Equitable Life
Industry: Insurance company
DescriptionThe Equitable Life Assurance Society, founded in 1762, is a life insurance company in the United Kingdom. Headquarters: London, United Kingdom Founded: 1762 Key people: Ian Brimecome - Chairman Subsidiaries: Equitable Private Equity Holdings Limited,
Equitable Life List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Equitable Life. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Equitable Life Salaries. You can even request information on how much does Equitable Life pay if you want to. Learn about salaries, pros and cons of working for Equitable Life directly from the past employees.
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Equitable Life Employees
Employee
Years
Job
Industry
Almar Sheikh Almar Sheikh's Equitable Life Experience May 2013 - August 2013
Job Creative
Industry Marketing and Advertising
Experience
Apple August 2014 - Present
Nimbus Creative February 2014 - Present
Google August 2013 - May 2014
University of Alberta Students' Union August 2013 - May 2014
AIESEC February 2013 - February 2014
Equitable Life May 2013 - August 2013
Bioware May 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Quality Assurance, Customer Service, JavaScript, Photography, Entrepreneurship, Microsoft Office..., E-commerce, Team Leadership, Presentations, Sales, Customer Satisfaction, Customer Retention, Research, Report Writing, Relationship Management, Team Building, Marketing, Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Social Networking, Event Planning, Event Management, Advertising, Social Media, Project Management, Time Management, Public Speaking, Teamwork, Leadership, PowerPoint, Management, Strategic Planning, Public Relations, Communication, Photoshop, Strategy, Business Strategy, Business Development, Data Analysis, Project Planning, Online Marketing, Fundraising, Nonprofits, Training
Education
University of Alberta 2010 — 2014
Bachelor of Commerce (B.Com.), Marketing
Apple August 2014 - Present
Nimbus Creative February 2014 - Present
Google August 2013 - May 2014
University of Alberta Students' Union August 2013 - May 2014
AIESEC February 2013 - February 2014
Equitable Life May 2013 - August 2013
Bioware May 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Quality Assurance, Customer Service, JavaScript, Photography, Entrepreneurship, Microsoft Office..., E-commerce, Team Leadership, Presentations, Sales, Customer Satisfaction, Customer Retention, Research, Report Writing, Relationship Management, Team Building, Marketing, Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Social Networking, Event Planning, Event Management, Advertising, Social Media, Project Management, Time Management, Public Speaking, Teamwork, Leadership, PowerPoint, Management, Strategic Planning, Public Relations, Communication, Photoshop, Strategy, Business Strategy, Business Development, Data Analysis, Project Planning, Online Marketing, Fundraising, Nonprofits, Training
Education
University of Alberta 2010 — 2014
Bachelor of Commerce (B.Com.), Marketing
Ardian Daka Ardian Daka's Equitable Life Experience June 2012 - October 2012
Job Owner and Principal Consultant at DiT Consulting
Industry Information Technology and Services
Experience
BMO Capital Markets January 2014 - Present
DiT Consulting December 2000 - Present
Manulife Financial November 2012 - November 2013
Equitable Life June 2012 - October 2012
Canadian Tire June 2011 - May 2012
Manulife Financial November 2009 - June 2011
Dun & Bradstreet January 2003 - June 2009
Dun & Bradstreet September 1999 - December 2002
DAKA Consulting May 1998 - August 1999
INSTAT (Institute of Statistics of Albania) September 1993 - April 1998
Skills
Software Development, Business Analysis, Project Management, Re-engineering, Strategy Development, C#, ASP.NET, WCF Services, Entity Framework, LINQ, SDLC, Requirements Analysis, Management, Microsoft SQL Server, Strategy, Integration, SQL, Agile Methodologies, Software Project..., .NET, Visio, Business Intelligence, Enterprise Architecture, Requirements Gathering, Databases, SSRS, IT Service Management, Database Design, SOA, T-SQL, XML, Project Portfolio..., SharePoint
Education
Universiteti i Tiranës 1987 — 1992
Honours Degree, Physics
BMO Capital Markets January 2014 - Present
DiT Consulting December 2000 - Present
Manulife Financial November 2012 - November 2013
Equitable Life June 2012 - October 2012
Canadian Tire June 2011 - May 2012
Manulife Financial November 2009 - June 2011
Dun & Bradstreet January 2003 - June 2009
Dun & Bradstreet September 1999 - December 2002
DAKA Consulting May 1998 - August 1999
INSTAT (Institute of Statistics of Albania) September 1993 - April 1998
Skills
Software Development, Business Analysis, Project Management, Re-engineering, Strategy Development, C#, ASP.NET, WCF Services, Entity Framework, LINQ, SDLC, Requirements Analysis, Management, Microsoft SQL Server, Strategy, Integration, SQL, Agile Methodologies, Software Project..., .NET, Visio, Business Intelligence, Enterprise Architecture, Requirements Gathering, Databases, SSRS, IT Service Management, Database Design, SOA, T-SQL, XML, Project Portfolio..., SharePoint
Education
Universiteti i Tiranës 1987 — 1992
Honours Degree, Physics
David Crigler David Crigler's Equitable Life Experience 1982 - 1984
Job Chief Operations Officer & Broker in Charge | Executive Leadership Team of Top Real Estate Brokerage in Upstate SC
Industry Real Estate
Experience
Berkshire Hathaway HomeServices C. Dan Joyner, REALTORS 2012 - Present
Prudential C. Dan Joyner Co., REALTORS 2006 - 2011
Prudential C. Dan Joyner, REALTORS 1993 - 2006
C. Dan Joyner Insurance Agency 1990 - 1993
C. Dan Joyner Commercial Company 1988 - 1990
Merrill Lynch C. Dan Joyner Company 1986 - 1988
Louis E. Pucillo, Inc. 1984 - 1986
Louis E. Pucillo, Inc. 1984 - 1986
Equitable Life 1982 - 1984
University of South Carolina 1980 - 1982
Skills
Real Estate, Relocation, Buyer Representation, New Home Sales, Sellers, First Time Home Buyers, Negotiation, Short Sales, Mortgage Lending, Real Property, Management, Residential Homes, Sales, Leadership, Single Family Homes, Investment Properties, Foreclosures, REO, FHA, Marketing, Condos, Real Estate Transactions, Referrals, Sales Management, Selling, Property, Customer Service, Listings, Luxury, Resellers, Investors, Contract Negotiation, Townhomes, Buyers, Property Management, Commercial Real Estate, Leases, Rentals, Real Estate Development, Brokerage, Seniors, Real Estate Economics, HUD, Loans, Investments, Residential Mortgages, Land Acquisition, Location Intelligence, Small Business, Disposition
Education
University of South Carolina-Columbia 1976 — 1980
Bachelor of Arts, History
Berkshire Hathaway HomeServices C. Dan Joyner, REALTORS 2012 - Present
Prudential C. Dan Joyner Co., REALTORS 2006 - 2011
Prudential C. Dan Joyner, REALTORS 1993 - 2006
C. Dan Joyner Insurance Agency 1990 - 1993
C. Dan Joyner Commercial Company 1988 - 1990
Merrill Lynch C. Dan Joyner Company 1986 - 1988
Louis E. Pucillo, Inc. 1984 - 1986
Louis E. Pucillo, Inc. 1984 - 1986
Equitable Life 1982 - 1984
University of South Carolina 1980 - 1982
Skills
Real Estate, Relocation, Buyer Representation, New Home Sales, Sellers, First Time Home Buyers, Negotiation, Short Sales, Mortgage Lending, Real Property, Management, Residential Homes, Sales, Leadership, Single Family Homes, Investment Properties, Foreclosures, REO, FHA, Marketing, Condos, Real Estate Transactions, Referrals, Sales Management, Selling, Property, Customer Service, Listings, Luxury, Resellers, Investors, Contract Negotiation, Townhomes, Buyers, Property Management, Commercial Real Estate, Leases, Rentals, Real Estate Development, Brokerage, Seniors, Real Estate Economics, HUD, Loans, Investments, Residential Mortgages, Land Acquisition, Location Intelligence, Small Business, Disposition
Education
University of South Carolina-Columbia 1976 — 1980
Bachelor of Arts, History
Brian Woo Brian Woo's Equitable Life Experience May 2010 - August 2010
Job Associate Actuary at Milliman
Industry Insurance
Experience
Milliman April 2014 - Present
Munich Re Canada (Life) January 2011 - December 2011
Equitable Life May 2010 - August 2010
PBI Actuarial Consultants January 2009 - December 2009
Skills
Actuarial Science, Foreign Languages, Microsoft Excel, MG-ALFA, Statistics, GGY Axis, Reinsurance
Education
University of Waterloo 2007 — 2013
BMath, Actuarial Science, Co-op, With Distinction - Dean's Honours List
Universitat Politècnica de València (UPV) 2013 — 2013
International Exchange
Lunds universitet / Lund University 2012 — 2012
International Exchange
Milliman April 2014 - Present
Munich Re Canada (Life) January 2011 - December 2011
Equitable Life May 2010 - August 2010
PBI Actuarial Consultants January 2009 - December 2009
Skills
Actuarial Science, Foreign Languages, Microsoft Excel, MG-ALFA, Statistics, GGY Axis, Reinsurance
Education
University of Waterloo 2007 — 2013
BMath, Actuarial Science, Co-op, With Distinction - Dean's Honours List
Universitat Politècnica de València (UPV) 2013 — 2013
International Exchange
Lunds universitet / Lund University 2012 — 2012
International Exchange
Giovanni Bitelli Giovanni Bitelli's Equitable Life Experience 2000 - 2007
Job Senior Vice President at CF Canada Financial Group Inc.
Industry Financial Services
Experience
CF Canada Financial December 2007 - Present
Equitable Life 2000 - 2007
Insurance Council of British Columbia October 2003 - October 2004
Prudential of England 1992 - 1994
Skills
Retirement Planning, Retirement, Strategic Financial..., Disability Insurance, Wealth Management, Insurance, Business Development, Investments, Fixed Annuities, Estate Planning, Critical Illness, Term Life Insurance, Mutual Funds, Life Insurance, Financial Advisory, Public Speaking, Investment Advisory, Sales, Finance, Asset Allocation, Small Business, Leadership, Securities, Customer Service, Financial Planners, Employee Benefits, Business Strategy, Portfolio Management, Sales Management, Coaching, Mortgage Lending, Pensions, Brokers, Investment Strategies, Personal Financial..., Long Term Care Insurance, Entrepreneurship, Asset Managment, New Business Development, Marketing Strategy, Strategic Planning, Risk Management, Business Planning, Banking, Long-term Care, Strategy, Financial Analysis, Wealth Accumulation, Financial Services, Management
Education
The University of British Columbia 1977 — 1980
Forest Management
Liceo Valsalice Torino 1970 — 1975
CF Canada Financial December 2007 - Present
Equitable Life 2000 - 2007
Insurance Council of British Columbia October 2003 - October 2004
Prudential of England 1992 - 1994
Skills
Retirement Planning, Retirement, Strategic Financial..., Disability Insurance, Wealth Management, Insurance, Business Development, Investments, Fixed Annuities, Estate Planning, Critical Illness, Term Life Insurance, Mutual Funds, Life Insurance, Financial Advisory, Public Speaking, Investment Advisory, Sales, Finance, Asset Allocation, Small Business, Leadership, Securities, Customer Service, Financial Planners, Employee Benefits, Business Strategy, Portfolio Management, Sales Management, Coaching, Mortgage Lending, Pensions, Brokers, Investment Strategies, Personal Financial..., Long Term Care Insurance, Entrepreneurship, Asset Managment, New Business Development, Marketing Strategy, Strategic Planning, Risk Management, Business Planning, Banking, Long-term Care, Strategy, Financial Analysis, Wealth Accumulation, Financial Services, Management
Education
The University of British Columbia 1977 — 1980
Forest Management
Liceo Valsalice Torino 1970 — 1975
Jenny Hsieh CFP, CLU Jenny Hsieh CFP, CLU's Equitable Life Experience August 2012 - July 2015
Job Regional Sales Director at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2015 - Present
Equitable Life August 2012 - July 2015
Daystar Financial Group Inc March 2011 - August 2012
Financial Confidence Advisors Inc May 2007 - March 2011
Daystar Financial Group Inc May 2007 - May 2009
Freedom 55 Financial September 2005 - May 2007
Louis Vuitton November 2004 - August 2005
Coach Leatherware August 2002 - October 2004
Skills
Strategic Financial..., Training, Insurance, Management, Strategy, Financial Services, Finance, Marketing, Estate Planning, Sales, Recruiting, Selling, Wealth Management, Fixed Annuities, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Financial Planning
Education
Chartered Life Underwriter 2011 — 2011
Certified Financial Planner 2009 — 2010
Life License Qualification Program (LLQP) 2008 — 2008
Canadian Securities Course (CSC) 2007 — 2007
The University of British Columbia 2001 — 2005
Bachelor of Arts, Asian Studies & Japanese
Sun Life Financial July 2015 - Present
Equitable Life August 2012 - July 2015
Daystar Financial Group Inc March 2011 - August 2012
Financial Confidence Advisors Inc May 2007 - March 2011
Daystar Financial Group Inc May 2007 - May 2009
Freedom 55 Financial September 2005 - May 2007
Louis Vuitton November 2004 - August 2005
Coach Leatherware August 2002 - October 2004
Skills
Strategic Financial..., Training, Insurance, Management, Strategy, Financial Services, Finance, Marketing, Estate Planning, Sales, Recruiting, Selling, Wealth Management, Fixed Annuities, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Financial Planning
Education
Chartered Life Underwriter 2011 — 2011
Certified Financial Planner 2009 — 2010
Life License Qualification Program (LLQP) 2008 — 2008
Canadian Securities Course (CSC) 2007 — 2007
The University of British Columbia 2001 — 2005
Bachelor of Arts, Asian Studies & Japanese
Jennifer Magnard Jennifer Magnard's Equitable Life Experience November 2013 - Present
Job Group Marketing Manager at Equitable Life
Industry Insurance
Experience
Equitable Life November 2013 - Present
Optimal Benefits September 2009 - November 2013
RBC Insurance September 2001 - August 2009
Desjardins General Insurance Group January 2000 - September 2001
Skills
Critical Illness, Negotiation, Sales Presentations, Employee Benefits, Strategic Planning, Benefits Administration, Disability Insurance, Group Insurance, Insurance, Public Speaking, Team Building, Health Insurance, Term Life Insurance, Financial Planners, Strategic Financial..., Management, Performance Management, Fixed Annuities, Coaching, Leadership, Succession Planning, Life Insurance, Teamwork, New Business Development, Investments, Long-term Care, Team Leadership, Account Management, Program Management, Sales, Customer Service, Retirement, Marketing Strategy, Claim, Underwriting, Workers Compensation, Recruiting, Brokers, Risk Management, Sales Management, Business Development, Estate Planning, Marketing, Retirement Planning, Claims Management, Disability Management, Healthcare, Health Savings Accounts, Group Benefit Plans, Long Term Care Insurance
Education
Université d'Orléans 1992 — 1995
DEUG d'Anglais, Major in English, minor in translations
Equitable Life November 2013 - Present
Optimal Benefits September 2009 - November 2013
RBC Insurance September 2001 - August 2009
Desjardins General Insurance Group January 2000 - September 2001
Skills
Critical Illness, Negotiation, Sales Presentations, Employee Benefits, Strategic Planning, Benefits Administration, Disability Insurance, Group Insurance, Insurance, Public Speaking, Team Building, Health Insurance, Term Life Insurance, Financial Planners, Strategic Financial..., Management, Performance Management, Fixed Annuities, Coaching, Leadership, Succession Planning, Life Insurance, Teamwork, New Business Development, Investments, Long-term Care, Team Leadership, Account Management, Program Management, Sales, Customer Service, Retirement, Marketing Strategy, Claim, Underwriting, Workers Compensation, Recruiting, Brokers, Risk Management, Sales Management, Business Development, Estate Planning, Marketing, Retirement Planning, Claims Management, Disability Management, Healthcare, Health Savings Accounts, Group Benefit Plans, Long Term Care Insurance
Education
Université d'Orléans 1992 — 1995
DEUG d'Anglais, Major in English, minor in translations
Eric Pfaffinger Eric Pfaffinger's Equitable Life Experience August 2009 - Present
Job Technical Analyst at Equitable Life
Industry Information Technology and Services
Experience
Equitable Life August 2009 - Present
Research In Motion 2008 - July 2009
Kaparel a division of Rittal 2006 - 2008
Sanden Machine Ltd. 2003 - 2006
Skills
Disaster Recovery, Microsoft Exchange, Windows Server, Blackberry Enterprise..., Technical Support, IIS, Firewalls, Microsoft SQL Server, VPN, vSphere, EMC Networker, VMware, SCOM, WSUS, EMC Storage, •Windows Server NT,..., •Windows NT, 98, 2K,..., •Office 2K, 2K3, 2K7,..., •AD/DNS/WINS/TCP-IP, •MS SQL 2K, 2K5, 2K8, •Altiris/Service Desk..., •Exchange 5.5, 2K3, 2K7, •BlackBerry Enterprise..., •Active Batch 5,8, •IIS 5, 6, 7, Clariion, EMC Avamar, ActiveBatch, HP Data Protector, HP 3 Par SAN, Databases, Servers
Education
Trios College 2003 — 2004
Microsoft Certified System Engineer, Information Technology
Metafore Education 1997 — 1998
Microsoft Systems Engineer, Information Technology
University of Guelph 1988 — 1990
Post, Education; Computer Science
Cameron Heights Collegiate Institute 1983 — 1987
S.S.H.G.D
Equitable Life August 2009 - Present
Research In Motion 2008 - July 2009
Kaparel a division of Rittal 2006 - 2008
Sanden Machine Ltd. 2003 - 2006
Skills
Disaster Recovery, Microsoft Exchange, Windows Server, Blackberry Enterprise..., Technical Support, IIS, Firewalls, Microsoft SQL Server, VPN, vSphere, EMC Networker, VMware, SCOM, WSUS, EMC Storage, •Windows Server NT,..., •Windows NT, 98, 2K,..., •Office 2K, 2K3, 2K7,..., •AD/DNS/WINS/TCP-IP, •MS SQL 2K, 2K5, 2K8, •Altiris/Service Desk..., •Exchange 5.5, 2K3, 2K7, •BlackBerry Enterprise..., •Active Batch 5,8, •IIS 5, 6, 7, Clariion, EMC Avamar, ActiveBatch, HP Data Protector, HP 3 Par SAN, Databases, Servers
Education
Trios College 2003 — 2004
Microsoft Certified System Engineer, Information Technology
Metafore Education 1997 — 1998
Microsoft Systems Engineer, Information Technology
University of Guelph 1988 — 1990
Post, Education; Computer Science
Cameron Heights Collegiate Institute 1983 — 1987
S.S.H.G.D
Oriana Melo, MBA's Equitable Life Experience September 2010 - August 2011
Job Brand and client strategy
Industry Insurance
Experience
RBC Insurance August 2011 - Present
Equitable Life September 2010 - August 2011
RBC Insurance 2011 - 2011
Seneca College of Applied Arts and Technology September 2010 - September 2010
Seneca College September 2010 - September 2010
Advocis April 2007 - April 2010
Advocis April 2007 - April 2010
melo & Associates 2010 - 2010
Seneca College 2005 May 2005 - April 2007
ALLEN WONG & ASSOCIATES 2004 April 2004 - February 2007
Skills
Qualitative Research, Mareting Research, Marketing Strategy, Account Management, Coaching, Market Planning, Customer Service, Marketing, Research, Sales, Strategic Planning, Insurance, Strategy, Leadership, Financial Services, Management, Training, Business Planning, Product Development, New Business Development, Analysis, Program Management, Sales Management, Project Planning, Investments, Segmentation, Business Strategy, Consulting, Risk Management, Finance, CRM, Team Leadership, Business Analysis, Business Development, Strategic Financial..., Team Building, Financial Planning, Wealth Management, Life Insurance, Disability Insurance, Retirement Planning
Education
University of Liverpool 2008 — 2011
MBA, Marketing
University of Liverpool 2008 — 2011
MBA program; Diploma, Marketing; Psychology
University of Toronto - Woodsworth College 1980 — 1984
Psychology
RBC Insurance August 2011 - Present
Equitable Life September 2010 - August 2011
RBC Insurance 2011 - 2011
Seneca College of Applied Arts and Technology September 2010 - September 2010
Seneca College September 2010 - September 2010
Advocis April 2007 - April 2010
Advocis April 2007 - April 2010
melo & Associates 2010 - 2010
Seneca College 2005 May 2005 - April 2007
ALLEN WONG & ASSOCIATES 2004 April 2004 - February 2007
Skills
Qualitative Research, Mareting Research, Marketing Strategy, Account Management, Coaching, Market Planning, Customer Service, Marketing, Research, Sales, Strategic Planning, Insurance, Strategy, Leadership, Financial Services, Management, Training, Business Planning, Product Development, New Business Development, Analysis, Program Management, Sales Management, Project Planning, Investments, Segmentation, Business Strategy, Consulting, Risk Management, Finance, CRM, Team Leadership, Business Analysis, Business Development, Strategic Financial..., Team Building, Financial Planning, Wealth Management, Life Insurance, Disability Insurance, Retirement Planning
Education
University of Liverpool 2008 — 2011
MBA, Marketing
University of Liverpool 2008 — 2011
MBA program; Diploma, Marketing; Psychology
University of Toronto - Woodsworth College 1980 — 1984
Psychology
Sylvia Tran's Equitable Life Experience January 2014 - Present
Job Group Sales and Marketing Manager at Equitable Life
Industry Financial Services
Experience
Equitable Life January 2014 - Present
Manulife Financial - Group Benefits 2011 - 2013
Manulife Financial 2010 - 2011
Skills
Business Development, Entrepreneurship, Marketing, Sales, Group Benefit Plans
Education
University of Guelph
Bachelor of Commerce (B.Com.), Management Economics, Finance and Public Management
Equitable Life January 2014 - Present
Manulife Financial - Group Benefits 2011 - 2013
Manulife Financial 2010 - 2011
Skills
Business Development, Entrepreneurship, Marketing, Sales, Group Benefit Plans
Education
University of Guelph
Bachelor of Commerce (B.Com.), Management Economics, Finance and Public Management
Gregory Spinazze Gregory Spinazze's Equitable Life Experience June 1976 - April 1988
Job President/partner at Wealth Strategy Partners
Industry Financial Services
Experience
@Aspen LLC December 2013 - Present
Wealth Strategy Partners October 2012 - Present
Self-employed September 2008 - October 2012
Benefit Resources April 1988 - September 2008
Equitable Life June 1976 - April 1988
Chatham Food Stores September 1973 - June 1976
Skills
Retirement Planning, Entrepreneurship, Marketing, New Business Development, Business Strategy, Management, Small Business, Team Building, Customer Service, Business Planning, Coaching, Marketing Strategy, Strategic Planning, Start-ups, Sales Management, Social Media Marketing, Social Media
Education
Wayne State University 1972 — 1975
Bachelor of Arts (BA), Marketing/Foreign Languages
The American College
Chartered Financial Consultant/Chartered Life Underwriter
Roseville High School 1969 — 1972
High School
@Aspen LLC December 2013 - Present
Wealth Strategy Partners October 2012 - Present
Self-employed September 2008 - October 2012
Benefit Resources April 1988 - September 2008
Equitable Life June 1976 - April 1988
Chatham Food Stores September 1973 - June 1976
Skills
Retirement Planning, Entrepreneurship, Marketing, New Business Development, Business Strategy, Management, Small Business, Team Building, Customer Service, Business Planning, Coaching, Marketing Strategy, Strategic Planning, Start-ups, Sales Management, Social Media Marketing, Social Media
Education
Wayne State University 1972 — 1975
Bachelor of Arts (BA), Marketing/Foreign Languages
The American College
Chartered Financial Consultant/Chartered Life Underwriter
Roseville High School 1969 — 1972
High School
Karen Koester's Equitable Life Experience February 1986 - October 1989
Job Amateur Photographer
Industry Photography
Experience
Koester Chiropractic January 1992 - Present
Cigna Insurance Services April 1989 - October 1992
Equitable Life February 1986 - October 1989
Skills
Photography, New Business Development, Customer Service, Employee Benefits, Event Planning, Coaching, Employee Relations, Human Resources, Leadership, Leadership Development, Microsoft Word, Nonprofits, Outlook, Public Speaking, Recruiting, Sales, Strategic Planning, Team Building, Time Management, Training
Education
Northern Kentucky University 1980 — 1984
Bachelor of Science (BS), Business/Corporate Communications
Dayton High School 1977 — 1980
High School Diploma, Business Administration and Management, General
Koester Chiropractic January 1992 - Present
Cigna Insurance Services April 1989 - October 1992
Equitable Life February 1986 - October 1989
Skills
Photography, New Business Development, Customer Service, Employee Benefits, Event Planning, Coaching, Employee Relations, Human Resources, Leadership, Leadership Development, Microsoft Word, Nonprofits, Outlook, Public Speaking, Recruiting, Sales, Strategic Planning, Team Building, Time Management, Training
Education
Northern Kentucky University 1980 — 1984
Bachelor of Science (BS), Business/Corporate Communications
Dayton High School 1977 — 1980
High School Diploma, Business Administration and Management, General
Trish Gates Trish Gates's Equitable Life Experience September 1974 - December 1979
Job Benefits Consultant at Barrow Group, LLC
Industry Insurance
Experience
Barrow Group, LLC December 2013 - Present
Trish Gates Inc. August 2009 - Present
Partnership Against Domestic Violence March 2009 - Present
GECC, Inc. 2009 - 2011
Gates Benefits, Inc January 1993 - October 2006
Mainstreet Insurance Services, Inc October 2000 - June 2006
CIGNA 1986 - 1988
Equitable Life September 1974 - December 1979
Skills
Strategic Planning, Sales, New Business Development, Employee Benefits, Public Speaking, Customer Service, Fundraising, Team Building, Microsoft Office, Marketing, Event Planning, Coaching, Non-profits, Insurance, Public Relations, Project Management, Management, Research, Microsoft Excel, Volunteer Management, Time Management, Community Outreach, Data Entry, Nonprofits, Leadership, Employee Relations, Training, Human Resources, Leadership Development
Education
Southern Illinois University
Associate, Graphic Arts
Southern Illinois University, Carbondale 1973 — 1975
BA, graphic arts
Southern Illinois University, Carbondale
graphic arts, associates
Barrow Group, LLC December 2013 - Present
Trish Gates Inc. August 2009 - Present
Partnership Against Domestic Violence March 2009 - Present
GECC, Inc. 2009 - 2011
Gates Benefits, Inc January 1993 - October 2006
Mainstreet Insurance Services, Inc October 2000 - June 2006
CIGNA 1986 - 1988
Equitable Life September 1974 - December 1979
Skills
Strategic Planning, Sales, New Business Development, Employee Benefits, Public Speaking, Customer Service, Fundraising, Team Building, Microsoft Office, Marketing, Event Planning, Coaching, Non-profits, Insurance, Public Relations, Project Management, Management, Research, Microsoft Excel, Volunteer Management, Time Management, Community Outreach, Data Entry, Nonprofits, Leadership, Employee Relations, Training, Human Resources, Leadership Development
Education
Southern Illinois University
Associate, Graphic Arts
Southern Illinois University, Carbondale 1973 — 1975
BA, graphic arts
Southern Illinois University, Carbondale
graphic arts, associates
Hedi Gordon Hedi Gordon's Equitable Life Experience January 2000 - September 2004
Job Secretary at Child Care Council OtttawaCarleton
Industry Nonprofit Organization Management
Experience
Child Care Council Otttawa-Carleton June 2015 - Present
Children's Village of Ottawa-Carleton February 2012 - Present
Terrace Youth Residential Services December 2011 - February 2012
YMCA Canada October 2011 - December 2011
YMCA Canada September 2011 - December 2011
Stepping Stones August 2011 - September 2011
Cedarview Middle School September 2010 - June 2011
Mary Honeywell Elementary School September 2007 - September 2010
CIBC September 2005 - July 2007
Equitable Life January 2000 - September 2004
Skills
Event Planning, Non-profits, Training, Program Management, Customer Service, Event Management, Program Development, Program Deployment, Teaching, Volunteer Management, Fundraising, Community Outreach, Workshop Facilitation, Community Development, Social Media, Team Building, Sales, Nonprofits, Human Resources, Government
Education
Mount Allison University 1993 — 1997
B.A, Psychology
Queen Elizabeth High School 1990 — 1993
High School Diploma - Honours
Child Care Council Otttawa-Carleton June 2015 - Present
Children's Village of Ottawa-Carleton February 2012 - Present
Terrace Youth Residential Services December 2011 - February 2012
YMCA Canada October 2011 - December 2011
YMCA Canada September 2011 - December 2011
Stepping Stones August 2011 - September 2011
Cedarview Middle School September 2010 - June 2011
Mary Honeywell Elementary School September 2007 - September 2010
CIBC September 2005 - July 2007
Equitable Life January 2000 - September 2004
Skills
Event Planning, Non-profits, Training, Program Management, Customer Service, Event Management, Program Development, Program Deployment, Teaching, Volunteer Management, Fundraising, Community Outreach, Workshop Facilitation, Community Development, Social Media, Team Building, Sales, Nonprofits, Human Resources, Government
Education
Mount Allison University 1993 — 1997
B.A, Psychology
Queen Elizabeth High School 1990 — 1993
High School Diploma - Honours
Sowmini Ravula Sowmini Ravula's Equitable Life Experience January 2008 - February 2009
Job Senior Software QA Engineer at Profisee
Industry Information Technology and Services
Experience
Profisee January 2014 - Present
Turner Broadcasting April 2013 - January 2014
Jason-A CGG Company August 2012 - March 2013
The Economical Insurance Group May 2010 - March 2012
Ministry of Education March 2010 - July 2010
Ministry of Children and Youth Social Services August 2009 - February 2010
Equitable Life January 2008 - February 2009
Intelex Technologies Inc. 2009 - 2009
The Economical Insurance Group May 2006 - December 2007
Skills
Automation, Mercury QuickTest Pro, Quality Center, PVCS Tracker, ClearQuest, WinRunner, Test Automation, Test Planning, Manual Testing, QTP, Testing, Agile Methodologies, Requirements Analysis, SDLC, Quality Assurance, Regression Testing, Databases, C#, Visual Basic, .NET, Java, Business Analysis, Software Quality..., HP QTP
Education
Osmania University 1995 — 1998
Masters, Computer and Information Sciences and Support Services
Fatima Girls High School, Kazipet, Warangal 1984 — 1987
Profisee January 2014 - Present
Turner Broadcasting April 2013 - January 2014
Jason-A CGG Company August 2012 - March 2013
The Economical Insurance Group May 2010 - March 2012
Ministry of Education March 2010 - July 2010
Ministry of Children and Youth Social Services August 2009 - February 2010
Equitable Life January 2008 - February 2009
Intelex Technologies Inc. 2009 - 2009
The Economical Insurance Group May 2006 - December 2007
Skills
Automation, Mercury QuickTest Pro, Quality Center, PVCS Tracker, ClearQuest, WinRunner, Test Automation, Test Planning, Manual Testing, QTP, Testing, Agile Methodologies, Requirements Analysis, SDLC, Quality Assurance, Regression Testing, Databases, C#, Visual Basic, .NET, Java, Business Analysis, Software Quality..., HP QTP
Education
Osmania University 1995 — 1998
Masters, Computer and Information Sciences and Support Services
Fatima Girls High School, Kazipet, Warangal 1984 — 1987
Darryl Fitzgerald Darryl Fitzgerald's Equitable Life Experience June 2014 - Present
Job Business System Analyst at Equitable Life
Industry Insurance
Experience
Equitable Life June 2014 - Present
Equitable Life January 2011 - May 2014
Equitable Life April 2008 - January 2011
Equitable Life June 2007 - April 2008
Equitable Life January 2007 - May 2007
Sun Life Financial February 2005 - January 2007
Skills
Insurance, Fixed Annuities, Brokers, Term Life Insurance, Investments, Change Management, Underwriting, Reinsurance, Retirement, Management, Process Improvement, Customer Service, Risk Management, Life Insurance, Mutual Funds, Financial Risk, Coaching, Team Building, Leadership, Account Management, Business Process, Team Management, New Business Development, Pricing, Relationship Management, Analysis, Business Analysis
Education
University of Guelph 1999 — 2005
Honours BA, Classical Studies
Equitable Life June 2014 - Present
Equitable Life January 2011 - May 2014
Equitable Life April 2008 - January 2011
Equitable Life June 2007 - April 2008
Equitable Life January 2007 - May 2007
Sun Life Financial February 2005 - January 2007
Skills
Insurance, Fixed Annuities, Brokers, Term Life Insurance, Investments, Change Management, Underwriting, Reinsurance, Retirement, Management, Process Improvement, Customer Service, Risk Management, Life Insurance, Mutual Funds, Financial Risk, Coaching, Team Building, Leadership, Account Management, Business Process, Team Management, New Business Development, Pricing, Relationship Management, Analysis, Business Analysis
Education
University of Guelph 1999 — 2005
Honours BA, Classical Studies
Durr Sexton Durr Sexton's Equitable Life Experience 1980 - 1984
Job Creating Partnerships with Ameritas and New Distribution Opportunities
Industry Insurance
Experience
Ameritas September 2012 - Present
American General Life Companies May 2009 - June 2012
AIG American General January 2008 - May 2009
AIG American General Life Brokerage Group September 2005 - January 2008
AIG American General July 1987 - September 2005
Fidelity and Guaranty Life 1984 - 1987
Equitable Life 1980 - 1984
Skills
Insurance, Life Insurance, Fixed Annuities, Underwriting, Retirement, Strategy
Education
AIG General Management Executive Development Program 2007 — 2008
International Insurance
AIG Leader Within 2005 — 2005
Executive Development
Syracuse University 1976 — 1980
Bachelor of Arts, Economics
portsmouth abbey
Ameritas September 2012 - Present
American General Life Companies May 2009 - June 2012
AIG American General January 2008 - May 2009
AIG American General Life Brokerage Group September 2005 - January 2008
AIG American General July 1987 - September 2005
Fidelity and Guaranty Life 1984 - 1987
Equitable Life 1980 - 1984
Skills
Insurance, Life Insurance, Fixed Annuities, Underwriting, Retirement, Strategy
Education
AIG General Management Executive Development Program 2007 — 2008
International Insurance
AIG Leader Within 2005 — 2005
Executive Development
Syracuse University 1976 — 1980
Bachelor of Arts, Economics
portsmouth abbey
Gordon Rosser Gordon Rosser's Equitable Life Experience April 1986 - April 1987
Job Owner/Broker at Insurance Strategies
Industry Insurance
Experience
Insurance Strategies January 1982 - Present
Allianz Financial January 1991 - June 2001
Equitable Life April 1986 - April 1987
Skills
Chartered Life..., Wood Carver, Insurance, Long Term Care, Health Insurance, Medicare Supplements, Annuities, Brokers, Small Business, Term Life Insurance, Employee Benefits, Agents, Benefits Administration, Claim, Commercial Insurance, Customer Service, Disability Insurance, Financial Planners, Fixed Annuities, Health Savings Accounts, IRAs, Investments, Individual Life, Life Insurance, Liability, General Insurance, Long-term Care, Portfolio Management, Property, Retirement, Selling, Sales, Medicare, Underwriting, Workers Compensation, Retirement Planning
Education
University of Alaska Anchorage 1972 — 1974
Associate's degree, Computer Sciences
University of Idaho 1970 — 1972
Computer Sciences
Insurance Strategies January 1982 - Present
Allianz Financial January 1991 - June 2001
Equitable Life April 1986 - April 1987
Skills
Chartered Life..., Wood Carver, Insurance, Long Term Care, Health Insurance, Medicare Supplements, Annuities, Brokers, Small Business, Term Life Insurance, Employee Benefits, Agents, Benefits Administration, Claim, Commercial Insurance, Customer Service, Disability Insurance, Financial Planners, Fixed Annuities, Health Savings Accounts, IRAs, Investments, Individual Life, Life Insurance, Liability, General Insurance, Long-term Care, Portfolio Management, Property, Retirement, Selling, Sales, Medicare, Underwriting, Workers Compensation, Retirement Planning
Education
University of Alaska Anchorage 1972 — 1974
Associate's degree, Computer Sciences
University of Idaho 1970 — 1972
Computer Sciences
Dotti Cunningham Dotti Cunningham's Equitable Life Experience 1978 - 1983
Job Chief Exploration Officer at globeDOTTIngTravel, Inc.
Industry Leisure, Travel & Tourism
Experience
globeDOTTIngTravel, Inc. March 2012 - Present
CRE Finance Council January 1999 - October 2010
CIGNA Investment 1990 - 1998
Wellington Real Estate 1989 - 1990
Chevy Chase SB 1983 - 1989
Equitable Life 1978 - 1983
Prudential Insurance Company 1973 - 1978
Skills
Strategic Planning, Investments, Due Diligence, Financial Analysis, Budgeting, Real Estate, Team Building, Non-profits, Licensed NYC tour guide, Travel consulting, Commercial Real Estate, Asset Management, Portfolio Management, Investment Properties, Leadership, Disposition, Real Estate Economics, Nonprofits, Management, Loans, Fundraising, Valuation, Real Estate Development, Budgets, Real Estate Transactions, Equities, Finance, Financial Modeling, Real Estate Financing
Education
University of Baltimore 1977 — 1980
Bachelor of Science, Accounting
globeDOTTIngTravel, Inc. March 2012 - Present
CRE Finance Council January 1999 - October 2010
CIGNA Investment 1990 - 1998
Wellington Real Estate 1989 - 1990
Chevy Chase SB 1983 - 1989
Equitable Life 1978 - 1983
Prudential Insurance Company 1973 - 1978
Skills
Strategic Planning, Investments, Due Diligence, Financial Analysis, Budgeting, Real Estate, Team Building, Non-profits, Licensed NYC tour guide, Travel consulting, Commercial Real Estate, Asset Management, Portfolio Management, Investment Properties, Leadership, Disposition, Real Estate Economics, Nonprofits, Management, Loans, Fundraising, Valuation, Real Estate Development, Budgets, Real Estate Transactions, Equities, Finance, Financial Modeling, Real Estate Financing
Education
University of Baltimore 1977 — 1980
Bachelor of Science, Accounting
Maury Lonergan Maury Lonergan's Equitable Life Experience 1981 - 1985
Job Director of Housing at Everas Community Services,Inc.
Industry Nonprofit Organization Management
Experience
Everas Community Services, Inc. June 2013 - Present
All Green Recycling LLC July 2012 - January 2013
Resource Center of Somerset, Inc. December 1999 - January 2012
Plants at Work, Inc. January 1994 - October 1999
Concord Assets Group, Inc. 1984 - 1993
Equitable Life 1981 - 1985
Skills
Negotiation, Team Building, Contract Negotiation, Sales Management, New Business Development, Real Estate, Business Development, Management, Project Planning, Marketing, Process Improvement, Budgets, Residential Homes, Strategic Planning, Security, Networking, Entrepreneurship, Sales, Facilities Management, Selling, Program Management
Education
Northern Arizona University 1972 — 1976
BSED, Education
New York University
Real Estate
Everas Community Services, Inc. June 2013 - Present
All Green Recycling LLC July 2012 - January 2013
Resource Center of Somerset, Inc. December 1999 - January 2012
Plants at Work, Inc. January 1994 - October 1999
Concord Assets Group, Inc. 1984 - 1993
Equitable Life 1981 - 1985
Skills
Negotiation, Team Building, Contract Negotiation, Sales Management, New Business Development, Real Estate, Business Development, Management, Project Planning, Marketing, Process Improvement, Budgets, Residential Homes, Strategic Planning, Security, Networking, Entrepreneurship, Sales, Facilities Management, Selling, Program Management
Education
Northern Arizona University 1972 — 1976
BSED, Education
New York University
Real Estate
Lynette Perdiz Lynette Perdiz's Equitable Life Experience 1978 - 1983
Job
Industry Primary/Secondary Education
Experience
Falmouth Public Schools 1988 - Present
Equitable Life 1978 - 1983
New York Life Insurance Company 1976 - 1978
Skills
Classroom Instruction, Curriculum Design, Teaching, Public Speaking, Counseling, Classroom, Classroom Management, Curriculum Development, Differentiated..., E-Learning, Grant Writing, Higher Education, Instructional Design, Non-profits, Secondary Education, Special Education, Staff Development, Psychotherapy, Nonprofits, Program Development, System Administration, Event Planning, Customer Service
Education
New York University 1972 — 1976
BA, Political Science
Salem State College
MEd, Reading
Falmouth Public Schools 1988 - Present
Equitable Life 1978 - 1983
New York Life Insurance Company 1976 - 1978
Skills
Classroom Instruction, Curriculum Design, Teaching, Public Speaking, Counseling, Classroom, Classroom Management, Curriculum Development, Differentiated..., E-Learning, Grant Writing, Higher Education, Instructional Design, Non-profits, Secondary Education, Special Education, Staff Development, Psychotherapy, Nonprofits, Program Development, System Administration, Event Planning, Customer Service
Education
New York University 1972 — 1976
BA, Political Science
Salem State College
MEd, Reading
Steven King, ChFC, CLU Steven King, ChFC, CLU's Equitable Life Experience January 1997 - October 1998
Job Financial Consultant at AXA Advisors | Partner of The Business Strategies Group of Illinois, a division of AXA Advisors
Industry Financial Services
Experience
Business Strategies Group of Illinois, a division of AXA Advisors, LLC September 2011 - Present
AXA Advisors August 1996 - Present
Networker's Advantage Group 1999 - 2012
University of Illinois Tax School April 2003 - April 2005
Equitable Life January 1997 - October 1998
Harvey King and Associates February 1989 - July 1996
Skills
Insurance, Investments, Small Business, Wealth Management, Strategic Financial..., Series 7, Fixed Annuities, Investment Advisory, Securities, Life Insurance, Retirement Planning, Variable Annuities
Education
Knox College
Business Strategies Group of Illinois, a division of AXA Advisors, LLC September 2011 - Present
AXA Advisors August 1996 - Present
Networker's Advantage Group 1999 - 2012
University of Illinois Tax School April 2003 - April 2005
Equitable Life January 1997 - October 1998
Harvey King and Associates February 1989 - July 1996
Skills
Insurance, Investments, Small Business, Wealth Management, Strategic Financial..., Series 7, Fixed Annuities, Investment Advisory, Securities, Life Insurance, Retirement Planning, Variable Annuities
Education
Knox College
Gordon Golini's Equitable Life Experience February 1982 - May 1999
Job Senior Broker Consultant
Industry Financial Services
Experience
Lifetime Financial Alliance January 2002 - April 2013
Lafayette Life Insurance Company 2002 - 2013
Equitable Life February 1982 - May 1999
Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Fixed Annuities, Retirement, Retirement Plan..., Insurance, Investments, Life Insurance, Wealth Management, Disability Insurance, Estate Planning, Financial Goals, Financial Advisory, Portfolio Management, Term Life Insurance, Financial Services, Income Protection, Asset Management, IRAs, Small Business, Wealth, Wealth Accumulation, Long-term Care, Series 7, Financial Planners, Investment Strategies, Series 6, 401k, 401k Rollovers, Employee Benefits, Mutual Funds, Critical Illness, Universal Life, Health Insurance, Securities, Wealth Management..., Long Term Care Insurance, Roth IRA, Pensions, Qualified Retirement..., Investment Management, Variable Annuities, Personal Financial..., Personal Finance, Defined Benefit, Series 63, Alternative Investments, Whole Life
Education
Michigan State University 1974 — 1978
Bachelor of Science bio-chemistry, Marketing
MSU
Lifetime Financial Alliance January 2002 - April 2013
Lafayette Life Insurance Company 2002 - 2013
Equitable Life February 1982 - May 1999
Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Fixed Annuities, Retirement, Retirement Plan..., Insurance, Investments, Life Insurance, Wealth Management, Disability Insurance, Estate Planning, Financial Goals, Financial Advisory, Portfolio Management, Term Life Insurance, Financial Services, Income Protection, Asset Management, IRAs, Small Business, Wealth, Wealth Accumulation, Long-term Care, Series 7, Financial Planners, Investment Strategies, Series 6, 401k, 401k Rollovers, Employee Benefits, Mutual Funds, Critical Illness, Universal Life, Health Insurance, Securities, Wealth Management..., Long Term Care Insurance, Roth IRA, Pensions, Qualified Retirement..., Investment Management, Variable Annuities, Personal Financial..., Personal Finance, Defined Benefit, Series 63, Alternative Investments, Whole Life
Education
Michigan State University 1974 — 1978
Bachelor of Science bio-chemistry, Marketing
MSU
Mark Walls's Equitable Life Experience January 1989 - December 1989
Job Vice President Communications & Strategic Analysis at Safety National / Founder of Work Comp Analysis Group
Industry Insurance
Experience
Safety National June 2014 - Present
Work Comp Analysis Group November 2008 - Present
Marsh March 2013 - June 2014
Safety National October 1996 - February 2013
May Department Stores January 1990 - October 1996
Equitable Life January 1989 - December 1989
Skills
Workers Compensation, Insurance, Workers' Compensation..., Risk Management, Property & Casualty..., Claims Management, Public Speaking, Self-insured, Social Networking, Commercial Insurance, Casualty, Excess, Liability, Risk Financing, Leadership, Social Media, Conference Speaking, Writing, Blogging, Corporate Communications, Strategic Communications, Underwriting, Brokers, Litigation Management, General Insurance, Medicare, Subrogation, Reinsurance, Analysis, Employee Benefits, Claim Investigation, Management, Loss, Commercial Lines, Claim, Program Management, Team Management, Claims Administration, Claims Resolution, Social Security..., Risk Management..., Structured Settlements, Business Networking, Medicare Set-Asides..., DJ, Claim Analysis, Insurance Claims, Operational Risk..., Casualty Insurance, Self-insurance
Education
Iowa State University 1984 — 1988
B.A.
Safety National June 2014 - Present
Work Comp Analysis Group November 2008 - Present
Marsh March 2013 - June 2014
Safety National October 1996 - February 2013
May Department Stores January 1990 - October 1996
Equitable Life January 1989 - December 1989
Skills
Workers Compensation, Insurance, Workers' Compensation..., Risk Management, Property & Casualty..., Claims Management, Public Speaking, Self-insured, Social Networking, Commercial Insurance, Casualty, Excess, Liability, Risk Financing, Leadership, Social Media, Conference Speaking, Writing, Blogging, Corporate Communications, Strategic Communications, Underwriting, Brokers, Litigation Management, General Insurance, Medicare, Subrogation, Reinsurance, Analysis, Employee Benefits, Claim Investigation, Management, Loss, Commercial Lines, Claim, Program Management, Team Management, Claims Administration, Claims Resolution, Social Security..., Risk Management..., Structured Settlements, Business Networking, Medicare Set-Asides..., DJ, Claim Analysis, Insurance Claims, Operational Risk..., Casualty Insurance, Self-insurance
Education
Iowa State University 1984 — 1988
B.A.
Anne Marie Hradecky Anne Marie Hradecky's Equitable Life Experience March 1995 - November 1996
Job Executive Administrative Assistant
Industry Publishing
Experience
Parade Media Group August 1997 - September 2014
Mediaocean (formerly Donovan Data Systems) December 1996 - July 1997
Equitable Life March 1995 - November 1996
Skills
Publishing, Digital Media, Social Media, Administrative..., Microsoft Word, Magazines, Adobe Acrobat, Advertising, Proofreading, Administrative..., Newsletters, Invoicing, Editing, Microsoft Excel, Mac, Blogging, Executive..., Editorial, Outlook, PowerPoint, Microsoft Office, Video Conferencing, Audio Conferencing, Scheduling Management, CRM Databases, PeopleSoft, Expense Reports, Advertising Sales, Invoice Processing, Business Travel
Education
Queensborough Community College 1991 — 1993
Associates, Office Administration & Technology
Parade Media Group August 1997 - September 2014
Mediaocean (formerly Donovan Data Systems) December 1996 - July 1997
Equitable Life March 1995 - November 1996
Skills
Publishing, Digital Media, Social Media, Administrative..., Microsoft Word, Magazines, Adobe Acrobat, Advertising, Proofreading, Administrative..., Newsletters, Invoicing, Editing, Microsoft Excel, Mac, Blogging, Executive..., Editorial, Outlook, PowerPoint, Microsoft Office, Video Conferencing, Audio Conferencing, Scheduling Management, CRM Databases, PeopleSoft, Expense Reports, Advertising Sales, Invoice Processing, Business Travel
Education
Queensborough Community College 1991 — 1993
Associates, Office Administration & Technology
Rich Crowley Rich Crowley's Equitable Life Experience 2008 - June 2012
Job
Industry Information Technology and Services
Experience
Validus Research Inc. October 2014 - December 2014
Greenshore Technology Services Inc. May 2014 - September 2014
MCAP October 2012 - May 2014
Equitable Life 2008 - June 2012
Sun Life Financial November 2007 - February 2008
MCAP Financial February 2005 - September 2007
Sun Life Financial September 2004 - February 2005
Economical Insurance Group January 2004 - July 2004
Sun Life Financial September 2002 - December 2003
Economical Insurance February 2001 - February 2002
Skills
Project Management, Agile Project Management, Agile & Waterfall..., Ingenium, .NET, Portfolio Management, Program Management, MS Project, Insurance, Requirements Analysis, Web Application Design, Scrum, Software Project..., Waterfall, Agile Methodologies, SDLC, SharePoint, Business Analysis, Software Documentation, Software Development, Management, Quality Assurance, PMO, PMP, Requirements Gathering, Visio, Project Delivery, Vendor Management, Business Requirements
Education
Queen's University
B.Comm
Validus Research Inc. October 2014 - December 2014
Greenshore Technology Services Inc. May 2014 - September 2014
MCAP October 2012 - May 2014
Equitable Life 2008 - June 2012
Sun Life Financial November 2007 - February 2008
MCAP Financial February 2005 - September 2007
Sun Life Financial September 2004 - February 2005
Economical Insurance Group January 2004 - July 2004
Sun Life Financial September 2002 - December 2003
Economical Insurance February 2001 - February 2002
Skills
Project Management, Agile Project Management, Agile & Waterfall..., Ingenium, .NET, Portfolio Management, Program Management, MS Project, Insurance, Requirements Analysis, Web Application Design, Scrum, Software Project..., Waterfall, Agile Methodologies, SDLC, SharePoint, Business Analysis, Software Documentation, Software Development, Management, Quality Assurance, PMO, PMP, Requirements Gathering, Visio, Project Delivery, Vendor Management, Business Requirements
Education
Queen's University
B.Comm
Tim Weidner Tim Weidner's Equitable Life Experience January 1996 - January 1999
Job Staff Accountant at Pacific Ethanol
Industry Oil & Energy
Experience
Pacific Ethanol, Inc. July 2015 - Present
Aventine Renewable Energy, Inc. June 2004 - June 2015
Marquette Group April 2001 - August 2003
Hopedale Medical Complex 2000 - 2001
Allen Road Investments 1999 - 2000
Equitable Life January 1996 - January 1999
Waste Management, Inc. January 1986 - January 1996
Allsup, Vollbracht, Morris & Co. December 1984 - January 1986
Skills
Oracle E-Business Suite, Financial Accounting, Inventory Control, Financial Reporting, General Ledger, Accounting, Accounts Receivable, Auditing, Budgets, SEC filings, Accounts Payable, Sarbanes-Oxley Act, Tax, Payroll, Financial Statements, Variance Analysis, Forecasting, US GAAP, Account Reconciliation, Accruals, Cash Flow, Consolidation, Finance, Financial Analysis, Fixed Assets, GAAP, Internal Controls, Managerial Finance
Education
University of Illinois at Urbana-Champaign 1980 — 1984
B.S., Accountancy
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
B.S., Accountancy
Pacific Ethanol, Inc. July 2015 - Present
Aventine Renewable Energy, Inc. June 2004 - June 2015
Marquette Group April 2001 - August 2003
Hopedale Medical Complex 2000 - 2001
Allen Road Investments 1999 - 2000
Equitable Life January 1996 - January 1999
Waste Management, Inc. January 1986 - January 1996
Allsup, Vollbracht, Morris & Co. December 1984 - January 1986
Skills
Oracle E-Business Suite, Financial Accounting, Inventory Control, Financial Reporting, General Ledger, Accounting, Accounts Receivable, Auditing, Budgets, SEC filings, Accounts Payable, Sarbanes-Oxley Act, Tax, Payroll, Financial Statements, Variance Analysis, Forecasting, US GAAP, Account Reconciliation, Accruals, Cash Flow, Consolidation, Finance, Financial Analysis, Fixed Assets, GAAP, Internal Controls, Managerial Finance
Education
University of Illinois at Urbana-Champaign 1980 — 1984
B.S., Accountancy
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
B.S., Accountancy
Tanya Gilroy, EPC Tanya Gilroy, EPC's Equitable Life Experience 2011 - Present
Job Regional Life Sales Manager at Equitable Life
Industry Insurance
Experience
Equitable Life 2011 - Present
Equitable Life May 2008 - February 2011
TD Waterhouse Insurance Services August 2004 - April 2008
Assante Estate & Insurance Services March 1999 - August 2004
Skills
Insurance Planning, Strategic Planning, Leveraging Technology, Disability Insurance, Insurance, Term Life Insurance, Retirement, Financial Planners, Long-term Care, Critical Illness, Wealth Management, Strategic Financial..., Investments, Relationship Management, Underwriting, Business Planning, Health Insurance, Estate Planning, Financial Advisory, Investment Strategies, Mutual Funds, Financial Analysis, Employee Benefits, Financial Services, Team Leadership, Life Insurance, Financial Risk
Education
McMaster University 2006 — 2012
BA, Religious Studies
Equitable Life 2011 - Present
Equitable Life May 2008 - February 2011
TD Waterhouse Insurance Services August 2004 - April 2008
Assante Estate & Insurance Services March 1999 - August 2004
Skills
Insurance Planning, Strategic Planning, Leveraging Technology, Disability Insurance, Insurance, Term Life Insurance, Retirement, Financial Planners, Long-term Care, Critical Illness, Wealth Management, Strategic Financial..., Investments, Relationship Management, Underwriting, Business Planning, Health Insurance, Estate Planning, Financial Advisory, Investment Strategies, Mutual Funds, Financial Analysis, Employee Benefits, Financial Services, Team Leadership, Life Insurance, Financial Risk
Education
McMaster University 2006 — 2012
BA, Religious Studies
Jeff Carleton Jeff Carleton's Equitable Life Experience 1986 - 1991
Job SVP/General Manager at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services April 2010 - Present
Penn Mutual October 2006 - January 2009
Penn Mutual Life Insurance Company 2006 - 2009
The Hartford 2004 - 2006
MassMutual 2002 - 2004
Lincoln Financial Group October 1990 - November 2002
Equitable Life 1986 - 1991
Skills
Insurance, Strategic Planning, Customer Relations, Account Management, New Business Development, Life Insurance, Fixed Annuities
Education
University of Colorado Denver 1991 — 1996
MBA, Finance, General
Shippensburg University of Pennsylvania 1976 — 1979
BA, Political Science, History, French
The American College
CLU, ChFC
Crump Life Insurance Services April 2010 - Present
Penn Mutual October 2006 - January 2009
Penn Mutual Life Insurance Company 2006 - 2009
The Hartford 2004 - 2006
MassMutual 2002 - 2004
Lincoln Financial Group October 1990 - November 2002
Equitable Life 1986 - 1991
Skills
Insurance, Strategic Planning, Customer Relations, Account Management, New Business Development, Life Insurance, Fixed Annuities
Education
University of Colorado Denver 1991 — 1996
MBA, Finance, General
Shippensburg University of Pennsylvania 1976 — 1979
BA, Political Science, History, French
The American College
CLU, ChFC
John Rees's Equitable Life Experience March 2000 - March 2012
Job RVP, National Investment Sales
Industry Insurance
Experience
Equitable Life of Canada January 2015 - Present
Equitable Life March 2000 - March 2012
Equitable Life 2005 - 2006
Empire Life 1990 - 2000
Skills
Disability Insurance, Insurance, Sales, Term Life Insurance, Wealth Management, Investments, Fixed Annuities, Financial Services, Critical Illness, Strategic Financial..., Life Insurance, Business, Retirement Planning, Estate Planning, Pensions, Financial Planners, Retirement, Portfolio Management, Sales Management, Asset Management, Marketing, Employee Benefits, Financial Advisory, Health Insurance, Mutual Funds, Long-term Care, Universal Life, Investment Strategies, Underwriting, Financial Planning
Education
McMaster University
Psychology / Philosophy
Equitable Life of Canada January 2015 - Present
Equitable Life March 2000 - March 2012
Equitable Life 2005 - 2006
Empire Life 1990 - 2000
Skills
Disability Insurance, Insurance, Sales, Term Life Insurance, Wealth Management, Investments, Fixed Annuities, Financial Services, Critical Illness, Strategic Financial..., Life Insurance, Business, Retirement Planning, Estate Planning, Pensions, Financial Planners, Retirement, Portfolio Management, Sales Management, Asset Management, Marketing, Employee Benefits, Financial Advisory, Health Insurance, Mutual Funds, Long-term Care, Universal Life, Investment Strategies, Underwriting, Financial Planning
Education
McMaster University
Psychology / Philosophy
Jeffrey J. Miszner Jeffrey J. Miszner's Equitable Life Experience May 1988 - May 1991
Job Vice PresidentFinance at Quanta U.S. Holdings Inc.
Industry Insurance
Experience
Quanta U. S. Holdings Inc. January 2005 - Present
Arch Insurance Group October 2004 - June 2005
SCOR Reinsurance Company January 1999 - October 2004
Weiss Financial Corporation July 1997 - January 1999
Miszner & Pilof Consulting, Inc. February 1995 - July 1997
The Robert Plan Corporation May 1991 - February 1995
Equitable Life May 1988 - May 1991
Ernst & Young June 1975 - May 1988
Education
University of Iowa - Henry B. Tippie College of Business 1972 — 1975
BBA, Accounting; Finance
Quanta U. S. Holdings Inc. January 2005 - Present
Arch Insurance Group October 2004 - June 2005
SCOR Reinsurance Company January 1999 - October 2004
Weiss Financial Corporation July 1997 - January 1999
Miszner & Pilof Consulting, Inc. February 1995 - July 1997
The Robert Plan Corporation May 1991 - February 1995
Equitable Life May 1988 - May 1991
Ernst & Young June 1975 - May 1988
Education
University of Iowa - Henry B. Tippie College of Business 1972 — 1975
BBA, Accounting; Finance
Al Marcenkus Al Marcenkus's Equitable Life Experience August 1990 - October 1991
Job Artist
Industry Fine Art
Experience
The Artist's Way July 2005 - Present
Take Shape for Life 2012 - January 2014
General Electric March 1992 - July 2005
Academy Cleaning Service January 1990 - January 1992
Equitable Life August 1990 - October 1991
Nalco Chemical Company November 1986 - December 1989
US Army December 1981 - November 1986
Skills
Watercolor, Acrylic, Drawing, Strategic Planning, Team Building, Public Speaking, Program Management, Photography, New Business Development, Advertising, Graphic Design, Contract Negotiation, Project Management, Leadership, Sales, Marketing, Account Management, Marketing Strategy, Sales Management, Leadership Development, Coaching, Social Media, Process Improvement, Project Planning, Entrepreneurship, Management, Fundraising, Training, Operations Management, Team Leadership, Cross-functional Team..., Small Business, Time Management, Social Networking, Healthcare, Start-ups, Organizational..., Selling, Strategy, Public Relations, Business Development, Budgets, Social Media Marketing, Management Consulting, Business Planning, Customer Service, Nonprofits, Event Planning, Business Strategy, Executive Coaching
Education
United States Military Academy at West Point 1977 — 1981
B.S.
Homewood-Flossmoor High School 1974 — 1977
H.S. Diploma
The Artist's Way July 2005 - Present
Take Shape for Life 2012 - January 2014
General Electric March 1992 - July 2005
Academy Cleaning Service January 1990 - January 1992
Equitable Life August 1990 - October 1991
Nalco Chemical Company November 1986 - December 1989
US Army December 1981 - November 1986
Skills
Watercolor, Acrylic, Drawing, Strategic Planning, Team Building, Public Speaking, Program Management, Photography, New Business Development, Advertising, Graphic Design, Contract Negotiation, Project Management, Leadership, Sales, Marketing, Account Management, Marketing Strategy, Sales Management, Leadership Development, Coaching, Social Media, Process Improvement, Project Planning, Entrepreneurship, Management, Fundraising, Training, Operations Management, Team Leadership, Cross-functional Team..., Small Business, Time Management, Social Networking, Healthcare, Start-ups, Organizational..., Selling, Strategy, Public Relations, Business Development, Budgets, Social Media Marketing, Management Consulting, Business Planning, Customer Service, Nonprofits, Event Planning, Business Strategy, Executive Coaching
Education
United States Military Academy at West Point 1977 — 1981
B.S.
Homewood-Flossmoor High School 1974 — 1977
H.S. Diploma
Mark Loehr Mark Loehr's Equitable Life Experience January 1984 - February 1989
Job Pre Sales, Sr. Manager at Aspect Software
Industry Computer Software
Experience
Aspect Software February 2013 - Present
Stonebranch August 2009 - June 2012
FastForward Sports November 2008 - August 2009
UC4 Software October 2003 - January 2008
UC4 Software July 2001 - October 2003
Platinum Technology April 1997 - July 2001
Altai Software February 1989 - April 1997
Equitable Life January 1984 - February 1989
Skills
Negotiation, Professional Services, International Business, Automation, Start-ups, Technical Recruiting, Project Planning, Project Coordination, Project Scope..., Managing Events, Managing Workflow, Managing Processes, Recruiting, Sales Operations, SaaS, Management, Data Center, Strategic Partnerships, Enterprise Software, CRM, Cloud Computing, Pre-sales, Consulting, Contract Negotiation, Sales Enablement
Education
Illinois State University 1979 — 1983
Aspect Software February 2013 - Present
Stonebranch August 2009 - June 2012
FastForward Sports November 2008 - August 2009
UC4 Software October 2003 - January 2008
UC4 Software July 2001 - October 2003
Platinum Technology April 1997 - July 2001
Altai Software February 1989 - April 1997
Equitable Life January 1984 - February 1989
Skills
Negotiation, Professional Services, International Business, Automation, Start-ups, Technical Recruiting, Project Planning, Project Coordination, Project Scope..., Managing Events, Managing Workflow, Managing Processes, Recruiting, Sales Operations, SaaS, Management, Data Center, Strategic Partnerships, Enterprise Software, CRM, Cloud Computing, Pre-sales, Consulting, Contract Negotiation, Sales Enablement
Education
Illinois State University 1979 — 1983
Carl Ganz Carl Ganz's Equitable Life Experience December 1989 - February 1991
Job Senior Software Developer at Madison Square Garden
Industry Computer Software
Experience
Madison Square Garden March 2010 - Present
Innovatix, Inc. January 2009 - March 2010
Seton Software Development, Inc. November 1997 - January 2009
Meta Solutions March 1993 - November 1997
Ernst & Young February 1991 - March 1993
Equitable Life December 1989 - February 1991
Skills
C#, VB.NET, Crystal Reports, WinForms, WPF, WCF, Business Objects SDK, LINQ, ADO.NET, Enterprise Library, Infragistics, Syncfusion XLSIO, Syncfusion PDFIO, SQL Server 2000-2008, Oracle SQL, DevExpress, Microsoft SQL Server, Business Objects, SQL, Oracle, ASP.NET, Software Development, T-SQL, ASP.NET MVC, Visual Studio, Database Design, .NET, Data Warehousing, XML, IIS, Entity Framework, Software Documentation, SSRS, Databases, SDLC, Windows Server, Visual Basic, Agile Methodologies, SharePoint, TFS, Enterprise Architecture, SSIS, Agile Project Management, AJAX, jQuery, Web Development
Education
Seton Hall University 1988 — 1989
MBA, Finance
Seton Hall University 1984 — 1987
BA, History
Madison Square Garden March 2010 - Present
Innovatix, Inc. January 2009 - March 2010
Seton Software Development, Inc. November 1997 - January 2009
Meta Solutions March 1993 - November 1997
Ernst & Young February 1991 - March 1993
Equitable Life December 1989 - February 1991
Skills
C#, VB.NET, Crystal Reports, WinForms, WPF, WCF, Business Objects SDK, LINQ, ADO.NET, Enterprise Library, Infragistics, Syncfusion XLSIO, Syncfusion PDFIO, SQL Server 2000-2008, Oracle SQL, DevExpress, Microsoft SQL Server, Business Objects, SQL, Oracle, ASP.NET, Software Development, T-SQL, ASP.NET MVC, Visual Studio, Database Design, .NET, Data Warehousing, XML, IIS, Entity Framework, Software Documentation, SSRS, Databases, SDLC, Windows Server, Visual Basic, Agile Methodologies, SharePoint, TFS, Enterprise Architecture, SSIS, Agile Project Management, AJAX, jQuery, Web Development
Education
Seton Hall University 1988 — 1989
MBA, Finance
Seton Hall University 1984 — 1987
BA, History
Paul Berardino Paul Berardino's Equitable Life Experience January 1992 - January 1993
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
Self-employed October 2007 - Present
United Staffing Solutions 2011 - 2011
Thomson Media/Source Media July 2002 - October 2007
THOMSON / SOURCE March 1999 - October 2007
Thomson Financial 1999 - 2002
BETTER BENEFITS, INC May 1998 - March 1999
DENTAL HEALTH ALLIANCE (DHA) July 1995 - May 1998
SCHULMAN, RONCA & BUCUVALAS, INC September 1994 - March 1997
Equitable Life January 1992 - January 1993
Major Medical January 1991 - January 1992
Skills
Communication Written, Oral Communications, Inside Sales, Writing, Customer Service, Public Speaking, Research, Social Media Marketing, Administration, Insurance, Proposal Writing, Creative Writing, Editing, Media Relations, Public Relations, Marketing, Blogging, Copy Editing, System Administration, Social Media, Sales, Press Releases, Copywriting, Market Research, Marketing Communications, Journalism, Event Planning, Newsletters, Social Networking, Facebook, Visionary, Publishing, Proofreading, Freelance Writing, Editorial, Web Content, Magazines, Content Development, Feature Articles, Publications, Storytelling, Books, Newspapers, AP Style, Content Management, Publicity, Strategic Communications, Corporate Communications, News Writing, Interviews
Education
Manhattan College 1981 — 1985
B. A., Magna Cum Laude, Political Science
Manhattan College 1981 — 1985
BA, Political Science
St. John's University Law School
Self-employed October 2007 - Present
United Staffing Solutions 2011 - 2011
Thomson Media/Source Media July 2002 - October 2007
THOMSON / SOURCE March 1999 - October 2007
Thomson Financial 1999 - 2002
BETTER BENEFITS, INC May 1998 - March 1999
DENTAL HEALTH ALLIANCE (DHA) July 1995 - May 1998
SCHULMAN, RONCA & BUCUVALAS, INC September 1994 - March 1997
Equitable Life January 1992 - January 1993
Major Medical January 1991 - January 1992
Skills
Communication Written, Oral Communications, Inside Sales, Writing, Customer Service, Public Speaking, Research, Social Media Marketing, Administration, Insurance, Proposal Writing, Creative Writing, Editing, Media Relations, Public Relations, Marketing, Blogging, Copy Editing, System Administration, Social Media, Sales, Press Releases, Copywriting, Market Research, Marketing Communications, Journalism, Event Planning, Newsletters, Social Networking, Facebook, Visionary, Publishing, Proofreading, Freelance Writing, Editorial, Web Content, Magazines, Content Development, Feature Articles, Publications, Storytelling, Books, Newspapers, AP Style, Content Management, Publicity, Strategic Communications, Corporate Communications, News Writing, Interviews
Education
Manhattan College 1981 — 1985
B. A., Magna Cum Laude, Political Science
Manhattan College 1981 — 1985
BA, Political Science
St. John's University Law School
Shawn Hannaford Shawn Hannaford's Equitable Life Experience April 2010 - August 2014
Job Regional Vice President Sales at National Financial Insurance Agency (NFIA)
Industry Insurance
Experience
National Financial Insurance Agency (NFIA) October 2014 - Present
Equitable Life April 2010 - August 2014
La Capitale Financial Security Insurance Company April 2007 - November 2009
Desjardins Financial Security June 2000 - April 2007
Skills
Disability Insurance, Critical Illness, Life Insurance, Term Life Insurance, Participating Whole..., Long Term Care Insurance, Estate Planning, Wealth Accumulation, Distribution Strategies, Customer Service, Sales Presentations, Presentation Development, Contract Negotiation, Sales Management, New Business Development, Strategic Planning, Start-ups, Marketing Strategy, Public Speaking, Investments, Retirement, Retirement Planning, Fixed Annuities, Insurance, Universal Life, Financial Planners, Wealth Management, Long-term Care, Investment Advisory, Health Insurance, Sales, Pensions, Whole Life, Group Insurance, Strategic Financial..., Employee Benefits, Financial Advisory, Wealth, Financial Services, Brokers, Investment Strategies, Underwriting, Financial Planning
Education
McMaster University 1991 — 1992
National Financial Insurance Agency (NFIA) October 2014 - Present
Equitable Life April 2010 - August 2014
La Capitale Financial Security Insurance Company April 2007 - November 2009
Desjardins Financial Security June 2000 - April 2007
Skills
Disability Insurance, Critical Illness, Life Insurance, Term Life Insurance, Participating Whole..., Long Term Care Insurance, Estate Planning, Wealth Accumulation, Distribution Strategies, Customer Service, Sales Presentations, Presentation Development, Contract Negotiation, Sales Management, New Business Development, Strategic Planning, Start-ups, Marketing Strategy, Public Speaking, Investments, Retirement, Retirement Planning, Fixed Annuities, Insurance, Universal Life, Financial Planners, Wealth Management, Long-term Care, Investment Advisory, Health Insurance, Sales, Pensions, Whole Life, Group Insurance, Strategic Financial..., Employee Benefits, Financial Advisory, Wealth, Financial Services, Brokers, Investment Strategies, Underwriting, Financial Planning
Education
McMaster University 1991 — 1992
Wendy Chayet Wendy Chayet's Equitable Life Experience 1989 - 1990
Job Commercial Real Estate Consultant at Total Real Estate Consultants
Industry Real Estate
Experience
Total Real Estate Consultants May 2011 - Present
The Keyes Company January 2010 - May 2011
Weiser Consulting January 1994 - February 2011
Equitable Life 1989 - 1990
Prudential Equity Group 1984 - 1989
Merrill Lynch July 1980 - July 1984
Skills
Real Estate
Education
The George Washington University - School of Business 1979 — 1980
Masters, Finance
University at Buffalo 1976 — 1979
Bachelors, BS in Finance
Total Real Estate Consultants May 2011 - Present
The Keyes Company January 2010 - May 2011
Weiser Consulting January 1994 - February 2011
Equitable Life 1989 - 1990
Prudential Equity Group 1984 - 1989
Merrill Lynch July 1980 - July 1984
Skills
Real Estate
Education
The George Washington University - School of Business 1979 — 1980
Masters, Finance
University at Buffalo 1976 — 1979
Bachelors, BS in Finance
R. Ayesha Muhammad- USN-Ret R. Ayesha Muhammad- USN-Ret's Equitable Life Experience 1977 - 1979
Job United States Navy Retired at United States Navy
Industry Military
Experience
United States Navy 1979 - Present
Republican Party 1965 - 2014
Equitable Life 1977 - 1979
Skills
National Security, Military, Background Checks, Organizational..., Public Relations, Networking, Broadcast Journalist, Radio Program Director, TV Set development and..., Print and Internet..., Community Outreach, domestic violence, Academic Tutoring, Certified Home School..., National Board...
Education
Marymount University 1996 — 1998
Coursework, Curriculum Development and Instruction for High School
Webster University (AT) 1993 — 1995
Masters, Human Resource Management
Naval Justice School 1991 — 1991
Military Justice, Military Justice and Values
Western Michigan University 1975 — 1977
Graduate Assistantship, Mass Media and Public Relations
North Carolina Agricultural and Technical State University 1971 — 1975
BSW, Social Work and Media
United States Navy 1979 - Present
Republican Party 1965 - 2014
Equitable Life 1977 - 1979
Skills
National Security, Military, Background Checks, Organizational..., Public Relations, Networking, Broadcast Journalist, Radio Program Director, TV Set development and..., Print and Internet..., Community Outreach, domestic violence, Academic Tutoring, Certified Home School..., National Board...
Education
Marymount University 1996 — 1998
Coursework, Curriculum Development and Instruction for High School
Webster University (AT) 1993 — 1995
Masters, Human Resource Management
Naval Justice School 1991 — 1991
Military Justice, Military Justice and Values
Western Michigan University 1975 — 1977
Graduate Assistantship, Mass Media and Public Relations
North Carolina Agricultural and Technical State University 1971 — 1975
BSW, Social Work and Media
Fozia Andarge Fozia Andarge's Equitable Life Experience March 1991 - May 1992
Job President and CEO at FM Financial Services, Inc
Industry Accounting
Experience
FM Financial Services, Inc May 1995 - Present
FM Financial Services, Inc May 1992 - Present
Equitable Life March 1991 - May 1992
Skills
Accounting, Estate Planning, Investments, Retirement Planning, Small Business, Insurance, Strategic Financial..., Coaching, Employee Benefits, Financial Reporting, Banking, Finance, Fixed Annuities, Mortgage Lending, Strategic Planning, Asset Management, Loans, Retirement, Real Estate, Financial Planning
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Accounting and Financial Management, Accounting and Finance, Graduated in January 2014
University of Central Florida 1986 — 1989
BS, Finance
FM Financial Services, Inc May 1995 - Present
FM Financial Services, Inc May 1992 - Present
Equitable Life March 1991 - May 1992
Skills
Accounting, Estate Planning, Investments, Retirement Planning, Small Business, Insurance, Strategic Financial..., Coaching, Employee Benefits, Financial Reporting, Banking, Finance, Fixed Annuities, Mortgage Lending, Strategic Planning, Asset Management, Loans, Retirement, Real Estate, Financial Planning
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Accounting and Financial Management, Accounting and Finance, Graduated in January 2014
University of Central Florida 1986 — 1989
BS, Finance
Ken Martinelli Ken Martinelli's Equitable Life Experience May 1994 - September 1997
Job Consultant
Industry Financial Services
Experience
Independent July 2014 - Present
OneAmerica Securities April 2010 - June 2014
The Bostonian Group June 2008 - February 2010
AXA Advisors August 2006 - June 2008
Executive Compensation Solutions January 2005 - July 2006
Manulife Financial January 2003 - June 2004
MetLife September 1997 - October 2002
Equitable Life May 1994 - September 1997
Pacific Life January 1974 - May 1994
Skills
Retirement Planning, Retirement, Investments, 401k, Insurance, Life Insurance, Financial Planning, Fixed Annuities, Financial Services, Strategic Planning, Wealth Management, Finance, Mutual Funds, Employee Benefits, Securities, Series 63
Education
University of Southern California 1971 — 1973
MBA, Business, Finance, Marketing
University of Illinois at Urbana-Champaign 1964 — 1968
BA, Economics
Independent July 2014 - Present
OneAmerica Securities April 2010 - June 2014
The Bostonian Group June 2008 - February 2010
AXA Advisors August 2006 - June 2008
Executive Compensation Solutions January 2005 - July 2006
Manulife Financial January 2003 - June 2004
MetLife September 1997 - October 2002
Equitable Life May 1994 - September 1997
Pacific Life January 1974 - May 1994
Skills
Retirement Planning, Retirement, Investments, 401k, Insurance, Life Insurance, Financial Planning, Fixed Annuities, Financial Services, Strategic Planning, Wealth Management, Finance, Mutual Funds, Employee Benefits, Securities, Series 63
Education
University of Southern California 1971 — 1973
MBA, Business, Finance, Marketing
University of Illinois at Urbana-Champaign 1964 — 1968
BA, Economics
Barry Bulakites Barry Bulakites's Equitable Life Experience 1977 - 1987
Job at Table Bay Financial Network, Inc.
Industry Financial Services
Experience
Table Bay Financial Network, Inc. July 2003 - Present
America's Tax Solutions January 2010 - Present
America's IRA Centers January 2005 - January 2012
Table Bay Financial Network Inc. July 2003 - May 2010
Jackson National Life February 1996 - July 2003
Lincoln National Life 1995 - 1996
Mutual Of New York 1987 - 1994
Equitable Life 1977 - 1987
Skills
Sales Management, Insurance, Strategic Planning, Product Development, Retirement, Financial Services, Management, Recruiting, IRAs, Wealth Management, Business Planning, Strategy, Fixed Annuities, Pensions, Employee Benefits, Marketing, Retirement Planning, 401k, Sales, Series 7, Small Business, Strategic Financial..., Finance, Life Insurance, Investments, Leadership, Financial Advisory, Operations Management, Financial Planners, Investment Advisory, Disability Insurance, Estate Planning, Long-term Care, Series 63, Relationship Management, Mutual Funds, Wealth Management..., Series 6, Long Term Care Insurance, Alternative Investments, Term Life Insurance, Roth IRA, Wealth, Securities, Investment Strategies, 401k Rollovers, Universal Life
Education
London Business School 2001 — 2003
Discovery Programme for Senior Executives
Western New England University 1973 — 1977
BS, Marketing
Table Bay Financial Network, Inc. July 2003 - Present
America's Tax Solutions January 2010 - Present
America's IRA Centers January 2005 - January 2012
Table Bay Financial Network Inc. July 2003 - May 2010
Jackson National Life February 1996 - July 2003
Lincoln National Life 1995 - 1996
Mutual Of New York 1987 - 1994
Equitable Life 1977 - 1987
Skills
Sales Management, Insurance, Strategic Planning, Product Development, Retirement, Financial Services, Management, Recruiting, IRAs, Wealth Management, Business Planning, Strategy, Fixed Annuities, Pensions, Employee Benefits, Marketing, Retirement Planning, 401k, Sales, Series 7, Small Business, Strategic Financial..., Finance, Life Insurance, Investments, Leadership, Financial Advisory, Operations Management, Financial Planners, Investment Advisory, Disability Insurance, Estate Planning, Long-term Care, Series 63, Relationship Management, Mutual Funds, Wealth Management..., Series 6, Long Term Care Insurance, Alternative Investments, Term Life Insurance, Roth IRA, Wealth, Securities, Investment Strategies, 401k Rollovers, Universal Life
Education
London Business School 2001 — 2003
Discovery Programme for Senior Executives
Western New England University 1973 — 1977
BS, Marketing
Malachy Vance, CFP® Malachy Vance, CFP®'s Equitable Life Experience 1984 - 1988
Job Associate Wealth Management Advisor
Industry Financial Services
Experience
Pioneer Financial January 2010 - Present
Bleakley Schwartz Cooney & Finney July 2008 - December 2009
Bleakley, Schwartz, Cooney & Finney August 2000 - July 2008
Libery Mutual 1989 - 1990
Equitable Life 1984 - 1988
Education
Providence College 1980 — 1983
BS, Business Administration / Marketing
Pioneer Financial January 2010 - Present
Bleakley Schwartz Cooney & Finney July 2008 - December 2009
Bleakley, Schwartz, Cooney & Finney August 2000 - July 2008
Libery Mutual 1989 - 1990
Equitable Life 1984 - 1988
Education
Providence College 1980 — 1983
BS, Business Administration / Marketing
Patrick Kish Patrick Kish's Equitable Life Experience 1988 - 1991
Job Entrepreneur
Industry Financial Services
Experience
Equitable Life 1988 - 1991
Whisky a go go 1977 - 1981
Education
St. Bernard's High School 1974 — 1977
University of California, Los Angeles
Equitable Life 1988 - 1991
Whisky a go go 1977 - 1981
Education
St. Bernard's High School 1974 — 1977
University of California, Los Angeles
Jean-Marie Posner Jean-Marie Posner's Equitable Life Experience January 1980 - April 1991
Job Properties and Facilities Director
Industry Real Estate
Experience
Dejana Industries Inc. and Affiliates August 2015 - Present
Friends of the Sands Point Preserve July 2003 - Present
Friends of the Sands Point Preserve March 2012 - August 2015
Village of Sands Point July 2009 - July 2013
Nassau County Planning Commission 2010 - 2011
Port Washington School District 2004 - 2010
Dime Savings Bank June 1991 - August 2000
Equitable Life January 1980 - April 1991
Skills
Non-profits, Strategic Planning, Event Planning, Public Relations, Nonprofits, Community Outreach, Fundraising, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Program Development, Social Networking, Staff Development, Research, Team Building, Marketing, Accounting, Grant Writing, Microsoft Excel, Spanish, Leadership, Program Management, Management, Entrepreneurship, Budgets
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting
Dejana Industries Inc. and Affiliates August 2015 - Present
Friends of the Sands Point Preserve July 2003 - Present
Friends of the Sands Point Preserve March 2012 - August 2015
Village of Sands Point July 2009 - July 2013
Nassau County Planning Commission 2010 - 2011
Port Washington School District 2004 - 2010
Dime Savings Bank June 1991 - August 2000
Equitable Life January 1980 - April 1991
Skills
Non-profits, Strategic Planning, Event Planning, Public Relations, Nonprofits, Community Outreach, Fundraising, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Program Development, Social Networking, Staff Development, Research, Team Building, Marketing, Accounting, Grant Writing, Microsoft Excel, Spanish, Leadership, Program Management, Management, Entrepreneurship, Budgets
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting
Ken Kukral Ken Kukral's Equitable Life Experience February 1985 - February 1986
Job Owner, International Excess Agency, Inc.
Industry Insurance
Experience
International Excess Alliance, LLC 2009 - Present
International Excess Program Managers, Inc. March 1997 - Present
International Excess Agency, Inc. February 1986 - Present
Equitable Life February 1985 - February 1986
Skills
Casualty, Product Liability, Excess, Insurance, Inland Marine, D&O, Employment Practices..., General Liability, Commercial Lines, Property & Casualty..., Commercial Insurance, Fiduciary Liability, Umbrella, Liability, General Insurance, Auto Liability, Brokers, Insurance Agents, Underwriting, Medical Malpractice, Agents, Insurance Solutions, Risk, Workers Compensation, Professional Liability, Professional Indemnity, Automobile, Premises Liability, Brokerage, Professional Malpractice, Environmental Insurance, Wholesale, Compliance, Umbrella Insurance, Legal Liability, Liability Analysis, Insurance Brokerage, Litigation Management, Life Insurance, Fixed Annuities, Long-term Care, Financial Risk
Education
The Ohio State University - The Max M. Fisher College of Business 1979 — 1983
BS, Marketing
International Excess Alliance, LLC 2009 - Present
International Excess Program Managers, Inc. March 1997 - Present
International Excess Agency, Inc. February 1986 - Present
Equitable Life February 1985 - February 1986
Skills
Casualty, Product Liability, Excess, Insurance, Inland Marine, D&O, Employment Practices..., General Liability, Commercial Lines, Property & Casualty..., Commercial Insurance, Fiduciary Liability, Umbrella, Liability, General Insurance, Auto Liability, Brokers, Insurance Agents, Underwriting, Medical Malpractice, Agents, Insurance Solutions, Risk, Workers Compensation, Professional Liability, Professional Indemnity, Automobile, Premises Liability, Brokerage, Professional Malpractice, Environmental Insurance, Wholesale, Compliance, Umbrella Insurance, Legal Liability, Liability Analysis, Insurance Brokerage, Litigation Management, Life Insurance, Fixed Annuities, Long-term Care, Financial Risk
Education
The Ohio State University - The Max M. Fisher College of Business 1979 — 1983
BS, Marketing
Si Xie's Equitable Life Experience January 2015 - Present
Job Director, S&R Product Development and Pricing at Equitable Life
Industry Insurance
Experience
Equitable Life January 2015 - Present
Equitable Life 2013 - December 2014
BMO Financial Group 2010 - 2013
Manulife Financial 2009 - 2010
GGY Inc. 2006 - 2009
Skills
Programming, Actuarial Science, Enterprise Risk..., VBA, Data Analysis, Risk Management, Financial Modeling, Actuaries, Financial Risk, Reinsurance, Insurance, Life Insurance, Finance, Investments, ALM, Pricing, Management, Valuation
Education
University of Oxford 2002 — 2006
MMath, Mathematics and Statistics
Univeristy of Oxford
MMATH, Mathematics and Statistics
Equitable Life January 2015 - Present
Equitable Life 2013 - December 2014
BMO Financial Group 2010 - 2013
Manulife Financial 2009 - 2010
GGY Inc. 2006 - 2009
Skills
Programming, Actuarial Science, Enterprise Risk..., VBA, Data Analysis, Risk Management, Financial Modeling, Actuaries, Financial Risk, Reinsurance, Insurance, Life Insurance, Finance, Investments, ALM, Pricing, Management, Valuation
Education
University of Oxford 2002 — 2006
MMath, Mathematics and Statistics
Univeristy of Oxford
MMATH, Mathematics and Statistics
Laura Ericson Laura Ericson's Equitable Life Experience 1982 - 1985
Job Office Manager at Northern Illinois University
Industry Education Management
Experience
Northern Illinois University January 2013 - Present
Monsanto April 1990 - September 2012
Barclays Corporate Banking 1986 - 1989
Equitable Life 1982 - 1985
Skills
Executive Support, Administrative..., Calendaring, Travel Arrangements, Microsoft Office, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, SAP, Confidentiality, Postage Meter, Internet, Safety Training Programs, Safety, Tracking Systems, OSHA, Minute Taking, Meeting Planning, Event Planning, Concur, Expense Reports, Budget Monitoring, Business Writing, Document Creation, File Management, Cross-functional..., Customer Support, Office Operations, Front Office Support, Team Leadership, Teamwork, Organization, Multi Tasking, Advertising, Purchase Orders, Invoice Processing, Accounts Payable, Banking, Loan Documents, Insurance, Coordinators, New Hire Processes, Receptionist Duties, service, Proactive self-starter, Office Management, Spreadsheets
Education
Robert Morris College
Certificate, Administrative Assistant and Secretarial Science, General
Sycamore High School
Northern Illinois University January 2013 - Present
Monsanto April 1990 - September 2012
Barclays Corporate Banking 1986 - 1989
Equitable Life 1982 - 1985
Skills
Executive Support, Administrative..., Calendaring, Travel Arrangements, Microsoft Office, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, SAP, Confidentiality, Postage Meter, Internet, Safety Training Programs, Safety, Tracking Systems, OSHA, Minute Taking, Meeting Planning, Event Planning, Concur, Expense Reports, Budget Monitoring, Business Writing, Document Creation, File Management, Cross-functional..., Customer Support, Office Operations, Front Office Support, Team Leadership, Teamwork, Organization, Multi Tasking, Advertising, Purchase Orders, Invoice Processing, Accounts Payable, Banking, Loan Documents, Insurance, Coordinators, New Hire Processes, Receptionist Duties, service, Proactive self-starter, Office Management, Spreadsheets
Education
Robert Morris College
Certificate, Administrative Assistant and Secretarial Science, General
Sycamore High School
Victoria Blyke Victoria Blyke's Equitable Life Experience 1989 - 1991
Job Realtor at EWM Residential Brokerage in South Florida
Industry Real Estate
Experience
EWM Realty International August 2013 - Present
Coldwell Banker Residential Brokerage May 2011 - 2012
Thomson Reuters 1996 - 2002
Hyperion Solutions 1995 - 1996
Equitable Life 1989 - 1991
Fuji Bank 1988 - 1989
Skills
Real Estate, Valuation, Fixed Income, Investment Properties, Real Estate Transactions, Investments, Strategic Planning, Selling, Brokerage, Business Analysis, Property Management, Leases, Investors, Bonds, Process Improvement, Negotiation, Relocation, Sellers, Listings, Buyer Representation, Short Sales, Sales, REO, Condos
Education
Thunderbird School of Global Management 1991 — 1993
MBA, International Business
Pace University - Lubin School of Business 1984 — 1988
BBA, Finance
EWM Realty International August 2013 - Present
Coldwell Banker Residential Brokerage May 2011 - 2012
Thomson Reuters 1996 - 2002
Hyperion Solutions 1995 - 1996
Equitable Life 1989 - 1991
Fuji Bank 1988 - 1989
Skills
Real Estate, Valuation, Fixed Income, Investment Properties, Real Estate Transactions, Investments, Strategic Planning, Selling, Brokerage, Business Analysis, Property Management, Leases, Investors, Bonds, Process Improvement, Negotiation, Relocation, Sellers, Listings, Buyer Representation, Short Sales, Sales, REO, Condos
Education
Thunderbird School of Global Management 1991 — 1993
MBA, International Business
Pace University - Lubin School of Business 1984 — 1988
BBA, Finance
John Ehrhardt John Ehrhardt's Equitable Life Experience June 1977 - June 1980
Job Principal at Milliman / Trustee at The Actuarial Foundation
Industry Management Consulting
Experience
The Actuarial Foundation January 2014 - Present
Milliman February 1983 - Present
Kwasha Lipton June 1980 - February 1983
Equitable Life June 1977 - June 1980
Skills
Actuarial Science, Defined Benefit, Reinsurance, Economic Capital, ALM, Actuarial Consulting, Actuaries, Pensions, Insurance, Employee Benefits, Solvency II
Education
University of Massachusetts, Amherst 1975 — 1977
MA, Statistics
State University of New York at Albany 1971 — 1975
BS, Mathematics, Physics
The Actuarial Foundation January 2014 - Present
Milliman February 1983 - Present
Kwasha Lipton June 1980 - February 1983
Equitable Life June 1977 - June 1980
Skills
Actuarial Science, Defined Benefit, Reinsurance, Economic Capital, ALM, Actuarial Consulting, Actuaries, Pensions, Insurance, Employee Benefits, Solvency II
Education
University of Massachusetts, Amherst 1975 — 1977
MA, Statistics
State University of New York at Albany 1971 — 1975
BS, Mathematics, Physics
Grant Carioni's Equitable Life Experience May 2006 - March 2008
Job Director Human Resources at CARE Canada
Industry Nonprofit Organization Management
Experience
CARE Canada February 2015 - Present
TD Canada Trust November 2014 - Present
TD Canada Trust November 2013 - Present
Research In Motion March 2008 - October 2013
Equitable Life May 2006 - March 2008
Oticon Canada Ltd. February 2005 - May 2006
Rogers Communications February 2002 - March 2005
Rogers Communications October 2001 - February 2002
Skills
Performance Management, Employee Relations, Talent Management, Employee Engagement, Change Management, Organizational..., Deferred Compensation, HRIS, HR Policies, Onboarding, Talent Acquisition, Recruiting, Employee Benefits, Personnel Management, Human Resources, Leadership, Training, System Administration, Strategy, Management, Employment Law, Succession Planning, Program Management, Team Building, Workforce Planning, New Hire Orientations, Organizational Design, Organizational...
Education
Queen's University 2000 — 2001
MIR, Masters Industrial Relations
University of Waterloo 1996 — 2000
BES, Bachelor Environmental Studies
University of Waterloo 1996 — 2000
Human Resources Management Minor, Human Resources
CARE Canada February 2015 - Present
TD Canada Trust November 2014 - Present
TD Canada Trust November 2013 - Present
Research In Motion March 2008 - October 2013
Equitable Life May 2006 - March 2008
Oticon Canada Ltd. February 2005 - May 2006
Rogers Communications February 2002 - March 2005
Rogers Communications October 2001 - February 2002
Skills
Performance Management, Employee Relations, Talent Management, Employee Engagement, Change Management, Organizational..., Deferred Compensation, HRIS, HR Policies, Onboarding, Talent Acquisition, Recruiting, Employee Benefits, Personnel Management, Human Resources, Leadership, Training, System Administration, Strategy, Management, Employment Law, Succession Planning, Program Management, Team Building, Workforce Planning, New Hire Orientations, Organizational Design, Organizational...
Education
Queen's University 2000 — 2001
MIR, Masters Industrial Relations
University of Waterloo 1996 — 2000
BES, Bachelor Environmental Studies
University of Waterloo 1996 — 2000
Human Resources Management Minor, Human Resources
Deborah Lindberg Deborah Lindberg's Equitable Life Experience 1984 - 1986
Job Financial Services Professional
Industry Financial Services
Experience
State Street Bank and Trust Company of California, N.A. 2008 - 2013
State Street Bank and Trust Company 2003 - 2013
Deutsche Bank 1999 - 2003
Bankers Trust Company 1989 - 1999
Aetna Capital Management 1986 - 1989
Equitable Life 1984 - 1986
Chicago Sun-Times 1982 - 1984
Skills
Equities, Fixed Income, Fund Accounting, Investments, Portfolio Management, Financial Services, Prime Brokerage, Project Management, Securities, Alternative Investments, Derivatives, Financial Analysis, Mutual Funds, Securities Lending, Hedge Funds, Asset Allocation, New Business Development, Collateral Management, Valuation, Asset Managment, Strategic Planning, Management, Bloomberg, Investment Banking, Global Custody, Banking, Investment Management, Corporate Actions
Education
University of Miami - School of Business 1980 — 1982
Masters of Business Administration, Marketing
University of Miami Frost School of Music 1976 — 1980
Bachelor of Music, Music Merchandising
State Street Bank and Trust Company of California, N.A. 2008 - 2013
State Street Bank and Trust Company 2003 - 2013
Deutsche Bank 1999 - 2003
Bankers Trust Company 1989 - 1999
Aetna Capital Management 1986 - 1989
Equitable Life 1984 - 1986
Chicago Sun-Times 1982 - 1984
Skills
Equities, Fixed Income, Fund Accounting, Investments, Portfolio Management, Financial Services, Prime Brokerage, Project Management, Securities, Alternative Investments, Derivatives, Financial Analysis, Mutual Funds, Securities Lending, Hedge Funds, Asset Allocation, New Business Development, Collateral Management, Valuation, Asset Managment, Strategic Planning, Management, Bloomberg, Investment Banking, Global Custody, Banking, Investment Management, Corporate Actions
Education
University of Miami - School of Business 1980 — 1982
Masters of Business Administration, Marketing
University of Miami Frost School of Music 1976 — 1980
Bachelor of Music, Music Merchandising
David Genrich David Genrich's Equitable Life Experience January 1994 - January 1997
Job General Manager at JLL
Industry Real Estate
Experience
JLL April 2015 - Present
Shorenstein Realty Services March 2010 - April 2015
Real Estate Advisors January 2004 - December 2009
CB Richard Ellis January 1997 - January 2004
Equitable Life January 1994 - January 1997
Gatewest Property Services January 1990 - January 1994
Trammell Crow Company January 1986 - January 1990
Skills
Property, Management, Leases, Lease Negotiations, Lease Administration, Landlords, Real Estate, Portfolio Management, Commercial Real Estate, Tenant, Corporate Real Estate, Sustainability, Landlord, Property Management, Disposition, Real Estate Economics, Real Estate Development, Brokerage, Investment Properties, Real Estate Transactions
Education
University of North Texas 1979 — 1983
BBA, Marketing, Real Estate
University of North Texas 1979 — 1983
holds a BBA, Marketing and Real Estate
JLL April 2015 - Present
Shorenstein Realty Services March 2010 - April 2015
Real Estate Advisors January 2004 - December 2009
CB Richard Ellis January 1997 - January 2004
Equitable Life January 1994 - January 1997
Gatewest Property Services January 1990 - January 1994
Trammell Crow Company January 1986 - January 1990
Skills
Property, Management, Leases, Lease Negotiations, Lease Administration, Landlords, Real Estate, Portfolio Management, Commercial Real Estate, Tenant, Corporate Real Estate, Sustainability, Landlord, Property Management, Disposition, Real Estate Economics, Real Estate Development, Brokerage, Investment Properties, Real Estate Transactions
Education
University of North Texas 1979 — 1983
BBA, Marketing, Real Estate
University of North Texas 1979 — 1983
holds a BBA, Marketing and Real Estate
Dori Mueller's Equitable Life Experience 2001 - 2007
Job Volunteer, Photographer, Administrative
Industry Events Services
Experience
OpenText October 2011 - September 2014
Favourable Moments 2009 - December 2012
Equitable Life Insurance Company of Canada, Waterloo January 2001 - January 2007
Equitable Life 2001 - 2007
Royal & SunAlliance Financial, Oakville January 1998 - January 2001
Skills
Event Planning, Sales, Parties, Marketing, Weddings, Marketing Strategy, Training, Trade Shows, Customer Service, Corporate Events, Social Media Marketing, Management, Social Media, Marketing Communications, Public Relations, Event Management, Advertising, Leadership, Small Business, Online Marketing, Email Marketing
Education
Sheridan College
Certificate, Marketing
Sheridan College
Marketing Certificate
St. Clair College
Commercial Art Design Diploma
OpenText October 2011 - September 2014
Favourable Moments 2009 - December 2012
Equitable Life Insurance Company of Canada, Waterloo January 2001 - January 2007
Equitable Life 2001 - 2007
Royal & SunAlliance Financial, Oakville January 1998 - January 2001
Skills
Event Planning, Sales, Parties, Marketing, Weddings, Marketing Strategy, Training, Trade Shows, Customer Service, Corporate Events, Social Media Marketing, Management, Social Media, Marketing Communications, Public Relations, Event Management, Advertising, Leadership, Small Business, Online Marketing, Email Marketing
Education
Sheridan College
Certificate, Marketing
Sheridan College
Marketing Certificate
St. Clair College
Commercial Art Design Diploma
Sandro Frattura Sandro Frattura's Equitable Life Experience 1991 - 1995
Job Database Manager/Senior DBA at OLB Inc
Industry Internet
Experience
Online Buddies, Inc. January 2010 - Present
Online Buddies, Inc. January 2008 - January 2010
Tele-Publishing, Inc. 2002 - January 2008
Tele-Publishing Inc. 1998 - 2002
Saratoga Beverage Group 1993 - 1995
Equitable Life 1991 - 1995
Equitable Life 1991 - 1995
Skills
LAMP, MySQL, Linux, Bash, Databases, Memcached, Data Warehousing, Pentaho, Scalability, Web Development, Apache, Web Applications, Mobile Applications, Scrum, XML, Open Source, PHP
Education
Seton Hall University 1987 — 2001
BA, dual -- Computer Science/Classical Studies
Saint Peter's Preperatory, Jersey City
Online Buddies, Inc. January 2010 - Present
Online Buddies, Inc. January 2008 - January 2010
Tele-Publishing, Inc. 2002 - January 2008
Tele-Publishing Inc. 1998 - 2002
Saratoga Beverage Group 1993 - 1995
Equitable Life 1991 - 1995
Equitable Life 1991 - 1995
Skills
LAMP, MySQL, Linux, Bash, Databases, Memcached, Data Warehousing, Pentaho, Scalability, Web Development, Apache, Web Applications, Mobile Applications, Scrum, XML, Open Source, PHP
Education
Seton Hall University 1987 — 2001
BA, dual -- Computer Science/Classical Studies
Saint Peter's Preperatory, Jersey City
Louis Pantoliano Louis Pantoliano's Equitable Life Experience January 1990 - January 1995
Job Chief Operating Officer at United Way of Hudson County
Industry Information Technology and Services
Experience
United Way of Hudson County January 2012 - Present
United Way Of Hudson County June 2010 - July 2012
Affiliated Computer Services, Inc July 2007 - December 2010
Mellon Bank 1998 - 2010
Kwasha Lipton 1995 - 2010
KWASHA LIPTON / PRICEWATERHOUSECOOPERS / MELLON FINANCIAL CORPORATIONS January 1995 - July 2007
Equitable Life January 1990 - January 1995
Equitable Life January 1990 - January 1995
Equitiable LIfe 1986 - 1995
Skills
Leadership
Education
Saint Peter's University 1980 — 1986
Bachelor of Science, Computer Science
Hoboken High School 1976 — 1980
United Way of Hudson County January 2012 - Present
United Way Of Hudson County June 2010 - July 2012
Affiliated Computer Services, Inc July 2007 - December 2010
Mellon Bank 1998 - 2010
Kwasha Lipton 1995 - 2010
KWASHA LIPTON / PRICEWATERHOUSECOOPERS / MELLON FINANCIAL CORPORATIONS January 1995 - July 2007
Equitable Life January 1990 - January 1995
Equitable Life January 1990 - January 1995
Equitiable LIfe 1986 - 1995
Skills
Leadership
Education
Saint Peter's University 1980 — 1986
Bachelor of Science, Computer Science
Hoboken High School 1976 — 1980
Ray Samuel's Equitable Life Experience August 1985 - September 1987
Job Producer at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC October 1987 - Present
Equitable Life August 1985 - September 1987
Security- CT Life June 1983 - July 1985
Woodsmall Agency March 1981 - May 1983
Equitable Life May 1976 - March 1981
Skills
Insurance, Account Management, Employee Benefits, Team Leadership, Disability Insurance, CRM, Healthcare, Professional Liability, Health Insurance, Sales, Workers Compensation, Commercial Insurance, Claim, Health Care Reform, Claims Management, Brokers, Legal Liability, General Insurance, Life Insurance, Liability, Executive Pay, Underwriting
Education
University of Kansas 1971 — 1975
B.A., College of Liberal Arts
Lockton Companies, LLC October 1987 - Present
Equitable Life August 1985 - September 1987
Security- CT Life June 1983 - July 1985
Woodsmall Agency March 1981 - May 1983
Equitable Life May 1976 - March 1981
Skills
Insurance, Account Management, Employee Benefits, Team Leadership, Disability Insurance, CRM, Healthcare, Professional Liability, Health Insurance, Sales, Workers Compensation, Commercial Insurance, Claim, Health Care Reform, Claims Management, Brokers, Legal Liability, General Insurance, Life Insurance, Liability, Executive Pay, Underwriting
Education
University of Kansas 1971 — 1975
B.A., College of Liberal Arts
Chip O'Neill Chip O'Neill's Equitable Life Experience 1984 - 1987
Job Broker Associate, Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage August 1999 - Present
Sacramento Association of Realtors January 2014 - Present
Siemens Communications 1997 - 1999
Norstan Communications 1987 - 1997
Equitable Life 1984 - 1987
Education
Ohio Wesleyan University 1974 — 1978
Westchester High School Houston, TX 1970 — 1974
Coldwell Banker Residential Brokerage August 1999 - Present
Sacramento Association of Realtors January 2014 - Present
Siemens Communications 1997 - 1999
Norstan Communications 1987 - 1997
Equitable Life 1984 - 1987
Education
Ohio Wesleyan University 1974 — 1978
Westchester High School Houston, TX 1970 — 1974
Fiona Zhao-Mackey Fiona Zhao-Mackey's Equitable Life Experience April 2014 - May 2015
Job Regional Sales Director at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2015 - Present
Equitable Life April 2014 - May 2015
Oliver's Learning August 2006 - April 2014
Oliver's Learning July 2005 - August 2006
Capital Networks December 2002 - February 2004
Capital Networks July 2000 - June 2002
Skills
Personal Financial..., Life Insurance, Marketing Strategy, Business Development, Project Management, Six Sigma, Public Relations, Presentation Design, Sales Presentations, Training & Development, National Account..., Financial Planning, Retirement Planning, Financial Services, Disability Insurance, Financial Advisory, Management, Mutual Funds, Insurance, Investments, Leadership, Wealth Management
Education
Laurentian University/Université Laurentienne 2004 — 2005
Diploma, Business Administration and Management, General
Peking University 1998 — 2000
Finance Degree, Finance, General
Sun Life Financial June 2015 - Present
Equitable Life April 2014 - May 2015
Oliver's Learning August 2006 - April 2014
Oliver's Learning July 2005 - August 2006
Capital Networks December 2002 - February 2004
Capital Networks July 2000 - June 2002
Skills
Personal Financial..., Life Insurance, Marketing Strategy, Business Development, Project Management, Six Sigma, Public Relations, Presentation Design, Sales Presentations, Training & Development, National Account..., Financial Planning, Retirement Planning, Financial Services, Disability Insurance, Financial Advisory, Management, Mutual Funds, Insurance, Investments, Leadership, Wealth Management
Education
Laurentian University/Université Laurentienne 2004 — 2005
Diploma, Business Administration and Management, General
Peking University 1998 — 2000
Finance Degree, Finance, General
Frank Gittens Frank Gittens's Equitable Life Experience 1983 - 1988
Job CoFounder & Chief Executive Officer Advance Your Institution, LLC.
Industry Management Consulting
Experience
Advance Your Institution, LLC November 2008 - Present
SunTrust Bank November 2007 - November 2008
CIT Group, Inc. 2005 - 2007
Bank of America January 2003 - January 2005
California Higher Education Loan Authority (CHELA) 2002 - 2003
D.H. Blair & Company January 1989 - January 1995
Equitable Life 1983 - 1988
Skills
Marketing, Sales, Salesforce.com, Strategic Planning, Sales Management, Underwriting, Public Speaking, Change Management, Relationship Management, Leadership, Internal Communications, Strategy, Account Management, Analytics, Budgets, B2B, Business Development, Business Planning, Business Strategy, CRM, Coaching, Direct Marketing, E-commerce, Entrepreneurship, Executive Management, Fundraising, Investments, Lead Generation, Leadership Development, Management, Market Research, Marketing Communications, Marketing Strategy, Negotiation, Networking, New Business Development, Online Advertising, Online Marketing, Project Management, Public Relations, Recruiting, Risk Management, Sales Operations, Selling, Social Media, Social Media Marketing, Social Networking, Start-ups, Strategic Partnerships, Training
Education
University of Pittsburgh at Bradford 1980 — 1983
Bachelor of Arts (B.A.), Public Relations
University of Pittsburgh at Bradford
Public Relations
Advance Your Institution, LLC November 2008 - Present
SunTrust Bank November 2007 - November 2008
CIT Group, Inc. 2005 - 2007
Bank of America January 2003 - January 2005
California Higher Education Loan Authority (CHELA) 2002 - 2003
D.H. Blair & Company January 1989 - January 1995
Equitable Life 1983 - 1988
Skills
Marketing, Sales, Salesforce.com, Strategic Planning, Sales Management, Underwriting, Public Speaking, Change Management, Relationship Management, Leadership, Internal Communications, Strategy, Account Management, Analytics, Budgets, B2B, Business Development, Business Planning, Business Strategy, CRM, Coaching, Direct Marketing, E-commerce, Entrepreneurship, Executive Management, Fundraising, Investments, Lead Generation, Leadership Development, Management, Market Research, Marketing Communications, Marketing Strategy, Negotiation, Networking, New Business Development, Online Advertising, Online Marketing, Project Management, Public Relations, Recruiting, Risk Management, Sales Operations, Selling, Social Media, Social Media Marketing, Social Networking, Start-ups, Strategic Partnerships, Training
Education
University of Pittsburgh at Bradford 1980 — 1983
Bachelor of Arts (B.A.), Public Relations
University of Pittsburgh at Bradford
Public Relations
E. Mark Lewis's Equitable Life Experience February 1988 - 1993
Job Providing financial services & risk management to individuals and businesses via insurance and financial products
Industry Financial Services
Experience
NYLIFE Securities LLC July 1995 - Present
New York Life Insurance Company July 1993 - Present
EQUITABLE LIFE February 1988 - 1993
Jewish Home & Hospital January 1985 - January 1988
Skills
Investments, Insurance, Retirement, Estate Planning, Small Business, Retirement Planning, Life Insurance, IRAs, Financial Advisory, Financial Services, Long Term Care Insurance, Fixed Annuities, Finance, Mutual Funds, Strategic Financial..., Disability Insurance, Wealth Management, Long-term Care, Term Life Insurance, Financial Planners, Series 6, Wealth Accumulation, Whole Life, 401k Rollovers, College Savings Plans, Series 63, 401k, Asset Allocation, Universal Life, Employee Benefits, Health Insurance, Investment Advisory, Asset Management, Portfolio Management, Underwriting, Management, Analysis, Risk Management, Financial Analysis, Business, FINRA, Roth IRA, Key Person Insurance, Marketing, Guaranteed Lifetime..., Variable Annuities, 529 Plans, Permanent Life Insurance, Variable Life, Key Person Protection
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1992
BA
NYLIFE Securities LLC July 1995 - Present
New York Life Insurance Company July 1993 - Present
EQUITABLE LIFE February 1988 - 1993
Jewish Home & Hospital January 1985 - January 1988
Skills
Investments, Insurance, Retirement, Estate Planning, Small Business, Retirement Planning, Life Insurance, IRAs, Financial Advisory, Financial Services, Long Term Care Insurance, Fixed Annuities, Finance, Mutual Funds, Strategic Financial..., Disability Insurance, Wealth Management, Long-term Care, Term Life Insurance, Financial Planners, Series 6, Wealth Accumulation, Whole Life, 401k Rollovers, College Savings Plans, Series 63, 401k, Asset Allocation, Universal Life, Employee Benefits, Health Insurance, Investment Advisory, Asset Management, Portfolio Management, Underwriting, Management, Analysis, Risk Management, Financial Analysis, Business, FINRA, Roth IRA, Key Person Insurance, Marketing, Guaranteed Lifetime..., Variable Annuities, 529 Plans, Permanent Life Insurance, Variable Life, Key Person Protection
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1992
BA
Daniel Dessureault Daniel Dessureault's Equitable Life Experience 2008 - 2012
Job Bilingual Business Development Executive / driving results through client loyalty and employee engagement
Industry Insurance
Experience
Empire Life 2012 - Present
Equitable Life 2008 - 2012
AIG Life of Canada 2006 - 2008
Equinox Financial Services (a divison of Manulife) 2004 - 2006
Maritime Life 1986 - 2004
Skills
Insurance, Leadership, Life Insurance, Sales Management, Business Planning, New Business Development, Management, Investments, Disability Insurance, Financial Services, Retirement Planning, Team Leadership, Employee Benefits, Financial Planning, Training, Strategic Planning, Sales, Financial Advisory, Team Building, Sales Operations, Critical Illness, Retirement, Health Insurance, Key Account Management, Marketing, Customer Satisfaction, Customer Service, Marketing Strategy, Strategic Financial..., Risk Management, Bilingual, Business Development, Financial Analysis, Fixed Annuities, Term Life Insurance, Customer Relations, Business Management, Distribution, Mutual Funds, Coaching, Account Management, Relationship Management, Business Strategy, Pricing, Strategy, Portfolio Management, Process Improvement, Management Consulting, Underwriting, Negotiation
Education
Université Laval / Laval University
B.Sc, Actuarial Sciences
Empire Life 2012 - Present
Equitable Life 2008 - 2012
AIG Life of Canada 2006 - 2008
Equinox Financial Services (a divison of Manulife) 2004 - 2006
Maritime Life 1986 - 2004
Skills
Insurance, Leadership, Life Insurance, Sales Management, Business Planning, New Business Development, Management, Investments, Disability Insurance, Financial Services, Retirement Planning, Team Leadership, Employee Benefits, Financial Planning, Training, Strategic Planning, Sales, Financial Advisory, Team Building, Sales Operations, Critical Illness, Retirement, Health Insurance, Key Account Management, Marketing, Customer Satisfaction, Customer Service, Marketing Strategy, Strategic Financial..., Risk Management, Bilingual, Business Development, Financial Analysis, Fixed Annuities, Term Life Insurance, Customer Relations, Business Management, Distribution, Mutual Funds, Coaching, Account Management, Relationship Management, Business Strategy, Pricing, Strategy, Portfolio Management, Process Improvement, Management Consulting, Underwriting, Negotiation
Education
Université Laval / Laval University
B.Sc, Actuarial Sciences
Debra Schreiber CLU Debra Schreiber CLU's Equitable Life Experience December 2010 - Present
Job Equitable Life of Canada
Industry Financial Services
Experience
Equitable Life December 2010 - Present
Advocis Peel Halton November 2012 - Present
Burlington Downtown Business Association 2004 - 2013
Advocis August 2006 - December 2010
Investors Group July 2003 - August 2006
Stone Funds 1998 - 2000
Compugen Systems 1996 - 1999
Junior Board of Trade 1987 - 1997
Guardian Group of Funds 1992 - 1995
Skills
Retirement Planning, Critical Illness, Written & Oral..., Sales Presentations, life and health..., Strategic Financial..., Volunteer Management, Board of Director..., New Business Development, Board of Directors, Retirement, Mutual Funds, Business Development, Wealth, Asset Management, Financial Planners, Marketing, Financial Advisory, Fixed Annuities, Mortgage Lending, Wealth Accumulation, Employee Benefits, Financial Planning, Corporate Communications, Disability Insurance, Insurance, Estate Planning, Investments, Portfolio Management, Whole Life, Wealth Management, Life Insurance, Investment Advisory, Wealth Management..., Long Term Care Insurance, Term Life Insurance, Income Protection, Health Insurance, Personal Finance, Retirement Savings, Pensions, Financial Services, Long-term Care, Savings, Risk Management, Investment Strategies
Education
Advocis 2014 — 2014
CLU, Financial and Estate Planning
Trent University 1975 — 1978
BA, Pschology
Equitable Life December 2010 - Present
Advocis Peel Halton November 2012 - Present
Burlington Downtown Business Association 2004 - 2013
Advocis August 2006 - December 2010
Investors Group July 2003 - August 2006
Stone Funds 1998 - 2000
Compugen Systems 1996 - 1999
Junior Board of Trade 1987 - 1997
Guardian Group of Funds 1992 - 1995
Skills
Retirement Planning, Critical Illness, Written & Oral..., Sales Presentations, life and health..., Strategic Financial..., Volunteer Management, Board of Director..., New Business Development, Board of Directors, Retirement, Mutual Funds, Business Development, Wealth, Asset Management, Financial Planners, Marketing, Financial Advisory, Fixed Annuities, Mortgage Lending, Wealth Accumulation, Employee Benefits, Financial Planning, Corporate Communications, Disability Insurance, Insurance, Estate Planning, Investments, Portfolio Management, Whole Life, Wealth Management, Life Insurance, Investment Advisory, Wealth Management..., Long Term Care Insurance, Term Life Insurance, Income Protection, Health Insurance, Personal Finance, Retirement Savings, Pensions, Financial Services, Long-term Care, Savings, Risk Management, Investment Strategies
Education
Advocis 2014 — 2014
CLU, Financial and Estate Planning
Trent University 1975 — 1978
BA, Pschology
Raphael J. Constantino Raphael J. Constantino's Equitable Life Experience 1981 - 1987
Job Adjunct Professor of Economics at Boston University
Industry Investment Management
Experience
Boston University January 2013 - Present
Northeastern University September 2010 - Present
Bentley University September 2006 - Present
Boston University School of Management September 2010 - December 2012
F.W. Olin School of Business Babson College September 2006 - September 2010
State Street Global Advisors 1996 - 2003
Abu Dhabi Investment Authority 1993 - 1996
Chase Manhattan Corporation 1988 - 1993
Equitable Life 1981 - 1987
Citibank 1976 - 1980
Skills
Quantitative Finance, Investments, University Teaching, Strategic Planning, Client Relations Skills, Presentations, Economics, Finance, Management, Quantitative Analytics, Marketing Strategy, Econometrics, Financial Modeling, Time Series Analysis, Portfolio Management, Financial Analysis, Equities, Asset Management, Financial Services
Education
Bishop Ford high School
Wagner College
B.S. Economics and Business Administration, Economics
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Arts (M.A.), Economics
Boston University January 2013 - Present
Northeastern University September 2010 - Present
Bentley University September 2006 - Present
Boston University School of Management September 2010 - December 2012
F.W. Olin School of Business Babson College September 2006 - September 2010
State Street Global Advisors 1996 - 2003
Abu Dhabi Investment Authority 1993 - 1996
Chase Manhattan Corporation 1988 - 1993
Equitable Life 1981 - 1987
Citibank 1976 - 1980
Skills
Quantitative Finance, Investments, University Teaching, Strategic Planning, Client Relations Skills, Presentations, Economics, Finance, Management, Quantitative Analytics, Marketing Strategy, Econometrics, Financial Modeling, Time Series Analysis, Portfolio Management, Financial Analysis, Equities, Asset Management, Financial Services
Education
Bishop Ford high School
Wagner College
B.S. Economics and Business Administration, Economics
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Arts (M.A.), Economics
Racquel Velante Racquel Velante's Equitable Life Experience August 2011 - Present
Job Regional Service Representative at Equitable Life
Industry Insurance
Experience
Equitable Life August 2011 - Present
Dundee Insurance Agency Ltd/Dundee Wealth Mgmt. 2004 - 2011
Independent Financial Concepts Group 1999 - 2004
National Bank of Canada 1991 - 1999
Skills
Disability Insurance, Wealth Management, Employee Benefits, Financial Services, Term Life Insurance, Life Insurance, Mutual Funds, Strategic Financial..., Health Insurance, Fixed Annuities, Insurance, Long-term Care, Securities, Investments
Education
Seneca College of Applied Arts and Technology 1990 — 1994
Marketing
Norte dame
Notre dame hs
Notre dame hs
Notre dame hs
Notre dame hs
Equitable Life August 2011 - Present
Dundee Insurance Agency Ltd/Dundee Wealth Mgmt. 2004 - 2011
Independent Financial Concepts Group 1999 - 2004
National Bank of Canada 1991 - 1999
Skills
Disability Insurance, Wealth Management, Employee Benefits, Financial Services, Term Life Insurance, Life Insurance, Mutual Funds, Strategic Financial..., Health Insurance, Fixed Annuities, Insurance, Long-term Care, Securities, Investments
Education
Seneca College of Applied Arts and Technology 1990 — 1994
Marketing
Norte dame
Notre dame hs
Notre dame hs
Notre dame hs
Notre dame hs
AnnMarie Rogers AnnMarie Rogers's Equitable Life Experience 1988 - 1993
Job F&A Systems Supervisor at UPS
Industry Telecommunications
Experience
UPS March 2014 - Present
Gloria Dei Lutheran Church August 2012 - Present
CMB Technical Consultants October 2011 - December 2013
Visual Retail Plus January 2013 - April 2013
US Cable Corporation December 2001 - October 2011
CWN Web Technologies February 1999 - October 2001
Della Femina Rothschild Jeary & Partners April 1998 - February 1999
YAR Communications September 1991 - April 1998
YAR Communications - Planet Leap 1992 - 1998
Equitable Life 1988 - 1993
Skills
Telecommunications, DOCSIS, TCP/IP, VoIP, SQL, Network Security, Unix, Software Implementation, Team Leadership, Linux, Sage, Crystal Reports, Java, Cisco Technologies, Project Management, Microsoft Dynamics, System Administration, ERP, Financial Reporting, Accounting, Arduino, Mas500, FRx Report Writer, Analysis, Troubleshooting, Management, Budgets, Windows Server, Network Administration, Data Center, Integration, Process Improvement, Microsoft Office
Education
Montclair State University 2005 — 2013
Bachelors, Computer Science
Academy of Mount Saint Ursula
UPS March 2014 - Present
Gloria Dei Lutheran Church August 2012 - Present
CMB Technical Consultants October 2011 - December 2013
Visual Retail Plus January 2013 - April 2013
US Cable Corporation December 2001 - October 2011
CWN Web Technologies February 1999 - October 2001
Della Femina Rothschild Jeary & Partners April 1998 - February 1999
YAR Communications September 1991 - April 1998
YAR Communications - Planet Leap 1992 - 1998
Equitable Life 1988 - 1993
Skills
Telecommunications, DOCSIS, TCP/IP, VoIP, SQL, Network Security, Unix, Software Implementation, Team Leadership, Linux, Sage, Crystal Reports, Java, Cisco Technologies, Project Management, Microsoft Dynamics, System Administration, ERP, Financial Reporting, Accounting, Arduino, Mas500, FRx Report Writer, Analysis, Troubleshooting, Management, Budgets, Windows Server, Network Administration, Data Center, Integration, Process Improvement, Microsoft Office
Education
Montclair State University 2005 — 2013
Bachelors, Computer Science
Academy of Mount Saint Ursula
Blaine Barham Blaine Barham's Equitable Life Experience 1979 - 1980
Job Associate Actuary at Union Labor Life
Industry Insurance
Experience
Union Labor Life December 1980 - Present
Ullico, Inc. 1980 - Present
Equitable Life 1979 - 1980
Mutual of America May 1978 - November 1979
Skills
Health Insurance, Insurance, Employee Benefits, Life Insurance, Risk Management, Fixed Annuities, Financial Analysis, Investments, Management, Property & Casualty..., ERISA, Disability Insurance, Underwriting, Program Management, Reinsurance, Portfolio Management, Financial Reporting, Financial Modeling, Access, Strategic Financial..., Analysis, Valuation, Actuarial Science
Education
State University of New York College at Brockport 1973 — 1977
•BS, •Mathematics, Business Administration, and minor in Economics
Nassau Community College 1975 — 1976
Economics Courses Summer Semester
Floral Park Memorial High School
Floral Park Memorial High School
Union Labor Life December 1980 - Present
Ullico, Inc. 1980 - Present
Equitable Life 1979 - 1980
Mutual of America May 1978 - November 1979
Skills
Health Insurance, Insurance, Employee Benefits, Life Insurance, Risk Management, Fixed Annuities, Financial Analysis, Investments, Management, Property & Casualty..., ERISA, Disability Insurance, Underwriting, Program Management, Reinsurance, Portfolio Management, Financial Reporting, Financial Modeling, Access, Strategic Financial..., Analysis, Valuation, Actuarial Science
Education
State University of New York College at Brockport 1973 — 1977
•BS, •Mathematics, Business Administration, and minor in Economics
Nassau Community College 1975 — 1976
Economics Courses Summer Semester
Floral Park Memorial High School
Floral Park Memorial High School
Anthony Smyth Anthony Smyth's Equitable Life Experience July 1988 - April 1989
Job Senior V.P. at Smyth Media Group
Industry Marketing and Advertising
Experience
Smyth Media Group October 2005 - Present
Primedia Inc. July 2001 - September 2005
EMAP PLC July 1999 - July 2001
GANNETT / USA WEEKEND July 1989 - July 1999
Equitable Life July 1988 - April 1989
Pershing June 1986 - June 1988
Skills
New Business Development, Sales Management, Sales, Publisher Representative, Direct Response..., Marketing Strategy, Direct Response, Digital Strategy, Interactive Marketing, B2B, Digital Marketing, Direct Marketing, Account Management, Email Marketing, Lead Generation, SEO, Training, Market Research, Investments, Marketing Management, Marketing, Integrated Marketing, CRM, Online Advertising, Strategic Partnerships, Business Development, Insurance, E-commerce, Competitive Analysis, Customer Acquisition, Brand Development, Advertising, Social Media Marketing, Digital Media, Salesforce.com, Advertising Sales, Mobile Marketing, Multi-channel Marketing, Database Marketing, SEM, Media Planning
Education
Iona College 1982 — 1986
Bachelor of Business Administration (BBA), Finance
Smyth Media Group October 2005 - Present
Primedia Inc. July 2001 - September 2005
EMAP PLC July 1999 - July 2001
GANNETT / USA WEEKEND July 1989 - July 1999
Equitable Life July 1988 - April 1989
Pershing June 1986 - June 1988
Skills
New Business Development, Sales Management, Sales, Publisher Representative, Direct Response..., Marketing Strategy, Direct Response, Digital Strategy, Interactive Marketing, B2B, Digital Marketing, Direct Marketing, Account Management, Email Marketing, Lead Generation, SEO, Training, Market Research, Investments, Marketing Management, Marketing, Integrated Marketing, CRM, Online Advertising, Strategic Partnerships, Business Development, Insurance, E-commerce, Competitive Analysis, Customer Acquisition, Brand Development, Advertising, Social Media Marketing, Digital Media, Salesforce.com, Advertising Sales, Mobile Marketing, Multi-channel Marketing, Database Marketing, SEM, Media Planning
Education
Iona College 1982 — 1986
Bachelor of Business Administration (BBA), Finance
Bruce D. Benton, RHU Bruce D. Benton, RHU's Equitable Life Experience July 1981 - June 1982
Job Owner, Genesis Financial & Insurance Services
Industry Insurance
Experience
Genesis Financial & Insurance Services November 1998 - Present
Allen Lawrence & Associates December 2003 - April 2006
BenefitMall July 1982 - October 1998
Equitable Life July 1981 - June 1982
Skills
Employee Benefits, Health Savings Accounts, Health Insurance, Disability Insurance, Workers Compensation, Term Life Insurance, Long-term Care, Brokers, Property & Casualty..., Dentistry, Insurance, Medicare, Commercial Insurance, Life Insurance, Fixed Annuities, Whole Life, Casualty, Accident, Underwriting, COBRA, 401k, Umbrella Insurance, Professional Liability, Managed Care, Claim, Long Term Care Insurance, Leadership, Small Business, General Insurance, Critical Illness, Universal Life, Estate Planning, Benefits Administration, Legal Liability, Retirement, Retirement Planning, ERISA, Insurance Brokerage, Health Care Reform, Risk Management, Liability, D&O, IRAs, Agents, Renters, Motorcycle, Financial Planners, Homeowners, Commercial Lines, Roth IRA
Education
Los Angeles Pierce College 1976 — 1978
Music
Genesis Financial & Insurance Services November 1998 - Present
Allen Lawrence & Associates December 2003 - April 2006
BenefitMall July 1982 - October 1998
Equitable Life July 1981 - June 1982
Skills
Employee Benefits, Health Savings Accounts, Health Insurance, Disability Insurance, Workers Compensation, Term Life Insurance, Long-term Care, Brokers, Property & Casualty..., Dentistry, Insurance, Medicare, Commercial Insurance, Life Insurance, Fixed Annuities, Whole Life, Casualty, Accident, Underwriting, COBRA, 401k, Umbrella Insurance, Professional Liability, Managed Care, Claim, Long Term Care Insurance, Leadership, Small Business, General Insurance, Critical Illness, Universal Life, Estate Planning, Benefits Administration, Legal Liability, Retirement, Retirement Planning, ERISA, Insurance Brokerage, Health Care Reform, Risk Management, Liability, D&O, IRAs, Agents, Renters, Motorcycle, Financial Planners, Homeowners, Commercial Lines, Roth IRA
Education
Los Angeles Pierce College 1976 — 1978
Music
Keith Mayer Keith Mayer's Equitable Life Experience 1988 - 1991
Job Principal Technical Evangelist at Microsoft ★ 4,100+ Connections ★ KeithMayer.com
Industry Information Technology and Services
Experience
Microsoft August 2015 - Present
Microsoft April 2012 - Present
Microsoft January 2008 - April 2012
BrightPlanIT, Inc. January 2006 - August 2008
BrightPlanIT, Inc. January 2005 - August 2008
Hodgson Russ LLP 2003 - 2005
Consulting Practices, Inc. 2001 - 2003
IKON Office Solutions 1995 - 2001
Ingram Micro 1991 - 1995
Equitable Life 1988 - 1991
Skills
SharePoint, Virtualization, Business Intelligence, Private Cloud, Data Center Architecture, Microsoft Exchange, Active Directory, Big Data, Organizational Learning, Distance Learning, System Center, SQL Server, Cisco, VMware, Lotus Notes, Citrix, Technical Training, Microsoft, Linux, Unix, Network Security, Java, .NET, Search, Content Management, Document Management, Technical Writing, Hyper-V, Windows 8, Windows 7, Disaster Recovery, High Availability, HTML + CSS, Storage Area Networks, Social Computing, Microsoft SQL Server, Platform Evangelism, Social Media, Data Center, Windows Server, ITIL, Cloud Computing, Cisco Technologies, Network Administration, Enterprise Software, Microsoft Technologies, Security, Architecture, Networking, Troubleshooting
Education
State University of New York at Buffalo
Computer Science
Microsoft August 2015 - Present
Microsoft April 2012 - Present
Microsoft January 2008 - April 2012
BrightPlanIT, Inc. January 2006 - August 2008
BrightPlanIT, Inc. January 2005 - August 2008
Hodgson Russ LLP 2003 - 2005
Consulting Practices, Inc. 2001 - 2003
IKON Office Solutions 1995 - 2001
Ingram Micro 1991 - 1995
Equitable Life 1988 - 1991
Skills
SharePoint, Virtualization, Business Intelligence, Private Cloud, Data Center Architecture, Microsoft Exchange, Active Directory, Big Data, Organizational Learning, Distance Learning, System Center, SQL Server, Cisco, VMware, Lotus Notes, Citrix, Technical Training, Microsoft, Linux, Unix, Network Security, Java, .NET, Search, Content Management, Document Management, Technical Writing, Hyper-V, Windows 8, Windows 7, Disaster Recovery, High Availability, HTML + CSS, Storage Area Networks, Social Computing, Microsoft SQL Server, Platform Evangelism, Social Media, Data Center, Windows Server, ITIL, Cloud Computing, Cisco Technologies, Network Administration, Enterprise Software, Microsoft Technologies, Security, Architecture, Networking, Troubleshooting
Education
State University of New York at Buffalo
Computer Science
Jay J. Festa Jay J. Festa's Equitable Life Experience February 1978 - September 1988
Job Certified Insurance Consultant
Industry Insurance
Experience
USI Insurance Services September 2010 - Present
CPM Group Insurance Services, Inc. September 1988 - Present
New England Consulting August 1984 - September 1988
Equitable Life February 1978 - September 1988
Skills
Employee Benefits, Insurance Planning, Health Insurance, Long Term Care, Brokers, Professional Liability, Disability Insurance, Group Benefits, Chartered Life..., Certified Insurance..., Health Savings Accounts, Long-term Care, Medicare, Workers Compensation, Life Insurance, Insurance, CLU
Education
The University of Connecticut 1972 — 1976
Bachelor of Science, Accounting
Cheshire High School 1968 — 1972
USI Insurance Services September 2010 - Present
CPM Group Insurance Services, Inc. September 1988 - Present
New England Consulting August 1984 - September 1988
Equitable Life February 1978 - September 1988
Skills
Employee Benefits, Insurance Planning, Health Insurance, Long Term Care, Brokers, Professional Liability, Disability Insurance, Group Benefits, Chartered Life..., Certified Insurance..., Health Savings Accounts, Long-term Care, Medicare, Workers Compensation, Life Insurance, Insurance, CLU
Education
The University of Connecticut 1972 — 1976
Bachelor of Science, Accounting
Cheshire High School 1968 — 1972
Bhaskar Kodati's Equitable Life Experience January 2000 - February 2001
Job Oracle Consultant at Bank of America
Industry Computer Software
Experience
Bank of America February 2014 - Present
Barclays Capital/EEI October 2009 - December 2013
Enterprise Engineering, Inc. December 2007 - September 2009
Dow Jones April 2007 - November 2007
Prudential Insurance March 2006 - March 2007
Stryker Orthopaedics June 2004 - February 2006
UBS Global Asset Management March 2001 - May 2004
Equitable Life January 2000 - February 2001
Johnson & Johnson January 1994 - December 1999
Skills
Performance Tuning, Unix Shell Scripting, PL/SQL, Oracle SQL, XML, XSLT, Disaster Recovery, Oracle RAC, Exadata, Data Guard, Data Warehousing, Solaris, SQL Tuning, Oracle, Unix, SQL, Databases, High Availability, Data Modeling, Replication, Database Design, ETL, Oracle SQL Developer, Shell Scripting, Testing
Education
New Jersey Institute of Technology 1991 — 1993
MS, Computer Science
Osmania University 1984 — 1988
BS, Chemical Engineering
Bank of America February 2014 - Present
Barclays Capital/EEI October 2009 - December 2013
Enterprise Engineering, Inc. December 2007 - September 2009
Dow Jones April 2007 - November 2007
Prudential Insurance March 2006 - March 2007
Stryker Orthopaedics June 2004 - February 2006
UBS Global Asset Management March 2001 - May 2004
Equitable Life January 2000 - February 2001
Johnson & Johnson January 1994 - December 1999
Skills
Performance Tuning, Unix Shell Scripting, PL/SQL, Oracle SQL, XML, XSLT, Disaster Recovery, Oracle RAC, Exadata, Data Guard, Data Warehousing, Solaris, SQL Tuning, Oracle, Unix, SQL, Databases, High Availability, Data Modeling, Replication, Database Design, ETL, Oracle SQL Developer, Shell Scripting, Testing
Education
New Jersey Institute of Technology 1991 — 1993
MS, Computer Science
Osmania University 1984 — 1988
BS, Chemical Engineering
John Laurino's Equitable Life Experience August 1970 - May 1975
Job Managing Director, Westport Consulting Group, Inc..
Industry Financial Services
Experience
Westport Consulting Group, Inc. 1988 - Present
Proposal Software, Inc. January 2005 - March 2015
Enterprise Incentive Software 2000 - March 2015
Bowery Savings Bank July 1987 - February 1988
Colonial Penn Group March 1984 - June 1987
RIHT Financial April 1982 - March 1984
Citibank/Citicorp June 1975 - May 1982
Equitable Life August 1970 - May 1975
Skills
Marketing Strategy, Strategic Planning, Business Development, Project Management, Leadership, Sales, Management, Product Development, Program Management, Banking, B2B, Market Research, RFP, Strategy, Start-ups, CRM, Consulting, New Business Development, Team Leadership, Management Consulting, Financial Services, Marketing, Business Strategy, Change Management, Marketing Communications, Strategic Partnerships
Education
Harvard Business School 1985 — 1985
Strategic Marketing Program
The University of Connecticut School of Business 1972 — 1975
MBA, Finance & Marketing
Franklin & Marshall College 1967 — 1970
Bachelor of Arts (B.A.), Political Science and Government
United States Naval Academy 1967 — 1967
Political Science and Government
Westport Consulting Group, Inc. 1988 - Present
Proposal Software, Inc. January 2005 - March 2015
Enterprise Incentive Software 2000 - March 2015
Bowery Savings Bank July 1987 - February 1988
Colonial Penn Group March 1984 - June 1987
RIHT Financial April 1982 - March 1984
Citibank/Citicorp June 1975 - May 1982
Equitable Life August 1970 - May 1975
Skills
Marketing Strategy, Strategic Planning, Business Development, Project Management, Leadership, Sales, Management, Product Development, Program Management, Banking, B2B, Market Research, RFP, Strategy, Start-ups, CRM, Consulting, New Business Development, Team Leadership, Management Consulting, Financial Services, Marketing, Business Strategy, Change Management, Marketing Communications, Strategic Partnerships
Education
Harvard Business School 1985 — 1985
Strategic Marketing Program
The University of Connecticut School of Business 1972 — 1975
MBA, Finance & Marketing
Franklin & Marshall College 1967 — 1970
Bachelor of Arts (B.A.), Political Science and Government
United States Naval Academy 1967 — 1967
Political Science and Government
Pat Colabella's Equitable Life Experience 1974 - 1979
Job Assoc Prof at St John's University
Industry Education Management
Experience
St John's University September 1987 - Present
Colabella & Company LLP 1974 - Present
Colabella & Company 1974 - 2010
Equitable Life 1974 - 1979
Skills
CPA, Actor/Singer, Race/driver, Higher Education, Public Speaking, Staff Development, Non-profits, Teaching, Curriculum Development, Student Affairs, Tutoring, Grant Writing, Curriculum Design, SPSS, Microsoft Excel, E-Learning, Student Development, Educational Leadership, PowerPoint, Research, Organizational..., Microsoft Word, Leadership Development, Academic Administration, Instructional Design, Qualitative Research, Distance Learning, Faculty Development, College Teaching, Community Outreach, Career Counseling, Educational Technology, Editing, Program Development, Program Evaluation, Fundraising, Adult Education, Nonprofits, Career Development, Classroom, University Teaching
Education
Saint John's University 2003 — 2008
Ed.D, Education
Pace University - Lubin School of Business 1975 — 1980
MBA, Taxation
St. John's University, The Peter J. Tobin College of Business 1967 — 1971
Ed.D, Education
St John's University September 1987 - Present
Colabella & Company LLP 1974 - Present
Colabella & Company 1974 - 2010
Equitable Life 1974 - 1979
Skills
CPA, Actor/Singer, Race/driver, Higher Education, Public Speaking, Staff Development, Non-profits, Teaching, Curriculum Development, Student Affairs, Tutoring, Grant Writing, Curriculum Design, SPSS, Microsoft Excel, E-Learning, Student Development, Educational Leadership, PowerPoint, Research, Organizational..., Microsoft Word, Leadership Development, Academic Administration, Instructional Design, Qualitative Research, Distance Learning, Faculty Development, College Teaching, Community Outreach, Career Counseling, Educational Technology, Editing, Program Development, Program Evaluation, Fundraising, Adult Education, Nonprofits, Career Development, Classroom, University Teaching
Education
Saint John's University 2003 — 2008
Ed.D, Education
Pace University - Lubin School of Business 1975 — 1980
MBA, Taxation
St. John's University, The Peter J. Tobin College of Business 1967 — 1971
Ed.D, Education
Bob Zwarych's Equitable Life Experience 2013 - 2014
Job Director Technology Operations at Autodata Solutions
Industry Information Technology and Services
Experience
Autodata Solutions July 2015 - Present
LCBO November 2014 - July 2015
Equitable Life 2013 - 2014
Express Scripts Canada 2008 - 2012
ADP 2007 - 2008
ADP 2003 - 2007
Descartes Systems Group 2002 - 2003
Descartes Systems Group 2001 - 2002
Levi Strauss & Co. Canada 1989 - 2001
Skills
Integration, IT Management, Disaster Recovery, IT Strategy, Vendor Management, Process Improvement, SDLC, ITIL, IT Service Management, Business Intelligence, Data Center, IT Operations, Business Process, Information Technology, PMP, Risk Management, Information Security..., Software Project..., Outsourcing, Security, SharePoint, Business Continuity, Cross-functional Team..., CRM, Software Documentation, Strategy, Management, Leadership, Project Management, Quality Assurance, Databases, Service Delivery, Telecommunications, Networking, Project Planning, Analysis, PMO, Project Portfolio..., Governance, Enterprise Architecture, Infrastructure, Consulting, Visio, Requirements Analysis, Business Process..., Cloud Computing, Team Building
Education
Ryerson University 1984 — 1987
Autodata Solutions July 2015 - Present
LCBO November 2014 - July 2015
Equitable Life 2013 - 2014
Express Scripts Canada 2008 - 2012
ADP 2007 - 2008
ADP 2003 - 2007
Descartes Systems Group 2002 - 2003
Descartes Systems Group 2001 - 2002
Levi Strauss & Co. Canada 1989 - 2001
Skills
Integration, IT Management, Disaster Recovery, IT Strategy, Vendor Management, Process Improvement, SDLC, ITIL, IT Service Management, Business Intelligence, Data Center, IT Operations, Business Process, Information Technology, PMP, Risk Management, Information Security..., Software Project..., Outsourcing, Security, SharePoint, Business Continuity, Cross-functional Team..., CRM, Software Documentation, Strategy, Management, Leadership, Project Management, Quality Assurance, Databases, Service Delivery, Telecommunications, Networking, Project Planning, Analysis, PMO, Project Portfolio..., Governance, Enterprise Architecture, Infrastructure, Consulting, Visio, Requirements Analysis, Business Process..., Cloud Computing, Team Building
Education
Ryerson University 1984 — 1987
Bill Ryan, PMP's Equitable Life Experience January 1983 - July 1983
Job Vice President at Citigroup
Industry Financial Services
Experience
Citibank July 2003 - Present
JPMorgan Chase 2000 - 2003
Cyber Songs 1995 - 2003
The Chase Manhattan Bank August 1995 - July 1999
Chemical Bank September 1989 - September 1995
Covidea June 1985 - September 1989
Equitable Life January 1983 - July 1983
National Unlimited Business System July 1979 - January 1983
Skills
Financial Services, Project Management, Business Analysis, Vendor Management, Risk Management, SDLC, Portfolio Management, Banking, PMO, Process Improvement, Program Management, Outsourcing, IT Strategy
Education
State University of New York College at Oneonta 1975 — 1977
Citibank July 2003 - Present
JPMorgan Chase 2000 - 2003
Cyber Songs 1995 - 2003
The Chase Manhattan Bank August 1995 - July 1999
Chemical Bank September 1989 - September 1995
Covidea June 1985 - September 1989
Equitable Life January 1983 - July 1983
National Unlimited Business System July 1979 - January 1983
Skills
Financial Services, Project Management, Business Analysis, Vendor Management, Risk Management, SDLC, Portfolio Management, Banking, PMO, Process Improvement, Program Management, Outsourcing, IT Strategy
Education
State University of New York College at Oneonta 1975 — 1977
Rob Himmelstein's Equitable Life Experience April 1987 - April 1992
Job Actuarial VP at GenRe
Industry Insurance
Experience
GenRe December 1999 - Present
MetLife April 1992 - December 1999
Equitable Life April 1987 - April 1992
TIAA-CREF February 1983 - April 1987
Skills
Insurance, Actuarial, Pricing, Health, Actuarial Science, Health Insurance, Product Development, Strategic Planning, Accounting, Analysis, Team Leadership, Customer Relations, Disability Insurance, Marketing Strategy, Customer Service
Education
State University of New York at Albany 1978 — 1982
Bachelor of Science (BS), Mathematics
GenRe December 1999 - Present
MetLife April 1992 - December 1999
Equitable Life April 1987 - April 1992
TIAA-CREF February 1983 - April 1987
Skills
Insurance, Actuarial, Pricing, Health, Actuarial Science, Health Insurance, Product Development, Strategic Planning, Accounting, Analysis, Team Leadership, Customer Relations, Disability Insurance, Marketing Strategy, Customer Service
Education
State University of New York at Albany 1978 — 1982
Bachelor of Science (BS), Mathematics
Jack Heir's Equitable Life Experience 1975 - 1992
Job Independent Retail Professional
Industry Retail
Experience
Equitable Life 1975 - 1992
Halle & Stieglitz 1971 - 1973
E F Hutton 1968 - 1971
New York Stock Exchange 1966 - 1968
Lybrand Ross Bros Montgomery 1963 - 1966
Education
Saint Peter's University 1960 — 1963
BS Accounting, Accounting
Equitable Life 1975 - 1992
Halle & Stieglitz 1971 - 1973
E F Hutton 1968 - 1971
New York Stock Exchange 1966 - 1968
Lybrand Ross Bros Montgomery 1963 - 1966
Education
Saint Peter's University 1960 — 1963
BS Accounting, Accounting
Len Negley's Equitable Life Experience June 1969 - January 1991
Job Chief, Health and Safety Division at Commonwealth of PA
Industry Government Administration
Experience
Commonwealth of PA January 1995 - Present
Commonwealth of Pennsylvania 1995 - Present
Equitable Life June 1969 - January 1991
Equitable Life June 1969 - January 1991
Equitable Life June 1969 - January 1991
Education
The New School 1982 — 1985
M.A., Human Resources Management
Susquehanna University 1965 — 1969
B.S, Marketing, Management, History
Commonwealth of PA January 1995 - Present
Commonwealth of Pennsylvania 1995 - Present
Equitable Life June 1969 - January 1991
Equitable Life June 1969 - January 1991
Equitable Life June 1969 - January 1991
Education
The New School 1982 — 1985
M.A., Human Resources Management
Susquehanna University 1965 — 1969
B.S, Marketing, Management, History
Ray Carmichael's Equitable Life Experience February 1987 - February 1993
Job Manager, Application Systems Development at Equitable Life Insurance Company of Canada
Industry Insurance
Experience
Equitable Life Insurance Company of Canada April 2008 - Present
Equitable Life Insurance Company of Canada February 2004 - April 2008
Equitable Life Insurance Company of Canada February 1998 - February 2004
Equitable Life Insurance Company of Canada February 1993 - February 1998
Equitable Life February 1987 - February 1993
Skills
Management, Insurance, Software Development, Requirements Gathering, Analysis, Solution Architecture, Business Analysis, Requirements Analysis, Business Process
Education
McMaster University 1982 — 1986
Bachelor of Science (B.Sc.), Mathematics
Equitable Life Insurance Company of Canada April 2008 - Present
Equitable Life Insurance Company of Canada February 2004 - April 2008
Equitable Life Insurance Company of Canada February 1998 - February 2004
Equitable Life Insurance Company of Canada February 1993 - February 1998
Equitable Life February 1987 - February 1993
Skills
Management, Insurance, Software Development, Requirements Gathering, Analysis, Solution Architecture, Business Analysis, Requirements Analysis, Business Process
Education
McMaster University 1982 — 1986
Bachelor of Science (B.Sc.), Mathematics
Geraldine Field's Equitable Life Experience January 1972 - 2001
Job Insurance Broker and owner of the Field Group
Industry Insurance
Experience
Field Motivational Partners January 2015 - Present
The Field Group 1975 - Present
Equitable Life January 1972 - 2001
Skills
Workers Compensation, Sales Management, Change Management, Event Planning, Team Leadership, Microsoft Office, Customer Service, Strategic Planning, Long-term Care, Employee Benefits, Insurance, Health Insurance, Sales, Public Speaking, Small Business, Leadership, New Business Development, Marketing, Retirement Planning, Disability Insurance, Term Life Insurance, Life Insurance, Account Management, Pensions, Team Building, Negotiation, Human Resources, Social Media, Retirement, Brokers, Fixed Annuities, Leadership Development, Coaching
Education
The American College 1987 — 1997
Clu, Insurance
Roosevelt University 1958 — 1961
Bachelor of Arts (BA), Education and Communcations
University of Illinois at Urbana-Champaign 1958 — 1960
Bachelor of Arts (B.A.), Education
Von Steuben Highschool 1956 — 1958
Roosevelt University, Education
Field Motivational Partners January 2015 - Present
The Field Group 1975 - Present
Equitable Life January 1972 - 2001
Skills
Workers Compensation, Sales Management, Change Management, Event Planning, Team Leadership, Microsoft Office, Customer Service, Strategic Planning, Long-term Care, Employee Benefits, Insurance, Health Insurance, Sales, Public Speaking, Small Business, Leadership, New Business Development, Marketing, Retirement Planning, Disability Insurance, Term Life Insurance, Life Insurance, Account Management, Pensions, Team Building, Negotiation, Human Resources, Social Media, Retirement, Brokers, Fixed Annuities, Leadership Development, Coaching
Education
The American College 1987 — 1997
Clu, Insurance
Roosevelt University 1958 — 1961
Bachelor of Arts (BA), Education and Communcations
University of Illinois at Urbana-Champaign 1958 — 1960
Bachelor of Arts (B.A.), Education
Von Steuben Highschool 1956 — 1958
Roosevelt University, Education
Art Nichols's Equitable Life Experience June 1973 - May 1978
Job VP Risk Technology at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 1984 - Present
CBS Records May 1978 - August 1984
Equitable Life June 1973 - May 1978
Skills
Business Analysis, Oracle Applications, SQL, LotusScript, Program Management, Lotus Notes, Project Management, Requirements Analysis, Software Project..., Requirements Gathering, User Acceptance Testing, Financial Services, DB2, Oracle, COBOL, Access
Education
New York University - Leonard N. Stern School of Business 1975 — 1980
MBA, Computer Applications
Rensselaer Polytechnic Institute 1969 — 1973
BS, Management
JPMorgan Chase August 1984 - Present
CBS Records May 1978 - August 1984
Equitable Life June 1973 - May 1978
Skills
Business Analysis, Oracle Applications, SQL, LotusScript, Program Management, Lotus Notes, Project Management, Requirements Analysis, Software Project..., Requirements Gathering, User Acceptance Testing, Financial Services, DB2, Oracle, COBOL, Access
Education
New York University - Leonard N. Stern School of Business 1975 — 1980
MBA, Computer Applications
Rensselaer Polytechnic Institute 1969 — 1973
BS, Management
Vivienne Hylton's Equitable Life Experience March 1986 - March 1990
Job Executive Assistant at Office of Edgar M. Bronfman
Industry Nonprofit Organization Management
Experience
Office of Edgar M. Bronfman August 1995 - Present
Equitable Life March 1986 - March 1990
Skills
Administrative..., Outlook, Office Management, PowerPoint, Office Administration, Event Planning, Event Management, Administration, Editing, Community Outreach
Education
Honor Oak Grammar 1980 — 1985
New York University
Associate's Degree, AAS in Applied Science, summa cum laude
Office of Edgar M. Bronfman August 1995 - Present
Equitable Life March 1986 - March 1990
Skills
Administrative..., Outlook, Office Management, PowerPoint, Office Administration, Event Planning, Event Management, Administration, Editing, Community Outreach
Education
Honor Oak Grammar 1980 — 1985
New York University
Associate's Degree, AAS in Applied Science, summa cum laude
Dorothy Draft's Equitable Life Experience 1977 - 1984
Job Account Manager/Office Manager at Rogers Benefit Group
Industry Insurance
Experience
Rogers Benefit Group October 2001 - Present
Masco Corporation 1984 - 1997
Equitable Life 1977 - 1984
Skills
Health Insurance, Customer Service, Underwriting, Employee Benefits, Health Savings Accounts, Account Management, Disability Insurance, Insurance
Education
Northwood University
Business Management
Rogers Benefit Group October 2001 - Present
Masco Corporation 1984 - 1997
Equitable Life 1977 - 1984
Skills
Health Insurance, Customer Service, Underwriting, Employee Benefits, Health Savings Accounts, Account Management, Disability Insurance, Insurance
Education
Northwood University
Business Management
Guy Champagne's Equitable Life Experience January 2013 - Present
Job STD Specialist at Equitable Life
Industry Financial Services
Experience
Equitable Life January 2013 - Present
PFS January 2000 - Present
Skills
Team Building, Sales Management, Team Leadership, Financial Analysis, Coaching, Teamwork, Account Management, Customer Relations, Customer Service, Problem Solving, Public Speaking, New Business Development, Investments, PowerPoint, Excel, French, Insurance, Leadership Development
Education
University of Guelph 1985 — 1990
BSc. HK, Kinesiology
Champlain Regional College 1982 — 1985
DEC Commerce, Business
Centennial Regional High School 1981 — 1982
Shawinigan High School 1978 — 1981
Equitable Life January 2013 - Present
PFS January 2000 - Present
Skills
Team Building, Sales Management, Team Leadership, Financial Analysis, Coaching, Teamwork, Account Management, Customer Relations, Customer Service, Problem Solving, Public Speaking, New Business Development, Investments, PowerPoint, Excel, French, Insurance, Leadership Development
Education
University of Guelph 1985 — 1990
BSc. HK, Kinesiology
Champlain Regional College 1982 — 1985
DEC Commerce, Business
Centennial Regional High School 1981 — 1982
Shawinigan High School 1978 — 1981
Edmund Mehlig's Equitable Life Experience January 1985 - January 1991
Job Computer Technician/Consultant
Industry Information Technology and Services
Experience
Self-Employed June 2011 - Present
AXA-EQUITABLE FINANCIAL SERVICES January 2001 - June 2011
AXA-Equitable January 1993 - January 2001
AXA-Equitable January 1992 - January 1993
MANPOWER TEMPORARY SERVICES January 1991 - January 1992
Equitable Life January 1985 - January 1991
Equicor Equitable Life January 1970 - January 1991
UNITED STATES MARINE CORPS October 1968 - July 1970
Skills
Process Improvement, Project Management, Troubleshooting, Help Desk Support, Active Directory, Software Documentation, Vendor Management, Networking, Security, Technical Support, Windows, XP, Software Installation, Hardware, Testing, Quality Assurance, Windows Server, PMO, IT Management, Disaster Recovery, Virtualization, Data Center, IT Strategy, Integration, SQL, Printers, SDLC, Project Portfolio..., Enterprise Architecture, Requirements Analysis, ITIL, System Deployment, Databases, Hardware Support, System Administration, Information Technology, Visio, Management, Operating Systems, VMware, PMP, Training, Windows XP, User Acceptance Testing, SharePoint, Resource Management, IT Service Management, Business Analysis, Software Project..., Windows 7
Education
Mercy College
Business Management, program
Self-Employed June 2011 - Present
AXA-EQUITABLE FINANCIAL SERVICES January 2001 - June 2011
AXA-Equitable January 1993 - January 2001
AXA-Equitable January 1992 - January 1993
MANPOWER TEMPORARY SERVICES January 1991 - January 1992
Equitable Life January 1985 - January 1991
Equicor Equitable Life January 1970 - January 1991
UNITED STATES MARINE CORPS October 1968 - July 1970
Skills
Process Improvement, Project Management, Troubleshooting, Help Desk Support, Active Directory, Software Documentation, Vendor Management, Networking, Security, Technical Support, Windows, XP, Software Installation, Hardware, Testing, Quality Assurance, Windows Server, PMO, IT Management, Disaster Recovery, Virtualization, Data Center, IT Strategy, Integration, SQL, Printers, SDLC, Project Portfolio..., Enterprise Architecture, Requirements Analysis, ITIL, System Deployment, Databases, Hardware Support, System Administration, Information Technology, Visio, Management, Operating Systems, VMware, PMP, Training, Windows XP, User Acceptance Testing, SharePoint, Resource Management, IT Service Management, Business Analysis, Software Project..., Windows 7
Education
Mercy College
Business Management, program
Michelle Marquart's Equitable Life Experience 1986 - 1992
Job Purchasing Agent at Bob's Stores
Industry Retail
Experience
Bob's Stores July 1992 - Present
Equitable Life 1986 - 1992
Education
Southern Connecticut State University 1984 — 1986
Bob's Stores July 1992 - Present
Equitable Life 1986 - 1992
Education
Southern Connecticut State University 1984 — 1986
Greg Oliver's Equitable Life Experience 1971 - 1992
Job Vice President Business Development at Orange Cleaning Services, Inc.
Industry Facilities Services
Experience
Orange Cleaning Services, Inc. 2015 - Present
Oliver & Associates 2004 - Present
DBM 2008 - 2009
DBM 1994 - 2002
Equitable Life 1971 - 1992
Skills
Executive Coaching, HR Consulting, Career Counseling, Executive Search, Management Development, Recruiting, Human Resources, Project Management, Operations Management, Outplacement, Talent Management, Leadership Development, Organizational..., Career Development, Coaching, Career Management, Succession Planning
Education
University of Phoenix 2009 — 2011
Associate's Degree, Psychology, 3.9
Point Park University 1978 — 1980
Business Management
Orange Cleaning Services, Inc. 2015 - Present
Oliver & Associates 2004 - Present
DBM 2008 - 2009
DBM 1994 - 2002
Equitable Life 1971 - 1992
Skills
Executive Coaching, HR Consulting, Career Counseling, Executive Search, Management Development, Recruiting, Human Resources, Project Management, Operations Management, Outplacement, Talent Management, Leadership Development, Organizational..., Career Development, Coaching, Career Management, Succession Planning
Education
University of Phoenix 2009 — 2011
Associate's Degree, Psychology, 3.9
Point Park University 1978 — 1980
Business Management
Kimberly Macher's Equitable Life Experience 1981 - 1989
Job Process Improvement Coordinator at Pocono Medical Center
Industry Hospital & Health Care
Experience
Pocono Medical Center September 2015 - Present
Pocono Medical Center January 2008 - Present
Lehigh Valley Health Information Management association 2011 - 2013
Lehigh Valley Health Information Management association 2011 - 2013
Pocono Medical Center January 2005 - January 2008
Easton Hospital November 1996 - December 2005
Equitable Life 1981 - 1989
Skills
EMR, Healthcare Management, Healthcare, Revenue Cycle, Epic Systems, Medical Terminology, Informatics, Inpatient, HIPAA, Physician Relations, Medical Coding
Education
Stephens College 2012 — 2014
Master's Degree, Strategic Leadership
Lehigh Carbon Community College 1994 — 1996
Associate of Science (A.S.), Health Information/Medical Records Technology/Technician
Stephens College
Bachelor of Science (BS), Health Information/Medical Records Administration/Administrator
Pocono Medical Center September 2015 - Present
Pocono Medical Center January 2008 - Present
Lehigh Valley Health Information Management association 2011 - 2013
Lehigh Valley Health Information Management association 2011 - 2013
Pocono Medical Center January 2005 - January 2008
Easton Hospital November 1996 - December 2005
Equitable Life 1981 - 1989
Skills
EMR, Healthcare Management, Healthcare, Revenue Cycle, Epic Systems, Medical Terminology, Informatics, Inpatient, HIPAA, Physician Relations, Medical Coding
Education
Stephens College 2012 — 2014
Master's Degree, Strategic Leadership
Lehigh Carbon Community College 1994 — 1996
Associate of Science (A.S.), Health Information/Medical Records Technology/Technician
Stephens College
Bachelor of Science (BS), Health Information/Medical Records Administration/Administrator
Leanne Tolle's Equitable Life Experience September 1989 - February 1994
Job Litigation Attorney
Industry Law Practice
Experience
Wilson, Elser, Moskowitz, Edelman & Dicker August 2009 - Present
MetLife September 2007 - August 2009
MONY Life Insurance Company July 1994 - July 2004
Equitable Life September 1989 - February 1994
Skills
Commercial Litigation, Litigation, Civil Litigation, Legal Writing, Legal Advice, Insurance Law, Claim, Fraud, Courts, Alternative Dispute..., Employment Law, Legal Research, Corporate Law, Litigation Management
Education
St. John's University School of Law 1986 — 1989
J.D., Law
San Francisco State University 1985 — 1986
M. Music, Applied Music
University of Massachusetts, Amherst 1979 — 1983
B. Music, Music Education
Wilson, Elser, Moskowitz, Edelman & Dicker August 2009 - Present
MetLife September 2007 - August 2009
MONY Life Insurance Company July 1994 - July 2004
Equitable Life September 1989 - February 1994
Skills
Commercial Litigation, Litigation, Civil Litigation, Legal Writing, Legal Advice, Insurance Law, Claim, Fraud, Courts, Alternative Dispute..., Employment Law, Legal Research, Corporate Law, Litigation Management
Education
St. John's University School of Law 1986 — 1989
J.D., Law
San Francisco State University 1985 — 1986
M. Music, Applied Music
University of Massachusetts, Amherst 1979 — 1983
B. Music, Music Education
Jonathan Marina's Equitable Life Experience June 1992 - February 1998
Job CFP at Charles Schwab
Industry Financial Services
Experience
Charles Schwab CFPCharles SchwabFebruary 1998 - Present
Equitable Life June 1992 - February 1998
Education
Tulane University 1988 — 1992
Masters, MBA
Charles Schwab CFPCharles SchwabFebruary 1998 - Present
Equitable Life June 1992 - February 1998
Education
Tulane University 1988 — 1992
Masters, MBA
Janet Sheppard's Equitable Life Experience 1971 - 1988
Job Owner at Little Noggin Knits
Industry Education Management
Experience
Little Noggin Knits May 2012 - Present
Collin County Community College September 1998 - January 2012
Collin County Community College June 2000 - September 2008
Collin College 2000 - 2008
Collin County Community College August 1998 - June 2000
Collin County Community College August 1989 - September 1998
Equitable Life Assurance Company 1971 - 1988
Equitable Life 1971 - 1988
Skills
Training, Distance Learning, Strategic Planning, Program Management
Education
New York University - Leonard N. Stern School of Business 1974 — 1978
MBA, Computer Applications and Information Systems
Rosemont College 1967 — 1971
BA, Mathematics
SHM 1963 — 1967
Little Noggin Knits May 2012 - Present
Collin County Community College September 1998 - January 2012
Collin County Community College June 2000 - September 2008
Collin College 2000 - 2008
Collin County Community College August 1998 - June 2000
Collin County Community College August 1989 - September 1998
Equitable Life Assurance Company 1971 - 1988
Equitable Life 1971 - 1988
Skills
Training, Distance Learning, Strategic Planning, Program Management
Education
New York University - Leonard N. Stern School of Business 1974 — 1978
MBA, Computer Applications and Information Systems
Rosemont College 1967 — 1971
BA, Mathematics
SHM 1963 — 1967
Susan Morrison's Equitable Life Experience January 1983 - January 1984
Job Associate Director, Total Rewards/Benefits at Ernst & Young
Industry Accounting
Experience
Ernst & Young January 2003 - Present
Ernst & Young January 1998 - January 2003
Ernst & Young January 1992 - January 1998
Deloitte January 1990 - January 1992
Deloitte January 1988 - January 1990
Deloitte January 1984 - January 1988
Equitable Life January 1983 - January 1984
Equitable Life January 1981 - January 1983
Skills
PeopleSoft, Employee Benefits, Human Resources, Payroll, Recruiting, Management, Accounting, Policy, Auditing, Analysis, Process Improvement, Project Planning, Performance Management, Benefits Administration, Budgets, Employee Relations, Change Management
Education
Rider University 1976 — 1980
BA, Political Science
Rider University
B.A, Political Science
Ernst & Young January 2003 - Present
Ernst & Young January 1998 - January 2003
Ernst & Young January 1992 - January 1998
Deloitte January 1990 - January 1992
Deloitte January 1988 - January 1990
Deloitte January 1984 - January 1988
Equitable Life January 1983 - January 1984
Equitable Life January 1981 - January 1983
Skills
PeopleSoft, Employee Benefits, Human Resources, Payroll, Recruiting, Management, Accounting, Policy, Auditing, Analysis, Process Improvement, Project Planning, Performance Management, Benefits Administration, Budgets, Employee Relations, Change Management
Education
Rider University 1976 — 1980
BA, Political Science
Rider University
B.A, Political Science
Carey Fernes's Equitable Life Experience January 1979 - January 1981
Job Philips Medical is an amazing company to work for!
Industry Medical Devices
Experience
Philips November 2012 - Present
Agfa Healthcare August 2010 - July 2012
Picker International/Marconi Medical 1983 - July 2010
SourceOne Healthcare Technologies January 1983 - January 2010
Merry X-Ray 2005 - 2010
Picker International 1983 - 2004
Parasailing Club, Inc January 1981 - January 1983
Equitable Life January 1979 - January 1981
Skills
Hunter, Closer, NYC Veteran, Medical Imaging, Radiology, Capital Equipment, PACS, Medical Devices, Healthcare Information..., Cardiology, Vascular, Hospitals, Digital Imaging, Capital Equipment Sales, Cath Lab, Sales Operations, Orthopedic, Surgeons, Interventional Radiology, Ultrasound, Surgery, DICOM, X-ray, Marketing Strategy, Selling, Disposables, Healthcare, Marketing, HL7, Sales Force Development, MRI, Product Launch, Direct Sales, Informatics, Cold Calling, Sales, RIS, Operating Room, Market Development, Healthcare Industry, Hardware Diagnostics, Interventional..., Surgical Instruments, Medical Equipment, Medical Sales, Urology, Selling Skills, OB/GYN, Neurosurgery, Healthcare Consulting
Education
PENNSYLVANIA State University, University 1975 — 1979
Bachelor of Science, Insurance and Real Estate
Penn State University 1975 — 1979
BS, Business
Philips November 2012 - Present
Agfa Healthcare August 2010 - July 2012
Picker International/Marconi Medical 1983 - July 2010
SourceOne Healthcare Technologies January 1983 - January 2010
Merry X-Ray 2005 - 2010
Picker International 1983 - 2004
Parasailing Club, Inc January 1981 - January 1983
Equitable Life January 1979 - January 1981
Skills
Hunter, Closer, NYC Veteran, Medical Imaging, Radiology, Capital Equipment, PACS, Medical Devices, Healthcare Information..., Cardiology, Vascular, Hospitals, Digital Imaging, Capital Equipment Sales, Cath Lab, Sales Operations, Orthopedic, Surgeons, Interventional Radiology, Ultrasound, Surgery, DICOM, X-ray, Marketing Strategy, Selling, Disposables, Healthcare, Marketing, HL7, Sales Force Development, MRI, Product Launch, Direct Sales, Informatics, Cold Calling, Sales, RIS, Operating Room, Market Development, Healthcare Industry, Hardware Diagnostics, Interventional..., Surgical Instruments, Medical Equipment, Medical Sales, Urology, Selling Skills, OB/GYN, Neurosurgery, Healthcare Consulting
Education
PENNSYLVANIA State University, University 1975 — 1979
Bachelor of Science, Insurance and Real Estate
Penn State University 1975 — 1979
BS, Business
Dan Dailey's Equitable Life Experience 1988 - 1992
Job Mainframe Operations Systems Programmer
Industry Information Technology and Services
Experience
Fidelity Investments June 2015 - Present
Mutual of America July 2009 - June 2015
Fidelity Investments 2001 - 2009
Fidelity Investments August 2000 - May 2003
Fidelity Investments March 1997 - August 2000
Fidelity Investments September 1995 - March 1997
Nissan North America 1992 - 1995
Equitable Life 1988 - 1992
Education
The University of Texas at Arlington 1984 — 1985
none, Computer Science
Fidelity Investments June 2015 - Present
Mutual of America July 2009 - June 2015
Fidelity Investments 2001 - 2009
Fidelity Investments August 2000 - May 2003
Fidelity Investments March 1997 - August 2000
Fidelity Investments September 1995 - March 1997
Nissan North America 1992 - 1995
Equitable Life 1988 - 1992
Education
The University of Texas at Arlington 1984 — 1985
none, Computer Science
Kim Draghic's Equitable Life Experience 1980 - 1988
Job IT Professional
Industry Information Technology and Services
Experience
Citigroup 1993 - December 2008
Smith Barney 1993 - 2008
Cigna 1985 - 1993
Equitable Life 1980 - 1988
Education
Penn State University 1974 — 1978
BS
Marple Newtown High School 1971 — 1974
Citigroup 1993 - December 2008
Smith Barney 1993 - 2008
Cigna 1985 - 1993
Equitable Life 1980 - 1988
Education
Penn State University 1974 — 1978
BS
Marple Newtown High School 1971 — 1974
Jeffrey Kamberg's Equitable Life Experience June 1991 - April 1993
Job Director of Employer Relations at Pace University
Industry Staffing and Recruiting
Experience
Pace University September 2014 - Present
Robert Half December 1993 - September 2014
National Search Consultants April 1993 - November 1993
Equitable Life June 1991 - April 1993
Skills
Temporary Staffing, Full-cycle Recruiting, Talent Acquisition, Staff Training, Staff Development, Sales Recruitment, accounting recruitment, Office Administration..., Legal Recruiting, Creative Recruitment, Job Placement, Bookeeping and..., Non-Clinical Healthcare..., IT Staffing, Accounting, Accounting Recruitment, Recruiting, Bookkeeping, Temporary Placement, SDLC, Corporate Recruiting, IT Solutions, Resume Writing, Sourcing, Internet Recruiting, Technical Recruiting, Staffing Services, Human Resources, Employee Relations, Management, Interviews, Permanent Placement, Screening Resumes, Hiring, Leadership, College Recruiting, Applicant Tracking..., Contract Recruitment, Training, Career Counseling, Strategy, Talent Management, Sales
Education
University of Hartford 1987 — 1991
BSBA, Finance and Insurance
Martin Van Buren High School 1984 — 1987
Pace University September 2014 - Present
Robert Half December 1993 - September 2014
National Search Consultants April 1993 - November 1993
Equitable Life June 1991 - April 1993
Skills
Temporary Staffing, Full-cycle Recruiting, Talent Acquisition, Staff Training, Staff Development, Sales Recruitment, accounting recruitment, Office Administration..., Legal Recruiting, Creative Recruitment, Job Placement, Bookeeping and..., Non-Clinical Healthcare..., IT Staffing, Accounting, Accounting Recruitment, Recruiting, Bookkeeping, Temporary Placement, SDLC, Corporate Recruiting, IT Solutions, Resume Writing, Sourcing, Internet Recruiting, Technical Recruiting, Staffing Services, Human Resources, Employee Relations, Management, Interviews, Permanent Placement, Screening Resumes, Hiring, Leadership, College Recruiting, Applicant Tracking..., Contract Recruitment, Training, Career Counseling, Strategy, Talent Management, Sales
Education
University of Hartford 1987 — 1991
BSBA, Finance and Insurance
Martin Van Buren High School 1984 — 1987
Howard Chernick's Equitable Life Experience 1976 - 1981
Job Application Systems Programmer/Analyst at ETS
Industry Computer Software
Chuck Vitolo's Equitable Life Experience August 1976 - December 1981
Job Vice President at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 1993 - Present
Equitable Capital January 1982 - July 1993
Equitable Life August 1976 - December 1981
Skills
Hedge Funds, Asset Management, Equities, Alternative Investments, Fixed Income, Investment Management, Securities, Investments
Education
Iona College 1976 — 1978
MBA, Accounting
CUNY Lehman College 1972 — 1976
BS, Accounting
AllianceBernstein August 1993 - Present
Equitable Capital January 1982 - July 1993
Equitable Life August 1976 - December 1981
Skills
Hedge Funds, Asset Management, Equities, Alternative Investments, Fixed Income, Investment Management, Securities, Investments
Education
Iona College 1976 — 1978
MBA, Accounting
CUNY Lehman College 1972 — 1976
BS, Accounting
Kyle Koch's Equitable Life Experience June 1995 - April 1996
Job Manager, Life Systems App Development at Athene USA
Industry Information Technology and Services
Experience
Athene USA June 2007 - Present
Modis May 1996 - May 2007
Wells Fargo Home Mortgage 2002 - 2007
MetLife 2000 - 2001
Kirke-Van Orsdel, Inc. 1996 - 2000
Equitable Life June 1995 - April 1996
Principal Financial Group June 1987 - May 1995
Education
University of Iowa 1981 — 1986
BS, Business Administration / MIS
Iowa City City High 1979 — 1981
Athene USA June 2007 - Present
Modis May 1996 - May 2007
Wells Fargo Home Mortgage 2002 - 2007
MetLife 2000 - 2001
Kirke-Van Orsdel, Inc. 1996 - 2000
Equitable Life June 1995 - April 1996
Principal Financial Group June 1987 - May 1995
Education
University of Iowa 1981 — 1986
BS, Business Administration / MIS
Iowa City City High 1979 — 1981
Amir Sheikh, MBA, CPA, CGA, FCCA's Equitable Life Experience 2006 - 2014
Job Resultsoriented Finance Leader | Business Consultant
Industry Accounting
Experience
SolarGrid Energy Inc. 2014 - Present
Amir Sheikh, CPA 2014 - Present
Equitable Life 2006 - 2014
Equitable Life 2005 - 2006
Sun Life Financial 2001 - 2005
Sun Life Financial 1999 - 2001
FMF Metal Fabrication Limited 1995 - 1999
FMF Metal Fabrication Limited 1993 - 1995
Education
Chartered Professional Accountants
CPA, CGA
Laurentian University/Université Laurentienne 2004 — 2008
MBA
Association of Chartered Certified Accountants (ACCA)
Fellow, Chartered Certified Accountant
Wilfrid Laurier University
Advanced Management Certificate
Wilfrid Laurier University
Diploma in Accounting
Certified General Accountants of Ontario
CGA
SolarGrid Energy Inc. 2014 - Present
Amir Sheikh, CPA 2014 - Present
Equitable Life 2006 - 2014
Equitable Life 2005 - 2006
Sun Life Financial 2001 - 2005
Sun Life Financial 1999 - 2001
FMF Metal Fabrication Limited 1995 - 1999
FMF Metal Fabrication Limited 1993 - 1995
Education
Chartered Professional Accountants
CPA, CGA
Laurentian University/Université Laurentienne 2004 — 2008
MBA
Association of Chartered Certified Accountants (ACCA)
Fellow, Chartered Certified Accountant
Wilfrid Laurier University
Advanced Management Certificate
Wilfrid Laurier University
Diploma in Accounting
Certified General Accountants of Ontario
CGA
Todd Voorhes's Equitable Life Experience June 1993 - December 2001
Job Consumer Goods Professional
Industry Consumer Goods
Experience
Western & Southern Financial Group May 2007 - May 2008
Wells Fargo January 2005 - May 2007
Newcastle Mortgage January 2002 - December 2004
Equitable Life June 1993 - December 2001
Education
Southeast Missouri State University
BS, Public Relations/Business Management
Western & Southern Financial Group May 2007 - May 2008
Wells Fargo January 2005 - May 2007
Newcastle Mortgage January 2002 - December 2004
Equitable Life June 1993 - December 2001
Education
Southeast Missouri State University
BS, Public Relations/Business Management
Pat Betts's Equitable Life Experience March 2008 - January 2012
Job SQL Database Developer at AGDATA,
Industry Computer Software
Experience
AGDATA, May 2014 - Present
EK3 Technologies Inc. May 2012 - May 2014
Equitable Life March 2008 - January 2012
RBC Insurance May 1998 - March 2008
Skills
Microsoft SQL Server, Agile Methodologies, SDLC, Databases, Requirements Analysis, Database Design, Software Development, SQL, Business Analysis, MySQL, Software Project..., Visio, Requirements Gathering, Access, VB.NET, SSIS, SSRS
Education
McMaster University 1995 — 1998
BSC Hons, Computer Science
McMaster University 1983 — 1987
BSC Physics, Physics
AGDATA, May 2014 - Present
EK3 Technologies Inc. May 2012 - May 2014
Equitable Life March 2008 - January 2012
RBC Insurance May 1998 - March 2008
Skills
Microsoft SQL Server, Agile Methodologies, SDLC, Databases, Requirements Analysis, Database Design, Software Development, SQL, Business Analysis, MySQL, Software Project..., Visio, Requirements Gathering, Access, VB.NET, SSIS, SSRS
Education
McMaster University 1995 — 1998
BSC Hons, Computer Science
McMaster University 1983 — 1987
BSC Physics, Physics
Ranga Chary's Equitable Life Experience July 1977 - January 1990
Job Owner, FinEst Wealth & Tax Planning, LLC
Industry Financial Services
Experience
Fin-Est Wealth & Tax Planning, LLC June 2005 - Present
Fin-Est Planning Associates January 1990 - June 2005
EQUITABLE LIFE, July 1977 - January 1990
Skills
Wealth Management..., Financial Analysis, Banking, Investments, Portfolio Management, Business Strategy, Financial Modeling, Strategic Planning, Microsoft Excel, Business Analysis, Customer Service, Risk Management, Marketing Strategy, Microsoft Office, New Business Development
Education
PSG College of Technology 1972 — 1973
MBA, Marketing & Finance
Madras University, India 1970 — 1972
DBM, Finance & Marketing
College of Financial Planning, Denver Colorda
CFP, FINANCIAL PLANNING SERVICES
Fin-Est Wealth & Tax Planning, LLC June 2005 - Present
Fin-Est Planning Associates January 1990 - June 2005
EQUITABLE LIFE, July 1977 - January 1990
Skills
Wealth Management..., Financial Analysis, Banking, Investments, Portfolio Management, Business Strategy, Financial Modeling, Strategic Planning, Microsoft Excel, Business Analysis, Customer Service, Risk Management, Marketing Strategy, Microsoft Office, New Business Development
Education
PSG College of Technology 1972 — 1973
MBA, Marketing & Finance
Madras University, India 1970 — 1972
DBM, Finance & Marketing
College of Financial Planning, Denver Colorda
CFP, FINANCIAL PLANNING SERVICES
Kent Corey's Equitable Life Experience 1988 - 1999
Job Accounting / Financial Consultant at Robert Half International
Industry Accounting
Experience
Robert Half International 2010 - Present
Heald College 2009 - 2010
Robert Half Management Resources 2007 - 2009
Alameda County 2003 - 2006
Robert Half International 2000 - 2003
Affymax 1990 - 2000
Equitable Life 1988 - 1999
Vintage Properties 1988 - 1989
Ross Stores 1985 - 1988
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
MAFM, Accounting / Financial Management
Christian Heritage College 1976 — 1980
BS, Secondary Education: History / Social Science
Robert Half International 2010 - Present
Heald College 2009 - 2010
Robert Half Management Resources 2007 - 2009
Alameda County 2003 - 2006
Robert Half International 2000 - 2003
Affymax 1990 - 2000
Equitable Life 1988 - 1999
Vintage Properties 1988 - 1989
Ross Stores 1985 - 1988
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
MAFM, Accounting / Financial Management
Christian Heritage College 1976 — 1980
BS, Secondary Education: History / Social Science
Edward Donohue's Equitable Life Experience 1984 - 1988
Job Vice President of Technical Services at OSG Billing Services
Industry Printing
Experience
OSG Billing Services 1998 - Present
First Chicago 1988 - 1998
Guy Carpenter 1987 - 1988
Equitable Life 1984 - 1988
Skills
Microsoft SQL Server, Pdf, PostScript, VB.NET, ASP.NET, COBOL, DB2, SQL, Business Analysis, Account Management, XML, Document Management, Microsoft Office, C#, .NET, Software Development, Windows, JavaScript, Visual Basic, IIS, Visual Studio, Database Design, ASP
Education
State University of New York College at Oswego 1980 — 1984
BS, Computer Science
OSG Billing Services 1998 - Present
First Chicago 1988 - 1998
Guy Carpenter 1987 - 1988
Equitable Life 1984 - 1988
Skills
Microsoft SQL Server, Pdf, PostScript, VB.NET, ASP.NET, COBOL, DB2, SQL, Business Analysis, Account Management, XML, Document Management, Microsoft Office, C#, .NET, Software Development, Windows, JavaScript, Visual Basic, IIS, Visual Studio, Database Design, ASP
Education
State University of New York College at Oswego 1980 — 1984
BS, Computer Science
Alan Exley's Equitable Life Experience 1969 - 1985
Job FSA, FCIA
Industry Financial Services
Experience
AFE Actuarial Consulting March 2007 - Present
Cowan Insurance Group January 2000 - March 2007
Wright Mogg and Associates February 1985 - January 2000
Equitable Life 1969 - 1985
Skills
Pensions, Actuarial Science
Education
University of Guelph 1965 — 1969
BSc, Mathematics and Statistics
AFE Actuarial Consulting March 2007 - Present
Cowan Insurance Group January 2000 - March 2007
Wright Mogg and Associates February 1985 - January 2000
Equitable Life 1969 - 1985
Skills
Pensions, Actuarial Science
Education
University of Guelph 1965 — 1969
BSc, Mathematics and Statistics
Sarika Vegad's Equitable Life Experience September 2009 - February 2014
Job Application Developer/ Analyst at City Of Hamilton
Industry Information Technology and Services
Experience
City Of Hamilton May 2014 - Present
Equitable Life September 2009 - February 2014
eSolutions Group September 2008 - March 2009
HighJump Software February 2005 - September 2008
Sagar International Business Solutions September 2004 - February 2005
WSI Internet Consulting February 2004 - August 2004
Healthfrontier Canada September 2002 - January 2004
VMF Soft Tech Ltd. India June 2000 - July 2002
Skills
Agile Methodologies, SDLC, Requirements Analysis, Software Development, Microsoft SQL Server, SQL, Business Analysis, Software Project..., Web Development, .NET, ASP.NET, XML, Systems Analysis, User Acceptance Testing, Oracle, Data Modeling, Databases, Solution Architecture, C#, Database Design, Business Intelligence
Education
The Maharaja Sayajirao University of Baroda
Bachelors
City Of Hamilton May 2014 - Present
Equitable Life September 2009 - February 2014
eSolutions Group September 2008 - March 2009
HighJump Software February 2005 - September 2008
Sagar International Business Solutions September 2004 - February 2005
WSI Internet Consulting February 2004 - August 2004
Healthfrontier Canada September 2002 - January 2004
VMF Soft Tech Ltd. India June 2000 - July 2002
Skills
Agile Methodologies, SDLC, Requirements Analysis, Software Development, Microsoft SQL Server, SQL, Business Analysis, Software Project..., Web Development, .NET, ASP.NET, XML, Systems Analysis, User Acceptance Testing, Oracle, Data Modeling, Databases, Solution Architecture, C#, Database Design, Business Intelligence
Education
The Maharaja Sayajirao University of Baroda
Bachelors
Nancy Phan's Equitable Life Experience November 2013 - Present
Job Senior Producer Administrator at Equitable Life
Industry Insurance
Experience
Equitable Life November 2013 - Present
Equitable Life January 2007 - November 2013
Skills
Customer Service, Disability Insurance, Risk Management, Health Insurance, Underwriting, Insurance, Life Insurance, Term Life Insurance, Critical Illness, Universal Life, Whole Life
Education
Mohawk College
Equitable Life November 2013 - Present
Equitable Life January 2007 - November 2013
Skills
Customer Service, Disability Insurance, Risk Management, Health Insurance, Underwriting, Insurance, Life Insurance, Term Life Insurance, Critical Illness, Universal Life, Whole Life
Education
Mohawk College
Sharen Hurley's Equitable Life Experience March 2006 - September 2009
Job IT/Business Consultant Specializing in SDLC Program Management
Industry Financial Services
Experience
SnH Consulting January 2004 - Present
London Life/Canada Life January 2011 - March 2011
TD Insurance May 2010 - November 2010
Equitable Life March 2006 - September 2009
Sun Life Financial June 2004 - July 2005
Manulife Financial January 2001 - October 2003
Bank of Nova Scotia - Scotiabank December 1999 - January 2001
Skills
Integration, SDLC, Program Management, Outsourcing, Software Development, Project Management, Requirements Gathering, Management, Information Technology, Banking, PMO, Insurance, Business Requirements, Vendor Management, Business Analysis, Project Portfolio..., Access
Education
University of Guelph 1972 — 1976
Hon BA
SnH Consulting January 2004 - Present
London Life/Canada Life January 2011 - March 2011
TD Insurance May 2010 - November 2010
Equitable Life March 2006 - September 2009
Sun Life Financial June 2004 - July 2005
Manulife Financial January 2001 - October 2003
Bank of Nova Scotia - Scotiabank December 1999 - January 2001
Skills
Integration, SDLC, Program Management, Outsourcing, Software Development, Project Management, Requirements Gathering, Management, Information Technology, Banking, PMO, Insurance, Business Requirements, Vendor Management, Business Analysis, Project Portfolio..., Access
Education
University of Guelph 1972 — 1976
Hon BA
Darlene Day's Equitable Life Experience January 1982 - September 1985
Job Pastor at Kingdom International Ministries of God
Industry Religious Institutions
Experience
Kingdom International Ministries of God May 2014 - Present
Emmanuel Church of God January 2000 - Present
PHP, Inc. September 1998 - September 2010
PHP, Inc. January 1986 - January 2010
Equitable Life January 1982 - September 1985
Skills
Pastoral Care, Theology, Preaching, Biblical Studies, Discipleship, Microsoft Word, Conference Speaker, Leadership Development, Religion, Public Speaking, Teaching, Missions, Volunteer Management
Education
Christian Bible Center & Institute 2000 — 2006
Doctor of Divinity, Theology/Theological Studies
Bethel Bible Institute 1994 — 1997
Master of Theological Studies, Theology/Theological Studies
New York Law School 1979 — 1982
Doctor of Law (JD), Intellectual Property Law
New York University 1975 — 1979
Bachelor of Arts (BA), Political Science and Government
Kingdom International Ministries of God May 2014 - Present
Emmanuel Church of God January 2000 - Present
PHP, Inc. September 1998 - September 2010
PHP, Inc. January 1986 - January 2010
Equitable Life January 1982 - September 1985
Skills
Pastoral Care, Theology, Preaching, Biblical Studies, Discipleship, Microsoft Word, Conference Speaker, Leadership Development, Religion, Public Speaking, Teaching, Missions, Volunteer Management
Education
Christian Bible Center & Institute 2000 — 2006
Doctor of Divinity, Theology/Theological Studies
Bethel Bible Institute 1994 — 1997
Master of Theological Studies, Theology/Theological Studies
New York Law School 1979 — 1982
Doctor of Law (JD), Intellectual Property Law
New York University 1975 — 1979
Bachelor of Arts (BA), Political Science and Government
John Tam's Equitable Life Experience May 2007 - January 2011
Job Vice President Sales at IA Clarington Investments
Industry Financial Services
Experience
IA Clarington Investments May 2015 - Present
Franklin Templeton Investments January 2011 - April 2015
Equitable Life May 2007 - January 2011
World Financial Group (WFG) October 2003 - June 2006
Skills
Investments, Insurance, Strategic Financial..., Retirement, Retirement Planning, Mutual Funds, Fixed Annuities, Term Life Insurance, Disability Insurance, Wealth Management, Pensions, Estate Planning, Financial Services, Financial Advisory, Team Leadership, Life Insurance, Investment Strategies, Investment Advisory, Wealth, CRM, Relationship Management, Financial Planners, Financial Planning
Education
University of Alberta 1995 — 2003
Bachelor, Fine Arts and Design
IA Clarington Investments May 2015 - Present
Franklin Templeton Investments January 2011 - April 2015
Equitable Life May 2007 - January 2011
World Financial Group (WFG) October 2003 - June 2006
Skills
Investments, Insurance, Strategic Financial..., Retirement, Retirement Planning, Mutual Funds, Fixed Annuities, Term Life Insurance, Disability Insurance, Wealth Management, Pensions, Estate Planning, Financial Services, Financial Advisory, Team Leadership, Life Insurance, Investment Strategies, Investment Advisory, Wealth, CRM, Relationship Management, Financial Planners, Financial Planning
Education
University of Alberta 1995 — 2003
Bachelor, Fine Arts and Design
jim zweier's Equitable Life Experience March 1979 - May 1989
Job SVP at Citigroup
Industry Financial Services
Experience
Citigroup May 1989 - Present
Equitable life March 1979 - May 1989
Skills
MVS, IT Strategy, Process Improvement, IT Management, Mainframe, Management, Requirements Analysis, Project Management, Software Project..., Software Development, Testing, IT Operations, IT Service Management, Risk Management, SDLC, Disaster Recovery, Banking, Asset Management, Fixed Income, Business Analysis, Data Center, Vendor Management, Visio, Capital Markets, Trading Systems, Change Management, Financial Services, Relationship Management, Unix, Electronic Trading, PMP, Wealth Management, Business Continuity, Derivatives, Investment Banking, Leadership, Middle Office, PMO, Investments, ITIL, Integration, Business Intelligence
Education
Pace University 1973 — 1977
BA, Accounting and Data Processing
Citigroup May 1989 - Present
Equitable life March 1979 - May 1989
Skills
MVS, IT Strategy, Process Improvement, IT Management, Mainframe, Management, Requirements Analysis, Project Management, Software Project..., Software Development, Testing, IT Operations, IT Service Management, Risk Management, SDLC, Disaster Recovery, Banking, Asset Management, Fixed Income, Business Analysis, Data Center, Vendor Management, Visio, Capital Markets, Trading Systems, Change Management, Financial Services, Relationship Management, Unix, Electronic Trading, PMP, Wealth Management, Business Continuity, Derivatives, Investment Banking, Leadership, Middle Office, PMO, Investments, ITIL, Integration, Business Intelligence
Education
Pace University 1973 — 1977
BA, Accounting and Data Processing
Kent Rains's Equitable Life Experience 1994 - 1996
Job Senior Managing Director, Rains, Purinton and Babcock Wealth Management
Industry Investment Management
Experience
Rains, Purinton and Babock Wealth Management May 2010 - Present
Merrill Lynch 1996 - May 2010
Equitable Life 1994 - 1996
Skills
Securities, Financial Advisory, Finance, Financial Services, Series 7, Alternative Investments, Mutual Funds, Investments, Asset Management, Wealth Management, Asset Allocation, Portfolio Management
Education
The University of Kansas 1989 — 1993
Bachelors, Economics
Rains, Purinton and Babock Wealth Management May 2010 - Present
Merrill Lynch 1996 - May 2010
Equitable Life 1994 - 1996
Skills
Securities, Financial Advisory, Finance, Financial Services, Series 7, Alternative Investments, Mutual Funds, Investments, Asset Management, Wealth Management, Asset Allocation, Portfolio Management
Education
The University of Kansas 1989 — 1993
Bachelors, Economics
Scott Downey's Equitable Life Experience April 2015 - Present
Job Senior Underwriter at Equitable Life
Industry Financial Services
Experience
Equitable Life April 2015 - Present
Manulife Financial May 2011 - April 2015
RGA Canada May 2008 - May 2011
Skills
Analysis, Life Insurance, Underwriting, Reinsurance, Term Life Insurance, Customer Service, Coaching, Insurance, Universal Life
Education
Wilfrid Laurier University 2014 — 2017
Master of Business Administration (M.B.A.)
Acadamy of Life Undewriters
Fellow, Academy of Life Underwriting, Life Insurance
Life Office Management Association
Fellow, Life Management Institute, Life Insurance
Queen's University
H.BSc, Biology
Equitable Life April 2015 - Present
Manulife Financial May 2011 - April 2015
RGA Canada May 2008 - May 2011
Skills
Analysis, Life Insurance, Underwriting, Reinsurance, Term Life Insurance, Customer Service, Coaching, Insurance, Universal Life
Education
Wilfrid Laurier University 2014 — 2017
Master of Business Administration (M.B.A.)
Acadamy of Life Undewriters
Fellow, Academy of Life Underwriting, Life Insurance
Life Office Management Association
Fellow, Life Management Institute, Life Insurance
Queen's University
H.BSc, Biology
Tony Dicroce's Equitable Life Experience March 1973 - June 1976
Job Stockbroker at J.P. Turner
Industry Financial Services
Experience
J.P. Turner June 2008 - Present
numerous brokerage firms June 1976 - June 2007
Equitable Life March 1973 - June 1976
Skills
musician (guitar), muscian (keyboards)
Education
University of North Carolina at Chapel Hill
bachelor of arts, psychology
J.P. Turner June 2008 - Present
numerous brokerage firms June 1976 - June 2007
Equitable Life March 1973 - June 1976
Skills
musician (guitar), muscian (keyboards)
Education
University of North Carolina at Chapel Hill
bachelor of arts, psychology
Marilyn Worman's Equitable Life Experience June 1967 - December 1971
Job Director at Leisure Village East
Industry Recreational Facilities and Services
Experience
Leisure Village East June 1994 - Present
Adventures in Travel September 1989 - June 1994
Equitable Life June 1967 - December 1971
Skills
Public Speaking, Strategic Planning, Event Planning, Travel Management, Activity Planning, New Business Development, Teaching Skills, Corporate Social..., executive secretarial..., corporate training, test administrator
Education
Memorial High School 1963 — 1967
Acamenic, Academic/Secretarial
Ocean County College
Leisure Village East June 1994 - Present
Adventures in Travel September 1989 - June 1994
Equitable Life June 1967 - December 1971
Skills
Public Speaking, Strategic Planning, Event Planning, Travel Management, Activity Planning, New Business Development, Teaching Skills, Corporate Social..., executive secretarial..., corporate training, test administrator
Education
Memorial High School 1963 — 1967
Acamenic, Academic/Secretarial
Ocean County College
David Recame's Equitable Life Experience 1980 - 1983
Job investigator
Industry Security and Investigations
Experience
FBI December 1983 - February 2010
Equitable Life 1980 - 1983
Education
New York Law School
Doctor of Law (J.D.)
New York State University at Albany
Bachelor of Arts (B.A.), Politcal Science; History
FBI December 1983 - February 2010
Equitable Life 1980 - 1983
Education
New York Law School
Doctor of Law (J.D.)
New York State University at Albany
Bachelor of Arts (B.A.), Politcal Science; History
Mary Lou Schwartzberg,RN's Equitable Life Experience January 1968 - June 1968
Job Staff Nurse at Cornell University
Industry Higher Education
Experience
Cornell University October 2006 - Present
Strong Memorial Hospital April 1983 - May 2005
Equitable Life January 1968 - June 1968
Education
University of Rochester 1998 — 1999
Nazareth College of Rochester 1977 — 1981
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Cornell University October 2006 - Present
Strong Memorial Hospital April 1983 - May 2005
Equitable Life January 1968 - June 1968
Education
University of Rochester 1998 — 1999
Nazareth College of Rochester 1977 — 1981
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Randy Atkins's Equitable Life Experience January 1979 - December 1990
Job Field Director at Knights of Columbus
Industry Insurance
Experience
Knights of Columbus February 2006 - Present
Sun Life Financial January 1990 - December 2005
Equitable Life January 1979 - December 1990
Skills
Retirement Planning, Estate Planning, Life Member MDRT, Insurance, Disability Insurance, Retirement, Long-term Care, Life Insurance, IRAs, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Financial Planners, Roth IRA, Whole Life
Education
Assumption College High
St. Clair College
Knights of Columbus February 2006 - Present
Sun Life Financial January 1990 - December 2005
Equitable Life January 1979 - December 1990
Skills
Retirement Planning, Estate Planning, Life Member MDRT, Insurance, Disability Insurance, Retirement, Long-term Care, Life Insurance, IRAs, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Financial Planners, Roth IRA, Whole Life
Education
Assumption College High
St. Clair College
Bonnie (Adams) McCown's Equitable Life Experience December 2013 - Present
Job Independent Producer at Manhattan Life
Industry Insurance
Experience
Manhattan Life April 2014 - Present
BMC Medicare Specialist February 2014 - Present
Oxford Health Plans January 2014 - Present
Equitable Life December 2013 - Present
Skills
Insurance, Term Life Insurance, Life Insurance, Health Insurance, Disability Insurance, Fixed Annuities, Whole Life, Long-term Care, Universal Life
Education
Spencerian College
Manhattan Life April 2014 - Present
BMC Medicare Specialist February 2014 - Present
Oxford Health Plans January 2014 - Present
Equitable Life December 2013 - Present
Skills
Insurance, Term Life Insurance, Life Insurance, Health Insurance, Disability Insurance, Fixed Annuities, Whole Life, Long-term Care, Universal Life
Education
Spencerian College
Tony Muehling's Equitable Life Experience October 1970 - September 1988
Job Retired at United States Air Force
Industry Defense & Space
Experience
United States Air Force August 1970 - Present
Equitable Life October 1970 - September 1988
Education
San Francisco State University
United States Air Force August 1970 - Present
Equitable Life October 1970 - September 1988
Education
San Francisco State University
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO