Metlife Financial Services
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Metlife Financial Services Employees
Employee
Years
Job
Industry
Romel Givargis Romel Givargis's Metlife Financial Services Experience June 2004 - February 2005
Job "We are not here on earth to see through each other, we are here to see each other through."
Industry Professional Training & Coaching
Experience
Dawn Food Products June 2012 - July 2014
Dawn Food Products September 2010 - June 2012
Dawn Food Products November 2008 - August 2010
Madera Quality Nut November 2007 - October 2008
Dawn Food Products June 2005 - November 2007
MetLife Financial Services June 2004 - February 2005
Attarco Motor January 2002 - October 2003
Solectron Corporation June 2000 - June 2001
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Budgets, Strategic Planning, Project Management, Collaboration, Business Analysis, Supply Chain, Production Planning, Purchasing, Office Management, Logistics, Access, SAP, Manufacturing, Analysis, Process Scheduler, Food, Training, Process Improvement, Team Building
Education
Northern Arizona University 2015 — 2016
Master of Education (M.Ed.), Human Relations
California State University Stanislaus 1998 — 2000
Master of Business Administration
California State University Stanislaus 1993 — 1996
Bachelor of Arts, Economics
Dawn Food Products June 2012 - July 2014
Dawn Food Products September 2010 - June 2012
Dawn Food Products November 2008 - August 2010
Madera Quality Nut November 2007 - October 2008
Dawn Food Products June 2005 - November 2007
MetLife Financial Services June 2004 - February 2005
Attarco Motor January 2002 - October 2003
Solectron Corporation June 2000 - June 2001
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Budgets, Strategic Planning, Project Management, Collaboration, Business Analysis, Supply Chain, Production Planning, Purchasing, Office Management, Logistics, Access, SAP, Manufacturing, Analysis, Process Scheduler, Food, Training, Process Improvement, Team Building
Education
Northern Arizona University 2015 — 2016
Master of Education (M.Ed.), Human Relations
California State University Stanislaus 1998 — 2000
Master of Business Administration
California State University Stanislaus 1993 — 1996
Bachelor of Arts, Economics
Alice Roe Alice Roe's Metlife Financial Services Experience April 1989 - Present
Job Financial Services Representative and Investment Advisor at MetLife
Industry Financial Services
Experience
MetLife Financial Services April 1989 - Present
Education
California State University-Northridge 1981 — 1985
BA
The American College
Chartered Advisor for Senior Living (CASL)
MetLife Financial Services April 1989 - Present
Education
California State University-Northridge 1981 — 1985
BA
The American College
Chartered Advisor for Senior Living (CASL)
Kanika (Marwaha) Chadha Kanika (Marwaha) Chadha's Metlife Financial Services Experience January 2004 - July 2004
Job Actively seeking analytic/strategic role in NYC
Industry Research
Experience
WhoTrades ~ Tech StartUp - Broker Dealer October 2013 - September 2014
The Benchmark Company, LLC October 2008 - October 2012
Fortress Investment Group, LLC June 2007 - August 2008
Investors Bank & Trust Co April 2006 - June 2007
NATIXIS Asset Management August 2004 - April 2006
MetLife Financial Services January 2004 - July 2004
Morgan Stanley September 2003 - December 2003
Smith Barney April 2002 - April 2003
Skills
Valuation, Hedge Funds, Bloomberg, Equities, Financial Modeling, Financial Analysis, Capital Markets, French, Hindi, Marketing Strategy, Equity Research, Microsoft Excel, Modeling, Software Project..., Business Analysis, New Business Development, Presentations, Public Speaking, Brand Development, Digital Strategy, Social Media, Microsoft Office, Microsoft Word, Nonprofits, Qualitative Research, Quantitative Research, Research, Strategic Planning, WordPress, Finance, Portfolio Management, Marketing, Start-ups, Trading, Strategy, Investments, Risk Management, Non-profit Leadership, Analysis, Non-profit Volunteer, Fixed Income, Investment Banking
Education
Boston University 2004 — 2007
M.S.
Boston University 1999 — 2003
B.A.
WhoTrades ~ Tech StartUp - Broker Dealer October 2013 - September 2014
The Benchmark Company, LLC October 2008 - October 2012
Fortress Investment Group, LLC June 2007 - August 2008
Investors Bank & Trust Co April 2006 - June 2007
NATIXIS Asset Management August 2004 - April 2006
MetLife Financial Services January 2004 - July 2004
Morgan Stanley September 2003 - December 2003
Smith Barney April 2002 - April 2003
Skills
Valuation, Hedge Funds, Bloomberg, Equities, Financial Modeling, Financial Analysis, Capital Markets, French, Hindi, Marketing Strategy, Equity Research, Microsoft Excel, Modeling, Software Project..., Business Analysis, New Business Development, Presentations, Public Speaking, Brand Development, Digital Strategy, Social Media, Microsoft Office, Microsoft Word, Nonprofits, Qualitative Research, Quantitative Research, Research, Strategic Planning, WordPress, Finance, Portfolio Management, Marketing, Start-ups, Trading, Strategy, Investments, Risk Management, Non-profit Leadership, Analysis, Non-profit Volunteer, Fixed Income, Investment Banking
Education
Boston University 2004 — 2007
M.S.
Boston University 1999 — 2003
B.A.
Kyle Pieper, MBA CRPC®'s Metlife Financial Services Experience October 2008 - July 2009
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade April 2015 - Present
Brokers Financial Services, LLC March 2013 - February 2015
Principal Financial Group February 2012 - March 2013
Ameriprise Financial Services, Inc. August 2009 - February 2012
MetLife Financial Services October 2008 - July 2009
Golf facilities in Iowa and Minnesota April 2003 - September 2008
Skills
Retirement, Investments, Retirement Planning, Variable Annuities, Mutual Funds, Securities, ETFs, Financial Advisory, IRAs, 401k Rollovers, Fixed Annuities, Life Insurance, Brokerage, Series 7, Series 66, Strategic Financial..., Insurance, Uniform Combined State..., Golf Clubs, Golf Instruction, Disability Insurance, 401k, Financial Planning
Education
Iowa State University - College of Business 2012 — 2015
Master's Degree, Finance
Iowa State University - College of Business 2001 — 2003
BS, Business Management
Buena Vista University 1999 — 2001
Scottrade April 2015 - Present
Brokers Financial Services, LLC March 2013 - February 2015
Principal Financial Group February 2012 - March 2013
Ameriprise Financial Services, Inc. August 2009 - February 2012
MetLife Financial Services October 2008 - July 2009
Golf facilities in Iowa and Minnesota April 2003 - September 2008
Skills
Retirement, Investments, Retirement Planning, Variable Annuities, Mutual Funds, Securities, ETFs, Financial Advisory, IRAs, 401k Rollovers, Fixed Annuities, Life Insurance, Brokerage, Series 7, Series 66, Strategic Financial..., Insurance, Uniform Combined State..., Golf Clubs, Golf Instruction, Disability Insurance, 401k, Financial Planning
Education
Iowa State University - College of Business 2012 — 2015
Master's Degree, Finance
Iowa State University - College of Business 2001 — 2003
BS, Business Management
Buena Vista University 1999 — 2001
Stephanie Falconi CFP®, CRPC®, APMA®'s Metlife Financial Services Experience 2008 - 2010
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial December 2010 - Present
MetLife Financial Services 2008 - 2010
Education
Brown University 2002 — 2006
BA, Psychology
Nightingale Bamford 1998 — 2002
Ameriprise Financial December 2010 - Present
MetLife Financial Services 2008 - 2010
Education
Brown University 2002 — 2006
BA, Psychology
Nightingale Bamford 1998 — 2002
Madhavi (Madhavi Potluri) Boppudi Madhavi (Madhavi Potluri) Boppudi's Metlife Financial Services Experience August 2007 - February 2013
Job Senior Application Engineer at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
UnitedHealth Group September 2013 - April 2014
Verizon April 2013 - August 2013
MetLife Financial Services August 2007 - February 2013
IntercontinentalExchange, Inc. (Formerly NYBOT) September 2006 - July 2007
ADP June 2002 - August 2006
Skills
Core Java, Java, J2EE Application..., XML, Spring, Hibernate, WebSphere MQ, RESTful WebServices, Ant, SSRS, SSIS, Oracle, Crystal Reports, Microsoft SQL Server, Eclipse, Cactus, Struts, JUnit, DB2, Harvest, SDLC, Websphere
Education
New Jersey Institute of Technology 2002 — 2004
Master's degree in, Computer Science
Andhra University 1996 — 2000
Bachelor's degree in, Electronics and Communications Engineering
Wells Fargo Securities May 2014 - Present
UnitedHealth Group September 2013 - April 2014
Verizon April 2013 - August 2013
MetLife Financial Services August 2007 - February 2013
IntercontinentalExchange, Inc. (Formerly NYBOT) September 2006 - July 2007
ADP June 2002 - August 2006
Skills
Core Java, Java, J2EE Application..., XML, Spring, Hibernate, WebSphere MQ, RESTful WebServices, Ant, SSRS, SSIS, Oracle, Crystal Reports, Microsoft SQL Server, Eclipse, Cactus, Struts, JUnit, DB2, Harvest, SDLC, Websphere
Education
New Jersey Institute of Technology 2002 — 2004
Master's degree in, Computer Science
Andhra University 1996 — 2000
Bachelor's degree in, Electronics and Communications Engineering
Helen Cordier Helen Cordier's Metlife Financial Services Experience January 2007 - October 2009
Job Business Professional
Industry Financial Services
Experience
Hardin Cordier and Junkin Wealth Management LLC October 2009 - October 2010
MetLife Financial Services January 2007 - October 2009
AmSouth/Regions Bank May 2003 - December 2006
Skills
Critical Thinking, Reading Comprehension, Judgement and Decision..., Complex Problem Solving, Program Management, Analysis, Leadership, Business Development, Negotiation, Risk Management, Training, Customer Service, Close Attention to..., Contract Negotiation, Management, Systems Engineering, Microsoft Office, Research, Security Clearance, Business Planning, Strategy, Process Improvement, Human Resources, Employee Benefits, Finance, Strategic Planning, Marketing
Education
Florida Institute of Technology 2012 — 2013
Masters in Science, Contract management and Acquistions, 4.0
Austin Peay State University 1980 — 1986
Bachelor of Business Administration (B.B.A.), Marketing
Hardin Cordier and Junkin Wealth Management LLC October 2009 - October 2010
MetLife Financial Services January 2007 - October 2009
AmSouth/Regions Bank May 2003 - December 2006
Skills
Critical Thinking, Reading Comprehension, Judgement and Decision..., Complex Problem Solving, Program Management, Analysis, Leadership, Business Development, Negotiation, Risk Management, Training, Customer Service, Close Attention to..., Contract Negotiation, Management, Systems Engineering, Microsoft Office, Research, Security Clearance, Business Planning, Strategy, Process Improvement, Human Resources, Employee Benefits, Finance, Strategic Planning, Marketing
Education
Florida Institute of Technology 2012 — 2013
Masters in Science, Contract management and Acquistions, 4.0
Austin Peay State University 1980 — 1986
Bachelor of Business Administration (B.B.A.), Marketing
Vincent Piraneo Vincent Piraneo's Metlife Financial Services Experience November 2007 - December 2010
Job Excellent Insurance and Financial Services, Inc
Industry Insurance
Experience
Excellent Insurance and Financial Services, Inc. 2012 - Present
Business Merchant Servcies 2012 - Present
BlueSteelAlarm March 2012 - Present
Simply Financial December 2010 - Present
MetLife Financial Services November 2007 - December 2010
Geneva Financial LLC June 2003 - September 2010
Skills
Insurance, Fixed Annuities
Education
Arizona State University 1997 — 2001
BS, Economics with minor in Business
Laguna
Excellent Insurance and Financial Services, Inc. 2012 - Present
Business Merchant Servcies 2012 - Present
BlueSteelAlarm March 2012 - Present
Simply Financial December 2010 - Present
MetLife Financial Services November 2007 - December 2010
Geneva Financial LLC June 2003 - September 2010
Skills
Insurance, Fixed Annuities
Education
Arizona State University 1997 — 2001
BS, Economics with minor in Business
Laguna
Keff Johnson Keff Johnson's Metlife Financial Services Experience September 2008 - September 2009
Job Product & Solution Delivery IT Development Government & Private Sector Cloud & On Prem Strategy
Industry Financial Services
Experience
Dallas County June 2012 - Present
Microsoft Government Division 2014 - 2015
Dallas County 2014 - 2015
Dallas County 2012 - 2015
Modizo Mobile Cloud April 2012 - October 2012
Cognizant Technology Solutions June 2009 - September 2012
BCM September 2009 - December 2011
Chase Mortgage February 2010 - January 2011
Metlife Financial Services September 2008 - September 2009
Capital One Finance May 2008 - November 2008
Skills
Management, Management Consulting, IT Transformation, Business Alignment, Program Management..., Banking, Manage Client..., ITIL, Risk Management, IT Strategy, Program Management, Business Analysis, CRM, Agile Methodologies, SharePoint, Leadership, Integration, Process Improvement, Project Management, Business Intelligence, SDLC, Vendor Management, Software Development, Analysis, Change Management, Data Warehousing, Requirements Analysis, Information Technology, Strategy, Consulting
Education
American InterContinental University 2008 — 2009
BS, Technology
Delgado Community College 1992 — 1993
BS, Aeronautics
Spartan School of Aeronautics 1990 — 1991
AS, Airframe & Powerplant
Dallas County June 2012 - Present
Microsoft Government Division 2014 - 2015
Dallas County 2014 - 2015
Dallas County 2012 - 2015
Modizo Mobile Cloud April 2012 - October 2012
Cognizant Technology Solutions June 2009 - September 2012
BCM September 2009 - December 2011
Chase Mortgage February 2010 - January 2011
Metlife Financial Services September 2008 - September 2009
Capital One Finance May 2008 - November 2008
Skills
Management, Management Consulting, IT Transformation, Business Alignment, Program Management..., Banking, Manage Client..., ITIL, Risk Management, IT Strategy, Program Management, Business Analysis, CRM, Agile Methodologies, SharePoint, Leadership, Integration, Process Improvement, Project Management, Business Intelligence, SDLC, Vendor Management, Software Development, Analysis, Change Management, Data Warehousing, Requirements Analysis, Information Technology, Strategy, Consulting
Education
American InterContinental University 2008 — 2009
BS, Technology
Delgado Community College 1992 — 1993
BS, Aeronautics
Spartan School of Aeronautics 1990 — 1991
AS, Airframe & Powerplant
Lisa Dy Lisa Dy's Metlife Financial Services Experience 2000 - 2004
Job Consultant at Resources Global Professionals
Industry Investment Management
Experience
Resources Global Professionals January 2012 - November 2013
Hudson & Keyse LLC December 2008 - March 2010
Morgenthaler April 2004 - November 2008
MetLife Financial Services 2000 - 2004
State Industrial Products 1997 - 2000
Forest City Enterprises 1995 - 1997
Coopers & Lybrand 1993 - 1995
Skills
Business Analysis, Financial Analysis, Start-ups, Mergers, Management, Process Improvement, Strategy, Financial Reporting, Business Process..., Portfolio Management, Forecasting, Budgets, Analysis, Accounting, Due Diligence, Finance, Mergers & Acquisitions, Risk Management, Analytics
Education
Cleveland State University 2005 — 2006
MBA, Business Administration and Management, General
John Carroll University 1989 — 1993
B.S.B.A, Accounting
Resources Global Professionals January 2012 - November 2013
Hudson & Keyse LLC December 2008 - March 2010
Morgenthaler April 2004 - November 2008
MetLife Financial Services 2000 - 2004
State Industrial Products 1997 - 2000
Forest City Enterprises 1995 - 1997
Coopers & Lybrand 1993 - 1995
Skills
Business Analysis, Financial Analysis, Start-ups, Mergers, Management, Process Improvement, Strategy, Financial Reporting, Business Process..., Portfolio Management, Forecasting, Budgets, Analysis, Accounting, Due Diligence, Finance, Mergers & Acquisitions, Risk Management, Analytics
Education
Cleveland State University 2005 — 2006
MBA, Business Administration and Management, General
John Carroll University 1989 — 1993
B.S.B.A, Accounting
Justin Cole, MBA, CFP® Justin Cole, MBA, CFP®'s Metlife Financial Services Experience 2002 - 2003
Job Vice President of Business Development
Industry Financial Services
Experience
JW Cole Financial May 2009 - Present
Principal Financial Group 2003 - 2009
Metlife Financial Services 2002 - 2003
Putnam Investments 2001 - 2002
Skills
Series 7, Series 63, IRAs, Mutual Funds, Series 24, Series 6, Series 65, 401k, Certified Financial..., Retirement Planning, Insurance, Fixed Annuities, Strategic Financial..., Insurance Planning, Business Development, Estate Planning, Investment Planning, Strategic Consulting, Personal Financial..., Holistic Financial...
Education
Boston University 2011 — 2011
Financial Planning
University of South Florida 2009 — 2010
Graduate, MBA
University of Massachusetts Dartmouth 1999 — 2002
Bachelor of Science, Business
University of Connecticut 1997 — 1999
Architectural Engineering
JW Cole Financial May 2009 - Present
Principal Financial Group 2003 - 2009
Metlife Financial Services 2002 - 2003
Putnam Investments 2001 - 2002
Skills
Series 7, Series 63, IRAs, Mutual Funds, Series 24, Series 6, Series 65, 401k, Certified Financial..., Retirement Planning, Insurance, Fixed Annuities, Strategic Financial..., Insurance Planning, Business Development, Estate Planning, Investment Planning, Strategic Consulting, Personal Financial..., Holistic Financial...
Education
Boston University 2011 — 2011
Financial Planning
University of South Florida 2009 — 2010
Graduate, MBA
University of Massachusetts Dartmouth 1999 — 2002
Bachelor of Science, Business
University of Connecticut 1997 — 1999
Architectural Engineering
Angela Butler's Metlife Financial Services Experience April 2002 - August 2008
Job Tax Associate at Mariner Consulting
Industry Financial Services
Experience
Mariner Consulting October 2014 - Present
Financial Planning Resources, Inc. February 2011 - October 2014
Principal Financial Group May 2010 - December 2010
Da/Pro Rubber September 2008 - May 2010
MetLife Financial Services April 2002 - August 2008
Skills
Insurance, Strategic Financial..., Retirement, Fixed Annuities, Mutual Funds, Health Insurance, Customer Service, Finance, Underwriting, Sales, Process Improvement, Investments, Accounting, Financial Services
Education
Texas A&M University-Commerce 2014 — 2016
Master's Degree, Accounting
College for Financial Planning 2012 — 2013
Fundamentals of Financial Planning Certificate, Financial Planning and Services
Oklahoma State University 2001 — 2003
Bachelor of Arts, Journalism and Broadcasting
Mariner Consulting October 2014 - Present
Financial Planning Resources, Inc. February 2011 - October 2014
Principal Financial Group May 2010 - December 2010
Da/Pro Rubber September 2008 - May 2010
MetLife Financial Services April 2002 - August 2008
Skills
Insurance, Strategic Financial..., Retirement, Fixed Annuities, Mutual Funds, Health Insurance, Customer Service, Finance, Underwriting, Sales, Process Improvement, Investments, Accounting, Financial Services
Education
Texas A&M University-Commerce 2014 — 2016
Master's Degree, Accounting
College for Financial Planning 2012 — 2013
Fundamentals of Financial Planning Certificate, Financial Planning and Services
Oklahoma State University 2001 — 2003
Bachelor of Arts, Journalism and Broadcasting
Bryan Binz, CRPC® Bryan Binz, CRPC®'s Metlife Financial Services Experience March 2009 - July 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
MetLife Financial Services March 2009 - July 2012
Education
College for Financial Planning 2013 — 2015
Arkansas Tech University 1998 — 2002
Bachelor of Science, Management and Marketing
Ameriprise Financial Services, Inc. July 2012 - Present
MetLife Financial Services March 2009 - July 2012
Education
College for Financial Planning 2013 — 2015
Arkansas Tech University 1998 — 2002
Bachelor of Science, Management and Marketing
Rick Kula Rick Kula's Metlife Financial Services Experience 2004 - 2009
Job Retirement Plan Specialist at Annex Wealth Management
Industry Financial Services
Experience
Annex Wealth Management November 2013 - Present
AXA Equitable September 2009 - June 2013
MetLife Financial Services 2004 - 2009
Wells Fargo Advisors January 2003 - July 2004
Skills
Investments, Retirement Planning, Insurance, Series 7, Financial Services, Nonprofits, Mutual Funds, 401k, Fixed Annuities, Series 63, Life Insurance, Strategic Financial..., Retirement, Asset Allocation, Securities, Wealth Management, Finance, IRAs, 403 b, Investment Advisory
Education
Carthage College 1999 — 2003
BA, Business Administration and Marketing
Libertyville High School 1996 — 1999
Honor Role
Annex Wealth Management November 2013 - Present
AXA Equitable September 2009 - June 2013
MetLife Financial Services 2004 - 2009
Wells Fargo Advisors January 2003 - July 2004
Skills
Investments, Retirement Planning, Insurance, Series 7, Financial Services, Nonprofits, Mutual Funds, 401k, Fixed Annuities, Series 63, Life Insurance, Strategic Financial..., Retirement, Asset Allocation, Securities, Wealth Management, Finance, IRAs, 403 b, Investment Advisory
Education
Carthage College 1999 — 2003
BA, Business Administration and Marketing
Libertyville High School 1996 — 1999
Honor Role
Tony Procaccini, GMS, CS Tony Procaccini, GMS, CS's Metlife Financial Services Experience August 2001 - February 2003
Job Vice President, Global Benefit Associates
Industry Insurance
Experience
Global Benefit Associates of CA/ IEBS Inc. December 2009 - Present
Woodruff Sawyer & Company June 2008 - January 2009
CIGNA International March 2003 - January 2008
MetLife Financial Services August 2001 - February 2003
CIGNA Healthcare 1995 - 2001
Blue Shield of California 1994 - 1995
Blue Shield of California 1987 - 1993
Blue Cross of California 1985 - 1987
CIGNA 1983 - 1985
Skills
Employee Benefits, Insurance, Underwriting, Health Insurance, Consultative Selling, Team Leadership, Negotiation, Account Management, Customer Relations, Sales Management, New Business Development, Brokers, Benefits, Strategic Planning, Performance Management, Selling, Customer Service, Strategy, Leadership, Program Management, Sales
Education
Assumption College
2 B.A.s, Economics & Foreign Affairs
Trinity College-Hartford
Graduate Studies in Economics & Public Policy
Global Benefit Associates of CA/ IEBS Inc. December 2009 - Present
Woodruff Sawyer & Company June 2008 - January 2009
CIGNA International March 2003 - January 2008
MetLife Financial Services August 2001 - February 2003
CIGNA Healthcare 1995 - 2001
Blue Shield of California 1994 - 1995
Blue Shield of California 1987 - 1993
Blue Cross of California 1985 - 1987
CIGNA 1983 - 1985
Skills
Employee Benefits, Insurance, Underwriting, Health Insurance, Consultative Selling, Team Leadership, Negotiation, Account Management, Customer Relations, Sales Management, New Business Development, Brokers, Benefits, Strategic Planning, Performance Management, Selling, Customer Service, Strategy, Leadership, Program Management, Sales
Education
Assumption College
2 B.A.s, Economics & Foreign Affairs
Trinity College-Hartford
Graduate Studies in Economics & Public Policy
Brian Graff Brian Graff's Metlife Financial Services Experience 2000 - 2005
Job Relationship Manager at ADP
Industry Financial Services
Experience
ADP November 2014 - Present
ADP 2010 - Present
MassMutual 2007 - 2010
Individual Producer 2005 - 2007
MetLife Financial Services 2000 - 2005
CitiStreet 1999 - 2000
Skills
401k, Retirement Planning, Securities, Series 63, Retirement, Customer Service, Employee Benefits, Series 7, Mutual Funds, IRAs, Defined Benefit, Series 6, Defined Contribution, ERISA, Investments
Education
University of Phoenix 2002 — 2005
MBA, Finance
Denison University 1991 — 1995
Bachelor of Arts (B.A.)
Summit High School
High School Diploma
ADP November 2014 - Present
ADP 2010 - Present
MassMutual 2007 - 2010
Individual Producer 2005 - 2007
MetLife Financial Services 2000 - 2005
CitiStreet 1999 - 2000
Skills
401k, Retirement Planning, Securities, Series 63, Retirement, Customer Service, Employee Benefits, Series 7, Mutual Funds, IRAs, Defined Benefit, Series 6, Defined Contribution, ERISA, Investments
Education
University of Phoenix 2002 — 2005
MBA, Finance
Denison University 1991 — 1995
Bachelor of Arts (B.A.)
Summit High School
High School Diploma
David Basta David Basta's Metlife Financial Services Experience 2006 - 2010
Job Life Insurance and Annuity Specialist at AAA Life Insurance Company
Industry Insurance
Experience
AAA Life Insurance Company May 2013 - Present
Sloan Mason Insurance Services July 2012 - Present
Barney & Barney January 2012 - July 2012
State Farm Insurance 2011 - 2012
MetLife Financial Services 2006 - 2010
Skills
Executive Benefit..., Variable Products, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Life Insurance, Retirement Planning, Series 6, Mutual Funds, Insurance, IRAs, Roth IRA, Long-term Care, Term Life Insurance, Series 63
Education
Bryant and Stratton College-Syracuse North 2005 — 2006
Life & Health Insurance License
High School
High School
Palm Beach Community College
AAA Life Insurance Company May 2013 - Present
Sloan Mason Insurance Services July 2012 - Present
Barney & Barney January 2012 - July 2012
State Farm Insurance 2011 - 2012
MetLife Financial Services 2006 - 2010
Skills
Executive Benefit..., Variable Products, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Life Insurance, Retirement Planning, Series 6, Mutual Funds, Insurance, IRAs, Roth IRA, Long-term Care, Term Life Insurance, Series 63
Education
Bryant and Stratton College-Syracuse North 2005 — 2006
Life & Health Insurance License
High School
High School
Palm Beach Community College
Bette Lynn Paez's Metlife Financial Services Experience March 2001 - December 2010
Job Not a Cookie Cutter Financial Planner
Industry Financial Services
Experience
Bette Lynn Paez LLC (blue chips) December 2010 - Present
MetLife Financial Services March 2001 - December 2010
Bette Lynn's BakeHouse (chocolate chips) 1990 - 1994
IBM (computer chips) 1984 - 1990
Education
Carnegie Mellon University - Tepper School of Business
MBA, Business Administration
Ithaca College
BA, Spanish, math, computers
Bette Lynn Paez LLC (blue chips) December 2010 - Present
MetLife Financial Services March 2001 - December 2010
Bette Lynn's BakeHouse (chocolate chips) 1990 - 1994
IBM (computer chips) 1984 - 1990
Education
Carnegie Mellon University - Tepper School of Business
MBA, Business Administration
Ithaca College
BA, Spanish, math, computers
David Valente David Valente's Metlife Financial Services Experience June 2002 - June 2003
Job Estate Planning Attorney at Casner & Edwards, LLP
Industry Law Practice
Experience
Casner & Edwards, LLP August 2015 - Present
Bove & Langa, P.C. March 2012 - August 2015
Berluti McLaughlin & Kutchin LLP March 2010 - March 2012
Law Office of William J. Brisk January 2009 - March 2010
Colonial Wealth Management, an office of LPL Financial June 2003 - December 2008
MetLife Financial Services June 2002 - June 2003
Skills
estate planning, probate, tax planning, wealth management, Elder Law, Retirement Planning, Special Needs Planning, Trusts, Estate Tax Planning, Legal Research, Family Law, Gift Tax, Estate Planning, Financial Planners, Wealth Management, Strategic Financial..., Retirement, Asset Protection, Wills, Estate Law, Probation, LLC, Special Needs Trusts, Tax, Estate Administration, Wealth, Long-term Care, Legal Writing, Securities
Education
Boston University School of Law 2012 — 2015
Master of Laws (LL.M.), Taxation
Suffolk University - Sawyer School of Management 2011 — 2014
Master's Degree, Taxation
Suffolk University Law School 2004 — 2008
JD, law, estate planning
Boston College 1997 — 2001
BS, Finance & Computer Science
Casner & Edwards, LLP August 2015 - Present
Bove & Langa, P.C. March 2012 - August 2015
Berluti McLaughlin & Kutchin LLP March 2010 - March 2012
Law Office of William J. Brisk January 2009 - March 2010
Colonial Wealth Management, an office of LPL Financial June 2003 - December 2008
MetLife Financial Services June 2002 - June 2003
Skills
estate planning, probate, tax planning, wealth management, Elder Law, Retirement Planning, Special Needs Planning, Trusts, Estate Tax Planning, Legal Research, Family Law, Gift Tax, Estate Planning, Financial Planners, Wealth Management, Strategic Financial..., Retirement, Asset Protection, Wills, Estate Law, Probation, LLC, Special Needs Trusts, Tax, Estate Administration, Wealth, Long-term Care, Legal Writing, Securities
Education
Boston University School of Law 2012 — 2015
Master of Laws (LL.M.), Taxation
Suffolk University - Sawyer School of Management 2011 — 2014
Master's Degree, Taxation
Suffolk University Law School 2004 — 2008
JD, law, estate planning
Boston College 1997 — 2001
BS, Finance & Computer Science
Jon Dolson Jon Dolson's Metlife Financial Services Experience October 2000 - October 2003
Job Sheboygan County Clerk
Industry Investment Management
Experience
Sheboygan County January 2013 - Present
Zihua Sport Fishing Co. October 2005 - Present
Independent Financial Advisor October 2003 - February 2013
M & I Bank January 2007 - January 2009
Johnson Bank October 2005 - February 2007
Sheboygan Bratwurst Co. March 1999 - December 2003
MetLife Financial Services October 2000 - October 2003
Stubenrauch Architects June 1995 - October 2000
JD's Boathouse Nightclub March 1991 - November 1998
U.P. Engineers & Architects, Inc. September 1987 - March 1993
Skills
Wealth Management, Estate Planning, Mutual Funds, Small Business, Banking, Investment Management, Retirement Planning, Customer Service, Insurance, Team Building, Leadership, Securities, 401k, Consumer Lending, Due Diligence, Public Speaking
Education
Central Michigan University
Mason Co. Central H.S., Scottville, MI
Sheboygan County January 2013 - Present
Zihua Sport Fishing Co. October 2005 - Present
Independent Financial Advisor October 2003 - February 2013
M & I Bank January 2007 - January 2009
Johnson Bank October 2005 - February 2007
Sheboygan Bratwurst Co. March 1999 - December 2003
MetLife Financial Services October 2000 - October 2003
Stubenrauch Architects June 1995 - October 2000
JD's Boathouse Nightclub March 1991 - November 1998
U.P. Engineers & Architects, Inc. September 1987 - March 1993
Skills
Wealth Management, Estate Planning, Mutual Funds, Small Business, Banking, Investment Management, Retirement Planning, Customer Service, Insurance, Team Building, Leadership, Securities, 401k, Consumer Lending, Due Diligence, Public Speaking
Education
Central Michigan University
Mason Co. Central H.S., Scottville, MI
Aaryn Fisher Aaryn Fisher's Metlife Financial Services Experience July 2006 - May 2008
Job Senior Advisory Consultant at EY, Regulatory Transformation Practice
Industry Investment Banking
Experience
EY January 2015 - Present
Deutsche Bank July 2013 - August 2014
Deutsche Bank April 2013 - July 2013
Cranfield University School of Management September 2011 - October 2012
Queen Mary, University of London September 2010 - September 2011
Mutual of America May 2008 - November 2009
MetLife Financial Services July 2006 - May 2008
Skills
Public Speaking, Investment Advisory, Alternative Investments, Financial Management, Financial Regulation, Financial Services, Compliance, Securities Regulation, Client Relationship..., Corporate Law, Management Consulting, Risk Management, Financial Risk, Market Risk, Risk Based Testing, Managerial Finance, Entrepreneurship, Team Leadership, Business Strategy, Mergers & Acquisitions, Leadership, Project Management, Change Management, Strategy, Business Analysis, Consulting, Management, Finance
Education
Cranfield University - Cranfield School of Management 2011 — 2012
Master of Business Administration (M.B.A.), Project Management
Queen Mary, U. of London 2010 — 2011
Master of Science (MSc), Law and Finance, Specialising in Law and Financial Regulation, Merit
Towson University 1999 — 2003
Bachelor's Degree, Visual Communications, Cum Laude
EY January 2015 - Present
Deutsche Bank July 2013 - August 2014
Deutsche Bank April 2013 - July 2013
Cranfield University School of Management September 2011 - October 2012
Queen Mary, University of London September 2010 - September 2011
Mutual of America May 2008 - November 2009
MetLife Financial Services July 2006 - May 2008
Skills
Public Speaking, Investment Advisory, Alternative Investments, Financial Management, Financial Regulation, Financial Services, Compliance, Securities Regulation, Client Relationship..., Corporate Law, Management Consulting, Risk Management, Financial Risk, Market Risk, Risk Based Testing, Managerial Finance, Entrepreneurship, Team Leadership, Business Strategy, Mergers & Acquisitions, Leadership, Project Management, Change Management, Strategy, Business Analysis, Consulting, Management, Finance
Education
Cranfield University - Cranfield School of Management 2011 — 2012
Master of Business Administration (M.B.A.), Project Management
Queen Mary, U. of London 2010 — 2011
Master of Science (MSc), Law and Finance, Specialising in Law and Financial Regulation, Merit
Towson University 1999 — 2003
Bachelor's Degree, Visual Communications, Cum Laude
Steven Sadur Steven Sadur's Metlife Financial Services Experience June 2008 - September 2009
Job Territory Manager , Orlando FL. Castle Medical, LLC
Industry Biotechnology
Experience
Castle Medical, LLC January 2015 - Present
Banfield Pet Hospital February 2014 - January 2015
Concentra Health Solutions March 2011 - December 2013
Amedisys Home Health Care September 2009 - December 2010
MetLife Financial Services June 2008 - September 2009
Infusion Solutions, Inc / New England Home Therapies November 2007 - March 2008
Keene Medical Products, Inc July 2001 - September 2007
The Sherburne Store December 1991 - July 2001
Data General Corporation January 1986 - December 1991
Skills
Project Management, Program Management, Business Management, Operations Management, Business Analysis, Business Development, Strategic Planning, Management, Marketing, Recruiting, Healthcare, Start-ups, Training, Sales, Human Resources, Customer Service, Sales Management, Negotiation, Leadership, Analysis, Contract Negotiation, Account Management, Team Building, Sales Operations, Cross-functional Team..., New Business Development
Education
Babson College 1985 — 1985
Certificate, Technical Managers Program - MBA
Southern New Hamshire University 1982 — 1984
MBA - Masters of Business Administration and Management, Business Administration - Business Management
Northeastern University 1969 — 1974
BS Mechanical Engineering, Engineering and Project Management
Castle Medical, LLC January 2015 - Present
Banfield Pet Hospital February 2014 - January 2015
Concentra Health Solutions March 2011 - December 2013
Amedisys Home Health Care September 2009 - December 2010
MetLife Financial Services June 2008 - September 2009
Infusion Solutions, Inc / New England Home Therapies November 2007 - March 2008
Keene Medical Products, Inc July 2001 - September 2007
The Sherburne Store December 1991 - July 2001
Data General Corporation January 1986 - December 1991
Skills
Project Management, Program Management, Business Management, Operations Management, Business Analysis, Business Development, Strategic Planning, Management, Marketing, Recruiting, Healthcare, Start-ups, Training, Sales, Human Resources, Customer Service, Sales Management, Negotiation, Leadership, Analysis, Contract Negotiation, Account Management, Team Building, Sales Operations, Cross-functional Team..., New Business Development
Education
Babson College 1985 — 1985
Certificate, Technical Managers Program - MBA
Southern New Hamshire University 1982 — 1984
MBA - Masters of Business Administration and Management, Business Administration - Business Management
Northeastern University 1969 — 1974
BS Mechanical Engineering, Engineering and Project Management
Amir Kayyal, CFP® Amir Kayyal, CFP®'s Metlife Financial Services Experience February 2005 - December 2008
Job President at Fusion Financial
Industry Financial Services
Experience
Fusion Financial April 2007 - Present
MetLife Financial Services February 2005 - December 2008
Skills
Mortgage Lending, Real Estate, Strategic Financial..., Insurance, Risk Management, Business Analysis, Retirement, Small Business, Financial Advisory, Estate Planning, Finance, Credit, Strategic Planning, Personal Finance, Wealth Management..., Tax, Business Strategy, Wealth Management, Investments, Financial Services
Education
Azusa Pacific University 2001 — 2004
Master, MBA
Sharif University of Technology 1994 — 1998
Bachelor, Insudstrial Engineering
Fusion Financial April 2007 - Present
MetLife Financial Services February 2005 - December 2008
Skills
Mortgage Lending, Real Estate, Strategic Financial..., Insurance, Risk Management, Business Analysis, Retirement, Small Business, Financial Advisory, Estate Planning, Finance, Credit, Strategic Planning, Personal Finance, Wealth Management..., Tax, Business Strategy, Wealth Management, Investments, Financial Services
Education
Azusa Pacific University 2001 — 2004
Master, MBA
Sharif University of Technology 1994 — 1998
Bachelor, Insudstrial Engineering
Joe Valentine's Metlife Financial Services Experience 2000 - 2001
Job Managing Director at Signet Associates, LLC
Industry Financial Services
Experience
Synergy ISX April 2014 - Present
Signet Associates, LLC April 1988 - Present
QBE North America September 2011 - August 2014
Chubb & Son August 2001 - October 2006
Xerox Corp., Chubb and Son 1994 - 2005
Met Life 2000 - 2001
MetLife Financial Services 2000 - 2001
Xerox Corp 1979 - 1988
Skills
Instructional Design, International Project..., Training & Development, E-Learning, Employee Training, Organizational..., Project Management, Management, Business Process..., Leadership, Instructor-led Training, Needs Analysis, Process Improvement, Training Delivery, Training, Consulting, Software Documentation, Program Management
Education
City University of New York School of Law at Queens College 1970 — 1972
Columbia University 1966 — 1969
Synergy ISX April 2014 - Present
Signet Associates, LLC April 1988 - Present
QBE North America September 2011 - August 2014
Chubb & Son August 2001 - October 2006
Xerox Corp., Chubb and Son 1994 - 2005
Met Life 2000 - 2001
MetLife Financial Services 2000 - 2001
Xerox Corp 1979 - 1988
Skills
Instructional Design, International Project..., Training & Development, E-Learning, Employee Training, Organizational..., Project Management, Management, Business Process..., Leadership, Instructor-led Training, Needs Analysis, Process Improvement, Training Delivery, Training, Consulting, Software Documentation, Program Management
Education
City University of New York School of Law at Queens College 1970 — 1972
Columbia University 1966 — 1969
Philip Vinyard's Metlife Financial Services Experience 1989 - 1998
Job CPCU, Agency Owner
Industry Insurance
Experience
PV Insurance Agency February 2009 - Present
Allstate Insurance Company 2009 - 2010
Sisco Shutter Supply May 2005 - January 2008
Kelco Food Services April 2002 - April 2005
Allmerica Financial - Hanover Ins 1998 - 2001
MetLife Financial Services 1989 - 1998
Allstate Insurance Company November 1974 - December 1988
Skills
Insurance, Employee Benefits, Retail, Financial Services, Property & Casualty..., Life Insurance, Term Life Insurance, Commercial Insurance, Disability Insurance, Claim, Health Insurance, Fixed Annuities, Umbrella Insurance, General Insurance, Casualty
Education
Ball State University - College of Business 1968 — 1972
BS, Business
PV Insurance Agency February 2009 - Present
Allstate Insurance Company 2009 - 2010
Sisco Shutter Supply May 2005 - January 2008
Kelco Food Services April 2002 - April 2005
Allmerica Financial - Hanover Ins 1998 - 2001
MetLife Financial Services 1989 - 1998
Allstate Insurance Company November 1974 - December 1988
Skills
Insurance, Employee Benefits, Retail, Financial Services, Property & Casualty..., Life Insurance, Term Life Insurance, Commercial Insurance, Disability Insurance, Claim, Health Insurance, Fixed Annuities, Umbrella Insurance, General Insurance, Casualty
Education
Ball State University - College of Business 1968 — 1972
BS, Business
Dana Hayes, PHR, SHRM-CP's Metlife Financial Services Experience 2001 - 2004
Job Senior Human Resource Generalist
Industry Human Resources
Experience
Hayashi Telempu (HTNA) August 2015 - Present
Advanced Educational Staffing November 2012 - Present
Spectrum Human Services February 2011 - November 2012
Sedgwick CMS March 2006 - April 2009
Sedgwick CMS March 2005 - March 2006
MetLife Financial Services 2001 - 2004
Skills
General Liability, Benefits Administration, Benefits Design, Team Building, Employee Development..., Short Term Disability, FMLA, Workers Compensation, HRIS, HR Policies, Employee Engagement, Employment Law, Grievance Resolution, Performance Management, Organizational..., Training, New Hire Orientations, Employee Benefits, Employee Relations, Grievances, Disabilities, Legal Liability, Human Resources, Workforce Planning, Interviews, Personnel Management, Recruiting, Hiring, Onboarding, Management, Technical Recruiting, Resume Writing, Talent Acquisition, Career Development, Talent Management, Conflict Resolution, Applicant Tracking..., Temporary Placement, College Recruiting, Payroll, Employee Training, Labor Relations, Succession Planning, Networking, LinkedIn
Education
Central Michigan University
Master of Science (M.S.), Human Resources Administration
University of Phoenix
Business Administration, Human Resource Managment
Hayashi Telempu (HTNA) August 2015 - Present
Advanced Educational Staffing November 2012 - Present
Spectrum Human Services February 2011 - November 2012
Sedgwick CMS March 2006 - April 2009
Sedgwick CMS March 2005 - March 2006
MetLife Financial Services 2001 - 2004
Skills
General Liability, Benefits Administration, Benefits Design, Team Building, Employee Development..., Short Term Disability, FMLA, Workers Compensation, HRIS, HR Policies, Employee Engagement, Employment Law, Grievance Resolution, Performance Management, Organizational..., Training, New Hire Orientations, Employee Benefits, Employee Relations, Grievances, Disabilities, Legal Liability, Human Resources, Workforce Planning, Interviews, Personnel Management, Recruiting, Hiring, Onboarding, Management, Technical Recruiting, Resume Writing, Talent Acquisition, Career Development, Talent Management, Conflict Resolution, Applicant Tracking..., Temporary Placement, College Recruiting, Payroll, Employee Training, Labor Relations, Succession Planning, Networking, LinkedIn
Education
Central Michigan University
Master of Science (M.S.), Human Resources Administration
University of Phoenix
Business Administration, Human Resource Managment
Wayne Weld, SendOutCards.com/LTD Wayne Weld, SendOutCards.com/LTD's Metlife Financial Services Experience 2004 - 2008
Job Sr. Manager at SendOutCards, Inc., Consults in Appreciation Marketing, Entrepreneur
Industry Management Consulting
Experience
SendOutCards, Inc. April 2009 - Present
SendOutCards.com/LTD 2008 - Present
MetLife Financial Services 2004 - 2008
Natl. Assoc. for the Self Employed 1998 - 2004
Monex International 1987 - 1998
PrideMark International 1981 - 1986
Century 21 International 1975 - 1980
Skills
Team Building, B2B, Small Business, Entrepreneurship, Strategic Planning, Marketing, Public Speaking, Coaching, Social Media, Selling, Online Advertising, Public Relations, Social Media Marketing, Marketing Strategy, Sales, Leadership, Marketing Communications, Customer Service, Training, Event Planning, Real Estate, Team Leadership, Account Management, Networking, Online Marketing, New Business Development, Time Management, Fundraising, Business Networking, Budgets, Contract Negotiation, Personal Development, Strategy, Management, Executive Coaching, Email Marketing, Sales Management, Business Planning, Event Management, Management Consulting, Business Strategy, Start-ups, Finance, Social Networking, Business Development, Negotiation, Direct Sales, Leadership Development, Lead Generation, Non-profits
Education
Stanford University Graduate School of Business 1978 — 1978
Certificate, Business Management
Ohio University 1962 — 1966
BA, Economics
Dartmouth College 1963 — 1965
none, Liberal Arts
SendOutCards, Inc. April 2009 - Present
SendOutCards.com/LTD 2008 - Present
MetLife Financial Services 2004 - 2008
Natl. Assoc. for the Self Employed 1998 - 2004
Monex International 1987 - 1998
PrideMark International 1981 - 1986
Century 21 International 1975 - 1980
Skills
Team Building, B2B, Small Business, Entrepreneurship, Strategic Planning, Marketing, Public Speaking, Coaching, Social Media, Selling, Online Advertising, Public Relations, Social Media Marketing, Marketing Strategy, Sales, Leadership, Marketing Communications, Customer Service, Training, Event Planning, Real Estate, Team Leadership, Account Management, Networking, Online Marketing, New Business Development, Time Management, Fundraising, Business Networking, Budgets, Contract Negotiation, Personal Development, Strategy, Management, Executive Coaching, Email Marketing, Sales Management, Business Planning, Event Management, Management Consulting, Business Strategy, Start-ups, Finance, Social Networking, Business Development, Negotiation, Direct Sales, Leadership Development, Lead Generation, Non-profits
Education
Stanford University Graduate School of Business 1978 — 1978
Certificate, Business Management
Ohio University 1962 — 1966
BA, Economics
Dartmouth College 1963 — 1965
none, Liberal Arts
Kevin Sime Kevin Sime's Metlife Financial Services Experience November 2010 - Present
Job Content Management Analyst at MetLife
Industry Financial Services
Experience
MetLife February 2015 - Present
MetLife Financial Services November 2010 - Present
Complexitybuster Communications March 2010 - December 2011
Ameriprise Financial June 2004 - March 2009
Target Financial Services 2002 - 2004
Ameriprise Financial Services, Inc. 2000 - 2002
Ameriprise 1999 - 2001
Skills
Strategic Communications, Marketing Communications, Relationship Management, Change Management, Leadership, Strategic Planning, Management, Content Management, Internal Communications, Corporate Communications, Sales, Event Planning, Marketing Strategy, Public Relations, Social Media, Newsletters, Marketing, Social Media Marketing, Project Management, Public Speaking, Copywriting, Media Relations, Editing, Proposal Writing, Email Marketing, Product Marketing, Advertising, Direct Marketing, Strategy, Integrated Marketing, Marketing Management, Social Networking
Education
Iowa State University 1994 — 1996
M.A., Rhetoric and Professional Communication
Augsburg College 1986 — 1991
B.A., English, Education
MetLife February 2015 - Present
MetLife Financial Services November 2010 - Present
Complexitybuster Communications March 2010 - December 2011
Ameriprise Financial June 2004 - March 2009
Target Financial Services 2002 - 2004
Ameriprise Financial Services, Inc. 2000 - 2002
Ameriprise 1999 - 2001
Skills
Strategic Communications, Marketing Communications, Relationship Management, Change Management, Leadership, Strategic Planning, Management, Content Management, Internal Communications, Corporate Communications, Sales, Event Planning, Marketing Strategy, Public Relations, Social Media, Newsletters, Marketing, Social Media Marketing, Project Management, Public Speaking, Copywriting, Media Relations, Editing, Proposal Writing, Email Marketing, Product Marketing, Advertising, Direct Marketing, Strategy, Integrated Marketing, Marketing Management, Social Networking
Education
Iowa State University 1994 — 1996
M.A., Rhetoric and Professional Communication
Augsburg College 1986 — 1991
B.A., English, Education
Michael Lackey Michael Lackey's Metlife Financial Services Experience July 2000 - June 2003
Job Vice President, Field Development at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company March 2012 - February 2015
New York Life Insurance Company January 2010 - March 2012
New York Life Insurance Company January 2007 - December 2009
New York Life Insurance Company October 2005 - January 2007
G2X February 2005 - September 2005
Capgemini June 2003 - January 2005
MetLife Financial Services July 2000 - June 2003
The Mutual Life Insurance Company of New York (later "the MONY Group") October 1992 - June 2000
Skills
Life Insurance..., Life Insurance Product..., Profit Center Management, Life Insurance Product..., Fixed Annuities, Life Insurance, Insurance, Retirement, Mutual Funds, Strategy, Disability Insurance, Long-term Care, Term Life Insurance, Financial Advisory, Financial Services, Management, Finance, Investments, Product Management, Retirement Planning, Strategic Financial..., Whole Life, Financial Planning
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, General Management Concentration
The American College 1995 — 1999
CLU, ChFC, Chartered Life Underwriter, Chartered Financial Consultant
Georgetown University 1987 — 1991
BSBA, Finance
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company March 2012 - February 2015
New York Life Insurance Company January 2010 - March 2012
New York Life Insurance Company January 2007 - December 2009
New York Life Insurance Company October 2005 - January 2007
G2X February 2005 - September 2005
Capgemini June 2003 - January 2005
MetLife Financial Services July 2000 - June 2003
The Mutual Life Insurance Company of New York (later "the MONY Group") October 1992 - June 2000
Skills
Life Insurance..., Life Insurance Product..., Profit Center Management, Life Insurance Product..., Fixed Annuities, Life Insurance, Insurance, Retirement, Mutual Funds, Strategy, Disability Insurance, Long-term Care, Term Life Insurance, Financial Advisory, Financial Services, Management, Finance, Investments, Product Management, Retirement Planning, Strategic Financial..., Whole Life, Financial Planning
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, General Management Concentration
The American College 1995 — 1999
CLU, ChFC, Chartered Life Underwriter, Chartered Financial Consultant
Georgetown University 1987 — 1991
BSBA, Finance
Tom Daoust Tom Daoust's Metlife Financial Services Experience 2002 - December 2014
Job Broker, Financial Adviser at MetLife Securities, Inc.
Industry Financial Services
Experience
MetLife Securities, Inc. January 2015 - Present
MetLife Financial Services 2002 - December 2014
Education
Clarkson University 1973 — 1975
Bachelors Degree, Social Science
Clarkson University
Bachelor of Science (BS)
MetLife Securities, Inc. January 2015 - Present
MetLife Financial Services 2002 - December 2014
Education
Clarkson University 1973 — 1975
Bachelors Degree, Social Science
Clarkson University
Bachelor of Science (BS)
Phil Caponigro, MPA Phil Caponigro, MPA's Metlife Financial Services Experience January 1991 - 1999
Job Small business owner and full time student
Industry Professional Training & Coaching
Experience
CapOrt Emergency Response and Mitigation Consultants, LLC January 2012 - Present
ASPA Section for HHS, Member Board of Directors and newsletter editor 2011 - Present
Benedictine University 2010 - Present
Walden University 2006 - Present
Kaplan University, School of Professional and Continuing Education 2003 - Present
Republican Party of Iowa 2008 - 2013
American Society of Public Administrators 2006 - 2010
CapNap LLC 1999 - 2003
MetLife Financial Services January 1991 - 1999
Skills
Public Speaking, Non-profits, Community Outreach, Research, Microsoft Office, Policy, Teaching, Strategic Planning, Customer Service, Analysis, Leadership Development, Event Planning, Fundraising, Social Media, Organizational..., Policy Analysis, Program Development, Management, Coaching, Team Building, Marketing, Event Management, Healthcare, Cross-functional Team..., E-Learning, Negotiation, Leadership, Higher Education, Nonprofits, System Administration, Training, Data Analysis, Program Management, Staff Development, Government, Public Policy, Grant Writing, Business Analysis,..., Adult Education, teaching skills, Public Relations, PowerPoint, Microsoft Excel, Project Planning, Conflict Resolution, Project Management, Change Management, Team Leadership, Adult ed, Program Evaluation
Education
Walden University 2006 — 2009
MPA, 2008, Public policy with a homeland security and public leadership skills emphasis, 4.0 of 4.0 for all graded classroom work
Benedictine University 1968 — 1972
BA, PoliticalScience
CapOrt Emergency Response and Mitigation Consultants, LLC January 2012 - Present
ASPA Section for HHS, Member Board of Directors and newsletter editor 2011 - Present
Benedictine University 2010 - Present
Walden University 2006 - Present
Kaplan University, School of Professional and Continuing Education 2003 - Present
Republican Party of Iowa 2008 - 2013
American Society of Public Administrators 2006 - 2010
CapNap LLC 1999 - 2003
MetLife Financial Services January 1991 - 1999
Skills
Public Speaking, Non-profits, Community Outreach, Research, Microsoft Office, Policy, Teaching, Strategic Planning, Customer Service, Analysis, Leadership Development, Event Planning, Fundraising, Social Media, Organizational..., Policy Analysis, Program Development, Management, Coaching, Team Building, Marketing, Event Management, Healthcare, Cross-functional Team..., E-Learning, Negotiation, Leadership, Higher Education, Nonprofits, System Administration, Training, Data Analysis, Program Management, Staff Development, Government, Public Policy, Grant Writing, Business Analysis,..., Adult Education, teaching skills, Public Relations, PowerPoint, Microsoft Excel, Project Planning, Conflict Resolution, Project Management, Change Management, Team Leadership, Adult ed, Program Evaluation
Education
Walden University 2006 — 2009
MPA, 2008, Public policy with a homeland security and public leadership skills emphasis, 4.0 of 4.0 for all graded classroom work
Benedictine University 1968 — 1972
BA, PoliticalScience
John Null John Null's Metlife Financial Services Experience May 2008 - June 2009
Job Independent Financial Advisor serving the senior market with asset protection, Medicare plans, Aid and Attendance,LTC
Industry Financial Services
Experience
Senior Advisors of the East Valley October 2010 - Present
Cambridge Financial March 2008 - October 2010
MetLife Financial Services May 2008 - June 2009
Skills
Medicare, Medicaid,...
Education
Cerritos College 1960 — 1963
Senior Advisors of the East Valley October 2010 - Present
Cambridge Financial March 2008 - October 2010
MetLife Financial Services May 2008 - June 2009
Skills
Medicare, Medicaid,...
Education
Cerritos College 1960 — 1963
Carole Horton Carole Horton's Metlife Financial Services Experience April 2008 - November 2009
Job Independent Insurance Broker specializing in Long Term Care, Private Pensions, and Medicare Supplements
Industry Insurance
Experience
Sunshine Insurance Brokerage and LTC Global, June 2015 - Present
Genworth August 2011 - July 2014
MetLife Financial Services April 2008 - November 2009
Prentice Hall Publishing August 2002 - February 2007
Prentice Hall June 1997 - August 2002
Prentice Hall June 1995 - May 1997
Skills
Account Management, Sales, Management, Training, Leadership, CRM, Selling, Strategy, Sales Operations, Recruiting, Sales Management, Team Building
Education
Agnes Scott College
transferred
Duke University
B.A., English
Sunshine Insurance Brokerage and LTC Global, June 2015 - Present
Genworth August 2011 - July 2014
MetLife Financial Services April 2008 - November 2009
Prentice Hall Publishing August 2002 - February 2007
Prentice Hall June 1997 - August 2002
Prentice Hall June 1995 - May 1997
Skills
Account Management, Sales, Management, Training, Leadership, CRM, Selling, Strategy, Sales Operations, Recruiting, Sales Management, Team Building
Education
Agnes Scott College
transferred
Duke University
B.A., English
Gregory Winkler, CFA, FRM's Metlife Financial Services Experience June 2006 - August 2006
Job VP, Derivative Trade Execution Specialist at First Niagara Bank
Industry Capital Markets
Experience
First Niagara Bank June 2011 - Present
First Niagara Bank August 2009 - June 2011
Hunterview LLC June 2008 - July 2009
Hunterview LLC January 2007 - May 2008
MetLife Financial Services June 2006 - August 2006
Skills
Portfolio Management, Credit Analysis, Fixed Income, Financial Analysis, Banking, Investments, Securities, VBA, Capital Markets, Financial Modeling, Finance, Credit, Risk Management, Corporate Finance
Education
Canisius College 2002 — 2006
BS, Finance and MIS
First Niagara Bank June 2011 - Present
First Niagara Bank August 2009 - June 2011
Hunterview LLC June 2008 - July 2009
Hunterview LLC January 2007 - May 2008
MetLife Financial Services June 2006 - August 2006
Skills
Portfolio Management, Credit Analysis, Fixed Income, Financial Analysis, Banking, Investments, Securities, VBA, Capital Markets, Financial Modeling, Finance, Credit, Risk Management, Corporate Finance
Education
Canisius College 2002 — 2006
BS, Finance and MIS
Avon King, MBA, CRCMP, SSGB Avon King, MBA, CRCMP, SSGB's Metlife Financial Services Experience May 2006 - February 2007
Job Compliance/Operations Professional
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Tangible Concepts Consulting February 2012 - Present
Morgan Stanley 2013 - 2015
Linq Financial Group March 2009 - July 2013
MassMutual Financial Group March 2009 - July 2013
WallStreet*E Financial Services March 2007 - March 2009
MetLife Financial Services May 2006 - February 2007
Skills
Insurance, Compliance, Securities, FINRA, Valuation, Risk Management, Data Analysis, Research, Management Consulting, Operations Management, Business Process..., Business Strategy, Employee Management, Employment Law, Six Sigma, Mutual Funds, Investments, Strategic Financial..., Financial Services, Finance, Retirement Planning, Banking, Long Term Care Insurance, Long-term Care, Fixed Annuities, Trading, Disability Insurance, 401k, Financial Advisory, Retirement, Wealth Management, Asset Allocation, Asset Management, Series 63, Life Insurance, Series 7, IRAs, Variable Annuities, Investment Strategies, Series 24, Financial Planning
Education
Villanova University 2012 — 2012
Six Sigma Green Belt
Nova Southeastern University 2008 — 2011
MBA, Finance, 3.7
Barry University 2001 — 2005
BA, Finance/Economics
All Saints Cathedral 1998 — 2001
High School Diploma
Morgan Stanley August 2015 - Present
Tangible Concepts Consulting February 2012 - Present
Morgan Stanley 2013 - 2015
Linq Financial Group March 2009 - July 2013
MassMutual Financial Group March 2009 - July 2013
WallStreet*E Financial Services March 2007 - March 2009
MetLife Financial Services May 2006 - February 2007
Skills
Insurance, Compliance, Securities, FINRA, Valuation, Risk Management, Data Analysis, Research, Management Consulting, Operations Management, Business Process..., Business Strategy, Employee Management, Employment Law, Six Sigma, Mutual Funds, Investments, Strategic Financial..., Financial Services, Finance, Retirement Planning, Banking, Long Term Care Insurance, Long-term Care, Fixed Annuities, Trading, Disability Insurance, 401k, Financial Advisory, Retirement, Wealth Management, Asset Allocation, Asset Management, Series 63, Life Insurance, Series 7, IRAs, Variable Annuities, Investment Strategies, Series 24, Financial Planning
Education
Villanova University 2012 — 2012
Six Sigma Green Belt
Nova Southeastern University 2008 — 2011
MBA, Finance, 3.7
Barry University 2001 — 2005
BA, Finance/Economics
All Saints Cathedral 1998 — 2001
High School Diploma
Jeff DiMercurio Jeff DiMercurio's Metlife Financial Services Experience September 1991 - July 1998
Job Partner, Johnston, Gremaux, & Rossi, LLP
Industry Accounting
Experience
Johnston, Gremaux, & Rossi, LLP July 1998 - Present
MetLife Financial Services September 1991 - July 1998
Armstrong Bastow and Potter, CPA's 1985 - 1989
Skills
Accounting, Tax, Construction, Budgeting, Strategic Planning, Planning, Budgets, Project Planning, Tax Preparation, Auditing, GAAP, Nonprofits, CPA, Real Estate, Financial Reporting, Strategic Financial..., Finance, QuickBooks, Financial Analysis, General Ledger, Cash Flow, Income Tax, Corporate Tax, S Corporations, Internal Controls, Bookkeeping, Financial Accounting, Fixed Assets, Account Reconciliation, Payroll, Tax Returns, Partnership Taxation, Journal Entries, Construction Accounting, Revenue Recognition, Tax Research, Business Planning, Financial Planning
Education
California Polytechnic State University-San Luis Obispo 1982 — 1985
BA, Business - Accounting
Los Medanos College 1980 — 1982
Associate of Arts (AA), Business Administration and Management, General
Antioch High 1977 — 1980
9-12
Johnston, Gremaux, & Rossi, LLP July 1998 - Present
MetLife Financial Services September 1991 - July 1998
Armstrong Bastow and Potter, CPA's 1985 - 1989
Skills
Accounting, Tax, Construction, Budgeting, Strategic Planning, Planning, Budgets, Project Planning, Tax Preparation, Auditing, GAAP, Nonprofits, CPA, Real Estate, Financial Reporting, Strategic Financial..., Finance, QuickBooks, Financial Analysis, General Ledger, Cash Flow, Income Tax, Corporate Tax, S Corporations, Internal Controls, Bookkeeping, Financial Accounting, Fixed Assets, Account Reconciliation, Payroll, Tax Returns, Partnership Taxation, Journal Entries, Construction Accounting, Revenue Recognition, Tax Research, Business Planning, Financial Planning
Education
California Polytechnic State University-San Luis Obispo 1982 — 1985
BA, Business - Accounting
Los Medanos College 1980 — 1982
Associate of Arts (AA), Business Administration and Management, General
Antioch High 1977 — 1980
9-12
Lee Rogers Lee Rogers's Metlife Financial Services Experience November 1983 - November 2000
Job Regional Marketing Manager
Industry Insurance
Experience
MN Northwest December 2013 - Present
Penn Mutual February 2009 - November 2013
Aviva plc November 2006 - February 2009
Allstate Financial November 2000 - November 2006
MetLife Financial Services November 1983 - November 2000
Education
Arizona State University 1982 — 1983
MBA, Marketing & Finance
University of Utah - David Eccles School of Business 1979 — 1982
BS, Finance, Speech Communication
MN Northwest December 2013 - Present
Penn Mutual February 2009 - November 2013
Aviva plc November 2006 - February 2009
Allstate Financial November 2000 - November 2006
MetLife Financial Services November 1983 - November 2000
Education
Arizona State University 1982 — 1983
MBA, Marketing & Finance
University of Utah - David Eccles School of Business 1979 — 1982
BS, Finance, Speech Communication
Wesley Quach Wesley Quach's Metlife Financial Services Experience October 2006 - Present
Job Managing Director at Ansir Innovation Center
Industry Internet
Experience
Ansir Innovation Center March 2011 - Present
Convoy District September 2012 - Present
Asian Pacific American Coalition January 2012 - Present
UP Global (Startup Weekend) July 2011 - Present
MetLife Financial Services October 2006 - Present
San Diego Lucky Lion Dancers December 2001 - Present
Meijun July 2012 - February 2013
Social Networking San Diego October 2010 - April 2011
Skills
Social Media, Online Advertising, Social Media Marketing, Marketing, Event Planning, Entrepreneurship, Public Speaking, Blogging, Wordpress, Market Research, Public Relations, Microsoft Office, Research, Social Networking, Advertising, Management, Fundraising, Online Marketing, Strategy, Program Management, Spanish, WordPress, Team Leadership, New Business Development, SEO, Training, Customer Service, Press Releases, Google Analytics, Strategic Planning, Marketing Communications, Leadership, Nonprofits, Start-ups, Copywriting, Email Marketing, Sales, Team Building, Time Management, Event Management, Microsoft Excel, Non-profits, Business Development, Operations Management, Digital Marketing, Marketing Strategy, Business Strategy, Strategic Partnerships, Facebook, Photoshop
Education
California State University-San Marcos - College of Business Administration 2005 — 2010
Bachelor of Science (B.S.), Business Administration
Mira Costa Community College 2010 — 2010
Internet Marketing
New School of Architecture and Design 2005 — 2005
Summer Exploratory Program
Ansir Innovation Center March 2011 - Present
Convoy District September 2012 - Present
Asian Pacific American Coalition January 2012 - Present
UP Global (Startup Weekend) July 2011 - Present
MetLife Financial Services October 2006 - Present
San Diego Lucky Lion Dancers December 2001 - Present
Meijun July 2012 - February 2013
Social Networking San Diego October 2010 - April 2011
Skills
Social Media, Online Advertising, Social Media Marketing, Marketing, Event Planning, Entrepreneurship, Public Speaking, Blogging, Wordpress, Market Research, Public Relations, Microsoft Office, Research, Social Networking, Advertising, Management, Fundraising, Online Marketing, Strategy, Program Management, Spanish, WordPress, Team Leadership, New Business Development, SEO, Training, Customer Service, Press Releases, Google Analytics, Strategic Planning, Marketing Communications, Leadership, Nonprofits, Start-ups, Copywriting, Email Marketing, Sales, Team Building, Time Management, Event Management, Microsoft Excel, Non-profits, Business Development, Operations Management, Digital Marketing, Marketing Strategy, Business Strategy, Strategic Partnerships, Facebook, Photoshop
Education
California State University-San Marcos - College of Business Administration 2005 — 2010
Bachelor of Science (B.S.), Business Administration
Mira Costa Community College 2010 — 2010
Internet Marketing
New School of Architecture and Design 2005 — 2005
Summer Exploratory Program
Robert S. Johnson Robert S. Johnson's Metlife Financial Services Experience April 2001 - July 2009
Job Registered Representative
Industry Financial Services
Experience
NYLIFE Securities LLC February 2012 - March 2014
MetLife Financial Services April 2001 - July 2009
National City Bank April 2003 - October 2003
United States Marine Corps April 1983 - April 1987
Skills
Retirement, Retirement Planning, Investments, Annuity Sales, 401k Rollovers, Insurance, Risk Management, Financial Services, Banking, Underwriting, Finance, Health Insurance, Small Business, Relationship Management, Management, Employee Benefits, Analysis, Financial Analysis, Life Insurance
Education
Cleveland State University 1994 — 2000
Bachelor of Business Administration, Marketing
United State Marine Corps Supply School 1983 — 1983
Certificate, Logistics, Materials, and Supply Chain Management, E-4
John F. Kennedy High School 1980 — 1982
High School Diploma, Electronics
NYLIFE Securities LLC February 2012 - March 2014
MetLife Financial Services April 2001 - July 2009
National City Bank April 2003 - October 2003
United States Marine Corps April 1983 - April 1987
Skills
Retirement, Retirement Planning, Investments, Annuity Sales, 401k Rollovers, Insurance, Risk Management, Financial Services, Banking, Underwriting, Finance, Health Insurance, Small Business, Relationship Management, Management, Employee Benefits, Analysis, Financial Analysis, Life Insurance
Education
Cleveland State University 1994 — 2000
Bachelor of Business Administration, Marketing
United State Marine Corps Supply School 1983 — 1983
Certificate, Logistics, Materials, and Supply Chain Management, E-4
John F. Kennedy High School 1980 — 1982
High School Diploma, Electronics
Jeanine Benenati Jeanine Benenati's Metlife Financial Services Experience March 2002 - August 2005
Job President, Strategic Wealth Management, LLC
Industry Financial Services
Experience
LPL Financial 2012 - Present
Strategic Wealth Management, LLC December 1999 - Present
MetLife Financial Services March 2002 - August 2005
Phoenix Life Insurance Company March 1997 - December 1999
Phoenix Life Insurance Company March 1994 - March 1997
Transamerica Reinsurance March 1992 - March 1994
Education
Cameron University 1982 — 1984
Accounting
University of Central Oklahoma 1981 — 1982
Accounting
LPL Financial 2012 - Present
Strategic Wealth Management, LLC December 1999 - Present
MetLife Financial Services March 2002 - August 2005
Phoenix Life Insurance Company March 1997 - December 1999
Phoenix Life Insurance Company March 1994 - March 1997
Transamerica Reinsurance March 1992 - March 1994
Education
Cameron University 1982 — 1984
Accounting
University of Central Oklahoma 1981 — 1982
Accounting
Arpita Sharma, PMP Arpita Sharma, PMP's Metlife Financial Services Experience July 2000 - December 2001
Job Senior Manager at Enaxis Consulting
Industry Information Technology and Services
Experience
Enaxis Consulting August 2013 - Present
Wipro Technologies May 2012 - Present
Wipro Technologies March 2011 - May 2012
SAIC October 2007 - December 2009
Scicom Technologies Inc. April 2007 - September 2007
MetLife Financial Services July 2000 - December 2001
Xerox August 1996 - March 1999
Skills
PMP, Business Analysis, Program Management, SDLC, Requirements Analysis, Software Project..., Integration, Resource Management, Vendor Management, PMO, Project Management, Project Portfolio..., Project Delivery, Business Process..., Business Development, CRM, Service Delivery, Relationship Management, Consulting, Change Management, Management, Information Technology, Business Intelligence, Outsourcing, Business Process, Enterprise Architecture, Leadership, Pre-sales, Solution Architecture, Business Transformation, IT Service Management, Operations Management, Management Consulting
Education
University of Pune 1994 — 1996
M.B.A., Marketing
Delhi University 1991 — 1994
B.A. Hons., Economics
Enaxis Consulting August 2013 - Present
Wipro Technologies May 2012 - Present
Wipro Technologies March 2011 - May 2012
SAIC October 2007 - December 2009
Scicom Technologies Inc. April 2007 - September 2007
MetLife Financial Services July 2000 - December 2001
Xerox August 1996 - March 1999
Skills
PMP, Business Analysis, Program Management, SDLC, Requirements Analysis, Software Project..., Integration, Resource Management, Vendor Management, PMO, Project Management, Project Portfolio..., Project Delivery, Business Process..., Business Development, CRM, Service Delivery, Relationship Management, Consulting, Change Management, Management, Information Technology, Business Intelligence, Outsourcing, Business Process, Enterprise Architecture, Leadership, Pre-sales, Solution Architecture, Business Transformation, IT Service Management, Operations Management, Management Consulting
Education
University of Pune 1994 — 1996
M.B.A., Marketing
Delhi University 1991 — 1994
B.A. Hons., Economics
Ron Bonini Ron Bonini's Metlife Financial Services Experience 1975 - 2006
Job Manager of Agency Services at Sagicor Life Insurance Company
Industry Financial Services
Experience
Sagicor Agency Services, Sage Distribution, LLC January 2014 - Present
AXA Advisors April 2011 - December 2013
Mutual of Omaha July 2007 - March 2011
MetLife Financial Services 1975 - 2006
Skills
Leadership, Insurance, Recruiting, Training, Retirement, Term Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance, Retirement Planning, Management, Sales, Program Management, Succession Planning, Sales Operations, Long Term Care Insurance, 401k Rollovers, Wealth Management, Financial Advisory, IRAs, 401k, Risk Management, Employee Benefits, Strategic Financial..., Financial Planning
Education
Adelphi University 1974 — 1975
Masters, Education
The University of Kansas 1972 — 1974
Master's degree, Education
Ottawa University 1968 — 1972
B.S., Education
Valley Stream North High School 1964 — 1968
H.S.
Sagicor Agency Services, Sage Distribution, LLC January 2014 - Present
AXA Advisors April 2011 - December 2013
Mutual of Omaha July 2007 - March 2011
MetLife Financial Services 1975 - 2006
Skills
Leadership, Insurance, Recruiting, Training, Retirement, Term Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance, Retirement Planning, Management, Sales, Program Management, Succession Planning, Sales Operations, Long Term Care Insurance, 401k Rollovers, Wealth Management, Financial Advisory, IRAs, 401k, Risk Management, Employee Benefits, Strategic Financial..., Financial Planning
Education
Adelphi University 1974 — 1975
Masters, Education
The University of Kansas 1972 — 1974
Master's degree, Education
Ottawa University 1968 — 1972
B.S., Education
Valley Stream North High School 1964 — 1968
H.S.
Janet Fishman Janet Fishman's Metlife Financial Services Experience April 1997 - September 1998
Job Executive Assistant
Industry Information Technology and Services
Experience
Aflac October 2012 - February 2013
Silicon Valley Bank December 2010 - October 2012
Kol Echad December 2009 - September 2010
The Organized Executive, LLC January 2006 - June 2007
SAIC June 2000 - May 2004
SAIC June 2000 - December 2000
SAIC October 2000 - November 2000
MetLife September 1998 - April 1999
MetLife Financial Services April 1997 - September 1998
MetLife March 1995 - April 1997
Skills
MS Office, Scheduling, Business Process..., Time Management, Database Administration, Generalists, Strategist, Written Correspondence, Problem Solver, Research Skills, IT Support, Motivated self-starter, Meet Deadlines, Event Planning, Versatility, Exceptionally well..., Marketing, Management, Microsoft Office, Customer Service, Research, Strategy, Software Documentation, Workshop Facilitation
Education
American InterContinental University 1999 — 2000
Masters
University of California, San Diego 1984 — 1989
BA
Apple Valley High School 1979 — 1984
Diploma
Aflac October 2012 - February 2013
Silicon Valley Bank December 2010 - October 2012
Kol Echad December 2009 - September 2010
The Organized Executive, LLC January 2006 - June 2007
SAIC June 2000 - May 2004
SAIC June 2000 - December 2000
SAIC October 2000 - November 2000
MetLife September 1998 - April 1999
MetLife Financial Services April 1997 - September 1998
MetLife March 1995 - April 1997
Skills
MS Office, Scheduling, Business Process..., Time Management, Database Administration, Generalists, Strategist, Written Correspondence, Problem Solver, Research Skills, IT Support, Motivated self-starter, Meet Deadlines, Event Planning, Versatility, Exceptionally well..., Marketing, Management, Microsoft Office, Customer Service, Research, Strategy, Software Documentation, Workshop Facilitation
Education
American InterContinental University 1999 — 2000
Masters
University of California, San Diego 1984 — 1989
BA
Apple Valley High School 1979 — 1984
Diploma
Stephanie Colb Stephanie Colb's Metlife Financial Services Experience April 2010 - October 2013
Job Adoptions Counselor at the Richmond SPCA
Industry Nonprofit Organization Management
Experience
Richmond SPCA June 2015 - Present
2U March 2014 - May 2015
Shadow-Soft October 2013 - January 2014
MetLife Financial Services April 2010 - October 2013
Christopher Newport University Office of Admission August 2011 - May 2013
American Cancer Society August 2012 - January 2013
James River Country Club April 2012 - September 2012
Newport News Department of Parks, Recreation, and Tourism February 2012 - May 2012
Habitat for Humanity International January 2012 - April 2012
Wesley Children's Center April 2008 - August 2009
Education
Christopher Newport University 2009 — 2013
Bachelor's degree, Communication Studies, Alumni - May 2013 Graduate
Colonial Heights High School 2005 — 2009
Advanced Studies Diploma
Richmond SPCA June 2015 - Present
2U March 2014 - May 2015
Shadow-Soft October 2013 - January 2014
MetLife Financial Services April 2010 - October 2013
Christopher Newport University Office of Admission August 2011 - May 2013
American Cancer Society August 2012 - January 2013
James River Country Club April 2012 - September 2012
Newport News Department of Parks, Recreation, and Tourism February 2012 - May 2012
Habitat for Humanity International January 2012 - April 2012
Wesley Children's Center April 2008 - August 2009
Education
Christopher Newport University 2009 — 2013
Bachelor's degree, Communication Studies, Alumni - May 2013 Graduate
Colonial Heights High School 2005 — 2009
Advanced Studies Diploma
Jim Emmerson's Metlife Financial Services Experience 2008 - May 2010
Job Director of Sales and Marketing at UNOX, Inc.
Industry Food & Beverages
Experience
UNOX, Inc. August 2015 - Present
Lake Norman Benefits February 2012 - August 2015
Hissho Sushi Inc. June 2010 - December 2011
MetLife Financial Services 2008 - May 2010
Gartner, Inc. August 1997 - March 2008
Lake Norman Financial Planning January 2004 - March 2005
Radio Shack September 1995 - August 1997
Charlotte Overhead Door September 1992 - August 1995
US Navy 1984 - 1992
Skills
Leadership, Strategy, Marketing, Sales Process, Sales Leadership..., Business Development, Sales, CRM, Employee Benefits, Employee Training, Financial Planning, Account Management, Affordable Care Act, Salesforce.com, Lead Generation, Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Direct Sales, Investments, Selling, Financial Planners, Sales Trainings
Education
Bridgewater University
Bachelors
UNOX, Inc. August 2015 - Present
Lake Norman Benefits February 2012 - August 2015
Hissho Sushi Inc. June 2010 - December 2011
MetLife Financial Services 2008 - May 2010
Gartner, Inc. August 1997 - March 2008
Lake Norman Financial Planning January 2004 - March 2005
Radio Shack September 1995 - August 1997
Charlotte Overhead Door September 1992 - August 1995
US Navy 1984 - 1992
Skills
Leadership, Strategy, Marketing, Sales Process, Sales Leadership..., Business Development, Sales, CRM, Employee Benefits, Employee Training, Financial Planning, Account Management, Affordable Care Act, Salesforce.com, Lead Generation, Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Direct Sales, Investments, Selling, Financial Planners, Sales Trainings
Education
Bridgewater University
Bachelors
David Kashner's Metlife Financial Services Experience June 2005 - September 2012
Job Looking for individuals who want to change their lives, and impact the lives of others.
Industry Financial Services
Experience
Family Heritage Life Insurance Company of America March 2015 - Present
Project 10:16 February 2015 - Present
MetLife Financial Services June 2005 - September 2012
MetLife Financial Services 2005 - 2007
Cornell Companies 2001 - 2006
Skills
Microsoft Excel, Account Management, Coaching, Customer Service, Disability Insurance, Finance, Health Insurance, Fixed Annuities, IRAs, Insurance, Leadership, Life Insurance, Long-term Care, Management, Marketing, Marketing Strategy, Mentoring, Recruiting, New Business Development, Sales, Sales Management, Small Business, Social Media Marketing, Strategic Planning, Team Building, Team Management, Term Life Insurance, Time Management, Investments, Social Networking, Training
Education
Liberty University 2014 — 2017
Master of Business Administration (MBA), Leadership
Shippensburg University of Pennsylvania 1985 — 1990
Bachelors of Science, Criminal Justice (Pre-Law) & Music
Taškentskij Islamiskij Universitet
BFA, Music
Family Heritage Life Insurance Company of America March 2015 - Present
Project 10:16 February 2015 - Present
MetLife Financial Services June 2005 - September 2012
MetLife Financial Services 2005 - 2007
Cornell Companies 2001 - 2006
Skills
Microsoft Excel, Account Management, Coaching, Customer Service, Disability Insurance, Finance, Health Insurance, Fixed Annuities, IRAs, Insurance, Leadership, Life Insurance, Long-term Care, Management, Marketing, Marketing Strategy, Mentoring, Recruiting, New Business Development, Sales, Sales Management, Small Business, Social Media Marketing, Strategic Planning, Team Building, Team Management, Term Life Insurance, Time Management, Investments, Social Networking, Training
Education
Liberty University 2014 — 2017
Master of Business Administration (MBA), Leadership
Shippensburg University of Pennsylvania 1985 — 1990
Bachelors of Science, Criminal Justice (Pre-Law) & Music
Taškentskij Islamiskij Universitet
BFA, Music
Judith Osvath- Nagy's Metlife Financial Services Experience October 1996 - January 2001
Job Entrepreneur
Industry Individual & Family Services
Experience
Vitamix September 2014 - Present
Infinite Financial Services, Inc. January 1996 - Present
New Hope Specialized Services October 2010 - August 2014
Ohio National Financial Services January 2001 - January 2013
Advanced Opportunity and Life Enrichment, Inc. May 1989 - August 2010
MetLife Financial Services October 1996 - January 2001
Skills
Public Speaking, Non-profits, Volunteer Management, Employee Benefits, Leadership Development, Program Development, Coaching, Insurance, Event Planning, PowerPoint, Team Building, Program Management, Estate Planning, Training, Management, Non-profit..., Non-profit Leadership, Leadership, Nonprofits
Education
Case Western Reserve University 2014 — 2016
Master of Science in Social Administration and Master of Nonprofit Organizations, Concentration on Adult Mental Health/Management and Leadership
Baldwin Wallace University 2012 — 2013
Bachelor of Applied Science (B.A.Sc.), Clinical, Counseling and Applied Psychology, Organizational Leadership
The American College 1996 — 1999
Life Underwriters Training Council Fellow, Financial Planning and Services
Cleveland State University 1983 — 1988
Business Administration and Management, General
Shaker Hts. High School 1980 — 1983
Vitamix September 2014 - Present
Infinite Financial Services, Inc. January 1996 - Present
New Hope Specialized Services October 2010 - August 2014
Ohio National Financial Services January 2001 - January 2013
Advanced Opportunity and Life Enrichment, Inc. May 1989 - August 2010
MetLife Financial Services October 1996 - January 2001
Skills
Public Speaking, Non-profits, Volunteer Management, Employee Benefits, Leadership Development, Program Development, Coaching, Insurance, Event Planning, PowerPoint, Team Building, Program Management, Estate Planning, Training, Management, Non-profit..., Non-profit Leadership, Leadership, Nonprofits
Education
Case Western Reserve University 2014 — 2016
Master of Science in Social Administration and Master of Nonprofit Organizations, Concentration on Adult Mental Health/Management and Leadership
Baldwin Wallace University 2012 — 2013
Bachelor of Applied Science (B.A.Sc.), Clinical, Counseling and Applied Psychology, Organizational Leadership
The American College 1996 — 1999
Life Underwriters Training Council Fellow, Financial Planning and Services
Cleveland State University 1983 — 1988
Business Administration and Management, General
Shaker Hts. High School 1980 — 1983
Michael T. Farley's Metlife Financial Services Experience 1997 - 1997
Job Marketing Manager, Asset Management Communications in Boston
Industry Financial Services
Experience
Columbia Threadneedle Investments, US 2011 - Present
IBM 2011 - 2011
The Education Resources Institute, Inc. (TERI) 2007 - 2010
KeyBank 2000 - 2007
Charles Schwab 1999 - 2000
Scudder Kemper Investments 1997 - 1999
MetLife Financial Services 1997 - 1997
Skills
Candidate for Microsoft..., Asset Management..., Marketing Communications, Fixed Income Strategies, Consultative Selling, Sales Process and..., New Business Development, Account Management, Investments, Territory, Negotiation, Marketing, Strategic Partnerships, Asset Managment, Sales Process, Direct Marketing, Selling, Key Account Management, Portfolio Management, Financial Services, Strategic Planning, Sales Operations, Sales Management, Market Analysis, Leadership, Training, Finance, Entrepreneurship, Relationship Management, Analytics, Project Planning, Sales Presentations, Leadership Development, Start-ups, Strategy, Salesforce.com, Outsourcing, Business Strategy, Credit, Management, Marketing Strategy, Business Development, Online Marketing, Banking, CRM, Mutual Funds, Sales, Product Marketing, Competitive Analysis, Email Marketing
Education
Boston University Questrom School of Business 1991 — 1995
BS/BA
Columbia Threadneedle Investments, US 2011 - Present
IBM 2011 - 2011
The Education Resources Institute, Inc. (TERI) 2007 - 2010
KeyBank 2000 - 2007
Charles Schwab 1999 - 2000
Scudder Kemper Investments 1997 - 1999
MetLife Financial Services 1997 - 1997
Skills
Candidate for Microsoft..., Asset Management..., Marketing Communications, Fixed Income Strategies, Consultative Selling, Sales Process and..., New Business Development, Account Management, Investments, Territory, Negotiation, Marketing, Strategic Partnerships, Asset Managment, Sales Process, Direct Marketing, Selling, Key Account Management, Portfolio Management, Financial Services, Strategic Planning, Sales Operations, Sales Management, Market Analysis, Leadership, Training, Finance, Entrepreneurship, Relationship Management, Analytics, Project Planning, Sales Presentations, Leadership Development, Start-ups, Strategy, Salesforce.com, Outsourcing, Business Strategy, Credit, Management, Marketing Strategy, Business Development, Online Marketing, Banking, CRM, Mutual Funds, Sales, Product Marketing, Competitive Analysis, Email Marketing
Education
Boston University Questrom School of Business 1991 — 1995
BS/BA
ieva Rozgaite's Metlife Financial Services Experience June 2010 - August 2010
Job Executive Protection Underwriter at Chubb Insurance
Industry Financial Services
Experience
Chubb Insurance January 2014 - Present
Chubb Insurance April 2013 - January 2014
ING December 2012 - March 2013
MetLife September 2011 - July 2012
Barnum Financial Group, an Office of MetLife July 2011 - September 2011
MetLife Financial Services June 2010 - August 2010
Skills
Analysis, Time Management, PowerPoint, Microsoft Excel, Leadership, Risk Management, Social Networking, Customer Relationships, Cross-cultural..., Analytical Skills, Analytical thinker, Research, Problem Solving, Presenter, Financial Analysis, Risk Analysis, CRM, Insurance, Finance, Management, Sales
Education
Central Connecticut State University 2006 — 2010
Bachelor's Degree, Double Major in Finance and Management-International Business
Chubb Insurance January 2014 - Present
Chubb Insurance April 2013 - January 2014
ING December 2012 - March 2013
MetLife September 2011 - July 2012
Barnum Financial Group, an Office of MetLife July 2011 - September 2011
MetLife Financial Services June 2010 - August 2010
Skills
Analysis, Time Management, PowerPoint, Microsoft Excel, Leadership, Risk Management, Social Networking, Customer Relationships, Cross-cultural..., Analytical Skills, Analytical thinker, Research, Problem Solving, Presenter, Financial Analysis, Risk Analysis, CRM, Insurance, Finance, Management, Sales
Education
Central Connecticut State University 2006 — 2010
Bachelor's Degree, Double Major in Finance and Management-International Business
Sharon Levine Sharon Levine's Metlife Financial Services Experience May 1996 - June 1998
Job Community Association Manager at Horizon Management
Industry Management Consulting
Experience
Horizon Management April 2013 - Present
Combined Insurance - Worksite Solutions September 2012 - April 2013
BrownTrout Publishers June 1998 - October 2010
MetLife Financial Services May 1996 - June 1998
Prudential Insurance Company of America August 1990 - May 1996
Skills
New Business Development, Negotiation and Closing..., Strategic Planning, Staff Management, Account Management
Education
California State University-Northridge
West High
Horizon Management April 2013 - Present
Combined Insurance - Worksite Solutions September 2012 - April 2013
BrownTrout Publishers June 1998 - October 2010
MetLife Financial Services May 1996 - June 1998
Prudential Insurance Company of America August 1990 - May 1996
Skills
New Business Development, Negotiation and Closing..., Strategic Planning, Staff Management, Account Management
Education
California State University-Northridge
West High
Frank Farruggio, CPF Frank Farruggio, CPF's Metlife Financial Services Experience 2003 - 2004
Job Finance at Minnie Rose LLC
Industry Consumer Goods
Experience
Minnie Rose LLC January 2013 - Present
Privately Held NY Consumer Products Co. February 2011 - January 2013
WWWEB Sales Inc. 2009 - 2011
L'Oreal USA June 2004 - December 2008
MetLife Financial Services 2003 - 2004
CHRISTIAN DIOR PERFUMES, LLC., New York, NY 1998 - 2003
B.J. Vines Betsey Johnson 1998 - 1998
Marisa Christina Apparel Inc 1993 - 1998
Nicholas J. LaMonica, C.I.A., E.A. 1989 - 1993
Skills
Access, Excel, JD Edwards, Great Plains, Forecasting, SAP, APO, Supply Chain Management, Supply Chain, Demand Planning, Inventory Management, Inventory Control, S&OP implementation, KPI implementation, KPI Dashboards, Logistics, Cross-functional Team..., ERP, Analysis, Management, Budgets, P&L Management, Financial Analysis, Project Planning, Marketing, Microsoft Excel, Great Plains Software, CRM
Education
City University of New York-Brooklyn College 1986 — 1991
Bachelor of Science, Accounting
Minnie Rose LLC January 2013 - Present
Privately Held NY Consumer Products Co. February 2011 - January 2013
WWWEB Sales Inc. 2009 - 2011
L'Oreal USA June 2004 - December 2008
MetLife Financial Services 2003 - 2004
CHRISTIAN DIOR PERFUMES, LLC., New York, NY 1998 - 2003
B.J. Vines Betsey Johnson 1998 - 1998
Marisa Christina Apparel Inc 1993 - 1998
Nicholas J. LaMonica, C.I.A., E.A. 1989 - 1993
Skills
Access, Excel, JD Edwards, Great Plains, Forecasting, SAP, APO, Supply Chain Management, Supply Chain, Demand Planning, Inventory Management, Inventory Control, S&OP implementation, KPI implementation, KPI Dashboards, Logistics, Cross-functional Team..., ERP, Analysis, Management, Budgets, P&L Management, Financial Analysis, Project Planning, Marketing, Microsoft Excel, Great Plains Software, CRM
Education
City University of New York-Brooklyn College 1986 — 1991
Bachelor of Science, Accounting
Ronald Lomangino Ronald Lomangino's Metlife Financial Services Experience May 1993 - December 2004
Job Managing Partner and Chartered Financial Consultant
Industry Financial Services
Experience
Dynasty Advisors 2008 - Present
Dynasty Advisors LLC. December 2004 - Present
Multi Financial Securities Corp 2005 - 2008
MetLife Financial Services May 1993 - December 2004
Demarco Commodities January 1991 - January 1993
Education
City University of New York-Brooklyn College 1985 — 1989
BS degree, Business Finance-Management
LAFAYETTE H.S BROOKLYN NY 1985 — 1989
Dynasty Advisors 2008 - Present
Dynasty Advisors LLC. December 2004 - Present
Multi Financial Securities Corp 2005 - 2008
MetLife Financial Services May 1993 - December 2004
Demarco Commodities January 1991 - January 1993
Education
City University of New York-Brooklyn College 1985 — 1989
BS degree, Business Finance-Management
LAFAYETTE H.S BROOKLYN NY 1985 — 1989
Andre Thornton Andre Thornton's Metlife Financial Services Experience July 2008 - December 2010
Job Medicare Sales at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare August 2011 - Present
UnitedHealth Group 2010 - 2013
MetLife Financial Services July 2008 - December 2010
metlife 2008 - 2009
Kappa Alpha PSI 1976 - 2009
Ameriprise Financial July 2005 - February 2008
Skills
Investments, Retirement, Insurance, Asset Allocation, Financial Services, Small Business, Finance, Employee Benefits, Securities, Succession Planning, Personal Finance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Mutual Funds, Underwriting, Health Insurance, Term Life Insurance, Strategic Financial..., Property & Casualty..., Long-term Care, Financial Goals, Medicare, Portfolio Management
Education
Arizona State University 1977 — 1981
University of Nevada-Las Vegas 1971 — 1976
BS
UnitedHealthcare August 2011 - Present
UnitedHealth Group 2010 - 2013
MetLife Financial Services July 2008 - December 2010
metlife 2008 - 2009
Kappa Alpha PSI 1976 - 2009
Ameriprise Financial July 2005 - February 2008
Skills
Investments, Retirement, Insurance, Asset Allocation, Financial Services, Small Business, Finance, Employee Benefits, Securities, Succession Planning, Personal Finance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Mutual Funds, Underwriting, Health Insurance, Term Life Insurance, Strategic Financial..., Property & Casualty..., Long-term Care, Financial Goals, Medicare, Portfolio Management
Education
Arizona State University 1977 — 1981
University of Nevada-Las Vegas 1971 — 1976
BS
Maria Del C. Mulero, MAFM Maria Del C. Mulero, MAFM's Metlife Financial Services Experience February 2006 - July 2008
Job AVP at Citi
Industry Accounting
Experience
Citi June 2012 - Present
Advantage-Citi Group December 2010 - May 2012
Citrus Health Care, Inc. January 2010 - September 2010
Robert Half Management Resources October 2008 - May 2009
MetLife Financial Services February 2006 - July 2008
Metropolitan Life Insurance Company December 1996 - 2008
MetLife Financial Services January 2004 - February 2006
MetLife Financial Services December 1996 - January 2004
Skills
GAAP, Teamwork, Investments, Internal Controls, Financial Analysis, Auditing, Account Reconciliation, Insurance, Strategic Financial..., Accounting, Business Process..., Hyperion Enterprise, CPA, Financial Statements, Journal Entries, Financial Reporting, Analysis, Microsoft Excel, Variance Analysis, Accounts Payable, Balance, Invoicing, Management, General Ledger, Accounts Receivable, Budgets, Finance, Internal Audit, Financial Accounting, Managerial Finance, External Audit, Sarbanes-Oxley Act, SEC filings, Mergers & Acquisitions, Tax, US GAAP, Financial Modeling, Cash Management, Cost Accounting, Consolidation, Forecasting, Financial Planning
Education
Keller Graduate School of Management 2000 — 2004
Master, Masters of Accounting and Financial Management
Athens State University 1991 — 1993
Bachelor of Science,, Accounting
Citi June 2012 - Present
Advantage-Citi Group December 2010 - May 2012
Citrus Health Care, Inc. January 2010 - September 2010
Robert Half Management Resources October 2008 - May 2009
MetLife Financial Services February 2006 - July 2008
Metropolitan Life Insurance Company December 1996 - 2008
MetLife Financial Services January 2004 - February 2006
MetLife Financial Services December 1996 - January 2004
Skills
GAAP, Teamwork, Investments, Internal Controls, Financial Analysis, Auditing, Account Reconciliation, Insurance, Strategic Financial..., Accounting, Business Process..., Hyperion Enterprise, CPA, Financial Statements, Journal Entries, Financial Reporting, Analysis, Microsoft Excel, Variance Analysis, Accounts Payable, Balance, Invoicing, Management, General Ledger, Accounts Receivable, Budgets, Finance, Internal Audit, Financial Accounting, Managerial Finance, External Audit, Sarbanes-Oxley Act, SEC filings, Mergers & Acquisitions, Tax, US GAAP, Financial Modeling, Cash Management, Cost Accounting, Consolidation, Forecasting, Financial Planning
Education
Keller Graduate School of Management 2000 — 2004
Master, Masters of Accounting and Financial Management
Athens State University 1991 — 1993
Bachelor of Science,, Accounting
Kevin D. Perry, MBA's Metlife Financial Services Experience March 1994 - March 2004
Job Sales Leader, Agency Mgmt at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance April 2013 - Present
State Farm Insurance November 2008 - April 2013
State Farm Insurance June 2007 - November 2008
MetLife Financial Services March 1994 - March 2004
Skills
General Insurance, Insurance, Coaching, Life Insurance, Retirement, Financial Services, Employee Benefits, Consulting, Property & Casualty..., Health Insurance, Term Life Insurance, Commercial Insurance, Whole Life, Disability Insurance, Casualty, Fixed Annuities
Education
Ashford University 2010 — 2011
MBA, Organizational Leadership
Middle Tennessee State University 1991 — 1994
B.S., Finance-Insurance
State Farm Insurance April 2013 - Present
State Farm Insurance November 2008 - April 2013
State Farm Insurance June 2007 - November 2008
MetLife Financial Services March 1994 - March 2004
Skills
General Insurance, Insurance, Coaching, Life Insurance, Retirement, Financial Services, Employee Benefits, Consulting, Property & Casualty..., Health Insurance, Term Life Insurance, Commercial Insurance, Whole Life, Disability Insurance, Casualty, Fixed Annuities
Education
Ashford University 2010 — 2011
MBA, Organizational Leadership
Middle Tennessee State University 1991 — 1994
B.S., Finance-Insurance
Justeen Nason Justeen Nason's Metlife Financial Services Experience January 2006 - February 2007
Job Managing Partner at Real Hot Yoga
Industry Health, Wellness and Fitness
Experience
Real Hot Yoga January 2015 - Present
Travel Tripper October 2011 - May 2015
HotelRooms.com August 2009 - October 2011
Govic Wealth Management September 2008 - August 2009
JP Morgan Chase February 2007 - September 2008
MetLife Financial Services January 2006 - February 2007
Skills
Hotels, Online Advertising, Account Management, Social Media, New Business Development, Hospitality Industry, Sales Management, Business Development, Marketing Strategy, Negotiation, Social Media Marketing, Tourism, Hospitality, Online Marketing, Event Management, Hospitality Management, Management
Education
City University of New York
Bachelor of Applied Science (B.A.Sc.), Communications
Rutgers, The State University of New Jersey-New Brunswick
Real Hot Yoga January 2015 - Present
Travel Tripper October 2011 - May 2015
HotelRooms.com August 2009 - October 2011
Govic Wealth Management September 2008 - August 2009
JP Morgan Chase February 2007 - September 2008
MetLife Financial Services January 2006 - February 2007
Skills
Hotels, Online Advertising, Account Management, Social Media, New Business Development, Hospitality Industry, Sales Management, Business Development, Marketing Strategy, Negotiation, Social Media Marketing, Tourism, Hospitality, Online Marketing, Event Management, Hospitality Management, Management
Education
City University of New York
Bachelor of Applied Science (B.A.Sc.), Communications
Rutgers, The State University of New Jersey-New Brunswick
Thane Walton, AIF ®'s Metlife Financial Services Experience 1992 - 1997
Job Retirement Plan Consultant at United Planners Financial Services
Industry Financial Services
Experience
United Planners Financial Services March 2014 - Present
Mutual of Omaha March 2012 - March 2014
MassMutual Financial Group 2009 - 2012
Lincoln Financial Distributors 2008 - 2009
Principal Financial Group 2006 - 2008
ADP 2004 - 2006
Contemporary Pensions Inc. 2001 - 2004
PacLife 1997 - 2001
MetLife Financial Services 1992 - 1997
Skills
401k, Retirement Planning, Retirement, Financial Advisory, Employee Benefits, Series 63, Life Insurance, Mutual Funds, Investments, Uniform Combined State..., Defined Benefit, Series 7, Strategic Financial..., Sales, Pensions, TPA, DCID, Profit Sharing, IRAs, Disability Insurance, Insurance, Financial Planners, Retirement Plan..., Variable Annuities, Financial Services, Estate Planning, Asset Management, Wealth Management, Qualified Retirement..., Finance, ETFs, DCIO, series 66, AIF, Retirement Benefits, Financial Planning
Education
Brigham Young University 1988 — 1992
BS
Alta High School, Sandy, UT 1982 — 1986
United Planners Financial Services March 2014 - Present
Mutual of Omaha March 2012 - March 2014
MassMutual Financial Group 2009 - 2012
Lincoln Financial Distributors 2008 - 2009
Principal Financial Group 2006 - 2008
ADP 2004 - 2006
Contemporary Pensions Inc. 2001 - 2004
PacLife 1997 - 2001
MetLife Financial Services 1992 - 1997
Skills
401k, Retirement Planning, Retirement, Financial Advisory, Employee Benefits, Series 63, Life Insurance, Mutual Funds, Investments, Uniform Combined State..., Defined Benefit, Series 7, Strategic Financial..., Sales, Pensions, TPA, DCID, Profit Sharing, IRAs, Disability Insurance, Insurance, Financial Planners, Retirement Plan..., Variable Annuities, Financial Services, Estate Planning, Asset Management, Wealth Management, Qualified Retirement..., Finance, ETFs, DCIO, series 66, AIF, Retirement Benefits, Financial Planning
Education
Brigham Young University 1988 — 1992
BS
Alta High School, Sandy, UT 1982 — 1986
Michael Kroener ★ Michael Kroener ★'s Metlife Financial Services Experience June 2009 - August 2009
Job Regional Sales Manager at eMoney AdvisorLeveraging Technology to Enhance the Advisor / Client Relationship
Industry Financial Services
Experience
eMoney Advisor May 2014 - Present
Juvenile Diabetes Research Foundation May 2012 - Present
eMoney Advisor September 2013 - May 2014
SEI June 2012 - September 2013
Jobspring Partners February 2011 - June 2012
Payne Capital Management May 2010 - November 2010
MetLife Financial Services June 2009 - August 2009
Skills
Investments, Financial Planning, Sales, Sales Management, Leadership, Motivational Speaking, Marketing, Finance, Money Management
Education
Cabrini College 2006 — 2010
Marketing, Finance and Financial Management Services
Wissahickon High School
eMoney Advisor May 2014 - Present
Juvenile Diabetes Research Foundation May 2012 - Present
eMoney Advisor September 2013 - May 2014
SEI June 2012 - September 2013
Jobspring Partners February 2011 - June 2012
Payne Capital Management May 2010 - November 2010
MetLife Financial Services June 2009 - August 2009
Skills
Investments, Financial Planning, Sales, Sales Management, Leadership, Motivational Speaking, Marketing, Finance, Money Management
Education
Cabrini College 2006 — 2010
Marketing, Finance and Financial Management Services
Wissahickon High School
Diane Pepper Diane Pepper's Metlife Financial Services Experience February 2003 - Present
Job ManagerBusiness Instruction at MetLife Financial Services
Industry Professional Training & Coaching
Experience
MetLife Financial Services February 2003 - Present
MetLife Financial Services July 2001 - January 2003
MetLife Financial Services January 1996 - January 2000
HDC-A Joint Venture 1998 - October 1999
MetLife Financial Services May 1988 - January 1996
Skills
People Skills, Communication Skills, Progressive Discipline, Instructor-led Training, Training Management, Quality Assurance, Quality Auditing, Quality Management, Leading Diverse Teams, Series 6, Series 26, Training Facilitation, Leading Change, Accountability, Change Management, FINRA, Training, Insurance, Risk Management, Leadership, Process Improvement, Performance Management, Call Centers, Business Analysis, Management, Employee Training, Strategic Planning, Leadership Development, Team Leadership, Cross-functional Team..., Project Management, Customer Service
Education
American InterContinental University 2008 — 2009
AABA, Business Administration
The University of Texas at El Paso 1987 — 1988
Major - English Literature
Coronado High School 1984 — 1987
MetLife Financial Services February 2003 - Present
MetLife Financial Services July 2001 - January 2003
MetLife Financial Services January 1996 - January 2000
HDC-A Joint Venture 1998 - October 1999
MetLife Financial Services May 1988 - January 1996
Skills
People Skills, Communication Skills, Progressive Discipline, Instructor-led Training, Training Management, Quality Assurance, Quality Auditing, Quality Management, Leading Diverse Teams, Series 6, Series 26, Training Facilitation, Leading Change, Accountability, Change Management, FINRA, Training, Insurance, Risk Management, Leadership, Process Improvement, Performance Management, Call Centers, Business Analysis, Management, Employee Training, Strategic Planning, Leadership Development, Team Leadership, Cross-functional Team..., Project Management, Customer Service
Education
American InterContinental University 2008 — 2009
AABA, Business Administration
The University of Texas at El Paso 1987 — 1988
Major - English Literature
Coronado High School 1984 — 1987
Svetlana Yatskevich Svetlana Yatskevich's Metlife Financial Services Experience 2009 - 2010
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2014 - Present
ICON Investments March 2014 - August 2014
ICON Investments March 2012 - February 2014
1199 National Benefit Fund July 2010 - February 2012
MetLife Financial Services 2009 - 2010
Skills
Investments, Financial Analysis, Investment Banking, Microsoft Excel, Corporate Finance, Bloomberg, Bloomberg Terminal, Fixed Income, Accounting, Financial Reporting, Financial Modeling, Due Diligence, Portfolio Management, Asset Management, Derivatives, Analysis, Risk Management, Finance, Equities, Valuation, Securities, Alternative Investments, Hedge Funds, Capital Markets, Financial Markets, Private Equity, Financial Accounting, Structured Finance
Education
City University of New York-Baruch College 2007 — 2009
Bachelor of Business Administration (BBA), Finance and Investments
Goldman Sachs August 2014 - Present
ICON Investments March 2014 - August 2014
ICON Investments March 2012 - February 2014
1199 National Benefit Fund July 2010 - February 2012
MetLife Financial Services 2009 - 2010
Skills
Investments, Financial Analysis, Investment Banking, Microsoft Excel, Corporate Finance, Bloomberg, Bloomberg Terminal, Fixed Income, Accounting, Financial Reporting, Financial Modeling, Due Diligence, Portfolio Management, Asset Management, Derivatives, Analysis, Risk Management, Finance, Equities, Valuation, Securities, Alternative Investments, Hedge Funds, Capital Markets, Financial Markets, Private Equity, Financial Accounting, Structured Finance
Education
City University of New York-Baruch College 2007 — 2009
Bachelor of Business Administration (BBA), Finance and Investments
Nick Abramovich Nick Abramovich's Metlife Financial Services Experience 1998 - 2001
Job Experienced Tech Executive
Industry Marketing and Advertising
Experience
DialedIN February 2014 - Present
BizSlate Inc. April 2015 - Present
Pinkwater Select LLC October 2013 - January 2014
Definition 6 October 2012 - October 2013
Synaptic Digital (formerly The NewsMarket) July 2011 - September 2012
Synaptic Digital (formerly The NewsMarket) January 2006 - August 2011
MoveOnIn Inc. d/b/a Lifetopia 2003 - December 2006
Formsfusion Inc aka Apartmentrenting.com 2001 - 2003
MetLife Financial Services 1998 - 2001
The Bosworth Group 1996 - 1998
Education
Columbia University - Columbia Business School 2000 — 2001
MBA
Tulane University 1990 — 1994
Bachelors
Brooklyn Tech 1986 — 1990
Regents
DialedIN February 2014 - Present
BizSlate Inc. April 2015 - Present
Pinkwater Select LLC October 2013 - January 2014
Definition 6 October 2012 - October 2013
Synaptic Digital (formerly The NewsMarket) July 2011 - September 2012
Synaptic Digital (formerly The NewsMarket) January 2006 - August 2011
MoveOnIn Inc. d/b/a Lifetopia 2003 - December 2006
Formsfusion Inc aka Apartmentrenting.com 2001 - 2003
MetLife Financial Services 1998 - 2001
The Bosworth Group 1996 - 1998
Education
Columbia University - Columbia Business School 2000 — 2001
MBA
Tulane University 1990 — 1994
Bachelors
Brooklyn Tech 1986 — 1990
Regents
Suzanne Raia Suzanne Raia's Metlife Financial Services Experience June 2000 - June 2005
Job Marketing Coordinator at JFK&M Consulting Group LLC
Industry Environmental Services
Experience
JFK&M Consulting Group LLC October 2012 - Present
Warren Panzer Engineers June 2011 - September 2012
Beatty, Harvey, Coco Architects, LLP March 2009 - June 2011
The Office of James Burnett February 2007 - March 2009
Haven Custom Homes September 2005 - January 2007
MetLife Financial Services June 2000 - June 2005
Skills
Marketing, Marketing Communications, Project Planning, Business Development, Advertising, PowerPoint, Budgets, Illustrator, Web Design, Proposal Writing, Research, Photoshop, Trade Shows, Graphic Design, Management
Education
Bloomsburg University of Pennsylvania 2000 — 2004
Communications, Minor in Studio Art
JFK&M Consulting Group LLC October 2012 - Present
Warren Panzer Engineers June 2011 - September 2012
Beatty, Harvey, Coco Architects, LLP March 2009 - June 2011
The Office of James Burnett February 2007 - March 2009
Haven Custom Homes September 2005 - January 2007
MetLife Financial Services June 2000 - June 2005
Skills
Marketing, Marketing Communications, Project Planning, Business Development, Advertising, PowerPoint, Budgets, Illustrator, Web Design, Proposal Writing, Research, Photoshop, Trade Shows, Graphic Design, Management
Education
Bloomsburg University of Pennsylvania 2000 — 2004
Communications, Minor in Studio Art
Thomas Farrell, CFP®, CEPA Thomas Farrell, CFP®, CEPA's Metlife Financial Services Experience August 1999 - April 2000
Job Wealth Advisor at PWM Advisory Group, LLC Private Wealth Management
Industry Investment Management
Experience
PWM Advisory Group, LLC - Private Wealth Management March 2015 - Present
RegentAtlantic September 2008 - September 2014
RegentAtlantic July 2005 - August 2008
RegentAtlantic June 2000 - June 2005
MetLife Financial Services August 1999 - April 2000
Education
Bucknell University 1995 — 1999
PWM Advisory Group, LLC - Private Wealth Management March 2015 - Present
RegentAtlantic September 2008 - September 2014
RegentAtlantic July 2005 - August 2008
RegentAtlantic June 2000 - June 2005
MetLife Financial Services August 1999 - April 2000
Education
Bucknell University 1995 — 1999
Heather M. Persechino's Metlife Financial Services Experience September 1996 - February 2001
Job Business Account Manager at Van Zile Travel
Industry Professional Training & Coaching
Experience
Van Zile Travel April 2012 - Present
Career Navigator Job Search Team October 2010 - June 2011
Financial Architects Mass Mutual May 2010 - August 2010
EJ Del Monte July 2007 - February 2010
Coyne Textile Services April 2006 - March 2007
Associated Textile Rental Services May 2004 - April 2006
John Holtz House Of Vehicles February 2003 - November 2003
MetLife Financial Services September 1996 - February 2001
Skills
Sales, Account Management, Sales Management, Customer Service, Event Planning, Negotiation, Team Building, B2B, Sales Operations
Education
Bryant & Stratton College 1995 — 1996
AOS, Business Management
Van Zile Travel April 2012 - Present
Career Navigator Job Search Team October 2010 - June 2011
Financial Architects Mass Mutual May 2010 - August 2010
EJ Del Monte July 2007 - February 2010
Coyne Textile Services April 2006 - March 2007
Associated Textile Rental Services May 2004 - April 2006
John Holtz House Of Vehicles February 2003 - November 2003
MetLife Financial Services September 1996 - February 2001
Skills
Sales, Account Management, Sales Management, Customer Service, Event Planning, Negotiation, Team Building, B2B, Sales Operations
Education
Bryant & Stratton College 1995 — 1996
AOS, Business Management
Bonnie Crevier Bonnie Crevier's Metlife Financial Services Experience March 1999 - June 2000
Job Owner, GardenGirls.com
Industry Design
Experience
GardenGirls.com May 2006 - Present
Pacific Landscapes August 2013 - December 2014
The MarketKING November 2006 - April 2008
Coy Brook Farm April 1998 - October 2005
MetLife Financial Services March 1999 - June 2000
The Hanover Insurance Group 1994 - 1999
Skills
Customer Service, Sales, Management, Strategic Planning, Marketing, Team Building, Garden, Advertising, Retail, Landscaping, Gardening, Social Media Marketing, Social Media, Small Business
Education
Western Mass Master Gardeners 2009 — 2010
Master Gardener
Worcester State University 1992 — 1995
Economics
Becker College 1990 — 1992
Associates, Marketing
GardenGirls.com May 2006 - Present
Pacific Landscapes August 2013 - December 2014
The MarketKING November 2006 - April 2008
Coy Brook Farm April 1998 - October 2005
MetLife Financial Services March 1999 - June 2000
The Hanover Insurance Group 1994 - 1999
Skills
Customer Service, Sales, Management, Strategic Planning, Marketing, Team Building, Garden, Advertising, Retail, Landscaping, Gardening, Social Media Marketing, Social Media, Small Business
Education
Western Mass Master Gardeners 2009 — 2010
Master Gardener
Worcester State University 1992 — 1995
Economics
Becker College 1990 — 1992
Associates, Marketing
Adam Ifergan Adam Ifergan's Metlife Financial Services Experience January 2007 - December 2009
Job Financial Consultant, Ifergan Financial
Industry Financial Services
Experience
Ifergan Financial January 2010 - Present
MetLife Financial Services January 2007 - December 2009
Skills
Health Insurance, Factoring, Credit, Strategic Financial..., Investments, Life Insurance, Finance, Due Diligence, Sales, Strategic Planning, Underwriting, Employee Benefits, Wealth Management, Insurance, Retirement Planning, Portfolio Management, Financial Services, Fixed Annuities, Retirement, Mutual Funds, Disability Insurance, Series 63, Series 7, Securities, Long-term Care, Series 6, Estate Planning, Investment Advisory, Term Life Insurance, Loans
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.)
Ifergan Financial January 2010 - Present
MetLife Financial Services January 2007 - December 2009
Skills
Health Insurance, Factoring, Credit, Strategic Financial..., Investments, Life Insurance, Finance, Due Diligence, Sales, Strategic Planning, Underwriting, Employee Benefits, Wealth Management, Insurance, Retirement Planning, Portfolio Management, Financial Services, Fixed Annuities, Retirement, Mutual Funds, Disability Insurance, Series 63, Series 7, Securities, Long-term Care, Series 6, Estate Planning, Investment Advisory, Term Life Insurance, Loans
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.)
Don Barden's Metlife Financial Services Experience 1999 - 2005
Job CEO and Managing Partner at DDS Financial
Industry Financial Services
Experience
DDS Financial December 2012 - Present
The Perfect Plan January 2001 - Present
OneAmerica June 2010 - December 2012
Summit Counseling Center 2008 - December 2012
MassMutual Financial Group October 2004 - May 2010
MetLife Financial Services 1999 - 2005
Principal Financial Group 1995 - 1999
Skills
Retirement, 401k, Leadership, Public Speaking, Training, Sales, Series 7, Public Relations, Series 63, Retirement Planning, Mutual Funds, Pensions, Finance, Insurance, ERISA, Strategic Planning, Disability Insurance, Estate Planning, Employee Benefits, Life Insurance, Asset Allocation, Fixed Annuities, Defined Benefit, Management, Leadership Development, Executive Pay, Financial Advisory, Financial Services, Small Business, Strategic Financial..., Strategic Visionary, Alternative Investments, Asset Management, Brokers, Health Insurance, Financial Planners, Investment Advisory, Investments, Long-term Care, Manage client..., IRAs, Marketing, Securities, Series 6, Wealth Management, Term Life Insurance, Relationship Management, Benefits Administration, Financial Planning
Education
Walden University 2004 — 2007
ABD - PhD, International Finance and Behavioral Economics
American InterContinental University 2000 — 2001
, MBA, Global Technology Management, Int'l Business, Global Technology and International Business
Kennesaw State University - Michael J. Coles College of Business 1982 — 1987
BBA Econ/ Finance, Economics
DDS Financial December 2012 - Present
The Perfect Plan January 2001 - Present
OneAmerica June 2010 - December 2012
Summit Counseling Center 2008 - December 2012
MassMutual Financial Group October 2004 - May 2010
MetLife Financial Services 1999 - 2005
Principal Financial Group 1995 - 1999
Skills
Retirement, 401k, Leadership, Public Speaking, Training, Sales, Series 7, Public Relations, Series 63, Retirement Planning, Mutual Funds, Pensions, Finance, Insurance, ERISA, Strategic Planning, Disability Insurance, Estate Planning, Employee Benefits, Life Insurance, Asset Allocation, Fixed Annuities, Defined Benefit, Management, Leadership Development, Executive Pay, Financial Advisory, Financial Services, Small Business, Strategic Financial..., Strategic Visionary, Alternative Investments, Asset Management, Brokers, Health Insurance, Financial Planners, Investment Advisory, Investments, Long-term Care, Manage client..., IRAs, Marketing, Securities, Series 6, Wealth Management, Term Life Insurance, Relationship Management, Benefits Administration, Financial Planning
Education
Walden University 2004 — 2007
ABD - PhD, International Finance and Behavioral Economics
American InterContinental University 2000 — 2001
, MBA, Global Technology Management, Int'l Business, Global Technology and International Business
Kennesaw State University - Michael J. Coles College of Business 1982 — 1987
BBA Econ/ Finance, Economics
John Mullowney's Metlife Financial Services Experience January 1991 - Present
Job Senior Account Executive
Industry Insurance
Experience
MetLife Financial Services January 1991 - Present
Skills
Fixed Annuities, Life Insurance, Sales Management, Term Life Insurance, New Business Development
Education
Boston College 1987 — 1990
BA, marketing
MetLife Financial Services January 1991 - Present
Skills
Fixed Annuities, Life Insurance, Sales Management, Term Life Insurance, New Business Development
Education
Boston College 1987 — 1990
BA, marketing
Katie Manning Katie Manning's Metlife Financial Services Experience May 2006 - August 2006
Job Training and Enablement Manager
Industry Information Technology and Services
Experience
VCE 2014 - Present
EMC 2013 - 2014
EMC August 2012 - January 2013
EMC June 2008 - August 2012
Pratt & Whitney May 2007 - August 2007
MetLife Financial Services May 2006 - August 2006
Skills
Data Analysis, Project Management, Process Improvement, Program Management, Analysis, Business Analysis, Change Management, Training, Human Resources, Business Process..., Performance Management, Organizational..., Visio, Vendor Management, Project Planning, Leadership Development, Marketing, Cross-functional Team..., Microsoft Excel, Customer Service, Management
Education
Villanova University 2015 — 2017
Master of Science (M.S.), Human Resources Development
College of the Holy Cross 2004 — 2008
BA, Mathematics
VCE 2014 - Present
EMC 2013 - 2014
EMC August 2012 - January 2013
EMC June 2008 - August 2012
Pratt & Whitney May 2007 - August 2007
MetLife Financial Services May 2006 - August 2006
Skills
Data Analysis, Project Management, Process Improvement, Program Management, Analysis, Business Analysis, Change Management, Training, Human Resources, Business Process..., Performance Management, Organizational..., Visio, Vendor Management, Project Planning, Leadership Development, Marketing, Cross-functional Team..., Microsoft Excel, Customer Service, Management
Education
Villanova University 2015 — 2017
Master of Science (M.S.), Human Resources Development
College of the Holy Cross 2004 — 2008
BA, Mathematics
BINESH KUMAR BINESH KUMAR's Metlife Financial Services Experience June 2007 - August 2007
Job MS Graduate Student at Concordia University Wisconsin
Industry Pharmaceuticals
Experience
Concordia University Wisconsin January 2015 - Present
Novartis July 2014 - January 2015
PAREXEL January 2014 - July 2014
PAREXEL January 2012 - December 2013
Kendle International October 2010 - January 2012
Quintiles Transnational August 2009 - September 2010
MetLife Financial Services June 2007 - August 2007
Skills
Clinical Trial..., Clinical Data Management, Oracle Clinical, ICH-GCP, 21 CFR Part 11, GCP, MEDIDATA RAVE, Inform, EDC, Excel, CDISC, SAS, MANUAL LISTINGS, SAE Recon, Vendor data Recon, IVRS Recon, DB UAT, EC UAT, CRF Completion..., Oncology, Mentoring, Study Reports, Database Lock, Manual Testing, Microsoft Excel, Medidata, Clinical Trials, CTMS, Validation, Clinical Research, MedDRA, Pharmaceutical Industry, Pharmacovigilance
Education
Bangalore University 2004 — 2009
B.Sc, M.Sc, Biotech
Kendriya Vidyalaya 1992 — 2004
AISSCE, Science
Concordia University Wisconsin January 2015 - Present
Novartis July 2014 - January 2015
PAREXEL January 2014 - July 2014
PAREXEL January 2012 - December 2013
Kendle International October 2010 - January 2012
Quintiles Transnational August 2009 - September 2010
MetLife Financial Services June 2007 - August 2007
Skills
Clinical Trial..., Clinical Data Management, Oracle Clinical, ICH-GCP, 21 CFR Part 11, GCP, MEDIDATA RAVE, Inform, EDC, Excel, CDISC, SAS, MANUAL LISTINGS, SAE Recon, Vendor data Recon, IVRS Recon, DB UAT, EC UAT, CRF Completion..., Oncology, Mentoring, Study Reports, Database Lock, Manual Testing, Microsoft Excel, Medidata, Clinical Trials, CTMS, Validation, Clinical Research, MedDRA, Pharmaceutical Industry, Pharmacovigilance
Education
Bangalore University 2004 — 2009
B.Sc, M.Sc, Biotech
Kendriya Vidyalaya 1992 — 2004
AISSCE, Science
Jessica Golden's Metlife Financial Services Experience 2004 - 2004
Job Director of Operations at Quorum Federal Credit Union
Industry Banking
Experience
Quorum Federal Credit Union September 2013 - Present
Quorum Federal Credit Union February 2013 - September 2013
UBS Investment Bank 2011 - February 2013
UBS Investment Bank 2009 - 2011
UBS 2008 - 2010
UBS 2006 - 2008
UBS 2005 - 2006
MetLife Financial Services 2004 - 2004
General Electric 2003 - 2003
GE Supply 2001 - 2003
Skills
project management, Process Improvement, Six Sigma, Program Management, Change Management, Business Analysis, Offshoring, Business Process..., Operational Excellence, PMO, Process Excellence, Financial Services, Investment Banking, Project Management, Requirements Analysis, Business Process Mapping, Business Intelligence, Software Project..., SharePoint, Training, Leadership, Governance, Data Warehousing, Business Process..., IT Strategy, Strategy, Stakeholder Management, Business Transformation, Management Consulting, Data Analysis
Education
Clemson University 1999 — 2001
MBA, Marketing Research and Technology Management
Clemson University 1994 — 1998
BS, Electrical Engineering
Quorum Federal Credit Union September 2013 - Present
Quorum Federal Credit Union February 2013 - September 2013
UBS Investment Bank 2011 - February 2013
UBS Investment Bank 2009 - 2011
UBS 2008 - 2010
UBS 2006 - 2008
UBS 2005 - 2006
MetLife Financial Services 2004 - 2004
General Electric 2003 - 2003
GE Supply 2001 - 2003
Skills
project management, Process Improvement, Six Sigma, Program Management, Change Management, Business Analysis, Offshoring, Business Process..., Operational Excellence, PMO, Process Excellence, Financial Services, Investment Banking, Project Management, Requirements Analysis, Business Process Mapping, Business Intelligence, Software Project..., SharePoint, Training, Leadership, Governance, Data Warehousing, Business Process..., IT Strategy, Strategy, Stakeholder Management, Business Transformation, Management Consulting, Data Analysis
Education
Clemson University 1999 — 2001
MBA, Marketing Research and Technology Management
Clemson University 1994 — 1998
BS, Electrical Engineering
Donald Keating, MBA Donald Keating, MBA's Metlife Financial Services Experience March 1999 - September 2001
Job President Office Pros Commercial and Medical Cleaning Company
Industry Facilities Services
Experience
The Office Pros November 2008 - Present
HyperQuest April 2008 - June 2013
Progressive Insurance May 2005 - March 2008
Kemper Insurance January 2002 - May 2005
Western & Southern Financial Group September 2001 - January 2002
MetLife Financial Services March 1999 - September 2001
Skills
Sales, Sales Management, Insurance, Property & Casualty..., Financial Analysis, Finance, Appraisal Skills, Auditing, Human Resources, Management, Operations Management, Investments, Strategic Planning, Strategic Financial..., Goal-driven leader, Exceed Sales Goals, Work Well Independently, Asset Managment, Risk Management, Microsoft Office, PowerPoint, Internet, Entrepreneurship, Chambers of Commerce, Charity, Marketing Strategy, Direct Mail, B2B Marketing, Leadership, Personal Financial..., Customer Acquisition, Customer Service, Customer Retention, Customer Satisfaction, Negotiation, Start-ups, Budgets, Asset Management, Account Management, Marketing, Training, Process Improvement, Time Management, Coaching, Analysis, Claim, Access, Executive Management, Real Estate, Small Business
Education
Bellevue University 2008 — 2010
MBA, Finance
Marywood University 1996 — 2000
BBA, Finance
Bishop Hannan
The Office Pros November 2008 - Present
HyperQuest April 2008 - June 2013
Progressive Insurance May 2005 - March 2008
Kemper Insurance January 2002 - May 2005
Western & Southern Financial Group September 2001 - January 2002
MetLife Financial Services March 1999 - September 2001
Skills
Sales, Sales Management, Insurance, Property & Casualty..., Financial Analysis, Finance, Appraisal Skills, Auditing, Human Resources, Management, Operations Management, Investments, Strategic Planning, Strategic Financial..., Goal-driven leader, Exceed Sales Goals, Work Well Independently, Asset Managment, Risk Management, Microsoft Office, PowerPoint, Internet, Entrepreneurship, Chambers of Commerce, Charity, Marketing Strategy, Direct Mail, B2B Marketing, Leadership, Personal Financial..., Customer Acquisition, Customer Service, Customer Retention, Customer Satisfaction, Negotiation, Start-ups, Budgets, Asset Management, Account Management, Marketing, Training, Process Improvement, Time Management, Coaching, Analysis, Claim, Access, Executive Management, Real Estate, Small Business
Education
Bellevue University 2008 — 2010
MBA, Finance
Marywood University 1996 — 2000
BBA, Finance
Bishop Hannan
Scotte Perry's Metlife Financial Services Experience June 2010 - October 2010
Job Sr. Enterprise Account Manager
Industry Computer Software
Experience
NetApp November 2012 - Present
Oracle October 2010 - November 2012
MetLife Financial Services June 2010 - October 2010
Fidelity National Financial August 2005 - November 2009
First American Title June 2004 - June 2005
Independence Air 1997 - 2005
Skills
Enterprise Software, CRM, Sales, Business Intelligence, Cloud Computing, Account Management, Selling, Software Industry, Solution Selling, Analytics, SaaS, Consulting, Real Estate, Sales Presentations, Professional Services, Strategic Planning, Toastmasters, Corporate Performance, Hyperion Enterprise, Salesforce.com, Commercial Pilot, Consolidation, Corporate Finance, Business Performance..., Budgets, Software Sales, Hyperion, Enterprise Performance..., Sarbanes-Oxley, XBRL, Enterprise Planning, Enterprise Storage, Virtualization, Storage Area Networks, Storage Virtualization, Storage Solutions, Cloud Storage, NetApp Filers, SAN
Education
California State University-Chico 1991 — 1996
BS Business, Business Administration and Management, General
NetApp November 2012 - Present
Oracle October 2010 - November 2012
MetLife Financial Services June 2010 - October 2010
Fidelity National Financial August 2005 - November 2009
First American Title June 2004 - June 2005
Independence Air 1997 - 2005
Skills
Enterprise Software, CRM, Sales, Business Intelligence, Cloud Computing, Account Management, Selling, Software Industry, Solution Selling, Analytics, SaaS, Consulting, Real Estate, Sales Presentations, Professional Services, Strategic Planning, Toastmasters, Corporate Performance, Hyperion Enterprise, Salesforce.com, Commercial Pilot, Consolidation, Corporate Finance, Business Performance..., Budgets, Software Sales, Hyperion, Enterprise Performance..., Sarbanes-Oxley, XBRL, Enterprise Planning, Enterprise Storage, Virtualization, Storage Area Networks, Storage Virtualization, Storage Solutions, Cloud Storage, NetApp Filers, SAN
Education
California State University-Chico 1991 — 1996
BS Business, Business Administration and Management, General
Michael Keck, CM&AA's Metlife Financial Services Experience June 2006 - August 2007
Job Vice President Five Talents Financial Group, LLC
Industry Investment Banking
Experience
Five Talents Financial Group, LLC November 2009 - Present
redpointfitness.com April 2008 - Present
VR PBG 2008 - 2009
MetLife Financial Services June 2006 - August 2007
Skills
Mergers, Business Valuation, Exit Strategies, Private Equity, Investment Banking, Valuation, Due Diligence, Middle Market, Venture Capital, M&A experience, Mergers & Acquisitions, Wealth Management, Finance, Financial Services
Education
University of London 2013 — 2015
Master of Science (MSc), Finance and Economic Policy
DePaul University 2010 — 2010
CM&AA
Western Kentucky University 1999 — 2003
B.S., Business Management
DePaul University
Five Talents Financial Group, LLC November 2009 - Present
redpointfitness.com April 2008 - Present
VR PBG 2008 - 2009
MetLife Financial Services June 2006 - August 2007
Skills
Mergers, Business Valuation, Exit Strategies, Private Equity, Investment Banking, Valuation, Due Diligence, Middle Market, Venture Capital, M&A experience, Mergers & Acquisitions, Wealth Management, Finance, Financial Services
Education
University of London 2013 — 2015
Master of Science (MSc), Finance and Economic Policy
DePaul University 2010 — 2010
CM&AA
Western Kentucky University 1999 — 2003
B.S., Business Management
DePaul University
J.R. Rotchford J.R. Rotchford's Metlife Financial Services Experience November 1999 - November 2002
Job Instructor at J.R.s Country
Industry Entertainment
Experience
J.R.s Country December 1989 - Present
Woodmen Financial Services December 2002 - November 2007
MetLife Financial Services November 1999 - November 2002
Skills
Disability Insurance, Fixed Annuities, Insurance, Retirement Planning, Retirement, Asset Management, Life Insurance, Financial Services, Strategic Financial..., Small Business, Sales, IRAs, Finance, Term Life Insurance, Estate Planning, Long-term Care
Education
Arizona State University 1991 — 1995
Bachelor of Arts (B.A.), Communication Studies
Marmion 1978 — 1982
J.R.s Country December 1989 - Present
Woodmen Financial Services December 2002 - November 2007
MetLife Financial Services November 1999 - November 2002
Skills
Disability Insurance, Fixed Annuities, Insurance, Retirement Planning, Retirement, Asset Management, Life Insurance, Financial Services, Strategic Financial..., Small Business, Sales, IRAs, Finance, Term Life Insurance, Estate Planning, Long-term Care
Education
Arizona State University 1991 — 1995
Bachelor of Arts (B.A.), Communication Studies
Marmion 1978 — 1982
Jason Stevens, M.A., M.Phil. Jason Stevens, M.A., M.Phil.'s Metlife Financial Services Experience August 2008 - August 2011
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2012 - Present
Fordham University January 2012 - Present
MetLife Financial Services August 2008 - August 2011
Fordham University September 2006 - September 2008
University of California July 2002 - April 2003
Skills
Event Planning, Leadership, Entrepreneurship, Microsoft Excel, Public Speaking, Research, Social Media, Teaching, Higher Education, Volunteer Management, Community Outreach, Nonprofits, Government, Social Networking, Business Strategy, Strategic Planning, Management, Program Management, Finance, Student Development, Organizational..., Community Development, Marketing, Leadership Development, Training, Program Development, Social Media Marketing, Public Relations, Project Management, Workshop Facilitation, Market Research, Team Building, Press Releases, Newsletters, Student Affairs, Fundraising, Creative Writing, Budgets, Facebook, Editing, Strategy, Team Leadership, Policy, Blogging, Event Management, Business Development, Marketing Communications, Financial Modeling
Education
Fordham University 2006 — 2014
M.Phil, Historical Theology
Claremont Graduate University 2004 — 2006
M.A., Philosophy of Religion
University of California, Santa Barbara 1996 — 2000
Double B.A., Religious Studies, Anthropology
International Honors Program 1998 — 1999
Anthropology, Economics
Northwestern Mutual April 2012 - Present
Fordham University January 2012 - Present
MetLife Financial Services August 2008 - August 2011
Fordham University September 2006 - September 2008
University of California July 2002 - April 2003
Skills
Event Planning, Leadership, Entrepreneurship, Microsoft Excel, Public Speaking, Research, Social Media, Teaching, Higher Education, Volunteer Management, Community Outreach, Nonprofits, Government, Social Networking, Business Strategy, Strategic Planning, Management, Program Management, Finance, Student Development, Organizational..., Community Development, Marketing, Leadership Development, Training, Program Development, Social Media Marketing, Public Relations, Project Management, Workshop Facilitation, Market Research, Team Building, Press Releases, Newsletters, Student Affairs, Fundraising, Creative Writing, Budgets, Facebook, Editing, Strategy, Team Leadership, Policy, Blogging, Event Management, Business Development, Marketing Communications, Financial Modeling
Education
Fordham University 2006 — 2014
M.Phil, Historical Theology
Claremont Graduate University 2004 — 2006
M.A., Philosophy of Religion
University of California, Santa Barbara 1996 — 2000
Double B.A., Religious Studies, Anthropology
International Honors Program 1998 — 1999
Anthropology, Economics
Tonya Zoutes Tonya Zoutes's Metlife Financial Services Experience May 2001 - November 2003
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2011 - Present
Wells Fargo Bank December 2009 - July 2011
Wachovia Bank March 2008 - March 2009
World Savings September 2004 - March 2008
Restoration Hardware October 2003 - September 2004
MetLife Financial Services May 2001 - November 2003
Intellect Technical Solutions April 1997 - April 1998
West Coast Woman magazine January 1996 - January 1998
RISCORP Insurance Co May 1996 - April 1997
St. Petersburg Times May 1995 - January 1996
Education
Austin Peay State University 1990 — 1991
Work toward Master's Degree, English
University of South Florida 1984 — 1987
B.A, Mass Communications
New College of Florida 1982 — 1984
Liberal Arts and Sciences/Liberal Studies
Wells Fargo July 2011 - Present
Wells Fargo Bank December 2009 - July 2011
Wachovia Bank March 2008 - March 2009
World Savings September 2004 - March 2008
Restoration Hardware October 2003 - September 2004
MetLife Financial Services May 2001 - November 2003
Intellect Technical Solutions April 1997 - April 1998
West Coast Woman magazine January 1996 - January 1998
RISCORP Insurance Co May 1996 - April 1997
St. Petersburg Times May 1995 - January 1996
Education
Austin Peay State University 1990 — 1991
Work toward Master's Degree, English
University of South Florida 1984 — 1987
B.A, Mass Communications
New College of Florida 1982 — 1984
Liberal Arts and Sciences/Liberal Studies
Carol LaRocque's Metlife Financial Services Experience 2004 - 2008
Job President at Great American Recruiting Company
Industry Staffing and Recruiting
Experience
Great American Recruiting Company January 2005 - Present
Chernoff Diamond November 2010 - May 2014
MetLife Financial Services 2004 - 2008
Publishers Clearing House 1997 - 2004
Pryor Associates 1990 - 1997
Skills
Employee Benefits, New Business Development, Team Building, Business Planning, Insurance, Investments, Negotiation, Customer Relations, Coaching, Leadership Development, Succession Planning, Sales Management, Strategic Planning, Contract Negotiation, Marketing Strategy, Financial Planning, Organizational..., Risk Management, Start-ups, Mentoring, Consultative Selling, Customer Service, Mergers, Public Speaking, Employee Relations, Hiring, Business Strategy, Account Management, Team Leadership, Operations Management, Business Management, Management Consulting, Wealth Management, Disability Insurance, Executive Management, Performance Management, 401k, Leadership, Management, Selling, Strategic Financial..., Small Business, Human Resources, Recruiting, Mergers & Acquisitions, Health Insurance, Underwriting, Pensions, Onboarding, Benefits Administration
Education
Cornell University
Human Resources and the Law
Great American Recruiting Company January 2005 - Present
Chernoff Diamond November 2010 - May 2014
MetLife Financial Services 2004 - 2008
Publishers Clearing House 1997 - 2004
Pryor Associates 1990 - 1997
Skills
Employee Benefits, New Business Development, Team Building, Business Planning, Insurance, Investments, Negotiation, Customer Relations, Coaching, Leadership Development, Succession Planning, Sales Management, Strategic Planning, Contract Negotiation, Marketing Strategy, Financial Planning, Organizational..., Risk Management, Start-ups, Mentoring, Consultative Selling, Customer Service, Mergers, Public Speaking, Employee Relations, Hiring, Business Strategy, Account Management, Team Leadership, Operations Management, Business Management, Management Consulting, Wealth Management, Disability Insurance, Executive Management, Performance Management, 401k, Leadership, Management, Selling, Strategic Financial..., Small Business, Human Resources, Recruiting, Mergers & Acquisitions, Health Insurance, Underwriting, Pensions, Onboarding, Benefits Administration
Education
Cornell University
Human Resources and the Law
Scott Barth Scott Barth's Metlife Financial Services Experience 1996 - 2000
Job Concerned citizen
Industry Research
Experience
N/A September 2014 - Present
Dallas Figure Skating Club 2011 - Present
SMB June 2000 - September 2014
Vista Academy January 2012 - May 2013
Polar Ice Rink 2011 - 2011
Janesville home rental 2011 - 2011
Oregon High School June 2007 - December 2010
Milton School District June 2000 - June 2007
Walworth school district February 1999 - June 2000
MetLife Financial Services 1996 - 2000
Skills
Soccer, Leadership
Education
Bradley University 1991 — 1997
BS, Accounting
N/A September 2014 - Present
Dallas Figure Skating Club 2011 - Present
SMB June 2000 - September 2014
Vista Academy January 2012 - May 2013
Polar Ice Rink 2011 - 2011
Janesville home rental 2011 - 2011
Oregon High School June 2007 - December 2010
Milton School District June 2000 - June 2007
Walworth school district February 1999 - June 2000
MetLife Financial Services 1996 - 2000
Skills
Soccer, Leadership
Education
Bradley University 1991 — 1997
BS, Accounting
Holly Sharpe Holly Sharpe's Metlife Financial Services Experience January 2000 - January 2003
Job Experienced Marketing Manager
Industry Marketing and Advertising
Experience
Consultant 2008 - Present
Citigroup - Citi Home Equity January 2007 - May 2008
MetLife 2003 - 2005
MetLife - Financial Services January 2000 - January 2003
Skills
Strategy, Marketing Communications, Direct Marketing, Leadership, Management, Marketing, Advertising, Sales, Strategic Planning, Program Management, Brand Development, Training, Analysis, Cross-functional Team..., Market Analysis, Product Development
Education
Adelphi University
BA, Communications
Colorado State University
Masters, Management; Business
Consultant 2008 - Present
Citigroup - Citi Home Equity January 2007 - May 2008
MetLife 2003 - 2005
MetLife - Financial Services January 2000 - January 2003
Skills
Strategy, Marketing Communications, Direct Marketing, Leadership, Management, Marketing, Advertising, Sales, Strategic Planning, Program Management, Brand Development, Training, Analysis, Cross-functional Team..., Market Analysis, Product Development
Education
Adelphi University
BA, Communications
Colorado State University
Masters, Management; Business
Gregory Gelineau, CLTC's Metlife Financial Services Experience March 2002 - March 2004
Job Senior Vice President at American Senior Benefits
Industry Insurance
Experience
Bankers Life April 2004 - January 2015
MetLife Financial Services March 2002 - March 2004
First Investors Corporation May 1985 - February 2002
Skills
Leadership and Sales..., Team Leadership, Sales Management, Direct Sales, Public Speaking, Marketing, Human Resources, Recruiting, Leadership Development, Disability Insurance, Sales, Leadership, Insurance, Long-term Care, Account Management, Fixed Annuities, Training, Health Insurance, Contract Negotiation, Marketing Strategy, Life Insurance, Operations Management, Long Term Care Insurance, Management, Medicare, Term Life Insurance, New Business Development, Team Building, Customer Service, Customer Retention, Small Business, Employee Benefits, Risk Management, Retirement Planning, Universal Life, Investments, Strategic Planning, Coaching, Executive Management, Whole Life, Business Planning, Retirement, Brokers, Process Improvement, Strategy, Underwriting, CRM, Employee Training, Budgets, Business Development
Education
Bridgewater State University 1981 — 1985
BS, Management
Old Rochester Regional High School 1978 — 1981
High School, General Studies
Bankers Life April 2004 - January 2015
MetLife Financial Services March 2002 - March 2004
First Investors Corporation May 1985 - February 2002
Skills
Leadership and Sales..., Team Leadership, Sales Management, Direct Sales, Public Speaking, Marketing, Human Resources, Recruiting, Leadership Development, Disability Insurance, Sales, Leadership, Insurance, Long-term Care, Account Management, Fixed Annuities, Training, Health Insurance, Contract Negotiation, Marketing Strategy, Life Insurance, Operations Management, Long Term Care Insurance, Management, Medicare, Term Life Insurance, New Business Development, Team Building, Customer Service, Customer Retention, Small Business, Employee Benefits, Risk Management, Retirement Planning, Universal Life, Investments, Strategic Planning, Coaching, Executive Management, Whole Life, Business Planning, Retirement, Brokers, Process Improvement, Strategy, Underwriting, CRM, Employee Training, Budgets, Business Development
Education
Bridgewater State University 1981 — 1985
BS, Management
Old Rochester Regional High School 1978 — 1981
High School, General Studies
John Martelotti John Martelotti's Metlife Financial Services Experience 2002 - 2005
Job Staten Island Real Estate Sales & Rentals
Industry Real Estate
Experience
Robert DeFalco Realty July 2004 - Present
MetLife Financial Services 2002 - 2005
Morgan Stanley May 2000 - May 2002
Dean Witter October 1984 - May 2000
Skills
Leases, Rentals, Commercial Sales, Retirement, Residential Homes, Home, First Time Home Buyers, Investments, Real Estate, Asset Managment, Strategic Financial..., Small Business, Credit, Investment Properties, Real Estate Transactions, Insurance, Sales, Negotiation, Condos, Asset Management, Selling, Finance, Short Sales, Investors, Sellers, Commercial Real Estate, Relocation, Townhomes, REO, Referrals, Listings, New Home Sales, Real Property, Single Family Homes, Buyer Representation, Luxury, Property
Education
City University of New York-College of Staten Island 2006 — 2011
Bachelor of Science (BS), Accounting
Ralph R McKee High School 1979 — 1983
Vocational Diploma, Electrical
Robert DeFalco Realty July 2004 - Present
MetLife Financial Services 2002 - 2005
Morgan Stanley May 2000 - May 2002
Dean Witter October 1984 - May 2000
Skills
Leases, Rentals, Commercial Sales, Retirement, Residential Homes, Home, First Time Home Buyers, Investments, Real Estate, Asset Managment, Strategic Financial..., Small Business, Credit, Investment Properties, Real Estate Transactions, Insurance, Sales, Negotiation, Condos, Asset Management, Selling, Finance, Short Sales, Investors, Sellers, Commercial Real Estate, Relocation, Townhomes, REO, Referrals, Listings, New Home Sales, Real Property, Single Family Homes, Buyer Representation, Luxury, Property
Education
City University of New York-College of Staten Island 2006 — 2011
Bachelor of Science (BS), Accounting
Ralph R McKee High School 1979 — 1983
Vocational Diploma, Electrical
Russell Bosworth Russell Bosworth's Metlife Financial Services Experience 1998 - 2001
Job President at Bosworth Financial Services
Industry Financial Services
Experience
Bosworth Financial Services 2003 - Present
Bosworth Consulting 2001 - 2003
MetLife Financial Services 1998 - 2001
The Bosworth Group 1989 - 1998
Skills
Strategy, Marketing Strategy, Strategic Planning, New Business Development, Marketing, Analytics, Project Management, CRM, Financial Modeling, Program Management, Management, Budgets, Strategic Financial..., Social Media, Investments, Portfolio Management, Public Speaking, Sales, Event Management, Business Strategy, Email Marketing, Leadership, Public Relations, Online Advertising, Entrepreneurship, Business Development, Team Building, Strategic Partnerships, Nonprofits, Marketing Communications, Advertising
Education
The New School 1974 — 1977
MA, Psychology
University of Pennsylvania - The Wharton School 1967 — 1969
MBA, Marketing
Brown University 1963 — 1967
BA, Mathematical Economics
Bosworth Financial Services 2003 - Present
Bosworth Consulting 2001 - 2003
MetLife Financial Services 1998 - 2001
The Bosworth Group 1989 - 1998
Skills
Strategy, Marketing Strategy, Strategic Planning, New Business Development, Marketing, Analytics, Project Management, CRM, Financial Modeling, Program Management, Management, Budgets, Strategic Financial..., Social Media, Investments, Portfolio Management, Public Speaking, Sales, Event Management, Business Strategy, Email Marketing, Leadership, Public Relations, Online Advertising, Entrepreneurship, Business Development, Team Building, Strategic Partnerships, Nonprofits, Marketing Communications, Advertising
Education
The New School 1974 — 1977
MA, Psychology
University of Pennsylvania - The Wharton School 1967 — 1969
MBA, Marketing
Brown University 1963 — 1967
BA, Mathematical Economics
Charlie Garo Arakelian's Metlife Financial Services Experience 1997 - 1998
Job Looking For New Opportunities!
Industry Real Estate
Experience
Northeast Tint Co. April 2002 - Present
Leap Frog Realty Group November 2009 - Present
MetLife Financial Services 1997 - 1998
Skills
Public Speaking, Real Estate, Negotiation, Window Films, Energy Efficiency, Sustainability, Energy Conservation, Investment Properties, Real Estate Development, Commercial Real Estate, Strategic Planning, Small Business, Construction, Contract Negotiation, Construction Management, Product Knowledge, Energy Audits, Entrepreneurship, Leadership, International Business, LEED AP, Investments, Project Planning, Contract Management, Due Diligence, Property Management, Mergers & Acquisitions, Energy, Renewable Energy, LEED
Education
American International College 1992 — 1996
BA, International Business & Political Science
Northeast Tint Co. April 2002 - Present
Leap Frog Realty Group November 2009 - Present
MetLife Financial Services 1997 - 1998
Skills
Public Speaking, Real Estate, Negotiation, Window Films, Energy Efficiency, Sustainability, Energy Conservation, Investment Properties, Real Estate Development, Commercial Real Estate, Strategic Planning, Small Business, Construction, Contract Negotiation, Construction Management, Product Knowledge, Energy Audits, Entrepreneurship, Leadership, International Business, LEED AP, Investments, Project Planning, Contract Management, Due Diligence, Property Management, Mergers & Acquisitions, Energy, Renewable Energy, LEED
Education
American International College 1992 — 1996
BA, International Business & Political Science
Priya Bishen Priya Bishen's Metlife Financial Services Experience June 2008 — August 2008
Job MBA Candidate 2016 at MIT Sloan School of Management
Industry Financial Services
Experience
PIMCO June 2015 — August 2015
UBS Investment Bank July 2010 — June 2014
RBC Capital Markets June 2009 — August 2009
MetLife Financial Services June 2008 — August 2008
Skills
Hedge Funds, Trading, Fixed Income, Bloomberg, Foreign Exchange, Equities, Investment Banking, Capital Markets, Structured Products, Credit Derivatives, Derivatives, Equity Derivatives, Options, Interest Rate..., FX Options
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Carnegie Mellon University 2006 — 2010
B.S. in Business Administration
London School of Economics and Political Science 2008 — 2009
n/a
PIMCO June 2015 — August 2015
UBS Investment Bank July 2010 — June 2014
RBC Capital Markets June 2009 — August 2009
MetLife Financial Services June 2008 — August 2008
Skills
Hedge Funds, Trading, Fixed Income, Bloomberg, Foreign Exchange, Equities, Investment Banking, Capital Markets, Structured Products, Credit Derivatives, Derivatives, Equity Derivatives, Options, Interest Rate..., FX Options
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Carnegie Mellon University 2006 — 2010
B.S. in Business Administration
London School of Economics and Political Science 2008 — 2009
n/a
Gerald Portante's Metlife Financial Services Experience October 2000 - August 2004
Job
Industry Financial Services
Experience
FINRA April 2005 - Present
Progressive Financial Strategies May 2004 - August 2004
MetLife Financial Services October 2000 - August 2004
FarSight Financial Services, LP August 1999 - September 2000
Prudential Preferred Financial Services October 1998 - March 1999
SANBORN HEAD AND ASSOCIATES July 1997 - October 1998
ONSITE ENVIRONMENTAL STAFFING January 1996 - June 1997
US Army May 1990 - June 1992
Skills
Mutual Funds, Structured Products, ETFs, Variable Annuities, FINRA, Series 7, Securities, Fixed Income, Equities, Investments, Capital Markets, Trading, Investment Banking, Series 63, Risk Management, Strategic Financial..., Series 24, Equity Trading, Finance, Financial Services
Education
Boston University 1993 — 1995
BA
FINRA April 2005 - Present
Progressive Financial Strategies May 2004 - August 2004
MetLife Financial Services October 2000 - August 2004
FarSight Financial Services, LP August 1999 - September 2000
Prudential Preferred Financial Services October 1998 - March 1999
SANBORN HEAD AND ASSOCIATES July 1997 - October 1998
ONSITE ENVIRONMENTAL STAFFING January 1996 - June 1997
US Army May 1990 - June 1992
Skills
Mutual Funds, Structured Products, ETFs, Variable Annuities, FINRA, Series 7, Securities, Fixed Income, Equities, Investments, Capital Markets, Trading, Investment Banking, Series 63, Risk Management, Strategic Financial..., Series 24, Equity Trading, Finance, Financial Services
Education
Boston University 1993 — 1995
BA
Jennifer Elmashni's Metlife Financial Services Experience December 2003 - May 2004
Job Sr. Director, Sales Strategy at Johnson & Johnson, Consumer
Industry Consumer Goods
Experience
Johnson & Johnson, Consumer April 2015 - Present
Johnson & Johnson, LifeScan Animas January 2013 - April 2015
Johnson & Johnson, LifeScan Animas February 2012 - January 2013
Bloomspot July 2011 - December 2011
Walmart.com - Global Ecommerce June 2010 - July 2011
Booz & Company July 2007 - June 2010
IBM, Global Business Services March 2006 - June 2007
IBM, Global Executive Organization Capability February 2005 - March 2006
American Express, Executive Global Talent June 2004 - August 2004
MetLife Financial Services December 2003 - May 2004
Skills
Human Capital Management, Organizational..., Change Management, Leadership Development, Organizational..., Coaching, Onboarding, Talent Development, Instructional Design, Organizational Change, E-learning, Management Consulting, Career Development, Program Management, Team Management, Vendor Management, Management Development, Organizational Learning, Executive Development, Knowledge Management, Needs Analysis, Team Building, Mentoring, Performance Management, Performance Improvement, Talent Management, Organizational Design, Business Strategy, Strategy, Project Planning, Human Resources, Personnel Management, Management, E-Learning, Employee Engagement, Employee Training, Training, Leadership, Executive Coaching, Business Process..., Analysis, CRM, Team Leadership, Consulting, Sales Operations, Business Planning, Interviews, Entrepreneurship, Product Management, Project Management
Education
Columbia University in the City of New York 2003 — 2005
M.A., Social-Organizational Psychology
University of California, Los Angeles 1998 — 2002
B.A., Psychology
Mission San Jose High School
Johnson & Johnson, Consumer April 2015 - Present
Johnson & Johnson, LifeScan Animas January 2013 - April 2015
Johnson & Johnson, LifeScan Animas February 2012 - January 2013
Bloomspot July 2011 - December 2011
Walmart.com - Global Ecommerce June 2010 - July 2011
Booz & Company July 2007 - June 2010
IBM, Global Business Services March 2006 - June 2007
IBM, Global Executive Organization Capability February 2005 - March 2006
American Express, Executive Global Talent June 2004 - August 2004
MetLife Financial Services December 2003 - May 2004
Skills
Human Capital Management, Organizational..., Change Management, Leadership Development, Organizational..., Coaching, Onboarding, Talent Development, Instructional Design, Organizational Change, E-learning, Management Consulting, Career Development, Program Management, Team Management, Vendor Management, Management Development, Organizational Learning, Executive Development, Knowledge Management, Needs Analysis, Team Building, Mentoring, Performance Management, Performance Improvement, Talent Management, Organizational Design, Business Strategy, Strategy, Project Planning, Human Resources, Personnel Management, Management, E-Learning, Employee Engagement, Employee Training, Training, Leadership, Executive Coaching, Business Process..., Analysis, CRM, Team Leadership, Consulting, Sales Operations, Business Planning, Interviews, Entrepreneurship, Product Management, Project Management
Education
Columbia University in the City of New York 2003 — 2005
M.A., Social-Organizational Psychology
University of California, Los Angeles 1998 — 2002
B.A., Psychology
Mission San Jose High School
David Mann, CAS®, CFS®'s Metlife Financial Services Experience November 2006 - January 2008
Job Financial Advisor Life Insurance Specialist Retirement Income Futurity First Mann Financial Services
Industry Financial Services
Experience
Mann Financial Services January 2008 - Present
MetLife Financial Services November 2006 - January 2008
John Hancock January 2000 - November 2006
New York Life May 1998 - December 1999
Skills
Term Life Insurance, Universal Life, Whole Life, Long Term Care, Disability Insurance, Critical Illness, Retirement, Insurance, Long-term Care, Investments, Fixed Annuities, Long Term Care Insurance, Life Insurance, Retirement Planning, IRAs, Financial Services, 401k, Series 7, Series 63, Mutual Funds, Series 6, Variable Annuities, Wealth Management, Financial Advisory, 401k Rollovers, Financial Planners, Series 65, Wealth Accumulation, Asset Allocation, Wealth, Investment Advisory, Estate Planning, Investment Strategies, Securities, Life & Health Insurance..., Financial Planning
Education
Arizona State University 1994 — 1998
BS, Communications
Chaparral High School
Mann Financial Services January 2008 - Present
MetLife Financial Services November 2006 - January 2008
John Hancock January 2000 - November 2006
New York Life May 1998 - December 1999
Skills
Term Life Insurance, Universal Life, Whole Life, Long Term Care, Disability Insurance, Critical Illness, Retirement, Insurance, Long-term Care, Investments, Fixed Annuities, Long Term Care Insurance, Life Insurance, Retirement Planning, IRAs, Financial Services, 401k, Series 7, Series 63, Mutual Funds, Series 6, Variable Annuities, Wealth Management, Financial Advisory, 401k Rollovers, Financial Planners, Series 65, Wealth Accumulation, Asset Allocation, Wealth, Investment Advisory, Estate Planning, Investment Strategies, Securities, Life & Health Insurance..., Financial Planning
Education
Arizona State University 1994 — 1998
BS, Communications
Chaparral High School
Paul J. Phelan, CFP®'s Metlife Financial Services Experience February 2002 - September 2003
Job I help NonProfits and Small Businesses strategize and budget for the future with Employee & Executive Benefits
Industry Insurance
Experience
Early, Cassidy & Schilling, Inc. September 2003 - Present
MetLife Financial Services February 2002 - September 2003
Memberdrive 2001 - 2001
Votenet Solutions 1999 - 2001
Skills
Employee Benefits, Risk Management, Business Continuity..., Insurance, Disability Insurance, Strategic Planning, Health Insurance, 401k, Property & Casualty..., Succession Planning, Retirement, Public Speaking, Workers Compensation, Life Insurance, Health Savings Accounts, Term Life Insurance, General Insurance, Commercial Insurance, Fixed Annuities, Long-term Care, Retirement Planning, COBRA, Deferred Compensation, Benefits Administration, Small Business, Underwriting, Training, Professional Liability, Estate Planning
Education
Bowling Green State University 1997 — 1998
Bachelors, Business Administration
University of Dayton 1994 — 1996
Marketing
Early, Cassidy & Schilling, Inc. September 2003 - Present
MetLife Financial Services February 2002 - September 2003
Memberdrive 2001 - 2001
Votenet Solutions 1999 - 2001
Skills
Employee Benefits, Risk Management, Business Continuity..., Insurance, Disability Insurance, Strategic Planning, Health Insurance, 401k, Property & Casualty..., Succession Planning, Retirement, Public Speaking, Workers Compensation, Life Insurance, Health Savings Accounts, Term Life Insurance, General Insurance, Commercial Insurance, Fixed Annuities, Long-term Care, Retirement Planning, COBRA, Deferred Compensation, Benefits Administration, Small Business, Underwriting, Training, Professional Liability, Estate Planning
Education
Bowling Green State University 1997 — 1998
Bachelors, Business Administration
University of Dayton 1994 — 1996
Marketing
AJ Sheek's Metlife Financial Services Experience December 2002 - December 2007
Job COO at TBD (To Be Designated)
Industry Capital Markets
Experience
Gold Flex, Inc. October 2014 - Present
Asset Idea, LLC March 2008 - Present
StormDorms 2013 - 2015
FMC Financial Services March 2011 - June 2013
MetLife Financial Services December 2002 - December 2007
Fujitsu Network Communications September 2000 - June 2001
Multiple entrepreneurial activities 1996 - 2001
DenLey International January 1994 - September 1996
Coastal Emergency Services; Medicus Medical Group February 1987 - January 1994
Americus Medical Group January 1986 - January 1987
Skills
Strategic Financial..., Insurance, Financial Analysis, Financial Services, Wealth Management, Managerial Finance, Strategic Planning, Financial Advisory, Financial Modeling, T-Soft Proficiency, Dairy Operations, Dairy Science, Healthcare Operations, Medical Practice..., Contract Management, Investments, Healthcare, Project Management, Military, Leadership, Process Improvement, Program Management, Executive Management, Strategy, Operations Management, Business Development, Business Analysis, New Business Development, Venture Capital, Corporate Finance, Credit, Mergers & Acquisitions, Private Equity, Due Diligence, Mortgage Lending, Small Business, Sales, Management, Loans, Banking, Business Planning, Recruiting, Management Consulting, Analysis, Business Strategy
Education
The University of Texas at Dallas 2000 — 2001
Masters Certificate in Project Management, Project Management
Baylor University 1972 — 1974
MHA, Masters Healthcare Administration - US Army
North Carolina State University 1956 — 1960
BS, Dairy Manufacturing
Gold Flex, Inc. October 2014 - Present
Asset Idea, LLC March 2008 - Present
StormDorms 2013 - 2015
FMC Financial Services March 2011 - June 2013
MetLife Financial Services December 2002 - December 2007
Fujitsu Network Communications September 2000 - June 2001
Multiple entrepreneurial activities 1996 - 2001
DenLey International January 1994 - September 1996
Coastal Emergency Services; Medicus Medical Group February 1987 - January 1994
Americus Medical Group January 1986 - January 1987
Skills
Strategic Financial..., Insurance, Financial Analysis, Financial Services, Wealth Management, Managerial Finance, Strategic Planning, Financial Advisory, Financial Modeling, T-Soft Proficiency, Dairy Operations, Dairy Science, Healthcare Operations, Medical Practice..., Contract Management, Investments, Healthcare, Project Management, Military, Leadership, Process Improvement, Program Management, Executive Management, Strategy, Operations Management, Business Development, Business Analysis, New Business Development, Venture Capital, Corporate Finance, Credit, Mergers & Acquisitions, Private Equity, Due Diligence, Mortgage Lending, Small Business, Sales, Management, Loans, Banking, Business Planning, Recruiting, Management Consulting, Analysis, Business Strategy
Education
The University of Texas at Dallas 2000 — 2001
Masters Certificate in Project Management, Project Management
Baylor University 1972 — 1974
MHA, Masters Healthcare Administration - US Army
North Carolina State University 1956 — 1960
BS, Dairy Manufacturing
Ashokan Periasamy's Metlife Financial Services Experience 2008 - 2008
Job Vice President at MicroTurn Systems Inc
Industry Investment Banking
Experience
MicroTurn Systems Inc October 2010 - Present
Credit Suisse April 2005 - August 2010
MetLife Financial Services 2008 - 2008
KPMG Consulting 2002 - 2005
KPMG LLP 2002 - 2005
Skills
SDLC, SOA, Fixed Income, Enterprise Architecture, Agile Methodologies, Requirements Analysis, Business Analysis, Software Project..., IT Strategy, Web Services, Data Warehousing, Oracle
Education
Bharathiar University 1992 — 1996
Bachelor of Engineering, Electronics and Instrumentation Engineering
MicroTurn Systems Inc October 2010 - Present
Credit Suisse April 2005 - August 2010
MetLife Financial Services 2008 - 2008
KPMG Consulting 2002 - 2005
KPMG LLP 2002 - 2005
Skills
SDLC, SOA, Fixed Income, Enterprise Architecture, Agile Methodologies, Requirements Analysis, Business Analysis, Software Project..., IT Strategy, Web Services, Data Warehousing, Oracle
Education
Bharathiar University 1992 — 1996
Bachelor of Engineering, Electronics and Instrumentation Engineering
Claude Atam's Metlife Financial Services Experience January 2002 - Present
Job Mutual Fund Manager at Newyork Life
Industry Financial Services
Experience
MetLife Financial Services January 2002 - Present
Education
California State University-Northridge 2005 — 2008
B.S, Business Management
MetLife Financial Services January 2002 - Present
Education
California State University-Northridge 2005 — 2008
B.S, Business Management
Scott Morse's Metlife Financial Services Experience 2002 - 2005
Job Vice President, Executive Recruiter JP Morgan Chase and Co.
Industry Staffing and Recruiting
Experience
JPMorgan Chase & Co. May 2013 - Present
UBS Investment Bank February 2011 - April 2013
McGladrey December 2010 - February 2011
Alexander Mitchell & Associates October 2006 - February 2011
Korn/Ferry Futurestep 2010 - 2010
Hewitt Associates November 2005 - October 2006
MetLife Financial Services 2002 - 2005
Spherion 2000 - 2001
Skills
Financial Services, Talent Acquisition, Benefits Negotiation, Applicant Tracking..., Internet Recruiting, Screening Resumes, Executive Search, Screening, Employer Branding, Recruiting, Business Development, Sourcing, Finance, CRM, Recruitment Advertising, Onboarding, Contract Recruitment, College Recruiting, Talent Management, Cold Calling, Vendor Management, Interviews, Taleo, Consulting, SDLC, Leadership, Management, Management Consulting, Human Resources, Temporary Staffing, HR Consulting, Temporary Placement, Graduate Recruitment, Employee Relations, Hiring, Personnel Management, Staffing Services, Resume Writing
Education
Choate Rosemary Hall 1983 — 1987
Belmont Abbey College
University of North Carolina at Chapel Hill
JPMorgan Chase & Co. May 2013 - Present
UBS Investment Bank February 2011 - April 2013
McGladrey December 2010 - February 2011
Alexander Mitchell & Associates October 2006 - February 2011
Korn/Ferry Futurestep 2010 - 2010
Hewitt Associates November 2005 - October 2006
MetLife Financial Services 2002 - 2005
Spherion 2000 - 2001
Skills
Financial Services, Talent Acquisition, Benefits Negotiation, Applicant Tracking..., Internet Recruiting, Screening Resumes, Executive Search, Screening, Employer Branding, Recruiting, Business Development, Sourcing, Finance, CRM, Recruitment Advertising, Onboarding, Contract Recruitment, College Recruiting, Talent Management, Cold Calling, Vendor Management, Interviews, Taleo, Consulting, SDLC, Leadership, Management, Management Consulting, Human Resources, Temporary Staffing, HR Consulting, Temporary Placement, Graduate Recruitment, Employee Relations, Hiring, Personnel Management, Staffing Services, Resume Writing
Education
Choate Rosemary Hall 1983 — 1987
Belmont Abbey College
University of North Carolina at Chapel Hill
David DeLozier's Metlife Financial Services Experience May 1996 - October 2002
Job Manager at ADI Strategies
Industry Information Technology and Services
Experience
ADI Strategies May 2012 - Present
Santa Barbara Bank & Trust October 2011 - May 2012
Caesars Entertainment April 2006 - October 2011
Ardent Health Services January 2003 - November 2005
MetLife Financial Services May 1996 - October 2002
Andersen Consulting June 1989 - May 1996
Skills
Essbase, Hyperion Planning, Financial Reporting, Financial Management, Corporate Finance, Gaming, Banking, OBIEE, DRM, Excel, SQL, FDM, EPMA, ODI, Project Management, Hyperion HFM, EPM, Analysis, Business Analysis, Mergers & Acquisitions, Microsoft Excel, Managerial Finance, Finance, Analytics, Budgets, Data Warehousing
Education
Haslam College of Business at the University of Tennessee 1987 — 1989
MBA, Finance
Carson-Newman University 1983 — 1987
BS, Business Data Processing & Management
ADI Strategies May 2012 - Present
Santa Barbara Bank & Trust October 2011 - May 2012
Caesars Entertainment April 2006 - October 2011
Ardent Health Services January 2003 - November 2005
MetLife Financial Services May 1996 - October 2002
Andersen Consulting June 1989 - May 1996
Skills
Essbase, Hyperion Planning, Financial Reporting, Financial Management, Corporate Finance, Gaming, Banking, OBIEE, DRM, Excel, SQL, FDM, EPMA, ODI, Project Management, Hyperion HFM, EPM, Analysis, Business Analysis, Mergers & Acquisitions, Microsoft Excel, Managerial Finance, Finance, Analytics, Budgets, Data Warehousing
Education
Haslam College of Business at the University of Tennessee 1987 — 1989
MBA, Finance
Carson-Newman University 1983 — 1987
BS, Business Data Processing & Management
Sheena Wallace's Metlife Financial Services Experience 2003 - 2004
Job Auctioneer/ Owner of Auctions by Wallace/ Guns/ Coins/ Estate Sales
Industry Consumer Goods
Experience
Auctions by Wallace January 2010 - Present
Genworth Financial February 2005 - August 2009
MetLife Financial Services 2003 - 2004
Skills
Auctions, Auctioneers, Online Auctions, Firearms, Coins, Estate Sales, Appraisals, Public Speaking, Negotiation, Small Business, Gold, Silver, jewelry, estate jewelry, Liquidation, Estate Liquidation, Guns, Antiques, Antique Furniture, Personal Property, Rifle, gun, Pistol, Sales, Marketing Strategy, Management, Customer Service, Contract Negotiation, Auction Management, Marketing, Online Marketing, Numismatics, Social Media Marketing, Strategic Planning
Education
Christopher Newport University 1988 — 1992
B.S., Public Administration
Auctions by Wallace January 2010 - Present
Genworth Financial February 2005 - August 2009
MetLife Financial Services 2003 - 2004
Skills
Auctions, Auctioneers, Online Auctions, Firearms, Coins, Estate Sales, Appraisals, Public Speaking, Negotiation, Small Business, Gold, Silver, jewelry, estate jewelry, Liquidation, Estate Liquidation, Guns, Antiques, Antique Furniture, Personal Property, Rifle, gun, Pistol, Sales, Marketing Strategy, Management, Customer Service, Contract Negotiation, Auction Management, Marketing, Online Marketing, Numismatics, Social Media Marketing, Strategic Planning
Education
Christopher Newport University 1988 — 1992
B.S., Public Administration
Jay Lazar's Metlife Financial Services Experience March 2002 - October 2003
Job Branch Manager
Industry Banking
Experience
Citibank October 2003 - Present
MetLife Financial Services March 2002 - October 2003
American Express Financial Advisors July 1994 - March 2002
Skills
Strategic Financial..., Series 7, Wealth Management, Banking, Credit, Series 63, Portfolio Management, Loans, Retirement Planning, Mortgage Lending, Consumer Lending, Investments, Retail Banking, Mutual Funds, Small Business Lending, Commercial Banking, Credit Analysis, Series 24, Risk Management, Insurance
Education
Boston University - School of Management 1991 — 1993
Master of Business Administration (MBA), Finance, General
Rensselaer Polytechnic Institute 1984 — 1988
MS, Management
Citibank October 2003 - Present
MetLife Financial Services March 2002 - October 2003
American Express Financial Advisors July 1994 - March 2002
Skills
Strategic Financial..., Series 7, Wealth Management, Banking, Credit, Series 63, Portfolio Management, Loans, Retirement Planning, Mortgage Lending, Consumer Lending, Investments, Retail Banking, Mutual Funds, Small Business Lending, Commercial Banking, Credit Analysis, Series 24, Risk Management, Insurance
Education
Boston University - School of Management 1991 — 1993
Master of Business Administration (MBA), Finance, General
Rensselaer Polytechnic Institute 1984 — 1988
MS, Management
Felix H. Shariff's Metlife Financial Services Experience August 2007 - December 2012
Job Talent Acquisition and Retention Professional
Industry Human Resources
Experience
JPMorgan Chase April 2013 - Present
MetLife Financial Services August 2007 - December 2012
American Express July 2005 - August 2007
Aquent June 2004 - June 2005
Bowne June 1999 - May 2004
Skills
DDI Targeted..., Talent Management, Talent Acquisition, Recruiting, Performance Management, Human Resources, Employee Relations, Succession Planning, Workforce Planning, Strategy, Leadership, Change Management, Management, Coaching, Organizational Design, Team Building, Strategic Planning, Marketing, Diversity & Inclusion, Onboarding, Applicant Tracking..., Sourcing, Organizational..., Financial Services, Deferred Compensation, Personnel Management
Education
Columbia University in the City of New York
Masters of Science, Social Work
Rutgers College, Rutgers University
Bachelor of Arts, Liberal Arts
Tuck School of Business at Dartmouth
Certificate, Minority Business Executive Program
JPMorgan Chase April 2013 - Present
MetLife Financial Services August 2007 - December 2012
American Express July 2005 - August 2007
Aquent June 2004 - June 2005
Bowne June 1999 - May 2004
Skills
DDI Targeted..., Talent Management, Talent Acquisition, Recruiting, Performance Management, Human Resources, Employee Relations, Succession Planning, Workforce Planning, Strategy, Leadership, Change Management, Management, Coaching, Organizational Design, Team Building, Strategic Planning, Marketing, Diversity & Inclusion, Onboarding, Applicant Tracking..., Sourcing, Organizational..., Financial Services, Deferred Compensation, Personnel Management
Education
Columbia University in the City of New York
Masters of Science, Social Work
Rutgers College, Rutgers University
Bachelor of Arts, Liberal Arts
Tuck School of Business at Dartmouth
Certificate, Minority Business Executive Program
Crystal Camarena's Metlife Financial Services Experience 2004 - 2005
Job Graduate Medical Education Program Coordinator at Rutgers Biomedical and Health Sciences
Industry Hospital & Health Care
Experience
Rutgers University July 2010 - Present
The National Society of Leadership and Success September 2013 - December 2013
Morris Regional Public Health Partnership, Inc. January 2013 - May 2013
Bloustein Public Service Association October 2011 - March 2012
UMDNJ September 2009 - February 2012
UMDNJ January 2008 - July 2010
NYU Langone Medical Center September 2006 - January 2008
Deloitte Consulting 2005 - 2006
MetLife Financial Services 2004 - 2005
Education
American Military University
MA, Emergency and Disaster Management
Rutgers, The State University of New Jersey-New Brunswick
BS, Public Health
FEMA Emergency Management Institute 2014 — 2015
East Brunswick Citizen Police Academy Course
Rutgers University July 2010 - Present
The National Society of Leadership and Success September 2013 - December 2013
Morris Regional Public Health Partnership, Inc. January 2013 - May 2013
Bloustein Public Service Association October 2011 - March 2012
UMDNJ September 2009 - February 2012
UMDNJ January 2008 - July 2010
NYU Langone Medical Center September 2006 - January 2008
Deloitte Consulting 2005 - 2006
MetLife Financial Services 2004 - 2005
Education
American Military University
MA, Emergency and Disaster Management
Rutgers, The State University of New Jersey-New Brunswick
BS, Public Health
FEMA Emergency Management Institute 2014 — 2015
East Brunswick Citizen Police Academy Course
Pamela Scantalides's Metlife Financial Services Experience 1989 - 2010
Job General Manager at Teavana
Industry Retail
Experience
Teavana 2013 - Present
CoachUltimate January 2006 - Present
Cache 2012 - 2013
Chico's FAS Inc. 2010 - 2012
MetLife Financial Services 1989 - 2010
Skills
Fixed Annuities, Driving Sales..., Team Building, Customer Satisfaction
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1989
MBA, Investments, Finance, Entrepreneurship
Harvard University 1979 — 1983
BA, Classical Archaeology
Lynnfield High School
Teavana 2013 - Present
CoachUltimate January 2006 - Present
Cache 2012 - 2013
Chico's FAS Inc. 2010 - 2012
MetLife Financial Services 1989 - 2010
Skills
Fixed Annuities, Driving Sales..., Team Building, Customer Satisfaction
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1989
MBA, Investments, Finance, Entrepreneurship
Harvard University 1979 — 1983
BA, Classical Archaeology
Lynnfield High School
Matthew T. O'Rourke's Metlife Financial Services Experience January 2008 - May 2008
Job Vice President at Salus Capital Partners
Industry Banking
Experience
Salus Capital Partners March 2012 - Present
People's United Bank December 2010 - March 2012
People's United Bank July 2009 - December 2010
Citigroup May 2008 - August 2008
MetLife Financial Services January 2008 - May 2008
Skills
Portfolio Management, Credit, Investments, Capital Markets, Loans, Banking, Bonds, Underwriting, Asset Management, Finance, Private Equity
Education
Bryant University
BSBA, Finance / Economics / Psychology
Salus Capital Partners March 2012 - Present
People's United Bank December 2010 - March 2012
People's United Bank July 2009 - December 2010
Citigroup May 2008 - August 2008
MetLife Financial Services January 2008 - May 2008
Skills
Portfolio Management, Credit, Investments, Capital Markets, Loans, Banking, Bonds, Underwriting, Asset Management, Finance, Private Equity
Education
Bryant University
BSBA, Finance / Economics / Psychology
Seymour Schreiber's Metlife Financial Services Experience 1974 - 2004
Job Regional Vice President at The Producers Group
Industry Financial Services
Experience
The Producers Group February 2012 - Present
National Life Group June 2009 - November 2011
Allianz Life 2006 - 2008
MetLife September 1974 - May 2004
Metropolitan Life Insurance Company 1996 - 2004
MetLife Financial Services 1974 - 2004
Skills
Fixed Annuities, Marketing, Insurance, Long-term Care, Retirement, Underwriting, Disability Insurance, 401k, Life Insurance, Variable Annuities, Mutual Funds, Term Life Insurance, Retirement Planning, IRAs, Series 6, Financial Planners
Education
City University of New York-Baruch College 1971 — 1974
MBA, Marketing
The Producers Group February 2012 - Present
National Life Group June 2009 - November 2011
Allianz Life 2006 - 2008
MetLife September 1974 - May 2004
Metropolitan Life Insurance Company 1996 - 2004
MetLife Financial Services 1974 - 2004
Skills
Fixed Annuities, Marketing, Insurance, Long-term Care, Retirement, Underwriting, Disability Insurance, 401k, Life Insurance, Variable Annuities, Mutual Funds, Term Life Insurance, Retirement Planning, IRAs, Series 6, Financial Planners
Education
City University of New York-Baruch College 1971 — 1974
MBA, Marketing
Douglas Merz's Metlife Financial Services Experience January 1997 - January 2003
Job Retired, but very active living
Industry Furniture
Experience
Retired October 2010 - Present
Cape Henry Associates, Inc. May 2006 - October 2010
Kaiser Aluminum July 2004 - January 2006
MetLife Financial Services January 1997 - January 2003
Assault Craft Unit 4 1993 - 1997
US Navy 1974 - 1997
Skills
Technical Writing, Microsoft Word, DoD, PowerPoint, Editing, Microsoft Office, Military Experience, Microsoft Excel, Program Management, Government, Military, Requirements Analysis, Navy, Curriculum Development, Top Secret, SIGINT, Interagency Coordination, Federal Government, Government Contracting, Policy, Training, National Security, Proposal Writing, Readiness, Foreign Military Sales, Analysis, Defense, Special Operations, Project Management, Information Assurance, Security Clearance, Military Operations, Command, C4ISR, Operational Planning, Exercises, NATO, Contingency Planning, Defence Sector, Command & Control
Education
Columbia University in the City of New York 1967 — 1971
Bachelor of Arts (BA), Psychology
Retired October 2010 - Present
Cape Henry Associates, Inc. May 2006 - October 2010
Kaiser Aluminum July 2004 - January 2006
MetLife Financial Services January 1997 - January 2003
Assault Craft Unit 4 1993 - 1997
US Navy 1974 - 1997
Skills
Technical Writing, Microsoft Word, DoD, PowerPoint, Editing, Microsoft Office, Military Experience, Microsoft Excel, Program Management, Government, Military, Requirements Analysis, Navy, Curriculum Development, Top Secret, SIGINT, Interagency Coordination, Federal Government, Government Contracting, Policy, Training, National Security, Proposal Writing, Readiness, Foreign Military Sales, Analysis, Defense, Special Operations, Project Management, Information Assurance, Security Clearance, Military Operations, Command, C4ISR, Operational Planning, Exercises, NATO, Contingency Planning, Defence Sector, Command & Control
Education
Columbia University in the City of New York 1967 — 1971
Bachelor of Arts (BA), Psychology
Josh Board's Metlife Financial Services Experience January 2006 - April 2006
Job Online Marketing & Search Engine Optimizer
Industry Business Supplies and Equipment
Experience
On-Site Supply January 2007 - Present
MetLife Financial Services January 2006 - April 2006
Education
Butler University - College of Business Administration 2002 — 2007
On-Site Supply January 2007 - Present
MetLife Financial Services January 2006 - April 2006
Education
Butler University - College of Business Administration 2002 — 2007
Ann Kanning's Metlife Financial Services Experience May 2010 - July 2010
Job Business Management Instructor at Delaware Area Career Center
Industry Education Management
Experience
Delaware Area Career Center June 2012 - Present
Dublin Scioto High School January 2012 - May 2012
London High School November 2011 - December 2011
Marion Harding High School August 2011 - September 2011
Metlife Financial Services May 2010 - July 2010
Accountemps October 2007 - February 2009
Nationwide Financial April 2004 - October 2007
Nationwide Financial March 1998 - April 2004
Singer Appraisal & Consulting July 1997 - March 1998
Education
Ashland University 2010 — 2012
Bachelor's Plus, Vocational/Integrated Business Grades 4-12
Ashland University 2004 — 2007
MBA, Business Management
Ohio University 1992 — 1997
Bachelor, Business Administration
Delaware Area Career Center June 2012 - Present
Dublin Scioto High School January 2012 - May 2012
London High School November 2011 - December 2011
Marion Harding High School August 2011 - September 2011
Metlife Financial Services May 2010 - July 2010
Accountemps October 2007 - February 2009
Nationwide Financial April 2004 - October 2007
Nationwide Financial March 1998 - April 2004
Singer Appraisal & Consulting July 1997 - March 1998
Education
Ashland University 2010 — 2012
Bachelor's Plus, Vocational/Integrated Business Grades 4-12
Ashland University 2004 — 2007
MBA, Business Management
Ohio University 1992 — 1997
Bachelor, Business Administration
Jeff Ronchetti's Metlife Financial Services Experience November 2000 - May 2006
Job Inside Sales Manager at IBM Cognos
Industry Computer Software
Experience
IBM January 2009 - Present
Cognos July 2007 - January 2009
IBM May 2006 - June 2007
MetLife Financial Services November 2000 - May 2006
Sun Life Financial July 1996 - October 2000
Education
Framingham State University 1990 — 1994
MBA, Business
Curry College 1985 — 1989
BA, Com/Management
IBM January 2009 - Present
Cognos July 2007 - January 2009
IBM May 2006 - June 2007
MetLife Financial Services November 2000 - May 2006
Sun Life Financial July 1996 - October 2000
Education
Framingham State University 1990 — 1994
MBA, Business
Curry College 1985 — 1989
BA, Com/Management
Hae Yoon's Metlife Financial Services Experience
Job Certified Financial Planner at MetLife Financial Services
Industry Financial Services
Experience
MetLife Financial Services
Education
Baruch College, City University of New York (CUNY)
MetLife Financial Services
Education
Baruch College, City University of New York (CUNY)
Wellington Lopez's Metlife Financial Services Experience September 2000 - August 2001
Job Director of Administration at Squareone Business Machines
Industry Business Supplies and Equipment
Experience
Square One Business Machines August 2014 - Present
Vista Health Solutions LLC September 2013 - Present
First Convenience Bank July 2012 - February 2013
Houston Police Department March 2011 - March 2012
JPMorgan Chase September 2008 - September 2010
Seamless Solutions January 2007 - March 2008
Citibank November 2004 - January 2007
MetLife Financial Services September 2000 - August 2001
American Express May 2000 - September 2000
Skills
Training, Management, Financial Services, Finance, Investments, Portfolio Management, Sales, CRM, Asset Allocation, Retirement Planning, Credit, Insurance, Sales Management, Wealth Management, Microsoft Office, Team Leadership
Education
Adelphi University 1999 — 2001
Bachelor of Science Degree, Finance
LIU CW post 1995 — 1997
Square One Business Machines August 2014 - Present
Vista Health Solutions LLC September 2013 - Present
First Convenience Bank July 2012 - February 2013
Houston Police Department March 2011 - March 2012
JPMorgan Chase September 2008 - September 2010
Seamless Solutions January 2007 - March 2008
Citibank November 2004 - January 2007
MetLife Financial Services September 2000 - August 2001
American Express May 2000 - September 2000
Skills
Training, Management, Financial Services, Finance, Investments, Portfolio Management, Sales, CRM, Asset Allocation, Retirement Planning, Credit, Insurance, Sales Management, Wealth Management, Microsoft Office, Team Leadership
Education
Adelphi University 1999 — 2001
Bachelor of Science Degree, Finance
LIU CW post 1995 — 1997
Cecile Thompson's Metlife Financial Services Experience September 2006 - August 2008
Job Administrative Assistant
Industry Consumer Goods
Experience
Office Team April 2011 - May 2011
All About People/US Census 2010 - 2010
Infoclosure.com October 2008 - January 2009
MetLife Financial Services September 2006 - August 2008
Gillespie, Shields & Durrant Five Practice Areas - Exceptional Representation 2001 - 2004
Skills
Microsoft Excel, Microsoft Office, Customer Service, Data Entry, Microsoft Word, Spreadsheets, Outlook, Event Planning, Access, Time Management, Training, Leadership, Human Resources, Social Networking
Education
Arizona State University
Bachelor of Science, Communication
Office Team April 2011 - May 2011
All About People/US Census 2010 - 2010
Infoclosure.com October 2008 - January 2009
MetLife Financial Services September 2006 - August 2008
Gillespie, Shields & Durrant Five Practice Areas - Exceptional Representation 2001 - 2004
Skills
Microsoft Excel, Microsoft Office, Customer Service, Data Entry, Microsoft Word, Spreadsheets, Outlook, Event Planning, Access, Time Management, Training, Leadership, Human Resources, Social Networking
Education
Arizona State University
Bachelor of Science, Communication
Terry Dick's Metlife Financial Services Experience January 2001 - January 2006
Job Manager, Business Development Specialists at BB&T
Industry Financial Services
Experience
BB&T April 2014 - Present
BB&T November 2012 - March 2014
B K Adams and Associates December 2009 - November 2012
Prudential Insurance June 2009 - December 2009
Phoenix Life Insurance Company2006 April 2006 - April 2009
MetLife May 1989 - April 2006
MetLife Financial Services January 2001 - January 2006
MetLife Financial Services January 1997 - January 2000
MetLife Financial Services January 1990 - January 1996
Skills
Fixed Annuities, Insurance, Selling, Financial Advisory, Wealth Management, Estate Planning, Strategic Financial..., Business Development, Small Business, Financial Services, Investments, Asset Allocation, Financial Planners, Finance, Employee Training, Banking, Wealth, Annuity Sales, Relationship Management, Sales, Financial Planning, Retirement Planning, Life Insurance, Retirement, Management, Disability Insurance, Series 7, Leadership, Long-term Care, Mutual Funds, Series 63, Risk Management
Education
California University of Pennsylvania 1983 — 1987
Bachelor of Science (BS), Secondary Education and Teaching
California University of Pennsylvania 1983 — 1987
Bachelor of Science, Education
BB&T April 2014 - Present
BB&T November 2012 - March 2014
B K Adams and Associates December 2009 - November 2012
Prudential Insurance June 2009 - December 2009
Phoenix Life Insurance Company2006 April 2006 - April 2009
MetLife May 1989 - April 2006
MetLife Financial Services January 2001 - January 2006
MetLife Financial Services January 1997 - January 2000
MetLife Financial Services January 1990 - January 1996
Skills
Fixed Annuities, Insurance, Selling, Financial Advisory, Wealth Management, Estate Planning, Strategic Financial..., Business Development, Small Business, Financial Services, Investments, Asset Allocation, Financial Planners, Finance, Employee Training, Banking, Wealth, Annuity Sales, Relationship Management, Sales, Financial Planning, Retirement Planning, Life Insurance, Retirement, Management, Disability Insurance, Series 7, Leadership, Long-term Care, Mutual Funds, Series 63, Risk Management
Education
California University of Pennsylvania 1983 — 1987
Bachelor of Science (BS), Secondary Education and Teaching
California University of Pennsylvania 1983 — 1987
Bachelor of Science, Education
Paul Ciaccia's Metlife Financial Services Experience 1969 - 2008
Job Assistant Vice President at Metropolitan Life
Industry Financial Services
Experience
Metropolitan Life 1997 - Present
Metlife 1996 - 2008
MetLife Financial Services 1969 - 2008
New England Life 1994 - 1999
New England Mutual Life Insurance Co. 1980 - 1997
Education
Babson College 1974 — 1978
MBA, Management/Marketing
Northeastern University 1971 — 1974
BS, Management
Metropolitan Life 1997 - Present
Metlife 1996 - 2008
MetLife Financial Services 1969 - 2008
New England Life 1994 - 1999
New England Mutual Life Insurance Co. 1980 - 1997
Education
Babson College 1974 — 1978
MBA, Management/Marketing
Northeastern University 1971 — 1974
BS, Management
Oliver Glover's Metlife Financial Services Experience May 2003 - December 2003
Job Lead Call Center Planning Analyst at Wells Fargo Advisors
Industry Investment Banking
Experience
Wells Fargo Advisors December 2010 - Present
Wells Fargo Advisors May 2007 - December 2010
Wachovia Securities January 2006 - May 2007
Wachovia Securities January 2004 - January 2006
MetLife Financial Services May 2003 - December 2003
Information Control Systems, Inc October 2002 - December 2002
Kelly IT Resources September 2002 - December 2002
Wachovia Bank January 1994 - October 2002
Skills
Coaching, Training, Employee Relations, Performance Management, Process Improvement, Outlook, Lotus Notes, Customer Service, Call Center, Recruiting, Forecasting, Customer Satisfaction, Call Centers, Analysis, Change Management, Management, Leadership, Banking
Education
American InterContinental University 2009 — 2010
Associate of the Arts, with Honors, Business Administration
New Horizons Computer Learning Center 2001 — 2002
Microsoft Certified Systems Engineer (MCSE) Track
Winthrop University 1992 — 1993
Elementary Education
Linden Junior High School
Townsend Harris High School
Wells Fargo Advisors December 2010 - Present
Wells Fargo Advisors May 2007 - December 2010
Wachovia Securities January 2006 - May 2007
Wachovia Securities January 2004 - January 2006
MetLife Financial Services May 2003 - December 2003
Information Control Systems, Inc October 2002 - December 2002
Kelly IT Resources September 2002 - December 2002
Wachovia Bank January 1994 - October 2002
Skills
Coaching, Training, Employee Relations, Performance Management, Process Improvement, Outlook, Lotus Notes, Customer Service, Call Center, Recruiting, Forecasting, Customer Satisfaction, Call Centers, Analysis, Change Management, Management, Leadership, Banking
Education
American InterContinental University 2009 — 2010
Associate of the Arts, with Honors, Business Administration
New Horizons Computer Learning Center 2001 — 2002
Microsoft Certified Systems Engineer (MCSE) Track
Winthrop University 1992 — 1993
Elementary Education
Linden Junior High School
Townsend Harris High School
Linda Adamczewski's Metlife Financial Services Experience January 1989 - January 2009
Job Long Term Care Insurance Representative at Genworth Financial
Industry Insurance
Experience
Genworth Financial September 2009 - Present
MetLife Financial Services January 1989 - January 2009
Baraga County Community Hospital August 1987 - January 1989
Arctic Cat, Inc. September 1985 - August 1987
Education
Delta College 1970 — 1974
Business
The American College
Insurance
Genworth Financial September 2009 - Present
MetLife Financial Services January 1989 - January 2009
Baraga County Community Hospital August 1987 - January 1989
Arctic Cat, Inc. September 1985 - August 1987
Education
Delta College 1970 — 1974
Business
The American College
Insurance
Sam H. Leung's Metlife Financial Services Experience March 2008 - August 2009
Job Business Loan Specialist
Industry Financial Services
Experience
JPMorgan Chase June 2013 - November 2014
Bank of America September 2011 - May 2013
HSBC August 2009 - August 2011
MetLife Financial Services March 2008 - August 2009
First Investors Corporation January 2006 - February 2008
Skills
OOCRE, Small Business Lending, Cash Management, New Business Development, Retirement Planning, Life Insurance, Long Term Care Insurance, Mutual Funds, Cash Flow, Small Business, Commercial Banking, Management, Credit, Microsoft Excel, Retail Banking, Financial Services, Relationship Management, Banking
Education
Binghamton University 2001 — 2005
B.S.
JPMorgan Chase June 2013 - November 2014
Bank of America September 2011 - May 2013
HSBC August 2009 - August 2011
MetLife Financial Services March 2008 - August 2009
First Investors Corporation January 2006 - February 2008
Skills
OOCRE, Small Business Lending, Cash Management, New Business Development, Retirement Planning, Life Insurance, Long Term Care Insurance, Mutual Funds, Cash Flow, Small Business, Commercial Banking, Management, Credit, Microsoft Excel, Retail Banking, Financial Services, Relationship Management, Banking
Education
Binghamton University 2001 — 2005
B.S.
Atoosa Ring, CLU's Metlife Financial Services Experience May 1988 - January 2001
Job Ring Insurance Services
Industry Insurance
Experience
Ring Insurance Services May 1988 - Present
MetLife Financial Services May 1988 - January 2001
Skills
Long Term Care, Disability Insurance, Health Insurance, Long-term Care, Life Insurance, Insurance, Term Life Insurance, Fixed Annuities
Education
California State University-Northridge 1982 — 1986
BS, Business Administration
Ring Insurance Services May 1988 - Present
MetLife Financial Services May 1988 - January 2001
Skills
Long Term Care, Disability Insurance, Health Insurance, Long-term Care, Life Insurance, Insurance, Term Life Insurance, Fixed Annuities
Education
California State University-Northridge 1982 — 1986
BS, Business Administration
William Swartzman's Metlife Financial Services Experience August 2000 - December 2002
Job Owner at Swartzman Associates
Industry Real Estate
Experience
ReMax Pioneer February 2013 - Present
Elegant Autos International Inc. January 2012 - Present
Nor Cal Insurance January 2002 - Present
Swartzman Associates October 1990 - Present
Norman Martin Johnson January 2008 - November 2011
New York Life January 2003 - February 2004
MetLife Financial Services August 2000 - December 2002
Re/Max Skywood January 1996 - December 1998
Coldwell Banker 1993 - 1996
McGuire Real Estate 1984 - 1989
Skills
Green Building, Real Estate, Estate Planning, Sailing, Coaching, Strategic Planning, Energy Efficiency
Education
Cornell University 1973 — 1977
BA, Economics/Psychology
ReMax Pioneer February 2013 - Present
Elegant Autos International Inc. January 2012 - Present
Nor Cal Insurance January 2002 - Present
Swartzman Associates October 1990 - Present
Norman Martin Johnson January 2008 - November 2011
New York Life January 2003 - February 2004
MetLife Financial Services August 2000 - December 2002
Re/Max Skywood January 1996 - December 1998
Coldwell Banker 1993 - 1996
McGuire Real Estate 1984 - 1989
Skills
Green Building, Real Estate, Estate Planning, Sailing, Coaching, Strategic Planning, Energy Efficiency
Education
Cornell University 1973 — 1977
BA, Economics/Psychology
Robeson Graham-Bailey's Metlife Financial Services Experience November 2005 - March 2007
Job MBA Candidate at University of Illinois at UrbanaChampaign
Industry Management Consulting
Experience
University of Illinois at Urbana-Champaign August 2014 - Present
Urbana School District #116 September 2013 - Present
The Drucker School of Management, Claremont Graduate University September 2011 - June 2012
Kelly Space & Technology, Inc. June 2011 - January 2012
Youth Action Project, Inc. Americorps October 2009 - September 2010
OmniPlatform Corporation June 2009 - November 2009
CSUSB September 2008 - September 2009
BGCSB - Boys & Girls Clubs San Bernardino January 2009 - March 2009
National Renewable Energy Laboratory October 2008 - December 2008
MetLife Financial Services November 2005 - March 2007
Skills
Management Consulting, Business Development, Management, Research, Integrated Marketing, Consulting, Data Analysis, Public Speaking, Leadership, Statistics, Microsoft Office, Entrepreneurship, Strategic Planning, Microsoft Excel, Fundraising, Strategy, Nonprofits, Market Research, PowerPoint, Business Strategy
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2011 — 2012
MBA Coursework
California State University-San Bernardino - College of Business and Public Administration 2008 — 2010
Fellowship, Entrepreneurship
Xavier University of Louisiana 2001 — 2005
B.Sc, Physics/Mathematics
University of Illinois at Urbana-Champaign
University of Illinois at Urbana-Champaign August 2014 - Present
Urbana School District #116 September 2013 - Present
The Drucker School of Management, Claremont Graduate University September 2011 - June 2012
Kelly Space & Technology, Inc. June 2011 - January 2012
Youth Action Project, Inc. Americorps October 2009 - September 2010
OmniPlatform Corporation June 2009 - November 2009
CSUSB September 2008 - September 2009
BGCSB - Boys & Girls Clubs San Bernardino January 2009 - March 2009
National Renewable Energy Laboratory October 2008 - December 2008
MetLife Financial Services November 2005 - March 2007
Skills
Management Consulting, Business Development, Management, Research, Integrated Marketing, Consulting, Data Analysis, Public Speaking, Leadership, Statistics, Microsoft Office, Entrepreneurship, Strategic Planning, Microsoft Excel, Fundraising, Strategy, Nonprofits, Market Research, PowerPoint, Business Strategy
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2011 — 2012
MBA Coursework
California State University-San Bernardino - College of Business and Public Administration 2008 — 2010
Fellowship, Entrepreneurship
Xavier University of Louisiana 2001 — 2005
B.Sc, Physics/Mathematics
University of Illinois at Urbana-Champaign
Elizabeth Lapo Cittar's Metlife Financial Services Experience January 2003 - January 2005
Job Senior Account Clerk in the Information Technology Department at San Francisco Unified School District
Industry Financial Services
Experience
San Francisco Unified School District October 2011 - Present
BELFOR USA July 2011 - October 2011
BlackRock February 2005 - May 2009
MetLife Financial Services January 2003 - January 2005
SSR Realty Advisors April 1997 - December 2002
Metric Management October 1986 - March 1997
Fox and Carskadon Financial Corporation August 1985 - September 1986
Fox and Carskadon Management Corporation August 1979 - August 1985
Pall Trinity Micro Corporation January 1978 - July 1979
Cortland Ford Sales April 1976 - May 1977
Education
City College of San Francisco 2009 — 2012
Certificate, Accounting
Tompkins-Cortland Community College 1976 — 1976
Accounting I (Beginning Accounting)
State University of New York at Binghamton 1969 — 1973
BA, Russian Language and Literature
Arlington High School 1966 — 1969
San Francisco Unified School District October 2011 - Present
BELFOR USA July 2011 - October 2011
BlackRock February 2005 - May 2009
MetLife Financial Services January 2003 - January 2005
SSR Realty Advisors April 1997 - December 2002
Metric Management October 1986 - March 1997
Fox and Carskadon Financial Corporation August 1985 - September 1986
Fox and Carskadon Management Corporation August 1979 - August 1985
Pall Trinity Micro Corporation January 1978 - July 1979
Cortland Ford Sales April 1976 - May 1977
Education
City College of San Francisco 2009 — 2012
Certificate, Accounting
Tompkins-Cortland Community College 1976 — 1976
Accounting I (Beginning Accounting)
State University of New York at Binghamton 1969 — 1973
BA, Russian Language and Literature
Arlington High School 1966 — 1969
Bill Kruzynski's Metlife Financial Services Experience May 2005 - January 2006
Job Budget Analyst ODAR at Social Security Administration
Industry Financial Services
Experience
Social Security Administration September 2009 - Present
Ascend One July 2009 - September 2009
Branch Banking and Trust January 2006 - July 2008
MetLife Financial Services May 2005 - January 2006
The MONY Group December 2003 - May 2005
M&T Bank May 2003 - December 2003
Allfirst Bank (formerly First National Bank of MD) August 1989 - May 2003
The Chase Manhattan Bank September 1988 - August 1989
CrossLand Savings FSB October 1982 - September 1988
Skills
Banking, Risk Management, Investments
Education
College for Financial Planning 2006 — 2007
Registered Para Planner, Planning
Adelphi University 1982 — 1989
B.B.A., Business Administration / Finance
G W Hewlett High School 1979 — 1982
Social Security Administration September 2009 - Present
Ascend One July 2009 - September 2009
Branch Banking and Trust January 2006 - July 2008
MetLife Financial Services May 2005 - January 2006
The MONY Group December 2003 - May 2005
M&T Bank May 2003 - December 2003
Allfirst Bank (formerly First National Bank of MD) August 1989 - May 2003
The Chase Manhattan Bank September 1988 - August 1989
CrossLand Savings FSB October 1982 - September 1988
Skills
Banking, Risk Management, Investments
Education
College for Financial Planning 2006 — 2007
Registered Para Planner, Planning
Adelphi University 1982 — 1989
B.B.A., Business Administration / Finance
G W Hewlett High School 1979 — 1982
Hilda Talley's Metlife Financial Services Experience January 1995 - April 1996
Job Emerson Reid & Co
Industry Insurance
Experience
Emerson Reid & Co December 2003 - Present
Aetna May 1997 - December 2003
NYLCare Health Plan May 1997 - June 1998
MetLife Financial Services January 1995 - April 1996
Divison of Housing and Comminity Renewal February 1994 - January 1996
Jayce High School September 1987 - April 1992
Skills
Dental, Employee Benefits, Group Benefits, Insurance, Brokers, Health Insurance, Disability Insurance, Health Savings Accounts, COBRA, Long-term Care, Term Life Insurance, Claim, Retirement, Sales, Dentistry, Underwriting, Managed Care, Customer Service, Health Care Reform, Medicare, Life Insurance, Cafeteria Plans, Workers Compensation, Fixed Annuities, Flexible Spending..., Group Insurance, Benefits Administration, Customer Retention
Education
International University of Sarajevo 1983 — 1988
BA, Russian language and literacy
Emerson Reid & Co December 2003 - Present
Aetna May 1997 - December 2003
NYLCare Health Plan May 1997 - June 1998
MetLife Financial Services January 1995 - April 1996
Divison of Housing and Comminity Renewal February 1994 - January 1996
Jayce High School September 1987 - April 1992
Skills
Dental, Employee Benefits, Group Benefits, Insurance, Brokers, Health Insurance, Disability Insurance, Health Savings Accounts, COBRA, Long-term Care, Term Life Insurance, Claim, Retirement, Sales, Dentistry, Underwriting, Managed Care, Customer Service, Health Care Reform, Medicare, Life Insurance, Cafeteria Plans, Workers Compensation, Fixed Annuities, Flexible Spending..., Group Insurance, Benefits Administration, Customer Retention
Education
International University of Sarajevo 1983 — 1988
BA, Russian language and literacy
Jerome Washington's Metlife Financial Services Experience December 2006 - July 2010
Job Capital for Small Business.com
Industry Marketing and Advertising
Experience
PetPPO - Chicago June 2012 - July 2013
MetLife Financial Services December 2006 - July 2010
Ameritech 1997 - 2003
Clear Channel Radio 1994 - 1997
Skills
Employee Benefits, Sales Management, Insurance, Small Business, New Business Development, Sales, Strategic Financial..., Marketing, Marketing Strategy, Strategic Planning, Account Management, Relationship Management, Leadership, Business Planning, Business Development, Direct Sales, Team Leadership, Team Building
Education
Boston University 2008 — 2009
Certificate in Financial Planning, Financial Planning and Services
Concordia University Chicago 1993 — 1995
BA Management, Organizational Management, Theology
PetPPO - Chicago June 2012 - July 2013
MetLife Financial Services December 2006 - July 2010
Ameritech 1997 - 2003
Clear Channel Radio 1994 - 1997
Skills
Employee Benefits, Sales Management, Insurance, Small Business, New Business Development, Sales, Strategic Financial..., Marketing, Marketing Strategy, Strategic Planning, Account Management, Relationship Management, Leadership, Business Planning, Business Development, Direct Sales, Team Leadership, Team Building
Education
Boston University 2008 — 2009
Certificate in Financial Planning, Financial Planning and Services
Concordia University Chicago 1993 — 1995
BA Management, Organizational Management, Theology
Clark Caldwell's Metlife Financial Services Experience January 2004 - December 2008
Job Financial Services Specialist at Regions
Industry Financial Services
Experience
Regions Financial Corporation March 2015 - Present
QmedRx August 2014 - February 2015
Culver Provisons August 2012 - September 2013
Empi March 2010 - August 2011
MetLife Financial Services January 2004 - December 2008
Lt. Gov. office 1989 - 1992
Skills
Life Insurance, Long-term Care, Sales, Political Campaigns, Retail Sales, Medical Sales, Personal Financial..., Team Leadership, Youth Leadership, Youth Programs, Retirement Planning, Retirement, 401k, Wealth Management, Sales Operations, Selling, Sales Management, Product Launch, Managed Care, Capital Equipment, New Business Development, Team Building, Account Management
Education
Auburn University 1984 — 1988
B.S., Marketing
Regions Financial Corporation March 2015 - Present
QmedRx August 2014 - February 2015
Culver Provisons August 2012 - September 2013
Empi March 2010 - August 2011
MetLife Financial Services January 2004 - December 2008
Lt. Gov. office 1989 - 1992
Skills
Life Insurance, Long-term Care, Sales, Political Campaigns, Retail Sales, Medical Sales, Personal Financial..., Team Leadership, Youth Leadership, Youth Programs, Retirement Planning, Retirement, 401k, Wealth Management, Sales Operations, Selling, Sales Management, Product Launch, Managed Care, Capital Equipment, New Business Development, Team Building, Account Management
Education
Auburn University 1984 — 1988
B.S., Marketing
Joseph N. Morena's Metlife Financial Services Experience March 2010 - April 2012
Job Financial Services Representative New York Life
Industry Financial Services
Experience
New York Life Securities May 2012 - Present
Morgan Stanley Smith Barney July 2011 - May 2012
MetLife Financial Services March 2010 - April 2012
E Trade Financial November 2007 - July 2009
Amerivest Partners, American Stock Exchange, August 2005 - November 2007
American Stock Exchange 1976 - 2007
JNM Brokerage October 2003 - August 2005
Harvey Young Yurman September 2001 - October 2003
McDonald Investments April 1999 - September 2001
Lasher Group May 1996 - April 1999
Skills
Options, Series 7, FINRA, Derivatives, Equities, ETFs, Trading, Trading Systems, Electronic Trading, Series 63, Fixed Income, Securities, Brokerage
Education
Baruch College, City University of New York (CUNY) 1974 — 1979
MBA, Finance and Investments
New York Life Securities May 2012 - Present
Morgan Stanley Smith Barney July 2011 - May 2012
MetLife Financial Services March 2010 - April 2012
E Trade Financial November 2007 - July 2009
Amerivest Partners, American Stock Exchange, August 2005 - November 2007
American Stock Exchange 1976 - 2007
JNM Brokerage October 2003 - August 2005
Harvey Young Yurman September 2001 - October 2003
McDonald Investments April 1999 - September 2001
Lasher Group May 1996 - April 1999
Skills
Options, Series 7, FINRA, Derivatives, Equities, ETFs, Trading, Trading Systems, Electronic Trading, Series 63, Fixed Income, Securities, Brokerage
Education
Baruch College, City University of New York (CUNY) 1974 — 1979
MBA, Finance and Investments
Evan Pennet's Metlife Financial Services Experience May 1994 - June 2000
Job Life Insurance and Employee Benefits Specialist at Stan Burns Insurance Services Inc.
Industry Insurance
Experience
Stan Burns Insurance Services Inc. August 2000 - Present
Torrance Chamber 2009 - 2013
MetLife Financial Services May 1994 - June 2000
Great Western Bank 1984 - 1988
Great Western Bank 1984 - 1988
Skills
Group Health, Long Term Care, Estate Planning, Disability Insurance, Group Benefits, Cafeteria Plans, Employee Benefits, Health Insurance, Term Life Insurance, Medicare Supplements, Health Plans, Health Savings Accounts, Dental, Long-term Care, Annuities, Fixed Annuities, Insurance, Medicare, Retirement Planning, Small Business, Health Policy, Life Insurance, Pensions, Whole Life, Investments, Universal Life, Brokers, Financial Services
Education
California State University-Northridge 1983 — 1987
B.S., Business
California State University-Northridge
Bachelor of Science (BS), Business Administration -Organizational Systems Management
Stan Burns Insurance Services Inc. August 2000 - Present
Torrance Chamber 2009 - 2013
MetLife Financial Services May 1994 - June 2000
Great Western Bank 1984 - 1988
Great Western Bank 1984 - 1988
Skills
Group Health, Long Term Care, Estate Planning, Disability Insurance, Group Benefits, Cafeteria Plans, Employee Benefits, Health Insurance, Term Life Insurance, Medicare Supplements, Health Plans, Health Savings Accounts, Dental, Long-term Care, Annuities, Fixed Annuities, Insurance, Medicare, Retirement Planning, Small Business, Health Policy, Life Insurance, Pensions, Whole Life, Investments, Universal Life, Brokers, Financial Services
Education
California State University-Northridge 1983 — 1987
B.S., Business
California State University-Northridge
Bachelor of Science (BS), Business Administration -Organizational Systems Management
Sharon Sloman's Metlife Financial Services Experience 2001 - 2003
Job Certified Kripalu Yoga Teacher and Reiki Master
Industry Real Estate
Experience
Self Employed March 2005 - Present
Village Realty Company February 2010 - February 2011
MetLife Financial Services 2001 - 2003
ADD, Inc. 1998 - 2000
Skills
Talent Management, Employee Engagement, Employee Relations, Conflict Resolution, Budgets, Human Resources, Time Management, Personnel Management, Benefits Administration, Coaching
Education
University of Massachusetts Boston 2000 — 2002
MA, Critical & Creative Thinking
Boston University 1979 — 1985
BS, Business
Self Employed March 2005 - Present
Village Realty Company February 2010 - February 2011
MetLife Financial Services 2001 - 2003
ADD, Inc. 1998 - 2000
Skills
Talent Management, Employee Engagement, Employee Relations, Conflict Resolution, Budgets, Human Resources, Time Management, Personnel Management, Benefits Administration, Coaching
Education
University of Massachusetts Boston 2000 — 2002
MA, Critical & Creative Thinking
Boston University 1979 — 1985
BS, Business
Erik Koyen's Metlife Financial Services Experience 2005 - 2008
Job Business Analyst II BTS Investments at The Guardian Life Insurance Company of America
Industry Information Technology and Services
Experience
The Guardian Life Insurance Company of America September 2010 - Present
InfoHedge Technologies LLC June 2008 - August 2010
InfoHedge Technologies LLC October 2009 - May 2010
MetLife Financial Services 2005 - 2008
JB Oxford & Co. February 2002 - November 2005
Skills
Business Analysis, Implementation Services, Investments, Capital Markets, SQL, CAMRA, Crystal Reports, Software Implementation, Project Management, Fixed Income, Microsoft SQL Server, Leadership, SDLC, Vendor Management, Management, Financial Services, Risk Management, Portfolio Management, Requirements Gathering, Software Project..., Equities, Information Technology, Process Improvement, Requirements Analysis, Databases, Visio, IT Strategy
Education
City University of New York 1997 — 2001
BS in Finance, Finance, Economics, Marketing
The Guardian Life Insurance Company of America September 2010 - Present
InfoHedge Technologies LLC June 2008 - August 2010
InfoHedge Technologies LLC October 2009 - May 2010
MetLife Financial Services 2005 - 2008
JB Oxford & Co. February 2002 - November 2005
Skills
Business Analysis, Implementation Services, Investments, Capital Markets, SQL, CAMRA, Crystal Reports, Software Implementation, Project Management, Fixed Income, Microsoft SQL Server, Leadership, SDLC, Vendor Management, Management, Financial Services, Risk Management, Portfolio Management, Requirements Gathering, Software Project..., Equities, Information Technology, Process Improvement, Requirements Analysis, Databases, Visio, IT Strategy
Education
City University of New York 1997 — 2001
BS in Finance, Finance, Economics, Marketing
Ann Marie Garber's Metlife Financial Services Experience 2005 - 2006
Job Attorney at Haven Law Office, LLC
Industry Law Practice
Experience
Haven Law Office, LLC December 2014 - Present
State of Alaska - Department of Law November 2010 - March 2014
Arizona Attorney General's Office August 2009 - November 2009
Arizona Court of Appeals June 2008 - August 2008
Charles Schwab August 2006 - April 2007
MetLife Financial Services 2005 - 2006
Pegasus Solutions January 2000 - August 2004
Skills
Criminal Law, Legal Issues, Legal Research, Legal Writing, Team Leadership, Appeals, Customer Service, Trials, Legal Assistance, Westlaw, Public Speaking, Litigation, Civil Litigation, Depositions, Mediation, Wills, Hearings, Arbitration, Policy, Courts
Education
Arizona Summit Law School 2008 — 2010
JD
Arizona State University 2006 — 2008
Bachelor's degree, Psychology
Haven Law Office, LLC December 2014 - Present
State of Alaska - Department of Law November 2010 - March 2014
Arizona Attorney General's Office August 2009 - November 2009
Arizona Court of Appeals June 2008 - August 2008
Charles Schwab August 2006 - April 2007
MetLife Financial Services 2005 - 2006
Pegasus Solutions January 2000 - August 2004
Skills
Criminal Law, Legal Issues, Legal Research, Legal Writing, Team Leadership, Appeals, Customer Service, Trials, Legal Assistance, Westlaw, Public Speaking, Litigation, Civil Litigation, Depositions, Mediation, Wills, Hearings, Arbitration, Policy, Courts
Education
Arizona Summit Law School 2008 — 2010
JD
Arizona State University 2006 — 2008
Bachelor's degree, Psychology
Julie Kemble, CEBS, RPA, GBA's Metlife Financial Services Experience 2000 - 2002
Job Senior Analyst, Compliance & Retirement Total Rewards COE at Nissan North America
Industry Financial Services
Experience
Nissan North America October 2014 - Present
Nissan North America 2013 - September 2014
Nissan North America August 2011 - 2013
Gaylord Entertainment 2011 - August 2011
Gaylord Entertainment 2005 - 2011
BPS&M, A Wells Fargo Company 2003 - 2005
UBS 2002 - 2003
MetLife Financial Services 2000 - 2002
Bankers Trust / Met Life Financial Services 1997 - 2000
Skills
ERISA, Employee Benefits, Compliance, 401k, HR Policies, Benefits Administration, Defined Contribution, Deferred Compensation, Human Resources, Employee Relations
Education
Central Michigan University 1993 — 1996
BS in Business Administration, Marketing Research and Analysis
Michigan State University 1992 — 1993
Nissan North America October 2014 - Present
Nissan North America 2013 - September 2014
Nissan North America August 2011 - 2013
Gaylord Entertainment 2011 - August 2011
Gaylord Entertainment 2005 - 2011
BPS&M, A Wells Fargo Company 2003 - 2005
UBS 2002 - 2003
MetLife Financial Services 2000 - 2002
Bankers Trust / Met Life Financial Services 1997 - 2000
Skills
ERISA, Employee Benefits, Compliance, 401k, HR Policies, Benefits Administration, Defined Contribution, Deferred Compensation, Human Resources, Employee Relations
Education
Central Michigan University 1993 — 1996
BS in Business Administration, Marketing Research and Analysis
Michigan State University 1992 — 1993
Durga Yarlagadda's Metlife Financial Services Experience January 2005 - October 2005
Job Scrum Master at Southwest Airlines
Industry Information Technology and Services
Experience
Southwest Airlines February 2015 - Present
NAVTEQ/ HERE July 2011 - February 2015
Premier, Inc. September 2009 - June 2011
ING Advisors Network April 2006 - June 2009
Intel Corporation October 2005 - March 2006
MetLife Financial Services January 2005 - October 2005
Skills
Automation Engineer, SDLC, Agile Methodologies, SQL, Requirements Analysis, QTP, LoadRunner, Oracle, Test Automation, Testing, Test Planning, Visio, Unix, WinRunner, VBScript, Microsoft SQL Server, PL/SQL, Software Quality..., Software Development, Scrum Master, Jenkins Installation, Software Deployment, User Acceptance Testing, Business Requirements, Agile Testing, SharePoint, Shell Scripting, Unix Shell Scripting, Tomcat, Business Analysis, Subversion, Ant, Requirements Gathering, Web Applications, Integration, Databases, Agile Project Management, HP QTP, Scrum
Education
Nagarjuna University 1999 — 2002
Bachelors in Computer Applications, Computer Sceience
Niagara College
Masters in Computers Information Systems, Computer Sceience
Southwest Airlines February 2015 - Present
NAVTEQ/ HERE July 2011 - February 2015
Premier, Inc. September 2009 - June 2011
ING Advisors Network April 2006 - June 2009
Intel Corporation October 2005 - March 2006
MetLife Financial Services January 2005 - October 2005
Skills
Automation Engineer, SDLC, Agile Methodologies, SQL, Requirements Analysis, QTP, LoadRunner, Oracle, Test Automation, Testing, Test Planning, Visio, Unix, WinRunner, VBScript, Microsoft SQL Server, PL/SQL, Software Quality..., Software Development, Scrum Master, Jenkins Installation, Software Deployment, User Acceptance Testing, Business Requirements, Agile Testing, SharePoint, Shell Scripting, Unix Shell Scripting, Tomcat, Business Analysis, Subversion, Ant, Requirements Gathering, Web Applications, Integration, Databases, Agile Project Management, HP QTP, Scrum
Education
Nagarjuna University 1999 — 2002
Bachelors in Computer Applications, Computer Sceience
Niagara College
Masters in Computers Information Systems, Computer Sceience
Sean Stites's Metlife Financial Services Experience 1998 - 2001
Job A rising tide raises all ships!
Industry Design
Experience
The LIFE Business 2011 - 2014
ProSource of Reading October 2012 - June 2013
Davids Furniture & Interiors - Harrisburg Center of Excellence for Interior Design July 2010 - August 2012
ProSource of Lehigh Valley 2007 - 2009
Shaw Industries 2006 - 2007
Davids Furniture, Ltd. 2003 - 2006
Extendicare Health Services, Inc. 2001 - 2003
MetLife Financial Services 1998 - 2001
Skills
Sales Operations, Merchandising, CRM, Sales Management, Selling, Marketing Strategy, Marketing, Management, Interior Design, Sourcing, Sales, Team Building, Budgets, Customer Satisfaction, Recruiting, Small Business, Coaching, Customer Service, Strategic Planning, Social Media, Training, Business Planning, Business Development, Product Development, Retail, Management Consulting, Negotiation, Inventory Management, New Business Development, Team Leadership, Advertising, Social Media Marketing, Account Management, Business Strategy, Purchasing, Program Management, Customer Retention, Leadership, Human Resources, Direct Sales, Marketing Communications, Operations Management, Public Relations, Project Management, E-commerce, Logistics, Entrepreneurship, Social Networking, Analysis
Education
American InterContinental University 2005 — 2006
MBA, Management
Elizabethtown College 1994 — 1998
B.S., Business Administration - Finance and Accounting Concentrations
The LIFE Business 2011 - 2014
ProSource of Reading October 2012 - June 2013
Davids Furniture & Interiors - Harrisburg Center of Excellence for Interior Design July 2010 - August 2012
ProSource of Lehigh Valley 2007 - 2009
Shaw Industries 2006 - 2007
Davids Furniture, Ltd. 2003 - 2006
Extendicare Health Services, Inc. 2001 - 2003
MetLife Financial Services 1998 - 2001
Skills
Sales Operations, Merchandising, CRM, Sales Management, Selling, Marketing Strategy, Marketing, Management, Interior Design, Sourcing, Sales, Team Building, Budgets, Customer Satisfaction, Recruiting, Small Business, Coaching, Customer Service, Strategic Planning, Social Media, Training, Business Planning, Business Development, Product Development, Retail, Management Consulting, Negotiation, Inventory Management, New Business Development, Team Leadership, Advertising, Social Media Marketing, Account Management, Business Strategy, Purchasing, Program Management, Customer Retention, Leadership, Human Resources, Direct Sales, Marketing Communications, Operations Management, Public Relations, Project Management, E-commerce, Logistics, Entrepreneurship, Social Networking, Analysis
Education
American InterContinental University 2005 — 2006
MBA, Management
Elizabethtown College 1994 — 1998
B.S., Business Administration - Finance and Accounting Concentrations
Erisa Kam's Metlife Financial Services Experience October 2009 - December 2009
Job Site Director / Site Coordinator at YMCA
Industry Financial Services
Experience
YMCA December 2009 - Present
MetLife Financial Services October 2009 - December 2009
City of San Leandro October 2005 - December 2009
Education
University of California, Davis 2007 — 2009
BA, Major - Psychology / Minor - Human Development
Chabot College 2005 — 2007
AA, Psychology
YMCA December 2009 - Present
MetLife Financial Services October 2009 - December 2009
City of San Leandro October 2005 - December 2009
Education
University of California, Davis 2007 — 2009
BA, Major - Psychology / Minor - Human Development
Chabot College 2005 — 2007
AA, Psychology
Scott St.Clair's Metlife Financial Services Experience January 2002 - July 2003
Job Financial Services Professional
Industry Financial Services
Experience
National City October 2007 - October 2008
Merrill Lynch August 2006 - October 2007
UBS FINANCIAL SERVICES January 2005 - August 2006
METLIFE_RESOURCES July 2003 - December 2004
Health First July 2003 - December 2004
MetLife Financial Services January 2002 - July 2003
Waddell & Reed Financial Services January 2001 - January 2002
Fidelity Capital Markets January 2000 - June 2001
Morgan Stanley June 1986 - January 2000
Morgan Stanley January 1989 - January 1991
Education
Adelphi University
B.S., Management & Communications
Indian River State College
A.S., Paralegal Studies
National City October 2007 - October 2008
Merrill Lynch August 2006 - October 2007
UBS FINANCIAL SERVICES January 2005 - August 2006
METLIFE_RESOURCES July 2003 - December 2004
Health First July 2003 - December 2004
MetLife Financial Services January 2002 - July 2003
Waddell & Reed Financial Services January 2001 - January 2002
Fidelity Capital Markets January 2000 - June 2001
Morgan Stanley June 1986 - January 2000
Morgan Stanley January 1989 - January 1991
Education
Adelphi University
B.S., Management & Communications
Indian River State College
A.S., Paralegal Studies
Jason LaManque's Metlife Financial Services Experience May 2008 - June 2010
Job Life Internal Wholesaler at Pacific Life
Industry International Trade and Development
Experience
Pacific Life August 2015 - Present
TEKsystems June 2012 - February 2013
California State University, Fullerton January 2009 - June 2012
Metlife Financial Services May 2008 - June 2010
Circuit City January 2005 - December 2005
Skills
Microsoft Office, Excel, Customer Relations, Customer Service, Word, certificate of..., Microsoft Excel, Microsoft Word, Sales, Recruiting, Social Networking, Entrepreneurship, Human Resources, Marketing, Leadership, Social Media Marketing, Facebook, Social Media, Team Leadership, Market Research, Spanish, Teamwork, Training, Data Analysis, Networking, Time Management, Management, PowerPoint, Consulting, Marketing Strategy, Research, Strategic Planning, Project Management, Business Strategy, Business Development, Event Planning
Education
Hult International Business School 2013 — 2014
Master's Degree, International Business
California State University-Fullerton 2009 — 2012
Bachelor's Degree, Business Administration; Marketing
SRH University of Applied Sciences - Heidelberg, Germany 2010 — 2010
Study Abroad Program, International Business: European Union
Pacific Life August 2015 - Present
TEKsystems June 2012 - February 2013
California State University, Fullerton January 2009 - June 2012
Metlife Financial Services May 2008 - June 2010
Circuit City January 2005 - December 2005
Skills
Microsoft Office, Excel, Customer Relations, Customer Service, Word, certificate of..., Microsoft Excel, Microsoft Word, Sales, Recruiting, Social Networking, Entrepreneurship, Human Resources, Marketing, Leadership, Social Media Marketing, Facebook, Social Media, Team Leadership, Market Research, Spanish, Teamwork, Training, Data Analysis, Networking, Time Management, Management, PowerPoint, Consulting, Marketing Strategy, Research, Strategic Planning, Project Management, Business Strategy, Business Development, Event Planning
Education
Hult International Business School 2013 — 2014
Master's Degree, International Business
California State University-Fullerton 2009 — 2012
Bachelor's Degree, Business Administration; Marketing
SRH University of Applied Sciences - Heidelberg, Germany 2010 — 2010
Study Abroad Program, International Business: European Union
Leena Chen's Metlife Financial Services Experience November 2007 - May 2010
Job Assurance Associate at Burr Pilger Mayer
Industry Accounting
Experience
Burr Pilger Mayer November 2013 - Present
Burr Pilger Mayer June 2012 - August 2012
Wells Fargo August 2010 - December 2011
MetLife Financial Services November 2007 - May 2010
Skills
Sarbanes-Oxley Act, Financial Analysis, Accounting, Auditing, Financial Reporting, Internal Controls, Financial Accounting, US GAAP, Financial Services, GAAP, Financial Statements, SEC filings
Education
La Martiniere 2003 — 2007
San Francisco State University 2012 — 2013
Master of Science (M.S.), Accounting
City University of Hong Kong 2004 — 2007
Bachelor of Business Administration, Information Systems
University of Victoria 2006 — 2006
Business Exchange, Business Administration and Management, General
High School 2000 — 2004
High School
Burr Pilger Mayer November 2013 - Present
Burr Pilger Mayer June 2012 - August 2012
Wells Fargo August 2010 - December 2011
MetLife Financial Services November 2007 - May 2010
Skills
Sarbanes-Oxley Act, Financial Analysis, Accounting, Auditing, Financial Reporting, Internal Controls, Financial Accounting, US GAAP, Financial Services, GAAP, Financial Statements, SEC filings
Education
La Martiniere 2003 — 2007
San Francisco State University 2012 — 2013
Master of Science (M.S.), Accounting
City University of Hong Kong 2004 — 2007
Bachelor of Business Administration, Information Systems
University of Victoria 2006 — 2006
Business Exchange, Business Administration and Management, General
High School 2000 — 2004
High School
Raj Punuru's Metlife Financial Services Experience November 2004 - April 2008
Job Sr. Directory Engineer at Citi
Industry Financial Services
Experience
Citi April 2008 - Present
MetLife Financial Services November 2004 - April 2008
IBM March 2004 - November 2004
Capital One 2003 - 2004
ExxonMobil 2001 - 2003
Entrust 1999 - 2001
Education
Acharya Nagarjuna University
1994, Computer Science
Citi April 2008 - Present
MetLife Financial Services November 2004 - April 2008
IBM March 2004 - November 2004
Capital One 2003 - 2004
ExxonMobil 2001 - 2003
Entrust 1999 - 2001
Education
Acharya Nagarjuna University
1994, Computer Science
Doris Cole, MBA's Metlife Financial Services Experience June 2004 - Present
Job Privacy Consultant; International Compliance at MetLife
Industry Financial Services
Experience
MetLife Financial Services June 2004 - Present
St. Joseph Literacy Center January 2009 - May 2012
Neumann Homes, Inc. November 2003 - June 2004
Interlake Material Handling, Inc. 1996 - 2003
Skills
Strategic Planning, Insurance, Financial Analysis, Leadership, New Business Development, Process Improvement, Team Building, Cross-functional Team..., Project Management
Education
Aurora University 1999 — 2001
M.B.A., International Business, Marketing
Northern Illinois University 1991 — 1995
B.S., Human and Family Services; Minor in Sociology
MetLife Financial Services June 2004 - Present
St. Joseph Literacy Center January 2009 - May 2012
Neumann Homes, Inc. November 2003 - June 2004
Interlake Material Handling, Inc. 1996 - 2003
Skills
Strategic Planning, Insurance, Financial Analysis, Leadership, New Business Development, Process Improvement, Team Building, Cross-functional Team..., Project Management
Education
Aurora University 1999 — 2001
M.B.A., International Business, Marketing
Northern Illinois University 1991 — 1995
B.S., Human and Family Services; Minor in Sociology
Jon Schatz's Metlife Financial Services Experience Business ConsultantMetLife Financial ServicesMay 2009 - Present
Job Business Consultant at MetLife Financial Services
Industry Financial Services
Experience
MetLife Financial Services Business ConsultantMetLife Financial ServicesMay 2009 - Present
Metlife Financial Services November 2002 - May 2009
MetLife Financial Services August 2000 - November 2002
Skills
Management, Cross-functional Team..., Leadership, Process Improvement, Training, Business Process, Analysis, Insurance, Business Analysis, Business Process...
Education
Curry College
MetLife Financial Services Business ConsultantMetLife Financial ServicesMay 2009 - Present
Metlife Financial Services November 2002 - May 2009
MetLife Financial Services August 2000 - November 2002
Skills
Management, Cross-functional Team..., Leadership, Process Improvement, Training, Business Process, Analysis, Insurance, Business Analysis, Business Process...
Education
Curry College
Dwayne Walls's Metlife Financial Services Experience AgentState Farm InsuranceFebruary 2008 - November 2010
Job Financial Services Registered Rep at MetLife Financial Services
Industry Financial Services
Experience
MetLife Financial Services AgentState Farm InsuranceFebruary 2008 - November 2010
Education
Baylor University - Hankamer School of Business 1984 — 1988
BA, Entrepreneurship, Marketing
MetLife Financial Services AgentState Farm InsuranceFebruary 2008 - November 2010
Education
Baylor University - Hankamer School of Business 1984 — 1988
BA, Entrepreneurship, Marketing
Darko Stipanovic's Metlife Financial Services Experience 1998 - 2003
Job Senior Software Engineer at Distinguished Programs
Industry Insurance
Experience
Distinguished Programs August 2008 - Present
Brownstone Agency May 2005 - August 2008
Self 1997 - 2007
MetLife Financial Services 1998 - 2003
Computer Managers, Inc. 1998 - 2000
Skills
Microsoft SQL Server, SQL, ASP.NET, C#, XML, JavaScript, Insurance, Business Analysis, Databases, WCF Services, SQL Server Management..., System Administration, Java, SDLC, Business Intelligence, Visio, IIS, Visual Studio, Project Management, Software Development, Linux, Requirements Analysis, VB.NET, Disaster Recovery, .NET, Data Analysis, WordPress, SharePoint, Access, Windows, Vendor Management, Cloud Computing, MS Project, Windows Server, Data Warehousing, HTML, Analysis, Active Directory, Software Project...
Education
Univerzitet u Beogradu / University of Belgrade
4 Years, Philosophy
Sveuèilište u Zagrebu / University of Zagreb
Philosophy
American InterContinental University
Bachelor of IT, Computer Programming, Summa cum laude
CZKUOIK Rijeka
Distinguished Programs August 2008 - Present
Brownstone Agency May 2005 - August 2008
Self 1997 - 2007
MetLife Financial Services 1998 - 2003
Computer Managers, Inc. 1998 - 2000
Skills
Microsoft SQL Server, SQL, ASP.NET, C#, XML, JavaScript, Insurance, Business Analysis, Databases, WCF Services, SQL Server Management..., System Administration, Java, SDLC, Business Intelligence, Visio, IIS, Visual Studio, Project Management, Software Development, Linux, Requirements Analysis, VB.NET, Disaster Recovery, .NET, Data Analysis, WordPress, SharePoint, Access, Windows, Vendor Management, Cloud Computing, MS Project, Windows Server, Data Warehousing, HTML, Analysis, Active Directory, Software Project...
Education
Univerzitet u Beogradu / University of Belgrade
4 Years, Philosophy
Sveuèilište u Zagrebu / University of Zagreb
Philosophy
American InterContinental University
Bachelor of IT, Computer Programming, Summa cum laude
CZKUOIK Rijeka
Lindsey Dietiker's Metlife Financial Services Experience December 2005 - January 2008
Job Server at Chianti Grill
Industry Food & Beverages
Experience
Chianti Grill January 2002 - Present
Tommy Nevins Pub May 2008 - May 2010
MetLife Financial Services December 2005 - January 2008
Skills
Outlook, Customer Service, Administrative Support, PowerPoint, Data Entry
Education
University of St. Francis 2008 — 2009
Bachelor's, Business Management / Administration
College of DuPage 2002 — 2003
Associate in Arts, Business Management / Administration
Chianti Grill January 2002 - Present
Tommy Nevins Pub May 2008 - May 2010
MetLife Financial Services December 2005 - January 2008
Skills
Outlook, Customer Service, Administrative Support, PowerPoint, Data Entry
Education
University of St. Francis 2008 — 2009
Bachelor's, Business Management / Administration
College of DuPage 2002 — 2003
Associate in Arts, Business Management / Administration
Jeffrey J Kobak's Metlife Financial Services Experience February 1997 - February 2006
Job Registered Representative at Maxim Financial Group LLC
Industry Financial Services
Experience
Maxim Financial Group LLC February 2006 - Present
MetLife Financial Services February 1997 - February 2006
Skills
Term Life Insurance, IRAs, Investment Advisory, Variable Annuities, Small Business, Marketing, Negotiation, Pensions, Defined Benefit, Employee Benefits, 401k Rollovers, Financial Advisory, Investments, Wealth Management, Securities, Long Term Care Insurance, Health Insurance, Retirement Planning, Financial Services, Estate Planning, Roth IRA
Education
Cleveland State University 1983 — 1986
Business Administration and Management, General
Ohio University 1982 — 1983
Business Administration and Management, General
Maxim Financial Group LLC February 2006 - Present
MetLife Financial Services February 1997 - February 2006
Skills
Term Life Insurance, IRAs, Investment Advisory, Variable Annuities, Small Business, Marketing, Negotiation, Pensions, Defined Benefit, Employee Benefits, 401k Rollovers, Financial Advisory, Investments, Wealth Management, Securities, Long Term Care Insurance, Health Insurance, Retirement Planning, Financial Services, Estate Planning, Roth IRA
Education
Cleveland State University 1983 — 1986
Business Administration and Management, General
Ohio University 1982 — 1983
Business Administration and Management, General