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
Sears Holdings Corporation May 2015 - Present
Sears Holdings Corporation November 2014 - May 2015
Sears Holdings Corporation May 2013 - November 2014
Under Armour October 2012 - May 2013
Finish Line April 2004 - October 2012
Northwestern Mutual Financial Network May 2008 - August 2008
Northwestern Mutual May 2008 - July 2008
Skills
Hiring, Succession Planning, Retail, Word, Microsoft Office, Training & Development, Staff Development, Excel, College Recruiting, Recruitment/Retention, Supply Chain Management, MicroStrategy Reporting, District Management, Product Assortment..., Profit Maximization, Profit Margins, Benefit Cost Analysis, Product Management, Visual Merchandising, Management Training..., Coaching, Team Building, Multi-Cultural Team..., Tourism, Retail Sales, Retail Buying, Multi-channel Retail, ROI Optimization, ROI Strategies, Team-oriented, Forecasting, Store Management, Store Operations, New Store Openings, Recruiting
Education
University of Miami - School of Business 2005 — 2010
BBA, Managment
University of Miami
Bachelor, Business Administration; Business Administration and Marketing
P4 Motorsports January 2014 - Present
Porsche Latin America May 2014 - May 2015
Northwestern Mutual June 2012 - May 2014
Buddy Fruits 2013 - 2013
Hp-Tech Motorsport June 2011 - September 2011
Skills
Microsoft Office, Marketing, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Sales, Leadership
Education
University of Miami - School of Business 2011 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and Management
Ridley College 2005 — 2010
Instituto Cumbres de Caracas 1998 — 2005
AT&T June 2015 - Present
AT&T September 2014 - June 2015
AT&T Mobility August 2012 - September 2014
AT&T May 2012 - November 2012
Northwestern Mutual May 2011 - December 2011
Skills
C++, Matlab, SPSS, Data Analysis, Statistics, Research, Budgeting, Economics, Sales Management, Sales Operations, Budgets, Leadership, Microsoft Excel, Microsoft Office, Outlook, Financial Analysis, Customer Service, Television, Finance, Analysis, Management
Education
University of Michigan 2008 — 2012
Dual Degree, Business/Economics, Minor in Applied Statistic
University of Michigan 2008 — 2011
Bachelor of Science, Financial Mathematics, Minor in Asian Studies
Lakeview High School 2004 — 2008
Mathematics
Deutsche Bank July 2015 - Present
USA Hockey October 2006 - Present
Danbury Arena August 2008 - January 2015
State Street Corporation September 2013 - December 2014
Newtown Savings Bank May 2013 - January 2014
Brookstone May 2013 - August 2013
Northwestern Mutual May 2011 - January 2013
Wesco Sports Center October 2009 - August 2011
Vector Marketing March 2011 - July 2011
Skills
Insurance, Ice Hockey, Sports Coaching, Sports, Value Based Selling, Strategic Selling, Communication Skills, Leadership, Sports Marketing, Direct Sales, Time Management, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Selling, Customer Service, Sales, Communication, Sports Management, Ticket Sales, Microsoft Word, Social Networking, Teamwork, Marketing, Strategic Planning, Team Building, Finance, Team Leadership, Facebook, Research, Training, Data Analysis, Financial Services, Financial Analysis, Coaching
Education
University of Massachusetts, Amherst 2012 — 2015
Bachelor of Arts (B.A.), Economics, Legal Studies (Duel Degree)
Western Connecticut State University 2010 — 2012
Business Administration and Management, General
CTC myCFO September 2014 - Present
BMO Harris Bank August 2011 - September 2014
Northwestern Mutual 2010 - 2011
MB Financial Bank 2008 - 2010
Skills
Leadership Development, Leadership, Equity Research, Alternative Investments, Financial Structuring, Structured Finance, Loans, Banking
Education
University of Miami
BA, Finance
Nazareth Academy
RBC Capital Markets May 2014 - Present
University of Miami May 2013 - Present
University of Miami August 2012 - Present
Northwestern Mutual May 2013 - August 2013
Yogurt Company May 2013 - August 2013
Skills
Microsoft Excel, Proficient in Spanish, Leadership
Education
University of Miami - School of Business 2011 — 2015
Stanton College Prep
Florida Psychological Association November 2013 - March 2014
Northwestern Mutual May 2012 - August 2012
Joseph Gunnar & Co., LLC June 2011 - June 2011
Skills
Financial Analysis, Social Media, Project Planning, Analysis, Training, PowerPoint, Finance, Microsoft Excel, Minitab, Leadership, Data Analysis, Microsoft Word, Budgets, Teamwork, Time Management, Marketing, Management, Marketing Strategy, Strategic Planning
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Miami Palmetto Senior High 2006 — 2010
Silver Airways May 2015 - Present
Jefferson Financial December 2012 - July 2014
Northwestern Mutual May 2012 - August 2012
Skills
Banking, Finance, Financial Analysis, Microsoft Excel, Management, Customer Service, PowerPoint, Microsoft Word, Leadership, Time Management, Credit Analysis, Forecasting, Research, Valuation, Financial Modeling, Financial Services, Problem Solving, Relationship Management, Data Analysis, Strategy
Education
University of Miami 2014 — 2016
Master of Business Administration (MBA), Mergers and Acquisitions, Management Science, 3.7
University of New Orleans 2009 — 2012
Bachelor of Science (B.Sc.), Finance, 3.913 GPA
Lazard August 2015 - Present
Lazard May 2015 - July 2015
Northwestern Mutual May 2014 - January 2015
Spertus, Landes, & Umhofer, LLP May 2013 - August 2013
Skills
PowerPoint, Strategy, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Microsoft Office, Economics, Argumentation, Leadership, Financial Modeling, Data Analysis
Education
University of Michigan 2012 — 2016
Bachelor's Degree, Economics and Philosophy, Politics & Economics
Harvard-Westlake School 2006 — 2012
Linse Lighters May 2014 - Present
Northwestern Mutual May 2013 - Present
Sell Simple September 2012 - May 2013
Ironroad AB May 2011 - August 2011
Skills
Valuation, Marketing, Marketing Communications, Sales, Direct Sales, Leadership Development, Telephone Skills, Contract Negotiation, Financial Analysis, Financial Reporting, Start-ups, Entrepreneurship, Strategic Financial..., Business Planning, Strategy, Leadership, Investments
Education
University of Southern California 2012 — 2015
Bachelor of Science (BS), Business Administration and Management, General
University of Miami 2011 — 2012
Bachelor of Science (BS), Sports and Exercise
U.S. Bank October 2009 - Present
Securian Financial Group 1995 - 2009
Professional Singer - Countertenor 1979 - 2009
Northwestern Mutual 1990 - 1995
Skills
Leadership, Program Management, Training, Staff Development, Wealth Management, Performance Management, Leadership Development, Marketing, Change Management, Strategic Planning, Sales, Employee Training, Organizational..., Culture Change, Written & Oral..., Workshop Facilitation, Coaching, Strategy, Management, Team Building, Relationship Management, Financial Services, Process Improvement
Education
University of Minnesota-Twin Cities
Developmental and Child Psychology
University of Massachusetts, Amherst
Master's degree, Music Performance
Northwestern Mutual September 2015 - Present
GEICO March 2015 - September 2015
Teachers Credit Union October 2014 - March 2015
City of Indianapolis December 2013 - October 2014
Delta Air Lines February 2011 - January 2014
Republic Airways Holdings, Inc. March 2010 - February 2011
SunTrust Bank September 2006 - March 2010
Bank of America May 2003 - September 2006
Skills
Customer Service, Leadership, Training, Insurance, Life Insurance, Team Building, Sales, Relationship Management, Financial Analysis, Commercial Aviation, Finance, Airlines, Aviation, Flights, Flight Safety, Airports, Aircraft, Aviation Security, Crew Resource Management, Microsoft Office, Civil Aviation, Retail Banking, Annuity Sales, Consumer Lending, Team Leadership, Management, Operations Management, Microsoft Word, Customer Satisfaction, Event Management, Outlook, Process Improvement, Event Planning, Banking, Program Management, Social Networking, Social Media, Analysis, Public Speaking, Strategic Planning, Microsoft Excel, PowerPoint
Education
University of Maryland University College 2015 — 2019
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Tavares High School 1999 — 2003
High School Diploma, High School/Secondary Diplomas and Certificates
Deloitte June 2015 - Present
Starner Group of Raymond James Financial Inc. September 2014 - May 2015
Northwestern Mutual May 2014 - September 2014
Berard & Donahue Certified Public Accountants June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Leadership, Problem Solving, Accounting, Auditing, Account Reconciliation, Analysis, Financial Statements, Microsoft Word, PowerPoint, Teamwork, Time Management, Financial Analysis, Access, Customer Service, Outlook, Research
Education
University of Miami 2012 — 2016
North Rockland High School 2009 — 2012
High School Diploma, A
Amazon October 2014 - Present
Amazon September 2013 - October 2014
Northwestern Mutual May 2012 - September 2013
The View Restaurant March 2012 - March 2013
Northwestern Mutual September 2012 - November 2012
Northwestern Mutual May 2012 - September 2012
Northampton Brewery and Grille May 2011 - August 2011
The Cull House Seafood Restaurant April 2007 - January 2011
Skills
Time Management, Organization, TIPS Certified, Economics, Facebook, Event Planning, Social Networking, PowerPoint, Fundraising, Microsoft Excel, Social Media, Outlook, Microsoft Word, Customer Service, Microsoft Office, Non-profits, Critical Thinking, Teamwork, College Recruiting, Interviewing Skills, Networking, Sourcing, Recruiting, Student Recruiting
Education
University of Massachusetts, Amherst 2008 — 2012
B.A., Economics
Sayville High School 2004 — 2008
Sun Art Design July 2014 - Present
Northwestern Mutual December 2013 - July 2014
Temple Beth Am December 2011 - May 2014
Jerry Herman Ring Theater, University of Miami September 2010 - May 2014
University of Miami Wellness Center January 2013 - August 2013
Education
University of Miami 2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics, Political Science, Finance
Northwestern Mutual March 2015 - Present
Eduventures February 2014 - February 2015
Isis Parenting May 2010 - April 2014
New England Cable News February 2008 - September 2010
Rafters January 2004 - January 2008
Skills
Social Networking, Event Planning, Public Relations, Public Speaking, Human Resources, Employee Relations, Payroll, Strategic Planning, Creative Strategy, Recruiting, Employee Benefits, Talent Management, Performance Management, Time Management, Team Building, Hiring, Management, Training
Education
University of Massachusetts, Amherst 2001 — 2006
BA, Psychology and Sociology
Concord Carlisle High School 1997 — 2001
Next Step Group January 2014 - Present
SunTrust Bank October 2013 - January 2014
Northwestern Mutual June 2012 - October 2013
Skills
Recruiting, Sourcing, Sales, Leadership, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Holistic Financial..., Social Networking, Microsoft Word, Finance, Networking, DCF Valuation, Financial Analysis, Bloomberg Terminal, Bloomberg, Valuation, Investments, Windows, Life & Health Insurance..., Social Media, Equities, Portfolio Management
Education
University of Miami 2009 — 2013
Bachelor of Business Administration (BBA), International Finance & Marketing
Jesuit High School 2006 — 2009
3 Commas 1 Period January 2015 - Present
DJ AyeSee November 2012 - December 2014
Red Limo June 2006 - October 2011
Miami Dade County 2010 - 2011
Northwestern Mutual July 1998 - 2004
Skills
Event Planning, Social Media, Event Management, Music, Marketing, Hospitality, Customer Service, Marketing Strategy, Public Relations, Online Marketing, Fundraising, Social Networking, Trade Shows, Tourism, Online Advertising, Press Releases, Email Marketing, Entertainment, Entrepreneurship, Facebook, Sponsorship, Social Media Marketing, Advertising, Public Speaking, Marketing Communications, Corporate Events, Strategic Planning, Sales, Management, New Business Development, Contract Negotiation, Team Building
Education
University of Miami 1997 — 2002
Business
Salem State University January 2015 - Present
Financial Representative September 2012 - October 2013
Northwestern Mutual April 2012 - September 2013
University of Massachusetts Amherst September 2009 - May 2013
Shore Educational Collaborative June 2008 - August 2011
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Psychology, 2013
University of Massachusetts, Amherst 2009 — 2013
Bachelor's degree, Psychology
U.S. District Court for the Eastern District of Missouri May 2015 - Present
University of Miami February 2011 - May 2014
Northwestern Mutual May 2013 - February 2014
US Department of Homeland Security May 2012 - August 2012
Skills
Research, Microsoft Office, Finance, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Statistics, Spanish, Social Media, Financial Analysis, Teamwork, Legal Research, Immigration Law, Financial Services, Networking, Life Insurance, Disability Insurance, Long-term Care, Fixed Annuities, Risk Management, Employee Benefits, Retirement Planning, Wealth Management, Mutual Funds, Leadership, Event Planning, Computer Proficiency, Time Management, Market Research, Administrative Law, Criminal Law
Education
University of Virginia School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Miami 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Fidelity Investments August 2015 - Present
Northwestern Mutual June 2014 - Present
Isenberg School of Management, UMass Amherst January 2014 - May 2014
Merrill Lynch May 2013 - August 2013
Jones Beach State Park May 2011 - August 2013
New York Lizards May 2011 - August 2011
Baseball Summer Camp June 2009 - June 2011
Skills
Social Media, Public Speaking, Marketing, Microsoft Word, Community Outreach, Event Management, Higher Education, Management, PowerPoint, Sales, Microsoft Excel, Event Planning, Microsoft Office, Facebook, Market Research, Leadership, Teamwork, Risk Assessment, Customer Service, Finance
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, Economics
Chaminade High School 2006 — 2010
RBC Capital Markets May 2015 - Present
Rose Capital Advisors May 2014 - May 2015
Northwestern Mutual May 2013 - May 2014
University of Miami Football August 2013 - March 2014
University of Miami August 2012 - July 2013
Skills
Finance, Microsoft Office, Time Management, Customer Service, Financial Analysis, Wealth Management, Microsoft Excel, Marketing Strategy, PowerPoint, Microsoft Word, Research, Social Media, Strategic Planning, Strategic Financial..., Insurance, Mutual Funds
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting
Pine Crest High School
Northwestern Mutual December 2014 - Present
Northwestern Mutual July 2014 - December 2014
Epic June 2011 - March 2014
Rochester Community Schools August 2010 - May 2011
Baltimore County Public Schools August 2007 - June 2010
Education
University of Michigan 2002 — 2006
Bachelor of Science (BS), Elementary Education and Teaching
State Street May 2014 - Present
FXCM December 2013 - Present
FXCM September 2013 - December 2013
FXCM May 2013 - August 2013
Principle Profits Asset Management, Inc January 2013 - May 2013
UBS December 2012 - January 2013
Northwestern Mutual May 2012 - December 2012
Carlucci and Giardina LLP June 2007 - August 2012
New York State Supreme Court May 2011 - August 2011
Skills
Financial Analysis, FX, Fundamental Analysis, Currency Analysis, FX Trading, Asia/Pacific Markets, Bloomberg Terminal, Excel, Stock Research/Analysis, Time Management, Technical Analysis, Word, Power Point, Salesforce.com, Research, Budget Managment, Cost Basis, Profitability Ratios, Options, Investment Valuation..., Webtop, PowerPoint
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, Finance & Law Concentration in Investments
CAPA London 2013 — 2013
Byram Hills High School 2005 — 2009
Scottrade August 2014 - Present
UBS Wealth Management December 2013 - August 2014
Northwestern Mutual June 2012 - September 2013
The V.I.N.E. Group June 2009 - August 2012
At Home Medical Supplies August 2011 - February 2012
Margate Diagnostic Center February 2009 - March 2010
Comcast-Spectacor June 2008 - September 2008
Skills
Customer Service, Social Media Marketing, Social Networking, Marketing, Series 7, Investments, Financial Analysis, Sales, Microsoft Excel, Insurance, Finance, Event Planning, Series 63, Microsoft Word, Strategic Planning, Marketing Strategy, Event Management, Social Media, Microsoft Office, Leadership
Education
University of Miami 2004 — 2008
Bachelor of Science, Sport/Business Administration, 3.2
St. Augustine Prep 2000 — 2004
Northwestern Mutual February 2015 - Present
Northwestern Mutual October 2014 - Present
Northwestern Mutual June 2014 - Present
Education
University of Massachusetts, Amherst 2004 — 2008
B.A., Political Science
Parsippany Hills
Arven Financial, LLC July 2015 - Present
Northwestern Mutual October 2013 - July 2015
COBRA PUMA GOLF October 2012 - May 2013
Edwin Watts Golf February 2012 - September 2012
LPGA Futures tour player 2008 - 2011
Serenity by The Sea Spa-Hilton Resort 2007 - 2008
Honors Golf 2006 - 2007
Honors Golf 2006 - 2006
Skills
Sporting Goods, Sports Marketing, Footwear, Sports, Golf, Apparel, Athletics, Sales, Event Management, Inventory Management, Sales Management, Event Planning, Social Media Marketing, Sportswear, Customer Service, Public Relations, Resorts, Trade Shows, Tourism, Team Building, Golf Fitness, Brand Awareness, Marketing, Golf Courses, Tournaments, Merchandising, Retail, Hospitality, Sponsorship, Fundraising, Account Management, Microsoft Word, Microsoft Excel, PowerPoint, Golf Course Management, Sports Management, Golf Instruction, Club
Education
University of Miami 2012 — 2014
Master of Business Administration (MBA), Finance
University of West Florida 2003 — 2006
Bachelor’s Degree, Hospitality, Recreation, Resort Management, Specialized in Spa Management
Northwestern Mutual September 2002 - Present
Fidelity Investments November 1994 - April 1999
Associates Leasing February 1987 - November 1994
Skills
Underwriting, Risk Assessment, Insurance, Public Speaking, Leadership, Analysis, Life Insurance, Medical Terminology, Detailed Analysis, Whole Life, Term Life Insurance, Universal Life, Mentoring, Procedure Manuals, Organizing, Project Coordination, Training & Development, Fixed Annuities, Customer Service
Education
Upper Iowa University 2008 — 2012
Bachelor of Science (BS), Finance and Financial Management Services
UMass Lowell 2000 — 2001
BlueConic September 2015 - Present
BlueConic January 2015 - August 2015
Brafton Inc. June 2012 - December 2014
Brafton Inc. April 2010 - October 2012
Northwestern Mutual June 2009 - April 2010
State Street Bank June 2008 - June 2009
Education
University of Massachusetts, Amherst 2004 — 2008
BS
Tabor Academy 2000 — 2004
High School
New Fed Mortgage Corp. August 2014 - Present
Northwestern Mutual May 2013 - October 2013
Independent Painters June 2012 - August 2012
Skills
Microsoft Excel, Mathematics, Access, French, Leadership, C++, Matlab, Financial Services, Licensed Life & Health..., Retirement Planning, Insurance, Outlook
Education
University of Michigan 2010 — 2014
Bachelor's degree, Actuarial Mathematics
Xaverian Brothers HIgh School 2007 — 2010
HIgh School Diploma
AIG May 2015 - Present
MAPFRE USA March 2014 - April 2015
Eagle Insurance Group, LLC May 2013 - August 2013
Northwestern Mutual May 2012 - September 2012
Skills
Insurance, Finance, Data Analysis, Actuarial Science, Actuarial Exams, Microsoft Office, Microsoft Excel
Education
University of Massachusetts, Amherst 2010 — 2013
Bachelor of Science (B.S.), Mathematics
WordStream June 2014 - Present
iProspect November 2013 - June 2014
iProspect June 2013 - October 2013
Regional Economic Models, Inc. June 2012 - June 2013
University of Massachusetts 2011 - 2012
Boston Corporate Housing 2010 - 2012
Northwestern Mutual 2011 - 2011
EZ Dental 2007 - 2009
Skills
French, Arabic, Economics, Research, Data Analysis, Public Policy, Policy Analysis, Microsoft Office, PowerPoint, Quantitative Analytics, Microsoft Excel, Econometrics, Qualitative Research, Macroeconomics, Policy, Business Strategy, Quantitative Research, Proposal Writing, Analysis, Strategic Communications, Financial Modeling, Statistics, Management, SPSS, Strategy
Education
University of Massachusetts, Amherst 2009 — 2012
BA, Economics, Political Science, International Relations
andover high school
andover high school
Bertucci's January 2015 - Present
Northwestern Mutual May 2013 - August 2014
University of Massachusetts Amherst June 2012 - July 2014
Skills
Leadership, Finance, Teamwork, Economics, Sales, Microsoft Excel
Education
University of Massachusetts, Amherst 2010 — 2015
Bachelor's Degree, Resource Economics: Managerial Economics, Cumulative GPA: 3.07
MacDonald Insurance and Financial Services November 2014 - Present
Northwestern Mutual July 2011 - Present
San Francisco Chronicle October 2010 - March 2011
East Bay Concepts, Inc. September 2006 - January 2010
Kiss 108 2004 - 2005
Skills
Customer Service, Cold Calling, Social Media, Social Media Marketing, Employee Benefits, Sales Management, Salesforce.com, Sales Support, Direct Sales, Online Marketing, Market Planning, Account Management, Music Industry, Music Publishing, Team Leadership, Educational Leadership, Market Research, Direct Marketing, SEO, SEM, Online Advertising, Digital Marketing, Advertising, Recruiting
Education
UMass Lowell 2002 — 2006
Bachelors, Music Business/Vocal Performance
Pentucket Regional High school 1998 — 2002
PwC June 2015 - Present
University of Miami Treasury Operations Department August 2014 - Present
Northwestern Mutual May 2014 - December 2014
University of Miami Housing Security January 2014 - October 2014
RuffaloCODY January 2013 - February 2014
Big 5 Sporting Goods May 2013 - August 2013
Lifetime Tennis July 2011 - August 2013
Skills
C++, Java, Microsoft SQL Server, PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Teamwork, Strategic Financial..., Financial Analysis, Research, Leadership, Tennis
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Science in Business Administration, Accounting
Amador Valley High school
Andersen Tax July 2002 - Present
Arthur Andersen July 2001 - July 2002
Northwestern Mutual June 1999 - June 2001
Skills
Income Tax Planning, Wealth Transfer Planning, Investment Advisory, Tax, Financial Planners, Strategic Financial..., CPA, High Net Worth..., Estate Tax Planning, Partnership Taxation, Tax Research, Tax Advisory, Tax Accounting, Corporate Tax, Gift Tax, Trusts, Income Tax, Finance, Wealth
Education
University of Miami - School of Business 1999 — 2001
MBA, Specialization in Personal Financial Planning
University of Miami - School of Business 1999 — 2001
MS, Masters of Science in Taxation
University of Miami - School of Business 1996 — 1999
BA, International Finance & Marketing
EY July 2014 - Present
Northwestern Mutual June 2013 - May 2014
TWINBRIDGE Financial Consulting, LLC January 2013 - May 2013
Villanova University August 2011 - May 2013
Royal Far West June 2012 - July 2012
Skills
Microsoft Office, PowerPoint, SPSS, Microsoft Excel, Time Management, Microsoft Word, Research, Public Speaking, Social Media, Event Planning, Facebook, Access, Teamwork, Spanish, Outlook, Bloomberg Certified
Education
Villanova University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Marketing
University of Melbourne 2012 — 2012
Bachelor of Commerce (B.Com.), Finance
Charter Oak Insurance and Financial Services September 2000 - Present
Northwestern Mutual January 1991 - September 2000
Education
University of Massachusetts, Amherst 1989 — 1991
B.A., Economics
Xavier University - Williams College of Business 1987 — 1989
Business
ZocDoc August 2015 - Present
Slalom Consulting November 2013 - August 2015
Cumberland Consulting Group December 2010 - November 2013
Cedar Street Capital, LLC July 2010 - September 2010
Northwestern Mutual 2008 - 2010
Skills
Financial Modeling, Business Analysis, SharePoint, Healthcare Information..., Microsoft Office, Analysis, Leadership, Access, Strategy, Change Management
Education
University of Miami 2006 — 2010
BBA, Finance
The Gaudreau Group August 2012 - Present
Field Eddy Insurance January 2012 - August 2012
Northwestern Mutual January 2009 - January 2012
Skills
Insurance, Finance, Training, Employee Benefits, Disability Insurance
Education
Western New England University 2008 — 2010
Finance
University of Massachusetts Dartmouth 2006 — 2008
Accounting
Capstone Partners, LLC / Mass Mutual August 2013 - Present
Northwestern Mutual July 2009 - August 2013
SFI Investments, LLC March 2009 - July 2009
Discus Dental May 2008 - March 2009
Discus Dental November 2005 - May 2008
PointStar Consulting Group May 2002 - June 2004
R&D Ventures, Inc. February 1996 - July 2002
Skills
Start-ups, Strategy, Cross-functional Team..., Business Planning, Management, Sales Management, Forecasting, Strategic Planning, CRM, Entrepreneurship, New Business Development, Marketing Strategy, Product Marketing, Marketing, Competitive Analysis, Mergers, Product Launch, Budgets, Direct Marketing, Strategic Financial..., Strategic Partnerships, Product Development, Sales, Market Research, Process Improvement, Financial Services, Portfolio Management, Business Development, Training, P&L Management, Due Diligence, Program Management, Finance, Financial Modeling, Consulting, Product Management, Medical Devices, Financial Analysis, Investments, Insurance, Account Management, Series 63, Series 6, Series 65, Pensions, Retirement Planning, 401k, 401k Rollovers, Estate Planning, Retail Marketing
Education
University of Pennsylvania 1988 — 1992
BA, Political Science and Psychology
University of Michigan 2008 — 2008
Certificate, Lean Manufacturing
University High School 1985 — 1988
High School
Northstar Financial Planners, Inc. July 2000 - Present
Ride to Awareness 2014 - Present
Northwestern Mutual May 1994 - June 2000
Prudential Financial August 1991 - May 1994
Skills
Strategic Financial..., Investments, Portfolio Management, Investment Advisory, Investment Strategies, Asset Allocation, Financial Advisory, Mutual Funds, Retirement, Wealth Management, Financial Services, Investment Management, Retirement Planning, Estate Planning, Wealth, Finance, Asset Management, Securities, Small Business, Equities, Management
Education
University of Miami 1980 — 1983
Bachelor's Degree, Violin Performance
University of Wisconsin-Madison 1978 — 1979
Northwestern Mutual September 2013 - Present
Northwestern Mutual August 2012 - Present
Northwestern Mutual November 2011 - Present
Skills
Fluent in Spanish, Conversational French, Coaching, Time Management, Training, French, PowerPoint, Leadership, Social Networking, Sales, Microsoft Excel, Recruiting, Customer Service, Marketing, Public Speaking, Finance, Microsoft Word, Spanish, Social Media, Microsoft Office, Data Analysis
Education
University of Miami 2006 — 2010
Bachelor's, Finance, Marketing, Accounting
Miami Palmetto Senior High School 2002 — 2006
Northwestern Mutual January 2014 - Present
G2 Trading June 2012 - December 2012
Kingdom Ridge Capital February 2008 - May 2012
SAC Capital January 2001 - March 2006
Bear Stearns & Company 1998 - 2000
Bear Stearns Investment Bank 1998 - 2000
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Public Speaking, Alternative Investments, Bloomberg, Capital Markets, Equities, Financial Analysis, Hedge Funds, Portfolio Management, Risk Management, Trading
Education
University of Massachusetts, Amherst 1993 — 1998
Bachelor of Science (BS), Applied Economics
Stuyvesant High School 1989 — 1993
Liberty Mutual Insurance June 2014 - Present
Granger Medical January 2013 - June 2014
Amherst Creperie December 2009 - August 2012
Northwestern Mutual November 2009 - May 2010
Skills
Customer Service, Sales, Time Management, Social Media, Account Management, Leadership, Teamwork, Insurance, Marketing, Event Management, Social Media Marketing, Financial Reporting, Business Management
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor's Degree, Business Management
Glick Nissan October 2013 - Present
Glick Nissan March 2011 - Present
Glick Nissan August 2010 - March 2011
Northwestern Mutual May 2010 - August 2010
Securitas USA June 2008 - August 2010
Clinton Gourmet July 2004 - August 2010
Kent County Road Commission June 2007 - August 2007
Consolidated Design Group Inc June 2005 - September 2006
Skills
Microsoft Excel, Negotiation, Team Leadership, Management, Customer Service, Sales, Microsoft Office, Leadership
Education
University of Massachusetts Lowell 2006 — 2010
BSBA, Business Administration (Finance)
Assabet Valley Vocational High School 2002 — 2006
High School, Drafting
Bloomingdale's February 2015 - Present
Bloomingdale's July 2014 - February 2015
LF January 2014 - April 2014
Northwestern Mutual May 2013 - April 2014
Zeta Tau Alpha Fraternity November 2012 - April 2014
Skills
Microsoft Excel, Customer Satisfaction, Time Management, Sales Management, Social Media Marketing, Microsoft Office, Strategic Financial..., Market Research, Relationship-builder..., Event Planning, Leadership, Fundraising, Social Media, Advertising, Public Speaking, Customer Service
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Finance and Marketing
University of Westminster 2012 — 2012
Study Abroad, International Finance and Marketing
Rochester Jr Monarchs April 2015 - Present
Progressive Insurance February 2014 - Present
Enterprise Rent-A-Car June 2013 - February 2014
Sulzer Pumps October 2012 - May 2013
Connecticut Junior Wolfpack October 2012 - May 2013
Milwaukee Admirals and Cincinatti Cyclones September 2011 - April 2012
Trenton Devils October 2008 - April 2011
Northwestern Mutual June 2007 - September 2007
Skills
Leadership, Coaching, Sports, Time Management, Hockey, Customer Service, Microsoft Excel, Management, Teaching
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Science, Resourse Economics
State Farm March 2014 - Present
Northwestern Mutual September 2012 - March 2014
Platinum Fundraising January 2011 - August 2012
Orlando Magic August 2010 - January 2011
Game Plan, INC., Innovative Corporate Sports Marketing May 2010 - December 2010
University of Miami Butler Center March 2009 - July 2010
University of Miami August 2008 - August 2009
Skills
Sports Marketing, Sponsorship, Sports, Archtics, Event Management, Professional Sports, Event Planning, Sales, Sponsorship Activation, Social Media Marketing, Sports Industry, Sponsorship Sales, Sports Management, Grassroots Marketing, Time Management
Education
University of Miami 2006 — 2010
Bachelor of Business Administration, Marketing
Goldman Sachs June 2011 - Present
Saint Andrew's School March 2012 - Present
National Association of Women MBAs - South Florida September 2010 - January 2013
Northwestern Mutual May 2009 - May 2011
Goldman Sachs June 2010 - August 2010
Northwestern Mutual April 2008 - April 2009
Education
University of Miami
MBA, Finance and M&A
University of Miami
BBA, Major: International Finance and Marketing. Minor: Accounting
Saint Andrew's School
Northwestern Mutual September 2003 - Present
Gourmet Parties, Inc. September 1990 - September 2003
Star Personnel Corporation October 1978 - June 1980
Skills
Recruiting, College Recruiting, Talent Acquisition, Interviews, Career Counseling, Sourcing, Business Networking, Career Development, Leadership, Resume Writing, Employee Training, Building Relationships, Applicant Tracking..., Technical Recruiting, Team Building, Benefits Administration, Talent Management, Staffing Services, Hiring
Education
University of Michigan 1974 — 1977
BFA, Graphic and Industrial Design
State Street October 2012 - Present
Gilmartin & Magence LLP September 2012 - July 2013
Braver PC February 2012 - April 2012
Northwestern Mutual September 2011 - November 2011
Skills
Mathematics, Business Communications, Bi-lingual in English..., Excellent people skills, Microsoft Word, Excel, PowerPoint, ProSystem fx Tax, ProSystem fx Document, ProSystem fx Engagement, XCM Solutions, Microsoft Excel, Sales, Customer Service, Accounts Payable, Finance, QuickBooks, Time Management, Accounting, Financial Analysis, Data Analysis, Access, Microsoft Office, Teamwork
Education
University of Massachusetts Boston
Bachelor of Science, Finance and Financial Management Services
Lightship Wealth Strategies, Inc. September 2006 - Present
Northwestern Mutual 2001 - 2006
University of St. Eustatius School of Medicine May 1999 - April 2001
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Alternative Investments, Retirement Planning, Series 6, Asset Managment, Strategic Financial..., Retirement, Portfolio Management, Fixed Income, 401k, Wealth Management, Fixed Annuities, Securities, Financial Advisory, Estate Planning, Financial Modeling
Education
University of Massachusetts, Amherst 1994 — 1999
Bachelor of Science
Teach for America 2011 - Present
Baruch College August 2010 - June 2011
Wells Fargo Bank April 2009 - April 2010
Northwestern Mutual May 2008 - August 2008
Recruitradar.com May 2007 - August 2007
Skills
Teacher Training, Qualified Teacher, Certified to Teach..., Microsoft Office, Finance
Education
University of Miami - School of Business
Bachelor of Business Administration, Finance
Baruch College, Zicklin School of BusinessNew
Master, Business Administration; Entrepreneurship and Finance
Northwestern Mutual January 1983 - Present
Skills
Life Insurance, Employee Benefits, Estate Tax Planning, Estate Planning, Insurance, Finance, High Net Worth..., Program Management, Investments, Financial Advisory, Health Insurance, Sales
Education
University of Massachusetts, Amherst
Northwestern Mutual May 1996 - Present
Skills
Disability Insurance, Investments, Employee Benefits, Alternative Investments, Insurance, Small Business, Strategic Financial..., Estate Planning, Finance, Retirement, Time Management, Networking, Portfolio Management, Retirement Planning, Wealth Management, Financial Planning
Education
University of Michigan 1982 — 1986
BS, Political Science
Northwestern Mutual September 2014 - Present
Covidien December 2010 - September 2014
MetLife December 2005 - December 2007
New England Financial December 2004 - December 2005
New England Financial December 2000 - December 2004
Sun Life Financial December 1990 - December 1999
Education
University of Massachusetts, Amherst 1984 — 1988
Merrill Lynch May 2015 - Present
Northwestern Mutual January 2015 - May 2015
Clarksons December 2013 - May 2014
Canaccord Genuity Inc. November 2012 - October 2013
Oppenheimer & Co. March 2000 - November 2012
CIBC 2000 - 2007
Schroders 1998 - 2001
Skills
Series 24, Series 7, Series 63, Series 55, Equities, Equity Trading, Bloomberg, Securities, Trading, Trading Systems, Equity Research, Capital Markets, Hedge Funds, Mutual Funds, Fixed Income, Investments, Alternative Investments, Confidentiality, Capital Raising, Asset Management, Portfolio Management, FINRA, Financial Planning, Financial Services, Life Insurance, Long Term Care Insurance, Disability Insurance, Estate Planning
Education
University of Massachusetts, Amherst 1995 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Bethpage High School 1991 — 1994
High school diploma
Northwestern Mutual September 2011 - Present
TeleVox Software May 2010 - September 2011
IKON Office Solutions June 2007 - June 2010
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts, Communications, Film and Production Studies
Fairholme Capital Management June 2013 - Present
ICAP May 2012 - August 2012
Northwestern Mutual May 2011 - March 2012
Education
University of Miami - School of Business 2009 — 2013
BBA, Finance (Major) Psychology (Minor), 3.80
Cherry Creek High School
Carr Workplaces September 2014 - Present
Legacy Marketing of Boston/Chicago 3 Consultants January 2014 - July 2014
Northwestern Mutual January 2013 - May 2013
Financial Research Corporation November 2007 - October 2011
State Street August 2006 - November 2007
Smith Barney August 2005 - May 2006
Skills
Bloomberg, Market Research, Data Analysis, Investments, Mutual Funds, Research, Analysis, Retirement, Investment Strategies, ETFs, Investment Management, Asset Allocation, Trading, Alternative Investments, Financial Modeling, Management, Asset Management
Education
University of Massachusetts, Amherst 2001 — 2006
BA, Economics
Northwestern Mutual May 2015 - Present
Vitals January 2015 - May 2015
Northwestern Mutual December 2012 - December 2014
Northwestern Mutual September 2012 - February 2013
University of Massachusetts Amherst September 2008 - May 2012
Skills
Microsoft Word, Microsoft Publisher, Microsoft Excel, PowerPoint, Mac OS X, Social Media, Social Media Networking, OS X, Recruiting, College Recruiting, Internet Recruiting, Networking, Marketing, Sales, Interviewing Skills, Phone Screening, Management, Interviews, Coaching, Advertising, Online Social Networking, Social Networking, Training, Time Management, Facebook, Cold Calling, Event Planning, Public Speaking, Leadership, Outlook, Teamwork, Fundraising, Microsoft Office, Finance, Human Resources, Access, Social Media Marketing, Email Marketing
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Arts (B.A.), Communication, minor in Psychology
Glen Rock High School 2004 — 2008
PricewaterhouseCoopers LLP August 2013 - Present
Corporate Executive Board August 2012 - August 2013
Northwestern Mutual May 2010 - May 2012
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), International Finance and Marketing
Harvard-Westlake School 2004 — 2008
TRU Simulation + Training June 2015 - August 2015
Higher Education June 2014 - July 2014
Northwestern Mutual January 2014 - April 2014
The Law Office of William H. Newton, III, P.A. May 2013 - October 2013
Skills
Microsoft Project, Microsoft Excel, C++, Visual Basic, Communication Skills, Leadership, Budgets, InDesign, Time Management, Critical Thinking, Teamwork, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Program Management
Education
University of Miami - School of Business 2015 — 2015
Master of Business Administration (M.B.A.), 4.0
University of Miami - School of Business 2011 — 2014
Bachelor's Degree, Business Law, 3.7
McGladrey August 2015 - Present
BDO USA, LLP October 2014 - July 2015
eClinicalWorks May 2014 - October 2014
United Technologies May 2012 - September 2012
Northwestern Mutual December 2011 - May 2012
Law Offices of Khalid Naseem May 2011 - August 2011
Skills
Analysis, Financial Analysis, Accounting, Microsoft Office, Business Analysis, Strategic Planning, PowerPoint, Microsoft Excel, Data Analysis, Project Management, Microsoft Word, Access, Finance, Banking, Investments, Financial Modeling, Risk Management, Business Strategy, Change Management, Portfolio Management
Education
University of Massachusetts at Lowell 2009 — 2013
Bachelor of Business Administration (BBA), Operations Information Systems and Finance
shrewsbury high school 2005 — 2009
Northwestern Mutual August 2015 - Present
University of Miami Center for Humanities September 2011 - Present
Verimatrix May 2013 - August 2013
Joe's Pizza May 2012 - August 2012
Skills
Accounting, Data Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Public Speaking, Research
Education
University of Miami 2011 — 2015
Bachelor's Degree, Finance and Economics, 3.88
San Diego Jewish Academy 2007 — 2011
High School
Long Term Care from Ellen 1999 - Present
Northwestern Mutual January 2008 - December 2009
Adult Center for Enrichment January 2003 - December 2009
Skills
Customer Advocacy, Legislative Advocacy, Insurance Planning, Long Term Care, Accounting, Speaking Engagements, Board Leadership, Long-term Care, Financial Planners, Long Term Care Insurance, Public Speaking, 401k, Alzheimer's disease, Seniors, Leadership, Retirement Planning, Estate Planning, Life Insurance, Employee Benefits, Medicare, Retirement, Term Life Insurance, Financial Services, Fixed Annuities, Whole Life, Health Savings Accounts, IRAs, Critical Illness, Small Business, Financial Advisory, Health Insurance, Wealth, Strategic Financial..., Wealth Accumulation, Personal Finance, Mutual Funds, Financial Planning
Education
University of Miami 1992 — 1994
Bachelor's degree, Organizational Communication
UNC G, UNC CH, USC,
Made progress toward Bachelors, Business Administration and Management, General
Northwestern Mutual March 2015 - Present
Hola Hillel January 2014 - Present
DomeSkin December 2012 - December 2013
Jewish Community Center September 2010 - April 2013
Skills
Team Leadership, Team Management, Leadership, Public Speaking, Customer Service, Sales, Management
Education
University of Miami - School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance
Northwestern Mutual April 2002 - Present
Education
University of Michigan
Northwestern Mutual May 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, Windows, Time Management, Finance, Marketing
Education
University of Miami 2013 — 2017
Bachelor’s Degree, Finance, General
Shorecrest Preparatory School 2011 — 2013
High School Diploma
Neighborhood Health Plan February 2015 - Present
Senior Whole Health 2012 - January 2015
State Street November 2010 - October 2011
Northwestern Mutual June 2010 - May 2011
State Street June 2008 - August 2008
Skills
Bloomberg, Financial Analysis, Financial Modeling, Accounting, Fund Accounting, Strategic Financial..., Financial Reporting, Risk Management, Financial Accounting, Auditing, Microsoft Excel, Portfolio Management, Data Analysis, Access, Finance, Corporate Finance, Analysis, Budgets, Insurance, Valuation, Leadership, Private Equity, US GAAP, PowerPoint, Internal Controls, Process Improvement, Account Reconciliation, Business Analysis, Due Diligence, Internal Audit
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor's in Business Administration, Accounting
LiveIntent, Inc. August 2015 - Present
Brooks Brothers November 2014 - January 2015
Northwestern Mutual January 2014 - May 2014
Global Ties Miami January 2014 - May 2014
Brinson Marine May 2012 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Customer Service, Research, Matlab, Teamwork, Photoshop, C++, Inventor, Facebook
Education
University of Miami 2010 — 2014
B.A. in Economics and International Studies with Minors in Mathematics and Business Administration, 3.676
West Genesee High School
Bank of America Merrill Lynch July 2015 - Present
Northwestern Mutual January 2014 - December 2014
Follett Higher Education Group April 2012 - April 2014
AT&T Mobility September 2007 - September 2011
Skills
Leadership, Public Speaking, Sales, Microsoft Office, Training, Time Management, Negotiation, Written & Oral..., Economics, Bilingual, Fixed Annuities, Philosophy, Financial Risk, Wealth Preservation..., Tax-advantaged..., Life Insurance, Planning Budgeting &..., Research
Education
University of Miami 2011 — 2015
Bachelor of Arts (B.A.), Economics & Philosophy
Northwestern Mutual February 2015 - Present
Kaplan Test Prep May 2013 - January 2015
Southern Proper July 2013 - August 2014
Centers for Disease Control and Prevention May 2011 - September 2011
Drake Staffing May 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Economics, Chemistry, Analytical Chemistry, Marketing, PowerPoint, Public Speaking, English to French, French to English, phoning, Direct Sales, Customer Satisfaction, Customer Retention, Research, Leadership, Teaching, Financial Analysis, Financial Services, Financial Risk, Life Insurance, Permanent Life Insurance, Disability Insurance, Risk Management, Financial Risk...
Education
University of Miami 2010 — 2014
Bachelor's Degree, Chemistry and Economics
Northwestern Mutual June 2015 - Present
Skills
Microsoft Office, Leadership, Investments, Insurance, Financial Planning
Education
University of Michigan 2014 — 2018
Economics
Villa Park High School 2010 — 2014
High School
SoulCal Chels January 2015 - Present
lululemon athletica October 2013 - January 2015
lululemon athletica April 2013 - October 2013
Northwestern Mutual May 2012 - April 2013
Bivouac May 2009 - October 2011
Donna Karan May 2011 - September 2011
Skills
Networking, Recruiting, Public Relations, Management, Marketing, Employee Relations, Social Media, Resume Writing, Building Relationships, Leadership, Onboarding, New Business Development, Coaching, Business Development, Teamwork, Interviews, Human Resources, College Recruiting, Training, Team Leadership, Career Development, Applicant Tracking..., Team Building
Education
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Political Science, Honors College
Saline High School 2004 — 2008
Northwestern Mutual April 2015 - Present
Cape Mediation March 2014 - Present
Fratus Business Services June 2009 - May 2014
Fryer & O'Brien LLC September 2013 - October 2013
Attorney Rene G. Brown October 2012 - August 2013
South Coastal Counties Legal Services, Inc. September 2012 - January 2013
Barnstable County District Attorney's Office May 2012 - August 2012
Lisa V. Still 2010 - 2012
Northwestern Mutual 2008 - 2010
Cape Wide Insurance Agency, Inc. April 1994 - May 2008
Skills
Legal Research, Westlaw, Courts, Mediation, Legal Writing, Civil Litigation, Wills, Lexis, Estate Planning, Nonprofits, Corporate Law, Real Estate, Trusts, LLC, Real Estate Transactions, Personal Injury, Alternative Dispute..., Notary Public, Document Review
Education
University of Massachusetts School of Law - Dartmouth 2010 — 2013
Doctor of Law (J.D.), Public Interest Law Fellow
University of Massachusetts Dartmouth 2008 — 2010
Bachelor of Science (B.S.), Cum Laude, Finance
F-Squared Investments June 2013 - Present
New York Life Insurance Company November 2011 - May 2013
Northwestern Mutual May 2010 - December 2011
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor's Degree, Communication
Northwestern Mutual November 2013 - Present
Associated Medical, Inc. March 2010 - April 2013
Tienshan, Inc. December 2002 - March 2010
Meyer Corporation, Farberware Cookware division April 1997 - December 2001
Skills
Sales, Account Management, Marketing, Strategic Planning, Sales Management, Home Medical Equipment, Trade Shows, Licensed Life & Health..., Healthcare, Strategy, Program Management, Sales Operations, Product Development, Management, Time Management, Customer Service, Social Media, Public Speaking, Team Building
Education
University of Massachusetts, Amherst
University of Miami August 2012 - Present
Northwestern Mutual June 2015 - September 2015
The National Institute of Guarantees for Deposits (FDIC) December 2014 - January 2015
UFA Assurances June 2012 - August 2012
Europtima June 2011 - August 2011
Skills
Public Speaking, Event Planning, Teamwork, Customer Service, English, Event Management, Marketing Strategy, French, Finance, Economics, Financial Analysis, Financial Markets, Microsoft Office
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Science (BS), Finance, Junior
The Harrodian School 2007 — 2012
A levels, Economics, Political Science, Psychology
Northwestern Mutual May 2014 - Present
Michigan League Board of Governors April 2012 - April 2015
Student Painters February 2012 - August 2012
University of Michigan September 2011 - April 2012
DK Security, Inc. June 2011 - August 2011
Education
University of Michigan 2011 — 2015
Bachelor of Science (BS), Economics
University of Michigan 2011 — 2015
Bachelor of Science (BS), Informatics
Northwestern Mutual April 2014 - Present
Habush Habush & Rottier S.C. July 2013 - January 2014
Restraining Order Clinic - University of Wisconsin Law School September 2012 - December 2012
Parmenter O'Toole July 2012 - August 2012
Wisconsin Coalition Against Domestic Violence May 2012 - July 2012
Muskegon County Prosecutor's Office June 2011 - August 2011
Skills
Legal Writing, Legal Research, Civil Litigation, Litigation, Criminal Law, Domestic Violence, Trusts & Estates, Estate Planning, Business Organization, Secured Transactions, Contract Negotiation, Contract Drafting, Tax Law, Public Speaking, Interpersonal..., Editing, Writing, Creative Writing, Blogging, Social Media, Marketing, Digital Marketing
Education
University of Wisconsin Law School 2010 — 2013
Doctor of Law (J.D.)
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), English & Women's Studies
Bell Helicopter August 2014 - Present
Textron July 2013 - Present
Textron Aviation July 2013 - August 2014
Textron August 2011 - June 2013
Northwestern Mutual June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SAP, Microsoft Office, EDW, Oracle, Stellent, Portuguese
Education
University of Massachusetts Dartmouth 2009 — 2013
Bachelor's Degree, Accounting, Graduate of Summa Cum Laude
Northwestern Mutual May 2015 - Present
DIY Lifestyle Magazine October 2014 - Present
Adidas Student Ambassador Program September 2014 - Present
Seiden June 2014 - August 2014
New York Yankees May 2013 - August 2013
Quest Service Group LLC May 2012 - August 2012
Skills
Social Media, Teamwork, Marketing Strategy, Strategic Brand..., Manage Client..., Advertising, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Windows, HTML, Time Management
Education
University of Michigan
Bachelor of Arts (B.A.)
American Top Team May 2015 - August 2015
DEL Real Estate May 2014 - January 2015
Northwestern Mutual May 2013 - August 2013
Fantasy Theatre Factory August 2012 - December 2012
Serafina, Fine Waterfront Italian Cuisine May 2012 - August 2012
Skills
Spanish, Microsoft Excel, Microsoft Office, Public Speaking, Social Networking, Teamwork, Facebook, Finance, Research, Customer Service, Social Media, Time Management, Management, Event Planning, Public Relations, Leadership, Social Media Marketing, Team Leadership, Nonprofits, Fundraising, Economics, Windows, Team Building, WordPress, Online Advertising, Budgets, PowerPoint, Microsoft Word, Marketing, Sales, Marketing Strategy, Strategic Planning, Data Analysis
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Economics
Saint Andrew's School 2008 — 2012
High School
Northwestern Mutual May 2007 - Present
Northwestern Mutual Financial Network May 2007 - Present
Skills
Entrepreneurship, Sales, Retirement Planning, Business Strategy, Strategic Financial..., Marketing, Wealth Management, Disability Insurance, Operations Management
Education
University of Miami 2005 — 2009
Bachelor of Business Administration, Marketing
University of Miami - School of Business 2005 — 2009
Bachelor of Arts, Marketing
Northwestern Mutual July 2011 - February 2013
First Republic Bank September 2009 - June 2010
Wells Fargo Bank August 2008 - September 2009
Skills
Investments, Mortgage Lending, Wealth Management, Retirement Planning, Series 63, Mutual Funds, Strategic Financial..., Series 6, Licensed Life Insurance..., Disability Insurance, Long Term Care Insurance, Risk Management, Group Benefit Plans, Key Person Insurance, Loans, Retirement, IRAs, Securities, 401k, Fixed Annuities, Investment Strategies, 401k Rollovers, Roth IRA, Life Insurance, Insurance, Investment Advisory, Estate Planning, Employee Benefits, Health Insurance, Residential Mortgages, Term Life Insurance, Financial Services, Underwriting, Finance
Education
University of Massachusetts, Amherst 1995 — 1999
CW Financial Services LLC January 2015 - Present
CW Financial May 2013 - December 2014
Financial Representative March 2012 - February 2013
Northwestern Mutual April 2012 - January 2013
Closets By Design 2010 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media Marketing, Time Management, Social Media, Adobe Creative Suite, Marketing, Event Planning, Microsoft Word, Customer Service, Sales
Education
University of Massachusetts, Amherst
Northwestern Mutual January 2006 - Present
Education
University of Massachusetts Dartmouth 1997 — 2007
BS, Operations Management
Agero, Inc. November 2012 - February 2015
New Bedford Economic Development Council June 2012 - September 2012
Northwestern Mutual May 2011 - December 2011
YMCA, Massachusetts Hampshire County June 2010 - August 2010
AquaPoint June 2009 - September 2009
Skills
Business Planning, Mutual Funds, Financial Analysis, Disability Insurance, Marketing, Long Term Care Insurance, Wealth Accumulation, Strategic Financial..., Strategic Planning, Asset Managment, Economics, Strategy, Investments, IRAs, Statistics, Economic Development, Financial Modeling, Leadership, Project Planning, Social Media, Econometrics
Education
University of Massachusetts, Amherst 2006 — 2011
Bachelor of Science (B.S.) Double Major, Managerial Resource Economics/ Global Micro Economics
Northwestern Mutual 1987 - Present
Education
University of Michigan
Bachelor of Business Administration (BBA)
BNP Paribas July 2015 - Present
GE Capital July 2014 - July 2015
GE Capital July 2013 - July 2014
GE Capital June 2012 - June 2013
Global Financial Private Capital, LLC May 2011 - August 2011
Northwestern Mutual May 2010 - April 2011
Bank of America Merrill Lynch May 2008 - August 2009
Skills
Risk Management, Finance, Microsoft Office, Analysis, Credit Risk, Financial Modeling, Portfolio Management, Bloomberg Terminal, Financial Risk, Mutual Funds, Due Diligence, Investments, Financial Analysis, Corporate Finance, PowerPoint, Microsoft Excel, Mergers & Acquisitions, Underwriting, Credit Analysis, Data Analysis, Bloomberg, Operational Risk, Enterprise Risk..., Communication Skills, Commercial Lending, Financial Sponsors, Microsoft Word, Business Valuation, Valuation, DCF Valuation
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Lennar June 2015 - Present
Lennar Financial Services December 2014 - June 2015
Lennar June 2014 - December 2014
University of Miami, Miller School of Medicine January 2014 - May 2014
Cornerstone Campus Communities, LLC August 2013 - January 2014
Northwestern Mutual May 2013 - October 2013
Republican Party of Florida March 2012 - April 2012
District Office of Rep. Ileana Ros-Lehtinen February 2012 - April 2012
University of Miami Butler Center for Service & Leadership August 2008 - May 2009
Skills
Microsoft Excel, Data Analysis, PowerPoint, Financial Analysis, Market Research, Microsoft Word, Entrepreneurship, Social Media, Spanish, Public Speaking, Finance, Facebook, Sales, Public Relations, English, Research, Event Planning, Customer Service, Investments, Real Estate Development, Six Sigma, Minitab, R, VBA, Editing, Bloomberg Terminal
Education
University of Miami - School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Mergers & Acquisitions
University of Miami 2007 — 2011
Bachelor of Arts (B.A.), Philosophy (Concentration in Ethics)
Franklin Templeton Investments May 2014 - Present
Franklin Templeton Investments July 2012 - May 2014
Citi-University of Miami Experiential Learning Project September 2011 - December 2011
U Realty Group, Denovo Homes May 2011 - August 2011
UBS Wealth Management May 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Louisiana Small Business Development Center May 2009 - August 2009
Skills
Leadership, Investments, Entrepreneurship, Financial Analysis, Risk Management, Accounting, Microsoft Excel, Strategy, Start-ups, Management, Research, Finance, Sales, Training, Economics, Financial Modeling
Education
University of Miami 2008 — 2012
Bachelor of Business Administration, Major in Finance
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration, Major in Finance
NOCCA 2006 — 2008
Certificate of Artistry, Jazz Studies
Benjamin Franklin High School 2004 — 2008
High School Diploma
Northwestern Mutual February 2007 - Present
Northwestern Mutual Financial Network June 2006 - June 2010
Skills
Retirement Planning, Small Business, Coaching, Leadership, Insurance, Finance, Wealth Management, Disability Insurance, Financial Planning, Financial Services, Fixed Annuities, Investments, Management, Retirement
Education
University of Massachusetts, Amherst 2003 — 2008
Bachelor's, Finance and Economics
TeamLogicIT July 2014 - Present
Comcast Business May 2012 - July 2014
Morgan Linen Services July 2010 - May 2012
Commonwealth Financial Group March 2010 - October 2010
Northwestern Mutual 2006 - December 2009
Skills
Sales, Cold Calling, Salesforce.com, Telecommunications, Building Relationships, Business Strategy, Relationship Marketing, Direct Sales, New Business Development, Finance, Recruiting, Sales Operations, Marketing, Lead Generation, Customer Retention
Education
University of Massachusetts Lowell 2002 — 2006
Business, Finance and Management
Wells Fargo Advisors February 2014 - Present
Northwestern Mutual August 2013 - February 2014
Education
University of Massachusetts, Amherst 2009 — 2013
BBA,BS, Sports Management, Marketing, Graduated
Northwestern Mutual August 2009 - Present
Education
University of Massachusetts, Amherst
Cleveland Clinic June 2015 - Present
United States Sailing Center of Martin County May 2001 - May 2015
University of Miami June 2012 - January 2013
Beta Theta Pi June 2011 - July 2012
Beta Theta Pi June 2009 - June 2011
Northwestern Mutual December 2007 - January 2009
Gulfstream Business Bank May 2007 - August 2007
University of Miami August 2006 - May 2007
Skills
Leadership Development, Student Recruitment, Recruitment/Retention, Organizational..., Leadership, Group Dynamics, Social Media Marketing, Public Speaking, Grant Writing, Student Recruiting, Recruiting, Consulting, Fundraising, Training, Social Networking, Social Media, PowerPoint, Higher Education, Teaching, Coaching, Conflict Resolution, Microsoft Excel, Microsoft Office, Marketing, Facebook, Microsoft Word, Staff Development, Strategy, Blogging, Healthcare, Critical Thinking, Employee Training, Policy, Customer Service, Entrepreneurship, Strategic Planning, Strategic Communications, Public Relations, Program Development, Workshop Facilitation, Editing
Education
University of Miami - School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Miami 2005 — 2009
BBA, Finance, Psychology
Playbook Partners, LLC August 2015 - Present
salesforce.com February 2014 - July 2015
salesforce.com November 2013 - January 2014
salesforce.com June 2012 - October 2013
Citrix Systems July 2011 - June 2012
Softchoice September 2010 - June 2011
Softchoice June 2008 - August 2010
Sto-Ex, Inc. May 2007 - August 2007
Steelcase May 2006 - July 2006
Northwestern Mutual May 2005 - August 2005
Skills
Selling, Customer Service, Enterprise Software, Cold Calling, CRM, Leadership, Social Media Marketing, Contract Negotiation, Sales, Marketing, Direct Sales, SaaS, Account Management, New Business Development, Sales Operations, Solution Selling, Salesforce.com
Education
University of Michigan 2004 — 2008
Bachelor's, Economics
Forest Hills Central High School 2000 — 2004
Northwestern Mutual October 2011 - Present
Skills
Mutual Funds, Retirement Planning
Education
University of Massachusetts Lowell 1991 — 1996
Anheuser-Busch InBev August 2015 - Present
Vita Coco January 2015 - August 2015
Vita Coco January 2014 - December 2014
Vita Coco January 2013 - December 2013
Vita Coco September 2011 - December 2012
Vita Coco June 2011 - August 2011
Vita Coco January 2011 - May 2011
Hearst Magazines May 2010 - August 2010
Northwestern Mutual May 2010 - August 2010
Time Out New York May 2009 - August 2009
Skills
Facebook, Social Media Marketing, Social Media, Public Relations, Marketing, Marketing Communications, Social Networking, Advertising, Hootsuite, Marketing Strategy, Email Marketing, Online Advertising, Brand Awareness, Copywriting, InDesign, Photoshop, Creative Writing, Brand Development
Education
University of Miami - School of Business 2007 — 2011
Bachelor of Business Administration, Marketing, Management
BNY Mellon Wealth Management July 2015 - Present
Northwestern Mutual February 2014 - May 2015
Northwestern Mutual September 2013 - February 2014
Parker and Lynch May 2013 - September 2013
State Street July 2012 - May 2013
State Street June 2011 - June 2012
State Street June 2010 - February 2011
Skills
PeopleSoft, Recruiting, Management, Interviews, Talent Acquisition, System Administration, Temporary Placement, Applicant Tracking..., Onboarding, Job Fairs, Time Management, College Recruiting, Human Resources, Employee Relations, Internet Recruiting, Technical Recruiting, Talent Management, Screening Resumes, Administration, Sourcing, New Hire Orientations, Leadership, Microsoft Excel
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelors, Human Resource Management
newton south high school 2003 — 2007
Bronstein & Carmona, P.A. February 2014 - Present
Miami Office of the City Attorney June 2012 - August 2012
Poorboyz Productions July 2008 - January 2009
Northwestern Mutual October 2006 - May 2007
LDS Mission August 2002 - July 2004
Education
University of Miami School of Law
Juris Doctor
University of Washington
Bachelor of Arts, Economics
University of Michigan Energy Institute May 2015 - August 2015
Northwestern Mutual August 2013 - May 2015
Office of Academic Multicultural Initiatives August 2012 - January 2014
GEAR UP June 2013 - August 2013
Boys and Girls Clubs of America June 2009 - August 2011
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Leadership, Social Media, Event Planning, Research, Time Management, Teamwork, Fundraising, Community Outreach
Education
University of Michigan 2012 — 2016
Bachelor’s Degree, Business Administration and Management, Environmental Sciences
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing and Environmental Science
Northwestern Mutual 2014 - Present
Skills
Marketing, Customer Service, Sales, Investments, Marketing Strategy, Leadership, Entrepreneurship, Microsoft Word, Public Speaking, Microsoft Excel, Investment Management, Finance, College Education..., Financial Modeling, Financial Analysis, Microsoft Powerpoint, Holistic Financial..., Microsoft Outlook, Financial Planning
Education
University of Massachusetts, Amherst
Bachelor's degree, Economics
Brookline High School
Northwestern Mutual October 2012 - Present
Northwestern Mutual Financial Network August 2009 - October 2012
Northwestern Mutual Financial Network October 2005 - August 2009
CareerBuilder September 2005 - October 2006
Billy Hork Galleries August 2004 - September 2005
Skills
Account Management, Customer Service, Insurance, Cold Calling, Sales, Disability Insurance, Salesforce.com, Business Development, Direct Sales, Employee Benefits, Finance, Financial Analysis, Human Resources, Leadership, Life Insurance, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Outlook, Public Speaking, Recruiting, PowerPoint, Retirement Planning, Sales Management, Sales Process, Selling, Series 6, Series 63, Small Business, Strategic Planning, Time Management, Training, CRM
Education
University of Michigan 2000 — 2004
BFA
TIAA-CREF January 2011 - Present
Northwestern Mutual May 2010 - January 2011
David Cohn & Associates January 2010 - May 2010
IP5280 October 2009 - January 2010
Curian Capital June 2007 - December 2008
Jackson National Life/Curian Capital April 2004 - June 2007
Believe Productions August 2001 - April 2004
Education
University of Michigan 1996 — 2000
Bachelor of Arts, Organizational Management
University of Northern London
Northwestern Mutual October 2011 - Present
John Hancock Mutual Funds January 2011 - July 2011
Fidelity Investments 2006 - 2008
Northwestern Mutual Investment Services, LLC 2001 - 2007
Envestnet Asset Management 2000 - 2002
United Asset Management 1995 - 2001
Fidelity Investments 1990 - 1995
Skills
Economics, Mutual Funds, Financial Advisory, Fidelity, Investments, Portfolio Management, Customer Relations, 401k, Insurance, Customer Service, Asset Management, Series 7, Coaching, Practice Management, Direct Sales, LinkedIn, Siebel, CRM software, Series 6, Series 63, Series 65, Retirement Planning, Retirement Income..., Capital Markets, Traditional IRA, Roth IRA, 529 Plans, 401k Rollovers, Income for Life, Rollovers, Investment Advisory, Retirement, Wealth Management, Financial Services
Education
University of Massachusetts, Amherst 1983 — 1987
B.A., Economics
Wakefield High School 1979 — 1983
Scrafano & Associates January 2014 - Present
AXA Equitable September 1994 - September 1997
Northwestern Mutual September 1992 - September 1994
Skills
Insurance, Retirement Planning, Estate Planning, Professional Liability, Annuities, Business Insurance, Life Settlements, Premium Financing, Structured Settlements
Education
University of Michigan 1984 — 1989
Bachelor of General Studies
Brother Rice High School 1980 — 1984
Feinstein Kean Healthcare August 2015 - Present
Liberty Mutual Insurance May 2013 - December 2014
Liberty Mutual Insurance May 2013 - December 2014
Northwestern Mutual October 2012 - January 2013
Bay Shore Staffing March 2010 - October 2012
The Catered Affair/MAX Ultimate Food June 2005 - March 2010
Hanover Schools April 2001 - June 2005
HookMedia August 1999 - February 2001
Contract Recruiter April 1993 - August 1999
Hollister, Inc December 1989 - April 1993
Skills
Recruiting, Cold Calling, Direct Sales, Human Resources, Sourcing, Sales Management, Sales, Teaching, Event Management, Management, Applicant Tracking..., Event Planning, Leadership, Customer Service, Social Networking, Social Media
Education
University of Massachusetts Boston 1985 — 1988
BC High
Northwestern Mutual October 2007 - Present
Northwestern Mutual 2007 - 2008
Skills
Retirement Planning, Retirement, Investments, Finance, Insurance, Financial Planners, Securities, Strategic Financial..., Series 7, Mutual Funds, Fixed Annuities, Life Insurance
Education
University of Miami 2004 — 2008
BBA, Finance
Dealogic June 2010 - Present
Northwestern Mutual April 2009 - May 2010
New York Islanders June 2008 - February 2009
New York Mets June 2007 - August 2007
Skills
Series 63, Securities, Finance, Marketing, Series 6, Sales, Microsoft Excel, Financial Analysis, Account Management, Social Media, PowerPoint, Investments, Social Media Marketing, Customer Service, Salesforce.com, Business Development, Facebook, Management, Marketing Strategy
Education
University of Michigan 2004 — 2008
BA, Sport Management
The Nathan Agencies December 2009 - Present
Branford Hall 2001 - 2011
Boston Symphony Orchestra 2010 - 2010
Northwestern Mutual January 2007 - February 2009
MassMutual Financial Group 2003 - 2006
CIGNA Healthcare March 2001 - January 2004
Education
University of Massachusetts, Amherst 2006 — 2008
BA, Management, Organizational Culture
Branford Hall
Digital Benefit Advisors August 2013 - Present
Northwestern Mutual March 2012 - July 2013
Northwestern Mutual July 2008 - March 2012
North Middlesex Savings Bank May 2006 - August 2007
Mullins Center September 2005 - May 2006
Harvest Cafe Coffee Company November 2001 - August 2004
Middlesesx Rehabilitation, Inc. November 2000 - August 2004
Ferjulians Farm Stand May 2002 - December 2002
Burger King August 2000 - May 2002
Skills
Banking, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Research, Leadership, Social Media, Public Speaking, Management, Marketing, Insurance, Training
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Arts, Economics
Hudson High School
Office Depot July 2015 - Present
Office Depot June 2014 - July 2015
Northwestern Mutual August 2013 - June 2014
QEP October 2012 - May 2013
Harren Equity Partners April 2011 - November 2012
The ComVest Group September 2007 - March 2011
Ernst & Young 2005 - 2007
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Business Valuation, Private Equity, M&A experience, Valuation, Venture Capital, Finance, Corporate Finance, Financial Planning, Corporate Development, Management
Education
University of Miami 2001 — 2005
Bachelor of Science (BS), Management Sciences and Quantitative Methods
University of Miami 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
The Blue Orchid March 2014 - Present
Ameriprise Financial Services November 2013 - February 2014
Northwestern Mutual March 2012 - November 2013
Baystate Financial July 2011 - November 2011
Waddell & Reed December 2009 - June 2010
Deutsche Bank June 2009 - September 2009
Bank of America Investment Services February 2004 - February 2008
Skills
Office Management, Superior Client Service, Phone Etiquette, Microsoft Excel, Investments, Securities, Mutual Funds, MS Office, Trading, Operations Management, Writing, Time Management, Equities, Equity Research, ACATS, Wiring Funds, Executive Level..., Series 7, Series 63, Series 66, Life Accident and Health, Insurance
Education
Rittners School of Floral Design 1979 — 1979
Certificate in Floral Design
University of Massachusetts, Amherst 1974 — 1977
Bachelor's Degree, German Studies (1974-1977) Attended
Girls Latin School 1967 — 1973
High School, College Preparatory
Houlihan Lokey 2014 - Present
BB&T Capital Markets 2013 - 2014
BB&T Capital Markets Windsor Group 2010 - 2013
The McLean Group 2010 - 2010
The McLean Group 2008 - 2010
Ronin Capital Management 2007 - 2007
Northwestern Mutual 2005 - 2007
Skills
Aerospace, Business Development, Business Strategy, Business Valuation, Corporate Finance, Defense, Due Diligence, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Private Equity, Mergers & Acquisitions, Valuation, M&A experience, LBO, Investment Banking
Education
University of Miami - School of Business 2002 — 2006
BS, Business Management & Finance
Blue Cross Blue Shield of Massachusetts July 2012 - Present
ADFC, LLC 2010 - Present
Professional Staffing Group 2011 - June 2012
Northwestern Mutual 2008 - 2010
National Basketball Association June 2008 - August 2008
Skills
Leadership, Microsoft Excel, Financial Analysis, Marketing, Customer Service, Finance, Management, PowerPoint, Sales, Social Media
Education
University of Massachusetts Dartmouth 2004 — 2008
BA, Marketing, English
Park Street School September 2012 - Present
Northwestern Mutual September 2011 - August 2012
Various Families September 2007 - August 2011
Skills
PowerPoint, Excel, Word, Outlook, Microsoft Office
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science, Psychology & Education
Soundown Corp 1998 - Present
Northwestern Mutual 1998 - 1998
Education
University of Massachusetts, Amherst 1994 — 1998
Northwestern Mutual April 2009 - Present
Ltv Mortgage and Loan Funding January 1995 - March 2009
Education
University of Miami 1988 — 1992
business
Northwestern Mutual April 2009 - Present
Education
University of Massachusetts, Amherst
State Street April 2013 - Present
State Street April 2011 - Present
State Street June 2007 - March 2011
Northwestern Mutual August 2006 - April 2007
Skills
Operations, Income, Fund Accounting, Securities, Economics, Trading, Mutual Funds, Direct Sales, Microsoft Office, Multitasker, Attention To Detail, Insurance
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Economics
Northwestern Mutual May 2011 - November 2011
Northwestern Mutual 2011 - 2011
University of Massachusetts Boston 2003 - 2008
Education
University of Massachusetts Boston
Starcom Mediavest Group April 2015 - Present
MyNais November 2014 - April 2015
Rackahm Graduate School October 2011 - May 2014
University of Michigan September 2011 - May 2014
Northwestern Mutual June 2013 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Facebook, InDesign, Photoshop, Illustrator, SPSS, Media Buying, Media Planning, Mixed Media, Market Research
Education
University of Michigan 2010 — 2014
Bachelor of Arts (BA), Communication Studies and Psychology
Northwestern Mutual January 2011 - Present
212 Marketing Solutions January 2010 - August 2010
Education
UMass Boston 2008 — 2011
BS, Management/Finance
ADP October 2014 - Present
Putnam Investments March 2013 - August 2014
Northwestern Mutual May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Java, Financial Analysis, Teamwork, HTML, Research, Accounting, Access, Windows, Social Media, Public Speaking, Outlook, Business Analysis
Education
University of Massachusetts at Lowell 2010 — 2012
Bachelor of Business Administration (BBA), Finance, GPA: 3.77
HUB International July 2014 - Present
USI Insurance Services July 2012 - July 2014
Comprehensive Insurance Providers May 2011 - July 2012
Principal Financial Group March 2008 - May 2011
Northeast Business Trust November 2006 - March 2008
Northwestern Mutual 2004 - 2006
Skills
Disability Insurance, Health Insurance, Benefits Design, Employee Benefits, Health Savings Accounts, Workers Compensation, Term Life Insurance, COBRA, Benefits Administration, Brokers, Life Insurance, Insurance, Underwriting, 401k
Education
University of Massachusetts at Lowell 1998 — 2002
BS, Criminal Justice
Northwestern Mutual July 2007 - Present
Partners HealthCare-Bulfinch Temporary Service September 2000 - July 2007
YouthCare 1996 - 2003
Skills
Insurance, Mutual Funds, Disability Insurance, Training, Retirement Planning, Event Planning, Employee Benefits
Education
University of Massachusetts Boston
BA, Psychology
Realty Capital Securities March 2015 - Present
John Hancock Investments 2012 - February 2015
Northwestern Mutual March 2011 - November 2011
Putnam Investments July 2009 - March 2011
Putnam Investments July 2009 - March 2011
Putnam Investments November 2008 - July 2009
Putnam Investments October 2007 - November 2008
Skills
Series 7, Series 63, series 66
Education
University of Massachusetts at Lowell 2005 — 2008
Bachelor degree, Business Finance
Northwestern Mutual August 2014 - Present
Skills
Series 7, Series 63, Sales, Salesforce.com, Customer Service, Microsoft Office, Streetscape, Investments, Investment Strategies, Asset Allocation
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Science (B.S.), Resource Economics
Sharon High School 2004 — 2008
Northwestern Mutual May 2012 - Present
Allied North America July 2006 - October 2010
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Arts (B.A.), Finance and Financial Management Services
Black Rock Country Club May 2004 - Present
Northwestern Mutual 2013 - 2013
Education
University of Massachusetts, Amherst 2010 — 2014
Business/Managerial Economics
weymouth high school
John Hancock Financial Services March 2015 - Present
Northwestern Mutual May 2014 - August 2014
UMass Amherst Annual Fund May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Teamwork, English, Customer Service, Financial Analysis, Social Media, Public Speaking, Data Analysis, Stata, Statistics
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Science (BS), Economics
Andover High School 2006 — 2010