Hudson Financial Group
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Hudson Financial Group Employees
TransFirst February 2015 - Present
Popcornopolis June 2014 - February 2015
Hudson Financial Group June 2012 - June 2013
Skills
Inside Sales, Customer Service, Marketing, Account Management, Time Management, PowerPoint, Cold Calling, Microsoft Office, Telemarketing, Organizational..., Financial Analysis, Business Ethics, Sales
Education
The University of Akron 2010 — 2013
Bachelor's Degree, Communications
The University of Akron 2010 — 2013
Bachelor's degree in Business and Organizational Communications, Business and Organizational Communications; Minor in Business Administration
University of Toledo
University of Toledo
Hudson Financial Group January 2010 - Present
SHARE of Ridgewood April 2008 - Present
AXA Advisors April 2003 - December 2009
Radix Computer Careers March 1999 - March 2003
Hackensack Golf Club, Emerson Golf Club and Forest Hill Field Club December 1993 - February 1999
Skills
Investment Strategies, Certified Financial..., Personal Tax Planning, Investments, Retirement Planning, Finance, Insurance, Investment Management, Financial Planners, Estate Planning, Financial Advisory, Wealth Management, Mutual Funds, Strategic Financial..., Asset Allocation, Retirement, 401k, Fixed Annuities, Wealth Accumulation, Series 63, Uniform Combined State..., Wealth, Roth IRA
Education
Quinnipiac University 1989 — 1993
Bachelor of Science (BS), Finance and Financial Management Services
Pascack Hills 1985 — 1989
Hudson Financial Group February 2015 - Present
Pace Mart September 2013 - Present
Pacific Crest Realty Advisors, LLC June 2014 - August 2014
Skills
Global Sourcing, Microsoft Excel, Procurement, Purchasing, Strategic Sourcing, Contract Negotiation, Supply Chain Management, Inventory Management, SAP, Forecasting, Logistics, Process Improvement, Contract Management, Inventory Control, Negotiation, Public Speaking
Education
Pace University - Lubin School of Business 2011 — 2015
Citi Personal Wealth Management September 2015 - Present
Citibank - Citi Personal Wealth Management August 2014 - September 2015
Bank of America Merrill Lynch April 2011 - August 2014
Hudson Financial Group September 2009 - April 2011
JPMorgan August 2007 - September 2009
A.G. Edwards March 2005 - August 2007
Global Markets Trading Institute January 2003 - March 2005
Pristine.com April 2001 - January 2003
PepsiCo Inc. September 1985 - March 2001
Arthur Andersen/Andersen Consulting June 1982 - August 1985
Skills
Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Investment Advisory, Wealth Management, Portfolio Management, Banking, Investments, Financial Services, Finance, Management, Financial Analysis, Strategic Planning, Asset Management, Trading, Securities, Equities
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Marketing Management
Trinity College-Hartford 1978 — 1982
Bachelor's Degree, Computer Science & Economics
Sleepy Hollow HS 1974 — 1978
Mosaic Wealth Strategies, LLC October 2014 - Present
Eagle Strategies, LLC May 2014 - Present
New York Life Insurance Company January 2011 - Present
Hudson Financial Group January 2011 - October 2014
NYLIFE Securities LLC July 2011 - September 2014
Skills
Strategic Planning, Public Speaking
Education
The University of Georgia
Bachelor's Degree, Psychology
University of South Carolina-Columbia
Master's Degree, Social Work
Hudson Financial Group January 2002 - Present
Skills
Retirement Planning, Insurance, Investment Strategies, Wealth Management, Retirement, 401k, Mutual Funds, Fixed Annuities, Financial Analysis, Portfolio Management, Asset Allocation, Estate Planning, Investments, Securities, Life Insurance, IRAs, 401k Rollovers, Financial Services, 529 Plans, Roth IRA, Disability Insurance, Saving for Education, Variable Annuities, College Savings Plans, Series 6, Asset Management, Qualified Retirement..., Term Life Insurance
Education
University of Central Florida 1976 — 1981
BSBA, Business, Marketing
DCT Industrial Trust Inc May 2007 - Present
AIMCO April 2004 - March 2007
Hudson Financial Group June 2001 - April 2004
Vanenburg Business Systems August 1997 - June 2001
Specialty Sports Inc January 1992 - August 1997
Ernst & Young January 1986 - December 1991
Skills
Financial Analysis, Financial Reporting, Due Diligence, Financial Modeling, Accounting, Sarbanes-Oxley Act, SEC filings, Mergers, Asset Managment, Real Estate, Valuation, General Ledger, Corporate Finance, Auditing, Finance
Education
University of Denver - Daniels College of Business 1999 — 2001
MBA
The University of Texas at Austin - Red McCombs School of Business 1983 — 1985
BA
Hudson Financial Group June 2014 - Present
ICC Sales Corp December 2013 - May 2014
Aston Global Inc January 2010 - December 2012
Keys Fitness January 2007 - December 2008
Keys Backyard, LP January 2005 - January 2008
Jumpking, Inc-Division of Icon Health & Fitness January 2001 - January 2005
Weider Health & Fitness March 1999 - January 2001
Skills
Supply Chain Management, Operations Management, Manufacturing, Product Development, Budgets, Strategic Planning, Team Building, Team Leadership, Financial Accounting, Accounting System, Process Improvement, Consensus Building, Metric Development, Consumer Products, Sales, Negotiation, Product Management, Leadership, Inventory Management, Supply Chain, Management, Mergers & Acquisitions, Strategy
Education
University of Texas at Brownsville 2013 — 2017
Bachelor of Business Administration (BBA), Business Administration Finance, 3.87
Eastfield College 1986 — 1999
Associate's degree, Business Administration and Management, General, 3.65
Hudson Financial Group September 2004 - Present
Education
University of North Texas 1980 — 1984
Bachelor of Business Administration (BBA), Marketing
Rockland County Board of Elections November 2014 - Present
Historic Areas Board of Review April 2014 - Present
Sacred Heart Parish June 2013 - May 2015
Electronic Office Systems January 2014 - August 2014
Hudson Financial Group August 2012 - November 2013
Iona College Student Campus Ministries April 2010 - May 2013
Pi Kappa Phi (Iota Omicron) November 2011 - November 2012
IC Management Club September 2011 - August 2012
Skills
Team Leadership, Social Media, Disability Insurance, Financial Analysis, Fixed Annuities, Long-term Care, Health Insurance, Accident, Public Speaking, Marketing, Strategic Planning, Community Outreach, Fundraising, Sales, Leadership, Event Planning, Management, Recruiting, Social Networking, Time Management, Nonprofits, Customer Service
Education
Iona College 2009 — 2013
Bachelor of Science, Business Management
Hudson Financial Group September 2014 - Present
Town of Hempstead June 2014 - August 2014
Roosevelt Investment Group January 2014 - April 2014
Town of Hempstead June 2012 - September 2013
Town of Hempstead June 2009 - September 2011
Camp Anchor October 2007 - April 2008
Camp Anchor June 2007 - July 2007
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Budgets, Customer Service, Banking, Outlook, Accounting, Financial Modeling, Investments, Strategic Planning, Corporate Finance, Portfolio Management, Credit, Equities, English, Finance, Financial Reporting, Time Management, Research, Leadership, Teamwork
Education
Pace University 2011 — 2015
BBA, Finance, Major GPA 3.54
Pace University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Economics