MetLife Securities
Industry: Company
DescriptionHeadquarters: New York City, NY Parent organization: MetLife
MetLife Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MetLife Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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MetLife Securities Employees
Employee
Years
Job
Industry
Nita Bedell Nita Bedell's MetLife Securities Experience 1989 - 1996
Job Purchasing Manager at Devasco International, Inc.
Industry Mechanical or Industrial Engineering
Experience
Devasco International, Inc. May 2010 - June 2013
City of Portageville January 2002 - December 2006
MetLife Securities 1989 - 1996
Bootheel Regional Planning Commission 1985 - 1988
Skills
Government, Management, Procurement, Supply Chain, Training, Manufacturing, Proposal Writing, Sales, Finance, Administration, Operations Management, Forecasting, Logistics, MRP, Purchasing
Education
Chicago Finance & Insurance Institute 1998 — 1999
Auto Industry Finance & Insurance Certification, F & I Auto Industry, completed
Southeast Missouri State University
BS Business Administration, Management & Finance
Certified Financial Planning Institute
Not complete, Masters in Financial Planning
Devasco International, Inc. May 2010 - June 2013
City of Portageville January 2002 - December 2006
MetLife Securities 1989 - 1996
Bootheel Regional Planning Commission 1985 - 1988
Skills
Government, Management, Procurement, Supply Chain, Training, Manufacturing, Proposal Writing, Sales, Finance, Administration, Operations Management, Forecasting, Logistics, MRP, Purchasing
Education
Chicago Finance & Insurance Institute 1998 — 1999
Auto Industry Finance & Insurance Certification, F & I Auto Industry, completed
Southeast Missouri State University
BS Business Administration, Management & Finance
Certified Financial Planning Institute
Not complete, Masters in Financial Planning
Eddie Hamp Eddie Hamp's MetLife Securities Experience March 2012 - July 2013
Job Wealth Management
Industry Financial Services
Experience
University of South Florida August 2013 - Present
USF Federal Credit Union August 2013 - Present
Hillsborough Community College September 2004 - Present
MetLife Securities March 2012 - July 2013
Tampa, FL November 2010 - July 2013
MML Investors Services, LLC October 2010 - March 2012
First Access & Members Mutual of Florida March 1999 - August 2010
Tampa Bay Federal 1992 - August 2010
Skills
Leadership, Strategic Planning, Strategy, Insurance, Marketing, Finance, Coaching, Credit, Accounting, Investments, Management, Fundraising, Team Building, Public Speaking, Training, Leadership Development, Business Strategy, Market Research, Customer Service, Budgets, Research, Financial Analysis, Banking, Loans, Microsoft Office, PowerPoint, Organizational..., Policy, Contract Negotiation, Negotiation, Project Management, Executive Management, Event Planning, Change Management, Non-profits, Risk Management, Analysis, Sales, Small Business, Nonprofits, Microsoft Excel, Business Planning, Process Improvement, Business Development, Marketing Strategy, Social Networking, Team Leadership, Entrepreneurship, New Business Development, Public Relations
Education
University of South Florida 1999 — 2001
Masters of Science, Management and Organizational Leadership
University of Wisconsin-Madison - School of Business 1993 — 1995
Graduate Certificate, Credit Union Management
University of South Florida 1974 — 1978
Bachelor of Arts, Finance
Chamberlain High School
Universit of South Florida and USF Sports Car Club
University of South Florida August 2013 - Present
USF Federal Credit Union August 2013 - Present
Hillsborough Community College September 2004 - Present
MetLife Securities March 2012 - July 2013
Tampa, FL November 2010 - July 2013
MML Investors Services, LLC October 2010 - March 2012
First Access & Members Mutual of Florida March 1999 - August 2010
Tampa Bay Federal 1992 - August 2010
Skills
Leadership, Strategic Planning, Strategy, Insurance, Marketing, Finance, Coaching, Credit, Accounting, Investments, Management, Fundraising, Team Building, Public Speaking, Training, Leadership Development, Business Strategy, Market Research, Customer Service, Budgets, Research, Financial Analysis, Banking, Loans, Microsoft Office, PowerPoint, Organizational..., Policy, Contract Negotiation, Negotiation, Project Management, Executive Management, Event Planning, Change Management, Non-profits, Risk Management, Analysis, Sales, Small Business, Nonprofits, Microsoft Excel, Business Planning, Process Improvement, Business Development, Marketing Strategy, Social Networking, Team Leadership, Entrepreneurship, New Business Development, Public Relations
Education
University of South Florida 1999 — 2001
Masters of Science, Management and Organizational Leadership
University of Wisconsin-Madison - School of Business 1993 — 1995
Graduate Certificate, Credit Union Management
University of South Florida 1974 — 1978
Bachelor of Arts, Finance
Chamberlain High School
Universit of South Florida and USF Sports Car Club
John D. Reed John D. Reed's MetLife Securities Experience May 2011 - August 2012
Job Financial Planning Director Manager with Paraplanning Expertise | Open to National Opportunities
Industry Financial Services
Experience
Northpointe Associates 1992 - Present
National Executives in Financial Planning Management 2013 - Present
MetLife Securities May 2011 - August 2012
AgChoice Farm Credit, FCA June 2007 - July 2009
Pacific Life January 1998 - November 2002
Finlay Enterprises April 1979 - January 1991
Skills
Strategic Financial..., Investments, Wealth Management, Risk Management, Financial Analysis, Insurance, Securities, Financial Services, Business Management, Operational Management, Paraplanning, Regional Management, FINRA Series 6, 7, 63, 66, Financial Planning..., State LTC Partnership..., Income Planning, Medicare Planning, Client..., Personal Financial..., Income Protection, Holistic Financial..., Financial Goals
Education
Ball State University
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General Business Management
The American College
Chartered Life Underwriter (CLU)
Northpointe Associates 1992 - Present
National Executives in Financial Planning Management 2013 - Present
MetLife Securities May 2011 - August 2012
AgChoice Farm Credit, FCA June 2007 - July 2009
Pacific Life January 1998 - November 2002
Finlay Enterprises April 1979 - January 1991
Skills
Strategic Financial..., Investments, Wealth Management, Risk Management, Financial Analysis, Insurance, Securities, Financial Services, Business Management, Operational Management, Paraplanning, Regional Management, FINRA Series 6, 7, 63, 66, Financial Planning..., State LTC Partnership..., Income Planning, Medicare Planning, Client..., Personal Financial..., Income Protection, Holistic Financial..., Financial Goals
Education
Ball State University
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General Business Management
The American College
Chartered Life Underwriter (CLU)
Marcel Morin's MetLife Securities Experience April 2008 - September 2013
Job President at Northridge Financial Group
Industry Financial Services
Experience
Northridge Financial Group September 2013 - Present
Metlife Securities April 2008 - September 2013
Morin Financial December 2004 - April 2008
Skills
Retirement Planning, Investment Management, Social Security..., College Funding..., Finance, Investments, Insurance, Financial Planning, Team Building, Options, Small Business, Risk Management, Strategic Planning, Life Insurance, Retirement, Mutual Funds, Wealth Management, Estate Planning, Asset Allocation
Education
The American College
Securities Licenses, Investments and Securities
Northridge Financial Group September 2013 - Present
Metlife Securities April 2008 - September 2013
Morin Financial December 2004 - April 2008
Skills
Retirement Planning, Investment Management, Social Security..., College Funding..., Finance, Investments, Insurance, Financial Planning, Team Building, Options, Small Business, Risk Management, Strategic Planning, Life Insurance, Retirement, Mutual Funds, Wealth Management, Estate Planning, Asset Allocation
Education
The American College
Securities Licenses, Investments and Securities
Ian Essling, CFP® Ian Essling, CFP®'s MetLife Securities Experience March 2003 - Present
Job VicePresident at Innovative Financial Solutions
Industry Financial Services
Experience
Innovative Financial Solutions, Inc. March 2003 - Present
William R. Verhagen, CFP, CPA, CFS, CLU, ChFC, CASL March 2005 - Present
MetLife Securities March 2003 - Present
Skills
Wealth Management, Retirement Income, Investment Management, Risk Management, Inheritance, Estate Conservation...
Education
The American College 2003 — 2005
Professional, CERTIFIED FINANCIAL PLANNER, TM
Indiana University Bloomington 1998 — 2002
B.S., Business Administration (Majors in Finance, Business Process Management and Operations Management)
Innovative Financial Solutions, Inc. March 2003 - Present
William R. Verhagen, CFP, CPA, CFS, CLU, ChFC, CASL March 2005 - Present
MetLife Securities March 2003 - Present
Skills
Wealth Management, Retirement Income, Investment Management, Risk Management, Inheritance, Estate Conservation...
Education
The American College 2003 — 2005
Professional, CERTIFIED FINANCIAL PLANNER, TM
Indiana University Bloomington 1998 — 2002
B.S., Business Administration (Majors in Finance, Business Process Management and Operations Management)
Ricky D. Garner, MBA Ricky D. Garner, MBA's MetLife Securities Experience May 2011 - Present
Job Financial Services Representative at MetLife Premier Client Group of the Carolinas, an office of MetLife
Industry Financial Services
Experience
MetLife Premier Client Group of the Carolinas May 2011 - Present
MetLife Securities May 2011 - Present
Leegs Bar & Grill May 2005 - December 2010
Exclusive MHP August 2000 - April 2005
Education
Clemson University 1996 — 2000
Bachelor of Arts (B.A.), Philosophy
Clemson University 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
University of Phoenix 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
MetLife Premier Client Group of the Carolinas May 2011 - Present
MetLife Securities May 2011 - Present
Leegs Bar & Grill May 2005 - December 2010
Exclusive MHP August 2000 - April 2005
Education
Clemson University 1996 — 2000
Bachelor of Arts (B.A.), Philosophy
Clemson University 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
University of Phoenix 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Neil Arnold, CRC Neil Arnold, CRC's MetLife Securities Experience May 2008 - November 2010
Job Retirement/Investment Advisor at Nationwide Financial
Industry Investment Management
Experience
Nationwide Financial July 2013 - Present
ING Investment Management November 2010 - August 2013
MetLife Securities May 2008 - November 2010
JPMorgan Chase May 2003 - March 2008
Skills
Series 7, Mutual Funds, Investments, Series 63, Retirement Planning, Retirement, Series 6, Financial Advisory, Series 65, Banking, FINRA, 401k, IRAs, Variable Annuities, Fixed Annuities, Investment Advisory, Wealth Management, Relationship Management, Asset Management, Asset Allocation, Marketing, Finance, Investment Management, Investment Strategies, Portfolio Management, Customer Service, Securities, Management, Financial Planning, Financial Services
Education
University of Kentucky 1997 — 2000
Bachelor of Arts (B.A.), Economics
Owensboro Community and Technical College 1995 — 1997
Associate of Arts (A.A.), General Studies
Nationwide Financial July 2013 - Present
ING Investment Management November 2010 - August 2013
MetLife Securities May 2008 - November 2010
JPMorgan Chase May 2003 - March 2008
Skills
Series 7, Mutual Funds, Investments, Series 63, Retirement Planning, Retirement, Series 6, Financial Advisory, Series 65, Banking, FINRA, 401k, IRAs, Variable Annuities, Fixed Annuities, Investment Advisory, Wealth Management, Relationship Management, Asset Management, Asset Allocation, Marketing, Finance, Investment Management, Investment Strategies, Portfolio Management, Customer Service, Securities, Management, Financial Planning, Financial Services
Education
University of Kentucky 1997 — 2000
Bachelor of Arts (B.A.), Economics
Owensboro Community and Technical College 1995 — 1997
Associate of Arts (A.A.), General Studies
Julie A. Hocevar, ChFC, CLTC, ADPA Julie A. Hocevar, ChFC, CLTC, ADPA's MetLife Securities Experience July 2002 - Present
Job Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife Premier Client Group July 2002 - Present
MetLife Securities July 2002 - Present
GO FAR 2008 - 2015
Polychem Corporation 1984 - 1996
Education
Ohio University Athens, Ohio 1981 — 1984
The American College
Chartered Financial Consultant (ChFC)
MetLife Premier Client Group July 2002 - Present
MetLife Securities July 2002 - Present
GO FAR 2008 - 2015
Polychem Corporation 1984 - 1996
Education
Ohio University Athens, Ohio 1981 — 1984
The American College
Chartered Financial Consultant (ChFC)
Neha Sharma Neha Sharma's MetLife Securities Experience May 2008 - August 2011
Job Sr. Financial Analyst Metrics Manager at MetLife
Industry Financial Services
Experience
MetLife July 2013 - Present
MetLife Insurance August 2011 - July 2013
Metlife Securities May 2008 - August 2011
Countrywide Home Loans March 2007 - November 2007
Ditech.com February 2006 - March 2007
Columbia Bank New Jersey June 2004 - February 2006
Skills
Banking, Insurance, Mutual Funds, Finance, Customer Service, Credit, Loans, Mortgage Lending, Customer Relations, Financial Analysis, Lotus Notes, Health Insurance, Securities, Life Insurance, Disability Insurance, FINRA, IRAs, Outlook, Microsoft Office, Excel, Financial Reporting, Loan Origination, Investments, Budget Analysis, Forecasting, Financial Services
Education
Kean University 2006 — 2009
BS, Finance and Economics
MetLife July 2013 - Present
MetLife Insurance August 2011 - July 2013
Metlife Securities May 2008 - August 2011
Countrywide Home Loans March 2007 - November 2007
Ditech.com February 2006 - March 2007
Columbia Bank New Jersey June 2004 - February 2006
Skills
Banking, Insurance, Mutual Funds, Finance, Customer Service, Credit, Loans, Mortgage Lending, Customer Relations, Financial Analysis, Lotus Notes, Health Insurance, Securities, Life Insurance, Disability Insurance, FINRA, IRAs, Outlook, Microsoft Office, Excel, Financial Reporting, Loan Origination, Investments, Budget Analysis, Forecasting, Financial Services
Education
Kean University 2006 — 2009
BS, Finance and Economics
Jeremiah Sensenig Jeremiah Sensenig's MetLife Securities Experience June 2015 - Present
Job Financial Services Representative, Financial Adivsor at MetLife
Industry Financial Services
Experience
MetLife Securities June 2015 - Present
Investment Professionals, Inc. December 2011 - May 2015
Edward Jones Investment Co August 2004 - November 2011
Education
Penn State University 1996 — 2000
Humanites, Communications/Public Relations/Advertising
Pequea Valley 1992 — 1996
MetLife Securities June 2015 - Present
Investment Professionals, Inc. December 2011 - May 2015
Edward Jones Investment Co August 2004 - November 2011
Education
Penn State University 1996 — 2000
Humanites, Communications/Public Relations/Advertising
Pequea Valley 1992 — 1996
Annabelle A. Lee, LUTCF's MetLife Securities Experience June 2009 - March 2010
Job Partner at New York Life Chicago
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
The Heartland Group January 2014 - February 2015
SUL Realty July 2011 - February 2015
Water Tower Financial Partners, LLC - MassMutual Financial Group November 2011 - January 2014
National Life Group March 2010 - October 2011
MetLife Securities June 2009 - March 2010
The Prime Group, Inc. 2006 - 2007
Advanced Equities Financial Corp. 2002 - 2006
Education
DePaul University
The American College 2010 — 2013
College of Lake County
Associate of Arts and Sciences (AAS)
University of Pennsylvania - The Wharton School
New York Life Insurance Company February 2015 - Present
The Heartland Group January 2014 - February 2015
SUL Realty July 2011 - February 2015
Water Tower Financial Partners, LLC - MassMutual Financial Group November 2011 - January 2014
National Life Group March 2010 - October 2011
MetLife Securities June 2009 - March 2010
The Prime Group, Inc. 2006 - 2007
Advanced Equities Financial Corp. 2002 - 2006
Education
DePaul University
The American College 2010 — 2013
College of Lake County
Associate of Arts and Sciences (AAS)
University of Pennsylvania - The Wharton School
George Mistretta George Mistretta's MetLife Securities Experience May 2007 - Present
Job Senior Customer Service Associate at Metlife Securities
Industry Investment Banking
Experience
Metlife Securities May 2007 - Present
Skills
Broker Dealer Operations, Familiar with all..., Hold Series 7, Series 63
Education
Montclair State University
Bachelor of Arts (BA), English Language and Literature/Letters
Metlife Securities May 2007 - Present
Skills
Broker Dealer Operations, Familiar with all..., Hold Series 7, Series 63
Education
Montclair State University
Bachelor of Arts (BA), English Language and Literature/Letters
Rumeal Cunningham Rumeal Cunningham's MetLife Securities Experience March 2010 - October 2011
Job Audio Visual Technician
Industry Events Services
Experience
AV Workshop May 2009 - Present
Control Electric July 2012 - September 2012
Metlife Securities March 2010 - October 2011
Goldberg Weprin Finkel Goldstein November 2008 - November 2009
AJ Square Security October 2007 - February 2008
Skills
Audio Engineering, Audio Visual Support, Audio-Visual Production, Projection Mapping, Projection Screens, Audio Mixing, Switching, AV, Live Sound, Live Events, Electricians
Education
Apex Technical School 2012 — 2013
Electrical Certification, Electrical and Electronics Engineering
NYC College of Technology
A.A.S, Graphic Arts Advertising Production Management
AV Workshop May 2009 - Present
Control Electric July 2012 - September 2012
Metlife Securities March 2010 - October 2011
Goldberg Weprin Finkel Goldstein November 2008 - November 2009
AJ Square Security October 2007 - February 2008
Skills
Audio Engineering, Audio Visual Support, Audio-Visual Production, Projection Mapping, Projection Screens, Audio Mixing, Switching, AV, Live Sound, Live Events, Electricians
Education
Apex Technical School 2012 — 2013
Electrical Certification, Electrical and Electronics Engineering
NYC College of Technology
A.A.S, Graphic Arts Advertising Production Management
Michael Macaluso III's MetLife Securities Experience May 2010 - Present
Job Temporary Associate at MetLife
Industry Financial Services
Experience
MetLife Securities May 2010 - Present
Skills
Microsoft Office, Team Leadership, Project Planning, Process Improvement, Access, Lotus Notes, Financial Analysis, Microsoft Excel, PowerPoint, Outlook, Data Analysis, Customer Service, Time Management, Data Entry, Training, Spreadsheets
Education
Rutgers University, Rutgers Business School 2011 — 2014
Bachelors of Science, Finance
Brookdale Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
MetLife Securities May 2010 - Present
Skills
Microsoft Office, Team Leadership, Project Planning, Process Improvement, Access, Lotus Notes, Financial Analysis, Microsoft Excel, PowerPoint, Outlook, Data Analysis, Customer Service, Time Management, Data Entry, Training, Spreadsheets
Education
Rutgers University, Rutgers Business School 2011 — 2014
Bachelors of Science, Finance
Brookdale Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
kwame osei kwame osei's MetLife Securities Experience April 2007 - December 2009
Job Fixed Income Specialist at TD Waterhouse Capital Markets, Inc.
Industry Banking
Experience
TD March 2015 - Present
Wells Fargo Advisors March 2010 - March 2015
MetLife-Securities April 2007 - December 2009
Joseph Stevens January 2006 - March 2007
Skills
Credit, Financial Analysis, Bloomberg, Capital Markets, Financial Modeling, Valuation, Asset Managment, Accounting, Insurance, Microsoft Excel, Due Diligence, Lines Of Credit, Finance, Asset Management
Education
Fordham University 2014 — 2016
Investment Managment, Investments and Securities
Montclair State University 2000 — 2005
Buisness administration, Economics/ Finance
worthington estates
worthington kilbourne
TD March 2015 - Present
Wells Fargo Advisors March 2010 - March 2015
MetLife-Securities April 2007 - December 2009
Joseph Stevens January 2006 - March 2007
Skills
Credit, Financial Analysis, Bloomberg, Capital Markets, Financial Modeling, Valuation, Asset Managment, Accounting, Insurance, Microsoft Excel, Due Diligence, Lines Of Credit, Finance, Asset Management
Education
Fordham University 2014 — 2016
Investment Managment, Investments and Securities
Montclair State University 2000 — 2005
Buisness administration, Economics/ Finance
worthington estates
worthington kilbourne
Tami (Nadler) Larsen Tami (Nadler) Larsen's MetLife Securities Experience March 2015 - May 2015
Job Currently unemployed but searching!
Industry Executive Office
Experience
MetLife Securities March 2015 - May 2015
Midwest Fiber Networks April 2011 - April 2015
River Run Computers August 2008 - March 2011
JohnsonDiversey April 2003 - March 2008
Fiserv 1994 - 2002
Skills
Process Improvement, Microsoft Office, Project Management, Strategic Planning, Team Leadership, Customer Service, Windows, Accounts Payable, Budgets, Management, Account Management, Access, Human Resources, SAP, Microsoft Word, Microsoft Excel, System Administration
Education
Gateway Technical College
Associate's degree, Tourism and Travel Services Management
J.I Case High School
MetLife Securities March 2015 - May 2015
Midwest Fiber Networks April 2011 - April 2015
River Run Computers August 2008 - March 2011
JohnsonDiversey April 2003 - March 2008
Fiserv 1994 - 2002
Skills
Process Improvement, Microsoft Office, Project Management, Strategic Planning, Team Leadership, Customer Service, Windows, Accounts Payable, Budgets, Management, Account Management, Access, Human Resources, SAP, Microsoft Word, Microsoft Excel, System Administration
Education
Gateway Technical College
Associate's degree, Tourism and Travel Services Management
J.I Case High School
Colleen Cunningham-Davis Colleen Cunningham-Davis's MetLife Securities Experience April 1998 - Present
Job MetLife Premier Client Group of NYC
Industry Financial Services
Experience
MetLife March 2014 - Present
Metlife securities April 1998 - Present
Battery Park March 1997 - March 1998
Skills
Microsoft Excel, Microsoft Office, Adobe Creative Suite, Microsoft Word, Banking, Outlook, Teamwork, Mutual Funds, Customer Service, Securities, Life Insurance, Finance, Financial Services, Fixed Annuities, Investments
Education
Kingsborough Community College 1997 — 1999
Associate's degree, Physical Therapy/Therapist
MetLife March 2014 - Present
Metlife securities April 1998 - Present
Battery Park March 1997 - March 1998
Skills
Microsoft Excel, Microsoft Office, Adobe Creative Suite, Microsoft Word, Banking, Outlook, Teamwork, Mutual Funds, Customer Service, Securities, Life Insurance, Finance, Financial Services, Fixed Annuities, Investments
Education
Kingsborough Community College 1997 — 1999
Associate's degree, Physical Therapy/Therapist
Sara (Harp) Jager Sara (Harp) Jager's MetLife Securities Experience August 2009 - December 2011
Job Regional Director, Oncology, at Onco360 (MI, OH, FL), Oncology Pharmacy Solutions
Industry Pharmaceuticals
Experience
Onco360 Oncology Pharmacy Solutions February 2014 - Present
Realcomm Conference Group January 2013 - February 2014
Realcomm January 2011 - January 2013
MetLife Securities August 2009 - December 2011
Realcomm Conference Group, LLC February 2008 - August 2008
Home School Educator September 2000 - June 2008
Skills
Advertising, Marketing, New Business Development, Strategic Planning, Contract Negotiation, Business Strategy, Customer Service, Social Media, Lead Generation, Event Planning, Promotions, Solution Selling, Commercial Real Estate, Corporate Real Estate, Start-ups, Business Development, Sales, Strategy, Event Management, Trade Shows
Education
George Mason University 1987 — 1991
B.A., English Literature
Onco360 Oncology Pharmacy Solutions February 2014 - Present
Realcomm Conference Group January 2013 - February 2014
Realcomm January 2011 - January 2013
MetLife Securities August 2009 - December 2011
Realcomm Conference Group, LLC February 2008 - August 2008
Home School Educator September 2000 - June 2008
Skills
Advertising, Marketing, New Business Development, Strategic Planning, Contract Negotiation, Business Strategy, Customer Service, Social Media, Lead Generation, Event Planning, Promotions, Solution Selling, Commercial Real Estate, Corporate Real Estate, Start-ups, Business Development, Sales, Strategy, Event Management, Trade Shows
Education
George Mason University 1987 — 1991
B.A., English Literature
George Coxhead, CLU, ChFC's MetLife Securities Experience September 2011 - October 2012
Job Associate at The Teague Group
Industry Financial Services
Experience
The Teague Group October 2012 - Present
MetLife Securities September 2011 - October 2012
The Teague Group 2005 - September 2011
Provident Mutual/ Nationwide 1999 - 2005
New York Life Insurance Company 1998 - 1999
Skills
Fixed Annuities, Financial Services, Investments, Retirement Planning, Life Insurance, Mutual Funds, Leadership, Retirement, Disability Insurance, Series 7, Wealth Management
Education
Reformed Theological Seminary 1975 — 1979
Master of Divinity (M.Div.), D.Min
University of Alabama 1972 — 1974
Bachelor of Science (B.S.), Education
University of North Carolina at Chapel Hill 1970 — 1972
The Westminster Schools 1968 — 1970
The Teague Group October 2012 - Present
MetLife Securities September 2011 - October 2012
The Teague Group 2005 - September 2011
Provident Mutual/ Nationwide 1999 - 2005
New York Life Insurance Company 1998 - 1999
Skills
Fixed Annuities, Financial Services, Investments, Retirement Planning, Life Insurance, Mutual Funds, Leadership, Retirement, Disability Insurance, Series 7, Wealth Management
Education
Reformed Theological Seminary 1975 — 1979
Master of Divinity (M.Div.), D.Min
University of Alabama 1972 — 1974
Bachelor of Science (B.S.), Education
University of North Carolina at Chapel Hill 1970 — 1972
The Westminster Schools 1968 — 1970
Adam Maurer, CPA Adam Maurer, CPA's MetLife Securities Experience April 2003 - May 2004
Job Sr. Accountant at Financial Times
Industry Accounting
Experience
Financial Times August 2014 - Present
Loews Corporation March 2013 - August 2014
Around The Clock Taxi January 2012 - March 2013
Xtiva Financial Systems January 2007 - 2012
Xtiva Financial Systems January 2006 - January 2007
Montauk Financial Group May 2004 - January 2006
Metlife Securities April 2003 - May 2004
Salomon Smith Barney November 2002 - April 2003
Skills
Accounting, Excel, SQL, Quickbooks, Microsoft Office, Visual Basic, Complex Problem Solving, Finance, Internal Controls, Customer Service, General Ledger, Microsoft Excel, Financial Services, Business Analysis, Salesforce.com, Peoplefluent, Quality Assurance, Information Systems, Month End Close, Relationship Management, Financial Software..., Analysis, Project Management, Cross-functional Team..., Risk Management, Financial Analysis, QuickBooks, Process Improvement, Series 7, Training, Software Documentation, Leadership, Securities, Budgets, Management, Accounts Payable, Auditing, Accounts Receivable, Sales, Enterprise Software, Internal Audit
Education
Kean University 2007 — 2008
PBM Certificate, Accounting
Ramapo College of New Jersey 1998 — 2002
BS, Finance
Financial Times August 2014 - Present
Loews Corporation March 2013 - August 2014
Around The Clock Taxi January 2012 - March 2013
Xtiva Financial Systems January 2007 - 2012
Xtiva Financial Systems January 2006 - January 2007
Montauk Financial Group May 2004 - January 2006
Metlife Securities April 2003 - May 2004
Salomon Smith Barney November 2002 - April 2003
Skills
Accounting, Excel, SQL, Quickbooks, Microsoft Office, Visual Basic, Complex Problem Solving, Finance, Internal Controls, Customer Service, General Ledger, Microsoft Excel, Financial Services, Business Analysis, Salesforce.com, Peoplefluent, Quality Assurance, Information Systems, Month End Close, Relationship Management, Financial Software..., Analysis, Project Management, Cross-functional Team..., Risk Management, Financial Analysis, QuickBooks, Process Improvement, Series 7, Training, Software Documentation, Leadership, Securities, Budgets, Management, Accounts Payable, Auditing, Accounts Receivable, Sales, Enterprise Software, Internal Audit
Education
Kean University 2007 — 2008
PBM Certificate, Accounting
Ramapo College of New Jersey 1998 — 2002
BS, Finance
Robert Griswold Robert Griswold's MetLife Securities Experience May 2006 - July 2007
Job Associate at Stiene & Associates
Industry Law Practice
Experience
Stiene & Associates 2013 - Present
Certilman Balin 2011 - 2012
U.S. Bankruptcy Court, E.D.N.Y. August 2010 - October 2011
DealerTrack May 2009 - August 2009
Anthony I Giacobbe June 2008 - August 2008
St Johns School of Law May 2008 - August 2008
METLIFE SECURITIES May 2006 - July 2007
Greico Financial Training 2005 - 2006
Skills
Bankruptcy, Research, Legal Research, Litigation, Arbitration
Education
ST. JOHN'S SCHOOL OF LAW 2007 — 2010
Juris Doctor
Fordham University 2001 — 2005
BA, Economics
REGIS HIGH SCHOOL 1997 — 2001
Stiene & Associates 2013 - Present
Certilman Balin 2011 - 2012
U.S. Bankruptcy Court, E.D.N.Y. August 2010 - October 2011
DealerTrack May 2009 - August 2009
Anthony I Giacobbe June 2008 - August 2008
St Johns School of Law May 2008 - August 2008
METLIFE SECURITIES May 2006 - July 2007
Greico Financial Training 2005 - 2006
Skills
Bankruptcy, Research, Legal Research, Litigation, Arbitration
Education
ST. JOHN'S SCHOOL OF LAW 2007 — 2010
Juris Doctor
Fordham University 2001 — 2005
BA, Economics
REGIS HIGH SCHOOL 1997 — 2001
Patricia O'Brien, CFP Patricia O'Brien, CFP's MetLife Securities Experience March 2008 - April 2010
Job I help clients get the best life with the money they have.
Industry Financial Services
Experience
O'Brien Wealth Management, LLC January 2010 - Present
Lincoln Financial Securities, Corp March 2009 - Present
MetLife Securities March 2008 - April 2010
Allstate Financial Services January 2000 - January 2008
Edward Jones January 1999 - January 2000
First Union January 1994 - January 1999
First Union National January 1987 - January 1999
First Union Bank January 1987 - January 1999
Skills
Asset Allocation, Financial Planning, Succession Planning, Retirement, Retirement Planning, Long Term Care, Wealth Management, Investments, Investment Advisory, Retirement Income..., Estate Planning, 401k, Wealth Accumulation, Pensions, Wealth, Investment Strategies, Insurance Planning, Annuities, Charitable Giving..., IRA's, Defined Benefit, Financial Advice, Saving for Education, Strategic Financial..., Financial Advisory, IRAs, Fixed Annuities, Long-term Care, Financial Services, Small Business, Health Insurance, Insurance, Life Insurance, Finance, Mortgage Lending, Securities, Series 7, Mutual Funds, 401k Rollovers, Long Term Care Insurance, Term Life Insurance, Employee Benefits, Disability Insurance, Risk Management, FINRA, Critical Illness, Loans, Roth IRA, Financial Planners
Education
Florida Institute of Technology 1996 — 1998
Certificate, Financial Planning
Florida Institute of Technology 1996 — 1997
Financial Planning
O'Brien Wealth Management, LLC January 2010 - Present
Lincoln Financial Securities, Corp March 2009 - Present
MetLife Securities March 2008 - April 2010
Allstate Financial Services January 2000 - January 2008
Edward Jones January 1999 - January 2000
First Union January 1994 - January 1999
First Union National January 1987 - January 1999
First Union Bank January 1987 - January 1999
Skills
Asset Allocation, Financial Planning, Succession Planning, Retirement, Retirement Planning, Long Term Care, Wealth Management, Investments, Investment Advisory, Retirement Income..., Estate Planning, 401k, Wealth Accumulation, Pensions, Wealth, Investment Strategies, Insurance Planning, Annuities, Charitable Giving..., IRA's, Defined Benefit, Financial Advice, Saving for Education, Strategic Financial..., Financial Advisory, IRAs, Fixed Annuities, Long-term Care, Financial Services, Small Business, Health Insurance, Insurance, Life Insurance, Finance, Mortgage Lending, Securities, Series 7, Mutual Funds, 401k Rollovers, Long Term Care Insurance, Term Life Insurance, Employee Benefits, Disability Insurance, Risk Management, FINRA, Critical Illness, Loans, Roth IRA, Financial Planners
Education
Florida Institute of Technology 1996 — 1998
Certificate, Financial Planning
Florida Institute of Technology 1996 — 1997
Financial Planning
Bill Ebs, CPA, CFP® Bill Ebs, CPA, CFP®'s MetLife Securities Experience January 2015 - Present
Job Broker, Financial Planner & Registered Representative at MetLife Securities, Inc.
Industry Financial Services
Experience
MetLife Securities January 2015 - Present
MetLife Center for Special Needs Planning 2009 - Present
New England Securities 2008 - December 2014
Sheshunoff Information Services 2003 - 2008
EDS/NHIC 2002 - 2003
IntelliQuest 1998 - 2001
EDS 1989 - 1998
Education
Baylor University 1978 — 1982
bba, accounting
MetLife Securities January 2015 - Present
MetLife Center for Special Needs Planning 2009 - Present
New England Securities 2008 - December 2014
Sheshunoff Information Services 2003 - 2008
EDS/NHIC 2002 - 2003
IntelliQuest 1998 - 2001
EDS 1989 - 1998
Education
Baylor University 1978 — 1982
bba, accounting
Will Prest Will Prest's MetLife Securities Experience March 1998 - June 2003
Job Managing Partner, KWP Consulting
Industry Financial Services
Experience
KWP Consulting March 2012 - Present
Int'l Tennis Hall of Fame 2010 - 2015
Int'l Tennis Hall of Fame 2010 - 2015
Transamerica Retirement Management December 2005 - January 2012
H&R Block Financial Advisors 2002 - 2005
MetLife Securities March 1998 - June 2003
American Express Financial Advisors November 1990 - April 1999
Skills
Qualified Retirement..., Marketing Strategy, Business Development, Leadership Development, Strategic Planning, Business Strategy, Financial Advisor..., Financial Services -..., Financial Planning..., Financial Advisory, Strategic Financial..., Financial Services, Recruiting, New Business Development, Strategy, Sales, Management, Strategic Partnerships, Competitive Analysis, Leadership, Marketing, Mergers & Acquisitions, Integrated Marketing, Management Consulting, Business Planning, Retirement Planning, Retirement, Financial Planning
Education
Boston University Graduate School of Management 1993 — 1996
MBA, Marketing
University of Minnesota - Carlson School of Management 1991 — 1992
NA Transfered to BU, MBA
Pitzer College 1984 — 1987
Ba, Psychology
Colby College 1982 — 1984
NA transfer, Economics
KWP Consulting March 2012 - Present
Int'l Tennis Hall of Fame 2010 - 2015
Int'l Tennis Hall of Fame 2010 - 2015
Transamerica Retirement Management December 2005 - January 2012
H&R Block Financial Advisors 2002 - 2005
MetLife Securities March 1998 - June 2003
American Express Financial Advisors November 1990 - April 1999
Skills
Qualified Retirement..., Marketing Strategy, Business Development, Leadership Development, Strategic Planning, Business Strategy, Financial Advisor..., Financial Services -..., Financial Planning..., Financial Advisory, Strategic Financial..., Financial Services, Recruiting, New Business Development, Strategy, Sales, Management, Strategic Partnerships, Competitive Analysis, Leadership, Marketing, Mergers & Acquisitions, Integrated Marketing, Management Consulting, Business Planning, Retirement Planning, Retirement, Financial Planning
Education
Boston University Graduate School of Management 1993 — 1996
MBA, Marketing
University of Minnesota - Carlson School of Management 1991 — 1992
NA Transfered to BU, MBA
Pitzer College 1984 — 1987
Ba, Psychology
Colby College 1982 — 1984
NA transfer, Economics
Mark Tannenbaum, CLTC, LUTCF Mark Tannenbaum, CLTC, LUTCF's MetLife Securities Experience June 2006 - July 2011
Job Financial Advisor
Industry Financial Services
Experience
Park Avenue Securities LLC July 2011 - Present
MetLife Securities June 2006 - July 2011
Education
American College 2008 — 2010
LUTCF, Insurance and Financial
Corporation For Long Term Care Certification 2008 — 2008
CLTC, Long Term Care Planning
Nassau Community College 1967 — 1970
Business
Park Avenue Securities LLC July 2011 - Present
MetLife Securities June 2006 - July 2011
Education
American College 2008 — 2010
LUTCF, Insurance and Financial
Corporation For Long Term Care Certification 2008 — 2008
CLTC, Long Term Care Planning
Nassau Community College 1967 — 1970
Business
David J Novick, CFP, ChFC, CLU, MBA David J Novick, CFP, ChFC, CLU, MBA's MetLife Securities Experience January 2001 - November 2003
Job at Prometheus Capital Management Corp
Industry Financial Services
Experience
Prometheus Capital Management November 2003 - Present
MetLife Securities January 2001 - November 2003
Prudential Insurance Company of America February 1997 - December 2000
American Express Financial Advisors Inc September 1995 - February 1997
Skills
Retirement Planning, Investments, Annuities, Insurance, Mutual Funds, Financial Analysis, Asset Management, Estate Planning, Financial Planning, Wealth Management, Long Term Care, Investment Advisory, Asset Allocation, Strategic Financial..., Fixed Annuities, Financial Advisory, Portfolio Management, Financial Services, Retirement, Financial Planners, Investment Strategies, Series 7, Life Insurance, Securities, Small Business, Long-term Care
Education
Rider University 1997 — 2001
MBA, Finance
University of North Carolina at Greensboro 1991 — 1995
BS, Economics
New York University
Instructor, Certified Financial Planning Curriculum
Prometheus Capital Management November 2003 - Present
MetLife Securities January 2001 - November 2003
Prudential Insurance Company of America February 1997 - December 2000
American Express Financial Advisors Inc September 1995 - February 1997
Skills
Retirement Planning, Investments, Annuities, Insurance, Mutual Funds, Financial Analysis, Asset Management, Estate Planning, Financial Planning, Wealth Management, Long Term Care, Investment Advisory, Asset Allocation, Strategic Financial..., Fixed Annuities, Financial Advisory, Portfolio Management, Financial Services, Retirement, Financial Planners, Investment Strategies, Series 7, Life Insurance, Securities, Small Business, Long-term Care
Education
Rider University 1997 — 2001
MBA, Finance
University of North Carolina at Greensboro 1991 — 1995
BS, Economics
New York University
Instructor, Certified Financial Planning Curriculum
George Feist [Lion]'s MetLife Securities Experience August 1995 - April 2003
Job 360˚ Website and Digital Marketing Consultant
Industry Marketing and Advertising
Experience
Novus Management Services Corp. May 2003 - December 2008
Novus Interactive, LLC. March 2003 - June 2007
MetLife Securities August 1995 - April 2003
Skills
New Business Development, Strategic Planning, Insurance, Business Development, Marketing Strategy, Start-ups, Entrepreneurship, Online Marketing, CRM, Management, SEO
Education
Iona College 1974 — 1978
Novus Management Services Corp. May 2003 - December 2008
Novus Interactive, LLC. March 2003 - June 2007
MetLife Securities August 1995 - April 2003
Skills
New Business Development, Strategic Planning, Insurance, Business Development, Marketing Strategy, Start-ups, Entrepreneurship, Online Marketing, CRM, Management, SEO
Education
Iona College 1974 — 1978
Walquiria Alvarez Walquiria Alvarez's MetLife Securities Experience July 2013 - April 2015
Job Administrative Assistant / Customer Care
Industry
Experience
MetLife Securities July 2013 - April 2015
Herbalife June 2007 - 2015
Celsis Laboratory Group March 2003 - August 2007
Skills
● Accounts..., ● Microsoft Office,..., ● NetX Pro 360, BD..., ● Capable of working..., ●..., ● Detail-oriented,..., ● Highly experience in...
Education
Rio Salado College
Nursing
Middlesex County College
Computerized/Accounting Certificate Course
The Cittone Institute
Legal Administrative Assistant/Secretary
MetLife Securities July 2013 - April 2015
Herbalife June 2007 - 2015
Celsis Laboratory Group March 2003 - August 2007
Skills
● Accounts..., ● Microsoft Office,..., ● NetX Pro 360, BD..., ● Capable of working..., ●..., ● Detail-oriented,..., ● Highly experience in...
Education
Rio Salado College
Nursing
Middlesex County College
Computerized/Accounting Certificate Course
The Cittone Institute
Legal Administrative Assistant/Secretary
Chad Gassaway, CMT's MetLife Securities Experience 2008 - 2010
Job Futures and Equities Trader at Grace Trading
Industry Financial Services
Experience
Grace Trading 2011 - Present
JPMorgan Chase 2010 - 2011
MetLife Securities 2008 - 2010
Edward Jones 2006 - 2008
Skills
Technical Analysis, Market Profile, Investments, Trading, Futures, Equities, Financial Markets, Fixed Income, Portfolio Management, Financial Analysis, Capital Markets, Financial Modeling, Quantitative Finance, Derivatives, Bloomberg, Securities, Options, Risk Management, Asset Management
Education
University of Kentucky 2002 — 2007
Bachelor of Science (BS)
Borger High School
Grace Trading 2011 - Present
JPMorgan Chase 2010 - 2011
MetLife Securities 2008 - 2010
Edward Jones 2006 - 2008
Skills
Technical Analysis, Market Profile, Investments, Trading, Futures, Equities, Financial Markets, Fixed Income, Portfolio Management, Financial Analysis, Capital Markets, Financial Modeling, Quantitative Finance, Derivatives, Bloomberg, Securities, Options, Risk Management, Asset Management
Education
University of Kentucky 2002 — 2007
Bachelor of Science (BS)
Borger High School
Carnell E. Willis's MetLife Securities Experience October 2007 - June 2008
Job Advisor Support Analyst at Royal Alliance Financial Services
Industry Financial Services
Experience
AIG Advisor Group Royal Alliance Financial Sevice September 2008 - Present
METLIFE SECURITIES October 2007 - June 2008
MORGAN STANLEY TRUST June 2005 - October 2007
IDT Corporation January 2004 - June 2005
IDT Corporation January 2003 - June 2005
Prudential Investments November 1999 - May 2001
ARCHIE JACOBSON / QUAILS April 1997 - November 1999
MFS INTELENET COMPANY November 1994 - March 1997
CARNELL E. WILLIS December 1992 - October 1994
Bell Communications Research July 1990 - November 1992
Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Risk Management, Strategic Planning, Project Management, Business Analysis, Investments, Management, Microsoft Word, PowerPoint, Business Strategy, Change Management, Process Improvement, Portfolio Management, Financial Modeling, Sales, Accounting
Education
Middlesex County Community College
Business Management
Oakwood College
Liberal Arts
AIG Advisor Group Royal Alliance Financial Sevice September 2008 - Present
METLIFE SECURITIES October 2007 - June 2008
MORGAN STANLEY TRUST June 2005 - October 2007
IDT Corporation January 2004 - June 2005
IDT Corporation January 2003 - June 2005
Prudential Investments November 1999 - May 2001
ARCHIE JACOBSON / QUAILS April 1997 - November 1999
MFS INTELENET COMPANY November 1994 - March 1997
CARNELL E. WILLIS December 1992 - October 1994
Bell Communications Research July 1990 - November 1992
Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Risk Management, Strategic Planning, Project Management, Business Analysis, Investments, Management, Microsoft Word, PowerPoint, Business Strategy, Change Management, Process Improvement, Portfolio Management, Financial Modeling, Sales, Accounting
Education
Middlesex County Community College
Business Management
Oakwood College
Liberal Arts
Rebecca Tantillo Rebecca Tantillo's MetLife Securities Experience September 1997 - May 1999
Job Neuroscience Specialty Account Manager at Otsuka Pharmaceutical Companies (U.S.)
Industry Pharmaceuticals
Experience
Otsuka Pharmaceutical Companies (U.S.) December 2012 - Present
Bristol-Myers Squibb November 2010 - December 2012
Kowa Pharmaceuticals America, Inc December 2009 - November 2010
Wyeth December 2005 - December 2009
Wyeth Pharmaceuticals October 2004 - December 2005
Wyeth Pharmaceuticals April 2001 - October 2004
MetLife March 2000 - April 2001
MetLife May 1999 - March 2000
MetLife Securities September 1997 - May 1999
Skills
Rheumatology, Cardiology, Sales Operations, Gastroenterology, Pharmaceutical Sales, Sales, Neurology, Managed Care, Hospital Sales, Oncology, Psychiatry, Selling Skills
Education
Kutztown University of Pennsylvania 1992 — 1996
BA, PSYCHOLOGY
Otsuka Pharmaceutical Companies (U.S.) December 2012 - Present
Bristol-Myers Squibb November 2010 - December 2012
Kowa Pharmaceuticals America, Inc December 2009 - November 2010
Wyeth December 2005 - December 2009
Wyeth Pharmaceuticals October 2004 - December 2005
Wyeth Pharmaceuticals April 2001 - October 2004
MetLife March 2000 - April 2001
MetLife May 1999 - March 2000
MetLife Securities September 1997 - May 1999
Skills
Rheumatology, Cardiology, Sales Operations, Gastroenterology, Pharmaceutical Sales, Sales, Neurology, Managed Care, Hospital Sales, Oncology, Psychiatry, Selling Skills
Education
Kutztown University of Pennsylvania 1992 — 1996
BA, PSYCHOLOGY
Brett Gillespie Brett Gillespie's MetLife Securities Experience September 2011 - August 2013
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2013 - Present
MetLife Securities September 2011 - August 2013
La Jolla Sports Club February 2005 - December 2011
Scholarship for Athletes October 2010 - September 2011
Skills
Investments, Retirement Planning, Asset Managment, Risk Management, Wealth Accumulation, Wealth Preservation...
Education
University of San Diego 2000 — 2004
Bachelor of Business Administration
West Linn HS
LPL Financial September 2013 - Present
MetLife Securities September 2011 - August 2013
La Jolla Sports Club February 2005 - December 2011
Scholarship for Athletes October 2010 - September 2011
Skills
Investments, Retirement Planning, Asset Managment, Risk Management, Wealth Accumulation, Wealth Preservation...
Education
University of San Diego 2000 — 2004
Bachelor of Business Administration
West Linn HS
Vernon Delaney Hobbs's MetLife Securities Experience May 2009 - September 2015
Job Private Client Advisor at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2015 - Present
MetLife Securities May 2009 - September 2015
Silicon Valley University / San Jose State University / Keller Graduate School of Management / UOPX January 2006 - July 2015
Bank of America Merrill Lynch October 2006 - June 2009
Ameritas Investment Corp. January 2002 - October 2006
Cisco January 1996 - January 2002
USL Capital, Inc. (Ford Motor Credit subsidiary) January 1990 - December 1995
Charles Schwab October 1987 - January 1990
Skills
Teaching, Research, Microsoft Excel, PowerPoint, Critical Thinking, Leadership, Staff Development, Microsoft Office, Strategic Planning, Customer Service, Microsoft Word, Budgets, Adult Education, Public Speaking, Project Management, University Teaching, Higher Education, Time Management, Instructional Design, Student Development, Distance Learning, Student Affairs, E-Learning, Curriculum Development, Financial Modeling, Business Intelligence..., Macroeconomics, Monte Carlo Simulation, Regression Analysis, Statistics, Cash Flow Forecasting, Corporate FP&A, Financial Analysis
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Florida State University - College of Business
Bachelor of Science (B.S.), Accounting
JPMorgan Chase & Co. September 2015 - Present
MetLife Securities May 2009 - September 2015
Silicon Valley University / San Jose State University / Keller Graduate School of Management / UOPX January 2006 - July 2015
Bank of America Merrill Lynch October 2006 - June 2009
Ameritas Investment Corp. January 2002 - October 2006
Cisco January 1996 - January 2002
USL Capital, Inc. (Ford Motor Credit subsidiary) January 1990 - December 1995
Charles Schwab October 1987 - January 1990
Skills
Teaching, Research, Microsoft Excel, PowerPoint, Critical Thinking, Leadership, Staff Development, Microsoft Office, Strategic Planning, Customer Service, Microsoft Word, Budgets, Adult Education, Public Speaking, Project Management, University Teaching, Higher Education, Time Management, Instructional Design, Student Development, Distance Learning, Student Affairs, E-Learning, Curriculum Development, Financial Modeling, Business Intelligence..., Macroeconomics, Monte Carlo Simulation, Regression Analysis, Statistics, Cash Flow Forecasting, Corporate FP&A, Financial Analysis
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Florida State University - College of Business
Bachelor of Science (B.S.), Accounting
Vincent Gahren Vincent Gahren's MetLife Securities Experience March 2012 - September 2012
Job Managing Partner/Tax & Investment Advisor at Trinity Asset Partners, LLC
Industry Financial Services
Experience
Trinity Asset Partners, LLC September 2012 - Present
Wall Street Capitol an office of MetLife March 2012 - September 2012
MetLife Securities March 2012 - September 2012
Lincoln Financial Group November 2011 - June 2012
HF Financial February 2009 - October 2011
Waddell & Reed March 2008 - February 2010
ING Financial Partners April 2006 - June 2008
Ameriprise Financial Advisors January 2001 - July 2005
Skills
Mutual Funds, Securities, Investments, Financial Planning, Asset Allocation, Insurance, Wealth Management, Estate Planning, Health Insurance..., Portfolio Management, Small Business, Alternative Investments, Individual Health..., Life Settlements, Private Placements, Wealth, Financial Planners, Qualified Retirement..., Pensions, Wealth Accumulation, Financial Advisory, Succession Planning, Bonds, Wealth Preservation..., Asset Management, Business Planning, Employee Benefits, Fixed Income, Life Insurance, Disability Insurance, Finance, Investment Advisory, Structured Products, Strategic Financial..., Defined Benefit, Risk Management, Income Protection, Equities, Self-Directed IRA Fund..., Series 63, Roth IRA, Insurance Planning, Tax-Free Investments, Financial Services, Tax Planning, Cash Flow Maximization, Series 7, Series 65, Affordable Care Act
Education
University of North Carolina at Charlotte 1995 — 1998
BA, History
Fordham University 1990 — 1991
General Education
Trinity Asset Partners, LLC September 2012 - Present
Wall Street Capitol an office of MetLife March 2012 - September 2012
MetLife Securities March 2012 - September 2012
Lincoln Financial Group November 2011 - June 2012
HF Financial February 2009 - October 2011
Waddell & Reed March 2008 - February 2010
ING Financial Partners April 2006 - June 2008
Ameriprise Financial Advisors January 2001 - July 2005
Skills
Mutual Funds, Securities, Investments, Financial Planning, Asset Allocation, Insurance, Wealth Management, Estate Planning, Health Insurance..., Portfolio Management, Small Business, Alternative Investments, Individual Health..., Life Settlements, Private Placements, Wealth, Financial Planners, Qualified Retirement..., Pensions, Wealth Accumulation, Financial Advisory, Succession Planning, Bonds, Wealth Preservation..., Asset Management, Business Planning, Employee Benefits, Fixed Income, Life Insurance, Disability Insurance, Finance, Investment Advisory, Structured Products, Strategic Financial..., Defined Benefit, Risk Management, Income Protection, Equities, Self-Directed IRA Fund..., Series 63, Roth IRA, Insurance Planning, Tax-Free Investments, Financial Services, Tax Planning, Cash Flow Maximization, Series 7, Series 65, Affordable Care Act
Education
University of North Carolina at Charlotte 1995 — 1998
BA, History
Fordham University 1990 — 1991
General Education
Sean M. Donlan, CFP®, ChFC®, CLU®, CASL® Sean M. Donlan, CFP®, ChFC®, CLU®, CASL®'s MetLife Securities Experience November 2000 - Present
Job Financial Services Representative and Financial Planner
Industry Financial Services
Experience
MetLife Premier Client Group of New Jersey, an office of MetLife November 2000 - Present
Metlife Securities November 2000 - Present
Skills
Investment Strategies, Investments, FINRA, Finance, Retirement Planning, Financial Planning, Financial Services, Securities, Retirement, Mutual Funds, Succession Planning, Asset Allocation, Insurance, Employee Benefits, Long-term Care, Strategic Financial..., New Business Development, Financial Advisory, Series 7, Tax, Customer Service, Sales, IRAs, Small Business, Series 6, Disability Insurance, Investment Advisory, Strategic Planning, Wealth Management, Estate Planning, Executive Benefit..., Portfolio Management, Life Insurance, Fixed Annuities, 401k, 401k Rollovers, Investment Advisory..., Series 63
Education
Stockton University 1991 — 1996
Monsignor Donovan
MetLife Premier Client Group of New Jersey, an office of MetLife November 2000 - Present
Metlife Securities November 2000 - Present
Skills
Investment Strategies, Investments, FINRA, Finance, Retirement Planning, Financial Planning, Financial Services, Securities, Retirement, Mutual Funds, Succession Planning, Asset Allocation, Insurance, Employee Benefits, Long-term Care, Strategic Financial..., New Business Development, Financial Advisory, Series 7, Tax, Customer Service, Sales, IRAs, Small Business, Series 6, Disability Insurance, Investment Advisory, Strategic Planning, Wealth Management, Estate Planning, Executive Benefit..., Portfolio Management, Life Insurance, Fixed Annuities, 401k, 401k Rollovers, Investment Advisory..., Series 63
Education
Stockton University 1991 — 1996
Monsignor Donovan
Russell James Sr Russell James Sr's MetLife Securities Experience April 2009 - February 2012
Job Financial Advisor
Industry Financial Services
Experience
CPS Financial Services - (Financial Strategies For Life) August 2013 - Present
National Life Group August 2013 - Present
NYLIFE Securities, LLC March 2012 - July 2013
New York Life Insurance Company March 2012 - July 2013
MetLife Securities April 2009 - February 2012
MetLife April 2009 - February 2012
World Financial Group (WFG) February 2003 - July 2009
Citizens Financial Mortgage Corp. November 2007 - May 2009
Prime Star Mortgage Corporation March 2004 - October 2007
South Shore Mortgage Corporation February 2001 - March 2004
Skills
Fixed Annuities, Life Insurance, Insurance, Long Term Care Insurance, Annuity Sales, Voluntary Employee..., Final Expense Planning, Business Continuity...
Education
Baruch College, City University of New York (CUNY)
BA, Business Management
Cayuga County Community College 1978 — 1980
ASSOC, Business Administration
CPS Financial Services - (Financial Strategies For Life) August 2013 - Present
National Life Group August 2013 - Present
NYLIFE Securities, LLC March 2012 - July 2013
New York Life Insurance Company March 2012 - July 2013
MetLife Securities April 2009 - February 2012
MetLife April 2009 - February 2012
World Financial Group (WFG) February 2003 - July 2009
Citizens Financial Mortgage Corp. November 2007 - May 2009
Prime Star Mortgage Corporation March 2004 - October 2007
South Shore Mortgage Corporation February 2001 - March 2004
Skills
Fixed Annuities, Life Insurance, Insurance, Long Term Care Insurance, Annuity Sales, Voluntary Employee..., Final Expense Planning, Business Continuity...
Education
Baruch College, City University of New York (CUNY)
BA, Business Management
Cayuga County Community College 1978 — 1980
ASSOC, Business Administration
Donald P. Boucher, CRPC® Donald P. Boucher, CRPC®'s MetLife Securities Experience March 2009 - April 2011
Job Managing Partner Wealth Advisor
Industry Financial Services
Experience
Copper Canyon Wealth Management April 2011 - Present
MetLife Securities March 2009 - April 2011
Smith Barney June 2004 - June 2007
Merrill Lynch March 2000 - June 2004
CPS Publishing June 1998 - December 1999
Los Angeles County Sheriff's Department September 1982 - January 1996
Skills
Investment Management, Personalized Investment..., Retirement Planning, Strategic and Tactical..., Fee-Based Asset..., Alternative Investments, Tax-advantaged..., Personalized Retirement..., Variable Annuities, Fixed Annuities, Fixed Income Portfolio..., Guaranteed Lifetime..., Estate and Trust..., Family, Corporate and..., Charitable Remainder..., The Private Trust..., Employer Sponsored..., Solo 401k Plans, College Education..., Life Insurance, Long Term Care Insurance, Disability Insurance, Health Insurance, Stocks, Mutual Funds, Exchange Traded Funds, Managed Futures, Real Esate Investment..., 401k, 403b, 457 and TSP..., Mortgage Planning, IRAs, Roth IRAs, SEP IRAs, Personal Tax Planning, Personal Liability..., Working with Seniors..., Retired Detective, Los..., Utilizing Investigative..., Retired and Active Law..., Retired and Active..., Retired and Active Fire..., Retired and Active..., Retired and Active..., Business Liability..., Women Owned Business, Business Owner Planning, Business Succession..., Business Tax Planning, Buy-Sell Agreements, Personal Financial...
Education
The American College
Advanced Financial Planning
College for Financial Planning 2004 — 2005
Chartered Retirement Planning Counselor
California State University-San Bernardino 1997 — 1999
B.A., Business Administration - Finance and Management
Antelope Valley College 1995 — 1997
A.S., Business Administration
Antelope Valley College 1995 — 1997
A.A., Letters, Arts and Science
California Peace Officers Standards and Training 1996 — 1996
Advanced Certificate, Law Enforcement
California Peace Officers Standards and Training 1995 — 1995
Intermediate Certificate, Law Enforcement
Los Angeles County Sheriff's Academy 1982 — 1983
Basic Certificate, California Peace Officers Standards and Training, Law Enforcement
Copper Canyon Wealth Management April 2011 - Present
MetLife Securities March 2009 - April 2011
Smith Barney June 2004 - June 2007
Merrill Lynch March 2000 - June 2004
CPS Publishing June 1998 - December 1999
Los Angeles County Sheriff's Department September 1982 - January 1996
Skills
Investment Management, Personalized Investment..., Retirement Planning, Strategic and Tactical..., Fee-Based Asset..., Alternative Investments, Tax-advantaged..., Personalized Retirement..., Variable Annuities, Fixed Annuities, Fixed Income Portfolio..., Guaranteed Lifetime..., Estate and Trust..., Family, Corporate and..., Charitable Remainder..., The Private Trust..., Employer Sponsored..., Solo 401k Plans, College Education..., Life Insurance, Long Term Care Insurance, Disability Insurance, Health Insurance, Stocks, Mutual Funds, Exchange Traded Funds, Managed Futures, Real Esate Investment..., 401k, 403b, 457 and TSP..., Mortgage Planning, IRAs, Roth IRAs, SEP IRAs, Personal Tax Planning, Personal Liability..., Working with Seniors..., Retired Detective, Los..., Utilizing Investigative..., Retired and Active Law..., Retired and Active..., Retired and Active Fire..., Retired and Active..., Retired and Active..., Business Liability..., Women Owned Business, Business Owner Planning, Business Succession..., Business Tax Planning, Buy-Sell Agreements, Personal Financial...
Education
The American College
Advanced Financial Planning
College for Financial Planning 2004 — 2005
Chartered Retirement Planning Counselor
California State University-San Bernardino 1997 — 1999
B.A., Business Administration - Finance and Management
Antelope Valley College 1995 — 1997
A.S., Business Administration
Antelope Valley College 1995 — 1997
A.A., Letters, Arts and Science
California Peace Officers Standards and Training 1996 — 1996
Advanced Certificate, Law Enforcement
California Peace Officers Standards and Training 1995 — 1995
Intermediate Certificate, Law Enforcement
Los Angeles County Sheriff's Academy 1982 — 1983
Basic Certificate, California Peace Officers Standards and Training, Law Enforcement
Jon Delmonico's MetLife Securities Experience December 2001 - July 2002
Job Customer Service Account Manager at PlotWatt
Industry Restaurants
Experience
PlotWatt February 2015 - Present
Highwoods Properties June 2012 - February 2015
Highwoods Properties March 2009 - June 2012
Fidelity Investments December 2007 - February 2009
Fidelity Investments September 2003 - December 2007
M&T Securities July 2002 - October 2003
Metlife Securities December 2001 - July 2002
Putnam Investments February 1999 - October 2001
YMCA 1996 - 1998
Skills
Team Leadership, Research Project..., Pensions, Non-Qualified Deferred..., Process Improvement, Call Center, Employee Benefits, Benefits Administration, Vendor Management, Investments, Customer Service, Relationship Management, Asset Managment, Series 63, Call Centers, Leadership, Management, Human Resources, Training, Finance, Microsoft Office, Real Estate
Education
Buffalo State College 1992 — 1996
Bachelor of Arts, Mass Communications
State University of New York College at Buffalo 1992 — 1996
BA, Communications
PlotWatt February 2015 - Present
Highwoods Properties June 2012 - February 2015
Highwoods Properties March 2009 - June 2012
Fidelity Investments December 2007 - February 2009
Fidelity Investments September 2003 - December 2007
M&T Securities July 2002 - October 2003
Metlife Securities December 2001 - July 2002
Putnam Investments February 1999 - October 2001
YMCA 1996 - 1998
Skills
Team Leadership, Research Project..., Pensions, Non-Qualified Deferred..., Process Improvement, Call Center, Employee Benefits, Benefits Administration, Vendor Management, Investments, Customer Service, Relationship Management, Asset Managment, Series 63, Call Centers, Leadership, Management, Human Resources, Training, Finance, Microsoft Office, Real Estate
Education
Buffalo State College 1992 — 1996
Bachelor of Arts, Mass Communications
State University of New York College at Buffalo 1992 — 1996
BA, Communications
Gil Rozenblatt's MetLife Securities Experience 2000 - 2002
Job BizDev @ WiserOps
Industry Internet
Experience
WiserOps, Inc. [The Wiser Growth Consultancy] January 2007 - Present
GuideVine December 2013 - December 2014
ZenBuy March 2012 - April 2013
HighDefOnline March 2003 - October 2009
MetLife Securities 2000 - 2002
Skills
SEO, SEM, Online Marketing, PPC, Social Media, Online Advertising, Web Analytics, Business Development, Keyword Research, Web Marketing, Digital Marketing, Marketing Strategy, Start-ups, Strategy, Google Webmaster Tools, Link Building, Content Management, Marketing Research, Venture Capital, Journalism, Community Outreach, Automation, Innovation Management, Conversion Optimization, Strategic Partnerships, New Business Development, Strategic Planning, Physical Security, Digital Strategy, Google Analytics, Facebook, Landing Page..., Lead Generation, Mobile Marketing, Google Adwords, Digital Media, B2B Marketing, Marketing, Management, E-commerce, Social Media Marketing, Managing Corporate..., Global Marketing, Business Planning, Execution of Business..., Sales, Affiliate Marketing, Email Marketing, Entrepreneurship, Blogging
Education
City University of New York-Brooklyn College 1997 — 2001
Bachelor of Arts (B.A.), Marketing, 4.0
WiserOps, Inc. [The Wiser Growth Consultancy] January 2007 - Present
GuideVine December 2013 - December 2014
ZenBuy March 2012 - April 2013
HighDefOnline March 2003 - October 2009
MetLife Securities 2000 - 2002
Skills
SEO, SEM, Online Marketing, PPC, Social Media, Online Advertising, Web Analytics, Business Development, Keyword Research, Web Marketing, Digital Marketing, Marketing Strategy, Start-ups, Strategy, Google Webmaster Tools, Link Building, Content Management, Marketing Research, Venture Capital, Journalism, Community Outreach, Automation, Innovation Management, Conversion Optimization, Strategic Partnerships, New Business Development, Strategic Planning, Physical Security, Digital Strategy, Google Analytics, Facebook, Landing Page..., Lead Generation, Mobile Marketing, Google Adwords, Digital Media, B2B Marketing, Marketing, Management, E-commerce, Social Media Marketing, Managing Corporate..., Global Marketing, Business Planning, Execution of Business..., Sales, Affiliate Marketing, Email Marketing, Entrepreneurship, Blogging
Education
City University of New York-Brooklyn College 1997 — 2001
Bachelor of Arts (B.A.), Marketing, 4.0
Byron Whatley's MetLife Securities Experience December 2010 - September 2012
Job Financial Representative at The Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group September 2012 - Present
MetLife Securities December 2010 - September 2012
Perimeter eSecurity November 2007 - July 2010
igxglobal April 2006 - December 2007
Education
University of Georgia 1983 — 1989
Bachelor of Arts (B.A.), Journalism
Mays High School 1982 — 1983
The Principal Financial Group September 2012 - Present
MetLife Securities December 2010 - September 2012
Perimeter eSecurity November 2007 - July 2010
igxglobal April 2006 - December 2007
Education
University of Georgia 1983 — 1989
Bachelor of Arts (B.A.), Journalism
Mays High School 1982 — 1983
Daniel Buckley's MetLife Securities Experience July 2000 - November 2001
Job Investment Specialist/ Investment Advisor Representative, MetLife Premier Client Group, New York South
Industry Financial Services
Experience
MetLife February 2012 - Present
MetLife Broker Dealer Group December 2007 - February 2012
MetLife Broker Dealer Group August 2004 - December 2007
MetLife Broker Dealer Group November 2003 - August 2004
MetLife Broker Dealer Group November 2001 - May 2003
MetLife Securities July 2000 - November 2001
Republic National Bank of New York/HSBC Bank USA July 1994 - May 2000
Skills
Variable Annuities, Series 7, Series 24, Series 65, Life Insurance, Series 4, Series 53, Series 55, Wealth Management, Sales Management, Sales Presentations, Business Case Design, Fixed Income, Client Presentation
Education
St. John's University 1990 — 1994
B.S, Accounting
MetLife February 2012 - Present
MetLife Broker Dealer Group December 2007 - February 2012
MetLife Broker Dealer Group August 2004 - December 2007
MetLife Broker Dealer Group November 2003 - August 2004
MetLife Broker Dealer Group November 2001 - May 2003
MetLife Securities July 2000 - November 2001
Republic National Bank of New York/HSBC Bank USA July 1994 - May 2000
Skills
Variable Annuities, Series 7, Series 24, Series 65, Life Insurance, Series 4, Series 53, Series 55, Wealth Management, Sales Management, Sales Presentations, Business Case Design, Fixed Income, Client Presentation
Education
St. John's University 1990 — 1994
B.S, Accounting
Brendan Melanophy's MetLife Securities Experience July 2013 - September 2013
Job Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management October 2013 - Present
MetLife Securities July 2013 - September 2013
New York Jets May 2013 - May 2013
Fordham University Football Team June 2009 - May 2013
Pavarini Construction June 2010 - July 2012
Raiffeisen Bank International May 2011 - July 2011
UBS Financial Services January 2011 - March 2011
Fordham University September 2010 - January 2011
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Major: Finance and Minor: Economics, Magna Cum Laude
Danbury High School 2005 — 2009
Bernstein Global Wealth Management October 2013 - Present
MetLife Securities July 2013 - September 2013
New York Jets May 2013 - May 2013
Fordham University Football Team June 2009 - May 2013
Pavarini Construction June 2010 - July 2012
Raiffeisen Bank International May 2011 - July 2011
UBS Financial Services January 2011 - March 2011
Fordham University September 2010 - January 2011
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Major: Finance and Minor: Economics, Magna Cum Laude
Danbury High School 2005 — 2009
Anthony Pappalardo Anthony Pappalardo's MetLife Securities Experience September 2003 - October 2004
Job VP Compliance at Jefferies & Company
Industry Investment Banking
Experience
Jefferies and Company, Inc October 2004 - Present
MetLife Securities September 2003 - October 2004
Paragon Capital Markets March 2000 - September 2003
SG Cowen and Company April 1999 - March 2000
Sharpe Capital Corporation (now National Securities) June 1994 - April 1999
Dean Witter (Morgan Stanley) June 1993 - June 1994
Lehman Brothers June 1992 - June 1993
Prudential Insurance September 1991 - June 1992
KPMG Peat Marwick August 1990 - September 1991
Deloitte and Touche June 1984 - August 1990
Skills
Securities, Equities, Hedge Funds, Series 7, Capital Markets, Series 24, Trading, Series 63, Equity Trading, Bloomberg, Electronic Trading, Options, Fixed Income, Investment Banking, Derivatives, Alternative Investments, Private Equity, Trading Systems, AML, Financial Markets
Education
Rutgers University 1986 — 1990
BS, Accounting
Rutgers, The State University of New Jersey-Newark 1986 — 1990
BS, Accounting
Jefferies and Company, Inc October 2004 - Present
MetLife Securities September 2003 - October 2004
Paragon Capital Markets March 2000 - September 2003
SG Cowen and Company April 1999 - March 2000
Sharpe Capital Corporation (now National Securities) June 1994 - April 1999
Dean Witter (Morgan Stanley) June 1993 - June 1994
Lehman Brothers June 1992 - June 1993
Prudential Insurance September 1991 - June 1992
KPMG Peat Marwick August 1990 - September 1991
Deloitte and Touche June 1984 - August 1990
Skills
Securities, Equities, Hedge Funds, Series 7, Capital Markets, Series 24, Trading, Series 63, Equity Trading, Bloomberg, Electronic Trading, Options, Fixed Income, Investment Banking, Derivatives, Alternative Investments, Private Equity, Trading Systems, AML, Financial Markets
Education
Rutgers University 1986 — 1990
BS, Accounting
Rutgers, The State University of New Jersey-Newark 1986 — 1990
BS, Accounting
Emmanuella Durandisse Emmanuella Durandisse's MetLife Securities Experience September 2010 - May 2011
Job Financial Manager at Graphics by Color Group
Industry Accounting
Experience
Graphics by Color Group May 2014 - Present
Professional Liability Consulting Services, Inc. May 2013 - May 2014
Kids and the Training Institute, Inc. January 2012 - November 2012
RSA, Inc. July 2011 - October 2011
MetLife Securities September 2010 - May 2011
Skills
Ad-hoc projects, Verbal and written..., Organization, PowerPoint, Research, Microsoft Office, SPSS, Spanish, Microsoft Excel, Event Planning, Microsoft Word, Editing, Social Media, Non-profits, Outlook, Data Analysis, Online Research, Public Speaking, Nonprofits, Access
Education
Pace University - Lubin School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
New York University 2007 — 2011
BA, Psychology
Nyack High School 2004 — 2007
Graphics by Color Group May 2014 - Present
Professional Liability Consulting Services, Inc. May 2013 - May 2014
Kids and the Training Institute, Inc. January 2012 - November 2012
RSA, Inc. July 2011 - October 2011
MetLife Securities September 2010 - May 2011
Skills
Ad-hoc projects, Verbal and written..., Organization, PowerPoint, Research, Microsoft Office, SPSS, Spanish, Microsoft Excel, Event Planning, Microsoft Word, Editing, Social Media, Non-profits, Outlook, Data Analysis, Online Research, Public Speaking, Nonprofits, Access
Education
Pace University - Lubin School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
New York University 2007 — 2011
BA, Psychology
Nyack High School 2004 — 2007
Tamara Melman's MetLife Securities Experience October 1998 - April 2000
Job Regional Vice President of Client Relations at Voya
Industry Financial Services
Experience
Voya Financial March 2015 - Present
Voya Financial September 2014 - Present
ING U.S. November 2007 - Present
ING U.S. April 2000 - November 2007
MetLife Securities October 1998 - April 2000
Skills
Mutual Funds, Series 63, 401k, Pensions, Relationship Management, Financial Services, Investments, Retirement Planning, Series 6, Retirement, Asset Allocation, Strategic Financial..., Insurance, Defined Contribution, Series 65, Qualified Retirement..., Profit Sharing, Investment Strategies, IRAs, Finance, Life Insurance
Education
University of Massachusetts Boston 2002 — 2005
MBA, Finance
Ithaca College 1993 — 1997
Voya Financial March 2015 - Present
Voya Financial September 2014 - Present
ING U.S. November 2007 - Present
ING U.S. April 2000 - November 2007
MetLife Securities October 1998 - April 2000
Skills
Mutual Funds, Series 63, 401k, Pensions, Relationship Management, Financial Services, Investments, Retirement Planning, Series 6, Retirement, Asset Allocation, Strategic Financial..., Insurance, Defined Contribution, Series 65, Qualified Retirement..., Profit Sharing, Investment Strategies, IRAs, Finance, Life Insurance
Education
University of Massachusetts Boston 2002 — 2005
MBA, Finance
Ithaca College 1993 — 1997
Carolyn Comoletti's MetLife Securities Experience 1999 - 2000
Job Vice President at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
State Street Bank June 2007 - Present
MFS Investment Management July 2000 - June 2007
Metlife Securities 1999 - 2000
Education
University of Massachusetts Boston
University of Massachusetts Dartmouth
State Street May 2015 - Present
State Street Bank June 2007 - Present
MFS Investment Management July 2000 - June 2007
Metlife Securities 1999 - 2000
Education
University of Massachusetts Boston
University of Massachusetts Dartmouth
Quentin Moore's MetLife Securities Experience August 2007 - July 2014
Job Business Development Specialist
Industry Investment Management
Experience
MetLife Securities August 2007 - July 2014
MetLife Securities April 2006 - July 2007
MetLife Securities June 2004 - April 2006
New England Securities April 2003 - June 2004
New England Securities April 2001 - April 2003
New England Securities December 2000 - April 2001
New England Securities December 1999 - December 2000
T.R. Miller Company Inc. January 1994 - November 1997
Skills
Sales, Mutual Funds, Business Development, Insurance, Training, Management, Investments, Business Strategy, Fixed Annuities, Financial Services, Retirement Planning, Retirement, Series 7, Life Insurance, Wealth Management, Disability Insurance, Term Life Insurance, Sales Management, Relationship Management, Team Building, Mentoring, Portfolio Analysis, Wholesaling, Strategic Planning, Partnership Development, Distribution Management, Channel Management, Process Improvement, Project Management, Portfolio Management
Education
Centenary College
Business Administration
Marquette University
MetLife Securities August 2007 - July 2014
MetLife Securities April 2006 - July 2007
MetLife Securities June 2004 - April 2006
New England Securities April 2003 - June 2004
New England Securities April 2001 - April 2003
New England Securities December 2000 - April 2001
New England Securities December 1999 - December 2000
T.R. Miller Company Inc. January 1994 - November 1997
Skills
Sales, Mutual Funds, Business Development, Insurance, Training, Management, Investments, Business Strategy, Fixed Annuities, Financial Services, Retirement Planning, Retirement, Series 7, Life Insurance, Wealth Management, Disability Insurance, Term Life Insurance, Sales Management, Relationship Management, Team Building, Mentoring, Portfolio Analysis, Wholesaling, Strategic Planning, Partnership Development, Distribution Management, Channel Management, Process Improvement, Project Management, Portfolio Management
Education
Centenary College
Business Administration
Marquette University
David Hammer's MetLife Securities Experience July 2014 - Present
Job Financial Services Representative/Financial Advisor at MetLife Solutions Group
Industry Financial Services
Experience
MetLife Securities July 2014 - Present
Florham Park Wealth Advisors LLC June 2012 - June 2014
Oppenheimer & Co. August 2008 - June 2012
Stifel Nicolaus April 2002 - August 2008
Gruntal & Co. October 1995 - April 2002
Skills
Asset Allocation, Retirement Planning, Investment Strategies, Investments, Securities, Mutual Funds, Equities, Strategic Financial..., Bonds, Alternative Investments, Retirement, Estate Investment...
Education
University of Michigan 1984 — 1988
BA, Economics
Livingston High School 1981 — 1983
MetLife Securities July 2014 - Present
Florham Park Wealth Advisors LLC June 2012 - June 2014
Oppenheimer & Co. August 2008 - June 2012
Stifel Nicolaus April 2002 - August 2008
Gruntal & Co. October 1995 - April 2002
Skills
Asset Allocation, Retirement Planning, Investment Strategies, Investments, Securities, Mutual Funds, Equities, Strategic Financial..., Bonds, Alternative Investments, Retirement, Estate Investment...
Education
University of Michigan 1984 — 1988
BA, Economics
Livingston High School 1981 — 1983
Shawn Dotterer's MetLife Securities Experience March 2009 - November 2009
Job Registered Private Client Associate
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2015 - Present
The Vanguard Group November 2009 - March 2015
MetLife Securities March 2009 - November 2009
Merrill Lynch February 2008 - March 2009
Skills
Series 63, Series 7, FINRA, Mutual Funds, Retirement Planning, ETFs, IRAs, Retirement, Wealth Management, Asset Allocation, Securities, 401k, Fixed Annuities, Investment Advisory, Investment Strategies, Equities, Series 65, Investments, Financial Services, Finance, Series 66, Financial Planning
Education
La Salle University 2003 — 2007
BSBA, Finance & Risk Management & Insurance
Janney Montgomery Scott LLC March 2015 - Present
The Vanguard Group November 2009 - March 2015
MetLife Securities March 2009 - November 2009
Merrill Lynch February 2008 - March 2009
Skills
Series 63, Series 7, FINRA, Mutual Funds, Retirement Planning, ETFs, IRAs, Retirement, Wealth Management, Asset Allocation, Securities, 401k, Fixed Annuities, Investment Advisory, Investment Strategies, Equities, Series 65, Investments, Financial Services, Finance, Series 66, Financial Planning
Education
La Salle University 2003 — 2007
BSBA, Finance & Risk Management & Insurance
Lisa Garrity-Wacha's MetLife Securities Experience July 2004 - August 2005
Job Owner at Ocean Organics Juice Bar
Industry Food & Beverages
Experience
Ocean Organics Juice Bar & Cafe May 2013 - Present
Victoria's Secret Direct March 2011 - January 2013
Victoria's Secret Direct September 2008 - March 2011
Victoria's Secret Direct August 2007 - September 2008
GUGGENHEIM SECURITES April 2007 - August 2007
MetLife January 2006 - March 2007
Deutsche Bank August 2005 - January 2006
METLIFE SECURITIES July 2004 - August 2005
PNC August 2000 - July 2004
WACHOVIA SECURITIES April 2003 - November 2003
Skills
Fashion, Time Management, Microsoft Word, Event Management, Trend Analysis, E-commerce, Apparel, Outlook, Retail
Education
Thomas Edison State College 1998 — 2002
B.S, Management
American Institute of Banking 1994 — 1996
Certificate, Finance
Fashion Institute of Technology New
Continuing Education, Meeting and Event Planning
Ocean Organics Juice Bar & Cafe May 2013 - Present
Victoria's Secret Direct March 2011 - January 2013
Victoria's Secret Direct September 2008 - March 2011
Victoria's Secret Direct August 2007 - September 2008
GUGGENHEIM SECURITES April 2007 - August 2007
MetLife January 2006 - March 2007
Deutsche Bank August 2005 - January 2006
METLIFE SECURITIES July 2004 - August 2005
PNC August 2000 - July 2004
WACHOVIA SECURITIES April 2003 - November 2003
Skills
Fashion, Time Management, Microsoft Word, Event Management, Trend Analysis, E-commerce, Apparel, Outlook, Retail
Education
Thomas Edison State College 1998 — 2002
B.S, Management
American Institute of Banking 1994 — 1996
Certificate, Finance
Fashion Institute of Technology New
Continuing Education, Meeting and Event Planning
Joyce Bruni-Jared's MetLife Securities Experience November 2014 - Present
Job Administrative Professional in the Financial and Consumer Product industries.
Industry Financial Services
Experience
MetLife Securities November 2014 - Present
HSBC November 2013 - Present
Ghent Family Dentistry August 2013 - November 2013
HSBC November 2009 - April 2013
Cox Communications February 2009 - November 2009
Cox Communications 1981 - 1999
City of Homestead Florida September 1992 - March 1997
Americable International March 1991 - September 1992
Skills
Training, Leadership, Customer Service, Sales, Customer Satisfaction, System Administration, Time Management, Microsoft Excel, Data Entry, Accounts Receivable, Administrative..., Accounts Payable, Finance, Credit, Outlook, Microsoft Word, Customer Experience, Credit Risk, Credit Analysis, Telecommunications, Technical Support, Troubleshooting, Loans, Microsoft Office, Invoicing, Administration
Education
Adult Learning Center 2013 — 2013
Dental Assisting/Assistant
Tidewater Community College
English
MetLife Securities November 2014 - Present
HSBC November 2013 - Present
Ghent Family Dentistry August 2013 - November 2013
HSBC November 2009 - April 2013
Cox Communications February 2009 - November 2009
Cox Communications 1981 - 1999
City of Homestead Florida September 1992 - March 1997
Americable International March 1991 - September 1992
Skills
Training, Leadership, Customer Service, Sales, Customer Satisfaction, System Administration, Time Management, Microsoft Excel, Data Entry, Accounts Receivable, Administrative..., Accounts Payable, Finance, Credit, Outlook, Microsoft Word, Customer Experience, Credit Risk, Credit Analysis, Telecommunications, Technical Support, Troubleshooting, Loans, Microsoft Office, Invoicing, Administration
Education
Adult Learning Center 2013 — 2013
Dental Assisting/Assistant
Tidewater Community College
English
Tara Ashby's MetLife Securities Experience April 2004 - February 2011
Job Operations Supervisor at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities April 2011 - Present
MetLife Securities April 2004 - February 2011
NYLIFE Securities 2004 - 2005
NYLife Securities December 1999 - January 2004
Royal Alliance Financial Services June 1998 - December 1999
Prudential Securities December 1996 - June 1998
Skills
Financial Services, Series 7, Mutual Funds, Leadership, Securities, Investments, Risk Management, Equities, Series 63
Education
New Jersey City University 1991 — 1995
BS, Business Administration
St Marys Highschool 1987 — 1991
Park Avenue Securities April 2011 - Present
MetLife Securities April 2004 - February 2011
NYLIFE Securities 2004 - 2005
NYLife Securities December 1999 - January 2004
Royal Alliance Financial Services June 1998 - December 1999
Prudential Securities December 1996 - June 1998
Skills
Financial Services, Series 7, Mutual Funds, Leadership, Securities, Investments, Risk Management, Equities, Series 63
Education
New Jersey City University 1991 — 1995
BS, Business Administration
St Marys Highschool 1987 — 1991
Anthony DiBernardo's MetLife Securities Experience January 2004 - May 2008
Job Financial Consultant at Coordinated Planning Group
Industry Financial Services
Experience
Coordinated Planning Group June 2008 - Present
MetLife Securities January 2004 - May 2008
John Hancock Financial Services August 1979 - December 2003
Skills
Estate Planning, Retirement, Long Term Care, Disability Insurance, Insurance, Financial Planning, Retirement Planning, Investments, Long-term Care, Investment Advisory, Strategic Financial..., Financial Advisory, Wealth Management, Financial Planners, IRAs, Fixed Annuities, Finance, 401k, Series 6, Investment Strategies
Education
The American College 1990 — 1994
Chartered Financial Consultant, Financial Planning and Services
New York Tech 1973 — 1977
Bachelor of Arts (B.A.), Finance, General
Coordinated Planning Group June 2008 - Present
MetLife Securities January 2004 - May 2008
John Hancock Financial Services August 1979 - December 2003
Skills
Estate Planning, Retirement, Long Term Care, Disability Insurance, Insurance, Financial Planning, Retirement Planning, Investments, Long-term Care, Investment Advisory, Strategic Financial..., Financial Advisory, Wealth Management, Financial Planners, IRAs, Fixed Annuities, Finance, 401k, Series 6, Investment Strategies
Education
The American College 1990 — 1994
Chartered Financial Consultant, Financial Planning and Services
New York Tech 1973 — 1977
Bachelor of Arts (B.A.), Finance, General
Dustin Pope's MetLife Securities Experience 2005 - 2009
Job Retirement Specialist at Nationwide Retirement Solutions
Industry Investment Management
Experience
Nationwide Retirement Solutions 2010 - Present
Bank of Oklahoma 2009 - 2010
MetLife Securities 2005 - 2009
Skills
Insurance, Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Wealth Management, Microsoft Excel, Analysis, Data Analysis, Investment Management, Customer Service, Entrepreneurship, Accounting, Alternative Investments, Investments
Education
Northeastern State University 2003 — 2005
Bachelors, Kinesiology
Fort Scott Community College 2000 — 2003
Associates, Science
Nationwide Retirement Solutions 2010 - Present
Bank of Oklahoma 2009 - 2010
MetLife Securities 2005 - 2009
Skills
Insurance, Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Wealth Management, Microsoft Excel, Analysis, Data Analysis, Investment Management, Customer Service, Entrepreneurship, Accounting, Alternative Investments, Investments
Education
Northeastern State University 2003 — 2005
Bachelors, Kinesiology
Fort Scott Community College 2000 — 2003
Associates, Science
Chris Morrelli's MetLife Securities Experience May 2008 - December 2011
Job Regional Sales Director at First Data Corporation
Industry Writing and Editing
Experience
"Kimo King of its Kind" my Book January 2012 - Present
Chris Morrelli Sewing January 1974 - Present
First Data Corporation June 2013 - February 2014
Abraham Baldwin Agricultural College September 2010 - January 2012
MetLife Securities May 2008 - December 2011
Merrill Lynch 2005 - 2008
Cimax Insulated Bag Co. Inc./ CMP Marketing January 1978 - 2003
Skills
Investment Advisory, Strategic Financial..., IRAs, New Business Development, Asset Managment, Sales, Investments, Wealth Management, Series 7, 401k, Financial Advisory, Retirement Planning, Retirement, Portfolio Management, Alternative Investments, Securities, Banking, Entrepreneurship, Strategic Planning, Fixed Annuities, Trading, Management, Income Statement, Investment Strategies, Mutual Funds, Business Development, Financial Services, Finance, Credit, Insurance, Employee Benefits, Asset Allocation, Loans, Forecasting, Leadership, Estate Planning, Pricing, Business Planning, Budgets, Asset Management
Education
Abraham Baldwin Agricultural College 2010 — 2015
Bachelor's Degree, Business and Economic Development
Allan Hancock College 1997 — 1998
AA, Business
"Kimo King of its Kind" my Book January 2012 - Present
Chris Morrelli Sewing January 1974 - Present
First Data Corporation June 2013 - February 2014
Abraham Baldwin Agricultural College September 2010 - January 2012
MetLife Securities May 2008 - December 2011
Merrill Lynch 2005 - 2008
Cimax Insulated Bag Co. Inc./ CMP Marketing January 1978 - 2003
Skills
Investment Advisory, Strategic Financial..., IRAs, New Business Development, Asset Managment, Sales, Investments, Wealth Management, Series 7, 401k, Financial Advisory, Retirement Planning, Retirement, Portfolio Management, Alternative Investments, Securities, Banking, Entrepreneurship, Strategic Planning, Fixed Annuities, Trading, Management, Income Statement, Investment Strategies, Mutual Funds, Business Development, Financial Services, Finance, Credit, Insurance, Employee Benefits, Asset Allocation, Loans, Forecasting, Leadership, Estate Planning, Pricing, Business Planning, Budgets, Asset Management
Education
Abraham Baldwin Agricultural College 2010 — 2015
Bachelor's Degree, Business and Economic Development
Allan Hancock College 1997 — 1998
AA, Business
Marvel Rotness's MetLife Securities Experience March 2010 - July 2010
Job Financial Advisor at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC July 2010 - Present
MetLife Securities March 2010 - July 2010
US Bancorp Investments March 2002 - March 2010
Banc of America Investments September 1994 - February 2002
Education
University of Nebraska-Lincoln 1988 — 1991
Bachelor of Science, Business Administration
J.P. Morgan Securities LLC July 2010 - Present
MetLife Securities March 2010 - July 2010
US Bancorp Investments March 2002 - March 2010
Banc of America Investments September 1994 - February 2002
Education
University of Nebraska-Lincoln 1988 — 1991
Bachelor of Science, Business Administration
Susan Schankin's MetLife Securities Experience October 2009 - Present
Job Broker at MetLife Securities
Industry Financial Services
Experience
MetLife Securities October 2009 - Present
Skills
Life Insurance, Disability Insurance, Investments, Retirement Planning, Qualified Retirement..., 401k Rollovers, 403 b, 457 Plans, Deferred Compensation, Insurance, Financial Analysis
Education
Central Michigan University
Accounting and Business/Management
Macomb Community College
Accounting
MetLife Securities October 2009 - Present
Skills
Life Insurance, Disability Insurance, Investments, Retirement Planning, Qualified Retirement..., 401k Rollovers, 403 b, 457 Plans, Deferred Compensation, Insurance, Financial Analysis
Education
Central Michigan University
Accounting and Business/Management
Macomb Community College
Accounting
Richard Gingerelli's MetLife Securities Experience September 2010 - Present
Job Senior Service Rep at MetLife Securities
Industry Financial Services
Experience
MetLife Securities September 2010 - Present
Pershing Advisor Solutions May 2007 - May 2010
Skills
Mutual Funds, Investments, Retirement Planning, Wealth Management, Equities, Securities, Series 7, Retirement, Strategic Financial..., Portfolio Management, Financial Services, Fixed Income, Series 63, Fixed Annuities, Asset Management, Banking, Financial Analysis, Asset Allocation, Bloomberg, Insurance, Investment Advisory
Education
Montclair State University 1982 — 1987
Bachelor of Arts (BA), Economics
MetLife Securities September 2010 - Present
Pershing Advisor Solutions May 2007 - May 2010
Skills
Mutual Funds, Investments, Retirement Planning, Wealth Management, Equities, Securities, Series 7, Retirement, Strategic Financial..., Portfolio Management, Financial Services, Fixed Income, Series 63, Fixed Annuities, Asset Management, Banking, Financial Analysis, Asset Allocation, Bloomberg, Insurance, Investment Advisory
Education
Montclair State University 1982 — 1987
Bachelor of Arts (BA), Economics
Mike Bosco's MetLife Securities Experience December 2005 - June 2006
Job Field Quality Engineer at Johnson Controls
Industry Wholesale
Experience
Johnson Controls May 2012 - Present
Batesville Casket Company October 2011 - March 2012
Spartanburg Steel Products October 2010 - October 2011
HKA Enterprises April 2009 - August 2010
Standard Textile May 2007 - June 2009
MetLife Securities December 2005 - June 2006
JC Solid Surfacing August 2004 - December 2005
Liberty Mutual August 2003 - August 2004
Liberty Mutual December 2001 - August 2003
RadioShack March 1999 - December 2001
Skills
Microsoft Office 2007, Purchasing, Contract Negotiations, Capital Projects, Inventory Control, Problem Solving, Financial Analysis, Statistical Reporting, Financial Reporting, HTML, MRP, Computer Hardware, Digital Photography, Contract Negotiation, Manufacturing, Recruiting, Industrial Engineering, Continuous Improvement, Lean Manufacturing, 5S, Value Stream Mapping, SPC, PPAP, Automotive, Leadership, Process Improvement, Root Cause Analysis, ISO/TS 16949, Operations Management, Team Building, Quality Assurance, Quality Control, FMEA, APQP, Management, Quality Management, Training
Education
Liberty University 2013 — 2015
Masters of Business Administration, Project Management
Liberty University 2006 — 2010
Bachelor of Science, International Business
Johnson Controls May 2012 - Present
Batesville Casket Company October 2011 - March 2012
Spartanburg Steel Products October 2010 - October 2011
HKA Enterprises April 2009 - August 2010
Standard Textile May 2007 - June 2009
MetLife Securities December 2005 - June 2006
JC Solid Surfacing August 2004 - December 2005
Liberty Mutual August 2003 - August 2004
Liberty Mutual December 2001 - August 2003
RadioShack March 1999 - December 2001
Skills
Microsoft Office 2007, Purchasing, Contract Negotiations, Capital Projects, Inventory Control, Problem Solving, Financial Analysis, Statistical Reporting, Financial Reporting, HTML, MRP, Computer Hardware, Digital Photography, Contract Negotiation, Manufacturing, Recruiting, Industrial Engineering, Continuous Improvement, Lean Manufacturing, 5S, Value Stream Mapping, SPC, PPAP, Automotive, Leadership, Process Improvement, Root Cause Analysis, ISO/TS 16949, Operations Management, Team Building, Quality Assurance, Quality Control, FMEA, APQP, Management, Quality Management, Training
Education
Liberty University 2013 — 2015
Masters of Business Administration, Project Management
Liberty University 2006 — 2010
Bachelor of Science, International Business
Sean Spellman's MetLife Securities Experience May 2007 - June 2014
Job
Industry Financial Services
Experience
SEI June 2014 - Present
MetLife Securities May 2007 - June 2014
PNC Investments November 2005 - May 2007
Hudson Trader Investment September 2002 - November 2004
Wachovia Bank June 2000 - September 2002
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Securities, Series 65, Variable Annuities, Product Management, Third Party Advisory..., Relationship Management, Asset Allocation, Certified Fund..., Dynamic Asset Allocation, Global Asset Management, Tactical Asset..., Financial Advisory, Asset Management, Insurance, Wealth Management, Finance, Retirement Planning, Series 6, Strategic Financial..., Financial Services, Investments, Investment Management, Investment Advisory
Education
Rutgers University 1997 — 2000
Bachelor's degree
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
Bachelors, Sociology
Washington township
Washington township
SEI June 2014 - Present
MetLife Securities May 2007 - June 2014
PNC Investments November 2005 - May 2007
Hudson Trader Investment September 2002 - November 2004
Wachovia Bank June 2000 - September 2002
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Securities, Series 65, Variable Annuities, Product Management, Third Party Advisory..., Relationship Management, Asset Allocation, Certified Fund..., Dynamic Asset Allocation, Global Asset Management, Tactical Asset..., Financial Advisory, Asset Management, Insurance, Wealth Management, Finance, Retirement Planning, Series 6, Strategic Financial..., Financial Services, Investments, Investment Management, Investment Advisory
Education
Rutgers University 1997 — 2000
Bachelor's degree
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
Bachelors, Sociology
Washington township
Washington township
Maxieen Pryce's MetLife Securities Experience January 1997 - January 1998
Job International Business Graduate seeking new opportunity
Industry International Trade and Development
Experience
Plainfield Board of Education October 2011 - Present
PRIMARY FREIGHT SERVICES, INC July 2011 - September 2011
Johnson & Johnson HCS August 2007 - January 2009
Tinnerman-Palnut Engineering, Inc July 2006 - August 2007
Fleet Bank January 2000 - January 2002
Williams Communications Solutions January 1998 - January 2000
MetLife Securities January 1997 - January 1998
HNTB Corporation January 1991 - January 1997
Skills
Expert with Microsoft..., Proficient with..., Lotus 123, Lotus Notes, Customer Service, Seibel, Microsoft Office, Microsoft Excel, Time Management, Higher Education, Access, Shipping, Software Documentation, PowerPoint, Public Speaking, Management, Administrative...
Education
Berkeley College 2009 — 2011
Bachelor of Science –, International Business
Computer Education Institute 2000 — 2000
Office Mastery -- Word
Union County College 1991 — 1998
Associate of Arts, Business (Computer Information Systems)
Sawyer Business School 1984 — 1984
Professional Secretary/Word Processing
Plainfield Board of Education October 2011 - Present
PRIMARY FREIGHT SERVICES, INC July 2011 - September 2011
Johnson & Johnson HCS August 2007 - January 2009
Tinnerman-Palnut Engineering, Inc July 2006 - August 2007
Fleet Bank January 2000 - January 2002
Williams Communications Solutions January 1998 - January 2000
MetLife Securities January 1997 - January 1998
HNTB Corporation January 1991 - January 1997
Skills
Expert with Microsoft..., Proficient with..., Lotus 123, Lotus Notes, Customer Service, Seibel, Microsoft Office, Microsoft Excel, Time Management, Higher Education, Access, Shipping, Software Documentation, PowerPoint, Public Speaking, Management, Administrative...
Education
Berkeley College 2009 — 2011
Bachelor of Science –, International Business
Computer Education Institute 2000 — 2000
Office Mastery -- Word
Union County College 1991 — 1998
Associate of Arts, Business (Computer Information Systems)
Sawyer Business School 1984 — 1984
Professional Secretary/Word Processing
Bryan Havighurst, CFP®, ChFC, CLU's MetLife Securities Experience November 2002 - August 2005
Job Wealth Planning Team Lead at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank September 2005 - Present
MetLife Securities November 2002 - August 2005
MetLife Securities August 2001 - November 2002
First Union Securities/Wachovia July 2000 - August 2001
PwC July 1999 - May 2000
American Express Financial Advisors February 1996 - July 1999
Skills
Strategic Financial..., Wealth Management, Investments, Estate Planning, Mutual Funds, Equities, Retirement Planning, Asset Management, Financial Modeling, Financial Services, Financial Analysis, Financial Advisory, Portfolio Management, Financial Planning, Finance, Banking, Risk Management, Wealth, Wealth Management...
Education
Cleveland State University - Cleveland-Marshall College of Law 1992 — 1995
J.D., Estate Planning
St. Lawrence University 1986 — 1990
Bachelor of Arts, Economics & Political Science
University School 1982 — 1986
Fifth Third Bank September 2005 - Present
MetLife Securities November 2002 - August 2005
MetLife Securities August 2001 - November 2002
First Union Securities/Wachovia July 2000 - August 2001
PwC July 1999 - May 2000
American Express Financial Advisors February 1996 - July 1999
Skills
Strategic Financial..., Wealth Management, Investments, Estate Planning, Mutual Funds, Equities, Retirement Planning, Asset Management, Financial Modeling, Financial Services, Financial Analysis, Financial Advisory, Portfolio Management, Financial Planning, Finance, Banking, Risk Management, Wealth, Wealth Management...
Education
Cleveland State University - Cleveland-Marshall College of Law 1992 — 1995
J.D., Estate Planning
St. Lawrence University 1986 — 1990
Bachelor of Arts, Economics & Political Science
University School 1982 — 1986
Linda Spry's MetLife Securities Experience March 1999 - December 2014
Job Broker at Shoals Financial Group, an Office of Metlife
Industry Financial Services
Experience
Shoals Financial Group, an Office of Metlife January 2015 - Present
MetLife Securities March 1999 - December 2014
Education
Coffee High School
University of North Alabama
MBA, Business
Shoals Financial Group, an Office of Metlife January 2015 - Present
MetLife Securities March 1999 - December 2014
Education
Coffee High School
University of North Alabama
MBA, Business
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY