Northwestern Mutual
Industry: Financial services company
DescriptionThe Northwestern Mutual is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education ... Headquarters: Milwaukee, Wisconsin, United States Number of employees: 7,500 (2017) Founded: 1857 Subsidiaries: LearnVest, Executives: John E. Schlifske (CEO, President, Chairperson),
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22,620 Northwestern Mutual employees in database. Find out everything there's to know about Northwestern Mutual employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Northwestern Mutual Employees
Ohio National Guard March 2009 - Present
Ohio National Guard Association April 2011 - April 2012
Ohio Air National Guard, 121 Air Refueling Wing November 2002 - March 2009
Northwestern Mutual August 2002 - October 2002
Pickerington Area Chamber Of Commerce August 1994 - August 2002
121 ARW Ohio Air National Guard 1998 - 2002
Ohio Small Business Council 1998 - 2000
Buckeye Sports and Orthopedic Specialists August 1993 - November 1999
Multiple Companies 1986 - 1994
United States Air Force June 1981 - December 1993
Skills
Public Speaking, Community Outreach, Military, Public Relations, Teaching, Office Management, Government, Leadership Development, Policy, Strategic Planning, Leadership, Program Management, Management, Team Building, Army, Coaching, Budgets, Community Development, Conflict Resolution, Customer Service, DoD, Event Management, Event Planning, Healthcare, Marketing, Operational Planning, Organizational..., Program Development, Public Policy, Strategic Communications, Team Leadership, Time Management, Training, Volunteer Management, Legislative Relations
Education
Boston College - Carroll School of Management 2012 — 2012
Certificate in Corporate Citizenship Management
Air War College 2009 — 2010
Certificate, National Security
Ohio University 2002 — 2004
Masters, Political Science & Public Adminstration
The University of Texas Health Science Center at San Antonio 1987 — 1989
Masters, Community Health Nursing
Medical College of Virginia at the Virginia Commonwealth University 1979 — 1981
BSN, Nursing
Financial Management Network October 2002 - Present
Realty Wealth Solutions January 2008 - December 2011
Northwestern Mutual January 2001 - October 2001
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth, Small Business, Finance, Insurance, Wealth Management, Financial Advisory, Retirement, Financial Planners, Series 63, Tax, Financial Planning, Charities, Management, Money Management, Insurance Planning, Retirement Income..., Asset Allocation, Charitable Giving
Education
Boston University 2002 — 2004
CFP
Vanguard University of Southern California 1999 — 2002
BS
William Paterson University August 2015 - Present
Fross Zelnick Lehrman & Zissu June 2013 - July 2015
Northwestern Mutual September 2012 - May 2013
Boston University School of Law June 2011 - August 2012
Boston University September 2009 - May 2012
Health Leads May 2011 - August 2011
NJ LEEP, Inc. at Seton Hall Law School June 2010 - August 2010
MetLife June 2008 - August 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Event Planning, PowerPoint, Spanish, Research, Editing, Fundraising, Nonprofits, Social Networking, Public Speaking, Customer Service, Social Media, Community Outreach
Education
Boston University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs, Minor in Public Health
Macy's August 2014 - Present
Loews Corporation June 2011 - August 2014
Northwestern Mutual May 2010 - December 2010
Education
Boston University 2012 — 2014
Master of Science (MS), Business Continuity, Security and Risk Management
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
Bachelor of Science (BS), Risk Management & Insurance
Northwestern Mutual June 2015 - Present
Automatic Industries July 2014 - August 2014
Nielsen April 2013 - June 2013
Skills
Teamwork, Economics, PowerPoint, Microsoft Word, Social Media, Facebook, Data Analysis, Public Speaking, Analytics
Education
Boston University 2013 — 2017
Business Administration concentrated in Finance
Boston University 2013 — 2017
Bachelor’s Degree, Accounting and Finance, Junior
Stratagem, Inc. October 2011 - July 2012
Northwestern Mutual November 2010 - June 2011
Stratagem, Inc. January 1996 - September 2008
Mercer Management Consulting September 1988 - July 1996
Klein Communications November 1987 - September 1988
H. W. Wilson, Inc. April 1985 - November 1987
Skills
Newsletters, Copy Editing, Editing, Press Releases, Web Content, Proofreading, Corporate Communications, Marketing Communications, Publishing, Internal Communications, Content Management, News Writing, Feature Articles, Publications, Interviews, Marketing, Media Relations, Storytelling, Newspapers, Magazines, Writing, Resume Writing, Creative Writing, Content Strategy, Public Speaking, Executive Reports, Brochures, Strategic Communications, Web Content Management, Journalism, Social Networking, Personal Profile, Freelance Writing, Speech Writing, Public Relations, Strategy, Editorial, Blogging, Crisis Communications, Proposal Writing, Social Media, Advertising, Team Building, Desktop Publishing, Personal profiles, Mentoring
Education
Boston University 1988 — 1992
M.U.A., Master of Urban Affairs
University of Wisconsin-Milwaukee 1969 — 1974
B.A., English & Sociology
Stewardship Colorado, LLC August 2013 - Present
Evergreen Fire/Rescue January 1995 - Present
Winter Park Ski Patrol 2008 - Present
GOALS - Get Outside And Learn Something December 2013 - Present
Evergreen Area Chamber of Commerce January 2011 - Present
Northwestern Mutual November 2009 - July 2013
Savvion September 2005 - June 2007
BoldTech Systems April 2003 - September 2005
StorePerform April 2002 - April 2003
Vitria 1998 - 2002
Skills
Professional Services, Enterprise Software, Strategic Financial..., Business Development, 401k, Finance, Employee Benefits, Business Intelligence, Selling, Sales, Strategic Planning, Go-to-market Strategy, Consulting, Life Insurance, Wealth Management, Strategy, Disability Insurance, Benefits Design, Financial Analysis, Training, Long Range Planning, Multi-generational..., Income for Life, Entrepreneurship, Financial Services
Education
Rensselaer Polytechnic Institute 1983 — 1987
BS Electrical Engineering
Boston University 2008 — 2010
Certificate in Financial Planning
University of Colorado Boulder 1992 — 1993
MS Electrical Engineering
Pulaski County HS 1979 — 1983
Sapient Global Markets May 2015 - Present
Northwestern Mutual February 2013 - April 2015
MacPherson & Associates November 2010 - February 2013
Bina Family Hospitality June 2009 - November 2010
The Ritz-Carlton Hotel Company LLC January 2008 - September 2008
Skills
Recruiting, Event Planning, Marketing, Social Networking, Sales, Social Media, PowerPoint, Event Management, Customer Service, Social Media Marketing, Microsoft Office, Microsoft Excel, Hospitality Management, Marketing Strategy, Human Resources, Organizational..., Business Development, Organizational...
Education
Boston University 2005 — 2009
Hospitality Administration
Dwight Englewood School 2002 — 2005
Seeking HR role. December 2014 - August 2015
Northwestern Mutual May 2013 - December 2014
Office of the State Auditor of Massachusetts February 1999 - January 2011
Boston College May 1989 - December 1996
Skills
Coaching, Policy, Talent Acquisition, Process Improvement, Recruiting, Public Speaking, Employee Relations, Strategic Planning, Applicant Tracking..., Leadership Development, Onboarding, Employee Benefits, Social Media, Management, Leadership, Fundraising, Team Building, Microsoft Office, Event Planning, Teaching
Education
Boston College 1989 — 1991
Master of Science, Educational Administration
University of Maine 1978 — 1982
B.S., Business Administration/Marketing
State Street April 2014 - Present
State Street January 2013 - April 2014
Mammoth Mountain Ski Area September 2010 - August 2012
Mammoth Mountain Ski Area September 2009 - August 2010
Northwestern Mutual May 2008 - September 2008
Skills
Forecasting, Analysis, Microsoft Excel, Sales, Finance, Retail, Time Management, Accounting, Customer Satisfaction, Pricing, Purchasing, Inventory Management, Investments, Mutual Funds, Bloomberg Terminal, Institutional...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 2006 — 2009
Bachelor of Arts (B.A.), Economics, 3.4
Brown Brothers Harriman May 2014 - Present
Raytheon BBN Technologies November 2012 - June 2013
Northwestern Mutual May 2012 - July 2012
Boston University November 2011 - December 2011
Vanderweil Engineers, LLP June 2011 - August 2011
Big Y Foods, Inc. September 2006 - July 2010
Skills
Microsoft Excel, Access, PowerPoint, Teamwork, Project Management, Conversational Spanish, Microsoft Word, Data Analysis, Windows, Business Strategy, Operations Management, Negotiation, Creativity, English, Leadership, Time Management
Education
Boston University - School of Management 2010 — 2013
BBA 2013, Operations Management, 3.4 out of 4.0 GPA
University of Massachusetts, Amherst
Xaverian Brothers High School 2005 — 2009
Northwestern Mutual October 2007 - Present
Commonwealth of Massachusetts 2005 - 2005
Skills
Certified Financial..., Chartered Financial..., Chartered Advisor for..., Chartered Life..., Strategic Financial..., Financial Analysis, Financial Modeling, Life Insurance, Disability Insurance, Long-term Care, Spanish, Writing, Microsoft Office, Notary Public, Financial Planning, Financial Advisory, Retirement Planning
Education
Boston College 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government, Graduate cum laude
The University of Glasgow 2001 — 2002
Political Science and Government; Film Studies
Neo@Ogilvy May 2015 - Present
Mu Sigma January 2014 - Present
Boston College September 2009 - May 2013
Northwestern Mutual June 2012 - April 2013
Surgical Specialists of New York June 2011 - August 2011
Surgical Specialists of New York June 2010 - August 2010
Skills
Oral & Written..., Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Timely Decision Making, Priority Management, Financial Analysis, Strategic Financial...
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor's degree, Finance, English
DC Prep July 2013 - Present
The Broad Center for the Management of School Systems July 2013 - July 2015
UCLA Anderson School of Management September 2011 - June 2013
California Charter Schools Association June 2012 - August 2012
Northwestern Mutual February 2006 - August 2011
Skills
Sustainability, Financial Modeling, Strategy, Data Analysis, Financial Analysis, Business Strategy, Analytics, Cross-functional Team..., Nonprofits, Budgets, Management Consulting
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Non-profit Management, Sustainability, Corporate Social Responsibility
Boston College 2001 — 2005
BS, Management/Business Economics
CareFirst BlueCross BlueShield April 2015 - Present
IBM January 2013 - December 2014
Northwestern Mutual September 2011 - January 2013
Heineken Americas September 2010 - May 2011
Goldman Sachs May 2008 - December 2009
Bisys Private Equity Services August 2006 - January 2008
RBC Dexia Fund Services April 2003 - July 2006
Caisse Des Depots Et Consignations - Luxembourg January 1999 - January 2003
Skills
Bloomberg, Loans, Contract Negotiation, Middle Office, Management Consulting, Project Coordination, Foreign Languages, Microsoft Excel, Analysis, Equities, Accounting, Credit Risk, Corporate Finance, Finance, Investments, Fixed Income, Banking, Mutual Funds, Hedge Funds, Management, Private Equity, Financial Analysis, Portfolio Management
Education
Université de Paris à la Sorbonne 1988 — 1989
Certificate, French Language and Culture, 3.0
Boston University - School of Management 1980 — 1984
BS, Business Administration; Finance, 3.0
Allegis Partners January 2013 - Present
Allegis Partners June 2011 - December 2012
CA Technologies April 2012 - June 2012
Northwestern Mutual July 2010 - March 2011
Collegiate Entrepreneurs Painting Services April 2009 - September 2009
Skills
Talent Acquisition, Recruiting, Executive Search, Start-ups, Risk Management, Internet Recruiting, Applicant Tracking..., Sourcing, Leadership, Technical Recruiting, Business Development, Financial Services, Consulting, Strategy
Education
Boston College 2006 — 2010
BA, Economics
Bethlehem School District
Hofstra University November 2013 - Present
St. John the Baptist Diocesan High School September 2013 - November 2013
Greco Planning Group July 2013 - October 2013
Northwestern Mutual June 2012 - August 2012
Loomis Group September 2011 - December 2011
Greco Planning Group July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Press Releases, Social Media, Public Relations, PowerPoint, Blogging, Strategic Communications, Microsoft Office, Newsletters, Interactive Advertising, Creative Writing, Customer Service, Email Marketing, Facebook, Public Speaking
Education
Boston College 2009 — 2013
Bachelor of Arts, Psychology & Communications
St.John the Baptist DHS 2005 — 2009
CloudHealth Technologies, Inc. September 2014 - Present
HP Vertica October 2013 - August 2014
Vertica Systems August 2012 - October 2013
Northwestern Mutual May 2012 - August 2012
HubSpot January 2012 - May 2012
University Directories May 2011 - August 2011
Boston University Men's Rugby Club September 2009 - May 2011
Merrill Lynch June 2010 - August 2010
Belltower Books December 2008 - May 2010
Starbucks Coffee Company May 2007 - August 2009
Skills
Sales, Competitive Analysis, Advertising, New Business Development, Sales Operations, Management, Salesforce.com, Time Management, Social Media, Social Media Marketing, PowerPoint, Microsoft Excel, Facebook, Microsoft Office, Marketing, Sales Prospecting, Relational Databases, LinkedIn, Twitter, Teamwork, Coaching, Social Networking, Lead Generation, Email Marketing, Sales Management, Sales Presentations, Cold Calling, Leadership, Direct Sales, SaaS, Databases, Data Analytics
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration, Finance
Focused Wealth Managment 2007 - Present
Waddell & Reed June 2006 - October 2007
Northwestern Mutual June 2005 - June 2006
Education
Fiduciary 360 2011 — 2011
AIF®, Fiduciary and Ethical Standards
Boston University 2008 — 2009
CFP, Certified Financial Planning
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2002 — 2006
Bachelor's degree, Business Management, 3.63 GPA
Search Fund Accelerator September 2015 - Present
Voyage Realty Group July 2015 - Present
Voyage Realty Group August 2014 - July 2015
Northwestern Mutual May 2014 - August 2014
Bloomberg LP January 2014 - May 2014
EagleMunc September 2013 - May 2014
Skills
Leadership, Real Estate
Education
Boston College 2013 — 2016
Bachelor of Applied Science (BASc), Economics
Allen High School 2009 — 2012
General Advanced Placement and International Baccalaureate
Fidelity Investments August 2014 - Present
Fidelity Investments October 2011 - August 2014
FDIC October 2009 - September 2011
Institute for Industrial Policy Development June 2009 - September 2009
Bean Partners Limited June 2008 - August 2008
Arnold Worldwide November 2007 - May 2008
Northwestern Mutual June 2007 - August 2007
Skills
Risk Management, Financial Markets, Financial Risk, Investments
Education
Boston University - School of Management 2005 — 2009
Business Administration, Concentration: Finance, Minor: Economics
Northwestern Mutual May 2015 - Present
Taylor Hampton Solicitors Limited February 2015 - April 2015
City Sports August 2014 - January 2015
Abercrombie & Fitch September 2013 - September 2014
Fusion 25 Restaurant June 2013 - August 2014
Skills
Microsoft Excel, Microsoft Word, Public Speaking, PowerPoint
Education
Boston University Questrom School of Business 2012 — 2016
Banking, Corporate, Finance, and Securities Law, Senior
KPMG September 2013 - Present
KPMG May 2012 - August 2012
Northwestern Mutual June 2011 - May 2012
Becker and Becker Associates 2009 - 2010
Skills
Customer Service, Financial Modeling, Microsoft Excel, Microsoft Office, Facebook, Financial Analysis, PowerPoint, Data Analysis, Social Media, Microsoft Word, Outlook, Market Research, Teamwork, Access, Research, Management Consulting, Spanish, Time Management, Social Networking, Leadership
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor's Degree, Business Management
Fairfield Ludlowe High School 2006 — 2009
High School
Wells Fargo Advisors August 2011 - Present
Merrill Lynch February 2007 - August 2011
Northwestern Mutual May 2005 - February 2007
Massachusetts Export Center 2004 - 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Investment Strategies, Asset Allocation, Estate Planning, Financial Advisory, High Net Worth..., Employee Stock Options, Executive Benefit..., Finance
Education
Boston University
Financial Planning
University of Massachusetts Dartmouth
Marketing, International Finance
DraftKings, Inc. May 2015 - August 2015
Influence Central October 2014 - May 2015
Legal Sea Foods October 2014 - May 2015
Northwestern Mutual June 2014 - November 2014
Codman Pool June 2009 - September 2013
Lincoln Youth Soccer August 2007 - May 2012
Lincoln Youth Soccer August 2005 - May 2009
Codman Pool June 2007 - September 2008
Skills
Customer Service, Social Networking, Microsoft Excel, Time Management, PowerPoint, Teamwork, MS PowerPoint, MS Excel, Facebook, Twitter, Event Planning, Research, Communication, Obedient, Microsoft Office, Microsoft Word, Leadership, Public Speaking, Social Media, Peachtree Accounting..., Survey Creation, Microsoft SQL Server
Education
Boston College 2012 — 2016
Bachelor of Science and Management, Marketing and Finance
Lincoln-Sudbury Regional High School 2008 — 2012
Appcues November 2014 - Present
HubSpot January 2012 - November 2014
Eversave September 2011 - January 2012
Northwestern Mutual May 2010 - June 2011
Skills
Salesforce.com, Social Media, PowerPoint, Event Planning, Economics, Inbound Marketing, Inbound Lead Generation, Online Lead Generation, SEO, Content Writing, Email Marketing, Social Media Marketing, Lead Generation, Digital Marketing, Solution Selling, Marketing Automation, Consultative Sales..., Sales, Digital Strategy, Competitive Analysis, B2B Marketing, Digital Media, Business Development, Blogging, Selling, Press Releases, Public Relations, Marketing Strategy
Education
Boston University 2007 — 2011
Bachelor of Science, Economics
Darrow School
General Catalyst Partners December 2014 - April 2015
CME Group May 2014 - December 2014
Boston University - Office of the General Counsel September 2012 - October 2014
R J Devereaux Corp. May 2013 - August 2013
Cummings Properties May 2012 - January 2013
Winchester Hospital October 2009 - August 2012
Northwestern Mutual May 2011 - August 2011
Sunrise Assisted Living September 2010 - May 2011
Raytheon May 2010 - August 2010
Skills
Leadership, Data Entry, Microsoft Office, Operations Management, Food & Beverage, Financial Services, Finance, Financial Reporting, Microsoft Word, PowerPoint, Cpr Certified, Healthcare, Time Management, Natural Gas, Maintenance Management
Education
Boston University Questrom School of Business 2011 — 2015
B.S. Business Administration and Management, Finance, General
Woburn High School 2007 — 2011
Diploma
Northwestern Mutual April 2013 - Present
Northwestern Mutual October 2012 - Present
NBC Olympics July 2012 - August 2012
Boston University 2011 - 2012
Boathouse June 2011 - August 2011
Dana Hall School June 2010 - August 2010
Middleton Golf Course June 2006 - September 2009
Skills
Social Media Marketing, Event Planning, Non-profits, Social Media, PowerPoint, Social Networking, Customer Service, Facebook, Marketing, Blogging, Life Insurance, Fundraising, Spanish, Media Relations, Press Releases, Nonprofits, Microsoft Office, Microsoft Excel
Education
Boston University
Bachelor of Science, Communication
The Governor's Academy 2004 — 2008
Bank of America September 2015 - Present
Northwestern Mutual May 2013 - 2013
Skills
Financial Planning, Life Insurance, Microsoft Office, PowerPoint, Retirement Planning, Public Speaking
Education
Boston College 2011 — 2015
Bachelor's degree, Economics
Boston 128 Companies July 2007 - Present
Northwestern Mutual May 2004 - July 2007
Skills
Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Insurance, Financial Modeling, Small Business, Securities, Financial Services, Asset Allocation, Finance, Retirement, Financial Planning
Education
Boston College 2000 — 2004
Economics
Northwestern Mutual March 1988 - Present
Northwestern Mutual January 1985 - March 1988
Florida State University May 1986 - August 1987
Education
Florida State University 1986 — 1987
MA, English
Florida State University 1983 — 1986
BA, English
Boston University 1982 — 1983
Coral Springs High School 1978 — 1982
Barclays Investment Bank May 2015 - Present
Progress Partners September 2014 - December 2014
Northwestern Mutual May 2014 - August 2014
Chemtura Corporation May 2013 - August 2013
Skills
Economics, Mathematics, Physics, Stata, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Statistics, Data Analysis, Mergers & Acquisitions
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Mathematics, Junior
Trumbull High School 2009 — 2012
EY July 2015 - Present
Boston College September 2011 - May 2015
EY June 2014 - August 2014
Northwestern Mutual May 2013 - December 2013
KPMG June 2013 - June 2013
Hollister Co. August 2010 - January 2013
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Mac, PC, Teamwork, Leadership, Accounting, Social Media, Facebook, Public Speaking, Event Planning, Sales, Finance, Microsoft Office, Editing, Social Networking
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
West Chester East High School 2007 — 2011
4.88/5.20 ranking 7 of 354
Wolf & Company, P.C. September 2015 - Present
Northwestern Mutual August 2014 - January 2015
Skills
Microsoft Excel, iWork, SAP, ServSafe, ServSafe Alcohol..., Public Speaking
Education
Western New England University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Springfield Technical Community College 2012 — 2013
3.7
Boston University 2011 — 2011
Cathedral High School 2007 — 2011
Eaton Vance April 2014 - Present
Northwestern Mutual May 2012 - April 2014
The Carnegie Abbey Club 2007 - 2012
Skills
Investments, Insurance, Retirement Planning, Finance, Financial Analysis, Microsoft Office, Business Planning, Mutual Funds, Financial Goals, Financial Modeling, Research, Bloomberg, Estate Planning, Budgeting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2018
Master of Business Administration (M.B.A.), Concentration: Asset Management
Saint Anselm College
Bachelor of Arts, Financial Economics
Freelance Accounting/Bookkeeping April 2015 - Present
Tanglewood Farm Associates LLC March 2013 - Present
Hirease Inc. February 2013 - May 2015
Boos Development Group, Inc. October 2011 - December 2012
Northwestern Mutual August 2005 - August 2011
Northwestern Mutual June 2008 - March 2011
Northwestern Mutual August 2005 - May 2008
Strong Funds 2003 - 2005
Skills
Hotel Management, Real Estate, Vacation Rental, Rental Management, Horse Properties, Horse Care, Landlords, Hotel Booking, Hotel Administration
Education
Boston University 1998 — 2003
BA, Accounting and Finance
Boston University 1998 — 2003
Bachelor''s of Science in Business Administration, Accounting and Finance degrees
Northwestern Mutual January 2014 - Present
FPA - Financial Planning Association November 2011 - December 2013
Bose Corporation April 2002 - December 2008
Bose Corporation September 1989 - June 1997
Skills
Financial Planning, Financial Analysis, Financial Control, Forecasting, Accounting, Analysis, Risk Management, Finance, Process Improvement, Cost Accounting, Business Planning, Due Diligence, Business Analysis, Business Strategy, Strategic Financial..., Managerial Finance, Financial Audits, Wealth Management, Investments
Education
Boston University 2011 — 2013
Certificate, Financial Planning
Massachusetts Institute of Technology
Master of Business Administration (MBA)
University of Pennsylvania
BS, Mechanical Engineering
Ameriprise Financial Services, Inc. November 2014 - Present
Assurant Health November 2013 - April 2014
Northwestern Mutual August 2012 - March 2013
Student September 2009 - May 2012
Coventry Health Care May 2011 - August 2011
St. Joseph Central High School September 2010 - May 2011
Skills
Advanced Excel, Intermediate SAS and..., VBA, Access, Actuarial Science, SAS, Financial Analysis, Data Analysis, Analysis, Microsoft Excel
Education
Boston University 2009 — 2011
Master of Science, Actuarial Science
University of Massachusetts Amherst 2006 — 2009
Bachelor of Science, Applied Mathematics
Sun Life Financial June 2013 - Present
Krishna Priya Enterprise - Metropcs Franchise June 2010 - Present
FIRST Insurance Funding Corp December 2007 - June 2010
Northwestern Mutual April 2007 - September 2007
Skills
Financial Analysis, Strategic Planning, Sales Management, Leadership, Credit Risk, Credit Analysis, Risk Management, Business Analysis, Business Development, Small Business Lending, Commercial Banking, Life Insurance, Portfolio Management, Consumer Lending, Retail Banking, Retail Sales, Mobile Devices, Customer Service, Customer Retention, Customer Acquisition, Collateral Management, Letters of Credit, Trust Management, Trust Services, Employee Benefits, Sales, Insurance, Financial Services, Banking, Team Building, Microsoft Office, Strategy, Management, Marketing Strategy, Account Management
Education
Boston University 1996 — 2001
Bachelor of Arts (B.A.), Environmental Analysis and Policy
Fairmont Copley Plaza June 2014 - Present
Advocare November 2013 - Present
Cohasset Fitness Club February 2014 - May 2014
Chevy Chase Athletic Club September 2013 - January 2014
Janney Montgomery Scott June 2012 - August 2012
Northwestern Mutual January 2011 - August 2011
Hobart and William Smith Colleges Department of Finance January 2011 - May 2011
United States Census Bureau April 2010 - August 2010
Skills
Investments, Financial Services, Entrepreneurship, Business Development, Sales, Finance, Management, Personal Training, Investment Banking, Fitness, Capital Markets, Analysis, Fitness Consulting, Fitness Training, Economics, Forecasting, Sports, Equity Research, Financial Analysis, PowerPoint, Microsoft Excel, Fixed Income, Health, Sports Nutrition, Sports Management, Sports Marketing, Fashion
Education
Hobart College 2009 — 2012
Major: Economics; Minor: American Studies
Boston College 2011 — 2011
Summer Session, Courses: Financial Accounting, Statistics
The Gunnery 2008 — 2009
Post Graduate Year
Cohasset High School 2004 — 2008
High School
State Street June 2015 - Present
Andre-Lyons Productions June 2013 - Present
Keyence October 2014 - February 2015
Northwestern Mutual June 2014 - September 2014
peerTransfer July 2013 - September 2013
The Long Ridge Swim and Tennis Club, Inc June 2012 - September 2012
Wee Burn Country Club June 2009 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Economics
Avon Old Farms 2008 — 2011
High School Diploma
Santander Bank, N.A. July 2014 - Present
Boston University November 2013 - May 2014
Guerrilla Marketing Society February 2012 - May 2014
Brandyourself August 2013 - December 2013
Northwestern Mutual May 2013 - September 2013
KP&CO December 2011 - January 2013
Collegiate Entrepreneurs April 2011 - August 2011
Skills
Marketing, Market Research, Microsoft Excel, Marketing Strategy, Social Media, Microsoft Word, Guerrilla Marketing, Social Networking, Facebook, Blogging, Sales, Research, Data Analysis, Marketing Research, Social Media Marketing, SEO, CRM, Access, SAS Programming, Visual Basic
Education
Boston University Questrom School of Business 2011 — 2014
Bachelor’s Degree, Marketing and Management Information Systems
Accenture July 2013 - Present
Northwestern Mutual May 2012 - February 2013
Boston University School of Management January 2011 - January 2013
Skills
Microsoft Excel, Financial Modeling, Analysis, Valuation, Financial Analysis, Teradata, SQL, Business Analysis, PowerPoint, Access, Finance
Education
Boston University - School of Management 2009 — 2013
BSBA, Finance and MIS
Broadway Office Interiors 2010 - Present
Freelance Writer & Screenwriter August 2009 - Present
Private Garden Greenhouse Systems August 2007 - August 2009
Northwestern Mutual May 2006 - August 2007
Temp-Tech Co., Inc. September 1994 - May 2006
Skills
Marketing, Online Advertising, Web Content, Web Analytics, Office Administration, Screenwriting, Web Marketing, Technical Writing, Social Media, Social Networking, Office Furniture Sales, Creative Writing, Press Releases, Leadership, Sales, Blogging, Film
Education
Western New England University
BA, English/Communications
Framingham State University
Boston Latin School
Oracle June 2015 - Present
Oracle January 2014 - Present
Altus Specialty Group July 2011 - December 2013
Education Protector Insurance July 2010 - December 2013
Northwestern Mutual July 2009 - June 2011
National Collegiate Scouting Association June 2006 - December 2009
National Football League April 1997 - June 2003
Skills
Personal Insurance, Property & Casualty..., Commercial Insurance, Sports, Insurance, Risk Management, Athletes, Sports Marketing, Athletics, Customer Service, Sales, Coaching, Team Building, Business Development, New Business Development, Social Media, Public Speaking, Strategy, Leadership, Training, Fundraising, Networking, Direct Sales, Finance, Small Business, Social Networking, Entrepreneurship, Start-ups, Marketing, Recruiting, Account Management, Employee Benefits, Football, Cold Calling, Time Management, Social Media Marketing, Strategic Partnerships, Sports Management, Ticket Sales, Baseball, Lead Generation, Sponsorship, Strategic Planning
Education
Boston College 1992 — 1996
BS, Education, Sociology
Cardinal Hayes HS
Bentley School August 2015 - Present
Teach For America April 2012 - June 2014
Standard Chartered Bank May 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Skills
Investments, Strategic Financial..., Financial Modeling, Valuation, Insurance, Securities, Financial Analysis, PowerPoint, Microsoft Excel, Strategy, Risk Management, Data Analysis, Corporate Finance, Public Speaking
Education
Brown University 2013 — 2015
A.M. Urban Education Policy
Boston College 2008 — 2012
BA, Economics, English
Morgan Stanley May 2013 - Present
Morgan Stanley January 2013 - May 2013
Morgan Stanley August 2010 - December 2012
R Brown Partners October 2008 - July 2010
Northwestern Mutual May 2008 - June 2009
AIG June 2007 - August 2007
Permal Asset Management May 2006 - August 2006
Skills
Bloomberg, Financial Modeling, Fixed Income, Finance, Securities, Management
Education
Boston University 2005 — 2009
Economics; Business Administration, Economics, Business
Northwestern Mutual May 2010 - January 2012
Boston University August 2006 - August 2009
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Hospitality Administration
West Essex Regional High School 1997 — 2002
Labaton Sucharow LLP September 2014 - May 2015
U.S. Securities and Exchange Commission June 2014 - August 2014
Office of the Inspector General of the State of New York January 2014 - May 2014
EFG Asset Management August 2013 - December 2013
Office of the Attorney General of the State of New York June 2013 - August 2013
Philip Russell, LLC August 2011 - August 2012
Honest Tea September 2010 - May 2011
Northwestern Mutual June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Google Analytics, Facebook, Finance, Financial Analysis, Investments, Litigation, Public Speaking, Mutual Funds, Retirement Planning, SPSS, Social Media
Education
Brooklyn Law School
Doctor of Law (J.D.)
Boston University Questrom School of Business 2007 — 2011
Boston University
Joel Barlow High
The Gunnery
Invesco US February 2015 - Present
INVESCO April 2008 - February 2015
INVESCO June 2007 - March 2008
INVESCO April 2003 - May 2007
INVESCO May 2001 - March 2003
Northwestern Mutual May 1999 - April 2001
Skills
Corporate Research, Investments, Capital Markets, Fixed Income, Asset Management, Bloomberg, Financial Analysis, Portfolio Management, Securities, Investment Banking, Trading
Education
Boston University 2007 — 2009
MSM, Banking and Financial Services
CFA Institute 2004 — 2006
CFA, Chartered Financial Analyst
University of Louisville 1998 — 2003
BSBA, Finance, Computer Information Systems
Northwestern Mutual May 2015 - September 2015
Six Flags Great Adventure June 2014 - August 2014
Six Flags Great Adventure June 2013 - August 2013
Skills
Marketing, HTML, Photography, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Research, Teamwork, Data Analysis, Photoshop, Financial Analysis, Social Networking, Event Planning, Java, Analysis
Education
Boston University 2013 — 2017
Bachelor’s Degree, Business Administration Concentrating in Finance, Minor in Mathematics
Roth - Skoda Cycling Team January 2015 - Present
MG KVis Wilier Trevigiani Norda Cycling Team March 2014 - December 2014
Northwestern Mutual May 2013 - May 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Social Media, Public Speaking, Data Analysis, Research, Leadership, Event Planning, Customer Service, Facebook, SPSS, Outlook, Teamwork, Spanish
Education
Boston College - Carroll School of Management 2010 — 2014
Operations Management, Finance, Economics
Boston College November 2010 - May 2013
Undergraduate Research Journal of Boston College January 2013 - March 2013
The Daily Meal May 2012 - August 2012
Northwestern Mutual June 2011 - August 2011
Boston College Residence Hall Association September 2010 - May 2011
Boston College Residence Hall Association September 2009 - May 2010
Discovery Program July 2005 - August 2008
Skills
Social Media, Creative Writing, Facebook, Microsoft Office, Event Planning, Editing, English, Customer Service, PowerPoint, Public Speaking, Blogging, Copy Editing, Journalism, Feature Articles, Microsoft Word, SEO, Public Relations, Social Networking, Press Releases, Teaching, Research, Social Media Marketing, Nonprofits, WordPress, Photoshop, Copywriting, Photography, Community Outreach, Fundraising, Media Relations, Mac, Event Management, Online Marketing, Marketing, Volunteer Management
Education
Boston College 2009 — 2013
Bachelor of Arts, English and Communication
John Cabot University 2012 — 2012
Study Abroad, English and Communications
Bethpage High School 2004 — 2009
Advanced Honors Regents Diploma
Aetna July 2014 - Present
University of Connecticut Transportation Services August 2012 - May 2014
Northwestern Mutual May 2013 - August 2013
New Haven Pizza Company October 2011 - April 2012
ANSTRO MFG May 2011 - August 2011
Fresh Food Company at Boston University September 2010 - June 2011
ANSTRO MFG May 2009 - August 2009
Skills
Microsoft Excel, Leadership, Communication Skills, Teamwork, Close Attention to..., Organizational Structure, Finance, Financial Analysis, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Customer Service, Social Media, Management Skills, Public Speaking, Team Leadership, Financial Modeling, Relationship Management, Data Analysis, Analysis, Communication, Management
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.613
Boston University 2010 — 2011
Biology, Pre-Medicine, 3.5
Acumen Wealth Advisors July 2015 - Present
Northwestern Mutual September 2014 - July 2015
SunTrust Bank June 2013 - September 2014
PInkerton Wealth Management Group of Wells Fargo Advisors, LLC June 2009 - June 2013
Oppenheimer & Co. March 2009 - June 2009
Stanford Group Company November 2008 - March 2009
Smith Barney May 2002 - November 2008
Education
Boston University 2012 — 2015
Master of Science (M.S.), Banking and Financial Services Management
Montreat College 1998 — 2002
BS: Business Administration, Finance / Economics
North Augusta High School 1994 — 1998
MaxPoint August 2014 - Present
Boston College August 2012 - May 2014
Atlantic Charter Insurance Company April 2011 - August 2012
Law Offices of David J. Fine June 2010 - April 2011
Northwestern Mutual June 2009 - August 2009
Skills
Subrogation, Liability, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Claim, Claims Handling, General Insurance, Claim Investigation, Microsoft Office, Workers Compensation, Insurance, Claims Resolution, Data Analysis, Analysis
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Marketing and Information Analytics
Vassar College 2006 — 2010
Bachelor's, Psychology
Northwestern Mutual June 2015 - August 2015
Concord Square Planning and Development May 2014 - August 2014
US Army March 2013 - May 2014
US Army June 2012 - March 2013
US Army February 2011 - June 2012
US Army May 2010 - February 2011
Skills
Microsoft Excel, Argus Modeling, Leadership, Operational Planning, Project Management, Command, Military Operations, Training, Intelligence, Small Unit Tactics, International Relations, Management, Military Training, Research, Microsoft Office, Security Clearance, Army, Weapons
Education
Cornell University 2014 — 2017
Master of Real Estate, Baker Program
Cornell University - Johnson Graduate School of Management 2014 — 2017
Master of Business Administration (MBA), Finance
Boston University 2004 — 2008
Bachelor of Arts (B.A.), International Relations and Affairs & History
Condé Nast December 2014 - Present
Collective : The Audience Engine October 2012 - November 2014
Collective: The Audience Engine February 2011 - October 2012
Northwestern Mutual January 2010 - August 2010
Skills
Mobile Advertising, Advertising, Media Planning, Online Advertising, Digital Media, Digital Marketing, Media Buying, Data Management, Digital Strategy, Advertising Sales, Mobile Marketing, Web Analytics, Marketing, Integrated Marketing, Social Media, Social Media Marketing
Education
Boston University 2006 — 2010
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Northwestern Mutual May 2015 - Present
Boston University October 2013 - Present
Education
Boston University 2013 — 2017
Bachelor's Degree
Harrison High School 2009 — 2013
International Baccalaureate Diploma
International Institute of New England July 2015 - Present
Cristo Rey Boston High School January 2009 - June 2015
Cristo Rey Network January 2003 - June 2009
Cassin Educational Initiative Foundation January 2001 - December 2007
Cristo Rey Jesuit High School January 1998 - December 2000
Northwestern Mutual August 1994 - December 1997
Private Law Practice September 1992 - July 1994
Jesuit Volunteer Corps October 1985 - February 1989
Skills
Teaching, Fundraising, Community Outreach, Non-profits, Grant Writing, Staff Development, Leadership, Public Speaking, Volunteer Management, Program Development, Event Planning, Higher Education, Research, Educational Leadership, Curriculum Development, Strategic Planning, Classroom, Management, Nonprofits, Leadership Development, Curriculum Design, Public Policy, Microsoft Office, Editing, Public Relations, Policy Analysis, PowerPoint, Customer Service, Organizational..., Grants, Social Media, Alumni Relations, Government, Event Management, Stewardship
Education
Boston College Law School 1989 — 1992
J.D., Law
Boston College 1981 — 1985
AB, Political Science Philosophy
Barclays Investment Bank July 2014 - Present
Boston College December 2011 - May 2014
Barclays May 2013 - August 2013
Northwestern Mutual May 2012 - August 2012
NARS Cosmetics May 2011 - August 2011
Skills
Microsoft Excel, CFA Level I Candidate
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelor's degree, Finance and Operations Management, Cum Laude
The Pingry School 2006 — 2010
Passed Level I of the CFA Program
The Hartford June 2015 - Present
Road Scholar November 2014 - May 2015
Northwestern Mutual June 2014 - October 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Public Speaking
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Unimin Corporation July 2014 - Present
Northwestern Mutual July 2013 - July 2014
Northwestern Mutual March 2012 - July 2013
Hotel Biba June 2011 - March 2012
MRL Promotions August 2010 - August 2011
Skills
Marketing, Microsoft Office, Leadership, Office Administration, Social Media, Social Media Marketing, Social Networking, Customer Service, Marketing Strategy, Event Planning, Management, Microsoft Excel
Education
Boston University 2006 — 2010
Bachelor, Communications
Westminster School 2002 — 2006
The ShelterPups October 2013 - Present
AGPix July 2008 - Present
Cyrus Company December 2010 - Present
The ShelterPups January 2013 - October 2013
Weather Risk Solutions, LLC July 2008 - December 2010
Northwestern Mutual September 2007 - July 2008
United States Marine Corps September 2003 - September 2007
Skills
Project Management, Software Project..., New Business Development, Business Process..., Product Development, Database Design, Website Development, Enterprise Architecture, IT Architecture, Business Process Design, Purchase Management, Customer Service..., Customer Service..., Production Managment, IT Strategy, IT Operations, IT Management
Education
Boston University 2011 — 2013
Master of Science (MS), Computer Information Systems
Park University 2004 — 2007
Bachelor of Science (BS), Social Psychology, Cum Laude
Spotify July 2014 - Present
Spotify March 2013 - July 2014
Hulu July 2011 - March 2013
Activision October 2010 - June 2011
Encore Capital Group June 2010 - October 2010
Poway High School October 2009 - October 2010
Encore Capital Group December 2009 - June 2010
Northwestern Mutual June 2008 - November 2008
Scottrade January 2007 - September 2007
Skills
Financial Modeling, Financial Analysis, Start-ups, Corporate Finance, Business Development, Due Diligence, Online Advertising, Pricing Analysis, Pricing Strategy, Financial Reporting, Financial Projection, Budgeting, Financial Forecasting, Strategic Planning, Inventory Analysis, Inventory Management, Digital Media, Competitive Analysis
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance
Wilton High School 2001 — 2005
Boston University January 2015 - Present
Independent Tutoring August 2014 - Present
Tufts University May 2015 - August 2015
Tufts University May 2015 - August 2015
Fox Chapel Golf Club June 2013 - January 2015
Northwestern Mutual March 2014 - August 2014
Waterworks Cinemas June 2013 - May 2014
Massachusetts Institute of Technology (MIT) February 2013 - May 2014
Skills
Teamwork, Research, Data Analysis, Microsoft Excel, Public Speaking, Microsoft Office, Team Leadership, Financial Modeling, Access, Portfolio Optimization, Bloomberg Terminal, Negotiation, @Risk
Education
Boston University - School of Management 2012 — 2016
Bachelor of Science in Business Administration, Finance
Fox Chapel Area High School 2008 — 2012
China Times June 2014 - August 2014
Northwestern Mutual March 2014 - March 2014
Nanyang Commercial Bank Ltd. June 2012 - August 2012
Skills
SAS Certified Base..., Data Analysis, Stata, Matlab, Microsoft Excel, Microsoft Office, PowerPoint, Economics, Statistics
Education
Boston University 2014 — 2015
Master of Economics Policy, Economic Policy
University of Colorado Denver 2011 — 2014
Bachelor of Arts (BA), Economics, 3.71
China Agricultural University 2010 — 2011
Bachelor of Arts (BA), Economics, 3.71
Smith College Student Government Association April 2015 - Present
Wall Street Prep September 2015 - Present
ModernGuild March 2014 - Present
ModernGuild September 2014 - Present
Mesirow Financial June 2015 - August 2015
Smith College Organization Resource Committee February 2015 - April 2015
Smith College Organization Resource Committee April 2013 - April 2015
Université libre de Bruxelles October 2014 - December 2014
Northwestern Mutual May 2014 - August 2014
Office of Governor Deval L. Patrick May 2013 - August 2013
Skills
Public Speaking, Management, Fundraising, Social Networking, People Skills, PowerPoint, Customer Service, Training, Politics, Investment Management, Due Diligence, Private Equity, Financial Analysis, Event Planning, Proposal Writing, Microsoft Excel, R, Discrete Mathematics, Impact Investing, Research, Basic Accounting, Microsoft Office, Social Media, Financial Research, Wealth Management, Matlab
Education
Smith College 2012 — 2016
Bachelor of Arts (BA), Philosophy and Logic, 4.0 Latin Honors, 3.88 Cumulative
Université libre de Bruxelles 2014 — 2014
Semester Abroad, Philosophy
Boston University 2010 — 2012
High School
Highfields Capital Management April 2015 - Present
J.P. Morgan July 2014 - March 2015
Clough Capital Partners, L.P. May 2013 - January 2014
Northwestern Mutual August 2013 - December 2013
Heritage Pool and Racquet Club May 2007 - September 2012
Heritage Pool and Racquet Club May 2007 - September 2012
Skills
Public Speaking, Public Relations, Volunteer Management, Social Media, Social Media Marketing, Microsoft Office, Tutoring, Event Management, Facebook, Outlook, Microsoft Word, Leadership, Teamwork, Microsoft Excel, Bloomberg, Community Outreach, Research, Event Planning, Data Analysis, Marketing, VPM, Eze Castle, Italian, Teaching, Fundraising
Education
Boston College 2011 — 2014
Bachelor's Degree, Political Science and Communications
Bucknell University 2010 — 2011
Political Science and Government
Concord-Carlisle High School 2006 — 2010
High School Diploma
Northwestern Mutual July 2012 - Present
SECURA Insurance Companies June 2010 - August 2010
Skills
Customer Service, Risk Management, Underwriting, Insurance, Microsoft Excel, Access, Leadership, Public Speaking, Strategic Planning, Social Media, Visual Basic, Sales, Social Networking, Training, Financial Modeling, Economics
Education
Boston University 2010 — 2012
M.S. Actuarial Science & Financial Mathematics
University of Wisconsin-Madison 2006 — 2010
B.A., Economics, Risk Management and Insurance, Certificate in Business
Bank of America Merrill Lynch December 2011 - Present
On-Line Realty of Boston LLC. June 2010 - February 2011
Northwestern Mutual August 2009 - December 2009
William Pitt Sotheby's International Realty July 2009 - September 2009
Skills
PowerPoint, Microsoft Office, Financial Analysis, Microsoft Excel, Financial Modeling, Valuation, Microsoft Word, Employee Benefits, Research, Analysis, Statistics, Budgets, Sales, Forecasting, Event Planning, Process Improvement, Facebook, Negotiation, Social Media, Investments
Education
Boston University 2010 — 2012
Management Studies, Management Studies
Union College 2007 — 2009
Economics
The Brunswick School 2005 — 2007
Brand Networks August 2015 - Present
Northwestern Mutual July 2014 - April 2015
Racepoint Global September 2014 - December 2014
UrbanSitter July 2013 - January 2014
Georgetown Cupcake August 2012 - January 2014
J.Crew August 2011 - May 2012
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Microsoft Office, Facebook, Photoshop, Event Planning, Research, Public Speaking, Customer Service, Social Networking, Marketing, Social Media Marketing, Teamwork, Leadership, Editing, Event Management, Management, Public Relations
Education
Boston University 2011 — 2015
Bachelor's Degree, Business Administration and Management, Finance Concentration
Academy of Holy Angels 2007 — 2011
Northwestern Mutual May 2014 - Present
Voyage Realty Group September 2013 - Present
Boston College May 2013 - Present
Manulife Financial May 2012 - August 2012
Youth Enrichment Services October 2009 - March 2012
Skills
Public Speaking, Team Leadership, Research, Strategic Financial..., Life Insurance, Real Estate, Health Insurance, Disability Insurance, Risk Management, Wealth Accumulation...
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Economics, International Studies
Boston Latin School 2006 — 2012
Banner Staffing September 2014 - August 2015
Northwestern Mutual April 2013 - August 2013
U.S. Department of State June 2012 - August 2012
Art Child March 2012 - May 2012
Boston University September 2010 - December 2011
Skills
Initiator, Organization, Report Writing, Research, Problem Solving, International Relations, Political Science, French, Event Planning, Project Management, Editing, Intercultural..., Microsoft Word
Education
Boston University 2010 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Granada Hills 2004 — 2008
High School Diploma
MSCI Inc. July 2014 - Present
Commonwealth Financial Network December 2013 - June 2014
Northwestern Mutual July 2012 - December 2013
Federal Street Advisors March 2012 - July 2012
Skills
Retirement Planning, Investments, Life Insurance, Strategic Financial..., Estate Planning, Financial Analysis, Social Media
Education
Boston College 2008 — 2012
Bachelor of Arts, Mathematics
Larry Heller & Associates December 2013 - Present
Northwestern Mutual July 2012 - December 2013
BNY Mellon-Dreyfus October 2010 - July 2012
Skills
Investments, Mutual Funds, Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Securities, Life Insurance, Strategic Financial..., Sales, Finance, Employee Benefits, Long-term Care, Insurance, Estate Planning, 401k, 401k Rollovers, IRAs
Education
Boston University 2013 — 2015
Certified Financial Planner (CFP), Financial Planning and Services
Farmingdale State College, Business Department
Bachelor of Science, Business Management
St. Dominic's High School 1999 — 2003
Goldman Sachs May 2015 - July 2015
Fidelity Investments June 2014 - May 2015
Congress Asset Management January 2014 - May 2014
EMC May 2013 - August 2013
Northwestern Mutual July 2012 - December 2012
TechTarget May 2011 - August 2011
Skills
Social Media, Marketing, PowerPoint, Salesforce.com, Facebook, Microsoft Office, Sales, Data Analysis, Social Media Marketing, Social Networking, Analytics, SEO, Wealth Management..., Account Management, Client Relations, Financial Services, Investment Management, Institutional...
Education
Boston College 2010 — 2014
Bachelors of Science, Carroll School of Management, Business and Marketing
Brooks School 2008 — 2010
Kent Denver 2006 — 2007
Marketing/Marketing Management, General
Northwestern Mutual June 2013 - July 2014
U.S. Marine Corps July 1991 - September 2010
NNOA 1990 - 2010
NNOA 1990 - 2010
NNOA 1990 - 2010
Skills
Command, Security Clearance, Military Operations, DoD, Top Secret, Military Experience, Army, National Security, Military, Government, Defense, Leadership, Operational Planning, Information Assurance, Navy, Force Protection, Organizational..., Military Training, Interpersonal Leadership
Education
Boston University 1992 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Memphis 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Pikes Peak Community College 2010 — 2013
Associate of Science (AS), Culinary Arts/Chef Training
John Marshall High School, Milwaukee, WI
State Street June 2015 - Present
Boston University January 2014 - May 2015
Northwestern Mutual May 2014 - December 2014
Medical Office of Dr. Raj Prasad August 2012 - August 2014
Boston University Finance and Investment Club September 2013 - January 2014
Miracle Home Health Care June 2009 - August 2011
Kanzen Budo Kai Karate December 2003 - August 2009
Skills
Personal Finance, Project Finance, Project Management, Public Speaking, Life Insurance, Management Consulting, Microsoft Excel, Investments, Research, Consulting, Long Term Care Insurance, Life & Health Insurance..., Disability Insurance, Sales, Customer Service, Editing, PowerPoint, Marketing Strategy
Education
Boston University 2011 — 2015
Bachelor of Business Administration (BBA), Dual Concentration in Finance and Business Law, 3.57
Beverly Hills High School 2007 — 2011
High School Degree
Northwestern Mutual June 2011 - Present
Bank of America Merrill Lynch January 2011 - May 2011
Skills
Licensed Life & Health..., Disability Insurance, Life Insurance, Financial Services
Education
Boston College 2007 — 2011
Bachelor of Arts (B.A.), English
Newton Country Day School 1999 — 2007
Sagemark Consulting November 2014 - Present
Northwestern Mutual March 2014 - November 2014
Boston Children's Hospital November 2013 - March 2014
MFS Investment Management August 2013 - November 2013
Northwestern Mutual June 2012 - September 2012
Duke University Health System June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Salesforce.com, Spanish, Financial Analysis, Data Analysis, Finance
Education
2016 Level II Candidate in the CFA Program
Boston University 2009 — 2013
Bachelor's degree, Economics
Forsyth Country Day School 2005 — 2009
eSecLending September 2014 - Present
Citi May 2013 - July 2014
Northwestern Mutual May 2012 - August 2012
Skills
Financial Analysis, Finance, Investments, Microsoft Excel, Accounting, Leadership
Education
Boston College 2015 — 2016
Master’s Degree, Finance, 3.84
Florida State University 2009 — 2012
Bachelor of Science (B.S.), Finance, General, 3.6
OCC June 2011 - Present
MF Global June 2009 - June 2011
Navigant Consulting July 2004 - June 2009
Fidelity Investments October 2001 - August 2002
Northwestern Mutual May 2000 - October 2001
Skills
Compliance, Risk Management, Options, Risk, Equities, Derivatives, Securities, Asset Management, Due Diligence, Internal Controls, Audit, AML, Management Consulting, Hedge Funds, Alternative Investments
Education
University of Notre Dame - Mendoza College of Business 2002 — 2004
MBA, Finance
Boston College 1996 — 2000
BA, Communications
Northwestern Mutual 1986 - 2014
Education
Boston College 1982 — 1986
BA, Finance
Chaminade 1979 — 1982
Apollo Global Management LLC August 2015 - Present
Bloomberg LP November 2014 - Present
Bloomberg LP January 2014 - November 2014
Bloomberg LP June 2013 - August 2013
Hukkster September 2012 - May 2013
Northwestern Mutual June 2012 - August 2012
Ladenburg Thalmann May 2012 - May 2012
Skills
Facebook, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Interviews, Advertising, WordPress, Marketing, Photoshop, Sales, Research, Social Networking
Education
Boston College 2011 — 2013
Bachelor of Arts (B.A.), Political Science
University of Richmond 2009 — 2011
Bachelor of Arts, Political Science and Leadership Studies
Great Clips - W. Peyton Company June 2012 - Present
AssureLease January 2013 - Present
Great Clips - W. Peyton Company 2008 - Present
AssureLease January 2008 - January 2013
Northwestern Mutual July 2007 - December 2007
Skills
Insurance, Microsoft Excel, Budgets, PowerPoint, Social Media Marketing, Social Media, Marketing Strategy, Strategic Financial..., Microsoft Word, Strategic Planning, Microsoft Office
Education
Boston College 2003 — 2007
Bachelor of Science (B.S.), Finance, Marketing
Northwestern Mutual June 2007 - Present
Northwestern Mutual May 2001 - June 2007
Skills
E-learning, Instructional Design, Photoshop, Flash, ActionScript, Information Architecture, Needs Analysis, SharePoint, Dreamweaver, Technical Writing, User Experience, Adult Education, Web Design, Content Management, Captivate, HTML, Web 2.0, Multimedia, Writing, CSS, JavaScript, User Interface Design, Fireworks, Windows, Usability Testing, CMS, Illustrator, Learning Management, SEO, Interaction Design, E-Learning, Leadership, XML, User-centered Design, Requirements Gathering, Adobe Creative Suite, Content Strategy, Email Marketing, Analysis, User Interface, Web Analytics, Enterprise Software, Social Media, Content Development, Graphic Design, WordPress, Web Development, Visio, Training, Google Analytics
Education
Radcliffe College 1992 — 1992
Certificate, Publishing
Boston College 1988 — 1992
Northwestern Mutual May 1992 - Present
The Entrepreneurs Organization January 2008 - December 2011
Boys and Girls Club of greater San Diego January 2008 - July 2009
San Diego Association of Insurance and Financial Advisors 2005 - 2006
Education
Boston College 1986 — 1990
BS, Finance, Art HIstory
Morgan Stanley June 2014 - Present
FTI Consulting June 2013 - August 2013
Northwestern Mutual June 2012 - August 2012
Skills
Organizational..., Detailed Analysis, Detail Orientation, Team Coordination, Public Relations, Presentation Development, Leadership, Analysis, Team Building, Finance, Time Management, Microsoft Excel, Corporate Finance, Outlook, PowerPoint, Program Management, Data Analysis
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance; Bachelor of Art (B.A.), Economics
St. Mark's School
Marlborough High School
Visa December 2014 - Present
Visa January 2014 - November 2014
Booz Allen Hamilton July 2013 - December 2013
Booz Allen Hamilton January 2013 - June 2013
Booz Allen Hamilton August 2011 - December 2012
JPMorgan Chase June 2010 - August 2010
Northwestern Mutual April 2009 - April 2010
Skills
Innovation Strategy, Design Thinking, Project Management..., Financial Modeling and..., Strategy Development, Six Sigma, Operations Analysis, Financial Analysis, Lean Operations, Organizational Design, Financial Management..., Microsoft Office, Visio, Strategy, Management Consulting, Business Process, Analytics, Project Management, Management, Financial Modeling, Process Improvement, Data Analysis
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science (B.S.), Degree in Business Administration, Finance and Operations (Concentrations), Economics (Minor)
La Universidad De Especialidades De Espiritu Santo (UEES) 2008 — 2008
Summer Course, Latin American Studies and Language
The Benjamin School 1993 — 2007
High School Diploma, Liberal Arts/Social Sciences/History/Language
Goldman Sachs January 2015 - Present
Goldman Sachs April 2013 - Present
Citi July 2011 - April 2013
Weeden & Co. June 2010 - August 2010
Northwestern Mutual May 2009 - June 2009
Skills
Excel, PowerPoint, Word, Microsoft Office, Data Analysis, Outlook, Social Networking, Account Reconciliation, Accounting, Auditing, Bloomberg, Microsoft Excel, Microsoft Word, Sales, Trading
Education
Boston College 2007 — 2011
BA, Mathematics & Communications
Hackley School 2003 — 2007
Alkor Semicon Total Solutions Inc. October 2013 - Present
Nite Owl News Inc. July 2007 - Present
Boston University School of Management September 2007 - May 2011
iChase the Cure 5K for PLGA January 2011 - April 2011
Northwestern Mutual June 2010 - December 2010
Partners In Health September 2008 - December 2008
Prevent Child Abuse New York May 2008 - August 2008
Skills
Social Media, Entrepreneurship, Microsoft Office, Non-profits, Facebook, Analysis, Sales, Marketing Strategy, Nonprofits, Marketing, Marketing Research, Time Management, Strategy, Business Planning, Program Management
Education
Boston University 2007 — 2011
BSBA, Business
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Administration, Marketing, Entrepreneurship, Organizational Behavior
Doyle Middle School
Northwestern Mutual March 2015 - Present
Skills
Finance, Strategic Planning, Teamwork, Leadership, Financial Analysis, Time Management, Customer Service, Management, Marketing, Sales, Public Speaking, Financial Planning, Life Insurance, Investments, Financial Services, Disability Insurance, Asset Management, Real Estate Development, Real Estate Financing, Risk Management
Education
Louisiana Tech University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Louisiana Tech University 2010 — 2013
Bachelor of Science (BS), Finance, General
Boston University
Financial Planning Program, Financial Planning and Services
Pilot Point High School
Signpost March 2015 - Present
Northwestern Mutual June 2014 - March 2015
Northwestern Mutual October 2013 - June 2014
Northwestern Mutual June 2012 - October 2013
Skills
Recruiting, Training, Applicant Tracking..., Coaching, College Recruiting, Leadership, Access, Management, Team Building, Time Management, Onboarding, Interviews, Employee Benefits, Cold Calling, Talent Management, Sourcing, Talent Acquisition, Employee Relations, Human Resources, Social Networking, Finance
Education
Rutgers University 2009 — 2012
Bachelor of Arts (B.A.), Psychology and Criminal Justice
Boston University 2008 — 2009
Psychology
Governor Livingston
Dun & Bradstreet January 2014 - Present
Northwestern Mutual April 2012 - April 2013
Boston Collegiate Consulting Group May 2010 - December 2011
Hill Holliday January 2008 - April 2010
Education
Boston College 2002 — 2007
Bachelor of Arts, Communications/History
AGC Partners August 2015 - Present
Boston College Men's Varsity Soccer December 2012 - Present
Sebastien's Summer Storage May 2012 - September 2015
Radford April 2015 - August 2015
Congress Asset Management February 2015 - June 2015
Consumer United June 2014 - September 2014
Northwestern Mutual May 2013 - May 2014
Massachusetts General Hospital August 2012 - May 2014
Vineyard Vines December 2012 - January 2013
Russo's June 2012 - September 2012
Skills
Management, Healthcare, Sales, Statistics, Clinical Research, Informatics, Marketing, Business Strategy, New Business Development, Research, Microsoft Office, Client Relations Skills, Storage Solutions, Creative Writing, Python, Drawing, Oil Painting, Calculus, Economics, Chemistry, Operations Management, Entrepreneurship, Strategic Planning, Finance, Insurance, Holistic Financial..., Telephone Skills, Econometrics, Analytics, Microsoft Excel, R, SQL, Business Analysis, Sports
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master of Science (MS), Finance
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Cite Scolaire Internationale de Grenoble 2009 — 2011
Lycee Internationale de Saint Germain en Laye 2008 — 2009
Belmont High School 2007 — 2008
Saint Ignatius High School April 2011 - August 2014
Foley & Lardner LLP September 2010 - March 2011
Arrupe Neighborhood Partnership August 2009 - August 2010
Northwestern Mutual May 2008 - July 2009
The Marquette Tribune August 2007 - May 2009
P&H Mining Equipment May 2006 - August 2007
Skills
Non-profits, Fundraising, Event Management, Corporate Communications, Editing, Leadership, Event Planning, Social Media, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Social Networking, Research, Spanish, Nonprofits, Internal Communications, Community Outreach, Journalism, Teaching, Facebook, Staff Development, Tutoring, Feature Articles, Blogging
Education
Boston College 2015 — 2017
Master’s Degree, Master of Divinity
John Carroll University 2013 — 2015
Ignatian Spirituality Institute, Candidate for Spiritual Direction Certificate
Marquette University 2005 — 2009
Bachelors of Arts, Journalism, Social Welfare and Justice
Divine Savior Holy Angels High School 2001 — 2005
Legal & General Investment Management America January 2014 - Present
Citi May 2011 - January 2014
Argopoint LLC May 2010 - August 2010
Northwestern Mutual June 2009 - August 2009
Skills
Financial Modeling, Analysis, Series 63, Series 7, Capital Markets, Project Finance, Financials, Financing Alternatives, Structured Finance, Risk Management, Economics, Bloomberg
Education
Boston College 2007 — 2011
BA, Economics
Northwestern Mutual July 2011 - Present
Cone September 2010 - December 2010
Dream Careers Inc. September 2010 - December 2010
Schneider Associates June 2010 - August 2010
In The Pink May 2009 - August 2010
Northwestern Mutual June 2008 - August 2008
Skills
Recruiting, Time Management, Sales, Facebook, Microsoft Word, Microsoft Office, New Business Development, Event Management, Fundraising, Public Speaking, Event Planning
Education
Boston College 2009 — 2011
Psychology
Trinity College-Hartford 2007 — 2008
Wayland High School
Wayland High School
LinkedIn September 2015 - Present
LiftMetrix December 2011 - September 2015
Northwestern Mutual September 2010 - May 2011
H&H Purchasing Services, LLC May 2010 - August 2010
Westchester Event Planning Services, Inc. May 2010 - August 2010
Embarkability May 2010 - August 2010
Massachusetts Breast Cancer Coalition May 2009 - August 2009
Show Entertainment Group May 2008 - August 2008
Skills
Microsoft Office, SEO, Communication Strategy, Social Media, Copywriting, Strategic Communications, Facebook, Creative Direction, Sales, Online Advertising, Blogging, Advertising, Public Relations, Marketing, Social Media Marketing, Event Planning
Education
Boston University
Bachelors of Science, Communication
Somers High School
Boston College September 2012 - December 2014
Aquatic Control Technology June 2014 - August 2014
Northwestern Mutual January 2014 - May 2014
Basoli Construction & Remodeling May 2013 - August 2013
Skills
Teamwork, Microsoft Office, PowerPoint, Research, Research Design, Literature Reviews, Microsoft Excel, Community Outreach, Leadership, Root Cause Problem..., Stata, Economic Statistics, SAS, SQL
Education
Boston College 2012 — 2016
Bachelor's degree, Economics and International Studies
School of Oriental and African Studies, U. of London 2015 — 2015
Economics and International Relations
Northwestern Mutual February 2015 - July 2015
Massachusetts AFL-CIO January 2012 - January 2015
Paul Sullivan for State Representative January 2010 - September 2010
Skills
Political Campaigns, Politics, Grassroots Organizing, Public Policy, Political Science, Policy Analysis, Public Speaking, Social Media, Community Outreach, Fundraising, Political Communication, Research
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Boston Latin School 2002 — 2008
US Bank April 2007 - Present
Northwestern Mutual October 2003 - April 2007
Cobalt Corporation June 2003 - October 2003
Mastercard International April 2002 - March 2003
The Hartford October 2001 - April 2002
MasterCard International 1997 - 2001
Education
Boston University 1982 — 1985
MS, Management Information Systems
Boston University 1977 — 1981
BA, Physics and Philosophy
Ciena Capital LLC July 2013 - Present
DiscoverReady March 2008 - July 2013
Countrywide Mortgage Services August 2007 - December 2007
HomeBanc Mortgage Corporation January 2007 - August 2007
A2S Residential Real Estate July 2005 - January 2007
Northwestern Mutual May 2004 - July 2005
Manning & Marder, Kass, Ellrod Ramirez LLP April 1998 - December 2003
State Farm Insurance October 1994 - April 1998
Arthur Andersen September 1989 - October 1994
Kase & Drukker May 1988 - August 1988
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Banking, Credit Analysis, Refinance, Home Equity Lines of..., Securitization, Tax Law, Finance, Real Estate, Real Estate Transactions, Insurance Law, Subrogation, Litigation, eDiscovery, mortgage backed..., Litigation Support, Commercial Litigation, Due Diligence, Trials, Mergers & Acquisitions, Civil Litigation, Arbitration, MBS, Money Management
Education
Pepperdine University School of Law 1986 — 1989
Doctor of Law (JD), Tax and Business Law
Boston University - School of Management 1982 — 1986
BS/BA, Accounting and Finance
Wunderlich Securities August 2009 - Present
Kaufman Bros. March 2008 - November 2009
Northwestern Mutual 2008 - 2008
Kenneth L Norton Builder, inc May 1999 - November 2007
UBS May 2006 - June 2006
Education
Boston College 2003 — 2007
Finance, Concentration in English
Bleakley Financial Group June 2007 - Present
Northwestern Mutual June 2007 - March 2015
Kappa Sigma Fraternity 2004 - 2007
Becton Dickinson 2006 - 2006
Cendant 2005 - 2005
Skills
Asset Allocation, Bloomberg, Asset Management, Customer Service, Equities, Finance, Financial Analysis, Fixed Annuities, Financial Modeling, Fixed Income, Time Management, Investments, Selling, Retirement Planning, Project Planning, Series 63, Series 7, Wealth Management, Mutual Funds, Portfolio Management, Insurance, Strategic Financial..., Risk Management, Securities, Microsoft Office, Sales, Strategic Planning, Mortgage Lending, Retirement
Education
Boston University
Bachelor's, Economics and Business Administration
Northwestern Mutual April 1985 - Present
Northwestern Mutual Financial Network 1985 - Present
Skills
Estate Planning, Corporate Finance, Strategic Financial..., Insurance, Finance, Private Equity, Strategic Planning, Financial Advisory, Financial Planning, Valuation, Life Insurance, Investments, Financial Analysis, Disability Insurance, Loans, Long Term Care Insurance, Start-ups, Investment Management, Term Life Insurance, Portfolio Management
Education
Bowdoin College 1968 — 1972
Boston University - School of Management
MBA
Ferrigno-Storrs, Realtors LLC May 2005 - Present
Wachovia Securities Financial Network January 2005 - April 2005
Northwestern Mutual January 2004 - January 2005
Skills
Real Estate, Real Estate Transactions, Mortgage Lending, Valuation, Buyer Representation, First Time Home Buyers, Seller Representation, Leasing, Rentals, National Association of..., Due Diligence, Loans, New Home Construction, Condos, home market analysis, Relocation, Referrals, Single Family Homes
Education
The University of Connecticut School of Business 2007 — 2009
MBA, Real Estate & Finance
Boston College 2000 — 2004
BA, Economics & History
Northwestern Mutual May 2006 - Present
Education
Boston College 2006 — 2009
Northwestern Mutual Financial Network February 2007 - Present
Northwestern Mutual January 2002 - February 2007
Northwestern Mutual December 2000 - January 2002
Northwestern Mutual October 1990 - December 2000
Education
Boston University 1986 — 1990
Northwestern Mutual Financial Network October 2005 - Present
Northwestern Mutual 2002 - 2005
Education
Boston University
Master of Social Work (MSW), Gerontology Management
Penn State University
Bachelor of Science (BS), Counseling
AIG July 2006 - Present
Bow Street Yoga October 2009 - Present
Northwestern Mutual 2000 - 2005
Skills
Insurance, Employee Benefits, Account Management, Health Insurance, Microsoft Word, Disability Insurance, Underwriting, Microsoft Office, Property & Casualty..., Customer Service, D&O, Risk Management, Brokers, Casualty, Commercial Insurance, Sales, Professional Liability
Education
Boston University 1998 — 2002
BA, Psychology
Department of Fair Employment & Housing August 2014 - Present
Foley Bezek Behle & Curtis May 2013 - August 2013
Sandomire & Schwartz December 2009 - May 2011
Northwestern Mutual October 2008 - March 2010
OppenheimerFunds July 2005 - April 2008
Skills
Legal Research, Social Media, Legal Work, Legal Writing, Financial Transactions, Appellate Practice, Westlaw, Lexis, Research Projects, Office Apps, Office Management, Corporate Law, Civil Litigation, Courts, Appeals, Criminal Law, Mediation, Intellectual Property, Editing, Litigation, Research, LexisNexis
Education
University of California, Irvine School of Law 2011 — 2014
Doctor of Law (J.D.), Law, magna cum laude
Boston University 1999 — 2003
BSBA, Marketing
Boston University Questrom School of Business 1999 — 2003
BSBA, Marketing
Northwestern Mutual June 2011 - Present
Northwestern Mutual March 2006 - June 2011
Northwestern Mutual October 1998 - March 2006
CIGNA Healthcare 1992 - June 1998
Skills
Insurance, Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Life Insurance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1992
MBA
Connecticut College 1983 — 1987
BA, Mathematics
Northwestern Mutual June 2011 - Present
Northwestern Mutual Financial Network June 2010 - August 2010
Equinoxe AIS Ireland May 2010 - June 2010
UBS Financial Services May 2009 - August 2009
Barber Wilson's, Ltd July 2003 - August 2007
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration; International Management; Finance
MGIC March 2014 - Present
Northwestern Mutual March 2001 - January 2014
Deloitte Consulting July 1999 - March 2001
Osborn 1995 - 1998
Skills
Business Continuity, Process Improvement, SharePoint, Business Process..., Risk Management, Disaster Recovery, Vendor Management, Business Analysis, Program Management, Change Management, Visio, Project Management, Leadership, Training, Business Continuity..., Team Leadership, SDLC, Crisis Management, Solution Architecture
Education
Boston University 2014 — 2016
Master's Degree, Business Continuity, Security & Risk Management
Alverno College 2011 — 2013
MBA, Business Administration and Management, General
University of Wisconsin-Milwaukee - School of Business Administration 1990 — 1993
Bachelor of Science (BS), Accounting
Northwestern Mutual July 1991 - Present
Blunt Ellis & Loewi June 1989 - July 1991
Unisys May 1988 - May 1989
Skills
Asset Allocation, Equity Research, Equities, Asset Management, Portfolio Management, Asset Managment, Fixed Annuities, Investment Management, Investments
Education
Indiana University Bloomington 1986 — 1988
MBA, Finance
Boston University 1979 — 1983
BA, Economics & Mathematics
Octagon Credit Investors April 2015 - Present
FTI Consulting April 2013 - March 2015
FTI Consulting September 2011 - April 2013
UBS Investment Bank June 2010 - August 2010
Northwestern Mutual June 2009 - August 2009
Jumpstart 2008 - 2009
Education
Boston College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Corporate Reporting and Analysis
Mamaroneck High School 2003 — 2007
Fleet Services, Inc and Caritas Vehicle Services 2014 - Present
Cathedral Consulting Group, LLC 2010 - 2014
Northwestern Mutual January 2002 - January 2010
Stark Investments 2000 - 2002
M & I Global Securities Lending 1997 - 2000
Harris Bank 1990 - 1996
Skills
Financial Analysis, Financial Modeling, Investments, Management, Finance, Equities, Mergers & Acquisitions, Managerial Finance, Business Planning, Entrepreneurship, Management Consulting, Strategic Planning, Business Strategy, Strategy, Start-ups, Leadership, Valuation, Budgets, Due Diligence, Business Development, Small Business, Executive Management, Banking
Education
Quinlan School of Business, Loyola University Chicago 1995 — 1998
MBA, International Economics
Boston College 1983 — 1987
BA, Economics, Psychology
Loyola Academy 1979 — 1983
SaxBST November 2014 - Present
Prudential Financial January 2014 - November 2014
O'Connor Davies, LLP February 2013 - June 2013
Bhargava Capital September 2011 - August 2012
Northwestern Mutual June 2009 - August 2009
Skills
Series 7, Microsoft Excel, Microsoft Word, SAS programming, Accounting, Auditing, Tax Accounting, Finance, Economics, Statistical Modeling, Mutual Funds
Education
Seton Hall University 2012 — 2013
Master of Science (MS), Accounting
Boston University 2007 — 2011
Bachelor of Arts (B.A.), Economics, Minor in Statistics
Wayne Hills High School 2003 — 2007
Boston College March 2014 - Present
Pangea Equity Partners December 2012 - August 2013
Pangea Equity Partners March 2012 - December 2012
AJR Prospect Citgo May 2010 - March 2012
Northwestern Mutual May 2009 - October 2009
Skills
Financial Modeling, Financial Analysis, Financial Accounting, Cost Reduction, Entity Formations, Retail Purchasing, QuickBooks, Inventory Management, Customer Service, Excel, Social Media, Microsoft Excel, Management, Sales, Entrepreneurship, Finance, Leadership
Education
Boston University 2006 — 2010
B.S.B.A., May 2010; Finance and Entrepreneurship
Loyola Academy 2002 — 2006
University of Pennsylvania - The Wharton School
Certificate, Fall 2013; Introduction to Corporate Finance
Wilson Perumal & Company April 2015 - Present
Amazon August 2014 - April 2015
McMaster-Carr August 2011 - August 2014
Teach for America April 2011 - August 2011
Chelsea Public Schools August 2009 - June 2011
Northwestern Mutual May 2008 - April 2009
Skills
Curriculum Design, Data Analysis, Leadership, Nonprofits, Research, Strategy, Curriculum Development
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), HR Management
Boston University 2009 — 2011
Master of Education, Education: Curriculum and Teaching
University of Oregon 2006 — 2009
Bachelor of Science, Business Administration; Finance
US Army May 2011 - Present
United States Army COMMUNITY Advisory Board March 2008 - Present
The Army Community Foundation of Wisconsin, Inc. March 2011 - Present
United States Military Academy October 2010 - Present
Northwestern Mutual 1998 - 2005
US Army 1999 - 2003
The Hartford September 1996 - 1998
AIG September 1989 - 1996
Skills
Military Experience, Military, Finance, International, International Business..., International Business..., Strategy, Army, Board of Director..., Special Operations, Foreign Area Officer, Community Outreach, Community Engagement, Public Affairs, Training, International Relations, Policy, Public Speaking, Command, Board of Directors, Leadership, Government, Management, Defense, Financial Analysis, DoD, Program Management, Microsoft Excel, Military Operations, Customer Service, Microsoft Office
Education
US Army War College 1987 — 1990
Masters of Science, Military Strategic Studies, General
University of Virginia - Darden Graduate School of Business Administration 1982 — 1982
Masters of Business Administration, Finance, General
Boston University 1968 — 1970
Masters of Arts, International Relations and Affairs
United States Military Academy at West Point 1963 — 1967
Bachelor of Science (BS), Engineering
Boston Latin School 1957 — 1963
6 - 12
Raymond James Financial Inc. May 2013 - Present
Northwestern Mutual May 2012 - May 2013
Harvard University September 2007 - May 2012
Skills
Securities, Risk Management, Customer Service, Life Insurance, Wealth Management..., Wealth Preservation..., Wealth Accumulation..., Building Relationships
Education
Boston University 2013 — 2015
Certified Financial Planner Program
Harvard University Graduate School of Education 2011 — 2012
Leadership, Entrepreneurship, and Learning
Salem State University
Bachelor's degree, Bertolon School of Business
U.S. Trust August 2015 - Present
Citi September 2011 - Present
Eye Level Learning August 2009 - August 2011
Chase March 2009 - July 2009
Citi September 2004 - March 2009
Northwestern Mutual June 2003 - June 2004
KYOBO Life Insurance February 2001 - December 2002
Republic of Korea Army October 1998 - December 2000
Skills
Return on Investment..., Institutional..., DCF Valuation, Sales Management, Exceptional People..., Talent Management, Retail Banking, Life Insurance, Small Business Lending, Consumer Lending, Marketing for Small..., Banking, Customer Service, Sales, Strategic Planning, Business Strategy, Credit Cards, Finance, Analysis, Management, Financial Services, Leadership, Credit, Loans, Investments, Commercial Banking, Financial Planning
Education
Northeastern University 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Boston University 1993 — 1996
Bachelor of Science (B.S.), Hospitality Administration/Management
Security Mutual Life Insurance Company of New York July 2015 - Present
Security Mutual Life December 2012 - July 2015
Stafkings June 2012 - December 2012
Northwestern Mutual March 2012 - June 2012
Mental Health Association of the Southern Tier November 2011 - January 2012
County of San Bernardino April 2006 - October 2011
Riverside County Economic Development Agency February 2004 - April 2006
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Benefits Administration, Recruitment, Classification, Compensation, Public Speaking, Contract Analysis and..., Case Management
Education
California State University - San Bernardino 2005 — 2007
Master of Public Administration (M.P.A.), Public Administration
Boston College 1999 — 2003
Bachelor of Arts (B.A.), Psychology
Binghamton HS 1995 — 1999
Regents Diploma
Deloitte October 2012 - Present
Northwestern Mutual May 2010 - November 2012
Education
Boston College 2008 — 2012
Mathematics, Economics
MediaCom August 2015 - Present
Brafton Inc. March 2015 - August 2015
Brafton Inc. January 2014 - March 2015
Brafton Inc. November 2013 - January 2014
Brafton Inc. January 2013 - November 2013
SCVNGR January 2012 - August 2012
SCVNGR/LevelUp September 2011 - December 2011
Boston University School of Management September 2007 - May 2011
Original Business Plan; Boston University September 2010 - December 2010
Northwestern Mutual April 2010 - October 2010
Skills
Microsoft Word, Social Media, Microsoft Office, Facebook, Research, Market Research, Competitive Analysis, Entrepreneurship, Outlook, Teamwork, CRM, SEO, Sales, Event Planning, Business Development
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Entrepreneurship
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
Fields Holdings June 2014 - Present
JLTV June 2011 - June 2014
Northwestern Mutual May 2010 - January 2011
Evriholder Products, LLC May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Entrepreneurship, Marketing, Finance, Microsoft Excel, Market Research, Data Analysis, Sales, Leadership, Business Strategy, Real Estate, Valuation, Investments
Education
Boston University - School of Management 2007 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Philips October 2001 - Present
Northwestern Mutual April 1996 - March 2000
New York Life Insurance Company July 1987 - April 1996
Education
Boston University 1977 — 1981
Bachelor of Fine Arts, Art
Skidmore College 1975 — 1977
Art
Longmeadow High School 1971 — 1975
Diploma, All relevant fields of study
Northwestern Mutual August 2014 - Present
NSD Consulting April 2011 - Present
Holy Family Parish School November 2013 - October 2014
St. Monica Congregation July 2010 - July 2012
Nia Imani Family, Inc. October 2008 - November 2010
Sojourner Truth House May 2006 - November 2007
Volunteer Center of Greater Milwaukee October 2004 - February 2006
Manulife Financial January 2001 - November 2002
Manulife Financial November 1998 - December 2000
Concentra Managed Care, Inc. February 1998 - September 1998
Skills
Project Management, Non-profits, Press Releases, Marketing Communications, Public Relations, Marketing Strategy, Editing, Marketing, Strategy, Strategic Communications, Web Content, Budgets, Management, Event Planning, Public Speaking, Newsletters, Nonprofits, Creative Direction, Start-ups
Education
Boston College 1995 — 1997
MBA, Marketing
Marquette University 1989 — 1993
Honors Bachelor of Arts, Writing
Oxford University, Visiting Member of Hertford College 1992 — 1992
Literature
City High School 1985 — 1989
Northwestern Mutual 2008 - Present
Atlantic Trust 2000 - 2008
U.S. House of Representatives 1995 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Boston University 1993 — 1995
Master of Arts (MA), International Relations and Affairs
Denison University 1988 — 1992
Bachelor of Arts (BA), English & German
Northwestern Mutual June 2011 - Present
Winchester Hospital December 2008 - June 2011
Raytheon Missile Systems June 2010 - August 2010
Education
Boston University
Business
John B. Schroeder, Attorney at Law 2007 - Present
Prominant Boston Law Firms 2004 - Present
TSG/LegalMerit 2001 - 2004
Sun Microsystems 2000 - 2001
THE SCHROEDER GROUP 1992 - 2000
Northwestern Mutual 1992 - 1994
Digital Equipment Corporation 1987 - 1992
Greyhound Capital Corporation 1984 - 1986
Telstat Systems 1982 - 1984
Chase Econometrics / Interactive Data Corporation (Sub. of Chase Manhattan) February 1979 - August 1982
Skills
Favorite Quote, Litigation, Corporate Governance, Strategic Financial..., Due Diligence, Mergers, Start-ups, Securities, Litigation Support, Contract Negotiation, Management Consulting, Negotiation, Private Equity, Risk Management, Legal Research, Technology Licensing, Software Licensing, Contract Management, Tax Planning, Tax Controversy, Licensing, Legal Advice, Corporate Law, Investments, Mergers & Acquisitions, Financial Planners, Business Planning, Strategic Partnerships, Tax, Management, Portfolio Management, Intellectual Property, Estate Planning, Commercial Litigation, Venture Capital, Finance, Patent Litigation, Strategy, Joint Ventures, Business Development, Marketing, Strategic Planning, Marketing Strategy, Information Technology
Education
Boston University
MBA, Information Technology
Boston University
BS in BA, Finance / Economics
Bentley University 2007 — 2011
M.S., Taxation
Massachusetts School of Law 1999 — 2002
J.D., Law
The TJX Companies, Inc. June 2015 - Present
TJX June 2014 - May 2015
Abt Associates June 2011 - April 2014
Northwestern Mutual January 2011 - June 2011
UNICEF MADRID September 2010 - December 2010
Social Security Law Group April 2009 - August 2010
Cubellis May 2009 - August 2009
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Research, Financial Analysis, Spanish, Forecasting
Education
Boston University 2007 — 2011
BS, BA, Business Administration, Finance
Instituto Internacional de Madrid
Ned Davis Research April 2015 - Present
Ned Davis Research, Inc. May 2012 - Present
Northwestern Mutual November 2011 - May 2012
Skills
Sales, Salesforce.com, Sales Process, New Business Development, Strategic Planning, Business Development, Financial Analysis, Direct Sales, Investments, Asset Management
Education
Boston University