MONY Company
Founded: 1842 Parent organization: Protective Life Insurance Company Subsidiaries: Mutual Life Insurance Co Of New York, Asset Management Arm, 1740 Advisers Inc
MONY List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MONY. You can filter them based on skills, years of employment, job, education, department, and prior employment.
MONY Salaries. You can even request information on how much does MONY pay if you want to. Learn about salaries, pros and cons of working for MONY directly from the past employees.
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70 MONY employees in database. Find out everything there's to know about MONY employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
MONY Employees
Wells Fargo Advisors October 2011 - November 2013
Wells Fargo Company April 2010 - October 2011
E*TRADE 2008 - 2009
Business Edge Solutions, EMC 2007 - 2007
TIAA-CREF 2005 - 2007
Harrison Consulting 2004 - 2005
MONY 2000 - 2004
The Advisors Group 1999 - 2000
DIME SECURITIES 1997 - 1998
First Union 1996 - 1997
Skills
Strategic Planning, Vendor Management, Training, Wealth Management, Financial Services, Strategic Financial..., Retirement, Start-ups, Portfolio Management, Program Management, Cross-functional Team..., Investments, Strategy, Product Management, Management, Securities, Finance, Financial Planning, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 1978 — 1984
MBA 1984, Finance
The George Washington University 1971 — 1974
BA 1975, Political Science
University of North Carolina at Charlotte
Accelerated Project Management Certificate, Certificate
American Family Insurance May 1998 - Present
University of St. Thomas August 1996 - August 1997
MONY June 1995 - June 1996
Skills
Umbrella Insurance, Property & Casualty..., Commercial Insurance, Casualty, Term Life Insurance, Whole Life, Commercial Lines, Homeowners, General Insurance, Legal Liability, Universal Life, Liability, Renters, Life Insurance, Insurance, Flood Insurance, Health Insurance, Inland Marine, Fixed Annuities, Motorcycle
Education
University of MN-Twin Cities Campus 1992 — 1995
Economics
Gustavus Adolphus College 1990 — 1992
Economics
Aon Hewitt September 2011 - Present
Pensions First February 2011 - August 2011
Aon Hewitt February 2007 - February 2011
Hewitt Associates 1998 - 2007
Hewitt Associates 1989 - 1998
MONY June 1986 - June 1989
Skills
Pensions, Employee Benefits, Defined Benefit, Retirement, Actuarial Science, Strategy, Risk Management, Investment Strategies, Defined Contribution, Retirement Plan..., Asset Allocation, Benefits Design, CRM, Investments, Leadership, Strategic Planning, Human Resources, Benefits Administration, ERISA, Sales Management, Fixed Income, Account Management, Outsourcing, Global Business..., Compensation & Benefits..., Deferred Compensation, Management, Incentive Programs, Pension Funds, International Sales, LDI, Pension Administration, ALM, 401k, Business Development, Consulting, Investment Management, Actuarial Consulting
Education
Binghamton University 1982 — 1986
BS
Lion & Company CPA's LLP December 2006 - Present
NY Life Insurance Co 1996 - 2000
Dun & Bradstreet 1988 - 1991
MONY 1986 - 1988
Skills
corporate tax returns, Corporate Tax, Tax Preparation, Income Tax, Accounting, Payroll, Tax
Education
Hofstra University
B.B A, Accounting
Job Hunting in Business Development, Logistics, Financial January 2014 - Present
Howard Lacey Trucking, LLC August 2012 - Present
Southwest Tennessee Football Officials August 2013 - Present
City of Adamsville September 2002 - December 2014
Tennessee Risk Management Trust September 2006 - September 2014
McNairy County Board of Education September 2002 - September 2014
Tennessee Materials Corp January 2009 - August 2012
Community South Bank January 2002 - January 2009
Garan Manufacturing Inc March 1996 - February 2002
MONY September 1994 - February 1996
Skills
Credit, Banking, Supervisory Skills, Insurance, Loans, Problem Solving, Negotiation, Strategic Planning, Customer Service, Real Estate, Budgets, Public Speaking, Government, Policy Analysis, Materials Management, Shipping, Budgeting, Philosophy, Public Policy, Microsoft Office, Customer Relations, C-Level, Local Government, Educational Leadership, Political Campaigns, Campaigns, Metaphysics, Risk Management, Finance, Strategy, Management, Portfolio Management, Human Resources, Leadership, Entrepreneurship, Training, Sales, Team Building, Consulting, Fundraising, New Business Development
Education
Mississippi State University 1979 — 1984
BA, Political Science
DOT Transportation Safety Institute 2013 — 2013
Certificate of Completion, DOT Transportation Safety, A
Supervisory Skills Management School, Mississippi State University 1993 — 1993
Supervisory Skills Certificate, Business, 4.0
Commercial Lending School University of Oklahoma 1992 — 1992
Commercial Lender, Banking and Financial Support Services
Residential Appraisal School, Mississippi State University 1992 — 1992
Licensed Residential Appraiser, Business/Commerce, General
Mississippi School of Banking 1990 — 1991
Banking and Finance, Banking, Corporate, Finance, and Securities Law
Kosciusko High School 1976 — 1979
Diploma, College Prep, 3.0
Blue Ocean Strategic Capital, LLC August 2012 - Present
Village of Liverpool, NY May 2005 - Present
Hebert Financial Strategies 1996 - Present
Bryant & Stratton College 2005 - June 2013
Prudential Financial February 1996 - February 2006
MONY 1996 - 2003
Skills
Personal Financial..., Investment management, Estate Planning, Portfolio Management, Investment Advisory, Investment Strategies, Financial Planning, Trusts, Mutual Funds, Wealth, Long Term Care Planning, 401k Rollovers, Financial Advisory, Retirement, Investments, Finance, Retirement Planning, Insurance, Wealth Management, Small Business, Public Speaking, Customer Service
Education
The American College 1995 — 1998
MSFS, Finance
University of Bridgeport 1967 — 1970
BS, Industrial Relations\Management
Onondaga Community College 1965 — 1967
A.A., Liberal Arts-Humanities
ROCKGATE Financial Partners July 2014 - Present
John Hancock Financial Services May 1999 - July 2014
MONY August 1990 - May 1999
MONY December 1983 - August 1990
The Delta Chi Fraternity, Inc. June 1982 - June 1983
Skills
Management, Strategic Planning, Customer Service, Leadership, Business Strategy, Project Management, Sales, Business Development, Strategy, Marketing
Education
Oklahoma State University 1978 — 1982
Bachelor of Science (BS), Farm/Farm and Ranch Management
The American College
Chartered Financial Consultant and Chartered Life Underwriter, Financial Planning and Services
Seneca August 2008 - Present
CXtec 2006 - July 2008
CXtec 2000 - 2006
Wynit, Inc. July 1999 - January 2000
CABLExpress May 1991 - June 1999
MONY 1983 - 1990
Skills
Channel / Computer..., Storage Devices, Notebooks, Resellers, VARs, Servers, Storage, Computer Hardware, Manufacturing /..., Manufacturing, Solution Selling, Channel, Cloud Computing, Unified Communications, Laptops, Selling Skills, Security, Leadership, Multi-channel Marketing, Partner Management, WAN, Sales Process, Sales, Account Management, Selling, Sales Management, Direct Sales, Hardware, Salesforce.com, Product Management, VoIP, Channel Partners, Data Center, Wireless, Strategic Partnerships, Networking, Product Marketing, Sales Operations, New Business Development, Go-to-market Strategy, Lead Generation, B2B, Cisco Technologies, Managed Services, Sales Presentations, Professional Services, Sales Enablement, HP, CRM, Virtualization
Education
Leadership Greater Syracuse 2008 — 2008
State University of New York College at Oswego 1981 — 1985
Bachelor's degree, Business/Corporate Communications
Board of Education of Frederick County December 2012 - Present
Board of Education of Frederick County (MD) December 2013 - December 2014
Board of Education Frederick County Public Schools December 2012 - December 2013
MONY 1997 - 2000
Foreign Policy Association June 1993 - January 1997
Skills
Non-profits, Nonprofits, Budgets, International Relations, Management, Government, Curriculum Design, Training, Strategic Planning, Fundraising, Program Development, Editing, Grant Writing, Staff Development, Community Outreach, Special Education, Proposal Writing
Education
Georgetown University 1985 — 1989
B.S. Foreign Services, International Relations and Affairs
Georgetown University 1985 — 1989
BS, Foreign Service
Signature Financial Solutions, LLC a member of John Hancock Financial Network January 2006 - December 2012
Penn Mutual September 2002 - March 2005
MONY 2002 - 2003
Manulife Financial September 1994 - November 2001
Skills
Series 7, Series 24, Life Insurance, Mutual Funds, Fixed Annuities, Securities, Retirement Planning, Estate Planning, 401k, Retirement, Wealth Management, Long-term Care, Investments, Financial Planners, Wealth, Variable Annuities, FINRA
Education
The American College 1997 — 2001
Chartered Life Underwriter, Financial Services
City Colleges of Chicago, Wiesbaden, Germany 1992 — 1993
Art Institute of Boston 1985 — 1988
Ameriprise Financial Services, Inc. April 2013 - Present
Wells Fargo Advisors 1994 - 2013
MONY 1993 - 1994
The Copeland Companies 1988 - 1990
Dean Witter 1984 - 1988
Education
University of Pennsylvania 1970 — 1974
Bachelor of Arts (B.A.)
Bethpage High School
Accordia Life May 2014 - Present
Aviva USA January 2008 - May 2014
Foresters 2006 - 2008
MassMutual Financial Group 2001 - 2006
MONY 1995 - 2001
Skills
Insurance, Life Insurance, Retirement Planning, Health Insurance, Fixed Annuities
Education
San Diego State University-California State University 1990 — 1995
BA, Public Administration
Rim of World Highschool 1987 — 1990
Mickles Agency Inc. February 1998 - Present
New England Securities 1982 - 2008
Don Allen Agency, Inc. 1990 - 1998
A. J. Mickles Agency Inc 1982 - 1990
CNA Insurance Companies 1981 - 1981
MONY 1976 - 1980
Skills
Risk Management, Professional Liability, Investments, Workers Compensation, Disability Insurance, Property & Casualty..., Long-term Care, Casualty, Brokers, Retirement Planning, Life Insurance, Umbrella Insurance, Insurance, Health Insurance, Fixed Annuities, Long Term Care Insurance, Small Business, Term Life Insurance, Estate Planning, Universal Life
Education
Rochester Institute of Technology 1972 — 1976
B.S. with Honors, Criminal Justice, 3.3
MassMutual Pittsburgh January 2004 - Present
MONY March 1993 - January 2004
Skills
Strategic Financial..., Fixed Annuities, Retirement Savings, Finance, Workshop Facilitation, Vendor Management, Long-term Care, Cold Calling, Employee Benefits, Disability Insurance, Recruiting, Retirement Planning, Retirement, Life Insurance, Insurance, Long Term Care Insurance, Financial Services, Leadership, Securities, Series 7, Sales, Wealth Management
Education
University of Pittsburgh 1985 — 1990
AdvisorShares 2008 - Present
Ahrens Advisors, L.P. 2005 - 2008
Mutuals.com 1999 - 2005
MONY 1992 - 1999
Skills
Investment Management, Product Development, ETFs, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Investment Strategies, Portfolio Management, Equities, Financial Advisory, Investment Advisory, Investments
Education
Texas Tech University 1984 — 1988
BBA, Finance
Morgan Stanley Wealth Management 2010 - 2014
AXA Equitable January 2009 - December 2009
AXA Equitable June 2004 - January 2009
MONY April 2002 - June 2004
March of Dimes 2000 - 2002
MetLife 1986 - 1998
Manufacturer's Hanover 1986 - 1987
Mallory Factor 1984 - 1986
Skills
Digital Marketing, Integrated Marketing, High Net Worth Marketing, Marketing Strategy, Lead Generation, Marketing, Events Management, Product Marketing, Market Planning, Team Building, Communication, Strategy, Segmentation, Management, Financial Services, Marketing Communications, B2B, Change Management, Event Management, Training, Public Relations, Leadership, Executive Management, Direct Marketing, Strategic Communications, Customer Acquisition, Loyalty Programs, Process Improvement, Strategic Planning, Internal Communications, Customer Retention, Program Management, Sales, Direct Mail, Start-ups, Experiential Marketing, Branding, Customer Segmentation, Customer Relationship..., Affinity Marketing, Sales Force and..., Creative, Team Development
Education
Baruch College, City University of New York (CUNY) 1988 — 1990
MBA, Management
Queens College
BA, Communications/Pol. Sci.
Fleck Financial October 2005 - Present
Investment Network, Inc. May 2010 - November 2014
Woodbury Financial Services October 2005 - May 2010
MONY 1996 - 2005
Skills
Retirement Planning, Estate Planning, Asset Management, Asset Allocation, Financial Planning, Investments, Funding, Securities, Insurance, Annuities, Long Term Care, Wealth Management, 401k, Tax, Retirement, Business Planning, Succession Planning, Disability Insurance, Portfolio Management, Employee Benefits, Financial Analysis, Series 7, Pensions, Risk Management, Asset, Investment Advisory, Mutual Funds, Health Insurance, IRA's, Retirement Income..., Alternative Investments, Insurance Planning, Investment Strategies, Equities, Financial Advisory, Series 6, Term Life Insurance, Bonds, Wealth, Asset Protection, Wealth Accumulation, Annuity, Series 63, FINRA, Wealth Preservation, Personal Finance, Long-term Care, Wealth Transfer, Stocks, Roth IRA
Education
Bowling Green State University 1992 — 1996
BSBA, Finance
Sebring McKinley 1988 — 1992
Home 2012 - Present
MONY May 1980 - June 1984
Skills
Interventional/Diagnosti..., Board Certified, Business Analysis, Digital Imaging, EMR, Healthcare, Healthcare Information..., Healthcare Management, Medicine, Radiology, Surgery
Education
Georgetown University School of Medicine 1988 — 1992
MD, MD
School of General Studies, Columbia University 1985 — 1987
postgraduate premed, premed
Teachers College of Columbia University 1985 — 1987
MIS, Information Systems
Columbia College, Columbia University 1974 — 1980
BA, Psychology
AXA Advisors February 2014 - Present
AXA Advisors June 2005 - Present
MONY December 1994 - June 2005
Skills
Select Underwriter, Series 24, Series 65, Series 7, Series 6, Series 63, Financial Needs Analysis, Charitable Giving..., Life Insurance, Investment Advisory, Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Investments
Education
The American College
Chartered Financial Consultant (ChFC), Financial Planning and Services
The American College
Chartered Life Underwriter (CLU), Financial Planning and Services
Blue Valley North High School
National Honor Society
The University of Kansas
Bachelor of Science, School of Business
The University of Kansas
Bachelor of Arts, Economics
CSC July 2011 - Present
OIN March 2003 - July 2011
Oneida Nation Enterprises, Turning Stone Resort and Casino March 2003 - July 2011
Turning Stone Resort & Casino March 2003 - July 2011
APPLIEDTHEORY January 1999 - January 2003
INFORMATION SYSTEMS STAFFING, INC January 1997 - January 1999
MONY 1998 - 1999
SELECT TICKETING SYSTEMS, INC January 1995 - January 1997
Z/MAX COMPUTER SOLUTIONS January 1993 - January 1995
GENERAL ELECTRIC COMPANY January 1984 - January 1993
Skills
Unix, Linux, Windows, Troubleshooting, System Administration, HTML, Solaris, Java, Problem Solving, Computer Hardware, DNS, Customer Service, Windows 7, Administration, TCP/IP, AIX, Hardware, Red Hat Linux, Excel, Firewalls, Microsoft Excel, Windows Server, SQL, Network Security, Active Directory, Software Documentation, Databases, Software Installation, Servers, Apache, Data Center, Cisco Technologies, Disaster Recovery, Cisco IOS, Operating Systems, Networking, VMware, Network Administration, Technical Support, DHCP, Security, Windows XP, VPN, Virtualization, VMware ESX, System Deployment, Help Desk Support
Education
CompTia A+ Certification 2005 — 2005
A+ Certification, Computer Technician
State University of New York College at Oswego 1988 — 1996
Did not complete degree, Information Science
NEW YORK STATE REGENTS 1983 — 1984
Associate of Arts, General Studies
State Farm Insurance November 2004 - Present
MONY 2002 - 2004
MassMutual Financial Group January 2001 - January 2003
ING January 1998 - January 2001
Aetna Financial Services 1998 - 1999
Skills
Series 6, Fixed Annuities, Insurance, Retirement Planning, Series 63, Mutual Funds, Estate Planning, Series 7, Pensions, Investments, Disability Insurance, Whole Life, Term Life Insurance, Life Insurance, Universal Life, Sales Management, regional sales, property and casualty, Financial Services, Long-term Care, Property, Sales
Education
Albertus Magnus College 2001 — 2003
BS, Business Administration
Johnson & Wales University 1993 — 1995
AS, Business Administration
Northwest Catholic 1991 — 1992
High School, College Prep
AXA US June 2015 - Present
AXA US December 2007 - May 2015
MONY 2000 - 2007
MONY 1989 - 1999
Skills
Vendor Management, Procurement, Management, Negotiation, Purchasing, Sourcing, Facilities Management, Analysis, Process Improvement, Risk Management, Strategic Sourcing, Security, Outsourcing, Change Management, Business Analysis, Business Process..., Cross-functional Team..., Contract Negotiation, Financial Services, Project Management, Insurance
Education
Columbia College 2005 — 2006
B.S., Finance
Syracuse University 1986 — 1987
Law & Public Policy
Onondaga Community College 1983 — 1985
AAS, Business
Batterson Roses 1992 - Present
MONY December 1988 - January 2002
General Electric (GE) October 1984 - December 1988
Raytheon May 1978 - September 1984
Skills
Software Engineering, Software Development, Integration, Testing, Systems Engineering, System Architecture, Software Design, Embedded Systems
Education
Clarkson University 1974 — 1978
Bachelor's Degree, Mathematics and Computer Science
Lasalle High Niagara Falls NY
High School
Excelsior Search Partners July 2005 - Present
Connector2 January 2012 - Present
Stream Energy May 2013 - Present
4C Choices April 2012 - Present
August Group Advisors July 1994 - December 2009
Career Initiatives & Opportunities, LLC July 1997 - July 2005
MONY 1994 - 1997
Professional Support Inc 1982 - 1994
Skills
LinkedIn, Business Networking, Training, LinkedIn trainer, New Business Development, Social Media Marketing, Social Networking, Coaching, Social Media, Business Development, Public Speaking, Leadership, Career Counseling, Career Development, Professional Networking, Networking, Personal Branding, Interviews, Recruiting, Job Search, Entrepreneurship, College/Career Advisor, Executive Search, Job Search Coaching, Student Advisor, College Advisor, Job Coaching, Job Search Strategies, Career Exploration, Leadership Development, Career Management, Interview Preparation, Social Media Prospecting, Headhunting, Career Assessment, Personal Development, Professional Network, Student Counseling, Talent Acquisition, Career Development..., Job Search Coach, LinkedIn Training
Education
University of Rochester 1971 — 1975
Bachelors, Psychology
McQuaid Jesuit High School
AXA Advisors February 2009 - Present
ING Financial Partners March 2007 - December 2008
New York Life Insurance Company January 2003 - August 2006
MONY January 2000 - December 2002
Skills
Finance, Financial Services, Retirement Planning, Estate Planning, Retirement
Education
The American College 2001 — 2002
Master of Science (M.S.), Financial Planning and Services
Franklin University 1996 — 1998
Bachelor of Science (B.S.), Accounting
National Taipei University 1985 — 1989
Bachelor of Science (B.S.), Economics
Madison Financial Planning Group January 2001 - Present
The MONY Group August 1972 - May 1995
MONY 1972 - 1995
Skills
Retirement, Wealth Management, Strategic Financial..., Investments, Estate Planning, Investment Advisory, Fixed Annuities, Strategic Planning, Insurance, Leadership, Life Insurance, Mutual Funds, Retirement Planning, Business Owner Strategy, Business Benefits
Education
Hobart and William Smith Colleges 1968 — 1972
BA, Math
Ramblin Lamb - A Communications Service Company June 2008 - Present
Ramblin Lamb Wellness / www.BeWellBistro.com July 2011 - Present
Holistic Harmony: Solutions for Home Care April 1994 - February 2015
Boeing (contract) October 2003 - July 2008
CNC Global Consulting 2000 - 2001
Crane Aerospace & Electronics May 1997 - August 1998
Spacelabs Medical Inc February 1997 - June 1997
AT&T Wireless January 1995 - January 1996
MONY September 1992 - December 1994
Metagram America 1990 - 1992
Skills
Copywriting, Web Content, Content Development, Content Strategy, Content Management, Blogging, Marketing Copy, White Papers, Technical Writing, Writing, Photography, Email Marketing, Research, Web Design, Corporate Communications, SEO copywriting, Marketing, Project Management, Project Coordination, Social Media, Project Planning, PowerPoint, Strategic Communications, Training, Social Media Marketing, WordPress, Wellness Coaching, SharePoint, E-learning..., Case Studies, Information Mapping, Presentation Materials, Articulate Communicator, Account Management, Internal Communications, Training Guides, Instructional Writing, Preparation Of Proposals, Contract Negotiation, Purchasing, Business Management, Business Process, Leadership, Marketing Strategy, Management, Public Speaking, Social Networking, SEO, Editing, Marketing Communications
Education
Institute for Integrative Nutrition 2011 — 2012
Certification, Health and Nutrition Counseling
Bellevue College 2000 — 2001
Technical Communications, Professional, Technical, Business, and Scientific Writing
University of Washington 1987 — 1987
Certification, Training Project Management
Washington State University - College of Business and Economics 1975 — 1979
Bachelor of Arts, Hospitality Business Management
American Writers and Artists Institute
Sammamish
Cygnus Group September 2010 - Present
Lighthouse Group International October 2007 - May 2013
Perpetua Capital November 2008 - December 2012
Banc of America Securities 2003 - May 2009
New Equities, Division of Analysts International 2003 - May 2009
Banc of America Securities June 2001 - July 2003
MONY 2000 - 2001
Skills
Securitization, CMBS, ABS, Structured Products, Entrepreneurship, Residential Mortgages, Marketing, SQL, Capital Markets, Valuation, Structured Finance, Asset Management
Education
University of Alabama 1995 — 2000
Bachelor's degree, Corporate Finance, Economics, and French
Nationwide Financial 1992 - Present
mony 1979 - 1992
Manufacturers Hanover Trust 1978 - 1978
Skills
Series 63, Retirement Planning, Mutual Funds, Series 6, Variable Annuities, Investments, Retirement, Fixed Annuities, Securities, Financial Services, Asset Allocation, 401k, Insurance, Portfolio Management, IRAs, Strategic Financial..., Investment Strategies, Alternative Investments, FINRA, Fixed Income, Relationship Management, Bonds, Equities, Long-term Care, Retirement Plan..., Life & Health Insurance..., Pensions, Estate Planning, Financial Analysis, Defined Benefit, Qualified Retirement..., Asset Managment
Education
Queens College 1974 — 1978
ba, mathmatics
Covenant Asset Management April 2013 - Present
NYSSA September 2013 - January 2015
NYSSA June 2010 - January 2015
AEPG Wealth Strategies September 1999 - October 2012
Capital Builders 1995 - 1999
Amas Securities November 1993 - 1995
MONY 1988 - 1991
Education
University of California, Berkeley - Walter A. Haas School of Business 1991 — 1993
MBA, Finance
University of Pennsylvania 1984 — 1988
BS Economics, Finance
University of Pennsylvania - The Wharton School 1984 — 1988
BS Econ, Finance Multinational Management
Seton Hall Prep 1980 — 1984
Lockton Companies September 2015 - Present
USI Colorado December 2013 - Present
IMA, Inc. January 2010 - November 2013
Van Gilder Insurance Corporation January 1996 - January 2010
The Alliance October 1993 - January 1996
MONY 1987 - 1992
Skills
Employee Benefits, Benefits, Underwriting, Insurance, Health Insurance, Health Savings Accounts, Disability Insurance, Brokers, Sales, Commercial Insurance, Healthcare, Leadership, Health Care Reform, 401k, Account Management, Benefits Administration, COBRA, Claim, Life Insurance, Managed Care, Program Management, Reinsurance, Sales Management, Strategic Planning, Workers Compensation
Education
Alfred State College - SUNY College of Technology
Castle Rock Innovations, LLC June 2014 - Present
Brookhaven National Laboratory June 2014 - Present
Rapid Growth Consultants January 2014 - Present
Food Bank for Westchester December 1988 - Present
Transamerica Retirement Solutions November 2012 - June 2013
Diversified January 1994 - November 2012
MONY 1985 - December 1993
CITICORP INVESTMENT MANAGEMENT February 1984 - November 1985
Aetna Life & Casualty 1976 - 1984
Skills
Series 7, Series 63, Asset Management, Investments, Mutual Funds, 401k, Asset Allocation, Retirement, Pensions, Investment Advisory, Portfolio Management, Defined Benefit, Strategic Planning, Series 6, Employee Benefits, Public Speaking, New Business Development, Business Strategy, Marketing Strategy, Insurance, Equities, ERISA, Financial Services, Wealth Management, Asset Managment, Investment Strategies, Fixed Income, Strategic Financial..., Retirement Planning, Relationship Management, Alternative Investments, Securities, FINRA, Morningstar, Series 65, Retirement Plan..., Financial Advisory, Fixed Annuities, Investment Management, ETFs, Variable Annuities, Venture Capital, Wealth Management..., Sales Management, 403 b, Series 24, Hedge Funds, Institutional..., Profit Sharing, IRAs
Education
Fordham Gabelli School of Business 1980 — 1984
MBA, Finance
Fordham University 1972 — 1976
B.S., Marketing
Hoteles City Express September 2010 - June 2013
GE Capital Markets January 2008 - March 2009
GE October 2000 - March 2009
GE Capital October 2000 - March 2009
GE Commercial Finance October 2000 - March 2009
GE Energy Financial Services 2006 - 2008
GE Structured Finance Group 2000 - 2006
MONY January 1999 - August 2000
MBIA 1998 - 1999
CapMAC 1996 - 1998
Skills
Project Finance, Due Diligence, Structuring, Emerging Markets, Asset Management, Equities, Deal Structuring, Structured Finance, Private Equity, Credit Analysis, Financial Analysis, Investments, Credit Risk, Negotiation, Debt, Latin America, Leasing, Financial Structuring, Asset Managment, Financial Risk, Strategy, Finance, Fixed Income, Loans, Securitization, Economics, Analysis
Education
The Johns Hopkins University 1993 — 1995
MA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
MA
Hamilton College 1987 — 1991
BA
Academy of the Resurrection 1983 — 1987
High School
Cadaret Grant May 2001 - Present
MONY. 1982 - 1998
MONY. 1982 - 1998
Skills
Series 7, Investments, Mutual Funds, Securities, Retirement Planning, Series 63, Operations Management, IT Operations, Technology, Financial Services, Asset Management
Education
SUNY Brockport 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Columbia College (NY)
Business Administration and Management, General
ESPN September 2007 - Present
ESPN April 2001 - September 2007
Blaze Software 2000 - 2001
Platinum Technology 1995 - 1999
MONY 1993 - 1995
Skills
ILOG, Rules Engines, Optimization
Education
Syracuse University 1988 — 1992
BusinessOne Technologies December 2008 - Present
MMR 2010 - 2013
Reliant Pharmaceuticals January 2007 - September 2008
Phoenix Marketing Group February 1999 - June 2006
Express Scripts 2002 - 2006
American Home Products January 1997 - February 1999
Warner Lambert 1999 - 1999
Warner Lambert 1999 - 1999
MONY 1989 - 1996
Shared Medical Systems 1986 - 1989
Education
University of Scranton 1982 — 1986
BS
MONY May 1991 - January 2002
MONY Life Insurance 1991 - 2002
Skills
Training, Microsoft Office, Fitness, Customer Service, Coaching, Team Building, Nutrition
Education
State University of New York College at Oswego 1986 — 1990
Howard M. Rosenblatt, P.A. June 1985 - Present
The Florida Bar 2012 - Present
The MONY Group August 1970 - May 2005
MONY 1970 - 2005
Skills
Estate Planning, Elder Law, Probate, Retirement Planning, Retirement, Wealth, Asset Protection, Disability Insurance, Trusts, Long-term Care, 401k, Guardianship, Life Insurance, Insurance, Wills, Fixed Annuities, Estate Administration, Term Life Insurance, Wealth Management, Litigation, Powers of Attorney, Whole Life, Probation
Education
The American College 1983 — 1984
Chartered Financial Consultant, Financial Planning and Services
University of Florida - Fredric G. Levin College of Law 1977 — 1981
Juris Doctor, Law
The American College 1974 — 1977
Chartered Life Underwriter, Insurance
University of Florida 1965 — 1969
Bachelor of Arts in Education, History-English
MONY 1998 - 2004
Education
University of California, Santa Barbara 1984 — 1989
AXA Equitable July 2004 - Present
MONY 1994 - 2004
Skadden Arps 1988 - 1994
Skills
Intellectual Property, Corporate Law
Education
Harvard Law School 1985 — 1988
Riverdale Country School
Riverdale Country School
Riverdale Country School
Yale University
Bachelor's degree, French Language and Literature
Oracle Corporation August 1994 - October 2008
MONY March 1985 - June 1993
Skills
Management, Oracle Applications, Project Management, Requirements Analysis, Oracle, ERP, Enterprise Software, Cloud Computing, Business Process, Leadership, Outstanding people...
Education
Mercy College 1997 — 1999
Bachelor of Science (BS), Organizational Leadership
Fidelity Investments January 2007 - Present
Fidelity Investments June 2002 - January 2007
CardService Online 2001 - 2002
OneCore Financial 1999 - 2001
Fidelity Investments June 1994 - February 1999
Fidelity Investments Life Insurance Co. April 1990 - June 1994
MONY 1987 - 1990
Skills
Series 7, Series 6, Insurance, Annuities, Retirement Planning, Retirement, Certified Financial..., Series 63, Mutual Funds, Income Planning, Guaranteed Lifetime..., Life & Health Insurance..., Strategic Financial...
Education
College for Financial Planning
Hebron Academy
High School
Ohio Wesleyan University
BA, Economics Management
MONY 1980 - 1996
Skills
Insurance, Retirement, Retirement Planning, Life Insurance, Fixed Annuities, Strategic Financial..., Sales, Strategic Planning, Series 7, Long-term Care, Health Insurance, Mutual Funds, Wealth Management, Employee Benefits, Estate Planning, Investments, Customer Service, Term Life Insurance, Underwriting, Disability Insurance, Financial Services, Leadership
Education
Lafayette College 1973 — 1977
Lafayette College 1973 — 1977
Excellus BCBS DirectorExcellus BCBS2000 - 2008
BlueCross Blue Shield 1999 - 2000
MONY 1985 - 2000
AXA 1985 - 2000
Education
Onondaga Community College 1982 — 1984
Associates
Le Moyne College
AXA Equitable 2004 - Present
MONY 1988 - 2004
The MONY Group 2000 - 2002
HealthCare Data Systems June 1996 - October 1997
The MONY Group September 1988 - June 1996
Education
Colgate University 1983 — 1987
Syracuse University 1983 — 1987
Did not attend SU...just finding friends
Oneida Nation Gaming Commission July 2013 - Present
AXA Equitable 2006 - October 2012
MONY 1978 - July 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Enterprise Risk..., Accounting, Risk Assessment, Process Improvement, Business Process..., Vendor Management, SSAE 16, Life Insurance, Management Consulting, COSO, Risk Management, IT Audit, Financial Risk, Training Delivery, CISA, Sarbanes-Oxley, Insurance, Auditing, Financial Reporting, Leadership, Management, Financial Analysis, Fraud, Operational Risk..., SAS70, Financial Services, Governance, SEC filings, External Audit, GAAP, AML, Strategic Financial..., Corporate Governance, Finance, Certified Fraud Examiner, Due Diligence, Access Lists, Managerial Finance, Assurance, Financial Accounting, US GAAP, Investments, Operational Risk
Education
St. John's University 1973 — 1977
Bachelor of Science (B.S.), Accounting
Keuka College
Master of Science (M.S.), Management
FINRA October 2014 - Present
AXA Equitable July 2012 - October 2014
MorganStanleySmithBarney February 2010 - July 2011
US Trust 2004 - 2008
MONY 2000 - 2004
Prudential Insurance 1996 - 2000
Skills
Investments, Banking, Customer Service, Mutual Funds, Securities, Financial Services, Series 63, Asset Management, Fixed Income, Investment Advisory, FINRA, Equities, Wealth Management, Series 7, Capital Markets, Hedge Funds, Alternative Investments, AML, Asset Allocation, Trading, KYC
Education
Baruch College 1980 — 1984
BBA, Marketing Management
Dental Crafts Masters llc., 2011 - 2014
Dior Corp 2003 - 2006
Dior homme 2001 - 2002
Christian Dior Couture 2001 - 2002
Mony 2000 - 2002
Planet Earth Designs 1999 - 2001
Roc a fella Records 1998 - 2001
Skills
Fashion, Merchandising, Visual Merchandising, Styling, Retail, Luxury Goods, Event Planning, Apparel, Fashion Design, Public Relations, Event Management, Marketing, Store Management, Customer Service, Facebook, Social Media, Social Networking, Sales, Loss Prevention, Recruiting, Entertainment, Music, Fashion Shows, Retail Sales, Office Administration, Talent Acquisition, Brand Development, Photography, Publicity, Sourcing, Advertising, Social Media Marketing, Press Releases
Education
CUNY Bronx Community College
Business Administration and Management, General
Five Towns College
Music/Music Business
Monsignor Scanlan High School
High School
DaytrippersNY September 2012 - Present
The Talk Tutor August 2010 - Present
Fasttrak 2012 - 2013
Westchester Day School August 2006 - June 2008
Torah Academy August 2000 - June 2006
Dale Carnegie Company September 1995 - September 2001
MONY 1985 - 1988
Skills
Public Speaking, Personal Communications, Organizational..., Teaching, Tourism, Staff Development, Educational Leadership
Education
Kauffman Fasttrac 2012 — 2013
Entrepreneurship Certification
Cleveland State University 1976 — 1978
Master in Public Administration, Finance and Labor
Bowling Green State University 1970 — 1972
BA, English
Diversified Wealth Strategies, LLC October 2008 - Present
Seed Capital Fund of CNY, LLC 2007 - Present
RIK Associates Ltd. February 1986 - Present
AXA Advisors July 2005 - November 2008
Mony 1985 - 2005
Holly Construction April 1983 - June 1984
Tank Service, Inc. April 1977 - April 1983
Chicago Bridge and Iron Co. September 1974 - April 1977
State of New Hampshire, Construction Division October 1972 - September 1974
Skills
Estate Planning, Wealth Management, Strategic Financial..., Investments, Strategic Planning, Securities, Wealth Management..., Retirement Planning, Financial Services
Education
Clarkson University 1967 — 1972
BS, Civil Engineering
American College 1988 — 1991
MS, Financial Services
NCS 1956 — 1963
Protective Life October 2013 - Present
AXA Equitable June 2012 - Present
CSC 1997 - 2008
MONY 1984 - 1997
Skills
Change Management, Project Management, Software Deployment, System Deployment, Transition Management, PMO, Business Transformation, PMP, IT Strategy, CMMI, Project Portfolio..., Service Delivery, Service Management, IT Management, SDLC, ITIL, Program Management, Outsourcing, Metrics, Process Management
Education
State University of New York College at Plattsburgh 1979 — 1983
Bachelor of Arts (BA)
Robson Financial Legacies January 2006 - Present
Nationwide Financial Network January 2006 - December 2008
Jefferson Pilot Financial January 1996 - January 2007
MONY December 1984 - January 1996
Airborne Express November 1973 - December 1974
Education
University of Richmond 1965 — 1969
BA, Psychology, Political Science
AXA through Trigyn Data AnalystSeeking Employment as a Data AnalystSeptember 2013 - August 2014
St. Joseph Medical Center January 2013 - September 2013
ISSI Technology Professionals April 2010 - December 2012
Bank of New York 2003 - 2009
Mutual of New York 1974 - 2002
MONY 1974 - 2002
Skills
Data Modeling, SQL, SDLC, Business Analysis, Relational Databases, Erwin, Visio, COBOL, ETL, DB2, Requirements Gathering, Data Warehousing, Software Documentation, Data Analysis, Systems Analysis
Education
Clarkson University 1971 — 1973
MS, Math
Michigan State University 1968 — 1971
BS, Math
Channel 4 November 2004 - Present
Nash Management, Marketing and P.R. May 1998 - Present
The Driver Audio Magazine April 1994 - Present
MONY March 1993 - April 1994
Shapiro and Kreisman Law Fim March 1988 - January 1993
Skills
Social Media Marketing, Social Media, Social Networking, Digital Media, Entertainment, Marketing, Public Relations, Strategic Planning, Marketing Strategy, New Media, Sound, Public Speaking, Event Management, Online Marketing, Radio, Facebook
Education
Rose State College 1980 — 1983
Associate's degree, Radio and Television Marketing
Dassault Falcon Jet May 2012 - Present
Dassault Falcon Jet July 2008 - July 2012
Schindler Elevator Corporation February 2000 - June 2008
Schindler Elevator 2001 - 2008
The MONY Group July 1987 - February 2000
mony 1986 - 2000
mony 1986 - 2000
Unified Data Products 1986 - 1987
Skills
Financial Reporting, Strategic Planning, Budgets, Finance, Management, Accounting, Process Improvement, Financial Analysis, Corporate Finance, Financial Accounting, Internal Controls, Cost Accounting, SAP, Lotus Notes, Microsoft Excel, Forecasting, Variance Analysis, Operations Management
Education
Montclair State University 1979 — 1983
BS, Accounting
Memorial School
Memorial School
Ridgefield Park High School
AXA Equitable July 2004 - Present
MONY June 1987 - July 2004
Skills
Actuarial Science, Fixed Annuities, Life Insurance, Solvency II, ALM, Insurance, Enterprise Risk...
Education
University of Pennsylvania 1983 — 1987
BA, Math
Yeshiva University High School 1981 — 1983
Financial Initiatives AVP MarketingGroupWorks.com1999 - 2000
MONY 1978 - 2000
The Mutual Life Insurance Company of New York 1978 - 1999
Skills
Investments, Market Development, Marketing, Retirement Planning, Series 7, Strategic Planning, Entrepreneurship, Portfolio Management, Public Speaking
Education
Purdue University 1967 — 1969
Bachelor of Arts (B.A.), Political Science
Solu Technology Partners May 2010 - Present
CNYEGA January 2000 - March 2010
AXA Equitable (former Mutual Of New York Insurance Co January 2005 - June 2009
MONY January 1997 - January 2005
Computer Science Corporation January 1995 - January 1997
Mutual Of New York Insurance Co January 1978 - January 1995
LeMoyne College September 1974 - May 1978
Skills
SDLC, COBOL, DB2, Visio, SQL, Microsoft SQL Server, JCL, XML, HTML, Testing, User Acceptance Testing, Programming, Systems Analysis, Databases, Vendor Management, Requirements Analysis, Business Analysis
Education
Le Moyne College
BA, Mathematics - Computer Science
Life Office Management Association, Inc
Certificate, Fellow of Life Management Institute
Syracuse University
Certificate, Center for Business Information Technologies, IT Computer Training at Syracuse University, NY.
Farmers Insurance November 2012 - Present
TD Ameritrade April 2010 - June 2012
TD Wealth Management Services Inc. April 2008 - April 2010
Bancnorth Investment Group March 2008 - April 2010
New York Life Insurance Company April 2006 - April 2008
New York Life New York Life March 2006 - March 2008
JP Financial January 2002 - March 2006
MONY December 1999 - January 2002
Mony Group January 1999 - January 2002
David Lerner Associates, inc. 1998 - 1998
Skills
Annuities, Bonds, Securities, Asset, Investment Products, Series 7, Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Investments, Asset Management, Investment Advisory, Portfolio Management, Insurance, 401k, Financial Analysis, Pensions, Retirement, Investment Strategies, Fixed Income, Banking, Long Term Care, Risk Management, Wealth, IRA's, Alternative Investments, Financial Planning, Equities, Insurance Planning, Brokerage, Estate Planning, Due Diligence, Small Business, Options, Series 65, Financial Advisory, ETFs, Financial Markets, Trading
Education
Ramapo College of New Jersey 1997 — 1998
BS, Finance
Rutgers Business School 1995 — 1997
BS, Finance
Bergen Community College 1992 — 1994
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
RAC Benefit Consulting Assistant Director of Group PensionsThe MONY Group1969 - 1983
MONY 1969 - 1983
Education
Georgia Institute of Technology 1963 — 1968
Math
N. Miami Sr. High 1961 — 1963
Math
CAI September 2008 - April 2015
JPMorgan Chase 2003 - 2008
MONY 1997 - 2002
Skills
Visio, SQL, SDLC, Requirements Analysis, Process Improvement, Business Analysis, COBOL, Systems Analysis, Networking, Integration, Testing, Software Development, DB2, Disaster Recovery
Education
Cayuga County Community College
Associate’s Degree, Information Technology, 3.85
Syracuse University
CBIT Certification, Client Server Technology, A
Sensis Corporation March 2003 - Present
MONY 2002 - February 2003
navisite 2000 - 2002
AppliedTheory 2000 - 2002
United Technologies Carrier Corporation June 1994 - July 2000
Skills
Cross-functional Team..., Project Management, Airports, Testing, Budgets, Program Management, Radar, Business Process, Team Building, Contract Negotiation, Earned Value Management, Systems Engineering, Aerospace, Requirements Management, Microsoft Project, MS Project
Education
Le Moyne College 1997 — 1998
MBA
Syracuse University 1993 — 1995
BS, School of Management Finance
AXA July 2005 - Present
MONY January 1999 - June 2005
Skills
Business Requirements, Requirements Gathering, Business Analysis, User Acceptance Testing
Education
Baruch College 2002 — 2007
Bachelor's Degree, Computer Information Systems, 3.8
Prudential Retirement August 2012 - Present
New York Life Insurance Company April 2012 - August 2012
New York Life Insurance Company December 2007 - March 2012
New York Life Insurance Company May 2005 - December 2007
Borough of Bogota 2006 - 2007
New York Life Insurance Company December 2000 - April 2005
New York Life Insurance Company October 1993 - December 2000
New York Life Insurance Company April 1992 - October 1993
MONY June 1982 - April 1992
Skills
ALM, Insurance, Financial Analysis, Investments, Enterprise Risk Analyst, Actuarial Science, Financial Modeling, Fixed Annuities, Pricing, Mutual Funds, Variable Annuities
Education
Brown University 1979 — 1982
B.A., Economics
West Essex High School 1975 — 1979
The Viking Agency, Inc 1983 - Present
MONY 1981 - 1982
East Meadow School District 1964 - 1967
Skills
Insurance, Customer Service, Coaching, Customer Satisfaction, Public Speaking, Commercial Insurance, Strategic Planning, Management Consulting, Marketing Strategy, Team Building, Leadership Development, New Business Development, Sales, Leadership, Negotiation, Property & Casualty..., Marketing, Long-term Care, Business Planning, Employee Benefits, Umbrella Insurance, Account Management, Term Life Insurance, Professional Liability, Casualty, Life Insurance, Fixed Annuities, Disability Insurance, Licensed Life & Health..., Health Insurance, Group Insurance
Education
Bucknell University 1959 — 1963
Bachelor of Arts (BA), Psychology
Penn Mutual January 2002 - Present
provident mutual March 1989 - January 2002
mony April 1981 - March 1989
Skills
Investments, Insurance, Universal Life, Life Insurance, IRAs, Fixed Annuities, Estate Planning
Education
beckley college 1966 — 1968
Montclair State University