CEG Worldwide LLC
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CEG Worldwide LLC Employees
Temple Am Echad January 2011 - October 2012
Temple Israel of the City of New York January 2006 - July 2008
CEG Worldwide LLC May 2005 - November 2006
The Princeton Club of New York June 2004 - January 2005
The Williams Club November 2002 - June 2004
Soundtrack April 1999 - October 2002
DC Comics April 1998 - January 1999
DC Comics August 1991 - April 1998
Purchase College 1974 - 1979
Skills
Multi Tasking, Project Management, Editorial, Retail, Office Administration, Calendar Management, Facility Management, Stage Manager, Live Event Producer, Facilities Management, Event Planning, Editing, Non-profits, Class Reunions, Synagogues, Creative Writing, Social Networking, Books, Publishing, Nonprofits, Proofreading, Graphics, Copy Editing, Advertising, Graphic Novels, Proposal Writing, Fundraising, Publications, Social Media, Publicity, Copywriting, Grant Writing, Blogging, Content Development, Layout, New Media
Education
Purchase College, SUNY 1972 — 1979
BA, Social Psychology
Ashworth and Empey Financial, LLC August 2012 - Present
CEG Worldwide LLC June 2011 - July 2012
Loring Ward August 2009 - May 2011
Pacific Life April 2008 - April 2009
Loring Ward September 2001 - March 2009
Skills
Asset Allocation, Investment Advisory, Series 7, Mutual Funds, Series 63, Wealth Management, Asset Management, Portfolio Management, Investment Strategies, Retirement Planning, Investments, Financial Advisory, Wealth Management..., Strategic Financial..., Retirement, Alternative Investments, Relationship Management, Public Speaking, Investment Management, Series 24, ETFs, FINRA, Series 65, 401k, Equities, Financial Services, Life Insurance
Education
Brigham Young University 1977 — 1984
B.S., Finance
CEG Worldwide LLC June 2012 - Present
Private Non-profit June 2011 - 2012
Wells Fargo October 2009 - June 2011
Skills
Leadership, Financial Services, Social Media, Portfolio Management, Customer Service, Management, Web Design, Publishing
Education
Manhattan School of Music 2005 — 2009
Bachelor of Fine Arts (B.F.A.), Viola Performance
CEG Worldwide LLC October 2011 - Present
Boone Financial Services July 2009 - September 2011
NetREIT December 2008 - May 2009
ePLANNING Securities, Inc. October 2002 - October 2008
Reinhardt Werba Bowen Advisory Services January 1991 - January 1999
Skills
Financial Planning, Insurance, Sales Recruitment, Sales Management, Act!, Financial Management, Financial Analysis, Financial Modeling, Investments, Asset Management, Asset Allocation, Fixed Income, Bonds, Advertising, Marketing Strategy, Financial Advisory, Investment Advisory, Alternative Investments, Direct Marketing, Direct Sales, Private Placements, Retirement Planning, IRA's, 401k Rollovers, 401k, Mutual Funds, Stocks, Contact Management, Sales Presentations, Public Speaking, Estate Planning, Real Estate Investment, Pensions, Defined Benefit, Employee Benefits, Series 7, Wealth Management, Portfolio Management, Investment Strategies, Annuities, Securities, Retirement, Equities, Term Life Insurance, Wealth, Long Term Care, Funding, Series 63, Small Business, Financial Markets
Education
College for Financial Planning 2009 — 2009
CRPS, Retirement Plans
San Jose State University 1986 — 1988
Bachelor of Arts, Economics
De Anza College 1982 — 1985
CEG Worldwide LLC April 2009 - Present
Skills
Financial Advisory, Leadership, Fundraising, Public Speaking, Social Media, Program Management, Financial Services, Coaching, Customer Service, Entrepreneurship, Leadership Development, Team Building, Management, Organizational..., Strategy
Education
University of San Francisco 1992 — 1995
BA
Hubler for Business Families 1980 - Present
CEG Worldwide LLC 2009 - Present
AccuTrans, Inc 2014 - 2015
AccuTrans, Inc 2014 - 2015
AccuTrans, Inc 2014 - 2015
AccuTrans, Inc 2014 - 2015
Hubler for Business Families July 1990 - October 2014
Catholic Charities of St. Paul and Minneapolis 2012 - 2014
Catholic Charities of St. Paul and Minneapolis 2012 - 2014
Catholic Charities of St. Paul and Minneapolis 2012 - 2014
Skills
Coaching, Leadership Development, Succession Planning, Team Building, Public Speaking, Management Consulting, Fundraising, Non-profits, Conflict Resolution, Organizational..., Strategic Planning, Strategy, Change Management, Nonprofits, Budgets, Small Business, Executive Coaching, Family Business, Marketing, Business Planning, Project Planning, Entrepreneurship, Leadership, Finance, Management, Employee Benefits, Workshop Facilitation, Estate Planning, Career Counseling, Consulting, Wealth, Executive Development, Mergers & Acquisitions, Personal Development, Start-ups, Organizational..., Emotional Intelligence, Executive Management, Business Coaching, Training, Culture Change, 360 Feedback, MBTI, Philanthropy, Financial Advisory, Governance, Board Development, Organizational Design, Career Management, Work Life Balance
Education
Bush Leadership Fellow 1977 — 1979
Fellowship, Organizational Development
Saint Louis University 1967 — 1969
Master's degree, Social Work
University of Minnesota-Twin Cities 1964 — 1968
Bachelor of Science (BS), Psychology
CEG Worldwide, LLC August 2001 - Present
ING Advisors Network January 2000 - March 2001
IFG Advisory Services January 2000 - March 2001
FSC Securities Corp June 1995 - January 2000
Keogler Investment Advisory February 1998 - February 1999
Associated Financial Planners January 1985 - May 1995
Skills
Investments, Series 7, Wealth Management, Estate Planning, Retirement Planning
Education
Texas Tech University - Rawls College of Business 1980 — 1984
BBA, Finance
Student Conservation Association April 2013 - Present
M Sharff Communications, LLC December 2001 - Present
University of Massachusetts Amherst May 2011 - April 2013
CEG Worldwide LLC 2001 - 2010
Thousand Monkeys Typing, Inc. 1998 - 2001
Skills
Web Design, Drupal, Dreamweaver, Illustrator, WordPress, Adobe Creative Suite, Photoshop, Mac, InDesign, CSS, Graphic Design, Flash, QuarkXPress, Social Media Marketing, Social Media, Facebook, Final Cut Pro, Logo Design, Art, Advertising, PHP, Digital Media, jQuery, Brochures, Editorial, Editing, Art Direction, Digital Illustration, SEO, Branding & Identity, CMS, JavaScript, Creative Writing
Education
Columbia University in the City of New York 1982 — 1987
B.A., History
LaGuardia High School of Music & Art 1978 — 1982
High School, Fine and Studio Arts, 12
Keller Williams Mid-Town Direct July 2015 - Present
Hula Hoop Baby October 2002 - December 2014
CEG Worldwide LLC January 2002 - December 2002
Lab21 Ltd. January 2001 - October 2001
Elipze.com June 2000 - December 2000
iVillage.com May 1996 - June 2000
Rodale Press Inc April 1995 - May 1996
Wenner Media November 1993 - March 1995
Skills
Marketing, Strategy, Digital Marketing, Content Strategy, Digital Media, Marketing Strategy, Social Media, Advertising, Product Development, Magazines, Selling, Digital Strategy, Online Advertising, Strategic Partnerships
Education
Providence College 1989 — 1993
Bachelor's degree, Psychology, Art History
NYU 1997 — 1997
SCE Certificate in Marketing & Advertising, Marketing and Sales Development
Cannon Collaborations 2007 - Present
Foster Youth in Action 2009 - Present
Social Venture Partners International 2008 - 2014
Lee Hecht Harrison 2008 - 2013
Vistage International 2011 - May 2012
CEG Worldwide LLC January 2010 - January 2012
Stanford Graduate School of Business 2007 - 2011
Hudson Institute 2006 - 2007
Abt Associates 1996 - 2002
Skills
Executive Coaching, Social Media Marketing, Leadership Development, Executive Development, Organizational..., Coaching, Strategic Planning, Non-profits, Management Consulting, Philanthropy, Public Speaking, Workshop Facilitation, Organizational..., Entrepreneurship, Emotional Intelligence, Team Building, Fundraising, Program Development, 360 Feedback, MBTI, Business Strategy, Change Management, Leadership, Strategy, Nonprofits, Training, Program Management, Start-ups, Cross-functional Team..., Consulting, Executive Management, Grants, Career Development, Governance, Career Management, Organizational Design
Education
Brandeis University, Heller - The Heller School for Social Policy and Management 1983 — 1985
PhD, Economics & Policy
CEG Worldwide, LLC 2007 - Present
Citi 1999 - 2007
Smith Barney February 1989 - April 1999
Skills
Asset Allocation, Series 7, Wealth Management, Investments, Financial Advisory, Keynote, Coaching, Training, Strategic Planning, Retirement Planning, Mutual Funds, Banking, Financial Services, Strategic Financial..., Risk Management, FINRA, Asset Management, Investment Advisory, Series 63, Securities, Investment Strategies, Portfolio Management, Series 24, Estate Planning, Fixed Annuities, Retirement, Investment Management, Series 65, Alternative Investments, Finance, Wealth, Equities, High Net Worth..., Hedge Funds, Fixed Income, Uniform Combined State..., Separately Managed..., ETFs, Pensions, Leadership, Insurance, Private Banking, 401k, Certified Financial..., Financial Planners, Life Insurance, Financial Planning
Education
Stanford University 1974 — 1978
Bachelor's degree, Economics
Serra High School