CitiStreet Retirement Services
Industry: Company
DescriptionFounded: 1976 Parent organizations: MetLife, METROPOLITAN LIFE INSURANCE CO Subsidiaries: Citistreet Equities LLC,
CitiStreet Retirement Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CitiStreet Retirement Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CitiStreet Retirement Services Employees
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch Retirement & Benefit Plan Services December 2010 - June 2014
Bank of America Merrill Lynch Retirement & Benefit Plan Services March 2005 - December 2010
UBS Wealth Management Corporate Employee Financial Services 2004 - 2005
UBS Wealth Management Corporate Employee Financial Services 2000 - 2004
CitiStreet Retirement Services 1999 - 2000
Merrill Lynch Retirement Services Group 1997 - 1999
Skills
Thought Leadership, Team Management, Business Relationship..., Social Media, Investments, Communication Strategy, employee education, Global Communications, Equity Compensation, stock awards, Retirement Plans, Wealth Management, Financial Advisory, Employee Communications, Employee Engagement, Employer Branding, Campaign Strategy, Collateral Material..., E-communications, Executive Communications, Corporate Actions, IPO, Communication Written, Corporate Communications, Training & Development, Marketing Communications, Project Planning, Print Production, Employee Recognition, Editorial Project..., Email Design, Employee Surveys, Efficiency Improvement, Problem Solving, Client Relationship..., Sales Presentations, Financial Education, Budget Management, Series 7, Series 63, Equities, CRM, Mutual Funds, Strategic Communications, Financial Services, Management, Relationship Management
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science, Business Management
Classic City Insurance Group, Inc. 2014 - Present
Phil Hughes Honda April 2007 - 2014
TeleNet Marketing Solutions January 2005 - April 2007
CitiStreet Retirement Services May 2004 - January 2005
Amvescap Retirement May 2002 - May 2004
AMVESCAP 2002 - 2004
Skills
SEO, SEM, Microsoft Office, PowerPoint, Word, Excel, Inventory Management, Microsoft Money, Sales, Customer Service, Insurance, Microsoft Excel, Marketing, Microsoft Word, Training, Team Leadership, Strategic Planning, Marketing Communications, Sales Management, Analysis, Program Management, Strategy, Recruiting, Lead Generation, Customer Satisfaction, Access, Call Centers, Account Management, Sales Process, Customer Retention, Automotive, B2B, Sales Operations, Time Management, New Business Development, Dealer Management, Management, Team Building, Leadership, Marketing Strategy, Social Media Marketing, Social Media
Education
The University of Georgia 1997 — 2002
Bachelors, Economics
Athens Christian School 1985 — 1997
Diploma, College Prep
Berkshire Hathaway Home Services NJ November 2002 - Present
Berkshire Hathaway Home Services NJ 2002 - Present
Citistreet 1998 - 2002
CitiStreet Retirement Services 1998 - 2002
citistreet 1998 - 2002
ING 1998 - 2002
Smith Barney Plan Services 1998 - 2002
Prudential Financial 1990 - 1996
Prudential Mutual Funds 1990 - 1996
Prudential Retirement 1990 - 1996
Skills
Financial Services, Employee Relations, Retirement Planning, Case Managment, Process Management, Real Estate, Short Sales, Relocation, New Home Sales, Marketing, Sellers, First Time Home Buyers, Mutual Funds, Selling, Condos, Real Estate Transactions, Sales, Residential Homes, Investment Properties, Foreclosures, Townhomes, Buyer Representation, Listings, Case Management
Education
Seton Hall University 1973 — 1977
MBA, Finance
Rutgers University-New Brunswick 1963 — 1967
BA, Economics
Baystate Financial / MetLife Premier Client Group August 2014 - Present
Principal Financial Group February 2010 - August 2014
Nationwide Financial Network August 2005 - February 2010
CITISTREET RETIREMENT SERVICES April 2004 - August 2005
Alliance Benefit Group October 2003 - January 2004
Scudder Retirement Services December 1997 - October 2003
FLEET FINANCIAL October 1997 - December 1997
PUTNAM INVESTOR SERVICES March 1992 - September 1997
Boston Financial Data Services January 1990 - March 1992
JOHN HANCOCK MUTUAL LIFE January 1989 - December 1989
Skills
Retirement Planning, Retirement, Excel, Word, PowerPoint, Long Term Care
Education
Merrimack College 2008 — 2010
Certificate CFP Program, Advanced Degree in Finance
Suffolk University 2000 — 2003
MBA, Business Administration and Management, General
Bentley University 1994 — 1996
Certification in Pension Administration, Retirement Planning
UNIVERSITY OF LOWELL 1987 — 1989
Bachelor of Science, Business Administration/Finance
Northern Essex Community College 1984 — 1986
Associate, Liberal Arts
ExpertPlan April 2006 - September 2013
Morprod Consulting 2002 - April 2006
CitiStreet Retirement Services April 1997 - February 2002
Dreyfus Retirement Services 1993 - 1997
The Bank of New York 1981 - 1993
Skills
Operations Management, Mutual Funds, Financial Services, Banking, Process Improvement, Management, Retirement Planning, Call Center..., Web Content, IT Strategy, 401k Recordkeeping, Mutual Fund Transfer..., Strategic Planning, Process Optimization, P&L Management, Joint Ventures, Organizational..., Start-ups, Turnaround Strategy, Budgets, Project Management, User Experience..., Annuity Administration, Team Leadership, Quality Assurance, Executive Presentations, Cost Reduction..., Risk Management, Needs Asssessment, Benefit Cost Analysis, Business Development, Training and Development, Regulatory Compliance, User Experience, Six Sigma Green Belt
Education
Emporia State University
Bachelor's degree, Education
Sivantos, Inc. (formerly Siemens Hearing Instruments) March 2011 - Present
Centennial Communications Corp March 2001 - April 2011
CitiStreet Retirement Services September 1996 - March 2001
Chase Manhattan Mortgage 1987 - 1996
Education
Fairfield University 1980 — 1984
Psychology
DST Retirement Solutions March 2011 - December 2014
Prudential Financial October 2002 - March 2011
CitiStreet Retirement Services September 1997 - October 2002
ABR Benefits Services February 1996 - September 1997
Skills
Financial Services, 401k, SDLC, Business Analysis, Defined Benefit, Vendor Management, Retirement, Process Improvement, Requirements Gathering, Requirements Analysis, Mutual Funds, Visio, Business Requirements, Pensions, Insurance, Risk Management, Relationship Management, Project Management, User Acceptance Testing, Investments
Education
Rutgers University-New Brunswick 1990 — 1993
BA, Political Science, Philosophy
PNC July 2011 - Present
Altigro Pension Services May 2009 - July 2010
TIAA-CREF February 2007 - March 2008
CitiStreet Retirement Services November 1998 - February 2007
Skills
Benefits Administration, Balance, Analysis, Lotus Notes, Microsoft Excel, Microsoft Word, Quality Control, Account Management, Training, Customer Service, Research, Six Sigma, 401k, Employee Benefits, Human Resources
Education
Middlesex County College 2010 — 2011
Computerized Accounting
Kean University 1992 — 1998
BA, English
Bank of America Merrill Lynch December 2013 - Present
BridgePoint Group, LLC January 2013 - December 2013
Ascensus July 2010 - May 2012
ING April 2006 - April 2009
CitiStreet Retirement Services January 2004 - April 2006
CitiStreet Retirement Services May 2000 - January 2004
Commerce Bank August 1997 - May 2000
Skills
Mutual Funds, Retirement, Relationship Management, CRM, Financial Services, Leadership, Management, 401k, Six Sigma, Investments, Business Process..., Consulting, Interviews, Defined Contribution, Asset Allocation
Education
Kean University
B.A, Psychology
Dorsa Consulting January 2009 - April 2011
Global System Solutions--Consulting Services March 2007 - February 2009
American Portfolios June 2005 - March 2007
Gabriel, Roeder, Smith & Co. March 2004 - June 2005
Citistreet Retirement Services February 1999 - March 2004
Prudential Investments Retirement Services October 1997 - February 1999
Merrill Lynch July 1996 - October 1997
Skills
Retirement Planning, CRM, Retirement, 401k, Business Development, Relationship Management, Employee Benefits, Financial Services, Sales, Pensions, Defined Benefit, Mutual Funds, Series 63, Defined Contribution, Investments, Series 6, Consulting
Education
Florida State University 1993 — 1995
BS, Criminal Justice/Criminology