MANULIFE WOOD LOGAN
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MANULIFE WOOD LOGAN Employees
Employee
Years
Job
Industry
Eileen Mercado Eileen Mercado's MANULIFE WOOD LOGAN Experience June 2003 - March 2004
Job Available: Administrative Assistant
Industry Executive Office
Experience
Staffing Agencies throughout Tampa Metro Area October 2014 - Present
Oasis Staffing May 2013 - November 2013
Pitney Bowes July 2005 - September 2010
Monroe Staffing Services December 2004 - July 2005
Ameritx September 2004 - December 2004
Medelco Inc March 2004 - May 2004
Manulife Wood Logan June 2003 - March 2004
The McIntyre Group November 2002 - April 2003
Sanford C. Bernstein March 1996 - March 2002
Skills
Excel, Customer Relations, Word, Customer Service, Outlook, Budgeting, Process Improvement, FileMaker, bilingual - spanish, Budgets, Microsoft Word, Access, Microsoft Excel, Team Building, Microsoft Office, Employee Relations, Team Leadership, PeopleSoft, Time Management, Management, Leadership, Training, Human Resources
Education
Pasco Hernando State College 2014 — 2016
Associate of Arts (A.A.), Business Administration and Management, General
University of Bridgeport 2008 — 2008
Business Administration
NY Bilingual Institute 1993 — 1993
Accounting Clerk
Bronx Community College 1987 — 1988
Accounting
Staffing Agencies throughout Tampa Metro Area October 2014 - Present
Oasis Staffing May 2013 - November 2013
Pitney Bowes July 2005 - September 2010
Monroe Staffing Services December 2004 - July 2005
Ameritx September 2004 - December 2004
Medelco Inc March 2004 - May 2004
Manulife Wood Logan June 2003 - March 2004
The McIntyre Group November 2002 - April 2003
Sanford C. Bernstein March 1996 - March 2002
Skills
Excel, Customer Relations, Word, Customer Service, Outlook, Budgeting, Process Improvement, FileMaker, bilingual - spanish, Budgets, Microsoft Word, Access, Microsoft Excel, Team Building, Microsoft Office, Employee Relations, Team Leadership, PeopleSoft, Time Management, Management, Leadership, Training, Human Resources
Education
Pasco Hernando State College 2014 — 2016
Associate of Arts (A.A.), Business Administration and Management, General
University of Bridgeport 2008 — 2008
Business Administration
NY Bilingual Institute 1993 — 1993
Accounting Clerk
Bronx Community College 1987 — 1988
Accounting
Patrick J. Fitzsimons, CIMA® Patrick J. Fitzsimons, CIMA®'s MANULIFE WOOD LOGAN Experience 2001 - 2001
Job Vice President/Managing Regional Director at Natixis Asset Management Global Advisors
Industry Financial Services
Experience
Natixis Global Asset Management 2007 - Present
Natixis Global Asset Management 2005 - 2007
Natixis Global Asset Management 2003 - 2005
Keyport/Sun Life Financial 2002 - 2003
Manulife Wood Logan 2001 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Series 7, Asset Allocation, Alternative Investments, Hedge Funds, Portfolio Optimization, Fixed Income Analysis, Sales Presentations, Sales & Marketing..., Financial Markets, Certified Investment..., Series 63, Series 6, Investment Management, Managed Futures, Portfolio Assessment
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.) Candidate
Babson College 1998 — 2002
Finance & Investments
Monash University 2000 — 2001
Economics/International Finance
Natixis Global Asset Management 2007 - Present
Natixis Global Asset Management 2005 - 2007
Natixis Global Asset Management 2003 - 2005
Keyport/Sun Life Financial 2002 - 2003
Manulife Wood Logan 2001 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Series 7, Asset Allocation, Alternative Investments, Hedge Funds, Portfolio Optimization, Fixed Income Analysis, Sales Presentations, Sales & Marketing..., Financial Markets, Certified Investment..., Series 63, Series 6, Investment Management, Managed Futures, Portfolio Assessment
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.) Candidate
Babson College 1998 — 2002
Finance & Investments
Monash University 2000 — 2001
Economics/International Finance
Dan Wice Dan Wice's MANULIFE WOOD LOGAN Experience 1994 - 2005
Job Insurance, Estate and Retirement Planning Specialist
Industry Financial Services
Experience
American Business October 2013 - Present
Meridian Risk Management Inc. July 2012 - Present
The Prudential Insurance Company of America September 2009 - July 2012
Prudential Financial March 2005 - September 2009
John Hancock 2001 - 2005
Manulife Wood Logan 1994 - 2005
Skills
Insurance, Life Insurance, Risk Management, Long-term Care, Disability Insurance, Fixed Annuities, Retirement Planning, Finance, Series 63, Estate Planning, Retirement, Training, Series 7, Investments, Wealth Management, FINRA, Variable Annuities, Financial Services, Securities, Asset Allocation, Series 6
Education
Clark University 1985 — 1989
BA, Economics
Bloomfield High School 1982 — 1985
American Business October 2013 - Present
Meridian Risk Management Inc. July 2012 - Present
The Prudential Insurance Company of America September 2009 - July 2012
Prudential Financial March 2005 - September 2009
John Hancock 2001 - 2005
Manulife Wood Logan 1994 - 2005
Skills
Insurance, Life Insurance, Risk Management, Long-term Care, Disability Insurance, Fixed Annuities, Retirement Planning, Finance, Series 63, Estate Planning, Retirement, Training, Series 7, Investments, Wealth Management, FINRA, Variable Annuities, Financial Services, Securities, Asset Allocation, Series 6
Education
Clark University 1985 — 1989
BA, Economics
Bloomfield High School 1982 — 1985
Scott McIntyre Scott McIntyre's MANULIFE WOOD LOGAN Experience April 2000 - December 2002
Job Senior Vice President at Cole Capital
Industry Financial Services
Experience
Cole Capital June 2014 - Present
KBS-Capital Markets Group February 2011 - May 2014
Sun Life Financial April 2005 - February 2012
VANTAGE ADVISOR GROUP December 2003 - April 2005
FISHER INVESTMENTS, INC December 2002 - December 2003
MANULIFE WOOD LOGAN April 2000 - December 2002
UnumPROVIDENT January 1989 - April 2000
UnumProvident January 1989 - April 2000
MATTHEW BENDER COMPANY January 1988 - January 1989
Skills
Presenter, Marketing, Wholesaling, Variable Annuity, Insurance, Sales Management, CPA, Self Starter, Entrepreneur, Series 7, Fixed Annuities, Retirement Planning, Mutual Funds, Entrepreneurship, Wholesale, Separately Managed..., Employee Benefits, Retirement
Education
Shippensburg University of Pennsylvania
BSBA, Business Administration - Accounting
Cole Capital June 2014 - Present
KBS-Capital Markets Group February 2011 - May 2014
Sun Life Financial April 2005 - February 2012
VANTAGE ADVISOR GROUP December 2003 - April 2005
FISHER INVESTMENTS, INC December 2002 - December 2003
MANULIFE WOOD LOGAN April 2000 - December 2002
UnumPROVIDENT January 1989 - April 2000
UnumProvident January 1989 - April 2000
MATTHEW BENDER COMPANY January 1988 - January 1989
Skills
Presenter, Marketing, Wholesaling, Variable Annuity, Insurance, Sales Management, CPA, Self Starter, Entrepreneur, Series 7, Fixed Annuities, Retirement Planning, Mutual Funds, Entrepreneurship, Wholesale, Separately Managed..., Employee Benefits, Retirement
Education
Shippensburg University of Pennsylvania
BSBA, Business Administration - Accounting
Elizabeth Lanahan Elizabeth Lanahan's MANULIFE WOOD LOGAN Experience February 2000 - August 2003
Job Associate Vice President, Strategic Relationship Management at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2008 - Present
Prudential Financial February 2006 - April 2008
Tartan C&C Yachts of Rowayton September 2004 - February 2006
Manulife Wood Logan February 2000 - August 2003
Skills
Sales Management, Business Development, Sales, Business Strategy, Retirement Planning, Relationship Management, Variable Annuities, CRM, Investments, Fixed Annuities, Sales Process, Strategy, Strategic Partnerships, Leadership, Business Planning, Management, Sales Operations
Education
Clemson University 1995 — 1999
Bachelor of Science, Financial Management; International Finance
Darien High School 1991 — 1995
Prudential Financial April 2008 - Present
Prudential Financial February 2006 - April 2008
Tartan C&C Yachts of Rowayton September 2004 - February 2006
Manulife Wood Logan February 2000 - August 2003
Skills
Sales Management, Business Development, Sales, Business Strategy, Retirement Planning, Relationship Management, Variable Annuities, CRM, Investments, Fixed Annuities, Sales Process, Strategy, Strategic Partnerships, Leadership, Business Planning, Management, Sales Operations
Education
Clemson University 1995 — 1999
Bachelor of Science, Financial Management; International Finance
Darien High School 1991 — 1995
Sam Wallop Sam Wallop's MANULIFE WOOD LOGAN Experience January 2000 - January 2001
Job Enterprise Account Director
Industry Computer Software
Experience
Citrix February 2015 - Present
Workiva January 2014 - February 2015
Invoca June 2013 - January 2014
Citrix Online Services Division July 2010 - June 2013
SOTHEBY'S INTERNATIONAL REALTY January 2005 - July 2011
BOY'S AND GIRL'S CLUB OF SANTA BARBRA, INC 2002 - 2005
MANULIFE WOOD LOGAN January 2000 - January 2001
Skills
Coaching, Selling, Sales, Start-ups, Marketing, Program Management, Real Estate, Sales Process, Teaching, Managing Processes, Managing Partners, Lead Generation, Integrated Marketing, Fundraising, Enterprise Software, Direct Sales, Business Development, Budgets, Analytics, Salesforce.com
Education
University of Massachusetts at Amherst, School of Business
B.A, Small Business Development & Marketing
University of Massachusetts, Amherst 1990 — 1995
Citrix February 2015 - Present
Workiva January 2014 - February 2015
Invoca June 2013 - January 2014
Citrix Online Services Division July 2010 - June 2013
SOTHEBY'S INTERNATIONAL REALTY January 2005 - July 2011
BOY'S AND GIRL'S CLUB OF SANTA BARBRA, INC 2002 - 2005
MANULIFE WOOD LOGAN January 2000 - January 2001
Skills
Coaching, Selling, Sales, Start-ups, Marketing, Program Management, Real Estate, Sales Process, Teaching, Managing Processes, Managing Partners, Lead Generation, Integrated Marketing, Fundraising, Enterprise Software, Direct Sales, Business Development, Budgets, Analytics, Salesforce.com
Education
University of Massachusetts at Amherst, School of Business
B.A, Small Business Development & Marketing
University of Massachusetts, Amherst 1990 — 1995
Joseph Villamagna, MBA Joseph Villamagna, MBA's MANULIFE WOOD LOGAN Experience 1996 - 2004
Job IRA and Retirement plans
Industry Insurance
Experience
J.P. Morgan July 2012 - Present
The Home Depot October 2010 - April 2012
ING USA April 2007 - January 2009
Prudential Financial Co February 2005 - July 2006
AXA Equitable 2006 - 2006
Citigroup Asset Management May 2004 - March 2005
John Hancock, formaly known as Manulife January 1998 - May 2004
manulife wood logan 1996 - 2004
John Hancock, formaly known as Manulife March 1996 - January 1998
MCS Canon August 1989 - March 1993
Skills
Annuity marketing..., educating investment..., Public Speaking, Retirement Solutions, Annuities, Excellent communication..., Goal-oriented, Strong client relations, Strong organizational..., Retirement, Estate Planning, Fixed Annuities, Retirement Planning, Mutual Funds, Investments, IRAs, Variable Annuities, Goal Oriented, Life Insurance, Financial Services, Wealth Management, Sales, 401k, Insurance
Education
Iona College 1995 — 2000
MBA, Finance
Syracuse University 1986 — 1989
BA, General Management & Political Science
Pelham Mem. HS
J.P. Morgan July 2012 - Present
The Home Depot October 2010 - April 2012
ING USA April 2007 - January 2009
Prudential Financial Co February 2005 - July 2006
AXA Equitable 2006 - 2006
Citigroup Asset Management May 2004 - March 2005
John Hancock, formaly known as Manulife January 1998 - May 2004
manulife wood logan 1996 - 2004
John Hancock, formaly known as Manulife March 1996 - January 1998
MCS Canon August 1989 - March 1993
Skills
Annuity marketing..., educating investment..., Public Speaking, Retirement Solutions, Annuities, Excellent communication..., Goal-oriented, Strong client relations, Strong organizational..., Retirement, Estate Planning, Fixed Annuities, Retirement Planning, Mutual Funds, Investments, IRAs, Variable Annuities, Goal Oriented, Life Insurance, Financial Services, Wealth Management, Sales, 401k, Insurance
Education
Iona College 1995 — 2000
MBA, Finance
Syracuse University 1986 — 1989
BA, General Management & Political Science
Pelham Mem. HS
Jim Wellman Jim Wellman's MANULIFE WOOD LOGAN Experience June 2000 - May 2005
Job Individual Consultant
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
Behringer Harvard December 2010 - December 2012
Advanced Marketing Concepts November 2009 - December 2010
Paladin Realty Securities January 2008 - October 2009
Lightstone Securities June 2005 - January 2008
Manulife Wood Logan June 2000 - May 2005
Paul Revere Insurance Group 1993 - 1996
Skills
Series 63, Investments, Fixed Annuities, Mutual Funds, Series 7, Alternative Investments, Asset Managment, Securities, Real Estate, Sales, Insurance, Investment Properties, Dale Carnegie Public..., Asset Management
Education
Ancell School of Business 1996 — 1999
BBA, Accounting and Finance
Eckerd College
Ridley College
TIAA-CREF March 2013 - Present
Behringer Harvard December 2010 - December 2012
Advanced Marketing Concepts November 2009 - December 2010
Paladin Realty Securities January 2008 - October 2009
Lightstone Securities June 2005 - January 2008
Manulife Wood Logan June 2000 - May 2005
Paul Revere Insurance Group 1993 - 1996
Skills
Series 63, Investments, Fixed Annuities, Mutual Funds, Series 7, Alternative Investments, Asset Managment, Securities, Real Estate, Sales, Insurance, Investment Properties, Dale Carnegie Public..., Asset Management
Education
Ancell School of Business 1996 — 1999
BBA, Accounting and Finance
Eckerd College
Ridley College
Jarod Smith Jarod Smith's MANULIFE WOOD LOGAN Experience 1999 - 2002
Job Experienced Brand Change & Commercialization Manager | CPG | Operational Planning | Process Innovation
Industry Wine and Spirits
Experience
Diageo July 2010 - August 2015
Diageo 2006 - 2010
Diageo 2004 - 2005
Diageo 2003 - 2004
Manulife Wood Logan 1999 - 2002
Professional Baseball Player 1995 - 1998
Skills
Management, Strategy, Sales, Business Strategy, Sales Management, Marketing Strategy, Strategic Planning, Project Management, Forecasting, Cross-functional Team..., Customer Service, Brand Development, Brand Management, Change Management, Consumer Package Goods, Wine & Spirits Industry, Financial Planning
Education
University of New Haven 1992 — 1994
Bachelor of Arts (B.A.)
Rockland Community College 1990 — 1992
Associate of Arts (A.A.)
Diageo July 2010 - August 2015
Diageo 2006 - 2010
Diageo 2004 - 2005
Diageo 2003 - 2004
Manulife Wood Logan 1999 - 2002
Professional Baseball Player 1995 - 1998
Skills
Management, Strategy, Sales, Business Strategy, Sales Management, Marketing Strategy, Strategic Planning, Project Management, Forecasting, Cross-functional Team..., Customer Service, Brand Development, Brand Management, Change Management, Consumer Package Goods, Wine & Spirits Industry, Financial Planning
Education
University of New Haven 1992 — 1994
Bachelor of Arts (B.A.)
Rockland Community College 1990 — 1992
Associate of Arts (A.A.)
Veronika Chtchedrina's MANULIFE WOOD LOGAN Experience 1999 - 2005
Job Deputy Director of Marketing and Development at KIT Finance Brokerage Company
Industry Financial Services
Experience
KIT Finance Brokerage Company March 2011 - November 2012
KIT Finance 2008 - October 2010
KIT Finance Investment Bank January 2006 - 2008
John Hancock/Manulife/Wood Logan November 1999 - June 2005
Manulife Wood Logan 1999 - 2005
Manulife Wood Logan (John Hancock) 1999 - 2005
John Hancock 1999 - 2005
Saint Petersburg Stock Exchange 1991 - 1991
Skills
Asset Managment, Equities, Securities, Investment Banking, Derivatives, Financial Services, Trading, Wealth Management, Finance, Investment Management, Leadership, Fixed Income, Investments, Emerging Markets, Financial Markets, Capital Markets, Series 63, Alternative Investments, Hedge Funds, Mutual Funds, Marketing, Retirement Planning, Management, Trading Systems, Asset Management, Insurance
Education
Fairfield University 1997 — 1999
B, Organizational Communication and Mass Media
Fairfield High School 1992 — 1993
KIT Finance Brokerage Company March 2011 - November 2012
KIT Finance 2008 - October 2010
KIT Finance Investment Bank January 2006 - 2008
John Hancock/Manulife/Wood Logan November 1999 - June 2005
Manulife Wood Logan 1999 - 2005
Manulife Wood Logan (John Hancock) 1999 - 2005
John Hancock 1999 - 2005
Saint Petersburg Stock Exchange 1991 - 1991
Skills
Asset Managment, Equities, Securities, Investment Banking, Derivatives, Financial Services, Trading, Wealth Management, Finance, Investment Management, Leadership, Fixed Income, Investments, Emerging Markets, Financial Markets, Capital Markets, Series 63, Alternative Investments, Hedge Funds, Mutual Funds, Marketing, Retirement Planning, Management, Trading Systems, Asset Management, Insurance
Education
Fairfield University 1997 — 1999
B, Organizational Communication and Mass Media
Fairfield High School 1992 — 1993
Pamela Leveel's MANULIFE WOOD LOGAN Experience 1999 - 2000
Job Director, Oppenheimer Asset Management
Industry Financial Services
Experience
Oppenheimer Asset Management September 2007 - Present
AXA Equitable 2000 - 2006
Manulife Wood Logan 1999 - 2000
Skills
Series 7, Series 24, Mutual Funds, Series 63, Series 65, Leadership, Wealth Management, Alternative Investments, Asset Allocation, Investments, Securities, Separately Managed..., ETFs, FINRA, Series 6
Education
Iona College 1988 — 1992
BBA
Lakeland HS 1984 — 1988
Oppenheimer Asset Management September 2007 - Present
AXA Equitable 2000 - 2006
Manulife Wood Logan 1999 - 2000
Skills
Series 7, Series 24, Mutual Funds, Series 63, Series 65, Leadership, Wealth Management, Alternative Investments, Asset Allocation, Investments, Securities, Separately Managed..., ETFs, FINRA, Series 6
Education
Iona College 1988 — 1992
BBA
Lakeland HS 1984 — 1988
Megan Krat's MANULIFE WOOD LOGAN Experience June 2003 - June 2004
Job Political Compliance at Hanson Bridgett LLP
Industry Government Relations
Experience
Hanson Bridgett LLP November 2011 - Present
County of San Mateo April 2010 - January 2012
The Sutton Law Firm May 2006 - April 2010
the Children's Health Council August 2005 - May 2006
Thomson Learning 2004 - 2005
Manulife Wood Logan June 2003 - June 2004
University of California October 2000 - June 2003
Skills
Political Campaigns, Compliance Management, Policy Analysis, Public Policy, Government, Budgeting, Client Relations, Auditing, Legislative Research, Databases, Public Administration, Legal Documents, Documentation, Strategic Planning, Policy, Fundraising, Legal Research, CRM, Public Speaking, Management, Research, Politics, Grant Writing, Analysis
Education
University of San Francisco 2006 — 2008
MPA, Public Administration
University of California, Santa Barbara 2000 — 2004
B.A., Political Science and Professional Writing
Hanson Bridgett LLP November 2011 - Present
County of San Mateo April 2010 - January 2012
The Sutton Law Firm May 2006 - April 2010
the Children's Health Council August 2005 - May 2006
Thomson Learning 2004 - 2005
Manulife Wood Logan June 2003 - June 2004
University of California October 2000 - June 2003
Skills
Political Campaigns, Compliance Management, Policy Analysis, Public Policy, Government, Budgeting, Client Relations, Auditing, Legislative Research, Databases, Public Administration, Legal Documents, Documentation, Strategic Planning, Policy, Fundraising, Legal Research, CRM, Public Speaking, Management, Research, Politics, Grant Writing, Analysis
Education
University of San Francisco 2006 — 2008
MPA, Public Administration
University of California, Santa Barbara 2000 — 2004
B.A., Political Science and Professional Writing
Peter Reilly's MANULIFE WOOD LOGAN Experience 1999 - 2001
Job Regional Vice President
Industry Financial Services
Experience
Gabelli Asset Management Co. December 2013 - Present
Pioneer Investments 2004 - December 2013
EnCapital Inc. 2001 - 2004
Manulife Wood Logan 1999 - 2001
AXA Equitable 1996 - 1999
Skills
Wealth Management, Sales, Mutual Funds, Series 7, Series 63, Asset Management, Asset Allocation, Alternative Investments, Investments, Investment Banking, Equities, Retirement Planning, Financial Services, Securities, Separately Managed..., Investment Advisory, FINRA
Education
Franklin & Marshall College 1991 — 1995
BS
Gabelli Asset Management Co. December 2013 - Present
Pioneer Investments 2004 - December 2013
EnCapital Inc. 2001 - 2004
Manulife Wood Logan 1999 - 2001
AXA Equitable 1996 - 1999
Skills
Wealth Management, Sales, Mutual Funds, Series 7, Series 63, Asset Management, Asset Allocation, Alternative Investments, Investments, Investment Banking, Equities, Retirement Planning, Financial Services, Securities, Separately Managed..., Investment Advisory, FINRA
Education
Franklin & Marshall College 1991 — 1995
BS
Christopher V. Adams's MANULIFE WOOD LOGAN Experience 1997 - March 2010
Job Internal Sales DCIO
Industry Financial Services
Experience
Legg Mason June 2014 - Present
Manulife Financial (John Hancock) March 2007 - March 2010
Manulife Wood Logan 1997 - March 2010
Skills
Leadership, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Securities, Alternative Investments, Wealth Management, Fixed Annuities, Financial Services
Education
New England College 1985 — 1989
BA Business Administration, Economics & Accounting
Legg Mason June 2014 - Present
Manulife Financial (John Hancock) March 2007 - March 2010
Manulife Wood Logan 1997 - March 2010
Skills
Leadership, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Securities, Alternative Investments, Wealth Management, Fixed Annuities, Financial Services
Education
New England College 1985 — 1989
BA Business Administration, Economics & Accounting
John Ungemack's MANULIFE WOOD LOGAN Experience 2000 - 2002
Job Transition Manager at IBM
Industry Information Technology and Services
Experience
IBM 2002 - Present
Manulife Wood Logan 2000 - 2002
Casey Family Services 1994 - 2000
NetFast 1979 - 1994
Skills
Service Delivery, IT Service Management, Outsourcing, ITIL, IT Strategy, Service Management, IT Outsourcing, Vendor Management, Program Management, Solution Architecture, Project Delivery, PMP, Transition Management, Pre-sales, Business Analysis, Business Transformation, Disaster Recovery
Education
Purchase College, SUNY
State University of New York Empire State College
IBM 2002 - Present
Manulife Wood Logan 2000 - 2002
Casey Family Services 1994 - 2000
NetFast 1979 - 1994
Skills
Service Delivery, IT Service Management, Outsourcing, ITIL, IT Strategy, Service Management, IT Outsourcing, Vendor Management, Program Management, Solution Architecture, Project Delivery, PMP, Transition Management, Pre-sales, Business Analysis, Business Transformation, Disaster Recovery
Education
Purchase College, SUNY
State University of New York Empire State College
Christopher Kip Zebroski's MANULIFE WOOD LOGAN Experience February 2000 - May 2003
Job Managing Director Investment Office at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2013 - Present
Legacy Trust Family Wealth Offices June 2003 - December 2012
Manulife Wood Logan February 2000 - May 2003
North American Mutual Funds 1998 - 1999
Skills
Investments, Alternative Investments, Investment Strategies, Hedge Funds, Financial Services, Start-ups, Executive Management, Business Strategy, Risk Management, Financial Analysis, Financial Advisory, Asset Allocation, Analysis, Sales Management, Marketing Communications, Business Planning, Public Speaking, Budget Development, Corporate Finance, Private Equity, Corporate Development, International Business, Financial Management, Staff Management, Operations Management, Sales & Marketing..., Client Relationship..., Investment Portfolio, Financial Modeling, Equity Valuation, Strategic Consulting, Strategic Analysis, Financial Reporting, Budget Management, Intergenerational..., Wealth Accumulation..., Wealth Preservation...
Education
Hartwick College 1993 — 1997
BA, Political Science
Bridgton Academy 1992 — 1993
Wells Fargo Advisors, LLC January 2013 - Present
Legacy Trust Family Wealth Offices June 2003 - December 2012
Manulife Wood Logan February 2000 - May 2003
North American Mutual Funds 1998 - 1999
Skills
Investments, Alternative Investments, Investment Strategies, Hedge Funds, Financial Services, Start-ups, Executive Management, Business Strategy, Risk Management, Financial Analysis, Financial Advisory, Asset Allocation, Analysis, Sales Management, Marketing Communications, Business Planning, Public Speaking, Budget Development, Corporate Finance, Private Equity, Corporate Development, International Business, Financial Management, Staff Management, Operations Management, Sales & Marketing..., Client Relationship..., Investment Portfolio, Financial Modeling, Equity Valuation, Strategic Consulting, Strategic Analysis, Financial Reporting, Budget Management, Intergenerational..., Wealth Accumulation..., Wealth Preservation...
Education
Hartwick College 1993 — 1997
BA, Political Science
Bridgton Academy 1992 — 1993
Sandra Donahue's MANULIFE WOOD LOGAN Experience 2002 - 2003
Job Assistant Vice President, Human Resources at Navigators Management Company, Inc.
Industry Insurance
Experience
The Navigators Group, Inc. March 2013 - Present
The Navigators Group, Inc. February 2003 - March 2013
Manulife Wood Logan 2002 - 2003
Skills
Deferred Compensation, Workers Compensation, Performance Management, Employee Benefits, College Recruiting, Insurance, HR Policies, Recruiting, Personnel Management, Change Management, HRIS, Talent Acquisition, Benefits Administration, Coaching, Workforce Planning, Employee Handbooks, Talent Management, Human Resources, Employee Relations, Team Building, Risk Management, Training, Process Improvement, Succession Planning, Organizational Design, Strategic Planning, New Hire Orientations, SDLC, Benefits Negotiation, Employee Training, Management, Applicant Tracking..., Onboarding
Education
Iona College 2005 — 2007
MBA, Human Resources
The College of New Rochelle 1999 — 2001
BA, Psychology
State University of New York College at Oneonta 1997 — 1998
Fordham University
The Navigators Group, Inc. March 2013 - Present
The Navigators Group, Inc. February 2003 - March 2013
Manulife Wood Logan 2002 - 2003
Skills
Deferred Compensation, Workers Compensation, Performance Management, Employee Benefits, College Recruiting, Insurance, HR Policies, Recruiting, Personnel Management, Change Management, HRIS, Talent Acquisition, Benefits Administration, Coaching, Workforce Planning, Employee Handbooks, Talent Management, Human Resources, Employee Relations, Team Building, Risk Management, Training, Process Improvement, Succession Planning, Organizational Design, Strategic Planning, New Hire Orientations, SDLC, Benefits Negotiation, Employee Training, Management, Applicant Tracking..., Onboarding
Education
Iona College 2005 — 2007
MBA, Human Resources
The College of New Rochelle 1999 — 2001
BA, Psychology
State University of New York College at Oneonta 1997 — 1998
Fordham University
Dean Neuharth's MANULIFE WOOD LOGAN Experience 1999 - 2001
Job Life Insurance and Annuity Wholesaler
Industry Financial Services
Experience
Thrivent Financial for Lutherans August 2012 - Present
Ameriprise Financial Services, Inc. November 2010 - August 2012
John Hancock 1999 - 2001
Manulife Wood Logan 1999 - 2001
Fortis 1998 - 1999
Ameriprise Financial Advisors 1992 - 1995
Skills
Public Speaking, Fixed Annuities, Series 63, Series 7, Mutual Funds, 401k, Asset Allocation, Retirement, Retirement Planning, Sales, Series 6, Wealth Management
Education
Minnesota State University, Moorhead 1986 — 1990
B.S., Finance
Thrivent Financial for Lutherans August 2012 - Present
Ameriprise Financial Services, Inc. November 2010 - August 2012
John Hancock 1999 - 2001
Manulife Wood Logan 1999 - 2001
Fortis 1998 - 1999
Ameriprise Financial Advisors 1992 - 1995
Skills
Public Speaking, Fixed Annuities, Series 63, Series 7, Mutual Funds, 401k, Asset Allocation, Retirement, Retirement Planning, Sales, Series 6, Wealth Management
Education
Minnesota State University, Moorhead 1986 — 1990
B.S., Finance
matthew rentz's MANULIFE WOOD LOGAN Experience March 1997 - April 2005
Job CONSULTANT2ND VICE PRESIDENT, MARKETING AND BUSINESS DEVELOPMENT at National Life Group
Industry Financial Services
Experience
National Life Group June 2014 - Present
AXA US January 2013 - May 2014
AXA Distributors September 2011 - December 2012
AXA Distributors August 2011 - September 2012
Sacred Heart University September 2003 - December 2009
Legg Mason May 2005 - December 2008
Manulife Wood Logan March 1997 - April 2005
John Hancock 1997 - 2005
Wood Logan/Manulife Financial/John Hancock 1997 - 2005
Skills
Product Management, Marketing, Cross-functional Team..., Marketing Strategy, Marketing Communications, Sales, Product Launch, Business Strategy, Product Development, Investments, Financial Services, Training, Mutual Funds, Project Management
Education
Iona College 1997 — 2000
MBA, Finance
Southern Connecticut State University 1989 — 1993
Bachelor of Science, Business Management
National Life Group June 2014 - Present
AXA US January 2013 - May 2014
AXA Distributors September 2011 - December 2012
AXA Distributors August 2011 - September 2012
Sacred Heart University September 2003 - December 2009
Legg Mason May 2005 - December 2008
Manulife Wood Logan March 1997 - April 2005
John Hancock 1997 - 2005
Wood Logan/Manulife Financial/John Hancock 1997 - 2005
Skills
Product Management, Marketing, Cross-functional Team..., Marketing Strategy, Marketing Communications, Sales, Product Launch, Business Strategy, Product Development, Investments, Financial Services, Training, Mutual Funds, Project Management
Education
Iona College 1997 — 2000
MBA, Finance
Southern Connecticut State University 1989 — 1993
Bachelor of Science, Business Management