National Financial Partners
Industry: Insurance company
DescriptionHeadquarters: New York City, NY CEO: Douglas W Hammond (May 17, 2013–) Founder: Jessica M Bibliowicz Founded: 1998 Subsidiaries: Meltzer Group Inc (The), Lenox Advisors Inc, Parent organization: NFP Intermediate Holdings B Corp
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National Financial Partners Employees
Employee
Years
Job
Industry
William Shoucair, CIA, CISA, CFE William Shoucair, CIA, CISA, CFE's National Financial Partners Experience November 2007 - September 2009
Job Senior Consultant at Bridgepoint Consulting, LLC
Industry Management Consulting
Experience
Bridgepoint Consulting, LLC June 2013 - Present
Self-Employed November 2009 - May 2013
National Financial Partners November 2007 - September 2009
Temple Inland Corporation July 2005 - November 2007
Louisiana Community & Technical College System September 2003 - June 2005
Skills
Auditing, Sarbanes-Oxley Act, Internal Audit, Finance, Financial Audits, Management, Process Improvement, Risk Management, Accounting, Mergers & Acquisitions, Due Diligence, Business Process..., IT Audit, Forecasting, Internal Controls, Financial Reporting, Financial Analysis, Budgets, Strategic Planning, Microsoft Excel, Management Consulting, GAAP, Analysis, Access, Banking, QuickBooks, Financial Accounting, Leadership, Risk Assessment, Small Business, Project Management, Training, PeopleSoft, Payroll, Accounts Receivable, Accounts Payable, Account Reconciliation, Business Process..., Fraud Prevention, Fraud Detection, Fraud Investigations, Disaster Recovery
Education
Louisiana State University 2001 — 2003
MBA, Entrepreneurship Management
Charter Oak State College 1998 — 2000
BS, General Studies
Bridgepoint Consulting, LLC June 2013 - Present
Self-Employed November 2009 - May 2013
National Financial Partners November 2007 - September 2009
Temple Inland Corporation July 2005 - November 2007
Louisiana Community & Technical College System September 2003 - June 2005
Skills
Auditing, Sarbanes-Oxley Act, Internal Audit, Finance, Financial Audits, Management, Process Improvement, Risk Management, Accounting, Mergers & Acquisitions, Due Diligence, Business Process..., IT Audit, Forecasting, Internal Controls, Financial Reporting, Financial Analysis, Budgets, Strategic Planning, Microsoft Excel, Management Consulting, GAAP, Analysis, Access, Banking, QuickBooks, Financial Accounting, Leadership, Risk Assessment, Small Business, Project Management, Training, PeopleSoft, Payroll, Accounts Receivable, Accounts Payable, Account Reconciliation, Business Process..., Fraud Prevention, Fraud Detection, Fraud Investigations, Disaster Recovery
Education
Louisiana State University 2001 — 2003
MBA, Entrepreneurship Management
Charter Oak State College 1998 — 2000
BS, General Studies
Blair Rogers, CFP®, Principal Blair Rogers, CFP®, Principal's National Financial Partners Experience October 2006 - Present
Job Readying Clients for Retirement Through Bold Leadership.
Industry Financial Services
Experience
Summit Financial Group June 1989 - Present
National Financial Partners October 2006 - Present
Skills
Retirement, Investments, Securities, Financial Advisory, Strategy, Financial Planners, Finance, Small Business, FINRA, Management Consulting, Wealth Accumulation, High Net Worth..., Retirement Planning, Wealth Management, Financial Goals, Series 7, 401k, Investment Advisory, Tax, Series 63
Education
Baylor University - Hankamer School of Business 1985 — 1989
Bachelor of Business Administration (BBA), Financial Planning and Services
Summit Financial Group June 1989 - Present
National Financial Partners October 2006 - Present
Skills
Retirement, Investments, Securities, Financial Advisory, Strategy, Financial Planners, Finance, Small Business, FINRA, Management Consulting, Wealth Accumulation, High Net Worth..., Retirement Planning, Wealth Management, Financial Goals, Series 7, 401k, Investment Advisory, Tax, Series 63
Education
Baylor University - Hankamer School of Business 1985 — 1989
Bachelor of Business Administration (BBA), Financial Planning and Services
Allison Henry Kaylor Allison Henry Kaylor's National Financial Partners Experience August 2014 - Present
Job VP Consulting Services at 401k Advisors
Industry Financial Services
Experience
National Financial Partners August 2014 - Present
401k Advisors July 2014 - Present
The 401(k) Concierge October 2008 - Present
ING June 2004 - October 2008
401k company 2006 - 2008
The Hartford December 2000 - June 2004
Skills
401k, ERISA, Pensions, Retirement, Retirement Planning, Retirement Plan..., Defined Benefit, Profit Sharing, Mutual Funds, Insurance, Investments, Financial Advisory, 403 b, Fiduciary, Finance, Series 63, Investment Advisory, Due Diligence, Asset Allocation
Education
Adelphi University 1985 — 1989
BA, Accounting and Anthropology
National Financial Partners August 2014 - Present
401k Advisors July 2014 - Present
The 401(k) Concierge October 2008 - Present
ING June 2004 - October 2008
401k company 2006 - 2008
The Hartford December 2000 - June 2004
Skills
401k, ERISA, Pensions, Retirement, Retirement Planning, Retirement Plan..., Defined Benefit, Profit Sharing, Mutual Funds, Insurance, Investments, Financial Advisory, 403 b, Fiduciary, Finance, Series 63, Investment Advisory, Due Diligence, Asset Allocation
Education
Adelphi University 1985 — 1989
BA, Accounting and Anthropology
Jon Cuip Jon Cuip's National Financial Partners Experience May 2009 - August 2013
Job Senior Accountant at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2013 - Present
National Financial Partners May 2009 - August 2013
400 Monroe Associates October 2006 - November 2008
US Bancorp/NOVA Information Systems March 2001 - May 2002
Detroit Tigers 1992 - 2000
Skills
Peachtree, SAP, Access, Excel, Mas 90, Microsoft Excel, Quickbooks, Cognos, Lawson, Oracle, Accounting, Finance, QuickBooks, Microsoft Access, Auditing
Education
Michigan State University 1993 — 2000
Bachelor's Degree, Interdisciplinary Bachelor of Arts (Accounting, Law, History)
Trenton High School 1991 — 1993
Dimensional Fund Advisors August 2013 - Present
National Financial Partners May 2009 - August 2013
400 Monroe Associates October 2006 - November 2008
US Bancorp/NOVA Information Systems March 2001 - May 2002
Detroit Tigers 1992 - 2000
Skills
Peachtree, SAP, Access, Excel, Mas 90, Microsoft Excel, Quickbooks, Cognos, Lawson, Oracle, Accounting, Finance, QuickBooks, Microsoft Access, Auditing
Education
Michigan State University 1993 — 2000
Bachelor's Degree, Interdisciplinary Bachelor of Arts (Accounting, Law, History)
Trenton High School 1991 — 1993
Andrea Arreola Andrea Arreola's National Financial Partners Experience February 2011 - November 2013
Job Niagara Bottling Customer Service Representative
Industry Logistics and Supply Chain
Experience
Niagara Bottling May 2014 - Present
National financial partners February 2011 - November 2013
CarMax January 2010 - February 2011
Smart and Final August 2005 - December 2010
Skills
Outlook, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, Sales
Education
ICDC College 2005 — 2006
Business Administration
Niagara Bottling May 2014 - Present
National financial partners February 2011 - November 2013
CarMax January 2010 - February 2011
Smart and Final August 2005 - December 2010
Skills
Outlook, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, Sales
Education
ICDC College 2005 — 2006
Business Administration
Dhanya Sathyanesan Dhanya Sathyanesan's National Financial Partners Experience July 2013 - Present
Job QA Lead at National Financial Partners
Industry Information Technology and Services
Experience
National Financial Partners July 2013 - Present
American Greetings May 2012 - June 2013
Cleveland Clinic February 2010 - March 2012
Co-operative Banking Service, January 2004 - March 2006
Skills
Java, Microsoft SQL Server, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, System Testing, Test Planning, User Acceptance Testing, English, Windows, Outlook, HTML, C++, QTP, Agile Testing, Test Management, TFS, Quality Center, VBScript, XML, SDLC, STLC, Traceability Matrix, iPad testing, Test Cases, Customer Service
Education
Mahatma Gandhi University 2000 — 2002
Master of Arts (MA), Economics and Statistics
University of Calicut 1995 — 1998
Bachelor's degree, Statistics
National Financial Partners July 2013 - Present
American Greetings May 2012 - June 2013
Cleveland Clinic February 2010 - March 2012
Co-operative Banking Service, January 2004 - March 2006
Skills
Java, Microsoft SQL Server, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, System Testing, Test Planning, User Acceptance Testing, English, Windows, Outlook, HTML, C++, QTP, Agile Testing, Test Management, TFS, Quality Center, VBScript, XML, SDLC, STLC, Traceability Matrix, iPad testing, Test Cases, Customer Service
Education
Mahatma Gandhi University 2000 — 2002
Master of Arts (MA), Economics and Statistics
University of Calicut 1995 — 1998
Bachelor's degree, Statistics
Sarah Barter Sarah Barter's National Financial Partners Experience October 2013 - April 2015
Job Insurance Agent at Southerland & Associates
Industry Financial Services
Experience
Southerland & Associates April 2015 - Present
National Financial Partners October 2013 - April 2015
Alterity Group March 2013 - October 2013
Skills
Training, Leadership, Customer Service, Homeowner insurance, Auto Insurance, CRM, Team Building, Health Insurance, Employee Relations, Renters Insurance, Curriculum Design, Curriculum Development, Property and Casualty..., Benefits Administration, Education, Instructor-led Training, Presentation Coaching, E-Learning, PowerPoint, WebEx, Webinar Management, Adobe eLearning Suite, Talent Management, Management, Sales
Education
Arcadia University 2004 — 2005
Master of Education (M.Ed.), Special Education and Teaching
Gettysburg College 1994 — 1998
Bachelor of Arts (B.A.), Fine and Studio Arts
Southerland & Associates April 2015 - Present
National Financial Partners October 2013 - April 2015
Alterity Group March 2013 - October 2013
Skills
Training, Leadership, Customer Service, Homeowner insurance, Auto Insurance, CRM, Team Building, Health Insurance, Employee Relations, Renters Insurance, Curriculum Design, Curriculum Development, Property and Casualty..., Benefits Administration, Education, Instructor-led Training, Presentation Coaching, E-Learning, PowerPoint, WebEx, Webinar Management, Adobe eLearning Suite, Talent Management, Management, Sales
Education
Arcadia University 2004 — 2005
Master of Education (M.Ed.), Special Education and Teaching
Gettysburg College 1994 — 1998
Bachelor of Arts (B.A.), Fine and Studio Arts
Brian Latkowski Brian Latkowski's National Financial Partners Experience March 2004 - March 2011
Job EVP, Employee Benefits Practice Leader at New Benefits
Industry Health, Wellness and Fitness
Experience
New Benefits September 2014 - Present
New Benefits April 2014 - July 2014
Frost Insurance March 2011 - April 2014
National Financial Partners March 2004 - March 2011
UnitedHealth Group 2002 - 2004
vSimplfy 1999 - 2002
Health Net 1993 - 1999
Health Net 1993 - 1999
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Underwriting, Leadership, Team Building, Retirement Planning, Strategy, Sales, Sales Management, Life Insurance, Management, Strategic Partnerships, Benefits Administration, Program Management, Strategic Planning
Education
Bryant University 1987 — 1990
BS, Business Communications
New Benefits September 2014 - Present
New Benefits April 2014 - July 2014
Frost Insurance March 2011 - April 2014
National Financial Partners March 2004 - March 2011
UnitedHealth Group 2002 - 2004
vSimplfy 1999 - 2002
Health Net 1993 - 1999
Health Net 1993 - 1999
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Underwriting, Leadership, Team Building, Retirement Planning, Strategy, Sales, Sales Management, Life Insurance, Management, Strategic Partnerships, Benefits Administration, Program Management, Strategic Planning
Education
Bryant University 1987 — 1990
BS, Business Communications
Rod Miller, CFP, CLU, ChFC Rod Miller, CFP, CLU, ChFC's National Financial Partners Experience October 1994 - May 2011
Job Client Centric, Independent, Certified Financial Planner
Industry Financial Services
Experience
Rod Miller, CFP, CLU, ChFC October 1984 - Present
Merrill Lynch Wealth Management May 2011 - August 2012
National Financial Partners October 1994 - May 2011
Prudential Financial October 1984 - October 1994
Skills
Estate Planning, Retirement, Investments, Wealth Management, Business, Strategic Financial..., Financial Services, Retirement Planning, Fixed Annuities, Insurance, Life Insurance, Asset Managment, Executive Benefit..., Variable Products, Hold Series 7, Risk Tolerance, SEP IRA, 401k Rollovers, Traditional IRA, Keoghs, Key Person Protection, Simple Plans, Roth IRA, College Savings Plans, Tax Free Income, Indexed Annuities, Wealth Accumulation..., Buy-Sell, Estate Preservation, LUTCF, Professional..., CLU, ChFC, Certified Financial..., Individual Pension Plans, Holistic Financial..., Protection..., Multi-generational..., Saving for Education, Education Funding, Gifting Strategies, Charitable Trusts, Charitable Remainder..., Charitable Gift Planning, Donor Advised Funds, Gift Planning, Irrevocable Life..., Limited Partnerships, Tax Shelters, Financial Advisory
Education
The American College 1984 — 1992
CFP, ChFC, CLU, Financial Services
Drury University
Logan Rogersville
Southwest Missouri State University
Accounting
Rod Miller, CFP, CLU, ChFC October 1984 - Present
Merrill Lynch Wealth Management May 2011 - August 2012
National Financial Partners October 1994 - May 2011
Prudential Financial October 1984 - October 1994
Skills
Estate Planning, Retirement, Investments, Wealth Management, Business, Strategic Financial..., Financial Services, Retirement Planning, Fixed Annuities, Insurance, Life Insurance, Asset Managment, Executive Benefit..., Variable Products, Hold Series 7, Risk Tolerance, SEP IRA, 401k Rollovers, Traditional IRA, Keoghs, Key Person Protection, Simple Plans, Roth IRA, College Savings Plans, Tax Free Income, Indexed Annuities, Wealth Accumulation..., Buy-Sell, Estate Preservation, LUTCF, Professional..., CLU, ChFC, Certified Financial..., Individual Pension Plans, Holistic Financial..., Protection..., Multi-generational..., Saving for Education, Education Funding, Gifting Strategies, Charitable Trusts, Charitable Remainder..., Charitable Gift Planning, Donor Advised Funds, Gift Planning, Irrevocable Life..., Limited Partnerships, Tax Shelters, Financial Advisory
Education
The American College 1984 — 1992
CFP, ChFC, CLU, Financial Services
Drury University
Logan Rogersville
Southwest Missouri State University
Accounting
Jamie Lieb Jamie Lieb's National Financial Partners Experience December 2013 - July 2014
Job Commercial Insurance
Industry Insurance
Experience
Commercial Insurance February 2015 - Present
T.C. Irons Insurance Agency September 2014 - February 2015
National Financial Partners December 2013 - July 2014
The McIntyre Group June 2008 - December 2013
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Commercial Lines, Workers Compensation, Account Management, Excess, Liability Analysis, Insurance, Casualty, Liability, Risk Management, Umbrella Insurance, Strategic Planning, Analysis, Leadership, Customer Service
Education
Liberty University 2013 — 2015
Master of Business Administration (M.B.A.)
Liberty University
Bachelor of Business Administration (B.B.A.), Business Management
Commercial Insurance February 2015 - Present
T.C. Irons Insurance Agency September 2014 - February 2015
National Financial Partners December 2013 - July 2014
The McIntyre Group June 2008 - December 2013
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Commercial Lines, Workers Compensation, Account Management, Excess, Liability Analysis, Insurance, Casualty, Liability, Risk Management, Umbrella Insurance, Strategic Planning, Analysis, Leadership, Customer Service
Education
Liberty University 2013 — 2015
Master of Business Administration (M.B.A.)
Liberty University
Bachelor of Business Administration (B.B.A.), Business Management
Dana Sckolnick's National Financial Partners Experience May 2008 - August 2008
Job Corporate Attorney at Kirkland & Ellis LLP
Industry Law Practice
Experience
Kirkland & Ellis LLP October 2010 - Present
Two Sigma Investments July 2009 - May 2010
Nixon Peabody May 2009 - August 2009
National Financial Partners May 2008 - August 2008
Association for Legal Aid Attorneys May 2006 - August 2006
Nassau County Supreme Court May 2005 - August 2005
Abercrombie & Fitch June 2004 - May 2005
Skills
Legal Writing, Hedge Funds, Securities, Private Equity, Corporate Law, Securities Regulation, Corporate Governance, Due Diligence, Business, Investment Compliance, Investment Management..., Legal Research, Westlaw, Lexis
Education
Fordham University School of Law 2007 — 2010
Juris Doctor, Law
Cornell University 2003 — 2007
BS, Human Development, 4.0 GPA
Kirkland & Ellis LLP October 2010 - Present
Two Sigma Investments July 2009 - May 2010
Nixon Peabody May 2009 - August 2009
National Financial Partners May 2008 - August 2008
Association for Legal Aid Attorneys May 2006 - August 2006
Nassau County Supreme Court May 2005 - August 2005
Abercrombie & Fitch June 2004 - May 2005
Skills
Legal Writing, Hedge Funds, Securities, Private Equity, Corporate Law, Securities Regulation, Corporate Governance, Due Diligence, Business, Investment Compliance, Investment Management..., Legal Research, Westlaw, Lexis
Education
Fordham University School of Law 2007 — 2010
Juris Doctor, Law
Cornell University 2003 — 2007
BS, Human Development, 4.0 GPA
Cristen Barber Cristen Barber's National Financial Partners Experience December 2011 - August 2014
Job AE Coaching Specialist
Industry Insurance
Experience
Advisors Excel August 2014 - Present
National Financial Partners December 2011 - August 2014
State Farm Insurance April 2003 - December 2011
White Lodging Services April 2006 - May 2007
Skills
Series 6, Insurance, Retirement Planning, Employee Benefits, Strategic Planning, Sales, Social Media Marketing, Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Term Life Insurance, Health Insurance, Mutual Funds, Retirement, Financial Planners, Building Relationships, Financial Services
Education
Austin Community College 1993 — 1996
Marketing
Advisors Excel August 2014 - Present
National Financial Partners December 2011 - August 2014
State Farm Insurance April 2003 - December 2011
White Lodging Services April 2006 - May 2007
Skills
Series 6, Insurance, Retirement Planning, Employee Benefits, Strategic Planning, Sales, Social Media Marketing, Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Term Life Insurance, Health Insurance, Mutual Funds, Retirement, Financial Planners, Building Relationships, Financial Services
Education
Austin Community College 1993 — 1996
Marketing
Ethan Katz's National Financial Partners Experience June 2011 - Present
Job Advanced Network Engineering, Internetwork Architecture, and Datacenter Infrastructure Management
Industry Information Technology and Services
Experience
National Financial Partners June 2011 - Present
HMC Farms February 2006 - June 2011
McMillan Systems, Inc. January 2004 - February 2006
Skills
Microsoft Exchange, Active Directory, Citrix Metaframe, Bluecoat, Windows, Cisco WAN, Cisco Technologies, WAN, Data Center, Network Engineering, Network Architecture, Servers, Disaster Recovery, IIS, TCP/IP, Database Administration, MPLS, SAN, Networking, Technical Support, Wireless Networking, Security, Storage Area Networks, Network Security, VPN, Firewalls, VMware, Routers, Switches, Network Administration
Education
California State University-Northridge 1993 — 1998
Bachelor of Arts (B.A.), Political Science and Government
El Camino Real High School 1989 — 1993
National Financial Partners June 2011 - Present
HMC Farms February 2006 - June 2011
McMillan Systems, Inc. January 2004 - February 2006
Skills
Microsoft Exchange, Active Directory, Citrix Metaframe, Bluecoat, Windows, Cisco WAN, Cisco Technologies, WAN, Data Center, Network Engineering, Network Architecture, Servers, Disaster Recovery, IIS, TCP/IP, Database Administration, MPLS, SAN, Networking, Technical Support, Wireless Networking, Security, Storage Area Networks, Network Security, VPN, Firewalls, VMware, Routers, Switches, Network Administration
Education
California State University-Northridge 1993 — 1998
Bachelor of Arts (B.A.), Political Science and Government
El Camino Real High School 1989 — 1993
Alicia Bergeron's National Financial Partners Experience November 2007 - April 2009
Job Project & Account Manager at NFP
Industry Financial Services
Experience
NFP July 2014 - Present
PartnersFinancial May 2009 - July 2014
National Financial Partners November 2007 - April 2009
PartnersFinancial May 2006 - November 2007
AXA Advisors June 2005 - May 2006
Pan American Financial Advisors September 2002 - June 2005
Skills
Insurance, Life Insurance, Retirement Planning, Employee Benefits, Estate Planning, Series 6, Wealth Management, Series 63, Series 7, Training, Strategic Financial..., Financial Planners, Financial Services, Succession Planning, Business Development, Recruiting, Project Management, Vendor Relationship..., Client Expectations..., Account Management
Education
Loyola University New Orleans
BA, Management
NFP July 2014 - Present
PartnersFinancial May 2009 - July 2014
National Financial Partners November 2007 - April 2009
PartnersFinancial May 2006 - November 2007
AXA Advisors June 2005 - May 2006
Pan American Financial Advisors September 2002 - June 2005
Skills
Insurance, Life Insurance, Retirement Planning, Employee Benefits, Estate Planning, Series 6, Wealth Management, Series 63, Series 7, Training, Strategic Financial..., Financial Planners, Financial Services, Succession Planning, Business Development, Recruiting, Project Management, Vendor Relationship..., Client Expectations..., Account Management
Education
Loyola University New Orleans
BA, Management
Stuart Tainsky's National Financial Partners Experience June 2008 - December 2008
Job Senior Vice President Administration & Member Experience at PURE Group of Insurance Companies
Industry Insurance
Experience
PURE Group of Insurance Companies January 2015 - Present
PURE Group of Insurance Companies May 2009 - January 2015
SGT Consulting Services December 2008 - May 2009
National Financial Partners June 2008 - December 2008
National Financial Partners, Corp. August 2007 - June 2008
National Financial Partners June 2004 - August 2007
National Financial Partners Corp. June 2002 - June 2004
National Financial Partners Corp. December 2000 - June 2002
Arthur Andersen Business Consulting January 1999 - December 2000
Ernst & Young, LLP August 1996 - January 1999
Skills
Strategy Development, Negotiation, Organizational..., IT Strategy, Process Engineering, Business Process, Insurance, Vendor Management, Risk Management, Executive Management, Vendor Relations, Process Improvement, SDLC, Strategic Planning, Program Management, Change Management, Management Consulting, Software Project..., Business Strategy, Team Building, SaaS, Analysis, Mentoring, Requirements Analysis, Budgeting, Contract Negotiation, SOX, Financial Management, Business Planning, Disaster Recovery, Outsourcing, Strategy, Business Process..., Financial Services, Integration, Business Development, Project Management, Enterprise Software, Management, Business Intelligence, Security, IT Management, Business Analysis, Operations Management, Project Portfolio..., Business Process..., Governance, Enterprise Architecture, CRM, Information Technology
Education
Indiana University Bloomington 1992 — 1996
Clarkstown South High School 1988 — 1992
PURE Group of Insurance Companies January 2015 - Present
PURE Group of Insurance Companies May 2009 - January 2015
SGT Consulting Services December 2008 - May 2009
National Financial Partners June 2008 - December 2008
National Financial Partners, Corp. August 2007 - June 2008
National Financial Partners June 2004 - August 2007
National Financial Partners Corp. June 2002 - June 2004
National Financial Partners Corp. December 2000 - June 2002
Arthur Andersen Business Consulting January 1999 - December 2000
Ernst & Young, LLP August 1996 - January 1999
Skills
Strategy Development, Negotiation, Organizational..., IT Strategy, Process Engineering, Business Process, Insurance, Vendor Management, Risk Management, Executive Management, Vendor Relations, Process Improvement, SDLC, Strategic Planning, Program Management, Change Management, Management Consulting, Software Project..., Business Strategy, Team Building, SaaS, Analysis, Mentoring, Requirements Analysis, Budgeting, Contract Negotiation, SOX, Financial Management, Business Planning, Disaster Recovery, Outsourcing, Strategy, Business Process..., Financial Services, Integration, Business Development, Project Management, Enterprise Software, Management, Business Intelligence, Security, IT Management, Business Analysis, Operations Management, Project Portfolio..., Business Process..., Governance, Enterprise Architecture, CRM, Information Technology
Education
Indiana University Bloomington 1992 — 1996
Clarkstown South High School 1988 — 1992
Jonathan Herzog's National Financial Partners Experience October 2005 - February 2009
Job DirectorHealth Plans and New Markets at Express Scripts (Formerly Medco Health Solutions)
Industry Hospital & Health Care
Experience
Express Scripts (Formerly Medco Health Solutions) February 2010 - Present
Independent Consultant February 2009 - February 2010
National Financial Partners October 2005 - February 2009
American Express February 2000 - February 2005
Deloitte & Touche 1997 - 2000
Price Waterhouse 1996 - 1997
Skills
Healthcare, Consulting, Financial Services, IT Strategy, SDLC, Vendor Management, IT Project & Program..., Management, Outsourcing, CRM, Project Management, Cross-functional Team..., Program Management, E-commerce, Enterprise Software, Strategic Planning
Education
Fordham Gabelli School of Business 2002 — 2005
MBA
University of Michigan 1992 — 1996
BA
Express Scripts (Formerly Medco Health Solutions) February 2010 - Present
Independent Consultant February 2009 - February 2010
National Financial Partners October 2005 - February 2009
American Express February 2000 - February 2005
Deloitte & Touche 1997 - 2000
Price Waterhouse 1996 - 1997
Skills
Healthcare, Consulting, Financial Services, IT Strategy, SDLC, Vendor Management, IT Project & Program..., Management, Outsourcing, CRM, Project Management, Cross-functional Team..., Program Management, E-commerce, Enterprise Software, Strategic Planning
Education
Fordham Gabelli School of Business 2002 — 2005
MBA
University of Michigan 1992 — 1996
BA
Moira Moynihan - Manoog's National Financial Partners Experience May 1997 - Present
Job Principal, Certified Financial Planner at MSW Financial Partners
Industry Financial Services
Experience
NFP Advisor Services Group May 1997 - Present
National Financial Partners May 1997 - Present
MSW Financial Partners February 1994 - Present
Skills
Retirement Planning, Series 7, Securities, Wealth Management, Series 63, Investment Advisory, Investments, Mutual Funds, Alternative Investments, Retirement, Estate Planning, Financial Advisory, Asset Management, FINRA, Strategic Financial..., Equities, Financial Services, Disability Insurance, Asset Allocation, Fixed Annuities, Financial Planning
Education
Boston College 1986 — 1990
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Boston University Center for Professional Education
Financial Planning Program
NFP Advisor Services Group May 1997 - Present
National Financial Partners May 1997 - Present
MSW Financial Partners February 1994 - Present
Skills
Retirement Planning, Series 7, Securities, Wealth Management, Series 63, Investment Advisory, Investments, Mutual Funds, Alternative Investments, Retirement, Estate Planning, Financial Advisory, Asset Management, FINRA, Strategic Financial..., Equities, Financial Services, Disability Insurance, Asset Allocation, Fixed Annuities, Financial Planning
Education
Boston College 1986 — 1990
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Boston University Center for Professional Education
Financial Planning Program
J.B. Murphy's National Financial Partners Experience November 2013 - May 2015
Job MBA Candidate, Darla Moore School of Business
Industry Management Consulting
Experience
National Financial Partners November 2013 - May 2015
South Carolina Medical Association July 2012 - November 2013
U.S. House of Representatives May 2012 - June 2012
Skills
Insurance, Sales, Public Speaking, Health Insurance, Strategic Planning, Microsoft Excel, Finance, Management Consulting, Microsoft Office, Data Analytics, Corporate Development
Education
University of South Carolina - Darla Moore School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Management Consulting
Furman University 2008 — 2012
Bachelor of Arts, Political Science
National Financial Partners November 2013 - May 2015
South Carolina Medical Association July 2012 - November 2013
U.S. House of Representatives May 2012 - June 2012
Skills
Insurance, Sales, Public Speaking, Health Insurance, Strategic Planning, Microsoft Excel, Finance, Management Consulting, Microsoft Office, Data Analytics, Corporate Development
Education
University of South Carolina - Darla Moore School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Management Consulting
Furman University 2008 — 2012
Bachelor of Arts, Political Science
Bobby Samuelson's National Financial Partners Experience May 2008 - July 2009
Job Vice President Life Product Development at MetLife
Industry Insurance
Experience
MetLife December 2013 - Present
The Life Product Review January 2012 - December 2013
SamuelsonDesign July 2009 - December 2013
National Financial Partners May 2008 - July 2009
Skills
Strategic Financial..., Life Insurance, Insurance, Sales, Business Planning, Investments, Wealth, Retirement, Wealth Management
Education
Furman University 2004 — 2007
BA, cum laude, Economics
MetLife December 2013 - Present
The Life Product Review January 2012 - December 2013
SamuelsonDesign July 2009 - December 2013
National Financial Partners May 2008 - July 2009
Skills
Strategic Financial..., Life Insurance, Insurance, Sales, Business Planning, Investments, Wealth, Retirement, Wealth Management
Education
Furman University 2004 — 2007
BA, cum laude, Economics
Tiffany Finnegan Tiffany Finnegan's National Financial Partners Experience September 2011 - January 2013
Job Health Care Reform Specialist and Employee Benefits Strategist
Industry Human Resources
Experience
Cloud Business Advisors (In Partnership with CI Group) January 2013 - Present
National Financial Partners September 2011 - January 2013
Hays Companies (Boston) April 2008 - August 2011
Reliance Standard Life Insurance Company February 2007 - April 2008
Arthur J. Gallagher May 2005 - February 2007
Skills
Employee Benefits, HR Consulting, ERISA, Healthcare Management, Wellness Initiatives, Corporate Wellness, Communications Strategy, Plan Design, Benefits Communication, Benefits Strategy, Benefits Negotiation, Health Insurance, Financial Analysis, Business Planning, Strategic Communications, Human Resources, Wellness, Corporations, Recruiting, Account Management, Program Management, COBRA, Analysis, Risk Management, Employee Wellness, FMLA, Benefits Administration, Insurance, Workers Compensation, Disability Insurance, 401k, Health Savings Accounts, Strategic Planning, Management
Education
University of Massachusetts Boston 2004 — 2006
Master of Business Administration (M.B.A.), Focus in Marketing, Human Resources and Healthcare Management
Landmark Education 2011 — 2012
Completed the Curriculum for Living
SUNY Polytechnic Institute 1998 — 2000
Bachelors of Science, Business, Marketing
Purdue University 1996 — 1997
Cloud Business Advisors (In Partnership with CI Group) January 2013 - Present
National Financial Partners September 2011 - January 2013
Hays Companies (Boston) April 2008 - August 2011
Reliance Standard Life Insurance Company February 2007 - April 2008
Arthur J. Gallagher May 2005 - February 2007
Skills
Employee Benefits, HR Consulting, ERISA, Healthcare Management, Wellness Initiatives, Corporate Wellness, Communications Strategy, Plan Design, Benefits Communication, Benefits Strategy, Benefits Negotiation, Health Insurance, Financial Analysis, Business Planning, Strategic Communications, Human Resources, Wellness, Corporations, Recruiting, Account Management, Program Management, COBRA, Analysis, Risk Management, Employee Wellness, FMLA, Benefits Administration, Insurance, Workers Compensation, Disability Insurance, 401k, Health Savings Accounts, Strategic Planning, Management
Education
University of Massachusetts Boston 2004 — 2006
Master of Business Administration (M.B.A.), Focus in Marketing, Human Resources and Healthcare Management
Landmark Education 2011 — 2012
Completed the Curriculum for Living
SUNY Polytechnic Institute 1998 — 2000
Bachelors of Science, Business, Marketing
Purdue University 1996 — 1997
Whitney Sisk Whitney Sisk's National Financial Partners Experience January 2012 - September 2013
Job Full Time Mom
Industry Hospitality
Experience
Sisk House August 2013 - Present
National Financial Partners January 2012 - September 2013
Ash Brokerage January 2011 - November 2011
National Financial Partners March 2010 - January 2011
AXA Advisors 2009 - 2010
Skills
Case Management, Event Planning, Microsoft Office, Social Media, Customer Relations, Editing, Financial Planning, Insurance, Outlook, PowerPoint, Photography, Life Insurance, Series 63, Series 6, Customer Service, Case Managment, Financial Planners, Term Life Insurance, Wealth
Education
Baylor University - Hankamer School of Business 2005 — 2009
BBA, Marketing
Sisk House August 2013 - Present
National Financial Partners January 2012 - September 2013
Ash Brokerage January 2011 - November 2011
National Financial Partners March 2010 - January 2011
AXA Advisors 2009 - 2010
Skills
Case Management, Event Planning, Microsoft Office, Social Media, Customer Relations, Editing, Financial Planning, Insurance, Outlook, PowerPoint, Photography, Life Insurance, Series 63, Series 6, Customer Service, Case Managment, Financial Planners, Term Life Insurance, Wealth
Education
Baylor University - Hankamer School of Business 2005 — 2009
BBA, Marketing
Liz Michel's National Financial Partners Experience May 2008 - April 2010
Job President, Eidos Associates
Industry Insurance
Experience
Eidos Associates August 2015 - Present
AgencyONE Insurance Marketing Group, LLC April 2010 - August 2015
National Financial Partners May 2008 - April 2010
Crump Group, Inc 2007 - April 2008
BISYS Insurance Services, Potomac June 2003 - 2007
Greenberg Traurig, LLP August 2002 - June 2003
KPMG July 2001 - August 2002
KPMG July 1998 - July 2001
KPMG July 1994 - July 1998
Sedgwick Noble Lowndes December 1985 - February 1994
Skills
Employee Benefits, Marketing, Business Development, Budgets, Cross Selling, Solution Development, Insurance, Estate Planning, Life Insurance, Underwriting, Retirement Planning, Financial Services, Sales, Fixed Annuities, Leadership, Relationship Management, Strategic Planning
Education
George Mason University School of Law 1980 — 1983
JD
St. John's College 1974 — 1978
BA, Liberal Arts
Eidos Associates August 2015 - Present
AgencyONE Insurance Marketing Group, LLC April 2010 - August 2015
National Financial Partners May 2008 - April 2010
Crump Group, Inc 2007 - April 2008
BISYS Insurance Services, Potomac June 2003 - 2007
Greenberg Traurig, LLP August 2002 - June 2003
KPMG July 2001 - August 2002
KPMG July 1998 - July 2001
KPMG July 1994 - July 1998
Sedgwick Noble Lowndes December 1985 - February 1994
Skills
Employee Benefits, Marketing, Business Development, Budgets, Cross Selling, Solution Development, Insurance, Estate Planning, Life Insurance, Underwriting, Retirement Planning, Financial Services, Sales, Fixed Annuities, Leadership, Relationship Management, Strategic Planning
Education
George Mason University School of Law 1980 — 1983
JD
St. John's College 1974 — 1978
BA, Liberal Arts
Eric Solfisburg, CFA's National Financial Partners Experience May 2008 - August 2008
Job Associate Director & Investment Consultant at PSolve
Industry Investment Management
Experience
P-Solve July 2015 - Present
P-Solve January 2013 - June 2015
P-Solve November 2010 - January 2013
The Forestay Group July 2007 - November 2010
Fawoo Tech North America August 2009 - April 2010
Republic Financial Corporation June 2009 - August 2009
Alliance Resource Group - A NFP Company March 2005 - August 2009
Babson College January 2009 - May 2009
National Financial Partners May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Hedge Funds, Investments, Analysis, Due Diligence, Mergers & Acquisitions, Investment Banking, Entrepreneurship, Finance, Asset Allocation, Mergers, Banking, Leadership, Start-ups, Business Strategy, Financial Reporting, LDI, Pensions, Trading, Trading Systems, Consulting, Investment Advisory, Investment Management, Institutional..., Fund Of Funds, Distressed Debt
Education
Babson College 2006 — 2010
Bachelors of Science in Business Administration, Strategic Management, Finance
Boston College High School 2002 — 2006
P-Solve July 2015 - Present
P-Solve January 2013 - June 2015
P-Solve November 2010 - January 2013
The Forestay Group July 2007 - November 2010
Fawoo Tech North America August 2009 - April 2010
Republic Financial Corporation June 2009 - August 2009
Alliance Resource Group - A NFP Company March 2005 - August 2009
Babson College January 2009 - May 2009
National Financial Partners May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Hedge Funds, Investments, Analysis, Due Diligence, Mergers & Acquisitions, Investment Banking, Entrepreneurship, Finance, Asset Allocation, Mergers, Banking, Leadership, Start-ups, Business Strategy, Financial Reporting, LDI, Pensions, Trading, Trading Systems, Consulting, Investment Advisory, Investment Management, Institutional..., Fund Of Funds, Distressed Debt
Education
Babson College 2006 — 2010
Bachelors of Science in Business Administration, Strategic Management, Finance
Boston College High School 2002 — 2006
Jeffrey Downey Jeffrey Downey's National Financial Partners Experience April 2000 - August 2010
Job Principal at TAG Financial Institutions Group
Industry Financial Services
Experience
TAG Financial Institutions Group December 2012 - Present
The Kilbourn Group January 2011 - December 2012
National Financial Partners April 2000 - August 2010
Skills
Due Diligence, Property & Casualty..., Underwriting, Mergers & Acquisitions, Mergers, Insurance, Valuation, Investments, Real Estate, Alternative Investments, Finance, Financial Services, Financial Advisory, Strategic Planning, Acquisitions, Financial Structuring, Private Equity
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1992 — 1994
MBA, Finance and Accounting
Georgetown University 1984 — 1988
BSBA, Finance and History
TAG Financial Institutions Group December 2012 - Present
The Kilbourn Group January 2011 - December 2012
National Financial Partners April 2000 - August 2010
Skills
Due Diligence, Property & Casualty..., Underwriting, Mergers & Acquisitions, Mergers, Insurance, Valuation, Investments, Real Estate, Alternative Investments, Finance, Financial Services, Financial Advisory, Strategic Planning, Acquisitions, Financial Structuring, Private Equity
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1992 — 1994
MBA, Finance and Accounting
Georgetown University 1984 — 1988
BSBA, Finance and History
Chris Teichert's National Financial Partners Experience June 2013 - August 2013
Job Performance Engineer at General Motors
Industry Information Technology and Services
Experience
Indiana University Kelley School of Business August 2014 - May 2015
Campus Tutoring Services February 2012 - May 2014
National Financial Partners June 2013 - August 2013
PwC May 2012 - July 2012
Merrill Lynch May 2011 - August 2011
Levy Restaurants May 2011 - August 2011
Skills
Microsoft Excel, Accounting, Teamwork, Analysis, Financial Modeling, PowerPoint, Project Management, Financial Accounting, Team Leadership, SAP, IT Strategy, Public Speaking, Program Management, LoadRunner, Scripting, Tutoring, Process Improvement, Consulting, Market Research, Visual Basic, BPMN, Marketing, Access, Self-Service Business..., Data Analysis, Leadership
Education
Indiana University - Kelley School of Business 2014 — 2015
Master's Degree, Information Systems, 3.8/4.0
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Finance & Operations Management, 3.7/4.0
New Trier High School 2006 — 2010
High School
Indiana University Kelley School of Business August 2014 - May 2015
Campus Tutoring Services February 2012 - May 2014
National Financial Partners June 2013 - August 2013
PwC May 2012 - July 2012
Merrill Lynch May 2011 - August 2011
Levy Restaurants May 2011 - August 2011
Skills
Microsoft Excel, Accounting, Teamwork, Analysis, Financial Modeling, PowerPoint, Project Management, Financial Accounting, Team Leadership, SAP, IT Strategy, Public Speaking, Program Management, LoadRunner, Scripting, Tutoring, Process Improvement, Consulting, Market Research, Visual Basic, BPMN, Marketing, Access, Self-Service Business..., Data Analysis, Leadership
Education
Indiana University - Kelley School of Business 2014 — 2015
Master's Degree, Information Systems, 3.8/4.0
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Finance & Operations Management, 3.7/4.0
New Trier High School 2006 — 2010
High School
Amy Collier Garrison, CFP(R)'s National Financial Partners Experience May 2012 - September 2014
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
National Financial Partners May 2012 - September 2014
Elliott Davis Investment Advisors, LLC April 2008 - May 2012
Waddell & Reed August 2005 - April 2008
Education
University of South Carolina-Columbia 1997 — 1999
Bachelor's degree, Finance, General
Lander University 1995 — 1997
Bachelor's degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. September 2014 - Present
National Financial Partners May 2012 - September 2014
Elliott Davis Investment Advisors, LLC April 2008 - May 2012
Waddell & Reed August 2005 - April 2008
Education
University of South Carolina-Columbia 1997 — 1999
Bachelor's degree, Finance, General
Lander University 1995 — 1997
Bachelor's degree, Business Administration and Management, General
Jason Cho Jason Cho's National Financial Partners Experience 2006 - 2007
Job Manager, CIO Advisory at KPMG
Industry Financial Services
Experience
KPMG 2014 - Present
The Blackstone Group 2013 - 2014
MarketAxess 2007 - 2013
National Financial Partners 2006 - 2007
Skills
Disaster Recovery, Virtualization, Active Directory, Servers, Windows Server, VPN, Security, Firewalls, SAN, Enterprise Architecture, Microsoft Exchange, Network Architecture, Integration, Information Security, High Availability, IT Management, IT Strategy, IT Operations, Information Technology, Infrastructure, Leadership, VMware, Vendor Management, Business Continuity, Data Center, Enterprise Software
Education
Columbia Business School 2012 — 2013
MBA
City University of New York-Hunter College
Brooklyn Technical High School
KPMG 2014 - Present
The Blackstone Group 2013 - 2014
MarketAxess 2007 - 2013
National Financial Partners 2006 - 2007
Skills
Disaster Recovery, Virtualization, Active Directory, Servers, Windows Server, VPN, Security, Firewalls, SAN, Enterprise Architecture, Microsoft Exchange, Network Architecture, Integration, Information Security, High Availability, IT Management, IT Strategy, IT Operations, Information Technology, Infrastructure, Leadership, VMware, Vendor Management, Business Continuity, Data Center, Enterprise Software
Education
Columbia Business School 2012 — 2013
MBA
City University of New York-Hunter College
Brooklyn Technical High School
Shane McDougald, CFP®'s National Financial Partners Experience August 2002 - February 2008
Job Consultant at ABG of Houston
Industry Financial Services
Experience
Alliance Benefit Group of Houston May 2012 - Present
Wells Fargo Adisors, LLC October 2010 - June 2012
Transamerica Retirement Services March 2008 - May 2010
National Financial Partners August 2002 - February 2008
Fidelity Investments May 1998 - August 2002
Skills
Retirement, 401k, Retirement Planning, Investments, Mutual Funds, Investment Advisory, Wealth Management, Pensions, Insurance, Financial Planning, Strategic Financial..., 401(k) Consulting, Sales and Marketing, Series 7, Financial Services, Series 24, Certified Financial..., Series 63, series 65, Term Life Insurance, Long Term Care Insurance
Education
Brigham Young University 1993 — 1998
Bachelor of Arts, International Politics
Alliance Benefit Group of Houston May 2012 - Present
Wells Fargo Adisors, LLC October 2010 - June 2012
Transamerica Retirement Services March 2008 - May 2010
National Financial Partners August 2002 - February 2008
Fidelity Investments May 1998 - August 2002
Skills
Retirement, 401k, Retirement Planning, Investments, Mutual Funds, Investment Advisory, Wealth Management, Pensions, Insurance, Financial Planning, Strategic Financial..., 401(k) Consulting, Sales and Marketing, Series 7, Financial Services, Series 24, Certified Financial..., Series 63, series 65, Term Life Insurance, Long Term Care Insurance
Education
Brigham Young University 1993 — 1998
Bachelor of Arts, International Politics
Brad Chapin Brad Chapin's National Financial Partners Experience June 2004 - December 2007
Job Account Executive at Burks Digital
Industry Printing
Experience
Burks Digital May 2014 - Present
KaDE Studios June 2000 - Present
faithHighway May 2013 - May 2014
Xerox, Inc. August 2008 - November 2012
National Financial Partners June 2004 - December 2007
Associated General Contractors of Texas July 2002 - March 2004
Texas Building and Procurement Commission September 1996 - April 2002
Skills
Program Management, Marketing, Graphic Design, Photography, Project Management, Management, Training, Operations Management, Business Development, Cross-functional Team..., Web Design, Business Process..., Program Implementation, IT Project..., Print Management, Desktop Publishing, Relationship Management, Vendor Relationships, CRM, Sales, Sales Management
Education
Baylor University
B.A. Speech Communication
Burks Digital May 2014 - Present
KaDE Studios June 2000 - Present
faithHighway May 2013 - May 2014
Xerox, Inc. August 2008 - November 2012
National Financial Partners June 2004 - December 2007
Associated General Contractors of Texas July 2002 - March 2004
Texas Building and Procurement Commission September 1996 - April 2002
Skills
Program Management, Marketing, Graphic Design, Photography, Project Management, Management, Training, Operations Management, Business Development, Cross-functional Team..., Web Design, Business Process..., Program Implementation, IT Project..., Print Management, Desktop Publishing, Relationship Management, Vendor Relationships, CRM, Sales, Sales Management
Education
Baylor University
B.A. Speech Communication
Jane Hall's National Financial Partners Experience June 2008 - Present
Job VP, Chief Underwriter at National Financial Partners
Industry Financial Services
Experience
National Financial Partners June 2008 - Present
Prudential Financial April 2005 - June 2008
Hartford Life October 1994 - April 2005
Skills
Relationship Management, Marketing, Life Insurance, Insurance, Underwriting, Fixed Annuities, Term Life Insurance, Health Insurance, Retirement Planning, Series 6, Employee Benefits, Retirement, Risk Management, Brokers, Claim, Disability Insurance, Reinsurance, Long-term Care
Education
Harvard Law School 2013 — 2013
Certificate, Program on Negotiation
University of Texas at Houston, Texas
BS, Nursing
National Financial Partners June 2008 - Present
Prudential Financial April 2005 - June 2008
Hartford Life October 1994 - April 2005
Skills
Relationship Management, Marketing, Life Insurance, Insurance, Underwriting, Fixed Annuities, Term Life Insurance, Health Insurance, Retirement Planning, Series 6, Employee Benefits, Retirement, Risk Management, Brokers, Claim, Disability Insurance, Reinsurance, Long-term Care
Education
Harvard Law School 2013 — 2013
Certificate, Program on Negotiation
University of Texas at Houston, Texas
BS, Nursing
Ross M. Campbell Ross M. Campbell's National Financial Partners Experience 2000 - 2002
Job Ross Campbell | Senior Financial Executive (CPA) | Chief Financial Officer (CFO) | Operational Experience (CEO)
Industry Food Production
Experience
Merisant July 2012 - January 2015
CSM Bakery Supplies North America January 2003 - April 2011
National Financial Partners 2000 - 2002
National Financial Partners 1999 - 2000
Culligan International (a subsidiary of US Filter and Vivendi) 1997 - 1999
Preferred Meal Systems 1991 - 1997
KPMG 1983 - 1991
Skills
Manufacturing, M&A experience, M&A due diligence, Distribution, Multinational, Start-ups, Contract Negotiation, Strategic Planning, Mergers, Cash Flow, Financial Reporting, Mergers & Acquisitions, Budgets, Sales, Acquisition Integration, Forecasting, Due Diligence, Business Planning, Project Planning, International Business, Managerial Finance, Accounting, Strategy, Financial Analysis, Risk Management, Analysis, Strategic Financial..., Finance, Cash Management, Auditing, Management, Internal Controls, Leadership, Variance Analysis, Consolidation, Executive Management, Working Capital..., Restructuring, Financial Modeling, Corporate Finance, Cost Accounting, Private Equity, P&L Management, Tax, Pricing, SEC filings, Sarbanes-Oxley Act, Turn Around Management, Process Improvement, Capital Budgeting
Education
Augustana College 1979 — 1983
BA, Accounting, Economics and Business Administration
Merisant July 2012 - January 2015
CSM Bakery Supplies North America January 2003 - April 2011
National Financial Partners 2000 - 2002
National Financial Partners 1999 - 2000
Culligan International (a subsidiary of US Filter and Vivendi) 1997 - 1999
Preferred Meal Systems 1991 - 1997
KPMG 1983 - 1991
Skills
Manufacturing, M&A experience, M&A due diligence, Distribution, Multinational, Start-ups, Contract Negotiation, Strategic Planning, Mergers, Cash Flow, Financial Reporting, Mergers & Acquisitions, Budgets, Sales, Acquisition Integration, Forecasting, Due Diligence, Business Planning, Project Planning, International Business, Managerial Finance, Accounting, Strategy, Financial Analysis, Risk Management, Analysis, Strategic Financial..., Finance, Cash Management, Auditing, Management, Internal Controls, Leadership, Variance Analysis, Consolidation, Executive Management, Working Capital..., Restructuring, Financial Modeling, Corporate Finance, Cost Accounting, Private Equity, P&L Management, Tax, Pricing, SEC filings, Sarbanes-Oxley Act, Turn Around Management, Process Improvement, Capital Budgeting
Education
Augustana College 1979 — 1983
BA, Accounting, Economics and Business Administration
Ann Wrobley's National Financial Partners Experience April 2007 - April 2008
Job Assistant Vice President, Global Operations Change Leader at MetLife
Industry Management Consulting
Experience
MetLife January 2015 - Present
Ernst & Young April 2011 - Present
EY October 2013 - January 2015
Li & Fung USA July 2008 - April 2011
National Financial Partners April 2007 - April 2008
Ernst & Young July 2006 - April 2007
BearingPoint June 2004 - March 2006
PwC / IBM June 2002 - June 2004
The Associated Press 2001 - 2002
Skills
Project Management, Consulting, Change Management, Human Resources, Performance Management, Business Strategy, Organizational Design, Management, Organization, Shared Services, Stakeholder Management, HR Transformation, Mergers & Acquisitions, Merger & Acquisition..., Strategic Communications, Employee Training
Education
Teachers College of Columbia University 1999 — 2001
MA, Social-Organizational Psychology
Washington University in St. Louis 1995 — 1998
BA, Psychology and Business
Connecticut College 1994 — 1995
Psychology
MetLife January 2015 - Present
Ernst & Young April 2011 - Present
EY October 2013 - January 2015
Li & Fung USA July 2008 - April 2011
National Financial Partners April 2007 - April 2008
Ernst & Young July 2006 - April 2007
BearingPoint June 2004 - March 2006
PwC / IBM June 2002 - June 2004
The Associated Press 2001 - 2002
Skills
Project Management, Consulting, Change Management, Human Resources, Performance Management, Business Strategy, Organizational Design, Management, Organization, Shared Services, Stakeholder Management, HR Transformation, Mergers & Acquisitions, Merger & Acquisition..., Strategic Communications, Employee Training
Education
Teachers College of Columbia University 1999 — 2001
MA, Social-Organizational Psychology
Washington University in St. Louis 1995 — 1998
BA, Psychology and Business
Connecticut College 1994 — 1995
Psychology
Christine Roesch Christine Roesch's National Financial Partners Experience April 1999 - October 2001
Job Assistant Vice President at Cerberus Capital Management
Industry Investment Banking
Experience
Cerberus Capital Management March 2008 - Present
Gloria Nilson REALTORS, Real Living 2006 - 2008
Heritage House Sotheby's International Realty 2002 - 2006
National Financial Partners April 1999 - October 2001
John A. Levin & Co. June 1997 - April 1999
Smith Barney January 1994 - June 1997
Skills
Real Estate, Management, Account Management, Business Strategy, Financial Analysis, Strategy, Due Diligence, Finance, Budgets, Leadership, Market Research, Project Management, Customer Service, Business Development, Sales, Strategic Planning
Education
Grace Institute 1986 — 1987
Business
City University of New York-College of Staten Island
Business Management
Cerberus Capital Management March 2008 - Present
Gloria Nilson REALTORS, Real Living 2006 - 2008
Heritage House Sotheby's International Realty 2002 - 2006
National Financial Partners April 1999 - October 2001
John A. Levin & Co. June 1997 - April 1999
Smith Barney January 1994 - June 1997
Skills
Real Estate, Management, Account Management, Business Strategy, Financial Analysis, Strategy, Due Diligence, Finance, Budgets, Leadership, Market Research, Project Management, Customer Service, Business Development, Sales, Strategic Planning
Education
Grace Institute 1986 — 1987
Business
City University of New York-College of Staten Island
Business Management
David Shull's National Financial Partners Experience July 2014 - Present
Job Contract Business Analyst at National Financial Partners
Industry Management Consulting
Experience
National Financial Partners July 2014 - Present
Letek Consulting, LLC November 2006 - Present
Education
Missouri State University 1997 — 2002
B.S., Finance
National Financial Partners July 2014 - Present
Letek Consulting, LLC November 2006 - Present
Education
Missouri State University 1997 — 2002
B.S., Finance
Marie-Claire Arkoulakis's National Financial Partners Experience July 2013 - Present
Job CRM Solutions Architect at National Financial Partners
Industry Information Technology and Services
Experience
National Financial Partners July 2013 - Present
Insight Global May 2012 - July 2013
L'Oreal May 2011 - March 2012
Prudential Financial August 2010 - March 2011
Dow Jones September 2007 - June 2010
Sire Management Corporation 2002 - 2006
Cingular Interactive 1998 - 2002
BellSouth Wireless Data 1998 - 2002
Cingular Wireless 1999 - 2001
Skills
Salesforce.com, End User Training, User Acceptance Testing, Data Migration, Campaign Management, Dashboards, Ad Hoc Reporting, Technical Support, Analytics, Dashboard, Strategic Partnerships, Content Management, SDLC, Professional Services, Requirements Analysis, Business Analysis, SaaS, Solution Selling, Vendor Management, Consulting, Visio, Enterprise Software, Business Intelligence, Integration, Cloud Computing, Product Management, Lead Generation
Education
Middlesex County College 1993 — 1995
AS, Business Administration
John P. Stevens High School 1984 — 1987
National Financial Partners July 2013 - Present
Insight Global May 2012 - July 2013
L'Oreal May 2011 - March 2012
Prudential Financial August 2010 - March 2011
Dow Jones September 2007 - June 2010
Sire Management Corporation 2002 - 2006
Cingular Interactive 1998 - 2002
BellSouth Wireless Data 1998 - 2002
Cingular Wireless 1999 - 2001
Skills
Salesforce.com, End User Training, User Acceptance Testing, Data Migration, Campaign Management, Dashboards, Ad Hoc Reporting, Technical Support, Analytics, Dashboard, Strategic Partnerships, Content Management, SDLC, Professional Services, Requirements Analysis, Business Analysis, SaaS, Solution Selling, Vendor Management, Consulting, Visio, Enterprise Software, Business Intelligence, Integration, Cloud Computing, Product Management, Lead Generation
Education
Middlesex County College 1993 — 1995
AS, Business Administration
John P. Stevens High School 1984 — 1987
Umesh Murthy Umesh Murthy's National Financial Partners Experience April 2008 - February 2013
Job CRM at General Motors
Industry Automotive
Experience
General Motors June 2014 - Present
LPL Financial February 2013 - June 2014
National Financial Partners April 2008 - February 2013
Dell April 2005 - April 2008
GTech September 2003 - April 2005
Trilogy April 1998 - September 2003
Compuware 1994 - 1998
Moog Inc. March 1988 - April 1994
Skills
Vendor Management, IT Strategy, Software Project..., SDLC, Business Analysis, Enterprise Architecture, Requirements Analysis, Cloud Computing, Software Development, Agile Methodologies, Management, Integration, E-commerce, SaaS, Solution Architecture, Business Process..., Business Strategy, Leadership, Program Management, Business Intelligence, IT Management, Executive Management, Strategy, CRM, Project Portfolio..., Enterprise Software, Information Technology, Consulting, Product Management, .NET, Databases, Microsoft SQL Server, Product Development, Disaster Recovery, Business Process
Education
Birla Institute of Technology and Science 1989 — 1992
MS, Electronics & Control Engineering
University of Mysore - SJCE 1983 — 1988
Bachelor of Engineering (B.E.), Instrumentation Technology
General Motors June 2014 - Present
LPL Financial February 2013 - June 2014
National Financial Partners April 2008 - February 2013
Dell April 2005 - April 2008
GTech September 2003 - April 2005
Trilogy April 1998 - September 2003
Compuware 1994 - 1998
Moog Inc. March 1988 - April 1994
Skills
Vendor Management, IT Strategy, Software Project..., SDLC, Business Analysis, Enterprise Architecture, Requirements Analysis, Cloud Computing, Software Development, Agile Methodologies, Management, Integration, E-commerce, SaaS, Solution Architecture, Business Process..., Business Strategy, Leadership, Program Management, Business Intelligence, IT Management, Executive Management, Strategy, CRM, Project Portfolio..., Enterprise Software, Information Technology, Consulting, Product Management, .NET, Databases, Microsoft SQL Server, Product Development, Disaster Recovery, Business Process
Education
Birla Institute of Technology and Science 1989 — 1992
MS, Electronics & Control Engineering
University of Mysore - SJCE 1983 — 1988
Bachelor of Engineering (B.E.), Instrumentation Technology
Adrian Romero Adrian Romero's National Financial Partners Experience September 2013 - Present
Job UX/UI Designer at NFP
Industry Design
Experience
National Financial Partners September 2013 - Present
La Lee's Impressions Magazine Website 2012 - 2013
WIC (Women, Infants, Children) May 2012 - August 2012
Miranda Gil R&B Artist 2011 - 2012
Flacos Fotos Photography 2010 - 2011
Rollerz Only Car Club, Central Tx Website 2010 - 2011
Unisys November 1999 - June 2010
Skills
Photography, Event Photography, Social Photography, Still Photography, Web Design, Website Development, Graphic Design, Photoshop, InDesign, Illustrator, Dreamweaver, Adobe Fireworks, Adobe Lightroom, Flash, Social Networking, Twitter, Twitter Bootstrap, Custom CMS Development, Interaction Design, User Interface Design, Adobe Creative Suite, CMS, User Experience, XHTML, HTML 5, CSS3, Mac, Logo Design, CSS, Layout, User Interface, Digital Photography, User-centered Design, Wireframes, Accessibility, User Experience Design, Web Development, Information Design, OS X, HTML, Creative Direction, Vector Illustration, Brochures, Graphics, Mobile Design, Axure, Wire Framing, Visual Communication, Web Standards, Web Interface Design
Education
Austin Community College 2011 — 2013
Associate of Applied Science, Web Page, Digital/Multimedia and Information Resources Design
National Financial Partners September 2013 - Present
La Lee's Impressions Magazine Website 2012 - 2013
WIC (Women, Infants, Children) May 2012 - August 2012
Miranda Gil R&B Artist 2011 - 2012
Flacos Fotos Photography 2010 - 2011
Rollerz Only Car Club, Central Tx Website 2010 - 2011
Unisys November 1999 - June 2010
Skills
Photography, Event Photography, Social Photography, Still Photography, Web Design, Website Development, Graphic Design, Photoshop, InDesign, Illustrator, Dreamweaver, Adobe Fireworks, Adobe Lightroom, Flash, Social Networking, Twitter, Twitter Bootstrap, Custom CMS Development, Interaction Design, User Interface Design, Adobe Creative Suite, CMS, User Experience, XHTML, HTML 5, CSS3, Mac, Logo Design, CSS, Layout, User Interface, Digital Photography, User-centered Design, Wireframes, Accessibility, User Experience Design, Web Development, Information Design, OS X, HTML, Creative Direction, Vector Illustration, Brochures, Graphics, Mobile Design, Axure, Wire Framing, Visual Communication, Web Standards, Web Interface Design
Education
Austin Community College 2011 — 2013
Associate of Applied Science, Web Page, Digital/Multimedia and Information Resources Design
Rob Lauzen Rob Lauzen's National Financial Partners Experience November 2012 - December 2012
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
DiagnosMe LLC January 2013 - January 2015
Morgan Stanley January 2014 - March 2014
National Financial Partners November 2012 - December 2012
MacLean Fogg Company August 2012 - August 2012
Cypress Semiconductor June 2012 - August 2012
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Engineering
Morgan Stanley June 2015 - Present
DiagnosMe LLC January 2013 - January 2015
Morgan Stanley January 2014 - March 2014
National Financial Partners November 2012 - December 2012
MacLean Fogg Company August 2012 - August 2012
Cypress Semiconductor June 2012 - August 2012
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Engineering
Erin Reddy's National Financial Partners Experience March 2013 - February 2014
Job Financial Analyst at NFP
Industry Financial Services
Experience
NFP February 2014 - Present
National Financial Partners March 2013 - February 2014
NFP Corporate Services (NY) August 2012 - March 2013
Skills
Financial Analysis, Microsoft Excel, Research, Competitive Analysis, Compliance, Population, Benchmarking, Corporate Benefits, Data Analysis
Education
Bucknell University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pohs Institute
NY Life, Accident, and Health License, NY Life, Accident, and Health
NFP February 2014 - Present
National Financial Partners March 2013 - February 2014
NFP Corporate Services (NY) August 2012 - March 2013
Skills
Financial Analysis, Microsoft Excel, Research, Competitive Analysis, Compliance, Population, Benchmarking, Corporate Benefits, Data Analysis
Education
Bucknell University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pohs Institute
NY Life, Accident, and Health License, NY Life, Accident, and Health
Steven Segaloff Steven Segaloff's National Financial Partners Experience April 2004 - October 2006
Job EVP, General Counsel at Genesys Global LLC
Industry Financial Services
Experience
Genesys Global LLC February 2013 - Present
Plainfield Asset Management October 2006 - February 2013
National Financial Partners April 2004 - October 2006
Cravath, Swaine & Moore LLP August 2000 - April 2004
Skills
Mergers & Acquisitions, Private Equity, Venture Capital, Restructuring, Corporate Law, Investments, Asset Management, Intellectual Property, Investment Banking, Corporate Development, Litigation, Finance, Financial Structuring, Bankruptcy, Divestitures, Financial Services, Acquisitions, LBO, Real Estate, Management, Asset Managment, Mergers, Start-ups, Due Diligence, Corporate Governance, Securities Regulation, Securities, Joint Ventures
Education
University of Chicago Law School 1997 — 2000
J.D.
Cornell University 1988 — 1992
Bachelor’s Degree, American Studies
Hopkins School 1982 — 1988
High School
Genesys Global LLC February 2013 - Present
Plainfield Asset Management October 2006 - February 2013
National Financial Partners April 2004 - October 2006
Cravath, Swaine & Moore LLP August 2000 - April 2004
Skills
Mergers & Acquisitions, Private Equity, Venture Capital, Restructuring, Corporate Law, Investments, Asset Management, Intellectual Property, Investment Banking, Corporate Development, Litigation, Finance, Financial Structuring, Bankruptcy, Divestitures, Financial Services, Acquisitions, LBO, Real Estate, Management, Asset Managment, Mergers, Start-ups, Due Diligence, Corporate Governance, Securities Regulation, Securities, Joint Ventures
Education
University of Chicago Law School 1997 — 2000
J.D.
Cornell University 1988 — 1992
Bachelor’s Degree, American Studies
Hopkins School 1982 — 1988
High School
Tom Arcieri Tom Arcieri's National Financial Partners Experience 2000 - Present
Job Managing Director at NFP P&C
Industry Financial Services
Experience
NFP April 2000 - Present
National Financial Partners 2000 - Present
NFP P&C 2000 - Present
GAMCO Investors, Inc. 1988 - 1991
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
MBA, Finance
Fairfield University 1983 — 1987
NFP April 2000 - Present
National Financial Partners 2000 - Present
NFP P&C 2000 - Present
GAMCO Investors, Inc. 1988 - 1991
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
MBA, Finance
Fairfield University 1983 — 1987
Ned Havern's National Financial Partners Experience September 2012 - Present
Job Benefits Consultant at National Financial Partners
Industry Insurance
Experience
National Financial Partners September 2012 - Present
Avison Young Commercial Real Estate January 2012 - September 2012
Cushman & Wakefield 2008 - 2012
Pittsburgh Penguins 2007 - 2008
Boston Bruins 2006 - 2007
Skills
Insurance, Employee Benefits, Wealth Management, Brokerage, Disposition, Investments, Financial Advisory, Sales, Retirement Planning, Asset Management, Finance, Management, Marketing, Series 63, Social Media
Education
Boston College 2001 — 2005
Bachelor, Communications
Arlington HIgh School
National Financial Partners September 2012 - Present
Avison Young Commercial Real Estate January 2012 - September 2012
Cushman & Wakefield 2008 - 2012
Pittsburgh Penguins 2007 - 2008
Boston Bruins 2006 - 2007
Skills
Insurance, Employee Benefits, Wealth Management, Brokerage, Disposition, Investments, Financial Advisory, Sales, Retirement Planning, Asset Management, Finance, Management, Marketing, Series 63, Social Media
Education
Boston College 2001 — 2005
Bachelor, Communications
Arlington HIgh School
Sean Lemmon Sean Lemmon's National Financial Partners Experience August 2013 - Present
Job Vice President Personal Lines & Risk Management at National Financial Partners
Industry Insurance
Experience
National Financial Partners August 2013 - Present
Thoits Insurance June 2009 - August 2013
Warren H Lemmon Insurance Agency July 1996 - June 2009
State Farm Insurance August 1994 - April 1996
Warren H Lemmon Insurance Agency April 1986 - August 1994
Skills
Risk Management, Property & Casualty..., Workers Compensation, Individual Life..., Liability Analysis, Liability, Insurance, Commercial Insurance, Life Insurance, Strategic Planning, Negotiation, Employment Practices..., Legal Liability, Underwriting, Health Insurance, Brokers, General Insurance, Casualty, Claims Management, Casualty Insurance
Education
San Jose State University 1989 — 1992
BS, Business Management
Cabrillo College 1986 — 1989
AA, Business
Harbor High School 1982 — 1986
National Financial Partners August 2013 - Present
Thoits Insurance June 2009 - August 2013
Warren H Lemmon Insurance Agency July 1996 - June 2009
State Farm Insurance August 1994 - April 1996
Warren H Lemmon Insurance Agency April 1986 - August 1994
Skills
Risk Management, Property & Casualty..., Workers Compensation, Individual Life..., Liability Analysis, Liability, Insurance, Commercial Insurance, Life Insurance, Strategic Planning, Negotiation, Employment Practices..., Legal Liability, Underwriting, Health Insurance, Brokers, General Insurance, Casualty, Claims Management, Casualty Insurance
Education
San Jose State University 1989 — 1992
BS, Business Management
Cabrillo College 1986 — 1989
AA, Business
Harbor High School 1982 — 1986
Sheila Cordova Sheila Cordova's National Financial Partners Experience May 2010 - June 2011
Job at
Industry Financial Services
Experience
Digital Video Systems February 2013 - Present
National Financial Partners May 2010 - June 2011
vFinance Investments January 2009 - March 2010
Alma Magazine February 2006 - January 2009
Skills
Event Planning, Social Media Marketing, Social Media, Microsoft Excel, Marketing, Customer Service, PowerPoint, Marketing Communications, Microsoft Office, Salesforce.com, Public Relations, Advertising, Management, Social Networking, Editing, Online Marketing, Strategic Planning
Education
Miami International University of Art and Design 2007 — 2009
BA, Fine Art
The University of Texas at Austin
Bachelor of Business Administration (BBA), Business Administration and Management, General
Digital Video Systems February 2013 - Present
National Financial Partners May 2010 - June 2011
vFinance Investments January 2009 - March 2010
Alma Magazine February 2006 - January 2009
Skills
Event Planning, Social Media Marketing, Social Media, Microsoft Excel, Marketing, Customer Service, PowerPoint, Marketing Communications, Microsoft Office, Salesforce.com, Public Relations, Advertising, Management, Social Networking, Editing, Online Marketing, Strategic Planning
Education
Miami International University of Art and Design 2007 — 2009
BA, Fine Art
The University of Texas at Austin
Bachelor of Business Administration (BBA), Business Administration and Management, General
Shantol Henry Shantol Henry's National Financial Partners Experience November 2009 - March 2011
Job Direct Support Professional at United Cerebral Palsy Association of Nassau County
Industry Hospital & Health Care
Experience
United Cerebral Palsy Association of Nassau County March 2011 - Present
National Financial Partners November 2009 - March 2011
Legal Aid Society July 2009 - August 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, Courts, Administrative..., Microsoft Office, Customer Service, Public Speaking, Nonprofits, Research, Software Documentation
Education
City University of New York-John Jay College of Criminal Justice 2013 — 2015
Bachelor's Degree, Political Science, 3.0
Kingsborough Community College 2011 — 2012
Associate of Arts (AA), Criminal Justice
Berkeley College-New York 2007 — 2009
Associate of Applied Science, Paralegal Studies
United Cerebral Palsy Association of Nassau County March 2011 - Present
National Financial Partners November 2009 - March 2011
Legal Aid Society July 2009 - August 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, Courts, Administrative..., Microsoft Office, Customer Service, Public Speaking, Nonprofits, Research, Software Documentation
Education
City University of New York-John Jay College of Criminal Justice 2013 — 2015
Bachelor's Degree, Political Science, 3.0
Kingsborough Community College 2011 — 2012
Associate of Arts (AA), Criminal Justice
Berkeley College-New York 2007 — 2009
Associate of Applied Science, Paralegal Studies
Teague Wright Teague Wright's National Financial Partners Experience September 1999 - February 2005
Job Sr. Vice President of Distribution at Highland Capital Brokerage/Professionally passionate about life insurance
Industry Financial Services
Experience
Highland Capital Brokerage October 2013 - Present
Momentum Female Fitness & Nutrition (self-employed) January 2011 - February 2014
Crump Life Insurance Services January 2006 - June 2010
National Financial Partners September 1999 - February 2005
BISYS September 1993 - September 1999
Skills
Life Insurance, Fitness Instruction, Entrepreneurship, Negotiation, Small Business, Customer Service, Health, New Business Development, Wellness, Parenting, Dogs, Business Development, Strategic Planning, Driving Results, Self-starter
Education
The Pennsylvania State University 1990 — 1993
Bachelor of Science (B.S.), Psychology
Clemson University 1988 — 1990
Highland Capital Brokerage October 2013 - Present
Momentum Female Fitness & Nutrition (self-employed) January 2011 - February 2014
Crump Life Insurance Services January 2006 - June 2010
National Financial Partners September 1999 - February 2005
BISYS September 1993 - September 1999
Skills
Life Insurance, Fitness Instruction, Entrepreneurship, Negotiation, Small Business, Customer Service, Health, New Business Development, Wellness, Parenting, Dogs, Business Development, Strategic Planning, Driving Results, Self-starter
Education
The Pennsylvania State University 1990 — 1993
Bachelor of Science (B.S.), Psychology
Clemson University 1988 — 1990
Jason Lichtenthal's National Financial Partners Experience November 2001 - September 2009
Job Senior Vice President, Chief Information Officer at PURE Insurance
Industry Insurance
Experience
PURE Group of Insurance Companies January 2015 - Present
Willowbrook Swim and Tennis Club January 2014 - June 2015
PURE Group of Insurance Companies September 2009 - December 2014
National Financial Partners November 2001 - September 2009
Approach Inc. February 1998 - November 2001
Skills
Business Intelligence, SDLC, Data Warehousing, Microsoft SQL Server, Disaster Recovery, Analytics, SQL, ETL, Business Process, Databases, Data Integration, Integration, Management, Data Modeling, Database Design, Cognos, IT Strategy, Enterprise Architecture, ERP, IT Management, Software Development, Vendor Management, Project Management, Business Analysis, Software Documentation, Security, Data Architecture, Architecture, SSIS, Analysis Services, Web Services, Software Project..., Strategy, Relational Databases, Management Consulting, SOA, PMO, BC/DR, Accounting System, Property & Casualty..., Contract Negotiation, Lawson General Ledger, Sage MAS, OneShield Dragon, SSAS, Sage MAS500, Intacct, Policy Administration..., Claims Management, Insurance
Education
Binghamton University 1996 — 1997
City University of New York-Brooklyn College 1994 — 1996
Massachusetts Institute of Technology 1990 — 1994
South Shore High School 1987 — 1990
PURE Group of Insurance Companies January 2015 - Present
Willowbrook Swim and Tennis Club January 2014 - June 2015
PURE Group of Insurance Companies September 2009 - December 2014
National Financial Partners November 2001 - September 2009
Approach Inc. February 1998 - November 2001
Skills
Business Intelligence, SDLC, Data Warehousing, Microsoft SQL Server, Disaster Recovery, Analytics, SQL, ETL, Business Process, Databases, Data Integration, Integration, Management, Data Modeling, Database Design, Cognos, IT Strategy, Enterprise Architecture, ERP, IT Management, Software Development, Vendor Management, Project Management, Business Analysis, Software Documentation, Security, Data Architecture, Architecture, SSIS, Analysis Services, Web Services, Software Project..., Strategy, Relational Databases, Management Consulting, SOA, PMO, BC/DR, Accounting System, Property & Casualty..., Contract Negotiation, Lawson General Ledger, Sage MAS, OneShield Dragon, SSAS, Sage MAS500, Intacct, Policy Administration..., Claims Management, Insurance
Education
Binghamton University 1996 — 1997
City University of New York-Brooklyn College 1994 — 1996
Massachusetts Institute of Technology 1990 — 1994
South Shore High School 1987 — 1990
Krystal Ledgister Krystal Ledgister's National Financial Partners Experience February 2012 - Present
Job Receptionist at National Financial Partners
Industry Financial Services
Experience
National Financial Partners February 2012 - Present
Skills
Outlook, Microsoft Excel, Customer Service, Insurance, Administrative..., PowerPoint, Microsoft Office, Microsoft Word, Accounting, Banking, Financial Services, Accounts Receivable, Administration, Finance, Social Media, Accounts Payable, Project Management, Health Insurance, Life Insurance
Education
Berkeley College-New York 2010 — 2013
Bachelor of Arts (BA), International Business
Borough of Manhattan Community College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
National Financial Partners February 2012 - Present
Skills
Outlook, Microsoft Excel, Customer Service, Insurance, Administrative..., PowerPoint, Microsoft Office, Microsoft Word, Accounting, Banking, Financial Services, Accounts Receivable, Administration, Finance, Social Media, Accounts Payable, Project Management, Health Insurance, Life Insurance
Education
Berkeley College-New York 2010 — 2013
Bachelor of Arts (BA), International Business
Borough of Manhattan Community College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Russell Kirsner Russell Kirsner's National Financial Partners Experience April 2003 - February 2006
Job Trade Marketing Manager at VapeWorld
Industry Health, Wellness and Fitness
Experience
VapeWorld November 2014 - Present
Reserveage Organics October 2013 - November 2014
Iceland Health October 2011 - October 2013
Nature's Products, Inc. October 2011 - October 2013
Zimmerman Advertising November 2010 - October 2011
Zimmerman Advertising April 2007 - October 2010
Cundy, Inc February 2006 - April 2007
National Financial Partners April 2003 - February 2006
Skills
Consumer Insights, Consumer Packaged Goods, Customer Engagement, Customer Retention, Quantitative Research, Quantitative Analysis, Qualitative Research, Moderating, Focus Groups, Qualitative Market..., Strategic Planning, Marketing Strategy, Marketing Communications, Product Marketing, Marketing Management, Primary Research, Secondary Research, Keynote (guru), PowerPoint, Presentation Development, Group Presentations, Public Speaking, Analytic Thinking, Trend Analysis, Consumer Trends, Keynote, Consumer Behaviour, Customer Insight, Management, Social Media, Brand Management, Digital Marketing, Marketing, Sales, Brand Development, Integrated Marketing, Marketing Research, Advertising, Copywriting, Creative Direction, FMCG, Direct Marketing, Strategy, Email Marketing, Strategic Partnerships, SEO, Digital Strategy, Market Planning
Education
Florida Atlantic University 2003 — 2005
BA, Business Marketing, Communications
University of Central Florida 2000 — 2002
Associates Degree, General Studies
Allen Stevenson
VapeWorld November 2014 - Present
Reserveage Organics October 2013 - November 2014
Iceland Health October 2011 - October 2013
Nature's Products, Inc. October 2011 - October 2013
Zimmerman Advertising November 2010 - October 2011
Zimmerman Advertising April 2007 - October 2010
Cundy, Inc February 2006 - April 2007
National Financial Partners April 2003 - February 2006
Skills
Consumer Insights, Consumer Packaged Goods, Customer Engagement, Customer Retention, Quantitative Research, Quantitative Analysis, Qualitative Research, Moderating, Focus Groups, Qualitative Market..., Strategic Planning, Marketing Strategy, Marketing Communications, Product Marketing, Marketing Management, Primary Research, Secondary Research, Keynote (guru), PowerPoint, Presentation Development, Group Presentations, Public Speaking, Analytic Thinking, Trend Analysis, Consumer Trends, Keynote, Consumer Behaviour, Customer Insight, Management, Social Media, Brand Management, Digital Marketing, Marketing, Sales, Brand Development, Integrated Marketing, Marketing Research, Advertising, Copywriting, Creative Direction, FMCG, Direct Marketing, Strategy, Email Marketing, Strategic Partnerships, SEO, Digital Strategy, Market Planning
Education
Florida Atlantic University 2003 — 2005
BA, Business Marketing, Communications
University of Central Florida 2000 — 2002
Associates Degree, General Studies
Allen Stevenson
Desiree Hunt's National Financial Partners Experience June 2008 - August 2011
Job Commercial Insurance Client Representative at Emery & Webb Insurance
Industry Insurance
Experience
Insurance August 2011 - Present
National Financial Partners June 2008 - August 2011
Traynor Group January 2007 - June 2008
Gerelli Insurance Agency, Inc. December 2005 - January 2007
Skills
Commercial Insurance, Office Administration
Education
Dutchess Community College
Insurance August 2011 - Present
National Financial Partners June 2008 - August 2011
Traynor Group January 2007 - June 2008
Gerelli Insurance Agency, Inc. December 2005 - January 2007
Skills
Commercial Insurance, Office Administration
Education
Dutchess Community College
Sam Kagen Sam Kagen's National Financial Partners Experience June 2013 - August 2013
Job Honors Accountancy Student and Subject Area Tutor at Arizona State University
Industry Higher Education
Experience
Arizona State University August 2012 - Present
National Financial Partners June 2013 - August 2013
Adelante Leadership Institute 2013 - 2013
Pima Prevention Partnership May 2012 - August 2012
Skills
Accounting, Tutoring
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
B.S., Accountancy with Honors
Arizona State University August 2012 - Present
National Financial Partners June 2013 - August 2013
Adelante Leadership Institute 2013 - 2013
Pima Prevention Partnership May 2012 - August 2012
Skills
Accounting, Tutoring
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
B.S., Accountancy with Honors
Michael Barenie's National Financial Partners Experience May 2014 - Present
Job Tax Intern at National Financial Partners
Industry Investment Management
Experience
National Financial Partners May 2014 - Present
Indiana University Kelley School of Business January 2014 - Present
Town of St. John 2008 - 2012
Skills
People Skills, Mathematics, Helping Others Succeed, Volunteering, Microsoft Excel, Microsoft Word, Problem Solving, QuickBooks
Education
Indiana University Bloomington 2012 — 2016
Supply Chain Management and Technology Management
Lake Cental High School 2008 — 2012
Academic Honors Diploma
National Financial Partners May 2014 - Present
Indiana University Kelley School of Business January 2014 - Present
Town of St. John 2008 - 2012
Skills
People Skills, Mathematics, Helping Others Succeed, Volunteering, Microsoft Excel, Microsoft Word, Problem Solving, QuickBooks
Education
Indiana University Bloomington 2012 — 2016
Supply Chain Management and Technology Management
Lake Cental High School 2008 — 2012
Academic Honors Diploma
Leslie Hancock Leslie Hancock's National Financial Partners Experience June 2014 - August 2014
Job Founder, Chief Ghost & Word Nerd at B2B Ghostwriting
Industry Marketing and Advertising
Experience
B2B Ghostwriting July 2015 - Present
LHancock.com April 1995 - Present
ConneXion360 January 2015 - July 2015
National Financial Partners June 2014 - August 2014
HCB Health January 2013 - March 2014
Victoria Business Magazine January 2002 - December 2003
HRW 1995 - 1997
Skills
Web Content, Public Relations, Marketing Communications, Editing, Social Media, Public Speaking, Writing, Training & Development, Reporting & Analysis, Employee Training, Content Strategy, Social Media Marketing, Digital Marketing, Social Networking, Marketing, Blogging, Training, Editorial, Strategy, Content Development, Advertising, Start-ups, SEO, E-commerce
Education
Coursera 2012 — 2015
Scientific and Medical Writing
Lamar University
M.Ed., Management and Leadership
University of North Texas
MA, English
University of North Texas
BA, English
B2B Ghostwriting July 2015 - Present
LHancock.com April 1995 - Present
ConneXion360 January 2015 - July 2015
National Financial Partners June 2014 - August 2014
HCB Health January 2013 - March 2014
Victoria Business Magazine January 2002 - December 2003
HRW 1995 - 1997
Skills
Web Content, Public Relations, Marketing Communications, Editing, Social Media, Public Speaking, Writing, Training & Development, Reporting & Analysis, Employee Training, Content Strategy, Social Media Marketing, Digital Marketing, Social Networking, Marketing, Blogging, Training, Editorial, Strategy, Content Development, Advertising, Start-ups, SEO, E-commerce
Education
Coursera 2012 — 2015
Scientific and Medical Writing
Lamar University
M.Ed., Management and Leadership
University of North Texas
MA, English
University of North Texas
BA, English
Maggie Brutnell Maggie Brutnell's National Financial Partners Experience July 2015 - Present
Job
Industry Insurance
Experience
National Financial Partners July 2015 - Present
A Healthy Look Within February 2012 - Present
Commuter Benefit Solutions May 2013 - April 2015
United Benefit Services November 2012 - March 2013
ING Employee Benefits December 2008 - May 2012
Clean Harbors September 2007 - October 2008
Aon Hewitt 2006 - 2007
Corporate Consulting Services 1999 - 2006
Frenkel & Company 1998 - 1999
Cigna 1989 - 1998
Skills
Employee Benefits, Human Resources, Wellness, Account Management, Customer Service, Insurance, Benefits Administration, Training, Process Improvement, Coaching, Healthcare, Disability Insurance, Brokers, Managed Care, Employee Relations, Performance Management, Employee Wellness, Vendor Management, Health Insurance, Building Relationships, Wellness Coaching, Health Savings Accounts, COBRA, Project Management, Negotiation, Employee Wellness..., Marketing, Delivering Results, Life & Health License, Listener, High Touch, Employee Benefits Design, New Hire Orientations, Health Care Reform, Customer Engagement, Succession Planning, Employee Engagement, Talent Management, Outlook, Voluntary Products, Licensed Life & Health..., Benefit Communication, PeopleSoft, Group Benefit Plans, Personal Development, Lifestyle, Onboarding, Management
Education
Wharton School of Business 2006 — 2015
Certified Employee Benefits Specialist, Group Benefit Advisor
Institute of Integrated Nutrition 2011 — 2012
Certified Health Coach, Foods, Nutrition, and Wellness Studies, General
Emmanuel College
Bachelor's Degree, Business Administration / Political Science
Western New England University
MBA, Business Mgt / Healthcare Admin
National Financial Partners July 2015 - Present
A Healthy Look Within February 2012 - Present
Commuter Benefit Solutions May 2013 - April 2015
United Benefit Services November 2012 - March 2013
ING Employee Benefits December 2008 - May 2012
Clean Harbors September 2007 - October 2008
Aon Hewitt 2006 - 2007
Corporate Consulting Services 1999 - 2006
Frenkel & Company 1998 - 1999
Cigna 1989 - 1998
Skills
Employee Benefits, Human Resources, Wellness, Account Management, Customer Service, Insurance, Benefits Administration, Training, Process Improvement, Coaching, Healthcare, Disability Insurance, Brokers, Managed Care, Employee Relations, Performance Management, Employee Wellness, Vendor Management, Health Insurance, Building Relationships, Wellness Coaching, Health Savings Accounts, COBRA, Project Management, Negotiation, Employee Wellness..., Marketing, Delivering Results, Life & Health License, Listener, High Touch, Employee Benefits Design, New Hire Orientations, Health Care Reform, Customer Engagement, Succession Planning, Employee Engagement, Talent Management, Outlook, Voluntary Products, Licensed Life & Health..., Benefit Communication, PeopleSoft, Group Benefit Plans, Personal Development, Lifestyle, Onboarding, Management
Education
Wharton School of Business 2006 — 2015
Certified Employee Benefits Specialist, Group Benefit Advisor
Institute of Integrated Nutrition 2011 — 2012
Certified Health Coach, Foods, Nutrition, and Wellness Studies, General
Emmanuel College
Bachelor's Degree, Business Administration / Political Science
Western New England University
MBA, Business Mgt / Healthcare Admin
Marj Wormald Marj Wormald's National Financial Partners Experience September 2013 - Present
Job HR Professional with expertise in Benefits Administration and Payroll Processing
Industry Human Resources
Experience
National Financial Partners September 2013 - Present
HomePro, Inc. December 2012 - July 2013
Taylor July 2008 - November 2012
Taylor July 2008 - December 2009
Lowe's Home Improvement July 2006 - August 2007
Skills
Employee Benefits, Public Relations, Human Resources, Benefits Administration, Recruiting, Payroll, Media Relations, ADP Payroll
Education
Kansas City Art Institute
Bachelor of Fine Arts, Sculpture
The University of Texas at Austin
Studio Art Degree Program
National Financial Partners September 2013 - Present
HomePro, Inc. December 2012 - July 2013
Taylor July 2008 - November 2012
Taylor July 2008 - December 2009
Lowe's Home Improvement July 2006 - August 2007
Skills
Employee Benefits, Public Relations, Human Resources, Benefits Administration, Recruiting, Payroll, Media Relations, ADP Payroll
Education
Kansas City Art Institute
Bachelor of Fine Arts, Sculpture
The University of Texas at Austin
Studio Art Degree Program
Caleb Noel Caleb Noel's National Financial Partners Experience December 2000 - December 2005
Job Senior Vice President at NFP
Industry Financial Services
Experience
NFP October 2007 - Present
Scottish Re January 2006 - October 2007
National Financial Partners December 2000 - December 2005
Prudential Securities 1998 - 2000
Skills
Insurance, Investments, Mergers, Capital Markets, Financial Modeling, Underwriting, Corporate Finance, Financial Analysis, Valuation, Financial Services, Strategic Financial..., Investment Banking, Employee Benefits, Due Diligence, Strategic Planning, Life Insurance
Education
Georgetown University 1994 — 1998
BSBA, Finance and International Business, Cum Laude
NFP October 2007 - Present
Scottish Re January 2006 - October 2007
National Financial Partners December 2000 - December 2005
Prudential Securities 1998 - 2000
Skills
Insurance, Investments, Mergers, Capital Markets, Financial Modeling, Underwriting, Corporate Finance, Financial Analysis, Valuation, Financial Services, Strategic Financial..., Investment Banking, Employee Benefits, Due Diligence, Strategic Planning, Life Insurance
Education
Georgetown University 1994 — 1998
BSBA, Finance and International Business, Cum Laude
Timothy Shands Timothy Shands's National Financial Partners Experience July 2008 - November 2008
Job YALP Instructor at The Door A Center of Alternatives
Industry Education Management
Experience
The Door - A Center of Alternatives September 2014 - Present
The Fortune Society 2012 - 2014
Cypress Hills Local Development Corporation September 2010 - March 2012
Research Foundation of CUNY September 2008 - March 2012
City College of New York January 2008 - March 2012
National Financial Partners July 2008 - November 2008
Paramount BioCapital Asset Management February 1996 - May 2008
St. Christopher Ottile Foster Care Facility September 1997 - December 1998
Salvation Army Adult Rehabilitation Center July 1993 - May 1995
Skills
Teaching, Curriculum Design, Public Speaking, Program Development, Management, Community Outreach, Leadership, Classroom, Nonprofits, Higher Education, Program Evaluation, Research, Volunteer Management, Youth Development
Education
City College of New York 2005 — 2008
M.A. (completed course requirements), Sociology, 4.0
City University of New York-Hunter College 1999 — 2005
Bachelor of Arts, Sociology
LaGuardia Community College 1996 — 1999
Associate, Human Services
Resource Training Center
The Door - A Center of Alternatives September 2014 - Present
The Fortune Society 2012 - 2014
Cypress Hills Local Development Corporation September 2010 - March 2012
Research Foundation of CUNY September 2008 - March 2012
City College of New York January 2008 - March 2012
National Financial Partners July 2008 - November 2008
Paramount BioCapital Asset Management February 1996 - May 2008
St. Christopher Ottile Foster Care Facility September 1997 - December 1998
Salvation Army Adult Rehabilitation Center July 1993 - May 1995
Skills
Teaching, Curriculum Design, Public Speaking, Program Development, Management, Community Outreach, Leadership, Classroom, Nonprofits, Higher Education, Program Evaluation, Research, Volunteer Management, Youth Development
Education
City College of New York 2005 — 2008
M.A. (completed course requirements), Sociology, 4.0
City University of New York-Hunter College 1999 — 2005
Bachelor of Arts, Sociology
LaGuardia Community College 1996 — 1999
Associate, Human Services
Resource Training Center
John Conti John Conti's National Financial Partners Experience 2006 - 2007
Job VP, Firm Services at Lion Street
Industry Insurance
Experience
Lion Street July 2015 - Present
NFP Life 2010 - 2015
NFP 2007 - 2010
National Financial Partners 2006 - 2007
National Financial Partners 2003 - 2006
National Financial Partners 2001 - 2003
Skills
Training, Instructional Design, Program Management, Vendor Management, Coaching, Project Management, Strategic Planning, Analytics, Process Improvement, Marketing Strategy, Insurance, Management, Team Building, Leadership, Marketing, Employee Benefits, Financial Services, Life Insurance
Education
Creighton University
BSBA, Management Information Systems
Creighton University
Lion Street July 2015 - Present
NFP Life 2010 - 2015
NFP 2007 - 2010
National Financial Partners 2006 - 2007
National Financial Partners 2003 - 2006
National Financial Partners 2001 - 2003
Skills
Training, Instructional Design, Program Management, Vendor Management, Coaching, Project Management, Strategic Planning, Analytics, Process Improvement, Marketing Strategy, Insurance, Management, Team Building, Leadership, Marketing, Employee Benefits, Financial Services, Life Insurance
Education
Creighton University
BSBA, Management Information Systems
Creighton University
Stacy Isquith-Donck Stacy Isquith-Donck's National Financial Partners Experience February 2006 - March 2007
Job Strategic Relationship Manager at Voya
Industry Human Resources
Experience
Voya Financial April 2013 - Present
Mercer March 2007 - April 2013
NY Metro Chapter of ISCEBS January 2011 - December 2011
National Financial Partners February 2006 - March 2007
Vivendi Universal June 2002 - April 2005
Fidelity Investments September 1995 - June 2002
Skills
ERISA, Executive Compensation, Compensation, Mergers, Client Relationship..., Health Insurance, Benefits Outsourcing, Compensation & Benefits..., Key Account..., Relationship Management, Change Management, Executive Pay, Outsourcing, Mergers & Acquisitions, Vendor Management, Strategy, Deferred Compensation, Pensions, HR Policies, Retirement Planning, HR Consulting, Defined Contribution, Human Resources, Retirement, CRM, COBRA, Performance Management, Risk Management, Employee Benefits
Education
University of Pennsylvania 1985 — 1989
Bachelors, European History
Clark University 1999 — 2001
MS, Communications
Voya Financial April 2013 - Present
Mercer March 2007 - April 2013
NY Metro Chapter of ISCEBS January 2011 - December 2011
National Financial Partners February 2006 - March 2007
Vivendi Universal June 2002 - April 2005
Fidelity Investments September 1995 - June 2002
Skills
ERISA, Executive Compensation, Compensation, Mergers, Client Relationship..., Health Insurance, Benefits Outsourcing, Compensation & Benefits..., Key Account..., Relationship Management, Change Management, Executive Pay, Outsourcing, Mergers & Acquisitions, Vendor Management, Strategy, Deferred Compensation, Pensions, HR Policies, Retirement Planning, HR Consulting, Defined Contribution, Human Resources, Retirement, CRM, COBRA, Performance Management, Risk Management, Employee Benefits
Education
University of Pennsylvania 1985 — 1989
Bachelors, European History
Clark University 1999 — 2001
MS, Communications
Jonathan Landes's National Financial Partners Experience April 2005 - July 2010
Job Controller at Tiptree Financial Inc.
Industry Financial Services
Experience
Tiptree Financial Inc. August 2013 - Present
AIG Property Casualty International (formerly Chartis) October 2010 - August 2013
National Financial Partners April 2005 - July 2010
KPMG August 2001 - April 2005
Skills
Financial Analysis, Strategic Financial..., Due Diligence, Financial Modeling, Corporate Finance, Cash Management, Managerial Finance, Securities, Private Equity, Risk Management, Financial Audits, US GAAP, Management, Capital Markets, Tax, Financial Services, SEC filings, Financial Statements, GAAP, Executive Management, Business Valuation, Valuation, Enterprise Risk..., Internal Controls, Leadership, Finance, General Ledger, Internal Audit, Asset Management
Education
Indiana University - Kelley School of Business 1997 — 2001
Bachelor of Science, Accounting
Indiana University Bloomington 1997 — 2001
BS, Accounting
Tiptree Financial Inc. August 2013 - Present
AIG Property Casualty International (formerly Chartis) October 2010 - August 2013
National Financial Partners April 2005 - July 2010
KPMG August 2001 - April 2005
Skills
Financial Analysis, Strategic Financial..., Due Diligence, Financial Modeling, Corporate Finance, Cash Management, Managerial Finance, Securities, Private Equity, Risk Management, Financial Audits, US GAAP, Management, Capital Markets, Tax, Financial Services, SEC filings, Financial Statements, GAAP, Executive Management, Business Valuation, Valuation, Enterprise Risk..., Internal Controls, Leadership, Finance, General Ledger, Internal Audit, Asset Management
Education
Indiana University - Kelley School of Business 1997 — 2001
Bachelor of Science, Accounting
Indiana University Bloomington 1997 — 2001
BS, Accounting
Dodd McGough Dodd McGough's National Financial Partners Experience February 2000 - August 2008
Job Managing Member at Strategy Basecamp LLC
Industry Financial Services
Experience
Strategy Basecamp April 2013 - Present
Three Runs Consulting, LLC January 2010 - Present
Self Employed January 2009 - December 2009
National Financial Partners February 2000 - August 2008
Bisys Consulting, Inc/Securities Consultants International December 1997 - January 2000
Securities Service Network January 1997 - December 1997
Keogler Morgan 1996 - 1996
NASD District 7 1987 - 1990
Skills
Investment Advisory, Securities, Wealth Management, Mutual Funds, Retirement Planning, Investments, Alternative Investments, Retirement, Asset Managment, Strategic Financial..., Estate Planning, FINRA, Asset Allocation, Broker-Dealer, Financial Services, ETFs, Relationship Management, Mergers, Investment Banking, Due Diligence, Management Consulting, Executive Management, Financial Advisory, Financial Risk, Risk Management, Asset Management, Trading, Options, Mergers & Acquisitions, Fixed Income, Equities, Hedge Funds, Portfolio Management, Wealth, 401k, Life Insurance, Fixed Annuities, Investment Management, Financial Planning
Education
Auburn University 1983 — 1987
BSBA, Finance
Strategy Basecamp April 2013 - Present
Three Runs Consulting, LLC January 2010 - Present
Self Employed January 2009 - December 2009
National Financial Partners February 2000 - August 2008
Bisys Consulting, Inc/Securities Consultants International December 1997 - January 2000
Securities Service Network January 1997 - December 1997
Keogler Morgan 1996 - 1996
NASD District 7 1987 - 1990
Skills
Investment Advisory, Securities, Wealth Management, Mutual Funds, Retirement Planning, Investments, Alternative Investments, Retirement, Asset Managment, Strategic Financial..., Estate Planning, FINRA, Asset Allocation, Broker-Dealer, Financial Services, ETFs, Relationship Management, Mergers, Investment Banking, Due Diligence, Management Consulting, Executive Management, Financial Advisory, Financial Risk, Risk Management, Asset Management, Trading, Options, Mergers & Acquisitions, Fixed Income, Equities, Hedge Funds, Portfolio Management, Wealth, 401k, Life Insurance, Fixed Annuities, Investment Management, Financial Planning
Education
Auburn University 1983 — 1987
BSBA, Finance
Shaemus Nordine's National Financial Partners Experience August 2004 - November 2004
Job Avionics Technician III
Industry Defense & Space
Experience
URS Corporation, An AECOM Company September 2015 - Present
Alog Corp. June 2013 - December 2014
Sentel Corporation December 2008 - June 2013
Camber Corporation 2005 - 2008
National Financial Partners August 2004 - November 2004
Camber Corporation December 2002 - February 2004
1stBuy.com, Inc. June 1998 - December 2000
1stBuy.com, Inc. January 1998 - June 1998
Skills
DoD, Security Clearance, Military, Defense, Systems Engineering, Army, Military Operations, Government Contracting, Program Management, Security, Training, Radar, National Security, Logistics, Troubleshooting, Government, Proposal Writing, Process Improvement, Integration, Technical Writing, Software Documentation, Testing, Procurement, Team Building, Analysis, Project Planning, Leadership, Logistics Management, Management, Project Management, Information Assurance, Earned Value Management, Biodefense, Maintenance Management, Maintenance & Repair, Planned Preventative..., Computer Network..., Computer Hardware, Computer Proficiency, Computer Maintenance, Computer Repair, Supply Chain Management, Supply Chain, Supply Chain Operations, IT Project & Program..., Microsoft Office, Microsoft Word, System Administration, Safety Management..., Networking
Education
Georgia Southern University 1990 — 1995
Interdisciplinary Studies (minors in Business, International studies, and Culture and Society)
Georgia Institute of Technology 1989 — 1990
Aerospace, Aeronautical and Astronautical Engineering
URS Corporation, An AECOM Company September 2015 - Present
Alog Corp. June 2013 - December 2014
Sentel Corporation December 2008 - June 2013
Camber Corporation 2005 - 2008
National Financial Partners August 2004 - November 2004
Camber Corporation December 2002 - February 2004
1stBuy.com, Inc. June 1998 - December 2000
1stBuy.com, Inc. January 1998 - June 1998
Skills
DoD, Security Clearance, Military, Defense, Systems Engineering, Army, Military Operations, Government Contracting, Program Management, Security, Training, Radar, National Security, Logistics, Troubleshooting, Government, Proposal Writing, Process Improvement, Integration, Technical Writing, Software Documentation, Testing, Procurement, Team Building, Analysis, Project Planning, Leadership, Logistics Management, Management, Project Management, Information Assurance, Earned Value Management, Biodefense, Maintenance Management, Maintenance & Repair, Planned Preventative..., Computer Network..., Computer Hardware, Computer Proficiency, Computer Maintenance, Computer Repair, Supply Chain Management, Supply Chain, Supply Chain Operations, IT Project & Program..., Microsoft Office, Microsoft Word, System Administration, Safety Management..., Networking
Education
Georgia Southern University 1990 — 1995
Interdisciplinary Studies (minors in Business, International studies, and Culture and Society)
Georgia Institute of Technology 1989 — 1990
Aerospace, Aeronautical and Astronautical Engineering
Stephanie Olson's National Financial Partners Experience March 2000 - January 2009
Job Partner, Fluet Huber + Hoang PLLC
Industry Law Practice
Experience
Fluet Huber + Hoang PLLC January 2013 - Present
Frejka PLLC 2015 - 2015
Lenox Wealth Advisors January 2012 - January 2013
Fifth Avenue Financial January 2009 - January 2013
Lenox Advisors January 2009 - January 2013
National Financial Partners March 2000 - January 2009
Morrison & Foerster LLP November 1998 - March 2000
Dewey & LeBoeuf LLP (fka LeBoeuf, Lamb, Greene & MacRae) September 1995 - November 1998
Skills
Securities, Insurance, Investments, Asset Management, Mergers & Acquisitions, Estate Planning, FINRA, Corporate Governance, Private Equity, Executive Management, Finance, Licensing, Financial Services, Venture Capital, Due Diligence, Strategy, Intellectual Property, Start-ups, Corporate Law, Legal Writing, IPO, Legal Advice, Corporate Finance, General Corporate..., Securities Regulation, Securities Offerings, Corporate Communications, Business Transactions, Cross-border..., Litigation, Joint Ventures
Education
Georgetown University Law Center 1991 — 1995
Doctor of Law (JD)
Georgetown University - The McDonough School of Business 1992 — 1995
MBA, Finance, General
Georgetown University 1986 — 1990
BA, International Relations
Fluet Huber + Hoang PLLC January 2013 - Present
Frejka PLLC 2015 - 2015
Lenox Wealth Advisors January 2012 - January 2013
Fifth Avenue Financial January 2009 - January 2013
Lenox Advisors January 2009 - January 2013
National Financial Partners March 2000 - January 2009
Morrison & Foerster LLP November 1998 - March 2000
Dewey & LeBoeuf LLP (fka LeBoeuf, Lamb, Greene & MacRae) September 1995 - November 1998
Skills
Securities, Insurance, Investments, Asset Management, Mergers & Acquisitions, Estate Planning, FINRA, Corporate Governance, Private Equity, Executive Management, Finance, Licensing, Financial Services, Venture Capital, Due Diligence, Strategy, Intellectual Property, Start-ups, Corporate Law, Legal Writing, IPO, Legal Advice, Corporate Finance, General Corporate..., Securities Regulation, Securities Offerings, Corporate Communications, Business Transactions, Cross-border..., Litigation, Joint Ventures
Education
Georgetown University Law Center 1991 — 1995
Doctor of Law (JD)
Georgetown University - The McDonough School of Business 1992 — 1995
MBA, Finance, General
Georgetown University 1986 — 1990
BA, International Relations
Jackie Villanueva's National Financial Partners Experience April 2013 - February 2014
Job Award Winning Producer, Marketing, and Social Media
Industry Motion Pictures and Film
Experience
Austin Latino Film Association April 2014 - Present
Texas State Low Cost Insurance January 2014 - Present
National Financial Partners April 2013 - February 2014
Woodforest National Bank April 2012 - April 2013
Skills
Film Production, Digital Photography, Outlook, Videography, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Editing, Microsoft Office, Customer Service, English, Windows, Teaching, Protool, Symitar, Windows 7, Image Editing, Sound Editing, Screenplays, DJ, Editorial, News Writing, Sales, Adminsitration, Marketing, Social Media Marketing, Social Media
Education
Austin Community College 2011 — 2013
Associate of Arts and Sciences (AAS), Radio-TV-Film
Austin Community College 2011 — 2013
Radio and Television
Austin Latino Film Association April 2014 - Present
Texas State Low Cost Insurance January 2014 - Present
National Financial Partners April 2013 - February 2014
Woodforest National Bank April 2012 - April 2013
Skills
Film Production, Digital Photography, Outlook, Videography, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Editing, Microsoft Office, Customer Service, English, Windows, Teaching, Protool, Symitar, Windows 7, Image Editing, Sound Editing, Screenplays, DJ, Editorial, News Writing, Sales, Adminsitration, Marketing, Social Media Marketing, Social Media
Education
Austin Community College 2011 — 2013
Associate of Arts and Sciences (AAS), Radio-TV-Film
Austin Community College 2011 — 2013
Radio and Television
Sarah Gormley's National Financial Partners Experience 2003 - 2005
Job VP, Brand Marketing
Industry Marketing and Advertising
Experience
Adobe September 2015 - Present
Girl Scouts of the USA October 2012 - August 2015
Merchant Exchange July 2011 - October 2012
Martha Stewart Living Omnimedia December 2010 - July 2011
IMAX 2005 - 2010
National Financial Partners 2003 - 2005
Fleishman-Hillard 1999 - 2003
Skills
Business Transformation, Change Management, Marketing Strategy, Business Strategy, Brand Development, Brand Management, Strategic Communications, Digital Marketing, Non-profit Leadership, Crisis Communications, Investor Relations, Corporate Communications, Media Relations, Internal Communications, Public Relations, Direct Marketing, Social Media, Marketing
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA, Strategic Management, Marketing, Operations
DePauw University 1990 — 1994
BA, English Literature
Adobe September 2015 - Present
Girl Scouts of the USA October 2012 - August 2015
Merchant Exchange July 2011 - October 2012
Martha Stewart Living Omnimedia December 2010 - July 2011
IMAX 2005 - 2010
National Financial Partners 2003 - 2005
Fleishman-Hillard 1999 - 2003
Skills
Business Transformation, Change Management, Marketing Strategy, Business Strategy, Brand Development, Brand Management, Strategic Communications, Digital Marketing, Non-profit Leadership, Crisis Communications, Investor Relations, Corporate Communications, Media Relations, Internal Communications, Public Relations, Direct Marketing, Social Media, Marketing
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA, Strategic Management, Marketing, Operations
DePauw University 1990 — 1994
BA, English Literature
Madaiah Somaiah Madaiah Somaiah's National Financial Partners Experience March 2013 - May 2013
Job At Microsoft from Wipro Technology
Industry Information Technology and Services
Experience
Wipro February 2015 - Present
kgb May 2013 - August 2014
National Financial Partners March 2013 - May 2013
Dell May 2012 - February 2013
Global Hi-Tech, NJ July 2010 - March 2012
Micro Circuits, India February 2009 - March 2010
Skills
Testing, SDLC, Quality Center, Test Planning, Quality Assurance, Regression Testing, User Acceptance Testing, Manual Testing, Test Automation, System Testing, QTP, Unix, Test Cases, Agile Methodologies, Integration, Performance Testing, LoadRunner, Test Strategy, Web Applications, Waterfall, Functional Testing, Analysis, Requirements Analysis, Black Box Testing, Software Project..., Process Improvement
Education
Christ College - Bangalore 1985 — 1989
Bachelor's degree, Commerce
Cathedral High school, Bangalore, India 1972 — 1984
High school
Wipro February 2015 - Present
kgb May 2013 - August 2014
National Financial Partners March 2013 - May 2013
Dell May 2012 - February 2013
Global Hi-Tech, NJ July 2010 - March 2012
Micro Circuits, India February 2009 - March 2010
Skills
Testing, SDLC, Quality Center, Test Planning, Quality Assurance, Regression Testing, User Acceptance Testing, Manual Testing, Test Automation, System Testing, QTP, Unix, Test Cases, Agile Methodologies, Integration, Performance Testing, LoadRunner, Test Strategy, Web Applications, Waterfall, Functional Testing, Analysis, Requirements Analysis, Black Box Testing, Software Project..., Process Improvement
Education
Christ College - Bangalore 1985 — 1989
Bachelor's degree, Commerce
Cathedral High school, Bangalore, India 1972 — 1984
High school
Andrine Clarke's National Financial Partners Experience April 2011 - December 2014
Job Senior Business Analyst at Schoology
Industry Information Services
Experience
Schoology January 2015 - Present
National Financial Partners April 2011 - December 2014
Thomson Reuters September 2008 - December 2010
The Thomson Corporation May 2005 - June 2008
Pediatrix Medical Group April 2004 - April 2005
Skills
Analytics, Requirements Analysis, Business Intelligence, Business Analysis, Salesforce.com, Project Management, CRM, Process Improvement, Integration, Analysis
Education
Florida Institute of Technology 2000 — 2003
MS, Applied Aviation Safety
Vaughn College of Aeronautics and Technology 1995 — 2000
BS, Aviation Maintenance
Schoology January 2015 - Present
National Financial Partners April 2011 - December 2014
Thomson Reuters September 2008 - December 2010
The Thomson Corporation May 2005 - June 2008
Pediatrix Medical Group April 2004 - April 2005
Skills
Analytics, Requirements Analysis, Business Intelligence, Business Analysis, Salesforce.com, Project Management, CRM, Process Improvement, Integration, Analysis
Education
Florida Institute of Technology 2000 — 2003
MS, Applied Aviation Safety
Vaughn College of Aeronautics and Technology 1995 — 2000
BS, Aviation Maintenance
Hunter Dougherty Hunter Dougherty's National Financial Partners Experience May 2013 - September 2013
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
National Financial Partners May 2013 - September 2013
Bryce Harlow Foundation September 2012 - May 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Leaders Financial Company June 2011 - August 2011
Skills
Public Speaking, Financial Analysis, Economics, International Relations, Spanish, Industry Research, Social Media, Event Planning, Wordpress, InDesign, Copy Editing, Adobe, Microsoft Office
Education
Georgetown University 2011 — 2015
Bachelors of Science in Foreign Service, International Economics, 3.86
London School of Economics and Political Science 2013 — 2014
General Course
Delbarton School 2005 — 2011
New Jersey Scholars Program 2010 — 2010
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
National Financial Partners May 2013 - September 2013
Bryce Harlow Foundation September 2012 - May 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Leaders Financial Company June 2011 - August 2011
Skills
Public Speaking, Financial Analysis, Economics, International Relations, Spanish, Industry Research, Social Media, Event Planning, Wordpress, InDesign, Copy Editing, Adobe, Microsoft Office
Education
Georgetown University 2011 — 2015
Bachelors of Science in Foreign Service, International Economics, 3.86
London School of Economics and Political Science 2013 — 2014
General Course
Delbarton School 2005 — 2011
New Jersey Scholars Program 2010 — 2010
Myrna Serrano's National Financial Partners Experience May 2007 - December 2008
Job Payroll Associate at Hunter Douglas
Industry Law Practice
Experience
Hunter Douglas June 2013 - Present
Fast Retailing November 2012 - June 2013
Schulte Roth & Zabel LLP March 2012 - October 2012
Dewey & LeBoeuf LLP December 2008 - March 2012
National Financial Partners May 2007 - December 2008
ADP August 2005 - May 2007
Skills
Employee Relations, Human Resources, Employee Benefits, ADP Payroll, HRIS, Benefits Administration, Payroll, Deferred Compensation, Personnel Management, New Hire Orientations, Talent Acquisition, Employment Law, Talent Management, Performance Management, College Recruiting, HR Policies
Education
Essex County College 1995 — 1996
English
William Paterson University of New Jersey 1994 — 1995
English
Hunter Douglas June 2013 - Present
Fast Retailing November 2012 - June 2013
Schulte Roth & Zabel LLP March 2012 - October 2012
Dewey & LeBoeuf LLP December 2008 - March 2012
National Financial Partners May 2007 - December 2008
ADP August 2005 - May 2007
Skills
Employee Relations, Human Resources, Employee Benefits, ADP Payroll, HRIS, Benefits Administration, Payroll, Deferred Compensation, Personnel Management, New Hire Orientations, Talent Acquisition, Employment Law, Talent Management, Performance Management, College Recruiting, HR Policies
Education
Essex County College 1995 — 1996
English
William Paterson University of New Jersey 1994 — 1995
English
John Freiburger's National Financial Partners Experience January 2001 - Present
Job Wealth Manager and Author of Strictly Business, Planning Strategies for Privately Owned Companies
Industry Financial Services
Experience
Ageology 2011 - Present
First Community Financial Bank 2008 - Present
National Financial Partners January 2001 - Present
Saint Joseph's College of Indiana 1998 - Present
Partners Financial 1995 - Present
Partners Wealth Management March 1991 - Present
Northwestern Mutual Life 1991 - 2001
Spiegel, Inc. February 1988 - April 1991
The Signature Group June 1987 - February 1988
Skills
Wealth Management, Asset Protection, Investment Management, Insurance, Business Planning, Risk Management, Securities, Tax, Expert Witness, Divorce Mediation, Public Speaking, Strategic Financial..., Investment Advisory, Finance, Estate Planning, Financial Advisory, Life Insurance, 401k, Alternative Investments, Financial Planners, Retirement Planning, Fixed Annuities, Strategy, Wealth, Financial Services, Wealth Management..., Retirement, Banking, Investments, Series 7, Mutual Funds, Asset Allocation, Disability Insurance, Long-term Care, Asset Managment, Series 63, IRAs, Investment Strategies, Employee Benefits, Portfolio Management, Series 6, High Net Worth..., Pensions, Term Life Insurance, FINRA, Executive Pay, Wealth Accumulation, Uniform Combined State..., Estate Tax Planning, Trust Services
Education
The American College 1998 — 2000
Masters of Science, Financial Services
DePaul University 1989 — 1991
Masters in Business Administration, Marketing
St. Joseph's College (IN) 1983 — 1987
Bachelor, Management/Marketing Information Systems
Bishop Dwenger High School 1979 — 1983
Ageology 2011 - Present
First Community Financial Bank 2008 - Present
National Financial Partners January 2001 - Present
Saint Joseph's College of Indiana 1998 - Present
Partners Financial 1995 - Present
Partners Wealth Management March 1991 - Present
Northwestern Mutual Life 1991 - 2001
Spiegel, Inc. February 1988 - April 1991
The Signature Group June 1987 - February 1988
Skills
Wealth Management, Asset Protection, Investment Management, Insurance, Business Planning, Risk Management, Securities, Tax, Expert Witness, Divorce Mediation, Public Speaking, Strategic Financial..., Investment Advisory, Finance, Estate Planning, Financial Advisory, Life Insurance, 401k, Alternative Investments, Financial Planners, Retirement Planning, Fixed Annuities, Strategy, Wealth, Financial Services, Wealth Management..., Retirement, Banking, Investments, Series 7, Mutual Funds, Asset Allocation, Disability Insurance, Long-term Care, Asset Managment, Series 63, IRAs, Investment Strategies, Employee Benefits, Portfolio Management, Series 6, High Net Worth..., Pensions, Term Life Insurance, FINRA, Executive Pay, Wealth Accumulation, Uniform Combined State..., Estate Tax Planning, Trust Services
Education
The American College 1998 — 2000
Masters of Science, Financial Services
DePaul University 1989 — 1991
Masters in Business Administration, Marketing
St. Joseph's College (IN) 1983 — 1987
Bachelor, Management/Marketing Information Systems
Bishop Dwenger High School 1979 — 1983
Natasa Vasilev Valocchi Natasa Vasilev Valocchi's National Financial Partners Experience January 2009 - September 2010
Job Event Manager @ IBM Account for George P Johnson
Industry Nonprofit Organization Management
Experience
George P Johnson July 2010 - Present
National Financial Partners January 2009 - September 2010
R.O.C.K., Ride on Center for Kids October 2008 - July 2010
Junior League of Austin January 2009 - April 2010
Junior League of Austin June 2007 - November 2009
Skills
Event Management, Event Planning, Public Relations, Social Media, Fundraising, Marketing, Leadership, Management, Sales, Marketing Communications, Social Media Marketing, Program Management, Research, Strategic Planning, Corporate Events, Social Networking, Strategy, Public Speaking, Sponsorship, Trade Shows, Marketing Strategy, Advertising, Integrated Marketing, Lead Generation, Project Management, Relationship Marketing, Meeting Planning, Hospitality, Business Strategy, Budgets, Editing, Training
Education
Fashion Institute of Design & Merchandising
George P Johnson July 2010 - Present
National Financial Partners January 2009 - September 2010
R.O.C.K., Ride on Center for Kids October 2008 - July 2010
Junior League of Austin January 2009 - April 2010
Junior League of Austin June 2007 - November 2009
Skills
Event Management, Event Planning, Public Relations, Social Media, Fundraising, Marketing, Leadership, Management, Sales, Marketing Communications, Social Media Marketing, Program Management, Research, Strategic Planning, Corporate Events, Social Networking, Strategy, Public Speaking, Sponsorship, Trade Shows, Marketing Strategy, Advertising, Integrated Marketing, Lead Generation, Project Management, Relationship Marketing, Meeting Planning, Hospitality, Business Strategy, Budgets, Editing, Training
Education
Fashion Institute of Design & Merchandising
Charles (Chuck) DeFilippo's National Financial Partners Experience 2005 - 2008
Job Business Analyst, Operations Leader
Industry Information Services
Experience
Solutions3000/National Western Life Insurance April 2015 - Present
VioS, Inc March 2015 - Present
NFP - National Financial Partners 2012 - 2015
Volente Insurance Partners (VIP Insurance) 2009 - 2012
National Financial Partners 2005 - 2008
John Hancock 1998 - 2005
Skills
Vendor Management, Management, Insurance, Employee Benefits, Insurance Agency..., Human Resources, Life Insurance, Salesforce.com, Risk Management, Project Management, Financial Services, New Business Development, Relationship Management, Sales, Retirement, Customer Service, Contract Negotiation, Marketing, 401k, Leadership, Team Building, Executive Management
Education
Assumption College
Bachelor's Degree, Politics
Leominster High School
Solutions3000/National Western Life Insurance April 2015 - Present
VioS, Inc March 2015 - Present
NFP - National Financial Partners 2012 - 2015
Volente Insurance Partners (VIP Insurance) 2009 - 2012
National Financial Partners 2005 - 2008
John Hancock 1998 - 2005
Skills
Vendor Management, Management, Insurance, Employee Benefits, Insurance Agency..., Human Resources, Life Insurance, Salesforce.com, Risk Management, Project Management, Financial Services, New Business Development, Relationship Management, Sales, Retirement, Customer Service, Contract Negotiation, Marketing, 401k, Leadership, Team Building, Executive Management
Education
Assumption College
Bachelor's Degree, Politics
Leominster High School
Patrick J. Flanagan Patrick J. Flanagan's National Financial Partners Experience July 2006 - October 2009
Job Medicus Insurance Company
Industry Insurance
Experience
Medicus Insurance Company February 2012 - Present
Capitol Wealth Strategies February 2011 - February 2012
IPS Advisors November 2009 - February 2011
National Financial Partners July 2006 - October 2009
Skills
Medical Malpractice..., Professional Liability..., Medical Malpractice, Professional Liability, Property & Casualty..., Marketing, Mergers & Acquisitions, Commercial Insurance, Retirement, Insurance, Estate Planning, Sales, Disability Insurance, Accident, Strategic Planning, Liability, Underwriting, Risk Management, Negotiation, New Business Development
Education
Maastricht University 2001 — 2001
International Marketing, International Business - Summer Semester
Xavier University - Williams College of Business 1997 — 2001
B.S., Marketing
Loyola Academy 1994 — 1997
Medicus Insurance Company February 2012 - Present
Capitol Wealth Strategies February 2011 - February 2012
IPS Advisors November 2009 - February 2011
National Financial Partners July 2006 - October 2009
Skills
Medical Malpractice..., Professional Liability..., Medical Malpractice, Professional Liability, Property & Casualty..., Marketing, Mergers & Acquisitions, Commercial Insurance, Retirement, Insurance, Estate Planning, Sales, Disability Insurance, Accident, Strategic Planning, Liability, Underwriting, Risk Management, Negotiation, New Business Development
Education
Maastricht University 2001 — 2001
International Marketing, International Business - Summer Semester
Xavier University - Williams College of Business 1997 — 2001
B.S., Marketing
Loyola Academy 1994 — 1997
Tracy Merino Tracy Merino's National Financial Partners Experience March 2013 - Present
Job Accounting Associate at National Financial Partners
Industry Marketing and Advertising
Experience
National Financial Partners March 2013 - Present
Inditex April 2012 - March 2013
Inditex December 2011 - August 2012
Davasco Corp October 2011 - October 2011
Lord & Taylor Home August 2011 - September 2011
Roto-Rooter April 2010 - January 2011
EMI Music June 2010 - August 2010
Image Inc February 2007 - September 2009
Peru Inka Folk 2005 - 2006
Education
Fashion Institute of Technology 2011 — 2013
Brand Management Certification
Ramapo College of New Jersey 2008 — 2011
Bachelor, Marketing
Bergen Community College 2006 — 2008
Associate, Business Admin.
National Financial Partners March 2013 - Present
Inditex April 2012 - March 2013
Inditex December 2011 - August 2012
Davasco Corp October 2011 - October 2011
Lord & Taylor Home August 2011 - September 2011
Roto-Rooter April 2010 - January 2011
EMI Music June 2010 - August 2010
Image Inc February 2007 - September 2009
Peru Inka Folk 2005 - 2006
Education
Fashion Institute of Technology 2011 — 2013
Brand Management Certification
Ramapo College of New Jersey 2008 — 2011
Bachelor, Marketing
Bergen Community College 2006 — 2008
Associate, Business Admin.
Denice Crowell Denice Crowell's National Financial Partners Experience June 2007 - January 2008
Job Experienced Technical Writer and Content Manager
Industry Management Consulting
Experience
Thomson Reuters (contract through Adecco) December 2014 - Present
LivePath November 2013 - November 2014
Wolters Kluwer 2008 - June 2013
National Financial Partners June 2007 - January 2008
Ernst & Young April 2001 - March 2006
PricewaterhouseCoopers January 1996 - February 2001
Skills
Software Documentation, Business Analysis, Business Process..., Visio, Project Management, Training Delivery, Training, Business Process, Editing, Internal Audit, Analysis, Process Improvement, SharePoint, Microsoft Office, Access, Leadership, Marketing, Management
Education
Amberton University
Cedar Valley College
Thomson Reuters (contract through Adecco) December 2014 - Present
LivePath November 2013 - November 2014
Wolters Kluwer 2008 - June 2013
National Financial Partners June 2007 - January 2008
Ernst & Young April 2001 - March 2006
PricewaterhouseCoopers January 1996 - February 2001
Skills
Software Documentation, Business Analysis, Business Process..., Visio, Project Management, Training Delivery, Training, Business Process, Editing, Internal Audit, Analysis, Process Improvement, SharePoint, Microsoft Office, Access, Leadership, Marketing, Management
Education
Amberton University
Cedar Valley College
Nili Wexler's National Financial Partners Experience May 2006 - August 2006
Job MFT Student
Industry Mental Health Care
Experience
Glancy Binkow & Goldberg LLP October 2012 - February 2013
Grooveshark February 2012 - March 2012
Gibson Dunn October 2008 - September 2011
Gibson Dunn May 2007 - August 2007
National Financial Partners May 2006 - August 2006
Skills
Legal Writing, Intellectual Property, Trademarks, Legal Research
Education
Antioch University-Los Angeles 2014 — 2016
Master's Degree, Marriage and Family Therapy/Counseling
Columbia University School of Law 2005 — 2008
JD
University of Pennsylvania 2000 — 2004
BA, Philosophy (Philosophy and Science Concentration)
Kings College London 2002 — 2002
Semester Abroad, Philosophy
The Hebrew University 1999 — 2000
Post High-School Year Abroad
Glancy Binkow & Goldberg LLP October 2012 - February 2013
Grooveshark February 2012 - March 2012
Gibson Dunn October 2008 - September 2011
Gibson Dunn May 2007 - August 2007
National Financial Partners May 2006 - August 2006
Skills
Legal Writing, Intellectual Property, Trademarks, Legal Research
Education
Antioch University-Los Angeles 2014 — 2016
Master's Degree, Marriage and Family Therapy/Counseling
Columbia University School of Law 2005 — 2008
JD
University of Pennsylvania 2000 — 2004
BA, Philosophy (Philosophy and Science Concentration)
Kings College London 2002 — 2002
Semester Abroad, Philosophy
The Hebrew University 1999 — 2000
Post High-School Year Abroad
William Folan William Folan's National Financial Partners Experience June 1989 - Present
Job Managing Director at NFP Executive Benefits
Industry Financial Services
Experience
National Financial Partners June 1989 - Present
Goldman Sachs June 1998 - January 2002
Skills
Employee Benefits, Disability Insurance, Deferred Compensation, Executive Pay, Life Insurance, Defined Benefit, Global Compensation, Retirement, Incentive Programs, Executive Management, Insurance, Mergers & Acquisitions, 401k, Investments, Pensions, Business Planning, Succession Planning, Financial Services, Wealth Management, Equities, Estate Planning, Due Diligence, Securities, Strategic Financial..., Series 63, Mutual Funds, Retirement Planning, Asset Management, Management
Education
Georgia State University College of Law 1992 — 1995
JD, Law
University of Virginia 1984 — 1988
BS, Commerce
National Financial Partners June 1989 - Present
Goldman Sachs June 1998 - January 2002
Skills
Employee Benefits, Disability Insurance, Deferred Compensation, Executive Pay, Life Insurance, Defined Benefit, Global Compensation, Retirement, Incentive Programs, Executive Management, Insurance, Mergers & Acquisitions, 401k, Investments, Pensions, Business Planning, Succession Planning, Financial Services, Wealth Management, Equities, Estate Planning, Due Diligence, Securities, Strategic Financial..., Series 63, Mutual Funds, Retirement Planning, Asset Management, Management
Education
Georgia State University College of Law 1992 — 1995
JD, Law
University of Virginia 1984 — 1988
BS, Commerce
Lisa Gutierrez, FALU, FLMI, CLU® Lisa Gutierrez, FALU, FLMI, CLU®'s National Financial Partners Experience July 2006 - November 2010
Job Underwriting Consultant at Symetra Life Insurance Company
Industry Insurance
Experience
Symetra July 2015 - Present
Accordia Life and Annuity November 2010 - July 2015
National Financial Partners July 2006 - November 2010
Guaranty Financial January 2005 - July 2006
AIG Advisor Group June 2003 - July 2004
U-Haul International, Inc. April 2002 - April 2003
Skills
Underwriting, Insurance, Life Insurance, Health Insurance, Universal Life, Disability Insurance, Term Life Insurance, Fixed Annuities, Brokers, Retirement, Reinsurance, Long-term Care
Education
Life Office Management Institute
Fellow, Life Management Institute
The American College
Chartered Life Underwriter
Life Office Management Institute
Associate, Life Office Management Institute
The Academy of Life Underwriting
Fellow, Academy of Life Underwriting
Arizona State University
Bachelor, Business & Communication
Symetra July 2015 - Present
Accordia Life and Annuity November 2010 - July 2015
National Financial Partners July 2006 - November 2010
Guaranty Financial January 2005 - July 2006
AIG Advisor Group June 2003 - July 2004
U-Haul International, Inc. April 2002 - April 2003
Skills
Underwriting, Insurance, Life Insurance, Health Insurance, Universal Life, Disability Insurance, Term Life Insurance, Fixed Annuities, Brokers, Retirement, Reinsurance, Long-term Care
Education
Life Office Management Institute
Fellow, Life Management Institute
The American College
Chartered Life Underwriter
Life Office Management Institute
Associate, Life Office Management Institute
The Academy of Life Underwriting
Fellow, Academy of Life Underwriting
Arizona State University
Bachelor, Business & Communication
Alexander Gericke's National Financial Partners Experience May 2012 - May 2012
Job ExUS Client Services at Delaware Investments
Industry
Experience
Delaware Investments March 2014 - Present
Long Motor Company June 2011 - 2013
National Financial Partners May 2012 - May 2012
Marthas Vineyard Golf Club June 2010 - August 2010
Skills
Management, Organization, Adaptability, Sales, Motor Vehicle, Leadership, Finance, Employee Benefits, Analysis, Strategy, Insurance, Financial Analysis, Time Management, Investments
Education
Drexel University 2012 — 2017
Business/Commerce, General, Pre - Junior
The Pennington School 2005 — 2012
Delaware Investments March 2014 - Present
Long Motor Company June 2011 - 2013
National Financial Partners May 2012 - May 2012
Marthas Vineyard Golf Club June 2010 - August 2010
Skills
Management, Organization, Adaptability, Sales, Motor Vehicle, Leadership, Finance, Employee Benefits, Analysis, Strategy, Insurance, Financial Analysis, Time Management, Investments
Education
Drexel University 2012 — 2017
Business/Commerce, General, Pre - Junior
The Pennington School 2005 — 2012
James Joyce, CFP's National Financial Partners Experience January 2005 - June 2008
Job Senior Vice President, Sales & Marketing
Industry Insurance
Experience
Lion Street August 2010 - Present
Sterling Bridge Insurance Partners, LLC March 2009 - August 2010
Life Insurance Concepts/Cambridge Financing Company 2008 - 2009
National Financial Partners January 2005 - June 2008
JJ Ventures January 2001 - January 2005
Education
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Finance/Financial Services & Planning
Lion Street August 2010 - Present
Sterling Bridge Insurance Partners, LLC March 2009 - August 2010
Life Insurance Concepts/Cambridge Financing Company 2008 - 2009
National Financial Partners January 2005 - June 2008
JJ Ventures January 2001 - January 2005
Education
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Finance/Financial Services & Planning
Ari Lemel, CFA Ari Lemel, CFA's National Financial Partners Experience March 2007 - January 2008
Job Senior Treasury Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets February 2015 - Present
RBC Capital Markets February 2014 - February 2015
RBC Capital Markets March 2012 - February 2014
Goldman Sachs February 2008 - March 2012
National Financial Partners March 2007 - January 2008
Skills
Accounting, Analysis, Budgets, Mutual Funds, GAAP, Financial Statements, Financial Markets, Management, Financial Modeling, Equities, Bloomberg, Valuation, Fixed Income, Corporate Finance, Derivatives, Financial Analysis, Capital Markets, Hedge Funds, Investment Banking, Asset Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
MBA, Finance and Investments
Baruch College, City University of New York (CUNY) 2003 — 2006
BBA, Finance and Investments
London Financial
London Financial
RBC Capital Markets February 2015 - Present
RBC Capital Markets February 2014 - February 2015
RBC Capital Markets March 2012 - February 2014
Goldman Sachs February 2008 - March 2012
National Financial Partners March 2007 - January 2008
Skills
Accounting, Analysis, Budgets, Mutual Funds, GAAP, Financial Statements, Financial Markets, Management, Financial Modeling, Equities, Bloomberg, Valuation, Fixed Income, Corporate Finance, Derivatives, Financial Analysis, Capital Markets, Hedge Funds, Investment Banking, Asset Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
MBA, Finance and Investments
Baruch College, City University of New York (CUNY) 2003 — 2006
BBA, Finance and Investments
London Financial
London Financial
Tom Masterson Tom Masterson's National Financial Partners Experience 1999 - 2003
Job Managing Director at Lifetech Capital
Industry Investment Banking
Experience
Lifetech Capital April 2012 - Present
I-Bankers Securities October 2008 - March 2012
National Financial Partners 1999 - 2003
Raymond James Financial Inc. 1997 - 1999
Shearson Lehman Bros. 1992 - 1994
Skills
Private Equity, IPO, Mergers, Capital Markets, Debt, Reverse Mergers, Capital, Equity Capital Markets, Capital Raising, Mezzanine, Private Placements, Corporate Development, Equity Trading, Funding, M&A experience, Series 7, FINRA, Investments, Investment Banking, Mergers & Acquisitions, Venture Capital, Alternative Investments, LBO, Business Valuation, Investor Relations, Equity Research, Financial Structuring, Corporate Finance, Emerging Markets, Valuation, Leveraged Finance, Hedge Funds, Structured Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 1986 — 1990
BS, Finance
Lifetech Capital April 2012 - Present
I-Bankers Securities October 2008 - March 2012
National Financial Partners 1999 - 2003
Raymond James Financial Inc. 1997 - 1999
Shearson Lehman Bros. 1992 - 1994
Skills
Private Equity, IPO, Mergers, Capital Markets, Debt, Reverse Mergers, Capital, Equity Capital Markets, Capital Raising, Mezzanine, Private Placements, Corporate Development, Equity Trading, Funding, M&A experience, Series 7, FINRA, Investments, Investment Banking, Mergers & Acquisitions, Venture Capital, Alternative Investments, LBO, Business Valuation, Investor Relations, Equity Research, Financial Structuring, Corporate Finance, Emerging Markets, Valuation, Leveraged Finance, Hedge Funds, Structured Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 1986 — 1990
BS, Finance
Brandon Trabon Brandon Trabon's National Financial Partners Experience July 2009 - January 2010
Job Freelance Developer/Owner at Beehive Enterprises, Inc.
Industry Information Technology and Services
Experience
Beehive Enterprises, Inc. March 2015 - Present
Double Line Inc. January 2014 - March 2015
3M May 2012 - January 2014
Lender Processing Services, Inc. (LPS) June 2011 - May 2012
Dimensional Fund Advisors January 2010 - June 2011
National Financial Partners July 2009 - January 2010
Vargo Adaptive Software February 2009 - July 2009
Catapult Systems April 2006 - January 2009
Greensoft Solutions Incorporated October 2003 - March 2006
FNIS June 2002 - July 2003
Skills
AngularJS, Backbone.js, KnockoutJS, Underscore.js, Require JS, HTML 5, CSS3, REST, JavaScript, JSON, .NET, C#, Microsoft SQL Server, ASP.NET, Web Applications, Databases, XML, jQuery, T-SQL, Object Oriented Design, E-commerce, Agile Methodologies, ASP.NET MVC, Software Development, Web Services, LINQ, IIS, TFS, WCF, Database Design, SQL, Scrum, AJAX, OOP, Web Development, ADO.NET, MVC, Design Patterns, Entity Framework, PHP
Education
DeVry Institute of Technology 1996 — 2000
Computer Information Systems, Computer Information Systems
Beehive Enterprises, Inc. March 2015 - Present
Double Line Inc. January 2014 - March 2015
3M May 2012 - January 2014
Lender Processing Services, Inc. (LPS) June 2011 - May 2012
Dimensional Fund Advisors January 2010 - June 2011
National Financial Partners July 2009 - January 2010
Vargo Adaptive Software February 2009 - July 2009
Catapult Systems April 2006 - January 2009
Greensoft Solutions Incorporated October 2003 - March 2006
FNIS June 2002 - July 2003
Skills
AngularJS, Backbone.js, KnockoutJS, Underscore.js, Require JS, HTML 5, CSS3, REST, JavaScript, JSON, .NET, C#, Microsoft SQL Server, ASP.NET, Web Applications, Databases, XML, jQuery, T-SQL, Object Oriented Design, E-commerce, Agile Methodologies, ASP.NET MVC, Software Development, Web Services, LINQ, IIS, TFS, WCF, Database Design, SQL, Scrum, AJAX, OOP, Web Development, ADO.NET, MVC, Design Patterns, Entity Framework, PHP
Education
DeVry Institute of Technology 1996 — 2000
Computer Information Systems, Computer Information Systems
Aaron Lemoine Aaron Lemoine's National Financial Partners Experience August 2012 - June 2014
Job Case Manager at Lion Street
Industry Financial Services
Experience
Lion Street April 2015 - Present
Lion Street June 2014 - April 2015
National Financial Partners August 2012 - June 2014
Ajilon Finance Solutions April 2012 - August 2012
Safety-Kleen Systems September 2008 - January 2012
Skills
Life Insurance, Financial Services, Customer Service, Finance, Term Life Insurance, Permanent Life Insurance, Wealth Management..., Accounting, Multi Tasking, Filing, Outlook, PowerPoint, Microsoft Excel, Financial Accounting, Microsoft Office, Microsoft Word, SAP
Education
Lamar University 2009 — 2012
Accounting
Lion Street April 2015 - Present
Lion Street June 2014 - April 2015
National Financial Partners August 2012 - June 2014
Ajilon Finance Solutions April 2012 - August 2012
Safety-Kleen Systems September 2008 - January 2012
Skills
Life Insurance, Financial Services, Customer Service, Finance, Term Life Insurance, Permanent Life Insurance, Wealth Management..., Accounting, Multi Tasking, Filing, Outlook, PowerPoint, Microsoft Excel, Financial Accounting, Microsoft Office, Microsoft Word, SAP
Education
Lamar University 2009 — 2012
Accounting
Sarah Reagor's National Financial Partners Experience September 2012 - September 2013
Job Account Manager at Premiere, Inc.
Industry Oil & Energy
Experience
Premiere, Inc. June 2015 - Present
Covington Brewhouse October 2013 - May 2015
National Financial Partners September 2012 - September 2013
Whole Foods Market April 2012 - August 2012
Pioneer Pipe & Supply April 2011 - March 2012
Skills
Leadership, Customer Service, Sales, Event Planning, Time Management, Organizational..., Teamwork, Goal Oriented, Building Relationships, Program Management, Marketing, First Responder, Direct Sales, Able To Multi-task, Self Starter, High Energy, Excellent Communication..., CRM, Sales Management, Communication
Education
Louisiana State University 2006 — 2010
Bachelor of Science
Premiere, Inc. June 2015 - Present
Covington Brewhouse October 2013 - May 2015
National Financial Partners September 2012 - September 2013
Whole Foods Market April 2012 - August 2012
Pioneer Pipe & Supply April 2011 - March 2012
Skills
Leadership, Customer Service, Sales, Event Planning, Time Management, Organizational..., Teamwork, Goal Oriented, Building Relationships, Program Management, Marketing, First Responder, Direct Sales, Able To Multi-task, Self Starter, High Energy, Excellent Communication..., CRM, Sales Management, Communication
Education
Louisiana State University 2006 — 2010
Bachelor of Science
Jason Geer's National Financial Partners Experience June 2013 - August 2013
Job Sales Associate at Schwartz Benefit Services
Industry Insurance
Experience
Schwartz Benefit Services August 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Kentucky Gentlemen Apparel July 2012 - May 2014
National Financial Partners June 2013 - August 2013
Harmony Landing Country Club May 2011 - August 2012
Skills
Life Insurance, Social Media Marketing, Marketing, Investments, Investment Banking, Retirement Planning, Teamwork, Time Management, Leadership, Public Speaking
Education
Indiana University Bloomington 2011 — 2015
Kentucky Country Day School 2008 — 2011
Schwartz Benefit Services August 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Kentucky Gentlemen Apparel July 2012 - May 2014
National Financial Partners June 2013 - August 2013
Harmony Landing Country Club May 2011 - August 2012
Skills
Life Insurance, Social Media Marketing, Marketing, Investments, Investment Banking, Retirement Planning, Teamwork, Time Management, Leadership, Public Speaking
Education
Indiana University Bloomington 2011 — 2015
Kentucky Country Day School 2008 — 2011
Bryant Truong's National Financial Partners Experience September 2012 - December 2013
Job Benefits & Compensation Analyst at Subaru of America
Industry Human Resources
Experience
Subaru of America September 2015 - Present
Benefit Allocation Systems October 2014 - August 2015
Towers Watson April 2014 - October 2014
National Financial Partners September 2012 - December 2013
BAYADA Home Health Care March 2012 - July 2012
MedRisk, Inc. June 2011 - September 2011
Edmund Optics May 2010 - September 2010
Skills
Benefits Administration, HRIS, Recruiting, Employee Benefits, Human Resources, Payroll, Access, PowerPoint
Education
Drexel University 2009 — 2012
Bachelor of Science in Business Administration, Major - Accounting
Subaru of America September 2015 - Present
Benefit Allocation Systems October 2014 - August 2015
Towers Watson April 2014 - October 2014
National Financial Partners September 2012 - December 2013
BAYADA Home Health Care March 2012 - July 2012
MedRisk, Inc. June 2011 - September 2011
Edmund Optics May 2010 - September 2010
Skills
Benefits Administration, HRIS, Recruiting, Employee Benefits, Human Resources, Payroll, Access, PowerPoint
Education
Drexel University 2009 — 2012
Bachelor of Science in Business Administration, Major - Accounting
Brian Lovgren's National Financial Partners Experience May 2007 - November 2007
Job Software Developer III at Rackspace, the Open Cloud Company
Industry Information Technology and Services
Experience
Rackspace, the Open Cloud Company October 2012 - Present
Harland Clarke (through Tek Systems) February 2010 - March 2011
UDP November 2007 - February 2010
National Financial Partners May 2007 - November 2007
KCI December 2005 - May 2007
Robbins-Gioia July 2004 - December 2005
Probado Technologies February 2004 - July 2004
Skills
Integration, ASP, Microsoft SQL Server, SQL, Software Development, Agile Methodologies, Crystal Reports, Requirements Analysis, SDLC, ASP.NET, Databases, C#, .NET, VB.NET, T-SQL, XML
Education
American College of Computer and Information Sciences 2000 — 2003
Bachelor's degree, Computer Science
Pensacola Christian College 1997 — 2001
Rackspace, the Open Cloud Company October 2012 - Present
Harland Clarke (through Tek Systems) February 2010 - March 2011
UDP November 2007 - February 2010
National Financial Partners May 2007 - November 2007
KCI December 2005 - May 2007
Robbins-Gioia July 2004 - December 2005
Probado Technologies February 2004 - July 2004
Skills
Integration, ASP, Microsoft SQL Server, SQL, Software Development, Agile Methodologies, Crystal Reports, Requirements Analysis, SDLC, ASP.NET, Databases, C#, .NET, VB.NET, T-SQL, XML
Education
American College of Computer and Information Sciences 2000 — 2003
Bachelor's degree, Computer Science
Pensacola Christian College 1997 — 2001
Tony Daluise's National Financial Partners Experience May 2002 - Present
Job VP Finance at NFP
Industry Financial Services
Experience
National Financial Partners May 2002 - Present
Investment Management Services May 2001 - May 2002
Oppenheimer Capital October 1996 - May 2001
Education
Kean University 1991 — 1993
National Financial Partners May 2002 - Present
Investment Management Services May 2001 - May 2002
Oppenheimer Capital October 1996 - May 2001
Education
Kean University 1991 — 1993
Allan Rysin's National Financial Partners Experience May 2007 - August 2007
Job Senior Software Developer (Contractor) at Charles Schwab
Industry Computer Software
Experience
Charles Schwab August 2014 - Present
Progressive Insurance February 2014 - August 2014
Lockheed Martin July 2011 - January 2014
Lockheed Martin August 2008 - July 2011
National Financial Partners May 2007 - August 2007
Hillel of Binghamton October 2005 - August 2007
NYC Office of Management and Budget June 2006 - August 2006
NYC Office of Management and Budget June 2005 - August 2005
Binghamton University September 2004 - May 2005
Skills
SDLC, Software Development, Microsoft SQL Server, C#, .NET, SQL, SharePoint, Databases, HTML, Microsoft Office, Access, Database Design, SSRS, Management, SQL Server, Teradata, SSIS
Education
Carnegie Mellon University 2009 — 2012
Masters, IT Management
State University of New York at Binghamton 2007 — 2008
MBA, Leadership and Consulting
State University of New York at Binghamton 2003 — 2007
BS, Computer Science
Charles Schwab August 2014 - Present
Progressive Insurance February 2014 - August 2014
Lockheed Martin July 2011 - January 2014
Lockheed Martin August 2008 - July 2011
National Financial Partners May 2007 - August 2007
Hillel of Binghamton October 2005 - August 2007
NYC Office of Management and Budget June 2006 - August 2006
NYC Office of Management and Budget June 2005 - August 2005
Binghamton University September 2004 - May 2005
Skills
SDLC, Software Development, Microsoft SQL Server, C#, .NET, SQL, SharePoint, Databases, HTML, Microsoft Office, Access, Database Design, SSRS, Management, SQL Server, Teradata, SSIS
Education
Carnegie Mellon University 2009 — 2012
Masters, IT Management
State University of New York at Binghamton 2007 — 2008
MBA, Leadership and Consulting
State University of New York at Binghamton 2003 — 2007
BS, Computer Science
Chad Rowley's National Financial Partners Experience January 2012 - Present
Job Managing Director at National Financial Partners
Industry Insurance
Experience
National Financial Partners January 2012 - Present
AGS Benefits Group July 2006 - January 2012
AIG 2004 - 2006
Unum June 1997 - January 2004
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance, Leadership, Management, Retirement, Sales, Entrepreneurship, Life Insurance, Budgets, Brokers, Underwriting
Education
Bowdoin College 1993 — 1997
AB, Economics
National Financial Partners January 2012 - Present
AGS Benefits Group July 2006 - January 2012
AIG 2004 - 2006
Unum June 1997 - January 2004
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance, Leadership, Management, Retirement, Sales, Entrepreneurship, Life Insurance, Budgets, Brokers, Underwriting
Education
Bowdoin College 1993 — 1997
AB, Economics
Jason Wilkerson's National Financial Partners Experience March 2007 - March 2008
Job Discipline Lead at RBA, Inc.
Industry Computer Software
Experience
RBA, Inc. April 2015 - Present
RBA, Inc. March 2014 - March 2015
RBA, Inc. July 2011 - March 2014
Regency Beauty Institute March 2011 - June 2011
Beckman Coulter March 2008 - March 2011
National Financial Partners March 2007 - March 2008
HBMG, Inc. March 2006 - March 2007
Activant Solutions August 2002 - March 2006
Robert B Currey & Associates January 2002 - April 2002
TeamApplied January 2001 - December 2001
Skills
C#, WPF, .NET, Microsoft SQL Server, ASP.NET MVC, Agile Methodologies, Visual Studio, TFS, Enterprise Architecture, Sitecore, Data Modeling, Illustrator, Photoshop, WCF, jQuery, CSS, JavaScript, XML, Web Services, Active Directory, ALM, Windows Server, Microsoft Exchange, SSIS, SSRS, LINQ, XAML, IIS, windows ser
Education
Lamar University 1995 — 2000
Bachelor's Degree, Computer Science
RBA, Inc. April 2015 - Present
RBA, Inc. March 2014 - March 2015
RBA, Inc. July 2011 - March 2014
Regency Beauty Institute March 2011 - June 2011
Beckman Coulter March 2008 - March 2011
National Financial Partners March 2007 - March 2008
HBMG, Inc. March 2006 - March 2007
Activant Solutions August 2002 - March 2006
Robert B Currey & Associates January 2002 - April 2002
TeamApplied January 2001 - December 2001
Skills
C#, WPF, .NET, Microsoft SQL Server, ASP.NET MVC, Agile Methodologies, Visual Studio, TFS, Enterprise Architecture, Sitecore, Data Modeling, Illustrator, Photoshop, WCF, jQuery, CSS, JavaScript, XML, Web Services, Active Directory, ALM, Windows Server, Microsoft Exchange, SSIS, SSRS, LINQ, XAML, IIS, windows ser
Education
Lamar University 1995 — 2000
Bachelor's Degree, Computer Science
Shay Tower's National Financial Partners Experience March 2010 - July 2012
Job Sr. Manager, IT Program Delivery at General Motors
Industry Information Technology and Services
Experience
General Motors March 2013 - Present
Xerox July 2012 - March 2013
National Financial Partners March 2010 - July 2012
BearingPoint/NIC (Texas.gov) March 2007 - February 2010
Nelnet July 2005 - March 2007
Jacksonville University 2003 - 2005
Sungard SCT 2000 - 2003
Flagler College 1998 - 2000
Indiana University South Bend 1997 - 1998
Skills
PMP
Education
Jacksonville University 2004 — 2005
In progress, MBA
Indiana University South Bend 1992 — 1995
BS, Public Affairs; Management
General Motors March 2013 - Present
Xerox July 2012 - March 2013
National Financial Partners March 2010 - July 2012
BearingPoint/NIC (Texas.gov) March 2007 - February 2010
Nelnet July 2005 - March 2007
Jacksonville University 2003 - 2005
Sungard SCT 2000 - 2003
Flagler College 1998 - 2000
Indiana University South Bend 1997 - 1998
Skills
PMP
Education
Jacksonville University 2004 — 2005
In progress, MBA
Indiana University South Bend 1992 — 1995
BS, Public Affairs; Management
Adam Etline's National Financial Partners Experience November 2003 - June 2008
Job Technology Director at Havas Health
Industry Information Technology and Services
Experience
Havas Health September 2014 - Present
Ogilvy & Mather July 2010 - August 2014
HUGE July 2008 - June 2010
National Financial Partners November 2003 - June 2008
LBi IconNicholson September 1999 - October 2003
Approach Inc. June 1998 - August 1999
Binghamton University Computing Services September 1996 - May 1998
Coopers & Lybrand May 1997 - September 1997
Education
New York University, School of Continuing and Professional Studies 2002 — 2004
Certificate, Digital Video Production
Binghamton University 1994 — 1998
Double Bachelors Degree, Computer Science and Mathematical Sciences
Bronx High School of Science 1990 — 1994
High School Diploma
Havas Health September 2014 - Present
Ogilvy & Mather July 2010 - August 2014
HUGE July 2008 - June 2010
National Financial Partners November 2003 - June 2008
LBi IconNicholson September 1999 - October 2003
Approach Inc. June 1998 - August 1999
Binghamton University Computing Services September 1996 - May 1998
Coopers & Lybrand May 1997 - September 1997
Education
New York University, School of Continuing and Professional Studies 2002 — 2004
Certificate, Digital Video Production
Binghamton University 1994 — 1998
Double Bachelors Degree, Computer Science and Mathematical Sciences
Bronx High School of Science 1990 — 1994
High School Diploma
Ashok Anthey's National Financial Partners Experience January 2006 - October 2010
Job Planning & Analysis Manager at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase February 2013 - Present
JPMorgan Chase & Co. October 2010 - January 2013
National Financial Partners January 2006 - October 2010
National Financial Partners January 2005 - December 2005
National Financial Partners January 2003 - December 2004
Skills
Financial Reporting, Strategic Financial..., Financial Modeling, Due Diligence, Financial Analysis, Analysis, Corporate Finance, Sarbanes-Oxley Act, Business Analysis, Variance Analysis, Managerial Finance, Accounting, Internal Controls, Finance, Valuation, Auditing, Mergers & Acquisitions, Financial Planning
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA, Finance
Baruch College 1989 — 1994
BBA, Accounting
JP Morgan Chase February 2013 - Present
JPMorgan Chase & Co. October 2010 - January 2013
National Financial Partners January 2006 - October 2010
National Financial Partners January 2005 - December 2005
National Financial Partners January 2003 - December 2004
Skills
Financial Reporting, Strategic Financial..., Financial Modeling, Due Diligence, Financial Analysis, Analysis, Corporate Finance, Sarbanes-Oxley Act, Business Analysis, Variance Analysis, Managerial Finance, Accounting, Internal Controls, Finance, Valuation, Auditing, Mergers & Acquisitions, Financial Planning
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA, Finance
Baruch College 1989 — 1994
BBA, Accounting
Paul Saake's National Financial Partners Experience December 2009 - Present
Job Vice President, Financial Operations at National Financial Partners
Industry Insurance
Experience
National Financial Partners December 2009 - Present
Financial Guaranty Insurance Company (FGIC) April 2007 - December 2009
Financial Guaranty Insurance Company (FGIC) September 2005 - April 2007
Financial Guaranty Insurance Company (FGIC) October 2004 - September 2005
Johnson & Johnson July 2002 - October 2004
Johnson & Johnson June 2001 - July 2002
Bloomberg 1998 - 2000
Skills
Business Objects, Bloomberg, Cognos, Microsoft Office, Oracle Discoverer, SQL, VBA, Financial Modeling, Treasury Management, Corporate FP&A, Budget Process, Visio, Oracle, Strategic Financial..., Variance Analysis, Finance, Accounting
Education
Loyola University Maryland 1997 — 2001
BBA, Finance & Management Information Systems
Christian Brothers Academy 1993 — 1997
High School
National Financial Partners December 2009 - Present
Financial Guaranty Insurance Company (FGIC) April 2007 - December 2009
Financial Guaranty Insurance Company (FGIC) September 2005 - April 2007
Financial Guaranty Insurance Company (FGIC) October 2004 - September 2005
Johnson & Johnson July 2002 - October 2004
Johnson & Johnson June 2001 - July 2002
Bloomberg 1998 - 2000
Skills
Business Objects, Bloomberg, Cognos, Microsoft Office, Oracle Discoverer, SQL, VBA, Financial Modeling, Treasury Management, Corporate FP&A, Budget Process, Visio, Oracle, Strategic Financial..., Variance Analysis, Finance, Accounting
Education
Loyola University Maryland 1997 — 2001
BBA, Finance & Management Information Systems
Christian Brothers Academy 1993 — 1997
High School
Ivy Silberberg's National Financial Partners Experience 2000 - 2004
Job Director, Business Continuity Planning at Warner Bros. Entertainment Group of Companies
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies September 2010 - Present
Warner Bros. Entertainment Group of Companies August 2009 - August 2010
Warner Bros. Entertainment Group of Companies 2007 - 2009
Warner Bros. 2006 - 2007
Warner Bros. 2004 - 2006
National Financial Partners 2000 - 2004
Skills
Vendor Management, CRM, Strategic Planning, Program Management, Process Improvement, Strategy, Project Management, Service Delivery, Business Analysis, Business Continuity..., Strategic Partnerships, Management, Leadership
Education
New York University 1998 — 2000
MSW, Social Work
Indiana University Bloomington 1992 — 1996
Bachelor's degree, Social Work
Warner Bros. Entertainment Group of Companies September 2010 - Present
Warner Bros. Entertainment Group of Companies August 2009 - August 2010
Warner Bros. Entertainment Group of Companies 2007 - 2009
Warner Bros. 2006 - 2007
Warner Bros. 2004 - 2006
National Financial Partners 2000 - 2004
Skills
Vendor Management, CRM, Strategic Planning, Program Management, Process Improvement, Strategy, Project Management, Service Delivery, Business Analysis, Business Continuity..., Strategic Partnerships, Management, Leadership
Education
New York University 1998 — 2000
MSW, Social Work
Indiana University Bloomington 1992 — 1996
Bachelor's degree, Social Work
Allison Whidden's National Financial Partners Experience 2003 - 2007
Job Executive Assistant
Industry Investment Banking
Experience
Nomura April 2015 - Present
Nomura Securities International, Inc. July 2010 - Present
L Capital Partners 2007 - 2010
National Financial Partners 2003 - 2007
Hovey, Youngman Associates 2000 - 2003
Skills
Microsoft Excel, Visio, Equities, Investment Banking, Microsoft Office
Education
Coe College 1993 — 1997
Bachelor of Arts (B.A.), English Language and Literature/Letters
Nomura April 2015 - Present
Nomura Securities International, Inc. July 2010 - Present
L Capital Partners 2007 - 2010
National Financial Partners 2003 - 2007
Hovey, Youngman Associates 2000 - 2003
Skills
Microsoft Excel, Visio, Equities, Investment Banking, Microsoft Office
Education
Coe College 1993 — 1997
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bipin Sabhani's National Financial Partners Experience February 2013 - Present
Job at National Financial Partners
Industry Computer Software
Experience
National Financial Partners February 2013 - Present
Saxon Mortgage February 2009 - Present
Synechron March 2005 - Present
Credit Suisse July 2007 - February 2009
Anand Systems Inc February 2004 - March 2005
Dev ITPL August 2002 - October 2003
Skills
WCF, ASP.NET, Web Services, C#, .Net, LINQ, AJAX, SQL Server 2000-2008, jQuer, .NET, SOA, Microsoft SQL Server, SDLC, Design Patterns, XML, MVC 4, Web API, Razor, Web Applications, SQL, VB.NET, T-SQL, Agile Methodologies, ADO.NET, TFS, ASP.NET MVC, PL/SQL
Education
South Gujarat University 1997 — 2000
Master of Computer Applications (MCA), Computer Programming
Gujarat University 1994 — 1997
Bachelor of Science (B.Sc.), Chemistry Physics and Maths
National Financial Partners February 2013 - Present
Saxon Mortgage February 2009 - Present
Synechron March 2005 - Present
Credit Suisse July 2007 - February 2009
Anand Systems Inc February 2004 - March 2005
Dev ITPL August 2002 - October 2003
Skills
WCF, ASP.NET, Web Services, C#, .Net, LINQ, AJAX, SQL Server 2000-2008, jQuer, .NET, SOA, Microsoft SQL Server, SDLC, Design Patterns, XML, MVC 4, Web API, Razor, Web Applications, SQL, VB.NET, T-SQL, Agile Methodologies, ADO.NET, TFS, ASP.NET MVC, PL/SQL
Education
South Gujarat University 1997 — 2000
Master of Computer Applications (MCA), Computer Programming
Gujarat University 1994 — 1997
Bachelor of Science (B.Sc.), Chemistry Physics and Maths
Bradley Greenberg's National Financial Partners Experience 2002 - 2008
Job Partner at Ashton Benefits
Industry Insurance
Experience
Ashton Benefits 1990 - Present
National Financial Partners 2002 - 2008
BISYS Fund Services 1997 - 2002
Skills
Group Benefits, Employee Benefits, Long Term Care, Strategic Planning, Insurance, Long-term Care, Life Insurance, Brokers, Underwriting, Health Insurance, Term Life Insurance, Disability Insurance, Health Savings Accounts, Fixed Annuities
Education
Florida Atlantic University
Bachelor's degree
Ashton Benefits 1990 - Present
National Financial Partners 2002 - 2008
BISYS Fund Services 1997 - 2002
Skills
Group Benefits, Employee Benefits, Long Term Care, Strategic Planning, Insurance, Long-term Care, Life Insurance, Brokers, Underwriting, Health Insurance, Term Life Insurance, Disability Insurance, Health Savings Accounts, Fixed Annuities
Education
Florida Atlantic University
Bachelor's degree
Renee Petersen Schardt's National Financial Partners Experience October 2010 - October 2011
Job Senior Accountant at Capital Group
Industry Accounting
Experience
Capital Group February 2012 - Present
Standard Chartered Bank October 2011 - January 2012
National Financial Partners October 2010 - October 2011
McGladrey & Pullen September 2008 - October 2010
Weitz & Luxenberg February 2006 - August 2006
Reach Out and Read August 2005 - February 2006
Skills
Accounting, Financial Reporting, Auditing, Tax, Microsoft Excel, Financial Accounting, Sarbanes-Oxley Act, QuickBooks, Internal Controls, Microsoft Word, Non-profits, Financial Analysis, PowerPoint, Budgets, Hedge Funds, Outlook, SEC filings, CPA, GAAP, SEC Filings
Education
Binghamton University - School of Management 2006 — 2008
Bachelors of Science, Accounting
Binghamton University
BA, Political Science
Capital Group February 2012 - Present
Standard Chartered Bank October 2011 - January 2012
National Financial Partners October 2010 - October 2011
McGladrey & Pullen September 2008 - October 2010
Weitz & Luxenberg February 2006 - August 2006
Reach Out and Read August 2005 - February 2006
Skills
Accounting, Financial Reporting, Auditing, Tax, Microsoft Excel, Financial Accounting, Sarbanes-Oxley Act, QuickBooks, Internal Controls, Microsoft Word, Non-profits, Financial Analysis, PowerPoint, Budgets, Hedge Funds, Outlook, SEC filings, CPA, GAAP, SEC Filings
Education
Binghamton University - School of Management 2006 — 2008
Bachelors of Science, Accounting
Binghamton University
BA, Political Science
Diane LeBleu's National Financial Partners Experience July 2004 - May 2006
Job Pink Pockets Founder and President
Industry Medical Devices
Experience
Pink Pockets June 2010 - Present
Texas Attorney General February 2013 - July 2013
Oxford Commercial September 2007 - June 2008
National Financial Partners July 2004 - May 2006
Harte-Hanks November 2003 - June 2004
Accenture 1991 - 2000
Skills
Leadership, Business Development, Management, Medical Devices, Hospitals, Surgery, Financial Planning, Entrepreneurship, Start-ups, Retail, Strategic Partnerships, Social Media Marketing, Public Relations, Strategic Planning, Marketing, Social Networking, Financial Services, Marketing Communications, Social Media, Strategy, Strategic Financial..., Insurance, Portfolio Management, Employee Benefits, Public Speaking, Project Management
Education
Trinity University 1988 — 1991
Bachelor of Science, Business, Communications
Lewis and Clark College 1987 — 1988
Pink Pockets June 2010 - Present
Texas Attorney General February 2013 - July 2013
Oxford Commercial September 2007 - June 2008
National Financial Partners July 2004 - May 2006
Harte-Hanks November 2003 - June 2004
Accenture 1991 - 2000
Skills
Leadership, Business Development, Management, Medical Devices, Hospitals, Surgery, Financial Planning, Entrepreneurship, Start-ups, Retail, Strategic Partnerships, Social Media Marketing, Public Relations, Strategic Planning, Marketing, Social Networking, Financial Services, Marketing Communications, Social Media, Strategy, Strategic Financial..., Insurance, Portfolio Management, Employee Benefits, Public Speaking, Project Management
Education
Trinity University 1988 — 1991
Bachelor of Science, Business, Communications
Lewis and Clark College 1987 — 1988
Jeremiah Patterson, CFP®'s National Financial Partners Experience February 2007 - May 2008
Job Office Manager/Financial Planner at Confidental
Industry Financial Services
Experience
Copelin Financial Advisors July 2009 - Present
NFP Securities May 2008 - June 2010
NFP Securities February 2007 - May 2008
National Financial Partners February 2007 - May 2008
Ameriprise 2006 - 2007
Pilgrim's Pride 2004 - 2005
Pilgrims Pride 2004 - 2005
Skills
Strategic Financial..., Insurance, Series 7, Investments, Asset Managment, Financial Analysis, Risk Management, Series 63, Securities, Wealth Management, Retirement Planning, Equities, Retirement, Investment Advisory, Estate Planning, Portfolio Management
Education
Stephen F. Austin State University 2001 — 2003
Bachelor of Science (BS), Biology, General
Kilgore College 1999 — 2001
Associate of Science (AS)
Copelin Financial Advisors July 2009 - Present
NFP Securities May 2008 - June 2010
NFP Securities February 2007 - May 2008
National Financial Partners February 2007 - May 2008
Ameriprise 2006 - 2007
Pilgrim's Pride 2004 - 2005
Pilgrims Pride 2004 - 2005
Skills
Strategic Financial..., Insurance, Series 7, Investments, Asset Managment, Financial Analysis, Risk Management, Series 63, Securities, Wealth Management, Retirement Planning, Equities, Retirement, Investment Advisory, Estate Planning, Portfolio Management
Education
Stephen F. Austin State University 2001 — 2003
Bachelor of Science (BS), Biology, General
Kilgore College 1999 — 2001
Associate of Science (AS)
Bryan Ellmer's National Financial Partners Experience January 2011 - April 2012
Job Experienced Senior Financial Analyst specializing in financial modeling, managerial reporting and corporate budgeting
Industry Financial Services
Experience
National Financial Partners January 2011 - April 2012
National Financial Partners September 2009 - December 2010
National Financial Partners January 2007 - August 2009
National Financial Partners February 2006 - December 2006
Related June 2005 - February 2006
Skills
Financial Modeling, Financial Analysis, Financial Accounting, Strategic Financial..., Corporate Finance, Financial Reporting, Accounting, Forecasting, Finance, Operations Management, Cash Management, Variance Analysis, Business Analysis, Accounts Receivable, Leadership, Microsoft Excel, Microsoft Office, Process Improvement, Analysis, Managerial Finance
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2014
MBA, Finance/Strategic Management
Marist College 1999 — 2003
Bachelor's degree, Business Administration/Finance
Clifton High School 1998 — 1999
Bergen Catholic 1995 — 1997
National Financial Partners January 2011 - April 2012
National Financial Partners September 2009 - December 2010
National Financial Partners January 2007 - August 2009
National Financial Partners February 2006 - December 2006
Related June 2005 - February 2006
Skills
Financial Modeling, Financial Analysis, Financial Accounting, Strategic Financial..., Corporate Finance, Financial Reporting, Accounting, Forecasting, Finance, Operations Management, Cash Management, Variance Analysis, Business Analysis, Accounts Receivable, Leadership, Microsoft Excel, Microsoft Office, Process Improvement, Analysis, Managerial Finance
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2014
MBA, Finance/Strategic Management
Marist College 1999 — 2003
Bachelor's degree, Business Administration/Finance
Clifton High School 1998 — 1999
Bergen Catholic 1995 — 1997
Esther Rosengarten's National Financial Partners Experience February 2005 - April 2009
Job Manager, AVP at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group April 2009 - Present
National Financial Partners February 2005 - April 2009
US Department of Education Office of Inspector General 2002 - 2005
Skills
Auditing, Internal Controls, Accounting, Financial Analysis, Financial Reporting, Due Diligence, Cash Management, Financial Accounting, Sarbanes-Oxley Act, Strategic Financial..., Private Equity, GAAP
Education
City University of New York-Brooklyn College 1999 — 2002
B.S. & M.S., Accounting
The Blackstone Group April 2009 - Present
National Financial Partners February 2005 - April 2009
US Department of Education Office of Inspector General 2002 - 2005
Skills
Auditing, Internal Controls, Accounting, Financial Analysis, Financial Reporting, Due Diligence, Cash Management, Financial Accounting, Sarbanes-Oxley Act, Strategic Financial..., Private Equity, GAAP
Education
City University of New York-Brooklyn College 1999 — 2002
B.S. & M.S., Accounting
Jennifer (Brooks) Risher CPA's National Financial Partners Experience February 2006 - June 2010
Job Financial Controller at Budweiser of Asheville
Industry Accounting
Experience
Budweiser of Asheville February 2014 - Present
Etcetera of Hilton Head Island February 2012 - Present
National Financial Partners February 2006 - June 2010
Miller, Cooper & Co., Ltd. June 2002 - January 2006
Arthur Andersen, LLP June 2001 - May 2002
Smith Turner & Reeves, PA September 1995 - May 2001
Mississippi State Tax Commission 1990 - 1995
Skills
Income Tax, Auditing, Accounting, Mergers & Acquisitions, GAAP, Business Analysis, Tax, Strategic Financial..., Sales
Education
Mississippi State University - College of Business and Industry 1986 — 1990
BPA, Accounting
Budweiser of Asheville February 2014 - Present
Etcetera of Hilton Head Island February 2012 - Present
National Financial Partners February 2006 - June 2010
Miller, Cooper & Co., Ltd. June 2002 - January 2006
Arthur Andersen, LLP June 2001 - May 2002
Smith Turner & Reeves, PA September 1995 - May 2001
Mississippi State Tax Commission 1990 - 1995
Skills
Income Tax, Auditing, Accounting, Mergers & Acquisitions, GAAP, Business Analysis, Tax, Strategic Financial..., Sales
Education
Mississippi State University - College of Business and Industry 1986 — 1990
BPA, Accounting
Keith Buck, JD, LLM, CLU's National Financial Partners Experience May 2004 - May 2008
Job Assistant Vice President, Advanced Design Unit at Pacific Life Insurance Co.
Industry Insurance
Experience
Pacific Life Insurance Co. June 2008 - Present
National Financial Partners May 2004 - May 2008
ING 2002 - 2004
Education
Boston University School of Law LLM Program in Tax 1996 — 2001
Drake University Law School 1988 — 1991
University of Iowa 1982 — 1988
BGS, Russian Studies, Criminology
Pacific Life Insurance Co. June 2008 - Present
National Financial Partners May 2004 - May 2008
ING 2002 - 2004
Education
Boston University School of Law LLM Program in Tax 1996 — 2001
Drake University Law School 1988 — 1991
University of Iowa 1982 — 1988
BGS, Russian Studies, Criminology
Sean Starke's National Financial Partners Experience January 2010 - October 2012
Job Sales Development Rep. Manager at eSignLive by Silanis
Industry Information Technology and Services
Experience
e-SignLive by Silanis August 2015 - Present
Plastixx FFS Technologies Inc. October 2012 - April 2015
National Financial Partners January 2010 - October 2012
Alterity Group January 2010 - October 2012
Putnam Investments September 2008 - December 2009
Skills
Manufacturing, Business Development, Business Strategy, Strategy, Strategic Planning, Cross-functional Team..., Competitive Analysis, Start-ups, New Business Development, Strategic Partnerships
Education
University of New England (AU) 2009 — 2011
MBA, International Business
Bowdoin College 1999 — 2003
BA, Economics
Deerfield Academy 1997 — 1999
Lower Canada College 1990 — 1997
High School
e-SignLive by Silanis August 2015 - Present
Plastixx FFS Technologies Inc. October 2012 - April 2015
National Financial Partners January 2010 - October 2012
Alterity Group January 2010 - October 2012
Putnam Investments September 2008 - December 2009
Skills
Manufacturing, Business Development, Business Strategy, Strategy, Strategic Planning, Cross-functional Team..., Competitive Analysis, Start-ups, New Business Development, Strategic Partnerships
Education
University of New England (AU) 2009 — 2011
MBA, International Business
Bowdoin College 1999 — 2003
BA, Economics
Deerfield Academy 1997 — 1999
Lower Canada College 1990 — 1997
High School
Thad Barnes, CFA's National Financial Partners Experience March 2008 - June 2008
Job Sr. Business Analyst
Industry Financial Services
Experience
Charles Schwab & Co. June 2008 - Present
National Financial Partners March 2008 - June 2008
National Financial Partners March 2006 - March 2008
Electronic Trading Group, LLC June 2003 - August 2004
Protrader Securities June 1997 - June 2003
Education
Baylor University
Economics
Charles Schwab & Co. June 2008 - Present
National Financial Partners March 2008 - June 2008
National Financial Partners March 2006 - March 2008
Electronic Trading Group, LLC June 2003 - August 2004
Protrader Securities June 1997 - June 2003
Education
Baylor University
Economics
Michael Karp's National Financial Partners Experience 2012 - January 2013
Job at
Industry Information Technology and Services
Experience
Express Scripts February 2013 - Present
National Financial Partners 2012 - January 2013
MediaBank 2010 - 2012
Central Conference of American Rabbi's 2008 - 2010
AEGIS 2007 - 2008
Interactive Consulting Services 2001 - 2008
SWN Communications January 2006 - November 2006
AT&T July 2004 - September 2005
Bradco Supply 2005 - 2005
UNDP 2004 - 2004
Skills
Program Management, Project Management, Change Management, PMO, ITIL, Business Process..., IT Audit, SDLC, Information Technology, Vendor Management, IT Strategy, Business Analysis, Software Project..., Project Portfolio..., MS Project, Integration, Business Process
Education
Boston University Questrom School of Business 1989 — 1992
MBA, General Management
University of Massachusetts at Lowell 1986 — 1989
MS Compter Engineering, Master of Science in Computer Engineering
Drexel University 1975 — 1980
BSEE, Electrical Engineering and Computers
Express Scripts February 2013 - Present
National Financial Partners 2012 - January 2013
MediaBank 2010 - 2012
Central Conference of American Rabbi's 2008 - 2010
AEGIS 2007 - 2008
Interactive Consulting Services 2001 - 2008
SWN Communications January 2006 - November 2006
AT&T July 2004 - September 2005
Bradco Supply 2005 - 2005
UNDP 2004 - 2004
Skills
Program Management, Project Management, Change Management, PMO, ITIL, Business Process..., IT Audit, SDLC, Information Technology, Vendor Management, IT Strategy, Business Analysis, Software Project..., Project Portfolio..., MS Project, Integration, Business Process
Education
Boston University Questrom School of Business 1989 — 1992
MBA, General Management
University of Massachusetts at Lowell 1986 — 1989
MS Compter Engineering, Master of Science in Computer Engineering
Drexel University 1975 — 1980
BSEE, Electrical Engineering and Computers
Nina Hynes's National Financial Partners Experience Assist. VPUnited Jersey Bank1982 - 1986
Job Exec. Assistant/ Office Manager at National Financial Partners
Industry Financial Services
Experience
National Financial Partners Assist. VPUnited Jersey Bank1982 - 1986
Education
Dickinson College
BA
National Financial Partners Assist. VPUnited Jersey Bank1982 - 1986
Education
Dickinson College
BA
Jason Deka's National Financial Partners Experience 2008 - October 2012
Job Senior Application Developer at ESPN
Industry Insurance
Experience
ESPN March 2015 - Present
TEKsystems (Consultant at ESPN) September 2014 - March 2015
Carrier Corporation (Consultant) October 2012 - September 2014
PPI Benefit Solutions March 2009 - October 2012
National Financial Partners 2008 - October 2012
Computer Sciences Corporation 2000 - 2008
Skills
Client Interfacing..., Requirements Gathering, Requirements Analysis, User Interface Design, N-tier, Object Oriented Systems, MVC Architecture, ASP.NET MVC, Ruby on Rails, Core Java, C# 4.0, C/C++ STL, Relational Databases, Microsoft SQL Server, T-SQL, SQL, Web Services, VB.NET, XML, ASP.NET, JSON, jQuery UI, jQuery, HTML, XSL, CSS, ORM Tools, IIS, EDI, Oracle 9i, MySQL, Web 2.0, XSLT
Education
Central Connecticut State University 1995 — 2000
Bachelor of Science (BS), Computer Science
ESPN March 2015 - Present
TEKsystems (Consultant at ESPN) September 2014 - March 2015
Carrier Corporation (Consultant) October 2012 - September 2014
PPI Benefit Solutions March 2009 - October 2012
National Financial Partners 2008 - October 2012
Computer Sciences Corporation 2000 - 2008
Skills
Client Interfacing..., Requirements Gathering, Requirements Analysis, User Interface Design, N-tier, Object Oriented Systems, MVC Architecture, ASP.NET MVC, Ruby on Rails, Core Java, C# 4.0, C/C++ STL, Relational Databases, Microsoft SQL Server, T-SQL, SQL, Web Services, VB.NET, XML, ASP.NET, JSON, jQuery UI, jQuery, HTML, XSL, CSS, ORM Tools, IIS, EDI, Oracle 9i, MySQL, Web 2.0, XSLT
Education
Central Connecticut State University 1995 — 2000
Bachelor of Science (BS), Computer Science
Jacob Boston's National Financial Partners Experience May 2000 - July 2003
Job Vice President, Communications & Government Relations
Industry Financial Services
Experience
M Financial Group May 2006 - Present
M Financial Group August 2003 - May 2006
National Financial Partners May 2000 - July 2003
Skills
Employee Benefits, Insurance, Disability Insurance, Financial Services, Executive Pay, Succession Planning, Strategic Planning, Life Insurance, Retirement, Investments, Asset Management, Estate Planning, Marketing, Wealth, Retirement Planning, Fixed Annuities, Social Media, Wealth Management
Education
Emory University 1989 — 1992
BA, Political Science
M Financial Group May 2006 - Present
M Financial Group August 2003 - May 2006
National Financial Partners May 2000 - July 2003
Skills
Employee Benefits, Insurance, Disability Insurance, Financial Services, Executive Pay, Succession Planning, Strategic Planning, Life Insurance, Retirement, Investments, Asset Management, Estate Planning, Marketing, Wealth, Retirement Planning, Fixed Annuities, Social Media, Wealth Management
Education
Emory University 1989 — 1992
BA, Political Science
Miriam I. Katz's National Financial Partners Experience 1999 - August 2008
Job Chief Knowledge Officer at Vcorp Services
Industry Legal Services
Experience
Vcorp Services September 2009 - Present
Simon Wiesenthal Center May 2009 - August 2009
National Financial Partners 1999 - August 2008
Salomon Smith Barney January 1999 - October 1999
CIBC Capital Markets (formerly, Oppenheimer & Co.) July 1990 - October 1998
Corroon & Black Corporation, New York, NY April 1987 - June 1990
Skills
Corporate Governance, Due Diligence
Education
Adelphi University 1986 — 1987
Certificate, Generalist, Paralegal Studies
University of Connecticut
BS, Business
Vcorp Services September 2009 - Present
Simon Wiesenthal Center May 2009 - August 2009
National Financial Partners 1999 - August 2008
Salomon Smith Barney January 1999 - October 1999
CIBC Capital Markets (formerly, Oppenheimer & Co.) July 1990 - October 1998
Corroon & Black Corporation, New York, NY April 1987 - June 1990
Skills
Corporate Governance, Due Diligence
Education
Adelphi University 1986 — 1987
Certificate, Generalist, Paralegal Studies
University of Connecticut
BS, Business
Giselle Ortiz's National Financial Partners Experience 2009 - August 2013
Job Pension Benefits Administrator at Hunter Douglas
Industry Human Resources
Experience
Hunter Douglas August 2013 - Present
National Financial Partners 2009 - August 2013
National Financial Partners 2006 - 2009
WCBS-TV 2005 - 2006
Tishman Speyer Properties 2001 - 2005
Skills
Pension Administration, Human Resources, HR Policies, 401k, Defined Benefit, Employee Benefits, Employee Engagement, Employee Training, Training, Change Management, Organizational..., ADP Payroll, Payroll, Ultipro, Outlook, Microsoft Excel, Customer Service
Education
CUNY Bronx Community College 2000 — 2003
Psychology
Hunter Douglas August 2013 - Present
National Financial Partners 2009 - August 2013
National Financial Partners 2006 - 2009
WCBS-TV 2005 - 2006
Tishman Speyer Properties 2001 - 2005
Skills
Pension Administration, Human Resources, HR Policies, 401k, Defined Benefit, Employee Benefits, Employee Engagement, Employee Training, Training, Change Management, Organizational..., ADP Payroll, Payroll, Ultipro, Outlook, Microsoft Excel, Customer Service
Education
CUNY Bronx Community College 2000 — 2003
Psychology
Robert Zuccaro's National Financial Partners Experience July 2003 - December 2008
Job EVP & CFO at GAMCO Investors Inc.
Industry Financial Services
Experience
GAMCO Investors Inc. February 2011 - Present
Commonwealth Management Partners LLLP (Part of GAMCO Organization) March 2009 - February 2011
National Financial Partners July 2003 - December 2008
GAMCO Investors May 1998 - July 2003
Cybex International August 1984 - December 1997
Skills
Banking, Cash Management, SOX, Divestitures, Corporate Finance
Education
LIU Post 1975 — 1979
Bachelor’s Degree, Accounting, cum laude
GAMCO Investors Inc. February 2011 - Present
Commonwealth Management Partners LLLP (Part of GAMCO Organization) March 2009 - February 2011
National Financial Partners July 2003 - December 2008
GAMCO Investors May 1998 - July 2003
Cybex International August 1984 - December 1997
Skills
Banking, Cash Management, SOX, Divestitures, Corporate Finance
Education
LIU Post 1975 — 1979
Bachelor’s Degree, Accounting, cum laude
Ashok Anthey's National Financial Partners Experience January 2003 - Present
Job Corporate Finance National Financial Partners
Industry Financial Services
Experience
National Financial Partners January 2003 - Present
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA, Finance
National Financial Partners January 2003 - Present
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA, Finance
Jessica Bibliowicz's National Financial Partners Experience April 1999 - June 2013
Job Financial Services Professional
Industry Financial Services
Experience
National Financial Partners April 1999 - June 2013
Education
Cornell University 1977 — 1981
bs, government
National Financial Partners April 1999 - June 2013
Education
Cornell University 1977 — 1981
bs, government
Ariane Cline's National Financial Partners Experience December 2012 - April 2015
Job Director at National Financial Partners
Industry Financial Services
Experience
NFP April 2015 - Present
NFP November 2014 - April 2015
National Financial Partners December 2012 - April 2015
National Financial Partners June 2010 - December 2012
Husky Injection Molding Systems October 2004 - August 2008
Husky Injection Molding Systems May 2002 - October 2004
Hallam Associates September 2000 - August 2001
Bloomberg L.L.P May 2000 - August 2000
Skills
C#, Project Management, Microsoft SQL Server, SSAS 2008, Business Intelligence..., .NET, Process Improvement, XML, ASP.NET, VB.NET, Mechanical Engineering, Unigraphics, SQL, T-SQL, Windows, SSRS, Engineering, SSIS, Software Development, MDX, ETL Tools, Cloud Applications
Education
Champlain College 2007 — 2007
Advanced Programming in C++
University of Vermont 1996 — 2002
B.S. in Mechanical Engineering, Engineering and Business
Strath Haven
NFP April 2015 - Present
NFP November 2014 - April 2015
National Financial Partners December 2012 - April 2015
National Financial Partners June 2010 - December 2012
Husky Injection Molding Systems October 2004 - August 2008
Husky Injection Molding Systems May 2002 - October 2004
Hallam Associates September 2000 - August 2001
Bloomberg L.L.P May 2000 - August 2000
Skills
C#, Project Management, Microsoft SQL Server, SSAS 2008, Business Intelligence..., .NET, Process Improvement, XML, ASP.NET, VB.NET, Mechanical Engineering, Unigraphics, SQL, T-SQL, Windows, SSRS, Engineering, SSIS, Software Development, MDX, ETL Tools, Cloud Applications
Education
Champlain College 2007 — 2007
Advanced Programming in C++
University of Vermont 1996 — 2002
B.S. in Mechanical Engineering, Engineering and Business
Strath Haven
Heather Gerard's National Financial Partners Experience October 1999 - Present
Job Senior Global Plan Manager at NFP
Industry Financial Services
Experience
National Financial Partners October 1999 - Present
Benmark 2003 - 2004
Skills
Benefits Administration, Employee Benefits, Financial Services, Life Insurance, Defined Benefit, Retirement Planning, Insurance, Disability Insurance, Mutual Funds
Education
Georgia Institute of Technology 1990 — 1993
BS, Business
Georgia Institute of Technology 1990 — 1993
Bachelor of Science (BS), Business Administration and Management, General
National Financial Partners October 1999 - Present
Benmark 2003 - 2004
Skills
Benefits Administration, Employee Benefits, Financial Services, Life Insurance, Defined Benefit, Retirement Planning, Insurance, Disability Insurance, Mutual Funds
Education
Georgia Institute of Technology 1990 — 1993
BS, Business
Georgia Institute of Technology 1990 — 1993
Bachelor of Science (BS), Business Administration and Management, General
James Gelder's National Financial Partners Experience January 2010 - February 2012
Job Jim Gelder, CLU, CEO at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage August 2013 - Present
J Gelder March 2012 - Present
National Financial Partners January 2010 - February 2012
NFP July 2007 - February 2012
ING January 2002 - June 2007
Skills
Insurance, Strategic Planning, Risk Management, Retirement Planning, Life Insurance, Strategic Financial..., Mergers, Wealth Management, Executive Management, Mutual Funds, Business Development, CRM, Financial Services, Portfolio Management, Strategy, Employee Benefits, Wealth, Mergers & Acquisitions
Education
Dartmouth College 1999 — 1999
Tuck Executive Program, Executive Management
The American College 1990 — 1992
Chartered Life Underwriter, CLU, Life Insurance
Southern California College 1967 — 1969
Highland Capital Brokerage August 2013 - Present
J Gelder March 2012 - Present
National Financial Partners January 2010 - February 2012
NFP July 2007 - February 2012
ING January 2002 - June 2007
Skills
Insurance, Strategic Planning, Risk Management, Retirement Planning, Life Insurance, Strategic Financial..., Mergers, Wealth Management, Executive Management, Mutual Funds, Business Development, CRM, Financial Services, Portfolio Management, Strategy, Employee Benefits, Wealth, Mergers & Acquisitions
Education
Dartmouth College 1999 — 1999
Tuck Executive Program, Executive Management
The American College 1990 — 1992
Chartered Life Underwriter, CLU, Life Insurance
Southern California College 1967 — 1969
Aleksander Ortynski's National Financial Partners Experience 2008 - 2009
Job Creator of "Mailr for Flickr" iPhone App
Industry Computer Software
Experience
KaleidaCare Management Solutions September 2013 - September 2014
Mailr for Flickr September 2012 - September 2013
DriversHQ July 2009 - September 2012
National Financial Partners 2008 - 2009
Skills
XML, JavaScript, C#, SQL, .NET, Java, iOS development, iOS, Xcode, Visual Studio
Education
Lake Forest College 2002 — 2006
Bachelor of Science (BS), Computer Science
KaleidaCare Management Solutions September 2013 - September 2014
Mailr for Flickr September 2012 - September 2013
DriversHQ July 2009 - September 2012
National Financial Partners 2008 - 2009
Skills
XML, JavaScript, C#, SQL, .NET, Java, iOS development, iOS, Xcode, Visual Studio
Education
Lake Forest College 2002 — 2006
Bachelor of Science (BS), Computer Science
Teresa Mangone, CPA's National Financial Partners Experience December 2010 - Present
Job Senior Internal Auditor at NFP
Industry Accounting
Experience
National Financial Partners December 2010 - Present
Mendes & Mount March 2010 - December 2010
UHY Advisors September 2007 - September 2009
Grant Thornton January 2006 - May 2006
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Internal Controls, Microsoft Excel, Internal Audit, Account Reconciliation, Microsoft Word, Financial Statements, Forensic Accounting, Sarbanes-Oxley Act, CPA, US GAAP, Outlook, QuickBooks, General Ledger
Education
Siena College 2003 — 2007
BBA, Accounting
Birkbeck, U. of London 2006 — 2006
National Financial Partners December 2010 - Present
Mendes & Mount March 2010 - December 2010
UHY Advisors September 2007 - September 2009
Grant Thornton January 2006 - May 2006
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Internal Controls, Microsoft Excel, Internal Audit, Account Reconciliation, Microsoft Word, Financial Statements, Forensic Accounting, Sarbanes-Oxley Act, CPA, US GAAP, Outlook, QuickBooks, General Ledger
Education
Siena College 2003 — 2007
BBA, Accounting
Birkbeck, U. of London 2006 — 2006
JoAnn Morales-Khan's National Financial Partners Experience October 2005 - December 2008
Job Accounts Payable Manager / Project Accountant
Industry Real Estate
Experience
El Ad US Holdings August 2012 - Present
Tishman Speyer February 2011 - July 2012
Icon Information Consultants February 2010 - December 2010
National Financial Partners October 2005 - December 2008
Quick International Courier April 2001 - October 2005
Iberia Foods Corp. November 1991 - April 2001
Skills
General Ledger, Internal Audit, Budgets, GAAP, QuickBooks, Internal Controls, Financial Modeling, Corporate Finance, Due Diligence, Process Improvement, Financial Analysis, Journal Entries, Accounts Payable, Credit, Invoicing, Accruals, Accounting, Cash Flow, Accounts Receivable, Financial Reporting, Account Reconciliation, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Accounting, Problem Solving, Project Accounting
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master’s Degree, Accounting and Finance
El Ad US Holdings August 2012 - Present
Tishman Speyer February 2011 - July 2012
Icon Information Consultants February 2010 - December 2010
National Financial Partners October 2005 - December 2008
Quick International Courier April 2001 - October 2005
Iberia Foods Corp. November 1991 - April 2001
Skills
General Ledger, Internal Audit, Budgets, GAAP, QuickBooks, Internal Controls, Financial Modeling, Corporate Finance, Due Diligence, Process Improvement, Financial Analysis, Journal Entries, Accounts Payable, Credit, Invoicing, Accruals, Accounting, Cash Flow, Accounts Receivable, Financial Reporting, Account Reconciliation, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Accounting, Problem Solving, Project Accounting
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master’s Degree, Accounting and Finance
Christian Jackson's National Financial Partners Experience January 2012 - June 2012
Job Associate at Simpson Thacher & Bartlett LLP
Industry Legal Services
Experience
Simpson Thacher & Bartlett LLP 2013 - Present
Simpson Thacher & Bartlett LLP May 2012 - September 2012
National Financial Partners January 2012 - June 2012
Morgan Stanley June 2011 - August 2011
Skills
Legal Research, Legal Writing, Real Estate, Research, Securities, Litigation, Commercial Litigation, Financial Transactions, Transactional Law
Education
University of Pennsylvania Law School
ESADE Business School
Fordham Law School
Florida Agricultural and Mechanical University
Simpson Thacher & Bartlett LLP 2013 - Present
Simpson Thacher & Bartlett LLP May 2012 - September 2012
National Financial Partners January 2012 - June 2012
Morgan Stanley June 2011 - August 2011
Skills
Legal Research, Legal Writing, Real Estate, Research, Securities, Litigation, Commercial Litigation, Financial Transactions, Transactional Law
Education
University of Pennsylvania Law School
ESADE Business School
Fordham Law School
Florida Agricultural and Mechanical University
Kimberly Kelly's National Financial Partners Experience March 2004 - September 2011
Job Senior Tax Manager at Symantec
Industry Computer Software
Experience
Symantec December 2014 - Present
Lam Research November 2013 - November 2014
TransUnion August 2013 - November 2013
Aon September 2011 - May 2013
National Financial Partners March 2004 - September 2011
Equity Office Properties May 2001 - March 2004
Deloitte December 2000 - May 2001
Noell, Deetz, Agnew and Morse August 1999 - December 2000
Skills
FAS 109, US Federal and State..., Tax Process Improvement, Purchase Accounting, Mergers & Acquisitions, Tax, Mergers, FAS 5, Corporate Tax, CPA, Accounting, International Tax, Internal Controls, GAAP, Financial Reporting, US GAAP, SEC filings, Tax Accounting, Sarbanes-Oxley Act, Income Tax, Auditing
Education
California State University-Fresno 1995 — 1999
Bachelor of Science (B.S.), Accounting
Golden Gate University
Graduate Certificate in International Taxation (in progress)
Symantec December 2014 - Present
Lam Research November 2013 - November 2014
TransUnion August 2013 - November 2013
Aon September 2011 - May 2013
National Financial Partners March 2004 - September 2011
Equity Office Properties May 2001 - March 2004
Deloitte December 2000 - May 2001
Noell, Deetz, Agnew and Morse August 1999 - December 2000
Skills
FAS 109, US Federal and State..., Tax Process Improvement, Purchase Accounting, Mergers & Acquisitions, Tax, Mergers, FAS 5, Corporate Tax, CPA, Accounting, International Tax, Internal Controls, GAAP, Financial Reporting, US GAAP, SEC filings, Tax Accounting, Sarbanes-Oxley Act, Income Tax, Auditing
Education
California State University-Fresno 1995 — 1999
Bachelor of Science (B.S.), Accounting
Golden Gate University
Graduate Certificate in International Taxation (in progress)
Brian Whitney's National Financial Partners Experience January 2006 - December 2007
Job CEO at Experium Science Academy
Industry Education Management
Experience
Experium Science Academy November 2013 - Present
BancVue June 2010 - July 2013
Triton Financial Solutions January 2008 - December 2009
National Financial Partners January 2006 - December 2007
Skills
Executive Managment, Board Consultations, Designing Product..., Strategic Alliances and..., Sales Channel..., Creating and Launching..., Product Structuring, Financial Analysis, Mutual Funds, Portfolio Management, Equities, Investments, Management, Financial Services, Series 7, Alternative Investments, Leadership, Asset Management, Business Development
Education
University of Southern California - Marshall School of Business 2002 — 2005
MBA, Finance
Brigham Young University 1993 — 1998
BS, Finance
Experium Science Academy November 2013 - Present
BancVue June 2010 - July 2013
Triton Financial Solutions January 2008 - December 2009
National Financial Partners January 2006 - December 2007
Skills
Executive Managment, Board Consultations, Designing Product..., Strategic Alliances and..., Sales Channel..., Creating and Launching..., Product Structuring, Financial Analysis, Mutual Funds, Portfolio Management, Equities, Investments, Management, Financial Services, Series 7, Alternative Investments, Leadership, Asset Management, Business Development
Education
University of Southern California - Marshall School of Business 2002 — 2005
MBA, Finance
Brigham Young University 1993 — 1998
BS, Finance
Anthony Daluise's National Financial Partners Experience May 2002 - August 2008
Job CFO at Universal Insurance Services
Industry Insurance
Experience
Universal Insurance Services of Florida August 2008 - October 2011
National Financial Partners May 2002 - August 2008
Investment Management Services, Inc June 2001 - May 2002
Oppenheimer Capital / Pimco Advisors May 1996 - August 2001
Merrill Lynch/ML Futures May 1999 - December 1999
Pimco Advisors, L.P./Oppenheimer Capital October 1996 - May 1999
Mendes & Mount LLP March 1994 - October 1996
Skills
Microsoft Excel, ADP Payroll, Multi-state Payroll..., Cash Management, Executive Reporting, Financial Reporting, Management, Accounts Payable, Accounts Receivable, Account Reconciliation, Operations Management, Accounting, General Ledger, Auditing, Finance, Analysis, Payroll, Budgets, Insurance, Strategic Financial..., PeopleSoft, Executive Management, Managerial Finance, Human Resources, Sarbanes-Oxley Act, Variance Analysis, Financial Analysis
Education
Kean University 1991 — 1993
BS Accounting, Accounting/Finance
Universal Insurance Services of Florida August 2008 - October 2011
National Financial Partners May 2002 - August 2008
Investment Management Services, Inc June 2001 - May 2002
Oppenheimer Capital / Pimco Advisors May 1996 - August 2001
Merrill Lynch/ML Futures May 1999 - December 1999
Pimco Advisors, L.P./Oppenheimer Capital October 1996 - May 1999
Mendes & Mount LLP March 1994 - October 1996
Skills
Microsoft Excel, ADP Payroll, Multi-state Payroll..., Cash Management, Executive Reporting, Financial Reporting, Management, Accounts Payable, Accounts Receivable, Account Reconciliation, Operations Management, Accounting, General Ledger, Auditing, Finance, Analysis, Payroll, Budgets, Insurance, Strategic Financial..., PeopleSoft, Executive Management, Managerial Finance, Human Resources, Sarbanes-Oxley Act, Variance Analysis, Financial Analysis
Education
Kean University 1991 — 1993
BS Accounting, Accounting/Finance
Anna Myers's National Financial Partners Experience June 2008 - Present
Job Exec Sales Asst/Office Sprv at National Financial Partners (NFP)
Industry Financial Services
Experience
National Financial Partners June 2008 - Present
World Savings January 2002 - September 2007
American Home Mortgage (Marina Mortgage) 2001 - 2002
The Hofmann Company 2000 - 2001
Bank of America 1998 - 2000
Wells Fargo 1996 - 1998
Skills
Customer Service, Customer Relations, Excel, Microsoft Office, Word, Outlook, Administration, Event Planning, Problem Solving, Research, Negotiation, Data Entry, Administrative Support, Teamwork, Documentation, Credit, Social Media, Supervisory Skills, Employee Relations, Accounts Payable, Lotus Notes, Loan Closing, Bank Secrecy Act, Compliance Training, FINRA, Securities, Online Marketing, Account Management, 401k, Life Insurance, CRM, Software Documentation, Microsoft Excel, Administrative..., Microsoft Word, Banking, Sales, Insurance, Leadership
Education
Los Medanos College
National Financial Partners June 2008 - Present
World Savings January 2002 - September 2007
American Home Mortgage (Marina Mortgage) 2001 - 2002
The Hofmann Company 2000 - 2001
Bank of America 1998 - 2000
Wells Fargo 1996 - 1998
Skills
Customer Service, Customer Relations, Excel, Microsoft Office, Word, Outlook, Administration, Event Planning, Problem Solving, Research, Negotiation, Data Entry, Administrative Support, Teamwork, Documentation, Credit, Social Media, Supervisory Skills, Employee Relations, Accounts Payable, Lotus Notes, Loan Closing, Bank Secrecy Act, Compliance Training, FINRA, Securities, Online Marketing, Account Management, 401k, Life Insurance, CRM, Software Documentation, Microsoft Excel, Administrative..., Microsoft Word, Banking, Sales, Insurance, Leadership
Education
Los Medanos College
Bryan Schick's National Financial Partners Experience February 2000 - Present
Job President, NFP BVI LTD
Industry Financial Services
Experience
NFP BVI LTD January 2014 - Present
National Financial Partners February 2000 - Present
MedPartners 1997 - 2000
Skills
Estate Planning, Retirement Planning, Life Insurance, Retirement, Fixed Annuities, Wealth Management, Insurance
Education
Birmingham-Southern College 1985 — 1990
Bachelor of Science, Accounting
NFP BVI LTD January 2014 - Present
National Financial Partners February 2000 - Present
MedPartners 1997 - 2000
Skills
Estate Planning, Retirement Planning, Life Insurance, Retirement, Fixed Annuities, Wealth Management, Insurance
Education
Birmingham-Southern College 1985 — 1990
Bachelor of Science, Accounting
Sandhiya Mailai, CSM, CSPO's National Financial Partners Experience September 2013 - March 2014
Job Lead Business Analyst and Product Manager
Industry Information Technology and Services
Experience
FirstCare Health Plans February 2015 - Present
National Financial Partners September 2013 - March 2014
Nationwide Insurance March 2012 - September 2013
McGraw-Hill Higher Education September 2011 - March 2012
Quick Solutions March 2011 - September 2011
Apprisen Financial Advocates March 2011 - August 2011
UnitedHealthcare December 2007 - November 2010
Aetna May 2006 - December 2007
Skills
Requirements Gathering, Business Requirements, Requirements Analysis, SDLC, Visio, Agile Methodologies, Business Process Design, Business Analysis, Use Case Analysis, Requirements Management, Process Improvement, Integration, Software Documentation, Test Planning, Functional..., Business Process..., Analysis, System Requirements, Waterfall, Business Process, Requirements..., Gap Analysis, Requirement..., SQL, Data Warehousing, UML, Test Cases, Documentation, Use Case, Functional Requirements, Software Requirements, JAD, Survey Research, Wireframes, User Stories, Documentations, Employee Surveys, Elicitation, Gamification, Surveying, Gherkin, Rational Team Concert, Rational Requirements..., Feedback, Project Estimation, Dedication to..., DMAIC, Team Facilitation, Virtual Facilitation, Data Mapping
Education
Anna University
Bachelors in Engineering, Electrical and Electronics Engineering
Vallaki School of Music
Music
FirstCare Health Plans February 2015 - Present
National Financial Partners September 2013 - March 2014
Nationwide Insurance March 2012 - September 2013
McGraw-Hill Higher Education September 2011 - March 2012
Quick Solutions March 2011 - September 2011
Apprisen Financial Advocates March 2011 - August 2011
UnitedHealthcare December 2007 - November 2010
Aetna May 2006 - December 2007
Skills
Requirements Gathering, Business Requirements, Requirements Analysis, SDLC, Visio, Agile Methodologies, Business Process Design, Business Analysis, Use Case Analysis, Requirements Management, Process Improvement, Integration, Software Documentation, Test Planning, Functional..., Business Process..., Analysis, System Requirements, Waterfall, Business Process, Requirements..., Gap Analysis, Requirement..., SQL, Data Warehousing, UML, Test Cases, Documentation, Use Case, Functional Requirements, Software Requirements, JAD, Survey Research, Wireframes, User Stories, Documentations, Employee Surveys, Elicitation, Gamification, Surveying, Gherkin, Rational Team Concert, Rational Requirements..., Feedback, Project Estimation, Dedication to..., DMAIC, Team Facilitation, Virtual Facilitation, Data Mapping
Education
Anna University
Bachelors in Engineering, Electrical and Electronics Engineering
Vallaki School of Music
Music
David Backus's National Financial Partners Experience April 2008 - February 2013
Job Director, Producer Compensation at Lionstreet
Industry Financial Services
Experience
Lionstreet March 2013 - Present
National Financial Partners April 2008 - February 2013
National Financial Partners March 2005 - April 2008
Skills
Production Budgeting, Forecasting, Managing Employees, Financial Analysis, Financial Reporting, Finance, Managerial Finance, Portfolio Management, Accounting, Risk Management, Mergers & Acquisitions, Internal Audit, Auditing, Banking, Strategic Financial..., Financial Modeling, Variance Analysis, Analysis, Management, Valuation, Sarbanes-Oxley Act
Education
California State University-San Bernardino - College of Business and Public Administration 2000 — 2004
Bachelor of Arts, Finance
Lionstreet March 2013 - Present
National Financial Partners April 2008 - February 2013
National Financial Partners March 2005 - April 2008
Skills
Production Budgeting, Forecasting, Managing Employees, Financial Analysis, Financial Reporting, Finance, Managerial Finance, Portfolio Management, Accounting, Risk Management, Mergers & Acquisitions, Internal Audit, Auditing, Banking, Strategic Financial..., Financial Modeling, Variance Analysis, Analysis, Management, Valuation, Sarbanes-Oxley Act
Education
California State University-San Bernardino - College of Business and Public Administration 2000 — 2004
Bachelor of Arts, Finance
Becky Grabowy's National Financial Partners Experience February 2014 - Present
Job at
Industry Insurance
Experience
Sentry Insurance May 2015 - Present
National Financial Partners February 2014 - Present
Williams-Manny Inc. August 2013 - February 2014
Rockford Mutual Insurance Company September 2012 - August 2013
Farmers Insurance March 2012 - August 2012
MetLife Auto & Home August 2011 - December 2011
Benefit Planning Services October 2009 - May 2011
Benefit Planning Services, LLC 2009 - 2011
Sage Technologies July 2007 - September 2009
Sage Technologies, Co June 2007 - September 2009
Skills
Illinois Life & Health..., Illinois Property &..., Data Analysis, Employee Benefits, Insurance, Claim, Quality Assurance, Analysis, Microsoft Excel, Microsoft Office, Benefits Administration, Microsoft Word, Process Improvement, Project Management, Customer Service, Risk Management, Team Building, Outlook, New Business Development, Life Insurance, Human Resources, Liability, Casualty, Negotiation, Marketing, Property & Casualty..., Health Insurance, Disability Insurance, Workers Compensation
Education
Indiana University Bloomington 1987 — 1991
Bachelor of Arts, English
Maine West High School 1983 — 1987
Sentry Insurance May 2015 - Present
National Financial Partners February 2014 - Present
Williams-Manny Inc. August 2013 - February 2014
Rockford Mutual Insurance Company September 2012 - August 2013
Farmers Insurance March 2012 - August 2012
MetLife Auto & Home August 2011 - December 2011
Benefit Planning Services October 2009 - May 2011
Benefit Planning Services, LLC 2009 - 2011
Sage Technologies July 2007 - September 2009
Sage Technologies, Co June 2007 - September 2009
Skills
Illinois Life & Health..., Illinois Property &..., Data Analysis, Employee Benefits, Insurance, Claim, Quality Assurance, Analysis, Microsoft Excel, Microsoft Office, Benefits Administration, Microsoft Word, Process Improvement, Project Management, Customer Service, Risk Management, Team Building, Outlook, New Business Development, Life Insurance, Human Resources, Liability, Casualty, Negotiation, Marketing, Property & Casualty..., Health Insurance, Disability Insurance, Workers Compensation
Education
Indiana University Bloomington 1987 — 1991
Bachelor of Arts, English
Maine West High School 1983 — 1987
David Maxham's National Financial Partners Experience January 2005 - Present
Job SVP at National Financial Partners
Industry Insurance
Experience
National Financial Partners January 2005 - Present
Preferred Services Group March 1987 - January 2005
Education
Boston College - Carroll School of Management
National Financial Partners January 2005 - Present
Preferred Services Group March 1987 - January 2005
Education
Boston College - Carroll School of Management
Nick Pilisko's National Financial Partners Experience September 2012 - Present
Job Technology Firm Service Analyst at National Financial Partners
Industry Financial Services
Experience
National Financial Partners September 2012 - Present
Field Asset Services March 2008 - August 2012
Old Navy November 2006 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SQL Reporting Services, SQL Report Builder, Tableau, OS Tickets, Joomla, IBM Blueworks Live, GoToMeeting, GoToAssist, GoToTraining, BizAgi, Android Product Support, Help Desk Support, Technical Support, Technical Documentation, Software Documentation, Troubleshooting, Analysis, Process Improvement, Business Analysis, Active Directory, Analytics, Change Management
Education
Austin Community College
McNeil High School 1998 — 2002
National Financial Partners September 2012 - Present
Field Asset Services March 2008 - August 2012
Old Navy November 2006 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SQL Reporting Services, SQL Report Builder, Tableau, OS Tickets, Joomla, IBM Blueworks Live, GoToMeeting, GoToAssist, GoToTraining, BizAgi, Android Product Support, Help Desk Support, Technical Support, Technical Documentation, Software Documentation, Troubleshooting, Analysis, Process Improvement, Business Analysis, Active Directory, Analytics, Change Management
Education
Austin Community College
McNeil High School 1998 — 2002
Robert Hilzenrath's National Financial Partners Experience March 2004 - Present
Job Senior Vice President at National Financial Partners
Industry Financial Services
Experience
National Financial Partners March 2004 - Present
Education
Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania - The Wharton School 1984 — 1988
Bachelor of Science (BS), Finance, General
National Financial Partners March 2004 - Present
Education
Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania - The Wharton School 1984 — 1988
Bachelor of Science (BS), Finance, General
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO