MetLife Securities, Inc.
Industry: Company
DescriptionHeadquarters: New York City, NY Parent organization: MetLife
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MetLife Securities, Inc. Employees
Employee
Years
Job
Industry
BRUCE D. WISE, CFP®, TGPC BRUCE D. WISE, CFP®, TGPC's MetLife Securities, Inc. Experience March 1992 - July 1992
Job Independent Retirement Specialist at Williams Financial Group of Kingwood
Industry Financial Services
Experience
Williams Financial Group of Kingwood March 2010 - Present
James E. Bashaw & Co. January 2007 - March 2010
Royal Alliance Associates, Inc. August 1992 - January 2007
MetLife Securities Inc. March 1992 - July 1992
Skills
Wealth Management, Financial Planning, Retirement Planning, Retirement Income..., Investment Advisory, Estate Planning, Wealth Preservation..., Saving for Education, Asset Management, Investments, Insurance
Education
Florida State University - College of Business
Bachelor of Science, Accounting
Williams Financial Group of Kingwood March 2010 - Present
James E. Bashaw & Co. January 2007 - March 2010
Royal Alliance Associates, Inc. August 1992 - January 2007
MetLife Securities Inc. March 1992 - July 1992
Skills
Wealth Management, Financial Planning, Retirement Planning, Retirement Income..., Investment Advisory, Estate Planning, Wealth Preservation..., Saving for Education, Asset Management, Investments, Insurance
Education
Florida State University - College of Business
Bachelor of Science, Accounting
Gretchen Allnutt Gretchen Allnutt's MetLife Securities, Inc. Experience January 1998 - January 1999
Job Salesforce.com Consultant
Industry Marketing and Advertising
Experience
Gretchen Allnutt, Inc. February 2014 - Present
NexGen Consultants March 2013 - Present
William Blair & Company February 2008 - December 2012
Harpo Productions March 2007 - 2009
Tower Media February 2006 - November 2007
TV, Film and Theatre January 1995 - January 2007
CONNOR April 2001 - February 2006
Merchandising East, Interior Architecture January 1999 - January 2001
MetLife Securities, Inc January 1998 - January 1999
Peoples Investment Services, Inc January 1996 - January 1998
Skills
Graphic Design, Illustrator, Interior Design, Microsoft Office, Photoshop, InDesign, Access, Dreamweaver, Salesforce Administrator, Salesforce.com, Salesforce Training, Project Management, Adobe Creative Suite, Dashboard Metrics, Sales Analysis, Data Analysis, Direct Marketing, eCommunications, Theatrical Production, Film Production, Direct Response..., Executive..., Photography, PowerPoint, Video Production, Set Design, Costume Design, Team Building, Philanthropy, Props, AutoCAD, Volunteering, Illustration, Marketing, Pagemaker, Video, Event Planning, Sony Vegas, Film
Education
Towson University
Bachelor of Science (BS), Production & Design
Indiana University-Purdue University at Indianapolis
Business and Finance, Psychology
Gretchen Allnutt, Inc. February 2014 - Present
NexGen Consultants March 2013 - Present
William Blair & Company February 2008 - December 2012
Harpo Productions March 2007 - 2009
Tower Media February 2006 - November 2007
TV, Film and Theatre January 1995 - January 2007
CONNOR April 2001 - February 2006
Merchandising East, Interior Architecture January 1999 - January 2001
MetLife Securities, Inc January 1998 - January 1999
Peoples Investment Services, Inc January 1996 - January 1998
Skills
Graphic Design, Illustrator, Interior Design, Microsoft Office, Photoshop, InDesign, Access, Dreamweaver, Salesforce Administrator, Salesforce.com, Salesforce Training, Project Management, Adobe Creative Suite, Dashboard Metrics, Sales Analysis, Data Analysis, Direct Marketing, eCommunications, Theatrical Production, Film Production, Direct Response..., Executive..., Photography, PowerPoint, Video Production, Set Design, Costume Design, Team Building, Philanthropy, Props, AutoCAD, Volunteering, Illustration, Marketing, Pagemaker, Video, Event Planning, Sony Vegas, Film
Education
Towson University
Bachelor of Science (BS), Production & Design
Indiana University-Purdue University at Indianapolis
Business and Finance, Psychology
Cindy A Ryan Cindy A Ryan's MetLife Securities, Inc. Experience April 2011 - Present
Job Financial Services Representative at MetLife Securities, Inc.
Industry Financial Services
Experience
MetLife Securities, Inc. April 2011 - Present
Morgan Stanley Smith Barney August 2009 - March 2011
Wachovia April 1995 - November 2008
Wachovia Education Finance April 1995 - November 2008
Wachovia Bank 1995 - 2008
Fleet National Bank 1992 - 1995
Education
Bryant University 1992 — 1998
Business Administration, Marketing, Finance
MetLife Securities, Inc. April 2011 - Present
Morgan Stanley Smith Barney August 2009 - March 2011
Wachovia April 1995 - November 2008
Wachovia Education Finance April 1995 - November 2008
Wachovia Bank 1995 - 2008
Fleet National Bank 1992 - 1995
Education
Bryant University 1992 — 1998
Business Administration, Marketing, Finance
John Raphael John Raphael's MetLife Securities, Inc. Experience March 2009 - December 2012
Job Strategic Advisor, Pathfinder, Marketing Leader ● Brings your Vision to Fruition
Industry Management Consulting
Experience
Strategic Management January 2013 - Present
MetLife Securities, Inc. March 2009 - December 2012
Toastmasters International February 2003 - December 2009
Morgan Stanley January 2008 - February 2009
Ameriprise Financial March 2005 - January 2008
Northern California Solar Energy Association January 2003 - December 2005
Keller Graduate School of Management May 2003 - December 2004
Mattson Technology January 2001 - January 2002
Etec Systems January 1996 - December 2000
Fresh Express December 1989 - January 1993
Skills
Strategy, Leadership, Program Management, Marketing, Cross-functional Team..., Public Speaking, Finance, Project Planning, Management, Team Building, Business Planning, Business Strategy, Training, Management Consulting, Data Science, R
Education
Yale University - Yale School of Management 1981 — 1983
MPPM (MBA), Management
University of California, Berkeley 1973 — 1978
BA, Environmental Physical Sciences (Phys/Chem)
The College Preparatory School 1969 — 1973
Diploma
Coursera JHU Data Science
Strategic Management January 2013 - Present
MetLife Securities, Inc. March 2009 - December 2012
Toastmasters International February 2003 - December 2009
Morgan Stanley January 2008 - February 2009
Ameriprise Financial March 2005 - January 2008
Northern California Solar Energy Association January 2003 - December 2005
Keller Graduate School of Management May 2003 - December 2004
Mattson Technology January 2001 - January 2002
Etec Systems January 1996 - December 2000
Fresh Express December 1989 - January 1993
Skills
Strategy, Leadership, Program Management, Marketing, Cross-functional Team..., Public Speaking, Finance, Project Planning, Management, Team Building, Business Planning, Business Strategy, Training, Management Consulting, Data Science, R
Education
Yale University - Yale School of Management 1981 — 1983
MPPM (MBA), Management
University of California, Berkeley 1973 — 1978
BA, Environmental Physical Sciences (Phys/Chem)
The College Preparatory School 1969 — 1973
Diploma
Coursera JHU Data Science
Larry D. Burney, SR Larry D. Burney, SR's MetLife Securities, Inc. Experience September 2000 - Present
Job Broker, Financial Advisor at Metlife Securities, Inc.
Industry Insurance
Experience
Metlife Securities Inc. September 2000 - Present
Skills
Financial Services, Fixed Annuities, Disability Insurance, Life Insurance, Investments, Retirement Planning, Mutual Funds, Wealth Management, IRAs, Long Term Care Insurance
Education
Loyola University New Orleans 1986 — 1988
Master of Business Administration (MBA)
Paine College 1974 — 1978
Bachelor of Science (BS), Chemistry
Mercer University
Metlife Securities Inc. September 2000 - Present
Skills
Financial Services, Fixed Annuities, Disability Insurance, Life Insurance, Investments, Retirement Planning, Mutual Funds, Wealth Management, IRAs, Long Term Care Insurance
Education
Loyola University New Orleans 1986 — 1988
Master of Business Administration (MBA)
Paine College 1974 — 1978
Bachelor of Science (BS), Chemistry
Mercer University
Josh Dellinger's MetLife Securities, Inc. Experience February 2010 - Present
Job Financial Services Representative and Financial Planner at Centennial State Financial, an office of MetLife
Industry Financial Services
Experience
MetLife Securities Inc February 2010 - Present
JPMorgan Chase September 2003 - June 2008
Skills
Small Business, Series 7, Mutual Funds, Fixed Annuities, Retirement, Securities, Disability Insurance, Long-term Care, Term Life Insurance, Investments, Insurance, Portfolio Management, Estate Planning, Banking, Financial Analysis
Education
The Ohio State University 1998 — 2001
Finance
Ohio University 1997 — 1998
Urbana High School 1993 — 1997
MetLife Securities Inc February 2010 - Present
JPMorgan Chase September 2003 - June 2008
Skills
Small Business, Series 7, Mutual Funds, Fixed Annuities, Retirement, Securities, Disability Insurance, Long-term Care, Term Life Insurance, Investments, Insurance, Portfolio Management, Estate Planning, Banking, Financial Analysis
Education
The Ohio State University 1998 — 2001
Finance
Ohio University 1997 — 1998
Urbana High School 1993 — 1997
Brian R. Mummau Brian R. Mummau's MetLife Securities, Inc. Experience March 2010 - January 2013
Job Owner at Brian R Mummau Carpentry
Industry Construction
Experience
Brian R Mummau Carpentry & Stay at home Dad December 2014 - Present
Brian R Mummau April 2000 - Present
The Mutual Fund Store January 2013 - November 2014
Metlife Securities. Inc. March 2010 - January 2013
UFinancial June 2009 - December 2009
BRM Construction April 1997 - December 2009
United States Marine Corps November 2001 - November 2009
Ron Kane Heritage Trim October 1996 - April 1997
Don Updegrave Construction February 1995 - October 1996
Lionberger Construction July 1994 - December 1994
Skills
Customer Service, Retirement Planning, Construction, Life Insurance, Investments, Sales, Small Business, Insurance, Microsoft Office, 401k, Financial Analysis, Fixed Annuities, Microsoft Excel, Risk Management, Financial Services, Portfolio Management, Finance, Management
Education
Elizabethtown College 2008 — 2009
Bachelors of Science, Business Administration
Elizabethtown College 2005 — 2008
Associates, Business Administration
Elizabethtown Area High School 1990 — 1994
High School, General
Brian R Mummau Carpentry & Stay at home Dad December 2014 - Present
Brian R Mummau April 2000 - Present
The Mutual Fund Store January 2013 - November 2014
Metlife Securities. Inc. March 2010 - January 2013
UFinancial June 2009 - December 2009
BRM Construction April 1997 - December 2009
United States Marine Corps November 2001 - November 2009
Ron Kane Heritage Trim October 1996 - April 1997
Don Updegrave Construction February 1995 - October 1996
Lionberger Construction July 1994 - December 1994
Skills
Customer Service, Retirement Planning, Construction, Life Insurance, Investments, Sales, Small Business, Insurance, Microsoft Office, 401k, Financial Analysis, Fixed Annuities, Microsoft Excel, Risk Management, Financial Services, Portfolio Management, Finance, Management
Education
Elizabethtown College 2008 — 2009
Bachelors of Science, Business Administration
Elizabethtown College 2005 — 2008
Associates, Business Administration
Elizabethtown Area High School 1990 — 1994
High School, General
Russell Donath's MetLife Securities, Inc. Experience November 2008 - Present
Job Financial Services Representative, Financial Advisor at MetLife
Industry Financial Services
Experience
MetLife Securities, Inc. November 2008 - Present
MetLife November 2008 - Present
MetLife Securities, Inc. November 2008 - Present
National Bond & Trust Co Inc. April 2007 - November 2008
Bally Total Fitness June 2001 - March 2007
Skills
Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Health Insurance, Long Term Care Insurance, Investments, Fixed Annuities, Variable Annuities, Voluntary Employee..., Group Benefit Plans, Executive Benefit..., Retirement Planning, Estate Conservation..., Series 6, Series 63
Education
State University of New York at Buffalo 1996 — 2001
Bachelor's degree, Mechanical Engineering
MetLife Securities, Inc. November 2008 - Present
MetLife November 2008 - Present
MetLife Securities, Inc. November 2008 - Present
National Bond & Trust Co Inc. April 2007 - November 2008
Bally Total Fitness June 2001 - March 2007
Skills
Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Health Insurance, Long Term Care Insurance, Investments, Fixed Annuities, Variable Annuities, Voluntary Employee..., Group Benefit Plans, Executive Benefit..., Retirement Planning, Estate Conservation..., Series 6, Series 63
Education
State University of New York at Buffalo 1996 — 2001
Bachelor's degree, Mechanical Engineering
Brian W Clark Brian W Clark's MetLife Securities, Inc. Experience March 2012 - February 2015
Job Assistant Vice President, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
MetLife Securities Inc. March 2012 - February 2015
Ginger Parkin March 2011 - March 2012
Merrill Lynch February 2010 - March 2011
BWClark Sharebrokers Ltd September 2003 - January 2010
Skills
Investments, Retirement Planning, Series 7, Series 66, IRA's, 401k Rollovers, Wealth Management, Retirement, Insurance, IRAs, Asset Allocation
Education
University of Auckland 1997 — 2000
Bachelor of Commerce, Double Major; Management & Employment Relations
Portsmouth Abbey School 1994 — 1996
High School Diploma
Merrill Lynch March 2015 - Present
MetLife Securities Inc. March 2012 - February 2015
Ginger Parkin March 2011 - March 2012
Merrill Lynch February 2010 - March 2011
BWClark Sharebrokers Ltd September 2003 - January 2010
Skills
Investments, Retirement Planning, Series 7, Series 66, IRA's, 401k Rollovers, Wealth Management, Retirement, Insurance, IRAs, Asset Allocation
Education
University of Auckland 1997 — 2000
Bachelor of Commerce, Double Major; Management & Employment Relations
Portsmouth Abbey School 1994 — 1996
High School Diploma
Bonnie Ireland Bonnie Ireland's MetLife Securities, Inc. Experience March 2004 - March 2006
Job Financial Planner at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2006 - Present
MetLife Securities, Inc. March 2004 - March 2006
Citizens Investment Services June 2003 - March 2004
Putnam Investments 1994 - 2003
Skills
Series 24, Series 6, Series 7, Series 63, Series 65, Life & Health Insurance..., Alternative Investments, Equities, Investment Advisory, IRAs, 401k, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Medicare Supplement..., Asset Allocation, Finance, Separately Managed..., Registered Investment..., 401k Rollovers
Education
College for Financial Planning 2012 — 2013
Endicott College
LPL Financial March 2006 - Present
MetLife Securities, Inc. March 2004 - March 2006
Citizens Investment Services June 2003 - March 2004
Putnam Investments 1994 - 2003
Skills
Series 24, Series 6, Series 7, Series 63, Series 65, Life & Health Insurance..., Alternative Investments, Equities, Investment Advisory, IRAs, 401k, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Medicare Supplement..., Asset Allocation, Finance, Separately Managed..., Registered Investment..., 401k Rollovers
Education
College for Financial Planning 2012 — 2013
Endicott College
Joseph Battock Joseph Battock's MetLife Securities, Inc. Experience February 2006 - Present
Job Financial Services Representative with The Battock Wealth Management Group an office of MetLife.
Industry Financial Services
Experience
MetLife Securities Inc. February 2006 - Present
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Securities, Insurance, Investments, Retirement, Public Speaking, Estate Planning, Customer Service, Strategic Planning, Strategic Financial...
Education
Arizona State University 2000 — 2005
BA, Family and Human Development
MetLife Securities Inc. February 2006 - Present
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Securities, Insurance, Investments, Retirement, Public Speaking, Estate Planning, Customer Service, Strategic Planning, Strategic Financial...
Education
Arizona State University 2000 — 2005
BA, Family and Human Development
David Wachter David Wachter's MetLife Securities, Inc. Experience December 2009 - December 2011
Job Managing Sales Director, Registered Principal at MetLife
Industry Financial Services
Experience
MetLife January 2012 - Present
MetLife April 2011 - Present
MetLife June 2010 - Present
MetLife Securities, Inc. December 2009 - December 2011
Cedes Corporation of America July 2000 - January 2008
Schindler Management Corporation June 1997 - June 2000
Education
Dartmouth College 1980 — 1984
BA, Engineering Science
Gardner-Webb University School of Divinity 2009 — 2017
Biblical Studies
MetLife January 2012 - Present
MetLife April 2011 - Present
MetLife June 2010 - Present
MetLife Securities, Inc. December 2009 - December 2011
Cedes Corporation of America July 2000 - January 2008
Schindler Management Corporation June 1997 - June 2000
Education
Dartmouth College 1980 — 1984
BA, Engineering Science
Gardner-Webb University School of Divinity 2009 — 2017
Biblical Studies
Sherry English Sherry English's MetLife Securities, Inc. Experience March 2009 - 2012
Job Internal Specialist at Crump Life Insurance Services
Industry Financial Services
Experience
Crump Life Insurance Services August 2013 - Present
Allstate Financial Services, LLC February 2013 - August 2013
MetLife Securities, Inc March 2009 - 2012
MetLife 2009 - 2012
Compass Bank February 2005 - 2007
Southtrust Bank 1997 - 2005
Skills
Financial Services, Long-term Care, Fixed Annuities, Retirement Planning, Wealth Management, Finance, Investments, Series 6, Banking, Life Insurance, Financial Planning, Insurance, Retirement, Leadership, Sales, Management, Mutual Funds, Risk Management
Education
Yuba College 1980 — 1981
AS, Business
Ferris State University 1973 — 1976
AAS, Commercial art, Marketing
Crump Life Insurance Services August 2013 - Present
Allstate Financial Services, LLC February 2013 - August 2013
MetLife Securities, Inc March 2009 - 2012
MetLife 2009 - 2012
Compass Bank February 2005 - 2007
Southtrust Bank 1997 - 2005
Skills
Financial Services, Long-term Care, Fixed Annuities, Retirement Planning, Wealth Management, Finance, Investments, Series 6, Banking, Life Insurance, Financial Planning, Insurance, Retirement, Leadership, Sales, Management, Mutual Funds, Risk Management
Education
Yuba College 1980 — 1981
AS, Business
Ferris State University 1973 — 1976
AAS, Commercial art, Marketing
Sterling Sams's MetLife Securities, Inc. Experience September 2015 - Present
Job Wealth Management Consultant at MetLife Securities Inc.
Industry Investment Management
Experience
MetLife Securities Inc. September 2015 - Present
Vanguard September 2013 - Present
Vanguard December 2012 - September 2013
Verve Interior Designs February 2011 - December 2012
Northwestern Mutual December 2010 - September 2011
Skills
Series 7, Series 63, Bloomberg, CRM, Financial Analysis, Customer Service, Data Analysis, Finance, Financial Services, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Portfolio Management, Strategic Financial..., PowerPoint
Education
University of South Carolina-Columbia 2009 — 2012
Bachelor of Science (B.S.), Accounting, Insurance and Risk Management, Entrepreneurial Management
University of Maryland Baltimore County 2007 — 2009
Business Technology Administration
MetLife Securities Inc. September 2015 - Present
Vanguard September 2013 - Present
Vanguard December 2012 - September 2013
Verve Interior Designs February 2011 - December 2012
Northwestern Mutual December 2010 - September 2011
Skills
Series 7, Series 63, Bloomberg, CRM, Financial Analysis, Customer Service, Data Analysis, Finance, Financial Services, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Portfolio Management, Strategic Financial..., PowerPoint
Education
University of South Carolina-Columbia 2009 — 2012
Bachelor of Science (B.S.), Accounting, Insurance and Risk Management, Entrepreneurial Management
University of Maryland Baltimore County 2007 — 2009
Business Technology Administration
Arthur G. Sachs's MetLife Securities, Inc. Experience January 2007 - February 2015
Job Financial Adviser, Financial Services Representative
Industry Financial Services
Experience
Empire Wealth Strategies February 2015 - Present
MetLife Securities, Inc. January 2007 - February 2015
Professional Planners Group, an office of Penn Mutual November 1994 - December 2006
Bloomingdale School of Music 1991 - 2003
Time Inc. 1979 - 1984
Education
Harvard Business School 1966 — 1967
Harvard University 1959 — 1963
AB, Social Psychology
Empire Wealth Strategies February 2015 - Present
MetLife Securities, Inc. January 2007 - February 2015
Professional Planners Group, an office of Penn Mutual November 1994 - December 2006
Bloomingdale School of Music 1991 - 2003
Time Inc. 1979 - 1984
Education
Harvard Business School 1966 — 1967
Harvard University 1959 — 1963
AB, Social Psychology
Bradley Konawalik, CRPC Bradley Konawalik, CRPC's MetLife Securities, Inc. Experience February 2011 - Present
Job Managing Sales Director, Investment Adviser Representative at MetLife Premier Client Group of the Carolinas
Industry Financial Services
Experience
MetLife February 2011 - Present
MetLife Securities, Inc. February 2011 - Present
Securian Financial Services, Inc. June 2009 - January 2011
GCG Wealth Management, Inc June 2009 - January 2011
American Express Financial Advisors September 2002 - June 2009
Education
East Stroudsburg University of Pennsylvania 1998 — 2001
BA/BS, Economics/Business Management
MetLife February 2011 - Present
MetLife Securities, Inc. February 2011 - Present
Securian Financial Services, Inc. June 2009 - January 2011
GCG Wealth Management, Inc June 2009 - January 2011
American Express Financial Advisors September 2002 - June 2009
Education
East Stroudsburg University of Pennsylvania 1998 — 2001
BA/BS, Economics/Business Management
Tom Daoust Tom Daoust's MetLife Securities, Inc. Experience January 2015 - Present
Job Broker, Financial Adviser at MetLife Securities, Inc.
Industry Financial Services
Experience
MetLife Securities, Inc. January 2015 - Present
MetLife Financial Services 2002 - December 2014
Education
Clarkson University 1973 — 1975
Bachelors Degree, Social Science
Clarkson University
Bachelor of Science (BS)
MetLife Securities, Inc. January 2015 - Present
MetLife Financial Services 2002 - December 2014
Education
Clarkson University 1973 — 1975
Bachelors Degree, Social Science
Clarkson University
Bachelor of Science (BS)
Joseph Puttkammer Joseph Puttkammer's MetLife Securities, Inc. Experience February 2010 - November 2010
Job Project Manager
Industry Management Consulting
Experience
Strategic Staffing Solutions January 2013 - June 2013
Madden, Inc. November 2011 - December 2012
Collabera (Consultant for Capital One) December 2010 - June 2011
MetLife Securities, Inc. February 2010 - November 2010
Edward Jones July 2009 - October 2009
Circuit City November 2008 - January 2009
Circuit City Stores Inc. June 2007 - November 2008
Circuit City August 2006 - June 2007
Circuit City July 2005 - August 2006
Circuit City February 2004 - July 2005
Skills
Information Technology, Vendor Management, Business Analysis, Project Management, Retail, Program Management, Process Improvement, Leadership, Team Leadership, Customer Satisfaction, Training, Team Building, PMP, Visio, Budgets, Business Process..., Requirements Gathering, Management, Inventory Management, Financial Services
Education
The George Washington University 2002 — 2004
Master's Certificate, Project Management
Hood College 1995 — 2000
Bachelor, Business Administration
Strategic Staffing Solutions January 2013 - June 2013
Madden, Inc. November 2011 - December 2012
Collabera (Consultant for Capital One) December 2010 - June 2011
MetLife Securities, Inc. February 2010 - November 2010
Edward Jones July 2009 - October 2009
Circuit City November 2008 - January 2009
Circuit City Stores Inc. June 2007 - November 2008
Circuit City August 2006 - June 2007
Circuit City July 2005 - August 2006
Circuit City February 2004 - July 2005
Skills
Information Technology, Vendor Management, Business Analysis, Project Management, Retail, Program Management, Process Improvement, Leadership, Team Leadership, Customer Satisfaction, Training, Team Building, PMP, Visio, Budgets, Business Process..., Requirements Gathering, Management, Inventory Management, Financial Services
Education
The George Washington University 2002 — 2004
Master's Certificate, Project Management
Hood College 1995 — 2000
Bachelor, Business Administration
Paul Iandoli's MetLife Securities, Inc. Experience January 1993 - Present
Job Financial Services Representative at Florida Financial Group, an office of MetLife
Industry Financial Services
Experience
MetLife Securities, Inc. January 1993 - Present
Skills
Financial Planning, Small Business..., Financial Advisory, Securities Series 7, Life Insurance, Disability Insurance, Long Term Care Insurance, Variable Annuities, Fixed Annuities
Education
University of Miami, Coral Gables, FL 1986 — 1988
MBA
Northeastern University, Boston, MA
Bachelor of Science (BS), Business Administration
MetLife Securities, Inc. January 1993 - Present
Skills
Financial Planning, Small Business..., Financial Advisory, Securities Series 7, Life Insurance, Disability Insurance, Long Term Care Insurance, Variable Annuities, Fixed Annuities
Education
University of Miami, Coral Gables, FL 1986 — 1988
MBA
Northeastern University, Boston, MA
Bachelor of Science (BS), Business Administration
Kelly Nilsson, CFP® Kelly Nilsson, CFP®'s MetLife Securities, Inc. Experience July 2009 - July 2010
Job Planning Officer at Superior Planning, Inc.
Industry Financial Services
Experience
Superior Planning, Inc. July 2010 - Present
MetLife Securities Inc. July 2009 - July 2010
Signature Resources / John Hancock July 2008 - July 2009
John Hancock April 2006 - July 2008
John Hancock August 2000 - April 2006
Wood Logan, Inc. 1992 - 1998
Skills
Securities, Risk, Insurance, Financial Planning, Public Speaking, Financial Risk, Strategic Financial..., Integrated Marketing, Retirement, Retirement Planning, Project Planning, Business Development, Finance, Financial Services, Leadership, Disability Insurance, Sales, Series 6, Series 7, Asset Allocation, Small Business
Education
Mount Holyoke College 1984 — 1988
Bachelor of Arts (BA), International Relations and Affairs
Queen Mary, U. of London 1985 — 1986
Superior Planning, Inc. July 2010 - Present
MetLife Securities Inc. July 2009 - July 2010
Signature Resources / John Hancock July 2008 - July 2009
John Hancock April 2006 - July 2008
John Hancock August 2000 - April 2006
Wood Logan, Inc. 1992 - 1998
Skills
Securities, Risk, Insurance, Financial Planning, Public Speaking, Financial Risk, Strategic Financial..., Integrated Marketing, Retirement, Retirement Planning, Project Planning, Business Development, Finance, Financial Services, Leadership, Disability Insurance, Sales, Series 6, Series 7, Asset Allocation, Small Business
Education
Mount Holyoke College 1984 — 1988
Bachelor of Arts (BA), International Relations and Affairs
Queen Mary, U. of London 1985 — 1986
Ezekiel Adepoju's MetLife Securities, Inc. Experience December 2009 - January 2010
Job Vice President Premier Relationship Manager at HSBC
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management February 2015 - Present
JPMorgan Chase March 2012 - March 2015
JPMorgan Chase March 2010 - March 2012
MetLife Securities Inc. December 2009 - January 2010
JPMorgan Chase September 2006 - June 2009
Skills
Private Banking, Customer Retention, Positive Team Player, Client Presentation, Coaching, excellent communication, Client Profiling
Education
State University of New York at Stony Brook 2003 — 2006
Business Management, Business Administration and Management, General
HSBC Retail Banking and Wealth Management February 2015 - Present
JPMorgan Chase March 2012 - March 2015
JPMorgan Chase March 2010 - March 2012
MetLife Securities Inc. December 2009 - January 2010
JPMorgan Chase September 2006 - June 2009
Skills
Private Banking, Customer Retention, Positive Team Player, Client Presentation, Coaching, excellent communication, Client Profiling
Education
State University of New York at Stony Brook 2003 — 2006
Business Management, Business Administration and Management, General
Herry Suyapranata Herry Suyapranata's MetLife Securities, Inc. Experience July 2010 - April 2011
Job Comcast Business Account Executive
Industry Telecommunications
Experience
Comcast March 2011 - Present
Metlife Securities, Inc July 2010 - April 2011
Wachovia Bank September 2007 - April 2010
Verizon Wireless 1991 - 2004
Skills
Telecommunications, Solution Selling, Direct Sales, Sales, Wireless, B2B, Cold Calling, Account Management, Customer Retention, Sales Process, Sales Management, Salesforce.com
Education
Southern Methodist University 1999 — 2000
MCSE, Computer Networking
Electronic Technology Institute 1979 — 1981
ASET, Electronic Technology
Budi Mulia 1976 — 1979
High School, Natural Science
Comcast March 2011 - Present
Metlife Securities, Inc July 2010 - April 2011
Wachovia Bank September 2007 - April 2010
Verizon Wireless 1991 - 2004
Skills
Telecommunications, Solution Selling, Direct Sales, Sales, Wireless, B2B, Cold Calling, Account Management, Customer Retention, Sales Process, Sales Management, Salesforce.com
Education
Southern Methodist University 1999 — 2000
MCSE, Computer Networking
Electronic Technology Institute 1979 — 1981
ASET, Electronic Technology
Budi Mulia 1976 — 1979
High School, Natural Science
Stephen Hazel CFP®, ChFC®, RICP®, RF®'s MetLife Securities, Inc. Experience March 2009 - February 2014
Job Managing Partner at Hazel Financial, PLC
Industry Financial Services
Experience
Hazel Financial, PLC March 2014 - Present
Teachers Tax Service February 2014 - Present
Rio Salado College March 2008 - Present
MetLife Securities, Inc. March 2009 - February 2014
Team In Training April 2009 - December 2013
Dollarhide Financial Group, A Mass Mutual Agency August 2008 - March 2009
HJS Strategies Group, Inc. April 2007 - December 2008
Tempe Schools Credit Union January 2005 - March 2008
Skills
Leadership, Start-ups, Management, Program Management, Business Development, Business Planning, Process Improvement, Leadership Development, Investments, Finance, Project Management, Coaching, Budgets, Financial Services, Insurance
Education
Grand Canyon University 1994 — 1997
MBA, Finance
Arizona State University 1988 — 1992
BA, Asian Languages: Japanese
Occidental College 1986 — 1987
Physics
McClintock 1982 — 1986
Hazel Financial, PLC March 2014 - Present
Teachers Tax Service February 2014 - Present
Rio Salado College March 2008 - Present
MetLife Securities, Inc. March 2009 - February 2014
Team In Training April 2009 - December 2013
Dollarhide Financial Group, A Mass Mutual Agency August 2008 - March 2009
HJS Strategies Group, Inc. April 2007 - December 2008
Tempe Schools Credit Union January 2005 - March 2008
Skills
Leadership, Start-ups, Management, Program Management, Business Development, Business Planning, Process Improvement, Leadership Development, Investments, Finance, Project Management, Coaching, Budgets, Financial Services, Insurance
Education
Grand Canyon University 1994 — 1997
MBA, Finance
Arizona State University 1988 — 1992
BA, Asian Languages: Japanese
Occidental College 1986 — 1987
Physics
McClintock 1982 — 1986
Peg Dowgwilla Peg Dowgwilla's MetLife Securities, Inc. Experience 2014 - 2015
Job Senior Financial Services Marketing Leader
Industry Financial Services
Experience
MetLife Securities, Inc. 2014 - 2015
TIAA-CREF 2006 - 2013
TIAA-CREF 2005 - 2006
TIAA-CREF 2004 - 2005
Wachovia 2001 - 2003
Wachovia 1996 - 2001
Wachovia 1995 - 1996
Skills
Wealth Management, Strategy, Marketing Strategy, Segmentation, Competitive Analysis, Marketing, Relationship Management, Business Development, Market Research, Market Analysis, Business Planning, Financial Services, Strategic Planning, Cross-functional Team..., Investments, Leadership, Management, Mutual Funds
Education
Duke University - The Fuqua School of Business 1990 — 1991
MBA
Charlotte Country Day School
Randolph College
Bachelor of Arts (B.A.)
MetLife Securities, Inc. 2014 - 2015
TIAA-CREF 2006 - 2013
TIAA-CREF 2005 - 2006
TIAA-CREF 2004 - 2005
Wachovia 2001 - 2003
Wachovia 1996 - 2001
Wachovia 1995 - 1996
Skills
Wealth Management, Strategy, Marketing Strategy, Segmentation, Competitive Analysis, Marketing, Relationship Management, Business Development, Market Research, Market Analysis, Business Planning, Financial Services, Strategic Planning, Cross-functional Team..., Investments, Leadership, Management, Mutual Funds
Education
Duke University - The Fuqua School of Business 1990 — 1991
MBA
Charlotte Country Day School
Randolph College
Bachelor of Arts (B.A.)
Dennis Palmieri Dennis Palmieri's MetLife Securities, Inc. Experience November 2006 - November 2013
Job Town of Oyster Bay, Department of Intergovernmental Affairs, Fiscal
Industry Government Administration
Experience
Town of Oyster Bay May 2014 - Present
MetLife Securities, Inc November 2006 - November 2013
MetLife November 2006 - November 2013
Education
State University of New York College at Cortland 1974 — 1979
Town of Oyster Bay May 2014 - Present
MetLife Securities, Inc November 2006 - November 2013
MetLife November 2006 - November 2013
Education
State University of New York College at Cortland 1974 — 1979
Frederick Azzurro LUTCF Frederick Azzurro LUTCF's MetLife Securities, Inc. Experience 2007 - Present
Job Financial Advisor at Heritage Harbor Financial Advisors, an Office of Metlife
Industry Financial Services
Experience
Heritage Harbor Financial Advisors November 2007 - Present
North Shore Financial Group, An Office of MetLife 2007 - Present
Metropolitan Life Insurance Company November 2007 - Present
MetLife Securities, Inc. 2007 - Present
MetLife Securities, Inc. 2007 - Present
Skills
Investments, 401k Rollovers, Mutual Funds, Long-term Care, 401k, Securities, Fixed Annuities, Retirement Planning
Education
Marist College 2003 — 2007
BS, International Business, Economics
The London School of Economics and Political Science (LSE) 2005 — 2006
BS, International Business, Economics
Heritage Harbor Financial Advisors November 2007 - Present
North Shore Financial Group, An Office of MetLife 2007 - Present
Metropolitan Life Insurance Company November 2007 - Present
MetLife Securities, Inc. 2007 - Present
MetLife Securities, Inc. 2007 - Present
Skills
Investments, 401k Rollovers, Mutual Funds, Long-term Care, 401k, Securities, Fixed Annuities, Retirement Planning
Education
Marist College 2003 — 2007
BS, International Business, Economics
The London School of Economics and Political Science (LSE) 2005 — 2006
BS, International Business, Economics
Adam Hurd's MetLife Securities, Inc. Experience January 2009 - Present
Job Financial Planner at Blue Ocean Wealth Solutions; an office of MetLife
Industry Financial Services
Experience
Blue Ocean Wealth Solutions; an office of MetLife July 2015 - Present
MetLife October 2009 - Present
MetLife Securities, Inc January 2009 - Present
MetLife January 2009 - Present
North Star Mortgage March 2006 - November 2008
Skills
Insurance, Investments, Disability Insurance, Life Insurance, Executive Benefit..., Retirement Planning, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Voluntary Employee..., Variable Annuities, Group Benefit Plans, Life & Health Insurance..., Estate Conservation...
Education
The American College 2009 — 2011
NY, NJ, FL, VA, Health & Life Insurance Licenses
NY,VA Series 6 & 63 Licenses
Blue Ocean Wealth Solutions; an office of MetLife July 2015 - Present
MetLife October 2009 - Present
MetLife Securities, Inc January 2009 - Present
MetLife January 2009 - Present
North Star Mortgage March 2006 - November 2008
Skills
Insurance, Investments, Disability Insurance, Life Insurance, Executive Benefit..., Retirement Planning, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Voluntary Employee..., Variable Annuities, Group Benefit Plans, Life & Health Insurance..., Estate Conservation...
Education
The American College 2009 — 2011
NY, NJ, FL, VA, Health & Life Insurance Licenses
NY,VA Series 6 & 63 Licenses
Dan Tichenor, CFA Dan Tichenor, CFA's MetLife Securities, Inc. Experience 2004 - 2007
Job Wealth Strategy Associate at UBS Institutional Consulting, a division of UBS
Industry Investment Management
Experience
UBS 2012 - Present
UBS Private Wealth Management 2011 - 2012
UBS 2008 - 2011
Robert Half International - Financial Services Group 2007 - 2008
MetLife Securities, Inc. 2004 - 2007
Education
University of Oxford - Said Business School
Private Equity
Saint Mary's College of California 2000 — 2004
Bachelor's of Science in Economics, Business Administration
UBS 2012 - Present
UBS Private Wealth Management 2011 - 2012
UBS 2008 - 2011
Robert Half International - Financial Services Group 2007 - 2008
MetLife Securities, Inc. 2004 - 2007
Education
University of Oxford - Said Business School
Private Equity
Saint Mary's College of California 2000 — 2004
Bachelor's of Science in Economics, Business Administration
Alan Nazarow Alan Nazarow's MetLife Securities, Inc. Experience October 2004 - Present
Job Financial Advisor / Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife Securities, Inc. October 2004 - Present
Skills
Fixed Annuities, Financial Services, Variable Annuities, Term Life Insurance, Disability Insurance, Health Insurance, Asset Allocation, Whole Life Insurance, Long Term Care Insurance, Investments, Mutual Funds, Traditional IRA's, Roth IRA's, Retirement Strategies, Estate Conservation...
Education
University of Florida 1977 — 1981
Bachelor of Science (BS), Finance
Hallandale High School 1973 — 1977
MetLife Securities, Inc. October 2004 - Present
Skills
Fixed Annuities, Financial Services, Variable Annuities, Term Life Insurance, Disability Insurance, Health Insurance, Asset Allocation, Whole Life Insurance, Long Term Care Insurance, Investments, Mutual Funds, Traditional IRA's, Roth IRA's, Retirement Strategies, Estate Conservation...
Education
University of Florida 1977 — 1981
Bachelor of Science (BS), Finance
Hallandale High School 1973 — 1977
Dan Hagler Dan Hagler's MetLife Securities, Inc. Experience November 1993 - November 1999
Job Top 10 Estate Planning Mistakes Special Report: See Below
Industry Investment Management
Experience
Granite State Retirement Planning, Inc. October 2006 - Present
Financial Planning Association® (FPA®) June 1997 - Present
National Association of Estate Planners & Councils March 2010 - Present
New Hampshire Estate Planning Council May 1994 - Present
Maximum Retirement Inc November 1999 - October 2006
MetLife Securities, Inc. November 1993 - November 1999
Skills
Independent Investment..., Retirement Income..., Tax Reduction Strategies, Estate Planning, Retirement Distribution..., Long Term Care Planning, Insurance Planning, Pension Planning &..., Annuity Planning, Retirement Planning, Financial Planners, Retirement, Long-term Care, Tax, Financial Planning, Investment Management, Financial Advisory, Wealth Management, Insurance, Asset Allocation, Investment Advisory
Education
Arizona State University 1984 — 1986
Bachelor of Science (B.S.), Business Administration and Management
Merrimack College 1994 — 1996
Certificate of Advanced Study in Financial Planning, Financial Planning
California Lutheran University 1982 — 1984
Business Administration and Management
Granite State Retirement Planning, Inc. October 2006 - Present
Financial Planning Association® (FPA®) June 1997 - Present
National Association of Estate Planners & Councils March 2010 - Present
New Hampshire Estate Planning Council May 1994 - Present
Maximum Retirement Inc November 1999 - October 2006
MetLife Securities, Inc. November 1993 - November 1999
Skills
Independent Investment..., Retirement Income..., Tax Reduction Strategies, Estate Planning, Retirement Distribution..., Long Term Care Planning, Insurance Planning, Pension Planning &..., Annuity Planning, Retirement Planning, Financial Planners, Retirement, Long-term Care, Tax, Financial Planning, Investment Management, Financial Advisory, Wealth Management, Insurance, Asset Allocation, Investment Advisory
Education
Arizona State University 1984 — 1986
Bachelor of Science (B.S.), Business Administration and Management
Merrimack College 1994 — 1996
Certificate of Advanced Study in Financial Planning, Financial Planning
California Lutheran University 1982 — 1984
Business Administration and Management
Nicholas A. Silva's MetLife Securities, Inc. Experience September 2009 - June 2011
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC May 2014 - Present
NYLIFE Securities LLC 2009 - Present
New York Life Insurance Company 2009 - Present
MetLife Securities, Inc. September 2009 - June 2011
St. John's Preparatory School March 2010 - June 2010
Skills
Estate Planning, Retirement Planning, Life Insurance, Business Planning, Long Term Care Insurance, Mutual Funds, Fixed Annuities, Variable Annuities, Education Funding..., Risk Management, Financial Services, 401k Rollovers
Education
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Economics and Finance, 3.4
St. John's Preparatory School
St. John's Preparatory School
Eagle Strategies, LLC May 2014 - Present
NYLIFE Securities LLC 2009 - Present
New York Life Insurance Company 2009 - Present
MetLife Securities, Inc. September 2009 - June 2011
St. John's Preparatory School March 2010 - June 2010
Skills
Estate Planning, Retirement Planning, Life Insurance, Business Planning, Long Term Care Insurance, Mutual Funds, Fixed Annuities, Variable Annuities, Education Funding..., Risk Management, Financial Services, 401k Rollovers
Education
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Economics and Finance, 3.4
St. John's Preparatory School
St. John's Preparatory School
Adrian Wall's MetLife Securities, Inc. Experience May 2000 - May 2007
Job Sr.Mutual Fund Reconciliation Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2007 - October 2014
MetLife Securities Inc May 2000 - May 2007
Skills
Business Analysis, Process Improvement, Vendor Management, Investments, Team Management, Financial Analysis, Risk Management, Portfolio Management, Equities, Finance
Education
Saint Leo University 2002 — 2005
Bachelor's degree, Computer and Information Sciences and Support Services
University of Wisconsin-Richland 1992 — 1994
Associate of Arts and Sciences (A.A.S.), Computer Science
Morgan Stanley Wealth Management May 2007 - October 2014
MetLife Securities Inc May 2000 - May 2007
Skills
Business Analysis, Process Improvement, Vendor Management, Investments, Team Management, Financial Analysis, Risk Management, Portfolio Management, Equities, Finance
Education
Saint Leo University 2002 — 2005
Bachelor's degree, Computer and Information Sciences and Support Services
University of Wisconsin-Richland 1992 — 1994
Associate of Arts and Sciences (A.A.S.), Computer Science
Alan DeVane's MetLife Securities, Inc. Experience October 2009 - May 2011
Job Investment Representive/Financial Advisor
Industry Financial Services
Experience
Investment Advisor/Financial Advisor May 2011 - Present
MetLife Securities Inc October 2009 - May 2011
Yellow Transportation May 2005 - July 2008
Yellow Transportation August 1997 - May 2005
Yellow Transportation April 1991 - August 1997
Yellow Transportation January 1986 - April 1991
Skills
Retirement Planning, Management, Retirement, Sales Management, Sales, Mutual Funds, Financial Advisory, Logistics
Education
Boston University 1978 — 1982
BSBA
Boston University 1978 — 1982
B.S, Business Administration
Investment Advisor/Financial Advisor May 2011 - Present
MetLife Securities Inc October 2009 - May 2011
Yellow Transportation May 2005 - July 2008
Yellow Transportation August 1997 - May 2005
Yellow Transportation April 1991 - August 1997
Yellow Transportation January 1986 - April 1991
Skills
Retirement Planning, Management, Retirement, Sales Management, Sales, Mutual Funds, Financial Advisory, Logistics
Education
Boston University 1978 — 1982
BSBA
Boston University 1978 — 1982
B.S, Business Administration
Brandon Steed Brandon Steed's MetLife Securities, Inc. Experience September 2004 - November 2014
Job Investment Advisor Representative / Registered Representative at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group January 2015 - Present
MetLife Securities Inc. September 2004 - November 2014
AT&T January 1999 - August 2004
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
The American College 2007 — 2009
LUTCF, Finance
Principal Financial Group January 2015 - Present
MetLife Securities Inc. September 2004 - November 2014
AT&T January 1999 - August 2004
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
The American College 2007 — 2009
LUTCF, Finance
Charles J Conner, MBA Charles J Conner, MBA's MetLife Securities, Inc. Experience May 2013 - February 2015
Job BPO Consultant at Sutherland Global Services
Industry Financial Services
Experience
Houston Community College April 2015 - Present
Private Technology Consulting Firm January 2010 - Present
The Conner Agency March 2004 - Present
Sutherland Global Services March 2015 - May 2015
MetLife Securities, Inc. May 2013 - February 2015
VALIC August 2012 - May 2013
NetIQ February 1999 - June 2003
Microsoft 2001 - 2003
Mission Critical Software 1999 - 2001
BMC Software 1997 - 1999
Skills
Growth Strategies, Separately Managed..., Retirement Planning, Finance, Investment Strategies, Fixed Income Strategies, Portfolio Management, Strategic Planning, Asset Allocation..., Fixed Annuities, Insurance, Microsoft Dynamics GP, Retirement, Mutual Funds, Workers Compensation, Financial Advisory, Equities, Bonds, Group Presentations, Property & Casualty..., Public Speaking, Alternative Investments, Employee Benefits, Term Life Insurance, Life Insurance, Long-term Care, Key Person Insurance, Health Insurance, Business Valuation, Saving for Education, Critical Illness, Wealth Management, Personal Finance, Estate Conservation..., Buy-sell Agreement..., ETFs, Asset Allocation, Strategy
Education
LeTourneau University 2003 — 2005
Master of Business Administration (MBA), Finance
Texas Southern University 1987 — 1994
Bachelor's Degree, Computer Science
Lamar High School
High School Diploma
Houston Community College April 2015 - Present
Private Technology Consulting Firm January 2010 - Present
The Conner Agency March 2004 - Present
Sutherland Global Services March 2015 - May 2015
MetLife Securities, Inc. May 2013 - February 2015
VALIC August 2012 - May 2013
NetIQ February 1999 - June 2003
Microsoft 2001 - 2003
Mission Critical Software 1999 - 2001
BMC Software 1997 - 1999
Skills
Growth Strategies, Separately Managed..., Retirement Planning, Finance, Investment Strategies, Fixed Income Strategies, Portfolio Management, Strategic Planning, Asset Allocation..., Fixed Annuities, Insurance, Microsoft Dynamics GP, Retirement, Mutual Funds, Workers Compensation, Financial Advisory, Equities, Bonds, Group Presentations, Property & Casualty..., Public Speaking, Alternative Investments, Employee Benefits, Term Life Insurance, Life Insurance, Long-term Care, Key Person Insurance, Health Insurance, Business Valuation, Saving for Education, Critical Illness, Wealth Management, Personal Finance, Estate Conservation..., Buy-sell Agreement..., ETFs, Asset Allocation, Strategy
Education
LeTourneau University 2003 — 2005
Master of Business Administration (MBA), Finance
Texas Southern University 1987 — 1994
Bachelor's Degree, Computer Science
Lamar High School
High School Diploma
Michael H Gross Michael H Gross's MetLife Securities, Inc. Experience 2003 - 2010
Job President & Managing Principal Cornerstone Planning Wealth Made Simple
Industry Investment Management
Experience
Cornerstone Corp. August 2011 - Present
Bluegrass Capital Advisors, LLC 2012 - Present
MetLife Securities, Inc. 2003 - 2010
Merrill Lynch 2001 - 2003
National City Bank, NatCity Investments, Inc. 1997 - 2001
American Express Financial Advisors 1995 - 1997
Skills
Asset Allocation, Wealth Management, Financial Planning, Asset Management, Estate Planning, Financial Education, Employee Benefits, Risk Management, Financial Advisory, Strategic Financial..., Asset Managment, Investment Advisory, Investments, Retirement, Portfolio Management, Wealth Management..., Financial Services, Finance, Retirement Planning
Education
The American College 2008 — 2011
Masters of Science, Financial Planning
University of Kentucky 1990 — 1995
Bachelors of Science, Business, Economics, & Family Studies with Emphasis in Financial Planning
Ballard
Cornerstone Corp. August 2011 - Present
Bluegrass Capital Advisors, LLC 2012 - Present
MetLife Securities, Inc. 2003 - 2010
Merrill Lynch 2001 - 2003
National City Bank, NatCity Investments, Inc. 1997 - 2001
American Express Financial Advisors 1995 - 1997
Skills
Asset Allocation, Wealth Management, Financial Planning, Asset Management, Estate Planning, Financial Education, Employee Benefits, Risk Management, Financial Advisory, Strategic Financial..., Asset Managment, Investment Advisory, Investments, Retirement, Portfolio Management, Wealth Management..., Financial Services, Finance, Retirement Planning
Education
The American College 2008 — 2011
Masters of Science, Financial Planning
University of Kentucky 1990 — 1995
Bachelors of Science, Business, Economics, & Family Studies with Emphasis in Financial Planning
Ballard
Brian Ahmad, LUTCF Brian Ahmad, LUTCF's MetLife Securities, Inc. Experience April 2006 - Present
Job Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife April 2006 - Present
MetLife Securities, Inc. April 2006 - Present
Skills
Financial Services, Sales, Investments, Leadership, Life Insurance, Asset Allocation, Microsoft Office, Employee Benefits, Strategic Planning, Public Speaking
Education
University of North Carolina at Wilmington 1991 — 1995
Bachelor of Arts (B.A.), Physical Education
The American College 2007 — 2011
LUTCF
MetLife April 2006 - Present
MetLife Securities, Inc. April 2006 - Present
Skills
Financial Services, Sales, Investments, Leadership, Life Insurance, Asset Allocation, Microsoft Office, Employee Benefits, Strategic Planning, Public Speaking
Education
University of North Carolina at Wilmington 1991 — 1995
Bachelor of Arts (B.A.), Physical Education
The American College 2007 — 2011
LUTCF
Larry Slabosz Larry Slabosz's MetLife Securities, Inc. Experience January 2006 - October 2010
Job Regional Sales Vice President at The Prudential Insurance Company of America
Industry Insurance
Experience
The Prudential Insurance Company of America October 2010 - Present
The Hartford October 2010 - January 2013
MetLife Securities, Inc. January 2006 - October 2010
New York Life/NYLIFE Securities December 2002 - January 2006
Minnesota Life/Securian Financial November 1992 - December 2002
Prudential May 1988 - November 1992
Skills
Insurance, Life Insurance, Retirement Planning, Financial Services, Finance, Fixed Annuities, Retirement, Small Business, Long-term Care
Education
The American College
CLU®, ChFC®, CFP®, CASL
Wayne State University
BA, Corporate Finance
The Prudential Insurance Company of America October 2010 - Present
The Hartford October 2010 - January 2013
MetLife Securities, Inc. January 2006 - October 2010
New York Life/NYLIFE Securities December 2002 - January 2006
Minnesota Life/Securian Financial November 1992 - December 2002
Prudential May 1988 - November 1992
Skills
Insurance, Life Insurance, Retirement Planning, Financial Services, Finance, Fixed Annuities, Retirement, Small Business, Long-term Care
Education
The American College
CLU®, ChFC®, CFP®, CASL
Wayne State University
BA, Corporate Finance
Andy Upchurch's MetLife Securities, Inc. Experience 2002 - December 2011
Job Partner at The Medicus Group, Financial Representative at Consolidated Planning, Inc.
Industry Financial Services
Experience
The Medicus Group June 2014 - Present
Park Avenue Securities January 2012 - Present
Consolidated Planning, Inc. January 2012 - Present
MetLife Securities, Inc 2002 - December 2011
MetLife March 2009 - December 2010
MassMutual Financial Group September 1998 - March 2002
Mutual of New York September 1995 - September 1998
Paul Revere Insurance Group May 1992 - September 1995
Education
Hanover College 1988 — 1992
B.A., Business Administration
New Castle High Schol
The Medicus Group June 2014 - Present
Park Avenue Securities January 2012 - Present
Consolidated Planning, Inc. January 2012 - Present
MetLife Securities, Inc 2002 - December 2011
MetLife March 2009 - December 2010
MassMutual Financial Group September 1998 - March 2002
Mutual of New York September 1995 - September 1998
Paul Revere Insurance Group May 1992 - September 1995
Education
Hanover College 1988 — 1992
B.A., Business Administration
New Castle High Schol
J.P. Mackay, CFP® J.P. Mackay, CFP®'s MetLife Securities, Inc. Experience August 2012 - August 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
University of Tennessee August 2015 - Present
Knoxville Ice September 2014 - Present
Edward Jones August 2013 - Present
MetLife Securities, Inc. August 2012 - August 2013
SunTrust Bank October 2011 - August 2012
SunTrust Bank March 2008 - September 2011
SunTrust Bank March 2007 - March 2008
SunTrust Bank October 2004 - March 2007
Skills
Wealth Management, Investments, Portfolio Management, Strategic Financial..., Finance, Relationship Management, Certified Financial..., Retirement Planning, Financial Advisory, Estate Planning, Management, Financial Planning, Financial Analysis, Insurance, Retirement
Education
College for Financial Planning 2010 — 2013
Masters
UC Berkeley 2011 — 2012
Middle Tennessee State University 1997 — 2001
Bachelor of Science
University of Tennessee August 2015 - Present
Knoxville Ice September 2014 - Present
Edward Jones August 2013 - Present
MetLife Securities, Inc. August 2012 - August 2013
SunTrust Bank October 2011 - August 2012
SunTrust Bank March 2008 - September 2011
SunTrust Bank March 2007 - March 2008
SunTrust Bank October 2004 - March 2007
Skills
Wealth Management, Investments, Portfolio Management, Strategic Financial..., Finance, Relationship Management, Certified Financial..., Retirement Planning, Financial Advisory, Estate Planning, Management, Financial Planning, Financial Analysis, Insurance, Retirement
Education
College for Financial Planning 2010 — 2013
Masters
UC Berkeley 2011 — 2012
Middle Tennessee State University 1997 — 2001
Bachelor of Science
Colin Igawa, CFP®, ChFC® Colin Igawa, CFP®, ChFC®'s MetLife Securities, Inc. Experience October 2009 - July 2011
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. September 2015 - Present
J.P. Morgan Securities LLC July 2011 - September 2015
Chase Investment Services Corp. July 2011 - October 2012
MetLife Securities, Inc. October 2009 - July 2011
Wells Fargo Investments, LLC September 2008 - September 2009
Wells Fargo Bank September 2005 - September 2009
Wells Fargo Financial September 2004 - September 2005
Education
Seattle University 2000 — 2004
Bachelor of Arts Degree, Business Administration; Finance & Business Economics
JPMorgan Chase Bank, N.A. September 2015 - Present
J.P. Morgan Securities LLC July 2011 - September 2015
Chase Investment Services Corp. July 2011 - October 2012
MetLife Securities, Inc. October 2009 - July 2011
Wells Fargo Investments, LLC September 2008 - September 2009
Wells Fargo Bank September 2005 - September 2009
Wells Fargo Financial September 2004 - September 2005
Education
Seattle University 2000 — 2004
Bachelor of Arts Degree, Business Administration; Finance & Business Economics
Erika C. Purnell's MetLife Securities, Inc. Experience 2009 - December 2012
Job Area Market Sales Leader at NJ & NY Staffing Solutions
Industry Financial Services
Experience
NJ & NY Staffing Solutions March 2011 - Present
Beacon Solutions Group LLC 2009 - Present
MetLife Securities, INC. 2009 - December 2012
EverBank October 2005 - 2009
Pershing LLC July 1999 - October 2005
Skills
Securities, Sales Management, Strategy, Series 7, Business Strategy, Marketing, Process Improvement, Financial Analysis, New Business Development, Business Analysis, Program Management, Finance, CRM, Fixed Income, Risk Management, Insurance, Sales, Vendor Management, Investments, Banking, Financial Services, Relationship Management, Portfolio Management, Mutual Funds, Retirement Planning, Asset Management, Wealth Management
Education
Mount Holyoke College 1995 — 1999
Bachelor of Arts (B.A.)
New Jersey City University 1997 — 1997
Spanish
NJ & NY Staffing Solutions March 2011 - Present
Beacon Solutions Group LLC 2009 - Present
MetLife Securities, INC. 2009 - December 2012
EverBank October 2005 - 2009
Pershing LLC July 1999 - October 2005
Skills
Securities, Sales Management, Strategy, Series 7, Business Strategy, Marketing, Process Improvement, Financial Analysis, New Business Development, Business Analysis, Program Management, Finance, CRM, Fixed Income, Risk Management, Insurance, Sales, Vendor Management, Investments, Banking, Financial Services, Relationship Management, Portfolio Management, Mutual Funds, Retirement Planning, Asset Management, Wealth Management
Education
Mount Holyoke College 1995 — 1999
Bachelor of Arts (B.A.)
New Jersey City University 1997 — 1997
Spanish
Alan Fass's MetLife Securities, Inc. Experience August 2008 - March 2011
Job Private Client Banker at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase March 2011 - Present
MetLife August 2008 - March 2011
MetLife Securities Inc. August 2008 - March 2011
Wells Fargo Financial June 2004 - August 2008
Merrill Lynch April 2000 - August 2000
Education
Hofstra University 2000 — 2004
JP Morgan Chase March 2011 - Present
MetLife August 2008 - March 2011
MetLife Securities Inc. August 2008 - March 2011
Wells Fargo Financial June 2004 - August 2008
Merrill Lynch April 2000 - August 2000
Education
Hofstra University 2000 — 2004
Anita L. Hawks, CFP(R) CRPS (R)'s MetLife Securities, Inc. Experience July 2008 - Present
Job Financial Services Representative, CERTIFIED FINANCIAL PLANNER(TM), Practitioner at MetLife
Industry Financial Services
Experience
MetLife Securities, Inc July 2008 - Present
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Marketing & Accounting
University of Michigan 1975 — 1979
Bachelor of Science, Architecture
MetLife Securities, Inc July 2008 - Present
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Marketing & Accounting
University of Michigan 1975 — 1979
Bachelor of Science, Architecture
James Wolfson's MetLife Securities, Inc. Experience August 2001 - Present
Job Financial Services Representative at Baystate Financial Services
Industry Financial Services
Experience
MetLife Securities, Inc August 2001 - Present
Skills
Wealth Management, Securities, Retirement Planning, Retirement
Education
Tufts University 1976 — 1980
MetLife Securities, Inc August 2001 - Present
Skills
Wealth Management, Securities, Retirement Planning, Retirement
Education
Tufts University 1976 — 1980
Glen Macko's MetLife Securities, Inc. Experience 2008 - Present
Job Broker, Registered Representative, Financial Advisor at MetLife Securities, Inc.
Industry Financial Services
Experience
MetLife Securities, Inc 2008 - Present
Bulkeley High School 2002 - 2008
Digital Equipment Corporation 1990 - 2002
DEC/Compaq 1977 - 1998
Education
University of Connecticut 1970 — 1974
BA, Mathematics, Computer Science
MetLife Securities, Inc 2008 - Present
Bulkeley High School 2002 - 2008
Digital Equipment Corporation 1990 - 2002
DEC/Compaq 1977 - 1998
Education
University of Connecticut 1970 — 1974
BA, Mathematics, Computer Science
Christopher Gething, CFP®'s MetLife Securities, Inc. Experience November 2006 - February 2011
Job Financial Advisor at Atherean Wealth Management, LLC
Industry Investment Management
Experience
Atherean Wealth Management, LLC May 2014 - Present
Dinosaur Securities LLC March 2011 - March 2014
RMR Wealth Management LLC February 2011 - March 2014
MetLife Securities Inc. November 2006 - February 2011
Christopher M. Gething January 2005 - November 2006
ABAQUS Inc May 1999 - August 2001
Skills
Retirement Planning, Wealth Management, Portfolio Management, Financial Planning, Estate Planning, Strategic Financial..., Investments, Financial Services, Fixed Annuities, Insurance, FINRA, Securities, Series 7, Financial Advisory, Finance, Series 63, Asset Allocation, Retirement, Alternative Investments, Investment Strategies, Mutual Funds, Options, Equities, Fixed Income, Investment Advisory, IRAs, Bonds, Personal Finance, Asset Management, Hedge Funds, Wealth, Financial Planners
Education
Brown University 2001 — 2002
Sc.M., Engineering
Brown University 1995 — 1999
Sc.B., Engineering
Massachusetts Institute of Technology 2002 — 2005
ABD, Solid Mechanics, Engineering
Stuyvesant H.S. 1992 — 1995
Saint Anns
Atherean Wealth Management, LLC May 2014 - Present
Dinosaur Securities LLC March 2011 - March 2014
RMR Wealth Management LLC February 2011 - March 2014
MetLife Securities Inc. November 2006 - February 2011
Christopher M. Gething January 2005 - November 2006
ABAQUS Inc May 1999 - August 2001
Skills
Retirement Planning, Wealth Management, Portfolio Management, Financial Planning, Estate Planning, Strategic Financial..., Investments, Financial Services, Fixed Annuities, Insurance, FINRA, Securities, Series 7, Financial Advisory, Finance, Series 63, Asset Allocation, Retirement, Alternative Investments, Investment Strategies, Mutual Funds, Options, Equities, Fixed Income, Investment Advisory, IRAs, Bonds, Personal Finance, Asset Management, Hedge Funds, Wealth, Financial Planners
Education
Brown University 2001 — 2002
Sc.M., Engineering
Brown University 1995 — 1999
Sc.B., Engineering
Massachusetts Institute of Technology 2002 — 2005
ABD, Solid Mechanics, Engineering
Stuyvesant H.S. 1992 — 1995
Saint Anns
Matthew Cheney, CFP®'s MetLife Securities, Inc. Experience June 2008 - April 2010
Job Financial Advisor at Horan Capital Management, LLC
Industry Financial Services
Experience
Horan Capital Management, LLC March 2013 - Present
Fidelity Investments April 2010 - December 2012
MetLife Securities, Inc. June 2008 - April 2010
Ameriprise Financial Services, Inc. September 2004 - May 2008
Skills
Certified Financial..., Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Insurance, Portfolio Management, Risk Management, 401k, Fixed Annuities, Financial Analysis
Education
Loyola University Maryland 2000 — 2004
Bachelor of Business Administration (BBA), Management
Horan Capital Management, LLC March 2013 - Present
Fidelity Investments April 2010 - December 2012
MetLife Securities, Inc. June 2008 - April 2010
Ameriprise Financial Services, Inc. September 2004 - May 2008
Skills
Certified Financial..., Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Insurance, Portfolio Management, Risk Management, 401k, Fixed Annuities, Financial Analysis
Education
Loyola University Maryland 2000 — 2004
Bachelor of Business Administration (BBA), Management
Ben Conroy's MetLife Securities, Inc. Experience January 2015 - Present
Job Investment Advisor Representative
Industry Airlines/Aviation
Experience
Metlife Securities, Inc. January 2015 - Present
United Airlines May 2014 - Present
New England Securities Corporation J July 2012 - December 2014
Air Line Pilots Association 2012 - May 2014
Air Line Pilots Association 2011 - May 2014
ExpressJet Airlines May 2001 - May 2014
United States July 2003 - February 2004
First Approach Aviation January 1999 - February 2004
Continental Express/ExpressJet Airlines May 2001 - October 2001
Jeffery's Restaurant March 1997 - March 1999
Skills
Registered Investment..., Personal Finance, Investment Strategies, Investment Advisory, Qualified Retirement..., Alternative Investments, Life Insurance, Long Term Care Insurance, Aviation, Piloting, Flights, Airlines, Flight Training, Aircraft, International Flight..., Business Aviation, Commercial Aviation, Flight Safety, Airports, Instrument Rating, Training, Customer Service, Flight Planning, Charter, Ground Instructor, B737, Aerospace, ATP, Multi-engine, Management, CFI, Type Rating, Crew Resource Management, Civil Aviation, Transportation
Education
St. Edward's University
Bachelor of Arts (B.A.), Philosophy, English, Religous Studies, Art History
Metlife Securities, Inc. January 2015 - Present
United Airlines May 2014 - Present
New England Securities Corporation J July 2012 - December 2014
Air Line Pilots Association 2012 - May 2014
Air Line Pilots Association 2011 - May 2014
ExpressJet Airlines May 2001 - May 2014
United States July 2003 - February 2004
First Approach Aviation January 1999 - February 2004
Continental Express/ExpressJet Airlines May 2001 - October 2001
Jeffery's Restaurant March 1997 - March 1999
Skills
Registered Investment..., Personal Finance, Investment Strategies, Investment Advisory, Qualified Retirement..., Alternative Investments, Life Insurance, Long Term Care Insurance, Aviation, Piloting, Flights, Airlines, Flight Training, Aircraft, International Flight..., Business Aviation, Commercial Aviation, Flight Safety, Airports, Instrument Rating, Training, Customer Service, Flight Planning, Charter, Ground Instructor, B737, Aerospace, ATP, Multi-engine, Management, CFI, Type Rating, Crew Resource Management, Civil Aviation, Transportation
Education
St. Edward's University
Bachelor of Arts (B.A.), Philosophy, English, Religous Studies, Art History
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY