Foresters Financial Services
Industry: Company
DescriptionHeadquarters: United States of America Founded: 1930 Parent organization: Foresters Financial Holding Company, Inc. Subsidiary: Foresters Financial Services, Inc., Asset Management Arm
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Foresters Financial Services Employees
University of Colorado Health February 2009 - Present
Super 8 June 2008 - February 2009
Foresters Financial Services March 2007 - June 2008
Albertsons February 2000 - March 2007
Skills
Data Entry, Outlook, Accounts Receivable, Bank Reconciliation, Customer Service, Desire2Learn, Epic Resolute..., Healthcare, HIPAA, Meditech, Microsoft Excel, Microsoft Office, Microsoft Word, 10 Key, Account Reconciliation, Epic Systems, PowerPoint, Insurance, Teamwork, Customer Satisfaction, Spreadsheets, Telephone Skills, Payroll, Bookkeeping, Time Management, Petty Cash, Accounting
Education
Regis University 2013 — 2016
Bachelor of Science (B.S.), Accounting
Foresters Financial Services May 2015 - Present
Camp Dakota March 2011 - Present
United States Army Reserve July 2007 - Present
Lewis & Clark College January 2013 - May 2015
Abilene Christian University May 2009 - December 2010
United States Soccer Federation February 2007 - October 2009
Skills
Leadership, Research, Public Speaking, Microsoft Office, Human Resources, Higher Education, PowerPoint, Microsoft Excel, Project Planning, Microsoft Word, Government, Critical Thinking, Conflict Resolution, Employee Training, Emergency Management, Military Experience, Team Building..., Leadership Development, Health Insurance, Life Insurance, Process Safety, Emergency Medicine, Event Planning, Customer Service
Education
Lewis and Clark College 2012 — 2015
BA, Economics
166th Infantry Regiment NCO Academy 2012 — 2012
NCO Professional Development Level I, Commandant's List (Top 10%)
Norwich University 2011 — 2012
Strategic Studies and Defense Analysis, Junior
Army Medical Department Center and School 2011 — 2011
EMT, Army Medic (68W)
Abilene Christian University 2008 — 2010
History and Political Science, Junior
JFK Special Warfare Center and School 2007 — 2008
MOSQC, Civil Affairs Specialist (38B), Commandant's List (Top 10%)
Foresters Financial Services January 2010 - Present
Jerome, Bruhn and Associates March 2012 - May 2015
Sydenham Public Relations December 2009 - May 2015
Habitat for Humanity of Utah County January 2007 - September 2010
Europe a la Carte Blog November 2009 - March 2010
The Church of Jesus Christ of Latter-day Saints September 2009 - February 2010
Oregon Department of Corrections April 2008 - August 2008
Foresters Financial Services May 2005 - August 2007
The Daily Universe January 2007 - April 2007
Skills
Blogging, Social Media, Writing, Public Relations, Media Relations, Online PR, Reputation Management, Online Reputation..., Editing, Press Releases, Marketing Communications, Wordpress, Facebook, Social Media Marketing, Event Planning, Online Marketing, Marketing, Management, Marketing Strategy, Sales, Content Strategy, Event Management, Digital Media, Newsletters, Social Networking, Strategy, YouTube, Nonprofits, Brand Management, Training, Content Management, Advertising, Storytelling, Competitive Analysis, Copywriting, SEO, Corporate Communications, Internal Communications, Integrated Marketing
Education
Brigham Young University 2004 — 2008
Bachelor's Degree, Communications; Public Relations
Foresters Financial Services August 2015 - Present
California Police Athletic Federation March 2013 - July 2015
Skills
Event Management, Event Planning, Social Media, Sponsorship, Social Media Marketing, Facebook, Sports Marketing, Social Networking, PowerPoint, Microsoft Office, Customer Service, Marketing Strategy, Leadership, Microsoft Excel, Marketing Communications
Education
San Diego State University-California State University 2011 — 2015
Bachelor's Degree, Financial Services, General, Senior
Auckland University of Technology 2013 — 2014
Foresters Financial Services June 2015 - Present
First Investors January 2015 - Present
Lakeside Delicatessen September 2012 - Present
Montclair State University September 2011 - Present
Vector Marketing June 2012 - August 2012
Eleanor Connell School of Dance September 2009 - May 2011
Skills
Sales, Bilingual, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Payment Services, Teaching, Highly detail oriented, Work well under stress, Quick Thinker, Client Rapport, Phone Etiquette, Persuasive Presentations, Sales Presentations, Public Speaking, Teamwork, Time Management, Leadership, Social Media, Microsoft Office
Education
Montclair State University 2011 — 2015
Bachelor of Science (BS), International Business
Foresters Financial Services June 2015 - Present
Northwestern Mutual June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Interpersonal Skill, Cross-functional Team..., Data Analysis, Financial Analysis, Event Planning, Finance, Fundraising, Higher Education, Leadership, Marketing, Public Speaking, Research, Social Media, Social Networking, Time Management
Education
SUNY New Paltz 2010 — 2015
Foresters Financial Services June 2015 - Present
NYCB December 2014 - May 2015
Papa John's International May 2013 - April 2015
Papa John's International December 2010 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Management, Inventory Management, Customer Satisfaction, Operations Management, Financial Analysis, Leadership, Sales
Education
Florida International University 2010 — 2015
Bachelor of Arts (B.A.), Economics
Foresters Financial Services June 2015 - Present
New York Life Insurance Company March 2014 - May 2015
New York Life Insurance Company October 2012 - March 2014
New York Life Insurance Company January 2004 - September 2012
Skills
Spanish-speaking, DCIO Tracking, Presentations, Series 63, Retirement Planning, Sales, salesforce, Fi360, Mutual Funds, Defined Contribution, 401k, Insurance, Finance, Investments, Customer Service, Series 7, Retirement, Asset Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Science (B.S.), Anthropology
Foresters Financial Services July 2003 - Present
First Investors August 2004 - July 2010
First Investors June 1998 - August 2004
First Investors September 1992 - June 1998
First Investors July 1986 - September 1992
First Investors May 1985 - June 1986
Farrell's Restaurant July 1982 - May 1985
Skills
Mutual Funds, Customer Service, Financial Services
Education
Montclair State University
Foresters Financial Services March 2006 - Present
Couno Limited August 2014 - March 2015
Education
Aston Business School 2012 — 2015
Master of Business Administration (M.B.A.), International Business and Corporate Strategy
University of Stellenbosch Business School 2014 — 2014
Master of Business Administration (MBA) Residential on International Business, International Business
New York University 2011 — 2012
CPM, Business Project Management
New Jersey Institute of Technology 2004 — 2006
MS, Computer Science, 3.65
University of Kalyani 2000 — 2004
BTech, Computer Science and Engineering
South Point 1984 — 2000
High School, Science
Foresters Financial Services October 2015 - Present
Hertz March 2014 - October 2015
Staybridge Suites August 2011 - November 2013
AAA Mid-Atlantic October 2010 - January 2011
Best Buy October 2009 - December 2009
Staybridge Suites February 2008 - August 2009
Delaware State University August 2007 - December 2007
Skills
Telephone Skills, Time Management, Microsoft Word, Customer Satisfaction, Teamwork, Front Office, Management, Customer Service, Administrative..., Telephone Reception, Hospitality, Microsoft Office, Phone Etiquette, Event Planning, Microsoft Excel, PowerPoint, Social Networking, Outlook, Leadership, Sales, Peachtree, QuickBooks
Education
Fairleigh Dickinson University 2009 — 2013
Bachelor of Science (B.S.), Accounting
Delaware State University 2006 — 2007
Foresters Financial Services September 2013 - Present
Ernst & Young June 2012 - August 2013
Bank of America Merrill Lynch September 2009 - June 2012
Dow Jones September 2008 - September 2009
MetLife 2006 - 2008
Prudential Financial 2000 - 2006
Skills
Marketing Communications, Strategic Planning, Social Media, Public Relations, Team Building, Online Marketing, Internal Communications, Advertising, Team Leadership, Marketing Management, Public Speaking, Event Management, Coaching, Segmentation, Customer Relations, Writing, Series 26, Series 6
Education
University of Maryland University College 2002 — 2004
Master of Business Administration (M.B.A.), Management
Fairleigh Dickinson University 1998 — 2000
Master's Degree, English
Fairleigh Dickinson University 1992 — 1996
Bachelor of Arts (B.A.), English
Foresters Financial Services April 2015 - Present
Pier 1 Imports September 2012 - Present
Ann Taylor September 2014 - January 2015
Senator David Carlucci September 2014 - January 2015
DICK'S Sporting Goods September 2012 - January 2014
Modell's Sporting Goods November 2010 - January 2013
Skills
Sales, Retail, Visual Merchandising, Store Management, Merchandising, Customer Service, Cashiering, Retail Sales, Inventory Management, Apparel, Customer Satisfaction, Fashion, Store Operations, Profit, Trend Analysis, Inventory Control, Microsoft Word
Education
Dominican College of Blauvelt 2010 — 2014
Social Science BA
Foresters Financial Services February 2015 - Present
Design Design, Inc. October 2013 - November 2014
ArtPrize September 2014 - October 2014
Spectrum Health and Mercy January 2009 - February 2014
Van Andel Institute January 2013 - May 2013
Mary Ann's Chocolates January 2009 - December 2012
Special Olympics Pennsylvania August 2010 - August 2012
Project Hope July 2011 - August 2011
Nicola Construction June 2006 - August 2009
Skills
Highly personable, Computers, Piano Playing, Carpententry, Clinical Research, Laboratory Technicians, Problem Solving, Character Actor, Theatre, Works well with people, Experience Working with..., Group Leadership, Training, Leadership
Education
Grand Valley State University 2009 — 2013
Bachelor of Science (BS), Biomedical Sciences, General
East Grand Rapids High School 2005 — 2009
Ameriprise Financial Services, Inc. January 2000 - Present
Sound Investment Services 1994 - 2000
Foresters Financial Services 1988 - 1994
Education
Ohio University
Foresters Financial Services August 2014 - Present
Trustco Bank May 2013 - August 2014
Trustco November 2010 - August 2014
Education
State University of New York at Albany
Bachelor of Business Administration (B.B.A.)
Voronezh State University
Bachelor's degree, History and English as a second language
Foresters Financial Services September 2012 - Present
Foresters Financial Services July 2010 - September 2012
Laboratory for Computer Science Research, Rutgers University May 2010 - July 2010
Laboratory for Computer Science Research, Rutgers University February 2008 - May 2010
SPEX CertiPrep July 2007 - August 2007
Genesis HealthCare July 2004 - August 2006
Skills
Linux, C, Java, Ruby, PHP, JavaScript, HTML, CSS, jQuery, SQL, Git, Apache, Web Development, System Administration, Web Applications, MySQL, Software Documentation
Education
Rutgers University 2006 — 2010
Bachelor of Science (B.S.), Computer Science
Foresters Financial Services January 2012 - Present
Prudential Financial January 2011 - January 2012
HSW Distributors November 2009 - January 2011
AXA April 2008 - November 2009
AXA Equitable 2005 - 2008
Gain Capital 2004 - 2005
Schwab Capital Markets 2000 - 2002
Charles Schwab 2000 - 2002
All-tech 1999 - 2000
Datek 1998 - 1999
Skills
Series 7, Retirement Planning, Securities, Mutual Funds, 401k, Alternative Investments, 401k Rollovers, Asset Allocation, Asset Management, Bonds, Capital Markets, Disability Insurance, ETFs, Equities, Estate Planning, FINRA, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Insurance, Investment Advisory, Investment Management, Investment Strategies, Investments, Life Insurance, Long-term Care, Marketing, Options, Pensions, Portfolio Management, Relationship Management, Retirement, Sales, Sales Operations, Separately Managed..., Series 24, Series 6, Series 63, Series 65, Strategic Financial..., Term Life Insurance, Trading, Uniform Combined State..., Variable Annuities, Wealth Management, Wealth Management...
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Retirement Planning Specialist, Retirement Planning
William Paterson University of New Jersey
St. Peter's Prep 1988 — 1992
HS, HS
Foresters Financial Services November 2012 - Present
Foresters July 2000 - November 2012
Foresters February 2007 - May 2008
Foresters June 2003 - January 2007
Foresters September 2001 - June 2003
Foresters July 2000 - August 2001
Labatt 1989 - 2000
Magna International 1984 - 1989
Skills
Marketing Communications, Corporate Communications, Strategic Projects, Corporate Social..., Public Relations, Crisis Management, Sponsorship, Stakeholder Engagement, Strategic Planning, Marketing Strategy, Business Strategy, Marketing, Brand Management, Leadership, Strategic Communications, Public Affairs
Education
University of South Carolina-Columbia 1977 — 1982
Bachelor's degree, Journalism
Foresters Financial Services May 2015 - Present
Pridemore fo Congress March 2014 - Present
Mountain view aquatic center October 2012 - August 2013
Burke Lasseter LLC May 2010 - July 2013
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Research, Customer Service, Public Speaking, Teamwork, Event Planning, Photoshop, English, Public Relations, Social Networking, Facebook, Editing
Education
Kennesaw State University 2012 — 2014
Oglethorpe University 2010 — 2011
Foresters Financial Services September 2015 - Present
First Niagara Bank June 2013 - December 2014
Tops Markets July 2006 - May 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Time Management, Teamwork, Great Organizer, Leadership
Education
State University of New York College at Buffalo 2014 — 2015
Bachelor’s Degree, Economics and Finance, 3.52
University at Buffalo
Foresters Financial Services May 2015 - August 2015
NUKU October 2014 - December 2014
University of Washington June 2013 - July 2014
University of Washington September 2012 - June 2013
Harbor Square Athletic Club October 2009 - May 2012
Student Investors Club January 2010 - January 2011
Student Jazz Band January 2009 - January 2010
Taprock Northwest Grill January 2007 - January 2009
Skills
Time Management, Customer Service, Microsoft Office, Team Leadership, Finance, Public Speaking, DCF Valuation, Stock Trading, Music Theory, Modern Portfolio Theory, Group Presentations, Margin Analysis, Cost Analysis
Education
University of Washington Bothell School of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance and Management
Edmonds Community College 2010 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Integrated Media Technologies November 2012 - Present
7 For All Mankind September 2010 - February 2015
Foresters Financial Services January 2010 - May 2010
Skills
Management, Supply Chain Management, Leadership, Inventory Management, Customer Service, Microsoft Excel, Social Networking, Procurement, Vendor Relationships, Sales, Time Management, PowerPoint, Social Media, Logistics Management, Customer Engagement, Microsoft Word, Marketing, Team Building, Strategic Planning, International Logistics, Inventory Planning, Instructional Technology
Education
Texas State University
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Denton High School
Foresters Financial Services September 2015 - Present
First Investors Financial Services August 2015 - September 2015
Skills
PowerPoint, Public Speaking, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Leadership, Research, Teamwork, Time Management, Social Media, Outlook, Social Networking, Management, Finance, Investments, Financial Services, Life Insurance, Mutual Funds, Fixed Annuities, Employee Benefits
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2014
Bachelor's degree, Human Resource Management / Business Administration and Management
Foresters Financial Services March 2015 - Present
AT&T October 2014 - January 2015
Suddenlink Communications May 2014 - September 2014
Burke Center January 2014 - May 2014
Texas A&M University January 2012 - December 2013
LA Fitness October 2007 - August 2011
Group Excellence September 2009 - September 2010
NOVO 1 February 2006 - June 2007
Kohl's Department Stores August 2004 - September 2006
Skills
Fixed Annuities, Series 63, Variable Annuities, Investments, Series 6, Life Insurance, IRAs, Mutual Funds, Rollovers, College Savings Plans, Microsoft Word, Social Networking, Data Analysis, Retirement Planning, Psychology, Microsoft Excel, Sales, Leadership, Teaching, Social Media, Supervisory Experience, Research, PowerPoint, Event Planning, Data Entry, Teamwork, Facebook, Outlook, Marketing, Manage Client..., Telemarketing, Social Media Marketing, Critical Thinking, Team Building, Time Management, Consultative Selling, Mac OS, Territory Management, Finance, Event Management, Public Speaking, Community Outreach, Communication, Customer Service, Microsoft Office
Education
Texas A&M University 2011 — 2014
Bachelor of Science (B.S.), Psychology
Foresters Financial Services September 2015 - Present
Lexmark Enterprise Software September 2013 - August 2015
Lexmark Enterprise Software January 2013 - September 2013
ISYS Search Software July 2010 - January 2013
ISYS Search Software November 2009 - July 2010
United Car Care, Inc. November 2002 - August 2009
Reed Business Information June 2000 - October 2002
Skills
CRM, Salesforce.com, Strategy, Leadership, Enterprise Software, Training, Lead Generation, Software Documentation, Account Management, Sales Operations, Sales, Product Management, Project Management, Team Building, Access, Customer Service, SAP, Employee Training, Marketing, Microsoft Office, Business, Customer Support
Education
University of Colorado at Denver 2008 — 2013
Bachelor's, Science: (Music) - focus in Business
Arapahoe Community College 2006 — 2008
N/A, General Education
Foresters Financial Services October 2015 - Present
Skills
Teamwork, Time Management, Public Speaking, Event Planning, Research, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, English, Windows, Social Networking
Education
Florida State University 2010 — 2015
Bachelor's degree, Business Administration
Foresters Financial Services July 2015 - Present
Dr. Timothy Keon Jung Kim's Dental Corporation May 2011 - June 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, PowerPoint, Microsoft Word, Public Speaking, Research, Project Management, Leadership
Education
University of California, Irvine 2011 — 2015
Bachelor's degree, International/Global Studies and Economics
Yonsei University 2013 — 2013
International Studies, UCEAP study abroad program
Foresters Financial Services July 2013 - Present
Guardrails International February 2013 - June 2013
Insphere Insurance Solutions January 2013 - February 2013
Gillis Center May 2006 - August 2012
Community Living Opportunities April 2002 - May 2003
Alternative Opportunities September 2000 - April 2002
Lafayette House February 1999 - February 2000
Skills
Training, Leadership, Employee Benefits, Management, Healthcare, Insurance, Small Business, Sales, Budgets, Volunteer Management, Marketing, Fundraising, Coaching, Customer Service, Nonprofits, Leadership Development, Public Speaking, Strategic Planning, Community Outreach, Program Management, Psychology, Underwriting, Child Welfare Social..., Addiction Recovery..., Social Worker for the..., Recruiting, Team Leadership, Staff Development, Event Planning, Doumentation, Insurance Field..., Mental Health, Teaching, Organizational..., Long-term Care, Team Building, Employee Relations, Software Documentation, Microsoft Excel, Microsoft Office, Program Development, Analysis, Benefits Administration, Research, Outlook, Life Insurance, Retirement, Public Relations, Policy, Retirement Planning
Education
Mount Holyoke College 1993 — 1997
Bachelor of Arts (BA), Neuroscience and Behavior
Frankfurt American High School 1993 — 1997
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Foresters Financial Services September 2015 - Present
Just One Call, Inc. December 2013 - September 2015
Skills
Financial Analysis, Management, Customer Service, Organization Skills, Computer Proficiency, Office Administration, Sales, Invoicing, Negotiation, Microsoft Office, Leadership, Budgets, Team Leadership, Microsoft Excel, PowerPoint, Research
Education
University of Southern California 2012 — 2015
Bachelor's Degree, Economics
Foresters Financial Services June 2015 - Present
Johnson County Recorder's Office January 2011 - February 2015
Johnson County Clerk's Office January 2009 - January 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, OneNote, Customer Service, Public Sector, Accounting, Access, Data Entry, Policy, Filing, Documentation, Government, Time Management, Process Improvement
Education
Indiana Wesleyan University 2012 — 2015
Bachelor’s Degree, Accounting
Indiana Wesleyan University 2010 — 2012
Associate’s Degree, Accounting
Foresters Financial Services December 2014 - Present
Jefferson parks and Recreation After School Program February 2012 - December 2014
True North Church September 2011 - December 2013
Camp Kaleo May 2009 - August 2011
Skills
Social Media, Event Planning, Event Management, Social Media Marketing, Social Networking, Leadership, Teaching, Public Speaking, Microsoft Excel, Public Relations, Marketing, Non-profits, Strategic Planning, Microsoft Office, Customer Service, Advertising, PowerPoint, Fundraising, Photoshop, Outdoor Recreation, High Ropes
Education
The University of Georgia 2011 — 2014
Bachelor's Degree, Business Administration and Management
curtis
Foresters Financial Services May 2015 - August 2015
SUNY Geneseo August 2013 - May 2015
Skills
Critical Thinking, Teamwork, Time Management, Management, Strategy, Microsoft Excel, Resourceful..., Data Analysis, Microsoft Office, PowerPoint, Problem Solving, Microsoft Word, Program Management, Project Management, Communication, Strategic Planning, Research, Marketing, Sales, Creativity Skills
Education
SUNY Geneseo 2012 — 2015
Bachelor of Science (BS), Business Administration and Management, General; Economics Minor
Foresters Financial Services August 2015 - Present
Richardson Imports May 2013 - Present
Brotherhood Bracelets June 2013 - May 2015
The University Network September 2014 - December 2014
Boston Market October 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Google Docs, Social Media Marketing, Marketing, Marketing Research, Photoshop
Education
Montclair State University 2011 — 2015
Bachelor of Science (B.S.), Marketing
ISCO Industries, Inc. July 2015 - Present
Foresters Financial Services January 2015 - May 2015
Skills
Responsibility, Achiever, Adaptability, Organization Skills, Tax Preparation, Investments, Focus, Social Media, Time Management, Data Entry, Accounts Receivable, Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office
Education
University of Kentucky 2013 — 2015
Bachelor of Science (B.S.), Accounting
University of Kentucky 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Bluegrass Community and Technical College 2010 — 2012
Associate of Science (A.S.), Accounting
Foresters Financial Services December 2014 - Present
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Actuarial Science
Foresters Financial Services April 2015 - Present
Connor Communications January 2013 - April 2015
ComSci March 2010 - January 2013
MeridiaSystems.com, LLC 2009 - 2010
The TriZetto Group February 2008 - June 2009
The TriZetto Group November 1995 - January 2008
Skills
PHP, JavaScript, jQuery, HTML, HTML 5, CSS, CSS3, AJAX, MVC, SQL, MySQL, Web Development, JSON, Git, Web Applications, Software Development, REST, Handlebars.js, XML, IIS
Education
Kean University 2004 — 2010
Bachelor of Science, Computer Science, Information Systems Option
County College of Morris
Associate in Applied Science, Computer Science
Chubb Institute 1994 — 1995
Diploma, Computer Programming
Chatham High School 1987 — 1990
Foresters Financial Services August 2004 - Present
First Investors Corporation June 1999 - August 2004
First Investors Corporation March 1997 - June 1999
Skills
Management, Recruiting, Customer Service, Employee Relations, Training, Onboarding, Hiring, Staff Management, Performance Appraisal, Time Management, IRAs, Series 6, Staff Training, Team Motivator, Individual Retirement..., 403(b) Distributions, Required Minimum..., Education Savings..., Employee Training, Personal Development, Personnel Development, IRS Distribution Rules, Project Management, Social Media
Education
State University of New York at Binghamton
BA, Social Anthropology/Management Adjunct
Foresters Financial Services June 2015 - Present
Luxottica Group April 2013 - January 2015
Wells Fargo February 2011 - February 2012
Skills
Wealth Management, Finance, Financial Planning, Customer Service, Management, Merchandising, Visual Merchandising, Retail, Marketing, Inventory Management, Sales Management
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Foresters Financial Services May 2015 - Present
Foresters Financial Services August 2011 - May 2015
Skills
Retirement Planning, Human Resources, Management, Analysis, Finance, Customer Service, Financial Services, Mutual Funds, Leadership, Microsoft Office, Public Speaking, Investments
Education
Towson University
Bachelor’s Degree, Psychology; Minor, Family and Human Services
Foresters Financial Services December 2014 - Present
Sungard 2007 - 2014
Sungard Trading Systems 2007 - 2014
Sungard Trading Systems May 2005 - 2007
Pershing LLC 2001 - 2005
Pershing LLC 1999 - 2001
Pershing LLC 1997 - 1999
Skills
Trading Systems, Market Data, Electronic Trading, Equity Trading, Trading, Order Management, Equities, Options, SDLC, Financial Services, Business Analysis, Derivatives, Product Management, Capital Markets, Vendor Management, CRM, Unix, Financial Markets, Requirements Analysis, Software Project..., Agile Methodologies, FIX, Customer Service, Software Implementation, Project Management, Requirements Gathering
Education
Villanova University 2013 — 2014
Master Certificate, Applied Project Management
University of Rhode Island 1993 — 1997
Bachelor of Arts (B.A.), Sociology
Metuchen High School 1989 — 1993
Stevens Institute of Technology
Foresters Financial Services January 2014 - Present
Grace Family Church 2007 - Present
The Salve Group December 2011 - December 2013
Medi-Weightloss 2010 - 2012
Strategic Progression October 2008 - December 2011
Intersecurities INC 2005 - 2008
Intersecurities INC 2005 - 2008
World Financial Group (WFG) 2003 - 2005
Investment Advisors International 2003 - 2005
World Financial Group 2003 - 2005
Skills
Investments, Strategic Partnerships, Financial Services, Mutual Funds, Strategic Financial..., Marketing Strategy, Team Building, Leadership, Entrepreneurship, Competitive Analysis, Public Speaking, Start-ups, Wealth Management, Strategic Planning, Lead Generation, Marketing, Insurance, Coaching, Strategy, Risk Management, Business Planning, Small Business, New Business Development, Business Strategy, Executive Management, Mergers & Acquisitions, Online Marketing, Business Development, Sales Management, Team Leadership, Management, Leadership Development, Operations Management, Contract Negotiation, Management Consulting, Sales, Time Management, Event Management, Training, Social Networking, Budgets, Financial Planning
Education
Brown University 1988 — 1992
BA, Economics and Sociology
Leo High School 1984 — 1988
Foresters Financial Services September 2003 - Present
BISYS 2000 - 2003
Alliance Capital Management 1987 - 2000
Education
Montclair State University 1983 — 1987
BS, Finance
Foresters Financial Services July 2015 - Present
Beechwood Re 2015 - July 2015
Guardian Life January 2009 - December 2014
Buck Consultants 2006 - 2008
Skills
Actuarial Science, Insurance, Valuation, Risk Management, Financial Modeling, Retirement, SAS, Pricing, Retirement Planning, VBA, Life Insurance, Financial Risk, Defined Benefit, Microsoft Excel
Education
The College of New Jersey 2002 — 2006
Bachelor of Arts (B.A.), Statistics, 3.89/4.00
Foresters Financial Services August 2014 - Present
Graybar Electric May 2010 - July 2014
Graybar September 2008 - April 2010
Skills
Sales, Direct Sales, Cold Calling, Customer Service, Account Management, New Business Development, Outside Sales, Sales Operations, Pricing, Sales Presentations, Sales Process, Key Account Management, Solution Selling, Selling, Sales Management
Education
Joliet Junior College 2000 — 2002
Business Administration, Management and Operations
Foresters Financial Services September 2015 - Present
Tyco June 2014 - August 2014
Tait Weller May 2013 - August 2013
Legislative Office of Senator Joe Kyrillos May 2011 - August 2011
Chris Whalen CPA June 2008 - January 2011
Skills
Excel, Microsoft Office, Word, Internet Explorer, Outlook, Firefox, PowerPoint, QuickBooks, GoSystems, Microsoft Excel, Microsoft Word, Time Management, Accounts Payable, Skype, Tax Preparation, ProSystem fx Engagement, Windows Movie Maker, SharePoint, Internal Controls, Internal Audit, Tax, Tax Returns, Accounting, Event Planning, External Audit, Data Entry, Auditing, Teamwork, Leadership
Education
Rider University 2014 — 2015
Master of Accountancy (MAcc), Accounting, 3.84
Rider University 2010 — 2014
Bachelor's Degree, Accounting, 3.85
St. John Vianney High School 2007 — 2010
High School
Romeo's Pizza August 2013 - Present
Real Bargain Electronics June 2004 - December 2011
Foresters Financial Services January 1999 - December 2003
First Investors - now Foresters Financial Services January 1998 - December 2003
Skills
Time Management, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Planning, Strategic Financial..., Business Analysis, Communication, Financial Statements, Statistical Modeling, Microsoft Office, Analysis, Management
Education
University of Dayton
Master of Business Administration (M.B.A.), Finance, General
Kent State University
Bachelor of Business Administration (B.B.A.), Finance, General
Foresters Financial Services November 2013 - Present
New York Life Insurance Company November 2011 - November 2013
Starbucks March 2004 - July 2012
Skills
Fixed Annuities, IRAs, Retirement Planning, Retirement, Mutual Funds, Estate Planning, Strategic Financial..., Investments, Series 6, Series 63, Life Insurance, Wealth Management, Securities, Insurance, Financial Services, Long Term Care Insurance
Education
LIU Post
DSV - Global Transport and Logistics June 2015 - Present
DB Schenker August 2014 - January 2015
American Political Science Association January 2014 - May 2014
Eagleton Institute of Politics January 2014 - May 2014
Foresters Financial Services May 2012 - July 2012
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2014
Bachelor of Arts (BA), Political Science and Economics
Middlesex County College 2010 — 2012
Associate of Arts (AA), Business
Beykent Üniversitesi 2008 — 2010
Associate of Arts (AA), Language Interpretation and Translation