MetLife Investors
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MetLife Investors Employees
MetLife September 2014 - Present
MetLife Investors June 2006 - December 2013
MetLife Investors August 2003 - June 2006
Skills
Insurance, Project Management, Fixed Annuities, Series 6, Customer Service, Series 63, Team Building, Legal Compliance, Mutual Funds, Microsoft Excel, Strategic Planning, Outlook, PowerPoint, Variable Annuities, Variable Life, Licensing, Microsoft Word, Commissioned Art, MicroStrategy Reporting, selling agreements, contracts, commissions, Business Development, Six Sigma certified..., Life & Health Insurance..., Financial Services, Finance, Investments, Life Insurance, Retirement Planning, Sales
Education
University of Phoenix 1998 — 2000
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Cypress College 1994 — 1996
Associate of Arts (AA), English Language and Literature/Letters
HdL Companies September 2012 - Present
MetLife Investors April 2012 - September 2012
RAY-LITE Industries January 2010 - November 2011
Skills
Customer Service, Time Management, Microsoft Office, Microsoft Excel, Teamwork, Team Leadership, Data Entry, Inventory Management, Outlook, Microsoft Word, Analysis, Work Ethic, Demographic Analysis
Education
California State University-Fullerton 2012 — 2014
BA, Economics
Fullerton College 2007 — 2011
AA, Economics
Capital Group November 2013 - Present
Capital Group November 2010 - October 2013
MetLife Investors June 2005 - November 2010
Education
Cal State Fullerton 2001 — 2006
Bachelor of Science (B.S.), Business Administration
RiverWealth August 2014 - Present
F&M FInancial Services January 2005 - August 2014
F&M Bank and Trust Company May 2005 - January 2011
Palmyra Hardware and Lumber August 1988 - December 2010
MetLife Investors 2003 - 2005
Prudential Financial 2001 - 2003
Federal Court of Appeals 1978 - 1979
Skills
Investment Banking, Self-Starter, Alternative Investments, Event Planning, Finance, Financial Advisory, Strategic Planning, retirement planning, Small Business..., Budgets, Portfolio Management, Financial Analysis, Banking, Financial Services, Paint, Wealth Management, Plumbing
Education
Culver Stockton College 1975 — 1978
Bachelor of Science - Magna Cum Laude, Social Sciences/History
Palmyra High School - Palmyra, Missouri 1973 — 1975
Aligne Wealth Preservation & Insurance Services, LLC September 2014 - July 2015
Capstone Partners Financial and Insurance Services March 2014 - August 2014
MetLife Investors December 2011 - March 2014
Skills
Series 63, Series 6, Retirement Planning, Wealth Management, Financial Services, Insurance, Life Insurance License
Education
Clark Atlanta University 2008 — 2011
Bachelor of Arts (B.A.), Business Administration - Finance
Experian Consumer Services 2008 - Present
MetLife Investors September 2005 - August 2008
Skills
Direct Marketing, Direct Mail, Marketing, Multi-channel Marketing, Marketing Strategy, Database Marketing, Customer Acquisition, Lead Generation, Digital Direct Marketing, Direct Mail Campaigns, Direct Mail Programs, Fulfillment Programs, Postal Optimization, Customer Communication, Regulatory..., Insurance, Project Planning, Purchasing, Postal Regulations, Fulfillment Services, Kitting, Financial Communications, Transaction..., Procurement, Healthcare, Vendor Management, Integrated Marketing, Management, Business Development, CRM, Leadership, Project Management, Process Improvement, Strategy, Analysis, Advertising, Analytics, Strategic Partnerships
Education
Fullerton College
UnityPoint Health - Des Moines March 2015 - Present
Rock Bottom Bar and Brewery February 2010 - Present
MetLife Investors March 2011 - March 2015
Rockwell Collins May 2009 - August 2010
Centerplate Concessions October 2008 - April 2010
Skills
Accounting, Finance, Financial Analysis, Management, Microsoft Excel, Customer Service, PowerPoint, Fixed Annuities, Microsoft Word, SAP, Lotus Notes, Variable Annuities, Financial Accounting, Account Reconciliation, Accounts Payable, Liability Analysis, Infinium, Lawson General Ledger, Expense Reports, Garnishments, Microsoft Office, Analysis, Time Management, Process Improvement
Education
Drake University 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Barrington High School 2002 — 2006
High School, High School
Merrill Lynch September 2013 - Present
LearningZen.com December 2012 - September 2013
Advanced Wealth Solutions February 2012 - May 2012
TD Ameritrade September 2010 - January 2012
Wachovia Bank August 2008 - December 2009
Lincoln Financial Distributors June 2007 - June 2008
Virginia Commerce Bank August 2006 - June 2007
MetLife Investors December 1999 - August 2006
First Union May 1995 - December 1999
Skills
Wholesaling, Wealth Management, Financial Planning, Asset Management, Consultative Selling, Sales Management, Customer Relations, Wealth Transfer, Risk Management, Investment Advisory, Public Speaking, New Business Development, Equities, Customer Service, Team Building, Compliance, Sales Support, Excel, Visio, Self-driven, Work Well Independently, Building Relationships, Value Added Analysis, Hands-on leader, Strategic Visionary, Action Oriented, Quality Oriented, People-oriented, Cross Functional..., Software Solution Sales, Learning Management..., Strategic Financial..., Wholesale, Wealth, Financial Services, Selling, Sales Operations, Investment Management, Series 63, 401k, Asset Managment, Series 7, IRAs, Fixed Annuities, Management, Microsoft Excel, Management Consulting, Executive Management, Financial Advisory, Retirement
Education
George Mason University 1993 — 2003
BS PUAD, Public Administration
Churchland High School 1989 — 1993
American State Bank - Sioux Center, Iowa June 2014 - Present
Financial Management Solutions July 2012 - May 2014
MetLife Investors August 2011 - July 2012
Skills
Variable Annuities, Financial Services, Investment Management, Retirement Planning, Wealth Management, Life Insurance, Estate Planning, Investment Advisory
Education
Dordt College 2007 — 2011
Bachelor of Arts, Business: Finance
Cunningham Recreation August 2015 - Present
Reel People Models and Talent August 2011 - Present
The Peak Agency June 2009 - Present
Adventure Recreation Inc. August 2009 - Present
Play and Park Structures of Iowa, Nebraska, South Dakota, and North Dakota January 2010 - July 2015
MetLife Investors August 2008 - August 2009
CIMBA January 2008 - April 2008
Des Moines Radio Group May 2007 - December 2007
Kingland Systems December 2006 - July 2007
J2 Aviation/John Deere May 2006 - September 2006
Skills
Marketing, Sales, Leadership, Social Media, Public Speaking, Event Planning, Recruiting, Team Building, Social Media Marketing, Strategic Planning, Event Management, Public Relations, Marketing Strategy, Time Management, Customer Service, Leadership Development
Education
Iowa State University - College of Business 2005 — 2008
Bachelor of Science, Marketing and International Business
CIMBA 2008 — 2008
International Business
Iowa Lakes Community College 2003 — 2005
Associate of Science (A.S.), Aviation/Airway Management and Operations, 3.25
Martensdale St Mary's High School 1999 — 2003
High School
MetLife Investors January 2012 - Present
MetLife Investors January 2008 - December 2011
Skills
Series 7, Sales, Sales Presentations, Territory..., Territory Penetration, Relationship Management, Life Insurance, Series 6
Education
Fordham University 2001 — 2004
Bachelor of Science, Business Administration and Management, General
James Hardie Building Products May 2011 - Present
Road Machinery, LLC July 2009 - May 2011
MetLife Investors May 2006 - August 2008
Skills
Account Management, New Business Development, B2B, Sales, Sales Process, Key Account Management, Negotiation, Cold Calling, Competitive Analysis, Marketing, Trade Shows, Strategic Planning, Direct Sales, Salesforce.com, Sales Presentations, PowerPoint, Microsoft Word
Education
California State University-Fullerton 2012 — 2015
Master of Business Administration (MBA), Marketing, 3.61
University of Arizona, Eller College of Management 2005 — 2009
Bachelor's degree, Marketing
LTC Real Estate Inc. January 2013 - Present
BULLDOG FINANCIAL SERVICES May 2008 - Present
MetLife Investors April 2009 - October 2010
Wachovia Mortgage March 2008 - October 2008
First Franklin (Merrill Lynch) September 2003 - March 2008
THE MORTGAGE WAREHOUSE December 2001 - September 2003
Skills
Finance, Real Estate Negotiating, Portfolio Development
Education
Temple University 1993 — 1995
MBA, Finance
California University of Pennsylvania 1989 — 1993
BS, Marketing
Allstate Insurance Company October 2010 - Present
Laramar Group-Wood Pointe Apartments October 2009 - January 2011
Holiday Inn Select-Conference Center March 2006 - October 2009
Employer Plan Services August 2007 - January 2008
MetLife Investors June 2007 - August 2007
Skills
Sales, Insurance, Customer Service, Claims Handling, Business, Management, Hospitality Management, Microsoft Word, PowerPoint, Microsoft Office, Marketing, Microsoft Excel, Leadership, Employee Training
Education
Capella University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
Clark Atlanta University 2004 — 2008
Bachelor of Arts (BA), Business Administration
Ameriprise Financial August 2013 - Present
MetLife Investors August 2007 - August 2013
Education
Cumberland University 1991 — 1995
Re-Sources USA July 2008 - Present
Victoria's Secret Direct May 2006 - July 2008
Victoria's Secret Direct 2006 - 2008
Citigroup Private Bank September 2005 - May 2006
MetLife Investors August 1999 - September 2005
Supreme Building Maintenance Corp. October 1989 - May 1999
Skills
Time Management, Administrative..., Management, Human Resources, Marketing, Accounts Receivable, Invoicing, Lotus Notes, Outlook, PeopleSoft, Office Management, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Team Leadership, Project Management, Payroll, Process Improvement, Budgets, System Administration
Education
DeVry University 2002 — 2004
Business Administration
Target April 2015 - Present
Westwood College April 2014 - Present
AT&T October 2013 - January 2014
Toyota Motor Sales August 2012 - September 2013
Toyota Motor Sales December 2011 - August 2012
Bender Consulting June 2011 - August 2011
Clark Atlanta University 2007 - 2011
Clark Atlanta University 2007 - 2011
MetLife® Investors June 2010 - August 2010
Clark Atlanta University January 2008 - June 2010
Skills
Team Leadership, Microsoft Office, Marketing Strategy, Customer Service, Customer Relations, Analysis, Excel, Advertising, Hiring, Microsoft Excel, Recruiting, Phone Etiquette, Screening Resumes, Inventory Management, Hyperion Enterprise, Sales, Training, Leadership, PowerPoint, Management, Event Planning, Marketing, Social Media
Education
Clark Atlanta University 2007 — 2011
Bachelor of Arts degree, Business Administration; Marketing/ International Business
Woodland hills high school 2005 — 2007
Orange Distributors representing Voya Financial January 2015 - Present
MetLife Investors July 2007 - January 2015
MetLife Investors October 2004 - July 2007
Skills
Sales Presentations, Retirement Planning, Wealth Management, Public Speaking, Relationship Management, Mutual Funds, Variable Annuities, Fixed Annuities, Series 7, Series 6, Series 63, Business Development, Microsoft Office, Insurance, Asset Management, 401k, Retirement
Education
American InterContinental University 2000 — 2004
Bachelor's Degree, Business Administration and Management, Cum Laude
White Moss Productions April 2013 - Present
YP December 2012 - March 2014
MetLife Investors March 2012 - September 2012
Clark Atlanta University - CPPC August 2011 - December 2011
Katz Media Group June 2010 - August 2010
Skills
Video Editing, Video Production, Social Media, Social Media Marketing, Financial Analysis, Customer Service, Writing, Final Cut Pro, Avid, Microsoft Word, Corporate Finance, Facebook, Press Releases, Media Planning, Interactive Media..., Advertising, Media Buying, Media Production, Sales, Marketing, Marketing Communications, Digital Marketing, Ad Tracking, Google Adwords, Digital Media..., Advertising Agency..., Advertising Campaigns, Marchex, Campaign Performance..., Development Of..., statistical campaign..., Copywriting, Marketing Copy, Digital Copywriting, Inside sales, Public Relations, Publicity, Publicist, Survey Research, business negotiations, Lead Generation, Online Lead Generation, Digital Media, Microsoft Office
Education
The Creative Circus 2014 — 2016
Certification in Advertising, Art Direction, 3rd Quarter
Clark Atlanta University 2007 — 2011
Public Relations Management, Communication and Media Studies
MetLife Investors August 2013 - Present
PNC January 2010 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Team Building, Social Media, Project Management, Teamwork, Sales, Sales Management, Financial Analysis, Series 6, Series 63, Insurance, 401k, Retirement, Fixed Annuities, Annuity Sales, Indexed Annuities, Variable Annuities, Mutual Funds, Investments, Banking, Loans, Finance, Retirement Planning, Financial Services, Relationship Management, Leadership
Education
City Colleges of Chicago-Harold Washington College
Finance and Financial Management Services
Allstate September 2015 - Present
Dale Carnegie Training November 2011 - September 2015
Alliance Equity, Inc. February 2009 - August 2011
Chat With Women Radio Show KKNW AM 1150 February 2009 - February 2010
MetLife Investors February 2006 - May 2009
Skills
Team Building, Coaching, Leadership, Public Speaking, New Business Development, Business Development, Management, Marketing, Networking, Fundraising, Customer Service, Business Strategy, CRM, Selling, Event Planning, Project Management, Sales, Event Management, Small Business, Time Management, Training, Organizational..., Strategy, Leadership Development, Cold Calling, Account Management, Management Consulting, Executive Coaching, Entrepreneurship, Business Planning, Start-ups, Team Leadership, Consulting, Presentation Coaching, Employee Training, Training Delivery, Sales Process, Performance Management, Change Management
Education
Eastern Washington University
Interdisciplinary Studies, Psychology & Communications
Newport High School
Watermark Wealth Strategies August 2013 - Present
RC Securities January 2013 - August 2013
MetLife Investors March 2001 - November 2012
AIG SunAmerica June 1996 - June 2000
Education
The University of Texas at Austin 1992 — 1994
Masters of Professional Accounting, Taxation
Arizona State University 1988 — 1992
Bachelor of Science (BS), Accounting
Magellan Health Services February 2014 - Present
Aetna May 2013 - January 2014
MetLife Investors April 2005 - November 2011
The Hartford April 2002 - December 2004
Skills
Writing, Project Management, Marketing Communications, Community Outreach, Communication, Marketing Strategy, Marketing, Digital Marketing, Product Marketing, Creative Writing, News Writing, Online Marketing
Education
University of Hartford 2003 — 2005
MBA, Management
Bryant University 1994 — 1998
B.S., Marketing
Sullivan Wealth Management Group July 2013 - Present
Beverly Hills Wealth Management July 2013 - Present
Morgan Stanley Wealth Management December 2007 - July 2013
The Sullivan Group March 2006 - December 2007
MetLife Investors February 2004 - March 2006
PIMCO February 2003 - February 2004
Barclays Global Investors May 2001 - February 2003
Wells Fargo Bank 2000 - 2000
Skills
Investment Management, Retirement Planning, Retirement Income..., Investments, Strategic Financial..., Portfolio Management, Insurance, Banking, Mutual Funds, Asset Managment, Pensions, Cash Management, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Financial Advisory, Investment Advisory, Fixed Income, Series 63, Investment Strategies, Certified Financial..., Retirement Plan..., Fixed Annuities, Variable Annuities, Charitable Gift Planning, Life Insurance, Long Term Care Insurance, Equities, Financial Services, Long-term Care, Wealth Management..., ETFs, Securities, 401k, Series 6, Hedge Funds, High Net Worth..., Separately Managed..., 401k Rollovers, IRAs, Corporate Finance, Financial Planners, Wealth, Capital Markets, Estate Planning, Bonds, Personal Financial..., Treasury Management, Retirement
Education
University of California, Irvine 2004 — 2006
PFP, Personal Financial Planning
California State University-Chico 1996 — 2001
BS, Business & Finance
University of Reading 2000 — 2000
International Business & Economics
Conjoin Electronics March 2014 - June 2015
Titan & Partners November 2012 - November 2013
MetLife Investors January 2011 - August 2012
Various Schools and Independently September 2008 - August 2010
Baskin Robbins June 2004 - August 2008
Skills
Series 6, Series 7, Series 63, Series 65, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Sales Management, Licensing, Insurance, Strategic Partnerships, Investments, Management, Social Media, Sales
Education
Xiamen University 2012 — 2014
Master of Economics, International Business
National Taiwan Normal University 2010 — 2011
Non Degree Seeking, Mandarin Language Studies
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General, 3.72 GPA
Université Robert Schuman (Strasbourg III) 2006 — 2006
Business Administration and Management, General
Council Rock High School 2000 — 2004
MetLife November 2012 - Present
MetLife Investors June 2007 - November 2012
MetLife Investors January 1999 - June 2007
United States Marine Corps June 1978 - January 2005
Linsco/Private Ledger December 1996 - December 1998
The Equitable & The Advisors Group June 1995 - December 1996
Skills
Leadership, Organizational Learning, Team Building, Program Management, Coaching, Global Management, Strategic Planning, Performance Management, Retirement Planning, Distribution Strategies, Strategic Financial..., Practice Management, Investments, Fixed Annuities, Financial Services, Series 24, Series 7, Series 6, Mutual Funds, Employee Benefits, Retirement, Insurance, Series 65, Series 63, Variable Annuities, Financial Planning
Education
Webster University
Master of Arts, Management; Human Resources Management and Organizational Development
Fashion Institute of Technology
Bachelor of Fine Arts, Advertising Design
Dish Network August 2014 - Present
Dish Network May 2013 - August 2014
Dish Network September 2012 - May 2013
University of Chicago Booth School of Business September 2010 - June 2012
MetLife Investors June 2011 - August 2011
Strikepoint Trading December 2004 - May 2010
Skills
Investments, Financial Modeling, Valuation, Economics, Financial Analysis, Options, Derivatives
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
Colorado College 2000 — 2004
BA, Economics
Transamerica Capital January 2014 - Present
MetLife January 2007 - November 2012
Metlife Investors 2005 - 2007
Travelers Life & Annuity, a member of Citigroup 2004 - 2005
Pershing Trading Company 2000 - 2004
Skills
Series 7, Series 63, Series 55, Life & Annuity License, Accident & Health..., Variable Annuities, Fixed Annuities, Single Premium..., Mutual Funds, 401k, Retirement Planning, Wealth Management, Income Distribution, Public Speaking, Securities, FINRA, Investments, Series 6, Financial Advisory, Retirement, Strategic Financial..., Accident, Insurance
Education
City University of New York-College of Staten Island 1995 — 1999
Des Moines Performing Arts January 2013 - Present
Civic Center of Greater Des Moines July 2010 - December 2012
MetLife Investors March 2008 - December 2012
Heska Corporation July 2006 - December 2007
Skills
Nonprofits, Event Planning, Customer Service, Social Media, Event Management, Volunteer Recruiting, Volunteer Management, Travel Planning, Archtics Ticketing..., Donor Recognition, New Hire Paperwork, Community Outreach, Marketing Communications, Editing, Leadership
Education
Iowa State University 2005 — 2007
Bachelor of Arts, Liberal Studies, Women's Studies
Des Moines Area Community College 2003 — 2005
Associate of Arts (AA), General Studies
The Prudential Insurance Company of America. June 2014 - Present
Cleveland Ohio 2013 - Present
METLIFE INVESTORS 2011 - 2013
ED ZIEROLD & ASSOCIATES, LLC, 2002 - 2011
SECURELIFE INSURANCE AGENCY 1988 - 2002
Skills
Life Insurance, Insurance, Fixed Annuities, Disability Insurance, Business Planning, Strategic Financial..., Term Life Insurance, Management, Retirement Planning
Education
Capital University
Cleveland State University
Edward Jones January 2014 - Present
MetLife Investors October 2007 - December 2013
NewAlliance Bank 2005 - 2007
Skills
Investments, Financial Services, Insurance, Retirement, Retirement Planning, Mutual Funds, Series 7, Wealth Management, Term Life Insurance, Fixed Annuities, Life Insurance
Education
Framingham State College 2000 — 2004
Bachelor of Science (B.S.), Political Science and Government
Manchester High School 1997 — 2000
High School Diploma
C-III Capital Partners/Island Capital Group June 2011 - Present
AREA Property Partners 2010 - 2010
MetLife Investors 2007 - 2009
BMO Capital Markets 2006 - 2007
Accenture 2005 - 2006
Merrill Lynch 2004 - 2004
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Real Estate, Investment Properties, Business Strategy, Asset Management, Financial Modeling, Investments, Private Equity, Capital Markets, Real Estate Development, Portfolio Management, Real Estate Economics, Financial Analysis, Equities, Investment Banking, Corporate Finance, Structured Finance, Acquisitions, Financial Structuring, Alternative Investments, Commercial Real Estate, Real Estate Financing
Education
Columbia University 2009 — 2010
MS, Real Estate
Cornell University 2001 — 2004
BS, ILR: Economics & Strategy
MetLife Investors October 2005 - Present
MassMutual Financial Group 2003 - 2005
Skills
Life Insurance, Fixed Annuities, Insurance, Underwriting, Disability Insurance, Term Life Insurance, Financial Services, Investments, Series 63
Education
City University of New York City College
Bachelor of Science (BS), International Relations and Affairs
MetLife Investors February 2011 - Present
Aqua Finance, Inc. December 2008 - June 2010
Badger Creditors Inc. July 1980 - August 2008
Skills
Financial Analysis, Sales Management, Sales Presentations, Accounting, Economics, Marketing Strategy, Budgetary Control, Collections, Credit, Proposal Writing, Creative Writing
Education
Cardinal Stritch University 1990 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hamline University 1973 — 1977
Bachelor's degree, Political Science and Government
KES (Kelly Educational Services) November 2014 - Present
GA Adopt-A-Stream June 2014 - Present
Oatland Island Wildlife Refuge May 2014 - Present
Primerica March 2010 - Present
Armstrong Atlantic State University October 2013 - May 2014
MetLife Investors 2001 - 2014
The Barefoot Gardener, Inc. September 2010 - November 2011
Brookhaven National Laboratory June 2003 - August 2011
Suffolk County Community College 1993 - 2011
Brookhaven Instruments, Corp September 2005 - October 2007
Skills
Microsoft Office, Project Planning, Science, Research, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Word, Teaching, Outlook, Customer Service, Leadership Development, Fundraising, Analysis, Management, Editing
Education
Armstrong Atlantic State University 2013 — 2014
Incomplete, Medical Laboratory Science
Dowling College 2000 — 2004
Master of Science (MS), Secondary Education and Teaching
SUNY Stony Brook 1994 — 1998
BS, Environmental Chemistry
Jackson May 2015 - Present
Jackson October 2014 - April 2015
Jackson National Life August 2012 - September 2014
Jackson National Life Distributors LLC 2011 - August 2012
Northwestern Mutual March 2010 - March 2011
SunTrust Bank 2008 - 2010
MetLife Investors 2006 - 2008
Skills
Sales, Investments, Series 24, Series 7, Series 63, Insurance, Series 6, Variable Annuities, Relationship Management, Alternative Investments, Wealth Management, Customer Service, Investment Advisory, Financial Advisory, 401k, Fixed Annuities, Retirement, Retirement Planning, Salesforce.com, Strategic Financial...
Education
Drake University
MPA, Executive Leadership
University of Iowa
BA, Psychology, Education
MetLife Investors March 2012 - Present
Combined Insurance March 2011 - March 2012
University of Wisconsin-Madison April 2010 - August 2010
TJX November 2007 - July 2009
Advancing Wisconsin October 2007 - January 2009
Ross Holdings, LLC. July 2006 - September 2007
Walmart October 2003 - August 2005
Skills
Customer Service, Public Speaking, Research, Product Development, B2B, Branding Development, Social Media Marketing
Education
University of Wisconsin-Milwaukee 2007 — 2008
BFA, Conceptual Studies of Film Production
Hawkeye Community College 2004 — 2006
General Education
Academy of Art University
Screenwriting & Directing
Griffin Capital May 2012 - Present
AXA Equitable February 2008 - September 2011
AXA Equitable August 2006 - February 2008
MetLife November 2004 - August 2006
MetLife Investors March 2001 - November 2004
Equitable Distributors, LLC May 1999 - October 2000
Education
California State University-Long Beach 1995 — 1998
BA, Visual Communication
Epstein & Associates, LLC September 2009 - Present
MetLife Investors February 2008 - August 2009
Independece Planning Group September 2006 - February 2008
Skills
Life Insurance, Insurance, Nonprofits, Team Management, Advertising, CSS, Fundraising, B2B, Community Outreach, Property & Casualty...
Education
Golf Academy of America-Myrtle Beach 2001 — 2003
2 Year Business Diploma, Business Administration and Management, General
Baptist Bible College and Seminary 1994 — 1997
Wellmark Blue Cross and Blue Shield September 2014 - Present
Le-Vel.com August 2014 - December 2014
MetLife Investors December 2008 - September 2014
Norwex Enviro Products November 2011 - December 2012
American Eagle Outfitters December 2007 - November 2008
Skills
Series 6, Fixed Annuities, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Investments, Securities, Variable Annuities, Equities, Finance, Insurance, Strategic Financial..., Business Analysis, Analysis, Process Improvement, Customer Service, Microsoft Office, Management, Sales, Project Management, Business Requirements, Leadership, Team Building, Training, Business Process, Public Speaking, Financial Services, Coaching, Risk Management, Microsoft Word, PowerPoint, Requirements Gathering, Consulting, Vendor Management, Relationship Management, Financial Analysis, Testing, Business Process..., Requirements Analysis, Small Business, Social Media, Microsoft Excel, SDLC, Marketing, Team Leadership
Education
Kaplan Universtiy 2003 — 2004
Associate's degree, Medical/Clinical Assistant
Carlson College of Massage Therapy 2001 — 2002
Massage Therapy/Therapeutic Massage
Cedar Falls High School 1999 — 2001
MetLife October 2013 - Present
LIFE Foundation October 2010 - Present
AALU December 2008 - May 2010
The Phoenix Companies January 2008 - December 2008
KOCE Public Television March 2005 - May 2007
MetLife Investors February 2002 - February 2003
Pacific Life September 1984 - February 2001
Skills
Insurance, Fixed Annuities, Life Insurance, Equities, Series 6, Retirement Planning, Public Speaking
Education
Drake University 1979 — 1981
BS, Business Administration
Trinity University 1977 — 1979
Bachelor of Science (BS), Business Administration and Management, General
Mount Sinai Health System October 2014 - Present
Barnum Financial Group, An Office of MetLife October 2006 - October 2014
MetLife Investors September 2003 - October 2006
MetLife Long-Term Care November 2001 - September 2003
MetLife Long-Term Care January 2000 - April 2001
Skills
Change Management, Direct Marketing, Marketing Strategy, Email Marketing, Product Marketing, Copywriting, Marketing, Marketing Management, Digital Marketing, Leadership, Online Marketing, Multilingual, Marketing Communications, Sales, Website Development, Fulfillment Services, Social Media Marketing, Lead Generation, Advertising, Branding Initiatives, Social Media, Project Management, Business Development, B2B Marketing, Market Research, Event Planning, Event Management, Vendor Management, Management
Education
Sacred Heart University
Business, Management, Marketing, and Related Support Services
Sanford-Brown College-Farmington
Associate's degree, Applied Sciences
MetLife November 2012 - Present
MetLife 2008 - Present
MetLife Investors August 2008 - August 2013
Principal Financial Group July 2004 - August 2008
Mutual of Omaha 1998 - 2004
Skills
Advanced sales case..., business and esate tax..., Published Author, Business, Public Speaking, Estate Planning
Education
Drake University Law School 1992 — 1995
Law, Law-Tax
Midland University 1986 — 1990
Bachelor of Science, Business/Marketing
MassMutual Financial Group August 2015 - Present
Lincoln Financial Group April 2014 - August 2015
MetLife Investors June 2012 - March 2014
MetLife Investors July 2007 - June 2012
MetLife Investors October 2005 - July 2007
Skills
HTML, Dreamweaver, Photoshop, Job Coaching, Negotiation, Strategic Partnerships, Microsoft Office, Microsoft Excel, Microsoft Word, Organizational..., Multi Tasking, Life Insurance, Series 6, Series 63, Life & Health Insurance..., Term Life Insurance, Universal Life, Relationship Management, Whole Life, Marketing, Team Leadership, Insurance, Retirement Planning, Retirement, Sales, Disability Insurance, Financial Services, Fixed Annuities
Education
American International College 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
American International College 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
United States Army August 2014 - Present
EMC January 2014 - Present
United States Army Reserve August 2011 - Present
EMC October 2012 - January 2014
MetLife Investors 2010 - 2012
Houlihan's Restaurant August 2006 - July 2010
Target July 2008 - April 2010
Skills
Team Leadership, Spanish, Food Safety, Series 6, Interrogation, Interviewing Skills, Bilingual-English/Spanis..., Employee Training, Management, Interviews, Leadership, Military, Weapons, Training, Sales
Education
Colorado Technical University 2012 — 2014
Master of Science (M.S.), Criminal Justice
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts (B.A.), Political Science
Karl Storz Endoscopy November 2003 - Present
Aquent June 1999 - November 2003
MetLife Investors February 2000 - July 2001
Cargil International Corporation January 1997 - May 1999
Skills
Computer Graphics &..., Product Logo Design, Adobe Creative Suite..., Photo Retouching, Video Production, Video Editing, Photography, Image Manipulation, Graphics, Posters, Brochures, Photoshop, Marketing, Business Cards, Advertising, Marketing Strategy
Education
Art Institute of Fort Lauderdale 1996 — 1998
Associate of Science (A.S.), Video Production
Miami International University of Art and Design 1994 — 1996
Associate of Arts (A.A.), Computer Graphics
Jackson April 2014 - Present
Merrill Lynch April 2011 - March 2014
Sun Life Financial December 2009 - April 2011
LJH Global Investments May 2009 - December 2009
AXA Equitable 2008 - 2009
Sun Life Financial 2005 - 2008
MetLife Investors 2001 - 2005
Education
Emory University School of Law
JD
The College of William and Mary
BA
Hartman Income REIT December 2013 - Present
Bluerock Real Estate Funds July 2011 - June 2013
Cornerstone Real Estate Funds 2010 - 2011
The Dimirak Companies May 2009 - May 2010
PRM Realty Group September 2007 - February 2009
Creekstone Companies 2007 - 2007
US Advisors, LLC October 2004 - November 2006
Metlife Investors March 2001 - August 2003
Skills
Alternative Investments
Education
Chapman University
MA
Master of Arts
University of California, Los Angeles
PFP, Personal Financial Planning
Vantage Pointe Financial Group 2006 - 2014
MetLife Investors 2001 - 2006
CMC Group 1986 - 2000
Education
Central Michigan University 1974 — 1978
Bachelor of Science
Mariner Wealth Advisors, LLC May 2009 - Present
MetLife Investors August 2004 - May 2009
American United Life September 2002 - August 2004
NSBN LLP January 1998 - September 2002
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Asset Management, Risk Management, Financial Planning, Wealth Accumulation, Insurance Planning, Certified Divorce..., Alternative Investments, Investment Advisory, Family Office, Financial Advisory, Wealth, Finance, Mutual Funds, Asset Allocation, Financial Services, Portfolio Management, Series 7, Retirement, Series 63
Education
California State University-Long Beach
BA, Economics
Certified Financial Planner Board of Standards, Inc.
CFP, Certified Financial Planner -CFP (r)
Institute of Divorce Financial Analysts
CDFA, Certified Divorce Financial Analysts
The American College
CLU, Chartered Life Underwriter
Bank of the West a BNP Paribas Company December 2011 - Present
Clark Consulting October 2008 - June 2011
UBS December 2005 - September 2008
MetLife Investors May 2001 - December 2005
Other April 1993 - May 2001
Skills
Wealth Management, Product Management, Change Management, Segmentation, P&L Management, Retirement Products, Private Banking, Mortgages, Client Experience, Client Engagement, Mass Affluent, Affluent, HNW, Product Marketing, Strategic Planning, Integrated Marketing, Business Development, Customer Experience, Customer Engagement, Mortgage Lending, B2B, Retirement, Credit, Financial Modeling, Marketing, Management, Business Strategy, Lead Generation, Financial Services, Banking, Executive Management, Marketing Strategy, Program Management, Marketing Management, Brand Management, Relationship Management, Team Building, Product Development, Insurance, Portfolio Management, Mergers & Acquisitions
Education
Emerson College 1996 — 2000
MFA
University of Southern California - Marshall School of Business 1991 — 1993
BS
Transamerica Capital October 2013 - Present
MetLife Investors March 2008 - October 2013
Lord, Abbett & Co. LLC February 2006 - March 2008
John Hancock Life Insurance Company (U.S.A.) August 2002 - February 2006
Merrill Lynch June 1999 - June 2001
Skills
Series 65, Wealth Management, Asset Allocation, Retirement, Separately Managed..., Alternative Investments, Insurance, Relationship Management, Asset Managment, Business Development, New Business Development, Selling, Public Speaking, Team Leadership, 529 Plans, Microsoft Office
Education
Fairfield University 1995 — 1999
Bachelor of Science (BS), Finance, General
MetLife Investors May 2015 - Present
LPL Financial January 2010 - May 2015
LPL Financial January 2010 - August 2010
Saia Inc. March 2005 - August 2009
IET Computers January 2000 - January 2005
Skills
Customer Service, Training, Customer Satisfaction, Call Centers, Team Leadership, Management, Data Entry, Sales, Employee Relations, Computer Proficiency, Long-term Customer..., Call Center..., Communication, Issue Resolution, Peer Coach, Avaya IP Telephony, Retirement Planning, Financial Services, Insurance, Mutual Funds, Microsoft Office, Investments
Education
Broward College
City National Bank February 2014 - Present
Toastmasters International February 2014 - Present
VALIC July 2012 - February 2014
Ameriprise Financial February 2011 - August 2012
MetLife Investors February 2012 - June 2012
CSUN Students for Middle Eastern Studies September 2010 - June 2011
Merrill Lynch January 2010 - June 2010
Chase October 2008 - November 2009
Chase October 2007 - October 2008
Skills
Financial Planning, Retail Banking, Public Speaking, Customer Retention, Customer Focus, Sales, Organizational..., Managerial Experience, Strategic Financial..., Investments, Analysis, Retirement, Finance, Banking, Management, Strategic Planning, Customer Service, Risk Management, CRM, Financial Services, Series 7, Portfolio Management, Wealth Management, Securities, Financial Analysis, Retirement Planning, Mergers & Acquisitions, Mutual Funds
Education
California State University-Northridge 2009 — 2011
Bachelor of Science, Finance
YULA
Viridian Sciences January 2013 - Present
Orchestra, LLC January 2011 - January 2013
MetLife Investors November 2000 - July 2003
Skills
SAP Business One, Crystal Reports, SQL, Software Documentation, C#, Microsoft SQL Server, Software Project..., ERP, Business Analysis, Business Intelligence, Leadership, Integration, Management, SAP, Enterprise Software, SaaS, Business Process, Strategic Planning, Entrepreneurship, CRM, Start-ups, Business Development, Strategy
Education
St. Mary's University School of Law 2004 — 2008
JD/MSIE, Law IP / Masters in Industrial Engineering
Chapman University 1995 — 2000
BS x2, CIS and Finance
Woodbridge
Woodbridge
Self Employed Consultant 2013 - Present
Deluxe Entertainment Services Group May 2011 - December 2012
Polycomp Administrative Services, Inc. January 2010 - December 2010
Polycomp Administrative Services, Inc. August 2003 - December 2009
MetLife Investors October 1996 - June 2001
The Paragon Consulting Group 1993 - 1996
Deloitte & Touche 1987 - 1992
Skills
Strategic Planning, Retirement Planning, Customer Service, Microsoft Office, Microsoft Excel, Process Improvement, Accounting, Financial Analysis, Development Of Employees, Team Leadership, Profit Maximization, Business Planning, Strategic Financial..., Insurance, Pensions, Budgets, Project Management, Risk Management, Team Building, Management, Executive Management, Data Analysis, Analysis, CRM, Strategy, Business Process..., Training, Financial Planning
Education
Aquinas College
Bachelor of Science, Mathematics, Summa Cum Laude
CBRE February 2015 - Present
Old Navy November 2009 - Present
Edelman Berland March 2014 - September 2014
Old Navy February 2013 - March 2014
Enchanted PR January 2010 - March 2014
NEA April 2011 - December 2011
One Economy Corporation January 2011 - May 2011
Images USA 2009 - 2009
MetLife Investors June 2008 - August 2008
Kohl's Department Stores November 2004 - January 2007
Skills
Microsoft Office, Social Media, Sponsorship, Brand Development, Press Releases, Pitch Letters, Customer Service, Leadership, Team Building, Facebook, Event Management, Marketing, Social Networking, Public Relations, Management, Blogging, Training, PowerPoint, Microsoft Excel, Event Planning, Strategic Planning, Sales, Creative Writing, Proofreading, Cision
Education
University of Maryland University College 2012 — 2015
Master's Degree, Management/Public Relations
Clark Atlanta University 2005 — 2009
Bachelor's, Business Administration: International Business and Marketing
W.S.H.S.
Credit Union August 2014 - Present
Community Powered Federal Credit Union April 2006 - August 2014
MetLife Investors April 2005 - March 2006
LPL Financial / Wealth Planning Group, LLC October 2001 - April 2005
Skills
Customer Service, Organizational Needs..., Project Management, Time Management, Banking, Teaching Adults, Personal Development, Teaching, Microsoft Office, Construction Safety, Microsoft Excel, Microsoft Word, PowerPoint, Brand Development, Brand Management, Bank Reconciliation, Branch Banking, Research, Sales, HTML, Web Content, Photoshop, Outlook, Windows, English, Adult Education, Personal Training, Training, Project Planning, Training Facilitation, Public Speaking, Leadership, Management, Team Building
Education
Delaware Technical and Community College-Stanton-Wilmington 2001 — 2003
Associate Degree, Industrial Engineering
Orangetheory Fitness January 2014 - Present
LA Fitness January 2012 - December 2013
New Rise Investments, LLC August 2010 - January 2012
Sugar Hill Capital Management, Inc. May 2008 - August 2010
I-Trade FX, LLC October 2006 - April 2008
Wholistic Solutions (dba) 2005 - 2007
Interlachen Mortgage, Inc. June 2003 - October 2006
MetLife Investors 2001 - 2003
Skills
Strategy, Investments, Business Development, Business Planning, Leadership, Strategic Planning, Marketing, Project Management, Private Equity, Competitive Analysis, Management, Emerging Markets, Entrepreneurship, Sports Performance...
Education
Rollins College - Crummer Graduate School of Business 2003 — 2005
MBA, Entreprenuership
Florida A&M University 1991 — 1995
Bachelor of Science, Actuarial Science and Psychology
Lake Howell
Northern Trust October 2011 - Present
MetLife Investors May 2009 - September 2011
Merrill Lynch 2003 - 2009
Euro MTS January 2002 - July 2003
GE Capital January 2001 - January 2002
DZ Bank November 1998 - January 2002
Skills
Banking, Strategic Financial..., Wealth Management, Equities, Financial Analysis, Investments, Asset Allocation, Asset Managment, Portfolio Management, Alternative Investments, Fixed Income, Wealth Management..., Series 7, Derivatives, Retirement Planning, Mutual Funds, Investment Advisory, Capital Markets, Financial Modeling, Bonds, Risk Management, Financial Advisory, Securities
Education
Eastern Michigan University 1993 — 1998
BBA, Finance and German
Bening Financial May 2014 - Present
First National Bank of Omaha November 2011 - July 2013
Ergogenesis/BodyBilt March 2011 - August 2011
Mortgage Contracting Services May 2006 - July 2007
MetLife Investors March 2003 - November 2004
Skills
Account Management, Customer Service, Contract Negotiation, Microsoft Office, Team Building, Sales, New Business Development, Sales Operations
Education
Capella University 2011 — 2013
Master's, Non-Profit/Public/Organizational Management
Buena Vista University 1997 — 1999
BA, Human Services/Agency Administration
AXA Distributors, LLC May 2015 - Present
Symetra Financial March 2011 - April 2015
First Mercantile a subsidary of Mass Mutual Financial Group September 2009 - February 2011
Mass Mutual Financial Group March 2007 - September 2009
Genworth Financial June 2006 - March 2007
Allianz Life March 2003 - June 2006
Allianz Life Financial Services, LLC 2003 - 2006
MetLife Investors September 2000 - March 2003
Skills
Series 6, Fixed Annuities, Retirement, Investments, Securities, Life Insurance, Series 65, Financial Services, 401k, Series 7, Mutual Funds, Retirement Planning, Financial Advisory, IRAs, Wealth Management, Asset Allocation
Education
Augsburg College 1993 — 1997
Environmental Science
JnJ Unlimited March 2010 - Present
Chili's 2010 - 2013
Metlife Investors 2001 - 2009
Skills
Marketing Strategy, Entrepreneurship, New Business Development, Marketing, Business Strategy, Sales Management, Small Business, Product Development, Start-ups, Strategic Planning, Social Media Marketing, Advertising, Online Marketing, Team Building, E-commerce, Sales Process, Management, Sales, Insurance
Education
Central Connecticut State University
Business
Evergreen Realty & Associates, Orange County, CA 2015 - Present
Meritage Homes 2012 - January 2013
JB Collins Homes February 2011 - March 2012
Valeo Companies, Inc. June 2007 - February 2009
Richmond American Homes June 2006 - May 2007
Lennar March 2001 - May 2006
MetLife Investors June 2000 - April 2002
Skills
Real Estate Development, Due Diligence, Land Acquisition, Land Development, Entitlements, Feasibility Studies
Education
California State University-Sacramento 1995 — 1999
BS Business Administration, Finance
Capistrano Valley High School
Analysts International Corporation (AIC) August 2015 - Present
Spherion April 2015 - July 2015
Dex Media, Inc. February 2014 - February 2015
MetLife Investors March 2012 - February 2014
Bonefish Grill December 2006 - December 2012
Wells Fargo Home Mortgage December 2011 - March 2012
Skills
Loans, Management, Short Sales, Fixed Annuities, Series 6, Time Management, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Sales, Outlook, Finance, Microsoft Office, Financial Analysis, Leadership, Budgets, Financial Accounting, Team Leadership, Event Planning, Recruiting, Interviews, Technical Recruiting, Talent Acquisition
Education
AIB College of Business 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting
Avanade 2013 - Present
OpenSymmetry 2012 - 2013
Accenture 2010 - 2012
Atlanta Journal-Constitution 2010 - 2010
Clark Atlanta University 2009 - 2010
MetLife® Investors 2009 - 2009
SportClips, Inc 2007 - 2007
Skills
Training & Development, Instructor-led Training, Business Readiness, Work Planning, Change Management, Leadership, Requirements Analysis, Defect Tracking, Communications Planning, Functional Design, User Acceptance Testing, Test Cases, Test Planning, Organizational Design, Social Skills, Requirements Gathering, Requirements Management, Training Delivery, Scope Management, Customer Service, Client Interfacing, Testing, Organization &..., Recruiting, Teamwork, Excel, Event Planning
Education
Clark Atlanta University 2006 — 2010
Bachelor of Arts degree, Business Administration; Marketing
Sony Pictures Entertainment October 2014 - Present
Sony Pictures Entertainment May 2013 - September 2014
MetLife Investors September 2011 - May 2013
Yunus Centre - Micro-Finance Internship June 2011 - July 2011
MetLife Investors June 2009 - June 2011
MetLife Investors July 2006 - June 2009
Skills
Strategic Planning, Business Analysis, Project Management, Financial Analysis, Finance, Business Development, New Business Development, Problem Solving
Education
University of Southern California - Marshall School of Business 2008 — 2011
MBA, Financial Analysis & Valuation
California State University-Fullerton 2003 — 2005
Business Administration, Marketing
Check Capital Management Inc. February 2015 - Present
Strategic Capital Distributors October 2013 - February 2015
MetLife Investors September 2007 - April 2012
Skills
Value Investing, Warren Buffet, CFP®, Wealth Management, Retirement Planning, Investment Advisory, Series 7, Impact Investing, Alternative Investments, Series 63, Financial Advisory, Sales, Renewable Energy, Variable Annuities, Series 6, Investments, Retirement, Asset Allocation, Mutual Funds, Financial Planning
Education
California Lutheran University 2012 — 2016
Master of Business Administration (MBA), MBA in Financial Planning
College of Financial Planning 2009 — 2010
CFP®, Investment Management
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Economics
UnitedHealth Group January 2014 - Present
MetLife Investors September 2010 - December 2013
MetLife April 2006 - August 2010
Cigna January 2000 - March 2004
Skills
Insurance, Life Insurance, Financial Services, Adjustments
Education
Berklee College of Music
Bachelor's degree, Professional Music
Lincoln Financial Advisors June 2015 - Present
Skylight Financial Group May 2011 - June 2015
MetLife Investors May 2006 - May 2011
Skills
Strategic Financial..., Retirement, Disability Insurance, Insurance, Securities, Financial Services, Employee Benefits, Long Term Care Insurance, Investments, Series 7, Retirement Planning, Asset Management, Investment Strategies, Wealth Management, Strategic Planning, 401k, Long-term Care, Series 6, Financial Modeling, Life Insurance, IRAs, Finance, Estate Planning, Mutual Funds, Fixed Annuities, Financial Analysis
Education
Ashland University 2001 — 2005
Bachelor's degree, Finance, Marketing
Midview High School 1997 — 2001
MetLife Investors December 2006 - Present
YMCA of Greater Des Moines 2000 - Present
Wells Fargo Home Mortgage March 2003 - March 2006
Alliance Home Mortgage 2003 - 2006
UPS December 1993 - March 2003
Skills
Mentoring, Personal Training, Coaching, Team Leadership, Influential, Motivation, Problem Solving
Education
Drake University
Bachelor’s Degree, Marketing
National Corporate Housing December 2014 - August 2015
CRS Temporary Housing June 2013 - November 2013
CRS Temporary Housing January 2011 - June 2013
CRS Temporary Housing January 2010 - January 2011
CRS Temporary Housing January 2006 - January 2010
CRS Temporary Housing October 2005 - January 2006
M&I Home Lending Solutions 2002 - 2005
MetLife Investors 1999 - 2001
Skills
Customer Satisfaction, Leadership, New Business Development, Call Centers, Account Management, Customer Retention, Negotiation, Insurance, Direct Sales, Business Strategy, Selling, Sales Operations, Employee Training, Public Speaking, Strategic Planning, Sales Presentations, Training, Customer Service, Salesforce.com, Event Management, Committed to Customer..., Business Ethics, Customer Experience, Customer Experience..., Customer Experience..., Six Sigma, Lean Management, Lean Thinking, Lean Operations, Lean Tools, Green Belt, Procurement Contracts, Inspiring People, Inspiring Teams, Highly motivated..., Rental Real Estate, Property Management, Hospitality Consulting, Hospitality Industry, Employee Relations, Vendor Relationships, Business Relationship..., Long-term Customer..., Revenue & Profit Growth, Revenue Analysis, IATA, Distance Learning, Data Analysis, Management, Strategy
Education
Colorado State University
Organizational Leadership, Business Administration, Management and Operations
Hawkeye Community College
General Education
Regis University
Business
Simpson College
Business
University of Iowa
the Foundation for Peripheral Neuropathy March 2015 - Present
Indeck Power Equipment Company August 2012 - March 2015
The Care of Trees April 2010 - August 2012
Starbucks September 2008 - April 2010
Jordan Industries August 2005 - July 2006
MetLife Investors January 2003 - February 2004
Northwest Community Healthcare March 1998 - August 2000
Skills
Data Entry, Time Management, Expense Reports, Salesforce.com, Organization &..., Travel Arrangements, Positive Personality, Goal-oriented..., Customer Service, Highly responsible, Microsoft Office, Coordinating Events, Travel Planning, Multitasking Skills, Navision, SAP, Outstanding people..., Outstanding time..., Flexibility, Adaptability, Dependent, Team Management, Administrative..., Accounts Payable, Accounts Receivable, Administrative..., PowerPoint, Microsoft Excel, Sales, Management, Training, Budgets
Education
National-Louis University 2000 — 2002
Bachelor of Arts (B.A.), Elementary Education and Teaching
Harper College 1996 — 2000
Associate of Arts (A.A.)
Fadeaway Floatation Therapy July 2014 - Present
LulaBelle Photography and Graphic Design April 2013 - Present
Silver Spring Farm January 2006 - Present
Midland National Life September 2007 - April 2013
MetLife Investors May 2005 - August 2006
MetLife Investors June 2003 - May 2005
ING July 2002 - June 2003
Skills
Fixed Annuities, 401k, Small Business, Insurance, Life Insurance, Retirement Planning, Sales, Customer Service, Marketing, Retirement, Microsoft Office, Leadership, Marketing Communications, Advertising, Investments, Strategic Planning, Team Building, Coaching
Education
Collins College 2000 — 2002
AA, Graphic Design
MetLife Investors March 2015 - Present
Metlife Retail US January 2015 - March 2015
Red Ventures June 2014 - December 2014
Central North Carolina Council Boy Scouts of America February 2012 - May 2014
Appalachian State University January 2010 - December 2011
Piedmont Council, Boy Scouts of America June 2007 - July 2011
Gaston County Schools September 2009 - January 2010
Gaston County Schools August 2008 - May 2009
Skills
Camping/Backpacking, Swimming, Lifeguarding, First Aid, Backpacking, Hiking, Canoeing, Camping, Volunteer Management, Fundraising, Public Speaking, Leadership, Policy, Volunteer Recruiting, Teaching, Volunteer Training
Education
Appalachian State University 2005 — 2008
Bachelors of Science, History, Secondary Education
PIVEG, Inc. August 2015 - Present
U.S. Bank May 2010 - July 2015
MetLife Investors January 2014 - September 2014
Law Office of Gregory L. Rickard January 2007 - May 2012
Skills
Banking, Credit, Retail Banking, Consumer Lending, Commercial Banking, Small Business Lending, Commercial Lending, Loans, Mortgage Lending
Education
Arizona State University 2014 — 2016
Bachelor of Arts in Liberal Studies
Grossmont High School
Edwards Lifesciences November 2009 - Present
Honda R&D May 2006 - December 2008
MetLife Investors October 2005 - March 2006
Skills
Human Resources, HRIS, PeopleSoft, SuccessFactors, Talent Acquisition, Talent Management, Performance Management, Applicant Tracking..., Training, Management, Leadership, Employee Benefits, Strategic Planning, Microsoft Office, Onboarding, Taleo, Employee Relations, Deferred Compensation, Customer Service, Employee Engagement, HR Policies
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Psychology
Wells Fargo Home Mortgage March 2003 - Present
MetLife Investors January 1999 - December 2002
Skills
Strategy, Business Development, Marketing Strategy, Marketing, Sales, Entrepreneurship, Real Estate, Residential Homes, Leadership, Budgets, Contract Negotiation, Management, Sales Management, Strategic Planning, Investments, Sales Operations
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA, Entrepreneurship, Finance, Real Estate
University of Florida 1986 — 1991
BSBA, Business, Finance, Real Estate
Pageant of the Masters 2009 - Present
MetLife Investors July 2011 - October 2012
Lennox Hearth Products May 2005 - February 2010
Komex H2O Science July 2000 - November 2004
McLaren/Hart, inc. 1997 - 2000
Skills
Project Management, Creative Direction, Art Direction, Creative Services..., Graphic Design, Webmaster Services, Corporate Identity, Photo Shoot Art..., Adobe Acrobat, Graphics Group..., Email Campaign..., Photography, Management, Email Marketing, Team Building, Marketing, Advertising, Marketing Communications, Brochures, Leadership, Graphics, Direct Mail, Brand Management, Adobe Creative Suite, Trade Shows, Social Media Marketing, QuarkXPress, Brand Development, Direct Marketing, Catalogs, InDesign, Illustrator, B2B, Pre-press, Dreamweaver, Integrated Marketing, Typography, Packaging, Training, Photoshop, Web Design, Proof, Digital Printing, Print Management, Budgets, Marketing Strategy, Corporate Communications, Wide Format Printing, Offset Printing, Marketing Management
Education
California State University-Fullerton
Master of Arts (M.A.)
AIG December 2014 - Present
AXA Equitable January 2014 - November 2014
MetLife Investors September 2001 - December 2013
CitiStreet May 1996 - September 2001
United Jersey Bank June 1993 - May 1996
Skills
Variable Annuities, Fixed Annuities, Mutual Funds, Public Speaking, Sales Presentations, 401k Rollovers, IRAs, Guaranteed Lifetime..., 401k, Series 6, Series 63, Life & Health Insurance..., Insurance, Investments, Roth IRA, Income Protection, Series 7, Retirement
Education
Belmont Abbey College 1983 — 1987
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Unicon January 2011 - Present
Choice Solutions, Inc. June 2010 - December 2010
Zenmonics Inc December 2009 - June 2010
Biometrics4ALL July 2008 - August 2009
MetLife Investors October 2006 - July 2008
Impac Companies February 2003 - September 2006
Brenner-Fiedler April 2001 - January 2003
Pentafour May 1999 - October 2002
Skills
Business Analysis, Project Management, Project Coordination, Quality Management, Quality Assurance, Team Leadership, SDLC, Data Modeling, Documentation
Education
Arizona State University 2015 — 2017
Technological Entrepreneurship and Management (BS), Information Technology
University of Phoenix 2003 — 2011
BS, Business Management
FTB Advisors, Inc. June 1998 - Present
MetLife Investors June 1994 - June 1998
Skills
Wealth Management, Strategic Financial..., Retirement Plan..., Wealth Management..., Financial Planning
Education
College for Financial Planning 2006 — 2007
CFP, Financial Planning
University of Tennessee 1989 — 1993
Business Administration, Business
Newtown Athletic Club June 2015 - Present
Comprehensive Chiropractic & Rehab July 2014 - Present
MetLife Investors March 2011 - August 2013
Skills
Leadership, Communication, Time Management, Creative Writing, Media Relations, Digital Media, Microsoft Word, Communication Skills, Creativity, Teamwork, Media, Quick Witted, Corporate Communications, Social Networking, Data Entry, Social Media, Microsoft Excel, Public Speaking, PowerPoint, Customer Service, Microsoft Office, Marketing Communications
Education
University of Pittsburgh 2012 — 2016
Bachelor's Degree, Media and Professional Communications, 3.62
University College Dublin
Study Abroad Student
Bucks County Community College 2013 — 2013
Summer Courses
Pennsbury High School 2008 — 2012
High School Diploma
Orange County REITs November 2014 - Present
MetLife Investors September 2007 - March 2014
Skills
Series 6, Series 63, Fixed Annuities, Retirement Planning, Series 7, Process Improvement, Mutual Funds, Life Insurance, Variable Annuities, Investments, Retirement, Asset Allocation
Education
California State University-Long Beach
Advisors Capital Management January 2015 - Present
Curian Capital January 2008 - December 2014
MetLife Investors 2004 - 2007
Putnam Allstate 2001 - 2004
John Hancock / Manulife / Wood Logan 1998 - 2001
Skills
Sales coach, Client Communications, Sales, Financial Services, Leadership, Training, Marketing, Series 7, Investments, Management, Recruiting, Retirement Planning, Coaching, Selling, Sales Operations, Social Media Marketing, Strategy, Insurance, Customer Service, Employee Benefits, Separately Managed..., Mutual Funds, Series 63, Financial Advisory, 401k, Series 6, Wealth Management, Financial Planning
Education
Ferris State University 1987 — 1990
Business Administration, Professional Tennis Management
Longwood University 1985 — 1986
Business
Cambiar Investors April 2013 - Present
Cambiar Investors March 2010 - March 2013
Cambiar Investors June 2007 - February 2010
Insco/Dico Group December 2006 - June 2007
RealtyTrac September 2005 - August 2006
RealtyTrac May 2005 - September 2005
Professional Settlement Services April 2004 - April 2005
MetLife Investors June 2003 - February 2004
RLM Namibia August 2000 - December 2001
Skills
Management, Microsoft Excel, Training, Marketing, Investments, Leadership, Asset Management, Mutual Funds, Asset Allocation, Portfolio Management, Team Building, Vision, Finance, Creative Writing, Project Management, Program Management, Financial Accounting, Goal Oriented, Team Leadership, Communication, Multimedia, IT Operations, Fitness, Fitness Instruction, Nutrition, Motivation, Public Speaking, Public Relations, International Relations, Sales, Online Media Management, Quality Assurance, Earned Value Management, Scope Management, Kickboxing, Weight Training, Cardio, Art History, Cooking, IT Asset Management, Trading Systems, Health Education, Collateral Management, Opening New Accounts, Back Office, Hospitality
Education
Colorado Christian University 2009 — 2011
Bachelor of Science (BS) Organizational Management Project Management, Management, 4.0 GPA
Spirit Life Bible College 1998 — 2000
Certificate, Christian Ministry
Faith Christian Academy 1986 — 1998
High School Diploma
MakoTek Corporation 1999 - Present
Empower Software Solutions 2011 - 2013
PropertyRoom.com 2010 - 2010
MetLife Investors 2003 - 2005
Toshiba 1996 - 1999
ABC-CLIO 1994 - 1995
Hewlett-Packard 1987 - 1993
Skills
Software Design, Software Development, Cross-functional Team..., Project Management, SDLC, C#, C++, .NET, AJAX, jQuery, Unix, Java, WCF, Microsoft SQL Server, User Interface Design, Agile Methodologies, Software Project..., Databases, Web Development, Web Applications
Education
California Polytechnic State University-San Luis Obispo
M.S., ABD, Computer Science
University of California, San Diego
B.A., Biology
University of California, San Diego
B.A., Psychology
Griffin Capital Securities November 2012 - Present
Euro Pacific Capital March 2011 - November 2012
MetLife International January 2010 - August 2010
MetLife Investors November 2000 - December 2009
MetLife Investors Distribution Company November 2000 - December 2009
AXA Distributors October 1999 - November 2000
AXA Distributors July 1998 - October 1999
Skills
Call Center, Annuity, Start-ups, Series 7, Insurance, Sales Management, Coaching, Series 24, Training, Mergers & Acquisitions, Investments, Management, Risk Management, Fixed Annuities, Sales, Asset Management, Product Development, Securities, Call Centers, Investment Advisory, Business Development, Financial Advisory, Life Insurance, Retirement Planning, Finance, Analysis, Leadership, Program Management, Recruiting, Retirement, Wealth Management, CRM, Variable Annuities, Sales Operations, Long-term Care, Relationship Management, Selling, Financial Services, Mutual Funds, Series 63, 401k, Executive Management, Marketing Strategy, Asset Allocation, Strategic Financial..., FINRA, Portfolio Management, Marketing, Alternative Investments
Education
California State Polytechnic University-Pomona
B.S., Finance, Real Estate & Law
MetLife April 2009 - January 2015
MetLife July 2007 - March 2009
MetLife June 2005 - June 2007
MetLife August 2003 - May 2005
MetLife November 2002 - July 2003
MetLife Investors December 2001 - October 2002
Skills
Project Management, Program Management, Business Analysis, Vendor Management, SDLC, Quality Assurance, Requirements Analysis, Process Improvement, Requirements Gathering, Software Project..., Business Process..., Business Intelligence, Business Process, Clarity, HP Quality Center, Lotus Notes, Microsoft Office
Education
California State University-Sacramento
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
California State University-Sacramento
Bachelor of Arts (BA), Communication Studies
MVP Service Solutions December 2013 - Present
The Pampered Chef June 2013 - January 2015
Aviva USA October 2011 - July 2013
Adecco May 2011 - October 2011
Fred Meyer Jewelers October 2010 - May 2011
Brokers International November 2008 - October 2010
Aviva USA March 2006 - November 2008
Farm Bureau Financial Services October 2005 - March 2006
MetLife Investors June 2001 - October 2005
Skills
Problem Solving, Customer Service, Building Relationships, Event Management, Business Development, Life Insurance, Retirement Planning, Relationship Management, Training, Team Building, Brand Ambassadors, Work Ethic, Product Marketing, Variable Annuities, Insurance, Underwriting, Reinsurance, Long-term Care, Term Life Insurance, Brokers, Employee Benefits, Retirement, Coaching, Disability Insurance, Management, Fixed Annuities, General Insurance, Sales, Health Insurance, Strategic Financial..., 401k, Financial Services, Whole Life, Universal Life, Long Term Care Insurance, Estate Planning, IRAs, Financial Planners, Property & Casualty..., Investments, Claim, Mutual Funds, Financial Planning
Education
Des Moines Area Community College 1997 — 1998
Psychology
MetLife Investors October 2007 - Present
Advest, Inc. April 1999 - May 2005
Education
Eastern Connecticut State University 1990 — 1994
MetLife May 2013 - Present
MetLife - Group Voluntary and Worksite Benefits August 2012 - Present
MetLife May 2009 - August 2012
MetLife September 2007 - May 2009
MetLife October 2005 - September 2007
MetLife Investors June 2004 - October 2005
Paragon Life - A Metlife company October 2003 - February 2004
Fifth Third Bank May 2000 - August 2003
Skills
Insurance, Disability Insurance, Life Insurance, Analysis, Leadership, Business Planning, Integration, Financial Services, Investments, Underwriting, Relationship Management, Finance, Strategy, Business Strategy, Health Insurance, Management, Strategic Planning, Employee Benefits
Education
Ball State University - College of Business 1996 — 2000
Bachelor of Science Degree, Finance; Banking, Corporate, Finance, and Securities Law
MetLife Investors Senior Cost AccountantBarton IncorporatedMarch 2006 - June 2007
Federal Mogul 1999 - 2005
Education
Albion College 1995 — 1999
EY 2014 - Present
iGATE 2013 - January 2014
Citi 2010 - 2013
George Weiss Associates March 2010 - February 2011
MetLife Investors 2009 - March 2010
Eaton Vance 2009 - 2009
Stanford Group Company 2007 - 2009
AIG 2007 - 2008
Credit Suisse First Boston 2006 - 2007
JP Morgan 2003 - 2006
Skills
Data Governance, Master Data Management, Data Quality, Database Analysis, Market Data, Management Consulting, Compliance, Data Analysis, Data Profiling, Trading, Trading Systems, Risk Management, SQL, IT Strategy, Vendor Management, Project Management, Data Mining, Fixed Income, Management, Software Development, Investments, Security, Data Warehousing, SDLC, ETL, Business Analysis, Financial Services, Requirements Gathering, Business Intelligence, Investment Banking, Securities, Data Modeling, Banking, Reference Data, Enterprise Architecture, Leadership, Integration, Business Process, Analytics, Business Requirements, Software Project..., User Acceptance Testing
Education
City University of New York-Hunter College 1976 — 1983
City University of New York-Hunter College 1974 — 1981
Fordham Prep High School 1969 — 1973
Blessed Sacrament elementry 1963 — 1971
MetLife Investors November 2011 - December 2013
Barnum Financial Group, an Office of MetLife November 2011 - December 2013
David Lerner Associates, Inc. June 2010 - October 2011
Serrano Creative Services 1998 - June 2010
Conover Production Services 1998 - 2008
Chase Manhttan Corp. January 1986 - June 1998
Skills
Video Production, Television, Broadcast, Video, Producing, Post Production, Documentaries, Film Production, Video Editing, Media Production, Film, HD Video, Final Cut Pro, Digital Media, New Media
Education
Emerson College 1978 — 1982
Bachelor of Fine Arts (B.F.A.), Film/Cinema/Video Studies
Harrison High School 1974 — 1978
Curian Capital January 2008 - Present
MetLife Investors September 2004 - December 2007
Education
Ferris State University 1987 — 1990
Athene USA March 2014 - Present
Brick Gentry, P.C. November 2009 - March 2014
Sammons Annuity Group November 2007 - November 2009
MetLife Investors August 2005 - October 2007
Skills
Litigation, Estate Planning, Legal Discovery, Research, Legal Research, Investments, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Legal Writing, Outlook, Social Media, Civil Litigation
Education
Drake University 2001 — 2003
Bachelor of Arts, English
Kaplan University-Des Moines Campus 2009 — 2010
Associate's degree, Paralegal Studies
University of Northern Iowa 1998 — 2000
Bachelor of Arts, English
Capital Mitigation Group October 2007 - Present
Mulberry Real Estate Group February 2006 - Present
MetLife Investors February 2005 - October 2007
Education
American International College 1997 — 2001
Mathematics, Finance
Amtrak July 2013 - Present
United Transportation Union January 2012 - July 2013
Amtrak 2009 - July 2013
MetLife Investors January 2008 - 2013
Skills
Fixed Annuities, Retirement, IRAs, Life Insurance, Strategic Financial..., Mutual Funds, Disability Insurance, Finance, Analysis, Retirement Planning, Series 7, Wealth Management, Investments, Series 63, Financial Advisory, Investment Advisory, Rail, Transportation, Strategic Planning, Small Business, Forecasting, Training, Public Transport, Team Leadership, Management, Financial Analysis, Program Management, Customer Service, Team Building
Education
Drexel University - College of Business and Administration
Bachelor of Science (B.S.), Business Administration, Management and Operations
Drexel University - College of Business and Administration
Master of Business Administration (MBA), International Business
Cole Capital January 2013 - Present
Cole Capital June 2010 - Present
KBS Capital Markets Group September 2005 - June 2010
MetLife Investors March 2001 - September 2005
Skills
Series 7, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Sales, Sales Operations, Series 63, Wealth Management
Education
Franklin & Marshall College 1989 — 1993
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
A financial services company 2015 - Present
Allstate Financial Services, LLC 2014 - 2015
Diversified Residential Group, LLC / ARI Financial Services 2013 - 2013
Realty Capital Securities 2009 - 2012
KBS Realty Advisors 2007 - 2009
MetLife Investors 2004 - 2007
Skills
Series 7, Series 63, Retirement Planning, Series 24, Investments, Fixed Annuities, Long-term Care, Indexed Annuities, REITs, Series 6, Variable Annuities, Sales Management, Life Insurance, Mutual Funds, Asset Allocation, New Business Development, Sales Logix, Salesforce.com, Business Development, Compass, Cold Calling, Strategic Planning, Sales Operations, Sales, B2B, C Level Selling, Marketing, WebEx, Account Management, Separately Managed..., Retirement
Education
Bucknell University 1999 — 2003
BSBA, Business Management
Pacific Life April 2010 - Present
Pacific Life April 2008 - April 2010
Pacific Life September 2001 - April 2008
MetLife Investors June 2001 - September 2001
MetLife Investors June 2000 - June 2001
Security First Group - Purchased by MetLife Investors 2000 July 1995 - June 2000
Skills
Insurance, SDLC, User Acceptance Testing, Process Improvement, Requirements Analysis, Vendor Management, Business Analysis, Software Documentation, Visio, Software Project..., Business Process..., PMO, Test Planning, Quality Assurance, Testing, Test Management, Analysis, Requirements Gathering, Project Management
Education
Glendale High School 1964 — 1968
Glendale Community College
Lincoln Financial Group May 2014 - Present
MassMutual Financial Group August 2010 - May 2014
MetLife Investors 2005 - 2007
Travelers Life & Annuity Law Dept. 1994 - 2005
Aetna Life Insurance 1987 - 1994
Corporation Counsel of New York City 1984 - 1987
Education
Rutgers University School of Law - Camden 1981 — 1984
JD
Binghamton University 1977 — 1981
BA
National Institutes of Health January 2011 - Present
MetLife Investors May 2009 - January 2011
Navy Federal Financial Group October 2007 - May 2009
Lord Abbett March 2005 - September 2007
Morgan Stanley June 2000 - March 2005
Skills
Investments, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Strategic Financial..., Data Analysis, Risk Management, Series 7, Valuation, Analysis, Finance, Mutual Funds, Equities, Insurance, Business Analysis, Due Diligence, Asset Allocation, Strategic Planning, Economics
Education
University of Maryland College Park 2010 — 2011
Master of Business Administration, Business Administration
University of Maryland College Park 2008 — 2010
Master of Science, Finance and Information Systems Management
Bowie State University 1994 — 1999
BS, Biology
High Impact Technologies Ltd November 2009 - Present
Lockheed Martin November 2008 - December 2009
Bed Bath & Beyond March 2008 - September 2008
MetLife Investors August 2007 - February 2008
Charming Shoppe November 2006 - July 2007
Ace Hardware April 2005 - November 2006
Temple Inland October 2004 - March 2005
Skills
Microstrategy, Data Warehousing, Teradata, Data Modeling, Business Intelligence, Requirements Analysis, SQL, ETL, Business Objects, Informatica, Microsoft SQL Server, OLAP, Netezza, Data Integration, Oracle, Dashboard, DB2, SDLC, Business Intelligence..., Data Warehouse..., Dimensional Modeling, SSIS, SSRS, PL/SQL, Cognos, Visio, Database Design, Master Data Management, Databases, Erwin, Analysis Services
Education
Doctor Babasaheb Ambedkar Marathwada University 1995 — 1999
BE, Computer Science
Yoga August 2008 - Present
EDPglobal October 2012 - Present
Meeting Element October 2012 - Present
Prestige Resorts & Destinations July 2011 - October 2012
Potomac Management Resources February 2006 - June 2011
MetLife Investors 2002 - 2005
Independent Event Planner 2000 - 2002
Skills
Event Management, Meeting Planning, Trade Shows, Sales, Event Planning, Corporate Events, Hospitality, Marketing Communications, Hotels, Social Networking, Time Management, Management, Social Media, Customer Service, Budgets, Site Selection, International Meetings, Destination Management..., Engaging Public Speaker, Public Speaking
Education
California State University-San Bernardino - College of Business and Public Administration
BS, Marketing
BH North America Corporation April 2014 - Present
Montage Hotels & Resorts January 2013 - March 2014
Montage Hotels & Resorts October 2012 - January 2013
Montage Hotels & Resorts August 2012 - October 2012
Montage Hotels & Resorts April 2010 - August 2012
Monarch Beach Media March 2009 - March 2010
Volcom February 2008 - February 2009
MetLife Investors October 2005 - September 2007
Haigh CPA & Company December 2003 - May 2005
Education
California State University-Fullerton - College of Business and Economics 2009 — 2011
Master, Business Administration
University of San Diego 2001 — 2005
Bachelor, Business Administration
Santa Margarita Catholic High School
ghmc, inc branch managerGuaranteed Home Mortgage Company Inc.2003 - Present
MetLife Investors March 1998 - February 2003
Education
Bindura University of Science Education 1985 — 1989
ba, foreign relation service
One Technologies May 2011 - Present
Credit Solutions January 2009 - May 2011
Zadeh - Meyer Genetics June 2002 - March 2011
MetLife August 2004 - December 2008
MetLife Investors 2004 - 2008
West Coast Internet 1998 - 2004
Skills
Data Center, Virtualization, Cisco Technologies, Servers, Network Security, Troubleshooting, IIS, Networking, Firewalls, Software Documentation, Linux, VoIP
Education
California State University-Fullerton 2002 — 2004
BA, Business Administration - Concentration ISDS
Robert Half International June 2011 - Present
American Medical Systems August 2009 - June 2011
Robert Half International June 2008 - November 2009
Numberworks February 2007 - May 2008
Wells Fargo Insurance Services March 2006 - September 2006
Robert Half Finance & Accounting July 2004 - March 2006
MetLife Investors February 2000 - April 2004
Embassy Suites 1996 - 1997
Skills
Customer Service, Accounts Receivable, Accounts Payable, General Ledger, Microsoft Excel, JD Edwards, Account Reconciliation, Outlook
Education
St. Cloud State University 1989 — 1991
Bachelor of Science, Elementary Education
Bemidji State University 1985 — 1987
Graphic Design, Theatre, General Education
St. Louis Pirates Baseball Club 1999 - Present
MetLife Investors March 2004 - June 2006
Education
Austin Peay State University 1987 — 1989
Broadcast Communications
Rend Lake College 1985 — 1987
Associate of Art
BankUnited March 2012 - Present
MetLife Investors December 2004 - February 2009
MetLife 2004 - 2009
AARP April 2002 - December 2004
Skills
SDLC, Microsoft SQL Server, Visio, Business Analysis, Oracle, User Acceptance Testing, Databases, Requirements Analysis, XML, Visual Basic, Systems Analysis, Disaster Recovery, Requirements Gathering, SQL, Vendor Management, Data Warehousing, SharePoint, Software Documentation, SSRS
Education
California State University-Los Angeles 1991 — 1996
BA, IT
D&M Enterprise Group January 2015 - Present
Baron Insurance Marketing Group September 2010 - Present
Hartford Life June 2008 - September 2010
MetLife Investors January 2007 - June 2008
Skills
Insurance, Life Insurance, Disability Insurance, Employee Benefits, Fixed Annuities, Property & Casualty..., Brokers, Term Life Insurance, Business Analysis
Education
Colorado State University 1992 — 1996
BS, Business Finance/Economics
MetLife Investors December 2014 - Present
Bras for the Cause 2009 - 2012
Marsh March 2008 - December 2011
JCPenney September 2005 - October 2011
Iowa Farm Bureau December 1998 - January 2008
Skills
Customer Retention, Customer Service, Employee Benefits, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Team Leadership, Event Planning, Leadership Development
Education
Drake University 2002 — 2005
MEd, Adult Learning Performance and Development
Iowa State University 1992 — 1994
HSNE, Housing and Design
Southwestern Community College 1990 — 1992
AS, General
LifeSecure 2009 - Present
MetLife Investors April 2005 - December 2009
Transamerica 2004 - 2005
John Hancock Life Insurance Company (U.S.A.) 1999 - 2003
Skills
Long-term Care
Education
Duquesne University 1976 — 1981
Bachelor's Degree Pharmacy, Pharmacy
Ballentine Partners, LLC June 2012 - Present
Banco Santander June 2011 - June 2012
MFS Investment Management July 2010 - January 2011
Bedford Lending Corporation May 2007 - July 2010
MetLife Investors September 2008 - March 2009
Skills
Investments, Analysis, Private Equity, Competitive Analysis, Financial Analysis, Equities, Research, Data Analysis, Excel, Access, PowerPoint, Word, Market Analysis, Options, Equity Research, Capital Markets, Business Analysis, Writing, Equity Trading, Business Intelligence, Underwriting, Strategic Planning, Strategic Analysis
Education
Bentley University 2008 — 2011
Bachelor of Science, Finance
Rochester Institute of Technology 2006 — 2008
CHS
CHS
CHS
CHS
concord senior high school
Pacific Life October 2013 - Present
MetLife June 2010 - October 2013
MetLife Investors June 2007 - June 2010
Skills
Series 63, Series 6, Fixed Annuities, Retirement Planning, Retirement, Investments, Asset Allocation, Securities, Insurance, Variable Annuities
Education
Cedarville University 2003 — 2007
Bachelor of Arts (B.A.), Marketing
Aon Risk Services, Inc May 2008 - August 2009
Insurance Overload Staffing June 2007 - April 2008
Marsh, Inc February 2006 - May 2007
Aon Risk Services, Inc December 2001 - September 2005
MetLife Investors March 1990 - June 2001
Education
California State University-Los Angeles 1980 — 1982
ba, business
California State University
B.S, Business Administration
Los Angeles City College
A.A, Business Administration
Voya Financial October 2012 - Present
The Hartford November 2010 - October 2012
MetLife Investors July 2005 - November 2010
Travelers Life & Annuity 2003 - 2005
Skills
Series 6, Series 26, Wealth Management, Variable Annuities, Life Insurance, Alternative Investments, Management, Relationship Management
Education
Central Connecticut State University
Tunxis Community College
Gary Rome Kia and Gary Rome Hyundia May 2015 - Present
TCBY Avon Marketplace, TCBY Eric Town Sq, TCBY Wintonbury Mall June 2010 - Present
Insurance Marketing Corporation, LLC February 2010 - Present
MetLife Investors March 2007 - February 2010
MetLife Investors April 2006 - March 2007
Institutional Marketing Consultants October 2005 - April 2006
AXA Distributors, LLC August 2005 - October 2005
Skills
CRM, Management, Sales Operations, Training, Sales, New Business Development, Process Improvement, Analysis, Sales Management, Change Management, Coaching, Relationship Management, Life Insurance, Risk Management
Education
Broward Community College
4 year, Business
Plantation High School Plantation Florida and Fillmore High School Fillmore, New York
Highland Capital Management, L.P. August 2015 - Present
MFS Investment Management May 2011 - August 2015
Sentient Jet January 2010 - May 2011
MetLife Investors February 2008 - January 2010
Skills
Series 7, Series 6, Series 63, Sales Management, Direct Sales, CRM, Sales, Inside Sales, Salesforce.com, Sales Process, Sales Operations, Cold Calling, Selling, Lead Generation, SaaS, B2B, Product Marketing, New Business Development, Email Marketing
Education
Denison University 2002 — 2006
BA
Life Plans of New England/GBS March 2007 - Present
MetLife Investors February 2006 - March 2007
Advest, Inc. September 1999 - January 2006
Skills
Certified Financial..., Life Insurance, Long Term Care Insurance
Education
Central Connecticut State University 1987 — 1992
BS, Finance
Steadfast Companies 2011 - Present
KBS Capital Markets Group 2005 - 2011
MetLife Investors 2004 - 2005
Education
Boise State University
Cornell University
MetLife Investors October 2011 - Present
CDS Global August 2010 - October 2011
Skills
Call Center, BPO, Contact Centers, Customer Service, Technical Support, Lotus Notes, Troubleshooting, Windows 7, Outsourcing, Outlook, Customer Retention, XP, Mutual Funds, Fixed Annuities, Financial Services, Customer Satisfaction
Education
Iowa State University 2007 — 2009
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies, B
Des Moines Area Community College 2005 — 2007
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
MetLife Investors August 2005 - Present
Penn State University August 2005 - Present
Skills
Communicator, Organizational, Humanitarian, Organizational Structure, Corporate Finance
Education
Duquesne University 1998 — 2005
BS/BA & MBA, Business and Communications
Nationwide Financial April 2005 - Present
MetLife Investors March 2002 - April 2005
Education
California State University-Fresno
MetLife Investors April 2002 - December 2012
Education
Foothill College
MetLife Investors November 2011 - Present
MetLife August 2008 - November 2011
Skills
Leveraged Finance, Credit Analysis, Finance, Mezzanine, Loan Origination, Financial Modeling, Investments, Bloomberg, Middle Market, Financial Analysis, Valuation, Equities, Corporate Finance
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2008
Bachelor of Science (BS), Finance, General
Loyal Order of Moose Lodge 1388 June 2013 - Present
Sunset Office Holding LLC August 2012 - June 2013
Midwestern Securities Trading Company, LLC August 2011 - August 2012
Tosetti & Associates August 2010 - August 2012
MetLife Investors August 2008 - August 2010
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Retirement, Financial Analysis, Investment Advisory, Asset Allocation, Equities, Asset Managment, Banking, Estate Planning, Insurance, Mortgage Lending, Fixed Annuities, Financial Advisory, Securities
Education
Eastern Illinois University 2004 — 2008
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Lake Land College 2002 — 2004
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
Thomas/Jacks Wealth Management Woodbury Financial Services November 2011 - Present
MetLife Investors February 2010 - November 2011
Edward Jones September 2006 - February 2010
Skills
Series 7, Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Uniform Combined State..., IRAs, Wealth Management, Series 63, Investment Advisory, 401k Rollovers, Estate Planning, Wealth Accumulation, Strategic Financial..., Series 65, Series 6, Roth IRA, Variable Annuities, Asset Allocation, 401k, Investment Strategies, Finance
Education
Community College of the Air Force
Logistics, Materials, and Supply Chain Management
MetLife Investors March 2011 - September 2013
Wachovia/Wells Fargo August 2007 - July 2010
Cardinal Mortgage Corp January 2003 - July 2007
Peter Sharp & Co 1981 - 1983
Peter Sharp & Co 1981 - 1983
Peter Sharp & Co 1981 - 1983
Skills
Series 6, 63, Life and..., Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Wealth Preservation..., Licensed Life & Health..., Wealth Accumulation, College Funding..., Italian language, Retirement Planning
Education
Fordham University
MetLife Investors May 2008 - 2012
Skills
Insurance, Life Insurance, Retirement Planning, Series 63, Series 7, Mutual Funds, Disability Insurance, Term Life Insurance, IRAs, Investments, Long Term Care Insurance, Sales, 401k, Series 65, Marketing, Life & Health Insurance..., Property & Casualty..., Permanent Life Insurance, LUTCF, Field Training, Presentations, Buy-sell Agreements, Executive Benefit..., Consultation, Project Coordination, Insurance Wholesaling, Insurance Specialist
Education
CUNY York College
Bachelor's degree
Chase, Clarke, Stewart & Fontana Insurance November 2012 - Present
The Dapper Dog Spa September 2009 - June 2012
MetLife Investors March 2007 - September 2009
Skills
Insurance, Fixed Annuities, Commercial Insurance, Property & Casualty..., Marketing, General Insurance, Customer Service, Risk Management, Life Insurance, Small Business, Term Life Insurance
Education
Greenfield Community College 2012 — 2013
Oral Roberts University 1999 — 2003
Business Administration, Management and Operations
Union Bank (Formerly Santa Barbara Bank & Trust) December 2012 - April 2013
Santa Barbara Bank & Trust April 2008 - December 2012
Pacific Capital Bank January 2003 - April 2008
Royal Staffing Services 2001 - 2003
MetLife Investors 1997 - 2001
Prudential Financial 1992 - 1997
Prudential Financial 1989 - 1992
Prudential Financial 1987 - 1989
Skills
Access Database, Database Design, Report Writing, Reporting & Analysis, Databases, Technical Training, Program Management, Training, Access, Software Documentation, Human Resources, Visio, Testing, Loans, Risk Management, Business Analysis, Vendor Management, Disaster Recovery, Banking
Education
California State University-Northridge
Bachelor of Arts (B.A.), History
Grossmont College
Carey Financial, an affiliate of W.P. Carey, Inc. October 2008 - Present
MetLife Investors January 2001 - June 2005
Skills
Series 7, Alternative Investments, Investments, Asset Management, Series 24, Series 63, Series 65, ChFC
Education
Cal State Fullerton 1995 — 1998
Bachelor of Arts (B.A.), Financial Planning and Services
Don Lugo 1988 — 1992
Symetra October 2013 - October 2014
Pacific Life July 2006 - August 2013
MetLife Investors August 1999 - July 2006
Travelers 2000 - 2004
Skills
Sales, Outside Sales, Sales Management, Sales Process, International Sales, Sales Presentations, New Business Development, Leadership, Training, Sales Force Development, Management, Start-ups, Selling, Sales Operations, Marketing, Relationship Management, Financial Services, Investments, Retirement Planning, Life Insurance, Insurance, Mutual Funds
Education
Central Connecticut State University 1992 — 1996
Bachelor's degree, Communication, General
St Paul high
Coventry Health Care, an Aetna Company August 2013 - Present
Concentra November 2004 - June 2009
MetLife Investors June 2000 - September 2002
Skills
Customer Service, Team Building, Leadership, Public Speaking, Training, Program Management, Process Improvement, Analysis, Social Media, Microsoft Office
Education
Tennessee State University 1996 — 2000
Bachelor of Science (B.S.), Africana Studies
Hawkeye Community College 1994 — 1996
Associate of Arts (A.A.), General Studies
YP June 2010 - Present
Self Employed - Finance / Accounting July 2008 - September 2010
Village Lighthouse, Inc. January 2005 - July 2008
The Leukemia & Lymphoma Society April 2004 - October 2004
Jackson National Life Distributors April 2003 - April 2004
MetLife Investors July 1996 - September 2001
Northrop Grumman Corporation September 1993 - July 1996
Education
University of San Diego 1991 — 1993
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Arizona State University 1983 — 1988
Bachelor's Degree, Accounting and Business/Management
MetLife Investors November 2007 - Present
Genworth November 2006 - November 2007
Midland National Life Insurance Company March 2001 - November 2006
Skills
Insurance, Mutual Funds, Retirement Planning, Life Insurance, Retirement, Series 63, Fixed Annuities, Investments, Sales, Wealth Management, Series 6, Series 7, Financial Services, 401k, Variable Annuities
Education
Buena Vista University
William Penn University
Bachelor's Degree
panorama high school