Experience
AXA US  July 2013 - Present
AXA Equitable  March 2006 - July 2013
Mutual of New York   January 1999 - March 2006

Skills
Team Leadership, Leadership, Risk Management, SDLC, Management, Call Centers, Business Process, Customer Service, Vendor Management, PMO, Project Portfolio..., Process Improvement, Fixed Annuities, Software Project..., Business Process...

Education
Onondaga Community College   1987 — 1989
Buisness Administration

Central City Buisness Institute   1980 — 1982
Associates Degree, Business - Secretarial

Experience
Blush Haus of Beaute   January 2013 - Present
Atlantic Seafood Co   November 2003 - December 2012
Coastal Canvas   January 1992 - November 2003
Seaside Medical Clinic of Dr.Mark Worthen   October 1989 - November 2003
Mutual of New York   June 1975 - October 1986

Skills
Annual Reports, Employee Orientations, Human Resources, Financial Accounting, Workers' Compensation..., USDA, DOT regulations, DOT Compliance, Schedule Control, Policy Analysis, Inventory Management, Microsoft Office, Peachtree, QuickBooks, Meeting Planning, Business Analysis, Sales Management, Sales Operations, Direct Sales, Multi-state Payroll..., Administrative Functions, Accounts Payable, Accounting, Accounts Receivable

Education
Ashford University   2007 — 2008
Business Administration and Management, General

Carteret Community College   1972 — 1973
Business Administration and Management, General

Experience
SDM Advisory Group   January 2012 - Present
Blair Capital Management   January 1997 - Present
Kenilworth Asset Management  January 2006 - June 2009
Mutual of New York   January 1992 - May 1996

Skills
Management, Business Strategy, Strategic Planning, Strategy, Management Consulting, Project Management, Change Management, Business Planning, Business Development, Mergers & Acquisitions

Education
The University of Chicago   1990 — 1993
Master of Business Administration (MBA), Accounting and Finance

Bradley University   1982 — 1986
Business Administration and Management, Finance

Experience
Liberty Tax Service  November 2005 - Present
Muller Group Insurance Agency, Liberty Tax Service   2007 - Present
HANYS  April 1997 - December 2007
Mutual of New York   1996 - 1997

Skills
Small Business, Entrepreneurship, New Business Development, Marketing, Business Strategy, Coaching, Marketing Strategy, Strategic Planning, Investments, Start-ups

Education
State University of New York Empire State College   2008 — 2013
Bachelor of Business Administration (B.B.A.), Small Business Management

SUNY Adirondack   1989 — 1991
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General

Experience
Vanbridge, LLC  January 2014 - Present
Sharebridge Private Equity Consolidated  September 2009 - January 2014
MetLife  May 2001 - December 2009
Mutual of New York   1965 - 2000

Skills
Insurance, Management, Underwriting, Brokers, Private Equity, Venture Capital, Investments, Life Insurance, Disability Insurance, Insurance Agency..., Financial Risk, Employee Benefits, Finance

Education
Brown University   1961 — 1965
Bachelor of Arts (B.A.), History

The American College
CLU, ChFC, Finance, Financial Management Services, Insurance

Experience
Ameritas  April 2007 - Present
UnitedHealthcare  December 2001 - March 2007
Kaiser Permanente  July 1997 - December 2001
MAMSI  June 1994 - July 1997
Mutual of New York   June 1991 - June 1994

Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Selling, Health Savings Accounts, Leadership, Sales, Underwriting, Strategic Planning, Management, Life Insurance, Account Management, Benefits Administration, Customer Service, Term Life Insurance

Education
Salisbury University

Experience
Onondaga Community College  2004 - Present
SSS Web Solutions   2001 - Present
AppliedTheory  1998 - 2001
New England Financial  1997 - 1998
Computer Sciences Corporation  1995 - 1997
Mutual of New York   1990 - 1995
Eastman School of Music  1989 - 1990
University of Rochester  1985 - 1989
Astra Software Corporation   1984 - 1985

Skills
SQL, C#, Higher Education, Teaching, Distance Learning, Public Speaking, Research, Curriculum Design, Curriculum Development, Student Affairs, Instructional Design, Editing, System Administration, Staff Development, Programming, Technical Writing, Adult Education, Program Development, Fundraising, Data Analysis, Educational Technology, Community Outreach, Nonprofits, Social Networking, Leadership Development, Database Design, University Teaching, E-Learning, Grant Writing, Web Development, PowerPoint, Career Counseling

Education
Binghamton University   2006 — 2007
CAS, Community College Teaching

Rochester Institute of Technology   1986 — 1994
M.S., Computer Science

State University of New York College at Potsdam   1980 — 1982
M.M. - almost!, Music Composition

University of the Pacific   1976 — 1980
B.M., Music Theory/Composition

Sonoma Valley High School   1972 — 1976

Edna Maguire Middle School

Syracuse University

Experience
ISpektor Web Design and Graphics   April 2010 - Present
Swall Terrace LLC   March 2004 - Present
Www.ispektorphoto.com   January 2002 - Present
ISpektor Web Design and Graphics   May 2010 - January 2011
Mutual of New York   January 2003 - June 2004

Skills
Website Development, Graphic Design, Photography, Web Design, Logo Design, Graphics, Flyers, Business Cards, Photoshop, Social Media Marketing, Social Media, Creative Direction, Social Networking, Public Relations, Marketing

Education
ICDC College   2010 — 2011
Certificate in, Web Design and Graphics

University of Phoenix   2006 — 2010
Bachelor in Business Finance, AA in Business Finance

Experience
The American College  June 2008 - December 2014
Bank of America  2006 - 2008
Morgan Stanley  October 1986 - August 2006
Dean Witter  1988 - 2006
Morgan Stanley  1986 - 2006
Mutual of New York   December 1972 - March 1986

Skills
Series 7, Wealth Management, Leadership, Program Management, Alternative Investments, Asset Allocation, Asset Management, Equities, Estate Planning, FINRA, Financial Services, Fixed Annuities, Investment Advisory, Investment Strategies, Investments, Marketing, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Sales, Securities, Series 24, Series 63, Strategic Financial..., Strategic Planning, Insurance, Retirement, Risk Management, Financial Planning

Education
Seton Hall University   1996 — 2001
MA

Wadhams Hall   1965 — 1968
BA, Philosophy

Experience
Armbruster Capital Management, Inc.   March 2014 - Present
William Skuse Insurance & Investments   July 2000 - March 2014
Mutual of New York   November 1992 - June 2000
Postgate, Perry & Gray   October 1989 - November 1992
KPMG  July 1988 - September 1989

Skills
Cost Efficient..., Tax Efficient...

Education
The American College   1994 — 1995
CLU & ChFC

St. John Fisher College   1986 — 1988
Accounting

John Carroll University   1976 — 1980
Economics

McQuaid Jesuit High School   1972 — 1976

Experience
Merrill Lynch  March 2012 - Present
Morgan Stanley Smith Barney  August 2000 - March 2012
Merrill Lynch  September 1989 - August 2000
Mutual of New York   June 1987 - August 1989
Merrill Lynch  August 1984 - May 1987
Merrill Lynch  April 1982 - August 1984

Skills
Investments, Loans, Underwriting, Banking, Financial Analysis, Series 7, Small Business Lending, Investment Advisory, Foreign Exchange, Commodity, Finance, Financial Services, Asset Management, Mutual Funds, Retirement Planning, Risk Management, Sales, Portfolio Management, Securities, Wealth Management

Education
University of Colorado at Colorado Springs   1985 — 1987
Business/Corporate Communications

Eastern Michigan University   1981 — 1984
Communication and Media Studies

Experience
Financial Protection Life and Annuity Corp.   February 1980 - Present
Mutual of New York   January 1963 - January 1980
American General Life Companies  January 1963 - January 1980

Skills
Estate Tax Planning, Annuities, Executive Bonus Plans, Buy/Sell Arrangements, Disability Income, IRA - SEP Plans

Education
Texas Tech University
Bachelor of Business Administration (BBA)

Experience
St. Petersburg College  January 2010 - Present
University of Phoenix  June 2009 - Present
Still Waters Counseling Center   January 2004 - Present
Solid Rock Virtual School   December 2007 - September 2009
certified by Robert Kiyosaki's CASHFLOW© Technologies   January 2001 - July 2006
International Training Institute   January 1989 - January 1993
Mutual Of New York   January 1987 - January 1989
Smith Barney Harris Upham Co., Inc   January 1979 - January 1986

Skills
Blogging, Coaching, Wellness, Holistic Health, Nutrition, Community Outreach, Teaching, Psychology, Public Speaking, Curriculum Design, Healthcare, Event Planning, Program Development, Fitness, Psychotherapy, Team Building, Leadership Development, Fundraising

Education
Northcentral University   2007 — 2009
M.A, Health Psychology & Behavioral Medicine

Sewanee-The University of the South   2002 — 2006
certificate, Education For Ministry

Emory University   1977 — 1979
BA, Psychology

Oxford College of Emory University   1975 — 1977
AA, Psychology

COMMUNITY AFFILIATIONS

Experience
Transamerica  January 2015 - Present
Transamerica  January 2013 - December 2014
Transamerica Retirement Solutions  January 1998 - December 2012
Diversified Investment Advisors  January 1993 - December 1998
Mutual of New York   January 1990 - December 1992
Mutual of New York   June 1985 - December 1989

Skills
Mutual Funds, Financial Analysis, Process Improvement, Financial Reporting, Finance, Financial Risk, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Auditing, Forecasting, Sarbanes-Oxley, Operational Risk..., Financial Planning, Accounting

Education
Bentley University   1980 — 1984
Bachelor of Science (BS), Accounting

Port Chester High School

Experience
The ABD Team  July 2012 - Present
Wells Fargo Insurance Services  March 2008 - July 2012
MacCorkle Insurance Service  July 1997 - February 2008
Mutual of New York   February 1995 - June 1997

Skills
Employment Practices..., Property & Casualty..., Brokers, Professional Liability, Umbrella Insurance, Commercial Lines, Insurance, Underwriting, Customer Service, Small Business, Workers Compensation, D&O, General Insurance, Commercial Insurance, Term Life Insurance, Liability, Fixed Annuities, Health Insurance

Education
Ming Chuan University
BA, Business

Experience
Eli Lilly and Company  2014 - Present
Specialty Eye Care  March 2013 - February 2014
Pfizer, Inc  January 2009 - March 2013
Wyeth Pharmaceuticals  January 2002 - January 2009
Key Bank of New York   January 1993 - January 2007
Brown & Williamson Tobacco, Inc   January 1997 - January 2002
KeyBank  January 1993 - January 1997
Mutual of New York   January 1996 - April 1996

Skills
Market Analysis, Gastroenterology, Cardiology, OB/GYN, Psychiatry, Endocrinology, Urology, Neurology, Hospital Sales, Pharmaceutical Sales, Managed Care, Pulmonology, Diabetes, Pharmaceutical Industry, Rheumatology, Selling, Healthcare, Sales Operations

Education
Cazenovia College   1992 — 1996
Bachelor, Professional Studies; Business Management

Experience
H.Beck,Inc.   January 2001 - Present
Schniebolk Financial Group   August 1995 - Present
Mony Securities Corporation  April 1989 - January 2001
Mutual of New York   May 1989 - August 1994
The Equitable Life Assurance Society of the United States  August 1986 - March 1989
Equico Securities, Inc.   August 1986 - March 1989

Skills
Investments, Financial Modeling, Financial Analysis, Portfolio Management, Business Strategy, Asset Management, Risk Management

Education
University of Maryland College Park, College of Business and Management
Bachelor of Science (BS), College of Business and Management

The American College
CLU,ChFC, Financial Planning and Services

Experience
Consultants in Wealth Management   May 1983 - Present
Cohen & Curtis   January 1988 - August 1991
Merrill Lynch  January 1986 - January 1988
Mutual of New York   May 1984 - December 1985
Texas Wesleyan University  1964 - 1968
Texas Wesleyan University  1964 - 1968

Skills
Estate Planning, Retirement Planning, Investment Advisory, Alternative Investments, Financial Analysis, Investment Management, IRAs, Life Insurance, Financial Modeling, Qualified Retirement..., 401k Rollovers, Succession Planning, Variable Annuities, Retirement Plan..., Retirement Benefits, Income Protection, Registered Investment..., Planned Giving, Guaranteed Lifetime..., Charitable Gift Planning, Business Planning, Buy-sell Agreements, Business Valuation, Estate Settlement, Estate Distribution, Beneficiary Distribution, Death Claims, Qualified Income..., Financial Analysis and..., Family Legacy Planning, Business Succession...

Education
The American College of Financial Services   2012 — 2013
Enrolled for Retirement Income Certified Professional, Retirement Income Certified Professional

MLPFS Princeton Asset Management School   1986 — 1986
Private Account Asset Management

Texas Tech University   1969 — 1971
Graduate School, Molecular Biology

Texas Wesleyan University   1964 — 1968
Bachelor's, cum laude, Chemistry

R.L. Paschal High School   1959 — 1961
Diploma, General Education

Experience
Self-Employed  2011 - Present
Shiseido Americas Corporation  September 2010 - March 2011
Citibank  March 1998 - July 2003
Mutual of New York   1993 - 1998

Skills
Cross Selling, Credit, Banking, Loans, Mortgage Lending, Cash Management, Consumer Lending, Small Business Lending, Credit Cards, Lines Of Credit, Retail Banking, Portfolio Management, Credit Risk, Branch Management

Education
Moscow State University   1978 — 2003
PhD, Romanic-Germanic Philology

College of San Mateo   1997 — 1998
Computer Science, Nutrition

Tashkent State University   1970 — 1975
Master’s degree, English & English Literature

Experience
Houlihan Lawrence  1993 - Present
Satellite Snaps   1989 - 1992
Schulman Realty   1988 - 1989
Mutual of New York   1961 - 1987

Skills
Sellers, Real Estate, Condos, Public Relations, Relocation, First Time Home Buyers, Single Family Homes, New Home Sales, Short Sales, Townhomes, ABR, Real Estate Transactions, Residential Homes, Negotiation, Real Estate Development, Marketing, Marketing Strategy, Real Estate Financing, Investments, Budgets, Buyers, Buyer Representation, Referrals, Listings

Education
Boston University - School of Management   1958 — 1961
BS in Business Management

US Naval Academy Prep School   1957 — 1958

University of Vermont   1954 — 1955
Engineering

Katonah High School   1950 — 1954

Experience
Krempin Financial Services   2006 - Present
Rochester Rotary Club   2001 - Present
MassMutual Financial Group  June 2004 - October 2006
Mutual of New York   April 1970 - June 2004

Skills
Retirement Planning, Retirement, Leadership, Sales, Estate Planning, Strategic Financial..., Small Business, Investments, Insurance, Entrepreneurship, Strategic Planning, Nonprofits, Marketing Communications, Non-profits, Insuring Business Buy..., Wealth Accumulation;..., Disability Insurance, Employee Benefits, Finance, Financial Planning, Financial Services, Long-term Care, Securities

Education
The American College   2006 — 2006
Certified Family Business Specialist, Business Valuation & Succession Planning, Estate Planning for Business Owners

Westminster College (MO)   1962 — 1966
BA Economics, Economics & Finance

Experience
Minnesota Life  January 2008 - Present
AXA-Equitable  2002 - 2008
Mutual of New York   2001 - 2002
Janus Mutual Funds  1999 - 2001
Player   June 1995 - 2001

Skills
Fixed Annuities, Leadership, Insurance, Retirement, Sales, Life Insurance, Investments, Mutual Funds, Marketing, Selling, Strategic Planning, Marketing Strategy, Estate Planning, Employee Benefits, Financial Advisory

Education
Hofstra University
Business, Finance

University of Colorado at Denver
Finance, University Of Colorado

Experience
Table Bay Financial Network, Inc.   July 2003 - Present
America's Tax Solutions   January 2010 - Present
America's IRA Centers   January 2005 - January 2012
Table Bay Financial Network Inc.  July 2003 - May 2010
Jackson National Life  February 1996 - July 2003
Lincoln National Life  1995 - 1996
Mutual Of New York   1987 - 1994
Equitable Life  1977 - 1987

Skills
Sales Management, Insurance, Strategic Planning, Product Development, Retirement, Financial Services, Management, Recruiting, IRAs, Wealth Management, Business Planning, Strategy, Fixed Annuities, Pensions, Employee Benefits, Marketing, Retirement Planning, 401k, Sales, Series 7, Small Business, Strategic Financial..., Finance, Life Insurance, Investments, Leadership, Financial Advisory, Operations Management, Financial Planners, Investment Advisory, Disability Insurance, Estate Planning, Long-term Care, Series 63, Relationship Management, Mutual Funds, Wealth Management..., Series 6, Long Term Care Insurance, Alternative Investments, Term Life Insurance, Roth IRA, Wealth, Securities, Investment Strategies, 401k Rollovers, Universal Life

Education
London Business School   2001 — 2003
Discovery Programme for Senior Executives

Western New England University   1973 — 1977
BS, Marketing

Experience
Fluvanna County Public Schools  August 1989 - July 2013
Hartford Vermont Public Schools   August 1981 - June 1987
Mutual of New York   September 1969 - June 1971

Skills
Microsoft Office, Microsoft Word, Research, PowerPoint, Training

Education
Yale University   1968 — 1969
Master of Arts in Teaching, French and Education

College of Mount Saint Vincent   1964 — 1968
Bachelor of Arts (B.A.), French Language and Literature

Experience
Alliance Funding Group  January 2014 - Present
Jules and Associates  November 1996 - January 2014
Mutual of New York   December 1994 - November 1996
Transworld Systems  February 1994 - November 1995

Skills
Credit, Sales Management, Loans, Sales, Finance, Financial Analysis, Commercial Lending, Negotiation, Portfolio Management, CRM, Banking, Sales Operations, Funding, Financial Services, Financial Modeling, Relationship Management, Time Management, Marketing, Asset Management, Pricing, Strategic Planning, Networking, Credit Analysis, Customer Satisfaction, Software Documentation, New Business Development, Investments, Team Building, Treasury Management, Executive Management, Loan Origination, Mortgage Lending, Mergers & Acquisitions, Corporate Finance, Strategic Financial..., Due Diligence, Real Estate, Cash Management, Lease Options, Capital Equipment, Business Development, Risk Management

Education
Pepperdine University
Business Admin

Experience
MIB, Inc.   October 2005 - Present
John Hancock  1999 - 2005
Massachusetts Casualty Ins Co   1995 - 1999
Mutual of New York   1985 - 1990

Skills
Risk Management, Strategic Planning, Underwriting, SDLC, Disability Insurance, Process Improvement, Insurance, Program Management, Employee Benefits, Life Insurance, Health Insurance, Team Building, Project Management, Reinsurance

Education
SUNY Cortland

Experience
Matthews Investment Properties   2003 - Present
Resource Real Estate Group, Inc.   1999 - 2002
Glenborough Realty Trust, Inc.   1998 - 1999
Mutual of New York   1994 - 1995

Education
University of California, Los Angeles - The Anderson School of Management
MBA, Business

Yale University
BA, Psychology

Experience
Farmers Insurance  January 2010 - Present
Reliable Life Insurance Company   April 2000 - October 2009
Mutual of New York   June 1997 - April 2000

Education
University of Washington   1994 — 1997
B.S. in Accounting, Acounting, Marketing, Finance, Information Systems

Green River Community College   1992 — 1994
AA, Business Administration

Northeastern State University
Spanish

Experience
William C Dodenhoff Agency   December 2004 - Present
SDH Lumber and Supply, LLC   July 2010 - February 2011
Dooley and Company   August 2006 - June 2010
Brittingham, Brown   January 2006 - April 2006
Sharpe McCullough, CPAS   February 2005 - October 2005
Dodenhoff Development, LLC   August 1986 - February 2005
Mutual of New York   June 1994 - November 1996
Equitable Life Assurance Society  November 1987 - May 1994
Grant Thornton International Ltd  June 1980 - June 1986

Skills
Accounting, Retirement, Strategic Financial..., Insurance, Tax, Strategic Planning, Internal Controls, Finance, Auditing, Investments, Retirement Planning, Portfolio Management, Small Business, Tax Accounting, Financial Statements, Business Development, CPA, Project Planning, Management, Asset Management, Sales, Internal Audit, Financial Reporting, Real Estate, Risk Management, Financial Services, Financial Analysis, Software Documentation, Equities, Securities, Due Diligence, Financial Modeling, Mergers & Acquisitions, Banking, Cash Management, Credit

Education
Tulane University - A.B. Freeman School of Business   1978 — 1980
MBA, Accounting and Finance

The Citadel

Tulane University
BA, History

Experience
Swiss Re  December 2013 - 2015
Swiss Re  2012 - 2013
Swiss Re  2010 - 2012
Swiss Re  2006 - 2009
Swiss Re  2003 - 2006
A.M. Best Company   1998 - 2003
Mutual of New York   1987 - 1997

Skills
Insurance, Strategic Planning, Reinsurance, Underwriting, Financial Analysis, Mergers & Acquisitions, Management, Enterprise Risk..., Financial Risk, Investments, Finance, Team Management, Strategy, Leadership, Business Development, Fixed Income, Property & Casualty..., Risk Management

Education
Fairleigh Dickinson University   1989 — 1993
MBA, Corporate Finance

University of South Florida   1983 — 1986
Bachelor of Arts (BA), Economics

Experience
Strategy&, part of the PwC network   April 2015 - Present
Oracle  June 2010 - April 2015
Excellus Blue Cross Blue Shield  May 2001 - June 2010
Syracuse University  September 1996 - December 2006
Navisite (was AppliedTheory Corporation)   September 1996 - May 2001
Questra Consulting  August 1995 - September 1996
Mutual of New York   December 1987 - August 1995

Skills
Enterprise Architecture, IT Strategy, Solution Architecture, SOA, Enterprise Software, Cloud Computing, Software Development, Requirements Analysis, Application Architecture, TOGAF, IT Management, Software Project..., Business Process, SaaS, Business Architecture, Business Process Design, Team Leadership, Project Portfolio..., Data Warehousing, Requirements Gathering, System Architecture, Identity Management, Change Management, Software Design, EAI, PMO, Governance, Insurance, Strategy, Design Thinking, Systems Thinking, Management Consulting, UML, Healthcare, Retail, Media Entertainment, Public Sector, Pharmaceutical Industry, Banking, Finance, Grocery Industry, Archimate, Oracle Enterprise..., Zachman, Ontology, Cyber-security, Information Security

Education
Syracuse University - Martin J. Whitman School of Management   1985 — 1987
Bachelor of Science, Business Administration, Summa cum laude

Onondaga Community College   1983 — 1985
A.A.S., Business Administration

Experience
Thought Arbitrage Research Institute   September 2008 - Present
Mutual of New York   July 1994 - July 2008

Skills
Financial Analysis,..., Financial Risk, Risk Management, Financial Modeling, Investments, Economics, Equities, Portfolio Management, Statistics

Education
University of Pennsylvania - The Wharton School   1992 — 1994
Master of Business Administration (MBA), Finance, General

Columbia University   1981 — 1985
Bachelor of Applied Science (B.A.Sc.), Electrical, Electronics and Communications Engineering

Farmingdale State University of New York

Farmingdale State University of New York

Farmingdale State University of New York

Experience
ISSI Technology Professionals (Syracuse, NY)   April 2005 - Present
TKO's - Technical Knockouts (metro D.C.)   April 2005 - Present
Syracuse Symphony   August 2004 - April 2005
Syracuse University  August 1994 - May 2003
Mutual of New York   1987 - 1994
Genigraphics Corporation  1984 - 1987
IMI Systems, Inc.   1984 - 1985

Skills
Technical Recruiting, Resume Writing, Talent Acquisition, Applicant Tracking..., Interviewing, Interviews, Recruiting, Executive Search, Contract Recruitment, Temporary Placement, Leadership, Temporary Staffing, Internet Recruiting, Sourcing, Networking

Education
Syracuse University   1994 — 1996
M.S.

Syracuse University   1978 — 1983
B.A.

Jamesville Dewitt High School

Experience
CoreNorth Capital Planning   July 2014 - Present
New England Financial, A MetLife Company  October 1998 - July 2014
Mutual of New York   April 1985 - September 1998
Kansas State Network (KSN)   January 1981 - March 1985
KTSB Channel 27   June 1977 - December 1980

Skills
Retirement Income..., Retirement Plan..., Estate Distribution..., Financial Education..., Charitable Giving, Center for Special..., Long Term Care..., Retirement Income and..., Single Parent/Financial..., Financial Planning, Wealth Management

Education
University of Kansas   1973 — 1977
Bachelor of Science (B.S.)-News and Editorial Writing & Radio, TV, Film, Communication, Journalism, and Related Programs

The American College
Chartered Financial Consultant, Personal Finance

Experience
New York Life  March 2011 - Present
New York Life  September 2005 - March 2011
New York Life  June 2000 - September 2005
Mutual of New York   April 1997 - March 2000
MetLife  March 1993 - March 1997

Skills
Thought Leadership, Sales, Training, Wealth, Recruiting, Leadership, Financial Recruiting, Marketing, Management, Team Building, Strategic Planning, Life Insurance, Coaching, Public Speaking, Marketing Strategy

Education
The American College   2011 — 2014
Chfc, Finance and Financial Management Services

The American College   2010 — 2011
CLF, Organizational Leadership

The American College   2000 — 2004
CLU, Insurance

Faculty of Management Studies FMS   1984 — 1986
Master of Business Administration (MBA), Marketing

Delhi University   1980 — 1986
Bachelor of Commerce (BCom), Marketing

Experience
MassMutual Dallas-Fort Worth  September 2003 - Present
Allegiant Wealth Management / MassMutual   September 2003 - December 2013
Penn Mutual  1998 - 2003
Mutual of New York   1994 - 1998
MetLife  1993 - 1994

Skills
Securities, Insurance, Investments, Investment Advisory, Sales, Recruiting, Financial Planners, Fixed Annuities, Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Employee Benefits, Risk Management, Small Business, Series 63, Retirement, 401k, Series 6, Series 7

Education
IBCFP   2000 — 2000
Certified Financial Planner Designation, CFP

American College   1998 — 2000
Chartered Life Underwriter, Insurance

Texas Tech University   1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General

Experience
Discovery Communications  March 2007 - Present
NBCUniversal, Inc.   January 2004 - February 2007
NBCUniversal, Inc.   June 1991 - January 2004
NBCUniversal, Inc.   January 1982 - June 1991
Mutual of New York   1979 - 1982

Education
Brooklyn College
BA, Sociology

Experience
Praxair, Inc  August 2013 - Present
Praxair, Inc  January 2012 - July 2013
Praxair, Inc  November 1998 - December 2011
Clarion Marketing and Communication   January 1998 - November 1998
Mutual of New York   October 1994 - January 1998
Continental Grain Company  August 1992 - October 1994
Federal Reserve Bank  January 1991 - August 1992

Skills
Employee Relations, Deferred Compensation, Talent Management, Performance Management, Employee Engagement, Talent Acquisition, Human Resources, Recruiting, Succession Planning, HRIS, Organizational..., Personnel Management, Training, Employee Training, HR Policies, Leadership, Management, Employee Benefits, Mergers & Acquisitions, Labor Relations, Performance Appraisal, Benefits Administration, Process Improvement, Interviews, Team Building, PeopleSoft, Career Development, Temporary Placement, Coaching

Education
SUNY at Stony Brook
Bachelor of Arts, Psychology

Pace University
Masters of Business Administration, Human Resources

Experience
The Medicus Group   June 2014 - Present
Park Avenue Securities  January 2012 - Present
Consolidated Planning, Inc.   January 2012 - Present
MetLife Securities, Inc  2002 - December 2011
MetLife  March 2009 - December 2010
MassMutual Financial Group  September 1998 - March 2002
Mutual of New York   September 1995 - September 1998
Paul Revere Insurance Group  May 1992 - September 1995

Education
Hanover College   1988 — 1992
B.A., Business Administration

New Castle High Schol

Experience
Northwestern Mutual  December 2013 - Present
Mutual of New York   September 1986 - October 1997
Gibsons Discount Center   April 1980 - September 1986

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Event Planning, Time Management, Public Speaking, Insurance, Teamwork, Leadership

Education
Eastern Montana College (MSUB)   1978 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General

Montana State University-Bozeman   1980 — 1981
Business

Experience
Vermont Brokerage Services   August 2000 - Present
Comprehensive Benefits Administrator, Inc. (CBA)   August 1995 - July 2000
Vermont Retail Association   March 1993 - July 1995
Marble Insurance and Financial Services   August 1989 - March 1993
Mutual of New York   June 1986 - August 1989

Skills
Sales, Competitive Marketing..., Presentation Building, Program Development, Employee Benefits, Corporate Group..., Design and..., Insurance, Underwriting, Customer Service, Leadership, Strategic Planning, Disability Insurance, Marketing Strategy, Marketing, Life Insurance, Team Building

Education
The American College   1986 — 1987
Certificate of Completion, Insurance Marketing / Regulatory Compliance

University of Vermont   1982 — 1985
Computer Science / Business Law

Lyndon State College   1980 — 1982
Communication Arts and Science

Experience
Saundra M. Gumerove, Esq.   October 1990 - Present
AHRC Nassau  1992 - Present
NYSARC, Inc  October 2012 - Present
NYSARC, Inc  2010 - Present
Mutual of New York   1986 - 1990
MONY Credit Corp   1986 - 1990
Manufacturers Hanover Trust Company  1976 - 1986

Skills
Estate Planning, Guardianship, Public Speaking, Special Education, Special Needs Trusts, Litigation, LLC, Wills, Real Estate, Developmental..., Community Outreach, Elder Law, Business Transactions, Trusts, Nonprofits, Hearings, Policy, Property Law, Disabilities, Blogging, Special Needs Planning, Guardianships

Education
Hofstra University School of Law   1973 — 1976
JD

American University   1969 — 1972
BA

Experience
Adventure Unlimited  2009 - Present
Bullwinkle Capital Formation Group, LLC   January 2000 - December 2010
Neocon Associates, Inc.   2000 - December 2010
Evergreen Software Partners, LLC   January 1995 - December 1999
Great-West Life  October 1990 - June 1992
Centennial Business Development Fund   March 1983 - September 1990
Forest Oil Exploration Co.   July 1981 - March 1983
Mutual Of New York   January 1968 - June 1981

Skills
Coaching, Mergers & Acquisitions, Venture Capital, Management, Investments, Portfolio Management, Joint Ventures, Securities, Strategic Planning, Team Building, Nonprofits, Leadership Development, Leadership, Public Speaking, Entrepreneurship, Fundraising

Education
Columbia University - Columbia Business School   1978 — 1978
Advanced Management, Business

University of Michigan - Stephen M. Ross School of Business   1962 — 1963
MBA, Finance

Principia College   1958 — 1962
BA, Business

Experience
BSG Team Ventures Boston Search Group, Inc.   January 2006 - Present
Future Search LLC   July 2001 - December 2005
WJM Associates  March 1999 - July 2001
Skott/Edwards Consultants   May 1994 - March 1999
Lerner New York, Division of Limited Inc.   1992 - 1994
Mutual of New York   1987 - 1992

Skills
Administrative..., Business Development, Business Strategy, Entrepreneurship, Executive..., Executive Management, Executive Search, Higher Education, Leadership, Marketing Strategy, Office Administration, Program Management, Project Management, Research, Start-ups

Education
Berkeley College

Experience
Stellar Senior Living, LLC   February 2012 - Present
Redfish Insurance Group, LLC   2002 - Present
Redfish Capital LLC   2009 - 2011
The Fitness Club   2008 - 2011
Mutual of New York   1999 - 2002

Skills
Entrepreneurship, Elder Care, Social Media Marketing, Strategic Planning, Public Speaking, Insurance, Marketing, Leadership, Start-ups, E-commerce, Healthcare, Long-term Care, Marketing Strategy, Employee Benefits, Strategy

Education
Brigham Young University   1993 — 1999
B.S., Spanish Language and Literature

Experience
URS  August 2010 - Present
Plainsboro Fire Company   1989 - 2011
Stern + Associates  2008 - 2010
Educational Testing Service  January 2003 - January 2008
Princeton eCom  2000 - 2002
Integrated Marketing Services  1997 - 2000
Gillespie  1993 - 1997
Mutual Of New York   1990 - 1993
Bell Atlantic Corporation  1985 - 1987
Herald-News  1979 - 1982

Skills
Public Relations, Writing, Advertising, Crisis Management, Media Relations, Strategic Planning, Strategic Communications, Social Media, Customer Relations, Budgeting, Public Speaking, Vendor Relations, Copywriting, Editing, Marketing Strategy, Marketing Communications, Event Planning, Newsletters, Program Management, Change Management, Internal Communications, Corporate Communications, New Business Development, Non-profits, Vendor Management, Business Planning, Integrated Marketing, Online Marketing, Event Management, Firefighting, Safety, Fire Department..., Fire Officer, Fire Department Safety..., Critical Incident..., Start-ups, Proposal Writing, Project Planning, Copy Editing, Customer Service, Press Releases, Crisis Communications, Nonprofits, Budgets, Management, Online Advertising

Education
College of the Holy Cross   1972 — 1976
B.A, Political Science

Xavier High School, New York
High School Diploma

Experience
AXA Equitable  Lead QA AnalystThe MONY Group/AXA-Equitable1979 - Present
Mutual of New York   1979 - 2005

Education
State University of New York Empire State College   1998 — 2000

Experience
Utica National Insurance Group  April 2013 - Present
AXA Equitable  December 2012 - March 2013
AXA Equitable  January 2008 - December 2012
AXA Equitable  2005 - 2007
The MONY Group  1998 - 2004
GUIDE International   1989 - 1999
Niagara Mohawk  1991 - 1997
Mutual of New York   1984 - 1991
Syracuse University  1983 - 1985
Caterpillar  July 1981 - September 1983

Skills
SDLC, Process Improvement, Vendor Management, Business Analysis, Project Management, Project Portfolio..., Program Management, Risk Management, Software Project..., IT Strategy, Business Process..., Strategic Planning, Six Sigma, Cross-functional Team..., Change Management, Requirements Analysis, Portfolio Management, Business Intelligence, Analysis, Social Media, Budgets, Project Planning, Software Documentation, Strategy, CRM, Training, PMP, Business Requirements, Management, PMO, Leadership, Integration, Software Development, Governance, Project Delivery

Education
Syracuse University   2012 — 2013
Information Studies - Social Media

Thunderbird School of Global Management   2010 — 2012
Master's degree, Master of Global Management

Syracuse University - Martin J. Whitman School of Management   1983 — 1985
MBA, Management Information Systems

Illinois State University   1980 — 1981
B.S., Accounting

Illinois Central College   1978 — 1980
A.S., Data Processing

Bradley University   1977 — 1978
Engineering

Tremont High School   1973 — 1977
High School Diploma, Math, Science, English, German

Experience
Jones Lang LaSalle  August 1997 - Present
Mutual of New York   March 1991 - June 1997
First Winthrop Corporation  June 1985 - April 1991

Skills
Real Estate, Corporate Real Estate, Dispositions, Leases, Commercial Real Estate, Location Intelligence, Real Estate Development, Real Estate Transactions, Disposition, Property Management, Real Estate Economics

Education
Briarcliffe College   1984 — 1985
Associate of Science (A.S.)

Experience
AXA Equitable  July 2004 - Present
Mutual of New York   June 1985 - June 2004
Abraham & Strauss  June 1982 - June 1985

Skills
Business Analysis, SDLC, Project Portfolio..., Vendor Management, Software Project..., IT Strategy, Program Management, Process Improvement, Business Process..., Requirements Analysis, Project Management, PMO, Change Management, Project Delivery, Risk Management, PMP, Visio, Systems Analysis, Enterprise Architecture, Cross-functional Team..., Quality Assurance, Resource Management, Business Requirements, Software Documentation, Analysis, Leadership

Education
Grumman Data Systems, Inc   1982 — 1983
Certificate, Computer Programming

College of New Rochelle   1975 — 1979
Bachelors, Biology & Chemistry

Experience
Ruth Hirsch Associates   December 2011 - Present
Ruth Hirsch Associates, Inc   1998 - 2011
Mutual of New York   1984 - 1998

Education
St. Paul School of Theology   1967 — 1971
Masters of theology, Religion

Iowa State University   1963 — 1967
BA, Sociology, Psychology, Religion

Experience
Zip Realty  October 2007 - June 2009
Suffolk University  August 1991 - October 1999
Suffolk University  1991 - 1999
Eleanor Roberts Institute   1986 - 1988
Mutual of New York   1985 - 1986
Copley Business Service   1983 - 1985

Skills
Foreclosures, Microsoft Office, Residential Homes, Condos, First Time Home Buyers, Townhomes, REO, Sellers, Single Family Homes, Real Estate

Education
Suffolk University   1993 — 1999
Psychology

Christopher Columbus   1982 — 1984

Experience
BB&T  2005 - Present
SouthTrust Bank  2000 - 2005
Hatfield Philips International   1998 - 2000
Mutual of New York   1989 - 1996

Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics

University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance and Real Estate

Experience
SUNY Upstate Medical University  October 2010 - Present
Onondaga Community College  September 2009 - Present
North Medical PC  March 2010 - October 2010
Ophelia's Place  2010 - 2010
BNY Mellon  December 2005 - November 2009
AXA EQUITABLE (formerly The MONY Group)   January 2002 - October 2005
AXA Equitable  January 1998 - January 2002
CSC  January 1995 - January 1998
Mutual of New York   May 1989 - December 1994
Mutual of New York   May 1988 - December 1989

Skills
Program Management, Business Analysis, Change Management, Project Management, Process Improvement

Education
Keuka College   2010 — 2011
MS, Management

Adelphi University   1980 — 1985
B.S, Business Managemet / IT

Experience
Prudential Financial  May 1989 - Present
Mutual of New York   August 1985 - May 1989
AIG Life Insurance Company   June 1984 - August 1985
John Hancock Life Insurance Company (U.S.A.)   March 1983 - June 1984
Morania Oil Tanker Corporation   May 1977 - March 1983

Skills
Insurance, Life Insurance, Project Management, Financial Services

Education
The American College   2005 — 2010
Masters of Science, Financial Services

The George Washington University   2002 — 2004
Master's Certificate, Project Management

State University of New York Maritime College   1973 — 1977
BS, Meteorology & Oceanography

Experience
RC Heating & Cooling, LLC   April 1999 - Present
Mutual Of New York   September 1980 - November 1990

Skills
Contract Negotiation, Negotiation, Strategic Planning

Education
William Paterson University of New Jersey   1979 — 1982
B/A ADMIN/ACCOUNTING, BUS. ADMIN/ACCTG, BA

St. Peter's College
Bachelor of Business Administration (B.B.A.)

Experience
CSC  August 1988 - Present
Raytheon Missile Systems  June 2005 - October 2012
The Travelers Insurance Company  August 1986 - July 1988
Mutual of New York   June 1979 - June 1986

Skills
ABAP, SAP, SAP Implementation, SAP R/3, IDOC, SAP ERP, SD, SAP Netweaver, Integration, Data Migration, Business Analysis, Requirements Analysis, Business Process..., Data Conversion, Materials Management, Supply Chain Management, Project Management, Bill of Materials, Legacy Systems, LSMW, SAP MM, SAP PP, SAP Project Management, SAP Application..., Certified SAP Consultant, SAP Supply Chain, SAP Testing, SAP Workflow

Education
SUNY Potsdam   1975 — 1979
BA, Computer and Mathematics

Oswego High School   1971 — 1975

Experience
Wealth Strategies Northwest / affiliated with The Guardian Life Insurance Company   March 2000 - Present
Mutual of New York   July 1985 - March 2000

Skills
Office Management, Operations Management, Employee Management, Human Resources, Employee Benefits, Employee Relations, Insurance, Life Insurance, Disability Insurance, Retirement, Health Insurance, Account Management, Sales Management, Sales, Term Life Insurance, Small Business, Investments, Long Term Care Insurance, Strategic Financial..., Management, Strategic Planning

Education
Mt. Hood Community College

Walla Walla Community College

Experience
Resource Financial Network   January 2001 - Present
Phoenix Home Life  1996 - 2001
Mutual of New York   1988 - 1995
Western Dubuque High School  1975 - 1987

Skills
Financial Analysis, FINRA, Customer Service, Finance, Retirement Planning, Insurance, Securities, Wealth Management, Data Analysis, Cross-functional Team..., Marketing Strategy, Investments

Education
Loras College   1971 — 1975
MA, Secondary Administration

Experience
Bucks County Community College  September 2008 - Present
Rockland Community College  1990 - 1996
Mutual of New York   1988 - 1989
New York Life Insurance Company  1985 - 1988

Education
State University of New York College at Plattsburgh   1980 — 1984
BA, English

Arcadia University
Working towards MA, English

Experience
Richenstein Insurance Group, Inc.   1997 - Present
Mutual of New York   1995 - 1997

Skills
B2B, New Business Development, Sales, Health Insurance, Public Speaking, Sales Management, Social Media Marketing, Marketing, Advertising, Insurance, Marketing Strategy, SEO, Healthcare, Fixed Annuities, Email Marketing, Online Marketing, Social Media, Small Business, Customer Service

Education
Syracuse University   1974 — 1978
BS, Business, Management, Marketing, and Related Support Services

Dwight High School

Experience
St Joseph's Hospital Health Center  April 2013 - Present
BNY Mellon  August 2010 - April 2013
The Penn Traffic Company  February 1994 - July 2010
Mutual of New York   May 1985 - August 1992
Agway  April 1979 - April 1985

Skills
Tivoli, AIX, Unix, Operating Systems, Mainframe, Troubleshooting, Linux

Education
Syracuse School of Automation   1975 — 1976
Cobol & Electronics

Onondaga Community College   1973 — 1975

Experience
BB&T  September 2010 - Present
FBA401k   February 2002 - February 2010
Diversified Investment Advisors  January 1997 - September 2001
Diversified Investment Advisors  June 1994 - December 1997
Mutual of New York   June 1990 - May 1994
Mutual of New York   August 1988 - June 1990

Education
State University of New York College at Plattsburgh   1987 — 1988
BS, Marketing

Rockland Community College   1983 — 1985
Associates, Business Administration

Experience
Cocke Finkelstein, Inc.   December 2014 - Present
Storage Post  2013 - 2014
Parkstone Capital LLC   2012 - 2013
Centerline Capital Group  2010 - 2012
Rhode Island Housing  2003 - 2006
First Sterling Financial, Inc.   1996 - 1999
Mutual of New York   1992 - 1995

Education
Columbia University
MS, Real Estate Development

Georgia Institute of Technology
MS, Building Construction

University of California, Berkeley
BS, Urban Studies: City and Regional Planning

Experience
Betz Financial Adviosry, LLC, a Capitas Financial Partner   January 2003 - Present
Capitas Financial  2003 - 2005
Prudential Financial  April 2001 - January 2003
Ameritas Variable Life   March 1998 - April 2001
John Alden Life Ins Company / North Star Marketing   1981 - 1998
Mutual Of New York   December 1973 - August 1981

Skills
Disability Insurance, Estate Planning, Life Insurance, Long Term Care Insurance, Insurance, Wealth Management, Series 7, Wealth, Underwriting, Financial Advisory, Fixed Annuities, Variable Annuities, Universal Life, Long-term Care, Small Business, High Net Worth..., IRAs, Mutual Funds

Education
Ohio University   1971 — 1975
BBA, Business Management

Finneytown

Finneytown

Experience
Newport Capital Group  February 2011 - April 2012
Diversified Investment Advisors  January 1988 - October 2010
Diversified Investment Advisors  January 1988 - October 2010
Mutual of New York   January 1988 - January 1993
Clarke and Associates   January 1987 - December 1987
CPI Pension Services/ADP Pension Services   January 1981 - December 1986
CPI Pension Services, Inc   January 1981 - December 1986
CPI Pension Services/ADP Pension Services   January 1981 - December 1986
ADP Pension Services   January 1981 - January 1986
Connecticut Mutual Life Insurance Company  March 1978 - January 1981

Skills
401k, Retirement, Retirement Planning, Defined Benefit, Mutual Funds, Series 63, Investments, Pensions, Series 6, Asset Allocation, Wealth Management, ERISA, Retirement Plan..., Defined Contribution, Financial Services, Investment Advisory, Employee Benefits, Asset Management, Relationship Management, Fixed Annuities, Financial Advisory

Education
Rider University
Bachelor of Arts, Psychology

Riverside Group

University of Pennsylvania

Experience
Allstate Insurance Agency  April 2012 - Present
Monumental Life Insurance  April 1998 - March 2012
Mutual of New York   January 1997 - March 1998

Skills
Customer Service, Coaching, Insurance, Team Building, Sales Management, Budget, Strategic Planning, Public Speaking, Microsoft Office, New Business Development, Sales, Event Planning, Advertising, Marketing, Microsoft Excel, Account Management

Education
Point Park University   1998 — 2000
MBA, Business Management

Point Park University   1992 — 1996
BS, Business Management

Experience
The Salvation Army  July 2002 - Present
Mutual of New York   July 1985 - September 1999
The MONY Group  1985 - 1999
The MONY Group  1985 - 1999
The MONY Group  1985 - 1999
The MONY Group  1985 - 1999

Education
Syracuse University   1994 — 1996
MA, Child and Family Studies

Syracuse University   1976 — 1978
BS, African American Studies & Gernotology

Experience
Bob Woodroof & Associates   April 1981 - Present
Self-employed  1981 - Present
Mutual of New York   1975 - 1981

Skills
Life Insurance, Wealth, Small Business, Entrepreneurship, New Business Development, Coaching, Marketing, Term Life Insurance, Marketing Strategy, Strategic Planning, Team Building, Commercial Insurance, Property & Casualty..., Business Strategy, Customer Service, Sales Management, Sales, Health Insurance, Social Media Marketing

Education
California State University-Fullerton   1971 — 1973
Physical Education Teaching and Coaching

Santa Ana College   1967 — 1970
Educational Leadership and Administration, General