International Planning Alliance
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International Planning Alliance Employees
Employee
Years
Job
Industry
Brett Joslin Brett Joslin's International Planning Alliance Experience September 2008 - July 2009
Job Sales Specialist
Industry Insurance
Experience
Plymouth Rock Assurance New Jersey December 2013 - Present
Joslin Financial Group LLC September 2008 - Present
International Planning Alliance September 2008 - July 2009
J P Turner June 2003 - September 2007
Nelson Press April 2002 - June 2003
Skills
Customer Service, Microsoft Excel, Finance, Financial Analysis, Life Insurance, Microsoft Office, Microsoft Word, Series 63, Strategic Planning, Team Leadership, Team Building, Marketing, Outlook, Management, Budgets, Small Business, Account Management, Networking, Event Planning, Recruiting, New Business Development, Sales Management
Education
Middletown High School South 1992 — 1996
Brookdale Community College
Associates Degree, Graphic Arts
Plymouth Rock Assurance New Jersey December 2013 - Present
Joslin Financial Group LLC September 2008 - Present
International Planning Alliance September 2008 - July 2009
J P Turner June 2003 - September 2007
Nelson Press April 2002 - June 2003
Skills
Customer Service, Microsoft Excel, Finance, Financial Analysis, Life Insurance, Microsoft Office, Microsoft Word, Series 63, Strategic Planning, Team Leadership, Team Building, Marketing, Outlook, Management, Budgets, Small Business, Account Management, Networking, Event Planning, Recruiting, New Business Development, Sales Management
Education
Middletown High School South 1992 — 1996
Brookdale Community College
Associates Degree, Graphic Arts
Brian Schmalz's International Planning Alliance Experience May 2012 - August 2012
Job Client Delivery Manager at Fidessa
Industry Information Technology and Services
Experience
Fidessa January 2015 - Present
Avanade July 2013 - January 2014
International Planning Alliance May 2012 - August 2012
Ogilvy CommonHealth Worldwide June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Strategic Planning, Management, Team Building, Team Leadership, Time Management, Leadership, Business Planning, Investments, Facebook, Insurance, Estate Planning, Public Speaking, Life Insurance, Event Planning, Marketing Strategy, PowerPoint, Retirement Planning, Fixed Annuities, Sales, Account Management, Marketing, Social Media, Risk Management, Economics, Outlook, New Business Development, Microsoft Word, Social Networking, Disability Insurance, Coaching, Mutual Funds, Project Management, Portfolio Management, Customer Service, Wealth Management, Health Insurance, Strategic Financial..., Financial Advisory, Equities, Financial Analysis, Asset Management, Sales Management, Business Development, Market Research, Finance, Business Analysis, Salesforce.com, Analysis
Education
Stevens Institute of Technology 2009 — 2013
Buisness and Technology, Business, Marketing
Fidessa January 2015 - Present
Avanade July 2013 - January 2014
International Planning Alliance May 2012 - August 2012
Ogilvy CommonHealth Worldwide June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Strategic Planning, Management, Team Building, Team Leadership, Time Management, Leadership, Business Planning, Investments, Facebook, Insurance, Estate Planning, Public Speaking, Life Insurance, Event Planning, Marketing Strategy, PowerPoint, Retirement Planning, Fixed Annuities, Sales, Account Management, Marketing, Social Media, Risk Management, Economics, Outlook, New Business Development, Microsoft Word, Social Networking, Disability Insurance, Coaching, Mutual Funds, Project Management, Portfolio Management, Customer Service, Wealth Management, Health Insurance, Strategic Financial..., Financial Advisory, Equities, Financial Analysis, Asset Management, Sales Management, Business Development, Market Research, Finance, Business Analysis, Salesforce.com, Analysis
Education
Stevens Institute of Technology 2009 — 2013
Buisness and Technology, Business, Marketing
Matthew Birkhofer Matthew Birkhofer's International Planning Alliance Experience May 2012 - September 2012
Job General Operations Coordinator at Uncle Dave's Ice Cream
Industry Food Production
Experience
Uncle Dave's Ice Cream March 2015 - Present
Uncle Dave's Ice Cream March 2015 - Present
Brick Farm Market June 2013 - March 2015
JCW Search November 2012 - December 2012
International Planning Alliance May 2012 - September 2012
The Gettysburg Hotel May 2011 - May 2012
United States Beverage May 2011 - August 2011
Hopewell Valley Golf Club May 2005 - September 2010
Skills
Life & Health Insurance..., Disability Insurance, Fixed Annuities, Life Insurance, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Retirement Planning, Health Insurance, Public Speaking, Insurance, Sales, Marketing, Estate Planning, Social Media, Strategic Financial..., 401k, Microsoft Word, Event Planning, Customer Service, Fundraising, Time Management
Education
Gettysburg College 2009 — 2012
Bachelor of Arts, Organizations and Management Studies
Roger Williams University 2008 — 2009
Hopewell Valley Central High School 2004 — 2008
Uncle Dave's Ice Cream March 2015 - Present
Uncle Dave's Ice Cream March 2015 - Present
Brick Farm Market June 2013 - March 2015
JCW Search November 2012 - December 2012
International Planning Alliance May 2012 - September 2012
The Gettysburg Hotel May 2011 - May 2012
United States Beverage May 2011 - August 2011
Hopewell Valley Golf Club May 2005 - September 2010
Skills
Life & Health Insurance..., Disability Insurance, Fixed Annuities, Life Insurance, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Retirement Planning, Health Insurance, Public Speaking, Insurance, Sales, Marketing, Estate Planning, Social Media, Strategic Financial..., 401k, Microsoft Word, Event Planning, Customer Service, Fundraising, Time Management
Education
Gettysburg College 2009 — 2012
Bachelor of Arts, Organizations and Management Studies
Roger Williams University 2008 — 2009
Hopewell Valley Central High School 2004 — 2008
Gabor Nagy, CFP®, CLU®, ChFC®, CAP®'s International Planning Alliance Experience 1999 - 2010
Job Principal, Mendham Wealth Partners, LLC
Industry Financial Services
Experience
Mendham Wealth Partners, LLC 2010 - Present
International Planning Alliance 1999 - 2010
Alter & Company November 1996 - January 1999
Ford Financial Group April 1994 - November 1996
Skills
Retirement Income..., Estate Planning, Investment Advisory, Strategic Financial..., Life Insurance Planning..., Charitable Gift Planning, Charitable Trusts
Education
University of Delaware
BS in Accounting
Mendham Wealth Partners, LLC 2010 - Present
International Planning Alliance 1999 - 2010
Alter & Company November 1996 - January 1999
Ford Financial Group April 1994 - November 1996
Skills
Retirement Income..., Estate Planning, Investment Advisory, Strategic Financial..., Life Insurance Planning..., Charitable Gift Planning, Charitable Trusts
Education
University of Delaware
BS in Accounting
Onofrio R. Cirianni Onofrio R. Cirianni's International Planning Alliance Experience 1994 - 2001
Job Managing Member at EisnerAmper Insurance & Financial Services, LLC.
Industry Financial Services
Experience
EisnerAmper Insurance & Financial Services, LLC. January 2002 - Present
International Planning Alliance 1994 - 2001
Northwestern Mutual 1988 - 1994
Skills
Life Insurance, Health Insurance*, Long Term Care*, Business Succession, Employee Benefit Plans, Estate Planning, Disability Insurance, Personal Planning for..., Budgets, Employee Benefits, Finance, Insurance, Succession Planning, Human Resources, Retirement, Tax, Strategic Financial..., Management, Mergers, Retirement Planning, Vendor Management, Financial Services, 401k, Securities, Invoicing, Investments, Mergers & Acquisitions, Financial Planning
Education
The College of New Jersey 1985 — 1989
Bachelor of Arts - Public Administration, Public Finance & Marketing
EisnerAmper Insurance & Financial Services, LLC. January 2002 - Present
International Planning Alliance 1994 - 2001
Northwestern Mutual 1988 - 1994
Skills
Life Insurance, Health Insurance*, Long Term Care*, Business Succession, Employee Benefit Plans, Estate Planning, Disability Insurance, Personal Planning for..., Budgets, Employee Benefits, Finance, Insurance, Succession Planning, Human Resources, Retirement, Tax, Strategic Financial..., Management, Mergers, Retirement Planning, Vendor Management, Financial Services, 401k, Securities, Invoicing, Investments, Mergers & Acquisitions, Financial Planning
Education
The College of New Jersey 1985 — 1989
Bachelor of Arts - Public Administration, Public Finance & Marketing
Alexandra Yuryev Alexandra Yuryev's International Planning Alliance Experience June 2011 - September 2011
Job Sr Operations Rep at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Bank of America July 2012 - October 2014
New York Business Partners November 2011 - April 2012
International Planning Alliance June 2011 - September 2011
Skills
Direct Sales, Cold Calling, Banking, Branch Banking, Finance, Financial Services, Partner Development, Client Development, Manage Client..., Referrals, Exceeding Quotas, Quota Achievement, Direct Marketing, Door to Door, Insurance, Life Insurance, Health Insurance, Public Speaking, Computer Proficiency, Microsoft Office, PowerPoint, Adobe Software, Social Media, Writing Skills, Sales Presentations, Interpersonal..., Training Skills, Customer Relations, Decision Making, Statistical Reporting, Fluent in Russian, Visualization, Multitasker
Education
The College of New Jersey 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Marketing
Mercer County Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Merrill Lynch October 2014 - Present
Bank of America July 2012 - October 2014
New York Business Partners November 2011 - April 2012
International Planning Alliance June 2011 - September 2011
Skills
Direct Sales, Cold Calling, Banking, Branch Banking, Finance, Financial Services, Partner Development, Client Development, Manage Client..., Referrals, Exceeding Quotas, Quota Achievement, Direct Marketing, Door to Door, Insurance, Life Insurance, Health Insurance, Public Speaking, Computer Proficiency, Microsoft Office, PowerPoint, Adobe Software, Social Media, Writing Skills, Sales Presentations, Interpersonal..., Training Skills, Customer Relations, Decision Making, Statistical Reporting, Fluent in Russian, Visualization, Multitasker
Education
The College of New Jersey 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Marketing
Mercer County Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Lauren Marino, CMP Lauren Marino, CMP's International Planning Alliance Experience 2003 - 2004
Job Event & Relationship Manager at AIG
Industry Insurance
Experience
AIG 2013 - Present
AIG 2010 - 2013
AIG 2004 - 2009
International Planning Alliance 2003 - 2004
Skills
Event Planning, Marketing Communications, Project Management, Website Content..., Event Management, Corporate Events, Meeting Planning, Corporate Meetings, Budgets, Web Content Management, Marketing, Insurance, Employment Practices..., Marketing Strategy, Corporate Communications, Underwriting, Contract Negotiation, Email Marketing, Salesforce.com, Property & Casualty..., D&O, Commercial Insurance, Casualty, Commercial Lines, Liability, Excess
Education
Marist College 1998 — 2002
BS
NTA
AIG 2013 - Present
AIG 2010 - 2013
AIG 2004 - 2009
International Planning Alliance 2003 - 2004
Skills
Event Planning, Marketing Communications, Project Management, Website Content..., Event Management, Corporate Events, Meeting Planning, Corporate Meetings, Budgets, Web Content Management, Marketing, Insurance, Employment Practices..., Marketing Strategy, Corporate Communications, Underwriting, Contract Negotiation, Email Marketing, Salesforce.com, Property & Casualty..., D&O, Commercial Insurance, Casualty, Commercial Lines, Liability, Excess
Education
Marist College 1998 — 2002
BS
NTA
Marco Zanfardino Marco Zanfardino's International Planning Alliance Experience June 2013 - Present
Job Financial Representative at International Planning Alliance
Industry Financial Services
Experience
International Planning Alliance June 2013 - Present
Alfonso's Pizzeria May 2005 - Present
Skills
Investments, Finance, Life Insurance, Sales, Customer Service, Tax, Financial Risk, Wealth, Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Series 63, Insurance, Wealth Management, Fixed Annuities, Financial Analysis, Portfolio Management, Equities, Securities
Education
St. Benedicts Prep 2004 — 2008
Fairleigh Dickinson University 2010 — 2012
Bachelor of Science (B.S.), Business Managment
The University of Connecticut 2008 — 2010
International Planning Alliance June 2013 - Present
Alfonso's Pizzeria May 2005 - Present
Skills
Investments, Finance, Life Insurance, Sales, Customer Service, Tax, Financial Risk, Wealth, Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Series 63, Insurance, Wealth Management, Fixed Annuities, Financial Analysis, Portfolio Management, Equities, Securities
Education
St. Benedicts Prep 2004 — 2008
Fairleigh Dickinson University 2010 — 2012
Bachelor of Science (B.S.), Business Managment
The University of Connecticut 2008 — 2010
Kevin M Goodwin Jr Kevin M Goodwin Jr's International Planning Alliance Experience December 2010 - June 2011
Job Manager of Provider Relations at AposTherapy
Industry Medical Devices
Experience
AposTherapy October 2014 - Present
Arthrex September 2014 - October 2014
Arthrex March 2014 - August 2014
Apria Healthcare August 2013 - February 2014
Apria Healthcare July 2011 - August 2013
International Planning Alliance December 2010 - June 2011
Skills
Customer Service, Sales, Insurance, Marketing, Leadership, Account Management, Sales Management, Hospitals, Finance, Sales Operations, Healthcare, Home Care, Cold Calling, Medical Devices, Selling, Orthopedics
Education
Monmouth University 2006 — 2010
Bachelors, Communications, Marketing
AposTherapy October 2014 - Present
Arthrex September 2014 - October 2014
Arthrex March 2014 - August 2014
Apria Healthcare August 2013 - February 2014
Apria Healthcare July 2011 - August 2013
International Planning Alliance December 2010 - June 2011
Skills
Customer Service, Sales, Insurance, Marketing, Leadership, Account Management, Sales Management, Hospitals, Finance, Sales Operations, Healthcare, Home Care, Cold Calling, Medical Devices, Selling, Orthopedics
Education
Monmouth University 2006 — 2010
Bachelors, Communications, Marketing
Sean Soh's International Planning Alliance Experience June 2006 - September 2006
Job Sales Consultant & Relationship Manager at Samsung Electronics America
Industry Consumer Electronics
Experience
Samsung Electronics America May 2013 - Present
Kinetic Marketing & Energy Solutions April 2011 - December 2013
Shelter Point Advisors November 2012 - June 2013
LPL Financial August 2009 - March 2012
General Electric (QM Security) November 2008 - July 2009
International Planning Alliance June 2006 - September 2006
Small Business Computers January 2003 - April 2005
Skills
Finance, Portfolio Management, Management, Mutual Funds, Wealth Management, Microsoft Excel, Securities, Financial Analysis, Analysis, Financial Services, Public Relations, Alternative Investments, Sourcing, Accounting, Access, Financial Reporting, Microsoft Office, Sales, Relationship Management, New Business Development, Networking
Education
Rutgers University 2004 — 2008
Bachelor of Arts, Business Economics
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2008
Bachelor's degree, Economics
George Weiss Health Life and Law Insurance School
New York Institute of Finance
Samsung Electronics America May 2013 - Present
Kinetic Marketing & Energy Solutions April 2011 - December 2013
Shelter Point Advisors November 2012 - June 2013
LPL Financial August 2009 - March 2012
General Electric (QM Security) November 2008 - July 2009
International Planning Alliance June 2006 - September 2006
Small Business Computers January 2003 - April 2005
Skills
Finance, Portfolio Management, Management, Mutual Funds, Wealth Management, Microsoft Excel, Securities, Financial Analysis, Analysis, Financial Services, Public Relations, Alternative Investments, Sourcing, Accounting, Access, Financial Reporting, Microsoft Office, Sales, Relationship Management, New Business Development, Networking
Education
Rutgers University 2004 — 2008
Bachelor of Arts, Business Economics
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2008
Bachelor's degree, Economics
George Weiss Health Life and Law Insurance School
New York Institute of Finance
Jenna M. Uszenski Jenna M. Uszenski's International Planning Alliance Experience October 2009 - May 2010
Job Marketing & Social Engagement Professional
Industry Nonprofit Organization Management
Experience
IMA Institute of Management Accountants September 2014 - Present
Eastwick College October 2013 - Present
IMA Institute of Management Accountants February 2013 - September 2014
IMA Institute of Management Accountants June 2010 - February 2013
RiteOn, Inc. September 2009 - June 2010
International Planning Alliance October 2009 - May 2010
Saint Dominic's Home May 2009 - August 2009
Skills
Social Media, Association Management, Event Planning, QuickBooks, Outlook, Customer Service, Project Management, Networking, Dreamweaver, Crystal, Personify, Website Creation, Quicken, Citrix, PowerPoint, Microsoft Excel, Blogger, Microsoft Office, Microsoft Word, Recruiting, Non-profits, Event Management, Time Management, Social Networking, Data Entry, Social Media Marketing, Leadership, Payroll, Human Resources, Facebook, Fundraising, Accounts Payable, Teamwork, Training, Employee Relations, Team Building, Management, Spreadsheets, Customer Support
Education
Rutgers University-New Brunswick 2013 — 2013
Mini MBA, Social Media Marketing
University of Phoenix 2011 — 2012
MBA
Monmouth University 2006 — 2010
Leon Hess Business School - Bachelor of Science, Business Management, Communication minor
IMA Institute of Management Accountants September 2014 - Present
Eastwick College October 2013 - Present
IMA Institute of Management Accountants February 2013 - September 2014
IMA Institute of Management Accountants June 2010 - February 2013
RiteOn, Inc. September 2009 - June 2010
International Planning Alliance October 2009 - May 2010
Saint Dominic's Home May 2009 - August 2009
Skills
Social Media, Association Management, Event Planning, QuickBooks, Outlook, Customer Service, Project Management, Networking, Dreamweaver, Crystal, Personify, Website Creation, Quicken, Citrix, PowerPoint, Microsoft Excel, Blogger, Microsoft Office, Microsoft Word, Recruiting, Non-profits, Event Management, Time Management, Social Networking, Data Entry, Social Media Marketing, Leadership, Payroll, Human Resources, Facebook, Fundraising, Accounts Payable, Teamwork, Training, Employee Relations, Team Building, Management, Spreadsheets, Customer Support
Education
Rutgers University-New Brunswick 2013 — 2013
Mini MBA, Social Media Marketing
University of Phoenix 2011 — 2012
MBA
Monmouth University 2006 — 2010
Leon Hess Business School - Bachelor of Science, Business Management, Communication minor
Joseph Abate's International Planning Alliance Experience January 1997 - January 1999
Job 401(k) District Manager at ADP
Industry Financial Services
Experience
ADP August 2011 - Present
ExpertPlan May 2010 - August 2011
AllianceBernstein Investments September 2004 - September 2009
Merrill Lynch September 2001 - September 2004
Royal Alliance 1999 - 2001
International Planning Alliance January 1997 - January 1999
AXA Equitable 1991 - 1996
Skills
401k, Retirement, Series 7, Retirement Planning, Series 63, Pensions, Consultative Selling, Defined Benefit, Financial Services, Defined Contribution, Financial Advisory, Relationship Management, Series 6, Mutual Funds, CRM, Selling, Retirement Plan..., Sales Process, Asset Allocation, Sales
Education
St. Francis University 1983 — 1987
Bachelor of Science, Business Management
Immaculata 1979 — 1983
ADP August 2011 - Present
ExpertPlan May 2010 - August 2011
AllianceBernstein Investments September 2004 - September 2009
Merrill Lynch September 2001 - September 2004
Royal Alliance 1999 - 2001
International Planning Alliance January 1997 - January 1999
AXA Equitable 1991 - 1996
Skills
401k, Retirement, Series 7, Retirement Planning, Series 63, Pensions, Consultative Selling, Defined Benefit, Financial Services, Defined Contribution, Financial Advisory, Relationship Management, Series 6, Mutual Funds, CRM, Selling, Retirement Plan..., Sales Process, Asset Allocation, Sales
Education
St. Francis University 1983 — 1987
Bachelor of Science, Business Management
Immaculata 1979 — 1983
John Kofka John Kofka's International Planning Alliance Experience 2010 - 2011
Job Staffing Manager at Robert Half 6099870786
Industry Staffing and Recruiting
Experience
Robert Half April 2015 - Present
Apria Healthcare June 2014 - March 2015
Apria Healthcare August 2013 - June 2014
Accountemps December 2011 - June 2013
Prudential Financial February 2011 - November 2011
International Planning Alliance 2010 - 2011
Skills
Recruiting, Sales, Customer Service, Human Resources, Cold Calling, Management, Interviews, Talent Acquisition, Temporary Placement, Outlook, Leadership, Social Media
Education
Monmouth University 2006 — 2010
BS, Business w/ concentration in Finance
Robert Half April 2015 - Present
Apria Healthcare June 2014 - March 2015
Apria Healthcare August 2013 - June 2014
Accountemps December 2011 - June 2013
Prudential Financial February 2011 - November 2011
International Planning Alliance 2010 - 2011
Skills
Recruiting, Sales, Customer Service, Human Resources, Cold Calling, Management, Interviews, Talent Acquisition, Temporary Placement, Outlook, Leadership, Social Media
Education
Monmouth University 2006 — 2010
BS, Business w/ concentration in Finance
Christopher Maier Jr.'s International Planning Alliance Experience May 2013 - Present
Job Financial Advisor Intern at International Planning Alliance
Industry International Affairs
Experience
International Planning Alliance May 2013 - Present
The Pennsylvania State University Inter Fraternal Council February 2012 - Present
The Towne Delicatessen & Liquors July 2008 - Present
The Dutly Associates, LLC October 2006 - Present
City of Summit July 2008 - August 2008
Skills
Microsoft Office, Java Applets, AppleScript, JavaScript, CGI programming, CGI scripts, AutoCAD, Autodesk Software, iPhone, iPad, Android, Public Speaking, Public Relations, Construction Management, Food Industry, Objective-C, OpenGL, Google Chrome, iOS development, WebKit, International Relations, Stata
Education
Penn State University 2010 — 2014
Bachelor of Arts (BA), International Relations and Affairs
The Pennsylvania State University 2010 — 2013
Bachelor of Arts (B.A.), Honors Placement – Art, English, History, Italian, Economics
Summit Senior High School 2006 — 2010
Honors/Advanced Placement - Art, English, Mathematics
International Planning Alliance May 2013 - Present
The Pennsylvania State University Inter Fraternal Council February 2012 - Present
The Towne Delicatessen & Liquors July 2008 - Present
The Dutly Associates, LLC October 2006 - Present
City of Summit July 2008 - August 2008
Skills
Microsoft Office, Java Applets, AppleScript, JavaScript, CGI programming, CGI scripts, AutoCAD, Autodesk Software, iPhone, iPad, Android, Public Speaking, Public Relations, Construction Management, Food Industry, Objective-C, OpenGL, Google Chrome, iOS development, WebKit, International Relations, Stata
Education
Penn State University 2010 — 2014
Bachelor of Arts (BA), International Relations and Affairs
The Pennsylvania State University 2010 — 2013
Bachelor of Arts (B.A.), Honors Placement – Art, English, History, Italian, Economics
Summit Senior High School 2006 — 2010
Honors/Advanced Placement - Art, English, Mathematics
Christine Cox, LUTCF Christine Cox, LUTCF's International Planning Alliance Experience May 2013 - Present
Job Brokerage Manager, Specializing in Disability Insurance
Industry Financial Services
Experience
International Planning Alliance May 2013 - Present
International Planning Alliance May 2011 - Present
Volunteer Income Tax Assistance Program (VITA) January 2011 - May 2011
Diopsys June 2009 - April 2011
Dover Dairy Maid June 2004 - August 2009
Education
The College of New Jersey 2007 — 2011
BS, Management and Tax Accounting
Morris Knolls High School 2003 — 2007
High School Diploma
International Planning Alliance May 2013 - Present
International Planning Alliance May 2011 - Present
Volunteer Income Tax Assistance Program (VITA) January 2011 - May 2011
Diopsys June 2009 - April 2011
Dover Dairy Maid June 2004 - August 2009
Education
The College of New Jersey 2007 — 2011
BS, Management and Tax Accounting
Morris Knolls High School 2003 — 2007
High School Diploma
Bill Huelster Bill Huelster's International Planning Alliance Experience September 2010 - December 2012
Job Partnership and Sponsorship Publishing at National Geographic
Industry Publishing
Experience
National Geographic October 2014 - Present
Chain Sales Marketing January 2010 - Present
International Planning Alliance September 2010 - December 2012
Kaplan Publishing October 2008 - July 2009
Random House February 2005 - February 2008
Custom Editions Inc. December 1999 - February 2005
HarperCollins Publishers January 1997 - January 2000
Custom Publishing January 1995 - January 1997
BDD Promotional Book Company January 1988 - January 1993
Bantam Books January 1987 - January 1988
Skills
Sales Management, Team Building, Problem Solving, New Business Development, Strategic Partnerships, Social Media, Business Planning, Strategic Planning, Negotiation, Brand Development, Coaching, Account Management, Publishing, Budgeting, Books, Budgets, Online Publishing, Sales, Content Development, Product Development, Management, Marketing, Sales Operations, Public Relations, Leadership, B2B, Business Development, Direct Sales, Selling, Entrepreneurship, Social Media Marketing, Online Marketing, Strategy, Online Advertising, E-commerce, Content Strategy, Digital Media, Digital Marketing, Social Networking, Digital Strategy, Content Management, Marketing Strategy
Education
City University of New York-Queens College 1979 — 1982
Queens College
Business Management
National Geographic October 2014 - Present
Chain Sales Marketing January 2010 - Present
International Planning Alliance September 2010 - December 2012
Kaplan Publishing October 2008 - July 2009
Random House February 2005 - February 2008
Custom Editions Inc. December 1999 - February 2005
HarperCollins Publishers January 1997 - January 2000
Custom Publishing January 1995 - January 1997
BDD Promotional Book Company January 1988 - January 1993
Bantam Books January 1987 - January 1988
Skills
Sales Management, Team Building, Problem Solving, New Business Development, Strategic Partnerships, Social Media, Business Planning, Strategic Planning, Negotiation, Brand Development, Coaching, Account Management, Publishing, Budgeting, Books, Budgets, Online Publishing, Sales, Content Development, Product Development, Management, Marketing, Sales Operations, Public Relations, Leadership, B2B, Business Development, Direct Sales, Selling, Entrepreneurship, Social Media Marketing, Online Marketing, Strategy, Online Advertising, E-commerce, Content Strategy, Digital Media, Digital Marketing, Social Networking, Digital Strategy, Content Management, Marketing Strategy
Education
City University of New York-Queens College 1979 — 1982
Queens College
Business Management
Mark Manginelli Mark Manginelli's International Planning Alliance Experience October 2011 - February 2013
Job Vice President, Private Wealth Advisor
Industry Financial Services
Experience
Gladstone Wealth Group July 2014 - Present
BNI Hawks November 2013 - Present
Fountainhead Capital Management - RIA February 2013 - July 2014
International Planning Alliance October 2011 - February 2013
Park Avenue Securities October 2011 - February 2013
David Lerner Associates, inc. December 2010 - October 2011
Wells Fargo Financial February 2009 - December 2010
Skills
Retirement Planning, Investments, Fixed Annuities, Estate Planning, Series 7, Finance, Disability Insurance, Financial Advisory, Financial Services, Life Insurance, Leadership, Management, Wealth, Securities, Sales, Insurance, Portfolio Management, Equities, Mutual Funds, Risk Management, Retirement, Accident, Deferred Compensation, Series 63, Asset Management, Succession Planning, Pensions, Investment Strategies, Wealth Accumulation, IRAs, Employee Benefits, Mortgage Lending, 401k, Financial Planners, Long-term Care, Strategic Financial..., Annuities, Asset Managment, Business Planning, Small Business, Asset Allocation, Investment Advisory, Health Insurance, Term Life Insurance, Wealth Management, Financial Risk, CRM, Investment Management, Entrepreneurship, Fixed Income
Education
Ramapo College of New Jersey 2004 — 2008
B.S., Business Management, Finance
Red Bank Regional
Gladstone Wealth Group July 2014 - Present
BNI Hawks November 2013 - Present
Fountainhead Capital Management - RIA February 2013 - July 2014
International Planning Alliance October 2011 - February 2013
Park Avenue Securities October 2011 - February 2013
David Lerner Associates, inc. December 2010 - October 2011
Wells Fargo Financial February 2009 - December 2010
Skills
Retirement Planning, Investments, Fixed Annuities, Estate Planning, Series 7, Finance, Disability Insurance, Financial Advisory, Financial Services, Life Insurance, Leadership, Management, Wealth, Securities, Sales, Insurance, Portfolio Management, Equities, Mutual Funds, Risk Management, Retirement, Accident, Deferred Compensation, Series 63, Asset Management, Succession Planning, Pensions, Investment Strategies, Wealth Accumulation, IRAs, Employee Benefits, Mortgage Lending, 401k, Financial Planners, Long-term Care, Strategic Financial..., Annuities, Asset Managment, Business Planning, Small Business, Asset Allocation, Investment Advisory, Health Insurance, Term Life Insurance, Wealth Management, Financial Risk, CRM, Investment Management, Entrepreneurship, Fixed Income
Education
Ramapo College of New Jersey 2004 — 2008
B.S., Business Management, Finance
Red Bank Regional
Jeffrey Dunst, CLU,ChFC,CLTC Jeffrey Dunst, CLU,ChFC,CLTC's International Planning Alliance Experience September 1991 - Present
Job Sales at International Planning Alliance
Industry Insurance
Experience
International Planning Alliance September 1991 - Present
Education
Bradley University 1969 — 1973
BS, Sociology
International Planning Alliance September 1991 - Present
Education
Bradley University 1969 — 1973
BS, Sociology
Samantha Joseph's International Planning Alliance Experience June 2014 - August 2014
Job Summer Intern at The Estee Lauder Companies
Industry Capital Markets
Experience
The Estée Lauder Companies Inc. June 2015 - August 2015
Alpha Omicron Pi Fraternity January 2014 - January 2015
International Planning Alliance June 2014 - August 2014
NJY Camps June 2013 - August 2013
G96 Products June 2012 - August 2012
Skills
Financial Analysis, Auditing, Microsoft Excel, Sales Operations, Strategic Communications, Strategic Financial..., QuickBooks, Financial Reporting, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Teamwork
Education
Penn State University 2012 — 2016
Finance, Minor in International Business
The Estée Lauder Companies Inc. June 2015 - August 2015
Alpha Omicron Pi Fraternity January 2014 - January 2015
International Planning Alliance June 2014 - August 2014
NJY Camps June 2013 - August 2013
G96 Products June 2012 - August 2012
Skills
Financial Analysis, Auditing, Microsoft Excel, Sales Operations, Strategic Communications, Strategic Financial..., QuickBooks, Financial Reporting, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Teamwork
Education
Penn State University 2012 — 2016
Finance, Minor in International Business
Michael Aversa's International Planning Alliance Experience September 2008 - September 2009
Job Associate at EisnerAmper Wealth Management and Corporate Benefits
Industry Financial Services
Experience
EisnerAmper Wealth Management & Corporate Benefits October 2011 - Present
Amper Financial Services September 2009 - October 2011
International Planning Alliance September 2008 - September 2009
Skills
Marketing, PowerPoint, Insurance, Customer Service, Networking, Microsoft Office, Leadership, Sales, Microsoft Excel, Time Management, Account Management, Social Networking, Analysis, Outlook, Social Media, Accounting, Management
Education
Seton Hall University 2004 — 2008
BS Business Administration, Sports Management/Marketing
EisnerAmper Wealth Management & Corporate Benefits October 2011 - Present
Amper Financial Services September 2009 - October 2011
International Planning Alliance September 2008 - September 2009
Skills
Marketing, PowerPoint, Insurance, Customer Service, Networking, Microsoft Office, Leadership, Sales, Microsoft Excel, Time Management, Account Management, Social Networking, Analysis, Outlook, Social Media, Accounting, Management
Education
Seton Hall University 2004 — 2008
BS Business Administration, Sports Management/Marketing
John Fortunato John Fortunato's International Planning Alliance Experience January 2008 - December 2009
Job Field Service Engineer at Thermo Fisher Scientific
Industry Biotechnology
Experience
Thermo Fisher Scientific January 2010 - Present
International Planning Alliance January 2008 - December 2009
Education
Monmouth University 2004 — 2008
BS, Marketing
Thermo Fisher Scientific January 2010 - Present
International Planning Alliance January 2008 - December 2009
Education
Monmouth University 2004 — 2008
BS, Marketing
Evan Daly's International Planning Alliance Experience July 2012 - Present
Job Independent Broker at International Planning Alliance
Industry Financial Services
Experience
International Planning Alliance July 2012 - Present
UPS February 2008 - January 2010
Skills
Disability Insurance, Microsoft Excel, Customer Service, Sales, PowerPoint, Marketing, Microsoft Word, Management, Insurance, Leadership, Public Speaking
Education
Ramapo College of New Jersey 2006 — 2010
Bachelor of Science (B.S.), Finance, General
International Planning Alliance July 2012 - Present
UPS February 2008 - January 2010
Skills
Disability Insurance, Microsoft Excel, Customer Service, Sales, PowerPoint, Marketing, Microsoft Word, Management, Insurance, Leadership, Public Speaking
Education
Ramapo College of New Jersey 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Jeffrey Appelson Jeffrey Appelson's International Planning Alliance Experience June 2011 - June 2012
Job Payroll Sales Consultant at Paychex
Industry Human Resources
Experience
Paychex August 2013 - Present
In Home Personal Training LLC by Matthew Locascio February 2013 - November 2013
The College of New Jersey January 2009 - May 2013
Bai Brands October 2012 - March 2013
International Planning Alliance June 2011 - June 2012
Comcast-Spectacor August 2010 - December 2010
Skills
Marketing, Sales, Goal Oriented, Highly self-motivated, Eagerness to Learn, Communication, Building Relationships, Networking, Coachable, Cold Calling, Social Media, Event Planning, Personal Training, PowerPoint, Microsoft Office, Public Speaking, Salesforce.com, Microsoft Excel, Customer Service
Education
The College of New Jersey - (formerly Trenton State College) 2009 — 2013
Bachelor of Science (B.S.), Marketing
Mercer County Community College
Bachelor's of Science, Marketing
Mercer County Vocational School
Electrical Construction
Paychex August 2013 - Present
In Home Personal Training LLC by Matthew Locascio February 2013 - November 2013
The College of New Jersey January 2009 - May 2013
Bai Brands October 2012 - March 2013
International Planning Alliance June 2011 - June 2012
Comcast-Spectacor August 2010 - December 2010
Skills
Marketing, Sales, Goal Oriented, Highly self-motivated, Eagerness to Learn, Communication, Building Relationships, Networking, Coachable, Cold Calling, Social Media, Event Planning, Personal Training, PowerPoint, Microsoft Office, Public Speaking, Salesforce.com, Microsoft Excel, Customer Service
Education
The College of New Jersey - (formerly Trenton State College) 2009 — 2013
Bachelor of Science (B.S.), Marketing
Mercer County Community College
Bachelor's of Science, Marketing
Mercer County Vocational School
Electrical Construction
Jeff Dunst,CLU,ChFC,CLTC's International Planning Alliance Experience September 1991 - Present
Job Sales at International Planning Alliance
Industry Insurance
Experience
International Planning Alliance September 1991 - Present
Education
Bradley University 1969 — 1973
International Planning Alliance September 1991 - Present
Education
Bradley University 1969 — 1973
Mildred Espaillat's International Planning Alliance Experience April 2007 - January 2008
Job Office Assistant at Latinos Unidos Record Pool
Industry Financial Services
Experience
Walt Disney World August 2014 - November 2014
Latinos Unidos Record Pool January 2011 - August 2014
The Tarpey Group LLC January 2008 - February 2011
International Planning Alliance April 2007 - January 2008
Marchionda & Ferrer, PA August 2003 - April 2007
AXA Advisors August 2002 - August 2003
AXA Equitable April 1998 - October 2001
Skills
Insurance, Employee Benefits, Accounting, Strategic Financial..., Auditing, Finance
Education
New Jersey City University 1991 — 1996
BS, Business Management
Colegio Sagrado Corazon de Jesus 1987 — 1990
Walt Disney World August 2014 - November 2014
Latinos Unidos Record Pool January 2011 - August 2014
The Tarpey Group LLC January 2008 - February 2011
International Planning Alliance April 2007 - January 2008
Marchionda & Ferrer, PA August 2003 - April 2007
AXA Advisors August 2002 - August 2003
AXA Equitable April 1998 - October 2001
Skills
Insurance, Employee Benefits, Accounting, Strategic Financial..., Auditing, Finance
Education
New Jersey City University 1991 — 1996
BS, Business Management
Colegio Sagrado Corazon de Jesus 1987 — 1990
Ruth Laugois's International Planning Alliance Experience 1992 - 2004
Job Internal Wholesaler
Industry Insurance
Experience
Raymond James Financial Inc. June 2014 - Present
TechHealth / One Call Care Management 2012 - 2014
TechHealth 2009 - 2012
MetLife 2007 - 2009
International Planning Alliance 1992 - 2004
Home Life Insurance Company 1984 - 1990
Skills
Workers Compensation, Fixed Annuities, Sales Operations, Marketing, Disability Insurance, Insurance, CRM, Sales Presentations, Sales, Salesforce.com, Medicaid, Healthcare, Customer Service, Managed Care, Account Management, Claim, Team Building, Underwriting, Management, Leadership, Life Insurance, Health Insurance, Training, Employee Benefits, Cold Calling, Medicare, Customer Retention, Claims Management, Provider Relations, Process Improvement, Property & Casualty..., Long-term Care
Education
Union County College
Business Administration
American Institute for Paralegal Studies
Paralegal
Raymond James Financial Inc. June 2014 - Present
TechHealth / One Call Care Management 2012 - 2014
TechHealth 2009 - 2012
MetLife 2007 - 2009
International Planning Alliance 1992 - 2004
Home Life Insurance Company 1984 - 1990
Skills
Workers Compensation, Fixed Annuities, Sales Operations, Marketing, Disability Insurance, Insurance, CRM, Sales Presentations, Sales, Salesforce.com, Medicaid, Healthcare, Customer Service, Managed Care, Account Management, Claim, Team Building, Underwriting, Management, Leadership, Life Insurance, Health Insurance, Training, Employee Benefits, Cold Calling, Medicare, Customer Retention, Claims Management, Provider Relations, Process Improvement, Property & Casualty..., Long-term Care
Education
Union County College
Business Administration
American Institute for Paralegal Studies
Paralegal
Caralee Zupa's International Planning Alliance Experience March 2009 - March 2010
Job Nursing Home Administrator
Industry Hospital & Health Care
Experience
CareOne Management LLC February 2014 - Present
CentraState Healthcare System October 2013 - February 2014
CentraState Healthcare System July 2013 - January 2014
CentraState Healthcare System March 2012 - July 2013
CentraState Healthcare System March 2012 - February 2013
CentraState Healthcare System December 2010 - May 2012
International Planning Alliance March 2009 - March 2010
Skills
Employee Relations, Human Resources, Consulting, Economics, Employee Recognition, Healthcare, Healthcare Management, Hospitals, Strategic Planning, Event Planning, Marketing, Non-profits, Fundraising, Project Management, Public Speaking, Healthcare Information..., Recruiting, Process Improvement, PowerPoint, Social Media, Budgets, HIPAA, Medicare, Healthcare Industry, Elder Care, Community Outreach, Long-term Care, Medicaid, Home Care, Rehabilitation, Customer Service, Data Analysis, EHR, EMR, Nonprofits, Physician Relations, Research, Training, Leadership, Team Building, Managed Care, Healthcare Consulting, CPR Certified, Program Development, Microsoft Excel, Policy
Education
Seton Hall University 2010 — 2012
MHA, Masters in Healthcare Administration
Rutgers University-New Brunswick 2006 — 2010
BACHELORS OF ARTS, ECONOMICS
Freehold Township High School
CareOne Management LLC February 2014 - Present
CentraState Healthcare System October 2013 - February 2014
CentraState Healthcare System July 2013 - January 2014
CentraState Healthcare System March 2012 - July 2013
CentraState Healthcare System March 2012 - February 2013
CentraState Healthcare System December 2010 - May 2012
International Planning Alliance March 2009 - March 2010
Skills
Employee Relations, Human Resources, Consulting, Economics, Employee Recognition, Healthcare, Healthcare Management, Hospitals, Strategic Planning, Event Planning, Marketing, Non-profits, Fundraising, Project Management, Public Speaking, Healthcare Information..., Recruiting, Process Improvement, PowerPoint, Social Media, Budgets, HIPAA, Medicare, Healthcare Industry, Elder Care, Community Outreach, Long-term Care, Medicaid, Home Care, Rehabilitation, Customer Service, Data Analysis, EHR, EMR, Nonprofits, Physician Relations, Research, Training, Leadership, Team Building, Managed Care, Healthcare Consulting, CPR Certified, Program Development, Microsoft Excel, Policy
Education
Seton Hall University 2010 — 2012
MHA, Masters in Healthcare Administration
Rutgers University-New Brunswick 2006 — 2010
BACHELORS OF ARTS, ECONOMICS
Freehold Township High School
Ian Croggon's International Planning Alliance Experience 2003 - 2005
Job Controller
Industry Hospitality
Experience
Sheraton Suites Wilmington August 2015 - Present
YWCA of Bucks County January 2014 - August 2015
MinSec Properties, LLC October 2012 - June 2013
Peddler's Village August 2011 - February 2012
Mt Arlington Corporate Center January 2009 - January 2011
Prudential Real Estate Investors September 2006 - 2008
The Palace Conference Center at Somerset Park 2005 - 2006
International Planning Alliance 2003 - 2005
NECA December 1997 - June 2002
Dolce Hotels & Resorts March 1995 - December 1997
Skills
Financial Reporting, General Ledger, Journal Entries, Process Improvement, Variance Analysis, Cash Flow Management, Accounting, Payroll, GAAP, Budgeting, Quickbooks, US GAAP, Revenue Recognition, Account Reconciliation, Financial Statements, Fixed Assets, Budgets, Forecasting, Financial Modeling, Accounts Payable, Cash Flow, Accounts Receivable, Finance, Bank Reconciliation, Internal Controls, Internal Audit, Consolidation, Microsoft Excel, Hospitality Management
Education
Dominican College of Blauvelt
BS
Johnson & Wales University
BS
Sheraton Suites Wilmington August 2015 - Present
YWCA of Bucks County January 2014 - August 2015
MinSec Properties, LLC October 2012 - June 2013
Peddler's Village August 2011 - February 2012
Mt Arlington Corporate Center January 2009 - January 2011
Prudential Real Estate Investors September 2006 - 2008
The Palace Conference Center at Somerset Park 2005 - 2006
International Planning Alliance 2003 - 2005
NECA December 1997 - June 2002
Dolce Hotels & Resorts March 1995 - December 1997
Skills
Financial Reporting, General Ledger, Journal Entries, Process Improvement, Variance Analysis, Cash Flow Management, Accounting, Payroll, GAAP, Budgeting, Quickbooks, US GAAP, Revenue Recognition, Account Reconciliation, Financial Statements, Fixed Assets, Budgets, Forecasting, Financial Modeling, Accounts Payable, Cash Flow, Accounts Receivable, Finance, Bank Reconciliation, Internal Controls, Internal Audit, Consolidation, Microsoft Excel, Hospitality Management
Education
Dominican College of Blauvelt
BS
Johnson & Wales University
BS
Jason Halulka's International Planning Alliance Experience September 2010 - December 2010
Job Project Specialist at Grohe
Industry Building Materials
Experience
Grohe September 2013 - Present
Comrise January 2011 - September 2013
Comrise January 2011 - September 2013
Comrise January 2011 - September 2013
Sunglass Hut March 2007 - March 2011
International Planning Alliance September 2010 - December 2010
Silkworth Salsa January 2009 - May 2009
Skills
Screening Resumes, Interviews, Screening, SDLC, Management, Employee Relations, Applicant Tracking..., Onboarding, Vendor Management, Benefits Negotiation, Account Management, Talent Management, Contract Management, Spreadsheets, Microsoft Excel, SAP, Project Management, SAP CRM, SAP BW, Pricing Analysis, Training & Development
Education
Monmouth University 2005 — 2009
Bachelor of Science (B.S.)
Macquarie University 2008 — 2008
Grohe September 2013 - Present
Comrise January 2011 - September 2013
Comrise January 2011 - September 2013
Comrise January 2011 - September 2013
Sunglass Hut March 2007 - March 2011
International Planning Alliance September 2010 - December 2010
Silkworth Salsa January 2009 - May 2009
Skills
Screening Resumes, Interviews, Screening, SDLC, Management, Employee Relations, Applicant Tracking..., Onboarding, Vendor Management, Benefits Negotiation, Account Management, Talent Management, Contract Management, Spreadsheets, Microsoft Excel, SAP, Project Management, SAP CRM, SAP BW, Pricing Analysis, Training & Development
Education
Monmouth University 2005 — 2009
Bachelor of Science (B.S.)
Macquarie University 2008 — 2008
Marc Tomo's International Planning Alliance Experience December 2010 - Present
Job Financial Representative at International Planning Alliance
Industry Financial Services
Experience
International Planning Alliance December 2010 - Present
Education
Monmouth University
BS, Business
International Planning Alliance December 2010 - Present
Education
Monmouth University
BS, Business
Joseph Femia's International Planning Alliance Experience January 2013 - Present
Job Business, Insurance, and Estate Planning
Industry Financial Services
Experience
International Planning Alliance January 2013 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's degree, Economics
International Planning Alliance January 2013 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's degree, Economics