Mid Atlantic Resource Group
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Mid Atlantic Resource Group Employees
Maglin, Miskiv & Associates, CPA's, PA March 2012 - Present
Mid Atlantic Resource Group January 1997 - August 2010
Skills
Outlook, Administrative..., Microsoft Excel, QuickBooks, PowerPoint, Microsoft Word, Microsoft Office, Spreadsheets, Accounts Receivable, Accounting, Office Administration, Data Entry, Customer Service, Access, Budgets
Education
Sparta High School
High School
Gregory Elementary School
Sussex County Community College
Mid Atlantic Resource Group July 2013 - Present
Brown & Brown Insurance December 2005 - July 2013
First Jersey Insurance Agency May 2002 - December 2005
Horizon Blue Cross Blue Shield of New Jersey June 1997 - October 2001
Skills
Medical, Life and..., Employee Benefits, Brokers, Underwriting, Health Savings Accounts, Benefits Administration, Health Care Reform, Disability Insurance, Life Insurance, Term Life Insurance, Medicare, COBRA, Health Insurance, Training, Insurance, General Insurance, Property & Casualty..., Management, Workers Compensation, Sales, Long-term Care, Liability, 401k, Claim, Commercial Insurance, Open Enrollment
Education
Ocean County College 1985 — 1987
Toms River High School East 1981 — 1985
Business Finance
Mariner Wealth Advisors January 2015 - Present
Massey Quick & Co., LLC September 2014 - December 2014
Asset Planning Services, Ltd. May 2014 - August 2014
Mid Atlantic Resource Group November 2013 - May 2014
Global Financial Services May 2013 - May 2014
Education
William Paterson University of New Jersey 2012 — 2014
Bachelor of Science, Financial Planning & Business Management
Union County College 2009 — 2012
Mid Atlantic Resource Group November 2012 - Present
binders r us January 1999 - March 2009
Education
NYU 2010 — 2012
cfp, Financial Planning
bais medrash govah 2005 — 2009
Bachelor's degree, talmud
Paler
Bachelor's degree
Retirement Income Advisors, LLC April 2014 - Present
The Jersey Shore Networking Group May 2009 - Present
Jersey Shore Professional Network April 2003 - Present
Breakthrough Financial Strategies, LLC July 2010 - April 2014
Platinum Financial Partners, LLC July 2006 - June 2010
Mid Atlantic Resource Group December 1993 - June 2006
Met Life December 1991 - November 1993
Bernaducci Mason Contractors May 1979 - December 1992
Independence Financial April 1991 - November 1991
Skills
Financial Advisory, Negotiation, Securities, Time Management, Residential Homes, Security, Real Estate Transactions, Wealth, Long-term Care, Entrepreneurship, New Business Development, Video, Employee Benefits, Public Speaking, Marketing Strategy, Long Term Care Insurance, Fixed Annuities, Estate Planning, 401k, IRAs, Business
Education
School of Hard Knocks 1957 — 2014
Magna Cum Laude, Hard Knocks
International School Of Massage 1988 — 1988
International School of Massage
Kushi Institute 1984 — 1985
Oriental Medicine
Ball State University 1975 — 1980
BS, Soil Science
Point Pleasant Boro High 1971 — 1975
Memorial Middle School 1968 — 1971
Memorial Elementary and Ocean Road School 1962 — 1968
Mid Atlantic Resource Group July 2013 - Present
Physicians Protection Services January 2013 - Present
Medtronic 1996 - 2012
Education
The University of Connecticut 1987 — 1991
Graduate, Organic Chemistry
Fairfield University 1983 — 1987
Bachelor of Science (B.Sc.), Chemistry/Biology
Mid Atlantic Resource Group June 1996 - Present
Lance Westfield January 1978 - January 1991
Education
Baruch College, City University of New York (CUNY) 1972 — 1976
BA, Finance
Kingsborough Community College 1971 — 1973
Associate's Degree, Accounting
Sheepshead Bay High School 1967 — 1971
business, business mngment
Mid Atlantic Resource Group April 2010 - Present
Cuttone and Co. July 2007 - December 2007
CJ Ledone Equities July 2005 - June 2007
LL Partners Inc. September 1998 - June 2005
Mark Muller Equities May 1995 - August 1998
Lawrence Helfant Inc March 1986 - April 1995
Morgan Stanley June 1985 - March 1986
Merrill Lynch February 1980 - May 1985
Education
Kingsborough Community College 1977 — 1979
Associates Degree, Business/Liberal Arts
Brooklyn College
Mid Atlantic Resource Group August 1984 - Present
Skills
Life & Health Insurance..., Series 63, Investment Advisory, Series 6, Financial Advisory, Asset Allocation, Life Insurance, Disability Insurance, Mutual Funds, 401k, Investments, Long-term Care, Estate Planning, Program Management, Saving for Education, 401k Rollovers, Series 7, Insurance, Securities, Wealth Accumulation, Long Term Care Insurance, 529 Plans, IRAs, College Savings Plans, Roth IRA, Series 65, Variable Annuities, Wealth Management..., Retirement Savings, Income Protection, Financial Goals, Fixed Annuities, Education Funding, Qualified Retirement..., Key Person Insurance, Investment Management, Loans, Term Life Insurance, Universal Life, Whole Life
Education
Rutgers, The State University of New Jersey-Newark 1970 — 1974
BA
CVS Caremark Corporation May 2014 - Present
Prescription Corporation of America July 2012 - April 2014
Mid Atlantic Resource Group October 2009 - July 2012
Horizon Blue Cross Blue Shield of New Jersey January 2008 - October 2009
Skills
Customer Service, Employee Benefits, 401k, Insurance, Applicant Tracking..., Human Resources, Payroll, Employee Relations, Invoicing, Benefits Administration, PeopleSoft, ADP Payroll, Management, Health Insurance, Healthcare, Leadership
Education
Monmouth University
Bachelor of Science (B.S.), Business Administration and Management, General
Mid Atlantic Resource Group January 1988 - Present
Education
University of North Carolina at Charlotte 1982 — 1987
University of North Carolina at Charlotte - Belk College of Business 1982 — 1987
Business Administration and Management, General
Self-Employed June 2009 - Present
Mid Atlantic Resource Group May 2004 - June 2009
EisnerAmper LLP July 1991 - May 2004
Skills
Tax Preparation, General Ledger, Financial Statements, S Corporations, Financial Reporting, Fund Accounting, Accounts Payable, Cash Management, Accounts Receivable, Payroll, LLC, C-Corp, Tax, LLP, QuickBooks, Auditing, Accounting, ProSystem fx Tax, GAAP, SEC filings
Education
City University of New York-Baruch College 1970 — 1972
BBA, Accounting
Mid Atlantic Resource Group November 2012 - Present
LIVE BLUE January 2012 - May 2012
College Internship Program August 2010 - May 2012
Ocean Hut Surf Shop May 2005 - August 2011
Education
Florida Institute of Technology 2010 — 2012
Bachelor of Science (B.S.), Business and Environmental Studies
TriOptima June 2015 - Present
Mid Atlantic Resource Group June 2013 - August 2014
Fusion Analytics Investment Partners June 2012 - August 2012
Privetera's Florist January 2007 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Java, Balance Sheet, Quantitative Research, Stock Research, Leadership, Teamwork
Education
Stevens Institute of Technology 2012 — 2014
Bachelor of Science (BS), Business and Technology, 3.41
Saint Joseph's University 2010 — 2011
Bachelor of Science (BS), Finance, General
ALM January 2013 - Present
Formula PR July 2012 - October 2012
J Public Relations January 2012 - May 2012
Mid Atlantic Resource Group April 2009 - August 2011
Skills
Direct Marketing, Public Relations, Customer Relations, Promotions, Special Events, Word, PowerPoint, Writing, Customer Service, Excel, Event Planning, Product Marketing, Blogging
Education
Rowan University 2004 — 2008
B.A., Communications, Public Relations
Mid Atlantic Resource Group June 2015 - August 2015
Cantor Fitzgerald May 2014 - August 2014
Point Global SRI February 2014 - August 2014
District of Columbia Public Schools (DCPS) September 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Windows, Finance, Microsoft Word, Social Networking, Time Management, Accounting, Statistics, Research, Financial Analysis, Data Analysis, Data Entry, Spreadsheets, Customer Service
Education
University of Miami 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
OppenheimerFunds June 2014 - Present
OppenheimerFunds April 2012 - Present
The Hartford April 2010 - April 2012
Mid Atlantic Resource Group August 2006 - April 2010
Skills
Series 63, Series 7, Mutual Funds, 401k, Series 6, Retirement, Retirement Planning, Investments, Asset Allocation, Wealth Management, Uniform Combined State..., Securities, Strategic Financial..., Equities, Fixed Income, Sales, Account Management, Project Management, New Business Development, Sales Management, Financial Advisory, Fixed Annuities, Alternative Investments, Financial Services
Education
Furman University 2002 — 2006
Bachelors, Communication Studies
U.S. Bank March 2010 - Present
Mid Atlantic Resource Group July 2008 - March 2010
Education
Rutgers University 2004 — 2008
Bachelor's degree, Economics
U.S. Bank March 2013 - Present
NIP Group, Inc. March 2012 - March 2013
Seeking Alpha July 2010 - March 2012
Mid Atlantic Resource Group June 2009 - July 2010
Cheesequake State Park May 2008 - September 2008
Skills
Microsoft Excel, Series 7, Asset Allocation, Outlook, Mutual Funds, Excel, TAM, Word Processing, HedgeTek, Level II CFA Canidate, Financial Analysis, Financial Modeling, Risk Management, Hedge Funds, Financial Services, Portfolio Management, Bonds, Finance, Investments, Equities, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelors, Economics, 3.5 GPA
Mutual of Omaha January 2011 - Present
Mid Atlantic Resource Group August 2008 - December 2010
Education
Saint Joseph's University 2005 — 2008
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
BA, Finance
Mid Atlantic Resource Group August 2013 - Present
Education
New School University 1999 — 2004
BA, Cultural Studies, Media Studies
The Ranney School 1995 — 1999
News 12 New Jersey February 2010 - Present
Mid Atlantic Resource Group May 2007 - September 2008
Skills
Social Media, Facebook, New Media, Multimedia, Twitter, Digital Media, News Writing, Breaking News, Strategic Communications, Creative Writing, Social Media Outreach, Social Media Strategist, Online Research, Media Monitoring, Digital Strategy, Coordination, Emergency Management, Emergency Services, Incident Management, Public Safety, EMT, Firefighting, NIMS, EMS, Search & Rescue, Rescue, Video Editing, Video Production, Content Management, Content Strategy, Online News, Web Content, Press Releases, Media Relations, Editing, Adobe Creative Suite, Web Content Management, Web Analytics, AP Style, Critical Thinking, Online Journalism, Social Networking, Web Video, Social Media Measurement, Broadcast Journalism, Final Cut Pro
Education
Rowan University 2003 — 2007
Marketing, Marketing
O'Brien Financial Group June 1987 - Present
Mid Atlantic Resource Group January 2002 - January 2006
Education
Montclair State University
Bachelor of Arts (BA)
Ridgefield Park High School
William Paterson University of New Jersey
Master of Arts (MA)
Morgan Stanley December 2010 - Present
Mid Atlantic Resource Group February 2010 - December 2010
TSR Consulting services July 2008 - March 2010
Lehman Brothers 2008 - 2010
Barclays Capital 2008 - 2010
morgan stanley 2001 - 2008
Education
Rutgers University-New Brunswick 1972 — 1977
bachelors, economics
The Dunn Group October 2007 - Present
Mid Atlantic Resource Group September 1999 - October 2007
Caremark June 1988 - August 1999
Skills
Pharmaceutical Industry, Clinical Trials, Customer Service, Oncology, Healthcare, Clinical Development, Sales Management, Marketing Strategy, Medical Devices, Market Research, Diabetes, Clinical Research, Biotechnology, Pharmaceutical Sales, Competitive Analysis, Microsoft Excel
Education
Montclair State University 1982 — 1986
BS, Business
Bacsi Enterprises, LLC 2010 - Present
MassMutual Eastern Pennsylvania December 2012 - April 2015
Summit Financial Resources, Inc. 2002 - 2012
Mid Atlantic Resource Group 2001 - 2002
PricewaterhouseCoopers 2000 - 2001
New York Life Insurance Company 1997 - 2000
Skills
Marketing Communications, Strategic Planning, New Business Development, Call Center Mgt, CRM, Advertising, Copywriting, Life & Health Insurance..., Corporate Sponsorships, Mutual Funds, Fixed Annuities, College Funding..., Family Business..., Series 6 & 63 Licenses..., Estate Planning, Insurance, Telemarketing, Microsfot Office
Education
Messiah College 1991 — 1995
Bachelor of Science
The American College
CFP (Certified Financial Planner Certificant)
The American College 2013 — 2014
CFBS (Certified Family Business Specialist) Certificant