First Investors Corporation

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First Investors Corporation Employees

Employee
Years
Job
Industry
Curt Davis, CFP®, ChFC® Curt Davis, CFP®, ChFC® San Jose, California Details
Curt Davis, CFP®, ChFC®'s First Investors Corporation Experience September 1987 - May 1999
Job President / Founder at Davis Financial Management
Industry Financial Services
Experience
Davis Financial Management   May 1999 - Present
Mission City Investment Services   March 2013 - Present
Ishimwe Center   January 2007 - Present
First Investors Corporation   September 1987 - May 1999

Education
Bryant University   1983 — 1987
BS, Business Administration, Computer Information Systems

American College, Heubner School   1999 — 2003
Chartered Financial Consultant, Advanced Financial and Estate Planning; Risk Management

CHS

Terri Gray Terri Gray Princeton, Illinois Details
Terri Gray's First Investors Corporation Experience September 1986 - September 1988
Job Owner, AustinWeb Design
Industry Internet
Experience
AustinWeb Design   July 1996 - Present
Self Employed - Marketing & Bookkeeping   September 1988 - July 1996
First Investors Corporation   September 1986 - September 1988
First Executive Air   August 1984 - August 1986
State Bar of Texas  June 1980 - August 1984

Education
University of Illinois at Urbana-Champaign   1976 — 1980
Bachelor's degree, Elementary Education and Specialized Instruction

Austin Community College   1980 — 1982
Marketing, Business, Accounting

Waubonsee Community College   1975 — 1976

Wayne Weinstock Wayne Weinstock West Palm Beach, Florida Area Details
Wayne Weinstock's First Investors Corporation Experience May 1986 - March 1988
Job The Advisor Companies
Industry Consumer Electronics
Experience
Ask The Advisors   March 2001 - Present
Unique Classics Inc.   January 1996 - February 2001
Agent 17/G.A.S. West   April 1992 - February 2000
Weinstock and Yaeger Inc.   July 1988 - April 1992
First Investors Corporation   May 1986 - March 1988

Skills
System Design, Sales, Management, CRM, Purchasing, I give great phone, Retail, Telephone, Consumer Electronics, Sales Management, Leadership, Budgets, Integration, CCTV, Customer Service, Team Building, AV, Sound, Customer Satisfaction, Product Marketing, Product Management, Home Automation, Telecommunications, Lighting Control, Electronics, Project Management, Video, Forecasting, Video Conferencing, Competitive Analysis, P&L Management, Streaming Media, Trade Shows, B2B, Strategic Partnerships, Merchandising, Start-ups, Sales Operations, Direct Sales, Selling, Product Development, Product Launch, Executive Management, Pricing, Sales Process, Key Account Management, Strategy, Multi-channel Marketing, Market Planning, CEDIA

Education
Binghamton University   1982 — 1986
BS/BA, History, Politics, Economics

JFKHS, Plainview, NY   1978 — 1982
HS Graduate

Maggie McGuire Maggie McGuire Greater New York City Area Details
Maggie McGuire's First Investors Corporation Experience July 2012 - March 2013
Job Library Associate at Rahway Public Library
Industry Libraries
Experience
Rahway Public Library  June 2014 - Present
Rahway Public Library  May 2013 - May 2014
First Investors Corporation   July 2012 - March 2013
American University Writing Center   September 2008 - May 2012

Education
American University   2008 — 2012
Bachelor of Arts (BA), History with a minor in Literature

Maria Pina Maria Pina Houston, Texas Area Details
Maria Pina's First Investors Corporation Experience July 2007 - June 2008
Job HR Generalist and Training Manager Air Liquide
Industry Chemicals
Experience
Air Liquide America  October 2012 - Present
Air Liquide America  March 2011 - October 2012
Air Liquide America  March 2010 - March 2011
Comcast  June 2008 - January 2010
First Investors Corporation   July 2007 - June 2008

Skills
OFCCP, SAP E-Recruiting, VirtualEdge, PeopleSoft, Recruiting, Site Administration, Human Resources, MS Excel Pivot Tables, HR Reports, Data Analysis, Presentations, PISA Sales

Education
Benedictine University   2002 — 2006
Bachelor of Arts (B.A.), Social Science and History

Cynthia Rongione Cynthia Rongione Greater New York City Area Details
Cynthia Rongione's First Investors Corporation Experience November 2001 - July 2004
Job Personal Assistant at Family Office
Industry Philanthropy
Experience
Family Office  July 2015 - Present
New York Private Trust Company  April 2013 - January 2015
Sterling Equities  July 2005 - June 2012
Legacy Planning Group, Inc.   January 2005 - May 2005
First Investors Corporation   November 2001 - July 2004
KKR  April 1997 - November 2000
Simplicity Pattern Company  May 1989 - April 1996
InterContinental Hotels Group  March 1982 - April 1988

Skills
Project Management, Deadline Driven, Highly detail oriented, Investments, Asset Managment, Private Equity, Asset Management, Event Planning, Event Photography, Fundraisers, Due Diligence, Time Management, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Office, Budgets

Education
Adelphi University
BS

Hofstra University
Certificate

Queensborough Community College
AAS

Kerry Phelan, MBA Kerry Phelan, MBA Greater New York City Area Details
Kerry Phelan, MBA's First Investors Corporation Experience September 2004 - December 2010
Job Financial Advisor at Mazzetti, Buscetto and Associates Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2011 - Present
First Investors Corporation   September 2004 - December 2010

Education
Alfred University   2000 — 2004
MBA, Business Management

Kseniya (Kate) Strachnyi, PMP Kseniya (Kate) Strachnyi, PMP Greater New York City Area Details
Kseniya (Kate) Strachnyi, PMP's First Investors Corporation Experience January 2008 - April 2008
Job Manager Financial Services Industry
Industry Banking
Experience
Deloitte & Touche LLC  August 2011 - Present
Sherwood Village Cooperative C   June 2014 - Present
PRMIA - Professional Risk Managers' International Association  June 2013 - Present
PRMIA - Professional Risk Managers' International Association  February 2012 - Present
Bank Leumi USA  August 2010 - August 2011
Global Association of Risk Professionals  August 2009 - July 2010
FGI Finance  November 2008 - May 2009
First Investors Corporation   January 2008 - April 2008

Skills
Risk Management, Financial Risk, Enterprise Risk..., Basel II, Operational Risk, Tableau, Credit Risk, Finance, Financial Analysis, Banking, Operational Risk..., Basel III, Project Management, Market Risk, Corporate Governance, Derivatives, Capital Markets, Financial Modeling, Corporate Finance, Portfolio Management, Governance, Leadership, Risk Analysis, Financial Markets, @Risk, Business Development, Investment Banking, ICAAP, Valuation, Microsoft Excel, Risk Control..., Risk Appetite, Policy, Equities, Treasury Management, ERM, Bloomberg, Compliance Risk..., PMO, Policies & Procedures, PD & LGD Calculation, Third Party Vendor Risk..., New Product Approval..., SR-08-8, Volcker Rule

Education
Tableau   2015 — 2015
Tableau Advanced Training Course

Basel ii Association (BCPA)
Certified Basel ii Professional (CBiiPro).

City University of New York-Baruch College
BS, Finance & Investments

Global Association of Risk Professionals (GARP)
Financial Risk Manager (FRM) Level II Candidate

Hwari (Daisy) Yoo Hwari (Daisy) Yoo Buena Park, California Details
Hwari (Daisy) Yoo's First Investors Corporation Experience January 2012 - March 2012
Job Community Marketing Advisor
Industry Marketing and Advertising
Experience
Wyndham Vacation Ownership  May 2014 - July 2014
Council of Christian Colleges and Universities   September 2013 - April 2014
Northwestern Mutual  November 2012 - July 2013
Nordstrom  May 2012 - August 2012
First Investors Corporation   January 2012 - March 2012

Skills
Fluent in Korean, Microsoft Excel, Microsoft Word, Microsoft Exchange, Marketing, PowerPoint, Facebook, Microsoft Office, Event Planning, Outlook, Social Media, Public Speaking, Customer Service, Social Networking, Mac, Community Outreach, Social Media Marketing, Critical Thinking, Administration, Data Entry, Sales, Telephone Skills, English

Education
Azusa Pacific University   2009 — 2013
Bachelor of Science (B.S.), Finance, General

Justin Kinner Justin Kinner Audubon, New Jersey Details
Justin Kinner's First Investors Corporation Experience May 2005 - October 2005
Job PresidentTeton Tent Rental
Industry Events Services
Experience
Teton Tent Rental   January 2012 - Present
Independent Alarm   May 2011 - April 2015
JJD Franchises LLC   June 2011 - January 2014
Babson College  May 2010 - May 2011
Snowbird Ski and Summer Resort  January 2009 - May 2010
North American Composites  December 2007 - January 2009
Siemens AG  November 2005 - November 2006
First Investors Corporation   May 2005 - October 2005

Skills
Mergers, Company Acquisitions, Sales Management, Inventory Management, Employee Relation, Marketing Strategy, Excel, Financial Analysis, Corporate Finance, Microsoft Excel, Employee Relations, Management, Mergers & Acquisitions, Operations Management, Finance, Entrepreneurship, Leadership, Accounting, Business Strategy, Sales, Business Development, Start-ups, Strategy, Business Planning, Strategic Planning, Market Research

Education
Babson College - Franklin W. Olin Graduate School of Business   2010 — 2011
MBA, Entrepreneuship-Management

Richard Stockton College of New Jersey   2001 — 2005
Bachelor of Science, Business

US Treasury Internship   2004 — 2004
Governement Finance

Edward Laing Edward Laing Evansville, Indiana Details
Edward Laing's First Investors Corporation Experience 2010 - 2010
Job Toyota Motor Manufacturing of Indiana Chassis Assembly
Industry Automotive
Experience
Toyota Motor Manufacturing Indiana  April 2013 - Present
The Children's Bureau  September 2011 - January 2013
Penny Lane Centers  July 2011 - November 2011
JCPenney  October 2009 - July 2011
First Investors Corporation   2010 - 2010
North Central Industries   May 2005 - July 2008

Skills
Manufacturing Operations, Applied Sciences, Technical Aptitude, Customer Service, Research, Community Outreach, Critical Thinking, Public Speaking, Event Planning, Non-profits, Leadership, Teaching, Microsoft Office, Social Networking, PowerPoint, Fundraising, Microsoft Excel, Microsoft Word, Nonprofits, Higher Education, Data Analysis, Training, Leadership Development, Youth Mentoring, Volunteer Management, Tutoring, Healthcare, Outlook, Sales, Program Development, Youth Development, Conflict Resolution, Photoshop, Adolescents, Data Entry, Customer Satisfaction, Inventory Management, Team Building, Public Relations, Facebook, Coaching, Marketing, Teamwork, Social Media, Team Leadership

Education
Ball State University   2003 — 2010
Bachelor of Science, Department of Applied Sciences and Technology

Nicollet Buchmayer Nicollet Buchmayer Greater Minneapolis-St. Paul Area Details
Nicollet Buchmayer's First Investors Corporation Experience June 2010 - August 2010
Job Sales Associate at Bath & Body Works
Industry Retail
Experience
Bath & Body Works  November 2013 - Present
Target  October 2012 - Present
St. Cloud State University  August 2011 - May 2012
The Mergis Group  2012 - 2012
First Investors Corporation   June 2010 - August 2010
Maplewood Community Center  February 2009 - August 2010

Skills
Time Management, Customer Service, Microsoft Excel, Data Entry, Resume Writing, Teamwork, Microsoft Word, Communication, Communication Skills

Education
St. Cloud State University   2007 — 2012
Bachelor of Science and Bachelor of Arts, Finance and Business Economics

Fachhochschule Ingolstadt   2009 — 2010

Jeff Imrie Jeff Imrie Greater Atlanta Area Details
Jeff Imrie's First Investors Corporation Experience September 1988 - October 1990
Job Senior Benefit Counselor at Federal Employee Benefit Counselors (FEBC)
Industry Financial Services
Experience
Federal Employee Benefit Counselors   August 2013 - Present
SourceHOV  October 2012 - May 2013
Itel Laboratories, Inc.   May 2009 - August 2011
Wells Fargo  August 2004 - January 2009
Diversified Investment Advisors  October 2002 - May 2004
mPower  1999 - 2002
Merrill Lynch  1997 - 1999
Barclays Global Investors  1993 - 1997
Wells Fargo Bank  1991 - 1993
First Investors Corporation   September 1988 - October 1990

Skills
401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Pensions, Financial Services, Sales, Management, Financial Advisory, Insurance, Employee Benefits, Start-ups, Training, Finance, Human Resources, Relationship Management

Education
CSU Chico   1983 — 1987
Bachelor of Science (BS), Finance and Economics

University of Copenhagen   1987 — 1988
Bachelor of Science (BS), International Finance

Maggie Dziadosz Maggie Dziadosz Elmwood Park, New Jersey Details
Maggie Dziadosz's First Investors Corporation Experience July 2008 - September 2011
Job BSN Student
Industry Arts and Crafts
Experience
Self-Employed  July 2012 - Present
Knit's Awesome   January 2010 - Present
Teavana  October 2011 - June 2012
First Investors Corporation   July 2008 - September 2011
Dumont Public Schools  September 2006 - February 2007
St. Mary High School  September 2005 - June 2006

Skills
Research, Time Management, Critical Thinking, Customer Service, Writing, Creative Writing, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Outlook, Data Entry, Leadership, Social Media, Sales, Event Planning, Social Networking, Editing, Proofreading, Mac OS, iOS, Multi Tasking, Copy Editing, Literature, Curriculum Design

Education
Felician College   2014 — 2016
Bachelor’s Degree, Registered Nursing/Registered Nurse

Passaic County Community College   2013 — 2013
Non-Matriculated, Health Services/Allied Health/Health Sciences, General

Bergen Community College   2011 — 2013
Non-Matriculated, General Science

William Paterson University of New Jersey   2007 — 2010
Master's Degree, English - Creative Writing

College of Saint Elizabeth   1996 — 2000
Bachelor’s Degree, English

Jon Elgas Jon Elgas Greater Detroit Area Details
Jon Elgas's First Investors Corporation Experience May 2006 - August 2006
Job Business Associate at St. John Providence Health System
Industry Wireless
Experience
Michigan Ear Institute  October 2014 - Present
St. John Providence Health System  October 2014 - May 2015
J&B Medical   August 2014 - September 2014
ReCellular  February 2009 - November 2013
Speedway SuperAmerica LLC  July 2006 - November 2008
Kohls  September 2006 - April 2007
First Investors Corporation   May 2006 - August 2006
concord mortgage  January 2006 - May 2006
Meijer  September 2005 - December 2005
Culvers  March 2004 - May 2005

Skills
Medical Billing, Medical Coding, CMS-1500, ICD-9-CM, icd-10-cm, Certified Billing and..., Insurance, Cpr Certified, Customer Satisfaction, Customer Service, Microsoft Excel, Sales, Management, Investments, CBCS, Employee Training, Microsoft Office, PowerPoint, Microsoft Word, Team Building, Finance, Team Leadership, Leadership, Process Improvement, Selling

Education
Ross Medical Education Center-Brighton   2014 — 2014
Medical Billing, Medical Insurance Specialist/Medical Biller

Saginaw Valley State University - College of Business and Management   1999 — 2005
Bachelor of Business Administration (BBA), Finance, General

Washtenaw Community College   1996 — 1998
Associate's degree, Business/Commerce, General

Sam Robbins Sam Robbins United States Details
Sam Robbins's First Investors Corporation Experience March 2008 - March 2010
Job Senior Analyst at Commission Junction
Industry Marketing and Advertising
Experience
CJ Affiliate by Conversant (formerly Commission Junction)   February 2013 - Present
CJ Affiliate by Conversant  July 2011 - February 2013
CJ Affiliate by Conversant  May 2010 - July 2011
First Investors Corporation   March 2008 - March 2010
Ameriprise Financial Services, Inc  October 2007 - May 2008
Bentley College  January 2006 - May 2008
Aon Insurance Managers (Dublin) Ltd   June 2007 - August 2007

Skills
Streamline Processes, Organizing, Microsoft Excel, Analysis, Financial Analysis, Business Analysis, Process Improvement, Data Analysis, Public Speaking, Marketing, Strategic Planning, Business Development, Account Management, Budgets, Forecasting, Customer Service

Education
Bentley University   2004 — 2008
BS, Finance

University College Dublin   2007 — 2007
Finance, History

Franklin High School   2000 — 2004

BEATRIZ DE JESUS BEATRIZ DE JESUS Greater New York City Area Details
BEATRIZ DE JESUS's First Investors Corporation Experience December 2000 - December 2003
Job
Industry Financial Services
Experience
Angel Americas LLC   July 2005 - January 2014
InfoHighway Communications  January 2004 - January 2005
First Investors Corporation   December 2000 - December 2003

Skills
Pensions, Benefits Administration, Inventory Management, Microsoft Office, Microsoft Excel, Troubleshooting, Analysis, Customer Satisfaction, PowerPoint, Sales, Telecommunications, Account Management, Outlook, Customer Service, Marketing, Business Analysis, Process Improvement, Time Management, Strategic Planning, Logistics Management, Management, Operations Management, Forecasting, Logistics, Team Leadership, Microsoft Word, Product Development, Cost Reporting, SQL, Project Management, Negotiation, Financial Analysis, Budgets, Windows, Leadership, Human Resources, Vendor Management, Teamwork, Project Planning, Excel, Finance, Retail, Team Building, Team Management, Cross-functional Team..., Sales Management, Training, Sales Operations, Purchasing, Notary Public

Education
American Intercontinental University   2003 — 2005
Bachelor, Network Administration

Baruch College   1997 — 1999

Stephanie Wixted Stephanie Wixted Lakeland, Florida Area Details
Stephanie Wixted's First Investors Corporation Experience February 1992 - March 2000
Job eCommerce Sales & Service Agent at Walt Disney World
Industry Financial Services
Experience
KB Financial Partners   August 2012 - July 2013
VALIC  September 2011 - January 2012
New Century Investor Services   October 2007 - December 2010
New Century Planning   October 2003 - August 2007
Prudential  March 2000 - October 2003
First Investors Corporation   February 1992 - March 2000

Skills
Management, Team Building, Finance, Human Resources, Small Business, Time Management, Leadership, Financial Services, Customer Retention, Sales, Training, Microsoft Excel, Microsoft Office, Customer Service, Marketing, PowerPoint, Microsoft Word, Outlook

Education
Brookdale Community College
Associate of Arts and Sciences (AAS), Marketing

Manalapan High School
diploma, college prep

Benjamin Kadlec Benjamin Kadlec Raleigh-Durham, North Carolina Area Details
Benjamin Kadlec's First Investors Corporation Experience November 2005 - July 2010
Job Partner Financial Consultant
Industry Financial Services
Experience
Legacy Wealth Strategies - AXA Advisors   January 2014 - Present
The Business Strategies Group of North Carolina - AXA Advisors   October 2014 - Present
AXA Advisors  March 2013 - Present
NCM Capital  July 2010 - March 2013
First Investors Corporation   November 2005 - July 2010
The Buckingham Research Group  February 2002 - November 2005
Orbitex Management, Inc   April 2001 - February 2002

Skills
Financial Modeling, Wealth Accumulation..., Wealth Management, Tax-advantaged..., Financial Analysis, Investment Strategies, Succession Planning..., Alternative Investment..., Portfolio Performance..., Multi-generational..., Executive Management..., Marketing Strategy, Networking Strategy, Sales Strategy, Hedge Fund Strategies

Education
City University of New York-Baruch College - Zicklin School of Business   2005 — 2007
MBA, Finance and Marketing

Trinity College-Hartford   1992 — 1996
BA, Economics

Summit High School   1988 — 1992

Nunzio Bruno Nunzio Bruno Springfield, Massachusetts Area Details
Nunzio Bruno's First Investors Corporation Experience May 2007 - February 2009
Job Business Strategist at The Disruptive Strategy Co.
Industry Professional Training & Coaching
Experience
The Disruptive Strategy Co.   March 2014 - Present
Financially Digital   September 2009 - June 2013
Springfield College  August 2012 - Present
American International College  August 2012 - Present
Bay Path College  2009 - Present
Sal's Bakery and Cafe   2011 - 2011
BrunoFox Group   June 2013 - March 2014
Executive Forums Magazine   2010 - 2010
Family Wealth Architects LLC   February 2009 - August 2009
First Investors Corporation   May 2007 - February 2009

Skills
Strategic Financial..., Customer Service, Social Media Strategist, Tax Efficiency, Public Speaking, Financial Analysis, Social Media, Investments, Marketing, Strategic Planning, Marketing Strategy, Mutual Funds, Social Media Marketing, Fundraising, Leadership, Entrepreneurship, Coaching, Leadership Development, Public Relations, Teaching, Microsoft Excel, Blogging, Business Development, Business Planning, Management Consulting, Nonprofits, Program Management, Research, Strategy, Sales, Project Planning, Finance, Data Analysis, Small Business, Social Networking, Analysis, Training, Market Research, Operations Management, Management, Consulting, Team Building, Business Strategy, Organizational..., Higher Education, Event Planning

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2006 — 2007
MSFP, Financial Planning

Bentley University   2002 — 2006
Bachelors, Economics/Finance

Christopher Friot II Christopher Friot II Greater Boston Area Details
Christopher Friot II's First Investors Corporation Experience May 2010 - January 2011
Job Inside Sales Executive at Wyless
Industry Accounting
Experience
Wyless  April 2015 - Present
Deloitte  October 2012 - January 2015
Dolce Friot, LLC   January 2012 - October 2012
Mercury Computer Systems  May 2011 - September 2011
Kimball Farm  April 2005 - May 2011
First Investors Corporation   May 2010 - January 2011

Skills
Accounting, Microsoft Excel, Time Management, Finance, Leadership, PowerPoint, Financial Analysis, Strategy, Customer Service, Outlook, Teamwork, Analysis, Budgets, Training, Investments, Human Resources, Entrepreneurship, IOT

Education
Merrimack College   2008 — 2012
Accounting, Finance, Economics, Marketing

Bond University   2011 — 2011
Finance

Joseph Galaviz Joseph Galaviz Alvin, Texas Details
Joseph Galaviz's First Investors Corporation Experience October 2011 - Present
Job Sales Assistant at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation   October 2011 - Present
Moody National Bank  July 2005 - October 2011

Education
Alvin Community College   2009 — 2012
Associates Degree, Sociology

Kris Beaulieu, CFP® Kris Beaulieu, CFP® Dallas/Fort Worth Area Details
Kris Beaulieu, CFP®'s First Investors Corporation Experience December 2001 - October 2004
Job Investment Advisor at Clarity Financial Group
Industry Financial Services
Experience
Clarity Financial Group   2004 - Present
First Investors Corporation   December 2001 - October 2004

Skills
IRAs, Strategic Financial..., Finance, Financial Advisory, 401k Rollovers, Asset Allocation, Securities, Long Term Care Insurance, Life Insurance, Investments, Mutual Funds, Retirement Planning, Series 63, Series 7, FINRA, Financial Planning

Education
The University of Texas at Austin - Red McCombs School of Business   1995 — 2000
BBA, Finance

Boston University   2013 — 2014
Certificate in Financial Planning, Financial Planning and Services

Daniel Zaloudek Daniel Zaloudek Downers Grove, Illinois Details
Daniel Zaloudek's First Investors Corporation Experience February 2009 - June 2009
Job Operations Associate at Essen Nutrition Corporation
Industry Financial Services
Experience
Essen Nutrition Corporation   February 2011 - Present
Great Lakes Financial Partners   August 2009 - December 2009
First Investors Corporation   February 2009 - June 2009
Edward Jones  February 2008 - October 2008

Skills
Risk Management, Mutual Funds, Retirement Planning, Sales, Customer Service, Microsoft Excel, Investments, Budgets, Stocks, Securities

Education
American InterContinental University   2013 — 2015
Bachelor's Degree, Finance, General

College of DuPage   2004 — 2006
Management

Downers Grove North High School   1991 — 1995

Colleen McGuire Colleen McGuire Greater New York City Area Details
Colleen McGuire's First Investors Corporation Experience July 2011 - April 2015
Job Compliance Examiner at First Investors Corporation
Industry Financial Services
Experience
Foresters Financial Services (formerly First Investors Corporation)   April 2015 - Present
First Investors Corporation   July 2011 - April 2015
First Investors Corporation   June 2010 - July 2011
The Hartman Group  August 2009 - December 2009
Albright College  August 2008 - May 2009

Skills
PowerPoint, Customer Service, Facebook, Microsoft Excel, Data Entry, Social Media, Microsoft Word, FINRA, Blogging, Social Networking, Windows XP, Time Management, OS X, Press Releases, Twitter, Internet, Mac OS X, Financial Services, Microsoft Office

Education
Albright College   2005 — 2009
Bachelor of Arts (BA), Theatre and Psychology

Manish Nayak Manish Nayak Greater Chicago Area Details
Manish Nayak's First Investors Corporation Experience October 2011 - March 2012
Job Collateralized Debt Obligations Portfolio Administrator at U.S. Bank
Industry Banking
Experience
U.S. Bank   June 2014 - Present
Arthur J. Gallagher & Co.   November 2013 - May 2014
Goodpack Limited   June 2013 - September 2013
Sony DADC  May 2013 - June 2013
Saiman Inc.   April 2012 - January 2013
First Investors Corporation   October 2011 - March 2012
Multivision-Inc  June 2010 - October 2011
The Sports Authority  July 2007 - August 2008

Skills
Accounting, Management, Microsoft Office, Business Strategy, SAP, Data Analysis, Team Leadership, Event Management, Finance, Financial Reporting, Communication Skills

Education
Benedictine University   2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance

Waubonsie Valley High School
High School Diploma

John Spendley Jr. John Spendley Jr. Miami/Fort Lauderdale Area Details
John Spendley Jr.'s First Investors Corporation Experience February 2014 - May 2014
Job Kitchen Manager at HomeGrown Industries of Ga, Inc. dba Mellow Mushroom
Industry Food & Beverages
Experience
Mellow Mushroom  May 2015 - Present
Mellow Mushroom  August 2010 - Present
First Investors Corporation   February 2014 - May 2014
United States Department of Defense  May 2009 - August 2009
Oh!Bryan's Family Steakhouse   May 2006 - April 2009

Skills
Financial Services, Strategic Financial..., Financial Advisory, Licensed Life & Health..., Financial Analysis, Financial Reporting, Financial Risk, Financial Modeling, Cross-functional Team..., Public Speaking, Critical Thinking, Analytical Skills, Organizational..., Time Management, Public Relations, Economics, Reliability, Customer Satisfaction, Strategic Planning, Building Relationships, Team Leadership, Follow Through, Microsoft Office, Microsoft Works, Microsoft Windows OS, Mac OS, Java, C++ Language, HTML, Internet Explorer, Google Chrome, Mozilla, Apple Safari, Opera, Financial Planning

Education
Auburn University at Montgomery   2008 — 2013
Bachelor of Arts (B.A.), Economics (Minor - Finance), GPA: 3.15

Auburn University   2009 — 2013
N/A, Economics

Michael Morelli Michael Morelli Springfield, Massachusetts Details
Michael Morelli's First Investors Corporation Experience August 2005 - August 2008
Job Change Agent Consultant at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group  July 2014 - Present
RBS Citizens Group  August 2012 - July 2014
RBS Citizens Group  October 2011 - September 2012
Citizens Bank  November 2010 - October 2011
Citizens Bank  October 2009 - November 2010
Sovereign Bank  September 2008 - June 2009
First Investors Corporation   August 2005 - August 2008

Skills
Stakeholder Management, Management, Customer Service, Process Leadership, Performance Leadership, Problem Solving..., Purpose Leadership, Partnering Leadership, People Leadership, Employee Engagement, Process Improvement, High Performance Teams, Organization &..., Colleague Development, Value Stream Mapping, Standardization, Root Cause Problem..., Key Performance..., Voice of the Customer..., People Management, Customer Relations, MS Project, Microsoft Office, People Development, Organizational Structure, Peformance Dialogue, Leadership, Business Analysis, Lean Transformation, Banking, Project Management, Analysis, Change Management, Business Process..., Financial Services, Program Management, Risk Management, Vendor Management

Education
Quinnipiac University - School of Business   2015 — 2017
Master of Business Administration (M.B.A.), Supply Chain Management

Boston University   2010 — 2012
Graduate Certificate, Project Management

The University of Connecticut   2001 — 2005
B.S., Economics, Political Science

Stephanie Bassan Stephanie Bassan Greater New York City Area Details
Stephanie Bassan's First Investors Corporation Experience June 2011 - August 2011
Job Human Resources Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2013 - Present
Avis Budget Group  May 2012 - August 2012
Binghamton University  January 2012 - May 2012
First Investors Corporation   June 2011 - August 2011

Skills
PowerPoint, Microsoft Office, Outlook, Social Networking, Microsoft Word, Microsoft Excel, Leadership Development, Teamwork, Word, Excel, Fundraising, Mac, Workday, Oracle, Taleo, Siebel, Human Resources, PeopleSoft, HRIS, Visio

Education
SUNY Binghamton   2009 — 2013
Bachelors, Human Development

The Frisch School   2005 — 2009
High School Diploma

Patrick Luckart Patrick Luckart Greater New York City Area Details
Patrick Luckart's First Investors Corporation Experience March 1993 - December 2010
Job Associate Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James  December 2010 - Present
First Investors Corporation   March 1993 - December 2010

Skills
Wealth Management..., 403 b, College Savings Plans, 529 Plans, Rollovers, Retirement, Series 7, Series 63, Series 65, 401k Rollovers

Education
Assumption College   1987 — 1991
BA

JBHS

James Willard James Willard Greene, New York Details
James Willard's First Investors Corporation Experience September 1983 - August 2006
Job Director at The Impact Project
Industry Nonprofit Organization Management
Experience
The Impact Project  April 2004 - Present
The Bayridge Group   September 2006 - January 2010
First Investors Corporation   September 1983 - August 2006

Skills
Non-profits, Public Speaking, Leadership, Management, Social Media, Strategic Planning, Community Outreach, Nonprofits, Event Planning, Budgets, Fundraising, Program Management, Microsoft Office, Microsoft Word

Education
Broome Community College   1981 — 1983
AAS, Accounting & Banking

Emily Hetel Emily Hetel Greater Boston Area Details
Emily Hetel's First Investors Corporation Experience May 2010 - August 2010
Job Service Agent at The Hanover Insurance Group
Industry Financial Services
Experience
The Hanover Insurance Group  September 2012 - Present
Sterling Jewelers  June 2007 - September 2012
First Investors Corporation   May 2010 - August 2010

Skills
Microsoft Office, Matlab, R, Customer Service, Commercial Insurance

Education
Clark University   2009 — 2010
Master of Science, Finance

Assumption College   2004 — 2008
Bachelor of Arts, Economics, Marketing

Donald Nemeth Jr Donald Nemeth Jr Greater New York City Area Details
Donald Nemeth Jr's First Investors Corporation Experience July 2005 - May 2012
Job Investment Advisor Rep at Legend Advisory Corporation
Industry Financial Services
Experience
Legend Advisory Corporation  May 2012 - Present
First Investors Corporation   July 2005 - May 2012

Education
Bryant University   2001 — 2005
BSBA, Finance. Legal Studies

Charles K. Miller Charles K. Miller Miami/Fort Lauderdale Area Details
Charles K. Miller's First Investors Corporation Experience April 1986 - November 1989
Job Head of U.S. Private Banking, Senior Vice President, Aventura, Florida at IDB Bank
Industry Investment Management
Experience
IDB Bank  September 2010 - Present
Bank of America - Merrill Lynch Wealth Management  January 2010 - September 2010
Bank of America Private Wealth Management - U.S. Trust   October 2006 - January 2009
Regions, Morgan Keegan Private Bank   June 2004 - October 2006
Wachovia Securities  February 2003 - June 2004
Citibank / Citicorp Investment Services   March 1994 - February 2003
Citizens Federal Bank  November 1989 - March 1994
First Investors Corporation   April 1986 - November 1989

Skills
High Net Worth..., Alternative Investments, Wealth Management, Private Banking, Retirement Planning, Loans, Securities, Wealth, Series 7, Portfolio Management, Investments, Financial Services, Banking, Risk Management, Investment Management, Mortgage Lending, Estate Planning, Finance, Asset Management, Asset Allocation, Fixed Income, Insurance, Equities

Education
Barry University   1994 — 1996
Bachelor's Degree, Finance / Professional Studies

Guillaume Tarralle Guillaume Tarralle Washington D.C. Metro Area Details
Guillaume Tarralle's First Investors Corporation Experience December 2006 - November 2008
Job Director of Operations at Property Preview
Industry Consumer Services
Experience
Property Preview   June 2012 - Present
M3 Massage   April 2009 - Present
First Investors Corporation   December 2006 - November 2008

Skills
Management, Daily Operations, Customer Service, Financial Analysis, Microsoft Office, Business Strategy, Sales Management, Business Planning, Finance, Business Development, Entrepreneurship, Marketing Strategy, Marketing, Strategic Planning, Sales, Leadership, Social Media

Education
American University   2000 — 2004
International Service, European Union

Lauren Krauss Lauren Krauss Greater New York City Area Details
Lauren Krauss's First Investors Corporation Experience July 2006 - September 2006
Job Project Manager at AXA
Industry Financial Services
Experience
AXA  August 2013 - Present
AXA Equitable  June 2007 - July 2013
AXA Equitable  November 2006 - June 2007
First Investors Corporation   July 2006 - September 2006

Skills
Call Centers, Mutual Funds, Insurance, Customer Service, Financial Services, Outlook, Microsoft Excel, Lotus Notes, Access, Process Improvement, Microsoft Office, Investments, Customer Satisfaction, Microsoft Word, PowerPoint, Vendor Management, Series 63

Education
State University of New York at Binghamton   2002 — 2006
Bachelor of Science, Financial Economics

Scott Cheng Scott Cheng Greater Chicago Area Details
Scott Cheng's First Investors Corporation Experience February 2009 - May 2010
Job Partner at Merry Richards Jewelers
Industry Retail
Experience
Merry Richard Jewelers   August 2011 - Present
CT Business Solutions   2010 - 2011
First Investors Corporation   February 2009 - May 2010
First Investors Financial Services  May 2008 - July 2008

Skills
Sales, Cold Calling, Investments, Online Advertising, Sourcing, Watches, Diamonds, Sales Support

Education
Bellarmine University   2004 — 2008
BA, Economics and Business Admin

Fudan University   2007 — 2007

Matthew Eman Matthew Eman Greater Los Angeles Area Details
Matthew Eman's First Investors Corporation Experience July 2014 - May 2015
Job Financial Services Representative
Industry Financial Services
Experience
First Investors Corporation   July 2014 - May 2015
EquipRent.com   September 2013 - December 2013
EquipRent.com   April 2013 - September 2013
Northwestern Mutual  January 2013 - March 2013
Common Culture Clothing   January 2012 - December 2012

Skills
Investments, Sales, Microsoft Office, Mutual Funds, Microsoft Excel, Wealth Accumulation, Retirement Planning, Finance, Analysis, Strategic Financial..., Accounting, QuickBooks, Financial Planning, Fixed Annuities

Education
Arizona State University   2010 — 2014
Bachelor of Science (B.S.), Finance

Crescenta Valley high School   2006 — 2010

David Mailloux, AIF David Mailloux, AIF Portsmouth, Rhode Island Details
David Mailloux, AIF's First Investors Corporation Experience June 1986 - June 1996
Job Owner at Wealthcare Investment Partners
Industry Financial Services
Experience
LPL Financial  June 1986 - Present
Wealthcare Investment Partners   1986 - Present
First Investors Corporation   June 1986 - June 1996

Skills
Wealth Management, Investments, Insurance, Retirement Planning, Financial Planning

Education
Providence College   1982 — 1986
BS, Finance

Bryant University   2004 — 2007
CFP Training Program, CFP Traning Program, Completed

Daniel Moran, CFP® Daniel Moran, CFP® Greater Boston Area Details
Daniel Moran, CFP®'s First Investors Corporation Experience September 2002 - July 2007
Job Financial Advisor at Flagship Harbor Advisors
Industry Financial Services
Experience
Flagship Harbor Advisors   November 2013 - Present
UBS Financial Services Inc  September 2007 - November 2013
First Investors Corporation   September 2002 - July 2007
Ultimate Parking LLC  May 1999 - July 2007

Skills
Mutual Funds, Series 7, Estate Planning, Fixed Income, Series 63, Retirement, Retirement Planning, Portfolio Management, Strategic Financial..., Fixed Annuities, Equities

Education
Boston College   1998 — 2002
BS, Business

Boston Latin School   1992 — 1998

Meghan Ludin Meghan Ludin Davenport, Iowa Area Details
Meghan Ludin's First Investors Corporation Experience May 2007 - March 2008
Job Sales Representative at KONE Spares
Industry Mechanical or Industrial Engineering
Experience
KONE Americas  December 2014 - Present
Guardian Industries  June 2010 - January 2015
Wells Fargo Financial  March 2008 - June 2010
First Investors Corporation   May 2007 - March 2008

Skills
Process Improvement, Inventory Management, Account Management, Lean Manufacturing, Leadership, Continuous Improvement, Sales, Microsoft Office, Strategic Planning, Customer Service, Manufacturing, Negotiation, Logistics, Coaching, Cold Calling, Purchasing, Supply Chain Management, Cross-functional Team..., Team Building, Sales Management, Procurement

Education
Augustana College   2004 — 2007
Bachelors Degree, English, Psychology

Carly Riley Carly Riley Phoenix, Arizona Area Details
Carly Riley's First Investors Corporation Experience September 2008 - November 2011
Job Experienced Senior Sales Representative
Industry Financial Services
Experience
First Investors Corporation   September 2008 - November 2011

Education
Arizona State University

Peter Morton Coan Peter Morton Coan New York, New York Details
Peter Morton Coan's First Investors Corporation Experience January 2012 - Present
Job Senior Financial Writer, First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation   January 2012 - Present
Global Financial Services Companies   2008 - January 2012
TD Ameritrade  2006 - 2008
TD Waterhouse  2004 - 2006
JP Morgan Asset Management  1998 - 2004
Citigroup  1997 - 1998
Sports Marketing International   1991 - 1997
World Tennis Magazine   1987 - 1991
Boating Industry Magazine   1982 - 1987

Skills
Corporate Communications, Strategic Communications, Internal Communications, Social Media, Crisis Communications, Public Relations, Marketing Communications, Content Strategy, Speech Writing, Content Development, Financial Services, Communication Training, Copywriting, Integrated Marketing, Advertising, Direct Marketing, Editing, Newsletters, Publications, Magazines, Storytelling, Editorial, Feature Articles

Education
Boston University   1979 — 1981
Masters, Broadcast Journalism

State University of New York at Buffalo   1975 — 1979
BA, English (Honors) and Psychology

Timothy Chan, MBA Timothy Chan, MBA Hartford, Connecticut Area Details
Timothy Chan, MBA's First Investors Corporation Experience February 2008 - June 2009
Job
Industry Aviation & Aerospace
Experience
Pratt & Whitney  December 2013 - Present
CDI Corporation  September 2012 - December 2013
Pratt & Whitney  September 2011 - September 2012
Robert Half Finance & Accounting  December 2010 - June 2011
Verizon Wireless  July 2009 - December 2010
First Investors Corporation   February 2008 - June 2009

Skills
Cross-functional Team..., Program Management, Analysis, Forecasting, Strategy, Finance, Investments, Portfolio Management, Insurance, Employee Benefits, Variance Analysis, Sales, PowerPoint, Market Analysis, Mutual Funds, Microsoft Office, PeopleSoft, Strategic Financial..., Data Analysis, Customer Service

Education
American InterContinental University   2009 — 2010
Masters of Business Administration, Finance

The University of Connecticut
Bachelor of Arts, General Studies with Concentration in Business

East Hartford High School

Jared Shaffer Jared Shaffer Greater Los Angeles Area Details
Jared Shaffer's First Investors Corporation Experience June 2014 - Present
Job Financial Services Representative
Industry Financial Services
Experience
First Investors Corporation   June 2014 - Present

Skills
Mutual Funds, Securities, Investments, Strategic Financial..., Equities, Portfolio Management, Risk Management, Financial Analysis, Finance, Series 63, Retirement Planning, Retirement, Wealth Management, Fixed Annuities, Series 6

Education
California State University-Long Beach   2012 — 2014
Bachelor of Arts (B.A.), Economics

Fullerton College   2009 — 2012
G.E.

Christopher Benchik Christopher Benchik Long Island City, New York Details
Christopher Benchik's First Investors Corporation Experience January 2008 - May 2008
Job Vice President Private Client Advisor at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A.   March 2011 - Present
JPMorgan Chase  September 2009 - March 2011
Commerce One Financial  May 2009 - August 2009
First Investors Corporation   January 2008 - May 2008
Adam+Eve   October 2007 - January 2008
CIT  June 2007 - October 2007
cambridge life agency inc   January 2005 - September 2005

Education
Baruch College   2005 — 2008
Bachelor of Business Administration (BBA), Finance

Kurt Shafer, CPA Kurt Shafer, CPA Greater Boston Area Details
Kurt Shafer, CPA's First Investors Corporation Experience May 2008 - August 2008
Job Senior Assurance Associate at PricewaterhouseCoopers specializing in Alternative and Traditional Asset Management
Industry Accounting
Experience
PricewaterhouseCoopers  August 2010 - Present
PricewaterhouseCoopers  June 2009 - August 2009
Babson College  August 2006 - December 2008
First Investors Corporation   May 2008 - August 2008
E.F. Alvarez & Co.   2007 - 2007

Skills
Auditing, Internal Controls, Accounting, Private Equity, Financial Reporting, Investments, Assurance, Asset Management, Mergers & Acquisitions, CPA, Analysis, Financial Accounting, Financial Analysis, Financial Statements, External Audit, SEC filings, Valuation, Sarbanes-Oxley Act, US GAAP, Hedge Funds, Alternative Investments, Corporate Finance, GAAP, Financial Modeling

Education
Babson College - Franklin W. Olin Graduate School of Business   2010 — 2010
Master of Science, Accounting

Babson College   2006 — 2010
BS, Business Management, Accounting

Jean Marsella Jean Marsella Smithfield, Rhode Island Details
Jean Marsella's First Investors Corporation Experience June 1993 - September 1994
Job Sr. Credit Risk Manager at Citizens Bank
Industry Banking
Experience
Citizens Bank  January 2013 - Present
Citizens Bank  June 2009 - January 2013
Citizens Bank  January 2004 - June 2009
Citizens Bank  September 1999 - January 2004
Citizens Bank  September 1998 - September 1999
Home Loan and Investment Bank  1994 - 1998
First Investors Corporation   June 1993 - September 1994

Skills
Risk Management, Credit Risk, Financial Analysis, Financial Risk, Credit Analysis, Portfolio Management, Commercial Lending, Banking, Loans, ALM, Analysis, Basel II, Consumer Lending, Credit, Treasury Management

Education
Bryant University
BS with a concentration in Finance

Providence College
MBA

Lucille Iovino Lucille Iovino United States Details
Lucille Iovino's First Investors Corporation Experience December 2013 - Present
Job Paralegal at First Investors Corporation
Industry
Experience
First Investors Corporation   December 2013 - Present
First Investors  2014 - 2015
First Investors  2014 - 2015
First Investors  2014 - 2015
MetLife  2009 - September 2013
Pall Corporation  2008 - 2009
Del Laboratories  1996 - 2001
Del Laboratories  1996 - 2001
Del Laboratories  1996 - 2001

Skills
Insurance, Marketing, Team Building, Mergers & Acquisitions, Outlook, Negotiation, Contract Negotiation, Recruiting, Strategic Planning, Management

Education
Adelphi University   1987 — 1989
Certificate, General Practice Law

Trisha Fankhauser Trisha Fankhauser Greater Seattle Area Details
Trisha Fankhauser's First Investors Corporation Experience August 2009 - November 2009
Job
Industry Primary/Secondary Education
Experience
Everett Public Schools  June 2015 - Present
Seattle Public Schools  September 2014 - June 2015
Junior Achievement of Washington  September 2011 - September 2013
Renton Technical College  October 2010 - October 2011
Sylvan Learning Center  February 2010 - October 2011
First Investors Corporation   August 2009 - November 2009
Foster High School  August 2008 - June 2009
Skyhawks Sports Academy  June 2001 - June 2009
Whatcom Middle School   August 2006 - November 2007

Skills
Statistical Computing, Statistics, Applied Mathematics, Mathematics Education, Excel, Microsoft Office, VBA, JavaScript, Financial Planning, Personal Finance, Teaching, Teaching Adults, College Teaching, Teamwork, Team Management, Team Coordination, Microsoft Excel, Tutoring, Program Management, Time Management, Data Analysis, Program Development, Coaching, K-12, Nonprofits

Education
Western Washington University   2003 — 2008
B.S, Mathematics; Statistics; Computer Science

City University of Seattle   2013 — 2014
Teaching Certificate, Mathematics Teacher Education

Bellevue Community College   2010 — 2011
Computer Science

Woodinville   1999 — 2003

Tiana Duvauchelle Tiana Duvauchelle Benicia, California Details
Tiana Duvauchelle's First Investors Corporation Experience July 2009 - July 2010
Job Owner at The Benicia Yoga House
Industry Health, Wellness and Fitness
Experience
The Benicia Yoga House   July 2012 - Present
First Investors Corporation   July 2009 - July 2010
Leagan Realty LLC   July 2006 - July 2010

Education
Arizona State University West   2005 — 2009
BS, Global Business Financial Management

Judy English Judy English Greater New York City Area Details
Judy English's First Investors Corporation Experience June 2001 - February 2004
Job Mandarin Chinese Teacher at OrangeUlster BOCES
Industry Education Management
Experience
Orange-Ulster BOCES  September 2012 - Present
Lango Bergen LLC   January 2011 - September 2012
Freelance  November 2010 - September 2012
Julian Advisory Group   January 2011 - December 2011
China Market Strategy   July 2011 - October 2011
Hold Brothers On-Line Investment Services, LLC  February 2010 - October 2010
Roster Financial Services, LLC   October 2007 - November 2009
Roster Financial  January 2007 - June 2007
Signature Financial Services, LLC   May 2005 - December 2006
First Investors Corporation   June 2001 - February 2004

Skills
Marketing, Microsoft Office, Management, Recruiting

Education
Columbia University Teachers College   2011 — 2012
Certificate Program, TCSOL

LaSalle University   2004 — 2006
MBA, Marketing

Bucknell University   1997 — 2001
BA, Sociology

Jonathan Jetter Jonathan Jetter Tyler, Texas Details
Jonathan Jetter's First Investors Corporation Experience June 2001 - May 2008
Job CERTIFIED FINANCIAL PLANNER™
Industry Investment Management
Experience
First National Bank of Gilmer Investment Center   October 2011 - Present
Jetter Financial Group; Signal Securities, Inc.   May 2008 - Present
First Investors Corporation   June 2001 - May 2008

Education
Baylor University - Hankamer School of Business   1997 — 2001
BBA, Financial Services and Planning, Entrepreneurship

Clifford Dube' Clifford Dube' Greater Pittsburgh Area Details
Clifford Dube''s First Investors Corporation Experience January 1982 - June 1987
Job RETIREMENT INCOME SPECIALIST CHARTERED RETIREMENT PLANNING COUNSELORsm CRPC® CERTIFIED in LONGTERM CARE CLTC
Industry Financial Services
Experience
Janney Montgomery Scott  August 1996 - Present
Penn Capital Financial Services   September 1993 - September 1995
Hackett Associates   June 1987 - September 1993
First Investors Corporation   January 1982 - June 1987
Chateau-Gai Wines Ltd   August 1973 - August 1981
United States Marine Corps  June 1971 - June 1973

Skills
Retirement Planning, Strategic Financial..., Retirement, Fixed Annuities, Long-term Care, Series 7, Wealth Management, Investment Advisory, Strategic Planning, Mutual Funds, Series 6, Credit, Securities, Investment Strategies, Equities, Insurance, Investments, ETFs, Financial Analysis, IRAs, Personal Finance, Finance, Asset Management, Financial Advisory, Investment Management, 401k, Banking, Estate Planning, Financial Services, Portfolio Management, Fixed Income, Life Insurance, Asset Allocation, Risk Management, Management, Alternative Investments, Public Speaking, Leadership, Team Building

Education
Brock University   1975 — 1977
Labor Relations Programs

Nick N. Kamenoff Nick N. Kamenoff Greater New York City Area Details
Nick N. Kamenoff's First Investors Corporation Experience May 2002 - September 2003
Job MBA, BUSINESS ANALYST
Industry Financial Services
Experience
Morgan Stanley  August 2014 - Present
UBS Investment Bank  February 2014 - August 2014
Citi  May 2013 - December 2013
BARCLAYS CAPITAL INC.  June 2012 - May 2013
LAMCO LLC  March 2009 - July 2011
BARCLAYS CAPITAL INC.  September 2008 - March 2009
LEHMAN BROTHERS  September 2005 - September 2008
OMEGA EMS BROKERAGE   January 2004 - September 2005
FIRST INVESTORS CORPORATION   May 2002 - September 2003
MORGAN STANLEY SMITH BARNEY  September 2000 - September 2001

Skills
Excel, PowerPoint, Word, Access, Bloomberg, ADP, ICE, ICAP, ASAP, HTML, DTC, Calypso, Quickbooks, Turbo Tax, Windows, Derivatives, Commodities, Options, Middle Office, Swaps, Fixed Income, Reconciliation, Oil&Gas, Forwards, 529 Plans, IRA's, Term Life Insurance, Whole Life, Mutual Funds, Annuities, Operations, SmartTicket, Spanish, Bulgarian, Hebrew

Education
Baruch College, Zicklin School of Business
Master of Business Administration, Concentration in Finance

Baruch College
Bachelor of Business Administration, Major: Finance and Investments; Minor: Computer Science

Monmouth University
Associate in Science, Finance

Brooklyn Technical High School
High School Diploma, Bio-Med Major

Chad Dunny Chad Dunny Phoenix, Arizona Area Details
Chad Dunny's First Investors Corporation Experience March 2011 - October 2011
Job Co Owner of Closet & Storage Concepts
Industry Furniture
Experience
Closet & Storage Concepts  January 2015 - Present
University of Phoenix  November 2011 - Present
First Investors Corporation   March 2011 - October 2011
Tilted Kilt Pub & Eatery  August 2008 - July 2011
Honeywell Aerospace  May 2007 - August 2008
Specialty Roofing   May 2003 - February 2007

Skills
Management, Six Sigma, Analysis, Training, Finance, Interviews

Education
Western International University   2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.75

Arizona State University, W. P. Carey School of Business   2008 — 2010
Bachelors, Business Management

Steven Corey Steven Corey Phoenix, Arizona Area Details
Steven Corey's First Investors Corporation Experience March 2014 - April 2015
Job Graduate Candidate at Thunderbird School of Global Management
Industry Financial Services
Experience
First Investors Corporation   March 2014 - April 2015
NYSE Governance Services, Corpedia  June 2013 - October 2013
GannettLocal  December 2012 - March 2013

Skills
Social Media, Online Advertising, Digital Marketing, Digital Media, Reputation Management, Manage Client..., Salesforce.com, Microsoft Excel, Marketing, Editing, Customer Service, CRM

Education
Thunderbird School of Global Management   2015 — 2017
Global Management

Walter Cronkite School of Journalism Arizona State University   2010 — 2013
B.A, Business Journalism

Arizona State University   2008 — 2013
Business Journalism, Broadcast Journalism

Phoenix Country Day School   2004 — 2008

Saran Sachdev Saran Sachdev United States Details
Saran Sachdev's First Investors Corporation Experience September 2009 - January 2010
Job Exclusive Brand Manager at Quality Distributors
Industry Accounting
Experience
Century 21 Commonwealth Realty, Guam   November 2012 - Present
Quality Distributors   March 2013 - February 2014
Quality Distributors   September 2012 - March 2013
Noble Americas Energy Solutions, LLC  October 2011 - April 2012
Galaxie Defense Marketing Services   June 2011 - September 2011
Sony Electronics  January 2011 - April 2011
CCFG Inc   March 2010 - November 2010
First Investors Corporation   September 2009 - January 2010
USD  September 2009 - November 2009

Skills
Data Analysis, Accounting, Real Estate, Excel, Accounts Payable, Accounts Receivable, Microsoft Excel, Auditing, Invoicing, PowerPoint, Outlook, Microsoft Word, Microsoft Office, SAP, Data Entry, QuickBooks, Brand Management, Brand Development, Inventory Management, Food & Beverage, Forecasting, Sales, Marketing, Customer Service, Pricing, Negotiation, Account Management, Time Management, Leadership, Budgets

Education
Aston University   2014 — 2015
Master's degree, Logistics, Materials, and Supply Chain Management

University of San Diego   2007 — 2010
Bachelor, Business Administration; Finance

Hong Kong Baptist University

Greg Wareham NMLSR# 413856 Greg Wareham NMLSR# 413856 Greater New York City Area Details
Greg Wareham NMLSR# 413856's First Investors Corporation Experience 1996 - 1996
Job Manager at Stonegate Mortgage Corporation (NYSE: SGM)
Industry Banking
Experience
Stonegate Mortgage Corporation (NYSE: SGM)   December 2014 - Present
Wells Fargo Home Mortgage  October 2001 - November 2014
Chase Home Finance  March 2007 - March 2008
Champion Mortgage  1998 - 2001
First Investors Corporation   1996 - 1996

Skills
Mortgage Lending, Loan Origination, USDA, Refinance, Wealth Management, Financial Services, Sales, Mortgage Banking, FHA, Banking, FHA financing, Loans, Credit, Residential Mortgages, Consumer Lending, Retail Banking, Investment Properties, Small Business Lending, Reverse Mortgages

Education
Bridgewater State University   1990 — 1994

Paul Gwiazdowski Paul Gwiazdowski Branford, Connecticut Details
Paul Gwiazdowski's First Investors Corporation Experience June 2007 - August 2007
Job Universal Banker at Webster Bank
Industry Banking
Experience
Webster Bank  March 2001 - Present
Webster Bank  April 2013 - October 2014
Webster Bank  March 2010 - April 2013
First Investors Corporation   June 2007 - August 2007

Skills
Retail Banking, Customer Service, Supervisory Skills, Sales, NMLS Licensed, Cross Selling, Consumer Lending, Financial Risk, Financial Analysis, Branch Banking, Credit Cards, Deposits, Account Management, Coaching, Risk Management, Bank Secrecy Act, Anti Money Laundering, Finance, Teller Operations, Loans, Training, Banking, International Economics, Product Marketing, Microsoft Office, Lines Of Credit, Cash Management, Commercial Lending, Credit Analysis, Leadership, Mortgage Lending, Credit, Small Business Lending, Payments, Investments, Mortgage Banking, Refinance, Portfolio Management, Loan Origination, Credit Risk, Relationship Management

Education
Southern Connecticut State University   2012 — 2015
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law, 3.7

Assumption College   2005 — 2009
Bachelor's degree, Economics with Business Concentration, 3.1

Mallory Dinis Mallory Dinis Pleasanton, California Details
Mallory Dinis's First Investors Corporation Experience June 2010 - July 2011
Job Vice President Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store  September 2011 - Present
First Investors Corporation   June 2010 - July 2011

Skills
Strategic Financial..., Time Management, Training, Customer Service, Sales, CRM, Retirement Planning, Manage Client..., Client Retention..., Retirement Income..., Compliance Monitoring, Asset Allocation, Mutual Funds, Team Leadership

Education
California Polytechnic State University-San Luis Obispo   2006 — 2010
Bachelor’s Degree, Business Administration and Management, General

Neal Reclus Neal Reclus San Francisco Bay Area Details
Neal Reclus's First Investors Corporation Experience November 2011 - June 2013
Job Investment Analyst
Industry Financial Services
Experience
Compliance Regulated   July 2013 - Present
First Investors Corporation   November 2011 - June 2013

Skills
Investments, Strategic Financial..., Personal Finance, Mutual Funds, Portfolio Management, Financial Analysis, Project Management, Financial Modeling, IRAs, Investment Advisory, Investment Products, Retirement Planning, Wealth Management, Financial Planning, Problem Solving, 401k Rollovers, Fund Analysis, Financial Risk, Trading

Education
Saint Mary's College of California   2013 — 2014
Master of Science (M.S.), Financial Analysis & Investment Management, 3.6 GPA

California State University-Chico   2007 — 2011
Bachelor of Science (B.S.), Entrepreneurship & Small Business Management

Lisa R. Griffin, CFP®, MSFP Lisa R. Griffin, CFP®, MSFP Rochester, New York Details
Lisa R. Griffin, CFP®, MSFP's First Investors Corporation Experience 2007 - 2009
Job MetLife Premier Client Group of Upstate NY
Industry Financial Services
Experience
MetLife Premier Client Group of Upstate New York, an office of MetLife  2014 - Present
JP Morgan Securities  2011 - 2014
Joyal Capital Management  2010 - 2011
Liberty Mutual Insurance  2009 - 2010
First Investors Corporation   2007 - 2009

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2006 — 2007
Master of Science, Financial Planning

Saint Bonaventure University   2003 — 2006
Bachelor or Business Administration, Finance

Charmaine Green Charmaine Green Rohnert Park, California Details
Charmaine Green's First Investors Corporation Experience January 2006 - July 2006
Job Freelance Medical Communications Writer at Rosemont Media
Industry Pharmaceuticals
Experience
Rosemont Media  May 2014 - Present
Charmainegreen.com   January 2008 - April 2015
Covance  December 2008 - June 2012
Xerox Services  January 2008 - December 2008
First Investors Corporation   January 2006 - July 2006

Skills
Biotechnology, Biochemistry, Research, Medical Writing, Lifesciences, Clinical Development, Pharmaceutical Industry, Technical Writing, New Business..., Molecular Biology, Cell Culture, Strategy, Cell Biology, Clinical Trials, Entrepreneurship, Product Management, Product Marketing, Start-ups, FDA, Oncology, Writing, Healthcare, Infectious Diseases, Life Sciences

Education
University of California, San Diego   2011 — 2013
Certificate, Drug Discovery and Development, 3.7

California State University-Chico   2001 — 2005
Bachelor of Science (B.S.), Small Business Management and Entrepreneurship, 3.4

Stephanie L. Kos Stephanie L. Kos Greater Boston Area Details
Stephanie L. Kos's First Investors Corporation Experience May 2012 - August 2012
Job Human Resources Specialist at Shorelight Education
Industry Human Resources
Experience
Shorelight Education  July 2015 - Present
Shorelight Education  March 2015 - July 2015
Cimpress  August 2014 - March 2015
The Ulman Cancer Fund for Young Adults  June 2014 - August 2014
Vistaprint  August 2013 - May 2014
Sodexo  September 2011 - March 2014
Bentley University  August 2012 - November 2013
Vistaprint  June 2013 - August 2013
First Investors Corporation   May 2012 - August 2012
Massachusetts Interscholastic Athletic Association  July 2011 - July 2011

Skills
Sports, PowerPoint, Word, Excel, Leadership, Social Media, Facebook, Microsoft Office, Outlook, Public Speaking, Time Management, Event Planning, Access, Social Networking, Social Media Marketing, Customer Service, Microsoft Word, Microsoft Excel, Research, Teamwork, Editing, Human Resources, Recruiting, Management

Education
Bentley University   2010 — 2014
Bachelor of Applied Science (BASc), Economics

Bentley University   2010 — 2014
Bachelor of Science (B.S.), Business/Managerial Economics, Human Resources

Sneha Fichtner Sneha Fichtner Seattle, Washington Details
Sneha Fichtner's First Investors Corporation Experience June 2011 - January 2012
Job Recruiting Coordinator at Facebook
Industry Marketing and Advertising
Experience
Facebook  October 2014 - Present
Amazon  March 2014 - October 2014
Microsoft  August 2013 - January 2014
Seattle Met  June 2013 - August 2013
Carley Rae Weddings   January 2012 - January 2013
First Investors Corporation   June 2011 - January 2012
Associated Students of Biola University  April 2010 - May 2011
Vista Verde Guest Ranch  May 2010 - August 2010
Biola University  October 2008 - October 2009

Skills
Event Planning, Event Management, Financial Management, Advertising, Hospitality Management, Entertainment, Fundraising, Marketing, Leadership, Marketing Strategy, Marketing Communications, Public Relations, Social Networking, Research, Training, Customer Service, Time Management, Teamwork, Recruiting

Education
Biola University   2008 — 2012
B.A, Communication Studies

Johnson County Community College   2009 — 2009

Maggie Kosciolek Maggie Kosciolek Greater New York City Area Details
Maggie Kosciolek's First Investors Corporation Experience May 2010 - August 2010
Job Investor Services Associate, Prudential Real Estate Investors
Industry Financial Services
Experience
Pure Barre  February 2015 - Present
Prudential Real Estate Investors  August 2014 - Present
AIG  September 2013 - August 2014
Northwestern Mutual  July 2012 - September 2013
Northwestern Mutual  September 2011 - July 2012
First Investors Corporation   May 2010 - August 2010
Starbucks  March 2006 - February 2010

Skills
Leadership, Insurance, Customer Service, Training, Sales, PowerPoint, Retirement Planning, Management, Strategic Financial..., Finance, Research, Investments, New Business Development, Financial Services, Credit, Underwriting, Networking, Mutual, Database Administration, CRM, Customer Acquisition, Manage Client..., Series 6, Series 63, Mutual Funds, IRAs, Equities, Financial Analysis, Data Analysis, Customer Support, Fixed Annuities, Analysis, Business Development, Life Insurance, Customer Retention, Long-term Care, Sales Operations, Employee Training, Retirement, Securities, Cold Calling, Long Term Care Insurance, Banking, Time Management, Program Management, Building Relationships, Accounting, Marketing Strategy, Term Life Insurance, Account Management

Education
Caldwell University   2012 — 2015
Master's Degree, Business Administration and Management, General, 3.87

Caldwell University   2007 — 2011
Bachelor's Degree, Business Administration and Finance, 3.8

Christopher Nazzaro Christopher Nazzaro Phoenix, Arizona Area Details
Christopher Nazzaro's First Investors Corporation Experience July 2011 - October 2011
Job Team Leader Hosting Support at GoDaddy
Industry Internet
Experience
GoDaddy  May 2013 - Present
Experis IT  November 2011 - May 2013
First Investors Corporation   July 2011 - October 2011

Skills
Business Analysis, Management, SDLC, CRM, Recruiting, Sales, Social Media, Strategic Planning

Education
Arizona State University   2005 — 2011

Erin Wallace Erin Wallace Greater Chicago Area Details
Erin Wallace's First Investors Corporation Experience May 2005 - January 2006
Job HR Business Partner at Enova International
Industry Human Resources
Experience
Enova International  April 2012 - Present
FedEx Ground  October 2006 - April 2012
Staffing Now  January 2006 - October 2006
First Investors Corporation   May 2005 - January 2006

Skills
Performance Management, Deferred Compensation, Employee Relations, Human Resources, Applicant Tracking..., College Recruiting, Employee Benefits, Employment Law, Interviews, Recruiting, Training, Temporary Placement, Personnel Management, Networking, Budgets, Sourcing, Leadership, Management, Succession Planning, Talent Acquisition, Workforce Planning, HRIS, Team Building, Coaching, Talent Management, Technical Recruiting, Benefits Administration, Employee Engagement, Negotiation, Policy, Conflict Resolution, Hiring, Onboarding, Internet Recruiting, Operations Management, New Hire Orientations, Employee Training, Resume Writing, Organizational..., PeopleSoft, Job Fairs, Process Improvement

Education
Northern Illinois University   2001 — 2005
Bachelor of Arts, Corporate Communications

Northern Illinois University   2001 — 2005
Bachelor of Art, Organizational/ Corporate Communications

Benedictine University
Masters of Science, Management and Organizational Behavior

Benedictine University
Master of Science, Management; Organizational Behavior; Organizational Development

Lindsay B. Garvin Lindsay B. Garvin Greater Pittsburgh Area Details
Lindsay B. Garvin's First Investors Corporation Experience April 2008 - June 2008
Job Team Builder, Certified Travel Consultant & Travel Industry Recruiter at Paycation Travel
Industry Internet
Experience
Paycation Travel  October 2013 - Present
Towers Watson  2009 - Present
Clover Hill Foods   2008 - 2009
First Investors Corporation   April 2008 - June 2008

Skills
Coaching, Organizational..., Team Building, Talent Management, Employee Benefits, Payroll, Recruiting, Sales, Organizational..., Data Entry, Employee Relations, Human Resources, Training, Access, Interviews, Leadership, Social Networking, Management, Leadership Development, Employee Training, Time Management, Administration, Teamwork, Public Speaking, Customer Service, Marketing, Social Media

Education
Central Pennsylvania College   2005 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Canon McMillan High School   2001 — 2005
High School Dipolma, General

Western Area Career and Technology Center   2001 — 2005
Business Data Processing Certificate, Microsoft Office and website development

Gianna Padavano Gianna Padavano Greater Boston Area Details
Gianna Padavano's First Investors Corporation Experience 2009 - 2010
Job Senior Business Operations Analyst at EMC
Industry Management Consulting
Experience
EMC  March 2015 - Present
PwC  August 2012 - March 2015
Chitika, Inc.   May 2010 - January 2012
PwC  June 2011 - August 2011
First Investors Corporation   2009 - 2010

Skills
Social Media, Social Media Marketing, Entrepreneurship, Microsoft Excel, Microsoft Office, Web Analytics, PowerPoint, Data Analysis, Analytics, Facebook, Salesforce.com, SEM, HTML, Online Advertising, Business Analysis, Online Marketing

Education
Babson College   2010 — 2012
Bachelor of Science (B.S.), Business Management, Finance

Rhodothea (Rhonda) Alepede Rhodothea (Rhonda) Alepede Winchester, Massachusetts Details
Rhodothea (Rhonda) Alepede's First Investors Corporation Experience September 2011 - December 2011
Job Analyst, Operations Analytics at Wayfair
Industry Information Technology and Services
Experience
Wayfair  December 2014 - Present
Bentley University  September 2013 - May 2014
State Street Global Advisors  January 2012 - April 2012
First Investors Corporation   September 2011 - December 2011
Dunkin' Donuts  May 2008 - May 2010

Education
Bentley University   2012 — 2014
Master of Business Administration (MBA)

Simmons College   2008 — 2012
Bachelor of Arts (B.A.)

American College of Thessaloniki   2011 — 2011

Ruta Carroll Ruta Carroll Rye, New York Details
Ruta Carroll's First Investors Corporation Experience 2004 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
First Investors Corporation   2004 - 2009
Fiduciary Trust Company  1997 - 2003

Education
Boston College
Bachelor of Arts (B.A.)

Pace University School of Law
Doctor of Law (JD)

Ashley Marco, M.B.A. Ashley Marco, M.B.A. Hartford, Connecticut Area Details
Ashley Marco, M.B.A.'s First Investors Corporation Experience May 2010 - August 2010
Job Tax Accountant at Cigna
Industry Accounting
Experience
Cigna  June 2014 - Present
Assumption College  April 2012 - May 2014
National MS Society, Greater New England Chapter  August 2011 - July 2012
Assumption College Residential Life  August 2008 - April 2012
St. Joseph's Residence   January 2006 - August 2011
First Investors Corporation   May 2010 - August 2010

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Non-profits, Customer Service, Public Speaking, Fundraising, Outlook, Social Media, Research, Leadership, Nonprofits, Student Affairs, Student Development, Community Outreach, Training, Volunteer Management, Teaching, Facebook, Program Management, Higher Education, Event Planning, Time Management, Social Networking, Editing, Program Development, Data Analysis, Data Entry, Spanish, Student Leadership, Staff Development, Grant Writing, Student Engagement, Higher Education..., Resume Writing, Career Counseling, Leadership Development, Budgets, Event Management, Marketing, Teamwork, Supervisory Skills, Public Relations, Blogging, SPSS, Academic Advising, Residence Life, Admissions, Tutoring

Education
Assumption College   2011 — 2013
Masters, Business Administration, 3.825/4.0

Assumption College   2007 — 2011
Bachelor of Arts, Accounting

Elizabeth Naylor Elizabeth Naylor South Lake Tahoe, California Details
Elizabeth Naylor's First Investors Corporation Experience January 2010 - May 2010
Job Staff Accountant at Douglas County, Nevada
Industry Leisure, Travel & Tourism
Experience
Douglas County, Nevada  July 2015 - Present
Base Camp Pizza Co./Azul Latin Kitchen   June 2013 - July 2015
Sierra-at-Tahoe  November 2014 - April 2015
Sierra-at-Tahoe  November 2012 - April 2013
Snowbird Ski and Summer Resort  November 2010 - May 2012
Utah Clinical Trials   February 2011 - January 2012
Backpacking United   June 2007 - November 2010
First Investors Corporation   January 2010 - May 2010
NIKA Water Company  April 2009 - December 2009

Skills
Outlook, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Data Entry, Social Media Marketing, Event Planning, Facebook

Education
California State University-Sacramento   2015 — 2016
Master of Science (MS), Accounting

University of San Diego   2006 — 2010
B.B.A., Finance

Macquarie University   2008 — 2008
B.B.A., Finance

Skyline High School   2003 — 2006

Jeanette Caldwell Jeanette Caldwell Miami/Fort Lauderdale Area Details
Jeanette Caldwell's First Investors Corporation Experience May 1994 - November 1996
Job Sales and Administrative Manager at Lewdi Electric,Inc.
Industry Management Consulting
Experience
Lewdi Electric, Inc.   November 2008 - Present
Global Cynergies, LLC  August 2013 - August 2015
Tile And Style, Inc.   January 2000 - November 2008
Companies  May 1996 - January 2000
First Investors Corporation   May 1994 - November 1996
Weinstube Haas (Germany)   February 1981 - June 1984

Skills
Management, Project Planning, Event Planning, Customer Service, Selling, Customer Satisfaction, Insurance, Finance, Teamwork, Customer Retention, Strategic Planning, Management Consulting, Business Planning, Team Building, New Business Development, Business Strategy, Business Development, Leadership, Marketing, Entrepreneurship, Program Management, Account Management, Contract Negotiation, Budgets, Hotels, Negotiation, Marketing Strategy, Time Management, Event Management, Sales

Education
Florida International University   1992 — 1994
B.S., Marketing/International Business

Broward College   1990 — 1992
A.S., Business Administration

Johnson & Wales University   1987 — 1989
Hotel/restaurant Management

Angela Copley Angela Copley Hampton, Virginia Details
Angela Copley's First Investors Corporation Experience March 2004 - December 2005
Job Enterprise IT Service Desk at World IT Solutions (WITSLLC)
Industry Information Technology and Services
Experience
World IT Solutions (WITSLLC)   March 2015 - Present
Bethel Temple Church  March 2002 - Present
First Investors Corporation   March 2004 - December 2005
American InterContinental University  October 2003 - December 2003
Bethel Temple Church  March 2001 - March 2002
US Navy Port Operations   August 1999 - March 2000
US Army AFSOUTH Motor Pool NATO   April 1995 - November 1995

Skills
Computer Repair, Computer Hardware, Programming, CompTIA Network+..., Camera, Camera Operating, Sound, Video, CompTIA A+ Certified, Video/Media Director, Electronics Engineering..., Automated Manufacturing..., Computer Programming, Solid computer skills, Member of CompTIA, Networking, Technical Support, Troubleshooting, Final Cut Studio, Lighting, Windows & Mac operating..., Sony Vegas, Pinnacle Studio, Program Management, Public Speaking, Team Building, Customer Service, Security, Teaching, IT Service Desk, Management, Microsoft Word

Education
American InterContinental University   2002 — 2003
Master's degree, Information Technology, 4.0

ITT Technical Institute-Fort Wayne   1992 — 1993
Bachelor of Applied Science (BASc), Automated Manufacturing Technology, 4.0

ITT Technical Institute-Virginia Beach   1989 — 1991
Associate of Applied Science (AAS), Electronics Engineering Technology, 4.0

Arturo Gomez Tagle Arturo Gomez Tagle Greater Los Angeles Area Details
Arturo Gomez Tagle's First Investors Corporation Experience May 2011 - June 2012
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2014 - Present
Airbnb  July 2014 - Present
Appco Group North America  December 2012 - August 2014
First Investors Corporation   May 2011 - June 2012
Aaron Brothers  May 2010 - June 2011

Skills
Training, Insurance, Customer Service, Microsoft Excel, Finance, Leadership, Public Speaking, Financial Services, Investments, Small Business, Microsoft Word, Outlook, Microsoft Office, Asset Allocation, Management, Time Management, PowerPoint, Employee Benefits, Event Planning, Working in a team, Working with people, Diversity & Inclusion

Education
California State University, Los Angeles - College of Business and Economics   2006 — 2011
Bachelor’s Degree, Business Administration - Finance

Apple iOS - Swift
Learning programming language

Thomas (Anthony) Buckel Thomas (Anthony) Buckel Greater New York City Area Details
Thomas (Anthony) Buckel's First Investors Corporation Experience November 2011 - July 2012
Job C&S Helper Amtrak
Industry Transportation/Trucking/Railroad
Experience
Amtrak  April 2013 - Present
MONOC  January 2013 - Present
NJ Transit  May 2012 - April 2013
First Investors Corporation   November 2011 - July 2012
Dunkin' Donuts National DCP, LLC   May 2009 - May 2010

Skills
Microsoft Office, Internet Recruiting, First Aid, Leadership, Recruiting, Public Speaking, Management, Microsoft Excel, Marketing, PowerPoint, Time Management

Education
Ramapo College of NJ   2009 — 2011
Bachelor of Science, Business Administration; Management

Brookdale Community College   2006 — 2009
Associates, Business Adminstration

Elisa Jones Elisa Jones Nashville, Tennessee Details
Elisa Jones's First Investors Corporation Experience 2000 - 2003
Job Licensed Investment Support Specialist II at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities  May 2014 - Present
Fifth Third Securities  July 2011 - May 2014
Fifth Third Bank  January 2011 - May 2014
Clearview Financial Group, LLC.   September 2003 - December 2010
First Investors Corporation   2000 - 2003

Skills
Client Acquisition, Wealth Management, Client Retention, Retirement Planning, Investments, Series 6, Series 63, Mutual Funds, Life Insurance, Strategic Financial..., Insurance, Banking, Retirement, Financial Advisory, Fixed Annuities, Financial Analysis

Education
Alabama Agricultural and Mechanical University   1996 — 2000
Bachelor's of Science, Finance

Tennessee State University   2001 — 2003
Master's, Business Administration

Christopher Quigg Christopher Quigg Providence, Rhode Island Area Details
Christopher Quigg's First Investors Corporation Experience 1985 - 1986
Job Director Warehousing, Distribution & Supply Chain Leader with Crossfunctional Experience & Crossindustry Expertise
Industry Logistics and Supply Chain
Experience
The Home Depot  2009 - 2014
Nationwide Beauty & Barber Supply, Syracuse, NY   2006 - 2009
a.j. martin, inc   2003 - 2005
Davis Vision / Empire Vision Centers   1992 - 2002
Frank's Nursery & Crafts   1986 - 1992
First Investors Corporation   1985 - 1986
US Army  1978 - 1985

Skills
Warehousing, Process Improvement, Inventory Management, Supply Chain, Logistics, Inventory Control, Negotiation, Management, Contract Negotiation, Operations Management, Transportation, Purchasing, Program Management, Procurement, Training, Leadership, Income Statement, Retail, Product Development, Customer Satisfaction, Sales, Supply Chain Management, Forecasting, 3PL, Process Scheduler, Supply Chain Operations, Logistics Management, P&L Management, Cross-functional Team..., Continuous Improvement, Team Building, Transportation..., Lean Manufacturing, Manufacturing, Budgets, Strategic Planning, Sales Operations, Six Sigma, Change Management, Team Leadership, Business Process..., Supervisory Skills, Contract Management, Project Planning, Analysis, Account Management, ERP, Sales Management, P&L

Education
University of Maryland University College   1980 — 1984

Anne Arundel Community College   1977 — 1978

Marc Bickman Marc Bickman Fort Mill, South Carolina Details
Marc Bickman's First Investors Corporation Experience January 2000 - October 2000
Job Data Governance Manager
Industry Financial Services
Experience
Bank of America  July 2015 - Present
Standard & Poor's   October 2007 - January 2015
Standard & Poor's   March 2005 - October 2007
Standard & Poor's   March 2004 - March 2005
Standard & Poor's   July 2001 - March 2003
MSCI Inc.  January 2001 - June 2001
First Investors Corporation   January 2000 - October 2000
Marriott Hotels  1996 - 1997

Skills
Competitive Intelligence, Business Strategy, Business Process..., Market Intelligence, Strategy, Structured Finance, Analytics, Operations Management, Risk Management, Business Development, Leadership, Forecasting, Bloomberg, Business Process, Fixed Income, Capital Markets, Finance, Financial Modeling, Investments, Valuation, Securitization, Management, Analysis, Financial Analysis, Financial Services, Business Analysis, Business Intelligence

Education
Columbia University - Columbia Business School   2007 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General, Honors

City University of New York-Baruch College - Zicklin School of Business   1997 — 2000
Bachelor's Degree, Business Administration, Management and Operations, 3.54 out of 4.0

Krystina Trimble Krystina Trimble Indianapolis, Indiana Area Details
Krystina Trimble's First Investors Corporation Experience January 2008 - October 2008
Job Advertising Account Manager Angie's List
Industry Marketing and Advertising
Experience
Angie's List  October 2012 - Present
HCC Medical Insurance Services  June 2012 - September 2012
HCC Medical Insurance Services  March 2009 - May 2012
First Investors Corporation   January 2008 - October 2008
Southwestern Company  February 2006 - October 2007

Skills
Product Marketing, Business Relationship..., Market Research, Social Networking, Insurance, Contract Negotiation, Contract Management, Insurance Brokerage, Health Insurance, Broker-Dealer, Direct Sales, Sales, Management, B2B, Advertising, Social Media, CRM

Education
Ball State University - College of Business   2003 — 2007
Bachelors of Science, Marketing, Risk Management and Insurance, and Sociology

Crown Point High School   1999 — 2003
Academic Honor's Diploma, General Studies, Early Childhood Education

Janelle Lopez Janelle Lopez San Diego, California Details
Janelle Lopez's First Investors Corporation Experience June 2011 - September 2011
Job IT Project Manager at HD Supply
Industry Information Technology and Services
Experience
HD Supply  January 2015 - Present
HD Supply  May 2013 - January 2015
HD Supply  August 2012 - May 2013
HD Supply  June 2012 - August 2012
San Diego Employers Association  March 2011 - June 2012
Andrew Arroyo Investments   January 2012 - May 2012
First Investors Corporation   June 2011 - September 2011
Santa Barbara City College  January 2008 - June 2010
Pacific Pain Physicians   January 2007 - January 2008

Skills
Marketing, Program Management, Customer Service, Microsoft Excel, SEO, Outlook, Visio, SAP, Public Speaking, Management, PowerPoint, Microsoft Office, Leadership, QuickBooks, Project Management, Process Improvement, Access

Education
California State University Monterey Bay   2014 — 2016
Master of Business Administration (M.B.A.)

University of San Diego   2010 — 2012
BBA, International Business

Santa Barbara City College   2007 — 2010
Associates, Liberal Arts, Buiness, Economics

Hong Kong Baptist University
Business Environment of Asia

Santa Barbara High School
Diploma

Tara Dannenbring Tara Dannenbring Indianapolis, Indiana Area Details
Tara Dannenbring's First Investors Corporation Experience May 2009 - August 2009
Job Service Support Manager at Cummins Inc
Industry Automotive
Experience
Cummins Inc.  May 2015 - Present
Cummins Inc.  January 2014 - Present
Cummins Inc.  October 2012 - December 2013
Cummins Inc.  June 2010 - October 2012
First Investors Corporation   May 2009 - August 2009

Skills
Process Improvement, Business Analysis, Six Sigma, Team Leadership, Troubleshooting, Data Analysis, Leadership, SQL, Management, Continuous Improvement, Databases, Requirements Gathering, Training, Business Process, Visio, MS Project, SDLC, Microsoft Office, Software Documentation, Project Management, Analysis, Customer Service, Public Speaking, PowerPoint

Education
Ball State University   2007 — 2010
Bachelor of Science, Finance, Information Systems

Alexis L Goetz, PHR Alexis L Goetz, PHR Greater Salt Lake City Area Details
Alexis L Goetz, PHR's First Investors Corporation Experience September 2000 - January 2001
Job Group HR Manager at Enterprise Holdings
Industry Automotive
Experience
Enterprise Holdings  December 2013 - Present
Enterprise Holdings Inc.  September 2010 - November 2013
Enterprise Holdings Inc  November 2006 - September 2010
Enterprise Rent a Car  December 2003 - November 2006
Enterprise Rent a Car-Rental Division   February 2003 - December 2003
Enterprise Rent a Car-Rental Division   April 2002 - February 2003
Enterprise Rent a Car-Rental Division   August 2001 - April 2002
Enterprise Rent a Car-Rental Division   February 2001 - August 2001
First Investors Corporation   September 2000 - January 2001

Skills
Onboarding, Recruiting, Talent Acquisition, Employee Relations, College Recruiting, PeopleSoft, Applicant Tracking..., Team Building, Human Resources, Performance Management, Talent Management, Coaching, Profit, New Hire Orientations, Leadership, Employee Training, Interviews, Management, Training, Leadership Development, Personnel Management, Benefits Administration, Succession Planning, Employee Benefits, Sourcing, Negotiation, Employee Engagement

Education
Auburn University   1996 — 2000
BS, International Business/Finance

Auburn University   1996 — 2000
Bachelor of Science (B.S.), International Business/Finance

Thomas Herbst Thomas Herbst Albany, New York Area Details
Thomas Herbst's First Investors Corporation Experience May 2007 - February 2008
Job Liquid Investments Manager at SEFCU
Industry Banking
Experience
SEFCU  August 2015 - Present
SEFCU  February 2008 - August 2015
First Investors Corporation   May 2007 - February 2008

Skills
Strategic Financial..., Banking, Credit, Loans, Consumer Lending, Retail Banking, Commercial Banking, Financial Analysis, Credit Analysis, Customer Service, Sales, Finance, Credit Risk, Microsoft Excel, Microsoft Office, Financial Services, Outlook, Leadership

Education
University at Albany, SUNY   2009 — 2012
MBA, Management

Assumption College   2003 — 2007
Bachelors, Economics, International Business

Scott Christo Scott Christo Greater Boston Area Details
Scott Christo's First Investors Corporation Experience November 2008 - June 2009
Job Ceded Reinsurance Accountant at Resolute Management, Inc.
Industry Insurance
Experience
Resolute Management, Inc.   January 2015 - Present
Liberty Mutual Insurance  August 2009 - December 2014
First Investors Corporation   November 2008 - June 2009
Brewfest, LLC   July 2008 - August 2008

Education
University of New Hampshire   2013 — 2015
Master of Business Administration (MBA), Financial Management

Bentley University   2005 — 2009
BS, Finance

Mario Avocato Mario Avocato Greater New York City Area Details
Mario Avocato's First Investors Corporation Experience 2009 - October 2009
Job Sr. Outbound Sales Manager at Panjiva
Industry Information Technology and Services
Experience
Panjiva  September 2015 - Present
ClearSlide  July 2014 - September 2015
Trustpilot  March 2014 - July 2014
OpTier  February 2012 - February 2014
ZocDoc  February 2011 - February 2012
Symantec  December 2009 - February 2011
First Investors Corporation   2009 - October 2009

Skills
SaaS, Cloud Computing, New Business Development, Salesforce.com, Solution Selling, Cold Calling, Account Management, Sales, CRM, Selling, Sales Process, Management, Big Data, Enterprise Software, Business Development, Lead Generation, B2B, Leadership, Direct Sales, Blogging

Education
American International College   2004 — 2009
B.S, Business Administration

Hai Ting Xu Hai Ting Xu Greater New York City Area Details
Hai Ting Xu's First Investors Corporation Experience June 2011 - August 2011
Job International Tax Professional at IBM
Industry Financial Services
Experience
IBM  June 2013 - Present
Internal Revenue Service  June 2012 - August 2012
Center for Technology and Innovation   February 2011 - February 2012
Binghamton University  September 2011 - December 2011
First Investors Corporation   June 2011 - August 2011
Citi  July 2007 - August 2007

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Visual Basic, C++, Java, Westlaw, Lexis, Financial Reporting, Data Analysis, Financial Accounting

Education
Binghamton University   2012 — 2013
Master's degree, Accounting

Binghamton University   2008 — 2012
Bachelor of Science, SOM - Accounting

Gregory Gelineau, CLTC Gregory Gelineau, CLTC Providence, Rhode Island Area Details
Gregory Gelineau, CLTC's First Investors Corporation Experience May 1985 - February 2002
Job Senior Vice President at American Senior Benefits
Industry Insurance
Experience
Bankers Life  April 2004 - January 2015
MetLife Financial Services  March 2002 - March 2004
First Investors Corporation   May 1985 - February 2002

Skills
Leadership and Sales..., Team Leadership, Sales Management, Direct Sales, Public Speaking, Marketing, Human Resources, Recruiting, Leadership Development, Disability Insurance, Sales, Leadership, Insurance, Long-term Care, Account Management, Fixed Annuities, Training, Health Insurance, Contract Negotiation, Marketing Strategy, Life Insurance, Operations Management, Long Term Care Insurance, Management, Medicare, Term Life Insurance, New Business Development, Team Building, Customer Service, Customer Retention, Small Business, Employee Benefits, Risk Management, Retirement Planning, Universal Life, Investments, Strategic Planning, Coaching, Executive Management, Whole Life, Business Planning, Retirement, Brokers, Process Improvement, Strategy, Underwriting, CRM, Employee Training, Budgets, Business Development

Education
Bridgewater State University   1981 — 1985
BS, Management

Old Rochester Regional High School   1978 — 1981
High School, General Studies

Larry Kohler Larry Kohler Tioga, Pennsylvania Details
Larry Kohler's First Investors Corporation Experience January 2002 - November 2004
Job President at Kohler Financial Services, LLC
Industry Financial Services
Experience
Kohler Financial Services, LLC   July 2012 - Present
Bridges Financial Services -   October 2007 - June 2013
Vision Advisors Inc.   2011 - 2012
Legacy Marketing Group  2009 - 2012
First Investors Corporation   January 2002 - November 2004
Schwans Sales  September 1999 - October 2000
Tyden - Brammall   August 1994 - September 1999
United States Marine Corps  June 1980 - June 1984

Skills
Financial Planning, Customer Service, Customer/Business..., Strategic Financial..., Life Insurance, Investments, Financial Services, Negotiation, Management, Fixed Annuities, IRAs, Term Life Insurance, Long-term Care, Estate Planning, Disability Insurance, Retirement Planning, Retirement, Insurance, Small Business, Sales, Employee Benefits, Universal Life, Medicare, Commercial Insurance, Wealth, General Insurance, Whole Life, Financial Planners, Financial Advisory, Personal Finance, Wealth Accumulation, Long Term Care Insurance, Health Insurance, Roth IRA, Pensions, 401k, Asset Protection, Wealth Management..., Wealth Management, Finance, 401k Rollovers, Savings

Education
First Investors Academy   2001 — 2001
Diploma, Financial Services Field of Study

Schuyler-Steuben-Chemung-Tioga-Allegany BOCES   1985 — 1986
Diploma, Electronics

Cowanesque Valley High School   1975 — 1980

Chris Hooley Chris Hooley Phoenix, Arizona Area Details
Chris Hooley's First Investors Corporation Experience August 2009 - May 2010
Job Assistant Manager at FedEx Office
Industry Financial Services
Experience
FedEx Office  June 2012 - Present
Enterprise Rent-A-Car  July 2010 - April 2012
First Investors Corporation   August 2009 - May 2010
Northwestern Mutual Financial Network  January 2009 - August 2009
LoveSac  March 2005 - February 2008
Earnhardt Ford   November 2005 - March 2006

Skills
Sales, Sourcing, Leadership, Time Management, Training, Management

Education
Arizona State University   2004 — 2009
Bachelor of Interdisciplinary Studies, General Business with an emphasis in Communications

Donna Pinto Donna Pinto Edison, New Jersey Details
Donna Pinto's First Investors Corporation Experience June 1999 - August 2004
Job Operations Supervisor Foresters Financial
Industry Financial Services
Experience
Foresters Financial Services  August 2004 - Present
First Investors Corporation   June 1999 - August 2004
First Investors Corporation   March 1997 - June 1999

Skills
Management, Recruiting, Customer Service, Employee Relations, Training, Onboarding, Hiring, Staff Management, Performance Appraisal, Time Management, IRAs, Series 6, Staff Training, Team Motivator, Individual Retirement..., 403(b) Distributions, Required Minimum..., Education Savings..., Employee Training, Personal Development, Personnel Development, IRS Distribution Rules, Project Management, Social Media

Education
State University of New York at Binghamton
BA, Social Anthropology/Management Adjunct

Michael Nemeth Michael Nemeth Tampa, Florida Details
Michael Nemeth's First Investors Corporation Experience May 2008 - August 2008
Job Category/Sales Analyst at The J.M. Smucker Company
Industry Food & Beverages
Experience
The J.M. Smucker Company   July 2014 - Present
The J.M. Smucker Company   October 2013 - July 2014
The JM Smucker Company  October 2012 - October 2013
The J.M. Smucker Company   October 2011 - October 2012
Center For Cultural Interchange  July 2010 - July 2011
Mandli Communications, Inc.   October 2009 - July 2010
Mandli Communications  May 2009 - October 2009
Washington and Jefferson College  August 2008 - May 2009
Washington & Jefferson College  July 2008 - May 2009
First Investors Corporation   May 2008 - August 2008

Skills
Market Share, Marketing Strategy, Social Networking, New Business Development, Recruiting, Social Media, Public Speaking, Public Relations, Event Planning, Microsoft Office, Event Management, Marketing, Research, Customer Service, Sales, Analysis, Salesforce.com

Education
Washington and Jefferson College   2005 — 2009
BA

Akita International University   2007 — 2008

Washington and Jefferson College
Bachelor's degree

Claudia Witt Claudia Witt Los Angeles, California Details
Claudia Witt's First Investors Corporation Experience January 2008 - May 2008
Job Commercial Property Manager at Centers Business Management
Industry Commercial Real Estate
Experience
Centers Business Management (CBM)   October 2013 - Present
Centers Business Management (CBM)   December 2011 - July 2014
Burns Accounting & Consulting PC   June 2011 - December 2011
JP Morgan Chase  October 2008 - March 2011
First Investors Corporation   January 2008 - May 2008

Skills
Real Estate, Leases, Customer Service, Property Management, Microsoft Office, Real Estate Transactions, Investment Properties, Negotiation, Market Research, Real Estate Development, Accounts Payable, Spreadsheets, Valuation, Social Media, Accounts Receivable, PowerPoint, Budgets, QuickBooks, Microsoft Word, Commercial Lending, Brokerage

Education
California State University-Long Beach   2005 — 2007
Bachelors, Business Finance

Jeff DeHart Jeff DeHart San Francisco Bay Area Details
Jeff DeHart's First Investors Corporation Experience October 2008 - Present
Job
Industry Financial Services
Experience
First Investors Corporation   October 2008 - Present
Wachovia  March 2003 - May 2008
DeHart's   1990 - 2002

Education
Azusa Pacific University   1998 — 2002
BA, Business Administration

Marc Rosa Marc Rosa Greater New York City Area Details
Marc Rosa's First Investors Corporation Experience 2001 - 2001
Job Senior Vice President at Macquarie
Industry Investment Banking
Experience
Macquarie  September 2004 - Present
AllianceBernstein  November 2001 - September 2004
First Investors Corporation   2001 - 2001

Skills
Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, Hedge Funds, Trading Systems, Equity Trading, Options

Education
Binghamton University   1997 — 2001
BS, Economics -Finance concentration

Denise Proctor Denise Proctor Rockville, Maryland Details
Denise Proctor's First Investors Corporation Experience January 2005 - August 2008
Job Financial Consultant
Industry Financial Services
Experience
M&T Securities, Inc   January 2013 - Present
M&T Securities  September 2010 - December 2012
M&T Securities, Inc   May 2009 - September 2010
Provident Bank/Provident Investment Company   August 2008 - May 2009
First Investors Corporation   January 2005 - August 2008

Skills
Series 63, Series 7, Retirement Planning, Securities, Retirement, Fixed Annuities, Life Insurance, Financial Services, Series 65

Education
American University   1999 — 2003
BSBA, Finance & Marketin

Ted Silverman, MBA Ted Silverman, MBA Greater New York City Area Details
Ted Silverman, MBA's First Investors Corporation Experience 2004 - 2005
Job Vice President at BFE
Industry Real Estate
Experience
Blumberg & Freilich Equities   2012 - Present
Kaon Interactive  2011 - 2012
G & B Real Estate   2009 - 2010
MCR Development  2008 - 2008
Cambridge Associates  June 2005 - May 2007
Silverman Consulting  1999 - 2007
First Investors Corporation   2004 - 2005

Skills
Business Strategy, Financial Modeling, Strategic Planning, Strategy, Valuation, Due Diligence, Investments, Portfolio Management, Financial Analysis, Competitive Analysis, Management, Business Development, Asset Management

Education
New York University - Leonard N. Stern School of Business   2007 — 2009
Master of Business Administration (MBA), Finance & Real Estate

Brandeis University   2000 — 2004
BA, Economics & International Business

Lincoln-Subdury RHS

Justin Curzi Justin Curzi Portland, Oregon Details
Justin Curzi's First Investors Corporation Experience June 2001 - July 2003
Job Consultant to Entrepreneurs
Industry Venture Capital & Private Equity
Experience
www.justincurzi.com   January 2011 - Present
The Microlending Fund   May 2012 - Present
Emochila (acquired by Thomson Reuters)   December 2003 - September 2012
First Investors Corporation   June 2001 - July 2003
American Hockey League  April 2000 - May 2001

Skills
Investments, SaaS, Sales, Leadership, Start-ups, Negotiation, Mergers & Acquisitions

Education
Amherst College   1997 — 2001
BA, Economics and History

Scott Warnick Scott Warnick Denver, Colorado Details
Scott Warnick's First Investors Corporation Experience May 2002 - February 2004
Job Project Manager at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc  September 2013 - Present
Fidelity Investments  July 2012 - August 2013
Fidelity Investments  August 2010 - October 2012
National Financial (A Fidelity Investment Company)   September 2006 - August 2010
Fidelity Investments  February 2004 - June 2006
First Investors Corporation   May 2002 - February 2004

Education
Babson College   1999 — 2002

Anthony Santarpia Anthony Santarpia Greater New York City Area Details
Anthony Santarpia's First Investors Corporation Experience 2007 - 2010
Job Senior Financial Consultant at Laidlaw & Company
Industry Financial Services
Experience
Laidlaw & Company  May 2012 - Present
Laidlaw & Company  2010 - May 2012
First Investors Corporation   2007 - 2010

Skills
Investments, Equities, Private Equity, Finance, Series 63, Emerging Markets, Derivatives, Valuation, Bloomberg, Financial Analysis, Financial Markets, Mergers, Relationship Management, Business Strategy, DCF Valuation, Alternative Investments, Economics, Series 7, Technical Analysis, Microsoft Office, Options, Investment Banking, Mergers & Acquisitions, Sales, New Business Development

Education
City University of New York-Baruch College - Zicklin School of Business   2008 — 2012
MBA, Finance and Investments, GPA - 3.5

Saint John's University   2002 — 2006
Bachelor's, Business Administration, Sports Management, GPA - 3.72

University of Leicester   2001 — 2004
International Studies

Ayush Saharya Ayush Saharya Greater New York City Area Details
Ayush Saharya's First Investors Corporation Experience January 2007 - May 2007
Job Senior Financial Analyst at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch  September 2014 - Present
Merrill Lynch / Bank of America  June 2010 - September 2014
Fidelity Investments  February 2010 - May 2010
UBS Wealth Management  December 2007 - June 2009
UBS Investment Bank  October 2007 - December 2007
First Investors Corporation   January 2007 - May 2007

Skills
Access, Microsoft Word, PowerPoint, Microsoft Excel, Essbase, Hyperion Financial..., Finance, Management, Analysis

Education
Baruch College, City University of New York (CUNY)   2004 — 2006
B.B.A., Economics

Nassau Community College   2002 — 2004
A.A.S., Business Administration

Martin Van Buren High School   1998 — 2002

Apeejay School   1986 — 1998

Christy Rowe Christy Rowe Houston, Texas Area Details
Christy Rowe's First Investors Corporation Experience June 2005 - February 2006
Job Financial Advisor at Asset Management Advisors Inc
Industry Financial Services
Experience
Asset Management Advisors Inc   November 2014 - Present
Ronald Blue & Co.   March 2012 - November 2014
Langley, O'Grady & Associates   July 2008 - March 2012
David N. Shirey, CPA   November 2007 - April 2008
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies   April 2006 - October 2007
First Investors Corporation   June 2005 - February 2006
St. Andrew's Presbyterian Church   June 2005 - October 2005

Skills
Retirement Planning, Spreadsheets, 10 Key, Microsoft Office, Tax Preparation, Series 6, Fax, Journal Entries, Term Life Insurance, Administrative Support, Keyboarding, Calculator, Computer Repair, Computer Maintenance, General Office Duties, Scanners, Printers, Insurance Planning, Private Wealth..., Retirement Services, Reconciliation, General Ledger..., 63 Licensed, Annuity, Whole Life

Education
Baylor University - Hankamer School of Business   2000 — 2005
BBA, Financial Services and Planning & Real Estate

University of Houston

Justin Woolsey Justin Woolsey Indianapolis, Indiana Area Details
Justin Woolsey's First Investors Corporation Experience May 2004 - August 2004
Job Financial Analyst at FORUM Credit Union
Industry Banking
Experience
FORUM Credit Union  June 2012 - Present
FORUM Credit Union  December 2010 - June 2012
FORUM Credit Union  September 2007 - December 2010
First Investors Corporation   May 2004 - August 2004

Skills
Banking, Risk Management, Microsoft Excel, Strategic Financial..., Financial Analysis, Customer Service, Process Improvement, Microsoft Office, Analysis, Sales, Data Analysis, Retirement, Business Analysis, Strategic Planning, Budgets, PowerPoint, Microsoft Word

Education
Anderson University   2003 — 2007
Bachelor of Arts, Finance

Michael Graziosi Michael Graziosi Huntsville, Alabama Details
Michael Graziosi's First Investors Corporation Experience June 2008 - August 2008
Job Lockheed Martin Sr Financial Analyst, FP&A
Industry Defense & Space
Experience
Lockheed Martin, SSC  August 2014 - Present
Lockheed Martin, MST  January 2013 - August 2014
Lockheed Martin, MST  October 2012 - January 2013
Lockheed Martin, IS&GS   February 2011 - October 2012
Lockheed Martin, IS&GS   June 2009 - February 2011
First Investors Corporation   June 2008 - August 2008
Novelty Trading Corporation   June 2007 - August 2007

Skills
Finance, Investments, Strategic Financial..., Financial Analysis, Earned Value Management, Sales, Financial Reporting, Data Analysis, Microsoft Excel, Financial Accounting, Leadership Development, Microsoft Word, Business Analysis, Business Process..., Managerial Finance, Essbase, Hyperion Enterprise, PowerPoint, Microsoft Office, Financial Risk, Project Management, SAP, Valuation, Cross-functional Team..., Variance Analysis, Budgets, Corporate Finance, Forecasting, Financial Modeling, Analysis, Financial Planning, Risk Management

Education
Syracuse University   2012 — 2014
MBA, Business Administration and Management, General

Binghamton University - School of Management   2005 — 2009
Bachelors of Science, Management and Finance

Sam H. Leung Sam H. Leung Greater New York City Area Details
Sam H. Leung's First Investors Corporation Experience January 2006 - February 2008
Job Business Loan Specialist
Industry Financial Services
Experience
JPMorgan Chase  June 2013 - November 2014
Bank of America  September 2011 - May 2013
HSBC  August 2009 - August 2011
MetLife Financial Services  March 2008 - August 2009
First Investors Corporation   January 2006 - February 2008

Skills
OOCRE, Small Business Lending, Cash Management, New Business Development, Retirement Planning, Life Insurance, Long Term Care Insurance, Mutual Funds, Cash Flow, Small Business, Commercial Banking, Management, Credit, Microsoft Excel, Retail Banking, Financial Services, Relationship Management, Banking

Education
Binghamton University   2001 — 2005
B.S.

Robert Jay Pfluger Robert Jay Pfluger Buffalo/Niagara, New York Area Details
Robert Jay Pfluger's First Investors Corporation Experience September 1900 - December 1900
Job Senior Asset Manager
Industry Construction
Experience
self storage consulting of NEA   July 2014 - Present
Higgins-Keiffer inc   1910 - 1919
Lightning prevetors Of America   1901 - 1909
First Investors Corporation   September 1900 - December 1900

Skills
Construction, Construction Management, Management, MS Project, Real Estate, Project Management, Project Planning, Contract Negotiation, Budgets, Program Management, Process Improvement, Operations Management

Education
Bryant and Stratton College
Buisne, Bus mgmt, Admin, Const Mgmt

Arthur Engelhard Arthur Engelhard Greater Boston Area Details
Arthur Engelhard's First Investors Corporation Experience May 2008 - October 2009
Job Database Specialist at Santander US
Industry Information Technology and Services
Experience
Santander Bank, N.A.   April 2013 - Present
eXalt Solutions, US/India   April 2011 - April 2013
Malden YMCA  October 2008 - September 2011
First Investors Corporation   May 2008 - October 2009
North Central MA Chamber of Commerce   2009 - 2009
State Street  May 2007 - August 2007
Owego Heat Treat, Inc.   September 2000 - April 2006

Skills
PeopleSoft, Product Management, Data Analysis, Forecasting, Strategic Planning, Team Building, Microsoft Excel, SQL, Process Improvement

Education
Bentley University   2004 — 2008
BS, Mathematics

Daniel Duane Daniel Duane Greater New York City Area Details
Daniel Duane's First Investors Corporation Experience 1984 - 1990
Job President at L D Capital
Industry Investment Management
Experience
L D Capital   writerwww.practicalstockinvesting.com2009 - Present
Rutgers Business School  2007 - 2008
Jennison Associates  2000 - 2006
Prudential Financial  1990 - 2000
First Investors Corporation   1984 - 1990
College Retirement Equity Fund   1984 - 1986
Value Line  1978 - 1984
US Army  1968 - 1972

Skills
Equities, Investments, Alternative Investments, Portfolio Management, Valuation, Financial Modeling, Social Media, Competitive Analysis, Asset Managment, Financial Analysis, Mutual Funds, Fundraising, Strategic Planning, New Business Development, Mergers & Acquisitions, Asset Management, Management, Equity Research, Hedge Funds, Fixed Income, Securities, Private Equity

Education
New York University - Leonard N. Stern School of Business   1979 — 1982
MBA, finance, investments

Yale University   1972 — 1978
PhD, Philosophy

University of Tübingen   1973 — 1974
philosophy

Boston College   1964 — 1968
AB, math, philosophy

Marta Lokaj Marta Lokaj Greater New York City Area Details
Marta Lokaj's First Investors Corporation Experience February 2007 - May 2007
Job Health Care Integrator at Cardinal McCloskey Services
Industry Individual & Family Services
Experience
Martha's Dance Center   January 2004 - Present
Cardinal McCloskey Services  July 2009 - January 2013
Children's Aid Society  September 2007 - July 2009
First Investors Corporation   February 2007 - May 2007
Mark Kotowski Dance Center   January 2002 - December 2003

Skills
Non-profits, Project Planning, Coordination, Scenario Planning, Psychology, Program Development, Social Services, Microsoft Excel, PowerPoint, Volunteer Management, Mental Health, Fundraising, Outlook, Microsoft Office, Community Outreach, Microsoft Word, Public Speaking, Crisis Intervention, Customer Service, Case Managment, Nonprofits

Education
Baruch College, City University of New York (CUNY)   2003 — 2007
BS, Psychology

Franklin Delano Roosevelt High School   2003 — 2007

Georgia Tucker Georgia Tucker Dallas/Fort Worth Area Details
Georgia Tucker's First Investors Corporation Experience October 2010 - February 2011
Job Default Reconciliation Professional
Industry Banking
Experience
JPMorgan Chase  March 2011 - Present
First Investors Corporation   October 2010 - February 2011

Education
The University of Texas at Arlington - College of Business   2007 — 2009
Master, Real Estate

Wuhan University of Science and Technology   2002 — 2006
Bachelor, Business Administration

Luke Thielen, MBA Luke Thielen, MBA Greater Minneapolis-St. Paul Area Details
Luke Thielen, MBA's First Investors Corporation Experience February 2004 - August 2004
Job Service Account Manager at Prudential Financial
Industry Insurance
Experience
Prudential Financial  August 2004 - Present
Hartford Life  July 2010 - January 2013
Hartford Life  January 2010 - July 2010
Hartford Life  April 2008 - January 2010
Prudential Financial  August 2004 - April 2008
First Investors Corporation   February 2004 - August 2004

Skills
Lotus Notes, Microsoft Excel, Salesforce.com, Process Improvement, Cross-functional Team..., Sales, Insurance, Disability Insurance, Fixed Annuities, Health Insurance, Mutual Funds, Management, Series 63, Sales Operations, Leadership, Life Insurance, Sales Management, Relationship Management, Series 7, Customer Service, Account Management, Risk Management, Universal Life, Finance, Call Centers, Customer Retention, CRM, Wealth Management, Selling, Business Process, Series 6, Financial Services, Business Analysis, Retirement Planning, New Business Development, Term Life Insurance, Brokers, Direct Sales, Sales Process, Estate Planning, Whole Life, Business Process..., Financial Planning, Sales Presentations, General Insurance, Customer Experience, Life, Business Planning, Customer Satisfaction

Education
University of Saint Thomas - School of Business   2006 — 2011
MBA, Marketing and Finance

Bemidji State University   1999 — 2004
Bacholor of Science, Business Administration - Marketing

Elk River Senior High   1997 — 1999

Michael Bresnahan Michael Bresnahan Greater Boston Area Details
Michael Bresnahan's First Investors Corporation Experience May 2007 - October 2007
Job Business Analyst, Officer at State Street, PMP
Industry Financial Services
Experience
State Street  December 2013 - Present
State Street  May 2011 - December 2013
State Street  December 2007 - May 2011
First Investors Corporation   May 2007 - October 2007

Skills
Project Management, Mutual Funds, Financial Services, Life Insurance, Microsoft Excel, Financial Analysis, Business Analysis, Microsoft Office, Data Analysis, Risk Management, PowerPoint, Customer Service, Social Media, Financial Modeling, Strategic Planning, Process Improvement, Microsoft Word, Financial Reporting

Education
Boston College   2003 — 2007
Communications

Saint Sebastian's   1999 — 2003

Benjamin Hayhurst Benjamin Hayhurst Indianapolis, Indiana Area Details
Benjamin Hayhurst's First Investors Corporation Experience March 2008 - May 2009
Job Branch Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  May 2011 - Present
JP Morgan Chase Bank  July 2010 - September 2011
JP Morgan Chase  June 2009 - July 2010
First Investors Corporation   March 2008 - May 2009
First Investors Corporation   March 2008 - May 2009
Anderson Media Group  May 2007 - May 2008
SIFE  May 2007 - May 2008
Anderson Media Group  May 2007 - May 2008

Education
Anderson University   2005 — 2009
B.A., Finance

Anderson University   2005 — 2009
Bachelor of Arts, Business Administration; Finance; Investments

Dawn Mulder Dawn Mulder Phoenix, Arizona Area Details
Dawn Mulder's First Investors Corporation Experience 1994 - 1995
Job Realtor
Industry Wholesale
Experience
Solutions Real Estate California and Arizona  January 2015 - Present
Affinity Real Estate Advisors   November 2013 - January 2015
Russ Lyon Sotheby's International Realty  January 2013 - November 2013
Long Realty Company  May 2012 - January 2013
Equisupplies   January 2006 - October 2012
PetSmart  1997 - 2006
MassMutual Financial Group  1995 - 1997
City of Scottsdale- Scottsdale Police Department   1987 - 1996
First Investors Corporation   1994 - 1995
Franchise Finance Corporation of America  1985 - 1990

Skills
Design apparel, Advertising, Manufacturing, Apparel, Retail, Merchandising, Real Estate, Real Estate Investor, Real Estate Transactions, Dressage, Equestrian, Trade Shows, Modeling, Fashion Design, Horse Properties, Management, Small Business

Education
Arizona State University - W. P. Carey School of Business   1991 — 1994
BS, Business Management

Scottsdale Community College   1989 — 1991
AAS, Equine Training and Management

Davon Roach Davon Roach Hempstead, New York Details
Davon Roach's First Investors Corporation Experience October 2010 - January 2011
Job Student at City University of New YorkBaruch College
Industry Retail
Experience
Macy's  March 2012 - Present
First Investors Corporation   October 2010 - January 2011

Skills
Interviews, Human Resources, Leadership, Talent Management, Editing, Marketing, Sourcing, Screening, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Networking

Education
Baruch College, City University of New York (CUNY)   2007 — 2011
Bachelor of Business Administration, Economics

James Abels James Abels Indianapolis, Indiana Area Details
James Abels's First Investors Corporation Experience May 2003 - July 2010
Job Financial Services Representative & Financial Advisor at Financial Partners Group, an Office of MetLife
Industry Financial Services
Experience
Financial Partners Group, an office of MetLife and part of the MetLife Premier Client Group   January 2015 - Present
New England Securities  July 2010 - December 2014
First Investors Corporation   May 2003 - July 2010
First Investors Corporation   2003 - 2005
United States Air Force  1996 - 2000

Skills
Finance, Investments, Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, Wealth Management, Series 7, Securities, Life Insurance, Financial Analysis, Financial Services, Insurance

Education
Ball State University - College of Business   2001 — 2003
Bachler, Entrepreneurship

Rochester College   1994 — 1996
Associates, Business

Valerie McWilliams Valerie McWilliams Indianapolis, Indiana Area Details
Valerie McWilliams's First Investors Corporation Experience February 2009 - April 2011
Job Licensed Financial Sales Consultant at Pnc investments
Industry Financial Services
Experience
Pnc investments  June 2009 - Present
First Investors Corporation   February 2009 - April 2011
Edward Jones  May 2008 - February 2009
University Directories  2007 - 2007

Education
Ball State University - College of Business   2004 — 2008
Bachelor of Arts, Marketing, Psychology

Brian Oberlies Brian Oberlies Greater Chicago Area Details
Brian Oberlies's First Investors Corporation Experience June 2008 - October 2008
Job Medical Economics Senior Analyst
Industry Insurance
Experience
Aetna  June 2011 - Present
Accountancy Associates, LLC   December 2008 - May 2009
First Investors Corporation   June 2008 - October 2008
VAS Agencies   May 2007 - August 2007
YMCA of McHenry County  June 2006 - August 2006
YMCA of McHenry County  June 2005 - August 2005

Skills
Financial Analysis, SAS Enterprise Guide, SQL, Microsoft Excel, Access

Education
Augustana College   2004 — 2008
Bachelor, Business Administration; Finance; Economics

Edita Raslova, CFA Edita Raslova, CFA Greater New York City Area Details
Edita Raslova, CFA's First Investors Corporation Experience April 2013 - Present
Job Analyst at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation   April 2013 - Present
MACRO Consulting Group  January 2010 - November 2012
Goldman Sachs  May 2005 - July 2009
Pro-Unlimited, Goldman Sachs on site   February 2004 - April 2005
Across Investment Services   March 2002 - January 2004
Forbes.com  May 2000 - August 2001

Skills
Quantitative Analytics, Quantitative Finance, Quantitative Research, Equity Research, Trading, Equity Valuation, Alternative Investments, Portfolio Management, Asset Managment, Strategic Financial..., Investment Management, Fixed Income

Education
City University of New York-Baruch College - Zicklin School of Business   1998 — 2000
MBA, Finance & Investment

Univerzita Komenského v Bratislave   1990 — 1995
B.S. & M.S., Mathematics & Physics

Maxwell Chmielewski Maxwell Chmielewski Greater Minneapolis-St. Paul Area Details
Maxwell Chmielewski's First Investors Corporation Experience Lead TellerWells Fargo BankAugust 2007 - March 2009
Job Registered Representative at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation   Lead TellerWells Fargo BankAugust 2007 - March 2009

Education
Bemidji State University   2005 — 2009
B.S., Economics

Bemidji High School

Christopher Shanahan Christopher Shanahan San Francisco Bay Area Details
Christopher Shanahan's First Investors Corporation Experience November 2009 - January 2010
Job DirectorInvestment Review at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company  January 2011 - Present
First Investors Corporation   November 2009 - January 2010
Burr Pilger Mayer  June 2008 - April 2009
Momo's Restaurant   September 2006 - May 2008
Gensler  May 2005 - August 2005

Skills
Analysis, Finance, Risk Management, Investments, Real Estate, Microsoft Excel, Microsoft Word, Microsoft Office

Education
University of San Francisco   2007 — 2009
BS, Business Administration; Finance

California State University-Chico   2004 — 2006

Joseph Staszczyk Joseph Staszczyk Rochester, New York Area Details
Joseph Staszczyk's First Investors Corporation Experience September 2009 - Present
Job Financial Services Representative at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation   September 2009 - Present
Fish Window Cleaning  June 2005 - April 2009

Education
Alfred University   2005 — 2009
Bachelors, Business Administration

Britteny Caldwell Britteny Caldwell Greater Seattle Area Details
Britteny Caldwell's First Investors Corporation Experience April 2009 - December 2009
Job at Ramsey & Associates, Inc.
Industry Financial Services
Experience
Ramsey & Associates, Inc.   June 2010 - Present
U.S. Census Bureau -- Census Coverage Management   May 2010 - June 2010
First Investors Corporation   April 2009 - December 2009
Russell Investments  2008 - 2009
Johnson, Stone & Pagano, P.S.   January 2006 - April 2008
Windermere Real Estate  June 2004 - December 2005

Skills
Asset Allocation, Financial Analysis, Accounting, Microsoft Excel, Accounts Receivable, Microsoft Word, Operations Management, Management, Series 65, Mutual Funds, Morningstar Office, Retirement Planning, Financial Reporting, Data Analysis, Databases, Wealth Management, Accounts Payable, Series 6, Finance, Strategic Financial..., Investment Strategies

Education
Boston University - Metropolitan College   2014 — 2015
Financial Planning, BU's Program for Financial Planning

University of Washington   2007 — 2009
Bacholers, Finance

Juan Carlos Armenta Juan Carlos Armenta Phoenix, Arizona Area Details
Juan Carlos Armenta's First Investors Corporation Experience July 2000 - September 2000
Job Bilingual Customer Solutions Associate
Industry Financial Services
Experience
N/A  August 2010 - Present
International Processing & Fulfillment, Inc.   May 2008 - May 2009
Caribe International   January 2007 - November 2007
Chase Bank, N.A.   June 2004 - October 2005
Marquez Bros. Southwest   June 2002 - October 2003
First Investors Corporation   July 2000 - September 2000

Education
Arizona State University - W. P. Carey School of Business   1996 — 2000
Marketing

Claremont McKenna College   1994 — 1996
History, Economics

Edwin Liang Edwin Liang New York, New York Details
Edwin Liang's First Investors Corporation Experience May 2010 - August 2010
Job GlobalFoundries Supply Chain, CSCP
Industry Mechanical or Industrial Engineering
Experience
GLOBALFOUNDRIES  August 2015 - Present
Rensselaer Polytechnic Institute  August 2013 - May 2015
GE  November 2013 - November 2014
GLOBALFOUNDRIES  February 2012 - August 2013
Target  July 2011 - October 2011
First Investors Corporation   May 2010 - August 2010

Skills
Engineering, Six Sigma, Lean Manufacturing, Operations Management, Green Belt, Supply Chain, Industrial Engineering, Data Analysis, Project Management, Leadership, Manufacturing, Continuous Improvement

Education
Rensselaer Polytechnic Institute   2013 — 2015
Master of Business Administration (MBA), Supply Chain Management

Rensselaer Polytechnic Institute   2008 — 2011
Bachelor of Science (B.S.), Industrial Engineering

Bronx High School of Science   2003 — 2007

Binghamton University

Brandon Andrews Brandon Andrews Phoenix, Arizona Area Details
Brandon Andrews's First Investors Corporation Experience September 2008 - June 2009
Job Financial Advisor with Richfield Orion International
Industry Investment Management
Experience
The Vanguard Group  June 2011 - March 2014
Farmers Insurance  August 2009 - June 2011
Roshambo Delivery   2010 - 2010
Roshambo Delivery   2010 - 2010
First Investors Corporation   September 2008 - June 2009

Skills
Risk Management, Mutual Funds, Commercial Insurance, Financial Services, Series 63, Retirement Planning, Insurance, Investments, Series 6, Series 7, Relationship Management, Customer Service, CRM, Strategic Financial..., Marketing, Sales

Education
Arizona State University - W. P. Carey School of Business   2005 — 2008
B.S., Marketing

John D. Saunders III John D. Saunders III Greater Seattle Area Details
John D. Saunders III's First Investors Corporation Experience April 2011 - October 2012
Job Web Developer
Industry Computer Software
Experience
Buildingi  July 2015 - Present
EDG LLC   2005 - July 2015
Bellevue College  November 2014 - June 2015
Ambition In Action   April 2008 - January 2015
self employed  January 2004 - December 2014
Symetra  June 2014 - September 2014
Self Employed  August 2010 - August 2014
First Investors Corporation   April 2011 - October 2012
A Step Above Towncar   September 2007 - December 2011
KCTS 9 TV   June 2009 - September 2009

Skills
Public Speaking, Small Business, Investments, Social Media, Event Planning, Non-profits, Research, Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, Financial Services, Insurance, Marketing Strategy, Sales Management, Negotiation, Advertising, Management, Banking, Loans, Team Building, Account Management, Editing, Time Management, Real Estate, Marketing, Budgets, Finance, Social Networking, Leadership, Sales, Entrepreneurship, Social Media Marketing, Fundraising, Public Relations, Training, Event Management, Leadership Development, Business Planning, New Business Development, Start-ups, Strategy, HTML 5, CSS3, JavaScript, SQL, C#, Final Cut Pro, After Effects, SEO copywriting

Education
Morehouse College   1994 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Antioch University Seattle
BA, Mass Media Comm/ Leadership & Org. Studies

Bellevue College
Associate of Arts and Sciences (AAS), Software Development, 3.7

Bellevue College
Associate of Arts and Sciences (A.A.S.), Digital Media Arts, 3.7

O'dea High School
High School Diploma

Cristina Warren Cristina Warren Greater Los Angeles Area Details
Cristina Warren's First Investors Corporation Experience March 2010 - September 2010
Job Production Accounting Manager Tennis Channel
Industry Entertainment
Experience
The Tennis Channel  January 2015 - Present
R.C. Baral & Company Inc.   July 2012 - December 2014
R.C. Baral   December 2010 - December 2014
R.C. Baral & Co.   September 2010 - August 2012
First Investors Corporation   March 2010 - September 2010
RealtyClean   July 2009 - January 2010
7 For All Mankind  June 2008 - December 2008

Skills
Excel, Customer Relations, Microsoft Office, Planning, Investments, Portfolio Management, Insurance, Microsoft Excel, Customer Service, Budgets, Financial Analysis, Strategic Planning, Project Planning, Financial Reporting, Accounting, Sales, Leadership, Financial Statements, Forecasting, Retail, Analysis

Education
California State Polytechnic University-Pomona   2006 — 2010
Bachelors of Science, Finance and International Business

Chino Hills High School

UCLA
Accounting

Benjamin Pooler Benjamin Pooler Boston, Massachusetts Details
Benjamin Pooler's First Investors Corporation Experience January 2009 - July 2010
Job Billing & Revenue Supervisor at VMTurbo
Industry Computer Software
Experience
VMTurbo  August 2014 - Present
NetCracker  September 2011 - August 2014
dynaTrace Software  August 2010 - August 2011
First Investors Corporation   January 2009 - July 2010

Skills
Microsoft Excel, Microsoft Office, Salesforce.com, SaaS, Solution Selling, Enterprise Software, Accounts Receivable, Invoicing, Customer Service, Revenue Recognition, Revenue Analysis

Education
Bentley University   2005 — 2009
Bachelor's Degree, Finance

Gregg L. Debasitis Gregg L. Debasitis Rochester, New York Area Details
Gregg L. Debasitis's First Investors Corporation Experience 2006 - 2007
Job Trainer, Teacher, Public Speaker, Presenter
Industry Professional Training & Coaching
Experience
University of Rochester  December 2010 - Present
Eagle Productivity Solutions  December 2007 - February 2010
First Investors Corporation   2006 - 2007
Lynn Public Schools  1989 - 2006

Skills
Public Speaking, Leadership, Training, Management, CRM, Coaching, Workshop Facilitation, Technical Writing, Training Delivery, Curriculum Development, Employee Training, Captivate, Teaching, Curriculum Design, Classroom Management, Instructor-led Training, Instructional Design

Education
Boston University   1983 — 1989
BS, Education

Salem State University
Earned credits towards a Masters Degree in History

Katherine Pouns Katherine Pouns Dallas, Texas Details
Katherine Pouns's First Investors Corporation Experience February 2010 - August 2010
Job Medical Student
Industry Health, Wellness and Fitness
Experience
UT Southwestern Medical Center  August 2015 - Present
PhysAssist Scribes, Inc  August 2014 - May 2015
Galway Group  August 2010 - May 2013
First Investors Corporation   February 2010 - August 2010
First Investors Corporation   February 2010 - May 2010

Skills
Data Analysis, Financial Modeling, Research, Economics, Financial Analysis, Microsoft Excel, Statistics, Analysis, Microsoft Office, PowerPoint, Public Speaking, Qualitative Research

Education
University of Houston   2013 — 2014
Pre Med Post Baccalaureate, Premed

Rice University   2006 — 2010
B.A., History, Asian Studies

Beijing Foreign Studies University   2008 — 2008

Shawn Rabin Shawn Rabin Greater New York City Area Details
Shawn Rabin's First Investors Corporation Experience May 2000 - September 2000
Job Accounts Receivable Manager
Industry Accounting
Experience
US Pharma Lab  March 2010 - Present
PNC Financial Services Group  June 2007 - March 2010
US Army  March 2002 - March 2010
Valley National Bank  May 2003 - June 2007
First Investors Corporation   May 2000 - September 2000

Skills
Accounts Receivable, QuickBooks, Microsoft Excel, ERP Implementations, Accounts Payable, Employee Benefits, Lotus Notes, Inventory Valuation, Accounting

Education
Brookdale Community College   2003 — 2004
Associate's degree, Social Sciences

NJIT   1998 — 2002
Computer Engineering

Marlboro High School   1994 — 1998

Cara Bloncourt Cara Bloncourt Greater New York City Area Details
Cara Bloncourt's First Investors Corporation Experience June 2010 - December 2010
Job Associate Consultant at Risk Management International, Ltd.
Industry Insurance
Experience
Risk Management International, Ltd.   December 2014 - Present
Risk Management International, Ltd.   May 2011 - December 2014
Target  May 2008 - September 2011
Merrill Lynch  February 2011 - May 2011
First Investors Corporation   June 2010 - December 2010

Skills
Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Marketing, Risk Management, Microsoft Word, Customer Service, Consulting, Internet, Research, Typing, Windows, Youth Development, Youth Ministry

Education
St. John's University   2014 — 2016
Master of Business Administration (M.B.A.), International Business

Adelphi University   2007 — 2011
Bachelor's of Science, Finance

Darren Van Cott Darren Van Cott Greater Denver Area Details
Darren Van Cott's First Investors Corporation Experience June 2009 - Present
Job Representative at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation   June 2009 - Present

Education
California State Polytechnic University-Pomona
Bachelor of Science

Robert Balan Robert Balan Greater New York City Area Details
Robert Balan's First Investors Corporation Experience August 2009 - December 2009
Job Mortgage Loan Officer at Bank of America
Industry Banking
Experience
Bank of America  February 2015 - Present
Capital One  August 2014 - February 2015
JP Morgan Chase  May 2010 - January 2014
First Investors Corporation   August 2009 - December 2009

Skills
Mortgage Lending, Loans, Finance, Real Estate, First Time Home Buyers, Investments, Banking, Credit, Financial Services

Education
Binghamton University   2005 — 2009
BA, Economics

Daniel Valladares Daniel Valladares Greater Boston Area Details
Daniel Valladares's First Investors Corporation Experience January 2010 - July 2010
Job Petroleum Dispatcher at BJ's Wholesale Club
Industry Oil & Energy
Experience
BJ's Wholesale Club  September 2011 - Present
BJ's Wholesale Club  September 2010 - September 2011
First Investors Corporation   January 2010 - July 2010

Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Finance, Microsoft Word, Accounting, Financial Reporting, Outlook, Customer Service, Financial Modeling, Team Building, Strategic Financial..., Investments

Education
Boston College   2006 — 2010
Bachelor, Finance, Human Resource Management

Robert M. Flanagan Robert M. Flanagan Greater New York City Area Details
Robert M. Flanagan's First Investors Corporation Experience February 1994 - April 2011
Job Past President of First Investors Corporation
Industry Financial Services
Experience
Semi-retired (at least for now!)   May 2011 - Present
First Investors Corporation   February 1994 - April 2011

Skills
Mutual Funds, Marketing, Series 6, Public Speaking, Strategic Planning, Investments, Retirement Planning, Fixed Annuities, Series 63, Marketing Strategy, Asset Allocation, Series 7

Education
Boston College   1978 — 1982
BS, Operations Management

Winthrop High School   1975 — 1978

Noah Greco Noah Greco United States Details
Noah Greco's First Investors Corporation Experience January 2006 - April 2009
Job Program Specialist at Weill Cornell Medical College
Industry Hospital & Health Care
Experience
Weill Cornell Medical College  January 2014 - Present
New York-Presbyterian Hospital/Weill Cornell Medical Center  April 2009 - January 2014
First Investors Corporation   January 2006 - April 2009

Skills
Healthcare Management, Healthcare, Public Health, Healthcare Industry, Hospitals, Nonprofits, Microsoft Office, Microsoft Excel, Data Analysis, Outlook, PowerPoint, Access, Microsoft Word, Research, Healthcare Information..., Databases, Data Management, Operations Management, Managerial Finance, Financial Accounting, Finance, Health Economics, Economics, Statistical Modeling, Business Planning, Advertising, Recruiting, Strategy, Analysis

Education
City University of New York-Baruch College - Zicklin School of Business   2010 — 2013
Master of Business Administration (MBA), Healthcare Administration

State University of New York College at Purchase   2005 — 2007
Bachelor of Arts (B.A.), Liberal Studies

Chad Cochran Chad Cochran Greater New York City Area Details
Chad Cochran's First Investors Corporation Experience June 2011 - August 2011
Job RIA Regional Consultant at AB
Industry Financial Services
Experience
AB  September 2015 - Present
AllianceBernstein  April 2014 - August 2015
AllianceBernstein  January 2013 - April 2014
US Trust  June 2012 - August 2012
Boston College Carroll School of Management  September 2011 - May 2012
First Investors Corporation   June 2011 - August 2011
Black Rock Yacht Club  June 2008 - August 2010

Education
Boston College - Carroll School of Management   2008 — 2012
Bachelor of Science (B.S.), Finance, Economics, Marketing

Jenny Jenewein Jenny Jenewein Pasadena, California Details
Jenny Jenewein's First Investors Corporation Experience May 2010 - December 2011
Job Licensed Sales Assistant
Industry Financial Services
Experience
Financial Services  February 2012 - Present
First Investors Corporation   May 2010 - December 2011

Skills
Finance, Financial Services, Mutual Funds, Investments, Retirement Planning, Series 63, Insurance, Strategic Financial..., Financial Analysis, Microsoft Excel, Life Insurance, Sales, Asset Management

Education
California State University-Los Angeles   2008 — 2010
Bachelors of Science, Business Administration specializing in Finance

Jay Choe Jay Choe Gaithersburg, Maryland Details
Jay Choe's First Investors Corporation Experience May 2011 - August 2011
Job
Industry Financial Services
Experience
Good Will Theatre   March 2011 - Present
Center for Technology and Innovations   February 2011 - Present
First Investors Corporation   May 2011 - August 2011
Dr. Garabed A. Fattal Community Free Clinic   December 2010 - January 2011

Skills
Microsoft Office, HTML, JavaScript, Management

Education
Binghamton University   2008 — 2012
Bachelor of Science, Harpur - Economics/Financial Economics

State University of New York at Binghamton   2008 — 2012
BS, Economics

Kerrie Valangevicia Kerrie Valangevicia United States Details
Kerrie Valangevicia's First Investors Corporation Experience 2010 - Present
Job
Industry
Experience
First Investors Corporation   2010 - Present

Education
California University of Pennsylvania   2000 — 2002
M.S. Counseling, Counseling Psychology

Indiana University of Pennsylvania
B.A. psychology

Ringgold High School

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