MetLife Investors
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MetLife Investors Employees
Employee
Years
Job
Industry
Larkin Blackwell Larkin Blackwell's MetLife Investors Experience August 2013 - Present
Job MetLife Annuity Internal Wholesaler
Industry Insurance
Experience
MetLife Investors August 2013 - Present
Congressman Mick Mulvaney's office May 2012 - July 2012
Founders Federal Credit Union May 2011 - August 2011
Blackwell Trimnal Reeves and Myers May 2009 - August 2011
North Elementary Summer Program August 2007 - May 2009
Education
Presbyterian College 2009 — 2013
Presbyterian College
Bachelor of Science, Business Administration; Business Management
MetLife Investors August 2013 - Present
Congressman Mick Mulvaney's office May 2012 - July 2012
Founders Federal Credit Union May 2011 - August 2011
Blackwell Trimnal Reeves and Myers May 2009 - August 2011
North Elementary Summer Program August 2007 - May 2009
Education
Presbyterian College 2009 — 2013
Presbyterian College
Bachelor of Science, Business Administration; Business Management
Teresa Bippen's MetLife Investors Experience July 1994 - Present
Job Senior Consultant at MetLife Investors
Industry Financial Services
Experience
MetLife Investors July 1994 - Present
Friends of Sound Horses (FOSH) November 2012 - Present
Skills
Retirement Planning, Retirement, Executive Pay, Succession Planning, Insurance, Life Insurance, Universal Life, Financial Planners, Equine Welfare, Nonprofit Leadership, Financial Advisory, Nonprofits, Wealth, Strategic Financial..., Public Speaking, Strategic Planning, Customer Service, Financial Services, Investment Advisory, Securities, Financial Planning, Fixed Annuities, Mutual Funds, Team Building, Small Business
Education
St Louis University School of Business 1991 — 1995
Master of Business Administration (MBA)
Saint Louis University School of Law 1985 — 1988
Doctor of Law (J.D.), Taxation
MetLife Investors July 1994 - Present
Friends of Sound Horses (FOSH) November 2012 - Present
Skills
Retirement Planning, Retirement, Executive Pay, Succession Planning, Insurance, Life Insurance, Universal Life, Financial Planners, Equine Welfare, Nonprofit Leadership, Financial Advisory, Nonprofits, Wealth, Strategic Financial..., Public Speaking, Strategic Planning, Customer Service, Financial Services, Investment Advisory, Securities, Financial Planning, Fixed Annuities, Mutual Funds, Team Building, Small Business
Education
St Louis University School of Business 1991 — 1995
Master of Business Administration (MBA)
Saint Louis University School of Law 1985 — 1988
Doctor of Law (J.D.), Taxation
Valerie Stevenson Valerie Stevenson's MetLife Investors Experience June 2004 - September 2004
Job Loan Administration Manager, Wells Fargo Home Mortgage
Industry Capital Markets
Experience
Wells Fargo Home Mortgage February 2013 - Present
Wells Fargo Home Mortgage June 2012 - January 2013
Wells Fargo Home Mortgage March 2010 - June 2012
Wells Fargo Home Mortgage August 2006 - March 2010
Wells Fargo Home Equity March 2005 - August 2006
Express Personnel October 2004 - March 2005
MetLife Investors June 2004 - September 2004
Commercial Federal Bank October 2003 - June 2004
Skills
Leadership, Loans, Management, Microsoft Excel, Microsoft Office, Outlook, Process Improvement, Risk Management, Team Building, Business Analysis, Coaching, Community Outreach, Customer Service, Sales, Tax Accounting
Education
University of Phoenix 2007 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Iowa State University 1999 — 2004
Bachelor's degree, Business Administration and Management, General
Wells Fargo Home Mortgage February 2013 - Present
Wells Fargo Home Mortgage June 2012 - January 2013
Wells Fargo Home Mortgage March 2010 - June 2012
Wells Fargo Home Mortgage August 2006 - March 2010
Wells Fargo Home Equity March 2005 - August 2006
Express Personnel October 2004 - March 2005
MetLife Investors June 2004 - September 2004
Commercial Federal Bank October 2003 - June 2004
Skills
Leadership, Loans, Management, Microsoft Excel, Microsoft Office, Outlook, Process Improvement, Risk Management, Team Building, Business Analysis, Coaching, Community Outreach, Customer Service, Sales, Tax Accounting
Education
University of Phoenix 2007 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Iowa State University 1999 — 2004
Bachelor's degree, Business Administration and Management, General
Thomas J. Russell Thomas J. Russell's MetLife Investors Experience January 2004 - Present
Job Regional Sales Vice President at MetLife Investors; External Wholesaler
Industry Financial Services
Experience
MetLife Investors January 2004 - Present
Travelers Life & Annuity July 1999 - December 2003
Van Kampen Funds January 1997 - June 1999
Skills
Variable Annuities, Fixed Annuities, Mutual Funds, Retirement Planning, Fixed Income Strategies, Series 7, Series 6, Retirement, Wealth Management, Series 63, Financial Advisory, 401k, Life Insurance
Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA)
MetLife Investors January 2004 - Present
Travelers Life & Annuity July 1999 - December 2003
Van Kampen Funds January 1997 - June 1999
Skills
Variable Annuities, Fixed Annuities, Mutual Funds, Retirement Planning, Fixed Income Strategies, Series 7, Series 6, Retirement, Wealth Management, Series 63, Financial Advisory, 401k, Life Insurance
Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA)
Jessica Patterson's MetLife Investors Experience July 2003 - May 2006
Job Revenue Analyst at Hard Rock Hotel
Industry Hospitality
Experience
Hard Rock Hotel December 2011 - Present
The Venetian I The Palazzo, Resort Hotel & Casino I Las Vegas Sands Corp. September 2007 - December 2011
MetLife Investors July 2003 - May 2006
Allstate January 1998 - June 2002
Skills
Hotels, AS400 system, Revenue, Inventory Analysis, Microsoft Excel, 10 Key, Partner Management, Customer Service, Accounting, Hospitality, Hospitality Industry, Hospitality Management, Hotel Management, Resorts, Revenue Analysis, Tourism
Education
Riverside City College 1993 — 1993
Associate's degree, General Studies
Hard Rock Hotel December 2011 - Present
The Venetian I The Palazzo, Resort Hotel & Casino I Las Vegas Sands Corp. September 2007 - December 2011
MetLife Investors July 2003 - May 2006
Allstate January 1998 - June 2002
Skills
Hotels, AS400 system, Revenue, Inventory Analysis, Microsoft Excel, 10 Key, Partner Management, Customer Service, Accounting, Hospitality, Hospitality Industry, Hospitality Management, Hotel Management, Resorts, Revenue Analysis, Tourism
Education
Riverside City College 1993 — 1993
Associate's degree, General Studies
Briget Nelson, CMM, CMP Briget Nelson, CMM, CMP's MetLife Investors Experience January 2000 - October 2005
Job Director of Sales at RMC
Industry Events Services
Experience
RMC August 2014 - Present
2014 FIFA World Cup Volunteer June 2014 - Present
NFP Insurance Services, Inc. October 2005 - June 2014
MetLife Investors January 2000 - October 2005
Equitable Distributors February 2000 - December 2000
Signator Financial Network/John Hancock FInancial Services 1998 - 2000
Skills
Meeting Planning, Series 6, Series 63, Certified Meeting..., Certified Meeting..., Corporate Events, Event Planning, Event Management, Public Relations, Marketing, Incentives, Resorts, Budgets, Marketing Communications, Contract Negotiation, Marketing Strategy, Social Media Marketing, Management, Leadership, Customer Service, Sales, Strategic Planning, Revenue Analysis
Education
San Diego State University-California State University
RMC August 2014 - Present
2014 FIFA World Cup Volunteer June 2014 - Present
NFP Insurance Services, Inc. October 2005 - June 2014
MetLife Investors January 2000 - October 2005
Equitable Distributors February 2000 - December 2000
Signator Financial Network/John Hancock FInancial Services 1998 - 2000
Skills
Meeting Planning, Series 6, Series 63, Certified Meeting..., Certified Meeting..., Corporate Events, Event Planning, Event Management, Public Relations, Marketing, Incentives, Resorts, Budgets, Marketing Communications, Contract Negotiation, Marketing Strategy, Social Media Marketing, Management, Leadership, Customer Service, Sales, Strategic Planning, Revenue Analysis
Education
San Diego State University-California State University
Ronit Mohabber Ronit Mohabber's MetLife Investors Experience 1999 - 2001
Job Data Analyst at TransAmerica Retirement Solutions
Industry Financial Services
Experience
TransAmerica Retirement Solutions July 2012 - Present
The Senex Group September 2010 - July 2012
Buck Consultants October 2002 - August 2010
MetLife Investors 1999 - 2001
Skills
Mathematical Analysis, Highly Analytical, MS Excel, Microsoft Excel, Defined Benefit, Pensions, Analytical Skills
Education
Sharif University of Technology
Bachelor of Science, Applied Mathematics
TransAmerica Retirement Solutions July 2012 - Present
The Senex Group September 2010 - July 2012
Buck Consultants October 2002 - August 2010
MetLife Investors 1999 - 2001
Skills
Mathematical Analysis, Highly Analytical, MS Excel, Microsoft Excel, Defined Benefit, Pensions, Analytical Skills
Education
Sharif University of Technology
Bachelor of Science, Applied Mathematics
Ed Millington Ed Millington's MetLife Investors Experience October 2003 - September 2013
Job Regional Director, Michigan and Indiana at SEI
Industry Financial Services
Experience
SEI January 2015 - Present
SunAmerica Retirement Markets September 2013 - August 2014
MetLife Investors October 2003 - September 2013
Transamerica 2000 - 2003
Education
Olivet College 1992 — 1996
Bachelor's degree, Business Administration and Management, General
SEI January 2015 - Present
SunAmerica Retirement Markets September 2013 - August 2014
MetLife Investors October 2003 - September 2013
Transamerica 2000 - 2003
Education
Olivet College 1992 — 1996
Bachelor's degree, Business Administration and Management, General
Joseph Campagna Joseph Campagna's MetLife Investors Experience June 2013 - April 2015
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
MetLife Investors June 2013 - April 2015
MetLife Investors October 2012 - June 2013
Western Illinois University January 2011 - October 2012
Skills
Tech Savy, Problem Solving, Relationship Management, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, Life & Health Insurance..., Series 6, Series 63
Education
Western Illinois University 2011 — 2012
Master of Science (M.S.), Sport Management
Lake Forest College 2006 — 2010
Bachelor of Arts (BA), Biology
TIAA-CREF May 2015 - Present
MetLife Investors June 2013 - April 2015
MetLife Investors October 2012 - June 2013
Western Illinois University January 2011 - October 2012
Skills
Tech Savy, Problem Solving, Relationship Management, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, Life & Health Insurance..., Series 6, Series 63
Education
Western Illinois University 2011 — 2012
Master of Science (M.S.), Sport Management
Lake Forest College 2006 — 2010
Bachelor of Arts (BA), Biology
Goolsby Darryl Goolsby Darryl's MetLife Investors Experience November 2006 - February 2008
Job Investment Portfolio Coach & Retirement Planning Expert
Industry Financial Services
Experience
VALIC Sr. Retirement SpecialistVALICJune 2013 - Present
VALIC March 2012 - June 2013
VALIC June 2009 - March 2012
MetLife Investors November 2006 - February 2008
Chase July 2005 - October 2006
Invesco US April 2003 - July 2005
Skills
Mutual Funds, Wealth Management, Retirement, Retirement Planning, Series 7, Technical Analysis, Curriculum Development, Model Portfolios, Analytics, Employee Benefits, ERISA, Risk Analysis, Relationship Management, Idea Generation, Critical Thinking, New Program Development, Employee Training, Client Relations Skills, Presentations, Public Speaking, Team Leadership, Microsoft Office, General Insurance, Investment Advisory, Strategic Financial..., Investments, Asset Allocation, Fixed Annuities, Series 63, IRAs, Financial Services, Finance, 401k, Series 6, Uniform Combined State..., 401k Rollovers, Retirement Plan..., Series 65, Portfolio Management, Financial Planning
Education
Oklahoma Christian University 2014 — 2016
Master of Business Administration (M.B.A.), Financial Planning and Services
Prairie View A&M University 1999 — 2001
Bachelor's Degree, Marketing/Marketing Management, General
McNeese State University 1997 — 1999
Accounting and Finance
Central Sr High 1993 — 1997
VALIC Sr. Retirement SpecialistVALICJune 2013 - Present
VALIC March 2012 - June 2013
VALIC June 2009 - March 2012
MetLife Investors November 2006 - February 2008
Chase July 2005 - October 2006
Invesco US April 2003 - July 2005
Skills
Mutual Funds, Wealth Management, Retirement, Retirement Planning, Series 7, Technical Analysis, Curriculum Development, Model Portfolios, Analytics, Employee Benefits, ERISA, Risk Analysis, Relationship Management, Idea Generation, Critical Thinking, New Program Development, Employee Training, Client Relations Skills, Presentations, Public Speaking, Team Leadership, Microsoft Office, General Insurance, Investment Advisory, Strategic Financial..., Investments, Asset Allocation, Fixed Annuities, Series 63, IRAs, Financial Services, Finance, 401k, Series 6, Uniform Combined State..., 401k Rollovers, Retirement Plan..., Series 65, Portfolio Management, Financial Planning
Education
Oklahoma Christian University 2014 — 2016
Master of Business Administration (M.B.A.), Financial Planning and Services
Prairie View A&M University 1999 — 2001
Bachelor's Degree, Marketing/Marketing Management, General
McNeese State University 1997 — 1999
Accounting and Finance
Central Sr High 1993 — 1997
Kristin Hyde Kristin Hyde's MetLife Investors Experience May 2001 - June 2009
Job Digital Marketing Manager at Carrier Enterprise
Industry Marketing and Advertising
Experience
Carrier Enterprise 2015 - Present
Carrier Enterprise (Northeast) May 2014 - Present
spendLO August 2011 - December 2013
Document Nation, LLC July 2009 - October 2010
MetLife Investors May 2001 - June 2009
Skills
Leadership Development, Marketing, Recruiting, Marketing Strategy, Social Media Marketing, Wellness, Financial Services, Sarcasm, Lead Generation, Entrepreneurship, Direct Marketing, Graphic Design, Multi-channel Marketing, Strategy, Online Marketing, Product Marketing, Customer Retention, Google Analytics, SEO, Advertising, E-commerce, PPC, Mobile Applications, Strategic Partnerships, Mobile Devices, Business Development, Social Networking, Email Marketing, Start-ups, Social Media, Digital Marketing, Creative Direction, Corporate Branding, SEM, Digital Strategy, Brand Development, Integrated Marketing, Mobile Marketing, Digital Media, CRM, Copywriting, Analytics, Marketing Communications, Web Analytics, Online Advertising, Web Marketing, User Experience, Salesforce.com, Google Adwords, Website Development
Education
SUNY IT
Master of Science (MS), Information Design
Trinity College-Hartford
BA, Psychology
Carrier Enterprise 2015 - Present
Carrier Enterprise (Northeast) May 2014 - Present
spendLO August 2011 - December 2013
Document Nation, LLC July 2009 - October 2010
MetLife Investors May 2001 - June 2009
Skills
Leadership Development, Marketing, Recruiting, Marketing Strategy, Social Media Marketing, Wellness, Financial Services, Sarcasm, Lead Generation, Entrepreneurship, Direct Marketing, Graphic Design, Multi-channel Marketing, Strategy, Online Marketing, Product Marketing, Customer Retention, Google Analytics, SEO, Advertising, E-commerce, PPC, Mobile Applications, Strategic Partnerships, Mobile Devices, Business Development, Social Networking, Email Marketing, Start-ups, Social Media, Digital Marketing, Creative Direction, Corporate Branding, SEM, Digital Strategy, Brand Development, Integrated Marketing, Mobile Marketing, Digital Media, CRM, Copywriting, Analytics, Marketing Communications, Web Analytics, Online Advertising, Web Marketing, User Experience, Salesforce.com, Google Adwords, Website Development
Education
SUNY IT
Master of Science (MS), Information Design
Trinity College-Hartford
BA, Psychology
Jason McMurtry, MBA Jason McMurtry, MBA's MetLife Investors Experience 2000 - 2002
Job Regional Vice President
Industry Financial Services
Experience
Real Estate Investment Trust September 2011 - Present
Berkeley Capital Securities, LLC November 2007 - September 2011
Grubb & Ellis 2005 - 2007
ING 2004 - 2005
MetLife Investors 2000 - 2002
Skills
Series 63, Series 7, Alternative Investments, Mutual Funds, Investments, Series 6, Fixed Annuities, Securities, Asset Managment, Financial Advisory, Investment Advisory, 401k, Wealth Management, Series 24, FINRA
Education
South University 2007 — 2010
MBA, Finance
University of California, Santa Barbara 1994 — 1996
BA, Philosophy
Real Estate Investment Trust September 2011 - Present
Berkeley Capital Securities, LLC November 2007 - September 2011
Grubb & Ellis 2005 - 2007
ING 2004 - 2005
MetLife Investors 2000 - 2002
Skills
Series 63, Series 7, Alternative Investments, Mutual Funds, Investments, Series 6, Fixed Annuities, Securities, Asset Managment, Financial Advisory, Investment Advisory, 401k, Wealth Management, Series 24, FINRA
Education
South University 2007 — 2010
MBA, Finance
University of California, Santa Barbara 1994 — 1996
BA, Philosophy
Sam Ascher's MetLife Investors Experience May 2008 - May 2009
Job Product Developer/Project Manager
Industry Consumer Goods
Experience
Ascher Studio Inc. July 2009 - Present
MetLife Investors May 2008 - May 2009
Ascher Studio Inc. June 2007 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets
Education
Tulane University 2003 — 2007
Bachelor of Arts (B.A.), History
Scarsdale High School 2001 — 2003
Ascher Studio Inc. July 2009 - Present
MetLife Investors May 2008 - May 2009
Ascher Studio Inc. June 2007 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets
Education
Tulane University 2003 — 2007
Bachelor of Arts (B.A.), History
Scarsdale High School 2001 — 2003
Robert Cambra Robert Cambra's MetLife Investors Experience November 2010 - February 2011
Job Controller at Woody's Enterprises, Ltd.
Industry Retail
Experience
Woody's Enterprises, Ltd. September 2013 - Present
Arizona Department of Transportation May 2012 - April 2013
Randstad Financial October 2011 - May 2012
MetLife Investors November 2010 - February 2011
Primerica November 2009 - November 2010
National Government Services May 1985 - August 2009
Skills
Government Contracting, Federal Government..., Financial Analysis, Project Accounting, Procurement Contracts, Operational Analysis, Microsoft Excel, Microsoft Word
Education
Le Moyne College
Bachelor's Degree, Accounting
Woody's Enterprises, Ltd. September 2013 - Present
Arizona Department of Transportation May 2012 - April 2013
Randstad Financial October 2011 - May 2012
MetLife Investors November 2010 - February 2011
Primerica November 2009 - November 2010
National Government Services May 1985 - August 2009
Skills
Government Contracting, Federal Government..., Financial Analysis, Project Accounting, Procurement Contracts, Operational Analysis, Microsoft Excel, Microsoft Word
Education
Le Moyne College
Bachelor's Degree, Accounting
Heston Clark Heston Clark's MetLife Investors Experience 2007 - 2008
Job Technical Lead at Athene USA
Industry Financial Services
Experience
Athene USA 2014 - Present
Wellmark Blue Cross and Blue Shield 2014 - 2014
Wellmark Blue Cross Blue Shield 2012 - 2014
Wellmark Blue Cross Blue Shield 2011 - 2012
Principal Financial Group 2008 - 2011
MetLife Investors 2007 - 2008
MetLife Investors 2006 - 2007
Skills
Finance, VBA, Microsoft Excel, SQL, Analysis, Systems Analysis, HTML, VB.NET, Business Process, PL/SQL, Financial Systems, Software Development..., Java, JavaScript, CSS, Bloomberg Terminal, Eclipse, JGrasp, Visual Studio, Fund Accounting, Accounting, COBOL, C#, SQL Server Management..., Android Development, Databases, C++, Investments, Bonds, Equities, Mutual Funds, Oracle SQL Developer, Process Improvement, Smartstream, PAM for Securities, Derivatives, Operating Systems, Algorithms, SunGard Enterprise..., Technology Integration, Software Implementation
Education
Iowa State University - College of Business 2002 — 2006
B.S., Accounting, Finance
Des Moines Area Community College
A.S., Managment Information Systems
University of Illinois Springfield
B.S., Computer Science
Athene USA 2014 - Present
Wellmark Blue Cross and Blue Shield 2014 - 2014
Wellmark Blue Cross Blue Shield 2012 - 2014
Wellmark Blue Cross Blue Shield 2011 - 2012
Principal Financial Group 2008 - 2011
MetLife Investors 2007 - 2008
MetLife Investors 2006 - 2007
Skills
Finance, VBA, Microsoft Excel, SQL, Analysis, Systems Analysis, HTML, VB.NET, Business Process, PL/SQL, Financial Systems, Software Development..., Java, JavaScript, CSS, Bloomberg Terminal, Eclipse, JGrasp, Visual Studio, Fund Accounting, Accounting, COBOL, C#, SQL Server Management..., Android Development, Databases, C++, Investments, Bonds, Equities, Mutual Funds, Oracle SQL Developer, Process Improvement, Smartstream, PAM for Securities, Derivatives, Operating Systems, Algorithms, SunGard Enterprise..., Technology Integration, Software Implementation
Education
Iowa State University - College of Business 2002 — 2006
B.S., Accounting, Finance
Des Moines Area Community College
A.S., Managment Information Systems
University of Illinois Springfield
B.S., Computer Science
Benjamin Chiang Benjamin Chiang's MetLife Investors Experience July 2006 - October 2010
Job Financial Advisor at American Airlines
Industry Financial Services
Experience
American Airlines Federal Credit Union June 2014 - Present
Fidelity Investments March 2012 - June 2014
Merrill Lynch October 2010 - June 2012
MetLife Investors July 2006 - October 2010
Skills
Retirement Planning, Wealth Management, Portfolio Analysis, Management, Series 7, Series 63, Portfolio Management, Strategy, Securities, Retirement, Alternative Investments, Mutual Funds, Investments, Life Insurance, Finance, Series 6, Sales, Wealth, CRM, Uniform Combined State..., Financial Services, Financial Advisory, Asset Allocation, Variable Annuities, Fixed Annuities, Relationship Management, 401k Rollovers, Series 65, Investment Management, Series 24, Equities, Estate Planning, 401k, Strategic Financial..., Analysis, FINRA, Investment Strategies, Financial Analysis, Bonds, Investment Advisory, Fixed Income, Asset Management, Capital Markets, Wealth Management..., Options, Insurance, Hedge Funds, Financial Planning, Bloomberg, Financial Modeling
Education
University of California, Irvine
B.A., Economics
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
American Airlines Federal Credit Union June 2014 - Present
Fidelity Investments March 2012 - June 2014
Merrill Lynch October 2010 - June 2012
MetLife Investors July 2006 - October 2010
Skills
Retirement Planning, Wealth Management, Portfolio Analysis, Management, Series 7, Series 63, Portfolio Management, Strategy, Securities, Retirement, Alternative Investments, Mutual Funds, Investments, Life Insurance, Finance, Series 6, Sales, Wealth, CRM, Uniform Combined State..., Financial Services, Financial Advisory, Asset Allocation, Variable Annuities, Fixed Annuities, Relationship Management, 401k Rollovers, Series 65, Investment Management, Series 24, Equities, Estate Planning, 401k, Strategic Financial..., Analysis, FINRA, Investment Strategies, Financial Analysis, Bonds, Investment Advisory, Fixed Income, Asset Management, Capital Markets, Wealth Management..., Options, Insurance, Hedge Funds, Financial Planning, Bloomberg, Financial Modeling
Education
University of California, Irvine
B.A., Economics
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
Nicholas Generale Nicholas Generale's MetLife Investors Experience August 2009 - January 2014
Job Internal Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management July 2014 - Present
MetLife Investors August 2009 - January 2014
MetLife Investors June 2009 - August 2009
Education
Penn State University 2005 — 2009
Bachelor of Science, Finance
Morgan Stanley Investment Management July 2014 - Present
MetLife Investors August 2009 - January 2014
MetLife Investors June 2009 - August 2009
Education
Penn State University 2005 — 2009
Bachelor of Science, Finance
Amanda Rasmussen's MetLife Investors Experience November 2001 - June 2013
Job Director Sales Training and Development at MetLife
Industry Financial Services
Experience
MetLife November 2014 - Present
MetLife June 2013 - October 2014
MetLife Investors November 2001 - June 2013
The MONY Group December 2000 - March 2001
American Express July 2000 - November 2000
Skills
Series 7, Series 63, Washington State Life..., Learning Management..., Articulate Studio, Microsoft Office, Leaderguide Pro, Faciliation of..., Facilitation of Social..., Project Management, Instructional Design, E-Learning, Web Development, Adult Learning..., Vendor Management, Project Planning
Education
Villanova University 2011 — 2012
Master Certificate, Applied Project Management
Michigan State University 1995 — 1999
Bachelor of Arts (BA), Business Finance
MetLife November 2014 - Present
MetLife June 2013 - October 2014
MetLife Investors November 2001 - June 2013
The MONY Group December 2000 - March 2001
American Express July 2000 - November 2000
Skills
Series 7, Series 63, Washington State Life..., Learning Management..., Articulate Studio, Microsoft Office, Leaderguide Pro, Faciliation of..., Facilitation of Social..., Project Management, Instructional Design, E-Learning, Web Development, Adult Learning..., Vendor Management, Project Planning
Education
Villanova University 2011 — 2012
Master Certificate, Applied Project Management
Michigan State University 1995 — 1999
Bachelor of Arts (BA), Business Finance
Cissi Leinonen's MetLife Investors Experience December 2008 - December 2012
Job Senior Mortgage Loan Officer at Inland Home Mortgage Company, LLC
Industry Financial Services
Experience
Inland Home Mortgage Company, LLC April 2015 - Present
Frost Mortgage Banking Group June 2013 - March 2015
Cross Country Mortgage January 2013 - June 2013
MetLife Investors December 2008 - December 2012
Allied Home Mortgage May 2006 - December 2008
Regent Financial Group 2004 - 2006
MCI/Worldcom August 1995 - May 2004
Skills
Residential Services, Real Estate, FHA, Financial Services, Loans, Selling, First Time Home Buyers, USDA, Mortgage Banking, Refinance, Investment Properties, Investments, Underwriting, Credit, Management, Mortgage Lending
Education
Blackhawk Community College
Business Administration and Management, General
St. Ambrose University
Business Administration and Management, General
University of Alaska Anchorage
Social Work
Inland Home Mortgage Company, LLC April 2015 - Present
Frost Mortgage Banking Group June 2013 - March 2015
Cross Country Mortgage January 2013 - June 2013
MetLife Investors December 2008 - December 2012
Allied Home Mortgage May 2006 - December 2008
Regent Financial Group 2004 - 2006
MCI/Worldcom August 1995 - May 2004
Skills
Residential Services, Real Estate, FHA, Financial Services, Loans, Selling, First Time Home Buyers, USDA, Mortgage Banking, Refinance, Investment Properties, Investments, Underwriting, Credit, Management, Mortgage Lending
Education
Blackhawk Community College
Business Administration and Management, General
St. Ambrose University
Business Administration and Management, General
University of Alaska Anchorage
Social Work
Jackson Langford Jackson Langford's MetLife Investors Experience June 2008 - May 2014
Job Regional Marketing Director, Lincoln Financial Distributors
Industry Financial Services
Experience
MetLife Investors June 2008 - May 2014
Jackson National Life January 2002 - May 2008
American Skandia June 1998 - August 2003
Sierra Capital Management March 1996 - July 1997
The Pilgrim Group of Funds May 1994 - June 1995
LaSalle National Bank January 1992 - April 1994
Skills
Sales, Series 7, ETFs, Mutual Funds, Variable Annuities, Fixed Annuities, Retirement Planning, Long-term Care, Finance, Marketing Strategy, Investments, Term Life Insurance, Insurance, Financial Services, Asset Allocation, Business Development, Microsoft Excel, Leadership, Microsoft Office, Wealth Management
Education
The University of Georgia 1978 — 1983
BA, Economics
MetLife Investors June 2008 - May 2014
Jackson National Life January 2002 - May 2008
American Skandia June 1998 - August 2003
Sierra Capital Management March 1996 - July 1997
The Pilgrim Group of Funds May 1994 - June 1995
LaSalle National Bank January 1992 - April 1994
Skills
Sales, Series 7, ETFs, Mutual Funds, Variable Annuities, Fixed Annuities, Retirement Planning, Long-term Care, Finance, Marketing Strategy, Investments, Term Life Insurance, Insurance, Financial Services, Asset Allocation, Business Development, Microsoft Excel, Leadership, Microsoft Office, Wealth Management
Education
The University of Georgia 1978 — 1983
BA, Economics
Cidney (Shidoni) Corpuz's MetLife Investors Experience January 2010 - August 2010
Job Premier Yoga Instructor/ Therapist at purpleyoga.org
Industry Health, Wellness and Fitness
Experience
BUSHIDONI.com January 2013 - Present
purpleyogastudio.com January 2013 - Present
Compass Group North America January 2011 - January 2012
Beckman Coulter January 2010 - August 2010
Yum! Restaurants International January 2010 - August 2010
Ingram Micro January 2010 - August 2010
Experian January 2010 - August 2010
MetLife Investors January 2010 - August 2010
Bank of America January 2010 - August 2010
Blizzard Entertainment 2007 - August 2010
Skills
Retail, Merchandising, Restaurants, Yoga, Cpr Certified, AED, First Aid, Apparel, Risk Management, Customer Service, Quality Assurance, Strategic Planning, Email Marketing, Sales, Facebook, Social Media, Brand Development, Food, Microsoft Excel, Cross-functional Team..., Management, Microsoft Office, Training
Education
University of California, San Diego 2014 — 2014
MBSR: Mindfulness-Based Stress Reduction
University of Phoenix 1999 — 2001
Bachelor of Science, Business Management
San Diego State University-California State University 1996 — 1999
Business Prerequisites
Purple Yoga Studios
RYT 200, Yoga Teacher Training/Yoga Therapy
Yoga Works
BUSHIDONI.com January 2013 - Present
purpleyogastudio.com January 2013 - Present
Compass Group North America January 2011 - January 2012
Beckman Coulter January 2010 - August 2010
Yum! Restaurants International January 2010 - August 2010
Ingram Micro January 2010 - August 2010
Experian January 2010 - August 2010
MetLife Investors January 2010 - August 2010
Bank of America January 2010 - August 2010
Blizzard Entertainment 2007 - August 2010
Skills
Retail, Merchandising, Restaurants, Yoga, Cpr Certified, AED, First Aid, Apparel, Risk Management, Customer Service, Quality Assurance, Strategic Planning, Email Marketing, Sales, Facebook, Social Media, Brand Development, Food, Microsoft Excel, Cross-functional Team..., Management, Microsoft Office, Training
Education
University of California, San Diego 2014 — 2014
MBSR: Mindfulness-Based Stress Reduction
University of Phoenix 1999 — 2001
Bachelor of Science, Business Management
San Diego State University-California State University 1996 — 1999
Business Prerequisites
Purple Yoga Studios
RYT 200, Yoga Teacher Training/Yoga Therapy
Yoga Works
Carolyn Boccaccio Carolyn Boccaccio's MetLife Investors Experience May 2004 - January 2007
Job Vice President, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2013 - Present
OppenheimerFunds September 2010 - February 2013
ING January 2008 - October 2008
The Hartford/Planco February 2007 - January 2008
MetLife Investors May 2004 - January 2007
Travelers Life & Annuity January 2002 - May 2004
Skills
Fixed Income, Retirement Planning, Marketing, Financial Markets, Sales, Series 7, Series 63, Mutual Funds, Investments, Finance, Asset Allocation, Securities, Alternative Investments, Retirement, 401k, Asset Management
Education
Rutgers University-New Brunswick 1995 — 2000
Bachelors, History, Minor, Political Science
OppenheimerFunds February 2013 - Present
OppenheimerFunds September 2010 - February 2013
ING January 2008 - October 2008
The Hartford/Planco February 2007 - January 2008
MetLife Investors May 2004 - January 2007
Travelers Life & Annuity January 2002 - May 2004
Skills
Fixed Income, Retirement Planning, Marketing, Financial Markets, Sales, Series 7, Series 63, Mutual Funds, Investments, Finance, Asset Allocation, Securities, Alternative Investments, Retirement, 401k, Asset Management
Education
Rutgers University-New Brunswick 1995 — 2000
Bachelors, History, Minor, Political Science
Tammy Sontich Tammy Sontich's MetLife Investors Experience August 2007 - February 2009
Job Administrative Assistant at Sikich
Industry Accounting
Experience
Sikich February 2009 - Present
MetLife Investors August 2007 - February 2009
Union Federal Savings February 1987 - January 1989
Skills
Accounts Receivable, Outlook, Data Entry, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, General Ledger, Customer Service, Adobe Acrobat, Financial Statements, Event Planning, Teamwork, Training
Education
Lansing Community College 1984 — 1986
Associates Degree, Business Administration, Management and Operations, 3.8/4.0
Sikich February 2009 - Present
MetLife Investors August 2007 - February 2009
Union Federal Savings February 1987 - January 1989
Skills
Accounts Receivable, Outlook, Data Entry, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, General Ledger, Customer Service, Adobe Acrobat, Financial Statements, Event Planning, Teamwork, Training
Education
Lansing Community College 1984 — 1986
Associates Degree, Business Administration, Management and Operations, 3.8/4.0
Melinda Cindric Melinda Cindric's MetLife Investors Experience January 1998 - January 2002
Job Accounting Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2003 - Present
MetLife Investors January 1998 - January 2002
Skills
General Ledger, Financial Analysis, Financial Reporting, Account Reconciliation, Accounting, Accounts Payable, Cash Management, Accruals, Variance Analysis, Financial Modeling, Internal Controls, Microsoft Excel
Education
The University of Virginia's College at Wise 1986 — 1991
Bachelor of Science (BS), Elementary Education and Teaching
BNY Mellon June 2003 - Present
MetLife Investors January 1998 - January 2002
Skills
General Ledger, Financial Analysis, Financial Reporting, Account Reconciliation, Accounting, Accounts Payable, Cash Management, Accruals, Variance Analysis, Financial Modeling, Internal Controls, Microsoft Excel
Education
The University of Virginia's College at Wise 1986 — 1991
Bachelor of Science (BS), Elementary Education and Teaching
George Loures George Loures's MetLife Investors Experience January 2000 - June 2010
Job Regional Sales Director at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners September 2014 - Present
SunAmerica July 2010 - September 2014
MetLife Investors January 2000 - June 2010
Metlife 2000 - 2010
Travelers Life & Annuity January 2000 - January 2004
Morgan Stanley Smith Barney November 1997 - January 2000
Walt Disney World 1989 - 1989
Skills
Fixed Annuities, 401k, Series 63, Mutual Funds, Investments, Insurance, Securities, Sales Operations, Finance, Investment Strategies, Retirement Planning, Variable Annuities, Series 7
Education
New York Institute of Technology 1988 — 1991
New York Institute of Technology 1988 — 1991
Business
Franklin Square Capital Partners September 2014 - Present
SunAmerica July 2010 - September 2014
MetLife Investors January 2000 - June 2010
Metlife 2000 - 2010
Travelers Life & Annuity January 2000 - January 2004
Morgan Stanley Smith Barney November 1997 - January 2000
Walt Disney World 1989 - 1989
Skills
Fixed Annuities, 401k, Series 63, Mutual Funds, Investments, Insurance, Securities, Sales Operations, Finance, Investment Strategies, Retirement Planning, Variable Annuities, Series 7
Education
New York Institute of Technology 1988 — 1991
New York Institute of Technology 1988 — 1991
Business
Colleen Belcher Colleen Belcher's MetLife Investors Experience December 2010 - October 2013
Job Insurance Sales
Industry Investment Management
Experience
American Senior Benefits January 2015 - Present
American Senior Benefits January 2015 - Present
Modern-Wealth, LLC September 2013 - January 2015
MetLife Investors December 2010 - October 2013
Wagner Realty January 2006 - October 2010
ReMax Partners Real Estate December 1992 - December 2005
Skills
Retirement Planning, Investments, Insurance, Fixed Annuities, Strategic Financial..., Wealth Management, Investment Strategies, Investment Advisory, Portfolio Management, Series 7, Series 63, Securities, Retirement, Financial Planning
Education
Northern Michigan University
Associate of Science (A.S.), Medical, Business
American Senior Benefits January 2015 - Present
American Senior Benefits January 2015 - Present
Modern-Wealth, LLC September 2013 - January 2015
MetLife Investors December 2010 - October 2013
Wagner Realty January 2006 - October 2010
ReMax Partners Real Estate December 1992 - December 2005
Skills
Retirement Planning, Investments, Insurance, Fixed Annuities, Strategic Financial..., Wealth Management, Investment Strategies, Investment Advisory, Portfolio Management, Series 7, Series 63, Securities, Retirement, Financial Planning
Education
Northern Michigan University
Associate of Science (A.S.), Medical, Business
Kristina Maher Kristina Maher's MetLife Investors Experience April 2007 - August 2008
Job Attended Iowa State University
Industry Accounting
Experience
MetLife Investors April 2007 - August 2008
Nationwide Advantage Mortgage Company September 2003 - September 2006
Skills
Financial Accounting, Accounts Payable, Account Reconciliation, Accounts Receivable, Accruals, Microsoft Office, Access, Great Plains Software, Lotus Notes, Unifi, Express Checks, Symphony, XBRL, Bank Reconciliation, Expense Reports, JMP
Education
Iowa State University 2010 — 2012
Bachelor of Science (BS), Accounting and International Business
University of Northern Iowa 1998 — 2000
MetLife Investors April 2007 - August 2008
Nationwide Advantage Mortgage Company September 2003 - September 2006
Skills
Financial Accounting, Accounts Payable, Account Reconciliation, Accounts Receivable, Accruals, Microsoft Office, Access, Great Plains Software, Lotus Notes, Unifi, Express Checks, Symphony, XBRL, Bank Reconciliation, Expense Reports, JMP
Education
Iowa State University 2010 — 2012
Bachelor of Science (BS), Accounting and International Business
University of Northern Iowa 1998 — 2000
Kandra Dickerson Kandra Dickerson's MetLife Investors Experience 1910 - 2014
Job Accounting Director at MetLife Investors
Industry Investment Management
Experience
Boy Scouts of America 2012 - Present
MetLife Investors 1910 - 2014
MetLife January 1900 - January 1900
Education
Iowa State University
Boy Scouts of America 2012 - Present
MetLife Investors 1910 - 2014
MetLife January 1900 - January 1900
Education
Iowa State University
Lonn V. Harkey, LUTCF Lonn V. Harkey, LUTCF's MetLife Investors Experience May 1972 - 2007
Job at
Industry Financial Services
Experience
The Ohio National Financial Group January 2008 - Present
Ohio National Financial Services May 1975 - Present
Harkey Financial and Insurance May 1972 - Present
MetLife Investors May 1972 - 2007
KCLS Radio May 1972 - May 1975
Skills
Strategic Financial..., Estate Planning, Financial Planners, Team Building, Strategic Planning, Negotiation, Wealth, Public Speaking, Portfolio Management, Critical Illness, Underwriting, Property, General Insurance, Employee Benefits, Bonds, Medicare, Indexed Annuities, Pensions, Protection..., Licensed Life Insurance..., Group Insurance, Health Insurance, College Savings Plans, Income for Life, Key Person Insurance, Qualified Retirement..., Permanent Life Insurance, Wealth Accumulation, Guaranteed Lifetime..., College Funding..., Financial Advisory, Retirement Plan..., Retirement Savings, Tax-advantaged..., Investment Strategies, Buy-sell Agreements, Licensed Life, Simple IRA, Life, 457 Plans, Financial Services, Mortgage Lending, 529 Plans, Charitable Gift Planning, Licensed to Sell..., Medicare Part D, Financial Planning, Life Insurance
Education
The American College 1997 — 2015
Life Underwritting Training Counsel Fellow, CLU
The American College 1975 — 2000
Life Underwritting Training Council Fellow, Financial Planning and Services
Northern Arizona University 1968 — 1972
Bachelor's degree, Radio and Television Broadcasting
The Ohio National Financial Group January 2008 - Present
Ohio National Financial Services May 1975 - Present
Harkey Financial and Insurance May 1972 - Present
MetLife Investors May 1972 - 2007
KCLS Radio May 1972 - May 1975
Skills
Strategic Financial..., Estate Planning, Financial Planners, Team Building, Strategic Planning, Negotiation, Wealth, Public Speaking, Portfolio Management, Critical Illness, Underwriting, Property, General Insurance, Employee Benefits, Bonds, Medicare, Indexed Annuities, Pensions, Protection..., Licensed Life Insurance..., Group Insurance, Health Insurance, College Savings Plans, Income for Life, Key Person Insurance, Qualified Retirement..., Permanent Life Insurance, Wealth Accumulation, Guaranteed Lifetime..., College Funding..., Financial Advisory, Retirement Plan..., Retirement Savings, Tax-advantaged..., Investment Strategies, Buy-sell Agreements, Licensed Life, Simple IRA, Life, 457 Plans, Financial Services, Mortgage Lending, 529 Plans, Charitable Gift Planning, Licensed to Sell..., Medicare Part D, Financial Planning, Life Insurance
Education
The American College 1997 — 2015
Life Underwritting Training Counsel Fellow, CLU
The American College 1975 — 2000
Life Underwritting Training Council Fellow, Financial Planning and Services
Northern Arizona University 1968 — 1972
Bachelor's degree, Radio and Television Broadcasting
Colt Munchoff Colt Munchoff's MetLife Investors Experience 2000 - 2012
Job RVP Sales at Dedicated Distribution Partrners
Industry Financial Services
Experience
Dedicated Distribution Partrners January 2015 - Present
Insurance Designers July 2013 - January 2015
MetLife Investors 2000 - 2012
Transamerica November 1998 - December 1999
SunAmerica Financial Group January 1997 - November 1998
Transamerica January 1997 - November 1997
Skills
Outside Sales, Public Speaking, Marketing, Relationship Marketing, Investment Strategies, Investments, Presenting to Clients, Relationship Management, Sales, FINRA, Asset Allocation, Fixed Annuities, Life Insurance, Sales Operations, Financial Services, 401k, Series 65, Series 6, Retirement, Wealth Management, Retirement Planning, Variable Annuities, Mutual Funds, Series 63, Management, Securities, Wealth, Long-term Care, Alternative Investments, Financial Advisory, Separately Managed..., Long Term Care Insurance, IRAs, Uniform Combined State..., Financial Planners, Estate Planning, Investment Advisory, Investment Management, Term Life Insurance, 401k Rollovers, Asset Management, Bonds, ETFs, Strategic Financial..., Retirement Plan..., Disability Insurance, Insurance, Series 7, Finance, Financial Planning
Education
University of Arizona 1988 — 1991
Trinity Pawling 1984 — 1987
Dedicated Distribution Partrners January 2015 - Present
Insurance Designers July 2013 - January 2015
MetLife Investors 2000 - 2012
Transamerica November 1998 - December 1999
SunAmerica Financial Group January 1997 - November 1998
Transamerica January 1997 - November 1997
Skills
Outside Sales, Public Speaking, Marketing, Relationship Marketing, Investment Strategies, Investments, Presenting to Clients, Relationship Management, Sales, FINRA, Asset Allocation, Fixed Annuities, Life Insurance, Sales Operations, Financial Services, 401k, Series 65, Series 6, Retirement, Wealth Management, Retirement Planning, Variable Annuities, Mutual Funds, Series 63, Management, Securities, Wealth, Long-term Care, Alternative Investments, Financial Advisory, Separately Managed..., Long Term Care Insurance, IRAs, Uniform Combined State..., Financial Planners, Estate Planning, Investment Advisory, Investment Management, Term Life Insurance, 401k Rollovers, Asset Management, Bonds, ETFs, Strategic Financial..., Retirement Plan..., Disability Insurance, Insurance, Series 7, Finance, Financial Planning
Education
University of Arizona 1988 — 1991
Trinity Pawling 1984 — 1987
Ralph Dillon Ralph Dillon's MetLife Investors Experience January 1998 - January 2006
Job Vice President Institutional Sales at Global Financial Data
Industry Financial Services
Experience
Global Financial Data March 2012 - May 2014
TRANSAMERICA CAPITAL, INC March 2008 - 2010
Fisher Investments 2007 - 2007
MetLife Investors January 1998 - January 2006
The Hartford 2005 - 2006
Skills
Series 63, Series 7, Mutual Funds, Fixed Annuities, Alternative Investments, Retirement, Asset Allocation, Series 24, Separately Managed..., Investment Advisory, Retirement Planning, Asset Managment, Wealth Management, Financial Advisory, Series 6, Investment Strategies
Education
Monmouth University 1989 — 1993
BA, Communication/Marketing
NASD 7,63,65. Ca Lic#0c90407
Global Financial Data March 2012 - May 2014
TRANSAMERICA CAPITAL, INC March 2008 - 2010
Fisher Investments 2007 - 2007
MetLife Investors January 1998 - January 2006
The Hartford 2005 - 2006
Skills
Series 63, Series 7, Mutual Funds, Fixed Annuities, Alternative Investments, Retirement, Asset Allocation, Series 24, Separately Managed..., Investment Advisory, Retirement Planning, Asset Managment, Wealth Management, Financial Advisory, Series 6, Investment Strategies
Education
Monmouth University 1989 — 1993
BA, Communication/Marketing
NASD 7,63,65. Ca Lic#0c90407
Leslie Corley's MetLife Investors Experience May 2008 - August 2011
Job Mercer Global Advisors
Industry Investment Management
Experience
Mercer Advisors August 2013 - April 2015
Wells Fargo April 2013 - July 2013
Matthew Goff LLC, August 2011 - December 2011
MetLife Investors May 2008 - August 2011
Self-Employed November 1998 - July 2006
Kelsey-Seybold Clinic April 1995 - February 1999
AIG American General January 1991 - March 1995
Skills
Series 6, Retirement, Investments, Series 63, Financial Services, Insurance, Marketing Strategy, Management, Retirement Planning, Risk Management, Mutual Funds, Technical Writing, Copy Editing, Marketing Communications, Client Services, Estate Law, Analysis, Life Insurance, Process Improvement, 401k, Securities, Wealth Management, Fixed Annuities, Estate Conservation..., FINRA Series 6, FINRA Series 63, Group I - Life,..., Series 65
Education
Texas A&M University
Bachelor’s Degree, Kinesiology and Exercise Science
Mercer Advisors August 2013 - April 2015
Wells Fargo April 2013 - July 2013
Matthew Goff LLC, August 2011 - December 2011
MetLife Investors May 2008 - August 2011
Self-Employed November 1998 - July 2006
Kelsey-Seybold Clinic April 1995 - February 1999
AIG American General January 1991 - March 1995
Skills
Series 6, Retirement, Investments, Series 63, Financial Services, Insurance, Marketing Strategy, Management, Retirement Planning, Risk Management, Mutual Funds, Technical Writing, Copy Editing, Marketing Communications, Client Services, Estate Law, Analysis, Life Insurance, Process Improvement, 401k, Securities, Wealth Management, Fixed Annuities, Estate Conservation..., FINRA Series 6, FINRA Series 63, Group I - Life,..., Series 65
Education
Texas A&M University
Bachelor’s Degree, Kinesiology and Exercise Science
Chris Wittmann's MetLife Investors Experience May 2002 - August 2002
Job Senior Manager, Risk & Asset Management at GE Capital
Industry Financial Services
Experience
GE Capital September 2012 - Present
General Electric January 2010 - September 2012
PwC September 2007 - January 2010
PwC August 2005 - September 2007
MetLife Investors May 2002 - August 2002
Skills
Mergers & Acquisitions, Acquisition Integration, Financial Modeling, Corporate Finance, Accounting, Financial Analysis, Valuation, Strategy, Risk Management, Financial Services, Risk, Compliance, Finance Transformation, Process Improvement, Mergers, Strategic Planning, Project Management, International Project..., Organizational..., Organizational Design, Financial Forecasting, Budget Process, Asset Management, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 2004 — 2005
MBA, Finance, Management
University of Kansas 1999 — 2003
B.S. Business Administration, Finance, Marketing
GE Capital September 2012 - Present
General Electric January 2010 - September 2012
PwC September 2007 - January 2010
PwC August 2005 - September 2007
MetLife Investors May 2002 - August 2002
Skills
Mergers & Acquisitions, Acquisition Integration, Financial Modeling, Corporate Finance, Accounting, Financial Analysis, Valuation, Strategy, Risk Management, Financial Services, Risk, Compliance, Finance Transformation, Process Improvement, Mergers, Strategic Planning, Project Management, International Project..., Organizational..., Organizational Design, Financial Forecasting, Budget Process, Asset Management, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 2004 — 2005
MBA, Finance, Management
University of Kansas 1999 — 2003
B.S. Business Administration, Finance, Marketing
James McKnight James McKnight's MetLife Investors Experience 2002 - 2004
Job Senior Vice President, National Product Manager at Ziegler
Industry Financial Services
Experience
Ziegler May 2011 - Present
SunAmerica Retirement Markets, Inc December 2005 - December 2010
Ohio National Financial Services 2004 - 2005
MetLife Investors 2002 - 2004
Transamerica Life Insurance Company June 2000 - December 2001
Merrill Lynch Life Insurance Group January 1999 - July 2000
EVEREN Securities, Inc January 1995 - January 1999
Kemper Investors Life Insurance Company January 1993 - January 1995
Skills
Retirement, New Business Development
Education
Saint Mary's University of Minnesota 1988 — 1992
Ziegler May 2011 - Present
SunAmerica Retirement Markets, Inc December 2005 - December 2010
Ohio National Financial Services 2004 - 2005
MetLife Investors 2002 - 2004
Transamerica Life Insurance Company June 2000 - December 2001
Merrill Lynch Life Insurance Group January 1999 - July 2000
EVEREN Securities, Inc January 1995 - January 1999
Kemper Investors Life Insurance Company January 1993 - January 1995
Skills
Retirement, New Business Development
Education
Saint Mary's University of Minnesota 1988 — 1992
Paula Horn, PhD Paula Horn, PhD's MetLife Investors Experience March 2003 - December 2004
Job DIRECTOR at HORN CONSULTING
Industry Media Production
Experience
HORN CONSULTING (TECHNICAL, SCIENTIFIC, STUDIO) October 2006 - Present
Paula Horn PhD January 2000 - Present
VIRTUAL EYE 1997 - Present
TOP$ 1988 - Present
Dako July 2008 - October 2008
IBM September 2007 - December 2007
Amgen November 2006 - December 2007
Thalassemia Support Foundation June 2007 - September 2007
MetLife Investors March 2003 - December 2004
Allianz Global Risks March 2004 - July 2004
Skills
Technical Writing, Editing, Instructional Design, Multimedia, Content Development, Content Management, Blogging, Publishing, Media Production, Copy Editing, Writing, Copywriting, Graphic Design, Social Networking, Creative Writing, Digital Photography, Filmmaking, Software Documentation, Facebook
Education
University of Southern California
PhD, Education (Instructional Technology) major, Evaluation minor, Spanish / Statistics languages
New York University
M.A., Educational-Psychology major, Reading minor
Hofstra University
M.S.Ed., Secondary English Education
State University of New York at Albany
B.A., English (Psychology/Spanish minors)
HORN CONSULTING (TECHNICAL, SCIENTIFIC, STUDIO) October 2006 - Present
Paula Horn PhD January 2000 - Present
VIRTUAL EYE 1997 - Present
TOP$ 1988 - Present
Dako July 2008 - October 2008
IBM September 2007 - December 2007
Amgen November 2006 - December 2007
Thalassemia Support Foundation June 2007 - September 2007
MetLife Investors March 2003 - December 2004
Allianz Global Risks March 2004 - July 2004
Skills
Technical Writing, Editing, Instructional Design, Multimedia, Content Development, Content Management, Blogging, Publishing, Media Production, Copy Editing, Writing, Copywriting, Graphic Design, Social Networking, Creative Writing, Digital Photography, Filmmaking, Software Documentation, Facebook
Education
University of Southern California
PhD, Education (Instructional Technology) major, Evaluation minor, Spanish / Statistics languages
New York University
M.A., Educational-Psychology major, Reading minor
Hofstra University
M.S.Ed., Secondary English Education
State University of New York at Albany
B.A., English (Psychology/Spanish minors)
Wendy Copperthite Wendy Copperthite's MetLife Investors Experience August 2009 - February 2012
Job Licensed Sales Producer at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC August 1998 - Present
MetLife Investors August 2009 - February 2012
Skills
Sales Process, Customer Service, Customer Retention, Life Insurance, Marketing Strategy, Networking
Education
Middlesex Community College
Business Administration and Management, General
Allstate Financial Services, LLC August 1998 - Present
MetLife Investors August 2009 - February 2012
Skills
Sales Process, Customer Service, Customer Retention, Life Insurance, Marketing Strategy, Networking
Education
Middlesex Community College
Business Administration and Management, General
Blake Materewicz Blake Materewicz's MetLife Investors Experience 2005 - 2007
Job Principal at MassMutual
Industry Financial Services
Experience
MassMutual Financial Group July 2012 - Present
Northwestern Mutual April 2007 - July 2012
MetLife Investors 2005 - 2007
Education
Northern Illinois University 1996 — 2000
Bachelor of Science (BS), Finance
MassMutual Financial Group July 2012 - Present
Northwestern Mutual April 2007 - July 2012
MetLife Investors 2005 - 2007
Education
Northern Illinois University 1996 — 2000
Bachelor of Science (BS), Finance
Christopher Horstman's MetLife Investors Experience June 2004 - November 2010
Job Senior Financial Planner
Industry Financial Services
Experience
Federal Financial Group, LLC November 2010 - Present
Independent Insurance Agents and Brokers of America November 2010 - Present
Key Insurance Agency September 2011 - January 2015
MetLife Investors June 2004 - November 2010
First Investors Corporation March 1997 - June 2004
Skills
Registered Financial..., Coaching, Financial Analysis, Cost Efficiency, Value Investing, Insurance Planning, Business Strategy, Risk Management, Estate and Trust..., Tax Reduction Strategies, Sales Management, Financial Planners, Finance, Estate Planning, Retirement, Insurance, Asset Management, Financial Advisory, Portfolio Management, Employee Benefits, Tax, Retirement Planning, Investments, Fixed Annuities, Business Planning, Financial Planning
Education
Indiana University Bloomington 1992 — 1996
School of Public and Environmental Affairs, Government Finance and Budgeting
Federal Financial Group, LLC November 2010 - Present
Independent Insurance Agents and Brokers of America November 2010 - Present
Key Insurance Agency September 2011 - January 2015
MetLife Investors June 2004 - November 2010
First Investors Corporation March 1997 - June 2004
Skills
Registered Financial..., Coaching, Financial Analysis, Cost Efficiency, Value Investing, Insurance Planning, Business Strategy, Risk Management, Estate and Trust..., Tax Reduction Strategies, Sales Management, Financial Planners, Finance, Estate Planning, Retirement, Insurance, Asset Management, Financial Advisory, Portfolio Management, Employee Benefits, Tax, Retirement Planning, Investments, Fixed Annuities, Business Planning, Financial Planning
Education
Indiana University Bloomington 1992 — 1996
School of Public and Environmental Affairs, Government Finance and Budgeting
Dustin Baird Dustin Baird's MetLife Investors Experience 2001 - 2006
Job Guitar, Bass, and Percussion intruction Solo acoustical performance Freelance Musician
Industry Music
Experience
Owner/Operator Sumner Lessons Studios October 2012 - Present
Central Iowa Music Lab June 2006 - Present
Dustin Baird solo acoustic 2005 - Present
Metlife Investors 2001 - 2006
US Bank February 2001 - December 2001
Education
Simpson College 2003 — 2008
BS Marketing, Marketing Management
Southwestern Community College 1997 — 2000
AA, General Studies
Owner/Operator Sumner Lessons Studios October 2012 - Present
Central Iowa Music Lab June 2006 - Present
Dustin Baird solo acoustic 2005 - Present
Metlife Investors 2001 - 2006
US Bank February 2001 - December 2001
Education
Simpson College 2003 — 2008
BS Marketing, Marketing Management
Southwestern Community College 1997 — 2000
AA, General Studies
Amy Childers Amy Childers's MetLife Investors Experience August 2011 - January 2012
Job Valley High School
Industry Education Management
Experience
Valley High School January 2012 - Present
MetLife Investors August 2011 - January 2012
Allied Insurance January 2008 - February 2010
Nationwide Insurance June 2006 - May 2008
Nationwide Insurance March 1998 - May 2006
Nationwide Insurance January 1998 - March 1998
Nationwide Insurance April 1996 - January 1998
Nationwide Insurance March 1990 - April 1996
Skills
Legal Liability, Insurance, Management, Underwriting, Recruiting
Education
Kaplan University 2010 — 2011
North High School 1986 — 1989
Kaplan University
Associates of Applied Science, Criminal Justice
Valley High School January 2012 - Present
MetLife Investors August 2011 - January 2012
Allied Insurance January 2008 - February 2010
Nationwide Insurance June 2006 - May 2008
Nationwide Insurance March 1998 - May 2006
Nationwide Insurance January 1998 - March 1998
Nationwide Insurance April 1996 - January 1998
Nationwide Insurance March 1990 - April 1996
Skills
Legal Liability, Insurance, Management, Underwriting, Recruiting
Education
Kaplan University 2010 — 2011
North High School 1986 — 1989
Kaplan University
Associates of Applied Science, Criminal Justice
Ron Newman Ron Newman's MetLife Investors Experience February 2003 - September 2005
Job Registered Representative
Industry Financial Services
Experience
Brooklight Place Securities, Inc. June 2011 - Present
Eqis Capital May 2009 - December 2010
Curian Capital 2007 - 2008
Guardian Life Insurance March 2006 - October 2006
MetLife Investors February 2003 - September 2005
Jackson National Life June 2000 - December 2002
SunAmerica September 1998 - May 2000
AIG 1998 - 2000
Skills
Training, Series 7, Management, Public Speaking, Mutual Funds, Fixed Annuities, Business Development, Sales, Variable Annuities, Separately Managed..., Investments, Retirement, 401k, Asset Allocation, Series 63, Financial Services, Retirement Planning, Wealth Management, Alternative Investments
Education
Indiana University Bloomington 1991 — 1996
Bachelor of Science (B.S.)
Lake Zurich High School 1987 — 1991
Northern Illinois University
Brooklight Place Securities, Inc. June 2011 - Present
Eqis Capital May 2009 - December 2010
Curian Capital 2007 - 2008
Guardian Life Insurance March 2006 - October 2006
MetLife Investors February 2003 - September 2005
Jackson National Life June 2000 - December 2002
SunAmerica September 1998 - May 2000
AIG 1998 - 2000
Skills
Training, Series 7, Management, Public Speaking, Mutual Funds, Fixed Annuities, Business Development, Sales, Variable Annuities, Separately Managed..., Investments, Retirement, 401k, Asset Allocation, Series 63, Financial Services, Retirement Planning, Wealth Management, Alternative Investments
Education
Indiana University Bloomington 1991 — 1996
Bachelor of Science (B.S.)
Lake Zurich High School 1987 — 1991
Northern Illinois University
Brittany G. Hewitt Brittany G. Hewitt's MetLife Investors Experience April 2010 - June 2013
Job Sales Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments June 2013 - Present
MetLife Investors April 2010 - June 2013
Total Pain Solutions September 2009 - February 2010
The University of Arizona Athletic Dept September 2008 - May 2009
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science (B.S.), Finance and International Business
Universitat de Barcelona / University of Barcelona 2008 — 2008
International Business, Study Abroad
Dana Hills High School
New York Life & MainStay Investments June 2013 - Present
MetLife Investors April 2010 - June 2013
Total Pain Solutions September 2009 - February 2010
The University of Arizona Athletic Dept September 2008 - May 2009
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science (B.S.), Finance and International Business
Universitat de Barcelona / University of Barcelona 2008 — 2008
International Business, Study Abroad
Dana Hills High School
Marcia Bratcher Marcia Bratcher's MetLife Investors Experience October 2012 - June 2013
Job Internal Wholesaler at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America April 2014 - Present
Prudential Financial June 2013 - March 2014
MetLife Investors October 2012 - June 2013
MetLife Investors December 2011 - September 2012
MetLife November 2010 - November 2011
Skills
Life Insurance, Variable Annuities, Fixed Annuities, Retirement Planning, Wealth Management, Retirement, FINRA, Securities, Term Life Insurance, Disability Insurance, Investments
Education
Sacred Heart University
Master of Business Administration (M.B.A.)
The Prudential Insurance Company of America April 2014 - Present
Prudential Financial June 2013 - March 2014
MetLife Investors October 2012 - June 2013
MetLife Investors December 2011 - September 2012
MetLife November 2010 - November 2011
Skills
Life Insurance, Variable Annuities, Fixed Annuities, Retirement Planning, Wealth Management, Retirement, FINRA, Securities, Term Life Insurance, Disability Insurance, Investments
Education
Sacred Heart University
Master of Business Administration (M.B.A.)
Kevin Byun's MetLife Investors Experience April 2003 - April 2005
Job Assurance Intern at McGladrey
Industry Accounting
Experience
Northern Illinois University August 2013 - Present
Northern Illinois University August 2013 - Present
McGladrey December 2014 - March 2015
Career Education Corporation April 2005 - May 2013
MetLife Investors April 2003 - April 2005
Jackson Hewitt Tax Service Inc. October 2002 - March 2003
Patient Education Institute May 2001 - July 2002
Skills
Admissions, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Accounting, Public Speaking, Leadership, Access, Teamwork
Education
Northern Illinois University 2013 — 2015
Bachelor of Science in Accountancy, Accounting
University of Iowa
Bachelor's of Science, Economics
Northern Illinois University August 2013 - Present
Northern Illinois University August 2013 - Present
McGladrey December 2014 - March 2015
Career Education Corporation April 2005 - May 2013
MetLife Investors April 2003 - April 2005
Jackson Hewitt Tax Service Inc. October 2002 - March 2003
Patient Education Institute May 2001 - July 2002
Skills
Admissions, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Accounting, Public Speaking, Leadership, Access, Teamwork
Education
Northern Illinois University 2013 — 2015
Bachelor of Science in Accountancy, Accounting
University of Iowa
Bachelor's of Science, Economics
Syed Ahmer Hussain Syed Ahmer Hussain's MetLife Investors Experience December 2012 - December 2013
Job Financial Services Professional
Industry Financial Services
Experience
Prudential Financial September 2014 - Present
RBS Citizens Financial Group December 2013 - September 2014
MetLife Investors December 2012 - December 2013
TD Ameritrade November 2010 - November 2012
TD September 2007 - November 2010
Skills
Series 7, Series 63, Superior Sales Skills, Microsoft Technologies, Goal Orientation, Self-driven, Exceptional Communicator, Financial Audits, Organizational..., Analytics, Internal Audit, Due Diligence, Loans, Mortgage Lending, FINRA, Wealth Management..., Investment Strategies, Life
Education
Manchester Community College 2007 — 2009
Engineering/Finance
Hall high school 2003 — 2006
Prudential Financial September 2014 - Present
RBS Citizens Financial Group December 2013 - September 2014
MetLife Investors December 2012 - December 2013
TD Ameritrade November 2010 - November 2012
TD September 2007 - November 2010
Skills
Series 7, Series 63, Superior Sales Skills, Microsoft Technologies, Goal Orientation, Self-driven, Exceptional Communicator, Financial Audits, Organizational..., Analytics, Internal Audit, Due Diligence, Loans, Mortgage Lending, FINRA, Wealth Management..., Investment Strategies, Life
Education
Manchester Community College 2007 — 2009
Engineering/Finance
Hall high school 2003 — 2006
Dino Koutroubis Dino Koutroubis's MetLife Investors Experience January 2002 - April 2005
Job Owner at Dino Koutroubis E.A.Tax Consultant
Industry Accounting
Experience
Dino Koutroubis tax consultant January 2003 - Present
MetLife Investors January 2002 - April 2005
Zinner & Co. LLP February 1998 - October 2001
Education
Suffolk University 1994 — 1995
Master's degree, Accounting
Northeastern University 1986 — 1991
Bachelor of Science (BS), Economics and Mathematics
Dino Koutroubis tax consultant January 2003 - Present
MetLife Investors January 2002 - April 2005
Zinner & Co. LLP February 1998 - October 2001
Education
Suffolk University 1994 — 1995
Master's degree, Accounting
Northeastern University 1986 — 1991
Bachelor of Science (BS), Economics and Mathematics
Brad Kopman Brad Kopman's MetLife Investors Experience September 2011 - September 2013
Job Auto,Home and Life Insurance Services
Industry Insurance
Experience
Allstate July 2014 - Present
State Farm September 2013 - January 2014
MetLife Investors September 2011 - September 2013
The Hartford November 2007 - September 2011
Bankers Life and Casualty February 2007 - September 2007
Skills
Retirement, Investments, Asset Allocation, Insurance, Sales, Customer Service, CRM, Financial Services, Life Insurance, Health Insurance, Mutual Funds, Fixed Annuities, Management
Education
Hussian College, School of Art 1992 — 1996
Arts
Allstate July 2014 - Present
State Farm September 2013 - January 2014
MetLife Investors September 2011 - September 2013
The Hartford November 2007 - September 2011
Bankers Life and Casualty February 2007 - September 2007
Skills
Retirement, Investments, Asset Allocation, Insurance, Sales, Customer Service, CRM, Financial Services, Life Insurance, Health Insurance, Mutual Funds, Fixed Annuities, Management
Education
Hussian College, School of Art 1992 — 1996
Arts
Leah Greenman's MetLife Investors Experience 2004 - 2005
Job Sales Enablement Manager, IMN/Naked Lime at Reynolds and Reynolds
Industry Internet
Experience
IMN / Naked Lime at Reynolds and Reynolds January 2011 - Present
IMN November 2011 - October 2012
IMN July 2011 - November 2011
IMN May 2011 - July 2011
IMN January 2011 - May 2011
JCCGB 2008 - 2010
The Genesis Fund 2006 - 2008
MetLife Investors 2004 - 2005
Domain Home 2001 - 2003
Skills
Salesforce.com, Sales Operations, Social Networking, Marketing, B2B, Email Marketing, Sales, SEO, Social Media Marketing, Marketing Communications, Digital Marketing, Sales Management, Product Marketing, Management, Social Media, CRM, Sales Enablement, Account Management, Sales Presentations, Lead Generation, Performance Management, Sales Analysis, Program Management, Customer Satisfaction, Training, Customer Retention, SnagIt, SaaS, Sales Force Development, Cold Calling, Sales Process, OEMs, Territory Management, Event Management, Employee Training, Financial Reporting
Education
Massachusetts College of Liberal Arts 1997 — 2001
sociology
Oliver Ames 1993 — 1997
IMN / Naked Lime at Reynolds and Reynolds January 2011 - Present
IMN November 2011 - October 2012
IMN July 2011 - November 2011
IMN May 2011 - July 2011
IMN January 2011 - May 2011
JCCGB 2008 - 2010
The Genesis Fund 2006 - 2008
MetLife Investors 2004 - 2005
Domain Home 2001 - 2003
Skills
Salesforce.com, Sales Operations, Social Networking, Marketing, B2B, Email Marketing, Sales, SEO, Social Media Marketing, Marketing Communications, Digital Marketing, Sales Management, Product Marketing, Management, Social Media, CRM, Sales Enablement, Account Management, Sales Presentations, Lead Generation, Performance Management, Sales Analysis, Program Management, Customer Satisfaction, Training, Customer Retention, SnagIt, SaaS, Sales Force Development, Cold Calling, Sales Process, OEMs, Territory Management, Event Management, Employee Training, Financial Reporting
Education
Massachusetts College of Liberal Arts 1997 — 2001
sociology
Oliver Ames 1993 — 1997
Marybeth Hantzos Marybeth Hantzos's MetLife Investors Experience 2005 - 2008
Job Business Development Executive
Industry Program Development
Experience
Benchmark Senior Living 2014 - 2015
The Hartford 2011 - 2013
Conning Asset Management 2008 - 2011
MetLife Investors 2005 - 2008
Travelers Life & Annuity 1998 - 2005
Skills
Project Management, New Business Development, Marketing, Sales, Customer Service, Process Improvement, Strategic Planning, Leadership, Program Management, Management, Operations Management, Product Development, Training, Employee Benefits
Education
Providence College
Bachelor of Science, Business Management
Benchmark Senior Living 2014 - 2015
The Hartford 2011 - 2013
Conning Asset Management 2008 - 2011
MetLife Investors 2005 - 2008
Travelers Life & Annuity 1998 - 2005
Skills
Project Management, New Business Development, Marketing, Sales, Customer Service, Process Improvement, Strategic Planning, Leadership, Program Management, Management, Operations Management, Product Development, Training, Employee Benefits
Education
Providence College
Bachelor of Science, Business Management
Robert Young Jr's MetLife Investors Experience 2005 - 2007
Job Financial Management
Industry Management Consulting
Experience
VanHov Inc 2010 - 2010
MetLife 2007 - 2008
MetLife Investors 2005 - 2007
Intrusioninfosec.com 2000 - 2002
Skills
Online Advertising, Digital Strategy, Brand Development, Digital Media, Email Marketing, Social Networking, Digital Marketing, Public Relations, Integrated Marketing, Entertainment, Creative Direction, Music Industry, Social Media, Direct Marketing, Start-ups, Social Media Marketing, Financial Services, Investments, Life Insurance, Health Insurance, Employee Benefits, Copywriting, Television, Video, Direct Mail, Insurance
Education
Southern Connecticut State University
Business, Management
VanHov Inc 2010 - 2010
MetLife 2007 - 2008
MetLife Investors 2005 - 2007
Intrusioninfosec.com 2000 - 2002
Skills
Online Advertising, Digital Strategy, Brand Development, Digital Media, Email Marketing, Social Networking, Digital Marketing, Public Relations, Integrated Marketing, Entertainment, Creative Direction, Music Industry, Social Media, Direct Marketing, Start-ups, Social Media Marketing, Financial Services, Investments, Life Insurance, Health Insurance, Employee Benefits, Copywriting, Television, Video, Direct Mail, Insurance
Education
Southern Connecticut State University
Business, Management
David K. O'Mara David K. O'Mara's MetLife Investors Experience September 2000 - May 2010
Job Founder, Financial Planner
Industry Investment Management
Experience
FC Advisors January 2014 - Present
Steadfast Capital Markets Group February 2011 - December 2013
MetLife Investors September 2000 - May 2010
Skills
Series 7, Series 63, Mutual Funds, Investments, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Retirement, Insurance, Financial Planning
Education
Saint Mary's College of California 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Davis High School
Davis high school
FC Advisors January 2014 - Present
Steadfast Capital Markets Group February 2011 - December 2013
MetLife Investors September 2000 - May 2010
Skills
Series 7, Series 63, Mutual Funds, Investments, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Retirement, Insurance, Financial Planning
Education
Saint Mary's College of California 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Davis High School
Davis high school
Moreno Susana Moreno Susana's MetLife Investors Experience 2002 - 2006
Job Draw Specialist at GE Capital Real Estate
Industry Financial Services
Experience
Baird & Warner June 2014 - Present
GE Capital Real Estate July 2014 - August 2015
GE Capital August 2012 - July 2014
GE Capital Americas April 2008 - August 2012
MetLife Investors 2002 - 2006
MetLife Investors 2002 - 2006
MetLife Investors 2002 - 2006
PPM America, Inc. 1999 - 2002
Skills
Banking, Credit Analysis, Credit, Mortgage Lending, Financial Analysis, Loans, Risk Management, Portfolio Management, Credit Risk, Credit Cards, Commercial Banking, Commercial Lending, Budgets, Real Estate Economics
Education
Robert Morris University - Illinois 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Benito Juarez High School 1991 — 1995
Baird & Warner June 2014 - Present
GE Capital Real Estate July 2014 - August 2015
GE Capital August 2012 - July 2014
GE Capital Americas April 2008 - August 2012
MetLife Investors 2002 - 2006
MetLife Investors 2002 - 2006
MetLife Investors 2002 - 2006
PPM America, Inc. 1999 - 2002
Skills
Banking, Credit Analysis, Credit, Mortgage Lending, Financial Analysis, Loans, Risk Management, Portfolio Management, Credit Risk, Credit Cards, Commercial Banking, Commercial Lending, Budgets, Real Estate Economics
Education
Robert Morris University - Illinois 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Benito Juarez High School 1991 — 1995
Devan C. Wyson, CFP® Devan C. Wyson, CFP®'s MetLife Investors Experience January 2008 - October 2011
Job Wealth Advisor at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP January 2013 - Present
Wyson Financial October 2011 - December 2012
MetLife Investors January 2008 - October 2011
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Estate Planning, Investment Advisory, Financial Advisory, Investments, Portfolio Management, Mutual Funds, Insurance, Investment Strategies
Education
Regis University
Bachelor's of Science in Finance, Banking, Corporate, Finance, and Securities Law
The American College
CFP® Certification Curriculum
CUSO Financial Services, LP January 2013 - Present
Wyson Financial October 2011 - December 2012
MetLife Investors January 2008 - October 2011
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Estate Planning, Investment Advisory, Financial Advisory, Investments, Portfolio Management, Mutual Funds, Insurance, Investment Strategies
Education
Regis University
Bachelor's of Science in Finance, Banking, Corporate, Finance, and Securities Law
The American College
CFP® Certification Curriculum
Anne Soucy Anne Soucy's MetLife Investors Experience 1996 - 1997
Job Vice PresidentDCIOMutual Funds at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2010 - Present
Old Mutual Financial Network December 2007 - February 2009
Old Mutual Asset Management December 2007 - February 2009
FRC 2006 - 2007
Consultant 2003 - 2007
Rydex Investments 2004 - 2005
Sun Life Distributors 1997 - 2000
MetLife Investors 1996 - 1997
MFS 1992 - 1996
MFS Investment Management 1988 - 1992
Skills
Mutual Funds, Financial Services, Relationship Management, Retirement Planning, Series 63, Asset Allocation, Investments, Alternative Investments, Annuities, Retirement Income..., Asset Management, Start-ups, Leadership, Sales, Variable Annuities, Management, Marketing, Strategic Planning, Securities
Education
Plymouth State University
BS
Nationwide Financial September 2010 - Present
Old Mutual Financial Network December 2007 - February 2009
Old Mutual Asset Management December 2007 - February 2009
FRC 2006 - 2007
Consultant 2003 - 2007
Rydex Investments 2004 - 2005
Sun Life Distributors 1997 - 2000
MetLife Investors 1996 - 1997
MFS 1992 - 1996
MFS Investment Management 1988 - 1992
Skills
Mutual Funds, Financial Services, Relationship Management, Retirement Planning, Series 63, Asset Allocation, Investments, Alternative Investments, Annuities, Retirement Income..., Asset Management, Start-ups, Leadership, Sales, Variable Annuities, Management, Marketing, Strategic Planning, Securities
Education
Plymouth State University
BS
Semmes Hughs, CLU's MetLife Investors Experience May 2008 - December 2009
Job Regional Marketing Director at Penn Mutual Life Insurance Company
Industry Financial Services
Experience
Penn Mutual Life Insurance Company April 2015 - Present
Whitney Bank April 2013 - November 2014
Independent August 2012 - March 2013
Compass Capital Management December 2009 - July 2012
MetLife Investors May 2008 - December 2009
Sun Life Financial 2002 - 2008
Lincoln Benefit Life 1998 - 2000
Skills
Fixed Annuities, Retirement, Estate Planning, Life Insurance, Investments, Financial Advisory, Insurance, Financial Services, Disability Insurance, Long-term Care, Retirement Planning, Variable Annuities, Series 63, Mutual Funds, Wealth Management, Series 7, FINRA, Investment Management, Finance, Employee Benefits, Investment Advisory, ETFs, Asset Management, Mortgage Lending, IRAs, Relationship Management, Series 6, Asset Allocation, Whole Life, Underwriting, Health Insurance, Uniform Combined State..., Wealth, Universal Life, Equities, 401k, Alternative Investments, Critical Illness, Portfolio Management, Trusts, Long Term Care Insurance, Term Life Insurance, Investment Strategies, Wealth Management..., Life & Health Insurance..., Defined Benefit, Series 65
Education
Solomon S. Huebner School of CLU Studies 1990 — 2002
CLU, Estate, Retirement, and Business Planning
Tulane University 1979 — 1983
Bachelor of Arts, History
Jesuit High School 1974 — 1979
Penn Mutual Life Insurance Company April 2015 - Present
Whitney Bank April 2013 - November 2014
Independent August 2012 - March 2013
Compass Capital Management December 2009 - July 2012
MetLife Investors May 2008 - December 2009
Sun Life Financial 2002 - 2008
Lincoln Benefit Life 1998 - 2000
Skills
Fixed Annuities, Retirement, Estate Planning, Life Insurance, Investments, Financial Advisory, Insurance, Financial Services, Disability Insurance, Long-term Care, Retirement Planning, Variable Annuities, Series 63, Mutual Funds, Wealth Management, Series 7, FINRA, Investment Management, Finance, Employee Benefits, Investment Advisory, ETFs, Asset Management, Mortgage Lending, IRAs, Relationship Management, Series 6, Asset Allocation, Whole Life, Underwriting, Health Insurance, Uniform Combined State..., Wealth, Universal Life, Equities, 401k, Alternative Investments, Critical Illness, Portfolio Management, Trusts, Long Term Care Insurance, Term Life Insurance, Investment Strategies, Wealth Management..., Life & Health Insurance..., Defined Benefit, Series 65
Education
Solomon S. Huebner School of CLU Studies 1990 — 2002
CLU, Estate, Retirement, and Business Planning
Tulane University 1979 — 1983
Bachelor of Arts, History
Jesuit High School 1974 — 1979
Jill Dobrowolski's MetLife Investors Experience October 2012 - August 2013
Job National Sales Manager at Loews Hollywood Hotel
Industry Hospitality
Experience
Loews Hotels June 2015 - Present
Fairmont Hotels & Resorts February 2014 - June 2015
Gansevoort Hotel Group August 2013 - December 2013
MetLife Investors October 2012 - August 2013
ACCESS Destination Services February 2011 - October 2012
The Ritz-Carlton Hotel Company, L.L.C. June 2008 - December 2010
Skills
Team Leadership, Corporate Communications, Creative Concept..., Team Building, Sales, Sales Presentations, Lead Generation, Client Relations Skills, Sales Management, Product Development, Event Planning, Tourism, Event Management, Management, Budgets, Marketing, Business Development, Hospitality Management, Contract Negotiation, Hotels, Proposal Writing, Resorts, Hotel Management
Education
University of California, Santa Barbara 2003 — 2007
BA, Global and International Studies
American University of Paris 2005 — 2005
Semester Abroad, French and International Relations
University College London, U. of London 2007 — 2007
International Relations
Loews Hotels June 2015 - Present
Fairmont Hotels & Resorts February 2014 - June 2015
Gansevoort Hotel Group August 2013 - December 2013
MetLife Investors October 2012 - August 2013
ACCESS Destination Services February 2011 - October 2012
The Ritz-Carlton Hotel Company, L.L.C. June 2008 - December 2010
Skills
Team Leadership, Corporate Communications, Creative Concept..., Team Building, Sales, Sales Presentations, Lead Generation, Client Relations Skills, Sales Management, Product Development, Event Planning, Tourism, Event Management, Management, Budgets, Marketing, Business Development, Hospitality Management, Contract Negotiation, Hotels, Proposal Writing, Resorts, Hotel Management
Education
University of California, Santa Barbara 2003 — 2007
BA, Global and International Studies
American University of Paris 2005 — 2005
Semester Abroad, French and International Relations
University College London, U. of London 2007 — 2007
International Relations
Angela Wong Angela Wong's MetLife Investors Experience 2007 - 2011
Job Associate Analyst, Operations at Walmart eCommerce
Industry Retail
Experience
Walmart eCommerce October 2013 - February 2015
AsianWeek Foundation September 2013 - October 2013
MetLife Investors 2007 - 2011
Gap Inc. 2005 - 2006
Arthur Beren Shoes 2004 - 2004
American Forum June 2002 - July 2002
Marc Pilisuk 2000 - 2002
Education
Thunderbird School of Global Management 2010 — 2013
Master of Business Administration (MBA) (honors)
University of California, Berkeley
BA
The University of Hong Kong
Master of Laws (LLM)
Indian School of Business
The Chinese University of Hong Kong
Santa Ana College
Associate's degree
Sacred Heart Cathedral Prep
Walmart eCommerce October 2013 - February 2015
AsianWeek Foundation September 2013 - October 2013
MetLife Investors 2007 - 2011
Gap Inc. 2005 - 2006
Arthur Beren Shoes 2004 - 2004
American Forum June 2002 - July 2002
Marc Pilisuk 2000 - 2002
Education
Thunderbird School of Global Management 2010 — 2013
Master of Business Administration (MBA) (honors)
University of California, Berkeley
BA
The University of Hong Kong
Master of Laws (LLM)
Indian School of Business
The Chinese University of Hong Kong
Santa Ana College
Associate's degree
Sacred Heart Cathedral Prep
Ginger Simmons's MetLife Investors Experience July 1997 - June 2005
Job Account Executive at Combined Insurance United States
Industry Insurance
Experience
Combined Insurance United States September 2014 - Present
Wheeler Financial Group Inc July 2005 - June 2009
MetLife Investors July 1997 - June 2005
Skills
Leadership, Team Building, Training, Customer Service, Insurance, Strategic Planning, Life Insurance, Management, Underwriting, Fixed Annuities, Disability Insurance, Marketing, Health Insurance, Sales, Employee Benefits, Term Life Insurance, Property, Analysis, Retirement Planning, Program Management, Customer Retention, Long-term Care, Liability, Strategy, Brokers, Financial Planning, Human Resources, General Insurance, Retirement, Sales Management, Event Planning, Finance, Cold Calling, Process Improvement, Commercial Insurance, Small Business, Financial Services, Time Management, PowerPoint, Medicare, Account Management, Project Management, Professional Liability, Risk Management, Public Relations, Budgets, Leadership Development, Claim
Education
AMERICAN Academy of Professional Coders 2014 — 2014
CPC-A, Professional medical coding and billing
The American College 2001 — 2004
LUTCF, Insurance
Combined Insurance United States September 2014 - Present
Wheeler Financial Group Inc July 2005 - June 2009
MetLife Investors July 1997 - June 2005
Skills
Leadership, Team Building, Training, Customer Service, Insurance, Strategic Planning, Life Insurance, Management, Underwriting, Fixed Annuities, Disability Insurance, Marketing, Health Insurance, Sales, Employee Benefits, Term Life Insurance, Property, Analysis, Retirement Planning, Program Management, Customer Retention, Long-term Care, Liability, Strategy, Brokers, Financial Planning, Human Resources, General Insurance, Retirement, Sales Management, Event Planning, Finance, Cold Calling, Process Improvement, Commercial Insurance, Small Business, Financial Services, Time Management, PowerPoint, Medicare, Account Management, Project Management, Professional Liability, Risk Management, Public Relations, Budgets, Leadership Development, Claim
Education
AMERICAN Academy of Professional Coders 2014 — 2014
CPC-A, Professional medical coding and billing
The American College 2001 — 2004
LUTCF, Insurance
Lisa Fine Lisa Fine's MetLife Investors Experience March 2004 - December 2004
Job HR Consultant/Recruiter
Industry Human Resources
Experience
Elevate HR Consulting May 2014 - Present
Innocean Worldwide June 2012 - April 2014
Oakley, Inc December 2004 - June 2012
MetLife Investors March 2004 - December 2004
Saatchi & Saatchi July 2000 - March 2004
Skills
Recruiting, Onboarding, Employee Relations, Talent Management, HRIS, Human Resources, Performance Management, Personnel Management, Leadership, Benefits Administration, New Hire Orientations, Management, Interviews, Deferred Compensation, Payroll, Training, Employee Benefits, Temporary Placement, Coaching, Hiring
Education
University of Arizona 1995 — 1999
BS, Business Administration/Human Resource Management
Elevate HR Consulting May 2014 - Present
Innocean Worldwide June 2012 - April 2014
Oakley, Inc December 2004 - June 2012
MetLife Investors March 2004 - December 2004
Saatchi & Saatchi July 2000 - March 2004
Skills
Recruiting, Onboarding, Employee Relations, Talent Management, HRIS, Human Resources, Performance Management, Personnel Management, Leadership, Benefits Administration, New Hire Orientations, Management, Interviews, Deferred Compensation, Payroll, Training, Employee Benefits, Temporary Placement, Coaching, Hiring
Education
University of Arizona 1995 — 1999
BS, Business Administration/Human Resource Management
Laura Del Beccaro's MetLife Investors Experience May 2012 - September 2012
Job Solutions Engineer at Mixpanel
Industry Internet
Experience
Mixpanel, Inc. January 2015 - Present
Huron Consulting Group October 2013 - January 2015
LDB Web Designs June 2012 - October 2013
MetLife Investors May 2012 - September 2012
UCLA School of Law June 2011 - June 2012
Skills
JavaScript, Python, Leadership, C++, Web Design, Data Analysis, R, SQL, Microsoft Office, Microsoft Excel, HTML 5, Finance, Adobe Creative Suite, Budgets, Research, Perl, Mathematical Statistics, Analytics, Public Speaking
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Science (BS), Mathematics/Economics
Universitat Pompeu Fabra 2011 — 2011
Spanish Language and Culture in Barcelona, Spain
UCLA Travel Study Abroad - Mérida, Mexico 2010 — 2010
Intensive Spanish Language and Culture
Abington Senior High School 2006 — 2009
Mixpanel, Inc. January 2015 - Present
Huron Consulting Group October 2013 - January 2015
LDB Web Designs June 2012 - October 2013
MetLife Investors May 2012 - September 2012
UCLA School of Law June 2011 - June 2012
Skills
JavaScript, Python, Leadership, C++, Web Design, Data Analysis, R, SQL, Microsoft Office, Microsoft Excel, HTML 5, Finance, Adobe Creative Suite, Budgets, Research, Perl, Mathematical Statistics, Analytics, Public Speaking
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Science (BS), Mathematics/Economics
Universitat Pompeu Fabra 2011 — 2011
Spanish Language and Culture in Barcelona, Spain
UCLA Travel Study Abroad - Mérida, Mexico 2010 — 2010
Intensive Spanish Language and Culture
Abington Senior High School 2006 — 2009
Nathan Lew, CFP®, CLU, ChFC, RICP Nathan Lew, CFP®, CLU, ChFC, RICP's MetLife Investors Experience November 2003 - May 2007
Job Director Advanced Markets
Industry Financial Services
Experience
AXA US August 2015 - Present
MetLife May 2007 - July 2015
MetLife Investors November 2003 - May 2007
Pacific Life September 1999 - November 2003
Skills
Variable Annuities, Retirement Income..., Immediate Annuities, Deferred Income..., Retirement Planning, Series 63, Series 7, Mutual Funds, Life Insurance, Retirement, Series 6, Financial Services, Wealth Management, Fixed Annuities, Insurance, Asset Allocation
Education
The American College 2007 — 2015
CLU, ChFC, RICP, Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional
University of California, Irvine - The Paul Merage School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Irvine 1995 — 1999
Bachelor's Degree, History
AXA US August 2015 - Present
MetLife May 2007 - July 2015
MetLife Investors November 2003 - May 2007
Pacific Life September 1999 - November 2003
Skills
Variable Annuities, Retirement Income..., Immediate Annuities, Deferred Income..., Retirement Planning, Series 63, Series 7, Mutual Funds, Life Insurance, Retirement, Series 6, Financial Services, Wealth Management, Fixed Annuities, Insurance, Asset Allocation
Education
The American College 2007 — 2015
CLU, ChFC, RICP, Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional
University of California, Irvine - The Paul Merage School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Irvine 1995 — 1999
Bachelor's Degree, History
Paul Soener Paul Soener's MetLife Investors Experience March 2010 - June 2012
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2012 - June 2014
MetLife Investors March 2010 - June 2012
Vision Financial Group May 2009 - March 2010
Skills
Strategic Financial..., Risk Management, Retirement Planning, Wealth Management, Estate Planning, Investments, Insurance
Education
Luther College 2005 — 2009
Bachelor of Arts, Accounting
Roosevelt High School 2001 — 2005
High School Diploma
Northwestern Mutual July 2012 - June 2014
MetLife Investors March 2010 - June 2012
Vision Financial Group May 2009 - March 2010
Skills
Strategic Financial..., Risk Management, Retirement Planning, Wealth Management, Estate Planning, Investments, Insurance
Education
Luther College 2005 — 2009
Bachelor of Arts, Accounting
Roosevelt High School 2001 — 2005
High School Diploma
Aaron Dias's MetLife Investors Experience June 2004 - November 2005
Job Business Development/Sales Manager at GTL Repair Services
Industry Transportation/Trucking/Railroad
Experience
GTL Repair Services September 2014 - Present
Transport Service Co., KAG Specialty Products Group August 2012 - August 2014
JB Hunt Transport Services, Inc. June 2010 - August 2012
CTL Transportation, LLC - Comcar Industries January 2009 - May 2010
JB Hunt Transport Services, Inc. April 2006 - January 2009
American TV October 2005 - April 2006
MetLife Investors June 2004 - November 2005
Skills
Logistics, Supply Chain Management, Transportation..., Operations Management, Project Management, Fleet Management, Dispatching, DOT regulations, Transportation, Customer Service, Freight, Budgets, Forecasting, Microsoft Office, Truckload, Management, Account Management, Recruiting, Employee Training, Accountability, Trucking, Transportation Planning, Traffic Management, Operating Budgets, Hiring Personnel, Terminations, Employee Relations, Multi Tasking, Advertising, Payroll, Driver Training, Safety, Compliance, Sales Operations, Supervisory Experience, Internet Explorer, Training, LTL, DOT Regulations, Hiring
Education
McKendree University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing/Business Management
GTL Repair Services September 2014 - Present
Transport Service Co., KAG Specialty Products Group August 2012 - August 2014
JB Hunt Transport Services, Inc. June 2010 - August 2012
CTL Transportation, LLC - Comcar Industries January 2009 - May 2010
JB Hunt Transport Services, Inc. April 2006 - January 2009
American TV October 2005 - April 2006
MetLife Investors June 2004 - November 2005
Skills
Logistics, Supply Chain Management, Transportation..., Operations Management, Project Management, Fleet Management, Dispatching, DOT regulations, Transportation, Customer Service, Freight, Budgets, Forecasting, Microsoft Office, Truckload, Management, Account Management, Recruiting, Employee Training, Accountability, Trucking, Transportation Planning, Traffic Management, Operating Budgets, Hiring Personnel, Terminations, Employee Relations, Multi Tasking, Advertising, Payroll, Driver Training, Safety, Compliance, Sales Operations, Supervisory Experience, Internet Explorer, Training, LTL, DOT Regulations, Hiring
Education
McKendree University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing/Business Management
Jeff Rider Jeff Rider's MetLife Investors Experience March 2010 - June 2013
Job Regional Sales Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 2015 - Present
MetLife June 2013 - June 2015
MetLife Investors March 2010 - June 2013
MetLife Investors August 2005 - March 2010
Skills
Group Benefit Plans, Employee Benefits, Life Insurance, Dental Insurance, Disability Insurance, Insurance, Sales, Fixed Annuities, Variable Annuities, Retirement Planning, Property & Casualty..., 401k, Customer Service, Series 6, Series 63, FLMI
Education
Syracuse University 1991 — 1995
Bachelor of Arts (BA), History
MassMutual Financial Group June 2015 - Present
MetLife June 2013 - June 2015
MetLife Investors March 2010 - June 2013
MetLife Investors August 2005 - March 2010
Skills
Group Benefit Plans, Employee Benefits, Life Insurance, Dental Insurance, Disability Insurance, Insurance, Sales, Fixed Annuities, Variable Annuities, Retirement Planning, Property & Casualty..., 401k, Customer Service, Series 6, Series 63, FLMI
Education
Syracuse University 1991 — 1995
Bachelor of Arts (BA), History
Erika Swanson's MetLife Investors Experience August 2013 - Present
Job Internal Wholesaler at MetLife Investors
Industry Financial Services
Experience
MetLife Investors August 2013 - Present
Presbyterian College August 2009 - May 2013
McKay, Stelling and Associates May 2012 - August 2012
Creek Ratz May 2011 - August 2011
YMCA September 2010 - October 2010
Outback Steakhouse May 2010 - August 2010
Aspens Steakhouse September 2006 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Facebook, Public Speaking, Microsoft Office, Higher Education, Student Development, Student Affairs, Human Resources, Critical Thinking, Management, Marketing, Sales, Social Networking, Teamwork
Education
Presbyterian College 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
MetLife Investors August 2013 - Present
Presbyterian College August 2009 - May 2013
McKay, Stelling and Associates May 2012 - August 2012
Creek Ratz May 2011 - August 2011
YMCA September 2010 - October 2010
Outback Steakhouse May 2010 - August 2010
Aspens Steakhouse September 2006 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Facebook, Public Speaking, Microsoft Office, Higher Education, Student Development, Student Affairs, Human Resources, Critical Thinking, Management, Marketing, Sales, Social Networking, Teamwork
Education
Presbyterian College 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Elliot Meibach's MetLife Investors Experience September 2005 - December 2013
Job Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management January 2014 - Present
MetLife Investors September 2005 - December 2013
Travelers Life & Annuity March 2004 - September 2005
Travelers Life & Annuity January 2002 - March 2004
Skills
Presentations, Sales, Qualifying Prospects, Variable Annuities, Mutual Funds, ETFs, Insurance, Asset Allocation, Risk Management, Stock Market, Series 7, Series 6, Series 63, series 26, Alternative Investments
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelor of Arts, Marketing
Natixis Global Asset Management January 2014 - Present
MetLife Investors September 2005 - December 2013
Travelers Life & Annuity March 2004 - September 2005
Travelers Life & Annuity January 2002 - March 2004
Skills
Presentations, Sales, Qualifying Prospects, Variable Annuities, Mutual Funds, ETFs, Insurance, Asset Allocation, Risk Management, Stock Market, Series 7, Series 6, Series 63, series 26, Alternative Investments
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelor of Arts, Marketing
Scott Ahonen Scott Ahonen's MetLife Investors Experience February 2009 - May 2009
Job Area Manager at Enterprise Holdings
Industry Automotive
Experience
Enterprise Holdings January 2015 - Present
Enterprise Holdings Inc. November 2010 - December 2014
Enterprise Holdings Inc. July 2010 - October 2010
Enterprise Holdings, Inc. January 2010 - June 2010
Enterprise Holdings Inc. June 2009 - December 2009
MetLife Investors February 2009 - May 2009
Summit Business Associates January 2009 - February 2009
Skills
Fleet Management, Customer Satisfaction, Sales Management, Automotive, Profit, Sales, Cold Calling, Account Management, Customer Retention, Sales Process, Vehicles, Operations Management, Team Building, Purchasing, Sales Operations, Customer Service, New Business Development, Inventory Management, Forecasting, Negotiation, Team Leadership, Leadership, Training, Management, Selling, Process Improvement
Education
Randolph-Macon College 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Salem high school
Enterprise Holdings January 2015 - Present
Enterprise Holdings Inc. November 2010 - December 2014
Enterprise Holdings Inc. July 2010 - October 2010
Enterprise Holdings, Inc. January 2010 - June 2010
Enterprise Holdings Inc. June 2009 - December 2009
MetLife Investors February 2009 - May 2009
Summit Business Associates January 2009 - February 2009
Skills
Fleet Management, Customer Satisfaction, Sales Management, Automotive, Profit, Sales, Cold Calling, Account Management, Customer Retention, Sales Process, Vehicles, Operations Management, Team Building, Purchasing, Sales Operations, Customer Service, New Business Development, Inventory Management, Forecasting, Negotiation, Team Leadership, Leadership, Training, Management, Selling, Process Improvement
Education
Randolph-Macon College 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Salem high school
Jane Eagle's MetLife Investors Experience 1990 - 2001
Job Senior Financial Executive
Industry Financial Services
Experience
Bel Air Investment Advisors 2013 - Present
National Notary Association 2007 - 2012
LoanWeb.com 2002 - 2007
MetLife Investors 1990 - 2001
Ernst & Young 1987 - 1990
Skills
Risk Management, Process Improvement, Management, Accounting, Restructuring, Cash Management, Internal Controls, Budgeting, Strategic Planning, System Implementations, Due Diligence, Employee Handbooks, Employment Law, Budgets, Contract Negotiation, Financial Analysis, Change Management, Financial Reporting, Leadership
Education
Loyola Marymount University 1983 — 1987
Bachelor of Science (B.S.), Accounting
Bel Air Investment Advisors 2013 - Present
National Notary Association 2007 - 2012
LoanWeb.com 2002 - 2007
MetLife Investors 1990 - 2001
Ernst & Young 1987 - 1990
Skills
Risk Management, Process Improvement, Management, Accounting, Restructuring, Cash Management, Internal Controls, Budgeting, Strategic Planning, System Implementations, Due Diligence, Employee Handbooks, Employment Law, Budgets, Contract Negotiation, Financial Analysis, Change Management, Financial Reporting, Leadership
Education
Loyola Marymount University 1983 — 1987
Bachelor of Science (B.S.), Accounting
Amy K Rhodes's MetLife Investors Experience April 2006 - June 2012
Job SVP Business Development at Transamerica
Industry Financial Services
Experience
Transamerica Capital August 2013 - Present
MetLife Investors April 2006 - June 2012
MetLife Investors April 2004 - April 2006
SunLife Financial 2000 - 2004
Education
Ottawa University 1987 — 1991
Bachelor of Arts (B.A.), Business/Corporate Communications
Transamerica Capital August 2013 - Present
MetLife Investors April 2006 - June 2012
MetLife Investors April 2004 - April 2006
SunLife Financial 2000 - 2004
Education
Ottawa University 1987 — 1991
Bachelor of Arts (B.A.), Business/Corporate Communications
Rosie Jones AIC, AINS, API Rosie Jones AIC, AINS, API's MetLife Investors Experience September 2005 - March 2006
Job Personal Lines Account Executive at Midwest Heritage
Industry Insurance
Experience
Midwest Heritage Insurance Services August 2014 - Present
State Auto Insurance March 2014 - August 2014
Sentry Insurance October 2011 - March 2014
Progressive Insurance May 2008 - October 2011
Diversified Investment Advisors-Division of Transamerica March 2006 - June 2008
MetLife Investors September 2005 - March 2006
Millhiser Smith March 2002 - June 2005
Metlife Auto & Home September 1996 - August 2001
Skills
Claims, Casualty, Liability, Insurance, Customer Service, Marketing, Sales, Sales Management, Commercial Insurance, Property, Health Insurance, Professional Liability, Life Insurance, Workers Compensation, Umbrella Insurance, Term Life Insurance, Whole Life, Employee Benefits, Claims Handling, 401k, Inland Marine, Property Damage, General Insurance, Leadership, Disability Insurance, Underwriting, Commercial Lines, Account Management, Claims Management, Brokers, Triathlon, Team Building, Homeowners, Sales Presentations, Liability Analysis, Employment Practices..., Property & Casualty..., Claim
Education
Kirkwood Community College
Business, Management & Marketing
Kirkwood Community College
Business, Management, Marketing, and Related Support Services
Monticello High School
Midwest Heritage Insurance Services August 2014 - Present
State Auto Insurance March 2014 - August 2014
Sentry Insurance October 2011 - March 2014
Progressive Insurance May 2008 - October 2011
Diversified Investment Advisors-Division of Transamerica March 2006 - June 2008
MetLife Investors September 2005 - March 2006
Millhiser Smith March 2002 - June 2005
Metlife Auto & Home September 1996 - August 2001
Skills
Claims, Casualty, Liability, Insurance, Customer Service, Marketing, Sales, Sales Management, Commercial Insurance, Property, Health Insurance, Professional Liability, Life Insurance, Workers Compensation, Umbrella Insurance, Term Life Insurance, Whole Life, Employee Benefits, Claims Handling, 401k, Inland Marine, Property Damage, General Insurance, Leadership, Disability Insurance, Underwriting, Commercial Lines, Account Management, Claims Management, Brokers, Triathlon, Team Building, Homeowners, Sales Presentations, Liability Analysis, Employment Practices..., Property & Casualty..., Claim
Education
Kirkwood Community College
Business, Management & Marketing
Kirkwood Community College
Business, Management, Marketing, and Related Support Services
Monticello High School
Mary Coley Mary Coley's MetLife Investors Experience April 2005 - September 2010
Job CEO
Industry Financial Services
Experience
Self-employed November 2010 - Present
MetLife Investors April 2005 - September 2010
Skills
Commercial Banking, Strategic Financial..., Punctuation, Get Along Well with...
Education
The Ohio State University 2001 — 2005
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
The Ohio State University - The Max M. Fisher College of Business 1999 — 2001
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Self-employed November 2010 - Present
MetLife Investors April 2005 - September 2010
Skills
Commercial Banking, Strategic Financial..., Punctuation, Get Along Well with...
Education
The Ohio State University 2001 — 2005
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
The Ohio State University - The Max M. Fisher College of Business 1999 — 2001
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Karen Pecorella Karen Pecorella's MetLife Investors Experience 2000 - 2007
Job Tricare Consultant at Metlife
Industry Insurance
Experience
Metlife December 2013 - Present
Metlife 2011 - 2013
Metlife May 2007 - 2011
MetLife Investors 2000 - 2007
Nathan and Lewis May 1998 - September 2000
Prudential Securities January 1998 - January 1999
First Investors Corporation 1995 - 1998
Skills
Insurance, Management, Change Management, Business Analysis, Risk Management, Process Improvement, Project Management, Financial Services, Time Management, Training, Leadership, Compliance, Employee Benefits, Auditing, Mutual Funds, Securities, Policy, Analysis, Due Diligence, Interviews, FINRA, Series 7, Life Insurance, Fixed Annuities, AML, Strategic Financial..., Financial Planning
Education
Monmouth University 1990 — 1994
Bachelor's degree
Monmouth University 1990 — 1994
BA
cedar ridge 1985 — 1989
Metlife December 2013 - Present
Metlife 2011 - 2013
Metlife May 2007 - 2011
MetLife Investors 2000 - 2007
Nathan and Lewis May 1998 - September 2000
Prudential Securities January 1998 - January 1999
First Investors Corporation 1995 - 1998
Skills
Insurance, Management, Change Management, Business Analysis, Risk Management, Process Improvement, Project Management, Financial Services, Time Management, Training, Leadership, Compliance, Employee Benefits, Auditing, Mutual Funds, Securities, Policy, Analysis, Due Diligence, Interviews, FINRA, Series 7, Life Insurance, Fixed Annuities, AML, Strategic Financial..., Financial Planning
Education
Monmouth University 1990 — 1994
Bachelor's degree
Monmouth University 1990 — 1994
BA
cedar ridge 1985 — 1989
Tim Smith, CLU, ChFC Tim Smith, CLU, ChFC's MetLife Investors Experience August 2005 - August 2007
Job Brokerage Manager, Georgetown Financial Group
Industry Financial Services
Experience
Georgetown Financial Group, Inc. November 2012 - Present
MetLife August 2007 - November 2012
MetLife Investors August 2005 - August 2007
Travelers June 1988 - July 2005
Skills
Business Planning, Estate Planning, Retirement Planning, Sales, Fixed Annuities, Financial Services, Series 6, Disability Insurance, Insurance, Retirement, Due Diligence, Wealth
Education
The American College 1988 — 1992
CLU, ChFC
University of Maryland College Park 1983 — 1987
BS, Finance
Georgetown Financial Group, Inc. November 2012 - Present
MetLife August 2007 - November 2012
MetLife Investors August 2005 - August 2007
Travelers June 1988 - July 2005
Skills
Business Planning, Estate Planning, Retirement Planning, Sales, Fixed Annuities, Financial Services, Series 6, Disability Insurance, Insurance, Retirement, Due Diligence, Wealth
Education
The American College 1988 — 1992
CLU, ChFC
University of Maryland College Park 1983 — 1987
BS, Finance
Thomas Albetta Thomas Albetta's MetLife Investors Experience 2006 - 2012
Job External Wholesaler at Advisors Financial Group
Industry Financial Services
Experience
Advisors Financial Group March 2014 - Present
MetLife Investors 2006 - 2012
The Guardian Life Insurance Company of America June 2002 - January 2006
Lincoln Benefits Group January 2001 - June 2002
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Mutual Funds, Fixed Annuities, Variable Annuities, Strategic Planning, Securities, Retirement Planning, Asset Allocation, Financial Services, Alternative Investments, Retirement, Insurance, Investments, Wealth Management, Sales
Education
University of South Carolina-Columbia 1991 — 1994
Bachelor of Arts (BA), Psychology
Pace University-Pleasantville/Briarcliff Campus 1990 — 1991
Advisors Financial Group March 2014 - Present
MetLife Investors 2006 - 2012
The Guardian Life Insurance Company of America June 2002 - January 2006
Lincoln Benefits Group January 2001 - June 2002
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Mutual Funds, Fixed Annuities, Variable Annuities, Strategic Planning, Securities, Retirement Planning, Asset Allocation, Financial Services, Alternative Investments, Retirement, Insurance, Investments, Wealth Management, Sales
Education
University of South Carolina-Columbia 1991 — 1994
Bachelor of Arts (BA), Psychology
Pace University-Pleasantville/Briarcliff Campus 1990 — 1991
Frank O'Hara's MetLife Investors Experience January 2002 - February 2008
Job Director, Enterprise Sales and Account Management
Industry Information Technology and Services
Experience
VERISIGN SECURITY SERVICES May 2011 - Present
Pacer Financial February 2008 - April 2011
MetLife Investors January 2002 - February 2008
Pacific Life 1999 - 2001
PLANCO 1987 - 1999
Skills
Salesforce.com, SaaS, New Business Development, Solution Selling, Account Management, Strategic Partnerships, Sales Process, Sales, Sales Management, Key Account Management, Business Intelligence, Management
Education
Mount Saint Mary's College 1979 — 1983
BS, Business and Finance
Red Bank Catholic HS 1975 — 1979
VERISIGN SECURITY SERVICES May 2011 - Present
Pacer Financial February 2008 - April 2011
MetLife Investors January 2002 - February 2008
Pacific Life 1999 - 2001
PLANCO 1987 - 1999
Skills
Salesforce.com, SaaS, New Business Development, Solution Selling, Account Management, Strategic Partnerships, Sales Process, Sales, Sales Management, Key Account Management, Business Intelligence, Management
Education
Mount Saint Mary's College 1979 — 1983
BS, Business and Finance
Red Bank Catholic HS 1975 — 1979
Aaron Andrews Aaron Andrews's MetLife Investors Experience May 2001 - March 2004
Job Chief Engineer at EMC2Data
Industry Real Estate
Experience
EMC2Data March 2011 - Present
VMware November 2010 - March 2011
A & S Consulting November 2009 - November 2010
Adjility Consulting May 2009 - January 2010
First American Corporation November 2006 - March 2009
DumontDuneRiders.com 2004 - January 2009
First American Default Technologies March 2004 - November 2006
MetLife Investors May 2001 - March 2004
Epoch Internet 2001 - 2001
Ingram Micro 1995 - 1997
Education
San Diego State University-California State University 1990 — 1991
EMC2Data March 2011 - Present
VMware November 2010 - March 2011
A & S Consulting November 2009 - November 2010
Adjility Consulting May 2009 - January 2010
First American Corporation November 2006 - March 2009
DumontDuneRiders.com 2004 - January 2009
First American Default Technologies March 2004 - November 2006
MetLife Investors May 2001 - March 2004
Epoch Internet 2001 - 2001
Ingram Micro 1995 - 1997
Education
San Diego State University-California State University 1990 — 1991
Alyse Cooke Alyse Cooke's MetLife Investors Experience January 2004 - May 2007
Job Experienced Insurance Specialist
Industry Insurance
Experience
Pacific Life June 2011 - Present
Dempsey & Associates, Inc. May 2007 - June 2011
MetLife Investors January 2004 - May 2007
Education
Point Park University 1997 — 1998
Simsbury High School 1994 — 1997
Diploma
Pacific Life June 2011 - Present
Dempsey & Associates, Inc. May 2007 - June 2011
MetLife Investors January 2004 - May 2007
Education
Point Park University 1997 — 1998
Simsbury High School 1994 — 1997
Diploma
Deborah Carr's MetLife Investors Experience August 2015 - Present
Job AVP; Key Programs at MetLife Investors
Industry Financial Services
Experience
MetLife Investors August 2015 - Present
QBE North America February 2010 - February 2014
Madison Square Investors January 2008 - February 2010
Corbin Capital Partners, L.P. November 2006 - December 2007
Amaranth October 2003 - September 2006
Deutsche Bank 2002 - 2003
Skills
Project Management, Requirements Analysis, Leadership, Web Development, Streamlining, Equities, Risk Management, Portfolio Management, Fixed Income, Capital Markets, Derivatives, Asset Managment, Bloomberg, Process Improvement, Investments, Financial Analysis, Options, Financial Modeling, FX Options, Financial Services, Valuation, Accounting, Business Analysis, Financial Reporting, Investment Management, Asset Management, Treasury Management, Finance, Financial Risk
Education
Hofstra University 2000 — 2002
BBA, Business Computer Information Systems & QM
State University of New York College at Cortland 1998 — 2000
East Meadow High School
MetLife Investors August 2015 - Present
QBE North America February 2010 - February 2014
Madison Square Investors January 2008 - February 2010
Corbin Capital Partners, L.P. November 2006 - December 2007
Amaranth October 2003 - September 2006
Deutsche Bank 2002 - 2003
Skills
Project Management, Requirements Analysis, Leadership, Web Development, Streamlining, Equities, Risk Management, Portfolio Management, Fixed Income, Capital Markets, Derivatives, Asset Managment, Bloomberg, Process Improvement, Investments, Financial Analysis, Options, Financial Modeling, FX Options, Financial Services, Valuation, Accounting, Business Analysis, Financial Reporting, Investment Management, Asset Management, Treasury Management, Finance, Financial Risk
Education
Hofstra University 2000 — 2002
BBA, Business Computer Information Systems & QM
State University of New York College at Cortland 1998 — 2000
East Meadow High School
Nicole Oberreuter Rodi's MetLife Investors Experience November 2000 - February 2002
Job Consultant, Technology Coordinator, Trainer, FileMaker Certified Developer
Industry Information Technology and Services
Experience
Oberreuter Rodi Consulting January 2009 - Present
Weed Union Elementary School October 2009 - October 2011
Farmhill Inc December 2009 - July 2011
Lennar Corporation November 2004 - April 2007
The Creative Group February 2002 - October 2004
MetLife Investors November 2000 - February 2002
C. T. Whitney January 1997 - July 2000
Kimco Personnel Services January 1995 - January 1997
Princeton University August 1991 - July 1995
Skills
FileMaker, Graphic Design, Photoshop, Adobe Creative Suite, Illustrator, InDesign, Mac, Research, Teaching, Mac OS X, Social Networking, Training, Marketing, Advertising, Budgets, Social Media Marketing, Blogging, OS X
Education
Princeton University
BA degree
Oberreuter Rodi Consulting January 2009 - Present
Weed Union Elementary School October 2009 - October 2011
Farmhill Inc December 2009 - July 2011
Lennar Corporation November 2004 - April 2007
The Creative Group February 2002 - October 2004
MetLife Investors November 2000 - February 2002
C. T. Whitney January 1997 - July 2000
Kimco Personnel Services January 1995 - January 1997
Princeton University August 1991 - July 1995
Skills
FileMaker, Graphic Design, Photoshop, Adobe Creative Suite, Illustrator, InDesign, Mac, Research, Teaching, Mac OS X, Social Networking, Training, Marketing, Advertising, Budgets, Social Media Marketing, Blogging, OS X
Education
Princeton University
BA degree
Jay Webb's MetLife Investors Experience July 2008 - August 2009
Job Team Lead at ClearSource BPO
Industry Education Management
Experience
ClearSource BPO June 2010 - Present
MetLife Investors July 2008 - August 2009
Education
Southern Utah University 1999 — 2003
ClearSource BPO June 2010 - Present
MetLife Investors July 2008 - August 2009
Education
Southern Utah University 1999 — 2003
Kim Spangler's MetLife Investors Experience July 2005 - July 2010
Job Founder, Owner, President at ONE COOL COW
Industry Food & Beverages
Experience
ONE COOL COW July 2013 - Present
Load Your Bases September 2012 - June 2013
Capstone Asset Management September 2010 - June 2011
MetLife Investors July 2005 - July 2010
Travelers Life & Annuity November 1996 - July 2005
Morgan Stanley Smith Barney 1992 - 2002
Sutro & Co. 1989 - 1991
Skills
Event Planning, Marketing, Social Media, Marketing Communications, Social Media Marketing, Sales, Social Networking, New Business Development, Marketing Strategy, Sales Presentations, Account Management, Public Speaking, Strategic Planning, Product Marketing, Financial Services
Education
University of San Francisco
Advanced Social Medial Certificate Program, Marketing
University of Arizona
Bachelor of Arts, Political Science, Business
ONE COOL COW July 2013 - Present
Load Your Bases September 2012 - June 2013
Capstone Asset Management September 2010 - June 2011
MetLife Investors July 2005 - July 2010
Travelers Life & Annuity November 1996 - July 2005
Morgan Stanley Smith Barney 1992 - 2002
Sutro & Co. 1989 - 1991
Skills
Event Planning, Marketing, Social Media, Marketing Communications, Social Media Marketing, Sales, Social Networking, New Business Development, Marketing Strategy, Sales Presentations, Account Management, Public Speaking, Strategic Planning, Product Marketing, Financial Services
Education
University of San Francisco
Advanced Social Medial Certificate Program, Marketing
University of Arizona
Bachelor of Arts, Political Science, Business
Lori Allen Remington's MetLife Investors Experience June 2006 - October 2007
Job Marketing Coordinator at the Hartford Symphony Orchestra
Industry Marketing and Advertising
Experience
The Hartford Symphony Orchestra October 2007 - May 2009
MetLife Investors June 2006 - October 2007
Advest, Inc. October 2002 - November 2005
CMP Media 1999 - 2001
Skills
Marketing Communications, Event Planning, Non-profits, Copywriting, Email Marketing, Public Relations, Marketing, Advertising, Social Media Marketing
Education
Saint Mary's College 1994 — 1998
BA
The Hartford Symphony Orchestra October 2007 - May 2009
MetLife Investors June 2006 - October 2007
Advest, Inc. October 2002 - November 2005
CMP Media 1999 - 2001
Skills
Marketing Communications, Event Planning, Non-profits, Copywriting, Email Marketing, Public Relations, Marketing, Advertising, Social Media Marketing
Education
Saint Mary's College 1994 — 1998
BA
Jen Stemkowski's MetLife Investors Experience June 2008 - Present
Job
Industry Financial Services
Experience
MetLife Investors June 2008 - Present
South Beach Swimsuits April 2003 - May 2008
Education
The University of Connecticut School of Business 2003 — 2007
MetLife Investors June 2008 - Present
South Beach Swimsuits April 2003 - May 2008
Education
The University of Connecticut School of Business 2003 — 2007
Scott Sadar, CFP®, CLU, ChFC, CASL's MetLife Investors Experience 2004 - March 2008
Job CFP®
Industry Financial Services
Experience
Somerset Wealth Strategies March 2009 - Present
MetLife March 2008 - October 2008
MetLife Investors 2004 - March 2008
Jackson National Life August 2001 - August 2004
Jackson National Life June 2000 - July 2001
Education
The American College 2000 — 2008
Financial Services
Ohio University 1996 — 2000
Somerset Wealth Strategies March 2009 - Present
MetLife March 2008 - October 2008
MetLife Investors 2004 - March 2008
Jackson National Life August 2001 - August 2004
Jackson National Life June 2000 - July 2001
Education
The American College 2000 — 2008
Financial Services
Ohio University 1996 — 2000
Kevin Raymond's MetLife Investors Experience September 2012 - June 2014
Job Freelance Graphic Designer at Edwards Lifesciences
Industry Marketing and Advertising
Experience
Edwards Lifesciences June 2014 - Present
MetLife Investors September 2012 - June 2014
MetLife Investors (via Aquent) February 2008 - September 2012
CAPS Association, Inc. January 2007 - February 2008
CAPS Association, Inc. May 2004 - January 2007
Aquent March 2002 - May 2004
Prudential Real Estate September 1999 - March 2002
Prudential Relocation September 1995 - February 1999
Skills
Graphic Design, InDesign, Email Marketing, Illustrator, Photoshop, Creative Direction, Brochures, Marketing, Marketing Communications, Brand Development, Direct Mail, Photography, Concept Development, Logo Design, Art Direction, Graphics, Adobe Creative Suite, Social Media Marketing
Education
Ithaca College 1987 — 1991
Bachelor of Science (B.S.), Corporate Communications Design
Greenwich High School 1984 — 1987
Edwards Lifesciences June 2014 - Present
MetLife Investors September 2012 - June 2014
MetLife Investors (via Aquent) February 2008 - September 2012
CAPS Association, Inc. January 2007 - February 2008
CAPS Association, Inc. May 2004 - January 2007
Aquent March 2002 - May 2004
Prudential Real Estate September 1999 - March 2002
Prudential Relocation September 1995 - February 1999
Skills
Graphic Design, InDesign, Email Marketing, Illustrator, Photoshop, Creative Direction, Brochures, Marketing, Marketing Communications, Brand Development, Direct Mail, Photography, Concept Development, Logo Design, Art Direction, Graphics, Adobe Creative Suite, Social Media Marketing
Education
Ithaca College 1987 — 1991
Bachelor of Science (B.S.), Corporate Communications Design
Greenwich High School 1984 — 1987
Julie Lyle's MetLife Investors Experience 2010 - 2011
Job Mortgage Loan Officer at Trustmark National Bank
Industry Retail
Experience
Trustmark Mortgage September 2013 - Present
Dogs and Butterflies, LLC April 2012 - Present
MetLife Investors 2010 - 2011
Concord Financial Group October 2005 - January 2010
SouthTrust Bank 1993 - 2005
Skills
Investments, Real Estate, Mortgage Lending, Credit, Negotiation, Sales, Loans, Strategic Planning, New Business Development, Customer Service, Banking, Sales Management, Public Speaking, Team Building, Investment Properties, Underwriting, Commercial Lending, First Time Home Buyers, Mortgage Banking, Small Business, Insurance, Training, Leadership, Social Networking, Loan Origination, Refinance, Social Media Marketing, Budgets
Education
Samford University 1988 — 1992
Bachelor's of Science in Business Administraton, Management and Marketing
Tallgrass Animal Acupressure Institute
Small Animal Acupressure
Trustmark Mortgage September 2013 - Present
Dogs and Butterflies, LLC April 2012 - Present
MetLife Investors 2010 - 2011
Concord Financial Group October 2005 - January 2010
SouthTrust Bank 1993 - 2005
Skills
Investments, Real Estate, Mortgage Lending, Credit, Negotiation, Sales, Loans, Strategic Planning, New Business Development, Customer Service, Banking, Sales Management, Public Speaking, Team Building, Investment Properties, Underwriting, Commercial Lending, First Time Home Buyers, Mortgage Banking, Small Business, Insurance, Training, Leadership, Social Networking, Loan Origination, Refinance, Social Media Marketing, Budgets
Education
Samford University 1988 — 1992
Bachelor's of Science in Business Administraton, Management and Marketing
Tallgrass Animal Acupressure Institute
Small Animal Acupressure
Chris McCaffrey's MetLife Investors Experience July 2008 - July 2011
Job Project Manager
Industry Hospital & Health Care
Experience
Apria Healthcare February 2015 - Present
Panoramic Software, Inc. September 2012 - October 2014
Apria Healthcare September 2011 - March 2012
MetLife Investors July 2008 - July 2011
Skills
Business Intelligence, SDLC, SQL, Process Improvement, Microsoft SQL Server, Database Design, Visio, C#, SharePoint, Software Documentation, Business Requirements, Business Analysis, Requirements Analysis, Project Management, CRM, Databases, Agile Project Management, Data Analysis, Customer Service, Insurance, Agile Methodologies, Vendor Management, Microsoft Office, Account Management, Salesforce.com, Change Management, Project Planning, Software Project..., Software Development
Education
National University
Bachelor's Degree, Behavioral Sciences
The University of Georgia
Apria Healthcare February 2015 - Present
Panoramic Software, Inc. September 2012 - October 2014
Apria Healthcare September 2011 - March 2012
MetLife Investors July 2008 - July 2011
Skills
Business Intelligence, SDLC, SQL, Process Improvement, Microsoft SQL Server, Database Design, Visio, C#, SharePoint, Software Documentation, Business Requirements, Business Analysis, Requirements Analysis, Project Management, CRM, Databases, Agile Project Management, Data Analysis, Customer Service, Insurance, Agile Methodologies, Vendor Management, Microsoft Office, Account Management, Salesforce.com, Change Management, Project Planning, Software Project..., Software Development
Education
National University
Bachelor's Degree, Behavioral Sciences
The University of Georgia
Scott Ferrette's MetLife Investors Experience June 2008 - January 2011
Job Regional Vice President at SmartTrust®
Industry Financial Services
Experience
SmartTrust® May 2014 - Present
Alternative Investment Distributor January 2013 - May 2014
Alternative Investment Distributor January 2011 - December 2012
MetLife Investors June 2008 - January 2011
Skills
Variable Annuities, Series 6, Series 63, Series 7, Fixed Annuities, Mutual Funds, Wealth Management, Investments, Retirement, Retirement Planning, Alternative Investments, Series 65, Financial Advisory, Asset Allocation, Securities, Uniform Combined State..., Investment Strategies, IRAs, 401k, Series 24, Life Insurance, FINRA, Investment Advisory, 401k Rollovers
Education
University of Arizona, Eller College of Management 1999 — 2003
BS, Management
SmartTrust® May 2014 - Present
Alternative Investment Distributor January 2013 - May 2014
Alternative Investment Distributor January 2011 - December 2012
MetLife Investors June 2008 - January 2011
Skills
Variable Annuities, Series 6, Series 63, Series 7, Fixed Annuities, Mutual Funds, Wealth Management, Investments, Retirement, Retirement Planning, Alternative Investments, Series 65, Financial Advisory, Asset Allocation, Securities, Uniform Combined State..., Investment Strategies, IRAs, 401k, Series 24, Life Insurance, FINRA, Investment Advisory, 401k Rollovers
Education
University of Arizona, Eller College of Management 1999 — 2003
BS, Management
Jason Robisch's MetLife Investors Experience October 2010 - Present
Job Associate Director at MetLife Investors
Industry Real Estate
Experience
MetLife Investors October 2010 - Present
Meadowlands Management LLC November 2007 - October 2010
Citigroup Property Investors 2005 - 2007
Vornado 2000 - 2005
Friedman LLP 1998 - 2000
Skills
Financial Analysis, Finance, Management, Valuation, Due Diligence, Financial Reporting, Financial Modeling, Leadership, Analysis, Asset Management, Budgets
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Finance
University at Albany, SUNY 1994 — 1998
BA, Accounting/Business
MetLife Investors October 2010 - Present
Meadowlands Management LLC November 2007 - October 2010
Citigroup Property Investors 2005 - 2007
Vornado 2000 - 2005
Friedman LLP 1998 - 2000
Skills
Financial Analysis, Finance, Management, Valuation, Due Diligence, Financial Reporting, Financial Modeling, Leadership, Analysis, Asset Management, Budgets
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Finance
University at Albany, SUNY 1994 — 1998
BA, Accounting/Business
Casey Abbott's MetLife Investors Experience May 2004 - June 2005
Job Director Investment Product Sales TIAACREF
Industry Insurance
Experience
TIAA-CREF October 2012 - Present
Minnesota Life April 2011 - October 2012
American General December 2006 - March 2011
Summit Financial Group November 2005 - November 2006
U.S. Advisor June 2005 - November 2005
MetLife Investors May 2004 - June 2005
Education
St. Mary's University
Bachelor of Business Administration, Corporate Financial Management
TIAA-CREF October 2012 - Present
Minnesota Life April 2011 - October 2012
American General December 2006 - March 2011
Summit Financial Group November 2005 - November 2006
U.S. Advisor June 2005 - November 2005
MetLife Investors May 2004 - June 2005
Education
St. Mary's University
Bachelor of Business Administration, Corporate Financial Management
Amanda Rasmussen's MetLife Investors Experience March 2001 - Present
Job Senior Sales Training Consultant at MetLife Investors
Industry Financial Services
Experience
MetLife Investors March 2001 - Present
Education
Michigan State University 1995 — 1999
MetLife Investors March 2001 - Present
Education
Michigan State University 1995 — 1999
Gregory Pike's MetLife Investors Experience December 2011 - March 2012
Job Operations Manager at Julien Farel Group
Industry Financial Services
Experience
Julien Farel Group November 2014 - Present
Independent Consultant April 2013 - Present
Merrill Lynch June 2012 - April 2013
MetLife Investors December 2011 - March 2012
Harrington Capital Management LLC April 2011 - August 2011
Morgan Stanley Smith Barney November 2007 - April 2011
Bear Stearns January 2006 - November 2007
Reebok Sports Club 1996 - 2007
Cantor Fitzgerald August 2005 - January 2006
Skills
Valuation, Finance, Investments, Hedge Funds, Portfolio Management, Venture Capital, Investment Strategies, Retirement Planning, Financial Advisory, Private Equity, Equities, Series 63, Series 7, Strategic Planning, High Net Worth..., Asset Management, Financial Modeling, Investment Banking, Alternative Investments, Strategic Financial..., Fixed Income, Asset Allocation, Capital Markets, Investment Advisory, Securities, Mutual Funds, Wealth Management, New Business Development, Financial Analysis, Financial Planning
Education
Ithaca College
Bachelor's of Science
Julien Farel Group November 2014 - Present
Independent Consultant April 2013 - Present
Merrill Lynch June 2012 - April 2013
MetLife Investors December 2011 - March 2012
Harrington Capital Management LLC April 2011 - August 2011
Morgan Stanley Smith Barney November 2007 - April 2011
Bear Stearns January 2006 - November 2007
Reebok Sports Club 1996 - 2007
Cantor Fitzgerald August 2005 - January 2006
Skills
Valuation, Finance, Investments, Hedge Funds, Portfolio Management, Venture Capital, Investment Strategies, Retirement Planning, Financial Advisory, Private Equity, Equities, Series 63, Series 7, Strategic Planning, High Net Worth..., Asset Management, Financial Modeling, Investment Banking, Alternative Investments, Strategic Financial..., Fixed Income, Asset Allocation, Capital Markets, Investment Advisory, Securities, Mutual Funds, Wealth Management, New Business Development, Financial Analysis, Financial Planning
Education
Ithaca College
Bachelor's of Science
Bill Rader's MetLife Investors Experience 1997 - 2002
Job National Sales Manager, Territory Sales at American Century Investments
Industry Financial Services
Experience
American Century Investments December 2013 - Present
Goldman Sachs Asset Management 2009 - 2013
Goldman Sachs Asset Management 2002 - 2009
MetLife Investors 1997 - 2002
Skills
Series 63, Series 7, FINRA, Alternative Investments, Mutual Funds, Series 24, Investments, Investment Management, Investment Strategies, Options, Marketing Strategy, Sales Management, Fixed Income, Hedge Funds, Leadership, Leadership Development
Education
Lycoming College 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
American Century Investments December 2013 - Present
Goldman Sachs Asset Management 2009 - 2013
Goldman Sachs Asset Management 2002 - 2009
MetLife Investors 1997 - 2002
Skills
Series 63, Series 7, FINRA, Alternative Investments, Mutual Funds, Series 24, Investments, Investment Management, Investment Strategies, Options, Marketing Strategy, Sales Management, Fixed Income, Hedge Funds, Leadership, Leadership Development
Education
Lycoming College 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Robert Guilford's MetLife Investors Experience May 2002 - September 2002
Job Real Estate Investment & Management Executive
Industry Real Estate
Experience
Danbe Partners September 2007 - Present
New Faze Development, Inc. May 2005 - September 2007
Strand Capital, Inc. May 2003 - May 2005
MetLife Investors May 2002 - September 2002
Warburg Pincus May 1998 - June 2001
Colony Capital June 1993 - April 1998
Education
UCLA Anderson School of Management 2001 — 2003
Pepperdine University 1991 — 1993
B.S., Business Administration
Danbe Partners September 2007 - Present
New Faze Development, Inc. May 2005 - September 2007
Strand Capital, Inc. May 2003 - May 2005
MetLife Investors May 2002 - September 2002
Warburg Pincus May 1998 - June 2001
Colony Capital June 1993 - April 1998
Education
UCLA Anderson School of Management 2001 — 2003
Pepperdine University 1991 — 1993
B.S., Business Administration
Kumi Berkheimer-Smalanskas's MetLife Investors Experience January 2000 - July 2001
Job SVP Santander Investment Services
Industry Financial Services
Experience
Santander Investment Services January 2002 - Present
Independent Financial Services Limited January 2002 - February 2005
Bankmark July 2001 - November 2001
Metlife Investors January 2000 - July 2001
Security First Group January 1996 - December 1999
Education
Penn State University 1998 — 2000
MBA, Business
Penn State University 1991 — 1993
BS, Finance
Zama American High School
Santander Investment Services January 2002 - Present
Independent Financial Services Limited January 2002 - February 2005
Bankmark July 2001 - November 2001
Metlife Investors January 2000 - July 2001
Security First Group January 1996 - December 1999
Education
Penn State University 1998 — 2000
MBA, Business
Penn State University 1991 — 1993
BS, Finance
Zama American High School
James Bossert's MetLife Investors Experience 2003 - 2007
Job Senior Vice President at Jackson National Life
Industry Insurance
Experience
Jackson National Life Distributors LLC May 2007 - February 2015
MetLife Investors 2003 - 2007
MetLife 1997 - 2007
New England Financial 1986 - 1997
Coopers & Lybrand July 1975 - April 1986
Skills
Fixed Annuities, Insurance, Series 6, Series 63
Education
Michigan State University - The Eli Broad College of Business 1971 — 1975
BA, Accounting
Jackson National Life Distributors LLC May 2007 - February 2015
MetLife Investors 2003 - 2007
MetLife 1997 - 2007
New England Financial 1986 - 1997
Coopers & Lybrand July 1975 - April 1986
Skills
Fixed Annuities, Insurance, Series 6, Series 63
Education
Michigan State University - The Eli Broad College of Business 1971 — 1975
BA, Accounting
Katie Dellegrotti's MetLife Investors Experience May 2010 - October 2013
Job National Account Executive at JCDecaux
Industry Marketing and Advertising
Experience
JCDecaux September 2014 - Present
CBS Outdoor October 2013 - April 2014
MetLife Investors May 2010 - October 2013
MetLife Investors August 2007 - May 2010
MetLife Investors December 2006 - August 2007
MetLife Investors December 2005 - December 2006
Skills
Sales, Sales Prospecting, Sales Management, Marketing, Account Management, Leadership, Negotiation, Strategy, OOH, Management, Relationship Management, CRM, Project Management, Business Development, Advertising, Digital Media, Process Improvement, Selling, Generating Revenue, Training, Contract Management, Sales Presentations, People Development, Managing Agency..., Marketing Strategy, Insurance
Education
University of California, Irvine 2001 — 2005
BA, Psychology & Social Behavior
University of California, Irvine 2001 — 2005
Bachelor of Arts (B.A.), Dance
JCDecaux September 2014 - Present
CBS Outdoor October 2013 - April 2014
MetLife Investors May 2010 - October 2013
MetLife Investors August 2007 - May 2010
MetLife Investors December 2006 - August 2007
MetLife Investors December 2005 - December 2006
Skills
Sales, Sales Prospecting, Sales Management, Marketing, Account Management, Leadership, Negotiation, Strategy, OOH, Management, Relationship Management, CRM, Project Management, Business Development, Advertising, Digital Media, Process Improvement, Selling, Generating Revenue, Training, Contract Management, Sales Presentations, People Development, Managing Agency..., Marketing Strategy, Insurance
Education
University of California, Irvine 2001 — 2005
BA, Psychology & Social Behavior
University of California, Irvine 2001 — 2005
Bachelor of Arts (B.A.), Dance
Brett McIlveen's MetLife Investors Experience February 2006 - October 2006
Job DISTRICT MANAGER RETIREMENT SERVICES
Industry Financial Services
Experience
ADP December 2014 - Present
ADP December 2014 - Present
Sportscare Institute July 2009 - November 2013
AXA Distributors November 2006 - March 2009
MetLife Investors February 2006 - October 2006
Skills
Marketing, New Business Development, Sales, Insurance, Management, CRM, Sales Operations, Sales Management, Leadership, Customer Service, Cold Calling, Salesforce.com, Marketing Strategy, Human Resources
Education
Rutgers University-New Brunswick
Rutgers University-New Brunswick
BS, Sociology
ADP December 2014 - Present
ADP December 2014 - Present
Sportscare Institute July 2009 - November 2013
AXA Distributors November 2006 - March 2009
MetLife Investors February 2006 - October 2006
Skills
Marketing, New Business Development, Sales, Insurance, Management, CRM, Sales Operations, Sales Management, Leadership, Customer Service, Cold Calling, Salesforce.com, Marketing Strategy, Human Resources
Education
Rutgers University-New Brunswick
Rutgers University-New Brunswick
BS, Sociology
Chris Slawsky's MetLife Investors Experience 2002 - 2007
Job First Vice President, Divisional Manager at Carey Financial, LLC
Industry Financial Services
Experience
Carey Financial, LLC January 2015 - Present
Carey Financial, LLC November 2010 - Present
Paychex June 2009 - November 2010
Financial Marketing Group May 2008 - May 2009
Direct Capital Securities 2007 - 2008
MetLife Investors 2002 - 2007
Education
Trinity College-Hartford 1994 — 1997
BA, Economics
Carey Financial, LLC January 2015 - Present
Carey Financial, LLC November 2010 - Present
Paychex June 2009 - November 2010
Financial Marketing Group May 2008 - May 2009
Direct Capital Securities 2007 - 2008
MetLife Investors 2002 - 2007
Education
Trinity College-Hartford 1994 — 1997
BA, Economics
David J Schrank's MetLife Investors Experience August 2001 - August 2004
Job Personal Financial Representative at Myles Financial
Industry Financial Services
Experience
Myles Financial Services July 2012 - Present
Allstate September 2004 - July 2012
MetLife Investors August 2001 - August 2004
Skills
Insurance, Stock Market, Stock Trading, Life Insurance, Mutual Funds, Term Life Insurance, Fixed Annuities, Variable Annuities, IRAs, Wealth Management, Investments, Retirement, Long Term Care Insurance, Wealth Accumulation, Retirement Planning, Roth IRA, Series 7, Financial Consulting, Whole Life, Health Insurance, Financial Advisory, Disability Insurance, 401k, Long-term Care
Education
SUNY at Buffalo 1990 — 1992
Bachelor's degree, Marketing
RCC 1988 — 1990
Assoicates, Specialized Sales, Merchandising and Marketing Operations
Myles Financial Services July 2012 - Present
Allstate September 2004 - July 2012
MetLife Investors August 2001 - August 2004
Skills
Insurance, Stock Market, Stock Trading, Life Insurance, Mutual Funds, Term Life Insurance, Fixed Annuities, Variable Annuities, IRAs, Wealth Management, Investments, Retirement, Long Term Care Insurance, Wealth Accumulation, Retirement Planning, Roth IRA, Series 7, Financial Consulting, Whole Life, Health Insurance, Financial Advisory, Disability Insurance, 401k, Long-term Care
Education
SUNY at Buffalo 1990 — 1992
Bachelor's degree, Marketing
RCC 1988 — 1990
Assoicates, Specialized Sales, Merchandising and Marketing Operations
Mark Bohn's MetLife Investors Experience April 2001 - December 2005
Job Crossroads Capital Distributors representing VOYA Financial
Industry Financial Services
Experience
Voya Financial September 2014 - Present
Midwood Financial April 2009 - September 2014
FNB Wealth Management October 2008 - April 2009
Janus Captial Group February 2006 - September 2008
MetLife Investors April 2001 - December 2005
Hartford Leaders Group May 1999 - April 2001
AIM Management Group January 1996 - May 1999
Education
Stephen F. Austin State University 1991 — 1995
BBA, Marketing
Voya Financial September 2014 - Present
Midwood Financial April 2009 - September 2014
FNB Wealth Management October 2008 - April 2009
Janus Captial Group February 2006 - September 2008
MetLife Investors April 2001 - December 2005
Hartford Leaders Group May 1999 - April 2001
AIM Management Group January 1996 - May 1999
Education
Stephen F. Austin State University 1991 — 1995
BBA, Marketing
Michael Kepesky, JD CFP® CLU® ChFC®'s MetLife Investors Experience June 2010 - June 2012
Job AXA Distributors; Vice President and National Sales DirectorLife Brokerage
Industry Financial Services
Experience
MetLife Premier Client Group June 2012 - December 2014
MetLife Investors June 2010 - June 2012
MetLife Premier Client Group May 2009 - June 2010
Regional Broker Dealer 2007 - 2009
MetLife Investors 2005 - 2007
MetLife Investors 2002 - 2004
MetLife 1991 - 2001
MetLife 1988 - 1990
Skills
Insurance, Life Insurance, Management, Mutual Funds, Retirement Planning, Series 7, Investments, Financial Planning, Sales, Sales Leadership, Annuities, Wholesaling, Third Party Distribution, Tax & Legal Issues, Public Speaking, Marketing, Training, Compliance, New Product Launch, Pricing, Financial Services, Disability Insurance
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1985 — 1988
JD, Law
Arkansas Tech University 1980 — 1984
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
MetLife Premier Client Group June 2012 - December 2014
MetLife Investors June 2010 - June 2012
MetLife Premier Client Group May 2009 - June 2010
Regional Broker Dealer 2007 - 2009
MetLife Investors 2005 - 2007
MetLife Investors 2002 - 2004
MetLife 1991 - 2001
MetLife 1988 - 1990
Skills
Insurance, Life Insurance, Management, Mutual Funds, Retirement Planning, Series 7, Investments, Financial Planning, Sales, Sales Leadership, Annuities, Wholesaling, Third Party Distribution, Tax & Legal Issues, Public Speaking, Marketing, Training, Compliance, New Product Launch, Pricing, Financial Services, Disability Insurance
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1985 — 1988
JD, Law
Arkansas Tech University 1980 — 1984
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Shay Nothman's MetLife Investors Experience 2006 - 2008
Job Personal Jeweler at Shay's Tiny Treasures
Industry Retail
Experience
Shay's Tiny Treasures, LLC January 2009 - Present
MetLife Investors 2006 - 2008
MetLife Investors 2004 - 2006
MetLife Investors 2003 - 2004
MetLife Investors 2002 - 2003
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA
St. Margaret's
Shay's Tiny Treasures, LLC January 2009 - Present
MetLife Investors 2006 - 2008
MetLife Investors 2004 - 2006
MetLife Investors 2003 - 2004
MetLife Investors 2002 - 2003
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA
St. Margaret's
Rhonda McCurry's MetLife Investors Experience Investment RepresentativeEdward JonesAugust 1996 - May 2002
Job Investment Advisor at MetLife Investors
Industry Financial Services
Experience
MetLife Investors Investment RepresentativeEdward JonesAugust 1996 - May 2002
Education
Kent State University
MetLife Investors Investment RepresentativeEdward JonesAugust 1996 - May 2002
Education
Kent State University
Gina Bouroutis (Hatzilambros)'s MetLife Investors Experience July 2007 - February 2009
Job Insurance Professional
Industry Insurance
Matt Jameson's MetLife Investors Experience 2004 - 2007
Job Senior Vice President Financial Investment Distribution Company
Industry Financial Services
Experience
A Financial Investment Distribution Company July 2015 - Present
A Financial Investment Product Distribution Company January 2011 - Present
KBS Capital Markets Group February 2008 - December 2010
MetLife Investors 2004 - 2007
Skills
Series 7, Series 63, Series 6, REIT, Alternative Investments, Separately Managed..., Financial Services, FINRA, Sales, Relationship Management
Education
Miami University 1999 — 2003
Bachelor of Arts and Sciences
A Financial Investment Distribution Company July 2015 - Present
A Financial Investment Product Distribution Company January 2011 - Present
KBS Capital Markets Group February 2008 - December 2010
MetLife Investors 2004 - 2007
Skills
Series 7, Series 63, Series 6, REIT, Alternative Investments, Separately Managed..., Financial Services, FINRA, Sales, Relationship Management
Education
Miami University 1999 — 2003
Bachelor of Arts and Sciences
Eric Schrama's MetLife Investors Experience September 2003 - September 2004
Job Managing Director at Seer Capital Management
Industry Financial Services
Experience
Seer Capital Management January 2009 - Present
Morgan Stanley October 2004 - November 2008
MetLife Investors September 2003 - September 2004
Visto October 2000 - July 2003
Union Square Technology January 1998 - March 2000
Micro Modeling Associates October 1995 - December 1997
Education
State University of New York at Stony Brook
BS, Computer Science
Seer Capital Management January 2009 - Present
Morgan Stanley October 2004 - November 2008
MetLife Investors September 2003 - September 2004
Visto October 2000 - July 2003
Union Square Technology January 1998 - March 2000
Micro Modeling Associates October 1995 - December 1997
Education
State University of New York at Stony Brook
BS, Computer Science
Jeff Maher's MetLife Investors Experience September 2000 - March 2006
Job Senior Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors September 2014 - Present
MFS Fund Distributors, Inc. April 2006 - August 2014
MetLife Investors September 2000 - March 2006
Skills
Mutual Funds, Business Development, Separately Managed..., Investment Strategies, Client Aquisition, Client Seminars
Education
University of Kansas 1985 — 1989
B.S., Journalism
Rockhurst High School 1981 — 1985
Mariner Wealth Advisors September 2014 - Present
MFS Fund Distributors, Inc. April 2006 - August 2014
MetLife Investors September 2000 - March 2006
Skills
Mutual Funds, Business Development, Separately Managed..., Investment Strategies, Client Aquisition, Client Seminars
Education
University of Kansas 1985 — 1989
B.S., Journalism
Rockhurst High School 1981 — 1985
James Bitter's MetLife Investors Experience 2006 - 2007
Job Managing Director, NonProfit Practice Leader at MassMutual Financial Group
Industry Financial Services
Experience
The Hartford 2010 - December 2012
Retirement Plan Industry Consultant 2009 - 2010
Metropolitan Life Insurance Company 2007 - 2009
MetLife Investors 2006 - 2007
Travelers Life & Annuity 2005 - 2006
Travelers Life & Annuity July 1980 - 2005
Skills
Annuity Sales and Sales..., Retirement Plan Sales..., Life Sales and Sales..., Team Leadership, Staff Development, Results Oriented, Customer Relations, New Business Development, Organizational..., Strategic Planning, Customer Service, Series 24, Series 7, Series 6, series 63, Retirement Planning, Series 63, Investments, CRM, Fixed Annuities, Pensions, Insurance, 401k
Education
Miami University
Bachelors of Arts, Political Science
The Hartford 2010 - December 2012
Retirement Plan Industry Consultant 2009 - 2010
Metropolitan Life Insurance Company 2007 - 2009
MetLife Investors 2006 - 2007
Travelers Life & Annuity 2005 - 2006
Travelers Life & Annuity July 1980 - 2005
Skills
Annuity Sales and Sales..., Retirement Plan Sales..., Life Sales and Sales..., Team Leadership, Staff Development, Results Oriented, Customer Relations, New Business Development, Organizational..., Strategic Planning, Customer Service, Series 24, Series 7, Series 6, series 63, Retirement Planning, Series 63, Investments, CRM, Fixed Annuities, Pensions, Insurance, 401k
Education
Miami University
Bachelors of Arts, Political Science
Catherine Rhee's MetLife Investors Experience 1995 - 1997
Job Financial Advisor at Investors Capital Corporation
Industry Financial Services
Experience
Investors Capital Corporation 2006 - Present
Merrill Lynch 1997 - 2006
MetLife Investors 1995 - 1997
Skills
Series 7, Retirement, Mutual Funds, Investments, Retirement Planning, Alternative Investments, Estate Planning, Fixed Annuities, Life Insurance, Asset Management
Education
Mount Holyoke College
BA, Music and Psychology
MMI Preparatory School
Investors Capital Corporation 2006 - Present
Merrill Lynch 1997 - 2006
MetLife Investors 1995 - 1997
Skills
Series 7, Retirement, Mutual Funds, Investments, Retirement Planning, Alternative Investments, Estate Planning, Fixed Annuities, Life Insurance, Asset Management
Education
Mount Holyoke College
BA, Music and Psychology
MMI Preparatory School
Steve Bullington's MetLife Investors Experience October 2000 - November 2004
Job Sr. Storage Engineer at Autobytel
Industry Automotive
Experience
Autobytel August 2006 - Present
First American Default Technologies November 2004 - August 2006
MetLife Investors October 2000 - November 2004
Fremont Investment and Loan November 1996 - October 2000
Education
San Diego State University-California State University 1981 — 1989
Physiological Psychology
Orange Coast College 1979 — 1980
3.97
Autobytel August 2006 - Present
First American Default Technologies November 2004 - August 2006
MetLife Investors October 2000 - November 2004
Fremont Investment and Loan November 1996 - October 2000
Education
San Diego State University-California State University 1981 — 1989
Physiological Psychology
Orange Coast College 1979 — 1980
3.97
Frank Masotto's MetLife Investors Experience March 2005 - April 2007
Job Regional Vice President at American General
Industry Financial Services
Experience
American General Life September 2013 - Present
AXA Equitable April 2007 - September 2013
MetLife Investors March 2005 - April 2007
AXA Distributors February 2000 - March 2005
Skills
Fixed Annuities, Life Insurance, Estate Planning, FINRA, Series 63, Series 6, Retirement, Retirement Planning, 401k, IRAs, Term Life Insurance, Mutual Funds, Series 7, Variable Annuities, Long-term Care, Financial Planning, Insurance, Investments, Salads
Education
Pfeiffer University 2000 — 2003
BS, Business Administration
American General Life September 2013 - Present
AXA Equitable April 2007 - September 2013
MetLife Investors March 2005 - April 2007
AXA Distributors February 2000 - March 2005
Skills
Fixed Annuities, Life Insurance, Estate Planning, FINRA, Series 63, Series 6, Retirement, Retirement Planning, 401k, IRAs, Term Life Insurance, Mutual Funds, Series 7, Variable Annuities, Long-term Care, Financial Planning, Insurance, Investments, Salads
Education
Pfeiffer University 2000 — 2003
BS, Business Administration
William (Bill) Palmer's MetLife Investors Experience 2001 - 2003
Job Nonqualified Executive Benefits with emphasis in Healthcare Industry
Industry Financial Services
Experience
Nolan Financial March 2012 - Present
Stratford Fidelity May 2007 - December 2010
Integrated Healthcare Strategies October 2007 - January 2009
John Hancock Financial Network 2003 - 2007
MetLife Investors 2001 - 2003
New England Financial 1998 - 2001
Skills
Mergers, Start-ups, Turn Around Management, Growth Strategies, Management Consulting, Coaching, Strategic Planning, Management, Organizational...
Education
University of Arizona 1962 — 1967
Bachelor of Science (BS), Insurance and Finance
Nolan Financial March 2012 - Present
Stratford Fidelity May 2007 - December 2010
Integrated Healthcare Strategies October 2007 - January 2009
John Hancock Financial Network 2003 - 2007
MetLife Investors 2001 - 2003
New England Financial 1998 - 2001
Skills
Mergers, Start-ups, Turn Around Management, Growth Strategies, Management Consulting, Coaching, Strategic Planning, Management, Organizational...
Education
University of Arizona 1962 — 1967
Bachelor of Science (BS), Insurance and Finance
Chad Severin's MetLife Investors Experience June 2002 - January 2003
Job Senior Portfolio Manager Asst for MultiAsset Advisors
Industry Investment Management
Experience
Principal Global Investors October 2006 - Present
Principal Global Investors September 2004 - October 2006
Principal Global Investors January 2003 - September 2004
MetLife Investors June 2002 - January 2003
Skills
Data Analysis, Equities, Accounting
Education
Simpson College 1998 — 2002
Accounting, Accounting, Finance
Principal Global Investors October 2006 - Present
Principal Global Investors September 2004 - October 2006
Principal Global Investors January 2003 - September 2004
MetLife Investors June 2002 - January 2003
Skills
Data Analysis, Equities, Accounting
Education
Simpson College 1998 — 2002
Accounting, Accounting, Finance
Stephanie Anavim's MetLife Investors Experience April 2014 - September 2015
Job Managing Sales Director at MetLife
Industry Financial Services
Experience
MetLife Premier Client Group October 2015 - Present
MetLife Investors April 2014 - September 2015
KIPP January 2013 - January 2014
Morgan Stanley Smith Barney January 2011 - August 2012
Morgan Stanley Smith Barney December 2007 - January 2011
Morgan Stanley Smith Barney December 2005 - December 2007
Skills
Leadership, Investments, Portfolio Management, Financial Modeling, Asset Allocation, Management, Strategic Financial..., Financial Analysis, Asset Management, Microsoft Excel, Problem Solving, Investment Management, Product Management, Business Strategy, Due Diligence, Social Media, Consulting, Finance, Financial Planning
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
University of Southern California
B.S, Business Administration and Management, Finance
Beverly High
MetLife Premier Client Group October 2015 - Present
MetLife Investors April 2014 - September 2015
KIPP January 2013 - January 2014
Morgan Stanley Smith Barney January 2011 - August 2012
Morgan Stanley Smith Barney December 2007 - January 2011
Morgan Stanley Smith Barney December 2005 - December 2007
Skills
Leadership, Investments, Portfolio Management, Financial Modeling, Asset Allocation, Management, Strategic Financial..., Financial Analysis, Asset Management, Microsoft Excel, Problem Solving, Investment Management, Product Management, Business Strategy, Due Diligence, Social Media, Consulting, Finance, Financial Planning
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
University of Southern California
B.S, Business Administration and Management, Finance
Beverly High
Jos McGinty's MetLife Investors Experience March 2008 - March 2014
Job Internal Wholesaler
Industry Financial Services
Experience
Steadfast Capital Markets Group April 2015 - Present
MetLife Investors March 2008 - March 2014
Skills
Customer Service, Strategic Planning, Social Media, Creative Writing, Project Management, Sales Management, Marketing Strategy, New Business Development
Education
Penn State University
Bachelor of Arts (B.A.), History and Journalism
Steadfast Capital Markets Group April 2015 - Present
MetLife Investors March 2008 - March 2014
Skills
Customer Service, Strategic Planning, Social Media, Creative Writing, Project Management, Sales Management, Marketing Strategy, New Business Development
Education
Penn State University
Bachelor of Arts (B.A.), History and Journalism
Joseph Gaudreau's MetLife Investors Experience July 2014 - Present
Job Internal Wholesaler at Jackson
Industry Financial Services
Experience
Jackson July 2015 - Present
MetLife Investors July 2014 - Present
MetLife June 2011 - June 2014
MetLife October 2010 - May 2011
Ardent Learning May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Series 6, Series 63, Retirement Planning, Mutual Funds, Series 7, Investments, Retirement, Asset Allocation, Fixed Annuities, Variable Annuities, Wealth Management, Securities
Education
University of Colorado Boulder 2007 — 2010
Bachelor of Arts, Economics
Pepperdine University 2006 — 2006
Business Administration
St. Margaret's Episcopal School 2002 — 2006
Jackson July 2015 - Present
MetLife Investors July 2014 - Present
MetLife June 2011 - June 2014
MetLife October 2010 - May 2011
Ardent Learning May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Series 6, Series 63, Retirement Planning, Mutual Funds, Series 7, Investments, Retirement, Asset Allocation, Fixed Annuities, Variable Annuities, Wealth Management, Securities
Education
University of Colorado Boulder 2007 — 2010
Bachelor of Arts, Economics
Pepperdine University 2006 — 2006
Business Administration
St. Margaret's Episcopal School 2002 — 2006
Austin Nelson's MetLife Investors Experience June 2009 - June 2011
Job Equity Research Analyst Sterne Agee
Industry Financial Services
Experience
Sterne Agee July 2014 - Present
RBC Capital Markets July 2011 - Present
MetLife Investors June 2009 - June 2011
Skills
Financial Modeling, Equities, Valuation, Fixed Income, Bloomberg, Capital Markets, Equity Research, Economics, Investments, Series 7, Alternative Investments, Financial Analysis
Education
The Johns Hopkins University 2005 — 2009
Bachelor of Arts, International Relations
Sterne Agee July 2014 - Present
RBC Capital Markets July 2011 - Present
MetLife Investors June 2009 - June 2011
Skills
Financial Modeling, Equities, Valuation, Fixed Income, Bloomberg, Capital Markets, Equity Research, Economics, Investments, Series 7, Alternative Investments, Financial Analysis
Education
The Johns Hopkins University 2005 — 2009
Bachelor of Arts, International Relations
Sarah Zoglio's MetLife Investors Experience 2002 - 2004
Job Freelance Designer
Industry Graphic Design
Experience
Various Direct Clients 2004 - Present
MetLife Investors 2002 - 2004
Aquent 2000 - 2002
Ernst & Young 1999 - 2000
Tocci Building Corporation 1996 - 1999
Skills
Adobe Creative Suite, Adobe Acrobat, Illustrator, InDesign, Graphic Design, Newsletters, Brochures, Creative Direction, Corporate Identity
Education
University of California, Santa Barbara
Massachusetts College of Art
Various Direct Clients 2004 - Present
MetLife Investors 2002 - 2004
Aquent 2000 - 2002
Ernst & Young 1999 - 2000
Tocci Building Corporation 1996 - 1999
Skills
Adobe Creative Suite, Adobe Acrobat, Illustrator, InDesign, Graphic Design, Newsletters, Brochures, Creative Direction, Corporate Identity
Education
University of California, Santa Barbara
Massachusetts College of Art
Robert LeClair's MetLife Investors Experience June 2005 - August 2007
Job Customer Service/Business Development/Sales
Industry Insurance
Experience
The Hartford/Consolidated Health Plans October 2009 - November 2013
MassMutual Financial Group September 2007 - July 2008
MetLife Investors June 2005 - August 2007
GE Financial January 2001 - May 2005
Unicare July 1996 - December 2000
Skills
Sales, Marketing, Customer Service, Insurance, Financial Services, Strategic Planning, Training & Development
Education
Porter & Chester Institute 1991 — 1993
Computer Applications
Springfield Technical Community College
The Hartford/Consolidated Health Plans October 2009 - November 2013
MassMutual Financial Group September 2007 - July 2008
MetLife Investors June 2005 - August 2007
GE Financial January 2001 - May 2005
Unicare July 1996 - December 2000
Skills
Sales, Marketing, Customer Service, Insurance, Financial Services, Strategic Planning, Training & Development
Education
Porter & Chester Institute 1991 — 1993
Computer Applications
Springfield Technical Community College
Amy Bozic's MetLife Investors Experience January 2000 - January 2007
Job Business Development Manager at Transamerica
Industry Financial Services
Experience
Transamerica February 2015 - Present
Jackson National Life Distributors LLC January 2007 - Present
MetLife Investors January 2000 - January 2007
COVA Financial Services 1999 - 2000
Skills
Insurance, Variable Annuities, Wealth Management, Series 6, Investments, Series 7, Asset Allocation, FINRA, Financial Advisory, Financial Services, IRAs, Investment Advisory, Account Management, Long-term Care, Securities, Strategic Financial..., Asset Management, Estate Planning, Separately Managed..., Financial Planning, Series 63
Education
University of Southern California 2013 — 2015
Master of Communication Management, Communication Management
MBI 1986 — 1988
Bachelor of Arts
The University of Akron 1984 — 1986
Transamerica February 2015 - Present
Jackson National Life Distributors LLC January 2007 - Present
MetLife Investors January 2000 - January 2007
COVA Financial Services 1999 - 2000
Skills
Insurance, Variable Annuities, Wealth Management, Series 6, Investments, Series 7, Asset Allocation, FINRA, Financial Advisory, Financial Services, IRAs, Investment Advisory, Account Management, Long-term Care, Securities, Strategic Financial..., Asset Management, Estate Planning, Separately Managed..., Financial Planning, Series 63
Education
University of Southern California 2013 — 2015
Master of Communication Management, Communication Management
MBI 1986 — 1988
Bachelor of Arts
The University of Akron 1984 — 1986
Stacy Titus's MetLife Investors Experience January 2004 - January 2009
Job Customer Service
Industry Financial Services
Experience
Black Oak Casino February 2012 - October 2014
Wells Fargo Home Mortgage March 2010 - April 2011
MetLife Investors January 2004 - January 2009
Education
Simpson College 2007 — 2015
business
Black Oak Casino February 2012 - October 2014
Wells Fargo Home Mortgage March 2010 - April 2011
MetLife Investors January 2004 - January 2009
Education
Simpson College 2007 — 2015
business
Guillermo Nodarse's MetLife Investors Experience January 2002 - March 2009
Job Regional Vice President
Industry Wholesale
Experience
Realty Capital Securities March 2013 - Present
Transamerica Capital April 2009 - October 2010
MetLife Investors January 2002 - March 2009
Education
Stanford University 1977 — 1981
BA, Economics & Political Science
Realty Capital Securities March 2013 - Present
Transamerica Capital April 2009 - October 2010
MetLife Investors January 2002 - March 2009
Education
Stanford University 1977 — 1981
BA, Economics & Political Science
Steve Loi's MetLife Investors Experience December 2008 - September 2011
Job Firm Marketing Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2012 - Present
MetLife Investors December 2008 - September 2011
MetLife, Inc. December 2007 - November 2008
MetLife, Inc. September 2007 - November 2007
Lin Engineering, Inc. March 2007 - August 2007
ARI International Corporation December 2006 - February 2007
GE Wind Energy / GE Penpower October 2004 - November 2006
Skills
Investments, Portfolio Management, Asset, Automation, Insurance, Excel, Customer Relations, PowerPoint, Word, Microsoft Office, C++, Series 7, C, Market Research, Annuities, Series 63, Analysis, Problem Solving, Process Engineering, Equities, Asset Management, Retirement, Lotus Notes, Securities, Team Building
Education
San Jose State University 2007 — 2007
MS, Materials Engineering
University of California, Davis 1999 — 2003
BS, Electrical Engineering
Franklin Templeton Investments July 2012 - Present
MetLife Investors December 2008 - September 2011
MetLife, Inc. December 2007 - November 2008
MetLife, Inc. September 2007 - November 2007
Lin Engineering, Inc. March 2007 - August 2007
ARI International Corporation December 2006 - February 2007
GE Wind Energy / GE Penpower October 2004 - November 2006
Skills
Investments, Portfolio Management, Asset, Automation, Insurance, Excel, Customer Relations, PowerPoint, Word, Microsoft Office, C++, Series 7, C, Market Research, Annuities, Series 63, Analysis, Problem Solving, Process Engineering, Equities, Asset Management, Retirement, Lotus Notes, Securities, Team Building
Education
San Jose State University 2007 — 2007
MS, Materials Engineering
University of California, Davis 1999 — 2003
BS, Electrical Engineering
Cheryl Finney's MetLife Investors Experience March 1986 - November 2002
Job Vice President & Deputy General Counsel at Transamerica Life Insurance Company
Industry Financial Services
Experience
Transamerica Life Insurance Company November 2002 - Present
Transamerica Life (Bermuda) Ltd. April 2010 - December 2012
MetLife Investors March 1986 - November 2002
Prudential Insurance March 1995 - November 1997
Skills
Insurance, Reinsurance, Estate Planning, Financial Services, Securities, Corporate Governance, Risk Management, Investments, Fixed Annuities, Health Insurance, Mergers & Acquisitions, Strategic Financial..., Mutual Funds, Life Insurance, Employee Benefits, Series 6
Education
Marquette University
BS, Business Administration - Marketing
University of Wisconsin Law School
JD, Regulated Industries
Transamerica Life Insurance Company November 2002 - Present
Transamerica Life (Bermuda) Ltd. April 2010 - December 2012
MetLife Investors March 1986 - November 2002
Prudential Insurance March 1995 - November 1997
Skills
Insurance, Reinsurance, Estate Planning, Financial Services, Securities, Corporate Governance, Risk Management, Investments, Fixed Annuities, Health Insurance, Mergers & Acquisitions, Strategic Financial..., Mutual Funds, Life Insurance, Employee Benefits, Series 6
Education
Marquette University
BS, Business Administration - Marketing
University of Wisconsin Law School
JD, Regulated Industries
Dana Tedford's MetLife Investors Experience November 2006 - February 2009
Job Compliance Analyst at Prudential Financial
Industry Insurance
Experience
Prudential Financial May 2014 - Present
Prudential Financial April 2012 - May 2014
Crump Life Insurance Services May 2009 - April 2012
MetLife Investors November 2006 - February 2009
Travelers Life & Annuity January 2005 - November 2006
Skills
Insurance, Life Insurance, Series 63, Series 6, Fixed Annuities, Retirement Planning, Mutual Funds
Education
Marist College 1992 — 1995
English
Prudential Financial May 2014 - Present
Prudential Financial April 2012 - May 2014
Crump Life Insurance Services May 2009 - April 2012
MetLife Investors November 2006 - February 2009
Travelers Life & Annuity January 2005 - November 2006
Skills
Insurance, Life Insurance, Series 63, Series 6, Fixed Annuities, Retirement Planning, Mutual Funds
Education
Marist College 1992 — 1995
English
Palash Islam's MetLife Investors Experience October 2001 - October 2006
Job Financial Advisor at Synergy Financial Group, LTD
Industry Financial Services
Experience
Synergy Financial Group, LTD October 2006 - Present
Synergy Financial Group, LTD October 2006 - Present
Ryson, LLC March 2006 - February 2009
MetLife Investors October 2001 - October 2006
Seattle SuperSonics March 1999 - September 2001
www.sportstalk.com January 1999 - April 2001
University of Washington Intercollegiate Athletics June 1997 - March 2000
Skills
Wealth Management, Strategic Financial..., Wealth, Securities, Asset
Education
University of Georgia - Terry College of Business 2009 — 2011
Certificate, Financial Planning
The American College 2002 — 2003
LUTCF, Life Insurance
University of Washington, Michael G. Foster School of Business 1995 — 2000
Bachelor of Arts (BA), Business
Synergy Financial Group, LTD October 2006 - Present
Synergy Financial Group, LTD October 2006 - Present
Ryson, LLC March 2006 - February 2009
MetLife Investors October 2001 - October 2006
Seattle SuperSonics March 1999 - September 2001
www.sportstalk.com January 1999 - April 2001
University of Washington Intercollegiate Athletics June 1997 - March 2000
Skills
Wealth Management, Strategic Financial..., Wealth, Securities, Asset
Education
University of Georgia - Terry College of Business 2009 — 2011
Certificate, Financial Planning
The American College 2002 — 2003
LUTCF, Life Insurance
University of Washington, Michael G. Foster School of Business 1995 — 2000
Bachelor of Arts (BA), Business
ENRIQUE AGUILAR, CFP®, CWS®'s MetLife Investors Experience January 2002 - November 2003
Job Wealth Manager, USAA
Industry Financial Services
Experience
USAA May 2010 - Present
USAA November 2003 - May 2010
MetLife Investors January 2002 - November 2003
American Express May 2001 - January 2002
Skills
Bilingual-Spanish, Series 7, Series 63, Retirement Planning, Wealth Management, Retirement, Investment Strategies, Asset Allocation, Fixed Annuities, Financial Advisory, Wealth, Mutual Funds, Series 65, Certified Financial..., Strategic Financial..., IRAs, Personal Financial..., 401k, Insurance, Life Insurance, Trust Services, Long-term Care, Banking, Risk Management, Wealth Accumulation, High Net Worth..., 529 Plans, 401k Rollovers, Bonds, Roth IRA, College Savings Plans, Retirement Plan..., Pensions, Long Term Care Insurance, Series 6, Wealth Management..., Securities, Asset Management
Education
Cannon Institute of Higher Learning 2012 — 2013
CTFA
Rice University 2008 — 2009
UC Berkeley 1990 — 1995
BA, Economics
USAA May 2010 - Present
USAA November 2003 - May 2010
MetLife Investors January 2002 - November 2003
American Express May 2001 - January 2002
Skills
Bilingual-Spanish, Series 7, Series 63, Retirement Planning, Wealth Management, Retirement, Investment Strategies, Asset Allocation, Fixed Annuities, Financial Advisory, Wealth, Mutual Funds, Series 65, Certified Financial..., Strategic Financial..., IRAs, Personal Financial..., 401k, Insurance, Life Insurance, Trust Services, Long-term Care, Banking, Risk Management, Wealth Accumulation, High Net Worth..., 529 Plans, 401k Rollovers, Bonds, Roth IRA, College Savings Plans, Retirement Plan..., Pensions, Long Term Care Insurance, Series 6, Wealth Management..., Securities, Asset Management
Education
Cannon Institute of Higher Learning 2012 — 2013
CTFA
Rice University 2008 — 2009
UC Berkeley 1990 — 1995
BA, Economics
Bruce Brochhagen's MetLife Investors Experience December 2011 - October 2014
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
MetLife Investors December 2011 - October 2014
Morgan Stanley Wealth Management May 2005 - November 2011
PNC Investments May 1995 - May 2005
Skills
Insurance, Investments, brokerage licenses ..., Client Relationship..., Business Development, Team coaching and..., Alternative Investments, 3rd Party Money Managers
Education
Pace University 1982 — 1984
Bachelor of Business Administration (BBA), Marketing
West Chester University of Pennsylvania 1980 — 1982
Merrill Lynch October 2014 - Present
MetLife Investors December 2011 - October 2014
Morgan Stanley Wealth Management May 2005 - November 2011
PNC Investments May 1995 - May 2005
Skills
Insurance, Investments, brokerage licenses ..., Client Relationship..., Business Development, Team coaching and..., Alternative Investments, 3rd Party Money Managers
Education
Pace University 1982 — 1984
Bachelor of Business Administration (BBA), Marketing
West Chester University of Pennsylvania 1980 — 1982
Chris McClave's MetLife Investors Experience July 2009 - July 2012
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2012 - Present
MetLife Investors July 2009 - July 2012
Powis Capital Management, LLC November 2005 - August 2009
United States Air Force January 1980 - January 1989
Skills
Retirement Planning, Series 7, Fixed Annuities, Series 6, Retirement, Mutual Funds, Wealth Management, Capital Markets, Investment Strategies, Alternative Investments, Financial Risk...
Education
The George Washington University 1973 — 1975
Master of Arts (M.A.), Health/Health Care Administration/Management
St. Peter's College 1969 — 1973
Bachelor of Arts (B.A.), History & Economics
MassMutual Financial Group October 2012 - Present
MetLife Investors July 2009 - July 2012
Powis Capital Management, LLC November 2005 - August 2009
United States Air Force January 1980 - January 1989
Skills
Retirement Planning, Series 7, Fixed Annuities, Series 6, Retirement, Mutual Funds, Wealth Management, Capital Markets, Investment Strategies, Alternative Investments, Financial Risk...
Education
The George Washington University 1973 — 1975
Master of Arts (M.A.), Health/Health Care Administration/Management
St. Peter's College 1969 — 1973
Bachelor of Arts (B.A.), History & Economics
Anita Elliott's MetLife Investors Experience June 2002 - November 2007
Job External Consultant Cigna HealthSpring
Industry Banking
Experience
UBS Wealth Management January 2015 - July 2015
Cigna-HealthSpring September 2013 - January 2015
American General Life and Accident December 2007 - July 2013
MetLife Investors June 2002 - November 2007
American Republic Insurance Company December 1986 - June 2002
Skills
Financial Analysis, Insurance, Life Insurance, Underwriting, Disability Insurance, Commercial Insurance, Retirement Planning, Property & Casualty..., Strategic Financial..., Brokers, Risk Management, GAAP, Accounting, Financial Reporting, General Ledger, Accounts Payable
Education
Simpson College 1985 — 1994
Bachelor of Science, Accounting
American Institute of Business 1982 — 1984
Associate's degree, Accounting
UBS Wealth Management January 2015 - July 2015
Cigna-HealthSpring September 2013 - January 2015
American General Life and Accident December 2007 - July 2013
MetLife Investors June 2002 - November 2007
American Republic Insurance Company December 1986 - June 2002
Skills
Financial Analysis, Insurance, Life Insurance, Underwriting, Disability Insurance, Commercial Insurance, Retirement Planning, Property & Casualty..., Strategic Financial..., Brokers, Risk Management, GAAP, Accounting, Financial Reporting, General Ledger, Accounts Payable
Education
Simpson College 1985 — 1994
Bachelor of Science, Accounting
American Institute of Business 1982 — 1984
Associate's degree, Accounting
Raymond Sheridan's MetLife Investors Experience Vice President of SalesTravelers Life & Annuity1978 - 2005
Job Retired at MetLife Investors
Industry Financial Services
Experience
MetLife Investors Vice President of SalesTravelers Life & Annuity1978 - 2005
Education
Providence College 1967 — 1971
Bachelor of Science (BS)
MetLife Investors Vice President of SalesTravelers Life & Annuity1978 - 2005
Education
Providence College 1967 — 1971
Bachelor of Science (BS)
Melanie Aylsworth's MetLife Investors Experience 2011 - 2013
Job Independent Consultant at Rodan and Fields
Industry Cosmetics
Experience
Rodan and Fields June 2013 - Present
MetLife Investors 2011 - 2013
Uniqema December 1994 - June 2003
Education
Purdue University
Bachelor of Applied Science (BASc)
Rodan and Fields June 2013 - Present
MetLife Investors 2011 - 2013
Uniqema December 1994 - June 2003
Education
Purdue University
Bachelor of Applied Science (BASc)