Metlife Financial Services
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Metlife Financial Services Employees
Hardin Memorial Health February 2014 - Present
GreenStar Medical Services February 2012 - February 2014
Greenway Medical Technologies October 2010 - October 2013
Conference Direct November 2009 - October 2010
TeleTrinsic Contact Center Solutions, Philippines 2006 - 2009
Media Marketing Group, LLC May 2004 - June 2006
Hershey Creamery Company 2002 - 2004
Telespectrum 2000 - 2002
Metals USA 1999 - 2000
MetLife Financial Services 1997 - 1998
Skills
PCMH, Training, CRM, Project Management, Software Implementation, Salesforce.com, Management, EHR, Health Information..., Entrepreneurship, Healthcare Information..., Software Documentation, Software Project..., Practice Management, Customer Service, Public Speaking, Marketing, Relationship Management, HL7, SaaS, Long-term Customer..., EMR Training, Vendor Relationships, Computer Software..., Outsourcing, Solution Implementation, Accountable Care, Key Account Management, Conference Registration, EMR, Informatics, Revenue Cycle, Eclipse, Healthcare
Education
Liberty University 1994 — 1996
Madison Harding March 2012 - August 2012
New York University May 2010 - April 2012
7city Learning July 2007 - September 2009
MetLife Financial Services November 2006 - July 2007
Island Tans June 2003 - July 2006
Fitch Ratings January 2003 - March 2004
General Electric June 2001 - January 2003
Texaco January 2000 - June 2001
Skills
Social Media Marketing, Marketing Management, Project Management, Operations Management, Interpreting Data, Systems Analysis, Event Management, Web Services, Facebook, Twitter, LinkedIn, Tumblr, Google Docs, Wordpress, MS Project, VBA, HTML, SQL, Leadership, Management, Process Improvement, Program Management, Analysis, Strategy, Sales, CRM, Access, Digital Marketing, Entrepreneurship, Software Documentation, Databases, Budgets, Data Analysis
Education
New York University 2009 — 2012
MS, Management and Systems, Concentration Strategy and Leadership, 3.8
Iona College 1996 — 2000
BBA, Information & Decision Technology Management, 3.5
Voya Investment Management November 2011 - Present
New York Foundling January 2014 - June 2015
AllianceBernstein August 2008 - November 2011
AllianceBernstein June 2007 - August 2008
AllianceBernstein January 2006 - June 2007
Alliance Capital Management August 2004 - January 2006
MetLife Financial Services January 2003 - August 2004
Skills
Defined Contribution, Partner Relationship..., Product Management, RFP, Project Management, Management, Training, Retirement, Product Development, Mutual Funds, Alternative Investments, Investment Strategies, Investment Management, Fixed Income, Asset Managment, Equities, Investments, Relationship Management, Asset Allocation, Portfolio Management, Asset Management, ETFs, Qualified Retirement...
Education
Fairfield University 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
AXA Advisors June 2013 - Present
Real Estate March 2012 - Present
CENTURY 21® November 2002 - November 2012
MassMutual Financial Group October 2009 - August 2010
MetLife Financial Services October 2008 - June 2009
AXA Advisors May 2008 - October 2008
Integral Financial, LLC July 2007 - May 2008
ZipRealty August 2004 - December 2006
Education
Huazhong University of Science and Technology 1980 — 1984
B.S, Computer Science
San Jose State University 1998 — 1999
Graduate school, Computer Science
Barber Insurance and Real Estate Services, LLC. October 2013 - Present
MetLife Financial Services July 1992 - October 2013
Skills
Auto Insurance, Home Insurance, Disability Insurance, Long Term Care Insurance, Financial Services, Boat Insurance, Recreational Insurance, Life Insurance, Real Estate, Renters Insurance, Landlord Insurance, IRA's, Financial Planning, Fixed Annuities, Retirement, Whole Life Insurance, Term Insurance, Residential Homes, Rental Real Estate, Diversification, Asset Allocation, Real Estate Transactions, IRAs, Insurance, Small Business, Finance, Motorcycle, Universal Life, Roth IRA, Term Life Insurance, Whole Life
Education
The American College 1999 — 2003
Financial Planning and Services
Hudson Valley Community College
A.A.S., Banking, Insurance and Real Estate
The American College
LUTCF, Financial Planning
BancVue May 2011 - Present
Thomson Reuters August 2009 - May 2011
ADV Capital Management January 2008 - August 2009
MetLife Financial Services January 2007 - December 2007
Greenwich Van Hedge Fund Advisors 2006 - 2007
Skills
Financial Analysis, Portfolio Management, New Business Development, Mergers & Acquisitions, Finance, Strategic Planning, Financial Modeling, Banking, Financial Services, Risk Management, Credit, Valuation, Investments, Corporate Finance, Commercial Banking, Competitive Analysis, Retail Banking, Start-ups, Investment Banking, Business Development
Education
The University of Texas at Austin - The Red McCombs School of Business
Master of Business Administration (MBA)
Lipscomb University
Finance & Economics
Allegis Global Solutions July 2013 - Present
Paychex January 2011 - March 2013
MetLife Financial Services November 2008 - July 2010
Enterprise Rent-A-Car January 2003 - September 2008
Skills
Employee Benefits, Talent Acquisition, Employee Relations, Applicant Tracking..., College Recruiting, HRIS, Onboarding, Recruiting, Talent Management, Sourcing, Human Resources, Benefits Administration, Screening, Interviews, Management, Performance Management, FMLA, Customer Retention, Temporary Staffing, Building Relationships, Financial Services, HR Policies, Staffing Services, Workforce Planning, Deferred Compensation, Resume Writing, Cold Calling, Sales, Strategy, Marketing, Internet Recruiting, Job Descriptions, HR Consulting, Networking, Benefits Negotiation, Taleo, Employee Engagement, Personnel Management, Screening Resumes, New Hire Orientations, Hiring, Job Fairs, Leadership, Executive Search, Employee Training, Outsourcing, Succession Planning, Contract Recruitment, Program Management, Career Development
Education
Saint John Fisher College 2000 — 2002
Bachelor's Degree, Business Management/Human Resources
Finger Lakes Community College 1998 — 2000
Associates, Business Management- Finance
Canandaigua Academy 1994 — 1998
MetLife 2014 - Present
MetLife 2006 - 2014
MetLife 2004 - 2006
MetLife Financial Services 2002 - 2004
First Investors Corporation 2001 - 2002
Education
The College of New Jersey 1998 — 2001
Bachelor of Science, International Business Management, Marketing, Economics
Fairfield University 1996 — 1998
Bankers Life & ProEquities, Inc. August 2015 - Present
Goldey-Beacom College August 2012 - Present
WSFS Investment Group November 2012 - August 2015
Income & Estate Planning Partners, P.A. February 2011 - November 2012
ING Financial Solutions 2004 - November 2010
Sovereign Bank February 2004 - November 2004
MetLife Financial Services May 2003 - February 2004
Education
Goldey-Beacom College 2008 — 2009
MBA, Finance Management Concentration
Widener University 1999 — 2003
BS, Business Administration; Concentration in Finance
The Condominium on the Bay March 2014 - Present
Dominion Valley Owners Association, Inc March 2013 - February 2014
Sarasota County Government 2001 - 2011
MetLife Financial Services 2000 - 2001
Sarasota County Government 1998 - 2000
Pelican Cove Condominium Association, Inc. 1991 - 1998
Skills
Property Management, Policy, Strategic Thinking, Administration, Process Improvement, Budgeting, Corporate Facilities, Budgets, Corporate Real Estate, System Administration, Project Planning, Strategic Planning, Leadership, Contract Negotiation, Change Management, Analysis, Management, Public Speaking, Public Relations, Government, Strategy, Nonprofits, Project Management, Team Building, Community Outreach, Customer Service, Operations Management, Grants, Community Development, Grant Writing, Public Policy, Local Government
Education
Harvard University
Bachelor of Arts (B.A.)
NSource at DLA Piper September 2014 - February 2015
Tribridge June 2011 - August 2014
PSCU Financial Services January 2010 - June 2011
PSCU Financial Services January 2007 - January 2010
Tribridge March 2006 - January 2007
Sun Trust October 2005 - March 2006
Hewitt Associates January 2004 - September 2005
Management Research Associates February 2002 - May 2003
MetLife Financial Services October 2000 - February 2002
Northwestern Mutual Financial Network October 1996 - September 2000
Skills
Recruiting, Talent Acquisition, Sourcing, CRM, Leadership, Applicant Tracking..., Management, Training, Screening Resumes, Process Improvement, Employee Training, Internet Recruiting, Vendor Management, Talent Management, Human Resources, Temporary Placement, Personnel Management, Technical Recruiting, Business Analysis, Staff Augmentation, College Recruiting, Hiring, Contract Recruitment, Time Management, Professional Services, Staffing Services, SDLC, Team Leadership, Performance Management, Consulting, Permanent Placement, Project Management, Employee Relations, SharePoint, Call Centers, Onboarding, Benefits Negotiation, PeopleSoft, Screening, Program Management, Resource Management, HRIS, Public Speaking, Interviews
Education
Eckerd College 1993 — 1997
BA, Organizational Studies, 3.82 GPA
Villanova University
Certificate, Six Sigma Green Belt
Wells Fargo Capital Finance June 2012 - Present
Wells Fargo January 2009 - June 2012
Wells Fargo September 2006 - December 2008
MetLife Financial Services July 2005 - September 2006
BB&T April 2005 - July 2005
T-Mobile December 2003 - April 2004
Applied Card Systems March 2001 - December 2003
Skills
Lotus Notes, Microsoft Office, Banking, Spanish, Credit Analysis, MBA Finance, Business Analysis, Mainframe, Business Relationship..., Banking Relationships, Commercial Mortgages, Lines Of Credit, Small Business Lending, Small Business..., International Banking..., Credit Risk, Business Development, Finance, New Business Development, Commercial Lending, Leadership, Portfolio Management, Management, Training, Loans, Wealth Management, Financial Services, Credit, Investments, Mortgage Lending, Account Management, Analysis, Commercial Banking, Negotiation, Sales, Treasury Management, Cross Selling, Consumer Lending, Asset Based Lending, Relationship Management, Loan Origination, Financial Analysis, Underwriting, Retail Banking
Education
Nova Southeastern University 2007 — 2010
Master of Business Administration, Finance
Florida Atlantic University 2000 — 2004
Bachelors of Science, Finance
PNC July 2013 - Present
Wells Fargo Advisors September 2010 - May 2013
Purdue University Calumet January 2012 - April 2012
VALIC July 2009 - August 2010
Ameriprise Financial September 2005 - August 2008
Western & Southern Financial Group January 2005 - May 2005
CUNA Mutual Group August 2003 - September 2004
MetLife Financial Services October 2001 - May 2003
H&R Block Financial Advisors (Ameriprise) January 1999 - August 2001
Prudential Financial May 1991 - January 1999
Education
Purdue University Calumet 2002 — 2005
MBA, Management
Governors State University 2001 — 2002
BA, Interdisciplinary Studies
Purdue University Calumet 1998 — 2001
A.S., Management
Thornton Fractional South 1975 — 1979
"Gifted", Leadership
ASLS Mediation Clinic / Maricopa County Justice Court January 2014 - Present
Herman Goldstein Attorneys at Law September 2014 - December 2014
Arizona Summit Law School August 2011 - December 2014
Law Office of Timothy M. Collier, PLLC May 2014 - September 2014
Arizona Summit Law School May 2014 - September 2014
Western & Southern Financial Group September 2009 - September 2010
MetLife Financial Services February 2007 - September 2009
Skills
Legal Assistance, Business Networking, Lexis, Criminal Law, PowerPoint, Estate Planning, Microsoft Word, Nonprofits, Leadership, Fundraising, Analysis, Small Business, Investments, Sales, Social Networking, Project Management, Coaching, Teaching, Finance, New Business Development, Mediation, Management, LexisNexis, Legal Research, Public Speaking
Education
Arizona Summit Law School 2011 — 2014
Juris Doctor (J.D.), Legal Studies, General
Kent State University 1999 — 2003
Business Administration, Marketing, Finance
Venezuelan Business Club June 2014 - Present
Pierini Esthetic Surgery December 2009 - Present
MetLife Financial Services August 2006 - December 2008
Mobility Solutions August 2006 - September 2008
Skills
Marketing, Invoicing, Marketing Strategy, Spanish, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Social Media Marketing, Outlook, Event Planning, Social Networking, Social Media, Marketing Communications, Facebook, Time Management, Public Relations
Education
Florida International University 2009 — 2011
Bachelor of Business Administration (B.B.A.), International Business and Marketing
Florida International University - College of Business 2009 — 2011
International Business and Marketing, AMA
Miami Dade College 2007 — 2009
AA, Business Administration
CROWN TOYOTA SCION January 2015 - Present
Kong Dynamics September 2012 - Present
HealthEZ September 2010 - August 2012
ABC Bus Company March 2008 - May 2009
MetLife Financial Services February 2007 - March 2008
Walden Automotive Group March 2003 - August 2006
Skills
Insurance, Managed Care, Health Insurance, Workers Compensation, Strategic Planning, Budgets, New Business Development, Underwriting, HIPAA, Account Management, Risk Management, Healthcare, Forecasting, Negotiation, Sales, ERISA, Health Savings Accounts, Term Life Insurance, CRM, Disability Insurance, Analysis, Employee Benefits
Education
Illinois State University 1990 — 1991
BS, Accounting
The Finest Wealth Management Group March 2015 - Present
Flynn Financial Partners, Ltd. May 2012 - Present
Women Certified January 2010 - Present
Family Financial NY January 2010 - Present
LPL Financial January 2003 - Present
Corrigan Baker 2003 - 2015
Corrigan Baker 2003 - 2015
BRC Benefit Professionals,LLC May 2003 - August 2013
BRC Pension Professionals 2003 - August 2013
MetLife Financial Services 1985 - 2003
Skills
Pensions, Estate Planning, Securities, Asset Allocation, Asset Management, Employee Benefits, Compensation, Insurance
Education
IONA Prep
Iona College
Masters of Business Administration
Long Island University
MBA
SBLI of Massachusetts March 2011 - Present
GDW Consulting February 2010 - March 2011
MetLife Financial Services June 2008 - February 2010
Deloitte October 2006 - May 2008
FINRA May 2005 - October 2006
John Hancock Financial Services, Inc. October 2004 - May 2005
John Hancock August 2000 - October 2004
Securities and Exchange Commission 1990 - 2000
Dow Lohnes PLLC 1988 - 1990
Skills
Insurance, Securities Regulation
Education
DePaul University College of Law 1986 — 1988
J.D.
Howard University 1982 — 1984
B.A., English
Jesuit High School (New Orleans) 1975 — 1979
The Partnership
Sidney Albert Albany Jewish Community Center April 2011 - Present
Independent February 2010 - April 2011
Parsons Child and Family Center September 2008 - November 2009
Northeast Health June 2006 - September 2008
Parsons Child and Family Center June 2001 - June 2006
MetLife Financial Services September 1999 - June 2001
John Hancock Mutual Life Insurance Company March 1997 - September 1999
City of New London October 1990 - January 1997
Skills
Non-profits, Fundraising, Community Outreach, Research, Program Management, Strategic Planning, Nonprofits, Recruiting, Management, Grants, Community Development, Interviews, Marketing, Budgets, Strategy, Proposal Writing
Education
The Sage Colleges-Sage Graduate School 1998 — 2000
MBA
Eastern Connecticut State University
BS, Business Administration
Rensselaer County Chamber of Commerce Leadership Institute
First Annapolis Consulting July 2012 - Present
Alvarez & Marsal October 2010 - December 2011
MetLife Financial Services May 2008 - August 2010
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA
University of Kentucky 2004 — 2008
BS, Economics & Political Science
National Institutes of Health June 2014 - Present
Les Delices French Bakery September 2011 - Present
Lydon, Fetterolf, Corydon, PA January 2012 - August 2013
High Point University January 2011 - May 2011
MetLife Financial Services June 2010 - August 2010
Skills
QuickBooks, Microsoft Excel, Marketing Strategy, General Ledger, Tax Preparation, Social Media Marketing, Lacerte, Google Analytics, Business Development, Business Analysis, Strategic Consulting
Education
High Point University 2007 — 2011
BS, Economics, Management, Minor:Psychology, 3.94
Primerica August 2014 - Present
Self Employed inspired by Team Beachbody Coaching June 2010 - Present
"Basement Water Proofing " & F & S Real Estate Inv. June 1995 - 2015
Various Building Supply Companies June 1978 - August 2007
Metlife Financial Services August 1995 - December 1999
Skills
Coaching, Team Building, Leadership, Strategic Planning, Sales Management, Management, Employee Benefits, Account Management, Process Improvement, Strategy, Risk Management
Education
HACC York Campus 2009 — 2011
General Studies
Harrisburg Area Community College
Milton Area High
Yorktowne Business Institute
The Guardian Life Insurance Company of America January 2014 - Present
The Guardian Life Insurance Company of America June 2009 - January 2014
MetLife Financial Services December 2006 - June 2009
AXA Equitable/The MONY Group July 2004 - December 2006
The MONY Group April 2003 - July 2004
The MONY Group 1999 - 2003
The MONY Group 1997 - 1999
Skills
Financial Services, Marketing, Fixed Annuities, Management, Leadership Development, Performance Management, Coaching, Recruiting, Training, Business Planning, Succession Planning, Change Management, Talent Management, Program Management, Vendor Management, Sales Management, Project Planning, Leadership, Time Management, Strategy, CRM, Employee Training, Consulting, Securities, Insurance, Small Business, Project Management, Employee Benefits, Organizational..., Strategic Planning, Management Consulting, Business Analysis, Marketing Strategy, Budgets, Team Building, Risk Management, Retirement, Process Improvement, Estate Planning, Human Resources
Education
The American College 2011 — 2013
CLF, Organizational Leadership
Fairleigh Dickinson University 2009 — 2013
Masters, Industrial Organizational Behavior
ASTD 2011 — 2011
Certificate, Sales Coaching for Business Impact
Saint Peter's University
BA, Business Administration
Platinum Capital Advisors March 2013 - Present
Community Investment Professionals 2010 - 2013
MetLife Financial Services 2008 - 2010
Mississippi Gulf Coast Community College 2003 - 2008
Sage Payment Solutions 2007 - 2007
UBS 2005 - 2007
Electronic Clearing House (ECHO) 2002 - 2003
TeleCheck Services, Inc. 1985 - 2001
Run For Cover Band 1985 - 1990
Skills
Strategic Financial..., Investments, Retirement, Financial Services, Asset Allocation, Investment Strategies, New Business Development, Public Relations, Bonds, Retirement Planning, Relationship Management, Pensions, Life Insurance, Portfolio Management, Financial Planning, Microsoft Office, Fixed Annuities, Electronic Payments, Retirement Income Expert, 401k Rollover Specialist, Stock Market Analysis, Small Business..., Money Management, Corporate and Municipal..., Finance, IRAs, Licensed Life Insurance..., Irrevocable Life..., Long Term Care Insurance, College Teaching, Corporate Training, Corporate Communications, Event Planning and..., Speech Writing, Writing for Business..., Musician, ACH, Check Processing and..., Credit Card Transaction..., Call Center Development, Financial Institution..., Certified Income..., Wealth Management, Insurance, 401k, Strategic Planning, Management
Education
University of Southern Mississippi
BS, MS, Public Relations
Jones County Junior College
Allegiant Wealth Management (Mass Mutual) September 2010 - Present
DJones 2010 - Present
MetLife Financial Services October 2007 - September 2010
MetLife Financial Services February 2005 - October 2007
Stonewater Sound September 2000 - January 2005
Skills
Investments, Insurance, Employee Benefits, Retirement, Estate Planning, Asset Allocation, Wealth Management, Succession Planning, Retirement Planning, Mutual Funds, Small Business, Disability Insurance, Series 7, Annuities, Long Term Care, Long-term Care, Fixed Annuities, Strategic Financial..., Financial Analysis, IRAs, Financial Services, Securities, 401k, Financial Planners, Financial Advisory, Life Insurance, Series 63, Financial Planning, Term Life Insurance, Series 6, Investment Advisory
Education
Hardin-Simmons University 2000 — 2004
B.S., Finance
Allen High School 1996 — 2000
General
Citygate Homes 2012 - Present
HomeVestors 2014 - 2015
Elite Leather & RC Furniture November 2009 - 2011
CBRE 2007 - 2009
Furnitureland South, Inc 2005 - 2007
Cobra Construction 2002 - 2005
MetLife Financial Services 2000 - 2002
IA Interior Architects- On-site MetLife 1999 - 2000
Viacom & MTV Networks 1994 - 1999
Skills
Real Estate Investor, Real Estate Transactions, Real Estate Development, Project Management, Construction, Interior Design, Interior Architecture, Time Management, Budgets, Six Sigma, Strategic Planning, Sales, Facilities Management, PMP, Leadership, Renovation, Space planning, Fundraising, Microsoft Office, Event Planning, Customer Service, Start-ups, Product Development, Human Resources, Proposal Writing
Education
Fashion Institute of Technology 1990 — 1993
Applied Science, Interior Design
Feng Shui Alliance, North Bergen, NJ 2001 — 2003
Certified, Feng Shui Certified Practitioner, 2003
Guilford Technical Community College
PROJECT MANAGEMENT ESSENTIALS & PMP PREP
Grace Advisory Group November 2011 - Present
Avenue Capital Management, LLC 2007 - November 2011
MetLife Financial Services 2007 - 2009
First National Bank of Florida 2001 - 2006
Skills
Financial Services, Investments, Finance, Financial Advisory, Wealth Management, Leadership, Strategy, Risk Management, Estate Planning, Management, High Net Worth..., Retirement Planning, Wealth, Insurance, Financial Planning
Education
Florida SouthWestern State College 1998 — 2015
Chancellor Gannon September 2014 - Present
Alterra Wealth Management December 2004 - Present
MetLife Financial Services December 1998 - December 2004
Prudential Financial November 1994 - December 1998
Skills
Estate Planning, Strategic Financial..., Investment Advisory, Investment Management, Personal Financial..., Tactical Asset..., 401k Rollovers, Portfolio Management, Wealth Accumulation..., Wealth Preservation..., Tax Preparation, Tax-advantaged..., Multi-generational..., Wealth Management, Financial Services, Risk Management, Tax Reduction Strategies, Life Planning, Investments, Insurance, Retirement Planning, Asset Management, Financial Advisory
Education
The American College 1995 — 2000
LUTCF, Financial Services
Dublin Institute of Technology 1986 — 1988
Degree, Hotel Management
Merrill Lynch December 2006 - Present
Brown & Co / JPMorgan Invest LLC 2003 - 2006
MetLife Financial Services 2001 - 2003
Scudder Investments 1998 - 2001
Skills
Mutual Funds, Series 7, Investments, Securities, Series 63, Series 65, Series 24, Series 4, Options, Series 6, Fixed Annuities, Fixed Income, Series 53, Municipal Bonds, CPA, CFP
Education
Liberty University 2009 — 2011
MS, Master of Science in Accounting
Northeastern University 1996 — 2000
BSBA Business Administration, Finance
New York State Trial Lawyers Association and Institute April 2007 - Present
MetLife Financial Services July 2004 - April 2007
JPMorgan Chase July 2001 - July 2004
Citigroup June 1999 - January 2001
U.S. Department of Commerce 1994 - 1997
Skills
Financial Analysis, Financial Modeling, Negotiation, Forecasting, Budgeting, Financial Reporting, Financial Planning, Financial Accounting, Strategic Planning, Analysis, P&L, Pricing, Financial Management, Variance Analysis, Management, Budgets, Strategic Financial..., Managerial Finance, Computer Proficiency, Legal Management, Business Intelligence, Income Statement, Finance, Strategy, Accounting, Auditing, Leadership, Internal Controls, Business Development, Executive Management, Project Planning, Program Management, Mergers & Acquisitions, Corporate Finance, Team Leadership
Education
Fordham Gabelli School of Business 1997 — 1999
MBA, Finance
The George Washington University 1989 — 1994
BBA, International Business
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2014 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson January 2013 - May 2014
Janssen, Pharmaceutical Companies of Johnson and Johnson September 2011 - March 2014
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2011 - December 2012
Global Financial Services - Johnson & Johnson June 2010 - June 2011
Johnson & Johnson May 2009 - June 2011
Centocor June 2009 - June 2010
Centocor May 2008 - August 2008
Centocor January 2008 - May 2008
MetLife Financial Services June 2007 - August 2007
Skills
Budgets, Business Planning, Analysis, Analytics, Finance, Management, Accounting, Strategic Financial..., Leadership, Marketing, Forecasting, Financial Forecasting, Financial Modeling, Mergers & Acquisitions, Process Improvement
Education
La Salle University 2012 — 2014
Master of Business Administration (M.B.A.), Marketing, 3.9/4.0 GPA
Penn State University 2005 — 2009
Finance, Finance and Accounting
Pacific Resources January 2011 - Present
Unum November 2006 - January 2011
Unum May 2003 - November 2006
Unum December 2002 - May 2003
MetLife Financial Services October 2001 - December 2002
Connor & Kelly Insurance Brokers April 2000 - September 2001
Qual Med 1997 - 2000
Qual Med 1995 - 1997
Education
Eastern Washington University 1994 — 1998
B.A., Health Administration
Principal Financial Group August 2008 - Present
MetLife Financial Services June 2003 - April 2008
Principal Financial Group 1995 - 2003
Prudential Financial 1987 - 1995
Education
Haslam College of Business at the University of Tennessee 1976 — 1980
B.S., General Business
McDermott International Inc. August 2013 - Present
McDermott International Inc. July 2012 - August 2013
Exterran January 2012 - July 2012
Exterran September 2008 - December 2011
KBR, Inc. September 2006 - June 2008
MetLife Financial Services January 2004 - April 2007
Doria Trading July 2002 - December 2003
Ford Motor Company July 1998 - July 2002
Skills
SOX, Risk, Internal Controls, Audit, Documentation, Preparation, Investments, Auditing, Risk Assessment, Risk Management, Compliance, Internal Audit, Process Improvement, Risk Mitigation, Cost, SAP, Management, Sarbanes-Oxley Act, Financial Audits, Software Documentation, Financial Risk, Project Planning, Finance, Budgets, Project Management, Financial Reporting, Financial Analysis, Manufacturing, Analysis
Education
Howard University 1993 — 1998
BSEE, Electrical Engineering
MetLife Financial Services December 2004 - December 2005
American Express January 2002 - January 2004
CVC, Inc. 1998 - 2000
Eastman Kodak January 1993 - January 1998
Eastman Kodak June 1967 - January 1998
Eastman Kodak Venture Company January 1980 - January 1985
Skills
Management Consulting, Start-ups, Financial Planning, Financial Analysis, Project Management, Business Planning
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1972 — 1976
MBA, Finance & Economics, Summa Cum Laude
University of Rochester
Master of Science (MS), Applied Mathematics, High Honors
Lehigh University 1966 — 1967
MSChE, Chemical Engineering & Metallurgical Engineering - Summa Cum Laude
Penn State University 1962 — 1966
BSChE, Chemical Engineering, Highest Honors
Passport, a part of Experian October 2010 - Present
Passport Health Communications March 2010 - October 2010
Microdynamics 2009 - 2010
Cross Country Healthcare 2007 - 2009
Cross Country Education (Division of Cross Country Healthcare) 2004 - 2007
MetLife Financial Services 2001 - 2004
Blevins, Inc. 2001 - 2001
Bluestar Communications 1999 - 2001
Wood Personnel Services 1998 - 1999
Skills
Employee Relations, Project Management, Talent Acquisition, Applicant Tracking..., Human Resources, Employment Law, Employee Benefits, Employee Engagement, Employee Handbooks, Dispute Resolution, Talent Management, Performance Management, Deferred Compensation, Onboarding, Recruiting, Employee Training, HR Policies, Personnel Management, College Recruiting, Benefits Administration, Training, Sourcing, Management, Leadership, Payroll, Screening, Performance Appraisal, HRIS, Change Management, Succession Planning, Internet Recruiting, FMLA, Technical Recruiting
Education
Middle Tennessee State University 1996 — 1997
BS, Industrial / Organizational Psychology
Texas Woman's University 1996 — 1996
Psychology
University of North Texas 1995 — 1996
Psychology
Midwestern State University 1994 — 1995
Grayson County College 1993 — 1994
Psychology
2929 E Commercial Blvd. Suite 507 Ft. Lauderdale Florida 33308 October 2001 - Present
MetLife Financial Services March 2001 - October 2001
Joseph Charles & Associates February 1993 - December 2000
Troster Singer November 1991 - January 1993
Skills
Fixed Annuities, Series 7, Investments, Mutual Funds, Securities, Portfolio Management, Retirement, FINRA, Finance, Equities, Estate Planning, Financial Services, Insurance, IRAs, Retirement Planning
Education
Fairleigh Dickinson University 1982 — 1987
BS, Accounting, Finance & Computer Science
MetLife Financial Services February 2006 - March 2009
Metropolitan Life Insurance Company March 2005 - February 2006
Metropolitan Life Insurance Company April 2002 - March 2005
Metropolitan Life Insurance Company July 1996 - April 2002
Metropolitan Life Insurance Company October 1992 - July 1996
First Florida Bank (Closed) October 1991 - October 1992
Education
Florida Metropolitan University 2000 — 2006
Master, Accounting
Northern Maine Technical Institute 1988 — 1989
Certificate, General Clerical
MetLife May 2014 - Present
Protected Tomorrows June 2013 - May 2014
MetLife Financial Services 2009 - 2012
MetLife 2003 - 2009
MetLife 2000 - 2003
MetLife 2000 - 2003
MetLife 1996 - 1999
MetLife 1994 - 1996
MetLife 1991 - 1994
Skills
Series 6, Series 63, Special Needs Trusts, Special Needs Planning, Retirement Planning, Life Insurance, TSA's, Leadership Development, Learning & Development..., Learning Management..., Learning Management, Budget Process, Sales, Sales Management, Teacher Training, Training Delivery, Instructor-led Training, Synchronous Learning..., Microsoft Word, PowerPoint, Microsoft Excel, Property & Casualty..., Marketing, Leadership, Investments, Analysis, Management, Needs Analysis, Strategic Financial..., Training, Program Management, Strategy, Special Education, Project Management, Financial Services, Strategic Planning, Recruiting, Risk Management, Long-term Care, Executive Management, Budgets, Sales Operations, Team Leadership, Finance, 401k, Variable Annuities, Estate Planning, FINRA, Long Term Care Insurance, Financial Planning
Education
Iona College 1988 — 1990
M.S., Education
Dominican College of Blauvelt 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Corning Incorporated September 2012 - Present
Corning Mini Storage November 2009 - September 2011
Corning Credit Union March 2006 - May 2008
MetLife Financial Services June 1998 - April 2003
Skills
Marketing, Marketing Communications, Internal Communications, Relationship Marketing, Relationship Building, Sales, Sales Management, Account Management, Public Relations, Documentation, Data Analysis, Payroll, Bookkeeping, Accounts Payable, Accounts Receivable, Flow Charts
Education
Elmira College 2008 — 2009
Mansfield University of Pennsylvania 1997 — 2000
Bachelor of Science (B.S.), Marketing, magna cum laude
Mentoring Women's Network October 2014 - Present
Kim Kelley Insurance September 2015 - Present
Guardian Life Insurance Company January 2008 - September 2015
MetLife Financial Services June 2005 - January 2008
Call on Kim February 2003 - June 2005
SuperStand Magazines May 2001 - November 2001
Richard, Wayne & Roberts November 1999 - May 2001
Equifax Risk Management Services February 1998 - November 1999
DA Consulting Group February 1996 - February 1998
Bank One 1993 - 1994
Education
University of Houston-Clear Lake 1995 — 1999
MA, Human Resources Management
Lamar University 1991 — 1993
Bachelor of Business Administration (BBA), Personnel Administration
AAA Mid-Atlantic December 2014 - Present
S.T. Good Insurance November 2012 - December 2014
Insurance & Financial Services - IFS, LTD October 2002 - October 2012
MetLife Financial Services October 2001 - September 2002
Aetna 1991 - 2001
Skills
Insurance, Small Business, Property & Casualty..., Health Insurance, Employee Benefits, Risk Management, Disability Insurance, Sales, Life Insurance, Commercial Insurance, Term Life Insurance, Underwriting, Umbrella Insurance, Commercial Lines, Legal Liability, Workers Compensation, Professional Liability, Leadership, Executive Management, Customer Retention, General Insurance, Casualty, Health Savings Accounts, Liability, Employment Practices..., Long-term Care, Brokers, Finance, Inland Marine, COBRA, Medicare, Claim, Account Management, Managed Care, Surety Bonds, Benefits Administration, Cold Calling, D&O, Casualty Insurance
Education
Temple University 1988 — 1991
Bachelor of science, Management
East Stroudsburg University of Pennsylvania 1986 — 1988
Management
SAM 112 2009 - Present
Principal Financial Group February 2012 - March 2014
MetLife Financial Services February 2009 - January 2012
Elks 2010 - 2012
Nelson Financial Services January 2001 - February 2009
BNI networking 2007 - 2009
Education
University of Southern California 1984 — 1985
CFP, Financial Planning
Golden Gate University 1973 — 1974
MBA, Accounting
University of San Francisco 1965 — 1969
BA, Political Science
American Financial & Tax Services, Inc. October 2008 - Present
Everest Academy August 2011 - Present
Nationwide Insurance January 2000 - June 2008
MetLife Financial Services February 1999 - January 2000
Skills
Business Planning, Management, Finance, Analysis, Leadership, Strategic Planning, Budgets, Financial Planning, Business Development, Tax, Start-ups, Management Consulting, Mergers & Acquisitions, Accounting, Training, Insurance, Consulting, Program Management, Project Management, Strategic Financial..., Small Business, Operations Management, Cash Flow, Human Resources, Manufacturing, Business Process, Microsoft Excel, Sales, Sales Management, Financial Analysis, Payroll, New Business Development, Financial Services, Strategy, Pricing, Investments, Real Estate, Time Management, Retail, Financial Forecasting, Financial Statements, Process Improvement, Employee Benefits, Mergers
Education
Illinois State University
B.S, Major in Accounting; Minor in Bus Admin and Economics
Indiana University - Kelley School of Business
MBA, Finance and Real Estate
Wright Risk Management Company March 2012 - March 2013
NHOC 2013 - 2013
NHOC 2013 - 2013
Global Liberty Insurance Company August 2009 - March 2012
Demetriou General Agency, Inc December 2005 - September 2008
MetLife Financial Services August 2004 - August 2005
AutoOne Insurance October 2002 - February 2004
Robert Plan Corporation January 1992 - October 2002
Skills
Insurance, Workers Compensation, Underwriting, Brokers, Management, Life Insurance, Negotiation, Property & Casualty..., Insurance Law, Liability, Financial Risk, Risk Management, General Insurance, Liability Analysis, Professional Liability, Casualty, Claims Management, Claim, Commercial Insurance, Commercial Lines, Legal Liability, Subrogation, Reinsurance, Litigation Management, Umbrella Insurance, Excess, Claim Investigation, Claims Handling, Health Insurance, Accident, Property Damage, Employment Practices..., D&O, Disability Insurance, Litigation, Employee Benefits, Adjustments, Term Life Insurance, Homeowners, Product Liability, Whole Life, Insurance Brokerage, Fixed Annuities, Long-term Care, Health Savings Accounts, Medicare, Casualty Insurance
Education
Fordham University
BS, Biology, 3.6 GPA
Hicksville High School
Diploma, General
New York State Insurance Broker
New York State Life
Colonial Life January 2015 - Present
Curves August 2011 - Present
Principal Financial Group May 2011 - August 2011
MetLife Financial Services March 2004 - May 2011
Panhandle Eastern Pipe Line Company January 2001 - January 2003
CMS Oil & Gas January 1999 - January 2000
Skills
Leadership, Customer Service, Employee Benefits, Life Insurance, Management, Insurance, Mutual Funds, Access, Retirement Planning, Sales, Finance, Wealth Management, Series 6, Estate Planning, Strategic Planning, Entrepreneurship, Team Building, 401k, Series 7, Retirement, Microsoft Excel, Fixed Annuities, Databases, Disability Insurance, Teamwork
Education
Texas A&M University 1997 — 2001
Bachelor of Business Administration (BBA), Management Information Systems and Services
Texas A&M University, College 1997 — 2001
BBA, Management Information Systems
New Horizons
Houston Community College
Bachelor of business administration, Core classes
Self employed - e Marketing Consulting January 2011 - Present
Pre-Paid Legal Services, Inc. March 2010 - April 2012
MetLife Financial Services June 2008 - December 2009
Premier Research Group June 1994 - November 2007
Skills
Clinical Data Management, Mergers, Marketing Materials, Financial Advisory, EDC, Due Diligence, CDISC, CRF design, Restructuring, Private Equity, Clinical Trial..., Data Validation, Online Marketing, Acquisition Integration, Oracle Clinical, Research, Customer Relations, Data Management, Mentoring, Operations Management, SEO, E-commerce, Languages, Creative Writing, Entrepreneurship, Marketing, Advertising, Mergers & Acquisitions, Email Marketing, CTMS, Business Development, Sales, Management, Small Business, Social Networking, Strategic Partnerships
Education
Jagiellonian University 1972 — 1977
MA, German Literature
Project Phoenix Branch ManagerPROJECT PHOENIXOctober 2008 - Present
LifeMark Securities Corp 2008 - Present
MetLife Financial Services September 2003 - October 2008
Education
Kent State University 1982 — 1988
BBA, Real Estate, Finance
MetLife Financial Services 2000 - Present
European American Bank December 1997 - October 2000
Education
Hofstra University 1987 — 1992
BBA, Business Management
TIAA-CREF June 2014 - Present
TIAA-CREF January 2011 - June 2014
MetLife Financial Services January 2005 - July 2010
MetLife Financial Services April 2008 - April 2010
MetLife Financial Services July 2007 - April 2008
Ericsson January 1997 - June 2005
Skills
Leadership, Strategic Financial..., Program Management, Financial Services, Training, Business Planning
Education
The University of Dallas 2003 — 2007
MBA, Financial Services
United Way of Metropolitan Dallas 2003 — 2003
Dallas Blueprint for Leadership, Civic Board & Leadership Training
The University of Dallas 2001 — 2003
Certificate, Financial & Estate Planning
Florida State University 1993 — 1996
Bachelor's Degree, Electrical Engineering, Telecommunications
National Basketball Association July 2010 - Present
MTV Networks October 2006 - April 2010
Nickelodeon & Viacom Consumer Products 2006 - April 2010
HIT Entertainment May 2004 - January 2006
HIT Entertainment 2003 - 2005
MetLife Financial Services July 2003 - May 2004
Skills
Advertising, Brand Management, Brand Development, Integrated Marketing, Digital Media, Creative Direction, Leadership, Market Research, Result Oriented, Marketing, Sales, Management, Strategic Planning, Strategy, Strategic Partnerships, Digital Marketing
Education
Howard University
Bachelor’s Degree
Howard University, Washington, District of Columbia
BA
University of Phoenix
Master
Cummins Inc. September 2014 - Present
Cummins, Inc 2010 - Present
UBS Wealth Management 2003 - 2010
MetLife Financial Services 1999 - 2003
Gibson Guitar 1993 - 1999
Kawai America 1985 - 1993
Skills
Finance, Investments, Strategic Financial..., Customer-focused, Series 7, Financial Services, Order Management, Sales&Marketing, Non-profit Board..., OEMs, Wealth Management, Retirement Planning, Risk Management, Sales, Employee Benefits, Business Strategy, Portfolio Management, Series 66, General Securities..., Registered Investment..., TN Insurance License, Microsoft Office Suite, Oracle Applications, SOMS, Siebel, PeopleSoft
Education
South Bay College 1983 — 1984
Accounting
El Camino College 1975 — 1976
Business Administration
Gardena High School 1973 — 1975
MetLife Financial Services October 1997 - Present
MetLife Financial Services September 1988 - October 1997
Anheuser-Busch Companies, Inc. July 1987 - September 1988
Skills
Microsoft SQL Server, Databases, Data Warehousing, Business Intelligence, Insurance, Requirements Analysis, Systems Analysis, SharePoint, Project Management, Process Improvement, Risk Management, SQL, Change Management, Financial Analysis, Quality Assurance, Microsoft Excel, Team Building, Six Sigma, Risk Assessment, IIS, Database Administration, Visio, SDLC, SSRS, Leadership, Business Analysis
Education
Chubb Institute 1997 — 1997
Computer Programming, Client Server/Mainframe/HTML
Kean University 1983 — 1987
BS, Management Science
Learning Tree International
Learning Tree International
Learning Tree International
Pershing, a BNY Mellon company February 2013 - Present
BNY Mellon January 2011 - Present
Vanguard January 2010 - January 2011
Hampton University September 2005 - December 2009
MetLife Financial Services 2009 - 2009
First Investors Corporation 2008 - 2009
Skills
Series 7, Investments, Finance, Management, Portfolio Management, Asset Management
Education
Hampton University 2005 — 2009
BS, Finance
Wells Fargo Home Mortgage August 2015 - Present
Wells Fargo Home Mortgage October 2013 - July 2015
Wells Fargo Home Mortgage January 2009 - September 2013
Sonic Creek Productions June 2001 - August 2013
Wells Fargo Home Mortgage December 2006 - December 2008
Wells Fargo Bank September 2002 - December 2006
MetLife Financial Services June 1999 - September 2002
Skills
Process Improvement, Business Analysis, Risk Management, Lean Transformation, Lean Software..., Lean Management, Operational Excellence, Strategy Implementation, Strategic Planning, SharePoint, Leadership, Requirements Analysis, CRM, Change Management, Business Process, Cross-functional Team..., Software Project..., Enterprise Software, Software Development, Continuous Improvement, Business Process..., PMO, Project Management
Education
St. Cloud State University 2005 — 2007
MBA, Business Administration and Management, General
Gustavus Adolphus College 1995 — 1999
Business Management, Business
Hopkins High School
Hopkins High School
Spurstone Executive Wealth Solutions April 2009 - Present
EquityPowerPlus September 2009 - Present
UBS Wealth Management February 2007 - April 2009
MetLife Financial Services June 2005 - April 2007
Education
Eastern Connecticut State University 2001 — 2005
B.S., Business Finance
Steward Health Care May 2015 - Present
Justice Resource Institute November 2013 - April 2015
Child & Family Services, Inc. January 2012 - November 2013
Holley Pharmacy November 2010 - January 2012
South Bay Mental Health Center June 2009 - August 2010
Brookview House Inc September 2008 - May 2009
MetLife Financial Services May 2007 - May 2008
Cambridge Eating Disorder Center September 2006 - May 2007
SUNY Potsdam September 2002 - May 2006
Skills
Mental Health Counseling, CBT, Crisis Intervention, Traumatology, Mental Health, Group Therapy, Psychotherapy, Adolescents, Family Therapy, Adults, Therapists, Social Services, Psychology, Program Development, Community Outreach, Case Managment, Non-profits, Stress Management, Nonprofits, Clinical Research, Anger Management, Behavioral Health, Play Therapy, Case Management
Education
Lesley University 2006 — 2009
M.A, Counseling Psychology
State University of New York College at Potsdam 2002 — 2006
BA, Psychology, Archaeology
eClinicalWorks January 2015 - Present
Maximum Genetic Potential January 2006 - Present
Goji July 2013 - November 2014
Quinsigamond Community College April 2013 - June 2013
Worcester Housing Authority October 2012 - March 2013
Gilbert Insurance Agency February 2011 - November 2011
Advantage Senior Advisory Group March 2008 - November 2011
O'Brien and Gibbons Insurance Inc May 2009 - January 2011
MetLife Financial Services October 2006 - May 2009
Beach Club Tanning February 2003 - May 2006
Skills
Health Insurance, Employee Benefits, Public Relations, Public Policy, Public Speaking, Public Administration, Leadership Development, Life Insurance, Medicare, Medicare Part D, Fixed Annuities, Sales Management, Sales, Salesforce.com, Disability Insurance, Customer Service, Healthcare, Sleep Deprivation, Insurance, Management, Training, Marketing
Education
Isenberg School of Management, UMass Amherst 2002 — 2006
Business, Finance/Marketing
Quinsigamond Community College 2012 — 2014
Nursing, Registered Nursing/Registered Nurse
Docktor's Insurance, Inc. August 2005 - Present
e-insuranceleads.com April 2011 - Present
MetLife Financial Services 2003 - 2005
Skills
Health Insurance, Disability Insurance, Insurance, Long Term Care Insurance, Life Insurance, Term Life Insurance, Whole Life, Fixed Annuities, Lead Generation, Universal Life, Long-term Care, Permanent Life Insurance, Sales, Direct Marketing, Online Advertising, Critical Illness, Online Marketing, Licensed Life & Health..., Small Business, Health Savings Accounts, Telemarketing, Direct Sales, Individual Health..., Selling, Brokers, Landing Page..., Accident, Group Insurance, Health Care Reform, Insurance Brokerage, Customer Acquisition, Consultative Selling, Web Marketing, Sales Presentations, Relationship Management, Life & Health Insurance...
Education
Florida State University - College of Business 1997 — 1999
Business
Securities Management & Research, Inc. January 2013 - Present
American Senior Benefits/Legacy Financial Network March 2012 - December 2012
UnitedHealthcare Medicare & Retirement April 2010 - March 2012
UnitedHealthcare Medicare & Retirement March 2008 - April 2010
World Trend Financial Planning Services September 2007 - February 2008
MetLife Financial Services January 2007 - September 2007
Humana October 2005 - December 2006
Principal Financial Group October 2003 - October 2005
Transamerica August 2000 - October 2003
Skills
Regulatory Compliance, Compliance Management, Securities Regulation, Securities Market, Securities Offerings, Broker-Dealer, Alternative Investments, Stocks, Bonds, Municipal Bonds, Mutual Funds, ETFs, Variable Life Insurance, Variable Annuities, 529 Plans, UGMA/UTMA, 401(k) Plans, SEP IRA, Simple IRA, Roth IRA, Traditional IRA, Self Directed IRA
Education
Mount Mercy University 1991 — 1993
Undergraduate coursework, Business Administration
Kirkwood Community College 1989 — 1991
AA, Liberal Arts and Sciences, General Studies and Humanities
SKC Financial Group February 2011 - Present
Ohio National Financial Services February 2011 - Present
MetLife Financial Services April 2010 - February 2011
Mass Mutual 2006 - 2010
Skills
Life Insurance, Strategic Financial..., Fixed Annuities, Investments, Retirement Planning, 401k Rollovers, Financial Planners, Investment Advisory, Disability Insurance, Retirement, IRAs, 401k, Financial Advisory, Universal Life, Long-term Care, Estate Planning, Mutual Funds, Insurance, Series 6, Series 63, Term Life Insurance, Wealth Management, Series 7, Securities, Asset Allocation, Whole Life, Long Term Care Insurance
Education
Indiana University of Pennsylvania 2001 — 2005
Bachelor of Science, Finance and Economics
Lackawanna Trail High School 1997 — 2001
Diploma
Edward Jones October 2014 - Present
Edward Jones October 2012 - Present
Northwestern Mutual November 2011 - October 2012
Marketing December 1999 - November 2010
MetLife Financial Services May 2006 - December 2009
MetLife Financial Services May 2005 - November 2006
MetLife May 2000 - May 2005
Pinewoods Park April 1990 - October 2000
Skills
Program Management, Marketing, Training, Public Speaking, Business Planning, Business Development, Coaching, Sales Recruitment, Recruitment/Retention, Sales, Event Planning, Recruiting, Financial Services, Job Coaching, Executive Coaching, Marketing Communications, Insurance, Leadership Development, New Business Development, Life Insurance, Event Management, Disability Insurance, Finance, College Recruiting, Business Strategy, Interviews, Strategy, Sales Presentations, Fixed Annuities, Small Business, Long-term Care, Building Relationships, Marketing Strategy, Strategic Planning, Employee Training, Fundraising, Business Networking, Team Building, Retirement Planning, Strategic Financial..., Term Life Insurance, Talent Acquisition, Retirement, Lead Generation, Advertising
Education
Lindenwood University 1992 — 1996
Bachelor Degree, Mass Communications
St. Dominic High School 1988 — 1992
General
Moore Financial Partners March 2014 - Present
Wells Fargo Advisors December 2012 - March 2014
Cedar Valley Financial Group July 2012 - January 2013
MetLife Financial Services May 2009 - July 2012
Thomas L. Cardella & Associates January 2008 - May 2009
TMone May 2007 - January 2008
Skills
Retirement Planning, Sales, Wealth Management, Disability Insurance, Long Term Care Insurance, Investment Advisory, Estate Planning, Roth IRA, Retirement, Life Insurance, 401k Rollovers, SEP IRA, Simple IRA, 401k, Executive Benefit..., Alternative Investments, College Education..., Traditional IRA, 529 Plans, 403 b, Mutual Funds, Closed-end Funds, Stock Trading, Municipal Bonds, Options Strategies, Unit Investment Trusts, Series 7, Series 66, IRAs, Financial Advisory, MLP, Investments, Securities, FINRA, Portfolio Management, Financial Services
Education
University of Iowa 2005 — 2007
B.A. International Studies & Entrepreneurship Certificate
Kirkwood Community College 2001 — 2004
Associate of Arts (A.A.)
The American College
Designation: 2010 - Present
Ameriserv Financial January 2011 - Present
Seneca Valley Football Boosters April 2014 - Present
InVision Human Services December 2013 - Present
Cranberry Twp AM Rotary 2011 - Present
MetLife Financial Services 2010 - January 2011
EverSafe Security Systems, Inc. / ADT Authorized Dealer 2009 - 2010
Fidelity Bank 2007 - October 2009
Citizens Bank 2004 - 2007
Skills
Loans, Banking, Real Estate, Cash Management, Customer Relations, Negotiation, Sales Management, Commercial Banking, Credit, Credit Analysis, Risk Management, Commercial Lending, Lines Of Credit, Small Business Lending, Loan Origination, Commercial Mortgages, Commercial Real Estate, Treasury Management, Customer Service, Small Business, Financial Services
Education
Grove City College 1986 — 1990
BA, Politic Science / Economics
Franklin High School
Franklin High School
Investment Professionals, Inc. located at Homefield Credit Union May 2015 - Present
Santander Bank, N.A. February 2013 - May 2015
Genworth Financial March 2011 - February 2013
Citizens Investment Services August 2008 - March 2011
MetLife Financial Services June 2007 - August 2008
Morgan Stanley March 2006 - June 2007
Eastern States Components 2000 - 2006
CCA Wesco 1993 - 2000
Skills
Retirement Planning, Long Term Care Insurance, Employee Benefits, Finance, Wealth, Retirement, Portfolio Management, Life Insurance, Leadership, Fixed Annuities, Financial Advisory, Long-term Care, Mutual Funds, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2002
M.B.A., Accounting and Finance
University of Massachusetts Lowell 1996 — 1999
B.S.B.A., Finance
MetLife Financial Services June 2008 - July 2009
Regions Bank February 2006 - June 2008
A.G. Edwards October 2005 - December 2006
New Vista Enterprises, LLC July 1998 - September 2005
First Union May 1986 - June 1998
Skills
Financial Analysis, Management, Budgeting, Customer Service, Retail, Private Banking, Investments, Underwriting, Accounting, Business Development, Small Business
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA), Health Care, 3.85
DePaul University 1976 — 1978
MBA, Finance
Northern Illinois University 1972 — 1976
BS, Finance
University of Miami, Miller School of Medicine January 2015 - Present
Bupa Worldwide Corporation January 2014 - December 2014
Cima Telecom Group June 2012 - January 2014
Xapt Corporation June 2011 - April 2012
Bermello, Ajamil & Partners, Inc. January 2004 - June 2011
MetLife Financial Services August 2002 - January 2004
Agilent Technologies September 1999 - March 2002
Hewlett-Packard January 1993 - February 2000
Skills
Employee Relations, Performance Management, Recruiting, Human Resources, HR Policies, Customer Service, Executive Search, Onboarding, Strategy, Employee Benefits, Management, Payroll, Outsourcing, Coaching, Talent Acquisition
Education
Nova Southeastern University 1996 — 1996
MBA, Business Adminstration
Florida International University
BA, Finance and International Business
Fetzer Vineyards October 2014 - Present
Glazer's Distributors August 2012 - October 2014
MetLife Financial Services October 2010 - February 2012
JP Morgan Chase 2008 - 2010
T Bank, NA. November 2006 - August 2007
Skills
Pricing, Financial Analysis, Analysis, Financial Reporting, Access, Risk Management, Microsoft Excel, Microsoft Office, QRM, JDA, SAP, Customer Service, Process Improvement, Management, Finance, Business Analysis, Excel, Wine & Spirits Industry
Education
Iowa State University 2002 — 2006
Bachelor of Science (B.S.), Marketing
Webster City High School 2000 — 2002
Caliber Home Loans March 2014 - Present
Sun Home Loans, a division of Sun National Bank July 2012 - February 2014
MetLife Bank, N.A. January 2008 - October 2011
MetLife Financial Services September 2006 - January 2008
Wells Fargo Home Mortgage August 2005 - September 2006
Chubb Insurance August 1999 - August 2005
Summit Bank 1999 - 2000
Skills
Financial Services, Banking, Leadership, New Business Development, Sales Management, Mortgage Lending, Loans, Underwriting, Insurance, Relationship Management, Portfolio Management, Risk Management, Talent Acquisition, Credit Analysis, Building Relationships, Wealth Management, Cold Calling, Recruiting
Education
University of Phoenix 2011 — 2013
Bachelors of Science, Business, Management, Marketing, and Related Support Services, 3.75
Kean University 2005 — 2006
Bachelor's degree, Business Management
Raritan Valley Community College 1994 — 1996
Associate's degree, Business, Management, Marketing, and Related Support Services
Rutgers University-New Brunswick
Business Mgmt
Nationwide Financial October 2014 - Present
Nationwide Financial April 2012 - October 2014
JP Morgan Chase November 2009 - June 2011
MetLife Financial Services April 2006 - November 2009
Skills
Financial Services, Retirement, Insurance, Life Insurance, Series 7, Wealth Management, Securities, Employee Benefits, Mutual Funds, Retirement Planning, Asset Allocation, 401k, Fixed Annuities, IRAs, Long-term Care, Investments, Finance, Succession Planning, Group Benefits, Long Term Care, Annuities, IRA's, Retirement Income..., Non-Qualified Deferred..., Executive Compensation..., Financial Planning, Estate Planning, Investment Management, Banking, Social Security, Medicare
Education
Franklin University 2013 — 2015
Master of Business Administration (MBA) Candidate, Financial Planning and Services
Franklin University
Bachelor of Science (BS), Financial Planning and Services
Greco Financial Services November 2014 - Present
Sunset Financial Services October 2012 - November 2014
Professional Economic Growth Group December 2010 - October 2012
MetLife Financial Services 1998 - 2010
Education
Fairleigh Dickinson University 1984 — 1988
BS, Business Management
St Peter's Prep
Jackson National Life Distributors, LLC November 2012 - Present
MetLife July 2010 - November 2012
MetLife Financial Services June 2007 - October 2010
Janus Capital Group 2005 - 2007
San Juan Land Development, LLC August 2001 - December 2004
Skills
Insurance, Fixed Annuities, Financial Services, Investments, Management, Mutual Funds, Strategy, CRM, Sales, Retirement, Series 63, Retirement Planning, Series 6, Series 7, New Business Development, Strategic Planning, Financial Advisory, Marketing Strategy, Variable Annuities, 401k, Account Management, Project Management, Entrepreneurship, Strategic Financial..., Estate Planning, Public Speaking, Coaching, Financial Planning, Competitive Analysis, Selling, Wholesale, Wholesaling, Distribution Management, Annuities, Consultative Selling, Customer Relations, Annuity, Relationship Managment, Corporate Product..., Local Marketing..., Territory Management, Product Development, Retirement Income..., Training Design (Course..., Digital Marketing, Digital Strategy, Marketing, Social Media Marketing, Analytics
Education
Fort Lewis College 1998 — 2003
BS, Finance
JPMorgan Chase & Co. March 2011 - Present
MetLife Financial Services June 2010 - March 2011
Goldcoast Capital Management Corp., June 2005 - August 2005
Skills
Investments, Finance, Portfolio Management, Financial Services, Credit, Financial Analysis, CRM, Management, Financial Modeling, Banking
Education
Hofstra University 2006 — 2008
B.B.A, Finance Major; Business Management
University of Miami - School of Business 2001 — 2005
BBA, Finance
State Farm September 2013 - Present
Nipo Industries/ DBA Wing Nation September 2010 - Present
Keller Williams Realty January 2007 - Present
MetLife Financial Services January 2008 - August 2010
Wingate Management September 2003 - June 2006
US Marine Corp December 1994 - December 1998
Skills
Real Estate, Customer Relations, Budgeting, General Office Duties, Sellers, Management, Operations Management
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
BBA, Economics & Real Estate
Atlanta Metropolitan University 2000 — 2003
Associates, Business & Economics
Guardian Protection Services November 2012 - November 2014
MetLife Financial Services February 2012 - September 2012
Vitran Express July 2011 - February 2012
Grove City College Touring Choir August 2010 - May 2011
Grove City College January 2009 - January 2010
Skills
Microsoft Office, Marketing, Customer Service, Customer Insight, Marketing Research, Customer Interaction, Outlook, Microsoft Word, Research, Sales, Project Management, Market Research, People-oriented, PowerPoint, Microsoft Excel
Education
Grove City College 2007 — 2011
Bachelor of Science, Marketing Management
Voya Financial September 2015 - Present
BlackRock April 2014 - March 2015
BlackRock July 2013 - January 2015
BlackRock June 2011 - June 2013
AllianceBernstein June 2005 - May 2011
MetLife Financial Services August 2001 - January 2004
Reliastar 1996 - 2001
Williams Thatcher & Rand 1995 - 1996
Merrill Lynch 1992 - 1994
Skills
401k, Series 63, Retirement Planning, Defined Contribution, CRM, Management, Sales, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Investments, Asset Management, Wealth Management, Equities, Securities, Fixed Income, Financial Services, Retirement, Investment Advisory, Strategic Financial...
Education
Hartwick College 1987 — 1991
B.A., English
Chatham Township High School 1983 — 1987
Memphis University School 1981 — 1983
South Delta Aviation June 2010 - Present
IdleAire, Inc January 2009 - January 2010
IdleAire Inc. January 2008 - January 2009
IdleAire Technologies September 2005 - January 2008
IdleAire Technologies June 2003 - September 2005
Dealer Support, Inc August 2002 - June 2003
MetLife Financial Services January 2000 - January 2002
Nationwide Express, Inc January 2000 - March 2000
Helena Truck Lines December 1984 - January 2000
Helena Truck Lines, Inc January 1984 - January 2000
Skills
Sales Management, Transportation, Sales, Pricing, Customer Service, Inventory Management, Recruiting, Insurance, Finance, Negotiation, Warehousing, Strategic Financial..., Distribution Center..., Human Resources, Shipping, Packaging
Education
Sandler Sales Institute
President's Club
University of Arkansas 1971 — 1976
B.S.B.A., Marketing
Embry-Riddle Aeronautical University 1977 — 1978
Certificate program, Commercial Instrument Multi program
ValleyCrest Landscape Development May 2013 - Present
Polk County BoCC February 2011 - May 2013
MAPP Construction, LLC. April 2006 - December 2010
Enterprise Fleet Management August 2005 - April 2006
MetLife Financial Services July 2004 - August 2005
Malta Enterprises Inc. dba. Sbarro April 2002 - June 2004
Skills
Construction Management, Construction, Project Estimation, Contract Negotiation, Project Planning, Primavera P6, Project Bidding, Subcontracting, Budgets, Project Management, Project Coordination
Education
Florida State University 1998 — 2001
Bachelor of Science, Criminology/English
Edward Jones February 2011 - May 2012
Career Strategies May 2009 - February 2011
MetLife Financial Services September 2008 - April 2009
20th Century Fox Studio June 2007 - September 2008
Hubbell Homes February 2006 - May 2007
Skills
Retirement Planning, Securities, Estate Planning, Investments, Data Entry, Paralegal, Sales, Marketing, Customer Service, Cold..., Administrative, Strategic Financial..., Mutual Funds
Education
UCLA 2009 — 2010
Certificate, Banking, Corporate, Finance, and Securities Law, 4.2 /5.0
Iowa State University - College of Business 2001 — 2005
Bachelor of Science, Management
Pawula Financial Group LLC July 2011 - Present
Troutman & Associates Inc June 2010 - September 2011
MetLife Financial Services June 2009 - June 2010
Skills
Insurance, IRAs, Disability Insurance, Term Life Insurance, Investments, Long Term Care Insurance, Financial Services, Securities, Fixed Annuities, Retirement, Finance, Universal Life, Variable Annuities, Retirement Planning, Long-term Care, Life Insurance, Estate Planning, FINRA, Strategic Financial..., 401k, Relationship Management, Risk Management, Financial Planning
Education
Illinois State University 2004 — 2007
Insurance
CareerCo October 2014 - Present
The CollegeBound Network - A CareerCo Company March 2010 - September 2014
JP Morgan Chase November 2009 - February 2010
MetLife Financial Services January 2007 - November 2009
Skills
Investments, Planning, Email Marketing, Insurance, Online Marketing, Enrollment Management, Project Planning, Lead Generation, Account Management, Sales, Management, Banking, Marketing, Customer Service, Finance, Online Advertising, Social Media Marketing
Education
Saint John's University 2004 — 2007
Bachelor of Science, Marketing
St. John's University, The Peter J. Tobin College of Business 2004 — 2007
Bachelors, Marketing
La Salle University 2002 — 2004
Bachelors, Psychology
St. Peter's Boys HS 1998 — 2002
High School Diploma, General
Merck August 2006 - Present
Novo Nordisk March 2006 - August 2006
Bristol Myers Squibb February 2005 - March 2006
sanofi-aventis September 2004 - February 2005
WebMD April 2004 - May 2004
Management Recruiters International December 2003 - March 2004
MetLife Financial Services June 1999 - December 2003
Skills
Recruiting, Applicant Tracking..., Interviews, Human Resources, Onboarding, Employee Benefits, Internet Recruiting, Vendor Management, Hiring, Talent Management, Talent Acquisition, Organizational..., Sourcing, Management, Cold Calling, SDLC, Deferred Compensation, Executive Sales...
Education
Kean University
Bachelor of Arts
Humana May 2008 - Present
UnitedHealthCare April 2007 - May 2008
UnitedHealth Group 2004 - 2008
Secure Horizons/UnitedHealthcare July 2006 - April 2007
United Healthcare July 2004 - July 2006
Foresters, Lake Oswego, Oregon July 2002 - July 2004
Metlife Financial Services September 2001 - July 2002
Unlimited SCUBA Adventures Inc., dba. SCUBA Unlimited, Portland, Oregon May 1991 - May 2001
PADI Germany, scubaronzo@comcast.net 1986 - 1991
Skills
Negotiation, Health Insurance, Competitive Analysis, Insurance, Training, Medicare, Sales, Coaching, Leadership, Customer Satisfaction, Team Building, Healthcare, Marketing, Sales Management, Customer Retention, Disability Insurance, Marketing Strategy, Direct Sales, Life Insurance, Managed Care, Management, Selling, Business Planning, Employee Benefits, Analysis, Long-term Care, Budgets, Program Management, Business Strategy, Account Management
Education
Diablo Valley College 1973 — 1981
Diablo Valley College 1978 — 1980
Campolindo 1973 — 1977
MetLife March 2006 - Present
MetLife Financial Services March 2003 - August 2006
MetLife November 1996 - February 2004
MetLife Financial Services August 1987 - September 1996
Education
Langston University 1995 — 1997
Bachelor, Accounting, Business Management
Tulsa Community College 1993 — 1995
Associate, Finance & Business Administration
University of Tulsa 1991 — 1992
Management Certification, Basic Management courses
Kings County District Attorney's Office April 2015 - Present
Rghtly January 2014 - March 2015
Khari Parson, P.C. November 2013 - March 2015
Hypnagogics June 2014 - September 2014
Weldon Arts June 2012 - May 2014
Startup Grind June 2013 - March 2014
NY Tech Mixer June 2010 - June 2013
MetLife Financial Services March 2009 - June 2013
HYPOGENE July 2007 - March 2009
Morgan Stanley July 2006 - June 2007
Skills
Start-ups, Venture Capital, Risk Management, Corporate Law, Funding, Contract Negotiation, Business Planning, Business Development, Corporations, Securities, Fixed Income, Entrepreneurship, Private Equity, Strategy, Analysis, Mergers & Acquisitions
Education
Fordham University School of Law
JD, Law
Syracuse University
MPA, Public Finance
Howard University
BA, English/Biology
Global College of Natural Medicine August 2009 - Present
Starting Point Nursery June 2004 - Present
AIG Advisor Group November 2001 - Present
Global College of Natural Medicine August 2010 - March 2011
MetLife Financial Services March 1998 - March 2000
Skills
Nutrition, Wellness
Education
Global College of Natural Medicine
Associate's Degree, Holistic Health
Regis University 1999 — 2001
MBA, Business Administration
Fisk University 1994 — 1998
B.S., Business Administration and Spanish
MetLife Financial Services November 2006 - Present
Education
James Madison University 1997 — 2001
MFS Investment Management July 2011 - Present
Natixis Global Asset Management June 2006 - July 2011
MetLife 2005 - 2006
Fidelity Investments 2003 - 2005
MetLife Financial Services 2002 - 2003
Skills
Series 7, Financial Risk, Series 24
Education
New England School of Law 2009 — 2013
Doctor of Law (J.D.)
Hamilton College 1999 — 2003
Bachelor of Arts (B.A.), Government and Economics
Qualcare Inc November 2011 - Present
QualCare Inc. April 2012 - March 2014
AMC Theatres March 2011 - November 2011
AMC Movie Cinemas November 2010 - March 2011
Snelling Staffing Service May 2007 - April 2009
CCSI- Representative for BASF April 2002 - May 2007
Independent Traveler 1999 - 2001
MetLife Financial Services April 1998 - June 2000
Skills
Managed Care, Sales Operations, Recruiting, Employee Benefits, Marketing, Management, Leadership, CRM, Medicare, Cold Calling, Sales, Healthcare, Health Insurance
Education
Johnson and Wales University 1994 — 1998
Advertising/Marketing Communications
Johnson & Wales University
Bachelor of Arts, Advertising/Communications
Kean University
Associates Degree, Advertising/Public Relations
Franklin High School.
Raritan Valley Community College
Impactful Wealth Solutions September 2012 - Present
Diversified Investment Advisors October 2008 - August 2012
LSE Financial Group LLC September 2005 - October 2008
Small Business Resource Center March 2006 - September 2007
Allied Home Mortgage August 2004 - December 2006
Maryland Consumer Rights Coalition March 2003 - December 2005
MetLife Financial Services January 2004 - September 2005
Washington Hospital Center February 2001 - September 2003
Education
Drexel University - College of Business and Administration 2011 — 2013
Master of Business Administration (MBA), Entrepreneurship & Innovation
IAE Business School- Argentina 2012 — 2012
Master's degree, International Business
Hampton University 1994 — 1998
Liberal Arts, Sociology
Reeths Puffer
High Dchool Diploma
Unemployed August 2008 - Present
MetLife Financial Services February 2008 - August 2008
Fixed Income Securities, LP May 2006 - February 2008
Claymore Securities May 2002 - March 2006
Nuveen Investments October 1998 - March 2002
A.G. Edwards & Sons, Inc. June 1993 - June 1996
Education
Villanova University 2010 — 2010
Masters, Six Sigma Master Certificate Program with emphasis in Financial Services
University of Illinois at Chicago 1996 — 1998
BA, Economics
Eastern Illinois University 1991 — 1993
none, Economics
Self-employed January 2003 - Present
MetLife Financial Services May 2002 - December 2002
E*TRADE Financial January 1999 - May 2002
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1999
Georgia Institute of Technology 1989 — 1996
Hillwood High
MetLife Financial Services August 2006 - July 2008
Education
Lake Superior State University 1985 — 1989
Zurich North America December 2008 - Present
MetLife Financial Services August 2006 - February 2008
Skills
Life Insurance, Fixed Annuities, Disability Insurance, Insurance, Variable Products, Term Life Insurance, Long Term Care Insurance, Whole Life, Series 6, Retirement Planning
Education
Georgia State University 1991 — 1994
Bachelor of Arts (BA), Marketing
435 Financial, Inc. (An office of LPL Financial) November 2014 - Present
LPL Financial August 2013 - Present
VALIC September 2009 - July 2013
MetLife Financial Services August 2007 - September 2009
Premier HR Solutions 2006 - 2007
Meeting Management Associates June 2005 - August 2006
Meeting Management Associates May 2005 - August 2006
Skills
Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Investments, Wealth Management, Investment Advisory, IRAs, Mutual Funds, Financial Advisory, Investment Strategies, 401k Rollovers, Securities, Financial Planning
Education
Kaplan University 2013 — 2013
Financial Planning and Services
The College of Saint Rose 2011 — 2011
Roberts Wesleyan College 2003 — 2007
Sherburne-Earlville
Pfizer Pharmaceuticals July 2003 - December 2006
Abbott Laboratories August 2000 - July 2003
MetLife Financial Services June 1997 - August 2000
MetLife 1997 - 2000
Skills
Recruiting, Pharmaceutical Sales, Sales Operations, Sales, Urology, Leadership, Sales Management, Managed Care, Business Planning, Research, Event Planning, Healthcare, Endocrinology, Hospitals, Strategic Planning
Education
Hampton University 1988 — 1992
Bachelor of Arts, Communications
AIG June 2014 - Present
JPMorgan Chase June 2013 - May 2014
Morgan Stanley Smith Barney March 2012 - February 2013
Northwestern Mutual June 2011 - March 2012
MetLife Financial Services January 2008 - June 2009
Skills
Insurance, Investments, Long-term Care, Program Management, Small Business, 401k, Fixed Annuities, Mutual Funds, Financial Services, Series 63, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Sales, Finance, Investment Advisory
Education
Cardinal Newman
Florida Atlantic University
Bachelor of Science (B.S.)
Child Passenger Safety Technitian September 2013 - Present
From The Ground Up INC November 2009 - December 2013
Coventry Girls Softball October 2011 - October 2013
MetLife May 2010 - April 2012
MetLife Financial Services September 2004 - May 2010
Traditional Okinawan Karate January 1993 - September 2004
Education
Johnson and Wales University 2001 — 2003
Associates, Culinary Arts
MetLife Financial Services 1981 - Present
Education
Iona College 1977 — 1981
lia sophia January 2009 - Present
MetLife Financial Services August 2007 - January 2008
Health Net Federal Services September 2005 - August 2007
Education
Indiana University of Pennsylvania 2007 — 2009
Coke January 2008 - Present
Coca-Cola Refreshments 2008 - Present
Metlife Financial Services June 2005 - December 2008
AT&T Mobility January 2002 - January 2005
Alliance Collection Agencies, Inc. 2003 - 2004
SunCom Wireless January 1999 - January 2002
Skills
Customer Service, Sales Operations, Cold Calling, Sales Management, Team Building, Account Management, New Business Development, Negotiation, Strategic Planning, Team Leadership, Coaching, Public Speaking, Outlook, Budgets, PowerPoint, Leadership, Program Management, Leadership Development, Training, Marketing Strategy, Sales, Management, Marketing, Direct Sales, Social Networking, Business Planning, Recruiting, Social Media Marketing, Time Management
Education
Jackson State University 1993 — 1997
BS, Criminal Justice
Clinton High School 1989 — 1991
State Farm January 2009 - Present
Phoenix Life Insurance Company April 2007 - December 2008
MetLife Financial Services March 1999 - February 2007
Education
Duquesne University 1973 — 1977
MetLife Financial Services September 2008 - Present
EIFIS November 2006 - February 2008
AMVESCAP Retirement 1998 - 2005
Skills
401k, Pensions, Retirement, Financial Services, Employee Benefits, Securities, Defined Benefit, Qualified Retirement..., Mutual Funds, Process Improvement, Retirement Planning, Investments, Insurance, Risk Management, Financial Advisory, Relationship Management, Business Analysis
Education
Johnson C. Smith University - JCSU 1987 — 1992
Trustmark National Bank November 2012 - Present
Trustmark National Bank January 2012 - November 2012
Trustmark National Bank April 2008 - January 2012
MetLife Financial Services March 2006 - April 2008
Edward Jones November 2005 - February 2006
AmSouth Bank 2004 - 2005
Skills
Banking, Loans, Investments, Financial Analysis, Credit Analysis, Portfolio Management, Insurance, Risk Management, Financial Risk, Series 63, Wealth Management, Series 6, Cash Management, Securities, Finance, Accounting, Retirement Planning, Strategic Financial..., Credit Risk, Credit, Treasury Management, Financial Services, Retail Banking, Commercial Lending, Small Business Lending, Mortgage Lending, Consumer Lending, Commercial Banking, Mutual Funds, Loan Origination, Cross Selling, Relationship Management, Financial Planning
Education
University of Mississippi 2015 — 2016
School of Banking
Mississippi College 2007 — 2009
MBA, Finance
Jackson State University 1999 — 2003
BBA, Finance
Lancaster High 1996 — 1999
Kimberly-Clark January 2010 - July 2010
MetLife Financial Services October 2007 - June 2008
Education
Frostburg State University 2004 — 2007
MetLife Financial Services October 2008 - Present
Firemans Fund Insurance Company 2006 - 2008
Chubb Insurance 1989 - 1990
Education
Gettysburg College 1982 — 1986
Tahiti Tourisme North America May 2012 - Present
Tahiti Tourisme North America May 2009 - May 2012
Mvent Group, Event Planning & Management May 2006 - May 2009
Tahiti Tourisme January 2000 - May 2006
MetLife Financial Services January 1999 - December 1999
Skills
Event Management, Hotels, Social Media Marketing, Tourism, Marketing Communications, Marketing, Public Relations, Integrated Marketing, Destination Marketing, Online Marketing, Sales Management
Education
El Camino College
AA, Liberal Studies
Robinsons Hardware August 2005 - Present
Framingham Police Dept. January 1988 - Present
American Rental Association February 2008 - February 2011
MetLife Financial Services 2001 - 2005
Encore Party Rentals, div of LPM Holding 1996 - 2001
Taylor Rental / Taylor Rental Party Plus April 1989 - July 1996
Skills
Website Development, SEO copywriting, Website Management, Rental Management, Equipment Rental, Equipment Service..., Webmaster Services, Marketing, Heavy Equipment, Social Media, Event Management, Customer Service, Sales, Sales Management, Marketing Strategy, Social Networking, Selling, Facebook
Education
Framingham State University 1982 — 1989
B.A., Economics, cocentrations in Business and Finance
St. John's High School, Shrewsbury MA 1978 — 1982
JP Morgan Chase Bank N.A. August 2011 - Present
National City Bank December 2008 - August 2011
MetLife Financial Services October 2007 - December 2008
KB Home 2004 - 2006
Skills
Customer Service, Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Outlook, Leadership, Team Building
Education
Florida Agricultural and Mechanical University 2000 — 2004
B.S., Business Administration
Discovery Communications July 2012 - Present
Deltek May 2011 - June 2012
E*TRADE Financial September 2006 - May 2011
UBS Wealth Management 2003 - 2006
Investment Scorecard 2002 - 2003
MetLife Financial Services 1998 - 2002
Deutsche Bank July 1995 - September 1998
Skills
Series 6, CEP, Equities, Stocks, Series 7, Securities, Financial Services, Options, Process Improvement, 401k
Education
Clayton State University 2008 — 2008
None, Event Planning Certificate
Dillard University 1987 — 1991
Bachelors, Business Administration
U.S. Trust September 2014 - Present
J.P. Morgan, The Private Bank January 2013 - September 2014
Prudential Financial, Annuities December 2006 - January 2013
JP Morgan Chase January 2006 - December 2006
MetLife Financial Services May 2005 - January 2006
Skills
Fixed Annuities, Mutual Funds, Securities, Investments, Equities, Asset Managment, Finance, Project Management, Insurance, Series 6, Banking, Financial Services, Fixed Income, Asset Allocation, IRAs, Asset Management, Financial Analysis, Retirement Planning, Wealth Management, 401k, Retirement, Financial Advisory
Education
La Salle University - School of Business Administration 2009 — 2011
MBA, Finance
West Virginia University 2001 — 2005
BA, Economics
St. Joseph Regional
MetLife Financial Services January 2009 - Present
ING Investment Management May 2004 - August 2009
Skills
Training, Quality Assurance, Process Improvement
Education
Drake University 2009 — 2012
Masters, Accounting
Iowa State University 1998 — 2002
Bachelors, Spanish
Concordia Seminary St Louis January 2012 - Present
Lindenwood University October 2008 - January 2012
MetLife Financial Services May 2007 - August 2008
MetLife Financial Services June 2006 - April 2007
YMCA of Greater St. Louis January 2002 - May 2003
Skills
Higher Education
Education
Lindenwood University 2009 — 2010
Master in Business Administration, Human Resources
Lindenwood University 2003 — 2006
Bachelor of Arts, Human Services Agency Management
Raytheon February 2012 - Present
Comcast June 2010 - February 2012
MetLife Financial Services January 2008 - October 2009
First Glory LLC. December 2004 - May 2007
Skills
Forecasting, Financial Modeling, Finance, Analysis, Accounting, Variance Analysis, Budgets, Management, Accounts Payable, Mergers & Acquisitions, Negotiation, Outlook
Education
Florida International University 2008 — 2008
Masters, Finance
Florida International University - College of Business 2008 — 2008
masters, Finance
University of Central Florida 1998 — 2002
Bachlors, Art
NES Global Talent October 2014 - Present
NES Global Talent November 2013 - October 2014
Civilian Board of Contract Appeals May 2011 - July 2011
Morgan Stanley January 2008 - December 2008
MetLife Financial Services June 2007 - August 2007
Kiplinger Washington Editors January 2007 - May 2007
Skills
Legal Writing, Legal Research, Westlaw, Management, Public Speaking, Analysis, Research, LexisNexis, Strategic Planning
Education
Howard University School of Law 2009 — 2012
J.D.
University of Maryland College
B.A, Economics
US Bank August 2009 - Present
UBS August 2006 - 2009
UBS Financial Services 2006 - 2009
Piper Jaffray 2000 - 2006
MetLife Financial Services 1988 - 1999
Skills
Wealth Management
Education
Drake University 1993 — 1994
MBA, Management and Finance
Iowa State University - College of Business 1983 — 1987
BS, Marketing
MetLife Premier Client Group of the Midwest March 2012 - Present
MetLife Financial Services March 2009 - May 2012
Skills
Management, Disability Insurance, Insurance, Life Insurance, Sales, Retirement, Retirement Planning, Leadership, Fixed Annuities, Securities
Education
Drake University 1981 — 1985
Business, Marketing
MetLife Financial Services November 2009 - Present
MetLife November 2004 - Present
Oxford Resources Corp./Centrex Capital Corp. 1986 - 2001
Skills
Vendor Management, SDLC, Business Analysis, Program Management, Requirements Gathering, Management, Insurance, Risk Management, Financial Services, Team Leadership, Requirements Analysis, Business Process..., PMO, IT Strategy, Software Project..., Change Management, Resource Management, PMP, PeopleSoft, Process Improvement, Outsourcing, Project Management, Analysis, Project Portfolio..., Business Process, Quality Assurance, Enterprise Architecture, Leadership, Business Requirements, Business Intelligence, ITIL, Visio, Integration, MS Project, Project Delivery
Education
Fairfield University 2002 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Virginia - Darden Graduate School of Business Administration 1998 — 2001
VinSolutions/AutoTrader Group/Cox Automotive/Cox Enterprises November 2014 - Present
EFL Associates, a CBIZ Company November 2011 - November 2014
Perceptive Software September 2011 - October 2011
Gentiva Health Services March 2011 - September 2011
PNC Financial Services June 2010 - December 2010
Yankee Candle May 2009 - September 2010
H&R Block World Headquarters February 2010 - March 2010
PRA International January 2002 - May 2008
MetLife Financial Services January 2001 - December 2001
Triple-I Corporation (Information Industries Inc January 2000 - January 2001
Skills
Executive Search, Research, Recruiting, Human Resources, Sourcing, Training, Interviews, Screening, Employee Benefits, Recruitment Advertising, Applicant Tracking..., Temporary Placement, HRIS, Temporary Staffing, Hiring, Cold Calling, Management, Leadership
Education
Kansas State University 1983 — 1988
B.S., Clothing & Textiles
IKEA June 2004 - Present
MetLife Financial Services September 1999 - January 2002
Prudential Securities February 1999 - September 2001
Education
St. Catherine University 1999 — 2001
Hamline University 1985 — 1988
Cheryl Olson Independent Insurance Agency July 2010 - Present
Humana MarketPOINT May 2008 - May 2011
MetLIfe Financial Services 2005 - 2006
Skills
Sales, Medicare, Health Insurance, Insurance, Customer Service, Team Building, Long-term Care, Strategic Planning, Critical Illness, Life Insurance, Financial Planners, Financial Planning
Education
Eastern Washington University
Bachelor of Science (BS), Nuclear Medical Technology/Technologist emphasis., 3.4 GPA
Reverse Mortgage Funding LLC March 2013 - Present
Security One Lending July 2012 - February 2013
MetLife Financial Services May 2008 - July 2012
Financial Freedom April 2002 - August 2006
Official Payments Corporation January 1999 - May 2002
Skills
Reverse Mortgages, Mortgage Banking, Mortgage Lending, FHA, Loans, Refinance, Residential Mortgages, Banking, Retirement, Sales Management, Investment Properties, Credit Analysis, Retirement Planning, Financial Analysis, Mortgage Underwriting, Real Estate, Credit Risk, Strategic Financial..., Financial Planning, Loan Servicing
Education
East Carolina University - College of Business 1983 — 1987
B.S., Business Administration
Pompton Lakes High School
Savings Bank of Danbury January 2010 - Present
Webster Bank June 2005 - March 2009
NewMil Bank 2005 - 2006
Liberty Bank 2004 - 2005
Transamerica 2001 - 2004
FINOVA Capital Corporation 1996 - 2001
MetLife Financial Services 1985 - 1993
GE Capital 1975 - 1985
State National Bank 1972 - 1975
Skills
Commercial Banking, Portfolio Management, Mortgage Lending, Financial Risk, Risk Management, Wealth Management, Cash Management, Finance, Sales Management, Financial Analysis
Education
Lafayette College 1968 — 1972
BA, Economics
Guardian Life Insurance 2005 - 2008
Fairleigh Dickinson University 2003 - 2003
Prudential Financial 2001 - 2002
MetLife Trust Company, N.A. 1998 - 2001
MetLife Financial Services 1995 - 1998
MetLife Financial Services 1993 - 1995
MetLife September 1987 - May 1993
E.F. Hutton & Co., Inc. 1981 - 1987
Education
Fordham Gabelli School of Business
MBA, Marketing
St. Peter's University
BS, Management
Staples October 2014 - Present
PAREXEL August 2012 - October 2014
TJX October 2011 - September 2012
Puma June 2010 - February 2012
Puma August 2009 - June 2010
PUMA North America, Inc April 2008 - August 2009
MetLife Financial Services August 2006 - April 2008
Skills
Excel, Data Analysis, Forecasting, Leadership, Fast Learner, Attention To Detail, Competitive Analysis, Analysis, Budgets, Management, Microsoft Office, Financial Analysis, Finance, Retail, Marketing, Financial Modeling, Process Improvement, Strategy
Education
University of Massachusetts at Lowell 2011 — 2014
Master of Business Administration (M.B.A.)
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
Bachelor of Science (B.S.), Sports Business Management
Fidelity Investments June 2005 - Present
Vanguard September 1998 - June 2005
MetLife Financial Services January 1996 - September 1998
Education
Goldey-Beacom College
Urban Living August 2006 - Present
MetLife Financial Services February 2001 - July 2003
Education
LIU Brooklyn
MBA, Finance
CitiFinancial February 1993 - June 2002
MetLife Financial Services May 1988 - September 1991
Education
Emory University
Bachelor of Arts, English/History
Pauly Toyota September 2004 - Present
MetLife Financial Services June 1997 - September 2004
C.T.M. Distributors October 1992 - June 1997
MADIGANS March 1985 - October 1992
Jos. Spiess & Co. August 1982 - March 1985
Education
Eastern Illinois University 1977 — 1982
B.A., Political Sci., Bus. Adm.
BQ of New York 百强寿险 百家精选 November 2004 - Present
MetLife Financial Services June 1995 - November 2004
Education
Indiana University of Pennsylvania 1992 — 1995
Master's, Business Education
Southeast University 1987 — 1992
Faculty, Foreign languages
Southeast University 1987 — 1992
Faculty, Foreign languages
Southeast University 1987 — 1992
Faculty, Foreign languages
American Ink May 2010 - Present
MetLife Financial Services May 1997 - September 2009
Education
Eastern Michigan University 1969 — 1972
BS Education, Education
Michigan State University 1970 — 1971
Master Educational Administration, Public Administration
T. Rowe Price October 2008 - Present
MetLife Financial Services May 2006 - September 2008
Skills
Investments, Mutual Funds, Fixed Annuities, Series 7, Retirement Planning, Asset Allocation, Securities, Series 66
Education
East Stroudsburg University of Pennsylvania
Bachelor of Science (BS), Business Management/Economics
Hampton University
Verizon March 2013 - Present
Pinnacle consulting November 2012 - March 2013
MetLife Financial Services March 2008 - August 2011
MetLife December 2005 - August 2011
MetLife December 2005 - March 2008
HSBC January 2002 - December 2005
Skills
Forecasting, Insurance, PeopleSoft, Financial Analysis, Financial Reporting, Accounting, Budgeting, Microsoft Office, Process Improvement, Financial Modeling, Financial Planning, Excel, New Business Development, Variance Analysis, Access, Strategic Planning, Corporate Finance, Business Analysis, PowerPoint, Cognos, General Ledger, Word, Microsoft Excel, Budgets, Strategic Financial..., Finance, Marketing, Leadership, Negotiation, Team Building, Risk Management, Project Management, Analysis, Banking, Business Process..., Cross-functional Team..., Marketing Strategy, Microsoft Word, Management, Change Management, Sarbanes-Oxley Act, Auditing, Mergers & Acquisitions, Managerial Finance, GAAP, Business Planning
Education
Fairleigh Dickinson University 2000 — 2002
MBA, International Business
Apriva Information Technologies Field AgentKnights of ColumbusApril 2008 - January 2010
MetLife Financial Services January 2008 - April 2008
Edward Jones January 2007 - November 2007
Little Flower Parish in Springfield,IL November 2002 - July 2006
Frito Lay April 1985 - November 2002
Education
Eastern Illinois University 1977 — 1979
BA, Journalism
self employed May 2012 - Present
MetLife Financial Services June 2004 - May 2012
Education
Hofstra University 1984 — 1986
Masters of Science, Health Administration
Tufts University 1977 — 1981
Bachelor of Science, Biology
MetLife Financial Services October 2006 - Present
Metropolitan Life Insurance Company 1989 - Present
Met Life August 1989 - October 2006
Skills
Brokers, Disability Insurance, Term Life Insurance, Brokerage, Long Term Care Insurance, Property & Casualty..., Life Insurance, Individual Health..., Casualty, Underwriting, Fixed Annuities, Universal Life, Group Insurance, Whole Life, Insurance, Permanent Life Insurance, Key Person Protection, Buy-Sell, IRAs, Casualty Insurance, Employee Benefits, Health Insurance, Long-term Care, Health Savings Accounts, Retirement Planning, Sales
Education
Idaho State University 1977 — 1981
Associate's degree, Pre-Law Studies
Solano Community College 1969 — 1970
Criminal Justice/Police Science
Shelter Insurance Companies January 2006 - Present
NAIFA, Elkhart 1988 - 2008
National City Bank (now PNC) 2004 - 2006
Indiana University South Bend, College of Business & Economics 2004 - 2006
MetLife Financial Services 1999 - 2004
New York Life & MetLife 1988 - 2004
Skills
Term Life Insurance, Life Insurance, Property & Casualty..., Insurance, Whole Life, Commercial Insurance, Umbrella Insurance, Homeowners, General Insurance, Health Insurance, Underwriting, Liability, Leadership, Legal Liability, Workers Compensation, Fixed Annuities, Sales, Casualty, Long-term Care, Commercial Lines, Universal Life, Disability Insurance, Claim
Education
Indiana University Bloomington
MBA, Business Marketing & Finance
The American College
CLU, ChFC, RHU, REBC, LUTCF, FSS
The College for Financial Planning
Chartered Retirement Planning Counselor
University of Cincinnati
BBA, Business Marketing & Finance
MetLife December 2014 - Present
MetLife December 2013 - December 2014
Palmer Group/Wells Fargo February 2011 - August 2011
Consulate General of the Republic of Korea November 2009 - July 2010
MetLife Financial Services December 2008 - November 2009
Nokcheon Middle School August 2007 - August 2008
Oh’s English Research and Development Corp April 2007 - August 2008
Han Moe Elementary School May 2006 - April 2007
San Jose State University September 2005 - January 2006
Commodore Dining Events May 2005 - November 2005
Skills
Microsoft Excel, Outlook, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Public Speaking, Data Entry, Research, Time Management, Event Planning, Editing
Education
Iowa State University 1998 — 2000
Bachelors of Arts, Sociology; Criminology
San Jose State University
J. F. Johnson & Co., PA Accountants and Auditors 1984 - Present
The National Association of Black Accountants, Inc. 1975 - Present
MetLife Financial Services 2001 - 2003
KPMG US 1975 - 1980
Skills
Operations Management, Budgeting/Forecasting, Partnership Development, High Organizational..., Tactical Business..., Team Leadership, Consulting, Business Development, Financial Restructuring, Long-term Vision, Long-Range Planning, Revenue Growth..., Cost Reduction Planning, Executive..., Capital Budgeting, Audit Management, Financial Controls, Financial Models, Strategic Financial..., Personal Financial..., Regulatory Compliance, Corporate Growth..., Public Relations, Process Improvement, Client Relationship..., Financial Reporting, Financial Accounting, Financial Analysis, Tax Dispute Resolution, Effectuate Tax Code..., Financial Risk Assessor, Restructuring, Internal Controls, Nonprofits, Accounting, Finance, SEC filings, Management Consulting, Budgets, Strategic Planning, Sarbanes-Oxley, Financial Planning, Auditing
Education
Hampton University
Bachelor of Science, Accounting
Rutgers, The State University of New Jersey-Newark
Master of Business Administration, Finance & Marketing
Seton Hall University
Mathematics and Statistics
Keystone Actuarial Consulting, LLC January 2013 - Present
MetLife Financial Services January 2008 - July 2012
MassMutual Financial Group January 2001 - January 2008
The Hartford 1989 - 2000
Monarch Life Insurance Company 1982 - 1988
Skills
Actuarial Science, Acquisitions, Due Diligence, Financial Reporting, Financial Modeling, Financial Analysis, Strategic Financial..., US GAAP, IFRS, Equity Valuation, Risk Management, Enterprise Risk..., Mergers & Acquisitions, Valuation, Financial Risk
Education
Lebanon Valley College 1978 — 1982
Bachelor of Science, Actuarial Science
Lebanon High School 1974 — 1978
Honey Willow Designs October 2010 - Present
The Connable Office, Inc. March 2007 - Present
The Connable Office, Inc. January 2005 - March 2007
Hospital Hospitality House of Southwest Michigan February 2003 - January 2005
Metlife Financial Services May 2001 - July 2002
Skills
MS Office Suite, Beginner HTML, Adobe Creative Suite, Quickbooks, Investments, Trust Accounting, TrustRite, Blogging, Accounting, Customer Relations, Customer Service, Writing, Creative Writing, Jewelry Design, Communication Written, Verbal Communication
Education
Western Michigan University - Haworth College of Business 2006 — 2010
MBA, Finance
Western Michigan University 2002 — 2004
BA, English-Creative Writing
Grand Valley State University 2000 — 2002
Law, English-Creative Writing
Metlife Financial Services 2004 - January 2005
Motorola January 1995 - March 2003
Skills
Microsoft Office, Leadership, Process Improvement, Microsoft Excel, Customer Service, Cross-functional Team..., Sales, Manufacturing, Product Development, Program Management
Education
Hamilton Technical College 1988 — 1990
Associate of Occupational Technology Degree in Electronics, Electronics, 3.91