METLIFE FINANCIAL
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METLIFE FINANCIAL Employees
Employee
Years
Job
Industry
Austin Sumerlin Austin Sumerlin's METLIFE FINANCIAL Experience March 2006 - April 2008
Job Manager Decision Support at Direct Energy
Industry Oil & Energy
Experience
Direct Energy June 2014 - Present
Direct Energy November 2012 - June 2014
Direct Energy April 2008 - November 2012
MetLife Financial March 2006 - April 2008
Skills
Energy Markets, Financial Modeling, Energy, Financial Analysis, Finance, Mergers & Acquisitions, Real Estate, Valuation, Economics, Financial Services, Due Diligence, Strategic Planning, Forecasting
Education
University of Houston 2002 — 2005
B.A. Business, Finance
Direct Energy June 2014 - Present
Direct Energy November 2012 - June 2014
Direct Energy April 2008 - November 2012
MetLife Financial March 2006 - April 2008
Skills
Energy Markets, Financial Modeling, Energy, Financial Analysis, Finance, Mergers & Acquisitions, Real Estate, Valuation, Economics, Financial Services, Due Diligence, Strategic Planning, Forecasting
Education
University of Houston 2002 — 2005
B.A. Business, Finance
Cameron Michels Cameron Michels's METLIFE FINANCIAL Experience January 2011 - October 2012
Job Athletic Performance Trainer
Industry Health, Wellness and Fitness
Experience
Real Functional Fitness May 2013 - Present
METLIFE FINANCIAL January 2011 - October 2012
C. Michels & Associates, Inc. April 2005 - September 2011
Ellis & Ellis Investment Management January 2007 - January 2009
Capstone Financial, LLC October 2005 - December 2007
C. Michels & Associates, Inc. April 1999 - September 2005
Aflac January 1999 - January 2005
Skills
Personal Training, Fitness Training, Cardiovascular Fitness, TRX Suspension Training, TRX Certified, BOSU, Kettlebells, Stability Ball, Weight Training, Body Weight Training, Athletic Performance, Speed Training, Agility, Body Sculpting, Nutrition, Healthy Eating, Healthy Lifestyles, Overall Wellness
Education
Columbus State University 1990 — 1994
BBA, Marketing
Real Functional Fitness May 2013 - Present
METLIFE FINANCIAL January 2011 - October 2012
C. Michels & Associates, Inc. April 2005 - September 2011
Ellis & Ellis Investment Management January 2007 - January 2009
Capstone Financial, LLC October 2005 - December 2007
C. Michels & Associates, Inc. April 1999 - September 2005
Aflac January 1999 - January 2005
Skills
Personal Training, Fitness Training, Cardiovascular Fitness, TRX Suspension Training, TRX Certified, BOSU, Kettlebells, Stability Ball, Weight Training, Body Weight Training, Athletic Performance, Speed Training, Agility, Body Sculpting, Nutrition, Healthy Eating, Healthy Lifestyles, Overall Wellness
Education
Columbus State University 1990 — 1994
BBA, Marketing
Greg Garrison's METLIFE FINANCIAL Experience June 2007 - August 2007
Job Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2012 - Present
TXU Energy October 2010 - September 2012
MetLife Financial June 2007 - August 2007
Skills
Business Analysis, Risk Management, Vendor Management, Business Strategy, Financial Analysis, Strategic Planning, Process Consulting, Business Process..., Data Analysis, Financial Modeling, Due Diligence, Portfolio Management
Education
Texas Tech University - Rawls College of Business 2004 — 2008
BBA, Finance/Real Estate
Wells Fargo September 2012 - Present
TXU Energy October 2010 - September 2012
MetLife Financial June 2007 - August 2007
Skills
Business Analysis, Risk Management, Vendor Management, Business Strategy, Financial Analysis, Strategic Planning, Process Consulting, Business Process..., Data Analysis, Financial Modeling, Due Diligence, Portfolio Management
Education
Texas Tech University - Rawls College of Business 2004 — 2008
BBA, Finance/Real Estate
Shawn Sydnor Shawn Sydnor's METLIFE FINANCIAL Experience March 2008 - August 2008
Job Sr. Enrollment Specialist at Flying Point Financial
Industry Accounting
Experience
Flying Point Financial November 2014 - Present
MD Pharmaceutical Supply LLC March 2014 - November 2014
NewDay USA February 2013 - February 2014
Kforce May 2012 - February 2013
Accountemps – A Robert Half Company January 2012 - May 2012
HL Associates/ Public Accounting Corporation September 2011 - January 2012
Luibueno's Restaurant February 2010 - August 2010
Metlife Financial March 2008 - August 2008
Skills
Tenacious Work Ethic, Pharmaceutical Sales, Solution Selling, Phone Etiquette, People Skills, Interpersonal Skills, Pharmaceutics, Invoicing, Simply Accounting, Financial Planning, Checking, Deposits, Economics, Bookkeeping, Journal Entries, Securities, Quickbooks, Wealth, Data Entry, Asset Allocation, Reconciliation, Tax Returns, Investments, Income Tax, Succession Planning, Statements, Analysis, Accounts Payable, Spreadsheets, Insurance, Credit Cards, Accounting, Accounts Receivable, Cash Receipts, Accruals, General Ledger, Cash, Payments, Outlook, Tax, Ledger, Payroll Taxes, Peachtree, GAAP, Expenses, Financial Reporting, Tax Preparation, Financial Accounting, Microsoft Excel, Access
Education
Towson University 2004 — 2008
B.S. Business Administration, Accounting
Century high
Flying Point Financial November 2014 - Present
MD Pharmaceutical Supply LLC March 2014 - November 2014
NewDay USA February 2013 - February 2014
Kforce May 2012 - February 2013
Accountemps – A Robert Half Company January 2012 - May 2012
HL Associates/ Public Accounting Corporation September 2011 - January 2012
Luibueno's Restaurant February 2010 - August 2010
Metlife Financial March 2008 - August 2008
Skills
Tenacious Work Ethic, Pharmaceutical Sales, Solution Selling, Phone Etiquette, People Skills, Interpersonal Skills, Pharmaceutics, Invoicing, Simply Accounting, Financial Planning, Checking, Deposits, Economics, Bookkeeping, Journal Entries, Securities, Quickbooks, Wealth, Data Entry, Asset Allocation, Reconciliation, Tax Returns, Investments, Income Tax, Succession Planning, Statements, Analysis, Accounts Payable, Spreadsheets, Insurance, Credit Cards, Accounting, Accounts Receivable, Cash Receipts, Accruals, General Ledger, Cash, Payments, Outlook, Tax, Ledger, Payroll Taxes, Peachtree, GAAP, Expenses, Financial Reporting, Tax Preparation, Financial Accounting, Microsoft Excel, Access
Education
Towson University 2004 — 2008
B.S. Business Administration, Accounting
Century high
Andrea Z. Stadler Andrea Z. Stadler's METLIFE FINANCIAL Experience January 1989 - December 1990
Job Senior Mortgage Banker at Fidelity Bank
Industry Banking
Experience
Fidelity Bank Mortgage December 2013 - Present
Brand Mortgage , a subsidiary of Brand Bank January 2011 - December 2013
SunTrust Mortgage September 1997 - January 2011
Regions Financial Corporation July 1996 - September 1997
Beazer Mortgage January 1996 - July 1996
Sun America Mortgage June 1991 - January 1996
MetLife Financial January 1989 - December 1990
Skills
Refinance, Loan Origination, Mortgage Banking, FHA, Mortgage Lending, VA loans, Construction Loans, Self-Employed Borrowers, Jumbo Financing, Residential Mortgages, Mortgage Marketing, Finance, USDA, FHA financing, Government Loans, Loans, Sales, VA Loans, FHA Financing
Education
Georgia State University
Marketing
University of Cincinnati
Finance
Fidelity Bank Mortgage December 2013 - Present
Brand Mortgage , a subsidiary of Brand Bank January 2011 - December 2013
SunTrust Mortgage September 1997 - January 2011
Regions Financial Corporation July 1996 - September 1997
Beazer Mortgage January 1996 - July 1996
Sun America Mortgage June 1991 - January 1996
MetLife Financial January 1989 - December 1990
Skills
Refinance, Loan Origination, Mortgage Banking, FHA, Mortgage Lending, VA loans, Construction Loans, Self-Employed Borrowers, Jumbo Financing, Residential Mortgages, Mortgage Marketing, Finance, USDA, FHA financing, Government Loans, Loans, Sales, VA Loans, FHA Financing
Education
Georgia State University
Marketing
University of Cincinnati
Finance
Albert M. Masry Albert M. Masry's METLIFE FINANCIAL Experience June 1998 - January 2002
Job Apparel & Fashion Professional
Industry Apparel & Fashion
Experience
BBC Apparel Group, LLC August 2009 - Present
PERLINA HANDBAGS INC January 2002 - June 2009
METLIFE FINANCIAL June 1998 - January 2002
TOPAZ BOUTIQUE INC March 1989 - June 1998
ACTIVE ZONE INC September 1987 - March 1989
Skills
Retail, Trade Shows, Supervisory Skills, Merchandising, Inventory Management, Hiring, Customer Service, Insurance, Fashion, Vendor Relations, Apparel, E-commerce, Logistics, Problem Solving, Trend Analysis, Supply Chain Management, Inventory Control, Negotiation, Import, Sales Management, Training, Purchasing, Budgets, Supply Chain, Trend Forecasting, Pricing, Wholesale, Management, Forecasting, Global Sourcing, Wovens, Private Label
Education
BROOKLYN COLLEGE 1984 — 1988
Bachelor of Science, Accounting
Sephardic High School 1979 — 1983
high school diploma, Accounting and Finance
City University of New York-Brooklyn College
Bachelor's degree, Accounting
BBC Apparel Group, LLC August 2009 - Present
PERLINA HANDBAGS INC January 2002 - June 2009
METLIFE FINANCIAL June 1998 - January 2002
TOPAZ BOUTIQUE INC March 1989 - June 1998
ACTIVE ZONE INC September 1987 - March 1989
Skills
Retail, Trade Shows, Supervisory Skills, Merchandising, Inventory Management, Hiring, Customer Service, Insurance, Fashion, Vendor Relations, Apparel, E-commerce, Logistics, Problem Solving, Trend Analysis, Supply Chain Management, Inventory Control, Negotiation, Import, Sales Management, Training, Purchasing, Budgets, Supply Chain, Trend Forecasting, Pricing, Wholesale, Management, Forecasting, Global Sourcing, Wovens, Private Label
Education
BROOKLYN COLLEGE 1984 — 1988
Bachelor of Science, Accounting
Sephardic High School 1979 — 1983
high school diploma, Accounting and Finance
City University of New York-Brooklyn College
Bachelor's degree, Accounting
Bess Newton Bess Newton's METLIFE FINANCIAL Experience July 1997 - June 1999
Job Web Administrator at Texas Commission on Environmental Quality
Industry Internet
Experience
Texas Commission on Environmental Quality June 2014 - Present
Freelance 2013 - Present
www.miskata.com 2011 - Present
Ryland Homes April 2007 - March 2010
Dell August 2005 - March 2006
T-Media November 2000 - January 2005
MetLife Financial July 1997 - June 1999
Prestige Chrysler Plymouth NW October 1993 - June 1997
Skills
Selling, Negotiation, Web Design, Web Development, Website Development, User Experience, User Interface Design, User Experience Design, Dreamweaver, Communication, Marketing Communications, Keynote, Axure, PhotoShop, FireWorks, Illustrator, Photoshop, Adobe Fireworks, Adobe Creative Suite, Customer Service, Layout, Interaction Design, Graphic Design, Logo Design, CSS, HTML 5, Photography, CMS, Facebook, Graphics, Social Networking, Branding & Identity, Adobe Acrobat, Mobile Design, WordPress, User-centered Design, Creative Direction, Social Media, Advertising, Management, Marketing, XHTML, User Interface, Illustration, Information Architecture, HTML, Brochures, Business Cards, Multimedia, Corporate Branding
Education
The University of Texas at Austin
BS, Marketing
Austin Community College 2011 — 2013
AAS, Web & Interactive Design
Texas Commission on Environmental Quality June 2014 - Present
Freelance 2013 - Present
www.miskata.com 2011 - Present
Ryland Homes April 2007 - March 2010
Dell August 2005 - March 2006
T-Media November 2000 - January 2005
MetLife Financial July 1997 - June 1999
Prestige Chrysler Plymouth NW October 1993 - June 1997
Skills
Selling, Negotiation, Web Design, Web Development, Website Development, User Experience, User Interface Design, User Experience Design, Dreamweaver, Communication, Marketing Communications, Keynote, Axure, PhotoShop, FireWorks, Illustrator, Photoshop, Adobe Fireworks, Adobe Creative Suite, Customer Service, Layout, Interaction Design, Graphic Design, Logo Design, CSS, HTML 5, Photography, CMS, Facebook, Graphics, Social Networking, Branding & Identity, Adobe Acrobat, Mobile Design, WordPress, User-centered Design, Creative Direction, Social Media, Advertising, Management, Marketing, XHTML, User Interface, Illustration, Information Architecture, HTML, Brochures, Business Cards, Multimedia, Corporate Branding
Education
The University of Texas at Austin
BS, Marketing
Austin Community College 2011 — 2013
AAS, Web & Interactive Design
Dan Rapp Dan Rapp's METLIFE FINANCIAL Experience January 2009 - February 2012
Job Multi Family Real Estate Expert in Training at Realty Exchange
Industry Marketing and Advertising
Experience
Realty Exchange October 2014 - Present
Global Medical Solutions August 2013 - September 2014
Legacy Financial Group May 2013 - September 2014
MetLife Financial January 2009 - February 2012
RFT March 2008 - March 2010
Skills
Marketing Communications, Email Marketing, Marketing, Direct Marketing, Marketing Strategy, Social Media Marketing, Digital Marketing, Market Research, Marketing Management, Integrated Marketing, Advertising, Social Media, Online Marketing, SEO, Brand Development, Corporate Branding, Direct Mail, Creative Direction, Digital Strategy, Web Analytics, Creative Strategy, Google Adwords, SEM, Graphic Design, Online Advertising, Newsletters, Interactive Marketing, Brand Awareness, Facebook, Digital Media, Web Design, Marketing Research, Adobe Creative Suite, E-commerce, InDesign, Website Development, Market Planning, Social Networking, Front-end, WordPress, Blogging, Mobile Marketing, Branding, Product Marketing, B2B Marketing, Art Direction, Brochures, Illustrator, CRM, Content Strategy
Education
Webster University 2007 — 2009
BA, Art, Graphic Design, Advertising
Saint Louis Community College-Meramec 2006 — 2008
Associate's degree, Graphic Communications
Realty Exchange October 2014 - Present
Global Medical Solutions August 2013 - September 2014
Legacy Financial Group May 2013 - September 2014
MetLife Financial January 2009 - February 2012
RFT March 2008 - March 2010
Skills
Marketing Communications, Email Marketing, Marketing, Direct Marketing, Marketing Strategy, Social Media Marketing, Digital Marketing, Market Research, Marketing Management, Integrated Marketing, Advertising, Social Media, Online Marketing, SEO, Brand Development, Corporate Branding, Direct Mail, Creative Direction, Digital Strategy, Web Analytics, Creative Strategy, Google Adwords, SEM, Graphic Design, Online Advertising, Newsletters, Interactive Marketing, Brand Awareness, Facebook, Digital Media, Web Design, Marketing Research, Adobe Creative Suite, E-commerce, InDesign, Website Development, Market Planning, Social Networking, Front-end, WordPress, Blogging, Mobile Marketing, Branding, Product Marketing, B2B Marketing, Art Direction, Brochures, Illustrator, CRM, Content Strategy
Education
Webster University 2007 — 2009
BA, Art, Graphic Design, Advertising
Saint Louis Community College-Meramec 2006 — 2008
Associate's degree, Graphic Communications
Neil Nissen Neil Nissen's METLIFE FINANCIAL Experience June 1998 - March 2004
Job Agency Partner
Industry Financial Services
Experience
MassMutual Greater Long Island April 2006 - Present
New York Life Insurance Company March 2004 - April 2006
MetLife Financial June 1998 - March 2004
Skills
Disability Insurance, Long Term Care Insurance, Financial Planners, Personal Finance, Training, Fixed Annuities, Retirement, Long-term Care, Term Life Insurance, Retirement Planning
Education
SUNY Albany
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
MassMutual Greater Long Island April 2006 - Present
New York Life Insurance Company March 2004 - April 2006
MetLife Financial June 1998 - March 2004
Skills
Disability Insurance, Long Term Care Insurance, Financial Planners, Personal Finance, Training, Fixed Annuities, Retirement, Long-term Care, Term Life Insurance, Retirement Planning
Education
SUNY Albany
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Tonya Conrad Tonya Conrad's METLIFE FINANCIAL Experience November 2003 - November 2004
Job VP of Global Prime Brokerage Communication & Marketing
Industry Financial Services
Experience
Bank of America June 2006 - Present
UNITED STATES TRUST COMPANY November 2004 - June 2006
METLIFE FINANCIAL November 2003 - November 2004
Taylor Grey Staffing June 2001 - November 2003
NBC Television September 1995 - October 2000
CBS Television - WFMY September 1993 - September 1995
Skills
Series 7, Marketing Communications, Strategic Communications, Digital Media, Prime Brokerage, Equities, Recruiting, Electronic Trading, Hedge Funds, Financial Services, Equity Derivatives
Education
University of North Carolina at Greensboro 1994 — 2000
BA, Broadcast Journalism/ Communication Studies
Baruch - The City University of New York
Studies, Finance
Bank of America June 2006 - Present
UNITED STATES TRUST COMPANY November 2004 - June 2006
METLIFE FINANCIAL November 2003 - November 2004
Taylor Grey Staffing June 2001 - November 2003
NBC Television September 1995 - October 2000
CBS Television - WFMY September 1993 - September 1995
Skills
Series 7, Marketing Communications, Strategic Communications, Digital Media, Prime Brokerage, Equities, Recruiting, Electronic Trading, Hedge Funds, Financial Services, Equity Derivatives
Education
University of North Carolina at Greensboro 1994 — 2000
BA, Broadcast Journalism/ Communication Studies
Baruch - The City University of New York
Studies, Finance
Paul R. Smith, MBA, PE Paul R. Smith, MBA, PE's METLIFE FINANCIAL Experience October 2010 - September 2013
Job Financial Services Representative | Project Manager | Engineering
Industry Financial Services
Experience
Peak Leadership Group Project Manager Business Improvement Mechanical EngineeringPeak Leadership Goup, LLCJanuary 2014 - Present
Leaders in Project Management in the Greater Boston Area 2014 - Present
NSTAR December 2012 - December 2013
MetLife Financial October 2010 - September 2013
Peak Leadership Group, LLC February 1996 - May 2010
Lockheed Idaho Technologies Corp. 1993 - 1996
Energy Engineering Corp January 1988 - January 1992
Engineering Planning & Management January 1984 - January 1988
Skills
Leadership, Program Management, Strategy, New Business Development, Strategic Planning, Marketing, Construction Management, Project Management, Time Management, Coaching, Sales Management, Entrepreneurship, Operations Management, Team Leadership, Process Improvement, Negotiation, Public Speaking, Risk Management, Start-ups, Training, Procurement, Investments, Cross-functional Team..., Analysis, Life Insurance, Small Business, Business Process..., Engineering, Insurance, Team Building, Recruiting, Sales, Mechanical Engineering, Business Development, Business Process..., Program Development, Project Planning, Fixed Annuities, Variable Annuities, Business Process, Management, Contract Negotiation, Budgets, Consulting, Construction, Human Resources, Energy, Contract Management, Change Management, Account Management
Education
Suffolk University 1998 — 2000
MBA, Management
Suffolk University 1998 — 2000
MBA, Finance
Worcester Polytechnic Institute 1969 — 1971
MSME, Mechanical Engineering
Northeastern University
Aerospace Engineering
Peak Leadership Group Project Manager Business Improvement Mechanical EngineeringPeak Leadership Goup, LLCJanuary 2014 - Present
Leaders in Project Management in the Greater Boston Area 2014 - Present
NSTAR December 2012 - December 2013
MetLife Financial October 2010 - September 2013
Peak Leadership Group, LLC February 1996 - May 2010
Lockheed Idaho Technologies Corp. 1993 - 1996
Energy Engineering Corp January 1988 - January 1992
Engineering Planning & Management January 1984 - January 1988
Skills
Leadership, Program Management, Strategy, New Business Development, Strategic Planning, Marketing, Construction Management, Project Management, Time Management, Coaching, Sales Management, Entrepreneurship, Operations Management, Team Leadership, Process Improvement, Negotiation, Public Speaking, Risk Management, Start-ups, Training, Procurement, Investments, Cross-functional Team..., Analysis, Life Insurance, Small Business, Business Process..., Engineering, Insurance, Team Building, Recruiting, Sales, Mechanical Engineering, Business Development, Business Process..., Program Development, Project Planning, Fixed Annuities, Variable Annuities, Business Process, Management, Contract Negotiation, Budgets, Consulting, Construction, Human Resources, Energy, Contract Management, Change Management, Account Management
Education
Suffolk University 1998 — 2000
MBA, Management
Suffolk University 1998 — 2000
MBA, Finance
Worcester Polytechnic Institute 1969 — 1971
MSME, Mechanical Engineering
Northeastern University
Aerospace Engineering
Cheri Blair Cheri Blair's METLIFE FINANCIAL Experience August 1994 - September 2008
Job Financial Advisor at Michael Lucia and Associates
Industry Financial Services
Experience
Michael Lucia and Associates February 2011 - Present
Financial Services August 1994 - Present
MetLife August 1994 - September 2008
MetLife Financial August 1994 - September 2008
Skills
Retirement Planning, Fixed Annuities, Series 6, Series 63, Investment Advisory, Wealth Management, Investment Strategies, Estate Planning, Strategic Financial..., Securities, Investments, Insurance, Retirement, Asset Managment, IRAs, Roth IRA, 401k, Wealth Accumulation, Uniform Combined State..., Asset Management, Disability Insurance, Life Insurance, Asset Allocation, Long-term Care, Financial Advisory, Mutual Funds, Wealth, Alternative Investments, Whole Life, Finance, Universal Life, Variable Annuities, Term Life Insurance, College Savings Plans, 401k Rollovers, Indexed Annuities, Financial Planners, Wealth Management..., Income Protection, Personal Financial..., Portfolio Management, ETFs, FINRA, Long Term Care Insurance, Wealth Preservation..., Series 65, Financial Planning
Education
Chapman University
BA
Michael Lucia and Associates February 2011 - Present
Financial Services August 1994 - Present
MetLife August 1994 - September 2008
MetLife Financial August 1994 - September 2008
Skills
Retirement Planning, Fixed Annuities, Series 6, Series 63, Investment Advisory, Wealth Management, Investment Strategies, Estate Planning, Strategic Financial..., Securities, Investments, Insurance, Retirement, Asset Managment, IRAs, Roth IRA, 401k, Wealth Accumulation, Uniform Combined State..., Asset Management, Disability Insurance, Life Insurance, Asset Allocation, Long-term Care, Financial Advisory, Mutual Funds, Wealth, Alternative Investments, Whole Life, Finance, Universal Life, Variable Annuities, Term Life Insurance, College Savings Plans, 401k Rollovers, Indexed Annuities, Financial Planners, Wealth Management..., Income Protection, Personal Financial..., Portfolio Management, ETFs, FINRA, Long Term Care Insurance, Wealth Preservation..., Series 65, Financial Planning
Education
Chapman University
BA
Janice Liu Janice Liu's METLIFE FINANCIAL Experience September 2002 - March 2004
Job First Vice President & NY Regional Manager at East West Bank
Industry Financial Services
Experience
East West Bank January 2015 - Present
East West Bank January 2013 - January 2015
HSBC March 2006 - January 2013
JPMorgan Chase March 2004 - March 2006
MetLife Financial September 2002 - March 2004
Skills
Banking, Credit, Relationship Management, Retail Banking, Commercial Banking, Bridge Financing, International Banking..., Private Clients, Leadership, Wealth Management, Training, Performance Management, Risk Management, Finance, Management, Financial Services, Credit Risk, Sales, Portfolio Management, Credit Cards, Investments, Credit Analysis, Strategy, Equities, Loans, Financial Advisory, Mutual Funds, Capital Markets, Securities
Education
Montclair State University 2004 — 2008
MBA, Finance and Accounting
Beijing Institute of Technology 1991 — 1995
Bachelor of Engineering (BE)
East West Bank January 2015 - Present
East West Bank January 2013 - January 2015
HSBC March 2006 - January 2013
JPMorgan Chase March 2004 - March 2006
MetLife Financial September 2002 - March 2004
Skills
Banking, Credit, Relationship Management, Retail Banking, Commercial Banking, Bridge Financing, International Banking..., Private Clients, Leadership, Wealth Management, Training, Performance Management, Risk Management, Finance, Management, Financial Services, Credit Risk, Sales, Portfolio Management, Credit Cards, Investments, Credit Analysis, Strategy, Equities, Loans, Financial Advisory, Mutual Funds, Capital Markets, Securities
Education
Montclair State University 2004 — 2008
MBA, Finance and Accounting
Beijing Institute of Technology 1991 — 1995
Bachelor of Engineering (BE)
Brad Bischoff's METLIFE FINANCIAL Experience June 2008 - October 2010
Job Helping commercial real estate & construction projects with various levels of risk management
Industry Insurance
Experience
USI Insurance Services October 2014 - Present
The Mitchell Insurance Agency July 2013 - October 2014
Liberty Mutual Insurance July 2012 - July 2013
The Hartford June 2011 - July 2012
Sovereign Bank September 2010 - June 2011
MetLife- Financial June 2008 - October 2010
Verizon Wireless February 2006 - May 2008
Skills
Insurance, Risk Management, New Business Development, Sales, Management, Finance, Financial Services, Property & Casualty..., Direct Sales, Commercial Insurance, Public Speaking, Underwriting, Marketing, Business Networking, Relationship Management, Selling, Liability, Time Management, Workers Compensation, Mergers & Acquisitions, Customer Retention, Negotiation, Professional Networking, Analysis, Sales Management, Goal Oriented, Product Marketing, Auto insurance, Professional Liability, Presentations, Loans, Financial Risk, Business Auto Insurance, Business Insurance, Buy Sell Agreements, Commercial Property..., Cyber Liability, D&O, Employee Liability, Flood Insurance, Loss Earnings, Business Risk, EPLI, Loss Control, CRE, General Liability..., Auto Dealerships, Middle Market, REIT, Risk Assessment
Education
The Ohio State University
Bachelor of Science: Consumer Science, Family Financial Management
USI Insurance Services October 2014 - Present
The Mitchell Insurance Agency July 2013 - October 2014
Liberty Mutual Insurance July 2012 - July 2013
The Hartford June 2011 - July 2012
Sovereign Bank September 2010 - June 2011
MetLife- Financial June 2008 - October 2010
Verizon Wireless February 2006 - May 2008
Skills
Insurance, Risk Management, New Business Development, Sales, Management, Finance, Financial Services, Property & Casualty..., Direct Sales, Commercial Insurance, Public Speaking, Underwriting, Marketing, Business Networking, Relationship Management, Selling, Liability, Time Management, Workers Compensation, Mergers & Acquisitions, Customer Retention, Negotiation, Professional Networking, Analysis, Sales Management, Goal Oriented, Product Marketing, Auto insurance, Professional Liability, Presentations, Loans, Financial Risk, Business Auto Insurance, Business Insurance, Buy Sell Agreements, Commercial Property..., Cyber Liability, D&O, Employee Liability, Flood Insurance, Loss Earnings, Business Risk, EPLI, Loss Control, CRE, General Liability..., Auto Dealerships, Middle Market, REIT, Risk Assessment
Education
The Ohio State University
Bachelor of Science: Consumer Science, Family Financial Management
Henry Edward Hall Henry Edward Hall's METLIFE FINANCIAL Experience February 1992 - September 1997
Job Client Consultant, CCR Analytics
Industry Events Services
Experience
Client Consultant January 2015 - Present
Let's Move! West LA January 2012 - Present
CRE - Computer & AV Solutions January 2010 - December 2011
The NoBit Group, Inc. January 2008 - September 2009
Global Travel Trends February 2002 - December 2007
eToys.com September 1999 - March 2001
Zahorik Company February 1998 - January 2001
Metlife Financial February 1992 - September 1997
Los Angeles Convention & Visitors Bureau - LA Inc. January 1991 - February 1992
Skills
Event Planning, Promotions, Event Management, Public Relations, Marketing Strategy, Community Development, New Business Development, Strategic Planning, Fundraising, Strategy, Marketing, Management, Leadership, Entertainment, Market Research
Education
Cal Poly State University-San Luis Obispo 1978 — 1980
City & Regional Planning
St. Louis University - St. Louis Mo. 1974 — 1977
Urban Affairs and Public Policy
Webster College - St. Louis Mo. 1970 — 1974
BA, Liberal Arts - Administrative Management
Fisk University 1972 — 1972
Liberal Arts
Kirkwood High School
Client Consultant January 2015 - Present
Let's Move! West LA January 2012 - Present
CRE - Computer & AV Solutions January 2010 - December 2011
The NoBit Group, Inc. January 2008 - September 2009
Global Travel Trends February 2002 - December 2007
eToys.com September 1999 - March 2001
Zahorik Company February 1998 - January 2001
Metlife Financial February 1992 - September 1997
Los Angeles Convention & Visitors Bureau - LA Inc. January 1991 - February 1992
Skills
Event Planning, Promotions, Event Management, Public Relations, Marketing Strategy, Community Development, New Business Development, Strategic Planning, Fundraising, Strategy, Marketing, Management, Leadership, Entertainment, Market Research
Education
Cal Poly State University-San Luis Obispo 1978 — 1980
City & Regional Planning
St. Louis University - St. Louis Mo. 1974 — 1977
Urban Affairs and Public Policy
Webster College - St. Louis Mo. 1970 — 1974
BA, Liberal Arts - Administrative Management
Fisk University 1972 — 1972
Liberal Arts
Kirkwood High School
Genti Cici, CAIA, MBA's METLIFE FINANCIAL Experience August 2006 - June 2007
Job Lead Advisor / Chief Investment Strategist / CCO
Industry Financial Services
Experience
InvestEd. (mdinvested.com) July 2007 - Present
Metlife Financial August 2006 - June 2007
Skills
Portfolio Management, Investments, Financial Analysis, Financial Modeling, Strategic Financial..., Securities, Investment Strategies, Equities, Asset Managment, Asset Allocation, Alternative Investments, Valuation, Risk Management, Equity Research, Mutual Funds, Finance, Financial Reporting, Mortgage Lending, Commercial Banking, Banking, Financial Risk, Investment Banking, Asset Management, Capital Markets, Investment Advisory, Hedge Funds, Business Development, Private Equity, Financial Planning
Education
University of Baltimore 2007 — 2007
MBA, Finance, 3.79
University of Baltimore 2004 — 2006
Bachelor of Science, International Business, 3.92
InvestEd. (mdinvested.com) July 2007 - Present
Metlife Financial August 2006 - June 2007
Skills
Portfolio Management, Investments, Financial Analysis, Financial Modeling, Strategic Financial..., Securities, Investment Strategies, Equities, Asset Managment, Asset Allocation, Alternative Investments, Valuation, Risk Management, Equity Research, Mutual Funds, Finance, Financial Reporting, Mortgage Lending, Commercial Banking, Banking, Financial Risk, Investment Banking, Asset Management, Capital Markets, Investment Advisory, Hedge Funds, Business Development, Private Equity, Financial Planning
Education
University of Baltimore 2007 — 2007
MBA, Finance, 3.79
University of Baltimore 2004 — 2006
Bachelor of Science, International Business, 3.92
Erin Beck CLU®, ChFC® Erin Beck CLU®, ChFC®'s METLIFE FINANCIAL Experience November 1997 - November 2000
Job Compliance Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2012 - Present
The Hartford March 2011 - May 2012
MassMutual Financial Group January 2009 - March 2011
MassMutual Financial Group 2000 - 2010
MassMutual Financial Group April 2004 - October 2006
MassMutual Financial Group March 2003 - April 2004
MassMutual Financial Group June 2002 - March 2003
MetLife Financial November 1997 - November 2000
MetLife Financial May 1997 - November 1997
Skills
Insurance, Fixed Annuities, Mutual Funds, Financial Services, Life Insurance, Risk Management, Leadership, Series 7, Financial Planning, Management
Education
Western New England University 2004 — 2007
MBA, Business
Western New England University 1996 — 1997
Bachelors, Psychology and Philosophy
Assumption College 1993 — 1995
Bachelor of Arts (B.A.), Psychology and Philosophy
Assumption College
Western New England University
Masters, Business Administration
Western New England University
B.A, Psychology
MassMutual Financial Group May 2012 - Present
The Hartford March 2011 - May 2012
MassMutual Financial Group January 2009 - March 2011
MassMutual Financial Group 2000 - 2010
MassMutual Financial Group April 2004 - October 2006
MassMutual Financial Group March 2003 - April 2004
MassMutual Financial Group June 2002 - March 2003
MetLife Financial November 1997 - November 2000
MetLife Financial May 1997 - November 1997
Skills
Insurance, Fixed Annuities, Mutual Funds, Financial Services, Life Insurance, Risk Management, Leadership, Series 7, Financial Planning, Management
Education
Western New England University 2004 — 2007
MBA, Business
Western New England University 1996 — 1997
Bachelors, Psychology and Philosophy
Assumption College 1993 — 1995
Bachelor of Arts (B.A.), Psychology and Philosophy
Assumption College
Western New England University
Masters, Business Administration
Western New England University
B.A, Psychology
Don Coker's METLIFE FINANCIAL Experience 1992 - 1994
Job Senior Management Analyst II SES at Florida Department of Agriculture and Consumer Services
Industry Government Administration
Experience
Florida Department of Agriculture and Consumer Services April 2011 - Present
Florida Department of Agriculture and Consumer Services July 1995 - April 2011
Florida Department of Agriculture & Consumer Svcs. December 1994 - July 1995
Metlife Financial 1992 - 1994
Budget Rent a Car 1989 - 1990
Ryder Truck Rental 1988 - 1989
Skills
Contract Negotiation, Economic Development, Marketing, Strategic Planning, Research, Government, Strategy, Leadership, Organizational..., Business Development, Public Relations, Public Speaking, Public Policy, Strategic Communications, Policy
Education
Florida State University - College of Business 1986 — 1988
MBA, Marketing
Florida State University 1982 — 1986
Bachelor of Arts (B.A.), History
Sewanee-The University of the South 1978 — 1979
Florida Department of Agriculture and Consumer Services April 2011 - Present
Florida Department of Agriculture and Consumer Services July 1995 - April 2011
Florida Department of Agriculture & Consumer Svcs. December 1994 - July 1995
Metlife Financial 1992 - 1994
Budget Rent a Car 1989 - 1990
Ryder Truck Rental 1988 - 1989
Skills
Contract Negotiation, Economic Development, Marketing, Strategic Planning, Research, Government, Strategy, Leadership, Organizational..., Business Development, Public Relations, Public Speaking, Public Policy, Strategic Communications, Policy
Education
Florida State University - College of Business 1986 — 1988
MBA, Marketing
Florida State University 1982 — 1986
Bachelor of Arts (B.A.), History
Sewanee-The University of the South 1978 — 1979
Mary Natale's METLIFE FINANCIAL Experience 1986 - 1988
Job Sr. Mgr Risk and Control Office for Technology at TD
Industry Information Technology and Services
Experience
TD May 2015 - Present
TD Bank May 2013 - Present
TD May 2013 - Present
Delhaize Group January 2010 - February 2013
Hannaford Bros. Co. 2000 - 2010
Hannaford Bros. Co. 1995 - 2000
G.H. Bass and Co. February 1990 - March 1995
John Hancock January 1988 - May 1990
metlife financial 1986 - 1988
Skills
Cisco IOS, Cisco Technologies, PCI DSS, Security, Information Security, CCNA, Firewalls, DNS, TCP/IP, Network Security, Windows Server, Wireless Networking, CISSP, Information Technology, Information Security..., Virtualization, Disaster Recovery, Troubleshooting, Data Center, Networking, WAN, Routers, Switches, VPN, IT Strategy, Security Architecture..., DHCP, Hardware, Enterprise Architecture, IPS, Cisco Wireless
Education
Suffolk University - Sawyer Business School 1983 — 1987
bsba, computer information systems
Suffolk University 1982 — 1986
bsba, computer information systems
TD May 2015 - Present
TD Bank May 2013 - Present
TD May 2013 - Present
Delhaize Group January 2010 - February 2013
Hannaford Bros. Co. 2000 - 2010
Hannaford Bros. Co. 1995 - 2000
G.H. Bass and Co. February 1990 - March 1995
John Hancock January 1988 - May 1990
metlife financial 1986 - 1988
Skills
Cisco IOS, Cisco Technologies, PCI DSS, Security, Information Security, CCNA, Firewalls, DNS, TCP/IP, Network Security, Windows Server, Wireless Networking, CISSP, Information Technology, Information Security..., Virtualization, Disaster Recovery, Troubleshooting, Data Center, Networking, WAN, Routers, Switches, VPN, IT Strategy, Security Architecture..., DHCP, Hardware, Enterprise Architecture, IPS, Cisco Wireless
Education
Suffolk University - Sawyer Business School 1983 — 1987
bsba, computer information systems
Suffolk University 1982 — 1986
bsba, computer information systems
Charles H. Pilyer's METLIFE FINANCIAL Experience July 2008 - February 2010
Job Accountant at CHP Financial
Industry Accounting
Experience
CHP Financial January 2010 - Present
Hullfast Securities February 2010 - November 2010
MetLife Financial July 2008 - February 2010
H&R Block December 2008 - April 2009
AXA-Equitable October 2007 - July 2008
United States Marine Corps December 1983 - December 1991
Skills
Accounting, Financial Analysis, Analysis, Budgets, Auditing, Finance, Tax, Investments, Microsoft Excel, Outlook, Insurance, Microsoft Word, Management, PowerPoint, Financial Statements, Sales, Small Business, Marketing
Education
Eastern Kentucky University
Bachelor of Arts, History
Indiana Wesleyan University
Bachelor of Science, Accounting
CHP Financial January 2010 - Present
Hullfast Securities February 2010 - November 2010
MetLife Financial July 2008 - February 2010
H&R Block December 2008 - April 2009
AXA-Equitable October 2007 - July 2008
United States Marine Corps December 1983 - December 1991
Skills
Accounting, Financial Analysis, Analysis, Budgets, Auditing, Finance, Tax, Investments, Microsoft Excel, Outlook, Insurance, Microsoft Word, Management, PowerPoint, Financial Statements, Sales, Small Business, Marketing
Education
Eastern Kentucky University
Bachelor of Arts, History
Indiana Wesleyan University
Bachelor of Science, Accounting
Angela (Land) Anderson's METLIFE FINANCIAL Experience January 1989 - January 2001
Job Sr. Treasury Analyst
Industry Financial Services
Experience
VOYA Financial (formally ING) January 2001 - July 2015
MetLife Financial January 1989 - January 2001
Skills
Financial Analysis, Treasury Services, Case Management
Education
Santa Monica College
Accounting
VOYA Financial (formally ING) January 2001 - July 2015
MetLife Financial January 1989 - January 2001
Skills
Financial Analysis, Treasury Services, Case Management
Education
Santa Monica College
Accounting