Group Financial Services
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Group Financial Services Employees
Group Financial Services June 2006 - Present
Self-employed June 1988 - Present
Skills
Workers Compensation, Health Insurance, Employee Benefits, Benefits Administration, Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Open Enrollment, Health Savings Accounts, 401k, Long-term Care, Critical Illness, Accident, Fixed Annuities, Underwriting, Property & Casualty..., Whole Life, COBRA, Group Insurance, Cafeteria Plans, Flexible Spending..., Voluntary Employee..., Group Medical, Vision Insurance, Licensed Life & Health..., Section 125 Plans, Self-funded, Disabilities, Accident Insurance, Health Care Reform, Universal Life
Education
The American College
Chartered Life Underwriter, Insurance and financial risk
The National Association Of Life Underwriters
LUTCF, Insurance and financial risk assesment
Old Dominion University 1980 — 1982
Master of Science Education, Counselor Education/School Counseling and Guidance Services
Old Dominion University
Master of Science (MS), Counselor Education/School Counseling and Guidance Services
Old Dominion University 1966 — 1971
Bachelor of Science (BS), Education/Teaching of Individuals in Elementary Special Education Programs
TD Wealth Management December 2013 - Present
Citi October 2011 - November 2013
PNC Financial Services September 2010 - October 2011
Group Financial Services January 2009 - December 2009
Skills
Banking, Credit, Loans, Credit Analysis, Small Business Lending, Financial Analysis, Mortgage Lending, Commercial Banking, Consumer Lending, Retail Banking, Credit Risk, Loan Origination, Lines Of Credit, Customer Satisfaction
Education
Kean University 2006 — 2009
Bachelor of Science (BS), Economics
Group Financial Services September 1995 - Present
Skills
Management, Leadership, Customer Service, Strategic Planning, Sales Management, Marketing, Business Development, Strategy, Marketing Strategy, Negotiation
Education
University of Colorado Boulder 2015 — 2019
Bachelor of Science, Political Science and Government
Port Authority of NY & NJ June 2014 - Present
Port Authority of NY & NJ August 2013 - June 2014
Port Authority of NY & NJ August 2008 - August 2013
Group Financial Services March 2006 - March 2008
Key Equipment Finance July 2005 - February 2006
Hewlett-Packard Financial Services April 2004 - June 2005
Premier Personnel Group September 2003 - May 2004
TMP Worldwide June 2000 - August 2001
Empire Blue Cross Blue Shield June 1999 - May 2000
Drew University September 1997 - May 2000
Skills
Customer Service, Negotiation, Production Art, Budgets, Analysis, Strategic Planning, Marketing, Project Management, Management, Process Improvement, Contract Management, Vendor Management, Leadership, Microsoft Excel, Contract Negotiation, Outlook, System Administration, Training, Microsoft Word, PowerPoint, Insurance, Microsoft Office, Coaching, Procurement, Strategy, Accounting, Program Management, Research, Government, Policy, Data Analysis, Team Building
Education
Pratt Institute 2001 — 2003
Certified, Electronic Imaging & Illustration
Drew University 1996 — 2000
BA, Psychology
St. Peter's Prep 1992 — 1996
Group Financial Services May 2011 - Present
United Way of the Big Bend January 2011 - April 2011
Tallahassee Mortgage September 2010 - December 2010
FSU Bobby. E. Leach Center August 2008 - August 2010
Skills
Financial Analysis, Banking, Microsoft Excel, Customer Service, Financial Modeling, Account Management
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science, Accounting & Finance
East West Bank July 2014 - Present
East West Bank November 2011 - June 2014
Group Financial Services March 2008 - October 2011
LEAF Financial Corporation September 2005 - March 2008
Skills
Loans, Commercial Lending, Healthcare, Finance, Account Management, Start-ups, Selling, Cash Flow, Credit, Sales Management, Sales, New Business Development, Cold Calling, Budgets, Mortgage Lending, Management Consulting, Fundraising, Sales Operations, Credit Analysis, Contract Negotiation, Sales Process, Real Estate, Strategic Financial..., Project Planning, Direct Sales, Banking, Leadership, Analysis, Dentistry, Valuation, Transition Management, Management, Commercial Banking, Practice Management, Customer Service, Strategic Planning, Team Building, Business Development, Marketing Strategy, Financial Analysis, Sales Presentations, Financial Planning
Education
The Ohio State University 1996 — 2000
BS, Aviation Science
Group Financial Services July 2011 - Present
Group Financial Services February 2003 - July 2011
Education
University of Central Florida 1997 — 2002
Heavenly Helpers November 2010 - May 2013
Senior TLC November 2012 - January 2013
Self-Employed August 2012 - November 2012
Health Net May 1994 - February 1996
Good Samaritan Medical Foundation October 1993 - March 1994
The Travelers Insurance Company May 1990 - October 1992
The Prudential Insurance Company July 1988 - August 1989
Group Financial Services July 1987 - June 1988
Skills
Microsoft Certified..., Certified In Microsoft..., Provider Relations, Contract Negotiation, Credentialing, Medical Coding, CPT, ICD-9, Medical Terminology, Customer Service, Computers, Training, Problem Solving, Senior Services
Education
St. Louis Coummunity College 2013 — 2013
Business/Office Automation/Technology/Data Entry, A
Maryville University 2009 — 2009
University of Notre Dame 1983 — 1987
Bachelor of Arts, Economics
CIT 2000 - Present
CIT Global Vendor Finance 2000 - Present
The CIT Group January 2005 - Present
Avaya Financial Services January 2000 - January 2005
Prudential Financial January 1994 - January 2000
Prudential Financial, a Global Insurance January 1985 - January 2000
Portfolio Management Group January 1987 - January 1994
Group Financial Services January 1985 - January 1987
Windsor Partners, Futures Fund January 1983 - January 1984
Skills
Vendor Finance, Credit, Asset Based Lending, Corporate Finance, Credit Analysis, Financial Analysis, Commercial Lending, Financial Modeling, Portfolio Management, Risk Management, Credit Risk, Treasury Management, Finance, Underwriting, Capital Markets, Financial Services, Loans, Strategic Financial..., Hyperion Enterprise, Asset Managment
Education
Rutgers University 1983 — 1987
MBA, Finance
Seton Hall University 1979 — 1983
BS, Finance & Computer Science
Rutgers Business School
MBA, Finance
Seton Hall University
BS in Business, Finance
Group Financial Services January 1998 - Present
Skills
Credit, Credit Analysis, Credit Risk, Loans, Banking, Mortgage Lending, Commercial Banking, Financial Analysis, Loan Origination, Account Management, Cash Flow, Customer Service, Mergers & Acquisitions
Education
University of Colorado at Boulder 1988 — 1992