First Investors Corporation

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First Investors Corporation Employees

Employee
Years
Job
Industry
Josh Nokes Josh Nokes Greater Minneapolis-St. Paul Area Details
Josh Nokes's First Investors Corporation Experience January 2005 - January 2011
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC  October 2013 - Present
NYLIFE Securities LLC  April 2011 - October 2013
New York Life Insurance Company  April 2011 - October 2013
First Investors Corporation   January 2005 - January 2011
College Pro Painters  August 2003 - August 2004
College Pro Painters  June 2003 - August 2003

Skills
Asset Allocation, College Education..., Disability Insurance, Estate Planning, Personal Financial..., Fixed Annuities, Variable Annuities, Life Insurance, Investments, Long Term Care Insurance, Mutual Funds, Retirement Planning, Wealth Management, 401k Rollovers, IRAs, Term Life Insurance, Whole Life, Small Business, Protection..., Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Asset Protection, Succession Planning

Education
University of Minnesota-Twin Cities   2001 — 2005
B.A., Economics

Yannick Yoshizawa Yannick Yoshizawa Tampa/St. Petersburg, Florida Area Details
Yannick Yoshizawa's First Investors Corporation Experience 2012 - 2012
Job Operations Manager at WTA
Industry Sports
Experience
WTA  March 2014 - Present
WTA  September 2012 - March 2014
WTA  May 2012 - September 2012
Rama Business Solutions   May 2012 - May 2012
First Investors Corporation   2012 - 2012

Skills
Leadership, Multitasking Skills, Time Management, Communication Skills, Foreign Languages, Brazilian Portuguese, Spanish, Listener, Active Learning, Initiator, Work Hardening, Microsoft Office, Management, Sports Marketing, Sports Management, Analysis, Research, Sports, Tennis, Sponsorship Sales, Manufacturing..., Air Freight, LTL, Workforce Management, Maintenance Management, Fleet Management, Managed Services, BPO

Education
University of South Florida   2008 — 2012
Bachelor's degree, Finance and Management, 3.45

Andrew Bakhtiari Andrew Bakhtiari San Francisco Bay Area Details
Andrew Bakhtiari's First Investors Corporation Experience June 2011 - August 2011
Job Enterprise Business Representative at PagerDuty
Industry Staffing and Recruiting
Experience
PagerDuty  August 2015 - Present
Betts Recruiting  December 2014 - August 2015
Betts Recruiting  August 2014 - December 2014
RockSolid, LLC   September 2013 - December 2014
CorePower Yoga  November 2013 - June 2014
University of San Diego  August 2008 - December 2012
Fitness Quest 10  June 2012 - September 2012
First Investors Corporation   June 2011 - August 2011
Patrick Walsh's Next Level Football Camps   May 2009 - August 2009

Skills
Leadership, Social Networking, Strategic Planning, Sales, Social Media, Public Speaking, Finance, Business Strategy, Marketing, Training, PowerPoint, Management, Time Management, Sports Marketing, Organizational..., SaaS, Salesforce.com, Coaching, Sports, Entrepreneurship, Team Leadership, Teamwork, Microsoft Office, Financial Accounting, Microsoft Excel, Social Media Marketing, Public Relations, Microsoft Word, Fitness, Consultative Approach, Customer Service, Real Estate, Personal Training, Account Management, Higher Education, CRM, Account Executives, Sales Process..., Hugs

Education
University of San Diego   2008 — 2013
Bachelor's Degree, Business Administration and Management, General, 3.56 GPA

University of Virginia   2013 — 2013
Semester at Sea, Entrepreneurship/Entrepreneurial Studies

Warner Laughlin Studios   2013 — 2014
Foundation degree, Film/Cinema/Video Studies

Junipero Serra High School   2004 — 2008
High School

Jordan Phippen Jordan Phippen Portland, Oregon Area Details
Jordan Phippen's First Investors Corporation Experience May 2010 - October 2010
Job at Umpqua Bank
Industry Banking
Experience
Umpqua Bank  April 2015 - Present
Umpqua Bank  May 2013 - April 2015
Umpqua Bank  November 2011 - May 2013
First Investors Corporation   May 2010 - October 2010
Pamplin School of Business Administration   May 2008 - April 2010
First Investors Corporation   June 2009 - September 2009
McDonalds Corporation  August 2004 - January 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Property Tax, series 6, series 63, Life Insurance, Internet Explorer, Microsoft Access, Accounting, Loan Servicing, Escrow, General Ledger, Loans, Account Reconciliation, Visio, Journal Entries, PowerPoint, Outlook, Insurance, Time Management

Education
University of Portland   2006 — 2010
Bachelor, Operations and Technology Management, Finance

Christina Bumgarner Christina Bumgarner Kansas City, Missouri Area Details
Christina Bumgarner's First Investors Corporation Experience July 2014 - August 2014
Job Sales Administrative Assistant at Resident Dental
Industry Financial Services
Experience
Resident Dental   March 2015 - Present
Talbots  May 2012 - Present
SWBC  November 2014 - January 2015
First Investors Corporation   July 2014 - August 2014
Sportibles   September 2011 - May 2012

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Customer Service, Teamwork, Marketing, Public Speaking, Social Media Marketing, Event Planning

Education
University of Missouri-Kansas City   2009 — 2014
Bachelor's Degree, Business Administration and Management, Finance

Glendale High School   2005 — 2009
General Education

Kathy Busch Kathy Busch Greater Denver Area Details
Kathy Busch's First Investors Corporation Experience January 1983 - August 1990
Job Founder, and President of the Global Group of Companies
Industry Financial Services
Experience
Global Planning, Inc.® Retirement Income Specialists   August 1990 - Present
Global Realty Group, LLC   January 2008 - Present
Independent Financial Group LLC  February 2014 - Present
LPL Financial  August 1990 - February 2014
First Investors Corporation   January 1983 - August 1990
Petroleum Trading and Transport   January 1981 - January 1983

Skills
Alternative Investments, Financial Services, Holistic Financial..., Estate Planning, Estate Tax Planning, Investments, Real Estate Direct..., Retirement Income..., Retirement Planning, Securities, Strategic Financial..., Wealth Accumulation..., Wealth Preservation..., Wealth Management...

Education
University of Northern Colorado   1976 — 1980
BA, Industrial and Organizational Psychology

Credentials:
Advanced:, Advisory, Securities, Insurance, Real Estate

Brian Edwards Brian Edwards San Francisco Bay Area Details
Brian Edwards's First Investors Corporation Experience January 2011 - April 2011
Job Enterprise Inside Account Executive at Box
Industry Marketing and Advertising
Experience
Box  May 2015 - Present
Box  August 2014 - May 2015
Mitsubishi Electric US, Inc.   March 2012 - August 2014
Hewlett-Packard  June 2011 - March 2012
Playboy Enterprises, Inc.   September 2009 - June 2011
First Investors Corporation   January 2011 - April 2011
Upland Sports Arena  January 2010 - December 2010

Skills
CRM, Account Management, Strategic Partnerships, Sales, Sales Operations, New Business Development, Management, Negotiation, Salesforce.com, Selling, Solution Selling, Direct Sales, Customer Service, Marketing Communications, Lead Generation, Sales Presentations, Sales Management, Customer Relationship..., SaaS, Sales Process, Marketing, Contract Negotiation, Proposal Writing, Business Development, Product Marketing, Program Management, Microsoft Office, Public Speaking, Team Building, Strategy, B2B, Forecasting, Virtualization, Sales & Marketing..., Project Management

Education
University of Southern California   2007 — 2011
Bachelor of Science (B.S.), School of Public Policy and Development in in Management and Planning

J. Michael Colich J. Michael Colich Greater Los Angeles Area Details
J. Michael Colich's First Investors Corporation Experience September 2010 - December 2010
Job MBA/MRED Graduate Student At University of Southern California
Industry Real Estate
Experience
University of Southern California  Senior Financial ConsultantCBREJune 2012 - June 2014
CB Richard Ellis  May 2011 - June 2012
First Investors Corporation   September 2010 - December 2010
JMC Management   June 2010 - August 2010
Southwest Pipeline and Trenchless   June 2008 - August 2008
Rocky Troncale, CPA   June 2007 - August 2007
Stevens First Principles   June 2005 - August 2005

Skills
PowerPoint, Financial Modeling, Financial Analysis, Real Estate, Microsoft Excel, ARGUS, Microsoft Word, Microsoft Office, Outlook, Investments, Valuation, Research, Market Research, Social Media, Leases, Real Estate Economics, Finance, Accounting, Portfolio Management

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

University of Southern California   2014 — 2016
Master of Real Estate Developement (MRED)

University of San Diego   2006 — 2011
BBA, Finance and Real Estate (Double Major)

University of Virginia Semester at Sea   2009 — 2009

Chris Paterna Chris Paterna Greater Boston Area Details
Chris Paterna's First Investors Corporation Experience June 2001 - August 2003
Job Regional Vice President at Transamerica Retirement Solutions at Transamerica
Industry Financial Services
Experience
Transamerica  March 2014 - Present
Principal Financial Group  July 2007 - March 2014
The Hartford - Retirement Plans Group   January 2006 - June 2007
The Hartford - Retirement Plans Group   October 2004 - December 2005
First Investors Corporation   June 2001 - August 2003

Skills
Retirement, Defined Benefit, ERISA, 401k, Retirement Planning, Profit Sharing, Executive Pay, 403 b, Finance, Series 63, Series 7, Small Business, Mutual Funds, Non-Qualified Deferred..., Series 6, Fixed Annuities

Education
University of New Hampshire   1997 — 2001
B.A., Psychology

David Parra David Parra Spring, Texas Details
David Parra's First Investors Corporation Experience 2013 - January 2013
Job at
Industry Marketing and Advertising
Experience
BBVA Compass  January 2015 - Present
Texas Rush   August 2014 - Present
First Investors Corporation   2013 - January 2013
UNC Asheville  January 2009 - January 2013
First Investors  June 2012 - August 2012
Keller Williams Real Estate with Asheville Holistic Realty team   May 2012 - June 2012
UNC Asheville  April 2011 - May 2012

Skills
Marketing, Financial Analysis, International Business..., Spanish, Soccer, Bilingual, Social Media Marketing, Marketing Strategy, Marketing Management, Product Marketing, Online Marketing, Market Research, Marketing Communications, Email Marketing, Social Networking, Social Media, Management, Facebook, Leadership, Public Relations, Marketing Research, Sports Marketing, Public Speaking, PowerPoint, Advertising, Fundraising, Event Management, Customer Service, Microsoft Office, Athletics, Team Leadership, Editing, Time Management, Integrated Marketing, Research, Digital Marketing, Sports, WordPress, Microsoft Excel, Data Analysis, Sports Management, Microsoft Word, Strategy, Strategic Planning, Coaching, Critical Thinking, Account Management, English, Negotiation, Creative Strategy

Education
University of North Carolina at Asheville   2009 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

The Woodlands High School   2006 — 2009
Highschool Diploma, Highschool diploma

Carrie Kaufmann Carrie Kaufmann Detroit, Michigan Details
Carrie Kaufmann's First Investors Corporation Experience July 2012 - January 2013
Job Digital Intelligence Analyst Magnify
Industry Higher Education
Experience
Marketing Associates  September 2013 - Present
Jewell Photo   September 2005 - October 2013
First Investors Corporation   July 2012 - January 2013
University of Michigan-Dearborn  September 2007 - April 2012
Buck Consultants  June 2010 - March 2012

Skills
Matlab, Statistics, Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, C++, Access, Microsoft Word, Mathematica, Community Outreach, Teaching, Teamwork, Customer Service, Time Management

Education
University of Michigan-Dearborn   2007 — 2012
Bachelor of Science (BS), Mathematics

Grosse Pointe North High School   2003 — 2007

Carlo Cisco Carlo Cisco Greater New York City Area Details
Carlo Cisco's First Investors Corporation Experience May 2008 - August 2008
Job Founder & CEO of SELECT
Industry Internet
Experience
SELECT  December 2012 - Present
Tech Cocktail  November 2014 - Present
Global Internet Entrepreneurs & Investors   April 2011 - Present
NGLCCNY   April 2014 - Present
FoodFan  June 2011 - December 2012
Groupon  January 2011 - May 2011
AMR Capital Trading  September 2009 - January 2011
Revo Payments   October 2008 - August 2009
Velvet Rope Productions   September 2006 - May 2009
First Investors Corporation   May 2008 - August 2008

Skills
Business Strategy, Investments, Product Development, Sales Management, Business Intelligence, Online Marketing, Marketing Strategy, Market Analysis, Financial Markets, Start-ups, Project Management, Financial Analysis, Management Consulting, Strategic Planning, Strategic Partnerships, User Experience, Business Development, Mobile Devices, Marketing, Sales, Entrepreneurship, E-commerce, Market Research, Lead Generation, Leadership, Management, Salesforce.com, Financial Modeling, Finance, Venture Capital, Competitive Analysis

Education
University of Miami - School of Business   2005 — 2009
BBA, Finance, Marketing

Kent School   2001 — 2005
Prep School

Aaron Gottlieb Aaron Gottlieb Seattle, Washington Details
Aaron Gottlieb's First Investors Corporation Experience January 2011 - April 2011
Job Revenue Management Analyst II at Alaska Airlines
Industry Airlines/Aviation
Experience
Alaska Airlines  November 2011 - Present
Alaska Airlines  October 2014 - April 2015
Electronic Arts  January 2011 - May 2011
First Investors Corporation   January 2011 - April 2011
Costco Wholesale  May 2008 - August 2010

Skills
Aviation, Airlines, Finance, Investments, Marketing, Pricing Strategy, Sales, Start-ups, Editing, Strategy

Education
University of Southern California   2007 — 2011
BS, Economics/Mathematics, Journalism: News Media & Society

University of Otago   2010 — 2010

Shannon P. Hatch Shannon P. Hatch Washington D.C. Metro Area Details
Shannon P. Hatch's First Investors Corporation Experience April 1998 - November 1999
Job Public Affairs Specialist at National Cancer Institute
Industry Public Relations and Communications
Experience
National Cancer Institute  August 2010 - Present
National Cancer Institute / Feinstein Kean Healthcare   April 2009 - August 2010
Association of American Cancer Institutes  November 1999 - April 2009
First Investors Corporation   April 1998 - November 1999

Skills
Strategic Communications, Public Relations, Social Media, Community Outreach, Public Affairs, Event Management, Media Relations, Public Policy, Public Speaking, Journalism, Project Management, Program Management, Issues Managment, Message Development, Non-profits

Education
University of Pittsburgh   2000 — 2005
BA, Media Communication

Everton Mandelli Everton Mandelli Greater Boston Area Details
Everton Mandelli's First Investors Corporation Experience October 2013 - Present
Job Financial Services Representative. Dedicated retirement planner and dedicated in protecting families.
Industry Financial Services
Experience
First Investors Corporation   October 2013 - Present
Winchester Hospital  January 2011 - Present
Dunkin Donuts  August 2006 - March 2012
AJP Donut Inc   August 2006 - March 2012
Primo’s Pizzeria   June 2005 - August 2005

Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Process Scheduler, Management, Event Planning, Teamwork, Leadership, Social Networking, Retail, Sales

Education
UMass Lowell   2009 — 2013
Business Management & Finance, Business Administration and Management, General

Malden High School   2005 — 2009
High School Diploma

Malden High School   2005 — 2009
Diploma

Malden High school   2005 — 2009
High School Diploma

University of Massachusetts Lowell
Business or Criminal Justice

Dawn Francfort Dawn Francfort Greater New York City Area Details
Dawn Francfort's First Investors Corporation Experience November 2011 - Present
Job Consumer Analyst at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation   November 2011 - Present
Sursum Capital Management / Exis Capital   June 2010 - March 2011
Chartwell Investment Partners  April 2009 - May 2010
Lehman Brothers/Barclays Capital  June 2006 - January 2009
AIG SunAmerica Asset Management  November 2004 - May 2006
CIBC World Markets  June 2000 - November 2004

Skills
Portfolio Management, Equity Research, Equities, Asset Managment, Financial Modeling, Hedge Funds, Series 7, Corporate Finance, Valuation, Bloomberg, Asset Management, Alternative Investments, Equity Valuation, Mutual Funds, Investments, Private Equity, Capital Markets

Education
University of Richmond - Robins School of Business   1989 — 1993
BSBA, Business

Frank Fasano Jr. Frank Fasano Jr. Greater New York City Area Details
Frank Fasano Jr.'s First Investors Corporation Experience May 2003 - March 2004
Job VP of Operations at F&F Industrial Equipment Corp. / CoFounder at Golficity.com
Industry Business Supplies and Equipment
Experience
F & F Industrial Equipment Corp.   January 2010 - Present
Golficity   May 2012 - Present
Industrial Distribution   January 2012 - Present
OMinsight.com   August 2011 - May 2013
F & F Industrial Equipment Corp.   March 2004 - December 2009
First Investors Corporation   May 2003 - March 2004
Morgan Stanley  May 2002 - August 2002
Merrill Lynch  May 2001 - August 2001

Skills
Operations Management, Business Process Design, ERP Software, CRM, Inventory Control, Continuous Improvement, Website Development, Content Strategy, Social Media Marketing, SEO, Supply Chain Management, Business Development, Industrial Distribution, Windows System..., Warehouse Management, Excel, Change Management, CRM Integration, Team Building, Inventory Management, Small Business Marketing, Quality Assurance, Quality Management, Contract Management, IT Operations, IT Management, Supervisory Skills, Wordpress, Human Resources, Outsourcing Management, Warehousing, Vendor Management, E-commerce, Marketing Strategy, Logistics, Purchasing, ERP, Business Process, Strategic Planning, Microsoft Excel

Education
University of Scranton   2008 — 2010
Masters, MBA, Operations Management Specialization, 3.98

University of Scranton   1999 — 2003
Bachelor, Major in Economics, Minor in Finance, 3.49

Christopher Kwon Christopher Kwon Greater Philadelphia Area Details
Christopher Kwon's First Investors Corporation Experience July 2008 - April 2012
Job Financial Advisor at Firstrust Financial Resources
Industry Financial Services
Experience
Firstrust Financial Resources  April 2012 - Present
BNI: NE Philly Chapter   October 2010 - September 2012
First Investors Corporation   July 2008 - April 2012

Education
University of Pennsylvania   2004 — 2008
Bachelor of Arts, Economics, Music

Kate Shaughnessy Kate Shaughnessy Greater Nashville Area Details
Kate Shaughnessy's First Investors Corporation Experience September 2004 - June 2005
Job Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  December 2013 - April 2014
John Hancock Financial Services  September 2013 - December 2013
John Hancock Financial Services  June 2012 - September 2013
John Hancock Financial Services  October 2007 - June 2012
William Gallagher Associates  June 2005 - June 2006
First Investors Corporation   September 2004 - June 2005

Skills
Life Insurance, Customer Service, Business Analysis, Account Management, Mutual Funds, Sales Management, Investments, Financial Analysis, Risk Management, Analysis, Microsoft Office, PowerPoint, Project Management, Public Speaking, Social Media Marketing, Team Building, Insurance, Process Improvement

Education
Southern New Hampshire University   2009 — 2012
Master’s Degree, Global M.B.A. with a certificate in Project Management

University of New Hampshire   2000 — 2004
Bachelor’s Degree, Business Administration

Mallory Zunino Mallory Zunino Portland, Oregon Area Details
Mallory Zunino's First Investors Corporation Experience June 2009 - September 2009
Job Finance Enthusiast
Industry Financial Services
Experience
Nike  May 2015 - Present
Nike  June 2012 - May 2015
Pacific Star Communications  January 2012 - June 2012
Acumen Financial Services Group, PC, CPAs   October 2009 - June 2012
UrgentCare NW - Management   June 2009 - September 2009
First Investors Corporation   June 2009 - September 2009
International Affairs - University of Oregon   January 2009 - April 2009
Registrar's Office - University of Oregon   April 2006 - March 2009

Skills
Quickbooks, Financial Reporting, Month End Close, Auditing, Compilation, Accounts Payable, Payroll Processing, Creative Problem Solving, Peachtree, Microsoft Office 2007, MAS 200 Accounting..., BNA Fixed Assets..., Salesforce.com, Microsoft Office 2010

Education
University of Oregon - Charles H. Lundquist College of Business   2005 — 2009
B.S., Business Administration - Finance

Sam Barlow High School   2001 — 2005
Diploma, General Studies

Craig Tish Craig Tish Greater New York City Area Details
Craig Tish's First Investors Corporation Experience January 1985 - February 1987
Job COMMERCIAL SALES MANAGER at THE SALERNO DUANE AUTO GROUP
Industry Automotive
Experience
THE SALERNO DUANE AUTO GROUP   April 2010 - Present
warnock automotive   June 1991 - April 2010
First State Financial  March 1987 - May 1990
First Investors Corporation   January 1985 - February 1987

Education
University of Michigan

Colin Hu Colin Hu New York, New York Details
Colin Hu's First Investors Corporation Experience May 2009 - July 2009
Job Senior Analyst, AmexTravel.com Global Platform User Experience at American Express
Industry Marketing and Advertising
Experience
American Express  August 2015 - Present
American Express  June 2013 - August 2015
Experian Marketing Services  October 2011 - June 2013
WebMD  June 2011 - September 2011
Manhattan GMAT  April 2010 - May 2011
Delaware Valley Regional Planning Commission  September 2010 - December 2010
Marketing Undergraduate Student Establishment   November 2009 - November 2010
Karchner Marketing Research  May 2010 - August 2010
First Investors Corporation   May 2009 - July 2009

Skills
HTML, CSS, PHP, MySQL, JavaScript, Analysis, Qualitative Research, Marketing Research, Strategy, Google Analytics, Digital Marketing, Data Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, Social Media, PowerPoint

Education
University of Pennsylvania   2008 — 2011
BA, Economics, Minor in Consumer Psychology

Kurt Puff Kurt Puff White Plains, New York Details
Kurt Puff's First Investors Corporation Experience May 2013 - January 2014
Job Alternative Investments at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
Prudential Financial  May 2014 - July 2015
First Investors Corporation   May 2013 - January 2014
Enterprise Rent-A-Car  June 2012 - August 2012
YWCA  June 2008 - August 2011
Siwanoy Country Club  June 2009 - August 2009
Abercrombie & Fitch  January 2009 - April 2009
Pedigree Ski Shop  October 2008 - December 2008

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, Marketing Strategy, Sales, Management, Accounting, Time Management, Customer Satisfaction, Data Analysis, Social Networking, Finance, Marketing, Investments, Outlook, Leadership, Social Media Marketing, Fundraising, Strategic Planning, Recruiting, Entrepreneurship, Budgets, Team Building, Coaching, Event Planning, Facebook, Photoshop, Portfolio Management, Insurance, Mutual Funds, Editing, Communication, Project Management

Education
University of Rhode Island   2009 — 2013
Bachelor of Arts (B.A.), Economics

University of Rhode Island   2009 — 2013
Bachelor of Arts (B.A.), Business/Managerial Economics

Elizabeth Niemczura Elizabeth Niemczura Greater Detroit Area Details
Elizabeth Niemczura's First Investors Corporation Experience May 2012 - August 2012
Job Graduate Accounting Student at Walsh College
Industry Financial Services
Experience
Harvest Partners Financial  October 2013 - Present
Harvest Partners Financial  May 2013 - October 2013
Michiganensian Yearbook  September 2011 - May 2013
First Investors Corporation   May 2012 - August 2012
A&W Restaurant  April 2008 - August 2012

Skills
Customer Service, Organization Skills, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, PowerPoint, Outlook, Economics, English

Education
Walsh College   2013 — 2016
Master’s Degree, Accounting

University of Michigan   2009 — 2013
Bachelor of Science (B.S.), Economics, Environment

Shrine High School   2005 — 2009
High School Diploma

Andrew Levenson Andrew Levenson Greater Boston Area Details
Andrew Levenson's First Investors Corporation Experience 1982 - 2007
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  July 2007 - Present
First Investors Corporation   1982 - 2007

Skills
Estate Planning, Retirement Planning, Retirement, Investments, Insurance, Financial Services, Life Insurance, Succession Planning, Portfolio Management, Fixed Annuities, Accounting, Relationship Management, Asset Management, College Recruiting, Recruiting

Education
University of Miami - School of Business   1976 — 1980
BBA, Business Management

Emil DiPentima Emil DiPentima Greater New York City Area Details
Emil DiPentima's First Investors Corporation Experience June 2009 - October 2009
Job US MBS and Structure Products Solution Analyst at ION Trading
Industry Financial Services
Experience
ION Trading  May 2013 - Present
ION Trading  February 2011 - June 2013
ION Trading  February 2010 - February 2011
First Investors Corporation   June 2009 - October 2009
Lord Abbett & Co., LLC   June 2008 - August 2008

Skills
Fixed Income, Derivatives, Risk Management, Trading, Securities, Business Analysis, Corporate Finance, Financial Services, Finance, Microsoft Office, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Mutual Funds, Financial Analysis

Education
University of Pennsylvania   2005 — 2009
BA, Economics

Kim Calcagno Kim Calcagno Portland, Oregon Area Details
Kim Calcagno's First Investors Corporation Experience March 2009 - January 2010
Job Accountant
Industry Health, Wellness and Fitness
Experience
Kaiser Permanente  April 2011 - Present
Blackbox Productions  February 2010 - April 2011
First Investors Corporation   March 2009 - January 2010

Skills
Accounting, Microsoft Excel, QuickBooks, Outlook, Financial Analysis

Education
University of Oregon - Charles H. Lundquist College of Business   2006 — 2009
Bachelor of Science, Accounting

University of Oregon   2004 — 2009
BS, Accounting

Brian Do Brian Do Coronado, California Details
Brian Do's First Investors Corporation Experience June 2011 - September 2011
Job Logistic Specialist
Industry Financial Services
Experience
US Navy  July 2014 - Present
Providence Health & Services  September 2012 - December 2014
Camp Adventure Youth Services  June 2012 - August 2012
First Investors Corporation   June 2011 - September 2011
Bright Horizon Day Care   June 2009 - September 2011

Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Social Media, Public Speaking, Facebook, Fundraising, Social Networking, Research, Management, Teamwork, Leadership

Education
University of Oregon - Charles H. Lundquist College of Business   2008 — 2012
BS, Business Administration, Finance with Economics minor

Tyson Eckel Tyson Eckel Greater San Diego Area Details
Tyson Eckel's First Investors Corporation Experience June 2009 - March 2012
Job Premier Banker at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2012 - Present
First Investors Corporation   June 2009 - March 2012
P.G. Series, Inc   May 2002 - March 2009
Applied Restoration Services   January 2001 - January 2002

Skills
Sales, Team Building, Financial Services, Time Management, Small Business, Asset Allocation, Investments, Customer Service, Accounting, Salesforce.com

Education
University of San Diego   2004 — 2008
Bachelor of Business Administration (BBA), Business Management Science, Finance, Marketing, and Supply Chain Management, 3.2

Jared McCray CFP® Jared McCray CFP® San Francisco Bay Area Details
Jared McCray CFP®'s First Investors Corporation Experience July 2011 - February 2012
Job Financial Consultant at Fidelity
Industry Financial Services
Experience
Fidelity Investments  January 2015 - Present
Fidelity Investments  May 2013 - January 2015
Fidelity  March 2012 - May 2013
First Investors Corporation   July 2011 - February 2012
Employment Services  September 2007 - May 2011
AIESEC  2009 - 2010
SingerLewak LLP  June 2008 - August 2008
SLGG, LLP   June 2007 - August 2007

Skills
Marketing, Leadership, Recruiting, Advertising, Social Media, Microsoft Office, Access, Talent Management, Microsoft Excel, Financial Analysis, Insurance, Training, Salesforce.com, Management, Human Resources, Customer Service, Spanish, Sales, Business Development, Strategic Planning, Finance, Data Entry, PowerPoint, Investments

Education
University of San Francisco
USF, Finance, Economics

Ryan Schwedfeger Ryan Schwedfeger Rochester, New York Area Details
Ryan Schwedfeger's First Investors Corporation Experience July 2009 - May 2010
Job Private Client Advisor, Vice President at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A.   June 2010 - Present
First Investors Corporation   July 2009 - May 2010

Skills
Portfolio Management, Finance, Investment Advisory, Economics, Mutual Funds, Series 7, Retirement Planning, Life Insurance, Strategic Planning, Investments, Strategic Financial..., Wealth Management, Financial Services, Investment Strategies, Retirement, 401k, Equities, Relationship Management, Asset Allocation, Fixed Annuities

Education
University of Pittsburgh   2005 — 2009
BSBA, Finance, Economics, International Business

McQuaid Jesuit High School   2001 — 2005

Brian de Mello Brian de Mello Greater New York City Area Details
Brian de Mello's First Investors Corporation Experience June 2001 - April 2004
Job Manager
Industry Executive Office
Experience
Dughi, Hewit & Domalewski, P.C.   March 2011 - Present
DIY Entrepreneur   June 2008 - March 2011
UGL-Unicco Integrated Facilities/Office Services Co.   June 2007 - June 2008
UGL-Unicco Integrated Facilities/Office Services Co.   February 2006 - June 2007
National Edcuational Music Co.   August 2005 - February 2006
Independent Consulting / Sub-Contracting   April 2004 - August 2005
First Investors Corporation   June 2001 - April 2004
Sherwin-Williams Paints  August 1999 - January 2001

Skills
Customer Service, Training, Research, Outlook, Troubleshooting, Leadership, Microsoft Office, Microsoft Excel, Brazilian Portuguese, Data Entry, Nonprofits, Social Media, Personnel Supervision, Mainframe, Accutrac, Adobe Acrobat, Microsoft Word, Spanish, Management, PowerPoint, Editing, Paralegal, Internet, credit & collections, SC Logic, Power Point, Sales, Proofreading, Inventory Management, Time Management, Records Management, Logistics, Reprographics, Organization, Ebay Sales, Office Management, Archival Management, CSS, XHTML, HTML, Data Mining, Technical Support

Education
ONLC Training Centers   2015 — 2015
Certificate, Web Design: XHTML, HTML & CSS

University of Scranton   1995 — 1999
Bachelor of Arts, International Business & Languages

University of Scranton   1995 — 1999
Bachelor of Arts, Spanish

Westfield High School   1991 — 1999
High School Diploma, Regular/General High School/Secondary Diploma Program

Renae Tripp, CPA Renae Tripp, CPA Seattle, Washington Details
Renae Tripp, CPA's First Investors Corporation Experience June 2009 - September 2009
Job Accounting & Finance Recruiter at iMatch
Industry Staffing and Recruiting
Experience
iMatch   July 2013 - Present
PwC  July 2011 - July 2013
Geffen Mesher & Company, P.C.   June 2010 - August 2010
First Investors Corporation   June 2009 - September 2009

Skills
Tax, Corporate Tax, Tax Research, Financial Accounting, Tax Returns, Corporate Finance, Financial Analysis, Financial Reporting, Accounting, Tax Preparation, US Tax, Tax Accounting, Partnership Taxation, International Tax, Sourcing, Income Tax, Talent Acquisition, Recruiting, US GAAP

Education
University of Washington, Michael G. Foster School of Business   2010 — 2011
Masters of Professional Accounting, Accounting - Taxation

University of Oregon - Charles H. Lundquist College of Business   2006 — 2010
Bachelor of Science, Accounting, Economics

Frank D'Amico MBA, CIA Frank D'Amico MBA, CIA Greater Pittsburgh Area Details
Frank D'Amico MBA, CIA's First Investors Corporation Experience 1998 - 1998
Job Compliance Review Lead at Healthcare Management Solutions, LLC
Industry Hospital & Health Care
Experience
Healthcare Management Solutions, LLC  February 2015 - Present
Healthcare Management Solutions, LLC  September 2013 - February 2015
Wolters Kluwer  July 2013 - September 2013
MedStar Health  2011 - 2013
UPMC Health Plan  September 2010 - July 2011
Highmark Medicare Services Inc   August 2008 - September 2010
Highmark Inc  June 2003 - August 2008
American Eagle Outfitters  July 2000 - April 2002
First Investors Corporation   1998 - 1998

Skills
Internal Audit, Internal Controls, Analysis, Accounting, Management, Auditing, Revenue Cycle, Leadership, Training, IT Audit, Quality Auditing, Finance, Policy, Change Management, Operational Risk, Data Analysis, Regulatory Requirements, Project Coordination, PowerPoint, Insurance, Strategy, Strategic Planning, Compliance Audits, Strategic Consulting, Operational Excellence, Project Planning, Affordable Care Act, TeamMate, Process Improvement, Healthcare, Risk Management, Business Process..., Medicare

Education
University of Phoenix   2002 — 2004
Master, Business Administration

University of Pittsburgh   1993 — 1997
Bachelor of Arts- Dual, Business Administration and Communication

North Catholic High School   1989 — 1993
Diploma, General Studies

Brian Kant Brian Kant Greater Minneapolis-St. Paul Area Details
Brian Kant's First Investors Corporation Experience May 2009 - July 2009
Job Business Analyst at BI WORLDWIDE
Industry Information Technology and Services
Experience
BI WORLDWIDE  December 2013 - Present
Humana  May 2011 - December 2013
Humana  September 2009 - May 2011
First Investors Corporation   May 2009 - July 2009

Skills
Insurance, Call Center, Requirements Analysis, Business Analysis, Data Analysis, SQL, Requirements Gathering, Agile Methodologies, SDLC, Call Centers, Analysis, Leadership, Process Improvement, Cross-functional Team..., Six Sigma, Visio, SharePoint, IT Strategy, Project Management, Business Process..., Business Intelligence, Business Process, Software Documentation, Health Insurance, Analytics, Access, User Acceptance Testing, Software Project..., Strategic Planning, Program Management, Change Management, Databases

Education
University of Wisconsin-Whitewater   2011 — 2013
MBA, Operations and Supply Chain Management

University of Minnesota-Twin Cities   2004 — 2009
Bachelor of Arts, Economics

Greg Bae Greg Bae San Francisco Bay Area Details
Greg Bae's First Investors Corporation Experience December 2003 - September 2004
Job Director, Strategic Development at Comcast
Industry Online Media
Experience
Comcast  September 2013 - Present
Comcast Ventures  August 2012 - September 2013
Comcast  September 2010 - September 2013
Comcast  September 2011 - September 2012
Comcast  September 2010 - September 2011
Comcast Programming Group   August 2008 - September 2010
Comcast  December 2006 - August 2008
Hollywood Entertainment (Hollywood Video & Game Crazy)   January 2005 - December 2006
First Investors Corporation   December 2003 - September 2004
Bae & Bae, Inc.   November 2001 - November 2003

Skills
Strategy, Start-ups, Strategic Financial..., Business Development, Mergers & Acquisitions, Finance, Digital Video, Digital Strategy, Digital Marketing, Product Strategies, New Business Development, Online Marketing, Digital Media, New Media, Forecasting, Financial Analysis, Financial Modeling, Strategic Planning, Corporate FP&A, Strategic Partnerships, Business Strategy, Competitive Analysis, Budgets, Process Improvement, Executive Management, Management Consulting, Internal Audit, Cross-functional Team..., Financial Reporting, Product Development, Marketing Strategy, M&A, Public Speaking, Quantitative Analysis, PowerPoint, Management, Equity Research, Advertising, Due Diligence, Product Management, Market Research, Primary Research, Research, Quantitative Research, Portfolio Management, Display Advertising, Financial Planning

Education
Villanova University   2011 — 2013
Executive Education (FMLP)

University of Oregon   1999 — 2003
B.S., Economics

Marine Corps Officer Candidate School - Quantico, VA   2000 — 2000
Leadership and Military Strategy

Matt Percin Matt Percin Portland, Oregon Area Details
Matt Percin's First Investors Corporation Experience June 2011 - August 2011
Job Financial Analyst at Charter School Capital, Inc.
Industry Financial Services
Experience
Charter School Capital, Inc.   June 2013 - Present
Innovation Asset Group  June 2012 - June 2013
First Investors Corporation   June 2011 - August 2011
Columbia Edgewater Country Club  June 2009 - September 2010

Skills
Financial Modeling, Financial Analysis, Analysis, Budgets, Team Building, Forecasting, Financial Statement..., Strategic Planning, Microsoft Office, Communication Skills, Pricing, Metrics Reporting, Microsoft Office..., Technical Writing, Analytical Skills, Microsoft Excel

Education
University of Oregon   2008 — 2012
Bachelor of Science, Finance with an Economics Minor

Andrew Hess Andrew Hess Greater New York City Area Details
Andrew Hess's First Investors Corporation Experience June 2010 - February 2012
Job Senior Fund Accountant at KKR Prisma
Industry Accounting
Experience
KKR  March 2013 - Present
JPMorgan Chase  February 2012 - March 2013
First Investors Corporation   June 2010 - February 2012
Nicholson & Associates  January 2010 - May 2010
International Tennis Hall of Fame  September 2009 - January 2010

Skills
Excel, Accounting, PowerPoint, Accounts Payable, Access, Finance, Account Reconciliation, Financial Analysis, Forecasting, Analysis, Management, Managerial Finance, Microsoft Excel, Internal Controls, Banking, Hedge Funds, Outlook, Mutual Funds, Economics, Microsoft Office, QuickBooks, Leadership, General Ledger, Tax, Auditing, Investment Banking, Financial Modeling, Strategic Planning, Private Equity, Customer Service, Risk Management, Microsoft Word, Financial Accounting, Budgets, Financial Reporting

Education
University of Rhode Island   2006 — 2010
Bachelor of Science, Accounting

University of Rhode Island - College of Business Administration   2006 — 2010
BS, Accounting

John P. Maguregui John P. Maguregui Austin, Texas Area Details
John P. Maguregui's First Investors Corporation Experience June 2000 - August 2000
Job Account Executive at Absolute Software
Industry Computer Software
Experience
Absolute Software  June 2011 - Present
Dell  January 2005 - June 2011
Dell  January 2002 - December 2004
First Investors Corporation   June 2000 - August 2000

Skills
Overcome Objections, Acquisition Sales, Sales, Team Building, Teamwork, Solution Selling, Account Management, Cloud Computing, Sales Management, Enterprise Software, Channel, Salesforce.com, Direct Sales, Sales Process, SaaS, Management, Product Marketing, Data Center, Sales Operations, Lead Generation, Strategic Partnerships, Partner Management, Software Industry, Storage, Professional Services, Demand Generation, Go-to-market Strategy, Selling, Channel Sales, Storage Solutions, CRM, Business Alliances, Managed Services, Complex Sales, Virtualization, Cold Calling, Pre-sales, Sales Presentations, Resellers, Multi-channel Marketing, B2B, Storage Area Networks, Storage Virtualization, Product Management, SMB, Business Development, Enterprise Storage, Cross-functional Team..., Microsoft Licensing

Education
University of Oklahoma   1997 — 2001
BBA, International Business, Management Information Systems

Christine Huynh Christine Huynh San Francisco, California Details
Christine Huynh's First Investors Corporation Experience June 2010 - September 2010
Job Senior Financial Analyst, Retail at Levi Strauss & Co.
Industry Retail
Experience
Levi Strauss & Co.   January 2015 - Present
Levi Strauss & Co.   March 2014 - December 2014
Levi Strauss & Co.   September 2011 - March 2014
University of Oregon  May 2011 - September 2011
University of Oregon  September 2010 - June 2011
First Investors Corporation   June 2010 - September 2010
Nike  2006 - 2008

Skills
Event Planning, Customer Service, Community Outreach, Cold Calling, Fundraising, Microsoft Office, Social Media, PowerPoint, Public Speaking, Social Networking, Retail, Microsoft Excel, Data Analysis, Financial Modeling, Real Estate Financing, Time Management, Sales, Leadership

Education
University of Oregon - Charles H. Lundquist College of Business   2007 — 2011
Bachelor of Science, Business Administration, Communication Studies

Al Boyce Al Boyce Greater Minneapolis-St. Paul Area Details
Al Boyce's First Investors Corporation Experience 1987 - 1991
Job Owner, PedalPub, LLC
Industry Entertainment
Experience
PedalPub, LLC   April 2007 - Present
Beer Judge Certification Program   June 2004 - Present
US Bank  September 2000 - March 2012
Many Point Scout Camp, BSA   June 1973 - August 2001
Inacom Information Systems  September 1997 - April 2000
Target  September 1995 - September 1997
Prudential Insurance  September 1991 - September 1995
First Investors Corporation   1987 - 1991
City Pages  1985 - 1987
KQRS   1981 - 1985

Skills
Training, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Project Management, Social Networking, Public Speaking, Team Leadership, Sales, Social Media Marketing, Strategic Planning, Marketing, Team Building, Visio, Networking, Technical Writing, Fundraising, Inventory Management, Entrepreneurship, Advertising, Nonprofits, Time Management, Management, Event Management, Event Planning, Online Marketing, Marketing Communications, Public Relations, Marketing Strategy, Email Marketing, Account Management, Budgets, Market Research, Strategy

Education
Control Data Institute (CDI)   1989 — 1990
Technical Certificate, Computer Programming

University of Minnesota-Twin Cities   1975 — 1981
BA, Journalism

Coon Rapids High School   1973 — 1975
Graduate

Roosevelt Junior High School   1970 — 1972
Graduate

New Horizons

Alfredo Lavalle Alfredo Lavalle Greater New York City Area Details
Alfredo Lavalle's First Investors Corporation Experience November 2007 - July 2008
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  May 2013 - Present
SDS Financial Technologies   March 2009 - Present
Bank of America  September 2008 - February 2009
Cait & Abby's Daily Bread Bakery   June 2003 - August 2008
First Investors Corporation   November 2007 - July 2008

Skills
Sales

Education
University of Scranton   2004 — 2008
Bachelors of Science, International Business

Aaron Lulich Aaron Lulich Seattle, Washington Details
Aaron Lulich's First Investors Corporation Experience June 2010 - September 2010
Job Financial Analyst at Amazon
Industry Accounting
Experience
Amazon  September 2014 - Present
Levi Strauss & Co.   April 2013 - September 2014
Levi Strauss & Co.   March 2012 - April 2013
Levi Strauss & Co.   January 2012 - February 2012
First Investors Corporation   June 2010 - September 2010

Skills
Financial Accounting, US GAAP, Financial Analysis, SAP, Microsoft Excel, Account Reconciliation, Analysis, Intercompany..., Strategic Financial..., Hyperion HFM, FDM, Blackline, Foreign Currency..., Financial Modeling, Consolidation, Process Improvement, Training, User Acceptance Testing, System Testing, Cross-functional Team..., Project Management, Internal Controls

Education
University of Oregon - Charles H. Lundquist College of Business   2007 — 2011
BS, Accounting and Finance

Eva (Eva Christiansen) Marthaler Eva (Eva Christiansen) Marthaler Minnetonka, Minnesota Details
Eva (Eva Christiansen) Marthaler's First Investors Corporation Experience January 1990 - April 1990
Job Business Systems Analyst
Industry Information Technology and Services
Experience
Weight Watchers  November 2012 - Present
Stampin' Up! Independent Demonstrator   August 2006 - December 2012
Best Buy  April 1995 - December 2006
Best Buy  July 1994 - April 1995
InfoSpan Corporation   March 1991 - July 1994
Adkins & Associates  May 1990 - March 1991
First Investors Corporation   January 1990 - April 1990

Skills
Leadership, Interpersonal Skills, Communication, Team Building, Training Delivery, Time Management, Analytical Skills, Collaborative Problem..., Microsoft Office, Oracle HR, SQL Navigator, Toad, Oracle Discoverer, IPRO, Software Quality..., Data Interfaces, Data Analysis, Data Entry, Business Analysis

Education
University of Minnesota-Morris   1988 — 1989
Bachelor's Degree, Business/Managerial Economics, 3.56/4.0

University of Wisconsin-Eau Claire   1985 — 1988
Business Administration and Management, General

Ellsworth Senior High   1982 — 1985
High School

Aric Buckholt Aric Buckholt Greater Pittsburgh Area Details
Aric Buckholt's First Investors Corporation Experience May 1993 - April 1994
Job Architect at FTI Consulting
Industry Information Technology and Services
Experience
Lockheed Martin  February 2005 - February 2012
Electronic Data Systems  June 2002 - February 2005
Electronic Data Systems  July 1999 - May 2002
Electronic Data Systems  January 1998 - July 1999
Infotel  1994 - 1997
Midwest Micro  1994 - 1997
Radio Shack  May 1994 - October 1994
First Investors Corporation   May 1993 - April 1994

Skills
Windows Server 2003, Windows XP Professional, Windows Server 2008, Microsoft System Center..., Windows 7, Windows Vista, Windows 2000, Windows NT, CommVault, Symantec Antivirus, Troubleshooting, creating technical..., Hardware, Outstanding Customer..., printers, SQL Server, SQL Server 2005/2000, Printers, Windows Server, Disaster Recovery, Technical Support, Microsoft SQL Server, Ringtail, SCCM, Servers, Litigation Support, VMware ESX, Customer Service, Active Directory, Network Security, Virtualization, VMware, Microsoft Exchange, XP, IIS, System Administration, Switches, WAN, Networking, Network Administration, System Deployment, Laptops, Windows, Operating Systems

Education
University of Pittsburgh   1989 — 1993
BA

Carroll High School   1985 — 1989

Stephanie Germani Stephanie Germani Greater Boston Area Details
Stephanie Germani's First Investors Corporation Experience May 2006 - May 2009
Job Senior Registered Client Associate at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Managment  June 2009 - Present
First Investors Corporation   May 2006 - May 2009

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   2002 — 2006

Kirk Montgomery, PMP Kirk Montgomery, PMP Alexandria, Virginia Details
Kirk Montgomery, PMP's First Investors Corporation Experience September 2002 - December 2002
Job ERP Project Manager at SRA International
Industry Information Technology and Services
Experience
SRA International  October 2014 - Present
SRA International  January 2009 - January 2015
Carlson Companies, Inc.   March 2006 - January 2009
Radisson Plaza Hotel – Minneapolis (Carlson Hospitality Worldwide)   April 2003 - March 2006
Carlson Hospitality Worldwide  August 2004 - June 2005
First Investors Corporation   September 2002 - December 2002

Skills
HRIS, Talent Management, Performance Management, Human Resources, Project Management, PeopleSoft, Onboarding, Applicant Tracking..., Deferred Compensation, Workforce Planning, Talent Acquisition, Succession Planning, Employee Relations, Employee Engagement, Employee Benefits, Training, Interviews

Education
University of Minnesota - Carlson School of Management   2002 — 2004
MA-HRIR, Human Resources & Industrial Relations

University of Wisconsin-River Falls   1998 — 2002
BA, Psychology

Elie Khoury Elie Khoury Washington D.C. Metro Area Details
Elie Khoury's First Investors Corporation Experience 1987 - 1996
Job Director of Sales at Cox Communication
Industry Telecommunications
Experience
Cox Communication  February 2007 - Present
WorldCell Inc.   June 2000 - February 2007
WorldCell  2000 - 2007
First Investors Corporation   1987 - 1996

Skills
Solution Selling, Strategic Partnerships, Telecommunications, Wireless, Account Management, Business Development, VoIP, Sales, New Business Development, Professional Services, SaaS, Management, Enterprise Software, Cloud Computing, Program Management, Sales Process, Call Centers, Salesforce.com, Direct Sales, Start-ups, Mobile Devices, Vendor Management, Selling, Product Management, Sales Operations, Channel Partners, Cross-functional Team..., CRM, Product Marketing, Competitive Analysis, Strategy

Education
University of North Carolina at Greensboro   1982 — 1987
BS, Finance and Business Management

La Salle La Colina   1970 — 1981
High School

Ivette Limon Ivette Limon San Diego, California Details
Ivette Limon's First Investors Corporation Experience March 2011 - October 2011
Job Talent Services Manager at Gompers Preparatory Academy
Industry Education Management
Experience
Gompers Preparatory Academy  December 2011 - Present
First Investors Corporation   March 2011 - October 2011
Live Nation  July 2009 - March 2010
House of Blues  August 2008 - July 2009
Finest City Broadcasting  August 2007 - May 2008
Finest City Broadcasting  January 2007 - May 2007

Skills
Facebook, Social Media Marketing, Social Media, Marketing, Event Planning

Education
University of San Diego   2006 — 2010
Marketing, Communications

Stacy Collins-Nance, CLTC Stacy Collins-Nance, CLTC Tampa, Florida Details
Stacy Collins-Nance, CLTC's First Investors Corporation Experience September 2001 - February 2003
Job Interim DNOS at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  May 2014 - Present
Northwestern Mutual  November 2010 - April 2014
Northwestern Mutual Financial Network  April 2007 - December 2010
MassMutual Financial Group  April 2005 - March 2007
State Farm  August 2004 - April 2005
John Moore, CPA   September 2002 - August 2004
State Farm  March 2003 - July 2004
First Investors Corporation   September 2001 - February 2003

Skills
Training, Finance, Interviews, New Business Development, Long-term Care, FINRA, Policy, Account Reconciliation, Estate Planning, Series 7, Series 6, Series 63, Series 9/10, Series 66, Life Insurance, Disability Insurance, Regulatory Requirements, Compliance, Insurance, Securities, Investments, Networking, Uniform Combined State..., AML, Financial Risk, Employee Training

Education
University of North Carolina at Chapel Hill   1997 — 2001
BA, German

North Carolina School of Science and Mathematics (NCSSM)   1995 — 1997

Crystal Lawston Crystal Lawston Richmond, Virginia Area Details
Crystal Lawston's First Investors Corporation Experience March 2003 - Present
Job Senior Administrator/Regional Recruiter at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation   March 2003 - Present
Virginia Association of Colleges and Employers   2003 - 2011

Education
University of Nebraska

Scott Cady Scott Cady New York, New York Details
Scott Cady's First Investors Corporation Experience May 2010 - September 2012
Job Revenue Analyst at Highgate Hotels
Industry Hospitality
Experience
Highgate Hotels  October 2013 - Present
Highgate Hotels  March 2015 - May 2015
Envestnet, Inc  December 2012 - July 2013
First Investors Corporation   May 2010 - September 2012
First Investors Corporation   June 2009 - May 2010
University of Rochester  February 2008 - May 2010
Genesee Foundation   July 2007 - August 2008
Specialty Sports Venture  July 2005 - July 2007

Skills
Investments, Microsoft Excel, Economics, Finance, Portfolio Management, Microsoft Word, PowerPoint, Hospitality, Revenue Analysis, Time Management, Tourism, Leadership, Customer Service, Business Analysis, Opera

Education
University of Rochester   2006 — 2010
Bachelor of Arts, Financial Economics

Columbine High School   2002 — 2006

Jessica Pacelli Jessica Pacelli Greater Pittsburgh Area Details
Jessica Pacelli's First Investors Corporation Experience July 2006 - September 2008
Job Financial Services Representative at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation   July 2006 - September 2008
first invevstors corporation   2006 - 2008

Education
University of Pittsburgh   2001 — 2006
BS & BA, Psychology, Business & Philosophy

Peter Molesa Peter Molesa Greater Detroit Area Details
Peter Molesa's First Investors Corporation Experience January 2005 - January 2009
Job Senior Account Executive and Investment Advisor Representative of SII at Platinum Wealth Management Group
Industry Financial Services
Experience
Platinum Wealth Management Group, Inc.   January 2009 - Present
First Investors Corporation   January 2005 - January 2009
Eli Lilly  January 2001 - August 2004
Merck & Co., Inc.   June 1998 - January 2001

Education
University of Michigan   1994 — 1998
Bachelor of Arts, Economics

Troy High School   1990 — 1994

Carey Rosko Carey Rosko Charlotte, North Carolina Area Details
Carey Rosko's First Investors Corporation Experience January 2006 - December 2006
Job Lead at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  January 2012 - Present
Bank of America Merrill Lynch  November 2009 - December 2011
Wells Fargo  June 2007 - November 2009
First Investors Corporation   January 2006 - December 2006
Hendrick Automotive Group  March 2001 - August 2006

Skills
Derivatives, Structured Products, Capital Markets, Internal Audit, Asset Management, Investment Banking, Compliance, Pricing, Financial Analysis, Risk Management, Process Improvement, Operational Risk..., Strategy, Trading, Valuation, Analysis

Education
University of North Carolina at Charlotte   2003 — 2007
Finance, Finance and Economics

Smriti Laxman Popenoe, CFA Smriti Laxman Popenoe, CFA Washington D.C. Metro Area Details
Smriti Laxman Popenoe, CFA's First Investors Corporation Experience 1990 - 1991
Job CoChief Investment Officer at Dynex Capital
Industry Financial Services
Experience
Dynex Capital  January 2014 - Present
TriSim Inc.   February 2013 - December 2013
PHH Corporation  September 2010 - February 2013
TriSim Inc.   October 2009 - September 2010
Wachovia, A Wells Fargo Company  2006 - 2009
Sunset Financial   2003 - 2006
Freddie Mac  1994 - 2003
FINRA  1993 - 1994
First Investors Corporation   1990 - 1991

Skills
Leadership, Strategic Planning, Stakeholder Engagement, Stakeholder Management, Mortgage Servicing, Securitization, Asset/Liability..., Treasury Management, Fixed Income Portfolio..., Valuation and Analytics, ALM, Risk Management, Portfolio Management, Fixed Income, Capital Markets, Valuation, Investments, Banking, MBS, Asset Managment, ABS, Credit, Financial Risk, Derivatives, Credit Risk, Asset Management

Education
CFA Institute   1994 — 1997
CFA

University of Rochester - Simon Business School   1991 — 1993
MBA

St. Joseph's College of Arts and Sciences   1987 — 1990
B.Sc

Alliance Francaise   1986 — 1990
Diplome de Langue, Superieure

Jay Bower Jay Bower Kansas City, Missouri Area Details
Jay Bower's First Investors Corporation Experience July 2008 - November 2008
Job Real Estate Consultant @ McGraw Team ReeceNichols : Strategist @ JSB Group LLC
Industry Investment Management
Experience
The McGraw Team : ReeceNichols   July 2014 - Present
JSB Group LLC   September 2012 - Present
Universal Recovery   July 2012 - July 2014
Renaissance Financial  November 2009 - June 2010
HighPointe Financial Group L.L.C.   2009 - 2009
First Investors Corporation   July 2008 - November 2008
Lake Winnebago HOA   April 2008 - August 2008
Midwest Distributors   September 2007 - April 2008
Saddle Creek Records  2003 - 2004

Skills
Investments, Insurance, Finance, Sales, Retirement Planning, Financial Analysis, Life Insurance, Retirement, Disability Insurance, Wealth Management, Asset Allocation, Financial Advisory, Business Development, Fixed Annuities, Mutual Funds, Strategic Financial..., Investment Advisory, Real Estate, Real Estate Marketing

Education
University of Missouri-Kansas City   2004 — 2007
Bachelors

Blue Springs South High School   1997 — 2001

John Chou John Chou Dallas/Fort Worth Area Details
John Chou's First Investors Corporation Experience 1998 - 2001
Job Compliance Manager at Speedmark Transportation
Industry Transportation/Trucking/Railroad
Experience
Speedmark Transportation  September 2015 - Present
Hellmann Worldwide Logistics  February 2012 - August 2015
Mid-America Overseas, Inc.   August 2011 - January 2012
OEC Freight   November 2001 - July 2011
First Investors Corporation   1998 - 2001
Speedmark Transportation  1995 - 1998

Skills
Process Improvement, Shipping, Freight, Contract Negotiation, Management, Strategic Planning, Ocean, Cross-functional Team..., Negotiation, Training, Customs Regulations, Logistics, Supply Chain, Transportation, Supply Chain Management

Education
University of Massachusetts, Amherst   1991 — 1995
B.B.A., Business Management

Ty Johnson Ty Johnson Kansas City, Missouri Details
Ty Johnson's First Investors Corporation Experience June 1992 - March 1994
Job Account Executive at Freightquote
Industry Logistics and Supply Chain
Experience
Freightquote  May 2015 - Present
DST Systems  October 2010 - January 2013
DST Systems  2005 - October 2010
DST Systems Inc.  April 1994 - October 2005
First Investors Corporation   June 1992 - March 1994

Skills
Social Media Outreach, Client Relationship..., Presentation Development, CRM, Project Management, Financial Services, Mutual Funds, Business Analysis, Vendor Management, Securities, Management, Alternative Investments, Customer Service, SDLC, Business Process..., Analysis, Operations Management, Relationship Management, Call Center, Back Office, Process Improvement, Call Centers, Business Requirements, Leadership, Requirements Gathering, Cross-functional Team..., Software Documentation, Risk Management, Team Leadership, Requirements Analysis, Change Management, Program Management, Team Building, Strategic Planning

Education
University of Missouri-Columbia   1986 — 1990
BA Economics

Peter Haug Peter Haug Greater Omaha Area Details
Peter Haug's First Investors Corporation Experience May 2009 - Present
Job Registered Representative at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation   May 2009 - Present

Education
University of Nebraska at Omaha   2005 — 2009
BSBA, Finance and Investment Sciences

Neal Mikacevich Neal Mikacevich Greater Minneapolis-St. Paul Area Details
Neal Mikacevich's First Investors Corporation Experience May 2009 - October 2009
Job Consultative Outbound Sales Banker at US Bank
Industry Financial Services
Experience
US Bank  February 2010 - Present
First Investors Corporation   May 2009 - October 2009
The Coca-Cola Company  May 2006 - September 2008

Education
University of Minnesota Duluth   2005 — 2009
BA, Finance

Arthur Rudnicki Arthur Rudnicki Greater Seattle Area Details
Arthur Rudnicki's First Investors Corporation Experience May 2009 - January 2010
Job Media Solution Specialist at Microsoft
Industry Marketing and Advertising
Experience
Microsoft  August 2012 - Present
Microsoft  May 2011 - August 2012
Marchex  December 2010 - April 2011
Poor Boyz Productions  June 2009 - December 2010
First Investors Corporation   May 2009 - January 2010

Skills
Marketing, Online Marketing, Management, Social Media, Marketing Strategy, Event Management, Advertising, Online Advertising, Custom Marketing..., Online Community..., Training, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, Series 6, IRAs, Strategic Financial..., Asset Allocation, Community Management, Investments, Wealth Management, Life Insurance, Securities, 401k, Series 63, Social Media Marketing

Education
University of Nebraska-Lincoln
Bachelor of Arts and Sciences

Brian Woodward Brian Woodward Washington D.C. Metro Area Details
Brian Woodward's First Investors Corporation Experience May 2009 - August 2009
Job Business Analyst at The Advisory Board Company
Industry Banking
Experience
The Advisory Board Company  July 2013 - Present
Wealth and Investment Management at Barclays  November 2011 - December 2012
Wealth and Investment Management at Barclays  June 2011 - November 2011
Catholic Family Center  January 2011 - March 2011
Heritage Christian Services  July 2010 - January 2011
First Investors Corporation   May 2009 - August 2009

Skills
Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Word, Accounting, Microsoft Office, Data Analysis, Strategic Planning, Analysis, Outlook, Data Entry, Internal Controls, Management, Process Improvement, Financial Risk

Education
University of Rochester   2006 — 2010
BA, Financial Economics

William Harpe William Harpe Raleigh-Durham, North Carolina Area Details
William Harpe's First Investors Corporation Experience August 1987 - March 1988
Job Technical Support Engineer III at NetApp
Industry Information Technology and Services
Experience
NetApp  July 2014 - Present
IBM  January 1995 - November 2011
First Investors Corporation   August 1987 - March 1988

Skills
Virtualization, Economics, Cloud Computing, Microsoft Windows, Networking, DHCP, Microsoft DNS, Active Directory, Computer Hardware, Laptops, BladeCenter, SAN, Storage Area Networks, Computer Troubleshooting, Computer Repair, Computer Problem..., Microsoft Servers, Financial Markets, Econometrics, Statistics, Probability, Troubleshooting, Windows System...

Education
University of North Carolina at Chapel Hill   1988 — 1990
Graduate Work, Economics

Wake Forest University   1982 — 1987
BA, Economics, Minor in Classics

Ashton Barber Ashton Barber Greater Denver Area Details
Ashton Barber's First Investors Corporation Experience February 2015 - Present
Job Campus Recruiter at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation   February 2015 - Present
Jones International University  July 2012 - February 2015
Jones International University  December 2011 - July 2012
First Investors Corporation   May 2010 - May 2011

Skills
Public Speaking, Higher Education

Education
University of Northern Colorado   2006 — 2010
Business Finance

Matthew Dorr Matthew Dorr Greater San Diego Area Details
Matthew Dorr's First Investors Corporation Experience April 2011 - January 2012
Job Financial Services
Industry Financial Services
Experience
First Investors Corporation   April 2011 - January 2012

Education
University of San Diego
Business Administration, Finance

charles chisholm charles chisholm Dallas/Fort Worth Area Details
charles chisholm's First Investors Corporation Experience 1985 - 1997
Job community service counselor at Restland
Industry Individual & Family Services
Experience
Southpark Cemetery and Funeral Home   December 2012 - Present
c3 Automotive Group   July 2003 - August 2009
Royal Alliance Associates INC  June 1993 - January 2001
First Investors Corporation   1985 - 1997

Skills
Cold Calling, New Business Development, Sales Management, Compliance, Negotiation, Strategic Planning, Business Strategy, Customer Service, Team Building, Budgeting, Marketing Strategy, Team Leadership, Mentoring, Problem Solving, Purchasing

Education
Universityof Mississippi   1981 — 1982
MBA, Finance

University of Mississippi   1978 — 1981
BBA, Finance

Moryssara Cisse Moryssara Cisse New Haven, Connecticut Details
Moryssara Cisse's First Investors Corporation Experience February 2003 - July 2003
Job Account Manager at HCSG, inc
Industry Environmental Services
Experience
Healthcare Services Group  September 2008 - Present
iNEK Technologies  January 2008 - June 2008
Chevy Chase Bank  June 2006 - November 2007
ARAMARK Healthcare Managed Services   May 2005 - June 2006
Hollywood Entertainment Corporation  December 2003 - June 2005
First Investors Corporation   February 2003 - July 2003

Skills
Customer Service

Education
University of New Haven   2000 — 2005
MBA, Finance

University of New Haven   2000 — 2003
B.S, Business Administration

University of New Haven   2000 — 2003
Bachelor of Science;, International Business; Accounting

Linda Penda Linda Penda Kansas City, Missouri Area Details
Linda Penda's First Investors Corporation Experience August 2011 - December 2011
Job Accountant/ Payroll Specialist/Tax Preparer
Industry Accounting
Experience
Arbor Creek Tax Service   September 2013 - April 2014
Reality Technology, Inc.   June 2013 - August 2013
UMKC  October 2012 - May 2013
First Investors Corporation   August 2011 - December 2011
UMKC  December 2010 - May 2011

Education
University of Missouri-Kansas City   2012 — 2014
Master's degree, Accounting with emphasis on Taxation

University of Missouri-Kansas City   2010 — 2011
BBA, Finance

Ryan Kulyik Ryan Kulyik Tampa, Florida Details
Ryan Kulyik's First Investors Corporation Experience May 2000 - March 2002
Job Strategic Business Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments  August 2012 - Present
Franklin Templeton Investments  July 2006 - August 2012
Franklin Templeton Investments  October 2004 - July 2006
Franklin Templeton Investments  November 2002 - October 2004
Bankers Life Insurance Corporation   March 2002 - November 2002
First Investors Corporation   May 2000 - March 2002

Skills
Mutual Funds, FINRA, AML, FinCEN, OFAC, Project Management

Education
University of South Florida   1996 — 2000
Bachelor's degree, Finance, General

University of South Florida, College of Business
Bachelor of Business Degree, Finance

Jonothan Lister Jonothan Lister Williamsburg, Virginia Details
Jonothan Lister's First Investors Corporation Experience January 2008 - October 2008
Job Mathematics Teacher at Newport News Public Schools
Industry Education Management
Experience
Newport News Public Schools  October 2008 - Present
First Investors Corporation   January 2008 - October 2008
NASA Langley Research Center  May 2007 - June 2008

Skills
Tutoring, Classroom, Educational Leadership, Educational Technology, Teaching, Lesson Planning, Classroom Management, Teacher Training, K-12, Differentiated...

Education
Christopher Newport University   2004 — 2008
Bachelor of Science (B.S.), Mathematics and Applied Physics

University of Phoenix
Teaching Certification, Secondary Mathematics Education

Fabiola Pastran Fabiola Pastran Miami, Florida Details
Fabiola Pastran's First Investors Corporation Experience January 2014 - May 2014
Job Student at University of Miami
Industry Investment Banking
Experience
Guangzhou Juyuan LLC Company, China-Venezuela   June 2014 - September 2014
First Investors Corporation   January 2014 - May 2014
Servi-Equipos Lara Company   December 2010 - December 2011

Skills
Leadership, Microsoft Word, Social Media, Microsoft Excel, Financial Analysis, Negotiation, Microsoft Office, Social Networking, Customer Service, Teamwork, English, Management

Education
University of Miami   2012 — 2014
Bachelor of Business Administration (BBA), International Finance & Marketing and Economics

Kevin Wynn Kevin Wynn Lansdowne, Pennsylvania Details
Kevin Wynn's First Investors Corporation Experience October 2013 - March 2014
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
First Investors Corporation   October 2013 - March 2014
Beech Interplex Companies   September 2011 - September 2012
PA Dept of Health  January 2000 - March 2011
PA Dept of Health  January 1995 - March 2011
PA Dept. of Health  August 1988 - March 2011

Skills
Community Outreach, Leadership, Software Documentation, Proposal Writing, Analysis, Policy, Training, Healthcare, Human Resources, Project Planning, Public Speaking, Customer Service, Process Improvement, Strategic Planning, Policies & Procedures, Management, Team Building, Event Planning, Leadership Development, Nonprofits, Budgets

Education
University of Phoenix
MBA, Health Care Management, 3.8 GPA

Wilberforce University
Bachelor of Arts Degree, Chemistry

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