Metlife Financial Services
Metlife Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Metlife Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Metlife Financial Services Employees
General Mills April 2015 - Present
Annie's Inc. August 2014 - April 2015
Annie's Inc. December 2013 - July 2014
Annie's Inc. September 2013 - November 2013
Annie's Inc. March 2011 - August 2013
Annie's Inc. December 2010 - February 2011
MetLife Financial Services March 2010 - August 2010
UBS Financial Services January 2010 - June 2010
Skills
Marketing, Project Management, Social Media, New Business Development, Competitive Analysis, Advertising, Marketing Strategy, Sales, Social Media Marketing, Brand Management, Business Development, Market Research, Strategy, Account Management
Education
University of San Diego 2005 — 2009
BBA, Finance, Marketing
TD Ameritrade Institutional June 2013 - Present
Zywave 2011 - 2013
EISI 2005 - 2011
Financial Profiles 2004 - 2005
MetLife Financial Services 2002 - 2004
Fleishman-Hillard 2000 - 2001
Skills
Financial Planning, User Experience, Product Management, Product Marketing, Competitive Analysis, SaaS, Marketing Strategy, Cross-functional Team..., Strategic Planning, Agile, New Business Development, Product Development, Social Media, B2B, Business Strategy, Problem Solving, Software Development, Product Launches, Quality Assurance, Agile Methodologies, Strategic Financial..., Blogger, White Papers, Product Launch, Strategy, Salesforce.com, Forecasting, Business Analysis, CRM, Team Leadership, Management, Strategic Partnerships, Project Management, Integration, Leadership, Account Management, Project Planning, Mobile Applications, Consumer Products, Usability, User Experience Design, User Interface Design, User Interface, Software Product..., Product Lifecycle..., Professional Services, Consumer Behaviour, Partner Management, Sales, Public Relations
Education
University of San Diego 1995 — 1999
BBA, Emphasis in Finance and Marketing
St. Augustine 1991 — 1995
Prudential Financial November 2014 - Present
State Farm July 2013 - November 2014
Insurance Solutions Group, Inc. July 2012 - July 2013
Summit Alliance Companies August 2011 - July 2012
MetLife June 2008 - August 2011
Merrill Lynch 2006 - June 2008
MetLife Financial Services 2003 - 2006
Skills
Insurance, Strategic Financial..., Investment Advisory, Business Development, Business Analysis, Estate Planning, Risk Management, Intergenerational..., Investments, Strategic Planning, Small Business, Health Insurance, Leadership, Management, Employee Benefits, Fixed Annuities, Disability Insurance, Retirement Planning, Long-term Care, Marketing, Finance, Life Insurance, Retirement, 401k, Wealth, Mutual Funds, Financial Services, Series 7, Series 6, FINRA, Financial Planners, Series 63, Term Life Insurance, Wealth Management, Investment Strategies, Securities, Asset Allocation, Portfolio Management, IRAs, Wealth Management..., Asset Management, Underwriting, Alternative Investments, Long Term Care Insurance, Pensions, Investment Management, Wealth Accumulation, Bonds, Personal Finance, Series 65
Education
American College 2009 — 2013
CFP, Economics & Planning
University of Mississippi 1998 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Yelp April 2015 - Present
Yelp January 2015 - Present
Yelp October 2014 - Present
Yelp March 2013 - Present
Solar Universe July 2011 - August 2011
Palo Alto Weekly June 2010 - August 2010
Peter Shaw February 2007 - August 2009
MetLife Financial Services July 2006 - September 2006
iTradeNetwork July 2005 - September 2005
Skills
Microsoft Office, Microsoft Word, Bloomberg Terminal, Customer Service, PowerPoint, Microsoft Excel, Sales Presentations, Salesforce.com, Business Development, Social Networking, Strategic Sales
Education
University of San Francisco
Bachelor of Arts (B.A.), Economics
LDR August 2015 - Present
The Rainmaker Institute March 2014 - August 2015
Daley & Heft, LLP January 2013 - April 2013
The Honorable Karen S. Crawford September 2012 - December 2012
Tri-City Medical Center July 2012 - December 2012
Law Offices of Debra C. Scheufler, APC October 2011 - July 2012
Mario Ramos, PLLC May 2011 - August 2011
MetLife Financial Services 2009 - 2010
Skills
Legal Research, Legal Writing, Westlaw, Microsoft Office, Litigation, Courts, Mediation, Lexis, Negotiation, Customer Service, Civil Litigation, Public Speaking, Trials, Research, Microsoft Word, Microsoft Excel, LexisNexis, Community Service, Closing Deals, Deal Closure, Social Media, Event Planning, PowerPoint, Writing, Nonprofits, Leadership, Networking, Social Networking, Fundraising, Community Outreach, Marketing, Management, Social Media Marketing, Legal Assistance, Spanish, Compliance, Healthcare Law
Education
California Western School of Law 2010 — 2013
J.D.
University of San Diego 2006 — 2010
BA, Political Science, International Business
Charles Schwab June 2015 - Present
Baker Tilly Virchow Krause, LLP July 2013 - June 2015
TexelTek, Inc. January 2011 - July 2013
Bay Technologies Consulting Group, Inc. August 2009 - January 2011
MetLife Financial Services June 2008 - August 2008
Skills
Wealth Management, Personal Financial..., Financial Analysis, Finance, Strategic Financial..., Financial Modeling, Mergers & Acquisitions
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance
Northern Virginia Community College October 2011 - Present
Home Energy Detective January 2009 - November 2012
ME Flow August 2005 - January 2009
Stafford Heating and Air October 2004 - May 2005
Secure Paper Solutions Mid Atlantic July 2004 - October 2004
MetLife Financial Services September 2001 - July 2004
University of Mary Washington August 1998 - September 2001
Skills
Sustainability, Marketing, Sales, Recruiting, Energy, Sales Management, Selling, Insurance, Strategic Planning, Fixed Annuities, Strategic Financial..., Customer Service, Coordination, Teaching, Student Counseling
Education
University of Virginia 1995 — 1997
Master's degree, Counselor Education
University of Richmond 1991 — 1995
B.A., Psychology, Sociology
Silverstein Properties, Inc. April 2015 - Present
Portigon AG July 2010 - April 2015
360 Vantage Group January 2010 - July 2010
Granite Construction October 2004 - October 2009
MetLife Financial Services February 2003 - October 2004
Tampa Electric January 2002 - May 2002
Skills
Outlook, Financial Analysis, Financial Reporting, Visio, Microsoft Word, PowerPoint, Business Analysis, Change Management, Management, Microsoft Office, Negotiation, Process Improvement, Project Management, Risk Management, Strategic Planning, Vendor Management, Team Building, Microsoft Excel, Access
Education
University of South Florida 1998 — 2002
BSME, Engineering
Trusteed Plans Service Corporation (TPSC) May 2015 - Present
Digital Insurance February 2012 - May 2015
Berg Andonian February 2012 - June 2013
Propel Insurance April 2008 - August 2011
MetLife Financial Services June 2007 - March 2008
Talyst April 2005 - May 2007
Skills
Insurance, Disability Insurance, Life Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Customer Service, Sales, Term Life Insurance, Retirement Planning, Long-term Care, Brokers, Finance, Fixed Annuities, Underwriting, Account Management, Long Term Care Insurance, Data Entry, Office Management, Asset Allocation, TPA, Self-funded, Stop Loss, Third Party..., Marketing
Education
University of Phoenix 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Stratford School May 2012 - Present
AA-Careers 2008 - October 2011
Value Vision Management Consultant 2004 - 2008
MetLife Financial Services 1994 - 1997
Boyden 1992 - 1994
Citibank 1989 - 1992
Skills
Recruiting, Human Resources, Leadership, Interviews, Marketing, New Business Development, Sales, Sales Operations, Temporary Placement, Succession Planning, Negotiation, Selling, Screening, Research, Customer Satisfaction, Talent Acquisition, Onboarding, Training, Executive Coaching, Career Counseling, Career Management, Talent Management
Education
University of Pune
MBA, Marketing
Crawford Dental Lab October 2005 - Present
Krista Crawford, LMT October 2004 - Present
MetLife Financial Services September 2003 - September 2004
JP Morgan Chase January 2000 - August 2001
Skills
Strategic Planning, Sales, Process Improvement, New Business Development, Leadership, Business Planning, Account Management, Customer Service, Business Strategy, Operations Management, Project Management, Financial Analysis, Asset Management, Investments, Employee Benefits, Sales Operations, Small Business, Microsoft Office, Financial Reporting, Product Development, Project Planning, Microsoft Word, Medical Devices, Wealth Management, Budgets, Marketing, Asset Managment, Leadership Development, Sales Management, Start-ups, Team Building
Education
University of South Florida 1997 — 2000
BA, Finance
Bank of America Merrill Lynch September 2011 - Present
MetLife Financial Services June 2007 - September 2011
Bank of America February 2002 - June 2007
Skills
Executive Benefit..., Fixed Annuities, Retirement Planning, Retirement, Disability Insurance, Life Insurance, Long Term Care Insurance, IRAs, Variable Products, Term Life Insurance, 401k Rollovers, Long-term Care, Insurance, Variable Annuities, Series 6, Series 7, Roth IRA, Mutual Funds, Wealth Accumulation, Series 63, Commercial Banking, Commercial Lending, SBA, SBA 504, Commercial Insurance, Commercial Real Estate, Banking, Investment Banking, Private Banking, Estate Planning, Small Business Lending, Asset Based Lending, Securities Lending, Finance, Uniform Combined State..., Financial Services, Wealth Management, Portfolio Management, Treasury Management, Series 65, Lines Of Credit, Mortgage Lending
Education
University of Phoenix 2011 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance
University of South Florida
Bachelor of Science (B.S.), Finance
Essential Insurance Financial Group, LLC June 2009 - Present
The Essential Insurance Group, LLC 2009 - 2012
MetLife Financial Services September 2001 - June 2009
Skills
Financial Services, Health Insurance, Insurance, Investments, Life Insurance, Management, Long-term Care, Property, Retirement Planning, Strategic Planning, Financial Planning
Education
University of New Orleans 1988 — 1994
Bachelor of Science (B.S.), Business management/Finance
Jesuit High School 1984 — 1988
Diploma, College prep
The Moody Street Group, LLC August 2011 - Present
American United Life Insurance Company® August 2011 - Present
MetLife Financial Services January 2008 - July 2010
New England Financial January 2001 - January 2008
Prudential Financial October 1993 - January 2001
Education
University of Pennsylvania - The Wharton School 1985 — 1989
Bachelor of Science, Economics
Plymouth-Whitemarsh H. S. 1982 — 1985
High School Diploma
Fortune Practice Management of TN and AL January 2014 - Present
Command Alkon September 2011 - December 2013
Business Interiors June 2010 - September 2011
Manpower 2009 - 2010
MetLife Financial Services 2007 - 2009
Skills
Recruiting, Customer Service, Human Resources, Interviews, Employee Relations, Temporary Placement, Temporary Staffing, Personnel Management, Project Management, Technical Recruiting, Budgets, Hiring, Talent Acquisition, Management, Applicant Tracking..., Strategic Planning, Training, Sourcing, Staffing Services
Education
University of Mississippi - School of Business Administration 2001 — 2005
BBA, Human Resource Mgmt
Ameri-Pride inc March 2010 - Present
MetLife Financial Services July 2004 - December 2008
Checkers Drive In Restaurants September 1999 - September 2003
Chase Manhattan Bank January 1990 - June 1999
Skills
Accounts Payable, Accounting, Cash Management, Account Reconciliation, General Ledger, Accounts Receivable, Payroll, Forecasting, PeopleSoft, QuickBooks, Financial Statements, Cash Flow, Journal Entries, Access, Bank Reconciliation, Analysis, Banking, Microsoft Excel, Outlook, Management, Spreadsheets, Lawson General Ledger, Peachtree, Time Management, Customer Service
Education
University of South Florida 1996 — 2001
Bachelor Administration Degree, Accounting
University of South Florida 1996 — 2001
BS, Accounting
South Florida Engraving Inc. dba Rainbow Engraving, Inc. April 2011 - Present
USAT Corp May 2013 - November 2014
USAT Corp. January 2008 - May 2013
USAT Corp. November 2004 - January 2008
Sprint 2002 - 2004
New York Life Insurance 2001 - 2002
MetLife Financial Services 2000 - 2001
AOL/Time Warner 1998 - 2000
United States Army August 1992 - January 1997
Skills
CRM, Contract Negotiation, Sales Management, Telecommunications, Business Planning, Wireless, Sales Operations, Project Management, Selling, Business Development, Business Analysis, Solution Selling, Mobile Devices, Sales, E-commerce, Training, VoIP, Salesforce.com, Direct Sales, Laser Engraving, Marketing Strategy, Promotional Solutions, Employee Recognition, Corporate Branding, Branding & Identity, Engraving, Development Of..., Corporate Gifts, Recognition Awards, Service Awards, Plaques, Ribbons, Medals, Trophies, Strategic Partnerships, Account Management, Management, Product Management, Managed Services, Sales Process
Education
University of South Florida 1998 — 2000
BS, Finance/Marketing
GECOM Corporation January 2015 - Present
TRW October 2010 - January 2015
JP Morgan Chase January 2010 - October 2010
MetLife Financial Services June 2009 - December 2009
Dura Automotive January 2008 - November 2008
PPG Industries June 2006 - August 2007
Skills
Product Development, Engineering, Training, Automotive, Root Cause Analysis, FMEA, Six Sigma, Lean Manufacturing
Education
University of Michigan 2001 — 2006
BSE, Mechancial Engineering
Kalamazoo Central Highschool
Bank of America October 2010 - Present
Bank of America March 2008 - October 2010
Bank of America February 2006 - February 2008
MetLife Financial Services 1997 - 2002
Skills
Vendor Management, Governance, Product Management, Telephony, Infrastructure, Strategy, Banking, Management, Disaster Recovery, Vendor Relationships, Service Delivery, Contact Centers, Integration, Process Improvement, Avaya, Change Management, Data Center, Risk Management, Call Centers, Leadership, Call Center, IVR, Customer Experience, Project Portfolio...
Education
University of Rhode Island 1987 — 1991
Bachelor of Science (B.S.), Consumer Affairs and Marketing
SunTrust Investment Services, Inc April 2011 - Present
5/3 Bank November 2009 - April 2011
Bank of America July 2008 - March 2009
E*TRADE Financial November 1998 - June 2008
DLJdirect 1998 - 2002
R.M. Stark January 1998 - November 1998
MetLife Financial Services May 1997 - January 1998
Education
University of North Carolina at Asheville 1993 — 1997
Bachelor of Arts (B.A.), Economics
Phipps Conservatory and Botanical Gardens March 2015 - Present
VisitPittsburgh May 2012 - March 2015
Pittsburgh Zoo & PPG Aquarium April 1999 - May 2012
UPMC February 1994 - April 1999
MetLife Financial Services March 1989 - September 1993
Skills
Public Relations, Media Relations, Campaigns, Social Media, Marketing, Event Planning, Newsletters, Public Speaking, Editing, Copywriting, Press Releases, Advertising, Marketing Communications, Market Research, Community Development, Event Management, Video, Internal Communications, Photography, Fundraising, Strategic Communications, Sales, Strategy, Social Media Marketing, Corporate Communications, Email Marketing, Publicity, Facebook, Social Networking, Blogging, Web Content, Brand Development, Online Marketing, Trade Shows, Digital Marketing, Copy Editing, Nonprofits, Creative Direction, Creative Writing, Magazines, Content Strategy, Web Content Management, Crisis Communications, Marketing Strategy, SEO, Integrated Marketing, Brand Awareness, Digital Strategy, Sponsorship, New Media
Education
University of Pittsburgh
Bachelor's, Communications, Economics, Political Science
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Fifth Third Bank November 2010 - Present
United Auto Credit Corporation February 2010 - November 2010
MetLife Financial Services October 2008 - March 2010
Capital One Auto Finance December 2002 - October 2008
Merrimac Paper Company December 1999 - November 2002
Self-Employed 1997 - 1999
Heidelberg 1995 - 1997
Cabletron Systems 1993 - 1995
Skills
Sales Management, Financial Services, Sales, Credit, Loans, Underwriting, Sales Process, Credit Analysis, Relationship Management, Account Management, Finance, New Business Development, Banking, Consumer Lending, Credit Risk
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
B.A., Economics
Veterans United Home Loans August 2014 - Present
Veterans United Home Loans August 2013 - Present
Veterans United Home Loans August 2013 - Present
Veterans United Home Loans May 2011 - Present
MetLife Financial Services July 2010 - May 2011
New York Life Insurance Company August 2008 - June 2010
Skills
Process Improvement, SharePoint
Education
University of Missouri-Columbia 1988 — 1992
Bachelors, Computer Science
Virginia Opera Association August 2005 - May 2006
MetLife Financial Services February 2004 - October 2005
Education
University of North Texas 2010 — 2010
Bachelors, Applied Arts & Sciences
Granite Telecommunications June 2015 - Present
Granite Telecommunications January 2012 - Present
Kid Castle November 2010 - December 2011
The Norfolk and Dedham Group July 2009 - November 2010
Fine Arts Department September 2008 - May 2009
UMass Dartmouth September 2007 - May 2009
Law Offices of Smeloff and Benner 2005 - 2009
MetLife Financial Services June 2008 - August 2008
Skills
PowerPoint, Customer Service, Research, Microsoft Excel, Marketing, Microsoft Office, Time Management
Education
University of Massachusetts Dartmouth 2005 — 2009
BS, Human Resource
ICAL Online TEFL
TEFL Certificate, TEFL ESL
Oppenheimer Funds 2006 - Present
MetLife Financial Services 2003 - 2006
PRUDENTIAL FINANCIAL 1981 - 2003
Skills
Series 6, FINRA, Retirement, Fixed Annuities, Retirement Planning, Financial Advisory, Marketing, Public Speaking, Series 63, Series 24, Series 7, 401k, Mutual Funds, Asset Allocation, Investment Advisory
Education
University of Richmond 1977 — 1981
BA, English
NBCUniversal, Inc. April 2015 - Present
NBCUniversal, Inc. January 2012 - Present
KPMG July 2011 - January 2012
NBC Universal January 2010 - July 2011
NBC Universal January 2010 - June 2010
NBC Universal March 2009 - January 2010
R & L Associates December 2008 - March 2009
MetLife Financial Services June 2008 - March 2009
The Hive March 2005 - March 2008
WRKO Radio June 2007 - November 2007
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
B.S., Management
Nasdaq November 2014 - Present
iQor November 2013 - April 2014
Bridgewater Associates June 2013 - November 2013
JPMorgan Chase July 2012 - June 2013
MetLife January 2009 - July 2012
MetLife January 2006 - 2009
MetLife Financial Services April 2005 - April 2006
University of Pennsylvania August 2003 - April 2005
Wasatch Advisors 1999 - 2001
Skills
•Fluent in Bulgarian..., Volunteer: Mentor Kids..., Pivot Tables, Spanish, Conversation, Bulgarian, Bloomberg, Microsoft Excel, PowerPoint, Russian, Organization, Market Research, Negotiation, Strategy, Analysis, Business Planning, Finance, Analytics, Strategic Planning, Team Building, Due Diligence, Strategic Financial..., Financial Reporting, Management Consulting, Asset Management, International Business, Forecasting, Competitive Analysis, Corporate Finance, Investments, Mergers, Start-ups, Mergers & Acquisitions, Valuation, Management, Financial Analysis, Financial Planning, Financial Modeling, Business Development, Business Strategy, Project Management, Consulting
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (MBA)
Brigham Young University 1994 — 1998
Bachelor's degree, International Relations and Affairs
American Equity June 2015 - Present
MetLife Investors March 2009 - June 2015
MetLife Financial Services November 2012 - May 2015
MetLife Investors September 2007 - March 2009
Hy-Vee December 2004 - March 2006
Skills
Business Analysis, Fixed Annuities, SDLC, Insurance, Strategic Planning, Leadership, Sales, Team Building, Management, Life Insurance, Process Improvement, Investments, Retirement Planning, Wealth Management, Customer Service
Education
University of Northern Iowa 2004 — 2007
Bachelor's Degree, Public Relations
Humana September 2010 - Present
American Family Insurance March 2009 - August 2010
MetLife Financial Services 2006 - 2008
US Bank 2004 - 2006
JP Morgan Chase 2000 - 2004
Brentano's Bookstore May 1994 - December 2000
Skills
Fixed Annuities, Insurance, Long-term Care, Investments, Medicare, Long Term Care Insurance, Retirement, Life Insurance, Loans, Disability Insurance, Selling, Term Life Insurance, Sales Management, Marketing, Umbrella Insurance, Recruiting, Retirement Planning, Small Business, Health Insurance, Underwriting, Commercial Banking, Sales, Employee Benefits, Strategic Financial..., Property & Casualty..., Team Building, Cold Calling, Whole Life, Banking, Leadership, IRAs, Time Management, Commercial Insurance, Mortgage Lending, Strategic Planning, Estate Planning, 401k, Financial Planners, Universal Life, Financial Planning
Education
Rochville University 2003 — 2005
MBA, Finance
University of Minnesota-Twin Cities 1986 — 1990
Bachelor of Arts, History, Liberal Arts
Lincoln High School
Wells Fargo Advisors, LLC December 1995 - Present
MetLife Financial Services December 1993 - November 1995
Skills
Mutual Funds, Series 7, Wealth Management, Banking, Securities, Series 63, Fixed Annuities, Financial Services, Portfolio Management, FINRA, Investments, Investment Advisory, Relationship Management, Asset Management, Asset Allocation
Education
University of Pittsburgh-Johnstown 1980 — 1984
B.A, Politics and Government
University of Pittsburgh-Johnstown 1980 — 1984
Bachelor of Arts (B.A.), Political Economy
Apple April 2015 - Present
Apple 2014 - August 2015
TrueCar, Inc. December 2013 - May 2014
Charles Maund Toyota July 2013 - December 2013
Apple Sport Imports January 2013 - July 2013
Mutual of Omaha June 2011 - December 2012
Val Verde Restaurant January 2009 - March 2011
Metlife Financial Services December 2008 - December 2009
Galpin Motors June 2004 - November 2007
Entity FX 2002 - 2004
Skills
Financial Markets, Reducing Federal Income..., Charitable Giving..., Asset Allocation, Estate Planning, Insurance, Employee Benefits, Mutual Funds, Disability Insurance, Securities, Investments, Long Term Care, Financial Planning, Annuities, Retirement, Small Business, Retirement Planning, Health, 401k, Sales, Series 63, Medicare, Life Insurance, Whole Life, Health Insurance, Leadership, Long-term Care, Fixed Annuities, Term Life Insurance, Strategy, Underwriting, Property & Casualty..., Finance, Automotive, Strategic Financial..., Financial Services, Financial Analysis, Workers Compensation, IRAs, Series 7, Mortgage Lending, Strategic Planning, Management, Customer Service, Marketing Strategy
Education
University of Southern California 1997 — 2001
Bachelor's, Communication
Cistercian Preparatory School 1990 — 1997
High school diploma
Cigar City Brewing, LLC November 2014 - Present
Business Insider June 2014 - October 2014
TargetSpot 2011 - 2014
Façonnable USA 2008 - 2010
MetLife Financial Services 2005 - 2008
Progressive Insurance 1999 - 2005
United States Army 1993 - 1997
Skills
Financial Reporting, Accounting, Finance, Microsoft Excel, Financial Analysis, QuickBooks, Budgets, Advertising, Auditing, Payroll, Forecasting, Microsoft Office, Management, Accounts Payable, Internal Controls, Accounts Receivable, Journal Entries, Financial Statement..., Leadership, Cash Management, Marketing, Strategic Planning, Tax, Access, Process Improvement, Time Management, Financial Statements, Sales, Cash Flow, Mergers & Acquisitions, KPI implementation, Restructuring, Contract Negotiation, Lease Negotiations, International..., Purchasing Negotiation, Leading Diverse Teams, Start-ups, Early-stage Startups, Managing Start-ups, Business Planning, Pro Forma Development, Consolidated Financial..., Due Diligence, Team Leadership, Financial Modeling, US GAAP, GAAP, Managerial Finance, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Certifcate, An Introduction to Opperations Management
University of South Florida 1998 — 2002
BA, Accounting, Finance
New York University 2013 — 2013
Accounting, Adult and Continuing Education and Teaching
H.B. Plant
Verizon Wireless May 2015 - Present
The Pingry School March 2012 - May 2015
Purview Creative Strategy & Design, LLC August 2010 - October 2014
MetLife Financial Services January 2007 - June 2010
Metropolitan Life 2007 - February 2008
Merrill Corporation November 2000 - December 2006
L.P. Thebault January 1996 - January 2000
Central Florida Press 1991 - 1996
Skills
Digital Marketing, Print Management, Planning, Product Management, Digital Printing, Print Production..., Fulfillment Operations, Marketing Management, Marketing Communications, Production Management, Production Managment, Print, Project Management, Project Planning, Fulfillment Services, Direct Mail, Budgets, Direct Marketing, Vendor Management, Marketing Strategy, Account Management, Marketing, Email Marketing, Salesforce.com, Integrated Marketing, Social Media Marketing, Lead Generation, B2B, New Business Development, Advertising, Corporate Communications, CRM, Customer Satisfaction, Creative Direction, Web Design, Negotiation, Strategy, Analytics, Social Networking, Management, E-commerce, SEO, Online Marketing, Strategic Planning, Leadership, Competitive Analysis, Market Research, Sales, Start-ups, Social Media
Education
University of Phoenix
BSB/MKT, Business/Marketing
University of Phoenix
Associate's Degree
Ricoh Americas Corporation May 2014 - Present
Ricoh Americas Corporation April 2012 - May 2014
Ricoh Business Solutions May 2007 - March 2012
MetLife Financial Services April 2006 - May 2007
Hibernia National Bank January 1994 - January 2006
Hibernia National Bank 1994 - 2006
Cort Furniture Rental January 1990 - January 1994
Skills
Banking, Risk Management, Process Improvement, Management, Sales, Finance, Team Building, Vendor Management, Customer Service, Business Analysis, Budgets
Education
University of New Orleans 1987 — 1989
BS, Accounting
University of New Orleans 1985 — 1989
BS, Accounting
Ben Bridge January 2015 - Present
Ben Bridge Jeweler August 2013 - December 2014
Athleta October 2012 - July 2013
UniSea June 2012 - June 2012
Colon Cancer STARS September 2011 - April 2012
College Nannies & Tutors September 2010 - December 2010
MetLife Financial Services 2008 - 2009
Gallagher Benefit Services 2008 - 2008
Skills
Social Media, PowerPoint, Word, Excel, Microsoft Office, Event Planning, Public Speaking, Research, Public Relations, Marketing Strategy, Administration, Problem Solving, Social Media Marketing, Sales, Office Management, Organization Skills
Education
University of San Diego 2006 — 2010
BA, Marketing with a minor in International Business
Holy Names Academy 2002 — 2006
Wells Fargo - The Private Bank September 2008 - Present
Millennium Wealth Management August 2006 - September 2008
UBS Wealth Management 2000 - 2006
Morgan Stanley 1994 - 2000
Legg Mason 1989 - 1994
MetLife Financial Services 1987 - 1989
Skills
Wealth Management, Financial Advisory, Investment Management, CRM, Retirement Planning, Trust Services, Credit Analysis, Portfolio Management, Credit, Small Business, Estate Planning, Strategic Financial..., Series 7, High Net Worth..., Loans, Strategy, Banking, Asset Allocation, Mortgage Lending, Investments, Management
Education
The Wharton School of Business
Certified Investment Management Analyst (CIMA) Certificate Program
University of the Sciences in Philadelphia 1981 — 1985
St John Neumann HS
Boston Partners Financial Group, LLC May 2011 - Present
Metlife Financial Services June 2007 - May 2011
Nationwide Financial Services March 2004 - June 2007
Metlife Financial Services May 2002 - March 2004
Skills
Series 7, Series 6, Series 63, Series 66, Securities License, Life & Health Insurance..., Property & Casualty..., Investments, Retirement Planning, 401(k) & Company Plan..., College Funding..., Insurance/Risk..., Estate Conservation..., Charitable Gift Planning, Special Needs Planning, Business Benefits, Business Succession..., Financial Analysis, Uniform Combined State..., Insurance, Financial Services, Investment Strategies, Wealth, Retirement
Education
University of Rhode Island 1996 — 2001
Bachelor's degree
Bishop Feehan High School 1993 — 1996
MetLife March 2010 - Present
MetLife Financial Services 2001 - Present
Education
University of Massachusetts, Amherst
TreeLine Homes May 2012 - Present
PulteGroup October 2007 - May 2012
MetLife Financial Services August 2004 - August 2007
Skills
Construction, Construction Management, Contract Negotiation, Value Engineering, Contractors, Process Scheduler, Budgets, Account Management, Residential Homes
Education
University of Nebraska-Lincoln
Southern Security & Electronics April 2008 - Present
HTS LLC April 2005 - May 2008
MetLife Financial Services July 2003 - May 2005
IBM Global Services January 1993 - April 2003
Skills
Licensing, Certified Alarm Systems..., Intrusion, Access Systems, Home Security, Alarms, Low Voltage, Surround Sound, Speakers, Fire Alarm, Electronic Security..., IP Cameras, Video Analytics, Perimeter Security, Home Automation, Security, Alarm Systems, Program Management, IPS, Physical Security, Access Control, New Business Development, Home Theater, Solution Selling, Integration, Security Audits, Surveillance, Account Management, Leadership, Customer Service, Software Installation, Team Building, Management, Sales, Networking, Sales Management, Project Management, Direct Sales, Product Management, System Design, Strategic Planning, Marketing Strategy, Cabling, Public Speaking, Start-ups
Education
University of South Florida 1991 — 1993
BS, MIS
Hillsborough Community College 1988 — 1991
AA, Business
Chamberlain 1986 — 1988
Daiwa Capital Markets America Inc. 2004 - Present
MetLife Financial Services 2003 - 2004
Deutsche Bank Securities 1999 - 2002
Bankers Trust 1997 - 1999
Lehman Brothers 1986 - 1997
Pru Bache Securities 1986 - 1987
Skills
Equities, Fixed Income, Finance, FX Options, Derivatives, Credit Derivatives, Series 63, Financial Services, Hedge Funds, Trading, Capital Markets, Middle Office, Financial Risk, Bloomberg, Investment Banking, Equity Derivatives
Education
Saint John's University
MBA, Accounting
University of Santo Tomas
BS in Business Administration, Accounting
Business Insurance & Benefits Services of MA February 2009 - Present
MetLife Financial Services April 2005 - January 2009
USAllianz December 2001 - August 2003
Skills
Insurance, Employee Benefits, Commercial Insurance, Health Insurance, Disability Insurance, Workers Compensation, Life Insurance, Small Business, Property & Casualty..., Risk Management, Alliance-building, Term Life Insurance, Financial Services, Account Management, New Business Development, Customer Service, Entrepreneurship, Business Development, Executive Management, Business Networking, Business, Leadership, Start-ups, Strategic Partnerships, Management, Finance, Strategy, Consulting, Venture Capital
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelors, Finance
MetLife August 2013 - Present
MetLife Financial Services March 2010 - August 2013
Edward Jones July 2009 - March 2011
ESIS July 2008 - November 2009
Ace Group July 2008 - July 2009
Peregrine Financial Group February 2007 - April 2008
Education
University of Northern Iowa 2004 — 2008
Bachelors, Finance
University of Northern Iowa
Bachelor of Arts, Finance; Financial Management
Bank of America October 2003 - Present
Citibank June 2002 - October 2003
MetLife Financial Services 1997 - May 2002
Skills
Banking, Credit, Retail Banking, Small Business Lending, Consumer Lending, Management, Loans, Commercial Banking, Cross Selling, Finance, Lines Of Credit, Loan Origination
Education
University of Nebraska at Omaha
Commonwealth of Massachusetts February 2012 - Present
World Financial Group (WFG) July 2011 - Present
U.S. Department of Commerce May 2010 - August 2010
JVS 2010 - 2010
United Way of Massachusetts Bay August 2008 - November 2008
United Way of Massachusetts August 2008 - November 2008
Accountemps April 2007 - June 2008
Bank of America January 2005 - February 2007
Bank of America January 2005 - February 2007
MetLife Financial Services April 2003 - May 2004
Skills
Fundraising, PowerPoint, Outlook, Investments, Microsoft Office, Microsoft Word, Leadership, Microsoft Excel, Sales, Research
Education
University of Phoenix 2007 — 2010
Bachelor's Degree, Business Management
University of Phoenix 2007 — 2010
Bachelor of Science, Business Management
UMass Boston
Business, Management, Marketing, and Related Support Services
MetLife May 2012 - Present
MetLife June 2010 - February 2013
MetLife 2005 - January 2011
MetLife Financial Services 2009 - 2010
MetLife March 2002 - May 2005
Skills
Learning Management..., Insurance, Instructional Design, Workshop Facilitation, Training, Captivate, Blended Learning, Project Management, Needs Analysis, Leadership Development, Management, Talent Management, Strategy, E-Learning, Training Delivery, Coaching, Change Management
Education
University of Rhode Island 1986 — 1990
BA, Psychology
Excela Health System September 2012 - Present
Westmoreland County Community College September 2011 - Present
Macy's August 2011 - Present
MetLife Financial Services January 2005 - January 2010
MetLife Financial Services January 1995 - December 2004
MetLife Financial Services January 1985 - December 1994
Skills
CRM, Software Documentation, Access, Management, Team Building, Process Improvement, Project Management, Public Speaking, Microsoft Office, Insurance, Medicare
Education
Westmoreland County Community College 2010 — 2012
AAS, Business & Medical Office Administration
Westmoreland County Community College
Certificate, Medical Coding
Financial Industry Regulatory Authority
Series 6 Registration
Johnstown High School
Life Office Management Institute
FLMI
The Academy of Life Underwriting
Associate, Academy of Life Underwriting (AALU)
University of Pittsburgh
Courses in General Education
MetLife Financial Services October 2005 - December 2008
Hertz April 1998 - September 2004
Gibson, Reynolds & Blakemore, P.C. January 1998 - April 1998
Education
University of Phoenix 2007 — 2008
MBA, Business Administration
University of South Florida
BS, Accounting
Principal Global Investors November 2004 - Present
Principal Global Investors May 2002 - November 2004
MetLife Financial Services May 2000 - December 2001
Bankers Trust 1998 - 2000
Skills
Securities, Investments, Fixed Income, Bloomberg, Derivatives, Financial Planning, Insurance, Bonds, Settlement, Valuation, Annuities, Bloomberg Terminal, Financial Services, Trading
Education
University of Northern Iowa 1993 — 1997
B.A., Marketing
ADP March 2011 - Present
MetLife Financial Services May 2010 - May 2011
Maritz Travel Company May 2006 - August 2007
Education
University of Missouri-Columbia 2004 — 2008
Bachelor's, Marketing; Political Science
Solomon Page Group April 2015 - September 2015
Kforce Inc. November 2011 - December 2014
Hansol Paper Co., Ltd. January 2010 - September 2011
HRCap January 2006 - December 2009
Maverick Corp. September 2003 - November 2005
MetLife Financial Services May 2003 - September 2003
Skills
Recruiting, Consulting, Market Research, Job Coaching, Relationship Marketing, Job Analysis, Requirement..., Executive Search
Education
University of Pittsburgh
Bachelor of Science, Economics
EMPOWER Retirement January 2012 - Present
Great-West Retirement Services December 2006 - January 2012
MetLife Financial Services January 2003 - December 2006
Skills
401k, Retirement Planning, Retirement, Series 6, Series 63, Employee Benefits
Education
University of Missouri-Columbia, College of Business 2000 — 2002
MBA
Embarq June 2006 - Present
Floor Source Inc February 2001 - June 2006
MetLife Financial Services September 2000 - February 2001
Blue Cross Blue Shield February 1998 - September 2000
Russell Stover Candies May 1997 - February 1998
State Street Bank May 1994 - May 1997
Education
University of Missouri-Kansas City 1990 — 1994
BS, Accounting
Actium Consult Ltd 2012 - 2014
Graduate Leverage dba GL Advisor May 2010 - November 2012
Allan's Formal Wear June 2006 - September 2009
MetLife Financial Services January 2008 - April 2009
Houghton Mifflin October 2007 - December 2007
Exgenex December 2006 - October 2007
Beth Israel Deaconess Medical Center June 2003 - December 2006
Skills
Marketing, Customer Service, Salesforce.com, Business Analysis, Data Analysis, Project Management, Microsoft Office, Microsoft Excel, Access, CRM, Financial Services, Risk Management, Analysis, Strategic Planning, Process Improvement, PowerPoint, Financial Analysis, Management, Relationship Management, Leadership
Education
University of Massachusetts Boston
BS, Marketing & Management
The Washtub Laundromat October 2011 - Present
Allstate Financial 2007 - October 2011
MetLife Financial Services 2003 - 2007
Fujitsu Network Communications 1997 - 2002
General DataComm 1987 - 1997
Skills
Insurance, Life Insurance, Retirement Planning, Retirement, Strategic Financial..., Financial Planners, Estate Planning, Investments, Wealth Management, Process Improvement, Strategic Planning, Management, Leadership, Team Building, Fixed Annuities, Microsoft Excel, Coaching, Project Management, Vendor Management, Disability Insurance, Long-term Care, Term Life Insurance, Financial Services, Financial Planning
Education
University of New Haven 1980 — 1985
BSEE, Engineering
Waterbury State Technical College
Associate of Science (A.S.), Electrical and Electronics Engineering
SKM Associates October 2009 - Present
Catholic Charities of Baltimore June 2002 - Present
Crystal Palace Baltimore Professional Soccer April 2010 - April 2011
Baltimore County Public Schools September 2009 - June 2010
MetLife Financial Services December 2008 - September 2009
Lutherville Tile & Marble Showroom June 2008 - November 2008
Ameriprise Financial Advisors June 2002 - August 2008
Baltimore County Public Schools February 2002 - June 2002
FMC September 1998 - June 2002
Southern Ionics Incorporated June 1995 - August 1998
Skills
Analysis, Program Management, Product Development, Customer Service, Marketing, Negotiation, Sales Operations, Sales, Chemistry, Team Leadership, Disability Insurance, Life Insurance, Health Insurance
Education
University of Maryland Baltimore County 1973 — 1979
BA, Chemistry
Baltimore Polytechnic Institute 1968 — 1972
Science Option, A Course
C.V. Maanen Insurance Group August 2001 - Present
MetLife Financial Services May 2000 - September 2001
US Navy August 1991 - September 1994
Skills
Marketing, Sales, Business Planning, Recruiting, Insurance, Budgets, Advertising, Customer Service, Finance, Cold Calling, Financial Services, Logistics, Health Insurance, Property & Casualty..., Employee Benefits, Life Insurance, Strategic Planning, Risk Management, Underwriting, New Business Development, Training
Education
University of Northern Colorado 1996 — 1999
Bachelors, Policital Science
Caritas Communities, Inc. October 2012 - Present
Morgan Memorial Goodwill Industries March 2011 - October 2012
Commonwealth of Massachusetts 2008 - 2011
MetLife Financial Services 2006 - 2008
Boston Housing Authority 1999 - 2006
Homeowner's Rehab 1996 - 1999
Interplan, Inc., dba the The 401(k) Company 1991 - 1994
New England Financial 1988 - 1991
Coopers & Lybrand 1985 - 1988
Skills
Managerial Finance, Accounting, Mergers, Financial Reporting, Financial Analysis, Non-profits, GAAP, Nonprofits, Forecasting, Internal Controls, Tax, Auditing, Strategic Financial..., Due Diligence, General Ledger, Financial Planning
Education
University of New Orleans 1979 — 1985
B.S., Accounting
Fidelity Investments May 2015 - Present
Fidelity Investments June 2011 - May 2015
Banc of America Investments/Merrill Lynch March 2008 - June 2011
MetLife Financial Services June 2003 - June 2007
Education
University of Rhode Island - College of Business Administration 1999 — 2001
BS, Business Administration
Village of Wellington 2003 - 2013
MetLife Financial Services 1992 - 2002
Skills
Performance Management, Employee Benefits, Training, Research, Employee Relations, HR Policies, Human Resources, Benefits Administration, Recruiting, FMLA, Employee Wellness..., New Hire Orientations, HRIS, Onboarding, Employee Engagement, Deferred Compensation, Policy, Applicant Tracking..., Employee Handbooks, Performance Appraisal, Job Descriptions, COBRA, Compensation, Unemployment Claims, Employee Recognition, Interviews, Personnel Management, Open Enrollment, Management, Workforce Planning, Labor Relations, SPHR, Temporary Placement, Affirmative Action, College Recruiting, Taleo, Compensation & Benefit
Education
University of Phoenix 2011 — 2013
Bachelor's degree
Broward College
Associates
The Californian Apartments October 2009 - Present
WyoTech January 2014 - April 2015
Renoir Staffing, LLC July 2012 - May 2013
MetLife Financial Services March 2010 - November 2011
Skills
Recruiting, Human Resources, Performance Management, Applicant Tracking..., Customer Service, New Business Development, Temporary Staffing, Temporary Placement, Property Management, Employee Benefits, Outlook, Contract Negotiation, Onboarding, Hiring, Talent Acquisition, Employee Relations
Education
University of San Francisco 1983 — 1987
Bachelors, Communication Arts
Albridge, an Affiliate of Pershing November 2014 - Present
MetLife Financial Services October 2004 - August 2014
Skills
Insurance, Strategic Planning, Mutual Funds, Leadership, Fixed Annuities, Management, FINRA, Sales, Financial Advisory, New Business Development, Investments, Securities, Budgets, Executive Management, Risk Management, Financial Services, Series 7
Education
University of Pennsylvania - The Wharton School 2009 — 2010
CRCP, Compliance - Financial Services