First Investors
Industry: Company
DescriptionFounded: 1988 Subsidiaries: First Investors Insurance Company, Parent organization: FIFS Holdings Corp.
First Investors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Investors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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First Investors Employees
Employee
Years
Job
Industry
Alexander Hartelust Alexander Hartelust's First Investors Experience December 2012 - May 2013
Job Corporate Investment Bank Analyst at J.P.Morgan Chase & Co.
Industry Investment Banking
Experience
J.P. Morgan June 2013 - Present
First Investors December 2012 - May 2013
AXA Equitable May 2012 - November 2012
Skills
Bloomberg, Microsoft Office, Financial Analysis, Financial Modeling, Financial Markets, Investment Banking, Finance, Equities, Valuation, Derivatives, Risk Management, Trading, Financial Risk, Securities, Hedge Funds, Fixed Income, Bloomberg Terminal, Bonds, Corporate Finance, Trading Systems, FINRA, Economics, Capital Markets
Education
Monmouth University 2011 — 2013
Bachelor of Science (B.S.), Economics and Finance
Middlesex County College 2009 — 2011
Associate of Arts (A.A.), Liberal Arts, Concentration in Business
J.P. Morgan June 2013 - Present
First Investors December 2012 - May 2013
AXA Equitable May 2012 - November 2012
Skills
Bloomberg, Microsoft Office, Financial Analysis, Financial Modeling, Financial Markets, Investment Banking, Finance, Equities, Valuation, Derivatives, Risk Management, Trading, Financial Risk, Securities, Hedge Funds, Fixed Income, Bloomberg Terminal, Bonds, Corporate Finance, Trading Systems, FINRA, Economics, Capital Markets
Education
Monmouth University 2011 — 2013
Bachelor of Science (B.S.), Economics and Finance
Middlesex County College 2009 — 2011
Associate of Arts (A.A.), Liberal Arts, Concentration in Business
Josh Campanella Josh Campanella's First Investors Experience September 2014 - November 2014
Job Property Maintenance Professional
Industry Construction
Experience
Finnmark Property Services November 2014 - Present
First Investors September 2014 - November 2014
Farmer's Milk & Cream April 2014 - August 2014
CCBizPro April 2014 - August 2014
Ever Fresh Fruit Company January 2012 - March 2014
College Pro January 2010 - December 2011
Education
Oregon State University 2006 — 2011
Bachelor of Science (B.S.), Food Science and Technology, 3.0
Finnmark Property Services November 2014 - Present
First Investors September 2014 - November 2014
Farmer's Milk & Cream April 2014 - August 2014
CCBizPro April 2014 - August 2014
Ever Fresh Fruit Company January 2012 - March 2014
College Pro January 2010 - December 2011
Education
Oregon State University 2006 — 2011
Bachelor of Science (B.S.), Food Science and Technology, 3.0
Renier Selman Renier Selman's First Investors Experience June 2014 - November 2014
Job Personal Banker at BBVA Compass
Industry Banking
Experience
BBVA Compass December 2014 - Present
First Investors June 2014 - November 2014
Sagicor Life Insurance Company June 2012 - August 2012
Oakwood University September 2009 - November 2011
Skills
Financial Services, Series 6, Life & Health Insurance..., Series 63, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Financial Analysis, Management, Accounting, Finance, Financial Accounting, Telephone Skills, Staff Development, Loans, Cpr Certified, Microsoft Word, Analysis, Research, Public Speaking, Leadership, Data Analysis, Teamwork, Data Entry
Education
Oakwood College 2009 — 2013
Finance, Banking and Investments
Oakwood Adventist Academy 2007 — 2009
BBVA Compass December 2014 - Present
First Investors June 2014 - November 2014
Sagicor Life Insurance Company June 2012 - August 2012
Oakwood University September 2009 - November 2011
Skills
Financial Services, Series 6, Life & Health Insurance..., Series 63, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Financial Analysis, Management, Accounting, Finance, Financial Accounting, Telephone Skills, Staff Development, Loans, Cpr Certified, Microsoft Word, Analysis, Research, Public Speaking, Leadership, Data Analysis, Teamwork, Data Entry
Education
Oakwood College 2009 — 2013
Finance, Banking and Investments
Oakwood Adventist Academy 2007 — 2009
Eric Solverson, CPA, CIA, FLMI Eric Solverson, CPA, CIA, FLMI's First Investors Experience March 2009 - June 2009
Job Analyst III, Governance at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group June 2015 - Present
CUNA Mutual Group March 2014 - June 2015
CUNA Mutual Group March 2013 - March 2014
FR&R December 2012 - March 2013
Rockford Park District May 2008 - August 2012
FR&R January 2011 - May 2011
First Investors March 2009 - June 2009
DiamlerChrysler May 2006 - August 2007
Skills
Accounting, Financial Analysis, Financial Statements, Auditing, Financial Accounting, Internal Audit, Risk Analysis, Personal Financial..., Microsoft Office, Public Speaking, Goal Oriented, Research, Microsoft Excel, Leadership, Time Management, Teamwork, Internal Controls
Education
Northern Illinois University 2010 — 2012
Masters of Science, Accounting
University of Illinois at Urbana-Champaign - College of Business 2005 — 2008
Bachelor of Science, Finance
CUNA Mutual Group June 2015 - Present
CUNA Mutual Group March 2014 - June 2015
CUNA Mutual Group March 2013 - March 2014
FR&R December 2012 - March 2013
Rockford Park District May 2008 - August 2012
FR&R January 2011 - May 2011
First Investors March 2009 - June 2009
DiamlerChrysler May 2006 - August 2007
Skills
Accounting, Financial Analysis, Financial Statements, Auditing, Financial Accounting, Internal Audit, Risk Analysis, Personal Financial..., Microsoft Office, Public Speaking, Goal Oriented, Research, Microsoft Excel, Leadership, Time Management, Teamwork, Internal Controls
Education
Northern Illinois University 2010 — 2012
Masters of Science, Accounting
University of Illinois at Urbana-Champaign - College of Business 2005 — 2008
Bachelor of Science, Finance
Matthew Wein Matthew Wein's First Investors Experience January 2014 - February 2014
Job Technology Applications Specialist at Ricoh Americas Corporation
Industry Information Technology and Services
Experience
Ricoh Americas Corporation May 2015 - Present
Ricoh Americas Corporation June 2014 - May 2015
Virginia Asset Management June 2013 - April 2014
First Investors January 2014 - February 2014
Randolph-Macon College May 2013 - August 2013
Kona Ice, Richmond March 2013 - April 2013
Premier Event Rentals June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Leadership, Microsoft Excel, Research, Public Speaking, Event Planning, Data Analysis, Marketing, Sales, Team Building, Budgets, Management, Strategic Planning, Fantasy Football
Education
Randolph-Macon College 2010 — 2014
Bachelor of Arts (B.A.), Economics/Business
Ricoh Americas Corporation May 2015 - Present
Ricoh Americas Corporation June 2014 - May 2015
Virginia Asset Management June 2013 - April 2014
First Investors January 2014 - February 2014
Randolph-Macon College May 2013 - August 2013
Kona Ice, Richmond March 2013 - April 2013
Premier Event Rentals June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Leadership, Microsoft Excel, Research, Public Speaking, Event Planning, Data Analysis, Marketing, Sales, Team Building, Budgets, Management, Strategic Planning, Fantasy Football
Education
Randolph-Macon College 2010 — 2014
Bachelor of Arts (B.A.), Economics/Business
Jenny Krein Jenny Krein's First Investors Experience February 2000 - January 2003
Job Pharmaceutical Sales Representative at GSK
Industry Medical Devices
Experience
GSK April 2014 - Present
Sizewise December 2012 - August 2013
Phonak October 2010 - June 2012
Phadia AB January 2009 - November 2010
Schering Plough 2004 - 2008
First Investors February 2000 - January 2003
Portland Trail Blazers June 1999 - September 1999
Salem-Keizer Volcanoes Baseball May 1999 - June 1999
United States Olympic Committee June 1998 - September 1998
Skills
Medical Devices, Healthcare, Market Development, Sales Operations, Capital Equipment, Management, Product Launch, Pharmaceutical Sales, Sales Management, Sales, Team Building, New Business Development, Selling, Managed Care, Marketing Strategy, Cardiology, Sales Presentations, Account Management, Cold Calling, Cross-functional Team..., Respiratory Disease
Education
Oregon State University 1995 — 1999
Bachelor of Science, Exercise Science
GSK April 2014 - Present
Sizewise December 2012 - August 2013
Phonak October 2010 - June 2012
Phadia AB January 2009 - November 2010
Schering Plough 2004 - 2008
First Investors February 2000 - January 2003
Portland Trail Blazers June 1999 - September 1999
Salem-Keizer Volcanoes Baseball May 1999 - June 1999
United States Olympic Committee June 1998 - September 1998
Skills
Medical Devices, Healthcare, Market Development, Sales Operations, Capital Equipment, Management, Product Launch, Pharmaceutical Sales, Sales Management, Sales, Team Building, New Business Development, Selling, Managed Care, Marketing Strategy, Cardiology, Sales Presentations, Account Management, Cold Calling, Cross-functional Team..., Respiratory Disease
Education
Oregon State University 1995 — 1999
Bachelor of Science, Exercise Science
Anthony Starcev Anthony Starcev's First Investors Experience March 2014 - September 2014
Job Operations Department Manager
Industry Health, Wellness and Fitness
Experience
Life Time - The Healthy Way of Life Company October 2014 - Present
First Investors March 2014 - September 2014
Life Time Fitness August 2013 - March 2014
Ramapo Athletics Fitness Center September 2009 - December 2012
First Investors June 2012 - August 2012
Hackensack Golf Course June 2011 - August 2012
Avalon Eyewear, Inc September 2008 - August 2009
Skills
Management, Operations Management, Marketing, Sales, Investments, Strategic Financial..., Corporate Finance, Statistics, Financial Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Access, Facebook, Event Planning, Public Speaking, Customer Service, Leadership
Education
Ramapo College of New Jersey 2009 — 2013
Bachelor's, Bus Admin:Finance
Anisfield School of Business
Bachelor of Science, Business Administration; Finance
Life Time - The Healthy Way of Life Company October 2014 - Present
First Investors March 2014 - September 2014
Life Time Fitness August 2013 - March 2014
Ramapo Athletics Fitness Center September 2009 - December 2012
First Investors June 2012 - August 2012
Hackensack Golf Course June 2011 - August 2012
Avalon Eyewear, Inc September 2008 - August 2009
Skills
Management, Operations Management, Marketing, Sales, Investments, Strategic Financial..., Corporate Finance, Statistics, Financial Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Access, Facebook, Event Planning, Public Speaking, Customer Service, Leadership
Education
Ramapo College of New Jersey 2009 — 2013
Bachelor's, Bus Admin:Finance
Anisfield School of Business
Bachelor of Science, Business Administration; Finance
Katie Sessler Katie Sessler's First Investors Experience June 2008 - November 2009
Job Customer Care Manager | Passionate about creating Brand Loyalty
Industry Consumer Services
Experience
adidas January 2015 - Present
adidas January 2014 - January 2015
Netflix Inc November 2009 - August 2013
First Investors June 2008 - November 2009
Obama for America February 2008 - May 2008
Kohl’s September 2006 - January 2008
Burgerville # 29 September 2004 - August 2006
Skills
Coaching, Management, Training, Leadership Development, Customer Service, Customer Satisfaction, Corporate Communications, Meeting Planning, Leading Meetings, Call Center, Technical Support, Call Centers, Process Improvement, Outlook, Time Management, Inventory Management, Analysis, Customer Experience, Telephone Skills, Troubleshooting, Human Resources, Team Leadership, Customer Retention, Quality Assurance
Education
University of Oregon 2006 — 2008
Bachelors of Science, Political Science, Business Administration
Mt. Hood Community College 2004 — 2006
Associate of Arts Oregon Transfer Degree, General Studies
adidas January 2015 - Present
adidas January 2014 - January 2015
Netflix Inc November 2009 - August 2013
First Investors June 2008 - November 2009
Obama for America February 2008 - May 2008
Kohl’s September 2006 - January 2008
Burgerville # 29 September 2004 - August 2006
Skills
Coaching, Management, Training, Leadership Development, Customer Service, Customer Satisfaction, Corporate Communications, Meeting Planning, Leading Meetings, Call Center, Technical Support, Call Centers, Process Improvement, Outlook, Time Management, Inventory Management, Analysis, Customer Experience, Telephone Skills, Troubleshooting, Human Resources, Team Leadership, Customer Retention, Quality Assurance
Education
University of Oregon 2006 — 2008
Bachelors of Science, Political Science, Business Administration
Mt. Hood Community College 2004 — 2006
Associate of Arts Oregon Transfer Degree, General Studies
Joseph (Joe) Bush's First Investors Experience June 1997 - August 1998
Job Regional Sales Manager with Greenway Health
Industry Hospital & Health Care
Experience
Greenway Health January 2012 - Present
RE/MAX June 2007 - January 2012
PulteGroup November 2002 - June 2007
Merrill Lynch August 1998 - November 2002
First Investors June 1997 - August 1998
First Investors June 1995 - June 1997
Skills
New Business Development, Negotiation, Marketing, Selling, Contract Negotiation, Strategic Planning, Sales, Sales Management, Account Management, Business Planning, Direct Sales, Leadership, Sales Process, Lead Generation, Team Building, Salesforce.com, Strategic Partnerships, CRM, Healthcare, Recruiting, Marketing Strategy, Sales Operations, Solution Selling, Real Estate, Business Development, Training, Management
Education
Regis University 2002 — 2003
Master of Business Administration (M.B.A.), Operations Management and Supervision
Regis University 2000 — 2002
Master of Business Administration (M.B.A.), Finance
University of Colorado at Boulder 1991 — 1995
Bachelor of Arts (B.A.), Economics
Greenway Health January 2012 - Present
RE/MAX June 2007 - January 2012
PulteGroup November 2002 - June 2007
Merrill Lynch August 1998 - November 2002
First Investors June 1997 - August 1998
First Investors June 1995 - June 1997
Skills
New Business Development, Negotiation, Marketing, Selling, Contract Negotiation, Strategic Planning, Sales, Sales Management, Account Management, Business Planning, Direct Sales, Leadership, Sales Process, Lead Generation, Team Building, Salesforce.com, Strategic Partnerships, CRM, Healthcare, Recruiting, Marketing Strategy, Sales Operations, Solution Selling, Real Estate, Business Development, Training, Management
Education
Regis University 2002 — 2003
Master of Business Administration (M.B.A.), Operations Management and Supervision
Regis University 2000 — 2002
Master of Business Administration (M.B.A.), Finance
University of Colorado at Boulder 1991 — 1995
Bachelor of Arts (B.A.), Economics
Gregg Burrell's First Investors Experience June 1987 - June 1990
Job Chartered Financial Consultant
Industry Financial Services
Experience
Financial Solutions Wealth Management 1990 - Present
Peak Advisor Alliance September 2007 - Present
First Investors June 1987 - June 1990
Skills
Financial Analysis, Retirement Planning, Investments, Wealth Management, Securities, Comprehensive Financial..., Mutual Funds, Series 6, Series 7, Series 24, Series 26, Series 63, Finance, Asset Allocation
Education
The American College 2000 — 2003
ChFC, Chartered Financial Consultant, Financial Planning
Minnesota State University, Mankato 1984 — 1987
Bachelor of Science (BS), Business Administration; Marketing & Management
Financial Solutions Wealth Management 1990 - Present
Peak Advisor Alliance September 2007 - Present
First Investors June 1987 - June 1990
Skills
Financial Analysis, Retirement Planning, Investments, Wealth Management, Securities, Comprehensive Financial..., Mutual Funds, Series 6, Series 7, Series 24, Series 26, Series 63, Finance, Asset Allocation
Education
The American College 2000 — 2003
ChFC, Chartered Financial Consultant, Financial Planning
Minnesota State University, Mankato 1984 — 1987
Bachelor of Science (BS), Business Administration; Marketing & Management
Duncan Sandlin Duncan Sandlin's First Investors Experience 2010 - 2010
Job Financial Professional at Axa Advisors
Industry Financial Services
Experience
Axa Advisors April 2014 - April 2015
Finacial Consultant / Investigative Research 2012 - 2014
Empirical Wealth Management 2011 - 2012
First Investors 2010 - 2010
Honolulu Police Department 2008 - 2009
Skills
Strategic Planning, Risk Management, Public Speaking, Asset Management, Investments, Portfolio Management, Financial Analysis, Business Analysis, Strategic Financial..., Research, Customer Service, Insurance, Retirement Savings, Estate Planning
Education
University of Portland 2013 — 2014
Masters of Science in Finance
University of Portland 2011 — 2012
Executive Certificate in Financial Planning, Certified Financial Planning
Portland State University 1999 — 2008
Portland State University 1999 — 2004
Bachelors, Liberal Science
Axa Advisors April 2014 - April 2015
Finacial Consultant / Investigative Research 2012 - 2014
Empirical Wealth Management 2011 - 2012
First Investors 2010 - 2010
Honolulu Police Department 2008 - 2009
Skills
Strategic Planning, Risk Management, Public Speaking, Asset Management, Investments, Portfolio Management, Financial Analysis, Business Analysis, Strategic Financial..., Research, Customer Service, Insurance, Retirement Savings, Estate Planning
Education
University of Portland 2013 — 2014
Masters of Science in Finance
University of Portland 2011 — 2012
Executive Certificate in Financial Planning, Certified Financial Planning
Portland State University 1999 — 2008
Portland State University 1999 — 2004
Bachelors, Liberal Science
Mark Rubey, MBA, CFP® Mark Rubey, MBA, CFP®'s First Investors Experience September 1984 - December 1987
Job VP, Client Services at Retirement Advisors of America
Industry Financial Services
Experience
Retirement Advisors of America September 2003 - Present
First Horizon Home Loans July 2000 - June 2002
Fidelity Investments September 1991 - June 2000
Pitney Bowes January 1990 - August 1991
Dillards January 1987 - December 1988
First Investors September 1984 - December 1987
Education
The University of Dallas
Master of Business Administration (M.B.A.), Financial Planning and Services, 4.0 Highest Honors
Northern Illinois University
Bachelor's Degree, Finance, General
Retirement Advisors of America September 2003 - Present
First Horizon Home Loans July 2000 - June 2002
Fidelity Investments September 1991 - June 2000
Pitney Bowes January 1990 - August 1991
Dillards January 1987 - December 1988
First Investors September 1984 - December 1987
Education
The University of Dallas
Master of Business Administration (M.B.A.), Financial Planning and Services, 4.0 Highest Honors
Northern Illinois University
Bachelor's Degree, Finance, General
Amruta Vyas Amruta Vyas's First Investors Experience October 2007 - September 2008
Job MBA Professional with Teaching and Research Experience in Marketing, Economics and International Affairs
Industry Research
Experience
United Nations ( Division of Social and Economic Affairs) January 2013 - August 2013
New York City Charter School Center September 2012 - July 2013
H L College of Commerce March 2010 - September 2010
Shri Chimanbhai Institute of Management and Research July 2009 - April 2010
First Investors October 2007 - September 2008
New York Institute January 2006 - December 2007
Citigroup Wealth Management June 2003 - August 2004
Education
New York Institute of Technology 2006 — 2008
Master of Business Administration
New York Institute of Technology-Old Westbury 2006 — 2008
Master of Business Administration (M.B.A.), International Business, 3.5
Gujrat University 2004 — 2005
Post Graduation Diploma, Banking, Corporate, Finance, and Securities Law
N.R. Institute of Business 2000 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
New York University
Professional Certificate, International Business and Finance
United Nations ( Division of Social and Economic Affairs) January 2013 - August 2013
New York City Charter School Center September 2012 - July 2013
H L College of Commerce March 2010 - September 2010
Shri Chimanbhai Institute of Management and Research July 2009 - April 2010
First Investors October 2007 - September 2008
New York Institute January 2006 - December 2007
Citigroup Wealth Management June 2003 - August 2004
Education
New York Institute of Technology 2006 — 2008
Master of Business Administration
New York Institute of Technology-Old Westbury 2006 — 2008
Master of Business Administration (M.B.A.), International Business, 3.5
Gujrat University 2004 — 2005
Post Graduation Diploma, Banking, Corporate, Finance, and Securities Law
N.R. Institute of Business 2000 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
New York University
Professional Certificate, International Business and Finance
Andy Dingler Andy Dingler's First Investors Experience June 2010 - August 2010
Job Senior Associate, Data Scientist | Advisory at PwC
Industry Pharmaceuticals
Experience
PwC July 2015 - Present
PwC September 2013 - June 2015
Oracle December 2012 - September 2013
Council Crest Capital, LLC July 2012 - November 2012
JPS Global Investments July 2012 - November 2012
IBM July 2012 - September 2012
La Jolla Cove Investors October 2011 - July 2012
First Investors June 2010 - August 2010
Skills
Valuation, Corporate Finance, Data Analysis, Microeconomics, Equities, Business Strategy, Risk Management, Predictive Analytics, Business Intelligence, Supply Chain Management, Financial Statement..., Tableau, OBIEE, Enterprise Architecture, Business Process, eBusiness Suite, Investments, Finance, Analytics, Portfolio Management
Education
Northwestern University 2015 — 2017
Master of Science (M.S.), Predictive Analytics
University of Oregon - Charles H. Lundquist College of Business 2007 — 2011
Bachelor of Science (B.S.), Business & Finance
PwC July 2015 - Present
PwC September 2013 - June 2015
Oracle December 2012 - September 2013
Council Crest Capital, LLC July 2012 - November 2012
JPS Global Investments July 2012 - November 2012
IBM July 2012 - September 2012
La Jolla Cove Investors October 2011 - July 2012
First Investors June 2010 - August 2010
Skills
Valuation, Corporate Finance, Data Analysis, Microeconomics, Equities, Business Strategy, Risk Management, Predictive Analytics, Business Intelligence, Supply Chain Management, Financial Statement..., Tableau, OBIEE, Enterprise Architecture, Business Process, eBusiness Suite, Investments, Finance, Analytics, Portfolio Management
Education
Northwestern University 2015 — 2017
Master of Science (M.S.), Predictive Analytics
University of Oregon - Charles H. Lundquist College of Business 2007 — 2011
Bachelor of Science (B.S.), Business & Finance
Steve Goebbert Steve Goebbert's First Investors Experience May 1994 - July 1994
Job Business Development and Sales Enablement at Zurich North America
Industry Professional Training & Coaching
Experience
Zurich North America August 2015 - Present
Walgreens Boots Alliance November 2013 - July 2015
Walgreens July 2011 - November 2013
Walgreens November 2004 - July 2011
Hudson July 2000 - November 2004
Kraft Foods July 2000 - November 2004
Mercury Insurance July 1994 - July 2000
First Investors May 1994 - July 1994
Transamerica December 1992 - May 1994
Skills
Learning, Website Development, Leadership Development, Salesforce.com, Blackboard, Sales Support, Usability, Instructional Design, E-learning Development, Learning Management, Web Development, Employee Engagement, Social Media, E-Learning, Project Management, Microsoft Office, Cornerstone, Sales Enablement, Training, Organizational..., Human Resources, Employee Training, Management, Performance Management, Sales Operations, Dreamweaver, Learning Management..., Needs Analysis, Selling Skills, Instructor-led Training, Captivate, Training Delivery, Sales, ADDIE, Blended Learning, Onboarding, Workshop Facilitation, Succession Planning, Talent Management, Performance Improvement, Career Development, HRIS, Organizational..., Hands-on Training
Education
Northern Illinois University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Harry D. Jacobs High School
Zurich North America August 2015 - Present
Walgreens Boots Alliance November 2013 - July 2015
Walgreens July 2011 - November 2013
Walgreens November 2004 - July 2011
Hudson July 2000 - November 2004
Kraft Foods July 2000 - November 2004
Mercury Insurance July 1994 - July 2000
First Investors May 1994 - July 1994
Transamerica December 1992 - May 1994
Skills
Learning, Website Development, Leadership Development, Salesforce.com, Blackboard, Sales Support, Usability, Instructional Design, E-learning Development, Learning Management, Web Development, Employee Engagement, Social Media, E-Learning, Project Management, Microsoft Office, Cornerstone, Sales Enablement, Training, Organizational..., Human Resources, Employee Training, Management, Performance Management, Sales Operations, Dreamweaver, Learning Management..., Needs Analysis, Selling Skills, Instructor-led Training, Captivate, Training Delivery, Sales, ADDIE, Blended Learning, Onboarding, Workshop Facilitation, Succession Planning, Talent Management, Performance Improvement, Career Development, HRIS, Organizational..., Hands-on Training
Education
Northern Illinois University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Harry D. Jacobs High School
Winston Savice Jr's First Investors Experience June 2014 - August 2014
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2014 - Present
Student Housing and Residential life January 2014 - May 2015
University of Houston August 2012 - May 2015
First Investors June 2014 - August 2014
Student Housing and Residential life August 2013 - May 2014
U.S. Department of Veterans Affairs June 2013 - July 2013
United States Marine Corps June 2006 - June 2012
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Game Theory, Stata, Leadership, Military, Team Building, Youth Mentoring, Mentoring, Financial Planning, Investments, public, Teamwork
Education
University of Houston 2012 — 2015
Bachelor of Science (BS), Economics
Northeastern University 2006 — 2008
Bachelor of Science (B.S.), Mathematics
Northwestern Mutual August 2014 - Present
Student Housing and Residential life January 2014 - May 2015
University of Houston August 2012 - May 2015
First Investors June 2014 - August 2014
Student Housing and Residential life August 2013 - May 2014
U.S. Department of Veterans Affairs June 2013 - July 2013
United States Marine Corps June 2006 - June 2012
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Game Theory, Stata, Leadership, Military, Team Building, Youth Mentoring, Mentoring, Financial Planning, Investments, public, Teamwork
Education
University of Houston 2012 — 2015
Bachelor of Science (BS), Economics
Northeastern University 2006 — 2008
Bachelor of Science (B.S.), Mathematics
Kristen Bay Kristen Bay's First Investors Experience January 2015 - Present
Job Financial Services Trainee at Foresters Financial
Industry Financial Services
Experience
Foresters Financial Services June 2015 - Present
First Investors January 2015 - Present
Lakeside Delicatessen September 2012 - Present
Montclair State University September 2011 - Present
Vector Marketing June 2012 - August 2012
Eleanor Connell School of Dance September 2009 - May 2011
Skills
Sales, Bilingual, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Payment Services, Teaching, Highly detail oriented, Work well under stress, Quick Thinker, Client Rapport, Phone Etiquette, Persuasive Presentations, Sales Presentations, Public Speaking, Teamwork, Time Management, Leadership, Social Media, Microsoft Office
Education
Montclair State University 2011 — 2015
Bachelor of Science (BS), International Business
Foresters Financial Services June 2015 - Present
First Investors January 2015 - Present
Lakeside Delicatessen September 2012 - Present
Montclair State University September 2011 - Present
Vector Marketing June 2012 - August 2012
Eleanor Connell School of Dance September 2009 - May 2011
Skills
Sales, Bilingual, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Payment Services, Teaching, Highly detail oriented, Work well under stress, Quick Thinker, Client Rapport, Phone Etiquette, Persuasive Presentations, Sales Presentations, Public Speaking, Teamwork, Time Management, Leadership, Social Media, Microsoft Office
Education
Montclair State University 2011 — 2015
Bachelor of Science (BS), International Business
david wourms david wourms's First Investors Experience January 2011 - April 2011
Job Customer Care Associate at Yahoo
Industry Internet
Experience
Yahoo April 2013 - Present
Xerox-ACS October 2011 - April 2013
First Investors January 2011 - April 2011
Hillsboro Feed Company July 2010 - September 2010
Netflix April 2009 - June 2010
Education
Portland State University 2006 — 2008
Bachelor of Arts, Advertising Management and Marketing
University of Oregon 2000 — 2005
Bachelor of Arts (B.A.), Art
Yahoo April 2013 - Present
Xerox-ACS October 2011 - April 2013
First Investors January 2011 - April 2011
Hillsboro Feed Company July 2010 - September 2010
Netflix April 2009 - June 2010
Education
Portland State University 2006 — 2008
Bachelor of Arts, Advertising Management and Marketing
University of Oregon 2000 — 2005
Bachelor of Arts (B.A.), Art
Michael Darr Michael Darr's First Investors Experience 1990 - 1992
Job Vice President at First Trust
Industry Investment Management
Experience
First Trust February 2006 - Present
SunTrust Investment Services May 1996 - February 2006
JPMorgan Chase & Co. 1994 - 1996
Dreyfus 1992 - 1994
First Investors 1990 - 1992
Skills
Portfolio Analysis, Core and Satellite..., Gap and Overlap..., ETF Comparisons, Economic Updates, Practice Management..., Client Presentations
Education
NYU
Bachelor's degree, Finance
Schreiber high school
First Trust February 2006 - Present
SunTrust Investment Services May 1996 - February 2006
JPMorgan Chase & Co. 1994 - 1996
Dreyfus 1992 - 1994
First Investors 1990 - 1992
Skills
Portfolio Analysis, Core and Satellite..., Gap and Overlap..., ETF Comparisons, Economic Updates, Practice Management..., Client Presentations
Education
NYU
Bachelor's degree, Finance
Schreiber high school
Victor Tang Victor Tang's First Investors Experience September 2004 - May 2007
Job Executive Recruiter at Robert Walters
Industry Financial Services
Experience
Robert Walters September 2013 - Present
Diamond Personnel 2013 - 2013
Merrill Lynch June 2007 - March 2010
First Investors September 2004 - May 2007
Education
New York University 1999 — 2003
Economics
Robert Walters September 2013 - Present
Diamond Personnel 2013 - 2013
Merrill Lynch June 2007 - March 2010
First Investors September 2004 - May 2007
Education
New York University 1999 — 2003
Economics
Ryan Petteys Ryan Petteys's First Investors Experience March 1999 - July 2000
Job Sales Executive at Recall
Industry Information Technology and Services
Experience
Recall April 2009 - Present
Cadence Group, Inc September 2006 - March 2009
DDGlobal February 2006 - September 2006
Merritt, Hawkins, & Associates November 2004 - February 2006
Aerotek, Inc October 2000 - October 2004
First Investors March 1999 - July 2000
Skills
-Microsoft Excel, -Netsuite CRM, -SalesForce CRM, CRM, Selling, Sales Process, Sales Management, Lead Generation, Sales Operations, Sales, Cold Calling, Strategic Partnerships, Management, Marketing Strategy, Leadership, Strategic Planning, Business Strategy, Negotiation, Marketing, Business Planning, Training, Competitive Analysis, Solution Selling, Salesforce.com, Account Management, Key Account Management, Business Development, Enterprise Software, Consulting, Direct Sales, B2B
Education
Michigan State University 1994 — 1999
Bachelors Degree, Telecommunications
ARMA International 2013 — 2013
Certficate Holder - Information Management Essentials for Solution Providers
Acclivus R3 Solutions
Selling Skills and Sales Operations, Master
Sandler Sales Institute
Recall April 2009 - Present
Cadence Group, Inc September 2006 - March 2009
DDGlobal February 2006 - September 2006
Merritt, Hawkins, & Associates November 2004 - February 2006
Aerotek, Inc October 2000 - October 2004
First Investors March 1999 - July 2000
Skills
-Microsoft Excel, -Netsuite CRM, -SalesForce CRM, CRM, Selling, Sales Process, Sales Management, Lead Generation, Sales Operations, Sales, Cold Calling, Strategic Partnerships, Management, Marketing Strategy, Leadership, Strategic Planning, Business Strategy, Negotiation, Marketing, Business Planning, Training, Competitive Analysis, Solution Selling, Salesforce.com, Account Management, Key Account Management, Business Development, Enterprise Software, Consulting, Direct Sales, B2B
Education
Michigan State University 1994 — 1999
Bachelors Degree, Telecommunications
ARMA International 2013 — 2013
Certficate Holder - Information Management Essentials for Solution Providers
Acclivus R3 Solutions
Selling Skills and Sales Operations, Master
Sandler Sales Institute
Susan Kingsley Susan Kingsley's First Investors Experience August 2004 - July 2010
Job Operations Liaison at First Investors Corporation
Industry Financial Services
Experience
Foresters Financial Services July 2003 - Present
First Investors August 2004 - July 2010
First Investors June 1998 - August 2004
First Investors September 1992 - June 1998
First Investors July 1986 - September 1992
First Investors May 1985 - June 1986
Farrell's Restaurant July 1982 - May 1985
Skills
Mutual Funds, Customer Service, Financial Services
Education
Montclair State University
Foresters Financial Services July 2003 - Present
First Investors August 2004 - July 2010
First Investors June 1998 - August 2004
First Investors September 1992 - June 1998
First Investors July 1986 - September 1992
First Investors May 1985 - June 1986
Farrell's Restaurant July 1982 - May 1985
Skills
Mutual Funds, Customer Service, Financial Services
Education
Montclair State University
Jesse Ullrich's First Investors Experience December 2011 - January 2012
Job Market Analyst at Travelers
Industry Financial Services
Experience
Travelers July 2014 - Present
Travelers July 2013 - July 2014
First Niagara Bank April 2012 - January 2013
First Investors December 2011 - January 2012
Skills
Bloomberg, Capital IQ, Bloomberg Terminal, Microsoft Excel, Product Management, Pricing Analysis, Business Strategy, Pricing Strategy, Property & Casualty..., Microsoft Office, Finance, PowerPoint, Credit Analysis, Banking, Zeus, Moodys, Social Media, Data Analysis, Insurance, Leadership, Access, Public Speaking, Financial Analysis, Teamwork, Customer Service
Education
Quinnipiac University 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Financial Management
Travelers July 2014 - Present
Travelers July 2013 - July 2014
First Niagara Bank April 2012 - January 2013
First Investors December 2011 - January 2012
Skills
Bloomberg, Capital IQ, Bloomberg Terminal, Microsoft Excel, Product Management, Pricing Analysis, Business Strategy, Pricing Strategy, Property & Casualty..., Microsoft Office, Finance, PowerPoint, Credit Analysis, Banking, Zeus, Moodys, Social Media, Data Analysis, Insurance, Leadership, Access, Public Speaking, Financial Analysis, Teamwork, Customer Service
Education
Quinnipiac University 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Financial Management
Andrea Braccialarghe Andrea Braccialarghe's First Investors Experience May 2010 - August 2010
Job Fund Administrator State Street Corporation
Industry Financial Services
Experience
State Street July 2014 - Present
State Street October 2012 - July 2014
State Street July 2011 - October 2012
First Investors May 2010 - August 2010
Skills
Microsoft Office 2007, Microsoft Office 2003, VBA, Bloomberg, Macros, Corporate Actions, Options, Bank Loans, Trade Verification &..., Futures, Financial Services, Bloomberg Terminal, Financial Analysis, Derivatives, NAV, GAAP, Internal Audit, Fixed Income, Fund Administration, ETFs
Education
Nichols College 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
Nichols College 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
State Street July 2014 - Present
State Street October 2012 - July 2014
State Street July 2011 - October 2012
First Investors May 2010 - August 2010
Skills
Microsoft Office 2007, Microsoft Office 2003, VBA, Bloomberg, Macros, Corporate Actions, Options, Bank Loans, Trade Verification &..., Futures, Financial Services, Bloomberg Terminal, Financial Analysis, Derivatives, NAV, GAAP, Internal Audit, Fixed Income, Fund Administration, ETFs
Education
Nichols College 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
Nichols College 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Patrick Brice Patrick Brice's First Investors Experience November 2013 - April 2014
Job Accounts Payable Specialist at Home Properties
Industry Accounting
Experience
Home Properties July 2015 - Present
First Investors November 2013 - April 2014
Conifer Realty, LLC June 2013 - September 2013
Lifetime Assistance, Inc. June 2012 - July 2013
Skills
Accounts Payable, Analytics, Community Outreach, Fundraising, Financial Analysis, Financial Markets, Financial Risk, Microsoft Office, Nonprofits, Public Speaking, Leadership, Time Management, Customer Service, Finance, Microsoft Excel, Budgets, Accounting, Analysis, Sales, Microsoft Word, QuickBooks, JDE Enterprise One, Alfresco, Lotus, PowerPoint
Education
State University of New York College at Brockport 2010 — 2013
Bachelor of Science (BS), Accounting and Finance, 3.3
Monroe Community College 2004 — 2005
Liberal Arts and Sciences/Liberal Studies
Home Properties July 2015 - Present
First Investors November 2013 - April 2014
Conifer Realty, LLC June 2013 - September 2013
Lifetime Assistance, Inc. June 2012 - July 2013
Skills
Accounts Payable, Analytics, Community Outreach, Fundraising, Financial Analysis, Financial Markets, Financial Risk, Microsoft Office, Nonprofits, Public Speaking, Leadership, Time Management, Customer Service, Finance, Microsoft Excel, Budgets, Accounting, Analysis, Sales, Microsoft Word, QuickBooks, JDE Enterprise One, Alfresco, Lotus, PowerPoint
Education
State University of New York College at Brockport 2010 — 2013
Bachelor of Science (BS), Accounting and Finance, 3.3
Monroe Community College 2004 — 2005
Liberal Arts and Sciences/Liberal Studies
Pamela Tafelski Lindner Pamela Tafelski Lindner's First Investors Experience January 2004 - January 2007
Job The Forbes Company / Somerset Collection
Industry Marketing and Advertising
Experience
THE FORBES COMPANY /SOMERSET COLLECTION January 2010 - Present
Stella & Dot January 2009 - January 2011
First Investors January 2004 - January 2007
THE FORBES COMPANY / SOMERSET COLLECTION January 2000 - January 2003
BRISTOL-MYERS SQUIBB / BORON LEPORE GROUP January 1997 - January 2000
Skills
Marketing, Training, Management, Recruiting, Event Planning, Sales, Human Resources, CRM, Program Management, Budgets, Project Management, Event Management, Customer Service, Public Speaking
Education
Oakland University
Bachelor of Arts, Sociology
THE FORBES COMPANY /SOMERSET COLLECTION January 2010 - Present
Stella & Dot January 2009 - January 2011
First Investors January 2004 - January 2007
THE FORBES COMPANY / SOMERSET COLLECTION January 2000 - January 2003
BRISTOL-MYERS SQUIBB / BORON LEPORE GROUP January 1997 - January 2000
Skills
Marketing, Training, Management, Recruiting, Event Planning, Sales, Human Resources, CRM, Program Management, Budgets, Project Management, Event Management, Customer Service, Public Speaking
Education
Oakland University
Bachelor of Arts, Sociology
Myat Thida Win Myat Thida Win's First Investors Experience January 2014 - January 2014
Job
Industry
Experience
Randolph-Macon College February 2014 - Present
Randolph-Macon College September 2013 - Present
Randolph-Macon College September 2012 - Present
Randolph-Macon College November 2011 - Present
Randolph-Macon College June 2014 - August 2014
Western Washington University June 2014 - June 2014
First Investors January 2014 - January 2014
Skills
Budgets, Research, Negotiation, Market Research, Leadership, English, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Outlook, Strategic Planning, Windows, Econometrics, Statistics
Education
Randolph-Macon College 2011 — 2015
BA, Economics/Business and Political Science, 3.85
Randolph-Macon College February 2014 - Present
Randolph-Macon College September 2013 - Present
Randolph-Macon College September 2012 - Present
Randolph-Macon College November 2011 - Present
Randolph-Macon College June 2014 - August 2014
Western Washington University June 2014 - June 2014
First Investors January 2014 - January 2014
Skills
Budgets, Research, Negotiation, Market Research, Leadership, English, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Outlook, Strategic Planning, Windows, Econometrics, Statistics
Education
Randolph-Macon College 2011 — 2015
BA, Economics/Business and Political Science, 3.85
Apurva Sanghvi Apurva Sanghvi's First Investors Experience September 2009 - January 2010
Job Sr. Financial Analyst at Honeywell
Industry Chemicals
Experience
Honeywell May 2015 - Present
Philips August 2013 - May 2015
Philips July 2011 - August 2013
Philips June 2010 - June 2011
First Investors September 2009 - January 2010
Enterprise Rent-A-Car May 2009 - January 2010
Skills
Microsoft Office, SAP, Eviews, Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Forecasting, Access, Financial Modeling, Microsoft Word, Pivot Tables, Process Improvement, Outlook, Variance Analysis, Financial Forecasting, Financial Reporting, Visio, Budgets, Management
Education
Rutgers Graduate Business School 2012 — 2014
Rutgers University-New Brunswick 2006 — 2010
BS, Economics & Psychology
Honeywell May 2015 - Present
Philips August 2013 - May 2015
Philips July 2011 - August 2013
Philips June 2010 - June 2011
First Investors September 2009 - January 2010
Enterprise Rent-A-Car May 2009 - January 2010
Skills
Microsoft Office, SAP, Eviews, Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Forecasting, Access, Financial Modeling, Microsoft Word, Pivot Tables, Process Improvement, Outlook, Variance Analysis, Financial Forecasting, Financial Reporting, Visio, Budgets, Management
Education
Rutgers Graduate Business School 2012 — 2014
Rutgers University-New Brunswick 2006 — 2010
BS, Economics & Psychology
Matthew Garnett Matthew Garnett's First Investors Experience May 2012 - August 2012
Job Client Research Analyst at Greenwich Associates
Industry Financial Services
Experience
Greenwich Associates November 2013 - Present
Mercury Solar Systems May 2012 - October 2013
First Investors May 2012 - August 2012
Greenwich Aquaria June 2010 - May 2012
Greenwich Ear Nose & Throat May 2008 - August 2011
North Castle Partners February 2011 - February 2011
Skills
Microsoft Word, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Financial Analysis, Statistical Modeling, Access
Education
Western Connecticut State University 2011 — 2013
Bachelor of Business Administration (BBA), Finance - "Investments and Markets"
Purdue University
Purdue University
Greenwich Associates November 2013 - Present
Mercury Solar Systems May 2012 - October 2013
First Investors May 2012 - August 2012
Greenwich Aquaria June 2010 - May 2012
Greenwich Ear Nose & Throat May 2008 - August 2011
North Castle Partners February 2011 - February 2011
Skills
Microsoft Word, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Financial Analysis, Statistical Modeling, Access
Education
Western Connecticut State University 2011 — 2013
Bachelor of Business Administration (BBA), Finance - "Investments and Markets"
Purdue University
Purdue University
Joseph Nowicki's First Investors Experience May 2007 - August 2007
Job Web Developer / Social Media Marketing at Jackel Inc.
Industry Building Materials
Experience
Jackel Inc. July 2012 - Present
J. Ross Marketing, Inc. June 2009 - Present
SumpPumpSupplies.com January 2013 - Present
Tower Hill Trading January 2009 - June 2009
LaSalle Futures Group June 2008 - September 2008
First Investors May 2007 - August 2007
Skills
Sales, Analysis, Marketing, Account Management, Microsoft Excel, Inventory Management, Sales Management, Sales Operations, Manufacturing, Microsoft Office, Project Planning, Management, Research, Python, HTML and CSS, Social Media, Java, C++, C, JavaScript, Ruby on Rails, Scala, SQL, R, SEO, Google Adwords, Google Analytics, Google Webmaster Tools, Facebook, Twitter, WordPress, Blogger, eCommerce
Education
DePaul University - College of Computing and Digital Media 2012 — 2016
Masters (MS), Computer Science, GPA: 3.3 / 4.0
Purdue University - Krannert School of Management 2003 — 2007
Bachelor of Science (BS), Economics, Minors in Management and Political Science
Jackel Inc. July 2012 - Present
J. Ross Marketing, Inc. June 2009 - Present
SumpPumpSupplies.com January 2013 - Present
Tower Hill Trading January 2009 - June 2009
LaSalle Futures Group June 2008 - September 2008
First Investors May 2007 - August 2007
Skills
Sales, Analysis, Marketing, Account Management, Microsoft Excel, Inventory Management, Sales Management, Sales Operations, Manufacturing, Microsoft Office, Project Planning, Management, Research, Python, HTML and CSS, Social Media, Java, C++, C, JavaScript, Ruby on Rails, Scala, SQL, R, SEO, Google Adwords, Google Analytics, Google Webmaster Tools, Facebook, Twitter, WordPress, Blogger, eCommerce
Education
DePaul University - College of Computing and Digital Media 2012 — 2016
Masters (MS), Computer Science, GPA: 3.3 / 4.0
Purdue University - Krannert School of Management 2003 — 2007
Bachelor of Science (BS), Economics, Minors in Management and Political Science
Lisa DeAlvandros Lisa DeAlvandros's First Investors Experience December 1996 - July 2003
Job
Industry Individual & Family Services
Experience
Cabarrus County Guardian ad Litem January 2006 - Present
First Investors December 1996 - July 2003
Education
Rowan-Cabarrus Community College
A.A, Criminal Justice
University of North Carolina
Peer Support Certification
University of North Carolina
B.A, Criminal Justice
Cabarrus County Guardian ad Litem January 2006 - Present
First Investors December 1996 - July 2003
Education
Rowan-Cabarrus Community College
A.A, Criminal Justice
University of North Carolina
Peer Support Certification
University of North Carolina
B.A, Criminal Justice
Kate Samuelson Kate Samuelson's First Investors Experience February 2009 - July 2009
Job Account Executive at Robert Half
Industry Staffing and Recruiting
Experience
Robert Half January 2015 - Present
Minnesota School of Business July 2010 - January 2015
American Income Life Insurance Company July 2009 - September 2010
First Investors February 2009 - July 2009
Skills
Temporary Placement, Leadership, Recruiting, Management, Sales, Employee Benefits, Customer Retention, Networking, Strategy, Customer Service, Cold Calling, Training, Interviews, Human Resources, Time Management, Customer Satisfaction, Marketing, Insurance, Account Management, Microsoft Word, Microsoft Office, Office 365, Customer Relations, Business Development
Education
Minnesota School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Minnesota State University, Mankato 2002 — 2008
Bachelor of Science (BS), Finance, General
Robert Half January 2015 - Present
Minnesota School of Business July 2010 - January 2015
American Income Life Insurance Company July 2009 - September 2010
First Investors February 2009 - July 2009
Skills
Temporary Placement, Leadership, Recruiting, Management, Sales, Employee Benefits, Customer Retention, Networking, Strategy, Customer Service, Cold Calling, Training, Interviews, Human Resources, Time Management, Customer Satisfaction, Marketing, Insurance, Account Management, Microsoft Word, Microsoft Office, Office 365, Customer Relations, Business Development
Education
Minnesota School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Minnesota State University, Mankato 2002 — 2008
Bachelor of Science (BS), Finance, General
William Topping William Topping's First Investors Experience January 2015 - February 2015
Job Student at RandolphMacon College
Industry Financial Services
Experience
Ferguson Enterprises April 2015 - Present
First Investors January 2015 - February 2015
Skills
Microsoft Excel, Sales, Finance, Microsoft Office
Education
Randolph-Macon College 2010 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics
Ferguson Enterprises April 2015 - Present
First Investors January 2015 - February 2015
Skills
Microsoft Excel, Sales, Finance, Microsoft Office
Education
Randolph-Macon College 2010 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics
Lindsay Berg's First Investors Experience 2008 - 2009
Job Senior Auditor at Cotton & Company LLP
Industry Accounting
Experience
Cotton & Company LLP 2012 - Present
Cotton & Company LLP 2009 - 2011
First Investors 2008 - 2009
Skills
Auditing, OMB Circular A-123, Internal Controls, Accounting, General Ledger, Account Reconciliation, Development &...
Education
Robert Morris University 2005 — 2009
Bachelor of Science in Business Administration, Accounting
Cotton & Company LLP 2012 - Present
Cotton & Company LLP 2009 - 2011
First Investors 2008 - 2009
Skills
Auditing, OMB Circular A-123, Internal Controls, Accounting, General Ledger, Account Reconciliation, Development &...
Education
Robert Morris University 2005 — 2009
Bachelor of Science in Business Administration, Accounting
Christine Hendren Christine Hendren's First Investors Experience January 2012 - January 2013
Job Freight Broker
Industry Higher Education
Experience
Freightquote/C.H. Robinson March 2015 - Present
Self employed 2012 - Present
Farmers Insurance October 2013 - March 2015
Citi October 2000 - July 2013
First Investors January 2012 - January 2013
Citifinancial February 2005 - October 2006
Skills
Underwriting, Refinance, Coaching, Workforce Development, Retirement Planning, Licensed Life & Health..., Sales Presentations, Mortgage Underwriting, Mortgage Servicing, Home Equity Loans, Mentoring Of Staff, Credit Analysis, Credit Cards, Credit Scoring, Title Searches, Title Clearing, Remote Monitoring, Collections, Financial Education, Skip Tracing, Accounts Payable, Accounts Receivable, Vendor Management..., Telephone Skills, Microsoft Office, Creative Problem Solving, Compliance, RESPA, FDCPA, Fair Housing, Internal Audit, Progress Monitoring, Written & Oral..., Process Improvement, Asset Allocation, 401k, Cold Calling, Mutual Funds, Life Insurance, Cash Management, FHA, Financial Services, Consumer Lending, Small Business Lending, Relationship Management, Securities, Finance, Loans, Strategic Financial..., Accounting
Education
Park University 2009 — 2013
Bachelor of Science (BS), Finance, General
Central High School 1992 — 1996
Bachelor's degree, Finance and Financial Management Services
Freightquote/C.H. Robinson March 2015 - Present
Self employed 2012 - Present
Farmers Insurance October 2013 - March 2015
Citi October 2000 - July 2013
First Investors January 2012 - January 2013
Citifinancial February 2005 - October 2006
Skills
Underwriting, Refinance, Coaching, Workforce Development, Retirement Planning, Licensed Life & Health..., Sales Presentations, Mortgage Underwriting, Mortgage Servicing, Home Equity Loans, Mentoring Of Staff, Credit Analysis, Credit Cards, Credit Scoring, Title Searches, Title Clearing, Remote Monitoring, Collections, Financial Education, Skip Tracing, Accounts Payable, Accounts Receivable, Vendor Management..., Telephone Skills, Microsoft Office, Creative Problem Solving, Compliance, RESPA, FDCPA, Fair Housing, Internal Audit, Progress Monitoring, Written & Oral..., Process Improvement, Asset Allocation, 401k, Cold Calling, Mutual Funds, Life Insurance, Cash Management, FHA, Financial Services, Consumer Lending, Small Business Lending, Relationship Management, Securities, Finance, Loans, Strategic Financial..., Accounting
Education
Park University 2009 — 2013
Bachelor of Science (BS), Finance, General
Central High School 1992 — 1996
Bachelor's degree, Finance and Financial Management Services
Robert Macchi's First Investors Experience July 2008 - February 2009
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch January 2013 - September 2014
Bank of America August 2009 - January 2013
First Investors July 2008 - February 2009
Credit Agricole Cheuvreux 2007 - 2007
Skills
Series 7, M&A experience, Strategic Planning, Strategic Partnerships, International Sales, Relation Management, Mutual Funds, Separately Managed..., Series 63, Financial Advisory, Investments, Asset Allocation, Wealth Management..., Series 65, Series 6, Wealth Management, Uniform Combined State..., Fixed Income
Education
Northeastern University 2013 — 2015
Masters of Finance and International Business, International Business and Finance
Quinnipiac University - School of Business 2004 — 2008
BS, Finance
Merrill Lynch September 2014 - Present
Merrill Lynch January 2013 - September 2014
Bank of America August 2009 - January 2013
First Investors July 2008 - February 2009
Credit Agricole Cheuvreux 2007 - 2007
Skills
Series 7, M&A experience, Strategic Planning, Strategic Partnerships, International Sales, Relation Management, Mutual Funds, Separately Managed..., Series 63, Financial Advisory, Investments, Asset Allocation, Wealth Management..., Series 65, Series 6, Wealth Management, Uniform Combined State..., Fixed Income
Education
Northeastern University 2013 — 2015
Masters of Finance and International Business, International Business and Finance
Quinnipiac University - School of Business 2004 — 2008
BS, Finance
Ritchell Madikaegbu Ritchell Madikaegbu's First Investors Experience January 2013 - 2013
Job Junior Accountant at Prince George's County Economic Development Corporation
Industry International Trade and Development
Experience
Prince George's County Economic Development Corporation January 2013 - Present
First Investors January 2013 - 2013
Morgan Stanley August 2010 - January 2012
Prince George's County Economic Development Corporation July 2008 - November 2008
Sonatta Camara Real Estate Group June 2007 - August 2008
ARAMARK Refreshment Services September 2005 - December 2005
Skills
Budgets, Research, Business Development, Market Research, Management, Sales, Market Planning, Start-ups, Economics, Personal Financial..., Operations Management, Accounting, Leadership, Financial Services, Fundraising, Customer Service, Marketing, Program Management, Project Management, Finance, Strategic Planning
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
BS, Finance, International Business
Prince George's Community College 2006 — 2008
AS, Business Administration
Landmark
SKEMA Business School
Prince George's County Economic Development Corporation January 2013 - Present
First Investors January 2013 - 2013
Morgan Stanley August 2010 - January 2012
Prince George's County Economic Development Corporation July 2008 - November 2008
Sonatta Camara Real Estate Group June 2007 - August 2008
ARAMARK Refreshment Services September 2005 - December 2005
Skills
Budgets, Research, Business Development, Market Research, Management, Sales, Market Planning, Start-ups, Economics, Personal Financial..., Operations Management, Accounting, Leadership, Financial Services, Fundraising, Customer Service, Marketing, Program Management, Project Management, Finance, Strategic Planning
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
BS, Finance, International Business
Prince George's Community College 2006 — 2008
AS, Business Administration
Landmark
SKEMA Business School
Charles P. Fischbach Charles P. Fischbach's First Investors Experience March 2012 - December 2012
Job Associate Accountant at Breeden & Associates, LTD
Industry Accounting
Experience
Breeden & Associates, LTD November 2014 - Present
Sodexo September 2014 - November 2014
Woodford County Health Department June 2013 - September 2014
Energy Home Insulation, Inc. December 2012 - June 2013
First Investors March 2012 - December 2012
Community State Bank of Rock Falls May 2010 - February 2012
Clifton Gunderson LLP January 2011 - April 2011
Frito Lay May 2007 - November 2010
Sterling Park District May 2006 - October 2010
Skills
Accounting, Financial Analysis, Financial Accounting, QuickBooks, Microsoft Excel, Financial Reporting, Microsoft Office, Accounts Payable, Microsoft Word, PowerPoint, Banking, Tax, Credit, Access, Finance, Management, Customer Service
Education
Northern Illinois University 2009 — 2012
Bachelor of Science, Accountancy
Sauk Valley Community College 2007 — 2009
Associate of Science, Business/Commerce, General
Breeden & Associates, LTD November 2014 - Present
Sodexo September 2014 - November 2014
Woodford County Health Department June 2013 - September 2014
Energy Home Insulation, Inc. December 2012 - June 2013
First Investors March 2012 - December 2012
Community State Bank of Rock Falls May 2010 - February 2012
Clifton Gunderson LLP January 2011 - April 2011
Frito Lay May 2007 - November 2010
Sterling Park District May 2006 - October 2010
Skills
Accounting, Financial Analysis, Financial Accounting, QuickBooks, Microsoft Excel, Financial Reporting, Microsoft Office, Accounts Payable, Microsoft Word, PowerPoint, Banking, Tax, Credit, Access, Finance, Management, Customer Service
Education
Northern Illinois University 2009 — 2012
Bachelor of Science, Accountancy
Sauk Valley Community College 2007 — 2009
Associate of Science, Business/Commerce, General
Dave Milbut Dave Milbut's First Investors Experience May 1988 - May 1990
Job Application Develipment Specialist at TMG Health
Industry Information Technology and Services
Experience
TMG Health January 2015 - Present
Prudential Financial June 2010 - October 2013
Prudential Financial May 1998 - June 2010
Prudential Financial May 1994 - May 1998
Prudential Financial May 1992 - May 1994
Print Data Corporation May 1990 - May 1992
First Investors May 1988 - May 1990
First Investors March 1986 - May 1988
Skills
WPF Development, WCF Services, C# 4.0, Web Design, Web Development, ASP.NET AJAX, ASP.NET, Visual C++, Photoshop, Systems Analysis, XML, XSLT, Collaborative Problem..., Project Delivery, User Controls, Java Enterprise Edition, JSP, JDBC, DHTML, HTML, JavaScript, ASP, SDLC, Computer Programming, Requirements Analysis, Front End Developers, MVVM, XAML, CSS, Backend Development, AJAX Toolkit, .NET CLR, C++, Application..., Problem Solving, Abstraction, Front-end Coding, Technology Research, Software Design Patterns, Information Seeking, Event Handling, XMLBeans, W3C Standards, DOM Scripting, Hardware Installation, IT Hardware Support, Visual Basic 5.0/6.0, Visual Interdev, COM Interop, Purchasing
Education
Middlesex County College 1990 — 1992
Associate in Applied Science (AAS), Computer Science
TMG Health January 2015 - Present
Prudential Financial June 2010 - October 2013
Prudential Financial May 1998 - June 2010
Prudential Financial May 1994 - May 1998
Prudential Financial May 1992 - May 1994
Print Data Corporation May 1990 - May 1992
First Investors May 1988 - May 1990
First Investors March 1986 - May 1988
Skills
WPF Development, WCF Services, C# 4.0, Web Design, Web Development, ASP.NET AJAX, ASP.NET, Visual C++, Photoshop, Systems Analysis, XML, XSLT, Collaborative Problem..., Project Delivery, User Controls, Java Enterprise Edition, JSP, JDBC, DHTML, HTML, JavaScript, ASP, SDLC, Computer Programming, Requirements Analysis, Front End Developers, MVVM, XAML, CSS, Backend Development, AJAX Toolkit, .NET CLR, C++, Application..., Problem Solving, Abstraction, Front-end Coding, Technology Research, Software Design Patterns, Information Seeking, Event Handling, XMLBeans, W3C Standards, DOM Scripting, Hardware Installation, IT Hardware Support, Visual Basic 5.0/6.0, Visual Interdev, COM Interop, Purchasing
Education
Middlesex County College 1990 — 1992
Associate in Applied Science (AAS), Computer Science
Eric Choy Eric Choy's First Investors Experience June 2008 - August 2008
Job AMG Development Program Associate at PNC Wealth Management
Industry Financial Services
Experience
PNC February 2015 - Present
PNC April 2013 - February 2015
PNC October 2011 - April 2013
Morgan Stanley June 2009 - August 2009
First Investors June 2008 - August 2008
Skills
Marketing, Marketing Strategy, Marketing Communications, Office Administration, Organization, Communication, Positive Team Player, Energetic team player, Leadership, Creativity Skills, Sales, Event Planning, Credit, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Outlook
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2014
Master of Business Administration (M.B.A.), Finance/Supply Chain Management
University of Pittsburgh 2008 — 2010
Bachelor's Degree, Business Administration/Marketing
New Jersey Institute of Technology - School of Management 2006 — 2008
Business Administration and Management, General
Wayne Valley 2002 — 2006
High School
PNC February 2015 - Present
PNC April 2013 - February 2015
PNC October 2011 - April 2013
Morgan Stanley June 2009 - August 2009
First Investors June 2008 - August 2008
Skills
Marketing, Marketing Strategy, Marketing Communications, Office Administration, Organization, Communication, Positive Team Player, Energetic team player, Leadership, Creativity Skills, Sales, Event Planning, Credit, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Outlook
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2014
Master of Business Administration (M.B.A.), Finance/Supply Chain Management
University of Pittsburgh 2008 — 2010
Bachelor's Degree, Business Administration/Marketing
New Jersey Institute of Technology - School of Management 2006 — 2008
Business Administration and Management, General
Wayne Valley 2002 — 2006
High School
Joyce Kotusky-Dedmon Joyce Kotusky-Dedmon's First Investors Experience October 1987 - Present
Job Broker Dealer Services Specialist at First Investors
Industry Financial Services
Experience
First Investors October 1987 - Present
Skills
Mutual Funds, Finance, Microsoft Excel, Accounting, Series 6, Customer Service, Investments, Asset Allocation, Insurance, Asset Management, Sales
Education
St. John's University, Staten Island NY 1991 — 1998
Finance and Economics
Middlesex County College 1986 — 1990
Associate's degree, Accounting
First Investors October 1987 - Present
Skills
Mutual Funds, Finance, Microsoft Excel, Accounting, Series 6, Customer Service, Investments, Asset Allocation, Insurance, Asset Management, Sales
Education
St. John's University, Staten Island NY 1991 — 1998
Finance and Economics
Middlesex County College 1986 — 1990
Associate's degree, Accounting
Jeremy Rath Jeremy Rath's First Investors Experience December 2011 - June 2013
Job Investment Advisor Representative
Industry Financial Services
Experience
Beaumont Health System September 2015 - Present
Vantage Financial Group, Inc. July 2013 - Present
First Investors December 2011 - June 2013
Education
Michigan State University 2008 — 2012
Bachelor of Arts (B.A.), Finance
Beaumont Health System September 2015 - Present
Vantage Financial Group, Inc. July 2013 - Present
First Investors December 2011 - June 2013
Education
Michigan State University 2008 — 2012
Bachelor of Arts (B.A.), Finance
Javon Thompson Javon Thompson's First Investors Experience September 2011 - March 2012
Job Global data analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2015 - Present
Bloomberg LP October 2013 - Present
The Walt Disney Company June 2012 - January 2013
First Investors September 2011 - March 2012
Verizon Wireless June 2010 - February 2011
Skills
Microsoft Excel, PL/SQL, Microsoft Word, PowerPoint, SAP, SQL, Financial Analysis
Education
Montclair State University 2007 — 2012
Bachelor of Science (BS), Economics
Bloomberg LP January 2015 - Present
Bloomberg LP October 2013 - Present
The Walt Disney Company June 2012 - January 2013
First Investors September 2011 - March 2012
Verizon Wireless June 2010 - February 2011
Skills
Microsoft Excel, PL/SQL, Microsoft Word, PowerPoint, SAP, SQL, Financial Analysis
Education
Montclair State University 2007 — 2012
Bachelor of Science (BS), Economics
Jay R. Kemmerer Jay R. Kemmerer's First Investors Experience August 1984 - February 1985
Job CEO at Berkshire Advisors, Inc.
Industry Investment Management
Experience
Berkshire Advisors,Inc. Registered Investment Advisor January 2003 - Present
Kemmerer & Co. January 1992 - Present
Penn Street Fund,Inc January 2007 - December 2010
SunAmerica Financial Services January 1989 - December 1991
First Investors August 1984 - February 1985
Skills
Estate Planning, Insurance, Financial Planners, Financial Analysis, Life Insurance, Public Speaking, Investment Advisory, Investment Strategies, Business Planning, Strategic Planning, Fundraising, 401k Rollovers, Personal Financial..., Wealth Accumulation..., Wealth Preservation..., Business Owner Planning, Real Estate, Finding Financial..., Insurance Planning, 401k Design &...
Education
Oley Valley HS 1974 — 1977
Academic
Penn State University
Business Administration and Management, General
Berkshire Advisors,Inc. Registered Investment Advisor January 2003 - Present
Kemmerer & Co. January 1992 - Present
Penn Street Fund,Inc January 2007 - December 2010
SunAmerica Financial Services January 1989 - December 1991
First Investors August 1984 - February 1985
Skills
Estate Planning, Insurance, Financial Planners, Financial Analysis, Life Insurance, Public Speaking, Investment Advisory, Investment Strategies, Business Planning, Strategic Planning, Fundraising, 401k Rollovers, Personal Financial..., Wealth Accumulation..., Wealth Preservation..., Business Owner Planning, Real Estate, Finding Financial..., Insurance Planning, 401k Design &...
Education
Oley Valley HS 1974 — 1977
Academic
Penn State University
Business Administration and Management, General
Keith Beasley Keith Beasley's First Investors Experience August 2014 - March 2015
Job Independent Contractor at World Financial Group (WFG) and Author of A Way Forward
Industry Financial Services
Experience
World Financial Group (WFG) June 2015 - Present
Author March 2014 - Present
First Investors August 2014 - March 2015
TLB Media and Entertainment Consulting January 2011 - August 2014
Harvest of Hope Family Services Network, In May 2011 - October 2011
Merrill Lynch June 2010 - October 2010
AXA Advisors July 2009 - January 2010
Smith Barney December 2006 - April 2009
Skills
Series 7, Series 63, Fixed Income, Equities, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Mutual Funds, Wealth Management, Securities, Investment Strategies, CFA Level one candidate, Entrepreneurship, Financial Advisory, Analysis
Education
Morehouse College
Bachelor of Arts, Business Administration, Finance
World Financial Group (WFG) June 2015 - Present
Author March 2014 - Present
First Investors August 2014 - March 2015
TLB Media and Entertainment Consulting January 2011 - August 2014
Harvest of Hope Family Services Network, In May 2011 - October 2011
Merrill Lynch June 2010 - October 2010
AXA Advisors July 2009 - January 2010
Smith Barney December 2006 - April 2009
Skills
Series 7, Series 63, Fixed Income, Equities, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Mutual Funds, Wealth Management, Securities, Investment Strategies, CFA Level one candidate, Entrepreneurship, Financial Advisory, Analysis
Education
Morehouse College
Bachelor of Arts, Business Administration, Finance
Christopher Witkowski's First Investors Experience January 2011 - July 2011
Job Sales Supervisor at iCan Benefit Group
Industry Insurance
Experience
iCan Benefit Group April 2012 - Present
First Investors January 2011 - July 2011
BoConcept A/S March 2010 - November 2010
Skills
Sales Management, Health Insurance, Employee Benefits, Training, New Business Development, Public Speaking, Team Leadership, Business Analysis, Operations Management, Human Resources, Communication, Public Relations, Consulting, Customer Service, Insurance, Life Insurance, Marketing, Marketing Strategy, Sales, Team Building
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2010
Bachelor of Arts (B.A.), Business Management, Marketing, and Related Support Services
iCan Benefit Group April 2012 - Present
First Investors January 2011 - July 2011
BoConcept A/S March 2010 - November 2010
Skills
Sales Management, Health Insurance, Employee Benefits, Training, New Business Development, Public Speaking, Team Leadership, Business Analysis, Operations Management, Human Resources, Communication, Public Relations, Consulting, Customer Service, Insurance, Life Insurance, Marketing, Marketing Strategy, Sales, Team Building
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2010
Bachelor of Arts (B.A.), Business Management, Marketing, and Related Support Services
Karl Sipperley Karl Sipperley's First Investors Experience September 1994 - February 1995
Job Trading and Financial Systems Support Analyst
Industry Information Technology and Services
Experience
New York Stock Exchange August 2013 - December 2014
Old Rhinebeck Aerodrome July 2008 - October 2014
KFS ENTERPRISES June 1995 - August 2013
Barclays Capital October 2010 - August 2011
Lehman Brothers June 2007 - April 2009
Thomson Financial March 2007 - May 2007
Bank of America January 1997 - April 2006
First Investors September 1994 - February 1995
Skills
SLA, Unix, Systems Analysis, Data Center, ITIL, Market Data, Troubleshooting, Red Hat Linux, HPService Center, Finance, Databases, Perl, Trading Systems, Technical Support, Disaster Recovery, Staff Training, Tidal Enterprise..., SQL, Operating Systems, Windows, Customer Service, Java, HP Openview, Weblogic, Information Technology, Publishing, Sybase, SharePoint, Autosys, Hardware, HP-UX, Websphere, Servers, MS-DOS, Computer Operations, Technical Writing, PVCS, SunOS, Database Tools, BMC Remedy, Help Desk Management, Low-latency systems, Applications Support, HP OmniBack, Program Management, Website Administration, DBArtisan, HP9000
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1988 — 1993
Bachelor's degree, Management, Finance
Rhinebeck Central School 1983 — 1988
Regents with Honors
New York Stock Exchange August 2013 - December 2014
Old Rhinebeck Aerodrome July 2008 - October 2014
KFS ENTERPRISES June 1995 - August 2013
Barclays Capital October 2010 - August 2011
Lehman Brothers June 2007 - April 2009
Thomson Financial March 2007 - May 2007
Bank of America January 1997 - April 2006
First Investors September 1994 - February 1995
Skills
SLA, Unix, Systems Analysis, Data Center, ITIL, Market Data, Troubleshooting, Red Hat Linux, HPService Center, Finance, Databases, Perl, Trading Systems, Technical Support, Disaster Recovery, Staff Training, Tidal Enterprise..., SQL, Operating Systems, Windows, Customer Service, Java, HP Openview, Weblogic, Information Technology, Publishing, Sybase, SharePoint, Autosys, Hardware, HP-UX, Websphere, Servers, MS-DOS, Computer Operations, Technical Writing, PVCS, SunOS, Database Tools, BMC Remedy, Help Desk Management, Low-latency systems, Applications Support, HP OmniBack, Program Management, Website Administration, DBArtisan, HP9000
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1988 — 1993
Bachelor's degree, Management, Finance
Rhinebeck Central School 1983 — 1988
Regents with Honors
Hamilton Pridgen Hamilton Pridgen's First Investors Experience 2005 - 2005
Job Strategy & Analytics Professional
Industry Financial Services
Experience
Frontpoint November 2014 - Present
Capital One February 2014 - October 2014
Capital One 2010 - 2014
Capital One 2006 - 2010
First Investors 2005 - 2005
Skills
Data Analysis, Strategy, Analysis, SQL, SAS, Management, Analytics, Business Analysis, Product Management, Leadership, Unix, Portfolio Management, Marketing Strategy, Project Management, Finance, Mergers & Acquisitions
Education
Northeastern University
BS, Computer Science, Chemistry
Frontpoint November 2014 - Present
Capital One February 2014 - October 2014
Capital One 2010 - 2014
Capital One 2006 - 2010
First Investors 2005 - 2005
Skills
Data Analysis, Strategy, Analysis, SQL, SAS, Management, Analytics, Business Analysis, Product Management, Leadership, Unix, Portfolio Management, Marketing Strategy, Project Management, Finance, Mergers & Acquisitions
Education
Northeastern University
BS, Computer Science, Chemistry
Reina Castro Reina Castro's First Investors Experience July 2012 - May 2013
Job Data Specialist at Marsh
Industry Insurance
Experience
Marsh 2013 - Present
First Investors July 2012 - May 2013
Tangoe, Inc. June 2009 - August 2012
Skills
Personal Financial..., 401k Rollovers, Term Life Insurance, Permanent Life Insurance, Variable Life, 403 b, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, Universal Life, ESA, Rollovers, Retirement Planning, Tax Savings, Investments, Mutual Funds, Microsoft Excel, PowerPoint, Insurance
Education
Pace University 2008 — 2012
Finance, Business Administration and Management, General
Marsh 2013 - Present
First Investors July 2012 - May 2013
Tangoe, Inc. June 2009 - August 2012
Skills
Personal Financial..., 401k Rollovers, Term Life Insurance, Permanent Life Insurance, Variable Life, 403 b, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, Universal Life, ESA, Rollovers, Retirement Planning, Tax Savings, Investments, Mutual Funds, Microsoft Excel, PowerPoint, Insurance
Education
Pace University 2008 — 2012
Finance, Business Administration and Management, General
Nico Veltri Nico Veltri's First Investors Experience June 2012 - July 2012
Job Marketing Automation Specialist
Industry Marketing and Advertising
Experience
Mylan August 2015 - Present
Mylan September 2014 - Present
Mylan Specialty June 2014 - September 2014
FORGE February 2014 - May 2014
Eric Mower + Associates August 2013 - May 2014
University of Dayton August 2013 - May 2014
Revana 2013 - July 2013
Procter & Gamble March 2013 - May 2013
ACCO Brands (Previously MeadWestvaco) July 2012 - September 2012
First Investors June 2012 - July 2012
Skills
Marketing Strategy, Marketing Automation, Brand Management, SPSS, Multi-channel Campaign..., Specialty Pharma, International Marketing, SEO, SEM, Social Media Marketing, Research, Account Management, Editing, Spreadsheet Modeling, CRM, Predictive Analytics, Google Analytics, Advertising, Marketing, Microsoft Office, Social Media, Strategic Business..., Market Research, Microsoft Word, Microsoft Excel, Google Adwords, Public Speaking, Customer Service, Financial Analysis, Portfolio Management, SAP Business Software
Education
University of Dayton 2009 — 2013
Bachelor's degree, Finance & Marketing (Sales Emphasis)
Trinity Senior High School 2005 — 2009
High School Diploma
Robert Morris University 2011 — 2011
Bachelor's degree, Marketing
Mylan August 2015 - Present
Mylan September 2014 - Present
Mylan Specialty June 2014 - September 2014
FORGE February 2014 - May 2014
Eric Mower + Associates August 2013 - May 2014
University of Dayton August 2013 - May 2014
Revana 2013 - July 2013
Procter & Gamble March 2013 - May 2013
ACCO Brands (Previously MeadWestvaco) July 2012 - September 2012
First Investors June 2012 - July 2012
Skills
Marketing Strategy, Marketing Automation, Brand Management, SPSS, Multi-channel Campaign..., Specialty Pharma, International Marketing, SEO, SEM, Social Media Marketing, Research, Account Management, Editing, Spreadsheet Modeling, CRM, Predictive Analytics, Google Analytics, Advertising, Marketing, Microsoft Office, Social Media, Strategic Business..., Market Research, Microsoft Word, Microsoft Excel, Google Adwords, Public Speaking, Customer Service, Financial Analysis, Portfolio Management, SAP Business Software
Education
University of Dayton 2009 — 2013
Bachelor's degree, Finance & Marketing (Sales Emphasis)
Trinity Senior High School 2005 — 2009
High School Diploma
Robert Morris University 2011 — 2011
Bachelor's degree, Marketing
Varrel Mitchell Varrel Mitchell's First Investors Experience January 2011 - January 2011
Job Analyst at Deutsche Bank
Industry Financial Services
Experience
First Investors January 2011 - January 2011
SUNY Administration May 2005 - January 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Research, Customer Service, Public Speaking, Social Media, Time Management, Outlook, Equity Research, Corporate Finance, Brand Management, Money Management, Investments, Sales, Financial Analysis, Non-profit Leadership, Music Theory, Non-profit..., Emotional Intelligence, Project Management, Leadership
Education
Rensselaer Polytechnic Institute 2013 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Schenectady County Community College 2010 — 2012
Associate of Science (AS), Business Administration and Management, General
First Investors January 2011 - January 2011
SUNY Administration May 2005 - January 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Research, Customer Service, Public Speaking, Social Media, Time Management, Outlook, Equity Research, Corporate Finance, Brand Management, Money Management, Investments, Sales, Financial Analysis, Non-profit Leadership, Music Theory, Non-profit..., Emotional Intelligence, Project Management, Leadership
Education
Rensselaer Polytechnic Institute 2013 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Schenectady County Community College 2010 — 2012
Associate of Science (AS), Business Administration and Management, General
Dylan McMahan Dylan McMahan's First Investors Experience June 2012 - September 2012
Job Project Manager at Adega Custom Cellars
Industry Management Consulting
Experience
Adega Custom Cellars January 2015 - Present
River City NW Mehanical December 2013 - Present
Oregon State University April 2013 - Present
Pacific Office Automation 2013 - 2013
Pacific Office Automation 2013 - 2013
First Investors June 2012 - September 2012
Keller Williams June 2012 - September 2012
Chapman Huffman Dental Manufacturing Company May 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Outlook, Public Speaking, Research, Windows, Financial Analysis, Teamwork, Budgets, HTML, Access, Time Management, Leadership, Accounting, English, Data Entry, Strategic Planning
Education
Oregon State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
University Of Hawaii
Oregon State University
Bachelor of Science, Business Administration
Adega Custom Cellars January 2015 - Present
River City NW Mehanical December 2013 - Present
Oregon State University April 2013 - Present
Pacific Office Automation 2013 - 2013
Pacific Office Automation 2013 - 2013
First Investors June 2012 - September 2012
Keller Williams June 2012 - September 2012
Chapman Huffman Dental Manufacturing Company May 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Outlook, Public Speaking, Research, Windows, Financial Analysis, Teamwork, Budgets, HTML, Access, Time Management, Leadership, Accounting, English, Data Entry, Strategic Planning
Education
Oregon State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
University Of Hawaii
Oregon State University
Bachelor of Science, Business Administration
Benjamin Clark's First Investors Experience May 2010 - August 2011
Job Acquisition Case Manager at ProSource Technology, Inc.
Industry Financial Services
Experience
ProSource Technologies, LLC August 2013 - Present
ProSource Technologies, LLC August 2013 - Present
Greystone Fixed Income Fund January 2013 - June 2013
Greystone Equity Fund September 2012 - December 2012
First Investors May 2010 - August 2011
Skills
Microsoft Excel, Research, Teamwork, Microsoft Word, Facebook, PowerPoint, Employee Relations, Recruiting, Social Media, Microsoft Office, Social Networking, Customer Service, Outlook, Leadership, Time Management, Data Analysis, Public Speaking, Data Entry, Investments, Finance, Fundraising
Education
Marist College 2009 — 2013
Bachelor of Arts (B.A.), Business Administration/ Concentration in Finance
ProSource Technologies, LLC August 2013 - Present
ProSource Technologies, LLC August 2013 - Present
Greystone Fixed Income Fund January 2013 - June 2013
Greystone Equity Fund September 2012 - December 2012
First Investors May 2010 - August 2011
Skills
Microsoft Excel, Research, Teamwork, Microsoft Word, Facebook, PowerPoint, Employee Relations, Recruiting, Social Media, Microsoft Office, Social Networking, Customer Service, Outlook, Leadership, Time Management, Data Analysis, Public Speaking, Data Entry, Investments, Finance, Fundraising
Education
Marist College 2009 — 2013
Bachelor of Arts (B.A.), Business Administration/ Concentration in Finance
Mark Amato's First Investors Experience August 1996 - October 1998
Job Director of FeeBased Planning at Lee, Nolan and Koroghlian, LLC
Industry Financial Services
Experience
Lee, Nolan and Koroghlian, LLC August 2002 - Present
Prudential Financial October 1998 - November 2001
First Investors August 1996 - October 1998
Education
Monmouth University
Bachelor's degree, Business Administration and Management
Lee, Nolan and Koroghlian, LLC August 2002 - Present
Prudential Financial October 1998 - November 2001
First Investors August 1996 - October 1998
Education
Monmouth University
Bachelor's degree, Business Administration and Management
Matthew Blake King Matthew Blake King's First Investors Experience May 2011 - June 2013
Job Director of Operations at Good Neighbor Services, LLC
Industry Financial Services
Experience
Good Neighbor Services, LLC April 2015 - Present
MetLife January 2015 - April 2015
Waddell & Reed November 2013 - January 2015
Waddell & Reed July 2013 - November 2013
First Investors May 2011 - June 2013
Education
Missouri State University 2006 — 2010
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
Good Neighbor Services, LLC April 2015 - Present
MetLife January 2015 - April 2015
Waddell & Reed November 2013 - January 2015
Waddell & Reed July 2013 - November 2013
First Investors May 2011 - June 2013
Education
Missouri State University 2006 — 2010
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
Justin Lee-You Justin Lee-You's First Investors Experience April 2011 - June 2011
Job Supply Chain Forecasting Analyst at Toys R Us
Industry Logistics and Supply Chain
Experience
Toys R Us June 2014 - Present
Rutgers University September 2010 - 2014
TD May 2013 - August 2013
TD 2013 - 2013
Extracurricular Activities September 2011 - 2013
Rise Summer June 2012 - August 2012
First Investors April 2011 - June 2011
Oversea Hong Kong Association October 2011 - 2011
Skills
Creative Writing, Critical Thinking, Perseverance, Always Punctual, Research, Public Speaking, Team-oriented, Teaching, Microsoft Excel, Facebook, Sales, Teamwork
Education
Rutgers University 2010 — 2014
Rutgers University
Supply Chain Management
Toys R Us June 2014 - Present
Rutgers University September 2010 - 2014
TD May 2013 - August 2013
TD 2013 - 2013
Extracurricular Activities September 2011 - 2013
Rise Summer June 2012 - August 2012
First Investors April 2011 - June 2011
Oversea Hong Kong Association October 2011 - 2011
Skills
Creative Writing, Critical Thinking, Perseverance, Always Punctual, Research, Public Speaking, Team-oriented, Teaching, Microsoft Excel, Facebook, Sales, Teamwork
Education
Rutgers University 2010 — 2014
Rutgers University
Supply Chain Management
Lawrence DeHart's First Investors Experience October 1987 - May 2000
Job Field Representative at Woodmen of the World
Industry Financial Services
Experience
Woodmen of the World January 2014 - Present
RBC June 2000 - December 2010
First Investors October 1987 - May 2000
Skills
Retirement Planning, Insurance, Long-term Care, Strategic Planning, Wealth Management, Investments, PowerPoint, Disability Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Employee Benefits, Risk Management, Customer Service, Retirement, Strategic Financial..., Microsoft Excel, Mutual Funds, Marketing, Financial Planning
Education
Nicholls State University 1979 — 1982
General Business, Aeronautical Science
South Terrebonne High School 1976 — 1979
Woodmen of the World January 2014 - Present
RBC June 2000 - December 2010
First Investors October 1987 - May 2000
Skills
Retirement Planning, Insurance, Long-term Care, Strategic Planning, Wealth Management, Investments, PowerPoint, Disability Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Employee Benefits, Risk Management, Customer Service, Retirement, Strategic Financial..., Microsoft Excel, Mutual Funds, Marketing, Financial Planning
Education
Nicholls State University 1979 — 1982
General Business, Aeronautical Science
South Terrebonne High School 1976 — 1979
Anand Raythatha Anand Raythatha's First Investors Experience October 2006 - December 2006
Job Legal and Financial Services Professional
Industry Investment Management
Experience
HESS and Gloria English Schools January 2013 - July 2014
Roberts and Durkee: Attorney's at Law July 2011 - May 2012
McGrath Gibson: Attorneys at Law November 2010 - March 2011
Digital Risk September 2010 - October 2010
Integra FX Trading February 2009 - December 2009
City of Miami Attorney's Office June 2008 - August 2008
DHL June 2007 - August 2007
First Investors October 2006 - December 2006
Oceana June 2005 - August 2005
Education
Northwestern University 2015 — 2015
Post-Baccalaureate Certificate, Global Business
University of Miami School of Law
Juris Doctor
University of Miami - School of Business 2006 — 2008
Master of Business Administration, Finance
University of Michigan
Bachelor of Arts, Political Science and Spanish
HESS and Gloria English Schools January 2013 - July 2014
Roberts and Durkee: Attorney's at Law July 2011 - May 2012
McGrath Gibson: Attorneys at Law November 2010 - March 2011
Digital Risk September 2010 - October 2010
Integra FX Trading February 2009 - December 2009
City of Miami Attorney's Office June 2008 - August 2008
DHL June 2007 - August 2007
First Investors October 2006 - December 2006
Oceana June 2005 - August 2005
Education
Northwestern University 2015 — 2015
Post-Baccalaureate Certificate, Global Business
University of Miami School of Law
Juris Doctor
University of Miami - School of Business 2006 — 2008
Master of Business Administration, Finance
University of Michigan
Bachelor of Arts, Political Science and Spanish
Thomas Cuomo's First Investors Experience April 2009 - October 2009
Job Government Affairs Representative at Markee and Associates
Industry Government Administration
Experience
Markee and Associates October 2014 - Present
Oregon Legislature January 2013 - September 2014
Jason Conger for US Senate October 2013 - May 2014
Oregon Legislature July 2011 - December 2012
Oregon Legislature November 2010 - July 2011
American InterContinental University October 2009 - September 2010
First Investors April 2009 - October 2009
Oregon Legislature January 2009 - June 2009
Springhill Cellars June 2001 - June 2009
Skills
Public Policy, Messaging, Political Risk Analysis, Relationship Development, Budgets, Legislative Relations, Leadership, Legislative Affairs, Policy, Public Speaking, Government, Project Management, Strategic Planning, Political Consulting, Policy Analysis, Legislation, Political Campaigns, Community Outreach, Coalitions, Political Communication, Politics, Fundraising, Volunteer Management, Strategic Communications, Grassroots Organizing, Legislative Research, Political Science, Community Organizing, Grassroots
Education
Oregon State University 2004 — 2009
BA, History
Markee and Associates October 2014 - Present
Oregon Legislature January 2013 - September 2014
Jason Conger for US Senate October 2013 - May 2014
Oregon Legislature July 2011 - December 2012
Oregon Legislature November 2010 - July 2011
American InterContinental University October 2009 - September 2010
First Investors April 2009 - October 2009
Oregon Legislature January 2009 - June 2009
Springhill Cellars June 2001 - June 2009
Skills
Public Policy, Messaging, Political Risk Analysis, Relationship Development, Budgets, Legislative Relations, Leadership, Legislative Affairs, Policy, Public Speaking, Government, Project Management, Strategic Planning, Political Consulting, Policy Analysis, Legislation, Political Campaigns, Community Outreach, Coalitions, Political Communication, Politics, Fundraising, Volunteer Management, Strategic Communications, Grassroots Organizing, Legislative Research, Political Science, Community Organizing, Grassroots
Education
Oregon State University 2004 — 2009
BA, History
Hope Hollinsworth Hope Hollinsworth's First Investors Experience January 1987 - January 1997
Job Coordinator & Author
Industry Marketing and Advertising
Experience
HHC PUBLICATION, LLC January 2007 - Present
SNAPPLE BEVERAGE GROUP January 1997 - January 2007
FIRST INVESTORS January 1987 - January 1997
Education
Mercy College 2008 — 2010
Associate, Early Childhood Education
Pace University 1982 — 1986
Business Administration
Yonkers High School
HHC PUBLICATION, LLC January 2007 - Present
SNAPPLE BEVERAGE GROUP January 1997 - January 2007
FIRST INVESTORS January 1987 - January 1997
Education
Mercy College 2008 — 2010
Associate, Early Childhood Education
Pace University 1982 — 1986
Business Administration
Yonkers High School
Frank Vetri Frank Vetri's First Investors Experience May 2008 - October 2008
Job Renewable & Energy Solutions Specialist at PSEG
Industry Utilities
Experience
PSEG September 2013 - Present
PSEG February 2011 - September 2013
PSEG Power LLC August 2010 - January 2011
Chartis February 2010 - August 2010
Bloomberg March 2009 - January 2010
First Investors May 2008 - October 2008
Skills
Financial Analysis, Economics, Microsoft Excel, Finance, Insurance, Budgets, Pricing, Leadership, Customer Service, Time Management, Microsoft Money, Series 6, Financial Modeling, Bloomberg, Investments, Forecasting, Financial Services, Business Strategy, Accounting, Risk Management, Process Improvement, Analysis, Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BA, Economics
PSEG September 2013 - Present
PSEG February 2011 - September 2013
PSEG Power LLC August 2010 - January 2011
Chartis February 2010 - August 2010
Bloomberg March 2009 - January 2010
First Investors May 2008 - October 2008
Skills
Financial Analysis, Economics, Microsoft Excel, Finance, Insurance, Budgets, Pricing, Leadership, Customer Service, Time Management, Microsoft Money, Series 6, Financial Modeling, Bloomberg, Investments, Forecasting, Financial Services, Business Strategy, Accounting, Risk Management, Process Improvement, Analysis, Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BA, Economics
Ellie Treinen's First Investors Experience 2007 - 2007
Job Sales Manager at Wilsonville ToyotaScion
Industry Automotive
Experience
Wilsonville Toyota-Scion June 2012 - Present
Wilsonville Toyota-Scion December 2009 - June 2012
MassMutual Financial Group October 2007 - February 2010
bebe April 2006 - August 2007
First Investors 2007 - 2007
Skills
Sales, Marketing, Management, Negotiation, Small Business, Closing, Relationship Development, Sales Presentations, Finance, Customer Service, Budgets, Insurance, E-commerce, Customer Retention, Customer Satisfaction, Strategic Planning, Cold Calling, Lead Generation, Social Networking, Entrepreneurship, Contract Negotiation, Pricing, Strategy, Team Building, Automotive, B2B, Coaching, Leadership, New Business Development, Sales Management, Sales Process, Operations Management
Education
Oregon State University 2002 — 2006
BS, Management
University of South Florida - College of Business Administration 2004 — 2005
Bachelor of Science (BS), International Business
Wilsonville Toyota-Scion June 2012 - Present
Wilsonville Toyota-Scion December 2009 - June 2012
MassMutual Financial Group October 2007 - February 2010
bebe April 2006 - August 2007
First Investors 2007 - 2007
Skills
Sales, Marketing, Management, Negotiation, Small Business, Closing, Relationship Development, Sales Presentations, Finance, Customer Service, Budgets, Insurance, E-commerce, Customer Retention, Customer Satisfaction, Strategic Planning, Cold Calling, Lead Generation, Social Networking, Entrepreneurship, Contract Negotiation, Pricing, Strategy, Team Building, Automotive, B2B, Coaching, Leadership, New Business Development, Sales Management, Sales Process, Operations Management
Education
Oregon State University 2002 — 2006
BS, Management
University of South Florida - College of Business Administration 2004 — 2005
Bachelor of Science (BS), International Business
James Mackonochie James Mackonochie's First Investors Experience May 2015 - August 2015
Job Student at Quinnipiac University School of Business
Industry Financial Services
Experience
First Investors May 2015 - August 2015
Skills
Microsoft Office, PowerPoint, Microsoft Excel
Education
Quinnipiac University - School of Business 2013 — 2017
Master of Business Administration (MBA), Finance, 3.6 / 4.0
First Investors May 2015 - August 2015
Skills
Microsoft Office, PowerPoint, Microsoft Excel
Education
Quinnipiac University - School of Business 2013 — 2017
Master of Business Administration (MBA), Finance, 3.6 / 4.0
Ellen Singh's First Investors Experience 2015 - Present
Job Former personal banker for Wells Fargo Bank
Industry Financial Services
Experience
First Investors 2015 - Present
Wells Fargo April 2011 - June 2015
2005-2010Patriot Mortgage Corp July 2005 - October 2010
2002-2005Bank of America December 2002 - April 2005
Citizen's Bank January 2001 - September 2002
Radio Shack January 1996 - January 2001
Business Center January 1995 - January 1996
Skills
Account Management, Loans, Sales, Credit, Mortgage Lending, Banking, Finance, Customer Service
Education
Quincy College 1998 — 1999
Attended, Computer Science
Euclid High School 1997 — 1998
Bank of America
Citizen's Bank, Computer Science
State of MD, DC
First Investors 2015 - Present
Wells Fargo April 2011 - June 2015
2005-2010Patriot Mortgage Corp July 2005 - October 2010
2002-2005Bank of America December 2002 - April 2005
Citizen's Bank January 2001 - September 2002
Radio Shack January 1996 - January 2001
Business Center January 1995 - January 1996
Skills
Account Management, Loans, Sales, Credit, Mortgage Lending, Banking, Finance, Customer Service
Education
Quincy College 1998 — 1999
Attended, Computer Science
Euclid High School 1997 — 1998
Bank of America
Citizen's Bank, Computer Science
State of MD, DC
Megan Caminsky Megan Caminsky's First Investors Experience May 2012 - August 2012
Job Account Coordinator at Atrium Staffing
Industry Financial Services
Experience
Atrium Staffing January 2015 - Present
Vantage Production, LLC November 2013 - January 2015
Quinnipiac University August 2010 - May 2013
First Investors May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, French, Management, Facebook, Office Management, Account Management, Client Follow-up, Customer Follow-up, conversational French, great phone language, Human Resources, Payroll, Organization Skills
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science, Finance
Atrium Staffing January 2015 - Present
Vantage Production, LLC November 2013 - January 2015
Quinnipiac University August 2010 - May 2013
First Investors May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, French, Management, Facebook, Office Management, Account Management, Client Follow-up, Customer Follow-up, conversational French, great phone language, Human Resources, Payroll, Organization Skills
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science, Finance
Christopher Scheider's First Investors Experience May 2007 - March 2008
Job Senior Tax Accountant at Xylem Inc.
Industry Accounting
Experience
Xylem Inc. June 2015 - Present
Xylem Inc. June 2014 - June 2015
Xylem Inc. March 2013 - June 2014
The Print Shop February 2011 - March 2013
New England Financial, A MetLife Company March 2008 - February 2011
First Investors May 2007 - March 2008
Skills
Microsoft Excel, Corporate Tax, Accounting, OneSource, Corptax, Hyperion HFM, Microsoft Word, Outlook, Leadership, Training, PowerPoint, Sales, Analysis, Cold Calling, Budgets, UK Corporation Tax, Finance
Education
Seton Hall University 2013 — 2014
Master of Science, Accounting
Ramapo College of New Jersey 2012 — 2012
Non-degree Seeking, Accounting
University of Delaware 2003 — 2007
Bachelor of Science (BS), Finance
Xylem Inc. June 2015 - Present
Xylem Inc. June 2014 - June 2015
Xylem Inc. March 2013 - June 2014
The Print Shop February 2011 - March 2013
New England Financial, A MetLife Company March 2008 - February 2011
First Investors May 2007 - March 2008
Skills
Microsoft Excel, Corporate Tax, Accounting, OneSource, Corptax, Hyperion HFM, Microsoft Word, Outlook, Leadership, Training, PowerPoint, Sales, Analysis, Cold Calling, Budgets, UK Corporation Tax, Finance
Education
Seton Hall University 2013 — 2014
Master of Science, Accounting
Ramapo College of New Jersey 2012 — 2012
Non-degree Seeking, Accounting
University of Delaware 2003 — 2007
Bachelor of Science (BS), Finance
Brandon Janness Brandon Janness's First Investors Experience March 2011 - February 2012
Job Team Captain at Quicken Loans
Industry Financial Services
Experience
Quicken Loans April 2014 - Present
Quicken Loans September 2012 - April 2014
Quicken Loans February 2012 - September 2012
First Investors March 2011 - February 2012
Skills
Banking, Mortgage Lending, Loans, Mortgage Banking, Customer Service, Sales, Microsoft Excel, Financial Services, Public Speaking, Social Media, Residential Mortgages
Education
Macomb Community College
Associate's degree
Oakland University
Bachelor of Science (BS), Finance, General
Quicken Loans April 2014 - Present
Quicken Loans September 2012 - April 2014
Quicken Loans February 2012 - September 2012
First Investors March 2011 - February 2012
Skills
Banking, Mortgage Lending, Loans, Mortgage Banking, Customer Service, Sales, Microsoft Excel, Financial Services, Public Speaking, Social Media, Residential Mortgages
Education
Macomb Community College
Associate's degree
Oakland University
Bachelor of Science (BS), Finance, General
Tameka Holmes's First Investors Experience November 2004 - June 2008
Job Account Executive
Industry Information Technology and Services
Experience
RapidFire Tools October 2013 - July 2015
ADT October 2012 - October 2013
ADT October 2010 - December 2011
First Investors November 2004 - June 2008
ITS Interactive January 2002 - November 2004
Skills
CRM, Sales, Networking, Information Technology, Salesforce.com, Direct Sales, Solution Selling, Customer Service, Sales Process, Cold Calling
Education
Northeastern University 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Massasoit Community College 1997 — 1999
RapidFire Tools October 2013 - July 2015
ADT October 2012 - October 2013
ADT October 2010 - December 2011
First Investors November 2004 - June 2008
ITS Interactive January 2002 - November 2004
Skills
CRM, Sales, Networking, Information Technology, Salesforce.com, Direct Sales, Solution Selling, Customer Service, Sales Process, Cold Calling
Education
Northeastern University 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Massasoit Community College 1997 — 1999
Ernesto Madrigal, CPA Ernesto Madrigal, CPA's First Investors Experience June 2010 - September 2010
Job Accountant at GeorgiaPacific LLC
Industry Accounting
Experience
Georgia-Pacific LLC January 2013 - Present
Georgia-Pacific LLC June 2012 - August 2012
Aladdin Inn and Suites February 2011 - June 2012
Oregon State University March 2010 - December 2010
TJX February 2008 - December 2010
First Investors June 2010 - September 2010
Oregon State University September 2006 - June 2007
Skills
Customer Service, Accounting, Spanish-speaking, Microsoft Office, General Ledger, Journal Entries, Microsoft Excel, Microsoft Word, Financial Statements, Account Reconciliation, Analysis, Financial Analysis, Auditing
Education
Oregon State University 2006 — 2012
BS, Finance, Accounting
Georgia-Pacific LLC January 2013 - Present
Georgia-Pacific LLC June 2012 - August 2012
Aladdin Inn and Suites February 2011 - June 2012
Oregon State University March 2010 - December 2010
TJX February 2008 - December 2010
First Investors June 2010 - September 2010
Oregon State University September 2006 - June 2007
Skills
Customer Service, Accounting, Spanish-speaking, Microsoft Office, General Ledger, Journal Entries, Microsoft Excel, Microsoft Word, Financial Statements, Account Reconciliation, Analysis, Financial Analysis, Auditing
Education
Oregon State University 2006 — 2012
BS, Finance, Accounting
Christopher Amabile Christopher Amabile's First Investors Experience August 2010 - April 2011
Job Manager, Partner Marketing at iCIMS
Industry Marketing and Advertising
Experience
iCIMS August 2013 - Present
iCIMS October 2011 - August 2013
iCIMS May 2011 - October 2011
First Investors August 2010 - April 2011
Mercedes Benz USA January 2010 - May 2010
Skills
SaaS, Salesforce.com, Account Management, Marketing, Sales, Business Development, Applicant Tracking..., Social Media, Lead Generation, Partner Management, Partnership Marketing, New Business Development, Strategic Partnerships
Education
Ramapo College of New Jersey 2006 — 2010
Bachelors, Marketing, International Business
iCIMS August 2013 - Present
iCIMS October 2011 - August 2013
iCIMS May 2011 - October 2011
First Investors August 2010 - April 2011
Mercedes Benz USA January 2010 - May 2010
Skills
SaaS, Salesforce.com, Account Management, Marketing, Sales, Business Development, Applicant Tracking..., Social Media, Lead Generation, Partner Management, Partnership Marketing, New Business Development, Strategic Partnerships
Education
Ramapo College of New Jersey 2006 — 2010
Bachelors, Marketing, International Business
Mehdi Abbas - ITILv3 Certified's First Investors Experience June 2013 - September 2013
Job Service Delivery Manager at ADP
Industry Information Technology and Services
Experience
ADP December 2014 - Present
ADP September 2014 - December 2014
ADP May 2014 - September 2014
ADP October 2013 - May 2014
First Investors June 2013 - September 2013
NJ Transit June 2012 - August 2012
Skills
Databases, Software Installation, Visio, Troubleshooting, Windows 7, Computer Hardware, Access, Windows Server, Windows, XP, Computer Maintenance, Computer Repair, Security, Microsoft Office, Technical Support, Help Desk Support, LANDesk, Software Quality..., Data Mining, Data Warehousing, Data Analysis, Project Management, MS Project, HTML, CSS, JavaScript, Java, Bomgar, RSA Tokens, RSA SecurID, Data Migration, SCCM, Active Directory, Information Systems..., Project Planning, Remote Desktop, Technical Product..., Product Development, Product Management, Business Analysis, Business Development, Business Intelligence, ERP, ERP Implementations, SAP ERP, Operating Systems, Testing, Hardware, Information Technology, Analysis
Education
New Jersey Institute of Technology 2012 — 2014
BA, Information Systems
Middlesex County College 2010 — 2011
Computer Science
ADP December 2014 - Present
ADP September 2014 - December 2014
ADP May 2014 - September 2014
ADP October 2013 - May 2014
First Investors June 2013 - September 2013
NJ Transit June 2012 - August 2012
Skills
Databases, Software Installation, Visio, Troubleshooting, Windows 7, Computer Hardware, Access, Windows Server, Windows, XP, Computer Maintenance, Computer Repair, Security, Microsoft Office, Technical Support, Help Desk Support, LANDesk, Software Quality..., Data Mining, Data Warehousing, Data Analysis, Project Management, MS Project, HTML, CSS, JavaScript, Java, Bomgar, RSA Tokens, RSA SecurID, Data Migration, SCCM, Active Directory, Information Systems..., Project Planning, Remote Desktop, Technical Product..., Product Development, Product Management, Business Analysis, Business Development, Business Intelligence, ERP, ERP Implementations, SAP ERP, Operating Systems, Testing, Hardware, Information Technology, Analysis
Education
New Jersey Institute of Technology 2012 — 2014
BA, Information Systems
Middlesex County College 2010 — 2011
Computer Science
Shabih Aftab's First Investors Experience August 2013 - November 2013
Job Analyst at Gap Inc.
Industry Retail
Experience
Gap Inc. June 2015 - Present
L'Oréal May 2014 - March 2015
Ameriprise Financial Services, Inc. November 2013 - May 2014
First Investors August 2013 - November 2013
Ameriprise Financial Services, Inc. March 2013 - April 2013
Possible Consulting Inc. January 2012 - August 2012
Skills
Microsoft Excel, Time Management, PowerPoint, Microsoft Word, Finance, Leadership, Public Speaking, Critical Thinking, Analysis, Microsoft Office, Management, Teamwork, Derivatives, Market Analysis, Marketing, Customer Service, Social Media, Data Entry
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor's degree, Finance, General
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor's degree, Finance, General
Gap Inc. June 2015 - Present
L'Oréal May 2014 - March 2015
Ameriprise Financial Services, Inc. November 2013 - May 2014
First Investors August 2013 - November 2013
Ameriprise Financial Services, Inc. March 2013 - April 2013
Possible Consulting Inc. January 2012 - August 2012
Skills
Microsoft Excel, Time Management, PowerPoint, Microsoft Word, Finance, Leadership, Public Speaking, Critical Thinking, Analysis, Microsoft Office, Management, Teamwork, Derivatives, Market Analysis, Marketing, Customer Service, Social Media, Data Entry
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor's degree, Finance, General
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor's degree, Finance, General
Danielle Randolph Danielle Randolph's First Investors Experience January 2011 - January 2015
Job Finance
Industry Financial Services
Experience
Vantage Financial Group, Inc. January 2015 - Present
First Investors January 2011 - January 2015
Hybrid News Limited January 2009 - January 2011
Zap Entertainment 2006 - 2009
Education
Marymount Manhattan College 2002 — 2006
Vantage Financial Group, Inc. January 2015 - Present
First Investors January 2011 - January 2015
Hybrid News Limited January 2009 - January 2011
Zap Entertainment 2006 - 2009
Education
Marymount Manhattan College 2002 — 2006
KateLynn Martin KateLynn Martin's First Investors Experience October 2010 - June 2012
Job Leverager at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates June 2012 - Present
First Investors October 2010 - June 2012
Skills
Operations Management, Hedge Funds, Business Analysis, ERP Implementations, Project Management, Microsoft Excel, Microsoft Word, Outlook, Sales, Microsoft Office
Education
New York University 2006 — 2010
Bachelor's degree, Philosophy
Semester at Sea - University of Virginia 2010 — 2010
Bridgewater Associates June 2012 - Present
First Investors October 2010 - June 2012
Skills
Operations Management, Hedge Funds, Business Analysis, ERP Implementations, Project Management, Microsoft Excel, Microsoft Word, Outlook, Sales, Microsoft Office
Education
New York University 2006 — 2010
Bachelor's degree, Philosophy
Semester at Sea - University of Virginia 2010 — 2010
Teresa Sears Teresa Sears's First Investors Experience August 2005 - December 2011
Job Office Manger
Industry Real Estate
Experience
The Gowen Group March 2014 - Present
Clackamas County December 2011 - March 2014
First Investors August 2005 - December 2011
Education
St. John Fisher College 2003 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Monroe Community College 2001 — 2003
Associate's degree, Business Administration and Management, General
The Gowen Group March 2014 - Present
Clackamas County December 2011 - March 2014
First Investors August 2005 - December 2011
Education
St. John Fisher College 2003 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Monroe Community College 2001 — 2003
Associate's degree, Business Administration and Management, General
Stephen Rue Stephen Rue's First Investors Experience July 2014 - January 2015
Job Licensed Relationship Manager at KeyBank
Industry Banking
Experience
KeyBank February 2015 - Present
First Investors July 2014 - January 2015
MultiCare Health System June 2008 - June 2014
Education
Northern Arizona University 2009 — 2014
Bachelor’s Degree, Finance, General
KeyBank February 2015 - Present
First Investors July 2014 - January 2015
MultiCare Health System June 2008 - June 2014
Education
Northern Arizona University 2009 — 2014
Bachelor’s Degree, Finance, General
Bennett Zamani Bennett Zamani's First Investors Experience June 2012 - Present
Job Founder at Arbitrage Associates
Industry Financial Services
Experience
T3 Trading Group, LLC July 2013 - Present
Night Life Limos January 2013 - Present
Arbitrage Associates July 2012 - Present
First Investors June 2012 - Present
OWNER October 2010 - Present
Tri Star Products August 2009 - Present
Pi Kappa Alpha Fraternity September 2010 - March 2013
Sidaza Inc. August 2010 - August 2011
Abercrombie and Fitch September 2008 - July 2009
Mothers Auto Parts and Service August 2007 - February 2008
Skills
Value Investing, Stock Trading, Stock Picking, Retirement Planning, Roth IRA, Retirement Solutions, Customer Service, Management, Time Management, Competitive Analysis, Social Media, PowerPoint, Public Speaking, Microsoft Office, Social Networking, Teamwork, Sales, Microsoft Excel, Event Planning, Marketing, Microsoft Word, Leadership
Education
Ramapo College of New Jersey 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Trading
Ramapo College of New Jersey Anisfield School of Business 2009 — 2013
Finance, Business Administration; Finance; 2013
T3 Trading Group, LLC July 2013 - Present
Night Life Limos January 2013 - Present
Arbitrage Associates July 2012 - Present
First Investors June 2012 - Present
OWNER October 2010 - Present
Tri Star Products August 2009 - Present
Pi Kappa Alpha Fraternity September 2010 - March 2013
Sidaza Inc. August 2010 - August 2011
Abercrombie and Fitch September 2008 - July 2009
Mothers Auto Parts and Service August 2007 - February 2008
Skills
Value Investing, Stock Trading, Stock Picking, Retirement Planning, Roth IRA, Retirement Solutions, Customer Service, Management, Time Management, Competitive Analysis, Social Media, PowerPoint, Public Speaking, Microsoft Office, Social Networking, Teamwork, Sales, Microsoft Excel, Event Planning, Marketing, Microsoft Word, Leadership
Education
Ramapo College of New Jersey 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Trading
Ramapo College of New Jersey Anisfield School of Business 2009 — 2013
Finance, Business Administration; Finance; 2013
Nicholas Ferrante Nicholas Ferrante's First Investors Experience December 2013 - January 2014
Job Account Executive at Indeed.com
Industry Marketing and Advertising
Experience
Indeed.com June 2014 - Present
Laidlaw & Company UK Ltd. January 2014 - May 2014
First Investors December 2013 - January 2014
Indeed.com May 2013 - August 2013
Bull and Buddha Restaurant & Orient Night Club September 2011 - May 2012
Skills
Business, Business Intelligence, International Business, International Sales, International Marketing, Marketing, Online Marketing, Public Relations, Sales, Marketing Strategy, Marketing Communications, Social Media, Social Media Marketing, Digital Marketing, Marketing Management, Direct Marketing, Sales Presentations, Business Planning, Business Process Design, Business Development, New Business Development, Small Business, Sales Process, Computer Proficiency, Microsoft Office, Microsoft Applications, Microsoft Word, Microsoft Excel, Music, Music Production, Italian languages, Elementary Education in..., Event Planning, Facebook, Online Lead Generation, Online Research, CRM
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), Marketing/Marketing Management, General, 3.13
Lorenzo de' Medici (LDM) Florence, Italy 2012 — 2013
Bachelor of Science (B.S.), Marketing/Marketing Management, General, 3.2
St. Peter's Boys H.S. 2006 — 2010
High School
Indeed.com June 2014 - Present
Laidlaw & Company UK Ltd. January 2014 - May 2014
First Investors December 2013 - January 2014
Indeed.com May 2013 - August 2013
Bull and Buddha Restaurant & Orient Night Club September 2011 - May 2012
Skills
Business, Business Intelligence, International Business, International Sales, International Marketing, Marketing, Online Marketing, Public Relations, Sales, Marketing Strategy, Marketing Communications, Social Media, Social Media Marketing, Digital Marketing, Marketing Management, Direct Marketing, Sales Presentations, Business Planning, Business Process Design, Business Development, New Business Development, Small Business, Sales Process, Computer Proficiency, Microsoft Office, Microsoft Applications, Microsoft Word, Microsoft Excel, Music, Music Production, Italian languages, Elementary Education in..., Event Planning, Facebook, Online Lead Generation, Online Research, CRM
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), Marketing/Marketing Management, General, 3.13
Lorenzo de' Medici (LDM) Florence, Italy 2012 — 2013
Bachelor of Science (B.S.), Marketing/Marketing Management, General, 3.2
St. Peter's Boys H.S. 2006 — 2010
High School
jonathan horowitz jonathan horowitz's First Investors Experience March 2007 - August 2007
Job National Group Account Manager at Prime Resources Inc.
Industry Marketing and Advertising
Experience
Prime Resources Inc. May 2010 - Present
JPMorgan Chase October 2007 - September 2009
First Investors March 2007 - August 2007
MPH Advertising November 2006 - February 2007
Ruby Tuesday May 2002 - October 2006
Congressman Shays June 2002 - September 2002
Skills
Marketing, Sales, New Business Development, Inventory Management, Merchandising, Social Media, Product Marketing, Team Building, Marketing Strategy, Leadership, Project Management, Social Media Marketing, B2B, Customer Service, Account Management, Trade Shows, Advertising, Time Management, Marketing Communications
Education
Marymount University 1998 — 2002
Bachelor's degree, Political Science and Government
Prime Resources Inc. May 2010 - Present
JPMorgan Chase October 2007 - September 2009
First Investors March 2007 - August 2007
MPH Advertising November 2006 - February 2007
Ruby Tuesday May 2002 - October 2006
Congressman Shays June 2002 - September 2002
Skills
Marketing, Sales, New Business Development, Inventory Management, Merchandising, Social Media, Product Marketing, Team Building, Marketing Strategy, Leadership, Project Management, Social Media Marketing, B2B, Customer Service, Account Management, Trade Shows, Advertising, Time Management, Marketing Communications
Education
Marymount University 1998 — 2002
Bachelor's degree, Political Science and Government
Max Plithides Max Plithides's First Investors Experience June 2015 - July 2015
Job Underwriting Analyst at Aetna
Industry Insurance
Experience
Aetna August 2015 - Present
First Investors June 2015 - July 2015
Cure Blindness Technologies LLC January 2015 - June 2015
Trinity University August 2013 - April 2014
High Meadows Camp May 2008 - August 2012
Skills
Statistics, Economics, Mandarin, Data Analysis, Public Speaking, Research, Mathematical Modeling, Financial Analysis, Geopolitical Forecasting, Chinese, Academic Tutoring, Higher Education, Matlab, Stata, Scala, Teaching, Mathematics, Microsoft Office, Econometrics, Qualitative Research, Editing, Foreign Policy, Grading, Child Development, International Relations, Stock Trading, Financial Modeling, Geopolitics, Geoeconomics, Geography, Microsoft Excel, PowerPoint, Presentations, SPSS
Education
Trinity University 2010 — 2015
Bachelor of Arts (B.A.) 2015, Economics, 3.63 Senior/Junior GPA, 3.95 Senior GPA
Middlebury College 2013 — 2013
Intensive Chinese Immersion - 8 weeks
Shanghai Jiao Tong University 2012 — 2012
Economics and Chinese
Woodward Academy 2006 — 2010
High School
Aetna August 2015 - Present
First Investors June 2015 - July 2015
Cure Blindness Technologies LLC January 2015 - June 2015
Trinity University August 2013 - April 2014
High Meadows Camp May 2008 - August 2012
Skills
Statistics, Economics, Mandarin, Data Analysis, Public Speaking, Research, Mathematical Modeling, Financial Analysis, Geopolitical Forecasting, Chinese, Academic Tutoring, Higher Education, Matlab, Stata, Scala, Teaching, Mathematics, Microsoft Office, Econometrics, Qualitative Research, Editing, Foreign Policy, Grading, Child Development, International Relations, Stock Trading, Financial Modeling, Geopolitics, Geoeconomics, Geography, Microsoft Excel, PowerPoint, Presentations, SPSS
Education
Trinity University 2010 — 2015
Bachelor of Arts (B.A.) 2015, Economics, 3.63 Senior/Junior GPA, 3.95 Senior GPA
Middlebury College 2013 — 2013
Intensive Chinese Immersion - 8 weeks
Shanghai Jiao Tong University 2012 — 2012
Economics and Chinese
Woodward Academy 2006 — 2010
High School
George Holberg's First Investors Experience April 2015 - Present
Job Financial Representative at First Investors
Industry Financial Services
Experience
First Investors April 2015 - Present
Northern Arizona University December 2008 - May 2014
Skills
Residence Life, Student Affairs, Higher Education, Student Development, Community Outreach, Public Speaking, Program Development, Research, Event Planning, Student Leadership, Student Engagement
Education
Northern Arizona University 2008 — 2014
Bachelor's Degree, Finance
Northern Arizona University-The W. A. Franke College of Business 2008 — 2014
Bachelor of Science , Finance
First Investors April 2015 - Present
Northern Arizona University December 2008 - May 2014
Skills
Residence Life, Student Affairs, Higher Education, Student Development, Community Outreach, Public Speaking, Program Development, Research, Event Planning, Student Leadership, Student Engagement
Education
Northern Arizona University 2008 — 2014
Bachelor's Degree, Finance
Northern Arizona University-The W. A. Franke College of Business 2008 — 2014
Bachelor of Science , Finance
Jordan Shapiro Jordan Shapiro's First Investors Experience June 2015 - July 2015
Job Student at Northern Arizona University
Industry Financial Services
Experience
Northern Arizona University August 2015 - Present
First Investors June 2015 - July 2015
Forest Highlands G.C. May 2014 - October 2014
Hollister Co. June 2012 - October 2012
Skills
Customer Service, Time Management, Microsoft Office, Social Media, Teamwork, Facebook, Microsoft Word, PowerPoint, Retail, Microsoft Excel
Education
Northern Arizona University 2012 — 2016
Northern Arizona University August 2015 - Present
First Investors June 2015 - July 2015
Forest Highlands G.C. May 2014 - October 2014
Hollister Co. June 2012 - October 2012
Skills
Customer Service, Time Management, Microsoft Office, Social Media, Teamwork, Facebook, Microsoft Word, PowerPoint, Retail, Microsoft Excel
Education
Northern Arizona University 2012 — 2016
Devlin W. Fitzpatrick, SPHR/SHRM-SCP Devlin W. Fitzpatrick, SPHR/SHRM-SCP's First Investors Experience March 2002 - September 2007
Job MBA, Strategic Human Resources Business Partner
Industry Public Policy
Experience
Mathematica Policy Research March 2015 - Present
ESP, LLC September 2009 - March 2015
CoWorx Staffing Services LLC November 2008 - September 2009
Fortunoff September 2007 - September 2008
First Investors March 2002 - September 2007
MicroWarehouse, Inc. July 1999 - February 2002
Skills
Succession Planning, Employee Relations, Policy Writing, OSHA, FLSA, Affirmative Action, OFCCP, EEO compliance, Workers Compensation, Benefits Administration, Unemployment Claims, Diversity Recruitment, Interview Coaching, Compensation, SPHR, Change Management, Coaching, Training & Development, Union Avoidance, Job Coaching, Recruiting, Deferred Compensation, Series 6, Service Contract Act, Employee Training, Policy, Training, Talent Acquisition, Personnel Management, Leadership, Temporary Placement, Onboarding, Human Resources, Performance Management, Legal Compliance, FMLA, New Hire Orientations, Workforce Planning, College Recruiting
Education
Walden University 2004 — 2007
M.B.A., Human Resource Management
Thomas Edison State College 2000 — 2004
B.A., History
Ocean County College 1997 — 1999
A.A., History
St. Mary's High School 1993 — 1997
High School Diploma, College Prep
Mathematica Policy Research March 2015 - Present
ESP, LLC September 2009 - March 2015
CoWorx Staffing Services LLC November 2008 - September 2009
Fortunoff September 2007 - September 2008
First Investors March 2002 - September 2007
MicroWarehouse, Inc. July 1999 - February 2002
Skills
Succession Planning, Employee Relations, Policy Writing, OSHA, FLSA, Affirmative Action, OFCCP, EEO compliance, Workers Compensation, Benefits Administration, Unemployment Claims, Diversity Recruitment, Interview Coaching, Compensation, SPHR, Change Management, Coaching, Training & Development, Union Avoidance, Job Coaching, Recruiting, Deferred Compensation, Series 6, Service Contract Act, Employee Training, Policy, Training, Talent Acquisition, Personnel Management, Leadership, Temporary Placement, Onboarding, Human Resources, Performance Management, Legal Compliance, FMLA, New Hire Orientations, Workforce Planning, College Recruiting
Education
Walden University 2004 — 2007
M.B.A., Human Resource Management
Thomas Edison State College 2000 — 2004
B.A., History
Ocean County College 1997 — 1999
A.A., History
St. Mary's High School 1993 — 1997
High School Diploma, College Prep
Austin Bishop Austin Bishop's First Investors Experience December 2005 - January 2007
Job J.D., Thurgood Marshall School of Law
Industry Legal Services
Experience
Laxton Law July 2013 - August 2013
Robert Half Legal June 2012 - August 2012
McDowell Owens Engineering, Inc October 2007 - August 2011
Kingwood Personnel February 2007 - October 2007
First Investors December 2005 - January 2007
Kingwood Personnel July 2005 - December 2005
Government Consultants of LA August 2001 - July 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management
Education
Thurgood Marshall School of Law 2011 — 2014
Juris Doctor, Jurisprudence
Louisiana State University 2001 — 2003
B.A, English
McNeese State University 1999 — 2001
English Major, English
Laxton Law July 2013 - August 2013
Robert Half Legal June 2012 - August 2012
McDowell Owens Engineering, Inc October 2007 - August 2011
Kingwood Personnel February 2007 - October 2007
First Investors December 2005 - January 2007
Kingwood Personnel July 2005 - December 2005
Government Consultants of LA August 2001 - July 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management
Education
Thurgood Marshall School of Law 2011 — 2014
Juris Doctor, Jurisprudence
Louisiana State University 2001 — 2003
B.A, English
McNeese State University 1999 — 2001
English Major, English
Gavin Dizon-Roosa, MBA Gavin Dizon-Roosa, MBA's First Investors Experience October 2013 - Present
Job Associate Program Manager at First Investors
Industry Banking
Experience
First Investors October 2013 - Present
First Investors September 2011 - September 2013
The Bank of Tokyo-Mitsubishi UFJ June 2009 - August 2009
The Bank of Tokyo-Mitsubishi UFJ June 2008 - August 2008
Skills
MS Office Suite, Bloomberg Terminal, Mutual Funds, Financial Analysis, Banking, Securities, Financial Modeling, Series 6, FINRA Series 6, Leadership, Bloomberg, Fixed Income, Investments, Business Planning, Mission-Based Strategic..., Customer Relations, Training & Development, Issue Discovery &..., Cross-Functional Team..., Project Management, Strategic Partnerships, Forecasting Market..., Risk and Investment..., Equities, Microsoft Office, Customer Service
Education
Seton Hall University 2011 — 2012
MBA, Finance
Rochester Institute of Technology 2008 — 2011
Bachelor of Science, Business; International Business and Finance
First Investors October 2013 - Present
First Investors September 2011 - September 2013
The Bank of Tokyo-Mitsubishi UFJ June 2009 - August 2009
The Bank of Tokyo-Mitsubishi UFJ June 2008 - August 2008
Skills
MS Office Suite, Bloomberg Terminal, Mutual Funds, Financial Analysis, Banking, Securities, Financial Modeling, Series 6, FINRA Series 6, Leadership, Bloomberg, Fixed Income, Investments, Business Planning, Mission-Based Strategic..., Customer Relations, Training & Development, Issue Discovery &..., Cross-Functional Team..., Project Management, Strategic Partnerships, Forecasting Market..., Risk and Investment..., Equities, Microsoft Office, Customer Service
Education
Seton Hall University 2011 — 2012
MBA, Finance
Rochester Institute of Technology 2008 — 2011
Bachelor of Science, Business; International Business and Finance
Chinh Nguyen Chinh Nguyen's First Investors Experience 2002 - 2014
Job Senior Financial Services Representative at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation November 1999 - Present
First Investors 2002 - 2014
Oregon State University September 1993 - June 1999
Skills
Investments, Life Insurance, Series 63, Fixed Annuities, Wealth Management, Wealth Accumulation, IRAs, Strategic Financial..., Series 6, Investment Advisory, Asset Allocation, Asset Management, Retirement Savings, Series 7, 401k Rollovers, Uniform Combined State..., 401k, Portfolio Management, Personal Financial..., Series 65, Pensions
Education
Oregon State University 1993 — 1999
Bachlor, Communication
First Investors Corporation November 1999 - Present
First Investors 2002 - 2014
Oregon State University September 1993 - June 1999
Skills
Investments, Life Insurance, Series 63, Fixed Annuities, Wealth Management, Wealth Accumulation, IRAs, Strategic Financial..., Series 6, Investment Advisory, Asset Allocation, Asset Management, Retirement Savings, Series 7, 401k Rollovers, Uniform Combined State..., 401k, Portfolio Management, Personal Financial..., Series 65, Pensions
Education
Oregon State University 1993 — 1999
Bachlor, Communication
CAMELLIA BURTON CAMELLIA BURTON's First Investors Experience 2012 - Present
Job Payroll/Human Resources/Benefits Administrator
Industry Human Resources
Experience
First Investors 2012 - Present
State of NJ Dept of Developmental Disabilities(Adults) January 2008 - Present
Jewish Community Housing Corporation January 2007 - August 2009
Housing Commission of Anne Arundel County January 2006 - January 2006
Skills
Payroll and Human..., Ceridian Source 100,..., Payroll, ADP Payroll, Accounts Payable, General Ledger, Accounts Receivable, Employee Benefits, Invoicing, Journal Entries, Garnishments, 401k, Microsoft Excel, Tax, Payments, Benefits Administration, HRIS, Onboarding, Human Resources, Employee Relations, Deferred Compensation, Recruiting
Education
Raritan Valley Community College 2010 — 2012
Associates, Business Management w/ Acctg Focus
First Investors 2012 - Present
State of NJ Dept of Developmental Disabilities(Adults) January 2008 - Present
Jewish Community Housing Corporation January 2007 - August 2009
Housing Commission of Anne Arundel County January 2006 - January 2006
Skills
Payroll and Human..., Ceridian Source 100,..., Payroll, ADP Payroll, Accounts Payable, General Ledger, Accounts Receivable, Employee Benefits, Invoicing, Journal Entries, Garnishments, 401k, Microsoft Excel, Tax, Payments, Benefits Administration, HRIS, Onboarding, Human Resources, Employee Relations, Deferred Compensation, Recruiting
Education
Raritan Valley Community College 2010 — 2012
Associates, Business Management w/ Acctg Focus
Joseph Chiomastro Joseph Chiomastro's First Investors Experience June 2010 - August 2010
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi July 2014 - Present
Citi September 2011 - July 2014
Citi June 2011 - August 2011
First Investors June 2010 - August 2010
Skills
Superior Client Service, Convertible Bonds, Marketing, DTC, Omgeo Oasys, SPSS, Training, Security Clearance, Equities
Education
Niagara University 2007 — 2011
Bachelor of Commerce (B.Com.), Marketing, 3.66
Citi July 2014 - Present
Citi September 2011 - July 2014
Citi June 2011 - August 2011
First Investors June 2010 - August 2010
Skills
Superior Client Service, Convertible Bonds, Marketing, DTC, Omgeo Oasys, SPSS, Training, Security Clearance, Equities
Education
Niagara University 2007 — 2011
Bachelor of Commerce (B.Com.), Marketing, 3.66
Jordan Pieroni Jordan Pieroni's First Investors Experience July 2014 - September 2014
Job Renewal Specialist at CDW
Industry Computer Software
Experience
CDW January 2015 - Present
First Investors July 2014 - September 2014
Buffalo Wild Wings October 2013 - June 2014
Raising Cane's August 2012 - June 2014
Bass Pro Shops November 2010 - December 2012
Skills
Customer Service, Time Management, Microsoft Office, Microsoft Word, Teamwork, PowerPoint, Leadership
Education
University of Kentucky 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Northern Illinois University 2010 — 2012
Downers Grove North High School 2006 — 2010
CDW January 2015 - Present
First Investors July 2014 - September 2014
Buffalo Wild Wings October 2013 - June 2014
Raising Cane's August 2012 - June 2014
Bass Pro Shops November 2010 - December 2012
Skills
Customer Service, Time Management, Microsoft Office, Microsoft Word, Teamwork, PowerPoint, Leadership
Education
University of Kentucky 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Northern Illinois University 2010 — 2012
Downers Grove North High School 2006 — 2010
Erik Jaqua Erik Jaqua's First Investors Experience June 2012 - August 2012
Job Finance focused. Analytical thinker. Intent on Growth.
Industry Financial Services
Experience
LifeWorks NW January 2015 - Present
LifeWorks NW September 2014 - January 2015
Debs Mixers September 2012 - May 2014
Tau Kappa Epsilon at Oregon State University January 2012 - January 2013
Black Butte Ranch June 2012 - September 2012
First Investors June 2012 - August 2012
SnoPac Products June 2011 - July 2011
Tau Kappa Epsilon at Oregon State University April 2010 - June 2011
Tau Kappa Epsilon at Oregon State University January 2010 - December 2010
Skills
Event Management, Organizational..., Budgets, Budgeting, People Skills, Fundraising, Leadership, Microsoft Office, Management, Social Networking, Facebook, Analysis, Outlook, PowerPoint, Accounting, Marketing, Time Management, Event Planning, Critical Thinking, Teamwork, Customer Service, Data Entry, Public Speaking, Recruiting, Microsoft Word, Microsoft Excel, Data Analysis, Sales, Team Leadership
Education
Oregon State University 2008 — 2014
Bachelor of Science (B.S.), Finance & Business Administration (double degree)
Aarhus Universitet 2013 — 2013
International Business
McKay High School 2004 — 2008
High School Diploma
LifeWorks NW January 2015 - Present
LifeWorks NW September 2014 - January 2015
Debs Mixers September 2012 - May 2014
Tau Kappa Epsilon at Oregon State University January 2012 - January 2013
Black Butte Ranch June 2012 - September 2012
First Investors June 2012 - August 2012
SnoPac Products June 2011 - July 2011
Tau Kappa Epsilon at Oregon State University April 2010 - June 2011
Tau Kappa Epsilon at Oregon State University January 2010 - December 2010
Skills
Event Management, Organizational..., Budgets, Budgeting, People Skills, Fundraising, Leadership, Microsoft Office, Management, Social Networking, Facebook, Analysis, Outlook, PowerPoint, Accounting, Marketing, Time Management, Event Planning, Critical Thinking, Teamwork, Customer Service, Data Entry, Public Speaking, Recruiting, Microsoft Word, Microsoft Excel, Data Analysis, Sales, Team Leadership
Education
Oregon State University 2008 — 2014
Bachelor of Science (B.S.), Finance & Business Administration (double degree)
Aarhus Universitet 2013 — 2013
International Business
McKay High School 2004 — 2008
High School Diploma
Thomas Coyle Thomas Coyle's First Investors Experience August 2011 - June 2012
Job Tax Associate at Frank Hirth
Industry Accounting
Experience
Frank Hirth July 2012 - Present
First Investors August 2011 - June 2012
FTI Consulting July 2010 - August 2010
Skills
Income Tax, Tax Preparation, International Tax
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Accounting
Frank Hirth July 2012 - Present
First Investors August 2011 - June 2012
FTI Consulting July 2010 - August 2010
Skills
Income Tax, Tax Preparation, International Tax
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Accounting
Amanda Conforti's First Investors Experience June 2006 - November 2006
Job Management Liability Underwriter & PartTime MBA Student
Industry Insurance
Experience
AIG October 2009 - Present
AIG January 2008 - October 2009
AIG December 2006 - December 2007
First Investors June 2006 - November 2006
Skills
Casualty, Commercial Insurance, D&O, Underwriting, Fiduciary, Property & Casualty..., Liability, General Insurance, Professional Liability, Commercial Lines, Insurance, Brokers, Employment Practices..., Claim, Excess, Leadership, Problem Solving, UAT Coordination, Process Improvement
Education
Rutgers Graduate Business School 2011 — 2015
Masters in Business Administration, Marketing & Management/Business Strategy, 3.985
The College of New Jersey 2002 — 2006
BA, Psychology; Minors: Criminal Justice, French, 3.862
AIG October 2009 - Present
AIG January 2008 - October 2009
AIG December 2006 - December 2007
First Investors June 2006 - November 2006
Skills
Casualty, Commercial Insurance, D&O, Underwriting, Fiduciary, Property & Casualty..., Liability, General Insurance, Professional Liability, Commercial Lines, Insurance, Brokers, Employment Practices..., Claim, Excess, Leadership, Problem Solving, UAT Coordination, Process Improvement
Education
Rutgers Graduate Business School 2011 — 2015
Masters in Business Administration, Marketing & Management/Business Strategy, 3.985
The College of New Jersey 2002 — 2006
BA, Psychology; Minors: Criminal Justice, French, 3.862
Sheila Gentile Sheila Gentile's First Investors Experience March 2013 - Present
Job Surveillance Analyst at First Investors
Industry Financial Services
Experience
First Investors March 2013 - Present
First Investors December 2010 - March 2013
Waddell & Reed January 2010 - May 2010
University of Hartford August 2009 - December 2009
Skills
Microsoft Excel, WebCRD, NetX360, Phone Coverage, Data Entry, Mutual Funds, Finance, Economics, Insurance, Series 7, Series 63, Series 24, Series 65
Education
University of Hartford 2006 — 2010
Bachelor of Science (B.S.), Economics/Finance/Insurance
National University of Ireland, Galway 2008 — 2008
First Investors March 2013 - Present
First Investors December 2010 - March 2013
Waddell & Reed January 2010 - May 2010
University of Hartford August 2009 - December 2009
Skills
Microsoft Excel, WebCRD, NetX360, Phone Coverage, Data Entry, Mutual Funds, Finance, Economics, Insurance, Series 7, Series 63, Series 24, Series 65
Education
University of Hartford 2006 — 2010
Bachelor of Science (B.S.), Economics/Finance/Insurance
National University of Ireland, Galway 2008 — 2008
Devanshi Bharwada Devanshi Bharwada's First Investors Experience August 2010 - April 2011
Job HR/PY Project Management Operations Global Finance at Johnson & Johnson
Industry Hospital & Health Care
Experience
Johnson & Johnson December 2011 - Present
First Investors August 2010 - April 2011
Skills
Auditing, Management, Finance, Internal Audit, Sarbanes-Oxley Act, Access, US GAAP, Journal Entries, Forecasting, Accounts Payable, Microsoft Excel, Sarbanes-Oxley, Microsoft Word, PowerPoint, Accounts Receivable, General Ledger, Accounting
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2013
Bachelors in Accounting and Finance
Middlesex County College 2008 — 2010
Associate's degree, Business Administration and Management, General
Johnson & Johnson December 2011 - Present
First Investors August 2010 - April 2011
Skills
Auditing, Management, Finance, Internal Audit, Sarbanes-Oxley Act, Access, US GAAP, Journal Entries, Forecasting, Accounts Payable, Microsoft Excel, Sarbanes-Oxley, Microsoft Word, PowerPoint, Accounts Receivable, General Ledger, Accounting
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2013
Bachelors in Accounting and Finance
Middlesex County College 2008 — 2010
Associate's degree, Business Administration and Management, General
Donna Burden's First Investors Experience August 1987 - August 1988
Job Asset Technician
Industry Information Technology and Services
Experience
Mount Moriah Christian Church May 2010 - Present
Godly Women on the Move Ministry January 2005 - Present
CBN October 1988 - Present
First Investors August 1987 - August 1988
Sears, Roebuck and Co. August 1974 - June 1987
Skills
Team Building, Public Speaking, Troubleshooting, Microsoft SQL Server, Strategic Planning, Project Management, Team Leadership, Microsoft Office, Windows, Customer Service, Nonprofits, Fundraising, Integration, Community Outreach, Program Management, Editing, System Administration, Event Planning, Training, Leadership, Social Media, Social Networking, Project Planning, Access, Public Relations, Leadership Development, Change Management, Blogging, Social Media Marketing, Coaching, Event Management, Entrepreneurship, Creative Writing, Start-ups, Teaching, Marketing Communications, Marketing, Research, Video Production, Advertising, Video Editing, Videography, Newsletters, Video, Journalism, Copy Editing
Education
Regent University 2014 — 2017
Bachelor of Science (BS), Information Technology
Saint Leo University 1993 — 1994
Computer Science
Tidewater Community College 1983 — 1985
Associate's Degree, Business Administration and Management, General
Mount Moriah Christian Church May 2010 - Present
Godly Women on the Move Ministry January 2005 - Present
CBN October 1988 - Present
First Investors August 1987 - August 1988
Sears, Roebuck and Co. August 1974 - June 1987
Skills
Team Building, Public Speaking, Troubleshooting, Microsoft SQL Server, Strategic Planning, Project Management, Team Leadership, Microsoft Office, Windows, Customer Service, Nonprofits, Fundraising, Integration, Community Outreach, Program Management, Editing, System Administration, Event Planning, Training, Leadership, Social Media, Social Networking, Project Planning, Access, Public Relations, Leadership Development, Change Management, Blogging, Social Media Marketing, Coaching, Event Management, Entrepreneurship, Creative Writing, Start-ups, Teaching, Marketing Communications, Marketing, Research, Video Production, Advertising, Video Editing, Videography, Newsletters, Video, Journalism, Copy Editing
Education
Regent University 2014 — 2017
Bachelor of Science (BS), Information Technology
Saint Leo University 1993 — 1994
Computer Science
Tidewater Community College 1983 — 1985
Associate's Degree, Business Administration and Management, General
Thomas Sanborn Thomas Sanborn's First Investors Experience January 1986 - September 1992
Job Owner at Rings island Financial
Industry Financial Services
Experience
Rings Island Financial April 2012 - Present
Essex Securities March 2010 - July 2010
Schooner Financial Associates January 1992 - August 2008
First Investors January 1986 - September 1992
Skills
Financial Analysis, Credit, Banking, Life Insurance, Disability Insurance, Fixed Income
Education
Plymouth State University 1980 — 1984
BS, Education, 3.43, Magna Cume Laude
Marshwood High School 1976 — 1980
Graduate, Music Performance, General, 12
Rings Island Financial April 2012 - Present
Essex Securities March 2010 - July 2010
Schooner Financial Associates January 1992 - August 2008
First Investors January 1986 - September 1992
Skills
Financial Analysis, Credit, Banking, Life Insurance, Disability Insurance, Fixed Income
Education
Plymouth State University 1980 — 1984
BS, Education, 3.43, Magna Cume Laude
Marshwood High School 1976 — 1980
Graduate, Music Performance, General, 12
KIERNAN EASTON KIERNAN EASTON's First Investors Experience September 2014 - January 2015
Job Wealth Manager, Dynamic Wealth Solutions, LLC
Industry Investment Management
Experience
Dynamic Wealth Solutions, LLC March 2015 - Present
First Investors September 2014 - January 2015
Associated Students of Michigan State University September 2009 - May 2014
Education
Michigan State University 2009 — 2014
Bachelor of Arts (B.A.), Economics
Michigan State University
Economics
Dynamic Wealth Solutions, LLC March 2015 - Present
First Investors September 2014 - January 2015
Associated Students of Michigan State University September 2009 - May 2014
Education
Michigan State University 2009 — 2014
Bachelor of Arts (B.A.), Economics
Michigan State University
Economics
Connor Cocopardo Connor Cocopardo's First Investors Experience November 2013 - April 2014
Job Business Analyst at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions November 2014 - Present
First Investors November 2013 - April 2014
The Woodlark Companies July 2012 - September 2013
Marist College May 2012 - June 2012
The Woodlark Companies 2011 - 2011
Skills
Series 6, Series 63, Licensed Life Insurance..., Marketing, Advertising, Real Estate, QuickBooks, Business Strategy, OneSite, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cpr Certified, Event Planning, Salesforce.com, Outlook, Social Networking, Management, Social Media
Education
Marist College 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Miami University 2008 — 2010
Broadridge Financial Solutions November 2014 - Present
First Investors November 2013 - April 2014
The Woodlark Companies July 2012 - September 2013
Marist College May 2012 - June 2012
The Woodlark Companies 2011 - 2011
Skills
Series 6, Series 63, Licensed Life Insurance..., Marketing, Advertising, Real Estate, QuickBooks, Business Strategy, OneSite, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cpr Certified, Event Planning, Salesforce.com, Outlook, Social Networking, Management, Social Media
Education
Marist College 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Miami University 2008 — 2010
Christine Nycz's First Investors Experience October 2009 - May 2010
Job Director of Marketing
Industry Marketing and Advertising
Experience
Principal Builders, Inc. November 2014 - Present
Blue Shield of California August 2014 - September 2014
Breakthrough Breast Cancer June 2013 - November 2013
First Investors October 2009 - May 2010
Skills
Social Networking, Public Relations, Social Media, Event Planning, Microsoft Office, Sales, Business Development, Training, PowerPoint, Editing, Customer Service, Research, Advertising, Public Speaking, InDesign, Photoshop, Illustrator, Marketing, Leadership
Education
Ohio University 2003 — 2008
Bachelor of Specialized Studies, Advertising and Psychology
Perrysburg High School 1999 — 2003
Principal Builders, Inc. November 2014 - Present
Blue Shield of California August 2014 - September 2014
Breakthrough Breast Cancer June 2013 - November 2013
First Investors October 2009 - May 2010
Skills
Social Networking, Public Relations, Social Media, Event Planning, Microsoft Office, Sales, Business Development, Training, PowerPoint, Editing, Customer Service, Research, Advertising, Public Speaking, InDesign, Photoshop, Illustrator, Marketing, Leadership
Education
Ohio University 2003 — 2008
Bachelor of Specialized Studies, Advertising and Psychology
Perrysburg High School 1999 — 2003
Montrell Morgan Montrell Morgan's First Investors Experience June 2013 - July 2013
Job Operations Analyst Intern at Wells Fargo Securities
Industry Financial Services
Experience
Omega Sports June 2008 - December 2014
Wells Fargo Securities June 2014 - August 2014
Park Sterling Bank September 2013 - January 2014
First Investors June 2013 - July 2013
NewDominion Bank March 2013 - June 2013
Skills
Public Speaking, Customer Service, Team Leadership, Merchandising, Financial Analysis, PowerPoint, Microsoft Excel, Sageworks, Data Analysis, Analysis, Accounting, Loans, Budgets, Finance, Banking, Commercial Banking, Process Improvement, Underwriting, Sales, Strategy, Sales Management, Training, Marketing, Leadership, Commercial Lending, Risk Management, Small Business Lending, Cross-functional Team..., Credit, Cash Management, Financial Accounting, Financial Reporting, Credit Analysis, Team Building, Retail Banking, Relationship Management, Management, Commercial Real Estate, Commercial Mortgages
Education
Queens University of Charlotte 2012 — 2014
Bachelor of Business Administration (B.B.A.), Minor in American Political Studies, Finance, 3.53
University of Dayton
Omega Sports June 2008 - December 2014
Wells Fargo Securities June 2014 - August 2014
Park Sterling Bank September 2013 - January 2014
First Investors June 2013 - July 2013
NewDominion Bank March 2013 - June 2013
Skills
Public Speaking, Customer Service, Team Leadership, Merchandising, Financial Analysis, PowerPoint, Microsoft Excel, Sageworks, Data Analysis, Analysis, Accounting, Loans, Budgets, Finance, Banking, Commercial Banking, Process Improvement, Underwriting, Sales, Strategy, Sales Management, Training, Marketing, Leadership, Commercial Lending, Risk Management, Small Business Lending, Cross-functional Team..., Credit, Cash Management, Financial Accounting, Financial Reporting, Credit Analysis, Team Building, Retail Banking, Relationship Management, Management, Commercial Real Estate, Commercial Mortgages
Education
Queens University of Charlotte 2012 — 2014
Bachelor of Business Administration (B.B.A.), Minor in American Political Studies, Finance, 3.53
University of Dayton
Bryce Brandaw's First Investors Experience June 2010 — September 2010
Job Tax Senior at Geffen Mesher
Industry Accounting
Experience
Moss Adams October 2013 — Present
UTi Worldwide Inc. February 2012 — October 2013
Oregon State University June 2010 — March 2012
First Investors June 2010 — September 2010
Illahe Hills Country Club January 2005 — January 2009
Skills
Microsoft Word, Accounting, Microsoft Office, Data Analysis, Microsoft Excel, Financial Reporting, PowerPoint, Financial Analysis
Education
Oregon State University 2006 — 2011
BA, Finance and Accounting
Moss Adams October 2013 — Present
UTi Worldwide Inc. February 2012 — October 2013
Oregon State University June 2010 — March 2012
First Investors June 2010 — September 2010
Illahe Hills Country Club January 2005 — January 2009
Skills
Microsoft Word, Accounting, Microsoft Office, Data Analysis, Microsoft Excel, Financial Reporting, PowerPoint, Financial Analysis
Education
Oregon State University 2006 — 2011
BA, Finance and Accounting
David Beaudoin's First Investors Experience 1994 - 2001
Job Vice President, Data Architecture
Industry Financial Services
Experience
IBM November 2003 - June 2007
First Investors 1994 - 2001
Skills
Business Intelligence, Data Warehousing, Database Administration
Education
Marist College 2005 — 2010
MBA
Rutgers University-New Brunswick 1989 — 1993
BS
IBM November 2003 - June 2007
First Investors 1994 - 2001
Skills
Business Intelligence, Data Warehousing, Database Administration
Education
Marist College 2005 — 2010
MBA
Rutgers University-New Brunswick 1989 — 1993
BS
Jennifer Evans's First Investors Experience 2002 - 2004
Job Project Manager at AT&T
Industry Information Technology and Services
Experience
AT&T July 2008 - Present
Shell Oil Company February 2001 - June 2008
Shell Information Technology International Inc. 2003 - 2008
First Investors 2002 - 2004
Skills
Information Technology, Telecommunications, Infrastructure, College Recruiting, Applicant Tracking..., Technical Recruiting, Recruiting, Resource Management, Onboarding, Consulting, Project Management, Cisco Technologies, Security, Leadership, Project Planning, Process Improvement, Project Portfolio..., Management, SDLC, Management Consulting, MS Project, Training, Integration, Outsourcing, Networking, Team Building, Microsoft Project
Education
Prairie View A&M University 1995 — 2000
Bachelor of Science (B.S.), Electrical Engineering
Booker T. Washington 1993 — 1995
High School for Engineering Professions, High School/Secondary Diplomas
AT&T July 2008 - Present
Shell Oil Company February 2001 - June 2008
Shell Information Technology International Inc. 2003 - 2008
First Investors 2002 - 2004
Skills
Information Technology, Telecommunications, Infrastructure, College Recruiting, Applicant Tracking..., Technical Recruiting, Recruiting, Resource Management, Onboarding, Consulting, Project Management, Cisco Technologies, Security, Leadership, Project Planning, Process Improvement, Project Portfolio..., Management, SDLC, Management Consulting, MS Project, Training, Integration, Outsourcing, Networking, Team Building, Microsoft Project
Education
Prairie View A&M University 1995 — 2000
Bachelor of Science (B.S.), Electrical Engineering
Booker T. Washington 1993 — 1995
High School for Engineering Professions, High School/Secondary Diplomas
Jesse McHugh's First Investors Experience March 2008 - September 2008
Job Sales Assistant at Insurance Exchange and Medicare Solutions
Industry Insurance
Experience
Insurance Exchange and Medicare Solutions January 2013 - Present
Anthem November 2010 - December 2012
US Bank June 2009 - August 2010
First Investors March 2008 - September 2008
Skills
Employee Benefits, Long-term Care, Medicare, Life Insurance, Long Term Care Insurance, Sales, Financial Services, Health Insurance, Disability Insurance, Strategic Planning, Event Planning, Time Management
Education
Morehead State University 2002 — 2007
Bachelors of Business Administration, Computer Information Systems
Insurance Exchange and Medicare Solutions January 2013 - Present
Anthem November 2010 - December 2012
US Bank June 2009 - August 2010
First Investors March 2008 - September 2008
Skills
Employee Benefits, Long-term Care, Medicare, Life Insurance, Long Term Care Insurance, Sales, Financial Services, Health Insurance, Disability Insurance, Strategic Planning, Event Planning, Time Management
Education
Morehead State University 2002 — 2007
Bachelors of Business Administration, Computer Information Systems
Amanda Mason Psy.D.'s First Investors Experience October 2004 - February 2005
Job Post Doctoral Fellow at San Francisco Neuropsychology Specialists
Industry Mental Health Care
Experience
San Francisco Neuropsychology Specialists August 2011 - Present
Russell Schreiber, Psy.D, Private Practice September 2010 - Present
Sonoma County CASA 2010 - Present
Haymount Mason and Associates September 2009 - February 2011
Lomi Clinic 2010 - 2011
Student Psychological Services SRJC August 2007 - September 2009
iD Tech Camps May 2008 - August 2008
Pacific Institute for Research and Evaluation 2006 - 2007
American Indian Film Institute April 2005 - April 2006
First Investors October 2004 - February 2005
Skills
Clinical psychology, Psychometrics, Mindfulness, Somatics, Psychological Assessment, Clinical Psychology, Neuropsychology, Neuropsychological..., Psychotherapy
Education
Argosy University San Francisco Bay Area 2006 — 2010
PsyD, Clinical Psychology
University of Colorado Boulder 2002 — 2004
BA, Sociology and Social Psychology
Metropolitan State College of Denver 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Sociology and Social Psychology
The University of Texas at Austin 1993 — 1995
Natural Sciences
San Francisco Neuropsychology Specialists August 2011 - Present
Russell Schreiber, Psy.D, Private Practice September 2010 - Present
Sonoma County CASA 2010 - Present
Haymount Mason and Associates September 2009 - February 2011
Lomi Clinic 2010 - 2011
Student Psychological Services SRJC August 2007 - September 2009
iD Tech Camps May 2008 - August 2008
Pacific Institute for Research and Evaluation 2006 - 2007
American Indian Film Institute April 2005 - April 2006
First Investors October 2004 - February 2005
Skills
Clinical psychology, Psychometrics, Mindfulness, Somatics, Psychological Assessment, Clinical Psychology, Neuropsychology, Neuropsychological..., Psychotherapy
Education
Argosy University San Francisco Bay Area 2006 — 2010
PsyD, Clinical Psychology
University of Colorado Boulder 2002 — 2004
BA, Sociology and Social Psychology
Metropolitan State College of Denver 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Sociology and Social Psychology
The University of Texas at Austin 1993 — 1995
Natural Sciences
John Billinghire Jr's First Investors Experience May 2001 - August 2001
Job Managing Partner, Director of Sales & Marketing
Industry Information Technology and Services
Experience
Great Lakes Web Design August 2014 - Present
Ambassador Investment Group January 2012 - Present
Molly's Bistro November 2010 - September 2011
BlueWater Angels August 2008 - May 2009
J.E. Johnson, Inc. June 2007 - February 2008
RadioShack September 2002 - June 2007
First Investors May 2001 - August 2001
Skills
Strategic Planning, Leadership, Microsoft Office, Customer Service, Data Analysis, Team Building, Management, Marketing, Market Research, Sales, Training, Strategy, Marketing Strategy, Project Management
Education
University of Michigan-Flint 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Purdue University 1997 — 2002
Bachelor of Science (B.S.), Management
Great Lakes Web Design August 2014 - Present
Ambassador Investment Group January 2012 - Present
Molly's Bistro November 2010 - September 2011
BlueWater Angels August 2008 - May 2009
J.E. Johnson, Inc. June 2007 - February 2008
RadioShack September 2002 - June 2007
First Investors May 2001 - August 2001
Skills
Strategic Planning, Leadership, Microsoft Office, Customer Service, Data Analysis, Team Building, Management, Marketing, Market Research, Sales, Training, Strategy, Marketing Strategy, Project Management
Education
University of Michigan-Flint 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Purdue University 1997 — 2002
Bachelor of Science (B.S.), Management
Betty Brzuchac's First Investors Experience 1980 - 2013
Job Licensed massage therapist/certified bodyworker at Betty A. Brzuchac, L.M.T.
Industry Health, Wellness and Fitness
Experience
Betty Brzuchac, LMT November 1994 - Present
Betty A. Brzuchac, L.M.T. November 1994 - Present
First Investors 1980 - 2013
First Investors 1980 - 2013
Skills
Therapeutic Massage, Bodywork, Wellness, Small Business, Public Speaking, Customer Service, Marketing, Social Media, Social Networking, Event Planning, Team Building, Coaching, Sales, Leadership, Microsoft Office, Strategic Planning, Microsoft Excel, Microsoft Word, Personal Development, Social Media Marketing, New Business Development, Chair Massage, Entrepreneurship, Business Planning, Deep Tissue Massage
Education
Stillpoint Center School of Massage 1992 — 1994
Graduated, Massage Therapy/Therapeutic Massage
Rensselaer Polytechnic Institute 1982 — 1984
Master of Science (MS), Technical Writing and Editing
Betty Brzuchac, LMT November 1994 - Present
Betty A. Brzuchac, L.M.T. November 1994 - Present
First Investors 1980 - 2013
First Investors 1980 - 2013
Skills
Therapeutic Massage, Bodywork, Wellness, Small Business, Public Speaking, Customer Service, Marketing, Social Media, Social Networking, Event Planning, Team Building, Coaching, Sales, Leadership, Microsoft Office, Strategic Planning, Microsoft Excel, Microsoft Word, Personal Development, Social Media Marketing, New Business Development, Chair Massage, Entrepreneurship, Business Planning, Deep Tissue Massage
Education
Stillpoint Center School of Massage 1992 — 1994
Graduated, Massage Therapy/Therapeutic Massage
Rensselaer Polytechnic Institute 1982 — 1984
Master of Science (MS), Technical Writing and Editing
Anthony Casale, CFP®'s First Investors Experience December 2007 - August 2009
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
The Ayco Company, L.P. September 2009 - November 2011
First Investors December 2007 - August 2009
Skills
Risk Management, Finance
Education
Rensselaer Polytechnic Institute 2006 — 2008
Bachelor of Science in Management
Stony Brook University 2003 — 2006
Finance
Fidelity Investments November 2011 - Present
The Ayco Company, L.P. September 2009 - November 2011
First Investors December 2007 - August 2009
Skills
Risk Management, Finance
Education
Rensselaer Polytechnic Institute 2006 — 2008
Bachelor of Science in Management
Stony Brook University 2003 — 2006
Finance
Joseph A. Gergen's First Investors Experience February 2014 - May 2014
Job Experienced Financial/Credit Analyst and Lending Professional @ First State Bank/Transfirst/Security National Bank/Other
Industry Financial Services
Experience
Colonial Life October 2014 - Present
First Investors February 2014 - May 2014
Leopard Lanes and Wildcat Lanes January 2013 - February 2013
"Trustee" of Estate November 2011 - December 2012
First State Bank April 2010 - October 2011
TransFirst August 2009 - April 2010
Security National Bank March 1999 - May 2009
Additional Experience July 1980 - January 1999
Skills
Credit, Loans, Commercial Banking, Credit Analysis, Credit Risk, Consumer Lending, Commercial Lending, Small Business Lending, Financial Risk, Cash Flow, Underwriting, Banking, Retail Banking, Mortgage Lending, Cross Selling, Portfolio Management, Risk Management, Financial Analysis, Cash Management, Finance, Analysis, Insurance, Inspection, Relationship Management, Auditing
Education
University of Nebraska-Lincoln 1982 — 1983
27 Hours, Agriculture and Agricultural Economics
Peru State College 1975 — 1979
Bachelor's degree, Business Administration and Management, General
Colonial Life October 2014 - Present
First Investors February 2014 - May 2014
Leopard Lanes and Wildcat Lanes January 2013 - February 2013
"Trustee" of Estate November 2011 - December 2012
First State Bank April 2010 - October 2011
TransFirst August 2009 - April 2010
Security National Bank March 1999 - May 2009
Additional Experience July 1980 - January 1999
Skills
Credit, Loans, Commercial Banking, Credit Analysis, Credit Risk, Consumer Lending, Commercial Lending, Small Business Lending, Financial Risk, Cash Flow, Underwriting, Banking, Retail Banking, Mortgage Lending, Cross Selling, Portfolio Management, Risk Management, Financial Analysis, Cash Management, Finance, Analysis, Insurance, Inspection, Relationship Management, Auditing
Education
University of Nebraska-Lincoln 1982 — 1983
27 Hours, Agriculture and Agricultural Economics
Peru State College 1975 — 1979
Bachelor's degree, Business Administration and Management, General
Ali Lokhandwala's First Investors Experience June 2010 - August 2010
Job Business Analyst at Vestmark
Industry Financial Services
Experience
Vestmark August 2015 - Present
Maxima Consulting, Inc. March 2012 - August 2015
Infinity Hotel Group September 2010 - February 2012
First Investors June 2010 - August 2010
India Infoline Ltd August 2008 - August 2009
Skills
Financial Modeling, Management, New Business Development, Equities, Software Documentation, Vendor Management, Analysis, Cash Management, Foreign Exchange, Business Process Design, Process Improvement, Strategic Planning, Business Analysis, Fixed Income, Negotiation, Finance, Financial Analysis, SDLC, Corporate Finance, Risk Management
Education
Rutgers, The State University of New Jersey-Camden 2009 — 2011
MBA, Finance, 3.6 GPA
University of Mumbai 2006 — 2008
Masters in Commerce, Financial Accounting
University of Mumbai 2003 — 2006
Bachelors of Commerce, Accounting & Taxation
Vestmark August 2015 - Present
Maxima Consulting, Inc. March 2012 - August 2015
Infinity Hotel Group September 2010 - February 2012
First Investors June 2010 - August 2010
India Infoline Ltd August 2008 - August 2009
Skills
Financial Modeling, Management, New Business Development, Equities, Software Documentation, Vendor Management, Analysis, Cash Management, Foreign Exchange, Business Process Design, Process Improvement, Strategic Planning, Business Analysis, Fixed Income, Negotiation, Finance, Financial Analysis, SDLC, Corporate Finance, Risk Management
Education
Rutgers, The State University of New Jersey-Camden 2009 — 2011
MBA, Finance, 3.6 GPA
University of Mumbai 2006 — 2008
Masters in Commerce, Financial Accounting
University of Mumbai 2003 — 2006
Bachelors of Commerce, Accounting & Taxation
Vincent Leone's First Investors Experience April 2014 - Present
Job Mail Logger at First Investors
Industry Marketing and Advertising
Experience
First Investors April 2014 - Present
St. Veronica School June 2007 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Time Management, Social Media, Photoshop, Research
Education
Moravian College 2009 — 2013
Bachelor of Arts (BA), Marketing/Management
First Investors April 2014 - Present
St. Veronica School June 2007 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Time Management, Social Media, Photoshop, Research
Education
Moravian College 2009 — 2013
Bachelor of Arts (BA), Marketing/Management
Evan Squires's First Investors Experience 2010 - 2010
Job Assistant Vice President Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citi March 2011 - Present
First Investors 2010 - 2010
Skills
Social Networking, Customer Service, Social Media, PowerPoint, Microsoft Office, Equities, Middle Office, Microsoft Excel, Outlook, Microsoft Word, Management, Analysis, Project Management, Financial Analysis, Risk Management, Settlement, New Business Development
Education
State University of New York College at Brockport 2007 — 2010
Peking University
Citi March 2011 - Present
First Investors 2010 - 2010
Skills
Social Networking, Customer Service, Social Media, PowerPoint, Microsoft Office, Equities, Middle Office, Microsoft Excel, Outlook, Microsoft Word, Management, Analysis, Project Management, Financial Analysis, Risk Management, Settlement, New Business Development
Education
State University of New York College at Brockport 2007 — 2010
Peking University
Joseph Dube's First Investors Experience August 2013 - January 2015
Job Jr. Contracts Administrator/Budget Analyst at AASKI Technology
Industry Defense & Space
Experience
AASKI Technology January 2015 - Present
First Investors August 2013 - January 2015
First Investors Corporation August 2011 - August 2013
Volpe's Cream King May 2008 - September 2011
L'Oréal April 2011 - June 2011
York Realty Services LLC October 2010 - April 2011
Merrimack College September 2007 - May 2010
Foxx Enterprises, LLC May 2007 - August 2007
Skills
Investments, Financial Analysis, PowerPoint, Business Strategy, Time Management, Accounting, Management, Leadership, Public Speaking, Marketing, Finance, Banking, Analysis, Risk Management, Corporate Finance, Financial Services, Mutual Funds
Education
Merrimack College 2006 — 2010
Bachelor, Business Administration; Finance
St. Rose High School
University of Westminster
AASKI Technology January 2015 - Present
First Investors August 2013 - January 2015
First Investors Corporation August 2011 - August 2013
Volpe's Cream King May 2008 - September 2011
L'Oréal April 2011 - June 2011
York Realty Services LLC October 2010 - April 2011
Merrimack College September 2007 - May 2010
Foxx Enterprises, LLC May 2007 - August 2007
Skills
Investments, Financial Analysis, PowerPoint, Business Strategy, Time Management, Accounting, Management, Leadership, Public Speaking, Marketing, Finance, Banking, Analysis, Risk Management, Corporate Finance, Financial Services, Mutual Funds
Education
Merrimack College 2006 — 2010
Bachelor, Business Administration; Finance
St. Rose High School
University of Westminster
Mikhail Zarkh's First Investors Experience 2015 - 2015
Job MBA Candidate Class of 2016 at Yale School of Management
Industry Financial Services
Experience
First Investors 2015 - 2015
A Tiger Cub Fund 2014 - 2015
Travelers 2013 - 2014
Travelers 2011 - 2014
Martin Investment Management, LLC June 2010 - September 2010
Skills
Equities, Fixed Income, Data Analysis, Trading, Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Office, Research, PowerPoint
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (MBA)
Northwestern University 2007 — 2011
BA, Economics, International Studies
First Investors 2015 - 2015
A Tiger Cub Fund 2014 - 2015
Travelers 2013 - 2014
Travelers 2011 - 2014
Martin Investment Management, LLC June 2010 - September 2010
Skills
Equities, Fixed Income, Data Analysis, Trading, Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Office, Research, PowerPoint
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (MBA)
Northwestern University 2007 — 2011
BA, Economics, International Studies
Michelle Chaisson's First Investors Experience 2000 - 2004
Job Owner and Manager of The Sword of Truth Series Book Club
Industry Internet
Experience
United Country-Crockett Springs Real Estate April 2008 - August 2014
First Investors 2000 - 2004
U.S. Army November 1993 - May 1996
Education
Nicholls State University 1997 — 2000
Bachelor’s Degree, Business Administration and Management, General
United Country-Crockett Springs Real Estate April 2008 - August 2014
First Investors 2000 - 2004
U.S. Army November 1993 - May 1996
Education
Nicholls State University 1997 — 2000
Bachelor’s Degree, Business Administration and Management, General
Meaghan Hollywood's First Investors Experience June 2005 - April 2009
Job Executive Assistant to the CEO
Industry Financial Services
Experience
AEPG® Wealth Strategies November 2013 - August 2015
CrestPointe Financial Partners - an Independent Firm May 2009 - November 2013
First Investors June 2005 - April 2009
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Microsoft Office, Research, Outlook, Editing, English, Windows, Photoshop, HTML, Series 6, Notary, Management, Junxure, Facebook, Administrative..., Executive Support
Education
Thomas Edison State College
Bachelor of Arts (BA), Social Sciences
Thomas Edison State College 2014 — 2015
Bachelor’s Degree, Social Science
Rutgers, The State University of New Jersey-New Brunswick
Liberal Arts and Sciences/Liberal Studies
Raritan Valley Community College
Mother Seton 1992 — 1996
AEPG® Wealth Strategies November 2013 - August 2015
CrestPointe Financial Partners - an Independent Firm May 2009 - November 2013
First Investors June 2005 - April 2009
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Microsoft Office, Research, Outlook, Editing, English, Windows, Photoshop, HTML, Series 6, Notary, Management, Junxure, Facebook, Administrative..., Executive Support
Education
Thomas Edison State College
Bachelor of Arts (BA), Social Sciences
Thomas Edison State College 2014 — 2015
Bachelor’s Degree, Social Science
Rutgers, The State University of New Jersey-New Brunswick
Liberal Arts and Sciences/Liberal Studies
Raritan Valley Community College
Mother Seton 1992 — 1996
Scott Toppi's First Investors Experience December 2006 - January 2007
Job Financial Services Advisory at PwC
Industry Financial Services
Experience
PwC April 2012 - Present
AllianceBernstein July 2009 - April 2012
Alliance Bernstein Asset Management June 2008 - July 2009
Jennison Associates July 2007 - August 2007
First Investors December 2006 - January 2007
Trans-Lux/Fair-Play, Inc. May 2006 - August 2006
Skills
Bloomberg, Equities, Fixed Income, Asset Managment, Asset Allocation, Portfolio Management, Series 7, Investments, Bloomberg Terminal, Mutual Funds, Financial Modeling, Hedge Funds, Alternative Investments, Financial Analysis, Trading
Education
Manhattan College 2004 — 2008
B.S, Finance, Computer Information Systems
PwC April 2012 - Present
AllianceBernstein July 2009 - April 2012
Alliance Bernstein Asset Management June 2008 - July 2009
Jennison Associates July 2007 - August 2007
First Investors December 2006 - January 2007
Trans-Lux/Fair-Play, Inc. May 2006 - August 2006
Skills
Bloomberg, Equities, Fixed Income, Asset Managment, Asset Allocation, Portfolio Management, Series 7, Investments, Bloomberg Terminal, Mutual Funds, Financial Modeling, Hedge Funds, Alternative Investments, Financial Analysis, Trading
Education
Manhattan College 2004 — 2008
B.S, Finance, Computer Information Systems
Arron Ho's First Investors Experience June 2009 - September 2009
Job Prototype R&D Machinist at American Precision Industries
Industry Machinery
Experience
American Precision Industries July 2014 - Present
Tosoh Quartz June 2013 - July 2014
Bob's Design Engineering, Inc June 2012 - August 2012
Epiq Systems November 2010 - February 2011
First Investors June 2009 - September 2009
Skills
Machining, CNC Machine, Mastercam, AutoCAD, HaaS, Milling, Lathe, Microsoft Office, Rapid Prototyping, 3D Printing, Business Analysis, Customer Service, Manufacturing..., Troubleshooting, Lean Manufacturing, Cnc
Education
Portland Community College 2012 — 2013
Associate of Applied Science, Machine Manufacturing Technology
Oregon State University(OSU) 2006 — 2010
Bachelor of Science, Business Administration, Finance option
American Precision Industries July 2014 - Present
Tosoh Quartz June 2013 - July 2014
Bob's Design Engineering, Inc June 2012 - August 2012
Epiq Systems November 2010 - February 2011
First Investors June 2009 - September 2009
Skills
Machining, CNC Machine, Mastercam, AutoCAD, HaaS, Milling, Lathe, Microsoft Office, Rapid Prototyping, 3D Printing, Business Analysis, Customer Service, Manufacturing..., Troubleshooting, Lean Manufacturing, Cnc
Education
Portland Community College 2012 — 2013
Associate of Applied Science, Machine Manufacturing Technology
Oregon State University(OSU) 2006 — 2010
Bachelor of Science, Business Administration, Finance option
Peter Dutoit's First Investors Experience June 2011 - Present
Job Compliance Examiner at First Investors Corporation
Industry Financial Services
Experience
First Investors June 2011 - Present
Education
Post University
Master of Business Administration, Finance
Richard Stockton College of New Jersey
Bachelor's of Science, Environmental Science
First Investors June 2011 - Present
Education
Post University
Master of Business Administration, Finance
Richard Stockton College of New Jersey
Bachelor's of Science, Environmental Science
Glenn Mattson's First Investors Experience February 1998 - February 1999
Job Vice President at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann July 2014 - Present
Sidoti & Company, LLC August 2012 - July 2014
GTK Capital March 2009 - July 2012
GTK Capital, LLC May 2004 - April 2009
First Investors Corporation January 2000 - April 2004
First Investors Corporation February 1999 - December 1999
First Investors February 1998 - February 1999
Skills
Equities, Investments, Hedge Funds, Portfolio Management
Education
Manhattan College 1993 — 1998
BA
northern valley old tappan 1989 — 1993
Ladenburg Thalmann July 2014 - Present
Sidoti & Company, LLC August 2012 - July 2014
GTK Capital March 2009 - July 2012
GTK Capital, LLC May 2004 - April 2009
First Investors Corporation January 2000 - April 2004
First Investors Corporation February 1999 - December 1999
First Investors February 1998 - February 1999
Skills
Equities, Investments, Hedge Funds, Portfolio Management
Education
Manhattan College 1993 — 1998
BA
northern valley old tappan 1989 — 1993
Sean Tackett's First Investors Experience June 2006 - March 2007
Job at
Industry Automotive
Experience
General Motors April 2015 - Present
General Motors April 2011 - March 2014
General Motors October 2008 - March 2011
General Motors May 2008 - October 2008
General Motors October 2007 - April 2008
General Motors March 2007 - October 2007
First Investors June 2006 - March 2007
Skills
Automotive, Continuous Improvement, Employee Relations, Human Resources, Labor Relations, Lean Manufacturing, Manufacturing, Program Management, Six Sigma, Succession Planning, Talent Management, Value Stream Mapping, Deferred Compensation, Performance Management
Education
Wayne State University 2006 — 2008
MA - Industrial Relations, Human Resources and Labor Relations
Michigan State University 2002 — 2006
BA - International Relations, Political Theory and Constitutional Democracy
General Motors April 2015 - Present
General Motors April 2011 - March 2014
General Motors October 2008 - March 2011
General Motors May 2008 - October 2008
General Motors October 2007 - April 2008
General Motors March 2007 - October 2007
First Investors June 2006 - March 2007
Skills
Automotive, Continuous Improvement, Employee Relations, Human Resources, Labor Relations, Lean Manufacturing, Manufacturing, Program Management, Six Sigma, Succession Planning, Talent Management, Value Stream Mapping, Deferred Compensation, Performance Management
Education
Wayne State University 2006 — 2008
MA - Industrial Relations, Human Resources and Labor Relations
Michigan State University 2002 — 2006
BA - International Relations, Political Theory and Constitutional Democracy
Anthony Vanderstar's First Investors Experience September 2014 - May 2015
Job Financial Services
Industry Financial Services
Experience
Strike Force Protective Services May 2013 - Present
First Investors September 2014 - May 2015
Plymouth Rock Assurance September 2013 - August 2014
Tab Ramos Sports Center June 2006 - August 2013
Skills
Microsoft Office, Microsoft Excel, Strategic Planning, Time Management, Investment Management, Event Planning, Social Networking, PowerPoint, Sales, Group Management, Corporate Valuation, Bloomberg Terminal
Education
Monmouth University 2009 — 2013
Bachelor of Science (B.S.), Business w/ concentration in Finance
Strike Force Protective Services May 2013 - Present
First Investors September 2014 - May 2015
Plymouth Rock Assurance September 2013 - August 2014
Tab Ramos Sports Center June 2006 - August 2013
Skills
Microsoft Office, Microsoft Excel, Strategic Planning, Time Management, Investment Management, Event Planning, Social Networking, PowerPoint, Sales, Group Management, Corporate Valuation, Bloomberg Terminal
Education
Monmouth University 2009 — 2013
Bachelor of Science (B.S.), Business w/ concentration in Finance
Steven Sprague's First Investors Experience June 1989 - March 1996
Job 28 Years of Investment Management
Industry Investment Management
Experience
Endurance Financial Services April 2011 - Present
LPL Financial Services March 1996 - June 2005
First Investors June 1989 - March 1996
Skills
Retirement Planning, Wealth Management, Investment Advisory, Insurance Planning, 401k Rollovers, Estate Planning, Stocks, Bonds Mutual..., Financial Planning, Long Term Care Insurance, 401k Plans, Strategic Financial..., Mutual Funds, Insurance, 401k, Retirement, Investments, Asset Management, Financial Advisory, Financial Services
Education
Old Dominion University 1974 — 1982
Business Management, BS in Education and BS in Business Management
Endurance Financial Services April 2011 - Present
LPL Financial Services March 1996 - June 2005
First Investors June 1989 - March 1996
Skills
Retirement Planning, Wealth Management, Investment Advisory, Insurance Planning, 401k Rollovers, Estate Planning, Stocks, Bonds Mutual..., Financial Planning, Long Term Care Insurance, 401k Plans, Strategic Financial..., Mutual Funds, Insurance, 401k, Retirement, Investments, Asset Management, Financial Advisory, Financial Services
Education
Old Dominion University 1974 — 1982
Business Management, BS in Education and BS in Business Management
Susan Artmann's First Investors Experience November 2012 - Present
Job Board of Directors Independent Trustee at First Investors
Industry Financial Services
Experience
First Investors November 2012 - Present
HSBC January 2012 - September 2013
HSBC November 2008 - December 2011
HSBC August 2000 - October 2008
HSBC August 2000 - 2005
Skills
Strategic Planning, Project Management, Business Analysis, Investments, Management, Business Strategy, Change Management, Accounting, Strategic Financial..., Financial Services, High Performance Teams, Insurance, Financial Risk, Relationship Management
Education
Montclair State University
Bachelor of Science (B.S.), Accounting
William Penn University
First Investors November 2012 - Present
HSBC January 2012 - September 2013
HSBC November 2008 - December 2011
HSBC August 2000 - October 2008
HSBC August 2000 - 2005
Skills
Strategic Planning, Project Management, Business Analysis, Investments, Management, Business Strategy, Change Management, Accounting, Strategic Financial..., Financial Services, High Performance Teams, Insurance, Financial Risk, Relationship Management
Education
Montclair State University
Bachelor of Science (B.S.), Accounting
William Penn University
Walter Storm's First Investors Experience November 1980 - June 1991
Job Financial Advisor
Industry Investment Management
Experience
independent financial advisor November 1980 - Present
First Investors November 1980 - June 1991
Skills
Investments, Investment Advisory, Fixed Income, Asset Management, Strategic Financial..., Bonds, Financial Advisory, Financial Modeling, Investment Management, Estate Planning, Fixed Annuities, Valuation
Education
Mercer University 1975 — 1979
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Gables Academy 1967 — 1975
independent financial advisor November 1980 - Present
First Investors November 1980 - June 1991
Skills
Investments, Investment Advisory, Fixed Income, Asset Management, Strategic Financial..., Bonds, Financial Advisory, Financial Modeling, Investment Management, Estate Planning, Fixed Annuities, Valuation
Education
Mercer University 1975 — 1979
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Gables Academy 1967 — 1975
PETER TALLARICO's First Investors Experience January 2006 - January 2009
Job President at Blue Ridge Financial Services
Industry Financial Services
Experience
Blue Ridge Financial Services October 2014 - Present
Hazard & Siegel January 2006 - Present
First Investors January 2006 - January 2009
Skills
Health Insurance, Retirement, Employee Benefits, Microsoft Office, Insurance, 401k, Financial Services, Sales, Investments, Medicare, IRAs, College Savings Plans
Education
Niagara University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance & Economics
Blue Ridge Financial Services October 2014 - Present
Hazard & Siegel January 2006 - Present
First Investors January 2006 - January 2009
Skills
Health Insurance, Retirement, Employee Benefits, Microsoft Office, Insurance, 401k, Financial Services, Sales, Investments, Medicare, IRAs, College Savings Plans
Education
Niagara University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance & Economics
Jacqueline Cui's First Investors Experience July 2011 - October 2012
Job
Industry Market Research
Experience
KBM Group, a WPP company December 2012 - Present
First Investors July 2011 - October 2012
Skills
Statistical Data..., Statistical Modeling, SAS, SAS Programming, SQL, Statistics, Business Analysis
Education
New Jersey Institute of Technology 2010 — 2012
Master's degree, Statistics
KBM Group, a WPP company December 2012 - Present
First Investors July 2011 - October 2012
Skills
Statistical Data..., Statistical Modeling, SAS, SAS Programming, SQL, Statistics, Business Analysis
Education
New Jersey Institute of Technology 2010 — 2012
Master's degree, Statistics
Nicole Kruk's First Investors Experience April 2011 - May 2013
Job Junior Accountant at Brand and Oppenheimer Co., Inc.
Industry Accounting
Experience
Brand and Oppenheimer Co., Inc. September 2014 - Present
Owsinski & blarr May 2013 - September 2014
First Investors April 2011 - May 2013
Industrial Controls Distributors LLC March 2011 - April 2011
Marc Fisher Footwear June 2010 - September 2010
Skills
Microsoft Office 2007, Accounting, QuickBooks, PAM for Securities, Accounts Payable, Microsoft Excel, Outlook, PowerPoint, Spreadsheets, Financial Statements
Education
Monmouth University 2007 — 2010
Bachelor's degree, Accounting
Brand and Oppenheimer Co., Inc. September 2014 - Present
Owsinski & blarr May 2013 - September 2014
First Investors April 2011 - May 2013
Industrial Controls Distributors LLC March 2011 - April 2011
Marc Fisher Footwear June 2010 - September 2010
Skills
Microsoft Office 2007, Accounting, QuickBooks, PAM for Securities, Accounts Payable, Microsoft Excel, Outlook, PowerPoint, Spreadsheets, Financial Statements
Education
Monmouth University 2007 — 2010
Bachelor's degree, Accounting
Solidah Sath's First Investors Experience September 2008 - January 2012
Job Customer Service at officeproductsnorthwest
Industry Retail
Experience
officeproductsnorthwest January 2012 - Present
First Investors September 2008 - January 2012
Education
Oregon State University 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
officeproductsnorthwest January 2012 - Present
First Investors September 2008 - January 2012
Education
Oregon State University 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Bob Anione's First Investors Experience January 1996 - January 2000
Job Production Coordinator specializing in print buying and traffic management
Industry Marketing and Advertising
Experience
Aerosoles, Inc January 2004 - February 2014
Aerosoles, Inc January 2000 - January 2004
First Investors January 1996 - January 2000
First Financial Savings January 1993 - January 1996
Skills
Print Production Process, Project Management, Traffic Management, Accounts Payable, Cash Flow, Financial Analysis, Posters, Graphics, Digital Printing, Offset Printing, Vinyl Banners, Wide Format Printing, Large Format, Direct Mail, Gift Cards, Screen Printing, Schedule Control, New Store Openings, Proofreading, Vendor Relationships, Client Relations Skills, Vendor Management, Purchasing, Bookkeeping
Education
Middlesex County College 1992 — 1997
Marketing, Accounting, Business
Aerosoles, Inc January 2004 - February 2014
Aerosoles, Inc January 2000 - January 2004
First Investors January 1996 - January 2000
First Financial Savings January 1993 - January 1996
Skills
Print Production Process, Project Management, Traffic Management, Accounts Payable, Cash Flow, Financial Analysis, Posters, Graphics, Digital Printing, Offset Printing, Vinyl Banners, Wide Format Printing, Large Format, Direct Mail, Gift Cards, Screen Printing, Schedule Control, New Store Openings, Proofreading, Vendor Relationships, Client Relations Skills, Vendor Management, Purchasing, Bookkeeping
Education
Middlesex County College 1992 — 1997
Marketing, Accounting, Business
Mary Kate Bednarz's First Investors Experience April 2011 - Present
Job Registered Representative at First Investors
Industry Financial Services
Experience
First Investors April 2011 - Present
Education
Nichols College 2006 — 2010
First Investors April 2011 - Present
Education
Nichols College 2006 — 2010
Hina Mustafa's First Investors Experience January 2010 - February 2011
Job Brand Ambassador at Banana Republic
Industry Market Research
Experience
Banana Republic April 2011 - Present
White House Black Market October 2009 - March 2011
First Investors January 2010 - February 2011
First Investors September 2009 - December 2009
Abercrombie & Fitch September 2007 - October 2008
Skills
Proficient in MS..., Fluent in Urdu and...
Education
William Paterson University of New Jersey 2010 — 2013
Middlesex County College 2007 — 2009
Banana Republic April 2011 - Present
White House Black Market October 2009 - March 2011
First Investors January 2010 - February 2011
First Investors September 2009 - December 2009
Abercrombie & Fitch September 2007 - October 2008
Skills
Proficient in MS..., Fluent in Urdu and...
Education
William Paterson University of New Jersey 2010 — 2013
Middlesex County College 2007 — 2009
Triena Milden's First Investors Experience 1991 - 1995
Job Financial Services Professional
Industry Financial Services
Experience
First Investors 1991 - 1995
Middlesex County College October 1988 - June 1990
Internal Revenue Service 1987 - 1988
Skills
Fund Accounting
Education
Middlesex County College 1986 — 1988
AAS Degree in Accounting, Accounting
First Investors 1991 - 1995
Middlesex County College October 1988 - June 1990
Internal Revenue Service 1987 - 1988
Skills
Fund Accounting
Education
Middlesex County College 1986 — 1988
AAS Degree in Accounting, Accounting
Meena Kallini's First Investors Experience July 2006 - August 2009
Job Client Relationship Associate at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge BPO August 2009 - Present
First Investors July 2006 - August 2009
Education
Montclair State University
BS, Management
Broadridge BPO August 2009 - Present
First Investors July 2006 - August 2009
Education
Montclair State University
BS, Management
Olga Aleksandrova's First Investors Experience September 2000 - August 2003
Job Business Support Supervisor at MJHS
Industry Hospital & Health Care
Experience
MJHS June 2012 - January 2014
MJHS March 2004 - June 2012
First Investors September 2000 - August 2003
Facutly Student Association September 1997 - May 2000
Education
State University of New York at Buffalo 1997 — 2000
Bachelor of Applied Science (BASc), History
New York University 1996 — 1997
MJHS June 2012 - January 2014
MJHS March 2004 - June 2012
First Investors September 2000 - August 2003
Facutly Student Association September 1997 - May 2000
Education
State University of New York at Buffalo 1997 — 2000
Bachelor of Applied Science (BASc), History
New York University 1996 — 1997
Jerry (Charles) Bolger's First Investors Experience April 1984 - May 1989
Job Primary/Secondary Education Professional
Industry Primary/Secondary Education
Experience
Baltimore County Public Schools 1990 - 2013
First Investors April 1984 - May 1989
Penn Central Railway/Conrail May 1974 - September 1983
United States Navy April 1969 - January 1973
Skills
Curriculum Development, Teaching, Curriculum Design, Tutoring, Classroom, Lesson Planning, Special Education, Staff Development, Classroom Management, Educational Leadership, Teacher Training, K-12
Education
Loyola University Maryland 1999 — 2001
Master of Education (MEd), Educational Administration and Supervision
University of Maryland Baltimore County 1988 — 1991
Bachelor of Arts (B.A.) Certificate in Secondary Education, History
Baltimore County Public Schools 1990 - 2013
First Investors April 1984 - May 1989
Penn Central Railway/Conrail May 1974 - September 1983
United States Navy April 1969 - January 1973
Skills
Curriculum Development, Teaching, Curriculum Design, Tutoring, Classroom, Lesson Planning, Special Education, Staff Development, Classroom Management, Educational Leadership, Teacher Training, K-12
Education
Loyola University Maryland 1999 — 2001
Master of Education (MEd), Educational Administration and Supervision
University of Maryland Baltimore County 1988 — 1991
Bachelor of Arts (B.A.) Certificate in Secondary Education, History
Daryl Reck's First Investors Experience November 1984 - October 2003
Job Customer Service Rep at Miami Valley Council, BSA
Industry Nonprofit Organization Management
Experience
Miami Valley Council, BSA June 2014 - Present
Speedway LLC September 2013 - June 2014
Miami Valley Council, BSA March 2010 - December 2012
Miami Valley Council, BSA October 2003 - March 2010
First Investors November 1984 - October 2003
Education
Ohio Northern University 1980 — 1984
Bachelor's degree, Finance, General
Covington High School 1976 — 1980
diploma, College/University Preparatory Diploma
Miami Valley Council, BSA June 2014 - Present
Speedway LLC September 2013 - June 2014
Miami Valley Council, BSA March 2010 - December 2012
Miami Valley Council, BSA October 2003 - March 2010
First Investors November 1984 - October 2003
Education
Ohio Northern University 1980 — 1984
Bachelor's degree, Finance, General
Covington High School 1976 — 1980
diploma, College/University Preparatory Diploma
Jason Judkins's First Investors Experience May 2004 - May 2007
Job Branch Manager at Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
JPMorgan Chase July 2007 - August 2014
First Investors May 2004 - May 2007
Education
Purdue University 2001 — 2004
Bachelor's degree, Economics
JPMorgan Chase August 2014 - Present
JPMorgan Chase July 2007 - August 2014
First Investors May 2004 - May 2007
Education
Purdue University 2001 — 2004
Bachelor's degree, Economics
Mohammad Gohar's First Investors Experience December 2011 - December 2012
Job Project Manager at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group July 2015 - Present
ADP July 2014 - February 2015
Chase May 2013 - June 2014
First Investors December 2011 - December 2012
Skills
SQL, Quality Assurance, User Acceptance Testing, Financial Reporting, Project Planning
Education
New Jersey Institute of Technology 2011 — 2013
Bachelor of Science (B.S.), Management Information Systems and Services
Middlesex County College 2007 — 2010
Associate's degree, Business Administration and Management, General
UnitedHealth Group July 2015 - Present
ADP July 2014 - February 2015
Chase May 2013 - June 2014
First Investors December 2011 - December 2012
Skills
SQL, Quality Assurance, User Acceptance Testing, Financial Reporting, Project Planning
Education
New Jersey Institute of Technology 2011 — 2013
Bachelor of Science (B.S.), Management Information Systems and Services
Middlesex County College 2007 — 2010
Associate's degree, Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY