M3 Financial
Industry: Insurance company
DescriptionFounded: 2007 Parent organization: Simplicity Financial Marketing Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportM3 Financial, IncDirections Saved (0) Saved Save Financial consultant in New York City, New York Address: 85 Broad St, New York, NY 10004 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–6PMTuesday9AM–6PMWednesday9AM–6PMThursday9AM–6PMFriday9AM–6PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 308-5555: Category: : : Place name: : Website: : : Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of M3 Financial, Inc Posting publicly on the Web Write a review Reviews Be the first to review
M3 Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at M3 Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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M3 Financial Employees
Employee
Years
Job
Industry
Sarah Burd Sarah Burd's M3 Financial Experience December 2014 - Present
Job Marketing and Brand Manager at M3 Financial
Industry Marketing and Advertising
Experience
M3 Financial December 2014 - Present
Computer Blue Technologies August 2013 - February 2015
iCAN-Global June 2012 - February 2015
National Organization for Women - NYC February 2012 - May 2012
iCANny July 2011 - April 2012
Center for Community Engagement and Service Learning (CCESL) January 2011 - May 2011
Skills
Social Media, Event Planning, Editing, Microsoft Office, Constant Contact, Email Marketing, Entrepreneurship, Social Media Marketing, Social Networking, Event Management, Marketing
Education
Hobart and William Smith Colleges 2007 — 2011
B.A. in Sociology; Double Minor in English and Women's Studies
Advanced Studies in England
Sociology, English, Women's Studies
M3 Financial December 2014 - Present
Computer Blue Technologies August 2013 - February 2015
iCAN-Global June 2012 - February 2015
National Organization for Women - NYC February 2012 - May 2012
iCANny July 2011 - April 2012
Center for Community Engagement and Service Learning (CCESL) January 2011 - May 2011
Skills
Social Media, Event Planning, Editing, Microsoft Office, Constant Contact, Email Marketing, Entrepreneurship, Social Media Marketing, Social Networking, Event Management, Marketing
Education
Hobart and William Smith Colleges 2007 — 2011
B.A. in Sociology; Double Minor in English and Women's Studies
Advanced Studies in England
Sociology, English, Women's Studies
Kevin Mulvehill Kevin Mulvehill's M3 Financial Experience November 2013 - November 2014
Job Regional Wholesaler at Annuity Marketing Services
Industry Financial Services
Experience
Annuity Marketing Services January 2015 - Present
M3 Financial November 2013 - November 2014
Genworth Financial January 2013 - August 2013
Midwood Financial August 2010 - December 2012
MetLife January 2010 - August 2010
Genworth Financial October 2002 - July 2009
TD Waterhouse June 1995 - September 2002
Skills
Sales Management, Sales Presentations, Hold Series 7, Life Insurance, Long Term Care Insurance, Annuity Sales, Financial Services, Wholesale, Territory..., Insurance, Derivatives, Relationship Management, CLTC, Structured Products, Series 63, Mutual Funds, Fixed Annuities, Retirement, Investments, Financial Advisory, Variable Annuities, Retirement Planning
Education
Providence College 1991 — 1995
Bachelor of Arts (B.A.), History
Fairfield Preparatory School 1987 — 1991
Annuity Marketing Services January 2015 - Present
M3 Financial November 2013 - November 2014
Genworth Financial January 2013 - August 2013
Midwood Financial August 2010 - December 2012
MetLife January 2010 - August 2010
Genworth Financial October 2002 - July 2009
TD Waterhouse June 1995 - September 2002
Skills
Sales Management, Sales Presentations, Hold Series 7, Life Insurance, Long Term Care Insurance, Annuity Sales, Financial Services, Wholesale, Territory..., Insurance, Derivatives, Relationship Management, CLTC, Structured Products, Series 63, Mutual Funds, Fixed Annuities, Retirement, Investments, Financial Advisory, Variable Annuities, Retirement Planning
Education
Providence College 1991 — 1995
Bachelor of Arts (B.A.), History
Fairfield Preparatory School 1987 — 1991
Shaun Valedaserra Shaun Valedaserra's M3 Financial Experience August 2010 - March 2011
Job Sales Professional
Industry Financial Services
Experience
Dish Bar and Grill August 2010 - Present
Co-opportunity, Inc. August 2009 - Present
M3 Financial August 2010 - March 2011
Benistar Administrative Services, Inc. July 2007 - April 2009
Joseph J. Katz and Associates July 2007 - April 2009
The Pettibone Tavern June 2006 - January 2007
Skills
Microsoft Office, Microsoft Excel, Marketing, PowerPoint, Financial Analysis, Finance, Microsoft Word, Social Media, Outlook, Fixed Annuities, Strategic Financial..., Event Management, Sales Management, Public Speaking, Research, QuickBooks, Business Planning, Online Advertising
Education
Central Connecticut State University 2008 — 2010
Bachelors, Finance and Economics Double Major
Manchester Community College 2003 — 2007
Associates, Marketing
Dish Bar and Grill August 2010 - Present
Co-opportunity, Inc. August 2009 - Present
M3 Financial August 2010 - March 2011
Benistar Administrative Services, Inc. July 2007 - April 2009
Joseph J. Katz and Associates July 2007 - April 2009
The Pettibone Tavern June 2006 - January 2007
Skills
Microsoft Office, Microsoft Excel, Marketing, PowerPoint, Financial Analysis, Finance, Microsoft Word, Social Media, Outlook, Fixed Annuities, Strategic Financial..., Event Management, Sales Management, Public Speaking, Research, QuickBooks, Business Planning, Online Advertising
Education
Central Connecticut State University 2008 — 2010
Bachelors, Finance and Economics Double Major
Manchester Community College 2003 — 2007
Associates, Marketing
Andrew Hutcheon Andrew Hutcheon's M3 Financial Experience April 2011 - April 2011
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
M3 Financial April 2011 - April 2011
Recognition, Inc. 2011 - 2011
Skills
PC/MAC Professional, Computer Graphics, Artistic Abilities, Logo Design, Graphics, Image Manipulation, Photography, Flyers, Art Direction, Graphic Design, Adobe Creative Suite, Website Development, Illustrator, Web Design, Layout
Education
Eastern Connecticut State University 2006 — 2010
BA, Digital Arts and Design
Manchester Community College 2011 — 2011
Certificate for web design., Designing for the we using HTML, XHTML, & CSS Levels 1 + 2
M3 Financial April 2011 - April 2011
Recognition, Inc. 2011 - 2011
Skills
PC/MAC Professional, Computer Graphics, Artistic Abilities, Logo Design, Graphics, Image Manipulation, Photography, Flyers, Art Direction, Graphic Design, Adobe Creative Suite, Website Development, Illustrator, Web Design, Layout
Education
Eastern Connecticut State University 2006 — 2010
BA, Digital Arts and Design
Manchester Community College 2011 — 2011
Certificate for web design., Designing for the we using HTML, XHTML, & CSS Levels 1 + 2
William Llamas William Llamas's M3 Financial Experience June 2011 - August 2011
Job Associate Director, Relationship Manager at Greenwich Associates
Industry Financial Services
Experience
Greenwich Associates August 2015 - Present
Greenwich Associates June 2014 - July 2015
Elon University September 2010 - May 2014
Family Centers May 2013 - August 2013
Market America, Inc. May 2012 - August 2012
M3 Financial June 2011 - August 2011
eBay Small Business September 2009 - August 2010
Skills
Facebook, Social Media, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Event Planning, Social Media Marketing, Advertising, Marketing Communications, WordPress, Photoshop, Bloomberg, Relationship Management, Financial Market..., Public Speaking, Leadership, Marketing
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Greenwich Associates August 2015 - Present
Greenwich Associates June 2014 - July 2015
Elon University September 2010 - May 2014
Family Centers May 2013 - August 2013
Market America, Inc. May 2012 - August 2012
M3 Financial June 2011 - August 2011
eBay Small Business September 2009 - August 2010
Skills
Facebook, Social Media, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Event Planning, Social Media Marketing, Advertising, Marketing Communications, WordPress, Photoshop, Bloomberg, Relationship Management, Financial Market..., Public Speaking, Leadership, Marketing
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
PATRICK IVAN PATRICK IVAN's M3 Financial Experience 2014 - 2015
Job Office Manager at Horing Welikson & Rosen, PC
Industry Financial Services
Experience
Horing Welikson & Rosen, PC 2015 - Present
M3 Financial 2014 - 2015
FXFOWLE 2013 - 2014
Leslie E. Robertson Associates 2004 - 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Office Administration, Office Management, Microsoft Word, Outlook, PowerPoint, Event Planning, Social Media, Process Scheduler, Data Entry, Invoicing, Human Resources, Construction Management, Administration, Management, Time Management, Leadership, Marketing, Photoshop, Research, Employee Relations, Interviews, Teamwork, Event Management, Facilities Management, QuickBooks, Contract Negotiation, Budget Management, Professional Conduct, MS Excel Pivot Tables, Communication, Notary Public, Paralegals, Structural Engineering, Facility Relocation, Budgets, Talent Acquisition, Contract Management, Spreadsheets, Strategic Planning, Purchasing, Team Building, Project Management, Hiring, Payroll, Accounts Payable, Employee Benefits, Bookkeeping
Education
Baruch College, City University of New York (CUNY) 2015 — 2019
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Baruch College
Bachelor's of Business Administration, Management
Horing Welikson & Rosen, PC 2015 - Present
M3 Financial 2014 - 2015
FXFOWLE 2013 - 2014
Leslie E. Robertson Associates 2004 - 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Office Administration, Office Management, Microsoft Word, Outlook, PowerPoint, Event Planning, Social Media, Process Scheduler, Data Entry, Invoicing, Human Resources, Construction Management, Administration, Management, Time Management, Leadership, Marketing, Photoshop, Research, Employee Relations, Interviews, Teamwork, Event Management, Facilities Management, QuickBooks, Contract Negotiation, Budget Management, Professional Conduct, MS Excel Pivot Tables, Communication, Notary Public, Paralegals, Structural Engineering, Facility Relocation, Budgets, Talent Acquisition, Contract Management, Spreadsheets, Strategic Planning, Purchasing, Team Building, Project Management, Hiring, Payroll, Accounts Payable, Employee Benefits, Bookkeeping
Education
Baruch College, City University of New York (CUNY) 2015 — 2019
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Baruch College
Bachelor's of Business Administration, Management
Jaie Locke's M3 Financial Experience January 2015 - Present
Job Account Development Wholesaler at M3 Financial
Industry Insurance
Experience
M3 Financial January 2015 - Present
The LOCKE Group, LLC May 2014 - Present
Prudential Financial / Hartford Life January 2012 - April 2014
Capitas Financial November 2009 - December 2011
Lincoln Financial Distributors January 2008 - November 2009
LIME FINANCIAL LTD January 2004 - January 2008
OCEAN WEST FUNDING January 2002 - January 2004
PACIFIC LIFE INSURANCE January 2000 - January 2002
American Skandia January 1997 - March 2000
Skills
Insurance Planning..., Life & Health Insurance..., Territory..., Sales, Sales Management, Insurance Specialist, Client Development, Client Counseling, Insurance, Fixed Annuities, Lead Generation, Marketing, Mortgage Lending, Mutual Funds, Sales Operations, Sales Process, Series 7, Selling, Financial Planners, Strategy, Investments, Training, Life Insurance, Financial Planning
Education
Keene State College 1994 — 1997
Bachelor of Science, Graphic Design
Financial Planning Association of Houston
M3 Financial January 2015 - Present
The LOCKE Group, LLC May 2014 - Present
Prudential Financial / Hartford Life January 2012 - April 2014
Capitas Financial November 2009 - December 2011
Lincoln Financial Distributors January 2008 - November 2009
LIME FINANCIAL LTD January 2004 - January 2008
OCEAN WEST FUNDING January 2002 - January 2004
PACIFIC LIFE INSURANCE January 2000 - January 2002
American Skandia January 1997 - March 2000
Skills
Insurance Planning..., Life & Health Insurance..., Territory..., Sales, Sales Management, Insurance Specialist, Client Development, Client Counseling, Insurance, Fixed Annuities, Lead Generation, Marketing, Mortgage Lending, Mutual Funds, Sales Operations, Sales Process, Series 7, Selling, Financial Planners, Strategy, Investments, Training, Life Insurance, Financial Planning
Education
Keene State College 1994 — 1997
Bachelor of Science, Graphic Design
Financial Planning Association of Houston
Chris Bartolotta's M3 Financial Experience December 2014 - Present
Job Marketing Content Manager at M3 Financial
Industry Financial Services
Experience
M3 Financial December 2014 - Present
M3 Financial September 2010 - December 2014
Skills
Fixed Annuities, Business Case Design, Retirement, Retirement Planning, Series 63, Wealth, Mutual Funds, Financial Planners, Wealth Accumulation, Life Insurance, Finance, IRAs, Strategic Financial..., Financial Planning
Education
Boston University 2004 — 2008
Bachelor's degree, Film/Cinema/Video Studies
M3 Financial December 2014 - Present
M3 Financial September 2010 - December 2014
Skills
Fixed Annuities, Business Case Design, Retirement, Retirement Planning, Series 63, Wealth, Mutual Funds, Financial Planners, Wealth Accumulation, Life Insurance, Finance, IRAs, Strategic Financial..., Financial Planning
Education
Boston University 2004 — 2008
Bachelor's degree, Film/Cinema/Video Studies
Renee Salamone's M3 Financial Experience September 2009 - June 2010
Job Sales and Marketing Coordinator | Department of Occupational Medicine at Middlesex Hospital
Industry Marketing and Advertising
Experience
Middlesex Hospital October 2010 - Present
M3 Financial September 2009 - June 2010
Elliott Insurance Group October 2008 - September 2009
Lincoln Financial Distributors June 2008 - October 2008
Direct Response Media, Inc. March 2006 - August 2006
Skills
Strategic Planning, Public Speaking, Insurance, Management, Competitive Analysis, Email Marketing, Human Resources, CRM, Trade Shows, Business Development, Market Planning, Sales, Account Management, Microsoft Word, Healthcare, Social Media, Social Media Marketing, Cold Calling, Training, Marketing Communications, Marketing Strategy
Education
Drexel University 2005 — 2008
Bachelor of Science, Business and Marketing
Drexel University March 2008 2004 — 2008
Bachelor of Science, Business Administration; Marketing
Thomaston High School
Middlesex Hospital October 2010 - Present
M3 Financial September 2009 - June 2010
Elliott Insurance Group October 2008 - September 2009
Lincoln Financial Distributors June 2008 - October 2008
Direct Response Media, Inc. March 2006 - August 2006
Skills
Strategic Planning, Public Speaking, Insurance, Management, Competitive Analysis, Email Marketing, Human Resources, CRM, Trade Shows, Business Development, Market Planning, Sales, Account Management, Microsoft Word, Healthcare, Social Media, Social Media Marketing, Cold Calling, Training, Marketing Communications, Marketing Strategy
Education
Drexel University 2005 — 2008
Bachelor of Science, Business and Marketing
Drexel University March 2008 2004 — 2008
Bachelor of Science, Business Administration; Marketing
Thomaston High School
Jarrod Fisher Jarrod Fisher's M3 Financial Experience November 2010 - Present
Job National Sales Director
Industry Financial Services
Experience
M3 Financial November 2010 - Present
Atlantic Financial January 2008 - November 2010
WPI International November 2004 - January 2008
Absolute Mortgage April 2001 - November 2004
American Skandia 1999 - 2001
Starter Corporation 1998 - 1999
Skills
Contract Negotiation, Operations Management, Business Development, Key Account Management, Product Marketing, Fixed Annuities, Strategic Financial..., Sales, Sales Management, Retirement Income..., 401k, Disability Insurance, Entrepreneurship, Finance, Financial Advisory, Financial Services, Insurance, Investments, Leadership, Life Insurance, Marketing, Mutual Funds, New Business Development, Real Estate, Relationship Management, Retirement, Retirement Planning, Sales Presentations, Start-ups, Strategic Partnerships, Strategic Planning, Variable Annuities
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor's degree, Sport Management
Newington High School 1990 — 1994
M3 Financial November 2010 - Present
Atlantic Financial January 2008 - November 2010
WPI International November 2004 - January 2008
Absolute Mortgage April 2001 - November 2004
American Skandia 1999 - 2001
Starter Corporation 1998 - 1999
Skills
Contract Negotiation, Operations Management, Business Development, Key Account Management, Product Marketing, Fixed Annuities, Strategic Financial..., Sales, Sales Management, Retirement Income..., 401k, Disability Insurance, Entrepreneurship, Finance, Financial Advisory, Financial Services, Insurance, Investments, Leadership, Life Insurance, Marketing, Mutual Funds, New Business Development, Real Estate, Relationship Management, Retirement, Retirement Planning, Sales Presentations, Start-ups, Strategic Partnerships, Strategic Planning, Variable Annuities
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor's degree, Sport Management
Newington High School 1990 — 1994
Michael Winters's M3 Financial Experience September 2013 - June 2015
Job Vice President of Business Development at Four Seasons Financial Group
Industry Financial Services
Experience
Four Seasons Financial Group Inc. August 2015 - Present
M3 Financial September 2013 - June 2015
Gentry Partners, Ltd. July 2006 - September 2013
Coventry First, LLC 2003 - April 2006
Lincoln Financial Distributors 2001 - 2003
First Union 1997 - 2001
Skills
Life Insurance, Fixed Annuities, Investments, Retirement Planning, Insurance, Disability Insurance, Strategic Financial..., Term Life Insurance, Underwriting, Long Term Care Insurance, Estate Planning, Retirement, Alternative Investments, Financial Planning, Finance, Portfolio Management
Education
Loyola College in Maryland 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Four Seasons Financial Group Inc. August 2015 - Present
M3 Financial September 2013 - June 2015
Gentry Partners, Ltd. July 2006 - September 2013
Coventry First, LLC 2003 - April 2006
Lincoln Financial Distributors 2001 - 2003
First Union 1997 - 2001
Skills
Life Insurance, Fixed Annuities, Investments, Retirement Planning, Insurance, Disability Insurance, Strategic Financial..., Term Life Insurance, Underwriting, Long Term Care Insurance, Estate Planning, Retirement, Alternative Investments, Financial Planning, Finance, Portfolio Management
Education
Loyola College in Maryland 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Larry Smith's M3 Financial Experience January 2013 - June 2013
Job Owner, Start Breaking The Cycle. Motivational Speaking and Professional Training and Coaching
Industry Professional Training & Coaching
Experience
Start Breaking The Cycle June 2013 - Present
M3 Financial January 2013 - June 2013
Aptus Marketing October 2012 - January 2013
Allianz Life Financial Services June 2007 - October 2012
Qwest September 2003 - June 2007
Foot Locker March 2002 - September 2003
Gilfillan Center April 2001 - September 2003
Skills
Cold Calling, Consultative Selling, Direct Sales, Sales Process, Customer Satisfaction, Sales Presentations, Motivational Speaking, Customer Service, Training, Sales Operations, Selling, Sales, Public Speaking, Lead Generation, Coaching, Competitive Analysis, Management, Fixed Annuities, Series 6, Sales Management
Education
Bemidji State University 1998 — 2003
Bachelor of Science, Criminal Justice
Minneapolis Community and Technical College
Start Breaking The Cycle June 2013 - Present
M3 Financial January 2013 - June 2013
Aptus Marketing October 2012 - January 2013
Allianz Life Financial Services June 2007 - October 2012
Qwest September 2003 - June 2007
Foot Locker March 2002 - September 2003
Gilfillan Center April 2001 - September 2003
Skills
Cold Calling, Consultative Selling, Direct Sales, Sales Process, Customer Satisfaction, Sales Presentations, Motivational Speaking, Customer Service, Training, Sales Operations, Selling, Sales, Public Speaking, Lead Generation, Coaching, Competitive Analysis, Management, Fixed Annuities, Series 6, Sales Management
Education
Bemidji State University 1998 — 2003
Bachelor of Science, Criminal Justice
Minneapolis Community and Technical College
Blake Prete's M3 Financial Experience March 2012 - Present
Job Business Development at M3 Financial
Industry Financial Services
Experience
M3 Financial March 2012 - Present
UBS Financial Services January 2010 - May 2010
Skills
Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Sales, Finance, Fixed Income, Relationship Management, Strategic Financial..., Retirement, Series 63, Life Insurance, Equities, Indexed Annuities, Equity Indexed Annuities, Uniform Combined State..., Strategic Planning, Wealth, College Savings Plans, Series 6, Brokers, Financial Planning, Customer Service, Wealth Management
Education
University of Connecticut 2007 — 2010
BA, Economics
Plymouth State University 2006 — 2007
Finance
M3 Financial March 2012 - Present
UBS Financial Services January 2010 - May 2010
Skills
Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Sales, Finance, Fixed Income, Relationship Management, Strategic Financial..., Retirement, Series 63, Life Insurance, Equities, Indexed Annuities, Equity Indexed Annuities, Uniform Combined State..., Strategic Planning, Wealth, College Savings Plans, Series 6, Brokers, Financial Planning, Customer Service, Wealth Management
Education
University of Connecticut 2007 — 2010
BA, Economics
Plymouth State University 2006 — 2007
Finance
Erin Petrunti's M3 Financial Experience November 2007 - December 2009
Job Senior Producer Licensing Analyst, North American Legal & Compliance Group
Industry Financial Services
Experience
Allied World April 2013 - Present
AXA Equitable 2010 - April 2013
M3 Financial November 2007 - December 2009
Professional Investors Life & Annuity June 2002 - August 2007
Skills
Notary Public, Insurance, Customer Service, Life Insurance, Microsoft Excel, Management, Leadership, Underwriting, Microsoft Office, Licensing
Education
University of Hartford 2000 — 2001
Physical Therapy/Business Management
Briarwood College 1998 — 2000
Associate's degree, Business Administration, Management and Operations
Allied World April 2013 - Present
AXA Equitable 2010 - April 2013
M3 Financial November 2007 - December 2009
Professional Investors Life & Annuity June 2002 - August 2007
Skills
Notary Public, Insurance, Customer Service, Life Insurance, Microsoft Excel, Management, Leadership, Underwriting, Microsoft Office, Licensing
Education
University of Hartford 2000 — 2001
Physical Therapy/Business Management
Briarwood College 1998 — 2000
Associate's degree, Business Administration, Management and Operations
Karolina Hess's M3 Financial Experience January 2008 - Present
Job Compensation Manager at M3 Financial
Industry Financial Services
Experience
Samadhi Yoga Studio March 2013 - Present
M3 Financial January 2008 - Present
GBS Insurance & Financial Services March 2006 - April 2007
Skills
Compensation Structures, Compliance, Sales Commissions, Insurance Brokerage, Managing Project Budgets, Marketing Communications, Bookkeeping, Payroll Services, Office Management, Customer Service, Microsoft Office, Mac OS
Education
University of Hartford 2010 — 2014
Master of Business Administration (MBA)
Samadhi Yoga Studio March 2013 - Present
M3 Financial January 2008 - Present
GBS Insurance & Financial Services March 2006 - April 2007
Skills
Compensation Structures, Compliance, Sales Commissions, Insurance Brokerage, Managing Project Budgets, Marketing Communications, Bookkeeping, Payroll Services, Office Management, Customer Service, Microsoft Office, Mac OS
Education
University of Hartford 2010 — 2014
Master of Business Administration (MBA)
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