ICMA-RC Company
Industry: Company
DescriptionFounded: 1933 Subsidiary: ICMA-RC Services, LLC, Asset Management Arm
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ICMA-RC Employees
ICMA-RC August 2015 - Present
MassMutual Greater Los Angeles November 2010 - August 2015
UBS Financial Services, Inc. 2005 - 2010
UBS Financial Servivces, Inc. 2004 - 2005
Skills
Strategic Financial..., Series 7, Wealth Management, Retirement Planning, Financial Advisory, Financial Planners, Financial Goals, Disability Insurance, Life Insurance, Wealth, Small Business, Insurance, Wealth Accumulation, Estate Planning, Fixed Annuities, Long Term Care Insurance, Uniform Combined State..., Long-term Care, Financial Services, Financial Analysis, College Savings Plans, Pensions, Risk Management, Variable Annuities, Employee Benefits, Nonprofits, Series 63, IRAs, Asset Management, Retirement, Financial Planning
Education
Pepperdine University 1996 — 2000
Bachelor of Arts Degrees, Political Science & Sociology
Universidad de Belgrano
Spanish Language Courses
BAE Systems May 2013 - Present
ICMA-RC July 2012 - April 2013
The World Bank May 2011 - June 2012
DISA - Insight Global November 2010 - April 2011
BT Counterpane March 2007 - November 2010
USDA Food and Nutrition Service - BP International August 2006 - March 2007
Long & Foster Companies January 2006 - August 2006
Quest Diagnostics April 2003 - January 2006
Sonic Telecom February 2001 - April 2003
Sprint September 1999 - February 2001
Skills
Network Security, Firewalls, VPN, Security, IDS, IPS, Computer Security, Information Security, Unix, Troubleshooting, Routers, Juniper, Linux, Switches, Wireshark, IPSec, Network Engineering, Cisco Technologies, Servers, Checkpoint, Security+, DNS, Proxy, Snort, RedHat, Operating Systems, Remedy, Vulnerability Assessment, Vulnerability Management, BMC Remedy, TCP/IP, Bash, Nagios, Cisco Routers, CISSP, Perl, CEH, Cisco ASDM, Ubuntu, Regular Expressions, Awk, CentOS, Penetration Testing, Shell Scripting, PKI, ASA, Palo Alto, Vi, Sed, Splunk
Education
Penn State University 1988 — 1989
Health and Human Development
Deer Lakes Jr./Sr. High School 1982 — 1988
Diploma
RE/MAX Excellence Realty April 2012 - Present
RE/MAX Professionals January 2009 - March 2012
RE/MAX Advantage August 2007 - December 2009
RE/MAX Sails August 2001 - August 2007
ICMA-RC August 1992 - August 1998
Skills
First Time Home Buyers, Investment Properties, Short Sales, Sellers, Real Estate, REO, Foreclosures, Investors, Referrals, New Home Sales, Condos, Residential Homes, Real Estate Transactions, Single Family Homes, Buyer Representation, Relocation, Listings, HUD, Move Up Buyers, New Homes, Buyers, Townhomes, ABR, Seniors, SFR, Luxury
Education
Computer Learning Center (CLC) Fairfax VA 1976 — 1997
Graduate Certificate, Computer and Information Sciences and Operational Support Services
Prince George's Community College
Computer technology, General Business Management studies, Real estate practices and procedures
ICMA-RC November 2014 - Present
PwC October 2012 - October 2014
Ernst & Young July 2006 - October 2012
Batchelor, Tillery and Roberts January 2005 - August 2005
Skills
IT Risk, Accounting, Assurance, IT Audit, Audit, Auditing, SOX, Compliance, CISA, Risk, Security, Internal Controls, Microsoft Office, COBIT, SAS70, Internal Audit, IT Governance, Risk Advisory, ITGC, ACL, External Audit, Segregation of Duties, Sarbanes-Oxley Act, Financial Risk, SSAE 16, Information Technology, Business Continuity
Education
North Carolina State University 1999 — 2006
Master's degree, Accounting
ICMA-RC September 1995 - Present
Skills
Leadership, Management, Sales, Sales Management, Strategic Planning, Investments, Team Building
Education
Illinois State University 1985 — 1988
Bachelor of Science (BS), Finance, General
Fenwick High School 1980 — 1984
HS
ICMA-RC October 2011 - Present
Alexis Nicole Events January 1996 - Present
ICMA-RC June 2007 - October 2011
Verizon March 2004 - June 2007
Verizon January 2001 - March 2004
Verizon January 1996 - January 2001
Verizon January 1993 - January 1996
Skills
Business Analysis, Analysis, Business Process..., Financial Services, Investments, Portfolio Management, Project Management, Visio, SDLC, Risk Management, Project Portfolio..., Requirements Gathering, Requirements Analysis
Education
Hampton University 1987 — 1991
St. John's Parish Day School August 2013 - Present
St.John's Parish Day School June 2009 - June 2013
ICMA-RC August 1999 - August 2001
T. Rowe Price September 1997 - August 1999
ICMA-RC April 1995 - September 1997
ICMA-RC July 1993 - March 1995
Skills
Public Relations, Social Media, Public Speaking, Media Relations, Editing, Marketing Strategy, Social Media Marketing, Nonprofits, Corporate Communications, Fundraising, Marketing, Strategic Communications, Coaching, Project Management, Internal Communications, Advertising, Management, Community Development, Newsletters, Facebook, Creative Direction
Education
Marist College 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
ICMA-RC June 2014 - Present
Verisight, Inc July 2012 - June 2014
Verisight, Inc March 2011 - July 2012
NextStep Defined Contribution, Inc. April 2009 - March 2011
BenefitStreet April 2002 - April 2009
Invesmart, Inc. January 2000 - April 2002
Skills
401k, Pensions, Retirement, Mutual Funds, Investments, Accounting, Customer Service, Financial Advisory, Financial Services, AWD, BPMN, SQL, Crystal Reports, Financial Reporting, Retirement Plan..., Microsoft Office, Photoshop, Adobe Acrobat, Visio, 10 Key, Qualified Retirement..., Profit Sharing, Microsoft Excel, Data Analysis, Outlook, Analysis, FINRA
Education
Ohlone College 2007 — 2011
Accounting
Morgan Stanley March 2013 - Present
ICMA-RC March 2012 - March 2013
Doggywalker.com November 2011 - March 2012
Wunderlich Securities June 2011 - October 2011
BesTemps January 2011 - May 2011
Salisbury University September 2010 - May 2011
Salisbury University September 2010 - December 2010
Salisbury University January 2010 - January 2010
Salisbury University August 2009 - August 2009
Moyaone Community Pool June 2005 - September 2008
Skills
Microsoft Office, Google Docs, PeopleSoft, BD Vision, BlueMatrix
Education
Salisbury 2007 — 2011
for Bachelor of Science, Finance, Management; Finance, and Information Systems
Salisbury University 2007 — 2011
Bachelor of Science, Finance and Managment
Salisbury University - Perdue School of Business 2007 — 2011
Bachelor of Science, Finance and Managment
Queen Anne School 2000 — 2007
Work Consultants March 2013 - September 2013
Fransmart October 2011 - January 2013
ICMA-RC June 2011 - September 2011
Croft & Associates January 2008 - October 2010
YMCA Greenville May 2006 - August 2006
MRP Design Group January 2002 - July 2006
Quasar Atlanta January 2003 - February 2005
Skills
Analysis, Entrepreneurship, New Business Development, Research, Economics, Sales, Foreign Languages, Negotiation, Salesforce.com, Proposal Writing, Building Relationships, International Business, Capital Markets, Selling Businesses, Contract Negotiation, Emerging Markets, Presenter, Writing, PowerPoint, Word, Econometrics, Economic Statistics, Stata, Cold Calling, Editing, Fundraising, Selling Ideas, InDesign, Linux, Leadership, Marketing, Social Media Marketing, Training
Education
University of York 2009 — 2011
Master of Science (MSc), Developmental Economics and Emerging Markets
Mercer University 2005 — 2009
BA, International Affairs and Economics
Hong Kong Baptist University 2008 — 2008
Economics and Entrepreneurship
Jagiellonian University 2007 — 2007
Polish History and Literature
Lassiter 2001 — 2005
EMPOWER Retirement June 2014 - Present
ICMA-RC October 2002 - May 2014
Northern Trust Retirement Consulting October 2000 - October 2002
VALIC June 1988 - October 2000
Skills
Defined Benefit, Retirement, Defined Contribution, Series 63, Mutual Funds, Retirement Planning, New Business Development, Sales, 401k, Investments, Relationship Management, Asset Allocation, Sales Management, Investment Sales, Series 7, Series 24, Consultant Relations
Education
Purdue University
BA
Word of Life August 2008 - June 2012
ICMA-RC January 1997 - April 2002
First National Bank Of Maryland March 1996 - August 1996
NationsBank July 1988 - May 1995
NationsBank January 1985 - July 1988
Skills
Microsoft Office, Process Improvement, Financial Reporting, QuickBooks, Accounting, Accounts Payable, Data Analysis, Financial Accounting, Management, Nonprofits, Project Management, PowerPoint, Public Speaking, Teamwork, Strategic Planning
Education
Prince George's Community College
Associate of Arts (AA), Accounting and Finance
Brown Brothers Harriman January 2014 - June 2014
SCVNGR January 2013 - June 2013
ICMA-RC May 2012 - December 2012
weBike April 2012 - December 2012
The Mentor Capital Network January 2012 - June 2012
The Legacy Mentoring Program January 2011 - December 2011
Internal Revenue Service June 2011 - August 2011
Skills
Program Development, Creative Writing, Marketing Strategy, Learning Quickly, Presenter, Sales, Leadership, Team Leadership, Public Speaking, Strategy, Start-ups, Fundraising, Marketing, Entrepreneurship, Analysis, Microsoft Excel
Education
Northeastern University 2010 — 2015
Pursuing BA, Entrepreneurship & Finance
Benjamin Banneker High School 2006 — 2010
High School Diploma
Nucor Steel November 2011 - Present
Nucor Steel April 2004 - November 2011
Scheiner Legge & Company September 2002 - April 2004
Hess Corporation 1999 - 2002
ICMA-RC 1995 - 1999
ICMA-RC 1992 - 1995
Cort Furniture Rental 1990 - 1992
National Bank of Washington 1986 - 1990
Skills
Continuous Improvement, Access, Cash Management, Microsoft Office, Finance, ERP, Manufacturing, Analysis, Quality Assurance, Customer Service, Process Engineering
Education
Longwood College 1983 — 1986
BS, Accounting/Finance
JEB Stuart High School 1980 — 1983
ICMA-RC April 2015 - Present
Wesley Freedom UMC August 2002 - April 2015
T.Rowe Price 1996 - 2002
ICMA Retirement Corporation November 1986 - September 1996
Skills
Discipleship, Public Speaking, Nonprofits, Pastoral Care, Leadership, Theology, Non-profits, Volunteer Management, Preaching, Biblical Studies, Youth Ministry, Religion, Community Outreach, Missions, Pastoral Counseling, Program Management, Record Keeping, Business Systems..., 401k, 457 Plans, IT Operations, Microsoft Office, Career Counseling, HOA, Customer Service, Management, Team Building
Education
Wesley Theological Seminary 2001 — 2003
Certificate, Youth Ministry & Theology
Shippensburg University of Pennsylvania 1982 — 1986
BSBA, Accounting
ICMA-RC August 2006 - Present
Village of North Palm Beach 2005 - 2006
Okeechobee County Clerk of Court May 2001 - March 2005
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Series 63, Investments, Asset Allocation, IRAs, Wealth Management, Securities, Investment Advisory, Budgets, College Funding..., Executive Pay
Education
University of Florida 1988 — 1992
Bachelor of Science (B.S.), Accounting and Finance
Nova Southeastern University 1995 — 1997
Master's degree, Accounting and Financial Planning
ICMA-RC August 2015 - Present
ICMA-RC September 2012 - July 2015
ICMA-RC January 2007 - August 2012
ICMA-RC January 2003 - December 2006
ICMA-RC May 1999 - December 2002
ICMA-RC February 1998 - April 1999
Skills
Series 63, Series 6, Series 65, Asset Allocation, Retirement, Sales Operations, Wealth Management, Sales, Marketing, Retirement Planning, Mutual Funds, Financial Analysis, Financial Services, Investments, Management, Portfolio Management
Education
Salisbury University
Master of Business Administration (MBA)
Salisbury University
Bachelor's degree, Marketing
ICMA-RC December 2013 - Present
Fidelity Investments April 2008 - March 2010
Fidelity Investments March 2006 - March 2008
Vanguard March 2000 - March 2006
Vanguard February 1999 - March 2000
Skills
Financial Services, Financial Markets, Adult Education, Financial Education, Master Scuba Diver, Presentations, Public Speaking, Bilingual-English/Spanis..., People Skills, 401k, Investments, Retirement Planning, Financial Planning, Asset Allocation
Education
Shippensburg University of Pennsylvania 1997 — 1998
Bachelor of Arts (BA), Spanish Language and Literature, Business
Universidad de Sevilla 1996 — 1996
Spanish Economics
West Chester University of Pennsylvania 1994 — 1996
ICMA-RC January 1997 - Present
New Hampshire September 1996 - July 2007
Nationwide Insurance Enterprise September 1994 - December 1996
Financial Insurance Services, Inc February 1993 - August 1994
Moses & Gagne Financial Services, Inc February 1992 - February 1993
Donald F. Smith & Associates June 1982 - December 1991
Skills
Retirement Planning, Program Management, Investments, Sales, New Business Development, Pensions, Employee Training, Strategic Partnerships, Leadership, Management, Customer Service, Police, Customer Retention, Enforcement, Fleet Operations, Community Outreach, Criminal Justice, Interrogation, Fraud, Evidence, Protection, Firearms, Homeland Security, Criminal Investigations, Internal Investigations, Investigation, Surveillance, Tactics, Public Safety, Law Enforcement
Education
Northeastern University
Criminal Justice, Criminal Justice
SMVTI
Criminal Justice
Aeegle August 2013 - Present
Peregrine Trading January 2012 - Present
ICMA-RC December 1998 - January 2012
Amerivet Securities August 1997 - December 1998
Lintz Glover White & Company July 1996 - July 1997
Core Laboratories July 1993 - November 1995
Core Laboratories July 1992 - August 1993
Core Laboratories June 1990 - July 1992
ARCO Products Company August 1985 - June 1990
Skills
Technical Analysis of..., Intermarket Analysis of..., Japanese Candlestick..., Fundamental Equity..., Macro Economics, Public Speaking, Client Services, Portfolio Management, Trading, Capital Markets, Investments, Research, Management, Equities, Trading Strategies, Entrepreneurship, Business Strategy, Proprietary Trading, Equity Trading, Investment Management, Bloomberg Terminal, Investment Strategies, ETFs, Economics, Financial Analysis, Options, Asset Management, Securities, Financial Modeling, Strategy, Equity Derivatives, Bloomberg, Equity Research, Sales, Financial Markets, Hedging
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1988 — 1990
Master of Business Administration (MBA), Business/Commerce, General, 3.6/4
University of California, Irvine 1980 — 1985
Bachelor of Arts (B.A.), Economics
University of California, Irvine 1980 — 1985
Bachelor of Science (B.S.), Chemistry with American Chemical Society Certificate
CareFirst BlueCross BlueShield/Adecco Staffing Services August 2011 - Present
Kaiser Permanente/ SearchPro Staffing Services March 2013 - April 2013
Randstad Staffing Services January 2011 - June 2011
AngieStyles, LLC January 2008 - October 2010
U.S. Department of Commerce March 2009 - May 2009
Fame School of Nail Design July 2007 - February 2008
ICMA-RC August 2000 - May 2007
Online Resources October 1998 - June 2000
Skills
Microsoft Office, Medical Billing, CPT, Medical Coding, Excel, Billing, Customer Service, Word, ICD-9, Medical Terminology, Accounts Receivable, PowerPoint, HIPAA, Data Entry, Problem Solving, Auditing, Access, Medisoft, Invoicing, Microsoft Excel, Office Management, Account Reconciliation, Training, Accounting, Management, Time Management, Payroll, Administration, Process Improvement, Financial Reporting, Outlook, Microsoft Word
Education
Sanford Brown College 2011 — 2012
Associate's Degree, Medical Billing and Coding, 4.0
Sanford Brown Institute 2010 — 2011
Certification, Billing and Coding
Fame School of Nail Design 2007 — 2008
Certification, Nail Technology
Prince George's Community College 1992 — 1994
Accounting and Business/Management, 3.25
Investment & Insurance 2015 - Present
T. Rowe Price July 2013 - September 2014
T. Rowe Price June 2011 - July 2013
Maryland State Retirement and Pension System May 2011 - June 2011
UVEST Financial Services May 2002 - October 2010
ProFund Advisors LLC July 2000 - May 2002
ICMA-RC March 1999 - July 2000
M & T Bank June 1996 - March 1999
Summit Financial Group January 1995 - June 1996
Legg Mason March 1989 - December 1994
Skills
Investments, Securities, Series 7, Series 66, Series 6, Series 63, Financial Services, Mutual Funds, Asset Allocation, 401k, Retirement Planning, Retirement, Equities, Fixed Income, Management, Wealth Management, Asset Management, Portfolio Management, Risk Management, Employee Benefits
Education
Morgan State University 1986 — 1991
BS, Business Administration
Morgan State University
Bachelor of Science (B.S.), Business Administration
Greystar September 2015 - Present
HireONE Staffing June 2014 - September 2015
Towson University April 2013 - August 2014
Towson University January 2014 - May 2014
Towson University August 2011 - May 2014
The Greene Turtle January 2011 - May 2014
ICMA-RC May 2013 - August 2013
Sheppard Pratt September 2012 - April 2013
Skills
Cultural Competency, Creative Writing, Industrial Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, LGBT community, Strongly self-motivated, Open Minded, Interpersonal..., Innovation, Learning Quickly, GoogleDocs, Extrovert, Research, Editing, Google Docs
Education
Towson University 2011 — 2014
Bachelor's degree, Psychology
Montgomery College 2010 — 2011
The Guardian Life Insurance Company of America December 2012 - Present
Air Line Pilots Association August 2011 - Present
OptumHealth Financial Services 2007 - November 2010
OptumHealth Financial Services - a division of UnitedHealth Group 2007 - November 2010
ING FINANCIAL ADVISERS, LLC January 1999 - January 2006
ING Financial Services January 1999 - January 2004
Great-West Life January 1997 - January 1999
ICMA-RC January 1993 - January 1997
Aetna Life & Casualty January 1987 - January 1993
Skills
Investments, Pensions, Retirement, Defined Benefit, 401k, Government, Strategic Planning, Problem Solving, Public Speaking, Employee Benefits, Excel, Team Building, Budgeting, Negotiation, Insurance, Management, Program Management, CRM, Business Development, Strategy, Leadership, Product Management, Budgets, Sales Management, Financial Services, Marketing, Mergers & Acquisitions
Education
University of Connecticut 1987 — 1987
M.B.A, Business
Southern Connecticut State University 1982 — 1983
B.S, Parks, Recreation and Leisure Studies
Mitchell 1974 — 1980
Associate's degree, Recreation and Leisure Studies
ICMA-RC November 2012 - Present
PNC July 2010 - November 2012
JPMorgan Chase December 2009 - August 2010
National City Bank September 2004 - December 2009
Skills
Sales, Loans, Finance, Banking, Investments, Teamwork, Customer Service, Customer Satisfaction, Financial Services
Education
Purdue University 2003 — 2004
BS, Nuclear Engineering
Howard University August 2015 - Present
Penn State University-York Campus August 2014 - August 2015
University of Maryland University College November 2011 - July 2014
Johns Hopkins University; Carey Business School December 2011 - December 2013
Old Dominion University August 2007 - May 2010
National 4-H Council June 1992 - August 2006
F.S. Taylor and Associates January 1989 - June 1992
ICMA-RC September 1986 - January 1989
COOPERS & LYBRAND (now PricewaterhouseCoopers) August 1984 - September 1986
Skills
Economics, Finance, Grants, Non-profits, Research, Higher Education, Community Outreach, Public Speaking, Teaching, Leadership Development, University Teaching, Volunteer Management, Strategic Planning, Program Development, Statistics, Nonprofits
Education
Old Dominion University - College of Business and Public Administration 2007 — 2013
Doctor of Philosophy (PhD), Finance, with an international emphasis
Old Dominion University - College of Business and Public Administration 2007 — 2012
Master of Arts (M.A.), Economics
The Johns Hopkins University - Carey Business School 2000 — 2005
Master of Science, Finance
Howard University 1980 — 1984
Bachelor, Accounting (magna cum laude)
Levin Group November 2011 - Present
Christenson Enterprises, Inc. 2007 - November 2011
Dormia, Inc. 2006 - 2008
ICMA-RC 2001 - 2006
Jos. A. Bank Clothiers 1985 - 2000
Skills
Marketing Communications, Marketing Strategy, Advertising, Marketing, Budgets, Direct Mail, Public Relations, Corporate Branding, SEO, Sales, Strategy, Media Planning, Selling, Social Media Marketing, Leadership, Management
Education
Loyola University Maryland
MBA, Marketing Concentration
FSC First September 2014 - Present
ICMA-RC 2011 - 2013
SunTrust Bank 1992 - 2010
Perpetual Savings Bank 1986 - 1992
Comerica Bank 1981 - 1986
Landmark Communications 1979 - 1980
Skills
Banking, Leadership, Financial Services, Retail Banking, Financial Analysis, Commercial Banking, Risk Management, Mortgage Lending, Coaching, Investments, Finance, Financial Risk, Change Management, Process Improvement, Business Development, Project Management, Strategic Financial..., Team Building, Qualified Retirement..., Call Centers, Budgets, Customer Service, Workforce Management, Business Analysis, Business Continuity, Life & Health Insurance..., Cross-functional Team..., Management Consulting, Diversity & Inclusion, Operational Compliance, Community Development, Financial Education, Public Speaking, Retail Marketing, Senior Executive..., Relationship Management, Investor Relations, SBA 504, Small Business Lending, Understanding Business..., Retirement Plan &..., Technology Support and..., NICE Call Monitoring &..., Genesys Reporting, Series 6, 63, and 26, Performance Management..., Territory Management, Sales Force Development, Credit Policy-Consumer..., Influence & Motivation
Education
CBA Graduate School Of Retail Bank Management 2006 — 2008
Graduate With Honors
Old Dominion University 1977 — 1980
BS, Business Administration/Marketinbg
Axway June 2015 - Present
CrossView Inc. January 2013 - June 2015
ICMA-RC April 2012 - December 2012
Transaction Network Services November 2011 - April 2012
CNA Insurance July 2011 - November 2011
Skills
Java, Ant, JSP, Java Enterprise Edition, SQL, Tomcat, XML, Servlets, Hybris, JDBC, Oracle, Spring, Agile Methodologies, Struts, HTML, Unix, Websphere, JavaScript, Spring Framework, J2EE Application..., E-commerce, jQuery, Test Driven Development, JUnit
Education
Northwest Missouri State University 2009 — 2011
Master's degree, Computer Science
Osmania University 2005 — 2009
Bachelor of Engineering (B.E.), Computer Science
BB&T May 2015 - Present
ICMA-RC July 2012 - May 2015
Fisher Investments June 2011 - June 2012
Wells Fargo Advisors December 2005 - May 2011
JPMorgan Chase July 2002 - December 2005
Skills
Wealth Management, Investment Management, Investment Advisory, Alternative Investments, Institutional..., Investment Strategies, Securities Licensed..., Educational Fundraising, Non-profit Leadership, Organizational...
Education
St. Mary's University
Bachelor of Business Administration, Management
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company January 2015 - Present
ICMA-RC 2006 - 2014
Morgan Stanley 2004 - 2005
American Express Financial Advisors 2003 - 2004
Skills
Investments, Life insurance..., Retirement Planning, Income Protection, Financial Services, Asset Protection, Business Planning, Retirement Income..., Education funding..., Employee Benefits
Education
Salisbury University 2000 — 2003
Bachelor of Arts (B.A.), Communication, General
Salisbury University 1998 — 2003
Bachelor of Arts (B.A.)
ICMA-RC July 2014 - Present
Credo Capital Management, LLC April 2004 - June 2014
Brown Capital Management October 1997 - October 2001
Alex Brown & Sons January 1992 - October 1997
UBS January 1990 - January 1992
Skills
Equities, Securities Regulation, Investment Advisory, New Business Development, Compliance
Education
FINRA Institute at Wharton 2008 — 2010
Certified Regulatory and Compliance Professional (CRCP), Compliance
Notre Dame of Maryland University 1976 — 1980
BA, Psychology
Academy of Saint Aloysius 1964 — 1976
ICMA-RC September 2014 - Present
Freddie Mac June 2013 - August 2014
ActioNet, Inc. March 2012 - June 2013
Accenture December 2011 - March 2012
Ascendant Technology LLC August 2011 - December 2011
NIIT Technologies February 2007 - February 2011
SVAM International December 2005 - January 2007
Skills
Java Enterprise Edition, Java, Software Project..., SDLC, XML, Hadoop, Web Applications, Hibernate, Web Services, SOA, Spring, Team Management, Cloud Computing, Struts, Websphere, Spring Framework, JBoss Seam, RichFaces, Oracle, PL/SQL, JavaScript, JBoss EAP, Jasper Reports, Big Data, Unix, Agile Methodologies, Information Security, Security, Web Application Security, Penetration Testing, Cloud Security, Secure SDLC, Threat & Vulnerability..., Vulnerability Assessment
Education
Indian Institute of Management, Calcutta 2009 — 2010
CPMSD, IT Management
InQuestra 2009 — 2009
CBAP, Business Analysis
Uttar Pradesh Technical University 2001 — 2005
B.Tech, Information Technology
ICMA-RC March 2015 - Present
Intuit, Inc. September 2011 - September 2014
The Written Mirror, Inc January 2009 - June 2014
Miami Dade College August 2009 - August 2011
Wachovia Bank February 2007 - July 2009
JPMorgan Chase June 2005 - February 2007
Marshall Fields August 2002 - August 2004
Sports International Challenge - European Tour July 1998 - July 1998
Loyola Academy July 1997 - June 1998
Skills
Customer Service, Microsoft Office, Leadership, Copy Editing, Loans
Education
Syracuse University 2004 — 2005
Graduate studies, Liberal Arts
Syracuse University 1998 — 2002
BA, Religion
University of Cambridge
ICMA-RC July 2015 - Present
Kaiser Permanente March 2015 - July 2015
The Myers Group November 2013 - October 2014
E*TRADE Financial September 2009 - April 2013
Access Worldwide Inc August 2009 - September 2009
Access Worldwide Inc February 2008 - August 2009
Advanced Contact Solutions, Inc. September 2006 - January 2008
Advanced Contact Solutions, Inc. September 2006 - January 2008
Skills
Workforce Management, Process Improvement, Performance Management, Training, Management, Call Center, Forecasting, Call Centers, Operations Management, Contact Centers, Customer Satisfaction, Business Analysis, Business Process..., Process Scheduler, Analysis, Customer Service, Telecommunications, Outsourcing, Service Delivery, Customer Experience, Coaching, Vendor Management, Team Management, BPO, Program Management, Quality Assurance, Workforce Planning, Call Center Development, Avaya, CRM, IEX, Customer Retention, Team Leadership, Technical Support, Sla, Capacity Planning, Leadership, Contact Center..., Troubleshooting, Data Analysis, Software Documentation, Recruiting, Change Management, Microsoft Excel
Education
Polytechnic University of the Philippines
ICMA-RC September 2014 - Present
OBXtek September 2014 - Present
Indus April 2008 - April 2014
Indus Corporation 2008 - April 2014
Access Systems Inc. January 2006 - May 2008
Robert Half International 2004 - 2006
Skills
Internet Recruiting, Benefits Negotiation, Technical Recruiting, Talent Acquisition, Screening Resumes, Staffing Services, Applicant Tracking..., Contract Recruitment, College Recruiting, SDLC, Screening, Leadership, Networking, Information Technology, SharePoint, Vendor Management, Recruiting, Temporary Placement, Human Resources, Consulting, Personnel Management, Staff Augmentation, IT Recruitment, PeopleSoft, Employee Relations, Talent Management, HRIS, Onboarding, Executive Search, Permanent Placement, Interviews
Education
Stillman College
Société Générale October 2014 - Present
Prudential Financial January 2014 - June 2014
Envision EMI May 2013 - August 2013
U.S. House of Representatives February 2013 - May 2013
Howard University August 2011 - May 2012
Howard University Student Association General Assembly March 2010 - August 2011
Alexandria Redevelopment Housing Authority June 2011 - July 2011
ICMA-RC May 2011 - June 2011
Procter & Gamble January 2010 - May 2010
The SEED School of Washington DC November 2009 - May 2010
Skills
Leadership, Event Planning, Social Media, Fundraising, Project Management, Nonprofits, Microsoft Office, Research, Public Speaking, Strategic Planning, Market Research, Analysis, Grant Writing, Customer Service, Community Outreach, Recruiting, Business Analysis, Strategic Financial..., Data Analysis, Social Media Marketing, PowerPoint, Microsoft Excel
Education
Howard University 2008 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Willingboro Township High School 2004 — 2008
Diploma
ICMA-RC June 2014 - Present
ICMA-RC June 2008 - June 2014
New Covenant Metropolitan Community Church August 1999 - November 2009
ICMA-RC June 2005 - May 2008
ICMA-RC June 2003 - May 2005
ICMA-RC July 1999 - May 2003
Safeco Mutual Funds July 1998 - June 1999
Safeco Mutual Funds June 1997 - June 1998
T. Rowe Price May 1997 - July 1997
T. Rowe Price June 1996 - May 1997
Skills
Project Management, Technical Support, Business Requirements, Statistical Reporting, Business Process..., Business Analysis, Analytic Problem Solving, Financial Services, VoIP, Business Impact Analysis, Disaster Recovery, Relationship Management, Customer Service, CTI, Pension Administration, Qualified Retirement..., IRAs, Retiree Health Savings, Investments, Benefit Plan..., Church Administration, Financial Management..., General Securities..., Troubleshooting, Requirements Analysis, User Acceptance Testing, Requirements Gathering, 401k, Process Improvement, Series 63, Securities, Leadership, Planning Budgeting &..., Critical Thinking, Strategic Planning, Technical Writing, Technical Analysis, Change Management, Customer Satisfaction, Customer Insight, Customer Oriented, Team Leadership, Management, Training, Visio
Education
Keller Graduate School of Management of DeVry University 2005 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Towson University 1991 — 1996
BS, Sociology
ICMA-RC September 2012 - December 2012
NPR December 2006 - April 2012
(US FDA), GMG Management Consulting, Inc., Rockville, MD October 2005 - October 2006
State Bond and Mortgage, LLC (SBM, LLC) October 2000 - October 2005
Gelman, Rosenberg & Freedman CPAs, Bethesda, MD August 1998 - September 2000
(Immigration and Naturalization Service), Arthur Andersen LLP September 1997 - September 1998
Lockheed Martin Corporation May 1997 - September 1997
McCann Erickson February 1992 - March 1997
McCann Erickson April 1990 - February 1992
Skills
Accounts Payable, Accounts Receivable, Purchase Orders, Fixed Assets, Customer Service, Bank Reconciliation, Audit Travel and Expense, Team Leadership, Epicor Software, General Ledger Coding, 1099 Preparation, Bookkeeping, International and..., Vendor Management, Microsoft Office, Solomon Software, Financial Reporting, Accounting, Payroll, Financial Analysis, Microsoft Dynamics SL, General Ledger, QuickBooks, Nonprofits
Education
The Catholic University of America 2012 — 2016
Business Management
Hofstra University 1987 — 1988
24 credits, Accounting
TIAA-CREF May 2013 - Present
ICMA-RC August 2008 - May 2013
Great-West Retirement Services September 1996 - August 2008
Skills
Financial Services, Pensions, Investments, CRM, Business Planning, Asset Managment, 401k
Education
Indiana University of Pennsylvania 1989 — 1994
BA
ICMA-RC April 2014 - Present
ICMA-RC May 2013 - April 2014
ICMA-RC November 2012 - May 2013
T. Rowe Price March 2011 - November 2012
T. Rowe Price March 2009 - March 2011
Education
Hampton University 1999 — 2000
Pre-Pharmacy Studies
Baltimore Polytechnic Institute 1995 — 1999
TRAK Companies January 2015 - Present
Stoneleigh Golf & Country Club September 2014 - Present
ICMA-RC May 2012 - August 2012
Skills
Microsoft Office, Office for Mac, Management, Customer Satisfaction, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Time Management, Teamwork, Leadership, Facebook, Social Networking, Team Leadership, Event Planning, Data Analysis, Strategic Planning
Education
James Madison University 2010 — 2014
Bachelors, Business Management, Senior
Richard Montgomery High School 2007 — 2010
Diploma
First Allied Securities, Inc. June 2015 - Present
Spire Investment Partners, LLC October 2012 - February 2015
ICMA-RC December 2011 - September 2012
Ferris Baker Watts Inc December 2007 - April 2009
Skills
Proficient in Microsoft..., Financial Services, Equities, Portfolio Management, Asset Management, Mutual Funds, Investments, Financial Analysis, Finance, Banking, Financial Operations, Management
Education
Syracuse University 1980 — 1984
Business Administration, Management and Operations
ICMA-RC January 2015 - Present
ICMA-RC September 2014 - Present
ICMA-RC October 2011 - Present
Xerox September 2010 - September 2011
USPS OIG November 2008 - September 2010
Affiliated Computer Services February 2005 - November 2008
EDS February 2000 - May 2005
Noblestar 1999 - 1999
Skills
Information Security..., Converged Networks, IT Operations, Business Development, Data Center, Disaster Recovery, Security, Budget Management, Business Continuity, Help Desk Support, Voice & Data Convergence, Business Analysis, IT Management, Vendor Management, SDLC, Income Statement, Project Management, CRM, Information Technology, Budgets, PMP, Cloud Computing, ITIL, Program Management, Business Process, Leadership, Operations Management, IT Strategy, Visio, Enterprise Architecture, Management, Cisco Technologies, Information Security, Network Security, Strategic Planning, Software Development, Outsourcing, Integration, Governance, Risk Management, Business Intelligence, System Administration, SharePoint, Infrastructure, Business Process..., CISSP, Network Administration, Service Delivery, P&L Forecasting, Service Level Agreements
Education
North Carolina Central University 1989 — 1994
BBA, Computer Information Systems
Public Retirement Planners June 2013 - Present
ICMA-RC April 2005 - June 2013
Nationwide Retirement Solutions January 2001 - January 2005
Skills
Financial Planning and..., Retirement Planning, Estate Planning, Retirement, Investments, Financial Planners, Employee Benefits, Investment Management, Financial Services, Finance, Small Business, Deferred Compensation, Financial Goals, Mutual Funds, Series 7, Strategic Financial..., 401k, Asset Allocation, Risk Management, Wealth Management, Series 63, Financial Advisory, Investment Strategies, Investment Advisory, Asset Management, Insurance, Life Insurance, Securities, Government
Education
Southern Illinois University, Carbondale 1996 — 1999
Bachelor of Science (B.S.), Aviation/Airway Management and Operations
Southern Illinois University, Carbondale
World Cocoa Foundation September 2014 - Present
ACDI/VOCA July 2014 - August 2014
ICMA-RC February 2014 - June 2014
Make-A-Wish America June 2013 - January 2014
ACDI/VOCA January 2013 - June 2013
CNFA October 2011 - December 2012
Accountemps August 2009 - September 2010
AOL March 2008 - July 2009
Accountemps October 2006 - March 2008
Skills
Finance, Project Management, Applicant Tracking..., Access, Analysis, Human Resources, Team Building, Onboarding, Process Improvement, Performance Management, Management, Managerial Finance, Internal Audit, Risk Management, Sarbanes-Oxley Act, QuickBooks, Microsoft Office, Sourcing, Leadership, Retail, Accounting, Microsoft Excel, Budgets, Training
Education
Argosy University, Washington DC 2010 — 2013
DBA, Finance
Morgan State University 2005 — 2006
MBA, Finance
Université de Lomé 1992 — 1996
Master, Accounting
ICMA-RC June 2007 - Present
Santa Clara County Federal Credit Union August 2005 - June 2007
CEFCU April 2002 - August 2005
Skills
Building Relationships, Retirement Planning, Customer Service, Sales, Client Development, Investments, Qualified Retirement..., Retirement, Relationship Management, Employee Benefits, Series 7, Series 65, Contract Negotiation, Series 63, Defined Contribution, Business Development, Team Building, Strategic Planning, Series 6, Negotiation, Training, Marketing, Certified Financial..., Sales Operations, Leadership, Coaching, Management, Account Management, 401k, IRAs, Retirement Plan..., Analysis
Education
San Jose State University 2003 — 2005
Bachelor of Arts (B.A.), Business/Corporate Communications
West Valley College 1998 — 2003
Associate of Arts (AA), General Studies
University of Maryland University College September 2014 - Present
Inovalon March 2014 - September 2014
Dynaxys May 2013 - August 2013
ICMA-RC October 2007 - August 2012
ICMA Retirement Corporation November 2004 - October 2007
ICMA-RC January 2003 - November 2004
ICMA-RC November 2001 - January 2003
ICMA-RC August 2000 - October 2001
Allfirst Financial Center January 1998 - February 2000
Apple Discount Drugstore August 1996 - September 1997
Skills
Analysis, Mutual Funds, Program Management, Business Requirements, Investments, Project Management, Software Documentation, Softtware Testing, Mobile Applications..., Requirements Analysis, Requirements Gathering, Regression Testing, Business Process, CRM, Testing, Management, User Acceptance Testing, Business Analysis, Visio, SDLC, Databases, SharePoint, Business Process..., Software Development, Process Improvement, Project Portfolio..., Financial Services, Retirement, Retirement Planning, Information Technology, Agile Methodologies, Finance, System Administration, IT Strategy, Securities, 401k
Education
University of Maryland University College 2005 — 2007
MBA, Master of Business Administration
University of Maryland University College 2002 — 2005
Master of Science, Management Information Systems
Salisbury University - Perdue School of Business 1996 — 2000
Business Administration, Finance
ICMA-RC July 2007 - Present
ICMA-RC July 2007 - Present
ADP-TotalSource August 2003 - July 2007
Enterprise Rent-A-Car June 1995 - May 2003
Skills
Business Development, Investments, Management, Sales, Sales Management, Portfolio Management, Leadership, Business Planning, Strategic Planning, Business Strategy, Asset Management, Analysis
Education
Miami University 1990 — 1994
Bachelor of Arts (BA), Public Administration
EY February 2015 - Present
Navigant July 2012 - February 2015
ICMA-RC August 2009 - July 2012
ICMA-RC September 2008 - August 2009
Skills
Investments, Financial Analysis, Analysis, Finance, Valuation, Banking, Portfolio Management, Due Diligence, Accounting
Education
Howard University 2003 — 2007
B.B.A, Finance
ICMA-RC May 2015 - Present
Caton Radio Inc December 2014 - April 2015
Skills
Microsoft Office, Matlab, Microsoft Excel, Customer Service, Microsoft Word, Event Planning, PhotoShop
Education
University of Maryland College Park 2011 — 2014
Bachelor's Degree, Mathematics, 3.2
Northern Virginia Community College 2005 — 2010
Associate's Degree, Computer Science, 3.9
Richard C VandenBrul Inc November 2009 - Present
Richard C. VandenBrul April 2009 - Present
Financial Industry Regulatory Authority July 2002 - Present
Foresters Equity Services, Inc. October 2010 - June 2012
UBS December 2006 - April 2009
CUNA Mutual Group December 1996 - December 2006
401(k) Advisors January 1992 - December 2002
EFI Actuaries September 1995 - September 1996
ICMA-RC December 1992 - September 1995
Harbor Capital Advisors January 1990 - December 1992
Skills
Sales Management, Innovation, Product Development, 401k, Retirement, Annuities, Insurance, Pensions, Equities, Defined Benefit, Asset Allocation, Retirement Planning, Investments, Wealth Management, Employee Benefits, Mutual Funds, Investment Advisory, Financial Planning, Asset Management, Estate Planning, Securities, Portfolio Management, Funding, Series 7, Due Diligence, Risk Management, Compliance, Fixed Income, Series 63, Loans, Credit, Banking, Executive Management, Bonds, Long Term Care, ERISA, Deferred Compensation, Annuity, Alternative Investments, Financial Advisory, IRA's, Investment Strategies, Term Life Insurance, Retirement Income..., Rainmaker, Credit Unions, Fixed Annuities, Long-term Care, Finance, Business Planning
Education
Golden Gate University, School of Law 1969 — 1971
J.D., Law
Saint John's University School of Law 1967 — 1968
Law
Miami University 1964 — 1967
B.A., History/Economics
ICMA-RC April 2006 - Present
Education
Harvard Business School
Southern Methodist University
ICMA-RC September 2007 - Present
Freddie Mac August 2003 - August 2007
Capital One Financial Services, American Red Cross January 2002 - July 2003
PriceWaterhouseCoopers August 2000 - December 2001
Discover Financial Services May 1999 - August 2000
Mansystems May 1998 - August 1998
Skills
SDLC, Business Analysis, Program Management, IT Strategy, Business Process..., Enterprise Architecture, Vendor Management, Business Intelligence, Risk Management, Business Process..., Project Management, PMP, Leadership, ITIL, Cloud Computing, Product Management, Strategy, Business Process
Education
University of Notre Dame - Mendoza College of Business 1997 — 1999
MBA, Business Administration and Management, General
Indian Institute of Technology, Roorkee 1991 — 1995
BE, Chemical Engineering
Ruparel College 1988 — 1990
St. Stanislaus High School 1982 — 1988
Altisource April 2015 - Present
Relaince Trust Company July 2012 - September 2013
SOUTHERN TRADING/CERTUS SECURITIES January 2012 - June 2012
STABLE RIVER CAPITAL MANAGEMENT April 2008 - May 2011
Atlanta Capital Management May 2006 - June 2007
AMVESCAP, INC / PRINCETON RETIREMENT GROUP May 2003 - May 2006
ICMA-RC December 2000 - December 2002
Calvert Group June 2000 - August 2000
Skills
Mutual Funds, Access, Asset Allocation, Equities, Asset Management, Financial Services, Fixed Income, Financial Analysis, Finance, Investment Strategies, Investments, Leadership, Research, Securities, Strategic Financial...
Education
Howard University
BACHELOR OF SCIENCE, PSYCHOLOGY
Voya Financial April 2015 - Present
ICMA-RC September 2014 - March 2015
SunGard June 2008 - June 2014
Skills
PMP, SDLC, Integration, Leadership, Business Analysis, Project Management, Management, Software Documentation, Requirements Analysis, CRM, Requirements Gathering, Business Requirements, Software Project..., Vendor Management, IT Strategy, Business Process..., Financial Services, Business Process
Education
Northeastern University
AS, MIS
Wanek Corporation January 2000 - Present
PBGC May 2002 - April 2010
ICMA-RC March 1990 - June 1999
Skills
Accounting, Analysis, Bookkeeping, Payroll, Pension Administration, Tax Preparation, Account Reconciliation, Financial Reporting, Research, Access, Auditing, Financial Analysis, Microsoft Excel, Nonprofits, Leadership, Budgets, Strategic Planning, Management, Program Management, Customer Service, Management Consulting, Business Process..., Due Diligence, Public Speaking, Microsoft Office
Education
Norfolk State University 1980 — 1983
ICMA-RC August 2008 - Present
NCQA June 2004 - August 2008
American Nurses Association 2002 - 2004
Skills
SharePoint, Project Management, Healthcare Information..., Visio, SDLC, Software Project..., Requirements Gathering, Business Analysis, Project Planning, Data Analysis
Education
Salisbury University - Perdue School of Business 1996 — 2000
Bachelors of Science, Management Information Systems, General
ICMA-RC January 2002 - Present
Education
North Carolina Agricultural and Technical State University 1980 — 1984
ICMA-RC October 1997 - Present
Pacific Capitol January 1995 - October 1997
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1989
BA, Economics
Amazon October 2013 - March 2014
Seeking New Opportunties November 2003 - June 2012
ICMA-RC January 2003 - January 2012
ADP, INC January 2002 - January 2003
The Vanguard Group May 2000 - September 2001
AMERICAN EXPRESS TRUST May 1996 - May 2000
Skills
New Business Development, Customer Retention, Relational Databases, Defined Contribution, Deferred Compensation, Retirement Plan..., 401k, Defined Benefit, Fixed Annuities, Asset Managment, Due Diligence, Asset Management, Retirement, Financial Services, ERISA, Mutual Funds, Investments, Retirement Planning, Series 63, Asset Allocation, Qualified Retirement..., IRAs, Series 6, Investment Advisory, Pensions, Securities, Management
Education
UIT. 2013 — 2014
Certifications, MS software
University of Washington Tacoma 2013 — 2014
Certification, MCITP Database Administrator (MS) Server 2012, in process
Harvard University 1986 — 1991
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
FINRA
Series 6
FINRA
Series 65
FINRA
Series 63
Washington State
Life & Health Insurance
Towers Watson July 2012 - Present
Towers Watson 2007 - August 2012
ICMA-RC 2005 - 2007
Sallie Mae 2003 - 2005
Towers Perrin 1997 - 2003
Education
James Madison University
BBA, Accounting
University of Maryland - Robert H. Smith School of Business
MBA, Management & Organization
ICMA-RC October 1985 - Present
Education
Old Dominion University 1981 — 1985
Experis April 2015 - Present
Guggenheim Partners April 2013 - March 2015
Edward a Hlavach, CPA January 1990 - June 2013
Newbold Advisors February 2012 - March 2013
Freddie Mac April 2009 - February 2012
ICMA-RC 2008 - 2008
DOW JONES & COMPANY, INC 2004 - 2008
Jackson Township, NJ January 1999 - December 2006
TD Waterhouse Investor Services October 1999 - September 2004
depository trust company 1989 - 1999
Skills
Leadership, Process Improvement, Risk Management, Accounting, Management Consulting, Banking, Financial Services, Portfolio Management, Executive Management, Internal Audit, Finance, Enterprise Risk..., Mergers & Acquisitions, Business Process..., Due Diligence, Quality Assurance, Auditing, Financial Modeling, Financial Risk, Business Analysis, Financial Analysis, Internal Controls
Education
Montclair State University 1983 — 1987
Money Matters with Ken Moraif September 2014 - Present
Galloway Asset Management August 2012 - June 2014
ICMA-RC March 2007 - August 2012
Financial Profiles, Inc. June 2005 - December 2006
AIG Advisor Group May 2002 - April 2005
Prudential Financial February 2001 - February 2002
TD Waterhouse Securities June 1999 - February 2001
The Householder Group March 1997 - October 1998
Skills
Retirement Planning, Wealth Management, Series 24, Series 7, Uniform Combined State..., Investor Education, Certified Financial..., Key Account Management, Curriculum Development, Institutional Sales, Personal Financial..., Sales Presentations, Coaching, Leadership, Series 66, Investment Education, Management, Financial Advisory, Financial Services, Asset Management, Series 63, Asset Allocation, Insurance, Wealth, FINRA, IRAs, Financial Planning
Education
State University of New York College at Geneseo 1992 — 1996
Bachelor of Arts, Communication, Finance
ICMA-RC August 2013 - Present
Clearpath Solutions Group October 2011 - February 2012
Telecore June 2011 - October 2011
AOL, Inc January 2002 - January 2010
AOL March 1997 - January 2010
AOL Inc. January 1997 - January 2002
Software AG of Americas January 1989 - January 1997
Software AG 1990 - 1997
Skills
Project Planning, Leadership, Training, Project Management, Information Technology, Agile Methodologies, Disaster Recovery, Troubleshooting
Education
Control Data Institute 1984 — 1986
Control Data Institute
Information Technology
Northern Virginia Community College
ICMA-RC AnalystAccenture2001 - 2003
Education
Spelman College 1997 — 2001
Booz Allen Hamilton April 2014 - Present
Lockheed Martin July 2010 - April 2014
Primatics Financial December 2008 - August 2010
ICMA-RC December 2007 - November 2008
Fannie Mae October 2004 - December 2007
Allstate April 2004 - October 2004
BCBSSC February 2003 - March 2004
Farmers Insurance May 2002 - January 2003
Compuware June 2001 - April 2002
MoneyGram International September 1999 - May 2001
Skills
Software Project..., SDLC, PMP, Java Enterprise Edition, Java, Requirements Analysis, Software Development, Integration, Web Development, Agile Methodologies, Enterprise Architecture, SOA, Agile Project Management, Leadership, Cloud Computing, Oracle, SQL, JBoss Application Server, Unix, Testing, Spring Framework, XML, Web Services, Business Analysis, Requirements Gathering, ETL, Eclipse, PL/SQL, Databases, JUnit, Subversion, Maven, SOAP, SoapUI, Agile Application..., Microsoft SQL Server, Mockito, JAX-WS, JSON
Education
Hadoop Java Certification 2015 — 2022
Certified Hadoop Java developer - HortonWorks
PMP Certification 2009 — 2019
PMP
Osmania University 1994 — 1996
MISCA
Osmania University 1991 — 1994
HRD Degree College
Oracle Certified Java Associate
Oracle Certified Java Associate
ICMA-RC November 2002 - Present
Cushman & Wakefield July 2000 - November 2002
AFL-CIO Housing Investment Trust August 1992 - July 2000
State Street Bank July 1986 - January 1989
Skills
Business Development, Marketing, Strategic Planning, Mutual Funds, Investments, Financial Services, Asset Management, Strategy, Portfolio Management, Leadership, Public Speaking, Strategic Communications, Public Relations, Securities, Retirement Planning, Fundraising, Nonprofits, Program Management, Marketing Communications, Marketing Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1984 — 1986
mba
Ohio Wesleyan University 1976 — 1980
ba, Journalism and Government
Georgetown Prep School
elementary
ICMA-RC September 2015 - Present
Calvert Investments January 2013 - July 2015
Calvert Investments September 2011 - January 2013
Calvert Investments January 2008 - September 2011
AXA Advisors 2006 - 2007
Smith Barney 2004 - 2006
Skills
Series 63, Strategic Financial..., Asset Managment, Investment Advisory, Wealth Management, Estate Planning, 401k, Financial Analysis, FINRA, Financial Services, Public Speaking, Series 7, Series 65, Asset Allocation, Mutual Funds, Fixed Income Strategies, Water Resources, Strategy, Asset Management, Portfolio Management, Bloomberg, Small Business, Series 6, Uniform Combined State..., Training, Strategic Planning, Alternative Investments, Finance, Management, Sales, Economics, Competitive Analysis, Securities, Analysis, Budgets, Bonds, Market Research, Market Analysis, Sustainability, New Business Development, Separately Managed..., Investment Management, Financial Planning
Education
The Johns Hopkins University 2009 — 2011
Masters, Applied Economics
John Cabot University 2001 — 2003
Bachelors, Business Administration
Michigan State University 1999 — 2001
Business - Supply Chain Management
MonaRochelle Insurance Services/Univers Workplace Solutions August 2012 - Present
RoomConX, Inc. February 2007 - November 2011
Pacific Life January 2006 - January 2007
TLC Marketing Services June 1997 - May 2003
ICMA-RC 1995 - January 2000
Skills
Insurance, Retirement Planning, Health Insurance, Investments, Life Insurance, Mutual Funds, Fixed Annuities, Financial Services, IRAs, Retirement, Strategic Financial..., Wealth Management, Medicare..., Series 7, Series 6, Series 63, Employee Benefits
Education
Park University
B.S., Business and Finance
ICMA-RC February 2013 - Present
Booz Allen Hamilton July 2009 - February 2012
APS Healthcare January 2005 - March 2009
The Holman Group February 1998 - January 2004
Value Behavioral Health 1988 - 1994
Skills
APA, Strategic Planning, Medicare, Leadership, Health Insurance, Project Management, Leadership Development, Training, Social Media, Business Development, Event Management, Management, Outlook, Sales, Recruiting, Customer Satisfaction, Administrative..., Event Planning, Salesforce.com, New Business Development, Time Management, Editing, Human Resources, Executive Management
Education
Southeastern University 1987 — 1988
Shelby State Community College 1980 — 1981
DMI (Digital Management, Inc.) August 2014 - Present
DMI (Digital Management, Inc.) July 2013 - August 2014
DMI (Digital Management, Inc.) April 2012 - June 2013
DMI (Digital Management, Inc.) April 2011 - April 2012
DMI (Digital Management, Inc.) April 2010 - April 2011
Digital Management, Inc. August 2008 - April 2010
ICMA-RC June 2007 - August 2007
Office of Congressman Jim Moran June 2006 - July 2006
Skills
Enterprise Architecture, ITIL, Project Management, Management, Servers, SDLC, SharePoint, IT Strategy, Requirements Analysis, PMP, Information Security, Program Management, Visio, Business Analysis, PMO, Integration
Education
James Madison University 2004 — 2008
BS, Integrated Science and Technology
Capital One September 2015 - Present
AARP March 2014 - September 2015
Aquilent January 2013 - March 2014
Sodexo April 2009 - January 2013
WM Writing for Business September 1999 - April 2009
WM Writing for Business January 1994 - April 2009
Professional Risk Management Services, Inc June 1993 - December 1993
ICMA-RC July 1988 - June 1993
Valiant IMC October 1986 - May 1988
RJ Martin Corporation August 1985 - June 1986
Skills
Change Management, Corporate Communications, Instructor-led Training, Internal Communications, Leadership Development, E-learning, Communication Training, Writing, Professional..., Information Technology..., Editing, Public Speaking, Teaching, Video Production, PowerPoint, E-Learning
Education
The Johns Hopkins University - Carey Business School 1994 — 1999
MBA, Marketing
Ramapo College of New Jersey
School of Professional Studies; Bachelor of Arts, Business and Education; Marketing; Communications; Written Communications
ICMA-RC August 2000 - Present
ICMA-RC April 2003 - September 2006
T Rowe Price June 1991 - August 1999
Skills
Change Management, Financial Services, SharePoint, Business Requirements, Management, Leadership, Requirements Gathering, Employee Benefits, MS Project, Mutual Funds, SDLC, Analysis, 401k, User Acceptance Testing, Retirement, Cross-functional Team..., Recruiting
Education
Northeastern University
Business Management/Political Science
University of Massachusetts, Amherst
ICMA Retirement Corporation March 2004 - Present
ICMA-RC 2004 - Present
Skills
Accounting, Microsoft Office, Mutual Funds
Education
Saint Augustine’s University 1980 — 1984
Bachelor of Business Administration (B.B.A.)aa, Accounting and Finance
ICMA-RC
Skills
Risk Management, Financial Services, Data Analysis, Process Improvement, Leadership, Business Process..., Call Center, Mutual Funds, Business Analysis, Project Management, Customer Service, Retirement, Strategic Planning, 401k, Microsoft Office
Education
Lincoln University (MO)
Bachelor's Degree, Business Administration and Management, General
ICMA-RC September 2010 - Present
AT&T April 2008 - October 2010
Freescale Semiconductor (formerly Intoto) April 2006 - March 2008
StillSecure Inc (visualsoft pvt ltd) April 2005 - March 2006
iPolicy Networks (Tech Mahindra) February 2004 - April 2005
e2-labs Information Security May 2002 - June 2004
Electronic Corporation of India Ltd(ECIL) May 2001 - May 2002
Skills
Information Security, Vulnerability Management, Security Architecture..., Enterprise Risk..., Managed Security..., Threat Management, Tripwire Enterprise, Intrusion Prevention..., Data Loss Prevention..., Computer and Network..., Vulnerability..., Risk Analysis & Risk..., Incident Response &..., Business..., Firewall, Web security gateway, Compliace, Oracle Security, Information Security..., Data Loss Prevention, Security Information..., Database Security, Access Control..., Business Continuity, Disaster Recovery, Vulnerability Assessment
Education
National Institute of Information Technology 1999 — 2003
GNIIT, Computer Science
Osmania University 1999 — 2002
MCA, Computer Science, Network Communications, Software engineering
Connections Education, LLC September 2014 - Present
ICMA-RC June 2013 - Present
Connections Education July 2009 - June 2013
Georgetown University July 2005 - July 2009
MIL October 2001 - June 2005
Kinko's June 1998 - July 2001
Skills
Disaster Recovery, Active Directory, Networking, Microsoft SQL Server, System Administration, SharePoint, Network Security, E-Learning, Servers, SQL, Windows, Lync Server 2010, VMware, Windows 7, Microsoft Exchange
Education
Strayer University
BS, Computer Science
Strayer University
Bachelor of Science, Computer Information Systems, Computer Information System
ICMA-RC May 2011 - January 2015
T Rowe Price 2006 - 2009
T. Rowe Price 2003 - 2006
Skills
Training, Asset Management, Community Outreach, Customer Service, Financial Services, Investments, Microsoft Excel, Mutual Funds, Non-profits, Nonprofits, Public Speaking, Process Improvement, Analysis, Strategic Planning, Leadership, Project Management, Microsoft Office, Management
Education
Morgan State University
Bachelor of Science, Accounting
Wells Fargo August 2013 - Present
ALM First Financial Advisors February 2013 - August 2013
Centaurus Energy October 2009 - July 2012
ICMA-RC November 2008 - October 2009
Columbia Management November 1999 - March 2008
Fidelity Investments 1995 - 1999
Skills
Asset Managment, Fixed Income, Portfolio Management, Investments, Bloomberg, Bonds, Trading, Mutual Funds, Hedge Funds, Asset Allocation, MBS, Securities, Credit, Structured Products, Commodity Markets, Commodity, Hedging, Finance, Interest Rate..., Asset Management, Money Market, ABS
Education
Southern Methodist University - Cox School of Business 1990 — 1994
BBA
Coronado HS
St. Clements
ICMA-RC January 2012 - Present
Augmentare Inc October 2008 - December 2011
Adaequare Info Pvt Ltd January 2006 - October 2008
Skills
Quality Assurance, Web Applications, SDLC, XML, JavaScript, Oracle, Java Enterprise Edition, Agile Methodologies, SQL, jQuery, Java, Requirements Analysis, Unix, MySQL, Databases, Software Development, Web Services, Spring, SOA, Hibernate, Weblogic, Tomcat, SOAP, Servlets, AJAX, Software Project..., Struts, Design Patterns, EJB, JSP
Education
Symbiosis institute of Management Studies 2002 — 2004
PGDIM, Insurance Management
NIIT, Hyd 1999 — 2001
GNIIT, Web Centric Computing
Experis/IBM June 2015 - Present
IBM February 2013 - May 2015
Pepco Holdings, Inc. November 2011 - June 2012
ICMA-RC January 2011 - June 2011
Enlightened Inc April 2010 - January 2011
Carlson Restaurants Worldwide July 2007 - April 2008
Telvista August 2005 - October 2006
Skills
HRIS, Talent Management, Temporary Placement, College Recruiting, Training, Interviews, Talent Acquisition, Applicant Tracking..., Human Resources, Recruiting, Technical Recruiting, Sourcing, Screening, Performance Management, Time Management, Internet Recruiting, Background Checks, New Hire Orientations, Workforce Planning, Onboarding, Deferred Compensation, Cold Calling, Management, Employee Relations, Employee Training, Contract Recruitment, Taleo, HR Policies, Employment Law, Vendor Management, Benefits Administration, Policy, Call Centers, Employee Benefits, Strategic Planning, Staff Augmentation, Temporary Staffing, Executive Search, Hiring, Outlook, Personnel Management, Recruitment Advertising, Project Management, Staffing Services, Consulting, Employee Engagement, Benefits Negotiation, PeopleSoft, Job Fairs, Succession Planning
Education
University of Maryland University College 2013 — 2015
Master's degree, Human Resources
London South Bank University 1996 — 2000
Bachelors of Science, Computing Studies
ICMA-RC August 2004 - Present
The Colony Group January 2003 - June 2004
Cadence Capital Management January 1998 - January 2003
Skills
Investments, Asset Management, Alternative Investments, Hedge Funds, Equities, Asset Allocation, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management
Education
Michigan State University - The Eli Broad College of Business 1982 — 1984
MBA, Finance
University of Washington 1975 — 1980
Communications, Journalism & Advertising
University of Washington, Michael G. Foster School of Business 1975 — 1979
ba, business
ICMA-RC August 2015 - Present
World Police & Fire Games July 2014 - July 2015
Independent Contractor January 2013 - July 2014
D.C. United November 1995 - November 2012
Soccer USA Partners 1991 - 1995
Sterling Design 1989 - 1991
Skills
Sports Marketing, Ticket Sales, Sports Management, Sports, Sponsorship Sales, Sponsorship, Soccer, Event Planning, Event Management, Business Operations, Management, Media Relations, Account Management, Executive Management, Archtics, Marketing, Public Relations, Football, Social Media, Integrated Marketing, Baseball, Strategic Planning, Fundraising, Sales, Advertising, Customer Service, Brand Management, Brand Development, Strategic Partnerships, Operations Management, Social Media Marketing, Sponsorship Activation, Strategy, Budgets, Relationship Marketing, Nonprofits, Sports Industry, Partnership Marketing, Leadership, Ticket Operations, Program Management, Archtics Ticketing...
Education
Syracuse University 1984 — 1987
BS, Advertsing
ICMA-RC Vice PresidentICMA - Retirement Corporation1990 - Present
Merrill Lynch September 1997 - May 2000
National City Bank September 1995 - September 1997
Century National Bank December 1983 - August 1990
Century National Bank 1983 - 1990
Skills
401k, Business Development, Business Requirements, Financial Services, Management, Mutual Funds, Pensions, Series 63, Series 7, Strategy
Education
The George Washington University - School of Business 1983 — 1988
MBA, Organization Behavior & Development
Indiana University of Pennsylvania 1975 — 1979
BS Education, Speech Pathology
Riverside High School
ICMA-RC June 2015 - Present
LPL Financial / Fortigent LLC October 2011 - June 2015
Fortigent, LLC June 2009 - September 2011
Fortigent, LLC May 2007 - May 2009
Paramount Services, Inc. January 2006 - May 2007
Fairfax Water January 2005 - January 2006
Skills
Bloomberg, Equities, Financial Modeling, Portfolio Management, Financial Analysis, Data Analysis, Alternative Investments, Operating Budgets, Estimates, Operational Planning, Operational Efficiency, Microsoft Office, Microsoft SQL Server, Operational Due..., Accounts Payable, Project Purchasing, Client Billing, Financial Forecasting, Planning Budgeting &..., Account Reconciliation, Data Conversion, Import/Export Operations, Billing Process, Accounts Receivable, JavaScript, Java, SQL, HTML, QuickBooks, Pagemaker, Adobe Acrobat, Visio, OrgPlus, Wordperfect, C++, Graphic Design, Mutual Funds, Budgets, Investment Management, Asset Allocation, Fixed Income, Securities, Financial Services, Investments, Asset Management, Investment Advisory, Finance, Strategic Financial..., Financial Accounting, Analysis
Education
Northern Virginia Community College 2015 — 2016
Courseworks for Accounting, CPA
University of Maryland University College 2008 — 2009
Accounting and Finance
Marymount University 2001 — 2004
Bachelor's degree, Graphic Design
Hudson River Properties, LLC. June 2009 - Present
Candidates on Demand Group November 2007 - June 2010
Registered with Candidates On Demand Group, Inc January 2007 - June 2009
Hartford Life January 2007 - 2009
Hartford Investment Management 2007 - 2009
MECA Financial Group, Inc April 2006 - April 2007
ICMA-RC April 2005 - April 2006
Independent Consultant May 2004 - April 2005
AMVESCAP Retirement, Inc. (Formerly dba INVESCO Retirement Inc January 1999 - January 2003
AMVESCAP 1999 - 2003
Skills
Process Improvement
Education
University of Phoenix 2009 — 2011
MBA/TM, Technology Management
Morehouse College 1976 — 1981
BS, Finance
Albemarle County Public Schools January 2015 - Present
ICMA-RC January 1989 - December 2014
Federal Home Loan Bank Office of Finance April 1986 - January 1989
AMTRAK April 1986 - April 1986
BOOZ ALLEN HAMILTON April 1983 - April 1985
United States Air Force February 1975 - May 1983
Skills
Nonprofits, Editing, Strategic Communications, Management, Budgets, Banking, Team Building, Accounting, Strategic Planning, Leadership, Program Management, Strategy, Disaster Recovery, Team Leadership, Vendor Management, Project Management
Education
The George Washington University - School of Business 1982 — 1989
MBA, Information Systems
Penn State University 1977 — 1979
BS, Computer Science
Saint Vincent College 1971 — 1976
BS, Accounting and Financial Administration
ICMA-RC November 2014 - Present
Financial Industry Regulatory Authority February 2006 - March 2014
Financial Industry Regulatory Authority July 1998 - February 2006
Skills
Securities Exchange Act..., Sarbanes-Oxley Act, Dodd-Frank, Securities Regulation, Statutory Compliances, Legal Compliance, Legal Research, Legal Writing, Process Improvement, Work Process Development, Instructor-led Training, Mentoring, Result Oriented, Self-starter, Competitive Intelligence, Analytical Skills, Customer Satisfaction, Microsoft Office, SharePoint, Lexis-Nexis, Courtlink, Securities, FINRA
Education
Marymount University 1992 — 1997
Bachelor's degree, Psychology with Minor in Education
ICMA-RC July 2009 - Present
ICMA-RC June 1982 - Present
ICMA-RC January 2001 - June 2009
ICMA-RC January 1998 - January 2001
ICMA-RC January 1996 - January 1998
ICMA-RC January 1995 - January 1996
ICMA-RC January 1993 - January 1995
ICMA-RC January 1990 - January 1993
ICMA-RC January 1989 - January 1990
ICMA-RC January 1988 - January 1989
Education
Syracuse University
M.A, Communications
William & Mary
B.A, English/History
Williamsville North 1968 — 1972
ICMA-RC April 2013 - January 2014
TIAA-CREF October 2005 - February 2013
Morgan Stanley July 2004 - July 2005
Merrill Lynch 1996 - 2005
REF Computer Corp. September 1996 - July 2004
Mellon HR Solutions 2003 - 2004
CitiStreet 2000 - 2001
American Managements Systems Inc. (AMS) March 1988 - November 1996
Equitable 1991 - 1996
Skills
COBOL, JCL, CICS, DB2, SDLC, Mainframe, Software Development, OmniPlus, Requirements Analysis, IMS DB/DC, Systems Analysis, Requirements Gathering, Oracle, Business Requirements, Data Warehousing, Software Project..., Financial Services, User Acceptance Testing, Business Analysis, Quality Center, OmniScript, VSAM, WebSphere MQ, Data Modeling, Enterprise Architecture, OmniPlan, TSO, Visio, SOA, SQL, IMS, Oracle SQL Developer
Education
New Jersey Institute of Technology 1998 — 2000
M.S., Computer Science
Millersville University of Pennsylvania 1983 — 1987
B.S., Computer Science
ICMA-RC March 2007 - Present
ICMA-RC March 2007 - Present
Morgan Stanley Smith Barney March 2006 - March 2007
VALIC June 1989 - November 2002
Skills
Relationship Management, Wealth Management, Financial Services, Investments, Portfolio Management, Strategic Financial..., Banking, New Business Development, Account Management, Insurance, Sales Management, Asset Managment, Series 7, Mutual Funds, Sales, Asset Management
Education
Georgia State University 1982 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Samford University 1980 — 1982
Music Performance, General
ICMA-RC 2008 - Present
Great-West Life and Annuity Insurance Company 2004 - 2008
Education
Slippery Rock University of Pennsylvania
Bachelors, Finance
ICMA-RC November 2012 - Present
Visa January 2004 - July 2010
Visa January 2001 - January 2004
Visa January 1998 - January 2001
Skills
Training, Call Centers, Project Management, Business Analysis, Customer Service, Microsoft Office, Payments, Risk Management, Analysis
Education
Morgan State University
BS, Information Systems
Morgan State University
Bachelor of Science, Information Systems
Retired December 2014 - Present
The Fertilizer Institute January 2006 - May 2014
ICMA-RC 1990 - 1998
Skills
Non-profits, Fundraising, Policy, Nonprofits, Public Speaking, Microsoft Office
Education
Hood College 1988 — 1992
MBA, Financial Management
ICMA-RC November 2003 - Present
Education
Harvard University 1986 — 1991
ab91, Liberal Arts, Psych, Theology
Babson Capital Management March 2015 - Present
Corrum Capital Management LLC December 2013 - February 2015
BNY Mellon 2008 - November 2013
Callahan & Associates March 2006 - February 2008
ICMA-RC March 2000 - March 2006
Skills
Internal Controls, Risk Management, Process Improvement, Management, Accounting, Leadership, Investments, Analysis, Financial Services, Alternative Investments, Business Intelligence, Banking, Financial Analysis, Portfolio Management, Fund Administration, Hedge Funds, Capital Markets
Education
College of Notre Dame
Master of Arts (M.A.), Business Administration and Management, General
College of Notre Dame of Maryland
Master's degree, Business Administration and Management, General
ICMA-RC April 2013 - Present
T. Rowe Price April 2010 - April 2013
Skills
Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Fixed Income, Asset Allocation, Alternative Investments, Financial Analysis, Securities, Financial Services, Hedge Funds, Financial Modeling, Microsoft Office, Microsoft Excel, Omni, Omnistation, Adminweb, AWD, SAR, Auditing, Internal Audit, Financial Audits, Quality Auditing, Quality Management, Quality Assurance, Quality Control, Quality System, Customer Service, Telephony, Telecommuting
Education
Howard Community College 2009 — 2012
River Hill High School 2003 — 2007
High School
Get Swip Swap December 2012 - Present
Anthem School PTA 2009 - June 2013
Etcetera Clothing April 2011 - January 2012
ICMA-RC 2000 - 2003
Bank One 1999 - 2000
Nationwide Insurance 1996 - 1999
Education
State University of New York College at Oswego 1989 — 1993
Northrop Grumman Information Systems January 2003 - Present
Keane January 1999 - May 2000
ICMA-RC January 1997 - January 1998
Union labor life 1987 - 1989
Skills
DoD, Government Contracting, Functional Testing, Quality Assurance, Business Analysis, Process Improvement, ClearQuest, Project Management, Security Clearance, Program Management
Education
Howard University
B.B. A, Finance
The Creative Group September 2014 - November 2014
InSync Staffing March 2014 - June 2014
Not Applicable December 2012 - February 2014
SENTEL Corporation March 2012 - November 2012
Protection Strategies Incorporated January 2007 - July 2011
MAXIMUS June 2006 - December 2006
ICMA-RC October 2003 - May 2006
Ameriprise Financial Services, Inc. (formerly American Express Asset Management) July 1999 - March 2002
Carlson Investment Management June 1997 - January 1998
International Monetary Fund November 1990 - August 1995
Skills
Proposal Preparation, Proposal Coordination, Proposal Writing, Editing, Strategic Planning, Project Management, Proofreading, Writing, Organizational..., Process Efficiency, Administrative..., Microsoft Word, Microsoft Excel, PowerPoint, CRM, Detail-oriented, German, French, Quality Control
Education
University of Maryland University College 2012 — 2013
Graduate Certificate, Intelligence Management
The George Washington University 1992 — 1995
MBA, Marketing
Monterey Institute of International Studies 1983 — 1985
Bachelor's degree, German Studies
ICMA-RC March 2013 - Present
ICMA-RC January 2008 - March 2013
Swank Audio Visuals June 1991 - January 2008
Skills
Customer Service, Problem Solving, Operations Management, Asset Managment, Audio Visual Support, Sales, Teamwork, Community Outreach, Communication, Project Management, Budgets, Team Leadership, Training, Vendor Management, Program Management, Process Improvement, Team Building, Strategic Planning, Risk Management, Event Management
Education
Strayer University (DC) 1999 — 2001
MSBA, BUSINESS ADMINISTRATION
Goucher College 1987 — 1991
BA, Communications
Capital One December 2014 - Present
Capital One Bank December 2014 - Present
Lewis Enterprises April 2012 - December 2014
Daon DTIS / AAAE September 2011 - April 2012
Silvers Enterprises Inc June 2003 - September 2011
The American Institute of Architects (AIA) July 2000 - June 2003
AnotherUniverse.com March 1997 - July 2000
CFA Institute June 1994 - March 1997
ICMA-RC April 1990 - June 1994
Skills
Contact Center Design, Call Center Development, Order Processing, Customer Service, Call Center, Operations Management, Customer Satisfaction, Process Improvement, Coaching, CRM, Recruiting, Training, Staff Retention, Staff Relations, Call Processing, Call Logging, Call Control, Customer Engagement, Phone Skills, Phone Etiquette, Phone Manner, ACD Management, Telecom Expense..., PBX Management, Employee Management, Performance Improvement, Performance Metrics, Performance Measurement, Organizational..., Management, Call Centers, Payroll, Customer Retention, Program Management, Sales, Interviews, Marketing, Administration, Performance Management, Talent Acquisition, Strategy, Leadership
Education
Summit University 1990 — 1992
Associate of Science (AS), Kinesiology and Exercise Science
Howard University 1980 — 1981
Liberal Arts Studies
Keystone College September 2011 - Present
Peoples Security Bank & Trust February 2001 - Present
Penn Security Bank February 2001 - December 2006
ICMA-RC February 1999 - February 2001
First Union/Corestates Bank May 1989 - February 1999
Education
Marywood University 2005 — 2008
Master of Business Administration (MBA), Business Administration, Finance Specialization
King's College 1983 — 1987
Bachelor's degree, Business Administration and Management, General
Man Power Personnel Services May 2010 - Present
Ofice Team 2010 - Present
Sparks Personnel Services September 2009 - May 2010
ICMA-RC February 2006 - December 2008
ICMA-RC October 1999 - February 2006
Education
Prince George's Community College 1996 — 1996
Certificate, Basic Accounting
Heald 4C's College 1991 — 1992
Diploma, Secretarial/Word Processing
ICMA-RC 2008 - Present
Calpine Corporation 2004 - 2007
Skills
Business Analysis, Financial Modeling
Education
San Francisco State University 2001 — 2004
Master of Business Administration (MBA), Finance
Novosibirsk State University (NSU)
ICMA-RC August 2008 - Present
Skills
Retirement Planning, Mutual Funds, Investments, Series 63, Retirement, Asset Allocation, Wealth Management, IRAs, 401k, Strategic Financial..., Series 6, Securities, Financial Advisory, Finance, Series 65, Life Insurance, 401k Rollovers, Relationship Management, Retirement Plan..., Defined Contribution, ERISA, FINRA, Financial Planning, Leadership, Management, Customer Service, Strategic Planning
Education
Rutgers University – Camden
Bachelor of Science in Management, Business Administration and Management, General
ICMA Retirement Corporation 2006 - Present
ICMA-RC 1998 - 2006
ICMA-RC 1993 - 1997
ICMA-RC 1992 - 1992
ICMA-RC 1991 - 1991
Navy Morale, Welfare, and Recreation (MWR) 1986 - 1991
Skills
Team Leadership, Information Technology, Strategic Planning, Business Process..., IT Transformation, Financial Services, SDLC, Business Analysis, Process Improvement, Requirements Analysis, IT Project..., IT Strategy, Risk Management, Mutual Funds, Change Management, IT Management, IT Solutions, Leadership, Stakeholder Management, IT Governance, Solution Architecture, Portfolio Management, Web Applications, Secure SDLC, Mobile Applications, Retirement, System Architecture, Security, Troubleshooting, Cross-functional Team..., Integration, Budgets, Disaster Recovery, Business Continuity, IT Operations
Education
Indiana University of Pennsylvania 1981 — 1985
Bachelor of Science (B.S.), Management Information Systems
ICMA-RC August 2004 - Present
Cutter & Company, Inc. 1999 - August 2004
Skills
Retirement Planning, IRAs, Mutual Funds, Series 7, Series 63, Long-term Care
Education
McKendree College
ICMA-RC November 2013 - Present
ICMA-RC 2012 - 2013
ICMA-RC 2010 - 2012
Skills
Financial Operations, Workflow Design, Process Improvement, Process Integration, Project Implementation, Data Migration, Microsoft Excel, Access, Account Reconciliation, Knowledge Transfer, Quality Assurance, Risk Management, User Acceptance Testing, Ad Hoc Reporting, OmniPlus, TSO
Education
Penn State University Smeal College of Business
Bachelor of Science, Business Management
FHI 360 July 2011 - Present
Academy for Educational Development September 2004 - July 2011
Academy for Educational Development October 2001 - September 2004
Folio Investing 2000 - 2001
ICMA-RC 1999 - 2000
First Data Investors Service Group- acquired by PNC 1999 1998 - 1999
Skills
Financial Reporting, Accounting, General Ledger, Internal Controls, Account Reconciliation, Financial Analysis
Education
University of Maryland University College
Master of Science (MS), Accounting and Finance
Pfeiffer University 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General
Winthrop University 1990 — 1994
Bachelor of Arts (B.A.), Mass Communication/Media Studies