American Skandia
Industry: Insurance company
DescriptionHeadquarters: Shelton, CT Founded: 1988 Parent organization: Prudential Annuities, Inc Subsidiaries: American Skandia Life Assurance Corporation, Asset Management Arm,
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American Skandia Employees
Ameriprise Financial Services, Inc. January 2012 - Present
Summit Financial Management 2001 - January 2012
American Skandia 1992 - 1995
Education
Albertus Magnus College 1996 — 2000
Prudential Financial May 2012 - Present
Prudential Financial January 2007 - May 2012
Skandia Global Funds November 2002 - October 2004
American Skandia February 1998 - December 2001
Ford Consumer Finance May 1997 - February 1998
Caldwell Banker Relocation Services July 1996 - May 1997
Skills
Series 6, Series 7, Series 63, Series 24, State insurance license, Microsoft Excel, Operations Management, Sales Management, Wholesale Financial...
Education
Hiram College 1992 — 1996
Bachelor, International Economics and Management; Spanish
Fairfield Prep 1988 — 1992
High School
Farmers Insurance October 2013 - Present
Farmers Insurance & Financial Services March 2009 - September 2013
Farmers Insurance 2007 - March 2009
Farmers Insurance November 2003 - August 2007
Farmers Insurance December 2002 - November 2003
Farmers Insurance July 2000 - December 2002
Farmers Insurance October 1998 - July 2000
Farmers Insurance August 1996 - October 1998
American Skandia August 1994 - June 1996
Skills
Process Improvement, Management, Project Management, Security, Testing, Insurance, Property & Casualty..., General Insurance, Life Insurance, Claim, Underwriting, Casualty, Liability, Leadership, Sales, Risk Management, Commercial Lines, Casualty Insurance
Education
Purdue University 1990 — 1994
BS, Management
Curian Capital 2004 - August 2014
American Skandia 2000 - 2004
Hartford Life January 1998 - April 2000
Skills
CFA, Alternative Investments, Investments, Mutual Funds, Hedge Funds, Portfolio Management, Asset Managment, Securities, Investment Advisory, Asset Allocation, Series 63, Wealth Management, Strategic Financial..., Equities, Series 7, Financial Services, Separately Managed..., Unified Managed Accounts, 529 Plans, 401k, Registered Investment..., Entrepreneurial Finance, Entrepreneurship, Brokerage, Insurance, Investment Strategies, Investor Relations, Series 24, Investment Management, FINRA, ETFs, Financial Advisory, Fixed Income, Retirement Planning, Business Strategy, Relationship Management, Management, Management Consulting, Strategic Planning, Risk Management, Finance, Retirement, Asset Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Finance
Western Connecticut State University 1990 — 1994
BBA, Finance, Accounting
Annuity & Life Company October 2014 - Present
Prudential Financial January 2012 - December 2013
Pioneer Investments June 2012 - December 2012
Ameriprise Financial Services, Inc. July 2003 - December 2010
Travelers June 2002 - September 2003
American Skandia March 1998 - June 2002
Zurich Scudder Investments 1992 - 1998
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Investments, Variable Annuities, Asset Allocation, Series 7, Retirement, Series 63, Series 6, Wealth Management, Alternative Investments, Investment Advisory, Hedge Funds, 401k, Financial Services, Securities, Investment Strategies, Financial Advisory, Insurance, Separately Managed...
Education
DePaul University
Bachelor's Degree, Finance
FINRA
Series 7,63, Life/Health
Pitney Bowes March 2011 - Present
Pitney Bowes February 2014 - April 2014
Scholastic Book Fairs January 2001 - June 2009
Scholastic Book Fairs March 2004 - November 2004
Physicians Health Alliance July 2000 - December 2000
American Skandia March 1999 - February 2000
Merrill Anderson October 1998 - February 1999
Oxford Health Plans August 1997 - October 1998
Leisure Tours International September 1993 - August 1997
Skills
Marketing, New Business Development, Sales, Selling, B2B, Account Management, Direct Sales, Team Building, Coaching, Cold Calling, Customer Service, Sales Operations, Strategic Planning, Public Speaking, Sales Management, Salesforce.com, Negotiation, Advertising, Customer Satisfaction, Sales Presentations, Sales Process, Public Relations, Start-ups, Training, Customer Retention, Fundraising
Education
Charter Oak State College 2011 — 2013
Psychology Major
Housatonic Community College 2009 — 2011
AA, General Studies
World Instruction Training 2009 — 2009
Personal Trainer
Institute for Integrative Nutrition 2005 — 2006
Holistic Health Counselor
Southern CT State U 1989 — 1991
Social Work & Psychology
Bridgeport Board of Realtors
Bridgeport Board of Realtors
VERTEX, Inc. November 2011 - Present
Collabera May 2010 - January 2012
Wachovia, A Wells Fargo Company May 2011 - October 2011
The Hartford 2008 - 2010
American Skandia 1999 - 2005
Prudential Financial 1992 - 2005
Skills
Business Analysis
Education
Sacred Heart University 1993 — 1995
General Studies
Southern Connecticut State University 1991 — 1992
General Studies
National Life Group November 2012 - Present
The Phoenix Companies October 2005 - June 2012
Integrity Life September 2002 - October 2005
Sage Life Assurance April 2001 - October 2002
American Skandia March 1995 - April 2001
Skills
Sales Presentations, Variable Annuities, Life Insurance, Sales, Insurance, New Client Acquisitions, Territory Development, Retirement Planning, Small Business Marketing, Strategic Financial..., Sales Management, Public Speaking, FINRA, Indexed Annuities, Fixed Annuities, Marketing, Relationship Management, Email Marketing, Brand Development, Brand Management, Product Marketing, Project Management, Retirement Plan..., Small Business, CRM, Computer Science, Website Development
Education
Sacred Heart University 1992 — 1996
BS, Business
Capital Managment Group of New York July 2004 - Present
The MONY Group June 2001 - July 2004
American Skandia August 1999 - June 2001
Skills
Investment Services, Retirement Planning, Insurance Planning, Financial Planning, Investment Advisory...
Education
Boston College - Carroll School of Management 1993 — 1997
BS, Marketing
Masuk High School 1989 — 1993
Mary Kay Independent Business Owner December 2011 - Present
Mary Kay Inc. January 2012 - October 2014
Comsim, Inc January 1999 - October 2012
American Skandia August 1993 - March 1996
Skills
Computer-savvy, People Skills, Creative Visualization, Make Things Happen, Positive Energy, Training Delivery, New Business..., Leadership, Conflict Resolution, Leadership Development, Training, Customer Service, Small Business, Employee Training, Personal Development, Motivational Speaking, Fragrance, Makeovers, Skin Care Products, Sales, PowerPoint, Team Building, Public Speaking, Marketing
Education
Sacred Heart University 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Sacred Heart University 1984 — 2000
Master of Science
Fairfield University May 2004 - Present
Filene's 2001 - 2003
American Skandia 1999 - 2001
People's United Bank 1997 - 1999
Skills
Onboarding, College Recruiting, Employee Relations, Career Development, Talent Management, Organizational..., Career Counseling, Talent Acquisition, Higher Education, Leadership Development, Organizational..., Succession Planning, Recruiting, New Hire Orientations, Human Resources
Education
Fairfield University 2005 — 2009
Master's degree, Industrial and Organizational Psychology
Fairfield University
Bachelor of Arts (B.A.), Psychology
St. Joseph's High School
Connecticut Water Company September 2015 - Present
Prudential Financial November 2007 - December 2014
Prudential Financial April 2004 - November 2007
American Skandia January 2003 - April 2004
American Skandia July 2000 - January 2003
American Skandia October 1999 - July 2000
American Skandia March 1999 - October 1999
Various mortgage companies / banks 1987 - 1999
Skills
Project Portfolio..., SDLC, Portfolio Management, PMO, Risk Management, Business Analysis, Financial Services, Program Management, Management, PMP, Vendor Management, Business Process..., Outsourcing, Process Improvement, Requirements Gathering, Leadership
Education
Sacred Heart University
Business Finance
Southern Connecticut State University
Business Finance
Women Unlimited LEAD
Infinity25X, LLC December 2013 - Present
American Skandia consultant April 1999 - January 2000
American Skandia 1990 - 1998
Knights of Columbus 1990 - 1990
Skills
Entrepreneurship, Executive Coaching, Public Speaking, Coaching, Personal Development, Strategic Planning, Leadership Development, Team Building, Small Business, Emotional Intelligence, Leadership, Marketing Strategy, Training, Management Consulting, Organizational..., Marketing, New Business Development, Social Media
Education
Coach U
Coaching certificate, Life coaching
Fordham University
Bachelor of Science (BS), Finance, General
Sacred Heart University
MBA, International Business and Marketing
Madison Investment Center April 2000 - Present
American Skandia June 1995 - April 2000
Skills
Retirement Planning, 401k Rollovers, College Savings Plans, Alternative Investments, Investment Management, Life Insurance
Education
Bucknell University 1991 — 1995
BA, Economics
Daniel Hand High School
DressanderBHC Strategic Relationship ManagementPrudential FinancialFebruary 2012 - January 2014
Western & Southern Financial Group September 2005 - February 2012
Prudential Financial 2003 - 2005
American Skandia 1997 - 2003
Skills
Asset Allocation, Business Strategy, Leadership, Series 63, Strategic Partnerships, Management, Retirement Planning, Financial Services, 401k, Investments, Life Insurance, Mutual Funds, Series 6, Securities, FINRA, Retirement, Wealth Management, Fixed Annuities, Variable Annuities, Relationship Management, Series 65, ETFs, Finance, IRAs, Investment Advisory, 401k Rollovers, Wealth Management..., Business Relationship..., Fixed Income, Insurance, Financial Advisory, Asset Management, Equities, Investment Strategies, Strategic Financial..., Wealth, Financial Planners, Pensions, Long Term Care Insurance, Alternative Investments, Life & Health Insurance..., Defined Contribution, Portfolio Management, Risk Management
Education
Fairfield University 1995 — 1999
BS, Business Management & Finance
College for Financial Planning 2009 — 2010
CRPC, Chartered Retirement Planning Counselor
CompassPointe Meetings & Events February 2014 - Present
IHS - Industry Research & Analysis September 2008 - February 2013
CompassPointe Meetings & Events 2013 - 2013
Documental Solutions July 2003 - September 2008
American Skandia 1996 - 2003
Northrop Grumman - Norden Systems January 1979 - September 1996
Skills
Market Research, Strategic Planning, Customer Relations, New Business Development, Business Strategy, Customer Service, Operations Management, Corporate Events, Business Development, Leadership, Analysis, Management
Education
University of Northern Colorado 1976 — 1979
MS, Business
Loyola Marymount University 1963 — 1967
BA, Economics
Prudential Retirement November 2012 - Present
Crump Insurance Services 2012 - 2012
AXA Equitable 2010 - 2011
MetLife Inc. 2005 - 2009
Travelers Life & Annuity 2004 - 2005
BISYS Insurance Services 2001 - 2004
American Skandia 2000 - 2001
Advest, Inc 1999 - 2000
Executive Risk/Chubb 1998 - 1999
Gent Financial Group-New England Financial 1990 - 1998
Skills
Microsoft Project, Microsoft Excel, Microsoft Powerpoint, Illustration-Insurance, Vendor Management, Product Management, Marketing Strategy, Marketing Communications, Market Research
Education
Central Connecticut State University
B.S., Business Administration/Marketing
Uber July 2015 - Present
Prudential Financial January 2010 - Present
Prudential Financial May 2008 - January 2010
American Skandia August 2003 - May 2008
American Skandia June 2000 - August 2003
People's United Bank May 1998 - June 2000
Skills
Series 6, Series 63, Series 26, Ct life, Baron's Consultative..., Fixed Annuities, Mutual Funds, FINRA, 401k, Banking, Financial Services, Insurance, Investments, Leadership, Retirement, Retirement Planning, Sales, Variable Annuities, Selling, Sales Operations
Education
Quinnipiac University 1993 — 1999
BS Business Management, Management
Altegra Health February 2012 - Present
Univita Health Inc September 2010 - February 2012
CIGNA Group Insurance April 2008 - July 2010
CIGNA Healthcare July 2004 - September 2007
CIGNA Healthcare May 2000 - July 2004
CIGNA Healthcare February 1997 - May 2000
american skandia 1994 - 1997
The Travelers Insurance Company 1991 - 1994
Skills
Cross-functional Team..., Inventory Management, Financial Modeling, Financial Reporting, Business Process..., Process Improvement, Financial Analysis, Decision Support, Forecasting, People Skills, Budgets, Strategic Planning, Healthcare, Insurance, Business Process, Analysis, Leadership, Program Management
Education
Central Connecticut State University 1987 — 1991
BS, Accounting
Allianz Global Investors 2013 - Present
Allianz Global Investors 2013 - Present
Taurian Capital Advisors 2008 - 2010
Prudential Financial April 2004 - April 2008
Columbus Circle Investors August 1998 - April 2004
American Skandia 1996 - 1998
Education
Fairfield University 1996 — 1998
MS, Finance
Coastal Carolina University 1993 — 1996
BS, Finance & Management
Corporate Real Estate and Facilities Manager October 2012 - Present
Aurora Bank FSB 2010 - 2012
Citi 2004 - 2010
American Skandia 2000 - 2004
GE 1996 - 1999
Skills
Lease negotiations, People-oriented, Multi Tasking, Interpersonal..., Project Management, Employee Management, Facilities Management, Corporate Real Estate, Mortgage Lending, Lease Negotiations, Risk Management, Negotiation, Management, Real Estate, Team Building, Vendor Management, Budgets, Customer Service, Marketing, Contract Negotiation, Construction, Business Planning, Strategic Planning, Time Management, Business Development, Training, Operations Management, Mergers & Acquisitions
Education
Regis University
Master of Science in Organizational Leadership, Continuing education
Norwich University 1990 — 1993
Bachelor of Arts (BA), Business Administration and Management, General, 4.0
Harvard Management Negotiating Skills
Continuity of Business: Crisis Event Planning & Management
Six Sigma Green Belt Training
Survey Sampling International June 2015 - Present
Survey Sampling International August 2014 - Present
Berkshire Hathway Home Services (formerly Prudential CT Realty) May 2007 - Present
Survey Sampling International December 2012 - July 2014
Survey Sampling International December 2009 - November 2012
Survey Sampling International March 2007 - December 2009
PRUDENTIAL CT REALTY December 2004 - March 2007
Prudential Financial June 2002 - February 2005
American Skandia January 1999 - May 2002
American Skandia June 1996 - December 1998
Skills
Accounts Payable, Account Reconciliation, Fixed Assets, Microsoft Excel, Analysis, Accounting, Pricing Analysis, Marketing Strategy, Accounts Receivable, Financial Analysis, Leadership, Data Analysis, Analytics, Market Research, Competitive Intelligence, Strategic Planning, Forecasting, Marketing Research, Online Research, Pricing, Segmentation, Business Analysis, Customer Insight
Education
Sacred Heart University
Bachelors of Science
Bucknell University 2007 - Present
GL Crawford HR Consulting 2000 - 2007
American Skandia 1994 - 1999
Skandia Direct Operations Corp. 1989 - 1994
Ryder System, Inc. 1976 - 1989
Education
Barry University 1988 — 1992
Bachelor's, Professional Studies
M3 Financial January 2015 - Present
The LOCKE Group, LLC May 2014 - Present
Prudential Financial / Hartford Life January 2012 - April 2014
Capitas Financial November 2009 - December 2011
Lincoln Financial Distributors January 2008 - November 2009
LIME FINANCIAL LTD January 2004 - January 2008
OCEAN WEST FUNDING January 2002 - January 2004
PACIFIC LIFE INSURANCE January 2000 - January 2002
American Skandia January 1997 - March 2000
Skills
Insurance Planning..., Life & Health Insurance..., Territory..., Sales, Sales Management, Insurance Specialist, Client Development, Client Counseling, Insurance, Fixed Annuities, Lead Generation, Marketing, Mortgage Lending, Mutual Funds, Sales Operations, Sales Process, Series 7, Selling, Financial Planners, Strategy, Investments, Training, Life Insurance, Financial Planning
Education
Keene State College 1994 — 1997
Bachelor of Science, Graphic Design
Financial Planning Association of Houston
PNC Bank, National Association August 2013 - Present
AUL/OneAmerica May 2008 - Present
DST 2004 - 2008
Enterprise Capital Management, Inc. 2001 - 2004
American Skandia 1999 - 2000
Trust Consultants, Inc 1990 - 1998
Integrated Resources 1985 - 1990
Skills
Retirement, 401k, Mutual Funds
Education
Michigan State University 1978 — 1982
Cancer Treatment Centers of America June 2015 - Present
BAYADA Home Health Care 2014 - 2015
Kforce Inc. 2013 - 2013
Sandata Technologies 2012 - 2013
Maxim Healthcare Services 2006 - 2012
Maxim Healthcare Services 2003 - 2006
Maxim Healthcare Services 2002 - 2003
American Skandia 2001 - 2001
Delaware Investments 1999 - 2001
Allegiance Telecom 1999 - 1999
Skills
Contract Negotiations, Strategic Business..., Consultative Sales, New Business Development, Client Relationship..., Sales Cycle Management, Client Needs Assessment, Customer Service, Sales Management, Account & Territory..., Market Analysis, Sales Forecasting, SWOT analysis, SPIN Selling, Strategic Planning, Territory Management, Leadership, CRM, Forecasting, Contract Negotiation, Sales Force Development, Business Development, Cold Calling, Interviews, Managed Care, Training, Medicaid, Employee Benefits, Healthcare Industry, Sales, Recruiting, Start-ups, SaaS, Healthcare, Management, Marketing, Program Management, B2B, Executive Management, Budgets, Temporary Placement, Negotiation, Networking, Account Management, Salesforce.com, Applicant Tracking..., Selling, Staffing Services, Sales Process, Talent Acquisition
Education
Drexel University - College of Business and Administration 1995 — 1999
Bachelor’s Degree, Marketing & International Business (Double Major)
New Fairfield High School 1991 — 1994
Right at Home of Middle Connecticut 2013 - Present
Prudential Financial January 2011 - March 2013
Prudential Financial January 2006 - January 2011
Prudential Financial January 2003 - January 2006
American Skandia November 1999 - January 2003
H&R Block 1996 - 1998
St. Pierre Agency January 1996 - July 1997
Skills
Series 63, Mutual Funds, Series 6, Sales Management, Sales Presentations, Retirement, Sales, Sales Operations, Business Development, Strategic Financial..., Leadership, Budgets, National Association of..., Insurance, Investments, Management, Competitive Analysis, Risk Management, Business Strategy, Business Analysis, Financial Analysis, Financial Services, Strategy, Life Insurance, Home Care, CRM, Financial Advisory, Retirement Planning, Training, Relationship Management, 401k, Wealth Management, Long-term Care, Selling, Finance, Small Business, Financial Planning, Customer Service, Healthcare, Public Speaking
Education
Fairfield University 1998 — 2007
BS, Finance
Auburn University 1994 — 1995
Engineering
Derby High School 1990 — 1994
Santander Bank, N.A. November 2013 - October 2014
First Niagara Bank June 2009 - October 2012
Fidelity Investments August 2003 - February 2009
American Skandia July 1998 - July 2002
Fidelity Investments January 1992 - July 1998
Connecticut Mutual Life (G. R. Phelps & Co. Inc.) June 1989 - June 1991
Skills
Mutual Funds, Financial Services, Investments, Fixed Annuities, FINRA, Trading, Series 63, Retirement Planning, Series 7, Managed Money, Customer Service, IRAs, Separately Managed..., DST, Cost Basis Reporting, Investment Advisory, Series 66
Education
Eastern Connecticut State University 1986 — 1990
Bachelor of Arts (B.A.), Business/Managerial Economics
Foundation Source November 2007 - July 2014
Old Hill Consultants January 2006 - November 2007
Skandia Innovation Inc 1999 - December 2004
Skandia 1983 - 2004
Acadient Inc 2000 - 2003
Skandia Technology Center 1996 - 2000
American Skandia 1994 - 1999
Skills
Strategic Financial..., Management, Business Process, IT Strategy, Strategy, Leadership, Enterprise Architecture, Executive Management, Mergers & Acquisitions, Portfolio Management, Finance, Financial Analysis, Analysis, CRM, Business Development
Education
Linköping University 1980 — 1983
BA
Dressander/BHC July 2015 - Present
WealthVest Marketing October 2009 - June 2015
Prudential Annuities November 2005 - March 2009
American Skandia December 1999 - October 2005
Wachovia Securities (formerly Prudential Securities) November 1990 - December 1999
Merrill Lynch June 1983 - November 1990
Skills
Workshop Facilitation, Fixed Annuities, Consultative Approach, Retirement Planning, Presentation Coaching, New Business Development, Instructional Design, Annuity Sales, Retirement, Financial Advisory, Mutual Funds, Leadership, Insurance, Training, Selling, Public Speaking
Education
Harvard University
Master’s Degree, Administration, Planning and Social Policy
Prudential Financial 2009 - 2013
Prudential Financial 2007 - 2009
Prudential Financial 2005 - 2007
American Skandia 2001 - 2005
CIGNA Retirement Services 1996 - 2001
Skills
Strategic Partnerships, Collaboration..., Innovative solutions, Accounting Management, Product Management..., Integration Projects, Creative..., Business Analysis, Communication/Presentati..., Talent Development, Process Management, Collaborative Problem..., Talent Management, Cross-functional Team..., Management, Leadership, Program Management, Business Process..., SDLC, PMO, Process Improvement, Competitive Analysis, Change Management, Financial Services, Product Management, Operations Management, Vendor Management, Insurance, Forecasting, Business Intelligence, Business Development, Product Development, Risk Management, Strategy, Investments, Executive Management, Outsourcing, Finance, Series 6, Mutual Funds, Retirement, FINRA
Education
Central Connecticut State University
Bachelor of Science in Accounting
Mattatuck Community College
Associates in Business
Reliant Biomedical January 2013 - Present
Social Media Marketing University December 2008 - Present
Interactive Media Ventures January 2002 - Present
The Souza Group January 2002 - Present
Bank of America July 2001 - January 2002
American Skandia June 1997 - July 2001
JP Morgan Chase November 1994 - June 1997
Citibank November 1991 - November 1994
Skills
Social Media Marketing, Online Marketing, E-learning, Entrepreneur, Small Business, Venture Capital, Entrepreneurship, Strategic Partnerships, Start-ups, Strategic Consulting, Joint Ventures, Mobile Marketing, Lead Generation, Business Strategy, Digital Strategy, Digital Media, New Business Development, Interactive Marketing, Social Marketing, E-commerce, Marketing Strategy, SEM, Online Advertising, Digital Marketing, Web 2.0, Multi-channel Marketing, PPC, SEO, Facebook, Social Media, Internet Strategy, Viral Marketing, B2B Marketing, Social Media Monitoring, Go-to-market Strategy, Email Marketing, Mobile Internet, E-business, Content Marketing, Personal Branding, Social Networking, Entrepreneurial..., Mobile, Direct Marketing, Web Marketing, CRM, Strategy, Leadership, E-Learning
Education
MIT Sloan School Of Management 2006 — 2006
MIT Entrepreneurship Development Program
New York University 1988 — 1992
BS, Finance
Waldwick High School
Fidelity Investments December 2010 - Present
CenterPoint Insurance Group, LLC March 2010 - December 2010
Allianz Life February 2007 - March 2010
First American Funds August 2005 - February 2007
Jackson National Life January 2000 - April 2005
American Skandia October 1998 - January 2000
Education
Norwich University 1997 — 1999
Bachelors, Liberal Arts
Wheaton College (MA) 1995 — 1997
The Lawrenceville School 1992 — 1995
High School
Unison Technologies November 2008 - July 2009
Marsh & McLennan July 2007 - November 2008
The Reserve June 2006 - July 2007
Asset International April 2000 - September 2002
warburg pincus February 1996 - January 2000
american skandia 1999 - 2000
winmill 1996 - 1999
Skills
SQL, Business Analysis, Risk Management, Databases, C#, Microsoft SQL Server, Project Management, CRM, Integration, Linux, Software Development, HTML, Business Intelligence, IT Strategy, Visio
Education
New York University - Polytechnic School of Engineering 1991 — 1994
CS
Gubkin Russian State University of Oil and Gas 1987 — 1991
CS
Gubkin Russian State University of Oil and Gas 1987 — 1991
CS
Global Asset Manager April 2014 - Present
Invesco US January 2012 - April 2014
Invesco Ltd. June 2010 - November 2012
Van Kampen Investments December 2008 - July 2010
Van Kampen Investments 2006 - 2008
Morgan Stanley Investment Management March 2004 - November 2006
People's Bank 2003 - 2004
American Skandia 2000 - 2003
Education
Louisiana State University 1988 — 1993
GovConnection September 2014 - Present
Town of Stratford December 2011 - 2015
Tech Depot an Office Depot Company June 2008 - February 2009
Kforce October 2006 - February 2008
Tech Depot an Office Depot Company January 2004 - February 2006
American Skandia November 1998 - November 2001
United States Army Reserve October 1991 - October 2000
Executech, Inc./World Wide Scan Services December 1997 - November 1998
North American Securities Administrators Association September 1996 - July 1997
Skills
B2B, Customer Satisfaction, Solution Selling, Account Management, Salesforce.com, Cold Calling, Direct Sales, Sales Process, Sales, Selling, New Business Development, Sales Management
Education
Southern Connecticut State University 1992 — 1995
BS, Political Science
Army Intelligence School - Fort Huachuca Arizona 1992 — 1992
Intelligence Analyst - 96B
Hofstra University 1988 — 1992
Communications
Bunnell High School 1984 — 1988
Capital Synergy Partners July 2009 - Present
Rapp Financial Services January 2000 - Present
Financial West Group January 2000 - November 2011
American Skandia October 1996 - July 1999
Skills
Retirement Planning, Series 7, Investments, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Portfolio Management, Securities, Investment Advisory, Series 63, Asset Management, Asset Allocation, Equities, Fixed Annuities, Estate Planning, Financial Advisory, Insurance, Alternative Investments, Investment Strategies
Education
Lafayette College 1991 — 1995
AB, Economics
AXA Equitable July 2005 - Present
LIMRA Advanced Marketing Committee 2006 - 2013
ICG Financial March 2004 - July 2005
American Skandia May 2000 - March 2004
Berkshire Life Insurance Company 1980 - 1997
US Army, Judge Advocate Generals Corp 1975 - 1978
Skills
Series 7, Series 63, Estate Planning, Retirement Planning, Business Continuity..., Life Insurance Planning, Life Insurance, Insurance, Fixed Annuities, Mutual Funds, Retirement, Series 6, Financial Services, 401k, Wealth Management, Securities, Term Life Insurance, Disability Insurance, Long-term Care, IRAs, Financial Planners, FINRA, Wealth, Long Term Care Insurance, Investment Advisory, Variable Annuities, Strategic Financial..., Asset Allocation, Investments, Wealth Management..., Financial Advisory, Alternative Investments, Universal Life, Financial Planning
Education
Boston College Law School
JD
Fordham University
BA, Economics
Four Springs Capital LLC October 2013 - January 2015
Bluerock Real Estate June 2012 - June 2013
Hebron Education Foundation February 2011 - March 2013
Alternative Wealth Group September 2009 - June 2012
Cole Capital April 2008 - August 2009
Allianz July 2007 - March 2008
Old Mutual Asset Management August 2001 - June 2007
Citi October 1998 - April 2001
American Skandia June 1995 - April 1998
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Investments, Financial Advisory, Investment Management, Fixed Annuities, Finance, ETFs, Capital Markets, Series 63, Insurance, Series 7, Separately Managed..., Securities, Wealth Management, Asset Allocation, Retirement Planning, Series 24, Investment Strategies
Education
Bentley University 1988 — 1992
BS, Economics/Finance
Housing Authority of the City of Ansonia 2012 - Present
Housing Authority of the City of Ansonia June 2013 - March 2014
Fiserv 2008 - 2012
Energy Services Company 2002 - 2008
Time Warner Cable 2002 - 2002
DaimlerChrysler Capital Services 2000 - 2001
American Skandia 1999 - 2000
Skills
Risk Management
Education
Sacred Heart University 2008 — 2011
Bachelor of Science Degree, Legal
Sacred Heart University 2000 — 2002
Associate of Science Degree, Paralegal
AIG March 2013 - Present
Prudential Financial January 2000 - January 2012
American Skandia June 1999 - January 2000
Jackson National Life March 1998 - June 1999
Jackson National Life June 1997 - March 1998
Advanced Financial Strategies January 1995 - June 1997
John Hancock Life Insurance Company (U.S.A.) May 1994 - January 1995
Skills
Wholesaling, Consultative Selling, Public Speaking, Customer Acquisition, Customer Retention, New Business Development, Business Development, Investments, Alternative Investments, Mutual Funds, Fixed Annuities, Variable Annuities, Annuity Sales, Asset Managment, Asset Allocation, Insurance, Retirement Planning, Strategic Financial..., Series 63, Series 6, Business Planning, Investment Strategies, Portfolio Management, Series 65, Series 24, Asset Management, Wealth Management, Investment Management, Wealth Management..., Wealth Accumulation, Finance, Series 7, Financial Advisory, Separately Managed..., 401k, Life Insurance, FINRA, 529 Plans, ETFs, Financial Planning
Education
Nichols College 1989 — 1994
Bachelors of Science and Business Administration, Economics; Magna Cum Laude
Atlantic Financial January 2008 - Present
Atlantic Financial (Asia) January 2008 - Present
World Properties International April 2001 - December 2007
American Skandia 1998 - 2001
Skills
Life Insurance, Fixed Annuities, Financial Advisory, Alternative Investments, Insurance, Retirement Planning
Education
Keene State College 1994 — 1998
Bachelor business management, minor communications
JLB Associates January 2015 - Present
Pension Plans Associates March 2005 - January 2015
Pension Plans Associates January 2001 - March 2005
Nationwide Financial Institutions June 1998 - January 2001
Nationwide Financial June 1991 - December 2000
American Skandia November 1997 - June 1998
Nationwide Financial Services June 1991 - November 1997
Benetech, Inc March 1990 - June 1991
Merrill Lynch April 1983 - March 1990
Skills
Sales, Leadership, Banking, Retirement Planning, Pensions, Sales Operations, Pension Funds, Small Business, Investments, Strategic Planning, Insurance, Business Planning, New Business Development, Business Strategy, Employee Benefits, Financial Analysis, Management, Marketing, Customer Service, Budgets, Marketing Strategy, 401k, Retirement Plan..., Retirement, Community Service
Education
University of Michigan-December
Bachelor of Science, Statistics
Franklin University
Post Graduate, Accounting
The Ohio State University
Pre MBA
University of Michigan
Bachelor of Science (BS), Statistics/Natural Resources
Worthington High School
Project Purple January 2011 - Present
Apple Gate Brokerage,LLC July 2005 - Present
Manulife Financial January 2002 - June 2005
American Skandia 1998 - 2001
American Skandia 1997 - 2001
Skills
Mutual Funds, Investments, Retirement Planning, Wealth Management, Insurance, Strategic Financial..., Financial Services, Asset Managment, Fixed Annuities, Sales Management, Marketing Strategy, Asset Allocation, Series 63, Business Planning, Financial Advisory, Relationship Management, Retirement, Small Business, Mobile Marketing
Education
Roger Williams University 1992 — 1996
BS, Marketing
Gainfully January 2012 - Present
WealthVest Marketing January 2009 - Present
First Graduate January 2009 - September 2013
Trustnode July 2008 - July 2010
The Hartford April 2004 - April 2007
American Skandia 2001 - 2003
American Skandia 1998 - 2001
Skills
Financial Services, Strategy, Management, Leadership, Investments, Financial Advisory, Retirement Planning, Finance, Fixed Annuities, Marketing, Start-ups, Entrepreneurship, Retirement, CRM, Social Media Marketing, Insurance, Sales, Life Insurance, Strategic Financial..., Lead Generation, Investment Strategies, Mutual Funds, Product Management, New Business Development, Variable Annuities, Wealth, Long-term Care, Financial Planning, Executive Management, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1988
MBA
Trinity College-Hartford 1978 — 1982
Wellspring June 2013 - Present
Wellspring May 2007 - Present
Oxford Horse & Livestock Association 2003 - Present
American Skandia July 1997 - June 2003
CT County Kids March 1996 - July 1997
Joel Barlow High School August 1996 - June 1997
School of the Future January 1996 - May 1996
Skills
Coaching, Strategic Planning, Microsoft Word, Public Speaking, Editing, Press Releases, Nonprofits, Leadership, Public Relations, Newsletters, Marketing, Fundraising, Event Planning
Education
New York University 1994 — 1996
BS, Education - Secondary English
The Foundation Center
Housatonic Community College 1992 — 1994
AA, Journalism/Communications
Prudential Financial March 2010 - Present
Prudential Financial March 2003 - Present
American Skandia October 2000 - March 2003
PricewaterhouseCoopers June 1997 - November 1999
Skills
Sales Organization..., Public Speaking, Sales Coaching, Variable Annuities, Mutual Funds, Series 6, Series 63
Education
Brigham Young University 1993 — 1997
Master's of Accountancy and Information Systems, Accounting
Claremont McKenna College 1990 — 1991
Pass It Along June 2015 - Present
Mitchell Insurance Agency May 2014 - Present
Losa Arts LLC. August 2013 - Present
Brown & Knapp Group Benefits April 2012 - August 2013
Security First Insurance Group April 2011 - April 2012
Stronghold Insurance & Financial Services LLC February 2008 - March 2011
The Ganim Group, Inc. May 2003 - January 2008
Vital Network Services September 2001 - April 2003
American Skandia February 2000 - April 2001
MAI Alper (Acosta Marketing) September 1996 - May 1999
Skills
Insurance, Employee Benefits, Life Insurance, Retirement Planning, 401k, Retirement, Securities, Finance, Sales Management, Financial Planners, Financial Services, Brokers, Human Resources, Contemporary Art, Vendor Management, Sales, Disability Insurance, Wealth Management, CRM, Management, Strategic Planning, Customer Service, Marketing, Team Building, Leadership, New Business Development, Social Media, Marketing Strategy, Account Management, Small Business, Public Speaking
Education
Post University 2011 — 2014
Bachelor's of Finance, concentration on Corporate Finance & Minor in Human Resources, Last Year!
Northeastern University 1998 — 1999
Business Administration
Deloitte Tax August 2014 - Present
Deloitte Consulting June 2012 - Present
Goldman Sachs April 2011 - May 2012
Deloitte & Touche LLP 2007 - April 2011
Deloitte & Touche LLC 2000 - 2007
Navisys 1999 - 2000
American Skandia 1996 - 1998
Skills
Program Management, Project Management, Sarbanes-Oxley Act, Enterprise Risk..., Capital Markets, Risk Management, Management Consulting, Financial Services, Financial Risk, Accounting, Auditing, Banking, Business Analysis, Business Process..., Change Management, Due Diligence, Finance, Financial Analysis, Financial Modeling, Leadership, Training
Education
University of Dar-es-Salaam 1992 — 1994
MBA, Finance
Iona College 1988 — 1992
Bachelor of Arts, Computer Science
Cvent April 2015 - Present
V Motion Shades April 2014 - April 2015
Worldwide Business Research September 2013 - April 2014
Gartner January 2011 - September 2013
Pitney Bowes January 2006 - January 2011
Global Experience Specialists (GES) February 2004 - January 2006
Infinity Expo Group February 2003 - February 2004
Reed Exhibitions January 2001 - January 2003
American Skandia January 1999 - January 2001
Robert Half International January 1998 - January 1999
Skills
Trade Shows, Lead Generation, New Business Development, Social Media, Sales, Corporate Events, Marketing, Advertising, Budgets, Solution Selling, Sales Presentations, Sales Operations, Management, Sales Management, Training, Market Research, Strategic Planning, Leadership, Account Management, Strategic Partnerships, Business Development
Education
Sacred Heart University 1993 — 1997
Bachelors of Science
John F Kennedy High School
Paradise Electrical Energy Contractors, Inc. May 2015 - Present
Subway 2009 - 2015
Lincoln Financial Group 2005 - 2009
Fidelity Investments 2004 - 2005
Prime Financial Services 2001 - 2003
American Skandia 1998 - 2001
Skills
Customer Service, Team Building, Strategic Planning, Business Planning, Management, Food, Sales, Marketing Strategy, New Business Development, Leadership, Retail, Restaurants, Business Development, Marketing, P&L, Hospitality, Franchising, Sales Management, Team Leadership, Financial Planning, Collaborative Problem..., Training, Public Speaking
Education
Villanova University 2015 — 2015
Six Sigma Green Belt, Project Management
Southern New Hampshire University 1993 — 1995
Master of Business Administration (MBA), Labor and Industrial Relations; Finance
Daniel Webster College 1988 — 1991
Bachelor of Science (BS), Business Management / Aviation
Global Alternative Investment Services, Inc. at Wells Fargo February 2006 - Present
Wachovia October 2003 - January 2006
Merrill Lynch January 1999 - September 2003
USTrust 1994 - 1998
American Skandia 1992 - 1994
Skills
Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Managed Futures, Fixed Income, Equities, Asset Managment, Securities, Portfolio Management, Investment Strategies, Asset Allocation, Investments, Series 63, Investment Advisory, Institutional Sales, Private Equity, Due Diligence
Education
Boston University Questrom School of Business 1995 — 1996
MBA, Finance
Pace University - Lubin School of Business 1988 — 1991
BBA, Finance
Jewish Federation of Western CT 2012 - Present
Financial Services 1997 - Present
Independent Consultant 2012 - 2013
Prudential Financial 1997 - 2012
American Skandia 1997 - 2012
CPCE 1996 - 1997
Great Country Bank (Centerbank) January 1986 - May 1996
State of Connecticut General Assembly-Speaker of the House 1990 - 1991
Skills
Leadership, Strategy, Employee Relations, Change Management, Public Relations, Variable Annuities, Event Planning, Non-profits, Corporate Communications, Leadership Development, Risk Management, Program Management, Volunteer Management, Management, Employee Engagement, Human Resources, Business Communications, Compliance and Risk..., Marketing Communications, Strategic Communications, Community Development, Nonprofits, Financial Services, Coaching and Mentoring, Professional Development, Community Engagement, Event Management, Press Releases, Talent Management, Executive Management, Legal Compliance, Succession Planning, Program Development, FINRA, Analysis, Professional..., Diversity & Inclusion, Public Affairs, Regulatory Filings, Regulatory Policy, Social Media Marketing, HRIS, Executive Networking, Operations Management, Volunteer Training, Corporate Events, Grant Writing, Non-profit..., Organizational..., Freelance Writer &...
Education
Fairfield University
MASTER'S Degree
Fairfield University
SHRM ESSENTIALS of HR MANAGEMENT CERTIFICATE
Southern Connecticut State University
BA
University of Connecticut
Z American Institute of Banking
Landscape Capital Management July 2007 - Present
AEGON Institutional Markets October 2002 - July 2007
American Skandia October 2000 - October 2002
Make Us An Offer June 1999 - October 2000
Bankers Trust (NY) September 1995 - June 1999
Skills
C++, PHP, MySQL, Quantitative Finance, Hedge Funds, Risk Management, Economics, Portfolio Management, Asset Management, Bonds, Options, Entrepreneurship, Start-ups, Alternative Investments, Finance, Investment Management, Financial Risk, Investments, Structured Products, Asset Managment, Commodity, Venture Capital, Fixed Income, Derivatives, Trading Strategies, Financial Services, Investment Strategies, Asset Allocation
Education
Harvard College 1991 — 1995
B.A., Economics
The Ernsky Group, LLC September 2012 - Present
Forest Hills Financial Group August 2010 - September 2012
Principal Financial Group March 2010 - August 2010
Principal Financial Group June 2007 - March 2010
Outerbanks Financial May 2006 - June 2007
American Skandia December 2003 - May 2006
Skills
Investments, Recruiting, Retirement Planning, Business Intelligence, New Business Development, Fixed Annuities, Business Development, Sales, Insurance, Wealth Management, Leadership, Financial Services, Succession Planning, Management, Retirement, Marketing, Finance, Strategic Planning
Education
Mattatuck Community College
Post University
Cigna March 2015 - Present
Cigna March 2014 - Present
Cigna April 2012 - March 2014
Bridgestone Consulting February 2009 - April 2012
American Skandia March 1992 - March 1998
Skills
Digital Marketing, Email Marketing, Strategy, Project Management, Marketing Management, Marketing, SEO, Social Media, Budgets, Direct Marketing, Strategic Planning, Management, Marketing Communications, Social Media Marketing, Marketing Strategy, Online Advertising, Account Management, CRM, Cross-functional..., Vendor Management, Integrated Marketing, Online Marketing, Digital Roadmaps, Digital Strategy, Lead Generation, Web Design, Process Improvement, B2B, B2B Marketing, Brand Development, Strategic Partnerships, Leadership, Web Analytics
Education
Sacred Heart University 1993 — 1995
MBA, Business Management
Southern Connecticut State University 1986 — 1990
BS, Business Management
Hartford Life December 2006 - December 2011
Wealth Management Group N.A January 2005 - July 2006
American Skandia September 1998 - October 2004
Skills
Training & Development, Client Relationship..., Coaching
Education
Albertus Magnus College
SunAmerica Annuities 2010 - Present
ING October 2003 - February 2010
American Skandia October 1998 - June 2003
WM Group of Funds May 1995 - October 1998
Skills
Series 6, Annuity, Series 63, Annuities, Series 7, Fixed Annuities, Financial Advisory, Variable Annuities, Asset Allocation, Mutual Funds, Series 65, Retirement, Asset Management, Alternative Investments, Separately Managed..., Investments, Strategic Financial..., Financial Services, Estate Planning, Uniform Combined State..., 401k, Series 24, Retirement Planning, Investment Strategies, Securities, FINRA, Wealth Management, Investment Advisory, Life Insurance
Education
Pepperdine University 1979 — 1983
BA, Communications & Business
Epoch Investment Partners August 2004 - Present
ForstmannLeff May 2003 - August 2004
Deutsche Asset Management January 2002 - April 2003
American Skandia (now part of Prudential Financial) July 1994 - January 2002
American Skandia July 1994 - August 1997
North American Security Life (now John Hancock) February 1991 - July 1994
Dewey & LeBoeuf LLP January 1990 - February 1991
Army National Guard 1977 - 1991
US Securities and Exchange Commission August 1986 - December 1989
Skills
Asset Managment, Hedge Funds, Alternative Investments, Securities, Equities, Mutual Funds, Fixed Annuities, Investments, Management, Asset Management, Strategy, Investment Management, Asset Allocation, Due Diligence, Trading, Investment Strategies
Education
Georgetown University Law Center 1986 — 1988
LLM, Securities Regulation
The University of North Dakota School of Law 1984 — 1986
JD, Law
The University of North Dakota 1979 — 1982
BA, Advertising and Public Relations, Political Science
Bismarck High School 1976 — 1978
Sammons Financial Group Member Companies 2011 - Present
Transamerica 2007 - 2011
Guardian Annuities/RS Investments 2005 - 2007
MassMutual Financial Group 2003 - 2005
Hartford Funds 2002 - 2003
American Skandia 1998 - 2002
Polaris Financial Services 1997 - 1998
Evergreen Investments 1996 - 1997
Skills
Mutual Funds, Alternative Investments, Investment Management, Retirement Planning, Asset Allocation, IRAs, 529 Plans, Variable Annuities, Fixed Annuities, Wholesale, Sales, Marketing, Training, Coaching, Relationship Management, Practice Management, Center of Influence, Series 6, Series 63, 401k, Insurance
Education
Bryant College 1992 — 1996
BS in Management, Management
Melrose High School 1988 — 1992
Melrose High School 1988 — 1992
Matthews & Stephens Associates February 2011 - Present
William Raveis Real Estate October 2003 - Present
InSys Consulting Services, Inc October 2011 - September 2012
Windsor Police Cadets 2009 - 2012
MassMutual Financial Group May 2002 - September 2003
Zurich Financial Services March 2000 - November 2001
American Skandia June 1998 - March 2000
MassMutual International July 1996 - June 1998
Phoenix Life Insurance Company September 1990 - July 1996
United States Marine Corps Reserve, Plainville, CT February 1990 - April 1994
Skills
Business Analysis, Vendor Management, Process Improvement, Program Management, Financial Services, Strategic Planning, Project Management, Insurance, Team Building, SDLC, Business Development, Finance, Cross-functional Team..., CRM, Consulting, Recruiting, Management, Analysis, Salesforce.com, Business Intelligence, Training
Education
Rensselaer Polytechnic Institute at Hartford 1995 — 1999
MBA, Finance
Yale University 1984 — 1988
B.A, Spanish
University of Salamanca 1986 — 1986
International
Pitney Bowes July 2011 - Present
Virtusa May 2009 - July 2011
UBS September 2006 - February 2009
Unilever December 2000 - May 2006
Oxford Health Plans January 1997 - December 2000
PepsiCo September 1991 - January 1997
American Skandia September 1989 - September 1991
Skills
Cross-functional Team..., Business Process..., Disaster Recovery, Sarbanes-Oxley, HIPAA, Basel II, Business Analysis, SDLC, Program Management, Vendor Management, Business Process..., Change Management, Process Improvement, PMO, Project Portfolio..., Project Management, Management Consulting, IT Strategy, Business Intelligence, PMP
Education
Pace University 1989 — 1991
M.S., Management Information Systems
State University of New York College at Plattsburgh 1982 — 1986
B.S., Business Administration
Tangoe August 2009 - Present
MBG Expense Management (formerly Creative Cost Management) July 2003 - August 2009
American Skandia July 2000 - July 2003
Education
Liberty University 2011 — 2014
Bachelor of Business Administration (B.B.A.)
Sacred Heart University 2001 — 2003
GE August 2008 - Present
General Electric April 2005 - August 2008
GE Corporate Treasury April 2005 - August 2008
Skandia Technology Center 1999 - 2005
Skandia Technology Center 1998 - 1999
American Skandia 1996 - 1998
Skills
SDLC, Software Project..., Enterprise Architecture, Agile Methodologies, IT Strategy, Integration, Requirements Analysis, Program Management, PMP, SOA, Six Sigma, Software Development, Vendor Management, Project Management, Process Improvement, IT Management, Business Intelligence, Enterprise Software, Business Process, Solution Architecture, Project Portfolio..., ITIL, Business Analysis, PMO, IT Service Management
Education
University of Miami 1990 — 1993
BM, Music Engineering
Cornell University 1987 — 1989
Electrical Engineering
Cheshire High School 1983 — 1987
HS Diploma
Merck February 2013 - Present
Merck March 2006 - Present
Pfizer August 2004 - March 2006
American Skandia 1997 - 2004
Apria Health Care 1997 - 1998
Texas Mutual Insurance Company 1995 - 1996
DSQ Software 1992 - 1994
Skills
CRM, Data Warehousing, Project Management, Business Objects, Salesforce.com, Oracle, Data Modeling
Education
Quinnipiac University
MBA
PSG College of Technology
Yale New Haven Health December 2013 - Present
Sikorsky Aircraft November 2010 - December 2013
Sikorsky Aircraft Corporation March 2008 - November 2010
Sikorsky Aircraft Corporation May 2007 - March 2008
Sikorsky Aircraft Corporation March 2005 - May 2007
Prudential Financial April 2000 - March 2005
American Skandia January 2000 - April 2000
American Skandia April 1997 - January 2000
Champion International Corporation July 1996 - April 1997
Skills
Salesforce.com, Google Analytics, WebTrends Analytics, Hootsuite, Vignette CMS, InDesign, Illustrator, Photoshop, HTML, Dreamweaver, QuarkXPress, Visio, Microsoft Office, MS Project, Final Cut Pro, MediaBin, Tightrope Carousel, Graphic Design, Art Direction, Creative Direction, Brand Management, Brand Developement, User Interface Design, Trade Shows, Event Planning, Brand Development, Corporate Branding, Digital Marketing, User Experience, Advertising, Social Media Marketing, Management
Education
Northeastern University D'Amore - McKim School of Business 2009 — 2013
MBA, Marketing / International Management
Quinnipiac University 2005 — 2007
MS, Interactive Communications
Southern Connecticut State University 1993 — 1996
BS, Studio Art/Graphic Design, Concentration in Computer Science
Beazley August 2007 - Present
Mortgage Lenders Network September 2003 - January 2007
American Skandia January 1999 - September 2003
American Skandia March 1997 - January 1999
American Skandia May 1996 - March 1997
The Polaris Group Inc. October 1995 - May 1996
Skills
Marketing Communications, Marketing Strategy, Marketing, Insurance, Online Marketing, Email Marketing, Advertising, Social Media Marketing, Public Relations, Web Content Management, Integrated Marketing, Copywriting, Online Advertising, Brand Development, Management, Product Management, Risk Management, Internal Communications
Education
Quinnipiac University - School of Business 1997 — 1999
Master of Business Administration (MBA)
Providence College 1991 — 1995
Bachelor of Science (B.S.)
Lincoln Financial Group August 2010 - Present
Prudential Annuities July 2003 - August 2012
American Skandia 1997 - 2003
AIM Management January 1993 - July 1997
Education
La Salle University
Fiduciary Benchmarks 2011 - Present
MassMutual Financial Group 2008 - 2009
The Hartford Insurance Group 2005 - 2008
Phoenix Life Insurance Company 2002 - 2004
American Skandia 1995 - 2002
MetLife 1994 - 1995
Toys R Us 1992 - 1994
Lakeland Savings Bank 1987 - 1992
Skills
Account Management, Sales Management, Fixed Annuities, New Business Development, Sales, Strategy, Management, Training, Start-ups, Project Management, Mutual Funds
Education
Bloomsburg University of Pennsylvania
Bachelor of Science, Business Administration/Management
AIG December 2013 - Present
Prudential Financial 2009 - September 2013
Prudential Financial 2003 - 2009
American Skandia 1998 - 2003
American Skandia 1996 - 1998
American Skandia 1995 - 1996
Skills
Annuity, Contract Negotiation, Financial Advisory, Asset, Asset Management, Insurance, Annuities, Executive Management, Securities, FINRA Series 6, Mutual Funds, FINRA, Series 63, Financial Services, Investments, Retirement, Asset Allocation, Retirement Planning, Variable Annuities, Series 65, Relationship Management, Investment Advisory, Alternative Investments, IRAs, Equities, Bonds, 401k, Fixed Annuities, Management, Series 24, Series 6, Series 7, Strategy, Wealth Management
Education
Sacred Heart University 1996 — 2000
MBA, International Business
Sacred Heart University 1989 — 1993
Bachelors Degree, Marketing
The PC-DOC of Westchester 2010 - Present
Tarrytech Security and Computer Consultants 2009 - 2011
Tarrytech Security 2007 - 2009
Tarrytech Security 2006 - 2007
Blueprint 2005 - 2006
Blueprint 2004 - 2005
Blueprint 2003 - 2004
American Skandia 2002 - 2003
Select Group 2000 - 2001
Primeon 1999 - 2000
Skills
IT Strategy, Windows Server, SonicWall, Software Project..., Networking, Business Analysis, Requirements Analysis, Solution Implementation, Managed Services, Microsoft Exchange, Hosted Services, Cloud Computing, Vendor Relationships, Enterprise Architecture, Mobile Technology, IT Audit, Gap Analysis, Virtualization, Business Intelligence, Leadership, Vendor Management, Entrepreneurship, Sonicwall, IT Service Management, Strategy, Customer Relations, Management, Consulting, Project Management, Customer Satisfaction
Education
Carnegie Mellon University 1989 — 1993
A-C Valley
Aquarion Water Company October 2008 - Present
Aquarion Water Company June 2005 - October 2008
Aquarion Water Company August 2003 - June 2005
Aquarion Water Company August 2002 - August 2003
American Skandia February 2000 - August 2001
Skills
Administrative..., Change Management
Education
Sacred Heart University 2012 — 2014
Master of Science (M.S.), Applied Psychology
American InterContinental University 2007 — 2009
Bachelors, Business Administration - HR Management
Cornell University 2007 — 2007
Certificate, Human Resources Management
Gibbs College 1996 — 1998
Associates Degree, Business Administration
Stratford High School 1989 — 1993
Allianz Of America May 2001 - April 2011
American Skandia May 2000 - May 2001
Education
Sacred Heart University
BOSS Technologies Inc November 1995 - Present
Avis Budget Group 2000 - 2013
ESI (Printer Copier / Network Support) 2009 - 2011
The Guardian Life Insurance Company of America 2000 - 2001
American Skandia 1995 - 1996
Con Edison 1995 - 1996
Bankers Trust 1993 - 1995
Loral Electronic Systems 1986 - 1993
Skills
IBM BPM, FileNet, Database Design, System Architecture, J2EE Application..., Application Architecture, Creative Solutions, Process Automation, Business Process..., Software Development, Weblogic, Websphere, .NET, Eclipse, Flex, Dojo, Enterprise Software, XML, Spring, IT Strategy, Requirements Analysis
Education
New York University - Polytechnic School of Engineering 1990 — 1992
MSISE, Information Systems Engineering
Stevens Institute of Technology 1983 — 1986
Bachelor of Engineering, Electrical Engineering
Starwood Hotels & Resorts Worldwide, Inc. March 2014 - Present
AQR Capital Management May 2013 - March 2014
Brown Brothers Harriman May 2011 - May 2013
Cognizant Technology Solutions January 2009 - May 2011
SwissRE June 2005 - December 2008
Aetna January 2005 - June 2005
Aetna June 2004 - January 2005
Aetna November 2001 - June 2004
IBM March 2001 - November 2001
American Skandia January 2000 - March 2001
Skills
Quality Assurance, Testing, Program Management, Metrics, SDLC, Software Project..., Requirements Analysis, Process Improvement, Agile, ITIL, Vendor Management, MS Project, System Testing, Quality Center, Test Management, Documentation, Outsourcing, Software Quality..., Test Planning, Resource Management, Project Planning, People Management, User Acceptance Testing, Business Analysis, Project Delivery, Business Process, Project Portfolio..., Team Building, Test Automation, Problem Solving, Analysis, Agile Methodologies, Software Documentation, Leadership, Release Management, Global Delivery, Offshoring, IT Management, JIRA, Manual Testing, SharePoint, CMMI, Strategy, Project Management, Management, Business Requirements
Education
Florida Southern College 1990 — 1994
B.A, History
Florida Southern College 1990 — 1994
Bachelor's Degree, History, History
Vectra Bank Colorado November 2013 - Present
First California Mortgage Company May 2013 - November 2013
Pulte Mortgage June 2009 - March 2013
Vanguard January 2008 - May 2009
Merrill Lynch August 2006 - October 2007
Merrill Lynch July 2004 - August 2006
FedEx Express 2003 - 2006
American Skandia 2002 - 2004
Wells Fargo 2001 - 2002
Merrill Lynch 2000 - 2001
Skills
Process Improvement, Leadership, Sales, Management, Training
Education
Ohio University 1996 — 1997
Masters of Science, Sports Managment
Southern Illinois University, Carbondale 1991 — 1995
Bachelor of Science, Recreation
MassMutual Financial Group October 2013 - Present
MassMutual Financial Group October 2012 - September 2013
MassMutual Financial Group August 2009 - October 2012
MassMutual September 2008 - April 2011
MassMutual International September 2007 - August 2008
MassMutual Financial Group December 2005 - September 2007
MassMutual Financial Group October 2003 - December 2005
MassMutual Financial Group April 2003 - October 2003
MassMutual Financial Group April 2001 - April 2003
American Skandia June 1998 - April 2001
Skills
Management, Business Planning, Cross-functional Team..., Leadership, Strategy, Strategic Planning, Marketing, Program Management, Business Development, Sales, Fixed Annuities, Variable Annuities, Financial Services, New Business Development, Insurance
Education
Quinnipiac University - School of Business 1999 — 2002
MBA, Finance
Sacred Heart University 1995 — 1999
BS, Finance
University of Rhode Island 1994 — 1995
BS, Accounting
Notre Dame High School 1991 — 1994
Flexible Plan Investments, Ltd. March 2015 - Present
Flexible Plan Investments, Ltd. January 2014 - Present
Rising Sun Investment Services October 2012 - July 2013
Curian Capital December 2005 - October 2012
The Guardian Life Insurance Company of America May 2004 - November 2005
Banc One Securities November 2003 - May 2004
Lincoln Financial Distributors June 2001 - September 2003
American Skandia May 1998 - June 2001
Sierra Trust Funds August 1995 - March 1998
The Colonial Group May 1987 - August 1995
Skills
Wholesaling, Series 63, Series 7, Separately Managed..., Mutual Funds, Investment Advisory, Retirement Planning, Securities, Wealth Management, Asset Management, Investments, Alternative Investments, Consultative Selling, FINRA Series 6, Portfolio Management, Territory, Financial Planning, Financial Advisory, Public Speaking, Equities, Series 6, Financial Services
Education
Metropolitan State University of Denver 1981 — 1985
Sheridan High School 1978 — 1981
Phoenix Life Insurance Company 2010 - Present
Axsys Technologies 2009 - 2009
Metropolitan Life Insurance Company 2006 - 2008
Metropolitan Life Insurance Company 2004 - 2006
Metropolitan Life Insurance Company 2003 - 2004
American Skandia 2002 - 2003
PricewaterhouseCoopers 1998 - 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, SEC filings, Change Management, Finance, Internal Controls, Insurance, Process Improvement, Risk Management, Strategic Financial...
Education
Bentley University
Bachelor of Science, Accountancy / Minor Computer Information Systems, Accounting
Allianz Global Investors July 2014 - Present
Allianz Global Investors March 2011 - June 2014
Neuberger Berman January 2009 - March 2011
Neuberger Berman June 2001 - December 2008
American Skandia 1999 - 2001
Education
Curry College 1988 — 1992
BA, Business Management
D.A. Davidson & Co. October 2003 - Present
American Skandia June 2001 - September 2003
Merrill Lynch January 1999 - April 2001
Skills
Alternative Investments, Series 7, Equities, Asset Allocation, Series 63, Investments, Equity Research, Portfolio Management
Education
Colorado State University 1994 — 1998
RJS Associates October 1999 - Present
Stewart Staffing 1999 - Present
Stewart Staffing Solutions 1999 - Present
RJS Associates 1999 - 2008
American Skandia May 1999 - October 1999
OTIS May 1997 - May 1999
University of Hartford 1995 - 1997
Skills
VMWare, vSphere, ESXi, VMware, Software Installation, Technical Support, Applicant Tracking..., Citrix, DHCP, DNS, Disaster Recovery, Microsoft Exchange, Networking, Switches, System Administration, Training, VPN, Management
Education
Central Connecticut State University 1990 — 1992
Prudential Financial August 1999 - Present
American Skandia 1999 - 2003
Skills
Financial Services, Insurance, Management, Advertising, Mutual Funds, Investments, Marketing, Leadership, Marketing Communications, Project Management
Education
Gettysburg College 1981 — 1984
Bachelor of Arts (B.A.), History and Studio Art
HealthPlanOne, LLC September 2013 - Present
Dream Weddings & Special Events October 2006 - Present
Prudential January 2000 - July 2006
American Skandia November 1998 - January 2004
Oxford Health Plans February 1998 - October 1998
Oxford Health Plans October 1996 - October 1998
Oxford Health Plans November 1992 - September 1996
Skills
Event Planning, Corporate Events, Wedding Planning, Project Management, Meeting Planning, Hospitality, Dependable Team Player, Organization &..., Business Analysis, Highly detail oriented, Live Events, Teamwork, Social Media, Fundraising, Marketing Communications, Sponsorship, Marketing
Education
Fairfield University
Horizon Kinetics LLC October 2014 - Present
Delaware Investments December 2003 - October 2014
ExpertPlan October 2001 - December 2003
American Skandia July 1999 - September 2001
Skills
Alternative Investments
Education
University of Notre Dame - Mendoza College of Business 1998 — 1999
MBA, Finance
Isenberg School of Management, UMass Amherst 1992 — 1996
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Business Administration (BBA), Finance
Ravago June 2011 - July 2012
Candidates On Demand Group, Inc. March 2009 - November 2009
Genworth Financial March 2006 - June 2008
American Skandia, Prudential Financial April 2001 - October 2004
American Skandia August 1999 - April 2001
American Skandia April 1992 - August 1999
Skills
Insurance, Process Improvement, Project Management, Leadership, Risk Management, Software Documentation, Financial Services, Management, Training, Investments, Business Process..., Business Analysis
Education
Sacred Heart University
BS, Business Administration
Cengage Learning March 2000 - Present
American Skandia August 1997 - March 2000
MassMutual 1995 - August 1997
Skills
Finance, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Forecasting, Accounting, Strategic Financial..., Auditing, Financial Modeling, Financial Accounting, Financial Planning, Variance Analysis
Education
Southern Connecticut State University 2007 — 2010
Master of Business Administration (M.B.A.)
Central Connecticut State University 1993 — 1995
B.S., Accounting
Aetna February 2012 - Present
Seton Identification Products October 2008 - January 2011
Océ Technologies January 2006 - July 2008
diageo September 2003 - July 2005
American Skandia September 2001 - September 2002
Skills
Fundraising, Customer Service, Social Media, Marketing Strategy, PowerPoint, Marketing, Email Marketing, Microsoft Office, Microsoft Word, Social Media Marketing, Online Marketing, Marketing Communications
Education
Iona College 1988 — 1991
BA, Business
Verizon Wireless August 2006 - Present
American Skandia June 2000 - June 2003
UnitedHealth Group August 1999 - June 2000
Manpower, Inc January 1995 - August 1999
Skills
Talent Acquisition, Recruiting, College Recruiting, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, New Hire Orientations, Onboarding, sourcing, Full-life Cycle..., sales recruitment, Interviews, Applicant Tracking..., Social Networking, Talent Management, Employer Branding, Internet Recruiting, PeopleSoft, Human Resources, Career Development
Education
Providence College
B.S., Business Administration
SCORE, Counselors to America's Small Business September 2008 - Present
VITA/TCE Tax-Aide program October 2006 - Present
RVI Group; Fenimore Re March 2004 - May 2005
American Skandia April 1988 - October 2003
Monarch Resource, Inc April 1986 - April 1988
Roland T. Oakes June 1983 - April 1986
Agway June 1976 - June 1983
Education
Western New England University 1978 — 1982
MBA, Finance
American International College 1971 — 1976
BBA/BS, Accounting and Management
Favor TechConsulting, LLC December 2014 - Present
Toluna September 2012 - December 2014
Toluna November 2010 - September 2012
Toluna April 2010 - November 2010
Alden Staffing April 2008 - July 2009
Kforce Inc December 2005 - April 2008
Pitney Bowes February 2002 - December 2005
Robert Half International May 2001 - November 2001
American Skandia May 1999 - May 2001
Skills
Vendor Management, Market Research, Management, Analysis, Process Improvement, Business Analysis, Recruiting, Business Process, Quality Assurance, Start-ups, SharePoint
Education
Texas A&M University-Commerce 2011 — 2012
MBA, Concentration: MIS
Sacred Heart University 1995 — 1999
B.A., International Business
Webster Bank August 2014 - Present
Webster Bank February 2009 - August 2014
Webster Bank September 2008 - February 2009
Webster Bank March 2002 - September 2008
American Skandia April 2000 - March 2002
American Skandia January 1999 - April 2000
Skills
Banking, Financial Analysis, Accounting, Finance, Loans, Business Analysis, Forecasting, Budgets, Business Planning, Mortgage Lending, Insurance, Corporate Finance, Commercial Banking
Education
Sacred Heart University 1996 — 2000
MBA, Finance
Fairfield University 1990 — 1994
BS, Accounting
Prudential Financial January 2014 - Present
Prudential Financial July 2003 - January 2014
American Skandia May 1999 - July 2003
Citibank Private Bank September 1989 - May 1999
Skills
SDLC, Project Planning, Requirements Analysis, Business Analysis, Software Project..., Requirements Gathering, Business Requirements, Systems Analysis, PMO, PMP
Education
Sacred Heart University 1997 — 2000
MBA, Business
Fairfield University 1985 — 1989
BA, English
Lincoln Financial Group January 2014 - Present
Transamerica Retirement Services December 2007 - December 2013
Hartford Life 2003 - 2007
GoldK 2001 - 2003
American Skandia 1993 - 2000
Skills
Mutual Funds, Series 6, Series 63, Annuities, Retirement Plans, Investments, Series 7, 401k, Insurance, Asset Allocation, Financial Advisory, Fixed Annuities, Retirement Planning, Series 24, Financial Services, Sales, Retirement, Wealth Management, FINRA, Defined Benefit, Variable Annuities, IRAs, Series 65, Separately Managed...
Education
Eastern Connecticut State University 1986 — 1990
St. Joseph High School
Bridgewater Associates November 2013 - Present
Citco Fund Services September 2012 - October 2013
HedgeServ May 2012 - August 2012
Aequitas Capital Management November 2011 - May 2012
GlobeOp Financial Services September 2005 - November 2011
Managers Investment Group 2004 - 2005
Domini Social Investments 2003 - 2004
American Skandia 2000 - 2004
Goldman Sachs Asset Management 1994 - 2000
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Alternative Investments, Bloomberg, Fund Accounting, Finance, Securities, Asset Management, Capital Markets
Education
Pace University
MBA, Finance
Prudential Financial December 2014 - Present
Edward Jones April 2014 - November 2014
Genworth Financial June 2011 - January 2013
St. John the Evangelist School August 2009 - August 2010
Invesco Aim 2001 - 2002
American Skandia 2000 - 2001
Chase 1999 - 2000
American Skandia 1997 - 1999
Skills
Long-term Care, Retirement Planning, Mutual Funds, Asset Allocation, Insurance, Public Relations, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance, Variable Annuities, IRAs, Series 7, Series 66
Education
Boston College - Carroll School of Management 1993 — 1997
BS, Economics
Product Ventures LTD December 2012 - Present
Currently Available for new Opportunities July 2005 - 2012
American Skandia March 1999 - June 2005
Skills
Contingency Training..., Plan Development, Performing Business..., Performing Quality..., Coordinating Testing..., Facilities Management, Vendor Relations, Mac OS, Mac OS X Server, Windows Server, Windows 7
Education
Albertus Magnus College
Bachelor of Science (BS), Business Administration
Sinai Hospital of Baltimore February 2014 - Present
Seacoast Mental Health Center February 2010 - February 2014
Community Partners September 2008 - February 2010
Counseling Services Inc. July 2009 - January 2010
New Hampshire Hospital September 2008 - May 2009
Community Partners January 2008 - May 2008
Community Partners 2005 - 2008
Community Partners September 2007 - December 2007
Prudential Financial 2003 - 2005
American Skandia 2000 - 2002
Skills
Case Managment, Psychotherapy, DBT, Motivational..., Inpatient, Crisis Intervention, CBT, Solution Focused, Substance Use Disorders, Mindfulness, Co-occurring Disorders, Dual Diagnosis
Education
University of New Hampshire 2006 — 2009
MSW, Social Work
Sacred Heart University
BS, Business Administration
Prudential Financial November 2006 - September 2008
Advest, Inc. June 2002 - January 2006
American Skandia December 1999 - November 2001
Hartford Financial Services Group June 1994 - October 1999
Cheese & Stuff May 1989 - July 1993
Skills
Series 7, Investments, Fixed Annuities, Retirement, IRAs, Retirement Planning
Education
Boston University 1984 — 1988
B.S., Journalism and Political Science
Accredited Surety and Casualty Company, Inc. June 2006 - Present
Skandia Global Funds January 2005 - October 2005
Skandia Global Funds June 2002 - December 2004
Skandia Global Funds July 2001 - June 2002
American Skandia 1999 - 2000
American Skandia 1997 - 1999
American Skandia June 1996 - 1997
Skills
Mutual Funds, Risk Management, Analysis
Education
Fairfield University 1997 — 2000
Masters, Marketing
Gettysburg College 1992 — 1996
BA, Economics & Financial Management
Southport Station Financial Management, LLC 2008 - Present
Barth Insurance Agency, Inc August 2003 - Present
Merrill Lynch December 2000 - August 2003
American Skandia 2000 - 2000
Skills
Strategic Financial..., Retirement, Securities, IRAs, Retirement Planning, Saving for Education, Mutual Funds, Estate Planning, 401k Rollovers, 529 Plans, SEP IRA, Multi-generational..., Wealth Preservation..., College Education..., College Savings Plans, Certified Financial..., Education Funding, Simple IRA, Portfolio Management, Personal Financial..., Roth IRA, Variable Annuities, Rollovers, Wealth Accumulation..., Wealth Accumulation, Fixed Income, Wealth Management, Financial Advisory, Investments, Intergenerational..., Registered Investment..., Asset Managment, Long-term Care, Wealth Management..., Municipal Bonds, Tactical Asset...
Education
The American College 2002 — 2007
ChFC, Financial Planning
College for Financial Planning 2003 — 2006
CFP®, Financial Planning
Southern Connecticut State University 1994 — 1998
Bachelors, Finance
Norfield Capital LLC January 2015 - Present
Source Capital Group June 2009 - January 2015
StoneWater Capital LLC May 2005 - June 2008
Neuberger Berman May 2003 - May 2005
American Skandia 2000 - 2003
Skills
Hedge Funds, Portfolio Management, Due Diligence, Investments, Asset Allocation, Financial Services, Management, Analysis, Alternative Investments, Equities, Series 7, Series 63, Asset Management, Investment Strategies, Securities, Mutual Funds, Valuation
Education
Fairfield University 1996 — 2000
BS, International Business
Edge Technology Group January 2013 - Present
Alliance Bernstein October 2006 - March 2012
Bridgewater Associates February 2006 - September 2006
KCHI LLC September 2002 - January 2006
Greenwich Technology Partners March 1999 - April 2002
American Skandia January 1997 - March 1999
SND ELECTRONICS LLC July 1992 - January 1997
Skills
Microsoft Windows 7, Microsoft Windows XP, Microsoft Office 2007, Microsoft Outlook, Microsoft Office..., Remote Desktop, Remote Assist, Virtual Machines, VPN, TCP/IP protocols, ODBC, Blackberry BES 5.0, RSA Authentication..., Symantec Endpoint..., KVS Enterprise Vault, Cisco IP Telephony..., Omgeo Tradesuite, Bloomberg Terminal, Microsoft Office..., Quantitative Analysis, Excellent Verbal and..., Collaborative Problem..., Team Leadership, Close Attention to..., Financial Analysis, Department Budgeting, Inventory Forecasting, Microsoft Excel, Personal Finance, Corporate Finance, Java, Microsoft LiveMeeting, Active Directory, Blackberry Enterprise..., Windows 7, XP, HTML, DNS, DHCP, Cisco VoIP, Outlook, Security, Windows XP, Technical Support, Disaster Recovery, System Deployment, SDLC, Hardware, Vendor Management, Microsoft Office
Education
Western Connecticut State University 2006 — 2009
Masters in Business Administration
State University of New York College at Purchase 1993 — 1996
BA, Liberal Arts and Sciences/Liberal Studies
St. Christopher School August 2011 - Present
Education Solutions, LLC (dba Sylvan Learning Centers) March 2011 - August 2011
Connecticut Bar Association March 2006 - March 2009
Connecticut Bar Association January 2005 - March 2006
Qualidigm November 2002 - August 2004
American Skandia June 2000 - November 2002
Martino & Binzer July 1999 - June 2000
Mintz & Hoke October 1998 - May 1999
ADVO June 1994 - May 1997
Skills
Marketing Communications, Newsletters, Public Relations, Marketing, Advertising, Copywriting, Marketing Strategy, Press Releases, Media Relations, Strategy, Strategic Planning, Internal Communications, Management, Program Management, Leadership, Brand Management, Project Management, Event Planning, Training
Education
University of Connecticut 1997 — 1998
MBA, Marketing and Management
Boston College 1990 — 1994
BA, Psychology/Management
Sirius XM Radio Inc. August 2011 - Present
Jessiegirlclothing LLC July 2010 - December 2013
Priceline.com September 2010 - April 2011
Robert Half Technology November 2009 - April 2010
Prudential Financial June 2005 - June 2009
American Skandia(Aquired by Prudential Financial in 2003) January 2003 - May 2005
American Skandia 1995 - 2003
Skills
Test Planning, Testing, Functional..., Documentation, Test Cases, User Acceptance Testing, Regression Testing, System Testing, Requirements Analysis, Manual Testing, Business Analysis, Software Documentation, Requirements Gathering, Quality Assurance, Integration, Quality Center, SDLC, Unix, XML, Web Applications, Consulting, HP Quality Center, Agile Methodologies
Education
Kenyon College 1977 — 1981
Bachelor of Arts, Psychology
University of Bridgeport
MBA, Management Information Systems
Titans Marketing LLC March 2015 - Present
Prudential Financial March 2010 - June 2014
Prudential Financial (acquired American Skandia) January 2004 - February 2006
American Skandia July 2000 - January 2004
American Skandia March 1999 - November 1999
American Skandia April 1995 - November 1999
Education
Housatonic Community College
Business
Prudential Financial July 1998 - February 2010
American Skandia 1998 - May 2003
Alliance Entertainment February 1992 - November 1997
Skills
Talent Acquisition, Employee Benefits, Deferred Compensation, Retirement, 401k, Applicant Tracking..., HRIS, Workforce Planning, Onboarding, Benefits Administration, Employee Relations, Human Resources, Performance Management, Succession Planning, Talent Management
Education
Monmouth University
TekSystems October 2010 - Present
TekSystems December 2009 - June 2010
Phoenix Life Insurance Company 2002 - 2009
Phoenix Life Insurance Company 2007 - 2008
Phoenix Life Insurance Company 2003 - 2006
Phoenix Life Insurance Company 2002 - 2004
American Skandia January 2000 - October 2002
American Skandia (Life, Annuity, Mutual Funds) 1999 - 2002
American Express Financial Advisors 1996 - 1999
Aetna Life & Casualty 1987 - 1996
Education
Hope College 1983 — 1987
B.A., Business Administration, Finance, Communications
Yahoo August 2012 - Present
Google January 2011 - January 2012
BTS USA, Inc. April 2010 - January 2011
Cartus Corporation (formerly Cendant Mobility) May 2004 - October 2009
General Electric, Commercial Equipment Finance August 2003 - March 2004
PerkinElmer Instruments April 2001 - January 2003
American Skandia August 1999 - March 2001
Goldman, Sachs and Co April 1998 - August 1999
Connecticut and Pennsylvania July 1995 - April 1998
Skills
Employee Relations, Performance Management, Coaching, Strategic Planning, Customer Relations, Recruiting, Management, Interviews, HR Policies, Sourcing, Organizational..., Talent Management, Human Resources, Talent Acquisition, Training, Strategy, Career Development, Personnel Management, Employee Benefits, Process Improvement, Onboarding, Customer Service, Leadership Development, Deferred Compensation, Succession Planning, Leadership, New Hire Orientations
Education
Mount Saint Mary College 1991 — 1995
Bachelor of Arts, Human Services
Delaware Investments March 2002 - Present
American Skandia 1999 - 2002
FaithLife Financial 1995 - December 1998
Skills
Valuation, Financial Modeling, Investments, Risk Management, Statistics, Fixed Income, Derivatives, Pensions, SAS, Financial Analysis, Actuarial Science, Insurance, ALM, Data Analysis, Financial Reporting, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Capital Markets, Credit Risk, Corporate Finance, Equities, Financial Risk, Enterprise Risk..., Fixed Income Analysis, Investment Management, Hedge Funds, Finance, Mutual Funds, Market Risk, Investment Strategies, Quantitative Analytics, Portfolio Management, Options, Trading, VBA, Quantitative Finance
Education
University of Waterloo
M.Math, Actuarial Science
Kwame Nkrumah' University of Science and Technology, Kumasi
B.Sc (Hon), Mathematics
Noble Hospital and Health Network June 2014 - Present
Yale New Haven Health System, Bridgeport Hospital June 2002 - December 2013
American Skandia 1999 - 2002
UBS/Perot Systems 1995 - 1999
Citibank, N.A. 1984 - 1993
Skills
Employee Relations, Healthcare Management, Hospitals, Onboarding, Employee Benefits, Organizational..., Human Resources, Healthcare, Performance Management, Talent Acquisition, Applicant Tracking..., Recruiting, HRIS, Benefits Administration, Leadership Development, Healthcare Information...
Education
Baruch 1984 — 1987
Masters, Industrial Organizational Psychology
Binghamton University 1979 — 1983
BS, Psychology
Univar April 2006 - March 2011
Prudential Financial January 2001 - April 2006
American Skandia 2001 - 2006
Univar 1982 - 1996
Education
Lamar University
Bachelor of Science, Education
Prudential Financial August 2010 - Present
ING February 1999 - July 2010
American Skandia April 1997 - February 1999
Trager and Trager September 1995 - February 1997
Skills
Securities, ERISA, Securities Regulation, Retirement
Education
Trinity College-Hartford 2005 — 2008
MA, English
Boston College Law School 1992 — 1995
JD, Law
The University of Connecticut 1988 — 1991
BA, English
Combination Insurance Solutions May 2011 - Present
Combined Insurance of U.S.A, MERIDEN CT January 2008 - January 2015
SYMETRA LIFE AND ANNUITY CO January 2007 - January 2008
TRANSAMERICA, a financial services company January 1998 - January 2007
AMERICAN SKANDIA January 1997 - January 1998
FLEET INVESTMENT AND INSURANCE SERVICES January 1994 - January 1997
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA January 1991 - January 1994
Skills
Insurance, Investments, Marketing Strategy, Strategic Planning, CRM, Recruiting, Mutual Funds, Wealth Management, Financial Analysis, Employee Benefits, Strategic Partnerships
Education
Georgia State University
Stewart-Peterson Inc. March 2015 - Present
Consultant / Self-Employed December 2010 - December 2011
Fidelity Investments September 2008 - May 2010
Fidelity Investments - Personal Investing (via Veritude) October 2007 - July 2008
Fidelity Investments - FIIS April 2000 - March 2004
Fidelity Investments - Fidelity Investments Tax Exempt Company October 1998 - April 2000
American Skandia May 1997 - September 1998
IDS/American Express 1991 - 1997
Skills
Marketing, Management, Program Management, Strategy, Mutual Funds, Leadership, Strategic Planning, Marketing Communications, Marketing Strategy, Financial Services
Education
University of St. Thomas 1991 — 1993
Master of Business Administration (MBA)
Carleton College 1984 — 1988
Bachelor of Arts (B.A.), Economics
MassMutual Financial Group January 2007 - Present
Prudential Retirement July 2006 - January 2007
Hartford Life October 2003 - June 2006
American Skandia December 2001 - October 2003
American Skandia July 2000 - December 2001
MassMutual September 1998 - July 2000
CIGNA Financial Services June 1997 - September 1998
Skills
FINRA Series 7, 24, 63..., Financial Services, Series 7, Series 24, 401k, Retirement
Education
University of Connecticut 1993 — 1997
BS, Marketing
Fairfield University 2002 — 2005
MBA, Finance
Intersect Consulting LLC March 2014 - Present
Morgan Stanley February 1996 - February 2014
American Skandia 1992 - 1996
Skills
Alternative Investments, Series 63, Strategic Planning, Asset Management, Management, Asset Allocation, Wealth Management, Investments, Portfolio Management, Mutual Funds, Retirement, Series 7, Coaching, Securities, Marketing, Retirement Planning, Equities, Nonprofits, Series 24, Risk Management, Trading, FINRA, Wealth, Financial Advisory, Strategy, Hedge Funds, Investment Management
Education
Syracuse University - Maxwell School 1971 — 1977
Ph.D, History
Colgate University 1965 — 1969
A.B., Philosophy & Religion
United Regional Health Care System September 2012 - Present
HealthNet September 2008 - February 2011
Health Net July 2008 - February 2011
HealthNet July 2008 - September 2008
Kelly Temporary Services February 2008 - July 2008
Prudential Financial October 2004 - December 2007
Prudential Financial October 2004 - December 2007
American Skandia February 1998 - October 2004
Skills
Accounts Payable, Accounts Receivable, General Ledger, Accounting, Account Reconciliation, Customer Service, Client Services, Call Processing, Interpretation of Legal..., Vendor Management, Financial Services, Management
Education
Sacred Heart University
Bachelor of Arts (BA), English Language and Literature, General
Sacred Heart University
Bachelor of Arts
Tele Tech October 2011 - Present
Staples May 2011 - October 2011
NCO Financial Systems August 2010 - January 2011
Staples April 2009 - August 2010
VID Services LLC July 2002 - September 2005
American Skandia March 1998 - May 2002
Pitney Bowes Management Services September 1994 - March 1998
National Amusements May 1993 - September 1994
Commerce Insurance Company July 1986 - May 1993
Skills
Accounts Payable, Recruiting, Customer Service, Applicant Tracking..., Troubleshooting, Accounts Receivable, Cold Calling, Call Centers, Training, Hiring, Account Management, Employee Relations, Vendor Management, Human Resources
Education
ECPI College of Technology 2009 — 2010
AS, Network and Security Management
Western New England College 1980 — 1984
BS/BA, Computer Information Technologies
Butler America June 2015 - Present
Butler America August 2006 - Present
Butler America July 2006 - Present
Morgan Stanley October 2005 - August 2006
CLAYTON - PCI June 2005 - August 2006
Underwriter June 2005 - October 2005
AMERICAN SKANDIA July 1995 - October 2004
INTERTEK DESIGN April 1994 - July 1995
Skills
Technical Writing, Software Documentation, Analysis, Aerospace, Military, FrameMaker, Training, Quality Assurance, Security Clearance, Management, Instructional Design, SDLC, Testing, Program Management, Visio, Leadership, Technical Documentation, Engineering, Cross-functional Team..., Microsoft Office, Team Building, Team Leadership, Business Analysis, Troubleshooting, SharePoint, Project Management, Budgets, Editing, Process Improvement, Operations Management, Adobe Acrobat
Education
Rhode Island College 1992 — 1996
Bachelor of Arts Degree, Psychology
Community College of Rhode Island 1982 — 1984
Healthy Flavors Inc. July 2010 - Present
Dr. Golzari April 2002 - Present
American Skandia September 2000 - September 2001
RVI Group 1997 - 2000
Skills
Microsoft Excel, Bookkeeping, Accounts Payable, Accounts Receivable, Microsoft Office, Microsoft Word, QuickBooks, Account Reconciliation, Payroll, Customer Service, Budgets
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
Bachelor's, Finance and International Management
Immaculate High School 1982 — 1986
Diploma
Lifetouch August 2005 - Present
Aerus June 2003 - Present
American Skandia July 2000 - February 2002
Nielsen Media Research October 1994 - July 2000
Skills
Marketing Research, Desktop Publishing, Microsoft Works, Photo Editing, Photography, Digital Photography, Market Analysis, Advertising, Mac, Image Editing
Education
Point Park College 1989 — 1991
Bachelor of Arts, Journalism & Communication
Mattatuck Community College 1986 — 1988
Associate of Business, Business Marketing
First Choice Mortgage Services April 2013 - Present
Clayton Holdings LLC June 2012 - August 2013
Wells Fargo Financial June 2001 - December 2010
American Skandia March 1999 - June 2001
Ford Consumer Finance November 1994 - March 1999
Bricker's Restaurant & Bar October 1988 - November 1994
Norden Systems, Div. of UTC April 1984 - September 1988
Education
Sacred Heart University 1981 — 1983
Bachelor of Science (B.S.), Marketing
Prudential Financial August 2010 - Present
Prudential Financial January 2007 - August 2010
Prudential Financial 2005 - 2007
American Skandia 2003 - 2005
American Skandia 2001 - 2003
American Skandia 1999 - 2001
Citizens Communications 1995 - 1999
Citizens Communications 1991 - 1995
Skills
Financial Analysis, Variance Analysis, Process Improvement, Accounting, Forecasting
Education
University of Massachusetts, Amherst
Master of Business Administration (MBA)
Sacred Heart University
Bachelor of Science (B.S.), Accounting, Magna Cum Laude
Vero Insurance February 2011 - Present
Vero Insurance 2011 - Present
Meridian Risk Management 2008 - 2010
Principal Financial Group 2006 - 2008
New England Financial 2003 - 2005
Target Investors 2000 - 2003
American Skandia 1997 - 2000
Skills
Life Insurance, Special Needs Planning, Commercial Insurance, Business Buy/Sell Plans, Key Man Insurance, Property & Casualty..., Flood Insurance, Long Term Disability..., Liability, Risk Assessment, Employee Benefits, Workers Compensation, D&O, Claims Management, General Insurance, Insurance, Risk Management
Education
Colorado State University
Bachelor's Degree
Darien High School
Franklin Templeton Investments January 2006 - Present
Franklin Templeton Investments May 2004 - December 2005
First Trust 2002 - 2003
American Skandia 2000 - 2002
American Skandia 1998 - 2000
Skills
Mutual Funds, Series 7, Series 63, Investments, Alternative Investments, Equities, Wealth Management, Fixed Income, Asset Allocation, Securities, Asset Management, Portfolio Management, Financial Services, Hedge Funds, Retirement Planning
Education
University of Massachusetts Boston 1996 — 1997
Bachelor of Arts (B.A.), Economics
John Carroll University 1989 — 1993