Metlife Financial Services
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Metlife Financial Services Employees
Employee
Years
Job
Industry
Frank R. Castro Jr. Frank R. Castro Jr.'s Metlife Financial Services Experience July 2002 - November 2005
Job Financial Advisor at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group July 2014 - Present
International Fund Services December 2005 - October 2010
MetLife Financial Services July 2002 - November 2005
COLDWELL BANKER RESIDENTIAL REAL ESTATE September 1998 - July 2002
Beddows Commodities Inc March 1998 - September 1998
Chase Manhattan Bank May 1995 - January 1998
Bankers Trust July 1994 - May 1995
Dean Witter/Intercapital July 1993 - July 1994
Skills
Financial Strategies, Retirement Strategies, Wealth Management, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Annuities, College Funding..., Finance, Financial Strategies...
Education
State University of New York College at Oswego
B.S, Accounting
Monsignor Farrell
Evershore Financial Group July 2014 - Present
International Fund Services December 2005 - October 2010
MetLife Financial Services July 2002 - November 2005
COLDWELL BANKER RESIDENTIAL REAL ESTATE September 1998 - July 2002
Beddows Commodities Inc March 1998 - September 1998
Chase Manhattan Bank May 1995 - January 1998
Bankers Trust July 1994 - May 1995
Dean Witter/Intercapital July 1993 - July 1994
Skills
Financial Strategies, Retirement Strategies, Wealth Management, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Annuities, College Funding..., Finance, Financial Strategies...
Education
State University of New York College at Oswego
B.S, Accounting
Monsignor Farrell
E.J. Rabell, Jr. E.J. Rabell, Jr.'s Metlife Financial Services Experience August 2004 - September 2006
Job Chief Financial Officer at Rabell Creative
Industry Financial Services
Experience
Rabell Creative April 2014 - Present
Defender Capital October 2006 - April 2014
MetLife Financial Services August 2004 - September 2006
Skills
Strategic Financial..., Financial Services, Private Equity, Financial Advisory, Wealth Management, Corporate Finance, Asset Allocation, Investments, Investment Management, Financial Analysis, Bloomberg, Finance, Wealth Management..., 401k, Due Diligence, Retirement Planning, Financial Modeling, Hedge Funds, Real Estate Economics
Education
University of Florida - Warrington College Of Business 2000 — 2005
BA, Business Administration and Management, General
Rabell Creative April 2014 - Present
Defender Capital October 2006 - April 2014
MetLife Financial Services August 2004 - September 2006
Skills
Strategic Financial..., Financial Services, Private Equity, Financial Advisory, Wealth Management, Corporate Finance, Asset Allocation, Investments, Investment Management, Financial Analysis, Bloomberg, Finance, Wealth Management..., 401k, Due Diligence, Retirement Planning, Financial Modeling, Hedge Funds, Real Estate Economics
Education
University of Florida - Warrington College Of Business 2000 — 2005
BA, Business Administration and Management, General
Steve Stillman Steve Stillman's Metlife Financial Services Experience September 1990 - January 2000
Job President of Stillman Financial Services, Inc.
Industry Financial Services
Experience
Stillman Financial Services, Inc. January 2001 - Present
Wealth Protection Advisors, LLC June 2003 - December 2010
MetLife Financial Services September 1990 - January 2000
Skills
Veterans Benefits, Long-term Care, Medicaid, Estate Planning, Tax Advisory, Retirement Planning, 401k Rollovers, Risk Management, IRAs, Investment Strategies, Investment Advisory, Wealth Preservation..., Investments, Wealth Management, Market Risk, Small Business, Fitness, Financial Risk, Networking, Financial Advisory, Insurance, 401k, Retirement
Education
University of Missouri-Saint Louis 1986 — 1990
Bachelor of Science (BS), Business, Marketing and Psychology
St. Louis Community College 1985 — 1987
Associate's degree, Business/Managerial Economics
Stillman Financial Services, Inc. January 2001 - Present
Wealth Protection Advisors, LLC June 2003 - December 2010
MetLife Financial Services September 1990 - January 2000
Skills
Veterans Benefits, Long-term Care, Medicaid, Estate Planning, Tax Advisory, Retirement Planning, 401k Rollovers, Risk Management, IRAs, Investment Strategies, Investment Advisory, Wealth Preservation..., Investments, Wealth Management, Market Risk, Small Business, Fitness, Financial Risk, Networking, Financial Advisory, Insurance, 401k, Retirement
Education
University of Missouri-Saint Louis 1986 — 1990
Bachelor of Science (BS), Business, Marketing and Psychology
St. Louis Community College 1985 — 1987
Associate's degree, Business/Managerial Economics
Lee Pelligreen Lee Pelligreen's Metlife Financial Services Experience April 1998 - September 2002
Job Insurance Consultant
Industry Insurance
Experience
Pelligreen Financial October 2002 - Present
Blue Ocean Portfolios June 2011 - March 2013
Sunset Financial Services, Inc January 2010 - June 2011
ING Financial Partners October 2002 - November 2009
MetLife Financial Services April 1998 - September 2002
Skills
Investments, Retirement Planning, Portfolio Management, Fixed Annuities, Retirement, Series 7, Strategic Financial..., Long-term Care, Long Term Care Insurance, Estate Planning, Insurance, Life Insurance, Financial Analysis, Disability Insurance, Group Insurance, Business Development, Marketing, Sales Presentations, Sales, Pipeline Management, Sales Process, Customer Satisfaction, Customer Retention, Customer Service, Dependable Team Player, Works well individually, Real Estate
Education
Washington University in St. Louis 2014 — 2015
Master of Business Administration (M.B.A.)
Universidad Pontificia Comillas de Madrid (ICADE) 1990 — 1993
Economic & Business Studies – Masters in European Communities
The University of Texas at Austin 1988 — 1990
Bachelor's Degree, Spanish
Pelligreen Financial October 2002 - Present
Blue Ocean Portfolios June 2011 - March 2013
Sunset Financial Services, Inc January 2010 - June 2011
ING Financial Partners October 2002 - November 2009
MetLife Financial Services April 1998 - September 2002
Skills
Investments, Retirement Planning, Portfolio Management, Fixed Annuities, Retirement, Series 7, Strategic Financial..., Long-term Care, Long Term Care Insurance, Estate Planning, Insurance, Life Insurance, Financial Analysis, Disability Insurance, Group Insurance, Business Development, Marketing, Sales Presentations, Sales, Pipeline Management, Sales Process, Customer Satisfaction, Customer Retention, Customer Service, Dependable Team Player, Works well individually, Real Estate
Education
Washington University in St. Louis 2014 — 2015
Master of Business Administration (M.B.A.)
Universidad Pontificia Comillas de Madrid (ICADE) 1990 — 1993
Economic & Business Studies – Masters in European Communities
The University of Texas at Austin 1988 — 1990
Bachelor's Degree, Spanish
Jonas Nicholson Jonas Nicholson's Metlife Financial Services Experience August 2009 - September 2012
Job Financial Advisor at MidAtlantic Financial Group
Industry Financial Services
Experience
Mid-Atlantic Financial Group September 2015 - Present
National Financial Legacy Group September 2012 - September 2015
MetLife Financial Services August 2009 - September 2012
Skills
Financial Services, Investment Strategies, Investment Advisory, College Savings Plans, Cash Flow Forecasting, Qualified Retirement..., Small Business..., Retirement Planning, buy-sell funding, Life Insurance, Disability Insurance, Long Term Care Insurance, Estate Planning
Education
Towson University 1998 — 2001
Bachelors of Science
Mid-Atlantic Financial Group September 2015 - Present
National Financial Legacy Group September 2012 - September 2015
MetLife Financial Services August 2009 - September 2012
Skills
Financial Services, Investment Strategies, Investment Advisory, College Savings Plans, Cash Flow Forecasting, Qualified Retirement..., Small Business..., Retirement Planning, buy-sell funding, Life Insurance, Disability Insurance, Long Term Care Insurance, Estate Planning
Education
Towson University 1998 — 2001
Bachelors of Science
Cliffton Douangdara's Metlife Financial Services Experience December 2005 - October 2006
Job Sr. Client Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Apex Clearing August 2013 - March 2014
Apex Clearing August 2012 - August 2013
Penson Financial Services November 2010 - August 2012
Penson Financial Services October 2007 - November 2010
Penson Financial Services January 2007 - October 2007
TD Ameritrade October 2006 - December 2006
MetLife Financial Services December 2005 - October 2006
Skills
Securities, Equities, Series 7, Fixed Income, Series 63, Options, Bloomberg, Financial Services, Electronic Trading, Trading, Financial Markets, Trading Systems, Mutual Funds, Back Office, FINRA, Process Improvement
Education
Texas Christian University - M.J. Neeley School of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 2001 — 2005
Bachelors, Economics
Fidelity Investments March 2014 - Present
Apex Clearing August 2013 - March 2014
Apex Clearing August 2012 - August 2013
Penson Financial Services November 2010 - August 2012
Penson Financial Services October 2007 - November 2010
Penson Financial Services January 2007 - October 2007
TD Ameritrade October 2006 - December 2006
MetLife Financial Services December 2005 - October 2006
Skills
Securities, Equities, Series 7, Fixed Income, Series 63, Options, Bloomberg, Financial Services, Electronic Trading, Trading, Financial Markets, Trading Systems, Mutual Funds, Back Office, FINRA, Process Improvement
Education
Texas Christian University - M.J. Neeley School of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 2001 — 2005
Bachelors, Economics
Alex DiPasquale, ChFC, FLMI's Metlife Financial Services Experience 1987 - 1993
Job Scrum Master at Transamerica
Industry Computer Software
Experience
Transamerica May 2015 - Present
Transamerica May 2012 - Present
Insurance Technologies August 2006 - February 2012
AEGON April 2001 - April 2002
MetLife 2000 - 2000
Metropolitan Life Insurance Company 1996 - 2000
MetLife 1995 - 1996
MetLife Brokerage 1993 - 1995
MetLife Financial Services 1987 - 1993
Metropolitan Life Insurance Company 1984 - 1987
Skills
Compliance, Insurance, Writing, Administration, Business Analysis, Requirements Analysis, Excel, Strategic Planning, Life Insurance, Marketing, Microsoft Excel, Variable Annuities, Fixed Annuities, Sales, System Administration, Management, Analysis, Software Development, Training, Testing, Mutual Funds, Process Improvement, Software Documentation, Vendor Management, Program Management, SDLC, Requirements Gathering, Visio, Business Requirements, Quality Assurance, Financial Services, User Acceptance Testing, Software Project..., CRM, Agile Methodologies, Software Quality..., Change Management, PMP, Risk Management, Business Intelligence, IT Strategy, Requirements Management
Education
University of Colorado at Colorado Springs 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Transamerica May 2015 - Present
Transamerica May 2012 - Present
Insurance Technologies August 2006 - February 2012
AEGON April 2001 - April 2002
MetLife 2000 - 2000
Metropolitan Life Insurance Company 1996 - 2000
MetLife 1995 - 1996
MetLife Brokerage 1993 - 1995
MetLife Financial Services 1987 - 1993
Metropolitan Life Insurance Company 1984 - 1987
Skills
Compliance, Insurance, Writing, Administration, Business Analysis, Requirements Analysis, Excel, Strategic Planning, Life Insurance, Marketing, Microsoft Excel, Variable Annuities, Fixed Annuities, Sales, System Administration, Management, Analysis, Software Development, Training, Testing, Mutual Funds, Process Improvement, Software Documentation, Vendor Management, Program Management, SDLC, Requirements Gathering, Visio, Business Requirements, Quality Assurance, Financial Services, User Acceptance Testing, Software Project..., CRM, Agile Methodologies, Software Quality..., Change Management, PMP, Risk Management, Business Intelligence, IT Strategy, Requirements Management
Education
University of Colorado at Colorado Springs 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Paola Jaramillo Blake Paola Jaramillo Blake's Metlife Financial Services Experience June 2009 - December 2010
Job Social Media Associate at Stella & Dot
Industry Luxury Goods & Jewelry
Experience
Stella & Dot March 2014 - Present
Stella & Dot October 2013 - Present
Stella & Dot December 2012 - October 2013
West Coast Solar, Inc. January 2012 - July 2012
West Coast Solar, Inc. July 2011 - April 2012
Cloud Peak Energy September 2010 - August 2011
MetLife Financial Services June 2009 - December 2010
CSEA 2009 - 2010
Cox Communications June 2008 - May 2009
Sharab Lounge May 2007 - June 2008
Skills
Marketing Research, Salesforce.com, Microsoft Office, PeopleSoft, QuickBooks, Public Relations, Online Communications, Fundraising, Recruiting, Research, Adobe Creative Suite, Google Adwords, Access, Account Management, Document Management, Dreamweaver, HTML, CSS, Advertising, Presentations, Photoshop, Event Planning, Travel Management, Contract Negotiation, Appleworks, Visio, Procurement, Customer Service, Desktop Publishing, Marketing Strategy, Social Media Marketing, Purchase Orders, Databases, Target Identification, Political Campaigns, Campaign Strategies, Spanish, Management, Project Management, Social Media, Analysis, Email Marketing, Marketing, Budgets, Facebook, Twitter, Instagram, Pinterest, Employee Training, IVR
Education
The George Washington University 2004 — 2007
International Relations and Affairs
Stella & Dot March 2014 - Present
Stella & Dot October 2013 - Present
Stella & Dot December 2012 - October 2013
West Coast Solar, Inc. January 2012 - July 2012
West Coast Solar, Inc. July 2011 - April 2012
Cloud Peak Energy September 2010 - August 2011
MetLife Financial Services June 2009 - December 2010
CSEA 2009 - 2010
Cox Communications June 2008 - May 2009
Sharab Lounge May 2007 - June 2008
Skills
Marketing Research, Salesforce.com, Microsoft Office, PeopleSoft, QuickBooks, Public Relations, Online Communications, Fundraising, Recruiting, Research, Adobe Creative Suite, Google Adwords, Access, Account Management, Document Management, Dreamweaver, HTML, CSS, Advertising, Presentations, Photoshop, Event Planning, Travel Management, Contract Negotiation, Appleworks, Visio, Procurement, Customer Service, Desktop Publishing, Marketing Strategy, Social Media Marketing, Purchase Orders, Databases, Target Identification, Political Campaigns, Campaign Strategies, Spanish, Management, Project Management, Social Media, Analysis, Email Marketing, Marketing, Budgets, Facebook, Twitter, Instagram, Pinterest, Employee Training, IVR
Education
The George Washington University 2004 — 2007
International Relations and Affairs
Robert Fichter, LUTCF, CLTC Robert Fichter, LUTCF, CLTC's Metlife Financial Services Experience 2005 - 2005
Job Senior Partner at Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group May 2009 - Present
Guardian Life October 2005 - May 2009
MetLife Financial Services 2005 - 2005
Skills
Retirement Planning, Retirement, Disability Insurance, Long-term Care, Insurance, Strategic Financial..., Estate Planning, Series 7, Fixed Annuities, Wealth Management, Investments, Mutual Funds, 401k, Securities, IRAs, Small Business, Asset Managment, Portfolio Management, Employee Benefits, Marketing
Education
The Ohio State University - The Max M. Fisher College of Business 1999 — 2004
BSBA, Marketing
Skylight Financial Group May 2009 - Present
Guardian Life October 2005 - May 2009
MetLife Financial Services 2005 - 2005
Skills
Retirement Planning, Retirement, Disability Insurance, Long-term Care, Insurance, Strategic Financial..., Estate Planning, Series 7, Fixed Annuities, Wealth Management, Investments, Mutual Funds, 401k, Securities, IRAs, Small Business, Asset Managment, Portfolio Management, Employee Benefits, Marketing
Education
The Ohio State University - The Max M. Fisher College of Business 1999 — 2004
BSBA, Marketing
Stephen Cicerone CLU Stephen Cicerone CLU's Metlife Financial Services Experience September 1974 - February 2001
Job Independent Insurance Agency Principal
Industry Insurance
Experience
iConnexion Inc., an Insurance Agency September 1999 - Present
MetLife Financial Services September 1974 - February 2001
Skills
Insurance, Underwriting, Legal Liability, Property & Casualty..., Mortgage Lending, Sales, Management, Liability, Disability Insurance, Employee Benefits, Investments, Life Insurance, Risk Management, Small Business
Education
American College 1975 — 1979
CLU, Chartered Life Underwriter
Suffolk University 1972 — 1974
BS, Political Science
iConnexion Inc., an Insurance Agency September 1999 - Present
MetLife Financial Services September 1974 - February 2001
Skills
Insurance, Underwriting, Legal Liability, Property & Casualty..., Mortgage Lending, Sales, Management, Liability, Disability Insurance, Employee Benefits, Investments, Life Insurance, Risk Management, Small Business
Education
American College 1975 — 1979
CLU, Chartered Life Underwriter
Suffolk University 1972 — 1974
BS, Political Science
Mike Sheeran Mike Sheeran's Metlife Financial Services Experience March 2004 - February 2006
Job Signal Officer New Jersey Army National Guard
Industry Insurance
Experience
Glenn Insurance, Inc February 2006 - Present
New Jersey Army National Guard July 2014 - Present
MetLife Financial Services March 2004 - February 2006
Seaview Marriott Resort June 1996 - March 2004
Skills
Employee Benefits, Consumer Directed..., Health Insurance, Dental Insurance, Life Insurance, Disability Insurance, Health Savings Accounts, Health Reimbursement..., Long Term Care, Term Life Insurance, Healthcare, Insurance, Group Benefits, Benefits Administration, Small Business, Medicare, Claim, COBRA, Accident, Brokers, Underwriting, Retirement Planning, Leadership, Open Enrollment, Long-term Care, Dentistry, Team Building, Consumer Healthcare, Group Insurance, Property & Casualty..., Customer Service, Fixed Annuities, Strategic Planning, Sales, Management, Account Management, New Business Development, Marketing, Training, Marketing Strategy
Education
Richard Stockton College of New Jersey 1997 — 2002
BS, Computer Science
Absegami 1993 — 1997
Glenn Insurance, Inc February 2006 - Present
New Jersey Army National Guard July 2014 - Present
MetLife Financial Services March 2004 - February 2006
Seaview Marriott Resort June 1996 - March 2004
Skills
Employee Benefits, Consumer Directed..., Health Insurance, Dental Insurance, Life Insurance, Disability Insurance, Health Savings Accounts, Health Reimbursement..., Long Term Care, Term Life Insurance, Healthcare, Insurance, Group Benefits, Benefits Administration, Small Business, Medicare, Claim, COBRA, Accident, Brokers, Underwriting, Retirement Planning, Leadership, Open Enrollment, Long-term Care, Dentistry, Team Building, Consumer Healthcare, Group Insurance, Property & Casualty..., Customer Service, Fixed Annuities, Strategic Planning, Sales, Management, Account Management, New Business Development, Marketing, Training, Marketing Strategy
Education
Richard Stockton College of New Jersey 1997 — 2002
BS, Computer Science
Absegami 1993 — 1997
Zach Parkinson Zach Parkinson's Metlife Financial Services Experience June 2010 - July 2010
Job Legislative Assistant at U.S. House of Representatives
Industry Political Organization
Experience
U.S. House of Representatives Legislative AssistantU.S. House of RepresentativesApril 2015 - Present
U.S. House of Representatives January 2015 - March 2015
U.S. House of Representatives January 2014 - December 2014
U.S. House of Representatives February 2013 - January 2014
The Office of Congressman Diane Black October 2012 - February 2013
U.S. House of Representatives September 2011 - December 2011
Hopkins Hillel September 2008 - May 2011
MetLife Financial Services June 2010 - July 2010
Samuel James Ltd. June 2008 - August 2008
Baltimore Research June 2005 - August 2005
Skills
OneNote, French, Intranet Quorum, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, International Relations, Public Speaking, Legislative Relations, Political Campaigns
Education
The Johns Hopkins University 2007 — 2011
BA, International Studies (Concentration in International Economics)
Gilman School 2000 — 2007
High School Diploma
U.S. House of Representatives Legislative AssistantU.S. House of RepresentativesApril 2015 - Present
U.S. House of Representatives January 2015 - March 2015
U.S. House of Representatives January 2014 - December 2014
U.S. House of Representatives February 2013 - January 2014
The Office of Congressman Diane Black October 2012 - February 2013
U.S. House of Representatives September 2011 - December 2011
Hopkins Hillel September 2008 - May 2011
MetLife Financial Services June 2010 - July 2010
Samuel James Ltd. June 2008 - August 2008
Baltimore Research June 2005 - August 2005
Skills
OneNote, French, Intranet Quorum, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, International Relations, Public Speaking, Legislative Relations, Political Campaigns
Education
The Johns Hopkins University 2007 — 2011
BA, International Studies (Concentration in International Economics)
Gilman School 2000 — 2007
High School Diploma
Rebecca Nalley Bryant's Metlife Financial Services Experience June 2003 - March 2006
Job Liberty Mutual Auto, Home and Life Insurance
Industry Insurance
Experience
Liberty Mutual Insurance April 2008 - Present
KSOA 2005 - Present
Kosair Children's Hospital June 2012 - March 2015
Francis & Company Insurance March 2007 - April 2008
MetLife Financial Services June 2003 - March 2006
Skills
Life Insurance, Commercial Insurance, Health Insurance, Insurance, Small Business, Customer Service, Employee Benefits, Fixed Annuities, Sales, Budgets, Team Building, Process Improvement, New Business Development, Retirement, Leadership, Management, Property & Casualty..., Term Life Insurance
Education
University of Louisville
Liberty Mutual Insurance April 2008 - Present
KSOA 2005 - Present
Kosair Children's Hospital June 2012 - March 2015
Francis & Company Insurance March 2007 - April 2008
MetLife Financial Services June 2003 - March 2006
Skills
Life Insurance, Commercial Insurance, Health Insurance, Insurance, Small Business, Customer Service, Employee Benefits, Fixed Annuities, Sales, Budgets, Team Building, Process Improvement, New Business Development, Retirement, Leadership, Management, Property & Casualty..., Term Life Insurance
Education
University of Louisville
John Rappoccio John Rappoccio's Metlife Financial Services Experience January 1998 - January 2000
Job President at Shelf Sergeant
Industry Construction
Experience
SHELF SERGEANT, LLC 2010 - Present
LAKELAND SURVEYING 2004 - 2010
CORPORATE EXPRESS January 2000 - January 2004
METLIFE FINANCIAL SERVICES January 1998 - January 2000
ERNST & YOUNG INTERNATIONAL January 1995 - January 1998
YOUNG & RUBICAM January 1992 - January 1995
Skills
Sales, New Business Development, Account Management, Negotiation, Forecasting, Contract Negotiation, Budgets, Cold Calling, Customer Service, Sales Management, Sales Process, Inventory Management, Selling, Direct Sales, Strategic Planning, Salesforce.com, Pricing, Solution Selling, B2B, Purchasing
Education
University of Delaware 1986 — 1990
Bachelor of Science (BS), Accounting
SHELF SERGEANT, LLC 2010 - Present
LAKELAND SURVEYING 2004 - 2010
CORPORATE EXPRESS January 2000 - January 2004
METLIFE FINANCIAL SERVICES January 1998 - January 2000
ERNST & YOUNG INTERNATIONAL January 1995 - January 1998
YOUNG & RUBICAM January 1992 - January 1995
Skills
Sales, New Business Development, Account Management, Negotiation, Forecasting, Contract Negotiation, Budgets, Cold Calling, Customer Service, Sales Management, Sales Process, Inventory Management, Selling, Direct Sales, Strategic Planning, Salesforce.com, Pricing, Solution Selling, B2B, Purchasing
Education
University of Delaware 1986 — 1990
Bachelor of Science (BS), Accounting
Thomas Tyson Thomas Tyson's Metlife Financial Services Experience March 2006 - April 2008
Job Account Manager at Winston Benefits Inc
Industry Information Technology and Services
Experience
Winston Benefits Inc April 2015 - Present
Winston Benefits Inc March 2013 - Present
DefinedLogic July 2010 - February 2013
Aon Risk Services March 2009 - May 2010
Dominick & Dominick LLC April 2008 - March 2009
MetLife Financial Services March 2006 - April 2008
Skills
Marketing, Facebook, Time Management, Microsoft Excel, Business Analysis, Agile Methodologies, Business Requirements, Analysis, CRM, Customer Service, Insurance, Process Improvement, Requirements Analysis, Risk Management, Sales, Software Development, Visio, Testing, Vendor Management, Project Management, SDLC, Business Process..., Requirements Gathering, Integration, Software Project..., Program Management, Databases, Account Management, Microsoft Office, Software Documentation, Business Process, Microsoft Word, IT Strategy, Strategy, Financial Services, Management, Product Management, Business Intelligence, Analytics, Team Building, Strategic Planning, Project Planning, Change Management
Education
Towson University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Winston Benefits Inc April 2015 - Present
Winston Benefits Inc March 2013 - Present
DefinedLogic July 2010 - February 2013
Aon Risk Services March 2009 - May 2010
Dominick & Dominick LLC April 2008 - March 2009
MetLife Financial Services March 2006 - April 2008
Skills
Marketing, Facebook, Time Management, Microsoft Excel, Business Analysis, Agile Methodologies, Business Requirements, Analysis, CRM, Customer Service, Insurance, Process Improvement, Requirements Analysis, Risk Management, Sales, Software Development, Visio, Testing, Vendor Management, Project Management, SDLC, Business Process..., Requirements Gathering, Integration, Software Project..., Program Management, Databases, Account Management, Microsoft Office, Software Documentation, Business Process, Microsoft Word, IT Strategy, Strategy, Financial Services, Management, Product Management, Business Intelligence, Analytics, Team Building, Strategic Planning, Project Planning, Change Management
Education
Towson University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cory Johnson, CLU Cory Johnson, CLU's Metlife Financial Services Experience January 2011 - November 2012
Job Compliance Training & Process Management Officer at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2014 - Present
Robert W. Baird & Co. January 2013 - Present
MetLife Financial Services January 2011 - November 2012
The Schwertfeger Group October 2009 - January 2011
The Holter Financial Group October 2008 - October 2009
Holter Financial Group January 2008 - October 2008
The Schwertfeger Financial Group July 1999 - January 2008
The Schwertfeger Financial Group July 2000 - November 2003
The Schwertfeger Financial Group June 1997 - July 2000
The Schwertfeger Financial Group August 1991 - December 1996
Skills
Sales Skills Training, Group Presentations, Presentation Coaching, Securities, Supervisory Skills, Compliance, Insurance, Public Speaking, Series 7, Investments, Fundraising, Mentoring, Coaching, Event Planning, PowerPoint, Long Term Care, Disability Insurance, Retirement, Smartboard, Long-term Care, Financial Services, Training, Marketing Strategy, CRM, Fixed Annuities, Strategy, Recruiting, Series 63, Sales, Finance, 401k, Life Insurance, Financial Advisory, Mutual Funds, Management, IRAs, Series 6, Marketing, Investment Advisory, Series 24, Uniform Combined State..., Estate Planning
Education
The American College 2006 — 2010
CLU, Insurance and Planning
Marquette University, College of Communication 1995 — 1997
M.A, Communications
Marquette University, College of Communication 1993 — 1994
B.A, Journalism
Whitefish Bay Highschool 1977 — 1981
Diploma, General Studies
Robert W. Baird & Co. October 2014 - Present
Robert W. Baird & Co. January 2013 - Present
MetLife Financial Services January 2011 - November 2012
The Schwertfeger Group October 2009 - January 2011
The Holter Financial Group October 2008 - October 2009
Holter Financial Group January 2008 - October 2008
The Schwertfeger Financial Group July 1999 - January 2008
The Schwertfeger Financial Group July 2000 - November 2003
The Schwertfeger Financial Group June 1997 - July 2000
The Schwertfeger Financial Group August 1991 - December 1996
Skills
Sales Skills Training, Group Presentations, Presentation Coaching, Securities, Supervisory Skills, Compliance, Insurance, Public Speaking, Series 7, Investments, Fundraising, Mentoring, Coaching, Event Planning, PowerPoint, Long Term Care, Disability Insurance, Retirement, Smartboard, Long-term Care, Financial Services, Training, Marketing Strategy, CRM, Fixed Annuities, Strategy, Recruiting, Series 63, Sales, Finance, 401k, Life Insurance, Financial Advisory, Mutual Funds, Management, IRAs, Series 6, Marketing, Investment Advisory, Series 24, Uniform Combined State..., Estate Planning
Education
The American College 2006 — 2010
CLU, Insurance and Planning
Marquette University, College of Communication 1995 — 1997
M.A, Communications
Marquette University, College of Communication 1993 — 1994
B.A, Journalism
Whitefish Bay Highschool 1977 — 1981
Diploma, General Studies
Christopher G. Werner Christopher G. Werner's Metlife Financial Services Experience 2005 - 2006
Job Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services October 2014 - Present
Northwestern Mutual August 2013 - October 2014
Ameriprise Financial 2006 - August 2013
MetLife Financial Services 2005 - 2006
Education
SUNY Empire State College
Bachelor of Science (B.S.), Finance
Edelman Financial Services October 2014 - Present
Northwestern Mutual August 2013 - October 2014
Ameriprise Financial 2006 - August 2013
MetLife Financial Services 2005 - 2006
Education
SUNY Empire State College
Bachelor of Science (B.S.), Finance
Virginia (Linda) Feng Virginia (Linda) Feng's Metlife Financial Services Experience September 2009 - January 2010
Job Design Project Manager at Palantir Technologies
Industry Information Technology and Services
Experience
Palantir Technologies April 2015 - Present
Palantir Technologies January 2013 - March 2015
Palantir Technologies September 2011 - January 2013
Google May 2010 - September 2011
Google January 2010 - May 2010
MetLife Financial Services September 2009 - January 2010
Cleantech Group May 2009 - August 2009
Skills
Applicant Tracking..., Technical Recruiting, College Recruiting, Talent Acquisition, Internet Recruiting, Screening Resumes, Human Resources, Search, Sourcing, Onboarding, Recruiting, Start-ups
Education
University of California, Berkeley 2006 — 2010
BA, Economics, Psychology
Palantir Technologies April 2015 - Present
Palantir Technologies January 2013 - March 2015
Palantir Technologies September 2011 - January 2013
Google May 2010 - September 2011
Google January 2010 - May 2010
MetLife Financial Services September 2009 - January 2010
Cleantech Group May 2009 - August 2009
Skills
Applicant Tracking..., Technical Recruiting, College Recruiting, Talent Acquisition, Internet Recruiting, Screening Resumes, Human Resources, Search, Sourcing, Onboarding, Recruiting, Start-ups
Education
University of California, Berkeley 2006 — 2010
BA, Economics, Psychology
Suzanne Lazarek Suzanne Lazarek's Metlife Financial Services Experience 1999 - 2001
Job Administrative Coordinator at Carolina Courtworks
Industry Construction
Experience
Carolina Courtworks July 2015 - Present
Highland Capital Brokerage September 2009 - October 2014
Phoenix Life Insurance Company 2005 - August 2009
Southmark Consulting, LLC 2001 - 2005
MetLife Financial Services 1999 - 2001
Lincoln Financial Advisors 1989 - 1999
Skills
Insurance, Underwriting, Long-term Care, Life Insurance, Fixed Annuities, Brokers, Disability Insurance, Financial Services, Team Building, Organization Skills
Education
State University of New York College at Oswego 1985 — 1988
Carolina Courtworks July 2015 - Present
Highland Capital Brokerage September 2009 - October 2014
Phoenix Life Insurance Company 2005 - August 2009
Southmark Consulting, LLC 2001 - 2005
MetLife Financial Services 1999 - 2001
Lincoln Financial Advisors 1989 - 1999
Skills
Insurance, Underwriting, Long-term Care, Life Insurance, Fixed Annuities, Brokers, Disability Insurance, Financial Services, Team Building, Organization Skills
Education
State University of New York College at Oswego 1985 — 1988
Sungmin Sophie Cho Sungmin Sophie Cho's Metlife Financial Services Experience October 2009 - June 2010
Job Actuarial Associate III at Health Net
Industry Insurance
Experience
Health Net August 2015 - Present
Independence Blue Cross February 2012 - June 2015
FCE Benefit Administrators June 2010 - February 2012
MetLife Financial Services October 2009 - June 2010
Willis July 2009 - August 2009
Hyundai Marine & Fire Insurance June 2007 - July 2007
Skills
Health Insurance, Insurance, Risk Management, Actuarial Science, Actuaries, Reinsurance, Microsoft Excel, Analysis
Education
University of California, Berkeley 2006 — 2010
Health Net August 2015 - Present
Independence Blue Cross February 2012 - June 2015
FCE Benefit Administrators June 2010 - February 2012
MetLife Financial Services October 2009 - June 2010
Willis July 2009 - August 2009
Hyundai Marine & Fire Insurance June 2007 - July 2007
Skills
Health Insurance, Insurance, Risk Management, Actuarial Science, Actuaries, Reinsurance, Microsoft Excel, Analysis
Education
University of California, Berkeley 2006 — 2010
Salvatore Spagnuolo Salvatore Spagnuolo's Metlife Financial Services Experience July 2002 - April 2004
Job Allstate Agency Owner at Spagnuolo Agency
Industry Insurance
Experience
Spagnuolo Agency April 2015 - Present
MassMutual Financial Group May 2014 - January 2015
Allstate Financial April 2004 - April 2014
MetLife Financial Services July 2002 - April 2004
Skills
Fixed Annuities, Life Insurance, Insurance, Disability Insurance, IRAs, Retirement Planning, Retirement, Term Life Insurance, Estate Planning, Health Insurance, Whole Life, Underwriting, Long Term Care Insurance, Recruiting, Property, auto insurance, Homeowners, condo/coop, Umbrella Insurance, 401k
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
B.A., Finance
Spagnuolo Agency April 2015 - Present
MassMutual Financial Group May 2014 - January 2015
Allstate Financial April 2004 - April 2014
MetLife Financial Services July 2002 - April 2004
Skills
Fixed Annuities, Life Insurance, Insurance, Disability Insurance, IRAs, Retirement Planning, Retirement, Term Life Insurance, Estate Planning, Health Insurance, Whole Life, Underwriting, Long Term Care Insurance, Recruiting, Property, auto insurance, Homeowners, condo/coop, Umbrella Insurance, 401k
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
B.A., Finance
Cheryl Klekar Cheryl Klekar's Metlife Financial Services Experience January 2000 - July 2001
Job Office Manager Executive Business Partner at Klekar Construction & Painting
Industry Financial Services
Experience
Klekar Construction & Painting January 2011 - Present
MetLife November 2007 - January 2011
AMERIPRISE FINANCIAL SERVICES September 2005 - November 2007
FSC SECURITIES CORPORATION April 2003 - September 2003
Stahlschmidt Financial Group August 2001 - May 2003
METLIFE FINANCIAL SERVICES January 2000 - July 2001
Education
EdX - Online University 2013 — 2013
Ongoing Classes, Varied Subjects
St. Lawrence University 1981 — 1985
B.S., Psychology, Government, English
Klekar Construction & Painting January 2011 - Present
MetLife November 2007 - January 2011
AMERIPRISE FINANCIAL SERVICES September 2005 - November 2007
FSC SECURITIES CORPORATION April 2003 - September 2003
Stahlschmidt Financial Group August 2001 - May 2003
METLIFE FINANCIAL SERVICES January 2000 - July 2001
Education
EdX - Online University 2013 — 2013
Ongoing Classes, Varied Subjects
St. Lawrence University 1981 — 1985
B.S., Psychology, Government, English
Bryan Urquidez Bryan Urquidez's Metlife Financial Services Experience January 2008 - October 2009
Job Retired
Industry Financial Services
Experience
Benefits Communications Network July 2011 - April 2012
Waddell & Reed February 2011 - June 2011
Principal Financial Group November 2009 - May 2010
MetLife Financial Services January 2008 - October 2009
Placer County May 1994 - September 2007
Skills
Insurance, Uniform Combined State...
Education
University of California, Davis 1988 — 1991
BA, Political Science
Hartnell College 1985 — 1988
AA, Administration of Justice
Benefits Communications Network July 2011 - April 2012
Waddell & Reed February 2011 - June 2011
Principal Financial Group November 2009 - May 2010
MetLife Financial Services January 2008 - October 2009
Placer County May 1994 - September 2007
Skills
Insurance, Uniform Combined State...
Education
University of California, Davis 1988 — 1991
BA, Political Science
Hartnell College 1985 — 1988
AA, Administration of Justice
S. Chris Clausen S. Chris Clausen's Metlife Financial Services Experience October 2002 - April 2004
Job RVPNB Signature
Industry Financial Services
Experience
Highland Capital Brokerage August 2015 - Present
NB Signature June 2013 - Present
Highland Capital Brokerage November 2011 - June 2013
DMR Advisors Marketing January 2009 - November 2011
J.Edward Financial Services December 2007 - October 2010
Florida Tax Advisory Group FTAG April 2004 - December 2007
MetLife Financial Services October 2002 - April 2004
Skills
Retirement Planning, Fixed Annuities, Insurance, Life Insurance, Estate Planning, Financial Services, Investments, Long-term Care, Marketing, Mutual Funds, Retirement, Sales, Wealth Management
Education
St. Petersburg College 2005 — 2007
AA, Business
St. Petersburg College
BS, Banking
Highland Capital Brokerage August 2015 - Present
NB Signature June 2013 - Present
Highland Capital Brokerage November 2011 - June 2013
DMR Advisors Marketing January 2009 - November 2011
J.Edward Financial Services December 2007 - October 2010
Florida Tax Advisory Group FTAG April 2004 - December 2007
MetLife Financial Services October 2002 - April 2004
Skills
Retirement Planning, Fixed Annuities, Insurance, Life Insurance, Estate Planning, Financial Services, Investments, Long-term Care, Marketing, Mutual Funds, Retirement, Sales, Wealth Management
Education
St. Petersburg College 2005 — 2007
AA, Business
St. Petersburg College
BS, Banking
Derek Holloway Derek Holloway's Metlife Financial Services Experience January 2000 - January 2002
Job Sales Consultant at Ryland Homes
Industry Real Estate
Experience
Ryland Homes September 2011 - Present
DR Horton September 2011 - March 2012
Sihle Insurance Group April 2010 - March 2011
Maronda Homes January 2007 - April 2010
Paytas Homes Inc 2004 - 2007
Farm Bureau Financial Services 2002 - 2004
MetLife Financial Services January 2000 - January 2002
Hops Grill & Microbrewery January 1994 - January 2000
Skills
Personal Lines..., Real Estate, Residential Homes, New Home Sales, Sellers
Education
Tallahassee Community College
None, Undergraduate Studies
Leon High School 1984 — 1988
High School
Ryland Homes September 2011 - Present
DR Horton September 2011 - March 2012
Sihle Insurance Group April 2010 - March 2011
Maronda Homes January 2007 - April 2010
Paytas Homes Inc 2004 - 2007
Farm Bureau Financial Services 2002 - 2004
MetLife Financial Services January 2000 - January 2002
Hops Grill & Microbrewery January 1994 - January 2000
Skills
Personal Lines..., Real Estate, Residential Homes, New Home Sales, Sellers
Education
Tallahassee Community College
None, Undergraduate Studies
Leon High School 1984 — 1988
High School
Michael Tuazon Michael Tuazon's Metlife Financial Services Experience July 2004 - April 2009
Job Operations at Brokerage Company
Industry Financial Services
Experience
Brokerage Company March 2013 - Present
Morgan Stanley Wealth Management April 2011 - March 2013
Decision Tree Financial April 2009 - April 2011
MetLife Financial Services July 2004 - April 2009
AP Financial March 2004 - July 2004
Axios Entertainment July 1999 - December 2003
Check Printers November 2001 - November 2002
Xantus August 2001 - November 2001
Oracle January 1999 - April 1999
Geotek Communication April 1996 - December 1998
Education
University of Florida
Bachelors, Economics
Brokerage Company March 2013 - Present
Morgan Stanley Wealth Management April 2011 - March 2013
Decision Tree Financial April 2009 - April 2011
MetLife Financial Services July 2004 - April 2009
AP Financial March 2004 - July 2004
Axios Entertainment July 1999 - December 2003
Check Printers November 2001 - November 2002
Xantus August 2001 - November 2001
Oracle January 1999 - April 1999
Geotek Communication April 1996 - December 1998
Education
University of Florida
Bachelors, Economics
Jay Abramowitz Jay Abramowitz's Metlife Financial Services Experience 2003 - 2006
Job President at Pearl Benefits Group, Inc.
Industry Insurance
Experience
Pearl Benefits Group, Inc. PresidentPearl Benefits Group, Inc.January 1997 - Present
MetLife Financial Services 2003 - 2006
Education
University of Florida 1985 — 1989
BS, Business Administration
Pearl Benefits Group, Inc. PresidentPearl Benefits Group, Inc.January 1997 - Present
MetLife Financial Services 2003 - 2006
Education
University of Florida 1985 — 1989
BS, Business Administration
Carlo Alcala Carlo Alcala's Metlife Financial Services Experience July 2006 - October 2008
Job Analyst Gross Margin Performance Management at Direct. Energy
Industry Insurance
Experience
Direct Energy October 2014 - Present
Direct Energy October 2012 - October 2014
Lockton Companies September 2009 - October 2012
JPMorgan Chase October 2008 - September 2009
MetLife Financial Services July 2006 - October 2008
Skills
Investments, Underwriting, Financial Analysis, Insurance, Risk Management
Education
University of Houston, C.T. Bauer College of Business 2011 — 2014
Masters of Business Administration
University of Houston, C.T. Bauer College of Business 2004 — 2007
Bachelor of Business Administration, Finance
Direct Energy October 2014 - Present
Direct Energy October 2012 - October 2014
Lockton Companies September 2009 - October 2012
JPMorgan Chase October 2008 - September 2009
MetLife Financial Services July 2006 - October 2008
Skills
Investments, Underwriting, Financial Analysis, Insurance, Risk Management
Education
University of Houston, C.T. Bauer College of Business 2011 — 2014
Masters of Business Administration
University of Houston, C.T. Bauer College of Business 2004 — 2007
Bachelor of Business Administration, Finance
Jeff Pfeiffer Jeff Pfeiffer's Metlife Financial Services Experience 1996 - 2005
Job Retirement Planner at Lucey Wealth Advisors
Industry Financial Services
Experience
Lucey Wealth Advisors June 2015 - Present
AAA NCNU November 2009 - June 2015
NAA Life May 2009 - July 2009
Allstate Financial March 2005 - December 2008
MetLife Financial Services 1996 - 2005
Education
University of California, Santa Barbara 1974 — 1978
BA, Business Economics
Lucey Wealth Advisors June 2015 - Present
AAA NCNU November 2009 - June 2015
NAA Life May 2009 - July 2009
Allstate Financial March 2005 - December 2008
MetLife Financial Services 1996 - 2005
Education
University of California, Santa Barbara 1974 — 1978
BA, Business Economics
Thiyagarajan Ganesh Ganesan Thiyagarajan Ganesh Ganesan's Metlife Financial Services Experience October 2009 - October 2011
Job Transformation Lead at CNO Financials
Industry Computer Software
Experience
CNO Financials March 2015 - Present
MassMutual April 2013 - March 2015
MassMutual Financial Group April 2012 - March 2013
MassMutual February 2012 - April 2012
Cisco Systems December 2011 - January 2012
Belk September 2011 - November 2011
MetLife Financial Services October 2009 - October 2011
MetLife December 2008 - June 2009
Cognizant Technology Solutions June 2006 - November 2008
Cognizant Technology Solutions November 2006 - March 2007
Skills
Project Management, Team Leadership, Software Project..., ITIL, Risk Assessment, PMP, ITIL Certified
Education
Madras University 1995 — 1999
BE, Mechanical
CNO Financials March 2015 - Present
MassMutual April 2013 - March 2015
MassMutual Financial Group April 2012 - March 2013
MassMutual February 2012 - April 2012
Cisco Systems December 2011 - January 2012
Belk September 2011 - November 2011
MetLife Financial Services October 2009 - October 2011
MetLife December 2008 - June 2009
Cognizant Technology Solutions June 2006 - November 2008
Cognizant Technology Solutions November 2006 - March 2007
Skills
Project Management, Team Leadership, Software Project..., ITIL, Risk Assessment, PMP, ITIL Certified
Education
Madras University 1995 — 1999
BE, Mechanical
Lucinda Tattersall's Metlife Financial Services Experience November 2009 - April 2013
Job Sales Consultant, Aramark
Industry Food & Beverages
Experience
Aramark Refreshment Services April 2013 - Present
MetLife Financial Services November 2009 - April 2013
The Baltimore Examiner August 2008 - March 2009
Elliott & Branagan Advertising September 2007 - August 2008
Thompson Automotive February 2006 - August 2007
Victorias Secret Stores January 2004 - January 2006
Education
Towson University 2004 — 2008
B.A; Degree, Mass Communications/Advertising
Institute of Notre Dame 1998 — 2002
Aramark Refreshment Services April 2013 - Present
MetLife Financial Services November 2009 - April 2013
The Baltimore Examiner August 2008 - March 2009
Elliott & Branagan Advertising September 2007 - August 2008
Thompson Automotive February 2006 - August 2007
Victorias Secret Stores January 2004 - January 2006
Education
Towson University 2004 — 2008
B.A; Degree, Mass Communications/Advertising
Institute of Notre Dame 1998 — 2002
Daniel Schaefer Daniel Schaefer's Metlife Financial Services Experience 2003 - 2005
Job Antitrust Attorney at Dickstein Shapiro LLP
Industry Law Practice
Experience
Dickstein Shapiro LLP November 2009 - Present
Doing Small Miracles for Others May 2010 - March 2012
National Center for Refugee and Immigrant Children 2009 - 2009
The Honorable Reggie Walton of the U.S. District Court for the District of Columbia 2008 - 2008
John Hancock Life Insurance Company (U.S.A.) 2005 - 2007
MetLife Financial Services 2003 - 2005
Skills
Litigation, Antitrust, Asylum Law, Civil Litigation, Financial Services, Immigration Law, Competition Law, Estate Planning, Appeals, Legal Issues, Corporate Law, Commercial Litigation, Arbitration
Education
The George Washington University Law School 2006 — 2009
Doctor of Law (J.D.)
University of Richmond 1999 — 2003
BSBA, Economics and International Business
Upper St. Clair HS
Upper St. Clair HS
Dickstein Shapiro LLP November 2009 - Present
Doing Small Miracles for Others May 2010 - March 2012
National Center for Refugee and Immigrant Children 2009 - 2009
The Honorable Reggie Walton of the U.S. District Court for the District of Columbia 2008 - 2008
John Hancock Life Insurance Company (U.S.A.) 2005 - 2007
MetLife Financial Services 2003 - 2005
Skills
Litigation, Antitrust, Asylum Law, Civil Litigation, Financial Services, Immigration Law, Competition Law, Estate Planning, Appeals, Legal Issues, Corporate Law, Commercial Litigation, Arbitration
Education
The George Washington University Law School 2006 — 2009
Doctor of Law (J.D.)
University of Richmond 1999 — 2003
BSBA, Economics and International Business
Upper St. Clair HS
Upper St. Clair HS
Matt Kem, ChFC®'s Metlife Financial Services Experience June 2007 - October 2009
Job Investment Advisor Representative Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities October 2009 - Present
MetLife Financial Services June 2007 - October 2009
MetLife May 2007 - October 2009
Kem Duguid & Associates 2005 - 2007
Skills
Mutual Funds, Insurance, Small Business, Financial Analysis, Wealth Management, Business Planning, Retirement, Financial Planning, Series 7, Fixed Annuities, Employee Benefits, Financial Services, 401k, Wealth Accumulation, Retirement Planning, Strategic Financial..., Estate Planning, Finance, Investments, Financial Advisory, Securities
Education
University of Kentucky 2000 — 2005
Bachelor of Science, Accounting
University of Kentucky 2000 — 2005
Bachelor of Science in Accounting, Accounting and Finance
Lincoln Financial Securities October 2009 - Present
MetLife Financial Services June 2007 - October 2009
MetLife May 2007 - October 2009
Kem Duguid & Associates 2005 - 2007
Skills
Mutual Funds, Insurance, Small Business, Financial Analysis, Wealth Management, Business Planning, Retirement, Financial Planning, Series 7, Fixed Annuities, Employee Benefits, Financial Services, 401k, Wealth Accumulation, Retirement Planning, Strategic Financial..., Estate Planning, Finance, Investments, Financial Advisory, Securities
Education
University of Kentucky 2000 — 2005
Bachelor of Science, Accounting
University of Kentucky 2000 — 2005
Bachelor of Science in Accounting, Accounting and Finance
Lee Ann Kendrick, SPHR Lee Ann Kendrick, SPHR's Metlife Financial Services Experience February 1992 - June 2001
Job Vice President, Human Resources
Industry Oil & Energy
Experience
Newpark Resources, Inc January 2012 - June 2014
Lloyd's Register January 2009 - January 2012
CGGVeritas August 2002 - January 2009
CGGVeritas February 2008 - September 2008
CGGVeritas July 2002 - August 2004
Resources Connection February 2001 - January 2002
MetLife Financial Services February 1992 - June 2001
Skills
Talent Management, Organizational..., Personnel Management, Succession Planning, Employee Benefits, HRIS, Strategy, Business Planning, Human Resources, Management, Compensation & Benefit, Leadership, Executive Management, Deferred Compensation, Employee Relations, Strategic Planning, Compensation & Benefits
Education
Southeast Missouri State University 1998 — 2001
BS, Mass Communication
Newpark Resources, Inc January 2012 - June 2014
Lloyd's Register January 2009 - January 2012
CGGVeritas August 2002 - January 2009
CGGVeritas February 2008 - September 2008
CGGVeritas July 2002 - August 2004
Resources Connection February 2001 - January 2002
MetLife Financial Services February 1992 - June 2001
Skills
Talent Management, Organizational..., Personnel Management, Succession Planning, Employee Benefits, HRIS, Strategy, Business Planning, Human Resources, Management, Compensation & Benefit, Leadership, Executive Management, Deferred Compensation, Employee Relations, Strategic Planning, Compensation & Benefits
Education
Southeast Missouri State University 1998 — 2001
BS, Mass Communication
Jeff Higgins's Metlife Financial Services Experience January 2003 - April 2007
Job Managing Partner at Partners Wealth Management
Industry Investment Management
Experience
Partners Wealth Management - Texas April 2007 - Present
MetLife Financial Services January 2003 - April 2007
AXA Advisors, LLC August 1992 - January 2003
Education
Certified Financial Planner Board of Standards 1998 — 1998
CFP, Financial Planning
The University of Texas at Austin 1988 — 1992
BA, English, Speech Communications
Churchill High School, San Antonio, TX 1984 — 1988
Partners Wealth Management - Texas April 2007 - Present
MetLife Financial Services January 2003 - April 2007
AXA Advisors, LLC August 1992 - January 2003
Education
Certified Financial Planner Board of Standards 1998 — 1998
CFP, Financial Planning
The University of Texas at Austin 1988 — 1992
BA, English, Speech Communications
Churchill High School, San Antonio, TX 1984 — 1988
Eric Marvin, CFP®, CRPC® Eric Marvin, CFP®, CRPC®'s Metlife Financial Services Experience January 2004 - December 2005
Job CEO & CoFounder at M&M Wealth Management, LLC
Industry Financial Services
Experience
M&M Wealth Management, LLC June 2014 - Present
J.P. Turner & Company, LLC March 2011 - June 2014
Merrill Lynch Wealth Management March 2006 - March 2011
MetLife Financial Services January 2004 - December 2005
Education
The University of Akron 2000 — 2004
Finance, Financial Planning
M&M Wealth Management, LLC June 2014 - Present
J.P. Turner & Company, LLC March 2011 - June 2014
Merrill Lynch Wealth Management March 2006 - March 2011
MetLife Financial Services January 2004 - December 2005
Education
The University of Akron 2000 — 2004
Finance, Financial Planning
Sean LaValle, CLF, LUTCF Sean LaValle, CLF, LUTCF's Metlife Financial Services Experience 2005 - 2008
Job Senior Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2008 - Present
MetLife Financial Services 2005 - 2008
CFM Advisors 2001 - 2005
Mutual Of New York 1998 - 2002
Prudential Financial August 1991 - May 1998
Education
The American College
New York Life Insurance Company December 2008 - Present
MetLife Financial Services 2005 - 2008
CFM Advisors 2001 - 2005
Mutual Of New York 1998 - 2002
Prudential Financial August 1991 - May 1998
Education
The American College
Spyros Krokidis's Metlife Financial Services Experience June 2001 - March 2004
Job VP, Branch Manager at Astoria Bank
Industry Banking
Experience
Astoria Bank November 2014 - Present
Citi December 2010 - November 2014
JPMorgan Chase March 2005 - December 2010
WaMu 2005 - 2008
MetLife Financial Services June 2001 - March 2004
Skills
Coaching, Mentoring, Banking, Small Business, Cross Selling, Small Business Lending, New Business Development, Sales Management, Team Management, Retail Banking, Strategic Planning, Mortgage, Credit, Customer Experience, Entrepreneurship, CRM, Finance, Mortgage Lending, Portfolio Management, Business Planning, Loans, Relationship Management, Consumer Lending, Commercial Lending, Credit Analysis, Branch Management, Customer Service, Asset Based Lending, Accounting, AML, Branch Banking, Commercial Mortgages, Mortgage Banking, Commercial Banking, Process Improvement, Business Development, Management, Risk Management, Investments, Financial Services, Sales, Financial Analysis, Loan Origination
Education
State University of New York at Stony Brook 1998 — 2001
Bachelor of Arts (B.A.), Economics
Stony Brook University 1996 — 2000
Econimics, Economics
Astoria Bank November 2014 - Present
Citi December 2010 - November 2014
JPMorgan Chase March 2005 - December 2010
WaMu 2005 - 2008
MetLife Financial Services June 2001 - March 2004
Skills
Coaching, Mentoring, Banking, Small Business, Cross Selling, Small Business Lending, New Business Development, Sales Management, Team Management, Retail Banking, Strategic Planning, Mortgage, Credit, Customer Experience, Entrepreneurship, CRM, Finance, Mortgage Lending, Portfolio Management, Business Planning, Loans, Relationship Management, Consumer Lending, Commercial Lending, Credit Analysis, Branch Management, Customer Service, Asset Based Lending, Accounting, AML, Branch Banking, Commercial Mortgages, Mortgage Banking, Commercial Banking, Process Improvement, Business Development, Management, Risk Management, Investments, Financial Services, Sales, Financial Analysis, Loan Origination
Education
State University of New York at Stony Brook 1998 — 2001
Bachelor of Arts (B.A.), Economics
Stony Brook University 1996 — 2000
Econimics, Economics
Alice Townzen Alice Townzen's Metlife Financial Services Experience 1995 - 2000
Job Partner/Owner at Joyce Factory Direct of St. Louis
Industry Nonprofit Organization Management
Experience
Joyce Factory Direct of St. Louis January 2012 - Present
SGSM Network November 2008 - December 2013
Wells Fargo Home Mortgage December 2010 - August 2011
Gateway Reverse Mortgage Group June 2009 - January 2011
Midwest Investments 2006 - 2010
Financial Freedom Senior Funding Corp., a subsidiary of IndyMac Bank 2000 - March 2009
Midwest Investments 1999 - 2002
Metlife Financial Services 1995 - 2000
Skills
Residential Mortgages, Reverse Mortgages, Sales Management, Mortgage Banking, Mortgage Lending, Training, Loan Origination, Sales, Selling, Small Business, Leadership, Loans, FHA, Underwriting, Investment Properties, Banking, Credit, Real Estate, Team Building, Recruiting, Refinance, Nonprofits, Business Planning, Retirement Planning, Marketing, Management, Executive Management, Finance, Insurance, Coaching, Strategic Planning, Networking, Fundraising
Education
Southern Illinois University, Carbondale 1999 — 2001
M.S., Ed, Workforce Education and Development
Southern Illinois University, Carbondale 1990 — 1994
B.S., Advanced Technical Studies
Southern Illinois University, Carbondale 1991 — 1993
AAS, Mortuary Science & Funeral Service
Joyce Factory Direct of St. Louis January 2012 - Present
SGSM Network November 2008 - December 2013
Wells Fargo Home Mortgage December 2010 - August 2011
Gateway Reverse Mortgage Group June 2009 - January 2011
Midwest Investments 2006 - 2010
Financial Freedom Senior Funding Corp., a subsidiary of IndyMac Bank 2000 - March 2009
Midwest Investments 1999 - 2002
Metlife Financial Services 1995 - 2000
Skills
Residential Mortgages, Reverse Mortgages, Sales Management, Mortgage Banking, Mortgage Lending, Training, Loan Origination, Sales, Selling, Small Business, Leadership, Loans, FHA, Underwriting, Investment Properties, Banking, Credit, Real Estate, Team Building, Recruiting, Refinance, Nonprofits, Business Planning, Retirement Planning, Marketing, Management, Executive Management, Finance, Insurance, Coaching, Strategic Planning, Networking, Fundraising
Education
Southern Illinois University, Carbondale 1999 — 2001
M.S., Ed, Workforce Education and Development
Southern Illinois University, Carbondale 1990 — 1994
B.S., Advanced Technical Studies
Southern Illinois University, Carbondale 1991 — 1993
AAS, Mortuary Science & Funeral Service
Joseph Sherman's Metlife Financial Services Experience December 2008 - June 2009
Job Juris Doctor (J.D.) Associate trainee Family Law/Divorce Litigation
Industry Law Practice
Experience
Atwood & Cherny, P. C. August 2015 - Present
Suffolk University Law School Family Advocacy Clinic September 2014 - May 2015
Houlihan, Kraft & Cardinal January 2014 - April 2015
Middlesex Probate Family Court June 2013 - August 2013
Brimmer and May April 2012 - June 2012
Yodle August 2010 - March 2012
MetLife Financial Services December 2008 - June 2009
Divine Capital Markets May 2008 - September 2008
Skills
Marketing, Integrated Marketing, Sales, Sales Management, Training, Web Marketing, Social Media Marketing, Social Media, Microsoft Office, Salesforce.com, Lead Generation, Management, Digital Marketing, Account Management, Microsoft Excel, Social Networking, Research, Public Speaking, Advertising, Leadership, Microsoft Word
Education
Suffolk Law School 2012 — 2015
Doctor of Law (JD), Family law, (divorce, custody, support, adoption), and general civil litigation
Yeshiva University 2007 — 2010
BS, Finance
Atwood & Cherny, P. C. August 2015 - Present
Suffolk University Law School Family Advocacy Clinic September 2014 - May 2015
Houlihan, Kraft & Cardinal January 2014 - April 2015
Middlesex Probate Family Court June 2013 - August 2013
Brimmer and May April 2012 - June 2012
Yodle August 2010 - March 2012
MetLife Financial Services December 2008 - June 2009
Divine Capital Markets May 2008 - September 2008
Skills
Marketing, Integrated Marketing, Sales, Sales Management, Training, Web Marketing, Social Media Marketing, Social Media, Microsoft Office, Salesforce.com, Lead Generation, Management, Digital Marketing, Account Management, Microsoft Excel, Social Networking, Research, Public Speaking, Advertising, Leadership, Microsoft Word
Education
Suffolk Law School 2012 — 2015
Doctor of Law (JD), Family law, (divorce, custody, support, adoption), and general civil litigation
Yeshiva University 2007 — 2010
BS, Finance
Dan Ruparel's Metlife Financial Services Experience July 2002 - August 2009
Job Retirement Income Specialist at Arrow Wealth Advisors
Industry Financial Services
Experience
Arrow Wealth Advisors April 2013 - Present
South Metro Denver Chamber of Commerce 1994 - Present
Colorado Financial Partners / LPL Financial April 2011 - April 2013
Wealth Concepts LLC / MassMutual September 2009 - April 2011
MetLife Financial Services July 2002 - August 2009
CricInfo.com 2001 - 2002
CBS Sportsline.com 1999 - 2000
Quark, Inc. 1998 - 1998
CMS, Inc. 1996 - 1998
CricketUSA, Inc. 1992 - 1996
Skills
Alternative Investments, International..., Investment Products, Investment Advisory, Investment Strategies, Wealth Management, Wealth Accumulation, Wealth Transfer, Private Wealth..., Wealth Building, Wealth Preservation..., Comprehensive Wealth..., Wealth Transfer Planning, Disability Insurance, Insurance Planning, Retirement Planning, Retirement Plans, Retirement Income..., Retirement Solutions, Retirement Plan..., Retirement Plan..., Financial Planning, Estate Planning, Succession Planning, Trust Services, Trust Management, Long Term Care, IRA's, Roth IRA, Annuities, Fixed Annuities, 401k, 401k Rollovers, 401 K Rollovers, Medicare Supplements, Medicare Part D, Business Planning, Group Benefits, Simple IRA, SEP IRA, Separately Managed..., Mutual Funds, 529 Plans, Educational Funding, College Savings Plans, Asset Allocation, Asset Management, Asset Protection, Employee Benefits, Financial Analysis
Education
University of Kentucky 1979 — 1984
BBA, Industrial Administration & Marketing Management
Kodai International School 1978 — 1979
High School Graduation Diploma, IB and general study
Greenlawns High School 1975 — 1977
ICSE, High School
Bombay International School 1964 — 1975
Walsingham School 1963 — 1964
Pre-KG
Arrow Wealth Advisors April 2013 - Present
South Metro Denver Chamber of Commerce 1994 - Present
Colorado Financial Partners / LPL Financial April 2011 - April 2013
Wealth Concepts LLC / MassMutual September 2009 - April 2011
MetLife Financial Services July 2002 - August 2009
CricInfo.com 2001 - 2002
CBS Sportsline.com 1999 - 2000
Quark, Inc. 1998 - 1998
CMS, Inc. 1996 - 1998
CricketUSA, Inc. 1992 - 1996
Skills
Alternative Investments, International..., Investment Products, Investment Advisory, Investment Strategies, Wealth Management, Wealth Accumulation, Wealth Transfer, Private Wealth..., Wealth Building, Wealth Preservation..., Comprehensive Wealth..., Wealth Transfer Planning, Disability Insurance, Insurance Planning, Retirement Planning, Retirement Plans, Retirement Income..., Retirement Solutions, Retirement Plan..., Retirement Plan..., Financial Planning, Estate Planning, Succession Planning, Trust Services, Trust Management, Long Term Care, IRA's, Roth IRA, Annuities, Fixed Annuities, 401k, 401k Rollovers, 401 K Rollovers, Medicare Supplements, Medicare Part D, Business Planning, Group Benefits, Simple IRA, SEP IRA, Separately Managed..., Mutual Funds, 529 Plans, Educational Funding, College Savings Plans, Asset Allocation, Asset Management, Asset Protection, Employee Benefits, Financial Analysis
Education
University of Kentucky 1979 — 1984
BBA, Industrial Administration & Marketing Management
Kodai International School 1978 — 1979
High School Graduation Diploma, IB and general study
Greenlawns High School 1975 — 1977
ICSE, High School
Bombay International School 1964 — 1975
Walsingham School 1963 — 1964
Pre-KG
Josh Lubig Josh Lubig's Metlife Financial Services Experience October 2004 - May 2008
Job Entrepeneur and Sales Professional
Industry Consumer Goods
Experience
JAL Enterprises June 2008 - Present
MetLife Financial Services October 2004 - May 2008
Galderma April 2001 - April 2004
Skills
Sales, Product Launch, Sales Operations, Sales Management
Education
University of Idaho 1995 — 2000
BS, Physical Education/Sport Science
JAL Enterprises June 2008 - Present
MetLife Financial Services October 2004 - May 2008
Galderma April 2001 - April 2004
Skills
Sales, Product Launch, Sales Operations, Sales Management
Education
University of Idaho 1995 — 2000
BS, Physical Education/Sport Science
Michelle Hairston, PMP, MBA Michelle Hairston, PMP, MBA's Metlife Financial Services Experience September 2005 - January 2007
Job Sr. Project Manager Technology Solutions at EMC
Industry Information Technology and Services
Experience
EMC October 2012 - Present
Dallas PMI Chapter Member 2010 - Present
Southwest Airlines March 2012 - August 2012
NBMBAA December 2008 - May 2012
Dell February 2011 - 2012
US Census Bureau January 2009 - May 2010
Dell January 2007 - March 2009
MetLife Financial Services September 2005 - January 2007
General Motors May 1998 - December 2006
Skills
Process Improvement, Program Management, Project Management, Strategic Planning, Cross-functional Team..., Business Analysis, Business Process..., Change Management, PMP, Team Building, Risk Management, Leadership, MS Project, Business Development, Management, Marketing, Strategic Partnerships, Strategy, Team Leadership, Training, Vendor Management, Management Consulting, Project Planning, Business Intelligence, Analysis, Business Process, Negotiation, SDLC
Education
St. Edward's University 2010 — 2010
Project Management, Agile and Integrated Project Management
Wayne State University 2001 — 2003
MBA, Masters in Project Mgmt and Business
University of Detroit Mercy 1994 — 1998
BS, Finance
EMC October 2012 - Present
Dallas PMI Chapter Member 2010 - Present
Southwest Airlines March 2012 - August 2012
NBMBAA December 2008 - May 2012
Dell February 2011 - 2012
US Census Bureau January 2009 - May 2010
Dell January 2007 - March 2009
MetLife Financial Services September 2005 - January 2007
General Motors May 1998 - December 2006
Skills
Process Improvement, Program Management, Project Management, Strategic Planning, Cross-functional Team..., Business Analysis, Business Process..., Change Management, PMP, Team Building, Risk Management, Leadership, MS Project, Business Development, Management, Marketing, Strategic Partnerships, Strategy, Team Leadership, Training, Vendor Management, Management Consulting, Project Planning, Business Intelligence, Analysis, Business Process, Negotiation, SDLC
Education
St. Edward's University 2010 — 2010
Project Management, Agile and Integrated Project Management
Wayne State University 2001 — 2003
MBA, Masters in Project Mgmt and Business
University of Detroit Mercy 1994 — 1998
BS, Finance
Yoel Y. Bodek Yoel Y. Bodek's Metlife Financial Services Experience August 2000 - February 2004
Job Founding President at Brokers Central LLC
Industry Financial Services
Experience
csbEnvision Annual Conference August 2011 - Present
Brokers Central LLC July 2009 - Present
Computer Sciences for the Blind 2008 - Present
Upstate Special Risk Services May 2008 - April 2009
Bodek & Company Insurance & Financial Services March 2004 - March 2008
New York Life February 2004 - March 2008
MetLife Financial Services August 2000 - February 2004
Skills
Disability Insurance, Long Term Care, Brokers, Annuities, Term Life Insurance, Financial Planning, Estate Planning, Employee Benefits, Retirement Planning, Underwriting, Succession Planning, Long-term Care, Strategic Financial..., Fixed Annuities, Whole Life, Retirement, Health Insurance, Life Insurance, Mutual Funds, Financial Planners, 401k, Universal Life, Long Term Care Insurance, IRAs, Investments, Insurance, Critical Illness, Wealth, Medicare, Wealth Accumulation, Wealth Management
Education
The American College 2005 — 2007
Completed CFP program
Yeshiva Sharrei Yosher
csbEnvision Annual Conference August 2011 - Present
Brokers Central LLC July 2009 - Present
Computer Sciences for the Blind 2008 - Present
Upstate Special Risk Services May 2008 - April 2009
Bodek & Company Insurance & Financial Services March 2004 - March 2008
New York Life February 2004 - March 2008
MetLife Financial Services August 2000 - February 2004
Skills
Disability Insurance, Long Term Care, Brokers, Annuities, Term Life Insurance, Financial Planning, Estate Planning, Employee Benefits, Retirement Planning, Underwriting, Succession Planning, Long-term Care, Strategic Financial..., Fixed Annuities, Whole Life, Retirement, Health Insurance, Life Insurance, Mutual Funds, Financial Planners, 401k, Universal Life, Long Term Care Insurance, IRAs, Investments, Insurance, Critical Illness, Wealth, Medicare, Wealth Accumulation, Wealth Management
Education
The American College 2005 — 2007
Completed CFP program
Yeshiva Sharrei Yosher
Johnson Lin Johnson Lin's Metlife Financial Services Experience December 2012 - January 2013
Job Box Office Cashier at Sub Board I Inc.
Industry Information Technology and Services
Experience
Sub Board I INC. February 2014 - May 2015
Brooklyn Chinese American Association June 2013 - August 2013
MetLife Financial Services December 2012 - January 2013
Baskin Robbins January 2010 - May 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Project Management, Leadership, Event Planning, Team Leadership
Education
University at Buffalo 2012 — 2015
Bachelor of Science (B.S.), Business Administration: Management Information Systems
Sub Board I INC. February 2014 - May 2015
Brooklyn Chinese American Association June 2013 - August 2013
MetLife Financial Services December 2012 - January 2013
Baskin Robbins January 2010 - May 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Project Management, Leadership, Event Planning, Team Leadership
Education
University at Buffalo 2012 — 2015
Bachelor of Science (B.S.), Business Administration: Management Information Systems
Shaun Brown, MBA CCP Shaun Brown, MBA CCP's Metlife Financial Services Experience February 2009 - September 2009
Job Senior Manager, HR Cloud Solutions at SuccessFactors
Industry Human Resources
Experience
SuccessFactors, an SAP Company October 2013 - Present
SuccessFactors, an SAP Company September 2009 - October 2013
MetLife Financial Services February 2009 - September 2009
Heyman Talent Agency 2003 - 2009
SuccessFactors July 2008 - November 2008
American Signature Inc February 2000 - July 2008
VOCA of America November 1996 - October 1999
VOCA Corporation 1996 - 1999
Banc One Services Corporation January 1993 - November 1996
Coopers & Lybrand June 1990 - January 1993
Skills
Talent Management, Performance Management, SDLC, Human Resources, Vendor Management, HRIS, Project Management, Management, HR Consulting, Employee Benefits, Leadership, HR Policies, Professional Services, Applicant Tracking..., Training, Business Analysis, Technical Recruiting, Workforce Planning, Program Management, Process Improvement, SuccessFactors, IT Service Management, Benefits Administration, Business Intelligence, Deferred Compensation, Personnel Management, Budgets, Cloud Computing, Change Management, Team Leadership, Salesforce.com, Succession Planning, Enterprise Software, Microsoft Excel, Leadership Development, Strategy, Team Building, Employee Engagement, CRM, Recruiting, Employee Relations, Talent Acquisition, Employee Training, Interviews, Sourcing, Strategic Planning, Organizational..., Consulting
Education
WorldAtWork 2003 — 2009
Certified Compensation Professional, Compensation
The Ohio State University Fisher College of Business 1989 — 1992
MBA, Human Resources
The Ohio State University 1982 — 1987
B.S., Computer Engineering
Utica 1979 — 1982
SuccessFactors, an SAP Company October 2013 - Present
SuccessFactors, an SAP Company September 2009 - October 2013
MetLife Financial Services February 2009 - September 2009
Heyman Talent Agency 2003 - 2009
SuccessFactors July 2008 - November 2008
American Signature Inc February 2000 - July 2008
VOCA of America November 1996 - October 1999
VOCA Corporation 1996 - 1999
Banc One Services Corporation January 1993 - November 1996
Coopers & Lybrand June 1990 - January 1993
Skills
Talent Management, Performance Management, SDLC, Human Resources, Vendor Management, HRIS, Project Management, Management, HR Consulting, Employee Benefits, Leadership, HR Policies, Professional Services, Applicant Tracking..., Training, Business Analysis, Technical Recruiting, Workforce Planning, Program Management, Process Improvement, SuccessFactors, IT Service Management, Benefits Administration, Business Intelligence, Deferred Compensation, Personnel Management, Budgets, Cloud Computing, Change Management, Team Leadership, Salesforce.com, Succession Planning, Enterprise Software, Microsoft Excel, Leadership Development, Strategy, Team Building, Employee Engagement, CRM, Recruiting, Employee Relations, Talent Acquisition, Employee Training, Interviews, Sourcing, Strategic Planning, Organizational..., Consulting
Education
WorldAtWork 2003 — 2009
Certified Compensation Professional, Compensation
The Ohio State University Fisher College of Business 1989 — 1992
MBA, Human Resources
The Ohio State University 1982 — 1987
B.S., Computer Engineering
Utica 1979 — 1982
Katrina Banche Katrina Banche's Metlife Financial Services Experience June 2009 - August 2009
Job Sr. Business Analytics Consultant
Industry Financial Services
Experience
PNC August 2015 - Present
Discover Financial Services March 2014 - August 2015
Discover Financial Services March 2013 - March 2014
Discover Financial Services November 2011 - March 2013
America's Floor Source December 2010 - November 2011
BMW Financial Services March 2010 - August 2010
MetLife Financial Services June 2009 - August 2009
The Ohio State University September 2007 - June 2009
Skills
Microsoft Excel, Teradata, Google Analytics, VBA, SQL, Microsoft Office, Social Media, Change Leadership, Highly Adaptive, Project Execution, Executive Reporting, Business Strategy, Analytics, Leadership, Workforce Management, Event Planning, Spanish, Statistics, Time Management, Negotiating, Capacity Planning, Lean Tools, Six Sigma, SEO, SEO copywriting, Report Writing, Corporate Finance, Process Improvement..., Executive Presentations, Process Improvement, Management, Project Management, Negotiation
Education
Ohio University 2012 — 2014
Master of Business Administration (MBA), Finance
The Ohio State University 2006 — 2009
B.A., Actuarial Science
PNC August 2015 - Present
Discover Financial Services March 2014 - August 2015
Discover Financial Services March 2013 - March 2014
Discover Financial Services November 2011 - March 2013
America's Floor Source December 2010 - November 2011
BMW Financial Services March 2010 - August 2010
MetLife Financial Services June 2009 - August 2009
The Ohio State University September 2007 - June 2009
Skills
Microsoft Excel, Teradata, Google Analytics, VBA, SQL, Microsoft Office, Social Media, Change Leadership, Highly Adaptive, Project Execution, Executive Reporting, Business Strategy, Analytics, Leadership, Workforce Management, Event Planning, Spanish, Statistics, Time Management, Negotiating, Capacity Planning, Lean Tools, Six Sigma, SEO, SEO copywriting, Report Writing, Corporate Finance, Process Improvement..., Executive Presentations, Process Improvement, Management, Project Management, Negotiation
Education
Ohio University 2012 — 2014
Master of Business Administration (MBA), Finance
The Ohio State University 2006 — 2009
B.A., Actuarial Science
Charlie Donaldson, MBA Charlie Donaldson, MBA's Metlife Financial Services Experience October 2005 - December 2006
Job Experienced College Funding Advisor ♣ Financial Planner ♣ Speaker ♣ Author ♣ Educator ♣ Entrepreneur ► Let's Connect!
Industry Higher Education
Experience
College Bound Coaching, LLC March 2012 - Present
Generational Wealth Management March 2012 - Present
Wilmington University August 2015 - Present
LegalShield August 2015 - Present
JPMorgan Private Bank December 2006 - March 2012
MetLife Financial Services October 2005 - December 2006
Legg Mason May 2006 - September 2006
Skills
Strategic Financial..., Financial Services, College Funding..., Retirement Income..., Creative Problem Solving, Public Speaking, Retirement Planning, Permanent Life Insurance, 401k Rollovers, IRAs, Individual Pension Plans, Equity Indexed Annuities, Whole Life, College Education..., Indexed Annuities, College Savings Plans, Retirement, Estate Planning, Roth IRA, Fixed Annuities, Financial Planning, Small Business, Financial Advisory, Investment Strategies, Finance, Banking, Financial Risk, Cash Management, 529 Plans, Mutual Funds, Investments, Life Insurance, Securities
Education
Wilmington University 2007 — 2009
MBA, Finance
Wilmington University 2004 — 2006
Bachelor of Science, Finance
University of Delaware 1998 — 2000
Bachelor of Science, Business Administration
College Bound Coaching, LLC March 2012 - Present
Generational Wealth Management March 2012 - Present
Wilmington University August 2015 - Present
LegalShield August 2015 - Present
JPMorgan Private Bank December 2006 - March 2012
MetLife Financial Services October 2005 - December 2006
Legg Mason May 2006 - September 2006
Skills
Strategic Financial..., Financial Services, College Funding..., Retirement Income..., Creative Problem Solving, Public Speaking, Retirement Planning, Permanent Life Insurance, 401k Rollovers, IRAs, Individual Pension Plans, Equity Indexed Annuities, Whole Life, College Education..., Indexed Annuities, College Savings Plans, Retirement, Estate Planning, Roth IRA, Fixed Annuities, Financial Planning, Small Business, Financial Advisory, Investment Strategies, Finance, Banking, Financial Risk, Cash Management, 529 Plans, Mutual Funds, Investments, Life Insurance, Securities
Education
Wilmington University 2007 — 2009
MBA, Finance
Wilmington University 2004 — 2006
Bachelor of Science, Finance
University of Delaware 1998 — 2000
Bachelor of Science, Business Administration
Jeff Kear Jeff Kear's Metlife Financial Services Experience 1997 - 2000
Job Founder, Planning Pod Online Event Management and Planning Software
Industry Computer Software
Experience
Planning Pod September 2009 - Present
Kear Stevens September 2001 - Present
McClain Finlon Advertising March 2001 - September 2001
The Exline Agency April 2000 - February 2001
MetLife Financial Services 1997 - 2000
Foster Wheeler Environmental 1994 - 1997
Walcoff and Associates 1993 - 1994
Skills
project management, Software Project..., business management, wedding planner software, wedding planning..., copywriting, SEO copywriting, business management..., project management..., online project manager, wedding planner, wedding planning, project management..., project management..., Brand Development, Online Branding, Creative Services, Creative Strategy, Advertising Copy, Brand Architecture, Brand Communication, Wedding Planning, Project Management, Copywriting, Integrated Marketing, Digital Marketing, Marketing Strategy, Social Media Marketing, Email Marketing, Competitive Analysis, Marketing Communications, Marketing Management, Facebook, Business Applications, Marketing, Content Strategy, Management, Entrepreneurship, CRM, Content Development, Event Planning, Graphic Design, Online Marketing, Strategy, SEO, Creative Direction, B2B Marketing, Corporate Branding, Interactive Marketing
Education
University of Maryland College Park 1991 — 1994
MA, English
The College of Wooster 1986 — 1990
BA, English
Riverdale High School 1982 — 1986
High School Diploma
Planning Pod September 2009 - Present
Kear Stevens September 2001 - Present
McClain Finlon Advertising March 2001 - September 2001
The Exline Agency April 2000 - February 2001
MetLife Financial Services 1997 - 2000
Foster Wheeler Environmental 1994 - 1997
Walcoff and Associates 1993 - 1994
Skills
project management, Software Project..., business management, wedding planner software, wedding planning..., copywriting, SEO copywriting, business management..., project management..., online project manager, wedding planner, wedding planning, project management..., project management..., Brand Development, Online Branding, Creative Services, Creative Strategy, Advertising Copy, Brand Architecture, Brand Communication, Wedding Planning, Project Management, Copywriting, Integrated Marketing, Digital Marketing, Marketing Strategy, Social Media Marketing, Email Marketing, Competitive Analysis, Marketing Communications, Marketing Management, Facebook, Business Applications, Marketing, Content Strategy, Management, Entrepreneurship, CRM, Content Development, Event Planning, Graphic Design, Online Marketing, Strategy, SEO, Creative Direction, B2B Marketing, Corporate Branding, Interactive Marketing
Education
University of Maryland College Park 1991 — 1994
MA, English
The College of Wooster 1986 — 1990
BA, English
Riverdale High School 1982 — 1986
High School Diploma
Dawn Sirois Dawn Sirois's Metlife Financial Services Experience January 2002 - January 2006
Job Principal Business Systems Analyst at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance February 2013 - Present
Liberty Mutual Insurance June 2010 - March 2013
Liberty Mutual Insurance June 2008 - May 2010
Liberty Mutual Insurance January 2006 - May 2008
MetLife Financial Services January 2002 - January 2006
Consorta Inc January 1999 - January 2000
Allstate January 1995 - January 1999
Skills
Business Analysis, Testing, Requirements Analysis, Requirements Gathering, Financial Services, Visio, Regression Testing, MS Excel Pivot Tables, Accounting, IT Solutions, New Business Development, Requirement..., Requirements Management, Test Management, Test Cases, MS Project, Microsoft Office, Problem Solving, Project Coordination, SAP ERP, SAP BW, SAP Netweaver, SAP BPC, Enterprise Data Modeling, RTC, Rational DOORS, ReqPro, User Interface Design, Use Case Analysis, Use Case, Business Process, Software Documentation, Process Improvement
Education
Suffolk County Community College 1991 — 1994
Associate of Science (A.S.), Accounting
Liberty Mutual Insurance February 2013 - Present
Liberty Mutual Insurance June 2010 - March 2013
Liberty Mutual Insurance June 2008 - May 2010
Liberty Mutual Insurance January 2006 - May 2008
MetLife Financial Services January 2002 - January 2006
Consorta Inc January 1999 - January 2000
Allstate January 1995 - January 1999
Skills
Business Analysis, Testing, Requirements Analysis, Requirements Gathering, Financial Services, Visio, Regression Testing, MS Excel Pivot Tables, Accounting, IT Solutions, New Business Development, Requirement..., Requirements Management, Test Management, Test Cases, MS Project, Microsoft Office, Problem Solving, Project Coordination, SAP ERP, SAP BW, SAP Netweaver, SAP BPC, Enterprise Data Modeling, RTC, Rational DOORS, ReqPro, User Interface Design, Use Case Analysis, Use Case, Business Process, Software Documentation, Process Improvement
Education
Suffolk County Community College 1991 — 1994
Associate of Science (A.S.), Accounting
Julie Gaglione Werkheiser Julie Gaglione Werkheiser's Metlife Financial Services Experience April 2009 - November 2009
Job Metro Educator Leadership Development/Curriculum Design at Whole Foods Market
Industry Professional Training & Coaching
Experience
Whole Foods Market January 2013 - Present
Whole Foods Market April 2011 - Present
deRamon & Company, CPA's November 2010 - November 2011
MetLife Financial Services April 2009 - November 2009
MetLife Financial Services December 1997 - April 2009
Allstate Insurance Company 1989 - 1998
Skills
Needs Analysis, Training, Coaching, Leadership, Team Building, Management, Customer Satisfaction, Consulting, Sales, Employee Benefits, Leadership Development, Strategy, Organizational..., Time Management, Captivate, Performance Management, Instructional Design, Employee Training, Public Speaking, Program Management, Budgets, Customer Service, Organizational..., Retail, Strategic Planning
Education
State University of New York College at Oneonta 1984 — 1988
Bachelor of Science, Elementary Education
State University of New York College at Oneonta
Whole Foods Market January 2013 - Present
Whole Foods Market April 2011 - Present
deRamon & Company, CPA's November 2010 - November 2011
MetLife Financial Services April 2009 - November 2009
MetLife Financial Services December 1997 - April 2009
Allstate Insurance Company 1989 - 1998
Skills
Needs Analysis, Training, Coaching, Leadership, Team Building, Management, Customer Satisfaction, Consulting, Sales, Employee Benefits, Leadership Development, Strategy, Organizational..., Time Management, Captivate, Performance Management, Instructional Design, Employee Training, Public Speaking, Program Management, Budgets, Customer Service, Organizational..., Retail, Strategic Planning
Education
State University of New York College at Oneonta 1984 — 1988
Bachelor of Science, Elementary Education
State University of New York College at Oneonta
Trish Martin Trish Martin's Metlife Financial Services Experience October 2000 - August 2003
Job Realtor at Keller Williams Elite
Industry Real Estate
Experience
Keller Williams Elite Realty September 2010 - Present
AT&T Mobility December 2005 - November 2009
MetLife Financial Services October 2000 - August 2003
Skills
Real Estate, First Time Home Buyers, Microsoft Office, REO, Buyer Representation, Sellers, New Home Sales, Relocation, Residential Homes, Sales, Investment Properties, Short Sales, Single Family Homes, Listings, Investors, Foreclosures, Referrals
Education
University of Central Oklahoma 1995 — 1999
Bachelor of Science, Human Enviromental Sciences
Keller Williams Elite Realty September 2010 - Present
AT&T Mobility December 2005 - November 2009
MetLife Financial Services October 2000 - August 2003
Skills
Real Estate, First Time Home Buyers, Microsoft Office, REO, Buyer Representation, Sellers, New Home Sales, Relocation, Residential Homes, Sales, Investment Properties, Short Sales, Single Family Homes, Listings, Investors, Foreclosures, Referrals
Education
University of Central Oklahoma 1995 — 1999
Bachelor of Science, Human Enviromental Sciences
John Montgomery, MBA John Montgomery, MBA's Metlife Financial Services Experience September 2002 - December 2008
Job Principal at Montgomery Joannou benefit Advisors
Industry Insurance
Experience
Montgomery Joannou benefit Advisors January 2012 - Present
John A. Montgomery, Employee Benefits Advisor January 2009 - January 2012
MetLife Financial Services September 2002 - December 2008
Skills
Benefits, Insurance, Health, Benefits Administration, Disability Insurance, Health Insurance, Employee Education, Dental, Strategic Planning, Term Life Insurance, Accident, Financial Planning, Long Term Care, Financial Analysis, Succession Planning, Excel, Microsoft Office, Employee Benefits, Strategic Financial..., Business Planning, Sales, Life Insurance, Health Savings Accounts, 401k, Fixed Annuities, Long Term Care Insurance, Retirement, Estate Planning, Whole Life, Medicare, Human Resources, COBRA, Workers Compensation, Long-term Care
Education
University of Central Florida - College of Business Administration 2000 — 2002
MBA, Finance
University of Central Florida - College of Business Administration 1982 — 1984
BSBA, Accounting
Montgomery Joannou benefit Advisors January 2012 - Present
John A. Montgomery, Employee Benefits Advisor January 2009 - January 2012
MetLife Financial Services September 2002 - December 2008
Skills
Benefits, Insurance, Health, Benefits Administration, Disability Insurance, Health Insurance, Employee Education, Dental, Strategic Planning, Term Life Insurance, Accident, Financial Planning, Long Term Care, Financial Analysis, Succession Planning, Excel, Microsoft Office, Employee Benefits, Strategic Financial..., Business Planning, Sales, Life Insurance, Health Savings Accounts, 401k, Fixed Annuities, Long Term Care Insurance, Retirement, Estate Planning, Whole Life, Medicare, Human Resources, COBRA, Workers Compensation, Long-term Care
Education
University of Central Florida - College of Business Administration 2000 — 2002
MBA, Finance
University of Central Florida - College of Business Administration 1982 — 1984
BSBA, Accounting
Melissa Brumley's Metlife Financial Services Experience April 2007 - October 2011
Job Owner at Saratoga Wine & Spirits
Industry Financial Services
Experience
Saratoga Wine & Spirits May 2012 - Present
MetLife Financial Services April 2007 - October 2011
Bear Stearns June 2002 - March 2007
Education
University at Albany, SUNY 1992 — 1998
BA/MA, Communications
Saratoga Wine & Spirits May 2012 - Present
MetLife Financial Services April 2007 - October 2011
Bear Stearns June 2002 - March 2007
Education
University at Albany, SUNY 1992 — 1998
BA/MA, Communications
Phil Gumo Phil Gumo's Metlife Financial Services Experience 2005 - 2008
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors November 2008 - Present
MetLife Financial Services 2005 - 2008
Aurora South Gold Messenger 1995 - 2005
US West Communications, Inc. 1985 - 1995
Education
University of Denver 1971 — 1975
Lynbrook High School 1968 — 1971
Ameriprise Financial Advisors November 2008 - Present
MetLife Financial Services 2005 - 2008
Aurora South Gold Messenger 1995 - 2005
US West Communications, Inc. 1985 - 1995
Education
University of Denver 1971 — 1975
Lynbrook High School 1968 — 1971
David M. Streit David M. Streit's Metlife Financial Services Experience January 2007 - July 2009
Job Director Project Management at The Fraser Financial Group LLP
Industry Financial Services
Experience
The Fraser Financial Group LLP October 2013 - Present
Patti's Way Chartiable Foundation January 2010 - Present
Single Family Office January 2012 - August 2013
LAPD Hollenbeck PAL 2011 - 2013
The Fraser Financial Group LLP June 2010 - January 2012
MetLife Financial Services January 2007 - July 2009
Freedom Financial Group July 2004 - December 2006
AXA Advisors September 1997 - July 2004
Skills
Retirement Planning, Estate Planning, Investments, Finance, Life Insurance, Personal Financial..., Training, Family Office, Sales Management, Operations Management, Team Management, Consultative Selling..., Creative Problem Solving, Client Relations Skills, Team Leadership, Grasp New Concepts..., Financial Services, Small Business, Management, Sales, Fixed Annuities, Retirement, Insurance, Leadership, Strategic Planning
Education
University of Florida 1973 — 1977
B.S., Business Management
The Fraser Financial Group LLP October 2013 - Present
Patti's Way Chartiable Foundation January 2010 - Present
Single Family Office January 2012 - August 2013
LAPD Hollenbeck PAL 2011 - 2013
The Fraser Financial Group LLP June 2010 - January 2012
MetLife Financial Services January 2007 - July 2009
Freedom Financial Group July 2004 - December 2006
AXA Advisors September 1997 - July 2004
Skills
Retirement Planning, Estate Planning, Investments, Finance, Life Insurance, Personal Financial..., Training, Family Office, Sales Management, Operations Management, Team Management, Consultative Selling..., Creative Problem Solving, Client Relations Skills, Team Leadership, Grasp New Concepts..., Financial Services, Small Business, Management, Sales, Fixed Annuities, Retirement, Insurance, Leadership, Strategic Planning
Education
University of Florida 1973 — 1977
B.S., Business Management
Daniel J. Higgins Daniel J. Higgins's Metlife Financial Services Experience May 2004 - October 2008
Job I am in the business of helping insurance professionals add productivity and profits to their bottom line.
Industry Financial Services
Experience
Fortress Brokerage Solutions September 2013 - Present
Legacy Partners of Georgia February 2011 - September 2013
Sterling Insurance, A Windsor Health Group Company March 2012 - May 2013
Bankers Life and Casualty March 2011 - March 2012
The Guardian Life Insurance Company September 2010 - February 2011
Penn Mutual October 2008 - September 2010
MetLife Financial Services May 2004 - October 2008
New York Life Insurance Company 2002 - 2004
Woodstock Financial Group, Inc. 1993 - 1995
Skills
Branch Management, Sales Recruitment, Sales Coach, Sales Management, Sales Improvement, Training/Mentoring, Wealth Management, Sales Team Training, Team Building, Call Center Development, Investment Strategies, Equity Trading, Insurance Planning, Financial Services, Medicare Supplements, Performance Improvement, Securities, Retirement Planning, Medicare, Financial Planning, Investments, Recruiting, Training, Strategic Financial..., Financial Planners, Sales, Insurance, Life Insurance, Long Term Care Insurance, Management Consulting, General Insurance, Term Life Insurance, Fixed Annuities, Executive Management, Business Development, Management, Selling, Risk Management, Sales Process, Coaching, Leadership, Cross-functional Team..., Employee Benefits, Disability Insurance, Long-term Care, Whole Life, Retirement, Finance
Education
The American College 2004 — 2010
CLU, ChFc & CFP
State University of New York at Oswego 1979 — 1984
BA, Political Science
Fortress Brokerage Solutions September 2013 - Present
Legacy Partners of Georgia February 2011 - September 2013
Sterling Insurance, A Windsor Health Group Company March 2012 - May 2013
Bankers Life and Casualty March 2011 - March 2012
The Guardian Life Insurance Company September 2010 - February 2011
Penn Mutual October 2008 - September 2010
MetLife Financial Services May 2004 - October 2008
New York Life Insurance Company 2002 - 2004
Woodstock Financial Group, Inc. 1993 - 1995
Skills
Branch Management, Sales Recruitment, Sales Coach, Sales Management, Sales Improvement, Training/Mentoring, Wealth Management, Sales Team Training, Team Building, Call Center Development, Investment Strategies, Equity Trading, Insurance Planning, Financial Services, Medicare Supplements, Performance Improvement, Securities, Retirement Planning, Medicare, Financial Planning, Investments, Recruiting, Training, Strategic Financial..., Financial Planners, Sales, Insurance, Life Insurance, Long Term Care Insurance, Management Consulting, General Insurance, Term Life Insurance, Fixed Annuities, Executive Management, Business Development, Management, Selling, Risk Management, Sales Process, Coaching, Leadership, Cross-functional Team..., Employee Benefits, Disability Insurance, Long-term Care, Whole Life, Retirement, Finance
Education
The American College 2004 — 2010
CLU, ChFc & CFP
State University of New York at Oswego 1979 — 1984
BA, Political Science
Yelena Kalmykov Yelena Kalmykov's Metlife Financial Services Experience 1999 - 2000
Job Assistant Vice President of Tax Administration at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company 2014 - Present
ALPS, A DST Company 2008 - 2014
ALPS, A DST Company 2007 - 2008
OppenheimerFunds, Inc 2005 - 2007
OppenheimerFunds, Inc 2003 - 2005
OppenheimerFunds, Inc 2000 - 2003
MetLife Financial Services 1999 - 2000
Skills
Finance, Tax, Mutual Funds, Financial Services
Education
University of Colorado Denver 2004 — 2006
Master of Business Administration (M.B.A.), MS in Finance
University of Colorado Denver 1995 — 1999
Bachelor’s Degree, Majors in International Business and Marketing and a minor in Economics
ALPS, A DST Company 2014 - Present
ALPS, A DST Company 2008 - 2014
ALPS, A DST Company 2007 - 2008
OppenheimerFunds, Inc 2005 - 2007
OppenheimerFunds, Inc 2003 - 2005
OppenheimerFunds, Inc 2000 - 2003
MetLife Financial Services 1999 - 2000
Skills
Finance, Tax, Mutual Funds, Financial Services
Education
University of Colorado Denver 2004 — 2006
Master of Business Administration (M.B.A.), MS in Finance
University of Colorado Denver 1995 — 1999
Bachelor’s Degree, Majors in International Business and Marketing and a minor in Economics
Sarah Priestley Sarah Priestley's Metlife Financial Services Experience June 2008 - September 2008
Job Merchandiser/Buyer at Aéropostale
Industry Retail
Experience
Aeropostale February 2014 - Present
Ann Inc. April 2012 - Present
Macy's September 2011 - April 2012
Macy's August 2010 - August 2011
Macy's February 2009 - August 2010
Macy's February 2009 - April 2009
Macy's October 2008 - February 2009
MetLife Financial Services June 2008 - September 2008
AXA Equitable June 2007 - August 2007
Skills
Merchandising, Retail, Management, Strategy, Fashion, Marketing, Assortment, Market Research, Sales, Training, Analysis, Advertising, Trend, Pricing, Project Planning, Human Resources, JDA, Interviews, Pricing Strategy, Trend Analysis, Visual Merchandising, Apparel, Retail Buying, Styling, Competitive Analysis, Open to Buy Management, Fashion Buying
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
BS, Marketing, Business, French Language & Literature
Aeropostale February 2014 - Present
Ann Inc. April 2012 - Present
Macy's September 2011 - April 2012
Macy's August 2010 - August 2011
Macy's February 2009 - August 2010
Macy's February 2009 - April 2009
Macy's October 2008 - February 2009
MetLife Financial Services June 2008 - September 2008
AXA Equitable June 2007 - August 2007
Skills
Merchandising, Retail, Management, Strategy, Fashion, Marketing, Assortment, Market Research, Sales, Training, Analysis, Advertising, Trend, Pricing, Project Planning, Human Resources, JDA, Interviews, Pricing Strategy, Trend Analysis, Visual Merchandising, Apparel, Retail Buying, Styling, Competitive Analysis, Open to Buy Management, Fashion Buying
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
BS, Marketing, Business, French Language & Literature
Christina M. Thornton, CLTC ® Christina M. Thornton, CLTC ®'s Metlife Financial Services Experience 2007 - 2009
Job Regional Internal Consultant Western PA and Erie/Buffalo and Rochester at Nationwide Financial Network
Industry Financial Services
Experience
Nationwide Financial Network October 2013 - Present
Nationwide Financial July 2010 - Present
Nationwide Financial July 2010 - October 2013
Centric Financial Group/OneAmerica General Agency 2009 - July 2010
Columbus Chamber 2008 - 2010
MetLife Financial Services 2007 - 2009
Ashland Distribution 2003 - 2005
Ashland Distribution 2001 - 2003
Skills
Marketing Strategy, Insurance, Retirement, New Business Development, Coaching, Budgets, Series 6, Series 63, Investments, Series 65, Financial Services, Life Insurance, Small Business, Long-term Care, Retirement Planning, Mutual Funds, Sales
Education
The Ohio State University
BA, Economics
Nationwide Financial Network October 2013 - Present
Nationwide Financial July 2010 - Present
Nationwide Financial July 2010 - October 2013
Centric Financial Group/OneAmerica General Agency 2009 - July 2010
Columbus Chamber 2008 - 2010
MetLife Financial Services 2007 - 2009
Ashland Distribution 2003 - 2005
Ashland Distribution 2001 - 2003
Skills
Marketing Strategy, Insurance, Retirement, New Business Development, Coaching, Budgets, Series 6, Series 63, Investments, Series 65, Financial Services, Life Insurance, Small Business, Long-term Care, Retirement Planning, Mutual Funds, Sales
Education
The Ohio State University
BA, Economics
Connie Fullerton Connie Fullerton's Metlife Financial Services Experience January 2005 - March 2008
Job Business Development Manager South Texas Public Entities
Industry Business Supplies and Equipment
Experience
Office Depot January 2013 - Present
Office Depot April 2012 - January 2013
New-Hart Services, Inc. August 2010 - April 2012
Palais Royal March 2009 - August 2010
AIG Retirement Services March 2008 - September 2008
MetLife Financial Services January 2005 - March 2008
MetLife January 2003 - January 2005
MetLife January 2000 - January 2003
MetLife January 1990 - January 2000
GSD&M Advertising June 1987 - January 1990
Skills
Recruiting, New Business Development, Leadership, Training, Coaching, Change Management, Process Improvement, Strategic Planning, Sales Management, Sales, Marketing, Retail, Management, CRM, Employee Benefits, Team Building, Account Management, Business Development, Selling, Insurance, Human Resources, Start-ups, Customer Satisfaction, Analysis, Product Marketing, Project Planning, Sales Operations, Advertising, Sales Process, Customer Retention, Cold Calling, Time Management, Customer Service, Marketing Strategy, Negotiation, Public Speaking, Contract Negotiation, Strategy, B2B, Relationship Building, Direct Sales, Hiring, Sales Presentations, Solution Selling, Cross-functional Team..., Salesforce.com
Education
University of California, Los Angeles 1980 — 1983
Business, Spanish
University of California, San Diego 1980 — 1983
Business Spanish Psychology
La Canada High School 1976 — 1980
HIghschool, General
Office Depot January 2013 - Present
Office Depot April 2012 - January 2013
New-Hart Services, Inc. August 2010 - April 2012
Palais Royal March 2009 - August 2010
AIG Retirement Services March 2008 - September 2008
MetLife Financial Services January 2005 - March 2008
MetLife January 2003 - January 2005
MetLife January 2000 - January 2003
MetLife January 1990 - January 2000
GSD&M Advertising June 1987 - January 1990
Skills
Recruiting, New Business Development, Leadership, Training, Coaching, Change Management, Process Improvement, Strategic Planning, Sales Management, Sales, Marketing, Retail, Management, CRM, Employee Benefits, Team Building, Account Management, Business Development, Selling, Insurance, Human Resources, Start-ups, Customer Satisfaction, Analysis, Product Marketing, Project Planning, Sales Operations, Advertising, Sales Process, Customer Retention, Cold Calling, Time Management, Customer Service, Marketing Strategy, Negotiation, Public Speaking, Contract Negotiation, Strategy, B2B, Relationship Building, Direct Sales, Hiring, Sales Presentations, Solution Selling, Cross-functional Team..., Salesforce.com
Education
University of California, Los Angeles 1980 — 1983
Business, Spanish
University of California, San Diego 1980 — 1983
Business Spanish Psychology
La Canada High School 1976 — 1980
HIghschool, General
Angel Bradley Angel Bradley's Metlife Financial Services Experience January 2002 - October 2004
Job Document Controller at Southern Company (Contractor E Group Engineering)
Industry Utilities
Experience
Southern Company July 2015 - Present
Birmingham Civil Rights Institute June 2015 - July 2015
YP June 2013 - March 2015
Protective Life January 2013 - July 2013
Enjoy the City April 2010 - January 2013
Marriott International September 2000 - March 2011
ELG Construction, General Contractor November 2009 - February 2010
MetLife Financial Services January 2002 - October 2004
Skills
Event Planning, Customer Service, Fundraising, Public Speaking, Sales, Event Management, Microsoft Office, Public Relations, Marketing Strategy, Marketing, Social Media, Microsoft Excel, Social Networking, Social Media Marketing, Marketing Communications, Non-profits, Team Building, Outlook, Strategic Planning, PowerPoint, Leadership, Nonprofits, Leadership Development, Advertising, Coaching, Email Marketing, Community Outreach, Account Management, Budgets, Business Development, Entrepreneurship, Facebook, Management, New Business Development, Online Marketing, Recruiting, Sales Management, Small Business, Time Management, Training, Digital Marketing, Online Advertising, Customer Satisfaction, Research
Education
University of Alabama at Birmingham 1999 — 2005
Marketing & Industrial Distribution
Southern Company July 2015 - Present
Birmingham Civil Rights Institute June 2015 - July 2015
YP June 2013 - March 2015
Protective Life January 2013 - July 2013
Enjoy the City April 2010 - January 2013
Marriott International September 2000 - March 2011
ELG Construction, General Contractor November 2009 - February 2010
MetLife Financial Services January 2002 - October 2004
Skills
Event Planning, Customer Service, Fundraising, Public Speaking, Sales, Event Management, Microsoft Office, Public Relations, Marketing Strategy, Marketing, Social Media, Microsoft Excel, Social Networking, Social Media Marketing, Marketing Communications, Non-profits, Team Building, Outlook, Strategic Planning, PowerPoint, Leadership, Nonprofits, Leadership Development, Advertising, Coaching, Email Marketing, Community Outreach, Account Management, Budgets, Business Development, Entrepreneurship, Facebook, Management, New Business Development, Online Marketing, Recruiting, Sales Management, Small Business, Time Management, Training, Digital Marketing, Online Advertising, Customer Satisfaction, Research
Education
University of Alabama at Birmingham 1999 — 2005
Marketing & Industrial Distribution
David Hayman David Hayman's Metlife Financial Services Experience July 2008 - 2010
Job International Executive, Entrepreneur
Industry Consumer Goods
Experience
Dermagenics December 2010 - Present
Consulting Startups September 2010 - Present
MetLife Financial Services July 2008 - 2010
Knight Corporation April 2003 - July 2008
Martin Japan July 1988 - August 2001
Selwel K.K. July 1986 - July 1989
Kendall (Subsidiary of Colgate Palmolive) May 1981 - June 1986
Kanagawa University 1974 - 1979
Skills
Mergers, International Business, Start-ups, Executive Management, Investments, Business Strategy, Financial Analysis, Negotiation, Financial Planning, Japanese, Product Development, Product Marketing, Acquisition Analysis, P&L Management, Mergers & Acquisitions, Strategic Financial..., Marketing Strategy, Leadership, Marketing, Strategy, Budgets, Business Planning, Finance, Restructuring, Management Consulting, Management, Sales, Market Research, Competitive Analysis, Entrepreneurship, Cross-functional Team...
Education
Thunderbird School of Global Management 1973 — 1974
MIM, International Management
University of Idaho 1969 — 1973
BS, Management/Marketing/Finance
Caldwell
Dermagenics December 2010 - Present
Consulting Startups September 2010 - Present
MetLife Financial Services July 2008 - 2010
Knight Corporation April 2003 - July 2008
Martin Japan July 1988 - August 2001
Selwel K.K. July 1986 - July 1989
Kendall (Subsidiary of Colgate Palmolive) May 1981 - June 1986
Kanagawa University 1974 - 1979
Skills
Mergers, International Business, Start-ups, Executive Management, Investments, Business Strategy, Financial Analysis, Negotiation, Financial Planning, Japanese, Product Development, Product Marketing, Acquisition Analysis, P&L Management, Mergers & Acquisitions, Strategic Financial..., Marketing Strategy, Leadership, Marketing, Strategy, Budgets, Business Planning, Finance, Restructuring, Management Consulting, Management, Sales, Market Research, Competitive Analysis, Entrepreneurship, Cross-functional Team...
Education
Thunderbird School of Global Management 1973 — 1974
MIM, International Management
University of Idaho 1969 — 1973
BS, Management/Marketing/Finance
Caldwell
Heather Ayers's Metlife Financial Services Experience 2009 - 2010
Job Senior Vice President
Industry Financial Services
Experience
First American Equipment Finance February 2010 - Present
MetLife Financial Services 2009 - 2010
Enterprise Rent-A-Car 2005 - 2008
Skills
Business, Project Planning, Budget, Financial Analysis, Strategic Planning, Credit, Finance, Business Development, Marketing, Customer Service, IT Strategy, Marketing Strategy, Team Building, Volunteer Management, Project Management, Budgets, Building Relationships, Leadership, Relationship Management, Banking, Financial Services, Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2015
Master of Business Administration (MBA)
State University of New York at Buffalo 2000 — 2005
BS
State University of New York at Buffalo 2000 — 2005
BA
First American Equipment Finance February 2010 - Present
MetLife Financial Services 2009 - 2010
Enterprise Rent-A-Car 2005 - 2008
Skills
Business, Project Planning, Budget, Financial Analysis, Strategic Planning, Credit, Finance, Business Development, Marketing, Customer Service, IT Strategy, Marketing Strategy, Team Building, Volunteer Management, Project Management, Budgets, Building Relationships, Leadership, Relationship Management, Banking, Financial Services, Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2015
Master of Business Administration (MBA)
State University of New York at Buffalo 2000 — 2005
BS
State University of New York at Buffalo 2000 — 2005
BA
Brittany Shoul Brittany Shoul's Metlife Financial Services Experience June 2007 - August 2007
Job Vice President, Sales at Network Media Partners, Inc.
Industry Marketing and Advertising
Experience
Network Media Partners, Inc. December 2014 - Present
Network Media Partners, Inc. December 2013 - December 2014
Network Media Partners, Inc. December 2010 - December 2013
Network Media Partners, Inc. March 2008 - December 2010
MetLife Financial Services June 2007 - August 2007
Nordstrom 2005 - 2007
Skills
Email Marketing, Social Media Marketing, Social Media, Marketing Communications, Advertising, Sales, Integrated Media Sales, Trade Shows, Print Media Sales, Marketing, Salesforce.com, Facebook, Online Advertising, Digital Marketing, Public Relations, Integrated Marketing, Press Releases, Marketing Strategy, Advertising Sales, Online Marketing
Education
Towson University
BS, Mass Communication, Communication Studies
Network Media Partners, Inc. December 2014 - Present
Network Media Partners, Inc. December 2013 - December 2014
Network Media Partners, Inc. December 2010 - December 2013
Network Media Partners, Inc. March 2008 - December 2010
MetLife Financial Services June 2007 - August 2007
Nordstrom 2005 - 2007
Skills
Email Marketing, Social Media Marketing, Social Media, Marketing Communications, Advertising, Sales, Integrated Media Sales, Trade Shows, Print Media Sales, Marketing, Salesforce.com, Facebook, Online Advertising, Digital Marketing, Public Relations, Integrated Marketing, Press Releases, Marketing Strategy, Advertising Sales, Online Marketing
Education
Towson University
BS, Mass Communication, Communication Studies
Patrick Norero Patrick Norero's Metlife Financial Services Experience August 2005 - September 2006
Job Financial Services Professional at Citigroup
Industry Financial Services
Experience
Citi December 2014 - Present
Fiserv October 2012 - November 2014
Electra Information Systems September 2007 - October 2012
Highbridge Capital Management September 2006 - August 2007
MetLife Financial Services August 2005 - September 2006
BNY Mellon September 2004 - August 2005
Credit Suisse First Boston May 1999 - August 2004
Skills
Securities, Business Analysis, Fixed Income, Equities, Financial Services, Back Office, Portfolio Management, Trading, Investments, Management, Business Strategy, Hedge Funds, Software Development, Product Development, Bloomberg, Derivatives, Process Improvement, Risk Management, Fund Accounting, Business Development, System Architecture, Trading Systems, Software Implementation, RFP Generation, Vendor Management, FX, Post Trade Processing, Bonds, Microsoft Office, PowerPoint, Data Analysis, Analysis, Mutual Funds, Pricing Strategy, Excel, Project Management, Customer Relations, Word, SWIFT payments, Asset Management, Compliance, Product Management, SQL, Financial Reporting, Reconciliation, Middle Office, Relationship Management, Business Requirements, Settlement, Swaps
Education
State University of New York at Albany
Bachelor of Arts (B.A.), Sociology
Citi December 2014 - Present
Fiserv October 2012 - November 2014
Electra Information Systems September 2007 - October 2012
Highbridge Capital Management September 2006 - August 2007
MetLife Financial Services August 2005 - September 2006
BNY Mellon September 2004 - August 2005
Credit Suisse First Boston May 1999 - August 2004
Skills
Securities, Business Analysis, Fixed Income, Equities, Financial Services, Back Office, Portfolio Management, Trading, Investments, Management, Business Strategy, Hedge Funds, Software Development, Product Development, Bloomberg, Derivatives, Process Improvement, Risk Management, Fund Accounting, Business Development, System Architecture, Trading Systems, Software Implementation, RFP Generation, Vendor Management, FX, Post Trade Processing, Bonds, Microsoft Office, PowerPoint, Data Analysis, Analysis, Mutual Funds, Pricing Strategy, Excel, Project Management, Customer Relations, Word, SWIFT payments, Asset Management, Compliance, Product Management, SQL, Financial Reporting, Reconciliation, Middle Office, Relationship Management, Business Requirements, Settlement, Swaps
Education
State University of New York at Albany
Bachelor of Arts (B.A.), Sociology
Vijay A. Ramsarran's Metlife Financial Services Experience February 2000 - March 2005
Job President , V.A.R Consultants, Inc.
Industry Financial Services
Experience
V.A.R Consultants, Inc. February 2005 - Present
MetLife Financial Services February 2000 - March 2005
Skills
Retirement, Fixed Annuities, Financial Services, Investments, Retirement Planning, Strategic Financial..., Finance, Insurance, Investment Banking, Life Insurance, Small Business, Disability Insurance, Term Life Insurance, Estate Planning, Long-term Care, Entrepreneurship, Tax Planning, Real Estate Economics, Private Equity, Asset Management, Asset Protection, Indexed Annuities, SPIA, DIA, Sales Management, Project Management, Final Expense Planning, Premium Financing, advanced Markets, Income Protection, Asset Growth Protection
Education
The American College of Financial Services 2001 — 2015
Life Inusrance / Retirment Planning / Advanced Markets
The American College
V.A.R Consultants, Inc. February 2005 - Present
MetLife Financial Services February 2000 - March 2005
Skills
Retirement, Fixed Annuities, Financial Services, Investments, Retirement Planning, Strategic Financial..., Finance, Insurance, Investment Banking, Life Insurance, Small Business, Disability Insurance, Term Life Insurance, Estate Planning, Long-term Care, Entrepreneurship, Tax Planning, Real Estate Economics, Private Equity, Asset Management, Asset Protection, Indexed Annuities, SPIA, DIA, Sales Management, Project Management, Final Expense Planning, Premium Financing, advanced Markets, Income Protection, Asset Growth Protection
Education
The American College of Financial Services 2001 — 2015
Life Inusrance / Retirment Planning / Advanced Markets
The American College
Crystal Davis-Taylor's Metlife Financial Services Experience May 2005 - September 2006
Job Financial Representative at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America November 2012 - Present
Self-Employed January 2011 - Present
Farm Bureau Financial Services July 2006 - December 2010
MetLife Financial Services May 2005 - September 2006
Commercial Federal Bank July 2004 - April 2005
Dividends March 2000 - August 2001
Linsco/Private Ledger March 2000 - August 2001
Skills
Project Management, Fixed Annuities, Employee Benefits, Retirement, Insurance, Securities, Training, Financial Services, Disability Insurance, Finance, Management, Long-term Care, Banking, Sales
Education
The University of Kansas 2002 — 2004
BGS, Psychology, Criminology
Tiffin University 2007 — 2011
MSCJ, Criminal Behavior
Modern Woodmen of America November 2012 - Present
Self-Employed January 2011 - Present
Farm Bureau Financial Services July 2006 - December 2010
MetLife Financial Services May 2005 - September 2006
Commercial Federal Bank July 2004 - April 2005
Dividends March 2000 - August 2001
Linsco/Private Ledger March 2000 - August 2001
Skills
Project Management, Fixed Annuities, Employee Benefits, Retirement, Insurance, Securities, Training, Financial Services, Disability Insurance, Finance, Management, Long-term Care, Banking, Sales
Education
The University of Kansas 2002 — 2004
BGS, Psychology, Criminology
Tiffin University 2007 — 2011
MSCJ, Criminal Behavior
Karen Rentz, PHR Karen Rentz, PHR's Metlife Financial Services Experience February 2000 - June 2002
Job Director Title IX Programs
Industry Human Resources
Experience
University of West Florida December 2012 - Present
Lifeguard Transportation, Inc. June 2002 - July 2011
MetLife Financial Services February 2000 - June 2002
Skills
Employee Relations, Equal Employment..., Title IX, Human Resources, Leadership, Strategic Planning, Legal Compliance, Recruiting, Organizational..., Staff Development, FMLA, Conflict Resolution, Compensation & Benefit, Succession Planning, Management, Training, Training & Development, Performance Management, Employee Benefits, Staff Retention, Diversity Training, Start-ups
Education
Troy University
Masters, Human Resources
University of West Florida
BA, Communications - Advertising
University of West Florida December 2012 - Present
Lifeguard Transportation, Inc. June 2002 - July 2011
MetLife Financial Services February 2000 - June 2002
Skills
Employee Relations, Equal Employment..., Title IX, Human Resources, Leadership, Strategic Planning, Legal Compliance, Recruiting, Organizational..., Staff Development, FMLA, Conflict Resolution, Compensation & Benefit, Succession Planning, Management, Training, Training & Development, Performance Management, Employee Benefits, Staff Retention, Diversity Training, Start-ups
Education
Troy University
Masters, Human Resources
University of West Florida
BA, Communications - Advertising
Tony Rouff Tony Rouff's Metlife Financial Services Experience August 2000 - September 2005
Job Peace of Mind, Money for College, Secure Retirement
Industry Financial Services
Experience
Tony Rouff Financial & Insurance Services December 2011 - Present
National Assoc.of Insurance & Financial Advisors - Orange County July 2010 - June 2013
Cambridge Financial Partners, LLC March 2009 - December 2011
PACIFIC GUARDIAN LIFE INSURANCE COMPANY May 2008 - November 2009
CPS/INTEGRATED MARKETING & INSURANCE SERVICES September 2007 - May 2008
BANKERS LIFE and CASUALTY COMPANY September 2005 - September 2006
MetLife Financial Services August 2000 - September 2005
Jefferson Pilot Financial February 1999 - May 2000
JACKSON NATIONAL LIFE INSURANCE COMPANY March 1987 - September 1998
INNOVATIVE INSURANCE MARKETING February 1981 - March 1987
Skills
Fixed Annuities, Insurance, Retirement Planning, Life Insurance, Leadership, Sales, Long-term Care, Investments, Marketing Strategy, Financial Services, Long Term Care Insurance, Recruiting, Finance, Securities, Wealth, Mutual Funds, Retirement, Term Life Insurance, Disability Insurance, Whole Life, Brokers, Financial Planners, Product Development, Estate Planning, Sales Operations, Public Speaking
Education
Pasadena Polytechnic
The Polytechnic School
University of California, Irvine
Master of Fine Arts (MFA), Fine Arts
Tony Rouff Financial & Insurance Services December 2011 - Present
National Assoc.of Insurance & Financial Advisors - Orange County July 2010 - June 2013
Cambridge Financial Partners, LLC March 2009 - December 2011
PACIFIC GUARDIAN LIFE INSURANCE COMPANY May 2008 - November 2009
CPS/INTEGRATED MARKETING & INSURANCE SERVICES September 2007 - May 2008
BANKERS LIFE and CASUALTY COMPANY September 2005 - September 2006
MetLife Financial Services August 2000 - September 2005
Jefferson Pilot Financial February 1999 - May 2000
JACKSON NATIONAL LIFE INSURANCE COMPANY March 1987 - September 1998
INNOVATIVE INSURANCE MARKETING February 1981 - March 1987
Skills
Fixed Annuities, Insurance, Retirement Planning, Life Insurance, Leadership, Sales, Long-term Care, Investments, Marketing Strategy, Financial Services, Long Term Care Insurance, Recruiting, Finance, Securities, Wealth, Mutual Funds, Retirement, Term Life Insurance, Disability Insurance, Whole Life, Brokers, Financial Planners, Product Development, Estate Planning, Sales Operations, Public Speaking
Education
Pasadena Polytechnic
The Polytechnic School
University of California, Irvine
Master of Fine Arts (MFA), Fine Arts
Brandon Gniadek's Metlife Financial Services Experience May 2006 - August 2006
Job Talent Solutions at LinkedIn
Industry Marketing and Advertising
Experience
LinkedIn August 2013 - Present
LinkedIn January 2012 - August 2013
CareerBuilder.com July 2009 - December 2011
CareerBuilder.com May 2008 - June 2009
CareerBuilder.com August 2007 - May 2008
MetLife Financial Services May 2006 - August 2006
Skills
Account Management, Negotiation, Salesforce.com, Talent Acquisition, LinkedIn, Employer Branding, Social Media, New Business Development, Strategic Prospecting, Sales, Human Resources, Selling, B2B, Strategy
Education
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelors, Urban & Regional Planning
St. Rita High School 1999 — 2003
High Diploma
LinkedIn August 2013 - Present
LinkedIn January 2012 - August 2013
CareerBuilder.com July 2009 - December 2011
CareerBuilder.com May 2008 - June 2009
CareerBuilder.com August 2007 - May 2008
MetLife Financial Services May 2006 - August 2006
Skills
Account Management, Negotiation, Salesforce.com, Talent Acquisition, LinkedIn, Employer Branding, Social Media, New Business Development, Strategic Prospecting, Sales, Human Resources, Selling, B2B, Strategy
Education
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelors, Urban & Regional Planning
St. Rita High School 1999 — 2003
High Diploma
Lindsey Wellbrock Lindsey Wellbrock's Metlife Financial Services Experience June 2005 - September 2005
Job Product Manager Apparel at Skechers
Industry Apparel & Fashion
Experience
Skechers December 2014 - Present
Juicy Couture October 2013 - December 2014
Coach June 2011 - September 2013
WestPoint Home April 2009 - June 2011
WestPoint Home, Inc. June 2006 - April 2009
Fisher-Price September 2005 - May 2006
MetLife Financial Services June 2005 - September 2005
The Research Foundation August 2004 - September 2005
Skills
Merchandising, Trend Analysis, Retail, Product Development, Apparel, Marketing Strategy, Competitive Analysis, Brand Management, Marketing, Cross-functional Team..., Management, Fashion, Leadership, Pricing, Sales
Education
State University of New York at Buffalo - School of Management 2002 — 2006
Bachelor of Science in Business Administration, Marketing Concentration
Skechers December 2014 - Present
Juicy Couture October 2013 - December 2014
Coach June 2011 - September 2013
WestPoint Home April 2009 - June 2011
WestPoint Home, Inc. June 2006 - April 2009
Fisher-Price September 2005 - May 2006
MetLife Financial Services June 2005 - September 2005
The Research Foundation August 2004 - September 2005
Skills
Merchandising, Trend Analysis, Retail, Product Development, Apparel, Marketing Strategy, Competitive Analysis, Brand Management, Marketing, Cross-functional Team..., Management, Fashion, Leadership, Pricing, Sales
Education
State University of New York at Buffalo - School of Management 2002 — 2006
Bachelor of Science in Business Administration, Marketing Concentration
Andrew Wayne's Metlife Financial Services Experience August 2010 - May 2011
Job Account Manager at Randstad Technologies US
Industry Information Technology and Services
Experience
Randstad Technologies US July 2012 - Present
4 Corner Resources May 2011 - July 2012
MetLife Financial Services August 2010 - May 2011
MetLife Financial Services May 2010 - August 2010
Skills
Account Management, IT Project Services, IT Solutions, IT Outsourcing, Staff Augmentation, Permanent Placement, ERP, Information Technology, New Business Development, SDLC, Integration, Requirements Analysis, Outsourcing, Management, PMO, Staffing Services, IT Operations, Strategy, Solution Architecture, Governance, Data Center, Virtualization, Networking, Building Relationships, Resource Management, Consulting, Mobile Devices, Managed Services, Vendor Management, Technical Recruiting, Professional Services, Program Management, Interviews, Contract Recruitment
Education
University of Central Florida 2006 — 2010
B.S., Health and Commerce
Hopkins High School
Randstad Technologies US July 2012 - Present
4 Corner Resources May 2011 - July 2012
MetLife Financial Services August 2010 - May 2011
MetLife Financial Services May 2010 - August 2010
Skills
Account Management, IT Project Services, IT Solutions, IT Outsourcing, Staff Augmentation, Permanent Placement, ERP, Information Technology, New Business Development, SDLC, Integration, Requirements Analysis, Outsourcing, Management, PMO, Staffing Services, IT Operations, Strategy, Solution Architecture, Governance, Data Center, Virtualization, Networking, Building Relationships, Resource Management, Consulting, Mobile Devices, Managed Services, Vendor Management, Technical Recruiting, Professional Services, Program Management, Interviews, Contract Recruitment
Education
University of Central Florida 2006 — 2010
B.S., Health and Commerce
Hopkins High School
Melissa Graham Melissa Graham's Metlife Financial Services Experience April 2006 - October 2008
Job Professional Liability Underwriter at Vela Insurance Services (a W. R. Berkley Company)
Industry Insurance
Experience
Vela Insurance Services (a W. R. Berkley Company) April 2015 - Present
RT Specialty June 2010 - March 2015
CRC Insurance Services March 2009 - June 2010
MetLife Financial Services April 2006 - October 2008
Skills
Employment Practices..., Underwriting, D&O, Professional Liability, Commercial Insurance, Insurance, Fiduciary, Errors & Omissions, General Insurance, Casualty, Umbrella Insurance, Liability, Commercial Lines, Brokers, Legal Liability, Reinsurance, Workers Compensation, Property & Casualty..., Claim, Excess, New Business Development, Directors & Officers..., E&O, Inland Marine, Excess & Surplus Lines, Marketing, Claims Management, Liability Analysis, Indemnity, Health Insurance, Insurance Brokerage, Risk Management, Casualty Insurance
Education
University of Illinois Springfield 2006 — 2008
M.A., Political Science: International Relations & Comparative Politics
University of Illinois - Urbana
Bachelor of Arts, English (Literature)
Vela Insurance Services (a W. R. Berkley Company) April 2015 - Present
RT Specialty June 2010 - March 2015
CRC Insurance Services March 2009 - June 2010
MetLife Financial Services April 2006 - October 2008
Skills
Employment Practices..., Underwriting, D&O, Professional Liability, Commercial Insurance, Insurance, Fiduciary, Errors & Omissions, General Insurance, Casualty, Umbrella Insurance, Liability, Commercial Lines, Brokers, Legal Liability, Reinsurance, Workers Compensation, Property & Casualty..., Claim, Excess, New Business Development, Directors & Officers..., E&O, Inland Marine, Excess & Surplus Lines, Marketing, Claims Management, Liability Analysis, Indemnity, Health Insurance, Insurance Brokerage, Risk Management, Casualty Insurance
Education
University of Illinois Springfield 2006 — 2008
M.A., Political Science: International Relations & Comparative Politics
University of Illinois - Urbana
Bachelor of Arts, English (Literature)
Charles Ciravolo's Metlife Financial Services Experience May 1989 - June 2007
Job Managing Director at Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation June 2007 - Present
Center for Wealth Preservation / Mass Mutual 2007 - Present
MetLife Financial Services May 1989 - June 2007
Skills
Estate Planning, Strategic Financial..., Wealth Management..., Marketing, Insurance, Leadership, Recruiting, Finance, Securities, Investment Advisory, Disability Insurance, Retirement, Financial Planners, Mutual Funds, Financial Planning, Retirement Planning, Management, Life Insurance, Fixed Annuities
Education
State University of New York College at Plattsburgh 1985 — 1989
bachelors, Marketing
Walt Whitman High School 1982 — 1985
Walt Whitman High School
Center for Wealth Preservation June 2007 - Present
Center for Wealth Preservation / Mass Mutual 2007 - Present
MetLife Financial Services May 1989 - June 2007
Skills
Estate Planning, Strategic Financial..., Wealth Management..., Marketing, Insurance, Leadership, Recruiting, Finance, Securities, Investment Advisory, Disability Insurance, Retirement, Financial Planners, Mutual Funds, Financial Planning, Retirement Planning, Management, Life Insurance, Fixed Annuities
Education
State University of New York College at Plattsburgh 1985 — 1989
bachelors, Marketing
Walt Whitman High School 1982 — 1985
Walt Whitman High School
Rob Tune Rob Tune's Metlife Financial Services Experience January 2012 - May 2012
Job Entertainment & Events Coordinator at Baltimore Ravens
Industry Higher Education
Experience
Baltimore Ravens June 2014 - Present
Baltimore Ravens March 2013 - June 2014
1st Mariner Arena - an SMG managed facility December 2012 - March 2013
Baltimore Ravens August 2012 - January 2013
Lakeshore Learning Materials September 2009 - January 2013
Stanley Black & Decker , Inc. June 2012 - August 2012
DC United Women's Soccer Team April 2012 - July 2012
MetLife Financial Services January 2012 - May 2012
K12 Enterprise/AVF Consulting May 2011 - October 2011
Monsignor O'dwyer Retreat House June 2009 - August 2010
Skills
Facebook, Social Media, Social Media Marketing, Event Planning, Microsoft Office, Time Management, Email Marketing, Public Relations, Press Releases, Sponsorship, Sales, Management, Customer Service, Event Management, Marketing, Product Marketing
Education
Towson University 2009 — 2013
Bachelor of Science, Business Marketing, Economics
Calvert Hall College High School 2005 — 2009
High School Diploma
Baltimore Ravens June 2014 - Present
Baltimore Ravens March 2013 - June 2014
1st Mariner Arena - an SMG managed facility December 2012 - March 2013
Baltimore Ravens August 2012 - January 2013
Lakeshore Learning Materials September 2009 - January 2013
Stanley Black & Decker , Inc. June 2012 - August 2012
DC United Women's Soccer Team April 2012 - July 2012
MetLife Financial Services January 2012 - May 2012
K12 Enterprise/AVF Consulting May 2011 - October 2011
Monsignor O'dwyer Retreat House June 2009 - August 2010
Skills
Facebook, Social Media, Social Media Marketing, Event Planning, Microsoft Office, Time Management, Email Marketing, Public Relations, Press Releases, Sponsorship, Sales, Management, Customer Service, Event Management, Marketing, Product Marketing
Education
Towson University 2009 — 2013
Bachelor of Science, Business Marketing, Economics
Calvert Hall College High School 2005 — 2009
High School Diploma
John McKinnon's Metlife Financial Services Experience January 1998 - January 2002
Job Middle Market Business Development
Industry Financial Services
Experience
American Express May 2011 - Present
Puparazzi Industries of America, LLC September 2009 - March 2013
Apex Technology Solutions, LLC February 2007 - June 2009
Protection One December 2002 - February 2007
MetLife Financial Services January 1998 - January 2002
JOHNNY ON THE SPOT CHEMICAL CO, INC January 1992 - January 1998
ARIUS SUPPLY, INC September 1990 - September 1991
Honeywell Security. ADI Global distribution March 1987 - September 1990
INTERNATIONAL SECURITY SYSTEMS, INC January 1984 - January 1987
Skills
New Business Development, Sales Operations, Sales Management, Strategic Partnerships, Management, Account Management, Salesforce.com, Direct Sales, Sales Process, B2B, Cold Calling, Security, Business Strategy, Start-ups, Team Leadership, Customer Service, Business Planning, Marketing, Access Control, CCTV, Inventory Management, Operations Management, Consultative Selling, B2B Integration, New Business Acquisition, Major Account..., District Sales..., Small Business, ACT, Mastermind, Inside Sales, Risk Management, Organizational..., Business Management, B2C marketing, New Business Launches, Entrepreneurship, National Account..., Key Account..., Business Intelligence, Increased Profitability, Sales Growth, Growth Strategies, Growth Management, Logistics Management, Territory Expansion, Expansion Strategy, Business Analysis, Managerial Finance, Leadership
Education
The American College 1997 — 2000
Cactus
American Express May 2011 - Present
Puparazzi Industries of America, LLC September 2009 - March 2013
Apex Technology Solutions, LLC February 2007 - June 2009
Protection One December 2002 - February 2007
MetLife Financial Services January 1998 - January 2002
JOHNNY ON THE SPOT CHEMICAL CO, INC January 1992 - January 1998
ARIUS SUPPLY, INC September 1990 - September 1991
Honeywell Security. ADI Global distribution March 1987 - September 1990
INTERNATIONAL SECURITY SYSTEMS, INC January 1984 - January 1987
Skills
New Business Development, Sales Operations, Sales Management, Strategic Partnerships, Management, Account Management, Salesforce.com, Direct Sales, Sales Process, B2B, Cold Calling, Security, Business Strategy, Start-ups, Team Leadership, Customer Service, Business Planning, Marketing, Access Control, CCTV, Inventory Management, Operations Management, Consultative Selling, B2B Integration, New Business Acquisition, Major Account..., District Sales..., Small Business, ACT, Mastermind, Inside Sales, Risk Management, Organizational..., Business Management, B2C marketing, New Business Launches, Entrepreneurship, National Account..., Key Account..., Business Intelligence, Increased Profitability, Sales Growth, Growth Strategies, Growth Management, Logistics Management, Territory Expansion, Expansion Strategy, Business Analysis, Managerial Finance, Leadership
Education
The American College 1997 — 2000
Cactus
Dr. Jeffrey Chow Dr. Jeffrey Chow's Metlife Financial Services Experience May 1997 - December 2004
Job Assistant Professor at Buffalo State College
Industry Higher Education
Experience
Buffalo State College August 2015 - Present
State University of New York Buffalo State College January 2013 - Present
University at Buffalo January 2013 - Present
State University of New York at Buffalo August 2008 - January 2013
Singapore Institute of Management University May 2010 - August 2011
Graduate Student Association University at Buffalo January 2007 - August 2008
MetLife Financial Services May 1997 - December 2004
Skills
Research, Statistics, Data Analysis, Analysis, Higher Education, Economics, Teaching, SPSS, Access, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Contribute, Financial Analysis, Business Planning, Public Speaking, Training, Matlab, University Teaching
Education
State University of New York at Buffalo 2007 — 2012
Ph.D Geography, Economic Geography and Intl. Business & World Trade
University at Buffalo 2004 — 2006
Masters, Financial Economics
State University of New York at Buffalo - School of Management 1994 — 1997
B.Sc, Corporate Finance, International Business and Marketing
St. John's High School, Kuala Lumpur, Malaysia 1981 — 1991
Buffalo State College August 2015 - Present
State University of New York Buffalo State College January 2013 - Present
University at Buffalo January 2013 - Present
State University of New York at Buffalo August 2008 - January 2013
Singapore Institute of Management University May 2010 - August 2011
Graduate Student Association University at Buffalo January 2007 - August 2008
MetLife Financial Services May 1997 - December 2004
Skills
Research, Statistics, Data Analysis, Analysis, Higher Education, Economics, Teaching, SPSS, Access, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Contribute, Financial Analysis, Business Planning, Public Speaking, Training, Matlab, University Teaching
Education
State University of New York at Buffalo 2007 — 2012
Ph.D Geography, Economic Geography and Intl. Business & World Trade
University at Buffalo 2004 — 2006
Masters, Financial Economics
State University of New York at Buffalo - School of Management 1994 — 1997
B.Sc, Corporate Finance, International Business and Marketing
St. John's High School, Kuala Lumpur, Malaysia 1981 — 1991
Larry Logan Larry Logan's Metlife Financial Services Experience 2003 - 2009
Job Planning and Guidance Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
BB&T Investment Services 2012 - 2014
MetLife Resources 2009 - 2012
MetLife Financial Services 2003 - 2009
"Super Duper Shoe Dawg" 1989 - 2002
Macy's 1984 - 1989
Skills
Retirement Planning, Insurance, Long-term Care, Disability Insurance, Wealth Accumulation..., Term Life Insurance, Investments, Small Business, Sales, Fixed Annuities, Finance, Wealth Management, Marketing, Financial Planning, Sales Management
Education
The American College
Chartered Advisor for Senior Living (CASL)
Southern Illinois University, Carbondale 1972 — 1975
BA, Psychology
Fidelity Investments June 2014 - Present
BB&T Investment Services 2012 - 2014
MetLife Resources 2009 - 2012
MetLife Financial Services 2003 - 2009
"Super Duper Shoe Dawg" 1989 - 2002
Macy's 1984 - 1989
Skills
Retirement Planning, Insurance, Long-term Care, Disability Insurance, Wealth Accumulation..., Term Life Insurance, Investments, Small Business, Sales, Fixed Annuities, Finance, Wealth Management, Marketing, Financial Planning, Sales Management
Education
The American College
Chartered Advisor for Senior Living (CASL)
Southern Illinois University, Carbondale 1972 — 1975
BA, Psychology
Lance Hartz Lance Hartz's Metlife Financial Services Experience May 2006 - March 2007
Job Associate Applications Developer
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2014 - Present
JPMorgan Chase January 2013 - Present
JPMorgan Chase August 2010 - December 2012
JPMorgan Chase August 2007 - August 2010
National Life Group March 2007 - August 2007
MetLife Financial Services May 2006 - March 2007
Skills
Mutual Funds, Securities, Series 7, Brokerage, Investments, FINRA, Series 24, Wealth Management, Financial Services, Annuity, Retirement, Trading, Investment Advisory, Business Analysis, Finance, Long Term Care, Term Life Insurance, Investment Products, Health Insurance, Series 63, Insurance, Annuities, Equities, Disability Insurance, Customer Relations, Customer Service, PowerPoint, Fixed Income, Series 6, Microsoft Office, Bonds, Options, Life Insurance, Series 65, Sales, Wealth Management..., Middle Office, Training, Business Requirements, Alternative Investments, Java Enterprise Edition, Java, JavaScript, Java Web Services, Adobe Acrobat, Adobe LiveCycle Designer, Adobe Creative Suite, XML, Informatica, Flash
Education
University of Illinois at Urbana-Champaign 2001 — 2006
BA, Economics
JPMorgan Chase & Co. January 2014 - Present
JPMorgan Chase January 2013 - Present
JPMorgan Chase August 2010 - December 2012
JPMorgan Chase August 2007 - August 2010
National Life Group March 2007 - August 2007
MetLife Financial Services May 2006 - March 2007
Skills
Mutual Funds, Securities, Series 7, Brokerage, Investments, FINRA, Series 24, Wealth Management, Financial Services, Annuity, Retirement, Trading, Investment Advisory, Business Analysis, Finance, Long Term Care, Term Life Insurance, Investment Products, Health Insurance, Series 63, Insurance, Annuities, Equities, Disability Insurance, Customer Relations, Customer Service, PowerPoint, Fixed Income, Series 6, Microsoft Office, Bonds, Options, Life Insurance, Series 65, Sales, Wealth Management..., Middle Office, Training, Business Requirements, Alternative Investments, Java Enterprise Edition, Java, JavaScript, Java Web Services, Adobe Acrobat, Adobe LiveCycle Designer, Adobe Creative Suite, XML, Informatica, Flash
Education
University of Illinois at Urbana-Champaign 2001 — 2006
BA, Economics
Jeff Galner, MBA Jeff Galner, MBA's Metlife Financial Services Experience September 2003 - August 2006
Job Operations Manager at Litigation Analytics, Inc.
Industry Legal Services
Experience
Litigation Analytics, Inc. November 2009 - Present
Ringler Associates November 2009 - Present
Tortoise Investment Management, LLC August 2006 - November 2009
MetLife Financial Services September 2003 - August 2006
Skills
Microsoft Office, Insurance, Investments, Budget, Marketing, Marketing Strategy, Business Strategy, Strategic Planning, Business Process..., Operations Management, Process Improvement, Budgets, Team Leadership, Leadership, Data Analysis, Financial Analysis, Finance, Analysis, Risk Management, Strategy, Business Analysis, Forecasting, Management
Education
The University of Connecticut School of Business 2010 — 2012
MBA, Management & Marketing
Tufts University 1999 — 2003
BA, Economics
The Rivers School 1994 — 1999
Litigation Analytics, Inc. November 2009 - Present
Ringler Associates November 2009 - Present
Tortoise Investment Management, LLC August 2006 - November 2009
MetLife Financial Services September 2003 - August 2006
Skills
Microsoft Office, Insurance, Investments, Budget, Marketing, Marketing Strategy, Business Strategy, Strategic Planning, Business Process..., Operations Management, Process Improvement, Budgets, Team Leadership, Leadership, Data Analysis, Financial Analysis, Finance, Analysis, Risk Management, Strategy, Business Analysis, Forecasting, Management
Education
The University of Connecticut School of Business 2010 — 2012
MBA, Management & Marketing
Tufts University 1999 — 2003
BA, Economics
The Rivers School 1994 — 1999
Mohan Patel's Metlife Financial Services Experience 2009 - 2009
Job at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management Fixed Income Specialist February 2014 - Present
Ana-Data Consulting Inc January 2003 - August 2010
Alliance Bernstein 2010 - 2010
Citigroup 2009 - 2010
MetLife Financial Services 2009 - 2009
Hedgespeed 2008 - 2009
Merrill Lynch 2006 - 2008
UBS 2005 - 2007
AIG 2003 - 2005
FTI - Now branded as Golden Source 2001 - 2003
Skills
Capital Markets, SDLC, Business Analysis, Market Data, Enterprise Architecture, Trading Systems, SharePoint, Asset Management, Hedge Funds, Microsoft SQL Server, Investment Management, Software Development, Equities, Google App Engine, SharePoint Designer, Office 365, Fixed Income, Financial Services, Risk Management, Vendor Management, IT Strategy, Portfolio Management, Software Project..., Trading, Investment Banking, Agile Methodologies, Requirements Analysis, Management, Integration, Business Intelligence, Project Management, Financial Markets, Consulting, Program Management
Education
University of Essex 1983 — 1987
MSc and PhD, Computer Engineering
The University of Salford 1979 — 1981
Bachelor of Science (BSc) Bio Medical Electronic
UBS Wealth Management Fixed Income Specialist February 2014 - Present
Ana-Data Consulting Inc January 2003 - August 2010
Alliance Bernstein 2010 - 2010
Citigroup 2009 - 2010
MetLife Financial Services 2009 - 2009
Hedgespeed 2008 - 2009
Merrill Lynch 2006 - 2008
UBS 2005 - 2007
AIG 2003 - 2005
FTI - Now branded as Golden Source 2001 - 2003
Skills
Capital Markets, SDLC, Business Analysis, Market Data, Enterprise Architecture, Trading Systems, SharePoint, Asset Management, Hedge Funds, Microsoft SQL Server, Investment Management, Software Development, Equities, Google App Engine, SharePoint Designer, Office 365, Fixed Income, Financial Services, Risk Management, Vendor Management, IT Strategy, Portfolio Management, Software Project..., Trading, Investment Banking, Agile Methodologies, Requirements Analysis, Management, Integration, Business Intelligence, Project Management, Financial Markets, Consulting, Program Management
Education
University of Essex 1983 — 1987
MSc and PhD, Computer Engineering
The University of Salford 1979 — 1981
Bachelor of Science (BSc) Bio Medical Electronic
Tom Cwikla's Metlife Financial Services Experience February 2006 - June 2008
Job Regional Director of Annuity Sales (External)
Industry Financial Services
Experience
MassMutual May 2011 - Present
Mass Mutual Financial Group 2008 - Present
MassMutual Financial Group 2008 - May 2011
MetLife Financial Services February 2006 - June 2008
Skills
Securities, Retirement Services, Annuity, Retirement, Fixed Annuities, Equities, Whole Life, Insurance, Annuities, Retirement Planning, Financial Planning, Finance, Series 63, Wealth Management, 401k, Disability Insurance, Estate Planning, FINRA, Financial Advisory, Series 6, Financial Services, IRAs, Investment Advisory, Investments, Life Insurance, Series 7, Variable Annuities, Strategic Financial...
Education
The University of Connecticut 2001 — 2005
MassMutual May 2011 - Present
Mass Mutual Financial Group 2008 - Present
MassMutual Financial Group 2008 - May 2011
MetLife Financial Services February 2006 - June 2008
Skills
Securities, Retirement Services, Annuity, Retirement, Fixed Annuities, Equities, Whole Life, Insurance, Annuities, Retirement Planning, Financial Planning, Finance, Series 63, Wealth Management, 401k, Disability Insurance, Estate Planning, FINRA, Financial Advisory, Series 6, Financial Services, IRAs, Investment Advisory, Investments, Life Insurance, Series 7, Variable Annuities, Strategic Financial...
Education
The University of Connecticut 2001 — 2005
Mike Parlapiano's Metlife Financial Services Experience 2005 - 2006
Job Director, at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies November 2012 - Present
SS&C Technologies March 2006 - November 2012
Citigroup August 1988 - February 2006
MetLife Financial Services 2005 - 2006
Trumbull Street Investments LLC 2000 - 2006
Citigroup Investments 1988 - 2006
Travelers 1988 - 1995
Skills
Management, Fixed Income, Bloomberg, Derivatives, Analysis, Investments, Equities, Bonds, Auditing, SharePoint, Strategic Planning, Visio, Financial Accounting, Portfolio Management, Software Project..., Microsoft Excel, Mutual Funds, Management Consulting, Crystal Reports, Finance, Hedge Funds, Financial Risk, Business Requirements, Securities, Strategic Financial..., Change Management, Business Analysis, Financial Analysis, SDLC, Business Intelligence, Business Process, Sarbanes-Oxley Act, Requirements Analysis, Risk Management, Leadership, Program Management, Valuation, Project Portfolio..., Managerial Finance, CRM, Process Improvement, PMP, Requirements Gathering, Access, Financial Planning
Education
The University of Connecticut 1984 — 1988
BS in Business Administration, Accounting and Finance
SS&C Technologies November 2012 - Present
SS&C Technologies March 2006 - November 2012
Citigroup August 1988 - February 2006
MetLife Financial Services 2005 - 2006
Trumbull Street Investments LLC 2000 - 2006
Citigroup Investments 1988 - 2006
Travelers 1988 - 1995
Skills
Management, Fixed Income, Bloomberg, Derivatives, Analysis, Investments, Equities, Bonds, Auditing, SharePoint, Strategic Planning, Visio, Financial Accounting, Portfolio Management, Software Project..., Microsoft Excel, Mutual Funds, Management Consulting, Crystal Reports, Finance, Hedge Funds, Financial Risk, Business Requirements, Securities, Strategic Financial..., Change Management, Business Analysis, Financial Analysis, SDLC, Business Intelligence, Business Process, Sarbanes-Oxley Act, Requirements Analysis, Risk Management, Leadership, Program Management, Valuation, Project Portfolio..., Managerial Finance, CRM, Process Improvement, PMP, Requirements Gathering, Access, Financial Planning
Education
The University of Connecticut 1984 — 1988
BS in Business Administration, Accounting and Finance
Kristin Branson's Metlife Financial Services Experience June 2002 - May 2007
Job Event Planning | Road Race Mngt | Social Media | Volunteer Mngt | NonProfit
Industry Events Services
Experience
Track Shack Events August 2011 - Present
NBC Universal/The Golf Channel February 2011 - July 2015
Wyndham Vacation Ownership April 2007 - November 2012
MetLife Financial Services June 2002 - May 2007
Booz Allen Hamilton May 2000 - May 2001
Skills
Volunteer Management, Sports Management, Event Planning, Employee Relations, Onboarding, Recruiting, Applicant Tracking..., Project Coordination, Talent Acquisition, Human Resources, Employee Engagement, Hospitality, Training, Performance Management, Customer Service, Call Center, Coordinating Events, Events, Handle Confidential..., Day Of Coordination, Microsoft Office, Highly detail oriented, Administrative Functions, SharePoint, Process Improvement, vacation ownership
Education
University of Mary Washington 1996 — 2000
BA, Interpersonal Communication
Track Shack Events August 2011 - Present
NBC Universal/The Golf Channel February 2011 - July 2015
Wyndham Vacation Ownership April 2007 - November 2012
MetLife Financial Services June 2002 - May 2007
Booz Allen Hamilton May 2000 - May 2001
Skills
Volunteer Management, Sports Management, Event Planning, Employee Relations, Onboarding, Recruiting, Applicant Tracking..., Project Coordination, Talent Acquisition, Human Resources, Employee Engagement, Hospitality, Training, Performance Management, Customer Service, Call Center, Coordinating Events, Events, Handle Confidential..., Day Of Coordination, Microsoft Office, Highly detail oriented, Administrative Functions, SharePoint, Process Improvement, vacation ownership
Education
University of Mary Washington 1996 — 2000
BA, Interpersonal Communication
Don Pollard's Metlife Financial Services Experience November 2010 - August 2012
Job VP Branch Manager
Industry Financial Services
Experience
Regional BD March 2014 - March 2015
Gold Coast Gold Buyer October 2011 - January 2014
MetLife Financial Services November 2010 - August 2012
AppCrown March 2010 - September 2010
DSI 2009 - 2010
Smith Barney November 2005 - May 2009
E*Trade Professional 2004 - 2005
E*TRADE 2003 - 2005
Quick & Reilly 1995 - 2001
Waterhouse Securities 1993 - 1995
Skills
Fixed Income, Mutual Funds, Options, Management, FINRA, Trading, Compliance, Securities, Investments, Banking, Series 63, Financial Services, Series 7, CRM, Insurance, Training, Portfolio Management, Strategic Financial..., Wealth Management, Leadership, Retirement Planning, Equities, Risk Management, Bonds, Finance, Call Centers, Business Development, Financial Risk, Asset Management, Asset Allocation, Relationship Management, Start-ups, Branch Operation, Branch Management, Series 24, Financial Planning
Education
Saint Joseph's College 2001 — 2010
BS, Organizational Managment
Centereach
Regional BD March 2014 - March 2015
Gold Coast Gold Buyer October 2011 - January 2014
MetLife Financial Services November 2010 - August 2012
AppCrown March 2010 - September 2010
DSI 2009 - 2010
Smith Barney November 2005 - May 2009
E*Trade Professional 2004 - 2005
E*TRADE 2003 - 2005
Quick & Reilly 1995 - 2001
Waterhouse Securities 1993 - 1995
Skills
Fixed Income, Mutual Funds, Options, Management, FINRA, Trading, Compliance, Securities, Investments, Banking, Series 63, Financial Services, Series 7, CRM, Insurance, Training, Portfolio Management, Strategic Financial..., Wealth Management, Leadership, Retirement Planning, Equities, Risk Management, Bonds, Finance, Call Centers, Business Development, Financial Risk, Asset Management, Asset Allocation, Relationship Management, Start-ups, Branch Operation, Branch Management, Series 24, Financial Planning
Education
Saint Joseph's College 2001 — 2010
BS, Organizational Managment
Centereach
Renu Agnihotri's Metlife Financial Services Experience April 2002 - August 2004
Job Area Director at CLUBZ! In Home Tutoring Services Inc.
Industry Financial Services
Experience
CLUBZ! In Home Tutoring Services Inc. December 2010 - Present
Bank of America September 2009 - September 2010
First Horizon April 2005 - January 2008
Independence National August 2004 - March 2005
MetLife Financial Services April 2002 - August 2004
Securico Electronics January 1998 - August 2000
Skills
Banking, Investments, Financial Planning, Insurance, Mortgage, Sales, Small Business, Strategic Financial..., Leadership, Strategic Planning, Management, Customer Service, Mortgage Lending, Program Management, Coaching, Business Analysis
Education
Symbiosis institute of Management Studies 1993 — 1995
MBA, Finance
Womens College 1991 — 1993
MSc, Biotechnology
CLUBZ! In Home Tutoring Services Inc. December 2010 - Present
Bank of America September 2009 - September 2010
First Horizon April 2005 - January 2008
Independence National August 2004 - March 2005
MetLife Financial Services April 2002 - August 2004
Securico Electronics January 1998 - August 2000
Skills
Banking, Investments, Financial Planning, Insurance, Mortgage, Sales, Small Business, Strategic Financial..., Leadership, Strategic Planning, Management, Customer Service, Mortgage Lending, Program Management, Coaching, Business Analysis
Education
Symbiosis institute of Management Studies 1993 — 1995
MBA, Finance
Womens College 1991 — 1993
MSc, Biotechnology
Buzz Bolton's Metlife Financial Services Experience 1993 - 2002
Job Manager Benefits Administration Operations at Cummins
Industry Automotive
Experience
Cummins March 2003 - Present
Deutsche Bank 1993 - 2002
BT Services, TN 1993 - 2002
Bankers Trust/ MetLife 1993 - 2002
MetLife / BT Services 1993 - 2002
MetLife Financial Services 1993 - 2002
Bankers Trust 1993 - 2002
MetLife 1993 - 2002
MetLife / BT Services TN 1993 - 2002
BT SERVICES, A SUBSIDIARY OF BANKERS TRUST 1992 - 2002
Skills
Process Improvement, Vendor Management, Program Management, Cross-functional Team..., Strategy, Buzz Marketing, HRIS, Employee Benefits, Six Sigma, Quality Assurance, Business Process..., Business Analysis, Leadership, Change Management, Human Resources, Customer Service, Project Management, Integration, ERP, Financial Services
Education
University of Alabama 1976 — 1984
Cummins March 2003 - Present
Deutsche Bank 1993 - 2002
BT Services, TN 1993 - 2002
Bankers Trust/ MetLife 1993 - 2002
MetLife / BT Services 1993 - 2002
MetLife Financial Services 1993 - 2002
Bankers Trust 1993 - 2002
MetLife 1993 - 2002
MetLife / BT Services TN 1993 - 2002
BT SERVICES, A SUBSIDIARY OF BANKERS TRUST 1992 - 2002
Skills
Process Improvement, Vendor Management, Program Management, Cross-functional Team..., Strategy, Buzz Marketing, HRIS, Employee Benefits, Six Sigma, Quality Assurance, Business Process..., Business Analysis, Leadership, Change Management, Human Resources, Customer Service, Project Management, Integration, ERP, Financial Services
Education
University of Alabama 1976 — 1984
Benjamin Perkins's Metlife Financial Services Experience August 2001 - February 2004
Job Vice PresidentSr International Relationship Manager
Industry Banking
Experience
HSBC March 2010 - Present
Citibank November 2006 - April 2010
Wachovia February 2004 - November 2006
MetLife Financial Services August 2001 - February 2004
Skills
Portfolio Management, Credit, Banking, Commercial Banking, Loans, Relationship Management, Financial Analysis, Credit Analysis, Finance, Cash Management, Commercial Lending, Credit Risk, Trade Finance, Loan Origination, Commercial Mortgages, Business Relationship...
Education
Accelerated Career Progression Program-Global Commercial Banking 2015 — 2016
HSBC International Relationship Manager Program-Hong Kong 2014 — 2014
Temple University - Fox School of Business and Management 1998 — 2001
Bachelors in Business Administration
Oratory Prep School 1994 — 1998
HSBC March 2010 - Present
Citibank November 2006 - April 2010
Wachovia February 2004 - November 2006
MetLife Financial Services August 2001 - February 2004
Skills
Portfolio Management, Credit, Banking, Commercial Banking, Loans, Relationship Management, Financial Analysis, Credit Analysis, Finance, Cash Management, Commercial Lending, Credit Risk, Trade Finance, Loan Origination, Commercial Mortgages, Business Relationship...
Education
Accelerated Career Progression Program-Global Commercial Banking 2015 — 2016
HSBC International Relationship Manager Program-Hong Kong 2014 — 2014
Temple University - Fox School of Business and Management 1998 — 2001
Bachelors in Business Administration
Oratory Prep School 1994 — 1998
Eric Strominger's Metlife Financial Services Experience March 2009 - March 2010
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. February 2014 - Present
Maxim Group March 2010 - February 2014
MetLife Financial Services March 2009 - March 2010
Eastbrook Capital Group LLC January 1999 - March 2009
Skills
Wealth Management..., Business-Succession..., Estate Investment..., Multigenerational..., Insurance, Securities, Investment Strategies
Education
The George Washington University
Economics
Oppenheimer & Co. Inc. February 2014 - Present
Maxim Group March 2010 - February 2014
MetLife Financial Services March 2009 - March 2010
Eastbrook Capital Group LLC January 1999 - March 2009
Skills
Wealth Management..., Business-Succession..., Estate Investment..., Multigenerational..., Insurance, Securities, Investment Strategies
Education
The George Washington University
Economics
Glenn Scher's Metlife Financial Services Experience April 2008 - Present
Job Financial Advisor at MetLife Financial Services
Industry Financial Services
Experience
MetLife Financial Services April 2008 - Present
deutsche bank 2006 - 2007
Bny Convergex 2004 - 2007
bny brokerage 2004 - 2007
sonic trading 2003 - 2004
heartland securities 1998 - 2003
Education
Thomas Edison State College 2007 — 2011
old bridge high school 1991 — 1995
yes, diploma
MetLife Financial Services April 2008 - Present
deutsche bank 2006 - 2007
Bny Convergex 2004 - 2007
bny brokerage 2004 - 2007
sonic trading 2003 - 2004
heartland securities 1998 - 2003
Education
Thomas Edison State College 2007 — 2011
old bridge high school 1991 — 1995
yes, diploma
Peter VanVorous's Metlife Financial Services Experience April 1999 - May 2004
Job Print Production Coordinator at GreatWest Retirement Services
Industry Financial Services
Experience
Great-West Retirement Services September 2006 - Present
MetLife Financial Services April 1999 - May 2004
Kinko's 1987 - 1998
Skills
InDesign, Vendor Management, Graphic Design, Budgets, Microsoft Office, Newsletters, 401k, Advertising, Business Analysis, Event Management, Event Planning, Integrated Marketing, Leadership, Management, Microsoft Word, New Business Development, Public Relations, Public Speaking, Relationship Management, Social Media Marketing, Social Networking
Education
University of Colorado Boulder 1987 — 1992
Great-West Retirement Services September 2006 - Present
MetLife Financial Services April 1999 - May 2004
Kinko's 1987 - 1998
Skills
InDesign, Vendor Management, Graphic Design, Budgets, Microsoft Office, Newsletters, 401k, Advertising, Business Analysis, Event Management, Event Planning, Integrated Marketing, Leadership, Management, Microsoft Word, New Business Development, Public Relations, Public Speaking, Relationship Management, Social Media Marketing, Social Networking
Education
University of Colorado Boulder 1987 — 1992
Margaret Pawel's Metlife Financial Services Experience July 1988 - August 1990
Job Senior Asset Management Specialist Risk Sharing Asset Management at FDIC
Industry Commercial Real Estate
Experience
FDIC July 2010 - Present
Independently and for Huron Consulting Group May 2007 - July 2010
Fortress Investment Group May 2005 - May 2007
BMC Capital August 2003 - April 2005
Bryan Humphries & Associates July 1998 - August 2003
GE Capital August 1990 - March 1997
MetLife Financial Services July 1988 - August 1990
Metropolitan Financial Savings & Loan February 1987 - July 1988
InterFirst Bank (nka Bank of America - Ft. Worth, TX) May 1978 - August 1985
Skills
commercial real estate..., real estate, real estate finance, Real Estate Economics, Underwriting, Loans, Valuation, Financial Analysis, Real Estate, Property Management, Finance, Commercial Real Estate, Mortgage Lending, Investment Properties, Asset Management, Portfolio Management
Education
Southern Methodist University - Cox School of Business 1985 — 1986
MBA, Real Estate
Southern Methodist University 1973 — 1977
BSCE, Civil Engineering
Alamo Heights HS 1969 — 1973
FDIC July 2010 - Present
Independently and for Huron Consulting Group May 2007 - July 2010
Fortress Investment Group May 2005 - May 2007
BMC Capital August 2003 - April 2005
Bryan Humphries & Associates July 1998 - August 2003
GE Capital August 1990 - March 1997
MetLife Financial Services July 1988 - August 1990
Metropolitan Financial Savings & Loan February 1987 - July 1988
InterFirst Bank (nka Bank of America - Ft. Worth, TX) May 1978 - August 1985
Skills
commercial real estate..., real estate, real estate finance, Real Estate Economics, Underwriting, Loans, Valuation, Financial Analysis, Real Estate, Property Management, Finance, Commercial Real Estate, Mortgage Lending, Investment Properties, Asset Management, Portfolio Management
Education
Southern Methodist University - Cox School of Business 1985 — 1986
MBA, Real Estate
Southern Methodist University 1973 — 1977
BSCE, Civil Engineering
Alamo Heights HS 1969 — 1973
Robb Schiemann's Metlife Financial Services Experience January 2003 - April 2005
Job Senior Employee Benefits Consultant at Barney & Barney, a Marsh & McLennon Agency LLC Company
Industry Insurance
Experience
Barney & Barney, a Marsh & McLennon Agency LLC Company June 2013 - Present
Lincoln Insurance Services April 2005 - June 2013
MetLife Financial Services January 2003 - April 2005
Allegiance Telecom April 2000 - January 2003
Allegiance Telecom February 1999 - May 2000
Allegiance Telecom March 1998 - February 1999
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Account Management, Life Insurance, Sales Management, Sales Process, Benefits Administration, Selling, Sales, New Business Development, Cold Calling, Direct Sales, Retirement, Strategic Planning, 401k, Underwriting, COBRA, Health Savings Accounts, Brokers, Salesforce.com, Solution Selling
Education
University of Kansas 1987 — 1992
Bachelor of Arts (BA), Economics
Barney & Barney, a Marsh & McLennon Agency LLC Company June 2013 - Present
Lincoln Insurance Services April 2005 - June 2013
MetLife Financial Services January 2003 - April 2005
Allegiance Telecom April 2000 - January 2003
Allegiance Telecom February 1999 - May 2000
Allegiance Telecom March 1998 - February 1999
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Account Management, Life Insurance, Sales Management, Sales Process, Benefits Administration, Selling, Sales, New Business Development, Cold Calling, Direct Sales, Retirement, Strategic Planning, 401k, Underwriting, COBRA, Health Savings Accounts, Brokers, Salesforce.com, Solution Selling
Education
University of Kansas 1987 — 1992
Bachelor of Arts (BA), Economics
Josh Plasencio's Metlife Financial Services Experience April 2006 - October 2006
Job Branch President at First Savings Bank
Industry Banking
Experience
First Savings Bank July 2014 - Present
First Savings Bank June 2013 - July 2014
First Savings Bank October 2009 - June 2013
Wells Fargo September 2008 - October 2009
Charles Stephen and company, Inc October 2006 - September 2008
MetLife Financial Services April 2006 - October 2006
Skills
Financial Planning, Estate Planning, Commercial Lending, Consumer Lending, Investment Banking, Banking, Loans, Investments, Financial Analysis, Financial Services, Investment Properties, Financial Reporting, Private Banking, Financial Risk, Financial Statements, Construction Loans, Hotel Asset Management, Asset Management, Strategic Financial..., Risk Management
Education
Southern Methodist University 2014 — 2014
ABA National Commercial Lending School
The University of Texas at El Paso 2001 — 2005
Bachelor’s Degree, Finance
First Savings Bank July 2014 - Present
First Savings Bank June 2013 - July 2014
First Savings Bank October 2009 - June 2013
Wells Fargo September 2008 - October 2009
Charles Stephen and company, Inc October 2006 - September 2008
MetLife Financial Services April 2006 - October 2006
Skills
Financial Planning, Estate Planning, Commercial Lending, Consumer Lending, Investment Banking, Banking, Loans, Investments, Financial Analysis, Financial Services, Investment Properties, Financial Reporting, Private Banking, Financial Risk, Financial Statements, Construction Loans, Hotel Asset Management, Asset Management, Strategic Financial..., Risk Management
Education
Southern Methodist University 2014 — 2014
ABA National Commercial Lending School
The University of Texas at El Paso 2001 — 2005
Bachelor’s Degree, Finance
Lindsay Redmond's Metlife Financial Services Experience February 2004 - November 2004
Job Financial Services
Industry Financial Services
Experience
McGraw Hill Financial April 2015 - Present
Fund of Hedge Funds June 2014 - April 2015
The Bank of New York Mellon 2007 - August 2013
The Bank of New York Mellon December 2007 - January 2009
Lord Abbett January 2005 - August 2007
MetLife Financial Services February 2004 - November 2004
Skills
Alternative Investments, Marketing, Business Strategy, Hedge Funds, Equities, Financial Services, Fixed Income, Investments, Asset Management, Securities, Mutual Funds, Sales, Derivatives, Fund Accounting, Fund Administration, Financial Markets
Education
State University of New York College at Brockport
BS, Public Relations
McGraw Hill Financial April 2015 - Present
Fund of Hedge Funds June 2014 - April 2015
The Bank of New York Mellon 2007 - August 2013
The Bank of New York Mellon December 2007 - January 2009
Lord Abbett January 2005 - August 2007
MetLife Financial Services February 2004 - November 2004
Skills
Alternative Investments, Marketing, Business Strategy, Hedge Funds, Equities, Financial Services, Fixed Income, Investments, Asset Management, Securities, Mutual Funds, Sales, Derivatives, Fund Accounting, Fund Administration, Financial Markets
Education
State University of New York College at Brockport
BS, Public Relations
Jennifer Hinrichsen, CLU, ChFC, CASL, FSS's Metlife Financial Services Experience April 2005 - January 2006
Job Agency Sales TrainerCorporate Agency Deployment & Training Delivery
Industry Financial Services
Experience
State Farm June 2007 - Present
State Farm Insurance & Financial Services 2007 - 2011
STATE FARM January 2007 - April 2010
PHOENIX WEALTH MANAGEMENT January 2006 - June 2007
The Phoenix Companies 2005 - 2007
MetLife Financial Services April 2005 - January 2006
Citigroup June 2004 - April 2005
PRIDE INSURANCE AGENCY January 1994 - January 1999
Skills
Insurance, Estate Planning, Financial Planning, Employee Benefits, Budgeting, Business Planning, Needs Analysis, Disability Insurance, Long Term Care, Long-term Care, Strategic Financial..., Wealth Management, Strategy, Fixed Annuities, Term Life Insurance, Life Insurance, Budgets, Financial Services, Health Insurance, Property
Education
The American College 2006 — 2012
CLU, ChFC, FSS, Financial Planning and Services
Nova Southeastern University 1992 — 1996
Bachelor of Science, Legal Studies
State Farm June 2007 - Present
State Farm Insurance & Financial Services 2007 - 2011
STATE FARM January 2007 - April 2010
PHOENIX WEALTH MANAGEMENT January 2006 - June 2007
The Phoenix Companies 2005 - 2007
MetLife Financial Services April 2005 - January 2006
Citigroup June 2004 - April 2005
PRIDE INSURANCE AGENCY January 1994 - January 1999
Skills
Insurance, Estate Planning, Financial Planning, Employee Benefits, Budgeting, Business Planning, Needs Analysis, Disability Insurance, Long Term Care, Long-term Care, Strategic Financial..., Wealth Management, Strategy, Fixed Annuities, Term Life Insurance, Life Insurance, Budgets, Financial Services, Health Insurance, Property
Education
The American College 2006 — 2012
CLU, ChFC, FSS, Financial Planning and Services
Nova Southeastern University 1992 — 1996
Bachelor of Science, Legal Studies
Lynn D Auria's Metlife Financial Services Experience corporate recruiterhunt real estate1995 - 1999
Job Recruiting Manager at MetLife Financial Services
Industry Financial Services
Experience
MetLife Financial Services corporate recruiterhunt real estate1995 - 1999
Education
University at Buffalo 1979 — 1982
B.A., English Education
MetLife Financial Services corporate recruiterhunt real estate1995 - 1999
Education
University at Buffalo 1979 — 1982
B.A., English Education
Dana K. Mahoney's Metlife Financial Services Experience July 2007 - March 2008
Job Seeking Estate/House Manager Position
Industry Individual & Family Services
Experience
Milstein/Flanzer Family June 2012 - Present
Kagan Family February 2010 - January 2012
Private Individual August 2008 - February 2010
MetLife Financial Services July 2007 - March 2008
Commonwealth of Massachusetts January 2006 - June 2007
LongVue Advisors 2005 - 2005
Analysis Group 2002 - 2005
Chambers Motorcars 2003 - 2004
The Tudor Condominiums 1999 - 2001
State Street 1996 - 1998
Skills
Training, Public Speaking, Marketing Communications, Customer Service, Event Planning, Research, Social Networking, Event Management, Leadership, Fundraising, Management, Nonprofits, Budgets, Insurance, Microsoft Office, Recruiting, System Administration, Investments, Financial Modeling, Employee Relations, Human Resources, Strategic Planning, Policy, Microsoft Excel, Process Scheduler, Marketing, Interviews, Time Management, Sales, Outlook, New Business Development, Team Building, PowerPoint, Public Relations, Administration, Coaching, Microsoft Word, Teamwork, Hospitality, Administrative..., Community Outreach, Social Media, Organizational..., Supervisory Skills, Contract Negotiation, Leadership Development, Negotiation
Education
Suffolk University Law School 1998 — 2002
JD
Suffolk University 1992 — 1996
BS, Philosophy
Wellesley 1976 — 1979
Milstein/Flanzer Family June 2012 - Present
Kagan Family February 2010 - January 2012
Private Individual August 2008 - February 2010
MetLife Financial Services July 2007 - March 2008
Commonwealth of Massachusetts January 2006 - June 2007
LongVue Advisors 2005 - 2005
Analysis Group 2002 - 2005
Chambers Motorcars 2003 - 2004
The Tudor Condominiums 1999 - 2001
State Street 1996 - 1998
Skills
Training, Public Speaking, Marketing Communications, Customer Service, Event Planning, Research, Social Networking, Event Management, Leadership, Fundraising, Management, Nonprofits, Budgets, Insurance, Microsoft Office, Recruiting, System Administration, Investments, Financial Modeling, Employee Relations, Human Resources, Strategic Planning, Policy, Microsoft Excel, Process Scheduler, Marketing, Interviews, Time Management, Sales, Outlook, New Business Development, Team Building, PowerPoint, Public Relations, Administration, Coaching, Microsoft Word, Teamwork, Hospitality, Administrative..., Community Outreach, Social Media, Organizational..., Supervisory Skills, Contract Negotiation, Leadership Development, Negotiation
Education
Suffolk University Law School 1998 — 2002
JD
Suffolk University 1992 — 1996
BS, Philosophy
Wellesley 1976 — 1979
Vince Durso's Metlife Financial Services Experience October 1972 - Present
Job Financial Services Executive at MetLife
Industry Insurance
Experience
MetLife Financial Services October 1972 - Present
Education
Temple University 1967 — 1972
BA, Liberal Arts
West Philadelphia Catholic High School for Boys 1963 — 1967
High School, 9 through 12
Our Lady of Loreto Grade School 1959 — 1963
MetLife Financial Services October 1972 - Present
Education
Temple University 1967 — 1972
BA, Liberal Arts
West Philadelphia Catholic High School for Boys 1963 — 1967
High School, 9 through 12
Our Lady of Loreto Grade School 1959 — 1963
Ray Nichols's Metlife Financial Services Experience November 1999 - November 2000
Job Vice President, Participant Guidance Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments June 2010 - November 2012
Fidelity Investments August 2008 - June 2010
Fidelity Investments January 2007 - July 2008
Independent Financial Marketing Group November 2003 - December 2006
Independent Financial Marketing Group November 2000 - October 2003
MetLife Financial Services November 1999 - November 2000
LEGAL EXPERIENCE January 1995 - January 1999
C Co. 2 January 1990 - January 1996
Attorney General's Office May 1995 - August 1995
Skills
Sales Leadership..., Product Marketing, Management, Training, Coaching, Working in Matrix...
Education
Cornell University School of Law 1993 — 1996
Obtained Juris Doctor, Environmental Law
United States Army Air Defense School Officer Basic 1990 — 1990
Distinguished Honor Graduate
United States Military Academy at West Point 1986 — 1990
Bachelor of Science (BS), Geography
Fidelity Investments November 2012 - Present
Fidelity Investments June 2010 - November 2012
Fidelity Investments August 2008 - June 2010
Fidelity Investments January 2007 - July 2008
Independent Financial Marketing Group November 2003 - December 2006
Independent Financial Marketing Group November 2000 - October 2003
MetLife Financial Services November 1999 - November 2000
LEGAL EXPERIENCE January 1995 - January 1999
C Co. 2 January 1990 - January 1996
Attorney General's Office May 1995 - August 1995
Skills
Sales Leadership..., Product Marketing, Management, Training, Coaching, Working in Matrix...
Education
Cornell University School of Law 1993 — 1996
Obtained Juris Doctor, Environmental Law
United States Army Air Defense School Officer Basic 1990 — 1990
Distinguished Honor Graduate
United States Military Academy at West Point 1986 — 1990
Bachelor of Science (BS), Geography
Lillian Benesevich's Metlife Financial Services Experience February 2005 - Present
Job Sr Business consultant at MetLife Financial Services
Industry Insurance
Experience
MetLife Financial Services February 2005 - Present
Travelers Life & Annuity 1976 - 2005
Skills
Insurance, Requirements Analysis, Analysis, Business Analysis, Business Requirements, Management, SDLC, Enterprise Architecture, Leadership, Fixed Annuities, User Acceptance Testing, Vendor Management, Requirements Gathering, Agile Project Management, Business Process, Visio, Business Process..., Process Improvement, Risk Management
Education
Trinity College-Hartford 1974 — 1978
BA, Mathematics and Economics
The American College
CLU
MetLife Financial Services February 2005 - Present
Travelers Life & Annuity 1976 - 2005
Skills
Insurance, Requirements Analysis, Analysis, Business Analysis, Business Requirements, Management, SDLC, Enterprise Architecture, Leadership, Fixed Annuities, User Acceptance Testing, Vendor Management, Requirements Gathering, Agile Project Management, Business Process, Visio, Business Process..., Process Improvement, Risk Management
Education
Trinity College-Hartford 1974 — 1978
BA, Mathematics and Economics
The American College
CLU
Deb Poland's Metlife Financial Services Experience March 2003 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
MetLife Financial Services March 2003 - March 2009
MetLife 1986 - 2009
MetLife Financial Services July 2000 - March 2003
MetLife Financial Services September 1995 - July 2000
MetLife Financial Services July 1989 - September 1995
MetLife Financial Services May 1986 - July 1989
Education
The American College 1996 — 2000
Master of Science Degree, Management Studies
MetLife Financial Services March 2003 - March 2009
MetLife 1986 - 2009
MetLife Financial Services July 2000 - March 2003
MetLife Financial Services September 1995 - July 2000
MetLife Financial Services July 1989 - September 1995
MetLife Financial Services May 1986 - July 1989
Education
The American College 1996 — 2000
Master of Science Degree, Management Studies
Beverley Kiessig's Metlife Financial Services Experience March 1995 - August 1998
Job Chief Life Officer at Kiessig & Kiessig
Industry Financial Services
Experience
Kiessig & Kiessig January 2013 - Present
Kiessig & Kiessig January 2013 - January 2015
U.S. Bank January 2011 - October 2011
HomeStreet Bank August 2009 - January 2011
GE Commercial Finance June 2006 - February 2009
GE Commercial Finance February 2003 - June 2006
GE Commercial Finance February 2001 - February 2003
GE Commercial Finance August 1998 - February 2001
MetLife Financial Services March 1995 - August 1998
Gentra Capital Corporation September 1987 - March 1995
Skills
Portfolio Management, Loans, Credit, Mortgage Lending, Risk Management, Real Estate, Asset Management, Leadership, Due Diligence, Commercial Real Estate
Education
University of Colorado Boulder 1965 — 1969
BA, Russian
Kiessig & Kiessig January 2013 - Present
Kiessig & Kiessig January 2013 - January 2015
U.S. Bank January 2011 - October 2011
HomeStreet Bank August 2009 - January 2011
GE Commercial Finance June 2006 - February 2009
GE Commercial Finance February 2003 - June 2006
GE Commercial Finance February 2001 - February 2003
GE Commercial Finance August 1998 - February 2001
MetLife Financial Services March 1995 - August 1998
Gentra Capital Corporation September 1987 - March 1995
Skills
Portfolio Management, Loans, Credit, Mortgage Lending, Risk Management, Real Estate, Asset Management, Leadership, Due Diligence, Commercial Real Estate
Education
University of Colorado Boulder 1965 — 1969
BA, Russian
Dennis Rozario, CIPM's Metlife Financial Services Experience September 2001 - October 2003
Job Sr. Financial Analyst at AIG Asset Management Group
Industry Investment Management
Experience
AIG Asset Management Group February 2012 - Present
AIG Global Investment Group October 2009 - January 2012
AIG Investments August 2006 - September 2009
AIG Global Investment Group October 2003 - August 2006
MetLife Financial Services September 2001 - October 2003
Skills
Investments, Fixed Income, Equities, Derivatives, Bloomberg, Portfolio Management
Education
University of Louisiana at Monroe 1999 — 2001
MBA, Business Administration
University of Dhaka 1997 — 1998
Masters of Commerce, Finance
University of Dhaka 1994 — 1997
Bachelors of commerce, Finance & Banking
AIG Asset Management Group February 2012 - Present
AIG Global Investment Group October 2009 - January 2012
AIG Investments August 2006 - September 2009
AIG Global Investment Group October 2003 - August 2006
MetLife Financial Services September 2001 - October 2003
Skills
Investments, Fixed Income, Equities, Derivatives, Bloomberg, Portfolio Management
Education
University of Louisiana at Monroe 1999 — 2001
MBA, Business Administration
University of Dhaka 1997 — 1998
Masters of Commerce, Finance
University of Dhaka 1994 — 1997
Bachelors of commerce, Finance & Banking
Joseph Zahran's Metlife Financial Services Experience May 2001 - May 2004
Job ADCAHB & Florida Blue Director of Sales & Marketing
Industry Executive Office
Experience
Adcahb Medical Coverages your local agency for Florida Blue May 2011 - Present
Florida Blue 2004 - 2015
Florida Blue 2004 - 2015
MetLife Financial Services May 2001 - May 2004
Skills
Insurance, Retirement Planning, Disability Insurance, Series 7, Retirement, Variable Annuities, Fixed Annuities, Universal Life, Term Life Insurance, Critical Illness, Life Insurance, Medicare, Long-term Care, Employee Benefits, Health Insurance, Long Term Care Insurance, Brokers
Education
Ecade University. Lausanne SW. 1984 — 1988
Business Administration and Management, General
1983 — 1987
BS BA, Business administration, Economics
Adcahb Medical Coverages your local agency for Florida Blue May 2011 - Present
Florida Blue 2004 - 2015
Florida Blue 2004 - 2015
MetLife Financial Services May 2001 - May 2004
Skills
Insurance, Retirement Planning, Disability Insurance, Series 7, Retirement, Variable Annuities, Fixed Annuities, Universal Life, Term Life Insurance, Critical Illness, Life Insurance, Medicare, Long-term Care, Employee Benefits, Health Insurance, Long Term Care Insurance, Brokers
Education
Ecade University. Lausanne SW. 1984 — 1988
Business Administration and Management, General
1983 — 1987
BS BA, Business administration, Economics
Cherry Fritz's Metlife Financial Services Experience June 1987 - May 2009
Job administrative
Industry Insurance
Experience
MetLife Financial Services June 1987 - May 2009
Education
Trident Technical College
MetLife Financial Services June 1987 - May 2009
Education
Trident Technical College
Brian Winchell's Metlife Financial Services Experience March 2003 - December 2005
Job Financial Specialist at M&T Bank
Industry Banking
Experience
M&T Bank August 2008 - Present
Wachovia Bank January 2006 - July 2008
MetLife Financial Services March 2003 - December 2005
Education
State University of New York College at Cortland 1993 — 1997
B.S., Education, minor in Management
M&T Bank August 2008 - Present
Wachovia Bank January 2006 - July 2008
MetLife Financial Services March 2003 - December 2005
Education
State University of New York College at Cortland 1993 — 1997
B.S., Education, minor in Management
Carlene Simmons's Metlife Financial Services Experience 2002 - 2004
Job Administrative Consultant
Industry Arts and Crafts
Experience
The Organizing Type June 2014 - Present
Taylor Maide Designs July 2010 - Present
CSC July 2012 - September 2013
State Farm Insurance September 2007 - June 2010
State Farm Insurance June 2004 - May 2007
MetLife Financial Services 2002 - 2004
Skills
Customer Service, Outlook, Customer Relations, Word, Excel, Notary Public, General Insurance, Microsoft Excel, Microsoft Word, Insurance, Marketing, Insurance Claims, Training, Sales, Creative Writing, Administrative..., Blogging, Project Management
Education
Tennessee Technological University 1989 — 1997
BFA, Fine Arts
The Organizing Type June 2014 - Present
Taylor Maide Designs July 2010 - Present
CSC July 2012 - September 2013
State Farm Insurance September 2007 - June 2010
State Farm Insurance June 2004 - May 2007
MetLife Financial Services 2002 - 2004
Skills
Customer Service, Outlook, Customer Relations, Word, Excel, Notary Public, General Insurance, Microsoft Excel, Microsoft Word, Insurance, Marketing, Insurance Claims, Training, Sales, Creative Writing, Administrative..., Blogging, Project Management
Education
Tennessee Technological University 1989 — 1997
BFA, Fine Arts
Michelle Lai's Metlife Financial Services Experience August 2008 - January 2010
Job Accounting Analyst
Industry Financial Services
Experience
Partners Advantage Insurance Services, LLC December 2009 - Present
Disney English September 2011 - September 2012
MetLife Financial Services August 2008 - January 2010
Skills
Life Insurance, Fixed Annuities, Tax Credits, Teaching English as a..., Public Speaking, Strategic Planning, Research, Community Outreach, Analysis, Management, Marketing, Coaching, Outlook, Interviews
Education
University of California, Santa Barbara 2006 — 2008
Bachelor of Arts (B.A.), Business Economics with an emphasis in Accounting, 3.47
Partners Advantage Insurance Services, LLC December 2009 - Present
Disney English September 2011 - September 2012
MetLife Financial Services August 2008 - January 2010
Skills
Life Insurance, Fixed Annuities, Tax Credits, Teaching English as a..., Public Speaking, Strategic Planning, Research, Community Outreach, Analysis, Management, Marketing, Coaching, Outlook, Interviews
Education
University of California, Santa Barbara 2006 — 2008
Bachelor of Arts (B.A.), Business Economics with an emphasis in Accounting, 3.47
AJ Rivers, CFA's Metlife Financial Services Experience January 2009 - October 2009
Job Portfolio Risk Management Analyst
Industry Financial Services
Experience
Genworth October 2014 - Present
Genworth December 2013 - October 2014
Royal Bank of Scotland November 2012 - December 2013
J.P. Morgan November 2009 - November 2012
MetLife Financial Services January 2009 - October 2009
AXA Advisors May 2008 - December 2008
Skills
Derivatives, Bloomberg, Hedge Funds, Equities, Middle Office, Fund Accounting, Emerging Markets, Financial Analysis, Fixed Income, Risk Management, Fixed Income Analysis, Excel, Research, Rates, Credit Analysis, Structured Finance, Fundamental Analysis, Options, Credit Risk, Market Risk, Financial Modeling, VBA
Education
University at Buffalo 2003 — 2008
Communication, Finance, Communication, Marketing/Advertising, Public Relations
Fox Lane
Genworth October 2014 - Present
Genworth December 2013 - October 2014
Royal Bank of Scotland November 2012 - December 2013
J.P. Morgan November 2009 - November 2012
MetLife Financial Services January 2009 - October 2009
AXA Advisors May 2008 - December 2008
Skills
Derivatives, Bloomberg, Hedge Funds, Equities, Middle Office, Fund Accounting, Emerging Markets, Financial Analysis, Fixed Income, Risk Management, Fixed Income Analysis, Excel, Research, Rates, Credit Analysis, Structured Finance, Fundamental Analysis, Options, Credit Risk, Market Risk, Financial Modeling, VBA
Education
University at Buffalo 2003 — 2008
Communication, Finance, Communication, Marketing/Advertising, Public Relations
Fox Lane
Sal Spagnuolo's Metlife Financial Services Experience March 2002 - April 2004
Job Personal Financial Representative at Allstate Financial
Industry Insurance
Experience
Allstate Insurance April 2004 - Present
MetLife Financial Services March 2002 - April 2004
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
B.A., FINANCE
Allstate Insurance April 2004 - Present
MetLife Financial Services March 2002 - April 2004
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
B.A., FINANCE
Marcia Wooley, CFP's Metlife Financial Services Experience January 2007 - November 2009
Job Director of Financial Planning Advisory Services and Operations at MetLife
Industry Financial Services
Experience
MetLife November 2009 - Present
MetLife Financial Services January 2007 - November 2009
MetLife Financial Services December 2005 - January 2007
MetLife Financial Services January 2003 - December 2005
MetLife Financial Services January 2001 - January 2003
MetLife Financial Services May 2000 - January 2001
Skills
Retirement Planning, Financial Advisory, Leadership, Financial Services, Insurance, Strategic Financial..., Wealth Management, Retirement, Estate Planning, Investment Advisory
Education
Texas Tech University 1995 — 1997
BS, Family Financial Planning
Texas Tech University 1991 — 1995
Bachelor of Interior Design
Hamilton High School
MetLife November 2009 - Present
MetLife Financial Services January 2007 - November 2009
MetLife Financial Services December 2005 - January 2007
MetLife Financial Services January 2003 - December 2005
MetLife Financial Services January 2001 - January 2003
MetLife Financial Services May 2000 - January 2001
Skills
Retirement Planning, Financial Advisory, Leadership, Financial Services, Insurance, Strategic Financial..., Wealth Management, Retirement, Estate Planning, Investment Advisory
Education
Texas Tech University 1995 — 1997
BS, Family Financial Planning
Texas Tech University 1991 — 1995
Bachelor of Interior Design
Hamilton High School
Frank Grunseich's Metlife Financial Services Experience March 2007 - Present
Job Account Execeutive at MetLife Financial Services
Industry Financial Services
Experience
MetLife Financial Services March 2007 - Present
Skills
Series 6, Pensions, Variable Annuities, Asset Allocation, Defined Benefit, Employee Benefits, Mutual Funds, Retaining Customers, Life Insurance, 401k, ERISA, Long-term Customer...
Education
State University of New York College at Oneonta 1984 — 1987
B.S., Bussiness Economics
MetLife Financial Services March 2007 - Present
Skills
Series 6, Pensions, Variable Annuities, Asset Allocation, Defined Benefit, Employee Benefits, Mutual Funds, Retaining Customers, Life Insurance, 401k, ERISA, Long-term Customer...
Education
State University of New York College at Oneonta 1984 — 1987
B.S., Bussiness Economics
Siok Hong Chen, PMP's Metlife Financial Services Experience December 1996 - May 1999
Job Senior Scientist at Brown and Caldwell
Industry Environmental Services
Experience
Brown and Caldwell April 2014 - Present
Garner Environmental Services October 2009 - April 2014
CieAura April 2011 - 2011
PROS Holdings NYSE:PRO March 2007 - January 2009
Severn Trent Services May 1999 - October 2006
MetLife Financial Services December 1996 - May 1999
Southern Petroleum Lab February 1993 - September 1996
Halliburtn NUS Lab 1985 - 1993
Skills
Project Management..., Waste Disposal..., Technical Management, Waste, Environmental, Remediation, Emergency Management, HAZWOPER, Environmental Awareness, Industrial Safety, Waste Disposal, Inspection, Safety Management..., Wastewater Treatment, Environmental Policy, Hazardous Materials, Water, Environmental..., Soil, Water Quality, EPA, Environmental Permitting, Project Planning, Risk Assessment, Technology Management, Indoor Air Quality, Hazardous Waste..., Construction Safety, Groundwater, Training, Asbestos, Recycling, Environmental..., Environmental Services, Phase I, Waste Management, Sampling, RCRA, Environmental Science, PMP, Environmental Auditing, Environmental..., Industrial Hygiene, Water Treatment, Environmental Compliance, Occupational Health, Groundwater Remediation, EHS, Environmental Consulting, Hazardous Materials...
Education
Keller Graduate School of Management (DeVry University) 2003 — 2006
Masters, Business Administration
Texas A&M University at Galveston 1982 — 1984
Bachelor, Biology
St. Elizabeth Secondary School 1973 — 1979
High School Diploma, Science
Brown and Caldwell April 2014 - Present
Garner Environmental Services October 2009 - April 2014
CieAura April 2011 - 2011
PROS Holdings NYSE:PRO March 2007 - January 2009
Severn Trent Services May 1999 - October 2006
MetLife Financial Services December 1996 - May 1999
Southern Petroleum Lab February 1993 - September 1996
Halliburtn NUS Lab 1985 - 1993
Skills
Project Management..., Waste Disposal..., Technical Management, Waste, Environmental, Remediation, Emergency Management, HAZWOPER, Environmental Awareness, Industrial Safety, Waste Disposal, Inspection, Safety Management..., Wastewater Treatment, Environmental Policy, Hazardous Materials, Water, Environmental..., Soil, Water Quality, EPA, Environmental Permitting, Project Planning, Risk Assessment, Technology Management, Indoor Air Quality, Hazardous Waste..., Construction Safety, Groundwater, Training, Asbestos, Recycling, Environmental..., Environmental Services, Phase I, Waste Management, Sampling, RCRA, Environmental Science, PMP, Environmental Auditing, Environmental..., Industrial Hygiene, Water Treatment, Environmental Compliance, Occupational Health, Groundwater Remediation, EHS, Environmental Consulting, Hazardous Materials...
Education
Keller Graduate School of Management (DeVry University) 2003 — 2006
Masters, Business Administration
Texas A&M University at Galveston 1982 — 1984
Bachelor, Biology
St. Elizabeth Secondary School 1973 — 1979
High School Diploma, Science
Colleen Hernandez's Metlife Financial Services Experience August 2010 - November 2010
Job Compensation Principal Manager at Southern California Edison (SCE)
Industry Human Resources
Experience
Southern California Edison (SCE) October 2013 - Present
Farmers Insurance November 2010 - October 2013
MetLife Financial Services August 2010 - November 2010
Self January 2010 - August 2010
Citi January 2000 - February 2009
Skills
Acquisition Integration, Project Management, Human Resources, Recruiting, Training, Management, Budgets, Incentive Programs, Consulting, Talent Management, Vendor Management, Process Improvement, Change Management, Risk Management, Organizational..., Due Diligence, Mergers & Acquisitions, Business Analysis, Financial Analysis, Strategy, HR Consulting, Performance Management, Leadership, HR Policies, Deferred Compensation, Employee Relations, Employee Benefits, Compensation Structures, Compensation Strategies, PeopleSoft
Education
Texas Tech University
BBA, Finance
Southern California Edison (SCE) October 2013 - Present
Farmers Insurance November 2010 - October 2013
MetLife Financial Services August 2010 - November 2010
Self January 2010 - August 2010
Citi January 2000 - February 2009
Skills
Acquisition Integration, Project Management, Human Resources, Recruiting, Training, Management, Budgets, Incentive Programs, Consulting, Talent Management, Vendor Management, Process Improvement, Change Management, Risk Management, Organizational..., Due Diligence, Mergers & Acquisitions, Business Analysis, Financial Analysis, Strategy, HR Consulting, Performance Management, Leadership, HR Policies, Deferred Compensation, Employee Relations, Employee Benefits, Compensation Structures, Compensation Strategies, PeopleSoft
Education
Texas Tech University
BBA, Finance
Richard Haffele's Metlife Financial Services Experience January 2001 - January 2005
Job Owner at Financial Partners of Wi. LLC
Industry Financial Services
Experience
Financial Partners of Wi. LLC May 2006 - Present
Financial Partners of Wi. LLC January 2006 - Present
Futurity First Insurance Group2009 February 2009 - August 2009
MetLife Financial Services January 2001 - January 2005
Prudential Financial August 1982 - January 2001
Prudential Financial Services January 1982 - January 2001
Skills
Insurance, Investments, Retirement, Asset, Annuities, Disability Insurance, Retirement Planning, Wealth Management, Fixed Annuities, Life Insurance, Securities, Sales, Medicare, Long-term Care
Education
The American College 1986 — 1990
CLU AND CHFC designations, Insurance and financial planning
University of Wisconsin-Platteville 1970 — 1974
Bachelor of Science, Political Science
University of Wisconsin-Platteville 1970 — 1974
B.S. Letters of Science, Political Science
Blackhawk High School
Financial Partners of Wi. LLC May 2006 - Present
Financial Partners of Wi. LLC January 2006 - Present
Futurity First Insurance Group2009 February 2009 - August 2009
MetLife Financial Services January 2001 - January 2005
Prudential Financial August 1982 - January 2001
Prudential Financial Services January 1982 - January 2001
Skills
Insurance, Investments, Retirement, Asset, Annuities, Disability Insurance, Retirement Planning, Wealth Management, Fixed Annuities, Life Insurance, Securities, Sales, Medicare, Long-term Care
Education
The American College 1986 — 1990
CLU AND CHFC designations, Insurance and financial planning
University of Wisconsin-Platteville 1970 — 1974
Bachelor of Science, Political Science
University of Wisconsin-Platteville 1970 — 1974
B.S. Letters of Science, Political Science
Blackhawk High School
Hyla Robinson-Rice's Metlife Financial Services Experience March 2003 - April 2007
Job Employee Benefits Manager at Hub International Insurance Services, Texas
Industry Insurance
Experience
Hub International Insurance Services, Texas April 2012 - Present
Roach Howard Smith & Barton April 2007 - April 2012
MetLife Financial Services March 2003 - April 2007
E.H. Hanby Insurance Agency, Inc. October 1982 - March 2003
Skills
Insurance, Property & Casualty..., Brokers, Commercial Insurance, Workers Compensation, Liability, Legal Liability, Account Management, Risk Management, Underwriting, Sales Management, Strategic Planning, Health Savings Accounts, Long-term Care, Professional Liability, Retirement Planning, Sales, Term Life Insurance, Whole Life
Education
Southern Methodist University - Cox School of Business 1977 — 1981
BBA, Marketing
Mesquite High School 1974 — 1977
High School Graduate
Hub International Insurance Services, Texas April 2012 - Present
Roach Howard Smith & Barton April 2007 - April 2012
MetLife Financial Services March 2003 - April 2007
E.H. Hanby Insurance Agency, Inc. October 1982 - March 2003
Skills
Insurance, Property & Casualty..., Brokers, Commercial Insurance, Workers Compensation, Liability, Legal Liability, Account Management, Risk Management, Underwriting, Sales Management, Strategic Planning, Health Savings Accounts, Long-term Care, Professional Liability, Retirement Planning, Sales, Term Life Insurance, Whole Life
Education
Southern Methodist University - Cox School of Business 1977 — 1981
BBA, Marketing
Mesquite High School 1974 — 1977
High School Graduate
Adrian Valdivieso's Metlife Financial Services Experience April 2006 - October 2009
Job Accounting Professional
Industry Accounting
Experience
MetLife Financial Services April 2006 - October 2009
Education
University of California, Davis 2003 — 2005
economics
University of California, Davis 2003 — 2005
economics
MetLife Financial Services April 2006 - October 2009
Education
University of California, Davis 2003 — 2005
economics
University of California, Davis 2003 — 2005
economics
Christopher Avitabile's Metlife Financial Services Experience April 2009 - October 2009
Job Financial Representative at IFS Independent Financial Solutions
Industry Financial Services
Experience
IFS- Independent Finacial Solutions November 2009 - Present
MetLife Financial Services April 2009 - October 2009
United Activities Unlimited September 2008 - June 2009
Michael Page February 2008 - July 2008
Education
University at Albany, SUNY 2001 — 2006
BA, Communication
IFS- Independent Finacial Solutions November 2009 - Present
MetLife Financial Services April 2009 - October 2009
United Activities Unlimited September 2008 - June 2009
Michael Page February 2008 - July 2008
Education
University at Albany, SUNY 2001 — 2006
BA, Communication
Nate Gast's Metlife Financial Services Experience March 1997 - May 2000
Job Owner at Custom Audio Concepts
Industry Consumer Electronics
Experience
Custom Audio Concepts March 2000 - Present
MetLife Financial Services March 1997 - May 2000
Hart Audio June 1987 - March 1997
Skills
Marketing Research, Sales Management, Sales, Consumer Electronics, Strategic Planning, Marketing Strategy, Marketing, Account Management, Advertising, B2B, Business Development, Customer Service, Direct Sales, Forecasting, Insurance, Investments, Marketing Communications, Marketing Management, Negotiation, New Business Development, Online Marketing, Product Development, Product Management, Product Marketing, Project Management, Public Relations, Public Speaking, Purchasing, Retail
Education
The Ohio State University 1982 — 1984
Business Administration
Custom Audio Concepts March 2000 - Present
MetLife Financial Services March 1997 - May 2000
Hart Audio June 1987 - March 1997
Skills
Marketing Research, Sales Management, Sales, Consumer Electronics, Strategic Planning, Marketing Strategy, Marketing, Account Management, Advertising, B2B, Business Development, Customer Service, Direct Sales, Forecasting, Insurance, Investments, Marketing Communications, Marketing Management, Negotiation, New Business Development, Online Marketing, Product Development, Product Management, Product Marketing, Project Management, Public Relations, Public Speaking, Purchasing, Retail
Education
The Ohio State University 1982 — 1984
Business Administration
Michelle Gandley's Metlife Financial Services Experience February 2003 - August 2006
Job Owner at Edible Arrangements in Bayport, NY
Industry Food Production
Experience
Edible Arrangements in Bayport, NY September 2006 - Present
MetLife Financial Services February 2003 - August 2006
Education
Suffolk County Community College 1997 — 2000
associates
Edible Arrangements in Bayport, NY September 2006 - Present
MetLife Financial Services February 2003 - August 2006
Education
Suffolk County Community College 1997 — 2000
associates
Brian T. McNeil's Metlife Financial Services Experience December 1999 - November 2003
Job Real Estate Agent at Boston Realty Net
Industry Real Estate
Experience
Boston Realty Net March 2014 - Present
Coldwell Banker Hopps Realty Group May 2013 - February 2014
Sovereign Bank September 2007 - January 2009
Sovereign Bank April 2007 - September 2007
BB&T March 2006 - March 2007
Regions Financial Corporation February 2004 - February 2006
MetLife Financial Services December 1999 - November 2003
Skills
Investments, Portfolio Management, Sales, New Business Development, Finance, Banking, Business Development, Marketing, CRM, Financial Services, Loans, Management, Mutual Funds, Retirement Planning
Education
University of Massachusetts Dartmouth 2012 — 2014
Master of Business Administration (MBA)
St. Thomas University 1985 — 1988
B.A., Business Administration
Boston Realty Net March 2014 - Present
Coldwell Banker Hopps Realty Group May 2013 - February 2014
Sovereign Bank September 2007 - January 2009
Sovereign Bank April 2007 - September 2007
BB&T March 2006 - March 2007
Regions Financial Corporation February 2004 - February 2006
MetLife Financial Services December 1999 - November 2003
Skills
Investments, Portfolio Management, Sales, New Business Development, Finance, Banking, Business Development, Marketing, CRM, Financial Services, Loans, Management, Mutual Funds, Retirement Planning
Education
University of Massachusetts Dartmouth 2012 — 2014
Master of Business Administration (MBA)
St. Thomas University 1985 — 1988
B.A., Business Administration
Harold Early's Metlife Financial Services Experience February 2005 - June 2007
Job Substitute Teacher at Fayetteville Public School District; Fayetteville, AR
Industry Consumer Electronics
Experience
Fayetteville Public School District; Fayetteville, AR 2008 - Present
Fayetteville Public School District August 2008 - Present
Family Dynamics Institute Dynamic Marriage October 2004 - Present
Mosaic Sales Solutions March 2007 - December 2012
Advantage Sales and Marketing January 2005 - May 2011
MetLife Financial Services February 2005 - June 2007
Sam's Club March 2002 - March 2005
Vectris Communications January 1999 - January 2000
AT&T Business Network January 1993 - August 1998
Skills
Sales, Coaching, Customer Service, Retail, Management, Time Management, Microsoft Office, Microsoft Excel, Merchandising, PowerPoint, Team Building, Organizational..., Human Resources, Public Speaking, Marketing Strategy, Account Management, Sales Management, Team Leadership, New Business Development, Analysis, Trade Shows, Microsoft Word, Staff Development, Customer Relations, Negotiation, Word, Excel, Problem Solving, Mentoring, PROFESSIONAL DEVELOPMENT
Education
University of Louisiana at Lafayette 1971 — 1977
Bachelor of Science- Marketing B.S.B.A., Major; Marketing, Minor; Communication
Fayetteville Public School District; Fayetteville, AR 2008 - Present
Fayetteville Public School District August 2008 - Present
Family Dynamics Institute Dynamic Marriage October 2004 - Present
Mosaic Sales Solutions March 2007 - December 2012
Advantage Sales and Marketing January 2005 - May 2011
MetLife Financial Services February 2005 - June 2007
Sam's Club March 2002 - March 2005
Vectris Communications January 1999 - January 2000
AT&T Business Network January 1993 - August 1998
Skills
Sales, Coaching, Customer Service, Retail, Management, Time Management, Microsoft Office, Microsoft Excel, Merchandising, PowerPoint, Team Building, Organizational..., Human Resources, Public Speaking, Marketing Strategy, Account Management, Sales Management, Team Leadership, New Business Development, Analysis, Trade Shows, Microsoft Word, Staff Development, Customer Relations, Negotiation, Word, Excel, Problem Solving, Mentoring, PROFESSIONAL DEVELOPMENT
Education
University of Louisiana at Lafayette 1971 — 1977
Bachelor of Science- Marketing B.S.B.A., Major; Marketing, Minor; Communication
David Ghelerter's Metlife Financial Services Experience April 2009 - March 2010
Job Jacksonville, FL
Industry Nanotechnology
Experience
MetLife Financial Services April 2009 - March 2010
Skills
Financial Analysis, Investments, Financial Modeling, Strategic Financial...
Education
University of Central Florida 2001 — 2006
BSBA, Finance
MetLife Financial Services April 2009 - March 2010
Skills
Financial Analysis, Investments, Financial Modeling, Strategic Financial...
Education
University of Central Florida 2001 — 2006
BSBA, Finance
Andrew La Russa's Metlife Financial Services Experience August 2009 - February 2014
Job Software Engineer at Crystal Rock Water, Coffee & Office Supplies
Industry Financial Services
Experience
Crystal Rock - Water, Coffee & Office Supplies January 2015 - Present
VBrick Systems, Inc. February 2014 - Present
MetLife Financial Services August 2009 - February 2014
Siemens January 2006 - August 2009
Skills
XML, Windows Server, Software Development, SQL, Windows, Salesforce.com, Visual Studio, Powershell, JavaScript, HTML, Apex Programming, Visualforce Pages, Active Directory, Audio Visual Support, Encoders, C#, Visual Basic, LotusScript, CSS, VBA, SOQL, Photoshop, Illustrator, VBScript, Salesforce.com..., Salesforce.com..., jQuery
Education
Southern Connecticut State University
Bachelor's degree, Business/Corporate Communications
Crystal Rock - Water, Coffee & Office Supplies January 2015 - Present
VBrick Systems, Inc. February 2014 - Present
MetLife Financial Services August 2009 - February 2014
Siemens January 2006 - August 2009
Skills
XML, Windows Server, Software Development, SQL, Windows, Salesforce.com, Visual Studio, Powershell, JavaScript, HTML, Apex Programming, Visualforce Pages, Active Directory, Audio Visual Support, Encoders, C#, Visual Basic, LotusScript, CSS, VBA, SOQL, Photoshop, Illustrator, VBScript, Salesforce.com..., Salesforce.com..., jQuery
Education
Southern Connecticut State University
Bachelor's degree, Business/Corporate Communications
Brandie Beauchamp's Metlife Financial Services Experience September 2004 - September 2005
Job Sales Director, Humana MarketPOINT
Industry Insurance
Experience
Humana March 2010 - Present
Humana July 2006 - March 2010
Humana October 2005 - July 2006
MetLife Financial Services September 2004 - September 2005
Self-Employed Insurance Agent/Broker March 2003 - September 2004
CIGNA Healthcare October 2000 - December 2002
CIGNA Healthcare September 1998 - October 2000
United Healthcare March 1997 - August 1998
United Healthcare February 1995 - March 1997
Education
Troy University
Business
Humana March 2010 - Present
Humana July 2006 - March 2010
Humana October 2005 - July 2006
MetLife Financial Services September 2004 - September 2005
Self-Employed Insurance Agent/Broker March 2003 - September 2004
CIGNA Healthcare October 2000 - December 2002
CIGNA Healthcare September 1998 - October 2000
United Healthcare March 1997 - August 1998
United Healthcare February 1995 - March 1997
Education
Troy University
Business
John Terrio's Metlife Financial Services Experience 2004 - 2010
Job President at JWT & Associates
Industry Fund-Raising
Experience
JWT & Associates September 1991 - Present
MetLife Financial Services 2004 - 2010
Skills
Fundraising, Marketing Strategy, Non-profits, Small Business, Public Speaking, Event Planning, Charity Auctioneer, Philanthropy, Strategic Planning, Charity, Nonprofits, Negotiation, Press Releases, Marketing, Social Media Marketing, Sales, Social Networking, Community Outreach, Marketing Communications, Newsletters, Time Management, Budgets, Public Relations, Team Building, Advertising, Online Marketing, Event Management, Email Marketing, Entrepreneurship, Sales Management, Social Media, Leadership Development, Leadership
Education
University of Maine 1978 — 1981
Business, Management
JWT & Associates September 1991 - Present
MetLife Financial Services 2004 - 2010
Skills
Fundraising, Marketing Strategy, Non-profits, Small Business, Public Speaking, Event Planning, Charity Auctioneer, Philanthropy, Strategic Planning, Charity, Nonprofits, Negotiation, Press Releases, Marketing, Social Media Marketing, Sales, Social Networking, Community Outreach, Marketing Communications, Newsletters, Time Management, Budgets, Public Relations, Team Building, Advertising, Online Marketing, Event Management, Email Marketing, Entrepreneurship, Sales Management, Social Media, Leadership Development, Leadership
Education
University of Maine 1978 — 1981
Business, Management
bargesh arora's Metlife Financial Services Experience December 2008 - February 2010
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
MetLife Financial Services December 2008 - February 2010
Education
University of Dayton 2004 — 2007
MS, Computer Engineering
MetLife Financial Services December 2008 - February 2010
Education
University of Dayton 2004 — 2007
MS, Computer Engineering
Stephen Senetcky's Metlife Financial Services Experience November 2005 - September 2009
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2009 - Present
MetLife Financial Services November 2005 - September 2009
Education
Southern Connecticut State University
AXA Advisors September 2009 - Present
MetLife Financial Services November 2005 - September 2009
Education
Southern Connecticut State University
Lila Ressler's Metlife Financial Services Experience June 1998 - January 2003
Job AVPHR Business Consulting at MetLife
Industry Financial Services
Experience
MetLife June 2003 - Present
MetLife Financial Services June 1998 - January 2003
Skills
Insurance, Employee Relations, Strategic Planning, Human Resources, Employee Benefits, Process Improvement, Retail, Talent Management, Training, Recruiting, Performance Management, Succession Planning, Employee Engagement, Talent Acquisition
Education
University of Florida 1990 — 1994
Journalism, Advertising
MetLife June 2003 - Present
MetLife Financial Services June 1998 - January 2003
Skills
Insurance, Employee Relations, Strategic Planning, Human Resources, Employee Benefits, Process Improvement, Retail, Talent Management, Training, Recruiting, Performance Management, Succession Planning, Employee Engagement, Talent Acquisition
Education
University of Florida 1990 — 1994
Journalism, Advertising
Lyndie Jane's Metlife Financial Services Experience May 2008 - Present
Job Personal Marketing Assistant at MetLife Financial Services
Industry Financial Services
Experience
Townsend Insurance Group July 2009 - Present
MetLife Financial Services May 2008 - Present
Education
University of Central Florida 2006 — 2010
Bachelor of Science, Interpersonal/Organizational Communications
Townsend Insurance Group July 2009 - Present
MetLife Financial Services May 2008 - Present
Education
University of Central Florida 2006 — 2010
Bachelor of Science, Interpersonal/Organizational Communications
Deborah Ilic's Metlife Financial Services Experience 2009 - 2010
Job Sales Professional
Industry Staffing and Recruiting
Experience
BarkerGilmore LLC July 2010 - July 2015
MetLife Financial Services 2009 - 2010
IBM 2000 - 2009
SYNERGY, INC 1997 - 2000
FRONTIER COMMUNICATIONS OF ROCHESTER 1995 - 1997
SUN MICROSYSTEMS 1992 - 1995
HEWLETT PACKARD 1982 - 1992
Skills
Financial Services, Direct Sales, Cross-functional Team..., Strategic Planning, Account Management, Business Strategy, Business Development, Negotiation, Sales Management, Team Leadership, Leadership, Recruiting, Management, Product Marketing, Customer Service, Solution Selling, Sales, Sales Operations, Salesforce.com, Storage, Selling, CRM, Lead Generation
Education
State University of New York College at Brockport 1973 — 1977
Bachelor of Science, Psychology
BarkerGilmore LLC July 2010 - July 2015
MetLife Financial Services 2009 - 2010
IBM 2000 - 2009
SYNERGY, INC 1997 - 2000
FRONTIER COMMUNICATIONS OF ROCHESTER 1995 - 1997
SUN MICROSYSTEMS 1992 - 1995
HEWLETT PACKARD 1982 - 1992
Skills
Financial Services, Direct Sales, Cross-functional Team..., Strategic Planning, Account Management, Business Strategy, Business Development, Negotiation, Sales Management, Team Leadership, Leadership, Recruiting, Management, Product Marketing, Customer Service, Solution Selling, Sales, Sales Operations, Salesforce.com, Storage, Selling, CRM, Lead Generation
Education
State University of New York College at Brockport 1973 — 1977
Bachelor of Science, Psychology
Tin Kong, PhD's Metlife Financial Services Experience February 2011 - September 2012
Job Risk Analyst Lead
Industry Investment Management
Experience
AIG Asset Management June 2015 - Present
Moody's Analytics September 2012 - May 2015
MetLife Financial Services February 2011 - September 2012
Forefront Capital LLC November 2010 - February 2011
University of Georgia August 2005 - July 2010
Alpha Quant Club 2010 - 2010
Skills
R, VBA, Quantitative Finance, Matlab, SAS, C++, Risk Analysis, SQL, Credit Risk, Unix, Stochastic Calculus, Quantitative Modeling, Risk Management, Quantitative Analysis, Statistics, Mathematics, SQL Server, Statistical Arbitrage, Market Risk, Economic Capital, VAR, Monte Carlo Simulation, Quantitative Analytics, Credit, Financial Engineering, Credit Derivatives, Risk Analytics, Portfolio Management, Time Series Analysis, Risk Modeling, Financial Risk, Derivatives, Options, Valuation, Equities, Fixed Income, Solvency II
Education
The University of Georgia 2005 — 2010
PhD, Mathematical Finance, Dissertation: Stochastic Control and Optimization of Assets Trading
The University of Georgia 2006 — 2009
MS, Statistics
Alpha Quant Club StatArb class
AIG Asset Management June 2015 - Present
Moody's Analytics September 2012 - May 2015
MetLife Financial Services February 2011 - September 2012
Forefront Capital LLC November 2010 - February 2011
University of Georgia August 2005 - July 2010
Alpha Quant Club 2010 - 2010
Skills
R, VBA, Quantitative Finance, Matlab, SAS, C++, Risk Analysis, SQL, Credit Risk, Unix, Stochastic Calculus, Quantitative Modeling, Risk Management, Quantitative Analysis, Statistics, Mathematics, SQL Server, Statistical Arbitrage, Market Risk, Economic Capital, VAR, Monte Carlo Simulation, Quantitative Analytics, Credit, Financial Engineering, Credit Derivatives, Risk Analytics, Portfolio Management, Time Series Analysis, Risk Modeling, Financial Risk, Derivatives, Options, Valuation, Equities, Fixed Income, Solvency II
Education
The University of Georgia 2005 — 2010
PhD, Mathematical Finance, Dissertation: Stochastic Control and Optimization of Assets Trading
The University of Georgia 2006 — 2009
MS, Statistics
Alpha Quant Club StatArb class
CJ Hessel's Metlife Financial Services Experience February 2003 - June 2010
Job Vice President at Marsh & McLennan Companies
Industry Insurance
Experience
Marsh Inc. June 2010 - Present
MetLife Financial Services February 2003 - June 2010
Skills
Insurance, Disability Insurance, Property & Casualty..., Employee Benefits, Commercial Insurance, Sales, Fixed Annuities, Long-term Care, Term Life Insurance, Life Insurance, Series 63, Health Insurance, Retirement, 401k, Retirement Planning, Series 7
Education
University of Connecticut 1998 — 2001
Marsh Inc. June 2010 - Present
MetLife Financial Services February 2003 - June 2010
Skills
Insurance, Disability Insurance, Property & Casualty..., Employee Benefits, Commercial Insurance, Sales, Fixed Annuities, Long-term Care, Term Life Insurance, Life Insurance, Series 63, Health Insurance, Retirement, 401k, Retirement Planning, Series 7
Education
University of Connecticut 1998 — 2001
Eric Varga's Metlife Financial Services Experience June 2005 - March 2008
Job Market Development Executive Symantec at Ingram Micro
Industry Information Technology and Services
Experience
Ingram Micro August 2015 - Present
Ingram Micro September 2013 - July 2015
Ingram Micro March 2008 - September 2013
MetLife Financial Services June 2005 - March 2008
Skills
Solution Selling, Account Management, Strategic Partnerships, Channel Partners, New Business Development, Go-to-market Strategy, Marketing, Marketing Strategy
Education
State University of New York College at Buffalo 2002 — 2006
B.A. Business Administration, Business
State University of New York College at Buffalo 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Ingram Micro August 2015 - Present
Ingram Micro September 2013 - July 2015
Ingram Micro March 2008 - September 2013
MetLife Financial Services June 2005 - March 2008
Skills
Solution Selling, Account Management, Strategic Partnerships, Channel Partners, New Business Development, Go-to-market Strategy, Marketing, Marketing Strategy
Education
State University of New York College at Buffalo 2002 — 2006
B.A. Business Administration, Business
State University of New York College at Buffalo 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Jason Pirtle's Metlife Financial Services Experience January 2010 - February 2013
Job Director of Business Development, Network Contracting & Management at Brookhaven Hospital, NRI
Industry Hospital & Health Care
Experience
Brookhaven Hospital, Neurological Rehabiliation Institute February 2013 - Present
MetLife Financial Services January 2010 - February 2013
Coventry Health Care July 2006 - December 2009
PacifiCare Health Systems February 2004 - July 2006
Saint Francis Health System July 1999 - October 2003
Prudential Healthcare January 1995 - July 1999
Skills
Risk Management, Contract Negotiation, Contract Management, Financial Analysis, Management, New Business Development, Business Development, Strategic Financial..., Business Strategy, Provider Relations, Sales, Liability, Insurance, Medicare/Medicaid..., Employee Benefits, Medicare, General Insurance, Financial Services, Customer Service, Leadership, Wealth Management
Education
Southern Nazarene University 1997 — 1999
Masters, MSM
Brookhaven Hospital, Neurological Rehabiliation Institute February 2013 - Present
MetLife Financial Services January 2010 - February 2013
Coventry Health Care July 2006 - December 2009
PacifiCare Health Systems February 2004 - July 2006
Saint Francis Health System July 1999 - October 2003
Prudential Healthcare January 1995 - July 1999
Skills
Risk Management, Contract Negotiation, Contract Management, Financial Analysis, Management, New Business Development, Business Development, Strategic Financial..., Business Strategy, Provider Relations, Sales, Liability, Insurance, Medicare/Medicaid..., Employee Benefits, Medicare, General Insurance, Financial Services, Customer Service, Leadership, Wealth Management
Education
Southern Nazarene University 1997 — 1999
Masters, MSM
Tam Zezulka's Metlife Financial Services Experience August 1999 - November 2000
Job Financial Controller at The Lakeside Group of Companies
Industry Real Estate
Experience
The Lakeside Group, LLC August 2003 - Present
MetLife Financial Services August 1999 - November 2000
Skills
Strategic Planning, Budgets, Microsoft Office, Improvisation, PowerPoint, Nonprofits
Education
University of Connecticut
The Lakeside Group, LLC August 2003 - Present
MetLife Financial Services August 1999 - November 2000
Skills
Strategic Planning, Budgets, Microsoft Office, Improvisation, PowerPoint, Nonprofits
Education
University of Connecticut
Richard Valenti's Metlife Financial Services Experience April 1996 - June 2000
Job Financial Services Professional
Industry Financial Services
Experience
Lancaster, New York May 2003 - Present
WS Griffith Advisors, Inc. June 2000 - May 2003
MetLife Financial Services April 1996 - June 2000
Skills
Training, Recruiting, Coaching, Marketing, Selling, Strategic Partnerships, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Portfolio Management, Risk Management, Financial Analysis, Asset Management, Health Insurance, Employee Benefits, Banking, Customer Service, Finance, Sales
Education
University at Buffalo 1992 — 1995
Doctor of Law (J.D.), Law
SUNY Empire State College 1992 — 1994
Bachelor of Science (B.S.), Multiculturalism
Lancaster, New York May 2003 - Present
WS Griffith Advisors, Inc. June 2000 - May 2003
MetLife Financial Services April 1996 - June 2000
Skills
Training, Recruiting, Coaching, Marketing, Selling, Strategic Partnerships, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Portfolio Management, Risk Management, Financial Analysis, Asset Management, Health Insurance, Employee Benefits, Banking, Customer Service, Finance, Sales
Education
University at Buffalo 1992 — 1995
Doctor of Law (J.D.), Law
SUNY Empire State College 1992 — 1994
Bachelor of Science (B.S.), Multiculturalism
Jason Sigmon's Metlife Financial Services Experience January 2001 - March 2002
Job Technical Project Lead at Triad Advisors
Industry Financial Services
Experience
Triad Advisors March 2013 - Present
Triad Advisors Inc July 2006 - March 2013
Triad Advisors July 2006 - March 2013
Triad Advisors June 2004 - July 2006
Triad Advisors October 2002 - June 2004
Triad Advisors March 2002 - October 2002
MetLife Financial Services January 2001 - March 2002
Skills
Mutual Funds, Financial Advisory, Series 63, CRM, Investments, Financial Services, Securities, Accounting, Analysis, Insurance, Strategic Financial...
Education
The Citadel 1991 — 1995
BS, Business Administration
The Citadel, The Military College of South Carolina
Bachelor of Science, Business Administration
Triad Advisors March 2013 - Present
Triad Advisors Inc July 2006 - March 2013
Triad Advisors July 2006 - March 2013
Triad Advisors June 2004 - July 2006
Triad Advisors October 2002 - June 2004
Triad Advisors March 2002 - October 2002
MetLife Financial Services January 2001 - March 2002
Skills
Mutual Funds, Financial Advisory, Series 63, CRM, Investments, Financial Services, Securities, Accounting, Analysis, Insurance, Strategic Financial...
Education
The Citadel 1991 — 1995
BS, Business Administration
The Citadel, The Military College of South Carolina
Bachelor of Science, Business Administration