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
Molina Healthcare June 2015 - Present
MetLife March 2015 - June 2015
InfraStructure & Energy Alternatives, LLC February 2013 - December 2014
CBRE March 2011 - February 2013
InfraSource, LLC October 2006 - January 2011
MKS September 2003 - October 2006
Earth Tech September 2000 - July 2003
Schulstad USA December 1995 - September 2000
Van den Bergh Foods 1990 - 1995
Deltak 1983 - 1990
Skills
Office Management, Vendor Management, Expense Budgeting, Performance Appraisal, New Employee Orientation, Office Relocation, Meeting Planning, Events Organizer, Hotel Site Selection, Hotel Contract..., Build Out, New Hire Orientations, Budgets, Management, Contract Negotiation, Time Management, Leadership, Project Management, Human Resources, Events Organisation, Sales, Proposal Writing, Hotels, Negotiation, Event Planning, Event Management, Process Scheduler, Customer Service, Construction, Start-ups, Project Planning, Process Improvement, Microsoft Office, Training, Invoicing, Team Building
Education
College of DuPage
Associate of Arts (AA)
Roosevelt University
Certificate, Paralegal
GWHS
Ameriprise Financial Services, Inc. December 2008 - Present
MetLife December 2006 - December 2008
RedKey Tutors 2006 - 2008
Princeton University June 2005 - June 2006
Polygon Investment Management June 2005 - June 2006
Bel Air Partners January 2004 - June 2006
Polygon Investment Management 2004 - 2006
Education
Princeton University
AB, Anthropology with a focus on Economics
Phillips Academy Andover 1994 — 1995
Berkeley Preparatory 1991 — 1994
College for Financial Planning
CFP, Financial Planning
College for Financial Planning
APMA, Accredited Portfolio Management Advisor
College for Financial Planning
CRPC, Retirement Planning
MetLife September 2014 - Present
Xerox April 2013 - January 2014
Mercury Insurance March 2008 - March 2013
Omeda November 2000 - June 2007
Skills
Claims Handling, Data Entry, Customer Service..., Customer Service
Education
College of Lake County 1996 — 1998
Educational Leadership and Administration, General
Job Search March 2014 - Present
Blue Cross & Blue Shield of Florida April 2005 - Present
National Health Insurance Agencies, Inc. March 2005 - Present
MetLife June 2002 - April 2005
Tommy Hilfiger January 1998 - June 2002
Skills
Employee Benefits, Health Insurance, Insurance, Team Building, Coaching, Customer Service, Strategic Planning, Public Speaking, Sales Management, New Business Development, Marketing, Training, Management, Sales, Business Development, Medicare, Life Insurance, Leadership, Long-term Care, Human Resources, Healthcare, Change Management
Education
College of Lake County 1994 — 1996
AA, Business Administration
McHenry High East 1986 — 1990
Wealth Guardian Group, PLLC August 2007 - Present
Wealth Guardian Group August 2007 - Present
University of Phoenix 2004 - 2009
MetLife April 2007 - September 2007
COUNTRY ® Financial October 2005 - April 2007
BankOne 2001 - 2004
GKLM 1999 - 2001
Skills
Financial Planning, Investment Advisory, Insurance, Investments, Retirement Planning, Retirement, Annuities, Long Term Care, Disability Insurance, Financial Analysis, Wealth Management, Estate Planning, Portfolio Management, Asset Allocation, Health Insurance, Mutual Funds, IRA's, Risk Management, Asset Management, 401k, Small Business, Financial Advisory, Securities, Tax, Term Life Insurance, Budgeting, Wealth, Investment Strategies, Asset Protection, Personal Finance, Investment Management, Life Insurance, Long-term Care, Fixed Annuities, IRAs, Strategic Financial..., Budgets
Education
National Paralegal College 2012 — 2012
Paralegal Certificate, Paralegal Studies
University of Phoenix 2009 — 2010
Master's of Science in Accountancy, Accounting
College for Financial Planning 2008 — 2009
Professional, Certified Financial Planner
University of Phoenix 2004 — 2007
Bachelor in Science, Business Finance
Lincoln Financial Securities March 2014 - Present
Lincoln Financial Advisors May 2013 - February 2014
Baystate Financial Services May 2012 - April 2013
New England Securities & Baystate Wealth Management May 2012 - April 2013
Penn Mutual January 2012 - April 2012
Penn Mutual September 2006 - April 2012
Penn Mutual June 2004 - August 2006
1st Global Capital Corporation, Dallas, TX May 2001 - June 2004
National Life Group March 2000 - May 2001
MetLife March 1997 - March 2000
Skills
Strategic Financial..., Life Insurance, Wealth Management, Estate Planning, Retirement Planning, Disability Insurance, Financial Advisory, Financial Services, Term Life Insurance, Long-term Care, Mutual Funds, Disability Income..., Fixed Annuities
Education
College for Financial Planning 1996 — 1998
CFP, Financial Planning
The American College 1991 — 1994
CLU/ChFC, Insurance and Financial Services
Miami Dade College
Accounting / Finance
Self-employed April 1994 - Present
Not Just Fabrics June 2009 - January 2013
MetLife January 1992 - January 1993
Insurance Underwriters June 1988 - December 1991
Skills
Window Treatments, Design and Fabrication..., Pillows, Duvets, Dust..., Roman Shades, Fabric Selection, Product Design, Design Consulting, Natural Woven Shades, Textiles, Furniture, Furnishings, Space planning, Floor Plans, Retail Design, Draperies, Interior Design, Space Planning, Negotiation, Microsoft Excel, Microsoft Office, Team Building, Customer Service, Blinds, Sales
Education
College of Charleston 1986 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
County College of Morris 1984 — 1986
Associate of Science (A.S.), Business Administration and Management, General
First Interstate Bank July 2006 - Present
MetLife November 2004 - July 2006
Prudential Financial January 2000 - November 2004
Skills
Credit Analysis, Finance, Insurance, Customer Service, Microsoft Office, PowerPoint, Business Development, Leadership, Banking, Small Business, Financial Analysis
Education
College for Financial Planning 2008 — 2010
Certified Financial Planner
Montana State University-Bozeman 1995 — 1999
Bachelor of Science (B.S.), Finance, General
VMware August 2015 - Present
Office Depot February 2014 - August 2015
MetLife August 2011 - January 2014
Premier Wealth Group, an office of MetLife August 2010 - September 2011
Skills
Account Management, Management, Sales, Sales Process, Retirement, Salesforce.com, Direct Sales, Negotiation, Solution Selling, B2B, Sales Management, Leadership, Cold Calling, Team Building, Financial Services, Customer Service
Education
College of Charleston
The Money Management Group February 2007 - Present
The Money Management Group 1996 - Present
The Baltimore Life Insurance Company 1994 - 1996
Franchise Development of Arizona March 1992 - 1994
MetLife December 1990 - February 1992
Skills
Retirement Planning, Strategic Financial..., Insurance, Wealth Management, Investments, Retirement, Estate Planning, Investment Advisory, Portfolio Management, Asset Managment, Mutual Funds, Series 7, Asset Allocation, Financial Advisory, Securities, Personal Finance, IRAs, Finance, Financial Planners, Wealth, Investment Strategies, Asset Management
Education
College for Financial Planning 1998 — 2002
Financial Planning and Services
Humana August 2012 - Present
MetLife January 2008 - July 2011
Allstate Insurance 2003 - January 2008
AXA December 1998 - December 2003
Skills
Insurance, Retirement Planning, Sales, Employee Benefits, Health Insurance, Long-term Care, Disability Insurance, Life Insurance, Investments, Fixed Annuities, Small Business, Strategic Financial..., Mutual Funds, Financial Services, New Business Development, Human Resources
Education
College for Financial Planning 1997 — 1997
Business Continuation
Gateway Senior High School
Taco Bell March 2015 - Present
Cognizant Technology Solutions February 2004 - March 2014
Sears Holdings Corporation January 2010 - May 2013
Orbitz Worldwide March 2007 - January 2010
MetLife February 2004 - March 2007
Skills
Functional Testing, Regression Testing, Defect Tracking, Requirements Analysis, Agile Testing, Web Testing, Quality Center, Mobile Testing, System Integration..., JIRA, Business Analysis, Atlassian JIRA, Team Management, Onsite-Offshore..., Mainframe Testing, Microsoft SQL Server, Test Automation, Backend Testing, Test Director, DBVisualizer, Omniture, MS Project, DDMS, iPCU, OS/390, Retail Domain, Travel & Hospitality..., Insurance Domain, Production Support, Mingle, Greenhopper, Selenium Testing, QTP, Robot Framework, HP QTP, Agile Methodologies, HP Quality Center, Test Planning, SDLC, Software Project...
Education
Cochin University of Science and Technology 1999 — 2003
Bachelor of Technology (B.Tech.), Electronics and Communication Engineering
St.Teresa's College, Ernakulam, India 1996 — 1998
Pre Degree (XII), Physics, Chemistry, Biology, Mathematics
MetLife February 2014 - Present
AKF Engineers LLP May 2011 - February 2014
Pace Land Use Law Center May 2010 - August 2010
International Academy for Russian Music January 2008 - July 2009
Ryan Companies US, Inc November 2006 - July 2009
KWWL TV November 2004 - February 2005
Nestle Waters North America April 2004 - August 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Legal Research, Administrative Law, Due Diligence, Property Law, Legal Assistance, Document Drafting, Document Review, Management, Legal Writing, Event Planning, Nonprofits, Courts, Commercial Real Estate, Fundraising, Social Media, Real Estate, Corporate Law, Lexis, Trademarks, Leadership, Editing, Environmental Law, Client Counseling, Westlaw, Negotiation, Land Use Law, Intellectual Property
Education
Pace University School of Law 2009 — 2012
Juris Doctor
Coe College 2001 — 2005
Bachelor of Arts, English and Writing
Calamos Investments June 2014 - Present
Calamos Investments July 2011 - May 2014
Calamos Investments January 2011 - June 2011
MetLife January 2008 - December 2010
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Series 65, Alternative Investments, Separately Managed..., Investment Advisory, Uniform Combined State..., Series 6, Wealth Management, Investments, Financial Advisory, Retirement
Education
Columbia College Chicago 2004 — 2006
Bachelor of Arts (B.A.), Arts, Entertainment, and Media Management
College of DuPage 2001 — 2003
Associate of Arts (A.A.)
Transamerica Retirement Solutions June 2012 - Present
Independent Bank February 2011 - May 2012
MetLife April 2009 - February 2011
Raymond James Financial Inc. October 2007 - January 2009
Skills
Investments, Retirement Planning, Financial Services, Finance, Series 7, Securities, Mutual Funds, Process Improvement, Retirement, Financial Planning, Employee Benefits, Customer Service, Team Building
Education
Kent State University
Bachelor of Business Administration (B.B.A.), Marketing
College for Financial Planning 2011 — 2013
CFP® Certification Professional Education Program
Optum September 2013 - Present
Deloitte Consulting February 2012 - September 2013
CS STARS February 2011 - November 2011
MetLife September 2009 - July 2010
MetLife October 2000 - August 2009
UnitedHealth Group December 1993 - September 2000
Skills
•Excellent Project &..., •Leader in my role,..., •Excellent..., •Self-starter;..., •Analytical Thinker,..., •Dedicated Problem..., •Takes initiative, •Ability to prioritize..., •Very Detailed; Always..., •Very responsive;..., •Flexible, •Excellent memory /..., •High Energy,..., •Loyal, Reliable,..., •Goes “above and..., Problem Solving, Customer Service, Leadership, Quality Assurance, Organization &..., Analytical Skills, Program Management, Change Management, Business Analysis, MS Project, Insurance, Project Management, CRM, Sales, Management, Risk Management, Strategy, Employee Benefits, Process Improvement
Education
College of DuPage 1986 — 1996
Business
Lake Park High School 1982 — 1986
diploma, General/Business
MetLife September 2013 - Present
Colonial Group Inc October 2008 - September 2013
Skills
Works well with and..., Exceptional people..., Moderate reading and...
Education
College of Charleston 2003 — 2007
History, Secondary Education
Wando High School
Wipfli LLP October 2015 - Present
Genesis PURE Corp. October 2012 - Present
Rockford Linked July 2008 - Present
Carr, Riggs & Ingram, LLC November 2014 - October 2015
Wipfli Hewins Investment Advisors January 2011 - November 2014
Wipfli LLP October 2010 - November 2014
Lindgren, Callihan, Van Osdol & Co., Ltd. November 2005 - October 2010
Professional Business Management, Inc. September 2005 - October 2005
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2005 - April 2005
MetLife April 2002 - December 2004
Skills
Retirement Planning, Risk Management, Social Media, Small Business, Tax Research, Corporate Tax, Leadership, Estate Tax Planning, Accounting, Public Speaking, Budgets, Business Planning, Entrepreneurship, LinkedIn, Networking, Teaching, Tax Planning, Financial Planning, Cash Flow Forecasting, Compensation & Benefit, Sales, Mentoring, Tax Compliance, S Corporations, Partnership Taxation, Taxation of Trusts, Multi-state tax returns, IRS problem resolution, Tax Audit Representation, Business Entity..., Setting up new..., Personal Budgeting, Meeting Planning, Twitter, Media, Word, Excel, Tax, Finance, Management, Financial Analysis, Strategic Financial..., Financial Planners, Financial Services, Retirement, Tax Returns, Insurance, Income Tax, CPA, Microsoft Excel
Education
Northern Illinois University 2011 — 2014
Master of Science (M.S.), Taxation
College for Financial Planning 1999 — 2005
CFP Certification
Southern Illinois University, Carbondale 1993 — 1995
BS, Accounting
Rock Valley College 1991 — 1993
AA, Business
Independent January 2010 - Present
MetLife January 2001 - January 2010
Ashland Inc. (Hercules Inc) January 1998 - September 2000
Betz-Dearborn Corporation (Betz Paperchem Inc) January 1984 - January 1998
MeadWestvaco April 1979 - January 1984
Medical University of South Carolina June 1976 - April 1979
Skills
Investments, Mutual Funds, Finance, Securities, Series 63, Trading, Employee Benefits, Retirement Planning, Financial Advisory, Series 6, Financial Services, Investment Banking, Retirement, Fixed Annuities
Education
College of Charleston 1975 — 1978
Bachelor of Arts (B.A.), Chemistry
United States Air Force 1969 — 1973
Tactical Air Command, Honorable Discharge
Shore Regional High School 1963 — 1967
Midland States Bank September 2013 - Present
MetLife May 2000 - July 2010
Skills
Process Improvement, Insurance, Team Building, Microsoft Office, Analysis, Budgets, Risk Management, Employee Benefits, Time Management, Underwriting, Healthcare, Project Management, Claim, Life Insurance, Health Insurance, Program Management, Public Speaking, Business Intelligence, Strategic Planning, Management, Sales, Access, Strategy, Customer Service
Education
National Louis University 1995 — 1996
B.A., Interpersonal Communications
College of DuPage 1993 — 1994
Associate of Arts and Sciences (A.A.S.), Physical Sciences
MetLife November 2014 - Present
Charlotte-Mecklenburg Police Department June 2011 - November 2014
Charlotte-Mecklenburg Police Department January 2008 - June 2011
US Navy July 2002 - January 2008
Skills
Police, Criminal Investigations, Firearms, Enforcement, Evidence, Patrol, Crime Prevention, Military Experience, Homeland Security, Military Operations
Education
United States Merchant Marine Academy 1998 — 2002
Bachelor of Science (B.S.), Maritime Operations and Technology
Cochise College
Associate's Degree, Intelligence Operations
FIRM Consulting Group November 2007 - Present
Verterra Development Group January 2006 - January 2011
RSM McGladrey February 2003 - August 2007
MetLife September 1997 - December 2000
American Express Financial Advisors December 1976 - August 1997
New Orleans Police 1970 - 1977
Skills
Financial Services, Mergers, Leadership, Investment Advisory, 401k, Succession Planning, Thought Leadership, Strategic Financial..., Small Business, Financial Planners, Financial Advisory, Strategic Consulting, Investments, Alternative Investments, Executive Pay, Mergers & Acquisitions, Strategic Partnerships, Strategy, Retirement Planning, Human Resources, Recruiting, Strategic Planning, New Business Development, Employee Benefits, Management Consulting, Finance, CRM, Business Development, Wealth Management, Outsourcing, Consulting, Management, Banking, Executive Management, Program Management, Team Building, Retirement, Portfolio Management, Mutual Funds, Analysis, Investment Strategies, Estate Planning, Sales Process, P&L Management, Change Management, Business Intelligence, Asset Management, Wealth Management..., Asset Allocation, Insurance
Education
College for Financial Planning
CFP, Financial Planning
Loyola University New Orleans
BSS, Social Science/ Economics
St. Aloysius High School
MetLife March 2000 - Present
MetLife March 2000 - Present
Skills
24 Years in the...
Education
College for Financial Planning
The American College
University of Central Florida
B.S. in Business Administration, Accounting and Finance
Hertz September 2012 - Present
Grainger 2011 - September 2012
Enterprise Rent-A-Car April 2010 - May 2011
North Charleston SC April 2010 - May 2011
MetLife July 2009 - April 2010
North Charleston SC July 2009 - April 2010
Walgreens January 2008 - July 2009
Charleston SC January 2008 - July 2009
Skills
Microsoft Office, Outside Sales, Lead Generation, Martial Arts, Direct Marketing, Management of small..., Public Speaking, Customer Service, Conflict Resolution, Client Prospecting, Recruiting, Management
Education
College of Charleston 2004 — 2007
Bachelor of Arts (B.A.), Corporate Communication
Dorman High School
BA, Corporate Communication
Dorman High School 2000 — 2004
High School Diploma
AIG Financial Network October 2013 - Present
MetLife June 2010 - October 2013
MetLife March 2008 - June 2010
Ameriprise Financial Services, Inc. August 2005 - March 2008
Skills
Insurance, Retirement Planning, Securities, Life Insurance, Retirement, Mutual Funds, Long Term Care Insurance, Disability Insurance, Variable Annuities, Term Life Insurance, Investment Strategies, Customer Service, Pension..., Pensions, Whole Life, Recruiting, Universal Life, Financial Planning, IRA..., Fixed and Variable..., Tax Sheltered..., Pension Payout..., Estate Conservation..., Charitable Giving..., Education Funding..., Medicare Supplement..., Personal Insurance, Universal Life Insurance, Variable Universal Life..., Whole Life Insurance, Disability Income..., Long-Term Care Insurance
Education
College for Financial Planning 2006 — 2006
Charterd Retirement Planning Counselor
Towson University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
The John Carroll School 1997 — 2001
The Guardian Life Insurance Company of America February 2014 - Present
MetLife January 2007 - December 2013
New England Financial January 2006 - January 2007
MetLife January 1996 - July 2001
MetLife January 1992 - December 1995
Skills
Marketing Communications, Retirement Planning, Product Management, Strategic Financial..., Corporate Communications, Strategic Communications, Investments, Management, Business Planning, Insurance, Integrated Marketing, Leadership, Retirement, Marketing, Financial Services, Life Insurance, Business Strategy, Series 6, Cross-functional Team..., Disability Insurance, Change Management, 401k, Program Management, Fixed Annuities, Long-term Care, Financial Advisory, Term Life Insurance, IRAs, Employee Benefits, Variable Annuities, Mutual Funds, Long Term Care Insurance, Series 63
Education
University of Notre Dame
Bachelor of Arts (BA), Psychology, cum laude
College for Financial Planning
CFP, Financial Planning
New York University
Coursework toward Masters, Clinical Psychology
Memorial Sloan-Kettering Cancer Center December 2013 - Present
MetLife October 2012 - December 2013
Memorial Sloan-Kettering Cancer Center June 2011 - September 2012
Skills
Data Analysis, Healthcare, Project Management, Cross-functional Team...
Education
Fordham University - Graduate School of Business Administration 2005 — 2008
MBA, Finance & Information Systems
Colgate University 1994 — 1998
BA, Economics
RetireUp April 2015 - Present
RetireUp December 2013 - April 2015
Illinois Tool Works November 2010 - November 2013
Illinois Tool Works August 2008 - November 2010
MetLife August 2007 - August 2008
MetLife April 2006 - August 2007
Hewitt Associates April 2001 - March 2006
Skills
Process Improvement, Vendor Management, Business Analysis, Program Management, Contract Negotiation, Office 365, Change Management, CRM, IT Management, Business Intelligence, Management, Business Process, SharePoint, Business Development, IT Strategy, Strategy, Project Management
Education
Northwestern University 2001 — 2003
MCS
Knox College 1993 — 1996
BA
College of Lake County
Pacific Life Insurance Company October 2012 - Present
New England Financial of North Jersey May 2011 - September 2012
Consultant April 2010 - April 2011
MetLife July 2009 - June 2010
Ameriprise Financial October 2006 - March 2009
Ameriprise Financial March 2000 - October 2006
American Express Financial Advisors 1998 - 2005
Ameriprise Financial May 1998 - March 2000
Education
The American College 2009 — 2011
Chartered Financial Consultant, ChFC®
College for Financial Planning 2006 — 2006
CRPC®
Montclair State University 1992 — 1996
BA
New Jersey Life, Accident, Health, Property & Casualty Insurance License
County College of Morris
A.A.S.
MetLife July 2013 - Present
Wray Family January 2012 - December 2012
Party City August 2010 - November 2011
Alpine Animal Hospital August 2009 - October 2010
Skills
Organization, Multi Tasking, Customer Service, Medical Terminology
Education
College of Lake County 2012 — 2014
Associates Degree in Applied Science, Surgical Technology/Technologist
Lake Zurich High School 2008 — 2012
Diploma, General Education, A/B Average
MetLife July 2013 - Present
Run for Adela 5K January 2010 - April 2014
American Lung Association August 2012 - December 2012
Skills
Press Releases, Social Media Marketing, Fundraising, Event Management, Marketing, Nonprofits, Research, Sponsorship, Recruiting, Event Planning, Facebook, Project Planning, Public Relations, Social Media, Social Networking, Media Relations, Community Outreach, Public Speaking, PowerPoint, Marketing Communications, Volunteer Management, Microsoft Office
Education
College of Charleston 2011 — 2013
Bachelor of Science (BS), Business Administration and Management, General
University of South Carolina-Columbia
Bishop England High School
Ameriprise Financial Services, Inc. June 1993 - Present
MetLife March 1990 - October 1992
Chase Manhattan Corporation March 1980 - March 1990
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Retirement, Financial Planners, Finance, Small Business, Management, Personal Finance, Financial Goals, Wealth Management, Fixed Annuities, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Series 63, Financial Advisory, Investment Strategies
Education
College for Financial Planning 2008 — 2009
CRPC, Retirement Planning
Bayside High School
MetLife March 1994 - Present
Richter Drafting and Office Supply September 1991 - February 1994
Education
College for Financial Planning 1994 — 1997
CFP® CERTIFICATION PROFESSIONAL EDUCATION PROGRAM, Financial Planning
Houghton College 1987 — 1991
Bachelor's of Science, Business
Sharer & Associates Inc / Considine Sharer & Associates Inc 2005 - Present
Patpatia & Associates March 2005 - Present
Capital Professional Advisors 2004 - 2004
Logic Opera 2003 - 2004
MetLife 1998 - 2003
American Express Financial Advisors 1990 - 1998
Skills
Insurance, Financial Services, Strategic Financial..., Business Strategy, Strategic Planning, Retirement Planning, Wealth Management, Small Business, Consulting, Retirement, Investments, Long-term Care, Financial Planners, Fixed Annuities, Life Insurance, Asset Allocation, Leadership, Disability Insurance, Estate Planning, 401k, Employee Benefits, Strategy, Investment Advisory, Underwriting, Business Planning, Professional Mentoring, Term Life Insurance, Financial Advisory, Financial Analysis, Alternative Investments, Leadership Development
Education
The American College 2001 — 2002
CLU, Chartered Life Underwriter
The American College 2000 — 2001
ChFC, Chartered Financial Consultant
College for Financial Planning 1992 — 1994
CFP, Certified Financial Planner
University of Minnesota - Carlson School of Management 1990 — 1992
MBA, Strategic Management
Northwestern University 1979 — 1983
BSIE, Industrial Engineering/Management Science
Dell April 2011 - Present
Contractor - Dell Perot June 2010 - April 2011
JP Morgan Chase September 2009 - June 2010
Verizon Business June 2006 - May 2009
Washington Mutual 2003 - 2006
Advocate Health Care 2002 - 2003
Whittman-Hart (marchFIRST, Divine) February 2000 - March 2001
MetLife 1998 - 2000
Siemens Business Communications Inc. 1995 - 1998
Skills
VoIP, Call Center, Telephony, Avaya, Voice Mail, PBX, Cisco, Telecommunications, Vendor Management, IP, Troubleshooting, Deployment, Visio, Unified Communications, Service Delivery, ITIL, Vendor, Disaster Recovery, CCNA, Vendor Relations, Solution Design, Process Development, Quality Assurance, Managed Services, Requirements Analysis, WAN, Resource Management, Business Requirements, Network Design, Switches, Solution Architecture, System Deployment, Process Simulation, TCP/IP, Software Installation, Project Management, Vendors, Cisco Technologies, Data Center, Management, VPN, Networking, Call Centers, Integration, System Administration, Routers, LAN-WAN, BMC Remedy, Routing, Microsoft Lync
Education
DeVry 1998 — 2000
Telecommunications
Eastern Illinois University 1989 — 1992
B.S., Commercial Recreation
College of DuPage
General Education, Art/Art Studies, General
Wheaton North
JPMorgan Chase April 2014 - Present
JPMorgan Chase September 2013 - April 2014
Chase Investment Services Corp. October 2010 - September 2013
MetLife April 2010 - October 2010
Ameriprise Financial October 2009 - April 2010
Ameriprise Financial February 2008 - April 2010
Ameriprise Financial April 2005 - February 2008
Education
College for Financial Planning 2008 — 2008
CRPC®, Chartered Retirement Planning Counselor (SM)
Western Michigan University - Haworth College of Business 2003 — 2006
Bachelor of Business Administration (BBA), Majors: Personal Financial Planning and Sales and Business Marketing, Minor: Economics
MetLife October 2013 - Present
The Standard September 2006 - October 2013
CIGNA Group Insurance June 2005 - September 2006
Skills
Insurance, Disability Insurance, Life Insurance, Employee Benefits, Health Insurance, Brokers, Underwriting, Health Savings Accounts, Term Life Insurance, Workers Compensation, Claim, Benefits Administration, Property & Casualty..., Sales
Education
Colgate University 2001 — 2005
Political Science and Government
MetLife January 2014 - Present
AIG June 2013 - January 2014
Allstate November 2009 - June 2013
Skills
Insurance, Claim, Life Insurance, Finance, Sales, Auto Insurance, Home Insurance, Property & Casualty..., Term Life Insurance, Homeowners, Umbrella Insurance, Commercial Insurance, Universal Life, Fixed Annuities, Casualty, Whole Life, Customer Service
Education
College of DuPage
CVS Caremark Corporation July 2013 - Present
Medco October 2003 - July 2012
Medco May 1998 - October 2003
MetLife May 1985 - April 1995
Skills
Managed Care, Healthcare, Cross-functional Team..., Healthcare Information..., Process Improvement, Strategic Planning, Strategy, Pharmacy Benefit..., Leadership, Healthcare Consulting, Management, Contract Negotiation, Analytics, Medicare Part D, Team Building
Education
New York University, Stern School of Business 1990 — 1994
MBA, Finance
Colgate University 1981 — 1985
BA, Economics
MetLife March 2006 - Present
INTTRA 2004 - 2005
Statement One 2002 - 2004
Citigroup March 2001 - September 2003
JP Morgan Chase August 2000 - March 2003
Tekmark Global Solutions 1998 - 2001
Tekmark Global Solutions 1998 - 2001
Skills
Program Management, Telecommunications, Trading, Healthcare, Insurance, Data Architect, PeopleSoft, Great People Skills, Data Warehousing, Oracle, Business Intelligence, Business Analysis, Vendor Management, Databases, Enterprise Architecture, Database Design, PL/SQL, ETL, SDLC, IT Strategy, Data Modeling, Integration, Software Development, Requirements Gathering, Database Administration
Education
College of Engineering, Trivandrum
EEE, electronics
Mar Ivanios College
Pre Degree, Science and Technology
Retirement Income Solutions February 2014 - Present
TIAA-CREF January 2013 - October 2013
TIAA-CREF July 2007 - January 2013
MetLife March 2006 - July 2007
Investment Scorecard November 1999 - May 2001
First American National Bank August 1997 - October 1999
First Data Corporation September 1994 - August 1997
Mellon Bank August 1993 - August 1994
Skills
Series 24, Series 7, Series 65, Life, Health and..., Investments, Portfolio Management, Wealth Management, Strategic Financial..., Mutual Funds, Financial Services, Strategy, Financial Advisory, Finance, Leadership, Capital Markets, High Net Worth..., Training, Sales, Marketing, Financial Planning, Retirement Planning, Asset Allocation, Investment Advisory, Wealth
Education
College for Financial Planning 1990 — 1993
Certified Financial Panner, Certified Financial Planner
Oakland University 1976 — 1981
Bachelor of Economics
ProFusion Financial January 2014 - Present
1st New York Financial Group June 1979 - Present
MetLife 1988 - 2003
Skills
Estate Planning, Asset Protection, Insurance, Strategic Financial..., Retirement Planning, Fixed Annuities, Irrevocable Life..., Life Insurance, Indexed Annuities, Trusts, Trustee, Long-term Care, Disability Insurance, Management, Leadership, Investments, Investment Advisory, Sales, Social Media, Financial Planning, Marketing Strategy, Retirement
Education
Colgate University 1981 — 1983
Estate Planning
Portfolio Logic, LLC 2014 - Present
Portfolio Solutions 2012 - 2014
Demos Partners 2010 - 2012
MetLife 2002 - 2010
Fidelity Investments 1999 - 2002
Citicorp Investment Services 1997 - 1999
Skills
Modern Portfolio Theory, Thought Leadership, Finance, Investment Strategies, Strategy, Investments, Retirement Planning, Portfolio Management, Asset Allocation, Competitive Intelligence, Asset Management, Sales & Marketing..., Wealth Management, Financial Services, Mutual Funds, Securities, Public Speaking, Management, ETFs, Territory..., Financial Literacy..., Student Financial Aid, College Funding..., Financial Advisory
Education
College for Financial Planning
CFP Education Program
University of Illinois
M.A.
DePaul University
B.A.
Lauffer & Associates, LLC December 2010 - Present
MetLife May 2006 - June 2011
Wall Street Capital May 2006 - June 2011
MSI May 2006 - June 2011
UPS March 1990 - March 2006
Skills
Retirement Planning, Retirement, Annuities, Disability Insurance, Term Life Insurance, Insurance, Wealth Management, Fixed Annuities, Health Insurance, Series 6, Series 63, Group Insurance, Life Insurance, Long-term Care, Long Term Care Insurance, Financial Services, Finance, IRAs, Financial Advisory, Estate Planning, Mutual Funds, Variable Annuities, 401k Rollovers, Strategic Financial..., Whole Life, Employee Benefits, Investments, Wealth, 401k, Universal Life, Securities, Property & Casualty..., General Insurance, Small Business
Education
College of Charleston
X J Consulting Investment Advisor RepresentativeBankers Retirement Solutions2010 - 2011
MetLife 2004 - 2009
Argo Turboserve Corporation (ATC) 2002 - 2003
Exelon Nuclear January 1973 - June 2000
Skills
Series 63, Insurance, Life Insurance, Mutual Funds, Series 6, Long-term Care, Disability Insurance, Finance, Health Insurance, Fixed Annuities, Retirement Planning, Retirement, Strategic Planning, Real Estate, Microsoft Excel, Business Development, IRAs
Education
College of DuPage 1988 — 1990
AAS, English
MetLife July 2012 - Present
MetLife June 2011 - August 2011
MidOcean Partners June 2010 - September 2010
Tandem Global Partners October 2008 - June 2010
Deutsche Bank Securities September 2004 - September 2008
Skills
Investment Management, Investment Strategies, Bonds, Series 63, Emerging Markets, Management, Banking, Bloomberg, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA with Distinction, Capital Markets and Asset Management
Colgate University 2000 — 2004
BA, Economics
WealthPlan Advisors Group April 2001 - Present
New England Financial, A MetLife Company 1997 - 2001
MetLife 1985 - 1997
Education
Jefferson College 2008 — 2013
College for Financial Planning 2002 — 2003
CERTIFIED FINANCIAL PLANNER™ certification
The American College 1989 — 2001
Financial Planning and Services
MetLife September 2013 - Present
MetLife July 2013 - August 2013
Pionear Recruiting October 2010 - June 2013
McKinsey & Company 2009 - 2010
Applegate & Co 2006 - 2008
ADT Security Services, Inc 2005 - 2006
Kayon Corporation 2004 - 2005
Federal Aviation Administration 2002 - 2004
Kayon Corporation 2000 - 2002
Skills
Office Management, Human Resources, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Office Administration, Event Planning, Customer Service, Recruiting, Administrative..., Payroll, Lotus Notes, Data Entry, Event Management, Benefits Administration, Employee Benefits, Time Management, Project Coordination, Meeting Planning, Leading Meetings, Team Leadership, Team Management, Team Building, Supply Management, Management, Operations Management, Talent Acquisition, Leadership, Budgets, New Hire Orientations, Personnel Management, Sales, Compliance, Hiring, Staffing Services, Onboarding, Employee Relations
Education
College of Charleston 1995 — 1998
B.A, Corporate Communications
Ameriprise Financial Services, Inc. June 2015 - Present
Advantage Investment Management April 2013 - June 2015
LPL Financial August 2012 - June 2015
Allianz Life February 2007 - March 2012
MetLife November 2004 - June 2006
Skills
Retirement Planning, Retirement, Series 6, Variable Annuities, Financial Planners, Series 7, Series 63, Retirement Plan..., Mutual Funds, Financial Services, Securities, Series 66, Retirement Income..., Financial Planning, Wealth Management, Creative Strategy, Creative Problem Solving, Creative Services, Small Business..., Alternative Investments, Insurance, Estate Planning, College Education..., Outdoor Emergency Care, Business Coaching, Strategic Prospecting, Marketing Strategy
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor or CRPC®, Retirement Planning
University of Minnesota-Twin Cities 1999 — 2003
Bachelor of Arts (BA), Journalism
Sentry Insurance July 2013 - Present
Cognizant Technology Solutions May 2004 - Present
CCC Information Services January 2012 - June 2013
MetLife July 2011 - December 2011
Blockbuster April 2008 - June 2011
Wells Fargo March 2007 - June 2008
UBM Built Environment May 2006 - March 2007
Maritz May 2004 - April 2006
Education
Symbiosis institute of Management Studies 2005 — 2007
MBA, Information Technology
Cochin University of Science and Technology 1999 — 2003
Bachelors in Technology, Information Technology
MetLife November 2014 - Present
Putnam Investments January 2003 - November 2014
Scudder December 2000 - January 2003
Trammell Crow Company May 2000 - November 2000
Testa, Hurwitz & hibeault, LLP May 1998 - May 2000
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Strategic Planning, Business Strategy, Corporate Finance
Education
Colby College 1994 — 1998
BA, English / Creative Writing Fiction
Wyandotte High School 1990 — 1994
Diploma, Honors / AP
Zurich North America January 2015 - Present
Cognizant Technology Solutions January 2013 - December 2014
MassMutual Financial Group January 2013 - December 2014
Liberty Mutual Insurance August 2005 - January 2013
Cognizant Technology Solutions December 2011 - December 2012
Cognizant Tech. Solutions June 2003 - December 2011
Cognizant Technology Solutions 2005 - 2009
MetLife June 2003 - July 2005
Skills
DB2, Program Management, Software Project..., Data Warehousing, Agile Methodologies, PMP, Requirements Gathering, Business Analysis, Project Management, Unix, Data Modeling, SDLC, Enterprise Architecture, Global Delivery, Databases, IT Strategy, Solution Architecture, SharePoint, Requirements Analysis, User Acceptance Testing, Spring, Analytics, XML, Software Development, Visio, Agile Project Management, Scrum, Business Intelligence, Vendor Management, Integration, Pre-sales
Education
College of Engineering, Trivandrum 2000 — 2003
MCA, Master of Computer Applications.
University of Kerala 2000 — 2003
Master of Computer Applications (MCA), Computer/Information Technology Administration and Management
University of Calicut 1996 — 1999
Bachelor's degree, Mathematics and Statistics
Victoria College, Palakkad, Kerala. 1996 — 1999
BSc., Mathematics and Statistics.
MetLife March 2015 - Present
Wells Fargo December 2011 - February 2015
Family Dollar October 2009 - December 2011
Family Dollar January 2007 - October 2009
Skills
Business Analysis, SQL, Databases, Process Improvement, Production Support, Quality Assurance, Inventory Management, Vendor Relationship..., Merchandise Planning
Education
Coastal Carolina University 2001 — 2005
Business, Marketing with a speciality in Professional Golf Management
Gusto (formerly ZenPayroll) July 2015 - Present
TriNet May 2014 - July 2015
TriNet May 2013 - May 2014
CIGNA Group Insurance April 2008 - May 2012
MetLife January 1999 - April 2008
Sun Life Financial June 1992 - November 1996
Skills
Consultative Sales..., Technical Expertise, Integrity, Strategic Partnerships, Building Relationships, Employee Benefits, Disability Insurance, Human Resources, Team Building, Health Insurance, Benefits Administration, Management, Insurance, Sales, Cold Calling, Health Savings Accounts, Leadership, Brokers
Education
Colby College
Bachelor of Arts (B.A.), Economics & Administrative Science
Franklin Regional High School
Merrill Lynch January 2015 - Present
Merrill Lynch July 2014 - January 2015
Merrill Lynch September 2013 - July 2014
Sun Splash Jewelry May 2010 - October 2012
MetLife June 2011 - August 2011
Rider University March 2008 - September 2008
Skills
Social Media Marketing, Leadership, Marketing, Customer Satisfaction, Facebook, Strategic Planning, Ethical Decision Making, Teamwork, Integrity, Microsoft Excel, Strategic Data Analysis, Interpersonal Skill, Analytical Skills, Managerial Finance, Event Planning, Customer Service, Time Management, Project Management, Klout, Competitive Analysis, Oral & Written..., Human Resources, Financial Accounting, Quality Management, Information Systems..., Decision Analysis, HTML scripting, Adobe Creative Suite, Leadership Development, Goal Oriented, Management, Dropbox, Graphic Design, Microsoft Office, Finance, Business Strategy, Employee Stock Options, 401k, Retirement Benefits, Sales
Education
Coastal Carolina University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General, Major GPA 3.65
RAM Technologies (Health Plan Software) March 2015 - May 2015
AmeriHealth Caritas October 2014 - February 2015
Educational Testing Service (ETS) June 2014 - October 2014
ACE Group October 2013 - June 2014
American Family December 2012 - September 2013
MetLife October 2011 - October 2012
SystemTec April 2010 - October 2011
Cognizant Technology Solutions September 2009 - April 2010
Verdus Coporation November 2009 - January 2010
Strategic Staffing Solutions July 2008 - April 2009
Skills
SDLC, Business Analysis, Visio, SQL, Vendor Management, Requirements Analysis, Data Warehousing, Requirements Gathering, DB2, Microsoft SQL Server, Systems Analysis, Process Improvement, PMI, Project, Strategic Planning, Project Management, Training, Compliance, Consulting, Brand Development, Organization, ICD-10, Medicaid Managed Care, Medicare, Java Script, Agile Project Management, Business Intelligence, Analysis
Education
College of Charleston 1978 — 1979
Business Administration and Management, General
University of South Carolina-Columbia 1976 — 1977
BS Computer Science
MetLife September 2013 - Present
Wells Fargo Advisors January 2007 - January 2013
Wachovia Secutities January 2006 - January 2007
Wachovia Securities Financial Network January 2004 - January 2006
Skills
Relationship Building, Insurance, Sales, Life Insurance, Investments, Disability Insurance, Underwriting, Fixed Annuities, Retirement Planning, IRAs, Roth IRA, Homeowner Association..., Contract Negotiation, Board of Directors, Series 7, Series 66, Mutual Funds, Leadership, Financial Services, Finance, Wealth Management, Financial Planning
Education
Clinton Community College 2001 — 2003
Associate's Degree, Business Accounting
KPMG US March 2014 - Present
PepsiCo January 2014 - March 2014
MetLife February 2009 - January 2014
Citi August 2005 - February 2009
Morgan Stanley May 2004 - August 2005
New Hampshire Public Television October 2003 - March 2004
Comcast January 2002 - April 2003
AT&T Broadband January 1999 - January 2002
MediaOne June 1992 - December 1998
Skills
Multimedia, Digital Media Services, Video Production, Television Producing, Creative Services, Marketing Communications, Internal Communications, Corporate Communications, Broadcast, Digital Media, Video, Television, Entertainment, Video Editing, Public Relations, Strategy, Facebook, Marketing, Blogging, Creative Direction, Financial Services, Editorial, Content Strategy, TV Production
Education
Colgate University 1981 — 1985
BA, Psychology
Business Capital Risk Control Services, LLC July 2015 - Present
MetLife July 2012 - June 2015
United States Department of Defense December 2010 - June 2012
Joint Interagency Task Force South November 2008 - November 2010
United States Army Reserve November 2007 - November 2010
East Baton Rouge Parks Commission (BREC) November 2007 - November 2008
US Army October 2004 - October 2007
East Baton Rouge Parks Commission (BREC) June 2002 - October 2004
Skills
National Security, All-Source Intelligence, Training, Intelligence, Intelligence Analysis, Disability Insurance, Insurance Fraud, Facilities Management, Information Assurance, Information Security, Project Management, Process Improvement, Business Requirements, Analyst Briefings, SharePoint Designer, Geospatial Intelligence, Signals Intelligence, Training Course..., ACD Management, Special Investigations, Counter Transnational..., Professional..., Security Clearance, Military, DoD, Counterterrorism
Education
Grantham University 2009 — 2011
Master, Business Administration
Louisiana State University 2001 — 2008
Bachelor of Arts, Sociology
Cochise College
Certification, Intelligence Analysis
MetLife May 2015 - Present
Aflac November 2013 - May 2015
Aflac May 2013 - November 2013
Aflac November 2012 - May 2013
Aflac October 2011 - November 2012
Commerical Insurance Services, Inc. September 2010 - May 2011
David A. Crotts & Associates, Inc. November 2005 - September 2010
Votaw Investments of VA, LLC DBA Touchdown Subs July 2003 - March 2005
The Carlson Agency June 1989 - June 2003
Skills
Training, Customer Service, Health Insurance, Public Speaking, Budgets, Account Management, Sales, Team Building, Management, Small Business, Leadership, Property & Casualty..., Insurance, Microsoft Office, Sales Management, New Business Development, Strategic Planning, Life Insurance
Education
Coker College 1996 — 1999
Bachelor's Degree, Business Administration concentration in Business Management, Cum Laude.
MetLife January 2014 - Present
TIAA-CREF September 2012 - December 2013
Goldman Sachs November 2009 - June 2012
Goldman Sachs January 2008 - November 2009
Goldman Sachs May 2005 - January 2008
Goldman Sachs August 2003 - May 2005
Skills
Electronic Trading, Program Trading, Equity Trading, Equities, Trading, Series 7, Series 63, Series 3, Series 24, Series 53, Series 55, Series 4, Fixed Income Trading, Trading Systems, Derivatives, FINRA, Bloomberg, Equity Derivatives, Options, Securities, Prime Brokerage, Hedge Funds, Investment Sales, Capital Markets, Fixed Income
Education
Colgate University 1999 — 2003
BA, Math, Computer Science
Franklin Square Capital Partners April 2014 - Present
Steben & Company, Inc. June 2006 - April 2014
SEI Investments 1997 - 2004
MetLife 1990 - 1993
Skills
Alternative Investments, Asset Allocation, Series 7, Mutual Funds, Asset Management, Investment Strategies, Wealth Management, Equities, Financial Markets, Hedge Funds, Securities, Relationship Management, Portfolio Management, Investment Advisory, Series 63, Financial Analysis, Series 24, Capital Markets, Investment Management, Financial Services, ETFs, Financial Advisory, FINRA, Investments, Series 65, Separately Managed..., Retirement
Education
Colby College 1985 — 1989
Lawrence Academy
MetLife October 2009 - Present
Ameriprise Financial Services, Inc January 2005 - October 2009
Challenger School August 2001 - June 2004
Galt High School August 2000 - June 2001
California Youth Authority August 1993 - July 1996
Education
Brigham Young University
Bachelor of Science, Business Management, Finance
College for Financial Planning
CRPC® curriculum
The American College
CFP® curriculum
O’Malley Construction 2007 - Present
Walsh Construction Co. 2005 - 2007
Chicago Board of Trade 2000 - 2004
MetLife 1998 - 2000
Rosenthal & Collins, Chicago Mercantile Exchange 1994 - 1997
Skills
Microsoft Word, Microsoft Excel, Financial Analysis, Laborers, PowerPoint, Machine Tools, Power Tools, Trade Finance, Customer Service, Microsoft Office, Process Scheduler, Project Management, Leadership, Contract Negotiation, Sales, Sales Management
Education
College of DuPage 1992 — 1994
Associate's Degree, General
Addison Trail High School 1988 — 1992
High School
Morgan Stanley January 2015 - Present
Morgan Stanley February 2013 - December 2014
MetLife September 2012 - February 2013
Two Young Studs Moving 2008 - September 2012
Miami Business Enterprises (MBE) 2011 - May 2012
Miami University Credit Union 2010 - 2011
AXA Equitable 2010 - 2010
Skills
Series 7, series 66, Finance, Series 6
Education
University of Tampa 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
Miami University 2009 — 2012
Bachelor of Science (B.S.), Business Administration
Colby College 2008 — 2008
MetLife May 2012 - Present
The Hartford August 2011 - May 2012
MassMutual Financial Group 2005 - 2011
Nationwide Financial 2003 - 2005
Travelers Life & Annuity 1999 - 2003
New York Life Insurance Company 1995 - 1999
Skills
Alternative Investments, Asset Allocation, Asset Management, Business Planning, Disability Insurance, Estate Planning, Insurance, Investment Strategies, Life Insurance, Pensions, Portfolio Management, Relationship Management, Retirement Planning, Sales, Series 6, Series 63, Strategic Financial..., Term Life Insurance, Variable Annuities, Wealth, Wealth Accumulation, Whole Life, Financial Planning, Financial Advisory, Wealth Management
Education
College for Financial Planning
Professional Designations, CMFC, CRPC(R)
Universidad La Salle, A.C.
Civil Engineer
MetLife February 2014 - Present
MetLife July 2013 - January 2014
American Credit Acceptance July 2010 - July 2013
HD Supply Waterworks, Ltd April 2008 - June 2010
HD Supply Waterworks, Ltd. February 2005 - April 2008
Global Mortgage Group, Inc June 2004 - November 2004
Bank of America September 2003 - December 2003
Education
Georgia Southern University 2009 — 2010
Masters, Business Administration, 4.0
College of Charleston 2000 — 2004
Bachelor of Science, Business Administration
Medical University of South Carolina September 2010 - Present
Medical University of South Carolina August 2010 - September 2010
MetLife September 2009 - September 2010
Peninsula Grill March 2008 - September 2010
Sabre Advertising September 2008 - January 2009
Skills
Microsoft Office, Fundraising, Event Planning
Education
College of Charleston 2003 — 2007
Corporate Communications
Northern Trust May 2000 - Present
UnitedHealthcare June 1988 - May 2000
UnitedHealthcare August 1995 - June 1998
MetLife June 1988 - July 1995
Skills
Wealth Management, Investments, Asset Management, Alternative Investments, Asset Allocation, Finance
Education
College of DuPage 1992 — 1995
Robert Morris College 1983 — 1984
MetLife March 2015 - Present
MetLife October 2013 - March 2015
MetLife June 2012 - October 2013
Prudential Financial January 2009 - May 2012
American Express November 2005 - September 2008
Cingular Wireless February 2004 - November 2005
Interactive Futures 1998 - 2001
Skills
Analytics, Digital Marketing, Competitive Analysis, Strategy, Financial Services, Segmentation, Digital Strategy, Direct Marketing, Integrated Marketing, Strategic Partnerships, Cross-functional Team..., E-commerce, Marketing Strategy, Project Management, Marketing, Vendor Management, Customer Acquisition, Management
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Colgate University 1991 — 1995
BA
JPMorgan Chase & Co. AssociateJPMorgan Chase & Co.September 2015 - Present
Orical LLC April 2015 - June 2015
Bank of America November 2013 - April 2015
Davidson Kempner Capital Management September 2013 - October 2013
MetLife July 2010 - June 2013
West Roxbury Municipal Court May 2009 - September 2009
Skills
Securities License, Courts, FINRA, Series 7, Series 6, Securities Regulation
Education
Fordham University School of Law 2011 — 2015
Doctor of Law (JD)
Colby College 2006 — 2010
Bachelor's degree, Political Science and Government
Walpole High
Kane County Clerk's office April 2014 - Present
MetLife October 2005 - May 2013
MetLife April 2001 - October 2005
Gallagher Bassett October 1999 - April 2001
US Navy October 1995 - September 1999
Skills
Insurance Claims
Education
College of DuPage 1999 — 2001
Associates in Applied Science, Criminal Justice
Glenbard East High School 1989 — 1993
Illinois Mutual Life Insurance Company May 2011 - Present
Law Offices of Maureen T Mulville, PC November 2009 - May 2011
MetLife June 2006 - January 2009
Fort Dearborn Life May 1986 - January 2006
Skills
Corporate Law, Estate Planning, Employee Benefits, Claim, Life Insurance, Fixed Annuities, Health Insurance, Elder Law, Litigation Management, Disability Insurance, Liability, Trusts, Negotiation, Leadership, Estate Law, ERISA, Privacy Law, Risk Management, Arbitration, Medicare, Product Liability, Reinsurance, Insurance Law, Legal Assistance, Underwriting, Insurance, Litigation, Corporate Governance, Contract Negotiation
Education
Louis D. Brandeis School of Law at the University of Louisville 1975 — 1977
JD, Law
College of DuPage
AA, Political Science
University of Kentucky
BA, Political Science
Dun & Bradstreet 2010 - 2013
Philips Lighting 2009 - 2010
MetLife January 2009 - March 2009
BlackRock August 2007 - August 2008
BlackRock July 2006 - August 2007
Merrill Lynch October 2003 - July 2006
Merrill Lynch May 2003 - October 2003
Skills
Financial Analysis, Forecasting, Process Improvement, Cross-functional Team..., Account Reconciliation, Management, Finance, Sales, Microsoft Excel, Analysis, Business Analysis, Customer Service, Financial Reporting, Project Planning, Budgets, Securities Lending, Sales Operations
Education
Coastal Carolina University
Bachelors, Finance
Paylocity May 2013 - Present
Aon Hewitt October 1998 - May 2013
Comark October 1997 - October 1998
Laser Solutions June 1995 - October 1997
Century 21 Village Square Realtors January 1987 - June 1995
MetLife January 1984 - January 1987
Periodical Publishers June 1978 - May 1982
Skills
POS systems,..., Unix, Linux,..., Microsoft Outlook, Snag..., Wiley and monitoring..., Outlook, Management, Software Documentation, Troubleshooting, Data Center, Quality Assurance, Team Building, Business Analysis, Change Management, E-commerce, Vendor Management, Leadership, Process Improvement, SDLC, Strategic Planning, Team Leadership, Requirements Analysis, Outsourcing, Project Management
Education
College of Lake County 2011 — 2013
Associate of Applied Science (AAS), Hospitality Culinary, 4.0
Two95 International, Inc March 2015 - Present
Voya Financial March 2015 - Present
Cognizant Technology Solutions July 2013 - March 2015
MetLife July 2013 - March 2015
Cognizant Technology Solutions October 2009 - July 2013
Dun and Bradstreet October 2009 - July 2013
Cognizant Technology Solutions January 2006 - September 2009
Skills
Requirements Analysis, .NET, PL/SQL, ASP.NET, SDLC, Microsoft SQL Server, Oracle, ASP.NET MVC, Web Services, Software Project..., C#, JavaScript, Business Analysis, Agile Methodologies, SQL, CSS, WCF Services, DevExpress Controls, Entity Framework, ADO.NET, LINQ, Software Design, Unit Testing, NUnit, REST, CSS3, HTML 5, IIS, Visual Studio, TCP/IP protocols, SOA, Windows Services, Windows Server, Log4Net, Razor View, jQuery, Wireframes
Education
Cochin University of Science and Technology 2000 — 2004
B-Tech, Computer Science
Mar Ivanios College 1998 — 2000
Associate's Degree, Pre Degree
Loyola High School 1987 — 1998
Stryker Endoscopy October 2004 - Present
Stryker October 2004 - Present
Business Solutions, Inc. September 1999 - October 2004
MetLife August 1997 - September 1999
Skills
Capital Equipment, Medical Devices, Operating Room, Surgeons, Disposables, Surgical Instruments, Market Development, Orthopedic, Cardiology, Urology, Cold Calling, Sales, Product Launch, Account Management, Leadership, Medical Sales
Education
Coastal Carolina University 1993 — 1996
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Westport, CT 2003 - Present
MetLife 1987 - 2003
First Bank 1982 - 1985
Skills
Investment Management &..., Portfolio Management &..., Trading, Credit Analysis, Stocks, Equities, Fixed Income, Investment Grade Bonds, High Yield Bonds, Emerging Markets Bonds, Art, Antiques &..., Cultural Heritage, Chinese Antiquities, Pre-Columbian..., Jade, Renaissance Bronze..., Objets de Vertu, Investments, Hedge Funds, Finance, Strategy, Alternative Investments, Investment Management
Education
Colgate University
BS, Economics, Political Science, History
Cornell University - Johnson Graduate School of Management
MBA, Master of Business Administration
Microsoft March 2014 - Present
Zynga March 2011 - January 2014
Microsoft May 2008 - March 2011
Microsoft October 1999 - May 2008
MetLife August 1997 - November 1998
Skills
College Recruiting, Onboarding, Recruiting, Technical Recruiting, Human Resources, Management, Talent Management, Employee Relations, Applicant Tracking..., Talent Acquisition, Leadership, Networking, Hiring, Interviews, Sourcing, Internet Recruiting, Employer Branding
Education
Colby College 1993 — 1997
Doozer Software February 2015 - Present
ACCi August 2012 - February 2015
Doozer Software 2015 - 2015
NCP April 2012 - July 2012
CE Outcomes, LLC June 2007 - March 2012
Insuresoft September 2006 - June 2007
Virginia College at Birmingham 1999 - 2006
Xerox Direct 1997 - 1998
Alabama Staff 1994 - 1996
MetLife 1989 - 1993
Skills
T-SQL Programming, SSIS Development, SSRS Development, Visual Basic.Net, C#.NET, Network Engineering, Web Programming, SQL database design, Technical Writing, Technical Training, People Management, C#, T-SQL, .NET, Microsoft SQL Server, Programming, Management, Web Applications, VB.NET, Databases, Software Project..., SSIS, Integration, SQL, SSRS, Leadership, Requirements Analysis, SharePoint, Analysis Services, Database Administration, SDLC, Business Intelligence, Training, Crystal Reports, ASP.NET, CSS, XML, Access, Visual Basic, ETL, Systems Analysis, Troubleshooting, Software Development, Database Design, System Administration, HTML, ASP, Visio, IIS, LINQ
Education
University of Phoenix 2001 — 2003
Masters, Computer Information Systems, 96
Virginia College 1997 — 1998
Diploma, MSCE
Colgate University 1976 — 1980
Bachelor of Arts (B.A.), Political Science
Indian Springs School
Indian Springs School
MetLife July 2008 - Present
MetLife July 2007 - June 2008
MetLife September 2003 - July 2006
Citigroup July 1996 - May 2000
Education
Colby College 1992 — 1996
Financial Services, academic institutions, non-profits April 2014 - Present
H&R Block January 2015 - April 2015
MetLife March 2008 - March 2014
metlife October 2002 - March 2008
Skills
SDLC, COBOL, Mainframe, MS Project, Visio, Program Management, Testing, Software Development, SQL, Project Management, Requirements Analysis, Management, PMP, DB2, Strategy, Leadership, Business Analysis, Integration
Education
Colby College
Bachelor's Degree
MetLife June 2004 - Present
NeST September 2000 - August 2002
Skills
Software Project..., Agile Methodologies, SDLC, Requirements Analysis, Enterprise Architecture, PMP, Requirements Gathering, Business Analysis, SOA, Solution Architecture
Education
Cochin University of Science and Technology 1996 — 2000
B.E, Computer Eng
Assumption College
MetLife April 2003 - Present
MetLife Auto and Home 2000 - 2003
MetLife Auto & Home 1999 - 2000
MetLife Auto & Home 1997 - 1999
MetLife Auto & Home 1995 - 1997
MetLife Auto & Home 1988 - 1995
Skills
Leadership, Team Leadership, Insurance, Business Analysis, Budgets, Finance, Risk Management, Process Improvement, Customer Service, Program Management, IT Strategy, Financial Analysis, Strategic Planning, Vendor Management, Sarbanes-Oxley Act, Internal Audit, Management, Analysis
Education
Cleveland State University
BBA, Accounting
John Carroll University
MBA, Business
MetLife December 2013 - Present
Unum August 2004 - November 2013
Unum July 1999 - August 2004
Unum July 1997 - July 1999
Liberty Mutual March 1995 - August 1997
Skills
Employee Benefits, Disability Insurance, Insurance, Long-term Care, Brokers, Workers Compensation, Claim, New Business Development, Underwriting, Life Insurance, Health Insurance, Disability Management, Health Savings Accounts, Claims Management, Term Life Insurance, Account Management, Sales, Reinsurance, Accident, Managed Care, Health Care Reform, Long Term Care Insurance
Education
Colby College 1973 — 1977
BA, Biology
Putnam Investments 1998 - Present
MetLife August 1995 - May 1998
Skills
Hedge Funds, Bloomberg, Investments, Asset Management, Credit Derivatives, Capital Markets, Financial Risk, Financial Modeling, Fixed Income, Valuation, Equities, Portfolio Management, Bonds, Leveraged Finance, Analysis, Trading, Business Analysis, Investment Banking, Financial Services, Securities
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA
Colgate University
BA
Schwab Private Client Investment Advisors December 1999 - Present
US Army Reserves September 1991 - March 2012
Ameritrade January 1998 - December 1999
Ameritas Investment Corporation January 1997 - January 1998
MetLife August 1996 - January 1997
Skills
Series 7, Investment Advisory, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Uniform Combined State..., Investment Strategies, Investments, Securities, Retirement, Portfolio Management, Alternative Investments, Asset Managment, Series 66, Series 9, Financial Analysis, FINRA, Strategic Financial..., Finance, Fixed Annuities, Asset Management, Equities, Financial Services, Trading
Education
College for Financial Planning 2007 — 2008
Certification, Financial Planning and Asset Management
Metropolitan State University of Denver 2001 — 2003
Certificate, Financial Planning
University of Nebraska - Lincoln 1994 — 1996
BS, Business and Finance
University of Nebraska at Kearney 1990 — 1994
Bacherlor of Science - Business Administration, Finance, French
MetLife December 2008 - Present
Market Street Mortgage January 1993 - July 2008
Skills
Claims Management
Education
College of DuPage 1984 — 1988
Commission Express June 2013 - Present
Bohland & Graham June 2008 - Present
Wells Fargo Insurance Services January 2012 - July 2013
MetLife March 2011 - December 2011
Wachovia, A Wells Fargo Company January 2000 - June 2008
J.P. Morgan January 1998 - December 1999
Skills
Real Estate Transactions, Real Estate, Closings, Factoring, Investments, Investment Properties, Underwriting, Risk Management, Insurance, Strategic Planning, Asset Management, Mergers & Acquisitions, Financial Modeling, Sales Commission
Education
Colgate University 1991 — 1995
BA, Philosophy, Religion, Economics
The Lawrenceville School 1989 — 1991
Graduate, Communication and Media Studies
Morgan Stanley January 2015 - Present
Morgan Stanley 2011 - Present
Goldman Sachs 2010 - 2011
General Electric 2007 - 2010
MetLife 2001 - 2007
Skills
Languages - Fluent in...
Education
Fordham University School of Law 1998 — 2001
J.D., Law
Colby College 1994 — 1998
B.A., French and International Studies
MetLife July 2015 - Present
ManpowerGroup September 2014 - July 2015
H&R Block November 2011 - April 2014
Tovar Snow Professionals July 2007 - March 2010
Chicago Title Insurance Company 2003 - 2007
Skills
Customer Service, Microsoft Excel, QuickBooks, Accounts Payable, Accounts Receivable, Outlook, Microsoft Office, Data Entry, Account Reconciliation, Management, Banking, Bookkeeping, Tax Preparation, Great Plains Software, Telephone Skills, Accounting, Team Building, Microsoft Word, Financial Reporting, Leadership, General Ledger, Access, Time Management, Invoicing
Education
College of DuPage
General Education
ROOM SERVICE USA INC October 2008 - Present
MetLife April 2006 - January 2008
Wise Computers February 2002 - September 2002
Education
College of Business 1997 — 2002
MBA, Management Information Systems
Ferdowsi University of Mashhad 1988 — 1992
BA, French Literature
Cornerstone Services August 2015 - Present
Independent Financial Planner September 1988 - Present
MetLife 2011 - October 2012
Wachovia, A Wells Fargo Company July 2000 - July 2011
MetLife July 1981 - July 2000
Skills
Retirement, IRA's, Series 63, Investments, Term Life Insurance, Insurance Planning, Retirement Planning, Series 66, Mutual Funds, Property & Casualty..., 401k, Asset Allocation, Estate Planning, IRAs, Uniform Combined State...
Education
College for Financial Planning 1988 — 1989
CFP, Financial Planning
Pont Park University
BA Journalism, Broadcast Journalism, cum laude
Self Employed 2012 - Present
Metropolitan Life Insurance Company 2009 - May 2011
MetLife 2003 - 2009
MetLife 2002 - 2003
MetLife 1999 - 2000
MetLife 1997 - 1999
MetLife 1972 - 1997
Skills
Insurance, Thought Leadership, Vendor Management, Organizational..., Professional Women, Career Development, Presentations, Facilitators, Customer Service, Integration, Project Planning, Information Technology, Mentoring, Women's Issues, Women Leaders, Crisis Communications, Facility Relocation, Systems Analysis, Crisis Management, Technology, System Deployment, Strategy, Financial Services, IT Management, Disaster Recovery, Business Strategy, Leadership, PMO, Project Portfolio..., Management
Education
Long Island University 1978 — 1980
Master of Business Administration (MBA), Finance and Information Systems, With Distinction
College of Mount Saint Vincent 1968 — 1972
ba, mathematics
Brushfire 2011 - 2014
Words and Music Company 2011 - 2013
MetLife 2011 - 2011
Sudler & Hennessey 2009 - 2009
DKB & Partners 1999 - 2003
Bozell Worldwide, NY 1999 - 1999
Bozell Retail 1996 - 1998
Gilbert Whitney & Johns 1993 - 1997
Skills
Television, Video Production, Post Production, Broadcast
Education
Colgate University
BA
MetLife September 2001 - Present
DMB&B 1980 - 2000
Skills
Television, Vendor Management, Risk Management, Project Management, Process Improvement, Management, Contract Negotiation, Business Analysis, SDLC, Strategic Partnerships, CRM, Account Management, Program Management
Education
Coe College 1968 — 1972
MetLife July 2015 - Present
MetLife March 2014 - Present
MetLife December 2009 - Present
GID Consulting March 2009 - December 2009
Cypress Care September 2005 - May 2008
Skills
Healthcare, Account Management, Managed Care, Pharmacy Benefit..., Management, Utilization Management, Sales Presentations, Claim, Healthcare Information..., New Business Development, Healthcare Industry, Process Improvement, Sales Management, Training, Medicaid, Selling, Medicare, Strategic Planning, Workers Compensation, Pharmacy, Contract Negotiation, Disease Management, Marketing Strategy, Negotiation, Sales, HIPAA, Data Analysis, Health Insurance, Marketing, Sales Operations, Team Building, Leadership, Employee Benefits, Project Management, Sales Process
Education
College of DuPage
MetLife March 2012 - Present
MetLife June 2008 - March 2012
MetLife Auto & Home April 2004 - March 2006
Progressive Insurance 1991 - 1995
Skills
Property & Casualty..., Insurance, Underwriting, Customer Retention, Program Management, Strategic Planning, Project Management
Education
Webster University 2002 — 2005
Masters, Business Administration
Cleveland State University 1988 — 1991
BA, History
The University of Akron 1985 — 1988
AAS, Criminal Justice
Lincoln Financial Group January 2011 - 2013
MetLife June 2008 - December 2010
Skills
Disability Insurance, Underwriting, Insurance, Life Insurance, Dental Insurance, Fixed Annuities, Health Insurance, Employee Benefits, Brokers, Long-term Care, Retirement Planning
Education
Colgate University 2005 — 2008
Bachelor of Arts (BA), Sociology, Economics
Miami University 2004 — 2005
Aetna August 2012 - February 2015
ACE Life January 2007 - June 2012
MetLife February 1998 - December 2006
MetLife Mexico Social Security Cos January 1997 - January 1998
MetLife Argentina May 1994 - December 1996
MetLife Mexico September 1991 - May 1994
MetLife Spain December 1987 - August 1991
Skills
Underwriting, Property & Casualty..., Risk Management, Strategic Planning, Commercial Insurance, Professional Liability, Health Insurance, Change Management, Project Management, Reinsurance, Process Improvement, Start-ups
Education
Colby College
Economics; Spanish
NYU -MBA
MBA, Finance & Mkting
NYU Stern School of Business
Master's Degree, Finance & Marketing
The American College
MetLife May 2007 - Present
MetLife April 2002 - May 2007
Prudential Insurance February 2000 - March 2002
Unum May 1993 - May 2000
Skills
Account Management, Group Insurance, Health Savings Accounts, Fixed Annuities, Disability Insurance, Series 6
Education
Colby College 1985 — 1989
BA, Economics
portsmouth abbey 1981 — 1985
MetLife January 2014 - Present
XOOM Energy April 2013 - January 2014
Ginkgo Residential September 2012 - April 2013
Marriott International April 2006 - September 2012
Coastal Federal Bank April 2005 - August 2005
Skills
Budgeting, Financial Reporting, Forecasting, Accounts Payable, Accounts Receivable, Cash Flow, Reconciliation, Financial Analysis, Variance Analysis, Internal Controls, Budgets, Hotels, Account Reconciliation, Hospitality Industry, Income Statement, Financial Statements
Education
Webster University 2007 — 2009
MBA
Coastal Carolina University 2004 — 2006
Bachelors, Accounting
Coastal Carolina University
Bachelors, Accounting (CPA Track)
Conway Middle School
MetLife May 2012 - Present
The Hartford August 2011 - May 2012
Mass Mutual 2005 - 2011
Nationwide Financial March 2003 - January 2005
Travelers Life & Annuity February 1999 - March 2004
Skills
Annuities, Bilingual, Insurance, Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Series 6, Series 63, Asset Allocation, Securities, Estate Planning, 401k, Long-term Care, Financial Services, Term Life Insurance, Strategic Financial..., Wealth Management, Asset Management, Financial Planners, Investment Advisory, Disability Insurance, Investments, Series 65, FINRA, Portfolio Management, Employee Benefits, Variable Annuities, IRAs, Pensions, Financial Advisory, Life Insurance, Alternative Investments, Wealth, Sales, Investment Strategies, Long Term Care Insurance, Uniform Combined State..., Relationship Management, ETFs, Health Insurance, Wealth Management..., Whole Life, Bonds, Fixed Income, Wealth Accumulation, Equities, Finance, Investment Management, Personal Finance
Education
College for Financial Planning 2006 — 2010
CMFC, CRPC, Financial Services
IUCE
Universidad La Salle, A.C.
BS, Civil Engineer
College of DuPage (post BA education) January 2015 - Present
Self Employed--Consultant June 2014 - January 2015
Caretaker June 2010 - September 2014
Madison Street Capital March 2012 - April 2012
Tower Hill Trading January 2012 - February 2012
MetLife February 2008 - August 2008
Advisors Asset Management, Inc. May 2006 - February 2008
Claymore Securities, Inc. April 2002 - March 2006
Nuveen Investments October 1998 - April 2002
A.G. Edwards and Sons, Inc January 1993 - January 1996
Skills
Securities, Portfolio Management, Fixed Income, Equities, Investments, Mutual Funds, Capital Markets, Investment Banking, Asset Management
Education
College of DuPage certifications--post BA 2015 — 2017
Certificates: Accounting, Management, Information Systems and MS Pro, Certifications
University of Illinois at Chicago 1995 — 1998
BA, Economics, 3.2/4.0
Villanova University 2010 — 2010
Certificate, Six Sigma Green Belt
College of DuPage 2013 — 2015
Certification, Certified Associate in Project Management (CAPM)
Glenbard West High School 1987 — 1991
Diploma, Mathematics
Lowe's Home Improvement October 2013 - Present
LPL Financial July 2012 - October 2013
Cognizant Technology Solutions August 2011 - July 2012
Lowe's 2008 - 2011
Cognizant Technology Solutions 1998 - 2011
MetLife 2001 - 2007
Skills
Program Management, Vendor Management, SDLC, Software Project..., PMP
Education
College of Engineering, Trivandrum 1993 — 1997
B. Tech, Mechanical Engineering
SSKZM
SSKZM
SSKZM
Eliassen Group June 2013 - Present
Phillips Staffing/KEMET Electronics Corporation April 2012 - January 2013
Recruiting Solutions/QS/1 Data Systems November 2010 - March 2011
MetLife May 2000 - October 2009
Computer Task Group/Milliken June 1997 - May 2000
MetLife June 1990 - June 1997
J P Stephens June 1981 - June 1990
Skills
COBOL, VSAM, SPUFI, QMF, Xpediter, CLIST, IBM Utilities, Strobe, IBM Assembler, DB2, JCL, Systems Analysis, CICS, Microsoft SQL Server, Fileaid, Visual Basic, Java, VB.NET, Serena Changeman, MVS, Mainframe, TSO, SQL, Syncsort, IBM Mainframe, SDSF, JES2, Performance Tuning, Testing, Production Support, ISPF, Visio, Programming
Education
Greenville Technical College 2010 — 2012
AS/CPT, Computer Programming
College of Charleston 1978 — 1981
BS, Applied Math and Computer Science
Ahold Information Services September 2011 - Present
Ahold Information Services 2006 - 2011
Ahold Information Services 2001 - 2006
Ahold Information Services 1998 - 2001
MetLife 1995 - 1998
Liberty Life Insurance Public Company Ltd 1993 - 1995
Liberty Life Insurance Public Company Ltd 1988 - 1993
Liberty Life Insurance Public Company Ltd 1987 - 1988
Batchelder-Blasius, Inc. 1986 - 1987
Hoechst Fibers 1984 - 1986
Skills
DB2, Mainframe, WebSphere MQ, Endeavor, Easytrieve, SPUFI, Fileaid, QMF, VSAM, JCL, MVS, CICS
Education
University of South Carolina Upstate 1982 — 1986
BS, Computer Science
College of Charleston 1979 — 1982
BS, Psychology
Harley-Davidson Motor Company January 2015 - Present
MetLife January 2011 - Present
Assurant Health January 2007 - Present
Crump Insurance April 2004 - Present
Skills
Insurance, Investments, Strategic Planning, Financial Analysis, Estate Planning, Wealth Management, Brokerage, New Business Development
Education
College of Charleston 2002 — 2004
Bachelor of Arts (B.A.)
Birmingham Southern 1998 — 1999
Gallagher Benefit Services September 2004 - Present
Oklahoma Financial Center March 1995 - August 2004
MetLife August 1994 - March 1995
Skills
Microsoft Excel..., Microsoft Office 2007
Education
Southwestern Oklahoma State University
Bachelor of Arts (BA), Speech / Communications
University of Central Oklahoma - College of Business Administration
MBA, Finance and Financial Management Services
Wells Fargo Advisors, LLC January 2014 - Present
Wells Fargo Advisors, LLC December 2008 - December 2013
Merrill Lynch May 2004 - December 2008
MetLife May 2001 - May 2004
Ameriprise Financial Services, Inc. October 1984 - May 2001
Skills
Insurance, Retirement, Investments, Mutual Funds, Retirement Planning, Securities, Risk Management, Financial Analysis, Financial Services, Financial Risk, Relationship Management
Education
The American College 1994 — 1998
Chartered Financial Consultant (ChFC), Financial Planning and Services
College for Financial Planning 1987 — 1991
Certified Financial Planner (CFP), Financial Planning and Services
The University of South Dakota 1978 — 1982
Bachelor of Science (BS), Management
Calvary Christian Martial Arts May 1999 - Present
Decorators Etc July 1998 - Present
Securitas Security Services USA, Inc. October 2010 - November 2014
MetLife October 2010 - April 2011
Skills
Asset Protection, CCTV, Corporate Security, Criminal Investigations, Customer Service, Executive Protection, Firearms, Interrogation, Leadership, Loss Prevention, Management, Personal Protection, Personal Security, Training, Strategic Planning, Team Building, Surveillance, Security Training, Security Operations, Security Management, Security, Risk Management, Risk Assessment, Public Speaking, Protection, Criminal Justice, Enforcement, Interior Design, Investigation, Microsoft Office, Police, Private Investigations, Physical Security, Self Defense, Internal Investigations, Operations Management, Close Protection, Security Audits, Emergency Management, Crime Prevention, Patrol, Workplace Violence
Education
College of DuPage 1974 — 1977
Associate Arts, Criminal Justice
MetLife August 2014 - Present
Mutual Trust Financial Group January 2003 - July 2014
Mutual Trust Financial Group January 2003 - July 2014
Innovative Insurance Advisors April 2007 - March 2008
Skills
Life Insurance, Insurance, Training, Disability Insurance, Fixed Annuities, Customer Service, Sales, Long-term Care, Retirement Planning, Underwriting, Strategic Planning, Leadership
Education
Life Office Management Association 2003 — 2014
Insurance
College of DuPage 2000 — 2002
Associate's Degree
Flappan Financial 1994 - Present
Kansas State High School Athletic Association August 2009 - Present
Safeco Insurance May 1993 - March 1994
MetLife June 1987 - May 1993
Skills
Group Health, Health Insurance, Small Business, Insurance, Annuities, Disability Insurance, Long Term Care, Employee Benefits, Term Life Insurance, Group Benefits, Dental, Health Savings Accounts, Brokers, Supplemental Insurance, Universal Life, Health Plans, Group Medical, IRA's, Long-term Care, Life Insurance, Commercial Insurance, Whole Life, Critical Illness, Group Insurance, Accident, Fixed Annuities, Retirement, Long Term Care Insurance
Education
Coe College 1970 — 1974
BA, Business and Sociology
Pembroke Hill 1967 — 1970
Diploma, High School classes
Humana October 2011 - April 2013
Humana February 2010 - October 2011
Lincoln Financial Group August 2008 - December 2009
The Standard June 2006 - June 2008
MetLife June 2003 - June 2006
Education
College of Charleston 1998 — 2002
Bachelor of Arts, Communications
Duff & Phelps April 2015 - Present
Duff & Phelps September 2014 - Present
Duff & Phelps July 2012 - August 2014
Colby College September 2008 - May 2012
MetLife June 2011 - September 2011
Education
Colby College 2008 — 2012
B.A. (Distinction), Economics, Adminstrative Science
Green Shield Canada October 2000 - Present
MetLife October 1997 - November 1998
GSA March 1997 - October 1997
Skills
TFS, WCF, .NET, ASP.NET, WPF, Microsoft SQL Server, T-SQL, C#, Entity Framework, Web Services, SOA, LINQ, Agile Methodologies, Systems Analysis, ASP.NET MVC, XML, Software Development, IIS, SQL, UML
Education
Virginia Polytechnic Institute and State University 1995 — 1996
MS, Information Systems
College of Engineering, Trivandrum 1988 — 1992
B.Tech, Electrical & Electronics Engineering
MetLife March 2012 - Present
MetLife December 2004 - March 2012
Adult and Pediatric Dermatology 2002 - 2004
Skills
Lotus Notes, Microsoft Office
Education
North Central College 2009 — 2012
Master of Business Administration, Finance, General, 3.9
Northern Illinois University 2000 — 2003
Bachelor of Science, Management and Finance
College of DuPage 1998 — 2000
Associate of Arts
Madison Planning Group Financial ConsultantAXA AdvisorsFebruary 2003 - February 2006
MetLife August 1973 - January 2002
Skills
IRAs, Strategic Financial..., Wealth Management, Fixed Annuities, Retirement Planning, Real Estate, Investments, Wealth Management..., Estate Planning
Education
Seton Hall University 1972 — 1975
MBA, Marketing
Colby College 1966 — 1970
BA, Economics
Cadence Health July 2014 - Present
TIMBERLINE KNOLLS REHABILITATION CENTER August 2010 - July 2014
Edward Hospital November 2009 - July 2010
Edward Hospital January 2009 - January 2010
New Covenant Church January 2004 - January 2008
MetLife January 1990 - January 2004
Skills
Proficient in Microsoft..., Technology Needs..., Wellness, Young Adults, Teaching, Adolescents, Treatment, Nursing, Patient Education, Hospitals
Education
College of DuPage 2007 — 2010
Associate Degree, Nursing
Illinois State University
Bachelor of Arts, Mathematics
Illinois State Toll Highway Authority June 2000 - Present
Dr. Pepper Bottling Co December 1999 - June 2000
MetLife February 1996 - October 1998
Skills
Analysis, Research, Policy Analysis, Data Analysis, Business Analysis, Public Policy, Statistics, Auditing, Financial Analysis, Qualitative Research, SPSS
Education
College of DuPage
Liberty Mutual September 2008 - Present
Farmers Insurance July 2002 - September 2008
MetLife 2001 - 2002
Municipal Law Enforcement 1995 - 2002
Skills
Liability, Subrogation, Certified Fraud Examiner, Liability Analysis, Property Damage, Investigation, Legal Liability, Claim Investigation, Claim, Accident, Private Investigations, Property & Casualty..., Commercial Lines, Background Checks, Workers Compensation, General Insurance, Insurance, Insurance Law, Litigation Management, Fraud, Casualty, Commercial Insurance, Fraud Claims, Claims Management, Claims Investigations, Professional Liability, Claims Resolution, Workers' Compensation..., Expert Witness, Adjustments, Internal Investigations, Claims Handling, Fraud Detection, Health Insurance, Property Claims, Homeowners, Excess, Underwriting, Casualty Insurance
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Master's Degree, Master of Science (M.S.), Finance
University of Illinois at Urbana-Champaign 1994 — 1996
Bachelor of Science (B.S.), Psychology
College of DuPage 1992 — 1994
Associate of Arts (A.A.), Psychology
Prudential Financial December 2009 - Present
MetLife 2013 - 2013
MetLife 2013 - 2013
Prudential Financial January 2008 - December 2009
Prudential Financial August 2006 - January 2008
Education
College of Charleston 2003 — 2005
Bachelor of Science (BS), Political Science and Government
Coastal Carolina University May 2012 - Present
Reader's Digest May 2011 - August 2011
MetLife June 2008 - August 2009
Skills
Microsoft Excel, PowerPoint, Research
Education
Coastal Carolina University 2009 — 2013
The College of Saint Rose
RBS Citizens Financial Group December 2013 - Present
Citizens Bank March 2006 - December 2013
MetLife May 2001 - January 2006
Skills
Credit, Loans, Banking, Retail Banking, Customer Satisfaction, Consumer Lending
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (M.B.A.)
Colby College 1996 — 2000
Bachelor's degree, Anthropology