Mutual Of New York
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Mutual Of New York Employees
Towers Perrin Forster & Crosby 1970 - 1994
TIAA-CREF 1965 - 1970
Mutual of New York 1958 - 1965
Education
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), Engiish Literature
Morrissey Wealth Management Services July 2010 - Present
Principal Financial Group March 2002 - January 2010
Mutual of New York May 1997 - March 2002
Prudential Financial October 1990 - May 1997
Skills
Estate Planning, Retirement Planning, Life Insurance, Investments, Fixed Annuities, Variable Annuities, Asset Management, Wealth Accumulation..., Wealth Preservation..., Succession Planning, Fixed Asset Management, Stock Trading, Business Succession..., Equity Indexed Annuities, Wealth Management..., Financial Services, Investment Advisory, Small Business, Retirement, Finance
Education
University of Pittsburgh 1983 — 1987
Bacheor of Science, Mathematics
Keryx Biopharmaceuticals July 2014 - Present
Pfizer Pharmaceuticals October 2004 - July 2014
Pfizer May 2004 - October 2004
Pfizer January 2002 - May 2004
Pfizer March 1999 - January 2002
Cable Express Technologies March 1997 - March 1999
Mutual of New York September 1994 - March 1997
Blue Cross & Blue Shield of CNY July 1990 - September 1994
Skills
Managed Care, Pharmaceutical Industry, Pharmaceutical Sales, Sales Effectiveness, Cardiology, Oncology, Product Launch, Rheumatology, Urology, Neurology, Selling Skills, Business Strategy, Pulmonology, Endocrinology, Hospital Sales, KOL development, Performance Management, Gastroenterology, Sales Force Development, Primary Care, Managed Markets, Key Opinion Leaders, OB/GYN, Orthopedic, Nephrology, Biotechnology, Account Management, Leadership, Management, Sales Operations, Healthcare
Education
University of Rochester 1985 — 1989
BA, Psychology, Political Science
RDG Partners January 2009 - Present
Argus Software, Inc. November 2006 - September 2008
Robert Gray and Company 2000 - 2006
Mutual of New York 1990 - 1999
AEW Capital Management 1985 - 1990
Decisionex 1980 - 1985
Skills
Real Estate, Financial Modeling, Real Estate Development, Commercial Real Estate, Portfolio Management, Market Analysis, Investors, Forecasting, Disposition, Real Estate Economics, Appraisals, Leases, Due Diligence, Business Intelligence, Portfolio Risk Analysis
Education
University of California, Los Angeles
MA, Urban Economics
Forstone Management Associates June 2013 - Present
Coldwell Banker Residential Brokerage July 2009 - December 2013
GE Real Estate 2005 - 2009
GE Capital October 2002 - March 2005
JER Partners November 1997 - September 2002
Mutual of New York 1995 - 1997
Lasalle Partners 1991 - 1994
Skills
Asset Management, Asset Managment, Commercial Real Estate, Due Diligence, Finance, Investment Properties, Investments, Property, Real Estate, Real Estate Economics, Real Estate Financing, Residential Homes, Strategic Planning, Strategy, Valuation
Education
University of Rhode Island - College of Business Administration 1987 — 1991
Bachelors of Science, Finance
Top Tier Marketing November 2009 - Present
PNT/TiDom, Inc March 2014 - Present
WhoIsSteveHawk.com November 2009 - Present
MLSP November 2009 - August 2014
Guaranteed Home Mortgage Company, Inc. March 2007 - August 2009
MortgageIT November 2006 - March 2007
Ameriquest Capital Group June 2003 - May 2006
Aegis Communications Group April 1995 - July 2001
Mutual Of New York March 1989 - September 1992
Skills
Online Lead Generation, Blogging, Sales & Marketing, Natural SEO, Web Marketing, Lead Generation, Online Marketing, SEO, Team Building, Network Marketing, Social Networking, Sales, Email Marketing, Direct Sales, Social Media Marketing, Marketing Strategy, Home Based Business, Coaching, Network Marketing..., Small Business, Online Advertising, Entrepreneurship, Leadership, Facebook, Attraction Marketing, Social Media, Marketing, Advertising, Affiliate Marketing, Direct Marketing, New Business Development, PPC, Personal Branding, SEM, Public Speaking, Mobile Marketing, Start-ups, Strategic Planning, Team Leadership, Sales Management, Business Networking, Social Marketing, Public Relations, WordPress, Leadership Development, Blog Marketing, Marketing Communications, Training, Personal Development, Account Management
Education
University of Scranton 1982 — 1986
Bachelor of Science (B.S.), Criminal Justice
Office of State Controller, NC March 2013 - Present
Robert C Alford, CPA February 1996 - Present
NC Department of Health and Human Services October 2009 - March 2013
NC Department of Cultural Resources March 2007 - October 2009
Office of State Controller, NC July 1998 - March 2007
Pinna, Johnston & Burwell, PA January 1997 - July 1998
Mutual of New York July 1996 - January 1997
PennCorp Financial Group, Inc October 1995 - July 1996
KPMG September 1994 - October 1995
Skills
CPA, Financial Accounting, Governmental Accounting, Financial Controlling, Microsoft Excel, Tax Preparation, Personal Financial..., Auditing, Accounting, Budgets, Payroll, Government Accounting, Cash Management, General Ledger, Financial Reporting, QuickBooks
Education
UNC Chapel Hill 1989 — 1994
BS Business Administration (BSBA), Accounting
UNC Kenan-Flagler Business School 1989 — 1994
Master of Accounting (MAC), Accounting
The Golf Mental Game 2013 - Present
Orlando Oliveras Insurance Agency September 2002 - Present
Orlando Oliveras Insurance Agency, Inc. September 1976 - Present
Manuel San Juan Co. & Commonwealth Insurance Co. 1973 - 1976
Manuel San Juan Co. 1970 - 1972
Mutual of New York 1967 - 1969
David Reyes Lopez Real State April 1966 - August 1967
Skills
Insurance, Management, Sales, Negotiation, Finance, Life Insurance, Time Management, Policy, Health Insurance, Real Estate, Claim, Reinsurance
Education
Universidad de Puerto Rico 1963 — 1967
Business Administration and Management, General
Lillibridge Healthcare Services 2011 - 2013
Lillibridge Healthcare Services 2005 - 2010
Lillibridge Healthcare Services 1993 - 2005
Mutual of New York 1978 - 1992
Skills
Real Estate Development, Disposition, Due Diligence, Leases, Location Intelligence, Commercial Real Estate, Portfolio Management, Real Estate Economics, Investments, Negotiation, Marketing, Contract Negotiation, Real Estate Transactions, Market Analysis, Investment Properties, Budgets, Health Care Compliance, Health Care Fraud
Education
University of Illinois at Urbana-Champaign 1972 — 1976
Bachelor of Science (B.S.), Real Estate Finance
State of Colorado December 2014 - Present
CIGNA September 2009 - Present
Anthem Blue Cross Blue Shield/WellPoint Inc July 2008 - September 2009
WellPoint December 2004 - July 2008
OneNation Benefit Administrators April 2003 - December 2004
AllianceCare LLC January 2000 - December 2001
Highmark Life & Casualty May 1998 - January 2000
Highmark Blue Cross Blue Shield 1994 - 1999
Mutual of New York 1985 - 1989
The Guardian 1976 - 1984
Skills
Process Improvement, Insurance, Medicare, Healthcare, HIPAA, Underwriting, Customer Service, Marketing, Health Insurance, Requirements Gathering, Disability Insurance, Employee Benefits, Managed Care, Access, Claim, Team Building, Leadership, Software Documentation, Analysis, Training, Business Analysis, Data Analysis, Business Process..., Visio, Vendor Management, Change Management, Program Management, Strategic Planning, Policy, Coaching, Risk Management, Call Centers, Management, Project Management
Education
University of Maryland College Park 1989 — 1993
ChamberConnect
University of Pittsburgh
TurboTax December 2005 - September 2014
Sutherland Global Services May 2012 - August 2014
Sutherland Global Services May 2011 - March 2012
Sam's Club May 2005 - September 2011
Bank of New York Mellon February 2001 - March 2002
Empire Medicare March 1999 - February 2001
Keane October 1997 - March 1999
Syracuse University July 1995 - October 1997
Computer Task Group December 1983 - March 1995
Mutual of New York May 1982 - November 1983
Skills
COBOL, DB2, Databases, Mainframe, Testing, Software Development
Education
University of California, Riverside 1962 — 1967
BA, Zoology
ReMax Greater Metro June 1988 - Present
Mutual of New York April 1982 - June 1984
Skills
First Time Home Buyers, Short Sales, Buyer Representation, Listings, Foreclosures, Move Up Buyers, Referrals, FHA, New Home Sales, Single Family Homes, Townhomes, Sellers, Relocation, SFR, Relocation Buyers, Condos, ABR, Leases, REO, Vacation Homes, Buyers, Real Estate
Education
Western Kentucky University 1972 — 1974
Masters, Counselor Education
University of Evansville 1970 — 1973
Bachelor of Arts, Secondary Education, English
Trinity Portfolio Advisors, LLC 2010 - Present
Stevens Financial Group February 2002 - April 2010
Mutual of New York September 1998 - February 2002
Skills
Investment Advisory, Portfolio Management, Financial Advisory, Financial Planners, Strategic Financial..., Investments, SEC, Insurance, Retirement, Retirement Planning, Long-term Care, Disability Insurance, Account Management, Mutual Funds, Marketing Strategy, Life Insurance, Employee Benefits, Team Building, Financial Planning
Education
Keller High School
University of North Texas
Paralegal Certification
Buck Consultants 1994 - Present
Mercer 1988 - 1994
KPMG 1982 - 1988
Mutual of New York 1980 - 1982
MetLife 1975 - 1980
Education
SUNY Albany
Bachelor of Science (BS), Mathematics and Accounting
The Countryside Conservancy November 2012 - Present
JMV ARTchitecture 2007 - Present
Everhart Museum 2001 - 2006
Burkavage Design Associates 1998 - 2001
Mutual of New York 1992 - 1998
Patton Corporation 1987 - 1991
Boucher Associates 1983 - 1987
The National Trust for Historic Preservation 1978 - 1983
Arthur Cotton Moore Associates 1977 - 1978
Skills
Mixed-use, Architectural Design, Sustainable Design, Architecture, Non-profits, Grant Writing, Design Research, Residential Design, Interior Design, Photoshop, Public Speaking, Art, Fundraising, History, Research, Adobe Creative Suite, Revit, Real Estate Development, Residential Homes, Marketing
Education
University of Pennsylvania 1974 — 1977
MArch, Architecture
Williams College 1967 — 1971
Bachelor's degree, American Studies and Art
The Hill School 1964 — 1967
Eaglebrook School 1962 — 1964
MetLife July 2000 - January 2011
Mutual of New York July 1990 - July 2000
Skills
Leadership, Finance, Change Management
Education
University of Evansville 1959 — 1963
Bachelor of Science (B.S.), Major in Accounting, Minor in Speech