MetLife Brokerage
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MetLife Brokerage Employees
Employee
Years
Job
Industry
Alex DiPasquale, ChFC, FLMI Alex DiPasquale, ChFC, FLMI's MetLife Brokerage Experience 1993 - 1995
Job Scrum Master at Transamerica
Industry Computer Software
Experience
Transamerica May 2015 - Present
Transamerica May 2012 - Present
Insurance Technologies August 2006 - February 2012
AEGON April 2001 - April 2002
MetLife 2000 - 2000
Metropolitan Life Insurance Company 1996 - 2000
MetLife 1995 - 1996
MetLife Brokerage 1993 - 1995
MetLife Financial Services 1987 - 1993
Metropolitan Life Insurance Company 1984 - 1987
Skills
Compliance, Insurance, Writing, Administration, Business Analysis, Requirements Analysis, Excel, Strategic Planning, Life Insurance, Marketing, Microsoft Excel, Variable Annuities, Fixed Annuities, Sales, System Administration, Management, Analysis, Software Development, Training, Testing, Mutual Funds, Process Improvement, Software Documentation, Vendor Management, Program Management, SDLC, Requirements Gathering, Visio, Business Requirements, Quality Assurance, Financial Services, User Acceptance Testing, Software Project..., CRM, Agile Methodologies, Software Quality..., Change Management, PMP, Risk Management, Business Intelligence, IT Strategy, Requirements Management
Education
University of Colorado at Colorado Springs 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Transamerica May 2015 - Present
Transamerica May 2012 - Present
Insurance Technologies August 2006 - February 2012
AEGON April 2001 - April 2002
MetLife 2000 - 2000
Metropolitan Life Insurance Company 1996 - 2000
MetLife 1995 - 1996
MetLife Brokerage 1993 - 1995
MetLife Financial Services 1987 - 1993
Metropolitan Life Insurance Company 1984 - 1987
Skills
Compliance, Insurance, Writing, Administration, Business Analysis, Requirements Analysis, Excel, Strategic Planning, Life Insurance, Marketing, Microsoft Excel, Variable Annuities, Fixed Annuities, Sales, System Administration, Management, Analysis, Software Development, Training, Testing, Mutual Funds, Process Improvement, Software Documentation, Vendor Management, Program Management, SDLC, Requirements Gathering, Visio, Business Requirements, Quality Assurance, Financial Services, User Acceptance Testing, Software Project..., CRM, Agile Methodologies, Software Quality..., Change Management, PMP, Risk Management, Business Intelligence, IT Strategy, Requirements Management
Education
University of Colorado at Colorado Springs 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Pamela Hill Sharp Pamela Hill Sharp's MetLife Brokerage Experience 1991 - 1998
Job Owner of Sharps Hill Vineyards
Industry Wine and Spirits
Experience
Pamela Hill Sharp January 2015 - Present
Sharp's Hill Vineyards August 2006 - Present
Vinoteca Wine Bar January 2009 - September 2011
MetLife Brokerage 1991 - 1998
Skills
Vineyard, Wineries, Winemaking, Public Relations, Marketing, Event Planning, Recruiting, Training, Wine Tasting, Management, Wine, Hospitality, Beer, Event Management, Food & Beverage, Alcoholic Beverages, Marketing Strategy, Parties, Food, Sales Management, Restaurants, Sales, Social Media Marketing, Gourmet, Social Networking
Education
University of The Arts 1982 — 1986
Bachelor of Fine Arts (B.F.A.), Film and Animation
Court of the Masters
Level One Sommelier, Sommelier training
Pamela Hill Sharp January 2015 - Present
Sharp's Hill Vineyards August 2006 - Present
Vinoteca Wine Bar January 2009 - September 2011
MetLife Brokerage 1991 - 1998
Skills
Vineyard, Wineries, Winemaking, Public Relations, Marketing, Event Planning, Recruiting, Training, Wine Tasting, Management, Wine, Hospitality, Beer, Event Management, Food & Beverage, Alcoholic Beverages, Marketing Strategy, Parties, Food, Sales Management, Restaurants, Sales, Social Media Marketing, Gourmet, Social Networking
Education
University of The Arts 1982 — 1986
Bachelor of Fine Arts (B.F.A.), Film and Animation
Court of the Masters
Level One Sommelier, Sommelier training
Karen Schwenk Karen Schwenk's MetLife Brokerage Experience 1996 - 1998
Job Independent Financial Advisor
Industry Financial Services
Experience
Lincoln Investment Planning September 1999 - Present
CitiGroup January 1998 - January 1999
Fisher Investments 1999 - 1999
MetLife Brokerage 1996 - 1998
Baja Joe's Tacos January 1992 - January 1993
Skills
Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, Wealth Management, Series 7, Investments, Securities, Strategic Financial..., Public Speaking, Investment Advisory, Pensions, Asset Managment
Education
San Francisco State University 1993 — 1995
BA, Marketing & Industrial Psychology
Northgate HS
Lincoln Investment Planning September 1999 - Present
CitiGroup January 1998 - January 1999
Fisher Investments 1999 - 1999
MetLife Brokerage 1996 - 1998
Baja Joe's Tacos January 1992 - January 1993
Skills
Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, Wealth Management, Series 7, Investments, Securities, Strategic Financial..., Public Speaking, Investment Advisory, Pensions, Asset Managment
Education
San Francisco State University 1993 — 1995
BA, Marketing & Industrial Psychology
Northgate HS
Ed Curtin Ed Curtin's MetLife Brokerage Experience June 1993 - December 2000
Job Regional Director at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) January 2001 - Present
MetLife Brokerage June 1993 - December 2000
Prudential Select Brokerage June 1980 - June 1993
Skills
Retirement Planning, Retirement, Insurance, Fixed Annuities
Education
American College 1992 — 1995
Master of Science in Financial Services, Financial Services
Drew University 1976 — 1980
Bachelor of Arts
John Hancock Life Insurance Company (U.S.A.) January 2001 - Present
MetLife Brokerage June 1993 - December 2000
Prudential Select Brokerage June 1980 - June 1993
Skills
Retirement Planning, Retirement, Insurance, Fixed Annuities
Education
American College 1992 — 1995
Master of Science in Financial Services, Financial Services
Drew University 1976 — 1980
Bachelor of Arts
Jeffrey Marks CLU®, ChFC®, AEP®, AIF® Jeffrey Marks CLU®, ChFC®, AEP®, AIF®'s MetLife Brokerage Experience October 1989 - December 1991
Job Owner Prime Financial Strategies, Inc.
Industry Financial Services
Experience
Prime Financial Strategies, Inc. January 1989 - Present
National Planning Corporation (NPC) February 2001 - Present
National Planning Corporation (NPC) 2004 - 2015
Metlife Brokerage October 1989 - December 1991
Commercial Bankers Life October 1987 - October 1989
First Colony Life January 1986 - October 1987
Skills
Retirement Planning, Estate Planning, Disability Insurance, Long Term Care Insurance, Financial Education, Personal Financial..., Corporate Benefits, Life Insurance, Health Insurance, Risk Management, Debt Management, Cash Flow Management, Insurance, Fixed Annuities, Retirement, Financial Services, Cash Flow, Strategic Financial..., Financial Advisory, Long-term Care, IRAs, 401k, Financial Planners
Education
The American College
Chartered Financial Consultant, ChFC Designation.
The American College
Chartered Life Underwriter, CLU Designation.
Coe College 1974 — 1978
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Prime Financial Strategies, Inc. January 1989 - Present
National Planning Corporation (NPC) February 2001 - Present
National Planning Corporation (NPC) 2004 - 2015
Metlife Brokerage October 1989 - December 1991
Commercial Bankers Life October 1987 - October 1989
First Colony Life January 1986 - October 1987
Skills
Retirement Planning, Estate Planning, Disability Insurance, Long Term Care Insurance, Financial Education, Personal Financial..., Corporate Benefits, Life Insurance, Health Insurance, Risk Management, Debt Management, Cash Flow Management, Insurance, Fixed Annuities, Retirement, Financial Services, Cash Flow, Strategic Financial..., Financial Advisory, Long-term Care, IRAs, 401k, Financial Planners
Education
The American College
Chartered Financial Consultant, ChFC Designation.
The American College
Chartered Life Underwriter, CLU Designation.
Coe College 1974 — 1978
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Muriel Petri CLU, ChfC's MetLife Brokerage Experience 1994 - 1998
Job President at Insurance Marketing Alliances, USA LLC
Industry Marketing and Advertising
Experience
Insurance Marketing Alliances, USA LLC September 2013 - Present
Petri Consulting Group September 1998 - Present
MetLife Brokerage 1994 - 1998
Equitable 1985 - 1995
Skills
Marketing, Direct Marketing, Strategic Planning, Marketing Strategy, Social Media Marketing, Business Strategy, Insurance, Marketing Communications, Project Management, Email Marketing, Business Development, Strategy, Business Planning, CRM, Leadership
Education
Long Island University, C.W. Post Campus
Bachelor of Science (BS), Economics
Insurance Marketing Alliances, USA LLC September 2013 - Present
Petri Consulting Group September 1998 - Present
MetLife Brokerage 1994 - 1998
Equitable 1985 - 1995
Skills
Marketing, Direct Marketing, Strategic Planning, Marketing Strategy, Social Media Marketing, Business Strategy, Insurance, Marketing Communications, Project Management, Email Marketing, Business Development, Strategy, Business Planning, CRM, Leadership
Education
Long Island University, C.W. Post Campus
Bachelor of Science (BS), Economics
Roderick Hansen, CFP, CLU, ChFC, AEP's MetLife Brokerage Experience 1994 - 1998
Job Consultant
Industry Insurance
Experience
Currently "retired" - more details of future plans to follow January 2012 - Present
Pacific Life September 1998 - July 2011
MetLife Brokerage 1994 - 1998
Metropolitan Life Insurance Company 1994 - 1996
Prudential Insurance Company 1989 - 1994
Prudential Insurance Company 1983 - 1989
Prudential Insurance Co-Group Dept 1976 - 1983
ITT Financial Services 1974 - 1975
Barnett Banks of FL 1973 - 1974
Walt Disney World 1971 - 1972
Education
Florida State University - College of Business 1975 — 1976
MBA, Finance-Insurance
Stetson University 1968 — 1972
BBA, Finance
Currently "retired" - more details of future plans to follow January 2012 - Present
Pacific Life September 1998 - July 2011
MetLife Brokerage 1994 - 1998
Metropolitan Life Insurance Company 1994 - 1996
Prudential Insurance Company 1989 - 1994
Prudential Insurance Company 1983 - 1989
Prudential Insurance Co-Group Dept 1976 - 1983
ITT Financial Services 1974 - 1975
Barnett Banks of FL 1973 - 1974
Walt Disney World 1971 - 1972
Education
Florida State University - College of Business 1975 — 1976
MBA, Finance-Insurance
Stetson University 1968 — 1972
BBA, Finance
Rick Keidan CLU, ChFC's MetLife Brokerage Experience 1992 - 1997
Job The Life Insurance Professional's Professional
Industry Insurance
Experience
Highland Capital Brokerage January 2014 - Present
Highland Capital Brokerage 2007 - January 2014
Highland Capital Brokerage December 2002 - June 2007
Highland Capital Holding Corp October 2004 - April 2005
Highland Capital Brokerage November 2001 - December 2002
Phoenix Life Insurance Company 1999 - 2002
WS Griffith 1998 - 2001
Metropolitan Life Insurance Company 1994 - 1999
MetLife Brokerage 1992 - 1997
Skills
Life Insurance, Disability Insurance, Retirement Planning, Estate Planning, Long Term Care Insurance, Whole Life, Fixed Annuities, Underwriting, Risk Management, Health Insurance, Insurance, Long-term Care, Retirement, Term Life Insurance, Series 6, Series 63, Brokers, 401k, Wealth Management, Financial Advisory, Series 7, Financial Planners, Mutual Funds, IRAs, Variable Annuities, Strategic Financial..., Financial Services, Wealth, Securities, Employee Benefits, Series 65, Investments, Pensions, FINRA, Business Planning
Education
Penn State University
The American College
Chartered Life Underwriter and Chartered Financial Consultant
Highland Capital Brokerage January 2014 - Present
Highland Capital Brokerage 2007 - January 2014
Highland Capital Brokerage December 2002 - June 2007
Highland Capital Holding Corp October 2004 - April 2005
Highland Capital Brokerage November 2001 - December 2002
Phoenix Life Insurance Company 1999 - 2002
WS Griffith 1998 - 2001
Metropolitan Life Insurance Company 1994 - 1999
MetLife Brokerage 1992 - 1997
Skills
Life Insurance, Disability Insurance, Retirement Planning, Estate Planning, Long Term Care Insurance, Whole Life, Fixed Annuities, Underwriting, Risk Management, Health Insurance, Insurance, Long-term Care, Retirement, Term Life Insurance, Series 6, Series 63, Brokers, 401k, Wealth Management, Financial Advisory, Series 7, Financial Planners, Mutual Funds, IRAs, Variable Annuities, Strategic Financial..., Financial Services, Wealth, Securities, Employee Benefits, Series 65, Investments, Pensions, FINRA, Business Planning
Education
Penn State University
The American College
Chartered Life Underwriter and Chartered Financial Consultant
Cedric Edwards's MetLife Brokerage Experience January 1993 - January 1995
Job Business consultant
Industry Insurance
Experience
Aon Insurance MarketingBusiness consultantIAGJune 2011 - August 2012
Zurich Financial Services March 2008 - March 2011
PENN INSURANCE COMPANY August 2005 - July 2007
MID-AMERICA AGENCY SERVICES, INC March 2002 - August 2005
Self Employed January 1995 - January 2001
METLIFE BROKERAGE January 1993 - January 1995
OLD LINE LIFE INSURANCE January 1991 - January 1993
ALLSTATE INSURANCE COMPANY January 1990 - January 1991
BANNER LIFE INSURANCE COMPANY January 1987 - January 1989
Mutual of Omaha January 1985 - January 1987
Skills
Reinsurance, Insurance, General Insurance, Brokers, Liability, Life Insurance, Claim, Professional Liability, Disability Insurance, Financial Risk, Health Insurance, Risk Management, Term Life Insurance, Underwriting, Claims Management, Investments
Education
Fordham University
MBA, Finance
Wayne State College
BS, Marketing
Aon Insurance MarketingBusiness consultantIAGJune 2011 - August 2012
Zurich Financial Services March 2008 - March 2011
PENN INSURANCE COMPANY August 2005 - July 2007
MID-AMERICA AGENCY SERVICES, INC March 2002 - August 2005
Self Employed January 1995 - January 2001
METLIFE BROKERAGE January 1993 - January 1995
OLD LINE LIFE INSURANCE January 1991 - January 1993
ALLSTATE INSURANCE COMPANY January 1990 - January 1991
BANNER LIFE INSURANCE COMPANY January 1987 - January 1989
Mutual of Omaha January 1985 - January 1987
Skills
Reinsurance, Insurance, General Insurance, Brokers, Liability, Life Insurance, Claim, Professional Liability, Disability Insurance, Financial Risk, Health Insurance, Risk Management, Term Life Insurance, Underwriting, Claims Management, Investments
Education
Fordham University
MBA, Finance
Wayne State College
BS, Marketing
Edith Clifford's MetLife Brokerage Experience 1986 - 1998
Job Administrative Operations Professional
Industry Nonprofit Organization Management
Experience
Room At The Inn of The Triad Inc. January 2007 - Present
St. Katharine Drexel Church July 2001 - March 2006
St. Mark Church 1991 - 2004
St. Mark Church 1991 - 2004
MetLife Brokerage 1986 - 1998
Skills
Fundraising, Nonprofits, Event Planning, Public Speaking, Event Management, Non-profits, Research, Human Resources, Microsoft Office, Microsoft Excel, Customer Service, Strategic Planning, Social Media, Public Relations, Non-Profit Management, Liturgical Music, Liturgy, Stewardship, Community Outreach, Leadership, Volunteer Management
Education
NYIT 1972 — 1977
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Room At The Inn of The Triad Inc. January 2007 - Present
St. Katharine Drexel Church July 2001 - March 2006
St. Mark Church 1991 - 2004
St. Mark Church 1991 - 2004
MetLife Brokerage 1986 - 1998
Skills
Fundraising, Nonprofits, Event Planning, Public Speaking, Event Management, Non-profits, Research, Human Resources, Microsoft Office, Microsoft Excel, Customer Service, Strategic Planning, Social Media, Public Relations, Non-Profit Management, Liturgical Music, Liturgy, Stewardship, Community Outreach, Leadership, Volunteer Management
Education
NYIT 1972 — 1977
Associate of Arts and Sciences (AAS), Accounting and Business/Management