MetLife Company
Industry: Life insurance company
DescriptionMetLife, Inc. is the holding corporation for the Metropolitan Life Insurance Company, better known as MetLife, and its affiliates. MetLife is among the largest global providers of insurance, annuities, and employee benefit programs, with 90 million customers in over 60 countries. Headquarters: New York City, New York, United States CEO: Steven A. Kandarian (May 1, 2011–) Revenue: 62.31 billion USD (2017) Subsidiaries: HYATT LEGAL PLANS INC, Provida,
MetLife List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MetLife. You can filter them based on skills, years of employment, job, education, department, and prior employment.
MetLife Salaries. You can even request information on how much does MetLife pay if you want to. Learn about salaries, pros and cons of working for MetLife directly from the past employees.
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18,467 MetLife employees in database. Find out everything there's to know about MetLife employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
MetLife Employees
MetLife June 2015 - Present
The Law Office of Williams and Megerditchian March 2015 - Present
Workmen's Auto Insurance Company October 2012 - December 2014
Workmen's Auto Insurance Company October 2012 - December 2014
Explorer May 2000 - April 2012
The Auto Club Group January 1992 - March 2000
Skills
Claim, Property & Casualty..., Microsoft Word, Negotiation, Legal Liability, Underwriting, General Insurance, Process Improvement, Casualty, Workers Compensation, Subrogation, Claim Investigation, Claims Management, Customer Service, Claims Handling, Insurance, Casualty Insurance, Liability Analysis, Call Centers, Liability, Reinsurance, Property Damage, Claims Resolution, Workers' Compensation..., Excess, Risk Management, Inland Marine, Homeowners, Litigation Management, Microsoft Office, Adjustments, Commercial Insurance, Commercial Lines, D&O, Training
Education
California State University-Long Beach
Its Detox Time April 2010 - Present
MetLife March 2012 - April 2015
Verizon Wireless September 2007 - March 2010
Fresh Air and Water Solutions September 2006 - August 2007
Skills
Customer Service, Time Management, Team Leadership, Microsoft Office, Windows, Outlook, Wellness, Vision Therapy, Nutritional Counseling, Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Public Speaking, Teaching, Software Documentation, Insurance, Sales, Call Centers, Customer Retention
Education
California State University-Long Beach 2004 — 2006
in progress, Computer Engineering
Valley Christian High School 2000 — 2004
Diploma
Lucidworks March 2015 - Present
Lucidworks July 2014 - March 2015
Broadcom August 2010 - July 2014
MetLife October 2009 - July 2010
Creative Design Consultants November 2005 - January 2008
Skills
Space-planning, Space planning, AutoCAD, InDesign, Microsoft Office, Space Planning, Photoshop
Education
CSU Chico 1999 — 2003
Bachelor of Arts, Interior Design
RevolutionCredit 2015 - Present
Experian 2011 - 2015
Experian 2010 - 2011
Symetra Financial 2007 - 2008
MetLife 2003 - 2007
Consultant 2001 - 2003
PurchasePro.com 2001 - 2001
USAutoNews.com 1999 - 2001
Autobytel 1998 - 1999
Skills
Business Development, Strategic Partnerships, Account Management, Vendor Management, Product Management, Customer Acquisition, Management, Leadership, Lead Generation, Affiliate Marketing, Strategic Planning, Project Management, New Business Development, Strategy, Analytics, CRM, Marketing Strategy
Education
California State Polytechnic University-Pomona
MetLife February 2015 - Present
MassMutual Financial Group April 2014 - January 2015
Farmers Insurance April 2013 - December 2013
New York Life Insurance Company February 2006 - April 2013
San Diego Fire Department February 1997 - December 2001
Del Mar Fire Department March 1996 - November 1997
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Insurance, Whole Life, Employee Benefits, Financial Services, Finance, Term Life Insurance, Long-term Care, Retirement, Health Insurance, Universal Life, Underwriting
Education
California State University-Chico
Bachelor's Degree
San Diego Miramar College
Associate's Degree, Firefighter/EMT
Tracy High School
NFL Network July 2014 - February 2015
Sony Pictures Imageworks June 2009 - June 2014
MetLife February 2007 - December 2008
Activision June 2006 - February 2007
Skills
Quality Assurance, Quality Center, Regression Testing, Process Improvement, Software Documentation, Testing, Test Planning, Test Cases, Manual Testing, Android, Software Quality..., JIRA, Black Box Testing, Bug Tracking
Education
Institute of Computer Technology 2002 — 2004
Bachelor's degree, Computer Science
California State University-Long Beach 1999 — 2002
N/A, Computer Science
Santa Monica College 1996 — 1998
Associate's degree, Liberal Arts and Sciences/Liberal Studies
New York Life Insurance Company March 2015 - Present
AAA NCNU March 2009 - March 2015
Allstate January 2001 - March 2009
Allstate January 1998 - January 2001
MetLife January 1993 - January 1998
Skills
Life Insurance, Insurance, Sales, Term Life Insurance, Recruiting, Training, Fixed Annuities, Property & Casualty..., Sales Management, Customer Retention, Umbrella Insurance, Health Insurance, Commercial Insurance, General Insurance, Underwriting, Finance, Annuity Sales, Million Dollar..., NASD, Compliance Regulations, Consultative Selling, Variable Annuities, Mutual Funds, retirement accounts, Business Development, Management, Leadership, Customer Service, Sales Trainings
Education
California State University-Chico 1984 — 1988
Bachelors Degree, Finance/Economics
American Express Travel Services November 2014 - Present
Barefoot Books September 2014 - Present
American Express February 2013 - Present
Le Tutor Language School December 2011 - Present
American Express Business Travel August 2010 - February 2013
MetLife Auto & Home December 2009 - August 2010
MetLife February 2008 - December 2009
MetLife Auto & Home December 2005 - February 2008
MetLife October 2005 - December 2005
MetLife Auto & Home February 2005 - November 2005
Skills
Spanish, Quality Analysis, Airlines, Hispanic Marketing, Customer Service, PowerPoint, Word, Excel, Process Improvement, Public Speaking, Team Building, Coaching, Problem Solving, Outlook, Research, Social Media, Change Management, Writing, English, Mentoring, Event Planning, Marketing, Microsoft Word, Microsoft Excel, Translation, Foreign Languages, Leadership, Market Research, Sales, Management, Time Management, Analysis, Recruiting, Human Resources, French, Hotels, Training
Education
University of Phoenix 2010 — 2015
Business, Global Business Management
University of Phoenix 2009 — 2013
Bachelor, Global Business Management
2008 American Institute of Insurance and CPCU Institute 2009 — 2009
Certificate in Supervisory Management, Supervisory Management
AICPCU 2008 — 2008
Certificate, Program in Supervisory Management
Florida State University 2008 — 2008
Certificate, Hispanic Marketing Communications
Florida State University 2008 — 2008
Program, Hispanic Marketing Communication
Instituto Politécnico Nacional 1998 — 1999
Certificate, Teaching English as a Second Language
AngloAmericano de Idiomas 1994 — 1995
Certificate, TESL
California State University-Hayward - School of Business and Economics
BackNine Insurance Services June 2014 - Present
Anthem July 2008 - June 2014
MetLife January 2008 - August 2008
First Data Corporation August 2007 - July 2008
LA Gym Equipment January 2002 - August 2007
Skills
Insurance, Whole Life, Health Insurance, Universal Life, Term Life Insurance, Sales, Sales Operations, Disability Insurance, Sales Management, Direct Sales, Life Insurance, Cross Selling, Umbrella Insurance, Bilingual-English/Spanis..., Variable Products, Customer Satisfaction, Healthcare Management, Customer Service, covered califorinia, Affordable Care Act, Manage Client..., Indexed Annuities, Long Term Care Insurance, Mountain Biking, Real Estate Investor, Employee Benefits Design, Underwriting, Brokers
Education
California State University-Northridge 1999 — 2003
National Life Group June 2014 - Present
Canon Solutions America October 2013 - Present
Prudential June 2010 - June 2013
MetLife October 2008 - June 2010
Tweeter Home Entertainment January 2003 - January 2007
Skills
Lead Generation, Salesforce.com, Sales Process, Sales, CRM, Solution Selling, Sales Management, Management, Marketing Strategy, New Business Development, Strategic Partneships, Marketing Automation, Sales Skills Training, Cold Calling, Email Marketing
Education
California State University-San Marcos 2006 — 2008
Bachelor of Science (BS), Business Administration Emphasis in Marketing
Health Markets September 2014 - Present
Liberty Mutual Insurance June 2012 - August 2014
MetLife February 2002 - June 2012
Behavioral Science Associates 1985 - 2011
University of Maryland School of Medicine 1982 - 1985
Skills
Property & Casualty..., Casualty, Liability, Commercial Insurance, Insurance, Umbrella Insurance, Legal Liability, Homeowners, Disability Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Commercial Lines, Universal Life, Whole Life
Education
The Johns Hopkins University 1976 — 1981
Doctor of Philosophy (Ph.D.), Psychology
California State University-Long Beach
University of Oregon
Butte College October 2011 - Present
Butte College April 2008 - July 2011
Allied Insurance July 2006 - January 2008
MetLife October 2005 - June 2006
ACWA Joint Power Insurance Association February 1997 - June 1999
State Farm October 1987 - February 1996
Skills
Adult Education, College Teaching, Instructional Technology, Microsoft Office..., Public Speaking, Microsoft Certified..., Computer Technology, Property & Casualty..., Commercial Liability, Technical Support, Subrogation, Claims Management, Insurance Adjusting, Training, Customer Service, Business Process...
Education
California State University-Chico 1982 — 1987
Bachelor of Science, Business Administration, Marketing
American Institute for Chartered Property Casualty Underwriters
Associate of Insurance Claims (AIC), Insurance Claims
HealthCare Partners April 2014 - Present
MetLife August 2006 - December 2012
Aquent May 2002 - July 2005
Test & Image Design Studio September 1999 - October 2001
Bomb Factory January 1997 - 1999
Education
California State University-Long Beach 1997 — 2002
BFA
OWP June 2011 - Present
M.G.Crofts Photography May 2010 - Present
Best Day Foundation, Ventura Chapter June 2010 - February 2013
Tar Productions January 2009 - December 2010
MetLife October 2006 - April 2008
The Azimuth Group January 2002 - April 2006
Higher Octave Music Group / EMI-Virgin / Direct Division August 2000 - December 2001
Skills
Entertainment, Photography, Marketing Strategy, Business Development, Public Speaking, Media Relations, Project Management, Non-profits, Contract Negotiation, Consulting, Canon DSLR, Event Management, Brand Development, Brand Awareness, Brand Management, Fine Art Photography, Fine Art Sales, Voice Over, Short Films, Documentaries, Start-up Ventures, Strategic Communications, Strategic Planning, Marketing Communications, Strategic Partnerships, P&L Management, Project Portfolio..., Social Networking, Marketing, Nonprofits, Fundraising, Video, Integrated Marketing, Advertising, Public Relations, Direct Marketing, Music Industry, Producing, Commercial Photography, Editorial, Sponsorship, Video Production, Publishing, Creative Direction, Media Production, New Media, Radio, Social Media Marketing
Education
California State University-Hayward - School of Business and Economics 1992 — 1996
Masters / MA, IMC, Marketing, MCOM
California State University-East Bay 1992 — 1994
BA - Dual Major(s) Advertising / P.R., Mass Communications
Merritt Hawkins December 2011 - Present
MetLife August 2008 - October 2011
Mosaic Sales Solutions September 2004 - May 2008
Skills
Leadership, Recruiting, Marketing, Healthcare, Customer Service, Consulting, Talent Acquisition, Employee Benefits, Investments, Succession Planning, Contract Negotiation, Public Speaking, Team Building, Sourcing, CRM, Management, Retirement, Insurance, Healthcare Management, Microsoft Office
Education
The University of Texas at Arlington 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Arlington 2013 — 2015
Master of Science (MS), Healthcare Administration
California State University-Fullerton 2004 — 2008
BA, Political Science
Rich Koning, CITM / RFKoningGroup 2008 - Present
MetLife 2001 - 2007
The Hartford 1999 - 2001
Griffin Financial 1996 - 1999
Sanwa Bank California 1992 - 1996
Skills
Leadership, Marketing, Training, Entrepreneurship, Sales Management, Marketing Strategy, Strategic Planning, Strategy, Sales, Team Building, Marketing Communications, Business Development, Small Business, Public Speaking, Project Management, Event Planning, Event Management, Trade Shows, Engaging Speaker, Sales Presentations, Start-ups, Management, Coordinating Events, Business Meetings, Marketing Management, Seminars, Design Workshops, Educational Workshops, Delivering Workshops, Seminar Marketing, Conference Design, Conference Production, Meeting Planning, Tour Management, Small Group..., Problem Solving, Face to Face..., Training & Development, Travel Management, Travel Planning, Incentive Travel, Travel Arrangements, Client Relations, Client Services, Client Rapport, Financial Services
Education
California State University-Long Beach - College of Business Administration
Bachelor of Science (B.S.)
IGA, International Guide Academy, Inc. -- Denver, Colorado
Certification
Professional Tour Management Training -- Cherie Anderson Instructor
Pacific Gas and Electric Company March 2014 - Present
Nestlé USA September 2012 - March 2014
MetLife February 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Strategic Planning, Data Analysis, Management, Project Management, Sales
Education
California State University-East Bay
California State University-East Bay
Guardian Life September 2011 - Present
The Guardian Life Insurance Company of America September 2011 - May 2013
CIGNA November 2007 - August 2011
AGIS Network October 2006 - November 2007
MetLife 1994 - 2006
Skills
Disability Insurance, Health Insurance, Insurance, Life Insurance, Employee Benefits, Long-term Care, Brokers, Underwriting, Long Term Care Insurance, Property & Casualty..., Term Life Insurance, Health Savings Accounts, Claim, Workers Compensation, Medicare, Accident, Managed Care
Education
California Polytechnic State University-San Luis Obispo 1983 — 1988
Bachelor of Science (BS), Agricultural Business and Management
MetLife July 2013 - Present
The Miss Universe Organization March 2011 - March 2013
The Vidal Partnership June 2004 - February 2011
Kaiser Permanente April 2001 - June 2004
Hill & Knowlton 2000 - 2001
Valencia Perez & Echeveste 1997 - 1999
Skills
Public Relations, Media Relations, Event Planning, Strategic Communications, Integrated Marketing, Red Carpet, Social Media, Marketing Communications, Budgets, Publicity, Newsletters, Digital Media, Marketing, Digital Marketing, Advertising, Internal Communications
Education
California State University-Fullerton 1994 — 1997
Bachelors, Communications
University of Illinois at Chicago 1992 — 1994
Bachelors, Communications
Purchasing Power May 2014 - Present
MetLife November 2011 - December 2013
MetLife June 2006 - October 2011
SafeGuard Dental & Vision June 2006 - February 2008
Skills
Sales, Health Insurance, Term Life Insurance, Disability Insurance, Employee Benefits, Insurance, Account Management, Life Insurance, Dental Insurance, Management, Brokers, Small Business, Solid Strategic..., Diligent Project..., Innovative..., Marketing & Product..., Broad Product Knowledge, Expertise in..., New Business Development, Manage Client..., Sales Management, Marketing Management, Highly skilled in..., Development of..., Facilitating Effective..., Solid communication
Education
California State University-Long Beach
Bachelor of Arts, Graphic Design
EZ Rocks Co, Inc. 2012 - 2013
Quartermaster March 2009 - September 2012
EZ Rocks Co, Inc. 2008 - 2008
MetLife 2007 - 2008
Skills
General Ledger, GAAP, Accounts Payable, Sarbanes-Oxley Act, Account Reconciliation, Accounts Receivable, Financial Reporting, Accounting, Forecasting, Auditing, Mergers & Acquisitions, Fixed Assets, Financial Analysis, Revenue Recognition, Hyperion Enterprise, Process Improvement, Payroll, Analysis, Financial Modeling, Microsoft Excel, Customer Service, Corporate Finance, Purchasing, Managerial Finance, Training, Budgets, Due Diligence, Inventory Management, Hyperion
Education
University of California, San Diego - The Rady School of Management 2014 — 2016
Master of Business Administration (MBA), Business Administration, Management and Operations
California State University-Long Beach 2002 — 2006
Bachelor of Science (B.S.), Finance, General
New York Life Insurance Company February 2015 - Present
Farmers Insurance June 2012 - March 2014
MetLife May 2010 - October 2011
AXA Inc July 2008 - April 2010
AXA July 2008 - March 2010
Trilogy December 2006 - June 2008
Bank of America April 2005 - August 2006
La Moda January 2002 - March 2005
Skills
Strategic Financial..., Insurance, Banking, Portfolio Management, Investments, Financial Analysis, Underwriting, Risk Management, Financial Services, Retirement Planning, Finance, Credit
Education
Management College of San Francisco 1994 — 1995
Diploma Certificate, Hotel/Motel Administration/Management
Cal State Fullerton 1986 — 1990
BA, Banking Finance, 3.2
California State University 1986 — 1990
B.A, Business Administration; Banking Finance
Security One Lending October 2013 - Present
MetLife November 2011 - July 2012
iReverse Home Loans, LLC October 2010 - October 2011
Wells Fargo Home Mortgage July 2004 - July 2010
Skills
Reverse Mortgages, Mortgage Lending, Small Business, Loans, Credit, Sales, Sellers, Investment Properties, FHA, Mortgage Banking, Real Estate Transactions
Education
California State University-Fresno
Bachelor's Degree, Psychology
NEW Wall Street May 2012 - Present
MetLife March 2002 - May 2012
Education
College of Marin 1986 — 1992
California State University-Northridge 1986 — 1987
Allstate January 2013 - Present
MetLife January 2005 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Insurance, Retirement, Finance
Education
California State University-Long Beach 1990 — 1995
Bachelor’s Degree, Business Administration: Finance
MetLife July 2015 - Present
MassMutual Financial Group September 2007 - July 2015
Foresters September 1999 - August 2007
Food & Beverage Company September 1987 - September 2001
Skills
Retirement Planning, Estate Planning, Insurance, Special Needs Planning, Business Continuation..., Personal and Life...
Education
American College 2008 — 2011
ChSNC, ChFC®, CLU, Finance/Business & Corporate Planning/Estate Planning
California State University-Sacramento 1980 — 1984
Business/Computer Information Systems, Business
Self-Employed August 2008 - Present
MSPCA January 2008 - Present
Foundation Financial November 2004 - Present
Quota, Inc. 1997 - 2005
MetLIfe June 2000 - November 2003
Skills
Creative Writer, Investment Advisory
Education
California State University-Los Angeles 1975 — 1977
BSBA, Accounting
Pacific Life Insurance Company August 2008 - Present
MetLife October 2007 - August 2008
Retirement Solutions, LLC June 2004 - October 2007
Jackson National Life December 1995 - June 2003
Talbot Financial Distributors 1991 - 1995
First Annuity Corp. 1985 - 1990
Skills
Financial Services, Marketing Strategy, Digital Marketing, Retirement, Relationship Management, Marketing Communications, B2B, Variable Annuities, Series 6, Series 63, Fixed Annuities, Mutual Funds, Retirement Planning
Education
California State University-Fullerton
Economics/Political Science
Santa Monica College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Central Park Conservancy October 2013 - Present
About Artists Agency January 2000 - Present
MetLife September 2005 - April 2012
Nutty Professor 2012 - 2012
St. John's University September 2005 - June 2009
Azusa Pacific University May 2001 - June 2002
Skills
Executive Coaching, Public Speaking, Six Sigma, Microsoft Office, Project Management, Internal Audit, Operational Design and..., Ordained Minister, Creative Writing, Teaching, Theatre, Acting, Event Planning, Coaching, Ministers
Education
BMI Lehman Engel Musical Theatre Workshop 2011 — 2013
Lyric Writing
One Spirit Seminary 2010 — 2012
Ordination, Interspirituality
California State University-Los Angeles 2000 — 2002
Master of Arts (MA), Speech Communication and Rhetoric
Point Loma Nazarene University 1998 — 2000
Bachelor of Arts (BA), Speech Communication and Rhetoric
Griffin Capital May 2012 - Present
AXA Equitable February 2008 - September 2011
AXA Equitable August 2006 - February 2008
MetLife November 2004 - August 2006
MetLife Investors March 2001 - November 2004
Equitable Distributors, LLC May 1999 - October 2000
Education
California State University-Long Beach 1995 — 1998
BA, Visual Communication
Davies Financial Advisors July 2014 - Present
Asset Marketing Systems March 2008 - July 2014
Madison Avenue Securities August 2009 - April 2011
Wescom Credit Union September 2007 - March 2008
LBW Insurance & Financial Services January 2003 - October 2005
Kidder Peabody October 1996 - March 2005
Jackson National Life November 2001 - June 2002
MetLife February 1998 - August 2001
Transamerica June 1995 - August 1998
Skills
Fixed Annuities, Financial Services, Insurance, Series 63, Securities, Life Insurance, Series 6, Series 7, Variable Annuities, Mutual Funds, Retirement, Retirement Planning, Investment Advisory, Relationship Management, Series 6,63 & 26..., Series 24
Education
California State University-Northridge
BA, Communications
Planet Green Cartridges Inc. November 2014 - Present
Planet Green Cartridges Inc. November 2014 - Present
Planet Green Recycle December 2013 - Present
MetLife July 2012 - January 2013
MetLife August 2011 - July 2012
MetLife April 2011 - August 2011
Skills
Insurance, Marketing, Marketing Strategy, Management, Financial Services, Sales Management, New Business Development, Marketing Management, Customer Retention, Strategy, Email Marketing, Direct Marketing, CRM, Marketing Research
Education
California State University-Long Beach 2005 — 2010
Bachelor's degree, Financial Management
Los Angeles Unified School District February 1998 - Present
MetLife January 1987 - June 1997
Skills
Education Specialist,..., I am a fine...
Education
California State University-Northridge 2002 — 2010
Master of Education (M.Ed.), Special Education and Teaching, 3.87
MetLife July 2013 - Present
Aon Hewitt February 2011 - July 2013
LPL Financial December 2007 - February 2011
LPL Financial August 2005 - December 2007
Fiserv ISS January 2004 - August 2005
OppenheimerFunds August 1997 - January 2004
Skills
FINRA Series 6,7,63,66, Investments, Mutual Funds, 401k, Retirement, Annuities, Securities, Consultative Selling, Profit Sharing, Investment Selection, Retirement Planning, Fixed Annuities, Defined Contribution, Alternative Investments
Education
CSU Sacramento
Bachelor of Science, Business Admin/ Finance
Sierra High School
MetLife October 2007 - Present
HSN January 2007 - October 2007
INS January 2006 - January 2007
Microsoft April 2005 - January 2006
Verizon January 2002 - April 2005
Brasstech February 1998 - October 2001
Skills
SharePoint, Windows Server, IIS, Windows Clustering, Systems Engineering, Infrastructure..., Open Systems..., Enterprise Architecture, Business Intelligence, Big Data, Data Modeling, Data Warehouse..., System Design, IT Management, IT Strategy, IT Operations, IT Solutions, ITIL, TOGAF, Full SDLC, .NET, BizTalk, Microsoft SQL Server, SCOM, SCCM, SCDM, SCVMM, VMware, F5 BigIP, Balanced Scorecard, Metrics, Program Management, Business Process, Disaster Recovery, Enterprise Software, SQL, Security, Technical Architecture, Architectures, Microsoft Technologies, System Deployment, Web Services
Education
CIS & Telecommunications - Mt. Sierra College 1999 — 2001
Computer Information Sciences & Telecommunications
California State University-Long Beach 1994 — 1997
Computer Science
Gateway Financial Advisors, Inc. February 2013 - Present
Metlife June 2008 - January 2013
Goslin Tire Service Inc June 1977 - June 2004
Skills
Retirement Planning, Estate Planning, Investments, Finance, Risk Management, Small Business, Securities, Tax, Financial Goals, FINRA, Personal Finance, Insurance, Fixed Annuities, Life Insurance, Retirement, Financial Advisory
Education
USC Marshall School of Business 1975 — 1977
MBA, Finance
Cal Poly San Luis Obispo 1971 — 1975
BS, Economics
Mapfre June 2014 - Present
MetLife March 2011 - Present
The Hartford May 2010 - Present
Mercury Insurance July 2009 - Present
Progressive Insurance March 2009 - Present
Pizzola Insurance Agency July 2008 - Present
Skills
Property & Casualty..., Commercial Insurance, Umbrella Insurance, Commercial Lines, Legal Liability, Casualty, Claim, General Insurance, Renters, Life Insurance, Brokers, Disability Insurance, Workers Compensation, Employment Practices..., Professional Liability, Property Damage, Inland Marine, Fixed Annuities, Insurance, Homeowners, Liability, Excess, Personal Lines Auto, Health Insurance, Liability Analysis, Term Life Insurance, Underwriting, D&O, Long Term Care Insurance
Education
California State University-Northridge 2006 — 2008
BS-Marketing
MetLife February 2015 - Present
Liberty Mutual Insurance June 2012 - August 2014
MetLife February 2002 - June 2012
Behavioral Science Associates, Inc July 1985 - October 2001
University of Maryland School of Medicine July 1982 - July 1985
Peer-reviewed clinical psychology journals 1977 - 1981
Art Faire Magazine 1974 - 1975
Skills
Microsoft Word, Microsoft Office, Insurance, Customer Service, Windows, Sales, Team Management, Training, Team Building, Process Improvement, Grant Writing, Marketing Strategy, Healthcare, Mental Health Counseling, Mental Health, New Business Development, Business Planning, Coaching, Real Estate, Finance, Healthcare Management, Leadership, Networking, Public Speaking, Public Relations, Qualitative Research, Quantitative Research, Research, Teaching, Teamwork, Time Management, Cross-functional Team..., Troubleshooting, University Teaching, Volunteer Management, Youth Development, Youth Mentoring, Young Adults
Education
The Johns Hopkins University
Master of Arts (M.A.), Phd., Psychology
California State University-Long Beach
Psychology
MetLife October 2013 - Present
Ready Artwork August 2011 - October 2013
KCAL Insurance Agency April 2010 - August 2011
KCAL Insurance Agency February 2009 - March 2010
Bank of China May 2007 - September 2007
Chen Brothers Recycle Inc May 2004 - May 2006
Skills
Financial Analysis, QuickBooks, Business Analysis, Financial Accounting, Accounts Receivable, Human Resources, Analysis, Budgets, Financial Forecasting, Sales Management, Microsoft Excel, Microsoft Word, Bilingual-Mandarin, Peachtree, Journal Entries, PowerPoint, Microsoft Office, Inside Sales, Excel Pivot, Sales Analysis, A/R analysis, A/R Management, Excel V-Lookup, Excel Macros
Education
California State University-Fullerton 2007 — 2009
M.B.A, Finance 2009
California State University-San Bernardino 2003 — 2006
B.A, Finance 2006
Realty Capital Securities May 2013 - Present
MetLife April 2011 - May 2013
J & N Financial Group, Inc. September 2009 - April 2011
Union Bank September 2008 - March 2011
California Bank & Trust July 2006 - May 2008
Bank of America August 2003 - July 2006
Skills
Mutual Funds, Retirement Planning, Investments, Variable Annuities, Wealth Management, Insurance, Strategic Financial..., Series 63, Series 6, Retirement, Series 7, Financial Services, Territory Management, Sales, Fixed Annuities, Asset Allocation, Prospecting, Client Education, Financial Planning, Alternative Investments, Life Insurance, Securities, Banking, 401k, Relationship Management, Investment Strategies, Risk Management, Finance, Tax, Training
Education
UCI 2011 — 2013
Financial Planning and Services
California State University-Fullerton 2004 — 2008
BA, Business Administration - Finance
Hugo Boss March 2013 - January 2014
MetLife January 2013 - September 2013
ANGL May 2011 - May 2013
Skills
Management, Employee Training, Sales, Team Management, Training, Time Management, Social Networking
Education
California State University-Northridge 2011 — 2013
Bachelor of Arts (BA), HISTORY
State Farm – The Moultrie Financial Group June 2012 - Present
Wells Fargo Advisors July 2007 - June 2012
MetLife May 2000 - August 2005
Aegon Nederland June 1995 - May 2000
Skills
Insurance, Property & Casualty..., Commercial Insurance, Health Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Umbrella Insurance, General Insurance, Casualty, Fixed Annuities, Liability
Education
UCLA Anderson School of Management
Certificate in Financial Planning, MBA-Business Administration and Management, General
California State University-Long Beach
Bachelor's degree, Business Administration Finance/Real Estate
Ukraine Special Interest Group September 2011 - Present
Jewish Geneaology Society of Long Island 2007 - Present
MetLife December 2005 - July 2010
Long Island Chapter, SFSP 2007 - 2008
Skills
Retirement, Insurance, Asset Allocation, Succession Planning, Executive Benefit..., Estate Law, Employee Benefits, Philanthropy, Fixed Annuities, Long-term Care, IRAs, Retirement Planning, Genealogy research,..., Investment Advisory..., Customer Service, Options, Research, SEP IRA, Brokerage, Hands-on Training, Teaching Adults, Long Term Care Insurance, Small Business, 401k, Financial Services, Investments, Estate Planning
Education
California State University-Northridge 1971 — 1976
Broadcasting and Film Communications
William Howard Taft Senior High School 1967 — 1970
MetLife Premier Client Group of Southern California February 2014 - Present
MetLife June 2009 - February 2014
Foothills Consulting Group May 2007 - January 2009
DGA - Freelance June 2002 - May 2007
Skills
Management, Access, Microsoft Office, Recruiting, Multi Tasking, Teamwork, CSS, System Administration, PowerPoint, PeopleSoft, Contract Recruitment, Applicant Tracking..., Sourcing, Customer Service, Microsoft Excel, Microsoft Word, HTML, Organization, Highly detail oriented, Internet
Education
California State University-Northridge 2008 — 2011
Master of Business Administration (MBA)
New York University 1993 — 1997
Bachelor of Fine Arts (B.F.A.), Cinematography and Film/Video Production
Poly Prep 1989 — 1993
High School Diploma
MetLife March 2014 - Present
Catalyst Resources November 2012 - November 2013
Ning/Mode Media (Glam Media) February 2011 - September 2012
Intuit March 2007 - February 2011
Homestead Technologies - Acquired by Intuit March 2007 - December 2007
Closet World August 2002 - March 2007
Skills
Salesforce.com, Lead Generation, SaaS, Start-ups, Online Advertising, Account Management, Sales Process, B2B, SEO, Business Development, Analytics, Sales, Cold Calling, E-commerce, Product Management, Social Networking, Social Media Marketing, Digital Marketing, SEM, New Business Development, Leadership, User Experience, Strategic Partnerships, Training, Mobile Devices, Customer Acquisition, Marketing, CRM
Education
California State University-Chico
Bachelor of Science, Business Admin/Marketing Concentration
EcoDynamics Intl 2009 - Present
ILS-Partners 2006 - Present
Diederich & Associates January 1980 - Present
MetLife January 2000 - November 2000
Swiss Bank Corporation 1997 - 1998
Southern Electric March 1996 - October 1996
IBM 1974 - 1980
Skills
Process Management, Process Analysis, International Project..., System Integration..., System Integration..., IT Service Management, IT Management, Integration
Education
Cal Poly Pomona
California State University - Los Angeles
American Advisors Group (AAG Reverse Mortgage) May 2014 - Present
Associated Mortgage Bankers September 2013 - April 2014
Genworth Financial March 2012 - August 2013
MetLife January 2011 - February 2012
Wells Fargo Home Mortgage 2004 - February 2012
Skills
Mortgage Lending, Reverse Mortgages, Finance, Investments, Investment Properties, REO, Real Estate, Loans, First Time Home Buyers, Loan Origination, Refinance, VA loans, Mortgage Banking, FHA, Short Sales, Residential Homes, Referrals, USDA, Selling, Real Estate Financing, FHA financing, Certified Mortgage..., Government Loans, Credit, VA Loans, Sales, FHA Financing
Education
California State University-Fullerton
Business, Finance, General
MetLife June 2014 - Present
CW Services August 2009 - Present
BCRC Media Committee 2013 - 2013
US Securities and Exchange Commission March 2012 - September 2012
Kit Bobko for Congress 2011 March 2011 - May 2011
Meg Whitman for Governor 2010 2010 - 2010
Sony Pictures Entertainment February 2008 - May 2009
WARNER BROTHERS June 1999 - August 2007
Warner Bros. Television May 1997 - June 1999
American Film Institute October 1994 - October 1997
Skills
Legal Writing, Editing, Access, Outlook, Leadership, Microsoft Excel, Online Research, Analysis, Legal Research, Document Review, Microsoft Office, Westlaw, PowerPoint, Adobe Acrobat, Office Management, Paralegals, Public Relations, Microsoft Word, Research, Teamwork, Public Speaking, Social Networking, Litigation, PeopleSoft, Proofreading, Transcription, FileMaker, Lexis, Wordperfect, Ariba, Strategic Thinking, Individualization, Intellectual, Transcribing, concordance, Filemaker Pro, Excel, Word, Engagement, deal tracker, Outlook calendar, Ideation, ACT!, copy talk, Legal Documents, Budgets, Management, Training
Education
UCLA 2011 — 2012
Certificate, Paralegal
El Camino College 2010 — 2012
AA, Real Estate
California State University-Fullerton 1990 — 1992
B.A., Business Administration/Finance
Fullerton College
A.A., Business Management
JPMorgan Chase 1996 - 2004
MetLife 1991 - 1996
Merrill Lynch 1982 - 1985
Education
Pratt Institute 1987 — 1989
MFA, New Forms Design, Ceramics, Computer Animation, Film/Video production and editing
California State University-Hayward - School of Business and Economics
BS, Accounting, Finance, Economics
Mills College
Botany, Chemistry, Ceramics, Painting
University of California, Berkeley
Economics, Fine Arts
Benefits Consulting 2011 - Present
Aetna, INC. 1999 - 2011
MetLife January 1986 - January 1999
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Health Savings Accounts, Health Care Reform, Group Medical, Brokers, Benefits Administration, Defined Benefit, Self-funded, Underwriting, Term Life Insurance, Dentistry, New Business Development, Sales, Long-term Care, Healthcare, Medicare, Workers Compensation, COBRA, CRM, Marketing, Open Enrollment, 401k, Selling, Managed Care, Life Insurance, Business Development, Small Business, Financial Services, Accident, Commercial Insurance, Customer Retention, Critical Illness, Cafeteria Plans, Group Insurance, PPO, Flexible Spending..., Cold Calling, Claim, Voluntary Employee..., Employee Wellness..., Dental, Licensed Series 6 & 63
Education
California State Polytechnic University-Pomona
Michigan State University
Symbio Financial Partners (LPL Financial) 2014 - 2015
Thrivent Financial 2013 - 2014
MetLife 2010 - 2012
Ameriprise Financial Services, Inc. 2001 - 2010
Ameriprise Financial Services, Inc. 1990 - 2001
Skills
People Leadership, Leader Development, Consultative Selling, Behavioral Advice, Situational Leadership, Comprehensive Planning, 401k, Investment Advisory, Life Insurance, Financial Planning, Tax-advantaged..., College Funding..., Estate Planning, Retirement Plan..., Retirement Income..., Retirement Planning, Management, Investments
Education
California State University Stanislaus
Bachelor of Arts (B.A.), Business/Managerial Economics
The American College
Certified Financial Planner™, Finance and Financial Management Services
Brosch Computer Service 1985 - Present
Wells Fargo August 2013 - January 2015
NC GOP 2012 - 2013
United States Congress November 2011 - November 2012
Mecklenburg GOP July 2010 - November 2011
American Majority 2010 - 2011
MetLife November 2004 - December 2008
Legacy Estate Services 2008 - 2008
New York Life August 2000 - 2004
Telespectrum March 1997 - September 1998
Skills
Analysis, Export, Business Analysis, Customer Relations, Salesforce.com, CRM software, FoxPro, Foxbase, Excel, Elections, Microsoft Excel, CRM, Leadership, Customer Service, Process Improvement, Strategic Planning, Crystal Reports, Training, Team Building, Management, Business Development, Team Leadership, Program Management, Public Speaking, Sales, Government, Marketing, Nonprofits, Fundraising, Business Intelligence, Budgets, Strategy, Entrepreneurship, Insurance, Social Media, Start-ups, Project Management, Networking, Account Management, Recruiting, Organizational..., Social Networking, Consulting, Human Resources, Management Consulting, Quality Assurance, Business Strategy, Vendor Management, Time Management, Microsoft SQL Server
Education
California State University-Sacramento 1984 — 1986
Bachelor of Arts (BA), Business/Management Information Services
Solano Community College 1980 — 1983
General Education, Business Administration and Management, General
Torrey Pines High School 1972 — 1976
LPL Financial August 2013 - Present
MetLife December 2009 - August 2013
WACHOVIA BANK September 2008 - October 2009
BANK OF AMERICA January 2004 - August 2008
Bank of America January 2001 - January 2004
Bank of America January 2000 - January 2001
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2006
Bachelor of Science in Business, Finance
California State University-Fresno 1996 — 2000
(Transferred to Cal State Fullerton), Business Management and Finance
Feather Insurance & Financial Services, Inc. January 2013 - Present
The Hartford September 2011 - December 2012
New Century Insurance Services, Inc April 2008 - September 2011
MetLife January 2007 - April 2008
Skills
Property & Casualty..., Life Insurance, CPCU, Workers Compensation, CLCS, Commercial Insurance, Underwriting
Education
California State University-Los Angeles 2003 — 2006
B.S., Business Administration-Entrepreneurship
MetLife October 2013 - Present
Tiffany & Co. December 2007 - October 2013
Franklin Templeton Investments January 2005 - November 2007
International Association of Business Communicators (IABC) June 2002 - December 2004
International Association of Business Communicators (IABC) May 2001 - June 2002
Text 100 Public Relations June 2000 - May 2001
Skills
Internal Communications, Employee Engagement, Town Hall Meetings, Strategic Communications, Recognition Awards, SharePoint, Content Strategy, Content Management, Video Production, Multimedia, Public Relations, Project Management, Communications Planning, Event Planning, Leadership, Management, Marketing, Media Relations, Research, Social Media, Strategy, Team Leadership, Marketing Communications, Newsletters
Education
California State University-Chico 1995 — 1999
BA/Journalism, Public Relations
Heitman LLC, Real Estate Investment Management April 2012 - Present
Investment Management Leaders in Los Angeles 2011 - 2012
Urban America Advisors 2010 - 2011
MetLife April 2002 - August 2009
Spieker Properties, LLC August 1997 - July 2001
Legacy Partners August 1991 - August 1997
Skills
Real Estate Investment, Real Estate, Portfolio Management, Asset Management, Financial Analysis, Underwriting, Acquisition Analysis, Acquisition Integration, Dispositions, Investor Relations, Executive Management, Performance Management, Team Leadership, Team Building, Investment Properties, Asset Managment, Disposition, Business Development, Investments, Property Management, Real Estate Economics
Education
Smith College Exec Education 2007 — 2007
Summer Program, Executive Education Program
California State University-Fullerton, Mihaylo College of Business and Economics 1985 — 1991
BS, Finance - Real Estate
American Family Insurance January 2014 - Present
COUNTRY Financial July 2010 - Present
Combined Insurance October 2013 - December 2013
Allstate Financial Services, LLC April 2012 - October 2013
The Ralston Group January 2010 - August 2010
MetLife July 2004 - October 2009
Aon 1975 - 2000
Skills
Sales Management, Commercial Insurance, Health Insurance, Insurance Planning, Sales Skills Training, Leadership Development, Educational Leadership, Teaching Skills, Series 6, Series 63, Property & Casualty..., Retirement, Insurance, Teaching, Fixed Annuities, IRAs, Selling Skills, Long-term Care, Disability Insurance, Life Insurance, Training, Sales, Financial Planners, Long Term Care Insurance, Whole Life, Universal Life, Term Life Insurance, Roth IRA
Education
Illinois State Board of Education 2000 — 2000
Teaching Certificate Type 09 (Secondary)
California State University-Long Beach 1968 — 1974
BA, Politcal Science
Golden West College 1966 — 1968
A.A., Political Science
Kalani College Prep 1965 — 1966
High School Diploma
MetLife April 2008 - Present
Wells Fargo Insurance Services May 2004 - November 2007
Education
California State University-Sacramento 2000 — 2002
Consultant / Independent September 2015 - Present
University of California June 2002 - July 2015
University of California May 1995 - July 2015
MetLife March 2000 - April 2002
University of California office of the president November 1994 - April 1998
Skills
Research, Outlook, PowerPoint, Calendaring, Office Management, Microsoft Office, Microsoft Excel, Microsoft Word, Spreadsheets, Editing, Access, Travel Arrangements, File Management, Visio, Access Database, Office Administration, Administrative..., Customer Service, SharePoint, Managing Meetings, Organizational..., Network Administration, Program Management, Higher Education, Project Management, Planning & Organizing..., Conference Coordination, Conference Organization, Public Speaking, Database Administration, Desktop Application..., Leadership, Data Analysis, Databases
Education
California State University-Hayward 1990 — 1992
Certificate, Legal Assistant/Paralegal, 3.7
Minnesota State University 1968 — 1972
Bachelor's degree, Political Science/Sociology, 3.0
University of Minnesota-Twin Cities 1967 — 1968
Undergraduate Core
BridgeHealth 2015 - Present
Perrine & Whitaker, Inc. 2012 - 2014
Mercer Consulting 2009 - 2012
California Insurance Services 1999 - 2009
Metlife 1998 - 1999
Education
California State University-Fresno 1990 — 1994
Bachelors of Science (BS), Business Administration-International Management
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division. August 2011 - Present
State Farm Insurance December 2008 - March 2010
MetLife March 2008 - November 2008
Independent Capital Management/AIG Financial Advisors, Inc. April 2004 - February 2008
Education
University of Phoenix - Pasadena, CA 2001 — 2003
Bachelor of Science (BS), Information Technology
California State University-Northridge 2000 — 2001
MIS
Beth Ercolini Consulting September 2015 - Present
Ascension Benefits & Insurance Solutions June 2013 - August 2015
ArlenGroup, a division of Alliant April 2007 - June 2013
Marsh December 1993 - March 2005
MetLife August 1988 - December 1993
Skills
Health Insurance, Employee Benefits, Health Care Reform, Life Insurance, Benefits Administration, Disability Insurance, Account Management, Underwriting, Long-term Care, Health Savings Accounts, Strategic Planning, Managed Care, ERISA, Healthcare, Customer Service, Consulting, Client Relations Skills
Education
California State University-Sacramento
Finance, General
MetLife July 2015 - Present
RiverSource October 2012 - Present
Ameriprise Financial Services, Inc. May 2010 - October 2012
Sonic Automotive September 2007 - March 2010
Car Pros October 2005 - July 2007
Skills
Family Finances, Estate Planning..., Retirement Planning..., Saving for Edcuation, Investments, Series 7, Wealth, Equities, Disability Insurance, FINRA, Asset Managment, Series 63, 401k Rollovers, Retirement, Investment Advisory, Asset Allocation, Investment Strategies, 401k, Wealth Management, Roth IRA, Personal Financial..., Life Insurance, Financial Services, Securities, Sales, Variable Annuities, Long Term Care Insurance, Investment Management, Bonds, Term Life Insurance, Long-term Care, Income Protection, Universal Life, Whole Life, Relationship Management, Estate Planning, Retirement Planning
Education
University of La Verne 2009 — 2010
Business Administration and Management, General, 4.0
California State University-Long Beach 2002 — 2005
Bachelor of Arts (B.A.), Economics
Long Beach City College 1999 — 2001
Associate's degree, Economics
The Wealth Consulting Group in Rancho Mirage November 2014 - Present
MetLife February 2009 - November 2014
Oppenheimer Funds January 2000 - July 2001
MassMutual January 1992 - December 2000
MML Investors Services Inc. January 1988 - December 1990
Skills
Coaching, Financial Advisory, Financial Planning, Financial Services, Insurance, Investments, Leadership, Public Speaking, Finance, Portfolio Management, Retirement, Retirement Planning, Strategic Planning, Securities, Team Building
Education
American College 2011 — 2013
CASL Candidate, Chartered Advisor for Senior Living
College for Financial Planning 2012 — 2012
ADPA Certified, Acredited Domestic Partner Advisor
California State University-Northridge
Bachelors of Science
Peterson High
USC Extension Studies
CFP Certified Financial Planner Designation 1984-2001
MetLife July 2013 - Present
Core Athletics November 2009 - July 2013
Cabarrus County Schools 2009 - July 2013
Enterprise Rent-A-Car August 2005 - October 2008
Skills
Public Speaking, Classroom, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Project Management, Sales
Education
California State University-Stanislaus 2000 — 2005
New York Life Insurance Company June 2014 - Present
MetLife October 2013 - May 2014
Unum May 2007 - October 2013
CIGNA March 2005 - May 2007
Skills
Sales, Disability Insurance, Management, Customer Service, Insurance, Leadership, Employee Benefits, Time Management, Marketing, Strategic Planning, Account Management, Negotiation, Team Building, Sales Management, Claim, Underwriting, Recruiting, Brokers, Microsoft Office, Social Networking, Long-term Care, Proficient in Microsoft..., Excel in fast paced,..., Impressive analytical, ..., Cold Calling, Bilingual in English..., Effective persuasive..., Sourcing, Financial Services
Education
California State University-Northridge 2003 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
California State University-Northridge
Bachelor’s Degree, Business Administration and Management, General
Allstate November 2012 - Present
Independent Insurance Agent August 2009 - July 2012
MetLife January 1998 - August 2009
Education
California State University-Fullerton
Bachelor of Business Administration (B.B.A.), Finance, General
None September 2015 - Present
Independent broker January 2014 - Present
Maricopa County Sheriff's Office April 2012 - Present
GWG Life September 2014 - September 2015
Strategic Funding Group, LLC December 2010 - December 2013
Succession Capital Alliance June 2007 - December 2010
Pacific Life February 2006 - June 2007
Pacific Life Insurance Company 2004 - 2006
MetLife 2001 - 2003
SunAmerica Retirement Markets 1995 - 2001
Skills
Health Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Employee Benefits, Term Life Insurance, Retirement, Whole Life, Estate Planning, Wealth, Wealth Accumulation, Asset Protection, High Net Worth..., Succession Planning, Estate Tax Planning, Trusts, Financial Planners, Strategic Financial..., Small Business, Investment Advisory, Alternative Investments, Funding, Financial Services, Investments, Life Insurance, Wealth Management, Financial Planning, IRAs, Insurance, Sales, Financial Advisory, Series 7, Management, Retirement Planning
Education
CSUN 1991 — 1993
University of La Verne
BS, Business
MetLife January 2013 - Present
MetLife July 2012 - December 2012
MetLife July 2011 - July 2012
Dynamic Investment Strategies July 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking, Customer Satisfaction, Sales, Sales Operations, Employee Benefits, Cold Calling, Selling, Insurance, Brokers, Term Life Insurance, Health Insurance, Underwriting, Account Management, Life Insurance, Disability Insurance
Education
California State University-Fullerton 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Google March 2015 - Present
Santander Bank, N.A. April 2014 - February 2015
Neotys December 2012 - June 2013
Citizens Bank September 2012 - December 2012
MetLife March 2008 - September 2012
Fidelity July 2007 - January 2008
SuccessFactors September 2006 - June 2007
Consultant Services October 2002 - September 2006
Epiphany January 2001 - June 2002
S1 Corporation February 1999 - January 2001
Skills
Access, SQL, Insurance, Project Management, Risk Management, Strategic Planning, Credit, Process Improvement, New Business Development, Business Analysis, Product Development, Team Building, CRM, Databases, Leadership, Testing, Oracle, Financial Services, Enterprise Software, Management
Education
California State University-Stanislaus
MBA, Business Systems
University of California, Santa Cruz
BA, Politcal Science/ Economics
Canterbury Preparatory School
High School Diploma
Southern California Edison January 2013 - Present
MetLife March 2008 - Present
Metlife January 2007 - February 2008
Fidelity Investments November 2005 - January 2007
JPMorganChase 1995 - 2005
Skills
Vendor Management, Outsourcing, Business Analysis, Six Sigma, Credit Risk, Financial Services, Business Process..., Process Improvement, PMP, Relationship Management, Strategy, Management, Forecasting, Operations Management, Program Management, Business Planning, Call Centers, Financial Analysis, Cross-functional Team..., Project Management, Insurance, Change Management, Customer Experience, Customer Satisfaction, Portfolio Management, Business Process..., Risk Management, Business Transformation, CRM, Project Portfolio..., Business Process, Executive Management
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA
California State University-East Bay 1990 — 1993
MS, Quantitative Business Analysis
Université Aboubekr Belkaid 1979 — 1983
BS, Physics
Pacific Life July 2015 - Present
Griffin Capital Corporation September 2014 - July 2015
MetLife March 2008 - May 2014
Inland Group, LLC November 2000 - March 2008
DMC Advertising January 2000 - November 2000
Campbell Mithun September 1999 - January 2000
JWT February 1998 - August 1999
Skills
Direct Marketing, Change Management, Financial Services, Account Management, Direct Mail, Marketing Communications, Project Management, Marketing
Education
California State University-Fullerton
BA
Woodbridge High School
Rockwell Collins June 2013 - Present
MetLife February 2008 - November 2012
J.F. Shea Co., Inc. December 2005 - February 2008
J.F. Shea Co., Inc. August 2003 - December 2005
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Liability, Workers Compensation, Financial Analysis, Financial Modeling, Risk Management, Financial Reporting, Accounting, Variance Analysis, Budgets, Account Reconciliation, General Ledger, Access, Microsoft Excel, Analysis, Employee Benefits, Financial Risk, Finance, Insurance
Education
California State University-Fullerton 1998 — 2002
Bachelor or Arts in Finance, Corporate Finance
Cetera Advisor Networks LLC September 2013 - Present
Tower Square Securities, Inc. May 2009 - Present
MetLife November 2006 - December 2008
U.S.S. Benfold October 1994 - December 1998
Skills
Retirement Planning, Fixed Annuities, Investments, Alternative Investment..., Stock Trading, Variable Annuities, 403 b, College Savings Plans, Financial Analysis, Strategic Financial..., Stock Market Analysis, TSP, Financial Risk..., Mutual Funds, Wealth Management..., Series 65, Asset Management, Tactical Asset..., Dynamic Asset Allocation, Series 7, Series 63, Financial Planners, Project Management
Education
Cal State Fullerton 2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Golden West College 2000 — 2003
Associate of Arts (A.A.), General Studies
MetLife January 2015 - July 2015
California State University, East Bay August 2013 - June 2015
Centerplate June 2010 - December 2011
Skills
Pastoring, Cooking, Facebook, Higher Education, Microsoft Office, Public Speaking, Teaching, Mentoring, Social Networking, Research, Customer Service
Education
California State University-East Bay 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
California State University-East Bay 2012 — 2016
Bachelor of Business Administration (B.B.A.), Public Relations, Advertising, and Applied Communication
Provident Funding Associates L.P. December 2012 - Present
MetLife December 2011 - December 2012
Four Seasons Hotels and Resorts December 2007 - December 2011
Calabasas Country Club August 2006 - September 2007
First Financial Lending November 2006 - July 2007
Skills
Finance, Research, Management, Leadership, Portfolio Management, Wealth Management, Retirement, Sales, Financial Modeling, Marketing, Mutual Funds, Accounting, Microsoft Excel, Analysis, Loans, Series 63, Equities, Time Management, Insurance, Economics, Financial Analysis
Education
California State University-Northridge 2009 — 2011
Bachelors of Science, Finance
Principal Financial Group August 2004 - Present
MetLife January 1999 - August 2004
General American January 1996 - December 1998
Comerica Bank June 1991 - December 1995
Skills
401k, Series 7, Retirement, Mutual Funds, Investments, Defined Benefit, ERISA, Series 63, Pensions, FINRA
Education
California State University-Fullerton 1991 — 1994
MBA, Business Administration
Central Michigan University 1984 — 1988
BSBA, Finance
Sammons Financial Group September 2012 - Present
Innovative Computer Solutions, Inc. September 1986 - Present
Sammons Financial Group Member Companies 2012 - 2015
Sammons Financial Group Member Companies 2012 - 2015
Allstate 2010 - 2011
AFLAC October 2008 - October 2010
Aflac January 2004 - December 2007
Thrivent For Lutherens April 2003 - July 2003
Metlife 1999 - 2002
Northern Life 1979 - 2000
Skills
CICS, Life/70, LifeComm, COBOL, Assembly Language, DB2, Business Analysis, SDLC, Requirements Analysis, Visio, Software Project..., Integration, SQL, Mainframe, Business Requirements, Requirements Gathering, Systems Analysis, Enterprise Architecture, Databases, Database Design, Data Warehousing, Business Intelligence, DSS, Java, Changeman, Xpediter, VSAM, Visual Basic, VBA, Microsoft Excel, JCL, MQ Series, Life Insurance, Vantage-One, ISPF Dialog Manager, ISPF, ISPF Edit Macros, Clists, REXX, XML, Abend-Aid, SDSF, Microsoft Word, Trac, Microsoft Office, On-call Support, Technical Leadership, Windows, Fixed Annuities, Variable Annuities
Education
California State University-Los Angeles 1973 — 1974
Bachelor of Arts (B.A.), Psychology
California State University-Northridge 1968 — 1972
BA, Psychology
General Motors September 2015 - Present
MetLife June 2014 - February 2015
Wells Fargo November 2013 - May 2014
N.E.W. Customer Service Companies, Inc September 2011 - December 2012
Express Scripts October 2010 - June 2011
UBS Wealth Management December 2009 - September 2010
Skills
Speech Recognition, Genesys, Avaya, IVR, VXML, SDLC, ASR, VUI Design, TTS, GRXML, CCXML, CTI, Nuance, Contact Centers, Call Centers, Tomcat, Avaya Technologies, Unix
Education
California State University, Fresno 2006 — 2008
Master of Science (MS), Computer Science
Jawaharlal Nehru Technological University 2001 — 2005
Computer Science, Bachelors of Computer Science
Humanity.com, Inc. June 2015 - Present
MetLife June 2014 - June 2015
California Polytechnic State University September 2010 - June 2014
SLO Events January 2012 - March 2012
Skills
Event Planning, Social Networking, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Team-oriented, Fundraising, Customer Service, Self-starter, Social Media, Mac, iMovie, Organizational..., Keen Listener, Restaurants, Long-term Customer..., Strategic Planning, Reliability, Cross-cultural..., Hotels, Aloha, Research, Windows, Team Leadership, Prezi, Keynote, Open Table, Pinterest, Qualitative Research, Quantitative Research, Writing
Education
Cal Poly San Luis Obispo 2010 — 2014
Bachelor of Arts (BA), Communication, General
University of Barcelona, Spain
LFP, Inc. December 2013 - Present
Dignified Transition Solutions, LLC October 2011 - December 2013
MetLife March 2011 - September 2011
Costco Wholesale November 2007 - September 2010
Skills
Financial Analysis, Data Analysis, Finance, Microsoft Excel, Microsoft Office, Salesforce.com, Customer Service, Microsoft Word, Access, Outlook, Forecasting, Training, Banking, Short Sales, Customer Satisfaction, Financial Reporting, ERP, ERP Software, ERP Implementations, Variance Analysis, Consolidated Financial...
Education
California State University-Northridge 2008 — 2011
Bachelor’s Degree, Finance, General
Transamerica December 2005 - Present
MetLife January 2001 - November 2005
Merrill Lynch 1997 - 2001
Skills
Investments, Financial Services, Pensions, Account Management, Customer Service, Team Leadership, Qualified Retirement..., Retirement Plan..., Manage Client..., Defined Contribution, 401k, 403 b, Defined Benefit, FINRA, Profit Sharing, Retirement
Education
California State University-Chico 1994 — 1996
BS, Business Administration
JPMorgan Chase January 2012 - October 2012
MetLife March 2008 - June 2009
Skills
Investments, Banking, Insurance, Portfolio Management, Financial Services, Loans, Retirement Planning, Mutual Funds, Credit, Wealth Management
Education
California State University-East Bay 2005 — 2006
MBA, Finance & Strategic Management
California State University-East Bay 2001 — 2004
Bachelor of Science (BS), Marketing
Western Alliance Bancorporation August 2012 - Present
Armory Funds September 2011 - March 2012
Wedbush Morgan October 2010 - September 2011
Monroe Capital April 2010 - June 2010
MetLife June 2009 - August 2009
PIMCO May 2005 - June 2008
PIMCO June 2003 - May 2005
Skills
Financial Modeling, Credit Analysis, Equity Research, Structured Finance, CDO, CMBS
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Concentrations in Accounting and Finance
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Science in Business Administration, Minors in Economics and Psychology
UnitedHealth Group March 2004 - Present
Cigna April 2002 - March 2004
MetLife January 1989 - April 2002
Chevron June 1988 - January 1989
Skills
Health Insurance
Education
California State University-East Bay 1994 — 1998
Bachelor's Degree, Accounting and Finance
PennyMac February 2013 - Present
Metlife June 2000 - January 2013
Skills
SQL, Requirements Analysis, SDLC, Microsoft SQL Server, SSRS, XML, Data Warehousing, Visio, Business Analysis, Databases, .NET, Software Development, C#, SOA, T-SQL, Web Services, ASP.NET, JavaScript, Visual Basic, Java, Requirements Gathering, VB.NET, SSIS, Systems Analysis, PL/SQL, HTML, MySQL, Access, Visual Studio, MS Project, Testing, Data Modeling, Web Development, Data Analysis, Windows, Perl, Database Design, DB2, Software Documentation, IIS, Agile Methodologies, WCF, Integration, Enterprise Architecture, Software Project...
Education
California State University-Northridge 1996 — 2000
BS, Computer Science
Ort Horivitz 1991 — 1995
High School Diploma, Mathematics
#52 1983 — 1991
Hewlett-Packard April 2011 - Present
Hewlett-Packard (Palm GBU) July 2010 - April 2011
Palm October 2003 - July 2010
Handspring 2000 - 2004
Metlife December 1996 - November 2000
Computer Learning Center Los Angeles 1993 - 1996
Skills
Product Management, Mobile Devices, Cross-functional Team...
Education
California State University-East Bay 2002 — 2007
Bachelor of Arts (B.A.), Polital Science
MetLife March 2013 - October 2014
MetLife December 2008 - March 2013
MetLife September 2007 - December 2008
Alcatel-Lucent July 2005 - March 2007
Alcatel-Lucent July 2003 - July 2005
Alcatel-Lucent July 2000 - July 2003
Skills
Project Management, Business Analysis, Process Improvement, Business Process, Process Management, Leadership, CRM, Operations Management, Management, People Management, Training, Program Management, SDLC, Integration, Business Process..., Customer Service, ITIL, Cross-functional Team..., Change Management, Software Documentation, Data Analysis, PMP, IT Strategy, Problem Analysis, Problem Management, IT Asset Management, Meeting Scheduling, Meeting Facilitation, Cost Management, Cost Control, Vendor Management, Third Party Vendor..., Vendor Relations, Requirements Gathering, Microsoft Project, Visio, Outlook, Access, PowerPoint, Microsoft Excel, Microsoft Word, Lotus Notes, Lync, WebEx, SharePoint, Ariba, BMC Remedy, HP Openview, Accounts Payable, PeopleSoft
Education
Kaizen Institute of Technology, Iselin, NJ 2015 — 2015
Certificate, Comprehensive Project Management; Business Analysis
California State University-Long Beach
Accounting credits, Accounting
New Jersey City University
Bachelor of Arts (B.A.), Special Education and Teaching; Minor in Behavioral Science
The Rule Group 2001 - 2012
Marsh January 1999 - March 2002
MetLife 1985 - 1996
Education
California State University-Fullerton
History
AIG February 2014 - Present
MetLife July 2004 - February 2014
Skills
Fixed Annuities, Sales Presentations, Retirement Planning, Financial Services, Sales, Variable Annuities, Asset Allocation, Series 63, Mutual Funds, Insurance, Relationship Management, Life Insurance, Employee Benefits, Investments, 401k, Retirement, Wealth Management, Series 7, Series 6
Education
California State University-Chico 1999 — 2004
Pacific Life July 2014 - Present
MetLife March 2001 - December 2013
MetLife April 2004 - June 2006
MetLife March 2001 - April 2004
Equitable Distributors, Inc. March 1999 - November 2000
Skills
Fixed Annuities, Securities, FINRA, Series 6, Life Insurance, Financial Services, Retirement, Surveillance Monitoring, Project Management, Internal Audit, External Audit, Insurance, Investments, Training, Leadership, Disability Insurance, Mutual Funds, Retirement Planning, Management
Education
California State University-Long Beach 1997 — 2001
MS, Sport Psychology
California State University-Long Beach 1993 — 1997
BA, Psychology
Mayo Clinic in Arizona August 2012 - Present
Mayo Clinic October 2008 - August 2012
Mayo Clinic March 1996 - October 2008
Fountain Valley Regional Hospital/MCS Administrative Services, Inc. April 1993 - March 1996
Health Net July 1990 - April 1993
MetLife June 1989 - July 1990
Skills
Healthcare, Hospitals, Leadership, Strategic Planning, Healthcare Management, Business Development, Operations Management
Education
California State University-Long Beach 1990 — 1993
Master of Science (M.S.), Health Care Administration
California State University-San Bernardino 1987 — 1989
Master of Arts (M.A.), Industrial and Organizational Psychology
California State University-Long Beach 1982 — 1987
Bachelor of Arts (B.A.), Applied Psychology
Chewse January 2014 - June 2014
MetLife October 2011 - May 2013
Vericare December 2008 - November 2010
Foam Magazine May 2007 - December 2007
Golden State Physicians August 2006 - June 2007
Skills
Leadership, Marketing, Project Management, Sales, Strategic Planning, Management, Salesforce.com, Customer Acquisition, Account Management, Business Development, Microsoft Excel, New Business Development, Microsoft Office, Analysis, Business Planning, Sales Management, Social Media, Social Media Marketing
Education
California State University-Fullerton 2001 — 2006
Bachelor of Science (B.S.)
John A. Rowland High School
Stanford University
Wells Fargo February 2013 - Present
Wells Fargo July 2011 - December 2012
Wells Fargo November 2008 - June 2010
Arcadia Entertainment (formerly Hyperpia) May 2007 - September 2008
MetLife 2003 - 2008
WaMu 2005 - 2007
Souza Real Estate 2005 - 2005
Kiaser Permanente 2002 - 2005
CNET Networks, Inc. 2000 - 2002
Webvan 1999 - 2000
Skills
Six Sigma, Windows Administration, Leadership, Management, SDLC, Project Management, Training, Analysis, Vendor Management, Business Analysis, Budgets, Process Improvement, IT Strategy, Integration, Program Management, Software Documentation, Business Process...
Education
California State University-Hayward - School of Business and Economics 1990 — 1995
Business, Management, CIS, Telecommunications
San Leandro High School 1987 — 1990
Diploma
MetLife July 2011 - September 2013
Keller Williams Fresno November 2010 - November 2010
First American Title Company January 2007 - February 2010
First American Title April 2001 - December 2007
Skills
Sellers, Coaching, Short Sales, Public Speaking, Real Estate, Business Development, Mortgage Lending, New Business Development, Investment Properties, Management, Loans, Customer Service, Relocation, Real Estate Transactions, Business Strategy, Single Family Homes, Training
Education
California State University-Fresno 1997 — 2004
Bachelor's degree, Marketing
UnitedHealth Group Principal Contract AssociatePacifiCare Health Systems1999 - 2003
MetLife 1994 - 1996
Education
California State University-Long Beach - College of Business Administration 1980 — 1983
Brown and Brown Insurance of Nashville August 2011 - Present
FIRST HORIZON INSURANCE AGENCY 2008 - 2011
Crye-Leike Insurance Agency December 2005 - January 2008
MetLife Auto & Home July 2003 - January 2006
Nationwide Insurance June 2002 - February 2003
MetLife July 1999 - May 2002
Skills
Umbrella Insurance, Insurance, Workers Compensation, Liability, Inland Marine, Homeowners, Licensed Property, Motorcycle, Renters, Property, General Insurance, Casualty, Customer Service, Property, Sales, Casualty Insurance, Underwriting
Education
California State University-Northridge 1977 — 1981
Morgan Stanley September 2014 - Present
MetLife May 2011 - August 2014
AIG SunAmerica January 2007 - April 2011
Stern, Kory, Sreden & Morgan, AAC December 2005 - December 2006
White, Zuckerman, Warsavsky, Luna, Wolf & Hunt September 2004 - December 2005
Singer, Lewak, Greenbaum, and Goldstein, LLP July 2004 - September 2004
Skills
Tax, Accounting, Account Reconciliation, Financial Reporting, International Tax
Education
California State University-Northridge
Bachelors
Bankers Life May 2015 - Present
J.P. Morgan March 2013 - February 2015
Edward Jones March 2011 - March 2013
World Group Securties February 2001 - March 2011
MetLife June 1996 - February 2001
Skills
Retirement Planning, Investments, Fixed Annuities, Mutual Funds, Wealth Management, Small Business, Financial Planning, Strategic Financial..., Retirement, Financial Advisory, Investment Advisory, Customer Service, IRAs, 401k, Series 6, Wealth, Securities, Portfolio Management, Series 7, Series 65, Series 63, Variable Annuities, Life Insurance, Long Term Care Insurance, Marketing, Team Building, Leadership, Strategic Planning, Public Speaking
Education
California State University-Long Beach 1979 — 1982
Bachelor's of Science, Administrative Systems, 3.6
MetLife Account ManagerFremont Investment and Loan2002 - 2006
Education
California State University-Fullerton 1998 — 2001
HealthCarePartners March 2012 - Present
RAND Corporation March 2009 - September 2009
TheMls April 2008 - March 2009
DaVita February 2004 - November 2007
Lieberman Research Worldwide November 2006 - July 2007
MetLife August 2000 - December 2004
Baxter Healthcare April 2003 - November 2003
Skills
Business Intelligence, Databases, Data Warehousing, SQL, Database Administration, Database Design, Microsoft SQL Server, Data Analysis, Visio, T-SQL, Clarity ETL, ETL, Analytics, Data Modeling, SDLC, SSIS, SharePoint, SSRS, Enterprise Architecture, Software Project..., Disaster Recovery, Software Development
Education
California State University-Northridge 1992 — 1994
Master Studies, Computer Science
University of Madras 1986 — 1990
Bachelors, Electronis & Communication Engineering
Los Angeles Community College District February 2012 - Present
Pratt & Whitney Rocketdyne January 2009 - February 2012
Metlife January 2008 - January 2009
Inhance Media September 2007 - January 2008
Digital Consulting Services May 2006 - September 2007
Advanced Computer Services August 1998 - May 2006
Skills
Microsoft SQL Server, Project Management, C#, .NET, ASP.NET, Shell Scripting, C++, Networking, Visio, SDLC, SQL, Software Development, Unix, MS Project, SharePoint
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Business
California State University-Northridge 2005 — 2007
Masters of Science, Computer Science
California State University-Northridge 2003 — 2005
B.S., Computer Science
Farmers Insurance August 2014 - Present
Miguels Mexican Cocina May 2012 - July 2015
MetLife May 2013 - May 2014
Skills
Leadership, Team Management, Communication, Innovation, Product Development, Microsoft Excel, Organization, Process Flow Charts, Property Management, Analysis, Marketing, Time Management, Entrepreneurship, Management, Market Research, Sales, Training, Public Speaking, Social Networking, Customer Service, Social Media, Microsoft Office, PowerPoint, Microsoft Word
Education
California State University-San Marcos 2010 — 2014
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, Senior
Mt Carmel High School 2005 — 2009
MetLife June 2006 - Present
Education
California State University-Long Beach 2000 — 2002
The Hartford May 2015 - Present
E&M Insurance Services October 1991 - Present
Hodges-Mace Benefits Group, Inc. September 2011 - Present
Standard Insurance Company April 2009 - Present
MetLife September 2009 - Present
ARAG September 2010 - Present
Skills
Employee Benefits, Disability Insurance, Open Enrollment, Health Insurance, Health Savings Accounts, Dental Insurance, Vision Insurance, Accident Insurance, Critical Illness, Term Life Insurance, Long-term Care, Universal Life, Fixed Annuities
Education
California State University-Northridge
BA, Theater Arts
The American College
MetLife January 2009 - Present
babystyle June 2000 - August 2006
Levi Strauss October 1996 - June 2000
Hot Spices INC. October 1993 - October 1996
Education
California State Polytechnic University-Pomona 1992 — 1995
BS, Specialized Communications
Capitas Financial February 2011 - October 2013
The Hartford May 2010 - February 2011
International Planning Group October 2007 - October 2009
MetLife November 2001 - March 2008
Skills
Insurance, Strategic Financial..., Business Strategy, New Business Development, Investments, Integrated Marketing, Sales Management, Digital Strategy, Negotiation, Analytics, Interactive Marketing, Sales, Direct Marketing, Strategic Planning, Relationship Marketing, Advertising, Marketing Strategy, Financial Analysis, International Sales, Series 7, Series 63, Series 24, Life & Health Insurance..., Marketing, Wealth, Series 6, Financial Advisory, Retirement Planning, Life Insurance, Fixed Annuities, Disability Insurance, 401k, Long-term Care, Wealth Management, Retirement, Term Life Insurance, Long Term Care Insurance
Education
California State University-Long Beach - College of Business Administration 1994 — 1997
BS, Finance
Wells Fargo Bank November 2008 - Present
MetLife August 2005 - October 2008
Enterprise Rent-A-Car July 2000 - June 2005
Skills
Loans, Credit, Series 7, Small Business Lending, Commercial Lending, Consumer Lending, Mortgage Lending, Commercial Banking, Credit Analysis, Wealth Management, Lines Of Credit, Portfolio Management, Series 63, Banking, Investments, Loan Origination, Retirement Planning, Mortgage Banking, Private Banking, Refinance, Sales, Financial Advisory
Education
Cal State Fullerton 2001 — 2005
Bachelors, Business Administration, Marketing
MetLife 1998 - Present
CB Richard Ellis 1995 - 1998
American Realty Advisors 1992 - 1995
Maguire Properties 1989 - 1992
Skills
Underwriting, Real Estate Economics, Real Estate Development, Real Estate Transactions, Investments, Asset Management, Valuation, Investment Properties, Dispositions, Due Diligence
Education
California State University-Northridge
Bachelor of Science (B.S.), Finance and Real Estate
Fidelity Investments January 2013 - June 2014
Merrill Edge July 2011 - December 2012
MetLife July 2008 - August 2010
Merrill Lynch June 2006 - April 2008
Chinatrust Bank April 2005 - May 2006
Skills
Retirement Planning, Client Relationships..., Business Development, Client Prospecting, Account Management, Problem Solving, Investment Strategies
Education
California State University-Fresno 2002 — 2004
BA, mathematics
City National Bank - Datafaction September 2014 - Present
Union Bank - UnionBanc Investment Services June 2007 - September 2014
Allstate Financial Services, LLC October 2006 - April 2007
MetLife April 2005 - April 2006
AIG Claims, Inc. April 2004 - April 2005
DesignCon, Operational Services April 2003 - April 2004
YES English School, Operational Services December 1999 - March 2003
Skills
Life and Health, Series..., Microsoft Word, Excel,..., Series 6, Annuities, Insurance, Retirement, Word, Outlook, Lotus Notes, Health, Series 63, Investments, Banking, 401k, Retirement Planning, Long Term Care, Licensing, Customer Relations, Customer Service, Risk Management, Wealth, Compliance, Excel, Process Improvement, Planning, PowerPoint, Problem Solving, Finance, Relationship Management, Wealth Management, Management, FINRA, Fixed Annuities, Project Planning, Financial Services, Mutual Funds
Education
California State University-Fullerton
Bachelor of Arts, Communications
One Technologies May 2011 - Present
Credit Solutions January 2009 - May 2011
Zadeh - Meyer Genetics June 2002 - March 2011
MetLife August 2004 - December 2008
MetLife Investors 2004 - 2008
West Coast Internet 1998 - 2004
Skills
Data Center, Virtualization, Cisco Technologies, Servers, Network Security, Troubleshooting, IIS, Networking, Firewalls, Software Documentation, Linux, VoIP
Education
California State University-Fullerton 2002 — 2004
BA, Business Administration - Concentration ISDS
City National Bank May 2015 - Present
AEW Capital Management November 2012 - May 2015
City National Bank April 2011 - November 2012
Union Bank, FDIC February 2009 - March 2011
Prudential (PMCC) July 2005 - July 2008
MetLife December 1997 - June 2005
Prudential Realty Group May 1989 - April 1996
Skills
Portfolio Management, Asset Management, Loans, Real Estate, Equities, Commercial Mortgages, Management, Valuation, Real Estate Transactions, Investments, Commercial Real Estate, Financial Analysis, Financial Modeling, Asset Managment, Disposition, Loan Origination, Due Diligence, Investment Properties
Education
University of Southern California 1987 — 1989
MBA, Real Estate Finance
California State Polytechnic University-Pomona 1985 — 1987
B.S., Real Estate Finance
Helping Build Wealth June 2012 - Present
MetLife October 2011 - February 2012
JCVN Insurance Services, Inc. June 2006 - October 2011
Primerica October 1998 - June 2006
Skills
Insurance, Health Insurance, Underwriting, Healthcare, Management, Business Development, Brokers, Change Management, Market Planning, Microsoft Office, Strategic Partnerships, Customer Retention, Call Center, Event Management, Leadership, Retirement Planning
Education
CSUN
Los Angeles Mission College
Sacramento City College
Tripp Bible College
CoreLogic July 2013 - Present
MetLife December 2000 - June 2013
Skills
Fixed Annuities, Mutual Funds, Management, Retirement, Insurance, SDLC, Series 63, Life Insurance, Series 7, Vendor Management, Business Analysis, Financial Services, Retirement Planning, 401k, FINRA, IRAs, Series 6, Data Analysis
Education
California State University-Fullerton 1998 — 2000
MBA, Management Information Systems
California State University-Fullerton 1994 — 1998
Bachelors, Business - Management Information Systems
BankUnited March 2012 - Present
MetLife Investors December 2004 - February 2009
MetLife 2004 - 2009
AARP April 2002 - December 2004
Skills
SDLC, Microsoft SQL Server, Visio, Business Analysis, Oracle, User Acceptance Testing, Databases, Requirements Analysis, XML, Visual Basic, Systems Analysis, Disaster Recovery, Requirements Gathering, SQL, Vendor Management, Data Warehousing, SharePoint, Software Documentation, SSRS
Education
California State University-Los Angeles 1991 — 1996
BA, IT
Independent Electric Supply SWITCHGEAR QUOTESINDEPENDENT ELECTRIC SUPPLYApril 2006 - Present
Independent Electric Supply 2010 - 2011
MetLife February 2000 - June 2003
Education
California State University-Northridge 2003 — 2006
BS, FINANCE/REAL ESTATE
MetLife November 2013 - Present
SRA International December 2009 - November 2013
International Society of Automation 2000 - 2009
FDM Group 1999 - 2001
Boeing Commercial Airplanes June 1996 - September 1999
Skills
jQuery, Microsoft SQL Server, SSRS, XML, CSS, JavaScript, C# 4.0, MVC.NET 4, HTML 5, ColdFusion, Ant, TFS, XAML, Silverlight, Web Services API, C#, MVC, Web Services, Soccer, ASP.NET, Agile Methodologies, Web Development, Software Development, HTML, Databases, SharePoint, ASP.NET MVC, Object Oriented Design, Oracle, Linux, SQL
Education
California State University-Long Beach 1992 — 1996
BSET, Manufacturing
MetLife June 2010 - Present
CSULB BBSA 2006 - 2010
Blue Shield of California June 2009 - August 2009
Blue Shield of California June 2008 - July 2008
Skills
Public Speaking, Marketing, Disability Insurance, Sales, Event Planning, Social Media Marketing, Social Networking, Social Media, Leadership
Education
California State University-Long Beach - College of Business Administration 2006 — 2010
Bachelor of Science (BS), Business Administration, Marketing
University of Leicester 2008 — 2008
Study Abroad Program
Molina Healthcare February 2015 - Present
MetLife October 2003 - October 2014
Discus Dental Software May 2002 - October 2003
US Banks Corporation November 2001 - April 2002
B Braun Medical Inc. February 2001 - September 2001
Universal Studios August 2000 - January 2001
Mattel Toys June 2000 - August 2000
Self Realization Fellowship July 1997 - May 2000
Bender Engineering April 1997 - October 1998
Perot Systems Corporation March 1997 - April 1997
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training, Databases, Microsoft SQL Server, SQL, Testing, Integration, Oracle, Visual Basic, SDLC, Business Analysis, Process Improvement, Requirements Analysis, Software Project..., Vendor Management
Education
California State University-Long Beach 1991 — 1994
Master of Science (M.S.), Computer Software Engineering
LD College of Engineering, Gujarat, India 1984 — 1988
Bachelor's degree, Computer Engineering
MetLife 2011 - 2012
Check Capital Management 2005 - 2009
Ryan Capital Management 1998 - 1999
William O'Neil + Co. 1993 - 1997
Merrill Lynch 1991 - 1993
Skills
Asset Managment, Investments, Hedge Funds, Trading, Series 7, Mutual Funds, Portfolio Management, Strategic Financial..., Institutional..., Fixed Income, Alternative Investments, Asset Allocation, Fund Of Funds, Financial Services, Asset Management, Financial Planning, Equities
Education
California State University-Northridge
B.A., Economics
University of California, Los Angeles
Professional Designation in Personal Financial Planning (PFP)
Allstate November 1981 - Present
The MONY Group 1978 - 1981
MetLife 1976 - 1981
Education
California State University-Long Beach 1974 — 1976
Los Angeles Harbor College 1972 — 1974
aa
Frankel Financial and Insurance Services January 2007 - March 2015
FFS(Frankel Financial Services) May 2003 - March 2015
MetLife November 1998 - January 2005
The American College December 2000 - December 2004
MCI Telecommunications November 1994 - November 1999
(Various Companies) March 1988 - November 1994
Skills
Strategic Financial..., Insurance, Investments, Leadership, Retirement Planning, Employee Benefits, Strategy, Estate Planning, Investment Advisory, Management, Financial Services, Analysis, Business Development, Portfolio Management, Wealth Management, Training, CRM, Project Management, Marketing, Small Business, Operations Management, Sales, Customer Service, Start-ups, Finance, Executive Management, Coaching, Vendor Management, Banking, New Business Development, Real Estate, Business Planning, Financial Planning
Education
Taft Law School 2012 — 2016
Doctor of Law (JD), Business & Tax Law
Cypress College 2010 — 2013
Accounting Certificate, Financial Accounting
American College 2000 — 2005
LUTC, CFP curriculum, Financial Planning and Services
California State University-Dominguez Hills 1994 — 1999
Master of Business Administration (MBA), Finance and Management, 3.9
Keller Graduate School of Management Long Beach CA 1992 — 1994
MPM, Master's Certificate in Project Management
California State University-Long Beach 1989 — 1992
BS in Electrical Engineering, Power & Communications
Next Step Foundation, Inc December 2011 - Present
Greater Calling 2005 - Present
Captura Software 1995 - 2000
Platinum Software February 1989 - May 1994
MetLife March 1986 - December 1989
Skills
Software Development, Software Quality..., Telecommunications, Non-profit Development, Non-profit..., Executive Management, Executive Coaching
Education
University of Washington, Michael G. Foster School of Business 1985 — 1986
Graduate studies, Business
California State University-Fullerton 1975 — 1979
BA, English
PayLease November 2013 - Present
Northwestern Mutual July 2012 - November 2013
MetLife 2005 - 2012
Skills
Strategic Financial..., Financial Services, Insurance, Retirement, Life Insurance, Estate Planning, Finance, 401k, Retirement Planning, Employee Benefits, New Business Development, Disability Insurance, Investments, Training, Customer Service, Software Implementation, Customer Satisfaction, Resourceful..., Sales, Microsoft Excel, Microsoft Office, Financial Planning
Education
Miami University 2015 — 2018
Master of Arts (MA), Conservation Biology
San Diego State University-California State University 2005 — 2007
Bachelor of Science (BS), Business Administration, Management
San Diego Mesa College 2004 — 2005
Pre-Business
California State Polytechnic University-Pomona 2003 — 2004
Pre-Veterinary Studies
University of San Diego High School 1999 — 2003
MetLife 2008 - July 2012
the MetLife Home Loans division of MetLife Bank, NA 2008 - July 2012
Financial Freedom Senior Funding May 2003 - April 2008
Skills
FHA, Public Speaking, Mortgage Lending, Mortgage Banking, Loan Origination, Refinance, Residential Mortgages, Real Estate, Loans, Customer Service, Insurance, Financial Analysis, Risk Management, Underwriting, Sales Management, Marketing, Credit, Sales, Banking, Negotiation, Team Building, Coaching, Strategic Planning, Small Business, Leadership, Investments
Education
California State University-Fullerton
Master's degree, Secondary School Administration/Principalship
Vanguard University of Southern California
Secondary Education and Teaching
MetLife February 2015 - Present
Skills
Marketing Management, Proposal Writing, Market Research, Marketing, Business Development, Marketing Communications, Public Relations, Advertising, Lead Generation, Strategic Planning, Marketing Strategy, Collateral Material..., Submittals, CRM, Sustainability, InDesign, New Business Development, Budgets, Management, Press Releases, Email Marketing, Sales, Contract Negotiation, Graphic Design, Social Media Marketing, Budgeting, LEED AP, Project Management
Education
University of Southern California 1994 — 1998
B.A.
California State University-Northridge
Master's Degree
MetLife November 2009 - Present
Bob Marriott’s Flyfishing Store January 2008 - November 2009
Red Cloud Lounge November 2006 - January 2008
Buca di Beppo July 2004 - October 2006
Net Ministries August 2003 - May 2004
Skills
Business Development, Customer Service, Public Speaking, Management, Insurance, Sales, Project Management, Process Improvement, Leadership, New Business Development, Strategic Planning, Team Building, Microsoft Excel, Fixed Annuities, Product Development
Education
California State University-Fullerton
BA, International Studies, Latin America
Greco & Filice, CPA's July 1993 - Present
Dale, Thompson, Dippel and Hawn June 1991 - June 1993
Self-employed June 1990 - June 1991
MetLife July 1989 - June 1990
McCormick & Company October 1984 - August 1989
Gilroy Foods, Inc ( subsidiary of McCormick & Co.) July 1983 - September 1984
Skills
Budgets, Accounting
Education
Santa Clara University 1987 — 1991
Master of Business Administration (M.B.A.), Business Administration
California State University-Chico 1978 — 1982
Bachelor’s Degree, Business Administration- Marketing
The Word & Brown Companies - CHOICE Administrators March 2013 - Present
MetLife July 2011 - March 2013
Cetera Advisor Networks (formerly known as Financial Network Investment Corporation) February 2010 - July 2011
Cetera Financial Group October 2007 - January 2010
Cetera Financial Group (formerly known as ING Advisors Network) January 2006 - October 2007
Skills
Project Management, Compliance, Health Insurance, Requirements Gathering, Visio, Data Analysis, Insurance, SOP development, Workflow Diagrams, Business Process Mapping, Gap Analysis, HIPAA, Regulatory Guidelines, Affordable Care Act, Health Care Reform, Regulatory Requirements
Education
UC Irvine, Extension 2013 — 2014
Clinical Trials: Medical Device and Drug Development Certificate Program, Life Sciences
California State University-Fullerton
Bachelor of Arts, Business - Concentration in Finance
MetLife April 1997 - Present
Skills
Insurance, SDLC, Business Analysis, Health Insurance, Visio, Process Improvement, Requirements Analysis, Requirements Gathering, IT Strategy, Employee Benefits, Project Management
Education
California State University-Northridge 1982 — 1992
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
University of Phoenix
Bachelor of Science (B.S.), Information Technology
Pacific Life June 2014 - Present
MetLife December 2000 - May 2014
Fantastic Sams June 1997 - October 2001
Skills
Help Desk Support, Technical Support, BMC Remedy, XP, Laptops, Blackberry, Troubleshooting, Time Management, SharePoint, Microsoft SQL Server, Leadership, Team Leadership, Team Management, Highly motivated..., Remote Troubleshooting, People Skills, Telephone Skills, Telephony, Analytic Problem Solving, Root Cause Problem..., Self-driven, Learning Quickly, Enthusiasm to learn, Always Willing to Learn, Adaptable to Changes, Customer Service, Customer Support, Customer Satisfaction, Technical Training, Organization &..., Analytical Skills, Written & Verbal..., SDLC, Business Analysis, Requirements Gathering, Disaster Recovery, Business Intelligence, SQL, Problem Solving, Self-starter, Adaptability, Communication Skills, Multi Tasking, Citrix, Microsoft Office, iPhone Support, iPad, RSA SecurID, VPN, Hardware
Education
California State University-Fullerton
Bachelor of Business Administration (B.B.A.), Marketing
SON-GRACE INC July 2003 - Present
BALTIMORE January 1992 - January 2000
MetLife February 1992 - January 1993
Education
California State University-Los Angeles 1990 — 1991
Bachelor's degree, Theatre/ARTS
KENSINGTON UNIVERSITY/ GLENDALE 1982 — 1983
Master of Arts (M.A.), Fine/Studio Arts, General
MetLife April 2008 - Present
Unified Technical May 2007 - September 2007
American Home Mortgage December 2004 - April 2007
Education
Cal State Fullerton
MetLife Senior Secretary to Senior Vice President of SalesForest Lawn Memorial Parks and Mortuaries2007 - 2012
Skills
Microsoft Word, Employee Benefits, Customer Service, Microsoft Office, Life Insurance, Microsoft Excel, Disability Insurance, Insurance, Social Media
Education
California State University-Los Angeles
Bachelor of Arts (BA), Sociology
MetLife 2003 - 2013
Safeguard Dental and Vision 2003 - 2008
Skills
Program Management, Shell Scripting, Testing, Programming, Unix
Education
California State University-Northridge
Bachelor's degree, Computer Science
Self-employed October 2002 - Present
MetLife June 1975 - March 2002
Los Angeles Unified School District June 1968 - January 1972
Skills
All aspects of Death..., Research Medical..., Conducts Psychological..., Conducts Insurance..., Provides Protective..., Provides Special...
Education
California State University-Los Angeles 1972 — 1976
Bachelor of Arts (BA), Education - Criminal Justice - Business - Cultrual Studies
Los Angeles City College 1969 — 1972
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Smart Trust January 2015 - Present
SC Distributors January 2014 - December 2014
SC Distributors January 2010 - January 2014
MetLife January 2005 - January 2010
Skills
Series 7, Series 63
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
Master of Business Administration (M.B.A.)
California State University-Long Beach 2002 — 2004
Bachelor of Science (BS), Business Administration and Management, General