First Investors Corporation
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First Investors Corporation Employees
Employee
Years
Job
Industry
Craig Gingerich Craig Gingerich's First Investors Corporation Experience May 2012 - August 2012
Job Retirement Plan Specialist at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc August 2014 - Present
Manning & Napier Advisors July 2013 - August 2014
Route 78 Pub May 2009 - July 2013
Empire Digital Signs, LLC February 2013 - May 2013
Business and Finance Club August 2012 - May 2013
First Investors Corporation May 2012 - August 2012
Lobel's of New York August 2011 - December 2011
Boy Scouts of America September 2001 - May 2007
Skills
Market Research, Microsoft Office, Marketing Research, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Windows, Sales, SPSS, Multi Tasking, Volleyball, Hockey, Windows 7, Digital Signage, Public Relations, Social Media Marketing, Marketing
Education
State University of New York College at Brockport 2009 — 2013
Bachelors' Degrees, Business Marketing, 3.59
Holland Central High School 2005 — 2009
Advanced Regents Diploma, General Studies
Sage Rutty & Co., Inc August 2014 - Present
Manning & Napier Advisors July 2013 - August 2014
Route 78 Pub May 2009 - July 2013
Empire Digital Signs, LLC February 2013 - May 2013
Business and Finance Club August 2012 - May 2013
First Investors Corporation May 2012 - August 2012
Lobel's of New York August 2011 - December 2011
Boy Scouts of America September 2001 - May 2007
Skills
Market Research, Microsoft Office, Marketing Research, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Windows, Sales, SPSS, Multi Tasking, Volleyball, Hockey, Windows 7, Digital Signage, Public Relations, Social Media Marketing, Marketing
Education
State University of New York College at Brockport 2009 — 2013
Bachelors' Degrees, Business Marketing, 3.59
Holland Central High School 2005 — 2009
Advanced Regents Diploma, General Studies
Joseph Moretti Joseph Moretti's First Investors Corporation Experience May 2012 - August 2012
Job Analyst at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
RuffaloCODY February 2012 - May 2014
First Investors Corporation May 2012 - August 2012
Skills
Microsoft Excel, Analysis, PowerPoint, Teamwork, Time Management, Training, Series 6, Management, Access, Public Speaking, Microsoft Office, Customer Service, Finance, Accounting, Data Analysis, Fundraising, Team Leadership, Microsoft Word, Social Media, Social Media Marketing, Marketing, Outlook, Data Entry, Networking, Employee Training, Operations Management, Organization, Communication, Statistical Data..., Hiring, Financial Analysis, Appointment Scheduling, Event Planning, Phone Etiquette, Telecommunications, Performance Appraisal, Performance Reviews, Personal Financial..., Investments, Life Insurance, Leadership, Portfolio Management, Social Networking, Financial Risk, Credit, Due Diligence, Research
Education
State University of New York at Buffalo - School of Management 2010 — 2014
Bachelor of Science in Business Administration, Financial Analysis
Citi August 2014 - Present
RuffaloCODY February 2012 - May 2014
First Investors Corporation May 2012 - August 2012
Skills
Microsoft Excel, Analysis, PowerPoint, Teamwork, Time Management, Training, Series 6, Management, Access, Public Speaking, Microsoft Office, Customer Service, Finance, Accounting, Data Analysis, Fundraising, Team Leadership, Microsoft Word, Social Media, Social Media Marketing, Marketing, Outlook, Data Entry, Networking, Employee Training, Operations Management, Organization, Communication, Statistical Data..., Hiring, Financial Analysis, Appointment Scheduling, Event Planning, Phone Etiquette, Telecommunications, Performance Appraisal, Performance Reviews, Personal Financial..., Investments, Life Insurance, Leadership, Portfolio Management, Social Networking, Financial Risk, Credit, Due Diligence, Research
Education
State University of New York at Buffalo - School of Management 2010 — 2014
Bachelor of Science in Business Administration, Financial Analysis
Navid Shirazi Navid Shirazi's First Investors Corporation Experience January 2010 - April 2010
Job Associate at Golden Gate Capital
Industry Venture Capital & Private Equity
Experience
Golden Gate Capital August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
ECHELON Partners June 2010 - September 2010
First Investors Corporation January 2010 - April 2010
Northwestern Mutual November 2009 - January 2010
Kiewit June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Bloomberg, Investments, Financial Analysis, Private Equity, Economics, Microsoft Office, Capital IQ, Banking, Finance, Hedge Funds
Education
Stanford University 2010 — 2012
Master of Science, Management Science and Engineering, 3.9/4.0
University of California, Los Angeles 2006 — 2010
Bachelor of Science, Civil Engineering, 3.8/4.0
Golden Gate Capital August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
ECHELON Partners June 2010 - September 2010
First Investors Corporation January 2010 - April 2010
Northwestern Mutual November 2009 - January 2010
Kiewit June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Bloomberg, Investments, Financial Analysis, Private Equity, Economics, Microsoft Office, Capital IQ, Banking, Finance, Hedge Funds
Education
Stanford University 2010 — 2012
Master of Science, Management Science and Engineering, 3.9/4.0
University of California, Los Angeles 2006 — 2010
Bachelor of Science, Civil Engineering, 3.8/4.0
Chris Carruthers's First Investors Corporation Experience February 2012 - February 2013
Job Financial Advisor at Austin Private Wealth a private wealth advisory practice of Ameriprise Financial, Inc.
Industry Financial Services
Experience
Kraus, Celerier & Associates a financial advisory practice of Ameriprise Financial, Inc. July 2014 - Present
Merrill Lynch April 2013 - June 2014
First Investors Corporation February 2012 - February 2013
Denitech Corporation July 2010 - July 2011
Texas Tech University November 2008 - May 2010
Education
Texas Tech University - Rawls College of Business 2007 — 2009
Marketing, Business
The University of Texas at Austin 2002 — 2009
Kraus, Celerier & Associates a financial advisory practice of Ameriprise Financial, Inc. July 2014 - Present
Merrill Lynch April 2013 - June 2014
First Investors Corporation February 2012 - February 2013
Denitech Corporation July 2010 - July 2011
Texas Tech University November 2008 - May 2010
Education
Texas Tech University - Rawls College of Business 2007 — 2009
Marketing, Business
The University of Texas at Austin 2002 — 2009
Jessica Beard Jessica Beard's First Investors Corporation Experience November 2008 - March 2009
Job Project Analyst at Southern California Edison (SCE)
Industry Human Resources
Experience
Southern California Edison (SCE) June 2014 - Present
Hillstone Restaurant Group January 2010 - Present
BR Guest June 2012 - August 2012
The Chicago School of Professional Psychology August 2011 - April 2012
Worldwide Express June 2009 - December 2009
First Investors Corporation November 2008 - March 2009
Rape Abuse Incest National Network June 2007 - August 2007
Skills
SPSS, Data Analysis, Research, Public Speaking, Statistics, PowerPoint, Outlook, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Coaching, Marketing, Community Outreach
Education
The Chicago School of Professional Psychology at Los Angeles 2011 — 2013
Master of Arts (M.A.), Industrial and Organizational Psychology
University of California, Irvine 2003 — 2008
Bachelor of Arts (B.A.), Journalism
Southern California Edison (SCE) June 2014 - Present
Hillstone Restaurant Group January 2010 - Present
BR Guest June 2012 - August 2012
The Chicago School of Professional Psychology August 2011 - April 2012
Worldwide Express June 2009 - December 2009
First Investors Corporation November 2008 - March 2009
Rape Abuse Incest National Network June 2007 - August 2007
Skills
SPSS, Data Analysis, Research, Public Speaking, Statistics, PowerPoint, Outlook, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Coaching, Marketing, Community Outreach
Education
The Chicago School of Professional Psychology at Los Angeles 2011 — 2013
Master of Arts (M.A.), Industrial and Organizational Psychology
University of California, Irvine 2003 — 2008
Bachelor of Arts (B.A.), Journalism
Derek Patla, CFP®, LUTCF Derek Patla, CFP®, LUTCF's First Investors Corporation Experience September 1997 - August 2003
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Rotary International November 2011 - June 2013
New York Life August 2003 - February 2011
First Investors Corporation September 1997 - August 2003
Southwestern Advantage 1997 - 2000
Skills
Retirement Planning, Fixed Annuities, Retirement, Long-term Care, Investments, Strategic Financial..., Estate Planning, 401k, IRAs, Insurance, Series 63, Series 7
Education
The American College 2006 — 2011
Completion of CFP®, CERTIFIED FINANCIAL PLANNER
University of Arizona, Eller College of Management 1998 — 2000
Bachelor of Science (BS), Finance
Merrill Lynch February 2011 - Present
Rotary International November 2011 - June 2013
New York Life August 2003 - February 2011
First Investors Corporation September 1997 - August 2003
Southwestern Advantage 1997 - 2000
Skills
Retirement Planning, Fixed Annuities, Retirement, Long-term Care, Investments, Strategic Financial..., Estate Planning, 401k, IRAs, Insurance, Series 63, Series 7
Education
The American College 2006 — 2011
Completion of CFP®, CERTIFIED FINANCIAL PLANNER
University of Arizona, Eller College of Management 1998 — 2000
Bachelor of Science (BS), Finance
Annie Redlingshafer Burndrett's First Investors Corporation Experience July 2008 - Present
Job First Investors Senior Financial Services Representative
Industry Financial Services
Experience
First Investors Corporation July 2008 - Present
First Investors Corporation May 2010 - October 2013
The Home Gallery March 2005 - April 2008
Skills
Management, Investments, Finance, Mutual Funds, Sales, Customer Service, Asset Allocation, Retirement Planning, Financial Services
Education
University of Kansas 2005 — 2008
Bachelor of Arts
First Investors Corporation July 2008 - Present
First Investors Corporation May 2010 - October 2013
The Home Gallery March 2005 - April 2008
Skills
Management, Investments, Finance, Mutual Funds, Sales, Customer Service, Asset Allocation, Retirement Planning, Financial Services
Education
University of Kansas 2005 — 2008
Bachelor of Arts
Jeff Blowers, CFP®, MBA, CLU®'s First Investors Corporation Experience 1998 - 1999
Job External Life Sales Manager at American Family Insurance
Industry Insurance
Experience
American Family Insurance June 2015 - Present
Army National Guard March 1996 - Present
American Family Insurance April 2013 - June 2015
PrimeVest Financial Services/Cetera Financial Group June 1999 - April 2013
First Investors Corporation 1998 - 1999
US Army October 1991 - February 1996
Skills
Life Insurance, Series 7, Retirement, Leadership, Security Clearance, Series 24, Series 6, Strategic Planning, Series 65, Army, Military Experience, Retirement Planning, Certified Financial..., Top Secret Security..., Military Training, Weapons, Military, Tactics, Intelligence Analysis, series 63, Minnesota Life/Health..., Series 63, Insurance, Risk Management, Sales, Team Building
Education
University of St. Thomas 2009 — 2013
Master of Business Administration (MBA)
St. Cloud State University 1996 — 2004
Bachelor's degree, Finance and Ecomics
American Family Insurance June 2015 - Present
Army National Guard March 1996 - Present
American Family Insurance April 2013 - June 2015
PrimeVest Financial Services/Cetera Financial Group June 1999 - April 2013
First Investors Corporation 1998 - 1999
US Army October 1991 - February 1996
Skills
Life Insurance, Series 7, Retirement, Leadership, Security Clearance, Series 24, Series 6, Strategic Planning, Series 65, Army, Military Experience, Retirement Planning, Certified Financial..., Top Secret Security..., Military Training, Weapons, Military, Tactics, Intelligence Analysis, series 63, Minnesota Life/Health..., Series 63, Insurance, Risk Management, Sales, Team Building
Education
University of St. Thomas 2009 — 2013
Master of Business Administration (MBA)
St. Cloud State University 1996 — 2004
Bachelor's degree, Finance and Ecomics
Jonathan Tweet's First Investors Corporation Experience 1990 - 1991
Job creator. publisher at Grandmother Fish LLC
Industry Publishing
Experience
Grandmother Fish LLC March 2014 - Present
self-employed September 2010 - Present
Amazon.com July 2011 - August 2013
GameHouse/RealNetworks September 2009 - August 2010
Wizards of the Coast November 1993 - March 2009
Atlas Games 1990 - 1994
Wizards of the Coast 1990 - 1994
TSR (game publisher) 1991 - 1993
First Investors Corporation 1990 - 1991
Lion Rampant June 1987 - August 1989
Skills
Game Design, Writing, Gaming, Facebook, Game Development, Video Games, Computer Games, Social Games, Gambling, Mobile Games, MMO, World Building, Casual Games, Xbox 360, Online Gaming, Game Mechanics, Monetization, Xbox, Gameplay, Narrative, PS3, Multiplayer, MMORPG, User Experience, Storyboarding, Gaming Industry, User Interface, Video Game Production, Game Balance, Scrum, Community Management, Interactive..., Console, Concept Design, Content Strategy, Game Art, Social Game Development
Education
St. Olaf College 1983 — 1987
Bachelor's degree
Rock Island High School 1979 — 1983
Grandmother Fish LLC March 2014 - Present
self-employed September 2010 - Present
Amazon.com July 2011 - August 2013
GameHouse/RealNetworks September 2009 - August 2010
Wizards of the Coast November 1993 - March 2009
Atlas Games 1990 - 1994
Wizards of the Coast 1990 - 1994
TSR (game publisher) 1991 - 1993
First Investors Corporation 1990 - 1991
Lion Rampant June 1987 - August 1989
Skills
Game Design, Writing, Gaming, Facebook, Game Development, Video Games, Computer Games, Social Games, Gambling, Mobile Games, MMO, World Building, Casual Games, Xbox 360, Online Gaming, Game Mechanics, Monetization, Xbox, Gameplay, Narrative, PS3, Multiplayer, MMORPG, User Experience, Storyboarding, Gaming Industry, User Interface, Video Game Production, Game Balance, Scrum, Community Management, Interactive..., Console, Concept Design, Content Strategy, Game Art, Social Game Development
Education
St. Olaf College 1983 — 1987
Bachelor's degree
Rock Island High School 1979 — 1983
Aaron Kapur's First Investors Corporation Experience May 2011 - August 2011
Job Sourcing Project Manager at Accenture
Industry Outsourcing/Offshoring
Experience
Accenture November 2014 - Present
Accenture July 2013 - November 2014
Moskowitz Jacobs Inc. November 2012 - May 2013
The ExecuSearch Group June 2012 - September 2012
MassMutual Financial Group May 2011 - August 2011
First Investors Corporation May 2011 - August 2011
Skills
Financial Analysis, Business Analysis, Finance, Data Analysis, Managerial Finance, Business, Microsoft Excel, PowerPoint, Banking, Time Management, Facebook, Marketing, Marketing Analytics, Market Research, Customer Service, Advertising, Microsoft Office, Microsoft Word, New Business Development, Social Networking, Marketing Research, Social Media Marketing, Competitive Analysis, Research, Analytics, Management, Leadership
Education
State University of New York College at Geneseo 2007 — 2012
Bachelor of Science (B.S.), Business Administration
Hudson Valley Hospital 2006 — 2007
Hendrick Hudson High School 2003 — 2007
Accenture November 2014 - Present
Accenture July 2013 - November 2014
Moskowitz Jacobs Inc. November 2012 - May 2013
The ExecuSearch Group June 2012 - September 2012
MassMutual Financial Group May 2011 - August 2011
First Investors Corporation May 2011 - August 2011
Skills
Financial Analysis, Business Analysis, Finance, Data Analysis, Managerial Finance, Business, Microsoft Excel, PowerPoint, Banking, Time Management, Facebook, Marketing, Marketing Analytics, Market Research, Customer Service, Advertising, Microsoft Office, Microsoft Word, New Business Development, Social Networking, Marketing Research, Social Media Marketing, Competitive Analysis, Research, Analytics, Management, Leadership
Education
State University of New York College at Geneseo 2007 — 2012
Bachelor of Science (B.S.), Business Administration
Hudson Valley Hospital 2006 — 2007
Hendrick Hudson High School 2003 — 2007
Courtney Stevenson Courtney Stevenson's First Investors Corporation Experience September 2006 - November 2008
Job Administrative Assistant at PT&C Forensic Consulting
Industry Mechanical or Industrial Engineering
Experience
PT&C January 2012 - Present
Texas Farm Bureau Insurance Companies August 2009 - December 2011
First Investors Corporation September 2006 - November 2008
Revolution Cafe and Bar October 2003 - November 2005
Weston Lakes Country Club March 2002 - August 2003
Skills
Sales, Marketing, Marketing Communications, Managing Database, Employee Training, Organizational Design, Microsoft Office, Adobe, Writing, Creative Writing, Customer Service, Relationship Management, English grammar, Long-term Customer..., Public Speaking, Management, CRM, Insurance, Sales Management, Marketing Strategy, Time Management, Strategy, Account Management, Advertising
Education
Texas A&M University - Mays Business School 2002 — 2006
Bachelor of Science (B.S.), Marketing
B. F. Terry High School 1998 — 2002
PT&C January 2012 - Present
Texas Farm Bureau Insurance Companies August 2009 - December 2011
First Investors Corporation September 2006 - November 2008
Revolution Cafe and Bar October 2003 - November 2005
Weston Lakes Country Club March 2002 - August 2003
Skills
Sales, Marketing, Marketing Communications, Managing Database, Employee Training, Organizational Design, Microsoft Office, Adobe, Writing, Creative Writing, Customer Service, Relationship Management, English grammar, Long-term Customer..., Public Speaking, Management, CRM, Insurance, Sales Management, Marketing Strategy, Time Management, Strategy, Account Management, Advertising
Education
Texas A&M University - Mays Business School 2002 — 2006
Bachelor of Science (B.S.), Marketing
B. F. Terry High School 1998 — 2002
Ryan Kanick, CFA Ryan Kanick, CFA's First Investors Corporation Experience June 2008 - August 2008
Job Associate Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service March 2014 - Present
Moody's Investors Service April 2011 - March 2014
Wall Street Financial Group January 2009 - May 2009
First Investors Corporation June 2008 - August 2008
Skills
Financial Modeling, Investments, Securities, Financial Analysis, Corporate Finance, Fixed Income, Bloomberg Terminal, Microsoft Office, Portfolio Management
Education
State University of New York College at Geneseo 2006 — 2010
BS: Business Administration
Moody's Investors Service March 2014 - Present
Moody's Investors Service April 2011 - March 2014
Wall Street Financial Group January 2009 - May 2009
First Investors Corporation June 2008 - August 2008
Skills
Financial Modeling, Investments, Securities, Financial Analysis, Corporate Finance, Fixed Income, Bloomberg Terminal, Microsoft Office, Portfolio Management
Education
State University of New York College at Geneseo 2006 — 2010
BS: Business Administration
Bryon Peterson Bryon Peterson's First Investors Corporation Experience August 2007 - January 2008
Job Staff Tax Accountant
Industry Banking
Experience
Lubrication Technologies, Inc. May 2015 - Present
Wells Fargo May 2013 - May 2015
TCF Financial January 2008 - May 2013
First Investors Corporation August 2007 - January 2008
Best Buy October 2001 - August 2007
T. Anderson Construction May 1999 - January 2003
Skills
Sales, Managment, Direct Marketing, Marketing Strategy, Retail Banking, Microsoft Office, Photoshop, Marketing Communications, Market Analysis, Management, Leadership, Banking, Retail, Time Management, Training
Education
The University of North Dakota 2001 — 2007
Bachelor's, Business Administration; Marketing and Management
The University of North Dakota 2001 — 2007
Business, Business
Lubrication Technologies, Inc. May 2015 - Present
Wells Fargo May 2013 - May 2015
TCF Financial January 2008 - May 2013
First Investors Corporation August 2007 - January 2008
Best Buy October 2001 - August 2007
T. Anderson Construction May 1999 - January 2003
Skills
Sales, Managment, Direct Marketing, Marketing Strategy, Retail Banking, Microsoft Office, Photoshop, Marketing Communications, Market Analysis, Management, Leadership, Banking, Retail, Time Management, Training
Education
The University of North Dakota 2001 — 2007
Bachelor's, Business Administration; Marketing and Management
The University of North Dakota 2001 — 2007
Business, Business
Sachin N. Patel Sachin N. Patel's First Investors Corporation Experience April 2010 - November 2010
Job McKesson
Industry Pharmaceuticals
Experience
McKesson May 2013 - Present
Bone and Joint Clinic of Houston January 2012 - June 2012
Texas Cardiology January 2011 - January 2012
First Investors Corporation April 2010 - November 2010
Mac Churchill Acura December 2009 - April 2010
Choice Hotels International August 2009 - December 2009
Skills
Healthcare Information..., Microsoft Office, Healthcare, Customer Service, EMR, New Hire Training, Financial Analysis, Healthcare Management, Data Analysis, Microsoft Excel, Managed Care, Management, Process Improvement, EHR, Quality Assurance, Team Building, Training
Education
University of Houston-Clear Lake 2011 — 2013
MHA/MBA, Health Administration
Texas Tech University - Rawls College of Business 2005 — 2009
BBA, Business Management
McKesson May 2013 - Present
Bone and Joint Clinic of Houston January 2012 - June 2012
Texas Cardiology January 2011 - January 2012
First Investors Corporation April 2010 - November 2010
Mac Churchill Acura December 2009 - April 2010
Choice Hotels International August 2009 - December 2009
Skills
Healthcare Information..., Microsoft Office, Healthcare, Customer Service, EMR, New Hire Training, Financial Analysis, Healthcare Management, Data Analysis, Microsoft Excel, Managed Care, Management, Process Improvement, EHR, Quality Assurance, Team Building, Training
Education
University of Houston-Clear Lake 2011 — 2013
MHA/MBA, Health Administration
Texas Tech University - Rawls College of Business 2005 — 2009
BBA, Business Management
GianPaolo Guercio GianPaolo Guercio's First Investors Corporation Experience December 2010 - August 2011
Job Communications Administrator at Vanguard
Industry Financial Services
Experience
Vanguard November 2012 - Present
Vanguard September 2011 - November 2012
First Investors Corporation December 2010 - August 2011
First Investors Corporation September 2010 - December 2010
Thomas Jefferson University Hospital - Dermatology & Cutaneous Biology November 2009 - August 2010
Thomas Jefferson University Hospital - Dermatology & Cutaneous Biology June 2009 - November 2009
Thomas Jefferson University Hospital - Hospital Compliance September 2008 - January 2009
Thomas Jefferson University Hospital - JeffGraphics November 2005 - August 2008
Temple University - Media Learning Center October 2006 - May 2007
Education
Temple University - Fox School of Business and Management 2006 — 2011
BBA, International Business, Finance
Vanguard November 2012 - Present
Vanguard September 2011 - November 2012
First Investors Corporation December 2010 - August 2011
First Investors Corporation September 2010 - December 2010
Thomas Jefferson University Hospital - Dermatology & Cutaneous Biology November 2009 - August 2010
Thomas Jefferson University Hospital - Dermatology & Cutaneous Biology June 2009 - November 2009
Thomas Jefferson University Hospital - Hospital Compliance September 2008 - January 2009
Thomas Jefferson University Hospital - JeffGraphics November 2005 - August 2008
Temple University - Media Learning Center October 2006 - May 2007
Education
Temple University - Fox School of Business and Management 2006 — 2011
BBA, International Business, Finance
Jarrod Brown Jarrod Brown's First Investors Corporation Experience May 2009 - August 2009
Job Associate Product Manager Fixed Income at Invesco
Industry Investment Management
Experience
Invesco Ltd. January 2015 - Present
SunTrust Investment Services December 2013 - December 2014
SunTrust Investment Services June 2012 - December 2013
E*TRADE Financial May 2011 - May 2012
First Investors Corporation May 2009 - August 2009
Education
The University of Georgia 2005 — 2009
B.S., Financial Planning
2015 CFA Level I Candidate in the CFA Program
Invesco Ltd. January 2015 - Present
SunTrust Investment Services December 2013 - December 2014
SunTrust Investment Services June 2012 - December 2013
E*TRADE Financial May 2011 - May 2012
First Investors Corporation May 2009 - August 2009
Education
The University of Georgia 2005 — 2009
B.S., Financial Planning
2015 CFA Level I Candidate in the CFA Program
Joseph Oporto Joseph Oporto's First Investors Corporation Experience September 1993 - November 1996
Job Partner at PwC
Industry Accounting
Experience
PwC November 1996 - Present
Middletown Township Fire Department 2009 - 2011
First Investors Corporation September 1993 - November 1996
Skills
Sarbanes-Oxley, SSAE16, Investment Management, Internal Controls, SAS70, Model Audit Rule, IT Audit, Sarbanes-Oxley Act, Auditing, COSO, Enterprise Risk..., Assurance, External Audit, Accounting, Financial Reporting, Financial Services, IT Risk Management, Information Security, Information Security..., Information Technology, Operational Risk..., Risk Assessment, Risk Management, SOX 404, SSAE 16
Education
Stony Brook University 1989 — 1993
BS, Business Management
PwC November 1996 - Present
Middletown Township Fire Department 2009 - 2011
First Investors Corporation September 1993 - November 1996
Skills
Sarbanes-Oxley, SSAE16, Investment Management, Internal Controls, SAS70, Model Audit Rule, IT Audit, Sarbanes-Oxley Act, Auditing, COSO, Enterprise Risk..., Assurance, External Audit, Accounting, Financial Reporting, Financial Services, IT Risk Management, Information Security, Information Security..., Information Technology, Operational Risk..., Risk Assessment, Risk Management, SOX 404, SSAE 16
Education
Stony Brook University 1989 — 1993
BS, Business Management
Mary Ellen Probanski Mary Ellen Probanski's First Investors Corporation Experience November 1986 - February 1989
Job Paraprofessional at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education October 1998 - Present
Home Office November 1992 - Present
First Investors Corporation November 1986 - February 1989
Golden Gate Health Care Center June 1981 - November 1986
Skills
Special Education, Smartboard, Medical Transcription, Behavior Management, Learning Disabilities, Medical Terminology, Computer Proficiency
Education
State University of New York Empire State College 1999 — 2007
Bachelor's of Science, Social Theory; Social Structure and Change
Curtis High School 1974 — 1978
Practical Nursing, Vocational Nursing and Nursing Assistants
NYC Department of Education October 1998 - Present
Home Office November 1992 - Present
First Investors Corporation November 1986 - February 1989
Golden Gate Health Care Center June 1981 - November 1986
Skills
Special Education, Smartboard, Medical Transcription, Behavior Management, Learning Disabilities, Medical Terminology, Computer Proficiency
Education
State University of New York Empire State College 1999 — 2007
Bachelor's of Science, Social Theory; Social Structure and Change
Curtis High School 1974 — 1978
Practical Nursing, Vocational Nursing and Nursing Assistants
Jake Darsch Jake Darsch's First Investors Corporation Experience January 1995 - April 2002
Job Financial Services Representative and Investment Advisor Representative at MetLife
Industry Insurance
Experience
MetLife April 2002 - Present
First Investors Corporation January 1995 - April 2002
Skills
Wealth Management, Wealth Accumulation, Investment Strategies, Estate Planning, Business & Insurance..., Group & Individual..., Annuity Sales, Investment Advisory..., Life Insurance, Disability Insurance, Retirement Planning
Education
St. Mary's College of Maryland
MetLife April 2002 - Present
First Investors Corporation January 1995 - April 2002
Skills
Wealth Management, Wealth Accumulation, Investment Strategies, Estate Planning, Business & Insurance..., Group & Individual..., Annuity Sales, Investment Advisory..., Life Insurance, Disability Insurance, Retirement Planning
Education
St. Mary's College of Maryland
corey overby corey overby's First Investors Corporation Experience October 1986 - October 1987
Job Vice President
Industry Insurance
Experience
MetLife October 1987 - Present
First Investors Corporation October 1986 - October 1987
Skills
Insurance, Outsourcing, Operational Excellence, Financial Reporting, Strategic Financial..., Managerial Finance, Mergers & Acquisitions, Call Centers, Process Improvement, Finance, Financial Services, Investments, Risk Management, Program Management, Analysis, Change Management, Governance, Sarbanes-Oxley Act, Strategic Planning, Training, Business Process..., Integration, Human Resources, Business Analysis, Vendor Management, Executive Management, Financial Planning
Education
University of Denver 1988 — 1990
Master of Business Administration (MBA), Finance
The University of North Dakota 1981 — 1986
Bachelor of Business Administration (B.B.A.), Management
MetLife October 1987 - Present
First Investors Corporation October 1986 - October 1987
Skills
Insurance, Outsourcing, Operational Excellence, Financial Reporting, Strategic Financial..., Managerial Finance, Mergers & Acquisitions, Call Centers, Process Improvement, Finance, Financial Services, Investments, Risk Management, Program Management, Analysis, Change Management, Governance, Sarbanes-Oxley Act, Strategic Planning, Training, Business Process..., Integration, Human Resources, Business Analysis, Vendor Management, Executive Management, Financial Planning
Education
University of Denver 1988 — 1990
Master of Business Administration (MBA), Finance
The University of North Dakota 1981 — 1986
Bachelor of Business Administration (B.B.A.), Management
Anna Slomka Anna Slomka's First Investors Corporation Experience June 2008 - August 2008
Job Senior Consultant Cash & Collateral at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Hedge Fund Services February 2014 - Present
Wolters Kluwer October 2009 - February 2014
First Investors Corporation June 2008 - August 2008
Skills
Accounting, Financial Modeling, Financial Analysis, Forecasting, Analysis, Banking, Cash Flow Forecasting, Finance, Internal Controls, Management, Tax, Business Strategy, Treasury, Financial Reporting, Sarbanes-Oxley Act, Microsoft Excel, Process Improvement
Education
University of Kansas 2004 — 2008
Finance
University of Newcastle
Northern Trust Hedge Fund Services February 2014 - Present
Wolters Kluwer October 2009 - February 2014
First Investors Corporation June 2008 - August 2008
Skills
Accounting, Financial Modeling, Financial Analysis, Forecasting, Analysis, Banking, Cash Flow Forecasting, Finance, Internal Controls, Management, Tax, Business Strategy, Treasury, Financial Reporting, Sarbanes-Oxley Act, Microsoft Excel, Process Improvement
Education
University of Kansas 2004 — 2008
Finance
University of Newcastle
Melissa Welch's First Investors Corporation Experience December 2009 - September 2011
Job Assistant Business Manager at Townsquare Media
Industry Entertainment
Experience
Townsquare Media April 2013 - Present
Townsquare Media September 2011 - March 2013
First Investors Corporation December 2009 - September 2011
Lougen Valenti Bookbinder & Weintraub LLP January 2009 - April 2009
Hart Hotels, Inc. January 2008 - January 2009
Skills
Accounting, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Advertising, Management
Education
State University of New York at Buffalo - School of Management
B.S.
Geneseo Central School
Townsquare Media April 2013 - Present
Townsquare Media September 2011 - March 2013
First Investors Corporation December 2009 - September 2011
Lougen Valenti Bookbinder & Weintraub LLP January 2009 - April 2009
Hart Hotels, Inc. January 2008 - January 2009
Skills
Accounting, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Advertising, Management
Education
State University of New York at Buffalo - School of Management
B.S.
Geneseo Central School
Nick Tonery Nick Tonery's First Investors Corporation Experience November 2010 - May 2011
Job Freelance Digital Marketing Strategy Consultant
Industry Marketing and Advertising
Experience
L'Oréal June 2015 - July 2015
Spherical Communications March 2015 - May 2015
trivago June 2014 - November 2014
trivago October 2013 - June 2014
VELA Entertainment Studios August 2011 - September 2013
rising systems networks GmbH August 2011 - September 2013
13Mann Verlags- und Großhandelsgesellschaft mbH August 2011 - September 2013
First Investors Corporation November 2010 - May 2011
George Eastman House January 2010 - May 2010
Bristol Mountain Ski Resort November 2005 - February 2010
Skills
Public Relations, Social Media, Public Speaking, Facebook, SEO, Marketing, Social Networking, Media Communications, Advertising, Press Releases, Editing, Event Management, Management, Strategy, Publishing, Online Marketing, Social Media Marketing
Education
Saint John Fisher College 2006 — 2011
BA, Communications, Philosophy, Arts
Aquinas Institute of Rochester 2002 — 2006
Advanced High School Regents Degree, Advanced Regents Degree
trivago Academy 2013 — 2014
Philosophy
L'Oréal June 2015 - July 2015
Spherical Communications March 2015 - May 2015
trivago June 2014 - November 2014
trivago October 2013 - June 2014
VELA Entertainment Studios August 2011 - September 2013
rising systems networks GmbH August 2011 - September 2013
13Mann Verlags- und Großhandelsgesellschaft mbH August 2011 - September 2013
First Investors Corporation November 2010 - May 2011
George Eastman House January 2010 - May 2010
Bristol Mountain Ski Resort November 2005 - February 2010
Skills
Public Relations, Social Media, Public Speaking, Facebook, SEO, Marketing, Social Networking, Media Communications, Advertising, Press Releases, Editing, Event Management, Management, Strategy, Publishing, Online Marketing, Social Media Marketing
Education
Saint John Fisher College 2006 — 2011
BA, Communications, Philosophy, Arts
Aquinas Institute of Rochester 2002 — 2006
Advanced High School Regents Degree, Advanced Regents Degree
trivago Academy 2013 — 2014
Philosophy
Matthew Segovia's First Investors Corporation Experience January 2014 - Present
Job Financial Services Representative
Industry Financial Services
Experience
First Investors Corporation January 2014 - Present
US Environmental Protection Agency (EPA) August 2013 - December 2013
Skills
Finance, Asset Allocation, Fixed Annuities, Investments, Mutual Funds
Education
Texas A&M University 2009 — 2013
Bachelor of Arts, Political Science
First Investors Corporation January 2014 - Present
US Environmental Protection Agency (EPA) August 2013 - December 2013
Skills
Finance, Asset Allocation, Fixed Annuities, Investments, Mutual Funds
Education
Texas A&M University 2009 — 2013
Bachelor of Arts, Political Science
Christian Sterk, PMP Christian Sterk, PMP's First Investors Corporation Experience 2006 - 2006
Job Sr Consultant at Deloitte & Touche
Industry Management Consulting
Experience
Deloitte & Touche February 2014 - Present
JG Capital May 2013 - January 2014
Deutsche Bank July 2008 - May 2013
AIG 2008 - 2008
Credit Suisse 2007 - 2007
First Investors Corporation 2006 - 2006
Hamilton Executions LLC 2005 - 2005
Skills
Analysis, Data Analysis, Finance, Management, Risk Management, Training, Strategy, Financial Risk, CRM, Equities, Financial Modeling, Portfolio Management, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance & Communications
State University of New York College at Oswego 2004 — 2008
Bachelors, Finance, Economics, International Business
Deloitte & Touche February 2014 - Present
JG Capital May 2013 - January 2014
Deutsche Bank July 2008 - May 2013
AIG 2008 - 2008
Credit Suisse 2007 - 2007
First Investors Corporation 2006 - 2006
Hamilton Executions LLC 2005 - 2005
Skills
Analysis, Data Analysis, Finance, Management, Risk Management, Training, Strategy, Financial Risk, CRM, Equities, Financial Modeling, Portfolio Management, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance & Communications
State University of New York College at Oswego 2004 — 2008
Bachelors, Finance, Economics, International Business
Patrick Horne Patrick Horne's First Investors Corporation Experience July 1987 - October 1988
Job Business Owner at Masquerade Fundraising
Industry Fund-Raising
Experience
Masquerade Fundraising March 2006 - Present
Living Faith Church Inc. February 1991 - March 2006
The Dixie Group October 1998 - June 2002
Erlanger Medical Center November 1988 - January 1993
First Investors Corporation July 1987 - October 1988
Skills
Leadership, Customer Service, Public Speaking, Fundraising, Strategic Planning, Team Building, Community Outreach, Management, Nonprofits, Marketing, Missions, Sales, Volunteer Management, Preaching, Healthcare, Inventory Management, Negotiation, Time Management
Education
The University of Tennessee at Chattanooga 1984 — 1987
Bachelor's Degree, Computer Science Information Systems
Hixson High School 1979 — 1982
High School Diploma, General
Masquerade Fundraising March 2006 - Present
Living Faith Church Inc. February 1991 - March 2006
The Dixie Group October 1998 - June 2002
Erlanger Medical Center November 1988 - January 1993
First Investors Corporation July 1987 - October 1988
Skills
Leadership, Customer Service, Public Speaking, Fundraising, Strategic Planning, Team Building, Community Outreach, Management, Nonprofits, Marketing, Missions, Sales, Volunteer Management, Preaching, Healthcare, Inventory Management, Negotiation, Time Management
Education
The University of Tennessee at Chattanooga 1984 — 1987
Bachelor's Degree, Computer Science Information Systems
Hixson High School 1979 — 1982
High School Diploma, General
Josh Grossman Josh Grossman's First Investors Corporation Experience January 2011 - May 2011
Job Attorney
Industry Legal Services
Experience
Goldman Sachs December 2014 - Present
Southwestern Law School January 2014 - May 2014
Southwestern Law School August 2011 - May 2014
Financial Industry Regulatory Authority August 2013 - December 2013
Coleman & Horowitt, LLP May 2013 - August 2013
Federal Trade Commission January 2013 - April 2013
Los Angeles District Attorney's Office: Appellate Division August 2012 - December 2012
Coleman & Horowitt, LLP May 2012 - August 2012
Portfolio Recovery Associates, Inc. March 2011 - August 2011
First Investors Corporation January 2011 - May 2011
Education
Southwestern University School of Law 2011 — 2014
University of California, San Diego 2007 — 2011
Bachelor of Arts, International Relations
Goldman Sachs December 2014 - Present
Southwestern Law School January 2014 - May 2014
Southwestern Law School August 2011 - May 2014
Financial Industry Regulatory Authority August 2013 - December 2013
Coleman & Horowitt, LLP May 2013 - August 2013
Federal Trade Commission January 2013 - April 2013
Los Angeles District Attorney's Office: Appellate Division August 2012 - December 2012
Coleman & Horowitt, LLP May 2012 - August 2012
Portfolio Recovery Associates, Inc. March 2011 - August 2011
First Investors Corporation January 2011 - May 2011
Education
Southwestern University School of Law 2011 — 2014
University of California, San Diego 2007 — 2011
Bachelor of Arts, International Relations
Tim Hierlmaier Tim Hierlmaier's First Investors Corporation Experience January 2001 - August 2004
Job Investments
Industry Investment Management
Experience
Quantitative Advantage, LLC (Registered Investment Advisor) January 2014 - Present
Quantitative Advantage, LLC (Registered Investment Advisor) January 2011 - December 2013
RiverSource Distributors, Inc. a subsidiary of Ameriprise Financial Services, Inc. August 2004 - December 2010
Army National Guard November 1993 - October 2004
First Investors Corporation January 2001 - August 2004
First Investors Corporation July 1998 - January 2001
US Army July 1991 - November 1993
Skills
Bloomberg Terminal, Morningstar Direct, Zephyr Style Advisor, Investment Strategies, Asset Management, Separately Managed..., Equities, ETFs, Bonds, Mutual Funds, Security Analysis, Financial Modeling, Product Distribution, Business Development..., Coaching, Relationship Marketing, Salesforce.com, Retirement, Variable Annuities, Fixed Annuities, Insurance, Series 7, Series 63
Education
St. Cloud State University 1994 — 1998
BA, Economics
CFA Institute
Quantitative Advantage, LLC (Registered Investment Advisor) January 2014 - Present
Quantitative Advantage, LLC (Registered Investment Advisor) January 2011 - December 2013
RiverSource Distributors, Inc. a subsidiary of Ameriprise Financial Services, Inc. August 2004 - December 2010
Army National Guard November 1993 - October 2004
First Investors Corporation January 2001 - August 2004
First Investors Corporation July 1998 - January 2001
US Army July 1991 - November 1993
Skills
Bloomberg Terminal, Morningstar Direct, Zephyr Style Advisor, Investment Strategies, Asset Management, Separately Managed..., Equities, ETFs, Bonds, Mutual Funds, Security Analysis, Financial Modeling, Product Distribution, Business Development..., Coaching, Relationship Marketing, Salesforce.com, Retirement, Variable Annuities, Fixed Annuities, Insurance, Series 7, Series 63
Education
St. Cloud State University 1994 — 1998
BA, Economics
CFA Institute
Timothy Coffey's First Investors Corporation Experience 1995 - 1996
Job Director, Asset Management Wholesaler
Industry Financial Services
Experience
Legg Mason August 1997 - Present
Bull & Bear Securities 1996 - August 1997
First Investors Corporation 1995 - 1996
Skills
Closed-end Funds, SMA, Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, ETFs, Series 24, Separately Managed..., Wealth Management, Asset Managment, Investments, Fixed Income, Hedge Funds, Asset Management, FINRA, Financial Services, Investment Strategies
Education
State University of New York College at Oswego 1990 — 1994
B.A., Economics
Fordham Preparatory 1986 — 1990
Legg Mason August 1997 - Present
Bull & Bear Securities 1996 - August 1997
First Investors Corporation 1995 - 1996
Skills
Closed-end Funds, SMA, Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, ETFs, Series 24, Separately Managed..., Wealth Management, Asset Managment, Investments, Fixed Income, Hedge Funds, Asset Management, FINRA, Financial Services, Investment Strategies
Education
State University of New York College at Oswego 1990 — 1994
B.A., Economics
Fordham Preparatory 1986 — 1990
Tim Schuldt Tim Schuldt's First Investors Corporation Experience August 2008 - December 2008
Job Research Manager at Scannell & Kurz
Industry Higher Education
Experience
Scannell & Kurz July 2014 - Present
Scannell & Kurz January 2013 - July 2014
Scannell and Kurz, Inc. July 2009 - January 2013
First Investors Corporation August 2008 - December 2008
Skills
Data Analysis, Statistics, SAS, Research, Analysis, Higher Education, Public Speaking, Microsoft Office, Quantitative Research, SAS programming, Economics, Biostatistics, Qualitative Research, Statistical Modeling, Enrollment Management, Stata, Customer Service, Leadership, Microsoft Excel
Education
St. Lawrence University 2004 — 2008
Bacehelor's, Mathematics; Economics; Statistics
Scannell & Kurz July 2014 - Present
Scannell & Kurz January 2013 - July 2014
Scannell and Kurz, Inc. July 2009 - January 2013
First Investors Corporation August 2008 - December 2008
Skills
Data Analysis, Statistics, SAS, Research, Analysis, Higher Education, Public Speaking, Microsoft Office, Quantitative Research, SAS programming, Economics, Biostatistics, Qualitative Research, Statistical Modeling, Enrollment Management, Stata, Customer Service, Leadership, Microsoft Excel
Education
St. Lawrence University 2004 — 2008
Bacehelor's, Mathematics; Economics; Statistics
Niral Shah, MBA Niral Shah, MBA's First Investors Corporation Experience June 2004 - December 2004
Job Owner CHATKAZZ (USA) at Chatkazz Spice Up
Industry Restaurants
Experience
Chatkazz Spice Up August 2015 - Present
KPMG US March 2014 - May 2015
The World Bank - International Finance Corporation April 2013 - March 2014
Hogan Lovells US LLP April 2010 - August 2012
American Red Cross November 2009 - April 2010
State Street July 2006 - May 2009
Investors Bank and Trust July 2005 - July 2006
First Investors Corporation June 2004 - December 2004
Greylock Federal Credit Union June 2004 - August 2004
Skills
Financial Reporting, Accounting, Access, General Ledger, Analysis, Budgets, Investments, Bloomberg, Valuation, Accounts Receivable, Private Equity, Management, Payroll, Microsoft Excel, Forecasting
Education
Suffolk University - Sawyer School of Management 2008 — 2009
MBA, Finance
University of Massachusetts, Amherst 2001 — 2005
BA, Economics
Lenox Memorial High School 1997 — 2001
Chatkazz Spice Up August 2015 - Present
KPMG US March 2014 - May 2015
The World Bank - International Finance Corporation April 2013 - March 2014
Hogan Lovells US LLP April 2010 - August 2012
American Red Cross November 2009 - April 2010
State Street July 2006 - May 2009
Investors Bank and Trust July 2005 - July 2006
First Investors Corporation June 2004 - December 2004
Greylock Federal Credit Union June 2004 - August 2004
Skills
Financial Reporting, Accounting, Access, General Ledger, Analysis, Budgets, Investments, Bloomberg, Valuation, Accounts Receivable, Private Equity, Management, Payroll, Microsoft Excel, Forecasting
Education
Suffolk University - Sawyer School of Management 2008 — 2009
MBA, Finance
University of Massachusetts, Amherst 2001 — 2005
BA, Economics
Lenox Memorial High School 1997 — 2001
Anthony Mascia Anthony Mascia's First Investors Corporation Experience May 2010 - March 2011
Job Assistant Store Manager at TD
Industry Banking
Experience
TD April 2013 - Present
TD December 2011 - March 2013
TD March 2012 - December 2012
First Investors Corporation May 2010 - March 2011
Skills
Financial Analysis, Financial Planning, Sales Management, Account Management, Expense Management, Investments, Mortgage Lending, Operational Excellence, Home Equity Loans, Small Business, Small Business Lending, Loan Origination, Networking, Team Leadership, Strategic Financial..., Retail Banking, Leadership, Banking, Customer Service, Financial Services, Sales, Consumer Lending, Management, Time Management, Commercial Banking
Education
CT School of Finance and Management 2015 — 2017
Banking and Financial Support Services
The University of Connecticut School of Business 2006 — 2010
Business, Finance
TD April 2013 - Present
TD December 2011 - March 2013
TD March 2012 - December 2012
First Investors Corporation May 2010 - March 2011
Skills
Financial Analysis, Financial Planning, Sales Management, Account Management, Expense Management, Investments, Mortgage Lending, Operational Excellence, Home Equity Loans, Small Business, Small Business Lending, Loan Origination, Networking, Team Leadership, Strategic Financial..., Retail Banking, Leadership, Banking, Customer Service, Financial Services, Sales, Consumer Lending, Management, Time Management, Commercial Banking
Education
CT School of Finance and Management 2015 — 2017
Banking and Financial Support Services
The University of Connecticut School of Business 2006 — 2010
Business, Finance
Elise Murphy, CFP®'s First Investors Corporation Experience June 2011 - August 2011
Job Financial Planner at Schroeder, Braxton & Vogt Inc.
Industry Financial Services
Experience
Schroeder, Braxton, & Vogt February 2015 - Present
Schroeder, Braxton & Vogt Inc. January 2012 - February 2015
SellingHive July 2011 - December 2011
First Investors Corporation June 2011 - August 2011
Jamestown Advanced Products May 2010 - August 2010
Chautauqua Institution May 2009 - August 2009
Snack Shack January 2009 - May 2009
Education
State University of New York College at Fredonia 2009 — 2012
Business-Finance, & Economics
Schroeder, Braxton, & Vogt February 2015 - Present
Schroeder, Braxton & Vogt Inc. January 2012 - February 2015
SellingHive July 2011 - December 2011
First Investors Corporation June 2011 - August 2011
Jamestown Advanced Products May 2010 - August 2010
Chautauqua Institution May 2009 - August 2009
Snack Shack January 2009 - May 2009
Education
State University of New York College at Fredonia 2009 — 2012
Business-Finance, & Economics
Olga Kravets Olga Kravets's First Investors Corporation Experience May 2009 - August 2009
Job Associate, Europe and Eurasia Regional Business Unit at Chemonics International
Industry International Trade and Development
Experience
Chemonics International August 2015 - Present
Creative Associates International October 2014 - Present
Creative Associates International November 2013 - July 2014
PYXERA Global November 2013 - May 2014
FINCA International March 2013 - May 2013
Inn on Broadway January 2011 - August 2012
FuturPointe Dance August 2009 - August 2012
First Investors Corporation May 2009 - August 2009
Skills
International..., Private Sector..., Corporate Social..., Academic Writing, Survey Design, Data Analysis, SPSS, Stata, Inventory Management, Financial Services, Business Strategy, Briefs, Advocacy, Presentations, Organization &..., High Achiever, Dependable Team Player, International NGOs, Small Business, Hospitality, Modern Dance, International Relations, NGOs
Education
The George Washington University 2012 — 2014
Master of Arts (MA), International Development Studies
State University of New York College at Brockport 2008 — 2010
Bachelor of Arts (BA), International Business and Economics, Summa Cum Laude
School of the Arts 2004 — 2007
Regents Diploma with Honors, Dance
Chemonics International August 2015 - Present
Creative Associates International October 2014 - Present
Creative Associates International November 2013 - July 2014
PYXERA Global November 2013 - May 2014
FINCA International March 2013 - May 2013
Inn on Broadway January 2011 - August 2012
FuturPointe Dance August 2009 - August 2012
First Investors Corporation May 2009 - August 2009
Skills
International..., Private Sector..., Corporate Social..., Academic Writing, Survey Design, Data Analysis, SPSS, Stata, Inventory Management, Financial Services, Business Strategy, Briefs, Advocacy, Presentations, Organization &..., High Achiever, Dependable Team Player, International NGOs, Small Business, Hospitality, Modern Dance, International Relations, NGOs
Education
The George Washington University 2012 — 2014
Master of Arts (MA), International Development Studies
State University of New York College at Brockport 2008 — 2010
Bachelor of Arts (BA), International Business and Economics, Summa Cum Laude
School of the Arts 2004 — 2007
Regents Diploma with Honors, Dance
Michelle Balfe Michelle Balfe's First Investors Corporation Experience June 2002 - June 2012
Job Financial Services Representative, Financial Advisor at MetLife
Industry Financial Services
Experience
MetLife Premier Client Group of the Mid-Atlantic, an office of MetLife July 2012 - Present
First Investors Corporation June 2002 - June 2012
Skills
Insurance, Mutual Funds, Financial Analysis, Investments, 529 Plans, College Savings Plans, Wealth Management..., Retirement, Retirement Planning, Retirement Income..., IRAs, Roth IRA, Simple IRA, IRA Rollovers, 401k, 401k Rollovers, Life Insurance, Term Life Insurance, Universal Life Insurance, Whole Life Insurance, Disability Insurance, Health Insurance, Long-Term Care Insurance, Group Insurance, Business Succession..., Estate Succession...
Education
The Catholic University of America 1998 — 2003
BA, Finance
Roosevelt High School
Roosevelt High School
MetLife Premier Client Group of the Mid-Atlantic, an office of MetLife July 2012 - Present
First Investors Corporation June 2002 - June 2012
Skills
Insurance, Mutual Funds, Financial Analysis, Investments, 529 Plans, College Savings Plans, Wealth Management..., Retirement, Retirement Planning, Retirement Income..., IRAs, Roth IRA, Simple IRA, IRA Rollovers, 401k, 401k Rollovers, Life Insurance, Term Life Insurance, Universal Life Insurance, Whole Life Insurance, Disability Insurance, Health Insurance, Long-Term Care Insurance, Group Insurance, Business Succession..., Estate Succession...
Education
The Catholic University of America 1998 — 2003
BA, Finance
Roosevelt High School
Roosevelt High School
Narolyn Paredes's First Investors Corporation Experience June 2009 - August 2009
Job Divisional Recruiting Manager at BAYADA Home Health Care
Industry Hospital & Health Care
Experience
BAYADA Home Health Care December 2013 - Present
BAYADA Home Health Care August 2012 - November 2013
Bonner Foundation January 2008 - May 2012
First Investors Corporation June 2009 - August 2009
Skills
HR Consulting, Healthcare, Project Management, Building Relationships, Customer Service, Teamwork, Bilingual, Team Building, Mentoring, Teaching, Youth Development, Leadership, Recruiting, Training, Sales
Education
The College of New Jersey 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), International Business
Universidad Internacional Menéndez Pelayo 2011 — 2011
BAYADA Home Health Care December 2013 - Present
BAYADA Home Health Care August 2012 - November 2013
Bonner Foundation January 2008 - May 2012
First Investors Corporation June 2009 - August 2009
Skills
HR Consulting, Healthcare, Project Management, Building Relationships, Customer Service, Teamwork, Bilingual, Team Building, Mentoring, Teaching, Youth Development, Leadership, Recruiting, Training, Sales
Education
The College of New Jersey 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), International Business
Universidad Internacional Menéndez Pelayo 2011 — 2011
Audra Paolini Audra Paolini's First Investors Corporation Experience November 1999 - December 2002
Job Project Manager and Campus Solution Specialist
Industry Higher Education
Experience
SONISWEB (RJM Systems, Inc.) July 2014 - Present
MDxHealth December 2012 - December 2013
Higher One Inc. November 2011 - December 2012
RJM Systems Inc. May 2004 - November 2011
Accounting Software Installation and Bookkeeping Consultant January 2003 - December 2008
First Investors Corporation November 1999 - December 2002
Skills
Investments, Strategic Financial..., Mutual Funds, Retirement Planning, Series 7, Financial Analysis, Portfolio Management, Bookkeeping, Series 63, Wealth Management, Asset Allocation, Financial Modeling, Retirement, Finance, Fixed Annuities, Equities, Asset Managment, Securities, Bloomberg, Insurance
Education
The Sage Colleges - Russell Sage College 1992 — 1996
BS, Psychology and Art
The Sage Colleges - Russell Sage College 1992 — 1996
Masters in Business Administration, Finance
SONISWEB (RJM Systems, Inc.) July 2014 - Present
MDxHealth December 2012 - December 2013
Higher One Inc. November 2011 - December 2012
RJM Systems Inc. May 2004 - November 2011
Accounting Software Installation and Bookkeeping Consultant January 2003 - December 2008
First Investors Corporation November 1999 - December 2002
Skills
Investments, Strategic Financial..., Mutual Funds, Retirement Planning, Series 7, Financial Analysis, Portfolio Management, Bookkeeping, Series 63, Wealth Management, Asset Allocation, Financial Modeling, Retirement, Finance, Fixed Annuities, Equities, Asset Managment, Securities, Bloomberg, Insurance
Education
The Sage Colleges - Russell Sage College 1992 — 1996
BS, Psychology and Art
The Sage Colleges - Russell Sage College 1992 — 1996
Masters in Business Administration, Finance
Cameron Hail Schneider Cameron Hail Schneider's First Investors Corporation Experience 2006 - 2007
Job Branding Display Leader at iProspect
Industry Marketing and Advertising
Experience
iProspect June 2015 - Present
iProspect August 2013 - June 2015
EIDON Technologies Inc. July 2012 - August 2013
Heartland IT Consulting 2012 - 2012
Christ Chapel Bible Church June 2007 - October 2011
Urban Design Group 2006 - 2007
First Investors Corporation 2006 - 2007
Texas Christian University 2004 - 2007
Skills
Public Relations, Public Speaking, Social Media, Marketing, Microsoft Office, Sales, Networking, Medical Sales, Communication, Customer Satisfaction, Apple, Salesforce.com, Customer Service, PowerPoint, Account Management, Luxury Brand Marketing, Online Advertising, Client Relations Skills, Digital Marketing, Display Advertising, PPC, PPC Bid Management, Google Adwords, Yahoo Search Marketing, Microsoft Excel, Mobile Advertising, Search Advertising, Medical Software Sales, Small Business..., Customer Support, Leadership Development
Education
Texas Christian University 2004 — 2007
Bachelor of Science, Communication Studies, Psychology of Leadership
Southwestern Theological Graduate School 2007 — 2010
Master of Arts, Theology
Texas Tech University 2003 — 2004
iProspect June 2015 - Present
iProspect August 2013 - June 2015
EIDON Technologies Inc. July 2012 - August 2013
Heartland IT Consulting 2012 - 2012
Christ Chapel Bible Church June 2007 - October 2011
Urban Design Group 2006 - 2007
First Investors Corporation 2006 - 2007
Texas Christian University 2004 - 2007
Skills
Public Relations, Public Speaking, Social Media, Marketing, Microsoft Office, Sales, Networking, Medical Sales, Communication, Customer Satisfaction, Apple, Salesforce.com, Customer Service, PowerPoint, Account Management, Luxury Brand Marketing, Online Advertising, Client Relations Skills, Digital Marketing, Display Advertising, PPC, PPC Bid Management, Google Adwords, Yahoo Search Marketing, Microsoft Excel, Mobile Advertising, Search Advertising, Medical Software Sales, Small Business..., Customer Support, Leadership Development
Education
Texas Christian University 2004 — 2007
Bachelor of Science, Communication Studies, Psychology of Leadership
Southwestern Theological Graduate School 2007 — 2010
Master of Arts, Theology
Texas Tech University 2003 — 2004
Joe Sansone's First Investors Corporation Experience July 1994 - June 1996
Job Executive Director, TMT Team Leader at Standard Chartered Bank
Industry Banking
Experience
Standard Chartered Bank April 2008 - Present
Citigroup June 2004 - April 2008
Citigroup January 2001 - March 2004
Citigroup July 1998 - March 2001
United States Peace Corps January 1996 - June 1998
NationsBank June 1996 - December 1996
First Investors Corporation July 1994 - June 1996
Delta Sigma Pi 1992 - 1994
Skills
Finance, Investments, Cash Management, Risk Management, Financial Analysis, Banking, Corporate Finance, Business Strategy, Credit, Business Development, Strategic Planning, Trading, Relationship Management, Credit Risk, Portfolio Management, Financial Services
Education
State University of New York at Buffalo - School of Management 1999 — 2003
Masters, Business Administration
Centro Bilingue, Cuernavaca, Mexico 1993 — 1993
Spanish Literature and Conversation
Standard Chartered Bank April 2008 - Present
Citigroup June 2004 - April 2008
Citigroup January 2001 - March 2004
Citigroup July 1998 - March 2001
United States Peace Corps January 1996 - June 1998
NationsBank June 1996 - December 1996
First Investors Corporation July 1994 - June 1996
Delta Sigma Pi 1992 - 1994
Skills
Finance, Investments, Cash Management, Risk Management, Financial Analysis, Banking, Corporate Finance, Business Strategy, Credit, Business Development, Strategic Planning, Trading, Relationship Management, Credit Risk, Portfolio Management, Financial Services
Education
State University of New York at Buffalo - School of Management 1999 — 2003
Masters, Business Administration
Centro Bilingue, Cuernavaca, Mexico 1993 — 1993
Spanish Literature and Conversation
Brad Stuckey's First Investors Corporation Experience January 2010 - May 2010
Job Vice President at Bank of Prairie Village
Industry Banking
Experience
Bank of Prairie Village February 2015 - Present
Bank of Prairie Village January 2014 - February 2015
Bank of Prairie Village November 2012 - January 2014
Bank of Prairie Village June 2011 - November 2012
First Investors Corporation January 2010 - May 2010
James E. Bashaw & Co. May 2007 - August 2007
Skills
Finance, Credit, Financial Analysis, Banking, New Business Development, Commercial Lending, Commercial Banking, Customer Service, Credit Analysis, Private Banking, Small Business Lending, Loans, Underwriting
Education
University of Kansas 2007 — 2011
Bachelor's Degree, Finance
Bank of Prairie Village February 2015 - Present
Bank of Prairie Village January 2014 - February 2015
Bank of Prairie Village November 2012 - January 2014
Bank of Prairie Village June 2011 - November 2012
First Investors Corporation January 2010 - May 2010
James E. Bashaw & Co. May 2007 - August 2007
Skills
Finance, Credit, Financial Analysis, Banking, New Business Development, Commercial Lending, Commercial Banking, Customer Service, Credit Analysis, Private Banking, Small Business Lending, Loans, Underwriting
Education
University of Kansas 2007 — 2011
Bachelor's Degree, Finance
Dominic Sacco Dominic Sacco's First Investors Corporation Experience November 2009 - June 2010
Job at Broadway Iron and Metal
Industry Financial Services
Experience
Broadway Iron and Metal June 2010 - Present
First Investors Corporation November 2009 - June 2010
Education
The Ohio State University Fisher College of Business 2005 — 2009
B.S., Marketing, Economics Minor
Broadway Iron and Metal June 2010 - Present
First Investors Corporation November 2009 - June 2010
Education
The Ohio State University Fisher College of Business 2005 — 2009
B.S., Marketing, Economics Minor
Eric Russell, CIA, CGAP,CGMS Eric Russell, CIA, CGAP,CGMS's First Investors Corporation Experience 2008 - 2010
Job Manager, Crowe Horwath LLP
Industry Public Policy
Experience
John Glenn School of Public Affairs Alumni Board of Advisors 2011 - Present
Crowe Horwath LLP July 2008 - Present
The Ohio State University March 2010 - June 2011
First Investors Corporation 2008 - 2010
City of Columbus September 2007 - May 2008
The Ohio State University September 2006 - June 2007
Metro Nashville Finance Dept - Office of Management and Budget 2005 - 2007
Nashville Sounds 2001 - 2007
Nashville Sounds Baseball Club 1999 - 2007
Stetson University August 2005 - May 2006
Skills
Compliance, Accounting, Fund Accounting, Training Delivery, Federal Grants..., Public Policy, Public Sector Financial..., Public Budgeting, Risk Assessment, Forecasting, Local Government, Procurement, Internal Audit, Auditing, Financial Reporting, Financial Audits, Performance Auditing, Policy Analysis, Policy, Government, Internal Controls, Energy, Financial Analysis, Budgets, Project Planning, Grants, Management, Strategy, Finance, Research, Analysis, Human Resources
Education
The Ohio State University 2006 — 2008
Master of Public Administration, Public Budgeting, Strategic Management, Economics
Stetson University 2002 — 2006
Bachelor of Business Administration, Economics, Finance, Management
Hume-Fogg Academic High School 1998 — 2002
John Glenn School of Public Affairs Alumni Board of Advisors 2011 - Present
Crowe Horwath LLP July 2008 - Present
The Ohio State University March 2010 - June 2011
First Investors Corporation 2008 - 2010
City of Columbus September 2007 - May 2008
The Ohio State University September 2006 - June 2007
Metro Nashville Finance Dept - Office of Management and Budget 2005 - 2007
Nashville Sounds 2001 - 2007
Nashville Sounds Baseball Club 1999 - 2007
Stetson University August 2005 - May 2006
Skills
Compliance, Accounting, Fund Accounting, Training Delivery, Federal Grants..., Public Policy, Public Sector Financial..., Public Budgeting, Risk Assessment, Forecasting, Local Government, Procurement, Internal Audit, Auditing, Financial Reporting, Financial Audits, Performance Auditing, Policy Analysis, Policy, Government, Internal Controls, Energy, Financial Analysis, Budgets, Project Planning, Grants, Management, Strategy, Finance, Research, Analysis, Human Resources
Education
The Ohio State University 2006 — 2008
Master of Public Administration, Public Budgeting, Strategic Management, Economics
Stetson University 2002 — 2006
Bachelor of Business Administration, Economics, Finance, Management
Hume-Fogg Academic High School 1998 — 2002
Ben Griffith, CFP Ben Griffith, CFP's First Investors Corporation Experience October 1985 - August 2010
Job Independent Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc. August 2010 - Present
First Investors Corporation October 1985 - August 2010
Education
The American College 1996 — 1999
CFP, Financial Planning
Raymond James Financial Services, Inc. August 2010 - Present
First Investors Corporation October 1985 - August 2010
Education
The American College 1996 — 1999
CFP, Financial Planning
Jeremy Lamb Jeremy Lamb's First Investors Corporation Experience December 2001 - March 2003
Job RTE Fresh Soup Operations Lead
Industry Consumer Goods
Experience
Campbell Soup February 2012 - Present
Campbell Soup Company June 2011 - February 2013
Campbell Soup Company February 2008 - June 2010
Campbell Soup Company June 2006 - February 2008
Bell Helicopter November 2005 - June 2006
HCA April 2005 - August 2005
Guaranty Bank March 2003 - August 2004
First Investors Corporation December 2001 - March 2003
Applebee's December 1994 - July 1997
Skills
Training, Cross-functional Team..., Leadership, Team Leadership, Analysis, Strategy, Change Management, CRM, Food Industry, P&L Management, Continuous Improvement, Contract Negotiation, Budgets, Consumer Products, Forecasting, Management, Marketing, Sales, Supply Chain
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2006
MBA, Master of Supply Chain
University of Texas at Arlington 1999 — 2001
BBA, Bachelor of Business Administration, Finance
Campbell Soup February 2012 - Present
Campbell Soup Company June 2011 - February 2013
Campbell Soup Company February 2008 - June 2010
Campbell Soup Company June 2006 - February 2008
Bell Helicopter November 2005 - June 2006
HCA April 2005 - August 2005
Guaranty Bank March 2003 - August 2004
First Investors Corporation December 2001 - March 2003
Applebee's December 1994 - July 1997
Skills
Training, Cross-functional Team..., Leadership, Team Leadership, Analysis, Strategy, Change Management, CRM, Food Industry, P&L Management, Continuous Improvement, Contract Negotiation, Budgets, Consumer Products, Forecasting, Management, Marketing, Sales, Supply Chain
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2006
MBA, Master of Supply Chain
University of Texas at Arlington 1999 — 2001
BBA, Bachelor of Business Administration, Finance
Amanda Berger Amanda Berger's First Investors Corporation Experience July 2009 - January 2010
Job Communications Professional – Strategy | Writing | Social Media | Marketing
Industry Public Relations and Communications
Experience
Westerville Area Chamber of Commerce July 2015 - Present
Thirty-One Gifts January 2013 - December 2014
Arkadin February 2010 - January 2013
First Investors Corporation July 2009 - January 2010
The Ohio State University September 2007 - July 2009
MurphyEpson June 2008 - June 2009
Brighter Minds Media January 2008 - June 2008
Skills
Public Relations, Customer Service, Interpersonal..., Financial Services, Salesforce.com, Social Media, Microsoft Office, Social Media Marketing, Editing, Event Planning, Account Management, Microsoft Excel, Microsoft Word, Marketing Communications, PowerPoint, Strategic Communications, Outlook, Telephone Skills, Photoshop, Email Marketing, Email Management, CMS, Email Marketing Software
Education
The Ohio State University
Bachelor of Arts, Strategic Communication, Business
Westerville Area Chamber of Commerce July 2015 - Present
Thirty-One Gifts January 2013 - December 2014
Arkadin February 2010 - January 2013
First Investors Corporation July 2009 - January 2010
The Ohio State University September 2007 - July 2009
MurphyEpson June 2008 - June 2009
Brighter Minds Media January 2008 - June 2008
Skills
Public Relations, Customer Service, Interpersonal..., Financial Services, Salesforce.com, Social Media, Microsoft Office, Social Media Marketing, Editing, Event Planning, Account Management, Microsoft Excel, Microsoft Word, Marketing Communications, PowerPoint, Strategic Communications, Outlook, Telephone Skills, Photoshop, Email Marketing, Email Management, CMS, Email Marketing Software
Education
The Ohio State University
Bachelor of Arts, Strategic Communication, Business
Yaroslav (Jerry) Fentsor Yaroslav (Jerry) Fentsor's First Investors Corporation Experience June 2011 - August 2011
Job Analyst at RCB Fund Services
Industry Financial Services
Experience
RCB Fund Services March 2014 - Present
BNY Mellon July 2012 - November 2013
First Investors Corporation June 2011 - August 2011
Skills
Investments, Equities, Finance
Education
State University of New York at Buffalo - School of Management 2010 — 2012
Bachelor of Business Administration (BBA), Financial Analysis
RCB Fund Services March 2014 - Present
BNY Mellon July 2012 - November 2013
First Investors Corporation June 2011 - August 2011
Skills
Investments, Equities, Finance
Education
State University of New York at Buffalo - School of Management 2010 — 2012
Bachelor of Business Administration (BBA), Financial Analysis
Melissa Mosher DiPierro, AIF® Melissa Mosher DiPierro, AIF®'s First Investors Corporation Experience June 2000 - May 2002
Job
Industry Financial Services
Experience
AMG Funds January 2014 - Present
AMG Funds November 2012 - December 2013
Clark Capital Management Group December 2009 - November 2012
Brinker Capital January 2007 - October 2008
Brinker Capital April 2005 - December 2006
Sage Financial Group August 2004 - April 2005
AM&M Financial Services, Inc June 2002 - August 2004
First Investors Corporation June 2000 - May 2002
Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Securities, Financial Services, Retirement, Finance, Investment Advisory, Financial Advisory, Retirement Planning, Relationship Management, Wealth Management, Series 63, Asset Management, Portfolio Management, ETFs, Series 6, Uniform Combined State..., Pensions, Series 66, Asset Managment, Series 24
Education
State University of New York College at Geneseo 1996 — 2000
BA
Spencerport High School
AMG Funds January 2014 - Present
AMG Funds November 2012 - December 2013
Clark Capital Management Group December 2009 - November 2012
Brinker Capital January 2007 - October 2008
Brinker Capital April 2005 - December 2006
Sage Financial Group August 2004 - April 2005
AM&M Financial Services, Inc June 2002 - August 2004
First Investors Corporation June 2000 - May 2002
Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Securities, Financial Services, Retirement, Finance, Investment Advisory, Financial Advisory, Retirement Planning, Relationship Management, Wealth Management, Series 63, Asset Management, Portfolio Management, ETFs, Series 6, Uniform Combined State..., Pensions, Series 66, Asset Managment, Series 24
Education
State University of New York College at Geneseo 1996 — 2000
BA
Spencerport High School
Gerald Ogbonna, MBA Gerald Ogbonna, MBA's First Investors Corporation Experience March 2011 - May 2011
Job Operations Specialist
Industry Financial Services
Experience
LPL Financial March 2015 - Present
Haver Analytics November 2014 - March 2015
International Association of HealthCare Professionals January 2013 - April 2013
Morstan General Agency September 2011 - October 2012
First Investors Corporation March 2011 - May 2011
St. John's University August 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Access, Research, Social Media, Event Planning, Financial Analysis, Customer Service, Outlook, Facebook, Marketing, Sales, Social Networking, Market Research, Social Media Marketing, Healthcare, Public Relations, Advertising, Fundraising, Event Management, Budgets, Strategic Planning, Online Marketing, Marketing Communications, Marketing Strategy, Finance, Team Building, Community Outreach, Marketing Research, Nonprofits, Project Management, Entrepreneurship, Management, Analysis, Leadership, Time Management, Data Analysis, Teamwork
Education
Hofstra University 2011 — 2013
Master of Business Administration (M.B.A.), International Business
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
BS, Economics
LPL Financial March 2015 - Present
Haver Analytics November 2014 - March 2015
International Association of HealthCare Professionals January 2013 - April 2013
Morstan General Agency September 2011 - October 2012
First Investors Corporation March 2011 - May 2011
St. John's University August 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Access, Research, Social Media, Event Planning, Financial Analysis, Customer Service, Outlook, Facebook, Marketing, Sales, Social Networking, Market Research, Social Media Marketing, Healthcare, Public Relations, Advertising, Fundraising, Event Management, Budgets, Strategic Planning, Online Marketing, Marketing Communications, Marketing Strategy, Finance, Team Building, Community Outreach, Marketing Research, Nonprofits, Project Management, Entrepreneurship, Management, Analysis, Leadership, Time Management, Data Analysis, Teamwork
Education
Hofstra University 2011 — 2013
Master of Business Administration (M.B.A.), International Business
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
BS, Economics
Scarlet Poon's First Investors Corporation Experience June 2010 - August 2010
Job Auditor at USDA
Industry Accounting
Experience
USDA June 2015 - Present
Wegmans Food Markets July 2012 - August 2015
BNY Mellon April 2014 - May 2015
BNY Mellon October 2012 - April 2014
Wegmans Food Markets June 2005 - December 2012
First Investors Corporation June 2010 - August 2010
Skills
Accounting, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Master of Science, Accounting
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science, Accounting CPA, Finance
USDA June 2015 - Present
Wegmans Food Markets July 2012 - August 2015
BNY Mellon April 2014 - May 2015
BNY Mellon October 2012 - April 2014
Wegmans Food Markets June 2005 - December 2012
First Investors Corporation June 2010 - August 2010
Skills
Accounting, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Master of Science, Accounting
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science, Accounting CPA, Finance
keith horan keith horan's First Investors Corporation Experience August 1986 - October 1987
Job Portfolio Sales ExecutiveLarge Strategic Accounts at Burroughs, Inc.
Industry Information Technology and Services
Experience
Burroughs, Inc. January 2012 - Present
Burroughs Payment Systems May 2010 - Present
Unisys Corporation September 2007 - May 2010
Unisys Corporation January 2000 - September 2007
UNISYS CORPORATION January 1999 - January 2000
UNISYS CORPORATION July 1989 - December 1998
UNISYS CORPORATION October 1987 - July 1989
First Investors Corporation August 1986 - October 1987
Skills
Account Management, Customer Relations, Consultative Selling, Customer Satisfaction, Negotiation, Sales Management, New Business Development, Customer Service, Selling, Forecasting, Microsoft Office, Problem Solving, Word, Salesforce.com, Excel, Outlook, Microsoft Excel, Solution Selling, Vendor Management, Market Research, Management, Program Management, Product Management, Team Leadership, Direct Sales, Sales Process, Sales, Strategic Planning, Business Development, Leadership, Strategy, CRM, Training, Marketing, Process Improvement, Operations Management, Team Building, Security, Business Analysis, Key Account Management, Cross-functional Team..., Outsourcing, Strategic Partnerships, Consulting, Customer Retention, SaaS, Contract Negotiation, Sales Presentations, Microsoft Word, Channel Partners
Education
St. John Fisher College 1985 — 1987
MBA, concentration Finance
St. John Fisher College 1981 — 1985
B.S, Management; Marketing
Burroughs, Inc. January 2012 - Present
Burroughs Payment Systems May 2010 - Present
Unisys Corporation September 2007 - May 2010
Unisys Corporation January 2000 - September 2007
UNISYS CORPORATION January 1999 - January 2000
UNISYS CORPORATION July 1989 - December 1998
UNISYS CORPORATION October 1987 - July 1989
First Investors Corporation August 1986 - October 1987
Skills
Account Management, Customer Relations, Consultative Selling, Customer Satisfaction, Negotiation, Sales Management, New Business Development, Customer Service, Selling, Forecasting, Microsoft Office, Problem Solving, Word, Salesforce.com, Excel, Outlook, Microsoft Excel, Solution Selling, Vendor Management, Market Research, Management, Program Management, Product Management, Team Leadership, Direct Sales, Sales Process, Sales, Strategic Planning, Business Development, Leadership, Strategy, CRM, Training, Marketing, Process Improvement, Operations Management, Team Building, Security, Business Analysis, Key Account Management, Cross-functional Team..., Outsourcing, Strategic Partnerships, Consulting, Customer Retention, SaaS, Contract Negotiation, Sales Presentations, Microsoft Word, Channel Partners
Education
St. John Fisher College 1985 — 1987
MBA, concentration Finance
St. John Fisher College 1981 — 1985
B.S, Management; Marketing
Andrew Martz's First Investors Corporation Experience September 2007 - March 2008
Job Private Client Advisor at J.P. Morgan
Industry Financial Services
Experience
JP Morgan Chase Bank N.A August 2012 - Present
Chase Investment Services Corp May 2008 - September 2012
First Investors Corporation September 2007 - March 2008
Laidlaw & Co. LTD February 2006 - April 2007
Becton Dickinson 2004 - 2005
Skills
Risk Management, Finance, Portfolio Management, Financial Analysis, Series 7, Equities, Business Analysis, Financial Modeling, Investments, Financial Services, Project Management, Data Analysis, Program Management, Analysis, Process Improvement, Strategic Financial..., Asset Managment, Bloomberg, Microsoft Excel, Microsoft Office, Six Sigma, Business Development
Education
Stevens Institute of Technology 2002 — 2006
BS, Business and Technology
JP Morgan Chase Bank N.A August 2012 - Present
Chase Investment Services Corp May 2008 - September 2012
First Investors Corporation September 2007 - March 2008
Laidlaw & Co. LTD February 2006 - April 2007
Becton Dickinson 2004 - 2005
Skills
Risk Management, Finance, Portfolio Management, Financial Analysis, Series 7, Equities, Business Analysis, Financial Modeling, Investments, Financial Services, Project Management, Data Analysis, Program Management, Analysis, Process Improvement, Strategic Financial..., Asset Managment, Bloomberg, Microsoft Excel, Microsoft Office, Six Sigma, Business Development
Education
Stevens Institute of Technology 2002 — 2006
BS, Business and Technology
Colin Fiske Colin Fiske's First Investors Corporation Experience February 2008 - August 2008
Job Technical Account Manager at Bloomberg LP
Industry Information Technology and Services
Experience
Bloomberg, Enterprise Content & Distribution July 2014 - Present
Bloomberg, Enterprise Content & Distribution May 2013 - July 2014
Bloomberg, Enterprise Products & Solutions January 2011 - May 2013
Global Enterprise Technology Program, Syracuse University March 2010 - December 2010
Bloomberg, Enterprise Products & Solutions June 2010 - September 2010
iConsult, Syracuse University October 2009 - March 2010
SUNY Empire State College September 2008 - September 2009
First Investors Corporation February 2008 - August 2008
Education
Syracuse University 2009 — 2011
Master of Science (M.S.), Information Management
Syracuse University 2009 — 2011
Certificate of Advanced Study, Information Systems and Telecommunications Management
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Arts, Economics
Bloomberg, Enterprise Content & Distribution July 2014 - Present
Bloomberg, Enterprise Content & Distribution May 2013 - July 2014
Bloomberg, Enterprise Products & Solutions January 2011 - May 2013
Global Enterprise Technology Program, Syracuse University March 2010 - December 2010
Bloomberg, Enterprise Products & Solutions June 2010 - September 2010
iConsult, Syracuse University October 2009 - March 2010
SUNY Empire State College September 2008 - September 2009
First Investors Corporation February 2008 - August 2008
Education
Syracuse University 2009 — 2011
Master of Science (M.S.), Information Management
Syracuse University 2009 — 2011
Certificate of Advanced Study, Information Systems and Telecommunications Management
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Arts, Economics
Aldo Barbaglia, CFP® Aldo Barbaglia, CFP®'s First Investors Corporation Experience March 1981 - June 1981
Job Retired Financial Service Wholesaler at Retired Financial Service Executive
Industry Investment Management
Experience
after 42 year financial service career September 2011 - Present
MFS Fund Distributors January 2010 - September 2011
MFS Fund Distributors June 1981 - September 2011
MFS Investment Management June 1981 - September 2011
First Investors Corporation March 1981 - June 1981
Berkshire Equity Sales 1977 - 1981
Lincoln Financial Group/LNC Equity Sales 1974 - 1977
Putnam Investments 1970 - 1974
Putnam Investments October 1969 - October 1970
Skills
Mutual Funds, Annuities, Series 63, 401k, Series 7, Retirement Planning, Wealth Management, Asset Management, Investments, Series 24, Financial Planning, Separately Managed..., Asset Allocation, Investment Products, Executive Management, IRA's, Wholesaling, 63 Licensed, Separate Accounts, Series 6, Investment Management, Asset Managment, FINRA, Series 65, Alternative Investments, Investment Strategies, Investment Advisory, IRAs, Strategic Financial..., Uniform Combined State..., Financial Services, Securities, Financial Advisory, Hedge Funds, 63 Licenses, Wealth Management..., Fixed Annuities, ETFs, Retirement, Equities, Wholesale, Pensions, Retirement Plan..., Variable Annuities, Defined Benefit, Fixed Income, Wealth, Portfolio Management
Education
Stonehill College 1964 — 1969
AB, Economics
Catholic Memorial 1960 — 1964
High school graduate
after 42 year financial service career September 2011 - Present
MFS Fund Distributors January 2010 - September 2011
MFS Fund Distributors June 1981 - September 2011
MFS Investment Management June 1981 - September 2011
First Investors Corporation March 1981 - June 1981
Berkshire Equity Sales 1977 - 1981
Lincoln Financial Group/LNC Equity Sales 1974 - 1977
Putnam Investments 1970 - 1974
Putnam Investments October 1969 - October 1970
Skills
Mutual Funds, Annuities, Series 63, 401k, Series 7, Retirement Planning, Wealth Management, Asset Management, Investments, Series 24, Financial Planning, Separately Managed..., Asset Allocation, Investment Products, Executive Management, IRA's, Wholesaling, 63 Licensed, Separate Accounts, Series 6, Investment Management, Asset Managment, FINRA, Series 65, Alternative Investments, Investment Strategies, Investment Advisory, IRAs, Strategic Financial..., Uniform Combined State..., Financial Services, Securities, Financial Advisory, Hedge Funds, 63 Licenses, Wealth Management..., Fixed Annuities, ETFs, Retirement, Equities, Wholesale, Pensions, Retirement Plan..., Variable Annuities, Defined Benefit, Fixed Income, Wealth, Portfolio Management
Education
Stonehill College 1964 — 1969
AB, Economics
Catholic Memorial 1960 — 1964
High school graduate
Erin Landis Erin Landis's First Investors Corporation Experience April 1998 - March 2001
Job Partner at Moxie Property Management
Industry Real Estate
Experience
Moxie Property Management December 2014 - Present
Red Team Property Management November 2012 - November 2014
Specialized Property Management, Inc. February 2003 - August 2011
Admiral Linen & Uniform November 2001 - November 2002
First Investors Corporation April 1998 - March 2001
Skills
Residential Homes, Single Family Homes, Investment Properties, Rentals, Condos, Management, Property Management, Leases, Real Estate, Team Building, Sellers, Accounting, Customer Service, Selling, Contract Negotiation, Microsoft Office, Real Estate Transactions, Sales, Negotiation, Marketing
Education
University of North Texas 2007 — 2009
Accounting
The University of Texas at Arlington
BA, Interdisciplinary Studies
Moxie Property Management December 2014 - Present
Red Team Property Management November 2012 - November 2014
Specialized Property Management, Inc. February 2003 - August 2011
Admiral Linen & Uniform November 2001 - November 2002
First Investors Corporation April 1998 - March 2001
Skills
Residential Homes, Single Family Homes, Investment Properties, Rentals, Condos, Management, Property Management, Leases, Real Estate, Team Building, Sellers, Accounting, Customer Service, Selling, Contract Negotiation, Microsoft Office, Real Estate Transactions, Sales, Negotiation, Marketing
Education
University of North Texas 2007 — 2009
Accounting
The University of Texas at Arlington
BA, Interdisciplinary Studies
Jan Christine Echiverri Jan Christine Echiverri's First Investors Corporation Experience June 2008 - August 2008
Job Student at Stony Brook University
Industry Financial Services
Experience
Stony Brook University August 2006 - August 2010
Hawthorne Capital Corporation June 2009 - July 2009
First Investors Corporation June 2008 - August 2008
Education
Stony Brook University 2006 — 2009
Stony Brook University August 2006 - August 2010
Hawthorne Capital Corporation June 2009 - July 2009
First Investors Corporation June 2008 - August 2008
Education
Stony Brook University 2006 — 2009
Andrew Altsman's First Investors Corporation Experience May 2006 - April 2009
Job Commercial Credit Implementation Consultant at SunGard Financial
Industry Banking
Experience
SunGard Financial Systems December 2014 - Present
Firestone Financial December 2012 - December 2014
First Trade Union Bank July 2012 - December 2012
First Trade Union Bank January 2012 - July 2012
MyCom Federal Credit Union April 2009 - December 2011
First Investors Corporation May 2006 - April 2009
Skills
Mass Credit Union..., RMA Commercial Credit..., Microsoft Excel, Banking, Credit, Customer Service, Loans, Credit Analysis, Risk Management, Financial Risk, Commercial Lending, Financial Analysis, Management, Mortgage Lending, Underwriting, Cash Flow, Small Business Lending, Credit Risk, Portfolio Management, Commercial Banking, Finance, Relationship Management
Education
Southern New Hampshire University 2002 — 2006
Bachelors Degree, Economics and Finance
SunGard Financial Systems December 2014 - Present
Firestone Financial December 2012 - December 2014
First Trade Union Bank July 2012 - December 2012
First Trade Union Bank January 2012 - July 2012
MyCom Federal Credit Union April 2009 - December 2011
First Investors Corporation May 2006 - April 2009
Skills
Mass Credit Union..., RMA Commercial Credit..., Microsoft Excel, Banking, Credit, Customer Service, Loans, Credit Analysis, Risk Management, Financial Risk, Commercial Lending, Financial Analysis, Management, Mortgage Lending, Underwriting, Cash Flow, Small Business Lending, Credit Risk, Portfolio Management, Commercial Banking, Finance, Relationship Management
Education
Southern New Hampshire University 2002 — 2006
Bachelors Degree, Economics and Finance
Lisa DiPaolo Lisa DiPaolo's First Investors Corporation Experience June 1987 - May 2001
Job Broker Associate with Realty Executives of St Louis
Industry Real Estate
Experience
Realty Executives of St Louis May 2003 - Present
First Investors Corporation June 1987 - May 2001
Education
The Ohio State University 1984 — 1987
BA, Psychology
Realty Executives of St Louis May 2003 - Present
First Investors Corporation June 1987 - May 2001
Education
The Ohio State University 1984 — 1987
BA, Psychology
Beth Nespeca Beth Nespeca's First Investors Corporation Experience August 2002 - January 2003
Job
Industry Hospitality
Experience
Hilton Grand Vacations April 2015 - Present
Hilton Grand Vacations August 2012 - Present
C-Suite Analytics June 2012 - August 2012
Wyndham Vacation Ownership January 2008 - November 2011
Wyndham Vacation Ownership October 2005 - January 2008
Wyndham Vacation Ownership February 2004 - October 2005
First Investors Corporation August 2002 - January 2003
Walt Disney World August 2000 - January 2001
Skills
Lean Six Sigma, Microsoft Office 2007, Hyperion, SFDC - administrator..., Six Sigma, Budgets, Lean Manufacturing, Hospitality, Strategic Planning, Revenue Analysis, SFDC, Hyperion Enterprise, Forecasting, Leadership, Resorts, Sales Management, Customer Satisfaction, Training, Tourism, CRM, Sales, New Business Development, Management, Direct Sales, Cross-functional Team..., Call Centers, Customer Retention, Marketing Management, Sales Presentations, Time Management
Education
State University of New York College at Geneseo 1997 — 2002
Bachelors of Science, Business Administration
Webster
Hilton Grand Vacations April 2015 - Present
Hilton Grand Vacations August 2012 - Present
C-Suite Analytics June 2012 - August 2012
Wyndham Vacation Ownership January 2008 - November 2011
Wyndham Vacation Ownership October 2005 - January 2008
Wyndham Vacation Ownership February 2004 - October 2005
First Investors Corporation August 2002 - January 2003
Walt Disney World August 2000 - January 2001
Skills
Lean Six Sigma, Microsoft Office 2007, Hyperion, SFDC - administrator..., Six Sigma, Budgets, Lean Manufacturing, Hospitality, Strategic Planning, Revenue Analysis, SFDC, Hyperion Enterprise, Forecasting, Leadership, Resorts, Sales Management, Customer Satisfaction, Training, Tourism, CRM, Sales, New Business Development, Management, Direct Sales, Cross-functional Team..., Call Centers, Customer Retention, Marketing Management, Sales Presentations, Time Management
Education
State University of New York College at Geneseo 1997 — 2002
Bachelors of Science, Business Administration
Webster
Stefan Clayton's First Investors Corporation Experience September 2009 - October 2013
Job Offshore E&P Agent at NordSud Shipping, Inc.
Industry Maritime
Experience
Nord-Sud Shipping, Inc. October 2013 - Present
First Investors Corporation September 2009 - October 2013
Skills
Offshore Operations, Shipping, Maritime Operations, Vessel Operations, Dynamic Positioning, Offshore Drilling, Freight, Oil & Gas, Vessels, Energy, Supervisory Skills, Onshore, Inspection, Pressure Vessels, Marine Industry, Maritime, Sailing, Ports, Logistics, Gas
Education
The University of Southern Mississippi 2004 — 2009
Bachelor of Science (BS), Financial Planning and Services
St. Stanislaus College Prep 1997 — 2004
High School Diploma
Nord-Sud Shipping, Inc. October 2013 - Present
First Investors Corporation September 2009 - October 2013
Skills
Offshore Operations, Shipping, Maritime Operations, Vessel Operations, Dynamic Positioning, Offshore Drilling, Freight, Oil & Gas, Vessels, Energy, Supervisory Skills, Onshore, Inspection, Pressure Vessels, Marine Industry, Maritime, Sailing, Ports, Logistics, Gas
Education
The University of Southern Mississippi 2004 — 2009
Bachelor of Science (BS), Financial Planning and Services
St. Stanislaus College Prep 1997 — 2004
High School Diploma
Gregory Hirtzel Gregory Hirtzel's First Investors Corporation Experience December 2007 - January 2009
Job Marketing Director at Anthony Baldi & Associates
Industry Financial Services
Experience
Anthony Baldi & Associates July 2014 - Present
FedEx Trade Networks December 2011 - July 2014
20/20 Companies November 2010 - December 2011
Campus Labs March 2010 - October 2010
Gap Technologies, Inc. January 2009 - March 2010
First Investors Corporation December 2007 - January 2009
Skills
Public Speaking, Customer Relations, Public Relations, Selling, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Account Management, Strategic Planning, Editing, Budgets, Project Management, Salesforce.com, Cold Calling, Sales, Social Media Marketing, Team Leadership, Leadership, Higher Education, Customer Service, Social Networking, Marketing
Education
State University of New York College at Buffalo 2004 — 2008
Bachelor of Arts, Dual major in Communication and Political Science with a concentration in Marketing/Public Relations
Anthony Baldi & Associates July 2014 - Present
FedEx Trade Networks December 2011 - July 2014
20/20 Companies November 2010 - December 2011
Campus Labs March 2010 - October 2010
Gap Technologies, Inc. January 2009 - March 2010
First Investors Corporation December 2007 - January 2009
Skills
Public Speaking, Customer Relations, Public Relations, Selling, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Account Management, Strategic Planning, Editing, Budgets, Project Management, Salesforce.com, Cold Calling, Sales, Social Media Marketing, Team Leadership, Leadership, Higher Education, Customer Service, Social Networking, Marketing
Education
State University of New York College at Buffalo 2004 — 2008
Bachelor of Arts, Dual major in Communication and Political Science with a concentration in Marketing/Public Relations
Paul Redlingshafer's First Investors Corporation Experience April 2011 - September 2011
Job Account Executive at Freightquote
Industry Transportation/Trucking/Railroad
Experience
Freightquote April 2014 - Present
Ricoh Americas Corporation January 2013 - January 2014
E THE REAL September 2010 - August 2012
First Investors Corporation April 2011 - September 2011
Granada Theater 2008 - 2010
Skills
Marketing Strategy, Management, Account Management, Social Media, Financial Analysis, Marketing, Social Media Marketing, Product Marketing, CRM, Sales, Customer Service, Investments, Logistics, Supply Chain Management, Contract Negotiation, Strategic Financial..., Finance, A/B Testing, CMS Made Simple, Photography, Video Production, Video Editing, Product Management, Project Planning, Business Analysis, Microsoft Office
Education
The University of Kansas 2008 — 2012
Bachelor's degree, Communication Studies Minor in Business
University of Kansas 2007 — 2012
Communication Studies, Business
Freightquote April 2014 - Present
Ricoh Americas Corporation January 2013 - January 2014
E THE REAL September 2010 - August 2012
First Investors Corporation April 2011 - September 2011
Granada Theater 2008 - 2010
Skills
Marketing Strategy, Management, Account Management, Social Media, Financial Analysis, Marketing, Social Media Marketing, Product Marketing, CRM, Sales, Customer Service, Investments, Logistics, Supply Chain Management, Contract Negotiation, Strategic Financial..., Finance, A/B Testing, CMS Made Simple, Photography, Video Production, Video Editing, Product Management, Project Planning, Business Analysis, Microsoft Office
Education
The University of Kansas 2008 — 2012
Bachelor's degree, Communication Studies Minor in Business
University of Kansas 2007 — 2012
Communication Studies, Business
Josiah Campbell Josiah Campbell's First Investors Corporation Experience January 2004 - May 2004
Job Vice President Mortgage Default Operations Readiness
Industry Banking
Experience
Citi August 2015 - Present
Citi March 2012 - Present
Morgan Stanley April 2009 - March 2012
JPMorgan Chase & Co. March 2008 - April 2009
Bear Stearns & Company June 2005 - March 2008
Nationwide Financial May 2004 - May 2005
First Investors Corporation January 2004 - May 2004
Skills
Financial Analysis, Capital Markets, Database Management, Reporting & Analysis, Mortgage Servicing, SQL Server, SSRS, SSIS, Tableau, DBArtisan, Series 6, Series 63, Property & Casualty..., Annuities, SOX, Sybase SQL Anywhere, UNIX Databases, Insurance Planning, Project Portfolio..., Business Analysis, Business Intelligence, Relationship Management, Data Analysis, SQL, Microsoft SQL Server, Process Improvement, Sarbanes-Oxley Act, Project Management, Finance, Loss Mitigation, Mortgage Banking
Education
Texas A&M University 2000 — 2003
Bachelor of Arts, International Studies
Citi August 2015 - Present
Citi March 2012 - Present
Morgan Stanley April 2009 - March 2012
JPMorgan Chase & Co. March 2008 - April 2009
Bear Stearns & Company June 2005 - March 2008
Nationwide Financial May 2004 - May 2005
First Investors Corporation January 2004 - May 2004
Skills
Financial Analysis, Capital Markets, Database Management, Reporting & Analysis, Mortgage Servicing, SQL Server, SSRS, SSIS, Tableau, DBArtisan, Series 6, Series 63, Property & Casualty..., Annuities, SOX, Sybase SQL Anywhere, UNIX Databases, Insurance Planning, Project Portfolio..., Business Analysis, Business Intelligence, Relationship Management, Data Analysis, SQL, Microsoft SQL Server, Process Improvement, Sarbanes-Oxley Act, Project Management, Finance, Loss Mitigation, Mortgage Banking
Education
Texas A&M University 2000 — 2003
Bachelor of Arts, International Studies
Nicholas Cammuso's First Investors Corporation Experience June 2011 - August 2011
Job Audience Manager Consultant at Adobe
Industry Marketing and Advertising
Experience
Adobe March 2015 - Present
adMarketplace April 2014 - March 2015
adMarketplace July 2012 - April 2014
First Investors Corporation June 2011 - August 2011
Skills
Organizational Behavior, International Finance, Strategic Management, B2B Marketing & Sales, Corporate Culture, PPC, Keyword Advertising, Search Advertising, Paid Search Strategy, Data Analysis, Online Advertising
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2012
Bachelor of Science (BS), Finance, Management
Adobe March 2015 - Present
adMarketplace April 2014 - March 2015
adMarketplace July 2012 - April 2014
First Investors Corporation June 2011 - August 2011
Skills
Organizational Behavior, International Finance, Strategic Management, B2B Marketing & Sales, Corporate Culture, PPC, Keyword Advertising, Search Advertising, Paid Search Strategy, Data Analysis, Online Advertising
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2012
Bachelor of Science (BS), Finance, Management
Joni Vickers's First Investors Corporation Experience March 2009 - July 2009
Job Reporting Analyst
Industry Accounting
Experience
McKesson July 2014 - Present
McKesson Provider Technologies 2011 - Present
Logi-Trans Express July 2009 - March 2011
First Investors Corporation March 2009 - July 2009
Skills
Accounting, Microsoft Excel, Finance, Process Improvement, Customer Service, Access, Microsoft Office, SAP, Invoicing, Outlook, Analysis, Auditing, Account Reconciliation, Financial Analysis, Accounts Receivable
Education
The University of Georgia 2004 — 2008
Bachelor of Science, Business Administration; Finance
University of Georgia - Terry College of Business 2004 — 2008
Finance, Finance, General
McKesson July 2014 - Present
McKesson Provider Technologies 2011 - Present
Logi-Trans Express July 2009 - March 2011
First Investors Corporation March 2009 - July 2009
Skills
Accounting, Microsoft Excel, Finance, Process Improvement, Customer Service, Access, Microsoft Office, SAP, Invoicing, Outlook, Analysis, Auditing, Account Reconciliation, Financial Analysis, Accounts Receivable
Education
The University of Georgia 2004 — 2008
Bachelor of Science, Business Administration; Finance
University of Georgia - Terry College of Business 2004 — 2008
Finance, Finance, General
John Matula's First Investors Corporation Experience June 1987 - October 1987
Job Experienced Entrepreneur and former Marine Corps NCO.
Industry Financial Services
Experience
PSP Metal Finishing May 1989 - Present
PSP Insurance Brokerage July 2014 - December 2014
US Bank Home Mortgage August 2011 - July 2014
New York Life Insurance Company April 2002 - August 2003
United States Marine Forces Reserve May 1997 - May 2003
Picker X-Ray / Marconi Medical Systems April 1999 - March 2002
Robert Half Finance & Accounting September 1998 - April 1999
Ferrotherm November 1997 - September 1998
First Investors Corporation June 1987 - October 1987
Skills
Sales, Analysis, Management, Marketing, Business Development, Finance, Business Planning, Relationship Management, Entrepreneurship, Cold Calling, Sales Management, Business Analysis
Education
The University of Akron
PSP Metal Finishing May 1989 - Present
PSP Insurance Brokerage July 2014 - December 2014
US Bank Home Mortgage August 2011 - July 2014
New York Life Insurance Company April 2002 - August 2003
United States Marine Forces Reserve May 1997 - May 2003
Picker X-Ray / Marconi Medical Systems April 1999 - March 2002
Robert Half Finance & Accounting September 1998 - April 1999
Ferrotherm November 1997 - September 1998
First Investors Corporation June 1987 - October 1987
Skills
Sales, Analysis, Management, Marketing, Business Development, Finance, Business Planning, Relationship Management, Entrepreneurship, Cold Calling, Sales Management, Business Analysis
Education
The University of Akron
Shane Turner Shane Turner's First Investors Corporation Experience June 2004 - August 2004
Job Global Marketing @Qualcomm
Industry Marketing and Advertising
Experience
Qualcomm August 2010 - Present
JHG (since acquired by GA Communication Group) April 2008 - August 2010
Huron Consulting Group October 2006 - November 2007
Black & Veatch - Lukens Energy Group June 2005 - June 2006
First Investors Corporation June 2004 - August 2004
Merrill Lynch & Co., Inc. June 2003 - August 2003
Skills
Content Strategy, Community Management, Analytics, Digital Strategy, Mobile Devices, International Marketing, Social Marketing, Public Relations
Education
The University of Texas at Austin 2001 — 2005
BBA
Qualcomm August 2010 - Present
JHG (since acquired by GA Communication Group) April 2008 - August 2010
Huron Consulting Group October 2006 - November 2007
Black & Veatch - Lukens Energy Group June 2005 - June 2006
First Investors Corporation June 2004 - August 2004
Merrill Lynch & Co., Inc. June 2003 - August 2003
Skills
Content Strategy, Community Management, Analytics, Digital Strategy, Mobile Devices, International Marketing, Social Marketing, Public Relations
Education
The University of Texas at Austin 2001 — 2005
BBA
Michael Faddoul Michael Faddoul's First Investors Corporation Experience May 2009 - August 2009
Job IT Auditor
Industry Accounting
Experience
Highmark November 2012 - Present
KPMG US January 2012 - November 2012
Bank of America December 2011 - January 2012
LENDER PROCESSING SERVICES September 2010 - January 2012
Lender Processing Services, Inc. (LPS) August 2010 - January 2012
First Investors Corporation May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Financial Risk, Credit Risk, Mortgage Servicing, PowerPoint
Education
University of Pittsburgh 2014 — 2017
MSIS, Big Data
SLIPPERY ROCK UNIVERSITYSlippery 2006 — 2010
Bachelor of Science, Business Administration
Slippery Rock University of Pennsylvania 2006 — 2010
Bachelor of Science in Business Administration, Finance and Economics
University of Pittsburgh
University of Pittsburgh
University of Pittsburgh
University of Pittsburgh
University of Pittsburgh
Highmark November 2012 - Present
KPMG US January 2012 - November 2012
Bank of America December 2011 - January 2012
LENDER PROCESSING SERVICES September 2010 - January 2012
Lender Processing Services, Inc. (LPS) August 2010 - January 2012
First Investors Corporation May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Financial Risk, Credit Risk, Mortgage Servicing, PowerPoint
Education
University of Pittsburgh 2014 — 2017
MSIS, Big Data
SLIPPERY ROCK UNIVERSITYSlippery 2006 — 2010
Bachelor of Science, Business Administration
Slippery Rock University of Pennsylvania 2006 — 2010
Bachelor of Science in Business Administration, Finance and Economics
University of Pittsburgh
University of Pittsburgh
University of Pittsburgh
University of Pittsburgh
University of Pittsburgh
M. Christian Eagleston M. Christian Eagleston's First Investors Corporation Experience December 2007 - May 2008
Job Learning & Organizational Development Specialist at CenterPoint Energy
Industry Professional Training & Coaching
Experience
CenterPoint Energy April 2015 - Present
Weatherford April 2014 - February 2015
Insperity May 2013 - April 2014
Insperity December 2010 - May 2013
Insperity July 2008 - December 2010
First Investors Corporation December 2007 - May 2008
Skills
Sourcing, Applicant Tracking..., Recruiting, Human Resources, Employee Orientations, Training Facilitation, Presentations, Employee Benefits, New Hire Orientations, Interviews, Customer Service, Training, Employee Training, Employee Relations, Onboarding, Personnel Management, Organizational..., Strategy, Talent Acquisition, Sales, Talent Management, Training, Performance Management, Strategic Planning, Leadership
Education
Texas A&M University 2015 — 2017
Master of Science (M.S.), Educational Human Resource Development with Specialization in Adult Education
University of Houston 2006 — 2008
Bachelor of Arts (B.A.), Interpersonal Communications & Philosophy
CenterPoint Energy April 2015 - Present
Weatherford April 2014 - February 2015
Insperity May 2013 - April 2014
Insperity December 2010 - May 2013
Insperity July 2008 - December 2010
First Investors Corporation December 2007 - May 2008
Skills
Sourcing, Applicant Tracking..., Recruiting, Human Resources, Employee Orientations, Training Facilitation, Presentations, Employee Benefits, New Hire Orientations, Interviews, Customer Service, Training, Employee Training, Employee Relations, Onboarding, Personnel Management, Organizational..., Strategy, Talent Acquisition, Sales, Talent Management, Training, Performance Management, Strategic Planning, Leadership
Education
Texas A&M University 2015 — 2017
Master of Science (M.S.), Educational Human Resource Development with Specialization in Adult Education
University of Houston 2006 — 2008
Bachelor of Arts (B.A.), Interpersonal Communications & Philosophy
Graham Gerling Graham Gerling's First Investors Corporation Experience 2006 - 2006
Job Data Specialist at Sedgwick
Industry Insurance
Experience
Sedgwick May 2012 - Present
The Hartford January 2007 - May 2012
First Investors Corporation 2006 - 2006
CharterWest Mortgage 2006 - 2006
St. Olaf College 2002 - 2004
Skills
Computer Repair, Computer Hardware, Computer Proficiency, Financial Analysis, FMLA, Leave of Absence..., Customer Service, Employee Benefits, Outlook, Juris, DCS, Lotus Notes, Microsoft Office, Economics, Typing, Minitab, Stock Investor Pro, Windows OS, Investments, Corporate Finance, Management Accounting, Marketing, Statistics, Macroeconomics, Microeconomics, Social Media, Training, Insurance, Windows
Education
St. Olaf College 2002 — 2006
Bachelor of Arts (B.A.), Economics, finance concentration
Grand Rapids High School 1999 — 2002
Sedgwick May 2012 - Present
The Hartford January 2007 - May 2012
First Investors Corporation 2006 - 2006
CharterWest Mortgage 2006 - 2006
St. Olaf College 2002 - 2004
Skills
Computer Repair, Computer Hardware, Computer Proficiency, Financial Analysis, FMLA, Leave of Absence..., Customer Service, Employee Benefits, Outlook, Juris, DCS, Lotus Notes, Microsoft Office, Economics, Typing, Minitab, Stock Investor Pro, Windows OS, Investments, Corporate Finance, Management Accounting, Marketing, Statistics, Macroeconomics, Microeconomics, Social Media, Training, Insurance, Windows
Education
St. Olaf College 2002 — 2006
Bachelor of Arts (B.A.), Economics, finance concentration
Grand Rapids High School 1999 — 2002
Monica M. Zavala Monica M. Zavala's First Investors Corporation Experience December 2013 - April 2015
Job Registered Representative
Industry Financial Services
Experience
First Investors Corporation December 2013 - April 2015
Texas Aggie Corps of Cadets Association February 2011 - December 2013
Corps of Cadets August 2010 - May 2011
Corps of Cadets August 2009 - May 2010
Skills
Event Planning, PowerPoint, Public Speaking, Linguistics, Microsoft Office, Event Coordination, Translation, Word, Excel, Tactical Asset..., Retirement Planning, Customer Service, College Savings Plans, Business Retirement..., Term Life Insurance, Whole Life, Investments, Mutual Funds, 403 b, IRAs, Roth IRA, Simple IRA
Education
Texas A&M University 2007 — 2011
BA, International Studies
ECELA Language School 2010 — 2010
Certificate of Completion, South American Culture/Spanish, A
First Investors Corporation December 2013 - April 2015
Texas Aggie Corps of Cadets Association February 2011 - December 2013
Corps of Cadets August 2010 - May 2011
Corps of Cadets August 2009 - May 2010
Skills
Event Planning, PowerPoint, Public Speaking, Linguistics, Microsoft Office, Event Coordination, Translation, Word, Excel, Tactical Asset..., Retirement Planning, Customer Service, College Savings Plans, Business Retirement..., Term Life Insurance, Whole Life, Investments, Mutual Funds, 403 b, IRAs, Roth IRA, Simple IRA
Education
Texas A&M University 2007 — 2011
BA, International Studies
ECELA Language School 2010 — 2010
Certificate of Completion, South American Culture/Spanish, A
David Sifkarovski David Sifkarovski's First Investors Corporation Experience June 2011 - August 2011
Job Analyst Equity Derivatives
Industry Financial Services
Experience
Citi February 2015 - Present
Citi September 2013 - Present
M&T Bank October 2012 - September 2013
Abercrombie & Fitch May 2012 - November 2012
Raymond James Financial Inc. 2012 - June 2012
First Investors Corporation June 2011 - August 2011
Wegmans Food Markets May 2011 - August 2011
Abercrombie & Fitch December 2007 - August 2011
Monroe Community College September 2008 - February 2009
Skills
Customer Service, Marketing, Sales, Retail, Financial Analysis, Public Speaking, Social Media, Team Leadership, Leadership, Microsoft Office, Strategic Financial..., Management, Financial Reporting, Portfolio Management, Research, Client Relations Skills, Microsoft Excel, Equity Trading, Broker-Dealer, Equities, Financial Modeling, Settlement, Financial Software..., Investment Strategies, Social Networking, Time Management, Investment Management, Recruiting, Organization &..., Marketing Strategy, Finance, Analysis, Social Media Marketing, Strategic Consulting, Commercial Lending, Quantitative Research, Project Management, Facebook, Event Planning, Great Motivator, Qualitative Research, Investments, Budgets, Strategic Planning, Human Resources, Data Analysis, Sales Management, Purchase & Sale...
Education
State University of New York College at Fredonia 2009 — 2012
Bachelor of Science (BS), Finance
Citi February 2015 - Present
Citi September 2013 - Present
M&T Bank October 2012 - September 2013
Abercrombie & Fitch May 2012 - November 2012
Raymond James Financial Inc. 2012 - June 2012
First Investors Corporation June 2011 - August 2011
Wegmans Food Markets May 2011 - August 2011
Abercrombie & Fitch December 2007 - August 2011
Monroe Community College September 2008 - February 2009
Skills
Customer Service, Marketing, Sales, Retail, Financial Analysis, Public Speaking, Social Media, Team Leadership, Leadership, Microsoft Office, Strategic Financial..., Management, Financial Reporting, Portfolio Management, Research, Client Relations Skills, Microsoft Excel, Equity Trading, Broker-Dealer, Equities, Financial Modeling, Settlement, Financial Software..., Investment Strategies, Social Networking, Time Management, Investment Management, Recruiting, Organization &..., Marketing Strategy, Finance, Analysis, Social Media Marketing, Strategic Consulting, Commercial Lending, Quantitative Research, Project Management, Facebook, Event Planning, Great Motivator, Qualitative Research, Investments, Budgets, Strategic Planning, Human Resources, Data Analysis, Sales Management, Purchase & Sale...
Education
State University of New York College at Fredonia 2009 — 2012
Bachelor of Science (BS), Finance
Garrett Schwede's First Investors Corporation Experience May 2007 - May 2008
Job Advisory Sales Executive at Cerner Corporation
Industry Hospital & Health Care
Experience
Cerner Corporation February 2015 - Present
Cerner Corporation May 2012 - February 2015
Cerner Corporation January 2012 - May 2012
Cerner Corporation July 2010 - January 2012
Cerner Corporation 2009 - 2010
Cerner Corporation August 2008 - July 2009
First Investors Corporation May 2007 - May 2008
Midwest Orthopaedics @ Rush April 2006 - September 2006
Skills
Insurance, Databases, Excel, Data Analysis, Healthcare, Analytics, Direct Sales, Training, Microsoft Excel, Process Improvement, Leadership, EMR, Team Leadership, Sales Operations, Account Management, Marketing, Sales, Business Development, Management, Change Management, Strategy, Customer Service, Analysis, Salesforce.com, Troubleshooting, Business Analysis, CRM, Project Management, Program Management, Strategic Planning, Healthcare Information..., Hospitals, Cross-functional Team..., Solution Selling, SaaS, Sales Process, Consulting, Enterprise Software, EHR, New Business Development
Education
The University of Kansas 2004 — 2008
Finance, Minor in Chemistry
Cerner Corporation February 2015 - Present
Cerner Corporation May 2012 - February 2015
Cerner Corporation January 2012 - May 2012
Cerner Corporation July 2010 - January 2012
Cerner Corporation 2009 - 2010
Cerner Corporation August 2008 - July 2009
First Investors Corporation May 2007 - May 2008
Midwest Orthopaedics @ Rush April 2006 - September 2006
Skills
Insurance, Databases, Excel, Data Analysis, Healthcare, Analytics, Direct Sales, Training, Microsoft Excel, Process Improvement, Leadership, EMR, Team Leadership, Sales Operations, Account Management, Marketing, Sales, Business Development, Management, Change Management, Strategy, Customer Service, Analysis, Salesforce.com, Troubleshooting, Business Analysis, CRM, Project Management, Program Management, Strategic Planning, Healthcare Information..., Hospitals, Cross-functional Team..., Solution Selling, SaaS, Sales Process, Consulting, Enterprise Software, EHR, New Business Development
Education
The University of Kansas 2004 — 2008
Finance, Minor in Chemistry
David Neumann's First Investors Corporation Experience June 2011 - August 2011
Job Business Development at LRN
Industry Financial Services
Experience
LRN May 2015 - Present
NYSE August 2012 - April 2015
NYSE Euronext May 2012 - August 2012
First Investors Corporation June 2011 - August 2011
Skills
Capital Markets, Asset Management, Investments, Bloomberg, Trading, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science (B.S.) in Finance, Finance, General
LRN May 2015 - Present
NYSE August 2012 - April 2015
NYSE Euronext May 2012 - August 2012
First Investors Corporation June 2011 - August 2011
Skills
Capital Markets, Asset Management, Investments, Bloomberg, Trading, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science (B.S.) in Finance, Finance, General
JD Moore JD Moore's First Investors Corporation Experience July 2004 - January 2005
Job NGL Marketer
Industry Oil & Energy
Experience
DCP Midstream August 2015 - Present
DCP Midstream October 2013 - August 2015
Texas Tech University 2009 - June 2011
Texas Tech University August 2010 - May 2011
JPMorgan Chase January 2005 - April 2007
First Investors Corporation July 2004 - January 2005
APB Mortgage March 2004 - July 2004
Skills
Financial Planning, Investments, Financial Analysis, Asset Management, Insurance, Strategic Financial..., Asset Managment, Portfolio Management, Bloomberg, Microsoft Excel, Mutual Funds, Risk Management, Equities, Customer Service, Management
Education
Texas Tech University 2008 — 2012
M.S., Personal Financial Planning
Texas Tech University - Rawls College of Business 2007 — 2008
M.B.A., Finance
Southern Methodist University 1999 — 2003
BA, Journalism
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
DCP Midstream August 2015 - Present
DCP Midstream October 2013 - August 2015
Texas Tech University 2009 - June 2011
Texas Tech University August 2010 - May 2011
JPMorgan Chase January 2005 - April 2007
First Investors Corporation July 2004 - January 2005
APB Mortgage March 2004 - July 2004
Skills
Financial Planning, Investments, Financial Analysis, Asset Management, Insurance, Strategic Financial..., Asset Managment, Portfolio Management, Bloomberg, Microsoft Excel, Mutual Funds, Risk Management, Equities, Customer Service, Management
Education
Texas Tech University 2008 — 2012
M.S., Personal Financial Planning
Texas Tech University - Rawls College of Business 2007 — 2008
M.B.A., Finance
Southern Methodist University 1999 — 2003
BA, Journalism
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Troy Willcox Troy Willcox's First Investors Corporation Experience August 2008 - November 2012
Job PT Currency Trader & A.D. at Gateway Church
Industry Investment Management
Experience
Gateway Church February 2013 - Present
First Investors Corporation August 2008 - November 2012
Wells Fargo Financial January 2006 - August 2008
Skills
Currency Exchange, Foreign Currency..., Investments, Financial Services, Asset Allocation, Small Business, Customer Service, Sales, Business Development, Insurance, Business Analysis, Financial Analysis, Microsoft Excel, Options Strategies
Education
Texas A&M University 2000 — 2004
Bachelors, Business - Management of Information Systems
Pantego Christian Academy 1998 — 2000
High School Diploma
Gateway Church February 2013 - Present
First Investors Corporation August 2008 - November 2012
Wells Fargo Financial January 2006 - August 2008
Skills
Currency Exchange, Foreign Currency..., Investments, Financial Services, Asset Allocation, Small Business, Customer Service, Sales, Business Development, Insurance, Business Analysis, Financial Analysis, Microsoft Excel, Options Strategies
Education
Texas A&M University 2000 — 2004
Bachelors, Business - Management of Information Systems
Pantego Christian Academy 1998 — 2000
High School Diploma
Collin Frie Collin Frie's First Investors Corporation Experience January 2011 - March 2011
Job Mortgage Loan Specialist at Capital One
Industry Health, Wellness and Fitness
Experience
Capital One September 2014 - Present
Stericycle February 2014 - Present
Building Block Fitness, LLC March 2013 - February 2014
Wells Fargo Home Mortgage October 2012 - December 2013
U.S. Bank August 2011 - October 2012
First Investors Corporation January 2011 - March 2011
St. Cloud Hospital January 2008 - December 2010
Coborn's Inc. August 2006 - August 2008
Bonanza Steakhouse January 2005 - January 2007
Skills
Retail Banking, Mortgage Servicing, Customer Service, Management, Credit Analysis, Residential Mortgages, Financial Services, Life Insurance, Financial Risk, Teller Operations, Compliance Regulations, Loans, Leadership, Microsoft Excel, Time Management, Accounting, Teamwork, Sales
Education
Saint Cloud State University - G.R. Herberger College of Business 2005 — 2010
Bachelor of Science (B.S.), Finance, General
St. Cloud State University 2005 — 2010
Bachelor of Science (B.S.), Finance, General
Capital One September 2014 - Present
Stericycle February 2014 - Present
Building Block Fitness, LLC March 2013 - February 2014
Wells Fargo Home Mortgage October 2012 - December 2013
U.S. Bank August 2011 - October 2012
First Investors Corporation January 2011 - March 2011
St. Cloud Hospital January 2008 - December 2010
Coborn's Inc. August 2006 - August 2008
Bonanza Steakhouse January 2005 - January 2007
Skills
Retail Banking, Mortgage Servicing, Customer Service, Management, Credit Analysis, Residential Mortgages, Financial Services, Life Insurance, Financial Risk, Teller Operations, Compliance Regulations, Loans, Leadership, Microsoft Excel, Time Management, Accounting, Teamwork, Sales
Education
Saint Cloud State University - G.R. Herberger College of Business 2005 — 2010
Bachelor of Science (B.S.), Finance, General
St. Cloud State University 2005 — 2010
Bachelor of Science (B.S.), Finance, General
Sallie Roberts Sallie Roberts's First Investors Corporation Experience February 2010 - October 2010
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
Saybrus Partners March 2014 - Present
Saybrus Partners October 2010 - March 2014
First Investors Corporation February 2010 - October 2010
Skills
Life Insurance, Insurance, Data Entry, Series 7, Mutual Funds, Long-term Care, Retirement Planning, Investments, Sales, Estate Planning, Marketing, 401k, Wealth Management, Customer Service
Education
University of Georgia - Terry College of Business 2006 — 2009
B.A., Real Estate
The University of Georgia
Saybrus Partners March 2014 - Present
Saybrus Partners October 2010 - March 2014
First Investors Corporation February 2010 - October 2010
Skills
Life Insurance, Insurance, Data Entry, Series 7, Mutual Funds, Long-term Care, Retirement Planning, Investments, Sales, Estate Planning, Marketing, 401k, Wealth Management, Customer Service
Education
University of Georgia - Terry College of Business 2006 — 2009
B.A., Real Estate
The University of Georgia
Paul Lindstrom, MBA Paul Lindstrom, MBA's First Investors Corporation Experience June 2002 - March 2003
Job Sr. Unit Manager Loss Mitigation
Industry Financial Services
Experience
Capital One Auto Finance July 2009 - Present
Senator Promotional Group USA September 2008 - April 2009
Alliance Data November 2007 - September 2008
Chrysler Financial March 2003 - November 2007
First Investors Corporation June 2002 - March 2003
West End Media Group, Inc. January 2000 - June 2002
Kentucky Fried Chicken June 1992 - May 2000
Skills
Coaching, Call Center, Team Building, Customer Service, Process Improvement, Budgets, Sales, Strategic Planning, Leadership, Team Leadership, Operations Management, Customer Satisfaction, Recruiting, Behavioral Interviewing, Hiring Personnel, Training Delivery, Performance Management, Leadership Development, Customer Experience, Business Process..., Financial Services, Relationship Management, Business Analysis, Call Centers, Change Management, Employee Training, Finance, Management, Project Management, Risk Management, Time Management, Training, Banking, Employee Engagement, Loss Mitigation, Team Management, Loan Servicing, Loans, Business Strategy, Six Sigma, Process Management, Employee Relations, Consumer Lending, Teamwork, Portfolio Management
Education
University of Phoenix 2003 — 2006
MBA, Marketing
The University of Texas at Arlington - College of Business 1994 — 2000
BBA, Marketing
Capital One Auto Finance July 2009 - Present
Senator Promotional Group USA September 2008 - April 2009
Alliance Data November 2007 - September 2008
Chrysler Financial March 2003 - November 2007
First Investors Corporation June 2002 - March 2003
West End Media Group, Inc. January 2000 - June 2002
Kentucky Fried Chicken June 1992 - May 2000
Skills
Coaching, Call Center, Team Building, Customer Service, Process Improvement, Budgets, Sales, Strategic Planning, Leadership, Team Leadership, Operations Management, Customer Satisfaction, Recruiting, Behavioral Interviewing, Hiring Personnel, Training Delivery, Performance Management, Leadership Development, Customer Experience, Business Process..., Financial Services, Relationship Management, Business Analysis, Call Centers, Change Management, Employee Training, Finance, Management, Project Management, Risk Management, Time Management, Training, Banking, Employee Engagement, Loss Mitigation, Team Management, Loan Servicing, Loans, Business Strategy, Six Sigma, Process Management, Employee Relations, Consumer Lending, Teamwork, Portfolio Management
Education
University of Phoenix 2003 — 2006
MBA, Marketing
The University of Texas at Arlington - College of Business 1994 — 2000
BBA, Marketing
Sarah Klein Sarah Klein's First Investors Corporation Experience May 2008 - August 2008
Job Financial Analyst II at Turner Broadcasting
Industry Entertainment
Experience
Turner Broadcasting February 2012 - Present
Turner Broadcasting May 2011 - February 2012
Turner Broadcasting February 2010 - May 2011
Zurich Financial Services June 2009 - August 2009
First Investors Corporation May 2008 - August 2008
Skills
Insurance
Education
The University of Georgia 2005 — 2009
BBA-Finance, Finance
Turner Broadcasting February 2012 - Present
Turner Broadcasting May 2011 - February 2012
Turner Broadcasting February 2010 - May 2011
Zurich Financial Services June 2009 - August 2009
First Investors Corporation May 2008 - August 2008
Skills
Insurance
Education
The University of Georgia 2005 — 2009
BBA-Finance, Finance
Steve Cung's First Investors Corporation Experience December 2001 - September 2002
Job AVP Portfolio Analysis at GM Financial
Industry Financial Services
Experience
GM Financial/AmeriCredit October 2006 - Present
Guaranty Bank September 2002 - September 2006
First Investors Corporation December 2001 - September 2002
Skills
Investments, Finance, Portfolio Management, Loans, Credit Analysis, Financial Analysis, Financial Modeling, Risk Management, Credit, Corporate Finance, Banking, Credit Risk, Forecasting
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
MBA
The University of Texas at Arlington 1997 — 2001
BBA, Finance
GM Financial/AmeriCredit October 2006 - Present
Guaranty Bank September 2002 - September 2006
First Investors Corporation December 2001 - September 2002
Skills
Investments, Finance, Portfolio Management, Loans, Credit Analysis, Financial Analysis, Financial Modeling, Risk Management, Credit, Corporate Finance, Banking, Credit Risk, Forecasting
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
MBA
The University of Texas at Arlington 1997 — 2001
BBA, Finance
Gregory Van Deinse's First Investors Corporation Experience May 2008 - July 2008
Job Territory Manager at Oxford Immunotec
Industry Management Consulting
Experience
Oxford Immunotec April 2014 - Present
PwC April 2013 - April 2014
US Navy September 2011 - May 2013
US Navy May 2009 - September 2011
First Investors Corporation May 2008 - July 2008
Skills
Military, Team Leadership, Strategy, Program Management, Analytics, Cross-functional Team..., Data Analysis, Spotfire, Oracle, Teradata, Anti Money Laundering, Salesforce.com, Analysis, Leadership, Strategic Planning, Financial Analysis, Management, Training, Microsoft Excel, Team Building
Education
The Citadel 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Oxford Immunotec April 2014 - Present
PwC April 2013 - April 2014
US Navy September 2011 - May 2013
US Navy May 2009 - September 2011
First Investors Corporation May 2008 - July 2008
Skills
Military, Team Leadership, Strategy, Program Management, Analytics, Cross-functional Team..., Data Analysis, Spotfire, Oracle, Teradata, Anti Money Laundering, Salesforce.com, Analysis, Leadership, Strategic Planning, Financial Analysis, Management, Training, Microsoft Excel, Team Building
Education
The Citadel 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Grant Gooden's First Investors Corporation Experience April 2011 - September 2011
Job Midwest Scrap Management
Industry Accounting
Experience
Midwest Scrap Management Inc December 2014 - Present
Cerner Corporation July 2012 - December 2014
Mariner Holdings January 2012 - June 2012
First Investors Corporation April 2011 - September 2011
Skills
Kepner-Tregoe Problem..., Spanish, QuickBooks, Great Plains Software, PeopleSoft, Revenue Recognition, Variance Analysis, Accounting, Financial Statements, Analysis, Accounts Payable, Financial Analysis, Financial Reporting, Accounts Receivable, Process Improvement, GAAP, Forecasting, Financial Modeling
Education
University of Kansas 2007 — 2011
BS, Accounting
Midwest Scrap Management Inc December 2014 - Present
Cerner Corporation July 2012 - December 2014
Mariner Holdings January 2012 - June 2012
First Investors Corporation April 2011 - September 2011
Skills
Kepner-Tregoe Problem..., Spanish, QuickBooks, Great Plains Software, PeopleSoft, Revenue Recognition, Variance Analysis, Accounting, Financial Statements, Analysis, Accounts Payable, Financial Analysis, Financial Reporting, Accounts Receivable, Process Improvement, GAAP, Forecasting, Financial Modeling
Education
University of Kansas 2007 — 2011
BS, Accounting
Marshall Carlson Marshall Carlson's First Investors Corporation Experience June 2010 - August 2010
Job Financial Analyst at Texas Department of State Health Services
Industry Financial Services
Experience
Texas Department of State Health Services November 2014 - Present
Merrill Lynch September 2012 - April 2014
Merrill Lynch September 2011 - September 2012
Merrill Lynch November 2010 - September 2011
Texas State University June 2010 - August 2011
Waddell & Reed Financial Services November 2010 - May 2011
First Investors Corporation June 2010 - August 2010
Skills
Customer Service, Investments, Series 7, Series 66, Leadership, Financial Analysis, Portfolio Management, Management, Microsoft Excel, Strategic Financial..., Valuation, PowerPoint, Bloomberg, Microsoft Office, Banking, Data Analysis, Access, Microsoft Word, Accounting, Bloomberg Terminal, Finance, Mutual Funds, Financial Modeling, Asset Allocation, Equities, Risk Management, Asset Management, Economics, Equity Research, Fixed Income
Education
Texas State University 2008 — 2012
Bachelor of Business Administration, Finance
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Texas Department of State Health Services November 2014 - Present
Merrill Lynch September 2012 - April 2014
Merrill Lynch September 2011 - September 2012
Merrill Lynch November 2010 - September 2011
Texas State University June 2010 - August 2011
Waddell & Reed Financial Services November 2010 - May 2011
First Investors Corporation June 2010 - August 2010
Skills
Customer Service, Investments, Series 7, Series 66, Leadership, Financial Analysis, Portfolio Management, Management, Microsoft Excel, Strategic Financial..., Valuation, PowerPoint, Bloomberg, Microsoft Office, Banking, Data Analysis, Access, Microsoft Word, Accounting, Bloomberg Terminal, Finance, Mutual Funds, Financial Modeling, Asset Allocation, Equities, Risk Management, Asset Management, Economics, Equity Research, Fixed Income
Education
Texas State University 2008 — 2012
Bachelor of Business Administration, Finance
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Benjamin Samel Benjamin Samel's First Investors Corporation Experience May 1989 - January 1991
Job Sales Director at SCI
Industry Individual & Family Services
Experience
Service Corporation International October 2005 - Present
Service Corporation International November 2001 - October 2005
Service Corporation International July 1998 - November 2001
VANTAGE PRODUCTS July 1995 - July 1998
American Express January 1991 - July 1995
First Investors Corporation May 1989 - January 1991
Education
The University of Southern Mississippi
B.S, Banking and Finance
Service Corporation International October 2005 - Present
Service Corporation International November 2001 - October 2005
Service Corporation International July 1998 - November 2001
VANTAGE PRODUCTS July 1995 - July 1998
American Express January 1991 - July 1995
First Investors Corporation May 1989 - January 1991
Education
The University of Southern Mississippi
B.S, Banking and Finance
Lance Reed's First Investors Corporation Experience May 2010 - August 2010
Job Area Sales Manager at Ben E. Keith Beverages
Industry Food & Beverages
Experience
Ben E. Keith Beverages August 2015 - Present
Ben E. Keith Beverages February 2015 - August 2015
Ben E. Keith February 2013 - February 2015
Ben E. Keith December 2010 - February 2013
Texas Christian University August 2007 - May 2011
First Investors Corporation May 2010 - August 2010
Skills
Business Development, Sales, Organization, Leadership, Customer Service, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Public Speaking, Research, Financial Analysis, Marketing, Data Analysis, Outlook, Social Networking, Event Planning, Facebook, Location Intelligence
Education
Texas Christian University 2007 — 2011
B.S Communication Studies, Energy Minor
Ben E. Keith Beverages August 2015 - Present
Ben E. Keith Beverages February 2015 - August 2015
Ben E. Keith February 2013 - February 2015
Ben E. Keith December 2010 - February 2013
Texas Christian University August 2007 - May 2011
First Investors Corporation May 2010 - August 2010
Skills
Business Development, Sales, Organization, Leadership, Customer Service, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Public Speaking, Research, Financial Analysis, Marketing, Data Analysis, Outlook, Social Networking, Event Planning, Facebook, Location Intelligence
Education
Texas Christian University 2007 — 2011
B.S Communication Studies, Energy Minor
Keith Yackle's First Investors Corporation Experience September 2011 - December 2011
Job Application Services Consultant at Cerner Corporation
Industry Health, Wellness and Fitness
Experience
Cerner Corporation May 2013 - Present
Transworld Systems June 2012 - April 2013
First Investors Corporation September 2011 - December 2011
City of Berryville June 2011 - August 2011
Wells Branch Municipal Utility District May 2005 - August 2010
Featherwoods Ranch December 2006 - January 2007
Skills
Management, Sales, Marketing, Account Management, Customer Service, Leadership, Microsoft Office, Event Planning
Education
University of Kansas 2008 — 2012
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
CIMBA study abroad 2011 — 2011
Undergrad, International Business
Cerner Corporation May 2013 - Present
Transworld Systems June 2012 - April 2013
First Investors Corporation September 2011 - December 2011
City of Berryville June 2011 - August 2011
Wells Branch Municipal Utility District May 2005 - August 2010
Featherwoods Ranch December 2006 - January 2007
Skills
Management, Sales, Marketing, Account Management, Customer Service, Leadership, Microsoft Office, Event Planning
Education
University of Kansas 2008 — 2012
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
CIMBA study abroad 2011 — 2011
Undergrad, International Business
Andrew Lex's First Investors Corporation Experience June 2011 - September 2011
Job Business and Planning Analyst at M&T Bank
Industry Banking
Experience
M&T Bank March 2015 - Present
M&T Bank January 2014 - March 2015
Media Sales Plus May 2013 - January 2014
Fetch Logistics January 2013 - March 2013
Pig Belly Entertainment May 2011 - December 2012
APICS Rochester May 2011 - May 2012
SUNY Geneseo December 2010 - May 2012
First Investors Corporation June 2011 - September 2011
Clarence Town Recreation June 2008 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Facebook, Customer Service, Time Management, Social Media, Event Planning, Teamwork, Access, Research, Outlook, Public Relations, Budgets, Leadership, Marketing
Education
State University of New York College at Geneseo 2008 — 2012
Bachelor of Science (B.S.), Business Administration
M&T Bank March 2015 - Present
M&T Bank January 2014 - March 2015
Media Sales Plus May 2013 - January 2014
Fetch Logistics January 2013 - March 2013
Pig Belly Entertainment May 2011 - December 2012
APICS Rochester May 2011 - May 2012
SUNY Geneseo December 2010 - May 2012
First Investors Corporation June 2011 - September 2011
Clarence Town Recreation June 2008 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Facebook, Customer Service, Time Management, Social Media, Event Planning, Teamwork, Access, Research, Outlook, Public Relations, Budgets, Leadership, Marketing
Education
State University of New York College at Geneseo 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Andrew Hass Andrew Hass's First Investors Corporation Experience March 2011 - October 2011
Job Experienced Financial Services Representative
Industry Financial Services
Experience
Mutual of America July 2013 - March 2015
Sodexo January 2013 - July 2013
Charter One Bank October 2011 - January 2013
First Investors Corporation March 2011 - October 2011
Ken Stewart's Grille February 2007 - April 2011
The University of Akron August 2006 - December 2010
Skills
Retail Banking, Checking Account..., Internet Banking, Mortgage Planning, Mortgage Lending, Home Equity Loans, Home Equity Lines of..., Credit Card Rewards, Retirement Savings, College Savings Plans, Small Business Banking, Small Business Lending, Cost Savings, Customer Service, Social Networking, Small Business, Management, Finance
Education
The University of Akron 2005 — 2010
Bachelor of Science in Business Administration/Finance, Corporate Financial Management
Buckeye Central High School 2001 — 2005
High School Diploma
Mutual of America July 2013 - March 2015
Sodexo January 2013 - July 2013
Charter One Bank October 2011 - January 2013
First Investors Corporation March 2011 - October 2011
Ken Stewart's Grille February 2007 - April 2011
The University of Akron August 2006 - December 2010
Skills
Retail Banking, Checking Account..., Internet Banking, Mortgage Planning, Mortgage Lending, Home Equity Loans, Home Equity Lines of..., Credit Card Rewards, Retirement Savings, College Savings Plans, Small Business Banking, Small Business Lending, Cost Savings, Customer Service, Social Networking, Small Business, Management, Finance
Education
The University of Akron 2005 — 2010
Bachelor of Science in Business Administration/Finance, Corporate Financial Management
Buckeye Central High School 2001 — 2005
High School Diploma
AJ Magali AJ Magali's First Investors Corporation Experience May 2008 - August 2008
Job Biddable Media/Programmatic Publicis Health Media
Industry Marketing and Advertising
Experience
Publicis Health Media December 2013 - Present
Wieden + Kennedy January 2013 - December 2013
MediaVest June 2012 - January 2013
MediaVest October 2010 - June 2012
Time Inc. June 2010 - August 2010
CVS January 2009 - June 2010
Evelyn Hill 2006 - 2009
First Investors Corporation May 2008 - August 2008
Marvel Entertainment September 2007 - October 2007
Skills
Google Adwords, MSN AdCenter, comScore, Facebook Marketing, Social Media Marketing, Web Marketing, Kenshoo Enterprise, Twitter, Mobile Search, Local Search, Online Advertising, Advertising, Microsoft Office, Twitter Marketing, SRDS, Nielsen Data, Local Marketing, Facebook API, Facebook Power Editor, Twitter Ads, Online Marketing
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
Bachelors, Business and Economics
Archbishop Molloy High School 2002 — 2006
Publicis Health Media December 2013 - Present
Wieden + Kennedy January 2013 - December 2013
MediaVest June 2012 - January 2013
MediaVest October 2010 - June 2012
Time Inc. June 2010 - August 2010
CVS January 2009 - June 2010
Evelyn Hill 2006 - 2009
First Investors Corporation May 2008 - August 2008
Marvel Entertainment September 2007 - October 2007
Skills
Google Adwords, MSN AdCenter, comScore, Facebook Marketing, Social Media Marketing, Web Marketing, Kenshoo Enterprise, Twitter, Mobile Search, Local Search, Online Advertising, Advertising, Microsoft Office, Twitter Marketing, SRDS, Nielsen Data, Local Marketing, Facebook API, Facebook Power Editor, Twitter Ads, Online Marketing
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
Bachelors, Business and Economics
Archbishop Molloy High School 2002 — 2006
Kevin M. George Kevin M. George's First Investors Corporation Experience May 2006 - August 2006
Job Senior Client Advocate, Risk Management Consultant / Insurance Professional, and Avid Golfer
Industry Financial Services
Experience
The Eagle Insurance Agency LLC April 2015 - Present
First American Equipment Finance November 2011 - April 2015
Paychex Insurance Agency, Inc. May 2011 - October 2011
Paychex, Inc March 2008 - May 2011
Paychex Agency Inc October 2006 - March 2008
First Investors Corporation May 2006 - August 2006
Skills
Commercial Insurance, Sales, Employee Benefits, Insurance, Cold Calling, Risk Management, Finance, Property & Casualty..., Salesforce.com, Financial Services, 401k, Leadership, Strategic Financial..., Account Management, Management, Process Improvement, Investments, Health Insurance, Disability Insurance, Banking, Portfolio Management, COBRA, Accounting, Relationship Management, Series 63, Time Management, Loans, Credit, Health Savings Accounts, Customer Retention, Commercial Lending
Education
State University of New York College at Geneseo 2002 — 2006
Bachelor of Arts, Political Science
Skaneateles High School 1998 — 2002
The Eagle Insurance Agency LLC April 2015 - Present
First American Equipment Finance November 2011 - April 2015
Paychex Insurance Agency, Inc. May 2011 - October 2011
Paychex, Inc March 2008 - May 2011
Paychex Agency Inc October 2006 - March 2008
First Investors Corporation May 2006 - August 2006
Skills
Commercial Insurance, Sales, Employee Benefits, Insurance, Cold Calling, Risk Management, Finance, Property & Casualty..., Salesforce.com, Financial Services, 401k, Leadership, Strategic Financial..., Account Management, Management, Process Improvement, Investments, Health Insurance, Disability Insurance, Banking, Portfolio Management, COBRA, Accounting, Relationship Management, Series 63, Time Management, Loans, Credit, Health Savings Accounts, Customer Retention, Commercial Lending
Education
State University of New York College at Geneseo 2002 — 2006
Bachelor of Arts, Political Science
Skaneateles High School 1998 — 2002
Kevin T McCarthy's First Investors Corporation Experience February 2004 - November 2005
Job Registered Principal/Financial Representative
Industry Financial Services
Experience
Wall Street Financial Group Inc. September 2009 - Present
First Investors Corporation February 2004 - November 2005
Education
State University of New York College at Buffalo 1997 — 2002
Sociology
Wall Street Financial Group Inc. September 2009 - Present
First Investors Corporation February 2004 - November 2005
Education
State University of New York College at Buffalo 1997 — 2002
Sociology
John Dady's First Investors Corporation Experience May 1992 - June 1993
Job Sr. Finance Leader GE Avionics
Industry Airlines/Aviation
Experience
GE June 2015 - Present
Kimberly-Clark June 2013 - June 2015
Hawker Beechcraft October 2010 - February 2013
Delphi May 2002 - September 2010
Delphi Technologies, Inc June 2000 - April 2002
Delphi Automotive Systems November 1998 - May 2000
General Motors Corporation October 1996 - October 1998
General Motors Corporation October 1994 - September 1996
First Investors Corporation May 1992 - June 1993
Skills
Financial Analysis, Forecasting, Budget, Analysis, Accounting, Cash Flow, Process Improvement, Leadership, Business Development, Budgets, Finance, Mergers & Acquisitions, Manufacturing, Sarbanes-Oxley Act, Managerial Finance, Financial Reporting
Education
University of Pittsburgh 1994 — 1994
Master, Business Administration; Corporate Finance
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1994 — 1994
MBA, FINANCE
Syracuse University 1989 — 1992
BA, Economics
Syracuse University 1988 — 1992
Bachelor of Arts, Economics and Political Science
Little Falls High 1984 — 1988
GE June 2015 - Present
Kimberly-Clark June 2013 - June 2015
Hawker Beechcraft October 2010 - February 2013
Delphi May 2002 - September 2010
Delphi Technologies, Inc June 2000 - April 2002
Delphi Automotive Systems November 1998 - May 2000
General Motors Corporation October 1996 - October 1998
General Motors Corporation October 1994 - September 1996
First Investors Corporation May 1992 - June 1993
Skills
Financial Analysis, Forecasting, Budget, Analysis, Accounting, Cash Flow, Process Improvement, Leadership, Business Development, Budgets, Finance, Mergers & Acquisitions, Manufacturing, Sarbanes-Oxley Act, Managerial Finance, Financial Reporting
Education
University of Pittsburgh 1994 — 1994
Master, Business Administration; Corporate Finance
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1994 — 1994
MBA, FINANCE
Syracuse University 1989 — 1992
BA, Economics
Syracuse University 1988 — 1992
Bachelor of Arts, Economics and Political Science
Little Falls High 1984 — 1988
Maria Bulin's First Investors Corporation Experience 2005 - 2006
Job Officer; Credit Services Representative at Bank of America
Industry Banking
Experience
Bank of America 2006 - Present
First Investors Corporation 2005 - 2006
Education
Texas Tech University - Rawls College of Business 2000 — 2005
Bank of America 2006 - Present
First Investors Corporation 2005 - 2006
Education
Texas Tech University - Rawls College of Business 2000 — 2005
Stephen R. Carter's First Investors Corporation Experience October 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
First Investors Corporation October 2007 - Present
Valero March 2001 - Present
Education
The University of Akron 2002 — 2007
Bachelors of Science, Finance
First Investors Corporation October 2007 - Present
Valero March 2001 - Present
Education
The University of Akron 2002 — 2007
Bachelors of Science, Finance
Eric Hopkins's First Investors Corporation Experience October 1987 - April 1990
Job Senior Director of Financial Planning & Analysis at Corner Bakery Cafe
Industry Restaurants
Experience
Corner Bakery Cafe April 2009 - Present
Aaron Brothers July 2008 - March 2009
La Madeleine March 2004 - April 2008
Metromedia Restaurant Group August 1998 - March 2004
Bristol Hotels and Resorts April 1990 - August 1998
First Investors Corporation October 1987 - April 1990
Skills
Accounting, Analysis, Income Statement, Forecasting, Budgets, Strategic Planning, Profit, Retail, Microsoft Excel, Process Improvement, Team Leadership, Finance, PowerPoint, Sales, Capital Budgeting, Management, Valuation, Strategic Financial..., Financial Reporting, Inventory Management, Financial Analysis, P&L
Education
Texas Tech University 1983 — 1987
Finance, Finance, Accounting
Corner Bakery Cafe April 2009 - Present
Aaron Brothers July 2008 - March 2009
La Madeleine March 2004 - April 2008
Metromedia Restaurant Group August 1998 - March 2004
Bristol Hotels and Resorts April 1990 - August 1998
First Investors Corporation October 1987 - April 1990
Skills
Accounting, Analysis, Income Statement, Forecasting, Budgets, Strategic Planning, Profit, Retail, Microsoft Excel, Process Improvement, Team Leadership, Finance, PowerPoint, Sales, Capital Budgeting, Management, Valuation, Strategic Financial..., Financial Reporting, Inventory Management, Financial Analysis, P&L
Education
Texas Tech University 1983 — 1987
Finance, Finance, Accounting
Edward Shannon's First Investors Corporation Experience August 2000 - August 2003
Job Sales Manager at United Aero Group
Industry Aviation & Aerospace
Experience
United Aero Group January 2009 - Present
The Allen Group January 2010 - January 2013
Clearlight Group August 2007 - November 2008
DirectBuy September 2003 - October 2007
First Investors Corporation August 2000 - August 2003
Skills
B2B, Sales, Lead Generation, Business Development, Insurance, New Business Development, Marketing, Small Business, Management, Contract Negotiation, Marketing Strategy, Social Media Marketing, Team Building, Customer Service, Negotiation, Social Media
Education
Southern Connecticut State University 1995 — 2000
BS, Corporate Communications and Computer Science
United Aero Group January 2009 - Present
The Allen Group January 2010 - January 2013
Clearlight Group August 2007 - November 2008
DirectBuy September 2003 - October 2007
First Investors Corporation August 2000 - August 2003
Skills
B2B, Sales, Lead Generation, Business Development, Insurance, New Business Development, Marketing, Small Business, Management, Contract Negotiation, Marketing Strategy, Social Media Marketing, Team Building, Customer Service, Negotiation, Social Media
Education
Southern Connecticut State University 1995 — 2000
BS, Corporate Communications and Computer Science
Desiree Ford's First Investors Corporation Experience 2002 - 2003
Job Accounting & Finance Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn October 2012 - Present
Dunaway Associates June 2010 - October 2012
Alcon Laboratories February 1998 - May 2010
First Investors Corporation 2002 - 2003
Skills
Financial Reporting, Billing, Accounts Payable, Financial Analysis, Excel, Accounting, PowerPoint, Word, Budgeting, Project Management, Finance, Payroll, Invoicing, Microsoft Excel, Budgets, General Ledger
Education
The University of Texas at Arlington 1994 — 2010
MBA, Accounting
Whitley Penn October 2012 - Present
Dunaway Associates June 2010 - October 2012
Alcon Laboratories February 1998 - May 2010
First Investors Corporation 2002 - 2003
Skills
Financial Reporting, Billing, Accounts Payable, Financial Analysis, Excel, Accounting, PowerPoint, Word, Budgeting, Project Management, Finance, Payroll, Invoicing, Microsoft Excel, Budgets, General Ledger
Education
The University of Texas at Arlington 1994 — 2010
MBA, Accounting
Laurence Chiang's First Investors Corporation Experience July 1997 - February 2000
Job Vice President
Industry Banking
Experience
Bank of America February 2000 - Present
First Investors Corporation July 1997 - February 2000
Skills
Commercial Banking, Banking, Credit, Loans, Credit Analysis, Customer Service, Financial Modeling
Education
State University of New York College at Buffalo 1992 — 1997
Bank of America February 2000 - Present
First Investors Corporation July 1997 - February 2000
Skills
Commercial Banking, Banking, Credit, Loans, Credit Analysis, Customer Service, Financial Modeling
Education
State University of New York College at Buffalo 1992 — 1997
Karlton Derrick's First Investors Corporation Experience August 1982 - November 1992
Job Financial Advisor; Educated as an engineer to solve problemsincluding those involving money!
Industry Financial Services
Experience
Ffriend Enterprises, Ltd September 1999 - Present
J.C. Financial Services November 1992 - September 1999
First Investors Corporation August 1982 - November 1992
Skills
Retirement Planning, Wealth Management, Investments, Estate Planning, Series 7, Series 63, Strategic Financial..., Securities, Small Business, Retirement, Investment Advisory, IRAs, Mutual Funds, Asset Allocation, Wealth, Investment Strategies, Fixed Annuities, Financial Advisory, Financial Planners, 401k, Pensions, Alternative Investments, Portfolio Management, Customer Service, Life Insurance, Financial Services, Insurance, Finance, Financial Planning
Education
Stanford University 1978 — 1982
Bachelor of Science (BS), Chemical Engineering
Brooklyn Technical H. S. 1974 — 1978
Ffriend Enterprises, Ltd September 1999 - Present
J.C. Financial Services November 1992 - September 1999
First Investors Corporation August 1982 - November 1992
Skills
Retirement Planning, Wealth Management, Investments, Estate Planning, Series 7, Series 63, Strategic Financial..., Securities, Small Business, Retirement, Investment Advisory, IRAs, Mutual Funds, Asset Allocation, Wealth, Investment Strategies, Fixed Annuities, Financial Advisory, Financial Planners, 401k, Pensions, Alternative Investments, Portfolio Management, Customer Service, Life Insurance, Financial Services, Insurance, Finance, Financial Planning
Education
Stanford University 1978 — 1982
Bachelor of Science (BS), Chemical Engineering
Brooklyn Technical H. S. 1974 — 1978
Peter Nassauer's First Investors Corporation Experience June 2008 - August 2008
Job EHI Holdings Inc
Industry Market Research
Experience
EHI Holdings June 2009 - Present
First Investors Corporation June 2008 - August 2008
Eastern Collection Corporation June 2001 - August 2008
Skills
Financial Analysis, Customer Service, Outlook, Customer Satisfaction, Lotus Notes, Sales, Time Management, Access, PowerPoint, Microsoft Excel, Microsoft Word, Forecasting, Operations Management, Process Improvement, Management
Education
State University of New York at Buffalo - School of Management 2005 — 2009
Bachelors of Science, Financial Analysis, Business Administration, Marketing.
Miller Place High School 2001 — 2005
EHI Holdings June 2009 - Present
First Investors Corporation June 2008 - August 2008
Eastern Collection Corporation June 2001 - August 2008
Skills
Financial Analysis, Customer Service, Outlook, Customer Satisfaction, Lotus Notes, Sales, Time Management, Access, PowerPoint, Microsoft Excel, Microsoft Word, Forecasting, Operations Management, Process Improvement, Management
Education
State University of New York at Buffalo - School of Management 2005 — 2009
Bachelors of Science, Financial Analysis, Business Administration, Marketing.
Miller Place High School 2001 — 2005
Jim Lozano's First Investors Corporation Experience March 2003 - September 2007
Job Director of Parent Experience Smart Tuition
Industry Financial Services
Experience
Smart Tuition February 2012 - Present
Springleaf Financial Services (formerly AIG American General Financial Services) April 2009 - December 2011
Citigroup-CitiCapital September 2007 - October 2008
First Investors Corporation March 2003 - September 2007
Datek Online February 2000 - October 2002
Enterprise Rent-A-Car February 1997 - February 2000
Skills
Management, Accounts Receivable, Finance, Customer Service, Microsoft Excel, Credit Analysis, Insurance, Accounting, Sales, Account Management, Team Building, Salesforce.com, Call Centers, Leadership, Training, Analysis, Credit, Strategic Planning
Education
St. Francis University 1988 — 1992
BS, Business Management, Finance
Serra Catholic High School 1984 — 1988
Smart Tuition February 2012 - Present
Springleaf Financial Services (formerly AIG American General Financial Services) April 2009 - December 2011
Citigroup-CitiCapital September 2007 - October 2008
First Investors Corporation March 2003 - September 2007
Datek Online February 2000 - October 2002
Enterprise Rent-A-Car February 1997 - February 2000
Skills
Management, Accounts Receivable, Finance, Customer Service, Microsoft Excel, Credit Analysis, Insurance, Accounting, Sales, Account Management, Team Building, Salesforce.com, Call Centers, Leadership, Training, Analysis, Credit, Strategic Planning
Education
St. Francis University 1988 — 1992
BS, Business Management, Finance
Serra Catholic High School 1984 — 1988
Emmanuelle Rimpel's First Investors Corporation Experience January 2006 - April 2006
Job Financial Services Professional
Industry Financial Services
Experience
St. John's University January 2007 - May 2008
Merrill Lynch January 2008 - April 2008
First Investors Corporation January 2006 - April 2006
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2008
MBA, FINANCE
St. John's University, The Peter J. Tobin College of Business 2003 — 2006
BACHELOR OF SCIENCE, FINANCE
St. John's University January 2007 - May 2008
Merrill Lynch January 2008 - April 2008
First Investors Corporation January 2006 - April 2006
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2008
MBA, FINANCE
St. John's University, The Peter J. Tobin College of Business 2003 — 2006
BACHELOR OF SCIENCE, FINANCE
Ronnie Quinteros's First Investors Corporation Experience December 2007 - June 2008
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2008 - Present
First Investors Corporation December 2007 - June 2008
Lucky Brand Jeans April 2001 - December 2007
Education
St. Thomas University 1999 — 2009
MBA specializing in Accounting, accounting
St. Thomas University
B.B.A. in Accounting
Principal Financial Group June 2008 - Present
First Investors Corporation December 2007 - June 2008
Lucky Brand Jeans April 2001 - December 2007
Education
St. Thomas University 1999 — 2009
MBA specializing in Accounting, accounting
St. Thomas University
B.B.A. in Accounting
Michelle Clark, PMP's First Investors Corporation Experience June 2007 - April 2008
Job Project Manager at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors June 2011 - Present
PMI Rochester June 2014 - April 2015
Harris Interactive Inc. August 2010 - June 2011
Harris Interactive Inc. June 2008 - August 2010
First Investors Corporation June 2007 - April 2008
Fisher-Price December 2006 - January 2007
Admar Construction Equipment and Supplies May 2000 - August 2006
Skills
Recruiting, Management, Budgets, Software Documentation, Research, Time Management, Market Research, Quantitative Research, Marketing Research, Project Management, Data Analysis, Analytics, Interviews, Microsoft Excel, Survey Design, Microsoft Office
Education
Villanova University 2012 — 2013
Master Certificate in Applied Project Management, Project Management
State University of New York at Buffalo - School of Management 2004 — 2008
BS, Marketing, International Business
Manning & Napier Advisors June 2011 - Present
PMI Rochester June 2014 - April 2015
Harris Interactive Inc. August 2010 - June 2011
Harris Interactive Inc. June 2008 - August 2010
First Investors Corporation June 2007 - April 2008
Fisher-Price December 2006 - January 2007
Admar Construction Equipment and Supplies May 2000 - August 2006
Skills
Recruiting, Management, Budgets, Software Documentation, Research, Time Management, Market Research, Quantitative Research, Marketing Research, Project Management, Data Analysis, Analytics, Interviews, Microsoft Excel, Survey Design, Microsoft Office
Education
Villanova University 2012 — 2013
Master Certificate in Applied Project Management, Project Management
State University of New York at Buffalo - School of Management 2004 — 2008
BS, Marketing, International Business
Clif Marstaller's First Investors Corporation Experience Teacher/CoachCrowley Middle SchoolJune 2007 - May 2008
Job Registered Rep at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation Teacher/CoachCrowley Middle SchoolJune 2007 - May 2008
Education
Texas A&M University 2002 — 2006
B.S, management
First Investors Corporation Teacher/CoachCrowley Middle SchoolJune 2007 - May 2008
Education
Texas A&M University 2002 — 2006
B.S, management
Thomas Carline, CPC, QPA, QKA's First Investors Corporation Experience April 2007 - October 2008
Job Relationship Manager at Trinity Pension Consultants, Inc.
Industry Financial Services
Experience
Trinity Pension Consultants, Inc. October 2013 - Present
PNC Investments January 2011 - June 2013
The Kemelgor Financial Group November 2008 - December 2010
First Investors Corporation April 2007 - October 2008
Skills
Retirement Planning, Mutual Funds, Long-term Care, Strategic Financial..., Uniform Combined State..., Series 7, Fixed Annuities, Investments, Series 63, Retirement, Insurance, Asset Allocation, Wealth Management
Education
The Ohio State University 2003 — 2007
BS, Finance
Trinity Pension Consultants, Inc. October 2013 - Present
PNC Investments January 2011 - June 2013
The Kemelgor Financial Group November 2008 - December 2010
First Investors Corporation April 2007 - October 2008
Skills
Retirement Planning, Mutual Funds, Long-term Care, Strategic Financial..., Uniform Combined State..., Series 7, Fixed Annuities, Investments, Series 63, Retirement, Insurance, Asset Allocation, Wealth Management
Education
The Ohio State University 2003 — 2007
BS, Finance
Patrick Snoop's First Investors Corporation Experience May 2007 - August 2007
Job Office Administrator at Mechanical Rubber Products Company, Inc.
Industry Accounting
Experience
Mechanical Rubber Products Company, Inc. May 2012 - Present
Styles Logistics, Inc. April 2011 - September 2011
Magnetic Aids Inc December 2007 - May 2010
First Investors Corporation May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, QuickBooks, PowerPoint, Access, Accounting, Peachtree, Accounts Receivable, Accounts Payable, Bookkeeping, Teamwork, Invoicing, Time Management, Management, Training, Purchasing, Office Management, Spreadsheets, Microsoft Office, Customer Service, Finance
Education
Southern New Hampshire University 2010 — 2013
Master's degree, Accounting and Finance
Southern New Hampshire University 2003 — 2008
BS, Accounting
MONROE WOODBURY HIGH SCHOOL 2000 — 2003
Mechanical Rubber Products Company, Inc. May 2012 - Present
Styles Logistics, Inc. April 2011 - September 2011
Magnetic Aids Inc December 2007 - May 2010
First Investors Corporation May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, QuickBooks, PowerPoint, Access, Accounting, Peachtree, Accounts Receivable, Accounts Payable, Bookkeeping, Teamwork, Invoicing, Time Management, Management, Training, Purchasing, Office Management, Spreadsheets, Microsoft Office, Customer Service, Finance
Education
Southern New Hampshire University 2010 — 2013
Master's degree, Accounting and Finance
Southern New Hampshire University 2003 — 2008
BS, Accounting
MONROE WOODBURY HIGH SCHOOL 2000 — 2003
Kyler Allison's First Investors Corporation Experience July 2007 - August 2008
Job General Manager
Industry Health, Wellness and Fitness
Experience
My Fit Foods June 2011 - Present
First Investors Corporation July 2007 - August 2008
Allisons Events August 2000 - June 2008
Skills
Marketing, Fitness
Education
Texas State University 2002 — 2007
BBA, Management
My Fit Foods June 2011 - Present
First Investors Corporation July 2007 - August 2008
Allisons Events August 2000 - June 2008
Skills
Marketing, Fitness
Education
Texas State University 2002 — 2007
BBA, Management
Susan Bowden Gomez's First Investors Corporation Experience February 1986 - July 2008
Job President at Konnect Health and Wealth LLC
Industry Financial Services
Experience
Konnect Health and Wealth LLC March 2013 - Present
FIT Financial August 2008 - March 2013
Signal Securities, Inc August 2008 - March 2013
First Investors Corporation February 1986 - July 2008
Skills
Retirement Planning, Mutual Funds, Investments, Life Insurance, Strategic Financial..., 401k, Employee Benefits, Financial Services, Alternative Investments, Insurance, Asset Allocation, Relationship Management, Financial Advisory, Retirement, Personal Finance, Investment Strategies, Health Insurance, Estate Planning, Asset Management, Series 6, Series 63, Fixed Annuities, Investment Advisory, ETFs
Education
Springfield College 1981 — 1985
Bachelor of Science, Health Fitness, Exercise Physiology, Business
Konnect Health and Wealth LLC March 2013 - Present
FIT Financial August 2008 - March 2013
Signal Securities, Inc August 2008 - March 2013
First Investors Corporation February 1986 - July 2008
Skills
Retirement Planning, Mutual Funds, Investments, Life Insurance, Strategic Financial..., 401k, Employee Benefits, Financial Services, Alternative Investments, Insurance, Asset Allocation, Relationship Management, Financial Advisory, Retirement, Personal Finance, Investment Strategies, Health Insurance, Estate Planning, Asset Management, Series 6, Series 63, Fixed Annuities, Investment Advisory, ETFs
Education
Springfield College 1981 — 1985
Bachelor of Science, Health Fitness, Exercise Physiology, Business
Janice Barlow's First Investors Corporation Experience May 1982 - August 2003
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James August 2003 - Present
First Investors Corporation May 1982 - August 2003
Skills
Financial Advisory, Investments, Retirement Planning, Estate Planning, Life Insurance, Securities, Long Term Care Insurance, Series 7, Asset Allocation, Mutual Funds, Series 63, Retirement, Investment Strategies, Wealth Management, Investment Advisory, Series 65, Series 24, Chartered Financial..., Chartered Life..., Chartered Associate of..., Medicare
Education
University of Michigan 1975 — 1980
Business Administration, Finance/Economics
St. Petersburg College 2010 — 2012
Bachelor's degree, Secondary Education and Teaching
Raymond James August 2003 - Present
First Investors Corporation May 1982 - August 2003
Skills
Financial Advisory, Investments, Retirement Planning, Estate Planning, Life Insurance, Securities, Long Term Care Insurance, Series 7, Asset Allocation, Mutual Funds, Series 63, Retirement, Investment Strategies, Wealth Management, Investment Advisory, Series 65, Series 24, Chartered Financial..., Chartered Life..., Chartered Associate of..., Medicare
Education
University of Michigan 1975 — 1980
Business Administration, Finance/Economics
St. Petersburg College 2010 — 2012
Bachelor's degree, Secondary Education and Teaching
Boyan Doytchinov's First Investors Corporation Experience January 2008 - April 2008
Job
Industry Financial Services
Experience
Altfest Personal Wealth Management September 2014 - Present
Mark J. Snyder Financial Services, Inc. December 2009 - August 2014
Euroins July 2009 - July 2009
Northwestern Mutual May 2008 - October 2008
First Investors Corporation January 2008 - April 2008
Skills
Investments, Strategic Financial..., Asset Allocation, Financial Analysis, Retirement Planning, Portfolio Management, Equity Research, Microsoft Excel, Economics, Investment Management, Financial Planning, Morningstar, Block Trading, Model Portfolios
Education
State University of New York at Stony Brook 2009 — 2010
MBA, Finance
State University of New York at Stony Brook 2004 — 2008
BA, Economics
Altfest Personal Wealth Management September 2014 - Present
Mark J. Snyder Financial Services, Inc. December 2009 - August 2014
Euroins July 2009 - July 2009
Northwestern Mutual May 2008 - October 2008
First Investors Corporation January 2008 - April 2008
Skills
Investments, Strategic Financial..., Asset Allocation, Financial Analysis, Retirement Planning, Portfolio Management, Equity Research, Microsoft Excel, Economics, Investment Management, Financial Planning, Morningstar, Block Trading, Model Portfolios
Education
State University of New York at Stony Brook 2009 — 2010
MBA, Finance
State University of New York at Stony Brook 2004 — 2008
BA, Economics
Jon Doolittle's First Investors Corporation Experience August 1991 - August 1992
Job District Manager at GameStop
Industry Retail
Experience
GameStop July 1994 - Present
EB Games July 1994 - January 2001
First Investors Corporation August 1991 - August 1992
Waldenbooks February 1980 - May 1991
Skills
Store Management, Loss Prevention, Retail, Merchandising, Profit, Multi-unit, Store Operations, Visual Merchandising, Inventory Management, Driving Results, New Store Openings, Shrinkage, Hiring, District Management, Leadership, Sales Operations, Income Statement, Multi-Unit Management, Sales, Planograms
Education
State University of New York College at Plattsburgh 1985 — 1987
BS, Computer Science, Business
GameStop July 1994 - Present
EB Games July 1994 - January 2001
First Investors Corporation August 1991 - August 1992
Waldenbooks February 1980 - May 1991
Skills
Store Management, Loss Prevention, Retail, Merchandising, Profit, Multi-unit, Store Operations, Visual Merchandising, Inventory Management, Driving Results, New Store Openings, Shrinkage, Hiring, District Management, Leadership, Sales Operations, Income Statement, Multi-Unit Management, Sales, Planograms
Education
State University of New York College at Plattsburgh 1985 — 1987
BS, Computer Science, Business
Harry Iyer's First Investors Corporation Experience June 2008 - August 2008
Job Finance & Business Professional
Industry Wireless
Experience
JAS Performance, Inc. July 2011 - Present
SUNY Oswego Financial Management Association - Student Chapter March 2010 - July 2012
LiveTechnology August 2009 - January 2011
SUNY Oswego Financial Management Association - Student Chapter May 2008 - May 2009
First Investors Corporation June 2008 - August 2008
Education
State University of New York College at Oswego 2005 — 2009
Bachelor of Science, Finance & Business Administration (International Business Sequence) with a Minor in Economics
JAS Performance, Inc. July 2011 - Present
SUNY Oswego Financial Management Association - Student Chapter March 2010 - July 2012
LiveTechnology August 2009 - January 2011
SUNY Oswego Financial Management Association - Student Chapter May 2008 - May 2009
First Investors Corporation June 2008 - August 2008
Education
State University of New York College at Oswego 2005 — 2009
Bachelor of Science, Finance & Business Administration (International Business Sequence) with a Minor in Economics
Kerri Schulte's First Investors Corporation Experience December 2008 - May 2009
Job Branch Manager at Enterprise RentACar
Industry Marketing and Advertising
Experience
Enterprise Rent-A-Car March 2011 - Present
Enterprise Rent-A-Car May 2009 - March 2010
First Investors Corporation December 2008 - May 2009
John A Coleman Catholic High School August 2008 - November 2008
Skills
Sales, Customer Service, Marketing, Accounts Receivable, Operations Management, Sales Management, Account Management, Employee Training, Employee Relations
Education
State University of New York College at Geneseo 2004 — 2008
B.S., Business Admin
Enterprise Rent-A-Car March 2011 - Present
Enterprise Rent-A-Car May 2009 - March 2010
First Investors Corporation December 2008 - May 2009
John A Coleman Catholic High School August 2008 - November 2008
Skills
Sales, Customer Service, Marketing, Accounts Receivable, Operations Management, Sales Management, Account Management, Employee Training, Employee Relations
Education
State University of New York College at Geneseo 2004 — 2008
B.S., Business Admin
Aimee Jasper's First Investors Corporation Experience May 2006 - May 2007
Job Benefits Counselor at Dallas Police and Fire Pension
Industry Government Administration
Experience
Dallas Police and Fire Pension June 2007 - Present
First Investors Corporation May 2006 - May 2007
Skills
Employee Benefits, Disability Insurance, Time Management, Project Planning
Education
The University of Texas at Arlington - College of Business 2002 — 2005
Bachelor's, Marketing
Dallas Police and Fire Pension June 2007 - Present
First Investors Corporation May 2006 - May 2007
Skills
Employee Benefits, Disability Insurance, Time Management, Project Planning
Education
The University of Texas at Arlington - College of Business 2002 — 2005
Bachelor's, Marketing
Jack Ryerson's First Investors Corporation Experience May 2006 - November 2006
Job Operations Associate at Balter Capital Management, LLC
Industry Investment Management
Experience
Balter Capital Management, LLC July 2015 - Present
Balter Liquid Alternatives, LLC July 2015 - Present
The Bank of New York Mellon May 2010 - July 2015
State Street April 2007 - May 2010
CareScout January 2007 - March 2007
First Investors Corporation May 2006 - November 2006
Education
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (MBA)
State University of New York College at Geneseo 2003 — 2006
BA, Economics
Balter Capital Management, LLC July 2015 - Present
Balter Liquid Alternatives, LLC July 2015 - Present
The Bank of New York Mellon May 2010 - July 2015
State Street April 2007 - May 2010
CareScout January 2007 - March 2007
First Investors Corporation May 2006 - November 2006
Education
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (MBA)
State University of New York College at Geneseo 2003 — 2006
BA, Economics
Carlos Alvarez Jr.'s First Investors Corporation Experience May 2008 - August 2008
Job Advisory Senior at EY
Industry Financial Services
Experience
EY November 2013 - Present
Kinetic Partners January 2013 - October 2013
PIMCO October 2010 - January 2013
The GMS Group LLC May 2009 - October 2010
First Investors Corporation May 2008 - August 2008
Skills
Securities, Fixed Income, Equities, Investments, Portfolio Management, Due Diligence, Trading, AML, Derivatives, Analysis, Series 7, Equity Trading, Human Resources, Hedge Funds, Mutual Funds, Series 63, Asset Management, Bloomberg, Capital Markets, Alternative Investments, Investment Management, Finance
Education
Syracuse University 2005 — 2009
Bachelors of Science, Information Technology 2009
Syracuse University Center in Madrid 2008 — 2008
Bachelor of Applied Science (B.A.Sc.), Information Technology
Governor Livingston High School 2001 — 2005
EY November 2013 - Present
Kinetic Partners January 2013 - October 2013
PIMCO October 2010 - January 2013
The GMS Group LLC May 2009 - October 2010
First Investors Corporation May 2008 - August 2008
Skills
Securities, Fixed Income, Equities, Investments, Portfolio Management, Due Diligence, Trading, AML, Derivatives, Analysis, Series 7, Equity Trading, Human Resources, Hedge Funds, Mutual Funds, Series 63, Asset Management, Bloomberg, Capital Markets, Alternative Investments, Investment Management, Finance
Education
Syracuse University 2005 — 2009
Bachelors of Science, Information Technology 2009
Syracuse University Center in Madrid 2008 — 2008
Bachelor of Applied Science (B.A.Sc.), Information Technology
Governor Livingston High School 2001 — 2005
carrie burlingame-powers's First Investors Corporation Experience Family Navigator/Teacher AssistantFranziska Racker CentersSeptember 2010 - Present
Job Franziska Racker Centers
Industry Financial Services
Experience
First Investors Corporation Family Navigator/Teacher AssistantFranziska Racker CentersSeptember 2010 - Present
Borgwarner 2005 - 2009
Skills
Retirement Planning, Series 63, Strategic Financial..., Series 7, Investments, Mutual Funds, Fixed Annuities, Retirement, Asset Allocation, Wealth Management, Series 6, IRAs
Education
State University of New York College at Cortland 2007 — 2009
Bachelors, Business Economics
Tompkins Cortland Community College
Associate of Arts and Sciences (A.A.S.), Early Childhood Education and Teaching
First Investors Corporation Family Navigator/Teacher AssistantFranziska Racker CentersSeptember 2010 - Present
Borgwarner 2005 - 2009
Skills
Retirement Planning, Series 63, Strategic Financial..., Series 7, Investments, Mutual Funds, Fixed Annuities, Retirement, Asset Allocation, Wealth Management, Series 6, IRAs
Education
State University of New York College at Cortland 2007 — 2009
Bachelors, Business Economics
Tompkins Cortland Community College
Associate of Arts and Sciences (A.A.S.), Early Childhood Education and Teaching
Matt Peterson's First Investors Corporation Experience June 2008 - August 2008
Job Sales Director at Outbrain
Industry Internet
Experience
Outbrain December 2012 - Present
Scribit (acquired by Outbrain) March 2012 - May 2013
Vertical Acuity August 2010 - March 2012
Vertical Acuity October 2009 - August 2010
First Investors Corporation June 2008 - August 2008
Skills
Strategic Partnerships, Social Media, Start-ups, Product Marketing, Product Management, Monetization, Lead Generation, Digital Media, Marketing Strategy, Training, Entrepreneurship, Sales, Business Development, Online Advertising, Digital Strategy, Creative Direction, Strategy, Digital Marketing, E-commerce, Mobile Marketing, Integrated Marketing
Education
University of Georgia - Terry College of Business
BBA, Finance
The Center for the Study of Global Issues at UGA
The University of Georgia
Outbrain December 2012 - Present
Scribit (acquired by Outbrain) March 2012 - May 2013
Vertical Acuity August 2010 - March 2012
Vertical Acuity October 2009 - August 2010
First Investors Corporation June 2008 - August 2008
Skills
Strategic Partnerships, Social Media, Start-ups, Product Marketing, Product Management, Monetization, Lead Generation, Digital Media, Marketing Strategy, Training, Entrepreneurship, Sales, Business Development, Online Advertising, Digital Strategy, Creative Direction, Strategy, Digital Marketing, E-commerce, Mobile Marketing, Integrated Marketing
Education
University of Georgia - Terry College of Business
BBA, Finance
The Center for the Study of Global Issues at UGA
The University of Georgia
sheela sledge's First Investors Corporation Experience September 1990 - January 1992
Job Billing Manager at Dayton Christian School
Industry Education Management
Experience
Dayton Christian School March 2014 - Present
Dayton Christian Schools March 2011 - Present
Dayton Christian Scools August 2007 - February 2011
WestStaff September 1992 - August 1995
National Starch and Chemical Company February 1992 - August 1992
First Investors Corporation September 1990 - January 1992
Skills
Public Speaking, Teaching, Leadership, Customer Service, Microsoft Office, Strategic Planning, Management, Event Planning, Marketing, Coaching
Education
Texas A&M University 1984 — 1988
B.B.A., Marketing
Dayton Christian School March 2014 - Present
Dayton Christian Schools March 2011 - Present
Dayton Christian Scools August 2007 - February 2011
WestStaff September 1992 - August 1995
National Starch and Chemical Company February 1992 - August 1992
First Investors Corporation September 1990 - January 1992
Skills
Public Speaking, Teaching, Leadership, Customer Service, Microsoft Office, Strategic Planning, Management, Event Planning, Marketing, Coaching
Education
Texas A&M University 1984 — 1988
B.B.A., Marketing
Michael Capecelatro's First Investors Corporation Experience November 2002 - September 2004
Job Manager at CT Sports Center
Industry Recreational Facilities and Services
Experience
CT Sports Center February 2010 - Present
UnitedHealth Group February 2008 - January 2010
UnitedHealth Group December 2006 - January 2008
First Investors Corporation November 2002 - September 2004
Skills
Project Management, Insurance
Education
Syracuse University 1998 — 2002
Bachelor of Science, Finance
CT Sports Center February 2010 - Present
UnitedHealth Group February 2008 - January 2010
UnitedHealth Group December 2006 - January 2008
First Investors Corporation November 2002 - September 2004
Skills
Project Management, Insurance
Education
Syracuse University 1998 — 2002
Bachelor of Science, Finance
Clara McConnell, MBA, MS's First Investors Corporation Experience November 2010 - October 2012
Job Small Commercial Underwriter at The Hartford
Industry Insurance
Experience
The Hartford October 2012 - Present
First Investors Corporation November 2010 - October 2012
Skills
Market Research, Public Speaking, Marketing, PowerPoint, Microsoft Excel, Research, Outlook, Social Media, Event Planning, Strategic Planning, Microsoft Word, Microsoft Office, Public Relations, Sales, Valuation
Education
St. John Fisher College 2011 — 2012
Master of Business Administration, Global Context
Saint John Fisher College 2008 — 2010
Master of Science (M.S.), International Studies
St. John Fisher College 2004 — 2008
Bachelor, Economics
The Hartford October 2012 - Present
First Investors Corporation November 2010 - October 2012
Skills
Market Research, Public Speaking, Marketing, PowerPoint, Microsoft Excel, Research, Outlook, Social Media, Event Planning, Strategic Planning, Microsoft Word, Microsoft Office, Public Relations, Sales, Valuation
Education
St. John Fisher College 2011 — 2012
Master of Business Administration, Global Context
Saint John Fisher College 2008 — 2010
Master of Science (M.S.), International Studies
St. John Fisher College 2004 — 2008
Bachelor, Economics
Christopher L. Shekell's First Investors Corporation Experience December 2007 - September 2008
Job Financial Services Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. June 2014 - Present
Innovative Financial Group September 2008 - June 2014
First Investors Corporation December 2007 - September 2008
Skills
Retirement Planning, Retirement, Life Insurance, Investments, Strategic Financial...
Education
Springfield College 2004 — 2008
Bachelor's degree, Business Management & Finance
Transamerica Financial Advisors, Inc. June 2014 - Present
Innovative Financial Group September 2008 - June 2014
First Investors Corporation December 2007 - September 2008
Skills
Retirement Planning, Retirement, Life Insurance, Investments, Strategic Financial...
Education
Springfield College 2004 — 2008
Bachelor's degree, Business Management & Finance
Brandon Tropea's First Investors Corporation Experience 2009 - April 2010
Job Staff Accountant at Jacobson Brotman PC
Industry Accounting
Experience
Jacobson Brotman PC August 2014 - Present
David R Dolan CPA, P.C. July 2012 - August 2014
Francis G Marchese & Company January 2012 - June 2012
Jackson Hewitt January 2011 - April 2011
First Investors Corporation 2009 - April 2010
Mark's Pizzeria 2005 - 2009
Education
State University of New York College at Brockport 2004 — 2009
Accounting
Jacobson Brotman PC August 2014 - Present
David R Dolan CPA, P.C. July 2012 - August 2014
Francis G Marchese & Company January 2012 - June 2012
Jackson Hewitt January 2011 - April 2011
First Investors Corporation 2009 - April 2010
Mark's Pizzeria 2005 - 2009
Education
State University of New York College at Brockport 2004 — 2009
Accounting
Christina Sotiriou's First Investors Corporation Experience January 2006 - June 2006
Job Lead Client Service Representative at Broadridge
Industry Financial Services
Experience
Broadridge Financial Solutions, Inc. May 2015 - Present
BNY Mellon June 2012 - May 2015
BNY Mellon October 2006 - June 2012
JP Morgan July 2006 - October 2006
First Investors Corporation January 2006 - June 2006
Skills
Financial Analysis, Financial Modeling, Derivatives, Securities, Bloomberg, Valuation, Microsoft Excel, Analytics, Customer Service, Financial Reporting, Microsoft Office, Data Analysis, PowerPoint
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2013
Master of Business Administration (MBA), Risk Management & Insurance
State University of New York at New Paltz 2002 — 2006
Bachelor of Science, Finance
Broadridge Financial Solutions, Inc. May 2015 - Present
BNY Mellon June 2012 - May 2015
BNY Mellon October 2006 - June 2012
JP Morgan July 2006 - October 2006
First Investors Corporation January 2006 - June 2006
Skills
Financial Analysis, Financial Modeling, Derivatives, Securities, Bloomberg, Valuation, Microsoft Excel, Analytics, Customer Service, Financial Reporting, Microsoft Office, Data Analysis, PowerPoint
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2013
Master of Business Administration (MBA), Risk Management & Insurance
State University of New York at New Paltz 2002 — 2006
Bachelor of Science, Finance
Francisco Rodriguez Jr.'s First Investors Corporation Experience 2010 - 2010
Job Relationship Banker with First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank 2010 - Present
First Investors Corporation 2010 - 2010
Education
St. John Fisher College 2007 — 2010
Bachelor, Business Management
Webster Thomas High School 2001 — 2004
High school diploma
First Niagara Bank 2010 - Present
First Investors Corporation 2010 - 2010
Education
St. John Fisher College 2007 — 2010
Bachelor, Business Management
Webster Thomas High School 2001 — 2004
High school diploma
Alexandra Fedele's First Investors Corporation Experience 2010 - 2011
Job Practice Coordinator at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC September 2013 - Present
First Investors Corporation 2010 - 2011
Merrill Lynch January 2010 - May 2010
Education
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Business Administration (MBA)
Simmons College 2006 — 2010
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Centinel Financial Group, LLC September 2013 - Present
First Investors Corporation 2010 - 2011
Merrill Lynch January 2010 - May 2010
Education
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Business Administration (MBA)
Simmons College 2006 — 2010
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Dawn Sodomora's First Investors Corporation Experience April 2011 - August 2011
Job Associate Aquatics Director at Somerset Hills YMCA
Industry Accounting
Experience
Encore Consultants, LLC February 2013 - Present
Somerset Hills YMCA August 2014 - July 2015
Hunterdon County YMCA January 2013 - August 2014
Hunterdon County YMCA September 2009 - August 2014
Deerpath YMCA September 2009 - August 2014
First Investors Corporation April 2011 - August 2011
Greensburg YMCA September 2008 - May 2009
The Limited September 2007 - October 2008
Skills
German, Microsoft Office, Microsoft Access, Sales, Customer Satisfaction, Microsoft Excel, PowerPoint, Teaching, Microsoft Word, Management, Data Analysis, Social Media, Social Networking, Sales Management, Research, Time Management, Negotiation, Customer Service, Community Outreach, Budgets, Training, Leadership
Education
The College of New Jersey 2007 — 2011
Bachelor of Science, Finance
Hunterdon Central Regional High School 2003 — 2007
general
Encore Consultants, LLC February 2013 - Present
Somerset Hills YMCA August 2014 - July 2015
Hunterdon County YMCA January 2013 - August 2014
Hunterdon County YMCA September 2009 - August 2014
Deerpath YMCA September 2009 - August 2014
First Investors Corporation April 2011 - August 2011
Greensburg YMCA September 2008 - May 2009
The Limited September 2007 - October 2008
Skills
German, Microsoft Office, Microsoft Access, Sales, Customer Satisfaction, Microsoft Excel, PowerPoint, Teaching, Microsoft Word, Management, Data Analysis, Social Media, Social Networking, Sales Management, Research, Time Management, Negotiation, Customer Service, Community Outreach, Budgets, Training, Leadership
Education
The College of New Jersey 2007 — 2011
Bachelor of Science, Finance
Hunterdon Central Regional High School 2003 — 2007
general
Diana Khitrik's First Investors Corporation Experience June 2010 - August 2010
Job Assistant Vice President at Citi
Industry Banking
Experience
Citi July 2014 - Present
Citi July 2012 - July 2014
Citi May 2011 - July 2012
TJX (Marshall's) October 2005 - May 2011
First Investors Corporation June 2010 - August 2010
Skills
Fixed Income, Management, Settlement, Loans, Customer Service, Financial Analysis, Credit Derivatives, Financial Markets, Securities, Bloomberg Terminal, Time Management, DTC, CME, Markitwire
Education
State University of New York at Buffalo - School of Management 2011 — 2014
Master of Business Administration (MBA)
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Finance and Marketing Concentration
Citi July 2014 - Present
Citi July 2012 - July 2014
Citi May 2011 - July 2012
TJX (Marshall's) October 2005 - May 2011
First Investors Corporation June 2010 - August 2010
Skills
Fixed Income, Management, Settlement, Loans, Customer Service, Financial Analysis, Credit Derivatives, Financial Markets, Securities, Bloomberg Terminal, Time Management, DTC, CME, Markitwire
Education
State University of New York at Buffalo - School of Management 2011 — 2014
Master of Business Administration (MBA)
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Finance and Marketing Concentration
Esmeralda Felipe's First Investors Corporation Experience September 2010 - December 2010
Job Tax Professional at H & R Block
Industry Accounting
Experience
H & R Block December 2010 - Present
First Investors Corporation September 2010 - December 2010
StreetWise Partners September 2010 - December 2010
Bond Street Group LLC January 2010 - April 2010
Skills
Tax, Data Entry, Tax Returns, Sales Tax, QuickBooks, Financial Analysis, Accounting, Financial Reporting, Tax Preparation, Pivot Tables, Financial Modeling, Accounts Payable, Auditing, Access, Financial Accounting, Account Reconciliation, Microsoft Excel, Sarbanes-Oxley Act, Income Tax, Bookkeeping, General Ledger, Outlook
Education
St. Francis College 2008 — 2013
Masters, Accounting
H & R Block December 2010 - Present
First Investors Corporation September 2010 - December 2010
StreetWise Partners September 2010 - December 2010
Bond Street Group LLC January 2010 - April 2010
Skills
Tax, Data Entry, Tax Returns, Sales Tax, QuickBooks, Financial Analysis, Accounting, Financial Reporting, Tax Preparation, Pivot Tables, Financial Modeling, Accounts Payable, Auditing, Access, Financial Accounting, Account Reconciliation, Microsoft Excel, Sarbanes-Oxley Act, Income Tax, Bookkeeping, General Ledger, Outlook
Education
St. Francis College 2008 — 2013
Masters, Accounting
Michael J. Smith's First Investors Corporation Experience 1992 - 1994
Job Managing Director, High Yield Trading at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank February 2012 - Present
Seawall Capital Management, LLC 2008 - 2010
Wachovia Capital Markets, LLC 2002 - 2008
Merrill Lynch Capital Markets Inc. 2000 - 2002
BancBoston Robertson Stephens Inc 1997 - 2000
PaineWebber Group Inc. 1994 - 1997
First Investors Corporation 1992 - 1994
Skills
Fixed Income, High Yield, Trading, Capital Markets, Portfolio Management, Hedge Funds, Risk Management
Education
St. Lawrence University 1988 — 1991
BA, Economics and Government
SunTrust Bank February 2012 - Present
Seawall Capital Management, LLC 2008 - 2010
Wachovia Capital Markets, LLC 2002 - 2008
Merrill Lynch Capital Markets Inc. 2000 - 2002
BancBoston Robertson Stephens Inc 1997 - 2000
PaineWebber Group Inc. 1994 - 1997
First Investors Corporation 1992 - 1994
Skills
Fixed Income, High Yield, Trading, Capital Markets, Portfolio Management, Hedge Funds, Risk Management
Education
St. Lawrence University 1988 — 1991
BA, Economics and Government
Michelle Lamoureux's First Investors Corporation Experience January 2011 - July 2011
Job Registered Representative at First Investors Corporation
Industry Financial Services
Experience
Cosmopolitan Real Estate February 2010 - Present
First Investors Corporation January 2011 - July 2011
Education
Suffolk University - Sawyer Business School 2007 — 2011
Bachelors, Finance and Economics
Cosmopolitan Real Estate February 2010 - Present
First Investors Corporation January 2011 - July 2011
Education
Suffolk University - Sawyer Business School 2007 — 2011
Bachelors, Finance and Economics
Drew Flatley's First Investors Corporation Experience May 2007 - March 2008
Job Sprinkler Service at SimplexGrinnell
Industry Public Safety
Experience
SimplexGrinnell March 2008 - Present
First Investors Corporation May 2007 - March 2008
Borgata Hotel Casino & Spa August 2005 - May 2007
Education
Richard Stockton College of New Jersey 2005 — 2007
Masters Degree, Business
Richard Stockton College of New Jersey 2002 — 2005
Bachelor of Science, Hospitality Management
SimplexGrinnell March 2008 - Present
First Investors Corporation May 2007 - March 2008
Borgata Hotel Casino & Spa August 2005 - May 2007
Education
Richard Stockton College of New Jersey 2005 — 2007
Masters Degree, Business
Richard Stockton College of New Jersey 2002 — 2005
Bachelor of Science, Hospitality Management
Michael Pozzi's First Investors Corporation Experience 2009 - 2010
Job Corporate Support Manager at Worldpay
Industry Financial Services
Experience
Worldpay July 2014 - Present
JCB February 2014 - July 2014
JCB July 2011 - February 2014
Enterprise Rent-A-Car 2010 - 2011
First Investors Corporation 2009 - 2010
Skills
Cold Calling, Account Management, Sales Presentations, Sales, Marketing Strategy, Social Media, B2B, Microsoft Office, Customer Service, Japanese, Contract Negotiation, Management, New Business Development, Strategic Planning, Leadership, Market Research, Business Development, Marketing, Sales Process, Sales Management
Education
UC Santa Cruz 2006 — 2010
B.A., Global Economics, Japanese
上智大学 / Sophia University 2008 — 2009
Japanese
Worldpay July 2014 - Present
JCB February 2014 - July 2014
JCB July 2011 - February 2014
Enterprise Rent-A-Car 2010 - 2011
First Investors Corporation 2009 - 2010
Skills
Cold Calling, Account Management, Sales Presentations, Sales, Marketing Strategy, Social Media, B2B, Microsoft Office, Customer Service, Japanese, Contract Negotiation, Management, New Business Development, Strategic Planning, Leadership, Market Research, Business Development, Marketing, Sales Process, Sales Management
Education
UC Santa Cruz 2006 — 2010
B.A., Global Economics, Japanese
上智大学 / Sophia University 2008 — 2009
Japanese
Paul Gleeson's First Investors Corporation Experience November 2007 - Present
Job Financial Services Representative at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation November 2007 - Present
Skills
Mutual Funds, Retirement Planning, Investments, Life Insurance, Fixed Annuities, Asset Allocation, Series 63, Customer Service, Retirement
Education
Southern Polytechnic State University 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
First Investors Corporation November 2007 - Present
Skills
Mutual Funds, Retirement Planning, Investments, Life Insurance, Fixed Annuities, Asset Allocation, Series 63, Customer Service, Retirement
Education
Southern Polytechnic State University 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Nicholas Homyk's First Investors Corporation Experience June 2010 - August 2010
Job QA Analyst at Vocativ
Industry Internet
Experience
Vocativ May 2013 - Present
Star Management Services LLC November 2011 - Present
Nicholas Homyk January 2009 - Present
First Investors Corporation June 2010 - August 2010
Skills
IT, Web Design, Troubleshooting, Vendor Management, Blogging, Technical Support, ITIL Implementation, Microsoft Excel, Microsoft Office, Infrastructure, Blackberry Enterprise..., PowerPoint, Servers, Windows, Data Center, Project Management, Public Speaking
Education
The College of Saint Rose 2006 — 2010
B/S, Business Administration
Our Lady of Lourdes High School 2002 — 2006
Vocativ May 2013 - Present
Star Management Services LLC November 2011 - Present
Nicholas Homyk January 2009 - Present
First Investors Corporation June 2010 - August 2010
Skills
IT, Web Design, Troubleshooting, Vendor Management, Blogging, Technical Support, ITIL Implementation, Microsoft Excel, Microsoft Office, Infrastructure, Blackberry Enterprise..., PowerPoint, Servers, Windows, Data Center, Project Management, Public Speaking
Education
The College of Saint Rose 2006 — 2010
B/S, Business Administration
Our Lady of Lourdes High School 2002 — 2006
Sean Yates's First Investors Corporation Experience January 2006 - August 2007
Job
Industry Telecommunications
Experience
Dish Network July 2015 - Present
Healthcare Services Group, Inc August 2007 - July 2015
First Investors Corporation January 2006 - August 2007
Boy Scouts of America, Connecticut Rivers Council July 1999 - January 2006
Skills
Leadership, Management, Microsoft Word, Team Leadership, Team Building, Public Speaking
Education
The Citadel 1995 — 1999
BS, Business Administration
Dish Network July 2015 - Present
Healthcare Services Group, Inc August 2007 - July 2015
First Investors Corporation January 2006 - August 2007
Boy Scouts of America, Connecticut Rivers Council July 1999 - January 2006
Skills
Leadership, Management, Microsoft Word, Team Leadership, Team Building, Public Speaking
Education
The Citadel 1995 — 1999
BS, Business Administration
Justin Thursby's First Investors Corporation Experience September 2010 - July 2011
Job Operations Analyst at Travelers
Industry Insurance
Experience
Travelers May 2012 - Present
Alcatel-Lucent September 2011 - April 2012
First Investors Corporation September 2010 - July 2011
Infinity Maintenance Services, LP May 2008 - August 2008
Skills
Financial Modeling, Sarbanes-Oxley Act, Financial Planning, Business Analytics, Business Process..., Operational Efficiency, Trend Analysis, Internal Audit, Management, Microsoft Excel, SharePoint
Education
University of North Texas 2010 — 2012
Master of Business Administration (M.B.A.), Strategic Management
Texas A&M University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Travelers May 2012 - Present
Alcatel-Lucent September 2011 - April 2012
First Investors Corporation September 2010 - July 2011
Infinity Maintenance Services, LP May 2008 - August 2008
Skills
Financial Modeling, Sarbanes-Oxley Act, Financial Planning, Business Analytics, Business Process..., Operational Efficiency, Trend Analysis, Internal Audit, Management, Microsoft Excel, SharePoint
Education
University of North Texas 2010 — 2012
Master of Business Administration (M.B.A.), Strategic Management
Texas A&M University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Elise Clarke's First Investors Corporation Experience December 2010 - April 2011
Job Cash Processor at Republic Services
Industry Utilities
Experience
Republic Services May 2014 - Present
Republic Services January 2014 - April 2014
JPMorgan Chase April 2012 - December 2013
JPMorgan Chase October 2011 - April 2012
First Investors Corporation December 2010 - April 2011
Skills
Outstanding Customer..., Excellent Computer..., Organized, Time Management, Finance, Marketing, Recruiting, Loans, Credit, Mortgage Lending, Training, Teamwork, Software Documentation, Analysis, Mortgage Banking, Financial Services, Credit Analysis, Microsoft Office, Banking, Data Entry, Management, Access, Microsoft Excel, Customer Service
Education
The University of Akron 2006 — 2011
Bachelors, Finance
Republic Services May 2014 - Present
Republic Services January 2014 - April 2014
JPMorgan Chase April 2012 - December 2013
JPMorgan Chase October 2011 - April 2012
First Investors Corporation December 2010 - April 2011
Skills
Outstanding Customer..., Excellent Computer..., Organized, Time Management, Finance, Marketing, Recruiting, Loans, Credit, Mortgage Lending, Training, Teamwork, Software Documentation, Analysis, Mortgage Banking, Financial Services, Credit Analysis, Microsoft Office, Banking, Data Entry, Management, Access, Microsoft Excel, Customer Service
Education
The University of Akron 2006 — 2011
Bachelors, Finance
Nicole Croffoot's First Investors Corporation Experience May 2011 - June 2012
Job Sales Assistant at Trane
Industry Construction
Experience
Trane October 2012 - Present
Trane March 2010 - October 2012
First Investors Corporation May 2011 - June 2012
Western Allied Mechanical June 2009 - March 2011
NANNY August 2007 - June 2008
Skills
Management, Administrative..., Sales, Databases, Microsoft Office, Access, HVAC, Invoicing, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Time Management, Contract Negotiation, Project Management, Construction Management, Construction, Contract Management, Budgets
Education
Sonoma State University 2008 — 2009
Cupertino High School 2004 — 2008
De Anza Community College
Trane October 2012 - Present
Trane March 2010 - October 2012
First Investors Corporation May 2011 - June 2012
Western Allied Mechanical June 2009 - March 2011
NANNY August 2007 - June 2008
Skills
Management, Administrative..., Sales, Databases, Microsoft Office, Access, HVAC, Invoicing, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Time Management, Contract Negotiation, Project Management, Construction Management, Construction, Contract Management, Budgets
Education
Sonoma State University 2008 — 2009
Cupertino High School 2004 — 2008
De Anza Community College
Abu A Sani's First Investors Corporation Experience September 2011 - March 2012
Job Import Analyst at Dept of Labor.
Industry Financial Services
Experience
U.S. Department of Labor May 2013 - Present
Skyz Auto sales August 2008 - November 2014
First Investors Corporation September 2011 - March 2012
Skills
Fixed Annuities, Retirement Planning, Securities, Insurance, French, Spanish
Education
Texas Southern University 2005 — 2009
B.A, Economics
U.S. Department of Labor May 2013 - Present
Skyz Auto sales August 2008 - November 2014
First Investors Corporation September 2011 - March 2012
Skills
Fixed Annuities, Retirement Planning, Securities, Insurance, French, Spanish
Education
Texas Southern University 2005 — 2009
B.A, Economics
David LaFond's First Investors Corporation Experience May 2011 - November 2011
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2012 - January 2013
First Investors Corporation May 2011 - November 2011
Skills
Life Insurance, Annuities, Mutual Funds, Fixed Annuities
Education
State University of New York College at Oswego 2008 — 2011
B.S., Finance
New York Life Insurance Company July 2012 - January 2013
First Investors Corporation May 2011 - November 2011
Skills
Life Insurance, Annuities, Mutual Funds, Fixed Annuities
Education
State University of New York College at Oswego 2008 — 2011
B.S., Finance
Erin Payler's First Investors Corporation Experience August 2010 - November 2010
Job Income Maintenance Worker
Industry Human Resources
Experience
Lorain County Job and Family Services March 2014 - Present
Target July 2005 - March 2014
The University of Akron School of Music August 2007 - April 2011
First Investors Corporation August 2010 - November 2010
Skills
Training, Management, Recruiting, Human Resources, Interviews, Employee Benefits, Analysis, Personnel Management, Time Management, Leadership, Customer Service, Microsoft Office, New Hire Orientations
Education
The University of Akron 2007 — 2011
Bachelor of Science, Management
The University of Akron
Bachelor of Science (B.S.)
Lorain County Job and Family Services March 2014 - Present
Target July 2005 - March 2014
The University of Akron School of Music August 2007 - April 2011
First Investors Corporation August 2010 - November 2010
Skills
Training, Management, Recruiting, Human Resources, Interviews, Employee Benefits, Analysis, Personnel Management, Time Management, Leadership, Customer Service, Microsoft Office, New Hire Orientations
Education
The University of Akron 2007 — 2011
Bachelor of Science, Management
The University of Akron
Bachelor of Science (B.S.)
Martin Qemo's First Investors Corporation Experience September 2011 - Present
Job Registered Representative at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation September 2011 - Present
Education
SUNY Potsdam 2006 — 2010
Mathematics
First Investors Corporation September 2011 - Present
Education
SUNY Potsdam 2006 — 2010
Mathematics
Brenda Iwuagwu's First Investors Corporation Experience 2003 - 2003
Job Attorney Advisor Office of Disability Adjudication and Review at Social Security Administration
Industry Law Practice
Experience
Social Security Administration June 2012 - Present
Signature Contracting Services LLC January 2012 - June 2012
Jim S. Adler & Associates May 2010 - January 2012
Allstate Insurance January 2010 - May 2010
Encompass Insurance July 2003 - December 2009
First Investors Corporation 2003 - 2003
Skills
Property & Casualty..., Personal Injury..., Compliance, Litigation, Series 6, series 63, Adjusting, Auto Liability, General Liability, Personal Injury, Personality, Managerial Experience, Internal Audit, Insurance Claims, Claims Management, Mediation, Depositions, Premises Liability, Excel, PowerPoint, Microsoft Office, Customer Service, Coaching, Public Speaking, Legal Research, Legal Writing, Insurance, Negotiation, Teamwork, Legal Liability, Management, Liability, Workers Compensation
Education
Southern Methodist University Dedman School of Law 2005 — 2009
Juris Doctorate, Law
University of North Texas 2000 — 2002
Bachelor of Science, Biology
Texas Academy of Math and Science 1998 — 2000
Diploma, High School
Social Security Administration June 2012 - Present
Signature Contracting Services LLC January 2012 - June 2012
Jim S. Adler & Associates May 2010 - January 2012
Allstate Insurance January 2010 - May 2010
Encompass Insurance July 2003 - December 2009
First Investors Corporation 2003 - 2003
Skills
Property & Casualty..., Personal Injury..., Compliance, Litigation, Series 6, series 63, Adjusting, Auto Liability, General Liability, Personal Injury, Personality, Managerial Experience, Internal Audit, Insurance Claims, Claims Management, Mediation, Depositions, Premises Liability, Excel, PowerPoint, Microsoft Office, Customer Service, Coaching, Public Speaking, Legal Research, Legal Writing, Insurance, Negotiation, Teamwork, Legal Liability, Management, Liability, Workers Compensation
Education
Southern Methodist University Dedman School of Law 2005 — 2009
Juris Doctorate, Law
University of North Texas 2000 — 2002
Bachelor of Science, Biology
Texas Academy of Math and Science 1998 — 2000
Diploma, High School
Adrien Beaudet's First Investors Corporation Experience October 2011 - Present
Job Financial Services Representative at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation October 2011 - Present
Education
SUNY Plattsburgh
Bachelor of Science, Management
First Investors Corporation October 2011 - Present
Education
SUNY Plattsburgh
Bachelor of Science, Management
Jay Saenz's First Investors Corporation Experience January 1989 - January 1990
Job
Industry Construction
Experience
Global Pump February 2015 - Present
Lance Rental January 2014 - February 2015
Godwin Pumps- Xylem Dewatering Solutions January 2004 - January 2014
Farmer Foundation Drilling Lc January 2000 - January 2004
D.A.T.E. Construction Co., Inc. January 2000 - January 2000
Dr. Pepper Bottling Co January 1997 - January 2000
Eckerd Corporation January 1990 - January 1997
First Investors Corporation January 1989 - January 1990
Trees Incorporated January 1989 - January 1990
Bremer Inc. January 1988 - January 1989
Skills
Negotiation, Sales Management, Key Account Management, Purchasing, Sales, Contract Negotiation, New Business Development, Engineering, Budgets, Construction, Operations Management, Team Building
Education
Texas A&M University 1983 — 1988
Bachelor's degree, Agriculture, Agriculture Operations, and Related Sciences
Global Pump February 2015 - Present
Lance Rental January 2014 - February 2015
Godwin Pumps- Xylem Dewatering Solutions January 2004 - January 2014
Farmer Foundation Drilling Lc January 2000 - January 2004
D.A.T.E. Construction Co., Inc. January 2000 - January 2000
Dr. Pepper Bottling Co January 1997 - January 2000
Eckerd Corporation January 1990 - January 1997
First Investors Corporation January 1989 - January 1990
Trees Incorporated January 1989 - January 1990
Bremer Inc. January 1988 - January 1989
Skills
Negotiation, Sales Management, Key Account Management, Purchasing, Sales, Contract Negotiation, New Business Development, Engineering, Budgets, Construction, Operations Management, Team Building
Education
Texas A&M University 1983 — 1988
Bachelor's degree, Agriculture, Agriculture Operations, and Related Sciences