Forest Hills Financial Group
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Forest Hills Financial Group Employees
Hospice 2013 - Present
Forest Hills Financial Group February 2011 - September 2013
Skills
Insurance, Data Entry, Office Management, Outlook, Employee Benefits, Analysis, Microsoft Office, Spreadsheets, Administrative..., Accounts Payable, Lotus Notes, Budgets, Accounting, Payroll, Sales, PowerPoint, Microsoft Excel, Recruiting, Access, Training, Customer Service, Invoicing, Account Reconciliation, Finance, Process Scheduler, Microsoft Word, Calendaring, Office Administration, Accounts Receivable, Administration
Education
Queen's College
The UPS Store June 2015 - Present
The UPS Store June 2014 - March 2015
Listicle June 2014 - September 2014
PreScouter, Inc. June 2014 - August 2014
Northwestern University October 2012 - December 2013
Forest Hills Financial Group June 2012 - September 2012
Centerplate May 2009 - September 2010
Skills
News Writing, News Anchoring, Radio Broadcasting, Facebook, Adobe Audition, Interviewing Skills, Microsoft Excel, Microsoft Word, Radio Producing, Blogging, Creative Writing, AP Style, WordPress, Audio Editing, Video Editing, Social Networking, Adobe Premiere Pro, InDesign, Photoshop, Digital Photography, Telephone Interviewing, Company Secretarial Work, FAMIS, Fundraising, Event Planning, Adobe Creative Suite, PowerPoint, HTML, Tumblr, Fact-checking, Public Speaking, Sports Writing, Social Media Marketing, Feature Articles, Social Media, Twitter, Instagram
Education
Northwestern University 2011 — 2015
Bachelor of Science (B.S.) and Integrated Marketing Communications Certification, Journalism
St. John the Baptist DHS 2007 — 2011
Army National Guard August 2015 - Present
Forest Hills Financial Group May 2015 - Present
Rotman School of Management, University of Toronto August 2013 - December 2013
Rotman School of Management, University of Toronto June 2013 - December 2013
school musical band September 2012 - December 2013
Rotman Commerce Students' Association April 2012 - April 2013
Relay For Life September 2011 - April 2013
Rotman School of Management 2012 - 2013
Kingsview Village Junior School January 2011 - April 2011
Agricultural Bank of China June 2010 - September 2010
Skills
Financial Modeling, Merger Model, Microsoft..., Adobe Photoshop, Capital IQ, Bloomberg, Mandarin, Teamwork, Spanish, Negotiation, Reuters, Cashiering, Rotman Portfolio..., Client Counseling, Collaborative Problem..., Microsoft Excel, Photoshop, Marketing, PowerPoint, Microsoft Word, Team Leadership, Leadership, Finance, Analysis, Microsoft Office, Time Management, Financial Analysis, Business Development
Education
University of Toronto 2010 — 2013
Bachelor of Commerce (B.Com.), Finance & Economics and Management
The University of Hong Kong 2011 — 2012
Summer, International Business
Titan Financial Partners May 2009 - Present
VCM Planning June 2007 - June 2009
Guardian Life May 2005 - October 2007
Forest Hills Financial Group May 2005 - October 2007
Skills
Sales Management, Investment Professional, Financial Advisor, Managing Associates, Self-motivated Team...
Education
Pace University
Spence Strategies Group November 2010 - Present
Forest Hills Financial Group July 2013 - April 2014
MassMutual Financial Group November 2010 - January 2013
New York Life Insurance Company August 2009 - November 2010
Skills
Finance, Retirement Planning, Retirement, Investments, Insurance, Wealth Management, Management, Mutual Funds, Portfolio Management, Securities, Pensions, Employee Benefits, Financial Planning, Financial Services, Series 7, Public Speaking, Public Policy, Qualified Retirement..., Estate Planning
Education
LIU Post 2008 — 2009
Bachelor's degree, International Business
State University of New York Maritime College 2004 — 2006
International Trade and Transport
Forest Hills Financial Group July 2013 - Present
Bradley Siegel, Esq June 2011 - September 2011
Thaler and Gertler, LLP May 2010 - January 2011
McBreen & Kopko May 2006 - June 2008
Skills
Networking, Insurance, Life Insurance, Disability Insurance, Health Insurance, Long Term Care Insurance, Strategic Financial..., Financial Services, Pensions, Employee Benefits Design, Legal Documents, Poker, Ebay Sales, Personal Finance, Business Networking
Education
Hofstra University 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Syosset High School 2002 — 2006
High School Diploma
Forest Hills Financial Group
Skills
Marketing, Leadership, Business Planning, Sales, Strategic Planning, Strategy, Customer Service, Team Building, Start-ups, Social Media, Business Strategy, Budgets, CRM, Social Media Marketing, Social Networking, Financial Analysis, Product Management, Public Relations, Sales Management, Team Management
Education
Binghamton University 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Economics
Forest Hills Financial Group February 1985 - Present
Skills
Event Planning, Employee Relations, Marketing, Fitness Enthusiast, Employee Wellness, Advocate for Brest..., Budgets, Customer Service, Fitness, Employee Benefits, Strategic Planning, Time Management, Sales, Insurance, Leadership, Small Business, Public Speaking, Social Media
Education
Queens College 1973 — 1977
Sociology
Forest HIlls High School 1971 — 1973
Forest Hills Financial Group June 2012 - Present
Brokers Facilities Corp. 2011 - 2012
Arrowhead General Insurance Agency March 2010 - March 2011
BFA Of NY Inc. July 2005 - March 2010
Privett Special Risk Services, LLC June 2004 - July 2005
Sterling & Sterling May 2000 - June 2004
Skills
Connecting People, Underwriting, Professional Liability, Insurance, Commercial Insurance, Brokers, Workers Compensation, Disability Insurance, Umbrella Insurance, Casualty Insurance, Fixed Annuities, General Insurance, Legal Liability, Liability, Life Insurance, Property
Education
SUNY Binghamton 1995 — 2000
Bachelor's degree, Philosophy
Forest Hills Financial Group January 2009 - Present
Education
Eastern Suffolk BOCES 2006 — 2007
Certified Medical Billing Coder
Eastern Suffolk BOCES-School 2003 — 2004
Business Office Technology
Suffolk County Community College 1999 — 2002
William Floyd Highschool 1992 — 1996
East Coast Realtoors October 2011 - Present
New York Realty Network February 2005 - Present
Forest Hills Financial Group May 2011 - December 2011
Skills
Residential Homes, Health Insurance, Rentals, Investment Properties, Commercial Real Estate, Real Estate, Long-term Care, Disability Insurance, Condos, Sales, Investments, Investors, REO, Real Estate Transactions, Small Business, Real Property, Selling, Insurance, Short Sales, Foreclosures, Real Estate Development, Real Estate Economics, Brokerage, Buyer Representation, Listings, 1031 Exchanges, Sellers, Referrals, HUD, Single Family Homes, Relocation, Income Properties, Townhomes, Buyers, Property, Vacation Homes, New Home Sales, Luxury, SFR
Education
Teachers College of Columbia University 1978 — 1980
Industrial and Organizational Psychology
York College.CUNY 1975 — 1978
B.A., Industrial Psycholgy
Forest Hills Financial Group July 2012 - Present
Mutual of Omaha September 2011 - June 2012
MetLife March 2011 - September 2011
Skills
Investments, Disability Insurance, Life Insurance, Long Term Care Insurance, Retirement Planning, Long-term Care, Insurance, Retirement, Fixed Annuities, Series 63, Wealth Accumulation, Asset Managment, Health Insurance, IRAs, Estate Planning
Education
Stony Brook 2001 — 2004
Bachelor's degree, Music
Suffolk County Community College 1997 — 2000
Associate's degree, Liberal Arts and Sciences/Liberal Studies
BANKERS LIFE & CASUALTY CO December 2013 - Present
National Life Group April 2013 - Present
Forest Hills Financial Group March 2010 - December 2012
MetLife May 1994 - July 2004
Education
New York Institute of Technology
Bachelor of Science (B.S.), Accounting, 3.75
Private pARTs February 2003 - Present
JPMorgan Chase March 2010 - November 2011
Forest Hills Financial Group February 2009 - March 2010
Clear Channel Outdoor March 2007 - January 2008
CBS Outdoor (previously) Viacom Outdoor February 2004 - December 2006
Coast 2 Coast 1999 - 2003
Skills
Account Management, Marketing, Advertising, Sales, Marketing Strategy, PowerPoint, SEM, Consumer Behaviour, Marketing Management, Direct Marketing, Sales Management, Social Media Marketing, Small Business, Customer Service, Marketing Communications, Online Advertising, Buyer, Acquisition, Psychology
Education
Iona College 2000 — 2003
Bachelor of Business Administration (BBA), Marketing
College of the Holy Cross 1997 — 1998
Pre-Medicine/Pre-Medical Studies
Iona Preparatory 1993 — 1997
HS
Briarcliff High School 1993 — 1996
Forest Hills Financial Group May 2011 - Present
Photo Ziani January 2007 - Present
New York Realty Network January 2001 - Present
Skills
NY State Licensed Real...
Education
Teachers College of Columbia University 1979 — 1980
CUNY York College 1975 — 1978
Bachelor of Arts (B.A.), Psychology
Forest Hills Financial Group February 2012 - Present
MacLeod Capital Advisors 2009 - April 2012
Center for Wealth Preservation 2011 - 2011
Sheffield Investments, New York 2007 - 2008
ING Bank, London 2004 - 2007
Commerzbank Securities, London 2002 - 2004
Nomura, London 1998 - 2001
JPMorgan, London 1997 - 1998
BZW, London 1995 - 1997
Morgan Stanley, London 1992 - 1995
Skills
Turn Around Management, Private Equity, Financial Structuring, Emerging Markets, Project Finance, Wealth Building, Wealth Preservation
Education
University of Cape Town 1979 — 1982
B.Com
St George’s Grammar School, Cape Town, South Africa 1971 — 1976
Joint Matriculation Board
Forest Hills Financial Group February 2007 - Present
Park Avenue Securities February 2007 - Present
NAIFA November 1984 - Present
2004-2007 National Life Insurance Company March 2005 - February 2007
2004 Met Life Insurance Company February 1985 - March 2005
MetLife February 1985 - March 2005
Met Life Insurance Company January 1984 - January 2002
Skills
Speaks Spanish, Leadership, Management, Insurance, Sales, Training, Finance, Securities, Series 6, Financial Advisory, Fixed Annuities, Disability Insurance, Life Insurance, Public Speaking, Long-term Care, 401k, Customer Service, Health Insurance, IRAs, Long Term Care Insurance, Mutual Funds, Retirement, Retirement Planning, Series 7, Spanish, Term Life Insurance
Education
Saint Joseph's College 1980 — 1984
Human Relations, Sociology, Psychology, Business
Sachem High School 1977 — 1980
Regents Diploma, Spanish
National Debt Relief, LLC July 2015 - Present
Forest Hills Financial Group January 2015 - Present
Santander Bank, N.A. January 2014 - January 2015
Prudential Financial January 2013 - January 2014
Busy Bee Bicycles June 2007 - September 2011
National Income Life Insurance Company September 2010 - February 2011
Rapid Realty, Fort Greene Inc May 2010 - September 2010
Mayor's Office of Contract Services January 2008 - December 2008
Department of Buildings of the City of New York, NY 10007 July 2003 - July 2006
Skills
Marketing Strategy, Marketing, Team Building, New Business Development, Training, Public Relations, Emotional Intelligence, Building Relationships, Active Learning, Sales, Customer Satisfaction, Customer Service, Series 6, Investment Strategies, Licensed Property &..., Series 63, Critical Thinking, Conflict Resolution, Sales Management, Licensed Life & Health..., Leadership Development, Selling Skills, Change Management, Team Leadership, Organization, Social Skills, Building Business..., Coaching, Priority Management, Cold Calling, Direct Sales, Insurance, Public Speaking, Management, Sales Presentations, Interpersonal..., Team Management, Small Business, Teamwork, Entrepreneurship, Microsoft Office, Deal Closure, Team-oriented, Time Management, Relationship Management, Long-term Customer..., Strategic Partnerships, Creative Problem Solving, Social Networking, Life Insurance
Education
Ashford University 2010 — 2012
Bachelor's degree, Public Relations & Marketing, 3.7
Borough of Manhattan Community College 2008 — 2010
Associate's Degree, Business Management, 3.33
City University of New York City College 2002 — 2006
Bachelor's Degree, Civil Engineering, 3.0
Great Neck South High School 1998 — 2002
High School, Honors/Regents High School/Secondary Diploma Program, A
TG Nickel & Associates August 2014 - Present
Rotary Club of Sayville January 2012 - Present
Sayville Chamber of Commerce January 2011 - Present
Big Brothers Big Sisters of Long Island March 2012 - Present
Walden Associates March 2014 - August 2014
Forest Hills Financial Group February 2011 - March 2014
Gibbons, Esposito, & Boyce Engineers, P.C. / HiRise Engineering, P.C. 2008 - 2010
H2M Group 1999 - 2007
Skills
Construction, Customer Service, Water, Project Management, Small Business, Disability Insurance, Microsoft Word, Finance, Life Insurance, Structural Engineering, Microsoft Excel, Insurance, Risk Management, Leadership, Investments, Strategic Financial..., Strategic Planning, Analysis, Financial Analysis, AutoCAD, Financial Planning, Management, Construction Management, Consulting, Program Management, Microsoft Project
Education
Rensselaer Polytechnic Institute 2000 — 2004
Bachelor of Science, Civil Engineering
Penn Mutual January 2015 - Present
Forest Hills Financial Group March 2013 - December 2014
MetLife Solutions Group July 2010 - September 2012
UBS Financial Services September 2007 - August 2008
UBS Global Asset Management October 2006 - September 2007
UBS Financial Services December 2004 - October 2006
Smith Barney April 2000 - December 2004
Morgan Stanley Smith Barney January 2000 - January 2003
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Strategic Financial..., Securities, Retirement, Insurance, Investments, Series 63, Financial Planning, Financial Services, Financial Advisory, Financial Analysis, Asset Management, Disability Insurance, Long Term Care Insurance, Financial Planners, Employee Benefits, Finance, IRAs, Fixed Annuities, Strategy, Series 6, Estate Planning, Investment Advisory, Investment Management, Life Insurance, Term Life Insurance, FINRA, Long-term Care, Uniform Combined State..., Investment Strategies, 401(k)
Education
Pace University - Lubin School of Business 2007 — 2008
Executive Master's, Business Administration - Strategic Planning
Pace University 1995 — 1999
BA, Communications
Ossining High School 1991 — 1995
MIAC Analytics December 2010 - Present
Credit Suisse May 2001 - June 2010
Forest Hills Financial Group July 2009 - September 2009
Lehigh University April 2008 - May 2009
Lehigh University October 2007 - May 2009
NYU School of Medicine February 2005 - August 2007
Skills
Investments, Valuation, Analysis, Fixed Income, Corporate Finance, Management, Financial Risk, Finance, Sales, Securities, Financial Services, Capital Markets, Portfolio Management, Financial Analysis, Strategy, Strategic Planning, Research
Education
Investment Banking Institute 2013 — 2013
Financial Modeling and Valuation
Lehigh University - College of Business and Economics 2007 — 2009
Master of Business Administration (M.B.A.), Corporate Finance
Lehigh University 2000 — 2004
Bachelor’s Degree, Molecular Biology
Elite Planning Solutions, Inc. August 2010 - Present
Mass Mutual June 2010 - Present
Forest Hills Financial Group March 2007 - June 2010
New York Life Insurance Company April 2005 - December 2006
Skills
Estate Planning, Group Benefits, Comprehensive Wealth..., Retirement, Strategic Financial..., Long-term Care, Pensions, Insurance, Disability Insurance, Financial Advisory, Retirement Planning, Fixed Annuities, Portfolio Management, Life Insurance, Mutual Funds, Wealth Management, 401k, Financial Planning
Education
The American College 2015 — 2020
Doctor of Philosophy (PhD), Financial Planning and Services
The American College 2013 — 2017
Master of Science, (MSFS), Financial Planning and Services
The American College 2012 — 2014
CFBS, "Certified Family Business Specialist" (Business Planning & Succession)
The American College 2010 — 2010
LUTCF, Life Underwriting Training Council Fellow
The College For Financial Planning 2010 — 2010
AWMA, Accredited Wealth Management Advisor
The American College 2007 — 2010
LUTCF, Business, Estate, Retirement, Long Term Care Planning
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
B.S Finance, Finance & Investments
The American College January 2010 - Present
Insurance Training Services of New York 2000 - Present
Forest Hills Financial Group 2010 - 2010
MetLife 2003 - 2009
MetLife 2003 - 2009
First Investors Corporation 1993 - 2002
Education
LIU Post 1976 — 1978
BA, Communications
Insignis Financial Group March 2012 - Present
Forest Hills Financial Group June 2006 - Present
The Island Financial Group March 1998 - June 2006
MetLife 1987 - 1998
Skills
Retirement Planning, Long Term Care Insurance, Wealth Accumulation, Retirement, Estate Planning, Financial Planners, Disability Insurance, Fixed Annuities, Life Insurance, Long-term Care, Pensions, Asset Protection, Investments, Strategic Financial..., Insurance, Employee Benefits, Health Insurance, Succession Planning, Small Business, Business Planning
Education
The American College 1998 — 2001
ChFC, Chartered Financial Consultant
Stony Brook University 1983 — 1985
BS, Social Sciences
Capital Financial Associates an Office of MetLife December 2014 - Present
Wallkill Valley Soccer Club 2012 - Present
Forest Hills Financial Group July 2013 - December 2014
Merrill Lynch September 2010 - July 2013
UPS 2002 - 2010
AXA Advisors 2007 - March 2009
Diamond Crystal Sales, LLC March 2001 - June 2006
Kellogg Company January 2000 - January 2001
Sysco 1997 - 2000
University of Pennsylvania 1992 - 1996
Skills
Fixed Annuities, Series 7, Asset Managment, Insurance, Wealth Management, Mutual Funds, Portfolio Management, Disability Insurance, Term Life Insurance, Financial Analysis, Employee Benefits, Strategic Planning, Equities, Finance, Risk Management
Education
University of Pennsylvania - The Wharton School 1985 — 1989
Bachelor, Science Economics; Marketing
Oil City Senior High 1981 — 1985
Diploma, Academic
Kintol Inc. January 2010 - Present
Forest Hills Financial Group January 2007 - January 2010
The Island Financial Group June 2004 - December 2006
JD Inc. June 2002 - June 2004
Jennifer Dale Inc. September 1980 - June 2002
Skills
Entrepreneurship, Leadership, Account Management, Finance, Customer Service, Strategic Planning, Small Business, Financial Analysis, Management, Wealth Management, Business Planning, Marketing, Marketing Strategy, Retirement Planning, Forecasting, Management Consulting, Asset Management, Executive Management, Strategic Financial..., Risk Management, New Business Development, Negotiation, Business Development, Mergers & Acquisitions, Sales Management, Strategy, Microsoft Excel, Business Strategy, Budgets, Team Building, Employee Benefits, Training, Analysis, Life Insurance, Mergers, Financial Services, Start-ups, Due Diligence, Loans, Portfolio Management, Financial Modeling, Mutual Funds, Accounting, Credit, Financial Reporting, Securities, Sales, Banking, Insurance, Investments
Education
University of Wisconsin-Madison 1976 — 1980
BA, Economics
LIU Post 2002 — 2004
CFP®, Finance
World Trade Institute 1983 — 1987
Certificate, Import/Export
George W. Hewlett High School 1974 — 1976
Favorite Films
Quotes
Various Insurance Companies November 2009 - Present
Forest Hills Financial Group November 2008 - September 2009
METLIFE, Goodman Financial Group August 2002 - September 2008
MetLife January 2001 - October 2001
MetLife Bank Financial Services January 2000 - December 2000
MetLife January 1996 - December 1999
MetLife January 1994 - December 1995
MetLife January 1991 - December 1993
MetLife October 1987 - January 1991
MetLife January 1985 - October 1987
Skills
Insurance, Finance, Sales Management, Customer Service, Recruiting, Marketing Management, Executive Management, Market Planning, Process Engineering, Disability Insurance, Long-term Care, Employee Benefits, Fixed Annuities, Series 63, Life Insurance, Training, Financial Services, Term Life Insurance, Health Insurance
Education
City University of New York-Baruch College
BBA, Marketing/Advertsiing
Columbia University - Columbia Business School
MBA, Finance
AXA Advisors August 2013 - Present
Forest Hills Financial Group March 2010 - August 2013
MetLife November 1990 - February 2010
Skills
Estate Planning, Wealth Management, Retirement Planning, Business..., Financial Needs Analysis, Recruit and Train...
Education
Stony Brook University 1982 — 1987
B.A, M.S, Economics, Management Info Systems
Weight Watchers August 2010 - Present
Stay At Home Mom August 2008 - Present
Weight Watchers May 2011 - February 2014
HealthPass May 2007 - April 2008
Forest Hills Financial Group April 2001 - April 2007
Levitz Furniture October 2000 - April 2001
Skills
Administrative..., Office Administration, Health Insurance, Microsoft Office, Insurance, Customer Service, Workshop Facilitation, Lotus Notes, Training, Social Networking, Spreadsheets, Facebook, Employee Benefits, Microsoft Excel, Office Management, Data Entry, Microsoft Word, Research, Sales, Leadership, Marketing
Education
Queensborough Community College 1997 — 2001
Liberal Arts
Newtown High School 1993 — 1997
Diploma, Major Art Program
Forest Hills Financial Group 2010 - Present
M. Barry and Company September 2001 - December 2009
Brouillard Communications June 1998 - August 2001
Katz Digital 1997 - 1998
speed Graphics 1996 - 1997
Great Scott Advertising March 1987 - June 1993
The Burnett Group October 1982 - March 1987
Education
New York University 2004 — 2005
French to English Translation
Pratt Institute 1981 — 1982
Graphic Design
School of Visual Arts 1980 — 1981
Graphic Design and Production
Sarah Lawrence College 1976 — 1979
Workforce One Networking Class
Cypress Grove Technologies January 2014 - Present
Dirty2Purdy Cleaning Services October 2008 - December 2014
Forest Hills Financial Group May 2008 - April 2009
New York Life Insurance Company January 2007 - April 2008
East Hills Auto Group January 2002 - January 2007
Skills
Small Business, Customer Service, Insurance, Long-term Care, Management, Disability Insurance, Sales, Time Management, Real Estate, Residential Homes, Sales Management, Marketing, Apartments, Account Management, Strategy, Cold Calling, Selling, Marketing Strategy, Team Building, Negotiation, New Business Development, Leadership, Strategic Planning, Consulting, Business Development, Entrepreneurship, Contract Negotiation, Start-ups, Business Strategy
Education
Queensborough Community College 1997 — 1999
Libral Arts
Cardozo High School 1993 — 1996
Forest Hills Financial Group February 2014 - Present
AXA Advisors October 2009 - January 2014
Lehman Brothers July 2004 - November 2008
Deutsche Bank May 2000 - July 2004
Deutsche Bank January 2000 - May 2000
Skills
Portfolio Management, Finance, Investments, Equities, Fixed Income, Management, Securities, Financial Services, Risk Management, Financial Analysis, Wealth Management, Financial Planning, Series 7, Mutual Funds, Retirement Planning
Education
Adelphi University 1994 — 1998
BS, Business Management
Adelphi University 1994 — 1998
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Forest Hills Financial Group August 2013 - Present
AXA Advisors, LLC 2008 - August 2013
LVMH 2007 - 2008
US Army May 2002 - May 2005
Skills
Retirement Planning, Investments, Finance, Financial Planning, Strategic Financial..., Mutual Funds, Financial Services, Estate Planning, Asset Allocation, Life Insurance, Fixed Annuities, Asset Management, Fixed Income, Insurance, Risk Management, Financial Planners, Portfolio Management, 401k, Employee Benefits, Wealth, Equities, Disability Insurance, Securities, Wealth Accumulation, Asset Managment, Wealth Management..., Insurance Planning, Business Planning, Family Planning, 401k Rollovers, Roth IRA, Investment Strategies, Investment Management, Financial Advisory, Term Life Insurance, Small Business, Investment Advisory, IRAs, Health Insurance, Variable Annuities, Long-term Care, College Savings Plans, Wealth Management, Management, Strategy, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Retirement Planning
Saint John's University 1999 — 2006
Midwood H.S. 1994 — 1998
Harvard University
Strategic Coach
Footprints Networking and Business Solutions Group November 2008 - Present
Forest Hills Financial Group April 2006 - Present
The Guardian Life Insurance Company of America December 2003 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, Disability Insurance, Estate Planning, Life Insurance, Strategic Financial..., Long Term Care Insurance, Financial Services, IRAs, Employee Benefits, 401k, Insurance, Finance, Wealth Accumulation, Wealth Management, Financial Advisory, Business Planning, Term Life Insurance, Wealth Management..., 401k Rollovers, Risk Management, Health Insurance, Pensions, Wealth, Defined Benefit, Investment Advisory, Roth IRA, Financial Analysis, Whole Life, Veritas, Small Business, Portfolio Management, Business, Buy Sell Agreements, Underwriting, College Savings Plans, Universal Life, Analysis, 529 Plans, Income Protection, Life, Annuity Sales, High Net Worth..., FINRA, Saving for Education, Bonds, Critical Illness, General Insurance, The Living Balance Sheet
Education
City University of New York-Baruch College
Economics and Finance
College of Aeronautics
Hillcrest High School (Queens,NY)
Junior High School (JHS-109) Queens,NY
Forest Hills Financial Group March 2014 - Present
Aflac May 2011 - Present
UBS Securities Co., Ltd September 1994 - November 1998
IDS 1992 - 1994
First Boston 1986 - 1992
Skills
Strategic Financial..., Management, Training, Marketing, Customer Service, Small Business, Cold Calling, Valuation, Team Building, Financial Analysis, Strategic Planning, Finance, Sales
Education
Saint John's University - Peter J. Tobin College of Business 1996 — 1998
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1986 — 1990
Bachelor of Science (BS), Quantitative Analysis
St. Francis Prep 1979 — 1982
College Prep School, Accounting and Business/Management
cafe networking
cafe networking
Indeed.com January 2015 - Present
Indeed.com October 2013 - December 2014
Outbid September 2012 - September 2013
Forest Hills Financial Group August 2010 - August 2012
Carnegie Hall June 2008 - August 2008
Skills
Team player, Organized, Highly Analytical, Client Development, Business Relationship..., Customer Service, Teamwork, Recruiting, Account Management, Marketing Strategy, Sales, Marketing, Market Research, Management, Advertising, Training, CRM, Digital Marketing, Analytical Skills
Education
Duke University - The Fuqua School of Business 2009 — 2010
MMS, Master of Management Studies
Duke University 2005 — 2009
BA, Music, German Studies
Horace Greeley High School 2001 — 2005
High School Diploma
Forest Hills Group Services June 2009 - Present
Forest Hills Financial Group 2009 - 2010
Atlantis Health Plan December 2008 - June 2009
DJJ Technologies January 2008 - November 2008
MD Sass April 1993 - June 2006
MD Sass 1993 - 2006
Education
Marymount Manhattan College 1973 — 1977
BA, Psychology/Special Education
Notre Dame Academy 1969 — 1973
The Ernsky Group, LLC September 2012 - Present
Forest Hills Financial Group August 2010 - September 2012
Principal Financial Group March 2010 - August 2010
Principal Financial Group June 2007 - March 2010
Outerbanks Financial May 2006 - June 2007
American Skandia December 2003 - May 2006
Skills
Investments, Recruiting, Retirement Planning, Business Intelligence, New Business Development, Fixed Annuities, Business Development, Sales, Insurance, Wealth Management, Leadership, Financial Services, Succession Planning, Management, Retirement, Marketing, Finance, Strategic Planning
Education
Mattatuck Community College
Post University
Forest Hills Financial Group August 2010 - Present
Modification Assistance Agency April 2008 - August 2010
Topdot Mortgage April 2004 - March 2008
HUAL North America June 1991 - February 2004
Education
Dowling College 1987 — 1989
Bachelor of Science, Marketing
SUNY Farmingdale College
Associate Degree, Business Administration
Lighthouse Financial Network, LLC September 2009 - Present
Bradford Settlement Company September 2009 - Present
Forest Hills Financial Group 2004 - 2009
Thomson Financial 2000 - 2003
Goldman & Associates, LLP July 1998 - November 2000
Education
Maurice A. Deane School of Law at Hofstra University 1995 — 1998
Law
The George Washington University - School of Business 1991 — 1994
BAccy, Accounting
Forest Hills Financial Group October 1999 - Present
Forest Hills Financial Group 1999 - Present
Education
Monroe College 1992 — 1993
Forest Hills Financial Group March 2014 - Present
New England Financial/MetLife March 2008 - March 2014
Education
Columbia University in the City of New York 2003 — 2007
BA
Salon Realty Corp. January 2005 - Present
Forest Hills Financial Group October 2003 - December 2004
Skills
Property Management, Real Estate, Customer Service, Residential Homes, Facilities Management, Property, Portfolio Management, Financial Services, Brokerage, Real Estate Economics
Education
Lerner College of Business & Economics at University of Delaware
University of Delaware - Lerner College of Business and Economics
Business/Economics
Pension Review Services August 2011 - Present
Forest Hills Financial Group November 2008 - Present
YMCA Retirement Fund October 2008 - Present
Skills
Pensions, Employee Benefits, Actuarial Science, Defined Benefit, Plan Design, Retirement
Education
City University of New York-Brooklyn College 1970 — 1974
Bachelor of Science (BS), Mathematics
Forest Hills Financial Group May 2014 - July 2014
Dante Caterers November 1987 - September 2013
Skills
Sales, Marketing Strategy, Customer Service, Account Management, Business Strategy, Budgets, Business Analysis, Public Speaking, Event Planning, Microsoft Office, Project Planning, Team Building, Sales Operations, Management, Microsoft Word
Education
Queens College 1980 — 1982
Liberal Arts
Archbishop Molloy HS 1976 — 1980
Forest Hills Financial Group March 2009 - Present
Education
Stony Brook University
B.A., European History
Fortress Investment Group October 2012 - Present
Rothstein Kass November 2009 - October 2012
Emigrant Bank August 2008 - November 2009
Forest Hills Financial Group January 2007 - August 2008
Skills
Financial Analysis, Banking, Credit, Financial Statement..., Credit Analysis, Loans, Credit Risk, Auditing, Financial Reporting, Corporate Finance, Financial Modeling, Accounting, Bloomberg, Account Reconciliation, Commercial Lending, Internal Controls
Education
Hofstra University 2008 — 2008
Accounting Certificate Program, Accounting
The University of Connecticut School of Business 2002 — 2006
Bachelor of Science (B.S.), Marketing
Forest Hills Financial Group June 2015 - Present
Brooks Brothers October 2014 - Present
J. Sanders Collections 2003 - 2014
Bruno Magli 2001 - 2002
A. Testoni 1989 - 2000
Skills
Merchandising, Retail, Footwear, Marketing, Fashion, Wholesale, Luxury Goods, Shoes, Fashion Design, Styling, Visual Merchandising, Sales, Textiles, Apparel, Trend Analysis, Sales Management, Trend, Fashion Shows, Product Development, Leather, Luxury, Creative Direction, Sportswear, Proficient in Italian, Trade Shows, Marketing Strategy, Inventory Management
Education
SFSU
Bachelor of Science (B.S.), Business Administration and Management, General, Cum Laude
San Francisco State University
Bachelor of Science (B.S.), Business Admin.; Marketing
MetLife January 2014 - Present
MetLife January 2014 - Present
MAS Group 2009 - Present
Forest Hills Financial Group 1995 - December 2013
Property Casualty Agency 1982 - 1995
Skills
Selling, Due Diligence, Investments, Estate Planning, New Business Development, Business Development, Sales, Marketing, Budgets
Education
Hofstra University
BBA, Business Administration
Beanitos, Inc. October 2014 - Present
General Mills February 2012 - October 2014
Food Should Taste Good January 2010 - February 2012
Big Geyser Beverage Corporation August 2007 - July 2009
Toyota of the Bronx November 2004 - August 2007
Forest Hills Financial Group March 2003 - October 2004
New York Life Insurance Company, Insurance December 2000 - March 2003
Skills
Sales, Business Development, Sales Management, Retail, Program Management, Customer Service, Networking, Negotiation, Critical Thinking, New Business Development, Budgets, Selling
Education
Brooklyn College 1995 — 2000
Bachelors, Biology
City University of New York-Brooklyn College 1995 — 1999
Bachelor's in Biology, Biology/Biological Sciences, General
Tulane University 1993 — 1995
bacheors, biology
Forest Hills Financial Group June 2008 - Present
Forest HIlls Financial Group, An Agency of The Guardian June 2008 - Present
National Financial Network, An Agency of The Guardian June 2006 - June 2008
New York Life Insurance Company January 2005 - June 2006
Victoria's Secret April 2002 - January 2005
Education
University of Hartford 1989 — 1993
BA, Mass and Interpersonal Communications
Forest Hills Financial Group
Skills
Retirement
Education
Penn State University 1971 — 1972
MA, International Government, Journalism
Johnson & Johnson August 2014 - Present
Forest Hills Financial Group May 2013 - August 2014
Telecommuter/Freelancer April 2010 - April 2013
Cultural Care Au Pair September 2008 - March 2010
REWE Dortmund eG September 2006 - September 2008
REWE Dortmund eG February 2006 - August 2006
Ruhr-Universitaet Bochum April 2005 - January 2006
Rewe Group, Cologne August 2004 - October 2004
Skills
Research, Training, Management, Human Resources, Event Management, Time Management, Program Management, Leadership, Marketing, Coaching, Social Media, Project Management, Onboarding, Leadership Development, Employee Training, Marketing Strategy, Insurance, Entrepreneurship, Strategy, Networking, Sales
Education
Technische Universität Kaiserslautern 2006 — 2009
M.A., Adult Education
Ruhr University Bochum 2002 — 2005
B.A., German, Education
Forest Hills Financial Group January 2015 - Present
La Nonna Bella February 2014 - October 2014
The Northern Bell May 2014 - July 2014
Raxx Poolroom and Grill May 2013 - June 2013
Camp Tel Yehudah 2010 - October 2012
Two: Steak and Sushi Den September 2010 - December 2011
Camp Tel Yehudah May 2009 - September 2009
Luna Restaurant April 2007 - September 2007
Sunset Beach Hotel June 2007 - August 2007
Stella's Uptown, Inc. September 2001 - August 2005
Skills
Culinary, Fine Dining, Word, Excel, Microsoft Office, Menu Design, Hospitality Management, Inventory Management, Purchasing, Hospitality, Restaurants, Chef, Catering, Restaurant Management, Menu Development, Culinary Skills, Food & Beverage
Education
Cornell University 2000 — 2004
Hospitality Management, Beverage Management
Cornell University 2000 — 2004
Bachelor's degree, Hospitality Administration/Management
New Hyde Park Memorial
New Hyde Park Memorial
Forest Hills Financial Group June 2001 - Present
Skills
Retirement Planning, Disability Insurance, Long-term Care, Insurance, Employee Benefits, Strategic Financial..., Retirement, Business Planning, Finance, Sales, Microsoft Excel, Marketing Strategy, Microsoft Word, PowerPoint, Investments, Small Business, Marketing, New Business Development, Estate Planning, Training
Education
Brooklyn College 1989 — 1994
Bachelor of Science (BS), Accounting
NY Business School 1975 — 1976
Bachelor's degree, Business Administration
American Business August 2015 - Present
Nassau Community College September 2013 - Present
New York Institute of Technology September 2011 - Present
MetLife May 2014 - August 2015
St.Paul's School of Nursing January 2012 - May 2012
Cordelia Donovan Inc September 2008 - January 2011
Public Relations Professionals of Long Island 2009 - 2011
Continental Vision Euphoropia December 2009 - September 2010
Forest Hills Financial Group December 2007 - December 2009
Skills
Public Relations, Account Management, Office Management, Media Relations, Press Releases, Research, Sales, Outlook, Microsoft Excel, Facebook, Social Networking, Corporate Communications, Event Planning, Social Media, Event Management, Newsletters, Social Media Marketing, Marketing Communications, Advertising, Blogging, Strategic Communications, Public Speaking, Copywriting, Editing, Publicity, Integrated Marketing
Education
New York Institute of Technology-Old Westbury 2008 — 2011
MBA, Marketing
New York Institute of Technology 2008 — 2010
Masters, Public Relations and Advertising
PwC March 2014 - Present
Black Enterprise June 2012 - March 2014
Forest Hills Financial Group December 2011 - December 2012
Commonwealth Toy & Novelty Company January 2012 - May 2012
MediaWhiz April 2008 - November 2010
Vendome Group October 2007 - March 2008
Clear Channel Outdoor (Mall Division) April 2000 - October 2007
Education
Borough of Manhattan Community College
Associate’s Degree, Accounting
City University of New York-Hunter College
Accounting and Finance
Norman Thomas C.H.S.
Allstate October 2014 - Present
Forest Hills Financial Group 2013 - August 2014
Skills
Sales, Life Insurance, Employee Benefits, Fixed Annuities, Retirement Planning, Team Building, Term Life Insurance, Insurance, Health Insurance, Customer Service, Long-term Care, Marketing, Small Business, Retirement, Investments, Underwriting, Disability Insurance, Property & Casualty..., Financial Planning, General Insurance, Sales Management, Marketing Strategy, Finance, Risk Management, Microsoft Excel, Microsoft Word
Education
Nassau Community College 1982 — 1984
Associate's degree, Mathematics and Computer Science, 3.5
Signature Securities Group March 2013 - Present
HSBC Securities August 1996 - March 2013
Forest Hills Financial Group May 1994 - August 1996
Skills
Retirement Planning,..., Wealth Management, Mutual Funds, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Retirement, Investment Advisory, Securities, Series 7, Asset Allocation, Investment Strategies, Financial Advisory, Alternative Investments, Series 63, Financial Planning
Education
Pace University - Lubin School of Business 1990 — 1994
Bachelor of Business Administration (BBA), Management
Port Chester Senior High School 1986 — 1990
Regents Diploma