Experience
Medtronic  February 2014 - Present
Accenture  January 2011 - February 2014
Graco  June 2010 - October 2010
LSG Sky Chefs  September 2009 - March 2010
New England Financial, A MetLife Company   June 2006 - August 2009

Skills
Analysis, Finance, Financial Analysis, Financial Reporting, Microsoft Excel, Managerial Finance, SAP, Sarbanes-Oxley Act, Business Planning, Corporate Finance, Internal Controls, Cash Flow, General Ledger, Business Strategy, Project Finance, GAAP, Auditing, Investments, Pricing, Strategic Financial..., Financial Accounting, Business Process..., Process Improvement, Strategic Planning, Financial Planning

Education
Hamline University   2009 — 2011
MBA, Finance

University of St. Thomas - Opus College of Business   2004 — 2008
Bachelor of Arts, Finance

Stillwater High School

Experience
Northwestern Mutual  April 2015 - Present
Allstate Financial Services, LLC  July 2014 - April 2015
New England Financial, A MetLife Company   June 2013 - June 2014
Jackson National Life  May 2008 - March 2013

Skills
Series 7, Alternative Investments, Fixed Annuities, Mutual Funds, Insurance, Asset Allocation, Investments, Estate Conservation..., Retirement Funding..., Annuities, Financial Strategies, Wealth Accumulation..., Financial Markets, Business Planning, Wholesaling, Consultative Selling, Retirement, Public Speaking, Separately Managed..., Selling, Business Development, Finance, FINRA, Financial Advisory

Education
Ponce School of Medicine   1996 — 2000

Creighton University   1994 — 1996
Bachelors of Science

Experience
AIG  June 2015 - Present
AIG  April 2013 - June 2015
C3 Consulting  May 2012 - March 2013
New England Financial, A MetLife Company   January 2011 - April 2012
The Guardian Life Insurance Company of America  April 2009 - September 2010
Genworth Financial  October 2006 - January 2009
MetLife  2003 - 2006
New England Financial  1999 - 2003
New England Financial, A MetLife Company   1998 - 1999

Skills
Leadership Development, Insurance, Retirement, Performance Management, Employee Training, Coaching, Public Speaking, Program Management

Education
University of Virginia - Darden Graduate School of Business Administration   2008 — 2010
MBA

Chicago-Kent College of Law, Illinois Institute of Technology   1994 — 1997
JD, International and Comparative Law

James Madison University   1990 — 1994
BA, International Relations and History

JEB Stuart HS

Experience
Groom Law Group, Chartered  July 2014 - Present
Finnegan, Henderson, Farabow, Garrett & Dunner, LLP   October 2013 - July 2014
New England Financial, A MetLife Company   August 2012 - May 2013
Union Bank of Switzerland  April 2012 - August 2012
American University  August 2011 - August 2012
Anne Arundel Community College  August 2009 - June 2010
Jack Neil & Associates   January 2010 - April 2010

Skills
Personal Finance, Life Insurance, Investment Strategies, Investment Management, Investments, Community Outreach, Financial Analysis, Personal Budgeting, Financial Risk..., Disability Insurance, Long Term Care Insurance, Retirement Planning, Employee Benefits, Sales, Presentations, Networking, Marketing, Communication, Education, Awareness, Drinking Water, Motivation, Running, Creative Problem Solving, Tax, Mutual Funds, Retirement, Fixed Annuities

Education
American University   2010 — 2012
Bachelors of Arts, Law and Society, 3.45

Anne Arundel Community College   2008 — 2010
Political Science, 3.7

Experience
HCB Health  August 2014 - Present
HCB Health  August 2013 - July 2014
Concordia University Texas  December 2012 - September 2013
Texas Pharmacy Association  January 2012 - August 2013
New England Financial, A MetLife Company   October 2010 - January 2012

Skills
Accounting, QuickBooks, Accounts Payable, Accounts Receivable, Conference Registration, Volunteer Management, Project Management, Office Management, Finance, Management

Education
Concordia University-Austin   2007 — 2010
Bachelor of Business Administration (BBA), Accounting

University of the Incarnate Word   2006 — 2007

Experience
PNC  December 2014 - Present
Newark Academy  March 2012 - Present
Saint Joseph's Regional HS   February 2012 - Present
Wells Fargo  April 2012 - November 2014
New England Financial, A MetLife Company   February 2011 - March 2012
Transamerica  January 2009 - February 2011
Transamerica  October 2007 - December 2009
Transamerica  July 2006 - October 2007

Skills
Life Insurance, Health Insurance, Merchant Services, Management, Sales Management, Soccer, Softball, Sports, Sports Coaching, Customer Retention, Financial Analysis, Recruiting, Customer Service, Sales, Finance, Financial Services, Coaching, Leadership, Microsoft Office, Series 63, Marketing, Microsoft Excel

Education
Montclair State University   1998 — 2002
B.S. Business, Marketing and Management

Hudson Catholic high school   1994 — 1998

Experience
Chris Goodbaudy Insurance Agency   April 2013 - Present
Coordinated Resources Group   May 2013 - May 2015
5th Gear Enterprises   May 2009 - May 2013
5th Gear Enterprises   March 2004 - May 2009
Chris Goodbaudy Insurance Agency   September 2001 - February 2004
New England Financial, A MetLife Company   2001 - 2003
Sprint Nextel  2000 - September 2001
WorldCom  1999 - 2000
Kennedy Restoration   1998 - 1999
Chem Dry of Oregon   1994 - 1998

Skills
Website Development, Software Engineering, DB Management, Sales Operations, Sales Management, Insurance, Insurance Planning, Restoration, Construction, Educational Instruction, Term Life Insurance, Databases, Social Media Marketing, Training, Employee Benefits, Marketing, Customer Service, Coaching, Team Building, Customer Retention, Leadership, Sales, Health Insurance, Small Business, Life Insurance, Workers Compensation, Disability Insurance

Education
Brigham Young University   1989 — 1993
Communications

Experience
New England Financial, A MetLife Company   October 2013 - February 2015
American General Life and Accident  January 2011 - August 2013
Financial Freedom  October 2006 - August 2008
Bosch Rexroth Shanghai, China   June 2005 - June 2006
La Parilla Grill   January 2004 - February 2005

Skills
Account Reconciliation, Customer Service, Invoicing, Financial Analysis, Management

Education
NAS

San Francisco State University
International Business with Marketing emphasis

Experience
Gerber Kawasaki Wealth & Investment Management  March 2012 - Present
New England Financial, A MetLife Company   October 2009 - February 2012
Mutual of Omaha  August 2009 - October 2009
New England Financial, A MetLife Company   January 2009 - May 2009

Skills
Strategic Financial..., Personal Financial..., Investments, Retirement Planning, Estate Planning, Risk Management, College Education..., College Savings Plans, Insurance

Education
California Lutheran University
MBA, Financial Planning

Roger Williams University
BS, Finance; Minor in Accouting and Spanish

Experience
Citizens Bank  July 2014 - Present
GEICO  January 2014 - Present
Buffalo Bisons  February 2013 - August 2013
Subway  July 2007 - August 2013
Absolut Care LLC  September 2006 - February 2007
New England Financial, A MetLife Company   June 2005 - August 2005

Skills
Mac, PC, Newsletters, Social Media, Creative Writing, Adobe Design Programs, Brochures, Customer Service, Microsoft Excel, Microsoft Word, Writing, Organization, Sports, Journalism, Video Production

Education
State University of New York at Buffalo   2010 — 2013
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication

Erie Community College   2008 — 2010
Associate of Liberal Arts and Science, General Studies

Experience
Millersville University  January 2014 - Present
Nicely Dunn Coaching   January 2013 - Present
West Chester University  August 2010 - Present
The Heart of Healing, Inc.   January 2002 - Present
End of the Beginning Productions, LP   July 2008 - April 2010
New England Financial, A MetLife Company   September 2007 - May 2008
General Electric/TIP Modular Space   2000 - 2002
G.E. Capital Modular Space   May 1999 - January 2000
Armstrong World Industries  September 1984 - May 1997

Skills
Yoga, Wellness, Stress Management, Health, Fitness, Corporate Wellness, Meditation, Healing, Wellbeing, Holistic Health, Personal Development, Public Speaking, Leadership Development, Wellness Coaching, Teaching, Lifestyle, Stress, Sales Management, Healthy Lifestyle, Entrepreneur, Event Management, Healthcare, Qigong, Entrepreneurship, Management, Corporations, Leadership, Training, Coaching, Motivational Speaking, Marketing, Lifestyle Coaching, Workshops, Health Education, Program Management, Nutrition, Workshop Facilitation, Executive Coaching, Employee Wellness, Small Business, Work Life Balance, Career Development, Prevention, Life Coaching, Career Counseling, Conflict Resolution, Staff Development, Organizational..., Program Development, Employee Benefits

Education
Penn State University   1985 — 1991
Master's, Business Administration

George Mason University   1975 — 1978
Bachelor of Arts, International Studies/Economics

Experience
PNJ Financial, Real Estate Investment Advisory & Research   February 2014 - Present
WithInvestors Financial Group, LLC., A Private Equity RE Investment Firm   2011 - May 2015
Leem's Corp., Local Developer   2006 - 2011
New England Financial, A MetLife Company   January 2005 - February 2006
Sunny Footware, Inc.   June 1999 - May 2001

Skills
Real Estate Development, Financial Analysis, Loan Origination, Property Management, Real Estate Investor, Property & Casualty..., Life Insurance, Commercial Real Estate, Investors, Investment Properties, Managerial Finance, Negotiation, Management, Investments, Real Estate, Leadership, Finance, Contract Negotiation, Asset Management, Private Equity, Real Estate Transactions, Real Estate Financing, Strategic Planning, Leases, Due Diligence

Education
Pace University - Lubin School of Business   2003 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services

Pace University - Lubin School of Business   2003 — 2005
Master's degree, Finance and Financial Management Services

Experience
Enhancing Your Life   June 2001 - Present
Allstate Financial  February 2013 - May 2015
New England Financial, A MetLife Company   November 2011 - December 2012
Wealth Strategies Group, A MetLife Company   October 2011 - June 2012
Institute of Technology  June 2009 - July 2010
TLC Catering   June 1983 - July 2010
Security and Surveillance Regional Manager, Western USA   January 2008 - June 2009
Western Regional Channel Manager / Commercial Sales Representative   2003 - 2008
Senior Security Sales Consultant   1994 - 2002

Skills
Chef, Sales Management, Security, Product Marketing, Training Skills, Training, Coaching, Sales, Recruiting, Management, Program Management, Account Management, Leadership, Budgets, Public Speaking, Strategy, Strategic Planning, Customer Service, Small Business, Cold Calling, Marketing Strategy, Project Planning, Leadership Development, Sales Process, Time Management, Insurance, Marketing, Team Leadership, Event Planning, Direct Sales, Team Building, Event Management, Networking, Business Development, New Business Development, Process Improvement, Contract Negotiation, Customer Satisfaction, Project Management, Negotiation, Forecasting, Operations Management, Business Planning, Selling, Employee Benefits, Investments, Retirement Planning

Education
The American College   2011 — 2014
Financial, Financial Planning and Services

Institute of Technology, Culinary Arts   2010 — 2012
Executive Chef, Restaurant, Culinary, and Catering Management/Manager

James Lick High

James Lick High

James Lick High

Experience
New England Financial, A MetLife Company   2008 - 2012
New England Financial, A MetLife Company   2007 - 2008
Prudential Financial  2004 - 2006

Skills
Retirement Planning

Education
University of Houston
Industrial Technology, Personnel Management

Experience
Erb Financial Services   January 2014 - Present
Merrill Lynch  October 2011 - December 2013
JPMorgan Chase  November 2003 - September 2011
New England Financial, A MetLife Company   September 2002 - November 2003
Paine Webber  December 2000 - September 2002
Olde Discount Stockbrokers  January 1998 - December 2000

Skills
Portfolio Management, Banking, Financial Analysis, Capital Markets, Business Analysis, Financial Modeling, Equities, Finance, Investments, Strategic Financial..., Fixed Income, Asset Management, Strategic Planning, Program Management

Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance

The University of Texas at Austin
Bachelor's degree, Economics

Experience
CI Investments Inc. – Canada’s Investment Company   December 2014 - Present
Drake University  September 2010 - May 2012
New England Financial, A MetLife Company   June 2011 - August 2011

Skills
Microsoft Excel, Access, Microsoft Office, Critical Thinking, PowerPoint, Leadership, Financial Analysis, Actuarial Science, Data Analysis, VBA, Teamwork, Microsoft Word, Statistics, Outlook, Time Management, Insurance, R statistical software, R, Public Speaking

Education
Drake University   2009 — 2013
Bachelor of Science in Business Administration, Actuarial Science

Drake University

Experience
Kai's Koffee House   November 2013 - Present
KTL SMITH GROUP INC   November 2004 - Present
FARMERS INSURANCE - KAI SMITH AGENCY   May 2008 - March 2015
First Protective  November 2004 - May 2008
State of Alabama Employees Board   December 2006 - April 2008
Jeff Davis High School   2000 - November 2005
New England Financial, A MetLife Company   November 2004 - May 2005

Skills
FLUENT IN SPANISH, Insurance, Disability Insurance, Property & Casualty..., Commercial Insurance, Strategic Financial..., Term Life Insurance, Long-term Care, Workers Compensation, Health Insurance, General Insurance, Life Insurance, Legal Liability, Casualty, Underwriting, Fixed Annuities, Liability, Umbrella Insurance, Employee Benefits, Customer Service, Retirement, Marketing, Small Business, Series 6, Social Media Marketing, Friendly Personality, Homeowners, Claim, Universal Life, Risk Management, Critical Illness, Social Media, Financial Risk, Investments, Financial Planners, Insurance Brokerage, Mutual Funds, Marine Insurance, Motorcycle, Medicare, Estate Planning, Brokers, Renters, Claims Management, Long Term Care Insurance, IRAs, Commercial Lines, 401k, Business Networking, Connecting People

Education
Alabama State University   1993 — 1997
B.S., ACCOUNTING

Experience
New England Financial, A MetLife Company   March 2014 - Present
Paulson Training Programs, Inc.   April 2005 - June 2013

Skills
Product Development, Plastics, New Business Development, Advertising, Business Development, Sales, Sales Presentations, Strategy

Education
CCSU   1987 — 1990
BS, Marketing

Clark University   1981 — 1982
BS, Marketing

Experience
World Financial Symposiums   July 2015 - Present
World Financial Symposiums   December 2014 - July 2015
Nordstrom  September 2013 - April 2014
Hawaiian Airlines  October 2012 - January 2013
New England Financial, A MetLife Company   May 2011 - April 2012

Skills
PowerPoint, Microsoft Excel, Creativity, Social Media, PHP, Microsoft Office, Social Media Marketing, Public Speaking, Marketing, Insurance, Microsoft Word, Investments, Facebook, Customer Service, Outlook, SQL, Mircrosoft Access, SharePoint

Education
University of Hawaii - College of Business Administration   2009 — 2013
Bachelor of Business Administration (BBA), Marketing, Management Information Systems

Experience
Stadium People  July 2012 - Present
Extend Health a Towers Watson Division   June 2013 - December 2013
Dillards  April 2013 - August 2013
prestonwood rotary   2000 - 2013
New England Financial, a MetLife Company   August 2011 - August 2012
TIAA-CREF  July 2007 - 2011
Chase  May 2005 - August 2007
VALIC  June 1995 - May 2005

Skills
Retirement Planning, Investments, Securities, FINRA, Retirement, Fixed Annuities, 401k, Insurance, Banking, Financial Services, Customer Service, Sales, Finance, Employee Benefits, Life Insurance

Education
Northern Illinois University   1983 — 1987
BFA, Design

Macomb Sr High
diploma

Experience
Sycomp  January 2013 - Present
New England Financial, A MetLife Company   July 2006 - December 2012
Mr. Copy/ A Xerox Company   2005 - 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, •Licenses include:...

Education
Northern Arizona University, College of Business Administration   2001 — 2005
Bachelor of Business Administration (BBA), Business & Society; Communication

Experience
Gent Financial Group LLC,   January 2006 - Present
New England Financial, a MetLife Company   January 1978 - January 2006

Education
Middlebury College   1968 — 1972
B.A., Economics

The American College   1978 — 1978
CLU

The American College   1983 — 1983
ChFC

Wethersfield High School   1964 — 1968

Experience
Advantus Marketing   February 2014 - Present
Weylman Consulting Group   February 2014 - Present
Advantus Marketing   2014 - 2015
Advantus Marketing   2014 - 2015
Centinel Financial Group, LLC  January 2008 - December 2014
Signator Investors, Inc.   2005 - 2008
New England Financial, A MetLife Company   November 1997 - June 2005
Allmerica Financial  July 1995 - November 1997

Skills
Marketing, Public Relations, Marketing Communications, Marketing Strategy, Strategic Financial..., Brand Development, Lead Generation, Business Planning, Strategic Planning, Training, Business Development, Management, Strategy, Recruiting, Business Strategy, Sales, Consulting, Leadership

Education
Bryant University   1991 — 1995
Bachelor of Science, Marketing

Experience
AIG  October 2014 - Present
Blue Axis Shipping & Freight, Inc. Dallas   June 2013 - Present
New England Financial, A MetLife Company   October 2007 - October 2014
Midwest Insurance Brokerage Service, Inc  January 2008 - August 2012
Walgreens  June 1999 - August 2007

Skills
Employee Benefits, Licensed Life & Health..., Risk Assessment, Business Development, Sales, Retail, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Satisfaction, Inventory Management, Loss Prevention, Merchandising, True Team Player, Marketing, Financial Analysis, Customer Service, Management, Leadership, Life Insurance, Insurance, Sales Management, Training

Education
University of Illinois at Chicago   1997 — 2001
B.S, Information and Decision Sciences

Oakton Community College   1997 — 1999
General Courses, Business Administration and Management

Professional Licenses

Experience
The Barrister Financial Group   December 2011 - Present
Oglethorpe University  September 2010 - May 2012
New England Financial, A MetLife Company   May 2011 - December 2011
Ryder System, Inc.   July 1988 - May 2011
USSF  2000 - 2010
L'eggs Products  February 1986 - June 1988
McLean Trucking Company  June 1984 - January 1986

Skills
Process Improvement, Risk Management, Management, Transportation, Analysis, Operations Management, Budgets, Start-ups, Logistics, Change Management, Investments, Asset Managment, Transportation..., Business Process..., Supply Chain, Information Systems, Financial Systems, Integration, 3PL, Training, Retirement Planning, Investment Strategies, Alternative Investments, Tax Advantaged..., Estate Succession..., Wealth Mangement..., Asset Allocation..., 401(k), Executive Benefit...

Education
Oglethorpe University   2010 — 2012
Certified Financial Planner Program

The Ohio State University   1978 — 1984
Bachelor of Science, Business Logistics and Transportation Management

Copley High School   1975 — 1978

Experience
Fides Wealth Strategies Group LLC   November 2014 - Present
New England Financial, A MetLife Company   November 2010 - November 2014
MetLife  December 2001 - November 2010
Horner Townsend & Kent   February 2001 - November 2001
John Hancock Financial Services  November 1996 - February 2001

Education
The American College   2005 — 2006
Master of Science in Financial Services, Financial Services

San Diego State University-California State University   1993 — 1996
Bachelor of Science, Business Finance

Experience
WealthPlan Advisors Group   April 2001 - Present
New England Financial, A MetLife Company   1997 - 2001
MetLife  1985 - 1997

Education
Jefferson College   2008 — 2013

College for Financial Planning   2002 — 2003
CERTIFIED FINANCIAL PLANNER™ certification

The American College   1989 — 2001
Financial Planning and Services

Experience
Perrin Financial Svc   May 2015 - Present
New England Financial, A MetLife Company   October 2013 - May 2015
Prudential Financial  2015 - 2015
Perrin Financial Svc   August 2013 - October 2013
Himmelstein Financial   March 2013 - August 2013
Barnum Financial Group  November 2006 - March 2013
Mercury Wealth Management   August 2003 - October 2006
Burke, Esposito & Associates   December 2001 - July 2003

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Fixed Annuities, Disability Insurance, Financial Services, Investments, Long Term Care Insurance, Securities, Investment Strategies, Income Protection, Risk Management, Finance, Life Insurance, College Savings Plans, Investment Management, Risk Assessment, Income for Life, Licensed Life Insurance..., Tax Efficiency, Insurance, Retirement, Mutual Funds, Series 7, Financial Advisory, Estate Planning, Asset Allocation, Investment Advisory, 401k, Series 63, IRAs, Certified Financial..., Portfolio Management

Education
University of Michigan   1984 — 1985
Education

Mount Holyoke College   1980 — 1984
Bachelor of Arts (BA), Mathematics

Experience
Transamerica Life Insurance Company  June 2010 - Present
Monumental Life Insurance Co   November 1990 - June 2010
New England Financial, A MetLife Company   August 1988 - August 1990

Skills
Train and retain sales..., Fixed Annuities, Term Life Insurance, Disability Insurance, Insurance, Whole Life, Life Insurance, Health Insurance, Universal Life, Long-term Care, Brokers, Property & Casualty..., Group Insurance

Education
Minneapolis Business College   1974 — 1976
Associate's degree, Business Administration and Management, General

Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
New England Financial, A MetLife Company   July 2011 - February 2013
MetLife  March 2010 - August 2011
MetLife  February 2008 - March 2010
NEXT Financial Group, Inc  April 2007 - February 2008

Skills
Insurance, Training, Auditing, Management, Recruiting, Business Continuity..., Process Improvement, Strategic Financial..., Retirement Planning, Human Resources, Life Insurance, Risk Management, Financial Services, Leadership

Education
Grand Valley State University   1999 — 2002
Business Administration, Business Management / Marketing

Experience
UPS  January 2013 - Present
United Parcel Service  January 2011 - January 2013
United Parcel Service  May 2003 - January 2011
New England Financial, A MetLife Company   October 2002 - December 2003

Skills
Transportation..., Transportation, Logistics, LTL, Freight, Air Freight, Account Management, New Business Development, Shipping, 3PL, Logistics Management, Sales Management, Supply Chain, Warehousing, Supply Chain Management, Operations Management, Truckload, Freight Forwarding, International Logistics, Strategic Planning

Education
Shippensburg University of Pennsylvania   1996 — 2000
Bachelors of Science, Business Management

Experience
HealthPlanOne, LLC  July 2015 - Present
HealthPlanOne, LLC  September 2014 - July 2015
The Scotts Miracle-Gro Company  October 2013 - May 2014
The Scotts Miracle-Gro Company  March 2013 - September 2013
Wellmark  June 2012 - August 2013
New England Financial-A MetLife Company  June 2011 - April 2012
Combined Insurance  July 2010 - October 2010
Brokers International Ltd.  May 2007 - September 2009
Great Lakes Management  April 2006 - March 2007
Office Depot  January 2006 - March 2006

Skills
Implementing Processes, Project Implementation, Performance Management, Insurance, Business Strategy, Coaching, Team Building, Strategic Planning, Public Speaking, Financial Planning, Customer Relations, PowerPoint, Microsoft Office, Administration, Outlook, Team Leadership, Marketing Strategy, Negotiation, Problem Solving, Excel, Leadership Development, Mentoring, Process Improvement, Employee Relations, Word, Sales Management, Organizational..., Business Analysis, Operations Management, Writing, Account Management, Business Planning, Contract Negotiation, Marketing Communications, Microsoft Word, Customer Service, Sales Operations, Business Development, Marketing, Sales, Employee Benefits, Human Resources, Budgets, Cold Calling, Retail, Call Centers, Project Management, Advertising, Onboarding, Microsoft Excel

Education
Daniel Webster College   2003 — 2005
MBA, Business Administation

Daniel Webster College   2000 — 2002
Bachelor of Science, Organizational Management

Auburn University   1989 — 1994
Aviation Management

Experience
Xylem Inc.  June 2015 - Present
Xylem Inc.  June 2014 - June 2015
Xylem Inc.  March 2013 - June 2014
The Print Shop  February 2011 - March 2013
New England Financial, A MetLife Company   March 2008 - February 2011
First Investors  May 2007 - March 2008

Skills
Microsoft Excel, Corporate Tax, Accounting, OneSource, Corptax, Hyperion HFM, Microsoft Word, Outlook, Leadership, Training, PowerPoint, Sales, Analysis, Cold Calling, Budgets, UK Corporation Tax, Finance

Education
Seton Hall University   2013 — 2014
Master of Science, Accounting

Ramapo College of New Jersey   2012 — 2012
Non-degree Seeking, Accounting

University of Delaware   2003 — 2007
Bachelor of Science (BS), Finance

Experience
HSBC  2005 - Present
BankUnited  2004 - 2005
State Farm  2003 - 2004
Citi  2000 - 2003
New England Financial, A MetLife Company   1997 - 2000

Skills
Banking, Credit, Portfolio Management, Retail Banking, Loans, Commercial Banking, Customer Service, Relationship Management, Mortgage Lending, Management, Investments, Microsoft Office, Financial Services

Education
Florida International University
Business/Commerce, General

Miami Dade College
Associate of Arts (A.A.)

Westminster Christian High School

Experience
Balasa Dinverno Foltz LLC  July 2015 - Present
Vantage Financial Partners Limited  January 2014 - June 2015
Edward Jones  2013 - 2013
New England Financial, A MetLife Company   May 2012 - August 2012

Skills
Personal Financial..., Financial Statements, Tax Planning, Estate Tax Planning, Insurance Planning, Retirement Planning, Microsoft Excel, Microsoft Word, Junxure, Outlook

Education
University of Illinois at Urbana-Champaign   2010 — 2013
Bachelor of Science (B.S.), Financial Planning

Experience
CoreNorth Capital Planning   July 2014 - Present
New England Financial, A MetLife Company   September 1988 - July 2014
Guarantee Mutual Life   January 1979 - August 1988

Skills
Specialties: Wealth..., Personal Insurance,...

Education
Northern Illinois University   1975 — 1977
B.S., Journalism

Experience
Capital Strategies of MetLife  January 2015 - Present
New England Financial, A MetLife Company   August 2008 - December 2014
New England Financial, A MetLife Company   April 2008 - July 2008

Education
The University of Texas at Austin   2004 — 2008
Bachelor’s Degree, Economics

Experience
University of Illinois Hospital & Health Sciences System  August 2015 - Present
Trailblazing Business   August 2015 - August 2015
My Virtual Admin- US   June 2013 - August 2015
UIC Office of Career Services   September 2012 - August 2015
U.S. Department of Health and Human Services   January 2013 - July 2013
Chicago Votes  September 2012 - December 2012
New England Financial, A MetLife Company   July 2011 - August 2012
University of Illinois at Chicago  December 2010 - May 2011
Casa Central  January 2010 - May 2011
University of Illinois at Chicago  January 2010 - May 2011

Skills
Nonprofits, Fundraising, Event Planning, Public Speaking, Spanish, Training, Community Outreach, Research, Public Relations, Data Analysis, Management, Strategic Planning, Policy, Marketing, Customer Service, Budgets, Grant Writing, Event Management, Program Development, Volunteer Management, Time Management, Marketing Communications, Leadership Development, Social Media Marketing, Public Policy, Entrepreneurship, Contract Management, SPSS, Healthcare, Human Resources, Qualitative Research, Leadership Management, System Administration, Small Business, Data Management, Process Improvement, Quality Auditing, Business Operations, Project Management, Standards Development, Healthcare Improvement, Continuous Process...

Education
University of Illinois at Chicago   2012 — 2014
Master of Public Health (MPH), Health Policy and Administration

University of Illinois at Chicago   2006 — 2011
Bachelors of Arts, Economics and Sociology

Experience
Marshall Financial Group (Doylestown, PA)   September 2014 - Present
Asset Planning Services, Ltd.   February 2008 - August 2014
The Hartford  2006 - February 2008
Vanguard  2003 - 2006
New England Financial, A MetLife Company   2002 - 2003
Ameriprise Financial Services, Inc.   2001 - 2002

Skills
Certified Financial..., Investments, Retirement Planning, Mutual Funds, Insurance, ETFs, Portfolio Management, Estate Planning, Tax Advisory, Financial Planning, Investment Management, Asset Management, Wealth Management, Financial Services, Retirement

Education
The American College   2008 — 2010
CFP, Financial Planning and Services

West Chester University of Pennsylvania   1998 — 2002
BS, Business Management

Lansdale Catholic High School   1994 — 1998
Regular/General High School/Secondary Diploma Program

Experience
Dickinson Investment Advisors   August 2015 - Present
TIAA-CREF  November 2005 - August 2015
Ameritas  September 2004 - October 2005
New England Financial, A MetLife Company   May 2000 - September 2004

Skills
Series 7, Retirement Planning, Series 63, Series 65, Series 24, Wealth Management, Financial Planning, Investments, Investment Advisory

Education
Hastings College
Bachelor of Arts (B.A.), Economics

University of Nebraska at Omaha
Bachelor of Science (B.S.), Secondary Education and Teaching

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

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

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

The American College
Chartered Financial Consultant, Personal Finance

Experience
Principal Financial Group  June 2013 - Present
New England Financial, A MetLife Company   March 2006 - June 2013
Prudential Financial  January 2003 - March 2006
Regions Financial Corporation  January 1997 - January 2003

Skills
Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Annuities (Variable &..., Asset Allocation, Business Overhead..., Buy-Sell Agreements, Buy-Sell Reviews, Charitable Giving, College Funding..., Deferred Compensation..., 401(k), 403(b), SEP &..., Term Life Insurance, Wealth Accumulation, Whole Life Insurance, Universal Life Insurance

Education
Nova Southeastern University   1987 — 1989
Bachelor of Science, Business and Management

College of Central Florida   1974 — 1976
Associate of Arts (A.A.), Business

Forest High School   1971 — 1974

Experience
Quantcast  September 2014 - Present
ADP  September 2013 - June 2014
New England Financial, A MetLife Company   September 2012 - September 2013
Superior Court of Santa Clara County  June 2012 - August 2012
Shelter Network  December 2011 - January 2012
Louie & Kitsuse Law Offices   May 2011 - August 2011
Belwood Dolphins Swim Team   June 2007 - July 2010

Skills
Fixed Annuities, Disability Insurance, Leadership, Marketing, Social Media, Life Insurance, Management, Social Networking, Sales, Social Media Marketing, Retirement, Employee Benefits, Salesforce.com, Retirement Planning

Education
University of California, Davis   2008 — 2012
Bachelor's Degree, Sociology-Organizational Behavior/ Minor- Economics

Bellarmine College Preparatory   2004 — 2008

Experience
American Express  2015 - Present
ActivoBank   September 2014 - December 2014
InterCement   July 2014 - August 2014
CorpBanca  2013 - 2013
CorpBanca  2009 - 2013
CorpBanca  2009 - 2010
Depfa Bank  2008 - 2009
New England Financial, A MetLife Company   2007 - 2007
Florida Atlantic University  2006 - 2006

Skills
Treasury Management, Corporate Finance, Credit Analysis, Fixed Income, Financial Analysis, Investments, Risk Management, Commercial Banking, Structured Finance, Financial Risk, Credit, Strategy, Finance, Business Strategy, Banking

Education
The Lisbon MBA - Católica Nova MIT Sloan   2013 — 2014
Master of Business Administration (MBA)

Pontificia Universidad Javeriana
Certification, International Commerce and Trade

ISCTE - Instituto Universitário de Lisboa   2007 — 2007
Exchange Program, International Management

Florida Atlantic University   2005 — 2007
B.B.A., International Business and Trade

Experience
The Language Academy of the Carolinas   July 2011 - Present
MD-IT  July 2008 - July 2011
HRG North America  August 2006 - November 2007
Ayusa  December 2005 - August 2006
AT-NET Services, Inc.   January 2004 - October 2005
New England Financial, A MetLife Company   December 2003 - January 2004
Thompson Financial Group  March 2002 - December 2003
Rheon USA   November 2000 - February 2002
Pesta, Finnie, & Associates   November 1997 - May 2000
Docucon Incorporated   March 1993 - August 1996

Skills
Customer Service, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Event Planning, Public Speaking, Healthcare, Data Entry, Outlook, Accounting, Sales, Project Management, Budgets, Management, Strategic Planning, Leadership

Education
The University of Texas at San Antonio   1990 — 1997
Bachelor of Business Administration (BBA) and Master of Taxation (MT), Accounting and Tax

Experience
Highland Land Management, LLC   December 2014 - August 2015
YourMembership.com  October 2014 - December 2014
New England Financial, A MetLife Company   August 2009 - May 2014

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Outlook, Inventory Management, Event Planning, Leadership, Public Speaking, Sales, Management, Social Media, Marketing, Team Leadership, Event Management, Training, Research, Budgets

Education
Texas Tech University   2010 — 2014
Bachelor's Degree, Energy Commerce

Experience
MetLife  April 2013 - Present
New England Financial, A MetLife Company   August 2002 - December 2014

Education
Canisius College
Bachelors Degree, Management

Experience
Yuma Community Food Bank  April 2014 - February 2015
New England Financial, A MetLife Company   May 2012 - August 2013
The City of Oklahoma City, Finance Department, Office of Management and Budget   March 2008 - December 2011
Horace Mann Insurance Co  April 2007 - November 2007
DHS/FEMA Baton Rouge Joint Field Office 1603-1607   January 2006 - October 2006

Skills
Administrative..., Microsoft Office, Management, Strategic Planning, Budget Process, Budget Monitoring, Problem Solving, Tech-savvy, Reporting & Analysis, Agenda Development, Transcribing, Financial Statement..., Inventory Control, Market Research, Grant Writing, Formatting Documents, Editing, Proofreading, Computer Graphics, Meeting Planning, Meeting Scheduling, Executive Calendar..., PowerPoint development, Presentations, Formatting and Editing..., Gatekeeping, SharePoint, Word Processing, Training, Trade Shows, Passionate about work, Customer Service

Education
American River College

Southern Arkansas University, Magnolia, AR

Experience
Diliberto Real Estate Services, LLC   June 2014 - Present
Infinite Chicago   November 2013 - June 2014
New England Financial, A MetLife Company   May 2012 - December 2013
Prudential Financial  August 2011 - April 2012
The Inland Real Estate Group of Companies, Inc.   August 2009 - February 2011
Jana Grain Farms, LLC   May 2007 - August 2009
NAI Olympia Partners  May 2006 - May 2007
Clifton Gunderson LLP  December 2003 - August 2004

Skills
Product Marketing, Account Management, New Business Development, Entrepreneurship, Team Leadership, Sales Management, Strategic Planning, Corporate Finance, Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Commercial Real Estate..., Real Estate Economics, Microsoft Excel, Microsoft Office, Corporate Real Estate, Tax Accounting, General Securities..., Sales Process, Short Sales, Valuation, Real Estate Financing, Finance, Investments, Negotiation, Business Development, Market Analysis, Marketing, Sales, Analysis, Leases, Investors, Investment Properties, Sellers, Strategy, Contract Negotiation, Financial Analysis, Property Management, Management, Due Diligence

Education
Indiana University Robert H. McKinney School of Law   2004 — 2007
Doctor of Law (J.D.), Law

Indiana University Bloomington   1998 — 2003
B.S., Finance

Indiana University Bloomington   1998 — 2003
B.S., Accounting

Experience
Tennant Company  October 2014 - Present
Sun Life Financial  July 2013 - October 2014
University of Hartford  September 2012 - December 2012
New England Financial, A MetLife Company   May 2012 - August 2012
University of Hartford  September 2009 - May 2012

Skills
Finance, Auditing, Marketing, Bank Reconciliation, Financial Statements, Credit, Equities, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Payments, Social Media, Event Planning, Time Management, Teamwork, Research, QuickBooks, Facebook, Financial Analysis

Education
University of Hartford   2009 — 2013
Bachelor of Science (B.S.), Accounting

Experience
New York City Department of Consumer Affairs  March 2014 - Present
Daniel Aharoni LLP   June 2013 - February 2014
Legal Services of the Hudson Valley  August 2012 - June 2013
The Ross Company   June 2012 - August 2012
New England Financial, A MetLife Company   June 2012 - July 2012

Skills
Spanish, Social Networking, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Outlook, Marketing, Event Planning, Access, Customer Service, Data Entry, Teamwork, Data Analysis, Event Management, Fundraising, Community Outreach, Photoshop, Teaching, SharePoint, Legal Research, Legal Writing, Legal Compliance, Westlaw, LexisNexis, Microsoft Office, Research, Policy Analysis, Analysis

Education
Manhattanville College   2009 — 2013
Bachelor of Arts (B.A.), Political Science and Art History

Poughkeepsie High School   2005 — 2009
High School Diploma, General Studies

Experience
Merrill Lynch  April 2012 - Present
Northwestern Mutual  August 2011 - April 2012
New England Financial - A MetLife Company  August 2009 - August 2011
Chimera Securities  August 2007 - August 2009
FPR-UCLA Center for culture, Brain, & Development   October 2005 - June 2008

Skills
Securities, Series 7, Portfolio Management, Investments, Strategic Planning, Financial Planning, Retirement Income..., Investment Advisory, Strategic Financial..., Asset Managment, Financial Services, Bloomberg, Trading, Asset Allocation, Investment Management, Equities, Mutual Funds, Wealth Management, Alternative Investments, Finance, Fixed Income

Education
UCLA Anderson School of Management   2012 — 2015
Master of Business Administration (MBA)

University of California, Los Angeles   2003 — 2007
BS, Cognitive Science

Los Angeles Valley College

Experience
Michael Kleinman, D.D.S.   Seeking challenging positioning in the financial sector.***2007 - Present
Rebecca Shahmoon Shanok, LCSW, PhD   November 2005 - Present
New England Financial, a MetLife Company   September 2005 - September 2006
John Hancock  July 2005 - September 2005
Plymouth Savings Bank, subsidiary of Eastern Bank   January 2005 - July 2005
The Pathak Group of Smith Barney   January 2004 - June 2004

Education
University of Massachusetts Dartmouth
Spanish

Simmons College   1999 — 2004
3 Bachelor's of Science Degrees, Mathematics, Economics, Financial Mathematics

Boston University Questrom School of Business
Financial Markets and Institutions

American University   2002 — 2002
Economics

Falmouth Academy   1993 — 1998
College Preparatory courses

Experience
Penn Mutual  July 2015 - Present
The Guardian Life Insurance Company of America  May 2011 - July 2015
Guardian Life Insurance  March 2009 - May 2011
Sun Life Financial  December 2005 - March 2009
Sun Life Financial  March 2003 - December 2005
Sun Life Financial  September 2001 - March 2003
New England Financial, A MetLife Company   March 1998 - September 2001
New England Financial, A MetLife Company   February 1995 - March 1998
New England Financial, A MetLife Company   February 1991 - February 1995
New England Financial, A MetLife Company   July 1987 - February 1991

Skills
Insurance, Underwriting, Financial Services, Executive Management, Life Insurance, Process Improvement, Business Analysis, Claim, Claims Management, Disability Insurance, Employee Benefits, Relationship Management, Risk Management, Asset Management, Brokers, Call Centers, Enterprise Risk..., Estate Planning, Financial Analysis, Financial Risk, Fixed Annuities, Health Insurance, Investments, Long-term Care, Mutual Funds, Portfolio Management, Property & Casualty..., Reinsurance, Retirement Planning, Retirement, Securities, Series 6, Series 63, Strategic Financial..., Term Life Insurance, Vendor Management, Wealth Management, 401k, Series 7, Asset Allocation, Business Continuity, Leadership, Outsourcing, Business Process, Analytics, Change Management, Thought Leadership, Business Planning, Strategy, Governance

Education
Cornell University   1983 — 1987
Bachelor of Science, Economics

Boston University
MBA

Experience
Citizens Investment Services  July 2001 - Present
New England Financial, A MetLife Company   May 1999 - July 2001

Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Investments, Fixed Annuities, Retirement, Strategic Financial..., Securities, Series 65, Financial Advisory, 401k, Alternative Investments, Asset Allocation, FINRA, IRAs, Insurance, Investment Advisory, Investment Strategies, Series 24, Series 6, Small Business, Wealth Management..., Finance, Variable Annuities, Financial Services, Life Insurance, Investment Management, Long-term Care, 401k Rollovers, Bonds, Fixed Income, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Separately Managed...

Education
Boston University   2012 — 2014
Certificate in Financial Planning, CFP

Central Connecticut State University   1995 — 1999
Bachelor's degree, Marketing

Rocky Hill High School   1991 — 1995

Experience
DST Retirement Solutions  2011 - Present
BFDS  2004 - 2011
New England Financial, A MetLife Company   1990 - 2000

Skills
Banking, Customer Service, Financial Analysis, Business Analysis, Credit, Financial Reporting, Finance, Accounting, Management Consulting, Business Strategy, Vendor Management, Insurance, Change Management, Management, Analysis, Budgets

Education
Bridgewater State College
Bachelor's degree, Education

Experience
Wetzel Advisory Group   1998 - Present
Town of Woodstock, CT   1999 - 2003
New England Financial, A MetLife Company   1995 - 1998
Prudential Financial  1979 - 1995
R.D. Johnson Truck Leasing Corporation   1977 - 1979
Midlantic National Bank  1976 - 1977

Skills
Sales Management, New Business Development, Customer Service, Sales, Marketing Strategy, Marketing, Account Management, Coaching, Business Planning, Negotiation, Team Building, Leadership, Leadership Development, Start-ups, Strategic Planning

Education
The American College
Chartered Financial Consultanting

The American College
Chartered Life Underwriting

Bethany College   1972 — 1976
Bachelor’s Degree, Economics

West Morris Mendham High School   1968 — 1972
High School

Experience
New England Financial, A MetLife Company   September 2012 - Present
Telluride   January 2010 - August 2011
The Willett House   October 2005 - January 2010
Belle Havana   2008 - 2009
Academic Study Associates  January 1997 - October 2005
St. Clare's, Oxford   April 1996 - December 1996

Skills
Microsoft Word, Microsoft Excel, Access, Outlook, Event Planning, Management, Event Management, Training, Leadership, Sales, WordPress, Marketing

Education
Thames Valley University   1991 — 1994
Advanced Language Studies (French & German)

High School   1986 — 1990

SUNY Purchase

Experience
Rivers Casino Pittsburgh  July 2013 - Present
New England Financial, A MetLife Company   September 2007 - October 2010

Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Management, Research, Leadership, Strategic Planning, Public Speaking

Education
Point Park University   2010 — 2014
Associate’s Degree, Photography

Wyalusing Valley Jr/Sr High School   2000 — 2006

The Art Institute of Pittsburgh-Online Division
Associate of Arts (AA), Photography

Experience
New England Financial, A MetLife Company   October 2010 - June 2012
Invesco Aim  April 2005 - June 2010
VALIC  October 1989 - March 2005

Skills
Mutual Funds, Investments, Series 7, Insurance, Financial Services, Retirement, Strategic Planning, Fixed Annuities, Market Research, Retirement Planning, Fixed Income, Competitive Analysis, Management, Wealth Management, Risk Management, Asset Management, Portfolio Management

Education
Indiana University of Pennsylvania
BS

University of Houston
MBA

Experience
Metlife  January 2015 - Present
New England Financial, A MetLife Company   January 2012 - December 2014
New York Life Insurance Company  June 2003 - December 2011
Brookshire Grocery Company  November 1990 - June 2003

Skills
Retirement, Disability Insurance, Insurance, Long Term Care Insurance, Risk Management, Retirement Planning, Health Insurance, Life Insurance, Investments, Employee Benefits, Risk Assessment, Group Policy, Small Business, Key Management, Estate Conservation..., Business Conservation...

Education
LSU Shreveport   1992 — 1996
Business

Parkway High School   1989 — 1992

Experience
Harte-Hanks - Horizon Blue Cross Blue Shield   September 2013 - January 2014
HighPointe Financial Group / MassMutual Financial Group   March 2012 - November 2012
New England Financial - A MetLife Company  July 2011 - February 2012
Clearwire  May 2010 - February 2011
Midtown Tire & Auto   2001 - 2011
Stone Creek Steaks, Chops and Seafood   2009 - 2010
Enterprise  May 2009 - August 2009

Skills
Entrepreneurship, Business Development, Small Business, Lead Generation, Sales, Sales Process, Business Strategy, Team Building, Financial Analysis, Connectors, Large Groups, Business Networking, Networking, Open Minded, Life Insurance, Disability Insurance, Health Insurance, Negotiation, Selling, Real Estate, Business, Customer Service, Cold Calling, Management, Leadership, B2B, Customer Satisfaction, Finance, Insurance, Budgets

Education
University of Kansas   2006 — 2011
Bachelors, Liberal Arts and Science, Communications / Business

University of Boulder Colorado   2005 — 2006
Communications & Business, Communications & Business

Clayton High School   2000 — 2005

Experience
MCS Appraisal   January 2002 - Present
Inacom  March 1998 - June 2002
New England Financial  March 1997 - March 1998
New England Financial, A MetLife Company   February 1995 - February 1997

Skills
Accounting and Finance, Technology Consulting, Cost Accounting, Accounting, Analysis, Negotiation, Business Analysis, Forecasting, Finance, Due Diligence, Business Planning, Appraisals

Education
Bentley College   1985 — 1989
Certificate of Accountancy, Accounting, 3.3

Experience
Metlife Premier Client Group of Ohio, a Metlife Company   January 2015 - Present
New England Financial, A MetLife Company   February 2012 - December 2014

Education
The Ohio State University   1985 — 1990
Bachelor of Science (BS), Business Administration and Management, General

Experience
CrossPoint Community Church  October 2012 - Present
CrossPoint Community Church, Katy TX   2009 - 2012
New England Financial, A MetLife Company   2006 - 2009

Education
Concordia University-Austin   1996 — 1999
Bachelor of Arts (B.A.), Behavioral Sciences

The University of Texas at San Antonio   1994 — 1995

Experience
State Street  August 2008 - June 2014
MetLife  January 1997 - June 2008
New England Financial, A MetLife Company   1991 - 1997
New England Financial, A MetLife Company   1987 - 1991
New England Financial, A MetLife Company   1986 - 1987

Skills
Financial Reporting, Auditing, Financial Accounting, Accounting, Account Reconciliation, Financial Analysis, Accounts Payable, Sarbanes-Oxley Act, GAAP

Education
Northeastern University
Bachelor of Business Administration (B.B.A.), Accounting