Mutual of America
Description
The Mutual of America Life Insurance Company, also referred to as Mutual of America, is a Fortune 1000 mutual company based in Manhattan, New York City. Founded in 1945, it is ranked on the Forbes 500 list as the tenth-largest mutual life insurance company in the United States. Headquarters: New York City, New York, United States CEO: John R. Greed (1 Apr 2016–) Founded: 1945 Subsidiaries: Mutual of America Capital Management LLC, Type of business: Mutual organization
Mutual of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Mutual of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Mutual of America Employees
Employee
Years
Job
Industry
Mark Saye Mark Saye's Mutual of America Experience December 1999 - March 2004
Job Regional Director, Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors March 2004 - Present
Mutual of America December 1999 - March 2004
Champs Sports June 1994 - November 1999
Chili's Grill & Bar 1985 - 1989
Skills
Series 6, Series 7, Series 24, Series 26, Series 63, Series 66, Mutual Funds, Defined Benefit, Pensions, Asset Allocation, Investments, Investment Advisory, Retirement Plan..., Securities, Insurance, Employee Benefits, ERISA, IRAs, Wealth Management
Education
LaGrange College 1990 — 1994
BBA, Management
Lincoln Financial Advisors March 2004 - Present
Mutual of America December 1999 - March 2004
Champs Sports June 1994 - November 1999
Chili's Grill & Bar 1985 - 1989
Skills
Series 6, Series 7, Series 24, Series 26, Series 63, Series 66, Mutual Funds, Defined Benefit, Pensions, Asset Allocation, Investments, Investment Advisory, Retirement Plan..., Securities, Insurance, Employee Benefits, ERISA, IRAs, Wealth Management
Education
LaGrange College 1990 — 1994
BBA, Management
Virginia Kwiatkoski Virginia Kwiatkoski's Mutual of America Experience March 2007 - March 2012
Job Independent Financial Services Professional
Industry Financial Services
Experience
Independent March 2012 - Present
Mutual of America March 2007 - March 2012
Mutual of America October 2005 - March 2007
First Empire September 2003 - September 2005
MassMutual Financial Group February 2002 - August 2003
Deutsche Bank January 2000 - May 2001
Deutsche Bank May 1997 - December 1999
PaineWebber July 1995 - April 1997
Paine Webber June 1994 - July 1995
Paine Webber April 1989 - June 1994
Skills
Strategic Financial..., Investments, Certified Financial..., Bonds, Asset Management, Finance, Equities, Fixed Income
Education
Hofstra University 1982 — 1986
Bachelor of Business Administration (BBA), International Business
Independent March 2012 - Present
Mutual of America March 2007 - March 2012
Mutual of America October 2005 - March 2007
First Empire September 2003 - September 2005
MassMutual Financial Group February 2002 - August 2003
Deutsche Bank January 2000 - May 2001
Deutsche Bank May 1997 - December 1999
PaineWebber July 1995 - April 1997
Paine Webber June 1994 - July 1995
Paine Webber April 1989 - June 1994
Skills
Strategic Financial..., Investments, Certified Financial..., Bonds, Asset Management, Finance, Equities, Fixed Income
Education
Hofstra University 1982 — 1986
Bachelor of Business Administration (BBA), International Business
Sunitha Babu Sunitha Babu's Mutual of America Experience July 2014 - Present
Job Senior .Net Developer
Industry Information Technology and Services
Experience
Mutual of America July 2014 - Present
Systemax November 2011 - July 2014
Erie Insurance Group November 2010 - November 2011
Systemax February 2010 - November 2010
Broker Dealer Solutions, Inc June 2009 - February 2010
My Car Solutions Inc (The Dolce Group Worldwide) April 2009 - June 2009
METASUN Telecom Pvt. Ltd. April 2006 - December 2006
Skills
ASP.NET MVC, LINQ, C#, jQuery, ASP.NET, .NET, Microsoft SQL Server, JavaScript, VB.NET, Web Development, Web Applications, ADO.NET, MVC, ASP.NET AJAX, Databases, XML, Web Services, Entity Framework, AJAX, Visual Studio, IIS, WinForms, Test Driven Development, NUnit, BDD, HTML, Scrum, NHibernate, Crystal Reports, Unit Testing, ReSharper, Git, VSS, Pair Programming, Telerik, Design Patterns, XSLT, Refactoring, Continuous Integration, CSS, JSON, Agile Methodologies, Visual C#, JBoss, TDD, Agile, SQL Server, Kendo, Bootstrapping, TFS
Education
SUNY New Paltz 2007 — 2008
Masters, Electrical and Computers
Jawaharlal Nehru Technological University 2002 — 2006
BTech(Bachelor), Electrical and Electronics
Mutual of America July 2014 - Present
Systemax November 2011 - July 2014
Erie Insurance Group November 2010 - November 2011
Systemax February 2010 - November 2010
Broker Dealer Solutions, Inc June 2009 - February 2010
My Car Solutions Inc (The Dolce Group Worldwide) April 2009 - June 2009
METASUN Telecom Pvt. Ltd. April 2006 - December 2006
Skills
ASP.NET MVC, LINQ, C#, jQuery, ASP.NET, .NET, Microsoft SQL Server, JavaScript, VB.NET, Web Development, Web Applications, ADO.NET, MVC, ASP.NET AJAX, Databases, XML, Web Services, Entity Framework, AJAX, Visual Studio, IIS, WinForms, Test Driven Development, NUnit, BDD, HTML, Scrum, NHibernate, Crystal Reports, Unit Testing, ReSharper, Git, VSS, Pair Programming, Telerik, Design Patterns, XSLT, Refactoring, Continuous Integration, CSS, JSON, Agile Methodologies, Visual C#, JBoss, TDD, Agile, SQL Server, Kendo, Bootstrapping, TFS
Education
SUNY New Paltz 2007 — 2008
Masters, Electrical and Computers
Jawaharlal Nehru Technological University 2002 — 2006
BTech(Bachelor), Electrical and Electronics
Noreen Santos Noreen Santos's Mutual of America Experience February 1986 - March 1986
Job Pastor at The Presbyterian Church of the Redeemer of East Brooklyn
Industry Religious Institutions
Experience
The Presbyterian Church of the Redeemer of East Brooklyn July 2001 - Present
Risk Enterprise Management April 1986 - June 1999
Mutual of America February 1986 - March 1986
ATT June 1984 - February 1986
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Music, Teaching, Preaching, Fundraising, Nonprofits, Pastoral Care
Education
Princeton Theological Seminary 1999 — 2002
Master of Divinity (M.Div.)
Manhattan College 1980 — 1984
Bachelor of Science (BS), Business Admininstration ( Computer Information Systems)
The Presbyterian Church of the Redeemer of East Brooklyn July 2001 - Present
Risk Enterprise Management April 1986 - June 1999
Mutual of America February 1986 - March 1986
ATT June 1984 - February 1986
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Music, Teaching, Preaching, Fundraising, Nonprofits, Pastoral Care
Education
Princeton Theological Seminary 1999 — 2002
Master of Divinity (M.Div.)
Manhattan College 1980 — 1984
Bachelor of Science (BS), Business Admininstration ( Computer Information Systems)
Donald Hennington Donald Hennington's Mutual of America Experience June 2006 - July 2012
Job Chief Operating Officer
Industry Government Administration
Experience
State of Arizona July 2012 - Present
Mutual of America June 2006 - July 2012
IBM December 1973 - December 2004
IBM 2003 - 2004
Skills
SDLC, Business Analysis, Requirements Analysis, Project Management, System Architecture, Software Project..., Security Management, Strategic Planning, Program Management, IT Management, Vendor Management, Disaster Recovery, Process Improvement, Business Process..., Change Management, Risk Management, Government, Visio, Business Intelligence, Cross-functional Team..., Analysis, IT Strategy, PMO, Outsourcing, Management, Leadership, Integration, Data Center, Software Development, Project Portfolio..., Enterprise Architecture, Cloud Computing, Governance, PMP, SharePoint, Strategy, Customer Service
Education
Mt. Olive College 2001 — 2003
Bachelor of Science (BS), Organizational Development
Middlesex Community College 1981 — 1983
Associate of Science (AS), Information Technology Project Management
University of Rochester 1967 — 1971
State of Arizona July 2012 - Present
Mutual of America June 2006 - July 2012
IBM December 1973 - December 2004
IBM 2003 - 2004
Skills
SDLC, Business Analysis, Requirements Analysis, Project Management, System Architecture, Software Project..., Security Management, Strategic Planning, Program Management, IT Management, Vendor Management, Disaster Recovery, Process Improvement, Business Process..., Change Management, Risk Management, Government, Visio, Business Intelligence, Cross-functional Team..., Analysis, IT Strategy, PMO, Outsourcing, Management, Leadership, Integration, Data Center, Software Development, Project Portfolio..., Enterprise Architecture, Cloud Computing, Governance, PMP, SharePoint, Strategy, Customer Service
Education
Mt. Olive College 2001 — 2003
Bachelor of Science (BS), Organizational Development
Middlesex Community College 1981 — 1983
Associate of Science (AS), Information Technology Project Management
University of Rochester 1967 — 1971
Lisa Loughry Lisa Loughry's Mutual of America Experience December 2014 - Present
Job Group Account RepresentativeMutual of America
Industry Financial Services
Experience
Mutual of America December 2014 - Present
Nationwide Insurance March 2012 - December 2014
FirstMerit Bank September 2008 - February 2012
Mosley Building Corporation March 2006 - November 2007
Skills
Goal Oriented, Persuasive Presentation..., great listener, Team Leadership, Highly motivated..., Mutual Funds, Fixed Annuities
Education
Malone College
Bachelor of Arts (B.A.), Business Administration and Management, General
Ravenna High School
Mutual of America December 2014 - Present
Nationwide Insurance March 2012 - December 2014
FirstMerit Bank September 2008 - February 2012
Mosley Building Corporation March 2006 - November 2007
Skills
Goal Oriented, Persuasive Presentation..., great listener, Team Leadership, Highly motivated..., Mutual Funds, Fixed Annuities
Education
Malone College
Bachelor of Arts (B.A.), Business Administration and Management, General
Ravenna High School
Julie Richmond's Mutual of America Experience 2012 - 2014
Job Regional Vice President at Symetra
Industry Financial Services
Experience
Symetra 2014 - Present
Mutual of America 2012 - 2014
Forethought Financial Services, Inc. 2010 - 2012
Transamerica 2006 - 2010
AIG Annuity 2002 - 2006
US Bank 2001 - 2002
Westpac 1998 - 2000
Education
Kansas State University
Bachelor of Science (B.S.), Consumer Economics
Symetra 2014 - Present
Mutual of America 2012 - 2014
Forethought Financial Services, Inc. 2010 - 2012
Transamerica 2006 - 2010
AIG Annuity 2002 - 2006
US Bank 2001 - 2002
Westpac 1998 - 2000
Education
Kansas State University
Bachelor of Science (B.S.), Consumer Economics
David Caporali's Mutual of America Experience November 2000 - January 2013
Job Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors February 2013 - Present
Mutual of America November 2000 - January 2013
Skills
Strategic Financial..., Retirement Planning, Business Planning, Wealth Preservation..., Wealth Management..., Risk Management..., Long Term Care Planning, Employee Benefit...
Education
Florida State University 1977 — 1982
Bachelor of Science (BS), Management
AXA Advisors February 2013 - Present
Mutual of America November 2000 - January 2013
Skills
Strategic Financial..., Retirement Planning, Business Planning, Wealth Preservation..., Wealth Management..., Risk Management..., Long Term Care Planning, Employee Benefit...
Education
Florida State University 1977 — 1982
Bachelor of Science (BS), Management
Jennifer Furnari Jennifer Furnari's Mutual of America Experience July 2006 - Present
Job Executive Assistant at Mutual of America
Industry Insurance
Experience
Mutual of America July 2006 - Present
Mutual of America July 2006 - 2008
MAC Cosmetics May 2003 - April 2005
Skills
Office Administration, Office Management, Customer Service, Outlook, Access, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Entry, Retail, Makeup Artistry, Fashion Illustration
Education
Fashion Institute of Technology 2012 — 2012
Fashion Illustration
Laboratory institute of merchandising
Fashion marketing
Mutual of America July 2006 - Present
Mutual of America July 2006 - 2008
MAC Cosmetics May 2003 - April 2005
Skills
Office Administration, Office Management, Customer Service, Outlook, Access, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Entry, Retail, Makeup Artistry, Fashion Illustration
Education
Fashion Institute of Technology 2012 — 2012
Fashion Illustration
Laboratory institute of merchandising
Fashion marketing
James Welsh's Mutual of America Experience August 2012 - January 2014
Job Commercial Insurance Broker at USI
Industry Financial Services
Experience
USI Insurance Services July 2015 - Present
SterlingRisk February 2014 - May 2015
Mutual of America August 2012 - January 2014
RBC June 2010 - August 2010
Acquavella Galleries June 2009 - August 2009
Skills
Mutual Funds, Investments, Series 6, Insurance, Public Relations, Portfolio Management, Investment Strategies, Financial Markets, Financial Analysis, Asset Allocation, Equity Research, Retirement Planning, Fixed Income, Financial Modeling
Education
Marist College 2006 — 2011
Bachelor's degree, Finance
Portledge Prep 2002 — 2006
USI Insurance Services July 2015 - Present
SterlingRisk February 2014 - May 2015
Mutual of America August 2012 - January 2014
RBC June 2010 - August 2010
Acquavella Galleries June 2009 - August 2009
Skills
Mutual Funds, Investments, Series 6, Insurance, Public Relations, Portfolio Management, Investment Strategies, Financial Markets, Financial Analysis, Asset Allocation, Equity Research, Retirement Planning, Fixed Income, Financial Modeling
Education
Marist College 2006 — 2011
Bachelor's degree, Finance
Portledge Prep 2002 — 2006
Tom O'Mahony, CFA Tom O'Mahony, CFA's Mutual of America Experience October 2005 - July 2007
Job Portfolio Manager/Vice President
Industry Investment Management
Experience
US TRUST, BANK OF AMERICA PRIVATE WEALTH MANAGEMENT August 2007 - Present
Mutual of America October 2005 - July 2007
Fidelity Investments June 1995 - September 2005
Skills
Asset Management, Estate Planning, Retirement, Investments, Mutual Funds, Retirement Planning, Wealth Management, Trusts, Financial Planning, Investment Strategies, Portfolio Management, Equities, Fixed Income, Asset Allocation, Investment Advisory, Series 7, Alternative Investments, Bonds, Securities, 401k, Financial Analysis, High Net Worth..., Wealth, Private Equity, Asset Managment, Financial Forecasting, Brokerage
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Masters of Business Administration; Finance
Limerick Institute of Technology 1988 — 1992
Bachelor of Business Administration, Bachelor of Business Administration; International Marketing
US TRUST, BANK OF AMERICA PRIVATE WEALTH MANAGEMENT August 2007 - Present
Mutual of America October 2005 - July 2007
Fidelity Investments June 1995 - September 2005
Skills
Asset Management, Estate Planning, Retirement, Investments, Mutual Funds, Retirement Planning, Wealth Management, Trusts, Financial Planning, Investment Strategies, Portfolio Management, Equities, Fixed Income, Asset Allocation, Investment Advisory, Series 7, Alternative Investments, Bonds, Securities, 401k, Financial Analysis, High Net Worth..., Wealth, Private Equity, Asset Managment, Financial Forecasting, Brokerage
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Masters of Business Administration; Finance
Limerick Institute of Technology 1988 — 1992
Bachelor of Business Administration, Bachelor of Business Administration; International Marketing
Matt Saidman Matt Saidman's Mutual of America Experience September 2014 - Present
Job Associate Executive Group Accounts Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America September 2014 - Present
Long Island Based Magazine October 2013 - Present
USA Hockey 1996 - Present
Skills
Wealth Management, Life Insurance, Disability Insurance, Retirement Planning, Strategic Financial..., Asset Management
Education
Hofstra University 2004 — 2008
Bachelor's degree, Accounting
Mutual of America September 2014 - Present
Long Island Based Magazine October 2013 - Present
USA Hockey 1996 - Present
Skills
Wealth Management, Life Insurance, Disability Insurance, Retirement Planning, Strategic Financial..., Asset Management
Education
Hofstra University 2004 — 2008
Bachelor's degree, Accounting
Regina Tsai Regina Tsai's Mutual of America Experience March 2007 - November 2013
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA December 2013 - Present
Mutual of America March 2007 - November 2013
Financially Fair Divorce, LLC June 2004 - February 2007
Legg Mason Wood Walker June 2003 - July 2004
Education
Georgetown University 2001 — 2003
University of Florida 1997 — 2001
USAA December 2013 - Present
Mutual of America March 2007 - November 2013
Financially Fair Divorce, LLC June 2004 - February 2007
Legg Mason Wood Walker June 2003 - July 2004
Education
Georgetown University 2001 — 2003
University of Florida 1997 — 2001
Morgan Pace, CRPS®'s Mutual of America Experience August 2013 - Present
Job Group Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America August 2013 - Present
Paychex April 2013 - July 2013
S&W WholesaleBaton Rouge, Prairieville March 2012 - March 2013
Capitol City Produce June 2011 - March 2012
AT&T Wireless March 2007 - July 2008
Skills
Account Management, Sales, Management, Training, Sales Operations, Retirement Planning, Retirement Benefits, Retirement Plan..., Flexible Spending..., Enrollment Services, 401k, Roth IRA, Safe Harbor, Traditional IRA, Customer Service, Cold Calling, Employee Benefits, Strategic Planning
Education
Louisiana State University 2006 — 2010
Bachelor of Science (BS), Agricultural Business and Management
Plano Senior High School
Mutual of America August 2013 - Present
Paychex April 2013 - July 2013
S&W WholesaleBaton Rouge, Prairieville March 2012 - March 2013
Capitol City Produce June 2011 - March 2012
AT&T Wireless March 2007 - July 2008
Skills
Account Management, Sales, Management, Training, Sales Operations, Retirement Planning, Retirement Benefits, Retirement Plan..., Flexible Spending..., Enrollment Services, 401k, Roth IRA, Safe Harbor, Traditional IRA, Customer Service, Cold Calling, Employee Benefits, Strategic Planning
Education
Louisiana State University 2006 — 2010
Bachelor of Science (BS), Agricultural Business and Management
Plano Senior High School
Kevin Hough Kevin Hough's Mutual of America Experience November 2012 - Present
Job Consultant at Mutual of America
Industry Investment Management
Experience
Mutual of America November 2012 - Present
State Farm November 2004 - November 2012
Statefarm insurance November 2008 - July 2012
Skills
Life Insurance, Strategic Planning, Recruiting, Public Speaking, Microsoft Excel, New Business Development, Business Strategy, Customer Service, Team Building, Marketing Strategy, Leadership
Education
State University of New York at Buffalo 2002 — 2004
Bachelor's degree, Business Administration and Management, General
Guilford Technical Community College 1999 — 2002
Associate's degree, Business Administration and Management, General
Mutual of America November 2012 - Present
State Farm November 2004 - November 2012
Statefarm insurance November 2008 - July 2012
Skills
Life Insurance, Strategic Planning, Recruiting, Public Speaking, Microsoft Excel, New Business Development, Business Strategy, Customer Service, Team Building, Marketing Strategy, Leadership
Education
State University of New York at Buffalo 2002 — 2004
Bachelor's degree, Business Administration and Management, General
Guilford Technical Community College 1999 — 2002
Associate's degree, Business Administration and Management, General
William Givens's Mutual of America Experience April 2014 - Present
Job Senior Correspondent at Mutual of America
Industry Insurance
Experience
Mutual of America April 2014 - Present
Mutual of America September 2012 - April 2014
Students In Free Enterprise March 2010 - May 2012
Meals on Wheels January 2012 - April 2012
Flagler College August 2011 - April 2012
Mutual of America May 2011 - July 2011
Skills
Teamwork, Editing, Microsoft Office, Advertising, Customer Service, Video, Production, Final Cut Pro, Video Production, Proofreading, Community Outreach, Public Speaking, Media Relations, Excel, Non-profits, Youth Mentoring, Copywriting, Organizing, Prioritization, Collaborative Working, Marketing, Facebook, Storytelling, Organization &..., InDesign, Time Management, Social Networking, Nonprofits, Collaborative..., Research, Photography, Event Planning, Microsoft Excel, Adobe Creative Suite, Photoshop, Marketing Communications, Leadership, Public Relations
Education
Flagler College 2008 — 2012
Bachelors, Communication
Mutual of America April 2014 - Present
Mutual of America September 2012 - April 2014
Students In Free Enterprise March 2010 - May 2012
Meals on Wheels January 2012 - April 2012
Flagler College August 2011 - April 2012
Mutual of America May 2011 - July 2011
Skills
Teamwork, Editing, Microsoft Office, Advertising, Customer Service, Video, Production, Final Cut Pro, Video Production, Proofreading, Community Outreach, Public Speaking, Media Relations, Excel, Non-profits, Youth Mentoring, Copywriting, Organizing, Prioritization, Collaborative Working, Marketing, Facebook, Storytelling, Organization &..., InDesign, Time Management, Social Networking, Nonprofits, Collaborative..., Research, Photography, Event Planning, Microsoft Excel, Adobe Creative Suite, Photoshop, Marketing Communications, Leadership, Public Relations
Education
Flagler College 2008 — 2012
Bachelors, Communication
Ryan Gill, ChFC, CLU, CRPS's Mutual of America Experience May 2009 - Present
Job Participant Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America May 2009 - Present
Edward Jones April 2008 - May 2009
Edward Jones January 2006 - April 2008
Edward Jones September 2001 - December 2005
Skills
Series 7, Series 63, Process Improvement, Strategic Planning, Project Management, Change Management, Microsoft Office, Public Speaking, Financial Education, CLU, ChFC, CRPS, Estate Planning, Asset Management, Retirement Planning, Roth IRA, Retirement, Finance
Education
Saint Louis University 1999 — 2001
Bachelor of Science (B.S.), Marketing
Illinois State University 1997 — 1998
Bachelor of Science (B.S.), Marketing
O'Fallon Township High School
Mutual of America May 2009 - Present
Edward Jones April 2008 - May 2009
Edward Jones January 2006 - April 2008
Edward Jones September 2001 - December 2005
Skills
Series 7, Series 63, Process Improvement, Strategic Planning, Project Management, Change Management, Microsoft Office, Public Speaking, Financial Education, CLU, ChFC, CRPS, Estate Planning, Asset Management, Retirement Planning, Roth IRA, Retirement, Finance
Education
Saint Louis University 1999 — 2001
Bachelor of Science (B.S.), Marketing
Illinois State University 1997 — 1998
Bachelor of Science (B.S.), Marketing
O'Fallon Township High School
Peter Taraskevich Peter Taraskevich's Mutual of America Experience March 2015 - Present
Job Software Engineer at Mutual of America
Industry Information Technology and Services
Experience
Mutual of America March 2015 - Present
FirstService Residential Florida September 2014 - March 2015
Cendyn July 2013 - September 2014
Insight Design Studios April 2010 - May 2013
Best Buy January 2006 - November 2010
Skills
C#, C/C++, SQL, HTML 5, JavaScript, .NET, ASP.NET MVC, ORM Tools, Web Development, ASP, Microsoft SQL Server, PHP, XML, HTML, jQuery, C++, AJAX, HTML5, CSS, LINQ, Web Services, ASP.NET
Education
Florida Atlantic University 2010 — 2013
Bachelor's degree, Computer Science
Mutual of America March 2015 - Present
FirstService Residential Florida September 2014 - March 2015
Cendyn July 2013 - September 2014
Insight Design Studios April 2010 - May 2013
Best Buy January 2006 - November 2010
Skills
C#, C/C++, SQL, HTML 5, JavaScript, .NET, ASP.NET MVC, ORM Tools, Web Development, ASP, Microsoft SQL Server, PHP, XML, HTML, jQuery, C++, AJAX, HTML5, CSS, LINQ, Web Services, ASP.NET
Education
Florida Atlantic University 2010 — 2013
Bachelor's degree, Computer Science
Brad Ackerman's Mutual of America Experience 1990 - 1998
Job Sales at Lennar at Twin Eagles
Industry Real Estate
Experience
Lennar 2012 - Present
WCI Communities March 2005 - August 2007
BenefitOne of America 2000 - 2004
VALIC 1998 - 1999
Mutual of America 1990 - 1998
Skills
Sales, Real Estate, Customer Service, Negotiation, Contract Negotiation, Marketing, Residential Homes, Investment Properties, Sellers, First Time Home Buyers, Real Estate Transactions, Team Building, Sales Management, Construction
Education
University of Pennsylvania - The Wharton School 1991 — 1996
CEBS Designations: Retirement Plans Associate and Group Benefits Associate
Greenville College 1979 — 1983
Bachelor's degree
Lennar 2012 - Present
WCI Communities March 2005 - August 2007
BenefitOne of America 2000 - 2004
VALIC 1998 - 1999
Mutual of America 1990 - 1998
Skills
Sales, Real Estate, Customer Service, Negotiation, Contract Negotiation, Marketing, Residential Homes, Investment Properties, Sellers, First Time Home Buyers, Real Estate Transactions, Team Building, Sales Management, Construction
Education
University of Pennsylvania - The Wharton School 1991 — 1996
CEBS Designations: Retirement Plans Associate and Group Benefits Associate
Greenville College 1979 — 1983
Bachelor's degree
Jo Ann Bule Jo Ann Bule's Mutual of America Experience May 2015 - Present
Job Retired Vice President/Service Manager at Mutual of America
Industry Financial Services
Experience
Mutual of America May 2015 - Present
Mutual of America March 2005 - April 2015
Mutual of America September 1982 - April 2015
Skills
Series 63, Mutual Funds, Series 6, Employee Benefits, Series 7, 401k, Management, Retirement Planning, Retirement, Fixed Annuities, Asset Allocation, Wealth Management, FINRA, Investments, ERISA, Nonprofits
Education
Marist College 1978 — 1982
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Marist College
Bachelor of Science (BS), Business Administration and Management, General
Mutual of America May 2015 - Present
Mutual of America March 2005 - April 2015
Mutual of America September 1982 - April 2015
Skills
Series 63, Mutual Funds, Series 6, Employee Benefits, Series 7, 401k, Management, Retirement Planning, Retirement, Fixed Annuities, Asset Allocation, Wealth Management, FINRA, Investments, ERISA, Nonprofits
Education
Marist College 1978 — 1982
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Marist College
Bachelor of Science (BS), Business Administration and Management, General
Jack Polak Jack Polak's Mutual of America Experience June 2014 - August 2014
Job GWIM Finance Analyst, Morgan Stanley
Industry Accounting
Experience
Mutual of America June 2014 - August 2014
Siller & Cohen Family Wealth Advisors January 2014 - May 2014
Wequassett Resort and Golf Club May 2013 - August 2013
Springfield Country Club August 2008 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Teamwork, Business Development, Public Speaking, Business Statistics, Finance, Windows, Research, Management, Social Networking, Leadership, OS X, Corporate Finance, American History, Resorts, Event Planning, Time Management, Customer Service, SPSS, VBA
Education
Manhattanville College 2011 — 2015
Bachelor’s Degree, Finance, General
Longmeadow High School 2007 — 2011
High School
Mutual of America June 2014 - August 2014
Siller & Cohen Family Wealth Advisors January 2014 - May 2014
Wequassett Resort and Golf Club May 2013 - August 2013
Springfield Country Club August 2008 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Teamwork, Business Development, Public Speaking, Business Statistics, Finance, Windows, Research, Management, Social Networking, Leadership, OS X, Corporate Finance, American History, Resorts, Event Planning, Time Management, Customer Service, SPSS, VBA
Education
Manhattanville College 2011 — 2015
Bachelor’s Degree, Finance, General
Longmeadow High School 2007 — 2011
High School
David Bubb, CRPS® David Bubb, CRPS®'s Mutual of America Experience 2013 - 2015
Job Financial Advisor at First Financial Group
Industry Financial Services
Experience
First Financial Group 2015 - Present
Mutual of America 2013 - 2015
TD Ameritrade 2009 - 2013
PNC Investments 2007 - 2009
Merrill Lynch 2001 - 2007
Skills
Asset Allocation, Investment Advisory, Financial Planning, Portfolio Management, FINRA, Retirement Plan..., 401k, Series 7, Series 63, Financial Services, Strategic Financial..., Risk Management, Options, Trading, Financial Analysis, Banking, ETFs, Derivatives, Financial Markets, Investment Management, Fixed Annuities, CRPS, Series 65, Variable Annuities
Education
McDaniel College 1997 — 2001
Economics & Business Administration
First Financial Group 2015 - Present
Mutual of America 2013 - 2015
TD Ameritrade 2009 - 2013
PNC Investments 2007 - 2009
Merrill Lynch 2001 - 2007
Skills
Asset Allocation, Investment Advisory, Financial Planning, Portfolio Management, FINRA, Retirement Plan..., 401k, Series 7, Series 63, Financial Services, Strategic Financial..., Risk Management, Options, Trading, Financial Analysis, Banking, ETFs, Derivatives, Financial Markets, Investment Management, Fixed Annuities, CRPS, Series 65, Variable Annuities
Education
McDaniel College 1997 — 2001
Economics & Business Administration
Barbara Peters Barbara Peters's Mutual of America Experience July 1987 - April 1997
Job Retired.
Industry Staffing and Recruiting
Experience
Retired and enjoying time to pursue personal interests. June 2014 - Present
Accenture July 2011 - June 2014
Accenture January 2010 - October 2011
Deloitte Consulting LLP November 2006 - September 2008
Ernst & Young, LLP February 2004 - October 2006
All Ways Organized 2002 - 2004
Prudential Financial September 1999 - February 2002
KPMG May 1997 - September 1999
Mutual of America July 1987 - April 1997
Skills
Sourcing, Capital Markets, Strategic Sourcing, Negotiation, Problem Solving, Insurance, Hiring, Business Strategy, Functional Requirements, Consulting, Talent Acquisition, Talent Management, Recruiting, Taleo, Professional Services, Human Resources, Management Consulting, HRIS, Internet Recruiting, Strategy, Screening, Performance Management, CRM, Technical Recruiting, Screening Resumes, Executive Search, Applicant Tracking..., Interviews, Leadership
Education
Marymount Manhattan College 1994 — 1996
BS, Business Management
Manasquan High School
High School Diploma, College Prep
Retired and enjoying time to pursue personal interests. June 2014 - Present
Accenture July 2011 - June 2014
Accenture January 2010 - October 2011
Deloitte Consulting LLP November 2006 - September 2008
Ernst & Young, LLP February 2004 - October 2006
All Ways Organized 2002 - 2004
Prudential Financial September 1999 - February 2002
KPMG May 1997 - September 1999
Mutual of America July 1987 - April 1997
Skills
Sourcing, Capital Markets, Strategic Sourcing, Negotiation, Problem Solving, Insurance, Hiring, Business Strategy, Functional Requirements, Consulting, Talent Acquisition, Talent Management, Recruiting, Taleo, Professional Services, Human Resources, Management Consulting, HRIS, Internet Recruiting, Strategy, Screening, Performance Management, CRM, Technical Recruiting, Screening Resumes, Executive Search, Applicant Tracking..., Interviews, Leadership
Education
Marymount Manhattan College 1994 — 1996
BS, Business Management
Manasquan High School
High School Diploma, College Prep
Timothy Stasiek's Mutual of America Experience July 2010 - January 2014
Job Senior Business Analyst at Adayana
Industry Management Consulting
Experience
Adayana June 2014 - Present
Mutual of America July 2010 - January 2014
Mutual of America September 2006 - August 2010
JPMorgan Chase March 2004 - August 2006
JPMorgan Chase August 2001 - February 2004
Skills
Retirement Planning, Retirement, Wealth Management, Management, Investments, Investment Strategies, Proposal Generation, Competitive Analysis, Territory Account..., Strategic Planning, Retirement Plan..., Employee Benefits, Training Delivery, Training Facilitation
Education
Loras College 1996 — 2000
BA, Business Management
Adayana June 2014 - Present
Mutual of America July 2010 - January 2014
Mutual of America September 2006 - August 2010
JPMorgan Chase March 2004 - August 2006
JPMorgan Chase August 2001 - February 2004
Skills
Retirement Planning, Retirement, Wealth Management, Management, Investments, Investment Strategies, Proposal Generation, Competitive Analysis, Territory Account..., Strategic Planning, Retirement Plan..., Employee Benefits, Training Delivery, Training Facilitation
Education
Loras College 1996 — 2000
BA, Business Management
Matthew Matystik Matthew Matystik's Mutual of America Experience June 2004 - August 2004
Job Senior Paralegal at DLA Piper
Industry Law Practice
Experience
DLA Piper May 2012 - Present
Dewey & LeBoeuf LLP February 2008 - May 2012
Boies, Schiller & Flexner LLP June 2005 - February 2008
The Law Offices of Linnea J. Levine, PC October 2004 - June 2005
Mutual of America June 2004 - August 2004
Skills
Litigation, Legal Research, Microsoft Office, PowerPoint, Windows, Social Media, Mac, Mac OS X, Android, Concordance, Westlaw, LexisNexus, E-Discovery Consulting, XML, HTML, LiveNote, Summation, Clearwell, CaseMap, Document Review, IPRO, OS X, Intellectual Property, Legal Writing, Commercial Litigation, Civil Litigation, Corporate Law, Legal Assistance, Litigation Support, Trials, Appeals, LexisNexis
Education
Manhattan College 2001 — 2005
BA, Political Science, Business
DLA Piper May 2012 - Present
Dewey & LeBoeuf LLP February 2008 - May 2012
Boies, Schiller & Flexner LLP June 2005 - February 2008
The Law Offices of Linnea J. Levine, PC October 2004 - June 2005
Mutual of America June 2004 - August 2004
Skills
Litigation, Legal Research, Microsoft Office, PowerPoint, Windows, Social Media, Mac, Mac OS X, Android, Concordance, Westlaw, LexisNexus, E-Discovery Consulting, XML, HTML, LiveNote, Summation, Clearwell, CaseMap, Document Review, IPRO, OS X, Intellectual Property, Legal Writing, Commercial Litigation, Civil Litigation, Corporate Law, Legal Assistance, Litigation Support, Trials, Appeals, LexisNexis
Education
Manhattan College 2001 — 2005
BA, Political Science, Business
Brad Calhoun Brad Calhoun's Mutual of America Experience 2004 - 2006
Job Managing Director at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial 2011 - Present
ING Investment Management 2008 - 2010
Lincoln Financial Group 2007 - 2008
OppenheimerFunds 2005 - 2007
Mutual of America 2004 - 2006
United American Insurance 1998 - 2005
Skills
Series 6, Series 7, Series 63, Series 65, Insurance Planning, Financial Planning, Financial Management, Financial Advisory, Disability Insurance, Insurance Management, Sales Management, Retirement Planning, Retirement Plans, Retirement Services, Retirement Solutions, Retirement Income..., Investments, Investment Advisory, Investment Products, Investment Strategies, Alternative Investments, Mutual Funds, IRA's, Roth IRA, Simple IRA, SEP, IRA Rollovers, Annuities, Strategic Financial..., Training & Development
Education
Regis University
MBA
Georgia Southern University
Bachelor
Shoemaker Financial 2011 - Present
ING Investment Management 2008 - 2010
Lincoln Financial Group 2007 - 2008
OppenheimerFunds 2005 - 2007
Mutual of America 2004 - 2006
United American Insurance 1998 - 2005
Skills
Series 6, Series 7, Series 63, Series 65, Insurance Planning, Financial Planning, Financial Management, Financial Advisory, Disability Insurance, Insurance Management, Sales Management, Retirement Planning, Retirement Plans, Retirement Services, Retirement Solutions, Retirement Income..., Investments, Investment Advisory, Investment Products, Investment Strategies, Alternative Investments, Mutual Funds, IRA's, Roth IRA, Simple IRA, SEP, IRA Rollovers, Annuities, Strategic Financial..., Training & Development
Education
Regis University
MBA
Georgia Southern University
Bachelor
Courtney Schwab Courtney Schwab's Mutual of America Experience May 2011 - February 2012
Job National Account Executive at ASK Staffing, Inc
Industry Staffing and Recruiting
Experience
ASK Staffing, Inc April 2015 - Present
ASK Staffing, Inc October 2014 - April 2015
The Centrics Group July 2012 - February 2013
Hire Velocity February 2012 - July 2012
Mutual of America May 2011 - February 2012
Quest, LLC May 2011 - August 2011
MyTeamBand.com July 2009 - May 2011
Rafferty's Restaurant & Bar August 2006 - May 2009
Skills
Customer Service, Recruiting, Social Media, PowerPoint, Microsoft Office, Human Resources, Public Speaking, Employee Relations, Sales, Outlook, Talent Acquisition, Microsoft Word, Temporary Placement, Management, Employee Benefits, Account Management, Marketing Strategy, Networking, Screening, Sourcing, Interviews, Talent Management, Leadership, Time Management, Training, Cold Calling
Education
Kennesaw State University 2006 — 2010
Bachelor's in Communications, Public Relations
ASK Staffing, Inc April 2015 - Present
ASK Staffing, Inc October 2014 - April 2015
The Centrics Group July 2012 - February 2013
Hire Velocity February 2012 - July 2012
Mutual of America May 2011 - February 2012
Quest, LLC May 2011 - August 2011
MyTeamBand.com July 2009 - May 2011
Rafferty's Restaurant & Bar August 2006 - May 2009
Skills
Customer Service, Recruiting, Social Media, PowerPoint, Microsoft Office, Human Resources, Public Speaking, Employee Relations, Sales, Outlook, Talent Acquisition, Microsoft Word, Temporary Placement, Management, Employee Benefits, Account Management, Marketing Strategy, Networking, Screening, Sourcing, Interviews, Talent Management, Leadership, Time Management, Training, Cold Calling
Education
Kennesaw State University 2006 — 2010
Bachelor's in Communications, Public Relations
Rebecca Taylor Rebecca Taylor's Mutual of America Experience December 2009 - August 2010
Job Director of Talent Acquisition at Yotpo
Industry Internet
Experience
Yotpo October 2015 - Present
SinglePlatform January 2015 - October 2015
SinglePlatform April 2014 - January 2015
Mondo April 2013 - March 2014
Forrest Solutions Group February 2012 - March 2013
Lord & Taylor August 2010 - February 2012
Mutual of America December 2009 - August 2010
WMVL Radio 2006 - 2009
Mutual of America May 2007 - August 2007
Skills
Talent Acquisition, Staff Development, Employee Benefits, Recruiting, Onboarding, Corporate Training, Employee Relations, Business Development, Human Resources, Interviews, Leadership, Sourcing, Management, Cold Calling, Temporary Staffing, College Recruiting, Sales, Coaching, Temporary Placement, Marketing, CRM, Hiring, Payroll, New Hire Orientations, Networking, Deferred Compensation, Technical Recruiting, Success Driven
Education
Manhattanville College 2005 — 2009
Bachelor of Arts (B.A.), Creative and Professional Writing, Communication Studies
The Mary Louis Academy 2001 — 2005
Advanced Regents Diploma (with Honors)
Yotpo October 2015 - Present
SinglePlatform January 2015 - October 2015
SinglePlatform April 2014 - January 2015
Mondo April 2013 - March 2014
Forrest Solutions Group February 2012 - March 2013
Lord & Taylor August 2010 - February 2012
Mutual of America December 2009 - August 2010
WMVL Radio 2006 - 2009
Mutual of America May 2007 - August 2007
Skills
Talent Acquisition, Staff Development, Employee Benefits, Recruiting, Onboarding, Corporate Training, Employee Relations, Business Development, Human Resources, Interviews, Leadership, Sourcing, Management, Cold Calling, Temporary Staffing, College Recruiting, Sales, Coaching, Temporary Placement, Marketing, CRM, Hiring, Payroll, New Hire Orientations, Networking, Deferred Compensation, Technical Recruiting, Success Driven
Education
Manhattanville College 2005 — 2009
Bachelor of Arts (B.A.), Creative and Professional Writing, Communication Studies
The Mary Louis Academy 2001 — 2005
Advanced Regents Diploma (with Honors)
Goodman Mitch Goodman Mitch's Mutual of America Experience November 1999 - November 2000
Job DB Calc Analyst Team Leader at Xerox HR Solutions, LLC
Industry Information Technology and Services
Experience
Xerox HR Solutions, LLC September 2012 - Present
Xerox HR Solutions, LLC November 2000 - September 2012
Mutual of America November 1999 - November 2000
Skills
SDLC, Software Project..., Requirements Analysis, PMP, Business Analysis, Program Management, Vendor Management, PMO, IT Strategy, Integration, Agile Methodologies, Business Process..., Requirements Gathering, Databases
Education
Emory University 1995 — 1999
Bachelor of Arts (B.A.), Mathematics
Xerox HR Solutions, LLC September 2012 - Present
Xerox HR Solutions, LLC November 2000 - September 2012
Mutual of America November 1999 - November 2000
Skills
SDLC, Software Project..., Requirements Analysis, PMP, Business Analysis, Program Management, Vendor Management, PMO, IT Strategy, Integration, Agile Methodologies, Business Process..., Requirements Gathering, Databases
Education
Emory University 1995 — 1999
Bachelor of Arts (B.A.), Mathematics
Taylor Thacker Taylor Thacker's Mutual of America Experience July 2014 - Present
Job Group Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America July 2014 - Present
Capitol Financial Solutions June 2011 - June 2014
Education
Hampden-Sydney College 2007 — 2011
BA, Economics & Commerce
Deep Run High School 2003 — 2007
Mutual of America July 2014 - Present
Capitol Financial Solutions June 2011 - June 2014
Education
Hampden-Sydney College 2007 — 2011
BA, Economics & Commerce
Deep Run High School 2003 — 2007
Michael D Lee's Mutual of America Experience August 2014 - August 2014
Job Ambitious, Energetic and Charismatic
Industry Health, Wellness and Fitness
Experience
Mutual of America August 2014 - August 2014
Mutual of America October 2011 - August 2014
Mutual of America April 2008 - October 2011
Skills
Retirement, 401k, Investments, Defined Benefit, Pensions, Retirement Planning, Series 63, Mutual Funds
Education
Morehouse College 1997 — 2002
Business Administration with a Concentration in Marketing
Mutual of America August 2014 - August 2014
Mutual of America October 2011 - August 2014
Mutual of America April 2008 - October 2011
Skills
Retirement, 401k, Investments, Defined Benefit, Pensions, Retirement Planning, Series 63, Mutual Funds
Education
Morehouse College 1997 — 2002
Business Administration with a Concentration in Marketing
Brian Sharrow's Mutual of America Experience June 2015 - Present
Job Associate Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America June 2015 - Present
Northwestern Mutual 2011 - June 2015
Paragon Service 2009 - 2011
Universal Supply Inc 2008 - 2009
Stock Building Supply 2002 - 2008
Skills
Sales Operations, Leadership, New Business Development, Selling, Pricing, Management, Negotiation, Cold Calling, Start-ups, Business Planning, Customer Service, Sales Management, Sales, Purchasing, Team Building, Strategic Planning, Sales Presentations, Marketing
Education
Grand Valley State University 1997 — 2002
BA, Operations Management
Mutual of America June 2015 - Present
Northwestern Mutual 2011 - June 2015
Paragon Service 2009 - 2011
Universal Supply Inc 2008 - 2009
Stock Building Supply 2002 - 2008
Skills
Sales Operations, Leadership, New Business Development, Selling, Pricing, Management, Negotiation, Cold Calling, Start-ups, Business Planning, Customer Service, Sales Management, Sales, Purchasing, Team Building, Strategic Planning, Sales Presentations, Marketing
Education
Grand Valley State University 1997 — 2002
BA, Operations Management
Elena M Irimia, CIMA, AIF, CRPS's Mutual of America Experience 1987 - 1996
Job Wealth Management Advisor with TIAACREF Financial Services
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
J.P. Morgan Chase, N.A. February 2013 - July 2014
NAWBO-NOLA 2012 - 2013
Morgan Stanley 2010 - 2013
Smith Barney Consulting Group 1996 - 2010
Mutual of America 1987 - 1996
Education
Loyola University New Orleans
Tulane University - A.B. Freeman School of Business
TIAA-CREF July 2014 - Present
J.P. Morgan Chase, N.A. February 2013 - July 2014
NAWBO-NOLA 2012 - 2013
Morgan Stanley 2010 - 2013
Smith Barney Consulting Group 1996 - 2010
Mutual of America 1987 - 1996
Education
Loyola University New Orleans
Tulane University - A.B. Freeman School of Business
Caroline Poole's Mutual of America Experience July 2001 - November 2004
Job Health Advocate at Saratoga County Economic Opportunity Council and Certified Wellness Coach
Industry Health, Wellness and Fitness
Experience
Saratoga County Economic Opportunity Council August 2011 - Present
Personal Coaching Business July 2010 - Present
Healthworks Foundation March 2010 - September 2010
Natixis Global Associates November 2004 - June 2009
Mutual of America July 2001 - November 2004
Skills
Public Speaking, Wellness Coaching, Fitness, Community Outreach, Nutritional Counseling, Event Planning, Wellness
Education
American College of Sports Medicine/Wellcoaches 2009 — 2010
Certified Wellness Coach
American College of Sports Medicine 2009 — 2009
Certified Personal Trainer
Florida State University 1991 — 1995
B.S.
Saratoga County Economic Opportunity Council August 2011 - Present
Personal Coaching Business July 2010 - Present
Healthworks Foundation March 2010 - September 2010
Natixis Global Associates November 2004 - June 2009
Mutual of America July 2001 - November 2004
Skills
Public Speaking, Wellness Coaching, Fitness, Community Outreach, Nutritional Counseling, Event Planning, Wellness
Education
American College of Sports Medicine/Wellcoaches 2009 — 2010
Certified Wellness Coach
American College of Sports Medicine 2009 — 2009
Certified Personal Trainer
Florida State University 1991 — 1995
B.S.
Robert Fay Robert Fay's Mutual of America Experience June 1994 - Present
Job Senior Field Vice President at Mutual of America
Industry Financial Services
Experience
Mutual of America June 1994 - Present
Skills
Qualified Retirement..., Pensions, 401k, 403 b, Defined Benefit, Employee Benefits, Mutual Funds, Deferred Compensation, Retirement Plan..., Pension Administration, Defined Contribution, Profit Sharing
Education
Grove City College 1984 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General
Mutual of America June 1994 - Present
Skills
Qualified Retirement..., Pensions, 401k, 403 b, Defined Benefit, Employee Benefits, Mutual Funds, Deferred Compensation, Retirement Plan..., Pension Administration, Defined Contribution, Profit Sharing
Education
Grove City College 1984 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General
Jason Scorrano's Mutual of America Experience December 2009 - November 2010
Job Digital strategy manager at Reed Exhibitions
Industry Entertainment
Experience
Reed Exhibitions January 2015 - Present
Reed Exhibitions August 2012 - January 2015
Adblade.com November 2011 - August 2012
CFO Publishing May 2011 - November 2011
Indeed.com November 2010 - May 2011
Mutual of America December 2009 - November 2010
Wachovia, A Wells Fargo Company July 2007 - December 2009
Countrywide June 2006 - June 2007
Skills
Lead Generation, Email Marketing, Banner Ads, CPL, Series 6, Series 63, Pay For Performance, Cold Calling, Active Learning, Dynamic, SEO, SEM, Streaming Media, B2B, Sales, Account Management, Advertising, Pay for Performance, Marketing, Digital Marketing, Online Advertising, CRM, Management, Social Media Marketing, Strategy, Digital Strategy, New Business Development
Education
Lingnan University 2006 — 2007
West Virginia University 2002 — 2006
Bachelor of Science, International Studies
Mahopac/somers 1997 — 2001
Reed Exhibitions January 2015 - Present
Reed Exhibitions August 2012 - January 2015
Adblade.com November 2011 - August 2012
CFO Publishing May 2011 - November 2011
Indeed.com November 2010 - May 2011
Mutual of America December 2009 - November 2010
Wachovia, A Wells Fargo Company July 2007 - December 2009
Countrywide June 2006 - June 2007
Skills
Lead Generation, Email Marketing, Banner Ads, CPL, Series 6, Series 63, Pay For Performance, Cold Calling, Active Learning, Dynamic, SEO, SEM, Streaming Media, B2B, Sales, Account Management, Advertising, Pay for Performance, Marketing, Digital Marketing, Online Advertising, CRM, Management, Social Media Marketing, Strategy, Digital Strategy, New Business Development
Education
Lingnan University 2006 — 2007
West Virginia University 2002 — 2006
Bachelor of Science, International Studies
Mahopac/somers 1997 — 2001
Amber Kendrick, CRPS Amber Kendrick, CRPS's Mutual of America Experience April 2010 - May 2014
Job Director of Retirement Services at CIG Retirement Plan Consulting
Industry Financial Services
Experience
CIG Retirement Plan Consulting May 2014 - Present
Mutual of America April 2010 - May 2014
First Financial Resources October 2006 - October 2009
Skills
Retirement Plan..., Retirement Planning, Employee Benefits, Asset Allocation, Financial Planning, Account Management, Customer Service, Marketing, Strategy, Sales
Education
East Carolina University - College of Business 2001 — 2005
Bachelor's Degree, Marketing
CIG Retirement Plan Consulting May 2014 - Present
Mutual of America April 2010 - May 2014
First Financial Resources October 2006 - October 2009
Skills
Retirement Plan..., Retirement Planning, Employee Benefits, Asset Allocation, Financial Planning, Account Management, Customer Service, Marketing, Strategy, Sales
Education
East Carolina University - College of Business 2001 — 2005
Bachelor's Degree, Marketing
Steven Terrell, Ph.D. Steven Terrell, Ph.D.'s Mutual of America Experience August 1988 - August 1991
Job Professor at Nova Southeastern University
Industry Higher Education
Experience
Nova Southeastern University August 1988 - Present
Mutual of America August 1988 - August 1991
Skills
Higher Education, Distance Learning, E-Learning, Adult Education, University Teaching, College Teaching, Academia, Qualitative Research, Student Development, Academic Administration, Educational Leadership, Program Development, Courses, Classroom, Research, Technical Writing, Training, Program Evaluation, Teacher Training, Public Speaking, Data Analysis, Quantitative Research, Analysis, Blended Learning, Career Counseling, Admissions, Leadership, Tutoring, Community Outreach, System Administration
Education
Florida International University 1987 — 1992
Ph.D., Research Methodology / Information Systems / Statistics
Troy University 1981 — 1982
Bachelor of Arts (B.A.), Management Information Systems, General
Nova Southeastern University August 1988 - Present
Mutual of America August 1988 - August 1991
Skills
Higher Education, Distance Learning, E-Learning, Adult Education, University Teaching, College Teaching, Academia, Qualitative Research, Student Development, Academic Administration, Educational Leadership, Program Development, Courses, Classroom, Research, Technical Writing, Training, Program Evaluation, Teacher Training, Public Speaking, Data Analysis, Quantitative Research, Analysis, Blended Learning, Career Counseling, Admissions, Leadership, Tutoring, Community Outreach, System Administration
Education
Florida International University 1987 — 1992
Ph.D., Research Methodology / Information Systems / Statistics
Troy University 1981 — 1982
Bachelor of Arts (B.A.), Management Information Systems, General
Brenda Bertolini's Mutual of America Experience November 2002 - Present
Job Participant Account Executive at Mutual of America
Industry Financial Services
Experience
Mutual of America November 2002 - Present
PIMCO January 2001 - June 2002
Skills
Bilingual (Spanish), Asset Allocation, 401k, Fixed Annuities, CRM, IRAs, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Retirement Plan..., Sales, Roth IRA, Pensions, Series 63, Series 6, Investment Strategies, Qualified Retirement..., Return on Investment, Sales Management
Education
Marist College 1995 — 1999
BA, Communications
Glastonbury High School 1991 — 1995
Diploma
Mutual of America November 2002 - Present
PIMCO January 2001 - June 2002
Skills
Bilingual (Spanish), Asset Allocation, 401k, Fixed Annuities, CRM, IRAs, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Retirement Plan..., Sales, Roth IRA, Pensions, Series 63, Series 6, Investment Strategies, Qualified Retirement..., Return on Investment, Sales Management
Education
Marist College 1995 — 1999
BA, Communications
Glastonbury High School 1991 — 1995
Diploma
Jon LaBerge's Mutual of America Experience October 1996 - October 1999
Job Financial Operations Executive
Industry Investment Management
Experience
AXIS Capital December 2013 - July 2014
AXIS Capital March 2011 - December 2013
PartnerRe February 2002 - December 2010
Bear Stearns Asset Management October 1999 - March 2001
Mutual of America October 1996 - October 1999
Bankers Trust January 1993 - October 1996
Farrel, inc October 1987 - October 1991
PRTM August 1984 - October 1987
Skills
Investments, Asset Managment, Financial Services, Management, Capital Markets, Accounting, Reinsurance, Risk Management, Mergers, Financial Risk, Underwriting, Portfolio Management, Insurance, Private Equity, Strategic Planning, Enterprise Risk..., Process Improvement, Business Process..., Asset Management, Business Analysis, Strategy, Project Portfolio..., Finance, Executive Management, Business Intelligence
Education
Harvard Business School 2014 — 2014
Executive Education Program, Governing for Nonprofit Excellence
Harvard Business School 1982 — 1984
MBA
Webb Institute 1972 — 1976
Bachelor's Degree, Naval Architecture and Marine Engineering
AXIS Capital December 2013 - July 2014
AXIS Capital March 2011 - December 2013
PartnerRe February 2002 - December 2010
Bear Stearns Asset Management October 1999 - March 2001
Mutual of America October 1996 - October 1999
Bankers Trust January 1993 - October 1996
Farrel, inc October 1987 - October 1991
PRTM August 1984 - October 1987
Skills
Investments, Asset Managment, Financial Services, Management, Capital Markets, Accounting, Reinsurance, Risk Management, Mergers, Financial Risk, Underwriting, Portfolio Management, Insurance, Private Equity, Strategic Planning, Enterprise Risk..., Process Improvement, Business Process..., Asset Management, Business Analysis, Strategy, Project Portfolio..., Finance, Executive Management, Business Intelligence
Education
Harvard Business School 2014 — 2014
Executive Education Program, Governing for Nonprofit Excellence
Harvard Business School 1982 — 1984
MBA
Webb Institute 1972 — 1976
Bachelor's Degree, Naval Architecture and Marine Engineering
Glenn E. Kata Glenn E. Kata's Mutual of America Experience July 2014 - Present
Job Group Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America July 2014 - Present
NRL Wealth Creation Strategies, LLC. June 2012 - July 2014
Skills
Investments, Retirement Planning, Employee Benefits, Disability Insurance, Insurance, Long-term Care, Strategic Planning, Life Insurance, Pensions, IRAs, Estate Planning, Securities, Financial Services, Leadership, Finance, Wealth, Business Development, Defined Benefit, Analysis, Wealth Management..., Qualified Retirement..., Retirement, Retirement Plan..., Retirement Benefits, Retirement Savings
Education
LIU Post 1991 — 1993
MBA, Finance
Union College 1984 — 1988
BA, Managerial Economics
Mutual of America July 2014 - Present
NRL Wealth Creation Strategies, LLC. June 2012 - July 2014
Skills
Investments, Retirement Planning, Employee Benefits, Disability Insurance, Insurance, Long-term Care, Strategic Planning, Life Insurance, Pensions, IRAs, Estate Planning, Securities, Financial Services, Leadership, Finance, Wealth, Business Development, Defined Benefit, Analysis, Wealth Management..., Qualified Retirement..., Retirement, Retirement Plan..., Retirement Benefits, Retirement Savings
Education
LIU Post 1991 — 1993
MBA, Finance
Union College 1984 — 1988
BA, Managerial Economics
Stephen M. Duganieri Stephen M. Duganieri's Mutual of America Experience August 2010 - December 2012
Job Retirement Education Specialist
Industry Financial Services
Experience
MassMutual Financial Group December 2012 - Present
Mutual of America August 2010 - December 2012
Mutual of America August 2010 - December 2012
North Shore Financial Group an Office of MetLife December 2007 - August 2010
Skills
403B, 401k, Defined Benefit, Defined Contribution, Series 6, Series 63, NY Life and Health...
Education
Hofstra University 2004 — 2006
BBA, Management, Zarb School of Business
Farmingdale State College 2001 — 2003
AAS, Liberal Arts
MassMutual Financial Group December 2012 - Present
Mutual of America August 2010 - December 2012
Mutual of America August 2010 - December 2012
North Shore Financial Group an Office of MetLife December 2007 - August 2010
Skills
403B, 401k, Defined Benefit, Defined Contribution, Series 6, Series 63, NY Life and Health...
Education
Hofstra University 2004 — 2006
BBA, Management, Zarb School of Business
Farmingdale State College 2001 — 2003
AAS, Liberal Arts
Margaret Mary Smyth Margaret Mary Smyth's Mutual of America Experience February 2005 - Present
Job Chief Financial Officer, U.S., National Grid plc
Industry Oil & Energy
Experience
National Grid October 2014 - Present
Vonage September 2012 - Present
Martha Stewart Living Omnimedia January 2012 - Present
Mutual of America February 2005 - Present
Con Edison August 2012 - September 2014
International Accounting Standards Board 2008 - June 2013
Hamilton Sundstrand, a UTC Company October 2010 - June 2011
United Technologies Corporation August 2007 - October 2010
3M Corporation April 2005 - August 2007
Deloitte & Touche, LLP May 2002 - April 2005
Skills
Financial Planning, Mergers, Policy, Business Strategy, Financial Analysis, Internal Controls, Tax, SOX, Financial Modeling, Financial Reporting, Cost Accounting, Accounting, IFRS, Due Diligence, Acquisition Integration, SEC reporting, Restructuring, GAAP, Revenue Recognition, Budgeting, Auditing, Valuation, US GAAP, Risk Management, Sarbanes-Oxley Act, SEC filings, Finance, Management, Leadership, Managerial Finance, Forecasting, Strategic Planning, Budgets, Strategy, Corporate Finance, Process Improvement, Analysis, Business Process...
Education
National Association of Corporate Directors 2011 — 2011
2011 and 2013 Leadership Conference
The Aspen Institute Henry Crown Fellowship Program 2006 — 2009
Ethics and Leadership
New York University - Leonard N. Stern School of Business 1985 — 1987
MS, Accounting, Summa Cum Laude
Fordham University 1981 — 1985
BA, Economics, Summa Cum Laude
St. Thomas Aquinas College
Doctor of Commercial Science Honorary Degree
National Grid October 2014 - Present
Vonage September 2012 - Present
Martha Stewart Living Omnimedia January 2012 - Present
Mutual of America February 2005 - Present
Con Edison August 2012 - September 2014
International Accounting Standards Board 2008 - June 2013
Hamilton Sundstrand, a UTC Company October 2010 - June 2011
United Technologies Corporation August 2007 - October 2010
3M Corporation April 2005 - August 2007
Deloitte & Touche, LLP May 2002 - April 2005
Skills
Financial Planning, Mergers, Policy, Business Strategy, Financial Analysis, Internal Controls, Tax, SOX, Financial Modeling, Financial Reporting, Cost Accounting, Accounting, IFRS, Due Diligence, Acquisition Integration, SEC reporting, Restructuring, GAAP, Revenue Recognition, Budgeting, Auditing, Valuation, US GAAP, Risk Management, Sarbanes-Oxley Act, SEC filings, Finance, Management, Leadership, Managerial Finance, Forecasting, Strategic Planning, Budgets, Strategy, Corporate Finance, Process Improvement, Analysis, Business Process...
Education
National Association of Corporate Directors 2011 — 2011
2011 and 2013 Leadership Conference
The Aspen Institute Henry Crown Fellowship Program 2006 — 2009
Ethics and Leadership
New York University - Leonard N. Stern School of Business 1985 — 1987
MS, Accounting, Summa Cum Laude
Fordham University 1981 — 1985
BA, Economics, Summa Cum Laude
St. Thomas Aquinas College
Doctor of Commercial Science Honorary Degree
Jarrad Soscia Jarrad Soscia's Mutual of America Experience January 2009 - December 2010
Job Territory Manager at Salix Pharmaceuticals
Industry Medical Devices
Experience
Salix Pharmaceuticals November 2014 - Present
Smith & Nephew Endoscopy December 2012 - Present
Smith & Nephew April 2012 - December 2012
IKON Office Solutions December 2010 - June 2012
Mutual of America January 2009 - December 2010
Champ Printing Company February 2007 - January 2009
Video Rental of PA, A Blockbuster Franchise June 1997 - February 2007
Skills
Cold Calling, Customer Relations, Sales Growth, Consultative Selling, Salesforce.com, Pricing Negotiations, Solution Selling, Business Solutions, Discovery, Sales Presentations, Account Management, Customer Service, Sales Operations, Leadership, Training, Selling, Management, Sales Process, Sales, Sales Force Development, OB/GYN, Hospital Sales, Medical Devices, Marketing, B2B, Negotiation, Biomarker Discovery, Business Intelligence
Education
Indiana University of Pennsylvania 1993 — 1997
Bachelor of Arts, Criminology
Salix Pharmaceuticals November 2014 - Present
Smith & Nephew Endoscopy December 2012 - Present
Smith & Nephew April 2012 - December 2012
IKON Office Solutions December 2010 - June 2012
Mutual of America January 2009 - December 2010
Champ Printing Company February 2007 - January 2009
Video Rental of PA, A Blockbuster Franchise June 1997 - February 2007
Skills
Cold Calling, Customer Relations, Sales Growth, Consultative Selling, Salesforce.com, Pricing Negotiations, Solution Selling, Business Solutions, Discovery, Sales Presentations, Account Management, Customer Service, Sales Operations, Leadership, Training, Selling, Management, Sales Process, Sales, Sales Force Development, OB/GYN, Hospital Sales, Medical Devices, Marketing, B2B, Negotiation, Biomarker Discovery, Business Intelligence
Education
Indiana University of Pennsylvania 1993 — 1997
Bachelor of Arts, Criminology
Jim Quinn Jim Quinn's Mutual of America Experience 1997 - Present
Job Chairman at Irish American Communal Fund
Industry Retail
Experience
National Summer Learning Association 2013 - Present
Deckers Outdoor Corporation September 2011 - Present
Mutual of America 1997 - Present
Prudential Financial June 2013 - July 2015
Irish American Communal Fund 2013 - July 2015
Tiffany & Co. 2003 - 2012
Tiffany 1999 - 2003
Citi 1974 - 1986
Skills
Retail, Marketing Strategy, Sales, Luxury Goods, Strategic Planning, Merchandising, Marketing Communications, Team Building, Public Speaking, Marketing, Wholesale, Jewelry, Brand Management, E-commerce, Watches, Fashion, Business Planning, Forecasting, Product Development, Public Relations, Market Research, Brand Development, Leadership, Sales Management, New Business Development, Strategy
Education
Pace University - Lubin School of Business 1975 — 1980
MBA, Finance
Hofstra University 1970 — 1974
BA, Communications
National Summer Learning Association 2013 - Present
Deckers Outdoor Corporation September 2011 - Present
Mutual of America 1997 - Present
Prudential Financial June 2013 - July 2015
Irish American Communal Fund 2013 - July 2015
Tiffany & Co. 2003 - 2012
Tiffany 1999 - 2003
Citi 1974 - 1986
Skills
Retail, Marketing Strategy, Sales, Luxury Goods, Strategic Planning, Merchandising, Marketing Communications, Team Building, Public Speaking, Marketing, Wholesale, Jewelry, Brand Management, E-commerce, Watches, Fashion, Business Planning, Forecasting, Product Development, Public Relations, Market Research, Brand Development, Leadership, Sales Management, New Business Development, Strategy
Education
Pace University - Lubin School of Business 1975 — 1980
MBA, Finance
Hofstra University 1970 — 1974
BA, Communications
Brad Calhoun Brad Calhoun's Mutual of America Experience 2004 - 2006
Job 401(k) Strategist at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank 2013 - Present
Shoemaker Financial 2011 - 2012
My Retirement Account Services, LLC 2010 - 2011
ING 2008 - 2010
Lincoln Financial Distributors 2007 - 2008
OppenheimerFunds 2005 - 2007
Mutual of America 2004 - 2006
United American Insurance 1998 - 2005
Skills
Retirement, Investments, IRA's, Financial Advisory, Financial Markets, Financial Planning, Estate Planning, Insurance Planning, Disability Insurance, Insurance, Mutual Funds, Annuities, Financial Advice, Investment Advisory, IRA Rollovers, 401k, 401k Rollovers, Defined Benefit, Retirement Planning, Retirement Plans, Financial Management, Sales Management, Mentoring, Training & Development, Fixed Annuities, IRAs
Education
Regis University 2006 — 2007
MBA, Finance
Georgia Southern University 1994 — 1998
BS, Justice Studies
Gordon College (GA) 1992 — 1994
SunTrust Bank 2013 - Present
Shoemaker Financial 2011 - 2012
My Retirement Account Services, LLC 2010 - 2011
ING 2008 - 2010
Lincoln Financial Distributors 2007 - 2008
OppenheimerFunds 2005 - 2007
Mutual of America 2004 - 2006
United American Insurance 1998 - 2005
Skills
Retirement, Investments, IRA's, Financial Advisory, Financial Markets, Financial Planning, Estate Planning, Insurance Planning, Disability Insurance, Insurance, Mutual Funds, Annuities, Financial Advice, Investment Advisory, IRA Rollovers, 401k, 401k Rollovers, Defined Benefit, Retirement Planning, Retirement Plans, Financial Management, Sales Management, Mentoring, Training & Development, Fixed Annuities, IRAs
Education
Regis University 2006 — 2007
MBA, Finance
Georgia Southern University 1994 — 1998
BS, Justice Studies
Gordon College (GA) 1992 — 1994
Jonathan Viaud's Mutual of America Experience August 2014 - August 2015
Job TakeOff Estimator
Industry Construction
Experience
Bonland Industries, Inc August 2015 - Present
Mutual of America August 2014 - August 2015
Mutual of America April 2013 - July 2014
Bogota Savings Bank February 2012 - May 2012
Bogota Savings Bank December 2008 - February 2012
Skills
Credit, Loans, Microsoft Office, Analysis, Retirement, Banking, Financial Services, Finance, Financial Analysis, Fixed Annuities, Mortgage Lending, Credit Analysis, Retail Banking, Investments, Leadership, Insurance, Risk Management, Business Analysis, Process Improvement
Education
Montclair State University 2008 — 2011
Bachelor of Arts (B.A.), History
Bonland Industries, Inc August 2015 - Present
Mutual of America August 2014 - August 2015
Mutual of America April 2013 - July 2014
Bogota Savings Bank February 2012 - May 2012
Bogota Savings Bank December 2008 - February 2012
Skills
Credit, Loans, Microsoft Office, Analysis, Retirement, Banking, Financial Services, Finance, Financial Analysis, Fixed Annuities, Mortgage Lending, Credit Analysis, Retail Banking, Investments, Leadership, Insurance, Risk Management, Business Analysis, Process Improvement
Education
Montclair State University 2008 — 2011
Bachelor of Arts (B.A.), History
Cheryl Lysik Cheryl Lysik's Mutual of America Experience February 1991 - February 1995
Job Application Architect at First Data Corporation
Industry Computer Software
Experience
First Data Corporation 1997 - Present
NCCI Holdings, Inc March 1995 - April 1997
Mutual of America February 1991 - February 1995
Citibank May 1987 - January 1991
PaineWebber February 1985 - May 1987
Fulfillment Associates, Farmingdale, New York March 1983 - February 1985
Skills
SDLC, Mainframe, Business Requirements, COBOL, User Acceptance Testing, Credit Cards, VSAM, CICS, EMV, JCL, Fileaid, Payments, Payment Systems, VisionPLUS, Test Management, Business Analysis, Testing, Requirements Analysis, Management, Transaction Processing, Software Development, Software Project..., Agile & Waterfall..., Agile Application..., SQL DB2, Technical Leadership, Credit Card Transaction..., Design
Education
Farmingdale State College 1981 — 1983
First Data Corporation 1997 - Present
NCCI Holdings, Inc March 1995 - April 1997
Mutual of America February 1991 - February 1995
Citibank May 1987 - January 1991
PaineWebber February 1985 - May 1987
Fulfillment Associates, Farmingdale, New York March 1983 - February 1985
Skills
SDLC, Mainframe, Business Requirements, COBOL, User Acceptance Testing, Credit Cards, VSAM, CICS, EMV, JCL, Fileaid, Payments, Payment Systems, VisionPLUS, Test Management, Business Analysis, Testing, Requirements Analysis, Management, Transaction Processing, Software Development, Software Project..., Agile & Waterfall..., Agile Application..., SQL DB2, Technical Leadership, Credit Card Transaction..., Design
Education
Farmingdale State College 1981 — 1983
Nathaniel Fisher Nathaniel Fisher's Mutual of America Experience January 1999 - January 2000
Job National Manager of Strategic Planning and Reporting at All Covered, Konica Minolta Business Solutions
Industry Information Technology and Services
Experience
All Covered, IT Services from Konica Minolta June 2015 - Present
All Covered, IT Services from Konica Minolta September 2012 - June 2015
All Covered April 2012 - September 2012
Thinsolutions February 2007 - May 2012
Fidelity Networks and Development December 2000 - February 2007
Mutual of America January 1999 - January 2000
Skills
Leadership, IT Service Management, Cloud Computing, Managed Services, Virtualization, Project Management, Strategic Planning, Disaster Recovery, Integration, IT Strategy, Business Analysis, IT Operations, Business Strategy, Critical Thinking, IT Management, Consulting, Service Delivery, Direct Sales, Customer Relations, Team Building, Windows Server
Education
Florida Atlantic University
Westminster Academy
HS Diploma
All Covered, IT Services from Konica Minolta June 2015 - Present
All Covered, IT Services from Konica Minolta September 2012 - June 2015
All Covered April 2012 - September 2012
Thinsolutions February 2007 - May 2012
Fidelity Networks and Development December 2000 - February 2007
Mutual of America January 1999 - January 2000
Skills
Leadership, IT Service Management, Cloud Computing, Managed Services, Virtualization, Project Management, Strategic Planning, Disaster Recovery, Integration, IT Strategy, Business Analysis, IT Operations, Business Strategy, Critical Thinking, IT Management, Consulting, Service Delivery, Direct Sales, Customer Relations, Team Building, Windows Server
Education
Florida Atlantic University
Westminster Academy
HS Diploma
Steven D Rowell's Mutual of America Experience October 1995 - September 1998
Job Business Development at New Point Media Group
Industry Marketing and Advertising
Experience
Hearst Digital Marketing Services March 2011 - September 2012
Navy Federal Credit Union March 2009 - September 2010
Members' Agent Referral, LLC July 2000 - March 2009
Colonial Bank September 1998 - July 2000
Mutual of America October 1995 - September 1998
CUNA -- Credit Union National Association January 1992 - September 1995
Skills
Advertising, Sales, Online Advertising, Marketing Communications, Social Media Marketing, Email Marketing, Online Marketing, Marketing Strategy, Lead Generation, Integrated Marketing, Public Relations, Social Media, Digital Marketing, Mobile Marketing, Advertising Sales, Marketing, Market Research, Google Analytics, Digital Media, Facebook
Education
Florida State University 1980 — 1982
Bachelor of Science (B.S.), International Relations and Affairs
Florida State University 1980 — 1982
B.S, International Affairs
Jay High School 1970 — 1975
High School Diploma, General
Hearst Digital Marketing Services March 2011 - September 2012
Navy Federal Credit Union March 2009 - September 2010
Members' Agent Referral, LLC July 2000 - March 2009
Colonial Bank September 1998 - July 2000
Mutual of America October 1995 - September 1998
CUNA -- Credit Union National Association January 1992 - September 1995
Skills
Advertising, Sales, Online Advertising, Marketing Communications, Social Media Marketing, Email Marketing, Online Marketing, Marketing Strategy, Lead Generation, Integrated Marketing, Public Relations, Social Media, Digital Marketing, Mobile Marketing, Advertising Sales, Marketing, Market Research, Google Analytics, Digital Media, Facebook
Education
Florida State University 1980 — 1982
Bachelor of Science (B.S.), International Relations and Affairs
Florida State University 1980 — 1982
B.S, International Affairs
Jay High School 1970 — 1975
High School Diploma, General
Frank E. Zugaro, CRPS Frank E. Zugaro, CRPS's Mutual of America Experience May 2003 - June 2013
Job Retirement plan leader helping business owners, executives and their employees achieve retirement success.
Industry Financial Services
Experience
FirstMerit Bank July 2013 - Present
Mutual of America May 2003 - June 2013
Morgan Stanley June 2001 - May 2003
Stow Munroe Falls City School District January 1998 - June 2001
Skills
401k, Investments, Defined Benefit, Defined Contribution, Retirement Plan..., Retirement, IRAs, Retirement Planning, Mutual Funds, Asset Allocation, Pensions, Series 7, Employee Benefits, Strategic Planning, Wealth Management
Education
Kent State University 1993 — 1997
B.S., Mathematics/Education
The University of Akron 1990 — 1993
N/A, Mechanical Engineering
Stow Munroe Falls High School
Stow Munroe Falls High School
FirstMerit Bank July 2013 - Present
Mutual of America May 2003 - June 2013
Morgan Stanley June 2001 - May 2003
Stow Munroe Falls City School District January 1998 - June 2001
Skills
401k, Investments, Defined Benefit, Defined Contribution, Retirement Plan..., Retirement, IRAs, Retirement Planning, Mutual Funds, Asset Allocation, Pensions, Series 7, Employee Benefits, Strategic Planning, Wealth Management
Education
Kent State University 1993 — 1997
B.S., Mathematics/Education
The University of Akron 1990 — 1993
N/A, Mechanical Engineering
Stow Munroe Falls High School
Stow Munroe Falls High School
Nick Giacomo Nick Giacomo's Mutual of America Experience April 2012 - August 2013
Job Production Manager at First Take Filmworks
Industry Media Production
Experience
Northwester Mutual Life Ins Co September 2013 - August 2015
Mutual of America April 2012 - August 2013
Mutual of America January 2010 - April 2012
Bankers Conseco Life Insurance Company July 2009 - December 2009
Skills
Series 6, Social Media, Insurance, Marketing Communications, Investments, Employee Benefits, Customer Service, Public Speaking, Mutual Funds
Education
Marist College 2004 — 2008
Bachelor of Arts (BA), Communication, Cum Laude
Northwester Mutual Life Ins Co September 2013 - August 2015
Mutual of America April 2012 - August 2013
Mutual of America January 2010 - April 2012
Bankers Conseco Life Insurance Company July 2009 - December 2009
Skills
Series 6, Social Media, Insurance, Marketing Communications, Investments, Employee Benefits, Customer Service, Public Speaking, Mutual Funds
Education
Marist College 2004 — 2008
Bachelor of Arts (BA), Communication, Cum Laude
Kerry Haley Kerry Haley's Mutual of America Experience October 2010 - February 2011
Job Marketing Specialist, eBay Advertising at Triad Retail Media
Industry Marketing and Advertising
Experience
Triad Retail Media November 2014 - Present
Wilson RMS September 2013 - October 2014
American Cancer Society February 2013 - September 2013
Staten Island Yankees November 2011 - February 2013
Staten Island Yankees February 2011 - November 2011
Mutual of America October 2010 - February 2011
Markel Corporation June 2009 - June 2010
Markel Corporation June 2008 - June 2009
The Sport Spot October 2003 - October 2007
TransWorld Media (Time Inc May 2006 - September 2006
Skills
Event Planning, Special Events, Advertising, Market Planning, E-mail Management, Data Entry, Corporate Events, Promotional Products, Promoting, Promotions, Volunteer Coordination, Executing Events, Budget Monitoring, Marketing Communications, Private Events, Coordinating Events, Events Organizer, Press Releases, Social Media Marketing, Company Newsletters, Adobe Design Programs, Survey Research, Database Marketing, Event Management, Volunteer Management, Corporate Gifts, Time Management, Social Networking, Events Organisation, Communications..., InDesign, Social Media, Sponsorship, CRM, Fundraising, Newsletters, Sales, Account Management, Management, Nonprofits, Budgets
Education
Saint Joseph's University 2004 — 2008
Bachelor of Science, Business Administration; Marketing; Sports and Entertainment
Macquarie University 2007 — 2007
Marketing
Middletown High School South 2000 — 2004
Triad Retail Media November 2014 - Present
Wilson RMS September 2013 - October 2014
American Cancer Society February 2013 - September 2013
Staten Island Yankees November 2011 - February 2013
Staten Island Yankees February 2011 - November 2011
Mutual of America October 2010 - February 2011
Markel Corporation June 2009 - June 2010
Markel Corporation June 2008 - June 2009
The Sport Spot October 2003 - October 2007
TransWorld Media (Time Inc May 2006 - September 2006
Skills
Event Planning, Special Events, Advertising, Market Planning, E-mail Management, Data Entry, Corporate Events, Promotional Products, Promoting, Promotions, Volunteer Coordination, Executing Events, Budget Monitoring, Marketing Communications, Private Events, Coordinating Events, Events Organizer, Press Releases, Social Media Marketing, Company Newsletters, Adobe Design Programs, Survey Research, Database Marketing, Event Management, Volunteer Management, Corporate Gifts, Time Management, Social Networking, Events Organisation, Communications..., InDesign, Social Media, Sponsorship, CRM, Fundraising, Newsletters, Sales, Account Management, Management, Nonprofits, Budgets
Education
Saint Joseph's University 2004 — 2008
Bachelor of Science, Business Administration; Marketing; Sports and Entertainment
Macquarie University 2007 — 2007
Marketing
Middletown High School South 2000 — 2004
Michele L. Hankin Michele L. Hankin's Mutual of America Experience September 2007 - January 2008
Job Dynamic and Innovative Administrative and Customer Service Specialist Seeks New Job Opportunities
Industry Executive Office
Experience
Self/Independent Contractor August 2009 - 2015
Dress Barn, Inc. February 2009 - July 2009
Tanner/Hadyen Insurance March 2008 - July 2008
Mutual of America September 2007 - January 2008
Ameriprise Financial Services, Inc. June 2007 - October 2007
West Valley Staffing Group February 2007 - April 2007
Adecco Group October 2006 - January 2007
ACT-1 Personnel Services 2005 - 2006
California Furniture Repair and Delivery March 2005 - September 2005
Livermore Software Technology Corporation April 2004 - September 2004
Skills
Interviews, Recruiting, Employee Training, Spanish, Invoicing, New Business Development, Office Management, Office Administration, Proofreading, Customer Service, Translation, Creative Writing, Highly detail oriented, Data Entry, Social Networking, Microsoft Office, Sourcing, Hiring, Temporary Staffing, Training, Type 54 WPM, Microsoft Office 97...., Adult Education, Customer Oriented, Creativity, Food & Beverage, Lead Generation, Research, Academic Tutoring, University Teaching, Microsoft Word, Writing, Creative Problem Solving, Youth Mentoring, Foreign Languages, Educational Leadership, Outstanding time..., Cross-cultural..., Telephone Skills, Telemarketing, Customer Satisfaction, Medical Records, Management, Temporary Placement, Administrative..., Teacher Training, Fedora, Customer Relationship..., Team Leadership, New Hire Orientations
Education
San Francisco State University 1991 — 1998
Master's Degree (M.A), Spanish and English
University of California, Davis 1989 — 1991
Bachelor of Arts, Spanish Language and Literature, 3.95
San Diego State University 1989 — 1989
Summer Study Abroad Program in Guanajuato, Mexico, Spanish American Drama, Spanish composition and grammar, 4.00
Shasta Community College 1988 — 1989
General Education, Spanish, U.S. History, Geology, Art History
Humboldt State University 1986 — 1988
Transferred to UC Davis, Biological Sciences and Spanish, A
Enterprise High School, Redding, California 1982 — 1986
High School Diploma, Advanced High School/College Preparatory program, 3.95
Self/Independent Contractor August 2009 - 2015
Dress Barn, Inc. February 2009 - July 2009
Tanner/Hadyen Insurance March 2008 - July 2008
Mutual of America September 2007 - January 2008
Ameriprise Financial Services, Inc. June 2007 - October 2007
West Valley Staffing Group February 2007 - April 2007
Adecco Group October 2006 - January 2007
ACT-1 Personnel Services 2005 - 2006
California Furniture Repair and Delivery March 2005 - September 2005
Livermore Software Technology Corporation April 2004 - September 2004
Skills
Interviews, Recruiting, Employee Training, Spanish, Invoicing, New Business Development, Office Management, Office Administration, Proofreading, Customer Service, Translation, Creative Writing, Highly detail oriented, Data Entry, Social Networking, Microsoft Office, Sourcing, Hiring, Temporary Staffing, Training, Type 54 WPM, Microsoft Office 97...., Adult Education, Customer Oriented, Creativity, Food & Beverage, Lead Generation, Research, Academic Tutoring, University Teaching, Microsoft Word, Writing, Creative Problem Solving, Youth Mentoring, Foreign Languages, Educational Leadership, Outstanding time..., Cross-cultural..., Telephone Skills, Telemarketing, Customer Satisfaction, Medical Records, Management, Temporary Placement, Administrative..., Teacher Training, Fedora, Customer Relationship..., Team Leadership, New Hire Orientations
Education
San Francisco State University 1991 — 1998
Master's Degree (M.A), Spanish and English
University of California, Davis 1989 — 1991
Bachelor of Arts, Spanish Language and Literature, 3.95
San Diego State University 1989 — 1989
Summer Study Abroad Program in Guanajuato, Mexico, Spanish American Drama, Spanish composition and grammar, 4.00
Shasta Community College 1988 — 1989
General Education, Spanish, U.S. History, Geology, Art History
Humboldt State University 1986 — 1988
Transferred to UC Davis, Biological Sciences and Spanish, A
Enterprise High School, Redding, California 1982 — 1986
High School Diploma, Advanced High School/College Preparatory program, 3.95
Chris Korzen Chris Korzen's Mutual of America Experience April 1997 - Present
Job Asst. Manager, Graphic and Web Design at Mutual of America
Industry Insurance
Experience
Mutual of America April 1997 - Present
Skills
Customer Service, Disaster Recovery, Insurance, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Sales, Social Media
Education
Montclair State University 1981 — 1986
Bachelor of Arts (BA), Concentration in Graphic Design
Mutual of America April 1997 - Present
Skills
Customer Service, Disaster Recovery, Insurance, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Sales, Social Media
Education
Montclair State University 1981 — 1986
Bachelor of Arts (BA), Concentration in Graphic Design
Liane Rosenberg Liane Rosenberg's Mutual of America Experience September 1987 - August 1994
Job Portfolio Manager at EULAV Asset Management
Industry Financial Services
Experience
Value Line Funds November 2009 - Present
MEAG NY May 2008 - December 2008
XL Capital September 2004 - April 2008
Atlantic Mutual Companies August 1994 - August 2004
Mutual of America September 1987 - August 1994
Skills
Fixed Income, Portfolio Management, Asset Managment, Investments, Bonds, Capital Markets, Mutual Funds, Trading, Financial Risk, Bloomberg, Due Diligence, Asset Management, Hedge Funds, Investment Strategies, Equities, Alternative Investments
Education
Fordham Gabelli School of Business
MBA, Finance
University at Albany, SUNY
BA, English, Journalism
Value Line Funds November 2009 - Present
MEAG NY May 2008 - December 2008
XL Capital September 2004 - April 2008
Atlantic Mutual Companies August 1994 - August 2004
Mutual of America September 1987 - August 1994
Skills
Fixed Income, Portfolio Management, Asset Managment, Investments, Bonds, Capital Markets, Mutual Funds, Trading, Financial Risk, Bloomberg, Due Diligence, Asset Management, Hedge Funds, Investment Strategies, Equities, Alternative Investments
Education
Fordham Gabelli School of Business
MBA, Finance
University at Albany, SUNY
BA, English, Journalism
Helena Subotin Helena Subotin's Mutual of America Experience February 2012 - Present
Job Business Analyst at Mutual of America
Industry Financial Services
Experience
Mutual of America February 2012 - Present
Legg Mason December 2006 - July 2011
Okumus Capital April 2004 - December 2006
Citigroup April 2004 - May 2004
Skills
Business Objects, Excel, Business Analysis
Education
Fordham University 1997 — 2001
BS, Finance
Fordham University
Bachelor of Science, Finance
Mutual of America February 2012 - Present
Legg Mason December 2006 - July 2011
Okumus Capital April 2004 - December 2006
Citigroup April 2004 - May 2004
Skills
Business Objects, Excel, Business Analysis
Education
Fordham University 1997 — 2001
BS, Finance
Fordham University
Bachelor of Science, Finance
John Sinopoli John Sinopoli's Mutual of America Experience January 1984 - December 1997
Job Business Analyst at Verizon
Industry Computer Software
Experience
Verizon July 2013 - Present
SAP October 2011 - June 2012
TOWERS WATSON January 1988 - April 2010
Towers Watson January 1988 - March 2010
Towers Perrin January 2001 - January 2006
TOWERS WATSON January 1991 - January 2000
Mutual of America January 1984 - December 1997
Towers Perrin January 1989 - January 1991
Mutual of America January 1988 - January 1989
Mutual of America January 1984 - January 1987
Skills
Customer Relations, Cross-functional Team..., Market Research, Problem Solving, Excel, Business Analysis, Data Analysis, Access, Process Improvement, Requirements Analysis, SQL, Databases, Analysis, Integration, Business Process, Business Process..., Documentation, Microsoft Excel, Training, Management, Marketing, Change Management
Education
Fordham University 1981 — 1984
Bachelor of Science, Marketing; Market Research and Communications
Fordham University 1979 — 1984
BS - Marketing, Communications
Verizon July 2013 - Present
SAP October 2011 - June 2012
TOWERS WATSON January 1988 - April 2010
Towers Watson January 1988 - March 2010
Towers Perrin January 2001 - January 2006
TOWERS WATSON January 1991 - January 2000
Mutual of America January 1984 - December 1997
Towers Perrin January 1989 - January 1991
Mutual of America January 1988 - January 1989
Mutual of America January 1984 - January 1987
Skills
Customer Relations, Cross-functional Team..., Market Research, Problem Solving, Excel, Business Analysis, Data Analysis, Access, Process Improvement, Requirements Analysis, SQL, Databases, Analysis, Integration, Business Process, Business Process..., Documentation, Microsoft Excel, Training, Management, Marketing, Change Management
Education
Fordham University 1981 — 1984
Bachelor of Science, Marketing; Market Research and Communications
Fordham University 1979 — 1984
BS - Marketing, Communications
David Shrum David Shrum's Mutual of America Experience February 1999 - May 2003
Job Business Consultant
Industry Management Consulting
Experience
Shrum Consulting Group June 2012 - Present
Colonial Life March 2012 - June 2012
English Academy of Rio November 2010 - December 2011
Brameri January 2008 - November 2011
GLOBALEYE BRAZIL January 2010 - January 2011
Mahoney & Associates January 2007 - March 2009
Summit Brokerage Services August 2004 - January 2007
RSM McGladrey June 2003 - November 2004
Mutual of America February 1999 - May 2003
Merrill Lynch April 1996 - January 1999
Skills
Wealth Management, Negotiation, Real Estate, Management, Retirement Planning, Coaching, Benefits Administration
Education
University of Illinois at Urbana-Champaign 1974 — 1976
Indiana State University
Shrum Consulting Group June 2012 - Present
Colonial Life March 2012 - June 2012
English Academy of Rio November 2010 - December 2011
Brameri January 2008 - November 2011
GLOBALEYE BRAZIL January 2010 - January 2011
Mahoney & Associates January 2007 - March 2009
Summit Brokerage Services August 2004 - January 2007
RSM McGladrey June 2003 - November 2004
Mutual of America February 1999 - May 2003
Merrill Lynch April 1996 - January 1999
Skills
Wealth Management, Negotiation, Real Estate, Management, Retirement Planning, Coaching, Benefits Administration
Education
University of Illinois at Urbana-Champaign 1974 — 1976
Indiana State University
Ashok Talati Ashok Talati's Mutual of America Experience 1991 - 2000
Job
Industry Computer Software
Experience
LexisNexis March 2014 - Present
CSL Plasma January 2013 - October 2013
Citrix Systems September 2011 - December 2012
Broward County School Board February 2011 - August 2011
MEDNAX March 2010 - November 2010
Alliance Entertainment September 2008 - March 2010
Florida Power & Light April 2007 - September 2008
Kaplan University 2001 - 2006
Office Depot April 2000 - October 2000
Mutual of America 1991 - 2000
Skills
ASP.NET, C#, T-SQL, Microsoft SQL Server
Education
New York Institute of Technology-Old Westbury 1991 — 1993
MBA
Lynn University 1990 — 1991
LexisNexis March 2014 - Present
CSL Plasma January 2013 - October 2013
Citrix Systems September 2011 - December 2012
Broward County School Board February 2011 - August 2011
MEDNAX March 2010 - November 2010
Alliance Entertainment September 2008 - March 2010
Florida Power & Light April 2007 - September 2008
Kaplan University 2001 - 2006
Office Depot April 2000 - October 2000
Mutual of America 1991 - 2000
Skills
ASP.NET, C#, T-SQL, Microsoft SQL Server
Education
New York Institute of Technology-Old Westbury 1991 — 1993
MBA
Lynn University 1990 — 1991
Maria Brophy Maria Brophy's Mutual of America Experience March 2004 - Present
Job Senior Vice President, Planning, Analysis and Risk Manager at Mutual of America
Industry Financial Services
Experience
Mutual of America March 2004 - Present
Skills
Risk Management, Investments, Financial Analysis, Analysis, Insurance, Asset Allocation, Mutual Funds, 401k, Financial Services, Pensions, Employee Benefits, Retirement Planning, Retirement, Management, Fixed Annuities
Education
Hofstra University 1983 — 1988
Bachelor of Business Administration (BBA), Accounting, 3.0
Mutual of America March 2004 - Present
Skills
Risk Management, Investments, Financial Analysis, Analysis, Insurance, Asset Allocation, Mutual Funds, 401k, Financial Services, Pensions, Employee Benefits, Retirement Planning, Retirement, Management, Fixed Annuities
Education
Hofstra University 1983 — 1988
Bachelor of Business Administration (BBA), Accounting, 3.0
Caroline Fanelli's Mutual of America Experience July 2013 - Present
Job Senior Conversion Analyst at Mutual of America
Industry Financial Services
Experience
Mutual of America July 2013 - Present
GreyComm Studios September 2009 - May 2013
Tuesday's Children July 2012 - August 2012
JetBlue Airways June 2011 - August 2011
Skills
Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Facebook, Twitter, Hootsuite, Editing, Press Releases, Blogging, Fundraising, Leadership, Event Planning, Public Speaking
Education
Loyola University Maryland 2009 — 2013
Bachelor of Arts (BA), Communication, General
St. John’s University, Rome, Italy 2011 — 2012
Manhasset High School 2005 — 2009
Mutual of America July 2013 - Present
GreyComm Studios September 2009 - May 2013
Tuesday's Children July 2012 - August 2012
JetBlue Airways June 2011 - August 2011
Skills
Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Facebook, Twitter, Hootsuite, Editing, Press Releases, Blogging, Fundraising, Leadership, Event Planning, Public Speaking
Education
Loyola University Maryland 2009 — 2013
Bachelor of Arts (BA), Communication, General
St. John’s University, Rome, Italy 2011 — 2012
Manhasset High School 2005 — 2009
Ian Leddy's Mutual of America Experience June 2005 - Present
Job manager at Mutual of America
Industry
Experience
Mutual of America June 2005 - Present
Mutual of America June 2005 - Present
Education
Harvard University 1994 — 1998
Mutual of America June 2005 - Present
Mutual of America June 2005 - Present
Education
Harvard University 1994 — 1998
Kenneth Pflug Kenneth Pflug's Mutual of America Experience April 1976 - August 1979
Job Gamification Design Consultant specializing in employee engagement
Industry Design
Experience
Employee Engagement and Gamification Specialist June 2015 - Present
Buck Consultants August 1979 - June 2015
Mutual of America April 1976 - August 1979
Skills
Actuarial Science, Defined Benefit, Defined Contribution, Actuarial Consulting, Pension Administration, Pensions, Employee Benefits, Benefits Administration, Pension Funds, Actuaries, Retirement Plan..., Outsourcing, ERISA, 401k, Mergers & Acquisitions, Deferred Compensation, Health Insurance, Executive Pay, Life Insurance, Retirement, Thought Leadership, Consulting, Employee Engagement, Leadership, Management
Education
Manhattan College 1970 — 1974
BS, Math, Psychology, GPA 3.0
Employee Engagement and Gamification Specialist June 2015 - Present
Buck Consultants August 1979 - June 2015
Mutual of America April 1976 - August 1979
Skills
Actuarial Science, Defined Benefit, Defined Contribution, Actuarial Consulting, Pension Administration, Pensions, Employee Benefits, Benefits Administration, Pension Funds, Actuaries, Retirement Plan..., Outsourcing, ERISA, 401k, Mergers & Acquisitions, Deferred Compensation, Health Insurance, Executive Pay, Life Insurance, Retirement, Thought Leadership, Consulting, Employee Engagement, Leadership, Management
Education
Manhattan College 1970 — 1974
BS, Math, Psychology, GPA 3.0
Rebecca Ruvolo Rebecca Ruvolo's Mutual of America Experience June 2014 - January 2015
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Mutual of America June 2014 - January 2015
Equity Trust Company December 2013 - June 2014
Equity Institutional, A Division of Equity Trust Company April 2012 - November 2013
PNC Investments February 2011 - April 2012
Longbow Research July 2005 - January 2011
National City Bank 2004 - 2005
MBNA 1999 - 2004
Skills
Alternative Investments, Equity Research, Financial Services, Series 7, Series 63, Credit, Banking, Loans, Consumer Lending, Sales, Insurance, annuities
Education
John Carroll University 2002 — 2005
MBA, Finance
The University of Akron 1993 — 1997
BA, Communication
Scottrade January 2015 - Present
Mutual of America June 2014 - January 2015
Equity Trust Company December 2013 - June 2014
Equity Institutional, A Division of Equity Trust Company April 2012 - November 2013
PNC Investments February 2011 - April 2012
Longbow Research July 2005 - January 2011
National City Bank 2004 - 2005
MBNA 1999 - 2004
Skills
Alternative Investments, Equity Research, Financial Services, Series 7, Series 63, Credit, Banking, Loans, Consumer Lending, Sales, Insurance, annuities
Education
John Carroll University 2002 — 2005
MBA, Finance
The University of Akron 1993 — 1997
BA, Communication
Peter Baxter Peter Baxter's Mutual of America Experience 1981 - 1985
Job Senior Vice President at NRECA
Industry Insurance
Experience
NRECA January 2012 - Present
NRECA June 2009 - January 2012
Emerson Resources LLC June 2007 - May 2009
EDS 2005 - 2006
Towers Perrin 2003 - 2005
American Century Investments 1998 - 2003
Buck Consultants 1996 - 1998
Pentegra Retirement Services 1985 - 1996
Mutual of America 1981 - 1985
Skills
Employee Benefits, Vendor Management, Strategy, Process Improvement, Program Management, Leadership, Management, Mergers & Acquisitions, Risk Management, Strategic Planning, Human Resources, Management Consulting, Training, Financial Services, Outsourcing, Business Strategy, Business Intelligence, Business Planning, Insurance, Product Management, Project Portfolio..., Market Research
Education
Massachusetts Institute of Technology - Sloan School of Management
Financial Management for the Technical Executive
Communico leadership training program
Leading with Mastery
Massachusetts Institute of Technology - Sloan School of Management
Developing & Managing a Successful Technology & Product Strategy
Interaction Associates Executive Training Program
Facilitating Change
American Society of Pension Actuaries
Administrative and Qualification Issues of Retirement Plans
National Association of Securities Dealers
Series 6 Registration
University of Arizona 1979 — 1981
BA, Behavioral Sciences
Lycoming College 1977 — 1979
Liberal Arts
NRECA January 2012 - Present
NRECA June 2009 - January 2012
Emerson Resources LLC June 2007 - May 2009
EDS 2005 - 2006
Towers Perrin 2003 - 2005
American Century Investments 1998 - 2003
Buck Consultants 1996 - 1998
Pentegra Retirement Services 1985 - 1996
Mutual of America 1981 - 1985
Skills
Employee Benefits, Vendor Management, Strategy, Process Improvement, Program Management, Leadership, Management, Mergers & Acquisitions, Risk Management, Strategic Planning, Human Resources, Management Consulting, Training, Financial Services, Outsourcing, Business Strategy, Business Intelligence, Business Planning, Insurance, Product Management, Project Portfolio..., Market Research
Education
Massachusetts Institute of Technology - Sloan School of Management
Financial Management for the Technical Executive
Communico leadership training program
Leading with Mastery
Massachusetts Institute of Technology - Sloan School of Management
Developing & Managing a Successful Technology & Product Strategy
Interaction Associates Executive Training Program
Facilitating Change
American Society of Pension Actuaries
Administrative and Qualification Issues of Retirement Plans
National Association of Securities Dealers
Series 6 Registration
University of Arizona 1979 — 1981
BA, Behavioral Sciences
Lycoming College 1977 — 1979
Liberal Arts
Douglas Corp Douglas Corp's Mutual of America Experience March 2014 - October 2014
Job
Industry Financial Services
Experience
The Mutual Fund Store November 2014 - Present
Mutual of America March 2014 - October 2014
PNC February 2012 - February 2014
Skills
Microsoft Office, Management, Sales, Leadership
Education
Kent State University
Bachelor of Finance, Business Finance
The Mutual Fund Store November 2014 - Present
Mutual of America March 2014 - October 2014
PNC February 2012 - February 2014
Skills
Microsoft Office, Management, Sales, Leadership
Education
Kent State University
Bachelor of Finance, Business Finance
Carter Adler's Mutual of America Experience December 2013 - Present
Job Service Manager at Mutual of America
Industry Financial Services
Experience
Mutual of America December 2013 - Present
Mutual of America May 2007 - November 2013
Ypsilanti Community Band June 2008 - October 2009
Ameriprise Financial February 2006 - May 2007
TCF Bank October 2004 - 2005
TCF Bank July 2001 - October 2004
Skills
Analysis, Customer Service, Sales, Investments, Customer Retention, Retirement Planning, Customer Service..., Insurance, Financial Analysis, Process Improvement, Strategic Financial..., Customer Satisfaction, Management, Employee Benefits, Qualified Retirement..., Public Speaking, Leadership
Education
Michigan State University 2004 — 2005
MBA, Business Management
Michigan State University - The Eli Broad College of Business 2004 — 2005
MBA, Business Management
University of Kentucky 1996 — 2000
BA, Music
Mutual of America December 2013 - Present
Mutual of America May 2007 - November 2013
Ypsilanti Community Band June 2008 - October 2009
Ameriprise Financial February 2006 - May 2007
TCF Bank October 2004 - 2005
TCF Bank July 2001 - October 2004
Skills
Analysis, Customer Service, Sales, Investments, Customer Retention, Retirement Planning, Customer Service..., Insurance, Financial Analysis, Process Improvement, Strategic Financial..., Customer Satisfaction, Management, Employee Benefits, Qualified Retirement..., Public Speaking, Leadership
Education
Michigan State University 2004 — 2005
MBA, Business Management
Michigan State University - The Eli Broad College of Business 2004 — 2005
MBA, Business Management
University of Kentucky 1996 — 2000
BA, Music
Kerri McNees, CRPS's Mutual of America Experience June 2004 - Present
Job Account Executive at Mutual of America
Industry Financial Services
Experience
Mutual of America June 2004 - Present
Skills
Investments, Insurance, Employee Benefits, Account Management, Defined Contribution, Retirement Planning, Retirement, Sales, Retirement Plan..., Customer Service, Wealth Management, Defined Benefit, Sales Management, Microsoft Excel, ERISA, 401k, Roth IRA, Social Media, Negotiation, audiology, Qualified Retirement..., Fixed Annuities
Education
Michigan State University 1995 — 2002
Master's degree, Audiology/Audiologist
Mutual of America June 2004 - Present
Skills
Investments, Insurance, Employee Benefits, Account Management, Defined Contribution, Retirement Planning, Retirement, Sales, Retirement Plan..., Customer Service, Wealth Management, Defined Benefit, Sales Management, Microsoft Excel, ERISA, 401k, Roth IRA, Social Media, Negotiation, audiology, Qualified Retirement..., Fixed Annuities
Education
Michigan State University 1995 — 2002
Master's degree, Audiology/Audiologist
Lisa Franck's Mutual of America Experience January 1993 - October 1999
Job Talent Management System Consultant for Ultimate Software
Industry Computer Software
Experience
Ultimate Software September 2013 - Present
Ultimate Software January 2009 - August 2013
Ultimate Software March 2008 - December 2008
Verint Systems (formerly Witness Systems) April 2005 - March 2008
Infor (formerly MAPICS) March 2004 - April 2005
RSM McGladrey Employer Services (formerly MyBenefitSource) September 2001 - August 2003
AmeriPath February 2000 - August 2001
Advanced Consulting Concepts October 1999 - January 2000
Mutual of America January 1993 - October 1999
Borden May 1992 - December 1992
Skills
Human Resources, Recruiting, HRIS, New Hire Orientations, Talent Management, Onboarding, Career Development, Payroll, Succession Planning, Management, Performance Management, SaaS, Personnel Management, Interviews, Employee Benefits, Job Descriptions, Process Improvement
Education
Nova Southeastern University 1995 — 1997
MS, Human Resources
University of Massachusetts Dartmouth 1988 — 1990
BS, Human Resources Management
Middlesex Community College 1986 — 1988
AS, Business
Lynn University 1984 — 1986
Business Administration
Ultimate Software September 2013 - Present
Ultimate Software January 2009 - August 2013
Ultimate Software March 2008 - December 2008
Verint Systems (formerly Witness Systems) April 2005 - March 2008
Infor (formerly MAPICS) March 2004 - April 2005
RSM McGladrey Employer Services (formerly MyBenefitSource) September 2001 - August 2003
AmeriPath February 2000 - August 2001
Advanced Consulting Concepts October 1999 - January 2000
Mutual of America January 1993 - October 1999
Borden May 1992 - December 1992
Skills
Human Resources, Recruiting, HRIS, New Hire Orientations, Talent Management, Onboarding, Career Development, Payroll, Succession Planning, Management, Performance Management, SaaS, Personnel Management, Interviews, Employee Benefits, Job Descriptions, Process Improvement
Education
Nova Southeastern University 1995 — 1997
MS, Human Resources
University of Massachusetts Dartmouth 1988 — 1990
BS, Human Resources Management
Middlesex Community College 1986 — 1988
AS, Business
Lynn University 1984 — 1986
Business Administration
Alison Rankin, CPA's Mutual of America Experience June 2004 - August 2004
Job Director of Finance, Federation of Organizations
Industry Accounting
Experience
Federation of Organizations October 2014 - Present
MercyFirst November 2013 - October 2014
Holtz Rubenstein Reminick LLP August 2010 - May 2013
Mutual of America June 2004 - August 2004
Skills
SEC filings, Internal Controls, GAAP, Auditing, Accounting, Financial Reporting, Income Tax, Tax Preparation, CPA, General Ledger, Financial Accounting, SOX 404, Tax Returns, Corporate Tax, Non-profits, HUD, A-133, CFR, Pensions, Form 5500, 403 b, 401k
Education
Hofstra University 2002 — 2007
Hofstra University 2003 — 2005
Bachelor of Business Administration (BBA), Accounting
Calhoun 1997 — 2001
Federation of Organizations October 2014 - Present
MercyFirst November 2013 - October 2014
Holtz Rubenstein Reminick LLP August 2010 - May 2013
Mutual of America June 2004 - August 2004
Skills
SEC filings, Internal Controls, GAAP, Auditing, Accounting, Financial Reporting, Income Tax, Tax Preparation, CPA, General Ledger, Financial Accounting, SOX 404, Tax Returns, Corporate Tax, Non-profits, HUD, A-133, CFR, Pensions, Form 5500, 403 b, 401k
Education
Hofstra University 2002 — 2007
Hofstra University 2003 — 2005
Bachelor of Business Administration (BBA), Accounting
Calhoun 1997 — 2001
Roger Rooney's Mutual of America Experience
Job VP at Mutual of America
Industry Insurance
Experience
Mutual of America
Skills
Public Speaking, Risk Management, Social Media, Customer Service, Digital Marketing, Microsoft Office, Marketing Strategy, Advertising, Financial Risk, Change Management, Negotiation, Series 6, Microsoft Excel, Financial Analysis, 401k, Defined Benefit, Defined Contribution, ERISA, Insurance, Leadership, Marketing, Qualified Retirement..., Research, Retirement Plan..., Social Networking, Strategic Planning
Education
Fordham University 1971 — 1976
BA, MA, History
Mutual of America
Skills
Public Speaking, Risk Management, Social Media, Customer Service, Digital Marketing, Microsoft Office, Marketing Strategy, Advertising, Financial Risk, Change Management, Negotiation, Series 6, Microsoft Excel, Financial Analysis, 401k, Defined Benefit, Defined Contribution, ERISA, Insurance, Leadership, Marketing, Qualified Retirement..., Research, Retirement Plan..., Social Networking, Strategic Planning
Education
Fordham University 1971 — 1976
BA, MA, History
James Kepple's Mutual of America Experience June 2006 - December 2006
Job Tax Analyst at Vistaprint
Industry Accounting
Experience
Vistaprint September 2013 - Present
Grant Thornton LLP January 2011 - September 2013
State Street Corporation April 2007 - August 2009
Mutual of America June 2006 - December 2006
Skills
Tax, Tax Accounting, Income Tax, Corporate Tax, CPA, International Tax, Partnership Taxation, Tax Preparation, Tax Research, Tax Returns, State Tax
Education
Suffolk University 2009 — 2010
Master of Science in Taxation, Taxation
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Vistaprint September 2013 - Present
Grant Thornton LLP January 2011 - September 2013
State Street Corporation April 2007 - August 2009
Mutual of America June 2006 - December 2006
Skills
Tax, Tax Accounting, Income Tax, Corporate Tax, CPA, International Tax, Partnership Taxation, Tax Preparation, Tax Research, Tax Returns, State Tax
Education
Suffolk University 2009 — 2010
Master of Science in Taxation, Taxation
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Carmen Gawronski's Mutual of America Experience July 1986 - December 1998
Job Director, IT at Honeywell International
Industry Electrical/Electronic Manufacturing
Experience
Honeywell International December 1998 - Present
Mutual of America July 1986 - December 1998
Education
University of Phoenix 2003 — 2007
MBA, Technology Management
New York University 1990 — 1992
Certification, Telecommunications Analysis
Hofstra University 1982 — 1986
BBA, Information Systems
Honeywell International December 1998 - Present
Mutual of America July 1986 - December 1998
Education
University of Phoenix 2003 — 2007
MBA, Technology Management
New York University 1990 — 1992
Certification, Telecommunications Analysis
Hofstra University 1982 — 1986
BBA, Information Systems
Brian Munnelly's Mutual of America Experience September 1988 - October 1991
Job Director, Individual Client Services
Industry Financial Services
Experience
TIAA-CREF October 1991 - Present
Mutual of America September 1988 - October 1991
mutual of america 1988 - 1991
Education
Fordham University 1984 — 1988
TIAA-CREF October 1991 - Present
Mutual of America September 1988 - October 1991
mutual of america 1988 - 1991
Education
Fordham University 1984 — 1988
John P. Middleton, CFA, CAIA, AIF®'s Mutual of America Experience July 1999 - August 2001
Job Board Member at North Hunterdon High School Education Foundation
Industry Investment Management
Experience
Brighton Financial Planning January 2010 - Present
Junior Lions/Green and Gold Lacrosse August 2010 - Present
North Hunterdon High School Education Foundation February 2014 - June 2015
Brighton Financial Planning, Inc. August 2008 - January 2010
INVESCO August 2001 - August 2008
Mutual of America July 1999 - August 2001
Raymond James Financial 1992 - 1999
Chubb & Son, Inc. 1989 - 1992
Skills
Investments, Asset Managment, Asset Allocation, Equities, Investment Strategies, Portfolio Management, Mutual Funds, Investment Advisory, Fixed Income, Investment Management, Strategic Financial..., Personal Financial..., Estate Planning, Retirement Planning, Financial Services, Finance
Education
University of Tampa 1989 — 1993
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts, Political Science
Florida State University 2010 — 2011
Certificate, Financial Planning
Immaculata HS 1980 — 1984
Brighton Financial Planning January 2010 - Present
Junior Lions/Green and Gold Lacrosse August 2010 - Present
North Hunterdon High School Education Foundation February 2014 - June 2015
Brighton Financial Planning, Inc. August 2008 - January 2010
INVESCO August 2001 - August 2008
Mutual of America July 1999 - August 2001
Raymond James Financial 1992 - 1999
Chubb & Son, Inc. 1989 - 1992
Skills
Investments, Asset Managment, Asset Allocation, Equities, Investment Strategies, Portfolio Management, Mutual Funds, Investment Advisory, Fixed Income, Investment Management, Strategic Financial..., Personal Financial..., Estate Planning, Retirement Planning, Financial Services, Finance
Education
University of Tampa 1989 — 1993
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts, Political Science
Florida State University 2010 — 2011
Certificate, Financial Planning
Immaculata HS 1980 — 1984
Amit Eisinger's Mutual of America Experience December 2011 - Present
Job Associate Account Executive, Field Consulting Services at Mutual of America
Industry Financial Services
Experience
Mutual of America December 2011 - Present
Global Development Summits January 2010 - January 2012
RBC PROFESSIONAL TRADERS GROUP December 2004 - January 2010
International University of Japan April 2003 - August 2003
BANK LEUMI LEISRAEL June 2001 - August 2001
Skills
Portfolio Management, Financial Analysis, Management, Investments, Equities, Strategy, Securities, Trading, Series 7, Sales, Risk Management, Entrepreneurship, Asset Management, CRM
Education
University of Florida
Bachelors of Science, Business Administration - Decision and Information Sciences
Florence Study Center
University of Florida 1998 — 2003
Master of Arts, Business Administration - International Business
International University of Japan
Mutual of America December 2011 - Present
Global Development Summits January 2010 - January 2012
RBC PROFESSIONAL TRADERS GROUP December 2004 - January 2010
International University of Japan April 2003 - August 2003
BANK LEUMI LEISRAEL June 2001 - August 2001
Skills
Portfolio Management, Financial Analysis, Management, Investments, Equities, Strategy, Securities, Trading, Series 7, Sales, Risk Management, Entrepreneurship, Asset Management, CRM
Education
University of Florida
Bachelors of Science, Business Administration - Decision and Information Sciences
Florence Study Center
University of Florida 1998 — 2003
Master of Arts, Business Administration - International Business
International University of Japan
Gregory Hibbert, CRPS®'s Mutual of America Experience January 2011 - Present
Job Service Manager at Mutual of America
Industry Financial Services
Experience
Mutual of America January 2011 - Present
Mutual of America January 2007 - December 2010
Mutual of America March 2005 - December 2006
Mutual of America June 2003 - February 2005
Mutual of America January 2002 - June 2003
Mutual of America June 2001 - January 2002
TD WATERHOUSE INVESTOR SERVICES INC May 2000 - January 2001
E*TRADE SECURITIES, INC January 2000 - April 2000
CHASE MANHATTAN BANK January 1994 - January 2000
GREENPOINT SAVINGS BANK January 1992 - January 1994
Skills
Mutual Funds, Employee Benefits, Series 7, Management, Retirement, Securities, Customer Service, Sales, Finance, Banking, 401k, Series 63, Series 6, Retirement Planning, Auditing, Investments, Pensions, IRAs, Insurance, Asset Allocation, Financial Services, Defined Contribution, Variable Annuities, Roth IRA
Education
Five Towns College 1992 — 1994
Business Management
Hampton University 1990 — 1992
Architecture
Nassau Community College 1990 — 1991
Mutual of America January 2011 - Present
Mutual of America January 2007 - December 2010
Mutual of America March 2005 - December 2006
Mutual of America June 2003 - February 2005
Mutual of America January 2002 - June 2003
Mutual of America June 2001 - January 2002
TD WATERHOUSE INVESTOR SERVICES INC May 2000 - January 2001
E*TRADE SECURITIES, INC January 2000 - April 2000
CHASE MANHATTAN BANK January 1994 - January 2000
GREENPOINT SAVINGS BANK January 1992 - January 1994
Skills
Mutual Funds, Employee Benefits, Series 7, Management, Retirement, Securities, Customer Service, Sales, Finance, Banking, 401k, Series 63, Series 6, Retirement Planning, Auditing, Investments, Pensions, IRAs, Insurance, Asset Allocation, Financial Services, Defined Contribution, Variable Annuities, Roth IRA
Education
Five Towns College 1992 — 1994
Business Management
Hampton University 1990 — 1992
Architecture
Nassau Community College 1990 — 1991
Joe Gerardi's Mutual of America Experience January 2010 - Present
Job Associate Account Executive Field Consulting Services at Mutual of America
Industry Financial Services
Experience
Mutual of America January 2010 - Present
Fidelity Investments July 2007 - December 2008
Fidelity Investments November 2004 - July 2007
Education
Fairfield University 1999 — 2003
BS, Accounting
St. Peter Marian 1996 — 1999
Mutual of America January 2010 - Present
Fidelity Investments July 2007 - December 2008
Fidelity Investments November 2004 - July 2007
Education
Fairfield University 1999 — 2003
BS, Accounting
St. Peter Marian 1996 — 1999
Corinne Joffe's Mutual of America Experience March 2015 - Present
Job Vice President at Mutual of America
Industry Internet
Experience
Mutual of America March 2015 - Present
Mutual of America March 2013 - Present
Mutual of America January 2001 - March 2013
Mutual of America January 2001 - May 2011
Prudential Property and Casualty May 1995 - December 2000
Prudential Insurance June 1994 - May 1995
Skills
Visual Basic, ASP, ASP.NET, Microsoft SQL Server, JavaScript, Web Applications, Project Management, ADO.NET, Integration, .NET, Databases, Leadership, Management, SDLC, Software Project..., Web Development
Education
Monmouth University 1995 — 2000
MBA, Business Administration
Lafayette College 1990 — 1994
BA, Computer Science
Watchung Hills Regional High School 1986 — 1990
Mutual of America March 2015 - Present
Mutual of America March 2013 - Present
Mutual of America January 2001 - March 2013
Mutual of America January 2001 - May 2011
Prudential Property and Casualty May 1995 - December 2000
Prudential Insurance June 1994 - May 1995
Skills
Visual Basic, ASP, ASP.NET, Microsoft SQL Server, JavaScript, Web Applications, Project Management, ADO.NET, Integration, .NET, Databases, Leadership, Management, SDLC, Software Project..., Web Development
Education
Monmouth University 1995 — 2000
MBA, Business Administration
Lafayette College 1990 — 1994
BA, Computer Science
Watchung Hills Regional High School 1986 — 1990
Darryl Robbins's Mutual of America Experience 1995 - Present
Job Participant Account Executive
Industry Financial Services
Experience
Mutual of America 1995 - Present
Education
Lewis and Clark College 1970 — 1974
Mutual of America 1995 - Present
Education
Lewis and Clark College 1970 — 1974
Diana Glynn's Mutual of America Experience August 1995 - Present
Job Vice President, Internal Audit at Mutual of America
Industry Financial Services
Experience
Mutual of America August 1995 - Present
Dime Savings Bank 1990 - 1992
Skills
Auditing, Financial Reporting, Financial Analysis, Accounting, Financial Risk, Risk Management, Sarbanes-Oxley Act, Strategic Financial..., Process Improvement, Due Diligence, Financial Modeling, Internal Controls, Managerial Finance
Education
State University of New York at Albany 1991 — 1995
MS, Accounting
Hofstra University
BBA, Management Information Systems, General
Mutual of America August 1995 - Present
Dime Savings Bank 1990 - 1992
Skills
Auditing, Financial Reporting, Financial Analysis, Accounting, Financial Risk, Risk Management, Sarbanes-Oxley Act, Strategic Financial..., Process Improvement, Due Diligence, Financial Modeling, Internal Controls, Managerial Finance
Education
State University of New York at Albany 1991 — 1995
MS, Accounting
Hofstra University
BBA, Management Information Systems, General
Dinny FitzPatrick's Mutual of America Experience September 2008 - Present
Job Vice President & Associate General Counsel at Mutual of America
Industry Financial Services
Experience
Mutual of America September 2008 - Present
Wyeth (now Pfizer) July 2007 - September 2008
Simpson Thacher & Bartlett LLP October 2003 - June 2007
United States District Court for the District of New Jersey September 2002 - September 2003
Kaye Scholer LLP May 2001 - August 2001
Microcore Computer Consultants December 1997 - August 1999
Food Network 1995 - 1997
Skills
Litigation, Pharmaceutical Industry, Securities Litigation, Business Transactions, Investment Advisers Act, Broker-Dealer Compliance, Corporate Internal..., GIPS Compliance, Compliance Procedures, Corporate Law, Corporate Contracts, Corporate Agreements, General Corporate..., Audio Equipment, Consumer Electronics, Consumer Goods, Mutual Funds, FINRA, Antitrust Law, Mergers, Advertising Law, Copy Editing, Securities Regulation, AML, Anti Money Laundering, FTC, False Advertising, Variable Annuities, Separate Accounts, Bylined Articles, Corporate Governance, Commercial Litigation, Due Diligence, Insurance Law, Trademarks, Appeals, Civil Litigation, ERISA
Education
Maurice A. Deane School of Law at Hofstra University 1999 — 2002
J.D., Law
Vassar College 1991 — 1995
B.A., American Studies
Fieldston School 1987 — 1991
High School
Mutual of America September 2008 - Present
Wyeth (now Pfizer) July 2007 - September 2008
Simpson Thacher & Bartlett LLP October 2003 - June 2007
United States District Court for the District of New Jersey September 2002 - September 2003
Kaye Scholer LLP May 2001 - August 2001
Microcore Computer Consultants December 1997 - August 1999
Food Network 1995 - 1997
Skills
Litigation, Pharmaceutical Industry, Securities Litigation, Business Transactions, Investment Advisers Act, Broker-Dealer Compliance, Corporate Internal..., GIPS Compliance, Compliance Procedures, Corporate Law, Corporate Contracts, Corporate Agreements, General Corporate..., Audio Equipment, Consumer Electronics, Consumer Goods, Mutual Funds, FINRA, Antitrust Law, Mergers, Advertising Law, Copy Editing, Securities Regulation, AML, Anti Money Laundering, FTC, False Advertising, Variable Annuities, Separate Accounts, Bylined Articles, Corporate Governance, Commercial Litigation, Due Diligence, Insurance Law, Trademarks, Appeals, Civil Litigation, ERISA
Education
Maurice A. Deane School of Law at Hofstra University 1999 — 2002
J.D., Law
Vassar College 1991 — 1995
B.A., American Studies
Fieldston School 1987 — 1991
High School
Nicholas Curabba's Mutual of America Experience March 2009 - Present
Job at Mutual of America
Industry Law Practice
Experience
Mutual of America March 2009 - Present
Thelen Reid Brown Raysman & Steiner LLP October 2006 - October 2007
Education
George Mason University 1996 — 1999
J.D., Law
The George Washington University 1993 — 1995
M.A., American History
New York University 1989 — 1993
Mutual of America March 2009 - Present
Thelen Reid Brown Raysman & Steiner LLP October 2006 - October 2007
Education
George Mason University 1996 — 1999
J.D., Law
The George Washington University 1993 — 1995
M.A., American History
New York University 1989 — 1993
Arturo Losada's Mutual of America Experience June 1989 - March 1998
Job Senior Computer Specialist at DC Government
Industry Government Administration
Experience
DC Government November 2002 - Present
Keller Williams Real Estate 2012 - 2014
Mainline Information Systems April 1998 - September 2002
Mutual of America June 1989 - March 1998
Skills
Active Directory, SharePoint, System Administration, Windows Server, Visio, Servers, Disaster Recovery, Security, Program Management, VMware, Network Security, Software Documentation, Databases, Troubleshooting, Policy, Virtualization, Windows 7, Requirements Analysis, IT Management, Data Analysis
Education
Florida International University 1971 — 1975
Computer Science
Miami Dade College 1968 — 1970
Computer and Information Sciences and Support Services
DC Government November 2002 - Present
Keller Williams Real Estate 2012 - 2014
Mainline Information Systems April 1998 - September 2002
Mutual of America June 1989 - March 1998
Skills
Active Directory, SharePoint, System Administration, Windows Server, Visio, Servers, Disaster Recovery, Security, Program Management, VMware, Network Security, Software Documentation, Databases, Troubleshooting, Policy, Virtualization, Windows 7, Requirements Analysis, IT Management, Data Analysis
Education
Florida International University 1971 — 1975
Computer Science
Miami Dade College 1968 — 1970
Computer and Information Sciences and Support Services
John Fierfelder's Mutual of America Experience January 1988 - March 2000
Job Owner
Industry Computer Software
Experience
MIJAENT August 2013 - Present
Self Employed August 2013 - Present
Mine August 2013 - Present
IBM March 2000 - September 2002
Mutual of America January 1988 - March 2000
Mutual of America 1988 - 2000
Skills
Software Documentation, IT Management, Troubleshooting, Operating Systems, Project Management, Facilities Management, Operating Budgets, Management, Outlook, Windows, Customer Service, Team Building, Visio, Program Management, Budgets, Team Leadership
Education
Florida Atlantic University 1968 — 1972
BS, Computer science
MIJAENT August 2013 - Present
Self Employed August 2013 - Present
Mine August 2013 - Present
IBM March 2000 - September 2002
Mutual of America January 1988 - March 2000
Mutual of America 1988 - 2000
Skills
Software Documentation, IT Management, Troubleshooting, Operating Systems, Project Management, Facilities Management, Operating Budgets, Management, Outlook, Windows, Customer Service, Team Building, Visio, Program Management, Budgets, Team Leadership
Education
Florida Atlantic University 1968 — 1972
BS, Computer science
Eric Ousley's Mutual of America Experience September 2009 - November 2011
Job Portfolio Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
BuckinghamAdvisor August 2011 - Present
Mutual of America September 2009 - November 2011
Charles Schwab June 1999 - June 2009
Skills
Portfolio Management, Wealth Management
Education
Manchester University 1995 — 1999
BS, Business
BuckinghamAdvisor August 2011 - Present
Mutual of America September 2009 - November 2011
Charles Schwab June 1999 - June 2009
Skills
Portfolio Management, Wealth Management
Education
Manchester University 1995 — 1999
BS, Business
John Terwilliger's Mutual of America Experience September 1998 - Present
Job SVP of Facilities Boca Raton at Mutual of America
Industry Financial Services
Experience
Mutual of America September 1998 - Present
Skills
Process Improvement, Strategic Planning, Team Leadership, Customer Service, Leadership, Contract Negotiation, Cross-functional Team..., Budgets, Training, Program Management, Public Speaking, Negotiation
Education
Florida Institute of Technology 1982 — 1987
BS, Management
Mutual of America September 1998 - Present
Skills
Process Improvement, Strategic Planning, Team Leadership, Customer Service, Leadership, Contract Negotiation, Cross-functional Team..., Budgets, Training, Program Management, Public Speaking, Negotiation
Education
Florida Institute of Technology 1982 — 1987
BS, Management
Katie Golden's Mutual of America Experience 2009 - 2009
Job Project Manager, J.P. Morgan Securities
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
JPMorgan Chase February 2013 - January 2014
JPMorgan Chase July 2012 - February 2013
JPMorgan Chase July 2010 - June 2012
Mutual of America 2009 - 2009
Skills
Microsoft Office, Data Analysis, Equities, Securities
Education
Harvard University 2006 — 2010
B.A., Economics
JPMorgan Chase January 2014 - Present
JPMorgan Chase February 2013 - January 2014
JPMorgan Chase July 2012 - February 2013
JPMorgan Chase July 2010 - June 2012
Mutual of America 2009 - 2009
Skills
Microsoft Office, Data Analysis, Equities, Securities
Education
Harvard University 2006 — 2010
B.A., Economics
Brian Severin, MBA, CRPS's Mutual of America Experience January 2000 - Present
Job Sr. Regional Vice President at Mutual of America
Industry Financial Services
Experience
Mutual of America January 2000 - Present
The Boeing Company June 1998 - October 1999
Skills
401k, Employee Benefits, Investments, Defined Benefit, Deferred Compensation, Mutual Funds
Education
Loyola Marymount University 1994 — 1998
BBA, Business
Servite High School, College Preparatory 1990 — 1994
Loyola Marymount University, College of Business Administration
Business Administration - Finance
Mutual of America January 2000 - Present
The Boeing Company June 1998 - October 1999
Skills
401k, Employee Benefits, Investments, Defined Benefit, Deferred Compensation, Mutual Funds
Education
Loyola Marymount University 1994 — 1998
BBA, Business
Servite High School, College Preparatory 1990 — 1994
Loyola Marymount University, College of Business Administration
Business Administration - Finance
Sean Welsh's Mutual of America Experience June 2010 - July 2010
Job Hedge Manager at Compass Analytics, LLC
Industry Financial Services
Experience
Compass Analytics, LLC January 2014 - Present
BNY Mellon August 2012 - December 2013
Stratex Oil & Gas, Inc December 2010 - August 2012
Auriga USA March 2012 - June 2012
Lynden Capital, LLC December 2010 - March 2012
Mutual of America June 2010 - July 2010
Merrill Lynch Global Private Client Group May 2009 - August 2009
Skills
Auditing, Bloomberg, Investments, Financial Analysis, Financial Modeling, Fixed Income, PowerPoint, Microsoft Excel
Education
Fordham University 2007 — 2011
B.S, Business Administration; Finance
Chaminade High School 2003 — 2007
Compass Analytics, LLC January 2014 - Present
BNY Mellon August 2012 - December 2013
Stratex Oil & Gas, Inc December 2010 - August 2012
Auriga USA March 2012 - June 2012
Lynden Capital, LLC December 2010 - March 2012
Mutual of America June 2010 - July 2010
Merrill Lynch Global Private Client Group May 2009 - August 2009
Skills
Auditing, Bloomberg, Investments, Financial Analysis, Financial Modeling, Fixed Income, PowerPoint, Microsoft Excel
Education
Fordham University 2007 — 2011
B.S, Business Administration; Finance
Chaminade High School 2003 — 2007
Rayon Richards, CFE, CIA's Mutual of America Experience April 2008 - November 2009
Job Auditor at EmblemHealth
Industry Accounting
Experience
EmblemHealth May 2014 - Present
Liberty Travel February 2013 - April 2014
SCO Family of Services September 2009 - January 2014
United Building Maintenance Group, Inc. September 2011 - November 2012
Pfizer June 2010 - June 2011
Mutual of America April 2008 - November 2009
BNY Mellon December 2006 - April 2008
UBS January 2006 - December 2006
Skills
Accounting, Auditing, Compliance SOX, FINRA, Taxations, ACL, Sarbanes-Oxley Act, Internal Audit, Tax, Internal Controls, Access Lists, Finance, Management, Risk Management, Account Reconciliation, Payroll, Financial Analysis
Education
Fordham University 2003 — 2005
BS, Accountant
State University of New York at Albany 2001 — 2003
Accounting
EmblemHealth May 2014 - Present
Liberty Travel February 2013 - April 2014
SCO Family of Services September 2009 - January 2014
United Building Maintenance Group, Inc. September 2011 - November 2012
Pfizer June 2010 - June 2011
Mutual of America April 2008 - November 2009
BNY Mellon December 2006 - April 2008
UBS January 2006 - December 2006
Skills
Accounting, Auditing, Compliance SOX, FINRA, Taxations, ACL, Sarbanes-Oxley Act, Internal Audit, Tax, Internal Controls, Access Lists, Finance, Management, Risk Management, Account Reconciliation, Payroll, Financial Analysis
Education
Fordham University 2003 — 2005
BS, Accountant
State University of New York at Albany 2001 — 2003
Accounting
Susan Watson's Mutual of America Experience January 1988 - Present
Job Senior Vice President, Office of Technology
Industry Information Technology and Services
Experience
Mutual of America January 1988 - Present
Skills
IT Management, Business Analysis, SDLC, Microsoft SQL Server, Disaster Recovery, Software Documentation, Visio, Vendor Management, Integration, PMP, Project Management, Enterprise Architecture, SQL, Requirements Analysis
Education
Florida Atlantic University 1988 — 1991
BBA, Computer Information Systems
Mutual of America January 1988 - Present
Skills
IT Management, Business Analysis, SDLC, Microsoft SQL Server, Disaster Recovery, Software Documentation, Visio, Vendor Management, Integration, PMP, Project Management, Enterprise Architecture, SQL, Requirements Analysis
Education
Florida Atlantic University 1988 — 1991
BBA, Computer Information Systems
Salvatore Alcamo's Mutual of America Experience March 1990 - August 2006
Job Project Solutions Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
TIAA-CREF August 2006 - Present
Mutual of America March 1990 - August 2006
Skills
Wealth Management, Process Improvement, Asset Allocation, Retirement Planning, Team Building, Series 63, Series 7, Relationship Management, Financial Services, Retirement, Insurance, 401k, Portfolio Management, Securities, Strategic Financial..., Management, Mutual Funds, Fixed Annuities, IRAs, Financial Planning
Education
Ellis University 2009 — 2011
MBA, Leadership
Queens College 1979 — 1984
BA, Liberal Arts
TIAA-CREF March 2014 - Present
TIAA-CREF August 2006 - Present
Mutual of America March 1990 - August 2006
Skills
Wealth Management, Process Improvement, Asset Allocation, Retirement Planning, Team Building, Series 63, Series 7, Relationship Management, Financial Services, Retirement, Insurance, 401k, Portfolio Management, Securities, Strategic Financial..., Management, Mutual Funds, Fixed Annuities, IRAs, Financial Planning
Education
Ellis University 2009 — 2011
MBA, Leadership
Queens College 1979 — 1984
BA, Liberal Arts
Joseph J. DiGuglielmo's Mutual of America Experience June 2001 - Present
Job Associate Account Executive at Mutual of America ChFC CRPS
Industry Financial Services
Experience
Mutual of America June 2001 - Present
Skills
401k, Life Insurance, Retirement Planning, Series 63, Series 7, Marketing, Fixed Annuities, ERISA, Mutual Funds, Insurance, Retirement, Employee Benefits, Sales
Education
Iona College 1989 — 1994
Bachelor of Arts (B.A.), Public Relations
Iona College
Bachelor of Arts (BA), Communication and Media Studies
Mutual of America June 2001 - Present
Skills
401k, Life Insurance, Retirement Planning, Series 63, Series 7, Marketing, Fixed Annuities, ERISA, Mutual Funds, Insurance, Retirement, Employee Benefits, Sales
Education
Iona College 1989 — 1994
Bachelor of Arts (B.A.), Public Relations
Iona College
Bachelor of Arts (BA), Communication and Media Studies
James L Gaddis's Mutual of America Experience May 1990 - March 1997
Job Author Richard Gatlin and the Confederate Defense of Eastern North Carolina
Industry Writing and Editing
Experience
Author, Musician, Economist January 2014 - Present
East Carolina University September 2002 - December 2013
Contentnea Monument Company 1997 - 2002
Mutual of America May 1990 - March 1997
Pratt & Whitney March 1982 - May 1990
Skills
Databases, SQL, SharePoint, Business Analysis, Microsoft Office, Project Management, JavaScript, Research, Public Speaking, HTML, System Administration, XML
Education
North Carolina State University 1966 — 1973
BA, Economics
East Carolina University
Graduate Studies in History and Business Admin
Author, Musician, Economist January 2014 - Present
East Carolina University September 2002 - December 2013
Contentnea Monument Company 1997 - 2002
Mutual of America May 1990 - March 1997
Pratt & Whitney March 1982 - May 1990
Skills
Databases, SQL, SharePoint, Business Analysis, Microsoft Office, Project Management, JavaScript, Research, Public Speaking, HTML, System Administration, XML
Education
North Carolina State University 1966 — 1973
BA, Economics
East Carolina University
Graduate Studies in History and Business Admin
Matthew Rocco's Mutual of America Experience July 1997 - August 2000
Job Purchase and Property Unit at NJ Judiciary
Industry Pharmaceuticals
Experience
New Jersey Judiciary-Administrative Office of the Courts September 2013 - Present
Jefferies & Company August 2012 - September 2013
PharmaNet Development Group, Inc. October 2006 - July 2012
Tommy Hilfiger 2000 - 2006
Mutual of America July 1997 - August 2000
Viacom International Inc January 1989 - May 1997
NEC 1983 - 1989
Skills
Fleet Management, Procurement, Negotiation, Program Management, Global Sourcing, Vendor Management, Supply Management, Supply Chain, Supply Chain Management, Inventory Management, Logistics, Management, Budgets, Analysis, Retail, Forecasting, Outsourcing, Purchasing
Education
LIU Post 1984 — 1989
MBA, Management
Fordham University 1978 — 1982
BA, Political Science
New Jersey Judiciary-Administrative Office of the Courts September 2013 - Present
Jefferies & Company August 2012 - September 2013
PharmaNet Development Group, Inc. October 2006 - July 2012
Tommy Hilfiger 2000 - 2006
Mutual of America July 1997 - August 2000
Viacom International Inc January 1989 - May 1997
NEC 1983 - 1989
Skills
Fleet Management, Procurement, Negotiation, Program Management, Global Sourcing, Vendor Management, Supply Management, Supply Chain, Supply Chain Management, Inventory Management, Logistics, Management, Budgets, Analysis, Retail, Forecasting, Outsourcing, Purchasing
Education
LIU Post 1984 — 1989
MBA, Management
Fordham University 1978 — 1982
BA, Political Science
Scott Wernecke, CRPS's Mutual of America Experience November 2010 - March 2013
Job Client Relationship Manager
Industry Financial Services
Experience
Mammini Company April 2013 - Present
Mutual of America November 2010 - March 2013
T. Rowe Price April 2010 - November 2010
T. Rowe Price February 2008 - April 2010
Skills
Series 6, Sales, Retirement Planning, Series 63, Series 7, Account Management, Financial Analysis, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Marketing, Marketing Strategy, Cold Calling, CRPS, Licensed Life & Health..., Variable Annuities, Annuity Sales, 403 b, 401k, 457 Plans, Relationship Management, Retirement Plan..., Asset Allocation, CRM databases
Education
Miami University 2001 — 2005
Bachelor's, Marketing
Miami University 2001 — 2005
Mammini Company April 2013 - Present
Mutual of America November 2010 - March 2013
T. Rowe Price April 2010 - November 2010
T. Rowe Price February 2008 - April 2010
Skills
Series 6, Sales, Retirement Planning, Series 63, Series 7, Account Management, Financial Analysis, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Marketing, Marketing Strategy, Cold Calling, CRPS, Licensed Life & Health..., Variable Annuities, Annuity Sales, 403 b, 401k, 457 Plans, Relationship Management, Retirement Plan..., Asset Allocation, CRM databases
Education
Miami University 2001 — 2005
Bachelor's, Marketing
Miami University 2001 — 2005
Mitch Hanning's Mutual of America Experience 1993 - 1995
Job Regional Sales Director Oncology South Central at Gilead Sciences
Industry Biotechnology
Experience
Gilead Sciences December 2013 - Present
Seattle Genetics March 2011 - December 2013
Genentech August 2007 - March 2011
Genentech August 2006 - August 2008
Genentech June 2004 - July 2006
Aventis August 2000 - June 2004
Elan 1998 - 2000
Mutual of America 1993 - 1995
Mutual of America 1993 - 1995
Skills
Oncology, Biotechnology, Pharmaceutical Industry, Pharmaceutical Sales, Hematology, Managed Care
Education
Louisiana Tech University 1987 — 1992
MA, Human Relations and Supervision
Saint Clares
Gilead Sciences December 2013 - Present
Seattle Genetics March 2011 - December 2013
Genentech August 2007 - March 2011
Genentech August 2006 - August 2008
Genentech June 2004 - July 2006
Aventis August 2000 - June 2004
Elan 1998 - 2000
Mutual of America 1993 - 1995
Mutual of America 1993 - 1995
Skills
Oncology, Biotechnology, Pharmaceutical Industry, Pharmaceutical Sales, Hematology, Managed Care
Education
Louisiana Tech University 1987 — 1992
MA, Human Relations and Supervision
Saint Clares
Samuel Tejada's Mutual of America Experience July 2014 - Present
Job Participant Account Executive
Industry Financial Services
Experience
Mutual of America July 2014 - Present
Citibank September 2013 - July 2014
Mutual of America January 2011 - September 2013
Citibank February 2006 - December 2010
PriceWaterHouseCoopers August 2005 - March 2006
Price Waterhouse Coopers August 2005 - February 2006
H&R Block January 2004 - January 2006
Skills
Finance, CRM, Analysis, Auditing, Internal Audit, Internal Controls, Accounting, Investments, Project Planning, Financial Services, Sales, Loans, Payroll, Tax, Customer Service, Financial Analysis, Management, Portfolio Management, Relationship Management
Education
Manhattan College 2001 — 2005
Bachelor, Accounting
Manhattan College 2001 — 2005
Bachelor of Science, Accounting
Mutual of America July 2014 - Present
Citibank September 2013 - July 2014
Mutual of America January 2011 - September 2013
Citibank February 2006 - December 2010
PriceWaterHouseCoopers August 2005 - March 2006
Price Waterhouse Coopers August 2005 - February 2006
H&R Block January 2004 - January 2006
Skills
Finance, CRM, Analysis, Auditing, Internal Audit, Internal Controls, Accounting, Investments, Project Planning, Financial Services, Sales, Loans, Payroll, Tax, Customer Service, Financial Analysis, Management, Portfolio Management, Relationship Management
Education
Manhattan College 2001 — 2005
Bachelor, Accounting
Manhattan College 2001 — 2005
Bachelor of Science, Accounting
Erica Mei Ling Leung's Mutual of America Experience November 2007 - Present
Job Jr Claims Processor at Mutual of America
Industry Financial Services
Experience
Mutual of America November 2007 - Present
CW Post Faculty Technology Resource Center January 2007 - May 2007
Gotham Gazette July 2006 - August 2006
C.W. Post Learning Support Center September 2004 - May 2006
Education
LIU Post 2004 — 2007
BS, Information Management Technology
Mutual of America November 2007 - Present
CW Post Faculty Technology Resource Center January 2007 - May 2007
Gotham Gazette July 2006 - August 2006
C.W. Post Learning Support Center September 2004 - May 2006
Education
LIU Post 2004 — 2007
BS, Information Management Technology
Douglas K Buss's Mutual of America Experience September 1997 - Present
Job Training and Education Coordinator at Mutual of America
Industry Financial Services
Experience
Mutual of America September 1997 - Present
Morton's The Steakhouse February 1995 - September 1997
Applebee's October 1987 - February 1995
Education
Florida International University 1984 — 1985
Hospitality Administration/Management
Johnson & Wales University 1982 — 1984
Associate's Degree, Culinary Arts/Chef Training
Union County Vocational Technical Schools 1980 — 1982
Culinary Arts, Cooking and Related Culinary Arts, General
David Brearley High School 1978 — 1982
High School, Business, General
Mutual of America September 1997 - Present
Morton's The Steakhouse February 1995 - September 1997
Applebee's October 1987 - February 1995
Education
Florida International University 1984 — 1985
Hospitality Administration/Management
Johnson & Wales University 1982 — 1984
Associate's Degree, Culinary Arts/Chef Training
Union County Vocational Technical Schools 1980 — 1982
Culinary Arts, Cooking and Related Culinary Arts, General
David Brearley High School 1978 — 1982
High School, Business, General
Ray Yeager's Mutual of America Experience 1991 - 2001
Job President at MOLON LABE Firearms Training, LLC
Industry Sports
Experience
MOLON LABE Firearms Training, LLC February 2013 - Present
Cobb County Police Department April 2007 - January 2015
Cobb County Police Department April 2002 - April 2007
Mutual of America 1991 - 2001
Advanced Telecommunications Corp 1988 - 1990
Tandem Computers 1987 - 1988
Wang Laboratories 1983 - 1987
Four Phase Systems 1977 - 1983
Skills
Criminal Investigations, FTK, Computer Forensics, EnCase, Criminal Justice, Enforcement, Patrol, Investigation, Emergency Management, Field Training Officer, Firearms, Evidence, Public Safety, Law Enforcement..., Homeland Security, Forensic Analysis, Private Investigations, Public Speaking, Project Management, Certified Firearms..., Policy, Police, Training Delivery, Evidence Collection, NRA, Physical Security, Crime Prevention, Field Training, Executive Protection, Surveillance, Executive Management, Law Enforcement..., Glock Armorer, NRA Certified Firearms..., Law Enforcement
Education
Kennesaw State University 2003 — 2008
MPA, Public Administration
Florida International University 1972 — 1975
BS, Statistics
MOLON LABE Firearms Training, LLC February 2013 - Present
Cobb County Police Department April 2007 - January 2015
Cobb County Police Department April 2002 - April 2007
Mutual of America 1991 - 2001
Advanced Telecommunications Corp 1988 - 1990
Tandem Computers 1987 - 1988
Wang Laboratories 1983 - 1987
Four Phase Systems 1977 - 1983
Skills
Criminal Investigations, FTK, Computer Forensics, EnCase, Criminal Justice, Enforcement, Patrol, Investigation, Emergency Management, Field Training Officer, Firearms, Evidence, Public Safety, Law Enforcement..., Homeland Security, Forensic Analysis, Private Investigations, Public Speaking, Project Management, Certified Firearms..., Policy, Police, Training Delivery, Evidence Collection, NRA, Physical Security, Crime Prevention, Field Training, Executive Protection, Surveillance, Executive Management, Law Enforcement..., Glock Armorer, NRA Certified Firearms..., Law Enforcement
Education
Kennesaw State University 2003 — 2008
MPA, Public Administration
Florida International University 1972 — 1975
BS, Statistics
Kyle Witschen's Mutual of America Experience April 2013 - March 2014
Job Trade Desk Associate at Kovack Securities
Industry Financial Services
Experience
Kovack Securities April 2015 - Present
TradeKing March 2014 - April 2015
Mutual of America April 2013 - March 2014
Skills
Financial Analysis, Training & Development, Sales Operations, Adobe Software, Microsoft Technologies, C++, JavaScript, Unix, CSS, Perl, Ubuntu, HTML, XHTML, Orion, Genesys, Mutual Funds, Retirement, Claims Handling, FINRA regulatory..., Analysis, Sales, Customer Service, Insurance, Microsoft Excel, Investments, Microsoft Office, PowerPoint, Microsoft Word
Education
Florida State University - College of Business 2006 — 2010
B.S. Finance, Minor in Computer Science
Kovack Securities April 2015 - Present
TradeKing March 2014 - April 2015
Mutual of America April 2013 - March 2014
Skills
Financial Analysis, Training & Development, Sales Operations, Adobe Software, Microsoft Technologies, C++, JavaScript, Unix, CSS, Perl, Ubuntu, HTML, XHTML, Orion, Genesys, Mutual Funds, Retirement, Claims Handling, FINRA regulatory..., Analysis, Sales, Customer Service, Insurance, Microsoft Excel, Investments, Microsoft Office, PowerPoint, Microsoft Word
Education
Florida State University - College of Business 2006 — 2010
B.S. Finance, Minor in Computer Science
Ilana Gutman, CPA's Mutual of America Experience June 2009 - August 2009
Job Accountant at Trevi Retail LLC
Industry Accounting
Experience
Hubb NYC Properties LLC October 2012 - Present
Rothstein Kass November 2010 - October 2012
Mutual of America June 2009 - August 2009
Skills
Microsoft Excel, Outlook, Microsoft Word, Accounting, Financial Reporting, Microsoft Office, Financial Analysis, Auditing
Education
Muhlenberg College 2006 — 2010
Bachelor of Arts, Accounting and Finance
Hubb NYC Properties LLC October 2012 - Present
Rothstein Kass November 2010 - October 2012
Mutual of America June 2009 - August 2009
Skills
Microsoft Excel, Outlook, Microsoft Word, Accounting, Financial Reporting, Microsoft Office, Financial Analysis, Auditing
Education
Muhlenberg College 2006 — 2010
Bachelor of Arts, Accounting and Finance
Kara Trias's Mutual of America Experience July 2013 - September 2013
Job Senior Assistant Director of Institutional Research at Hofstra University
Industry Higher Education
Experience
Hofstra University September 2013 - Present
Mutual of America July 2013 - September 2013
Mutual of America February 2009 - July 2013
Hofstra University July 2007 - May 2008
Skills
Data Analysis, Access, Databases, SQL, Microsoft Excel, Microsoft SQL Server, Microsoft Office, Research, Database Administration, PowerPoint, Outlook, Database Design, Microsoft Word, Survey Design, Report Writing, SPSS, Statistics, Access Database, Business Analysis, Analysis, Data Warehousing, Survey Research, Quantitative Analytics
Education
Hofstra University 2006 — 2008
MA, Industrial/Organizational Psychology
St. Joseph's College 2002 — 2006
BA, Psychology
Hofstra University September 2013 - Present
Mutual of America July 2013 - September 2013
Mutual of America February 2009 - July 2013
Hofstra University July 2007 - May 2008
Skills
Data Analysis, Access, Databases, SQL, Microsoft Excel, Microsoft SQL Server, Microsoft Office, Research, Database Administration, PowerPoint, Outlook, Database Design, Microsoft Word, Survey Design, Report Writing, SPSS, Statistics, Access Database, Business Analysis, Analysis, Data Warehousing, Survey Research, Quantitative Analytics
Education
Hofstra University 2006 — 2008
MA, Industrial/Organizational Psychology
St. Joseph's College 2002 — 2006
BA, Psychology
Kevin Garland's Mutual of America Experience January 2014 - Present
Job Benefits Estimator with Group Life at Mutual of America
Industry Consumer Services
Experience
Mutual of America January 2014 - Present
Mutual of America November 2012 - January 2014
Clancy Moving Systems 2005 - August 2011
Laidlaw & Company May 2009 - August 2009
Education
Manhattan College
Bachelor's degree, Finance, General
Mutual of America January 2014 - Present
Mutual of America November 2012 - January 2014
Clancy Moving Systems 2005 - August 2011
Laidlaw & Company May 2009 - August 2009
Education
Manhattan College
Bachelor's degree, Finance, General
Catherine Ball's Mutual of America Experience October 1984 - November 1990
Job Adminstrative Assistant/ Business Analyst
Industry Banking
Experience
Provenance Antiques and Design April 2012 - Present
Chase May 1991 - February 1995
Mutual of America October 1984 - November 1990
Skills
Analysis, Administration, Fundraising, Clerical Skills, Clerical Duties, Organizational..., Microsoft Word, Clerical Work, System Administration, Microsoft Office
Education
Laguardia Community College 1977 — 1979
Associate's degree, Data Processing
Provenance Antiques and Design April 2012 - Present
Chase May 1991 - February 1995
Mutual of America October 1984 - November 1990
Skills
Analysis, Administration, Fundraising, Clerical Skills, Clerical Duties, Organizational..., Microsoft Word, Clerical Work, System Administration, Microsoft Office
Education
Laguardia Community College 1977 — 1979
Associate's degree, Data Processing
Brian McIntyre, CEBS's Mutual of America Experience March 2005 - July 2007
Job Sales Consultant at Transamerica Retirement Solutions Institutional Markets
Industry Financial Services
Experience
Diversified November 2008 - Present
Diversified July 2007 - November 2008
Mutual of America March 2005 - July 2007
Skills
401k, Defined Benefit, Retirement, Retirement Plan..., Series 6, Retirement Planning, Pensions
Education
Mount Saint Mary College 1993 — 1997
Bachelor of Arts, Psychology and History/Political Science
Diversified November 2008 - Present
Diversified July 2007 - November 2008
Mutual of America March 2005 - July 2007
Skills
401k, Defined Benefit, Retirement, Retirement Plan..., Series 6, Retirement Planning, Pensions
Education
Mount Saint Mary College 1993 — 1997
Bachelor of Arts, Psychology and History/Political Science
Bonnie Eichhorst Zelazek's Mutual of America Experience July 2001 - Present
Job IT Project Manager at Mutual of America
Industry Information Technology and Services
Experience
Mutual of America July 2001 - Present
Mutual of America 1988 - 2012
Skills
Visio, Disaster Recovery, Microsoft SQL Server, Access, SDLC, DB2, SharePoint, VMware, Mainframe, COBOL, Windows Server, Vendor Management, Visual Basic, Databases, Requirements Analysis, Windows
Education
Hofstra University 1982 — 1985
Bachelor of Science (B.S.), Information Technology
Mutual of America July 2001 - Present
Mutual of America 1988 - 2012
Skills
Visio, Disaster Recovery, Microsoft SQL Server, Access, SDLC, DB2, SharePoint, VMware, Mainframe, COBOL, Windows Server, Vendor Management, Visual Basic, Databases, Requirements Analysis, Windows
Education
Hofstra University 1982 — 1985
Bachelor of Science (B.S.), Information Technology
Adam Deutsch, CRPS's Mutual of America Experience June 2013 - Present
Job Participant Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America June 2013 - Present
Morgan Stanley Wealth Management August 2011 - May 2013
UniFirst Corporation April 2010 - May 2011
See Colleges Below September 2007 - April 2010
State Farm August 2005 - August 2007
Skills
Strategic Financial..., New Business Development, Financial Analysis, Sales, Sales Presentations, Manage Client..., Client Development, Retirement Planning, Series 7, 401k, Mutual Funds, Relationship Management, Employee Benefits, Finance, Financial Planning
Education
Saint John Fisher College 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Monroe Community College
Associate of Science (A.S.), Business Administration and Management, General
Mutual of America June 2013 - Present
Morgan Stanley Wealth Management August 2011 - May 2013
UniFirst Corporation April 2010 - May 2011
See Colleges Below September 2007 - April 2010
State Farm August 2005 - August 2007
Skills
Strategic Financial..., New Business Development, Financial Analysis, Sales, Sales Presentations, Manage Client..., Client Development, Retirement Planning, Series 7, 401k, Mutual Funds, Relationship Management, Employee Benefits, Finance, Financial Planning
Education
Saint John Fisher College 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Monroe Community College
Associate of Science (A.S.), Business Administration and Management, General
Martial Forget's Mutual of America Experience January 1997 - August 2011
Job IT Consultant at Artech Information Systems
Industry Information Technology and Services
Experience
IBM March 2012 - Present
Artech Information Systems March 2012 - Present
Mutual of America January 1997 - August 2011
Keiser University January 1998 - January 2003
Skills
Solution Architecture, Requirements Analysis, IT Strategy, Business Intelligence, Business Analysis, Enterprise Architecture, SOA, Business Process, ITIL, Integration, Software Project..., SDLC, Pre-sales, Management Consulting, IT Service Management
Education
Fairleigh Dickinson University 1985 — 1990
Electrical and Electronics Engineering
IBM March 2012 - Present
Artech Information Systems March 2012 - Present
Mutual of America January 1997 - August 2011
Keiser University January 1998 - January 2003
Skills
Solution Architecture, Requirements Analysis, IT Strategy, Business Intelligence, Business Analysis, Enterprise Architecture, SOA, Business Process, ITIL, Integration, Software Project..., SDLC, Pre-sales, Management Consulting, IT Service Management
Education
Fairleigh Dickinson University 1985 — 1990
Electrical and Electronics Engineering
Kevin Lumley's Mutual of America Experience 2000 - 2006
Job Telecommunications / Client and Customer Services
Industry Telecommunications
Experience
Datacom Networks 2006 - 2015
Premier IP Solutions 2006 - 2015
Mutual of America 2000 - 2006
NEC Unified Solutions 1997 - 2000
Camelot Communications Group 1996 - 1997
New York City College of Technology, The City University of New York (CUNY) 1989 - 1995
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
S.I. Newhouse School of Public Communications at Syracuse University
Master of Science (MS), Telecommunications
Fordham University
Bachelor of Arts (BA), History and Classics
Datacom Networks 2006 - 2015
Premier IP Solutions 2006 - 2015
Mutual of America 2000 - 2006
NEC Unified Solutions 1997 - 2000
Camelot Communications Group 1996 - 1997
New York City College of Technology, The City University of New York (CUNY) 1989 - 1995
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
S.I. Newhouse School of Public Communications at Syracuse University
Master of Science (MS), Telecommunications
Fordham University
Bachelor of Arts (BA), History and Classics
Rich Heeman's Mutual of America Experience November 2009 - September 2010
Job Customer Relations and Sales at State Farm
Industry Insurance
Experience
State Farm January 2011 - Present
Liberty Mutual Insurance February 2012 - March 2012
Mutual of America November 2009 - September 2010
Morstan General Agency October 2002 - October 2009
Education
Molloy College
Nassau Community College
State Farm January 2011 - Present
Liberty Mutual Insurance February 2012 - March 2012
Mutual of America November 2009 - September 2010
Morstan General Agency October 2002 - October 2009
Education
Molloy College
Nassau Community College
Stephen Dunkle's Mutual of America Experience March 2008 - Present
Job Associate Service Manager at Mutual of America
Industry Financial Services
Experience
Mutual of America March 2008 - Present
Zeiser Motors, Inc. August 2005 - November 2007
Education
Harding University 1998 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Mutual of America March 2008 - Present
Zeiser Motors, Inc. August 2005 - November 2007
Education
Harding University 1998 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Norman Watkins, Jr.'s Mutual of America Experience October 2004 - Present
Job Service Manager at Mutual of America
Industry Financial Services
Experience
Mutual of America October 2004 - Present
Skills
Financial Analysis, Customer Service, Investments, Insurance
Education
Michigan State University
Bachelor of Science (BS)
Mutual of America October 2004 - Present
Skills
Financial Analysis, Customer Service, Investments, Insurance
Education
Michigan State University
Bachelor of Science (BS)
Harrison Givens's Mutual of America Experience July 1979 - October 2014
Job
Industry Insurance
Experience
Mutual of America July 1979 - October 2014
Skills
Financial Services, Insurance, Investments, Retirement Planning, Securities, Retirement, Wealth Management
Education
Lafayette College
Bachelor of Arts (B.A.), History
Lafayette College
BA, History
Mutual of America July 1979 - October 2014
Skills
Financial Services, Insurance, Investments, Retirement Planning, Securities, Retirement, Wealth Management
Education
Lafayette College
Bachelor of Arts (B.A.), History
Lafayette College
BA, History
karl lehtola's Mutual of America Experience
Job retired at Mutual of America
Industry Financial Services
Experience
Mutual of America
Skills
Insurance, Microsoft Office
Education
Fordham University 1970 — 1974
Bachelor's degree, Business Administration and Management, General
Mutual of America
Skills
Insurance, Microsoft Office
Education
Fordham University 1970 — 1974
Bachelor's degree, Business Administration and Management, General