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
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Mutual of America Employees
Employee
Years
Job
Industry
Chase Schaefer Chase Schaefer's Mutual of America Experience October 2014 - Present
Job Participant Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America October 2014 - Present
Raymond James Financial Inc. January 2014 - August 2014
Academy Sports + Outdoors June 2013 - August 2013
Raymond James Financial Inc. June 2012 - August 2012
Port Aransas Brewing Company May 2011 - August 2011
Skills
Customer Service, Financial Analysis, Microsoft Excel, Finance, Investments, Insurance, Strategic Financial..., Portfolio Management, Business Analysis, Wealth Management, Financial Markets, Financial Advisory, Financial Services, Financial Planning
Education
Texas Tech University 2009 — 2013
Bachelor of Business Administration, Finance
Mutual of America October 2014 - Present
Raymond James Financial Inc. January 2014 - August 2014
Academy Sports + Outdoors June 2013 - August 2013
Raymond James Financial Inc. June 2012 - August 2012
Port Aransas Brewing Company May 2011 - August 2011
Skills
Customer Service, Financial Analysis, Microsoft Excel, Finance, Investments, Insurance, Strategic Financial..., Portfolio Management, Business Analysis, Wealth Management, Financial Markets, Financial Advisory, Financial Services, Financial Planning
Education
Texas Tech University 2009 — 2013
Bachelor of Business Administration, Finance
Albert Aldava, CRPS Albert Aldava, CRPS's Mutual of America Experience January 2007 - May 2011
Job Principal at Laser Search Group
Industry Financial Services
Experience
Laser Search Group October 2013 - Present
The Guardian Life Insurance Company of America June 2011 - December 2012
Mutual of America January 2007 - May 2011
Wells Fargo Bank 2002 - 2004
Skills
Retirement Planning, Asset Allocation, Executive Benefits, Defined Contribution..., Deferred Compensation..., Series 7, Fixed Annuities, Wealth Management
Education
The American College 2010 — 2013
Certified Financial Planner
Southwestern Adventist University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Laser Search Group October 2013 - Present
The Guardian Life Insurance Company of America June 2011 - December 2012
Mutual of America January 2007 - May 2011
Wells Fargo Bank 2002 - 2004
Skills
Retirement Planning, Asset Allocation, Executive Benefits, Defined Contribution..., Deferred Compensation..., Series 7, Fixed Annuities, Wealth Management
Education
The American College 2010 — 2013
Certified Financial Planner
Southwestern Adventist University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cheryl Harbaugh Cheryl Harbaugh's Mutual of America Experience 2002 - 2008
Job Executive Administrative Assistant to SVP Global Sales & Sr. Dir. Marketing & Engineering at SunEdison Semiconductor
Industry Executive Office
Experience
SunEdison Semiconductor April 2014 - Present
Hunter Engineering Company 2013 - 2014
Enterprise Bank & Trust 2011 - 2012
Water Street Web Solutions 2009 - 2011
Mutual of America 2002 - 2008
Skills
Office Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Executive..., Employee Benefits, 401k, Defined Benefit, Accounting, Program Management, Leadership, Pensions, CRM, Access, Administrative..., Lotus Notes
Education
Southern Illinois University, Edwardsville
Bachelor of Science
SunEdison Semiconductor April 2014 - Present
Hunter Engineering Company 2013 - 2014
Enterprise Bank & Trust 2011 - 2012
Water Street Web Solutions 2009 - 2011
Mutual of America 2002 - 2008
Skills
Office Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Executive..., Employee Benefits, 401k, Defined Benefit, Accounting, Program Management, Leadership, Pensions, CRM, Access, Administrative..., Lotus Notes
Education
Southern Illinois University, Edwardsville
Bachelor of Science
Matthew VanMoorleghem, CRPS® Matthew VanMoorleghem, CRPS®'s Mutual of America Experience December 2006 - December 2009
Job Managing Consultant, Institutional Relations at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2010 - Present
Mutual of America December 2006 - December 2009
Wachovia, A Wells Fargo Company March 2005 - April 2006
Bank One February 2004 - March 2005
Skills
Financial Services, Investments, Retirement Planning, Pensions, Insurance, Series 63, Fixed Annuities, Strategic Planning, Mutual Funds, Relationship Management, Retirement, Finance
Education
Texas Christian University 1995 — 2000
BFA, Fine Arts
TIAA-CREF August 2010 - Present
Mutual of America December 2006 - December 2009
Wachovia, A Wells Fargo Company March 2005 - April 2006
Bank One February 2004 - March 2005
Skills
Financial Services, Investments, Retirement Planning, Pensions, Insurance, Series 63, Fixed Annuities, Strategic Planning, Mutual Funds, Relationship Management, Retirement, Finance
Education
Texas Christian University 1995 — 2000
BFA, Fine Arts
Richard Noble Richard Noble's Mutual of America Experience 1993 - 1994
Job Senior Leader, IT Client Relations, Program Management, & Canada IT HD Supply
Industry Wholesale
Experience
HD Supply Facilities Maintenance February 2010 - Present
HD Supply Facilities Maintenance April 2009 - February 2010
HD Supply Facilities Maintenance May 2006 - April 2009
GE Commercial Finance September 2005 - May 2006
The Home Depot April 2004 - September 2005
CMD Services, Inc. 2004 - 2004
Logic Technology, Inc 2000 - 2003
SunTrust Bank November 1999 - March 2000
GAB Robins 1994 - 1999
Mutual of America 1993 - 1994
Skills
Leadership, Process Improvement, Cross-functional Team..., Vendor Management, Business Analysis, Program Management, Project Management, Six Sigma, Strategic Planning, Change Management, Business Process, Business Process..., Team Building, Forecasting, Business Intelligence, Budgets, Project Portfolio..., Team Leadership, P&L Management, Management, Operations Management, Strategic Leadership
Education
Susquehanna University 1989 — 1993
BS, Finance
HD Supply Facilities Maintenance February 2010 - Present
HD Supply Facilities Maintenance April 2009 - February 2010
HD Supply Facilities Maintenance May 2006 - April 2009
GE Commercial Finance September 2005 - May 2006
The Home Depot April 2004 - September 2005
CMD Services, Inc. 2004 - 2004
Logic Technology, Inc 2000 - 2003
SunTrust Bank November 1999 - March 2000
GAB Robins 1994 - 1999
Mutual of America 1993 - 1994
Skills
Leadership, Process Improvement, Cross-functional Team..., Vendor Management, Business Analysis, Program Management, Project Management, Six Sigma, Strategic Planning, Change Management, Business Process, Business Process..., Team Building, Forecasting, Business Intelligence, Budgets, Project Portfolio..., Team Leadership, P&L Management, Management, Operations Management, Strategic Leadership
Education
Susquehanna University 1989 — 1993
BS, Finance
Danielle Teutonico Danielle Teutonico's Mutual of America Experience June 2011 - August 2011
Job Legal Assistant at Ryan & Conlon LLP
Industry Law Practice
Experience
Ryan & Conlon LLP November 2014 - Present
Canadian International Educational Organization September 2013 - September 2014
Law Offices of Frank N. Dardeno February 2013 - August 2013
Metric Construction Corporation May 2012 - February 2013
RuffaloCODY September 2010 - May 2012
Mutual of America June 2011 - August 2011
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Telephone Skills, Public Speaking, Time Management, Marketing, Typing: 90 wpm, Fundraising
Education
Tulane University Law School 2015 — 2018
Juris Doctor (J.D.)
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
The Spence School 1995 — 2009
High School Degree
Ryan & Conlon LLP November 2014 - Present
Canadian International Educational Organization September 2013 - September 2014
Law Offices of Frank N. Dardeno February 2013 - August 2013
Metric Construction Corporation May 2012 - February 2013
RuffaloCODY September 2010 - May 2012
Mutual of America June 2011 - August 2011
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Telephone Skills, Public Speaking, Time Management, Marketing, Typing: 90 wpm, Fundraising
Education
Tulane University Law School 2015 — 2018
Juris Doctor (J.D.)
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
The Spence School 1995 — 2009
High School Degree
Maria Keramari's Mutual of America Experience April 2015 - Present
Job Project Manager & Supervisor at Mutual of America, Your Retirement Company.
Industry Information Technology and Services
Experience
Mutual of America April 2015 - Present
Computer Task Group January 2015 - March 2015
The Digital Experts Academy July 2011 - December 2014
IBM Global Business Service June 2009 - June 2011
IBM January 2005 - May 2009
IBM March 2003 - December 2004
IBM March 2000 - March 2002
IBM February 1997 - February 2000
Harrison Consulting, Inc. February 1996 - February 1997
Skills
IT Project & Program..., SQL DB2, Organizational..., Project Initiation, Project Tracking, Defect Tracking, Budget Monitoring, Multi-task & Handle..., Customer Support, Stakeholder Management, Building Effective..., Contract Negotiation, Internal Communications, Negotiation, Technical Training, Technical Documentation, Technical Writing, Delegation, Leadership, Outcome focused, Decision Making, Project Status Reporting, Risk Management, Change Management, IT systems development, Microsoft Office, Microsoft Project, Microsoft Excel, Lotus Notes, Lotus Domino..., IBM AIX, WebSphere Application..., Website Development, Windows, IBM Rational Tools, IBM Tivoli, IBM Servers, Siebel 7.x, SAP CRM, Online Marketing, Visual Basic, Lotus Symphony, Programming Languages, Business English, Greek, Internal Audit, Cross-functional Team..., Cross Functional Team..., Time Management, Training
Education
New York University - Polytechnic School of Engineering 1999 — 2001
Master's degree, Management of Technology (MOT)
University of New Haven 1992 — 1997
Bachelor's Degree, Electrical Engineering
University of New Haven 1992 — 1997
Associate's Degree, Mathematics
Norwalk High School, Norwalk, CT, USA 1989 — 1992
High School Diploma
IBM Global Campus
Project Management
Mutual of America April 2015 - Present
Computer Task Group January 2015 - March 2015
The Digital Experts Academy July 2011 - December 2014
IBM Global Business Service June 2009 - June 2011
IBM January 2005 - May 2009
IBM March 2003 - December 2004
IBM March 2000 - March 2002
IBM February 1997 - February 2000
Harrison Consulting, Inc. February 1996 - February 1997
Skills
IT Project & Program..., SQL DB2, Organizational..., Project Initiation, Project Tracking, Defect Tracking, Budget Monitoring, Multi-task & Handle..., Customer Support, Stakeholder Management, Building Effective..., Contract Negotiation, Internal Communications, Negotiation, Technical Training, Technical Documentation, Technical Writing, Delegation, Leadership, Outcome focused, Decision Making, Project Status Reporting, Risk Management, Change Management, IT systems development, Microsoft Office, Microsoft Project, Microsoft Excel, Lotus Notes, Lotus Domino..., IBM AIX, WebSphere Application..., Website Development, Windows, IBM Rational Tools, IBM Tivoli, IBM Servers, Siebel 7.x, SAP CRM, Online Marketing, Visual Basic, Lotus Symphony, Programming Languages, Business English, Greek, Internal Audit, Cross-functional Team..., Cross Functional Team..., Time Management, Training
Education
New York University - Polytechnic School of Engineering 1999 — 2001
Master's degree, Management of Technology (MOT)
University of New Haven 1992 — 1997
Bachelor's Degree, Electrical Engineering
University of New Haven 1992 — 1997
Associate's Degree, Mathematics
Norwalk High School, Norwalk, CT, USA 1989 — 1992
High School Diploma
IBM Global Campus
Project Management
Christopher Reiser's Mutual of America Experience 2006 - 2010
Job Investment Analyst
Industry Investment Management
Experience
TCU Neeley MBA Program August 2012 - May 2014
Tudor, Pickering, Holt & Co. September 2013 - December 2013
Cook Children's Health Care System June 2013 - August 2013
Neeley & Associates Consultants January 2013 - May 2013
Law Office of John W. Sinon, Esq. 2011 - 2012
Mutual of America 2006 - 2010
Skills
Financial Analysis, Corporate Finance, Investments, Equities, Capital Markets, Equity Trading, Modern Portfolio Theory, Pension Administration, Retirement Benefits, Teamwork, Equity Research, Leadership, Equity Valuation, Portfolio Management, Data Analysis, Alternative Investments, Asset Management, Valuation, Business Strategy
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2014
Master of Business Administration, Finance
Santa Clara University
Bachelor of Arts
Chaminade High School
TCU Neeley MBA Program August 2012 - May 2014
Tudor, Pickering, Holt & Co. September 2013 - December 2013
Cook Children's Health Care System June 2013 - August 2013
Neeley & Associates Consultants January 2013 - May 2013
Law Office of John W. Sinon, Esq. 2011 - 2012
Mutual of America 2006 - 2010
Skills
Financial Analysis, Corporate Finance, Investments, Equities, Capital Markets, Equity Trading, Modern Portfolio Theory, Pension Administration, Retirement Benefits, Teamwork, Equity Research, Leadership, Equity Valuation, Portfolio Management, Data Analysis, Alternative Investments, Asset Management, Valuation, Business Strategy
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2014
Master of Business Administration, Finance
Santa Clara University
Bachelor of Arts
Chaminade High School
Philip Palermo's Mutual of America Experience May 2010 - April 2013
Job Vice President at First American Equipment Finance
Industry Financial Services
Experience
First American Equipment Finance May 2013 - Present
VLP SMILE Scholarship Corporation July 2011 - Present
Mutual of America May 2010 - April 2013
AXA November 2009 - May 2010
Paychex July 2006 - July 2008
Skills
Retirement Planning, Qualified Retirement..., Sales, Retirement Plan..., Leadership, Strategy, Employee Benefits, Management, Program Management, Insurance, Finance, Mutual Funds, Investments, 401k, Series 63, Series 7, Fixed Annuities, Series 6, IRAs, Life Insurance, Cold Calling, Retirement, Small Business, Asset Allocation, Higher Education, Business Development, Capital Equipment
Education
Purdue University 2001 — 2006
Bachelor of Science, Selling and Sales Management
Greece Arcadia 1997 — 2001
First American Equipment Finance May 2013 - Present
VLP SMILE Scholarship Corporation July 2011 - Present
Mutual of America May 2010 - April 2013
AXA November 2009 - May 2010
Paychex July 2006 - July 2008
Skills
Retirement Planning, Qualified Retirement..., Sales, Retirement Plan..., Leadership, Strategy, Employee Benefits, Management, Program Management, Insurance, Finance, Mutual Funds, Investments, 401k, Series 63, Series 7, Fixed Annuities, Series 6, IRAs, Life Insurance, Cold Calling, Retirement, Small Business, Asset Allocation, Higher Education, Business Development, Capital Equipment
Education
Purdue University 2001 — 2006
Bachelor of Science, Selling and Sales Management
Greece Arcadia 1997 — 2001
Jeff Comstock Jeff Comstock's Mutual of America Experience 1992 - 1999
Job Vice President, Client Relationship Management at RMG Networks (formerly Symon Communications)
Industry Computer Software
Experience
RMG Networks (formerly Symon Communications) January 2015 - Present
RMG Networks (formerly Symon Communications) May 2013 - December 2014
Symon Communications (Formerly TargetVision, Inc.) September 2011 - April 2013
Symon Communications (Formerly TargetVision, Inc.) December 2005 - August 2011
Symon Communications (Formerly TargetVision, Inc.) September 2003 - November 2005
TargetVision, Inc. March 1999 - August 2003
Mutual of America 1992 - 1999
Agency Rent-A-Car October 1991 - July 1992
Skills
Salesforce.com, Account Management, Solution Selling, Project Management, Sales Operations, Sales Management, Team Building, Trade Shows, Lead Generation, Content Management, Digital Signage, Strategy, Competitive Analysis, Leadership, Sales, CRM, Training, Management, Marketing, Selling, Customer Satisfaction, Marketing Strategy, Product Marketing, Professional Services, Product Management, Direct Sales, Sales Process, Forecasting, New Business Development, Business Development, Team Leadership, Call Centers
Education
Saint Bonaventure University
Bachelor of Business Administration (BBA)
RMG Networks (formerly Symon Communications) January 2015 - Present
RMG Networks (formerly Symon Communications) May 2013 - December 2014
Symon Communications (Formerly TargetVision, Inc.) September 2011 - April 2013
Symon Communications (Formerly TargetVision, Inc.) December 2005 - August 2011
Symon Communications (Formerly TargetVision, Inc.) September 2003 - November 2005
TargetVision, Inc. March 1999 - August 2003
Mutual of America 1992 - 1999
Agency Rent-A-Car October 1991 - July 1992
Skills
Salesforce.com, Account Management, Solution Selling, Project Management, Sales Operations, Sales Management, Team Building, Trade Shows, Lead Generation, Content Management, Digital Signage, Strategy, Competitive Analysis, Leadership, Sales, CRM, Training, Management, Marketing, Selling, Customer Satisfaction, Marketing Strategy, Product Marketing, Professional Services, Product Management, Direct Sales, Sales Process, Forecasting, New Business Development, Business Development, Team Leadership, Call Centers
Education
Saint Bonaventure University
Bachelor of Business Administration (BBA)
Austin Ort Austin Ort's Mutual of America Experience March 1996 - Present
Job Vice President at Mutual of America
Industry Investment Management
Experience
Mutual of America March 1996 - Present
Skills
Securities, Management, Investments, Retirement Planning, Retirement, Employee Benefits, Series 7, 401k, Asset Allocation, Series 63, Fixed Annuities, Mutual Funds, Finance, Series 6, Wealth Management, Defined Benefit, Defined Contribution, ERISA, Qualified Retirement..., Retirement Plan...
Education
Ohio University 1990 — 1994
BBA, Finance
Ohio University 1990 — 1994
Bachelor's degree, Finance and Financial Management Services
Mutual of America March 1996 - Present
Skills
Securities, Management, Investments, Retirement Planning, Retirement, Employee Benefits, Series 7, 401k, Asset Allocation, Series 63, Fixed Annuities, Mutual Funds, Finance, Series 6, Wealth Management, Defined Benefit, Defined Contribution, ERISA, Qualified Retirement..., Retirement Plan...
Education
Ohio University 1990 — 1994
BBA, Finance
Ohio University 1990 — 1994
Bachelor's degree, Finance and Financial Management Services
Bill Breneisen Bill Breneisen's Mutual of America Experience May 1990 - June 2005
Job
Industry
Experience
Mutual of America May 1990 - June 2005
Education
Queens College 1960 — 1965
Bachelor of Science (BS)
Mutual of America May 1990 - June 2005
Education
Queens College 1960 — 1965
Bachelor of Science (BS)
Dawn Feniello's Mutual of America Experience 1994 - 1995
Job Retirement Plan Design and Administration | 401(k) Plans | Cash Balance Plans | Retirement Plan Analytics
Industry Financial Services
Experience
PPS - AFI 2003 - Present
ERP Actuaries & Consultants August 2013 - January 2015
Associated Pension Consultants, Inc. 1998 - 2003
Comprehensive Consulting Group 1997 - 1998
Deloitte 1995 - 1997
Mutual of America 1994 - 1995
Skills
Pensions, Defined Benefit, Retirement Planning, Profit Sharing, 401k, Insurance, Retirement, Mutual Funds, Financial Advisory, Investments, Financial Planning, Financial Services, Qualified Retirement..., ERISA, Employee Benefits, Wealth Management, IRAs, Fixed Annuities, Defined Contribution, Small Business, Estate Planning, Cash Balance, Investment Advisory, Series 7, Asset Management, Strategic Financial..., Asset, 63 Licenses, Asset Managment, Finance, Business Planning, Actuarial Science, Cash Balance Retirement...
Education
Stony Brook University 1990 — 1994
BS, Applied Mathematics and Statistics
PPS - AFI 2003 - Present
ERP Actuaries & Consultants August 2013 - January 2015
Associated Pension Consultants, Inc. 1998 - 2003
Comprehensive Consulting Group 1997 - 1998
Deloitte 1995 - 1997
Mutual of America 1994 - 1995
Skills
Pensions, Defined Benefit, Retirement Planning, Profit Sharing, 401k, Insurance, Retirement, Mutual Funds, Financial Advisory, Investments, Financial Planning, Financial Services, Qualified Retirement..., ERISA, Employee Benefits, Wealth Management, IRAs, Fixed Annuities, Defined Contribution, Small Business, Estate Planning, Cash Balance, Investment Advisory, Series 7, Asset Management, Strategic Financial..., Asset, 63 Licenses, Asset Managment, Finance, Business Planning, Actuarial Science, Cash Balance Retirement...
Education
Stony Brook University 1990 — 1994
BS, Applied Mathematics and Statistics
Edward Sanchez Edward Sanchez's Mutual of America Experience April 2008 - March 2010
Job Building Manager for Collins Building Services at St. John's University
Industry Facilities Services
Experience
Collins Building Services, Inc. June 2015 - Present
Collins Building Services February 2012 - Present
Collins Building Services February 2011 - February 2012
Collins Building Services February 2010 - February 2011
Mutual of America April 2008 - March 2010
Mutual of America May 2006 - April 2008
Bloomberg January 2006 - May 2006
Education
State University of New York at Stony Brook 2000 — 2005
Bachelor, Economic
Collins Building Services, Inc. June 2015 - Present
Collins Building Services February 2012 - Present
Collins Building Services February 2011 - February 2012
Collins Building Services February 2010 - February 2011
Mutual of America April 2008 - March 2010
Mutual of America May 2006 - April 2008
Bloomberg January 2006 - May 2006
Education
State University of New York at Stony Brook 2000 — 2005
Bachelor, Economic
Andrew Kramer, CFA Andrew Kramer, CFA's Mutual of America Experience June 2015 - Present
Job Client Services Retirement Plans
Industry Investment Management
Experience
Mutual of America June 2015 - Present
Capital One January 2013 - June 2015
Mercer Investments August 2000 - July 2013
Mercer Investments August 2000 - July 2013
KPMG January 1997 - August 2000
Intersec Research January 1994 - December 1996
Morgan Stanley Smith Barney January 1990 - December 1993
Skills
CFA, Asset Management
Education
Pace University 1983 — 1986
MBA, Information Systems
University of Maryland College Park 1979 — 1983
BS, Finance
Mutual of America June 2015 - Present
Capital One January 2013 - June 2015
Mercer Investments August 2000 - July 2013
Mercer Investments August 2000 - July 2013
KPMG January 1997 - August 2000
Intersec Research January 1994 - December 1996
Morgan Stanley Smith Barney January 1990 - December 1993
Skills
CFA, Asset Management
Education
Pace University 1983 — 1986
MBA, Information Systems
University of Maryland College Park 1979 — 1983
BS, Finance
Jody Jurica Jody Jurica's Mutual of America Experience June 1993 - Present
Job Senior Field Vice President at Mutual Of America
Industry Financial Services
Experience
Mutual of America June 1993 - Present
Skills
Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Defined Benefit and..., 401k, Retirement Planning, Series 6, 403 b, Qualified Retirement..., Employee Benefits, Presentations, Mutual Funds, Investments, Retirement, Management, Series 63
Education
Texas A&M University 1980 — 1983
Bachelor of Business Administration (BBA), Marketing
Texas A&M University - Mays Business School 1980 — 1983
Bachelor of Business Administration (BBA), Marketing
Mutual of America June 1993 - Present
Skills
Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Defined Benefit and..., 401k, Retirement Planning, Series 6, 403 b, Qualified Retirement..., Employee Benefits, Presentations, Mutual Funds, Investments, Retirement, Management, Series 63
Education
Texas A&M University 1980 — 1983
Bachelor of Business Administration (BBA), Marketing
Texas A&M University - Mays Business School 1980 — 1983
Bachelor of Business Administration (BBA), Marketing
Brian OToole Brian OToole's Mutual of America Experience June 2007 - August 2013
Job Morgan Stanley Electronic Trading
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Mutual of America June 2007 - August 2013
Israel A. Englander & Co. 2002 - 2006
Skills
Customer Service, Series 63, Microsoft Excel, Employee Benefits, Banking, Social Media, Sales, Insurance, Financial Reporting, Financial Analysis, Credit, Investments, Customer Satisfaction, Risk Management, Series 7, series 55, Bloomberg Terminal, Options, Options Strategies, Bloomberg, Retirement Planning, Mutual Funds, Equities, Securities, series 3, Futures, Futures Trading, Currency Futures, Equity Trading, Hedge Funds, Financial Markets, Trading, Derivatives, Trading Systems, Electronic Trading, Equity Derivatives
Education
State University of New York Empire State College
Bachelor's Degree
Morgan Stanley August 2013 - Present
Mutual of America June 2007 - August 2013
Israel A. Englander & Co. 2002 - 2006
Skills
Customer Service, Series 63, Microsoft Excel, Employee Benefits, Banking, Social Media, Sales, Insurance, Financial Reporting, Financial Analysis, Credit, Investments, Customer Satisfaction, Risk Management, Series 7, series 55, Bloomberg Terminal, Options, Options Strategies, Bloomberg, Retirement Planning, Mutual Funds, Equities, Securities, series 3, Futures, Futures Trading, Currency Futures, Equity Trading, Hedge Funds, Financial Markets, Trading, Derivatives, Trading Systems, Electronic Trading, Equity Derivatives
Education
State University of New York Empire State College
Bachelor's Degree
Barbara Larson Barbara Larson's Mutual of America Experience September 1989 - Present
Job 401K Account Manager at GreatWest Life
Industry Financial Services
Experience
Great-West Life November 2013 - Present
Mutual of America September 1989 - Present
Education
The University of Texas at Dallas 1991 — 1993
Bachelor's degree
University of Minnesota-Duluth
Great-West Life November 2013 - Present
Mutual of America September 1989 - Present
Education
The University of Texas at Dallas 1991 — 1993
Bachelor's degree
University of Minnesota-Duluth
Kelly Ferguson Kelly Ferguson's Mutual of America Experience April 2013 - August 2013
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments Research Analyst InternMarketfield Asset ManagementJune 2014 - August 2014
Mutual of America April 2013 - August 2013
Air Bound Aviation June 2011 - August 2012
Karen Ann Quinlan Hopsice May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Finance
Pope John XXIII High School 2007 — 2011
Fidelity Investments Research Analyst InternMarketfield Asset ManagementJune 2014 - August 2014
Mutual of America April 2013 - August 2013
Air Bound Aviation June 2011 - August 2012
Karen Ann Quinlan Hopsice May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Finance
Pope John XXIII High School 2007 — 2011
Dauris Peña's Mutual of America Experience June 2015 - Present
Job Accountant at Mutual of America
Industry Financial Services
Experience
Mutual of America June 2015 - Present
Aegis Capital August 2014 - February 2015
Camacho & Seijas, S.L. September 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Data Entry, Facebook, Market Research, Social Networking, Event Planning, Research, Public Speaking, Leadership, Customer Service, Photoshop, Social Media Marketing
Education
Syracuse University 2010 — 2014
Mutual of America June 2015 - Present
Aegis Capital August 2014 - February 2015
Camacho & Seijas, S.L. September 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Data Entry, Facebook, Market Research, Social Networking, Event Planning, Research, Public Speaking, Leadership, Customer Service, Photoshop, Social Media Marketing
Education
Syracuse University 2010 — 2014
Stephen Clavin Stephen Clavin's Mutual of America Experience July 2012 - July 2014
Job Accountant at Mutual of America
Industry Financial Services
Experience
Mutual of America July 2012 - July 2014
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Social Media
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Xavier High School 2004 — 2008
Mutual of America July 2012 - July 2014
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Social Media
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Xavier High School 2004 — 2008
Joseph Delaney, CRPS® Joseph Delaney, CRPS®'s Mutual of America Experience September 2012 - Present
Job Retirement Plan Consultant at Mutual of America
Industry Financial Services
Experience
Mutual of America September 2012 - Present
Paychex April 2011 - August 2012
Fidelity Investments March 2009 - April 2011
Fidelity Investments 2004 - 2009
Toronto Blue Jays (New Hampshire Fisher Cats - Class AA) 2003 - 2004
Chicago White Sox (Kannapolis Intimidators - Class A) 2002 - 2003
Skills
401k, Defined Benefit, Deferred Compensation, Profit Sharing, 403 b, Retirement Planning, Retirement Plan..., ERISA, Strategic Financial..., Insurance, Series 63, Series 6, Investments, Defined Contribution, Pensions
Education
Southern New Hampshire University 1998 — 2002
BS, Sports Management
Mutual of America September 2012 - Present
Paychex April 2011 - August 2012
Fidelity Investments March 2009 - April 2011
Fidelity Investments 2004 - 2009
Toronto Blue Jays (New Hampshire Fisher Cats - Class AA) 2003 - 2004
Chicago White Sox (Kannapolis Intimidators - Class A) 2002 - 2003
Skills
401k, Defined Benefit, Deferred Compensation, Profit Sharing, 403 b, Retirement Planning, Retirement Plan..., ERISA, Strategic Financial..., Insurance, Series 63, Series 6, Investments, Defined Contribution, Pensions
Education
Southern New Hampshire University 1998 — 2002
BS, Sports Management
Marc Riddick, CFA Marc Riddick, CFA's Mutual of America Experience May 2001 - April 2006
Job Sr. Analyst Consumer Discretionary / Consumer Staples at Williams Capital Group
Industry Research
Experience
Williams Capital Group December 2010 - Present
Riddick Consumer Strategies January 2009 - December 2010
CJI Capital Markets, Inc. April 2010 - May 2010
Advent Capital Management June 2006 - October 2008
Mutual of America May 2001 - April 2006
Zurich Scudder Investments September 1994 - May 2001
Scudder Stevens & Clark 1998 - 2001
Scudder Kemper Investments 1998 - 2001
PaineWebber 1992 - 1994
Value Line December 1990 - January 1992
Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Equities, Equity Valuation, Securities, Valuation, Asset Management, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Analysis, Fixed Income, Investment Management, Series 7, Investment Banking, Asset Managment, Competitive Analysis, Capital Markets, Equity Trading, Financial Markets, Investment Advisory, Bloomberg Terminal, Wealth Management, Value Investing, Industry Research, Finance, Equity Capital Markets, Chartered Financial..., Market Analysis, Thematic Investing, Sell Side, Trading Strategies, Fundamental Analysis, Stocks
Education
Penn State University 1985 — 1989
BS, Management
Stuyvesant High School 1982 — 1985
Williams Capital Group December 2010 - Present
Riddick Consumer Strategies January 2009 - December 2010
CJI Capital Markets, Inc. April 2010 - May 2010
Advent Capital Management June 2006 - October 2008
Mutual of America May 2001 - April 2006
Zurich Scudder Investments September 1994 - May 2001
Scudder Stevens & Clark 1998 - 2001
Scudder Kemper Investments 1998 - 2001
PaineWebber 1992 - 1994
Value Line December 1990 - January 1992
Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Equities, Equity Valuation, Securities, Valuation, Asset Management, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Analysis, Fixed Income, Investment Management, Series 7, Investment Banking, Asset Managment, Competitive Analysis, Capital Markets, Equity Trading, Financial Markets, Investment Advisory, Bloomberg Terminal, Wealth Management, Value Investing, Industry Research, Finance, Equity Capital Markets, Chartered Financial..., Market Analysis, Thematic Investing, Sell Side, Trading Strategies, Fundamental Analysis, Stocks
Education
Penn State University 1985 — 1989
BS, Management
Stuyvesant High School 1982 — 1985
Paul Abernathy Paul Abernathy's Mutual of America Experience August 2005 - May 2008
Job Nuclear Protective Services Planning and Projects Fleet Project Manager at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation June 2013 - Present
HKA Associates/Duke Energy Corporation June 2008 - June 2013
Mutual of America August 2005 - May 2008
Edward Jones Investments August 1999 - August 2005
Jeffrey's Manufacturing Solutions, Inc January 1997 - August 1999
Diversified Insta-Parts, Inc January 1995 - January 1997
Skills
Project Planning, Cost, PMP, Scheduling, Estimating, Project Execution, Risk Mitigation, Risk Analysis, Contingency Planning, Contract Negotiation, Contract Management, Business Analysis, Business Case..., DCS, Customer Relations, Product Development, MS Project, Risk Management, Program Management, Project Delivery, Process Improvement, Earned Value Management, Process Engineering, Cross-functional Team..., Change Management, Stakeholder Management, Resource Management, Team Leadership, Business Process..., Project Implementation, Vendor Management, Problem Solving, Budgeting, Procurement, CRM, Management, Leadership, Training, Team Building, Business Development, Project Management
Education
North Carolina State University 1990 — 1994
Bachelor of Science, Animal Science
Duke Energy Corporation June 2013 - Present
HKA Associates/Duke Energy Corporation June 2008 - June 2013
Mutual of America August 2005 - May 2008
Edward Jones Investments August 1999 - August 2005
Jeffrey's Manufacturing Solutions, Inc January 1997 - August 1999
Diversified Insta-Parts, Inc January 1995 - January 1997
Skills
Project Planning, Cost, PMP, Scheduling, Estimating, Project Execution, Risk Mitigation, Risk Analysis, Contingency Planning, Contract Negotiation, Contract Management, Business Analysis, Business Case..., DCS, Customer Relations, Product Development, MS Project, Risk Management, Program Management, Project Delivery, Process Improvement, Earned Value Management, Process Engineering, Cross-functional Team..., Change Management, Stakeholder Management, Resource Management, Team Leadership, Business Process..., Project Implementation, Vendor Management, Problem Solving, Budgeting, Procurement, CRM, Management, Leadership, Training, Team Building, Business Development, Project Management
Education
North Carolina State University 1990 — 1994
Bachelor of Science, Animal Science
Brian Kolb Brian Kolb's Mutual of America Experience December 2014 - Present
Job Retirement Plan Specialist
Industry Financial Services
Experience
Mutual of America December 2014 - Present
Citi January 2013 - December 2014
Chase Private Client May 2008 - December 2012
Chase Bank, N.A December 2004 - May 2008
Southwestern Company June 2000 - May 2004
Skills
Series 6, Series 63, Life & Health Insurance..., Investments, Credit, Banking, Mutual Funds, Wealth Management, Finance, Retirement Planning, Small Business Lending, Relationship Management, Life & Health Insurance..., Securities
Education
Trinity International University 2000 — 2004
Bachelors or Arts, Philosophy & Humanities
Mutual of America December 2014 - Present
Citi January 2013 - December 2014
Chase Private Client May 2008 - December 2012
Chase Bank, N.A December 2004 - May 2008
Southwestern Company June 2000 - May 2004
Skills
Series 6, Series 63, Life & Health Insurance..., Investments, Credit, Banking, Mutual Funds, Wealth Management, Finance, Retirement Planning, Small Business Lending, Relationship Management, Life & Health Insurance..., Securities
Education
Trinity International University 2000 — 2004
Bachelors or Arts, Philosophy & Humanities
Alvin Suarez Alvin Suarez's Mutual of America Experience August 2011 - September 2014
Job Compensation Analyst at Cushman & Wakefield
Industry Human Resources
Experience
Cushman & Wakefield September 2014 - Present
Mutual of America August 2011 - September 2014
Covenant House New York October 2010 - December 2010
Visiting Nurse Services of New York May 2008 - August 2008
Skills
HRIS, Employee Relations, Troubleshooting, Employee Benefits, Microsoft Excel, Deferred Compensation, Human Resources, Onboarding
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BA, Psychology
Cushman & Wakefield September 2014 - Present
Mutual of America August 2011 - September 2014
Covenant House New York October 2010 - December 2010
Visiting Nurse Services of New York May 2008 - August 2008
Skills
HRIS, Employee Relations, Troubleshooting, Employee Benefits, Microsoft Excel, Deferred Compensation, Human Resources, Onboarding
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BA, Psychology
Maria Reardon Maria Reardon's Mutual of America Experience January 2015 - Present
Job at Mutual of America
Industry Financial Services
Experience
Mutual of America January 2015 - Present
9 Rounds October 2014 - February 2015
Paychex July 2013 - January 2015
Johnson Brothers Liquor Co., Gallo Division October 2012 - July 2013
Next Healthcare Inc. June 2012 - October 2012
Skills
Sales, Account Management, Sales Presentations, Sales Operations, Direct Sales, New Business Development, Sales Process, Selling, Marketing, Customer Service, B2B, Key Account Development, Key Account Management, Salesforce.com, Pricing, Team Building, Customer Retention, Employee Benefits, Time Management
Education
The University of North Dakota 2008 — 2012
English with minor in Business
The University of North Dakota
Mutual of America January 2015 - Present
9 Rounds October 2014 - February 2015
Paychex July 2013 - January 2015
Johnson Brothers Liquor Co., Gallo Division October 2012 - July 2013
Next Healthcare Inc. June 2012 - October 2012
Skills
Sales, Account Management, Sales Presentations, Sales Operations, Direct Sales, New Business Development, Sales Process, Selling, Marketing, Customer Service, B2B, Key Account Development, Key Account Management, Salesforce.com, Pricing, Team Building, Customer Retention, Employee Benefits, Time Management
Education
The University of North Dakota 2008 — 2012
English with minor in Business
The University of North Dakota
Rob Kotler, AIF® Rob Kotler, AIF®'s Mutual of America Experience June 2012 - November 2012
Job Retirement Plan Consultant at RCM&D
Industry Financial Services
Experience
RCM&D February 2014 - Present
National Association Executives Forum August 2014 - Present
ADP November 2012 - August 2013
Mutual of America June 2012 - November 2012
Hillman Capital Management, Inc. March 2007 - June 2012
BB&T Investment Services May 2006 - February 2007
Morgan Stanley May 2003 - April 2006
CBIZ January 2002 - October 2002
T. Rowe Price June 2000 - January 2002
Education
St. Mary's College of Maryland
Bachelors, Political Science, Economics, Political Analysis
RCM&D February 2014 - Present
National Association Executives Forum August 2014 - Present
ADP November 2012 - August 2013
Mutual of America June 2012 - November 2012
Hillman Capital Management, Inc. March 2007 - June 2012
BB&T Investment Services May 2006 - February 2007
Morgan Stanley May 2003 - April 2006
CBIZ January 2002 - October 2002
T. Rowe Price June 2000 - January 2002
Education
St. Mary's College of Maryland
Bachelors, Political Science, Economics, Political Analysis
Jason Packham Jason Packham's Mutual of America Experience March 2009 - July 2011
Job Retirement Services District Manager
Industry Financial Services
Experience
ADP August 2011 - Present
Mutual of America March 2009 - July 2011
Wachovia Securities Financial Network May 2007 - March 2009
Skills
Strategic Planning, Negotiation, Team Building, Project Management, Social Media, 401k, Investments, Investment Strategies, ERISA, Pensions, Defined Contribution, Sales, Sales Management, Salesforce.com, Direct Sales, Sales Presentations
Education
Portland State University 1998 — 2001
Bachelor's degree, Biology, General
ADP August 2011 - Present
Mutual of America March 2009 - July 2011
Wachovia Securities Financial Network May 2007 - March 2009
Skills
Strategic Planning, Negotiation, Team Building, Project Management, Social Media, 401k, Investments, Investment Strategies, ERISA, Pensions, Defined Contribution, Sales, Sales Management, Salesforce.com, Direct Sales, Sales Presentations
Education
Portland State University 1998 — 2001
Bachelor's degree, Biology, General
Renee Shew, CEBS CRPS's Mutual of America Experience July 2001 - Present
Job Vice President, Washington DC Regional Field Office at Mutual of America
Industry Financial Services
Experience
Mutual of America July 2001 - Present
Halcyon Financial Advisors April 2000 - July 2001
Skills
Retirement Planning, Strategic Financial..., Employee Benefits, Pensions, 401k, ERISA, Asset Allocation, Annuities, Defined Benefit, IRA's, Investment Strategies, Compliance, Benefits Administration, Financial Planning, Fixed Annuities
Education
Robert Morris University 1995 — 1999
Bachelor of Science in Finance; Bachelor of Arts in Communications
Mutual of America July 2001 - Present
Halcyon Financial Advisors April 2000 - July 2001
Skills
Retirement Planning, Strategic Financial..., Employee Benefits, Pensions, 401k, ERISA, Asset Allocation, Annuities, Defined Benefit, IRA's, Investment Strategies, Compliance, Benefits Administration, Financial Planning, Fixed Annuities
Education
Robert Morris University 1995 — 1999
Bachelor of Science in Finance; Bachelor of Arts in Communications
Don O'Gorman Don O'Gorman's Mutual of America Experience April 2012 - Present
Job Senior Director at NYSE
Industry Computer Networking
Experience
Mutual of America April 2012 - Present
NYSE Euronext October 2009 - December 2010
NYSE Euronext January 2005 - September 2009
SIAC January 2002 - January 2005
Securities Industry Automation Corporation June 1994 - January 2002
Skills
Data Center, Market Data, Disaster Recovery, ITIL, IT Operations, Incident Management, Trading Systems, Vendor Management, IT Management, Electronic Trading, Low Latency, ITIL Certified, Testing, WAN, Business Analysis, Project Management, Network Architecture, Infrastructure, Routing, High Availability, Integration, Cisco Technologies, Network Engineering, Managed Services, Switches, Computer Network..., Technical Support, Juniper, Ethernet, Enterprise Architecture, System Deployment, Firewalls, Networking, Routing Protocols, Solaris, IT Strategy, Business Continuity, TCP/IP, Servers, Network Security, Computer Security, VPN, Routers, BGP, Cloud Computing, Unix, Operating Systems, IT Service Management, Network Design, Virtualization
Education
New York University 1981 — 1982
Diploma, Computer Technology
Msgr. Farrell High School
Mutual of America April 2012 - Present
NYSE Euronext October 2009 - December 2010
NYSE Euronext January 2005 - September 2009
SIAC January 2002 - January 2005
Securities Industry Automation Corporation June 1994 - January 2002
Skills
Data Center, Market Data, Disaster Recovery, ITIL, IT Operations, Incident Management, Trading Systems, Vendor Management, IT Management, Electronic Trading, Low Latency, ITIL Certified, Testing, WAN, Business Analysis, Project Management, Network Architecture, Infrastructure, Routing, High Availability, Integration, Cisco Technologies, Network Engineering, Managed Services, Switches, Computer Network..., Technical Support, Juniper, Ethernet, Enterprise Architecture, System Deployment, Firewalls, Networking, Routing Protocols, Solaris, IT Strategy, Business Continuity, TCP/IP, Servers, Network Security, Computer Security, VPN, Routers, BGP, Cloud Computing, Unix, Operating Systems, IT Service Management, Network Design, Virtualization
Education
New York University 1981 — 1982
Diploma, Computer Technology
Msgr. Farrell High School
Lea Potts Lea Potts's Mutual of America Experience 1988 - 1998
Job Senior Content Manager at Boehringer Ingelheim
Industry Marketing and Advertising
Experience
Boehringer Ingelheim February 2015 - Present
Boehringer Ingelheim Pharmaceuticals, Inc. October 2013 - January 2015
Yoh, A Day & Zimmermann Company December 2011 - September 2013
Iceland Health, Inc. 2010 - 2011
Nutrition 21 2005 - 2010
Taro Pharmceuticals 2002 - 2005
MBS Associates 1999 - 2001
Mutual of America 1988 - 1998
Skills
Project Management, Advertising, Marketing, Promotions, Public Relations, Online Advertising, Product Development, E-commerce, Brand Management, Corporate Communications, Market Research, Public Speaking, Market Planning, Marketing Communications, Integrated Marketing, Event Management, Newsletters, Training, Leadership, Event Planning, Fundraising, Project Planning, Media Relations
Education
College of New Rochelle
Bachelor Arts, Communication Arts
Boehringer Ingelheim February 2015 - Present
Boehringer Ingelheim Pharmaceuticals, Inc. October 2013 - January 2015
Yoh, A Day & Zimmermann Company December 2011 - September 2013
Iceland Health, Inc. 2010 - 2011
Nutrition 21 2005 - 2010
Taro Pharmceuticals 2002 - 2005
MBS Associates 1999 - 2001
Mutual of America 1988 - 1998
Skills
Project Management, Advertising, Marketing, Promotions, Public Relations, Online Advertising, Product Development, E-commerce, Brand Management, Corporate Communications, Market Research, Public Speaking, Market Planning, Marketing Communications, Integrated Marketing, Event Management, Newsletters, Training, Leadership, Event Planning, Fundraising, Project Planning, Media Relations
Education
College of New Rochelle
Bachelor Arts, Communication Arts
Alfred Obiesie Alfred Obiesie's Mutual of America Experience December 2003 - August 2005
Job Director
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - Present
One Trac Mine 2001 - Present
Morgan Stanley Smith Barney February 2012 - February 2014
Morgan Stanley January 2011 - September 2011
Goldman Sachs January 2010 - August 2010
Lehman Brothers September 2005 - October 2008
Mutual of America December 2003 - August 2005
Hermes of Paris October 2002 - December 2003
MORGAN STANLEY DEAN WITTER September 1999 - September 2002
Elias Arts 1997 - 1999
Skills
Financial Reporting, General Ledger, Accruals, Variance Analysis, Financial Analysis, Budgeting, Excel, Financial Modeling, PowerPoint, PeopleSoft, Word, Forecasting, Access, Corporate Finance, Reconciliation, Microsoft Office, Process Improvement, Outlook, MIS, Accounting, Expense Control, Monthly Reporting, General Ledger..., Invoice Processing, Budget Reconciliation, Expense Budgeting, Monthly Closing, Forecasting Models, Trend Reporting, Variances, Check Processing, Chargebacks, Activity Based..., IT Financial Management, Account Reconciliation, Microsoft Word, Budgets, Analysis, Microsoft Excel, Management, Expense Management, Equities, Strategy, Vendor Management, Trend Analysis
Education
New School University 2001 — 2003
Audio Engineering Certification
Queens College 1993 — 1996
Acounting
Brooklyn Technical HS 1989 — 1993
Aerospace, Aeronautical and Astronautical/Space Engineering
Morgan Stanley Wealth Management February 2014 - Present
One Trac Mine 2001 - Present
Morgan Stanley Smith Barney February 2012 - February 2014
Morgan Stanley January 2011 - September 2011
Goldman Sachs January 2010 - August 2010
Lehman Brothers September 2005 - October 2008
Mutual of America December 2003 - August 2005
Hermes of Paris October 2002 - December 2003
MORGAN STANLEY DEAN WITTER September 1999 - September 2002
Elias Arts 1997 - 1999
Skills
Financial Reporting, General Ledger, Accruals, Variance Analysis, Financial Analysis, Budgeting, Excel, Financial Modeling, PowerPoint, PeopleSoft, Word, Forecasting, Access, Corporate Finance, Reconciliation, Microsoft Office, Process Improvement, Outlook, MIS, Accounting, Expense Control, Monthly Reporting, General Ledger..., Invoice Processing, Budget Reconciliation, Expense Budgeting, Monthly Closing, Forecasting Models, Trend Reporting, Variances, Check Processing, Chargebacks, Activity Based..., IT Financial Management, Account Reconciliation, Microsoft Word, Budgets, Analysis, Microsoft Excel, Management, Expense Management, Equities, Strategy, Vendor Management, Trend Analysis
Education
New School University 2001 — 2003
Audio Engineering Certification
Queens College 1993 — 1996
Acounting
Brooklyn Technical HS 1989 — 1993
Aerospace, Aeronautical and Astronautical/Space Engineering
Jason Packham Jason Packham's Mutual of America Experience March 2009 - July 2011
Job Retirement Services District Manager at ADP
Industry Financial Services
Experience
ADP August 2011 - Present
Mutual of America March 2009 - July 2011
Wachovia Securities May 2007 - March 2009
Wells Fargo Bank September 2005 - November 2006
The Hartford June 2002 - September 2005
Skills
Investments, 401k, Retirement Planning, Series 7, New Business Development, Retirement, Financial Advisory, Defined Contribution, Series 63, Insurance, Series 6, Life Insurance, FINRA, Retirement Plan..., Small Business, Fixed Annuities, Sales, Investment Advisory, Portfolio Management, Risk Management, Employee Benefits, Mortgage Lending, Sales Management, ERISA, Finance, Financial Services, Credit, Management, Sales Operations, Mutual Funds, Pensions, Strategy, Relationship Management, Profit Sharing, Wealth Management, Asset Allocation, Defined Benefit, Strategic Financial..., IRAs, Securities, Disability Insurance, Alternative Investments, Investment Strategies
Education
Portland State University 1998 — 2001
BS, Organic Chemistry
ADP August 2011 - Present
Mutual of America March 2009 - July 2011
Wachovia Securities May 2007 - March 2009
Wells Fargo Bank September 2005 - November 2006
The Hartford June 2002 - September 2005
Skills
Investments, 401k, Retirement Planning, Series 7, New Business Development, Retirement, Financial Advisory, Defined Contribution, Series 63, Insurance, Series 6, Life Insurance, FINRA, Retirement Plan..., Small Business, Fixed Annuities, Sales, Investment Advisory, Portfolio Management, Risk Management, Employee Benefits, Mortgage Lending, Sales Management, ERISA, Finance, Financial Services, Credit, Management, Sales Operations, Mutual Funds, Pensions, Strategy, Relationship Management, Profit Sharing, Wealth Management, Asset Allocation, Defined Benefit, Strategic Financial..., IRAs, Securities, Disability Insurance, Alternative Investments, Investment Strategies
Education
Portland State University 1998 — 2001
BS, Organic Chemistry
Chris Geddie, CFP ® Chris Geddie, CFP ®'s Mutual of America Experience April 2005 - May 2015
Job
Industry Financial Services
Experience
Lockton Retirement Services May 2015 - Present
Mutual of America April 2005 - May 2015
Fidelity Investments May 1998 - April 2005
Skills
Sales, 401k, Mutual Funds, Certified Financial..., Retirement Planning, Series 63, Retirement, Series 7, Wealth Management, Start-ups, Nonprofits, Chartered Retirement...
Education
Southern Methodist University 2008 — 2009
Certificate Program In Financial Planning
Southern Methodist University - Cox School of Business 2002 — 2004
MBA
The University of Texas at Austin 1994 — 1998
BS
Lockton Retirement Services May 2015 - Present
Mutual of America April 2005 - May 2015
Fidelity Investments May 1998 - April 2005
Skills
Sales, 401k, Mutual Funds, Certified Financial..., Retirement Planning, Series 63, Retirement, Series 7, Wealth Management, Start-ups, Nonprofits, Chartered Retirement...
Education
Southern Methodist University 2008 — 2009
Certificate Program In Financial Planning
Southern Methodist University - Cox School of Business 2002 — 2004
MBA
The University of Texas at Austin 1994 — 1998
BS
Jeremy V Carbone's Mutual of America Experience November 2006 - September 2010
Job Client Service Associate at The Centurion Group
Industry Financial Services
Experience
The Centurion Group Associate Account RepresentativeMutual of AmericaNovember 2006 - September 2010
Mutual of America November 2006 - September 2010
First Investors Corporation June 2006 - October 2006
Montgomery County Office of Children & Youth May 2005 - August 2005
Education
Shippensburg University of Pennsylvania 2001 — 2005
BS, Public Administration
The Centurion Group Associate Account RepresentativeMutual of AmericaNovember 2006 - September 2010
Mutual of America November 2006 - September 2010
First Investors Corporation June 2006 - October 2006
Montgomery County Office of Children & Youth May 2005 - August 2005
Education
Shippensburg University of Pennsylvania 2001 — 2005
BS, Public Administration
Devin Crowley, CFA Devin Crowley, CFA's Mutual of America Experience January 2008 - April 2011
Job Director Asset Liability Management at GE Capital
Industry Financial Services
Experience
GE Capital September 2014 - Present
GE Capital August 2013 - August 2014
GE Capital May 2011 - July 2013
Mutual of America January 2008 - April 2011
Education
Seton Hall University
Bachelor of Science (B.Sc.), Finance
GE Capital September 2014 - Present
GE Capital August 2013 - August 2014
GE Capital May 2011 - July 2013
Mutual of America January 2008 - April 2011
Education
Seton Hall University
Bachelor of Science (B.Sc.), Finance
Yesenia Gonzalez's Mutual of America Experience November 2008 - Present
Job Sr. Accountant at Mutual of America
Industry Financial Services
Experience
Mutual of America November 2008 - Present
Robert Rossi & CO January 2008 - May 2008
Beyond Accounting INC. June 2007 - August 2007
Skills
Financial Reporting, Internal Controls, Account Reconciliation, Accounting, Financial Analysis, Auditing, Analysis, Management, Financial Accounting, Financial Statements, Journal Entries, Finance, Microsoft Excel
Education
Pennsylvania College of Technology 2003 — 2007
Bachelor of Science (B.S.), Accounting
Penn State University 2002 — 2003
Bachelor of Science (B.S.), Accounting
Mutual of America November 2008 - Present
Robert Rossi & CO January 2008 - May 2008
Beyond Accounting INC. June 2007 - August 2007
Skills
Financial Reporting, Internal Controls, Account Reconciliation, Accounting, Financial Analysis, Auditing, Analysis, Management, Financial Accounting, Financial Statements, Journal Entries, Finance, Microsoft Excel
Education
Pennsylvania College of Technology 2003 — 2007
Bachelor of Science (B.S.), Accounting
Penn State University 2002 — 2003
Bachelor of Science (B.S.), Accounting
Robert Kuykendall Robert Kuykendall's Mutual of America Experience February 2007 - January 2011
Job Investment Banking Associate at Sheshunoff Consulting + Solutions
Industry Investment Management
Experience
Sheshunoff Consulting + Solutions May 2012 - Present
Century Management September 2011 - May 2012
McCoy School of Business - Student Managed Investment Fund August 2011 - May 2012
RJ O'Brien & Associates LLC June 2011 - July 2011
Mutual of America February 2007 - January 2011
T. Rowe Price August 2005 - February 2007
Skills
Bloomberg, Fixed Income, Financial Analysis, Banking, Investment Banking, Excel, Acquisitions, Market Research, Valuation, Customer Relations, Factset, VB.NET, SQL, Portfolio Management, SNL, Mergers, Microsoft Excel, Finance, Mergers & Acquisitions, Investments, Competitive Analysis, Financial Modeling, Equity Research, Mutual Funds, Leadership, Corporate Finance, Equities, Due Diligence, Analysis
Education
Texas State University 2011 — 2012
Bachelor of Business Administration (BBA), Computer Information Systems
Texas State University 2002 — 2005
Bachelor of Business Administration (BBA), Finance
Sheshunoff Consulting + Solutions May 2012 - Present
Century Management September 2011 - May 2012
McCoy School of Business - Student Managed Investment Fund August 2011 - May 2012
RJ O'Brien & Associates LLC June 2011 - July 2011
Mutual of America February 2007 - January 2011
T. Rowe Price August 2005 - February 2007
Skills
Bloomberg, Fixed Income, Financial Analysis, Banking, Investment Banking, Excel, Acquisitions, Market Research, Valuation, Customer Relations, Factset, VB.NET, SQL, Portfolio Management, SNL, Mergers, Microsoft Excel, Finance, Mergers & Acquisitions, Investments, Competitive Analysis, Financial Modeling, Equity Research, Mutual Funds, Leadership, Corporate Finance, Equities, Due Diligence, Analysis
Education
Texas State University 2011 — 2012
Bachelor of Business Administration (BBA), Computer Information Systems
Texas State University 2002 — 2005
Bachelor of Business Administration (BBA), Finance
Anita Walker's Mutual of America Experience 2007 - Present
Job Corporate Trainer at Mutual of America
Industry Insurance
Experience
Mutual of America 2007 - Present
The City College of New York 1998 - January 2012
Medical Health and Research Association of New York City 1999 - 2007
Skills
Microsoft Office, Public Speaking, Instructional Design, Instructor-led Training, Team Building, Microsoft Excel, Access, Staff Development, Research, Curriculum Development, Curriculum Design, Training, Leadership Development, Customer Service, Non-profits, Educational Technology, Visio, Microsoft Word, Teaching, Nonprofits, Project Management, Program Management, Community Outreach, Data Analysis
Education
North Carolina Agricultural and Technical State University 1994 — 1996
Masters of Science, Adult Education
North Carolina Agricultural and Technical State University 1988 — 1993
Bachelors of Science, Business Management
Hanau American High School, West Germany 1985 — 1988
Diploma, General/College Prep
Mutual of America 2007 - Present
The City College of New York 1998 - January 2012
Medical Health and Research Association of New York City 1999 - 2007
Skills
Microsoft Office, Public Speaking, Instructional Design, Instructor-led Training, Team Building, Microsoft Excel, Access, Staff Development, Research, Curriculum Development, Curriculum Design, Training, Leadership Development, Customer Service, Non-profits, Educational Technology, Visio, Microsoft Word, Teaching, Nonprofits, Project Management, Program Management, Community Outreach, Data Analysis
Education
North Carolina Agricultural and Technical State University 1994 — 1996
Masters of Science, Adult Education
North Carolina Agricultural and Technical State University 1988 — 1993
Bachelors of Science, Business Management
Hanau American High School, West Germany 1985 — 1988
Diploma, General/College Prep
Jennifer Knepper's Mutual of America Experience May 2004 - August 2012
Job Finance at McMasterCarr
Industry Financial Services
Experience
McMaster-Carr August 2015 - Present
McMaster-Carr September 2013 - Present
BlogHer Publishing Network September 2008 - November 2013
McMaster-Carr May 2013 - September 2013
Mutual of America May 2004 - August 2012
Chase Bank December 2003 - May 2004
American General Financial Services 2002 - 2003
Skills
Social Media, 401k, 403b, Customer Service, Qualified Retirement..., Defined Contribution, Compliance, Relationship Management, Customer Retention, ERISA, Retirement, Reviews, Twitter, Facebook, Editing, Ghostwriting, Marketing Communications, Blogging, PowerPoint, Creative Writing, Public Speaking, Microsoft Word, Teaching, SEO, Teamwork, Coaching, Performance Reviews, Writing, Building Relationships, Microsoft Office
Education
The University of Akron 2005 — 2008
Master of Science in Accountancy, Accounting
Youngstown State University 1998 — 2002
Bachelor of Science in Business Administration, Human Resources Management/Personnel Administration, General
McMaster-Carr August 2015 - Present
McMaster-Carr September 2013 - Present
BlogHer Publishing Network September 2008 - November 2013
McMaster-Carr May 2013 - September 2013
Mutual of America May 2004 - August 2012
Chase Bank December 2003 - May 2004
American General Financial Services 2002 - 2003
Skills
Social Media, 401k, 403b, Customer Service, Qualified Retirement..., Defined Contribution, Compliance, Relationship Management, Customer Retention, ERISA, Retirement, Reviews, Twitter, Facebook, Editing, Ghostwriting, Marketing Communications, Blogging, PowerPoint, Creative Writing, Public Speaking, Microsoft Word, Teaching, SEO, Teamwork, Coaching, Performance Reviews, Writing, Building Relationships, Microsoft Office
Education
The University of Akron 2005 — 2008
Master of Science in Accountancy, Accounting
Youngstown State University 1998 — 2002
Bachelor of Science in Business Administration, Human Resources Management/Personnel Administration, General
Adrienne Robertson, Esq. Adrienne Robertson, Esq.'s Mutual of America Experience 1996 - 1998
Job Associate at Sherman & Howard L.L.C.
Industry Law Practice
Experience
Sherman & Howard L.L.C. July 2015 - Present
Drinker Biddle & Reath LLP March 2013 - June 2015
Vanguard September 2012 - March 2013
Vanguard February 2012 - September 2012
Vanguard April 2006 - February 2012
Vanguard June 2004 - April 2006
Northern Trust Retirement Consulting February 1998 - May 2004
Mutual of America 1996 - 1998
AXA 1988 - 1995
Skills
ERISA, Retirement Planning, 401k, Employee Benefits, Defined Contribution, Mutual Funds, Legal Writing, Legal Research, Qualified Retirement..., Financial Services, Mergers & Acquisitions, Retirement, Tax, Defined Benefit, Non-Qualified Deferred..., Investments, Series 63, Series 6, Securities, Insurance, Pensions, Estate Planning, Corporate Law, Retirement Plan..., Executive Pay
Education
Widener University School of Law 2007 — 2011
J.D., Law
Rensselaer Polytechnic Institute
B.S., Science
Sherman & Howard L.L.C. July 2015 - Present
Drinker Biddle & Reath LLP March 2013 - June 2015
Vanguard September 2012 - March 2013
Vanguard February 2012 - September 2012
Vanguard April 2006 - February 2012
Vanguard June 2004 - April 2006
Northern Trust Retirement Consulting February 1998 - May 2004
Mutual of America 1996 - 1998
AXA 1988 - 1995
Skills
ERISA, Retirement Planning, 401k, Employee Benefits, Defined Contribution, Mutual Funds, Legal Writing, Legal Research, Qualified Retirement..., Financial Services, Mergers & Acquisitions, Retirement, Tax, Defined Benefit, Non-Qualified Deferred..., Investments, Series 63, Series 6, Securities, Insurance, Pensions, Estate Planning, Corporate Law, Retirement Plan..., Executive Pay
Education
Widener University School of Law 2007 — 2011
J.D., Law
Rensselaer Polytechnic Institute
B.S., Science
Carey L. Rothbardt's Mutual of America Experience March 2010 - Present
Job Group Retirement Plan Specialist
Industry Financial Services
Experience
Mutual of America March 2010 - Present
Solex College March 2009 - March 2012
Lighthouse Group January 2005 - March 2010
Vasey State Farm Agency January 2003 - January 2005
LaSalle Bank January 1994 - January 2003
Ravenswood Hospital September 1993 - February 1994
Skills
Retirement Planning, 401k, Employee Benefits, Investments, Insurance, Small Business, Sales, Training, Disability Insurance, Public Speaking, Retirement, Fixed Annuities, Mutual Funds, Wealth Management, Securities, Asset Allocation, Management, Finance, Marketing, Recruiting, Strategic Planning, Negotiation, Mergers & Acquisitions, Life Insurance, Customer Retention, Investment Advisory, Financial Services, Alternative Investments, Financial Analysis, Estate Planning, Series 63, Loans, Equities, Relationship Management, Human Resources, Networking, Credit, Cold Calling, Asset Management, Sales Operations, Pensions, Financial Planners, Term Life Insurance, Risk Management, Health Insurance, Program Management, Succession Planning, Asset Managment, Interviews
Education
North Park University 1997 — 2000
M.B.A, Marketing/Sales Management and a Certificate in Organizational Behavior
Northeastern Illinois University 1990 — 1994
B.A., Speech Communication and Human Resource Development
Mutual of America March 2010 - Present
Solex College March 2009 - March 2012
Lighthouse Group January 2005 - March 2010
Vasey State Farm Agency January 2003 - January 2005
LaSalle Bank January 1994 - January 2003
Ravenswood Hospital September 1993 - February 1994
Skills
Retirement Planning, 401k, Employee Benefits, Investments, Insurance, Small Business, Sales, Training, Disability Insurance, Public Speaking, Retirement, Fixed Annuities, Mutual Funds, Wealth Management, Securities, Asset Allocation, Management, Finance, Marketing, Recruiting, Strategic Planning, Negotiation, Mergers & Acquisitions, Life Insurance, Customer Retention, Investment Advisory, Financial Services, Alternative Investments, Financial Analysis, Estate Planning, Series 63, Loans, Equities, Relationship Management, Human Resources, Networking, Credit, Cold Calling, Asset Management, Sales Operations, Pensions, Financial Planners, Term Life Insurance, Risk Management, Health Insurance, Program Management, Succession Planning, Asset Managment, Interviews
Education
North Park University 1997 — 2000
M.B.A, Marketing/Sales Management and a Certificate in Organizational Behavior
Northeastern Illinois University 1990 — 1994
B.A., Speech Communication and Human Resource Development
Carrie Zaretski Carrie Zaretski's Mutual of America Experience 1982 - 1995
Job Regional Vice President
Industry Financial Services
Experience
Ohio National Financial Services April 1995 - Present
ohio nationAL 1995 - Present
Mutual of America 1982 - 1995
Education
St. John's University, The Peter J. Tobin College of Business 1977 — 1982
BS, Marketing, Economic
Jumior High and HS
Ohio National Financial Services April 1995 - Present
ohio nationAL 1995 - Present
Mutual of America 1982 - 1995
Education
St. John's University, The Peter J. Tobin College of Business 1977 — 1982
BS, Marketing, Economic
Jumior High and HS
Michael Hutter's Mutual of America Experience June 2015 - Present
Job Group Account Representative with Mutual of America
Industry Financial Services
Experience
Mutual of America June 2015 - Present
Armor Wealth Management January 2014 - June 2015
New York Life Insurance Company June 2012 - December 2013
FC Dallas August 2011 - May 2012
Brazos Valley Bombers August 2009 - December 2009
Education
Texas A&M University 2007 — 2011
Sport Management, Minors: Business, International Cultural and Diversity
Mutual of America June 2015 - Present
Armor Wealth Management January 2014 - June 2015
New York Life Insurance Company June 2012 - December 2013
FC Dallas August 2011 - May 2012
Brazos Valley Bombers August 2009 - December 2009
Education
Texas A&M University 2007 — 2011
Sport Management, Minors: Business, International Cultural and Diversity
Brandon Speer Brandon Speer's Mutual of America Experience November 2006 - May 2010
Job Accredited Retirement Plan Consultant
Industry Financial Services
Experience
PAYCHEX INC May 2015 - Present
Advisors Asset Management, Inc. July 2014 - May 2015
ADP April 2011 - January 2014
Paychex June 2010 - March 2011
Mutual of America November 2006 - May 2010
American Funds 2001 - 2006
Skills
Employee Benefits, Insurance, Benefits Administration, Cold Calling, Defined Benefit, Health Insurance, COBRA, Sales, Account Management, Small Business, Employee Relations, 401k, Retirement Planning, Retirement, Selling, Investments
Education
The University of Texas at San Antonio 1993 — 1998
Bachelor of Arts (B.A.), English/Communications
Taft High School 1988 — 1992
PAYCHEX INC May 2015 - Present
Advisors Asset Management, Inc. July 2014 - May 2015
ADP April 2011 - January 2014
Paychex June 2010 - March 2011
Mutual of America November 2006 - May 2010
American Funds 2001 - 2006
Skills
Employee Benefits, Insurance, Benefits Administration, Cold Calling, Defined Benefit, Health Insurance, COBRA, Sales, Account Management, Small Business, Employee Relations, 401k, Retirement Planning, Retirement, Selling, Investments
Education
The University of Texas at San Antonio 1993 — 1998
Bachelor of Arts (B.A.), English/Communications
Taft High School 1988 — 1992
Scott Rothstein Scott Rothstein's Mutual of America Experience January 2009 - Present
Job Executive Vice President & Deputy General Counsel at Mutual of America
Industry Financial Services
Experience
Mutual of America January 2009 - Present
NYS Commission to Modernize Regulation of Financial Services September 2007 - December 2008
Morgan Stanley August 2004 - August 2007
American Skandia August 2001 - July 2004
Aetna July 1999 - July 2001
Day, Berry & Howard LLP 1998 - 1999
Skills
Securities Regulation, Strategic Planning, Securities, Hedge Funds, FINRA, Mergers & Acquisitions, Corporate Governance, Corporate Law, Alternative Investments, Risk Management
Education
The University of Connecticut School of Law 1991 — 1994
JD, Law
University of Pennsylvania 1983 — 1987
BA, History
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Econ, Management
Irvington High School 1979 — 1983
Mutual of America January 2009 - Present
NYS Commission to Modernize Regulation of Financial Services September 2007 - December 2008
Morgan Stanley August 2004 - August 2007
American Skandia August 2001 - July 2004
Aetna July 1999 - July 2001
Day, Berry & Howard LLP 1998 - 1999
Skills
Securities Regulation, Strategic Planning, Securities, Hedge Funds, FINRA, Mergers & Acquisitions, Corporate Governance, Corporate Law, Alternative Investments, Risk Management
Education
The University of Connecticut School of Law 1991 — 1994
JD, Law
University of Pennsylvania 1983 — 1987
BA, History
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Econ, Management
Irvington High School 1979 — 1983
Kathleen M. McDermott, AIDM Kathleen M. McDermott, AIDM's Mutual of America Experience April 1996 - August 2004
Job Data Management Specialist at NJM Insurance Group
Industry Insurance
Experience
NJM Insurance Group September 2004 - Present
Mutual of America April 1996 - August 2004
Deloitte Touche Tohmatsu International July 1995 - April 1996
Dean Witter Reynolds, Inc January 1994 - June 1995
Skills
Business Analysis, Data Stewardship, Metadata Management, Data Governance, Data Standards, Data Administration, Data Analysis, Informatica, SAS, SQL, Access, Analysis, Business Intelligence, Business Requirements, Data Quality, Databases, Data Warehousing, Data Modeling, ETL, Management, Process Improvement, Microsoft SQL Server, Testing, Visio, Vendor Management, SSRS, Insurance, Requirements Gathering, Security, Software Documentation, SDLC, Program Management
Education
New York Institute of Technology-Old Westbury
BS, Management of Information Systems
NJM Insurance Group September 2004 - Present
Mutual of America April 1996 - August 2004
Deloitte Touche Tohmatsu International July 1995 - April 1996
Dean Witter Reynolds, Inc January 1994 - June 1995
Skills
Business Analysis, Data Stewardship, Metadata Management, Data Governance, Data Standards, Data Administration, Data Analysis, Informatica, SAS, SQL, Access, Analysis, Business Intelligence, Business Requirements, Data Quality, Databases, Data Warehousing, Data Modeling, ETL, Management, Process Improvement, Microsoft SQL Server, Testing, Visio, Vendor Management, SSRS, Insurance, Requirements Gathering, Security, Software Documentation, SDLC, Program Management
Education
New York Institute of Technology-Old Westbury
BS, Management of Information Systems
Margie Gillespie Margie Gillespie's Mutual of America Experience June 1989 - August 1997
Job Retirement Plan Professional / Senior Account Executive at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2001 - Present
Mutual of America June 1989 - August 1997
Fidelity & Guaranty Life Insurance Company March 1975 - July 1989
Skills
Employee Benefits
Education
Robert Morris University 1984 — 1989
Principal Financial Group March 2001 - Present
Mutual of America June 1989 - August 1997
Fidelity & Guaranty Life Insurance Company March 1975 - July 1989
Skills
Employee Benefits
Education
Robert Morris University 1984 — 1989
Kristin Vita Kristin Vita's Mutual of America Experience
Job Service Manager at Mutual of America
Industry Financial Services
Experience
Mutual of America
Skills
403 b, 401k, 401k Rollovers, Retirement Plan..., Retirement, Retirement Savings, Retirement Plan Design, Retirement Plan..., Financial Services
Education
Stephen F. Austin State University 2000 — 2004
Mutual of America
Skills
403 b, 401k, 401k Rollovers, Retirement Plan..., Retirement, Retirement Savings, Retirement Plan Design, Retirement Plan..., Financial Services
Education
Stephen F. Austin State University 2000 — 2004
Tracie Hashbarger Reid's Mutual of America Experience April 2009 - December 2010
Job Accounting
Industry Financial Services
Experience
Chermak Construction, Inc May 2012 - Present
Mutual of America April 2009 - December 2010
Performance Contracting, Inc. July 2003 - April 2009
Mutual Of America September 1998 - July 2003
Skills
Customer Service, Account Management, Employee Benefits, Event Planning, Advertising, Accounts Payable, Payroll, Accounting, Team Building, Administration, PowerPoint, Program Management, Strategic Planning, Microsoft Office
Education
Shoreline Community College
Psychology
Shoreline Community College
Chermak Construction, Inc May 2012 - Present
Mutual of America April 2009 - December 2010
Performance Contracting, Inc. July 2003 - April 2009
Mutual Of America September 1998 - July 2003
Skills
Customer Service, Account Management, Employee Benefits, Event Planning, Advertising, Accounts Payable, Payroll, Accounting, Team Building, Administration, PowerPoint, Program Management, Strategic Planning, Microsoft Office
Education
Shoreline Community College
Psychology
Shoreline Community College
Scott Iverson CFP, ChFC, CEBS, CRPS Scott Iverson CFP, ChFC, CEBS, CRPS's Mutual of America Experience February 2007 - June 2015
Job Operations Manager & Investment Advisor at Claris Advisors
Industry Financial Services
Experience
Claris Advisors June 2015 - Present
Mutual of America February 2007 - June 2015
Edward Jones March 2004 - February 2007
Skills
Portfolio Management, Investments, Retirement Planning, Wealth Management, Retirement, Management, Analysis, Financial Analysis, Equities, Financial Planning, Fixed Income Portfolio..., Fixed Income Analysis, Finance, Insurance, Team Leadership, Leadership, Nonprofits, Operations Management, Organizational..., Project Management, Strategic Planning, Public Speaking, Process Improvement, Risk Management, Tax
Education
Stetson University 2000 — 2001
Master of Business Administration (M.B.A.), International Finance
Université d'Avignon et des Pays de Vaucluse 2000 — 2000
Diplôme d'Etudes en Langue Française, French Language and Literature
Stetson University 1997 — 2000
Bachelor’s Degree, Finance
Claris Advisors June 2015 - Present
Mutual of America February 2007 - June 2015
Edward Jones March 2004 - February 2007
Skills
Portfolio Management, Investments, Retirement Planning, Wealth Management, Retirement, Management, Analysis, Financial Analysis, Equities, Financial Planning, Fixed Income Portfolio..., Fixed Income Analysis, Finance, Insurance, Team Leadership, Leadership, Nonprofits, Operations Management, Organizational..., Project Management, Strategic Planning, Public Speaking, Process Improvement, Risk Management, Tax
Education
Stetson University 2000 — 2001
Master of Business Administration (M.B.A.), International Finance
Université d'Avignon et des Pays de Vaucluse 2000 — 2000
Diplôme d'Etudes en Langue Française, French Language and Literature
Stetson University 1997 — 2000
Bachelor’s Degree, Finance
Melissa Aversa Melissa Aversa's Mutual of America Experience May 2014 - Present
Job Accounting Intern at Mutual of America
Industry Financial Services
Experience
Mutual of America May 2014 - Present
Bath & Body Works November 2014 - February 2015
EXPRESS February 2012 - May 2013
Skills
Accounting, Time Management, Journal Entries, Microsoft Office, Microsoft Word, PowerPoint, Communication, Social Media, Leadership
Education
State University of New York College at Oneonta 2015 — 2016
Master's degree, Professional Accounting
St. Thomas Aquinas College 2012 — 2014
Mutual of America May 2014 - Present
Bath & Body Works November 2014 - February 2015
EXPRESS February 2012 - May 2013
Skills
Accounting, Time Management, Journal Entries, Microsoft Office, Microsoft Word, PowerPoint, Communication, Social Media, Leadership
Education
State University of New York College at Oneonta 2015 — 2016
Master's degree, Professional Accounting
St. Thomas Aquinas College 2012 — 2014
Susan A. Sipos's Mutual of America Experience 1990 - 1994
Job Patent Attorney at Hoffmann & Baron, LLP
Industry Law Practice
Experience
Hoffmann & Baron, LLP March 1998 - Present
Mutual of America 1990 - 1994
Skills
Patent Prosecution, Pharmaceuticals, Biotechnology, Nanotechnology, Patent preparation, Prosecution, Patents, Intellectual Property, Polymers, Life Sciences, Chemistry, Biochemistry, Biopharmaceuticals, Patent Drafting, Patentability, Drug Delivery, Molecular Biology, Immunology, Vaccines, Patent Portfolio..., IP, Stem Cells, Trademark Prosecution, Patent Strategy, Registered Patent..., Software Patents
Education
New York University
Masters of Science, Biology, General
New York University
Bachelor of Science (BS), Mathematics
Saint John's University School of Law
Doctor of Law (JD), Law
The Mary Louis Academy
Hoffmann & Baron, LLP March 1998 - Present
Mutual of America 1990 - 1994
Skills
Patent Prosecution, Pharmaceuticals, Biotechnology, Nanotechnology, Patent preparation, Prosecution, Patents, Intellectual Property, Polymers, Life Sciences, Chemistry, Biochemistry, Biopharmaceuticals, Patent Drafting, Patentability, Drug Delivery, Molecular Biology, Immunology, Vaccines, Patent Portfolio..., IP, Stem Cells, Trademark Prosecution, Patent Strategy, Registered Patent..., Software Patents
Education
New York University
Masters of Science, Biology, General
New York University
Bachelor of Science (BS), Mathematics
Saint John's University School of Law
Doctor of Law (JD), Law
The Mary Louis Academy
Victoria M. Bergmann's Mutual of America Experience May 2015 - Present
Job Student at Syracuse University
Industry Financial Services
Experience
Mutual of America May 2015 - Present
Gamma Phi Beta Sorority December 2014 - Present
Kumon North America, Inc. September 2014 - May 2015
Realty USA July 2014 - August 2014
Silverleaf Resorts June 2014 - July 2014
Bruegger's Bagels February 2012 - August 2012
Skills
Leadership, Organization Skills, Customer Service, Strategic Planning, Windows, Social Media, Real Estate Economics, Product Development
Education
Syracuse University 2012 — 2016
Bachelor's Degree, Economics
Mutual of America May 2015 - Present
Gamma Phi Beta Sorority December 2014 - Present
Kumon North America, Inc. September 2014 - May 2015
Realty USA July 2014 - August 2014
Silverleaf Resorts June 2014 - July 2014
Bruegger's Bagels February 2012 - August 2012
Skills
Leadership, Organization Skills, Customer Service, Strategic Planning, Windows, Social Media, Real Estate Economics, Product Development
Education
Syracuse University 2012 — 2016
Bachelor's Degree, Economics
Joseph Gober's Mutual of America Experience May 2015 - July 2015
Job Financial analyst
Industry Accounting
Experience
Mutual of America May 2015 - July 2015
Cal South California State Soccer Association-South 2013 - January 2015
Skills
Time Management, Social Networking, Microsoft Excel, PowerPoint, Public Speaking
Education
San Diego State University-California State University 2013 — 2017
Bachelor of Accountancy
Mutual of America May 2015 - July 2015
Cal South California State Soccer Association-South 2013 - January 2015
Skills
Time Management, Social Networking, Microsoft Excel, PowerPoint, Public Speaking
Education
San Diego State University-California State University 2013 — 2017
Bachelor of Accountancy
Kristen Brophy Kristen Brophy's Mutual of America Experience June 2014 - August 2014
Job Digital Search Analyst at Initiative
Industry Marketing and Advertising
Experience
Initiative June 2015 - Present
Feats January 2015 - May 2015
Mutual of America June 2014 - August 2014
Mutual of America June 2013 - August 2013
Skills
Social Media, Social Networking, Microsoft Excel, Marketing, Social Media Marketing, Customer Service, Public Speaking, SEO, Search Advertising
Education
Towson University 2011 — 2015
Bachelor of Science (BS), Mass Communication, Public Relations/Advertising
Towson University 2011 — 2015
Bachelor of Science (BS), Mass Communication/Media Studies
Initiative June 2015 - Present
Feats January 2015 - May 2015
Mutual of America June 2014 - August 2014
Mutual of America June 2013 - August 2013
Skills
Social Media, Social Networking, Microsoft Excel, Marketing, Social Media Marketing, Customer Service, Public Speaking, SEO, Search Advertising
Education
Towson University 2011 — 2015
Bachelor of Science (BS), Mass Communication, Public Relations/Advertising
Towson University 2011 — 2015
Bachelor of Science (BS), Mass Communication/Media Studies
Nicholas Blackner Nicholas Blackner's Mutual of America Experience February 2014 - September 2015
Job Registered Financial Services Consultant
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
Mutual of America February 2014 - September 2015
Towne Park June 2013 - February 2014
HJD Property Managment February 2011 - June 2013
Towne Park October 2010 - October 2011
Handy Hadley March 2005 - September 2010
Skills
Customer Service, Teamwork, Training, Microsoft Word, PowerPoint, Team Leadership, Microsoft Office, Microsoft Excel, Project Management, Public Speaking, Research, Marketing, Event Management, Inventory Management, Residential Homes, Site Management, Custom Remodeling, Texture Painting, Payroll, Employee Management, Employee Training, Ceramic Tile, Leadership, Scheduling Management, Hotels, Hospitality
Education
The University of Texas at Arlington 2011 — 2013
Bachelor of Science (BS), Interdisciplinary Studies
North Lake College
Associate of Science (A.S.), Science
TIAA-CREF September 2015 - Present
Mutual of America February 2014 - September 2015
Towne Park June 2013 - February 2014
HJD Property Managment February 2011 - June 2013
Towne Park October 2010 - October 2011
Handy Hadley March 2005 - September 2010
Skills
Customer Service, Teamwork, Training, Microsoft Word, PowerPoint, Team Leadership, Microsoft Office, Microsoft Excel, Project Management, Public Speaking, Research, Marketing, Event Management, Inventory Management, Residential Homes, Site Management, Custom Remodeling, Texture Painting, Payroll, Employee Management, Employee Training, Ceramic Tile, Leadership, Scheduling Management, Hotels, Hospitality
Education
The University of Texas at Arlington 2011 — 2013
Bachelor of Science (BS), Interdisciplinary Studies
North Lake College
Associate of Science (A.S.), Science
Karen Greenberg, CFA's Mutual of America Experience 1996 - 1998
Job Managing Director, Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group November 2014 - Present
Turner Investments, L.P. June 2012 - November 2014
Atalanta Sosnoff Capital 2010 - June 2012
Morgan Stanley Investment Management 2004 - March 2010
Northern Trust Global Investments 1998 - 2004
Mutual of America 1996 - 1998
Evaluation Associates 1994 - 1996
Lockheed Martin 1989 - 1994
Education
The George Washington University - School of Business 1992 — 1994
MBA, Business
University of Delaware 1985 — 1989
BS, Business
Janus Capital Group November 2014 - Present
Turner Investments, L.P. June 2012 - November 2014
Atalanta Sosnoff Capital 2010 - June 2012
Morgan Stanley Investment Management 2004 - March 2010
Northern Trust Global Investments 1998 - 2004
Mutual of America 1996 - 1998
Evaluation Associates 1994 - 1996
Lockheed Martin 1989 - 1994
Education
The George Washington University - School of Business 1992 — 1994
MBA, Business
University of Delaware 1985 — 1989
BS, Business
Helen Merritt Helen Merritt's Mutual of America Experience May 2003 - September 2011
Job Vice President, Assistant Controller at Pure Insurance
Industry Insurance
Experience
Pure Insurance August 2014 - Present
General Motors Asset Management September 2011 - August 2014
Mutual of America May 2003 - September 2011
National Guardian Life Insurance Company November 2002 - January 2003
PricewaterhouseCoopers L.L.P September 1998 - June 2001
Skills
Financial Reporting, Accounting, Financial Analysis, Management, Team Leadership, Internal Controls..., Auditing, Statutory Accounting, US GAAP, Finance, Consolidation
Education
Rutgers University 1994 — 1998
Bachelor of Science (B.S.), Accounting, 3.6
Pure Insurance August 2014 - Present
General Motors Asset Management September 2011 - August 2014
Mutual of America May 2003 - September 2011
National Guardian Life Insurance Company November 2002 - January 2003
PricewaterhouseCoopers L.L.P September 1998 - June 2001
Skills
Financial Reporting, Accounting, Financial Analysis, Management, Team Leadership, Internal Controls..., Auditing, Statutory Accounting, US GAAP, Finance, Consolidation
Education
Rutgers University 1994 — 1998
Bachelor of Science (B.S.), Accounting, 3.6
Ed Taravella, CRPS Ed Taravella, CRPS's Mutual of America Experience August 1993 - Present
Job Account Executive at Mutual of America
Industry Financial Services
Experience
Mutual of America August 1993 - Present
Mutual of America March 2007 - March 2009
Skills
403(b) Plans, 401(k), 401(a), 457(b),(f), 401k, Defined Benefit, Defined Contribution, ERISA, Retirement, Pensions, Fixed Annuities, Retirement Planning, Series 63, Roth IRA, Retirement Plan..., Mutual Funds, Employee Benefits, Series 6, Asset Allocation, IRAs, Portfolio Management, Wealth Management
Education
Nassau Community College 1980 — 1982
Mutual of America August 1993 - Present
Mutual of America March 2007 - March 2009
Skills
403(b) Plans, 401(k), 401(a), 457(b),(f), 401k, Defined Benefit, Defined Contribution, ERISA, Retirement, Pensions, Fixed Annuities, Retirement Planning, Series 63, Roth IRA, Retirement Plan..., Mutual Funds, Employee Benefits, Series 6, Asset Allocation, IRAs, Portfolio Management, Wealth Management
Education
Nassau Community College 1980 — 1982
Ben Negley Ben Negley's Mutual of America Experience November 1999 - December 2002
Job Executive Director at Cayuga Medical Associates
Industry Hospital & Health Care
Experience
Cayuga Medical Associates December 2011 - Present
Eastern PA Healthcare Executive Network December 2010 - December 2011
St. Luke's Hospital and Health Network April 2010 - December 2011
St. Luke's Hospital November 2006 - April 2010
Children's Hospital of Wisconsin-Fox Valley September 2004 - October 2006
NYU Hospital for Joint Diseases January 2003 - August 2004
Mutual of America November 1999 - December 2002
HealthCorps September 1998 - July 1999
Skills
Hospitals, Healthcare, Neurology, Physicians, HIPAA, Medicine, Leadership, Healthcare Management, Physician Relations, Strategic Planning, Management, Medicaid
Education
Seton Hall University 2001 — 2003
MHA, Healthcare Administration
University of Wisconsin-Madison 1994 — 1998
BA, Sociology / Social Welfare
Cayuga Medical Associates December 2011 - Present
Eastern PA Healthcare Executive Network December 2010 - December 2011
St. Luke's Hospital and Health Network April 2010 - December 2011
St. Luke's Hospital November 2006 - April 2010
Children's Hospital of Wisconsin-Fox Valley September 2004 - October 2006
NYU Hospital for Joint Diseases January 2003 - August 2004
Mutual of America November 1999 - December 2002
HealthCorps September 1998 - July 1999
Skills
Hospitals, Healthcare, Neurology, Physicians, HIPAA, Medicine, Leadership, Healthcare Management, Physician Relations, Strategic Planning, Management, Medicaid
Education
Seton Hall University 2001 — 2003
MHA, Healthcare Administration
University of Wisconsin-Madison 1994 — 1998
BA, Sociology / Social Welfare
Colin Corrigan Colin Corrigan's Mutual of America Experience October 2012 - March 2015
Job Budget Manager, Finance Department, Amalgamated Life Insurance Company
Industry Financial Services
Experience
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies September 2015 - Present
Mutual of America October 2012 - March 2015
Mutual of America September 2007 - September 2012
Mutual of America March 2004 - September 2007
Mutual of America December 2002 - March 2004
Weil, Gotshal & Manges LLP 1999 - 2000
Skills
Strategic Planning, Software, Problem Analysis, Financial Analysis, Strategic Financial..., Budgets, Managerial Finance, Financial Modeling, Sales, Strategic Planning and..., Regulatory Compliance..., Customer Service and..., Budget Analysis and..., Rapid Conflict..., Organizational..., MS Word, MS Excel, MS PowerPoint, MS Outlook, Microsoft Access, Microsoft Visio, Microsoft SharePoint, SAS Solutions Services..., SAS Financial..., Excel, SAS Financial..., SAS Solutions Dimension..., Flexi Ledger, Flexi Payables, Account Reconciliation
Education
Southern Vermont College 1997 — 2002
Bachelor of Business Administration (BBA), Global Marketing, Communications, Financial Markets, and Operations and Management
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies September 2015 - Present
Mutual of America October 2012 - March 2015
Mutual of America September 2007 - September 2012
Mutual of America March 2004 - September 2007
Mutual of America December 2002 - March 2004
Weil, Gotshal & Manges LLP 1999 - 2000
Skills
Strategic Planning, Software, Problem Analysis, Financial Analysis, Strategic Financial..., Budgets, Managerial Finance, Financial Modeling, Sales, Strategic Planning and..., Regulatory Compliance..., Customer Service and..., Budget Analysis and..., Rapid Conflict..., Organizational..., MS Word, MS Excel, MS PowerPoint, MS Outlook, Microsoft Access, Microsoft Visio, Microsoft SharePoint, SAS Solutions Services..., SAS Financial..., Excel, SAS Financial..., SAS Solutions Dimension..., Flexi Ledger, Flexi Payables, Account Reconciliation
Education
Southern Vermont College 1997 — 2002
Bachelor of Business Administration (BBA), Global Marketing, Communications, Financial Markets, and Operations and Management
Patti Evert Patti Evert's Mutual of America Experience March 2013 - Present
Job Sr. HP Exstream Programmer at Mutual of America
Industry Information Technology and Services
Experience
Mutual of America March 2013 - Present
Kentuckey Farm Bureau June 2011 - March 2013
DST Output, Kansas City, MO August 2005 - July 2010
Mid-America Dairyman January 1996 - June 1997
Davidson, Deckert August 1991 - January 1996
Skills
JCL, DB2, Software Documentation, Testing, Troubleshooting, HTML, Business Analysis, MS Project, COBOL, SDLC, XML, Process Improvement, Unix, SQL, Requirements Analysis, Mainframe, Visual Basic, Team Leadership, Analysis, Windows, System Administration, Visio, Quality Assurance, Vendor Management, Project Management, Requirements Gathering, Integration, Management, Program Management, Computer Hardware, SharePoint, Access, Microsoft SQL Server, Software Project..., Software Development, Databases, IT Management, Business Intelligence, Agile Methodologies, Business Process..., VSAM, Lotus Notes, C#, Business Process, Fileaid, CRM, Security, Disaster Recovery, PMP, Document Management
Education
Park University 2000 — 2004
BS, CBIS
Park University 2000 — 2004
Bachelor of Science Degree, Computer Based Information Systems
Mutual of America March 2013 - Present
Kentuckey Farm Bureau June 2011 - March 2013
DST Output, Kansas City, MO August 2005 - July 2010
Mid-America Dairyman January 1996 - June 1997
Davidson, Deckert August 1991 - January 1996
Skills
JCL, DB2, Software Documentation, Testing, Troubleshooting, HTML, Business Analysis, MS Project, COBOL, SDLC, XML, Process Improvement, Unix, SQL, Requirements Analysis, Mainframe, Visual Basic, Team Leadership, Analysis, Windows, System Administration, Visio, Quality Assurance, Vendor Management, Project Management, Requirements Gathering, Integration, Management, Program Management, Computer Hardware, SharePoint, Access, Microsoft SQL Server, Software Project..., Software Development, Databases, IT Management, Business Intelligence, Agile Methodologies, Business Process..., VSAM, Lotus Notes, C#, Business Process, Fileaid, CRM, Security, Disaster Recovery, PMP, Document Management
Education
Park University 2000 — 2004
BS, CBIS
Park University 2000 — 2004
Bachelor of Science Degree, Computer Based Information Systems
Kenneth J. Lang Kenneth J. Lang's Mutual of America Experience 2009 - 2011
Job Relationship Manager at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2014 - Present
Wells Fargo Advisors 2011 - 2014
Mutual of America 2009 - 2011
Retirement Clearinghouse 2007 - 2008
Fidelity Investments 1989 - 2006
USi 1999 - 2002
Skills
401k, Retirement, Retirement Planning, Investments, Pensions, Financial Advisory, 401k Rollovers, Employee Benefits, Retirement Plan..., Fixed Annuities, Finance, Mutual Funds, IRAs, Series 6, Defined Benefit, Life Insurance, High Net Worth..., Series 7, Series 63, Financial Services, 403 b, Business Planning, Wealth Management, Asset Allocation, Investment Advisory, Uniform Combined State..., Series 65, FINRA, Strategic Financial..., Estate Planning
Education
The Ohio State University 1984 — 1988
Bachelor of Arts, Business, Economics, Social Sciences
Nationwide Financial 2014 - Present
Wells Fargo Advisors 2011 - 2014
Mutual of America 2009 - 2011
Retirement Clearinghouse 2007 - 2008
Fidelity Investments 1989 - 2006
USi 1999 - 2002
Skills
401k, Retirement, Retirement Planning, Investments, Pensions, Financial Advisory, 401k Rollovers, Employee Benefits, Retirement Plan..., Fixed Annuities, Finance, Mutual Funds, IRAs, Series 6, Defined Benefit, Life Insurance, High Net Worth..., Series 7, Series 63, Financial Services, 403 b, Business Planning, Wealth Management, Asset Allocation, Investment Advisory, Uniform Combined State..., Series 65, FINRA, Strategic Financial..., Estate Planning
Education
The Ohio State University 1984 — 1988
Bachelor of Arts, Business, Economics, Social Sciences
Blaine Barham Blaine Barham's Mutual of America Experience May 1978 - November 1979
Job Associate Actuary at Union Labor Life
Industry Insurance
Experience
Union Labor Life December 1980 - Present
Ullico, Inc. 1980 - Present
Equitable Life 1979 - 1980
Mutual of America May 1978 - November 1979
Skills
Health Insurance, Insurance, Employee Benefits, Life Insurance, Risk Management, Fixed Annuities, Financial Analysis, Investments, Management, Property & Casualty..., ERISA, Disability Insurance, Underwriting, Program Management, Reinsurance, Portfolio Management, Financial Reporting, Financial Modeling, Access, Strategic Financial..., Analysis, Valuation, Actuarial Science
Education
State University of New York College at Brockport 1973 — 1977
•BS, •Mathematics, Business Administration, and minor in Economics
Nassau Community College 1975 — 1976
Economics Courses Summer Semester
Floral Park Memorial High School
Floral Park Memorial High School
Union Labor Life December 1980 - Present
Ullico, Inc. 1980 - Present
Equitable Life 1979 - 1980
Mutual of America May 1978 - November 1979
Skills
Health Insurance, Insurance, Employee Benefits, Life Insurance, Risk Management, Fixed Annuities, Financial Analysis, Investments, Management, Property & Casualty..., ERISA, Disability Insurance, Underwriting, Program Management, Reinsurance, Portfolio Management, Financial Reporting, Financial Modeling, Access, Strategic Financial..., Analysis, Valuation, Actuarial Science
Education
State University of New York College at Brockport 1973 — 1977
•BS, •Mathematics, Business Administration, and minor in Economics
Nassau Community College 1975 — 1976
Economics Courses Summer Semester
Floral Park Memorial High School
Floral Park Memorial High School
Jones Earl Jones Earl's Mutual of America Experience 2005 - 2010
Job Solution Focused Leader
Industry Financial Services
Experience
Mutual of America 2005 - 2010
Education
Princeton Theological Seminary 2010 — 2013
Master of Divinity, Practical Theology
Mutual of America 2005 - 2010
Education
Princeton Theological Seminary 2010 — 2013
Master of Divinity, Practical Theology
Luke Ruther Luke Ruther's Mutual of America Experience July 2013 - Present
Job Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America July 2013 - Present
Skills
Analysis, Management, Customer Service, Sales, Finance, Microsoft Excel, Salesforce.com, Microsoft Office, PowerPoint, Financial Markets, Typing, Writing, Technical Writing, Public Speaking, Financial Advisory, Data Entry, Reading, Highly detail oriented, leadership, Graph Theory, Mathematics, listening, learning, Leadership, Investments, Marketing, Insurance, Business Development, Cold Calling, Lead Generation, CRM, Email Marketing, New Business Development, Online Advertising, Time Management, Recruiting, Social Networking, Advertising
Education
The University of Montana - School of Business Administration 2010 — 2012
Finance, Finance
University of Montana 2009 — 2010
finance, Finance and Financial Management Services
Mutual of America July 2013 - Present
Skills
Analysis, Management, Customer Service, Sales, Finance, Microsoft Excel, Salesforce.com, Microsoft Office, PowerPoint, Financial Markets, Typing, Writing, Technical Writing, Public Speaking, Financial Advisory, Data Entry, Reading, Highly detail oriented, leadership, Graph Theory, Mathematics, listening, learning, Leadership, Investments, Marketing, Insurance, Business Development, Cold Calling, Lead Generation, CRM, Email Marketing, New Business Development, Online Advertising, Time Management, Recruiting, Social Networking, Advertising
Education
The University of Montana - School of Business Administration 2010 — 2012
Finance, Finance
University of Montana 2009 — 2010
finance, Finance and Financial Management Services
Michael J. Singer, JD's Mutual of America Experience May 2010 - September 2011
Job Strategic Consultant at Merchants Fleet Management
Industry Financial Services
Experience
Merchants Fleet Management August 2015 - Present
Merchants Fleet Management June 2013 - August 2015
Ledgewood Financial January 2012 - May 2013
Mutual of America May 2010 - September 2011
New York Life Insurance Company November 2004 - May 2010
Skills
Wealth Management, Employee Benefits, Retirement, Retirement Planning, Mutual Funds, 401k, Fixed Annuities, Estate Planning, Strategic Financial..., Strategic Consulting, Vehicle Leasing, Fleet Leasing, Fleet Management, Fleet Optimization, Fleet Services
Education
Suffolk University Law School 1998 — 2001
JD, Juris Doctor
Syracuse University 1994 — 1998
BS, Information Management
Maimonides School 1989 — 1994
Merchants Fleet Management August 2015 - Present
Merchants Fleet Management June 2013 - August 2015
Ledgewood Financial January 2012 - May 2013
Mutual of America May 2010 - September 2011
New York Life Insurance Company November 2004 - May 2010
Skills
Wealth Management, Employee Benefits, Retirement, Retirement Planning, Mutual Funds, 401k, Fixed Annuities, Estate Planning, Strategic Financial..., Strategic Consulting, Vehicle Leasing, Fleet Leasing, Fleet Management, Fleet Optimization, Fleet Services
Education
Suffolk University Law School 1998 — 2001
JD, Juris Doctor
Syracuse University 1994 — 1998
BS, Information Management
Maimonides School 1989 — 1994
Andrew Hass Andrew Hass's Mutual of America Experience July 2013 - March 2015
Job Experienced Financial Services Representative
Industry Financial Services
Experience
Mutual of America July 2013 - March 2015
Sodexo January 2013 - July 2013
Charter One Bank October 2011 - January 2013
First Investors Corporation March 2011 - October 2011
Ken Stewart's Grille February 2007 - April 2011
The University of Akron August 2006 - December 2010
Skills
Retail Banking, Checking Account..., Internet Banking, Mortgage Planning, Mortgage Lending, Home Equity Loans, Home Equity Lines of..., Credit Card Rewards, Retirement Savings, College Savings Plans, Small Business Banking, Small Business Lending, Cost Savings, Customer Service, Social Networking, Small Business, Management, Finance
Education
The University of Akron 2005 — 2010
Bachelor of Science in Business Administration/Finance, Corporate Financial Management
Buckeye Central High School 2001 — 2005
High School Diploma
Mutual of America July 2013 - March 2015
Sodexo January 2013 - July 2013
Charter One Bank October 2011 - January 2013
First Investors Corporation March 2011 - October 2011
Ken Stewart's Grille February 2007 - April 2011
The University of Akron August 2006 - December 2010
Skills
Retail Banking, Checking Account..., Internet Banking, Mortgage Planning, Mortgage Lending, Home Equity Loans, Home Equity Lines of..., Credit Card Rewards, Retirement Savings, College Savings Plans, Small Business Banking, Small Business Lending, Cost Savings, Customer Service, Social Networking, Small Business, Management, Finance
Education
The University of Akron 2005 — 2010
Bachelor of Science in Business Administration/Finance, Corporate Financial Management
Buckeye Central High School 2001 — 2005
High School Diploma
Mohammad Zaerzadeh Mohammad Zaerzadeh's Mutual of America Experience January 1990 - 2003
Job Senior Business System, Process Analyst at Tyco Integrated Security
Industry Information Technology and Services
Experience
Tyco Integrated Security July 2012 - Present
Royal Caribbean Ltd August 2011 - July 2012
Liberty Power Corp June 2010 - May 2011
Verio February 2010 - May 2010
Motorola October 1992 - November 2009
Motorola Inc. January 2003 - January 2008
Mutual of America January 1990 - 2003
Skills
Integration, Business Analysis, Requirements Analysis, Software Documentation, Testing, Business Process..., Visio, Quality Assurance, Business Process, Unix, Cross-functional Team..., Program Management, Project Management, System Architecture, Change Management
Education
New Jersey City University 1976 — 1981
BA
Tyco Integrated Security July 2012 - Present
Royal Caribbean Ltd August 2011 - July 2012
Liberty Power Corp June 2010 - May 2011
Verio February 2010 - May 2010
Motorola October 1992 - November 2009
Motorola Inc. January 2003 - January 2008
Mutual of America January 1990 - 2003
Skills
Integration, Business Analysis, Requirements Analysis, Software Documentation, Testing, Business Process..., Visio, Quality Assurance, Business Process, Unix, Cross-functional Team..., Program Management, Project Management, System Architecture, Change Management
Education
New Jersey City University 1976 — 1981
BA
Giselle Joaquin Giselle Joaquin's Mutual of America Experience April 2004 - November 2006
Job Investment Performance Analyst at Mutual of America Capital Managment LLP
Industry Financial Services
Experience
Capital Management LLC.- Mutual of America November 2006 - Present
Mutual of America April 2004 - November 2006
Skills
Mutual Funds, Equities, Financial Modeling, Investments, Financial Reporting, Asset Managment, Portfolio Management, Bloomberg, Corporate Finance, Financial Analysis, Finance, Valuation, Asset Allocation, Fixed Income, Banking, Asset Management
Education
Queens College 1999 — 2004
Accounting and Information Systems, Bachelor
City University of New York- Queens College
Bachelor of Arts (B.A.), Accounting and Information Systems
Capital Management LLC.- Mutual of America November 2006 - Present
Mutual of America April 2004 - November 2006
Skills
Mutual Funds, Equities, Financial Modeling, Investments, Financial Reporting, Asset Managment, Portfolio Management, Bloomberg, Corporate Finance, Financial Analysis, Finance, Valuation, Asset Allocation, Fixed Income, Banking, Asset Management
Education
Queens College 1999 — 2004
Accounting and Information Systems, Bachelor
City University of New York- Queens College
Bachelor of Arts (B.A.), Accounting and Information Systems
Kevin Danaher's Mutual of America Experience June 1987 - December 1989
Job SVP Marketing Communications at AIG Advisor Group
Industry Investment Management
Experience
J. & W. Seligman & Co. November 1990 - January 2009
New York Post January 1989 - October 1990
Mutual of America June 1987 - December 1989
Education
St. Joseph's College 1983 — 1987
BA, Sociology/Business
J. & W. Seligman & Co. November 1990 - January 2009
New York Post January 1989 - October 1990
Mutual of America June 1987 - December 1989
Education
St. Joseph's College 1983 — 1987
BA, Sociology/Business
Michael Thomas Whelan's Mutual of America Experience May 1998 - January 2002
Job AntiMoney Laundering Consultant
Industry Banking
Experience
Michael Thomas Whelan LLC February 2014 - Present
IPSA International April 2011 - February 2014
CTI Metropolitan / Metstaff January 2011 - March 2011
Quantum Partners April 2010 - July 2010
MMC Group LP July 2009 - January 2010
BDO Seidman LLP February 2005 - July 2009
New York State Department of Labor January 2002 - February 2005
Mutual of America May 1998 - January 2002
New York State Department of Taxation & Finance January 1994 - May 1998
Skills
Fraud, AML, Certified Fraud Examiner, Compliance, Investigations, Forensic Accounting, SEC filings, Accounting, Private Investigations, Internal Audit, Internal Controls, Due Diligence, KYC, Finance, Enterprise Risk..., External Audit, Financial Services, Auditing, Financial Audits, Tax, Bank Secrecy Act, Banking, Sarbanes-Oxley, Operational Risk..., Anti Money Laundering, Risk Assessment, Financial Risk, Sarbanes-Oxley Act, FCPA, Operational Risk, Risk Management, Investigation, Financial Institutions, USA PATRIOT Act, Regulations, Corporate Governance, OFAC, Financial Regulation, Restructuring, Securities, Litigation Support, Fraud Detection, Transaction Processing, Forensic Analysis, IT Audit, CPA, CISA, Cash Management, Computer Forensics, Risk Analysis
Education
State University of New York College at Geneseo 1989 — 1993
Bachelor of Science (B.S.), Accounting
Michael Thomas Whelan LLC February 2014 - Present
IPSA International April 2011 - February 2014
CTI Metropolitan / Metstaff January 2011 - March 2011
Quantum Partners April 2010 - July 2010
MMC Group LP July 2009 - January 2010
BDO Seidman LLP February 2005 - July 2009
New York State Department of Labor January 2002 - February 2005
Mutual of America May 1998 - January 2002
New York State Department of Taxation & Finance January 1994 - May 1998
Skills
Fraud, AML, Certified Fraud Examiner, Compliance, Investigations, Forensic Accounting, SEC filings, Accounting, Private Investigations, Internal Audit, Internal Controls, Due Diligence, KYC, Finance, Enterprise Risk..., External Audit, Financial Services, Auditing, Financial Audits, Tax, Bank Secrecy Act, Banking, Sarbanes-Oxley, Operational Risk..., Anti Money Laundering, Risk Assessment, Financial Risk, Sarbanes-Oxley Act, FCPA, Operational Risk, Risk Management, Investigation, Financial Institutions, USA PATRIOT Act, Regulations, Corporate Governance, OFAC, Financial Regulation, Restructuring, Securities, Litigation Support, Fraud Detection, Transaction Processing, Forensic Analysis, IT Audit, CPA, CISA, Cash Management, Computer Forensics, Risk Analysis
Education
State University of New York College at Geneseo 1989 — 1993
Bachelor of Science (B.S.), Accounting
Carlos Mladineo, CFA's Mutual of America Experience October 2006 - August 2009
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Mutual of America October 2006 - August 2009
TIAA-CREF June 2005 - August 2006
Skills
Series 7, Series 66, CFA
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Finance
Stanford University 1997 — 2003
BA, Sociology
Merrill Lynch July 2011 - Present
Mutual of America October 2006 - August 2009
TIAA-CREF June 2005 - August 2006
Skills
Series 7, Series 66, CFA
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Finance
Stanford University 1997 — 2003
BA, Sociology
Jean Lam's Mutual of America Experience June 2007 - November 2010
Job Pension Benefits Calculator at 1199 SEIU Benefit and Pension Funds
Industry Financial Services
Experience
1199 SEIU Benefit and Pension Funds November 2013 - Present
Jingyu Deng CHB June 2011 - November 2013
Mutual of America June 2007 - November 2010
Mutual of America July 2005 - June 2007
Skills
Pensions, Retirement, Data Analysis, Pension Funds
Education
New York University 2000 — 2004
BA, Economics
1199 SEIU Benefit and Pension Funds November 2013 - Present
Jingyu Deng CHB June 2011 - November 2013
Mutual of America June 2007 - November 2010
Mutual of America July 2005 - June 2007
Skills
Pensions, Retirement, Data Analysis, Pension Funds
Education
New York University 2000 — 2004
BA, Economics
Arlene Vislocky's Mutual of America Experience September 1994 - March 2000
Job Vice President at Network Orange, Inc.
Industry Computer Networking
Experience
Network Orange, Inc. March 2000 - Present
Mutual of America September 1994 - March 2000
Bionaire, Inc. October 1993 - September 1994
Tambrands, Inc. July 1992 - September 1993
WABC-TV September 1990 - February 1991
Partnership for a Drug-Free America March 1990 - September 1990
Del Monte Worldwide / RJR Nabisco, Inc April 1989 - June 1990
Ohlmeyer Communications / RJR Nabisco, Inc. November 1983 - April 1989
Standard Brands / Nabisco Brands / RJR Nabisco, Inc. October 1977 - November 1983
Hornblower Weeks Hemphill Noyes June 1976 - October 1977
Skills
SaaS, Solution Selling, IT Service Management, Troubleshooting, Strategic Planning, Go-to-market Strategy, ITIL, Channel
Education
Rosemont College 1971 — 1975
Network Orange, Inc. March 2000 - Present
Mutual of America September 1994 - March 2000
Bionaire, Inc. October 1993 - September 1994
Tambrands, Inc. July 1992 - September 1993
WABC-TV September 1990 - February 1991
Partnership for a Drug-Free America March 1990 - September 1990
Del Monte Worldwide / RJR Nabisco, Inc April 1989 - June 1990
Ohlmeyer Communications / RJR Nabisco, Inc. November 1983 - April 1989
Standard Brands / Nabisco Brands / RJR Nabisco, Inc. October 1977 - November 1983
Hornblower Weeks Hemphill Noyes June 1976 - October 1977
Skills
SaaS, Solution Selling, IT Service Management, Troubleshooting, Strategic Planning, Go-to-market Strategy, ITIL, Channel
Education
Rosemont College 1971 — 1975
Justin Grimm's Mutual of America Experience December 2012 - Present
Job Account Representative at Mutual of America (Group Sales)
Industry Financial Services
Experience
Mutual of America December 2012 - Present
Wells Fargo Bank May 2005 - February 2012
Wells Fargo 2005 - February 2012
MassMutual June 2004 - May 2005
PLANCO August 2002 - May 2004
The Hartford August 2002 - May 2004
Lord Abbett March 1999 - June 2001
The Vanguard Group August 1996 - January 1999
Skills
Retirement Planning, Separately Managed..., Investments, Marketing, Mutual Funds, Portfolio Management, Program Management, Strategy, Business Development, CRM, Finance, Relationship Management, Financial Services, Sales, Leadership, Management
Education
Saint Lawrence University 1992 — 1996
Bachelor of Arts (B.A.)
Sewickley Academy 1987 — 1992
Mutual of America December 2012 - Present
Wells Fargo Bank May 2005 - February 2012
Wells Fargo 2005 - February 2012
MassMutual June 2004 - May 2005
PLANCO August 2002 - May 2004
The Hartford August 2002 - May 2004
Lord Abbett March 1999 - June 2001
The Vanguard Group August 1996 - January 1999
Skills
Retirement Planning, Separately Managed..., Investments, Marketing, Mutual Funds, Portfolio Management, Program Management, Strategy, Business Development, CRM, Finance, Relationship Management, Financial Services, Sales, Leadership, Management
Education
Saint Lawrence University 1992 — 1996
Bachelor of Arts (B.A.)
Sewickley Academy 1987 — 1992
Andrew Fiederlein's Mutual of America Experience July 2005 - February 2008
Job Manager, Retirement Programs at CBS Corporation
Industry Human Resources
Experience
CBS Corporation December 2008 - Present
WisdomTree Investments, Inc. February 2008 - August 2008
Mutual of America July 2005 - February 2008
Black Mountain June 2004 - June 2005
Retirement System Group April 2002 - June 2004
Education
State University of New York College at Buffalo
CBS Corporation December 2008 - Present
WisdomTree Investments, Inc. February 2008 - August 2008
Mutual of America July 2005 - February 2008
Black Mountain June 2004 - June 2005
Retirement System Group April 2002 - June 2004
Education
State University of New York College at Buffalo
Robert Healy, CAMS's Mutual of America Experience February 1993 - Present
Job Vice President at Mutual of America
Industry Insurance
Experience
Mutual of America February 1993 - Present
Bankers Trust 1985 - 1988
Education
Pace University - Lubin School of Business 1987 — 1990
MBA, Finance, Marketing
University at Buffalo 1980 — 1985
Mutual of America February 1993 - Present
Bankers Trust 1985 - 1988
Education
Pace University - Lubin School of Business 1987 — 1990
MBA, Finance, Marketing
University at Buffalo 1980 — 1985
David Quan's Mutual of America Experience June 2003 - Present
Job Adv. PC Support Specialist at Mutual of America
Industry Computer Hardware
Experience
Mutual of America June 2003 - Present
EMI Music March 1996 - September 2002
Skills
PC maintenance, IT Operations, Computer Maintenance, VMware, Windows Server, Vendor Management, Disaster Recovery, DHCP, Network Administration, Servers, Technical Support, Hardware, Visio, Active Directory, Business Analysis, Access, Troubleshooting
Education
Syracuse University 1979 — 1984
Mutual of America June 2003 - Present
EMI Music March 1996 - September 2002
Skills
PC maintenance, IT Operations, Computer Maintenance, VMware, Windows Server, Vendor Management, Disaster Recovery, DHCP, Network Administration, Servers, Technical Support, Hardware, Visio, Active Directory, Business Analysis, Access, Troubleshooting
Education
Syracuse University 1979 — 1984
Nick Kennedy CFP®'s Mutual of America Experience 2000 - 2005
Job Regional Vice President of 401(k) Sales at Guardian Life
Industry Financial Services
Experience
Guardian Life April 2015 - Present
Guardian Life October 2007 - Present
Financial Finesse 2005 - 2007
Mutual of America 2000 - 2005
Great-West Retirement Services - Philadelphia 1997 - 2000
Skills
Retirement Planning, Retirement, 401k, Financial Education, Strategic Financial..., Wealth Management, Series 63, Asset Allocation, Mutual Funds, Investment Advisory, Wealth Accumulation, Investments, Certified Financial..., Defined Benefit, Pensions
Education
Saint Joseph's University 1983 — 1988
Bachelor of Arts (B.A.), English Language and Literature, General
Universite de Strasbourg, France 1986 — 1986
Archbishop Carroll
Archbishop Carroll
Guardian Life April 2015 - Present
Guardian Life October 2007 - Present
Financial Finesse 2005 - 2007
Mutual of America 2000 - 2005
Great-West Retirement Services - Philadelphia 1997 - 2000
Skills
Retirement Planning, Retirement, 401k, Financial Education, Strategic Financial..., Wealth Management, Series 63, Asset Allocation, Mutual Funds, Investment Advisory, Wealth Accumulation, Investments, Certified Financial..., Defined Benefit, Pensions
Education
Saint Joseph's University 1983 — 1988
Bachelor of Arts (B.A.), English Language and Literature, General
Universite de Strasbourg, France 1986 — 1986
Archbishop Carroll
Archbishop Carroll
Ronald Dischley's Mutual of America Experience May 1997 - April 2007
Job Employee Benefits Supervisor at William Floyd School District
Industry Insurance
Experience
William Floyd School District April 2011 - Present
H&R Block December 2002 - Present
Mutual of America May 1997 - April 2007
Skills
401k, Actuarial Science, Customer Service, Defined Benefit, Defined Contribution, Employee Benefits, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Pension Administration, Pensions
Education
Stony Brook University 2013 — 2014
Master of Science (M.S.), Human Resources Management/Personnel Administration, General
Stony Brook University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
William Floyd School District April 2011 - Present
H&R Block December 2002 - Present
Mutual of America May 1997 - April 2007
Skills
401k, Actuarial Science, Customer Service, Defined Benefit, Defined Contribution, Employee Benefits, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Pension Administration, Pensions
Education
Stony Brook University 2013 — 2014
Master of Science (M.S.), Human Resources Management/Personnel Administration, General
Stony Brook University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Robert Ayache's Mutual of America Experience 1971 - August 1979
Job Consultant, Ayache consulting
Industry Management Consulting
Experience
Ayache Consulting July 2010 - Present
Towers Perrin January 2000 - December 2010
General Host Corporation August 1979 - December 1984
Mutual of America 1971 - August 1979
Skills
HR Consulting, Employee Benefits, Executive Benefitrs, Outsourcing, Defined Benefit, Change Management, Actuarial Science, Organizational Design, Executive Pay, Mergers & Acquisitions, Risk Management, Human Resources, Pension Administration, Deferred Compensation, Retirement, Management Consulting, Talent Management, Consulting, Benefits Administration
Education
New York University 1966 — 1972
Mathematics, Physics
Lycee Francais de NY 1958 — 1966
French Baccalaureat, mathematics
Ayache Consulting July 2010 - Present
Towers Perrin January 2000 - December 2010
General Host Corporation August 1979 - December 1984
Mutual of America 1971 - August 1979
Skills
HR Consulting, Employee Benefits, Executive Benefitrs, Outsourcing, Defined Benefit, Change Management, Actuarial Science, Organizational Design, Executive Pay, Mergers & Acquisitions, Risk Management, Human Resources, Pension Administration, Deferred Compensation, Retirement, Management Consulting, Talent Management, Consulting, Benefits Administration
Education
New York University 1966 — 1972
Mathematics, Physics
Lycee Francais de NY 1958 — 1966
French Baccalaureat, mathematics
Ruben Sevumyants's Mutual of America Experience April 2008 - Present
Job Financial Analyst at Mutual of America
Industry Insurance
Experience
Mutual of America April 2008 - Present
Park Venture Advisors August 2006 - April 2008
Education
Rutgers University-New Brunswick 2001 — 2005
Mutual of America April 2008 - Present
Park Venture Advisors August 2006 - April 2008
Education
Rutgers University-New Brunswick 2001 — 2005
Daniela Sarrica's Mutual of America Experience February 2007 - Present
Job Participant Account Representative at Mutual of America
Industry Insurance
Experience
Mutual of America February 2007 - Present
Skills
Mutual Funds
Education
St. Francis College 2002 — 2006
Mutual of America February 2007 - Present
Skills
Mutual Funds
Education
St. Francis College 2002 — 2006
Rich Sudol's Mutual of America Experience 1998 - 2000
Job Lieutenant at City of Oconomowoc Fire Department
Industry Information Technology and Services
Experience
Superior Support Resources January 2012 - Present
City of Oconomowoc Fire Department May 2009 - Present
FIRSTECH Network Services Group October 2007 - January 2012
Chaney Systems 2006 - 2007
Mutual of America 1998 - 2000
Mutual of America 1998 - 2000
Skills
Security, Firewalls, Disaster Recovery, VMware, Networking, Cisco Technologies, Citrix, Virtualization, Routing, Data Center, Windows Server, Network Design, Servers, Switches, Windows 7, Budgets, Active Directory, VPN, Troubleshooting
Education
State University of New York Empire State College 2003 — 2005
Disaster Management
Superior Support Resources January 2012 - Present
City of Oconomowoc Fire Department May 2009 - Present
FIRSTECH Network Services Group October 2007 - January 2012
Chaney Systems 2006 - 2007
Mutual of America 1998 - 2000
Mutual of America 1998 - 2000
Skills
Security, Firewalls, Disaster Recovery, VMware, Networking, Cisco Technologies, Citrix, Virtualization, Routing, Data Center, Windows Server, Network Design, Servers, Switches, Windows 7, Budgets, Active Directory, VPN, Troubleshooting
Education
State University of New York Empire State College 2003 — 2005
Disaster Management
Valerie Svechin's Mutual of America Experience 2008 - Present
Job Sr. Business Systems Analyst/QA at Mutual of America
Industry Information Technology and Services
Experience
Mutual of America 2008 - Present
Education
New York University 1977 — 1981
Mutual of America 2008 - Present
Education
New York University 1977 — 1981
Dianna Chastant's Mutual of America Experience 2002 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Mutual of America 2002 - 2005
Education
Tulane University - A.B. Freeman School of Business 1996 — 2000
Business
Mutual of America 2002 - 2005
Education
Tulane University - A.B. Freeman School of Business 1996 — 2000
Business
Susan Genicevitch's Mutual of America Experience January 1986 - November 2006
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays February 2012 - Present
Barclays Capital 2008 - February 2012
Lehman Brothers November 2006 - September 2008
Mutual of America January 1986 - November 2006
Mutual of America 1986 - 2006
MUTUAL OF AMERICA LIFE INSURANCE COMPANY 1986 - 2006
Skills
Marketing Event Planning, Budget Process, Banquet Operations, Investment Banking, Not for Profit, Event Management, Event Planning, Fixed Income, Mutual Funds, Management, Marketing, Strategy, Project Planning, Contract Negotiation, Time Management, Budgets, Negotiation, Team Leadership, Talent Management, Leadership
Education
College of New Rochelle 1995 — 2000
BA, Communications, Graduated Summa Cum Laude
Barclays February 2012 - Present
Barclays Capital 2008 - February 2012
Lehman Brothers November 2006 - September 2008
Mutual of America January 1986 - November 2006
Mutual of America 1986 - 2006
MUTUAL OF AMERICA LIFE INSURANCE COMPANY 1986 - 2006
Skills
Marketing Event Planning, Budget Process, Banquet Operations, Investment Banking, Not for Profit, Event Management, Event Planning, Fixed Income, Mutual Funds, Management, Marketing, Strategy, Project Planning, Contract Negotiation, Time Management, Budgets, Negotiation, Team Leadership, Talent Management, Leadership
Education
College of New Rochelle 1995 — 2000
BA, Communications, Graduated Summa Cum Laude
Albert Koyfman's Mutual of America Experience November 2014 - February 2015
Job Data Science Professional
Industry Capital Markets
Experience
Mutual of America November 2014 - February 2015
Kurtosys Systems May 2013 - May 2014
7city Learning June 2012 - December 2012
FXCM December 2009 - June 2012
GAIN Capital January 2006 - April 2009
Skills
Trading, Financial Services, Financial Markets, Equities, Derivatives, FX Options, Fixed Income, Currency, FX trading, Electronic Trading, Emerging Markets, Asset Management, Options, Capital Markets, CRM, Portfolio Management, Business Development, Investments, Securities, Commodity, Hedge Funds, Trading Systems, Equity Trading, Technical Analysis, Mutual Funds, Strategy, Finance, Foreign Exchange, Alternative Investments, Relationship Management, Analysis, Business Intelligence, Data Management, Business Analysis, ETL, Python, SQL, R, Data Modeling, Logical Data Modeling, Relational Databases, Relational Data Modeling
Education
Northwestern University 2013 — 2015
Masters of Science, Predictive Analytics
Pace University 2001 — 2006
Bachelor of Science (B.S.), Economics, Finance
Stony Brook University 2000 — 2001
Edward R. Murrow 1996 — 2000
HIghschool Diploma, Business/Managerial Economics
Mutual of America November 2014 - February 2015
Kurtosys Systems May 2013 - May 2014
7city Learning June 2012 - December 2012
FXCM December 2009 - June 2012
GAIN Capital January 2006 - April 2009
Skills
Trading, Financial Services, Financial Markets, Equities, Derivatives, FX Options, Fixed Income, Currency, FX trading, Electronic Trading, Emerging Markets, Asset Management, Options, Capital Markets, CRM, Portfolio Management, Business Development, Investments, Securities, Commodity, Hedge Funds, Trading Systems, Equity Trading, Technical Analysis, Mutual Funds, Strategy, Finance, Foreign Exchange, Alternative Investments, Relationship Management, Analysis, Business Intelligence, Data Management, Business Analysis, ETL, Python, SQL, R, Data Modeling, Logical Data Modeling, Relational Databases, Relational Data Modeling
Education
Northwestern University 2013 — 2015
Masters of Science, Predictive Analytics
Pace University 2001 — 2006
Bachelor of Science (B.S.), Economics, Finance
Stony Brook University 2000 — 2001
Edward R. Murrow 1996 — 2000
HIghschool Diploma, Business/Managerial Economics
Drake Reporto's Mutual of America Experience January 2009 - August 2010
Job Executive Assistant at Bulletproof
Industry Marketing and Advertising
Experience
Bulletproof May 2015 - Present
The NoMad Hotel February 2012 - May 2015
Carnival Cruise Lines May 2011 - November 2011
Mutual of America January 2009 - August 2010
Permission Data July 2008 - January 2009
Skills
Hotels, Boutique Hotels, Hotel Booking, Opening Hotels, Management, Hotel Management, Lead Generation, Business Performance..., Online Advertising, PPC, Media Buying, Digital Media, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, MICROS
Education
New York University 2004 — 2008
B.F.A., Drama
Adlai E. Stevenson High School 2000 — 2004
High School Diploma, N/A
Bulletproof May 2015 - Present
The NoMad Hotel February 2012 - May 2015
Carnival Cruise Lines May 2011 - November 2011
Mutual of America January 2009 - August 2010
Permission Data July 2008 - January 2009
Skills
Hotels, Boutique Hotels, Hotel Booking, Opening Hotels, Management, Hotel Management, Lead Generation, Business Performance..., Online Advertising, PPC, Media Buying, Digital Media, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, MICROS
Education
New York University 2004 — 2008
B.F.A., Drama
Adlai E. Stevenson High School 2000 — 2004
High School Diploma, N/A
Kevin Flood, CFP®'s Mutual of America Experience 1988 - 2005
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust March 2013 - Present
Kerge Realtors October 2002 - Present
US Trust/Bank of America Private Wealth Management May 2005 - March 2013
Mutual of America 1988 - 2005
Skills
Wealth Management, Retirement Planning, Asset Allocation, Wealth Management..., Strategy, Real Estate, Alternative Investments, Investment Advisory, Portfolio Management, Fixed Income, Mutual Funds
Education
St. Thomas Aquinas College 1985 — 1988
BS, Finance
Monroe-Woodbury 1980 — 1984
Wilmington Trust March 2013 - Present
Kerge Realtors October 2002 - Present
US Trust/Bank of America Private Wealth Management May 2005 - March 2013
Mutual of America 1988 - 2005
Skills
Wealth Management, Retirement Planning, Asset Allocation, Wealth Management..., Strategy, Real Estate, Alternative Investments, Investment Advisory, Portfolio Management, Fixed Income, Mutual Funds
Education
St. Thomas Aquinas College 1985 — 1988
BS, Finance
Monroe-Woodbury 1980 — 1984
Scott Stankiewicz's Mutual of America Experience January 1993 - Present
Job Mutual of America Executive Field Vice President
Industry Financial Services
Experience
Mutual of America January 1993 - Present
Skills
401k, Retirement Plan..., Pensions, ERISA, Small Business, Fixed Annuities, Mutual Funds, Retirement, Investment Strategies, Roth IRA, Series 63, Retirement Planning, IRAs, Investments, Asset Allocation
Education
St. Cloud State University
White Bear Lake High School
Mutual of America January 1993 - Present
Skills
401k, Retirement Plan..., Pensions, ERISA, Small Business, Fixed Annuities, Mutual Funds, Retirement, Investment Strategies, Roth IRA, Series 63, Retirement Planning, IRAs, Investments, Asset Allocation
Education
St. Cloud State University
White Bear Lake High School
Richard Storfer's Mutual of America Experience 1989 - 2000
Job V.P. at Shearson LLC
Industry Investment Management
Experience
Dezzy's Second Chance 2012 - Present
Shearson LLC January 2003 - Present
Mutual of America 1989 - 2000
Skills
Finance, Financial Analysis
Education
Temple University 1970 — 1974
BBA, Insurance / Math
Tubten Kunga
Dezzy's Second Chance 2012 - Present
Shearson LLC January 2003 - Present
Mutual of America 1989 - 2000
Skills
Finance, Financial Analysis
Education
Temple University 1970 — 1974
BBA, Insurance / Math
Tubten Kunga
LaCretia Burgess's Mutual of America Experience November 2005 - November 2007
Job Program Eligibility/Assisted Housing Specialist
Industry Government Administration
Experience
HABC March 2009 - Present
DYFS January 2008 - February 2009
Mutual of America November 2005 - November 2007
Skills
Organizing, Government, Vocal Performance, Marketing Communications, Newsletters, Creative Writing, Music, Administrative Support, Family Law, Fundraising, Non-profit..., Non-profits, Non-profit Marketing, Coordinating Events, Administrative..., Marketing, Event Management, Event Planning, Management, Microsoft Excel, Microsoft Word, Nonprofits, Research, Public Speaking, Advertising, Small Business, Community Outreach, Public Relations, Press Releases, Editing, Administrative..., Singing
Education
Rutgers, The State University of New Jersey-Camden 1991 — 1993
University of Maryland Eastern Shore 1989 — 1990
HABC March 2009 - Present
DYFS January 2008 - February 2009
Mutual of America November 2005 - November 2007
Skills
Organizing, Government, Vocal Performance, Marketing Communications, Newsletters, Creative Writing, Music, Administrative Support, Family Law, Fundraising, Non-profit..., Non-profits, Non-profit Marketing, Coordinating Events, Administrative..., Marketing, Event Management, Event Planning, Management, Microsoft Excel, Microsoft Word, Nonprofits, Research, Public Speaking, Advertising, Small Business, Community Outreach, Public Relations, Press Releases, Editing, Administrative..., Singing
Education
Rutgers, The State University of New Jersey-Camden 1991 — 1993
University of Maryland Eastern Shore 1989 — 1990
David Salpeter's Mutual of America Experience November 1995 - Present
Job IT Specialist at Mutual of America
Industry Information Technology and Services
Experience
Mutual of America November 1995 - Present
Empire Blue Cross and Blue Shiled January 1985 - September 1995
GHI January 1982 - December 1984
Skills
VSAM, SQL, Troubleshooting, DB2, COBOL, Software Development, T-SQL, Operating Systems, Software Project..., TSO, Visio, Databases, SDLC, WebSphere MQ, Insurance, Websphere, Business Analysis, Enterprise Architecture, Disaster Recovery, Crystal Reports, Quality Center, IBM Mainframe, Access, Visual Basic, Data Warehousing, AIX, Requirements Gathering, z/OS, ETL, VB.NET, Requirements Analysis, MVS, IIS, JES2, SharePoint, Data Modeling, Database Design, Easytrieve, XML, Mainframe, Programming, Business Requirements, Unix, Microsoft SQL Server, Systems Analysis, Database Administration, Lotus Notes, Testing, ISPF, ASP
Education
Bernard Baruch College, CUNY
MBA, Business Administration and Management, General
New York University
Computer certification in mainframe technology, Assembler, COBOL, CICS
Mutual of America November 1995 - Present
Empire Blue Cross and Blue Shiled January 1985 - September 1995
GHI January 1982 - December 1984
Skills
VSAM, SQL, Troubleshooting, DB2, COBOL, Software Development, T-SQL, Operating Systems, Software Project..., TSO, Visio, Databases, SDLC, WebSphere MQ, Insurance, Websphere, Business Analysis, Enterprise Architecture, Disaster Recovery, Crystal Reports, Quality Center, IBM Mainframe, Access, Visual Basic, Data Warehousing, AIX, Requirements Gathering, z/OS, ETL, VB.NET, Requirements Analysis, MVS, IIS, JES2, SharePoint, Data Modeling, Database Design, Easytrieve, XML, Mainframe, Programming, Business Requirements, Unix, Microsoft SQL Server, Systems Analysis, Database Administration, Lotus Notes, Testing, ISPF, ASP
Education
Bernard Baruch College, CUNY
MBA, Business Administration and Management, General
New York University
Computer certification in mainframe technology, Assembler, COBOL, CICS
Bill Thames, CRPS, CEBS's Mutual of America Experience October 2010 - Present
Job xxx
Industry Financial Services
Experience
Mutual of America October 2010 - Present
Mutual of America October 2010 - Present
The Hartford June 1990 - June 2012
The Hartford February 2007 - August 2011
Hartford Life 1997 - 2000
Skills
Retirement Plan..., Pensions, Disability Insurance, Property & Casualty..., Series 6, 401k, Series 63, Defined Benefit, Retirement, Fixed Annuities, Retirement Planning, Mutual Funds, Securities, Defined Contribution, Profit Sharing
Education
State University of New York College at Brockport 1976 — 1980
BS, Political Science, Communication
Wharton School, Unversity of Pennsylvania and International Foundation of Benefits
CEBS
Mutual of America October 2010 - Present
Mutual of America October 2010 - Present
The Hartford June 1990 - June 2012
The Hartford February 2007 - August 2011
Hartford Life 1997 - 2000
Skills
Retirement Plan..., Pensions, Disability Insurance, Property & Casualty..., Series 6, 401k, Series 63, Defined Benefit, Retirement, Fixed Annuities, Retirement Planning, Mutual Funds, Securities, Defined Contribution, Profit Sharing
Education
State University of New York College at Brockport 1976 — 1980
BS, Political Science, Communication
Wharton School, Unversity of Pennsylvania and International Foundation of Benefits
CEBS
Richard Boretz's Mutual of America Experience 1984 - 1987
Job Project Manager at AIG
Industry Insurance
Experience
WWR Brokerage October 2011 - Present
AIG October 2011 - Present
Allstate Financial Services, LLC June 2007 - October 2011
Panasonic March 1999 - June 2005
American International Group January 1996 - December 1998
Guy Carpenter January 1988 - December 1994
William H Mcgee January 1984 - December 1988
Mutual of America 1984 - 1987
Skills
Project Management, Underwriting, Business Planning, Management, Business Analysis, Insurance, Risk Management, SDLC, Process Improvement, Change Management, Program Management, Visio, Financial Analysis, Business Process, Strategic Planning, Financial Services, Property & Casualty..., Vendor Management, Cross-functional Team...
Education
University of Arizona 1980 — 1982
BA, Political Science
Nassau Community College 1978 — 1980
AA, Liberal Arts
WWR Brokerage October 2011 - Present
AIG October 2011 - Present
Allstate Financial Services, LLC June 2007 - October 2011
Panasonic March 1999 - June 2005
American International Group January 1996 - December 1998
Guy Carpenter January 1988 - December 1994
William H Mcgee January 1984 - December 1988
Mutual of America 1984 - 1987
Skills
Project Management, Underwriting, Business Planning, Management, Business Analysis, Insurance, Risk Management, SDLC, Process Improvement, Change Management, Program Management, Visio, Financial Analysis, Business Process, Strategic Planning, Financial Services, Property & Casualty..., Vendor Management, Cross-functional Team...
Education
University of Arizona 1980 — 1982
BA, Political Science
Nassau Community College 1978 — 1980
AA, Liberal Arts
Salvatore Conza's Mutual of America Experience 1991 - Present
Job Senior Vice President: Information Technology at Mutual of America
Industry Information Technology and Services
Experience
Mutual of America 1991 - Present
Current Computer Systems March 1986 - May 1991
Skills
Enterprise Software, SDLC, VMware, Disaster Recovery, SAN, Project Management, Business Analysis, Business Process..., Servers, Cross-functional Team..., Leadership, Enterprise Architecture, Integration, System Architecture, IT Strategy, LAN-WAN, Data Center, Software Project..., Team Leadership, Solution Selling, Windows Server, Leadership Development, Technical Leadership, Strategic Planning, Cost Center Management, Budget Process, Contract Negotiation, Licensing Negotiations, Microsoft Licensing, Open Systems..., Large Systems..., Large Scale Deployments, NetApp Filers, Program Management, Capital Budgeting, Operating Budgets, Requirements Analysis, Mobile Devices, Change Management, Corporate Relocation, EMC XtremIO
Education
Nassau Community College 1985 — 1987
AAS, Business Administration
New York Institute of Technology 1984 — 1985
Electrical Engineering
Garden City High School
Mutual of America 1991 - Present
Current Computer Systems March 1986 - May 1991
Skills
Enterprise Software, SDLC, VMware, Disaster Recovery, SAN, Project Management, Business Analysis, Business Process..., Servers, Cross-functional Team..., Leadership, Enterprise Architecture, Integration, System Architecture, IT Strategy, LAN-WAN, Data Center, Software Project..., Team Leadership, Solution Selling, Windows Server, Leadership Development, Technical Leadership, Strategic Planning, Cost Center Management, Budget Process, Contract Negotiation, Licensing Negotiations, Microsoft Licensing, Open Systems..., Large Systems..., Large Scale Deployments, NetApp Filers, Program Management, Capital Budgeting, Operating Budgets, Requirements Analysis, Mobile Devices, Change Management, Corporate Relocation, EMC XtremIO
Education
Nassau Community College 1985 — 1987
AAS, Business Administration
New York Institute of Technology 1984 — 1985
Electrical Engineering
Garden City High School
Dan Dailey's Mutual of America Experience July 2009 - June 2015
Job Mainframe Operations Systems Programmer
Industry Information Technology and Services
Experience
Fidelity Investments June 2015 - Present
Mutual of America July 2009 - June 2015
Fidelity Investments 2001 - 2009
Fidelity Investments August 2000 - May 2003
Fidelity Investments March 1997 - August 2000
Fidelity Investments September 1995 - March 1997
Nissan North America 1992 - 1995
Equitable Life 1988 - 1992
Education
The University of Texas at Arlington 1984 — 1985
none, Computer Science
Fidelity Investments June 2015 - Present
Mutual of America July 2009 - June 2015
Fidelity Investments 2001 - 2009
Fidelity Investments August 2000 - May 2003
Fidelity Investments March 1997 - August 2000
Fidelity Investments September 1995 - March 1997
Nissan North America 1992 - 1995
Equitable Life 1988 - 1992
Education
The University of Texas at Arlington 1984 — 1985
none, Computer Science
Megan Cleary's Mutual of America Experience June 2008 - August 2008
Job Development Associate, WFUV and Gift Planning at Fordham University.
Industry Nonprofit Organization Management
Experience
Fordham University January 2014 - Present
Carl Schurz Park Conservancy March 2012 - December 2013
Podell, Schwartz, Schechter & Banfield, LLP August 2010 - March 2012
Queens Botanical Garden March 2010 - August 2010
SUNY Oneonta January 2008 - March 2009
Mutual of America June 2008 - August 2008
Skills
Research, Editing, Social Media, Social Networking, Written Communication, Donor Management, Direct Mail Fundraising, Volunteer Management, Volunteer Training, Event Management, Customer Service, Multi Tasking, Organization, Analysis, Data Management, Board Relations, Donor Relations, Nonprofits, Non-profit..., Fundraising, Administrative...
Education
State University of New York College at Oneonta 2005 — 2009
BA, English
The New School
Non-Profit/Public/Organizational Management
Fordham University January 2014 - Present
Carl Schurz Park Conservancy March 2012 - December 2013
Podell, Schwartz, Schechter & Banfield, LLP August 2010 - March 2012
Queens Botanical Garden March 2010 - August 2010
SUNY Oneonta January 2008 - March 2009
Mutual of America June 2008 - August 2008
Skills
Research, Editing, Social Media, Social Networking, Written Communication, Donor Management, Direct Mail Fundraising, Volunteer Management, Volunteer Training, Event Management, Customer Service, Multi Tasking, Organization, Analysis, Data Management, Board Relations, Donor Relations, Nonprofits, Non-profit..., Fundraising, Administrative...
Education
State University of New York College at Oneonta 2005 — 2009
BA, English
The New School
Non-Profit/Public/Organizational Management
Rob Radovich's Mutual of America Experience 1997 - 2001
Job Audit Senior Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2004 - Present
Moore Stephens PC January 2001 - September 2004
Mutual of America 1997 - 2001
Goodtimes Home Video February 1995 - 1997
Skills
SEC filings, Accounting, Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, US GAAP, General Ledger, PCAOB standards, Consolidation, Stock Compensation, SEC Financial Reporting, Financial Accounting, Financial Statements, GAAP, CPA
Education
New York Institute of Technology-Old Westbury 1989 — 1993
Bachelor of Science in Accounting
La Salle Military Academy 1986 — 1989
High School
Marcum LLP September 2004 - Present
Moore Stephens PC January 2001 - September 2004
Mutual of America 1997 - 2001
Goodtimes Home Video February 1995 - 1997
Skills
SEC filings, Accounting, Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, US GAAP, General Ledger, PCAOB standards, Consolidation, Stock Compensation, SEC Financial Reporting, Financial Accounting, Financial Statements, GAAP, CPA
Education
New York Institute of Technology-Old Westbury 1989 — 1993
Bachelor of Science in Accounting
La Salle Military Academy 1986 — 1989
High School
Chris Chipperfield, CRPS's Mutual of America Experience November 2004 - June 2010
Job Retirement Education Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford May 2011 - December 2012
Mutual of America November 2004 - June 2010
Foresters June 2001 - June 2004
Skills
Insurance, Retirement, Investments, Underwriting, Employee Benefits, Retirement Planning, Mutual Funds, 401k, Pensions, Series 6, Disability Insurance, Life Insurance, Fixed Annuities, Wealth Management
Education
Western Washington University 1998 — 2001
Pierce College at Fort Steilacoom 1996 — 1998
Associate's degree
MassMutual Financial Group January 2013 - Present
The Hartford May 2011 - December 2012
Mutual of America November 2004 - June 2010
Foresters June 2001 - June 2004
Skills
Insurance, Retirement, Investments, Underwriting, Employee Benefits, Retirement Planning, Mutual Funds, 401k, Pensions, Series 6, Disability Insurance, Life Insurance, Fixed Annuities, Wealth Management
Education
Western Washington University 1998 — 2001
Pierce College at Fort Steilacoom 1996 — 1998
Associate's degree
James Vogel's Mutual of America Experience January 2008 - Present
Job Executive Field Vice President at Mutual of America (Retired)
Industry Insurance
Experience
Mutual of America January 2008 - Present
Mutual of America October 1988 - December 2007
Skills
Series 6, Fixed Annuities, Series 63, 401k, Investments, Mutual Funds, Retirement Planning
Education
Queens College 1974 — 1976
Bachelor's degree, Sociology
Mutual of America January 2008 - Present
Mutual of America October 1988 - December 2007
Skills
Series 6, Fixed Annuities, Series 63, 401k, Investments, Mutual Funds, Retirement Planning
Education
Queens College 1974 — 1976
Bachelor's degree, Sociology
Nicholas Forst's Mutual of America Experience February 2014 - Present
Job Regional Vice President at Mutual of America
Industry Financial Services
Experience
Mutual of America February 2014 - Present
Mutual of America February 2007 - Present
Northern Trust December 1997 - September 2003
Skills
Defined Benefit, ERISA, Employee Benefits, IRAs, Investments, Management, Mutual Funds, Retirement, Retirement Planning, Sales, Series 63, Series 6
Education
Northern Illinois University - College of Business 1992 — 1997
Bachelor of Science (B.S.), Marketing & Finance
Mutual of America February 2014 - Present
Mutual of America February 2007 - Present
Northern Trust December 1997 - September 2003
Skills
Defined Benefit, ERISA, Employee Benefits, IRAs, Investments, Management, Mutual Funds, Retirement, Retirement Planning, Sales, Series 63, Series 6
Education
Northern Illinois University - College of Business 1992 — 1997
Bachelor of Science (B.S.), Marketing & Finance
Nickolas Pierce, CPA's Mutual of America Experience January 2014 - Present
Job Associate Account Executive at Mutual of America
Industry Banking
Experience
Mutual of America January 2014 - Present
Pierce Financial Services June 2012 - Present
US Bank December 2011 - March 2013
UW-Whitewater April 2010 - December 2011
Klismith Accounting & Tax Group, S.C. August 2009 - April 2010
Weltman Bernfield LLC July 2008 - August 2009
US Bank April 2007 - July 2008
US Bank 2006 - 2007
Chase 2004 - 2006
Catholic Knights 2001 - 2004
Skills
Financial Analysis, Accounting, Financial Reporting, Strategic Financial..., Finance, Tax, Budgets, Accounts Receivable, Financial Modeling, QuickBooks, Microsoft Excel, Customer Service, General Ledger, Cash Management, Auditing, Financial Accounting, Credit Analysis, Microsoft Word, Banking, PowerPoint, Corporate Tax, Credit, Financial Statements, Treasury Management, Financial Planning
Education
Carthage College 2007 — 2008
Second Major, Accounting
Marquette University 1999 — 2001
B.S., Finance
Ripon College
Mutual of America January 2014 - Present
Pierce Financial Services June 2012 - Present
US Bank December 2011 - March 2013
UW-Whitewater April 2010 - December 2011
Klismith Accounting & Tax Group, S.C. August 2009 - April 2010
Weltman Bernfield LLC July 2008 - August 2009
US Bank April 2007 - July 2008
US Bank 2006 - 2007
Chase 2004 - 2006
Catholic Knights 2001 - 2004
Skills
Financial Analysis, Accounting, Financial Reporting, Strategic Financial..., Finance, Tax, Budgets, Accounts Receivable, Financial Modeling, QuickBooks, Microsoft Excel, Customer Service, General Ledger, Cash Management, Auditing, Financial Accounting, Credit Analysis, Microsoft Word, Banking, PowerPoint, Corporate Tax, Credit, Financial Statements, Treasury Management, Financial Planning
Education
Carthage College 2007 — 2008
Second Major, Accounting
Marquette University 1999 — 2001
B.S., Finance
Ripon College
Andrew Galgano's Mutual of America Experience July 2008 - August 2008
Job Financial Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP December 2011 - Present
Bloomberg Businessweek August 2010 - December 2011
Bloomberg August 2009 - January 2011
Mutual of America July 2008 - August 2008
Gentile Commodities June 2007 - August 2007
Skills
Excel, PowerPoint, Access, Word, Spreadsheets, SAP, Salesforce.com, Bloomberg Terminal, Microsoft Excel, Accounting, Financial Accounting, Customer Service, Bloomberg, Financial Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor of Science, Business Administration; Accounting
Bloomberg LP December 2011 - Present
Bloomberg Businessweek August 2010 - December 2011
Bloomberg August 2009 - January 2011
Mutual of America July 2008 - August 2008
Gentile Commodities June 2007 - August 2007
Skills
Excel, PowerPoint, Access, Word, Spreadsheets, SAP, Salesforce.com, Bloomberg Terminal, Microsoft Excel, Accounting, Financial Accounting, Customer Service, Bloomberg, Financial Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor of Science, Business Administration; Accounting
Natasha Karbasi's Mutual of America Experience October 2010 - Present
Job Associate Service Manager at Mutual of America
Industry Financial Services
Experience
Mutual of America October 2010 - Present
First Investors Corporation March 2010 - October 2010
First Investors May 2009 - March 2010
Solar Turbines June 2006 - June 2009
Skills
Series 6, Series 63, Licensed Life Insurance..., Outlook, Google Docs, Six Sigma Green Belt, Customer Service, Microsoft Excel, Microsoft Word, Mutual Funds, Asset Allocation, Financial Services, PowerPoint, Finance, Retirement, Investments, Life Insurance, 401k, Insurance
Education
San Diego State University-California State University
Bachelor's Degree, Financial Services
Mutual of America October 2010 - Present
First Investors Corporation March 2010 - October 2010
First Investors May 2009 - March 2010
Solar Turbines June 2006 - June 2009
Skills
Series 6, Series 63, Licensed Life Insurance..., Outlook, Google Docs, Six Sigma Green Belt, Customer Service, Microsoft Excel, Microsoft Word, Mutual Funds, Asset Allocation, Financial Services, PowerPoint, Finance, Retirement, Investments, Life Insurance, 401k, Insurance
Education
San Diego State University-California State University
Bachelor's Degree, Financial Services
Kristen Riley, CEBS, SPHR, SPHR-SCP's Mutual of America Experience 1998 - 2000
Job HR Manager at Open Window School
Industry Human Resources
Experience
Open Window School January 2013 - Present
Perkins Coie LLP 2008 - April 2011
Perkins Coie LLP 2004 - 2008
Northern Trust Retirement Consulting 2000 - 2003
Mutual of America 1998 - 2000
Skills
ERISA, Onboarding, Defined Contribution, 401k, Vendor Management, Pensions, Outlook, Training, Process Improvement, Personnel Management, Microsoft Office, Benefits Administration, Human Resources, Performance Management, Employee Engagement, Recruiting, HRIS, Talent Acquisition, Payroll, Employment Law, Deferred Compensation, Employee Benefits, Leadership, New Hire Orientations, Interviews, Management, Employee Relations
Education
Pacific Lutheran University 1994 — 1997
Bachelor of Arts (B.A.), History
Open Window School January 2013 - Present
Perkins Coie LLP 2008 - April 2011
Perkins Coie LLP 2004 - 2008
Northern Trust Retirement Consulting 2000 - 2003
Mutual of America 1998 - 2000
Skills
ERISA, Onboarding, Defined Contribution, 401k, Vendor Management, Pensions, Outlook, Training, Process Improvement, Personnel Management, Microsoft Office, Benefits Administration, Human Resources, Performance Management, Employee Engagement, Recruiting, HRIS, Talent Acquisition, Payroll, Employment Law, Deferred Compensation, Employee Benefits, Leadership, New Hire Orientations, Interviews, Management, Employee Relations
Education
Pacific Lutheran University 1994 — 1997
Bachelor of Arts (B.A.), History
Jasmeet Bambra's Mutual of America Experience February 2015 - Present
Job Lead QA Analyst
Industry Information Technology and Services
Experience
Mutual of America February 2015 - Present
AMC Networks July 2012 - September 2014
Morgan Stanley Smith Barney July 2008 - July 2012
Bank of America July 2007 - April 2008
AIG December 2005 - April 2007
VIPS Biomedical Services February 2004 - October 2005
Skills
Functional Testing, HP Quality Center, HP ALM, HP QTP, HP UFT, JIRA, SQL, VB Scripting, Test Case Generation, Test Plan Generation, Defect Tracking, Test Automation, Database Testing, Load Runner, RTM, Release Management, SharePoint, Oracle 10/12g, Tortoise SVN, SDLC, Test Execution, Quality Assurance, Business Analysis, Requirements Analysis, Vendor Management, Agile Methodologies, Software Project...
Education
Queens College
Mutual of America February 2015 - Present
AMC Networks July 2012 - September 2014
Morgan Stanley Smith Barney July 2008 - July 2012
Bank of America July 2007 - April 2008
AIG December 2005 - April 2007
VIPS Biomedical Services February 2004 - October 2005
Skills
Functional Testing, HP Quality Center, HP ALM, HP QTP, HP UFT, JIRA, SQL, VB Scripting, Test Case Generation, Test Plan Generation, Defect Tracking, Test Automation, Database Testing, Load Runner, RTM, Release Management, SharePoint, Oracle 10/12g, Tortoise SVN, SDLC, Test Execution, Quality Assurance, Business Analysis, Requirements Analysis, Vendor Management, Agile Methodologies, Software Project...
Education
Queens College
Martine Marcillac's Mutual of America Experience October 2008 - Present
Job Client Onboarding Consultant
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial August 2013 - Present
Mutual of America October 2008 - Present
M & M Design Resources 2007 - 2008
Prudential Financial March 2007 - December 2007
CBIZ MHM, LLC 2006 - 2007
Skills
Series 6, Series 63, Mutual Funds, Insurance, Asset Allocation, Customer Satisfaction, Securities, Investments, Credit, Customer Service, Financial Planners, Outlook, Life Insurance, Risk Management, Sales, Employee Benefits, Microsoft Excel, Access, Strategic Financial..., Process Improvement, Accounting Management, Internal Audit, Payroll, Income Tax
Education
UCSD Extension Studies 2011 — 2012
Certificate, Accounting
San Diego State University-California State University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
LPL Financial April 2015 - Present
LPL Financial August 2013 - Present
Mutual of America October 2008 - Present
M & M Design Resources 2007 - 2008
Prudential Financial March 2007 - December 2007
CBIZ MHM, LLC 2006 - 2007
Skills
Series 6, Series 63, Mutual Funds, Insurance, Asset Allocation, Customer Satisfaction, Securities, Investments, Credit, Customer Service, Financial Planners, Outlook, Life Insurance, Risk Management, Sales, Employee Benefits, Microsoft Excel, Access, Strategic Financial..., Process Improvement, Accounting Management, Internal Audit, Payroll, Income Tax
Education
UCSD Extension Studies 2011 — 2012
Certificate, Accounting
San Diego State University-California State University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Dan Cahill's Mutual of America Experience June 2005 - March 2008
Job Vascular Sales Specialist at Medtronic
Industry Medical Devices
Experience
Medtronic September 2013 - Present
Covidien February 2012 - October 2013
Xerox April 2008 - February 2012
Mutual of America June 2005 - March 2008
Waddell & Reed - Rochester May 2004 - May 2005
Skills
Solution Selling, Relationship Management, Outside Sales, Building Relationships, Customer Oriented, Goal Oriented, Persistency, Deliver Results, Marketing, Sales, Cold Calling, New Business Development, Salesforce.com, B2B, Customer Satisfaction, Sales Process, Direct Sales, Sales Presentations, Management, Sales Force Development, Selling, Sales Operations, Account Management
Education
St. John Fisher College 2000 — 2004
B.S., Business Management
Seton Catholic Central, Binghamton, NY
High School
Medtronic September 2013 - Present
Covidien February 2012 - October 2013
Xerox April 2008 - February 2012
Mutual of America June 2005 - March 2008
Waddell & Reed - Rochester May 2004 - May 2005
Skills
Solution Selling, Relationship Management, Outside Sales, Building Relationships, Customer Oriented, Goal Oriented, Persistency, Deliver Results, Marketing, Sales, Cold Calling, New Business Development, Salesforce.com, B2B, Customer Satisfaction, Sales Process, Direct Sales, Sales Presentations, Management, Sales Force Development, Selling, Sales Operations, Account Management
Education
St. John Fisher College 2000 — 2004
B.S., Business Management
Seton Catholic Central, Binghamton, NY
High School
Rina Thakore's Mutual of America Experience June 2000 - Present
Job Adv IT Specialist at Mutual of America
Industry Financial Services
Experience
Mutual of America June 2000 - Present
Skills
Business Analysis, Windows Server, SDLC, Vendor Management, Disaster Recovery, COBOL, Microsoft SQL Server, VMware, Visio, Process Improvement, Project Management, Software Documentation, DB2, SSIS, SQL, Enterprise Architecture, Visual Basic, Integration, Requirements Analysis, ERP
Education
University of Miami 1990 — 1992
M.Sc, Computer Science
Osmania University 1983 — 1984
M.Tech, Chemical Engineerirng
Osmania University 1979 — 1983
B.Tech, Chemical Engineering
Mutual of America June 2000 - Present
Skills
Business Analysis, Windows Server, SDLC, Vendor Management, Disaster Recovery, COBOL, Microsoft SQL Server, VMware, Visio, Process Improvement, Project Management, Software Documentation, DB2, SSIS, SQL, Enterprise Architecture, Visual Basic, Integration, Requirements Analysis, ERP
Education
University of Miami 1990 — 1992
M.Sc, Computer Science
Osmania University 1983 — 1984
M.Tech, Chemical Engineerirng
Osmania University 1979 — 1983
B.Tech, Chemical Engineering
Shawn McDevitt's Mutual of America Experience September 2015 - Present
Job Financial Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America September 2015 - Present
AspenCross Financial Group March 2015 - Present
BNY Mellon July 2012 - Present
BNY Mellon September 2010 - July 2012
Skills
Mutual Funds, Banking, Microsoft Excel, Customer Service, PowerPoint, Risk Management, Credit, Outlook, Time Management, Business Analysis, Access, Microsoft Office, Financial Analysis, Finance, Dog Walking, Hip-Hop Dance
Education
Plymouth State University 2005 — 2009
Bachelor's Degree, Business Administration, Minor in Professional Communications
Mutual of America September 2015 - Present
AspenCross Financial Group March 2015 - Present
BNY Mellon July 2012 - Present
BNY Mellon September 2010 - July 2012
Skills
Mutual Funds, Banking, Microsoft Excel, Customer Service, PowerPoint, Risk Management, Credit, Outlook, Time Management, Business Analysis, Access, Microsoft Office, Financial Analysis, Finance, Dog Walking, Hip-Hop Dance
Education
Plymouth State University 2005 — 2009
Bachelor's Degree, Business Administration, Minor in Professional Communications
Joe Catapano's Mutual of America Experience March 2010 - April 2011
Job Data at Renaissance Technologies LLC
Industry Financial Services
Experience
Renaissance Technologies LLC April 2011 - Present
Mutual of America March 2010 - April 2011
Skills
Financial Modeling, Portfolio Management, Asset Management, Microsoft Word, Finance, Microsoft Excel, Hedge Funds, Risk Management, Equities, Financial Analysis, Microsoft Office, Investments
Education
State University of New York at Stony Brook 2004 — 2009
Bachelor of Science (BS), Mathematics
Renaissance Technologies LLC April 2011 - Present
Mutual of America March 2010 - April 2011
Skills
Financial Modeling, Portfolio Management, Asset Management, Microsoft Word, Finance, Microsoft Excel, Hedge Funds, Risk Management, Equities, Financial Analysis, Microsoft Office, Investments
Education
State University of New York at Stony Brook 2004 — 2009
Bachelor of Science (BS), Mathematics
Paul Minicozzi's Mutual of America Experience 2000 - 2003
Job Consultant at State Street through Mergis Corp
Industry Financial Services
Experience
State Street December 2010 - July 2011
Legg Mason 2006 - 2009
Legg Mason 2005 - 2006
Mutual of America 2000 - 2003
Mutual of America 1994 - 2000
Skills
Microsoft Ofice, Bloomberg Terminal, Financial Reporting, Fund Accounting, Bloomberg, MCH, PAM for Securities, Mutual Funds, Fixed Income, Equities, Excel, Reconciliation, Microsoft Office, Word, Bonds, Access, Outlook, Corporate Actions
Education
Stony Brook University
BA Degree, Political Science
Suffolk Community College
AS Degree, Business Administration
State Street December 2010 - July 2011
Legg Mason 2006 - 2009
Legg Mason 2005 - 2006
Mutual of America 2000 - 2003
Mutual of America 1994 - 2000
Skills
Microsoft Ofice, Bloomberg Terminal, Financial Reporting, Fund Accounting, Bloomberg, MCH, PAM for Securities, Mutual Funds, Fixed Income, Equities, Excel, Reconciliation, Microsoft Office, Word, Bonds, Access, Outlook, Corporate Actions
Education
Stony Brook University
BA Degree, Political Science
Suffolk Community College
AS Degree, Business Administration
Kira O'Grady's Mutual of America Experience June 2014 - Present
Job Human Resources Generalist at Mutual of America
Industry Financial Services
Experience
Mutual of America June 2014 - Present
Mutual of America February 2012 - June 2014
Mutual of America June 2010 - February 2012
New York Jets August 2010 - February 2011
The Daily Campus August 2009 - May 2010
Skills
Microsoft Excel, Microsoft Word, Access, InDesign, Photoshop, Crystal Reports, Microsoft SQL Server, PowerPoint, Event Management, Outlook, Microsoft Office, Data Analysis, Human Resources, Employee Benefits
Education
The University of Connecticut 2006 — 2010
BA, Journalism and Sociology Double Major, History Minor
National University of Ireland, Galway 2008 — 2008
Irish Studies
Mutual of America June 2014 - Present
Mutual of America February 2012 - June 2014
Mutual of America June 2010 - February 2012
New York Jets August 2010 - February 2011
The Daily Campus August 2009 - May 2010
Skills
Microsoft Excel, Microsoft Word, Access, InDesign, Photoshop, Crystal Reports, Microsoft SQL Server, PowerPoint, Event Management, Outlook, Microsoft Office, Data Analysis, Human Resources, Employee Benefits
Education
The University of Connecticut 2006 — 2010
BA, Journalism and Sociology Double Major, History Minor
National University of Ireland, Galway 2008 — 2008
Irish Studies
Thomas Jerome's Mutual of America Experience July 2011 - Present
Job Sr. Client Services Specialist at Mutual of America
Industry Financial Services
Experience
Mutual of America July 2011 - Present
Deutsche Bank June 2007 - February 2009
LaBranche Structured Products Specialists, LLC January 2000 - January 2007
RPM Specialist September 1998 - January 2000
Bear Wagner Specialists August 1996 - September 1998
Stern Brothers August 1994 - August 1996
JJC Specialists February 1990 - August 1994
Merrill Lynch May 1986 - April 1989
Skills
Financial Risk, ETFs, Trading, Bloomberg, Trading Strategies
Education
Thomas Edison State College 2008 — 2010
B.S, Finance
Thomas Edison State College
Bachelor of Science (B.S.), Finance and Financial Management Services
Mutual of America July 2011 - Present
Deutsche Bank June 2007 - February 2009
LaBranche Structured Products Specialists, LLC January 2000 - January 2007
RPM Specialist September 1998 - January 2000
Bear Wagner Specialists August 1996 - September 1998
Stern Brothers August 1994 - August 1996
JJC Specialists February 1990 - August 1994
Merrill Lynch May 1986 - April 1989
Skills
Financial Risk, ETFs, Trading, Bloomberg, Trading Strategies
Education
Thomas Edison State College 2008 — 2010
B.S, Finance
Thomas Edison State College
Bachelor of Science (B.S.), Finance and Financial Management Services
Anthony Drew's Mutual of America Experience October 1989 - January 1995
Job Information Technology Manager at Hunter College Campus Schools
Industry Nonprofit Organization Management
Experience
Hunter College Campus Schools September 2013 - Present
FAS, Inc November 2011 - September 2013
Queens Library November 1999 - June 2011
CBS News April 1999 - November 1999
Continuum Health Partners February 1996 - April 1999
Capital Cities/ABC New Division January 1995 - February 1996
Mutual of America October 1989 - January 1995
Skills
Servers, Budgets, Windows, Management, Windows Server, Customer Service, Project Management, HTML, Information Management, Technical Support, Strategy, Help Desk Support, Change Management, Project Planning, Fundraising, Operating Systems, Research, Program Management, Microsoft Office, Library Science, Cisco Technologies, Software Documentation, System Administration, Access, Databases, Disaster Recovery, IT Strategy, Information Technology, Networking, Security
Education
Queens College
Queensborough Community College
Hunter College Campus Schools September 2013 - Present
FAS, Inc November 2011 - September 2013
Queens Library November 1999 - June 2011
CBS News April 1999 - November 1999
Continuum Health Partners February 1996 - April 1999
Capital Cities/ABC New Division January 1995 - February 1996
Mutual of America October 1989 - January 1995
Skills
Servers, Budgets, Windows, Management, Windows Server, Customer Service, Project Management, HTML, Information Management, Technical Support, Strategy, Help Desk Support, Change Management, Project Planning, Fundraising, Operating Systems, Research, Program Management, Microsoft Office, Library Science, Cisco Technologies, Software Documentation, System Administration, Access, Databases, Disaster Recovery, IT Strategy, Information Technology, Networking, Security
Education
Queens College
Queensborough Community College
Jim Tiensvold's Mutual of America Experience November 1994 - Present
Job Field Vice President at Mutual of America
Industry Financial Services
Experience
Mutual of America November 1994 - Present
Education
San Diego State University-California State University
Political Science-Economics
Mutual of America November 1994 - Present
Education
San Diego State University-California State University
Political Science-Economics
Janice Daley's Mutual of America Experience June 1981 - Present
Job Administrative Assistant at Mutual of America
Industry Insurance
Experience
Mutual of America June 1981 - Present
Skills
Process Scheduler, Access, Outlook, Data Entry, Team Building
Education
College of New Rochelle 2002 — 2006
Bachelor of Arts, Social Science
Mutual of America June 1981 - Present
Skills
Process Scheduler, Access, Outlook, Data Entry, Team Building
Education
College of New Rochelle 2002 — 2006
Bachelor of Arts, Social Science
john achim's Mutual of America Experience September 1994 - June 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Athens Regional Medical Center May 2011 - August 2011
Office Depot June 2000 - July 2005
Mutual of America September 1994 - June 2000
Systematics Telecommunications Services April 1992 - August 1994
Education
Georgia's Health Sciences University (MCG)
Post-Baccalaureate Certificate, Health Information Administration
Southern Polytechnic State University
Bachelor of Science, Computer Science
Athens Regional Medical Center May 2011 - August 2011
Office Depot June 2000 - July 2005
Mutual of America September 1994 - June 2000
Systematics Telecommunications Services April 1992 - August 1994
Education
Georgia's Health Sciences University (MCG)
Post-Baccalaureate Certificate, Health Information Administration
Southern Polytechnic State University
Bachelor of Science, Computer Science
Ellen Humphreys's Mutual of America Experience April 1996 - July 2000
Job Associate Director of Parish Finance for the Archdiocese of New York
Industry Financial Services
Experience
Archdiocese of New York February 2012 - Present
Value Leasing August 2006 - February 2012
McLagan July 2000 - December 2002
Mutual of America April 1996 - July 2000
Skills
Employee Recognition, Employee Benefits, 401k, Financial Analysis, ADP Payroll, Compensation Structures, Compensation, Employee Relations, Accounting, Budgets, Financial Reporting, Nonprofits, Finance, Payroll, Strategic Planning, Recruiting, Organizational..., Leadership, Investments
Education
Salve Regina University 1989 — 1993
BS, Marketing
The Ursuline School 1982 — 1989
Archdiocese of New York February 2012 - Present
Value Leasing August 2006 - February 2012
McLagan July 2000 - December 2002
Mutual of America April 1996 - July 2000
Skills
Employee Recognition, Employee Benefits, 401k, Financial Analysis, ADP Payroll, Compensation Structures, Compensation, Employee Relations, Accounting, Budgets, Financial Reporting, Nonprofits, Finance, Payroll, Strategic Planning, Recruiting, Organizational..., Leadership, Investments
Education
Salve Regina University 1989 — 1993
BS, Marketing
The Ursuline School 1982 — 1989
Eric Rolon's Mutual of America Experience July 2010 - March 2012
Job Executive Recruiter at InfoTECH Solutions, LLC
Industry Information Technology and Services
Experience
Mutual of America July 2010 - March 2012
Education
Temple University
Bachelor of Arts (B.A.), Spanish and Professional Studies
Mutual of America July 2010 - March 2012
Education
Temple University
Bachelor of Arts (B.A.), Spanish and Professional Studies
Bernice Coaxum's Mutual of America Experience April 2001 - Present
Job 2nd VP at Mutual of America
Industry Financial Services
Experience
Mutual of America April 2001 - Present
Skills
401k, Retirement Planning, Fixed Annuities, Retirement Plan..., Mutual Funds, IRAs, Asset Allocation, ERISA
Education
Pace Universary\Nyack 1976 — 1998
BS, Organizational Management, Business Administration and Management, General
Pace University 1976 — 1980
Bachelor of Science (BS), continued at Nyack College
Mutual of America April 2001 - Present
Skills
401k, Retirement Planning, Fixed Annuities, Retirement Plan..., Mutual Funds, IRAs, Asset Allocation, ERISA
Education
Pace Universary\Nyack 1976 — 1998
BS, Organizational Management, Business Administration and Management, General
Pace University 1976 — 1980
Bachelor of Science (BS), continued at Nyack College
Robert Shank's Mutual of America Experience January 2014 - Present
Job at
Industry Financial Services
Experience
Mutual of America January 2014 - Present
Mutual of America May 2010 - January 2014
LocalEdge August 2009 - May 2010
Skills
Online Advertising, Digital Marketing, Social Media, SEM, SEO, Marketing, Account Management, Lead Generation, Advertising, Social Media Marketing, Sales, Digital Media, Sales Presentations
Education
Siena College 2005 — 2009
BA, Marketing
Mutual of America January 2014 - Present
Mutual of America May 2010 - January 2014
LocalEdge August 2009 - May 2010
Skills
Online Advertising, Digital Marketing, Social Media, SEM, SEO, Marketing, Account Management, Lead Generation, Advertising, Social Media Marketing, Sales, Digital Media, Sales Presentations
Education
Siena College 2005 — 2009
BA, Marketing
Larry Norflus's Mutual of America Experience February 1981 - March 1982
Job Senior Consultant at Murex
Industry Computer Software
Experience
Murex March 2013 - Present
Misys January 2008 - August 2012
Misys August 2000 - January 2008
The Training Group March 1984 - August 2000
Computerland March 1982 - March 1984
Mutual of America February 1981 - March 1982
US Census Bureau February 1980 - November 1980
Skills
Computer Software..., Global Client Management, Relationship Management, Customer Satisfaction, Communication Skills, SDLC, Requirements Analysis, Business Analysis, Back Office, Banking, Trading Systems, Software Project..., Market Data, SWIFT payments, Capital Markets, Integration, Derivatives, FX Options, Fixed Income, User Acceptance Testing, Business Requirements, Electronic Trading, Risk Management, Professional Services, Financial Services, Requirements Gathering
Education
Queens College 1975 — 1980
Bachelor of Arts (B.A.), Economics
Murex March 2013 - Present
Misys January 2008 - August 2012
Misys August 2000 - January 2008
The Training Group March 1984 - August 2000
Computerland March 1982 - March 1984
Mutual of America February 1981 - March 1982
US Census Bureau February 1980 - November 1980
Skills
Computer Software..., Global Client Management, Relationship Management, Customer Satisfaction, Communication Skills, SDLC, Requirements Analysis, Business Analysis, Back Office, Banking, Trading Systems, Software Project..., Market Data, SWIFT payments, Capital Markets, Integration, Derivatives, FX Options, Fixed Income, User Acceptance Testing, Business Requirements, Electronic Trading, Risk Management, Professional Services, Financial Services, Requirements Gathering
Education
Queens College 1975 — 1980
Bachelor of Arts (B.A.), Economics
Nicole Marcus's Mutual of America Experience July 1999 - October 2000
Job Lead Associate at AXA
Industry Insurance
Experience
AXA October 2008 - Present
AXA October 2000 - October 2008
Mutual of America July 1999 - October 2000
Skills
Microsoft Excel, Access, Trend Analysis, Accounting, Analysis, PeopleSoft, SQL, Account Reconciliation, PowerPoint, Mainframe
Education
Seton Hall University 1995 — 1999
Bachelor's degree, Mathematics and Elementary Ed
AXA October 2008 - Present
AXA October 2000 - October 2008
Mutual of America July 1999 - October 2000
Skills
Microsoft Excel, Access, Trend Analysis, Accounting, Analysis, PeopleSoft, SQL, Account Reconciliation, PowerPoint, Mainframe
Education
Seton Hall University 1995 — 1999
Bachelor's degree, Mathematics and Elementary Ed
Sharon Broschart's Mutual of America Experience 1985 - 1994
Job Sr. Compliance Manager at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions (formerly Accurecord, Inc) April 2000 - Present
Transamerica Retirement Solutions (formerly Accurecord, Inc.) 2000 - Present
Dreyfus 1997 - 2000
Mutual of America 1985 - 1994
Education
St. John's University 1982 — 1985
Bachelor's degree, Business Administration and Management, General
Transamerica Retirement Solutions (formerly Accurecord, Inc) April 2000 - Present
Transamerica Retirement Solutions (formerly Accurecord, Inc.) 2000 - Present
Dreyfus 1997 - 2000
Mutual of America 1985 - 1994
Education
St. John's University 1982 — 1985
Bachelor's degree, Business Administration and Management, General
James Deng, CPA's Mutual of America Experience April 2006 - September 2007
Job AVP Financial Analyst, Management and Regulatory Reporting
Industry Insurance
Experience
DNB August 2014 - Present
AIG September 2007 - August 2014
Mutual of America April 2006 - September 2007
Skills
Mutual Funds, Financial Analysis, Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, Bloomberg, Accounting, Financial Accounting, Financial Statements
Education
Queen's College
Bachelor of Arts (B.A.), Economics
Queens College
Bachelor of Arts (B.A.), Accounting and Information System
DNB August 2014 - Present
AIG September 2007 - August 2014
Mutual of America April 2006 - September 2007
Skills
Mutual Funds, Financial Analysis, Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, Bloomberg, Accounting, Financial Accounting, Financial Statements
Education
Queen's College
Bachelor of Arts (B.A.), Economics
Queens College
Bachelor of Arts (B.A.), Accounting and Information System
Wendy Benedict's Mutual of America Experience 2007 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Mutual of America 2007 - 2014
Fidelity Investments October 2003 - January 2007
Education
Quinsigamond Community College 1988 — 1990
Associate's Degree, Art/Art Studies, General
Framingham State College
Bachelor's Degree, Clothing and Textiles
Mutual of America 2007 - 2014
Fidelity Investments October 2003 - January 2007
Education
Quinsigamond Community College 1988 — 1990
Associate's Degree, Art/Art Studies, General
Framingham State College
Bachelor's Degree, Clothing and Textiles
Dorothy Nolan's Mutual of America Experience 1985 - 1988
Job Versatile Sales and Marketing Professional
Industry Pharmaceuticals
Experience
ProMed Specialty Compounding Pharmacy October 2014 - Present
GSK 1997 - 2014
Olsten health Services 1995 - 1997
McNeil Consumer Healthcare 1989 - 1994
Mutual of America 1985 - 1988
Delta Air Lines 1983 - 1984
Skills
Pharmaceutical Industry, Sales, Pharmaceutical Sales, Neurology, Cardiology, Healthcare, Urology, Cardiology,..., Sales and Marketing,..., Account Management, Business Development, Market Share Growth, Cold Calling, Referrals, New Product Launch, Employee Leadership, Wound Care Clinics and..., Teamwork, Cardiovascular Disease
Education
State University of New York, College at Cortland 1979 — 1983
Bachelor's Degree, English Language and Literature/Letters, GPA 3.0
State University of New York College at Cortland
Bachelor's degree, English Language and Literature, General
ProMed Specialty Compounding Pharmacy October 2014 - Present
GSK 1997 - 2014
Olsten health Services 1995 - 1997
McNeil Consumer Healthcare 1989 - 1994
Mutual of America 1985 - 1988
Delta Air Lines 1983 - 1984
Skills
Pharmaceutical Industry, Sales, Pharmaceutical Sales, Neurology, Cardiology, Healthcare, Urology, Cardiology,..., Sales and Marketing,..., Account Management, Business Development, Market Share Growth, Cold Calling, Referrals, New Product Launch, Employee Leadership, Wound Care Clinics and..., Teamwork, Cardiovascular Disease
Education
State University of New York, College at Cortland 1979 — 1983
Bachelor's Degree, English Language and Literature/Letters, GPA 3.0
State University of New York College at Cortland
Bachelor's degree, English Language and Literature, General