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
BNY Mellon September 2014 - Present
BNY Mellon January 2014 - September 2014
BNY Mellon December 2012 - January 2014
First Investors May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Time Management, Financial Analysis, Social Media, Event Planning, Research, Financial Accounting, Analysis
Education
Saint Vincent College 2008 — 2012
Bachelor of Science (BS), Finance, General
Central Jersey Allstars May 2014 - Present
First Investors April 2014 - Present
Merrill Lynch May 2013 - May 2014
CC Champs April 2009 - May 2014
Fastar Inc August 2006 - May 2013
Education
Saint Thomas Aquinas College 2010 — 2014
Bachelor of Science (BS), Finance, General, Junior
Paramus Catholic
Joseph Werner Law pa September 1997 - Present
First Investors November 1992 - May 1996
Skills
Social Media Marketing, Marketing Strategy, Marketing Communications, Advertising, Radio Advertising, Online Advertising, Public Speaking, Public Relations, Sales Management, International Sales, Sales Presentations, Media Relations, Project Management, Account Management, Event Management, Communication, Community Outreach, Compliance, Strategic Financial..., Managerial Finance, Immigration Law, International Law, Legal Writing, Legal Assistance, Litigation, Corporate Law, Courts, Civil Litigation, Legal Research, Mediation, Criminal Law
Education
University of the District of Columbia - The David A. Clarke School of Law 1993 — 1996
J.D, Law
Towson University 1982 — 1985
Bachelor of Science (B.S.), Business/Corporate Communications
First Investors October 2011 - Present
Skills
Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Event Planning, Leadership, PowerPoint, Sales, Microsoft Word, Marketing
Education
University of Kansas
Le Creuset August 2013 - Present
Le Creuset of America May 2006 - August 2013
First Fidelity Securities 2003 - 2005
First Investors 1998 - 2003
Oxford Printing 1992 - 1998
Emmett's Restaurant 1987 - 1992
Skills
Retail, Team Building, Customer Service, Training, Sales Management, Sales, Leadership Development, Public Speaking, Store Management, Cross-functional Team..., Employee Training, Strategic Planning, Marketing, Budgets, Customer Satisfaction, Leadership, New Business Development, Management, Social Networking, Strategy, Forecasting, Contract Negotiation, Coaching, Marketing Communications, Marketing Strategy, Microsoft Office, Program Management, Project Management, PowerPoint
Education
Southern Vermont College 1986 — 1990
Bachelor of Science (B.S.), Communications/Management, PL; DL.
EAM Associates, Inc August 2007 - June 2011
Dennis' Service Center September 2003 - July 2007
First Investors February 2002 - August 2003
Jeremy's Microbatch Ice Creams March 2000 - August 2001
Mel Fisher's July 1998 - March 2000
Education
Temple University 1994 — 1998
BA, Journalism/Public Relations/Advertising
CLS Investments, LLC February 2014 - Present
Prudential Financial 2011 - December 2013
PRUDENTIAL ANNUITIES 2009 - 2011
Prudential Financial 2008 - 2009
First Investors 2007 - 2008
Skills
Fixed Annuities, Mutual Funds, Variable Annuities, Series 63, Series 6, Retirement, Sales, Financial Services, Retirement Planning, Annuity Sales, Asset Allocation, Investments, IRAs, Alternative Investments, Investment Strategies, Wholesale, Training, Strategic Financial..., Financial Planning, Insurance, Portfolio Management, Securities, Life & Health Insurance..., ETFs, Separately Managed..., Managed Money, Roth IRA, 403 b, 401k, Financial Advisory, Investment Advisory, Life Insurance, Asset Management
Education
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Science (BS), Finance, General
Temple University - Fox School of Business and Management 2003 — 2007
Finance
Target July 2015 - Present
YMCA of San Diego County January 2015 - July 2015
First Investors February 2015 - May 2015
en*theos September 2014 - December 2014
YMCA of San Diego County May 2014 - August 2014
Morgan Stanley February 2013 - June 2013
YMCA June 2011 - August 2011
LEGOLAND California Resort June 2010 - September 2010
Skills
Microsoft Excel, Management, Leadership, Microsoft Word, Microsoft Office, Customer Service, Risk Management, Team Building, Training, Youth Development, Sales, Social Media, Coaching, PowerPoint, Public Speaking, Social Networking
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
LPL Financial July 2013 - Present
Western International Securities July 2011 - May 2013
ING Advisors Network February 1998 - November 2010
HD Vest Financial Services May 1991 - February 1998
First Investors December 1988 - April 1991
Skills
Series 7, Mutual Funds, Securities, Wealth Management, Investments, Series 63, Retirement Planning, Asset Allocation, Strategic Financial..., Fixed Annuities, Investment Advisory, Portfolio Management, Insurance, Alternative Investments, FINRA, Asset Managment, Financial Advisory, Sales Management, Strategic Planning, Change Management, Strategic Communications, Asset Management, Investment Strategies, Financial Services, Leadership, Strategy, Leadership Development, Business Development, Sales Presentations, Recruiting, Practice Management, ETFs, Equities, Risk Management, Finance, Retirement, Estate Planning, Management, Series 24, Banking, Series 65, Fixed Income, 401k, Bonds, Wealth, Separately Managed..., Relationship Management, Financial Planners, Wealth Management..., Investment Management
Education
University of Minnesota-Twin Cities
BS in Business Administration, Finance and Minor in Economics
The American College
Master’s Degree, Management
Advance Auto Parts April 2015 - Present
Advance Auto Parts January 2015 - April 2015
First and Ten Sports June 2014 - November 2014
Meridian Financial Group, LLC September 2013 - April 2014
Matthews Auto Group August 2010 - August 2013
First Investors May 2009 - August 2009
United States Postal Service May 2006 - January 2008
Skills
Oracle, Customer Service, Procomm Plus, AS400 Administration, Telnet, Monarch Pro, Oracle Database, Access, Microsoft Excel, Automotive, Vehicles, Customer Satisfaction, Automobile, Parts, Automotive Aftermarket, Warranty, Automotive Repair, Customer Retention, Dealer Management, Continuous Improvement
Education
State University of New York College at Oswego 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance, General
L'Oréal May 2015 - Present
Truly Yogurt June 2010 - Present
First Investors January 2015 - May 2015
First Investors February 2014 - January 2015
First Investors September 2013 - January 2014
Skills
Financial Planning, Financial Analysis, Brand Development, Management, Sales, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, InDesign, Budgets, Prezi, Customer Service, Analysis, Blogging, Marketing Strategy, B.O.S.S., SAP, Logility
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Bachelor of Science (B.S.), Accounting and Finance
East Brunswick High School 2005 — 2008
2008
Ameriprise Financial Services, Inc. November 2008 - Present
First Investors June 2006 - November 2008
Skills
Retirement Planning, Insurance, Asset Allocation, Finance, Wealth Management, Life Insurance, Long-term Care
Education
The University of Kansas 2001 — 2005
Bachelors, Communication Studies
Olathe East High School 1998 — 2000
Frankford High School July 2014 - Present
Teach For America June 2014 - Present
Rutgers University Security Technologies Group January 2012 - June 2014
Aresty Research Program September 2013 - May 2014
Rutgers New Student Programs August 2013 - December 2013
Bob Menendez for Senate September 2012 - November 2012
First Investors June 2012 - August 2012
Dollar Tree Stores November 2011 - April 2012
Braun Research Incorporated May 2011 - October 2011
Office of Global and International Affairs January 2011 - May 2011
Skills
PowerPoint, Microsoft Excel, Access, Outlook, Microsoft Word, Communication, Organization, Management, Customer Service, Retail, High Pressure Situations, Analysis, Data Analysis, Data Entry, Databases, Economics, Political Science, Political Philosophy, Photoshop, Problem Solving, Community Outreach, Market Research, Research, Fundraising, Time Management, Statistics, Teaching, Student Leadership, Nonprofits, Google Docs, Microsoft Office, Public Speaking, Social Media, Facebook, Event Planning
Education
University of Pennsylvania 2014 — 2016
Master of Education (M.Ed.), Education/Teaching of Individuals in Secondary Special Education Programs
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's degree, Economics & Political Science
Montgomery High School 2006 — 2010
High School Diploma, General Studies
Contractor Services Group, Inc May 2013 - Present
CED October 2012 - May 2013
First Investors January 2012 - September 2012
First Investors October 2011 - January 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Accounting, Accounts Receivable, Credit, Accounts Payable, Leadership, Management, Account Management, Inventory Management, Time Management, Payroll, Finance, Invoicing, Employee Relations, Employee Benefits, Account Reconciliation, Financial Reporting, Human Resources
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Science (BS), Finance
San Diego Mesa College 2009 — 2010
Business Administration and Management
Santa Barbara City College 2007 — 2009
Liberal Studies
B. E. Smith April 2014 - Present
DST Systems September 2012 - April 2014
DST Systems February 2012 - September 2012
First Investors April 2010 - February 2012
Skills
Mutual Funds, Management, Customer Service, Process Improvement, Financial Services, Life Insurance, CRM, Relationship Management, Call Centers, Pensions, Lean Six Sigma
Education
University of Denver 2007 — 2010
Bachelor of Business Administration (B.B.A.), International Business
University of Kansas 2006 — 2007
Exede Search Partners June 2014 - Present
AMN Healthcare March 2010 - April 2014
Lisa DiPaolo, Realtor/Broker June 2000 - March 2010
First Investors June 1987 - June 2000
Skills
Talent Acquisition, Recruiting, Sourcing, Technical Recruiting, Talent Management, Employee Relations, Cold Calling, Healthcare Consulting, Leadership Development, Team Building, Healthcare, Process Improvement, Strategic Planning, New Business Development, Healthcare Information..., Coaching, Change Management, Information Technology, Permanent Placement, Physicians, Applicant Tracking..., Contract Negotiation, Executive Search, Contract Recruitment, Marketing, Interviews, Consulting, Screening, Training, Human Resources, Hiring, Management, Temporary Placement, Leadership, Sales, Healthcare Management, Strategy
Education
The Ohio State University 1983 — 1987
BA, Psychology
First Investors June 2013 - Present
Arista Photography September 2011 - Present
Fort Worth Business Press September 2013 - August 2014
Skills
Portrait Photography, Photography, Social Media, Microsoft Office, Mac, Photoshop, Advertising, Social Networking, Facebook, Adobe Creative Suite, Blogging
Education
Tarrant County College 2011 — 2014
Associate of Arts (A.A.), Psychology
Haltom High School 2005 — 2008
Centre Technologies July 2015 - Present
PEER 1 Hosting September 2011 - Present
ADP August 2008 - September 2011
First Investors August 2007 - July 2008
Skills
Salesforce.com, Account Management, Selling, Cold Calling, Sales Process, Solution Selling, Direct Sales, New Business Development, Cloud Computing, SaaS, Sales Management, Sales Presentations, Sales, Business Development, Recruiting, Networking, Management, CRM, Enterprise Software, Lead Generation, Managed Services, B2B, Strategic Partnerships, Data Center, Virtualization
Education
Texas State University-San Marcos 2004 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
XL Catlin June 2015 - Present
XL Catlin June 2014 - May 2015
XL Group June 2013 - May 2014
First Investors February 2013 - May 2013
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Underwriting, Social Networking, Leadership, Public Speaking, Teamwork, Marketing, Sales, Management, Social Media
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor's degree, Economics
Med Alliance February 2015 - Present
Trademark Capital Management, Inc. August 2013 - December 2014
University of Georgia August 2010 - December 2014
First Investors May 2014 - July 2014
Graham District Services and Campaigning May 2013 - July 2013
Skills
Fundraising, Political Campaigns, Politics, Event Planning, Research, Public Speaking, Policy Analysis, Social Media, Community Outreach, Public Policy, Facebook, PowerPoint, Stata, Westlaw, Data Analysis, Microsoft Office, Legal Writing, Legal Research, Political Science, International Relations, Waste Management, New Business Development
Education
The University of Georgia 2010 — 2014
Political Science and Government
Chaikin Analytics LLC April 2015 - Present
Quench USA, Inc. January 2014 - March 2015
1&1 Internet, Inc. March 2011 - January 2014
New York Life Insurance Company February 2008 - February 2011
MarCor Purification March 2007 - November 2007
ATX Telecommunications February 1993 - February 2007
First Investors July 1991 - January 1993
Skills
Accounts Receivable, Cold Calling, Customer Service, Account Reconciliation, Microsoft Excel, Online Marketing, Online Communications, Inside Sales, Credit Management, Collections, Staff Supervision, Hiring, Employee Training, Aging Reports, Profit and Loss, Sarbanes-Oxley, Sales, Sales Support, Customer Retention, Contract Negotiation, Cash Receipts, Method Development, Solution Implementation, Risk Assessment, Manage Client..., Risk Analysis, PowerPoint, Microsoft Word, Microsoft Office, Windows, Mas 500, Oracle, Outlook, Web Services, Website Development, Web Analytics, Sales Presentations, Technical Presentations, Financial Analysis, MAS500, CRM
Education
Temple University 1987 — 1991
Bachelor's degree of Science, Finance, General
Temple University
Bachelor of Science (B.S.), Finance, General
Cambridge Investment Research, Inc. January 2012 - Present
The Investment Center, Inc. June 2009 - December 2011
MetLife October 2002 - June 2009
First Investors January 1999 - October 2002
Skills
Insurance Planning, Retirement Planning, Retirement Income..., College Education..., Medicare Supplements, Ministry Leadership, Public Speaking
Education
St. John's University
Bachelor of Science in Accounting, Accounting
ICES- International Cultural Exchange Services June 2015 - Present
Club Z! In-Home Tutoring Services September 2014 - January 2015
Privacy Fencing Company July 2012 - July 2014
Star Motor Cars January 2011 - August 2012
Cypress Kids Learning Center May 2011 - July 2012
First Investors January 2008 - October 2008
Winnie Couture Bridal Salon January 2007 - July 2008
Skills
Marketing Strategy, Public Speaking, Business Planning, Mergers, Advertising, Event Planning, Marketing, Social Media, Management, Public Relations, Customer Service, Strategic Planning, Team Building, Leadership, Account Management, Business Development, Entrepreneurship, Event Management, Fundraising, Leadership Development, Nonprofits, Project Management, Project Planning, Recruiting, Retail, Sales, Social Media Marketing, Social Networking, Team Leadership, Online Marketing, Marketing Communications, Online Advertising, Digital Marketing, Coaching, Media Relations, Media Planning, Press Releases, Blogging, Market Planning, Digital Media, Sales Presentations, Microsoft Office, Sales Management, New Business Development, Training, Microsoft Excel, PowerPoint, Teaching, Microsoft Word, Editing
Education
Western Governors University 2014 — 2015
Bachelor of Arts (B.A.), Elementary Education & Interdisciplinary Studies
The University of Memphis 2005 — 2007
Journalism/Advertising - Philosophy
University of Mississippi 1999 — 2000
Mass Communications - Journalism
All Saints' Episcopal School 1997 — 1999
High School Diploma, Liberal Arts and Sciences - Liberal Studies
Houston High School 1995 — 1997
Liberal Arts and Sciences - Liberal Studies
Barclays July 2014 - Present
Rutgers New Brunswick Computing Services August 2012 - December 2013
Wyndham Worldwide June 2013 - August 2013
First Investors January 2013 - May 2013
Office Depot May 2011 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Sales, PowerPoint, Leadership, Time Management, Data Analysis, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
BS in Economics & Public Health
Mountainside April 2014 - July 2015
Taro's Restaurant June 2006 - April 2014
First Investors October 2013 - March 2014
US Census Bureau April 2010 - August 2010
Skills
Management, Customer Service, Leadership, Microsoft Excel, Strategic Planning, Teamwork, Team Leadership, Research, Financial Analysis, Analysis, Food, Food Service, Food Service Operations, Public Speaking, Marketing Strategy, Project Management, Government, Strategy, Finance
Education
University of Connecticut MBA 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
University of Connecticut 2013 — 2015
Bachelor of Science, Business; Business Administration
Timothy Charles Financial 2013 - Present
First Investors 2013 - 2013
Independent Business Broker 2012 - 2013
Sokolove Law LLC 2011 - 2011
LaBella Fine Foods 2003 - 2011
Comporium 2000 - 2003
Access Point 1996 - 2000
Pasta & Provisions 1994 - 1996
Recoll Management 1992 - 1994
Bank of New England 1988 - 1992
Skills
Estate Planning, Financial Reporting, Investments, Team Building, Strategic Planning, Financial Modeling, Business Planning, Microsoft Office, Microsoft Excel, Negotiation, Risk Management, Financial Analysis, Microsoft Word, Investment Management, Operations Management, Customer Service, Life Insurance, Fixed Annuities, Trusts
Education
Suffolk University
Bachelor of Science in Business Administration (B.S.B.A.), Management with a concentration in Finance
s Proserv Ltd, company of Erste Group Bank March 2014 - Present
s Proserv Ltd, company of Erste Group Bank January 2013 - February 2014
s Proserv Ltd, company of Erste Group Bank November 2008 - December 2012
s Proserv Ltd, company of Erste Group Bank October 2007 - November 2008
MÜNZE ÖSTERREICH AG September 2005 - October 2007
Tengco, Inc July 2002 - September 2005
MÜNZE ÖSTERREICH AG September 2001 - July 2002
PILKINGTON-EOMAG March 1998 - July 2000
Tengco, Inc November 1994 - June 1997
FIRST INVESTORS July 1994 - October 1995
Skills
ITV3F ITIL® V3..., Strategic Sourcing, Procurement, Vendor Management, Supply Management, Negotiation, Supply Chain Management, Purchasing, Contract Management, Management Consulting, Strategic Planning, Management, Global Sourcing, Sourcing, Strategy, Analysis, Business Intelligence, Logistics, QlikView
Education
Wave Technologies International Inc. 2001 — 2001
Microsoft Certified Software Engineer
PMAB - Purchasing Management Association of Boston 1997 — 1997
C.P.M., Certified Purchasing Manager
Webster University 1986 — 1989
BA, Management, emphasis Marketing
Technologisches Gewerbemuseum 1977 — 1982
Engineering, Industrial & Mechanical Engineering
U.S. Bank August 2014 - Present
First Investors January 2014 - May 2014
ON24 June 2012 - January 2014
SABIC May 2012 - July 2012
WhirlWind Creative January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, HTML, Research, Social Media, Public Speaking, Teamwork, Windows, English, Marketing, Social Networking, Time Management, Facebook, Online Marketing, Event Planning
Education
University of North Carolina at Charlotte 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, 3.0
University of North Carolina at Charlotte 2009 — 2013
Bachelor's Degree, Sociology, 3.0
The University of Hong Kong 2011 — 2012
Morgan Stanley June 2013 - Present
Barclays Investment Bank August 2012 - May 2013
Merrill Lynch March 2010 - March 2012
Merrill Lynch June 2008 - March 2010
First Investors 2006 - 2006
Skills
Series 7, Operations Management, Project Management, Minitab, Microsoft Office, P&L Responsibility, KYC, AML, Compliance Operations, Compliance, Compliance Procedures, Multi-tasked, Multi-language, Highly detail oriented, Analytic Thinking, Analytic Thinker, Securities, Trading, Back Office, Settlement, Financial Services, Derivatives, FINRA, Fixed Income
Education
New York University, Stern School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Financial Information Systems
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
B.S., Marketing
JP Stevens High School 2000 — 2004
First Investors June 2015 - August 2015
University of Texas at Dallas January 2015 - April 2015
LA Fitness February 2013 - April 2013
University of Texas at Dallas January 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Customer Service, Microsoft Word, Management, Program Management, Access, Entrepreneurship, Event Planning, Leadership, Social Media Marketing
Education
The University of Texas at Dallas 2010 — 2015
B.S., Information Technology & Systems
ValMark Securities February 2014 - Present
Aleris June 2013 - November 2013
First Investors May 2012 - August 2012
Franklin's Finishes June 2010 - August 2010
Smith's Repair September 2009 - January 2010
Duck Inn Café November 2007 - January 2008
Skills
Customer Service, Strategic Financial..., Social Media, Financial Analysis, Lotus Notes, Oracle Applications, Data Analysis, Microsoft Excel, Sales, PowerPoint, Management
Education
The University of Akron 2010 — 2014
Bachelor of Arts, Corporate Finance
The University of Akron 2010 — 2014
Minor, Economics
Huntington National Bank December 2014 - Present
First Investors June 2014 - November 2014
Giant Eagle June 2013 - October 2013
Student Painters January 2011 - September 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML, C++, Leadership, Time Management, Windows, Team Leadership
Education
The Ohio State University 2009 — 2014
Bachelor's degree, Consumer and Family Financial Services
Johnson & Johnson February 2015 - Present
First Investors September 2013 - Present
Memorial Sloan-Kettering Cancer Center July 2010 - September 2013
Memorial Sloan-Kettering Cancer Center July 2008 - July 2010
Deloitte June 2007 - August 2007
Skills
Employee Relations, Performance Management, Recruiting, Talent Management, Employee Benefits, Staff Development, PeopleSoft, Organizational..., Training, Public Speaking, Leadership Development, Healthcare, Outlook, Talent Acquisition, Human Resources, Career Development, Diversity, Interviews, Sourcing, Career Counseling, Onboarding
Education
Rutgers University-New Brunswick 2014 — 2016
Masters in Human Resources Management
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Labor Studies & Employee Relations, Human Resources
Cliffside Park High School 2000 — 2004
McCardle Properties April 1996 - Present
Barnes Eye Center 1990 - 1991
SeaWorld 1988 - 1989
First Investors 1987 - 1988
Skills
Budgets, New Business Development, Sales, Event Management, Social Media, Research, Customer Service, Account Management, Motels, Leadership, Marketing, QuickBooks, Sales Management, Event Planning, Adobe Creative Suite, Analysis, Social Media Marketing, Business Development, Business Strategy, Management, Public Relations, Teaching, Microsoft Excel, PowerPoint, Marketing Strategy, Strategic Planning, Contract Negotiation, Training, Microsoft Word, Microsoft Office, Negotiation, Public Speaking, Small Business, Advertising, Team Leadership, Operations Management, Team Building
Education
St. Mary's University 1982 — 1986
BBA, Financial Management
Incarnate Word High School 1978 — 1982
HS Diploma
Citi November 2014 - Present
Citi June 2013 - Present
First Investors June 2012 - Present
SUNY Geneseo 2009 - Present
SUNY Geneseo 2010 - Present
Midvale Country Club May 2009 - Present
Education
State University of New York College at Geneseo 2009 — 2013
Bachelor of Science (BS), Economics and Mathematics
KeyBank March 2014 - Present
MassMutual Financial Group November 2013 - February 2014
First Investors June 2013 - August 2013
Skills
Series 6, Series 63, Life Insurance, Retirement Planning, Variable Annuities, Fixed Annuities, Term Life Insurance, Whole Life, Mutual Funds, Estate Planning, College Savings Plans, Investments, Financial Planners, Finance, Wealth Management, Strategic Financial..., IRAs, Financial Goals, Long-term Care, 401k, Retirement, Tax, Securities
Education
Saint Thomas Aquinas College 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Clarkstown High School South 2005 — 2009
Bloomberg April 1994 - Present
First Investors 1987 - 1994
Skills
Bloomberg Terminal, Financial Markets, Bloomberg, Equities, Market Data, Hedge Funds, Equity Research, Derivatives, Capital Markets, Electronic Trading, Equity Trading, Trading Systems, Fixed Income, FX Options, Bonds, Portfolio Management, Securities
Education
Rutgers University-New Brunswick
Bachelors Of Science, Accounting
Law Office May 2011 - Present
First Investors August 2010 - May 2011
Skills
Financial Analysis, Banking, Foreign Exchange, Microsoft Office, Hedge Funds, Retirement, Capital Markets, Series 7, Series 63, Financial Services, Fixed Income, Credit Analysis, Equities, Portfolio Management, Alternative Investments, PowerPoint, Derivatives, Bloomberg, Valuation, Wealth Management, Credit, Retirement Planning, Securities, Mutual Funds, IRAs, Fixed Annuities, Asset Managment, Strategic Financial..., Microsoft Word, Asset Allocation, Microsoft Excel, Loans, Investments, Finance, Financial Modeling, Risk Management
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
Bachelor of Science, Finance
Saint John's University
Modern Woodmen of America May 2014 - Present
First Investors January 2014 - April 2014
First National Bank of Texas June 2013 - August 2013
Skills
Strategic Planning, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Retirement Planning, Life Insurance, Fixed Annuities, Finance, Financial Planning, Investments, Mutual Funds, Insurance, Financial Services, Financial Analysis, Wealth Management, Portfolio Management, Retirement, Financial Advisory, Asset Allocation, Securities
Education
Sam Houston State University 2008 — 2013
Banking and Financial Institutions
East Brunswick Independent Fire Company July 2014 - Present
Badran Tax and Accounting May 2011 - Present
First Investors June 2014 - August 2014
Wireless Advocates June 2011 - April 2012
Plus Computer Consulting February 2010 - May 2011
Skills
Positive Team Player, Highly motivated..., Administrative..., Organization &..., Microsoft Excel, Pressure, Honesty, Hard worker, Can work under pressure, Statistics, Financial Accounting, Information Systems..., Microsoft Office, Adobe Acrobat, QuickBooks, Operations Management, Microsoft Word, Leadership, Teamwork, PowerPoint
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2016
Bachelor’s Degree, Information Technology & Informatics and Labor Relations– Minor in Economics
East Brunswick High School 2008 — 2011
Davidson Jewelers March 2007 - Present
Update Legal January 1998 - December 2006
Today's Staffing February 1997 - December 1997
The Limited August 1992 - February 1997
First Investors June 1994 - November 1994
Segal & Andres, P.C. March 1992 - June 1994
Skills
Customer Service, Recruiting, Contract Recruitment, Management, Sales, Staffing Services, Leadership, Permanent Staffing, Temporary Staffing, Retail, Marketing, Strategic Planning, Microsoft Word, Employee Training, Interviews, Client Services, Client Relations
Education
Richard Stockton College of New Jersey 1987 — 1991
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Urban Edge Properties November 2014 - Present
First Investors June 2014 - September 2014
TJ Maxx June 2009 - January 2013
4H Camp Bristol Hills June 2009 - August 2012
Skills
PowerPoint, Research, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Critical Thinking, Sales, Teamwork, Time Management, Facebook, Data Analysis, Social Networking, Outlook
Education
State University of New York College at Oneonta 2010 — 2014
Bachelor of Science (B.S.), Mathematics, Senior
Markel October 2012 - Present
First Investors 2004 - 2012
Skills
Microsoft Office, Accounting, Risk Management, Microsoft Word, Social Media, Microsoft Excel, Insurance, Financial Modeling, CRM, Customer Service, Social Media Marketing, Teamwork, Strategic Planning, Sales
Education
CUNY CSI
Masters, Childhood Education, K - 6
Syracuse University
Bachelors, Social Work
Youth SpeakOut, Inc/ Non-Profit January 2013 - Present
National Society of Leadership and Success February 2011 - Present
First Investors October 2012 - May 2013
Southern Illinois University August 2007 - May 2012
BAC October 2010 - May 2011
NAACP SIUC chapter April 2010 - May 2011
All Delivered- Advertising Firm May 2010 - July 2010
Division of Continuing Education May 2009 - April 2010
Chicago Midway International Airport-Police Deprartment May 2007 - August 2007
Skills
Leadership, Management, International Relations, Advertising, Politics, Public Speaking, Research, Microsoft Office, PowerPoint, Community Outreach, Data Analysis, Microsoft Excel
Education
Southern Illinois University, Carbondale 2007 — 2011
Bachelor of Science, Bachelor of Arts, Health Care Management, Political Science/ International Affairs
Chicago Vocational Career Academy 2003 — 2007
Mediccal Assisting, Health Occupations
Rocking R Custom Cattle Feeders September 1960 - Present
Fidelity Investments August 1999 - July 2008
First Investors September 1990 - April 1993
Skills
Overall master ranch..., Fishing article writer..., Senior Finance, Strategic Financial..., Finance, 401k Rollovers, Roth IRA, Retirement Savings, Variable Annuities, Financial Analysis, Risk Management, 403 b, Qualified Retirement..., Strategic Planning, Mutual Funds, Retirement Planning, Securities, Sales Management, Asset Allocation, College Savings Plans, Retirement Plan..., Investment Strategies, Hedging, Personal Finance, Financial Goals, Series 6, Customer Service, Wealth Accumulation, Options, IRAs, Wealth Management, Investments, Series 63, 401k, Financial Markets, Sales, Fixed Annuities, Trading, Alternative Investments, Funding, Equities, Investment Advisory, Commodity, Analysis, Financial Services, Loans, Portfolio Management, Hedge Funds, Credit, Financial Planning
Education
Texas Tech University 1984 — 1986
Masters, Economics
Hennessy Industries July 2015 - Present
FIJI Water April 2013 - July 2015
FIJI Water August 2011 - April 2013
First Investors April 2011 - July 2011
Zarzar Land January 2009 - April 2011
Skills
Series 6, Series 63, Financial Analysis, Sales Management, Market Planning, Process Improvement, Microsoft Excel, Strategic Planning, Sales, Market Research, Social Media Marketing, PowerPoint, Account Management, Budgets, Strategic Financial..., Financial Modeling, Market Analysis, Marketing, Negotiation, Mutual Funds, Customer Service, Forecasting, Microsoft Word, Microsoft Office, Competitive Analysis, Management, Marketing Strategy, Wealth Management, Business Strategy, New Business Development, Team Building, Business Development, Investments, Team Leadership, Online Marketing, Marketing Communications, Social Media, Integrated Marketing, Marketing Research
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Arts (BA), Economics
Sentinel Real Estate August 2015 - Present
First Investors January 2014 - August 2015
First Investors January 2013 - December 2013
Seton Hall University 2011 - 2013
PING April 2012 - September 2012
Rolling Greens Golf Course June 2006 - September 2012
Mountain Creek Resort December 2008 - March 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Windows, Outlook, Budget, C++, HTML, C, Teamwork, Team Leadership, Team Building, Team Management, Organization, Integrity, Interpersonal Skill, Time Management, High Pressure Situations, Social Media, Social Media Marketing, Market Research, Public Speaking, Social Networking, Leadership, Analysis, Investments, Financial Analysis, Portfolio Management, Data Analysis
Education
Seton Hall University 2011 — 2013
Bachelor of Science (B.S.), Economics, Junior
Pope John XXIII
iCIMS January 2013 - Present
MD Systems LLC April 2011 - December 2012
First Investors May 2009 - March 2011
Flack & Kurtz June 2005 - September 2005
CME Associates September 2004 - December 2004
Skills
Access, Microsoft Excel, Management, MS Project, Analysis, Project Management, AutoCAD, Market Research, Statistics, Microsoft Office, Microsoft Word, Outlook, Contract Management, Business Analysis, Troubleshooting, QuickBooks, Operations Management, PowerPoint, Financial Analysis, Process Scheduler, XML, SQL, Consulting, Databases, Integration, Salesforce.com, Construction, JSON, APIs, Customer Service
Education
Stevens Institute of Technology 2003 — 2008
Bachelor of Science, Business and TechnologyMay
St Peters Prep 1999 — 2003
Bachelor of Science (BS), Business & Technology
First Investors March 2014 - Present
IKEA Group September 2013 - March 2014
Sam Houston State University Recreational Sports August 2012 - May 2013
National Kidney Foundation January 2012 - February 2012
Indevco Partners June 2008 - August 2008
Education
Sam Houston State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, 3.84 out of 4.00
InterLinc Mortgage Services, LLC January 2015 - Present
InterLinc Mortgage Services, LLC November 2014 - January 2015
Progressive GE May 2014 - November 2014
Infinity Energy Capital, LLC January 2014 - May 2014
24 Hour Fitness August 2013 - March 2014
Jos. A. Bank Clothiers August 2012 - December 2012
Honda of Clear Lake May 2012 - August 2012
Jos. A. Bank Clothiers November 2011 - February 2012
Men's Wearhouse May 2011 - October 2011
First Investors February 2011 - April 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Outlook, Finance, Financial Analysis, Time Management, Data Analysis, Sales, Asset Allocation, Economics, Leadership, Public Speaking, Life Insurance, Facebook, Social Networking, Data Entry, Social Media, Analysis, Customer Satisfaction, Teamwork, Critical Thinking, Cashiering, Retail Sales, Contract Negotiation, Cold Calling, Accounting, Energy, Recruiting, Management
Education
University of Houston 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, minor Economics, 3.68
San Jacinto College 2008 — 2010
A.A., General Studies
BAYADA Home Health Care April 2015 - Present
BAYADA Home Health Care May 2013 - Present
Target June 2010 - May 2013
Target June 2009 - August 2009
First Investors June 2008 - August 2008
Skills
Recruiting, College Recruiting, Talent Management, Leadership Development, Human Resources, Store Management, Driving Results, Leadership, Interviews, Talent Acquisition, Store Operations, Loss Prevention, Merchandising, Shortage Control, Hardlines, Visual Merchandising, Planograms, Retail, Softlines, Inventory Management, Inventory Control, New Store Openings, Merchandise Planning, Public Speaking, Management, Customer Service, Healthcare, Training, Microsoft Word
Education
The College of New Jersey 2006 — 2010
Bachelor of Science in Business Administration, Finance
First Investors August 2013 - October 2014
ING 2006 - February 2013
First Investors Corporation January 2003 - February 2006
Ann Taylor Retail 2005 - 2006
Filene's 1997 - 2003
Skills
Sales, Retail, Microsoft Excel, Customer Service, Strategic Planning, Team Building, Insurance, Marketing, Leadership, Coaching, Forecasting, Series 63, Strategic Financial..., Recruiting, PowerPoint, Asset Allocation, Microsoft Office, Account Management, Sales Management, Series 6, Series 26
Education
Trinity College-Hartford 1992 — 1996
BA, International politics and history
Clearview Financial Group January 2006 - Present
Clearview Financial Group October 2003 - Present
First Investors 2000 - 2003
Skills
Retirement Planning
Education
The University of Tennessee at Chattanooga 1997 — 2000
Citizens Bank June 2015 - Present
LA Fitness 2015 - Present
Enterprise Rent-A-Car August 2012 - November 2014
First Investors October 2011 - March 2012
Scottish National Party (SNP) - UK Parliament June 2011 - August 2011
Jasper Foundation, Inc. September 2010 - May 2011
Saint Joseph's College Football August 2009 - September 2010
Skills
Public Speaking, PowerPoint, Microsoft Office, Research, Accounting, Microsoft Excel, Leadership, Non-profits, Social Media, Microsoft Word, Social Networking, Customer Service, Time Management, Strategic Planning, Coaching, Teaching, Sales, Marketing, Team Leadership, Nonprofits, Data Analysis, Budgets, Management, Team Building, Outlook, Financial Analysis, Teamwork
Education
St. Joseph's College (IN) 2009 — 2011
B.S., Finance
University of Illinois at Urbana-Champaign - College of Business 2003 — 2008
University of Detroit Jesuit
Pfizer April 2013 - February 2014
First Investors April 2014 - 2014
Toni Harp For Mayor of New Haven September 2013 - November 2013
Connecticut General Assembly 2010 - 2010
Richard Blumenthal Campaign for U.S. Senate 2010 - 2010
Hillel 2009 - 2010
Skills
AnalyzingOffice..., Legislation, Microsoft Word, Political Campaigns, Microsoft Excel, Public Policy, PowerPoint
Education
Southern Connecticut State University
BS, Poly Science Judaic Studies
New London High School
work and learn
Gartner 2013 - Present
La Zingara Ristorante/Ecco Rooftop – March 2012 - Present
The Bissell House Restaurant & Bar January 2011 - March 2012
Osetra Oyster Bar & Fish House April 2008 - January 2011
Caputo's East Ridge Café - Restaurant May 2001 - April 2008
First Investors January 2001 - May 2001
Skills
Customer Service, Customer Retention, Event Planning, Workforce Management, Food & Beverage, Food Industry, Microsoft Office, Operations Management, Spanish, Event Management, Time Management, CRM, Market Research, Outlook, Microsoft Word, Microsoft Excel, Facebook, Social Media, Forecasting, Account Management, Leadership, Management, Sales, Strategic Planning
Education
The University of Connecticut School of Business 1998 — 2003
B.S., Management Information Systems
Ridgefield High School 1994 — 1998
High School Diploma, General
Citi April 2015 - Present
Citi July 2012 - April 2015
First Investors January 2012 - May 2012
Skills
Access, Bloomberg, Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Risk Management, Statistics, Customer Service, Leadership, Strategic Planning, Teamwork
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts (B.A.)
The Bachrach Group December 2014 - Present
Synerfac Technical Staffing June 2013 - November 2014
Student September 2009 - May 2013
Rutgers University January 2012 - December 2012
First Investors June 2012 - September 2012
Skills
Interviewing Skills, Customer Service, Microsoft Office, Assistant Teaching, Recruiting, Training, Hiring Practices, Human Resources, Social Media, Interviews, Management, Onboarding, College Recruiting, Applicant Tracking..., Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Employee Relations
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's degree, Labor and Industrial Relations
Colts Neck High School 2005 — 2009
Diploma
National Society of Financial Educators September 2015 - Present
Concert Wealth Management March 2010 - Present
UT San Diego January 2011 - March 2014
Unlock The Game January 2008 - February 2012
Merrill Lynch October 1999 - March 2010
Paine Webber October 1994 - October 1999
Lehman Brothers January 1990 - October 1994
Vantage Financial Services 1987 - 1989
First Investors 1981 - 1987
Skills
Portfolio Management, Series 7, Financial Analysis, Series 63, Strategic Planning, Financial Modeling, Research, Radio Broadcasting, Public Speaking, Wealth Accumulation..., Series 6, Insurance, Retirement Income..., Retirement Plan...
Education
St. John's University 1982 — 1986
Bachelor of Science (B.S.), Economics
First Investors January 2014 - May 2014
Skills
SQL, SAS Programming, R, Java, Finance, Qualitative Research, Management, Microsoft Word, Social Media, Teamwork, Data Analysis, Public Speaking, PowerPoint, Equities, Microsoft Office, Microsoft Excel, Mutual Funds, SAS, Bloomberg Terminal, DCF Valuation, Financial Modeling
Education
Washington University in St. Louis 2015 — 2016
Master of Science (M.Sc.), Finance, General
Singapore Management University 2015 — 2016
Master of Science (M.Sc.), Applied Finance
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (B.A.), Statistics - Mathematics
Consultant June 2015 - Present
Professional Employment Solutions, Inc March 2013 - June 2015
Televerde November 2012 - February 2013
DP AIR November 2007 - November 2012
NextCare Urgent Care August 2007 - November 2007
Riviera Pools February 2007 - August 2007
American Home Mortgage March 2006 - February 2007
Quiznos January 2003 - March 2006
First Investors 1999 - 2002
Skills
General Ledger, Financial Statements, Bilingual, Accounts Payable, Accounts Receivable, Account Management, Financial Analysis, Financial Risk, Financial Services, Business Development, Business Strategy, New Business Development, Finance, Accounting, Salesforce.com, Sales, Credit Risk, Credit Analysis, Recruiting, Entrepreneurship, Internal Audit, Internet Recruiting, Direct Sales, Financial Accounting, Business Analysis, Small Business, Fixed Assets, Fixed Asset Management, Financial Reporting, Recruitments, Staffing Services, Executive Search, Talent Acquisition, Talent Management, Permanent Placement, Account Reconciliation, Analysis, Management, Internal Controls, Invoicing, Accruals, Cost Accounting, PeopleSoft, Corporate Finance, Revenue Recognition, Journal Entries, Sarbanes-Oxley Act, GAAP, Variance Analysis, Cash Flow
Education
Sacred Heart University 1998 — 2002
Bachelor of Arts (BA), Accounting and Finance, General
Connetquot High School 1996 — 1998
First Investors June 2015 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Teamwork, Social Networking
Education
Sacred Heart University 2012 — 2016
Finance, General, Rising Senior
San Francisco Unified School District September 2013 - June 2015
Aspiranet June 2013 - December 2013
In-Home Supportive Services January 2010 - December 2013
First Investors February 2013 - November 2013
Edible Arrangements July 2012 - January 2013
Skills
Applied Behavior..., Behavioral Intervention, Series 6, Series 63, Microsoft Office, Time Management, Management, Customer Service, Outlook, Calendaring, Data Entry
Education
San Jose State University
Bachelor of Arts (B.A.), Psychology
Graybar August 2015 - Present
Sungevity February 2015 - June 2015
Phi Kappa Psi Fraternity April 2014 - June 2015
San Diego State University April 2014 - April 2015
Lyft July 2014 - January 2015
BJ's Restaurants, Inc. May 2014 - January 2015
First Investors May 2014 - December 2014
Phi Kappa Psi Fraternity April 2013 - April 2014
Delta Sigma Pi September 2013 - December 2013
APD Financial June 2013 - August 2013
Skills
Food, Smoothies, Food Service, Cashiering, Cash Register, Cash Handling Experience, Sales, Training, Time Management, Management, Entrepreneurship, Leadership, Teamwork, Interviews, Communication, Public Speaking, Microsoft Office, Microsoft Word
Education
San Diego State University-California State University 2011 — 2015
Bachelor's Degree in Business Administration (B.B.A.), Finance, General
Palos Verdes High School 2007 — 2011
High School Diploma, general education
First Investors July 2013 - Present
Clarks 2010 - 2013
Cronheim Mortgage Corp. January 2012 - April 2012
Skills
Economics, Mathematics, Forecasting, Data Analysis, Research, Mathematical Modeling, Mathematical Analysis, Statistics, Report Writing, Microsoft Office, Troubleshooting, System Administration, Systems Analysis, Microsoft Excel, MS Excel Pivot Tables, Excel models, VBA, Microsoft Word, Analysis, Python, Java, C++
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Economics, Minor in Mathematics, 3.7/3.8
First Investors May 2015 - Present
Morrison January 2012 - May 2015
Skills
Facebook, Television, Social Media Marketing, Online Marketing, Marketing Strategy, Sports Marketing, Sports, Sports Management, Food Service, Retail, Marketing, Social Networking, Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Networking, Time Management, Presentation Skills, Sales Presentations, Customer Relations, Customer Service, Customer Satisfaction, Direct Sales, Retail Marketing, Social Media, Public Speaking, Research, Sales, Teamwork, Leadership
Education
St. Thomas Aquinas College 2013 — 2015
Bachelor's Degree, Marketing, 3.3
John Hancock Investments December 2014 - Present
Putnam Investments October 2013 - November 2014
Putnam Investments November 2011 - October 2013
First Investors May 2013 - September 2013
Rubino Landscaping May 2007 - 2011
Skills
Mutual Funds, Boss Systems, Financial Analysis, Financial Reporting, Life Insurance, Finance, Economics, Financial Services, Accounting, Bloomberg, Investments, Wealth Management, Strategic Financial..., Securities, Retirement, Equities, Financial Planning
Education
University of Massachusetts Lowell 2010 — 2014
BSBA, Finance, Economics
Central Catholic High School
Southern New Hampshire University
Master's Degree, Finance
JPMorgan Chase January 2012 - Present
First Investors May 2011 - July 2011
Education
Siena College 2007 — 2011
Finance
Saint Anthony’s High School 2003 — 2007
American Income Life Insurance Company May 2014 - Present
Anne Klein September 2007 - Present
First Investors July 2013 - September 2013
Merchandise Management Company September 2010 - September 2012
Premium Retail Services September 2009 - September 2011
Carters March 2010 - June 2011
Robert A. Bothman, Inc July 2006 - August 2006
Skills
Research, Microsoft Office, Customer Service, Social Media, Public Speaking, Teamwork, Access, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Java, HTML, Accounting, English, Windows, Financial Modeling, Series 6, Life and health..., Sales
Education
San Jose State University 2010 — 2012
Bachelor's degree, Finance, General
West Valley College 2007 — 2010
Associate's degree, Liberal arts and Business
Sound Grant Writers January 2015 - Present
Annie Wright Schools January 2014 - June 2015
HopeSparks December 2008 - December 2013
Panagiotu Pension Advisors, Inc. August 2006 - December 2008
First Investors July 2006 - December 2006
Two Beans Coffee Company May 2004 - December 2006
Merrill Lynch March 2004 - October 2004
Skills
Grant Writing, Freelance Writing, Community Outreach, Fundraising, Nonprofits, Philanthropy, Data Analysis, Management, Project Planning, Microsoft Excel, Leadership, Strategic Planning, Public Speaking, Project Management, Volunteer Management, Budgets, Employee Benefits, Portfolio Management, Strategy, Raiser's Edge, Salesforce.com, Financial Accounting, Financial Analysis, ERISA
Education
Seattle Pacific University 2001 — 2004
Bachelor of Arts in Economics, cum laude, Economics and Business
First Investors April 2014 - July 2014
The Blackstone Group May 2010 - April 2014
PW Trading April 2008 - May 2010
Reservoir Capital Group March 2006 - April 2008
Abbott Capital Management December 1999 - March 2006
Skills
Investments, Finance, Financial Analysis, Hedge Funds, Valuation, Equities, Asset Management, Private Equity, Financial Modeling, Financial Accounting, Securities, Accounting, Financial Reporting, Options, Bloomberg, Mutual Funds, PowerPoint, Forecasting, Series 7, Alternative Investments, Portfolio Management, Financial Planning, Microsoft Office, Due Diligence, Strategic Financial..., Insurance, Series 6, Series 63, Life Insurance License, Technical Analysis, Trading Strategies, Customer Service, Direct Sales, Volunteering, Equity Derivatives, JD Edwards, Microsoft Excel
Education
Texas State University 1993 — 1997
BBA, Accounting
Joel Isaacson & Co., LLC June 2013 - Present
Joel Isaacson & Co., LLC October 2012 - June 2013
Jimlar Corporation February 2012 - September 2012
First Investors May 2011 - December 2011
First Investors January 2011 - April 2011
Skills
Microsoft Excel, SQL, Outlook, Time Management, Analysis, QuickBooks, BlueCherry, Microsoft Word, SAP, Finance, Accounts Receivable
Education
Stony Brook University 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, 3.33
St. John's University 2007 — 2008
3.58
First Investors April 2015 - Present
LOMA Society of Greater New York January 2013 - Present
The Metropolitan Museum of Art February 2011 - Present
Church Pension Group October 2004 - April 2015
Skills
Insurance, Tax, Compliance, Financial Analysis, Accounting, Policy, Analysis, Banking, Financial Services, Internal Audit, CPA, Risk Management, Asset Management, Project Planning, Finance, Financial Risk, Nonprofits, Employee Benefits, Strategic Planning, Access, Project Management, Management, Auditing, Budgets, Portfolio Management, Process Improvement, Business Process..., Investments, Forecasting, Strategic Financial..., Program Management, Financial Reporting, Due Diligence, Leadership, Financial Accounting, General Ledger, Data Analysis, Internal Controls, Team Leadership, Corporate Governance, Vendor Management, Financial Modeling, Corporate Finance
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-Newark 2009 — 2011
Master of Public Administration, Nonprofit organization and public administration
Rutgers, The State University of New Jersey-Newark 2006 — 2009
Master of Accountancy, Taxation
University of Nevada-Las Vegas
Bachelor of Business Administration, Accounting
University of Nevada-Las Vegas
Hotel Administration
MetLife September 2011 - Present
MetLife June 2005 - September 2011
MetLife May 2000 - June 2005
MetLife December 1997 - May 2000
First Investors June 1996 - December 1997
First Investors January 1995 - June 1996
Skills
Health Insurance, Insurance, Risk Management, Process Improvement, Payroll, Sales Compensation, Project Management, Talent Management, Compliance, Operations Management, Vendor Management, Budgets, Customer Service, Metrics, Offshore Outsourcing, Microsoft Office, Securities, Mutual Funds, Variable Annuities, Fixed Annuities, Group Insurance, 401k, Leadership Development, Accounting, Financial Services, Relationship Management, Analysis, Team Building, Business Analysis, Strategic Financial..., Leadership, Life Insurance
Education
Salisbury University
Bachelor of Arts (B.A.), Education
The Coca-Cola Company March 2015 - Present
Capital One February 2013 - October 2014
First Investors February 2012 - February 2013
Skills
Mutual Funds, Life Insurance, Retirement Planning, Investments, Financial Advisory, Financial Services, Analysis, Finance, Customer Service, Time Management
Education
Rutgers University-New Brunswick 2008 — 2012
Bachelor's degree, Economics
UBS August 2015 - Present
UBS June 2015 - Present
First Investors December 2014 - Present
Black Book Capital January 2013 - Present
Charles Vista, LLC May 2010 - May 2012
Nordstrom November 2009 - January 2010
Amerivator Systems Corporation July 2007 - August 2009
John Thomas Financial 2009 - 2009
Skills
Sales, Microsoft Office, Recruitment Training, Spanish, Investments, Microsoft Excel, Investment Banking, Marketing, Hold Series 7, Life Insurance Agent, Social Networking, Access, Portfolio Management, PowerPoint, Finance, Human Resources, Sales Operations, Hold Series 63, Proficient on PC & Mac, Egyptian Arabic, AutoCAD, Financial Analysis, Management, Microsoft Word, Public Speaking, Research, Social Media, Equities, Fixed Income, Financial Modeling, Securities, Valuation
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Business Economics
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Business Economics
Citi May 2015 - Present
JPMorgan Chase June 2013 - May 2015
JPMorgan Chase November 2012 - June 2013
JPMorgan Chase November 2011 - November 2012
First Investors May 2009 - October 2009
Skills
Financial Analysis, Project Management, Regulatory Filings, Fixed Income, Financial Modeling, Access Database, Portfolio Management, Credit, Finance, Strategic Financial..., Equities, Investments, Bloomberg, Valuation, Corporate Finance, Loans, Credit Analysis, Banking, Credit Risk, G/L Reconciliations, Project Delivery, Data Analysis, Access
Education
Wilmington University 2012 — 2014
Master's degree, Finance, General
Stockton University 2005 — 2009
Bachelor's degree, International Business
Comerica Bank March 2014 - Present
Aon Hewitt June 2013 - August 2013
First Investors June 2012 - August 2012
Skills
Stata, Microsoft Excel, Microsoft Office, Critical Thinking, Microsoft Word, Data Entry, PowerPoint, Lotus Notes, Workbench, Finance, Business Planning, Analysis, Credit, Economics, Financial Analysis, Mutual Funds, Retirement Planning, Customer Service, Public Speaking, Banking, Credit Analysis, Financial Modeling, Leadership, Marketing, Social Media, Forecasting
Education
Texas A&M University 2010 — 2013
Bachelor of Science (BS), Economics
AXA Advisors April 2015 - Present
Global Trading Zone, LLC September 2014 - Present
First Investors July 2014 - December 2014
Starwood Hotels & Resorts Worldwide, Inc. 2010 - 2012
Merrill Lynch January 2008 - December 2009
Merrill Lynch 2008 - 2008
Skills
Stock Trading, Futures Trading, Accounting, Financial Analysis, Accounts Receivable, General Ledger, Mergers & Acquisitions, Credit Analysis, French, English, Management Accounting, Managerial Accounting, Financial Statement..., QuickBooks, Accounts Payable, Global Currency Exchange, SAP, Trade Finance, Financial Markets, Equities, Forex Trading, ETFs Trading, Bitcoin, Account Reconciliation, Auditing, Credit, Customer Service, Finance, Forecasting, Management, Portfolio Management, Risk Management, Strategy
Education
University of the Southwest 2014 — 2015
Master of Business Administration (MBA), Finance (On going)
Thunderbird School of Global Management 2012 — 2013
Advanced Certificate in Global Finance
University of Phoenix 2005 — 2009
Bachelor of Science Degree, Business and Information Systems
CorTech March 2014 - Present
CorTech October 2012 - March 2014
First Investors April 2011 - November 2011
UGA Bookstore November 2008 - February 2009
Atlanta Technical College April 2006 - August 2006
Skills
Microsoft Office, Microsoft Excel, SQL, FINRA, QuickBooks, Visual Basic, Valuation Modeling, Investment Valuation, Investments, Payroll, Human Resources, Recruiting, Technical Recruiting, Applicant Tracking..., Operations Management, Staffing Services, Finance, Time Management, Management, Customer Service, PowerPoint, Microsoft Word, Social Media, Leadership
Education
The University of Georgia 2007 — 2011
Bachelor of Business Administration, Finance
First Investors September 1992 - Present
Skills
Strategic Analysis, Risk Assessment, Logistics Planning, Sales Management, Recruiting, Managerial Finance, Marketing Strategy
Education
The Ohio State University 2011 — 2014
University of Pittsburgh 1988 — 1992
Seton LaSalle High School 1984 — 1988
IQPC August 2015 - Present
HomeAdvisor March 2015 - August 2015
First Investors July 2014 - February 2015
Enterprise Rent-A-Car May 2013 - July 2014
ALDO Group May 2011 - June 2013
Northwestern Mutual September 2012 - April 2013
Namco March 2010 - March 2011
Saybrook Fish House February 2007 - February 2009
J.F Holdings January 2006 - January 2007
Skills
Sales, Highly personable, Marketing, Time Management, Microsoft Technologies, Marketing Strategy, Goal Oriented, Highly detail oriented, Team-oriented, Marketing Research, Close Attention to..., Self-driven, Teamwork
Education
Southern Connecticut State University 2009 — 2013
Bachelor of Science (BS), Business Administration with a concentration in Marketing
Southern Connecticut State University
Business Administration with a concentration in Marketing
Aerotek February 2014 - Present
Aerotek January 2013 - February 2014
First Investors September 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Microsoft Powerpoint
Education
Sacred Heart University 2008 — 2012
Bachelor's degree, Finance & Economics
Sacred Heart University, John F. Welch College of Business 2008 — 2012
Bachelor's degree, Finance and Business Economics
ATHLETIC Sacred Heart University 2008 — 2012
Masuk High School
CodeNow March 2015 - May 2015
Arthur Rose Associates October 2014 - December 2014
Jersey Cares September 2013 - September 2014
Jewish Community Center June 2013 - August 2013
First Investors March 2013 - June 2013
Assemblyman Wayne DeAngelo February 2012 - May 2012
Gramma's Daycare 2005 - 2012
Rutgers University 2009 - 2010
Skills
Childcare, Volunteer Management, Volunteering, Volunteer Recruiting, Child Advocacy, Writing, Organization, Leadership, Administrative..., Non-profit Volunteer, Marketing, Psychology, English, Editing, People-oriented, Time Management, Management, Proposal Writing, Recruiting, Customer Service, Community Outreach, Microsoft Office, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Thomson Reuters October 2014 - Present
Holy Name Medical Center July 2010 - May 2015
Rutgers University January 2011 - May 2013
First Investors June 2012 - August 2012
Skills
PowerPoint, Research, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Team Leadership, Time Management, Team Building, Economics, Public Speaking, Account Management, Financial Analysis, English, Windows, Outlook, Teaching, Internal Communications, Organizational..., Social Media
Education
Rutgers University-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Economics and Psychology with a minor in Sociology
Don Bosco Prep 2005 — 2009
High School Diploma, General
Relph Benefit Advisors March 2011 - Present
Dick's Sporting Goods January 2007 - May 2011
Geneseo Survey Research Center September 2009 - May 2010
First Investors June 2009 - August 2009
Xerox May 2008 - August 2008
The Argyle Grill April 2005 - August 2007
Skills
Customer Service, Inventory Management, Sales, Retail, Merchandising, Microsoft Excel, Customer Satisfaction, PowerPoint, Microsoft Word, Marketing, Microsoft Office, Account Management, Time Management, Direct Sales, Retail Sales, Outlook, Social Media, Analysis, Research
Education
State University of New York College at Geneseo 2006 — 2010
Bachelor of Science, Business Administration
Wal-Mart November 2007 - Present
First Niagara Bank September 2012 - December 2012
First Investors May 2012 - August 2012
Campus Dining and Shops August 2011 - May 2012
Skills
Microsoft Office, Word, Excel, PowerPoint, Access, Outlook Express, Apple Macintosh, Windows Server, Microsoft Word, Microsoft Excel
Education
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK 2009 — 2013
Bachelor of Science, Business Administration; Finance, Junior
Singapore Institute of Management 2011 — 2011
Asian Business and the Global Economy
Raymond James Financial Inc. May 2013 - Present
Tech Data August 2012 - May 2013
Macy's April 2012 - August 2012
First Investors January 2012 - April 2012
Skills
Business Development, Solution Selling, Cloud Computing, Channel Partners, Sales, Business Analysis, Account Management, Product Marketing, Analysis, Networking, Sales Operations, Competitive Analysis, Strategy, Customer Service, Leadership, Microsoft Office, Marketing
Education
University of South Florida 2015 — 2017
Master of Business Administration (MBA)
St. Petersburg College 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), International Business
WB Mason May 2008 - Present
Middlepath Soccer club June 2007 - August 2010
First Investors June 2007 - November 2007
Albany Conquest/ River Rats November 2006 - May 2007
Red Bull New York May 2006 - August 2006
Skills
Cold Calling, Marketing, Account Management, Sales, Sports Management, Social Media, Direct Sales, Social Media Marketing, Event Management, Sales Process, New Business Development, Marketing Strategy, B2B, Sports, Salesforce.com, Sales Management, Event Planning, Promotions, Marketing Communications, Customer Service, Sales Operations, Sales Presentations, Selling
Education
Siena College 2003 — 2007
Bachelors, Marketing and management
Università degli Studi di Firenze / University of Florence 2006 — 2006
John Jay HS
First Investors June 2012 - Present
CST Consultants Inc. June 2012 - December 2013
Foresters September 2007 - July 2013
Foresters November 2010 - March 2012
TD Waterhouse January 2010 - October 2010
BMO October 2009 - February 2010
USCI January 2009 - April 2009
USCI September 2008 - November 2008
Foresters November 2004 - September 2008
Ontario Ministry of Training, Colleges and Universities May 2006 - March 2008
Skills
Strategic Planning, Risk Management, PMO, Cross-functional Team..., Non-profits, Marketing Communications, Sponsorship Management, Strategy, Program Management, Leadership, Project Management, Management, Government, CRM, Nonprofits, Integration, Stakeholder Management, Training, PMP, Budgets, Business Strategy, Change Management, Team Building, Strategic Communications, Sponsorship, Vendor Management, Strategic Partnerships, Marketing Strategy, Business Process...
Education
York University - Schulich School of Business 2001 — 2002
Masters Certificate, Project Management
Ryerson University 1997 — 2000
Bachelor of Commerce, Management Major
Liazon September 2014 - Present
Liazon September 2014 - April 2015
MDS Express Inc June 2009 - August 2014
Ignite Buffalo May 2013 - September 2013
First Investors May 2013 - August 2013
The College at Brockport State University Of New York 2010 - 2013
Skills
Data Entry, Event Planning, Higher Education, Student Affairs, PowerPoint, Social Networking, Sales, Qualitative Research, Data Analysis, Public Relations, Customer Service, Microsoft Office, Microsoft Word, Social Media, Editing, Microsoft Excel, Facebook, Teamwork, Creative Writing, Writing, Statistics, Event Management, Research, Marketing, Administrative..., Economics, Telephone Skills, Insurance, Communication, Adobe Acrobat
Education
State University of New York College at Brockport 2010 — 2014
Bachelor's degree, Marketing, Economics, 3.9
University of Westminster 2013 — 2013
Business and Economics
Randstad Technologies US June 2013 - Present
Quicken Loans August 2011 - April 2013
First Investors September 2010 - May 2011
Skills
Mortgage Lending, Sales, Real Estate, Refinance, Training, Management, Investment Properties, Life Insurance, Residential Homes, Fixed Annuities, Mutual Funds, Teamwork, Loans, Mortgage Banking, Credit, Loan Origination, Insurance, Residential Mortgages, FHA, Cold Calling, Business Development, Recruiting, Technical Recruiting, Microsoft Office, Customer Service
Education
The Ohio State University 2007 — 2010
Bachelor of Arts, Arts & Sciences, Communications
NRG Energy May 2015 - Present
Blaylock Beal Van, LLC December 2013 - April 2015
Chubb Insurance June 2014 - August 2014
First Investors September 2013 - December 2013
Subway September 2011 - July 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Market Research, Accounting, VBA, Bloomberg, Corporate Finance, Finance, Investment Banking, Microsoft Office, Investments, Valuation
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2016
Bachelor of Science (BS), Accounting and Finance
Bridgewater-Raritan High School 2007 — 2011
Lockheed Martin October 2008 - Present
Lockheed Martin March 2013 - March 2015
FIS Flood Services January 2007 - September 2008
TD Ameritrade 2008 - 2008
First Investors January 2007 - July 2007
Texas Health Resources June 2005 - August 2005
Skills
Analysis, Proposal Writing, Procurement, Contract Management, Software Documentation, Accounting, Government, Purchasing, Data Entry, Research, Policy, Data Analysis, Microsoft Office, Supply Chain, Finance, Microsoft Excel, System Administration, Negotiation, PowerPoint
Education
The University of Texas at Arlington - College of Business 2006 — 2008
MBA, finance, marketing, and economics
ACCOMPLISHMENTS 2003 — 2006
Bachelor of Business Administration (B.B.A.), Economics
The University of Texas at Arlington 2003 — 2006
Bachelor of Business Administration, Arlington Economics
Cushman & Wakefield April 2014 - Present
ARROJO December 2012 - November 2013
J.P. Morgan Chase September 2009 - December 2012
Business Club August 2007 - May 2009
First Investors May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Proficent in Microsoft..., JMP (SAS Software), Sales Force, Personal Finance, Financial Advisory, New Business Development, Small Business, Direct Sales, Time Management, Team Leadership, Hard Worker, Corporate Finance, Securities, Equity Capital Markets, Financial Markets, Fixed Income Products, Wealth Management, Asset Management, Valuation, Business Development, Business Analysis, Financial Modeling, Financial Analysis, Asset Managment, Competitive Analysis, Fixed Income, Management, QuickBooks, Inventory Analysis, Inventory Management, Production Planning, Production Budgeting, Budget Forecasts, Compensation Strategies, Financial Accounting, Accounts Payable, Accounts Receivable, Title IV, Capital Markets, Sales
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH) 2011 — 2012
Masters, Masters in Finance
State University of New York College at Fredonia 2005 — 2009
Bachelor's Degree, Business Administration, Cum Laude Recognition
American University of Rome 2008 — 2008
International Finance
First Investors April 2015 - Present
Walmart June 2012 - December 2014
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Financial Analysis, Customer Service, Customer Relations, Customer Retention, Financial Reporting, Business Analysis, Logistics, Team Leadership, Quality Assurance, Windows, Event Management, English, Business Strategy, Business Development, Negotiation, Sales Management, Data Analysis, Spanish, Higher Education
Education
St. John's University 2011 — 2015
Bachelor of Science (B.Sc.), Finance, General
Midland Adult Services Inc June 2015 - Present
Global Business Communications and Technology Firm January 2015 - February 2015
First Investors November 2013 - August 2014
Thrift Investment Corporation June 2012 - September 2013
Vibrant Marketing & Modeling Concepts October 2010 - August 2012
Karma Tequila October 2010 - December 2011
QualCare Inc. June 2011 - September 2011
Accredited Analytical Resources LLC April 2010 - June 2010
Skills
Advertising, Social Networking, Account Management, PowerPoint, Accounts Receivable, Biology, Marketing, Sales, Finance, Sales Presentations, Credit Analysis, Client Aquisition, Secured Financing, Risk Management, Contract Negotiation, Economics, Economic Research, Organic Chemistry, Laboratory Skills, Microsoft Word, Microsoft Excel, Brand Awareness, Sales Promotion, Event Management, Market Research, Business Development, Social Media, Management, Customer Service, Time Management
Education
Rutgers University-New Brunswick 2007 — 2012
Bachelor's degree, Biological Sciences, Economics
Cambridge Securities America June 2011 - Present
Cambridge Financial Securities April 2008 - Present
Flower city communications July 2012 - September 2012
MetLife April 2012 - July 2012
MetLife April 2012 - June 2012
First Investors November 2011 - January 2012
BOCES Monroe #1 April 2010 - January 2011
Legal Aid Society of Rochester April 2009 - August 2009
Volunteer Legal Aid Services April 2008 - August 2008
The Friendly Home January 2000 - January 2006
Skills
Public Speaking, Analysis, Management, Training, Fundraising, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Social Media, Leadership, Time Management, Event Planning, Outlook
Education
SUNY Geneseo 2007 — 2011
Political Science
State University of New York 2007 — 2011
Bachelor of Arts Degree, Political Science
Pittsford Sutherland High School 2004 — 2007
First Investors March 2013 - Present
Paladin Financial Advisory Group August 2012 - March 2013
Markov Processes International (MPI) February 2003 - July 2012
Prudential Financial December 2000 - February 2003
Prudential Financial February 1998 - December 2000
Federated Investors July 1996 - February 1998
Skills
Investment Strategies, Alternative Investments, Hedge Funds, Mutual Funds, Asset Allocation
Education
University of Kansas 1993 — 1995
Economics
Shady Side Academy
Trepp, LLC May 2012 - Present
Metro Newspaper 2011 - 2011
PR Newswire November 2006 - December 2009
Fundtech Corporation 2005 - 2007
Reliance Insurance 1991 - 2004
First Investors 1986 - 1991
Skills
Risk Management
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1998
AS, Insurance
Dominique's Innovative Marketing Strategies, LLC. September 2014 - Present
Mortgage Company September 2012 - August 2014
First Investors January 2012 - March 2012
Gulf Coast Bank November 2006 - July 2009
Citadel Broadcasting June 2008 - July 2008
Skills
Microsoft Office, PowerPoint, Market Research, Nonprofits, Microsoft Excel, Data Entry, Microsoft Word, Research, Project Management, Leadership, Managerial Finance, Statistics, Social Networking, Marketing Management, Customer Oriented, Microsoft Exchange, Adobe, SQL, Oracle SQL, Hospitality, Problem Solving, Presentation Development, Clerical Skills, Marketing Strategy, Target Marketing, Radio Promotions, Marketing Communications, Internal Communications, Relationship Management, Media Relations, Photoshop, Accounting, Finance, Mortgage Servicing, Real Estate tax, Advertising, Written & Oral..., Survey Research, Highly detail oriented, Motivated self-starter, Self-management, Employee Training, Sales Operations, Fundraising
Education
Texas Woman's University 2014 — 2015
Master of Health Systems Management, Health Systems Management
Texas Woman's University 2009 — 2011
Master of Business Administration
University of Louisiana at Lafayette 2004 — 2008
Bachelor of Science in Business Administration, Marketing
Delta Air Lines March 2012 - Present
First Investors September 2011 - March 2012
Sprint Nextel July 2006 - February 2009
GoWireless, Inc. April 2005 - June 2006
Education
San Diego State University-California State University 2009 — 2014
Bachelor of Science (B.S.), Marketing
San Diego State University-California State University 2009 — 2014
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
HP Enterprise Security Products September 2014 - Present
Corporation Service Company October 2011 - June 2014
Cenzic November 2010 - October 2011
Reputation.com June 2010 - November 2010
eGain Communications March 2010 - July 2010
SugarCRM March 2008 - September 2009
SugarCRM October 2006 - March 2008
SugarCRM March 2005 - September 2006
VeriSign January 2001 - March 2005
First Investors 2000 - 2001
Skills
Direct Sales, Indirect, Sales Process, Pre-sales Consultancy, Customer Orientation, Sales Trainings, SFDC, Customer Experience..., Sales Effectiveness, Pipeline Building, Achieving Targets, Technical Understanding, Large Account Sales, Executive Level..., Hiring/firing, Supervising Staff, Leading Meetings, Creating Proposals, Leading By Example, Staff Building, Supervising Employees, Customer Events, Roadshows, Interactive Technology, Sales, Leadership, Customer Experience, Marketing, SaaS, Salesforce.com, Networking, Business Strategy, Cloud Computing, CRM, Cold Calling, Technical Analysis, Security, Solution Selling, Lead Generation, Supervising, Pipelines, Sales Management, Enterprise Software, Management, Account Management, Strategic Partnerships, Sales Operations, Business Development, Professional Services, Start-ups
Education
Stanford University 1995 — 2000
AB, Economics, Sociology
Tulare Union High School 1992 — 1995
Prudential Financial October 2014 - Present
First Investors March 2014 - October 2014
First Investors May 2010 - March 2014
First Investors Corporation August 2005 - May 2010
Skills
Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, Time Management, Teamwork, Microsoft PowerPoint, Securities, Finance
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
Bachelor of Science (B.S.), Finance, General
MCM 2000 - Present
Atlantic Street Center 2013 - Present
First Investors 1999 - 2000
Merrill Lynch 1997 - 1999
Skills
Strategic Planning, Financial Planning, Deferred Compensation, Retirement Plan..., Wealth Transfer, Strategic Financial..., 401k, Employee Benefits, Estate Planning, Executive Pay, Financial Services, Insurance, Investments, Life Insurance, Management, Mutual Funds, Project Management, Recruiting, Retirement, Retirement Planning, Wealth
Education
Seattle University
BA & Executive MBA
Academy of our Lady of Guam
St. Anthony School
State Street Bank February 1990 - Present
First Investors May 1988 - February 1990
Skills
Equities, Middle Office, Market Data, Capital Markets, Derivatives, Back Office, Corporate Actions, Financial Services, Fund Accounting, SQL, Fixed Income, Design Analysis, Business Analysis, Quality Assurance, Mutual Funds, Securities, Statutory Accounting, Microsoft Excel, Product Development
Education
Richard Stockton College of New Jersey 1984 — 1988
Bachelor of Arts (B.A.), Accounting
Stockton State College 1984 — 1988
TD Ameritrade April 2006 - Present
First Investors 2005 - 2006
NetJets 1996 - 2004
Skills
Equities, Investments, Series 7, Portfolio Management, Fixed Income, Mutual Funds, Securities, Financial Analysis, Financial Services, Risk Management, Series 63, Asset Allocation, Trading, Series 24
Education
DeVry Institute of Technology 1997 — 2003
Bachelor of Science
The Ohio State University 1992 — 1994
USPTO September 2007 - June 2013
US Small Business Administration October 2005 - June 2007
Partnership Employment June 2005 - October 2005
CEC Entertainment April 2005 - May 2005
First Investors June 2003 - February 2004
Education
Southeastern Career Institute
ABA Certified Paralegal Certificate
Southern Methodist University
Bachelor of Science
Ernst & Young August 2011 - April 2014
CBIZ Inc May 2011 - August 2011
Community Service January 2011 - May 2011
First Investors May 2010 - August 2010
PNC Bank Arts Center January 2005 - January 2010
Longstreet Farm May 2006 - September 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Valuation, Business Analysis, Mergers & Acquisitions
Education
The College of New Jersey 2007 — 2011
Bachelor of Arts (BA), Finance, General
Cypress Semiconductor Corporation December 2013 - Present
First Investors May 2013 - November 2013
HSBC February 2012 - June 2012
Robert Walters HK (DHL Express) October 2011 - January 2012
Bank of China International June 2010 - September 2010
OpenBusiness October 2009 - November 2009
NBA China June 2008 - August 2008
Time Inc. July 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Xara, Sony Vegas, Data Analysis, Financial Analysis, Customer Service
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Finance
Beijing University of Language and Culture 2006 — 2006
Sha Tin College
First Investors June 2014 - September 2014
Skills
Negotiation, Risk Management, Project Management, Retail, Inventory Management, Food, Menu Development, Food & Beverage, Food Service, Team Building, Management, Financial Modeling, Business Analysis, Budgets, Restaurant Management, Restaurants, Business Strategy, Sales, Microsoft Office, Strategic Planning, Customer Service
Education
San Jose State University
Economics
First Investors December 2013 - Present
Wegmans Food Markets September 2011 - December 2013
M&T Securities April 1998 - May 2011
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Financial Analysis, Pensions, Investment Advisory, Portfolio Management, Series 7, Mutual Funds, Estate Planning, Financial Modeling, Financial Advisory, Income Protection, Asset Allocation, Insurance, Retail Banking, Finance, Securities, Banking, Financial Planning
Education
The American College 2014 — 2016
Chartered Financial Consultant (ChFC), Retirement Income Strategies, B
The American College 2004 — 2008
Chartered Financial Consultant (ChFC), Financial Planning and Services
University of Toledo 1971 — 1972
Elementary Education and Teaching
Williamsville North HS 1968 — 1971
First Investors May 2014 - Present
Springleaf Financial Services March 2008 - March 2012
Equity One June 2003 - February 2008
Citifinancial October 1998 - June 2003
Skills
Account Management, Organizational..., Excel, Financial Reporting, Mentoring Of Staff, Training & Development, Collections, Data Collection, Loan Origination, Loan Servicing, Personal Loans, Outlook, Customer Service, Workflow, Sales Management, Strategic Planning, Loans, Investments, Microsoft Excel, Consumer Lending, Credit, Employee Training, Loss Mitigation, Credit Analysis, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BS, Public Health
Remax Alliance 2013 - Present
emagin8 October 2012 - Present
GEICO March 2010 - August 2012
Ego Music, LLC November 2008 - January 2010
Sorrento Valley Collision Center March 2008 - April 2008
First Investors October 2007 - March 2008
Shamir Insight, Inc June 2006 - September 2007
S.E.I.U October 2005 - May 2006
Starbucks Coffee July 2004 - May 2005
Tan-Fast-Tik February 2004 - July 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Social Media Marketing, Event Management, Event Planning, Music Industry, Blogging, Clerical Skills, Office Administration, Call Center, Insurance, Internet marketing
Education
Tidewater Community College 2011 — 2012
Gameland Arena LLC February 2014 - Present
JPMORGAN SECURITIES January 2013 - Present
JP Morgan Chase February 2010 - December 2012
First Investors May 2009 - December 2009
Education
Temple University - Fox School of Business and Management 2004 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Legal Studies
Epizyme September 2013 - Present
Metropolis of Boston Youth Dance Group September 2006 - Present
FirstBest Systems, Inc. September 2012 - July 2013
Boston Children's Hospital July 2012 - August 2012
Community Catalyst June 2012 - August 2012
First Investors June 2012 - August 2012
Aldo Group September 2007 - August 2011
First Investors Corporation January 2010 - May 2011
Skills
People Management, Social Networking, Teamwork, Recruiting, Performance Management, Financial Modeling, Talent Acquisition, Diversity & Inclusion, Global Mindset Inventory, Onboarding, Performance Appraisal, Employee Engagement, Requisition Management, Full-life Cycle..., Cultural Competency, Cultural Intelligence, Goal Oriented, Employee Relations, Customer Satisfaction, Human Resources, Management, Analysis, Hiring, Employee Benefits
Education
Simmons College - Simmons School of Management 2011 — 2012
MBA, Organizational Leadership
Simmons College 2007 — 2011
BA, Finance and Economics
ConAgra Foods March 2008 - Present
ConAgra Foods January 2005 - Present
ConAgra Foods January 2005 - Present
FIRST INVESTORS January 2005 - February 2008
First Investors April 2004 - December 2004
Education
Texas Christian University 2000 — 2004
BS, Finance
TEXAS CHRISTIAN UNIVERSITY
Bachelor's Degree, Finance; Real Estate
CATHOLIC HIGH SCHOOL
Mutual of America October 2010 - Present
First Investors Corporation March 2010 - October 2010
First Investors May 2009 - March 2010
Solar Turbines June 2006 - June 2009
Skills
Series 6, Series 63, Licensed Life Insurance..., Outlook, Google Docs, Six Sigma Green Belt, Customer Service, Microsoft Excel, Microsoft Word, Mutual Funds, Asset Allocation, Financial Services, PowerPoint, Finance, Retirement, Investments, Life Insurance, 401k, Insurance
Education
San Diego State University-California State University
Bachelor's Degree, Financial Services
Mystic Seaport May 2014 - Present
Custom House Maritime Museum August 2011 - Present
AT&T July 2007 - May 2011
First Investors January 1982 - February 2004
Skills
Outstanding..., Sales, Sales Management, History, Historic Preservation, Historical Research, American History, Call Centers, Managed Services, Customer Service, Microsoft Office, Tourism, Management, Public Speaking, Customer Retention, PowerPoint, Marketing, Direct Sales, Strategic Planning
Education
Daniel Hand High School
Southern Connecticut State University
Bachelor's degree
University of New Haven
Goldman Sachs February 2013 - Present
iTAN Franchising, Inc. August 2009 - February 2013
San Diego State University August 2006 - May 2010
First Investors January 2010 - April 2010
Skills
Research, PowerPoint, Microsoft Office, SPSS, Public Speaking, Higher Education, Statistics, Microsoft Excel, Microsoft Word
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Doers of the Word Christian Fellowship Church December 2008 - Present
Mount Olive Baptist Church, Hackensack, NJ June 2001 - June 2007
Dassault Falcon Jet January 1997 - June 2007
Youth Advocate Programs, Inc. January 1994 - October 1995
Scripturally Yours January 1990 - April 1993
Prudential Mutual Fund Services 1988 - 1989
First Investors 1985 - 1987
Skills
Preaching, Pastoral Care, Discipleship, Theology, Biblical Studies, Pastoral Counseling, Religion, Missions, Spiritual Direction, Gospel, Youth Ministry, Church Growth, Church Events, Liturgy, Nonprofits, Community Outreach, Teaching
Education
Trinity College of the Bible and Trinity Theological Seminary 1998 — 2001
Master's degree, Religious Education
Rutgers, The State University of New Jersey-Newark 1980 — 1984
Bachelor of Arts (BA), Business Administration
First Investors August 2014 - November 2014
Ally Financial Services November 2013 - June 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Data Analysis, Analysis, Financial Analysis, Marketing, Accounting, Financial Modeling, Access, Financial Reporting, Leadership, Teamwork, Outlook, Time Management, Research, PowerPoint
Education
The University of Texas at Arlington 2003 — 2014
University of Texas at Arlington 2009 — 2013
Edgar Snyder & Associates June 2014 - Present
Shop n Save June 2010 - December 2013
First Investors May 2013 - August 2013
Skills
PowerPoint, Microsoft Word, Research, Teamwork, Social Media, Report Writing, Strategic Planning, Recruiting, Data Entry, Human Resources, Public Speaking, Microsoft Excel, Time Management, Customer Service, Marketing, Facebook, Team-oriented, Social Networking, Team Leadership
Education
Seton Hill University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing/Human Resources, 3.59
Bethel Park High School 2006 — 2010
Corporate Actuarial Department, Prudential Financial March 2015 - Present
Longevity Reinsurance Pricing, Prudential Pension Risk Transfer February 2014 - March 2015
Capital Management, Prudential International Insurance April 2012 - February 2014
Group Insurance, Prudential Financial June 2011 - September 2012
First Investors March 2011 - September 2011
Skills
Finance, Financial Analysis, Analysis, Microsoft Excel, Underwriting, PowerPoint, Data Analysis, Microsoft Word, Risk Management, VBA
Education
Rutgers University-New Brunswick 2007 — 2012
BS, Mechanical Engineering
Astronics March 2013 - Present
Darien Lake Resort May 2012 - June 2013
SUNY Fredonia August 2012 - January 2013
First Investors May 2012 - August 2012
SUNY Fredonia August 2011 - May 2012
SUNY Fredonia January 2010 - May 2012
Darien Lake Resort March 2011 - August 2011
SUNY Fredonia August 2010 - December 2010
Darien Lake Resort May 2010 - October 2010
Darien Lakes State Park July 2010 - August 2010
Skills
Event Planning, Self-motivated..., Microsoft Excel, Interpersonal..., Strategic Planning, Leadership, Planning Budgeting &..., Business Planning, Public Relations, Teamwork, Sports Management, Social Media, Sales, Facebook, Sponsorship, Market Research, Sports, Time Management, Strategic Financial..., Bank Reconciliation, Operations Management, Organization, Hardwork, Oral & Written..., Hospitality Management, Crisis Management, Crisis Communications, Financial Statements, Accounts Payable, Accounts Receivable, Corporate Online Banking, Wire Transfers, Corporate Purchasing..., Tax Preparation, Audit Preparation, General Ledger, Supervisory Skills, Multi Tasking, Timely Execution and..., Customer Experience, Guest Recovery, Detail Oriented
Education
State University of New York College at Fredonia 2009 — 2012
Bachelor of Science (B.S.), Business Administration: Finance; Sport Management, 3.90 Program GPA
North Area Athletic and Education Center August 2007 - Present
Citizens Bank April 2003 - August 2007
Carrier Corporation August 2002 - April 2003
First Investors June 2001 - August 2002
Skills
Strategic Planning, Management, Leadership, Budgets, Microsoft Office, Customer Service, Project Management, Business Strategy, Public Speaking, Financial Analysis, Nonprofits, Non-profit..., Human Resources, Fundraising, Retail Banking, Mutual Funds, Youth Programs, Youth At Risk, Computer Proficiency
Education
Syracuse University 1999 — 2000
Master’s Degree, Economics
Syracuse University 1995 — 1999
Bachelor’s Degree, International Relations and Affairs
First Investors September 2013 - Present
Prudential Investments April 2010 - August 2011
Prudential Investments January 2007 - March 2010
Standard & Poor's May 2006 - December 2006
AllianceBernstein October 2002 - February 2006
AllianceBernstein January 1996 - October 2002
Skills
Separately Managed..., Mutual Funds, Series 63, Alternative Investments, Series 7, Relationship Management, Series 26, 529 Plans, 401k, Retirement Planning
Education
Syracuse University
The Kraft Heinz Company September 2015 - Present
H.J. Heinz Company November 2014 - August 2015
H.J. Heinz Company June 2014 - November 2014
Magee-Womens Hospital August 2013 - June 2014
PACCAR August 2012 - August 2013
KiZAN Technologies February 2012 - August 2012
Ridgeview Psychiatric Hospital October 2010 - November 2011
Ridgeview Psychiatric Hospital January 2010 - October 2010
Alpern Rosenthal July 2008 - December 2009
First Investors June 2006 - August 2006
Skills
Employee Benefits, Employee Relations, Accounting, Technical Recruiting, College Recruiting, Auditing, New Hire Orientation, Process Improvement, New Hire Orientations, Recruiting, Team Building, Leadership, Human Resources, Onboarding, Personnel Management, Talent Acquisition, PeopleSoft, Employee Engagement, Leadership Development, Organizational..., Strategic Planning
Education
University of Tennessee-Knoxville 2010 — 2011
MS, Human Resources Management
Slippery Rock University of Pennsylvania 2004 — 2008
BS, Accounting & Finance
Alpha Physician Resources March 2015 - Present
Alpha Physician Resources July 2013 - March 2015
Alpha Physician Resources February 2013 - May 2013
Delta Epsilon Iota (DEI) September 2012 - May 2013
Answer-Center for Applied Psychology December 2010 - May 2013
Answer: Center for Applied Psychology August 2012 - December 2012
Rutgers, The State University of New Jersey September 2011 - December 2012
First Investors July 2012 - September 2012
The National Society of Leadership and Success (NSLS) March 2012 - May 2012
Center for Hope Hospice January 2009 - May 2009
Skills
Recruiting, Human Resources, Interviews, Training, Leadership, Time Management, Employee Benefits, Microsoft Office, Social Media, HRIS, PowerPoint, Microsoft Excel, Google Docs, Strong Communication, Healthcare, Customer Service, Microsoft Word, Management, Taleo, Onboarding, Data Analysis, Data Entry, New Hire Orientations, ADP Payroll, Teamwork, Screening Resumes, Event Management, ADP, Fluent in Arabic, ADP EV5, HR Perspective, Halogen, ADP IPay
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
B.A., Human Resource Management, 3.6
Union County College 2014 — 2014
Employment Law Fundamentals, 89
Academy for Allied Health Sciences 2005 — 2009
Rebound Electronics July 2014 - July 2015
Sprint 2003 - 2010
Arrow Electronics 1998 - February 2002
Robert Half and Associates January 1996 - January 1998
First Investors January 1995 - January 1996
Skills
Wireless, Telecommunications, Mobile Devices, Finance, Business Development, Sales
Education
Foothill Community College
Associate, Arts; Business Administration
The California State University
Bachelor’s of Science, Business Administration with option in Finance and Minor in Economics and Accounting
Morgan Stanley Wealth Management June 2003 - Present
Citi Smith Barney January 2003 - May 2003
First Investors June 2002 - August 2002
Education
St. Francis College 1999 — 2003
Bachelor of Science in Management, Cum Laude Graduate
The Rescue House August 2013 - Present
San Diego Public Library May 2015 - Present
San Diego State University March 2014 - April 2015
Waldorf School Of San Diego August 2014 - December 2014
First Investors June 2014 - November 2014
SDSU Pre-College Institute August 2012 - May 2013
Skills
Microsoft Excel, Research, Teamwork, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Social Networking, Event Planning, Time Management, Public Speaking, Social Media, Leadership, Fundraising
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Arts (B.A.), Anthropology/ Minor in Marketing, 3.59
The Mergis Group May 2012 - Present
First Investors March 2012 - May 2012
First Investors March 2012 - May 2012
Skills
Retirement Planning, Investments, Securities, Financial Analysis, Accounting, Finance, Recruiting, Financial Reporting, Corporate Finance, Banking, Financial Modeling, Talent Acquisition, Microsoft Excel, Human Resources, Executive Search, PeopleSoft, Technical Recruiting, Analysis, Sarbanes-Oxley Act, Applicant Tracking...
Education
The Ohio State University 2007 — 2011
Bachelor of Arts (B.A.), Economics
The Ohio State University 2007 — 2011
Bachelor of Arts (BA), Economics
Roche July 2013 - Present
Caravan Ingredients May 2013 - July 2013
First Investors September 2012 - December 2012
Rutgers University January 2011 - May 2012
Rutgers University September 2010 - February 2012
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts (B.A.), Chemistry
D.F. King & Co. March 2014 - July 2014
Bloomberg LP September 2012 - December 2013
First Investors January 2012 - June 2012
Jerome Industries Inc June 2009 - August 2009
Skills
Microsoft Office, Bloomberg Terminal, Spanish-English, Finance, Microsoft Excel, Bloomberg, Financial Analysis, Fixed Income, Management, Strategic Financial..., Financial Planning, Time Management, Data Analysis, Microsoft Word, PowerPoint, Customer Service
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2012
Bachelor's degree, Finance and Economics
Suremerica November 2012 - Present
AIG June 2005 - October 2012
First Investors 1995 - 2005
AIG September 1988 - August 1995
Reliance Insurance Company June 1984 - September 1988
Seaboard Surety Company June 1983 - June 1984
Skills
Risk Management, Underwriting, Commercial Insurance, Professional Liability, Property & Casualty..., Reinsurance, Insurance, Financial Analysis, Casualty, Brokers, General Insurance, Financial Risk, Liability, Surety, Surety Bonds
Education
St. Francis College 1982 — 1983
Bachelor's Degree, Economics, 4.0
The College of William and Mary 1977 — 1980
General Studies
PSI Marketing Consultants Inc. July 1987 - Present
First Investors 1986 - 1987
Missouri Pacific Airfreight 1983 - 1985
Dunn & Bradstreet Marketing Services 1980 - 1982
AB Dick Co. 1978 - 1980
Boy Scouts of America 1972 - 1977
Montgomery Ward August 1971 - September 1972
Skills
Fundraising, Recruiting, Leadership, Sales, Cold Calling, Market Research, Lead Generation, Budgets, Management, Marketing, Social Networking, Program Management
Education
Tennessee State University 1967 — 1971
Bachelor of Science (B.S.), Sociology
T.Y. Diamonds LLC November 2009 - January 2012
Shawarma Ave September 2007 - October 2009
First Investors December 2006 - May 2007
Education
Touro College
BS, Accounting
Kangaroo Express, an operating trade name of The Pantry, Inc. January 2011 - Present
First Investors January 2010 - January 2011
United States Marine Corps June 2000 - October 2008
Education
Shorter University 2006 — 2009
Bachelor of Science (BS), Economics
First Investors December 2014 - Present
Education
The University of Georgia 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Raymond James Financial, Inc. June 2010 - Present
Raymond James Financial, Inc. June 2010 - Present
First Investors September 2001 - June 2010
Deloitte January 1998 - September 2001
Education
Saint Joseph's University 1993 — 1997
Bachelor’s Degree, Accounting