First Investors Corporation
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First Investors Corporation Employees
Buckley Beal, LLP September 2011 - Present
Ogletree Deakins September 2010 - July 2011
Mercer University August 2008 - May 2011
Irvin and Kessler, LLC May 2010 - July 2010
Congressman Jim Marshall August 2009 - December 2009
Professor Sue Painter-Thorne May 2009 - July 2009
Bibb County Superior Court, Judge Martha Christian May 2009 - July 2009
Slutzky, Wolfe & Bailey August 2007 - July 2008
First Investors Corporation February 2007 - August 2007
Zirkle and Hoffman L.L.P July 2005 - August 2005
Skills
Labor and Employment Law, Litigation, Federal Employment Law, Employment..., Contract Negotiation, Employment Law, Licensing, Depositions, Legal Research, Legal Writing, Motions, Westlaw, Civil Litigation, Mediation, Corporate Law, Courts, Trials, Appeals
Education
Mercer University - Walter F. George School of Law 2008 — 2011
JD, Law (Labor and Employment)
The University of Georgia 2003 — 2007
BA, Anthropology
Flint Hills Resources May 2015 - Present
Compressor Controls Corporation November 2014 - May 2015
Flint Hills Resources July 2012 - November 2014
Georgia-Pacific LLC April 2011 - July 2012
Georgia-Pacific LLC February 2010 - April 2011
First Investors Corporation May 2009 - August 2009
Skills
College Recruiting, Employee Relations, Training, Human Resources, PeopleSoft, HRIS, Applicant Tracking..., FMLA, Talent Acquisition, Onboarding, Continuous Improvement, Benefits Administration, Coaching, HR Policies, Interviews, Leadership, Leadership Development, Management, New Hire Orientations, Performance Management, Personnel Management, Deferred Compensation, Recruiting, Succession Planning, Labor Relations, Organizational...
Education
Michigan State University 2005 — 2009
Bachelor's of Science, Human Resources Management
South Lyon
Rivermark Community Credit Union April 2012 - Present
eSpin Technologies Inc March 2011 - July 2011
Chattanooga Wrestling Club September 2009 - July 2011
Clatsop Community Bank June 2008 - August 2009
MBank February 2008 - April 2008
First Investors Corporation 2007 - 2007
Skills
Financial Analysis, Accounting, Account Reconciliation, Financial Modeling, Finance, Management, Cash Flow, Auditing, Credit, Internal Audit, General Ledger, Bloomberg, Accounts Payable, Accounts Receivable, Program Management
Education
The University of Tennessee at Chattanooga 2009 — 2011
Master in Business Administration, Finance, 3.8 GPA
Pacific University 2004 — 2008
Bachelor of Arts, Business Administration; Accounting
Commerce Bank & Trust July 2013 - Present
Citizens Bank April 2010 - June 2013
Citizens Bank September 2008 - April 2010
Sovereign Bank April 2006 - September 2008
Circuit City November 2002 - April 2006
First Investors Corporation February 2005 - November 2005
Skills
Notary Public, Retail Banking, Commercial Banking, NMLS Licensed, Microsoft Office, Sales Management, Lines Of Credit, Consumer Lending, Mortgage Lending, Loans, Banking, Small Business Lending, Branch Management, Branch Banking, Loan Origination, Credit, Credit Analysis
Education
New England School for Financial Studies 2015 — 2016
Merrimack College 2001 — 2005
Bachelor Degree, Business Administration - Finance
Providence Portland Medical Center September 2013 - Present
Robert W. Franz Cancer Research Center March 2012 - September 2013
TEKsystems October 2010 - September 2011
TEKsystems November 2009 - October 2010
First Investors Corporation June 2009 - August 2009
Skills
Healthcare, Business Development, Sales, Medical-Surgical, Account Management, Recruiting, Management, Staffing Services, Networking, Technical Recruiting, Customer Service, Microsoft Office
Education
Portland State University 2012 — 2014
Post-Baccalaureate Pre-Med
Oregon State University 2004 — 2009
Bachelor's degree, Business Administration - Finance and Entrepreneurship
Jesuit High School 2000 — 2004
The Standard March 2015 - Present
The Standard January 2014 - Present
The Standard April 2013 - January 2014
First Investors Corporation January 2011 - April 2013
The Limited August 2010 - January 2011
Franklin College Switzerland September 2005 - May 2009
Skills
PowerPoint, Equities, Financial Analysis, Social Media, Microsoft Office, French, Investments, Strategic Financial..., Microsoft Excel, Financial Services
Education
Liverpool Hope University 2009 — 2010
MA, The Beatles, Popular Music & Society
Franklin College Switzerland 2005 — 2009
BA, Business, Cultural Studies
Associated Steel Corporation May 2015 - Present
WinWholesale June 2014 - May 2015
Lightning Bolt & Supply, Inc April 2012 - June 2014
BJ's Restaurants, Inc. February 2009 - August 2012
First Investors Corporation June 2011 - September 2011
Al Copeland Investments October 2003 - February 2009
Education
Louisiana State University 2005 — 2012
Bachelor's degree, Studies in Organizations
University of New Orleans 2003 — 2005
Brother Martin
USAA September 2010 - Present
USAA June 2007 - September 2010
First Investors Corporation May 2006 - May 2007
Skills
Competitive Analysis, Market Research, Competitive Intelligence, Market Analysis, Financial Analysis, Financial Services, Analysis, Strategy, Analytics, Data Analysis, Business Analysis, Business Intelligence, Cross-functional Team..., Segmentation
Education
University of the Incarnate Word 2008 — 2010
MBA, Business Administration
Our Lady of the Lake University 2001 — 2006
BBA, E-business and Entrepreneurship
Chatham High School September 2015 - Present
First Investors Corporation May 2013 - July 2015
The Walt Disney Company September 2012 - June 2014
Skills
Music, Customer Service, Social Networking, Microsoft Office, PowerPoint, Social Media, Public Speaking, Event Planning, Press Releases, Fundraising, Blogging, Event Management
Education
Montclair State University 2015 — 2017
Master's Degree, Counselor Education/School Counseling and Guidance Services
The College of New Jersey 2008 — 2012
Bachelor of Arts (BA), Music (Flute)
Scotch Plains Fanwood High School 2004 — 2008
The Bozzuto Group February 2015 - Present
The Bozzuto Group January 2014 - February 2015
The Bozzuto Group March 2013 - January 2014
Mosaic Sales Solutions October 2010 - March 2013
Mosaic Sales Solutions May 2010 - October 2010
First Investors Corporation June 2009 - May 2010
Mosaic Sales Solutions June 2007 - May 2010
Mosaic Sales Solutions November 2009 - January 2010
Skills
Social Media Marketing, Experiential Marketing, Marketing Strategy, Product Demonstration, Customer Service, Leadership
Education
State University of New York at Albany 2006 — 2010
B.S., Business Administration
National University of Ireland, Galway 2008 — 2008
Irish Studies
JP Morgan Chase April 2011 - Present
Wells Fargo Bank May 2009 - April 2011
First Investors Corporation November 2007 - May 2009
Skills
Banking, Credit, Mutual Funds, Consumer Lending, Retirement Planning, Small Business Lending, Retail Banking, Lines Of Credit, Insurance, Customer Service, Retirement, Cross Selling, Branch Management, Sales, Microsoft Excel, Cold Calling, Team Building, Leadership, Microsoft Office, PowerPoint, Building Relationships, Strategic Planning, Coaching, Sales Management, Customer Retention, Time Management
Education
Oregon State University 2003 — 2008
Business, Finance
Butterfass Pepe Group March 2013 - Present
BNY Mellon March 2007 - December 2012
AXA Distributors March 2003 - February 2007
Wachovia, A Wells Fargo Company January 2002 - March 2003
First Investors Corporation July 2000 - November 2001
Skills
Series 63, Life Insurance, Fixed Income, Fixed Annuities, Relationship Management, Wealth Management..., Asset Allocation, Equities, Retirement Planning, Alternative Investments, Financial Advisory, Series 7, Uniform Combined State..., Mutual Funds, Asset Managment, IRAs, Financial Markets, Capital Markets, Separately Managed..., Asset Management, Securities, Private Equity, Investment Management, Investment Strategies, ETFs, Investment Advisory, Wealth Management, Due Diligence, Portfolio Management, Hedge Funds, Investments, Finance, FINRA, Financial Services, Bonds, Management
Education
New Jersey Institute of Technology 2002 — 2005
MBA, Financial Management
New Jersey Institute of Technology 1995 — 2000
BSE, Chemical Engineering
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
JPMorgan Chase July 2010 - Present
First Investors Corporation June 2009 - September 2009
Tomba Construction, LLC September 2006 - July 2008
Education
Oregon State University 2004 — 2009
Bachelor's Degree, Business Admin: Marketing Management/Entrepreneurship
EDWARD J. JEFFREY November 2013 - Present
EDWARD J. JEFFREY, CPA PC November 1994 - Present
FIRST INVESTORS CORPORATION November 2007 - May 2008
TUCSON MECHANICAL June 1982 - August 1982
Black Angus Steakhouse August 1979 - June 1980
Skills
Income Tax, Tax, Accounting, LLC, Tax Preparation, Partnership Taxation, Tax Returns, Corporate Tax, Bookkeeping, QuickBooks, Financial Reporting, Preparation, Financial Statements, Financial Planners
Education
LUBBOCK CHRISTIAN 1981 — 1984
B.S. BUSINESS ADMINISTRATION, Business Administration and Management, General
Lubbock Christian University 1981 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Seattle Social December 2012 - Present
Belltown Billiards June 2012 - May 2013
GMR Marketing July 2011 - May 2012
Switch July 2011 - December 2011
Xendoor.com October 2010 - June 2011
First Investors Corporation May 2010 - February 2011
Skills
Marketing Strategy, Marketing Management, Social Media Marketing, Event Planning, Marketing, Online Marketing, Event Management, Events, Events Coordination, Social Media, Social Networking, Events Organisation, Coordinating Events, Nightlife, Nightclub, Restaurants, Sales Presentations, French, Facebook, Relationship Marketing, Marketing Communications, Trade Shows, Brand Awareness
Education
Morehouse College 2005 — 2010
BA, Business- Marketing
ABS 2008 — 2008
Hormel Foods May 2015 - Present
Hormel Foods January 2014 - May 2015
Hormel Foods April 2013 - January 2014
Verizon Wireless June 2010 - April 2013
Verizon Wireless November 2009 - June 2010
Metro Sales November 2008 - October 2009
First Investors Corporation January 2008 - September 2008
Education
Minnesota State University, Mankato 2003 — 2008
Marketing, Management
Citizens & Northern Bank May 2005 - Present
C&N Investment Services October 2011 - Present
UVEST Financial Services May 2005 - October 2011
First Investors Corporation June 1998 - May 2005
Education
Liberty University 2010 — 2015
Bachelor’s Degree, Business Administration and Management, General
Linden High School 1992 — 1996
Raymond James August 2010 - Present
First Investors Corporation August 2000 - August 2010
Skills
Mutual Funds, 401k, Retirement, Series 63, Investments, Financial Services, Business Development
Education
Madonna University
Bachelor of Arts in Interdisciplinary Studies, GPA 3.8/4.0, degree conferred with honors
Wayne State University
Robintek September 2015 - Present
Coldwell Banker King Thompson May 2011 - September 2015
Horizon Science Academy High School March 2011 - June 2014
RevLocal February 2013 - September 2013
JP Morgan Chase October 2009 - January 2011
First Investors Corporation April 2009 - September 2009
M/I Homes August 2007 - March 2009
Alliance Data May 2006 - July 2007
Skills
Marketing, Social Media Marketing, Social Media, Online Marketing, Social Networking, Customer Service, Web Marketing, Facebook, Advertising, Sales, Blogging, Marketing Strategy, Online Advertising, Entrepreneurship, SEO, Public Relations, Email Marketing, Leadership, Account Management, Digital Marketing, Media Relations, Marketing Communications, Small Business, Educational Leadership, Training & Development, Promotions, Team Leadership, Microsoft Excel, Direct Marketing, Lead Generation, New Business Development, Employee Training, SEM, Google Analytics, Public Speaking, Event Planning, Event Management, Selling, Budgets, Market Research, Business Development, PPC, Paid Search Strategy, Paid Search Campaigns
Education
Otterbein College 2001 — 2005
B.A., Business Administration
Westerville South 1997 — 2001
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. November 2013 - January 2015
Bank of America November 2012 - November 2013
Bank of America February 2011 - November 2012
Macy's June 2010 - February 2011
Long Island University August 2009 - May 2010
State Farm Insurance June 2009 - December 2009
First Investors Corporation May 2009 - August 2009
Fancy Food Show June 2008 - July 2008
Skills
Microsoft Office, Notary Public, Italian, Spanish, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Customer Service, Building Customer..., Retail Banking, Bank Operations, Administrative Support, Office Administration, Cash Management, Training & Development, Staff Training, PeopleSoft, Taleo, Interviewing, Leadership Development, Sales Management, Fundraising, IBM Mainframe, Forecasting, Trending, Balancing Budgets, Compliance, Reconciling Reports, Regulatory Affairs, Deposits, Account Management, Personnel Supervision, Training, Mentoring, Personal Budgeting, cash flow administration, Human Resources, Research, Analysis, Strategies, Leadership, Project Planning, Project Management, Interviews, Banking, Business Planning, Business Strategy, Credit, Finance
Education
Long Island University, C.W. Post Campus 2012 — 2013
MBA, Business Administration and Management, General
Bank of America 2011 — 2011
Leadership & Investing In Your Success, Organizational Leadership
LIU Post 2008 — 2010
Bachelor of Science, Finance
Salisbury University 2006 — 2008
Finance
Model Congress
Sandy Schussel, LLC January 1998 - Present
First investors Corporation April 2005 - February 2011
Brass Ring Coaching January 2003 - December 2010
First Investors Corporation March 2000 - April 2005
Business Development Institute May 1993 - December 1998
Law Offices January 1978 - January 1993
Skills
Coaching, Public Speaking, Small Business, Leadership Development, Sales, Team Building, Training, Personal Development, Business Networking, Entrepreneurship, Leadership, Strategic Planning, Management, Sales Management, Executive Coaching, Customer Retention, Networking, New Business Development, Business Development, Business Coaching, Time Management, Social Media Marketing, Team Leadership, B2B, Strategy, Marketing, Marketing Strategy, Account Management, Motivational Speaking, Business Planning, Social Networking, Start-ups, Direct Sales, Selling, Organizational..., Lead Generation, Workshop Facilitation, Employee Training, Selling Skills, Presentation Coaching, Emotional Intelligence, Career Development, Life Coaching, Management Consulting, Personal Branding, Organizational..., Consulting, Executive Development, Executive Management, Lifestyle Coaching
Education
University of Pennsylvania
Bachelor of Arts (B.A.)
New England School of Law
Doctor of Law (J.D.)
Aon Hewitt Investment Consulting January 1994 - Present
Hewitt EnnisKnupp, an Aon Company January 1994 - December 2014
First Investors Corporation 1992 - 1994
Motorola 1990 - 1992
Skills
Investments, Pensions, Management Consulting, Pension Funds, Asset Management, Alternative Investments, Credit, Financial Modeling, Financial Analysis, Management, Defined Benefit, Asset Allocation, Investment Management, Equities, Fixed Income, Real Estate, Defined Contribution
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA, Finance and Strategy
The University of Chicago 1986 — 1990
BA, Economics
Wells Fargo Securities January 2014 - Present
Wells Fargo Securities, LLC February 2008 - December 2013
First Investors Corporation June 2007 - August 2007
Skills
Commodity, Financial Modeling, Capital Markets, Derivatives, Equities, Fixed Income, Back Office, Financial Markets, Options, Bonds, Finance, Financial Risk, Securities, Middle Office
Education
Michigan State University 2005 — 2007
Bachelors, Finance
Airbnb August 2015 - Present
Genentech July 2013 - July 2015
Genentech December 2012 - July 2013
Genentech July 2012 - December 2012
Sharkwire, Inc. January 2012 - July 2012
First Investors Corporation May 2011 - January 2012
Skills
Microsoft Excel, Ariba, Purchasing, Process Improvement, Purchasing Processes, Cross-functional Team..., SAP, Supply Chain, Project Management, Master Data Management, Change Management, Supplier Relationship..., Contract Management, Negotiation, Influence Others, Business Objects, Tableau, Business Intelligence
Education
Menlo College 2007 — 2011
BS, Finance
Elk Grove High School 2003 — 2007
HS Diploma
Pinnacle Private Wealth January 2011 - Present
First Investors Corporation June 2007 - January 2011
Skills
Retirement Planning, Strategic Financial..., Wealth, Estate Planning, Financial Planners, Financial Services, Securities, Management, Tax, Financial Advisory, Portfolio Management, Finance, FINRA, Series 7, Wealth Management..., Investments, Uniform Combined State..., Personal Finance, Series 63, Life Insurance, Business Planning, Mutual Funds, Wealth Management, Asset Allocation
Education
Merrimack College 2004 — 2008
BS-Business Administration, Finance
Arlington Catholic High School 2000 — 2004
EY August 2014 - Present
Citrin Cooperman January 2014 - May 2014
Marist College January 2013 - May 2014
Northwestern Mutual: Bleakley, Schwartz, Cooney & Finney, LLC March 2011 - January 2013
First Investors Corporation May 2010 - February 2011
Skills
Asset Allocation, Investment Strategies, Office Administration, Insurance, Investments, Portfolio Management, Life Insurance, Strategic Financial..., Mutual Funds, Microsoft Excel, Fixed Income, PowerPoint, Series 63, Microsoft Word, Series 6, Accounting
Education
Marist College 2012 — 2014
Bachelor of Science (BS), Accounting
Marist College 2006 — 2010
BS, Business Administration Finance, Spanish
Ramapo High School 2002 — 2006
High School Diploma, General Education
La Universidad de Carlos III
IBEW Local Union 1249 September 2010 - Present
First Investors Corporation January 2009 - December 2009
MB&L Parking Solutions October 2006 - May 2009
Noonan Exterior Designs, LLC January 2005 - January 2009
Tuxedo Ridge LLC December 2006 - January 2007
Skills
OSHA 10, Power Distribution, Transmission Lines, Substation, Power Generation, Rigging, Confined Space Rescue, Confined Space, Electrical Equipment, Electrical Contracting, Electrical Safety, Line Maintenance, Cpr Certified, First Aid, Financial Services, CRM, Finance, Financial Analysis, Accounting, Managerial Finance, Mutual Funds, Microsoft Excel, Risk Management, PowerPoint, Microsoft Office
Education
Marist College 2005 — 2009
Bachelor of Science, Business Administration (Major)
Storr Office Environments April 2006 - Present
Dynamic Office January 1989 - March 2006
First Investors Corporation November 1988 - December 1989
United States Army January 1986 - September 1988
Skills
Furniture, Space-planning, Interior Design, Move Management, Purchasing, Selling, Inventory Management, Furniture Brokering, Team Building, Sales&Marketing, Purchasing Negotiation, Sales, Space planning, Furnishings, Facilities Management, FF&E, Leadership, Finish, Custom Furniture, Flooring, Systems Furniture, Workplace Design, Wood, Seating, Floor Plans, Hedberg, Reconfigurations, Carpet, Casegoods, CAFM, Cubicles, CAP 20/20, Renovation, Furniture Cleaning, Space Planning
Education
Penn State University 1980 — 1984
BS, Business Management/Industrial Psychology
Bro ward Design Center August 2014 - Present
Crossfit Muscle Farm October 2013 - Present
Abercrombie & Fitch May 2013 - February 2014
Tesse Maes January 2013 - May 2013
Sup Bro Apparel May 2011 - January 2013
First Investors August 2012 - December 2012
First Investors Corporation February 2012 - August 2012
DFMOMusick.com July 2011 - April 2012
Pedal Express September 2010 - February 2011
Roadview Nursey June 2010 - August 2010
Skills
Advertising, Blogging, Sales, Microsoft Office, Management, Research, Financial Analysis
Education
Louisiana State University 2008 — 2012
Bachelor of Arts (B.A.), International/Global Studies
Louisiana State University 2008 — 2012
Bachelor of Arts, International Studies
Numerica Credit Union September 2013 - Present
Banner Bank November 2010 - September 2013
Banner Bank September 2009 - November 2010
Banner Bank September 2008 - September 2009
First Investors Corporation June 2007 - July 2008
Skills
Banking, Consumer Lending, Lines Of Credit, Retail Banking, Commercial Banking, Mortgage Lending, Branch Banking, Cross Selling, Deposits, Financial Services, Branch Management, Banking Relationships, Cash Management, Credit Analysis, Credit Risk, Loans, Underwriting
Education
Lewis-Clark State College 2002 — 2007
Bachelors of Science, Business Administration
Physical Therapy Health Services November 2011 - Present
Workbridge Associates May 2011 - July 2011
First Investors Corporation June 2010 - October 2010
United Nations August 2007 - December 2007
Skills
International Relations
Education
Northeastern University 2004 — 2009
Bachelor of Arts, International Affairs
The American College January 2010 - Present
Insurance Training Services of New York 2000 - Present
Forest Hills Financial Group 2010 - 2010
MetLife 2003 - 2009
MetLife 2003 - 2009
First Investors Corporation 1993 - 2002
Education
LIU Post 1976 — 1978
BA, Communications
First Investors Corporation July 2014 - Present
ECPI University January 2011 - June 2012
Genworth Financial August 2006 - October 2010
Hilton Garden Inn- NY 2003 - 2006
Skills
Outlook Express, QuickBooks, Interview Skills, Appointment Scheduling, Reports, Customer Service, Case Management Services, Team Building, Account Management, Sales Support Tools, Office Administration, Social Networking, Creative Writing, Program Management, Teamwork, Sales, Project Management, New Business Development, Administrative..., Interviews, Recruiting, Administrative..., Training, Insurance, Microsoft Office
Education
Liberty University 2012 — 2015
Master's degree, Mental Health Counseling
University of Phoenix, Richmond, VA 2009 — 2011
Master's degree, Business, Management, Marketing, and Related Support Services
University of Phoenix, Richmond VA 2007 — 2009
Bachelor's degree, Communications and Media Studies
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
MF Global May 2010 - August 2010
First Investors Corporation June 2009 - August 2009
Skills
Financial Modeling, Excel, Accounting, Bloomberg, Microsoft Office, Capital IQ
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2013
MAS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2009 — 2012
Finance and Accounting
Nanyang Technological University 2011 — 2011
Business Study Abroad Program
Stevenson High School 2006 — 2009
Viridian Energy June 2015 - Present
Wells Fargo February 2013 - June 2015
First Investors Corporation June 2011 - February 2013
Georgia Avenue Community Development Task Force June 2010 - September 2010
Delta Air Lines October 2008 - May 2010
Skills
Retirement Planning, Financial Accounting, Investments, Financial Analysis, Leadership, Customer Service, Social Networking, Public Speaking, Finance, Marketing, Credit Restoration, Analysis, Credit, Management, Research, Nonprofits, Social Media
Education
Morehouse College 2007 — 2011
Bachelor's, Accounting
McKinley Technology Senior High School 2003 — 2007
Major in Information Technology
Keller Williams Realty Professionals March 2014 - Present
Northwestern Mutual April 2012 - March 2014
First Investors Corporation June 2011 - August 2011
Stellmacher Farms June 2003 - June 2010
Skills
Financial Analysis, Retirement Planning, Disability Insurance, Strategic Financial..., Management, Life Insurance, Sales, Financial Planning, Marketing, Microsoft Excel, Customer Service, Public Speaking
Education
Linfield College 2011 — 2013
Bachelor's degree, Finance, General
Oregon State University 2005 — 2010
OSP Prevention Group, Inc 2013 - 2014
Wells Fargo Home Mortgage June 2011 - August 2012
Bank of America August 2010 - June 2011
Acclaim Mortgage, Inc. 1994 - 2007
Alliance Property Group 2000 - 2003
Guaranty Financial Press 1989 - 2003
Murphy and Murphy, Small Business Consulting January 1997 - December 2000
Weldon Sullivan Hudson & Company 1990 - 1994
First Investors Corporation 1987 - 1989
Montgomery Key & Murphy 1985 - 1987
Skills
Mortgage Lending, Loans, FHA, Credit, Investments, Financial Analysis, Credit Analysis, Strategic Financial..., Finance, Real Estate, Investment Properties, Financial Services, Strategic Planning, Sales, Negotiation, Loan Origination, First Time Home Buyers, Management, Residential Mortgages, Team Building, Leadership, Refinance, Mortgage Banking, Fixed Annuities, Mortgage Underwriting, Automated Underwriting..., Offset Printing, Commercial Lending, Analysis, Selling, Real Estate Financing, Small Business, Municipal Finance, Investment Banking, Financial Printing, RE Development, Non-profit Leadership, Wall Street, Public Speaking, Writer, RE Loan Closer, Financial Planning, Broker Dealer Compliance, Municipal Bond..., Affordable Housing, Municipalities, Municipal Services, Financial Services..., Small Business..., Business Travel
Education
Thomas Jefferson HS, Denver, CO 1976 — 1979
Diploma
Metropolitan State College of Denver
Pollicella Insurance Agency August 2008 - Present
Direct Medical Equipment December 2001 - October 2013
Charter One Bank 1998 - December 2001
First Investors Corporation 1996 - 1998
Skills
JCAHO, Insurance, Healthcare, Health Insurance, Medicare Part D, Disability Insurance, Term Life Insurance, Medicare, Sales, Strategic Planning, Medical Coding, Supplemental Insurance, Medicare Supplements, Provider Relations, Account Management, Marketing, HMO, Managed Care, Medicaid, Long-term Care, Underwriting, Small Business, Life Insurance, Indexed Annuities, Time Management, Fixed Annuities, Liability, Risk Management, Workers Compensation, Commercial Insurance, Employee Benefits, Strategic Financial..., Financial Services, Health Savings Accounts, Whole Life, Long Term Care Insurance, General Insurance, Claim, Property & Casualty..., Critical Illness, Accident, Training, Selling, Management, Start-ups
Education
Northwood University 1991 — 1995
BBA
Northwood University 1991 — 1993
Associate's degree
West Bloomfield High School 1987 — 1991
Nasdaq June 2013 - Present
Thomson Reuters June 2010 - May 2013
Thomson Reuters July 2008 - March 2010
Thomson Reuters January 2007 - July 2008
Reuters Financial Software November 2004 - January 2007
First Investors Corporation June 2004 - September 2004
Skills
Salesforce.com, Account Management, Financial Markets, Sales, Customer Service, Cold Calling, Sales Process, B2B, Strategy, Financial Services, CRM, Relationship Management, Market Data, Solution Selling, Direct Sales, Selling, Lead Generation
Education
Minnesota State University, Mankato 2000 — 2004
Finance
Miami Agency January 2013 - Present
New England Financial January 2009 - December 2012
First Investors Corporation 2003 - 2008
Skills
Retirement, Insurance, Securities, Estate Planning, Investments, Asset Allocation, Financial Services, Wealth Management, Strategic Financial..., Employee Benefits, Series 7, Fixed Annuities, Small Business, Mutual Funds, Executive Benefit..., Retirement Planning, Succession Planning, Investment Advisory, Credit, Alternative Investments, Finance, Roth IRA, Life Insurance, Long Term Care Insurance, Wealth Management..., Portfolio Management, IRAs, Pensions, Asset Management, Consumer Lending, Disability Insurance, Long-term Care, Fixed Income, Wealth Accumulation, Loans, Health Insurance, Series 63, Mortgage Lending, Banking, FINRA, Equities, Series 65, 401k Rollovers, Financial Advisory, 401k, Variable Annuities, Financial Planners, Wealth, Uniform Combined State..., Series 6
Education
Miami Dade College
Nasdaq August 2015 - Present
inVentiv Health Clinical July 2013 - October 2014
Robert Wood Johnson Fitness & Wellness Center January 2013 - May 2013
First Investors Corporation June 2012 - July 2012
Rutgers University September 2011 - December 2011
Friends Of Gujarat ORG July 2010 - October 2010
Indus American Bank January 2008 - September 2009
Kohls March 2007 - June 2007
Skills
Time management skills, interpersonal..., Creative thinking skills, Customer Service, Problem Solving, Employee Relations, Phone Skills, SHRM, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Recruiting, Human Resources, Time Management, Microsoft Office, Event Planning, Management, Interviews, OrgPlus, PeopleSoft, ADP Payroll, Ultipro, Data Entry, Telephone Skills, Interpersonal..., Critical Thinking
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
Bachelor's Degree, Human Resource Management, Minor in Psychology, 3.5
Middlesex County College 2009 — 2011
Associate, Business Administration, 3.5
A.G High School 2002 — 2006
Diploma, Management
eMoney Advisor February 2015 - Present
eMoney Advisor November 2011 - Present
First Investors Corporation April 2009 - September 2011
Public House June 2008 - March 2009
WLOY Radio January 2005 - May 2008
Skills
Management, Series 63, Strategic Financial..., Series 6, Customer Service, Financial Services, Marketing, Radio Advertising, Radio Promotions, Event Planning, Manage Client..., Sales Presentations, Office Administration, Seminar Marketing, Employee Training, Email Marketing, Graphic Design, Adobe Creative Suite, Advertising, Training, Account Management, Sales, Financial Planning, CRM
Education
Boston University 2013 — 2014
CFP Program
Loyola College in Maryland 2004 — 2008
B.A., Communication- Advertising & Public Relations, Business Marketing
Monash University 2006 — 2006
B.A., Communication
Eastern High School 2000 — 2004
The Goodyear Tire & Rubber Company June 2014 - Present
Geometry Global October 2013 - June 2014
JWT Action July 2012 - October 2013
JWT Action August 2010 - July 2012
First Investors Corporation June 2009 - August 2009
Skills
Microsoft Excel, Financial Services, Microsoft Office, Advertising, Social Media, Budgets
Education
Southern New Hampshire University 2014 — 2015
M.S. Accounting
Ohio University 2004 — 2008
B.S. Finance
Standard Chartered Bank September 2014 - Present
Standard Chartered Bank October 2010 - Present
ROYAL BANK October 2007 - December 2010
First Investors Corporation May 2007 - October 2007
KIRKILES AND KOTIADIS LLPSummer 2006 May 2006 - August 2006
Skills
Bloomberg, Strategic Financial..., Financial Planners, Microsoft Office, Account Reconciliation, Emerging Markets, Fixed Income Analysis, Foreign Currency, US Treasuries, Syndications, Customer Service, Corporate Actions, Sovereign Debt, VBA, Sales, Financial Statements, Financial Services, Credit, Finance, Middle Office, Investments, Series 63
Education
Muhlenberg College 2003 — 2007
Bachelors, Finance
Cablevision Systems Corporation January 2000 - Present
First Investors Corporation November 1996 - January 2000
Skills
Computer Hardware. ..., Beta Software. ..., Desktops. Laptops. PC..., Systems Maintenance...., Information Services...., Peripherals. Printers...., Troubleshooting...., Team Player. Team..., Networking, Troubleshooting, Technical Support, Telecommunications, TCP/IP, System Administration, Operating Systems, Software Installation, Marketing, Windows, VoIP, Vendor Management, Management, Training
Education
Middlesex County College 1996 — 1999
Associate in Applied Science (A.A.S.), Computer Science and Information Systems, Dean's List: Summer 1996, Fall 1997, Fall 1998
Aviation H.S. Queens, NY 1986 — 1987
Airframe Mechanics and Aircraft Maintenance Technology/Technician
Local Commercial Capital January 2014 - Present
Michigan Business Connection August 2009 - January 2014
Comerica September 2006 - August 2009
JP Morgan Chase January 2003 - September 2006
First Investors Corporation May 2001 - May 2002
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit, Banking, Underwriting, Customer Service, New Business Development, Credit Analysis, Consumer Lending, Mortgage Lending, Finance, Loan Origination, Portfolio Management, Investments, Cash Management, Refinance, Credit Risk, Commercial Mortgages, SBA, Real Estate, Lines Of Credit, Cross Selling, Loan Servicing, Asset Based Lending, Financial Analysis, Credit Unions, Mortgage Banking, Branch Banking, Treasury Management
Education
Michigan State University 1998 — 2002
Bachelors, Finance
Ricks Custom Fencing and Decking June 2007 - Present
First Investors Corporation November 2010 - March 2011
AQx Internship January 2010 - June 2010
Michelbook Country Club September 2008 - May 2010
Skills
Financial Planning, Coaching, Customer Relations
Education
Linfield College
B.A, Finance
Primerica October 2013 - Present
American Income Life September 2012 - Present
The Almog Household 1988 - 2013
The Almog Household 1988 - 2013
The Almog Household 1988 - 2013
First Investors Corporation December 2011 - September 2012
Miami Marketing Group January 2010 - November 2010
PS Insights October 2009 - January 2010
Skills
Communicator, Goal Oriented, Team Leadership, Customer Service, Series 63, Microsoft Excel, Bloomberg Terminal, Bloomberg, Equities, Strategic Financial..., Asset Managment, Investments, Microsoft Word, Portfolio Management, Financial Analysis, Social Media, Marketing, Event Planning, Sales, Social Media Marketing, Securities, Financial Services, Mutual Funds, Series 6, Licensed Life Insurance..., life insurance, Retirement Planning
Education
Pace University - Lubin School of Business 2007 — 2011
Bachelors in Business Administration, Marketing: Promotions & Advertising
Canon U.S.A, Inc. May 2010 - Present
HSBC Global Asset Management (USA) Inc. November 2007 - April 2010
First Investors Corporation September 2004 - October 2007
Skills
Salesforce.com, Management, Account Management, Leadership
Education
Marist College 2006 — 2010
Masters, Masters of Business Administration
Marist College 1999 — 2003
Bachelor of Science, Finance and Marketing
Arlington Catholic High School 1995 — 1999
NL Financial January 2009 - Present
Met Life January 2008 - January 2010
Twins Talent 2009 - 2010
Twins Talent 2009 - 2010
First Investors Corporation October 2006 - January 2008
Education
Michigan State University 2001 — 2006
BA, English and Finance
Princeton Station Restuarant June 2006 - Present
First Investors Corporation June 2008 - September 2008
Merrimack College December 2005 - April 2006
Education
Merrimack College 2005 — 2009
Bachelors, Business
Northrop Grumman August 2008 - Present
Northrop Grumman December 2004 - August 2008
Bank of America Credit Card Services December 2003 - December 2004
Sun National Bank August 2000 - July 2003
US Bank (Firstar Bank) July 1999 - July 2000
Brian M Prew and Assoc August 1998 - June 1999
First Investors Corporation June 1995 - June 1998
Skills
Financial Reporting, Analysis, Budgets, Microsoft Office, Strategic Planning, Training
Education
Loyola University Maryland 2005 — 2009
MBA, Accounting
State University of New York College at Potsdam 1991 — 1995
BA, Economics, Business, Communications
Rush Henrietta High School 1994 - Present
Northwestern Mutal Life Insurance 1986 - 1988
First Investors Corporation 1985 - 1986
Skills
Staff Development, Curriculum Design, Secondary Education, Teaching, Classroom, Tutoring, Curriculum Development, Educational Technology, Higher Education
Education
State University of New York College at Brockport
Masters, Education Administration
Nazareth College 1990 — 1993
BA, Mathematics/7-12 Education certification
University at Buffalo 1980 — 1985
Mathematics
Apex Exchange, a division of ZenithOptimedia Group August 2015 - Present
ZenithOptimedia Group I The ROI Agency April 2015 - Present
Weill Cornell Medical College - Department of Clinical Affairs May 2010 - March 2015
Weill Cornell Medical College - Research Development/Medical Student Research Department May 2011 - September 2014
Arbonne International 2010 - 2014
Weill Cornell Medical College - Academic Affairs December 2009 - March 2010
Escalate - Event Marketing February 2009 - December 2009
First Investors Corporation January 2009 - November 2009
Carbon Consulting Group January 2003 - December 2007
Carbon Consulting Group January 2003 - December 2007
Skills
Program Management, CRM, Project Management, Business Analysis, Training, Visio, Social Media, Microsoft Office, Management, Digital Marketing, Vendor Management, Public Relations, Technical Writing, Business Development, User Experience, Digital Strategy, MS Project, Event Management, Cross-functional Team..., Leadership, Marketing, Adobe Creative Suite, Organizational..., WebEx, Functional Requirements, Camtasia, RoboHelp, SnagIt, Process Simulation, Seapine Test Track Pro, Atlassian JIRA, Software Development..., Strategy, Advertising, Strategic Planning
Education
New York University 2009 — 2010
Professional Certificate, Digital Media Marketing
University of Pittsburgh
Bachelor of Arts, Media Communications, English
Manning & Napier September 2014 - Present
PENN Capital Management February 2011 - August 2014
Iron Mountain 2010 - 2011
SEI Investments October 1998 - February 2010
First Investors Corporation 1997 - 1998
Skills
Asset Management, Relationship Management, Asset Allocation, Sales, Employee Training, Alternative Investments, Investments, Financial Analysis, Customer Service, Asset Managment, Banking, Insurance, Microsoft Excel, Outsourcing, Financial Services, Mutual Funds, Management, CRM, Training, Marketing, Project Management
Education
Lycoming College 1989 — 1993
BA, Criminal Justice
Wells Fargo February 2014 - Present
Wells Fargo July 2010 - February 2014
Wells Fargo Financial December 2009 - July 2010
First Investors Corporation May 2009 - September 2009
Skills
Series 63, Investments, Mutual Funds, Credit Analysis, Series 7, Consumer Lending, Brokerage, Loans, Securities Lending, Asset Managment, Credit Management, Series 6, Portfolio Management, Credit, Banking, Strategic Financial..., Securities, Fixed Income, Relationship Management, Private Banking, Microsoft Excel, Sales, Finance, Financial Services, Financial Planning
Education
Marist College 2006 — 2009
Bachelor of Science, Finance, International Business
Smithtown High School West 2003 — 2006
Advanced Regents
MasTec Network Solutions October 2011 - Present
Goodman Networks June 2007 - October 2011
Goodman Networks February 2006 - June 2007
First Investors Corporation August 2006 - January 2007
The Salem Partnership January 2004 - December 2004
Girls Incorporated August 2002 - June 2004
Skills
Financial Tracking, Project Management, Relationship Management, Program Management, Project Planning, Budgets, Wireless, Microsoft Office, Microsoft Excel, Telecommunications, Strategic Planning, Process Improvement, Vendor Management, Project Coordination, Team Leadership, Team Building, Forecasting, Customer Service, MS Project, Management, PowerPoint, Training, Contract Negotiation, Leadership, Troubleshooting, SharePoint, Recruiting
Education
North Carolina State University 2007 — 2009
MPA, Public Administration, Nonprofit Business Management
Salem State University 2002 — 2004
Bachelors, Human Services (Middle Grades Education), English (Professional Writing/Editing)
CA Technologies March 2015 - Present
Broadridge Financial Solutions August 2011 - March 2015
First Investors Corporation May 2010 - April 2011
First Investors Corporation June 2010 - September 2010
Skills
Business Transformation, Sales, Customer Service, PPM, Business Process..., Project Portfolio..., Resource Allocation, Team Building, Social Networking, Telephone Skills, Social Media, Team Leadership, Microsoft Excel, Microsoft Office, Data Entry, Research, Banking, Facebook, Teamwork, Fundraising, Community Outreach, Management, PowerPoint, Enterprise Software, Microsoft Word, Leadership
Education
Dowling College 2013 — 2018
Master of Business Administration (MBA), Management and Leadership
Mount Saint Mary College 2007 — 2011
Bachelor of Business Administration (BBA), Finance, Economics, Management
Mutual of Omaha April 2015 - Present
Pacific Life May 2014 - March 2015
AXA Advisors December 2011 - May 2014
Self Employed December 2010 - January 2012
Mutual of Omaha February 2008 - December 2010
MassMutual Financial Group 2002 - 2008
First Investors Corporation August 1996 - January 2002
Skills
Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Customer Relations, Consultative Selling, Leadership, Life & Health Insurance..., Long-term Care, Management, Marketing, Microsoft Office, Mutual Funds, Relationship Management, Retirement Planning, Sales & Marketing, Sales Management, Series 7, Series 63, Series 24
Education
Midland University 1992 — 1996
Bachelor's Degree, Management & Marketing
Gothenburg High School 1989 — 1992
High School
First Investors Corporation April 2004 - Present
MFS Investment Management May 1999 - December 2002
Phoenix Investment Partners 1994 - 1999
Skills
Customer Service, Call Center, Microsoft Office, Strategic Planning, Coaching, Project Management, Risk Management, Business Analysis, Series 63, Organizational..., Leadership Development, Process Improvement, Vendor Management, Series 7, Series 24, Transfer Agency, Call Centers
Education
Nyack College
BS
MRM//McCann March 2014 - Present
Red Tettemer O'Connell + Partners June 2013 - March 2014
Havas Worldwide May 2012 - June 2013
Havas Worldwide December 2011 - May 2012
Pace University June 2009 - May 2012
NYSE Euronext January 2011 - December 2011
Pace University April 2009 - September 2010
Pace University August 2009 - January 2010
First Investors Corporation August 2009 - January 2010
Skills
Market Research, Marketing, Finance, Business Strategy, Integrated Marketing, Social Media, Facebook, PowerPoint, Social Media Marketing, Microsoft Office, Leadership, Online Advertising, Advertising, Digital Marketing, Digital Strategy, Direct Marketing, Time Management, Management, Fundraising, Public Speaking, Outlook, Marketing Strategy, Marketing Communications, Competitive Analysis, Account Management, Sales, CRM, Training, Strategy, Creative Direction, Project Management, Social Networking, Teamwork, Public Relations, Research, Event Planning, Email Marketing, Marketing Research, Blogging, Online Marketing, Event Management, Media Planning, Press Releases, Google Analytics, Brand Development, SEO, Creative Strategy, Sponsorship, Strategic Communications, Digital Media
Education
Pace University 2008 — 2012
Bachelor of Business Administration (BBA), Marketing Management, Finance
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Nerium International October 2013 - Present
NCR Corporation April 2014 - May 2015
AOL Inc. October 2010 - April 2014
COMPUTERSHARE PLAN MANAGERS January 2008 - October 2010
WYNDHAM WORLDWIDE CORPORATION August 2006 - January 2008
Cendant April 2006 - August 2006
MEDCO HEALTH SOLUTIONS, INC May 2003 - March 2006
Morgan Stanley August 1999 - April 2003
Mass Mutual August 1998 - June 1999
First Investors Corporation May 1997 - August 1998
Skills
Employee Benefits, Analysis, Human Resources, HRIS, Management, Strategy, Payroll, Finance, Financial Services, Equities, Training, Benefits Administration, Budgets, Software Documentation, Financial Reporting, Incentive Programs, Accounting, Process Improvement, Executive Pay, Call Centers, Vendor Management, Project Planning, Mergers & Acquisitions, Outsourcing, Deferred Compensation, Strategic Financial..., PeopleSoft, ADP Payroll, Risk Management, Business Process, Sarbanes-Oxley Act, Series 7, Investments, Program Management, Onboarding, Performance Management, CRM, Stock Compensation, ESPP, 401k, Payroll Taxes, Data Conversion, Workshop Facilitation, Securities, Pensions, Mergers, System Administration, Relationship Management, Business Analysis, Leadership
Education
Monmouth University 1994 — 1997
Bachelor of Science, Business Administration, Management
Middlesex County College 1992 — 1994
Accounting
Sayreville War Memorial High School 1988 — 1992
College Prep
Elyon Accounting June 2014 - Present
Deloitte September 2013 - June 2014
Deloitte June 2012 - August 2012
JPMorgan Chase January 2012 - June 2012
Johnson & Johnson June 2011 - January 2012
Bloomfield College January 2010 - June 2011
Bloomfield College May 2010 - May 2011
Bloomfield College August 2010 - February 2011
First Investors Corporation July 2010 - September 2010
Bloomfield College September 2009 - December 2009
Skills
Analysis, Statistics, Customer Service, Financial Reporting, Leadership, Economics, PowerPoint, Research, Auditing, Accounting, People Skills, Public Speaking, Microsoft Office, Access, Financial Analysis, Microsoft Excel, Microsoft Word, Teamwork, Finance, Time Management, Forecasting, Data Entry, Outlook, Account Reconciliation, Financial Statements, Accounts Receivable, Payroll, Social Media, Management
Education
Nyack College 2014 — 2018
Master of Divinity, Urban Ministry
Bloomfield College 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting
Concentra December 2013 - Present
University of Phoenix June 2009 - November 2013
University of Phoenix August 2008 - June 2009
University of Phoenix May 2005 - August 2008
First Investors Corporation 2003 - 2005
Skills
Leadership, Strategy, Leadership Development, Enrollment Management, Team Management, Student Affairs, Team Leadership, Adult Education, Coaching, Staff Development, Admissions, Higher Education, Data Analysis, Training, Time Management, Customer Service, Management, Student Financial Aid, Employee Training, Student Recruiting, Career Counseling, Organizational..., Distance Learning, Nonprofits, Campus, Employee Engagement, Change Management, Retaining Customers, E-Learning, Resume Writing, Customer Retention
Education
University of Phoenix 2006 — 2009
MBA, Business
Ohio University 1998 — 2003
BS, Business Economics
J. Knipper & Company, Inc. February 2015 - Present
Art House Astoria August 2013 - June 2015
The Stella Adler Studio of Acting September 2012 - June 2013
Prudential Financial April 2011 - September 2012
First Investors Corporation December 2010 - March 2011
NBC June 2008 - August 2010
Skills
Acting, Theatre, Drama, Performing Arts, Stage, Musical Theatre, Microsoft Office, Improvisation, Singing, Directing, Arts Administration, Film, Management, Event Planning, Comedy, Voice Acting, Nonprofits, Playwriting, Assistant Directing, Leadership, Telephone Manner, Customer Service, Organizational..., Receptionist Duties, Administrative Work, Social Media, Editing, Administration
Education
New York University 2006 — 2010
Bachelor of Fine Arts (BFA), Drama and Dramatics/Theatre Arts, General
US Securities and Exchange Commission August 2010 - Present
US Securities and Exchange Commission April 2005 - August 2010
US Securities and Exchange Commission February 2004 - April 2005
US Securities and Exchange Commission January 2003 - February 2004
First Investors Corporation September 2002 - December 2002
System Solutions June 1994 - May 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Databases, Computer Hardware, Networking Protocol, Problem Solving, IT Hardware Support, IT Operations Management, Network Infrastructure, Operating Systems, Configuration Management, Quality Assurance, Project Management, Communication Skills, Crisis Management, Cross-functional Team..., Experienced Business..., Financial Regulation, Requirements Gathering, System Architecture, System Deployment, System Design, Team Leadership, Technical Analysis, Technical Documentation, Technical Solution..., Test Scripts, Analysis, Integration
Education
Massachusetts Institute of Technology 1998 — 2002
B.S. Mechanical Engineering
First Investors Corporation November 1999 - Present
First Investors 2002 - 2014
Oregon State University September 1993 - June 1999
Skills
Investments, Life Insurance, Series 63, Fixed Annuities, Wealth Management, Wealth Accumulation, IRAs, Strategic Financial..., Series 6, Investment Advisory, Asset Allocation, Asset Management, Retirement Savings, Series 7, 401k Rollovers, Uniform Combined State..., 401k, Portfolio Management, Personal Financial..., Series 65, Pensions
Education
Oregon State University 1993 — 1999
Bachlor, Communication
PNC June 2015 - Present
YOUR Insurance Group December 2014 - Present
Citizens Financial Group / Royal Bank of Scotland February 2011 - December 2014
Indepence Wealth Strategies an office of MetLife January 2009 - October 2010
PNC Investments August 2008 - January 2009
First Investors Corporation August 2004 - August 2008
University of Pennsylvania June 2003 - June 2004
Skills
Asset Allocation, Retirement, Series 63, Investments, Series 7, Wealth Management, Portfolio Management, Retirement Planning, Series 6, Securities, Asset Managment, Strategic Financial..., Insurance, Investment Management, Uniform Combined State..., Mutual Funds, Estate Planning, Financial Services, Relationship Management, Loans, Investment Advisory, Financial Planners, Credit, Small Business, Finance, Wealth, Mortgage Lending, Private Banking, Wealth Management..., Life Insurance, Fixed Annuities, Cross Selling, Financial Planning, Banking, Management, Strategic Planning, Sales, 401k
Education
Lock Haven University of Pennsylvania 1997 — 2003
Bachelors of Science, Sports Administration / Management
Stephen Turner, Inc. June 2012 - Present
Gaskell Associates November 1997 - June 2012
Various Electrical Contractors January 1987 - November 1997
Cable TV and Satelite TV September 1981 - January 1987
First Investors Corporation March 1981 - September 1981
Retina Associates March 1976 - March 1981
US Army January 1971 - February 1974
Skills
Project Management, Construction Management, Feasibility Studies, LEED AP, Sustainability, Construction, Project Planning, Budgets, Environmental Awareness, Energy Audits, Procurement, Space planning, Renewable Energy, Green Building, Engineering, BIM, Design-Build, Architectural Drawings, Contract Management, Value Engineering, Contractors, LEED, Historic Preservation, Drainage, HVAC, Design Management, Change Orders, Renovation, Project Estimation, Proposal Writing, SketchUp, Subcontracting, Energy, Project Coordination, Building Codes, Water, Contract Negotiation, Construction Drawings, MEP, CPM Scheduling, Strategic Planning, Process Scheduler, Energy Management, Submittals, Facilities Management, Commissioning, Building Services, Pre-construction, Constructability, Energy Efficiency
Education
Northeastern University 1974 — 1979
Bachelor of Science (BS), High Honor
Deutsche Bank December 2013 - Present
Deutsche Bank April 2007 - November 2013
Banc of America Securities November 2004 - April 2007
BNP Paribas 2003 - 2004
UBS 1998 - 2003
First Investors Corporation 1996 - 1998
Skills
FINRA, Securities, Derivatives, AML, Fixed Income, Securities Regulation, SEC, Hedge Funds, Capital Markets, Financial Regulation, KYC, Investment Banking, Structured Products, Structured Finance, Equities, Anti Money Laundering, Risk Management, Financial Services, Financial Risk, Trading, Investments
Education
Seton Hall University School of Law
Doctor of Law (J.D.), Law
Monmouth University
B.S. and M.B.A, Finance and Business Management
Metlife December 2013 - Present
Metlife 2011 - 2013
Metlife May 2007 - 2011
MetLife Investors 2000 - 2007
Nathan and Lewis May 1998 - September 2000
Prudential Securities January 1998 - January 1999
First Investors Corporation 1995 - 1998
Skills
Insurance, Management, Change Management, Business Analysis, Risk Management, Process Improvement, Project Management, Financial Services, Time Management, Training, Leadership, Compliance, Employee Benefits, Auditing, Mutual Funds, Securities, Policy, Analysis, Due Diligence, Interviews, FINRA, Series 7, Life Insurance, Fixed Annuities, AML, Strategic Financial..., Financial Planning
Education
Monmouth University 1990 — 1994
Bachelor's degree
Monmouth University 1990 — 1994
BA
cedar ridge 1985 — 1989
State Farm October 2013 - Present
State Farm January 2012 - October 2013
State Farm Insurance January 2011 - January 2012
Fifth Third Bank June 2010 - May 2011
First Investors Corporation May 2009 - October 2010
Skills
Mutual Funds, Insurance, Financial Analysis, Life Insurance, Disability Insurance, Financial Services, Bank Accounting, Microsoft Excel, Retirement Planning, Investments, Strategic Financial..., Commercial Insurance, Risk Management, Training, Marketing Strategy, Loans, Banking, Finance, Health Insurance, Fixed Annuities, Property, Term Life Insurance, Financial Risk, 401k, IRAs, Sales Management, Casualty, Workers Compensation, Series 63, Whole Life, Long-term Care, Universal Life, Retirement, Roth IRA, Homeowners, Small Business, Entrepreneurship, Team Leadership, Financial Planning, Leadership, Marketing, Sales, Customer Service, Management, Microsoft Office
Education
Michigan State University 2006 — 2010
B.A, Economics
north farmington
Meridian Advisory Services, LLC October 2009 - June 2013
First Investors Corporation May 2009 - May 2009
Meridian Advisory Services, LLC May 2008 - August 2008
Skills
Investment Advisory, Portfolio Management, Equities, Asset Allocation, Investment Strategies, Mutual Funds, Retirement Planning, Fixed Income, Strategic Financial..., Asset Managment, Alternative Investments, Securities, Bonds, Financial Markets, ETFs, Derivatives, Capital Markets, Hedge Funds, Investment Management, Investments, Financial Planning, Asset Management
Education
Michigan State University 2004 — 2009
Bachelor of Arts, Economics
John Cabot University 2007 — 2007
International Economics, Italian
Funai Corporation July 2012 - February 2015
Chili's May 2011 - July 2012
First Investors Corporation May 2011 - August 2011
Skills
Leadership Development, Microsoft Excel, Microsoft Office, Risk Management, PowerPoint, Customer Service, Access, Microsoft Word, Statistics, Research, Sales, Outlook, Budget, Public Speaking, Marketing, Social Media, Financial Analysis, Team Building, Customer Satisfaction, Leadership, Analysis, Project Management, Budgets, Finance, Retail, Time Management, Management
Education
Longwood University 2007 — 2011
Bachelors of Science, Business/Managerial Economics, Overall GPA: 3.1/4.0, Major GPA: 3.4/4.0
First Investors Corporation 2009 - 2009
Education
Old Dominion University 2005 — 2009
Bachelor, Criminal Justice
Cisco Systems November 2012 - Present
CALIFORNIA COUGARS ICE HOCKEY ORGANIZATION January 2003 - Present
Silicon Image September 2012 - November 2012
Starbucks Valuation March 2012 - June 2012
First Investors Corporation January 2012 - April 2012
Strategic Analysis Capstone January 2012 - April 2012
Napa Technology January 2010 - January 2012
Dolby Laboratories September 2011 - October 2011
Ye Cai and Carrie Pan June 2011 - August 2011
WALPOLE EXPRESS ICE HOCKEY ORGANIZATION September 2007 - May 2009
Skills
Excel, PowerPoint, Word, Microsoft Office, Teamwork, Goal Oriented, Team Leadership, Organizing, Microsoft Excel, Financial Analysis, Financial Forecasting, Essbase, DMR, Business Object, Data Analysis, Finance, Budgets, Accounting, Analysis, Training, Sales, Financial Accounting, Mergers & Acquisitions, Access, Microsoft Word
Education
Santa Clara University - Leavey School of Business 2010 — 2012
BBus, Finance, Graduated
FOOTHILL COMMUNITY COLLEGE 2009 — 2010
Massasoit Community College 2007 — 2009
Leland highschool 2003 — 2007
Waterton Associates June 2014 - Present
Levy Restaurants May 2012 - June 2014
Levy Restaurants January 2009 - May 2012
Spiaggia Complex, Levy Restaurants December 2006 - December 2008
Youth Development Corporation (YDC) January 2006 - August 2006
First Investors Corporation January 2006 - March 2006
Skills
HRIS, Kronos Timekeeping, Training, Ultipro, Human Resources, Onboarding, Payroll, Organizational..., Cognos ReportNet, Project Management, Performance Management, Customer Service, Employee Relations, Event Planning, Microsoft Office, Team Building, Recruiting, PowerPoint, Talent Management, Employee Engagement
Education
Michigan State University 2001 — 2006
Bachelors, Organizational Communications
Lucas Group January 2015 - June 2015
SNI Financial 2014 - 2014
William Blair & Company 2012 - 2013
J.P. Morgan Private Bank 2004 - 2011
First Investors Corporation 2000 - 2004
Skills
Legal Search, Executive Search, Recruiting, Estate Planning, New Business Development, Portfolio Management, Investments, Mutual Funds, Securities, Wealth Management, Equities, Trust Services, Charitable Trusts, Asset Managment
Education
Michigan State University
James Madison College (MSU College of Public Affairs)
University of Detroit Mercy School of Law
Law
Whole German Breads LLC January 2012 - Present
First Investors Corporation June 2011 - December 2011
Eli Whitney Museum April 2007 - September 2011
Skills
Microsoft Office, PowerPoint, Excel, Word, Organizational..., Project Coordination, Project Management, Inventory Management, Procurement, Accounts Payable, Accounts Receivable, Customer Service, Benefits Administration, QuickBooks
Education
Penn State University 2006 — 2011
BA, Economics
First Investors Corporation June 2010 - Present
Education
Penn State University
Whirlpool Corporation August 2014 - Present
Whirlpool Corporation March 2013 - Present
Whirlpool Corporation March 2012 - March 2013
Whirlpool Corporation July 2011 - March 2012
Whirlpool Corporation February 2010 - June 2011
Farm Bureau Insurance August 2009 - December 2009
BDO Seidman, LLP January 2009 - April 2009
First Investors Corporation May 2008 - August 2008
Advantage Installations June 2006 - August 2007
Skills
Financial Reporting, Forecasting, Accounting, Financial Analysis, Financial Modeling
Education
Michigan State University 2005 — 2009
Bachelor of Arts, Accounting, Sales Communication Specialization
Allianz Global Investors December 2012 - Present
Allianz Global Investors June 2010 - December 2012
Prudential Financial October 2007 - June 2010
First Investors Corporation October 2006 - October 2007
Education
Monmouth University
Bachelor of Science, School of Business Administration, Finance Major
Morristown Beard School 1998 — 2001
Seton Hall University
Barnum Financial Group - an Office of MetLife August 2014 - Present
Forefront Capital Management August 2013 - July 2014
Wells Fargo Advisors, LLC September 2010 - July 2013
First Investors Corporation May 2010 - August 2010
Middlesex Mortgage Group 2008 - 2010
Skills
Economics, Series 7, Investment Advisory, Retirement Planning, 401k, Variable Annuities, Life Insurance, Mutual Funds, ETFs, REIT, Wealth Management, Capital Markets, Securities, Series 63, Portfolio Management, Financial Services, Asset Management, Equities, Retirement, Asset Allocation, Insurance, Investment Strategies, Alternative Investments, Retirement Plan..., Financial Advisory, Investment Management
Education
Marist College 2006 — 2010
BA, Finance, Economics
U.S. Cellular April 2012 - Present
TEKsystems, Inc. December 1999 - March 2012
Aerotek, Inc. June 1998 - December 1999
Town & Country Beverage, Inc. November 1995 - June 1998
Die Craft Metal Products, Inc. June 1988 - November 1995
First Investors Corporation March 1993 - December 1994
Skills
IT Service Management, Storage, End User Training, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Vendor Management, Contract Recruitment, Sourcing, Internet Recruiting, Recruiting, Networking, Screening, Cold Calling, Information Technology, Temporary Placement, Staff Augmentation, College Recruiting, Telecommunications, Leadership, Staffing Services, Security, Screening Resumes, Interviews, Permanent Placement, Executive Search, IT Recruitment, SDLC, Onboarding, Temporary Staffing, Hiring, Resource Management, Taleo, Talent Management, Consulting, Resume Writing, Human Resources, Full-life Cycle..., Job Fairs, Building Relationships, Recruitment Advertising, Employer Branding, Workforce Planning, Candidate Generation, Industrial Sector
Education
Marquette University 1988 — 1992
BS, Finance, Minor - Political Science
St. Viator High School 1984 — 1988
PrimeLending October 2012 - Present
JP Morgan Chase August 2010 - June 2012
Washington Mutual August 2005 - November 2009
The Active Network January 2008 - May 2008
First Investors Corporation January 2005 - August 2005
Skills
Financial Analysis, Finance, Marketing, Account Management, Business Analysis, New Business Development, Customer Service, Marketing Strategy, Consumer Lending, Strategic Planning, Commercial Lending, Mortgage Lending, Microsoft Excel, Social Media, Budgets
Education
San Diego State University-California State University 2007 — 2008
MBA, Sports Business Management
Michigan State University - The Eli Broad Graduate School of Management 2001 — 2004
Bachelor of Arts (B.A.), Finance, General
Pricewaterhouse Coopers LLP September 2011 - Present
PwC September 2011 - Present
PRTM November 2010 - August 2011
First Investors Corporation January 2009 - April 2009
The Gap May 2008 - August 2008
Skills
Interviews, Talent Acquisition, Sourcing, Recruiting, Performance Management, Applicant Tracking..., Organizational..., Human Resources, College Recruiting, Change Management, Onboarding
Education
Northeastern University 2013 — 2015
Master of Science (MS), Leadership
Northeastern University 2005 — 2009
Bachelor's degree, Psychology
Fidelity Investments February 2013 - Present
Fidelity Investments January 2012 - February 2013
Fidelity Investments June 2010 - January 2012
New York and Company May 2007 - June 2010
Pearle Vision June 2002 - June 2010
First Investors Corporation May 2009 - August 2009
Education
Molloy College 2012 — 2014
Master of Business Administration (M.B.A.), 3.9
Siena College 2006 — 2010
Bachelors of Science, Finance
Siena Italian Studies 2009 — 2009
Study Abroad Program
Commack High School 2002 — 2006
Rutgers, the State University of New Jersey August 2009 - Present
STATS LLC November 2004 - Present
Doctrino Systems August 2004 - Present
State of New Jersey October 2007 - October 2012
First Investors Corporation December 2008 - August 2009
Samsung Electronics America January 2005 - May 2007
AT&T Labs December 2002 - July 2004
AT&T May 2000 - December 2002
AT&T Worldnet Service July 1998 - May 2000
Brookhaven National Laboratory June 1997 - August 1997
Skills
Data Analysis, Databases, Analysis, PHP, MySQL, PostgreSQL, Zend Framework, jQuery, jQuery UI, Linux, Apache, ASP, Microsoft SQL Server, Eclipse, TDD, PHPUnit, ImageMagick, Firebug, W3C Validation, AJAX, Sports Statistics, Web Development, Test Driven Development
Education
Connecticut School of Broadcasting 1999 — 1999
New York University 1998 — 1998
Rutgers University-New Brunswick 1994 — 1998
BA
Mount Sinai High School 1990 — 1994
Amazon April 2013 - Present
Amazon April 2012 - April 2013
Amazon October 2010 - April 2012
Terex July 2008 - November 2010
Quaker Tropicana Gatorade May 2007 - August 2007
First Investors Corporation May 2006 - August 2006
Skills
Employee Engagement, Employee Relations, HR Policies, HRIS, Human Resources, Onboarding, Recruiting, Performance Management, Succession Planning, Talent Acquisition, Talent Management
Education
Michigan State University 2004 — 2008
BA, Psychology, Human Resources
Maximum Management Corporation June 2002 - Present
First Investors Corporation 2000 - 2002
Skills
Recruiting, Onboarding, College Recruiting, Applicant Tracking..., Payroll, Screening Resumes, Ad Hoc Reporting, Technical Support, MS Excel Pivot Tables, Encore, Online Research, Microsoft Word, Outlook, Access, Background Checks, Applicant Tracking..., Organization &..., Wheel Throwing, Windows 7, Proofreading, Appointment Scheduling
Education
New York University 1998 — 2002
Bachelor’s Degree, Economics, 3.5 overall GPA
Carver Foundation of Norwalk, Inc. June 2004 - Present
Andrus Children's Center January 1995 - June 2004
First Investors Corporation June 1989 - March 1994
Skills
Fundraising, Team Building, Organizational..., Non-profits, Public Speaking, Leadership, Program Management, Management, Community Development, Nonprofits, Public Relations, Strategy, Program Development, Grants, Staff Development, Social Services, Volunteer Management, Grant Writing, Board Development, Youth Development, Leadership Development, Community Outreach, Program Evaluation, Workshop Facilitation, Proposal Writing, Conflict Resolution, Crisis Intervention, Non-profit..., Case Managment, Philanthropy, Psychotherapy, Mental Health, Policy Analysis, Community Organizing, Event Planning, Social Entrepreneurship, Training, Event Management, Government, Research, Adolescents, Supervisory Skills, Resource Development, Non-profit Board...
Education
University of New Haven 1999 — 2001
MBA, Management
Mercy College 1984 — 1989
BS, Accounting
First Investors Corporation June 2008 - Present
Careerbuilder.com May 2007 - April 2008
Education
Northern Illinois University 1995 — 2000
Wells Fargo March 2005 - Present
Prudential Financial June 1997 - July 2004
First Investors Corporation 1992 - 1996
Education
Pennsylvania State University 1988 — 1992
Commonwealth Financial Group March 2006 - Present
First Investors Corporation 2003 - 2005
Education
Northeastern University 1998 — 2003
Bachelors, Business Administration
Biddeford High School 1995 — 1998
Fidelity Investments January 2011 - Present
Chartis Insurance July 2010 - January 2011
MetLife January 2007 - November 2009
Fidelity Investments September 2004 - January 2007
Fidelity Investments November 2003 - September 2004
Columbia Bank August 2002 - October 2003
First Investors Corporation July 2001 - July 2002
XCEL Credit Union February 1998 - June 2001
Skills
Portfolio Management, Business Analysis, Financial Services, Finance, Analysis, Fixed Income, SDLC, Risk Management, Equities, Securities, Financial Risk, Account Reconciliation, Accounting, Bloomberg, Capital Markets, Derivatives, Credit, Hedge Funds, Insurance, Investments, Investment Banking, Management, Loans, Mortgage Lending, Mutual Funds, Process Improvement, PMO, Project Management, Requirements Analysis, Trading, Trading Systems
Education
New Jersey City University 1996 — 2002
Bachelor of Science, Finance & Computer Information Systems
Huntington National Bank July 2015 - Present
JPMorgan Chase Bank (MI) March 2005 - June 2015
First Investors Corporation June 2001 - March 2005
General Motors April 1999 - June 2001
Education
Oakland University 1994 — 2000
BS, Marketing
Kearsley High School
Neogen Corporation Human Resource GeneralistDart Energy CorporationApril 2007 - February 2010
Symmerty Medical Inc. -Jet November 2005 - April 2007
ACCU BITE DENTAL SUPPLY, INC April 2000 - November 2005
First Investors Corporation January 2000 - April 2000
SPARROW PRACTICE MANAGEMENT COMPANY August 1999 - January 2000
Skills
Benefits Administration, HR Policies, Human Resources, Employee Benefits, Employee Relations, Workers Compensation, HRIS, Coaching, Interviews, Deferred Compensation
Education
Michigan State University 1991 — 1995
Bachelor of Science, Psychology
Michigan State University
Bachelor of Science, Human Resources and Society
Aflac June 2012 - December 2012
Technicolor March 2010 - May 2012
ASAP STAFFING SERVICE - BOSCH CORPORATION July 2008 - October 2008
Katt Worldwise Logistics - Williams Sonoma August 2007 - May 2008
ACCOUNTTEMPS - TECHNICOLOR April 2007 - August 2007
Kuehne + Nagel - Avaya November 2006 - April 2007
METRO FOODS, INC January 2004 - April 2006
PREFERRED COMPUTER SOLUTIONS, INC January 2003 - June 2003
Jimmy Dean Foods, Division of Sara Lee Foods February 1987 - December 2002
FIRST INVESTORS CORPORATION September 1986 - February 1987
Skills
Inventory Management, Warehouse Management, Production Planning, Purchasing, Human Resources, Customer Service, Logistics, Master Scheduling, WMS, Six Sigma, Inventory Control, Process Improvement, Management, Warehousing, Shipping, Leadership, Transportation, Team Building, Recruiting, Forecasting, Change Management, Operations Management, Coaching, Team Leadership, Budgets, Distribution Center..., Sales, Lean Manufacturing, Training
Education
Nicholls State University 1975 — 1976
RINET Company, LLC March 2010 - Present
Fidelity Investments September 2009 - February 2010
Fidelity Investments June 2007 - December 2008
Fidelity Investments June 2000 - June 2007
IBG/FIAG July 1995 - June 2000
Fidelity Investments October 1993 - July 1995
Fidelity Investments September 1991 - October 1993
First Investors Corporation March 1989 - August 1991
Education
Miami University 1984 — 1988
BS, Finance
Mesa West Capital January 2011 - Present
Yorkville Advisors July 2008 - September 2010
Yorkville Advisors, LLC July 2008 - September 2010
JPMorgan Chase July 2007 - July 2008
JP MORGAN ASSET MANAGEMENT July 2007 - July 2008
First Investors Corporation January 2007 - May 2007
First Investors Corporation September 2006 - December 2006
URBAN BRANDS INC June 2006 - August 2006
Skills
Investments, Mutual Funds, Derivatives, Account Reconciliation, Hedge Funds, Asset Managment, Financial Modeling, Alternative Investments, Private Equity, Financial Analysis, Valuation, Investment Banking, Portfolio Management, Equities, Series 7
Education
Marist College 2003 — 2007
Bachelors Degree, Finance & Accounting
Marist College 2003 — 2007
Bachelor of Science, Finance and Accounting
CIGNA Healthcare January 2010 - Present
Paris Yoga September 2006 - Present
First Investors Corporation February 2000 - June 2000
Crabhouse Nashville June 1998 - August 1998
Skills
Yoga, Wellness Coaching, Wellbeing, Hatha Yoga, Wellness, Mindfulness, Fitness, Lifestyle, Reiki, Energy Healing, Vinyasa, Meditation
Education
Murray State University 2005 — 2006
MFA, English/Creative Writing
Middle Tennessee State University 1998 — 1999
Bachelor of Arts, English
Pepper Hamilton LLP (Williams Lea) May 1998 - Present
Sommers Schwartz PC August 1994 - April 1998
First Investors Corporation August 1989 - February 1992
Skills
Litigation Support
Education
Park University 1984 — 1988
Dual BA, Political Science and Business Mgt.
University of Illinois Hospital & Health Sciences System October 2014 - Present
University of Illinois at Chicago July 2012 - October 2014
Chicago Public Schools February 2012 - July 2012
The New York Botanical Garden April 2010 - September 2011
Navigant Consulting June 2006 - March 2010
Elgin Mental Health Center May 2005 - August 2005
First Investors Corporation January 2005 - April 2005
Skills
HRIS, Human Resources, Performance Management, Background Checks, Exit Interviews, Onboarding, Employee Relations, Recruiting, Talent Acquisition, PeopleSoft, Public Speaking, College Recruiting, Microsoft Office, New Hire Orientations, Interviews
Education
Northern Illinois University 2001 — 2006
Bachelors of Science, Business Management
Northern Illinois University 2001 — 2006
Bachelors of Arts, Psychology
SGC Financial February 2004 - Present
First Investors Corporation January 1999 - February 2004
Skills
Retirement Planning, 401k, Insurance, Wealth Accumulation, Mutual Funds, Financial Planners, Series 7, IRAs, Strategic Financial..., Investment Advisory, Sales, Retirement, Life Insurance, Fixed Annuities, Investment Strategies, Wealth Management, Finance, Series 63
Education
Oregon State University 1995 — 1999
lodi high
lodi high
UBS December 2014 - Present
HSBC Securities February 2013 - December 2014
Barclays Capital Inc. March 2007 - August 2010
Wexford Capital LLC June 2005 - March 2007
GlobeOp Financial Services 2004 - 2004
Lord Abbett 2002 - 2004
First Investors Corporation 1999 - 2002
Skills
Compliance, Process Improvement, Risk Management, AML, KYC, Financial Risk, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Quality Center, Hedge Funds, Analysis, Derivatives, Fixed Income, Operational Risk, Strategy, Banking, Securities, Investment Banking, Capital Markets, Financial Services, Middle Office, Asset Management, Operational Risk..., Business Requirements, Team Management, FINRA, Back Office, Governance, Reference Data, Series 63, Due Diligence, Mutual Funds, Business Analysis, Management, Leadership, Anti Money Laundering
Education
Pace University School of Law 2004 — 2005
University of Virginia 1995 — 1999
BA
Byram Hills High School 1990 — 1995
Grosso Enterprises, LLC December 2013 - Present
First Investors Corporation 1997 - December 2013
Matchbox Toys, BBS, & First Investors April 1979 - May 1991
Kidde. Inc. 1974 - 1979
Skills
Securities, Securities Regulation, FINRA, Series 7, Mutual Funds, AML, Financial Services, Investments, Series 24, Series 63, Alternative Investments, Investment Advisory, Asset Allocation, Hedge Funds, Fixed Annuities, Retirement Planning
Education
Seton Hall University School of Law 1973 — 1977
JD, Law
Monmouth University 1970 — 1973
MBA, Business
New Jersey Institute of Technology 1965 — 1969
BSIE, Industrial Engineering
First Investors Corporation October 2009 - March 2010
Education
Northern Arizona University 2007 — 2009
SUPERVALU June 2014 - Present
SUPERVALU April 2013 - June 2014
SUPERVALU October 2011 - April 2013
SUPERVALU November 2010 - October 2011
Premier Sales Solutions March 2010 - November 2010
Wells Fargo Bank July 2006 - February 2009
Wells Fargo Bank July 2004 - July 2006
First Investors Corporation November 2003 - June 2004
Skills
Retail, Merchandising, Sales, Credit, Forecasting, Inventory Management, Microsoft Excel, Team Building, Finance, Training, Pricing, Data Analysis, Banking, Microsoft Word, Negotiation, Strategy, Assortment, Team Leadership, Microsoft Office, Vendor Management, Purchasing, Customer Service, Process Improvement, Financial Analysis, Customer Satisfaction, Inventory Control, Analysis, Budgets, Program Management, P&L
Education
Luther College 1999 — 2003
BA, Management
Forest City High School
Camp Canine NY January 2013 - Present
wichcraft May 2011 - June 2012
S'MAC 2012 - 2012
Damn Good Food, Inc. September 2004 - May 2009
Hobart 1997 - 2002
First Investors Corporation 1989 - 1992
Skills
New Business Development, Marketing Strategy, Sales Management, Marketing, Management, Sales Operations, Sales, Public Speaking, Marketing Communications, Customer Service, Account Management, Team Building, Selling, Negotiation, Food, Strategic Planning, Hospitality, Event Planning, Restaurants, Food, Food Service, Restaurant Management, Catering, Menu Development, Business Planning, Training, Event Management, Customer Satisfaction, Budgets, Income Statement, P&L Management, P&L, Inventory Management, Purchasing
Education
Western New England University 1995 — 1996
MBA, Business Management
Mount Holyoke College 1984 — 1988
BA, English/Philosophy
Hamden Hall Country Day School 1981 — 1984
Northwest CleanSource 2010 - Present
NewPhase Consulting, Inc. December 2005 - December 2013
Tullius Partners July 2003 - November 2005
Mentor Graphics February 2000 - June 2003
AMEC February 1998 - February 2000
First Investors Corporation July 1997 - February 1998
Skills
Mergers, Financial Modeling, Management Consulting, Financial Analysis, Strategic Planning, Private Equity, Entrepreneurship, Investments, Business Strategy, Process Improvement, Business Development, Business Planning, Budgets, Data Analysis, Contract Negotiation, Mergers & Acquisitions, Strategic Financial..., Finance, Due Diligence
Education
University of Portland 2001 — 2003
MBA, Finance
Pacific University 1993 — 1997
BA, Finance and Accounting
Paychex September 2013 - Present
Paychex May 2013 - September 2013
Paychex June 2012 - September 2013
Paychex September 2009 - May 2012
Paychex May 2007 - August 2009
Paychex February 2005 - April 2007
Paychex January 2004 - January 2005
Paychex February 2003 - January 2004
First Investors Corporation December 2001 - June 2002
Skills
401k, Employee Benefits, Retirement, ERISA, Benefits Administration, Retirement Plan..., Recruiting, Life Insurance, Succession Planning, Leadership, Relationship..., Training, Onboarding, HRIS, Management, Performance Management, Salesforce.com, Leadership Development, P&L Management, Superior Client Service, Innovation, Development Of Employees, Communication Skills, Strategic Influence, Payroll, Cold Calling, Applicant Tracking..., Retirement Planning, Employee Relations, Insurance
Education
Penn State University 1998 — 2002
Bachelor of Science (B.S.), Marketing and International Business
Kent State University - Geneva Switzerland 2000 — 2001
Economics and Globalization
I. A. Englander & Co., Inc. 2009 - Present
Cipriani 2008 - 2009
S. V. Capital Management 2005 - 2008
Blackstone Architectural Design & Woodworking 2001 - 2005
First Investors Corporation 2003 - 2003
Education
Nichols College 2000 — 2004
Bachelor of Science, Finance, Accounting
First Investors Corporation June 2009 - November 2009
Education
Marist College 2005 — 2009
BS, Business Administration, Finance, Criminal Justice
Macy's December 2014 - Present
Still Dixon January 2013 - Present
Ralph Lauren August 2012 - Present
Prudential Financial April 2010 - August 2012
Bloomberg September 2009 - April 2010
First Investors Corporation May 2008 - August 2008
Oberon Media May 2007 - August 2007
Elite Financial Management June 2003 - May 2007
Skills
Microsoft Excel, Data Analysis, PowerPoint, Outlook, Access, Customer Service, Adobe Creative Suite, Microstrategy, Arthur Allocation, JDA, Bloomberg Terminal, Excel, Customer Relations, Word, Quickbooks, Enterprise Planning, Market Planning, Retail Buying, Financial Analysis, QuickBooks, Microsoft Word, Forecasting, Analysis, Management, Retail, Financial Reporting, Finance, Investments, Merchandising, Asset Management, Bloomberg, Trend Analysis, Business Planning
Education
New Jersey Institute of Technology - School of Management 2005 — 2009
BS, Finance and Marketing
The Lawrenceville School 2001 — 2005
Credit Union ONE July 2015 - Present
Credit Union ONE August 2014 - July 2015
Credit Union ONE May 2013 - August 2014
Chase October 2011 - September 2012
Chase November 2009 - October 2011
First Investors Corporation May 2009 - October 2009
Village at Chandler Crossings August 2007 - April 2009
Production Tool Supply June 2004 - February 2008
Skills
Finance, Customer Service, Banking, Investments, Leadership, Financial Services, Process Improvement, Management, Time Management, Microsoft Office, Public Speaking
Education
Walsh College 2015 — 2017
MBA/MSF, Business
Michigan State University 2006 — 2009
BS, Finance
Chippewa Valley High School 2000 — 2004
Macerich April 2014 - Present
University of Wisconsin-Parkside April 2011 - April 2014
Wisconsin Department of Workforce Development June 2010 - April 2011
First Investors Corporation August 2009 - December 2009
Skills
HRIS, Employment Law, Employee Benefits, PeopleSoft, Employee Relations, Benefits Administration, New Hire Orientations, Onboarding, Deferred Compensation, Human Resources, HR Policies, Microsoft Excel, Payroll, Resume Writing, Applicant Tracking...
Education
Marquette University 2009 — 2011
Master of Science
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Arts
Marist
Prudential Premier Properties November 2009 - Present
First Investors Corporation 2003 - 2009
Education
Louisiana State University 1998 — 2002
B.S., Information Systems & Decision Sciences / Finance
Nations Insurance Solutions June 2015 - Present
Nations insurance solutions February 2013 - September 2014
Primerica October 2012 - February 2013
Preferred Care Partners March 2012 - January 2013
State Farm Insurance August 2007 - May 2011
First Investors Corporation January 2007 - August 2007
Skills
Insurance, Health Insurance, Mutual Funds, Series 6, IRAs, Property & Casualty..., Term Life Insurance, Long-term Care, Investments, Sales, Retirement Planning, 401k Rollovers, Financial Planners, Wealth Management, Retirement, Employee Benefits, Medicare, 401k, Variable Annuities, Pensions, Whole Life, Personal Finance, Financial Advisory, General Insurance, Asset Allocation, Securities, Long Term Care Insurance, Investment Advisory, Wealth, Financial Services, Roth IRA, Customer Service, Umbrella Insurance, Casualty, Universal Life, Legal Liability, Professional Liability, Liability, Time Management, Investment Strategies, Homeowners, Claim, Commercial Insurance, Health Savings Accounts, Medicare Part D, Critical Illness, Health Policy, Medicaid, HIPAA, Training
Education
FLDFS 2007 — 2007
2-20, 2-15, Financial Planning and Services
Finra 2007 — 2007
Series 6, Financial Planning and Services
Miami Dade College 2003 — 2005
AA, Exercise Physiology
University of Dubuque 2002 — 2002
none, physical education
Financial Industry Regulatory Authority (FINRA) February 2015 - Present
PricewaterhouseCoopers March 2006 - February 2015
First Investors Corporation August 1994 - March 2006
Skills
Governance, Financial Analysis, Strategy, Business Process..., Process Improvement, Risk Management, Financial Services, Management Consulting, Due Diligence
Education
Montclair State University 1989 — 1993
BA, Communications Studies
Deloitte April 2013 - Present
Plus Relocation Services February 2012 - April 2013
Goodwill Industries June 2010 - February 2012
The French International School January 2010 - June 2010
First Investors Corporation July 2009 - August 2009
Harper College June 2006 - August 2007
Bactlab Limited October 2003 - November 2004
Skills
Recruiting, PowerPoint, Training, Customer Service
Education
Loyola University Chicago 2007 — 2009
Bachelor of Business Administration, Management and International Business
William Rainey Harper College 2005 — 2007
Associate Degree, Business Administration
Université Pierre Mendès-France (Grenoble II) 2000 — 2003
World Kitchen July 2010 - Present
Marietta Corporation February 2010 - July 2010
Graphic Packaging International January 2008 - December 2009
Altivity Packaging April 2007 - December 2007
Field Container December 2005 - April 2007
First Investors Corporation January 2005 - May 2005
Skills
Kronos, SAP HR, Cognos, Succession Planning, Employee Relations, Human Resources, HRIS, Performance Management, SuccessFactors, Payroll, Personnel Management, Management, Leadership, SAP
Education
Northern Illinois University 2009 — 2011
Master, Business Administration
Northern Illinois University 2001 — 2005
Bachelor of Science, Human Resource Management
AASKI Technology January 2015 - Present
First Investors August 2013 - January 2015
First Investors Corporation August 2011 - August 2013
Volpe's Cream King May 2008 - September 2011
L'Oréal April 2011 - June 2011
York Realty Services LLC October 2010 - April 2011
Merrimack College September 2007 - May 2010
Foxx Enterprises, LLC May 2007 - August 2007
Skills
Investments, Financial Analysis, PowerPoint, Business Strategy, Time Management, Accounting, Management, Leadership, Public Speaking, Marketing, Finance, Banking, Analysis, Risk Management, Corporate Finance, Financial Services, Mutual Funds
Education
Merrimack College 2006 — 2010
Bachelor, Business Administration; Finance
St. Rose High School
University of Westminster
Nationwide Financial August 2013 - Present
Nationwide Financial March 2012 - August 2013
Sogeti October 2010 - March 2012
First Investors Corporation May 2010 - July 2010
MetLife Auto & Home June 2008 - September 2008
Skills
Business Analysis, Ruby, R, SSIS, ETL, Data Analysis, Systems Analysis, Test Automation, Predictive Modeling, VB.NET, Text Mining, Web Testing, Agile & Waterfall..., Variable Annuities, SQL, Life Insurance, Fixed Annuities, Java, Excel models, Visual Studio, Reinsurance, Financial Modeling, Leadership, Data Science, Predictive Analytics
Education
Ohio University 2006 — 2010
BBA, Finance and Management Information Systems
Composite Software May 2010 - Present
Sybase July 2008 - May 2010
Decru, Inc. (Network Appliance Company) May 2006 - December 2007
BEA Systems July 2001 - April 2006
XRT America, Inc August 1996 - August 2001
Investment Alternatives, Inc/Corestates Bank March 1993 - June 1996
First Investors Corporation October 1991 - March 1993
Education
Lynchburg College 1988 — 1991
BA, Business Management
NSWC Carderock Division, Detachment Norfolk, Combatant Craft Division June 2001 - Present
Newport News Shipbuilding, A Division of Huntington Ingalls Industries July 1987 - June 2001
First Investors Corporation 1995 - 1997
Skills
Management, Project Management, Business Planning, Security Clearance, DoD, Leadership, Program Management, Engineering Management, Technology Integration, Small Boat Operations, Boat Building, Engineering
Education
Penn State University 2009 — 2011
MBA, Business Administration
Valparaiso University 1983 — 1987
BSME, Mechanical Engineering
Negley Associates July 2005 - Present
First Investors Corporation 2004 - 2004
Skills
Insurance, Property & Casualty..., Underwriting, General Insurance, Reinsurance, Commercial Insurance, Liability, Legal Liability, Commercial Lines, Casualty, Customer Service
Education
Montclair State University
BA, Finance, International Business
DTE Energy January 2015 - Present
Raytheon September 2013 - January 2015
Sky BIrd Travel March 2013 - September 2013
Ax Now! May 2012 - March 2013
First Investors Corporation December 2010 - March 2012
Oakland University May 2007 - May 2011
Keweenaw Research Center 2002 - 2004
Skills
Microsoft Office, Customer Service, Research, Mutual Funds, Microsoft Excel, Public Speaking, Troubleshooting, Project Management, Team Leadership, Process Improvement, Business Analysis, Business Development, Quantitative Analytics, Forecasting, Data Modeling, Data Mining, Analysis, Access, Analytics
Education
Oakland University 2009 — 2011
MBA, Finance/Entrepreneurship
Oakland University 2007 — 2009
Bachelors, Integrative Studies
Purdue University
Ladenburg Thalmann July 2014 - Present
Sidoti & Company, LLC August 2012 - July 2014
GTK Capital March 2009 - July 2012
GTK Capital, LLC May 2004 - April 2009
First Investors Corporation January 2000 - April 2004
First Investors Corporation February 1999 - December 1999
First Investors February 1998 - February 1999
Skills
Equities, Investments, Hedge Funds, Portfolio Management
Education
Manhattan College 1993 — 1998
BA
northern valley old tappan 1989 — 1993
First Investors Corporation May 2011 - October 2011
Northern Arizona University September 2008 - May 2011
Little Professor Book Center October 2004 - August 2007
Education
Northern Arizona University 2007 — 2011
B.S.B.A., Finance, Management
Roncalli
First Investors Corporation 1998 - Present
Skills
Accounting, Access, Financial Statements, Financial Reporting, Financial Analysis, General Ledger, Financial Accounting
Education
St. Aloysius High School 1976 — 1980
Middlesex County College
Associates, Accounting
Deutsche Bank June 2015 - Present
GE Capital March 2012 - June 2015
New York Life Insurance Company January 2011 - March 2012
New York Life Insurance Company May 2010 - December 2010
New York Life Insurance Company August 2009 - April 2010
New York Life Insurance Company March 2009 - July 2009
First Investors Corporation October 2008 - February 2009
SunTrust Equipment Financing & Leasing Corp. (SunTrust Bank) June 2007 - July 2008
Skills
Valuation, Bloomberg, Risk Management, Credit, ALM, Financial Risk, Investment Banking, Portfolio Management, Finance, Fixed Income, Investments, Equities, Financial Services, Financial Analysis, Securities
Education
New Jersey Institute of Technology - School of Management 2010 — 2012
MBA
Loyola University Maryland 2003 — 2007
BA, Business Administration
Citi September 2014 - Present
Schmidt & Volk CPAs, P.C. October 2013 - September 2014
Maximus Federal Services May 2013 - April 2014
Salvatore's Pizzeria September 2012 - May 2013
First Investors Corporation May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Time Management, Inventory Management, Leadership, Teamwork, Customer Satisfaction, Loss Prevention, Team Leadership, Accounting, Bookkeeping, Account Reconciliation, QuickBooks, Accounts Payable, Accounts Receivable, General Ledger, Journal Entries, Tax Preparation, Tax, Tax Returns, Tax Accounting
Education
The College at Brockport, State University of New York 2012 — 2013
Bachelor's degree, Accounting
The College at Brockport, State University of New York 2010 — 2012
Bachelor's degree, Finance
Monroe Community College 2008 — 2010
Associate of Science, Business Administration, 3.02
Scottsdale, AZ Financial Firm April 2012 - Present
First Investors Corporation December 2002 - March 2012
UNITED STATES ARMY - 82nd Airborne, Ft. Bragg, North Carolina December 1993 - January 1997
Skills
AML, FINRA, Securities, Series 63, Series 7, Mutual Funds, Investments, Financial Services, OFAC, Series 24, Series 6, Bank Secrecy Act, Broker-Dealer, Financial Analysis, Asset Allocation, Private Investigations, USA PATRIOT Act, Internal Audit, Series 53, Series 27, Fixed Annuities
Education
Monmouth University
BS, Business Finance
ZAIS Solutions, LLC May 2011 - Present
First Investors Corporation January 2011 - May 2011
Education
LIU Brooklyn 2008 — 2011
pursuing BS, Finance & Business Management
First Investors Corporation August 2006 - January 2010
Education
West Valley College 2010 — 2011
Oral Roberts University 2000 — 2004
Bachelor's of Arts, Biblical Literature: New Testament
J.P. Morgan November 2014 - Present
J.P. Morgan October 2013 - Present
J.P. Morgan April 2012 - October 2013
First Investors Corporation May 2011 - August 2011
Skills
Consultative sales..., Presentation Skills, Investment Management, Financial Planning, Economic Knowledge, Competitive Positioning, Competitive Knowledge, Fiduciary, Internal Wholesaler, Internal Client Advisor, Mutual Funds, Relationship Management, 529, ETFs, Retirement
Education
The University of Akron 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Murdoch University
SunTrust Bank January 2014 - Present
Dockside Sports Bar and Grille September 2010 - June 2013
First Investors Corporation October 1990 - December 2009
East Jefferson General Hospital May 1989 - October 1990
Skills
Insurance, Sales, Real Estate, Marketing, Fixed Annuities, Investments, Customer Service, Employee Benefits, Life Insurance, Coaching, Health Insurance, Leadership, Management, Successful Business..., Owner-managed businesses, Restaurant Management, Waitressing, Bartending, Payroll, Long-term Care, Small Business, Training, Wealth Management
Education
Loyola University New Orleans 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Psychology
South Lafourche High School, La 1982 — 1985
Boy Scouts of America Miami Valley Council April 2010 - Present
Boy Scouts of America Miami Valley Council October 2003 - March 2010
First Investors Corporation November 1984 - October 2003
Skills
Inside Sales, Inventory Management, Youth Leadership
Education
Ohio Northern University 1980 — 1984
BS, Finance
Guy Carpenter April 2009 - Present
John B. Collins Associates, Inc. August 2008 - April 2009
First Investors Corporation December 2007 - June 2008
Skills
Reinsurance, Insurance, Underwriting, Financial Analysis, Risk Management, Property & Casualty..., Business Analysis, General Insurance, Brokers, Microsoft Excel, Claim, Commercial Insurance, Project Management, Liability, Strategic Planning
Education
Minnesota State University, Mankato 2004 — 2008
Bachelor of Science, Economics, Finance
South Dakota State University 2003 — 2003
AIG Global Asset Management Company October 2014 - Present
OppenheimerFunds April 2010 - October 2014
First Investors Corporation June 2008 - April 2010
AT&T Mobility May 2006 - February 2008
Skills
Series 7, Series 63, Series 24, Risk Management, FINRA, Financial Analysis, Compliance Management, Policy Analysis, Governance, Compliance, SOX, Policy, Series 3, Charles River IMS, SEC filings, Investment Advisers Act, Investment Advisor..., Investment Compliance, Investment Company Act, Internal Audit, Regulatory Examinations, Email Archiving, Surveillance, Mutual Funds, Separately Managed..., Document Review, Social Media
Education
New York University, Stern School of Business 2011 — 2014
MBA, Investments and Securities
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2008
BS, Finance
Middlesex County College 2003 — 2006
Associates, Liberal Arts Business
Electric Machinery November 2010 - February 2012
Electric Machinery January 2007 - November 2010
Electric Machinery July 2006 - January 2007
Electric Machinery July 2005 - July 2006
Electric Machinery 2000 - 2005
Electric Machinery 1997 - 2000
Electric Machinery 1995 - 1997
Electric Machinery 1992 - 1995
First Investors Corporation 1991 - 1991
Skills
Financial Analysis, Budgeting, Project Finance, Cost Analysis, Cost Accounting, Supervisory Skills, Inside Sales, Account Reconciliation, Integrity, ISO standards, Manufacturing Operations, Accounts Payable, Accounts Receivable, SAP, Variance Analysis, Excel, Access, MS Project, Letters of Credit, OHSA Compliance, ISO Auditor, Terms & Conditions, Payroll Reconcilliation, Master Scheduling, Customer Satisfaction, Internal Communications, Quotations, Purchase Orders, Invoice Processing, Technical Research, Financial Planning, Project Planning
Education
Minnesota State University, Mankato 1984 — 1988
Bachelor of Science, Accounting and Finance, 3.91
Currie & Brown Inc. February 2012 - Present
First Investors Corporation July 2010 - August 2010
Skills
Human Resources, Recruiting, Internet Recruiting, Employee Benefits, Benefits Administration, Social Recruiting, Microsoft Office, Social Media, LinkedIn Recruiter, Full-life Cycle..., Interviews
Education
Rider University 2009 — 2011
Bachelor of Science, Human Resources Management
Mercer County Community College 2007 — 2009
Business Administration
Nissan Forklift Corporation 2005 - 2012
First Investors Corporation March 2003 - April 2005
Dur-O-Wal, Incorporated August 2001 - November 2002
Pursuit Marketing, Incorporated June 1999 - November 2001
Skills
Strategic Planning, Operations Management, Project Management, System Installation and..., Policy and Procedure..., Bill of Material..., Inventory Control, Quality Control, Regulatory Compliance, Warehousing Operations, Distribution Management
Education
Northern Illinois University 2008 — 2012
Masters of Science, Industrial Management
Northern Illinois University 1985 — 1987
Bachelor of Science, Operations Management
FINRA February 2004 - Present
First Investors Corporation January 2001 - February 2004
Education
Muhlenberg College 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
First Investors Corporation October 2005 - Present
Education
Middlesex County College
Associate of Arts (A.A.), Business
Paul Stuart, Inc. May 2014 - Present
Frette, Inc October 2010 - April 2014
First Investors Corporation September 2008 - November 2008
Skills
Windows Vista/XP, Mac...
Education
Marist College
B.S. Degree, Business Administration; Finance