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.
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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
Employee
Years
Job
Industry
David Johnson- CLU®, ChFC® David Johnson- CLU®, ChFC®'s MetLife Experience January 2014 - Present
Job Workplace Sales Director at MetLife
Industry Financial Services
Experience
MetLife January 2014 - Present
Principal Financial Group May 2013 - January 2014
Principal Financial Group July 2010 - May 2013
F.R. Owen & Associates, a US Retirement Partners company September 2009 - July 2010
MetLife Resources January 2006 - September 2009
CitiStreet March 2003 - December 2005
CitiStreet June 2000 - March 2003
Prudential Financial 1996 - 1998
Education
The American College 2007 — 2011
CLU & ChFC, Life Insurance & Financial Planning
The College of New Jersey 1990 — 1994
B.S., Economics
MetLife January 2014 - Present
Principal Financial Group May 2013 - January 2014
Principal Financial Group July 2010 - May 2013
F.R. Owen & Associates, a US Retirement Partners company September 2009 - July 2010
MetLife Resources January 2006 - September 2009
CitiStreet March 2003 - December 2005
CitiStreet June 2000 - March 2003
Prudential Financial 1996 - 1998
Education
The American College 2007 — 2011
CLU & ChFC, Life Insurance & Financial Planning
The College of New Jersey 1990 — 1994
B.S., Economics
Annie Longo Annie Longo's MetLife Experience May 2007 - June 2013
Job Crump
Industry Insurance
Experience
AIG April 2014 - October 2014
Capitas Financial June 2013 - December 2013
MetLife May 2007 - June 2013
MetLife February 2006 - May 2007
Skills
Life Insurance, Estate Planning, Sales Presentation..., Public Speaking, Series 6, Series 63, Life Insurance Licensed, Whole Life, Variable Life, Relationship Management, Mentoring New Hires, Call Coaching, Disability Insurance, Sales, Term Life Insurance, Retirement, Variable Annuities, Long-term Care, Long Term Care Insurance, Retirement Planning, Fixed Annuities
Education
University of Maryland College Park
The American College 2010 — 2013
CLU
AIG April 2014 - October 2014
Capitas Financial June 2013 - December 2013
MetLife May 2007 - June 2013
MetLife February 2006 - May 2007
Skills
Life Insurance, Estate Planning, Sales Presentation..., Public Speaking, Series 6, Series 63, Life Insurance Licensed, Whole Life, Variable Life, Relationship Management, Mentoring New Hires, Call Coaching, Disability Insurance, Sales, Term Life Insurance, Retirement, Variable Annuities, Long-term Care, Long Term Care Insurance, Retirement Planning, Fixed Annuities
Education
University of Maryland College Park
The American College 2010 — 2013
CLU
Curtis W. Painton CLU ChFC Curtis W. Painton CLU ChFC's MetLife Experience March 1991 - October 1999
Job Commercial Insurance & Financial Services
Industry Insurance
Experience
Insurance Agency of San Marcos January 2011 - Present
Farmers Insurance Group (FUFIG) January 2001 - January 2011
MetLife March 1991 - October 1999
Aetna Life and Casaulty March 1982 - January 1991
Skills
Commercial Insurance, Property & Casualty..., Casualty, Insurance, Training, General Insurance, Sales, Liability, Legal Liability, Commercial Lines, Term Life Insurance, Umbrella Insurance, Life Insurance, Homeowners, Workers Compensation, Underwriting, Casualty Insurance, Customer Service, Management
Education
The American College 1992 — 1995
CLU, ChFC, INSURANCE & INVESTMENTS
UALR 1976 — 1981
Marketing, Insurance, 3.0
Insurance Agency of San Marcos January 2011 - Present
Farmers Insurance Group (FUFIG) January 2001 - January 2011
MetLife March 1991 - October 1999
Aetna Life and Casaulty March 1982 - January 1991
Skills
Commercial Insurance, Property & Casualty..., Casualty, Insurance, Training, General Insurance, Sales, Liability, Legal Liability, Commercial Lines, Term Life Insurance, Umbrella Insurance, Life Insurance, Homeowners, Workers Compensation, Underwriting, Casualty Insurance, Customer Service, Management
Education
The American College 1992 — 1995
CLU, ChFC, INSURANCE & INVESTMENTS
UALR 1976 — 1981
Marketing, Insurance, 3.0
Christian Caiafa Christian Caiafa's MetLife Experience August 2013 - August 2014
Job EMS at Department Of Veternan Affairs
Industry Hospital & Health Care
Experience
U.S. Department of Veterans Affairs October 2014 - Present
MetLife August 2013 - August 2014
Telefund July 2012 - September 2012
Primerica March 2011 - March 2012
4ID IRT August 2006 - December 2008
3 ACR Regiment March 2005 - March 2006
Skills
Loyalty, Duty, Respect, Selfess Service, Honor, Intergity, Personal Courage, Budgets, Management, Loyalty Programs, Sales, Strategic Financial..., Finance, Data Entry, Training, Customer Service, Employee Benefits, Small Business, Life Insurance, Marketing, Selling, Insurance, Financial Planning, Video Editing
Education
The Art Institute of New York City 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Film/Cinema/Video Studies, 3.5
U.S. Department of Veterans Affairs October 2014 - Present
MetLife August 2013 - August 2014
Telefund July 2012 - September 2012
Primerica March 2011 - March 2012
4ID IRT August 2006 - December 2008
3 ACR Regiment March 2005 - March 2006
Skills
Loyalty, Duty, Respect, Selfess Service, Honor, Intergity, Personal Courage, Budgets, Management, Loyalty Programs, Sales, Strategic Financial..., Finance, Data Entry, Training, Customer Service, Employee Benefits, Small Business, Life Insurance, Marketing, Selling, Insurance, Financial Planning, Video Editing
Education
The Art Institute of New York City 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Film/Cinema/Video Studies, 3.5
Gail Knox Gail Knox's MetLife Experience 1972 - 1980
Job VicePresident at Word Within International, Inc
Industry Religious Institutions
Experience
Word Within International, Inc August 1993 - Present
MassMutual Financial Group 1980 - 1985
MetLife 1972 - 1980
Skills
Public Speaking, Teaching, Nonprofits, Preaching, Theology, Microsoft Office, Religion, Biblical Studies, Human Resources, Policy, Customer Service, Strategic Planning, Leadership, Team Building, Management, Event Planning, Fundraising, Volunteer Management, Leadership Development, Microsoft Word
Education
Texas Tech University 1960 — 1964
BS, Mathematics
The University of Texas at Austin
One semester before transferringto Texas Tech, Mathematics
Word Within International, Inc August 1993 - Present
MassMutual Financial Group 1980 - 1985
MetLife 1972 - 1980
Skills
Public Speaking, Teaching, Nonprofits, Preaching, Theology, Microsoft Office, Religion, Biblical Studies, Human Resources, Policy, Customer Service, Strategic Planning, Leadership, Team Building, Management, Event Planning, Fundraising, Volunteer Management, Leadership Development, Microsoft Word
Education
Texas Tech University 1960 — 1964
BS, Mathematics
The University of Texas at Austin
One semester before transferringto Texas Tech, Mathematics
Donald Kuntzman Donald Kuntzman's MetLife Experience 1991 - Present
Job Financial Services Representative / Investment Adviser Representative at MetLife
Industry Financial Services
Experience
MetLife 1991 - Present
Skills
Retirement Planning, Disability Insurance, Insurance, Mutual Funds, IRAs, Investments, Investment Strategies, Life Insurance
Education
The American College
LUTCF; Life Underwriters Training Council Fellow
MetLife 1991 - Present
Skills
Retirement Planning, Disability Insurance, Insurance, Mutual Funds, IRAs, Investments, Investment Strategies, Life Insurance
Education
The American College
LUTCF; Life Underwriters Training Council Fellow
Edward Bradley Edward Bradley's MetLife Experience 2008 - 2013
Job Financial Planner at Mainspring Wealth Advisors
Industry Financial Services
Experience
Mainspring Wealth Advisors, an independent firm August 2013 - Present
MetLife 2008 - 2013
Skills
Personal Financial..., Wealth Management, Wealth Accumulation..., Risk Management, Retirement Planning, Business Succession...
Education
The American College 2013 — 2015
Certified Financial Planner Candidate: CFP
University of Washington
Bachelor of Business Administration (BBA), Finance
Mainspring Wealth Advisors, an independent firm August 2013 - Present
MetLife 2008 - 2013
Skills
Personal Financial..., Wealth Management, Wealth Accumulation..., Risk Management, Retirement Planning, Business Succession...
Education
The American College 2013 — 2015
Certified Financial Planner Candidate: CFP
University of Washington
Bachelor of Business Administration (BBA), Finance
Ted Mageau's MetLife Experience 1988 - 2004
Job Main Street Planning Group
Industry Insurance
Experience
Main Street Planning Group 2012 - Present
Peoples United Insurance 2008 - 2012
Met Life 2004 - 2008
MetLife 1988 - 2004
Skills
Sales, marketing and..., Selected Team..., Led sales partnership..., Leadership, Insurance, Sales, Banking, Training, Life Insurance, Long-term Care, Employee Benefits, Team Building, Health Insurance, Underwriting, Management, Disability Insurance, Fixed Annuities, Sales Management, Strategic Planning, Marketing, Budgets, Brokers, Recruiting, Property & Casualty..., Retirement Planning, Term Life Insurance, Wealth Management, Health Savings Accounts, Whole Life, 401k, Financial Advisory, Securities, Retirement, Financial Planners, IRAs, Accident, Long Term Care Insurance, Series 6, Variable Annuities, Umbrella Insurance, Insurance Brokerage, Commercial Insurance, Professional Liability, Workers Compensation, Estate Planning, Legal Liability, Series 63, Casualty, Pensions, 401k Rollovers
Education
St. Johns University 1979 — 1983
BS, Marketing
The American College
CLF, insurance management
Main Street Planning Group 2012 - Present
Peoples United Insurance 2008 - 2012
Met Life 2004 - 2008
MetLife 1988 - 2004
Skills
Sales, marketing and..., Selected Team..., Led sales partnership..., Leadership, Insurance, Sales, Banking, Training, Life Insurance, Long-term Care, Employee Benefits, Team Building, Health Insurance, Underwriting, Management, Disability Insurance, Fixed Annuities, Sales Management, Strategic Planning, Marketing, Budgets, Brokers, Recruiting, Property & Casualty..., Retirement Planning, Term Life Insurance, Wealth Management, Health Savings Accounts, Whole Life, 401k, Financial Advisory, Securities, Retirement, Financial Planners, IRAs, Accident, Long Term Care Insurance, Series 6, Variable Annuities, Umbrella Insurance, Insurance Brokerage, Commercial Insurance, Professional Liability, Workers Compensation, Estate Planning, Legal Liability, Series 63, Casualty, Pensions, 401k Rollovers
Education
St. Johns University 1979 — 1983
BS, Marketing
The American College
CLF, insurance management
alison warner alison warner's MetLife Experience March 2011 - March 2012
Job Senior Mortgage Loan Originator at Southwest Funding, Uptown Branch #1013
Industry Financial Services
Experience
Southwest Funding, Uptown Branch #1013 May 2012 - Present
MetLife March 2011 - March 2012
GreenPoint Mortgage 2005 - 2008
Skills
Mortgage Banking, FHA, Residential Mortgages, Loans, Loan Origination, Credit, Refinance, USDA, VA loans, Mortgage Lending, Underwriting, Banking
Education
Texas Woman's University 2008 — 2009
Master of Business Administration (MBA)
Southwest Funding, Uptown Branch #1013 May 2012 - Present
MetLife March 2011 - March 2012
GreenPoint Mortgage 2005 - 2008
Skills
Mortgage Banking, FHA, Residential Mortgages, Loans, Loan Origination, Credit, Refinance, USDA, VA loans, Mortgage Lending, Underwriting, Banking
Education
Texas Woman's University 2008 — 2009
Master of Business Administration (MBA)
Curt Wagner CLU, CLTC Curt Wagner CLU, CLTC's MetLife Experience August 2015 - Present
Job Regional Sales Vice President MetLife
Industry Insurance
Experience
MetLife August 2015 - Present
RiverSource Insurance October 2011 - August 2015
RiverSource Insurance January 2006 - August 2011
Skills
Insurance, Retirement, Financial Advisory, Retirement Planning, Series 7, Strategic Financial..., Long-term Care, Series 63, Life Insurance, Disability Insurance, Relationship Management, Public Speaking, Financial Services, 401k, Employee Benefits, Estate Planning, Coaching, Mutual Funds, Financial Planners
Education
The American College 2005 — 2005
Chartered Life Underwriter(CLU)
University of St. Thomas 1995 — 1999
BA, Finance
MetLife August 2015 - Present
RiverSource Insurance October 2011 - August 2015
RiverSource Insurance January 2006 - August 2011
Skills
Insurance, Retirement, Financial Advisory, Retirement Planning, Series 7, Strategic Financial..., Long-term Care, Series 63, Life Insurance, Disability Insurance, Relationship Management, Public Speaking, Financial Services, 401k, Employee Benefits, Estate Planning, Coaching, Mutual Funds, Financial Planners
Education
The American College 2005 — 2005
Chartered Life Underwriter(CLU)
University of St. Thomas 1995 — 1999
BA, Finance
Richard Ibarra, CFP® Richard Ibarra, CFP®'s MetLife Experience May 2003 - Present
Job Financial Services Representative, CERTIFIED FINANCIAL PLANNER(TM) professional at MetLife
Industry Financial Services
Experience
MetLife May 2003 - Present
Skills
Retirement Planning, Life Insurance, Investment Strategies, Estate Planning, Retirement Income...
Education
Texas Tech University 1989 — 1993
BBA, Finance
MetLife May 2003 - Present
Skills
Retirement Planning, Life Insurance, Investment Strategies, Estate Planning, Retirement Income...
Education
Texas Tech University 1989 — 1993
BBA, Finance
B. Miles Harris, CFP®'s MetLife Experience January 2005 - Present
Job President of Harris Financial Group, Inc.
Industry Financial Services
Experience
MetLife January 2005 - Present
Skills
Series 7, Retirement, Portfolio Management, Wealth Management, Retirement Planning, Insurance, Asset Management, Financial Planners, Investment Advisory
Education
Texas Tech University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
The American College
ChFC® - Charter Financial Consultant, Financial Planning and Services
The American College
CASL® - Chartered Advisor for Senior Living, Financial Planning and Services
MetLife January 2005 - Present
Skills
Series 7, Retirement, Portfolio Management, Wealth Management, Retirement Planning, Insurance, Asset Management, Financial Planners, Investment Advisory
Education
Texas Tech University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
The American College
ChFC® - Charter Financial Consultant, Financial Planning and Services
The American College
CASL® - Chartered Advisor for Senior Living, Financial Planning and Services
Jeff A. Hoskins, CLU, ChFC Jeff A. Hoskins, CLU, ChFC's MetLife Experience January 1987 - December 1990
Job Personal Producing General Agent
Industry Financial Services
Experience
Hoskins Financial, LLC February 2013 - Present
Northwestern Mutual Financial Network March 1991 - February 2013
MetLife January 1987 - December 1990
Education
The American College 1997 — 1999
Chartered Financial Consultant (ChFC)
The American College 1995 — 1997
Chartered Life Underwriter (CLU)
University of Florida 1983 — 1986
Bachelor of Arts (B.A.), Economics
University of St. Thomas 1982 — 1983
Economics
Hoskins Financial, LLC February 2013 - Present
Northwestern Mutual Financial Network March 1991 - February 2013
MetLife January 1987 - December 1990
Education
The American College 1997 — 1999
Chartered Financial Consultant (ChFC)
The American College 1995 — 1997
Chartered Life Underwriter (CLU)
University of Florida 1983 — 1986
Bachelor of Arts (B.A.), Economics
University of St. Thomas 1982 — 1983
Economics
Jon David Palfreeman Jon David Palfreeman's MetLife Experience December 2004 - October 2007
Job CEO / Founder at sphere wealth innovation
Industry Investment Management
Experience
sphere wealth innovation October 2013 - Present
Merrill Lynch October 2007 - September 2013
MetLife December 2004 - October 2007
Southern Farm Bureau August 1995 - December 2004
Skills
Uniform Combined State..., Asset Allocation, Series 7, Series 65, Financial Planning,..., Wealth Management, Retirement Planning, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Strategic Financial..., Investment Strategies, Retirement, Alternative Investments, Equities, Asset Management, Series 63, Fixed Income, Securities, Financial Advisory, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
University of Arkansas at Fayetteville 1989 — 1994
Bachelor of Science (B.S.), Pre-Medicine/Pre-Medical Studies / Biomechanics- Physiology
The American College
sphere wealth innovation October 2013 - Present
Merrill Lynch October 2007 - September 2013
MetLife December 2004 - October 2007
Southern Farm Bureau August 1995 - December 2004
Skills
Uniform Combined State..., Asset Allocation, Series 7, Series 65, Financial Planning,..., Wealth Management, Retirement Planning, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Strategic Financial..., Investment Strategies, Retirement, Alternative Investments, Equities, Asset Management, Series 63, Fixed Income, Securities, Financial Advisory, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
University of Arkansas at Fayetteville 1989 — 1994
Bachelor of Science (B.S.), Pre-Medicine/Pre-Medical Studies / Biomechanics- Physiology
The American College
Amy Rumpsa Amy Rumpsa's MetLife Experience October 2007 - 2011
Job Staffing and Scheduling Coordinator at BrightStar Care
Industry Hospital & Health Care
Experience
BrightStar Care June 2013 - Present
Family and Children's Aid December 2011 - June 2013
MetLife October 2007 - 2011
MetLife May 2003 - October 2007
MetLife March 2002 - May 2003
MetLife November 2001 - March 2002
Skills
Business Analysis, Project Management, Negotiation, Testing, Business Process, Marketing, Program Management, Process Improvement, Project Planning, Insurance, Leadership, Strategic Planning, Vendor Management
Education
Texas Tech University 1996 — 1998
Political Science
BrightStar Care June 2013 - Present
Family and Children's Aid December 2011 - June 2013
MetLife October 2007 - 2011
MetLife May 2003 - October 2007
MetLife March 2002 - May 2003
MetLife November 2001 - March 2002
Skills
Business Analysis, Project Management, Negotiation, Testing, Business Process, Marketing, Program Management, Process Improvement, Project Planning, Insurance, Leadership, Strategic Planning, Vendor Management
Education
Texas Tech University 1996 — 1998
Political Science
Jerry Wade, LUTCF, CASL®, RICP® Jerry Wade, LUTCF, CASL®, RICP®'s MetLife Experience June 2005 - Present
Job Financial Services Representative , Financial Advisor & Special Needs Planner at MetLife
Industry Financial Services
Experience
MetLife June 2005 - Present
AQM April 2000 - August 2005
PSEG March 1996 - January 2000
United States Air Force January 1986 - September 1990
Skills
Securities, Group Benefits, Investments, Retirement Planning, Mutual Funds, Small Business, Wealth Management..., Business Succession..., Estate Conservation..., Long Term Care Insurance, Disability Income..., Payout..., Health Insurance, Fixed and Variable..., Wealth Accumulation..., Asset Allocation..., Life Insurance, Estate Planning, Strategic Financial..., Insurance, Retirement, Asset Allocation, Disability Insurance, Business, Fixed Annuities, Employee Benefits, 401k, Financial Advisory, Wealth Management, Term Life Insurance, Sales, Long-term Care, Wealth, Financial Services, Series 6, IRAs, Wealth Accumulation, Whole Life, Portfolio Management, Series 7, Income Protection
Education
The American College 2008 — 2014
LUTCF, CASL
University of Toledo 1984 — 1985
Electrical Engineering
MetLife June 2005 - Present
AQM April 2000 - August 2005
PSEG March 1996 - January 2000
United States Air Force January 1986 - September 1990
Skills
Securities, Group Benefits, Investments, Retirement Planning, Mutual Funds, Small Business, Wealth Management..., Business Succession..., Estate Conservation..., Long Term Care Insurance, Disability Income..., Payout..., Health Insurance, Fixed and Variable..., Wealth Accumulation..., Asset Allocation..., Life Insurance, Estate Planning, Strategic Financial..., Insurance, Retirement, Asset Allocation, Disability Insurance, Business, Fixed Annuities, Employee Benefits, 401k, Financial Advisory, Wealth Management, Term Life Insurance, Sales, Long-term Care, Wealth, Financial Services, Series 6, IRAs, Wealth Accumulation, Whole Life, Portfolio Management, Series 7, Income Protection
Education
The American College 2008 — 2014
LUTCF, CASL
University of Toledo 1984 — 1985
Electrical Engineering
John T. Holdorf, CLU ChFC's MetLife Experience June 2009 - December 2014
Job AIG
Industry Financial Services
Experience
AIG Advisor Group December 2014 - Present
MetLife June 2009 - December 2014
New England Financial July 2008 - June 2009
Mass Mutual Financial Network August 2007 - April 2008
Northwestern Mutual Financial Network May 2006 - August 2007
John Hancock Financial Services August 2004 - May 2006
Northwestern Mutual Financial Network June 2001 - August 2004
Northwestern Mutual Financial Network February 1983 - June 2001
Skills
Insurance, Employee Benefits, Life Insurance, Strategy, Investments, Leadership, Term Life Insurance, Mutual Funds, Recruiting, Management, Long Term Care Insurance, Retirement, New Business Development, Sales, Retirement Planning, Financial Services, Coaching, Sales Management, Series 63, Human Resources, Finance, Securities, Team Building, Health Insurance, Direct Sales, Microsoft Word, Series 7, Disability Insurance, Customer Service
Education
Antioch School of Divinity 2008 — 2010
Master of Divinity, Theology
The American College 1981 — 1985
CLU, ChFC, Financial Planning
The University of Connecticut 1968 — 1972
Bachelor of Arts (B.A.), Economics
AIG Advisor Group December 2014 - Present
MetLife June 2009 - December 2014
New England Financial July 2008 - June 2009
Mass Mutual Financial Network August 2007 - April 2008
Northwestern Mutual Financial Network May 2006 - August 2007
John Hancock Financial Services August 2004 - May 2006
Northwestern Mutual Financial Network June 2001 - August 2004
Northwestern Mutual Financial Network February 1983 - June 2001
Skills
Insurance, Employee Benefits, Life Insurance, Strategy, Investments, Leadership, Term Life Insurance, Mutual Funds, Recruiting, Management, Long Term Care Insurance, Retirement, New Business Development, Sales, Retirement Planning, Financial Services, Coaching, Sales Management, Series 63, Human Resources, Finance, Securities, Team Building, Health Insurance, Direct Sales, Microsoft Word, Series 7, Disability Insurance, Customer Service
Education
Antioch School of Divinity 2008 — 2010
Master of Divinity, Theology
The American College 1981 — 1985
CLU, ChFC, Financial Planning
The University of Connecticut 1968 — 1972
Bachelor of Arts (B.A.), Economics
Elizabeth Sterrett's MetLife Experience July 2007 - October 2009
Job Aviation structural mechanic third class at US Navy
Industry Military
Experience
Urban Outfitters November 2013 - January 2014
US Navy October 2009 - October 2013
MetLife July 2007 - October 2009
Skills
Security Clearance, Military, Merchandising, Military Experience, Marketing, Styling, Fitness, Retail Marketing
Education
The Art Institute of Virginia Beach 2013 — 2016
Bachelor's Degree, Fashion Merchandising
Penn State University 2005 — 2006
Marketing
Urban Outfitters November 2013 - January 2014
US Navy October 2009 - October 2013
MetLife July 2007 - October 2009
Skills
Security Clearance, Military, Merchandising, Military Experience, Marketing, Styling, Fitness, Retail Marketing
Education
The Art Institute of Virginia Beach 2013 — 2016
Bachelor's Degree, Fashion Merchandising
Penn State University 2005 — 2006
Marketing
Gene Lanzoni's MetLife Experience 2002 - 2005
Job Market Insights, Thought Leadership, Voice of the Customer at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America 2011 - Present
Prudential Financial 2005 - 2011
MetLife 2002 - 2005
MetLife 2000 - 2002
MetLife 1993 - 1999
Nassau Broadcasting 1979 - 1995
MetLife 1989 - 1992
GfK Custom Research (formerly Response Analysis Corp.) June 1985 - September 1989
RCA Records 1981 - 1984
Skills
B2B Marketing, Voice of the Customer, Competitive Intelligence, Market Research, Marketing Research, Market Intelligence, Segmentation, Competitive Analysis, Market Analysis, Analytics, Data Analysis, User Experience, Marketing Strategy, Strategy Development, Market Planning, Consumer Insights, Marketing Communications, Business Strategy, Benchmarking, Customer Insight, Financial Services, Strategy, Quantitative Research, Insurance, Leadership, Strategic Planning, Marketing, Public Speaking, Management, Team Management, Enterprise Software, CRM, Music Industry, Strategic Partnerships, Direct Marketing, Consulting, Employee Benefits
Education
The College of New Jersey 1978 — 1985
B.S.
Notre Dame High School 1974 — 1978
The Guardian Life Insurance Company of America 2011 - Present
Prudential Financial 2005 - 2011
MetLife 2002 - 2005
MetLife 2000 - 2002
MetLife 1993 - 1999
Nassau Broadcasting 1979 - 1995
MetLife 1989 - 1992
GfK Custom Research (formerly Response Analysis Corp.) June 1985 - September 1989
RCA Records 1981 - 1984
Skills
B2B Marketing, Voice of the Customer, Competitive Intelligence, Market Research, Marketing Research, Market Intelligence, Segmentation, Competitive Analysis, Market Analysis, Analytics, Data Analysis, User Experience, Marketing Strategy, Strategy Development, Market Planning, Consumer Insights, Marketing Communications, Business Strategy, Benchmarking, Customer Insight, Financial Services, Strategy, Quantitative Research, Insurance, Leadership, Strategic Planning, Marketing, Public Speaking, Management, Team Management, Enterprise Software, CRM, Music Industry, Strategic Partnerships, Direct Marketing, Consulting, Employee Benefits
Education
The College of New Jersey 1978 — 1985
B.S.
Notre Dame High School 1974 — 1978
David Schlesser,CLU,LUTCF David Schlesser,CLU,LUTCF's MetLife Experience 1992 - 1999
Job Agency Director at AIG Financial Network
Industry Financial Services
Experience
AIG Financial Network August 2014 - Present
Ohio National Financial Services December 2009 - January 2014
FUTURITY FIRST Insurance Group March 2008 - October 2009
The Guardian Life Insurance Company of America May 2006 - February 2008
Principal Financial Group March 2003 - May 2006
New York Life Insurance Company 1999 - March 2003
Metlife 1992 - 1999
Skills
Life Insurance, Disability Insurance, Variable Annuities, Qualified Retirement..., Recruiting, Insurance, Retirement, Employee Benefits, FINRA, Fixed Annuities, Investments, Long-term Care, Mutual Funds, Retirement Planning, Term Life Insurance
Education
University of Illinois at Chicago 1979 — 1981
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
The American College
AIG Financial Network August 2014 - Present
Ohio National Financial Services December 2009 - January 2014
FUTURITY FIRST Insurance Group March 2008 - October 2009
The Guardian Life Insurance Company of America May 2006 - February 2008
Principal Financial Group March 2003 - May 2006
New York Life Insurance Company 1999 - March 2003
Metlife 1992 - 1999
Skills
Life Insurance, Disability Insurance, Variable Annuities, Qualified Retirement..., Recruiting, Insurance, Retirement, Employee Benefits, FINRA, Fixed Annuities, Investments, Long-term Care, Mutual Funds, Retirement Planning, Term Life Insurance
Education
University of Illinois at Chicago 1979 — 1981
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
The American College
Anita Koo Anita Koo's MetLife Experience June 2002 - December 2008
Job District Sales Manager
Industry Retail
Experience
All About Accessories July 2009 - Present
Premier Advertising January 2009 - July 2009
MetLife June 2002 - December 2008
Skills
Multilingual, People Skills, Problem Solving, Customer Service, Reliability, Building Customer..., Enthusiast, Highly motivated..., Sales, Marketing
Education
University of Houston 2010 — 2012
Hospitality & Restaurant Management, Hospitality Administration/Management, 4.0
The American College 2004 — 2006
Chartered Financial Consultant, Finance, General
All About Accessories July 2009 - Present
Premier Advertising January 2009 - July 2009
MetLife June 2002 - December 2008
Skills
Multilingual, People Skills, Problem Solving, Customer Service, Reliability, Building Customer..., Enthusiast, Highly motivated..., Sales, Marketing
Education
University of Houston 2010 — 2012
Hospitality & Restaurant Management, Hospitality Administration/Management, 4.0
The American College 2004 — 2006
Chartered Financial Consultant, Finance, General
Jennifer Yeaton, CLF® Jennifer Yeaton, CLF®'s MetLife Experience July 2013 - Present
Job Advanced Markets Director at MetLife
Industry Financial Services
Experience
MetLife July 2013 - Present
MetLife August 2012 - July 2013
New England Financial July 2009 - August 2012
Ameriprise Financial, INC January 2008 - March 2009
Ameriprise Financial Services, Inc. October 2002 - January 2008
Carlson Wagonlit Travel April 2002 - October 2002
American Express January 2000 - December 2001
American Express January 1999 - December 1999
American Express January 1995 - December 1998
American Express January 1992 - December 1994
Skills
Leadership, Insurance, Life Insurance, Mutual Funds, Coaching, Business Planning, Management, Strategy, Recruiting, Training, Employee Training, Financial Services, Competitive Analysis, Marketing Strategy, Retirement Planning, Sales, Business Development, Marketing
Education
The American College 2012 — 2013
Chartered Leadership Fellow, Organizational Leadership
MetLife July 2013 - Present
MetLife August 2012 - July 2013
New England Financial July 2009 - August 2012
Ameriprise Financial, INC January 2008 - March 2009
Ameriprise Financial Services, Inc. October 2002 - January 2008
Carlson Wagonlit Travel April 2002 - October 2002
American Express January 2000 - December 2001
American Express January 1999 - December 1999
American Express January 1995 - December 1998
American Express January 1992 - December 1994
Skills
Leadership, Insurance, Life Insurance, Mutual Funds, Coaching, Business Planning, Management, Strategy, Recruiting, Training, Employee Training, Financial Services, Competitive Analysis, Marketing Strategy, Retirement Planning, Sales, Business Development, Marketing
Education
The American College 2012 — 2013
Chartered Leadership Fellow, Organizational Leadership
Todd Coco Todd Coco's MetLife Experience April 2014 - January 2015
Job Consumer Direct Mortgage
Industry Banking
Experience
Consumer Direct Mortgage March 2015 - Present
MetLife April 2014 - January 2015
Wyndham Capital Mortgage July 2011 - December 2013
Zenta Mortgage Services August 2010 - March 2011
Bank of America May 2009 - August 2010
EquiFirst Corp October 1999 - May 2009
First Union Home Equity Bank January 1998 - October 1999
Boy Scouts of America January 1992 - January 1998
Education
Texas Tech University
Bachelor of Science, Hotel & Restaurant Management
Consumer Direct Mortgage March 2015 - Present
MetLife April 2014 - January 2015
Wyndham Capital Mortgage July 2011 - December 2013
Zenta Mortgage Services August 2010 - March 2011
Bank of America May 2009 - August 2010
EquiFirst Corp October 1999 - May 2009
First Union Home Equity Bank January 1998 - October 1999
Boy Scouts of America January 1992 - January 1998
Education
Texas Tech University
Bachelor of Science, Hotel & Restaurant Management
Jane Rauscher Jane Rauscher's MetLife Experience July 2010 - December 2014
Job Valuations Coordinator at Invesco
Industry Real Estate
Experience
Invesco US March 2015 - Present
MetLife July 2010 - December 2014
Integra Realty Resources January 2006 - July 2010
KB Home July 2004 - January 2006
Bank of America September 2002 - July 2004
Skills
Underwriting, Valuation, Loan Servicing, Loan Documentation, Appraisals
Education
Texas Tech University - Rawls College of Business 1998 — 2002
Finance, Real Estate
Invesco US March 2015 - Present
MetLife July 2010 - December 2014
Integra Realty Resources January 2006 - July 2010
KB Home July 2004 - January 2006
Bank of America September 2002 - July 2004
Skills
Underwriting, Valuation, Loan Servicing, Loan Documentation, Appraisals
Education
Texas Tech University - Rawls College of Business 1998 — 2002
Finance, Real Estate
Shai Hematian Shai Hematian's MetLife Experience 2007 - December 2011
Job Independent Broker
Industry Financial Services
Experience
Self employed May 2013 - Present
Aegon / World Financial Group, Inc. November 2011 - May 2013
MetLife 2007 - December 2011
Yarongem January 2001 - July 2007
Skills
Disability Insurance, Employee Benefits, Term Life Insurance, Retirement Planning, Long-term Care, Universal Life, Health Insurance, Fixed Annuities, Retirement, Life Insurance, Hebrew, Life & Health Insurance..., Insurance, Long Term Care Insurance, Long Term Care, Group Health, Microsoft Excel, Financial Services, Recruiting, Obamacare, NY Health marketplace, NY Health Exchange, NY SHOP Exchange
Education
The college of Management- Academic Studies 1992 — 1996
BA, Finance
Israeli Air Force 1987 — 1990
Techinician, Avionics - Electronic Warfare
Ort Singalovski 1983 — 1987
technician, electronics
Self employed May 2013 - Present
Aegon / World Financial Group, Inc. November 2011 - May 2013
MetLife 2007 - December 2011
Yarongem January 2001 - July 2007
Skills
Disability Insurance, Employee Benefits, Term Life Insurance, Retirement Planning, Long-term Care, Universal Life, Health Insurance, Fixed Annuities, Retirement, Life Insurance, Hebrew, Life & Health Insurance..., Insurance, Long Term Care Insurance, Long Term Care, Group Health, Microsoft Excel, Financial Services, Recruiting, Obamacare, NY Health marketplace, NY Health Exchange, NY SHOP Exchange
Education
The college of Management- Academic Studies 1992 — 1996
BA, Finance
Israeli Air Force 1987 — 1990
Techinician, Avionics - Electronic Warfare
Ort Singalovski 1983 — 1987
technician, electronics
Tyrel Lacey Tyrel Lacey's MetLife Experience June 2012 - August 2013
Job Financial Planner at Mainspring Wealth Advisors
Industry Financial Services
Experience
Mainspring Wealth Advisors, an Independent Firm August 2013 - Present
MetLife June 2012 - August 2013
FK Lyn June 2009 - June 2011
Skills
Personal Financial..., Retirement Planning, Wealth Management, Risk Management, Business Succession..., College Education..., Personal Tax Planning, Asset Allocation, 401k Rollovers
Education
The American College 2013 — 2015
Certified Financial Planner Candidate : CFP
University of Tulsa 2004 — 2009
Bachelor of Business Administration (BBA), Finance
Mainspring Wealth Advisors, an Independent Firm August 2013 - Present
MetLife June 2012 - August 2013
FK Lyn June 2009 - June 2011
Skills
Personal Financial..., Retirement Planning, Wealth Management, Risk Management, Business Succession..., College Education..., Personal Tax Planning, Asset Allocation, 401k Rollovers
Education
The American College 2013 — 2015
Certified Financial Planner Candidate : CFP
University of Tulsa 2004 — 2009
Bachelor of Business Administration (BBA), Finance
Steve Wingfield's MetLife Experience January 2014 - Present
Job Sr. Sourcing Consultant MetLife
Industry Insurance
Experience
MetLife January 2014 - Present
Allstate 2011 - August 2013
Allstate 2009 - 2011
Allstate 2004 - 2008
Allstate 2000 - 2008
Allstate 1998 - 2000
Skills
Business Process..., Call Centers, Project Management, Collaboration, Process Improvement, Leadership, Global Sourcing, Business Process Design, Vendor Management, Operations Management, Property & Casualty..., Business Process, Change Management, CRM, Strategy, Cross-functional Team..., SharePoint, Sales Support, Virtual Teams, Business Strategy, Management Consulting, Customer Satisfaction, Employee Training, Consulting, Sourcing, Training, Outsourcing, Project Portfolio..., Insurance, Customer Experience, Policy, Collaborative Leadership
Education
The Citadel
Bachelor of Arts (B.A.), Modern Languages
Southeastern Baptist Theological Seminary
Master of Divinity (M.Div.), Ethics
MetLife January 2014 - Present
Allstate 2011 - August 2013
Allstate 2009 - 2011
Allstate 2004 - 2008
Allstate 2000 - 2008
Allstate 1998 - 2000
Skills
Business Process..., Call Centers, Project Management, Collaboration, Process Improvement, Leadership, Global Sourcing, Business Process Design, Vendor Management, Operations Management, Property & Casualty..., Business Process, Change Management, CRM, Strategy, Cross-functional Team..., SharePoint, Sales Support, Virtual Teams, Business Strategy, Management Consulting, Customer Satisfaction, Employee Training, Consulting, Sourcing, Training, Outsourcing, Project Portfolio..., Insurance, Customer Experience, Policy, Collaborative Leadership
Education
The Citadel
Bachelor of Arts (B.A.), Modern Languages
Southeastern Baptist Theological Seminary
Master of Divinity (M.Div.), Ethics
Edward Agnew Edward Agnew's MetLife Experience 1978 - 1987
Job VPWealth Advisory Services at Johnson Financial Group
Industry Insurance
Experience
Johnson Insurance Services, LLC. January 2003 - Present
US Bancorp Insurance Services, LLC June 1987 - January 2003
American Bankers Insurance Association 2001 - 2003
MetLife 1978 - 1987
Skills
Insurance, Disability Insurance, Life Insurance, Retirement Planning, Retirement, Wealth Management, Long-term Care, Strategic Financial..., Long Term Care Insurance, Estate Planning, 401k, Series 7, Term Life Insurance, Asset Allocation, Fixed Annuities, Mutual Funds, Employee Benefits, Financial Advisory, Health Insurance, Series 6, Investments, Financial Planning
Education
University of Wisconsin-Whitewater 1974 — 1978
BBA, Marketing
The American College
Johnson Insurance Services, LLC. January 2003 - Present
US Bancorp Insurance Services, LLC June 1987 - January 2003
American Bankers Insurance Association 2001 - 2003
MetLife 1978 - 1987
Skills
Insurance, Disability Insurance, Life Insurance, Retirement Planning, Retirement, Wealth Management, Long-term Care, Strategic Financial..., Long Term Care Insurance, Estate Planning, 401k, Series 7, Term Life Insurance, Asset Allocation, Fixed Annuities, Mutual Funds, Employee Benefits, Financial Advisory, Health Insurance, Series 6, Investments, Financial Planning
Education
University of Wisconsin-Whitewater 1974 — 1978
BBA, Marketing
The American College
Troy D Roddy, LUTCF's MetLife Experience March 1995 - May 2001
Job Owner, Regional Sales Manager at American Senior Benefits
Industry Insurance
Experience
American Senior Benefits September 2015 - Present
The Heartland Group, Penn Mutual February 2015 - September 2015
Transamerica Agency Network, Transamerica Financial Advisors June 2012 - January 2015
Independent General Agent November 2011 - May 2012
Western & Southern Financial Group March 2006 - November 2011
Foresters 2001 - 2004
MetLife March 1995 - May 2001
Skills
Long Term Care, IRA's, Term Life Insurance, Retirement Income..., Wealth Accumulation, Wealth Transfer, Wealth Preservation, Whole Life, Long-term Care, Wealth, Life Insurance, Universal Life, Retirement Planning, Fixed Annuities, Wealth Management..., Insurance, 401k, Estate Planning, Retirement, IRAs, Series 6, Critical Illness, Long Term Care Insurance, Financial Services, Mutual Funds, Health Insurance, Employee Benefits, Recruiting, Financial Planners, Strategic Financial..., Accident, Series 63
Education
The American College
American Senior Benefits September 2015 - Present
The Heartland Group, Penn Mutual February 2015 - September 2015
Transamerica Agency Network, Transamerica Financial Advisors June 2012 - January 2015
Independent General Agent November 2011 - May 2012
Western & Southern Financial Group March 2006 - November 2011
Foresters 2001 - 2004
MetLife March 1995 - May 2001
Skills
Long Term Care, IRA's, Term Life Insurance, Retirement Income..., Wealth Accumulation, Wealth Transfer, Wealth Preservation, Whole Life, Long-term Care, Wealth, Life Insurance, Universal Life, Retirement Planning, Fixed Annuities, Wealth Management..., Insurance, 401k, Estate Planning, Retirement, IRAs, Series 6, Critical Illness, Long Term Care Insurance, Financial Services, Mutual Funds, Health Insurance, Employee Benefits, Recruiting, Financial Planners, Strategic Financial..., Accident, Series 63
Education
The American College
Richard Beckey Richard Beckey's MetLife Experience June 1988 - October 2010
Job
Industry Financial Services
Experience
Cambridge Investment Research, Inc. September 2014 - Present
Goodwin Financial Services September 2014 - Present
Waddell & Reed April 2012 - August 2014
New York Life Insurance Company October 2010 - March 2012
MetLife June 1988 - October 2010
New York Life Insurance Company December 1984 - June 1988
New York Life Insurance Company June 1981 - December 1984
Fort Lupton School District August 1980 - June 1981
Poudre School District August 1978 - June 1980
Twin Rivers High School August 1976 - June 1978
Skills
Financial Planning, Estate Planning, Insurance, Sales, Leadership, Investments, Financial Advisory, Financial Services, Wealth Management, Strategic Financial..., Financial Analysis, Business Planning, Small Business, Long Term Care Insurance, Securities
Education
The American College 1984 — 1990
Chartered Financial Consultant, Financial Planning and Services
The American College 1984 — 1989
Chartered Life Underwriter, Insurance
Western Michigan University 1972 — 1976
Bachelor's degree, Education
Lakeview High School
Cambridge Investment Research, Inc. September 2014 - Present
Goodwin Financial Services September 2014 - Present
Waddell & Reed April 2012 - August 2014
New York Life Insurance Company October 2010 - March 2012
MetLife June 1988 - October 2010
New York Life Insurance Company December 1984 - June 1988
New York Life Insurance Company June 1981 - December 1984
Fort Lupton School District August 1980 - June 1981
Poudre School District August 1978 - June 1980
Twin Rivers High School August 1976 - June 1978
Skills
Financial Planning, Estate Planning, Insurance, Sales, Leadership, Investments, Financial Advisory, Financial Services, Wealth Management, Strategic Financial..., Financial Analysis, Business Planning, Small Business, Long Term Care Insurance, Securities
Education
The American College 1984 — 1990
Chartered Financial Consultant, Financial Planning and Services
The American College 1984 — 1989
Chartered Life Underwriter, Insurance
Western Michigan University 1972 — 1976
Bachelor's degree, Education
Lakeview High School
David Hicok, ChFC David Hicok, ChFC's MetLife Experience August 2011 - May 2013
Job Our mission is to assist our clients in identifying and achieving their financial goals.
Industry Financial Services
Experience
Hicok Financial Solutions May 2013 - Present
Financial Planning Association of San Gabriel Valley January 2014 - Present
MetLife August 2011 - May 2013
Sagemark Consulting September 2002 - April 2011
Laguna Beach Chamber of Commerce January 2005 - December 2010
AXA Advisors December 1999 - September 2002
Skills
Business Planning, WealthManagement, Wealth Transfer, Estate Planning, Succession Planning, Asset Management, Retirement Plans, Defined Benefit, Retirement Income..., Stock Options Strategies, Wealth Management, Retirement Planning, Insurance, Asset Managment, Wealth, Investments, Retirement, Stocks, Strategy, High Net Worth..., Finance, Risk Management, Fixed Annuities, Financial Services, Financial Planners, Strategic Financial..., Small Business, Employee Benefits, Investment Management, Personal Finance, IRAs, 401k, Life Insurance, Management, Strategic Planning, Disability Insurance
Education
University of Redlands 2011 — 2013
Bachelor of Science, Business
The American College 2008 — 2011
ChFC, Chartered Financial Consultant
State University of New York at Albany 1981 — 1983
Bachelor of Science, Business
Hicok Financial Solutions May 2013 - Present
Financial Planning Association of San Gabriel Valley January 2014 - Present
MetLife August 2011 - May 2013
Sagemark Consulting September 2002 - April 2011
Laguna Beach Chamber of Commerce January 2005 - December 2010
AXA Advisors December 1999 - September 2002
Skills
Business Planning, WealthManagement, Wealth Transfer, Estate Planning, Succession Planning, Asset Management, Retirement Plans, Defined Benefit, Retirement Income..., Stock Options Strategies, Wealth Management, Retirement Planning, Insurance, Asset Managment, Wealth, Investments, Retirement, Stocks, Strategy, High Net Worth..., Finance, Risk Management, Fixed Annuities, Financial Services, Financial Planners, Strategic Financial..., Small Business, Employee Benefits, Investment Management, Personal Finance, IRAs, 401k, Life Insurance, Management, Strategic Planning, Disability Insurance
Education
University of Redlands 2011 — 2013
Bachelor of Science, Business
The American College 2008 — 2011
ChFC, Chartered Financial Consultant
State University of New York at Albany 1981 — 1983
Bachelor of Science, Business
Daryl Graham, CFP, ChFC, CLU Daryl Graham, CFP, ChFC, CLU's MetLife Experience July 1996 - February 2006
Job Retirement Planning Specialist
Industry Financial Services
Experience
Triad Advisors 2006 - Present
FINANCIAL IMPROVEMENT TECHNIQUES, LLC (FIT) June 1996 - Present
MetLife July 1996 - February 2006
Prudential Financial January 1989 - July 1996
Skills
Retirement Planning, Investment Advisory, Securities, Strategic Financial..., Insurance, Mutual Funds, Financial Planners, Retirement, Investments, Financial Planning, 401k, Financial Advisory, Tax, Small Business, Wealth, Life Insurance, Finance, Long-term Care, Financial Services, Management
Education
The American College 1988 — 1991
Chartered Financial Consultant, Chartered Life Underwriter, Investments and Securities, Life Insurance & Annuities
University of Central Florida - College of Business Administration 1969 — 1973
Bachelor of Science (B.S.), Accounting and Business/Management
Triad Advisors 2006 - Present
FINANCIAL IMPROVEMENT TECHNIQUES, LLC (FIT) June 1996 - Present
MetLife July 1996 - February 2006
Prudential Financial January 1989 - July 1996
Skills
Retirement Planning, Investment Advisory, Securities, Strategic Financial..., Insurance, Mutual Funds, Financial Planners, Retirement, Investments, Financial Planning, 401k, Financial Advisory, Tax, Small Business, Wealth, Life Insurance, Finance, Long-term Care, Financial Services, Management
Education
The American College 1988 — 1991
Chartered Financial Consultant, Chartered Life Underwriter, Investments and Securities, Life Insurance & Annuities
University of Central Florida - College of Business Administration 1969 — 1973
Bachelor of Science (B.S.), Accounting and Business/Management
Maqsood Mamawala, MBA, CLU, ChFC's MetLife Experience May 2001 - May 2002
Job Strategic Planner & Performance Consultant
Industry Financial Services
Experience
Mass Mutual September 2009 - June 2015
Mass Mutual July 2008 - August 2009
Mass Mutual June 2002 - June 2008
LVSC 2003 - 2006
LVSC 2003 - 2006
MetLife May 2001 - May 2002
MetLife March 1999 - April 2001
Skills
Management, Leadership, Recruiting, Strategy, Training, Marketing, Sales, Insurance, Financial Services, Sales Management, Coaching, Life Insurance, Fixed Annuities, Retirement Planning, Retirement, Disability Insurance, Employee Benefits, Financial Planning, Customer Retention, Analysis, Operations Management, Integration, Series 7, Relationship Management, Mutual Funds, Casualty, Investments, Long-term Care, Wealth Management, 401k, Finance, Term Life Insurance, Estate Planning, Risk Management, Securities, Health Insurance
Education
The American College 1989 — 2001
CLU, ChFC, Insurance and Fianancial Services
University of Wisconsin-Whitewater 1979 — 1981
MBA, International Marketing
Center for Creative Leadership
Mass Mutual September 2009 - June 2015
Mass Mutual July 2008 - August 2009
Mass Mutual June 2002 - June 2008
LVSC 2003 - 2006
LVSC 2003 - 2006
MetLife May 2001 - May 2002
MetLife March 1999 - April 2001
Skills
Management, Leadership, Recruiting, Strategy, Training, Marketing, Sales, Insurance, Financial Services, Sales Management, Coaching, Life Insurance, Fixed Annuities, Retirement Planning, Retirement, Disability Insurance, Employee Benefits, Financial Planning, Customer Retention, Analysis, Operations Management, Integration, Series 7, Relationship Management, Mutual Funds, Casualty, Investments, Long-term Care, Wealth Management, 401k, Finance, Term Life Insurance, Estate Planning, Risk Management, Securities, Health Insurance
Education
The American College 1989 — 2001
CLU, ChFC, Insurance and Fianancial Services
University of Wisconsin-Whitewater 1979 — 1981
MBA, International Marketing
Center for Creative Leadership
Jim Gavin LUTCF Jim Gavin LUTCF's MetLife Experience September 1999 - May 2003
Job General Securities Principal at National Independent Broker Dealer
Industry Financial Services
Experience
National Independent Broker Dealer June 2010 - Present
Bankers Life April 2009 - Present
Waddell & Reed October 2005 - April 2009
MassMutual June 2003 - September 2005
Metlife September 1999 - May 2003
Prudential August 1993 - August 1999
Skills
Retirement Planning, Fixed Annuities, Insurance, Mutual Funds, Investments, Retirement, Life Insurance, Portfolio Management, Financial Advisory, Health Insurance, Estate Planning, Property & Casualty...
Education
American College 1993 — 1997
LUTCF, Business and Estate Planning
National Independent Broker Dealer June 2010 - Present
Bankers Life April 2009 - Present
Waddell & Reed October 2005 - April 2009
MassMutual June 2003 - September 2005
Metlife September 1999 - May 2003
Prudential August 1993 - August 1999
Skills
Retirement Planning, Fixed Annuities, Insurance, Mutual Funds, Investments, Retirement, Life Insurance, Portfolio Management, Financial Advisory, Health Insurance, Estate Planning, Property & Casualty...
Education
American College 1993 — 1997
LUTCF, Business and Estate Planning
Dewaan Singh Dewaan Singh's MetLife Experience May 1988 - August 2013
Job Financial Services Professional at MassMutual Greater Long Island
Industry Financial Services
Experience
MassMutual Greater Long Island August 2013 - Present
MetLife May 1988 - August 2013
Skills
Investments, Financial Analysis, Insurance, Business Networking, Retirement, Financial Services, Life Insurance
Education
The American College
LUTCF
MassMutual Greater Long Island August 2013 - Present
MetLife May 1988 - August 2013
Skills
Investments, Financial Analysis, Insurance, Business Networking, Retirement, Financial Services, Life Insurance
Education
The American College
LUTCF
Jacqueline Liang Jacqueline Liang's MetLife Experience June 2012 - August 2012
Job Client Services Analyst at Shareablee, Inc
Industry Marketing and Advertising
Experience
Shareablee, Inc February 2015 - Present
Shareablee, Inc September 2014 - February 2015
The College of New Jersey October 2012 - May 2014
Delta Sigma Pi - Mu Omega Chapter August 2013 - January 2014
TerraCycle June 2013 - August 2013
MetLife June 2012 - August 2012
Education
The College of New Jersey 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance
Paramus High School 2006 — 2010
Shareablee, Inc February 2015 - Present
Shareablee, Inc September 2014 - February 2015
The College of New Jersey October 2012 - May 2014
Delta Sigma Pi - Mu Omega Chapter August 2013 - January 2014
TerraCycle June 2013 - August 2013
MetLife June 2012 - August 2012
Education
The College of New Jersey 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance
Paramus High School 2006 — 2010
Russell Fields Russell Fields's MetLife Experience June 2002 - March 2003
Job Risk | Technology | Healthcare | Finance | Management & Consulting
Industry Insurance
Experience
Healthesystems May 2011 - May 2014
Healthesystems July 2009 - May 2011
Healthesystems March 2009 - July 2009
CS STARS May 2003 - March 2009
MetLife June 2002 - March 2003
MetLife April 2001 - June 2002
Prudential Financial October 1998 - May 1999
Skills
Vendor Management, Process Improvement, Insurance, Business Analysis, SharePoint, Account Management, Financial Analysis, Project Management, Financial Services, Forecasting, Healthcare, Managed Care, Product Management, Risk Management, Management, Business Process, Product Development, Business Process...
Education
Texas Tech University 1999 — 2000
Master of Business Administration (MBA), Finance, General
Texas Tech University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Economics
Healthesystems May 2011 - May 2014
Healthesystems July 2009 - May 2011
Healthesystems March 2009 - July 2009
CS STARS May 2003 - March 2009
MetLife June 2002 - March 2003
MetLife April 2001 - June 2002
Prudential Financial October 1998 - May 1999
Skills
Vendor Management, Process Improvement, Insurance, Business Analysis, SharePoint, Account Management, Financial Analysis, Project Management, Financial Services, Forecasting, Healthcare, Managed Care, Product Management, Risk Management, Management, Business Process, Product Development, Business Process...
Education
Texas Tech University 1999 — 2000
Master of Business Administration (MBA), Finance, General
Texas Tech University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Economics
Bilal Pekdemir, Lutcf's MetLife Experience October 2010 - January 2014
Job FARMERS AGENT at Farmers Insurance Group of Companies
Industry Insurance
Experience
Farmers Insurance Group of Companies March 2013 - Present
Farmers Insurance March 2013 - Present
MetLife October 2010 - January 2014
Monumental Life Insurance June 1996 - April 2008
Skills
Property & Casualty..., Life Insurance, Term Life Insurance, Commercial Insurance, Umbrella Insurance, General Insurance, Insurance, Health Insurance, Casualty, Disability Insurance, Homeowners, Fixed Annuities, Whole Life, Liability, Legal Liability, Commercial Lines, Universal Life, Workers Compensation
Education
The American College 1998 — 2002
LUTCF, Insurance, 3.75
Cambridge School 1989 — 1990
Lutcf, English Language and Literature/Letters
Farmers Insurance Group of Companies March 2013 - Present
Farmers Insurance March 2013 - Present
MetLife October 2010 - January 2014
Monumental Life Insurance June 1996 - April 2008
Skills
Property & Casualty..., Life Insurance, Term Life Insurance, Commercial Insurance, Umbrella Insurance, General Insurance, Insurance, Health Insurance, Casualty, Disability Insurance, Homeowners, Fixed Annuities, Whole Life, Liability, Legal Liability, Commercial Lines, Universal Life, Workers Compensation
Education
The American College 1998 — 2002
LUTCF, Insurance, 3.75
Cambridge School 1989 — 1990
Lutcf, English Language and Literature/Letters
Jeffrey R. Salm, CLU, ChFC's MetLife Experience 2007 - 2013
Job Director of Operations | AIG Financial Network
Industry Financial Services
Experience
AIG Financial Network 2014 - Present
Allstate 2013 - 2014
MetLife 2007 - 2013
Solenture, Inc. 2005 - 2006
Solenture, Inc. 1999 - 2005
Company - Position 1980 - 1999
Skills
Strategic Financial..., Insurance, Risk Management, Financial Analysis, Investments, Process Improvement, Mutual Funds, Financial Services, Banking, Financial Risk, Budgets, Leadership, Accounting, Financial Reporting, Operations Management, Employee Benefits, Finance, Sales, Sales Management, Retirement Planning, Mergers & Acquisitions, Asset Management, Securities, Wealth Management, Life Insurance, Financial Planning
Education
The Pennsylvania State University
Master of Business Administration (MBA), Finance
The Pennsylvania State University
Bachelor of Science (BS), Accounting
The American College
Master of Science in Financial Services (MSFS), Financial Planning
AIG Financial Network 2014 - Present
Allstate 2013 - 2014
MetLife 2007 - 2013
Solenture, Inc. 2005 - 2006
Solenture, Inc. 1999 - 2005
Company - Position 1980 - 1999
Skills
Strategic Financial..., Insurance, Risk Management, Financial Analysis, Investments, Process Improvement, Mutual Funds, Financial Services, Banking, Financial Risk, Budgets, Leadership, Accounting, Financial Reporting, Operations Management, Employee Benefits, Finance, Sales, Sales Management, Retirement Planning, Mergers & Acquisitions, Asset Management, Securities, Wealth Management, Life Insurance, Financial Planning
Education
The Pennsylvania State University
Master of Business Administration (MBA), Finance
The Pennsylvania State University
Bachelor of Science (BS), Accounting
The American College
Master of Science in Financial Services (MSFS), Financial Planning
Matthew K. Whitson Matthew K. Whitson's MetLife Experience September 1996 - Present
Job Financial Services Representative / Investment Advisor Representative at MetLife
Industry Financial Services
Experience
MetLife September 1996 - Present
Education
The American College 2003 — 2003
Chartered Financial Consultant (ChFC®) Designation
MetLife September 1996 - Present
Education
The American College 2003 — 2003
Chartered Financial Consultant (ChFC®) Designation
Frank B. Miller, Jr. CLU, ChFC's MetLife Experience January 2008 - September 2011
Job Consultant
Industry Financial Services
Experience
Kforce Inc August 2014 - Present
Wells Fargo Advisors October 2013 - February 2014
Prudential Financial September 2011 - July 2013
MetLife January 2008 - September 2011
Skills
FINRA Licenses - 4, 6,..., NJ State Life & Health, Retirement, Retirement Planning, Disability Insurance, Insurance, Fixed Annuities, Long-term Care, Succession Planning, Employee Benefits, Leadership Development, Life Insurance, 401k, Term Life Insurance, Coaching, Estate Planning, Health Insurance, Financial Services, IRAs, Strategic Planning, Investments, Executive Coaching, Wealth, Financial Advisory
Education
The American College 2011 — 2012
CLU, ChFC
Saint Mary's College of Maryland 1986 — 1990
Bachelor of Arts (B.A.), Counseling Psychology
Kforce Inc August 2014 - Present
Wells Fargo Advisors October 2013 - February 2014
Prudential Financial September 2011 - July 2013
MetLife January 2008 - September 2011
Skills
FINRA Licenses - 4, 6,..., NJ State Life & Health, Retirement, Retirement Planning, Disability Insurance, Insurance, Fixed Annuities, Long-term Care, Succession Planning, Employee Benefits, Leadership Development, Life Insurance, 401k, Term Life Insurance, Coaching, Estate Planning, Health Insurance, Financial Services, IRAs, Strategic Planning, Investments, Executive Coaching, Wealth, Financial Advisory
Education
The American College 2011 — 2012
CLU, ChFC
Saint Mary's College of Maryland 1986 — 1990
Bachelor of Arts (B.A.), Counseling Psychology
Elaine Saunders Elaine Saunders's MetLife Experience January 1986 - January 1996
Job Owner, Dynamic Introductions
Industry Consumer Services
Experience
Dynamic Introductions September 2007 - Present
Great Expectations December 1997 - March 2008
MetLife January 1986 - January 1996
Skills
Matchmaker, Dating Coach, Matchmaking, Sales, Coaching, Small Business, Sales Management, Lead Generation, Marketing, Cold Calling, Team Building, New Business Development, Account Management, Call Center, General Insurance, Customer Retention, Customer Service, National Sales Training, Management, Banking, Call Centers, Customer Satisfaction
Education
The American College
The College of Insurance
Dynamic Introductions September 2007 - Present
Great Expectations December 1997 - March 2008
MetLife January 1986 - January 1996
Skills
Matchmaker, Dating Coach, Matchmaking, Sales, Coaching, Small Business, Sales Management, Lead Generation, Marketing, Cold Calling, Team Building, New Business Development, Account Management, Call Center, General Insurance, Customer Retention, Customer Service, National Sales Training, Management, Banking, Call Centers, Customer Satisfaction
Education
The American College
The College of Insurance
Gordon Gillespie Gordon Gillespie's MetLife Experience May 2001 - July 2006
Job Owner, Allstate/ Gillespie Financial Services
Industry Insurance
Experience
Allstate/ Gillespie Financial Services March 2005 - Present
MetLife May 2001 - July 2006
Walt Disney World October 1999 - May 2001
Skills
Insurance, Finance, Term Life Insurance, Life Insurance, Commercial Insurance, Property & Casualty..., Accounting, Sales, Disability Insurance, Umbrella Insurance
Education
The American College 2000 — 2004
Fellowship, Life Underwriting & Financial Advisor
Allstate/ Gillespie Financial Services March 2005 - Present
MetLife May 2001 - July 2006
Walt Disney World October 1999 - May 2001
Skills
Insurance, Finance, Term Life Insurance, Life Insurance, Commercial Insurance, Property & Casualty..., Accounting, Sales, Disability Insurance, Umbrella Insurance
Education
The American College 2000 — 2004
Fellowship, Life Underwriting & Financial Advisor
Shari L. Anders Shari L. Anders's MetLife Experience January 1998 - August 2002
Job Account Director, Client Solutions at Meritain Health
Industry Health, Wellness and Fitness
Experience
BlueCross BlueShield of GA. November 2008 - January 2011
UnitedHealthcare February 2007 - August 2008
Delta Dental January 2005 - February 2007
AvMed Health Plans August 2002 - January 2005
MetLife January 1998 - August 2002
Humana December 1996 - September 1997
Skills
Employee Benefits, Health Savings Accounts, Self-funded, Disability Insurance, Managed Care, New Business Development, Strategic Planning, Underwriting, Sales Management, Employee Wellness..., Sales Presentations, Renewals, Salesforce.com, Change Management, Performance Management, Direct Sales, Data Analysis, Talent Management, Key Account Management, Presentation Development, Needs Analysis, Financial Reporting, Performance Improvement, Performance Appraisal, Building High..., Customer Profitability, Profitable Growth, Collaborative Problem..., Mentoring Of Staff, Presentation Coaching, Start-up Ventures, Negotiating Contracts, Customer Negotiations, Pricing Negotiation, National Account..., Consultative Selling, Underwriting Analysis, Client Retention, Group Presentations, Customer Presentations, Board Presentations, Presentation Preparation, Data Presentation, Territory Planning, Territory Analysis, National Account Sales, Group Benefits, Healthcare Consumerism, Health Reimbursement..., Webinars
Education
Texas Tech University 1976 — 1980
B.S., Major: Fashion Merchandising, Minor: Marketing
BlueCross BlueShield of GA. November 2008 - January 2011
UnitedHealthcare February 2007 - August 2008
Delta Dental January 2005 - February 2007
AvMed Health Plans August 2002 - January 2005
MetLife January 1998 - August 2002
Humana December 1996 - September 1997
Skills
Employee Benefits, Health Savings Accounts, Self-funded, Disability Insurance, Managed Care, New Business Development, Strategic Planning, Underwriting, Sales Management, Employee Wellness..., Sales Presentations, Renewals, Salesforce.com, Change Management, Performance Management, Direct Sales, Data Analysis, Talent Management, Key Account Management, Presentation Development, Needs Analysis, Financial Reporting, Performance Improvement, Performance Appraisal, Building High..., Customer Profitability, Profitable Growth, Collaborative Problem..., Mentoring Of Staff, Presentation Coaching, Start-up Ventures, Negotiating Contracts, Customer Negotiations, Pricing Negotiation, National Account..., Consultative Selling, Underwriting Analysis, Client Retention, Group Presentations, Customer Presentations, Board Presentations, Presentation Preparation, Data Presentation, Territory Planning, Territory Analysis, National Account Sales, Group Benefits, Healthcare Consumerism, Health Reimbursement..., Webinars
Education
Texas Tech University 1976 — 1980
B.S., Major: Fashion Merchandising, Minor: Marketing
Don Lambert Don Lambert's MetLife Experience January 2000 - January 2004
Job Retired Owner, Donald Lambert Insurance Services
Industry Financial Services
Experience
Donald Lambert Insurance Services July 2015 - Present
MetLife January 2000 - January 2004
General American Life February 1975 - January 2004
Education
LIMRA Leadership Institute 1987 — 1991
LLIF, LIMRA Ledership Institute Fellow
The American College 1979 — 1982
ChFC, Chartered Financial Consultant
The American College 1976 — 1978
CLU, Chartered Life Underwriter
Wayne State University 1969 — 1971
B.S., Business
Macomb College 1967 — 1969
Assoc. Arts, Liberal Arts
Donald Lambert Insurance Services July 2015 - Present
MetLife January 2000 - January 2004
General American Life February 1975 - January 2004
Education
LIMRA Leadership Institute 1987 — 1991
LLIF, LIMRA Ledership Institute Fellow
The American College 1979 — 1982
ChFC, Chartered Financial Consultant
The American College 1976 — 1978
CLU, Chartered Life Underwriter
Wayne State University 1969 — 1971
B.S., Business
Macomb College 1967 — 1969
Assoc. Arts, Liberal Arts
Garry Voith, CLU, LLIF Garry Voith, CLU, LLIF's MetLife Experience 1978 - 1993
Job
Industry Insurance
Experience
The Baltimore Life Companies September 2007 - Present
The Baltimore Life Companies January 2006 - September 2007
The Baltimore Life Companies 1999 - 2006
The Baltimore Life Companies September 1996 - 1999
Acordia of Louisville & Alternative Health (HMO-Blue Cross Blue Shield) 1994 - 1996
MetLife 1978 - 1993
Towson University September 1974 - May 1978
Skills
Public Relations, Strategic Planning, Marketing Communications, Media Relations, Social Media, Copywriting, Public Speaking, Non-profits, Strategic Communications, Social Media Marketing, Advertising, Marketing, Training, Sales, Account Management, Market Research, Email Marketing, Leadership, Life Insurance, Insurance, Strategy, Marketing Strategy, Small Business, Fixed Annuities, Team Building, Lead Generation, Health Insurance, Term Life Insurance, Disability Insurance, New Business Development, Retirement, Long-term Care, Brokers, Employee Benefits
Education
Towson University 1974 — 1978
BS, Mass Communications
Glen Burnie High School 1971 — 1974
The American College
CLU
University of Pennsylvania - The Wharton School
LLIF
The Baltimore Life Companies September 2007 - Present
The Baltimore Life Companies January 2006 - September 2007
The Baltimore Life Companies 1999 - 2006
The Baltimore Life Companies September 1996 - 1999
Acordia of Louisville & Alternative Health (HMO-Blue Cross Blue Shield) 1994 - 1996
MetLife 1978 - 1993
Towson University September 1974 - May 1978
Skills
Public Relations, Strategic Planning, Marketing Communications, Media Relations, Social Media, Copywriting, Public Speaking, Non-profits, Strategic Communications, Social Media Marketing, Advertising, Marketing, Training, Sales, Account Management, Market Research, Email Marketing, Leadership, Life Insurance, Insurance, Strategy, Marketing Strategy, Small Business, Fixed Annuities, Team Building, Lead Generation, Health Insurance, Term Life Insurance, Disability Insurance, New Business Development, Retirement, Long-term Care, Brokers, Employee Benefits
Education
Towson University 1974 — 1978
BS, Mass Communications
Glen Burnie High School 1971 — 1974
The American College
CLU
University of Pennsylvania - The Wharton School
LLIF
Bart Whitehouse's MetLife Experience August 2013 - Present
Job Internal Wholesaler at MetLife
Industry Wholesale
Experience
MetLife August 2013 - Present
n/a July 2007 - July 2013
Kos Pharmaceuticals July 2003 - July 2007
Schering Plough August 2000 - July 2003
Senior Case Manager April 1997 - August 2000
Claims Representative December 1995 - April 1997
Liberty Mutual Insurance May 1993 - December 1995
Skills
Cardiology, Endocrinology, Selling, Sales Operations, Strategic Planning, Training, Marketing, Account Management, Sales Process, Selling Skills, Marketing Strategy, Sales, Financial Planning, Retirement Planning, Investments, Presentation Skills
Education
University of Louisville 1987 — 1991
BSBA, Finance
University of Louisville
BSBA, Finance
The American College
Certified Financial Planner
MetLife August 2013 - Present
n/a July 2007 - July 2013
Kos Pharmaceuticals July 2003 - July 2007
Schering Plough August 2000 - July 2003
Senior Case Manager April 1997 - August 2000
Claims Representative December 1995 - April 1997
Liberty Mutual Insurance May 1993 - December 1995
Skills
Cardiology, Endocrinology, Selling, Sales Operations, Strategic Planning, Training, Marketing, Account Management, Sales Process, Selling Skills, Marketing Strategy, Sales, Financial Planning, Retirement Planning, Investments, Presentation Skills
Education
University of Louisville 1987 — 1991
BSBA, Finance
University of Louisville
BSBA, Finance
The American College
Certified Financial Planner
Eric Vanstory Eric Vanstory's MetLife Experience January 2009 - April 2012
Job Financial Consultant | Quality/Process Managment | Project Management
Industry Financial Services
Experience
TIAA-CREF April 2012 - Present
MetLife January 2009 - April 2012
MetLife August 2007 - April 2012
Nortel January 1994 - December 2006
BNR/Northern Telecom May 1988 - December 1994
Skills
Management, Integration, Series 7, Unix, Software Development, Project Planning, Series 6, Series 63, Process Improvement, Program Management, Project Management, Consulting, Cross-functional Team..., Telecommunications
Education
Texas Tech University - Rawls College of Business 1988 — 1993
MBA, Management, Information Systems, Finance
Texas Tech University 1981 — 1985
Bachelor of Science, Human Sciences
TIAA-CREF April 2012 - Present
MetLife January 2009 - April 2012
MetLife August 2007 - April 2012
Nortel January 1994 - December 2006
BNR/Northern Telecom May 1988 - December 1994
Skills
Management, Integration, Series 7, Unix, Software Development, Project Planning, Series 6, Series 63, Process Improvement, Program Management, Project Management, Consulting, Cross-functional Team..., Telecommunications
Education
Texas Tech University - Rawls College of Business 1988 — 1993
MBA, Management, Information Systems, Finance
Texas Tech University 1981 — 1985
Bachelor of Science, Human Sciences
Darrin Mesick, LUTCF Darrin Mesick, LUTCF's MetLife Experience 2001 - 2007
Job Financial Advisor at PNC
Industry Professional Training & Coaching
Experience
PNC July 2009 - Present
Sziklai Associates January 2009 - Present
Prudential Financial August 2007 - December 2008
MetLife 2001 - 2007
Prudential Financial 1987 - 1999
Skills
Training, Leadership, Recruiting, Strategy, Strategic Planning, Program Management, Budgets, Coaching, Management, Project Management, Consulting, Team Building, Human Resources, Sales
Education
The American College 1990 — 1996
Designation, Life Underwriter Training Council Fellow (LUTCF), ChFC (Charterd Financial Consultant)
University of Pittsburgh
BS, Mathematics, Computer Science, Chemistry
PNC July 2009 - Present
Sziklai Associates January 2009 - Present
Prudential Financial August 2007 - December 2008
MetLife 2001 - 2007
Prudential Financial 1987 - 1999
Skills
Training, Leadership, Recruiting, Strategy, Strategic Planning, Program Management, Budgets, Coaching, Management, Project Management, Consulting, Team Building, Human Resources, Sales
Education
The American College 1990 — 1996
Designation, Life Underwriter Training Council Fellow (LUTCF), ChFC (Charterd Financial Consultant)
University of Pittsburgh
BS, Mathematics, Computer Science, Chemistry
Bruce L. Champion, ChFC® Bruce L. Champion, ChFC®'s MetLife Experience 2002 - Present
Job Financial Advisor, Investment Advisor, Financial Services Representative at MetLife 813.393.3596
Industry Financial Services
Experience
MetLife 2002 - Present
Bankers Insurance Service 1998 - 2001
CNL Financial Group 1996 - 1998
Associates 1994 - 1996
American Bankers Insurance Group 1990 - 1994
Avco/Balboa Insurance Group 1986 - 1990
Skills
IRA..., Asset Allocation..., Term, Whole, and..., Fixed and Variable..., Mutual Funds, Stocks,..., Lump Sum Pension..., Mortgage protection..., Education Funding..., Charitable & Estate..., Managed Accounts, Securities, Retirement Planning
Education
The American College
Chartered Financial Consultant
University of Wisconsin-Madison
Bachelor's Degree, BS – Education
MetLife 2002 - Present
Bankers Insurance Service 1998 - 2001
CNL Financial Group 1996 - 1998
Associates 1994 - 1996
American Bankers Insurance Group 1990 - 1994
Avco/Balboa Insurance Group 1986 - 1990
Skills
IRA..., Asset Allocation..., Term, Whole, and..., Fixed and Variable..., Mutual Funds, Stocks,..., Lump Sum Pension..., Mortgage protection..., Education Funding..., Charitable & Estate..., Managed Accounts, Securities, Retirement Planning
Education
The American College
Chartered Financial Consultant
University of Wisconsin-Madison
Bachelor's Degree, BS – Education
Jeffrey J Loiselle's MetLife Experience November 1993 - Present
Job Financial Advisor / Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife November 1993 - Present
Skills
Securities, Financial Services, Insurance, Finance, FINRA, Fixed Annuities, Life Insurance, Retirement, Term Life Insurance, Retirement Planning, Disability Insurance, Mutual Funds, Long Term Care Insurance
Education
The American College 1994 — 2013
Chartered Life Underwriter, Insurance
MetLife November 1993 - Present
Skills
Securities, Financial Services, Insurance, Finance, FINRA, Fixed Annuities, Life Insurance, Retirement, Term Life Insurance, Retirement Planning, Disability Insurance, Mutual Funds, Long Term Care Insurance
Education
The American College 1994 — 2013
Chartered Life Underwriter, Insurance
Adam Hurd's MetLife Experience October 2009 - Present
Job Financial Planner at Blue Ocean Wealth Solutions; an office of MetLife
Industry Financial Services
Experience
Blue Ocean Wealth Solutions; an office of MetLife July 2015 - Present
MetLife October 2009 - Present
MetLife Securities, Inc January 2009 - Present
MetLife January 2009 - Present
North Star Mortgage March 2006 - November 2008
Skills
Insurance, Investments, Disability Insurance, Life Insurance, Executive Benefit..., Retirement Planning, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Voluntary Employee..., Variable Annuities, Group Benefit Plans, Life & Health Insurance..., Estate Conservation...
Education
The American College 2009 — 2011
NY, NJ, FL, VA, Health & Life Insurance Licenses
NY,VA Series 6 & 63 Licenses
Blue Ocean Wealth Solutions; an office of MetLife July 2015 - Present
MetLife October 2009 - Present
MetLife Securities, Inc January 2009 - Present
MetLife January 2009 - Present
North Star Mortgage March 2006 - November 2008
Skills
Insurance, Investments, Disability Insurance, Life Insurance, Executive Benefit..., Retirement Planning, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Voluntary Employee..., Variable Annuities, Group Benefit Plans, Life & Health Insurance..., Estate Conservation...
Education
The American College 2009 — 2011
NY, NJ, FL, VA, Health & Life Insurance Licenses
NY,VA Series 6 & 63 Licenses
Mike Bisesti CFA PMP Mike Bisesti CFA PMP's MetLife Experience 2010 - Present
Job Enterprise Program Manager at MetLife; Chairman of the Board at Easter Seals NJ
Industry Insurance
Experience
Easter Seals New Jersey 2013 - Present
MetLife 2010 - Present
Easter Seals New Jersey June 2011 - Present
MetLife 2008 - 2010
Merrill Lynch 2006 - 2008
Merrill Lynch 2002 - 2006
Merrill Lynch 2000 - 2002
Citigroup 1997 - 2000
Bloomberg 1995 - 1997
Skills
Vendor Management, Contract Negotiation, Process Improvement, Financial Management, Program Management, Negotiation, Budgeting, Team Building, Strategic Planning, Change Management, Outsourcing, Contract Management, Budget Management, Problem Solving, Microsoft Office, Cross-functional Team..., Team Management, Forecasting, Team Leadership, People Management, Compliance, Six Sigma, PowerPoint, Excel, PMO, Portfolio Management, SDLC, Executive Management, PMP, Resource Management, Process Engineering, Mentoring, Business Process..., Vendor Relations, Project Planning, Integration, IT Strategy, IT Management, Planning, Business Analysis, Project Portfolio..., MS Project, Business Process, Business Intelligence, Financial Analysis, Analysis, Visio, Requirements Analysis, Coaching, Business Management
Education
Villanova University 2004 — 2004
Master Certificate, Applied Project Management
The College of New Jersey 1993 — 1997
B.S., Finance
Easter Seals New Jersey 2013 - Present
MetLife 2010 - Present
Easter Seals New Jersey June 2011 - Present
MetLife 2008 - 2010
Merrill Lynch 2006 - 2008
Merrill Lynch 2002 - 2006
Merrill Lynch 2000 - 2002
Citigroup 1997 - 2000
Bloomberg 1995 - 1997
Skills
Vendor Management, Contract Negotiation, Process Improvement, Financial Management, Program Management, Negotiation, Budgeting, Team Building, Strategic Planning, Change Management, Outsourcing, Contract Management, Budget Management, Problem Solving, Microsoft Office, Cross-functional Team..., Team Management, Forecasting, Team Leadership, People Management, Compliance, Six Sigma, PowerPoint, Excel, PMO, Portfolio Management, SDLC, Executive Management, PMP, Resource Management, Process Engineering, Mentoring, Business Process..., Vendor Relations, Project Planning, Integration, IT Strategy, IT Management, Planning, Business Analysis, Project Portfolio..., MS Project, Business Process, Business Intelligence, Financial Analysis, Analysis, Visio, Requirements Analysis, Coaching, Business Management
Education
Villanova University 2004 — 2004
Master Certificate, Applied Project Management
The College of New Jersey 1993 — 1997
B.S., Finance
Ed Fuentes Ed Fuentes's MetLife Experience 1998 - 2006
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement August 2008 - Present
Lincoln Financial Group August 2007 - August 2008
Principal Financial Group June 2006 - August 2007
MetLife 1998 - 2006
Fidelity Investments 1993 - 1998
Skills
401k, Retirement Plan..., Series 6, Retirement, Retirement Planning, ERISA, Series 63, Mutual Funds, Series 7, Defined Benefit, Qualified Retirement..., Defined Contribution, Employee Benefits, Pensions, Uniform Combined State..., Asset Allocation, Fiduciary, Fixed Annuities, Series 65, FINRA, series 66, Profit Sharing
Education
Texas Tech University
Bachelor of Science (BS), Finance, General
EMPOWER Retirement August 2008 - Present
Lincoln Financial Group August 2007 - August 2008
Principal Financial Group June 2006 - August 2007
MetLife 1998 - 2006
Fidelity Investments 1993 - 1998
Skills
401k, Retirement Plan..., Series 6, Retirement, Retirement Planning, ERISA, Series 63, Mutual Funds, Series 7, Defined Benefit, Qualified Retirement..., Defined Contribution, Employee Benefits, Pensions, Uniform Combined State..., Asset Allocation, Fiduciary, Fixed Annuities, Series 65, FINRA, series 66, Profit Sharing
Education
Texas Tech University
Bachelor of Science (BS), Finance, General
Mark A. Smith, LUTCF Mark A. Smith, LUTCF's MetLife Experience November 2004 - September 2009
Job Co Owner/Insurance Agent at Smith & Peach Insurance Agency, Inc.
Industry Financial Services
Experience
Smith & Peach Insurance Agency, Inc. March 2014 - Present
Goodman Agency Inc. October 2009 - March 2014
MetLife November 2004 - September 2009
Skills
Life Insurance, Health Insurance, Fixed Annuities, Motorcycle, Boat, Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Property & Casualty..., Universal Life, Long Term Care Insurance, Whole Life, Commercial Insurance, Group Life, Permanent Life Insurance, Homeowners, Retirement, Retirement Planning, Umbrella Insurance, 401k
Education
The American College 2006 — 2008
LUTCF, Insurance
Gillespie High School 1989 — 1990
Roxana High School 1986 — 1989
Smith & Peach Insurance Agency, Inc. March 2014 - Present
Goodman Agency Inc. October 2009 - March 2014
MetLife November 2004 - September 2009
Skills
Life Insurance, Health Insurance, Fixed Annuities, Motorcycle, Boat, Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Property & Casualty..., Universal Life, Long Term Care Insurance, Whole Life, Commercial Insurance, Group Life, Permanent Life Insurance, Homeowners, Retirement, Retirement Planning, Umbrella Insurance, 401k
Education
The American College 2006 — 2008
LUTCF, Insurance
Gillespie High School 1989 — 1990
Roxana High School 1986 — 1989
David Alshay, MSFS,CFP®,ChFc®'s MetLife Experience 1992 - Present
Job Financial Services Representative, Financial Adviser at MetLife
Industry Financial Services
Experience
MetLife 1992 - Present
Education
The American College 2004 — 2005
Masters of Science in Financial Services
MetLife 1992 - Present
Education
The American College 2004 — 2005
Masters of Science in Financial Services
Brian Beeck Brian Beeck's MetLife Experience January 1996 - June 2004
Job Financial Advisor Edward Jones
Industry Investment Management
Experience
Sheboygan Falls School District 2009 - Present
Edward Jones March 2005 - Present
MetLife January 1996 - June 2004
Skills
Series 7, Series 6, Series 63
Education
The American College 1996 — 1999
LUTCF, Life Underwriting
University Wisconsin-Milwaukee
Sheboygan Falls School District 2009 - Present
Edward Jones March 2005 - Present
MetLife January 1996 - June 2004
Skills
Series 7, Series 6, Series 63
Education
The American College 1996 — 1999
LUTCF, Life Underwriting
University Wisconsin-Milwaukee
Gina Ricci Gina Ricci's MetLife Experience September 2006 - April 2011
Job Senior Recruiter at Donovan & Watkins
Industry Staffing and Recruiting
Experience
Donovan & Watkins, a BG Staffing company June 2014 - Present
SNI Financial February 2012 - May 2014
MetLife September 2006 - April 2011
Skills
Needs Analysis, Hiring, Interviewing, Talent Acquisition, Strategic Sourcing, Recruiting, Interviews, Building Relationships, Finance, Interview Preparation, New Hire Orientations, Job Fairs, Screening, Consulting, Taleo, Leadership, Employee Engagement, Recruitment Advertising, Coaching, Personnel Management, Team Building, Employer Branding, HR Consulting, Employee Training, Workforce Planning, Screening Resumes, Staff Development, Accounts Receivable, Accounts Payable, Staff Augmentation, Management, Executive Management, Candidate Generation, Corporate Recruiting, Negotiation, Job Descriptions, Client Rapport, Client Development, Background Checks, Accounting, Relationship Building, Temporary Placement, Staffing Services, Financial Analysis
Education
Texas Tech University
Bachelor's Degree, Communication Studies
Donovan & Watkins, a BG Staffing company June 2014 - Present
SNI Financial February 2012 - May 2014
MetLife September 2006 - April 2011
Skills
Needs Analysis, Hiring, Interviewing, Talent Acquisition, Strategic Sourcing, Recruiting, Interviews, Building Relationships, Finance, Interview Preparation, New Hire Orientations, Job Fairs, Screening, Consulting, Taleo, Leadership, Employee Engagement, Recruitment Advertising, Coaching, Personnel Management, Team Building, Employer Branding, HR Consulting, Employee Training, Workforce Planning, Screening Resumes, Staff Development, Accounts Receivable, Accounts Payable, Staff Augmentation, Management, Executive Management, Candidate Generation, Corporate Recruiting, Negotiation, Job Descriptions, Client Rapport, Client Development, Background Checks, Accounting, Relationship Building, Temporary Placement, Staffing Services, Financial Analysis
Education
Texas Tech University
Bachelor's Degree, Communication Studies
Rachel Zoe Krasner Rachel Zoe Krasner's MetLife Experience 2003 - 2005
Job
Industry Apparel & Fashion
Experience
Rotten Cotton Clothing LLC September 2006 - December 2008
The Guardian July 2005 - September 2007
Metlife 2003 - 2005
MetLife March 1998 - June 2003
Education
The George Washington University 1992 — 1996
Bachelor of Arts, English & Communications
The American University of Paris 1991 — 1992
French Literature
Universite de la Sorbonne 1991 — 1992
Foreign Languages, Literatures, and Linguistics
Friends Select School 1978 — 1992
High School
Rotten Cotton Clothing LLC September 2006 - December 2008
The Guardian July 2005 - September 2007
Metlife 2003 - 2005
MetLife March 1998 - June 2003
Education
The George Washington University 1992 — 1996
Bachelor of Arts, English & Communications
The American University of Paris 1991 — 1992
French Literature
Universite de la Sorbonne 1991 — 1992
Foreign Languages, Literatures, and Linguistics
Friends Select School 1978 — 1992
High School
Christine. Matuska Christine. Matuska's MetLife Experience 2015 - 2015
Job Strategic Account Manager at Pitney Bowes
Industry Consumer Services
Experience
Pitney Bowes 2007 - Present
MetLife 2015 - 2015
MetLife 2015 - 2015
Pitney Bowes 1997 - 2007
Pitney Bowes 1997 - 2007
Pitney Bowes 1987 - 1996
Skills
Selling, Solution Selling, B2B, Sales Process, Managed Print Services, Sales, CRM, Sales Operations, New Business Development, Direct Sales, Major Accounts, Strategic Partnerships, Process Improvement, Sales Presentations, Customer Retention, SaaS, Salesforce.com, Sales Force Development, Customer Service, Account Management, Team Leadership, Business Development, Software Industry, Strategic Planning, Strategy, Sales Management, Cold Calling, Key Account Management, P&L Management, Customer Satisfaction, Channel Partners, Document Imaging, Professional Services, Product Marketing, Lead Generation, Enterprise Software, Selling Skills, Competitive Analysis, Contract Negotiation, Multi-channel Marketing, Go-to-market Strategy, Cross-functional Team..., Pricing, Product Launch, Forecasting, Customer Acquisition, Direct Marketing, B2B Marketing, Market Planning, Product Management
Education
The College of New Jersey 1983 — 1987
Bachelor of Marketing, Sales and Marketing
The College of New Jersey
Bachelor's degree Business and Marketing, Minor in Psychology
Pitney Bowes 2007 - Present
MetLife 2015 - 2015
MetLife 2015 - 2015
Pitney Bowes 1997 - 2007
Pitney Bowes 1997 - 2007
Pitney Bowes 1987 - 1996
Skills
Selling, Solution Selling, B2B, Sales Process, Managed Print Services, Sales, CRM, Sales Operations, New Business Development, Direct Sales, Major Accounts, Strategic Partnerships, Process Improvement, Sales Presentations, Customer Retention, SaaS, Salesforce.com, Sales Force Development, Customer Service, Account Management, Team Leadership, Business Development, Software Industry, Strategic Planning, Strategy, Sales Management, Cold Calling, Key Account Management, P&L Management, Customer Satisfaction, Channel Partners, Document Imaging, Professional Services, Product Marketing, Lead Generation, Enterprise Software, Selling Skills, Competitive Analysis, Contract Negotiation, Multi-channel Marketing, Go-to-market Strategy, Cross-functional Team..., Pricing, Product Launch, Forecasting, Customer Acquisition, Direct Marketing, B2B Marketing, Market Planning, Product Management
Education
The College of New Jersey 1983 — 1987
Bachelor of Marketing, Sales and Marketing
The College of New Jersey
Bachelor's degree Business and Marketing, Minor in Psychology
Deb d'Angelo's MetLife Experience February 2014 - Present
Job Independent Beauty Consultant at Mary Kay Inc.
Industry Cosmetics
Experience
MetLife February 2014 - Present
Mary Kay Independent Beauty Consultant April 2011 - Present
AEGON Transamerica Long Term Care March 2011 - February 2014
GEICO June 2005 - February 2011
Skills
Customer Service, Strategic Planning, Event Planning, Research, Fundraising, Social Networking, Liability, Budgets, Sales, Microsoft Excel, Customer Satisfaction, Marketing Strategy, Policy, Small Business, Marketing Communications, Social Media, Negotiation, Event Management, Leadership Development, Claim, Social Media Marketing, Microsoft Word, Leadership, Healthcare, Process Scheduler, Selling, Public Speaking, Employee Benefits, Community Outreach, Outlook, Microsoft Office, Nonprofits, Insurance, Coaching, PowerPoint, Training, Team Building, Public Relations, Marketing, Team Leadership, Management, Account Management, Recruiting, Advertising, Retail, Data Entry, Online Marketing, Contract Negotiation, Entrepreneurship, New Business Development
Education
Texas Tech University 1999 — 2005
B.S, Communication Studies; Area of Study
MetLife February 2014 - Present
Mary Kay Independent Beauty Consultant April 2011 - Present
AEGON Transamerica Long Term Care March 2011 - February 2014
GEICO June 2005 - February 2011
Skills
Customer Service, Strategic Planning, Event Planning, Research, Fundraising, Social Networking, Liability, Budgets, Sales, Microsoft Excel, Customer Satisfaction, Marketing Strategy, Policy, Small Business, Marketing Communications, Social Media, Negotiation, Event Management, Leadership Development, Claim, Social Media Marketing, Microsoft Word, Leadership, Healthcare, Process Scheduler, Selling, Public Speaking, Employee Benefits, Community Outreach, Outlook, Microsoft Office, Nonprofits, Insurance, Coaching, PowerPoint, Training, Team Building, Public Relations, Marketing, Team Leadership, Management, Account Management, Recruiting, Advertising, Retail, Data Entry, Online Marketing, Contract Negotiation, Entrepreneurship, New Business Development
Education
Texas Tech University 1999 — 2005
B.S, Communication Studies; Area of Study
Nasir Jaffry' ChFC, LUTCF's MetLife Experience 1998 - 2000
Job Financial Advisor guiding Physicions, Dentists, Business owners and Executives reach their Financial Life Goals.
Industry Financial Services
Experience
RNZ Wealth Management Group' LLC 1998 - Present
LPL Finanical 2000 - 2003
MetLife 1998 - 2000
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Estate Planning, Financial Advisory, Series 7, 401k Rollovers, IRAs, Series 65, Investment Advisory, Wealth Management..., 401k, ETFs, Bonds, Series 63, Financial Goals, Series 24, Series 6, Investments, wealth Advisor
Education
The American College
ChFC, LUTCF, Financial Planning and Services
University of the Punjab, Lahore
Bachelor's degree, Political Science and Government
RNZ Wealth Management Group' LLC 1998 - Present
LPL Finanical 2000 - 2003
MetLife 1998 - 2000
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Estate Planning, Financial Advisory, Series 7, 401k Rollovers, IRAs, Series 65, Investment Advisory, Wealth Management..., 401k, ETFs, Bonds, Series 63, Financial Goals, Series 24, Series 6, Investments, wealth Advisor
Education
The American College
ChFC, LUTCF, Financial Planning and Services
University of the Punjab, Lahore
Bachelor's degree, Political Science and Government
Elizabeth Battaglia's MetLife Experience March 2010 - December 2013
Job Operations Manager at Pantheon Wealth Planning
Industry Financial Services
Experience
Pantheon Wealth Planning May 2015 - Present
SGC Financial & Insurance Services November 2014 - May 2015
InCompass Group/FSC January 2014 - October 2014
MetLife March 2010 - December 2013
Elizabeth Dye Battaglia, LLC January 2009 - November 2012
Professional Benefits, Inc January 1999 - May 2009
Northwestern Mutual Financial Services January 1997 - January 1999
Johns Eastern Company August 1992 - December 1996
Skills
Insurance, Health Insurance, Property & Casualty..., Small Business, Long-term Care, Strategic Financial..., Life Insurance, Professional Liability, Long Term Care Insurance, Fixed Annuities, Retirement Planning, Retirement, Estate Planning, 401k, Term Life Insurance, Disability Insurance, IRAs, Employee Benefits, Wealth Management, Whole Life, Strategic Analysis, Client Communication, Financial Services, Healthcare, Risk Management, Commercial Insurance, Securities, Financial Planners, Creative Problem Solving, Casualty
Education
University of South Florida
Master of Business Administration (MBA), Management
The American College 2011 — 2013
Life Underwriting Training Counsel Fellow, Estate planning, Retirement Planning, Business Planning, Disability Insurance, Investment Planning, 4.0
University of South Florida
Bachelor of Arts (BA), Business Administration and Management
Pantheon Wealth Planning May 2015 - Present
SGC Financial & Insurance Services November 2014 - May 2015
InCompass Group/FSC January 2014 - October 2014
MetLife March 2010 - December 2013
Elizabeth Dye Battaglia, LLC January 2009 - November 2012
Professional Benefits, Inc January 1999 - May 2009
Northwestern Mutual Financial Services January 1997 - January 1999
Johns Eastern Company August 1992 - December 1996
Skills
Insurance, Health Insurance, Property & Casualty..., Small Business, Long-term Care, Strategic Financial..., Life Insurance, Professional Liability, Long Term Care Insurance, Fixed Annuities, Retirement Planning, Retirement, Estate Planning, 401k, Term Life Insurance, Disability Insurance, IRAs, Employee Benefits, Wealth Management, Whole Life, Strategic Analysis, Client Communication, Financial Services, Healthcare, Risk Management, Commercial Insurance, Securities, Financial Planners, Creative Problem Solving, Casualty
Education
University of South Florida
Master of Business Administration (MBA), Management
The American College 2011 — 2013
Life Underwriting Training Counsel Fellow, Estate planning, Retirement Planning, Business Planning, Disability Insurance, Investment Planning, 4.0
University of South Florida
Bachelor of Arts (BA), Business Administration and Management
Nathan Lew, CFP®, CLU, ChFC, RICP Nathan Lew, CFP®, CLU, ChFC, RICP's MetLife Experience May 2007 - July 2015
Job Director Advanced Markets
Industry Financial Services
Experience
AXA US August 2015 - Present
MetLife May 2007 - July 2015
MetLife Investors November 2003 - May 2007
Pacific Life September 1999 - November 2003
Skills
Variable Annuities, Retirement Income..., Immediate Annuities, Deferred Income..., Retirement Planning, Series 63, Series 7, Mutual Funds, Life Insurance, Retirement, Series 6, Financial Services, Wealth Management, Fixed Annuities, Insurance, Asset Allocation
Education
The American College 2007 — 2015
CLU, ChFC, RICP, Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional
University of California, Irvine - The Paul Merage School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Irvine 1995 — 1999
Bachelor's Degree, History
AXA US August 2015 - Present
MetLife May 2007 - July 2015
MetLife Investors November 2003 - May 2007
Pacific Life September 1999 - November 2003
Skills
Variable Annuities, Retirement Income..., Immediate Annuities, Deferred Income..., Retirement Planning, Series 63, Series 7, Mutual Funds, Life Insurance, Retirement, Series 6, Financial Services, Wealth Management, Fixed Annuities, Insurance, Asset Allocation
Education
The American College 2007 — 2015
CLU, ChFC, RICP, Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional
University of California, Irvine - The Paul Merage School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Irvine 1995 — 1999
Bachelor's Degree, History
Melissa Fraser's MetLife Experience November 2004 - November 2011
Job Managing Director at Transamerica
Industry Financial Services
Experience
Transamerica August 2015 - Present
AIG May 2014 - August 2015
MetLife November 2004 - November 2011
Poca Valley Financial December 2002 - December 2004
New York Life Insurance Company December 2001 - December 2002
Skills
Advanced Markets..., Leadership, Sales, Training, Management, Process Improvement, Recruiting, Estate Planning, Charitable Giving, Annuity Specialist, Disability Insurance, Life insurance, Buy-sell Agreements, Key Person Insurance, Executive Benefit..., Business Coaching, Life Insurance, Team Building, Business Development, Cold Calling, Customer Service, Employee Benefits, Marketing, CRM, Insurance, Retirement Planning, Sales Management, Salesforce.com, Strategy, Term Life Insurance, Fixed Annuities
Education
The American College 2007 — 2015
CLU
The American College 2003 — 2004
Registered Financial Consultant, Financial Planning
Transamerica August 2015 - Present
AIG May 2014 - August 2015
MetLife November 2004 - November 2011
Poca Valley Financial December 2002 - December 2004
New York Life Insurance Company December 2001 - December 2002
Skills
Advanced Markets..., Leadership, Sales, Training, Management, Process Improvement, Recruiting, Estate Planning, Charitable Giving, Annuity Specialist, Disability Insurance, Life insurance, Buy-sell Agreements, Key Person Insurance, Executive Benefit..., Business Coaching, Life Insurance, Team Building, Business Development, Cold Calling, Customer Service, Employee Benefits, Marketing, CRM, Insurance, Retirement Planning, Sales Management, Salesforce.com, Strategy, Term Life Insurance, Fixed Annuities
Education
The American College 2007 — 2015
CLU
The American College 2003 — 2004
Registered Financial Consultant, Financial Planning
Frank Morizio, Jr., CLTC, LUTCF's MetLife Experience January 1998 - September 2014
Job Senior Vice President at The Hotaling Group Insurance Sales Team 2126553574
Industry Insurance
Experience
The Hotaling Group June 2015 - Present
Aflac June 2000 - Present
Morizio Insurance Services January 2015 - June 2015
MetLife January 1998 - September 2014
United States Marine Corps 1991 - 1999
Education
The American College 1999 — 2006
LUTCF, Life Underwriter Training Council Fellowship
University of Maryland University College 1992 — 1994
Xaverian High School, Brooklyn, NY 1985 — 1989
Graduate
The Hotaling Group June 2015 - Present
Aflac June 2000 - Present
Morizio Insurance Services January 2015 - June 2015
MetLife January 1998 - September 2014
United States Marine Corps 1991 - 1999
Education
The American College 1999 — 2006
LUTCF, Life Underwriter Training Council Fellowship
University of Maryland University College 1992 — 1994
Xaverian High School, Brooklyn, NY 1985 — 1989
Graduate
Patricia Trombley Ball's MetLife Experience 2014 - Present
Job Regional Sales Vice President at MetLife
Industry Financial Services
Experience
MetLife 2014 - Present
MetLife 2012 - 2014
MetLife 2011 - 2012
MetLife 2007 - 2011
MetLife 2003 - 2007
New England Financial, A MetLife Company 2001 - 2003
John Hancock Financial Services 1997 - 2001
Skills
Disability Insurance, Life Insurance, Retirement, Long-term Care, Retirement Planning, GSI, Employee Benefits, Financial Services
Education
The American College
University of North Carolina School of the Arts
HS Diploma
MetLife 2014 - Present
MetLife 2012 - 2014
MetLife 2011 - 2012
MetLife 2007 - 2011
MetLife 2003 - 2007
New England Financial, A MetLife Company 2001 - 2003
John Hancock Financial Services 1997 - 2001
Skills
Disability Insurance, Life Insurance, Retirement, Long-term Care, Retirement Planning, GSI, Employee Benefits, Financial Services
Education
The American College
University of North Carolina School of the Arts
HS Diploma
Michele Love Michele Love's MetLife Experience 2009 - 2009
Job Health & Welfare Consultant
Industry Insurance
Experience
Aon Hewitt July 2015 - Present
Lockton Companies May 2015 - July 2015
Lockton Companies May 2011 - May 2015
Lockton Companies July 2009 - May 2011
MetLife 2009 - 2009
Armstrong Relocation April 2008 - December 2008
Milliman January 2007 - April 2008
Milliman August 2005 - January 2007
Texas Woman's University 2003 - 2005
Dallas Cowboys December 2001 - March 2003
Skills
Employee Benefits, Insurance, Customer Service, Strategic Planning, Health Insurance, Account Management, Benefits Administration, Sales, Team Building, PowerPoint, Microsoft Excel, Marketing, Outlook, Process Improvement, Microsoft Office, Vendor Management, Budgets, Training, Team Leadership, Contract Negotiation, Underwriting, Risk Management, Workers Compensation, Human Resources, Brokers, Customer Retention, Time Management, Health Savings Accounts
Education
Texas Woman's University 2003 — 2005
Master of Science, Mathematics
Texas Woman's University 1999 — 2001
Bachelor of Science, Mathematics with a minor in Computer Science
Grayson County Community College 1997 — 1999
Associate of Science, General Studies
Aon Hewitt July 2015 - Present
Lockton Companies May 2015 - July 2015
Lockton Companies May 2011 - May 2015
Lockton Companies July 2009 - May 2011
MetLife 2009 - 2009
Armstrong Relocation April 2008 - December 2008
Milliman January 2007 - April 2008
Milliman August 2005 - January 2007
Texas Woman's University 2003 - 2005
Dallas Cowboys December 2001 - March 2003
Skills
Employee Benefits, Insurance, Customer Service, Strategic Planning, Health Insurance, Account Management, Benefits Administration, Sales, Team Building, PowerPoint, Microsoft Excel, Marketing, Outlook, Process Improvement, Microsoft Office, Vendor Management, Budgets, Training, Team Leadership, Contract Negotiation, Underwriting, Risk Management, Workers Compensation, Human Resources, Brokers, Customer Retention, Time Management, Health Savings Accounts
Education
Texas Woman's University 2003 — 2005
Master of Science, Mathematics
Texas Woman's University 1999 — 2001
Bachelor of Science, Mathematics with a minor in Computer Science
Grayson County Community College 1997 — 1999
Associate of Science, General Studies
Tom Bilotta Tom Bilotta's MetLife Experience January 2000 - January 2002
Job Market Director
Industry Insurance
Experience
Combined Insurance Group Life wholesalerFarmers Insurance Group of CompaniesJanuary 2009 - January 2011
MetLife January 2000 - January 2002
MetLife January 1995 - January 2002
Education
Adams State University
BA, MA, Elementary Education and Teaching
The American College
CLU, ChFC, Insurance & Investments
Combined Insurance Group Life wholesalerFarmers Insurance Group of CompaniesJanuary 2009 - January 2011
MetLife January 2000 - January 2002
MetLife January 1995 - January 2002
Education
Adams State University
BA, MA, Elementary Education and Teaching
The American College
CLU, ChFC, Insurance & Investments
Nanette Bouvier Rediker's MetLife Experience March 2006 - July 2008
Job Investment Consultant at Community Wealth Advisors
Industry Financial Services
Experience
Community Wealth Advisors of Community Bank of the Chesapeake and Infinex Investments Inc. July 2007 - Present
MetLife March 2006 - July 2008
M&T Bank January 1998 - April 2006
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Financial Planning, Asset Allocation, Estate Planning, Retirement, Investment Strategies, Portfolio Management, Insurance Planning, Retirement Savings, IRA's, Insurance Strategies, Annuities, Fixed Income, 401k, Insurance, Financial Advisory, Strategic Financial..., Fixed Annuities, Financial Planners, Series 63, Investments, IRAs, Series 65, Mortgage Lending, Credit, Series 7
Education
Stevenson University 1980 — 1982
Associate’s Degree, Court Reporting/Court Report and Law, Honors
The American College
Registered Health Underwriter & Chartered Life Underwriter, Advisor
University of Maryland College Park
Graduate/Undergraduate, Finance, Financial Mgmt and Marketing Specialty
Community Wealth Advisors of Community Bank of the Chesapeake and Infinex Investments Inc. July 2007 - Present
MetLife March 2006 - July 2008
M&T Bank January 1998 - April 2006
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Financial Planning, Asset Allocation, Estate Planning, Retirement, Investment Strategies, Portfolio Management, Insurance Planning, Retirement Savings, IRA's, Insurance Strategies, Annuities, Fixed Income, 401k, Insurance, Financial Advisory, Strategic Financial..., Fixed Annuities, Financial Planners, Series 63, Investments, IRAs, Series 65, Mortgage Lending, Credit, Series 7
Education
Stevenson University 1980 — 1982
Associate’s Degree, Court Reporting/Court Report and Law, Honors
The American College
Registered Health Underwriter & Chartered Life Underwriter, Advisor
University of Maryland College Park
Graduate/Undergraduate, Finance, Financial Mgmt and Marketing Specialty
Christopher J. Davenport Christopher J. Davenport's MetLife Experience October 2010 - Present
Job An Employee Benefit should not be an Employer's Burden. By simplifying administration, we expand benefits within budgets
Industry Human Resources
Experience
MetLife October 2010 - Present
Chase June 2009 - September 2010
The Hartford May 2008 - June 2009
AXA Advisors May 2006 - May 2008
Skills
Insurance, Employee Benefits, Investments, Finance, Sales, Securities, Management, Estate Planning, Investment Strategies, Financial Analysis, Customer Service, Marketing Strategy, Life Insurance, Strategic Planning, Leadership, Sales Management, Retirement Planning, Portfolio Management, Access
Education
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Finance, Economics
MetLife October 2010 - Present
Chase June 2009 - September 2010
The Hartford May 2008 - June 2009
AXA Advisors May 2006 - May 2008
Skills
Insurance, Employee Benefits, Investments, Finance, Sales, Securities, Management, Estate Planning, Investment Strategies, Financial Analysis, Customer Service, Marketing Strategy, Life Insurance, Strategic Planning, Leadership, Sales Management, Retirement Planning, Portfolio Management, Access
Education
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Finance, Economics
Amanda Larkin Amanda Larkin's MetLife Experience March 2001 - Present
Job Sr Product Illustrations Consultant at MetLife
Industry Insurance
Experience
MetLife March 2001 - Present
Bloomberg LP 1995 - 2001
Education
The College of New Jersey 1991 — 1995
Bachelor's degree in Public Adminstration, Public Adminstration / Business
MetLife March 2001 - Present
Bloomberg LP 1995 - 2001
Education
The College of New Jersey 1991 — 1995
Bachelor's degree in Public Adminstration, Public Adminstration / Business
Shad Robertson's MetLife Experience 1993 - 1994
Job I work closely with our financial advisors to help them write their Next Best Chapter™ in the business.
Industry Financial Services
Experience
MassMutual Dallas-Fort Worth September 2003 - Present
Allegiant Wealth Management / MassMutual September 2003 - December 2013
Penn Mutual 1998 - 2003
Mutual of New York 1994 - 1998
MetLife 1993 - 1994
Skills
Securities, Insurance, Investments, Investment Advisory, Sales, Recruiting, Financial Planners, Fixed Annuities, Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Employee Benefits, Risk Management, Small Business, Series 63, Retirement, 401k, Series 6, Series 7
Education
IBCFP 2000 — 2000
Certified Financial Planner Designation, CFP
American College 1998 — 2000
Chartered Life Underwriter, Insurance
Texas Tech University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
MassMutual Dallas-Fort Worth September 2003 - Present
Allegiant Wealth Management / MassMutual September 2003 - December 2013
Penn Mutual 1998 - 2003
Mutual of New York 1994 - 1998
MetLife 1993 - 1994
Skills
Securities, Insurance, Investments, Investment Advisory, Sales, Recruiting, Financial Planners, Fixed Annuities, Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Employee Benefits, Risk Management, Small Business, Series 63, Retirement, 401k, Series 6, Series 7
Education
IBCFP 2000 — 2000
Certified Financial Planner Designation, CFP
American College 1998 — 2000
Chartered Life Underwriter, Insurance
Texas Tech University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
Kimberly Turner, CFP®, ChFC®, CLU®, CRPS®. Kimberly Turner, CFP®, ChFC®, CLU®, CRPS®.'s MetLife Experience March 2012 - August 2014
Job Branch Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments August 2014 - Present
MetLife March 2012 - August 2014
Morgan Stanley Smith Barney August 2009 - August 2011
The Turner Group of Florida LLC April 1999 - August 2009
Education
The American College 2011 — 2013
Master's degree, Financial Planning and Services
University of Florida
Bachelor's degree, Physician Assistant
PNC Investments August 2014 - Present
MetLife March 2012 - August 2014
Morgan Stanley Smith Barney August 2009 - August 2011
The Turner Group of Florida LLC April 1999 - August 2009
Education
The American College 2011 — 2013
Master's degree, Financial Planning and Services
University of Florida
Bachelor's degree, Physician Assistant
Tom McNichol, LUTCF's MetLife Experience October 1989 - Present
Job Financial Adviser, Financial Services Executive at MetLife
Industry Financial Services
Experience
MetLife October 1989 - Present
Education
Virginia Polytechnic Institute and State University
Bachelor of Science (B.S.) in Business, Marketing Management
The American College
LUTCF
MetLife October 1989 - Present
Education
Virginia Polytechnic Institute and State University
Bachelor of Science (B.S.) in Business, Marketing Management
The American College
LUTCF
Brian Ahmad, LUTCF Brian Ahmad, LUTCF's MetLife Experience April 2006 - Present
Job Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife April 2006 - Present
MetLife Securities, Inc. April 2006 - Present
Skills
Financial Services, Sales, Investments, Leadership, Life Insurance, Asset Allocation, Microsoft Office, Employee Benefits, Strategic Planning, Public Speaking
Education
University of North Carolina at Wilmington 1991 — 1995
Bachelor of Arts (B.A.), Physical Education
The American College 2007 — 2011
LUTCF
MetLife April 2006 - Present
MetLife Securities, Inc. April 2006 - Present
Skills
Financial Services, Sales, Investments, Leadership, Life Insurance, Asset Allocation, Microsoft Office, Employee Benefits, Strategic Planning, Public Speaking
Education
University of North Carolina at Wilmington 1991 — 1995
Bachelor of Arts (B.A.), Physical Education
The American College 2007 — 2011
LUTCF
Eric Munn Eric Munn's MetLife Experience September 2011 - January 2012
Job at Stearns Lending, LLC
Industry Financial Services
Experience
Stearns January 2015 - Present
Homeward Residential, Inc. April 2013 - January 2015
Finance My Home January 2012 - April 2013
MetLife September 2011 - January 2012
Nationstar Mortgage December 2010 - August 2011
Bank of America 2006 - 2010
Education
Texas Tech University 1997 — 2001
BBA, Finance
Stearns January 2015 - Present
Homeward Residential, Inc. April 2013 - January 2015
Finance My Home January 2012 - April 2013
MetLife September 2011 - January 2012
Nationstar Mortgage December 2010 - August 2011
Bank of America 2006 - 2010
Education
Texas Tech University 1997 — 2001
BBA, Finance
Tim Smith, CLU, ChFC Tim Smith, CLU, ChFC's MetLife Experience August 2007 - November 2012
Job Brokerage Manager, Georgetown Financial Group
Industry Financial Services
Experience
Georgetown Financial Group, Inc. November 2012 - Present
MetLife August 2007 - November 2012
MetLife Investors August 2005 - August 2007
Travelers June 1988 - July 2005
Skills
Business Planning, Estate Planning, Retirement Planning, Sales, Fixed Annuities, Financial Services, Series 6, Disability Insurance, Insurance, Retirement, Due Diligence, Wealth
Education
The American College 1988 — 1992
CLU, ChFC
University of Maryland College Park 1983 — 1987
BS, Finance
Georgetown Financial Group, Inc. November 2012 - Present
MetLife August 2007 - November 2012
MetLife Investors August 2005 - August 2007
Travelers June 1988 - July 2005
Skills
Business Planning, Estate Planning, Retirement Planning, Sales, Fixed Annuities, Financial Services, Series 6, Disability Insurance, Insurance, Retirement, Due Diligence, Wealth
Education
The American College 1988 — 1992
CLU, ChFC
University of Maryland College Park 1983 — 1987
BS, Finance
Ric Moore , FICF Ric Moore , FICF's MetLife Experience June 2006 - March 2009
Job Field Agent at Knights of Columbus
Industry Insurance
Experience
Knights of Columbus March 2009 - Present
MetLife June 2006 - March 2009
Money Concepts June 2004 - June 2006
Skills
Fixed Annuities, Long Term Care Insurance, Long-term Care, Disability Insurance, IRAs, Retirement Planning, Term Life Insurance, Universal Life, Annuity Sales, Permanent Life Insurance, Wealth Management, Charities, Financial Planners, Medicare, Critical Illness, Estate Preservation, Key Person Insurance, Investments, Roth IRA, Variable Annuities, Retirement, Health Insurance, Licensed Life & Health..., Wealth Management..., Life Insurance, Estate Planning, Property & Casualty..., General Insurance, Wealth Accumulation, Claim, Guaranteed Lifetime..., Small Business, Insurance, 401k, Retirement Savings, Commercial Insurance, 401k Rollovers, Underwriting, Wealth, Homeowners, Employee Benefits, Whole Life, Financial Advisory, Licensed Life Insurance..., Leadership, Liability, Workers Compensation, Series 63, Strategic Financial..., Asset Allocation
Education
The American College 2008 — 2013
Financial Planning and Services
University of Oklahoma 1980 — 1983
BS, Zoology
USAO 1978 — 1980
Biology
Knights of Columbus March 2009 - Present
MetLife June 2006 - March 2009
Money Concepts June 2004 - June 2006
Skills
Fixed Annuities, Long Term Care Insurance, Long-term Care, Disability Insurance, IRAs, Retirement Planning, Term Life Insurance, Universal Life, Annuity Sales, Permanent Life Insurance, Wealth Management, Charities, Financial Planners, Medicare, Critical Illness, Estate Preservation, Key Person Insurance, Investments, Roth IRA, Variable Annuities, Retirement, Health Insurance, Licensed Life & Health..., Wealth Management..., Life Insurance, Estate Planning, Property & Casualty..., General Insurance, Wealth Accumulation, Claim, Guaranteed Lifetime..., Small Business, Insurance, 401k, Retirement Savings, Commercial Insurance, 401k Rollovers, Underwriting, Wealth, Homeowners, Employee Benefits, Whole Life, Financial Advisory, Licensed Life Insurance..., Leadership, Liability, Workers Compensation, Series 63, Strategic Financial..., Asset Allocation
Education
The American College 2008 — 2013
Financial Planning and Services
University of Oklahoma 1980 — 1983
BS, Zoology
USAO 1978 — 1980
Biology
Curtis L. Catlin, CFP's MetLife Experience 1997 - 2006
Job Comprehensive Financial LLC
Industry Financial Services
Experience
Comprehensive Financial LLC November 2012 - Present
FGCU Eagles Boosters 2011 - 2011
Metlife 1997 - 2006
Skills
Investment Advisory, Investments, Insurance, Securities, Investment Management, Finance, Series 7, Business Planning, Financial Risk, Retirement Planning, Certified Financial..., Financial Planners, Strategic Planning, Strategic Financial..., Fixed Annuities, Wealth Management, Small Business, Financial Planning
Education
The American College 2001 — 2003
MSFS, Financial Services
University of South Florida 1984 — 1986
BA, English Literature
Comprehensive Financial LLC November 2012 - Present
FGCU Eagles Boosters 2011 - 2011
Metlife 1997 - 2006
Skills
Investment Advisory, Investments, Insurance, Securities, Investment Management, Finance, Series 7, Business Planning, Financial Risk, Retirement Planning, Certified Financial..., Financial Planners, Strategic Planning, Strategic Financial..., Fixed Annuities, Wealth Management, Small Business, Financial Planning
Education
The American College 2001 — 2003
MSFS, Financial Services
University of South Florida 1984 — 1986
BA, English Literature
Stu Chumney, CLU, ChFC Stu Chumney, CLU, ChFC's MetLife Experience July 2005 - December 2009
Job Regional Vice President Mid Atlantic Region at AXA US
Industry Insurance
Experience
AXA US November 2014 - Present
MILLENNIUM BROKERAGE GROUP December 2009 - November 2014
MetLife July 2005 - December 2009
Citigroup / Travelers Life & Annuity January 1993 - July 2005
Travelers September 1984 - December 1992
Skills
Insurance, Brokerage, Investments, Retirement Planning, Financial Planning, Retirement, Strategic Planning, Long Term Care, Consultative Selling, Estate Planning, Wealth Management, New Business Development, Compliance, Asset Management, Risk, Underwriting, Product Development, Customer Relations, Team Building, Marketing Strategy, Wealth Transfer, Coaching, Risk Management, Product Marketing, Business Planning, Series 7, Sales Management, Disability Insurance, Annuities, Term Life Insurance, Portfolio Management, Executive Management, Business Strategy, Securities, FINRA, Succession Planning, Insurance Planning, Mentoring, Budgeting, Team Leadership, Due Diligence, Negotiation, Cross Selling, Series 63, Asset Allocation, Planning, Financial Markets, Fixed Annuities, Long-term Care, Customer Service
Education
The American College 1990 — 1992
CLU, ChFC
FINRA 1984 — 1984
Series 63 / 7 / 26
University of South Florida 1980 — 1983
Bachelor's degree, Pre-Dentistry Studies
AXA US November 2014 - Present
MILLENNIUM BROKERAGE GROUP December 2009 - November 2014
MetLife July 2005 - December 2009
Citigroup / Travelers Life & Annuity January 1993 - July 2005
Travelers September 1984 - December 1992
Skills
Insurance, Brokerage, Investments, Retirement Planning, Financial Planning, Retirement, Strategic Planning, Long Term Care, Consultative Selling, Estate Planning, Wealth Management, New Business Development, Compliance, Asset Management, Risk, Underwriting, Product Development, Customer Relations, Team Building, Marketing Strategy, Wealth Transfer, Coaching, Risk Management, Product Marketing, Business Planning, Series 7, Sales Management, Disability Insurance, Annuities, Term Life Insurance, Portfolio Management, Executive Management, Business Strategy, Securities, FINRA, Succession Planning, Insurance Planning, Mentoring, Budgeting, Team Leadership, Due Diligence, Negotiation, Cross Selling, Series 63, Asset Allocation, Planning, Financial Markets, Fixed Annuities, Long-term Care, Customer Service
Education
The American College 1990 — 1992
CLU, ChFC
FINRA 1984 — 1984
Series 63 / 7 / 26
University of South Florida 1980 — 1983
Bachelor's degree, Pre-Dentistry Studies
Robert C. McMaster, CFP® Robert C. McMaster, CFP®'s MetLife Experience June 2002 - Present
Job Financial Advisor at MetLife
Industry Investment Management
Experience
MetLife June 2002 - Present
John Hancock Life Insurance Company (U.S.A.) July 1999 - June 2002
Education
The American College 2009 — 2011
CERTIFIED FINANCIAL PLANNER(TM), Investments, Estate Planning, Retirement Planning, Taxation, Insurance
West Chester University of Pennsylvania 1995 — 1999
B.S., Business Management
Lansdale Catholic
MetLife June 2002 - Present
John Hancock Life Insurance Company (U.S.A.) July 1999 - June 2002
Education
The American College 2009 — 2011
CERTIFIED FINANCIAL PLANNER(TM), Investments, Estate Planning, Retirement Planning, Taxation, Insurance
West Chester University of Pennsylvania 1995 — 1999
B.S., Business Management
Lansdale Catholic
David Bocchino David Bocchino's MetLife Experience October 2005 - July 2010
Job President of Kingdom Wealth, LLC/Top 1% most viewed LinkedIn profiles
Industry Financial Services
Experience
Kingdom Wealth, LLC November 2012 - Present
Wilmington University July 2013 - Present
Combined Insurance United States July 2014 - December 2014
University of Delaware January 2013 - July 2014
Wesley College DE November 2012 - July 2014
Kingdom Builders Financial Group July 2012 - July 2014
Black Diamond Financial Solutions, Inc. November 2011 - November 2012
Principle Counsel, PL July 2010 - November 2012
MetLife October 2005 - July 2010
Northwestern Mutual Financial Network January 2002 - October 2005
Skills
Non-profits, Asset Allocation, Insurance, Wealth Management, Financial Planning, Employee Benefits, Small Business, Strategic Financial..., Entrepreneurship, Investments, Estate Planning, Strategic Planning, Retirement, Asset Managment, Investment Advisory, Leadership, Asset Management, Mergers & Acquisitions, Sales Management, Nonprofits, Financial Advisory, Marketing, Management, Sales, Financial Services, Start-ups, Business Planning, Management Consulting, New Business Development, Risk Management, Direct Sales, Investment Strategies, Loans, Alternative Investments, Business Development, Negotiation, Mortgage Lending, Real Estate, Finance, Training, Portfolio Management, Executive Management, Strategy, Financial Analysis, Due Diligence, Private Equity, Funding, Financial Accounting, Business Intelligence, Business Insights
Education
University of Pennsylvania - The Wharton School
MBA, Economics/Finance
The American College 2013 — 2014
The Retirement Income Certified Professional (RICP®) Designation, Financial Planning and Services
The American College 2010 — 2013
Certified Financial Planner (CFP®) certificate, Financial Planning
Villanova University
BS in Econ (Honors), Economics/Finance
Kingdom Wealth, LLC November 2012 - Present
Wilmington University July 2013 - Present
Combined Insurance United States July 2014 - December 2014
University of Delaware January 2013 - July 2014
Wesley College DE November 2012 - July 2014
Kingdom Builders Financial Group July 2012 - July 2014
Black Diamond Financial Solutions, Inc. November 2011 - November 2012
Principle Counsel, PL July 2010 - November 2012
MetLife October 2005 - July 2010
Northwestern Mutual Financial Network January 2002 - October 2005
Skills
Non-profits, Asset Allocation, Insurance, Wealth Management, Financial Planning, Employee Benefits, Small Business, Strategic Financial..., Entrepreneurship, Investments, Estate Planning, Strategic Planning, Retirement, Asset Managment, Investment Advisory, Leadership, Asset Management, Mergers & Acquisitions, Sales Management, Nonprofits, Financial Advisory, Marketing, Management, Sales, Financial Services, Start-ups, Business Planning, Management Consulting, New Business Development, Risk Management, Direct Sales, Investment Strategies, Loans, Alternative Investments, Business Development, Negotiation, Mortgage Lending, Real Estate, Finance, Training, Portfolio Management, Executive Management, Strategy, Financial Analysis, Due Diligence, Private Equity, Funding, Financial Accounting, Business Intelligence, Business Insights
Education
University of Pennsylvania - The Wharton School
MBA, Economics/Finance
The American College 2013 — 2014
The Retirement Income Certified Professional (RICP®) Designation, Financial Planning and Services
The American College 2010 — 2013
Certified Financial Planner (CFP®) certificate, Financial Planning
Villanova University
BS in Econ (Honors), Economics/Finance
Martin R. Simonds Martin R. Simonds's MetLife Experience July 1996 - December 2000
Job Company owner of ASI Financial Services
Industry Financial Services
Experience
ASI Financial Services April 1994 - Present
MetLife July 1996 - December 2000
Skills
Business Analysis, Financial Analysis, Business Strategy, Customer Service, Estate Planning, Retirement Planning, Life, Health, Long Term..., Charitable Gift Planning
Education
The American College 1971 — 1974
Lutcf, Insurance
Northrup University Inglewood, CA 1964 — 1968
BS, Engineering
ASI Financial Services April 1994 - Present
MetLife July 1996 - December 2000
Skills
Business Analysis, Financial Analysis, Business Strategy, Customer Service, Estate Planning, Retirement Planning, Life, Health, Long Term..., Charitable Gift Planning
Education
The American College 1971 — 1974
Lutcf, Insurance
Northrup University Inglewood, CA 1964 — 1968
BS, Engineering
Bradford Whiteley's MetLife Experience May 2013 - July 2015
Job Fitness Trainer Motion Fitness
Industry Health, Wellness and Fitness
Experience
Motion Fitness Club August 2015 - Present
Mountainside Hospital May 2015 - Present
MetLife May 2013 - July 2015
ATEAM Approach Physical Therapy January 2014 - October 2014
Seton Hall University September 2013 - January 2014
The Lawrenceville School January 2013 - May 2013
Velocity Sports Performance June 2012 - August 2012
Education
The College of New Jersey 2009 — 2013
Bachelor's Degree, Kinesiology and Exercise Science
Motion Fitness Club August 2015 - Present
Mountainside Hospital May 2015 - Present
MetLife May 2013 - July 2015
ATEAM Approach Physical Therapy January 2014 - October 2014
Seton Hall University September 2013 - January 2014
The Lawrenceville School January 2013 - May 2013
Velocity Sports Performance June 2012 - August 2012
Education
The College of New Jersey 2009 — 2013
Bachelor's Degree, Kinesiology and Exercise Science
Lisa Simos, CLU's MetLife Experience 1995 - 1998
Job Senior Advisor at CVS Caremark Corporation
Industry Program Development
Experience
CVS Caremark Corporation June 2014 - Present
Walgreens September 2011 - May 2014
Arbonne International September 2008 - May 2014
Walgreens December 2009 - September 2011
Paragon Computer Professionals June 2005 - July 2009
Bankers Life & Casualty April 2004 - June 2005
Prudential August 1998 - January 2004
MetLife 1995 - 1998
Skills
Business Requirements, Process Improvement, Change Management, Business Process..., Visio, Requirements Gathering, Business Development, Product Development, Operations Management, Project Management, Program Management, Strategic Planning, Cross-functional Team..., Management, Training, Leadership
Education
American College 1998 — 2001
CLU, Charterd Life Underwriter
University at Buffalo 1988 — 1993
BA, Social Sciences
Freehold Boro High School 1984 — 1988
CVS Caremark Corporation June 2014 - Present
Walgreens September 2011 - May 2014
Arbonne International September 2008 - May 2014
Walgreens December 2009 - September 2011
Paragon Computer Professionals June 2005 - July 2009
Bankers Life & Casualty April 2004 - June 2005
Prudential August 1998 - January 2004
MetLife 1995 - 1998
Skills
Business Requirements, Process Improvement, Change Management, Business Process..., Visio, Requirements Gathering, Business Development, Product Development, Operations Management, Project Management, Program Management, Strategic Planning, Cross-functional Team..., Management, Training, Leadership
Education
American College 1998 — 2001
CLU, Charterd Life Underwriter
University at Buffalo 1988 — 1993
BA, Social Sciences
Freehold Boro High School 1984 — 1988
Mike Killion's MetLife Experience February 2012 - Present
Job VP Global Transfer Pricing at MetLife
Industry Insurance
Experience
MetLife February 2012 - Present
MetLife July 2010 - February 2012
MetLife June 2007 - July 2010
MetLife December 2004 - June 2007
Qwest Communications November 1998 - June 2004
Geotek August 1997 - November 1998
Skills
Tax, Transfer Pricing, Sarbanes-Oxley Act, Financial Reporting, Strategic Financial..., Mergers, Due Diligence, Budgets, Accounting, Managerial Finance, Auditing, Internal Controls, Risk Management, Corporate Finance
Education
The College of New Jersey 1992 — 1996
BS
MetLife February 2012 - Present
MetLife July 2010 - February 2012
MetLife June 2007 - July 2010
MetLife December 2004 - June 2007
Qwest Communications November 1998 - June 2004
Geotek August 1997 - November 1998
Skills
Tax, Transfer Pricing, Sarbanes-Oxley Act, Financial Reporting, Strategic Financial..., Mergers, Due Diligence, Budgets, Accounting, Managerial Finance, Auditing, Internal Controls, Risk Management, Corporate Finance
Education
The College of New Jersey 1992 — 1996
BS
Alnore Deen's MetLife Experience 2008 - 2009
Job Principal/Founder at Deen Associates
Industry Financial Services
Experience
Deen Associates May 2008 - Present
MassMutual Financial Group April 2012 - January 2013
MassMutual Financial Group January 2010 - April 2012
MetLife 2008 - 2009
Intel Corp September 1984 - January 2008
Level One Communications/Intel Corp 1999 - 2003
Skills
Business Planning, Organizational..., Strategic Leadership, Performance Improvement, Personal Development, Performance Management, Cost, Margins, Inventory, Needs Analysis, Business Succession, Estate Planning, Asset Allocation, Small Business..., 401K & Income..., Family Business..., Insurance Strategies..., Quality Systems, Customer Relations, Customer Experience, Program Management, Family Business, Strategic Financial..., Management, Succession Planning, Risk Management, Customer Service, Finance, Strategic Planning, Retirement, Disability Insurance, Business Development, Insurance, Sales, Life Insurance, Leadership, Securities, Marketing, Long-term Care, Change Management
Education
The American College 2011 — 2011
Master of Science (MSFS), Financial Services (Investments, Estate Planning, Business Succession, Taxation)
The American College 2010 — 2011
CFBS, Certified Family Business Specialist
Insitute of Chartered Management Accountants (England) 1977 — 1982
FCMA, Cost, Managerial & Financial Accountancy
Croydon College United Kingdom 1973 — 1977
Business, Accounting & Economics
Deen Associates May 2008 - Present
MassMutual Financial Group April 2012 - January 2013
MassMutual Financial Group January 2010 - April 2012
MetLife 2008 - 2009
Intel Corp September 1984 - January 2008
Level One Communications/Intel Corp 1999 - 2003
Skills
Business Planning, Organizational..., Strategic Leadership, Performance Improvement, Personal Development, Performance Management, Cost, Margins, Inventory, Needs Analysis, Business Succession, Estate Planning, Asset Allocation, Small Business..., 401K & Income..., Family Business..., Insurance Strategies..., Quality Systems, Customer Relations, Customer Experience, Program Management, Family Business, Strategic Financial..., Management, Succession Planning, Risk Management, Customer Service, Finance, Strategic Planning, Retirement, Disability Insurance, Business Development, Insurance, Sales, Life Insurance, Leadership, Securities, Marketing, Long-term Care, Change Management
Education
The American College 2011 — 2011
Master of Science (MSFS), Financial Services (Investments, Estate Planning, Business Succession, Taxation)
The American College 2010 — 2011
CFBS, Certified Family Business Specialist
Insitute of Chartered Management Accountants (England) 1977 — 1982
FCMA, Cost, Managerial & Financial Accountancy
Croydon College United Kingdom 1973 — 1977
Business, Accounting & Economics
Dean J. Aerts's MetLife Experience 2001 - 2003
Job Owner / Financial Consultant with Financial Freedom
Industry Financial Services
Experience
Financial Freedom, LLC 2006 - Present
Freedom Running Club, LLC 2010 - Present
Freedom High School 2005 - Present
AAA Life Insurance Company 2003 - 2005
MetLife 2001 - 2003
Skills
Coaching Basketball, Basketball Coaching, Strategic Financial..., Underwriting, Health Insurance, 403 b, General Insurance, Employee Benefits, Universal Life, Financial Planners, Wealth Management, Simple IRA, Strategic Planning, Social Security, Investments, Succession Planning, Coaching Cross Country, Coaching Track, Deferred Compensation, Whole Life, Sales, Finance, Small Business, Leadership, Financial Planning, Financial Services
Education
University of Wisconsin-Oshkosh 1996 — 2000
Bachelor of Business Administration, Marketing and Finance
University of Wisconsin-Oshkosh 2000 — 2000
Student-Managed Endowment Fund - Business 438
The American College
LUTCF
Freedom High School 1993 — 1996
Financial Freedom, LLC 2006 - Present
Freedom Running Club, LLC 2010 - Present
Freedom High School 2005 - Present
AAA Life Insurance Company 2003 - 2005
MetLife 2001 - 2003
Skills
Coaching Basketball, Basketball Coaching, Strategic Financial..., Underwriting, Health Insurance, 403 b, General Insurance, Employee Benefits, Universal Life, Financial Planners, Wealth Management, Simple IRA, Strategic Planning, Social Security, Investments, Succession Planning, Coaching Cross Country, Coaching Track, Deferred Compensation, Whole Life, Sales, Finance, Small Business, Leadership, Financial Planning, Financial Services
Education
University of Wisconsin-Oshkosh 1996 — 2000
Bachelor of Business Administration, Marketing and Finance
University of Wisconsin-Oshkosh 2000 — 2000
Student-Managed Endowment Fund - Business 438
The American College
LUTCF
Freedom High School 1993 — 1996
Jill Cooper, CFP®'s MetLife Experience 1993 - 1997
Job Vice President at Capacity Benefits and Financial Services
Industry Financial Services
Experience
Capacity Benefits and Financial Services 2001 - Present
Lincoln Financial Advisors 1997 - 2001
MetLife 1993 - 1997
Skills
Estate Planning, Strategic Financial..., Insurance, Financial Advisory, Employee Benefits, Disability Insurance, Health Insurance, Investments, Life Insurance, Strategic Planning, Finance, Term Life Insurance, Long-term Care, Underwriting, Retirement Planning, Health Savings Accounts, Commercial Insurance, Property & Casualty..., Financial Planning
Education
The George Washington University 1981 — 1985
BBA, Finance
The American College
CLU, ChFC
Capacity Benefits and Financial Services 2001 - Present
Lincoln Financial Advisors 1997 - 2001
MetLife 1993 - 1997
Skills
Estate Planning, Strategic Financial..., Insurance, Financial Advisory, Employee Benefits, Disability Insurance, Health Insurance, Investments, Life Insurance, Strategic Planning, Finance, Term Life Insurance, Long-term Care, Underwriting, Retirement Planning, Health Savings Accounts, Commercial Insurance, Property & Casualty..., Financial Planning
Education
The George Washington University 1981 — 1985
BBA, Finance
The American College
CLU, ChFC
Elisa Torres's MetLife Experience June 2005 - August 2005
Job Sales Representative and Field Sales Trainer at Ethicon
Industry Hospital & Health Care
Experience
Ethicon, Inc. September 2012 - Present
Ethicon Endo-Surgery August 2009 - September 2012
Ethicon Endo-Surgery May 2008 - October 2009
Ethicon Endo-Surgery June 2007 - August 2007
Schering-Plough 2006 - 2007
MetLife June 2005 - August 2005
Skills
Training, Key Account Management, Capital Equipment, Market Development, Medical Devices, Healthcare, Account Management, Sales Process, Sales Presentations, Operating Room, Hospitals, Surgical Instruments, Selling, OB/GYN, Disposables, Marketing, Product Launch, Sales, Sales Effectiveness, Sales Management, Surgeons, Surgery, Urology
Education
The College of New Jersey 2004 — 2008
BS in Business Administration, Marketing
Ethicon, Inc. September 2012 - Present
Ethicon Endo-Surgery August 2009 - September 2012
Ethicon Endo-Surgery May 2008 - October 2009
Ethicon Endo-Surgery June 2007 - August 2007
Schering-Plough 2006 - 2007
MetLife June 2005 - August 2005
Skills
Training, Key Account Management, Capital Equipment, Market Development, Medical Devices, Healthcare, Account Management, Sales Process, Sales Presentations, Operating Room, Hospitals, Surgical Instruments, Selling, OB/GYN, Disposables, Marketing, Product Launch, Sales, Sales Effectiveness, Sales Management, Surgeons, Surgery, Urology
Education
The College of New Jersey 2004 — 2008
BS in Business Administration, Marketing
Michael T. Vitale's MetLife Experience February 2009 - December 2009
Job UX Design Lead at Quidsi (an Amazon company)
Industry Internet
Experience
Quidsi Inc. June 2012 - Present
iNDELIBLE/The Creative Group June 2010 - June 2012
MetLife February 2009 - December 2009
AIG July 2008 - February 2009
National MS Society February 2002 - July 2008
Winstar 1997 - 2001
Asbury Park Press June 1995 - September 1997
Skills
Information Architecture, User Experience, Usability, Wireframes, Heuristic Evaluation, User Interface, Interaction Design, Usability Engineering, E-commerce, Content Management
Education
The College of New Jersey 1992 — 1995
BA, Graphic design, web design
Quidsi Inc. June 2012 - Present
iNDELIBLE/The Creative Group June 2010 - June 2012
MetLife February 2009 - December 2009
AIG July 2008 - February 2009
National MS Society February 2002 - July 2008
Winstar 1997 - 2001
Asbury Park Press June 1995 - September 1997
Skills
Information Architecture, User Experience, Usability, Wireframes, Heuristic Evaluation, User Interface, Interaction Design, Usability Engineering, E-commerce, Content Management
Education
The College of New Jersey 1992 — 1995
BA, Graphic design, web design
Jeffrey L. Schroeder's MetLife Experience August 2014 - Present
Job Financial Services Representative / Financial Advisor at MetLife
Industry Financial Services
Experience
MetLife August 2014 - Present
Northwestern Mutual Life March 2009 - August 2014
Northwestern Mutual September 2006 - March 2009
American Express Financial Advisors 1998 - 2005
Ameriprise Financial 1998 - 2005
Reedy Industries 1997 - 1998
Education
The American College
University of Wisconsin - Milwaukee
MetLife August 2014 - Present
Northwestern Mutual Life March 2009 - August 2014
Northwestern Mutual September 2006 - March 2009
American Express Financial Advisors 1998 - 2005
Ameriprise Financial 1998 - 2005
Reedy Industries 1997 - 1998
Education
The American College
University of Wisconsin - Milwaukee
Terri Hoffman, CLU's MetLife Experience 2010 - 2012
Job Vice President of Distribution Planning, AIG Financial Network
Industry Insurance
Experience
AIG February 2014 - Present
T. Hoffman Insurance Group September 2012 - February 2014
MetLife 2010 - 2012
MetLife 2006 - 2010
MetLife 2003 - 2006
New England Life Insurance Co 1997 - 2003
Skills
Disability Insurance, Life Insurance, Insurance, Health Insurance, Term Life Insurance, Long-term Care, Retirement, Underwriting, Fixed Annuities, Mutual Funds, Management, Long Term Care Insurance, Financial Services, Strategy, Sales, Business Planning, Financial Advisory, Strategic Planning, Retirement Planning, Marketing, Leadership, Whole Life, Employee Benefits
Education
The American College 1997 — 2002
Chartered Life Underwriter, CLU
Widener University 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
AIG February 2014 - Present
T. Hoffman Insurance Group September 2012 - February 2014
MetLife 2010 - 2012
MetLife 2006 - 2010
MetLife 2003 - 2006
New England Life Insurance Co 1997 - 2003
Skills
Disability Insurance, Life Insurance, Insurance, Health Insurance, Term Life Insurance, Long-term Care, Retirement, Underwriting, Fixed Annuities, Mutual Funds, Management, Long Term Care Insurance, Financial Services, Strategy, Sales, Business Planning, Financial Advisory, Strategic Planning, Retirement Planning, Marketing, Leadership, Whole Life, Employee Benefits
Education
The American College 1997 — 2002
Chartered Life Underwriter, CLU
Widener University 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
ROBERT SIBARIUM's MetLife Experience 1991 - 2004
Job President WallStreet Planning Associates,Inc,,Managing Partner,Midnite Enterprises,llc, Midnite One LLC
Industry Entertainment
Experience
Midnite One LLC October 2009 - Present
Wall Street Planning Associates, Ltd May 1996 - Present
Pacific Life 2006 - 2011
The Guardian Life Insurance Company of America 1975 - 2010
Mutual of Omaha 1990 - 2005
Mutual of Omaha 1990 - 2005
MetLife 1991 - 2004
Skills
Marketing, Investments, Insurance, Term Life Insurance, Disability Insurance, Social Media, Real Estate, Public Speaking, Strategic Financial..., Management Consulting, Directing, Social Media Marketing, Life Insurance, Small Business, Fixed Annuities, CRM, Sales Presentations, Marketing Strategy, Employee Benefits, Social Networking, Business Planning, Sales, Training, Long-term Care, Financial Services, Leadership, Entrepreneurship, Executive Management, Business Development, Asset Management, Retirement Planning, Strategic Planning, Management, Financial Planners
Education
The American College 1989 — 1993
CCNY
Midnite One LLC October 2009 - Present
Wall Street Planning Associates, Ltd May 1996 - Present
Pacific Life 2006 - 2011
The Guardian Life Insurance Company of America 1975 - 2010
Mutual of Omaha 1990 - 2005
Mutual of Omaha 1990 - 2005
MetLife 1991 - 2004
Skills
Marketing, Investments, Insurance, Term Life Insurance, Disability Insurance, Social Media, Real Estate, Public Speaking, Strategic Financial..., Management Consulting, Directing, Social Media Marketing, Life Insurance, Small Business, Fixed Annuities, CRM, Sales Presentations, Marketing Strategy, Employee Benefits, Social Networking, Business Planning, Sales, Training, Long-term Care, Financial Services, Leadership, Entrepreneurship, Executive Management, Business Development, Asset Management, Retirement Planning, Strategic Planning, Management, Financial Planners
Education
The American College 1989 — 1993
CCNY
Kim Falbo (LION)'s MetLife Experience 1993 - 1994
Job Falbo Retirement Solutions & Carrollwood Insurance
Industry Financial Services
Experience
Falbo Retirement Solutions April 2013 - Present
Carrollwood Insurance December 2006 - Present
United Healthcare 2006 - 2011
Humana 2002 - 2006
MetLife 1993 - 1994
Tampa Bay Buccaneers April 1989 - March 1991
Skills
Medicare, Health Insurance, Managed Care, Health Care Reform, Medicaid, Life Insurance, Health Policy, Network Development, Healthcare Industry, Long Term Care Insurance, Property & Casualty..., Team Building, Claim, Underwriting, Notary Public, Training, Commercial Insurance, Trade Show Exhibitor, Sales&Marketing, Motivated self-starter, Executive Level..., Medicare/Medicaid..., Multi-generational..., Seminar Marketing, Provider Relations, Asset Protection, Estate Planning, Retirement Planning, Social Security..., Brokers, Whole Life, Microsoft Excel, Insurance, Long-term Care
Education
The American College 2014 — 2016
Financial Planning
The American College 2003 — 2006
LUTCF
University of South Florida 1985 — 1992
Bachelor's degree, Business
Falbo Retirement Solutions April 2013 - Present
Carrollwood Insurance December 2006 - Present
United Healthcare 2006 - 2011
Humana 2002 - 2006
MetLife 1993 - 1994
Tampa Bay Buccaneers April 1989 - March 1991
Skills
Medicare, Health Insurance, Managed Care, Health Care Reform, Medicaid, Life Insurance, Health Policy, Network Development, Healthcare Industry, Long Term Care Insurance, Property & Casualty..., Team Building, Claim, Underwriting, Notary Public, Training, Commercial Insurance, Trade Show Exhibitor, Sales&Marketing, Motivated self-starter, Executive Level..., Medicare/Medicaid..., Multi-generational..., Seminar Marketing, Provider Relations, Asset Protection, Estate Planning, Retirement Planning, Social Security..., Brokers, Whole Life, Microsoft Excel, Insurance, Long-term Care
Education
The American College 2014 — 2016
Financial Planning
The American College 2003 — 2006
LUTCF
University of South Florida 1985 — 1992
Bachelor's degree, Business
Kenneth L. Sanford, CLU's MetLife Experience 1996 - 2004
Job Life and Annuity Distribution Executive
Industry Financial Services
Experience
The American College July 2007 - January 2012
Crump Insurance (Bisys) December 2004 - November 2006
MetLife 1996 - 2004
Prudential Financial July 1975 - November 1996
Skills
Insurance, Fixed Annuities, Management, Retirement Planning, Life Insurance, Strategic Financial..., Customer Service, Strategic Planning, Risk Management, Training, Health Insurance, Retirement, Long-term Care, Team Building, Disability Insurance, Strategy, Sales Management, Marketing, Change Management, Marketing Strategy, Investments
Education
Millersville University of Pennsylvania
MA, French
The American College
CLU
University of Pittsburgh
BS, Psychology, French
The American College July 2007 - January 2012
Crump Insurance (Bisys) December 2004 - November 2006
MetLife 1996 - 2004
Prudential Financial July 1975 - November 1996
Skills
Insurance, Fixed Annuities, Management, Retirement Planning, Life Insurance, Strategic Financial..., Customer Service, Strategic Planning, Risk Management, Training, Health Insurance, Retirement, Long-term Care, Team Building, Disability Insurance, Strategy, Sales Management, Marketing, Change Management, Marketing Strategy, Investments
Education
Millersville University of Pennsylvania
MA, French
The American College
CLU
University of Pittsburgh
BS, Psychology, French
Candace Davis, CLU's MetLife Experience August 2005 - September 2010
Job Regional Vice President at Prudential
Industry Financial Services
Experience
The Prudential Insurance Company of America May 2011 - Present
The Village Church 2004 - Present
Fidelity Investments November 2010 - June 2011
Metlife August 2005 - September 2010
SAFECO 1997 - 2002
Skills
Investments, Insurance, Underwriting, Disability Insurance, Mutual Funds, Wealth Management, Estate Planning, Series 7, Fixed Annuities, Series 63, Customer Service, Strategy, Event Planning, Retirement, Retirement Planning, IRAs, Health Insurance, 401k, Asset Allocation, Commercial Insurance, Brokers, Life Insurance, Microsoft Excel, Microsoft Office, Sales, Leadership, Strategic Financial..., Strategic Planning, Public Speaking, Long-term Care, Property & Casualty..., Financial Planners, Term Life Insurance, Employee Benefits, Long Term Care Insurance, Variable Annuities, FINRA, Whole Life, Financial Advisory, Universal Life, Wealth, Securities, Roth IRA, 401k Rollovers, Investment Advisory, ETFs, Financial Services, Investment Strategies, Pensions, Wealth Management...
Education
The American College
CLU, ChFC
University of Washington
Bachelor's degree, Law, Society & Justice
University of Washington
Bachelor's degree, Sociology
The Prudential Insurance Company of America May 2011 - Present
The Village Church 2004 - Present
Fidelity Investments November 2010 - June 2011
Metlife August 2005 - September 2010
SAFECO 1997 - 2002
Skills
Investments, Insurance, Underwriting, Disability Insurance, Mutual Funds, Wealth Management, Estate Planning, Series 7, Fixed Annuities, Series 63, Customer Service, Strategy, Event Planning, Retirement, Retirement Planning, IRAs, Health Insurance, 401k, Asset Allocation, Commercial Insurance, Brokers, Life Insurance, Microsoft Excel, Microsoft Office, Sales, Leadership, Strategic Financial..., Strategic Planning, Public Speaking, Long-term Care, Property & Casualty..., Financial Planners, Term Life Insurance, Employee Benefits, Long Term Care Insurance, Variable Annuities, FINRA, Whole Life, Financial Advisory, Universal Life, Wealth, Securities, Roth IRA, 401k Rollovers, Investment Advisory, ETFs, Financial Services, Investment Strategies, Pensions, Wealth Management...
Education
The American College
CLU, ChFC
University of Washington
Bachelor's degree, Law, Society & Justice
University of Washington
Bachelor's degree, Sociology
Suzy Parchman's MetLife Experience 1982 - 1985
Job Librarian, Lily B. Clayton Elementary at Fort Worth ISD
Industry Libraries
Experience
Fort Worth ISD August 2007 - Present
Tarrant County College September 2008 - March 2012
Fort Worth Independent School District June 2006 - July 2008
Fort Worth ISD August 2004 - July 2007
Texas Woman's University June 2005 - December 2006
Fort Worth ISD August 1990 - May 2004
Campbell Paper 1988 - 1990
Y Not Better Papers 1985 - 1988
MetLife 1982 - 1985
Skills
Teaching, Editing, Writing, Higher Education, Grant Writing, Curriculum Design, Basic Spanish Skills, Staff Development
Education
The University of Texas at Arlington 2010 — 2012
Educational Leadership and Policy Studies
Texas Woman's University 2003 — 2006
MLS, Library and Information Studies
Texas Woman's University
42 graduate hours, Elementary Education
The University of Texas at Austin 1979 — 1982
BA, English
SEHS
Fort Worth ISD August 2007 - Present
Tarrant County College September 2008 - March 2012
Fort Worth Independent School District June 2006 - July 2008
Fort Worth ISD August 2004 - July 2007
Texas Woman's University June 2005 - December 2006
Fort Worth ISD August 1990 - May 2004
Campbell Paper 1988 - 1990
Y Not Better Papers 1985 - 1988
MetLife 1982 - 1985
Skills
Teaching, Editing, Writing, Higher Education, Grant Writing, Curriculum Design, Basic Spanish Skills, Staff Development
Education
The University of Texas at Arlington 2010 — 2012
Educational Leadership and Policy Studies
Texas Woman's University 2003 — 2006
MLS, Library and Information Studies
Texas Woman's University
42 graduate hours, Elementary Education
The University of Texas at Austin 1979 — 1982
BA, English
SEHS
David Cureton, MBA, RICP's MetLife Experience January 2004 - April 2007
Job We Help You Retire Your Way!
Industry Financial Services
Experience
S2 Financial Partners - an affiliate of NFLG June 2011 - Present
Worthington Financial Partners April 2007 - June 2011
MetLife January 2004 - April 2007
Bankers Life and Casualty 2003 - 2004
Education
The American College 2013 — 2014
Retirement Income Certified Professional (RICP)
Duke University - The Fuqua School of Business 1986 — 1988
MBA
University of Wisconsin-Stout 1970 — 1973
BSIT
S2 Financial Partners - an affiliate of NFLG June 2011 - Present
Worthington Financial Partners April 2007 - June 2011
MetLife January 2004 - April 2007
Bankers Life and Casualty 2003 - 2004
Education
The American College 2013 — 2014
Retirement Income Certified Professional (RICP)
Duke University - The Fuqua School of Business 1986 — 1988
MBA
University of Wisconsin-Stout 1970 — 1973
BSIT
Deb Poland's MetLife Experience 1986 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
MetLife Financial Services March 2003 - March 2009
MetLife 1986 - 2009
MetLife Financial Services July 2000 - March 2003
MetLife Financial Services September 1995 - July 2000
MetLife Financial Services July 1989 - September 1995
MetLife Financial Services May 1986 - July 1989
Education
The American College 1996 — 2000
Master of Science Degree, Management Studies
MetLife Financial Services March 2003 - March 2009
MetLife 1986 - 2009
MetLife Financial Services July 2000 - March 2003
MetLife Financial Services September 1995 - July 2000
MetLife Financial Services July 1989 - September 1995
MetLife Financial Services May 1986 - July 1989
Education
The American College 1996 — 2000
Master of Science Degree, Management Studies
Patrick Umphrey, CLU, ChFC, FLMI's MetLife Experience 2001 - 2005
Job Sr. Sales/Training Manager
Industry Insurance
Experience
AIG Direct Insurance Services, Inc. October 2009 - Present
AIG Direct Insurance Services, Inc. May 2009 - October 2009
LPL Financial 2006 - 2009
American General Life Companies 2004 - 2009
MetLife 2001 - 2005
Financial Profiles 1998 - 2000
The Guardian Life Insurance Company of America 1996 - 1998
Financial Profiles 1991 - 1995
Skills
Customer Service, Management, Training, Team Building, Life Insurance, Leadership, Sales, Insurance, Recruiting, Process Improvement, Business Development, Team Leadership, Project Management, Business Analysis, Risk Management, Program Management, Call Centers, Financial Services, Team Management, Finance, Selling, Vendor Management, Marketing, Relationship Management, CRM, Project Planning, Investments, Account Management, Customer Retention, Estate Planning, Strategy, Fixed Annuities, Executive Management, Term Life Insurance, Underwriting, Business Process, Series 6, Retirement Planning, Retirement, Financial Advisory, Mutual Funds, Series 63, Securities, Brokers, Wealth Management
Education
The American College 2013 — 2014
Chartered Financial Consultant, Financial Planning and Services
The American College 2011 — 2013
Chartered Life Underwriter, Insurance
Life Office Management Association 2010 — 2012
Fellow, Life Management Institute, Insurance
University of Michigan 1986 — 1991
BSE, Computer Engineering
AIG Direct Insurance Services, Inc. October 2009 - Present
AIG Direct Insurance Services, Inc. May 2009 - October 2009
LPL Financial 2006 - 2009
American General Life Companies 2004 - 2009
MetLife 2001 - 2005
Financial Profiles 1998 - 2000
The Guardian Life Insurance Company of America 1996 - 1998
Financial Profiles 1991 - 1995
Skills
Customer Service, Management, Training, Team Building, Life Insurance, Leadership, Sales, Insurance, Recruiting, Process Improvement, Business Development, Team Leadership, Project Management, Business Analysis, Risk Management, Program Management, Call Centers, Financial Services, Team Management, Finance, Selling, Vendor Management, Marketing, Relationship Management, CRM, Project Planning, Investments, Account Management, Customer Retention, Estate Planning, Strategy, Fixed Annuities, Executive Management, Term Life Insurance, Underwriting, Business Process, Series 6, Retirement Planning, Retirement, Financial Advisory, Mutual Funds, Series 63, Securities, Brokers, Wealth Management
Education
The American College 2013 — 2014
Chartered Financial Consultant, Financial Planning and Services
The American College 2011 — 2013
Chartered Life Underwriter, Insurance
Life Office Management Association 2010 — 2012
Fellow, Life Management Institute, Insurance
University of Michigan 1986 — 1991
BSE, Computer Engineering
Elizabeth A. West's MetLife Experience December 2010 - Present
Job Examiner at MetLife
Industry Financial Services
Experience
MetLife December 2010 - Present
MetLife February 2000 - December 2008
Skills
Financial Analysis, Microsoft Office, Risk Management, Policy
Education
Utica College 2007 — 2008
M.B.A., Economic Crime and Fraud Management
Utica College 2000 — 2003
B.S., Management
The Catholic University of America 1995 — 1999
B.A., Politics
MetLife December 2010 - Present
MetLife February 2000 - December 2008
Skills
Financial Analysis, Microsoft Office, Risk Management, Policy
Education
Utica College 2007 — 2008
M.B.A., Economic Crime and Fraud Management
Utica College 2000 — 2003
B.S., Management
The Catholic University of America 1995 — 1999
B.A., Politics
Tim Raczko's MetLife Experience May 2010 - Present
Job Senior Actuarial Associate at MetLife
Industry Insurance
Experience
MetLife May 2010 - Present
Merrill Lynch September 2009 - December 2009
Skills
SAS, Insurance, Music Festivals, Risk Management, VBA, Financial Modeling
Education
The College of New Jersey 2007 — 2010
Economics, Statistics
MetLife May 2010 - Present
Merrill Lynch September 2009 - December 2009
Skills
SAS, Insurance, Music Festivals, Risk Management, VBA, Financial Modeling
Education
The College of New Jersey 2007 — 2010
Economics, Statistics
Louis Cook, LUTCF, CLTC, RFC's MetLife Experience February 1995 - June 2009
Job Owner/Vice President at Special Needs Team LLC
Industry Financial Services
Experience
Special Needs Team LLC November 2014 - Present
Financial Services Industry October 2012 - Present
National Planning Corporation October 2009 - Present
NEV-SA-DI, LLC February 2006 - Present
Special Needs Planning Center October 2009 - January 2013
MetLife February 1995 - June 2009
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, ELDER CARE PLANNING, SPECIAL NEEDS PLANNING, MEDICAID PLANNING, Wealth Preservation..., Business Planning, Strategy Implementation, Financial Advisory, Asset Management, Finance, Investment Advisory, IRAs, Fixed Annuities, Special Education, Long-term Care, Financial Services, Care Planning, Medicaid
Education
The American College
Financial Planning & Consulting
Special Needs Team LLC November 2014 - Present
Financial Services Industry October 2012 - Present
National Planning Corporation October 2009 - Present
NEV-SA-DI, LLC February 2006 - Present
Special Needs Planning Center October 2009 - January 2013
MetLife February 1995 - June 2009
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, ELDER CARE PLANNING, SPECIAL NEEDS PLANNING, MEDICAID PLANNING, Wealth Preservation..., Business Planning, Strategy Implementation, Financial Advisory, Asset Management, Finance, Investment Advisory, IRAs, Fixed Annuities, Special Education, Long-term Care, Financial Services, Care Planning, Medicaid
Education
The American College
Financial Planning & Consulting
Ellen (Finnegan) Abbey's MetLife Experience October 2006 - September 2013
Job Senior Underwriter at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group September 2013 - Present
Metlife October 2006 - September 2013
HealthPlan Services June 2005 - October 2006
Medco Health Solutions September 1993 - June 2005
Skills
Life Insurance, Term Life Insurance, FALU, FLMI, ACS, Medical Underwriting, Customer Service, Health Insurance, Whole Life, Universal Life, Group Insurance, Underwriting
Education
The American College
Lincoln Financial Group September 2013 - Present
Metlife October 2006 - September 2013
HealthPlan Services June 2005 - October 2006
Medco Health Solutions September 1993 - June 2005
Skills
Life Insurance, Term Life Insurance, FALU, FLMI, ACS, Medical Underwriting, Customer Service, Health Insurance, Whole Life, Universal Life, Group Insurance, Underwriting
Education
The American College
Marcia Wooley, CFP's MetLife Experience November 2009 - Present
Job Director of Financial Planning Advisory Services and Operations at MetLife
Industry Financial Services
Experience
MetLife November 2009 - Present
MetLife Financial Services January 2007 - November 2009
MetLife Financial Services December 2005 - January 2007
MetLife Financial Services January 2003 - December 2005
MetLife Financial Services January 2001 - January 2003
MetLife Financial Services May 2000 - January 2001
Skills
Retirement Planning, Financial Advisory, Leadership, Financial Services, Insurance, Strategic Financial..., Wealth Management, Retirement, Estate Planning, Investment Advisory
Education
Texas Tech University 1995 — 1997
BS, Family Financial Planning
Texas Tech University 1991 — 1995
Bachelor of Interior Design
Hamilton High School
MetLife November 2009 - Present
MetLife Financial Services January 2007 - November 2009
MetLife Financial Services December 2005 - January 2007
MetLife Financial Services January 2003 - December 2005
MetLife Financial Services January 2001 - January 2003
MetLife Financial Services May 2000 - January 2001
Skills
Retirement Planning, Financial Advisory, Leadership, Financial Services, Insurance, Strategic Financial..., Wealth Management, Retirement, Estate Planning, Investment Advisory
Education
Texas Tech University 1995 — 1997
BS, Family Financial Planning
Texas Tech University 1991 — 1995
Bachelor of Interior Design
Hamilton High School
Robert Newkirk's MetLife Experience March 2010 - April 2014
Job Business & Systems Analyst, Software Engineer & Developer, Accounting Manager
Industry Information Technology and Services
Experience
New York Life Insurance Company April 2014 - Present
MetLife March 2010 - April 2014
ALICO March 2010 - November 2010
State Street June 2005 - April 2009
State Street February 1999 - June 2005
Merrill Lynch August 1996 - February 1999
Merrill Lynch Investment Managers 1996 - 1999
Penndel Mental Health Center May 1995 - August 1996
Skills
Business Analysis, Process Improvement, Access, Accounting, SDLC, Insurance, Investments, Visual Basic, Requirements Analysis, Financial Analysis, PAM for Securities, Fund Accounting, Business Process, Financial Reporting, Financial Services, Account Reconciliation, Data Warehousing, Data Extraction, Automation, .NET, Microsoft Excel, Bloomberg, Mutual Funds, Software Project..., Impromptu, Project Management, Visio, Data Transformation, Systems Analysis, Report Development, VBA, Software, Microsoft Project, PAM for Investments, C#, CAMRA, Investran, Debt & Derivatives, Team Foundation Server, Finance, Leadership, SQL, Fixed Income, Analysis, Risk Management, Management
Education
The College of New Jersey 1991 — 1995
Bachelor's, Accounting
Neshaminy High School 1988 — 1991
New York Life Insurance Company April 2014 - Present
MetLife March 2010 - April 2014
ALICO March 2010 - November 2010
State Street June 2005 - April 2009
State Street February 1999 - June 2005
Merrill Lynch August 1996 - February 1999
Merrill Lynch Investment Managers 1996 - 1999
Penndel Mental Health Center May 1995 - August 1996
Skills
Business Analysis, Process Improvement, Access, Accounting, SDLC, Insurance, Investments, Visual Basic, Requirements Analysis, Financial Analysis, PAM for Securities, Fund Accounting, Business Process, Financial Reporting, Financial Services, Account Reconciliation, Data Warehousing, Data Extraction, Automation, .NET, Microsoft Excel, Bloomberg, Mutual Funds, Software Project..., Impromptu, Project Management, Visio, Data Transformation, Systems Analysis, Report Development, VBA, Software, Microsoft Project, PAM for Investments, C#, CAMRA, Investran, Debt & Derivatives, Team Foundation Server, Finance, Leadership, SQL, Fixed Income, Analysis, Risk Management, Management
Education
The College of New Jersey 1991 — 1995
Bachelor's, Accounting
Neshaminy High School 1988 — 1991
Dana Macri, CLU's MetLife Experience May 1998 - August 2005
Job Case Manager at Advantica
Industry Insurance
Experience
Advantica July 2015 - Present
Guardian Life April 2006 - June 2015
MetLife May 1998 - August 2005
Guardian Life June 1982 - May 1998
Skills
Insurance, Life Insurance, Health Insurance, Management, Sales, Leadership, Disability Insurance, Employee Benefits, Process Improvement, Human Resources, Underwriting, Customer Service, Brokers, Term Life Insurance, Account Management, Team Building
Education
The American College 1989 — 1992
Chartered Life Underwriter, Insurance and Estate Planning
Advantica July 2015 - Present
Guardian Life April 2006 - June 2015
MetLife May 1998 - August 2005
Guardian Life June 1982 - May 1998
Skills
Insurance, Life Insurance, Health Insurance, Management, Sales, Leadership, Disability Insurance, Employee Benefits, Process Improvement, Human Resources, Underwriting, Customer Service, Brokers, Term Life Insurance, Account Management, Team Building
Education
The American College 1989 — 1992
Chartered Life Underwriter, Insurance and Estate Planning
Elaine Coccaro's MetLife Experience 2013 - 2014
Job Marketing Project/Program Manager III at Sprint Prepaid
Industry Marketing and Advertising
Experience
Sprint Prepaid 2014 - Present
MetLife 2013 - 2014
Sprint Prepaid March 2013 - June 2013
R. DeLuca Associates 2010 - 2011
ECDesign LLC January 2000 - 2010
Skills
Creative Direction, Direct Marketing, Direct Mail, Newsletters, Marketing, Brochures, Digital Marketing, Management, Trade Shows, Integrated Marketing, Social Media
Education
The College of New Jersey
BA, Advertising
Sprint Prepaid 2014 - Present
MetLife 2013 - 2014
Sprint Prepaid March 2013 - June 2013
R. DeLuca Associates 2010 - 2011
ECDesign LLC January 2000 - 2010
Skills
Creative Direction, Direct Marketing, Direct Mail, Newsletters, Marketing, Brochures, Digital Marketing, Management, Trade Shows, Integrated Marketing, Social Media
Education
The College of New Jersey
BA, Advertising
Jessica Pinson, LUTCF's MetLife Experience 2005 - 2011
Job Director of Operations and Registered Principal
Industry Financial Services
Experience
MetLife 2005 - 2011
Skills
Insurance, Small Business, Executive Management, Customer Service, Customer Retention, Process Improvement, Recruiting, Team Building, Operations Management, Strategic Planning
Education
The American College
LUTCF
The School For Film and Television
Acting, Meisner Method
Massena Central High School
MetLife 2005 - 2011
Skills
Insurance, Small Business, Executive Management, Customer Service, Customer Retention, Process Improvement, Recruiting, Team Building, Operations Management, Strategic Planning
Education
The American College
LUTCF
The School For Film and Television
Acting, Meisner Method
Massena Central High School
Art Henry's MetLife Experience 2011 - October 2012
Job Application Developer at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2014 - Present
Budda Rowe Group February 2013 - Present
Christ Lutheran Church 2014 - 2014
MetLife 2011 - October 2012
Metropolitan Life Insurance Company February 2004 - February 2011
ecta/Navisys 1997 - 2003
Skills
Team Leadership, VPMS Modelling, Mentor, Teacher,..., Software Development, Full Software Lifecycle, Technical design, System Testing, Software Documentation, Problem Solving, Technical Design, SDLC, Process Improvement, Requirements Analysis, Program Management, Testing, Access
Education
Philadelphia Musical Academy 1969 — 1974
Bachelor's Degree Education, Bachelors Degree Music
The American College
Lincoln Financial Group August 2014 - Present
Budda Rowe Group February 2013 - Present
Christ Lutheran Church 2014 - 2014
MetLife 2011 - October 2012
Metropolitan Life Insurance Company February 2004 - February 2011
ecta/Navisys 1997 - 2003
Skills
Team Leadership, VPMS Modelling, Mentor, Teacher,..., Software Development, Full Software Lifecycle, Technical design, System Testing, Software Documentation, Problem Solving, Technical Design, SDLC, Process Improvement, Requirements Analysis, Program Management, Testing, Access
Education
Philadelphia Musical Academy 1969 — 1974
Bachelor's Degree Education, Bachelors Degree Music
The American College
Steve Clifford's MetLife Experience November 2001 - November 2012
Job Director, Investment Platforms & Solutions at Great Lakes & Atlantic Wealth Management & Advisory Partners, Inc.
Industry Financial Services
Experience
Great Lakes & Atlantic Wealth Management & Advisory Partners, Inc. January 2015 - Present
Ro Morrison & Associates May 2013 - Present
MetLife November 2001 - November 2012
Skills
Fixed Annuities, Series 63, Series 6, Series 7, Mutual Funds, Retirement, Series 24, Retirement Planning, Asset Allocation, Wealth Management, Life Insurance, Strategic Communications, Training & Development..., Variable Annuities
Education
The Citadel 1962 — 1966
Bachelor of Science (BS), Mathematics
University of South Carolina-Columbia 1966 — 1967
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Great Lakes & Atlantic Wealth Management & Advisory Partners, Inc. January 2015 - Present
Ro Morrison & Associates May 2013 - Present
MetLife November 2001 - November 2012
Skills
Fixed Annuities, Series 63, Series 6, Series 7, Mutual Funds, Retirement, Series 24, Retirement Planning, Asset Allocation, Wealth Management, Life Insurance, Strategic Communications, Training & Development..., Variable Annuities
Education
The Citadel 1962 — 1966
Bachelor of Science (BS), Mathematics
University of South Carolina-Columbia 1966 — 1967
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Glenn McClaskey's MetLife Experience October 1994 - October 1995
Job Regional Manager at Natural Chemistry
Industry Chemicals
Experience
Natural Chemistry May 2014 - Present
PristineBlue September 2009 - May 2014
Capital Financial Mortgage Corp. June 2005 - June 2009
Allied Home Mortgage Capital Corp. June 2001 - June 2005
GMAC Mortgage Corp. August 1998 - June 2001
Cendant Mortgage Corp. November 1995 - August 1998
MetLife October 1994 - October 1995
Skills
Sales Operations, Sales & Marketing..., Long-term Customer..., Key Account Development, Sales Process, Sales Presentations, Direct Sales, Water Treatment, Market Penetration, Customer Satisfaction, Channel Sales, Outside Sales, Management, Sales Growth, Selling Skills, Deal Closure, Finance, Qualifying Prospects, Distributors, P&L Management, Customer Acquisition, Complex Sales, Value Selling, Major Accounts, Strategic Selling, Pricing, Selling, Trade Shows, B2B, Cold Calling, National Accounts, Customer Retention, Inside Sales, P&L, Sales Force Development, Profit, Building Relationships
Education
The College of New Jersey 1990 — 1994
Bachelor of Arts, Political Science
Natural Chemistry May 2014 - Present
PristineBlue September 2009 - May 2014
Capital Financial Mortgage Corp. June 2005 - June 2009
Allied Home Mortgage Capital Corp. June 2001 - June 2005
GMAC Mortgage Corp. August 1998 - June 2001
Cendant Mortgage Corp. November 1995 - August 1998
MetLife October 1994 - October 1995
Skills
Sales Operations, Sales & Marketing..., Long-term Customer..., Key Account Development, Sales Process, Sales Presentations, Direct Sales, Water Treatment, Market Penetration, Customer Satisfaction, Channel Sales, Outside Sales, Management, Sales Growth, Selling Skills, Deal Closure, Finance, Qualifying Prospects, Distributors, P&L Management, Customer Acquisition, Complex Sales, Value Selling, Major Accounts, Strategic Selling, Pricing, Selling, Trade Shows, B2B, Cold Calling, National Accounts, Customer Retention, Inside Sales, P&L, Sales Force Development, Profit, Building Relationships
Education
The College of New Jersey 1990 — 1994
Bachelor of Arts, Political Science
Steven McLeod,CLU,ChFC's MetLife Experience September 1988 - September 1998
Job NVP, Core Agency Business Development
Industry Financial Services
Experience
Ameritas Life Insurance Corp. September 1998 - Present
MetLife September 1988 - September 1998
Skills
Recruiting, Financial Modeling, Revenue Analysis, Cash Flow, Profit, Deal Execution, Resource Allocation
Education
The American College
CLU, ChFC, Insurance
Ameritas Life Insurance Corp. September 1998 - Present
MetLife September 1988 - September 1998
Skills
Recruiting, Financial Modeling, Revenue Analysis, Cash Flow, Profit, Deal Execution, Resource Allocation
Education
The American College
CLU, ChFC, Insurance
Christopher Maarberg's MetLife Experience 2004 - Present
Job Manager at MetLife
Industry Investment Management
Experience
MetLife 2004 - Present
Travelers Life & Annuity 2004 - 2005
Prudential Financial August 2000 - September 2003
Skills
COLI, BOLI, Life Insurance, Variable Annuities, Fixed Annuities, Series 7, Series 24, Series 53, Mutual Funds, Securities, Corporate Owned Life..., Stable Value, High Net Worth Insurance
Education
The College of New Jersey 1993 — 1997
BS, Management
MetLife 2004 - Present
Travelers Life & Annuity 2004 - 2005
Prudential Financial August 2000 - September 2003
Skills
COLI, BOLI, Life Insurance, Variable Annuities, Fixed Annuities, Series 7, Series 24, Series 53, Mutual Funds, Securities, Corporate Owned Life..., Stable Value, High Net Worth Insurance
Education
The College of New Jersey 1993 — 1997
BS, Management
Jackelyn Hoffses's MetLife Experience March 2015 - Present
Job Senior Claim Specialist at MetLife
Industry Insurance
Experience
MetLife March 2015 - Present
Unum March 2006 - March 2015
Education
The Catholic University of America 2001 — 2005
Politics
MetLife March 2015 - Present
Unum March 2006 - March 2015
Education
The Catholic University of America 2001 — 2005
Politics
dhun engineer's MetLife Experience 1992 - 2003
Job Financial services rep. at Independent life and medical agent
Industry Insurance
Experience
Independent life and medical agent March 1992 - Present
MetLife 1992 - 2003
Skills
Disability Insurance, Term Life Insurance, Fixed Annuities, Whole Life, Employee Benefits, Life Insurance, Long Term Care Insurance, Retirement Planning
Education
The American College 1996 — 1999
ChFC, Insurance
Independent life and medical agent March 1992 - Present
MetLife 1992 - 2003
Skills
Disability Insurance, Term Life Insurance, Fixed Annuities, Whole Life, Employee Benefits, Life Insurance, Long Term Care Insurance, Retirement Planning
Education
The American College 1996 — 1999
ChFC, Insurance
Sal Gagliardi's MetLife Experience January 1998 - January 2004
Job registered rep at Independent Contractor
Industry Design
Experience
Essex Securities LLC April 2004 - Present
American General Life Companies January 2004 - Present
MetLife January 1998 - January 2004
Skills
Investments, Fixed Annuities, Insurance, Mutual Funds, Variable Annuities, Long Term Care Insurance
Education
The American College 1998 — 1999
LUTCF
Essex Securities LLC April 2004 - Present
American General Life Companies January 2004 - Present
MetLife January 1998 - January 2004
Skills
Investments, Fixed Annuities, Insurance, Mutual Funds, Variable Annuities, Long Term Care Insurance
Education
The American College 1998 — 1999
LUTCF
Sheryl Givings's MetLife Experience July 2012 - September 2013
Job Testing Coordinator at North Central Texas College
Industry Education Management
Experience
North Central Texas College April 2014 - Present
MetLife July 2012 - September 2013
North Central Texas College October 2005 - February 2012
Skills
Customer Service, Event Planning, Microsoft Office, Research, Public Speaking, PowerPoint, Nonprofits
Education
Texas Woman's University 2008 — 2011
Bachelor of Arts (B.A.), General Studies---Sociology, Business, & Reading
North Central Texas College 2006 — 2008
Associate of Arts (A.A.), General Studies
North Central Texas College April 2014 - Present
MetLife July 2012 - September 2013
North Central Texas College October 2005 - February 2012
Skills
Customer Service, Event Planning, Microsoft Office, Research, Public Speaking, PowerPoint, Nonprofits
Education
Texas Woman's University 2008 — 2011
Bachelor of Arts (B.A.), General Studies---Sociology, Business, & Reading
North Central Texas College 2006 — 2008
Associate of Arts (A.A.), General Studies
Danielle Saraceno's MetLife Experience September 2013 - February 2015
Job Actuarial Associate at MetLife Inc.
Industry Insurance
Experience
MetLife Inc. February 2015 - Present
MetLife September 2013 - February 2015
MetLife June 2013 - September 2013
The College of New Jersey August 2009 - May 2013
MetLife May 2012 - August 2012
Skills
Microsoft Office, Microsoft Access, Poly Systems Measure
Education
The College of New Jersey 2009 — 2013
B.A., Bacheor of Arts (May 2013), Secondary Mathematics Education, 3.67 Cumulative GPA
MetLife Inc. February 2015 - Present
MetLife September 2013 - February 2015
MetLife June 2013 - September 2013
The College of New Jersey August 2009 - May 2013
MetLife May 2012 - August 2012
Skills
Microsoft Office, Microsoft Access, Poly Systems Measure
Education
The College of New Jersey 2009 — 2013
B.A., Bacheor of Arts (May 2013), Secondary Mathematics Education, 3.67 Cumulative GPA
Joseph DeFeo's MetLife Experience October 2012 - Present
Job CSR Group Annuities at MetLife
Industry Insurance
Experience
MetLife October 2012 - Present
GMHC 2005 - 2007
Skills
Fundraising
Education
The Catholic University of America 1994 — 1998
Drama, Theater, philosophy, 3.8
MetLife October 2012 - Present
GMHC 2005 - 2007
Skills
Fundraising
Education
The Catholic University of America 1994 — 1998
Drama, Theater, philosophy, 3.8
Kim Tanner's MetLife Experience October 1986 - February 1995
Job Executive Director
Industry Philanthropy
Experience
The Jenesis Group February 1995 - Present
MetLife October 1986 - February 1995
Education
Texas Tech University 1983 — 1987
Bachelor of Business Administration (BBA), Finance
Frisco High School 1979 — 1983
The Jenesis Group February 1995 - Present
MetLife October 1986 - February 1995
Education
Texas Tech University 1983 — 1987
Bachelor of Business Administration (BBA), Finance
Frisco High School 1979 — 1983
Frank Giordano's MetLife Experience January 1991 - December 2000
Job Financial Planner
Industry Financial Services
Experience
Self-employed January 2001 - Present
MetLife January 1991 - December 2000
John Hancock Financial Services November 1969 - December 1990
Skills
Retirement Planning, Investments, Portfolio Management, Retirement, Investment Advisory, Estate Planning, Financial Analysis, Financial Advisory, Investment Strategies
Education
The American College
Chartered Life Underwriter and Chartered Financial Consultant
Self-employed January 2001 - Present
MetLife January 1991 - December 2000
John Hancock Financial Services November 1969 - December 1990
Skills
Retirement Planning, Investments, Portfolio Management, Retirement, Investment Advisory, Estate Planning, Financial Analysis, Financial Advisory, Investment Strategies
Education
The American College
Chartered Life Underwriter and Chartered Financial Consultant
AXA Equitable
Prudential
Protective Life
Metropolitan Life Insurance Company
American National Insurance
Penn Mutual
Torchmark Corporation
Met Life