First Investors Corporation
First Investors Corporation List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Investors Corporation. You can filter them based on skills, years of employment, job, education, department, and prior employment.
First Investors Corporation Salaries. You can even request information on how much does First Investors Corporation pay if you want to. Learn about salaries, pros and cons of working for First Investors Corporation directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,126 First Investors Corporation employees in database. Find out everything there's to know about First Investors Corporation employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
First Investors Corporation Employees
Louis Dreyfus Commodities February 2015 - Present
Pantaenius GmbH & Co. KG August 2013 - January 2015
Hickory & Tweed Ski and Bike Shop November 2012 - August 2013
USI Insurance Services April 2012 - November 2012
USI Insurance Services September 2011 - April 2012
First Investors Corporation May 2011 - September 2011
Mario J. Gabelli School of Business January 2011 - May 2011
Roger Williams Men's Rugby Club August 2010 - May 2011
Roger Williams University May 2010 - May 2011
Northwestern Mutual Financial Network May 2010 - May 2011
Skills
Data Analysis, Excel, Microsoft CRM, SAP, Operations, Personal Finance, Access, VBA, HTML, Word, PowerPoint, Training & Development, Customer Relations, Business Analysis, Market Research, Operational Efficiency, Critical Thinking
Education
State University of New York Maritime College 2013 — 2014
Master's Degree, International Transportation Management
Roger Williams University 2007 — 2011
BA, Finance, Mathematics, 3.3
Horace Greeley High School
New York State Regents Diploma
CliftonLarsonAllen January 2014 - Present
Teachers Credit Union April 2011 - August 2013
First Investors Corporation May 2009 - August 2009
Skills
Accounting, Banking, Financial Reporting
Education
Indiana University-Purdue University at Indianapolis 2011 — 2014
Master's degree, Accounting
Purdue University 2006 — 2010
Bachelor of Science, Financial Planning
Aon Hewitt September 2013 - April 2015
Boys and Girls Club of Trinity April 2013 - September 2013
IHOP June 2009 - November 2012
First Investors Corporation December 2011 - March 2012
Skills
SAP R/3, Spanish, Microsoft Word, Microsoft Excel, Management, Customer Service, Human Resources, Labor Relations, Organizational..., Public Speaking, Leadership, Leadership Development, Organizational..., Employee Relations, Microsoft Office, PowerPoint, Social Media, Employee Benefits, Time Management, Recruiting, Outlook
Education
Sam Houston State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Human Resource Management
Hitachi Data Systems February 2014 - Present
Hitachi Data Systems May 2012 - February 2014
Hitachi Data Systems November 2010 - May 2012
LAB Advisors, LLC February 2010 - November 2010
UBS Investment Bank August 2008 - August 2009
First Investors Corporation May 2007 - December 2007
Farmers Insurance August 2003 - September 2005
Skills
Outlook, Analysis, International Business, PowerPoint, Microsoft Excel, Microsoft Word, Business Analysis, Go-to-market Strategy, Channel Partners, Partner Engagement, Program Management, Strategy, Product Management, Competitive Analysis, Management, Leadership, Salesforce.com, Marketing
Education
Stanford University 2013 — 2013
Continuing Studies
University of Cambridge 2008 — 2009
Certificate, International Business/Management
Universidad Autónoma de Guadalajara 2008 — 2008
Certificate, Business Spanish
Santa Clara University - Leavey School of Business 2005 — 2008
BS, Finance, International Business
The University of Houston Clear Lake April 2012 - Present
Gringo's Mexican Kitchen, Bullritos Management Group & Jimmy Changas September 2009 - October 2012
University of Houston Clear Lake Student Life Office July 2011 - April 2012
Texas Properties October 2004 - June 2010
First Investors Corporation September 2008 - August 2009
Skills
Student Affairs, Customer Service, Student Development, Student Leadership, Student Engagement, Students, Professional Services, Managed Services, Retirement Planning, Investments, Mutual Funds, Series 63, Strategic Financial..., Fixed Annuities, Retirement, Asset Allocation, Series 7, Wealth Management, Life Insurance, Series 6, Product Marketing, Real Estate, Real Estate Transactions, Food Service
Education
University of Nebraska-Lincoln 2010 — 2012
Master of Education (M.Ed.), Higher Education/Higher Education Administration
University of Houston-Clear Lake 2007 — 2008
Bachelor of Science (B.S.), Finance, General
San Jacinto College 2005 — 2006
Business Administration and Management, General
Condé Nast March 2015 - Present
Conde Nast January 2014 - March 2015
Scripps Networks Interactive Inc. July 2012 - January 2014
RE/MAX First Adavntage May 2012 - July 2012
RAFFA, P.C. May 2011 - May 2012
The George Washington University September 2009 - May 2012
LUSH FRESH HANDMADE COSMETICS January 2010 - June 2011
First Investors Corporation May 2010 - August 2010
VSA Washington DC September 2009 - December 2009
Skills
Marketing Strategy, HTML, Web Design, Analytics, Campaign Monitor, Digital Marketing, DART for Advertisers, DoubleClick, Experian Hitwise, comScore, Neilson, Salesforce.com, Adobe, Vindico, Event Planning
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Marketing/ International Business
Institut d'Etudes politiques de Paris 2010 — 2010
Marketing, Human Resources, Finance, History of Paris, Fundamentals of the European Union
Comerica Bank March 2013 - November 2014
Comerica Bank September 2012 - February 2013
Comerica Bank July 2011 - September 2012
Santa Clara University October 2010 - June 2011
First Investors Corporation March 2011 - May 2011
Executive Sports Management October 2008 - May 2011
Bank of Hawaii June 2010 - August 2010
St. Andrew's Priory School June 2009 - July 2009
Oishi's Property Management July 2008 - September 2008
Jamba Juice March 2007 - September 2007
Skills
Financial Analysis, Loans, Credit, Analysis, Commercial Banking, Leadership, PowerPoint, Investments, Portfolio Management
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Finance
Syracuse University 2009 — 2010
St. Andrew's Priory 1995 — 2007
Voya Financial Advisors November 2009 - Present
First Investors Corporation May 2006 - October 2009
Education
Purdue University 1997 — 2001
Deutsche Bank May 2015 - Present
Avalon Net Worth January 2014 - May 2015
Schwartz Heslin Group, Inc. June 2013 - December 2013
Schwartz Heslin Group, Inc. September 2012 - December 2012
JPMorgan Chase June 2012 - August 2012
First Investors Corporation February 2012 - April 2012
Collegiate Entrepreneurs October 2009 - June 2010
Skills
Series 79, Investment Banking, Corporate Finance, Business Development, Management Consulting, Leadership, Capital Markets, Business Planning, Mergers & Acquisitions, Capital Raising, Private Equity
Education
Siena College 2008 — 2013
Bachelor's degree, Finance, General
CDW January 2011 - Present
Purdue University 2011 - 2011
First Investors Corporation June 2010 - August 2010
Skills
Sales, Management, Customer Service, Entrepreneurship, Retail, Finance, Salesforce.com, Cold Calling, Account Management, Sales Process, Direct Sales, Sales Management, Selling, Sales Operations, Solution Selling, CRM
Education
Purdue University 2006 — 2010
BS, Financial Counseling and Planning
Purdue University 2006 — 2010
B.S, Financial Counseling and Planning
Eagle Strategies, LLC February 2013 - Present
NYLIFE Securities LLC January 2010 - Present
New York Life January 2010 - Present
First Investors Corporation October 2007 - January 2010
Skills
Retirement Planning, Fixed Annuities, Retirement, Tax, Securities, Financial Services, Finance, Mutual Funds, Insurance, Employee Benefits, Life Insurance
Education
Roberts Wesleyan College 2002 — 2006
Bachelors of Science, Marketing
Morgan Stanley June 2015 - Present
BNY Mellon February 2012 - May 2015
Bank of America January 2009 - November 2011
Merrill Lynch April 2006 - January 2009
BNP Paribas October 2004 - April 2006
First Investors Corporation January 2004 - May 2004
Quinnipiac University Polling Institute January 2002 - May 2004
NTL Incorporated/CoreComm Limited May 2000 - January 2002
Skills
Equities, Hedge Funds, Investment Banking, Alternative Investments, Equity Derivatives, Derivatives, Investments, Financial Services, Portfolio Management, Trading, Options, Fixed Income, Middle Office, Fund Of Funds, Client Services, Financial Analysis, Credit Derivatives, Mutual Funds, Bloomberg, Securities, Structured Products, Swaps
Education
Quinnipiac University 2000 — 2004
Bachelor of Science in Business Administration, Major: Finance -- Minor: International Business
Stonehill College June 2001 - Present
Stonehill College September 1998 - May 2001
Norwich Navigators Professional Baseball Franchise Double AA Affiliate New York Yankees September 1997 - September 1998
Alley Katz Bowling Center & Cleats Sports Club 1990 - 1997
First Investors Corporation 1989 - 1990
Skills
Higher Education, Event Planning, Program Development, Event Management, Public Speaking, Thought Leadership, Strategic Visionary, Management, Marketing, Strategic Planning, Customer Service, Leadership Development, Budgets, Staff Development, Strategic Communications, Team Building, Marketing Strategy, Meeting Planning, Supervisory Skills, Fundraising, Project Planning, Volunteer Management, Integrated Marketing, Student Affairs, Public Relations
Education
Simmons College 2008 — 2011
Master of Science (M.S.), Communications Management
Temple University 1986 — 1988
Bachelor of Science (B.S.), Sports Administration / Physical Education
Webber International University 1983 — 1985
Assoicate of Science, Business Administration
WithumSmith+Brown January 2014 - Present
Hutchins, Meyer & DiLieto, PA June 2000 - January 2014
Koenig, Russo & Associates June 1995 - June 2000
Jennings & Company, CPA's 1990 - 1995
First Investors Corporation 1988 - 1990
Skills
Financial Analysis, Budgets, Financial Reporting, Tax, Accounting, Partnership Taxation, Due Diligence, Financial Audits, CPA, Auditing, Forensic Accounting, Payroll, Small Business, Income Tax, Tax Accounting, Tax Preparation, GAAP, Financial Statements, Corporate Tax, US GAAP
Education
Rowan University 1986 — 1988
BS, Accounting
Sayreville War Memorial 1981 — 1984
Direxion Investments June 2013 - Present
Neuberger Berman April 2012 - June 2013
Allianz Global Investors February 2007 - February 2012
New England Financial March 2003 - January 2007
First Investors Corporation July 2002 - March 2003
Skills
Series 3, Series 7, Series 63, Series 65, ETFs, Mutual Funds, Internal Sales SMA..., CIMA candidate, Finance, Investments, Separately Managed..., Alternative Investments, Asset Allocation, FINRA, Equities, Asset Management, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2002
Bachelor of Arts, Economics
Seton Hall University 1996 — 1999
Selective Insurance June 2015 - Present
IntercontinentalExchange, Inc. March 2012 - June 2015
AIG May 2011 - March 2012
AIG May 2009 - May 2011
First Investors Corporation November 2007 - October 2008
Skills
Financial Markets, Investor Relations, Corporate Governance, Financial Services, Proxy Statements, Equities, Bloomberg, Financial Analysis, Trading, Fixed Income, Series 7, Bloomberg Terminal, Investments, Corporate Actions, Underwriting, Risk Management, Superior Client Service, Financial Regulation, Stock Market, ThomsonOne, Product Marketing, Salesforce.com, Proxy Voting, Capital Markets, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2008
B.A., Economics
CFA Institute
Level 1 Candidate
Amerifarms Llc October 2013 - Present
Clean Power Finance May 2013 - October 2013
Vino Volo April 2013 - April 2013
Bain & Company March 2013 - March 2013
One Kings Lane December 2012 - January 2013
Joyent November 2012 - November 2012
Cre8tive Class January 2011 - July 2012
First Investors Corporation April 2011 - June 2011
Merrill Lynch June 2010 - December 2010
Skills
Microsoft Excel, QuickBooks, Microsoft Word, PowerPoint, Sales, Event Planning, Data Entry, Problem Solving, Social Networking, SAP, Outlook, Vlookup, MS Excel Pivot Tables, Hlookups, Analysis, Accounts Payable, Accounts Receivable, Market Research, Facebook, Fundraising
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Economics
Skyline high school 2003 — 2007
Hub International February 2013 - Present
Hub International January 2012 - January 2013
Hub International January 2011 - January 2013
Hub International July 2011 - January 2012
Hub International January 2011 - June 2011
Haba, Division of Davion Inc. August 2010 - December 2010
First Investors Corporation May 2008 - August 2008
Paper Mart Envelope Company May 2007 - August 2007
Skills
Insurance, Employee Benefits, Microsoft Word, Outlook, Microsoft Office, Financial Analysis, Finance, Accounting, Strategy, Analysis, Sales
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2010
BA, Finance
St. John's University 2006 — 2010
Bachelor of Science, Finance
First Investors Corporation October 2013 - January 2015
Buffalo David Bitton March 2013 - September 2013
EPIC HOLLISTER CO March 2011 - April 2013
Sirius XM Radio Inc. September 2010 - December 2010
Sirius XM Radio September 2010 - December 2010
The Lion 90.7FM September 2008 - May 2010
THE LION 90.7 FM PENN STATE RADIO September 2008 - April 2010
Education
Penn State University 2006 — 2010
B.A., Communication
Comerica Bank September 2014 - Present
Comerica Bank April 2012 - September 2014
First Investors Corporation January 2012 - April 2012
Sam Houston State University 2010 - 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, Analysis, Financial Analysis, Access, Accounting, Banking, Cash Flow, Commercial Banking, Credit, Credit Analysis, Financial Accounting, Financial Reporting, Leadership, Loans, Microsoft Office, PowerPoint, Time Management, Teamwork, Data Analysis, Finance, Financial Modeling, Forecasting, General Ledger, Insurance, Investments, Management, Public Speaking
Education
Sam Houston State University 2007 — 2011
Bachelor of Business Administration, Finance, 3.1
Apple April 2013 - Present
KLA-Tencor August 2012 - March 2013
Hewlett-Packard April 2011 - August 2012
Hewlett Packard May 2007 - April 2011
First Investors Corporation January 2007 - March 2007
Skills
Proficient in Excel,..., Excellent..., Organized with an eye..., Have a passion for..., Fully committed and..., Forecasting
Education
Santa Clara University 2009 — 2012
MBA
University of California, Santa Cruz 2005 — 2007
BA, Business Management
Altus Group US Inc. July 2015 - Present
Penn State Investment Association January 2012 - Present
Delta Tau Delta Fraternity January 2013 - Present
LionLine Telefund February 2014 - Present
Irondequoit Country Club May 2012 - Present
Penn State Interfraternity Council January 2013 - Present
First Investors Corporation June 2014 - August 2014
Skills
PowerPoint, Financial Modeling, Microsoft Word, Financial Analysis, Microsoft Excel, Microsoft Office, Finance, Policy, Research, Public Speaking, Time Management, Leadership, Customer Service, Data Analysis
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance
GateHouse Media June 2015 - Present
Mengel, Metzger, Barr & Co. LLP October 2013 - May 2015
The Iroquois Group October 2011 - May 2013
Xerox June 2012 - August 2012
St. Bonaventure University November 2010 - April 2012
First Investors Corporation June 2011 - August 2011
Skills
Financial Reporting, Spreadsheets, Accounting, Microsoft Excel, Microsoft Office, Tax Returns, Income Tax, QuickBooks, Auditing, Accounts Payable, Account Reconciliation, Outlook, Financial Statements, Fixed Assets, Peachtree, GAAP, Assurance
Education
St. Bonaventure University 2012 — 2013
Master of Business Administration (MBA), Accounting
Saint Bonaventure University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
BNY Mellon April 2015 - Present
BNY Mellon February 2015 - March 2015
Big Heart Pet Brands June 2014 - August 2014
First Investors Corporation March 2014 - May 2014
Bankers Life and Casualty Company September 2013 - January 2014
Mockenhaupt Benefits Group June 2012 - May 2013
Kennywood Entertainment June 2007 - September 2010
Skills
Microsoft Excel, Microsoft Office, Access, Microsoft Word, PowerPoint, Windows, Computers, Research, Mathematics, Statistics, Calculus, Analysis, Data Analysis, Problem Solving, Critical Thinking, Insurance, Communication, English, Investments
Education
Robert Morris University 2009 — 2013
Bachelor of Arts (B.A.), Applied Mathematics, 3.4
First Investors Corporation March 2015 - September 2015
Rutgers University Student Life October 2012 - March 2015
The Millennium Group December 2013 - January 2014
Skills
Communication Skills, Time Management, Flexibility, Microsoft Office, Social Networking, Critical Thinking, Teamwork, Microsoft Word, Spanish, Event Planning, Microsoft Excel, Leadership, Facebook, Office Management, PowerPoint, Training, Customer Service, Communication
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
NBCUniversal, Inc. January 2015 - August 2015
Daimler AG February 2012 - April 2014
Carson Oil January 2011 - January 2012
Bienvenidos Children's Center April 2010 - August 2010
Rubicon Project November 2009 - March 2010
Merrill Lynch 2008 - 2008
First Investors Corporation June 2007 - August 2007
Clear Channel Radio June 2005 - August 2005
Skills
Project Management, Time Management, Microsoft Excel, Finance, SQL, Interviews, Access, Financial Analysis, Vlookup, Logical Formulas (Excel), Pricing, Financial Modeling, Accounting, Pivot Tables, Financial Reporting, SharePoint, Auditing, Advanced Excel, Macros, Visual Basic, Credit Analysis, Tax Statements, Underwriting, Hedging, Supply Chain Management, Cost Estimation, Data Manipulation, Inventory Valuation, Revenue Recognition, XML, UML, Stata, Eviews, OLAP, DTD, Cost Accounting, DCF Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
MBA, Finance
University of Oregon 2006 — 2009
BS, Economics, Business Administration
Stanford University
Online Course: Introduction to Databases
CIGNA September 2012 - Present
CIGNA Group Insurance July 2011 - September 2012
CIGNA Group Insurance June 2008 - July 2011
First Investors Corporation June 2006 - August 2007
Skills
Underwriting, Risk Management, Group Insurance, Disability Insurance, Employee Benefits, Life Insurance, Leadership, Critical Illness, Accident, Account Management, Benefits Administration, Claim, Managed Care, Management, Training, Insurance, Sales
Education
Temple University - Fox School of Business and Management 2009 — 2012
MBA, Risk Management
Penn State University 2004 — 2008
B.S., Actuarial Science
University of Virginia 2007 — 2007
Vanguard July 2011 - Present
Vanguard January 2008 - July 2011
Vanguard March 2007 - January 2008
Vanguard February 2005 - March 2007
First Investors Corporation February 1999 - January 2005
John Hancock Life Insurance Company (U.S.A.) December 1997 - January 1999
Skills
FINRA Series 6, FINRA Series 63, Client-focused, Coaching, Operations Management, Reporting Metrics, Leadership, Relationship Management, Series 63, Retirement Planning, Mutual Funds, Series 6, Financial Services, Asset Allocation, ETFs, 401k, Retirement, FINRA, Investments, Investment Strategies, Strategic Financial..., IRAs, Finance, Financial Advisory, Insurance, High Net Worth..., Process Improvement, 401k Rollovers
Education
Pennsylvania State University-Great Valley Graduate Center 2012 — 2015
Master of Leadership Development (MLD)
Pennsylvania State University-Great Valley Graduate Center 2010 — 2014
MBA, New Ventures and Entrepreneurial Studies
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1998
Bachelor of Science, Finance
Federal Reserve Bank of Richmond January 2012 - Present
Federal Reserve Bank of Richmond May 2011 - August 2011
Geek Squad August 2007 - January 2009
First Investors Corporation July 2005 - August 2007
Skills
Finance, Training, Financial Risk, Data Analysis, Auditing, Access, PowerPoint, Bloomberg, Loans, Valuation, Process Improvement, Visio, Business Analysis, Internal Audit, Credit Analysis
Education
Virginia Commonwealth University
Finance
Rutgers, The State University of New Jersey-New Brunswick
Biology/Biological Sciences, General
Aviara Animal Health Center August 2010 - Present
Bank of America September 2009 - July 2010
Vantex Mortgage Group May 2007 - September 2009
Hyatt Hotels Corporation September 2005 - May 2007
The Lambertville House February 2002 - July 2005
Goldman Sachs October 2000 - January 2002
Brown Brothers Harriman May 1999 - September 2000
First Investors Corporation August 1994 - May 1999
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1993
Bachelor of Arts, Mathematics
UBS Financial Services November 2008 - Present
Morgan Stanley September 2000 - November 2008
First Investors Corporation July 1999 - September 2000
Education
Saint Leo University 2004 — 2006
Masters, Business Administration
University of South Florida - College of Business Administration 1995 — 1999
BS, Marketing
JPMorgan Chase April 2011 - May 2012
Purdue University August 2010 - May 2012
First Investors Corporation May 2011 - August 2011
Potbelly Sandwich Works December 2006 - August 2011
Skills
Financial Analysis, Customer Service, Sales, Insurance, Personal Financial..., Team Leadership, Communication
Education
Purdue University 2008 — 2012
Bachelor of Science (B.S.), Financial Counseling and Planning
Corning Incorporated May 2013 - Present
IBM July 2012 - May 2013
IBM February 2012 - July 2012
IBM October 2010 - February 2012
IBM June 2009 - October 2010
IBM June 2008 - August 2008
IBM January 2008 - July 2008
Hess Corporation March 2007 - January 2008
Rutgers University & Boehringer Ingelheim 2008 - 2008
First Investors Corporation May 2007 - December 2007
Skills
Compensation, Recruiting, Employee Relations, Global Mobility, Teaming, Coaching, Job Coaching, Strategic HR, Human Resources, Data Analysis, Deferred Compensation, Leadership, Organizational..., Onboarding, Talent Management, Change Management, Performance Management, HR Policies, Microsoft Excel, Compensation & Benefit, Succession Planning, HRIS, Employee Engagement, Organizational Design, Talent Acquisition, HR Transformation, Workforce Planning, Applicant Tracking..., Management, HR Consulting, Compensation Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick
MHRM, Master of Human Resource Management, 4.0
The College of New Jersey
BA, Psychology
Ameriprise Financial 2001 - Present
First Investors Corporation July 1985 - December 2001
Education
Rensselaer Polytechnic Institute 1981 — 1985
Bachelor of Science, Mathematics, Business
Raney Sales Training January 2010 - Present
Apple Mobile Leasing March 2009 - January 2010
Audio Video Interiors April 2007 - April 2008
Raney Sales Training April 2005 - April 2007
Raney Financial Services, Inc. February 2001 - April 2005
FirstMerit Securities January 1988 - February 2001
First Investors Corporation April 1984 - January 1988
Education
Principia College 1978 — 1982
B. A., Business Administration
Byrne Asset Management September 2006 - Present
Ernst & Forster June 1998 - August 2006
Merrill Lynch November 2004 - November 2005
Old Grange Graphics May 1991 - June 1998
Robert Wood Johnson Foundation April 1989 - April 1991
First Investors Corporation May 1984 - April 1989
First Investors Corporation May 1981 - May 1984
Skills
Series 7, Alternative Investments, Securities, Mutual Funds, Asset Managment, Wealth Management, Investment Advisory, Investments, Fixed Income, Asset Allocation, Financial Advisory, Investment Strategies, Finance, Bonds, Portfolio Management, Retirement Planning, Investment Management, Hedge Funds, Equities, Bloomberg, Economics, Series 63, ETFs, Asset Management, Capital Markets, Private Equity
Education
University of Pennsylvania - The Wharton School 1982 — 1984
M.B.A., Finance
Rutgers University-New Brunswick 1977 — 1981
B.A., Economics
Schlumberger April 2015 - Present
Schlumberger March 2014 - April 2015
Schlumberger August 2013 - February 2014
Calvin Klein August 2012 - July 2013
First Investors Corporation March 2012 - June 2012
Skills
SAP, Financial Analysis, Data Analysis, Microsoft Excel, Market Research, Customer Service, Financial Modeling, Finance, Analysis, Excel, PowerPoint, Word, Account Management, Customer Relations, Market Analysis, Investments, Financial Reporting, Outlook, Spanish, Forecasting, Microsoft Word
Education
IES School of Business and International Affairs
Bachelor of Business Administration (BBA), International Business
Santa Clara University
Bachelor of Science (B.S.), Finance
Graphik Dimensions Ltd. January 2015 - Present
Graphik Dimensions Ltd. August 2013 - December 2014
Systel Business Equipment October 2012 - August 2013
Principal Financial Group June 2012 - August 2013
First Investors Corporation June 2011 - June 2012
Davie County Public Schools August 2008 - June 2011
Rick Younts Inc. May 2000 - August 2008
Skills
401k Rollovers, Life Insurance, 401k, Referrals, Family Business, College Funds, Retirement Planning, Corporate Finance, Small Business..., Wealth Accumulation, Wealth Management, Tax Free Income, Series 63, Series 6, Annuity Sales, Writing, Teaching, Communication, Insurance, Small Business, Investments, Fixed Annuities, Disability Insurance, Long-term Care, Sales, Management, Customer Service, Public Speaking, Team Building, Microsoft Office, Account Management
Education
Salem College 2009 — 2011
Master of Education (MEd), Language and Literacy, 3.5 GPA
Winston-Salem State University 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General, 3.7 GPA
UNC Charlotte 2003 — 2004
Transfer, General studies
North Davidson High School 1999 — 2003
High School Diploma
The Centurion Group Associate Account RepresentativeMutual of AmericaNovember 2006 - September 2010
Mutual of America November 2006 - September 2010
First Investors Corporation June 2006 - October 2006
Montgomery County Office of Children & Youth May 2005 - August 2005
Education
Shippensburg University of Pennsylvania 2001 — 2005
BS, Public Administration
Ipreo August 2012 - Present
Oppenheimer & Co. June 2011 - August 2011
First Investors Corporation June 2010 - August 2010
Skills
Bloomberg, Microsoft Excel, Investments, Microsoft Word, Analysis, Microsoft Office, PowerPoint, Access, Portfolio Management, Trading, Fixed Income
Education
Investment Banking Institute 2014 — 2014
Intensive financial modeling and valuation training
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BSc), Finance and Management (Double Major)
SUNY Stony Brook 2007 — 2008
Fortistar Capital LLC March 2015 - Present
Fortistar LLC November 2012 - Present
PwC June 2012 - November 2012
PwC October 2009 - May 2012
PwC January 2009 - March 2009
A division of PNC Bank September 2007 - May 2008
First Investors Corporation December 2006 - August 2007
BASF May 2005 - September 2005
Skills
Banking, Mutual Funds, Auditing, GAAP, Microsoft Excel, Accounting, SEC filings, Life Insurance, Internal Controls, Financial Reporting, CPA, Budgets, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Series 63, Great Plains Systems..., Financial Modeling, Financial accounting..., Financial Analysis, SEC Filings, Finance
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2009
Master of Business Administration (M.B.A.), Accounting, 3.9/4.0 GPA
Rutgers University-New Brunswick 2004 — 2007
BA, Economics - Major, Pyschology - Minor
PHHS
PHHS
Wells Fargo April 2011 - March 2014
Comcast September 2010 - March 2011
First Investors Corporation March 2010 - July 2010
AIESEC Oregon June 2009 - June 2010
Portland State University June 2009 - February 2010
Portland Community College September 2007 - May 2008
Maxim Integrated Products September 2006 - June 2007
Macy's March 2006 - July 2006
Skills
Data Analysis, Research analysis, Marketing & Sales, Cost/benefit analysis, Financial Valuation, Preparation Of Reports, Customer Service, Punctuality, Written and oral..., Outlook, Excel, Word, Access, Research, Leadership, Training, Microsoft Excel, Microsoft Word, Business Development, Program Management, Social Networking, Microsoft Office, Sales
Education
Portland State University - School of Business 2008 — 2010
Bachelor of Science, Finance
Portland Community College 2005 — 2008
Associate, Business Administration and Management, General
PRWT Services, Inc. April 2009 - Present
Merck August 1999 - March 2009
First Investors Corporation 1994 - August 1998
Skills
Customer Service, Troubleshooting
Education
Saint Leo University 2003 — 2008
Bachelor's Degree in Business Administration with specialization in management, Business, Human Resources
U.S. Bank September 2012 - Present
Accenture (Origin Digital) December 2011 - September 2012
CSAI Inc. January 2008 - July 2010
First Investors Corporation October 2009 - January 2010
Skills
Financial Analysis, Hedge Funds, Private Equity, Finance, Analysis, Investments, Microsoft Excel, Portfolio Management, Banking, Financial Modeling, Corporate Finance, PowerPoint, Accounting, Access, Business Analysis, Data Analysis, Forecasting, Team Leadership, Research, Outlook, Credit, Digital Media, Client Relations Skills, Videography, Technical Support, Desktop Support..., Video Production
Education
The Ohio State University 2008 — 2011
Bachelors, Finance, 2011
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelors of Science, Finance
Passaic High School 2003 — 2007
High School Diploma
Wealthcare Investment Partners December 2000 - Present
First Investors Corporation January 1988 - December 2000
Skills
Estate Planning, Investments, Securities, Financial Services, Portfolio Management, Strategic Financial..., Wealth Management, Financial Planners, Financial Analysis, Risk Management, New Business Development, Equities, Asset Managment
Education
Roger Williams University 1985 — 1987
BS, Finance, Economics
Killingly High School 1981 — 1983
Whitfield County Tax Assessors May 2007 - Present
Golden Corral Tucson, Arizona December 2003 - October 2004
First Investors Corporation December 2001 - October 2003
Golden Corral May 1998 - March 2002
Education
Troy University 2006 — 2008
B.S., Social Science
Pima Community College 2004 — 2006
A.A., Liberal Arts
FactSet Research Systems December 2012 - Present
FactSet Research Systems July 2010 - December 2012
First Investors Corporation March 2009 - June 2009
The Public Press January 2009 - May 2009
Skills
Financial Analysis, Financial Modeling, Investments, Strategy, Portfolio Management, Start-ups
Education
San Jose State University 2008 — 2009
Business Management
The Adirondack Trust Company November 2008 - May 2014
Saraspa Rod and Gun Club May 2010 - February 2012
MINOR Improvements PT June 2005 - November 2011
First Investors Corporation March 2008 - September 2008
Skills
Customer Service, Time Management, Banking, Strategic Planning, Investments, Financial Analysis, Microsoft Excel, Marketing, Motivation, Philosophy, Happiness, ACH, Debit Cards, Writing, Efficiency, Leadership, Budgets, Credit, Business Development, Sales, Management, Microsoft Office
Education
Siena College 2004 — 2007
BS, Management and Marketing
Siena College 2004 — 2007
Bachelor of Science (BS), Management and Marketing
Social Security Administration May 2012 - Present
Booz Allen Hamilton July 2011 - May 2012
Protiviti April 2010 - July 2011
Capital Market Services May 2008 - March 2009
First Investors Corporation September 2007 - December 2007
Sterling National Bank May 2006 - August 2006
Skills
Data Analysis, Windows, Microsoft Excel, Outlook, PowerPoint, SQL, Microsoft Office, HTML, Microsoft Word, Mac OS X, Database Administration, Java, Budgets, Operating Systems, QuickBooks, Computer Hardware, Photoshop, Linux, Russian, Network Administration, Databases, Access, Analysis, Visio, MS Project, Security, Business Analysis, Integration, Finance, SDLC, Process Improvement, Disaster Recovery, Information Security, Networking, Business Process..., Government, Computer Security, Policy, Information Security..., Data Center, Time Management, Leadership, Network Security, IT Audit, Business Process
Education
University of Maryland University College 2011 — 2013
Masters, Cybersecurity
Rutgers Business School 2005 — 2009
Bachelor of Science, Finance
RD Management LLC June 2015 - Present
Freelance Writing & Editing January 2007 - Present
Maxx Properties, Inc. July 2007 - June 2015
Purchase College January 2008 - May 2008
First Investors Corporation April 2007 - July 2007
Circuit City Stores, Inc. September 2004 - April 2007
Walt Disney World August 2005 - January 2006
Thomas A. Panebianco Law Office & V.A. Heinz, Associates. November 2002 - August 2004
Skills
Notary Public, Microsoft Office, Customer Service, Westlaw, Microsoft Excel, Landlord-tenant..., OS X, Legal Writing, Management, Outlook, LexisNexis, Document Review, Pleadings, Budgets, Microsoft Word, Commercial Real Estate, Strategic Planning, Project Management, PowerPoint, Investment Properties, Microsoft Office Suite, Document Drafting, Landlord/Tenant Matters, Paralegals, Motions, Mac OS X, Resume Writing, Fair Housing, ACRIS, PACER, Landlord Tenant Disputes, Electronic Filing, Blackboard, Adobe Acrobat, Yardi Voyager, Real Estate, Adobe Premiere Elements, Crystal Reports, Leases, Adobe Photoshop Elements, Property Management
Education
Westchester Community College 2011 — 2012
Paralegal Certificate, Paralegal
SUNY Purchase 2004 — 2008
Bachelor's Degree, Political Science/Women's Studies
Self-employed July 2012 - Present
- Freelance September 1996 - Present
First Investors Corporation November 2010 - December 2012
Skills
Sales, Event Production, Photography, Creative Writing, Singing, Mental Health Counseling, Conflict Resolution, Activity Planning, Employee Training, Volunteering, Social Media, Social Networking, Online Social Networking, Blogging, Violin, Fundraising, Microsoft Office, Follow-up Sales Activity, Customer Service, Customer Retention, Customer Insight, Sales Prospecting, Sales Presentations, Public Relations, Facebook, Event Management, Public Speaking, Event Planning, Management, Social Media Marketing, Leadership, Music, Advertising, Entertainment, Nonprofits, Journalism, Teaching, Negotiation
Education
Rockland Community College 2012 — 2013
Associate's Degree, Communication and Media Studies, 3.2
The College of Westchester 2008 — 2008
Associate's degree, Business, Management, Marketing, and Related Support Services, 3.84
Albridge, an Affiliate of Pershing June 2015 - Present
Merrill Lynch October 2013 - June 2015
Dow Jones August 2012 - June 2013
Pershing July 2001 - August 2012
Lockwood Advisors, Inc. October 2000 - July 2001
Instinet Incorporated July 2000 - October 2000
Prudential Financial July 1995 - July 2000
Prudential Financial July 1993 - June 1995
Prudential Financial July 1991 - June 1993
First Investors Corporation September 1989 - June 1991
Skills
Program Portfolio..., PMO, Program Management, Project Management, PMP, SDLC, IT Project & Program..., Girl Scout Leader, Leadership, User Acceptance Testing, Team Leadership, Management, Quality Assurance, Testing, Process Improvement, Cross-functional Team..., Business Process..., Integration, Requirements Gathering, Software Documentation, Risk Management, Training, Strategy, Business Requirements, Vendor Management, Software Project..., Visio, Business Process, Requirements Analysis
Education
Seton Hall University 1994 — 1997
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
BA, Political Science
JONES DAY November 2013 - Present
Sidley Austin LLP August 2012 - November 2013
Sidley Austin LLP June 2011 - August 2012
Calone Law Group February 2011 - April 2011
Lampe & Fromson July 2010 - November 2010
Latham & Watkins May 2010 - July 2010
World Adult Kickball Association 2008 - 2010
SIDLEY AUSTIN LLP November 2007 - March 2009
FOSTER & WALSH, LLP January 2007 - August 2007
First Investors Corporation May 2006 - August 2007
Education
University of San Diego 2007 — 2007
ABA approved Paralegal Certificate, Specialty; Business Litigation
San Diego State University-California State University 2001 — 2006
BA, Political Science, Psychology
Pacific Real Estate Equity Fund Acquire accredited investors for Private Equity FundFinancial AdvisorJP Morgan ChaseJune 2010 - October 2011
First Investors Corporation January 2010 - January 2011
Skills
Visionary, Project Planning, Sales Operations, Social Media Marketing, Start-ups, Social Media, Project Management, Mobile Applications, Business, CRM, Market Research, Entrepreneurship, Brand Awareness, Branding & Identity, Marketing, Sales, Marketing Strategy, Strategic Planning, Analysis, Account Management, Competitive Analysis, New Business Development, Business Planning, Team Leadership, Microsoft Office
Education
San Diego State University-California State University 2003 — 2009
BA, Economics
U.S. Bank May 2013 - Present
U.S. Bank August 2010 - April 2013
Inverdi Corporation September 2008 - December 2012
S&P Transportation Services September 2006 - August 2010
First Investors Corporation June 2009 - September 2009
University of Portland 2008 - 2009
Skills
Customer Service, Logistics, Customer Satisfaction, Database Administration, Financial Analysis, Business Development, Team Leadership, Strategic Planning, Sales, Microsoft Excel, Leadership, Marketing, Accounting, Project Management, Business Strategy, Entrepreneurship, Financial Modeling, Product Development, Budget, Microsoft Office, Budgets, Operations Management, Banking, Leadership Development
Education
University of Portland 2008 — 2009
Global Business B.B.A, emphasis on Finance and Entrepreneurship
Portland State University 2005 — 2008
Colegio de La Salle 1990 — 2001
First Investors Corporation April 2015 - Present
Destra Capital April 2011 - March 2015
Janus Capital Group 2005 - 2011
The Persuasion Group, LLC 2004 - 2005
Van Kampen Investments 1991 - 2004
Skills
Series 7, Alternative Investments, Series 63, Asset Allocation, Mutual Funds, Investment Strategies, Asset Managment, Wealth Management, Investment Advisory, Investments, Securities, Equities, Relationship Management, Due Diligence, New Business Development, Sales Management, Series 24, Public Speaking, Selling, Investment Management, Asset Management, ETFs, Hedge Funds, Series 65, Retirement Planning, Fixed Income, Series 6, Sales
Education
University of Miami - School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Purdue University 1978 — 1982
Bachelor of Science (BS), Finance, General
Allied Old English, Inc. April 2015 - Present
Allied Old English, Inc. May 2008 - April 2015
Allied Old English, Inc. December 2006 - May 2008
Art Renewal Center September 2006 - December 2006
First Investors Corporation May 2006 - August 2006
Skills
Project Planning, Sales, Forecasting, Negotiation, Strategic Planning, Business Strategy, Manufacturing, Politics, Management, Food, Policy Analysis, Marketing Strategy, Mergers & Acquisitions, Product Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2014
Master of Business Administration (M.B.A.), Supply & Logistics
Tufts University 2002 — 2006
BA, International Relations
ACE Group April 2014 - Present
Barclays June 2013 - August 2013
Johnson & Johnson June 2012 - May 2013
NIP Group, Inc. March 2012 - May 2012
Hexaware Technologies September 2011 - December 2011
First Investors Corporation June 2011 - August 2011
Rutgers University Statistics Department September 2009 - May 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Accounting, Data Analysis, Six Sigma, Team Leadership, SAP, Forecasting, Process Improvement, Analysis, Market Research, Teamwork, Risk Management, Financial Reporting, Economics, Financial Modeling, Corporate Finance, Financial Analysis, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's Degree, Economics
Regions Insurance August 2014 - Present
Arthur J. Gallagher & Co. November 2007 - August 2014
First Investors Corporation June 2004 - August 2005
U.S. Coast Guard August 2002 - May 2004
AXA Advisors June 2003 - August 2003
Saint Louis University September 2001 - May 2003
Skills
Insurance, Employee Benefits, Underwriting, Health Insurance, Disability Insurance, Employee Wellness, Workers Compensation, Life Insurance, Property & Casualty..., Brokers, Strategic Planning, Benefits Administration, Actuarial Science, Customer Service, Health Care Reform, Health Savings Accounts, Long-term Care, Claim, Term Life Insurance, COBRA, Medicare, Commercial Insurance, Risk Management, Captives
Education
Saint Louis University 2000 — 2004
Bachelor of Arts, Finance, Pre-Med
New York State Automobile Dealers Association May 2015 - Present
OnSight Solutions March 2008 - Present
First Investors Corporation May 2006 - December 2007
Alvey, Cote & Dimura, Inc January 2003 - April 2003
Skills
Advertising, Management, Program Management, Research, Small Business, Sales, Account Management, Databases, Microsoft Excel, Networking, Marketing, Series 63, Mutual Funds, Dealer Marketing, Life Insurance, Team Building, Lead Generation, Finance, Financial Analysis
Education
Siena College 2000 — 2005
B.S, Finance
shenendehowa
Epsilon July 2015 - Present
Baytech Web Design September 2012 - June 2015
Baytech Web Design September 2010 - September 2012
First Investors Corporation April 2009 - July 2009
SJSU January 2007 - March 2007
American Bookkeeping Consultants January 2006 - May 2006
Macy's January 2003 - May 2005
Skills
SEO, Management, Sales, Marketing, Customer Service, Marketing Strategy, Salesforce.com, Online Marketing, Account Management, E-commerce, Web Design, PPC, Social Media, Online Advertising, Start-ups, Email Marketing, Teamwork, Social Media Marketing, Lead Generation, Web Analytics, Accounting, QuickBooks, Enterprise Software, Cold Calling, Sales Presentation, Client Development
Education
San Jose State University 2006 — 2010
B.S., Corporate Finance
West Valley College 2003 — 2006
General Ed, Business Finance
Academy Investment Management LLC February 2014 - Present
PwC August 2011 - February 2014
The Burgiss Group March 2011 - August 2011
Fortis Bank April 2009 - December 2009
First Investors Corporation October 2008 - February 2009
Saint Peter's College October 2008 - December 2008
Saint Peter's College May 2008 - August 2008
Education
St. Peter's College 2007 — 2011
Bachelor's, Economics, Accounting (majors); Finance, Mathematics (minors)
PwC June 2015 - Present
PwC November 2012 - June 2015
PwC January 2012 - April 2012
PwC June 2011 - September 2011
Macy's June 2010 - March 2011
First Investors Corporation June 2010 - August 2010
Skills
Strategic Planning, Management, Great Plains Software, Balance, Fraud, Finance, Insurance, Accounting, Fixed Assets, Journal Entries, Business Strategy, Asset Managment, Private Equity, Risk Assessment, Portfolio Management, Financial Reporting, Accounts Payable, Financial Accounting, Financial Analysis, Investments, Financial Statements, Payroll, Budgets, Access, Microsoft Excel, Asset Management, GAAP
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2012
B.S., Accounting and Finance
H.L. College of Commerce 2007 — 2008
Bachelor's Degree, Accounting and Finance
BPCM November 2014 - January 2015
First Investors Corporation August 2013 - October 2014
Gloria Jean's Coffees August 2012 - January 2014
Center Stage Dance and Theatre School September 2007 - June 2011
Skills
Microsoft Office, Administrative Office..., Copy Editing, PowerPoint, Microsoft Word, Access, Fashion GPS
Education
Rutgers University-New Brunswick
Communications
Halcyon Asset Management June 2014 - Present
UBS August 2012 - June 2014
UBS June 2011 - August 2011
First Investors Corporation 2010 - 2010
Skills
Structured Products, Derivatives, Economics, Rates, Fixed Income, Middle Office, Bloomberg, Credit, Financial Markets, Valuation, Bloomberg Terminal, Investment Banking, Financial Risk, Portfolio Management, Trading
Education
Sacred Heart University 2008 — 2012
Bachelors of Science, Finance and Economics, 3.92
MassMutual Oregon March 2012 - Present
Student Athlete Advisory Committee March 2010 - November 2011
First Investors Corporation June 2011 - August 2011
Top Gun Basketball Camps June 2001 - August 2004
Education
The American College 2013 — 2014
Completed- Chartered Special Needs Consultant (ChSNC)
Portland State University - School of Business 2007 — 2012
Business Administration, Finance
Wells Fargo March 2014 - Present
Wells Fargo August 2010 - March 2014
Wachovia Bank, N.A. October 2006 - 2009
United States Marine Corps 1999 - 2007
PNC January 2005 - 2006
First Investors Corporation January 2005 - June 2005
Skills
consumer lending, small business lending, account management, coaching, sales management, service management, partnering, branch banking, branch management, operations management, risk management, sales motivation, team management, Account Management, Consumer Lending, Sales Management, Small Business Lending, Team Management, Branch Management, Coaching, Loans, Sales, Commercial Lending, Banking, Customer Service, Lines Of Credit, Credit, Relationship Management, Retail Banking, Cross Selling, Home Equity Lines of..., Refinance, Financial Analysis, Management, Operations Management, Mortgage Lending, Training, Branch Banking, Risk Management
Education
Randolph-Macon College 2000 — 2004
BA, Political Science/ Speech Communications
The Shipley school
High School/Secondary Diplomas and Certificates
PNC January 2015 - Present
PNC December 2013 - Present
PNC July 2013 - December 2013
PNC April 2013 - July 2013
Houlihan's Restaurants, Inc. March 2013 - June 2013
First Investors Corporation March 2012 - February 2013
Giant Eagle December 2011 - September 2012
Ohio University September 2008 - June 2012
Giant Eagle June 2009 - January 2012
Amigo's Restaurant and Cantina November 2009 - January 2010
Skills
Customer Service, Investments, Asset Allocation, Social Media, Sales, Telephone Skills, Finance, Recruiting, Leadership, Access, Event Planning, Microsoft Excel, Social Networking
Education
Point Park University 2015 — 2017
Master's degree, Management Information Systems, General
Ohio University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bethel Park Senior High School 2004 — 2008
General
Synergy Legal Inc. October 2013 - Present
Community Church Of Chapel Hill January 2012 - January 2015
SBTDC January 2013 - April 2013
Weber Law, L.L.C. May 2012 - August 2012
Elwyn, Inc December 2009 - August 2010
Susquehannock High School January 2009 - June 2009
John Hancock December 2007 - March 2008
First Investors Corporation May 2007 - August 2007
Skills
Strategy, Start-ups, Entrepreneurship, Legal Writing, Program Management, Research, Intellectual Property, Spanish, Commercial Litigation, Time Management, Access, Business Planning, Legal Research, Teaching, Westlaw, Healthcare, Public Policy, Policy Analysis, Litigation, Nonprofits
Education
University of North Carolina at Chapel Hill 2010 — 2013
J.D.
Saint Joseph's University
Bachelor of Arts, Economics and Latin
University of North Carolina School of Law
Juris Doctor
Roche Molecular Systems June 2015 - Present
PVH Corp. October 2014 - June 2015
PVH Corp June 2012 - October 2014
PVH Corp. November 2010 - June 2012
PharmaNet Development Group, Inc. November 2009 - November 2010
BJK Entertainment October 2004 - October 2009
First Investors Corporation December 2008 - May 2009
Skills
Recruiting, Human Resources, Onboarding, HRIS, Employee Relations, Employee Benefits, Talent Management, Applicant Tracking..., Talent Acquisition, Sourcing, College Recruiting, Benefits Administration, PeopleSoft, Interviews, New Hire Orientations, Performance Management, HR Policies, Succession Planning, Employee Engagement, FMLA, Leadership
Education
University of Scranton 2011 — 2015
Master's Degree, Human Resources Management
Rider University 2005 — 2009
Bachelor of Science Business Administration, Human Resources
Marcus & Millichap December 2011 - Present
CYgroup Trading March 2011 - September 2011
Merrill Lynch July 2010 - August 2010
Bank of America March 2010 - June 2010
First Investors Corporation May 2009 - August 2009
Skills
Hard Worker, Trading, Travel, Inside Sales, Microsoft Office, Romanian, Mathematics, Organizing, Planning, Flash, Real Estate, Commercial Real Estate, Corporate Finance, Real Estate Finance, Real Estate Investment, International Relations, Real Estate Economics, Investment Properties, Due Diligence
Education
San Diego State University-California State University 2005 — 2009
Bachelors, Finance
Granada Hills High School 2001 — 2005
Citi May 2013 - Present
The Kenjya Group January 2011 - April 2013
Barclays January 2010 - August 2010
First Investors Corporation May 2006 - November 2009
Skills
Portfolio Management, International Relations, Data Management, Financial Operations, Project Management, Business Analysis, Data Analysis, Business Intelligence, Public Relations, Financial Analysis, Access, Management, CRM, SDLC, Project Planning, Management Consulting, MS Project, Training, Finance, Recruiting, Strategic Planning, Analysis, Strategy
Education
University of Massachusetts Lowell 2011 — 2014
MBA, Information Systems
Rutgers, The State University of New Jersey-Newark 2006 — 2010
Bachelor of Science, Finance
Amegy Bank January 2013 - September 2014
First Investors Corporation June 2012 - August 2012
First Investors Corporation September 2011 - December 2011
Bank of America January 2011 - June 2011
Bank of America October 2009 - December 2010
Skills
Microsoft Excel, Microsoft Office, Team Leadership, Communications, Customer Service, Direct Sales, Public Speaking, PowerPoint, Outlook, Banking, Excel, Time Management, Data Entry, Word, Credit Analysis, Finance, Human Resources, Microsoft Word
Education
University of Houston 2010 — 2012
Bachelor of Business Administration, Finance
San Jacinto College 2007 — 2010
Associates of Arts, Business Administration
J. Frank Dobie High School 2003 — 2007
New York Life Insurance Company September 2012 - Present
NYLIFE Securities LLC December 2009 - September 2012
First Investors Corporation January 2005 - December 2009
Wachovia May 2004 - December 2004
Morgan Stanley May 2000 - August 2003
Skills
Coaching, Curriculum Development, Financial Services, Insurance, Leadership, Management, New Business Development, Sales Process, Sales Rep Training, Team Building, Time Management, Training, Workshop Facilitation, Strategic Planning, Strategy, Marketing
Education
Saint Bonaventure University 1999 — 2004
BA & MBA, Finance & Accounting
Aquinas Institute 1995 — 1999
Regents Diploma, General Education
BlackRock May 2014 - July 2015
BlackRock October 2011 - May 2014
BlackRock August 2010 - October 2011
BlackRock July 2008 - August 2010
Merrill Lynch October 2006 - June 2008
Aerotek January 2006 - October 2006
Aerotek July 2004 - January 2006
First Investors Corporation January 2004 - June 2004
David J. Hollinger Associates September 2001 - November 2002
Skills
Employee Relations, Deferred Compensation, Talent Management, Interviews, Recruiting, Internet Recruiting, Sourcing, Human Resources, Talent Acquisition, Employee Benefits, Applicant Tracking..., Onboarding, Succession Planning, PeopleSoft, Temporary Placement, Management, Strategy, Leadership
Education
School of Management and Labor Relations, Rutgers, the State University of NJ (2004) 1999 — 2003
B.A, Management & Labor Relations
Rutgers University-New Brunswick
BS, HR
Lincoln Financial Advisors March 2014 - Present
First Investors Corporation October 2005 - March 2014
Skills
Series 7, Supervisory Skills, Mutual Funds, Series 63, Excel, Word, Outlook, Fixed Income, Equities, Securities
Education
Rowan University 2001 — 2005
Bachelor of Science, Business Administration - Management; Economics Minor
Mitek Sports Medicine July 2015 - Present
ADP August 2014 - July 2015
Tableau Software March 2014 - August 2014
Dish Network October 2012 - March 2014
Dish Network November 2010 - October 2012
First Investors Corporation February 2010 - July 2010
EXPRESS June 2009 - June 2010
Provide Commerce December 2008 - February 2009
World Trade Organization June 2008 - December 2008
Skills
Market Research, Strategic Planning, Account Management, Marketing, Sales, Management, Sales Operations, Analysis, Business Analysis, Integrated Marketing, Customer Service, Market Planning, Salesforce.com, Cold Calling, Direct Sales, Research, Microsoft Office, Social Media, Retail, Microsoft Excel, Marketing Strategy, Customer Retention, New Business Development, Social Networking, Social Media Marketing, B2B, Business Strategy, Data Analysis, Microsoft Word, Time Management, Team Building, Business Development, Strategy, Sales Presentations, Customer Satisfaction, Training, Sales Process, Financial Analysis
Education
San Diego State University-California State University 2004 — 2009
Bachelor's degree, International Business
Tianjin University of Finance and Economics 2007 — 2008
Chinese Language and Literature
Marin catholic
Oracle July 2014 - Present
Unity Technologies July 2011 - July 2014
Blach Construction Company March 2011 - October 2011
Santa Clara University September 2007 - March 2011
Santa Clara University March 2008 - February 2011
Juniper June 2010 - September 2010
First Investors Corporation January 2010 - April 2010
Conference Services June 2009 - September 2009
Santa Clara University June 2009 - September 2009
Nordstrom June 2008 - September 2008
Skills
Salesforce.com, Microsoft Excel, Financial Analysis, Business Development, Social Media Marketing, PowerPoint, Marketing, Training, Market Research, Management, Sales, Business Strategy, Sales Management, Leadership, Time Management, Program Management, Social Media, Strategic Partnerships, Accounting, Customer Service, Account Management, Operations Management, Start-ups, Contract Negotiation, Finance
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Finance
Bear Creek
High School Diploma
ServiceNow – The Enterprise Cloud Company December 2014 - Present
Bridge Bank July 2013 - December 2014
Intuit October 2012 - July 2013
Intuit July 2012 - October 2012
YMCA May 2005 - November 2011
First Investors Corporation June 2011 - August 2011
Wells Fargo Advisors June 2011 - August 2011
Skills
PowerPoint, Social Media, Social Networking, Microsoft Word, Outlook, Microsoft Office, Microsoft Excel, Public Relations, Customer Service, Teamwork, Analysis, Management, Finance, Financial Analysis, Research, Commercial Lending, Credit Analysis, Financial Modeling, Leadership
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
Burgiss June 2013 - Present
First Investors Corporation February 2010 - May 2013
Bloomberg October 2008 - December 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2008
Bachelors, History, Criminal Justice
Carlisle & Gallagher Consulting Group September 2013 - Present
Bank of America August 2012 - September 2013
Iroquois Group October 2009 - May 2012
Standard & Poor's May 2011 - August 2011
First Investors Corporation June 2010 - August 2010
Classifieds Plus, Inc. May 2009 - January 2010
Skills
Microsoft Office, Financial Analysis, Writing, Platinum, Portfolio Management, Investments, Microsoft Excel, Financial Reporting, PowerPoint, Bloomberg Terminal, Bloomberg, Valuation, Accounting, Financial Modeling, Microsoft Word, Data Analysis, Finance, Credit Analysis, Risk Management, Management, Access, Financial Services
Education
St. Bonaventure University 2011 — 2012
M.B.A., Business Administration
St. Bonaventure University 2007 — 2011
B.B.A., Finance, Accounting
Estes Express Lines May 2014 - Present
Estes Express Lines December 2013 - May 2014
Tidewater Home Mortgage Group, Inc September 2012 - November 2013
Northwestern Mutual April 2012 - August 2012
Commonwealth Boat Brokers May 2011 - April 2012
First Investors Corporation January 2010 - January 2010
Skills
Refinance, New Home Purchase, Virginia Home..., Interpersonal..., Microsoft Office, Calyx Point, FHA, FHA financing, VA loans, Conventional Mortgages, Banking, Mortgage Lending, Loan Origination, Finance, Investments, Risk Management, Loans, Microsoft Word, Public Speaking, PowerPoint, Customer Service
Education
Randolph-Macon College 2007 — 2011
Bachelor of Arts (B.A.), Economics and Business
J.P. Morgan June 2012 - Present
Morgan Stanley Smith Barney July 2007 - June 2012
First Investors Corporation September 2006 - December 2006
Skills
Asset Allocation, Portfolio Management, Financial Advisory, Options, ETFs, Wealth Management, Equities, Trading Systems, Mutual Funds, Investment Strategies, Trading, Retirement Planning, Investments, Retirement, Bonds, Fixed Income, 401k, Alternative Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Economics, Finance
MVP Health Care March 2014 - Present
Highland Hospital September 2012 - March 2014
Rochester Institute of Technology September 2011 - August 2012
SUNY Brockport September 2010 - December 2010
First Investors Corporation June 2009 - August 2009
Skills
Statistics, Data Analysis, Research, SPSS, Critical Thinking, Teaching, PowerPoint, Access, Microsoft Office, Higher Education, Public Speaking, Time Management
Education
Rochester Institute of Technology 2011 — 2012
Master of Business Administration (M.B.A.), Operations Management
SUNY Brockport 2007 — 2011
Bachelor of Science (B.S.), Finance
EagleView Advisors August 2014 - Present
Longview Financial Partners July 2013 - July 2014
LPL Financial October 2012 - July 2014
Longview Financial Advisors October 2005 - July 2013
Sunbelt Securities January 2011 - October 2012
Commerce Capital Markets 1999 - 2005
VALIC 1990 - 2000
Donald Smith & Associates 1986 - 1990
First Investors Corporation 1982 - 1986
Skills
Retirement Planning, Asset Management, Mutual Funds, Wealth Management, Qualified Retirement..., 401k, Insurance, Health Insurance, Property & Casualty..., Life Insurance, ERISA, Investment Advisory, Investments, Securities
Education
Rutgers University-New Brunswick 1982 — 1984
Siemens June 2012 - August 2013
First Investors Corporation February 2012 - July 2012
Rutgers University September 2011 - December 2011
Camelbeach Mountain Water Park June 2010 - August 2011
Rutgers Foundation Telefund September 2009 - May 2010
Quality College Rentals May 2006 - August 2009
Skills
Microsoft Excel, Access, PowerPoint, Budgets, Accounting, Time Management, Excel, Word, Microsoft Office, Exposure to SAP, Visio, Outlook, Financial Regulation, FINRA, Vlookup, Financial Analysis, Expense Reports, Expense Management, Microsoft Word, Pivot Tables, Financial Accounting, Account Reconciliation, Finance, Corporate Finance, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Seton Hall University School of Law 2013 — 2014
Doctor of Law (JD)
Stroudsburg High School 2005 — 2009
Diploma, Honors, College Prep
Puget Sound Guardians Inc., a Wasington Non-Profit May 2007 - Present
Patterson Creek Landscaping July 2001 - August 2007
United Parcel Service February 2002 - November 2005
United Parcel Service July 2001 - February 2002
United Parcel Service December 2000 - July 2001
First Investors Corporation June 2000 - December 2000
Skills
Fraud Prevention &..., Internal Controls, Auditing, Accounting, Finance, Creative/Flexible..., Self Starter, Project Management, Analysis, Mergers, Financial Reporting, Management, Budgets, Software Documentation, Time Management, Risk Assessment, Investments
Education
The University of Montana - School of Business Administration 1996 — 2000
B.S. Business Administration, Finance
Seattle University 1995 — 1996
English
Architectural Concepts, LLC May 2012 - Present
First Investors Corporation October 2010 - June 2011
TruStile Doors, LLC June 2006 - September 2010
Skills
Microsoft Excel, QuickBooks, Hybrid Cloud Server..., Customer Service, Budgets, Management, Purchasing, Inventory Management, Project Management, Financial Analysis, Team Building, Analysis, Operations Management, Leadership, Forecasting, Process Scheduler, Microsoft Word, PowerPoint, Microsoft Office, Strategic Planning, Process Improvement, Marketing
Education
Regis University 2012 — 2014
Masters of Business Adminstration, Finance and Accounting
University of Colorado Boulder - Leeds School of Business 2005 — 2010
Bachelor's, Finance, Economics
Salesforce.com February 2014 - Present
R.V. Stich Construction Inc. June 2012 - February 2014
Self Employed July 2009 - June 2012
Firemans Fund Insurance Company June 2010 - September 2010
First Investors Corporation May 2009 - July 2009
Skills
Microsoft Excel, Investments, Construction Management, Operations Management, Economics, Microsoft Access, Microsoft PowerPoint, Spanish, SQL, PowerPoint, Financial Services, Financial Analysis, Financial Modeling, Risk Management, Financial Reporting, Salesforce.com
Education
Saint Mary's College of California 2014 — 2015
Master of Science (MS), Financial Analysis and Investment Management
University of Washington 2005 — 2009
BS, Economics
Seattle Pacific University
St. Croix Preparatory Academy December 2014 - Present
Mounds View Public Schools November 2014 - Present
St. Mary's University of Minnesota September 2011 - Present
Kennedy Concessions, Inc. May 2008 - Present
Hastings Senior High School September 2004 - Present
Red Wing High School September 2012 - March 2014
St Olaf College September 2010 - May 2013
Minnesota Reading Corps August 2011 - June 2012
First Investors Corporation August 2009 - January 2010
Skills
Lacrosse, Public Speaking, Customer Service, Teaching, PowerPoint
Education
Saint Mary's University of Minnesota 2011 — 2015
Master of Arts (M.A.), Instruction
Saint Mary's University of Minnesota 2011 — 2015
Teaching License, Mathematics - Grades 5-12
St. John's University 2003 — 2008
BA, Accounting (Finance)
Dunn Solutions Group March 2013 - June 2015
Pui Tak Christian School (CCUC) August 2011 - March 2013
PNC Lockbox Operations May 2011 - December 2012
First Investors Corporation June 2011 - August 2011
Purdue University - Humanities, Social Sciences, Library (HSSE) August 2009 - December 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Research, Data Analysis, Access, Event Planning, Social Media, Public Speaking
Education
Purdue University 2006 — 2011
Bachelor of Science (BS), Financial Counseling and Planning
Lincoln Park High School
Nestle Nutrition North America June 2014 - Present
Colgate Palmolive June 2011 - June 2014
Verizon May 2008 - June 2011
Johnson & Johnson Health Care Systems November 2005 - April 2008
Honeywell International December 2003 - November 2005
Merrill Lynch May 2000 - November 2003
First Investors Corporation December 1997 - April 2000
First Investors Life Insurance Company October 1996 - December 1997
Skills
Executive Pay, Deferred Compensation, HRIS, Six Sigma, PeopleSoft, Succession Planning, Performance Management, Talent Management, Incentive Programs, Analysis, Management, Compensation & Benefit, Employee Benefits, Employee Engagement, Employee Relations, Job Evaluation, Onboarding, Talent Acquisition, Workforce Planning
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1995
Bachelor of Science, Finance
Passenger February 2015 - Present
ICM Partners June 2014 - February 2015
ICM Partners December 2012 - June 2014
Scripps Ranch Dermatology & Cosmetic Center March 2012 - September 2012
First Investors Corporation October 2011 - January 2012
Anthony W. Imbimbo, CPA and Associates September 2011 - December 2011
San Diego State University June 2010 - October 2011
Skills
Quickbooks, Data Entry, Microsoft Office, Word, Access, Excel, Visio, PowerPoint, Financial Analysis, Financial Accounting, Tax Accounting, Auditing, Visionary Thinking, Intercultural..., Public Speaking, Leadership Development, Organizational..., Organizational..., Recruitment/Retention, Conflict Management, Social Networking, QuickBooks, Microsoft Word, Invoicing, Microsoft Excel, Time Management, Accounts Receivable, Bookkeeping, Payroll
Education
San Diego State University-California State University 2007 — 2011
Bachelor's of Science, Business Administration (Accounting)
Notre Dame High School 2003 — 2007
H.S. Diploma
Rolls-Royce October 2014 - Present
Rolls-Royce May 2011 - September 2014
Purdue University August 2010 - May 2011
Ashland Cold Storage May 2010 - August 2010
Rose Packing Company May 2009 - August 2009
Rose Packing Company May 2008 - August 2008
First Investors Corporation June 2007 - August 2007
Skills
Process Improvement, Management, Supply Chain Management, Lean Manufacturing, Continuous Improvement, Cross-functional Team..., Leadership, Minitab, Teamwork, Sales, Manufacturing, Analysis, Time Management, Recruiting, Six Sigma
Education
Purdue University - Krannert School of Management 2009 — 2011
Masters, Business Administration; Supply Chain/Operations and Finance
Purdue University - Krannert School of Management 2005 — 2009
Bachelor of Science, Management
First Investors Corporation October 2009 - Present
Today's Pro Farrier January 2005 - January 2009
Education
Purdue University 2005 — 2009
Bachelor Of Arts, Creative Writing, History
HealthMarkets February 2010 - Present
First Investors Corporation May 2008 - January 2010
Quinnipiac University Polling Institute February 2008 - October 2008
Skills
Customer Service, Employee Benefits, Recruiting, Training, Marketing, Management, Public Speaking, College Recruiting, Interviews, Insurance, Leadership, Performance Management, Microsoft Office, Social Networking, Direct Sales, Team Building, Employee Relations, Call Centers, Retail, Small Business, Strategic Planning, Sales Management, Customer Retention, Customer Satisfaction, Life Insurance, Health Insurance, Cold Calling, Staff Development, Sales Operations, New Business Development, CRM, Human Resources, Lead Generation, Selling, Time Management, Negotiation, Outlook, Team Leadership, Leadership Development, Sales Process, Business Development, Building Relationships, Sales
Education
Quinnipiac University - School of Business 2005 — 2009
BS, Marketing and Management
American University of Rome 2007 — 2007
International Business
Xactly Corp October 2013 - Present
Trada February 2011 - September 2013
Salganik Solutions November 2009 - February 2011
Quantum Learning Network May 2008 - November 2010
The Stern Family September 2007 - September 2009
First Investors Corporation January 2007 - May 2007
Alpha Phi Sorority August 2006 - May 2007
Skills
PPC, Social Media, SEM, SEO, Social Media Marketing, Online Advertising, Advertising, Google Adwords, Google Analytics, Email Marketing, Marketing Strategy, Social Networking, Digital Marketing, Web Analytics, Blogging, Lead Generation, Facebook, Salesforce.com, Marketing Communications, Marketing, Keyword Research
Education
San Diego State University-California State University 2004 — 2008
Marketing, Integrated Marketing Communications
Prudential Financial October 2014 - Present
First Investors March 2014 - October 2014
First Investors May 2010 - March 2014
First Investors Corporation August 2005 - May 2010
Skills
Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, Time Management, Teamwork, Microsoft PowerPoint, Securities, Finance
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
Bachelor of Science (B.S.), Finance, General
JPMorgan April 2000 - Present
Fiduciary Trust Company International November 1991 - April 2000
First Investors Corporation January 1987 - February 1991
Education
Queens College 1983 — 1987
Peoples Mortgage Company October 2014 - Present
Comerica October 2012 - October 2014
Citibank February 2011 - October 2012
Citibank April 2006 - January 2011
First Investors Corporation July 2003 - December 2005
Skills
Loans, Consumer Lending, Series 63, Banking, Credit, Series 6, Mutual Funds, Wealth Management, Mortgage Lending, Portfolio Management, Investments, Retail Banking, Small Business Lending, Credit Analysis, Securities, Strategic Financial..., Commercial Banking, Loan Origination, Commercial Lending, Retirement Planning, Lines Of Credit, Branch Banking, Finance, Leadership
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Arts (BA), Economics
Matlen Silver May 2011 - Present
Matlen Silver May 2007 - August 2011
Vonage October 2006 - April 2007
First Investors Corporation November 2000 - October 2006
Skills
Technical Recruiting, Talent Acquisition, Banking, Compliance, Insurance, Sales Management, Sales Support, Healthcare IT, Information Technology, Business Development, Management, Strategy, Team Leadership, Temporary Placement, Management Consulting, Sales Operations, Vendor Management, Human Resources, Consulting, Leadership, Sales, Healthcare Information..., Recruiting
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
MBA, Human Resources
Devry University 2002 — 2007
Bachelor's Degree, Networking and Communications Management
Rutgers University-New Brunswick 1999 — 2001
Computer Science
Northwestern Mutual 2010 - 2010
Northwestern Mutual 2007 - 2010
JP Morgan Chase 2006 - 2007
First Investors Corporation 2005 - 2006
First Investors Corporation 1991 - 2006
Education
Rutgers University-New Brunswick 1981 — 1985
The Comprehesive Group July 2012 - Present
Garden State Securities 2011 - July 2012
Securities Industry Consulting 2008 - 2011
AIG Advisor Group 2007 - 2008
Goldman Sachs 2006 - 2006
Fiserv Securities 2004 - 2005
Prudential Financial 1997 - 2003
First Investors Corporation 1994 - 1997
Ryan Beck & Co. 1989 - 1993
NASD/FINRA-Dist #10 NY 1987 - 1989
Skills
Mutual Funds, AML, Financial Risk, Internal Audit, Trading, Fixed Annuities, Human Resources, Operations Management, Finance, Investment Advisory, Leadership, Risk Management, Securities, Series 7, Wealth Management
Education
Rutgers, The State University of New Jersey-Newark
BA, Business Administration
Wachovia, A Wells Fargo Company August 2010 - Present
Wachovia Bank, N.A. 2010 - Present
Sovereign Bank August 2009 - May 2010
Wachovia, A Wells Fargo Company October 2006 - July 2009
PNC Bank July 2004 - September 2006
First Investors Corporation January 2004 - June 2005
Education
Randolph-Macon College 2000 — 2004
BA, Political Science
Deutsche Bank UnemployedUnemployedApril 2009 - Present
Deutsche Bank December 2007 - Present
First Investors Corporation June 2007 - November 2007
Education
Rutgers University-New Brunswick 2003 — 2007
Total Golf Adventures April 2009 - Present
First Investors Corporation July 2008 - March 2009
Quinnipiac University December 2007 - April 2008
AXA Equitable December 2007 - February 2008
Quinnipiac University 2004 - 2008
Credit Agricole Cheuvreux May 2007 - September 2007
Education
Quinnipiac University - School of Business 2004 — 2008
Labyrinth Financial Services September 2013 - Present
The Standard April 1999 - August 2013
Standard Insurance Company May 1997 - April 1999
First Investors Corporation May 1994 - May 1997
Skills
Retirement, Annuities, Wholesaling, Mutual Funds, Insurance, New Business Development, Annuity, Product Development, Fixed Annuities, Financial Advisory, Investments, Sales Management, Wholesale, Life Insurance, Retirement Planning, Disability Insurance, Sales, FINRA, Relationship Management, Business Planning, Financial Planners, Marketing, Finance, Series 6, Series 63, 401k, Portfolio Management, Financial Planning
Education
Portland State University 1989 — 1993
BA, Economics, International Economics, Psychology
First Investors Corporation June 2008 - Present
Skills
XP, Technical Support, Windows 7, Windows, Customer Service, Software Documentation, Help Desk Support, Computer Hardware, System Deployment, Software Installation
Education
Rutgers University-New Brunswick 2002 — 2008
Citi Hedge Fund Administration, GTS December 2007 - Present
First Investors Corporation July 2007 - October 2007
Rutgers University April 2006 - August 2007
UBS Financial Services, Inc. January 2007 - May 2007
Skills
Fixed Income, Hedge Funds, Account Reconciliation, Commodity, Financial Services, Mutual Funds, Investments, Options, Securities, Trading, Portfolio Management, Derivatives, Bloomberg, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2007
Bachelor of Science (B.S.), Finance, General
Computershare, LLC. January 2012 - Present
BNY Mellon 2010 - December 2011
Merrill Lynch Trust Company January 2008 - February 2009
The Bank of New York Mellon October 2006 - November 2007
First Investors Corporation May 1987 - October 2006
Skills
AML, Compliance, Banking, Securities, Policy, Financial Risk, Risk Management, Financial Services, Mutual Funds, Operational Risk..., KYC, Corporate Governance, Capital Markets, Equities, Hedge Funds, Operational Risk
Education
San Beda College 1974 — 1978
Bachelor of Law, Law
University of Santo Tomas 1969 — 1973
Bachelor of Science, Sciences
First Investors Corporation May 2008 - Present
Education
Rowan University 2004 — 2008
BS, Finance
TD Ameritrade October 2012 - Present
TD Ameritrade February 2011 - October 2012
ADP January 2010 - February 2011
Fidelity Investments January 2005 - February 2009
Linsco/Private Ledger March 2004 - August 2004
National Financial, a Fidelity Investments Company April 2000 - February 2004
Putnam Investments February 1997 - April 2000
First Investors Corporation February 1994 - December 1996
Skills
Institutional Sales, Relationship Management, Series 7, Strategic Financial..., Retirement Planning, Investment Advisory
Education
Saint Anselm College 1989 — 1993
Bachelor of Arts, History
Northwestern Mutual April 2007 - Present
First Investors Corporation 1985 - 2006
Education
Rutgers University-New Brunswick 1982 — 1986
Broadcast Journalism
First Investors Corporation June 2009 - Present
Education
San Diego State University-California State University 2005 — 2009
Curian Capital July 2012 - Present
American Heritage Financial June 2010 - December 2012
Pattison Sports Group June 2009 - February 2012
RIPE January 2009 - January 2011
First Investors Corporation April 2008 - October 2008
Skills
Sales, Strategic Financial..., Financial Analysis, Investments, Separately Managed..., Mutual Funds, Socially Responsible..., SEO, Asset Management, Insurance, Risk Management, Financial Advisory, Financial Services, Strategy, Investment Advisory, Series 7, Securities
Education
Rensselaer Polytechnic Institute 2004 — 2008
B.S., Business Management; Concentration in Finance
Citi January 2015 - Present
Citi January 2013 - January 2015
GBP Financial Solutions, LLC. May 2010 - January 2013
Citi Group 2010 - January 2013
First Investors Corporation February 2007 - May 2009
Skills
Data Analysis, Fundraising, Business Analysis, Project Management, Microsoft Office, Access, Customer Service, Non-profits, Change Management, Strategic Planning, Program Management, Microsoft Excel, Microsoft Word, PowerPoint, Fixed Income, SDLC, Management
Education
Rutgers University-New Brunswick 2005 — 2007
Daimler Trucks North America August 2014 - Present
Daimler Trucks North America August 2011 - Present
Wausau Insurance June 2008 - August 2009
First Investors Corporation June 2007 - September 2007
7-Eleven September 2001 - June 2007
Skills
Management, Process Improvement, Project Management, Cross-functional Team..., Analysis, Financial Analysis, Customer Service, Microsoft Excel, Data Analysis, Forecasting, Finance, Vendor Management, Visio, Purchasing, Lean Manufacturing, Engineering, Supply Chain Management, Six Sigma
Education
Portland State University 2009 — 2012
MBA, Finance
Merrill Lynch July 2011 - May 2015
Bank of America Merrill Lynch March 2010 - July 2011
Merrill Lynch January 2008 - April 2010
First Investors Corporation July 2006 - October 2007
Skills
Equities, Securities, Series 63, Finance, Bonds, Back Office, VBA, Bloomberg, Analysis, Microsoft Excel, Securities Lending, Fixed Income, Hedge Funds, Derivatives, Portfolio Management, Financial Modeling, Financial Analysis, Alternative Investments, Investment Banking
Education
Seton Hall University 2002 — 2006
B.S, Psychology
Seton Hall University 2002 — 2006
Bachelor of Science, Psychology
Bluestem Brands, Inc. March 2015 - Present
STAR Collaborative September 2014 - March 2015
Best Buy November 2009 - June 2014
Best Buy June 2008 - March 2009
Best Buy 2005 - 2008
First Investors Corporation July 2001 - January 2002
Design Omnimedia Group June 2000 - June 2001
Skills
Retail, Vendor Management, E-commerce, Drop Ship, Online Marketplace, Cross-functional Team..., Leadership, Merchandising, Communication, P&L Analysis, Customer Satisfaction, Analytics, Networking, SEO, Time Management, Strategic Planning, Inventory Management
Education
Saint Mary's University of Minnesota 1994 — 1999
Bachelor's, Philosophy, English Literature
MLPS
First Investors Corporation May 2012 - Present
Citigroup Smith Barney January 2006 - June 2012
Merrill Lynch 1994 - 2006
Skills
Series 7, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Trading, Options, Equities, Pensions, Capital Markets, Hedge Funds, Series 63, Institutional..., Fixed Income, Investment Strategies, Investment Advisory, Investment Management, Equity Research, Mutual Funds, Securities, Asset Management
Education
Rutgers University-New Brunswick
MBA, Finance
First Investors Corporation June 2009 - Present
Tom's Food Pride December 2008 - May 2009
T. Janu Painting May 2005 - May 2009
Minnewaska Golf Club April 2004 - July 2005
Education
Saint John's University 2005 — 2009
Bachelor of Arts, Management, Philosophy
Epizyme September 2013 - Present
Metropolis of Boston Youth Dance Group September 2006 - Present
FirstBest Systems, Inc. September 2012 - July 2013
Boston Children's Hospital July 2012 - August 2012
Community Catalyst June 2012 - August 2012
First Investors June 2012 - August 2012
Aldo Group September 2007 - August 2011
First Investors Corporation January 2010 - May 2011
Skills
People Management, Social Networking, Teamwork, Recruiting, Performance Management, Financial Modeling, Talent Acquisition, Diversity & Inclusion, Global Mindset Inventory, Onboarding, Performance Appraisal, Employee Engagement, Requisition Management, Full-life Cycle..., Cultural Competency, Cultural Intelligence, Goal Oriented, Employee Relations, Customer Satisfaction, Human Resources, Management, Analysis, Hiring, Employee Benefits
Education
Simmons College - Simmons School of Management 2011 — 2012
MBA, Organizational Leadership
Simmons College 2007 — 2011
BA, Finance and Economics
First Investors Corporation August 2001 - Present
Deloitte & Touche January 1998 - August 2001
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1997
B.A., Accounting
Essendant February 2015 - Present
Stevenson High School, Lincolnshire, IL May 2005 - Present
United Stationers July 2012 - February 2015
United Stationers November 2010 - July 2012
CVS Caremark Corporation January 2010 - May 2010
CVS/Caremark June 2009 - August 2009
First Investors Corporation June 2007 - August 2007
Skills
PowerPoint, Excel, Access, Word, Microsoft Excel, Logistics, Financial Analysis, Data Analysis, Microsoft Office, Databases, Visio, Contract Negotiation, SharePoint, Finance, Forecasting, Training, Hyperion, Leadership, Management, Microsoft Word, Operations Management, Process Improvement, Supply Chain Management
Education
Roosevelt University 2007 — 2009
MBA with a concentration in Accounting, Business, 3.9
University of Illinois at Urbana-Champaign 2003 — 2007
B.S. Finance, Business, 3.76
John Hancock Financial Services May 2014 - Present
John Hancock Financial Services February 2013 - May 2014
First Investors Corporation January 2011 - September 2012
Skills
Mutual Funds, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Access, InDesign, Series 7, Life Insurance, 401k, Outlook, Lotus Notes, Pre-sales
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
BS, Business Management, Minor in Sociology
West Virginia University 2005 — 2007
Pre-Business, Pre-Journalism
Hay Group July 2015 - Present
Hay Group July 2014 - July 2015
Hay Group September 2013 - July 2014
Hay Group November 2012 - September 2013
CI-Group December 2011 - November 2012
CI-Group June 2007 - November 2012
First Investors Corporation July 2006 - April 2007
Rutgers University, Campus Information Services - RU-info October 2003 - October 2006
Skills
Marketing, Microsoft Office, Sales, Microsoft Word, Adobe Acrobat, Negotiation, Research, Customer Service, Spanish, Proposal Writing, Recruiting, Marketing Strategy, Training, Integrated Marketing, CRM, Strategy, Budgets, Cross-functional Team..., Management, Social Media Marketing, Advertising
Education
University of California, Irvine - The Paul Merage School of Business 2015 — 2018
Rutgers University-New Brunswick 2003 — 2007
B.S., Marketing, Asian Studies
New York Life Insurance Company December 2010 - Present
NYLIFE Securities LLC December 2010 - Present
First Investors Corporation July 2010 - December 2010
CollegeZag January 2010 - December 2010
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Access
Education
Rochester Institute of Technology 2007 — 2010
BBUF, Business/Finance
Novo Nordisk A/S August 2012 - Present
Bristol-Myers Squibb July 2010 - September 2012
First Investors Corporation August 2009 - December 2009
TPG staffing LLC April 2009 - July 2009
Skills
Talent Acquisition, Human Resources
Education
Rutgers University-New Brunswick 2006 — 2009
Masters, Human Resource Management
Mutual of America October 2010 - Present
First Investors Corporation March 2010 - October 2010
First Investors May 2009 - March 2010
Solar Turbines June 2006 - June 2009
Skills
Series 6, Series 63, Licensed Life Insurance..., Outlook, Google Docs, Six Sigma Green Belt, Customer Service, Microsoft Excel, Microsoft Word, Mutual Funds, Asset Allocation, Financial Services, PowerPoint, Finance, Retirement, Investments, Life Insurance, 401k, Insurance
Education
San Diego State University-California State University
Bachelor's Degree, Financial Services
HSBC September 2011 - Present
First Investors Corporation August 2004 - September 2011
Polo Ralph Lauren FOA March 2005 - August 2011
First Investors Corporation May 2001 - July 2004
Education
Saint Peter's University 2008 — 2010
Dual MBA/M.S. Accountancy, Finance, Risk Management
Rutgers School of Management & Labor Relations 2001 — 2004
Bachelor of Arts, Double Major: Economics, Labor Studies & Employment Relations
Rutgers College of Engineering 2000 — 2001
Electrical & Computer Engineering
Woodbridge High School 1996 — 2000
HMSA May 2015 - Present
Wells Fargo January 2013 - May 2015
Wells Fargo Bank May 2009 - January 2013
Wachovia Bank September 2006 - May 2009
First Investors Corporation August 2004 - September 2006
Blue Cross Blue Shield of Massachusetts November 2003 - August 2004
Skills
Wealth Management, Credit, Loans, CRM, Investments, Sales Management, Insurance, Sales, Retirement, Training, Business Strategy, Forecasting, Finance, Strategic Financial..., Management, Competitive Analysis, Series 7, Leadership, Banking, Mutual Funds, Operations Management, Portfolio Management, Risk Management, Team Building
Education
New York University Stern School of Business 2007 — 2010
Master, Business Administration; Accounting and Change Management
Boston College Wallace E. Carroll School of Management 1999 — 2003
Bachelor of Science, Marketing and Human Resources Management
Punahou School 1995 — 1999
H.S., High School/Secondary Diplomas and Certificates
Bank of America September 2014 - Present
HSBC September 2013 - September 2014
ALPFA Delaware October 2012 - September 2013
J.P. Morgan July 2012 - September 2013
Rutgers University August 2009 - June 2012
ALPFA New Jersey November 2009 - May 2012
Johnson & Johnson June 2011 - January 2012
Saint Peter’s Healthcare System April 2008 - June 2011
The Madison Square Garden Company September 2010 - December 2010
First Investors Corporation June 2010 - July 2010
Skills
Access, Financial Analysis, Finance, Leadership, Microsoft Excel, PowerPoint, Accounting, Outlook, Time Management, Microsoft Word, Research, Microsoft Office, Teamwork, PeopleSoft, Corporate Finance, Human Resources, Team Building, Sarbanes-Oxley Act, Financial Reporting, US GAAP, SAP, Business Objects, Cognos, Essbase, Lotus Notes, MIS, Recruiting, General Ledger, Equities, FTP, Interviews, Account Reconciliation, Data Analysis, Financial Modeling, Financial Accounting, Pivot Tables, Accounts Receivable, Data Entry, Fundraising, Training, Financial Statements, Bank Reconciliation, Event Planning, Spreadsheets, Vlookup, Nonprofits, Variance Analysis, Public Speaking, TM1
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2012
Bachelors of Science, Finance with a Concentration in Management Information Systems
NIP Group, Inc. March 2012 - August 2014
Rutgers University May 2009 - May 2011
First Investors Corporation June 2010 - August 2010
Rutgers School of Management and Labor Relations May 2008 - May 2009
Rutgers University March 2008 - May 2009
Skills
Microsoft Office, Access, Spanish, Research, Analysis, Leadership, SAS, Bloomberg Terminal, Management, Microsoft Excel, Financial Analysis, PowerPoint, Public Speaking
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Arts (B.A.)
West Morris Central High School 2003 — 2007
High School Diploma
First Investors Corporation CCO/Assistant CounselIFMG2004 - 2005
Education
Rutgers University School of Law - Newark
J.D.
Banner Pharmacaps January 2012 - Present
First Investors Corporation August 2011 - January 2012
CSAV September 2010 - May 2011
Skills
Mechanical Engineering, Freight, Container, Continuous Improvement, CAD, Inspection, GMP, CAPA, Quality System, Manufacturing, Software Documentation, Medical Devices, FDA, Quality Assurance
Education
Penn State University 2006 — 2010
Bachelor of Science, Mechanical Engineering
First Investors Corporation May 2010 - August 2010
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science in Commerce, Finance and Economics
J.P. Morgan August 2015 - Present
JPMorgan Chase July 2014 - August 2015
Chinese Heritage School September 2011 - June 2014
New Jersey Chinese Cultural Studies Foundation April 2012 - April 2014
Motorola Solutions May 2013 - August 2013
First Investors Corporation January 2011 - May 2011
Candlewood Management Ltd May 2010 - October 2010
Hyatt Regency 2010 - 2010
Hilton Worldwide June 2009 - July 2009
Chinese Heritage School September 2006 - May 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Microsoft Word, Customer Service, Public Speaking, Leadership, Time Management, Social Media, Facebook, Economics, Mandarin, Data Analysis, Anti Money Laundering, Project Management, Defect Tracking, Research
Education
Rutgers Business School 2010 — 2014
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management
Coeus Financial September 2014 - Present
YOUR Insurance Group September 2014 - Present
ASUREA April 2014 - September 2014
Farmers Insurance January 2013 - March 2014
Bally Total Fitness August 2012 - December 2012
First Investors Corporation February 2012 - March 2012
Sacred Heart Community Service October 2011 - November 2011
Sandler and Rosen, LLP February 2010 - July 2011
Air Electro Inc June 2005 - August 2007
Camp Funtime June 2002 - August 2003
Skills
Risk Management, Insurance, Liability, Problem Solving, Microsoft Word, Customer Service, Time Management, Leadership, Property and Casualty, Life Insurance, Data Entry, Facebook Marketing, Marketing, Social Media Marketing, Umbrella Insurance, Commercial Insurance, Workers Compensation, Teamwork, Homeowners, Recruiting, Retirement, Program Management, Management, Term Life Insurance, Employee Benefits, Fixed Annuities, Health Insurance, Property & Casualty..., Sales, History, Fitness, LinkedIn, Public Speaking, Legal Liability, Small Business, Investments, Long-term Care, Underwriting, General Insurance, Casualty, Disability Insurance, Financial Services, Customer Retention, Commercial Lines, Mutual Funds, Estate Planning, Cold Calling, Policy, Outlook, Call Centers
Education
San Jose State University 2004 — 2009
BA, History
Grover Cleveland Humanities Magnet 2000 — 2004
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
JPMorgan Chase Bank, N.A. March 2011 - Present
First Investors Corporation June 2009 - August 2010
Education
Siena College 2005 — 2009
Bachelor of Science (B.S.), Marketing and Management
JPMorgan Chase & Co. October 2013 - Present
Horizon Blue Cross Blue Shield of New Jersey July 2012 - October 2013
Horizon Blue Cross Blue Shield of New Jersey October 2010 - July 2012
The College of New Jersey September 2008 - May 2010
First Investors Corporation 2009 - 2009
Skills
Health Insurance, Bloomberg Terminal, Data Analysis, VBA, SAS programming, Insurance, Portfolio Management, SAS/SQL, Microsoft Office, Data Management, Executive Reporting, Insurance Claims, Fundamental Research, Value Investing, Security Analysis, Basics of Unix, Performance Dashboards, PeopleSoft, Finance, Statistics, SAS Programming, Research
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2015
Master of Business Administration (M.B.A.)
The College of New Jersey 2006 — 2010
Bachelor of Science (B.S.)
SAS Training
Certificate
Steel Dynamics, Inc November 2011 - Present
First Investors Corporation January 2011 - January 2011
Northwestern Mutual June 2010 - August 2010
Education
Randolph-Macon College 2007 — 2011
Economics/Business, Economics and Business
Ford Motor Credit Company March 2015 - Present
Ford Motor Credit Company June 2012 - Present
University of South Florida August 2011 - May 2012
First Investors Corporation January 2012 - April 2012
Rama Merchants September 2010 - December 2010
American Eagle Outfitters July 2010 - August 2010
Polk State College August 2009 - December 2009
Skills
Research, Customer Service, Public Relations, French, Marketing Strategy, Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Teamwork, Team Leadership, Social Media, Management, Analysis, Data Entry, Time Management, Sales, Leadership, Leadership Development, Spanish, Finance
Education
University of South Florida - College of Business Administration 2010 — 2012
BA, International Business, Management, 3.4
Polk Community College 2008 — 2009
AA, Business
Prudential Financial July 2012 - Present
Dow Jones May 2011 - July 2012
First Investors Corporation December 2010 - May 2011
Century 21 Realtors May 2008 - September 2008
Skills
Financial Analysis, Accounting, Financial Modeling, Access, Bloomberg
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science, Finance
Actavis March 2013 - Present
Independent Consultant August 2011 - March 2013
Smiths Detection February 2006 - July 2011
H2M July 1986 - February 2006
First Investors Corporation January 1985 - July 1986
Skills
HPLC, Validation, Quality Assurance, Product Management, Pharmaceutical Industry, Analytical Chemistry, Product Development, Troubleshooting, Cross-functional Team..., Training, Manufacturing, SOP, Program Management, Leadership, Engineering, Process Improvement, Project Management, Gas Chromatography, Electronics, Sales, Team Leadership, PE TotalChrom 6.3., Restek-GC/LC..., Office 2010, Systems Engineering, Microsoft Office, Cleaning Validation, Instrumentation, Radiation Safety, Windows 7, Dade Moeller Radiation..., Windows 7, Microsoft..., Metrology, Analytical Method..., Process Validation, Analysis, R&D
Education
St John's University 1995 — 1998
MBA, Finance
Queens College 1979 — 1983
Bachelors Degree, Chemistry
Omnicom Group August 2014 - Present
Siena College Bjorklund Fund September 2013 - May 2014
Pershing, a BNY Mellon company June 2013 - August 2013
First Investors Corporation June 2012 - August 2012
Skills
Bloomberg Terminal, Equity Research, Access, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Financial Accounting, Financial Reporting, Vehicle Leasing, Commercial Leasing, Capital Budgeting, Budget Forecasts, Financial Advisory, Microsoft Word, MIS, Google Docs, GIS, Alternative Investments, Google Calendar, Outlook, Google Sites
Education
Siena College 2010 — 2014
Bachelor of Science (BS), Finance, General, Cum Laude
John Jay High School 2006 — 2010
L'Oréal May 2014 - Present
L'Oréal March 2013 - May 2014
L'Oréal March 2012 - March 2013
First Investors Corporation July 2011 - September 2011
Barnes & Noble College Booksellers, Inc May 2011 - July 2011
Skills
Microsoft Excel, SAP, Microsoft Office, Analyzer, Magnitude, Financial Analysis, Budgeting, Pivot Ta, Vlookup, Financial Reporting, Accounting, Access, Account Reconciliation, Analysis, Budgets, Customer Service, Finance, Financial Modeling, Forecasting, Microsoft Word, PowerPoint
Education
Rutgers Business School
Bachelor of Science (B.S.), Finance