Equitable Company
Industry: Life insurance company
DescriptionAXA Equitable Life Insurance Company, formerly The Equitable Life Assurance Society of the United States, also known as The Equitable, or simply AXA was founded by Henry Baldwin Hyde in 1859. In 1991, AXA, a French insurance company, acquired majority control of The Equitable. Customer service: 1 (888) 292-4636 Technical support: 1 (877) 222-2144 Headquarters: New York City, NY CEO: Mark Pearson (Feb 11, 2011–) Subsidiaries: U.S. Financial Life Insurance Co., Parent organizations: AXA, AXA Financial, AXA Equitable Holdings, AXA Equitable Financial Services, LLC
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Equitable Employees
Employee
Years
Job
Industry
Mike Burchett Mike Burchett's Equitable Experience 1992 - 1996
Job Connecting with Top Level Technical eCommerce Professionals
Industry Staffing and Recruiting
Experience
Belk November 2011 - Present
Lowe's August 2009 - November 2011
Meridian Technologies July 2009 - August 2009
Revolution Technologies June 2009 - July 2009
Diversant September 2007 - June 2008
Aquent October 2004 - July 2007
Renaissance Worldwide/Aquent August 2000 - October 2004
eTec Solutions 1999 - 2000
Bank of America 1997 - 1999
Equitable 1992 - 1996
Skills
Recruiting, IT Recruitment, Financial Services, Marketing, Branch Management, Human Resources, Information Technology, Internet Recruiting, Benefits Negotiation, Applicant Tracking..., Technical Recruiting, Contract Recruitment, Social Media, Team Leadership, Strategic Planning, Succession Planning, Leadership, CRM, Sourcing, College Recruiting, Employee Engagement, SDLC, Employee Relations, Interviews, Performance Management, Talent Management, Vendor Management, HRIS, Temporary Placement, Talent Acquisition, Hiring
Education
North Carolina State University 1987 — 1991
Bachelor of Arts (B.A.), Business Administration, Management and Operations
North Carolina State University 1987 — 1991
Bachelor of Arts (B.A.), Economics
East Mecklenburg High School
Belk November 2011 - Present
Lowe's August 2009 - November 2011
Meridian Technologies July 2009 - August 2009
Revolution Technologies June 2009 - July 2009
Diversant September 2007 - June 2008
Aquent October 2004 - July 2007
Renaissance Worldwide/Aquent August 2000 - October 2004
eTec Solutions 1999 - 2000
Bank of America 1997 - 1999
Equitable 1992 - 1996
Skills
Recruiting, IT Recruitment, Financial Services, Marketing, Branch Management, Human Resources, Information Technology, Internet Recruiting, Benefits Negotiation, Applicant Tracking..., Technical Recruiting, Contract Recruitment, Social Media, Team Leadership, Strategic Planning, Succession Planning, Leadership, CRM, Sourcing, College Recruiting, Employee Engagement, SDLC, Employee Relations, Interviews, Performance Management, Talent Management, Vendor Management, HRIS, Temporary Placement, Talent Acquisition, Hiring
Education
North Carolina State University 1987 — 1991
Bachelor of Arts (B.A.), Business Administration, Management and Operations
North Carolina State University 1987 — 1991
Bachelor of Arts (B.A.), Economics
East Mecklenburg High School
Kathleen Roland Kathleen Roland's Equitable Experience 1985 - 1987
Job Instructional Leader and Educator
Industry Primary/Secondary Education
Experience
Moriarty-Edgewood School District August 1990 - August 2015
Moriarty-Edgewood School District December 2007 - April 2008
Equicor 1987 - 1989
Equitable 1985 - 1987
Skills
Teaching, Differentiated..., Educational Assessment, Curriculum Development, Teaching English..., Teacher Mentoring, Curriculum Design, Pilot..., Classroom Management, Lesson Planning, Educational Technology, Research, Tutoring, Microsoft Word, Public Speaking, Microsoft Office, Customer Service, Elementary Education, Literacy, Teacher Training, Educational Leadership
Education
The University of New Mexico 1995 — 1998
Master's degree, Elementary Education: Curriculum and Instruction in Multicultural Teacher Education
The College of Santa Fe 2006 — 2007
Reading Endorsement, Elementary Education and Teaching
Macalester College 1980 — 1984
Bachelor of Arts (B.A.), Biology, Geology
Mayo High School 1976 — 1980
Moriarty-Edgewood School District August 1990 - August 2015
Moriarty-Edgewood School District December 2007 - April 2008
Equicor 1987 - 1989
Equitable 1985 - 1987
Skills
Teaching, Differentiated..., Educational Assessment, Curriculum Development, Teaching English..., Teacher Mentoring, Curriculum Design, Pilot..., Classroom Management, Lesson Planning, Educational Technology, Research, Tutoring, Microsoft Word, Public Speaking, Microsoft Office, Customer Service, Elementary Education, Literacy, Teacher Training, Educational Leadership
Education
The University of New Mexico 1995 — 1998
Master's degree, Elementary Education: Curriculum and Instruction in Multicultural Teacher Education
The College of Santa Fe 2006 — 2007
Reading Endorsement, Elementary Education and Teaching
Macalester College 1980 — 1984
Bachelor of Arts (B.A.), Biology, Geology
Mayo High School 1976 — 1980
Leonard ( Len ) Simpson, RFC®, AIF® Leonard ( Len ) Simpson, RFC®, AIF®'s Equitable Experience 1988 - 2004
Job Helping Clients Build and Plan Their Financial Future
Industry Financial Services
Experience
20/20 Financial Advisers of Sacramento LLC June 2006 - Present
UNIFI Companies May 2004 - June 2006
AXA Advisors 1995 - 2004
Equitable 1988 - 2004
Education
University of California, Davis 1999 — 2001
Certificate, Personal Financial Planning
Florida International University 1975 — 1979
BS, Criminal Justice
20/20 Financial Advisers of Sacramento LLC June 2006 - Present
UNIFI Companies May 2004 - June 2006
AXA Advisors 1995 - 2004
Equitable 1988 - 2004
Education
University of California, Davis 1999 — 2001
Certificate, Personal Financial Planning
Florida International University 1975 — 1979
BS, Criminal Justice
Revi Jackson Revi Jackson's Equitable Experience 1989 - 1994
Job Controller at Microcopy Inc.
Industry Accounting
Experience
Microcopy Dental January 2011 - Present
Euramax December 2007 - January 2011
Kemira Chemicals Inc. May 2000 - December 2007
Vinings Industries / kemira May 2000 - May 2004
Nevins Marketing Group 1998 - 2000
Equitable 1989 - 1994
Hilton Hotel 1987 - 1989
Skills
Financial Reporting, Cost Accounting, Cash Management, Forecasting, Financial Audits, Variance Analysis, Hyperion Enterprise, Accounts Payable, SAP, Financial Analysis, Process Improvement, ERP, Accounting, Managerial Finance, Account Reconciliation
Education
Troy University 1984 — 1988
Accounting, Accounting and Finance
Microcopy Dental January 2011 - Present
Euramax December 2007 - January 2011
Kemira Chemicals Inc. May 2000 - December 2007
Vinings Industries / kemira May 2000 - May 2004
Nevins Marketing Group 1998 - 2000
Equitable 1989 - 1994
Hilton Hotel 1987 - 1989
Skills
Financial Reporting, Cost Accounting, Cash Management, Forecasting, Financial Audits, Variance Analysis, Hyperion Enterprise, Accounts Payable, SAP, Financial Analysis, Process Improvement, ERP, Accounting, Managerial Finance, Account Reconciliation
Education
Troy University 1984 — 1988
Accounting, Accounting and Finance
Jay Raghavan Jay Raghavan's Equitable Experience April 1985 - March 1997
Job Senior Real Estate Executive
Industry Commercial Real Estate
Experience
Deborah's Place July 2015 - Present
Morgan Stanley November 2003 - January 2009
Lend Lease Real Estate April 1997 - October 2003
Equitable April 1985 - March 1997
Skills
Portfolio Management, Asset Management, Restructuring, Client..., Team Leadership, Real Estate Development, Real Estate Transactions, Organizational..., Dispositions, Real Estate Investment, Asset Managment, Disposition, Real Estate, Investment Properties, Commercial Real Estate, Business Development, Investments, Negotiation, Real Estate Economics, Acquisitions, Due Diligence, Mergers & Acquisitions, Strategy, Equities, Corporate Real Estate, Valuation
Education
DePaul University
MBA, Real Estate Finance
DePaul University
BS, Commerce
Deborah's Place July 2015 - Present
Morgan Stanley November 2003 - January 2009
Lend Lease Real Estate April 1997 - October 2003
Equitable April 1985 - March 1997
Skills
Portfolio Management, Asset Management, Restructuring, Client..., Team Leadership, Real Estate Development, Real Estate Transactions, Organizational..., Dispositions, Real Estate Investment, Asset Managment, Disposition, Real Estate, Investment Properties, Commercial Real Estate, Business Development, Investments, Negotiation, Real Estate Economics, Acquisitions, Due Diligence, Mergers & Acquisitions, Strategy, Equities, Corporate Real Estate, Valuation
Education
DePaul University
MBA, Real Estate Finance
DePaul University
BS, Commerce
Ryan Faris Ryan Faris's Equitable Experience February 2003 - August 2004
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
Smith Barney September 2004 - October 2009
Equitable February 2003 - August 2004
Skills
CRM, Cold Calling, Finance, Financial Advisory, Financial Goals, Insurance, Investments, Microsoft Excel, Retirement, Series 7, Asset Allocation
Education
Central Michigan University 1998 — 2002
Bachelor of Science, Business AdministrationFinance and Investments
Merrill Lynch October 2009 - Present
Smith Barney September 2004 - October 2009
Equitable February 2003 - August 2004
Skills
CRM, Cold Calling, Finance, Financial Advisory, Financial Goals, Insurance, Investments, Microsoft Excel, Retirement, Series 7, Asset Allocation
Education
Central Michigan University 1998 — 2002
Bachelor of Science, Business AdministrationFinance and Investments
Paul Belcher Paul Belcher's Equitable Experience September 1985 - September 1997
Job Financial Advisor and VP w/Cornerstone Private Client Group\ retirement planning\ IRA planning\ social security planning
Industry Financial Services
Experience
Cornerstone Private Client Group March 2011 - Present
Belcher & Associates October 1985 - February 2011
Equitable September 1985 - September 1997
Skills
Retirement, Insurance, Finance, Investment Management, Tax, Retirement Planning, Strategic Planning, Securities, Variable Annuities, Public Speaking, New Business Development, Budgets
Education
Emory University 1975 — 1979
none, Doctoral Studies in Religion
Nazarene Theological Seminary 1971 — 1975
Master of Divinity, Religious Studies
Vanderbilt Divinity School 1970 — 1971
none, Religious Sutdies
Scarritt College 1968 — 1969
B.A., Behavioral Sciences
Trevecca College 1965 — 1968
none, undergraduate studies
Cornerstone Private Client Group March 2011 - Present
Belcher & Associates October 1985 - February 2011
Equitable September 1985 - September 1997
Skills
Retirement, Insurance, Finance, Investment Management, Tax, Retirement Planning, Strategic Planning, Securities, Variable Annuities, Public Speaking, New Business Development, Budgets
Education
Emory University 1975 — 1979
none, Doctoral Studies in Religion
Nazarene Theological Seminary 1971 — 1975
Master of Divinity, Religious Studies
Vanderbilt Divinity School 1970 — 1971
none, Religious Sutdies
Scarritt College 1968 — 1969
B.A., Behavioral Sciences
Trevecca College 1965 — 1968
none, undergraduate studies
Mark Ungemach Mark Ungemach's Equitable Experience August 1988 - January 1996
Job General Manager And Manager Of Development at Arena K9
Industry Recreational Facilities and Services
Experience
Arena K9 January 2013 - Present
Prudential Fox & Roach (Now Berkshire Hathaway Fox & Roach) February 2002 - March 2013
Ungemach Communications, LLC June 1997 - February 2002
AT&T January 1996 - June 1997
Equitable August 1988 - January 1996
Academy of Friends 1991 - 1994
Ropers, Majeski, Kohn & Bentley 1982 - 1984
Ogilvy & Mather Advertising, Chicago June 1979 - September 1981
Skills
Sellers, Real Estate, Real Estate Transactions, Investment Properties, REO, Buyer Representation, First Time Home Buyers, Fundraising, Relocation, Single Family Homes, Referrals, Listings, Condos, Residential Homes, Non-profits, Public Relations, Customer Service, Nonprofits, Leadership, Management, Strategic Planning
Education
University of California, Berkeley 1982 — 1984
Bachelors, Political Science, Rhetoric
Saint Louis University 1980 — 1982
Westtown School 1975 — 1980
High School Diploma
Mather 1974 — 1975
Tokeneke 1967 — 1974
Arena K9 January 2013 - Present
Prudential Fox & Roach (Now Berkshire Hathaway Fox & Roach) February 2002 - March 2013
Ungemach Communications, LLC June 1997 - February 2002
AT&T January 1996 - June 1997
Equitable August 1988 - January 1996
Academy of Friends 1991 - 1994
Ropers, Majeski, Kohn & Bentley 1982 - 1984
Ogilvy & Mather Advertising, Chicago June 1979 - September 1981
Skills
Sellers, Real Estate, Real Estate Transactions, Investment Properties, REO, Buyer Representation, First Time Home Buyers, Fundraising, Relocation, Single Family Homes, Referrals, Listings, Condos, Residential Homes, Non-profits, Public Relations, Customer Service, Nonprofits, Leadership, Management, Strategic Planning
Education
University of California, Berkeley 1982 — 1984
Bachelors, Political Science, Rhetoric
Saint Louis University 1980 — 1982
Westtown School 1975 — 1980
High School Diploma
Mather 1974 — 1975
Tokeneke 1967 — 1974
Doug Jory Doug Jory's Equitable Experience July 1987 - November 1989
Job Project Manager at AMEC
Industry Oil & Energy
Experience
AMEC March 1985 - Present
H.J. Russell & Company September 1994 - May 1997
Adtranz January 1992 - August 1994
Equitable July 1987 - November 1989
PT&C April 1984 - March 1985
Skills
Project Control, Budgets, CPM Scheduling, Primavera P6, Process Optimization, Risk Management, Construction Management, Procurement, MS Project, Cost Control, Project Management, Engineering, Construction, EPC, Project Planning, Project Engineering, Project Delivery, Program Management, Subcontracting, Project Estimation, Earned Value Management, Cost Engineering, Contract Management, WBS, Petrochemical, Cost Management, Power Plants, Commissioning, Piping, FEED, Petroleum, Pipelines, Nuclear, Refinery, Construction Safety, Gas, Power Generation, Process Scheduler, Factory, Civil Engineering, Energy, Inspection, Oil/Gas, Process Engineering, Engineering Design, Mining, Materials, Instrumentation, Feasibility Studies, DCS
Education
Georgia Institute of Technology 1979 — 1984
BISyE
AMEC March 1985 - Present
H.J. Russell & Company September 1994 - May 1997
Adtranz January 1992 - August 1994
Equitable July 1987 - November 1989
PT&C April 1984 - March 1985
Skills
Project Control, Budgets, CPM Scheduling, Primavera P6, Process Optimization, Risk Management, Construction Management, Procurement, MS Project, Cost Control, Project Management, Engineering, Construction, EPC, Project Planning, Project Engineering, Project Delivery, Program Management, Subcontracting, Project Estimation, Earned Value Management, Cost Engineering, Contract Management, WBS, Petrochemical, Cost Management, Power Plants, Commissioning, Piping, FEED, Petroleum, Pipelines, Nuclear, Refinery, Construction Safety, Gas, Power Generation, Process Scheduler, Factory, Civil Engineering, Energy, Inspection, Oil/Gas, Process Engineering, Engineering Design, Mining, Materials, Instrumentation, Feasibility Studies, DCS
Education
Georgia Institute of Technology 1979 — 1984
BISyE
Andy Gellepis Andy Gellepis's Equitable Experience August 1980 - February 1984
Job Managing Broker at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage November 2013 - Present
Frank Howard Allen July 2001 - November 2013
Frank Howard Allen Realtors 2001 - October 2013
Equitable August 1980 - February 1984
Skills
Investment Properties, First Time Home Buyers, Single Family Homes, Buyer Representation, Foreclosures, Condos, New Home Sales, Real Estate Transactions, Property Management, Mortgage Lending, Selling, Luxury, Investments, ABR, FHA, Commercial Real Estate, Negotiation, Real Estate Development, Referrals, Real Estate Financing, Property, Seniors, Rentals, Townhomes, Leases, Buyers, Brokerage, Sales
Education
University of Colorado Boulder 1974 — 1978
BA, Business/Finance
Crestmoor High School 1970 — 1974
Bachelor of Science (BS), College Prep
Coldwell Banker Residential Brokerage November 2013 - Present
Frank Howard Allen July 2001 - November 2013
Frank Howard Allen Realtors 2001 - October 2013
Equitable August 1980 - February 1984
Skills
Investment Properties, First Time Home Buyers, Single Family Homes, Buyer Representation, Foreclosures, Condos, New Home Sales, Real Estate Transactions, Property Management, Mortgage Lending, Selling, Luxury, Investments, ABR, FHA, Commercial Real Estate, Negotiation, Real Estate Development, Referrals, Real Estate Financing, Property, Seniors, Rentals, Townhomes, Leases, Buyers, Brokerage, Sales
Education
University of Colorado Boulder 1974 — 1978
BA, Business/Finance
Crestmoor High School 1970 — 1974
Bachelor of Science (BS), College Prep
Patricia Bradbury Patricia Bradbury's Equitable Experience 1980 - 1992
Job Insurance Professional
Industry Insurance
Experience
George J Smith & Son December 2009 - August 2011
State Farm Insurance Companies December 1992 - May 2009
Equitable 1980 - 1992
Skills
Licensed Producer for...
Education
Milford High School
Sacred Heart University
George J Smith & Son December 2009 - August 2011
State Farm Insurance Companies December 1992 - May 2009
Equitable 1980 - 1992
Skills
Licensed Producer for...
Education
Milford High School
Sacred Heart University
Jared Elliot Jared Elliot's Equitable Experience May 1990 - August 1990
Job Manager, CFO Services at Accountants One
Industry Financial Services
Experience
Accountants One January 2012 - Present
Dunwoody Diamond Club, Inc. August 2011 - Present
Walton-Elliot Solar Ventures March 2011 - December 2011
Tatum LLC January 1998 - April 2010
EQ Services, Inc 1992 - 1995
Equitable May 1990 - August 1990
Bank One 1988 - 1989
Barnett Bank of Florida, NA 1983 - 1987
Skills
Process Design,..., Budget Planning, Cost..., Data Analysis and..., Project Management, Facility Development,..., Service Operations..., Management, Financial Modeling, Budgets, Operations Management, Project Planning, Sarbanes-Oxley Act, Forecasting, Data Analysis, Start-ups, Fundraising, Strategy, Business Development, Finance, Team Leadership, Entrepreneurship, Analysis, Recruiting, CRM, Leadership
Education
Rollins College - Crummer Graduate School of Business 1989 — 1991
M.B.A., Business, 3.72
University of Kentucky 1978 — 1982
Bachelor's Degree, Accounting
Accountants One January 2012 - Present
Dunwoody Diamond Club, Inc. August 2011 - Present
Walton-Elliot Solar Ventures March 2011 - December 2011
Tatum LLC January 1998 - April 2010
EQ Services, Inc 1992 - 1995
Equitable May 1990 - August 1990
Bank One 1988 - 1989
Barnett Bank of Florida, NA 1983 - 1987
Skills
Process Design,..., Budget Planning, Cost..., Data Analysis and..., Project Management, Facility Development,..., Service Operations..., Management, Financial Modeling, Budgets, Operations Management, Project Planning, Sarbanes-Oxley Act, Forecasting, Data Analysis, Start-ups, Fundraising, Strategy, Business Development, Finance, Team Leadership, Entrepreneurship, Analysis, Recruiting, CRM, Leadership
Education
Rollins College - Crummer Graduate School of Business 1989 — 1991
M.B.A., Business, 3.72
University of Kentucky 1978 — 1982
Bachelor's Degree, Accounting
Nancy Tezak Dawson Nancy Tezak Dawson's Equitable Experience 2005 - 2007
Job Realtor at Russ Lyon Sotheby's International Realty
Industry Real Estate
Experience
Russ Lyon Sotheby's International Realty 2010 - Present
Realty Executives 2009 - 2010
ReMax Excalibur Realty 2007 - 2009
Equitable 2005 - 2007
Coldwell Banker Real Estate May 2002 - May 2005
Russ Lyon Realty May 2000 - May 2002
Skills
ABR, Residential Homes, Investors, Real Estate Transactions, e-PRO, Income Properties, HUD, Listing Homes, Seller Representation, Resellers, New Homes, Buyers, Move Up Buyers, Real Property, SFR, Waterfront, Home Staging, Property, Selling, 1031 Exchanges, Relocation Buyers, Rentals
Education
Gateway Community College 2011 — 2011
Health Administration
Joliet Junior College 1978 — 1980
Accounting
Joliet West High School 1974 — 1978
Russ Lyon Sotheby's International Realty 2010 - Present
Realty Executives 2009 - 2010
ReMax Excalibur Realty 2007 - 2009
Equitable 2005 - 2007
Coldwell Banker Real Estate May 2002 - May 2005
Russ Lyon Realty May 2000 - May 2002
Skills
ABR, Residential Homes, Investors, Real Estate Transactions, e-PRO, Income Properties, HUD, Listing Homes, Seller Representation, Resellers, New Homes, Buyers, Move Up Buyers, Real Property, SFR, Waterfront, Home Staging, Property, Selling, 1031 Exchanges, Relocation Buyers, Rentals
Education
Gateway Community College 2011 — 2011
Health Administration
Joliet Junior College 1978 — 1980
Accounting
Joliet West High School 1974 — 1978
Cindy Goss Cindy Goss's Equitable Experience January 1985 - May 1992
Job System Administrator Engineering / Global Scheduling Tier III Support / Tripwire Administrator at Levi Strauss & Co.
Industry Information Technology and Services
Experience
Levi Strauss & Co. July 1995 - Present
Harris Methodist Hospital Ft Worth May 1994 - July 1995
Equitable January 1985 - May 1992
Skills
TWS Scheduling, IBM Tivoli, Tripwire Enterprise, IT Strategy, Visio, Change Management, IT Service Management, ERP, Cross-functional Team..., Business Analysis, Business Process, SAP, Integration, Data Center, Disaster Recovery, Business Process..., Software Documentation, ITIL, Team Leadership, IT Management, Operations Management, Business Intelligence, Project Management, Outsourcing, PMO, System Management / TWS, Vendor Management
Education
Tarrant County College
Levi Strauss & Co. July 1995 - Present
Harris Methodist Hospital Ft Worth May 1994 - July 1995
Equitable January 1985 - May 1992
Skills
TWS Scheduling, IBM Tivoli, Tripwire Enterprise, IT Strategy, Visio, Change Management, IT Service Management, ERP, Cross-functional Team..., Business Analysis, Business Process, SAP, Integration, Data Center, Disaster Recovery, Business Process..., Software Documentation, ITIL, Team Leadership, IT Management, Operations Management, Business Intelligence, Project Management, Outsourcing, PMO, System Management / TWS, Vendor Management
Education
Tarrant County College
Tony Rosario Tony Rosario's Equitable Experience January 1994 - March 1996
Job Senior Vice President at General Vision & Hearing Services
Industry Insurance
Experience
General Vision & Hearing Services August 2015 - Present
Davis Vision September 1999 - July 2015
USI Administrators April 1996 - August 1999
Equitable January 1994 - March 1996
Skills
Key Account Management, Customer Service, Sales, Team Building, Sales Management, Strategic Planning, Account Management, New Business Development, Business Development, Process Improvement, Recruiting, Leadership, Management, Customer Retention, Managed Care, Healthcare, Sales Process, Product Marketing, Training, Health Insurance, Insurance, Forecasting, Performance Management, Market Analysis, Budgets, Marketing, Customer Satisfaction, Marketing Strategy, Cross-functional Team...
Education
Long Island University, C.W. Post Campus 1990 — 1992
Psychology
Farmingdale State University of New York 1987 — 1989
Associate of Arts and Sciences (A.A.S.)
General Vision & Hearing Services August 2015 - Present
Davis Vision September 1999 - July 2015
USI Administrators April 1996 - August 1999
Equitable January 1994 - March 1996
Skills
Key Account Management, Customer Service, Sales, Team Building, Sales Management, Strategic Planning, Account Management, New Business Development, Business Development, Process Improvement, Recruiting, Leadership, Management, Customer Retention, Managed Care, Healthcare, Sales Process, Product Marketing, Training, Health Insurance, Insurance, Forecasting, Performance Management, Market Analysis, Budgets, Marketing, Customer Satisfaction, Marketing Strategy, Cross-functional Team...
Education
Long Island University, C.W. Post Campus 1990 — 1992
Psychology
Farmingdale State University of New York 1987 — 1989
Associate of Arts and Sciences (A.A.S.)
Charles Finazzo Charles Finazzo's Equitable Experience November 1982 - November 1989
Job Senior Property Mgr
Industry Real Estate
Experience
Lincoln Harris November 2009 - Present
Equitable November 1982 - November 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
BROWARD 1981 — 1982
Associate's degree, Business Administration and Management, General
Broward College 1981 — 1982
AA
Lincoln Harris November 2009 - Present
Equitable November 1982 - November 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
BROWARD 1981 — 1982
Associate's degree, Business Administration and Management, General
Broward College 1981 — 1982
AA
Gary Wagner Gary Wagner's Equitable Experience 1990 - 1994
Job Principal/COO at Carnegie Investment Counsel
Industry Financial Services
Experience
Carnegie Investment Counsel May 2009 - Present
Carnegie Capital Asset Management Company September 2003 - April 2009
The Reserve Funds June 2000 - June 2002
Schwab Institutional January 1995 - June 2000
Federated Investors December 1993 - January 1995
Equitable 1990 - 1994
Skills
Investments, Series 7, Wealth Management, Series 63, Asset Managment, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Securities, Investment Advisory, Portfolio Management, Hedge Funds, Series 24, Financial Services, Fixed Income, Investment Strategies, Financial Advisory, Strategic Financial..., Trading
Education
Kent State University - Graduate School of Management 2003 — 2005
MBA, Business Administration
Duquesne University 1986 — 1990
B.S., Finance and Marketing
Carnegie Investment Counsel May 2009 - Present
Carnegie Capital Asset Management Company September 2003 - April 2009
The Reserve Funds June 2000 - June 2002
Schwab Institutional January 1995 - June 2000
Federated Investors December 1993 - January 1995
Equitable 1990 - 1994
Skills
Investments, Series 7, Wealth Management, Series 63, Asset Managment, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Securities, Investment Advisory, Portfolio Management, Hedge Funds, Series 24, Financial Services, Fixed Income, Investment Strategies, Financial Advisory, Strategic Financial..., Trading
Education
Kent State University - Graduate School of Management 2003 — 2005
MBA, Business Administration
Duquesne University 1986 — 1990
B.S., Finance and Marketing
Daphne Bertholf Daphne Bertholf's Equitable Experience May 1995 - May 1996
Job CFO at Bug Busters USA
Industry Facilities Services
Experience
Bug Busters USA January 2004 - Present
Atlantic Station LLC January 2001 - January 2005
Turner Broadcasting May 1996 - January 2001
Equitable May 1995 - May 1996
Mauldin & Jenkins, LLC July 1992 - May 1995
Skills
Financial Reporting, Financial Analysis, Accounting, Account Management, Mergers, Corporate Finance, Project Management, QuickBooks, Strategic Planning, Process Improvement, Team Building, Operations Management, Contract Negotiation, CPA, Budgets, Sales, Forecasting
Education
The University of Georgia 1987 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
Northside high school, atlanta ga 1986 — 1987
Bug Busters USA January 2004 - Present
Atlantic Station LLC January 2001 - January 2005
Turner Broadcasting May 1996 - January 2001
Equitable May 1995 - May 1996
Mauldin & Jenkins, LLC July 1992 - May 1995
Skills
Financial Reporting, Financial Analysis, Accounting, Account Management, Mergers, Corporate Finance, Project Management, QuickBooks, Strategic Planning, Process Improvement, Team Building, Operations Management, Contract Negotiation, CPA, Budgets, Sales, Forecasting
Education
The University of Georgia 1987 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
Northside high school, atlanta ga 1986 — 1987
Victor Ray's Equitable Experience January 2014 - Present
Job Pastor at St Francis of Assiss Church, an ECC parish
Industry Electrical/Electronic Manufacturing
Experience
St Francis of Assiss Church, an ECC parish January 2015 - Present
Supervior - CDD 8 November 2014 - Present
Equitable January 2014 - Present
Regal Services January 2014 - Present
Regal Landscape and Design July 2013 - Present
Our Lady of Guadalupe Church November 2011 - July 2013
Walkers Point Association June 2011 - July 2013
IEWC Global Solutions July 1998 - December 2012
Newark Electronics December 1984 - July 1999
Skills
New Business Development, Account Management, Team Building, Leadership, Sales, Management, Sales Operations, Negotiation, Sales Management, Key Account Management, Selling, Contract Negotiation, Strategic Planning, Marketing Strategy, International Sales, Direct Sales, B2B, Purchasing, Business Development, Forecasting, Product Marketing, Customer Service, Sales Process, Manufacturing, Pricing, Business Strategy, Program Management, Cross-functional Team..., P&L Management
Education
California State University-Fullerton 1978 — 1982
BA Communications, Public Relations Minor, Public Relations, Speech Communications
St. Mary's 1975 — 1977
Noviate, Studies for Catholic Priesthood
st. Vincents seminary 1971 — 1975
diploma, high school
Sacred Heart School of Theology
N/A, Studied Pastoral Theology
St Francis of Assiss Church, an ECC parish January 2015 - Present
Supervior - CDD 8 November 2014 - Present
Equitable January 2014 - Present
Regal Services January 2014 - Present
Regal Landscape and Design July 2013 - Present
Our Lady of Guadalupe Church November 2011 - July 2013
Walkers Point Association June 2011 - July 2013
IEWC Global Solutions July 1998 - December 2012
Newark Electronics December 1984 - July 1999
Skills
New Business Development, Account Management, Team Building, Leadership, Sales, Management, Sales Operations, Negotiation, Sales Management, Key Account Management, Selling, Contract Negotiation, Strategic Planning, Marketing Strategy, International Sales, Direct Sales, B2B, Purchasing, Business Development, Forecasting, Product Marketing, Customer Service, Sales Process, Manufacturing, Pricing, Business Strategy, Program Management, Cross-functional Team..., P&L Management
Education
California State University-Fullerton 1978 — 1982
BA Communications, Public Relations Minor, Public Relations, Speech Communications
St. Mary's 1975 — 1977
Noviate, Studies for Catholic Priesthood
st. Vincents seminary 1971 — 1975
diploma, high school
Sacred Heart School of Theology
N/A, Studied Pastoral Theology
Jean-Claude Godlewski Jean-Claude Godlewski's Equitable Experience 1972 - 1988
Job Vice President at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon August 2002 - Present
Prudential Insurance November 1997 - August 2002
CNA January 1996 - July 1997
Continental Insurance May 1989 - December 1995
Equitable 1972 - 1988
Skills
Employee Benefits, Payroll, Process Improvement, Data Conversion, PeopleSoft, HRIS, Business Analysis, Pensions, Human Resources, Requirements Analysis, SDLC, Deferred Compensation, Financial Services, Software Documentation, Vendor Management, Requirements Gathering, Risk Management, Business Process...
Education
Montclair State University 1973 — 1974
Statistics
New Jersey City University 1967 — 1971
BA, Mathematics
Cliffside Park High School 1963 — 1967
Academic
Bank of New York Mellon August 2002 - Present
Prudential Insurance November 1997 - August 2002
CNA January 1996 - July 1997
Continental Insurance May 1989 - December 1995
Equitable 1972 - 1988
Skills
Employee Benefits, Payroll, Process Improvement, Data Conversion, PeopleSoft, HRIS, Business Analysis, Pensions, Human Resources, Requirements Analysis, SDLC, Deferred Compensation, Financial Services, Software Documentation, Vendor Management, Requirements Gathering, Risk Management, Business Process...
Education
Montclair State University 1973 — 1974
Statistics
New Jersey City University 1967 — 1971
BA, Mathematics
Cliffside Park High School 1963 — 1967
Academic
Lori Beresford's Equitable Experience Tax DepartmentDeloitte and Touche1985 - 1989
Job Realtor at Equitable
Industry Real Estate
Experience
Equitable Tax DepartmentDeloitte and Touche1985 - 1989
Education
Pace University-Pleasantville/Briarcliff Campus 1981 — 1985
Equitable Tax DepartmentDeloitte and Touche1985 - 1989
Education
Pace University-Pleasantville/Briarcliff Campus 1981 — 1985
Janice Brody's Equitable Experience 2005 - Present
Job Realtor
Industry Real Estate
Experience
Equitable Sotheby's International Realty May 2006 - Present
Equitable 2005 - Present
Janice Heiden Photography 1988 - Present
Education
University of California, Los Angeles 1968 — 1972
BA, Theatre and Photography
Equitable Sotheby's International Realty May 2006 - Present
Equitable 2005 - Present
Janice Heiden Photography 1988 - Present
Education
University of California, Los Angeles 1968 — 1972
BA, Theatre and Photography
Doug Ingersoll's Equitable Experience 2003 - Present
Job Real Estate Consultant and Contractor
Industry Real Estate
Experience
Equitable 2003 - Present
Vanguard Group October 1999 - January 2005
World Travel Inns June 1996 - August 1998
Marriott January 1986 - June 1996
Education
Purdue University 1981 — 1985
Equitable 2003 - Present
Vanguard Group October 1999 - January 2005
World Travel Inns June 1996 - August 1998
Marriott January 1986 - June 1996
Education
Purdue University 1981 — 1985
Carol Balboni's Equitable Experience 2005 - 2007
Job Realtor at Russ Lyon Sotheby's International Realty
Industry Real Estate
Experience
Russ Lyon Sotheby's International Realty 2007 - Present
Russ Lyon Sotheby's International Realty 2007 - Present
Russ Lyon Sotheby's International Realty - Scottsdale, Arizona 2001 - Present
Equitable 2005 - 2007
Coldwell Banker February 2002 - 2005
Dial Corporation December 1999 - December 2001
Digital Equipment Corp/Compaq 1980 - 1999
Skills
Sellers, Vacation Homes, Real Estate, Relocation, Buyer Representation, Residential Homes, Real Property, Marketing, Finance, Single Family Homes, Luxury, Investment Properties, Condos, Buyers, Listings, ABR
Education
Franklin Pierce College
BS, Business Management, Marketing
Newton High School
Russ Lyon Sotheby's International Realty 2007 - Present
Russ Lyon Sotheby's International Realty 2007 - Present
Russ Lyon Sotheby's International Realty - Scottsdale, Arizona 2001 - Present
Equitable 2005 - 2007
Coldwell Banker February 2002 - 2005
Dial Corporation December 1999 - December 2001
Digital Equipment Corp/Compaq 1980 - 1999
Skills
Sellers, Vacation Homes, Real Estate, Relocation, Buyer Representation, Residential Homes, Real Property, Marketing, Finance, Single Family Homes, Luxury, Investment Properties, Condos, Buyers, Listings, ABR
Education
Franklin Pierce College
BS, Business Management, Marketing
Newton High School
Sally Gerdes's Equitable Experience Director of MusicBethlehem Luthern Church1972 - 1985
Job Realtor at Equitable
Industry Real Estate
Experience
Equitable Director of MusicBethlehem Luthern Church1972 - 1985
Education
Carthage College 1960 — 1964
BA, Organ Major, Music Education
Equitable Director of MusicBethlehem Luthern Church1972 - 1985
Education
Carthage College 1960 — 1964
BA, Organ Major, Music Education
Peter Cherches's Equitable Experience 1985 - 2006
Job Proofreader at Bloomingdale's
Industry Writing and Editing
Experience
Bloomingdale's April 2008 - Present
AXA 1985 - 2006
Equitable 1985 - 2006
ogilvy & mather 2003 - 2005
The Guardian Life Insurance Company of America 1997 - 1997
Skills
Copy Editing, Copywriting
Education
New York University 1992 — 1997
Ph. D., American Studies
Bloomingdale's April 2008 - Present
AXA 1985 - 2006
Equitable 1985 - 2006
ogilvy & mather 2003 - 2005
The Guardian Life Insurance Company of America 1997 - 1997
Skills
Copy Editing, Copywriting
Education
New York University 1992 — 1997
Ph. D., American Studies
Mike Tittmann's Equitable Experience 1972 - 1997
Job Director at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse July 2008 - Present
Mike Tittmann Consulting, LLC November 2007 - June 2008
Lehman Brothers July 1997 - October 2007
AXA Equitable June 1972 - July 1997
Equitable 1972 - 1997
Skills
Investment Banking, Prime Brokerage, Equities, Capital Markets, Fixed Income, Relationship Management, Trading Systems, Hedge Funds, Financial Services, Portfolio Management, Financial Markets, Back Office, Derivatives, Middle Office, FX Options, Market Data
Education
Queens College 1971 — 1972
Credit Suisse July 2008 - Present
Mike Tittmann Consulting, LLC November 2007 - June 2008
Lehman Brothers July 1997 - October 2007
AXA Equitable June 1972 - July 1997
Equitable 1972 - 1997
Skills
Investment Banking, Prime Brokerage, Equities, Capital Markets, Fixed Income, Relationship Management, Trading Systems, Hedge Funds, Financial Services, Portfolio Management, Financial Markets, Back Office, Derivatives, Middle Office, FX Options, Market Data
Education
Queens College 1971 — 1972
Ramana Dasari's Equitable Experience August 1999 - February 2000
Job Director at UBS
Industry Financial Services
Experience
Financial DirectorUBSApril 2005 - July 2010
Lehman Brothers January 2000 - March 2005
Equitable August 1999 - February 2000
Various Companies August 1995 - August 1999
Education
Syracuse University 1993 — 1996
Financial DirectorUBSApril 2005 - July 2010
Lehman Brothers January 2000 - March 2005
Equitable August 1999 - February 2000
Various Companies August 1995 - August 1999
Education
Syracuse University 1993 — 1996
Muriel Petri CLU, ChfC's Equitable Experience 1985 - 1995
Job President at Insurance Marketing Alliances, USA LLC
Industry Marketing and Advertising
Experience
Insurance Marketing Alliances, USA LLC September 2013 - Present
Petri Consulting Group September 1998 - Present
MetLife Brokerage 1994 - 1998
Equitable 1985 - 1995
Skills
Marketing, Direct Marketing, Strategic Planning, Marketing Strategy, Social Media Marketing, Business Strategy, Insurance, Marketing Communications, Project Management, Email Marketing, Business Development, Strategy, Business Planning, CRM, Leadership
Education
Long Island University, C.W. Post Campus
Bachelor of Science (BS), Economics
Insurance Marketing Alliances, USA LLC September 2013 - Present
Petri Consulting Group September 1998 - Present
MetLife Brokerage 1994 - 1998
Equitable 1985 - 1995
Skills
Marketing, Direct Marketing, Strategic Planning, Marketing Strategy, Social Media Marketing, Business Strategy, Insurance, Marketing Communications, Project Management, Email Marketing, Business Development, Strategy, Business Planning, CRM, Leadership
Education
Long Island University, C.W. Post Campus
Bachelor of Science (BS), Economics
Chris Money's Equitable Experience March 1996 - January 1997
Job Project Manager at Alford Media Services
Industry Events Services
Experience
Alford Media Services January 1997 - Present
Equitable March 1996 - January 1997
AMS Presentations January 1995 - January 1997
Skills
Corporate Events, AV, Live Events, Production Managment, Customer Service, Projection, Project Management, Video, Technical Direction, Account Management, Sound, Event Planning, Lighting Design, Live Sound, Trade Shows, Entertainment, Event Management, Stage Management, Lighting, Video Production, Digital Video, Audio Engineering, Production Management
Education
University of Phoenix 2005 — 2007
BS, Business Management
The University of Texas at Arlington 1988 — 1993
Marketing
Alford Media Services January 1997 - Present
Equitable March 1996 - January 1997
AMS Presentations January 1995 - January 1997
Skills
Corporate Events, AV, Live Events, Production Managment, Customer Service, Projection, Project Management, Video, Technical Direction, Account Management, Sound, Event Planning, Lighting Design, Live Sound, Trade Shows, Entertainment, Event Management, Stage Management, Lighting, Video Production, Digital Video, Audio Engineering, Production Management
Education
University of Phoenix 2005 — 2007
BS, Business Management
The University of Texas at Arlington 1988 — 1993
Marketing
Kevin P Mahoney MBA CFA's Equitable Experience 1983 - 1987
Job Emdeon Business Services
Industry Hospital & Health Care
Experience
Emdeon Business Services March 2012 - Present
Emdeon Business Services 2009 - March 2012
eRx Network January 2003 - July 2009
Cornerstone Properties Inc. 1988 - 2000
Deutsche Bank/ Cornerstone Properties 1988 - 1995
Equitable 1983 - 1987
Equitable 1983 - 1987
Skills
Healthcare, Managed Care, Healthcare Information..., HIPAA, Medicaid, Contract Negotiation, Visio, Process Improvement, Pharmacy Benefit..., Leadership, Revenue Cycle, Medicare
Education
Pace University - Lubin School of Business 1985 — 1990
MBA, Finance
Belmont Abbey College 1979 — 1983
Emdeon Business Services March 2012 - Present
Emdeon Business Services 2009 - March 2012
eRx Network January 2003 - July 2009
Cornerstone Properties Inc. 1988 - 2000
Deutsche Bank/ Cornerstone Properties 1988 - 1995
Equitable 1983 - 1987
Equitable 1983 - 1987
Skills
Healthcare, Managed Care, Healthcare Information..., HIPAA, Medicaid, Contract Negotiation, Visio, Process Improvement, Pharmacy Benefit..., Leadership, Revenue Cycle, Medicare
Education
Pace University - Lubin School of Business 1985 — 1990
MBA, Finance
Belmont Abbey College 1979 — 1983
Pamela Brennen's Equitable Experience 1992 - 1995
Job Talent Management Consultant at Sability
Industry Human Resources
Experience
Sability May 2012 - Present
Heidelberg USA July 2000 - May 2012
Inacom 1995 - 2000
Vanstar 1995 - 1997
Equitable 1992 - 1995
Colony Homes 1990 - 1992
Lazer Images 1987 - 1990
Michigan Department of Education 1986 - 1989
Skills
Talent Management, CRM, Project Management, Process Improvement, Six Sigma, SaaS, Account Management, Change Management, Vendor Management, Marketing, Team Building, New Business Development, Strategic Planning, Customer Service, Direct Sales, Operations Management, Training, Microsoft Office, Leadership, Business Process..., Business Process, Integration, Business Analysis, Cross-functional Team..., Performance Management, Solution Selling, Team Leadership, Program Management, Software Documentation, Management, Project Planning
Education
Madonna University 1982 — 1987
BA, Education/Social Sciences
Churchill High School 1979 — 1982
High School, High School
Sability May 2012 - Present
Heidelberg USA July 2000 - May 2012
Inacom 1995 - 2000
Vanstar 1995 - 1997
Equitable 1992 - 1995
Colony Homes 1990 - 1992
Lazer Images 1987 - 1990
Michigan Department of Education 1986 - 1989
Skills
Talent Management, CRM, Project Management, Process Improvement, Six Sigma, SaaS, Account Management, Change Management, Vendor Management, Marketing, Team Building, New Business Development, Strategic Planning, Customer Service, Direct Sales, Operations Management, Training, Microsoft Office, Leadership, Business Process..., Business Process, Integration, Business Analysis, Cross-functional Team..., Performance Management, Solution Selling, Team Leadership, Program Management, Software Documentation, Management, Project Planning
Education
Madonna University 1982 — 1987
BA, Education/Social Sciences
Churchill High School 1979 — 1982
High School, High School
Neal Gogol's Equitable Experience January 1985 - December 1994
Job Owner, MF Management, LLC
Industry Real Estate
Experience
MF Management, LLC Senior Area Vice PresidentRAM PartnersSeptember 1996 - September 1997
Gables Residential April 1995 - September 1996
United Dominion Realty Trust January 1995 - April 1995
Equitable January 1985 - December 1994
Education
Mercer University - Stetson School of Business and Economics 1988 — 1990
MBA, Finance
The Ohio State University Fisher College of Business 1978 — 1983
BSBA, Accounting - Finance
MF Management, LLC Senior Area Vice PresidentRAM PartnersSeptember 1996 - September 1997
Gables Residential April 1995 - September 1996
United Dominion Realty Trust January 1995 - April 1995
Equitable January 1985 - December 1994
Education
Mercer University - Stetson School of Business and Economics 1988 — 1990
MBA, Finance
The Ohio State University Fisher College of Business 1978 — 1983
BSBA, Accounting - Finance
Bob Kuba's Equitable Experience 1991 - 1997
Job Consultant Project Manager / BA
Industry Financial Services
Experience
Consultant May 2014 - Present
Chesapeake Benefit Partners September 2013 - Present
Metlife Stadium May 2010 - Present
Global Systems Solutions 2010 - May 2012
Department of Commerce April 2009 - May 2010
Citistreet 2001 - 2008
Citistreet Retirement Services Division 2001 - 2008
Buck Consultants 1997 - September 2001
AXA Equitable 1996 - 1997
Equitable 1991 - 1997
Skills
Mentoring, Team Management, Business Acumen, SDLC, Contract Negotiation, Business Analysis, Project Management, Team Leadership, Management, Leadership, Strategic Planning, Sales, Program Management, Strategy, Vendor Management, Customer Service, Risk Management, Change Management, Requirements Analysis, Process Improvement, CRM, Analysis, IT Strategy, Business Process, Business Process..., Project Planning, Outsourcing, Integration, Consulting, Software Documentation, Business Intelligence, Financial Services
Education
Pratt Institute 1900 — 1900
BS MS, Mathematics
William Cullen Bryant High School 1900 — 1900
Consultant May 2014 - Present
Chesapeake Benefit Partners September 2013 - Present
Metlife Stadium May 2010 - Present
Global Systems Solutions 2010 - May 2012
Department of Commerce April 2009 - May 2010
Citistreet 2001 - 2008
Citistreet Retirement Services Division 2001 - 2008
Buck Consultants 1997 - September 2001
AXA Equitable 1996 - 1997
Equitable 1991 - 1997
Skills
Mentoring, Team Management, Business Acumen, SDLC, Contract Negotiation, Business Analysis, Project Management, Team Leadership, Management, Leadership, Strategic Planning, Sales, Program Management, Strategy, Vendor Management, Customer Service, Risk Management, Change Management, Requirements Analysis, Process Improvement, CRM, Analysis, IT Strategy, Business Process, Business Process..., Project Planning, Outsourcing, Integration, Consulting, Software Documentation, Business Intelligence, Financial Services
Education
Pratt Institute 1900 — 1900
BS MS, Mathematics
William Cullen Bryant High School 1900 — 1900
Dennis Markway's Equitable Experience 1994 - 1995
Job Fee only financial planner and President at Iron Horse Wealth Management, LLC
Industry Financial Services
Experience
Iron Horse Wealth Management, LLC August 2012 - Present
Drake University 2011 - Present
Des Moines Area Community College January 2010 - Present
Financial Partners Group August 2007 - August 2012
EquiTrust Life Insurance Company March 2007 - April 2008
ING February 2001 - March 2007
Aviva 1999 - 2001
University of Northern Iowa August 1995 - June 1998
Equitable 1994 - 1995
Education
University of Northern Iowa 1995 — 1997
Masters Degree, English Literature
Central College 1991 — 1995
Universidad de Granada 1992 — 1993
Spanish
Daniel Hand HS 1988 — 1991
Urbandale
Iron Horse Wealth Management, LLC August 2012 - Present
Drake University 2011 - Present
Des Moines Area Community College January 2010 - Present
Financial Partners Group August 2007 - August 2012
EquiTrust Life Insurance Company March 2007 - April 2008
ING February 2001 - March 2007
Aviva 1999 - 2001
University of Northern Iowa August 1995 - June 1998
Equitable 1994 - 1995
Education
University of Northern Iowa 1995 — 1997
Masters Degree, English Literature
Central College 1991 — 1995
Universidad de Granada 1992 — 1993
Spanish
Daniel Hand HS 1988 — 1991
Urbandale
Irene Talbott's Equitable Experience September 1984 - March 1991
Job Housing & financial counselor at Neighbors Helping Neighbors
Industry Financial Services
Experience
Neighbors Helping Neighbors Retirement CounselorCharles W Cammack AssociatesMarch 1991 - May 2006
Equitable September 1984 - March 1991
Education
Drake University 1964 — 1969
Master's Degree, Economics
Neighbors Helping Neighbors Retirement CounselorCharles W Cammack AssociatesMarch 1991 - May 2006
Equitable September 1984 - March 1991
Education
Drake University 1964 — 1969
Master's Degree, Economics
Ned Neece's Equitable Experience March 1994 - March 1997
Job Professional Network Design at AT&T
Industry Wireless
Experience
AT&T June 2006 - Present
AT&T Mobility (formally Cingular Wireless) December 2003 - June 2006
GE Energy July 2001 - September 2003
Bovis Lend Lease January 1999 - November 2000
Bovis Lend Lease March 1997 - January 1999
Equitable March 1994 - March 1997
American Management Systems (AMS) August 1990 - February 1994
Skills
WiFi, Wireless Mobility, Wireless, Network Engineering, Cisco Technologies, Networking, IP, Management, Switches, VPN, Firewalls, Routers, DNS, CCNA, Project Management
Education
Georgia State University 1999 — 2001
MS, CIS
James Madison University 1985 — 1990
BBA, CIS
AT&T June 2006 - Present
AT&T Mobility (formally Cingular Wireless) December 2003 - June 2006
GE Energy July 2001 - September 2003
Bovis Lend Lease January 1999 - November 2000
Bovis Lend Lease March 1997 - January 1999
Equitable March 1994 - March 1997
American Management Systems (AMS) August 1990 - February 1994
Skills
WiFi, Wireless Mobility, Wireless, Network Engineering, Cisco Technologies, Networking, IP, Management, Switches, VPN, Firewalls, Routers, DNS, CCNA, Project Management
Education
Georgia State University 1999 — 2001
MS, CIS
James Madison University 1985 — 1990
BBA, CIS
Tim Kerr's Equitable Experience 1992 - 1993
Job Owner at NAI North Central
Industry Real Estate
Experience
NAI North Central of Fargo Moorhead and West Fargo July 2010 - Present
Volunteer at Calvary United Methodist Church 2009 - 2012
Park Christian School 2008 - 2010
Property Resources Group 2003 - 2009
Cargill 2002 - 2003
State Bank of Fargo 2001 - 2003
American Federal Bank 1992 - 1997
Equitable 1992 - 1993
Ramsey Bank 1991 - 1992
Skills
Financial Analysis, Sales Management, Group Presentations, Investment Properties, Real Estate, Investments, Mergers, Customer Service, Sales, Marketing, Real Estate Development, Selling, Finance, Residential Homes, Loans, Workshop Facilitation, Singing, Mergers & Acquisitions, Strategic Planning, Small Business, Commercial Real Estate, New Business Development, Start-ups, First Time Home Buyers, Real Estate Transactions, Leases, Brokerage, Credit, Real Estate Economics, Property Management, Disposition, Sellers, Real Estate Financing, Tenant, Investors, Location Intelligence, Management, Leadership, Team Building, Public Speaking, Marketing Strategy
Education
The University of North Dakota 1987 — 1993
MBA, Finance
Red River High School 1985 — 1987
NAI North Central of Fargo Moorhead and West Fargo July 2010 - Present
Volunteer at Calvary United Methodist Church 2009 - 2012
Park Christian School 2008 - 2010
Property Resources Group 2003 - 2009
Cargill 2002 - 2003
State Bank of Fargo 2001 - 2003
American Federal Bank 1992 - 1997
Equitable 1992 - 1993
Ramsey Bank 1991 - 1992
Skills
Financial Analysis, Sales Management, Group Presentations, Investment Properties, Real Estate, Investments, Mergers, Customer Service, Sales, Marketing, Real Estate Development, Selling, Finance, Residential Homes, Loans, Workshop Facilitation, Singing, Mergers & Acquisitions, Strategic Planning, Small Business, Commercial Real Estate, New Business Development, Start-ups, First Time Home Buyers, Real Estate Transactions, Leases, Brokerage, Credit, Real Estate Economics, Property Management, Disposition, Sellers, Real Estate Financing, Tenant, Investors, Location Intelligence, Management, Leadership, Team Building, Public Speaking, Marketing Strategy
Education
The University of North Dakota 1987 — 1993
MBA, Finance
Red River High School 1985 — 1987
Donna Brinkman's Equitable Experience February 1993 - June 1995
Job Advisor, Financial Planning & Analysis at Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health January 2009 - Present
JPMorgan Chase August 2002 - December 2008
Verizon/MCI WorldCom, Inc. July 1995 - August 2002
Equitable February 1993 - June 1995
Skills
Financial Reporting, Business Analysis, Budgets, Auditing, Asset Managment, Asset Management, Accounting, Analysis, Business Process..., Contract Management, Due Diligence, Executive Management, Finance, Financial Analysis, Financial Planning, Forecasting, Financial Statements, Financial Services, General Ledger, Investments, Invoicing, Management, Portfolio Management, Managerial Finance, Process Improvement, Strategic Financial..., Variance Analysis, Vendor Management, Valuation, Financial Forecasting
Education
Georgia State University 1989 — 1991
B.B.A., FINANCE
University of Georgia - Terry College of Business 1984 — 1986
finance
Cardinal Health January 2009 - Present
JPMorgan Chase August 2002 - December 2008
Verizon/MCI WorldCom, Inc. July 1995 - August 2002
Equitable February 1993 - June 1995
Skills
Financial Reporting, Business Analysis, Budgets, Auditing, Asset Managment, Asset Management, Accounting, Analysis, Business Process..., Contract Management, Due Diligence, Executive Management, Finance, Financial Analysis, Financial Planning, Forecasting, Financial Statements, Financial Services, General Ledger, Investments, Invoicing, Management, Portfolio Management, Managerial Finance, Process Improvement, Strategic Financial..., Variance Analysis, Vendor Management, Valuation, Financial Forecasting
Education
Georgia State University 1989 — 1991
B.B.A., FINANCE
University of Georgia - Terry College of Business 1984 — 1986
finance
Carl Telesford's Equitable Experience 1986 - 1991
Job Independent Computer Software Professional
Industry Computer Software
Experience
iNautix Technologies April 2000 - May 2002
First USA July 1997 - April 2000
Prodigy Communications February 1996 - August 1998
IBM October 1993 - February 1996
Pershing December 1991 - August 1992
Equitable 1986 - 1991
Systech December 1981 - July 1986
Skills
Requirements Analysis, SDLC, JCL, Software Project..., Business Analysis, Unix, Strategic Planning, Vendor Management, Program Management, Strategy, Change Management, Project Management, Leadership, Team Building, Business Intelligence
Education
Rutgers University-New Brunswick
MS
Rutgers, The State University of New Jersey-Newark
BA
iNautix Technologies April 2000 - May 2002
First USA July 1997 - April 2000
Prodigy Communications February 1996 - August 1998
IBM October 1993 - February 1996
Pershing December 1991 - August 1992
Equitable 1986 - 1991
Systech December 1981 - July 1986
Skills
Requirements Analysis, SDLC, JCL, Software Project..., Business Analysis, Unix, Strategic Planning, Vendor Management, Program Management, Strategy, Change Management, Project Management, Leadership, Team Building, Business Intelligence
Education
Rutgers University-New Brunswick
MS
Rutgers, The State University of New Jersey-Newark
BA
Jonathan Browy's Equitable Experience 1987 - 1992
Job Senior Vice President at Synovus
Industry Banking
Experience
Synovus April 2014 - Present
PNC March 2012 - April 2014
Fifth Third Bank March 2008 - March 2012
Wachovia Bank March 2006 - March 2008
AmSouth Bank July 2003 - March 2006
SouthTrust Bank March 2000 - July 2003
Equitable 1987 - 1992
Skills
Cash flow and working..., capital project..., figuring out other ways..., Banking, Financial Services, Commercial Lending, Commercial Banking, Loans, Treasury Management, Credit, Credit Analysis, Lines Of Credit, Cash Management, Finance, Cash Flow, Financial Modeling, Retail Banking, Credit Risk, Cross Selling, Forecasting, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, Finance & Marketing
University of Florida 1983 — 1987
BSBA, Finance
Pensacola Catholic High School 1981 — 1983
Shorecrest Preparatory School
St Petersburg High School
Synovus April 2014 - Present
PNC March 2012 - April 2014
Fifth Third Bank March 2008 - March 2012
Wachovia Bank March 2006 - March 2008
AmSouth Bank July 2003 - March 2006
SouthTrust Bank March 2000 - July 2003
Equitable 1987 - 1992
Skills
Cash flow and working..., capital project..., figuring out other ways..., Banking, Financial Services, Commercial Lending, Commercial Banking, Loans, Treasury Management, Credit, Credit Analysis, Lines Of Credit, Cash Management, Finance, Cash Flow, Financial Modeling, Retail Banking, Credit Risk, Cross Selling, Forecasting, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, Finance & Marketing
University of Florida 1983 — 1987
BSBA, Finance
Pensacola Catholic High School 1981 — 1983
Shorecrest Preparatory School
St Petersburg High School
Richard Wallner's Equitable Experience March 1998 - April 2002
Job Writing/Research/Customer Service professional
Industry Leisure, Travel & Tourism
Experience
Travisa Visa Services October 2007 - Present
Travisa October 2007 - October 2009
Travisa Outsourcing October 2007 - October 2009
D.F. King and Co. March 2005 - September 2007
D.F. King and Co March 2005 - September 2007
Norrell/Headway/Access February 2003 - March 2005
AXA Advisors March 2000 - December 2002
Equitable March 1998 - April 2002
Education
The University of Georgia 1983 — 1987
B.A., History/Political Science
The University of Georgia
Bachelor of Arts
Travisa Visa Services October 2007 - Present
Travisa October 2007 - October 2009
Travisa Outsourcing October 2007 - October 2009
D.F. King and Co. March 2005 - September 2007
D.F. King and Co March 2005 - September 2007
Norrell/Headway/Access February 2003 - March 2005
AXA Advisors March 2000 - December 2002
Equitable March 1998 - April 2002
Education
The University of Georgia 1983 — 1987
B.A., History/Political Science
The University of Georgia
Bachelor of Arts
Steve Donatone's Equitable Experience 1982 - 1985
Job Broker in Charge at Steve Donatone Real Estate
Industry Real Estate
Experience
Steve Donatone Real Estate September 2008 - Present
Prudential Burroughs & Chapin Realty, Inc. September 2006 - September 2008
Alitom Properties LLC April 2000 - July 2007
Prudential Carolina Real Estate 2001 - 2006
Harbour Town Associates 1995 - 2001
CIGNA Group Insurance June 1991 - February 1995
Equicor 1985 - 1991
equitable 1982 - 1985
equitable 1977 - 1982
Skills
Sellers, Management, New Home Sales, Foreclosures, Real Estate, First Time Home Buyers, Buyer Representation, Listings, Single Family Homes, Condos, Investment Properties, Residential Homes, Luxury, Real Estate Transactions, Negotiation, Real Estate Financing, FHA, Property Management, Property, Relocation, Investors, National Association of..., REO, Buyers, e-PRO, Real Property, Relocation Buyers, Leadership, New Homes, Townhomes, Leases, Vacation Homes, Real Estate Economics, Waterfront, Marketing, Commercial Real Estate, Investments, Selling, Sales
Education
State University of New York at Stony Brook 1966 — 1970
Bachelor of Science, Biological Sciences, 3.06
Steve Donatone Real Estate September 2008 - Present
Prudential Burroughs & Chapin Realty, Inc. September 2006 - September 2008
Alitom Properties LLC April 2000 - July 2007
Prudential Carolina Real Estate 2001 - 2006
Harbour Town Associates 1995 - 2001
CIGNA Group Insurance June 1991 - February 1995
Equicor 1985 - 1991
equitable 1982 - 1985
equitable 1977 - 1982
Skills
Sellers, Management, New Home Sales, Foreclosures, Real Estate, First Time Home Buyers, Buyer Representation, Listings, Single Family Homes, Condos, Investment Properties, Residential Homes, Luxury, Real Estate Transactions, Negotiation, Real Estate Financing, FHA, Property Management, Property, Relocation, Investors, National Association of..., REO, Buyers, e-PRO, Real Property, Relocation Buyers, Leadership, New Homes, Townhomes, Leases, Vacation Homes, Real Estate Economics, Waterfront, Marketing, Commercial Real Estate, Investments, Selling, Sales
Education
State University of New York at Stony Brook 1966 — 1970
Bachelor of Science, Biological Sciences, 3.06
Ronald Bachrach's Equitable Experience April 1984 - June 1987
Job Trust & Estates Attorney/Wealth Management Consultant
Industry Banking
Experience
Morgan Stanley Private Bank, N.A. January 2012 - June 2012
JPMorgan-Private Client Services May 2005 - June 2010
Bachrach Financial Services January 2002 - April 2005
Guardian Trust Company December 2000 - December 2001
Citibank Private Bank January 1997 - November 2000
BUSINESS AND ESTATE PLANNING GROUPMutual of March 1990 - August 1996
Home Life Insurance Company October 1988 - March 1990
Sun & Bachrach Financial Services July 1987 - October 1988
Equitable April 1984 - June 1987
Law Office of Ronald Foreman September 1983 - December 1983
Skills
Capital Markets, Program Management, Estate Planning, Financial Services, Financial Risk, Wealth, Strategic Financial..., Tax, Employee Benefits, Trusts, Management, Investments, Wealth Management, Finance, Portfolio Management, Investment Management, Pensions, Wills, Financial Advisory, Fixed Income, Insurance, Asset Allocation, High Net Worth..., Fiduciary Management, Banking, Marketing, Financial Planners, Wealth Management..., Financial Planning
Education
The American College
Master of Science Management (MSM)
Golden Gate University, School of Law 1979 — 1982
Juris Doctor, JD
Binghamton University
Bachelor of Arts (BA), Political Science
Member-California and District of Columbia Bars
SUC Brockport
Morgan Stanley Private Bank, N.A. January 2012 - June 2012
JPMorgan-Private Client Services May 2005 - June 2010
Bachrach Financial Services January 2002 - April 2005
Guardian Trust Company December 2000 - December 2001
Citibank Private Bank January 1997 - November 2000
BUSINESS AND ESTATE PLANNING GROUPMutual of March 1990 - August 1996
Home Life Insurance Company October 1988 - March 1990
Sun & Bachrach Financial Services July 1987 - October 1988
Equitable April 1984 - June 1987
Law Office of Ronald Foreman September 1983 - December 1983
Skills
Capital Markets, Program Management, Estate Planning, Financial Services, Financial Risk, Wealth, Strategic Financial..., Tax, Employee Benefits, Trusts, Management, Investments, Wealth Management, Finance, Portfolio Management, Investment Management, Pensions, Wills, Financial Advisory, Fixed Income, Insurance, Asset Allocation, High Net Worth..., Fiduciary Management, Banking, Marketing, Financial Planners, Wealth Management..., Financial Planning
Education
The American College
Master of Science Management (MSM)
Golden Gate University, School of Law 1979 — 1982
Juris Doctor, JD
Binghamton University
Bachelor of Arts (BA), Political Science
Member-California and District of Columbia Bars
SUC Brockport
Pamela Andersen's Equitable Experience January 1991 - January 1994
Job Sales/Business Development
Industry Construction
Experience
Classic Stoneworks, Inc January 2003 - Present
Architectural Stone Accents February 2010 - February 2012
Sylvan Prometric January 1998 - January 2000
Western United States, Paragon Inc January 1996 - January 1998
Woodmen Accident & Life Company January 1995 - January 1996
Protective Life Insurance Corporation January 1994 - January 1995
Dental Hygienist January 1986 - January 1995
Equitable January 1991 - January 1994
Skills
B2B, Marketing Strategy, Strategic Planning, Customer Relations
Education
Bemidji State University
Bachelor of Arts, Music
Community & Interests
University of Minnesota-Twin Cities
BS, Dentistry - Science, Music
University of Minnesota-Twin Cities
Bachelor's Degree, Dentistry
Classic Stoneworks, Inc January 2003 - Present
Architectural Stone Accents February 2010 - February 2012
Sylvan Prometric January 1998 - January 2000
Western United States, Paragon Inc January 1996 - January 1998
Woodmen Accident & Life Company January 1995 - January 1996
Protective Life Insurance Corporation January 1994 - January 1995
Dental Hygienist January 1986 - January 1995
Equitable January 1991 - January 1994
Skills
B2B, Marketing Strategy, Strategic Planning, Customer Relations
Education
Bemidji State University
Bachelor of Arts, Music
Community & Interests
University of Minnesota-Twin Cities
BS, Dentistry - Science, Music
University of Minnesota-Twin Cities
Bachelor's Degree, Dentistry
Kline Whitis's Equitable Experience 1991 - 1994
Job Principal at Next Generation Advisors, LLC
Industry Financial Services
Experience
Lionbridge Financial Group January 2008 - Present
Next Generation Advisors, LLC March 1999 - Present
Frontier Life Insurance 1998 - 2003
IBM 1994 - 1998
Equitable 1991 - 1994
Kilburn Young Asset Management 1990 - 1992
Lamar Savings / LRES / SWS Realty 1988 - 1990
TexVest Securities / Development Investment Group 1986 - 1988
Ernst & Young 1982 - 1985
Education
The University of Texas at Austin - Red McCombs School of Business
MBA, Finance & International Business
Lionbridge Financial Group January 2008 - Present
Next Generation Advisors, LLC March 1999 - Present
Frontier Life Insurance 1998 - 2003
IBM 1994 - 1998
Equitable 1991 - 1994
Kilburn Young Asset Management 1990 - 1992
Lamar Savings / LRES / SWS Realty 1988 - 1990
TexVest Securities / Development Investment Group 1986 - 1988
Ernst & Young 1982 - 1985
Education
The University of Texas at Austin - Red McCombs School of Business
MBA, Finance & International Business
Hung La's Equitable Experience 1991 - 1996
Job Consulting @ TIAACREF
Industry Financial Services
Experience
ICMA-RC April 2013 - January 2014
TIAA-CREF October 2005 - February 2013
Morgan Stanley July 2004 - July 2005
Merrill Lynch 1996 - 2005
REF Computer Corp. September 1996 - July 2004
Mellon HR Solutions 2003 - 2004
CitiStreet 2000 - 2001
American Managements Systems Inc. (AMS) March 1988 - November 1996
Equitable 1991 - 1996
Skills
COBOL, JCL, CICS, DB2, SDLC, Mainframe, Software Development, OmniPlus, Requirements Analysis, IMS DB/DC, Systems Analysis, Requirements Gathering, Oracle, Business Requirements, Data Warehousing, Software Project..., Financial Services, User Acceptance Testing, Business Analysis, Quality Center, OmniScript, VSAM, WebSphere MQ, Data Modeling, Enterprise Architecture, OmniPlan, TSO, Visio, SOA, SQL, IMS, Oracle SQL Developer
Education
New Jersey Institute of Technology 1998 — 2000
M.S., Computer Science
Millersville University of Pennsylvania 1983 — 1987
B.S., Computer Science
ICMA-RC April 2013 - January 2014
TIAA-CREF October 2005 - February 2013
Morgan Stanley July 2004 - July 2005
Merrill Lynch 1996 - 2005
REF Computer Corp. September 1996 - July 2004
Mellon HR Solutions 2003 - 2004
CitiStreet 2000 - 2001
American Managements Systems Inc. (AMS) March 1988 - November 1996
Equitable 1991 - 1996
Skills
COBOL, JCL, CICS, DB2, SDLC, Mainframe, Software Development, OmniPlus, Requirements Analysis, IMS DB/DC, Systems Analysis, Requirements Gathering, Oracle, Business Requirements, Data Warehousing, Software Project..., Financial Services, User Acceptance Testing, Business Analysis, Quality Center, OmniScript, VSAM, WebSphere MQ, Data Modeling, Enterprise Architecture, OmniPlan, TSO, Visio, SOA, SQL, IMS, Oracle SQL Developer
Education
New Jersey Institute of Technology 1998 — 2000
M.S., Computer Science
Millersville University of Pennsylvania 1983 — 1987
B.S., Computer Science
Clifford Sorrels's Equitable Experience January 1996 - November 1997
Job Sales Representative at Ashley Furniture
Industry Furniture
Experience
Ashley Furniture January 2005 - Present
Mid-South Flooring January 2000 - December 2004
ExecuTrain May 1999 - December 2000
Stream International December 1997 - May 1999
Equitable January 1996 - November 1997
SMA, Inc. January 1982 - December 1995
Education
The University of Memphis 1973 — 1979
BBA, Marketing and Computer Science
Ashley Furniture January 2005 - Present
Mid-South Flooring January 2000 - December 2004
ExecuTrain May 1999 - December 2000
Stream International December 1997 - May 1999
Equitable January 1996 - November 1997
SMA, Inc. January 1982 - December 1995
Education
The University of Memphis 1973 — 1979
BBA, Marketing and Computer Science
Dorothy Becker's Equitable Experience 1980 - 1984
Job Management/supervisor
Industry Consumer Goods
Experience
AJ Spa Products 2002 - 2009
Welcome Home 1999 - 2002
Equitable 1980 - 1984
Skills
Customer Satisfaction, Team Leadership, Customer Service, PowerPoint, Social Media, Retail, Microsoft Office, Microsoft Excel, Inventory Management, Troubleshooting, Social Networking, Data Entry, Advertising, Photoshop, Management
Education
SUNY at Farmingdale 1972 — 1974
Associate of Applied Science, Medical Laboratory Technology, 3.82
SUNY Stony Brook
Bachelor of Science (BS), Biology/Biological Sciences, General
AJ Spa Products 2002 - 2009
Welcome Home 1999 - 2002
Equitable 1980 - 1984
Skills
Customer Satisfaction, Team Leadership, Customer Service, PowerPoint, Social Media, Retail, Microsoft Office, Microsoft Excel, Inventory Management, Troubleshooting, Social Networking, Data Entry, Advertising, Photoshop, Management
Education
SUNY at Farmingdale 1972 — 1974
Associate of Applied Science, Medical Laboratory Technology, 3.82
SUNY Stony Brook
Bachelor of Science (BS), Biology/Biological Sciences, General
MetLife
AXA Equitable
Prudential
Protective Life
Metropolitan Life Insurance Company
American National Insurance
Penn Mutual
Torchmark Corporation