MetLife Company

Industry: Life insurance company


MetLife, 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

David Johnson- CLU®, ChFC® David Johnson- CLU®, ChFC® Charlotte, North Carolina Area Details
David Johnson- CLU®, ChFC®'s MetLife Experience January 2014 - Present
Job Workplace Sales Director at MetLife
Industry Financial Services
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

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 Hartford, Connecticut Area Details
Annie Longo's MetLife Experience May 2007 - June 2013
Job Crump
Industry Insurance
AIG   April 2014 - October 2014
Capitas Financial   June 2013 - December 2013
MetLife   May 2007 - June 2013
MetLife   February 2006 - May 2007

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

University of Maryland College Park

The American College   2010 — 2013

Curtis W. Painton CLU ChFC Curtis W. Painton CLU ChFC San Marcos, Texas Details
Curtis W. Painton CLU ChFC's MetLife Experience March 1991 - October 1999
Job Commercial Insurance & Financial Services
Industry Insurance
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

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

The American College   1992 — 1995

UALR   1976 — 1981
Marketing, Insurance, 3.0

Christian Caiafa Christian Caiafa West Palm Beach, Florida Area Details
Christian Caiafa's MetLife Experience August 2013 - August 2014
Job EMS at Department Of Veternan Affairs
Industry Hospital & Health Care
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

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

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 Tulsa, Oklahoma Details
Gail Knox's MetLife Experience 1972 - 1980
Job VicePresident at Word Within International, Inc
Industry Religious Institutions
Word Within International, Inc   August 1993 - Present
MassMutual Financial Group   1980 - 1985
MetLife   1972 - 1980

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

Texas Tech University   1960 — 1964
BS, Mathematics

The University of Texas at Austin
One semester before transferringto Texas Tech, Mathematics

Donald Kuntzman Donald Kuntzman Uniontown, Ohio Details
Donald Kuntzman's MetLife Experience 1991 - Present
Job Financial Services Representative / Investment Adviser Representative at MetLife
Industry Financial Services
MetLife   1991 - Present

Retirement Planning, Disability Insurance, Insurance, Mutual Funds, IRAs, Investments, Investment Strategies, Life Insurance

The American College
LUTCF; Life Underwriters Training Council Fellow

Edward Bradley Edward Bradley Bellevue, Washington Details
Edward Bradley's MetLife Experience 2008 - 2013
Job Financial Planner at Mainspring Wealth Advisors
Industry Financial Services
Mainspring Wealth Advisors, an independent firm   August 2013 - Present
MetLife   2008 - 2013

Personal Financial..., Wealth Management, Wealth Accumulation..., Risk Management, Retirement Planning, Business Succession...

The American College   2013 — 2015
Certified Financial Planner Candidate: CFP

University of Washington
Bachelor of Business Administration (BBA), Finance

Ted Mageau Ted Mageau Greater New York City Area Details
Ted Mageau's MetLife Experience 1988 - 2004
Job Main Street Planning Group
Industry Insurance
Main Street Planning Group   2012 - Present
Peoples United Insurance   2008 - 2012
Met Life   2004 - 2008
MetLife   1988 - 2004

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

St. Johns University   1979 — 1983
BS, Marketing

The American College
CLF, insurance management

alison warner alison warner Dallas/Fort Worth Area Details
alison warner's MetLife Experience March 2011 - March 2012
Job Senior Mortgage Loan Originator at Southwest Funding, Uptown Branch #1013
Industry Financial Services
Southwest Funding, Uptown Branch #1013   May 2012 - Present
MetLife   March 2011 - March 2012
GreenPoint Mortgage   2005 - 2008

Mortgage Banking, FHA, Residential Mortgages, Loans, Loan Origination, Credit, Refinance, USDA, VA loans, Mortgage Lending, Underwriting, Banking

Texas Woman's University   2008 — 2009
Master of Business Administration (MBA)

Curt Wagner CLU, CLTC Curt Wagner CLU, CLTC Greater Minneapolis-St. Paul Area Details
Curt Wagner CLU, CLTC's MetLife Experience August 2015 - Present
Job Regional Sales Vice President MetLife
Industry Insurance
MetLife   August 2015 - Present
RiverSource Insurance   October 2011 - August 2015
RiverSource Insurance   January 2006 - August 2011

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

The American College   2005 — 2005
Chartered Life Underwriter(CLU)

University of St. Thomas   1995 — 1999
BA, Finance

Richard Ibarra, CFP® Richard Ibarra, CFP® Dallas/Fort Worth Area Details
Richard Ibarra, CFP®'s MetLife Experience May 2003 - Present
Job Financial Services Representative, CERTIFIED FINANCIAL PLANNER(TM) professional at MetLife
Industry Financial Services
MetLife   May 2003 - Present

Retirement Planning, Life Insurance, Investment Strategies, Estate Planning, Retirement Income...

Texas Tech University   1989 — 1993
BBA, Finance

B. Miles Harris, CFP® B. Miles Harris, CFP® Dallas/Fort Worth Area Details
B. Miles Harris, CFP®'s MetLife Experience January 2005 - Present
Job President of Harris Financial Group, Inc.
Industry Financial Services
MetLife   January 2005 - Present

Series 7, Retirement, Portfolio Management, Wealth Management, Retirement Planning, Insurance, Asset Management, Financial Planners, Investment Advisory

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 Tampa/St. Petersburg, Florida Area Details
Jeff A. Hoskins, CLU, ChFC's MetLife Experience January 1987 - December 1990
Job Personal Producing General Agent
Industry Financial Services
Hoskins Financial, LLC   February 2013 - Present
Northwestern Mutual Financial Network   March 1991 - February 2013
MetLife   January 1987 - December 1990

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

Jon David Palfreeman Jon David Palfreeman Fayetteville, Arkansas Area Details
Jon David Palfreeman's MetLife Experience December 2004 - October 2007
Job CEO / Founder at sphere wealth innovation
Industry Investment Management
sphere wealth innovation   October 2013 - Present
Merrill Lynch   October 2007 - September 2013
MetLife   December 2004 - October 2007
Southern Farm Bureau   August 1995 - December 2004

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

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 Greater New York City Area Details
Amy Rumpsa's MetLife Experience October 2007 - 2011
Job Staffing and Scheduling Coordinator at BrightStar Care
Industry Hospital & Health Care
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

Business Analysis, Project Management, Negotiation, Testing, Business Process, Marketing, Program Management, Process Improvement, Project Planning, Insurance, Leadership, Strategic Planning, Vendor Management

Texas Tech University   1996 — 1998
Political Science

Jerry Wade, LUTCF, CASL®, RICP® Jerry Wade, LUTCF, CASL®, RICP® Greater New York City Area Details
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
MetLife   June 2005 - Present
AQM   April 2000 - August 2005
PSEG   March 1996 - January 2000
United States Air Force   January 1986 - September 1990

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

The American College   2008 — 2014

University of Toledo   1984 — 1985
Electrical Engineering

John T. Holdorf, CLU ChFC John T. Holdorf, CLU ChFC United States Details
John T. Holdorf, CLU ChFC's MetLife Experience June 2009 - December 2014
Industry Financial Services
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

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

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 Elizabeth Sterrett Chesapeake, Virginia Details
Elizabeth Sterrett's MetLife Experience July 2007 - October 2009
Job Aviation structural mechanic third class at US Navy
Industry Military
Urban Outfitters   November 2013 - January 2014
US Navy   October 2009 - October 2013
MetLife   July 2007 - October 2009

Security Clearance, Military, Merchandising, Military Experience, Marketing, Styling, Fitness, Retail Marketing

The Art Institute of Virginia Beach   2013 — 2016
Bachelor's Degree, Fashion Merchandising

Penn State University   2005 — 2006

Gene Lanzoni Gene Lanzoni Greater New York City Area Details
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
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

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

The College of New Jersey   1978 — 1985

Notre Dame High School   1974 — 1978

David Schlesser,CLU,LUTCF David Schlesser,CLU,LUTCF Greater Chicago Area Details
David Schlesser,CLU,LUTCF's MetLife Experience 1992 - 1999
Job Agency Director at AIG Financial Network
Industry Financial Services
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

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

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 Houston, Texas Details
Anita Koo's MetLife Experience June 2002 - December 2008
Job District Sales Manager
Industry Retail
All About Accessories   July 2009 - Present
Premier Advertising   January 2009 - July 2009
MetLife   June 2002 - December 2008

Multilingual, People Skills, Problem Solving, Customer Service, Reliability, Building Customer..., Enthusiast, Highly motivated..., Sales, Marketing

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® Greater Chicago Area Details
Jennifer Yeaton, CLF®'s MetLife Experience July 2013 - Present
Job Advanced Markets Director at MetLife
Industry Financial Services
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

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

The American College   2012 — 2013
Chartered Leadership Fellow, Organizational Leadership

Todd Coco Todd Coco Charlotte, North Carolina Area Details
Todd Coco's MetLife Experience April 2014 - January 2015
Job Consumer Direct Mortgage
Industry Banking
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

Texas Tech University
Bachelor of Science, Hotel & Restaurant Management

Jane Rauscher Jane Rauscher Dallas, Texas Details
Jane Rauscher's MetLife Experience July 2010 - December 2014
Job Valuations Coordinator at Invesco
Industry 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

Underwriting, Valuation, Loan Servicing, Loan Documentation, Appraisals

Texas Tech University - Rawls College of Business   1998 — 2002
Finance, Real Estate

Shai Hematian Shai Hematian Greater New York City Area Details
Shai Hematian's MetLife Experience 2007 - December 2011
Job Independent Broker
Industry Financial Services
Self employed   May 2013 - Present
Aegon / World Financial Group, Inc.   November 2011 - May 2013
MetLife   2007 - December 2011
Yarongem   January 2001 - July 2007

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

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 Bellevue, Washington Details
Tyrel Lacey's MetLife Experience June 2012 - August 2013
Job Financial Planner at Mainspring Wealth Advisors
Industry Financial Services
Mainspring Wealth Advisors, an Independent Firm   August 2013 - Present
MetLife   June 2012 - August 2013
FK Lyn   June 2009 - June 2011

Personal Financial..., Retirement Planning, Wealth Management, Risk Management, Business Succession..., College Education..., Personal Tax Planning, Asset Allocation, 401k Rollovers

The American College   2013 — 2015
Certified Financial Planner Candidate : CFP

University of Tulsa   2004 — 2009
Bachelor of Business Administration (BBA), Finance

Steve Wingfield Steve Wingfield Raleigh-Durham, North Carolina Area Details
Steve Wingfield's MetLife Experience January 2014 - Present
Job Sr. Sourcing Consultant MetLife
Industry Insurance
MetLife   January 2014 - Present
Allstate   2011 - August 2013
Allstate   2009 - 2011
Allstate   2004 - 2008
Allstate   2000 - 2008
Allstate   1998 - 2000

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

The Citadel
Bachelor of Arts (B.A.), Modern Languages

Southeastern Baptist Theological Seminary
Master of Divinity (M.Div.), Ethics

Edward Agnew Edward Agnew Greater Milwaukee Area Details
Edward Agnew's MetLife Experience 1978 - 1987
Job VPWealth Advisory Services at Johnson Financial Group
Industry Insurance
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

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

University of Wisconsin-Whitewater   1974 — 1978
BBA, Marketing

The American College

Troy D Roddy, LUTCF Troy D Roddy, LUTCF Greater Chicago Area Details
Troy D Roddy, LUTCF's MetLife Experience March 1995 - May 2001
Job Owner, Regional Sales Manager at American Senior Benefits
Industry Insurance
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

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

The American College

Richard Beckey Richard Beckey Fort Collins, Colorado Details
Richard Beckey's MetLife Experience June 1988 - October 2010
Industry Financial Services
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

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

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 Greater Los Angeles Area Details
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
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

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

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 Orlando, Florida Details
Daryl Graham, CFP, ChFC, CLU's MetLife Experience July 1996 - February 2006
Job Retirement Planning Specialist
Industry Financial Services
Triad Advisors   2006 - Present
MetLife   July 1996 - February 2006
Prudential Financial   January 1989 - July 1996

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

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 Maqsood Mamawala, MBA, CLU, ChFC Hillsborough, New Jersey Details
Maqsood Mamawala, MBA, CLU, ChFC's MetLife Experience May 2001 - May 2002
Job Strategic Planner & Performance Consultant
Industry Financial Services
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

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

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 Portland, Maine Area Details
Jim Gavin LUTCF's MetLife Experience September 1999 - May 2003
Job General Securities Principal at National Independent Broker Dealer
Industry Financial Services
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

Retirement Planning, Fixed Annuities, Insurance, Mutual Funds, Investments, Retirement, Life Insurance, Portfolio Management, Financial Advisory, Health Insurance, Estate Planning, Property & Casualty...

American College   1993 — 1997
LUTCF, Business and Estate Planning

Dewaan Singh Dewaan Singh Melville, New York Details
Dewaan Singh's MetLife Experience May 1988 - August 2013
Job Financial Services Professional at MassMutual Greater Long Island
Industry Financial Services
MassMutual Greater Long Island   August 2013 - Present
MetLife   May 1988 - August 2013

Investments, Financial Analysis, Insurance, Business Networking, Retirement, Financial Services, Life Insurance

The American College

Jacqueline Liang Jacqueline Liang New York, New York Details
Jacqueline Liang's MetLife Experience June 2012 - August 2012
Job Client Services Analyst at Shareablee, Inc
Industry Marketing and Advertising
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

The College of New Jersey   2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance

Paramus High School   2006 — 2010

Russell Fields Russell Fields Amarillo, Texas Details
Russell Fields's MetLife Experience June 2002 - March 2003
Job Risk | Technology | Healthcare | Finance | Management & Consulting
Industry Insurance
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

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...

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 Bilal Pekdemir, Lutcf Fort Lee, New Jersey Details
Bilal Pekdemir, Lutcf's MetLife Experience October 2010 - January 2014
Job FARMERS AGENT at Farmers Insurance Group of Companies
Industry Insurance
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

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

The American College   1998 — 2002
LUTCF, Insurance, 3.75

Cambridge School   1989 — 1990
Lutcf, English Language and Literature/Letters

Jeffrey R. Salm, CLU, ChFC Jeffrey R. Salm, CLU, ChFC Greater Pittsburgh Area Details
Jeffrey R. Salm, CLU, ChFC's MetLife Experience 2007 - 2013
Job Director of Operations | AIG Financial Network
Industry Financial Services
AIG Financial Network   2014 - Present
Allstate   2013 - 2014
MetLife   2007 - 2013
Solenture, Inc.   2005 - 2006
Solenture, Inc.   1999 - 2005
Company - Position   1980 - 1999

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

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 Cleveland/Akron, Ohio Area Details
Matthew K. Whitson's MetLife Experience September 1996 - Present
Job Financial Services Representative / Investment Advisor Representative at MetLife
Industry Financial Services
MetLife   September 1996 - Present

The American College   2003 — 2003
Chartered Financial Consultant (ChFC®) Designation

Frank B. Miller, Jr. CLU, ChFC Frank B. Miller, Jr. CLU, ChFC Easton, Pennsylvania Details
Frank B. Miller, Jr. CLU, ChFC's MetLife Experience January 2008 - September 2011
Job Consultant
Industry Financial Services
Kforce Inc   August 2014 - Present
Wells Fargo Advisors   October 2013 - February 2014
Prudential Financial   September 2011 - July 2013
MetLife   January 2008 - September 2011

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

The American College   2011 — 2012

Saint Mary's College of Maryland   1986 — 1990
Bachelor of Arts (B.A.), Counseling Psychology

Elaine Saunders Elaine Saunders Nashua, New Hampshire Details
Elaine Saunders's MetLife Experience January 1986 - January 1996
Job Owner, Dynamic Introductions
Industry Consumer Services
Dynamic Introductions   September 2007 - Present
Great Expectations   December 1997 - March 2008
MetLife   January 1986 - January 1996

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

The American College

The College of Insurance

Gordon Gillespie Gordon Gillespie Port Orange, Florida Details
Gordon Gillespie's MetLife Experience May 2001 - July 2006
Job Owner, Allstate/ Gillespie Financial Services
Industry Insurance
Allstate/ Gillespie Financial Services   March 2005 - Present
MetLife   May 2001 - July 2006
Walt Disney World   October 1999 - May 2001

Insurance, Finance, Term Life Insurance, Life Insurance, Commercial Insurance, Property & Casualty..., Accounting, Sales, Disability Insurance, Umbrella Insurance

The American College   2000 — 2004
Fellowship, Life Underwriting & Financial Advisor

Shari L. Anders Shari L. Anders Greater Atlanta Area Details
Shari L. Anders's MetLife Experience January 1998 - August 2002
Job Account Director, Client Solutions at Meritain Health
Industry Health, Wellness and Fitness
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

Employee Benefits, Health Savings Accounts, Self-funded, Disability Insurance, Managed Care, New Business Development, Strategic Planning, Underwriting, Sales Management, Employee Wellness..., Sales Presentations, Renewals,, 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

Texas Tech University   1976 — 1980
B.S., Major: Fashion Merchandising, Minor: Marketing

Don Lambert Don Lambert Naples, Florida Area Details
Don Lambert's MetLife Experience January 2000 - January 2004
Job Retired Owner, Donald Lambert Insurance Services
Industry Financial Services
Donald Lambert Insurance Services   July 2015 - Present
MetLife   January 2000 - January 2004
General American Life   February 1975 - January 2004

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 Baltimore, Maryland Area Details
Garry Voith, CLU, LLIF's MetLife Experience 1978 - 1993
Industry Insurance
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

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

Towson University   1974 — 1978
BS, Mass Communications

Glen Burnie High School   1971 — 1974

The American College

University of Pennsylvania - The Wharton School

Bart Whitehouse Bart Whitehouse Charlotte, North Carolina Details
Bart Whitehouse's MetLife Experience August 2013 - Present
Job Internal Wholesaler at MetLife
Industry Wholesale
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

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

University of Louisville   1987 — 1991
BSBA, Finance

University of Louisville
BSBA, Finance

The American College
Certified Financial Planner

Eric Vanstory Eric Vanstory Dallas/Fort Worth Area Details
Eric Vanstory's MetLife Experience January 2009 - April 2012
Job Financial Consultant | Quality/Process Managment | Project Management
Industry Financial Services
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

Management, Integration, Series 7, Unix, Software Development, Project Planning, Series 6, Series 63, Process Improvement, Program Management, Project Management, Consulting, Cross-functional Team..., Telecommunications

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 Greater Pittsburgh Area Details
Darrin Mesick, LUTCF's MetLife Experience 2001 - 2007
Job Financial Advisor at PNC
Industry Professional Training & Coaching
PNC   July 2009 - Present
Sziklai Associates   January 2009 - Present
Prudential Financial   August 2007 - December 2008
MetLife   2001 - 2007
Prudential Financial   1987 - 1999

Training, Leadership, Recruiting, Strategy, Strategic Planning, Program Management, Budgets, Coaching, Management, Project Management, Consulting, Team Building, Human Resources, Sales

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® Tampa, Florida Details
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
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

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

The American College
Chartered Financial Consultant

University of Wisconsin-Madison
Bachelor's Degree, BS – Education

Jeffrey J Loiselle Jeffrey J Loiselle Greater New York City Area Details
Jeffrey J Loiselle's MetLife Experience November 1993 - Present
Job Financial Advisor / Financial Services Representative at MetLife
Industry Financial Services
MetLife   November 1993 - Present

Securities, Financial Services, Insurance, Finance, FINRA, Fixed Annuities, Life Insurance, Retirement, Term Life Insurance, Retirement Planning, Disability Insurance, Mutual Funds, Long Term Care Insurance

The American College   1994 — 2013
Chartered Life Underwriter, Insurance

Adam Hurd Adam Hurd Greater New York City Area Details
Adam Hurd's MetLife Experience October 2009 - Present
Job Financial Planner at Blue Ocean Wealth Solutions; an office of MetLife
Industry Financial Services
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

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...

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 Greater New York City Area Details
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
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

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

Villanova University   2004 — 2004
Master Certificate, Applied Project Management

The College of New Jersey   1993 — 1997
B.S., Finance

Ed Fuentes Ed Fuentes Austin, Texas Details
Ed Fuentes's MetLife Experience 1998 - 2006
Job Regional Sales Director at Empower Retirement
Industry Financial Services
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

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

Texas Tech University
Bachelor of Science (BS), Finance, General

Mark A. Smith, LUTCF Mark A. Smith, LUTCF Greater St. Louis Area Details
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
Smith & Peach Insurance Agency, Inc.   March 2014 - Present
Goodman Agency Inc.   October 2009 - March 2014
MetLife   November 2004 - September 2009

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

The American College   2006 — 2008
LUTCF, Insurance

Gillespie High School   1989 — 1990

Roxana High School   1986 — 1989

David Alshay, MSFS,CFP®,ChFc® David Alshay, MSFS,CFP®,ChFc® Greater Philadelphia Area Details
David Alshay, MSFS,CFP®,ChFc®'s MetLife Experience 1992 - Present
Job Financial Services Representative, Financial Adviser at MetLife
Industry Financial Services
MetLife   1992 - Present

The American College   2004 — 2005
Masters of Science in Financial Services

Brian Beeck Brian Beeck Sheboygan Falls, Wisconsin Details
Brian Beeck's MetLife Experience January 1996 - June 2004
Job Financial Advisor Edward Jones
Industry Investment Management
Sheboygan Falls School District   2009 - Present
Edward Jones   March 2005 - Present
MetLife   January 1996 - June 2004

Series 7, Series 6, Series 63

The American College   1996 — 1999
LUTCF, Life Underwriting

University Wisconsin-Milwaukee

Gina Ricci Gina Ricci Houston, Texas Details
Gina Ricci's MetLife Experience September 2006 - April 2011
Job Senior Recruiter at Donovan & Watkins
Industry Staffing and Recruiting
Donovan & Watkins, a BG Staffing company   June 2014 - Present
SNI Financial   February 2012 - May 2014
MetLife   September 2006 - April 2011

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

Texas Tech University
Bachelor's Degree, Communication Studies

Rachel Zoe Krasner Rachel Zoe Krasner Greater Philadelphia Area Details
Rachel Zoe Krasner's MetLife Experience 2003 - 2005
Industry Apparel & Fashion
Rotten Cotton Clothing LLC   September 2006 - December 2008
The Guardian   July 2005 - September 2007
Metlife   2003 - 2005
MetLife   March 1998 - June 2003

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 Greater New York City Area Details
Christine. Matuska's MetLife Experience 2015 - 2015
Job Strategic Account Manager at Pitney Bowes
Industry Consumer Services
Pitney Bowes   2007 - Present
MetLife   2015 - 2015
MetLife   2015 - 2015
Pitney Bowes   1997 - 2007
Pitney Bowes   1997 - 2007
Pitney Bowes   1987 - 1996

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,, 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

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 Deb d'Angelo Dallas/Fort Worth Area Details
Deb d'Angelo's MetLife Experience February 2014 - Present
Job Independent Beauty Consultant at Mary Kay Inc.
Industry Cosmetics
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

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

Texas Tech University   1999 — 2005
B.S, Communication Studies; Area of Study

Nasir Jaffry' ChFC, LUTCF Nasir Jaffry' ChFC, LUTCF Stratford, New Jersey Details
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
RNZ Wealth Management Group' LLC   1998 - Present
LPL Finanical   2000 - 2003
MetLife   1998 - 2000

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

The American College
ChFC, LUTCF, Financial Planning and Services

University of the Punjab, Lahore
Bachelor's degree, Political Science and Government

Elizabeth Battaglia Elizabeth Battaglia San Jose, California Details
Elizabeth Battaglia's MetLife Experience March 2010 - December 2013
Job Operations Manager at Pantheon Wealth Planning
Industry Financial Services
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

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

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 Orange County, California Area Details
Nathan Lew, CFP®, CLU, ChFC, RICP's MetLife Experience May 2007 - July 2015
Job Director Advanced Markets
Industry Financial Services
AXA US   August 2015 - Present
MetLife   May 2007 - July 2015
MetLife Investors   November 2003 - May 2007
Pacific Life   September 1999 - November 2003

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

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 Melissa Fraser Charleston, West Virginia Area Details
Melissa Fraser's MetLife Experience November 2004 - November 2011
Job Managing Director at Transamerica
Industry Financial Services
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

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,, Strategy, Term Life Insurance, Fixed Annuities

The American College   2007 — 2015

The American College   2003 — 2004
Registered Financial Consultant, Financial Planning

Frank Morizio, Jr., CLTC, LUTCF Frank Morizio, Jr., CLTC, LUTCF Greater New York City Area Details
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
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

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

Patricia Trombley Ball Patricia Trombley Ball Greater Nashville Area Details
Patricia Trombley Ball's MetLife Experience 2014 - Present
Job Regional Sales Vice President at MetLife
Industry Financial Services
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

Disability Insurance, Life Insurance, Retirement, Long-term Care, Retirement Planning, GSI, Employee Benefits, Financial Services

The American College

University of North Carolina School of the Arts
HS Diploma

Michele Love Michele Love Dallas/Fort Worth Area Details
Michele Love's MetLife Experience 2009 - 2009
Job Health & Welfare Consultant
Industry Insurance
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

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

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 Sacramento, California Details
Tom Bilotta's MetLife Experience January 2000 - January 2002
Job Market Director
Industry Insurance
Combined Insurance   Group Life wholesalerFarmers Insurance Group of CompaniesJanuary 2009 - January 2011
MetLife   January 2000 - January 2002
MetLife   January 1995 - January 2002

Adams State University
BA, MA, Elementary Education and Teaching

The American College
CLU, ChFC, Insurance & Investments

Nanette Bouvier Rediker Nanette Bouvier Rediker Washington D.C. Metro Area Details
Nanette Bouvier Rediker's MetLife Experience March 2006 - July 2008
Job Investment Consultant at Community Wealth Advisors
Industry Financial Services
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

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

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 Dallas/Fort Worth Area Details
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
MetLife   October 2010 - Present
Chase   June 2009 - September 2010
The Hartford   May 2008 - June 2009
AXA Advisors   May 2006 - May 2008

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

Texas Tech University - Rawls College of Business   2002 — 2006
BBA, Finance, Economics

Amanda Larkin Amanda Larkin Howell, New Jersey Details
Amanda Larkin's MetLife Experience March 2001 - Present
Job Sr Product Illustrations Consultant at MetLife
Industry Insurance
MetLife   March 2001 - Present
Bloomberg LP   1995 - 2001

The College of New Jersey   1991 — 1995
Bachelor's degree in Public Adminstration, Public Adminstration / Business

Shad Robertson Shad Robertson Dallas, Texas Details
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
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

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

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®. Sebastian, Florida Details
Kimberly Turner, CFP®, ChFC®, CLU®, CRPS®.'s MetLife Experience March 2012 - August 2014
Job Branch Financial Advisor at PNC Investments
Industry Financial Services
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

The American College   2011 — 2013
Master's degree, Financial Planning and Services

University of Florida
Bachelor's degree, Physician Assistant

Tom McNichol, LUTCF Tom McNichol, LUTCF Shelby, North Carolina Details
Tom McNichol, LUTCF's MetLife Experience October 1989 - Present
Job Financial Adviser, Financial Services Executive at MetLife
Industry Financial Services
MetLife   October 1989 - Present

Virginia Polytechnic Institute and State University
Bachelor of Science (B.S.) in Business, Marketing Management

The American College

Brian Ahmad, LUTCF Brian Ahmad, LUTCF Wilmington, North Carolina Details
Brian Ahmad, LUTCF's MetLife Experience April 2006 - Present
Job Financial Services Representative at MetLife
Industry Financial Services
MetLife   April 2006 - Present
MetLife Securities, Inc.   April 2006 - Present

Financial Services, Sales, Investments, Leadership, Life Insurance, Asset Allocation, Microsoft Office, Employee Benefits, Strategic Planning, Public Speaking

University of North Carolina at Wilmington   1991 — 1995
Bachelor of Arts (B.A.), Physical Education

The American College   2007 — 2011

Eric Munn Eric Munn Dallas/Fort Worth Area Details
Eric Munn's MetLife Experience September 2011 - January 2012
Job at Stearns Lending, LLC
Industry Financial Services
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

Texas Tech University   1997 — 2001
BBA, Finance

Tim Smith, CLU, ChFC Tim Smith, CLU, ChFC Greater New York City Area Details
Tim Smith, CLU, ChFC's MetLife Experience August 2007 - November 2012
Job Brokerage Manager, Georgetown Financial Group
Industry Financial Services
Georgetown Financial Group, Inc.   November 2012 - Present
MetLife   August 2007 - November 2012
MetLife Investors   August 2005 - August 2007
Travelers   June 1988 - July 2005

Business Planning, Estate Planning, Retirement Planning, Sales, Fixed Annuities, Financial Services, Series 6, Disability Insurance, Insurance, Retirement, Due Diligence, Wealth

The American College   1988 — 1992

University of Maryland College Park   1983 — 1987
BS, Finance

Ric Moore , FICF Ric Moore , FICF Oklahoma City, Oklahoma Area Details
Ric Moore , FICF's MetLife Experience June 2006 - March 2009
Job Field Agent at Knights of Columbus
Industry Insurance
Knights of Columbus   March 2009 - Present
MetLife   June 2006 - March 2009
Money Concepts   June 2004 - June 2006

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

The American College   2008 — 2013
Financial Planning and Services

University of Oklahoma   1980 — 1983
BS, Zoology

USAO   1978 — 1980

Curtis L. Catlin, CFP Curtis L. Catlin, CFP Naples, Florida Details
Curtis L. Catlin, CFP's MetLife Experience 1997 - 2006
Job Comprehensive Financial LLC
Industry Financial Services
Comprehensive Financial LLC   November 2012 - Present
FGCU Eagles Boosters   2011 - 2011
Metlife   1997 - 2006

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

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 Charlotte, North Carolina Area Details
Stu Chumney, CLU, ChFC's MetLife Experience July 2005 - December 2009
Job Regional Vice President Mid Atlantic Region at AXA US
Industry Insurance
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

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

The American College   1990 — 1992

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® Greater Philadelphia Area Details
Robert C. McMaster, CFP®'s MetLife Experience June 2002 - Present
Job Financial Advisor at MetLife
Industry Investment Management
MetLife   June 2002 - Present
John Hancock Life Insurance Company (U.S.A.)   July 1999 - June 2002

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 Rehoboth Beach, Delaware Details
David Bocchino's MetLife Experience October 2005 - July 2010
Job President of Kingdom Wealth, LLC/Top 1% most viewed LinkedIn profiles
Industry Financial Services
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

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

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 Endicott, New York Details
Martin R. Simonds's MetLife Experience July 1996 - December 2000
Job Company owner of ASI Financial Services
Industry Financial Services
ASI Financial Services   April 1994 - Present
MetLife   July 1996 - December 2000

Business Analysis, Financial Analysis, Business Strategy, Customer Service, Estate Planning, Retirement Planning, Life, Health, Long Term..., Charitable Gift Planning

The American College   1971 — 1974
Lutcf, Insurance

Northrup University Inglewood, CA   1964 — 1968
BS, Engineering

Bradford Whiteley Bradford Whiteley Montclair, New Jersey Details
Bradford Whiteley's MetLife Experience May 2013 - July 2015
Job Fitness Trainer Motion Fitness
Industry Health, Wellness and Fitness
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

The College of New Jersey   2009 — 2013
Bachelor's Degree, Kinesiology and Exercise Science

Kim Tanner Kim Tanner Keller, Texas Details
Kim Tanner's MetLife Experience October 1986 - February 1995
Job Executive Director
Industry Philanthropy
The Jenesis Group   February 1995 - Present
MetLife   October 1986 - February 1995

Texas Tech University   1983 — 1987
Bachelor of Business Administration (BBA), Finance

Frisco High School   1979 — 1983

Marcia Wooley, CFP Marcia Wooley, CFP Greater Denver Area Details
Marcia Wooley, CFP's MetLife Experience November 2009 - Present
Job Director of Financial Planning Advisory Services and Operations at MetLife
Industry Financial Services
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

Retirement Planning, Financial Advisory, Leadership, Financial Services, Insurance, Strategic Financial..., Wealth Management, Retirement, Estate Planning, Investment Advisory

Texas Tech University   1995 — 1997
BS, Family Financial Planning

Texas Tech University   1991 — 1995
Bachelor of Interior Design

Hamilton High School

Sheryl Givings Sheryl Givings Lewisville, Texas Details
Sheryl Givings's MetLife Experience July 2012 - September 2013
Job Testing Coordinator at North Central Texas College
Industry Education Management
North Central Texas College   April 2014 - Present
MetLife   July 2012 - September 2013
North Central Texas College   October 2005 - February 2012

Customer Service, Event Planning, Microsoft Office, Research, Public Speaking, PowerPoint, Nonprofits

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

Suzy Parchman Suzy Parchman Dallas/Fort Worth Area Details
Suzy Parchman's MetLife Experience 1982 - 1985
Job Librarian, Lily B. Clayton Elementary at Fort Worth ISD
Industry Libraries
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

Teaching, Editing, Writing, Higher Education, Grant Writing, Curriculum Design, Basic Spanish Skills, Staff Development

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


Art Henry Art Henry Greater Philadelphia Area Details
Art Henry's MetLife Experience 2011 - October 2012
Job Application Developer at Lincoln Financial Group
Industry Insurance
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

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

Philadelphia Musical Academy   1969 — 1974
Bachelor's Degree Education, Bachelors Degree Music

The American College

Dana Macri, CLU Dana Macri, CLU Tampa/St. Petersburg, Florida Area Details
Dana Macri, CLU's MetLife Experience May 1998 - August 2005
Job Case Manager at Advantica
Industry Insurance
Advantica   July 2015 - Present
Guardian Life   April 2006 - June 2015
MetLife   May 1998 - August 2005
Guardian Life   June 1982 - May 1998

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

The American College   1989 — 1992
Chartered Life Underwriter, Insurance and Estate Planning

David Cureton, MBA, RICP David Cureton, MBA, RICP Baltimore, Maryland Area Details
David Cureton, MBA, RICP's MetLife Experience January 2004 - April 2007
Job We Help You Retire Your Way!
Industry Financial Services
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

The American College   2013 — 2014
Retirement Income Certified Professional (RICP)

Duke University - The Fuqua School of Business   1986 — 1988

University of Wisconsin-Stout   1970 — 1973

Kim Falbo (LION) Kim Falbo (LION) Tampa/St. Petersburg, Florida Area Details
Kim Falbo (LION)'s MetLife Experience 1993 - 1994
Job Falbo Retirement Solutions & Carrollwood Insurance
Industry Financial Services
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

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

The American College   2014 — 2016
Financial Planning

The American College   2003 — 2006

University of South Florida   1985 — 1992
Bachelor's degree, Business

Patrick Umphrey, CLU, ChFC, FLMI Patrick Umphrey, CLU, ChFC, FLMI San Diego, California Details
Patrick Umphrey, CLU, ChFC, FLMI's MetLife Experience 2001 - 2005
Job Sr. Sales/Training Manager
Industry Insurance
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

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

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

Terri Hoffman, CLU Terri Hoffman, CLU Austin, Texas Area Details
Terri Hoffman, CLU's MetLife Experience 2010 - 2012
Job Vice President of Distribution Planning, AIG Financial Network
Industry Insurance
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

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

The American College   1997 — 2002
Chartered Life Underwriter, CLU

Widener University   1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General

Alnore Deen Alnore Deen Sacramento, California Area Details
Alnore Deen's MetLife Experience 2008 - 2009
Job Principal/Founder at Deen Associates
Industry Financial Services
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

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

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

Candace Davis, CLU Candace Davis, CLU Dallas/Fort Worth Area Details
Candace Davis, CLU's MetLife Experience August 2005 - September 2010
Job Regional Vice President at Prudential
Industry Financial Services
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

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...

The American College

University of Washington
Bachelor's degree, Law, Society & Justice

University of Washington
Bachelor's degree, Sociology

Dean J. Aerts Dean J. Aerts Green Bay, Wisconsin Details
Dean J. Aerts's MetLife Experience 2001 - 2003
Job Owner / Financial Consultant with Financial Freedom
Industry Financial Services
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

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

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

Freedom High School   1993 — 1996

Deb Poland Deb Poland Tampa/St. Petersburg, Florida Area Details
Deb Poland's MetLife Experience 1986 - 2009
Job Financial Services Professional
Industry Financial Services
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

The American College   1996 — 2000
Master of Science Degree, Management Studies

dhun engineer dhun engineer San Francisco Bay Area Details
dhun engineer's MetLife Experience 1992 - 2003
Job Financial services rep. at Independent life and medical agent
Industry Insurance
Independent life and medical agent   March 1992 - Present
MetLife   1992 - 2003

Disability Insurance, Term Life Insurance, Fixed Annuities, Whole Life, Employee Benefits, Life Insurance, Long Term Care Insurance, Retirement Planning

The American College   1996 — 1999
ChFC, Insurance

Ellen (Finnegan) Abbey Ellen (Finnegan) Abbey Tampa/St. Petersburg, Florida Area Details
Ellen (Finnegan) Abbey's MetLife Experience October 2006 - September 2013
Job Senior Underwriter at Lincoln Financial Group
Industry Insurance
Lincoln Financial Group   September 2013 - Present
Metlife   October 2006 - September 2013
HealthPlan Services   June 2005 - October 2006
Medco Health Solutions   September 1993 - June 2005

Life Insurance, Term Life Insurance, FALU, FLMI, ACS, Medical Underwriting, Customer Service, Health Insurance, Whole Life, Universal Life, Group Insurance, Underwriting

The American College

Frank Giordano Frank Giordano Tampa, Florida Details
Frank Giordano's MetLife Experience January 1991 - December 2000
Job Financial Planner
Industry Financial Services
Self-employed   January 2001 - Present
MetLife   January 1991 - December 2000
John Hancock Financial Services   November 1969 - December 1990

Retirement Planning, Investments, Portfolio Management, Retirement, Investment Advisory, Estate Planning, Financial Analysis, Financial Advisory, Investment Strategies

The American College
Chartered Life Underwriter and Chartered Financial Consultant

Jeffrey L. Schroeder Jeffrey L. Schroeder Greater Milwaukee Area Details
Jeffrey L. Schroeder's MetLife Experience August 2014 - Present
Job Financial Services Representative / Financial Advisor at MetLife
Industry Financial Services
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

The American College

University of Wisconsin - Milwaukee

Jessica Pinson, LUTCF Jessica Pinson, LUTCF Greater Philadelphia Area Details
Jessica Pinson, LUTCF's MetLife Experience 2005 - 2011
Job Director of Operations and Registered Principal
Industry Financial Services
MetLife   2005 - 2011

Insurance, Small Business, Executive Management, Customer Service, Customer Retention, Process Improvement, Recruiting, Team Building, Operations Management, Strategic Planning

The American College

The School For Film and Television
Acting, Meisner Method

Massena Central High School

Jill Cooper, CFP® Jill Cooper, CFP® Greater New York City Area Details
Jill Cooper, CFP®'s MetLife Experience 1993 - 1997
Job Vice President at Capacity Benefits and Financial Services
Industry Financial Services
Capacity Benefits and Financial Services   2001 - Present
Lincoln Financial Advisors   1997 - 2001
MetLife   1993 - 1997

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

The George Washington University   1981 — 1985
BBA, Finance

The American College

Kenneth L. Sanford, CLU Kenneth L. Sanford, CLU Greater Atlanta Area Details
Kenneth L. Sanford, CLU's MetLife Experience 1996 - 2004
Job Life and Annuity Distribution Executive
Industry Financial Services
The American College   July 2007 - January 2012
Crump Insurance (Bisys)   December 2004 - November 2006
MetLife   1996 - 2004
Prudential Financial   July 1975 - November 1996

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

Millersville University of Pennsylvania
MA, French

The American College

University of Pittsburgh
BS, Psychology, French

Lisa Simos, CLU Lisa Simos, CLU Greater Chicago Area Details
Lisa Simos, CLU's MetLife Experience 1995 - 1998
Job Senior Advisor at CVS Caremark Corporation
Industry Program Development
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

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

American College   1998 — 2001
CLU, Charterd Life Underwriter

University at Buffalo   1988 — 1993
BA, Social Sciences

Freehold Boro High School   1984 — 1988

Louis Cook, LUTCF, CLTC, RFC Louis Cook, LUTCF, CLTC, RFC Staten Island, New York Details
Louis Cook, LUTCF, CLTC, RFC's MetLife Experience February 1995 - June 2009
Job Owner/Vice President at Special Needs Team LLC
Industry Financial Services
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

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

The American College
Financial Planning & Consulting

ROBERT SIBARIUM's MetLife Experience 1991 - 2004
Job President WallStreet Planning Associates,Inc,,Managing Partner,Midnite Enterprises,llc, Midnite One LLC
Industry Entertainment
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

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

The American College   1989 — 1993


Sal Gagliardi Sal Gagliardi Greater Philadelphia Area Details
Sal Gagliardi's MetLife Experience January 1998 - January 2004
Job registered rep at Independent Contractor
Industry Design
Essex Securities LLC   April 2004 - Present
American General Life Companies   January 2004 - Present
MetLife   January 1998 - January 2004

Investments, Fixed Annuities, Insurance, Mutual Funds, Variable Annuities, Long Term Care Insurance

The American College   1998 — 1999

Steven McLeod,CLU,ChFC Steven McLeod,CLU,ChFC Savannah, Georgia Area Details
Steven McLeod,CLU,ChFC's MetLife Experience September 1988 - September 1998
Job NVP, Core Agency Business Development
Industry Financial Services
Ameritas Life Insurance Corp.   September 1998 - Present
MetLife   September 1988 - September 1998

Recruiting, Financial Modeling, Revenue Analysis, Cash Flow, Profit, Deal Execution, Resource Allocation

The American College
CLU, ChFC, Insurance

Elizabeth A. West Elizabeth A. West Washington D.C. Metro Area Details
Elizabeth A. West's MetLife Experience December 2010 - Present
Job Examiner at MetLife
Industry Financial Services
MetLife   December 2010 - Present
MetLife   February 2000 - December 2008

Financial Analysis, Microsoft Office, Risk Management, Policy

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

Jackelyn Hoffses Jackelyn Hoffses Worcester, Massachusetts Details
Jackelyn Hoffses's MetLife Experience March 2015 - Present
Job Senior Claim Specialist at MetLife
Industry Insurance
MetLife   March 2015 - Present
Unum   March 2006 - March 2015

The Catholic University of America   2001 — 2005

Joseph DeFeo Joseph DeFeo Manchester, Connecticut Details
Joseph DeFeo's MetLife Experience October 2012 - Present
Job CSR Group Annuities at MetLife
Industry Insurance
MetLife   October 2012 - Present
GMHC   2005 - 2007


The Catholic University of America   1994 — 1998
Drama, Theater, philosophy, 3.8

Steve Clifford Steve Clifford Charlotte, North Carolina Area Details
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
Great Lakes & Atlantic Wealth Management & Advisory Partners, Inc.   January 2015 - Present
Ro Morrison & Associates   May 2013 - Present
MetLife   November 2001 - November 2012

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

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

Mike Killion Mike Killion Greater New York City Area Details
Mike Killion's MetLife Experience February 2012 - Present
Job VP Global Transfer Pricing at MetLife
Industry Insurance
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

Tax, Transfer Pricing, Sarbanes-Oxley Act, Financial Reporting, Strategic Financial..., Mergers, Due Diligence, Budgets, Accounting, Managerial Finance, Auditing, Internal Controls, Risk Management, Corporate Finance

The College of New Jersey   1992 — 1996

Michael T. Vitale Michael T. Vitale Greater New York City Area Details
Michael T. Vitale's MetLife Experience February 2009 - December 2009
Job UX Design Lead at Quidsi (an Amazon company)
Industry Internet
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

Information Architecture, User Experience, Usability, Wireframes, Heuristic Evaluation, User Interface, Interaction Design, Usability Engineering, E-commerce, Content Management

The College of New Jersey   1992 — 1995
BA, Graphic design, web design

Robert Newkirk Robert Newkirk Greater Philadelphia Area Details
Robert Newkirk's MetLife Experience March 2010 - April 2014
Job Business & Systems Analyst, Software Engineer & Developer, Accounting Manager
Industry Information Technology and Services
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

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

The College of New Jersey   1991 — 1995
Bachelor's, Accounting

Neshaminy High School   1988 — 1991

Tim Raczko Tim Raczko Greater New York City Area Details
Tim Raczko's MetLife Experience May 2010 - Present
Job Senior Actuarial Associate at MetLife
Industry Insurance
MetLife   May 2010 - Present
Merrill Lynch   September 2009 - December 2009

SAS, Insurance, Music Festivals, Risk Management, VBA, Financial Modeling

The College of New Jersey   2007 — 2010
Economics, Statistics

Christopher Maarberg Christopher Maarberg Greater New York City Area Details
Christopher Maarberg's MetLife Experience 2004 - Present
Job Manager at MetLife
Industry Investment Management
MetLife   2004 - Present
Travelers Life & Annuity   2004 - 2005
Prudential Financial   August 2000 - September 2003

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

The College of New Jersey   1993 — 1997
BS, Management

Danielle Saraceno Danielle Saraceno Bridgewater, New Jersey Details
Danielle Saraceno's MetLife Experience September 2013 - February 2015
Job Actuarial Associate at MetLife Inc.
Industry Insurance
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

Microsoft Office, Microsoft Access, Poly Systems Measure

The College of New Jersey   2009 — 2013
B.A., Bacheor of Arts (May 2013), Secondary Mathematics Education, 3.67 Cumulative GPA

Elaine Coccaro Elaine Coccaro Greater New York City Area Details
Elaine Coccaro's MetLife Experience 2013 - 2014
Job Marketing Project/Program Manager III at Sprint Prepaid
Industry Marketing and Advertising
Sprint Prepaid   2014 - Present
MetLife   2013 - 2014
Sprint Prepaid   March 2013 - June 2013
R. DeLuca Associates   2010 - 2011
ECDesign LLC   January 2000 - 2010

Creative Direction, Direct Marketing, Direct Mail, Newsletters, Marketing, Brochures, Digital Marketing, Management, Trade Shows, Integrated Marketing, Social Media

The College of New Jersey
BA, Advertising

Elisa Torres Elisa Torres Greater New York City Area Details
Elisa Torres's MetLife Experience June 2005 - August 2005
Job Sales Representative and Field Sales Trainer at Ethicon
Industry Hospital & Health Care
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

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

The College of New Jersey   2004 — 2008
BS in Business Administration, Marketing

Glenn McClaskey Glenn McClaskey Greater Philadelphia Area Details
Glenn McClaskey's MetLife Experience October 1994 - October 1995
Job Regional Manager at Natural Chemistry
Industry Chemicals
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

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

The College of New Jersey   1990 — 1994
Bachelor of Arts, Political Science