First Investors Corporation
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First Investors Corporation Employees
Global Equity Finance NMLS ID #13116 March 2015 - Present
Global Equity Finance Inc. December 2014 - March 2015
e5 Solutions Group August 2014 - October 2014
Sutter Community Bank April 2013 - August 2013
MedImpact July 2012 - February 2013
Union Bank June 2011 - April 2012
LPL Financial December 2010 - January 2011
Bank of America May 2010 - December 2010
Cbeyond August 2009 - October 2009
First Investors Corporation April 2009 - July 2009
Skills
Accounts Receivable, Financial Analysis, Microsoft Excel, Accounting, Management, Training, Sales, Auditing, Customer Service, Customer Satisfaction, Teamwork, Leadership, Time Management, Marketing, Public Speaking, PowerPoint, Organizational..., Operational Efficiency, Business Loans, Credit Analysis, Problem Solving, Pivot Tables, V Lookups, Data Analysis, Marketing Strategy
Education
University of Colorado at Denver 2013 — 2014
Master of Business Administration (M.B.A.)
University of California, San Diego 2011 — 2012
Certificate, Accounting
University of California, San Diego 2004 — 2009
BS/BA, Biology / Economics
Checkpoint Surgical March 2015 - Present
Stryker Sports Medicine March 2014 - July 2014
Pivot Medical June 2013 - March 2014
DJO Surgical October 2012 - May 2013
Smith and Nephew Endoscopy March 2006 - October 2012
First Investors Corporation 1999 - December 2003
Skills
Hip Arthroscopy, Sports Medicine, Capital, Medical Devices, Orthopedic, Clinical Research, Surgeons, Sales Operations, Product Launch, Medicine, Market Development, Biologics
Education
University of Central Florida 1996 — 2000
B.A., Philosophy
Forest Lake Academy 1992 — 1996
MassMutual Financial Group July 2014 - Present
MassMutual Financial Group November 2013 - July 2014
MassMutual Financial Group June 2013 - November 2013
U-Haul International, Inc. May 2010 - April 2013
First Investors Corporation June 2012 - August 2012
Skills
Time Management, Customer Service, Customer Satisfaction, Insurance, Sales, Financial Services, Teamwork, Long Term Care Insurance, Disability Insurance
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Science in Business Administration, Finance
Signature Estate & Investment Advisors, LLC April 2015 - Present
Northwestern Mutual January 2012 - March 2015
First Investors Corporation September 2011 - December 2011
JBT FoodTech July 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Marketing, Strategic Financial..., Research, Event Planning, SPSS, Social Media, Access, Data Analysis, Time Management, Leadership, Outlook, Social Networking, Analysis, Financial Planning
Education
UC Riverside 2008 — 2012
Bachelor of Science (B.S.), Marketing/Finance
Notre Dame High School 2004 — 2008
Kaneski Associates Financial & Insurance Services August 2013 - Present
Rose Poet November 2010 - Present
New York Life Insurance Company November 2011 - August 2013
First Investors Corporation July 2011 - October 2011
Mrs. Sherrie Reed April 2011 - September 2011
All About Children January 2011 - September 2011
Starbucks January 2011 - July 2011
Wildcat Lounge March 2009 - November 2010
Nordstrom December 2007 - July 2009
Starbucks May 2004 - September 2006
Skills
Insurance, Retirement Planning, Annuities, Mutual Funds, College Savings Plans, Roth IRA, 401k Rollovers, Protection, Estate Planning, Fixed Annuities, Sales, Small Business, Investments, IRAs, Health Insurance, Time Management, Life Insurance, Strategic Financial..., Money, Financial Services, Whole Life, Financial Advisory, Leadership, Securities, Accounting, Loans, 401k, Mortgage Lending, Financial Planners, Variable Annuities, Retirement, Customer Service, Finance, Wealth Management, Long Term Care Insurance, Long-term Care, Personal Finance, Banking, Business, Credit, Wealth Accumulation, Series 63, Term Life Insurance, Employee Benefits, Wealth, Portfolio Management, Teamwork, Data Entry, Asset Management, Financial Analysis
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, Feminist Studies
Davis Senior High School 2003 — 2006
The Advisory Board Company September 2013 - Present
Sisters of Charity of Leavenworth Health System September 2012 - September 2013
University of Kentucky College of Public Health January 2011 - May 2012
Kosair Children's Hospital (Norton Healthcare) May 2011 - August 2011
American College of Healthcare Executives March 2011 - March 2011
First Investors Corporation May 2009 - August 2009
Skills
Healthcare Management, Public Speaking, Data Analysis, PowerPoint, Microsoft Excel, Healthcare, Microsoft Office, Microsoft Word, Leadership, Customer Service, Strategic Planning, Research, Process Improvement, Hospitals, Fundraising, Healthcare Information..., Nonprofits, Clinical Research, HIPAA, Access, Greek Life
Education
University of Kentucky 2010 — 2012
MHA, Health Administration
University of Kentucky 2006 — 2010
BBA, Finance
J.M. Atherton High School 2002 — 2006
W.W. Grainger January 2015 - Present
W.W. Grainger July 2013 - December 2014
W.W. Grainger July 2011 - June 2013
D'Agostino's May 2010 - July 2011
Champps Americana May 2008 - December 2009
First Investors Corporation May 2009 - July 2009
Washington Mutual Bank June 2005 - August 2007
Skills
Finance, Training, Auditing, Customer Service, Forecasting, Sales, Banking, Leadership, Cash Management, Process Improvement, Marketing, Payroll, Analysis, Budgets
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science - Finance, Spanish Minor
CEGRI 2009 — 2009
Spanish
Niles West High School
TubeMogul, Inc. March 2015 - Present
TubeMogul, Inc. July 2013 - Present
TubeMogul, Inc. March 2013 - July 2013
Spark Communications 2011 - March 2013
Spark Communications August 2009 - October 2011
Starcom MediaVest Group May 2008 - August 2008
First Investors Corporation May 2008 - August 2008
Skills
comScore, Social Media, Media Planning, Media Buying, Digital Media, Advertising, Digital Strategy, Integrated Marketing, Online Advertising, SEM, Market Research, Digital Marketing, Mobile Advertising, Interactive Marketing, DoubleClick, Media Strategy, Mobile Marketing
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science, Psychology
Stress Engineering Services, Inc. August 2014 - Present
The Reynolds and Reynolds Company June 2012 - July 2014
First Investors Corporation January 2012 - June 2012
Chasesource LP August 2011 - December 2011
Burson-Marsteller June 2011 - August 2011
MSC OPAS August 2008 - May 2010
Skills
Job Analysis, Recruitment/Retention, Organizational..., Microsoft Office, SPSS, Human Resources, Public Speaking, Recruiting, Leadership, Networking, Research, Customer Service
Education
University of Houston-Clear Lake 2010 — 2012
Masters, Industrial Organizational Psychology
Texas A&M University, College 2006 — 2010
Bachelor of Science, Psychology
high school
MassMutual Financial Group September 2014 - Present
Sleepy's, The Mattress Professionals June 2011 - September 2014
Hartford Hospital January 2011 - May 2011
First Investors Corporation September 2009 - May 2011
Skills
Human Resources, Employee Relations, New Hire Orientations, Time Management, Event Planning, Performance Appraisal, Onboarding, Talent Management, Employee Engagement, Employee Benefits, Interviews, Training, Project Planning, Recruiting, Leadership, Teamwork, College Recruiting
Education
The University of Connecticut 2007 — 2011
BA, Psychology
Tolland High School 2003 — 2007
J.P. Morgan Communication AdministratorVanguardDecember 2011 - June 2015
Vanguard November 2010 - December 2011
First Investors Corporation July 2010 - November 2010
Skills
Leadership, Project Management, Process Improvement, Strategic Planning, Financial Analysis, Marketing, Social Media Marketing, Business Analysis, Market Research, PowerPoint, Microsoft Excel, Account Management, Team Leadership
Education
University of Arizona, Eller College of Management 2013 — 2014
Master of Business Administration (MBA), Marketing
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Northern Trust Corporation November 2014 - Present
Northern Trust Corporation August 2013 - October 2014
Northern Trust Corporation June 2012 - August 2012
First Investors Corporation May 2011 - August 2011
Skills
Financial Analysis, Wealth Management, Microsoft Excel
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics
Cary-Grove High School 2005 — 2009
Thielen Capital Corporation February 2014 - Present
Summit Portfolio Management December 2013 - 2013
Pathways Financial Partners June 2003 - November 2011
First Investors Corporation April 2002 - May 2003
Skills
Asset Management, Investment Analysis, Retirement Plan..., Portfolio Modeling, Retirement Projections, Asset Managment, Portfolio Management, Retirement, Small Business, Finance, Wealth Management
Education
University of Arizona 2000 — 2002
BA, Political Science minor Business
Loyola High School 1993 — 1997
OMD USA February 2015 - Present
Saatchi & Saatchi LA August 2013 - January 2015
Deutsch September 2012 - August 2013
Deutsch April 2011 - September 2012
Deutsch September 2010 - April 2011
First Investors Corporation September 2009 - January 2010
Deutsch June 2008 - September 2008
Skills
Digital Media, Digital Media Planning, Media Planning, Social Media, Social Media Marketing, Marketing Strategy, DoubleClick, comScore, MRI, Digital Photography, Lightroom, Photoshop, Media Buying, Digital Marketing, SEM, Integrated Marketing, Display Advertising, Ad Serving, Rich Media
Education
University of California, Riverside 2006 — 2010
BS Business Administration, Financial Economics
The WELL for Women Entrepreneurs October 2012 - Present
BlueKey Business Brokerage M&A December 2001 - Present
Sheraton Hotels 1988 - 1996
First Investors Corporation July 1987 - July 1988
Skills
Small Business, Business Valuation, Business Brokerage, Public Speaking, Entrepreneurship, Start-ups, Mergers, Marketing, Coaching, Business, Business Strategy, Contract Negotiation, Leadership, Leadership Development, Consulting, Executive Coaching, New Business Development, Strategic Planning, Team Building
Education
University of California, Davis 1983 — 1987
B. A.
University of California, Davis 1983 — 1987
B. A.
BNY Mellon May 2015 - Present
BNY Mellon February 2014 - February 2015
University of Houston August 2011 - December 2013
First Investors Corporation December 2009 - October 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Analysis, Financial Modeling, Analysis, Leadership, Outlook, Accounting
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
MBA, Finance, 3.5/4.0
University of Houston, C.T. Bauer College of Business 2007 — 2009
BBA, Finance, 3.2/4.0
Calamos Investments February 2014 - Present
Calamos Investments December 2010 - January 2014
Calamos Investments February 2010 - December 2010
First Investors Corporation November 2009 - February 2010
Skills
Series 7, Series 6, Series 63, CAIA
Education
University of Illinois at Urbana-Champaign
Human Nutrition
E*TRADE Financial Corporation March 2015 - Present
University of Houston-Clear Lake July 2011 - Present
The City of Houston Mayor's Anti-Gang Office January 2011 - Present
Waddell & Reed May 2014 - December 2014
United Way of Greater Houston October 2009 - July 2014
First Investors Corporation February 2008 - May 2014
Moody National Bank April 2003 - April 2007
EZ Pawn August 2000 - January 2003
Education
University of Houston-Clear Lake 2004 — 2007
Bachelor of Business Administration (BBA)
Deloitte August 2015 - Present
Deloitte July 2013 - Present
Phi Sigma Pi National Honor Fraternity January 2012 - May 2012
First Investors Corporation February 2012 - April 2012
TGG Accounting November 2010 - April 2011
Skills
QuickBooks, Microsoft Excel, Social Media, Facebook, Public Speaking, Analysis, Microsoft Office, Data Analysis, Social Media Marketing, Training, Analytics, Leadership, Accounting, Community Outreach, Technology Risk, IT Audit
Education
University of California, San Diego 2008 — 2012
B.A., International Studies: Economics, Accounting
Walnut High School 2004 — 2008
Morton Private Wealth Strategies, Inc. an Independent firm of Raymond James Financial , Inc. October 2012 - Present
First Investors April 1985 - September 2012
Kaneland WINS 2007 - 2011
First Investors Corporation May 2006 - April 2008
First Investors Corporation August 2006 - December 2007
Bay Bank Valley 1979 - 1985
Lechmere 1977 - 1983
Education
The American College 1992 — 2001
ChFC, Finance and Insurance
Western New England University 1980 — 1983
Bachelor of Science (BS), Finance, General
University of Hartford 1979 — 1980
Math, Finance
Ludlow High School 1975 — 1979
The Dannon Company March 2015 - Present
The Dannon Company February 2014 - March 2015
Coca-Cola Refreshments August 2011 - February 2014
Sherwin-Williams Paints June 2009 - July 2011
Women in Business Club June 2009 - June 2011
Muscular Dystrophy Association April 2011 - May 2011
University of Oregon January 2011 - March 2011
Sherwin-Williams Paints, Tualatin June 2009 - September 2010
Council for Inter-Club Coordination June 2009 - June 2010
First Investors Corporation 2010 - 2010
Skills
Sales, Networking, Newsletters, Logistics, Proposal Writing, Press Releases, Customer Service, PowerPoint, Microsoft Excel, Event Planning, Microsoft Office, Microsoft Word, Team-oriented, Leadership, Time Management, People Skills, Strategy, Training, Management, Social Networking, Teamwork
Education
Lundquist College of Business Honors Program, University of Oregon 2010 — 2011
Bachelor of Arts, Business Administration
University of Oregon - Charles H. Lundquist College of Business 2009 — 2011
Bachelor of Arts, Business Administration
University of Oregon 2007 — 2011
Bachelor of Arts, Business Administration
Universidad de Sevilla 2010 — 2010
Ajilon March 2013 - Present
Ajilon June 2009 - March 2013
Robert Half International September 2008 - March 2009
First Investors Corporation May 2007 - June 2008
Skills
Recruiting, Talent Management, Human Resources, Interviews, Technical Recruiting, Deferred Compensation, HRIS, Benefits Administration, Hiring, Succession Planning, Talent Acquisition, Management, Leadership, Temporary Staffing, Personnel Management, Staff Augmentation, Employee Relations, Organizational..., Employee Benefits, Sourcing, Business Strategy, Change Management, Hiring Trends, Contract Recruitment, Workforce Planning, Executive Search, Permanent Placement, Performance Management, Recruitment/Retention, Behavioral Interviewing, Compensation, Interview Preparation
Education
The University of Texas at San Antonio 2002 — 2006
BBA, Finance
Deer Park High School
First Investors Corporation August 2007 - Present
Education
University of Connecticut 2002 — 2006
BA, Economics
Persado April 2015 - Present
Indeed.com January 2014 - March 2015
Experian Marketing Services May 2012 - December 2013
Experian Hitwise January 2012 - May 2012
Experian Hitwise July 2010 - December 2011
Military Sealift Command September 2009 - July 2010
University Directories October 2008 - April 2009
Night Agency June 2008 - August 2008
First Investors Corporation June 2007 - August 2007
Skills
Market Research, Digital Strategy, Sales Support, Account Management, Competitive Intelligence, Internet Strategy, Internet Research, Search Marketing, SEO, SEM, Affiliate Marketing, Digital Consulting, Online Advertising, Online Audience..., Demographic and..., Global Market Research, Offline Market Research, Simmons Market Research, Google Adwords, Presentation Skills
Education
University of Delaware 2005 — 2009
Bachelor of Arts, Economics
West Morris Central High School 2001 — 2005
BDO USA, LLP September 2014 - Present
Pattillo Brown & Hill L.L.P January 2014 - April 2014
Service Corporation International May 2013 - August 2013
University of Houston January 2013 - May 2013
InterContinental Hotels Group - Candlewood Suites August 2011 - May 2013
First Investors Corporation January 2011 - May 2011
Skills
Microsoft Excel, Auditing, Accounting, Financial Reporting, Microsoft Word, Financial Statement..., QuickBooks, PowerPoint, Outlook, Finance, Financial Accounting, Account Reconciliation, Microsoft Office, Customer Service, Access, Peachtree, Accounts Payable, Microsoft Dynamics, Microsoft Visio, Visio, Data Entry, Payroll, Internal Controls, Internal Audit
Education
University of Houston 2008 — 2013
Accounting
TD Bank March 2008 - Present
Citizens Bank 2005 - 2007
First Investors Corporation November 2004 - 2005
Union Savings Bank September 2001 - November 2004
Skills
Small Business Lending, Consumer Lending, Retail Banking, Loans, Mortgage Banking, Loan Origination, Credit, Mortgage Lending, Banking, Credit Analysis
Education
State University of New York at Albany
Bachelor of Arts, Anthropology and Psychology
Horizon Tire Inc April 2013 - Present
Allen Austin Global Executive Search October 2012 - April 2013
First Investors Corporation January 2012 - April 2012
China Construction Bank November 2010 - January 2011
Skills
Dreamweaver, Photoshop, Insurance, Corporate Finance, Mandarin, Fluent English, Singing, Dance, Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Finance, Financial Analysis, Outlook, Time Management, Financial Modeling, QuickBooks
Education
University of Houston 2011 — 2013
Master of Science (M.S.), Finance, 3.4
Guangxi University of Finance and Economics (GUFE) 2007 — 2011
Bachelor of Science, Finance, 3.61
Tianjin University of Finance and Economics 2009 — 2011
BS, Finance
First Republic Investment Management June 2013 - Present
San Francisco Bay Area Agency-MassMutual Financial Group September 2012 - June 2013
First Investors Corporation March 2012 - June 2012
Walnut Acres Daycare Center June 2004 - September 2011
Skills
Event Planning, Customer Service, Retirement Planning, PowerPoint, Life Insurance, Spanish, Social Networking, Public Speaking
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (BA), Global Economics
University of Barcelona 2011 — 2011
Spirit of Entrepreneurship Foundation 2015 - Present
Montecito Bank & Trust 2006 - Present
Los Padres Bank 2004 - 2006
First Investors Corporation 2001 - 2004
Skills
Banking, Credit, Loans, Commercial Lending, Financial Analysis, Credit Analysis, Strategic Planning
Education
University of California, San Diego 2000 — 2004
Bachelor of Science, Business Management
LiquidHub February 2013 - Present
Redkite, LLC (acquired by LiquidHub) February 2013 - March 2015
Paymentwall, Inc. May 2012 - October 2012
First Investors Corporation January 2012 - May 2012
Redwood City Education Foundation January 2012 - May 2012
Career Group Inc. August 2011 - May 2012
Peet's Coffee & Tea June 2006 - January 2011
Skills
Outlook, PowerPoint, Word, Excel, Microsoft Office, Microsoft Excel, Social Networking, Marketing, Salesforce.com, Leadership, Program Management, Microsoft Word, Editing, Event Planning, Spanish, Sales, Customer Service, CRM, Management
Education
University of California, Santa Barbara 2007 — 2011
BA, Global and International Studies, 3.4
Universitat Autònoma de Barcelona 2009 — 2010
Bachelor of Arts (B.A.), Global and International Studies
Active International May 2014 - Present
WestwoodOne (formerly Dial Global) August 2013 - May 2014
Dial Global November 2012 - August 2013
Dial Global July 2012 - November 2012
First Investors Corporation July 2007 - July 2012
Albany Broadcasting Company 2006 - 2007
Skills
Recruiting, Outlook, Marketing, Sales, Customer Service, Microsoft Office, College Recruiting, Employee Relations, Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Management, Sales Management, Marketing Communications, Social Networking
Education
University at Albany, SUNY 2003 — 2007
Bachelor of Arts, Communications
Catholic Relief Services March 2014 - Present
Northwestern Mutual Financial Network October 2012 - January 2014
Retriever Aquatic Club/Maryland Masters September 2009 - August 2013
First Investors Corporation October 2011 - September 2012
Skills
Life Insurance, Investments, Term Life Insurance, Retirement Savings, Business Planning, Tax, Community Outreach, Estate Planning, Strategic Financial..., Insurance
Education
University of Baltimore School of Law 2008 — 2011
Doctor of Law (J.D.), Estate Planning
University of Maryland Baltimore County 2004 — 2008
Bachelor's degree, Political Science and Government and American Studies
Eton Park Capital Management, L.P. September 2014 - Present
HedgeServ Corp February 2012 - August 2014
First Investors Corporation September 2011 - February 2012
Deutsche Bank January 2010 - February 2010
Sidoti & Company, LLC June 2009 - August 2009
Skills
Bloomberg, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, SunGard Front Arena, Sunguard
Education
Investment Banking Institute
Financial Modeling and Valuation Training Program
Loyola University of Maryland 2007 — 2011
BA, Finance
University of Auckland 2010 — 2010
Business
ASI™ March 2012 - Present
First Investors Corporation August 2011 - December 2011
Kelly Services February 2011 - June 2011
Carle Foundation Hospital October 2007 - July 2010
Rewards Network May 2007 - September 2007
Skills
Customer Service, Insurance, Leadership, Risk Management, Sales
Education
Argosy University Sarasota 2008 — 2011
MBA, Business Administration/Marketing
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Media Studies/Communications
Intel Corporation January 2014 - Present
Intel Corporation February 2012 - January 2014
First Investors Corporation June 2011 - August 2011
Mount Lemmon SkyCenter, The University of Arizona May 2009 - May 2011
Skills
Finance, Financial Analysis, Process Improvement, SAP, Microsoft Excel
Education
University of Arizona, Eller College of Management 2007 — 2011
Bachelors, Finance
Atlantic Trust October 2014 - Present
Word of Mouth Marketing Association August 2013 - October 2014
ePrize March 2013 - August 2013
First Investors Corporation July 2010 - March 2013
Skills
New Business Development, Strategy, Relationship Management, CRM, Management, Sales, Microsoft Office, Investments, Strategic Planning, Financial Analysis, 403 b, Series 6, Strategic Financial..., Social Networking, Retirement Planning
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A, Mangagement
Stevenson
LivingSocial April 2015 - Present
LivingSocial July 2014 - April 2015
LivingSocial October 2013 - July 2014
Rustic Pathways May 2013 - September 2013
PublicRelay November 2011 - June 2013
First Investors Corporation September 2011 - November 2011
Rustic Pathways May 2011 - August 2011
College of William and Mary September 2008 - May 2011
Skills
Leadership, Social Media, Media Monitoring, Salesforce.com, Microsoft Excel, Public Relations, Sales Operations, Account Management, Outdoor Education, Online Research, Marketing Strategy, Spanish, Event Planning, Outdoor Recreation, Corporate Communications, PowerPoint, Microsoft Office, Factiva, Sales, Social Networking, Inventory Management, Research, Public Speaking, Market Planning, Pardot, Lead Generation, B2B Marketing Strategy, Email Marketing, Marketing Automation
Education
The College of William and Mary 2007 — 2011
Bachelor of Arts, International Relations, Business Marketing
Universidad Pablo de Olavide
Study Abroad: 5 month Spanish immersion program
Ensco plc July 2013 - Present
Skylla Engineering November 2012 - July 2013
Skylla Engineering March 2011 - November 2012
IFCO Systems July 2009 - March 2011
First Investors Corporation April 2009 - May 2009
Skills
Human Resources, Human Resource..., EEOC, Organizational..., Employee Benefits, HRIS, Onboarding, Employee Engagement, Customer Service, Benefits Administration, Leadership Development, Microsoft Office, Organizational..., PowerPoint, FMLA, Hiring, Deferred Compensation, Job Fairs, Employee Relations, College Recruiting, New Hire Orientations, Applicant Tracking..., Employee Training, HR Policies, Interviews, Training, Taleo, Personnel Management, PeopleSoft, Workforce Planning, Job Descriptions, DoD, Employee Handbooks, Temporary Placement, Succession Planning, Compensation & Benefit, SPHR, ADP Payroll, Career Development, Employee Recognition, I-9 Compliance, Internet Recruiting, Job Analysis, Labor Relations, Performance Appraisal, Performance Management, Recruiting, Talent Acquisition, Talent Management, Union Avoidance
Education
University of Houston
B.A., Interpersonal Communications, Psychology Minor
Edmonds Community College August 2013 - Present
Seattle April 2013 - Present
University of Pittsburgh September 2010 - December 2012
First Investors Corporation January 2008 - July 2010
Random House May 2006 - January 2008
Alumni Association of the University of Michigan January 2007 - May 2007
Prime Research October 2005 - April 2006
W.W. Norton May 2005 - August 2005
Skills
Blogging, Creative Writing, Writing, Editing, Social Media, Press Releases, Copy Editing, Teaching, Public Relations, Publishing, Marketing, Higher Education, Curriculum Design, Composition, Fiction Writing, Workshop Facilitation, Instructional Technology, Spanish, Publicity, Newsletters, Nonprofits, Tutoring, Proofreading
Education
University of Michigan 2002 — 2006
BA
University of Pittsburgh 2010 — 2013
MFA
Centro Granadí de Español 2004 — 2004
Universidad de Granada 2004 — 2004
Reflektion July 2014 - Present
SLI Systems July 2012 - July 2014
Alliance to Save Energy September 2011 - May 2012
First Investors Corporation January 2012 - March 2012
LGV media Inc. September 2009 - September 2010
Skills
Product Management, E-commerce, Salesforce.com, SEO, SaaS, Customer Relations, Project Implementation, Start-ups, Competitive Analysis, Online Marketing, Advertising, Leadership, Strategy, User Experience, Customer Satisfaction, Google Analytics, Management, Analytics, Account Management, Project Management
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts, Business Management Economics
MetLife Premier Client Group September 2013 - Present
First Investors Corporation September 2001 - September 2013
Education
State University of New York at Albany 1997 — 2001
Bachelors
Morgan Stanley March 2015 - Present
UBS February 2012 - March 2015
Colorado Avalanche Hockey Team August 2010 - December 2010
University of Colorado Athletic Department September 2007 - December 2010
First Investors Corporation June 2010 - August 2010
University Of Colorado Interfraternity Council November 2008 - November 2009
Zeta Beta Tau October 2007 - October 2008
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Business Adminstration, Finance
Reseda High School 2002 — 2006
High School Diploma
TRITIS Wealth Management, LLC. (Securities through LPL Financial) April 2009 - Present
First Investors Corporation January 2003 - April 2009
Skills
Wealth Management, Securities, Retirement Planning, 401k, Retirement, Investments, Strategic Financial..., Employee Benefits, Estate Planning, Series 7, Financial Services, Wealth Management..., Risk Management, Succession Planning, Fixed Annuities, Investment Advisory, Long-term Care, Pensions, Mutual Funds, Asset Allocation, IRAs, Management
Education
University of Houston 1997 — 2002
Finance, Economics
Restoration Hardware May 2015 - Present
Udaya Entertainment September 2013 - Present
AllStride April 2013 - April 2014
Gardena High School 2013 - 2013
Restoration Hardware - Contract July 2011 - December 2011
First Investors Corporation September 2009 - September 2010
Convergence of Global Innovators January 2008 - April 2008
Ocean Magazine September 2007 - December 2007
Zing PR June 2007 - December 2007
Merrill Lynch June 2006 - August 2006
Skills
Website Development, Sales Management, Project Execution, Project Management, Social Media, Health Education, Nutritional Counseling, Wellness Coaching, Entrepreneurship, Fitness Consulting, Social Networking, Blogging, Facebook, Training, Advertising, Management, Customer Service, Sales
Education
University of California, Santa Barbara 2005 — 2009
Bachelors, Communication
Institute for Integrative Nutrition
Phillips 66 2015 - Present
Caterpillar Logistics Services, Inc. January 2012 - February 2015
APICS UH Chapter May 2011 - December 2011
Target June 2011 - August 2011
EXPRESS October 2008 - May 2011
First Investors Corporation September 2010 - November 2010
United Parcel Service June 2007 - November 2007
Skills
Logistics Management, Logistics, Supply Chain Management, Time Management, Supply Chain..., Purchasing, Human Resources, Recruiting, Microsoft Excel, Sales, Inventory Management, Supply Chain, Continuous Improvement, Strategic Sourcing, SAP, Operations Management, Process Improvement, Procurement, Forecasting, Warehousing, Six Sigma
Education
University of Houston 2008 — 2011
Bachelor of Business Administration, Supply Chain Management
University of Houston, C.T. Bauer College of Business 2008 — 2011
Bachelor of Business Administration, Supply Chain Mangement
Alchemy Financial Group October 2009 - Present
First Investors Corporation March 1999 - October 2009
Skills
Retirement Planning, Investments, Securities, Financial Services, Insurance, Asset Allocation, Finance, Risk Management, Wealth, FINRA, Financial Planners, Long-term Care
Education
University of Illinois at Urbana-Champaign 1994 — 1998
BA, Economics
Lindley Investment Strategies, Inc. 2008 - Present
First Investors Corporation 2002 - 2007
Skills
Investments, Retirement Planning, Estate Planning, Fixed Annuities, Retirement, Insurance, Finance, Financial Modeling, Public Speaking, Securities, Life Insurance, FINRA, Financial Services, Strategic Financial..., Financial Analysis, Small Business, Options, 401k, Mortgage Lending, Budgets
Education
University of California, Santa Barbara 1995 — 1999
University of Maryland August 2015 - Present
PricewaterhouseCoopers June 2015 - August 2015
Morgan Stanley September 2014 - December 2014
First Investors Corporation June 2014 - August 2014
GXS October 2011 - July 2012
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Corporate Finance, Social Media
Education
University of Maryland College Park 2012 — 2016
Bachelor of Science (B.S.), Finance & International Business
American Express May 2014 - Present
Time Warner Cable Media February 2013 - May 2014
EAGiL Financial Group, LLC and EAGiL Life Settlements, LLC December 2011 - February 2013
Genoese & Associates, P.A. January 2011 - May 2011
Computer Aid, Inc. January 2010 - May 2011
First Investors Corporation June 2010 - August 2010
UBS July 2008 - July 2008
Skills
Microsoft Excel, Microsoft Office, SQL, VBA, Microsoft Dynamics, Microsoft CRM, MicroStrategy Reporting, Budget Process, Corporate FP&A, Forecasting, PeopleSoft, Visual Basic
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelors of Science, Finance and Managment Information Systems
First Investors August 2013 - October 2014
ING 2006 - February 2013
First Investors Corporation January 2003 - February 2006
Ann Taylor Retail 2005 - 2006
Filene's 1997 - 2003
Skills
Sales, Retail, Microsoft Excel, Customer Service, Strategic Planning, Team Building, Insurance, Marketing, Leadership, Coaching, Forecasting, Series 63, Strategic Financial..., Recruiting, PowerPoint, Asset Allocation, Microsoft Office, Account Management, Sales Management, Series 6, Series 26
Education
Trinity College-Hartford 1992 — 1996
BA, International politics and history
Memorial Hermann Hospice April 2013 - Present
Houston Sports & Social Club August 2012 - May 2013
Heart to Heart Hospice South Office September 2012 - April 2013
First Investors Corporation December 2011 - August 2012
DRD Group/ Ronnie Boyd & Associates January 2011 - June 2012
First Investors Financial Services September 2011 - November 2011
Kim Terry Studio October 2010 - October 2011
Wison Floating Systems, Inc. May 2011 - August 2011
UH Purchasing Department April 2009 - January 2011
Burnett Staffing Specialists / Choice Staffing Services August 2010 - December 2010
Skills
PeopleSoft, Access, PowerPoint, Outlook, Operating Systems, Microsoft Excel, Recruiting, College Recruiting, Resume Writing, Customer Service, Management, Time Management, Leadership, Interviews, Coaching, Human Resources, Social Media
Education
University of Houston 2007 — 2012
Bachelor of Science, Organizational Leadership & Supervision
First Investors Corporation June 2011 - Present
University of Kentucky May 2011 - Present
University of Kentucky March 2011 - Present
Natural Energy Utility Corporation June 2006 - August 2010
Education
University of Kentucky 2009 — 2013
United Coastal Aggregate Haulers RPG January 2012 - Present
SLB Insurance Group of Louisiana April 2010 - Present
Strickland General Agency June 2002 - May 2010
Insurance Marketing Services, Inc January 1999 - May 2002
First Investors Corporation 1999 - 2001
A long time ago 1999 - 2000
Skills
Transportation, Commercial Insurance, Casualty, Underwriting, Property & Casualty..., General Liability, Excess, Umbrella, Brokers, Commercial Lines, Workers Compensation, Professional Liability, Insurance, General Insurance, Inland Marine, Liability, Risk Management, Product Liability, Employment Practices..., Risk Mitigation, Umbrella Insurance, Legal Liability, Reinsurance, D&O, Liability Analysis, Claims Management, Claim, Casualty Insurance
Education
University of New Orleans 2003 — 2004
MBA, Finance
Tulane University 1995 — 1999
BSM, Management / Psychology
Flowing Wells 1992 — 1995
Advanced Studies
Party Time Rental and Events December 2005 - Present
Little Rock Regional Chamber of Commerce 2005 - Present
Executive Networking Organization 2006 - 2010
Merrill Lynch October 1996 - December 2005
First Investors Corporation October 1981 - October 1996
Skills
Event Management, Team Building, Time Management, Event Planning, Public Relations, Fundraising, Public Speaking, Trade Shows, Marketing, Social Media, Strategic Planning, Nonprofits, Sales Management, Management, Customer Service, Entrepreneurship, Corporate Events, Small Business, Sales, Advertising, Social Media Marketing, Leadership, Marketing Communications, Hospitality, Media Relations, Volunteer Management, Social Networking, Account Management, B2B, Negotiation, Online Marketing, Budgets, Marketing Strategy, Email Marketing, Hotels, Sponsorship, Facebook, Selling, Online Advertising, Advertising Sales, Direct Marketing, Newsletters, Wedding Planning, Meeting Planning, Press Releases, Fundraisers, Parties, Entertainment, Grant Writing
Education
University of Delaware
FedEx Express May 2013 - Present
First Investors Corporation March 2011 - March 2013
FedEx Office March 2010 - March 2011
Skills
Investments, 401k, Financial Analysis, Retirement Planning, Life Insurance, Microsoft Office, Customer Service, Public Speaking, Social Media, Strategic Planning, Mutual Funds, Retirement, Leadership, Microsoft Excel, Nonprofits, PowerPoint, Management
Education
University of Georgia - Terry College of Business 2003 — 2008
Bachelor’s Degree, Economics
Nova Medical Centers January 2014 - Present
European Wax Center November 2010 - January 2014
Vector Marketing April 2011 - December 2011
First Investors Corporation January 2011 - April 2011
Target May 2010 - August 2010
Skills
Recruiting, Human Resources, Management, Leadership, Customer Service, Sales, Account Management, Microsoft Office, Marketing, Time Management, Training, Microsoft Excel, Outlook, Microsoft Word, Team Leadership, PowerPoint, Data Entry
Education
University of Houston-Downtown
Bachelor of Business Administration (BBA), Management and Marketing
University of Houston 2008 — 2010
First Investors Advisory Services, LLC January 2015 - Present
First Investors March 2014 - Present
First Investors October 2013 - Present
First Investors Corporation June 2010 - Present
First Investors December 2009 - June 2010
UC Irvine September 2007 - June 2010
Origaudio 2009 - 2010
Pacific Monarch Resorts January 2008 - January 2009
Education
UC Irvine 2006 — 2010
BA, Economics, Chicano/Latino Studies
Damien High School 2002 — 2006
Huron Consulting Group June 2014 - Present
GE Healthcare May 2013 - August 2013
Margolis Market Information Lab August 2012 - May 2013
Northwestern Mutual May 2012 - August 2012
University of Illinois at Urbana-Champaign August 2011 - May 2012
First Investors Corporation May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Mutual Funds, Financial Analysis, Investments, Finance, Leadership, Portfolio Management, CRM, Sales
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor of Science (BS), Supply Chain Management & Marketing
US Army Corps of Engineers July 2009 - Present
Renewable and Appropriate Energy Laboratory May 2013 - Present
Geographic Information Science Center September 2011 - Present
Department of Landscape Architecture and Environmental Planning January 2014 - May 2014
Department of Landscape Architecture and Environmental Planning August 2012 - December 2013
Get Oil Out! January 2008 - January 2010
Donald Bren School of Environmental Science and Management October 2007 - January 2009
Los Padres ForestWatch April 2008 - October 2008
The Lake Veterinary Hospital November 2005 - August 2007
First Investors Corporation July 2003 - July 2005
Skills
Environmental Planning, Geographic Information..., Spatial Analysis, Environmental Impact..., Renewable Energy Systems, Renewable Energy Policy, Solar Power, Power Systems, Environmental Compliance, Environmental Policy, Environmental Law, Land Use Planning, GIS, Python, SPSS, SQL, R, ArcGIS
Education
University of California, Berkeley 2011 — 2016
Doctor of Philosophy (Ph.D.), Environmental Planning
University of California, Santa Barbara 2007 — 2009
Master's Degree, Environmental Science and Management
University of California, San Diego 2001 — 2005
B.S., Biology, Magna Cum Laude
CBS Interactive August 2015 - Present
CBS Interactive March 2015 - Present
Charter Communications July 2014 - March 2015
Charter Communications December 2013 - July 2014
KWH Financial Service October 2013 - December 2013
Allstate January 2013 - May 2013
First Investors Corporation January 2012 - May 2012
US Army Europe May 2011 - August 2011
AT&T January 2008 - June 2009
YMCA CEP June 2007 - October 2008
Skills
Customer Service, Call Center, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Time Management, Outlook, Leadership, Social Media, Teamwork, Team Leadership, Research, Social Networking, Data Analysis, Access, Community Outreach, Data Entry, Team Building, Management, Strategic Planning, Troubleshooting, Photoshop, Sales, Marketing, Training, Event Planning
Education
University of Kentucky 2009 — 2013
Bachelor's degree, Business Administration and Management, General and Marketing
Louisville Traditional Male High School 2003 — 2007
College Prep, General
Pebble Tech April 2015 - Present
Linden Lab October 2010 - April 2015
Linden Lab April 2009 - October 2010
Linden Lab March 2007 - April 2009
Grad School Music July 2004 - December 2008
First Investors Corporation September 2002 - January 2004
Skills
Vendor Management, Project Management, Management, Start-ups, Organization, Business Development, Customer Service, Budgets, Program Management, Financial Analysis, Operations Management, Event Planning, Contract Negotiation, Security, Leadership, Strategy, Software Documentation, Marketing, Analysis, Risk Management, Networking, Team Leadership, Cross-functional Team..., Strategic Planning, Project Planning
Education
University of California, San Diego 1998 — 2002
Bachelor of Science (B.S.) in Management Science, Bachelor of Arts (B.A.) in History
University of Cambridge 2000 — 2000
Insight Wealth Strategies (Lincoln Financial Advisors) June 2015 - Present
Insight Wealth Strategies (Lincoln Financial Advisors) November 2013 - Present
Insight Wealth Strategies (Lincoln Financial Advisors) February 2013 - November 2013
Alamo Capital September 2012 - February 2013
White Pacific Securities, Inc. August 2009 - March 2012
First Investors Corporation October 2006 - May 2009
Ability Training, Inc. 2005 - 2006
Cotton Communications 2003 - 2004
Travel Russia 2001 - 2002
Skills
Series 7, Series 66, Series 6, Series 63, HTML, Prospecting Skills, Retirement Planning, Life Insurance, Health Insurance, Life & Health Insurance..., Risk Management, Mentoring New Hires, Dreamweaver, Web Analytics, Photoshop, SEO, Social Media Marketing, Google Apps, Online Advertising, SQL, Streamlining, Communication Skills, Close Attention to..., Problem Solving, Paperwork, Contact Management, Educational Workshops, CMS, CSS Javascript, Analytical Skills, Adobe Fireworks, Flash, Bug Tracking, Debugging, W3C Validation, Mobile Design, Cross-browser..., User-centered Design, Remote Desktop, WebEx, GoToMyPC, Video Editing, Video Production, Wireframes, Content Migration, Multi-language, Social Networking Sites, PHP4/5, Microsoft Office, Wireless Networking
Education
University of California, Santa Cruz 2002 — 2006
Bachelor of Arts (B.A.), Business Management Economics and minor in Accounting
PDC Machines, Inc September 2004 - Present
First Investors Corporation May 2002 - July 2004
Skills
Strategic Planning, Leadership, Management, Process Improvement, International Sales, Mechanical Engineering, Gas, Project Management, Negotiation, Business Development, Microsoft Office, Process Engineering, Product Management, International Business, New Business Development, Renewable Energy, Product Development
Education
University of Colorado Boulder 1998 — 2002
Bachelor of Arts (B.A.), Economics
Travelers August 2015 - Present
Liberty Mutual Insurance June 2012 - July 2015
Department of Residential Life August 2010 - December 2011
Student Support Services June 2011 - August 2011
First Investors Corporation June 2010 - August 2010
Student Support Services September 2009 - May 2010
Student Support Services Summer Program June 2009 - August 2009
Education
The University of Connecticut 2007 — 2011
B.A., Mathematics-Statistics; Minor: Business
M&T Bank January 2015 - Present
M&T Bank December 2011 - Present
HSBC BANK USA March 2008 - December 2011
HSBC BANK USA N.A October 2005 - March 2008
Citizens Bank June 2003 - October 2005
First Investors Corporation November 2002 - June 2003
Skills
Series 7, Series 6, Series 63, Credit, Finance, Life Accident and Health, Investments, Sales, Portfolio Management
Education
University at Buffalo
Bachelor of Arts (B.A.), Economics
University at Buffalo, The State University of New
B.A, Economics
Air Liquide March 2014 - June 2015
Program for Excellence in Selling January 2014 - January 2015
St. Jospeh Syro-Malabar Catholic Church of Houston January 2012 - May 2013
First Investors Corporation June 2012 - August 2012
Creative Consumer Research November 2011 - May 2012
Skills
Microsoft Word, PowerPoint, Data Analysis, Microsoft Office, Microsoft Excel, Customer Service, Teamwork, Time Management, Management, Sales, Market Research, Supply Chain Management, Logistics, Marketing, Analysis, Customer Satisfaction, Leadership, Research
Education
University of Houston, C.T. Bauer College of Business 2011 — 2015
Bachelor’s Degree, Supply Chain Management and Marketing
PwC June 2011 - Present
PwC - Health Research Institute April 2014 - September 2014
Crowe Horwath LLP January 2011 - April 2011
Underground Fitness Center December 2008 - January 2011
DFAS May 2010 - August 2010
Crowe Horwath LLP January 2010 - March 2010
First Investors Corporation September 2008 - November 2008
Skills
Accounting, Access, Microsoft Office, Financial Reporting, Spreadsheets, US GAAP, IFRS, SEC filings, Assurance, GAAP, Tax, Financial Accounting, CPA, Sarbanes-Oxley Act
Education
University of Kentucky 2007 — 2011
Bachelor, Accounting, Finance
University of Kentucky 2007 — 2011
BS, Accounting & Finance
South Laurel High School 2003 — 2007
High School Diploma obtained
Citi January 2015 - Present
Citi August 2014 - December 2014
Citi January 2014 - July 2014
Citi September 2012 - December 2013
Algonquin Studios October 2011 - September 2012
Classifieds Plus Inc September 2009 - November 2011
First Investors Corporation May 2009 - August 2009
Skills
Data Analysis, Financial Analysis, VB.NET, T-SQL, XSLT, JavaScript, CSS, Microsoft Office, SQL, PL/SQL, SharePoint, Data Quality, Business Objects, HTML/XML, PHP, ArgoUML, Visio, Test Cases, Test Case Generation, Test Scripts, UAT coordination, Financial Reporting, Visual Studio, XHTML, ASP.NET, IIS, Java, Windows, PowerPoint, Databases, Analysis, Microsoft SQL Server
Education
University at Buffalo 2006 — 2011
Business Administration, Management Information Systems and Financial Analysis
Auto-Owners Insurance June 2015 - Present
Commonwealth Credit Union October 2011 - May 2015
First Investors Corporation January 2011 - April 2011
Phi Sigma Kappa December 2008 - December 2010
Skills
Microsoft Excel, Leadership, PowerPoint, Event Management, Budgets, Microsoft Office, Social Media, Fundraising, Research, Public Speaking, Financial Analysis, Social Networking, Nonprofits, Public Relations, Team Leadership, Customer Service, Social Media Marketing, Event Planning
Education
University of Kentucky 2013 — 2015
Master of Business Administration (M.B.A.)
University of Kentucky 2007 — 2011
Bachelor of Business Administration, Finance
Stanford Health Care November 2014 - Present
Kaijin MMA June 2009 - November 2014
Yahoo November 2013 - 2014
Cisco December 2012 - 2013
United States Department of Defense December 2007 - August 2012
Deloitte (Formerly BearingPoint August 2007 - December 2009
First Investors Corporation April 2007 - June 2007
University of California June 2006 - February 2007
THQ, Inc June 2005 - September 2005
Skills
Microsoft Excel, Microsoft Word, Financial Statements, Networking, Troubleshooting
Education
University of California, Santa Cruz 2004 — 2006
BA, Economics
Vanguard June 2015 - Present
Vanguard October 2013 - June 2015
Vanguard April 2013 - October 2013
LPL Financial at Arizona State Credit Union September 2011 - April 2013
First Investors Corporation June 2011 - August 2011
College Works Painting January 2011 - May 2011
Tucson Old Pueblo Credit Union July 2007 - August 2009
Tucson Old Pueblo Credit Union May 2005 - July 2007
Skills
Series 6, Series 63, Life Insurance, Marketing, Series 7
Education
University of Arizona, Eller College of Management 2009 — 2011
BS, Busniess- Management
Colonial Life July 2015 - Present
First Investors Corporation March 2014 - May 2015
Bud's Detail and Window Tenting May 2012 - May 2014
Lowe's Home Improvement April 2012 - January 2013
Skills
Microsoft Office, Financial Services, Customer Service, Retail Sales, Microsoft Word, Social Media, Time Management
Education
University of Kentucky 2011 — 2015
Bachelor's Degree, Marketing, Graduate
EF International Language School Málaga
First Investors Corporation
University of Kentucky Gatton College of Business & Economics
Bachelor of Business Administration, Marketing
Empire State Association of Assisted Living July 2015 - Present
Empire State Association of Assisted Living September 2013 - Present
Empire State Association of Assisted Living March 2009 - Present
First Investors Corporation November 2008 - February 2009
Greater Capital District Funding, Albany November 2005 - September 2008
First Step Homes, Inc . March 2003 - November 2005
Physical Therapy Associates of Schenectady September 1990 - March 2003
Skills
Medicare, Human Resources, Customer Service, Healthcare Management, Nonprofits, Managed Care, Healthcare, Event Planning, Hospitals, Outlook, Marketing, Long-term Care, Home Care, Public Speaking
Education
University at Albany 1990 — 1994
B.A., Communication
Shenendehowa High School
Baylor College of Medicine June 2015 - Present
Baylor College of Medicine; Center for Cell and Gene Therapy August 2011 - May 2015
Bethel Hospice May 2011 - July 2011
Houston Fertility Institute August 2010 - July 2011
First Investors Corporation December 2010 - June 2011
Office Depot July 2010 - January 2011
Kumon Learning Centers October 2008 - September 2009
Skills
Healthcare, Research, Customer Service, CRM, Human Resources, Data Analysis, Teaching, Analysis, Sales, Hospitals, Microsoft Excel, Leadership, Access, PowerPoint, Microsoft Word, Microsoft Office
Education
University of Houston 2013 — 2015
Master of Business Administration (MBA)
University of Houston-Clear Lake 2010 — 2011
Bachelor of Science, Healthcare Administration
Bank of America Merrill Lynch June 2012 - May 2015
Bank of America Merrill Lynch June 2011 - August 2011
Shell Oil Company May 2010 - July 2010
First Investors Corporation July 2009 - August 2009
China Minsheng Banking Corp.ltd May 2009 - June 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Financial Modeling, Financial Analysis, Research, Valuation, Outlook, Access, Corporate Finance, Leadership, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA
Clear Lake High School 2004 — 2008
High School Diploma
Wheeler Construction Inc January 2009 - Present
Multnomah Group, Inc. February 2014 - April 2015
Multnomah Group, Inc. July 2013 - February 2014
TLR - Total Logistics Resource, Inc. September 2012 - July 2013
Skanska USA Building Inc. April 2012 - September 2012
Liebowitz and Associates January 2011 - July 2011
First Investors Corporation April 2010 - October 2010
City of Eugene Parks and Recreation May 2003 - May 2010
MAPLE Microdevelopment November 2007 - January 2010
Skills
Event Planning, Microsoft Office, Customer Service, Research, Social Media, Teaching, Nonprofits, Spanish, QuickBooks, Finance, Marketing, Data Analysis, Management, Accounting, Process Scheduler, Leadership, Public Speaking, PowerPoint, Microsoft Excel
Education
University of Oregon 2006 — 2010
B.A., Economics & Spanish
Universidad Austral de Chile 2008 — 2008
Winston Churchill HS
Humana June 2013 - Present
Humana January 2012 - June 2013
Humana January 2011 - January 2012
TVA Investment Challenge August 2010 - January 2011
University of Kentucky Office of Development October 2009 - December 2010
First Investors Corporation May 2010 - August 2010
University of Kentucky Internal Audit August 2009 - December 2009
Skills
Financial Analysis, Contract Negotiation, Management, Project Management, Global Sourcing, Process Improvement, Purchasing, Relationship Management, Supplier Evaluation, Risk Analysis, Acquisition Integration, Mergers & Acquisitions, Consulting
Education
University of Kentucky 2007 — 2010
BBA, Finance
duPont Manual High School 2003 — 2007
Diploma
Williams-Sonoma, Inc. (Contractor through TEKsystems) January 2015 - Present
Safeway May 2014 - December 2014
Safeway September 2012 - May 2014
Sybase 365 (Contractor through ICon Professional Services) December 2011 - January 2012
Chase Bank March 2011 - November 2011
First Investors Corporation October 2009 - December 2010
UC Davis September 2006 - September 2009
Skills
Data Analysis, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Teradata, Project Planning, Marketing Strategy, Product Marketing, Multi-channel Marketing, Digital Marketing, Microsoft Office, Outlook, Sales, Retail Sales, Leadership, Research, Time Management, Customer Service, Management, Social Media
Education
UC Davis 2005 — 2009
Bachelor of Arts, Communications
University of California, Davis 2005 — 2009
Bachelor of Science, Managerial Economics
Macy's Merchandising Group April 2015 - Present
ABB July 2013 - March 2015
Macy's June 2012 - June 2013
Conde Nast February 2012 - March 2012
Calcagno & Associates Attorneys at Law, LLC August 2011 - February 2012
University of Delaware September 2007 - May 2011
First Investors Corporation May 2010 - August 2010
Weinstein & Spellman, CPAs September 2006 - August 2007
Skills
Finance, Financial Analysis, Accounting, Financial Reporting, Customer Service, US GAAP, Regulatory Requirements, Accounts Payable, SAP, SAP BI, SAP Netweaver, SAP BPC, Blackline, Basware, Word, Excel, Access,..., Outlook, Microsoft Office, Microsoft Word, Social Media, Social Networking
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science, Finance, Economics (Minor)
OneSubsea July 2015 - Present
OneSubsea February 2014 - June 2015
OneSubsea April 2013 - January 2014
Cameron August 2011 - March 2013
Rhinestone Design By Denise February 2009 - July 2011
First Investors Corporation 2008 - 2008
Skills
Natural Gas, Accounts Payable, Analysis, General Ledger, Account Reconciliation, Financial Reporting, GAAP, SAP, Financial Accounting, Forecasting, Microsoft Excel, Budgets
Education
University of Houston 2003 — 2008
Bachelors of Business Administration, Finance
Seabreeze Management Company, Inc. January 2014 - Present
J&T Management February 2013 - December 2013
McCoy and Associates - A financial advisory practice of Ameriprise Financial Services, Inc. April 2012 - July 2012
THINK Together October 2011 - May 2012
First Investors Corporation February 2012 - April 2012
UCR Transportation and Parking Services April 2009 - September 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Communication, Teamwork, Data Entry, Microsoft Publisher, Event Planning, Analysis, Bank Reconciliation, QuickBooks, Outlook, S2K, 10 Key Touch, Bookkeeping, Sales, Accounting, Microsoft Office, Financial Analysis, Accounts Payable
Education
University of California, Riverside 2008 — 2012
Bachelor of Science, Business Administration: Finance
University of Melbourne 2011 — 2011
Business/Commerce, General
Mt. Carmel High School 2004 — 2008
High School Diploma
Computershare March 2001 - Present
suretrade.com 1999 - 2001
First Investors Corporation May 1999 - August 1999
Skills
Equity Compensation, Shareholder..., Client Development, Mutual Funds, Series 7, Client Service, Financial Planning, Financial Analysis, Financial Services, Strategic Financial..., Shareholder
Education
University of Massachusetts Dartmouth 1993 — 1997
BS, Marketing
Sonoco September 2013 - Present
Sonoco February 2012 - September 2013
Sonoco April 2011 - February 2012
First Investors Corporation May 2010 - August 2010
CAROLINA SPAS May 2008 - August 2010
Skills
Sales, Financial Analysis, Microsoft Excel, PowerPoint, Access, Microsoft Office, Customer Service, Microsoft Word, Account Management, Management, Sarbanes-Oxley Act, Spanish, Financial Reporting, Accounting, Accounts Receivable, Process Improvement, Budgets, Finance, Analysis, Inventory Management, Account Reconciliation, Outlook, Cost Accounting, PeopleSoft, Time Management, Credit, Financial Accounting, Internal Controls, Financial Modeling
Education
University of South Carolina-Columbia 2006 — 2010
Bachelor, International Business & Investment Finance
Universidad de Belgrano 2009 — 2009
Spanish
Capital One Investing & Capital One Securities August 2015 - Present
City University of Seattle April 2010 - Present
Financial Industry Regulatory Authority October 2012 - August 2015
FINRA June 2006 - September 2012
Elliott Cove Capital Management January 2005 - June 2006
First Investors Corporation May 2004 - October 2004
Skills
AML, FINRA, Finance, Equities, Securities, Series 7, Securities Regulation, Strategic Financial..., Mutual Funds, Capital Markets, Hedge Funds, Investments, Series 24, Anti Money Laundering
Education
University of Florida - Warrington College of Business Administration 2008 — 2010
MBA, Business
University of Washington, Michael G. Foster School of Business 2005 — 2006
•Business Administration and Management Certificate
University of Washington 2000 — 2005
Economics
AIG August 2013 - Present
First Investors Corporation August 2010 - July 2013
Skills
Investments, Microsoft Excel
Education
Union College 2006 — 2010
BA, Economics
Alchemy Financial Group October 2009 - Present
First Investors Corporation December 2001 - October 2009
First Investors Corporation May 2006 - April 2007
Skills
Investments, Strategic Financial..., Retirement, Series 63, Portfolio Management, Fixed Annuities, 401k, Financial Analysis, Investment Strategies, Life Insurance, Alternative Investments, Financial Advisory, Estate Planning, Fixed Income, Financial Modeling
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelors, Finance
Three Pillars Recruiting December 2011 - Present
Three Pillars Recruiting December 2010 - November 2011
Three Pillars Recruiting December 2009 - November 2010
Three Pillars Recruiting December 2008 - November 2009
First Investors Corporation April 2006 - April 2008
Lillian Vernon Corp. July 2005 - August 2005
Skills
Interactive Media, Digital Media, Online Advertising, E-commerce, Online Marketing, Mobile Advertising, Advertising Operations, Emerging Technologies, Social Media, Emerging Media, Start-ups, Digital Video, Contextual Advertising, Technical Recruiting, Social Networking, Digital Marketing, Web Analytics, Semantic Web, Talent Acquisition, Digital Strategy, New Media, Marketing, Leadership, SEM, Entrepreneurship, Recruiting, Advertising, Search, Internet Recruiting, Strategy, Executive Search, Mobile Marketing, Sales, Strategic Partnerships, Talent Management, Salesforce.com, Display Advertising, Ad Networks, Mobile Devices, Milk, Popcorn
Education
University of Georgia - Terry College of Business 2008 — 2010
MBA, Business Administration
Yeshiva University - Sy Syms School of Business 2003 — 2006
BS, Finance
Derech Etz Chaim 2001 — 2003
N/A, Judaic Studies
Margolin Hebrew Academy / Feinstone Yeshiva of the South 1997 — 2001
HS
Interactive Data January 2012 - Present
Interactive Data January 2008 - June 2012
First Investors Corporation July 2007 - August 2007
Skills
Microsoft Office, Equities, Financial Analysis, Financial Markets, Customer Service, Analysis, Business Analysis
Education
Touro College 2004 — 2008
BS in Finance, Finance
Bui & Tran Investment Group LLC. January 2013 - Present
Realty USA, Inc. January 2012 - Present
First Investors Corporation October 2010 - January 2011
Everyone's Realtor June 2007 - May 2008
Tien Nguyen Construction March 2003 - June 2004
Smiley Nails April 2002 - March 2003
Skills
Analytical Approach, Organizational..., Team Management, Negotiation, Contract Negotiation, PowerPoint, Excel, Word, Microsoft Office, Problem Solving, Scheduling, Purchase, Microsoft Excel, Investment Properties, Project Coordination, Management, Real Estate Transactions, Leasing, Selling
Education
University of Houston 2007 — 2010
Bachelor of Business Administration, Finance
University of Houston 2007 — 2010
Bachelor of Business Administration, Supply Chain Management
Champions School of Real Estate 2006 — 2007
Real Estate License, Real Estate
Champions School of Real Estate 2006 — 2007
Loan Officer License, Real Estate Finance
IMN January 2013 - November 2013
ADP June 2012 - December 2012
Service Lane eAdvisor/Carlino Sales LLC June 2011 - May 2012
Chartis Insurance April 2010 - June 2011
Maggiano's Little Italy July 2008 - June 2011
Chili's February 2002 - April 2010
First Investors Corporation May 2007 - August 2007
Skills
Sales Management, Customer Relations, Negotiation, Customer Service, Account Management, Customer Satisfaction, Online Marketing, Strategic Planning, Social Media Marketing, New Business Development, Business Strategy, Microsoft Word, Management, Retail, Business Planning, Training, Salesforce.com, Marketing Strategy, Sales Process, Leadership, Inventory Management, Social Networking, Forecasting, Customer Retention, Human Resources, Cold Calling, CRM, Business Development, Marketing, Automotive, B2B, Strategy, Sales, Employee Training, Market Research, Sales Operations, Selling, Direct Sales, Social Media, Time Management, Team Building, Sales Presentations, Lead Generation, Budgets, Pricing, Team Leadership, Networking, Profit
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Finance
St Charles East 2000 — 2004
Middle School
Conroe Independent School District August 2013 - Present
Aldine ISD August 2010 - June 2013
Lancaster Central Schools March 2010 - June 2010
First Investors Corporation May 2008 - August 2008
Education
University at Buffalo 2004 — 2008
Private Client Resources, LLC July 2013 - Present
Private Client Resources, LLC October 2012 - Present
Private Client Resources, LLC November 2011 - Present
Patriot National Bank November 2010 - June 2011
Patriot National Bank October 2009 - November 2010
First Investors Corporation April 2009 - September 2009
Skills
Investments, Securities, Hedge Funds, Finance, Alternative Investments
Education
The University of Connecticut 2011 — 2013
MBA, Finance, 3.7
University of Connecticut 2004 — 2009
Bachelors, Economics
Guggenheim Partners April 2011 - Present
Bank of America June 2007 - April 2011
Bank of America Corporation March 2006 - June 2007
Bank of America Corporation March 2004 - March 2006
Lehman Brothers, Inc October 2003 - January 2004
First Investors Corporation June 2002 - August 2002
Skills
Structured Products, Middle Office, Securitization
Education
University of Illinois at Chicago 2000 — 2003
Bachelor of Science, Finance/Management
Word Of Mouth Catering December 2000 - Present
OneSource Document Management, Inc. June 2011 - June 2012
Strategic Staffing Solutions December 2010 - March 2011
First Investors Corporation November 2009 - May 2010
U.S. Security Associates September 2008 - November 2009
TeleDynamics March 2007 - July 2008
Allied Barton Security August 2006 - March 2007
Fete Accompli 2007 - 2007
Victoria's Secret June 2002 - August 2004
United States Postal Service June 2001 - July 2003
Skills
Sales, Customer Service, New Business Development, Security, Negotiation, Microsoft Excel, PowerPoint, Insurance, Account Management, Salesforce.com, Sales Management, Teamwork
Education
The University of Texas at San Antonio 2000 — 2006
Business, Marketing
GoPro July 2015 - Present
GoPro August 2014 - July 2015
GoPro February 2013 - August 2014
Monster Cable Products August 2011 - February 2013
Google May 2010 - May 2011
Cisco Systems September 2008 - January 2010
First Investors Corporation September 2007 - September 2008
Kinetic Properties June 2002 - August 2007
Sandhill Financial January 2007 - June 2007
Logitech June 2006 - September 2006
Skills
Accounting, Team Building, Sales, Financial Analysis, PeopleSoft, Outlook, Data Analysis, Account Management, Analysis, Sales Operations, Microsoft Excel, Networking, Entrepreneurship, Business Intelligence, Marketing, Forecasting, Business Development, Budgets, Finance, Program Management, Microsoft Office
Education
University of California, Davis 2002 — 2006
BA, Double Major in Economics and Communication
Wristband Nation LLC December 2010 - Present
Equal Employment Opportunity Commission June 2010 - August 2010
First Investors Corporation March 2010 - June 2010
Lucky Buffet March 2009 - August 2009
Imperial Garden Chinese Restaurant August 2007 - May 2008
AmeriPoint Title November 2007 - January 2008
American College of Acupuncture and Oriental Medicine (ACAOM) November 2004 - June 2006
Skills
Management, Human Resources, Customer Service, Recruiting, Interviews, Marketing, Advertising, Entrepreneurship, Leadership, Microsoft Word, Microsoft Excel, Logistics, Social Networking, Account Management, Analysis, PowerPoint, Training, Time Management, Sales
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration, Human Resource Management, Marketing
Kids First, LLC April 2012 - Present
Achievers Inc. June 2012 - August 2013
First Investors Corporation April 2010 - December 2011
First Community Housing October 2007 - January 2009
Opportunity Fund November 2004 - September 2007
Terayon Communications January 2003 - November 2004
Wilson Sonsini Goodrich and Rosati September 2000 - September 2002
Skills
Microsoft Office, Customer Service, Budgets, Nonprofits, Program Management, Training, Leadership, Human Resources, Outlook, Project Management, Microsoft Excel, Non-profits, Software Documentation, Management
Education
University of California, Santa Cruz 1995 — 1997
BA, Art History
Catamaran December 2014 - Present
Sky High Volleyball Club October 2010 - Present
Quill February 2014 - November 2014
Quill April 2013 - February 2014
Quill December 2011 - April 2013
Mesirow Financial May 2009 - November 2011
Progressive Cash Flow Solutions August 2007 - June 2009
JPMorgan Chase November 2005 - August 2007
First Investors Corporation June 2004 - June 2005
First Federal Savings Bank October 2001 - August 2003
Skills
Valuation, Asset Managment, Portfolio Management, Equities, Due Diligence, Predictive Modeling, Financial Analysis, Financial Modeling, Corporate Finance, Investments, Asset Allocation, Finance, Sales Forecasting, Margin Forecasting, Margin Analysis, Bad Debt Expense..., Credit Review, Business Objects, FDM, HFR, Oracle Applications, Budget Setting, Budget Process, Financial Forecasting, Forecasting, Process Improvement, Financial Services, Strategic Financial..., Financial Reporting, Investment Management, Cost Accounting, Internal Controls, Microsoft Excel, Budgets, Analysis, Risk Management, Business Process..., Management, Financial Risk, Project Planning, Analytics, Accounting, Business Analysis, Data Analysis, Team Management, Financial Accounting, Strategy, Access, Competitive Analysis
Education
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Finance
Evoqua Water Technologies June 2015 - Present
Westinghouse Electric Company June 2011 - June 2015
Westinghouse Electric Company 2006 - 2011
Allegheny Energy Inc 2004 - 2005
Alcoa, Inc 2001 - 2004
Brinks Inc 2000 - 2001
Reynolds Metals Company 1995 - 2000
First Investors Corporation 1984 - 1989
Skills
Treasury Management, Cash Management, Liquidity Management, Project Finance, Capital Project Planning, Financial Risk..., Commercial Lending, Asset Management, Credit Rating, Credit Facilities, Process Improvement, Analysis, Asset Managment
Education
Thunderbird School of Global Management
Master of International Management
William & Mary
Bachelor of Arts (BA)
Bernstein Global Wealth Management August 2012 - Present
Bernstein Global Wealth Management August 2008 - August 2012
Bernstein Global Wealth Management July 2007 - August 2008
Bernstein Global Wealth Management January 2004 - July 2007
First Investors Corporation September 2002 - January 2004
Skills
Series 7, Series 63, Hedge Funds, Asset Management, Fixed Income, Equities, Bloomberg, Mutual Funds, Investments, Wealth Management, Alternative Investments
Education
University at Albany, SUNY 1998 — 2002
B.S., Economics
Northern Trust June 2014 - Present
Northern Trust April 2012 - May 2014
JPMorgan Chase October 2009 - April 2012
First Investors Corporation May 2006 - October 2009
First Investors Corporation June 2004 - October 2009
Skills
Entrepreneurship, CRM, Leadership, Financial Services, Finance, Financial Analysis, Investments, Strategic Financial..., Portfolio Management, Financial Modeling, Mutual Funds, Bloomberg, Wealth Management, Retirement Planning, Series 7, Securities
Education
University of Illinois at Chicago 1999 — 2004
Bachelor of Science, Finance and Marketing
First Investors Corporation October 2004 - Present
Education
University of Massachusetts Dartmouth
Wilder Wealth Strategies LLC April 2014 - Present
Eagle Strategies, LLC July 2006 - Present
NY Life Securities LLC October 2005 - Present
New York Life Insurance Company September 2005 - Present
First Investors Corporation May 1999 - August 2005
Skills
Retirement Planning, Life Insurance, Estate Planning, Small Business, Insurance, Buy-sell Agreements, Term Life Insurance, Retirement, Annuity Sales, 401k Rollovers, Account Management, Asset Protection, IRA Rollovers, lifetime income..., licensed in long term..., Investments, Financial Services, Wealth Preservation..., Wealth Transfer..., Retirement plann, Permanent Life Insurance, Education Funding..., ChFC, Business Insurance..., Multi-generational..., Risk Management, Problem Solving, IRAs, Finance, Strategic Planning
Education
The American College of Financial Services 2009 — 2014
Chartered Financial Consultant Designation
University of Georgia - Terry College of Business 1995 — 1999
Bachelor of Business Administration (BBA)
Dunwoody High School 1992 — 1995
Stifel Nicolaus March 2001 - Present
First Investors Corporation January 1996 - March 2001
Education
Union County College
MasterCard June 2015 - Present
MasterCard May 2012 - Present
Citigroup May 2004 - May 2012
JPMorgan Chase April 2000 - April 2004
First Investors Corporation June 1996 - April 2000
Skills
Product Management, Debit Cards, Credit Cards, Financial Services, Portfolio Management, Banking, Payments, Analytics, Segmentation, Relationship Management, Financial Modeling, Strategy, Mobile Payments, Risk Management, Financial Analysis, Vendor Management, Credit, Retail Banking, Strategic Partnerships, Competitive Analysis, Cards, Electronic Payments, Finance, Payment Systems, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance
University at Albany, SUNY 1992 — 1996
BA, Economics
San Jose Environmental Services January 2008 - Present
First Investors Corporation January 2008 - June 2008
University of California Internship Office May 2005 - January 2008
Education
University of California, Santa Cruz 2004 — 2008
BA, Economics, Environmental Studies
EY January 2014 - Present
FTI Consulting November 2005 - January 2014
Ernst & Young July 2003 - November 2005
First Investors Corporation January 2003 - June 2003
Skills
Financial Analysis, Financial Modeling, Due Diligence, Financial Reporting, Finance, Internal Controls, Forecasting, Sarbanes-Oxley Act, Certified Fraud Examiner, Analytics, Business Strategy
Education
University of California, Los Angeles - The Anderson School of Management
Masters, MBA - Finance and Accounting
University of California, San Diego
Bachelors, Economics
UCLA Extension
Accounting and Auditing Courses (CPE)
SunTrust Mortgage November 2014 - Present
SunTrust Mortgage May 2013 - October 2014
SunTrust Mortgage September 2011 - May 2013
Northrop Grumman Information Systems June 2010 - September 2011
Fidelity National Title June 2009 - October 2009
LandAmerica Financial Group August 2006 - April 2009
LandAmerica Lawyers Title 2006 - 2009
SunTrust Bank August 2005 - August 2006
Witt Mares August 2003 - May 2005
First Investors Corporation September 2000 - August 2003
Skills
Hyperion Planning, Hyperion Enterprise, Financial Analysis, Finance, Forecasting, Analysis, Budgets, Financial Reporting, Accounting, Financial Risk, Financial Modeling, Process Improvement, Strategic Planning, Risk Management, Project Management, Management, Leadership, Strategic Financial..., Due Diligence, Mortgage Lending, Banking, Real Estate, Microsoft Excel, Loans, Business Analysis, Sarbanes-Oxley Act, Business Modeling, Title Insurance, Insurance, Business Process..., Strategy, Mortgage Banking, Accounts Payable, Mergers & Acquisitions, Analytics, Credit, Financial Services, Managerial Finance, Portfolio Management, Corporate Finance, Executive Management, Access, Internal Audit, Credit Analysis, Investments, Underwriting
Education
University of Houston
BBA, Finance
The University of Arizona August 2011 - Present
Microsoft May 2015 - July 2015
Jesuit High School August 2010 - October 2010
Associazione Culturale Linguistica Educational (A.C.L.E.) June 2010 - July 2010
University of Portland and Privately November 2007 - May 2010
Basement Computers LLC June 2006 - October 2009
First Investors Corporation June 2009 - August 2009
Jesuit High School June 2004 - August 2004
Direct Buy of Beaverton June 2003 - July 2003
Skills
Optical Engineering, Matlab, Teaching, Public Speaking, Microsoft Office, Entrepreneurship, Problem Solving
Education
University of Arizona 2011 — 2016
Doctor of Philosophy (Ph.D.), Optical Sciences
University of Portland 2006 — 2010
BA, Mathematics, Philosophy, Entrepreneurship
JD Investments May 2009 - Present
First Investors Corporation February 2009 - June 2009
Education
Trinity University 2005 — 2009
Vantage Financial Group, Inc. January 2013 - Present
First Investors Corporation November 2005 - January 2013
First Investors Corporation May 2002 - November 2005
Education
University of Dayton 1998 — 2002
MBA
University of Dayton 1997 — 2002
BS, Accounting
Detroit Catholic Central High School 1993 — 1997
River Oaks
NextCapital Group January 2015 - Present
National Futures Association January 2014 - January 2015
National Futures Association April 2012 - December 2013
National Futures Association June 2011 - March 2012
Walt Disney World January 2011 - June 2011
Coldwell Banker Commercial Devonshire Realty May 2010 - January 2011
University of Illinois at Urbana-Champaign September 2008 - May 2010
First Investors Corporation June 2008 - August 2008
Skills
Ruby on Rails, HTML 5, CSS, JavaScript, AngularJS, Linux, SQL, Java, Ruby, REST, Python, Finance, Management, Financial Modeling, Risk Management, Data Analysis, Financial Analysis, Process Improvement, Leadership, Analysis, Microsoft Office, Microsoft Excel, Real Estate, Swaps, Pricing, Budgets
Education
University of Chicago 2013 — 2015
Master's Degree, Computer Science
University of Illinois at Urbana-Champaign 2006 — 2010
B.S., Finance and Entrepreneurship
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science (B.S.), Finance, General
UNSW Australia 2009 — 2009
Universidad de Deusto 2007 — 2007
First Investors Corporation April 2009 - Present
Galla Cabana September 2007 - Present
Education
University of California, Santa Cruz 2005 — 2009
Global Economics
BNP Paribas September 2012 - Present
BNY Mellon June 2010 - August 2012
BNP Paribas June 2009 - December 2009
First Investors Corporation August 2006 - May 2009
NLI (Subsidiary of Nippon Life Insurance Co.) August 2001 - February 2005
The Carlyle Group August 1999 - August 2001
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, Finance
Tufts University 1978 — 1982
BA, Economics
First Investors October 2012 - Present
Foresters January 2011 - Present
First Investors Corporation June 2005 - Present
First Investors Corporation 2009 - September 2012
First Investors Corporation December 2006 - March 2009
Skills
Series 63, Series 7, Sales, Retirement Planning, Life Insurance, Customer Service, Investments, Asset Allocation, Insurance, Cold Calling, Microsoft Excel, Strategic Financial..., Financial Analysis, Direct Sales, Salesforce.com, series 24, series 51, Series 65
Education
University of Arizona 2001 — 2005
B.S. from the Eller College of Management, Marketing
Colleyville Heritage High School 1998 — 2001
Finra
S-6,S-7, S-63, S-26, S-24, S-51, S-65
Taxpol Mt Prospect Corporation June 2010 - August 2010
Assured Concepts Group, Ltd. June 2009 - August 2009
First Investors Corporation June 2009 - August 2009
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor, Accounting/Finance
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Chevy Chase Asset Management 1999 - Present
Farmers and Mechanics National Bank 1994 - 1999
Hagerstown Trust 1992 - 1993
First Investors Corporation 1987 - 1992
Education
University of Maryland College Park 1991 — 1994
Masters, International Management
University of Maryland Baltimore County 1983 — 1987
BA, Economics & Finance
First Investors Corporation May 2006 - November 2008
Motorola June 2003 - April 2006
National Medical Supply November 1999 - April 2003
Education
University of Illinois at Chicago 2005 — 2008
Bsc, Finance
Wilmington Trust January 2006 - Present
Legg Mason January 1997 - January 2006
First Investors Corporation August 1994 - November 1996
Education
Villa Julie College 2004 — 2006
MS, Forensic Accounting
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BSBA, Finance
Tribridge Residential 2014 - Present
Red Leaf November 2012 - Present
blok Design Studio November 2012 - Present
RAG ARCH October 2012 - August 2013
Niles Bolton Associates June 2008 - August 2012
FECP 2000 - 2003
First Investors Corporation 1999 - 1999
Skills
LEED AP, Sustainable Design, Revit, Submittals, SketchUp, Architectural Design, Design Research, BIM, Mixed-use, AutoCAD, Comprehensive Planning, Construction Drawings, Residential Design, Rendering, Architectural Drawings, Site Planning, Space-planning, Construction Management, Photoshop, Renovation, Architectures, Space Planning
Education
University of Florida 2004 — 2008
Master of Architecture (M.Arch.)
University of South Florida - College of Business Administration 2001 — 2003
Master of Business Administration (MBA)
University of South Florida 1995 — 2000
Bachelor of Science (B.S.), FINANCE
Wilmington Trust January 2006 - Present
Legg Mason January 1997 - January 2006
First Investors Corporation August 1994 - October 1996
Skills
Mutual Funds, Contract Negotiation, Investments, Accounting, Process Improvement, Management, Alternative Investments, Asset Management, Financial Services, Human Resources, Customer Service, Financial Analysis, Vendor Management, Asset Allocation, Operations Management
Education
Stevenson University 2004 — 2006
MS, Forensic Accounting
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BSBA, Finance, History
Joppatowne High
Associated Bank June 2015 - Present
Inland Bank and Trust June 2014 - Present
Inland Bank and Trust January 2014 - June 2014
Inland Bank and Trust June 2004 - January 2014
First Investors Corporation January 2004 - June 2004
Skills
Cash Management, Treasury Management, Commercial Banking, Loans, Commercial Lending, Small Business Lending, Credit, Credit Analysis, Lines Of Credit, Construction Loans, Commercial Mortgages, Credit Risk, Loan Origination, Banking, Mortgage Lending, Financial Analysis, Financial Risk, Risk Management, Finance, Mortgage Banking, Consumer Lending, Asset Based Lending, Portfolio Management, Internet Banking, FHA, Retail Banking, Underwriting
Education
University of Illinois at Chicago 1999 — 2003
Bachelors, Business Administration
Oaktree Capital Management April 2014 - Present
Citco Fund Services February 2013 - April 2014
Citco Fund Services March 2012 - February 2013
Conifer Securities October 2010 - March 2012
First Investors Corporation November 2009 - February 2010
Skills
Excel, Microsoft Office, Word, Advent, Microsoft Excel, Fund Administration, Microsoft Word, Business Analysis, Fund Accounting
Education
University of California, Berkeley 2006 — 2009
B.A., Environmental Economics and Policy
Sherwood Steel Inc June 2002 - Present
The Hartford September 2009 - April 2011
First Investors Corporation June 2008 - August 2008
First Federal of Bucks County May 2007 - January 2008
Education
University of Connecticut 2004 — 2008
Bachelor of the Arts, Economics
Fascet LLC January 2011 - Present
First Investors Corporation April 2010 - January 2011
Financial Partners Capital Management, LLC January 2010 - April 2010
Investor Relations International July 2009 - August 2009
Evercore Asset Management, LLC March 2009 - March 2009
Financial Partners Capital Management, LLC April 2006 - January 2009
MTV Networks January 2006 - March 2006
Morgan Stanley June 2003 - August 2003
Skills
Fixed Income, Options, Microsoft Excel, Derivatives, Bonds, Securities, Equities, Mutual Funds, Portfolio Management, Asset Allocation, Bloomberg, Trading, Trading Systems, Financial Analysis, Corporate Actions, Hedge Funds, Alternative Investments, Finance
Education
University of Arizona, Eller College of Management 2000 — 2004
Bachelor of Science in Business Administration, Finance
Universidad de Alcalá 2002 — 2002
Minor, Spanish
Mira Costa High School 1997 — 2000
Fidelity Investments May 2015 - Present
Fidelity Investments June 2014 - May 2015
Fidelity Investments July 2012 - June 2014
Fidelity Investments July 2011 - July 2012
First Investors Corporation December 2010 - March 2011
Royal Lexington Apartments May 2010 - September 2010
20th Century Fox May 2009 - August 2009
Education
University of Kentucky 2007 — 2011
Finance, International Business
Findlay Senior High School
Houston Texans April 2015 - Present
adidas September 2014 - Present
Houston Rockets September 2014 - Present
Houston Rockets July 2013 - September 2014
Houston Press May 2012 - May 2014
Wells Fargo October 2011 - January 2013
Walt Disney World September 2010 - January 2011
National Association of Asian American Professionals National Convention August 2010 - August 2010
First Investors Corporation September 2009 - December 2009
Starbucks Coffee Company August 2005 - September 2007
Skills
Westlaw, ProDoc, Microsoft Office, Customer Service, Event Management, Live Events, Social Media, Volunteering, Final Cut Pro, Facebook, PowerPoint, Social Networking, Microsoft Word, Management, Marketing
Education
University of Houston 2013 — 2013
Paralegal Program Certificate
University of St. Thomas (TX) 2006 — 2010
Marketing, Minor in Finance and Communiciation
Deloitte January 2015 - Present
Thomson Reuters August 2011 - December 2014
Ayco, a Goldman Sachs Company August 2010 - May 2011
First Investors Corporation June 2010 - August 2010
Ayco, a Goldman Sachs Company January 2010 - August 2010
Skills
Financial Analysis, Bloomberg, Fixed Income, Data Analysis, Valuation, Microsoft Excel, Capital Markets, Equities, Equity Research, PowerPoint, Access, Microsoft Office, Microsoft Word, Research, Financial Reporting, Loan Pricing, Market Research, Syndications, Credit Analysis, Reuters 3000, Reuters, Thomson Reuters Loan..., SEC filings, Loans, Teamwork, Customer Oriented, Foreign Languages, Bloomberg Terminal
Education
State University of New York at Albany 2007 — 2011
Bachelor of Science, Economics
University at Albany, SUNY
Bachelor's degree
PNC Equipment Finance April 2014 - Present
PNC Equipment Finance June 2007 - April 2014
Sports Avenue of Kentucky September 2005 - May 2007
First Investors Corporation May 2006 - August 2006
Skills
Equipment Finance, Municipal Finance, Renewable Energy, Commercial Lending, Underwriting, Loans, Leasing, Portfolio Management, Risk Management, Cash Flow, Credit Analysis, Financial Analysis, Credit, Public Finance, Local Government Finance, Portfolio Performance..., Commercial Banking, Credit Risk, Banking
Education
University of Kentucky 2002 — 2007
Bachelors in Business Administration, Finance, Economics
The University of Houston August 2013 - Present
HEB June 2011 - February 2013
Target January 2011 - May 2011
Walgreens June 2010 - August 2010
First Investors Corporation January 2010 - March 2010
Skills
Management, Performance Management, Sales, Leadership, Team Leadership, Business Planning, Interviews, Retail, Microsoft Office, Merchandising, Business Intelligence, Event Management, Customer Service, Forecasting, Coaching, Recruiting, Predictive Analytics, Spanish
Education
University of Houston 2009 — 2011
Bachelor of Business Administration, Management
University of Houston 2009 — 2011
Bachelor of Business Administration, Management
Ayco, a Goldman Sachs Company April 2015 - Present
MUFG Union Bank, N.A. June 2014 - April 2015
Wells Fargo Bank, N.A. September 2012 - May 2014
Enterprise Rent-A-Car September 2011 - August 2012
UCI Bookstore August 2009 - September 2011
First Investors Corporation September 2010 - December 2010
Skills
Marketing, Retail Banking, Sales, Customer Satisfaction, Management, Finance, Customer Service, Analysis, Financial Analysis, Social Networking, Time Management, Public Speaking
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics
Arrow Appraisal Team May 2009 - Present
First Investors Corporation October 2007 - May 2009
Skills
Finance, Real Estate, Budgets, Management, Financial Analysis, Investments, Financial Modeling, Analysis, Asset Allocation, Mutual Funds, Financial Reporting, Accounting, Microsoft Excel, Due Diligence, Asset Management, Forecasting, Data Analysis, Access, QuickBooks, Portfolio Management, Microsoft Word, PowerPoint, Negotiation, Microsoft Office, Customer Service, Market Research, Research, Time Management, Teamwork, Series 7, Real Estate Transactions
Education
University of Illinois at Chicago 2005 — 2009
B.S., Finance
Niles West 2001 — 2005
eMOBUS "Manage Mobility Smarter" January 2011 - Present
eMOBUS "Manage Mobility Smarter" August 2008 - January 2011
eMOBUS "Manage Mobility Smarter" March 2006 - August 2008
First Investors Corporation June 2006 - March 2007
Skills
Vendor Management, Strategic Planning, Cloud Computing, Enterprise Software, Customer Service, Telecommunications, Wireless, Social Media Marketing, Salesforce.com, Strategic Partnerships, Program Management, Start-ups, Management, SaaS, Product Management, Sales, Business Strategy, Contract Negotiation, Business Process..., Team Leadership, Account Management, Process Improvement, New Business Development, Cross-functional Team..., Team Building, Strategy, Mobile Devices, Solution Selling, Product Development, Training, Project Management, Direct Sales
Education
University of California, San Diego
Bachelors, Human Development
Hotel Derek October 2012 - Present
Hotel Derek, Destination Hotels & Resorts June 2012 - September 2012
Hotel Derek, Crestline Hotels & Resorts July 2010 - June 2012
First Investors Corporation February 2010 - August 2010
Skills
HRIS, Human Resources, HR Policies, Oracle HR, ADP Payforce, Employee Benefits, Onboarding, Delphi, MarketVision, NSA, Birchstreet, Recruiting, Time Management, EV5, Timesaver, Training
Education
University of Houston 2005 — 2010
Bachelor, Human Resource Management and Marketing
Pembrooke Occupational Health September 2011 - Present
Cafe Caturra April 2011 - August 2011
First Investors Corporation February 2010 - July 2010
Skills
Account Management, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Alabama 2004 — 2009
Bachelors of Science, Business
St. Christopher's
Collegiate Housing Services December 2014 - Present
Transamerica March 2012 - September 2015
First Investors Corporation December 2010 - March 2012
Aspire Indiana December 2008 - February 2011
Skills
Financial Analysis, Portfolio Management, Strategic Financial..., Insurance, Financial Advisory, Mutual Funds
Education
University of Indianapolis
Social work
University of Indianapolis
Bachelor of Arts (B.A.), Social Work
Guggenheim Partners August 2010 - Present
Liquid Container June 2006 - January 2010
First Investors Corporation June 2009 - August 2009
Education
University of Iowa 2006 — 2010
B.B.A, Finance
Barney & Barney, a Marsh & McLennan Agency LLC Company September 2013 - Present
Hub International May 2011 - September 2013
First Investors Corporation August 2010 - May 2011
William Fisher Architects 2010 - 2010
Skills
Employee Benefits, Health Insurance, Mathematics, Dental Insurance, Term Life Insurance, Long-Term Disability, Health Savings Accounts, Insurance
Education
University of California, Santa Cruz 2006 — 2010
BA, Mathematics
Bank of America August 2006 - Present
Bank of America January 2013 - June 2014
Bank of America August 2006 - January 2013
Southern Stone January 2005 - January 2006
First Investors Corporation January 2004 - January 2005
Skills
Vendor Management, Process Improvement, Data Analysis, Microsoft Excel, Project Management, Program Management, Team Building, Customer Service, Strategic Planning, IT Management, Microsoft Office, ITIL, Sales Management, New Business Development, Risk Management, Software Documentation, Disaster Recovery, Business Analysis
Education
The University of Texas at San Antonio 1999 — 2004
Bachelor of Liberal Arts, Communications, Public Relations/Marketing
First Investors Corporation October 2010 - Present
Education
University of California, Riverside 2006 — 2010
Bachelors, Psychology
First Investors Corporation December 2009 - Present
Education
The University of Texas at San Antonio 2004 — 2009
General Business with Concentration in Management
Smart Circle International December 2011 - Present
Beyond Limits Events January 2011 - Present
Beyond Limits Events January 2011 - Present
First Investors Corporation October 2011 - December 2011
H&P Sales 2005 - 2007
Education
University of California, Davis 2007 — 2011
BA, Economics
Daxwell July 2013 - Present
First Investors Corporation May 2012 - August 2012
Education
University of Houston 2011 — 2013
The Otto Law Group, P.A. March 2014 - Present
Kids Demonstrating Worth, Inc. August 2003 - Present
The Law Firm of Josh N. Bennett, Esq., P.A. December 2012 - March 2014
First Investors Corporation December 2011 - January 2013
Skills
Litigation, Legal Research, Legal Writing, Civil Litigation, Commercial Litigation, Courts, Corporate Law, Appeals, Legal Advice, Mediation
Education
Thomas M. Cooley Law School 2008 — 2010
Doctor of Law (JD), Litigation
University of Miami 2003 — 2006
BS, Communication Studies/Political Science