AARP Financial

AARP Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AARP Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.

AARP Financial Salaries. You can even request information on how much does AARP Financial pay if you want to. Learn about salaries, pros and cons of working for AARP Financial directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

35 AARP Financial employees in database. Find out everything there's to know about AARP Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

AARP Financial Employees

Employee
Years
Job
Industry
Shey Lyn Zanotti Shey Lyn Zanotti Greater Los Angeles Area Details
Shey Lyn Zanotti's AARP Financial Experience 2003 - 2004
Job Performing Arts Professional
Industry Entertainment
Experience
Little Dom's   2011 - Present
Lip Gloss Teen Magazine TM   2008 - 2011
WOMEN'S PROJECT THEATER  2004 - 2009
Manhattan Theatre Source  2001 - 2009
Summer Theatre in Meredith Village   February 2008 - October 2008
BBDO  August 2007 - 2008
Pulse Ensemble Theatre   2001 - 2008
AARP Financial   2003 - 2004
Merrill Lynch  1999 - 2002

Skills
Acting, Theatre, Directing, Performing Arts, Film, Television, Editing, Drama, Teaching, Shakespeare, Comedy, Stage, Improvisation, Voice Acting

Education
Michigan State University   1995 — 1997
Theatre

Atlantic Theater Company

Atlantic Theatre Company Acting School

Kathryn Smith, PHR Kathryn Smith, PHR Washington D.C. Metro Area Details
Kathryn Smith, PHR's AARP Financial Experience March 2011 - October 2012
Job Executive Director, Human Resources at The George Washington University Hospital
Industry Hospital & Health Care
Experience
The George Washington University Hospital  October 2012 - Present
AARP Financial   March 2011 - October 2012
Inova Health System  May 2007 - October 2010
Inova Health System  May 2003 - May 2007
Inova Health System  March 2001 - May 2002
CompuCom  September 2000 - March 2001
GEICO  June 1996 - September 2000
GEICO  May 1995 - June 1996
GEICO  August 1994 - April 1995
GEICO  July 1993 - April 1994

Skills
Deferred Compensation, Performance Management, Employee Relations, Human Resources, Organizational..., Contract Negotiation, Job Analysis, Cross-functional Team..., Business Process..., Fundraising, Talent Management, Leadership Development, HRIS, Employee Engagement, Employee Benefits, Onboarding, Talent Acquisition, Recruiting, Succession Planning, Benefits Administration, Workforce Planning, Policy, HR Policies, Organizational..., Applicant Tracking..., Change Management, Conflict Resolution, Personnel Management, PeopleSoft, Strategic Planning, Organizational Design, Coaching, Payroll, Human Capital, Healthcare, College Recruiting, Career Development, Training, Team Building, Employment Law, Performance Improvement, Process Improvement, New Hire Orientations, Leadership, FMLA, Executive Coaching, Temporary Placement, Staff Development, Employee Training, Labor Relations

Education
University of Phoenix   2010 — 2016
MBA

Virginia State University   1984 — 1988
BS, Public Administration

Columbia high school

Valentina Dingle Valentina Dingle Greater Boston Area Details
Valentina Dingle's AARP Financial Experience 2005 - 2007
Job Head of Marketing at Institutional Investment Consulting Firm
Industry Investment Management
Experience
Prime, Buchholz & Associates   December 2007 - Present
Calypso Communications  2007 - 2007
AARP Financial   2005 - 2007
Citizens Advisers  2001 - 2005
NewRiver, Inc.   1998 - 2001
Fidelity Investments  1998 - 1998
Allmerica Financial  1990 - 1997

Education
Anna Maria College
MBA

Purdue University
B.A.

Daniel Stone Daniel Stone Greater Seattle Area Details
Daniel Stone's AARP Financial Experience February 2012 - June 2012
Job Auditor
Industry Accounting
Experience
Defense Contract Audit Agency  January 2014 - Present
Safe School Commuting   September 2012 - Present
Safer Directions   June 2012 - Present
AARP Financial   February 2012 - June 2012
American Red Cross of Northern New Jersey  2009 - 2011
Milliman  May 2007 - March 2009
HealthMarkets  February 2006 - October 2006
Monmouth Medical Center  August 2005 - February 2006

Skills
Predictive Analytics, Reserving, Financial Reporting, Competitive Analysis, Automation, Accounting, Cost Accounting, Excel, Databases, Project management, Compliance Audits, Microsoft Excel, Project Management, Probability, Nonprofits, Strategic Planning, PowerPoint, Microsoft Word, Research, Strategy, Access, Entrepreneurship, Time Management, Analysis, Insurance, Data Analysis, Microsoft Office, Finance, Quality Auditing, Leadership, Financial Modeling, Employee Benefits, Risk Management, Financial Analysis, Consulting, Analytics, Budgets, Executive Management, Management, Program Management, Start-ups, Business Planning, Mergers & Acquisitions, Internal Audit, Process Improvement, Corporate Finance, Management Consulting, Due Diligence, Business Development, Venture Capital

Education
Rutgers, The State University of New Jersey-Newark   2010 — 2011
MBA, accounting

University of California   2000 — 2002
Graduate Program, Biophysics

Yale University   1996 — 2000
B.S, Molecular Biophysics and Biochemistry

Rumson Fair Haven High School   1992 — 1996

David Lahey David Lahey Greater Boston Area Details
David Lahey's AARP Financial Experience December 2005 - October 2010
Job Financial Services Professional
Industry Financial Services
Experience
Santander Investment Services  August 2013 - April 2014
Merrill Edge  July 2012 - July 2013
Merrill Lynch  January 2011 - August 2012
AARP Financial   December 2005 - October 2010
Fidelity Investments  February 2005 - December 2005

Education
Franklin Pierce University   2001 — 2002
BS, Financial Management

University of New Hampshire   1995 — 1996
A.S., Business Admin

Fred Yager Fred Yager Stamford, Connecticut Details
Fred Yager's AARP Financial Experience January 2009 - January 2011
Job President, Founder World News & Information Network
Industry Public Relations and Communications
Experience
World News & Information Network   April 2002 - Present
Morgan Stanley  April 2014 - Present
Gibson  December 2012 - May 2014
eFinancialCareers.com   March 2011 - December 2012
AARP Financial   January 2009 - January 2011
UBS  April 2007 - December 2008
Medialink  2005 - 2006
Merrill Lynch  1987 - 2002
Fox Broadcasting  July 1986 - October 1987
CBS  November 1985 - August 1986

Skills
Writer/editor, Video production, Strategic Communications, Media Relations, Corporate Communications, Crisis Communications, Public Relations, Speech Writing, Video Production, Mobile Marketing, Ghostwriting, Spanish, CMS, Television News..., Television, Storytelling, Editing, Broadcast, Content Management, Digital Marketing, Journalism, Web Content, Newsletters, Publishing, Magazines, Marketing Communications, Blogging, Copywriting, Publicity, Internal Communications, Editorial, Video, Marketing, Content Strategy, New Media, Social Media Marketing, Entertainment, Digital Media, Strategy, Digital Strategy, Content Development, Corporate Branding, Copy Editing, Integrated Marketing, Communication Training, Online Marketing, Brand Development, Social Networking, Film, Email Marketing

Education
City University of New York City College   1975 — 1978
BA, Psychology

New York University   1971 — 1973
Certificate, Film

Defense Information School   1968 — 1969
Graduated, Journalism/Broadcasting/Communications

Ravena Coeymans Selkirk High School

lisa prezzano lisa prezzano United States Details
lisa prezzano's AARP Financial Experience November 2005 - August 2009
Job Senior Program Manager at AARP Services
Industry Financial Services
Experience
AARP Services  November 2010 - Present
AARP Financial2005-2009   November 2009 - Present
AARP Services  January 2009 - Present
AARP Financial   November 2005 - August 2009
Fidelity Investments  April 2000 - March 2005
Fidelity Investments  January 2000 - January 2005
Scudder Investor Services, Inc   January 1998 - January 1999
Putnam Investments  January 1997 - January 1998
Eastpak   July 1995 - September 1997
CPM  July 1993 - July 1995

Education
Univeristy of Massachusetts Lowell   1984 — 1987
BA, History

University of Massachusetts Lowell
B.A, History

Maria Harlan Maria Harlan Greater Boston Area Details
Maria Harlan's AARP Financial Experience May 2009 - September 2009
Job Director, Marketing Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  December 2014 - Present
Fidelity Investments  May 2011 - December 2014
Financial Research Corporation  December 2010 - May 2011
UMass Medical School  March 2010 - September 2010
AARP Financial   May 2009 - September 2009
Fidelity Investments  August 2007 - February 2009
TMP Worldwide  May 2006 - July 2007
TMP Worldwide  November 2004 - April 2006
Abbott/MediSense   March 2004 - September 2004
Abbott/MediSense   June 2001 - March 2004

Skills
Management, Proposal Writing, Editing, Creative Direction, Marketing Communications, Internal Communications, Relationship Management, Marketing Strategy, Project Management, Integrated Marketing, Corporate Communications, Brand Management, Strategic Communications, Marketing, SEO

Education
Simmons College   1997 — 1998
M. Ed., Elementary Education

Penn State University   1990 — 1994
BA in Communications, Advertising, Spanish

Jeff McManus Jeff McManus Greater Boston Area Details
Jeff McManus's AARP Financial Experience November 2005 - October 2010
Job Vice President and Retail Financial Consultant at Rockland Trust Financial Services
Industry Financial Services
Experience
Rockland Trust Financial Services   December 2012 - Present
Bank of America Merrill Lynch  December 2010 - June 2012
AARP Financial   November 2005 - October 2010
Mercer Human Resource Consulting  January 2005 - August 2005
Putnam Investments  2000 - 2004
Fidelity Investments  November 1997 - March 2000
US Army Reserve  1993 - 1999

Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Financial Advisory, Consultative Style, Portfolio Management, Investments, Fixed Income, Equities, Mutual Funds, Annuities, Alternative Investments, Asset Allocation, Compliance, Operations, Insurance, ERISA, Risk Management, Financial Analysis, Retirement Planning, Finance, Series 6, Investment Advisory, Financial Services, IRAs, Relationship Management, Securities, FINRA, Wealth Management, 401k, Retirement

Education
Merrimack College   2007 — 2008
Certificate in Advanced Financial Planning, Financial Planning and Services

Moravian College   1989 — 1993
BA, Spanish, Political Science

Pamela Watson Pamela Watson Greater Boston Area Details
Pamela Watson's AARP Financial Experience August 2007 - January 2009
Job Global Brand Manager at Philips Healthcare
Industry Marketing and Advertising
Experience
Philips Healthcare  September 2013 - Present
RewardsNow  August 2010 - February 2013
BrandPartners  November 2009 - August 2010
AARP Financial   August 2007 - January 2009
Watson Communication Group   October 1998 - October 2007

Skills
Marketing Research, Green, Hospitality, Marketing Strategy, Market Planning, Product Development, Retail, Executive Management, Marketing Communications, Social Media Marketing, Public Relations, Technology, Creative Writing, News Writing, Business Strategy, Business Development, Financial Services, Event Planning, Marketing, Media Relations, Email Marketing, Consumer Marketing, Digital Marketing, Strategic Partnerships, Direct Marketing, Online Advertising, Lead Generation, Brand Management, SEO, Corporate Branding, Multi-channel Marketing, Trade Shows, Brand Development, Online Marketing, New Business Development, B2B Marketing, Marketing Management, Account Management, Digital Strategy, Corporate Communications, Copywriting, Competitive Analysis, Strategic Communications, Brand Architecture, Positioning, Creative Direction, Entrepreneurship, Press Releases, Social Media, Media Planning

Education
Boston University   1982 — 1983
MS Program, Public Communications

Marquette University   1977 — 1980
BA, Journalism

Westwood High School

Rob Wiley, CFP® Rob Wiley, CFP® Greater Boston Area Details
Rob Wiley, CFP®'s AARP Financial Experience November 2005 - September 2010
Job Employee Benefits Sales Rep
Industry Financial Services
Experience
Sun Life Financial  July 2013 - Present
Merrill Edge  August 2011 - July 2013
VALIC  December 2010 - July 2011
AARP Financial   November 2005 - September 2010
IXIS Asset Management  1999 - 2005
Class Travel Worldwide   June 1998 - July 1999

Skills
Series 7, IRAs, Health Insurance, Financial Services, Mutual Funds, Employee Benefits, Finance, Insurance, Investments, Retirement, Retirement Planning, Securities, Wealth Management, Series 63, Series 6

Education
Providence College   1994 — 1998
Bachelor of Science (BS), Marketing

Thomas Finocchiaro, CFP®, CLU Thomas Finocchiaro, CFP®, CLU Greater Boston Area Details
Thomas Finocchiaro, CFP®, CLU's AARP Financial Experience November 2005 - October 2010
Job Human Resources Analyst at The MITRE Corporation
Industry Human Resources
Experience
The MITRE Corporation  February 2014 - Present
Workers' Credit Union (CUSO Financial Services, L.P.)   January 2011 - January 2014
AARP Financial   November 2005 - October 2010
Columbia Management  August 1999 - February 2005
Keyport Life Insurance Company  October 1995 - August 1999

Skills
Mutual Funds, Retirement Planning, Investments, Asset Allocation, Series 7, Fixed Annuities, Investment Research, Data Analysis, Series 65, Investment Strategies, Life Insurance, Variable Annuities, Qualified Retirement..., Retirement, Investment Analysis, Retirement Plans, Retirement Income..., Retirement Plan..., Securities, Valuation, Financial Planning, Insurance, Management, Portfolio Management

Education
Providence College   1990 — 1994
B.A.

Merrimack College   2006 — 2007
Certificate in Advanced Financial Planning

Jonelle Derby Jonelle Derby Greater Boston Area Details
Jonelle Derby's AARP Financial Experience September 2006 - December 2011
Job Executive Administation
Industry Executive Office
Experience
Optum  December 2011 - Present
AARP Financial   September 2006 - December 2011
Andover Public Schools  October 2001 - September 2006

Skills
Insurance, Mutual Funds, Financial Services, Investments, Strategic Financial..., Retirement Planning, Securities, Series 7, Strategy, Series 63, Risk Management

Education
Northern Essex Community College   1981 — 1983
Associate Science, Business Management

Kyle Tildsley Kyle Tildsley Greater Boston Area Details
Kyle Tildsley's AARP Financial Experience June 2007 - August 2008
Job Account Supervisor at PAN Communications
Industry Public Relations and Communications
Experience
PAN Communications  May 2010 - Present
Elements  June 2009 - August 2009
AARP Financial   June 2007 - August 2008

Skills
Bylined Articles, Media Monitoring, Social Media Measurement, Press Releases, Social Media, Editing, Blogging, Media Relations, PowerPoint, InDesign, Microsoft Excel, iMovie, Mac & PC platforms, Cision, Final Cut Pro, Video Editing, Copy Editing, Content Development, Crisis Communications, Marketing, Message Development, Analyst Relations, Public Relations, Strategic Communications, Corporate Communications, Internal Communications, Publicity, Facebook

Education
Quinnipiac University   2006 — 2010
Bachelor of Science (B.S.), Public Relations

Thomas Arrigg Thomas Arrigg Greater Boston Area Details
Thomas Arrigg's AARP Financial Experience May 2008 - September 2008
Job Senior Manager at Huxley Banking & Financial Services
Industry Financial Services
Experience
Huxley Banking & Financial Services  August 2015 - Present
Huxley Associates  May 2014 - Present
Huxley Associates  September 2013 - May 2014
Huxley Associates  February 2012 - August 2013
EMC  July 2010 - February 2012
Merrill Lynch  May 2010 - December 2010
AARP Financial   May 2008 - September 2008

Skills
.NET, HTML, C#, C++, JAVA, SQL, CheckPoint, CSS, JQuery, JScript, .NET 4.0, ASP.NET, VB.NET, .NET Developer, Software Development, WinForms, Java, Derivatives, WPF

Education
College of the Holy Cross   2006 — 2010

Derenig Kostikian, CFP® Derenig Kostikian, CFP® Greater Boston Area Details
Derenig Kostikian, CFP®'s AARP Financial Experience December 2005 - October 2010
Job Retirement Plan Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  February 2014 - Present
John Hancock Financial Network  April 2011 - February 2014
AARP Financial   December 2005 - October 2010
MFS Investment Management  January 2005 - December 2005

Skills
Financial Advisory, Retirement Planning, Mutual Funds, Series 7, Retirement, Investments, Asset Allocation, 401k, Series 6, Series 63, Wealth Management, Fixed Annuities, Strategic Financial..., Securities, IRAs, Estate Planning, Investment Advisory, Pensions, Portfolio Management, Life Insurance, Series 65, Alternative Investments, Teamwork, Team Leadership, Financial Services, Variable Annuities, Defined Contribution, Certified Financial..., CRM, Finance, Financial Planners

Education
Merrimack College   2006 — 2007
Certificate Program, Advance Study in Financial Planning

University of Massachusetts Boston   2000 — 2004
Bachelor's degree, Finance, General

Erica Sue-Li Erica Sue-Li Greater Los Angeles Area Details
Erica Sue-Li's AARP Financial Experience July 1998 - May 2002
Job Sales Strategy Manager at AOL Time Warner (ericali26@yahoo.ca)
Industry Internet
Experience
AOL Time Warner  October 2005 - Present
Deloitte  February 2002 - October 2005
AARP Financial   July 1998 - May 2002
Deloitte & Touche  1999 - 2002

Education
UC San Diego School of Global Policy and Strategy (GPS)
BA

Brian Harris Brian Harris Greater Boston Area Details
Brian Harris's AARP Financial Experience July 2008 - September 2010
Job Funds Chief Compliance Officer at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors  November 2013 - Present
State Street Global Advisors  June 2013 - November 2013
BofA Global Capital Management  September 2010 - May 2013
AARP Financial   July 2008 - September 2010
State Street  2007 - 2008
IBT  1998 - 2007
KPMG Audit  1996 - 1998

Skills
Compliance, Series 6, Mutual Funds, Series 63, Series 65, Financial Reporting, Regulatory Reporting

Education
Merrimack College   1991 — 1995
BS in Business Administration, Accounting

Austin Prep   1987 — 1991

Natalie Cummings Natalie Cummings Greater Boston Area Details
Natalie Cummings's AARP Financial Experience November 2007 - June 2010
Job Marketing Manager at AARP Services Inc. Subsidiary of AARP
Industry Financial Services
Experience
AARP Services Inc. Subsidiary of AARP   June 2010 - Present
AARP Financial   November 2007 - June 2010
Sun Life Financial  2007 - 2007
Fidelity Investments Life Insurance Company  May 2004 - 2007
Fidelity Investments Life Insurance Company  March 2001 - April 2004

Skills
Marketing Strategy, Marketing Communications, Product Management, Marketing, Business Strategy, Digital Media, Direct Mail, Direct Marketing, Product Marketing, Management, Strategic Communications, Corporate Communications, Integrated Marketing, Email Marketing, Budgets, Multi-channel Marketing, Strategic Planning, Brand Development, Retail, Segmentation, Brand Management, B2B

Education
Salem State University   1996 — 2000

Derek Rutherford Derek Rutherford Greater New York City Area Details
Derek Rutherford's AARP Financial Experience March 2001 - June 2006
Job Web Data & Analytics Manager at Mount Sinai Medical Center
Industry Insurance
Experience
Mount Sinai Medical Center  February 2008 - Present
Disney  January 2007 - February 2008
New York Life  June 2006 - January 2007
AARP Financial   March 2001 - June 2006
HSB  July 1996 - April 2001

Education
Carnegie Mellon University   1992 — 1996
Bachelor's of Science

Rensselaer Polytechnic Institute - The Lally School of Management and Technology

Al Block Al Block Greater Boston Area Details
Al Block's AARP Financial Experience 2004 - May 2007
Job Principal at Marketing Matters
Industry Financial Services
Experience
Marketing Matters  1996 - Present
Marketing Matters  1995 - Present
AARP Financial   2004 - May 2007
AARP Financial   2004 - 2007

Skills
Strategic Planning, Product Development, Financial Services, Mutual Funds, Investments, Project Management, Strategic Financial..., Marketing, Retirement Planning, Financial Modeling, Strategy, Financial Analysis, Business Analysis, Competitive Analysis, Leadership, Series 7, 401k, Alternative Investments, Mergers & Acquisitions, Asset Allocation, Portfolio Management, Retirement, Series 63, Securities, Asset Management, Fixed Annuities, Risk Management, Financial Advisory

Education
Boston University Questrom School of Business   1989 — 1991
MBA, Business

Saint Anselm College   1981 — 1985

Dennis Quinn Dennis Quinn Greater New York City Area Details
Dennis Quinn's AARP Financial Experience 2004 - 2005
Job Sr. Vice President at Citi
Industry Financial Services
Experience
Citi  August 2015 - Present
Citi  January 2014 - Present
Citigroup  July 2009 - Present
Intuit/Digital Insight   June 2007 - August 2008
Option One Mortgage  2005 - 2007
AARP Financial   2004 - 2005
Sallie Mae  1988 - 2001

Skills
SDLC, Management, Process Improvement, Program Management, Project Management, PMO, Leadership, Business Analysis, Vendor Management

Education
Carnegie Mellon University

University of Pittsburgh
B.A.

Karen Keene Karen Keene Greater Boston Area Details
Karen Keene's AARP Financial Experience December 2005 - March 2010
Job Senior Strategic Advisor at AARP
Industry Research
Experience
AARP  March 2010 - Present
AARP Financial   December 2005 - March 2010
Cerulli Associates  2000 - 2005
FT/Interactive Data   1997 - 2000
John Hancock Mutual Funds  1993 - 1997
Fidelity Investments  1989 - 1992

Skills
Market Research, Competitive Analysis, Competitive Intelligence, Strategic Planning, Investments, Strategy, Marketing Research, Management Consulting, Analysis, Strategic Communications, Segmentation, Marketing Strategy, Analytics, Business Development, Market Analysis, Business Strategy, Business Model...

Education
D'Amore-McKim School of Business at Northeastern University   1990 — 1994
MBA, Master of Business Administration

Bucknell University   1984 — 1988
BA, International Relations

Konstantin Freger Konstantin Freger Greater Boston Area Details
Konstantin Freger's AARP Financial Experience January 2009 - December 2009
Job Manager, Marketing Business Analysis at RSA The Security Division of EMC
Industry Information Technology and Services
Experience
RSA The Security Division of EMC  May 2010 - Present
Grand Circle Corporation  December 2009 - March 2010
AARP Financial   January 2009 - December 2009
Eastern Bank  January 2008 - July 2008
MetLife  May 2000 - January 2008
Fleet Bank  1998 - 2000

Skills
Analytics, Segmentation, Database Marketing, Direct Marketing, Data Mining, Marketing Automation, Multi-channel Marketing, Competitive Analysis, Start-ups, Lead Generation, Business Analysis, Marketing, Analysis, CRM, Demand Generation, Customer Acquisition, Marketing Analytics, Market Research, Web Analytics

Education
Babson College   1996 — 1998
Bachelor of Science in Business Administration, Marketing

Bryant College   1995 — 1996

Jessica Iseman-Waite Jessica Iseman-Waite Greater New York City Area Details
Jessica Iseman-Waite's AARP Financial Experience June 2007 - May 2008
Job Sales Manager at comScore, Inc.
Industry Marketing and Advertising
Experience
comScore, Inc.   January 2014 - Present
Deutsch  August 2010 - January 2014
OMD  March 2010 - August 2010
OMD  June 2009 - March 2010
Performance Bicycles  July 2008 - December 2008
AARP Financial   June 2007 - May 2008

Skills
Strategic Planning, Social Media Marketing, Account Management, Market Research, Leadership, Nonprofits, Integrated Marketing, Digital Marketing, Advertising, Online Advertising, Marketing Communications, Social Media, Media Planning, Digital Strategy, Marketing, Competitive Analysis

Education
The University of Texas at Austin   2006 — 2008
Masters of Arts, Advertising

University of South Carolina-Columbia   2002 — 2006
Bachelor of Arts, Public Relations

Dave Liebesny Dave Liebesny Greater Los Angeles Area Details
Dave Liebesny's AARP Financial Experience May 2006 - Present
Job Technology Advisor
Industry Information Technology and Services
Experience
AARP  November 2013 - Present
AARP Financial   May 2006 - Present
Nissan Motor Corp. in USA   1981 - 2006
Nissan Motors  1981 - 2006
Nissan North America  1981 - 2005
Los Angeles Superior Court  1989 - 1989
Los Angeles Times  1988 - 1988

Skills
Integration, DB2, Requirements Analysis, SDLC, COBOL, IT Strategy, Distributed Systems, Mainframe, CICS, Project Management, Visio, JCL, Program Management, SQL, Enterprise Architecture, Vendor Management, Business Analysis, z/OS, Data Modeling, Software Documentation, Systems Analysis, Business Process, Software Project..., SharePoint, Data Warehousing, Testing, ITIL, Business Process..., Governance, MS Project, SOA, Solution Architecture, Oracle, Business Requirements, Software Development, Database Design, Access, ETL, Disaster Recovery, IT Management, Databases, Requirements Gathering, Agile Methodologies, Unix, Performance Tuning, ERP

Education
City University London   1975 — 1978
BSc (Hons), economics

Gia DiMuzio Gia DiMuzio Washington, District Of Columbia Details
Gia DiMuzio's AARP Financial Experience April 2006 - April 2010
Job Sr. Project Specialist
Industry Nonprofit Organization Management
Experience
AARP Driver Safety   April 2010 - Present
AARP Financial   April 2006 - April 2010
AARP Services, Inc.   November 2007 - June 2008
AARP  April 2005 - April 2006
AARP  June 2004 - April 2005
AARP  April 2001 - June 2004
Hearts & Homes for Youth, Inc.   September 1998 - January 2000

Skills
Community Outreach, Budgets, Volunteer Management, Vendor Management, Process Improvement, Customer Service, Microsoft Office, Human Resources, Operations Management, Project Management, Event Planning, Nonprofits

Education
University of Maryland University College
Bachelor of Arts (B.A.)

Montgomery College   1995 — 1999
Associates

Jeffrey Gaboury Jeffrey Gaboury Greater Boston Area Details
Jeffrey Gaboury's AARP Financial Experience April 2008 - December 2010
Job Vice President of Financial Products and Services at AARP Services Inc.
Industry Financial Services
Experience
AARP Services Inc.  November 2010 - Present
AARP Financial   April 2008 - December 2010
Lord Abbett  May 2006 - March 2008
New York Life Investment Management  2004 - 2005
Investors Bank and Trust Company  1996 - 2004
JPMorgan Chase  1992 - 1996

Skills
Financial Services, Mutual Funds, Securities, Fund Accounting, Fund Administration, Financial Reporting, Investments, Strategic Financial..., Financial Modeling, Management, Business Development, Leadership, Accounting, Tax, Portfolio Management, Asset Management, CRM

Education
Stonehill College   1986 — 1990
BS, Marketing

Canton High School   1982 — 1986

Laura Pina, CFP® Laura Pina, CFP® Washington D.C. Metro Area Details
Laura Pina, CFP®'s AARP Financial Experience December 2005 - August 2009
Job Program Manager at AARP Services Inc.
Industry Financial Services
Experience
AARP Services Inc.  August 2009 - Present
AARP Financial   December 2005 - August 2009

Education
Boston University Questrom School of Business   2001 — 2004
M. Fin., Finance

Boston College - Wallace E. Carroll Graduate School of Management   1993 — 1997
BS, Marketing

Leilani Hall Leilani Hall Washington D.C. Metro Area Details
Leilani Hall's AARP Financial Experience September 2005 - December 2007
Job Head, Professional Conduct at CFA Institute
Industry Investment Management
Experience
CFA Institute  April 2014 - Present
FINRA  December 2007 - April 2014
AARP Financial   September 2005 - December 2007
Securities & Exchange Commission  October 2003 - September 2005
Pendragon Asia Advisory   January 2002 - October 2003
The Pioneer Group, Inc  March 1995 - January 2002
The Enterprise Group, Inc   May 1990 - March 1995
Evaluation Associates  June 1989 - May 1990
Financial Service Corporation  December 1985 - June 1989
Deloitte  June 1982 - December 1985

Education
Harvard University   2000 — 2000
Executive Program, Financial

The Tuck School of Business at Dartmouth   1993 — 1993
Summer Program, Strategic Managment

Georgia State University   1979 — 1982
BS, Accounting

lisa prezzano lisa prezzano Greater Boston Area Details
lisa prezzano's AARP Financial Experience November 2005 - August 2011
Job IPI at Eastern Bank
Industry Financial Services
Experience
IPI at Eastern Bank   August 2011 - December 2011
AARP Financial   November 2005 - August 2011
Fidelity Investments  2000 - 2005

Skills
Investments, Retirement, Series 7, Retirement Planning, Mutual Funds, IRA's, Series 63, Series 6, 401k, Financial Advisory, IRAs, Asset Allocation, Financial Services, Fixed Annuities, Insurance, Investment Advisory

Education
University of Massachusetts Lowell   1984 — 1987
BA, History

Todd Gammon Todd Gammon Greater Boston Area Details
Todd Gammon's AARP Financial Experience November 2005 - October 2010
Job Strategic Initiatives Manager at Optum
Industry Hospital & Health Care
Experience
Optum  June 2013 - Present
Retirement Alliance, Inc.   February 2013 - June 2013
Aon Hewitt  2011 - 2012
AARP Financial   November 2005 - October 2010
Fidelity Investments  February 2005 - October 2005
Abbott Laboratories - Ross   May 2004 - November 2004
Abbott Laboratories  July 2003 - May 2004
Rockingham Nissan   February 2003 - July 2003
Cintas Corporation  February 2002 - December 2002
Automatic Data Processing  March 2000 - January 2002

Skills
401k, Retirement

Education
Ohio University   1995 — 2000
Bachelor of Arts, History

Bradley Robinson Bradley Robinson Greater New York City Area Details
Bradley Robinson's AARP Financial Experience 2008 - 2008
Job Fixed Income Product Specialist at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein  May 2013 - Present
AllianceBernstein  October 2010 - May 2013
AARP Financial   2008 - 2008
Communispace Corporation  2007 - 2007

Skills
Friendly Personality

Education
University of Richmond   2006 — 2010
Bachelor of Science (BS), Accounting and Finance

Audrey Summers Audrey Summers Bowie, Maryland Details
Audrey Summers's AARP Financial Experience January 2009 - Present
Job Payroll Manager at CVRM
Industry Accounting
Experience
CVRM   November 2013 - Present
Treliant Risk Advisors  October 2012 - Present
AARP Financial   January 2009 - Present
ASRC Federal Holding Co   March 2011 - October 2012
Children’s National Medical Center  February 2009 - March 2011
NASD  August 2005 - February 2009
Paychek   August 2003 - May 2005
AARP  August 1999 - September 2003

Skills
Payroll, Accounting, Accounts Payable, Payroll Taxes, QuickBooks, General Ledger, Account Reconciliation, Accounts Receivable

Education
PGCC   2013 — 2013
CPP

The George Washington University

Dunbar High School
Graduate