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
Employee
Years
Job
Industry
Shekha Patel Shekha Patel's Northwestern Mutual Experience January 2014 - October 2014
Job Operations specialist
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Shield Hotels October 2014 - April 2015
Northwestern Mutual January 2014 - October 2014
Hampden Bank June 2013 - August 2013
Shield Hotels June 2012 - August 2012
Skills
Foreign Languages, Microsoft Excel, Microsoft Office, Management, Organizational..., Finance, Financial Analysis, Sales, Time Management, Accounting, Microsoft Word, Customer Service, Teamwork, PowerPoint, Access, Analysis, Facebook, Marketing
Education
Bryant University 2010 — 2014
Bachelor of Science (B.S.), Financial Services
The Williston Northampton School 2006 — 2010
High School
Brown Brothers Harriman April 2015 - Present
Shield Hotels October 2014 - April 2015
Northwestern Mutual January 2014 - October 2014
Hampden Bank June 2013 - August 2013
Shield Hotels June 2012 - August 2012
Skills
Foreign Languages, Microsoft Excel, Microsoft Office, Management, Organizational..., Finance, Financial Analysis, Sales, Time Management, Accounting, Microsoft Word, Customer Service, Teamwork, PowerPoint, Access, Analysis, Facebook, Marketing
Education
Bryant University 2010 — 2014
Bachelor of Science (B.S.), Financial Services
The Williston Northampton School 2006 — 2010
High School
David Fiorino David Fiorino's Northwestern Mutual Experience October 2012 - December 2012
Job Sr. Analyst at PwC
Industry Management Consulting
Experience
PwC February 2014 - Present
United World Sports January 2013 - October 2013
Northwestern Mutual October 2012 - December 2012
Bryant University September 2009 - May 2012
Skills
Microsoft Office, Stata, Eviews, Regression Analysis, Econometrics, Microsoft Excel, Microsoft Word, Social Media Marketing, PowerPoint
Education
Bryant University 2008 — 2012
Bachelor of Arts degree, Industrial Economics and Market Regulation
Glen Rock High School 2005 — 2008
PwC February 2014 - Present
United World Sports January 2013 - October 2013
Northwestern Mutual October 2012 - December 2012
Bryant University September 2009 - May 2012
Skills
Microsoft Office, Stata, Eviews, Regression Analysis, Econometrics, Microsoft Excel, Microsoft Word, Social Media Marketing, PowerPoint
Education
Bryant University 2008 — 2012
Bachelor of Arts degree, Industrial Economics and Market Regulation
Glen Rock High School 2005 — 2008
Anthony Fischetti's Northwestern Mutual Experience May 2014 - May 2015
Job Intern at Colgate Palmolive
Industry Financial Services
Experience
Colgate Palmolive June 2015 - Present
IGA Grocers June 2010 - June 2015
Northwestern Mutual May 2014 - May 2015
Skills
Finance, Stocks, Teamwork, Investments, Time Management, Analytical Skills, Business, Customer Service, Mathematics, Insurance, Analysis, Microsoft Excel
Education
Bryant University 2012 — 2016
Bachelor of Science (BS), Finance, General
Monson High School 2008 — 2012
Colgate Palmolive June 2015 - Present
IGA Grocers June 2010 - June 2015
Northwestern Mutual May 2014 - May 2015
Skills
Finance, Stocks, Teamwork, Investments, Time Management, Analytical Skills, Business, Customer Service, Mathematics, Insurance, Analysis, Microsoft Excel
Education
Bryant University 2012 — 2016
Bachelor of Science (BS), Finance, General
Monson High School 2008 — 2012
Jonathan Galego Jonathan Galego's Northwestern Mutual Experience January 2009 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2009 - Present
BNI 2013 - 2013
Bryant University 2005 - 2009
Bryant Calling Center September 2007 - December 2007
Skills
Series 63, Retirement, Securities, Leadership, Sales, Portfolio Management, Disability Insurance, Recruiting, Teaching, Wealth Management, Financial Services, Social Networking, Budgets, 401k, Management, Customer Service
Education
Bryant University 2005 — 2009
Bachelor of Science in Business Administration, Major: Finance - Minor: Sociology and Service Learning – Overall GPA: 3.55
Northwestern Mutual January 2009 - Present
BNI 2013 - 2013
Bryant University 2005 - 2009
Bryant Calling Center September 2007 - December 2007
Skills
Series 63, Retirement, Securities, Leadership, Sales, Portfolio Management, Disability Insurance, Recruiting, Teaching, Wealth Management, Financial Services, Social Networking, Budgets, 401k, Management, Customer Service
Education
Bryant University 2005 — 2009
Bachelor of Science in Business Administration, Major: Finance - Minor: Sociology and Service Learning – Overall GPA: 3.55
Tristaca Patrick, MBA Tristaca Patrick, MBA's Northwestern Mutual Experience March 2003 - September 2005
Job Family Provider/Crisis Stabilization Provider at Alternatives in Psychological Consultation
Industry Nonprofit Organization Management
Experience
Alternatives in Psychological Consultation March 2012 - Present
Corinthian Colleges September 2010 - January 2012
Northwestern Mutual March 2003 - September 2005
Housing Resources August 2002 - February 2003
Bank Mutual April 2001 - July 2002
Guaranty Bank FSB August 1999 - March 2001
Skills
Admissions, Budget Management, Financial Management, Sales Management, Leadership, Training, Sales, Teamwork, Career Counseling, Leadership Development, Credit, Higher Education, Banking, Social Media, Customer Satisfaction, Budgets
Education
University of Phoenix 2004 — 2007
Master of Business Administration, Business Management
Cardinal Stritch University 2000 — 2002
Bachelor of Science in Business Administration, Business
Bryant and Stratton College-Milwaukee 1998 — 1999
Associate and Business Management, Business
Alternatives in Psychological Consultation March 2012 - Present
Corinthian Colleges September 2010 - January 2012
Northwestern Mutual March 2003 - September 2005
Housing Resources August 2002 - February 2003
Bank Mutual April 2001 - July 2002
Guaranty Bank FSB August 1999 - March 2001
Skills
Admissions, Budget Management, Financial Management, Sales Management, Leadership, Training, Sales, Teamwork, Career Counseling, Leadership Development, Credit, Higher Education, Banking, Social Media, Customer Satisfaction, Budgets
Education
University of Phoenix 2004 — 2007
Master of Business Administration, Business Management
Cardinal Stritch University 2000 — 2002
Bachelor of Science in Business Administration, Business
Bryant and Stratton College-Milwaukee 1998 — 1999
Associate and Business Management, Business
Tyler Gay Tyler Gay's Northwestern Mutual Experience November 2008 - July 2009
Job Financial Analyst at Freedom Partners
Industry Nonprofit Organization Management
Experience
Freedom Partners April 2015 - Present
Unum September 2014 - April 2015
Unum September 2011 - September 2014
Unum October 2009 - September 2011
Broad Street Film Festival October 2009 - March 2011
Northwestern Mutual November 2008 - July 2009
The Integra Foundation June 2008 - August 2008
Skills
Disability Insurance, Employee Benefits, Finance, Customer Service, Analysis, Insurance, Leadership, Accounting, Financial Analysis, Financial Reporting, Budgets, Life Insurance, Public Speaking, Risk Management, Marketing, Sales, Microsoft Office, Financial Accounting, FMLA, Health Insurance, Microsoft Excel, Corporate Benefits, Disabilities, PowerPoint, Role Model, Positive Team Player, Customer Relations, Insurance Planning, Budget Analysis, Bank Accounting, Short Term Disability, Long Term Disability, Account Reconciliation, Accounting Research, Insurance Claims..., Group Benefits, Six Sigma, Term Life Insurance, Whole Life, Bank Reconciliation, G/L Reconciliations, Benefits Accounting, General Ledger
Education
Bryan College 2004 — 2008
Bachelor of Science, Business Administration: Management, Economics & Finance
Freedom Partners April 2015 - Present
Unum September 2014 - April 2015
Unum September 2011 - September 2014
Unum October 2009 - September 2011
Broad Street Film Festival October 2009 - March 2011
Northwestern Mutual November 2008 - July 2009
The Integra Foundation June 2008 - August 2008
Skills
Disability Insurance, Employee Benefits, Finance, Customer Service, Analysis, Insurance, Leadership, Accounting, Financial Analysis, Financial Reporting, Budgets, Life Insurance, Public Speaking, Risk Management, Marketing, Sales, Microsoft Office, Financial Accounting, FMLA, Health Insurance, Microsoft Excel, Corporate Benefits, Disabilities, PowerPoint, Role Model, Positive Team Player, Customer Relations, Insurance Planning, Budget Analysis, Bank Accounting, Short Term Disability, Long Term Disability, Account Reconciliation, Accounting Research, Insurance Claims..., Group Benefits, Six Sigma, Term Life Insurance, Whole Life, Bank Reconciliation, G/L Reconciliations, Benefits Accounting, General Ledger
Education
Bryan College 2004 — 2008
Bachelor of Science, Business Administration: Management, Economics & Finance
Bailey Puhrmann Bailey Puhrmann's Northwestern Mutual Experience May 2013 - December 2013
Job Marketing & Events Coordinator at Young Women's Resource Center
Industry Nonprofit Organization Management
Experience
Young Women's Resource Center January 2014 - Present
Northwestern Mutual May 2013 - December 2013
Iowa Sports Foundation January 2012 - February 2012
Minnesota Vikings Football, LLC September 2011 - January 2012
Skills
Event Planning, Event Management, Marketing Communications, Social Media Marketing, Fundraisers, Sports, Media Relations, Blogging, Time Management, Marketing, Social Media
Education
Buena Vista University 2009 — 2013
Bachelor of Arts (BA), Corporate Communication
Young Women's Resource Center January 2014 - Present
Northwestern Mutual May 2013 - December 2013
Iowa Sports Foundation January 2012 - February 2012
Minnesota Vikings Football, LLC September 2011 - January 2012
Skills
Event Planning, Event Management, Marketing Communications, Social Media Marketing, Fundraisers, Sports, Media Relations, Blogging, Time Management, Marketing, Social Media
Education
Buena Vista University 2009 — 2013
Bachelor of Arts (BA), Corporate Communication
Carolyn Spurway, MA, NCC Carolyn Spurway, MA, NCC's Northwestern Mutual Experience January 2011 - June 2011
Job Registered Psychotherapist
Industry Mental Health Care
Experience
University of Colorado Anschutz Medical Campus October 2014 - Present
Evergreen Psychotherapy Center Attachment Treatment & Training Institute January 2015 - August 2015
University of Colorado Denver August 2014 - December 2014
Leprino Foods August 2008 - October 2014
Northwestern Mutual January 2011 - June 2011
Boys Hope Girls Hope May 2006 - October 2009
Leprino Foods June 2005 - June 2008
Education
University of Colorado Denver 2012 — 2015
Master’s Degree, Counseling Psychology
Bucknell University 2001 — 2005
B.S. Business Administration, Business Management
University of New South Wales 2003 — 2003
Study Abroad
Mullen High School 1997 — 2001
University of Colorado Anschutz Medical Campus October 2014 - Present
Evergreen Psychotherapy Center Attachment Treatment & Training Institute January 2015 - August 2015
University of Colorado Denver August 2014 - December 2014
Leprino Foods August 2008 - October 2014
Northwestern Mutual January 2011 - June 2011
Boys Hope Girls Hope May 2006 - October 2009
Leprino Foods June 2005 - June 2008
Education
University of Colorado Denver 2012 — 2015
Master’s Degree, Counseling Psychology
Bucknell University 2001 — 2005
B.S. Business Administration, Business Management
University of New South Wales 2003 — 2003
Study Abroad
Mullen High School 1997 — 2001
Ethan Skinner Ethan Skinner's Northwestern Mutual Experience May 2011 - January 2012
Job Financial Analyst at Allstate
Industry Financial Services
Experience
Allstate November 2014 - Present
Fidelity Investments December 2013 - November 2014
Brown University February 2013 - May 2013
Elevate ROI June 2012 - August 2012
Northwestern Mutual May 2011 - January 2012
Skills
Investments, Economics, Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Strategic Planning, Strategic Financial..., Bloomberg, Microsoft Office, Retirement Planning, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Finance, Asset Allocation, Stata, Social Media, Series 7, Insurance, Series 63
Education
Brown University 2009 — 2013
Economics
Allstate November 2014 - Present
Fidelity Investments December 2013 - November 2014
Brown University February 2013 - May 2013
Elevate ROI June 2012 - August 2012
Northwestern Mutual May 2011 - January 2012
Skills
Investments, Economics, Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Strategic Planning, Strategic Financial..., Bloomberg, Microsoft Office, Retirement Planning, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Finance, Asset Allocation, Stata, Social Media, Series 7, Insurance, Series 63
Education
Brown University 2009 — 2013
Economics
Corey Tenanes's Northwestern Mutual Experience March 2011 - September 2011
Job Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
Brown Brothers Harriman August 2012 - May 2014
Boston Financial Investment Management June 2012 - September 2012
Northwestern Mutual March 2011 - September 2011
Eaglebrook School April 2006 - September 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Market Research, Financial Modeling, Investments, Access, Analytics, Customer Service, Economics, Financial Risk, General Ledger, Social Networking, Microsoft Office, Sales, Bloomberg, Accounting, Mutual Funds, Fund Accounting, Financial Statement..., Valuation, Securities, Derivatives, Bloomberg Terminal, Portfolio Management, Financial Services
Education
Bryant University 2008 — 2012
Bachelor of Science (B.S.) Business Administration, Finance
Frontier Regional High 2004 — 2008
JPMorgan Chase June 2014 - Present
Brown Brothers Harriman August 2012 - May 2014
Boston Financial Investment Management June 2012 - September 2012
Northwestern Mutual March 2011 - September 2011
Eaglebrook School April 2006 - September 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Market Research, Financial Modeling, Investments, Access, Analytics, Customer Service, Economics, Financial Risk, General Ledger, Social Networking, Microsoft Office, Sales, Bloomberg, Accounting, Mutual Funds, Fund Accounting, Financial Statement..., Valuation, Securities, Derivatives, Bloomberg Terminal, Portfolio Management, Financial Services
Education
Bryant University 2008 — 2012
Bachelor of Science (B.S.) Business Administration, Finance
Frontier Regional High 2004 — 2008
Robyn Gullickson Robyn Gullickson's Northwestern Mutual Experience December 2003 - August 2004
Job Managing Partner for CSRE, LLC
Industry Commercial Real Estate
Experience
Mohonk Mountain House November 2014 - Present
Creative Solutions in Real Estate December 2011 - February 2015
Northwestern Mutual December 2003 - August 2004
SUNY New Paltz August 1994 - August 2003
Skills
Personal Development, Organizational Design, Creative Work, Leadership Development, Coaching, Strategic Planning
Education
SUNY New Paltz 1992 — 1995
Bachelor of Science (BS), Art Education
Broome Community College 1989 — 1991
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Mohonk Mountain House November 2014 - Present
Creative Solutions in Real Estate December 2011 - February 2015
Northwestern Mutual December 2003 - August 2004
SUNY New Paltz August 1994 - August 2003
Skills
Personal Development, Organizational Design, Creative Work, Leadership Development, Coaching, Strategic Planning
Education
SUNY New Paltz 1992 — 1995
Bachelor of Science (BS), Art Education
Broome Community College 1989 — 1991
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
David Wescoe's Northwestern Mutual Experience 1999 - 2004
Job President at Efficient Market Advisors, LLC
Industry Financial Services
Experience
Efficient Market Advisors, LLC February 2014 - Present
Motion Picture Industry Pension & Health Plans 2009 - 2012
San Diego City Employees' Retirement System 2006 - 2009
Messner and Smith 2005 - 2006
Northwestern Mutual 1999 - 2004
ManpowerGroup 1994 - 1999
Nicolet Instrument Corporation 1989 - 1993
Lindquist & Vennum 1985 - 1989
US Securities and Exchange Commission 1982 - 1985
Simpson Thacher & Bartlett LLP 1979 - 1982
Education
Columbia Law School 1976 — 1979
Doctor of Law (J.D.)
University of Kansas 1975 — 1976
Bachelor's degree, Classics and Classical Languages, Literatures, and Linguistics
Brown University 1972 — 1975
Classics and Classical Languages, Literatures, and Linguistics
Trinity School 1970 — 1972
Diploma
Efficient Market Advisors, LLC February 2014 - Present
Motion Picture Industry Pension & Health Plans 2009 - 2012
San Diego City Employees' Retirement System 2006 - 2009
Messner and Smith 2005 - 2006
Northwestern Mutual 1999 - 2004
ManpowerGroup 1994 - 1999
Nicolet Instrument Corporation 1989 - 1993
Lindquist & Vennum 1985 - 1989
US Securities and Exchange Commission 1982 - 1985
Simpson Thacher & Bartlett LLP 1979 - 1982
Education
Columbia Law School 1976 — 1979
Doctor of Law (J.D.)
University of Kansas 1975 — 1976
Bachelor's degree, Classics and Classical Languages, Literatures, and Linguistics
Brown University 1972 — 1975
Classics and Classical Languages, Literatures, and Linguistics
Trinity School 1970 — 1972
Diploma
Mang Lian Mang Lian's Northwestern Mutual Experience June 2012 - May 2014
Job Master of Science in Accounting at Southern Methodist University
Industry Accounting
Experience
KPMG US August 2015 - Present
Southern Methodist University August 2014 - August 2015
Kaufman Rossin Fund Services April 2014 - February 2015
Northwestern Mutual June 2012 - May 2014
Translation & Interpretation Network May 2010 - May 2014
Advanced Fresh Concepts Franchise Corporation August 2009 - May 2010
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Master of Science (M.S.), Accounting
Southern Methodist University 2012 — 2013
Bachelor of Business Administration (BBA), Accounting
Brookhaven Community College 2010 — 2011
Associate of Science (AS), Business Administration and Management, General
Myanmar Institute of Theology 2002 — 2006
Bachelor of Art in Religious Study, Business Administration and Management, General
KPMG US August 2015 - Present
Southern Methodist University August 2014 - August 2015
Kaufman Rossin Fund Services April 2014 - February 2015
Northwestern Mutual June 2012 - May 2014
Translation & Interpretation Network May 2010 - May 2014
Advanced Fresh Concepts Franchise Corporation August 2009 - May 2010
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Master of Science (M.S.), Accounting
Southern Methodist University 2012 — 2013
Bachelor of Business Administration (BBA), Accounting
Brookhaven Community College 2010 — 2011
Associate of Science (AS), Business Administration and Management, General
Myanmar Institute of Theology 2002 — 2006
Bachelor of Art in Religious Study, Business Administration and Management, General
Korynn Bennedum Korynn Bennedum's Northwestern Mutual Experience January 2012 - September 2012
Job Manager, Human Resources
Industry Human Resources
Experience
Sodexo September 2014 - Present
Universal Instruments Corporation August 2014 - September 2014
ManpowerGroup September 2013 - June 2014
ManpowerGroup August 2012 - September 2013
Northwestern Mutual January 2012 - September 2012
EXPRESS September 2011 - September 2012
Victoria's Secret February 2010 - September 2012
Self-Employed January 2009 - September 2012
Skills
Human Resources, Recruiting, Training, Career Development, Career Assessment, Negotiation, Problem Solving, Communicaitons, Resume Writing, Screening Resumes, Employment Verifications, Terminations, Sales, Job Fairs, Public Speaking, Talent Acquisition, Staffing Services, Internet Recruiting, Technical Recruiting, Blogging, Strategic Planning, Talent Management, Employee Training, Performance Management, Management, Employee Relations, HR Policies, Conflict Resolution, Leadership Development, Networking, Account Management, Leadership, Permanent Placement, HRIS, Customer Service, Onboarding, Coaching, Deferred Compensation, Organizational..., Interviews, Payroll, Contract Recruitment, Succession Planning, Applicant Tracking..., Career Counseling, Benefits Administration, Employee Engagement, Communication
Education
Broome Community College 2007 — 2010
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Sodexo September 2014 - Present
Universal Instruments Corporation August 2014 - September 2014
ManpowerGroup September 2013 - June 2014
ManpowerGroup August 2012 - September 2013
Northwestern Mutual January 2012 - September 2012
EXPRESS September 2011 - September 2012
Victoria's Secret February 2010 - September 2012
Self-Employed January 2009 - September 2012
Skills
Human Resources, Recruiting, Training, Career Development, Career Assessment, Negotiation, Problem Solving, Communicaitons, Resume Writing, Screening Resumes, Employment Verifications, Terminations, Sales, Job Fairs, Public Speaking, Talent Acquisition, Staffing Services, Internet Recruiting, Technical Recruiting, Blogging, Strategic Planning, Talent Management, Employee Training, Performance Management, Management, Employee Relations, HR Policies, Conflict Resolution, Leadership Development, Networking, Account Management, Leadership, Permanent Placement, HRIS, Customer Service, Onboarding, Coaching, Deferred Compensation, Organizational..., Interviews, Payroll, Contract Recruitment, Succession Planning, Applicant Tracking..., Career Counseling, Benefits Administration, Employee Engagement, Communication
Education
Broome Community College 2007 — 2010
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Cal Wilcox M.B.A. Cal Wilcox M.B.A.'s Northwestern Mutual Experience March 2002 - March 2005
Job Vice President Senior Banker
Industry Banking
Experience
PNC September 2012 - Present
Bakery Barn, Inc. July 2008 - August 2012
PNC Bank March 2004 - July 2008
Northwestern Mutual March 2002 - March 2005
Skills
Commercial Lending, Cash Flow Lending, Treasury Management, Cash Management, Sales Management, Business Strategy, New Business Development, Forecasting, Strategic Planning, Manufacturing, Product Management, Nutrition, Marketing, Sales, Sports Nutrition, Vendor Relationships, Leadership, Banking, Finance, Strategy, Management, Financial Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2014
Master of Business Administration (M.B.A.)
Bucknell University 1994 — 1998
Bachelor of Arts (B.A.), Political Science
Magnolia High School 1990 — 1994
PNC September 2012 - Present
Bakery Barn, Inc. July 2008 - August 2012
PNC Bank March 2004 - July 2008
Northwestern Mutual March 2002 - March 2005
Skills
Commercial Lending, Cash Flow Lending, Treasury Management, Cash Management, Sales Management, Business Strategy, New Business Development, Forecasting, Strategic Planning, Manufacturing, Product Management, Nutrition, Marketing, Sales, Sports Nutrition, Vendor Relationships, Leadership, Banking, Finance, Strategy, Management, Financial Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2014
Master of Business Administration (M.B.A.)
Bucknell University 1994 — 1998
Bachelor of Arts (B.A.), Political Science
Magnolia High School 1990 — 1994
Haley Strausser Haley Strausser's Northwestern Mutual Experience May 2011 - August 2011
Job Senior Analyst Acquisition Marketing at American Express OPEN
Industry Financial Services
Experience
American Express OPEN March 2015 - Present
American Express May 2013 - March 2015
JPMorgan Chase June 2012 - May 2013
Northwestern Mutual May 2011 - August 2011
Skills
Lead Generation, Marketing Analytics, Email Marketing, Customer Acquisition, B2B Marketing, Multi-channel Marketing, Demand Generation, Marketing Automation, Financial Analysis
Education
Brown University 2008 — 2012
BA, Economics
Campolindo High School 2004 — 2008
American Express OPEN March 2015 - Present
American Express May 2013 - March 2015
JPMorgan Chase June 2012 - May 2013
Northwestern Mutual May 2011 - August 2011
Skills
Lead Generation, Marketing Analytics, Email Marketing, Customer Acquisition, B2B Marketing, Multi-channel Marketing, Demand Generation, Marketing Automation, Financial Analysis
Education
Brown University 2008 — 2012
BA, Economics
Campolindo High School 2004 — 2008
Andy Puhrmann's Northwestern Mutual Experience May 2011 - Present
Job Financial Advisor and College Unit Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2011 - Present
Education
Buena Vista University 2008 — 2012
Bachelor of Arts (B.A.), Human Resources Management/ Economics
Northwestern Mutual May 2011 - Present
Education
Buena Vista University 2008 — 2012
Bachelor of Arts (B.A.), Human Resources Management/ Economics
Jason R. Lavallee Jason R. Lavallee's Northwestern Mutual Experience April 2011 - July 2011
Job Personal Risk Manager at Field Eddy Financial Group
Industry Financial Services
Experience
MetLife Fiancial Group of Massachusetts April 2012 - May 2012
Group One Financial, LLC July 2011 - August 2011
Northwestern Mutual April 2011 - July 2011
Education
Bryant University 2007 — 2011
Bachelor of Business Administration (BBA), Finance
MetLife Fiancial Group of Massachusetts April 2012 - May 2012
Group One Financial, LLC July 2011 - August 2011
Northwestern Mutual April 2011 - July 2011
Education
Bryant University 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Ronald Laub Jr Ronald Laub Jr's Northwestern Mutual Experience June 2015 - September 2015
Job Financial Representative at Northwestern Mutual
Industry Logistics and Supply Chain
Experience
Northwestern Mutual June 2015 - September 2015
Bonefish Grill September 2014 - March 2015
Olive Garden September 2013 - September 2014
Acme Markets February 2013 - December 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Time Management, Teamwork, Sales, Customer Satisfaction, Negotiation, Hospitality
Education
West Virginia University 2015 — 2018
Bachelor's degree, Logistics, Materials, and Supply Chain Management, GPA: TBD
Bucks County Community College 2013 — 2014
Business, Business Administration and Management, General, GPA: 3.32
William Tennent 2008 — 2013
High school diploma
Northwestern Mutual June 2015 - September 2015
Bonefish Grill September 2014 - March 2015
Olive Garden September 2013 - September 2014
Acme Markets February 2013 - December 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Time Management, Teamwork, Sales, Customer Satisfaction, Negotiation, Hospitality
Education
West Virginia University 2015 — 2018
Bachelor's degree, Logistics, Materials, and Supply Chain Management, GPA: TBD
Bucks County Community College 2013 — 2014
Business, Business Administration and Management, General, GPA: 3.32
William Tennent 2008 — 2013
High school diploma
Joseph Budzinski Joseph Budzinski's Northwestern Mutual Experience July 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Marketing and Advertising
Experience
Northwestern Mutual July 2015 - Present
Sales and Marketing Group October 2013 - January 2015
MedAvante April 2013 - November 2013
BioClinica July 2011 - January 2013
Education
Bucknell University 2007 — 2011
Bachelor of Arts, Biology
Holy Ghost Preparatory School 2003 — 2007
Bachelor of Arts (B.A.)
Northwestern Mutual July 2015 - Present
Sales and Marketing Group October 2013 - January 2015
MedAvante April 2013 - November 2013
BioClinica July 2011 - January 2013
Education
Bucknell University 2007 — 2011
Bachelor of Arts, Biology
Holy Ghost Preparatory School 2003 — 2007
Bachelor of Arts (B.A.)
Liz Rizzi Liz Rizzi's Northwestern Mutual Experience February 2011 - May 2011
Job Corporate Recruitment at Santander Bank, N.A.
Industry Staffing and Recruiting
Experience
Santander Bank, N.A. April 2015 - Present
STAR Solutions RPO June 2014 - April 2015
Infinity Consulting Solutions, Inc. May 2012 - May 2014
Terrapinn May 2011 - May 2012
Northwestern Mutual February 2011 - May 2011
Skills
Portuguese, Spanish, English, Budgets, Recruiting, Latin America, Cold Calling Experience, Leadership, Human Resources, Sales, Interviews, College Recruiting, Talent Management, Training, Time Management, Information Technology, Staffing Services, Social Media, Sourcing, Account Management, Screening, Networking, Technical Recruiting, Talent Acquisition, JobDiva, IT Recruitment, Executive Search, Internet Recruiting, Contract Recruitment
Education
Brookdale Community College
AA, Business Admistration
New Jersey City University
BA, Business Administration and Management, General
Santander Bank, N.A. April 2015 - Present
STAR Solutions RPO June 2014 - April 2015
Infinity Consulting Solutions, Inc. May 2012 - May 2014
Terrapinn May 2011 - May 2012
Northwestern Mutual February 2011 - May 2011
Skills
Portuguese, Spanish, English, Budgets, Recruiting, Latin America, Cold Calling Experience, Leadership, Human Resources, Sales, Interviews, College Recruiting, Talent Management, Training, Time Management, Information Technology, Staffing Services, Social Media, Sourcing, Account Management, Screening, Networking, Technical Recruiting, Talent Acquisition, JobDiva, IT Recruitment, Executive Search, Internet Recruiting, Contract Recruitment
Education
Brookdale Community College
AA, Business Admistration
New Jersey City University
BA, Business Administration and Management, General
Edward Mooney's Northwestern Mutual Experience April 2013 - November 2013
Job Account Manager at Amica Mutual Insurance
Industry Insurance
Experience
Amica Mutual Insurance December 2014 - Present
Amica Mutual Insurance June 2014 - December 2014
Northwestern Mutual April 2013 - November 2013
Springfield Cemetery June 2006 - March 2013
Springfield Falcons December 2012 - January 2013
Skills
Recruiting, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Event Planning, Teamwork, Social Networking, Team Leadership, Marketing, Leadership, Event Management, Social Media, Financial Services, Life Insurance, Long Term Care Insurance, Networking, Sales, Customer Service, Facebook, Social Media Marketing, Time Management, Management, Insurance
Education
Bryant University 2010 — 2014
Bachelor's Degree
Westfield High School 2006 — 2010
Amica Mutual Insurance December 2014 - Present
Amica Mutual Insurance June 2014 - December 2014
Northwestern Mutual April 2013 - November 2013
Springfield Cemetery June 2006 - March 2013
Springfield Falcons December 2012 - January 2013
Skills
Recruiting, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Event Planning, Teamwork, Social Networking, Team Leadership, Marketing, Leadership, Event Management, Social Media, Financial Services, Life Insurance, Long Term Care Insurance, Networking, Sales, Customer Service, Facebook, Social Media Marketing, Time Management, Management, Insurance
Education
Bryant University 2010 — 2014
Bachelor's Degree
Westfield High School 2006 — 2010
Tanya A Famayegun Tanya A Famayegun's Northwestern Mutual Experience November 1999 - April 2006
Job Sr. Payroll Accountant
Industry Food & Beverages
Experience
Compass Group August 2014 - Present
Ingersoll Rand January 2011 - June 2014
Ajilon Finance Solutions - Ingersoll Rand October 2010 - January 2011
Ajilon Finance Solutions - Ingersol Rand April 2010 - October 2010
Accountemps - Youth Homes, Inc. December 2008 - February 2010
Accountemps - Miller Brewing Company May 2008 - August 2008
Luphiel Financial Services Inc April 2006 - April 2008
Northwestern Mutual November 1999 - April 2006
Skills
Payroll, Accounts Payable, Accounts Receivable, PeopleSoft, Invoicing, QuickBooks, Bank Reconciliation, Journal Entries, Accounting, Access, Employee Benefits, Human Resources, Finance, Analysis, Time Management, Microsoft Excel, Nonprofits, Payments, Expenses, Financial Statements, General Ledger
Education
Ottawa University-Online 2006 — 2011
Bachelor's Degree
Bryant and Stratton College-Milwaukee 1994 — 1996
Associate of Arts (A.A.)
Washington High School
Washington High School
Compass Group August 2014 - Present
Ingersoll Rand January 2011 - June 2014
Ajilon Finance Solutions - Ingersoll Rand October 2010 - January 2011
Ajilon Finance Solutions - Ingersol Rand April 2010 - October 2010
Accountemps - Youth Homes, Inc. December 2008 - February 2010
Accountemps - Miller Brewing Company May 2008 - August 2008
Luphiel Financial Services Inc April 2006 - April 2008
Northwestern Mutual November 1999 - April 2006
Skills
Payroll, Accounts Payable, Accounts Receivable, PeopleSoft, Invoicing, QuickBooks, Bank Reconciliation, Journal Entries, Accounting, Access, Employee Benefits, Human Resources, Finance, Analysis, Time Management, Microsoft Excel, Nonprofits, Payments, Expenses, Financial Statements, General Ledger
Education
Ottawa University-Online 2006 — 2011
Bachelor's Degree
Bryant and Stratton College-Milwaukee 1994 — 1996
Associate of Arts (A.A.)
Washington High School
Washington High School
Joe Ouellette Joe Ouellette's Northwestern Mutual Experience January 2009 - June 2009
Job Construction Manager at SAI Communications
Industry Telecommunications
Experience
SAI Communications November 2012 - Present
SAI Communications March 2011 - November 2012
Boston Wireless January 2010 - October 2010
Northwestern Mutual January 2009 - June 2009
Skills
Microsoft Office, Wireless, Project Management, Microsoft Excel, Telecommunications, Customer Service, Leadership, Program Management, Business Development, Account Management, Contract Negotiation, Project Planning, Budgets, Sales Management
Education
Bryant University 2006 — 2009
B.A. in Business Administration, Finance, Communications
Salem High School 2001 — 2005
SAI Communications November 2012 - Present
SAI Communications March 2011 - November 2012
Boston Wireless January 2010 - October 2010
Northwestern Mutual January 2009 - June 2009
Skills
Microsoft Office, Wireless, Project Management, Microsoft Excel, Telecommunications, Customer Service, Leadership, Program Management, Business Development, Account Management, Contract Negotiation, Project Planning, Budgets, Sales Management
Education
Bryant University 2006 — 2009
B.A. in Business Administration, Finance, Communications
Salem High School 2001 — 2005
Drew Blagojevic Drew Blagojevic's Northwestern Mutual Experience 1997 - 1999
Job Financial Specialist with PNC Bank
Industry Financial Services
Experience
PNC April 2014 - Present
Roster Financial September 2012 - June 2013
Aflac June 2010 - January 2013
AIG American General October 2007 - June 2009
Lincoln Financial Distributors October 2003 - September 2007
Delaware Investments March 2001 - October 2003
First Investors 2000 - 2000
Northwestern Mutual 1997 - 1999
Skills
Finance, Small Business, Employee Benefits, Financial Advisory, Financial Planning, Financial Services, Health Insurance, Fixed Annuities, Long-term Care, Retirement, Mutual Funds, Sales, Retirement Planning, Series 6, Series 63, Wealth, Term Life Insurance
Education
Centenary College 1994 — 1997
BS
Bucks County Community College 1992 — 1994
Assoc.
Rutgers, The State University of New Jersey-Newark 1990 — 1992
Central Bucks High School East 1987 — 1990
Diploma
PNC April 2014 - Present
Roster Financial September 2012 - June 2013
Aflac June 2010 - January 2013
AIG American General October 2007 - June 2009
Lincoln Financial Distributors October 2003 - September 2007
Delaware Investments March 2001 - October 2003
First Investors 2000 - 2000
Northwestern Mutual 1997 - 1999
Skills
Finance, Small Business, Employee Benefits, Financial Advisory, Financial Planning, Financial Services, Health Insurance, Fixed Annuities, Long-term Care, Retirement, Mutual Funds, Sales, Retirement Planning, Series 6, Series 63, Wealth, Term Life Insurance
Education
Centenary College 1994 — 1997
BS
Bucks County Community College 1992 — 1994
Assoc.
Rutgers, The State University of New Jersey-Newark 1990 — 1992
Central Bucks High School East 1987 — 1990
Diploma
Anthony Falls Anthony Falls's Northwestern Mutual Experience November 2011 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2011 - Present
PepsiCo - Frito Lay October 2006 - November 2011
Education
Bryan College
Chattanooga State Community College
Northwestern Mutual November 2011 - Present
PepsiCo - Frito Lay October 2006 - November 2011
Education
Bryan College
Chattanooga State Community College
Autumn Latimore Autumn Latimore's Northwestern Mutual Experience November 2013 - Present
Job Assistant Director of Public Relations at Northwestern Mutual
Industry Marketing and Advertising
Experience
Northwestern Mutual November 2013 - Present
Associated Bank September 2010 - Present
GE Healthcare July 2008 - September 2010
GE Healthcare April 2003 - July 2008
S C Johnson 2001 - 2003
Mayo Clinic 1997 - 2001
Dominion (formerly Consolidated Natural Gas) November 1993 - October 1997
Pittsburgh Zoo 1990 - 1992
Alcoa 1985 - 1989
Skills
Marketing Communications, Public Relations, Crisis Communications, Internal Communications, Corporate Communications, Strategic Communications, Thought Leadership, Integrated Marketing, Community Engagement, Social Media..., Writing, Video Production, Nonprofits, Script-writing, Editing, Media Relations, Product Marketing, Strategy, Social Media, Brand Management, Crisis Management, Leadership
Education
Cardinal Stritch University - African American Leadership Program 2012 — 2013
Carnegie Mellon University 1995 — 1997
MBA, Non-Profit Management
Harvard University 1989 — 1989
Publishing
Brown University 1985 — 1989
BA - Modern Culture and Media, Writing and Media
Northwestern Mutual November 2013 - Present
Associated Bank September 2010 - Present
GE Healthcare July 2008 - September 2010
GE Healthcare April 2003 - July 2008
S C Johnson 2001 - 2003
Mayo Clinic 1997 - 2001
Dominion (formerly Consolidated Natural Gas) November 1993 - October 1997
Pittsburgh Zoo 1990 - 1992
Alcoa 1985 - 1989
Skills
Marketing Communications, Public Relations, Crisis Communications, Internal Communications, Corporate Communications, Strategic Communications, Thought Leadership, Integrated Marketing, Community Engagement, Social Media..., Writing, Video Production, Nonprofits, Script-writing, Editing, Media Relations, Product Marketing, Strategy, Social Media, Brand Management, Crisis Management, Leadership
Education
Cardinal Stritch University - African American Leadership Program 2012 — 2013
Carnegie Mellon University 1995 — 1997
MBA, Non-Profit Management
Harvard University 1989 — 1989
Publishing
Brown University 1985 — 1989
BA - Modern Culture and Media, Writing and Media
Kevin Almeida Kevin Almeida's Northwestern Mutual Experience August 2011 - September 2011
Job IFS NAV Specialist at State Street
Industry Financial Services
Experience
State Street June 2012 - Present
Bed Bath & Beyond May 2008 - May 2013
Northwestern Mutual August 2011 - September 2011
Skills
Excel, Customer Service, Microsoft Office, Financial Modeling, Financial Analysis
Education
Bryant University 2010 — 2012
Bachelor of Science in Business Administration, Finance, 3.0
Bryant University 2010 — 2012
Bachelor of Science in Business Administration, Finance
State Street June 2012 - Present
Bed Bath & Beyond May 2008 - May 2013
Northwestern Mutual August 2011 - September 2011
Skills
Excel, Customer Service, Microsoft Office, Financial Modeling, Financial Analysis
Education
Bryant University 2010 — 2012
Bachelor of Science in Business Administration, Finance, 3.0
Bryant University 2010 — 2012
Bachelor of Science in Business Administration, Finance
Jessica Echerd's Northwestern Mutual Experience July 2015 - Present
Job Director of Operations and Recruitment at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2015 - Present
Northwestern Mutual January 2013 - Present
Battelle 2011 - 2013
Point 3 Media 2009 - 2011
Patrick Keeble/Raven Marketing 2005 - 2009
Strohl Systems Group 2004 - 2005
Skills
Recruiting, Time Management, Talent Acquisition, Interviews, Human Resources, College Recruiting, Finance, Technical Recruiting, Volunteering, Talent Management, Applicant Tracking..., Customer Service, Public Speaking, Sales, Leadership
Education
Bryan College
Bachelor of Arts (B.A.), English Language and Literature, General
Northwestern Mutual July 2015 - Present
Northwestern Mutual January 2013 - Present
Battelle 2011 - 2013
Point 3 Media 2009 - 2011
Patrick Keeble/Raven Marketing 2005 - 2009
Strohl Systems Group 2004 - 2005
Skills
Recruiting, Time Management, Talent Acquisition, Interviews, Human Resources, College Recruiting, Finance, Technical Recruiting, Volunteering, Talent Management, Applicant Tracking..., Customer Service, Public Speaking, Sales, Leadership
Education
Bryan College
Bachelor of Arts (B.A.), English Language and Literature, General
Andrew Pelletier's Northwestern Mutual Experience May 2013 - December 2013
Job Research Associate,Technology and Services at SiriusDecisions
Industry
Experience
SiriusDecisions August 2014 - Present
Grand Rental Station May 2011 - August 2014
Planning and Institutional Research, Bryant University March 2012 - May 2014
Northwestern Mutual May 2013 - December 2013
Bryant University - Audio Visual October 2012 - December 2012
Skills
Analysis, Research, Finance, Microsoft Office, Teamwork, Customer Service, Financial Analysis, Project Management, Entrepreneurship, Sales, Forecasting, Time Management, Project Planning, Data Analysis
Education
Bryant University 2010 — 2014
BSBA, Finance, Actuarial Mathematics, Computer & Information Systems
SiriusDecisions August 2014 - Present
Grand Rental Station May 2011 - August 2014
Planning and Institutional Research, Bryant University March 2012 - May 2014
Northwestern Mutual May 2013 - December 2013
Bryant University - Audio Visual October 2012 - December 2012
Skills
Analysis, Research, Finance, Microsoft Office, Teamwork, Customer Service, Financial Analysis, Project Management, Entrepreneurship, Sales, Forecasting, Time Management, Project Planning, Data Analysis
Education
Bryant University 2010 — 2014
BSBA, Finance, Actuarial Mathematics, Computer & Information Systems
Lisa Pachence's Northwestern Mutual Experience August 2012 - December 2013
Job Life, Leadership, and Career Coach
Industry Professional Training & Coaching
Experience
LP Consulting January 2014 - Present
LP Coaching January 2014 - Present
Northwestern Mutual August 2012 - December 2013
ShopWiki.com April 2011 - July 2012
Alleycorp/ShopWiki.com April 2009 - April 2011
Gilt Groupe/Alleycorp July 2008 - April 2009
Teach for America 2007 - 2008
Skills
Recruiting, Human Resources, Leadership, Social Media, College Recruiting, Event Planning, Social Networking, Training, Onboarding, Coaching, Time Management, Leadership Development, Salesforce.com, CRM, Public Relations, Marketing Strategy, Management, Internet Recruiting, SEO, Quality Assurance, Career Development..., Affiliate Marketing, Affiliate Relations, Wellness Coaching, Executive Coaching, Sales Logix, Internet Communications, Lifestyle Coaching, Business Coaching, Online Editing
Education
Accomplishment Coaching 2014 — 2015
ICF Coaching Certification, Life and Leadership
Bucknell University 2003 — 2007
BA, Anthropology, Spanish, Geography, Economics, Summa Cum Laude
The Pennington School 1999 — 2003
Bachelor of Arts (B.A.)
LP Consulting January 2014 - Present
LP Coaching January 2014 - Present
Northwestern Mutual August 2012 - December 2013
ShopWiki.com April 2011 - July 2012
Alleycorp/ShopWiki.com April 2009 - April 2011
Gilt Groupe/Alleycorp July 2008 - April 2009
Teach for America 2007 - 2008
Skills
Recruiting, Human Resources, Leadership, Social Media, College Recruiting, Event Planning, Social Networking, Training, Onboarding, Coaching, Time Management, Leadership Development, Salesforce.com, CRM, Public Relations, Marketing Strategy, Management, Internet Recruiting, SEO, Quality Assurance, Career Development..., Affiliate Marketing, Affiliate Relations, Wellness Coaching, Executive Coaching, Sales Logix, Internet Communications, Lifestyle Coaching, Business Coaching, Online Editing
Education
Accomplishment Coaching 2014 — 2015
ICF Coaching Certification, Life and Leadership
Bucknell University 2003 — 2007
BA, Anthropology, Spanish, Geography, Economics, Summa Cum Laude
The Pennington School 1999 — 2003
Bachelor of Arts (B.A.)
Brett Patrick Brett Patrick's Northwestern Mutual Experience November 2013 - May 2014
Job Performance Manager at Red Ventures
Industry Marketing and Advertising
Experience
Red Ventures June 2014 - Present
Northwestern Mutual November 2013 - May 2014
The Home Depot March 2013 - May 2014
Target November 2011 - March 2013
Link Staffing Services May 2010 - August 2010
Skills
Retail Sales, Health, Fitness, Entrepreneurship, Business Development, Job Placements, Business Ideas, Motivated self-starter, Highly Ambitious, Self-driven, Critical Thinking, Sales, Customer Service, Time Management, Athletics, Team-oriented, Telephone Skills, Visual Merchandising, Inventory, Merchandising, Planograms, People-oriented, Goal Oriented, Inventory Control, People Skills, Teamwork, Leadership, PowerPoint, Microsoft Excel, Management, Training
Education
University of North Carolina at Wilmington 2012 — 2014
Bachelor of Science in Business Administration, Entrepreneurship and Business Development
Brunswick Community College 2010 — 2012
Associate of Arts (AA), College Transfer
Olympic High 2005 — 2009
Red Ventures June 2014 - Present
Northwestern Mutual November 2013 - May 2014
The Home Depot March 2013 - May 2014
Target November 2011 - March 2013
Link Staffing Services May 2010 - August 2010
Skills
Retail Sales, Health, Fitness, Entrepreneurship, Business Development, Job Placements, Business Ideas, Motivated self-starter, Highly Ambitious, Self-driven, Critical Thinking, Sales, Customer Service, Time Management, Athletics, Team-oriented, Telephone Skills, Visual Merchandising, Inventory, Merchandising, Planograms, People-oriented, Goal Oriented, Inventory Control, People Skills, Teamwork, Leadership, PowerPoint, Microsoft Excel, Management, Training
Education
University of North Carolina at Wilmington 2012 — 2014
Bachelor of Science in Business Administration, Entrepreneurship and Business Development
Brunswick Community College 2010 — 2012
Associate of Arts (AA), College Transfer
Olympic High 2005 — 2009
Tyler Finken's Northwestern Mutual Experience January 2011 - December 2011
Job Life and Annuity Marketer/Licensed Independent Agent at Western Marketing Associates, Corp.
Industry Insurance
Experience
Western Marketing Associates, Corp. October 2011 - Present
Northwestern Mutual January 2011 - December 2011
Skills
Insurance, Customer Service, Marketing Strategy, Marketing, Strategic Planning, Sales Management, New Business Development, Marketing Communications, Sales, Account Management, Microsoft Office, Microsoft Excel, Fixed Annuities, Training
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science, Marketing
Buena Vista University 2007 — 2008
Business Administration, Management and Operations
Western Marketing Associates, Corp. October 2011 - Present
Northwestern Mutual January 2011 - December 2011
Skills
Insurance, Customer Service, Marketing Strategy, Marketing, Strategic Planning, Sales Management, New Business Development, Marketing Communications, Sales, Account Management, Microsoft Office, Microsoft Excel, Fixed Annuities, Training
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science, Marketing
Buena Vista University 2007 — 2008
Business Administration, Management and Operations
Craig Bradford Craig Bradford's Northwestern Mutual Experience June 2007 - January 2008
Job Supply Trading analyst at Motiva Enterprises LLC
Industry Oil & Energy
Experience
Motiva Enterprises LLC July 2015 - Present
GDF SUEZ December 2014 - July 2015
Direct Energy November 2013 - December 2014
Direct Energy November 2011 - November 2013
Tulane University June 2011 - November 2011
Hancock Horizon Burkenroad Fund September 2010 - January 2011
Northwestern Mutual June 2007 - January 2008
Skills
Visual Basic, Valuation, Portfolio Management, Finance, Data Analysis, Access, Software Documentation, Accounting, Windows, Bloomberg Terminal, Financial Modeling, Commodity Markets, Microsoft Excel, Matlab, Programming, Energy Markets, SQL, Investments, Options, Commodity, Securities, Energy, Natural Gas, VBA, Trading, Hedging
Education
Tulane University 2010 — 2011
A. B Freeman school of business; Master, Finance; 2011
Bryant University 2005 — 2009
Bachelor of Science, Business Administration; Finance and Economics
University of Limerick 2008 — 2008
Irish life and Literature
Victoria University of Wellington 2006 — 2007
Maori Studies
Motiva Enterprises LLC July 2015 - Present
GDF SUEZ December 2014 - July 2015
Direct Energy November 2013 - December 2014
Direct Energy November 2011 - November 2013
Tulane University June 2011 - November 2011
Hancock Horizon Burkenroad Fund September 2010 - January 2011
Northwestern Mutual June 2007 - January 2008
Skills
Visual Basic, Valuation, Portfolio Management, Finance, Data Analysis, Access, Software Documentation, Accounting, Windows, Bloomberg Terminal, Financial Modeling, Commodity Markets, Microsoft Excel, Matlab, Programming, Energy Markets, SQL, Investments, Options, Commodity, Securities, Energy, Natural Gas, VBA, Trading, Hedging
Education
Tulane University 2010 — 2011
A. B Freeman school of business; Master, Finance; 2011
Bryant University 2005 — 2009
Bachelor of Science, Business Administration; Finance and Economics
University of Limerick 2008 — 2008
Irish life and Literature
Victoria University of Wellington 2006 — 2007
Maori Studies
A. Gregory Finkell's Northwestern Mutual Experience August 2010 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual August 2010 - Present
Simpson, Thacher & Bartlett September 2007 - July 2010
Education
Brooklyn Law School 2004 — 2007
JD
Colgate University 1994 — 1998
The Albany Academy 1988 — 1994
Northwestern Mutual August 2010 - Present
Simpson, Thacher & Bartlett September 2007 - July 2010
Education
Brooklyn Law School 2004 — 2007
JD
Colgate University 1994 — 1998
The Albany Academy 1988 — 1994
Kevin Arruda Kevin Arruda's Northwestern Mutual Experience January 2007 - February 2008
Job Portfolio Oversight Manager, VP at U.S. Trust
Industry Investment Management
Experience
U.S. Trust October 2014 - Present
Citizens Bank September 2013 - October 2014
Merrill Lynch March 2008 - September 2013
Archway Investment Fund, Bryant University September 2012 - December 2012
Northwestern Mutual January 2007 - February 2008
Skills
FINRA Series 6, FINRA Series 7, FINRA Series 63, FINRA Series 65, Security Analysis, Financial Modeling, Equity Research, Investments, Asset Allocation, Securities, Trading, Series 7, Strategic Financial..., Mutual Funds, Finance, Series 63
Education
Bryant University 2009 — 2013
BS, Finance, 3.67
Bristol Community College 2007 — 2009
AA, Business, 3.84
U.S. Trust October 2014 - Present
Citizens Bank September 2013 - October 2014
Merrill Lynch March 2008 - September 2013
Archway Investment Fund, Bryant University September 2012 - December 2012
Northwestern Mutual January 2007 - February 2008
Skills
FINRA Series 6, FINRA Series 7, FINRA Series 63, FINRA Series 65, Security Analysis, Financial Modeling, Equity Research, Investments, Asset Allocation, Securities, Trading, Series 7, Strategic Financial..., Mutual Funds, Finance, Series 63
Education
Bryant University 2009 — 2013
BS, Finance, 3.67
Bristol Community College 2007 — 2009
AA, Business, 3.84
Spencer Eriksen Spencer Eriksen's Northwestern Mutual Experience March 2009 - March 2010
Job Specialized Banking Credit Analyst at Citizens Commercial Bank
Industry Banking
Experience
Citizens Commercial Banking June 2014 - Present
Citizens Bank June 2011 - May 2014
Northwestern Mutual March 2009 - March 2010
Skills
Financial Analysis, Investments, Portfolio Management, Financial Modeling, Finance, Insurance, Equities, Strategic Financial..., Microsoft Excel, Bloomberg, Sales, Risk Management
Education
Bryant University 2007 — 2011
BSBA, Finance and Economics
Citizens Commercial Banking June 2014 - Present
Citizens Bank June 2011 - May 2014
Northwestern Mutual March 2009 - March 2010
Skills
Financial Analysis, Investments, Portfolio Management, Financial Modeling, Finance, Insurance, Equities, Strategic Financial..., Microsoft Excel, Bloomberg, Sales, Risk Management
Education
Bryant University 2007 — 2011
BSBA, Finance and Economics
Ana Mungo Ana Mungo's Northwestern Mutual Experience January 2012 - May 2013
Job J.D. Candidate at Brooklyn Law School
Industry Law Practice
Experience
UNFCU March 2015 - Present
BNY Mellon June 2013 - August 2014
Northwestern Mutual January 2012 - May 2013
Skills
Leadership, Microsoft Office, Time Management, Mutual Funds, Insurance, Customer Service, SEC filings, Regulatory Filings, EDGAR filings, Proxy Statements, Press Releases, Sales, Public Speaking, Securities, Closed-end Funds, Legal Research, Legal Writing, Credit Unions, Regulatory Compliance, Financial Regulation
Education
Brooklyn Law School 2014 — 2017
Juris Doctor (J.D.)
Duquesne University 2012 — 2013
American Bar Association Approved Certificate in General Paralegal Studies
Duquesne University 2009 — 2011
Bachelor's Degree, English Language and Literature, General, Cum Laude
University of Maryland Baltimore County 2007 — 2009
UNFCU March 2015 - Present
BNY Mellon June 2013 - August 2014
Northwestern Mutual January 2012 - May 2013
Skills
Leadership, Microsoft Office, Time Management, Mutual Funds, Insurance, Customer Service, SEC filings, Regulatory Filings, EDGAR filings, Proxy Statements, Press Releases, Sales, Public Speaking, Securities, Closed-end Funds, Legal Research, Legal Writing, Credit Unions, Regulatory Compliance, Financial Regulation
Education
Brooklyn Law School 2014 — 2017
Juris Doctor (J.D.)
Duquesne University 2012 — 2013
American Bar Association Approved Certificate in General Paralegal Studies
Duquesne University 2009 — 2011
Bachelor's Degree, English Language and Literature, General, Cum Laude
University of Maryland Baltimore County 2007 — 2009
Palmer Hilton Palmer Hilton's Northwestern Mutual Experience November 2014 - Present
Job J.D. Candidate University of North Carolina School of Law
Industry Law Practice
Experience
University of North Carolina at Chapel Hill April 2015 - Present
Northwestern Mutual November 2014 - Present
Nevada Attorney General's Office August 2014 - Present
Northwestern Mutual May 2013 - March 2014
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Accounting, Financial Analysis, Teamwork, Customer Service, Event Planning, Finance
Education
University of North Carolina School of Law 2015 — 2018
Juris Doctor, Environmental law
Bucknell University 2010 — 2014
Bachelor of Arts (B.A.), History
University of North Carolina at Chapel Hill April 2015 - Present
Northwestern Mutual November 2014 - Present
Nevada Attorney General's Office August 2014 - Present
Northwestern Mutual May 2013 - March 2014
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Accounting, Financial Analysis, Teamwork, Customer Service, Event Planning, Finance
Education
University of North Carolina School of Law 2015 — 2018
Juris Doctor, Environmental law
Bucknell University 2010 — 2014
Bachelor of Arts (B.A.), History
Russell Phipps Russell Phipps's Northwestern Mutual Experience March 2013 - March 2015
Job Financial Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2015 - Present
Northwestern Mutual March 2013 - March 2015
Family 1st Financial November 1992 - February 2013
Foxwoods Resort Casino September 1992 - February 2011
Skills
Employee Benefits, Executive Benefit..., Key Man Insurance, Buy Sell Agreements, Life Insurance, Disability Insurance, Disability Overhead..., Savings and Investment..., Retirement Planning, Retirement, Financial Advisory, Wealth Accumulation, Long Term Care Insurance, Estate Planning, Finance, Key Person Insurance, Executive Pay, Fixed Annuities, Financial Goals, Insurance, Investments, Buy-sell Agreements, Securities, Income Protection, Mutual Funds, Long-term Care, 401k, Strategic Financial..., Financial Planners, Asset Protection, Wealth, Savings, Term Life Insurance, Personal Finance, Series 63, Financial Planning
Education
Bryant University 1984 — 1986
Bachelor of Science (BS), Accounting
The University of Connecticut 1982 — 1984
MassMutual Financial Group April 2015 - Present
Northwestern Mutual March 2013 - March 2015
Family 1st Financial November 1992 - February 2013
Foxwoods Resort Casino September 1992 - February 2011
Skills
Employee Benefits, Executive Benefit..., Key Man Insurance, Buy Sell Agreements, Life Insurance, Disability Insurance, Disability Overhead..., Savings and Investment..., Retirement Planning, Retirement, Financial Advisory, Wealth Accumulation, Long Term Care Insurance, Estate Planning, Finance, Key Person Insurance, Executive Pay, Fixed Annuities, Financial Goals, Insurance, Investments, Buy-sell Agreements, Securities, Income Protection, Mutual Funds, Long-term Care, 401k, Strategic Financial..., Financial Planners, Asset Protection, Wealth, Savings, Term Life Insurance, Personal Finance, Series 63, Financial Planning
Education
Bryant University 1984 — 1986
Bachelor of Science (BS), Accounting
The University of Connecticut 1982 — 1984
Joseph Camasso Joseph Camasso's Northwestern Mutual Experience May 2011 - May 2013
Job Member Success Manager at Club Benchmarking
Industry Management Consulting
Experience
Club Benchmarking August 2015 - Present
Natural Roots and Remedies LLC May 2014 - Present
Eastern Financial Network May 2013 - March 2014
MassMutual Financial Group May 2013 - March 2014
Northwestern Mutual May 2011 - May 2013
Salem Co-Operative Bank July 2007 - July 2008
Skills
Financial Services, Life Insurance, Disability Insurance, Term Life Insurance, Estate Planning, Tax Efficiency, Personal Tax Planning, Business Tax Planning, Long Term Care Insurance, Long Term Business..., Long Term Relationship..., Long-term Customer..., Trusting Relationships, Strategic Planning, Strategic Consulting, Strategic Financial..., Retirement Planning, Employee Benefits, Financial Analysis, Risk Management, Wealth Accumulation, Wealth Management, Business Development, Business Strategy, Investments, Education Funding
Education
Bryant University 2009 — 2013
Bachelor of Science in Business Administration, Financial Services and Psychology
John Cabot University 2012 — 2012
Bachelor of Science in Business Administration, Social Sciences, Junior - Spring Semester
Pinkerton Academy 2004 — 2009
Club Benchmarking August 2015 - Present
Natural Roots and Remedies LLC May 2014 - Present
Eastern Financial Network May 2013 - March 2014
MassMutual Financial Group May 2013 - March 2014
Northwestern Mutual May 2011 - May 2013
Salem Co-Operative Bank July 2007 - July 2008
Skills
Financial Services, Life Insurance, Disability Insurance, Term Life Insurance, Estate Planning, Tax Efficiency, Personal Tax Planning, Business Tax Planning, Long Term Care Insurance, Long Term Business..., Long Term Relationship..., Long-term Customer..., Trusting Relationships, Strategic Planning, Strategic Consulting, Strategic Financial..., Retirement Planning, Employee Benefits, Financial Analysis, Risk Management, Wealth Accumulation, Wealth Management, Business Development, Business Strategy, Investments, Education Funding
Education
Bryant University 2009 — 2013
Bachelor of Science in Business Administration, Financial Services and Psychology
John Cabot University 2012 — 2012
Bachelor of Science in Business Administration, Social Sciences, Junior - Spring Semester
Pinkerton Academy 2004 — 2009
Timothy Greenhill's Northwestern Mutual Experience May 2012 - September 2012
Job Bryant Student
Industry Higher Education
Experience
UTC Aerospace Systems May 2013 - August 2013
Northwestern Mutual May 2012 - September 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Time Management, Finance, Insurance
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.61
UTC Aerospace Systems May 2013 - August 2013
Northwestern Mutual May 2012 - September 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Time Management, Finance, Insurance
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.61
Eunice Eun Eunice Eun's Northwestern Mutual Experience June 2009 - November 2009
Job Research Associate at Harvard Business School
Industry Research
Experience
Harvard Business School April 2014 - Present
The Better Work Institute September 2012 - March 2014
TheFlairist.com November 2012 - 2014
Harvard Business School Executive Education July 2010 - October 2012
Brown University September 2006 - May 2010
Northwestern Mutual June 2009 - November 2009
Woodrow Wilson International Center for Scholars May 2008 - July 2008
Andyprep May 2007 - August 2007
Skills
Research, Data Analysis, Leadership, Editing, Business Development, Nonprofits, Social Media, Higher Education, Qualitative Research, Event Planning, Fundraising, Spanish, Policy Analysis, Management, Project Management
Education
Harvard University 2011 — 2013
Master's degree, Management
Brown University 2009 — 2010
Master's degree, English
Brown University 2005 — 2009
Bachelor's degrees, English, Philosophy
Harvard Business School April 2014 - Present
The Better Work Institute September 2012 - March 2014
TheFlairist.com November 2012 - 2014
Harvard Business School Executive Education July 2010 - October 2012
Brown University September 2006 - May 2010
Northwestern Mutual June 2009 - November 2009
Woodrow Wilson International Center for Scholars May 2008 - July 2008
Andyprep May 2007 - August 2007
Skills
Research, Data Analysis, Leadership, Editing, Business Development, Nonprofits, Social Media, Higher Education, Qualitative Research, Event Planning, Fundraising, Spanish, Policy Analysis, Management, Project Management
Education
Harvard University 2011 — 2013
Master's degree, Management
Brown University 2009 — 2010
Master's degree, English
Brown University 2005 — 2009
Bachelor's degrees, English, Philosophy
Thomas Burton Jr. Thomas Burton Jr.'s Northwestern Mutual Experience September 2012 - April 2013
Job Enlisted at United States Air Force
Industry Financial Services
Experience
United States Air Force June 2013 - Present
Northwestern Mutual September 2012 - April 2013
The Yardley Inn February 2011 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Research, Public Speaking, Economics, English, Accounting, Sales, Leadership, Event Planning, Time Management
Education
Rider University 2012 — 2014
Bachelor of Science (B.S.), Business/Managerial Economics
Bucks County Community College 2011 — 2011
United States Air Force June 2013 - Present
Northwestern Mutual September 2012 - April 2013
The Yardley Inn February 2011 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Research, Public Speaking, Economics, English, Accounting, Sales, Leadership, Event Planning, Time Management
Education
Rider University 2012 — 2014
Bachelor of Science (B.S.), Business/Managerial Economics
Bucks County Community College 2011 — 2011
James Amen James Amen's Northwestern Mutual Experience May 2010 - August 2010
Job Associate at Friedman Fleischer & Lowe
Industry Financial Services
Experience
Friedman Fleischer & Lowe August 2015 - Present
Peter J. Solomon Company July 2012 - July 2015
Brown University September 2011 - May 2012
D. E. Shaw & Co. June 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Hiscox USA June 2009 - August 2009
Ceramic Design Ltd. June 2007 - August 2008
Skills
Valuation, Investments, Mergers & Acquisitions, Bloomberg Terminal, Financial Modeling, Economics, Equities, Finance, Investment Banking, Microsoft Excel, Corporate Finance, Financial Analysis, Bloomberg
Education
Brown University 2008 — 2012
ScB, Applied Mathematics - Economics
GHS 2004 — 2008
Friedman Fleischer & Lowe August 2015 - Present
Peter J. Solomon Company July 2012 - July 2015
Brown University September 2011 - May 2012
D. E. Shaw & Co. June 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Hiscox USA June 2009 - August 2009
Ceramic Design Ltd. June 2007 - August 2008
Skills
Valuation, Investments, Mergers & Acquisitions, Bloomberg Terminal, Financial Modeling, Economics, Equities, Finance, Investment Banking, Microsoft Excel, Corporate Finance, Financial Analysis, Bloomberg
Education
Brown University 2008 — 2012
ScB, Applied Mathematics - Economics
GHS 2004 — 2008
Bryan Soderberg's Northwestern Mutual Experience May 2011 - September 2011
Job Cost Accounting Manager at Precix
Industry Accounting
Experience
Precix October 2014 - Present
CSC June 2012 - Present
Northwestern Mutual May 2011 - September 2011
Rhode Island Association of REALTORS December 2010 - February 2011
Skills
Microsoft Office, Excel, SAP, Citrix, Vlookup, Hummingbird, Microsoft Excel, Finance
Education
Bryant University 2008 — 2012
Bachelor's Degree, Accounting
Precix October 2014 - Present
CSC June 2012 - Present
Northwestern Mutual May 2011 - September 2011
Rhode Island Association of REALTORS December 2010 - February 2011
Skills
Microsoft Office, Excel, SAP, Citrix, Vlookup, Hummingbird, Microsoft Excel, Finance
Education
Bryant University 2008 — 2012
Bachelor's Degree, Accounting
Thomas P. Robinson's Northwestern Mutual Experience May 2011 - August 2011
Job Fuel Sourcing Analyst at TopSource LLC
Industry Logistics and Supply Chain
Experience
TopSource LLC July 2012 - Present
Kent County Hospital January 2012 - April 2012
Bryant University September 2011 - March 2012
Northwestern Mutual May 2011 - August 2011
YMCA June 2007 - August 2010
Massachusetts State House May 2006 - August 2006
Skills
Investments, Access, PowerPoint, Microsoft Excel, Insurance, Financial Analysis, Financial Modeling, Time Management, Outlook, QuickBooks, Accounting, Microsoft Word, Spanish, Microsoft Office, Public Speaking, Analysis, Teamwork, Research, Finance, Risk Management
Education
Bryant University 2008 — 2012
Bachelor's of Science in Business Administration, Finance and Economics
Archbishop Williams High School 2005 — 2008
TopSource LLC July 2012 - Present
Kent County Hospital January 2012 - April 2012
Bryant University September 2011 - March 2012
Northwestern Mutual May 2011 - August 2011
YMCA June 2007 - August 2010
Massachusetts State House May 2006 - August 2006
Skills
Investments, Access, PowerPoint, Microsoft Excel, Insurance, Financial Analysis, Financial Modeling, Time Management, Outlook, QuickBooks, Accounting, Microsoft Word, Spanish, Microsoft Office, Public Speaking, Analysis, Teamwork, Research, Finance, Risk Management
Education
Bryant University 2008 — 2012
Bachelor's of Science in Business Administration, Finance and Economics
Archbishop Williams High School 2005 — 2008
Raymond Bundy Raymond Bundy's Northwestern Mutual Experience April 2011 - June 2012
Job Risk Analyst at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services September 2014 - Present
Sun Life Financial June 2012 - September 2014
Northwestern Mutual April 2011 - June 2012
Skills
Finance, Leadership, Financial Analysis, Insurance, Data Analysis, Risk Management
Education
Bryant University 2008 — 2012
Bachelor's Degree, Finance
La Salle Academy 2004 — 2008
HS Diploma, General Studies
John Hancock Financial Services September 2014 - Present
Sun Life Financial June 2012 - September 2014
Northwestern Mutual April 2011 - June 2012
Skills
Finance, Leadership, Financial Analysis, Insurance, Data Analysis, Risk Management
Education
Bryant University 2008 — 2012
Bachelor's Degree, Finance
La Salle Academy 2004 — 2008
HS Diploma, General Studies
Casey Jones, CLU, ChFC Casey Jones, CLU, ChFC's Northwestern Mutual Experience 1980 - Present
Job Financial Representative, Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual Financial Network 1980 - Present
Northwestern Mutual 1980 - Present
Education
Bucknell University
BS, Business
Northwestern Mutual Financial Network 1980 - Present
Northwestern Mutual 1980 - Present
Education
Bucknell University
BS, Business
Katherine Greene Katherine Greene's Northwestern Mutual Experience May 2009 - January 2011
Job Broker Agency Representative at New England Enrollment Strategies
Industry Executive Office
Experience
Colonial Life January 2011 - Present
Sbane "Smaller Business Association of New England) 2010 - 2012
Meridien Benefits, Inc. January 2011 - December 2011
Northwestern Mutual May 2009 - January 2011
Skills
Employee Benefits, Small Business, Insurance, Disability Insurance, Account Management, Term Life Insurance, Financial Analysis, Investments, Benefits Administration, Leadership, Human Resources, Benefits, New Business Development, Life Insurance, Strategy, Finance
Education
Bryant University 2007 — 2009
BA, Finance
Colonial Life January 2011 - Present
Sbane "Smaller Business Association of New England) 2010 - 2012
Meridien Benefits, Inc. January 2011 - December 2011
Northwestern Mutual May 2009 - January 2011
Skills
Employee Benefits, Small Business, Insurance, Disability Insurance, Account Management, Term Life Insurance, Financial Analysis, Investments, Benefits Administration, Leadership, Human Resources, Benefits, New Business Development, Life Insurance, Strategy, Finance
Education
Bryant University 2007 — 2009
BA, Finance
Cooper Shepheard Cooper Shepheard's Northwestern Mutual Experience January 2009 - October 2009
Job Forensic Accountant
Industry Accounting
Experience
RGL Forensics May 2015 - Present
RGL Forensics December 2012 - May 2015
St. Regis Hotel January 2012 - March 2013
Brimestone Woodfire Grill October 2009 - January 2012
Northwestern Mutual January 2009 - October 2009
Charwell Hospitality & Countrystay Ltd March 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Matlab, Windows, Event Planning, Resorts, Financial Analysis, Food, Long Term Care Insurance, Data Analysis, Accounting, Buy-sell Agreements, Insurance, Accounts Payable, Accounts Receivable, Long-term Care, Auditing, Financial Statements, Forensic Accounting, Hospitality
Education
Nova Southeastern University
Master's Degree, Master's of Accounting, 3.7 GPA
Nova Southeastern University
Bachelor's Degree, Accounting
Broward College
Associate's Degree, Accounting
RGL Forensics May 2015 - Present
RGL Forensics December 2012 - May 2015
St. Regis Hotel January 2012 - March 2013
Brimestone Woodfire Grill October 2009 - January 2012
Northwestern Mutual January 2009 - October 2009
Charwell Hospitality & Countrystay Ltd March 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Matlab, Windows, Event Planning, Resorts, Financial Analysis, Food, Long Term Care Insurance, Data Analysis, Accounting, Buy-sell Agreements, Insurance, Accounts Payable, Accounts Receivable, Long-term Care, Auditing, Financial Statements, Forensic Accounting, Hospitality
Education
Nova Southeastern University
Master's Degree, Master's of Accounting, 3.7 GPA
Nova Southeastern University
Bachelor's Degree, Accounting
Broward College
Associate's Degree, Accounting
Nick Worrall Nick Worrall's Northwestern Mutual Experience April 2013 - December 2013
Job National Account Manager Vantage Hospitality Group
Industry Hospitality
Experience
Vantage Hospitality Group May 2014 - Present
Florida Atlantic University January 2014 - May 2014
Northwestern Mutual April 2013 - December 2013
Skills
Marketing, Sales, Management, New Business Development, Hospitality, Hotels, Real Estate, Finance, Insurance, Employee Benefits, Customer Service, Financial Analysis, Forecasting, Microsoft Excel, Budgets, PowerPoint
Education
Florida Atlantic University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Florida Atlantic University
Bachelor's Degree, Business Administration and Management, General
Broward College
Associate's Degree, Business Administration and Management, General
Vantage Hospitality Group May 2014 - Present
Florida Atlantic University January 2014 - May 2014
Northwestern Mutual April 2013 - December 2013
Skills
Marketing, Sales, Management, New Business Development, Hospitality, Hotels, Real Estate, Finance, Insurance, Employee Benefits, Customer Service, Financial Analysis, Forecasting, Microsoft Excel, Budgets, PowerPoint
Education
Florida Atlantic University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Florida Atlantic University
Bachelor's Degree, Business Administration and Management, General
Broward College
Associate's Degree, Business Administration and Management, General
Brian Copeland's Northwestern Mutual Experience May 2012 - April 2013
Job Human Resource Consulting at PwC
Industry Financial Services
Experience
PwC 2014 - Present
Hampton Inn December 2011 - July 2014
Bucknell University 2012 - 2014
Northwestern Mutual May 2012 - April 2013
Skills
Investments, Insurance, Management, Team Building, Retirement Planning, Accounting, Financial Analysis, Microsoft Excel, Teamwork, Human Resources, Finance, Leadership, Tax
Education
Bucknell University
Bachelor of Arts, Economics
Dunmore Junior/Senior High School
PwC 2014 - Present
Hampton Inn December 2011 - July 2014
Bucknell University 2012 - 2014
Northwestern Mutual May 2012 - April 2013
Skills
Investments, Insurance, Management, Team Building, Retirement Planning, Accounting, Financial Analysis, Microsoft Excel, Teamwork, Human Resources, Finance, Leadership, Tax
Education
Bucknell University
Bachelor of Arts, Economics
Dunmore Junior/Senior High School
Adedotun Odewale's Northwestern Mutual Experience August 2013 - May 2014
Job Senior Account Executive at ZeroTurnaround
Industry Computer Software
Experience
ZeroTurnaround June 2015 - Present
ZeroTurnaround October 2014 - Present
ZeroTurnaround May 2014 - October 2014
Northwestern Mutual August 2013 - May 2014
Bucknell University May 2012 - January 2013
Travelers June 2012 - August 2012
Ropes & Gray LLP June 2011 - August 2011
Skills
PowerPoint, Salesforce.com, Series 6, Luxury Goods, Public Speaking, Java, Strategic Sourcing, Data Analysis, Spanish, Research, Luxury Lifestyle, Cross Selling, Event Planning, Holistic Financial..., Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Fundraising, Minitab, Elite, Life & Health Insurance..., International Sales, Software Sales
Education
Bucknell University 2009 — 2013
Bachelor of Arts, Economics and Philosophy
Boston Latin Academy 2003 — 2009
ZeroTurnaround June 2015 - Present
ZeroTurnaround October 2014 - Present
ZeroTurnaround May 2014 - October 2014
Northwestern Mutual August 2013 - May 2014
Bucknell University May 2012 - January 2013
Travelers June 2012 - August 2012
Ropes & Gray LLP June 2011 - August 2011
Skills
PowerPoint, Salesforce.com, Series 6, Luxury Goods, Public Speaking, Java, Strategic Sourcing, Data Analysis, Spanish, Research, Luxury Lifestyle, Cross Selling, Event Planning, Holistic Financial..., Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Fundraising, Minitab, Elite, Life & Health Insurance..., International Sales, Software Sales
Education
Bucknell University 2009 — 2013
Bachelor of Arts, Economics and Philosophy
Boston Latin Academy 2003 — 2009
Kristen Dessingue's Northwestern Mutual Experience May 2007 - August 2007
Job Senior Pricing Specialist at Sankaty Advisors, LLC
Industry Investment Management
Experience
Bain Capital June 2014 - Present
Bain Capital October 2011 - Present
US Bank Corporate Trust September 2010 - October 2011
Wells Fargo Financial May 2010 - September 2010
Northwestern Mutual May 2007 - August 2007
Skills
ABS, CLO, Bloomberg, Loan Syndications, Non-disclosure..., Credit Agreement..., Corporate Actions, Russian, Syndications, Valuation, Equities, Alternative Investments, Hedge Funds, Structured Products, Fixed Income, Bloomberg Terminal, Structured Finance, Bonds, Microsoft Excel, Microsoft Office
Education
Bryant University 2006 — 2010
Bachelor of Science (BS), Finance, Marketing, Psychology
Bain Capital June 2014 - Present
Bain Capital October 2011 - Present
US Bank Corporate Trust September 2010 - October 2011
Wells Fargo Financial May 2010 - September 2010
Northwestern Mutual May 2007 - August 2007
Skills
ABS, CLO, Bloomberg, Loan Syndications, Non-disclosure..., Credit Agreement..., Corporate Actions, Russian, Syndications, Valuation, Equities, Alternative Investments, Hedge Funds, Structured Products, Fixed Income, Bloomberg Terminal, Structured Finance, Bonds, Microsoft Excel, Microsoft Office
Education
Bryant University 2006 — 2010
Bachelor of Science (BS), Finance, Marketing, Psychology
Michael A Buono Michael A Buono's Northwestern Mutual Experience June 2008 - January 2009
Job Field Sales Manager at Citrix
Industry Information Technology and Services
Experience
Citrix June 2015 - Present
Carousel Industries June 2009 - May 2015
Northwestern Mutual June 2008 - January 2009
Skills
VoIP, Solution Selling, Cloud Computing, Telephony, Professional Services, Data Center, Telecommunications, Wireless, Call Center, MPLS, Cisco Technologies, Call Centers, Selling, Disaster Recovery, WAN, Enterprise Software, Co-location, Networking, Avaya, SIP, Channel Partners, IP, Video Conferencing, Unified Communications, Managed Services, Telepresence, Sales, SIP Trunking, Avaya Technologies, IVR, Contact Centers
Education
Bryant University 2005 — 2009
Bachelor of the Arts, Finance and Marketing
Citrix June 2015 - Present
Carousel Industries June 2009 - May 2015
Northwestern Mutual June 2008 - January 2009
Skills
VoIP, Solution Selling, Cloud Computing, Telephony, Professional Services, Data Center, Telecommunications, Wireless, Call Center, MPLS, Cisco Technologies, Call Centers, Selling, Disaster Recovery, WAN, Enterprise Software, Co-location, Networking, Avaya, SIP, Channel Partners, IP, Video Conferencing, Unified Communications, Managed Services, Telepresence, Sales, SIP Trunking, Avaya Technologies, IVR, Contact Centers
Education
Bryant University 2005 — 2009
Bachelor of the Arts, Finance and Marketing
Patrick Ishii's Northwestern Mutual Experience June 2012 - July 2013
Job Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2015 - Present
Professor David Wessels July 2014 - October 2015
Office of the City Clerk, City of Los Angeles June 2014 - November 2014
Executive Education Program, UCLA Anderson School of Management March 2014 - November 2014
Northwestern Mutual June 2012 - July 2013
Clinical and Health Informatics Group at McGill University July 2011 - August 2011
ISACSOFT Inc August 2008 - August 2008
Skills
Social Media, Customer Service, Financial Analysis, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Finance, Analysis, Financial Planning, Microsoft Office
Education
University of California, Los Angeles 2011 — 2015
Bachelor’s Degree
The Hill School
High School
Brown University
Wells Fargo October 2015 - Present
Professor David Wessels July 2014 - October 2015
Office of the City Clerk, City of Los Angeles June 2014 - November 2014
Executive Education Program, UCLA Anderson School of Management March 2014 - November 2014
Northwestern Mutual June 2012 - July 2013
Clinical and Health Informatics Group at McGill University July 2011 - August 2011
ISACSOFT Inc August 2008 - August 2008
Skills
Social Media, Customer Service, Financial Analysis, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Finance, Analysis, Financial Planning, Microsoft Office
Education
University of California, Los Angeles 2011 — 2015
Bachelor’s Degree
The Hill School
High School
Brown University
Christopher Cioe's Northwestern Mutual Experience November 2010 - Present
Job Field Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2010 - Present
RI Mentorship Program September 2011 - Present
The Wellesley Group Charitable Foundation January 2011 - Present
Education
Bryant University 2002 — 2006
Toll Gate 1998 — 2002
The American College
Estate Planning Law, CLU, Risk Structure
Northwestern Mutual November 2010 - Present
RI Mentorship Program September 2011 - Present
The Wellesley Group Charitable Foundation January 2011 - Present
Education
Bryant University 2002 — 2006
Toll Gate 1998 — 2002
The American College
Estate Planning Law, CLU, Risk Structure
William Minor William Minor's Northwestern Mutual Experience July 1990 - May 1992
Job VP Enrollment Management & Marketing Mount St. Joseph University
Industry Marketing and Advertising
Experience
Embry-Riddle Aeronautical University July 2007 - 2013
Penn State University 2001 - 2007
The Ohio Casualty Group of Insurance Companies (now Liberty Mutual) September 1996 - December 2000
Young & Rubicam May 1992 - September 1996
Northwestern Mutual July 1990 - May 1992
J. Walter Thompson Worldwide 1981 - 1990
Tracy-Locke Advertising & Public Relations 1979 - 1981
Skills
Integrated Marketing, Corporate Branding, Strategic Communications, Advertising, Web Strategy, Financial Services..., Marketing Communications, Financial Services, Strategy, Strategic Planning, Online Marketing, Leadership, Marketing, Public Relations, Social Media Marketing, Marketing Strategy, Management, Nonprofits, Fundraising, Sales, Brand Management, Market Planning, New Business Development, Email Marketing, Media Relations, Internal Communications, Social Networking, Corporate Communications, Press Releases, Newsletters, Social Media, Direct Marketing, Brand Development, Copywriting, Crisis Communications, Digital Marketing, Event Management, Event Planning, Marketing Management, Community Outreach, Blogging, Online Advertising, Facebook, Publicity, Sponsorship, Lead Generation, Digital Media, Digital Strategy, Market Research, Copy Editing
Education
University of Michigan: Executive Education Program 1997 — 1997
Executive Education Program
University of Arizona 1973 — 1976
BA, R-TV, Marketing, Political Science
Brown University 1972 — 1973
Political Science and Government
Cincinnati Country Day
Westminster School
Embry-Riddle Aeronautical University July 2007 - 2013
Penn State University 2001 - 2007
The Ohio Casualty Group of Insurance Companies (now Liberty Mutual) September 1996 - December 2000
Young & Rubicam May 1992 - September 1996
Northwestern Mutual July 1990 - May 1992
J. Walter Thompson Worldwide 1981 - 1990
Tracy-Locke Advertising & Public Relations 1979 - 1981
Skills
Integrated Marketing, Corporate Branding, Strategic Communications, Advertising, Web Strategy, Financial Services..., Marketing Communications, Financial Services, Strategy, Strategic Planning, Online Marketing, Leadership, Marketing, Public Relations, Social Media Marketing, Marketing Strategy, Management, Nonprofits, Fundraising, Sales, Brand Management, Market Planning, New Business Development, Email Marketing, Media Relations, Internal Communications, Social Networking, Corporate Communications, Press Releases, Newsletters, Social Media, Direct Marketing, Brand Development, Copywriting, Crisis Communications, Digital Marketing, Event Management, Event Planning, Marketing Management, Community Outreach, Blogging, Online Advertising, Facebook, Publicity, Sponsorship, Lead Generation, Digital Media, Digital Strategy, Market Research, Copy Editing
Education
University of Michigan: Executive Education Program 1997 — 1997
Executive Education Program
University of Arizona 1973 — 1976
BA, R-TV, Marketing, Political Science
Brown University 1972 — 1973
Political Science and Government
Cincinnati Country Day
Westminster School
April Mondia April Mondia's Northwestern Mutual Experience 2010 - 2011
Job JCM Mutual Insurance Assn. (Jefferson County Mutual)
Industry Insurance
Experience
Gentry Insurance August 2011 - August 2012
Northwestern Mutual 2010 - 2011
Act Etc April 2009 - 2010
Art Etc, LLC 2009 - 2010
ArtSelect August 2005 - February 2009
Redcats USA 2006 - 2009
Home Decorators Collection / Home Depot Direct 2006 - 2009
Polar Dreams 2003 - 2006
Skills
Management, Business Development, Sales, Investments, Finance, Retirement Planning, Disability Insurance, Program Management, Long Term Care Insurance, Time Management, Marketing, Account Management, Insurance, Customer Service, Team Building, Microsoft Office, Social Media Marketing
Education
Buena Vista University
BA Business
Indian Hills Community College
AA Business, Business, Physiology, Finance
International Aviation and Travel Academy
Travel, Travel
Gentry Insurance August 2011 - August 2012
Northwestern Mutual 2010 - 2011
Act Etc April 2009 - 2010
Art Etc, LLC 2009 - 2010
ArtSelect August 2005 - February 2009
Redcats USA 2006 - 2009
Home Decorators Collection / Home Depot Direct 2006 - 2009
Polar Dreams 2003 - 2006
Skills
Management, Business Development, Sales, Investments, Finance, Retirement Planning, Disability Insurance, Program Management, Long Term Care Insurance, Time Management, Marketing, Account Management, Insurance, Customer Service, Team Building, Microsoft Office, Social Media Marketing
Education
Buena Vista University
BA Business
Indian Hills Community College
AA Business, Business, Physiology, Finance
International Aviation and Travel Academy
Travel, Travel
Ben Resnick's Northwestern Mutual Experience March 2008 - September 2008
Job Freelancer
Industry Marketing and Advertising
Experience
Independent Contractor April 2012 - Present
Lakeside School June 2010 - May 2012
Resnick Results April 2011 - April 2012
Niche Investment Group January 2010 - February 2011
Metro Group September 2009 - January 2010
Northwestern Mutual March 2008 - September 2008
Student Painters.net December 2006 - September 2007
Skills
Marketing Strategy, Sales, Strategic Planning, Training, Recruiting, Business Development, Management, Social Networking, Entrepreneurship, Marketing
Education
University of Washington, Michael G. Foster School of Business 2005 — 2008
B.A., Business - Entrepreneurship
Bucknell University 2002 — 2004
Mechanical Engineering
Lakeside School 1994 — 2002
Independent Contractor April 2012 - Present
Lakeside School June 2010 - May 2012
Resnick Results April 2011 - April 2012
Niche Investment Group January 2010 - February 2011
Metro Group September 2009 - January 2010
Northwestern Mutual March 2008 - September 2008
Student Painters.net December 2006 - September 2007
Skills
Marketing Strategy, Sales, Strategic Planning, Training, Recruiting, Business Development, Management, Social Networking, Entrepreneurship, Marketing
Education
University of Washington, Michael G. Foster School of Business 2005 — 2008
B.A., Business - Entrepreneurship
Bucknell University 2002 — 2004
Mechanical Engineering
Lakeside School 1994 — 2002
Nick Parente Nick Parente's Northwestern Mutual Experience May 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Marketing and Advertising
Experience
Northwestern Mutual May 2015 - Present
Vector Marketing June 2012 - August 2012
Skills
Microsoft Office, Social Media, Leadership, Sales, Customer Service, Microsoft Excel, Time Management, Event Planning, Microsoft Word, Public Speaking, Interpersonal..., Financial Planning, Life Insurance, PowerPoint, Research
Education
University of New Hampshire 2012 — 2016
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies & Marketing
Bryant & Stratton College - Albany
Life, Accident & Health Insurance License
Northwestern Mutual May 2015 - Present
Vector Marketing June 2012 - August 2012
Skills
Microsoft Office, Social Media, Leadership, Sales, Customer Service, Microsoft Excel, Time Management, Event Planning, Microsoft Word, Public Speaking, Interpersonal..., Financial Planning, Life Insurance, PowerPoint, Research
Education
University of New Hampshire 2012 — 2016
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies & Marketing
Bryant & Stratton College - Albany
Life, Accident & Health Insurance License
Skye Astiana's Northwestern Mutual Experience September 2012 - September 2013
Job Sales Acceleration Expert, Tech Sales Executive, Startup
Industry Computer Software
Experience
Northwestern Mutual September 2012 - September 2013
Lightworker Photography September 2007 - January 2012
liveBooks, Inc. 2005 - 2007
Acme Photo Works 2000 - 2005
Canto 1995 - 1999
Skills
Start-ups, Software Sales..., B2B software, Consultative Selling, Inside Sales, Sales, Relationship Management, Account Management, New Business Development, CRM, Cloud Computing, Salesforce.com, Cisco VoIP, Lead Generation, Vendor Negotiation, VAR Recruitment, Reseller/VAR Networks, Marketing Communications, Research, Job Estimating, Presentation Skills, Public Speaking, Photo Editing, Commercial Photography, Stock Photography, Photography, Portraits, Portrait Photography, Wedding Photography, Event Photography, Mixed Media
Education
Brooks Institute of Photography 2000 — 2004
Bachelor's Degree, B.S. Commercial/Advertising Photography
Northwestern Mutual September 2012 - September 2013
Lightworker Photography September 2007 - January 2012
liveBooks, Inc. 2005 - 2007
Acme Photo Works 2000 - 2005
Canto 1995 - 1999
Skills
Start-ups, Software Sales..., B2B software, Consultative Selling, Inside Sales, Sales, Relationship Management, Account Management, New Business Development, CRM, Cloud Computing, Salesforce.com, Cisco VoIP, Lead Generation, Vendor Negotiation, VAR Recruitment, Reseller/VAR Networks, Marketing Communications, Research, Job Estimating, Presentation Skills, Public Speaking, Photo Editing, Commercial Photography, Stock Photography, Photography, Portraits, Portrait Photography, Wedding Photography, Event Photography, Mixed Media
Education
Brooks Institute of Photography 2000 — 2004
Bachelor's Degree, B.S. Commercial/Advertising Photography
Ryan M. Levy Ryan M. Levy's Northwestern Mutual Experience May 2010 - January 2011
Job J.D. I Brooklyn Law School
Industry Law Practice
Experience
Kitchensurfing March 2014 - May 2015
Office of the New York State Attorney General May 2014 - September 2014
The Exoneration Initiative August 2013 - December 2013
Dallas County Public Defender's Office November 2011 - May 2012
Northwestern Mutual May 2010 - January 2011
Bolton Elementary School March 2010 - May 2010
Skills
Public Speaking, Legal Writing, Westlaw, Client Counseling, Negotiation, Legal Research, Privacy Law, Jury Trials, Insurance, Depositions, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Competency to Stand..., Microsoft Office, Social Media, Event Planning, Client Development, Cooking, Catering, Creative Writing, Songwriting
Education
Brooklyn Law School 2012 — 2015
Juris Doctor (J.D.)
Wake Forest University 2007 — 2011
BS, Business & Enterprise Management (International Negotiations, Psychology)
Jesuit High School - New Orleans 2003 — 2007
High School
New York University
Villa La Pietra in Florence, Italy
Kitchensurfing March 2014 - May 2015
Office of the New York State Attorney General May 2014 - September 2014
The Exoneration Initiative August 2013 - December 2013
Dallas County Public Defender's Office November 2011 - May 2012
Northwestern Mutual May 2010 - January 2011
Bolton Elementary School March 2010 - May 2010
Skills
Public Speaking, Legal Writing, Westlaw, Client Counseling, Negotiation, Legal Research, Privacy Law, Jury Trials, Insurance, Depositions, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Competency to Stand..., Microsoft Office, Social Media, Event Planning, Client Development, Cooking, Catering, Creative Writing, Songwriting
Education
Brooklyn Law School 2012 — 2015
Juris Doctor (J.D.)
Wake Forest University 2007 — 2011
BS, Business & Enterprise Management (International Negotiations, Psychology)
Jesuit High School - New Orleans 2003 — 2007
High School
New York University
Villa La Pietra in Florence, Italy
Anthony (Tony) Hunt Anthony (Tony) Hunt's Northwestern Mutual Experience July 2013 - September 2013
Job Account Manager at Central Insurance at Central Bank
Industry Insurance
Experience
Central Insurance at Central Bank November 2013 - Present
Northwestern Mutual July 2013 - September 2013
Buena Vista University August 2010 - May 2013
Okoboji Entrepreneurial Institute August 2012 - August 2012
Cherokee, Iowa City Hall May 2012 - August 2012
Skills
Management, Entrepreneurship, Marketing, Social Networking, Highly detail oriented, Organization, Team Leadership, Time Management, Business Intelligence, Microsoft Excel, Microsoft Word, Teamwork, Human Resources, Insurance, Customer Service, Critical Thinking, Sports, Public Relations, PowerPoint, Microsoft Office, Social Media Marketing, Sales, Social Media
Education
Buena Vista University 2009 — 2013
Bachelor of Arts Degree, Business Management; Entrepreneurship
Cherokee Washington High School 2005 — 2009
High School, General Studies
Central Insurance at Central Bank November 2013 - Present
Northwestern Mutual July 2013 - September 2013
Buena Vista University August 2010 - May 2013
Okoboji Entrepreneurial Institute August 2012 - August 2012
Cherokee, Iowa City Hall May 2012 - August 2012
Skills
Management, Entrepreneurship, Marketing, Social Networking, Highly detail oriented, Organization, Team Leadership, Time Management, Business Intelligence, Microsoft Excel, Microsoft Word, Teamwork, Human Resources, Insurance, Customer Service, Critical Thinking, Sports, Public Relations, PowerPoint, Microsoft Office, Social Media Marketing, Sales, Social Media
Education
Buena Vista University 2009 — 2013
Bachelor of Arts Degree, Business Management; Entrepreneurship
Cherokee Washington High School 2005 — 2009
High School, General Studies
Terrence Reedy Terrence Reedy's Northwestern Mutual Experience 2014 - 2015
Job Consultant at Daversa Partners
Industry Military
Experience
Daversa Partners 2015 - Present
CO D 1-69TH INFANTRY, NYARNG October 2014 - Present
Northwestern Mutual 2014 - 2015
Skills
Executive Search, Talent Acquisition, Start-ups, Leadership, Time Management, Leadership Development, Team Leadership, Military, Microsoft Excel, Operational Planning, Critical Thinking, SaaS, Training, Military Operations, Analysis, Venture Capital, Marketing, Teamwork, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Program Management, Event Planning
Education
Bryant University
Bachelor of Business Administration (BBA), Finance, General
Wilton High School
Daversa Partners 2015 - Present
CO D 1-69TH INFANTRY, NYARNG October 2014 - Present
Northwestern Mutual 2014 - 2015
Skills
Executive Search, Talent Acquisition, Start-ups, Leadership, Time Management, Leadership Development, Team Leadership, Military, Microsoft Excel, Operational Planning, Critical Thinking, SaaS, Training, Military Operations, Analysis, Venture Capital, Marketing, Teamwork, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Program Management, Event Planning
Education
Bryant University
Bachelor of Business Administration (BBA), Finance, General
Wilton High School
Connell McNamara Connell McNamara's Northwestern Mutual Experience May 2013 - January 2014
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - Present
Affordable Golf Instruction May 2014 - Present
Northwestern Mutual May 2013 - January 2014
Boston Stategic Advisors June 2012 - August 2012
Education
Bryant University 2013 — 2014
Bachelor of Science in Business Administration (BSBA), Finance, Psychology
Hofstra University 2009 — 2012
Finance, General
Hopkinton High School 2005 — 2009
High School Diploma
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - Present
Affordable Golf Instruction May 2014 - Present
Northwestern Mutual May 2013 - January 2014
Boston Stategic Advisors June 2012 - August 2012
Education
Bryant University 2013 — 2014
Bachelor of Science in Business Administration (BSBA), Finance, Psychology
Hofstra University 2009 — 2012
Finance, General
Hopkinton High School 2005 — 2009
High School Diploma
Julia (Reaves) Bocage Julia (Reaves) Bocage's Northwestern Mutual Experience June 2014 - June 2015
Job Information and Human Resources Consultant
Industry Research
Experience
Siemens January 2015 - Present
Northwestern Mutual June 2014 - June 2015
Common Agenda July 2013 - December 2013
Starbucks August 2009 - August 2011
Skills
Customer Service, Teamwork, Retail, Time Management, Microsoft Office, Social Media, Event Planning, Data Analysis, Data Entry, Research, Access, Leadership, Public Speaking, Social Networking, Microsoft Excel, Microsoft Word, PowerPoint, Vegetarian Cooking, Raw Food
Education
Rutgers University 2014 — 2015
Labor Studies, Labor and Industrial Relations
The American Business School, Paris 2013 — 2013
International Business
Brookdale Community College 2012 — 2013
Associate's degree, Business Administration and Management
Siemens January 2015 - Present
Northwestern Mutual June 2014 - June 2015
Common Agenda July 2013 - December 2013
Starbucks August 2009 - August 2011
Skills
Customer Service, Teamwork, Retail, Time Management, Microsoft Office, Social Media, Event Planning, Data Analysis, Data Entry, Research, Access, Leadership, Public Speaking, Social Networking, Microsoft Excel, Microsoft Word, PowerPoint, Vegetarian Cooking, Raw Food
Education
Rutgers University 2014 — 2015
Labor Studies, Labor and Industrial Relations
The American Business School, Paris 2013 — 2013
International Business
Brookdale Community College 2012 — 2013
Associate's degree, Business Administration and Management
Baji V. Puram CLU, ChFC Baji V. Puram CLU, ChFC's Northwestern Mutual Experience August 1994 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 1994 - Present
Skills
Investments, Wealth Management, Finance, Wealth Accumulation, Securities, Leadership Development, Retirement Planning, High Net Worth..., Strategic Financial..., Financial Analysis, Coaching, Long-term Care, Retirement, Estate Planning, IRAs, Business Analysis, Leadership, Series 63, Team Building, Business Strategy, Fixed Annuities, Mutual Funds, Series 7, Insurance, Project Management, Strategic Planning
Education
Bryn Mawr College
CLU, ChFC
Northwestern Mutual August 1994 - Present
Skills
Investments, Wealth Management, Finance, Wealth Accumulation, Securities, Leadership Development, Retirement Planning, High Net Worth..., Strategic Financial..., Financial Analysis, Coaching, Long-term Care, Retirement, Estate Planning, IRAs, Business Analysis, Leadership, Series 63, Team Building, Business Strategy, Fixed Annuities, Mutual Funds, Series 7, Insurance, Project Management, Strategic Planning
Education
Bryn Mawr College
CLU, ChFC
Michelle Louis Michelle Louis's Northwestern Mutual Experience August 2014 - Present
Job Financial Assistant at Northwestren Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2014 - Present
Skills
Organizational..., Organizational..., Organizational..., Organizational Design, Communication
Education
Roberts Wesleyan College 2006 — 2009
Bachelor of Science (B.S.), Non-Profit/Public/Organizational Management
Bryant & Stratton College - Henrietta 1999 — 2002
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
Cayuga County Community College 1999 — 2001
Associates in Liberal Arts, Early Childhood Education and Teaching
Northwestern Mutual August 2014 - Present
Skills
Organizational..., Organizational..., Organizational..., Organizational Design, Communication
Education
Roberts Wesleyan College 2006 — 2009
Bachelor of Science (B.S.), Non-Profit/Public/Organizational Management
Bryant & Stratton College - Henrietta 1999 — 2002
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
Cayuga County Community College 1999 — 2001
Associates in Liberal Arts, Early Childhood Education and Teaching
KIERSTEN PHOTIADES KIERSTEN PHOTIADES's Northwestern Mutual Experience November 2011 - August 2012
Job Student at Bryant University
Industry Events Services
Experience
Management Search February 2015 - Present
Chris Malloy Events May 2014 - Present
Northwestern Mutual November 2011 - August 2012
Chen Yang Li November 2011 - June 2012
Skills
Event Planning, Experience Working with..., Microsoft Excel, Budgets, Sales, Communication, Finance, Business Decision Making, Email, Facebook, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Time Management, Social Media, Public Speaking, Customer Service, Social Networking
Education
Bryant University 2012 — 2016
Bachelor's Degree, Psychology and Management
Trinity High School, Manchester, NH 03101 2008 — 2012
High School
Management Search February 2015 - Present
Chris Malloy Events May 2014 - Present
Northwestern Mutual November 2011 - August 2012
Chen Yang Li November 2011 - June 2012
Skills
Event Planning, Experience Working with..., Microsoft Excel, Budgets, Sales, Communication, Finance, Business Decision Making, Email, Facebook, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Time Management, Social Media, Public Speaking, Customer Service, Social Networking
Education
Bryant University 2012 — 2016
Bachelor's Degree, Psychology and Management
Trinity High School, Manchester, NH 03101 2008 — 2012
High School
Robert Lautenslager Robert Lautenslager's Northwestern Mutual Experience August 2006 - December 2006
Job Litigation Claim Specialist
Industry Insurance
Experience
State Farm Insurance January 2008 - Present
Northwestern Mutual August 2006 - December 2006
Twin Air Calypso July 2003 - July 2006
Skills
Negotiation, Claim Investigation, Civil Litigation, Insurance, Property & Casualty..., Life Insurance, Liability, Claim, Workers Compensation, Professional Liability, Litigation Management, Accident, Umbrella Insurance, Disability Insurance, Casualty, Claims Management, Term Life Insurance, Property Damage, General Insurance
Education
Florida Atlantic University 2005 — 2007
Bachelor of Business Administration (B.B.A.), International Business/Trade/Commerce
Broward Community College 2003 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
State Farm Insurance January 2008 - Present
Northwestern Mutual August 2006 - December 2006
Twin Air Calypso July 2003 - July 2006
Skills
Negotiation, Claim Investigation, Civil Litigation, Insurance, Property & Casualty..., Life Insurance, Liability, Claim, Workers Compensation, Professional Liability, Litigation Management, Accident, Umbrella Insurance, Disability Insurance, Casualty, Claims Management, Term Life Insurance, Property Damage, General Insurance
Education
Florida Atlantic University 2005 — 2007
Bachelor of Business Administration (B.B.A.), International Business/Trade/Commerce
Broward Community College 2003 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
Jaime (Reid) Roldan's Northwestern Mutual Experience March 2013 - August 2013
Job Realtor at Century 21 Action Plus Realty
Industry Real Estate
Experience
Century 21 Action Plus Realty October 2013 - Present
Reid Sod Farm June 2003 - Present
Northwestern Mutual March 2013 - August 2013
Skills
Travel Arrangements, Administrative..., Office Management, Spreadsheets, Executive Support, Office Administration, Fax, Telephone Skills, Invoicing, PowerPoint, Microsoft Office, Social Networking, Social Media Marketing, Advertising, Marketing Strategy, Calendars, Executive..., Contract Negotiation, Expenses, Time Management, Facebook, Real Estate, Rentals, Listing Homes, First Time Home Buyers, For Sale By Owner, Foreclosures, Microsoft Excel, Customer Service, Management
Education
Brookdale Community College 2003 — 2005
Associate's degree, Marketing
Freehold Township High School 1999 — 2003
Century 21 Action Plus Realty October 2013 - Present
Reid Sod Farm June 2003 - Present
Northwestern Mutual March 2013 - August 2013
Skills
Travel Arrangements, Administrative..., Office Management, Spreadsheets, Executive Support, Office Administration, Fax, Telephone Skills, Invoicing, PowerPoint, Microsoft Office, Social Networking, Social Media Marketing, Advertising, Marketing Strategy, Calendars, Executive..., Contract Negotiation, Expenses, Time Management, Facebook, Real Estate, Rentals, Listing Homes, First Time Home Buyers, For Sale By Owner, Foreclosures, Microsoft Excel, Customer Service, Management
Education
Brookdale Community College 2003 — 2005
Associate's degree, Marketing
Freehold Township High School 1999 — 2003
Teodoro Popolizio Teodoro Popolizio's Northwestern Mutual Experience May 2010 - August 2010
Job Associate at Annaly Capital Management
Industry Investment Banking
Experience
Annaly Capital Management July 2015 - Present
Goldman Sachs July 2012 - July 2015
Northwestern Mutual May 2010 - August 2010
Skills
Financial Modeling, Finance, Investments, Microsoft Excel, Valuation, Public Speaking, Investment Banking, PowerPoint, Financial Analysis, Financial Institutions, Regional Banks
Education
Indiana University - Kelley School of Business 2012 — 2013
Master of Business Administration (M.B.A.)
Brown University
Commerce; Business Economics
Shenendehowa High School
Annaly Capital Management July 2015 - Present
Goldman Sachs July 2012 - July 2015
Northwestern Mutual May 2010 - August 2010
Skills
Financial Modeling, Finance, Investments, Microsoft Excel, Valuation, Public Speaking, Investment Banking, PowerPoint, Financial Analysis, Financial Institutions, Regional Banks
Education
Indiana University - Kelley School of Business 2012 — 2013
Master of Business Administration (M.B.A.)
Brown University
Commerce; Business Economics
Shenendehowa High School
Laura Hansen Laura Hansen's Northwestern Mutual Experience March 2005 - October 2005
Job Laura Hansen PhotographyOwner
Industry Photography
Experience
LAURA HANSEN PHOTOGRAPHY January 2003 - Present
The Daily Transcript February 2010 - March 2013
Alaska Airlines January 2007 - January 2010
SAN DIEGO RANCH COAST NEWSPAPER GROUP October 2005 - May 2006
Northwestern Mutual March 2005 - October 2005
Skills
Market Planning, Photography, Customer Service, Social Media Marketing, Marketing Communications, Social Media, Public Speaking, PowerPoint, Email Marketing, Sales Management, Event Management, Marketing, Marketing Strategy, Lead Generation, Sales
Education
Brooks Institute of Photography 2000 — 2002
BACHELOR OF ARTS, COMMERCIAL ADVERTISING
LAURA HANSEN PHOTOGRAPHY January 2003 - Present
The Daily Transcript February 2010 - March 2013
Alaska Airlines January 2007 - January 2010
SAN DIEGO RANCH COAST NEWSPAPER GROUP October 2005 - May 2006
Northwestern Mutual March 2005 - October 2005
Skills
Market Planning, Photography, Customer Service, Social Media Marketing, Marketing Communications, Social Media, Public Speaking, PowerPoint, Email Marketing, Sales Management, Event Management, Marketing, Marketing Strategy, Lead Generation, Sales
Education
Brooks Institute of Photography 2000 — 2002
BACHELOR OF ARTS, COMMERCIAL ADVERTISING
Connor Carey's Northwestern Mutual Experience April 2011 - September 2011
Job Unified Product Team at RSA, The Security Division of EMC
Industry Information Technology and Services
Experience
RSA, The Security Division of EMC February 2015 - Present
EMC June 2013 - February 2015
Bryant University August 2011 - May 2013
Liberty Mutual Insurance June 2012 - September 2012
Northwestern Mutual April 2011 - September 2011
Skills
Microsoft Word, Microsoft Excel, SAP, HFM, Smartview, PowerPoint, Financial Analysis, Financial Reporting, Financial Services, Financial Systems, Exceptional People..., Problem Solving, Sales, Teamwork, Event Planning, Investments, Time Management, Management, Customer Service, Microsoft Office, Social Media, Leadership
Education
Bryant University 2009 — 2013
Bachelor of Science in Business Administration, Finance and Economics
RSA, The Security Division of EMC February 2015 - Present
EMC June 2013 - February 2015
Bryant University August 2011 - May 2013
Liberty Mutual Insurance June 2012 - September 2012
Northwestern Mutual April 2011 - September 2011
Skills
Microsoft Word, Microsoft Excel, SAP, HFM, Smartview, PowerPoint, Financial Analysis, Financial Reporting, Financial Services, Financial Systems, Exceptional People..., Problem Solving, Sales, Teamwork, Event Planning, Investments, Time Management, Management, Customer Service, Microsoft Office, Social Media, Leadership
Education
Bryant University 2009 — 2013
Bachelor of Science in Business Administration, Finance and Economics
Christopher J. Fabian, CRPC's Northwestern Mutual Experience April 2007 - January 2008
Job Vice President, Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2009 - Present
Best Buddies New York March 2010 - Present
Northwestern Mutual April 2007 - January 2008
Skills
Retirement Planning, Investments, Estate Planning, Wealth Management, Strategic Financial..., Financial Advisory, Financial Planning, Asset Management, Risk Management, Financial Planners, Series 7, Retirement, Portfolio Management, Personal Financial..., Wealth Management..., 401k Rollovers, Budgeting, 401k, Investment Advisory, Asset Allocation, Series 24, Investment Strategies, Wealth Accumulation
Education
Siena College 2005 — 2009
BS, Finance, Minor in English
Bryant and Stratton College 2010 — 2012
Financial Planning Coursework
College for Financial Planning 2009 — 2010
CRPC, Chartered Retirement Planning Counselor (SM)
AXA Advisors June 2009 - Present
Best Buddies New York March 2010 - Present
Northwestern Mutual April 2007 - January 2008
Skills
Retirement Planning, Investments, Estate Planning, Wealth Management, Strategic Financial..., Financial Advisory, Financial Planning, Asset Management, Risk Management, Financial Planners, Series 7, Retirement, Portfolio Management, Personal Financial..., Wealth Management..., 401k Rollovers, Budgeting, 401k, Investment Advisory, Asset Allocation, Series 24, Investment Strategies, Wealth Accumulation
Education
Siena College 2005 — 2009
BS, Finance, Minor in English
Bryant and Stratton College 2010 — 2012
Financial Planning Coursework
College for Financial Planning 2009 — 2010
CRPC, Chartered Retirement Planning Counselor (SM)
Brendan Klebanoff Brendan Klebanoff's Northwestern Mutual Experience September 2012 - March 2013
Job Acquisition Analyst at Sumner Partners LLC
Industry Real Estate
Experience
Sumner Partners LLC April 2013 - Present
Northwestern Mutual September 2012 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking
Education
Bucknell University 2008 — 2012
Bachelor of Science (BS), Accounting and Business/Management
St. Albans School 2004 — 2008
Sumner Partners LLC April 2013 - Present
Northwestern Mutual September 2012 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking
Education
Bucknell University 2008 — 2012
Bachelor of Science (BS), Accounting and Business/Management
St. Albans School 2004 — 2008
Kelly Maloney Kelly Maloney's Northwestern Mutual Experience July 2013 - November 2013
Job Salon Coordinator and Manager at Warren Tricomi Salon and Spa
Industry Cosmetics
Experience
Warren Tricomi Salon and Spa February 2014 - Present
Northwestern Mutual July 2013 - November 2013
Basil T's Restaurant Bar and Grill April 2010 - May 2012
Newport Capital Group 2011 - 2012
Skills
Data Entry, Employee Benefits, Filing, Databases, Travel Arrangements, Records Management, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Investments, Access, Microsoft Office, Lotus Notes, Finance, Sales, Salesforce.com, Spreadsheets, Management
Education
Middletown High School South 2004 — 2008
Brookdale Community College
Warren Tricomi Salon and Spa February 2014 - Present
Northwestern Mutual July 2013 - November 2013
Basil T's Restaurant Bar and Grill April 2010 - May 2012
Newport Capital Group 2011 - 2012
Skills
Data Entry, Employee Benefits, Filing, Databases, Travel Arrangements, Records Management, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Investments, Access, Microsoft Office, Lotus Notes, Finance, Sales, Salesforce.com, Spreadsheets, Management
Education
Middletown High School South 2004 — 2008
Brookdale Community College
Diana Carbajal's Northwestern Mutual Experience May 2013 - October 2014
Job General Partner / Studio Artist at ilusqui
Industry Financial Services
Experience
ilusqui April 2015 - Present
Wichita State University October 2014 - Present
Northwestern Mutual May 2013 - October 2014
Wichita State University August 2011 - August 2013
Grace Med Clinic 2009 - 2011
Skills
Public Speaking, Event Planning, Higher Education, Fundraising, Leadership Development, Coaching, Time Management, Leadership, Public Relations, Research, Social Media, Recruitment, Recruiting, Community Outreach, Nonprofits, PowerPoint, Marketing, Social Networking, Microsoft Office, Training, Facebook, Outlook, Microsoft Excel, Social Media Marketing, Microsoft Word, Event Management, Customer Service, Access, Teaching, Marketing Communications, Staff Development, Strategic Planning, Budgets, Organizational..., Team Leadership, Team Building, Advertising, Resume Writing, Sales, College Recruiting, Blogging, Market Research, Management, Marketing Strategy, Volunteer Management, Squirrels
Education
Friends University
Master's degree, Business Administration and Management, General
Wichita State University 2010 — 2013
Bachelor's of Fine Arts, Studio Arts - Emphasis Drawing
Butler Community College
Associate of Arts and Sciences (A.A.S.)
ilusqui April 2015 - Present
Wichita State University October 2014 - Present
Northwestern Mutual May 2013 - October 2014
Wichita State University August 2011 - August 2013
Grace Med Clinic 2009 - 2011
Skills
Public Speaking, Event Planning, Higher Education, Fundraising, Leadership Development, Coaching, Time Management, Leadership, Public Relations, Research, Social Media, Recruitment, Recruiting, Community Outreach, Nonprofits, PowerPoint, Marketing, Social Networking, Microsoft Office, Training, Facebook, Outlook, Microsoft Excel, Social Media Marketing, Microsoft Word, Event Management, Customer Service, Access, Teaching, Marketing Communications, Staff Development, Strategic Planning, Budgets, Organizational..., Team Leadership, Team Building, Advertising, Resume Writing, Sales, College Recruiting, Blogging, Market Research, Management, Marketing Strategy, Volunteer Management, Squirrels
Education
Friends University
Master's degree, Business Administration and Management, General
Wichita State University 2010 — 2013
Bachelor's of Fine Arts, Studio Arts - Emphasis Drawing
Butler Community College
Associate of Arts and Sciences (A.A.S.)
Austin Hoeg Austin Hoeg's Northwestern Mutual Experience June 2012 - August 2012
Job Private Equity | Analyst at Isles Ranch Partners
Industry Real Estate
Experience
Isles Ranch Partners August 2014 - Present
CarVal Investors June 2013 - September 2013
Northwestern Mutual June 2012 - August 2012
Eagle Ridge Partners May 2011 - September 2011
Fairview Health Services May 2011 - August 2011
Skills
Due Diligence, Finance, Investment Properties, Real Estate, Equities, Loans, Portfolio Management, Real Estate Economics, Investments, Investment Strategies, Asset Management, Financial Analysis, Financial Modeling, Economics, Valuation, Leadership, Microsoft Excel, PowerPoint, Microsoft Office
Education
Bucknell University 2010 — 2014
Bachelor of Science (BS), Economics; Political Science, Cum Laude
Danish Institue for Study Abroad (DIS) 2012 — 2012
Economics
Blake High School 2007 — 2010
Isles Ranch Partners August 2014 - Present
CarVal Investors June 2013 - September 2013
Northwestern Mutual June 2012 - August 2012
Eagle Ridge Partners May 2011 - September 2011
Fairview Health Services May 2011 - August 2011
Skills
Due Diligence, Finance, Investment Properties, Real Estate, Equities, Loans, Portfolio Management, Real Estate Economics, Investments, Investment Strategies, Asset Management, Financial Analysis, Financial Modeling, Economics, Valuation, Leadership, Microsoft Excel, PowerPoint, Microsoft Office
Education
Bucknell University 2010 — 2014
Bachelor of Science (BS), Economics; Political Science, Cum Laude
Danish Institue for Study Abroad (DIS) 2012 — 2012
Economics
Blake High School 2007 — 2010
Keegen Pace Keegen Pace's Northwestern Mutual Experience 2001 - Present
Job Financial Representative at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual 2001 - Present
Education
Buena Vista University 1999 — 2003
finance
Griswold
Northwestern Mutual 2001 - Present
Education
Buena Vista University 1999 — 2003
finance
Griswold
Michelle Figat Michelle Figat's Northwestern Mutual Experience May 2009 - August 2009
Job Investment Analyst at The Hartford
Industry Investment Management
Experience
The Hartford July 2013 - Present
The Hartford July 2011 - June 2014
The Hartford June 2010 - August 2010
Northwestern Mutual May 2009 - August 2009
Skills
Mutual Funds, Fund Due Diligence, Financial Analysis, Financial Reporting, Financial Forecasting, Variance Analysis, Morningstar, Investments, Hedge Funds, Separately Managed...
Education
Bryant University 2007 — 2011
Bachelor of Science in Business Administration, Finance
CFA Institute
The Hartford July 2013 - Present
The Hartford July 2011 - June 2014
The Hartford June 2010 - August 2010
Northwestern Mutual May 2009 - August 2009
Skills
Mutual Funds, Fund Due Diligence, Financial Analysis, Financial Reporting, Financial Forecasting, Variance Analysis, Morningstar, Investments, Hedge Funds, Separately Managed...
Education
Bryant University 2007 — 2011
Bachelor of Science in Business Administration, Finance
CFA Institute
Evan Collins Evan Collins's Northwestern Mutual Experience May 2011 - Present
Job Financial Representative Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual May 2011 - Present
Education
Bryan College
Business Management
CCS
Northwestern Mutual May 2011 - Present
Education
Bryan College
Business Management
CCS
Matt Raposo Matt Raposo's Northwestern Mutual Experience May 2012 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual May 2012 - Present
Fidelity Investments January 2010 - April 2012
Skills
Wealth Management..., Series 7, Retirement Planning, 401k, Investments, Disability Insurance, Life Insurance, High Net Worth..., 529 Plans, Long-term Care, Mutual Funds, Asset Allocation
Education
Bryant University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Northwestern Mutual May 2012 - Present
Fidelity Investments January 2010 - April 2012
Skills
Wealth Management..., Series 7, Retirement Planning, 401k, Investments, Disability Insurance, Life Insurance, High Net Worth..., 529 Plans, Long-term Care, Mutual Funds, Asset Allocation
Education
Bryant University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
David DeCelle's Northwestern Mutual Experience May 2011 - Present
Job at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual May 2011 - Present
Young Media Enterprises, LLC. January 2011 - May 2012
HD Marine May 2007 - May 2012
Ameriprise Financial Services, Inc. January 2011 - May 2011
Skills
Strategy, Time Management, Customer Service, Sales, Long-term Care, Asset Allocation, Portfolio Management, Asset Management, Estate Planning, Valuation, Leadership, Public Speaking, Alternative Investments, Mobile Devices, Equities, Fixed Income, Creative Direction, Financial Planners, Financial Services, Social Networking
Education
Bryant University
Bachelor of Science, Finance
St. John's Preparatory High School
High School Diploma, General Studies
Northwestern Mutual May 2011 - Present
Young Media Enterprises, LLC. January 2011 - May 2012
HD Marine May 2007 - May 2012
Ameriprise Financial Services, Inc. January 2011 - May 2011
Skills
Strategy, Time Management, Customer Service, Sales, Long-term Care, Asset Allocation, Portfolio Management, Asset Management, Estate Planning, Valuation, Leadership, Public Speaking, Alternative Investments, Mobile Devices, Equities, Fixed Income, Creative Direction, Financial Planners, Financial Services, Social Networking
Education
Bryant University
Bachelor of Science, Finance
St. John's Preparatory High School
High School Diploma, General Studies
Aaron Heidorn Aaron Heidorn's Northwestern Mutual Experience August 2011 - May 2012
Job Application Developer at BlueCross BlueShield of Tennessee
Industry Computer Software
Experience
BlueCross BlueShield of Tennessee May 2015 - Present
BlueCross BlueShield of Tennessee March 2013 - May 2015
Target May 2008 - March 2013
Northwestern Mutual August 2011 - May 2012
JAARS, Inc. 2007 - 2008
Skills
Leadership, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Troubleshooting, Social Networking, Windows, Web Design, Team Leadership, Strategic Planning, Java, JavaScript, CSS, HTML, J2EE Application..., SQL, Web Development, Java Application..., Websphere, WebSphere Application..., SOA, SOAP, SoapUI, J2EE Web Services, ASP, IIS, XML, JSON, WAM, Active Directory, System Deployment, VBScript, JMS, JDBC, JNDI, JSF, Struts, JAX-WS, JSP, Website Development, Web Applications, Applications Software..., Research
Education
Bryan College 2008 — 2012
Bachelors of Science, Business Administration: Management Information Systems, 3.63
BlueCross BlueShield of Tennessee May 2015 - Present
BlueCross BlueShield of Tennessee March 2013 - May 2015
Target May 2008 - March 2013
Northwestern Mutual August 2011 - May 2012
JAARS, Inc. 2007 - 2008
Skills
Leadership, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Troubleshooting, Social Networking, Windows, Web Design, Team Leadership, Strategic Planning, Java, JavaScript, CSS, HTML, J2EE Application..., SQL, Web Development, Java Application..., Websphere, WebSphere Application..., SOA, SOAP, SoapUI, J2EE Web Services, ASP, IIS, XML, JSON, WAM, Active Directory, System Deployment, VBScript, JMS, JDBC, JNDI, JSF, Struts, JAX-WS, JSP, Website Development, Web Applications, Applications Software..., Research
Education
Bryan College 2008 — 2012
Bachelors of Science, Business Administration: Management Information Systems, 3.63
Gary Crowley's Northwestern Mutual Experience May 2010 - September 2010
Job Account Executive Southeast at Rapid7
Industry Information Technology and Services
Experience
Rapid7 January 2015 - Present
Jeff McCormick for Governor Campaign November 2013 - December 2014
Daley and Associates 2012 - June 2013
Carousel Industries 2011 - 2012
Northwestern Mutual May 2010 - September 2010
Skills
Sales, Account Management, Social Networking, New Business Development, Networking, Sales Process, Technical Recruiting, Talent Acquisition, Lead Generation, Time Management, Recruiting, Strategic Planning, Solution Selling, CRM, Cloud Computing, Market Research, Leadership, VoIP, Management, Virtualization
Education
Bryant University 2007 — 2011
Bachelor of Science (BS) in BA, Marketing/Communications
Scituate High School 2003 — 2007
Rapid7 January 2015 - Present
Jeff McCormick for Governor Campaign November 2013 - December 2014
Daley and Associates 2012 - June 2013
Carousel Industries 2011 - 2012
Northwestern Mutual May 2010 - September 2010
Skills
Sales, Account Management, Social Networking, New Business Development, Networking, Sales Process, Technical Recruiting, Talent Acquisition, Lead Generation, Time Management, Recruiting, Strategic Planning, Solution Selling, CRM, Cloud Computing, Market Research, Leadership, VoIP, Management, Virtualization
Education
Bryant University 2007 — 2011
Bachelor of Science (BS) in BA, Marketing/Communications
Scituate High School 2003 — 2007
Daniel Rosenthal Daniel Rosenthal's Northwestern Mutual Experience January 2011 - December 2013
Job Vice President Wealth Structuring at Merrill Lynch; Series 7, Series 6, Series 63, Life & health license
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch November 2013 - June 2014
Northwestern Mutual January 2011 - December 2013
parx casino January 2011 - December 2011
Ivy Hill Cemetery May 2007 - September 2011
Skills
Finance, Leadership, Management, Access, Retirement, Mutual Funds, Investments, Fixed Annuities, Retirement Planning, Team Building, Financial Analysis, Insurance, Account Management, Series 6, Disability Insurance, Life Insurance, Long-term Care, Strategic Financial..., Public Speaking, Whole Life, Sales, Salesforce.com, Microsoft Excel, Series 63, Series 7, Asset Allocation, Marketing, Asset Management, Alternative Investments, Training, Strategic Planning, Securities, IRAs, Variable Annuities, Financial Advisory, Wealth, Equities, Customer Service, Financial Services
Education
Temple University - Fox School of Business and Management 2009 — 2011
Bachelor of Business Administration (BBA), B.B.A.
Bucks County Community College 2007 — 2009
Lock Haven University of Pennsylvania 2005 — 2007
Council Rock High School South
Merrill Lynch July 2014 - Present
Merrill Lynch November 2013 - June 2014
Northwestern Mutual January 2011 - December 2013
parx casino January 2011 - December 2011
Ivy Hill Cemetery May 2007 - September 2011
Skills
Finance, Leadership, Management, Access, Retirement, Mutual Funds, Investments, Fixed Annuities, Retirement Planning, Team Building, Financial Analysis, Insurance, Account Management, Series 6, Disability Insurance, Life Insurance, Long-term Care, Strategic Financial..., Public Speaking, Whole Life, Sales, Salesforce.com, Microsoft Excel, Series 63, Series 7, Asset Allocation, Marketing, Asset Management, Alternative Investments, Training, Strategic Planning, Securities, IRAs, Variable Annuities, Financial Advisory, Wealth, Equities, Customer Service, Financial Services
Education
Temple University - Fox School of Business and Management 2009 — 2011
Bachelor of Business Administration (BBA), B.B.A.
Bucks County Community College 2007 — 2009
Lock Haven University of Pennsylvania 2005 — 2007
Council Rock High School South
Douglas James Alexander's Northwestern Mutual Experience November 2009 - June 2015
Job Service Manager at A&D Pump Repair
Industry Machinery
Experience
A&D Pump Repair March 2015 - Present
Financial Services November 2009 - Present
Northwestern Mutual November 2009 - June 2015
A&D Industrial Marine and Pump Repair Inc January 2009 - December 2009
Jones and Masters Games Inc. d.b.a. The Game Room Store January 2002 - January 2009
Education
Monmouth University 2005 — 2008
Bachelor, Finance
Brookdale Community College 2002 — 2005
Associate, Business
Freehold Twp High School 1998 — 2002
A&D Pump Repair March 2015 - Present
Financial Services November 2009 - Present
Northwestern Mutual November 2009 - June 2015
A&D Industrial Marine and Pump Repair Inc January 2009 - December 2009
Jones and Masters Games Inc. d.b.a. The Game Room Store January 2002 - January 2009
Education
Monmouth University 2005 — 2008
Bachelor, Finance
Brookdale Community College 2002 — 2005
Associate, Business
Freehold Twp High School 1998 — 2002
Jennifer Bates Conklyn's Northwestern Mutual Experience 2011 - 2012
Job Client Service Associate at The Centurion Group, LLC
Industry Financial Services
Experience
The Centurion Group, LLC 2012 - Present
Northwestern Mutual 2011 - 2012
The Knit Wit / Adam Lippes 2009 - 2011
Jimmy Duffy & Sons Catering 1995 - 1998
Corestates Financial Corp 1988 - 1994
Skills
Financial Reporting, Accounting, Insurance, Strategic Financial..., Microsoft Excel, Retirement, Customer Service, Microsoft Office
Education
Bucknell University 1984 — 1988
BS, Accounting
The Restaurant School 1994 — 1996
Associate, Culinary Arts
Episcopal Academy 1981 — 1984
The Centurion Group, LLC 2012 - Present
Northwestern Mutual 2011 - 2012
The Knit Wit / Adam Lippes 2009 - 2011
Jimmy Duffy & Sons Catering 1995 - 1998
Corestates Financial Corp 1988 - 1994
Skills
Financial Reporting, Accounting, Insurance, Strategic Financial..., Microsoft Excel, Retirement, Customer Service, Microsoft Office
Education
Bucknell University 1984 — 1988
BS, Accounting
The Restaurant School 1994 — 1996
Associate, Culinary Arts
Episcopal Academy 1981 — 1984
Katie Logan Katie Logan's Northwestern Mutual Experience December 2009 - May 2010
Job Accountant at athenahealth
Industry Hospital & Health Care
Experience
athenahealth March 2014 - Present
TripAdvisor December 2011 - March 2014
JPMorgan Chase June 2011 - December 2011
Northwestern Mutual December 2009 - May 2010
UBS May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Accounting, Accounts Payable, Accounts Receivable, Workday, PeopleSoft, Analysis, Risk Management, Management, Forecasting, Account Reconciliation, Financial Reporting, Accruals
Education
Bryant University
Bachelor's degree, Finance
athenahealth March 2014 - Present
TripAdvisor December 2011 - March 2014
JPMorgan Chase June 2011 - December 2011
Northwestern Mutual December 2009 - May 2010
UBS May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Accounting, Accounts Payable, Accounts Receivable, Workday, PeopleSoft, Analysis, Risk Management, Management, Forecasting, Account Reconciliation, Financial Reporting, Accruals
Education
Bryant University
Bachelor's degree, Finance
Kenny Duftler Kenny Duftler's Northwestern Mutual Experience April 2011 - June 2014
Job Senior Account Executive at 5W Public Relations
Industry Financial Services
Experience
5W Public Relations June 2014 - Present
Northwestern Mutual April 2011 - June 2014
Standard & Poor's February 2010 - January 2011
BIA January 2009 - October 2009
DOAR Litigation Consulting December 2005 - December 2008
Shearman & Sterling 2002 - 2005
Fish & Neave July 2001 - November 2002
Paul, Weiss, Rifkind, Wharton & Garrison July 1999 - July 2001
Skills
Consulting, Management, Litigation Support, Litigation, Insurance, Intellectual Property, Risk Management, Commercial Litigation, Document Review, Contract Management, Corporate Law, Financial Services, Business, Strategic Financial..., Corporate Governance, Civil Litigation, New Business Development, Strategic Planning, Vendor Management, Business Strategy, Leadership, Trials, Project Management, Series 63, Strategy
Education
Brooklyn Law School 1992 — 1995
5W Public Relations June 2014 - Present
Northwestern Mutual April 2011 - June 2014
Standard & Poor's February 2010 - January 2011
BIA January 2009 - October 2009
DOAR Litigation Consulting December 2005 - December 2008
Shearman & Sterling 2002 - 2005
Fish & Neave July 2001 - November 2002
Paul, Weiss, Rifkind, Wharton & Garrison July 1999 - July 2001
Skills
Consulting, Management, Litigation Support, Litigation, Insurance, Intellectual Property, Risk Management, Commercial Litigation, Document Review, Contract Management, Corporate Law, Financial Services, Business, Strategic Financial..., Corporate Governance, Civil Litigation, New Business Development, Strategic Planning, Vendor Management, Business Strategy, Leadership, Trials, Project Management, Series 63, Strategy
Education
Brooklyn Law School 1992 — 1995
Rachel Desy Rachel Desy's Northwestern Mutual Experience December 2008 - April 2010
Job Office Manager at Chamber & Development Council of Crawford County, Iowa
Industry Nonprofit Organization Management
Experience
Chamber & Development Council of Crawford County, Iowa November 2012 - Present
Northwestern Mutual Financial Network May 2010 - November 2012
Northwestern Mutual December 2008 - April 2010
Skills
Building Relationships, Customer Service, Business Development, Fundraising, Financial Analysis, Leadership
Education
Buena Vista University 2006 — 2009
Bachelors, International Business & Spanish
Chamber & Development Council of Crawford County, Iowa November 2012 - Present
Northwestern Mutual Financial Network May 2010 - November 2012
Northwestern Mutual December 2008 - April 2010
Skills
Building Relationships, Customer Service, Business Development, Fundraising, Financial Analysis, Leadership
Education
Buena Vista University 2006 — 2009
Bachelors, International Business & Spanish
Maureen O'Donnell, CLU, CLTC's Northwestern Mutual Experience August 1987 - Present
Job Financial Representative, Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 1987 - Present
Education
Bryant University 1983 — 1987
Northwestern Mutual August 1987 - Present
Education
Bryant University 1983 — 1987
Kaitlyn Diana Kaitlyn Diana's Northwestern Mutual Experience March 2013 - Present
Job Director of Recruiting at Northwestern Mutual
Industry Human Resources
Experience
Northwestern Mutual March 2013 - Present
CVS Caremark Corporation January 2012 - March 2013
Seven Step RPO July 2011 - March 2013
Allstate July 2011 - January 2012
Young Equipment Sales October 2010 - July 2011
Medical Staffing Network May 2009 - August 2009
Mangiamos May 2008 - August 2009
Town of Huntington May 2005 - August 2008
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, College Recruiting, Onboarding, Internet Recruiting, Technical Recruiting, Sourcing, Human Resources, Cold Calling, Sales, Temporary Placement, Interviews, Employee Relations, Screening Resumes, Talent Management, Contract Recruitment, Staffing Services, Benefits Negotiation, Employee Benefits, Executive Search, Resume Writing, Networking, Taleo, Hiring, Training, Microsoft Office, Leadership, Microsoft Excel, Marketing, Customer Service, Management
Education
Bryant University 2006 — 2010
Bachelor of Science, Business Administration; Marketing
University of Arcadia 2009 — 2009
International Business- Studied Abroad in Barcelona
Northwestern Mutual March 2013 - Present
CVS Caremark Corporation January 2012 - March 2013
Seven Step RPO July 2011 - March 2013
Allstate July 2011 - January 2012
Young Equipment Sales October 2010 - July 2011
Medical Staffing Network May 2009 - August 2009
Mangiamos May 2008 - August 2009
Town of Huntington May 2005 - August 2008
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, College Recruiting, Onboarding, Internet Recruiting, Technical Recruiting, Sourcing, Human Resources, Cold Calling, Sales, Temporary Placement, Interviews, Employee Relations, Screening Resumes, Talent Management, Contract Recruitment, Staffing Services, Benefits Negotiation, Employee Benefits, Executive Search, Resume Writing, Networking, Taleo, Hiring, Training, Microsoft Office, Leadership, Microsoft Excel, Marketing, Customer Service, Management
Education
Bryant University 2006 — 2010
Bachelor of Science, Business Administration; Marketing
University of Arcadia 2009 — 2009
International Business- Studied Abroad in Barcelona
Chase J. Weaver Chase J. Weaver's Northwestern Mutual Experience April 2011 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2011 - Present
Chosen Model Managment 2012 - 2015
Buena Vista University August 2009 - May 2012
Skills
Retirement Planning, Life Insurance, Disability Insurance, Strategic Financial..., Retirement, Investments, Long Term Care Insurance, Insurance, Estate Planning, Wealth Management, Finance
Education
Buena Vista University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Corporate Math, Cum Laude
Northwestern Mutual April 2011 - Present
Chosen Model Managment 2012 - 2015
Buena Vista University August 2009 - May 2012
Skills
Retirement Planning, Life Insurance, Disability Insurance, Strategic Financial..., Retirement, Investments, Long Term Care Insurance, Insurance, Estate Planning, Wealth Management, Finance
Education
Buena Vista University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Corporate Math, Cum Laude
Jeff Doyle's Northwestern Mutual Experience June 2010 - September 2010
Job Investments Operations Foreign Markets Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments January 2013 - Present
Fidelity Investments July 2011 - January 2013
Northwestern Mutual June 2010 - September 2010
Skills
Leadership, Series 7, Financial Services, Series 63, Insurance
Education
Bryant University 2007 — 2011
Bachelor of Science, Business Administration; Financial Services, 3.54
Fidelity Investments September 2014 - Present
Fidelity Investments January 2013 - Present
Fidelity Investments July 2011 - January 2013
Northwestern Mutual June 2010 - September 2010
Skills
Leadership, Series 7, Financial Services, Series 63, Insurance
Education
Bryant University 2007 — 2011
Bachelor of Science, Business Administration; Financial Services, 3.54
Elizabeth Levasseur's Northwestern Mutual Experience November 2012 - March 2013
Job Project Manager at Experian Data Quality
Industry Computer Software
Experience
Experian Data Quality April 2015 - Present
Experian Data Quality February 2014 - April 2015
Experian QAS US April 2013 - April 2015
Northwestern Mutual November 2012 - March 2013
Peter Jacobsen Sports, LLC January 2012 - June 2012
Collegiate Entrepreneurs Organization September 2010 - May 2012
Skills
PowerPoint, Customer Service, Microsoft Office, Social Media, Event Planning, Facebook, Microsoft Word, Social Media Marketing, Time Management, Event Management, Management, Recruiting, Public Speaking, Social Networking, Project Planning, Microsoft Excel
Education
Bryant University 2008 — 2012
BS, Business Administration, Management
New Bedford High School 2004 — 2008
Experian Data Quality April 2015 - Present
Experian Data Quality February 2014 - April 2015
Experian QAS US April 2013 - April 2015
Northwestern Mutual November 2012 - March 2013
Peter Jacobsen Sports, LLC January 2012 - June 2012
Collegiate Entrepreneurs Organization September 2010 - May 2012
Skills
PowerPoint, Customer Service, Microsoft Office, Social Media, Event Planning, Facebook, Microsoft Word, Social Media Marketing, Time Management, Event Management, Management, Recruiting, Public Speaking, Social Networking, Project Planning, Microsoft Excel
Education
Bryant University 2008 — 2012
BS, Business Administration, Management
New Bedford High School 2004 — 2008
Ashley Nendick's Northwestern Mutual Experience June 2010 - August 2010
Job Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting January 2013 - Present
The Salter Group July 2012 - December 2012
Sony Pictures Entertainment August 2011 - January 2012
Sony Pictures Entertainment June 2011 - August 2011
Northwestern Mutual June 2010 - August 2010
Skills
Digital Media, Valuation, Capital Markets, Social Media, Strategy, Finance, Forecasting
Education
University of Southern California - Marshall School of Business 2009 — 2012
Bachelors of Science, Business
Bucknell University 2008 — 2009
Bachelors, Economics
Chadwick
Chadwick
FTI Consulting January 2013 - Present
The Salter Group July 2012 - December 2012
Sony Pictures Entertainment August 2011 - January 2012
Sony Pictures Entertainment June 2011 - August 2011
Northwestern Mutual June 2010 - August 2010
Skills
Digital Media, Valuation, Capital Markets, Social Media, Strategy, Finance, Forecasting
Education
University of Southern California - Marshall School of Business 2009 — 2012
Bachelors of Science, Business
Bucknell University 2008 — 2009
Bachelors, Economics
Chadwick
Chadwick
Tyler Berry Tyler Berry's Northwestern Mutual Experience November 2012 - May 2013
Job Property Claims Adjuster at Plymouth Rock Assurance
Industry Financial Services
Experience
Plymouth Rock Assurance September 2015 - Present
Geek Squad July 2015 - September 2015
Johnson and Wales University December 2014 - September 2015
Best Buy October 2014 - July 2015
Loring Advisory Group July 2014 - October 2014
Bryant University September 2010 - May 2014
Plymouth Rock Assurance May 2012 - August 2013
Northwestern Mutual November 2012 - May 2013
Bryant University March 2012 - December 2012
Finish Line November 2009 - August 2010
Skills
Teamwork, FactSet, Attention to Detail, Microsoft Office, Microsoft Excel, Oracle SQL, Morningstar, VBA, Financial Analysis, Time Management, Data Analysis, SQL, Mutual Funds, Hardware Installation, Fundraising, Hyperion Enterprise, Stata, Networking, Hyperion Interactive..., Microsoft SQL Server, Access, IT Strategy, Outlook Express, Database Security, Customer Service, Computer Hardware, Computer Security, Computer Repair, Microsoft Word, Hardware Diagnostics, Spanish, Social Networking, Public Speaking
Education
Johnson & Wales University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.83
Bryant University 2010 — 2014
Bachelor of Science (BS), Finance, Economics, 3.17
Plymouth Rock Assurance September 2015 - Present
Geek Squad July 2015 - September 2015
Johnson and Wales University December 2014 - September 2015
Best Buy October 2014 - July 2015
Loring Advisory Group July 2014 - October 2014
Bryant University September 2010 - May 2014
Plymouth Rock Assurance May 2012 - August 2013
Northwestern Mutual November 2012 - May 2013
Bryant University March 2012 - December 2012
Finish Line November 2009 - August 2010
Skills
Teamwork, FactSet, Attention to Detail, Microsoft Office, Microsoft Excel, Oracle SQL, Morningstar, VBA, Financial Analysis, Time Management, Data Analysis, SQL, Mutual Funds, Hardware Installation, Fundraising, Hyperion Enterprise, Stata, Networking, Hyperion Interactive..., Microsoft SQL Server, Access, IT Strategy, Outlook Express, Database Security, Customer Service, Computer Hardware, Computer Security, Computer Repair, Microsoft Word, Hardware Diagnostics, Spanish, Social Networking, Public Speaking
Education
Johnson & Wales University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.83
Bryant University 2010 — 2014
Bachelor of Science (BS), Finance, Economics, 3.17
Andrew J Lorence Andrew J Lorence's Northwestern Mutual Experience 2006 - 2007
Job Sales Representative at Zimmer
Industry Medical Devices
Experience
Zimmer Biomet January 2013 - Present
Applied Medical November 2007 - November 2012
Northwestern Mutual 2006 - 2007
UHS Hospitals 2005 - 2006
Skills
Analytical, Communication, Interpersonal, Public Speaking, Medical Devices, Healthcare, Clinical, Operating Room, Orthopedic, Hospitals, Capital Equipment, Surgery, Surgical Instruments, Surgeons, Disposables, Medical Sales, Microsoft Office, Market Development
Education
Binghamton University, the State University of New York 2004 — 2006
Bachelor, Science Human Development
Broome Community College 2002 — 2004
Associate, Science Business Administration
Zimmer Biomet January 2013 - Present
Applied Medical November 2007 - November 2012
Northwestern Mutual 2006 - 2007
UHS Hospitals 2005 - 2006
Skills
Analytical, Communication, Interpersonal, Public Speaking, Medical Devices, Healthcare, Clinical, Operating Room, Orthopedic, Hospitals, Capital Equipment, Surgery, Surgical Instruments, Surgeons, Disposables, Medical Sales, Microsoft Office, Market Development
Education
Binghamton University, the State University of New York 2004 — 2006
Bachelor, Science Human Development
Broome Community College 2002 — 2004
Associate, Science Business Administration
Matthew Kaiser's Northwestern Mutual Experience 2013 - Present
Job Lead Business Development Analyst at ruxit
Industry Computer Software
Experience
ruxit June 2015 - Present
Bryant University September 2014 - Present
Northwestern Mutual 2013 - Present
MBC inc. June 2007 - September 2013
BLU Crab House and Raw Bar June 2012 - August 2012
Self-Employed April 2011 - July 2011
Skills
Entrepreneurship, Microsoft Excel, Social Media, Teamwork, PowerPoint, Microsoft Office, Start-ups, Research, Sales, Microsoft Word, Public Speaking, Management, Investments, Team Leadership, Social Networking, Finance, Fundraising
Education
Bryant University 2011 — 2015
Entrepreneurship/Entrepreneurial Studies
River Hill High School 2007 — 2011
ruxit June 2015 - Present
Bryant University September 2014 - Present
Northwestern Mutual 2013 - Present
MBC inc. June 2007 - September 2013
BLU Crab House and Raw Bar June 2012 - August 2012
Self-Employed April 2011 - July 2011
Skills
Entrepreneurship, Microsoft Excel, Social Media, Teamwork, PowerPoint, Microsoft Office, Start-ups, Research, Sales, Microsoft Word, Public Speaking, Management, Investments, Team Leadership, Social Networking, Finance, Fundraising
Education
Bryant University 2011 — 2015
Entrepreneurship/Entrepreneurial Studies
River Hill High School 2007 — 2011
Robert Van Fechtmann Robert Van Fechtmann's Northwestern Mutual Experience December 2008 - March 2010
Job Providing Mortgage Solutions for Professionals and Their Clients at Fortren Funding LLC. NMLS ID# 960589
Industry Real Estate
Experience
Fortren Funding LLC November 2013 - Present
Legacy Planning Group, LLC July 2011 - October 2013
Northwestern Mutual December 2008 - March 2010
Shore Lending Group, LLC June 2007 - November 2008
Equity Source Home Loans, LLC 2005 - 2008
Skills
Life Insurance, Disability Insurance, Refinance, 401k, Health Insurance, Loans, Fixed Annuities, Insurance, Term Life Insurance, Finance, Small Business, Sales, Property & Casualty..., Mortgage Lending, Retirement, Customer Service, Long-term Care, Whole Life, Real Estate, Leadership, Microsoft Excel, Investments, Retirement Planning, Universal Life, Management, Reverse Mortgages, Great People Skills, Having Fun, Listening Skills
Education
Raritan High School 1999 — 2003
Brookdale Community College
Business
Fortren Funding LLC November 2013 - Present
Legacy Planning Group, LLC July 2011 - October 2013
Northwestern Mutual December 2008 - March 2010
Shore Lending Group, LLC June 2007 - November 2008
Equity Source Home Loans, LLC 2005 - 2008
Skills
Life Insurance, Disability Insurance, Refinance, 401k, Health Insurance, Loans, Fixed Annuities, Insurance, Term Life Insurance, Finance, Small Business, Sales, Property & Casualty..., Mortgage Lending, Retirement, Customer Service, Long-term Care, Whole Life, Real Estate, Leadership, Microsoft Excel, Investments, Retirement Planning, Universal Life, Management, Reverse Mortgages, Great People Skills, Having Fun, Listening Skills
Education
Raritan High School 1999 — 2003
Brookdale Community College
Business
Matthew DeRenzi Matthew DeRenzi's Northwestern Mutual Experience June 2013 - July 2013
Job Recent Graduate of Brown University
Industry Financial Services
Experience
Saint Clare's Health System February 2014 - June 2014
Northwestern Mutual June 2013 - July 2013
Delbarton Summer Sports Camps June 2008 - July 2010
Education
Brown University 2010 — 2015
Bachelor of Arts (B.A.), Economics, Senior
Delbarton School 2006 — 2010
Saint Clare's Health System February 2014 - June 2014
Northwestern Mutual June 2013 - July 2013
Delbarton Summer Sports Camps June 2008 - July 2010
Education
Brown University 2010 — 2015
Bachelor of Arts (B.A.), Economics, Senior
Delbarton School 2006 — 2010
Sam McGrath Sam McGrath's Northwestern Mutual Experience May 2012 - July 2012
Job Assistant Football Coach at Duke University
Industry Sports
Experience
Duke University March 2015 - Present
Wagner College March 2014 - February 2015
Stevenson University March 2013 - March 2014
Fairleigh Dickinson University August 2012 - February 2013
Northwestern Mutual May 2012 - July 2012
Fox Point Elementary School September 2010 - May 2012
Bench Press 4 Cancer November 2008 - November 2011
GLPYC June 2004 - August 2011
Skills
Risk Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Project Planning, Financial Analysis, Data Analysis, Leadership, Investments, Strategic Planning, Customer Service, Economics, Corporate Finance, Valuation, Finance, Project Management, Team Leadership, Fundraising
Education
Stevenson University 2013 — 2014
Master's Degree, Business & Technology Management
Brown University 2008 — 2012
Bachelor of Arts (BA), Commerce, Organizations, Entrepreneurship (C.O.E)
Longmeadow High School 2004 — 2008
Duke University March 2015 - Present
Wagner College March 2014 - February 2015
Stevenson University March 2013 - March 2014
Fairleigh Dickinson University August 2012 - February 2013
Northwestern Mutual May 2012 - July 2012
Fox Point Elementary School September 2010 - May 2012
Bench Press 4 Cancer November 2008 - November 2011
GLPYC June 2004 - August 2011
Skills
Risk Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Project Planning, Financial Analysis, Data Analysis, Leadership, Investments, Strategic Planning, Customer Service, Economics, Corporate Finance, Valuation, Finance, Project Management, Team Leadership, Fundraising
Education
Stevenson University 2013 — 2014
Master's Degree, Business & Technology Management
Brown University 2008 — 2012
Bachelor of Arts (BA), Commerce, Organizations, Entrepreneurship (C.O.E)
Longmeadow High School 2004 — 2008
Nicholas Hourigan's Northwestern Mutual Experience May 2012 - November 2012
Job Inside Sales at Actifio
Industry Information Technology and Services
Experience
Actifio July 2015 - Present
Adrenaline Lacrosse June 2013 - September 2013
Northwestern Mutual May 2012 - November 2012
AXA Advisors August 2010 - November 2010
Skills
Leadership, Teamwork, Coaching, Athletics, Lacrosse, Coaching & Mentoring, Team Building, Team Motivation, Leadership Development, Recruiting, Relationship Building, Public Speaking, Networking, Sports Conditioning, Organization Skills, Strength & Conditioning, NCAA Compliance, Lesson Planning, Microsoft Office, Marketing, Problem Solving, Warm Calling, Cold Calling, Sales, Financial Analysis, Microsoft Excel, Finance, Accounting, Salesforce.com, CRM
Education
Le Moyne College 2011 — 2015
B.S. in Business, Finance
Bryant and Stratton College-Albany 2012 — 2012
Life, Accident and Health Insurance Pre-Licensing Training
Shenendehowa HS 2007 — 2011
Actifio July 2015 - Present
Adrenaline Lacrosse June 2013 - September 2013
Northwestern Mutual May 2012 - November 2012
AXA Advisors August 2010 - November 2010
Skills
Leadership, Teamwork, Coaching, Athletics, Lacrosse, Coaching & Mentoring, Team Building, Team Motivation, Leadership Development, Recruiting, Relationship Building, Public Speaking, Networking, Sports Conditioning, Organization Skills, Strength & Conditioning, NCAA Compliance, Lesson Planning, Microsoft Office, Marketing, Problem Solving, Warm Calling, Cold Calling, Sales, Financial Analysis, Microsoft Excel, Finance, Accounting, Salesforce.com, CRM
Education
Le Moyne College 2011 — 2015
B.S. in Business, Finance
Bryant and Stratton College-Albany 2012 — 2012
Life, Accident and Health Insurance Pre-Licensing Training
Shenendehowa HS 2007 — 2011
Patrice Sampson-Bouchard Patrice Sampson-Bouchard's Northwestern Mutual Experience 2008 - 2009
Job Wealth Advisor at TIAACREF Financial Services
Industry Financial Services
Experience
TIAA-CREF Financial Services March 2011 - Present
First Niagara Bank 2009 - 2011
Northwestern Mutual 2008 - 2009
Skills
Personal Financial..., Financial Services, Wealth Management, Finance, Retirement Planning, Financial Planning, Series 7, Portfolio Management
Education
Bucknell University
Bachelor of Arts (B.A.), Economics
Trinity College-Hartford
Masters, Economics
TIAA-CREF Financial Services March 2011 - Present
First Niagara Bank 2009 - 2011
Northwestern Mutual 2008 - 2009
Skills
Personal Financial..., Financial Services, Wealth Management, Finance, Retirement Planning, Financial Planning, Series 7, Portfolio Management
Education
Bucknell University
Bachelor of Arts (B.A.), Economics
Trinity College-Hartford
Masters, Economics
Ted Ferik's Northwestern Mutual Experience September 2010 - Present
Job Investment Operations Analyst at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2010 - Present
North Shore Long Island Jewish Health System August 2008 - September 2010
Northwestern Mutual Financial Network March 2007 - July 2008
New York Life 2007 - 2008
Memberworks 2004 - 2004
Skills
Retirement Planning, Series 7, Morningstar, Portfolio Management, Strategic Financial..., Securities, Investments, Insurance, Financial Analysis, Series 63, Mutual Funds, Retirement, Equities, 401k, Financial Planners, Wealth Management, Asset Allocation, Finance, Financial Services, Financial Modeling, Fixed Income, Fixed Annuities, Bloomberg, Analysis, Accounting, Financial Reporting, Alternative Investments, Investment Management, Asset Management, Financial Planning
Education
Bryant University 2003 — 2007
B.S., Finance
Trumbull High School 1999 — 2003
Northwestern Mutual September 2010 - Present
North Shore Long Island Jewish Health System August 2008 - September 2010
Northwestern Mutual Financial Network March 2007 - July 2008
New York Life 2007 - 2008
Memberworks 2004 - 2004
Skills
Retirement Planning, Series 7, Morningstar, Portfolio Management, Strategic Financial..., Securities, Investments, Insurance, Financial Analysis, Series 63, Mutual Funds, Retirement, Equities, 401k, Financial Planners, Wealth Management, Asset Allocation, Finance, Financial Services, Financial Modeling, Fixed Income, Fixed Annuities, Bloomberg, Analysis, Accounting, Financial Reporting, Alternative Investments, Investment Management, Asset Management, Financial Planning
Education
Bryant University 2003 — 2007
B.S., Finance
Trumbull High School 1999 — 2003
Lizz Stendera's Northwestern Mutual Experience 2014 - 2014
Job Office Manager and Receptionist at Northwestern Mutual
Industry Financial Services
Experience
Prior Lake Savage School District March 2010 - Present
Northwestern Mutual 2014 - 2014
Northwestern Mutual 2014 - 2014
Northwestern Mutual 2014 - 2014
Media Relations June 2005 - May 2009
Barnes & Noble 2004 - 2005
Skills
Social Media, Marketing Communications, Media Relations, Impromptu Speaking, Public Speaking, Creative Writing, Learning Quickly, Learning New Software, Organization, Internal Communications, People Skills, Voice Over, Voice & Accent, Voice Acting, Secretarial Skills, Public Relations, Television, Social Networking, Customer Service
Education
Brown College 2002 — 2004
Associate's degree, Radio and Television Broadcasting Technology/Technician
Prior Lake Savage School District March 2010 - Present
Northwestern Mutual 2014 - 2014
Northwestern Mutual 2014 - 2014
Northwestern Mutual 2014 - 2014
Media Relations June 2005 - May 2009
Barnes & Noble 2004 - 2005
Skills
Social Media, Marketing Communications, Media Relations, Impromptu Speaking, Public Speaking, Creative Writing, Learning Quickly, Learning New Software, Organization, Internal Communications, People Skills, Voice Over, Voice & Accent, Voice Acting, Secretarial Skills, Public Relations, Television, Social Networking, Customer Service
Education
Brown College 2002 — 2004
Associate's degree, Radio and Television Broadcasting Technology/Technician
Michael Welker, CISSP's Northwestern Mutual Experience August 2015 - Present
Job Sr Security Engineer at Rockwell Automation
Industry Information Technology and Services
Experience
Northwestern Mutual August 2015 - Present
Rockwell Automation July 2012 - August 2015
Level 3 Communications March 1997 - July 2012
Frontier Communications 1997 - 2000
Skills
Firewalls, Information Security, Security, Routing, Architecture, CISSP, IPS, IDS, Intrusion Detection
Education
Bryant & Stratton College 1995 — 1997
Associate, Information Technology
Northwestern Mutual August 2015 - Present
Rockwell Automation July 2012 - August 2015
Level 3 Communications March 1997 - July 2012
Frontier Communications 1997 - 2000
Skills
Firewalls, Information Security, Security, Routing, Architecture, CISSP, IPS, IDS, Intrusion Detection
Education
Bryant & Stratton College 1995 — 1997
Associate, Information Technology
Erik Constantino, CFP, CLU, ChFC's Northwestern Mutual Experience 1986 - Present
Job Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network September 1986 - Present
Northwestern Mutual 1986 - Present
Skills
Retirement Planning, Fixed Annuities, Wealth Management, Insurance, Series 63, Customer Service, Investments, Management, Investment Strategies, Mutual Funds, Series 7, Financial Analysis, Sales, Retirement, 401k, IRAs, Asset Allocation, Uniform Combined State..., Long-term Care, Series 65, PowerPoint, 401k Rollovers
Education
Bryant University 1982 — 1986
Bachelor’s Degree, Business Administration and Management, General
Northwestern Mutual Financial Network September 1986 - Present
Northwestern Mutual 1986 - Present
Skills
Retirement Planning, Fixed Annuities, Wealth Management, Insurance, Series 63, Customer Service, Investments, Management, Investment Strategies, Mutual Funds, Series 7, Financial Analysis, Sales, Retirement, 401k, IRAs, Asset Allocation, Uniform Combined State..., Long-term Care, Series 65, PowerPoint, 401k Rollovers
Education
Bryant University 1982 — 1986
Bachelor’s Degree, Business Administration and Management, General
Adam Cross, CAIA's Northwestern Mutual Experience August 2007 - December 2007
Job Director, Investor Relations at Vida Capital, Inc.
Industry Venture Capital & Private Equity
Experience
Vida Capital January 2015 - Present
Portfolio Advisors, LLC January 2008 - January 2015
Northwestern Mutual August 2007 - December 2007
Skills
Private Equity, PowerPoint, Microsoft Excel, Microsoft Word, Alternative Investments, Financial Analysis, Venture Capital, Corporate Finance, Salesforce.com, ThomsonOne, Thomson One Analytics, Bloomberg Terminal, Portfolio Management
Education
Brown University 2003 — 2007
BA, Political Science
Grove City High School 1999 — 2003
Vida Capital January 2015 - Present
Portfolio Advisors, LLC January 2008 - January 2015
Northwestern Mutual August 2007 - December 2007
Skills
Private Equity, PowerPoint, Microsoft Excel, Microsoft Word, Alternative Investments, Financial Analysis, Venture Capital, Corporate Finance, Salesforce.com, ThomsonOne, Thomson One Analytics, Bloomberg Terminal, Portfolio Management
Education
Brown University 2003 — 2007
BA, Political Science
Grove City High School 1999 — 2003
Tricia DelGaudio's Northwestern Mutual Experience 2003 - July 2005
Job Brand Strategist at Carbone Smolan Agency
Industry Marketing and Advertising
Experience
Carbone Smolan Agency July 2013 - Present
School of Visual Arts September 2012 - December 2014
Brand Strategist July 2011 - July 2013
Leo Burnett March 2013 - April 2013
PSFK September 2012 - February 2013
Deutsche Bank June 2007 - October 2011
Merrill Lynch 2005 - June 2007
Northwestern Mutual 2003 - July 2005
Strong Investments 2001 - 2003
Skills
Innovation, Strategy, Innovation Consulting, Qualitative Research, Branding & Identity, Quantitative Research, Ethnography, Resource Management, Corporate Branding, Art Direction, Adobe Creative Suite, Social Innovation, Typography, Strategic Communications, Brand Management, Brand Architecture, Blogging, CRM, Marketing Strategy, Brand Development, Marketing, Concept Development, Advertising, Graphic Design, Creative Direction
Education
School of Visual Arts 2011 — 2012
MPS, Masters of Branding
Milwaukee Institute of Art & Design 1998 — 2002
BFA, Communication Design
Burren College of Art 2001 — 2001
Photography and English Literature
Carbone Smolan Agency July 2013 - Present
School of Visual Arts September 2012 - December 2014
Brand Strategist July 2011 - July 2013
Leo Burnett March 2013 - April 2013
PSFK September 2012 - February 2013
Deutsche Bank June 2007 - October 2011
Merrill Lynch 2005 - June 2007
Northwestern Mutual 2003 - July 2005
Strong Investments 2001 - 2003
Skills
Innovation, Strategy, Innovation Consulting, Qualitative Research, Branding & Identity, Quantitative Research, Ethnography, Resource Management, Corporate Branding, Art Direction, Adobe Creative Suite, Social Innovation, Typography, Strategic Communications, Brand Management, Brand Architecture, Blogging, CRM, Marketing Strategy, Brand Development, Marketing, Concept Development, Advertising, Graphic Design, Creative Direction
Education
School of Visual Arts 2011 — 2012
MPS, Masters of Branding
Milwaukee Institute of Art & Design 1998 — 2002
BFA, Communication Design
Burren College of Art 2001 — 2001
Photography and English Literature
Brian Leadbetter's Northwestern Mutual Experience January 2008 - February 2009
Job Business Development at Globoforce
Industry Insurance
Experience
Globoforce December 2014 - Present
OANDA May 2014 - October 2014
Fanning Personnel July 2013 - May 2014
Devaney Energy June 2012 - 2013
Auriga USA LLC September 2011 - June 2012
CapStone Investments January 2011 - September 2011
Sidoti & Company LLC February 2009 - January 2011
Northwestern Mutual January 2008 - February 2009
Skills
Series 7, Series 63, Equities, Securities, Investments, Equity Research, Bloomberg, Financial Modeling, Fixed Income, Portfolio Management, Hedge Funds, Capital Markets, Asset Managment, Mutual Funds, Financial Analysis, Sales, Energy Management
Education
Bryant University 2004 — 2008
Bachelor of Science, Business Administration; Finance
Globoforce December 2014 - Present
OANDA May 2014 - October 2014
Fanning Personnel July 2013 - May 2014
Devaney Energy June 2012 - 2013
Auriga USA LLC September 2011 - June 2012
CapStone Investments January 2011 - September 2011
Sidoti & Company LLC February 2009 - January 2011
Northwestern Mutual January 2008 - February 2009
Skills
Series 7, Series 63, Equities, Securities, Investments, Equity Research, Bloomberg, Financial Modeling, Fixed Income, Portfolio Management, Hedge Funds, Capital Markets, Asset Managment, Mutual Funds, Financial Analysis, Sales, Energy Management
Education
Bryant University 2004 — 2008
Bachelor of Science, Business Administration; Finance
Mark Savino's Northwestern Mutual Experience May 2007 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2007 - Present
Education
Brown University
Commerce, Organizations, and Entrepreneurship, Business
Lawrence High School
Northwestern Mutual May 2007 - Present
Education
Brown University
Commerce, Organizations, and Entrepreneurship, Business
Lawrence High School
Marci Hoyer's Northwestern Mutual Experience December 2008 - Present
Job New Business Processor at Northwestern Mutual
Industry Retail
Experience
Northwestern Mutual December 2008 - Present
Northwestern Mutual 2008 - 2009
World Savings/ Wachovia May 2003 - November 2008
World Savings/ Wachovia May 2001 - May 2003
World Savings/ Wachovia May 2000 - May 2001
Education
Florida Atlantic University 2004 — 2005
BS, Criminology and Criminal Justice
Broward College 2001 — 2004
AS, Criminal Justice and Criminology
Broward College 1998 — 2001
AA, Liberal Arts
Northwestern Mutual December 2008 - Present
Northwestern Mutual 2008 - 2009
World Savings/ Wachovia May 2003 - November 2008
World Savings/ Wachovia May 2001 - May 2003
World Savings/ Wachovia May 2000 - May 2001
Education
Florida Atlantic University 2004 — 2005
BS, Criminology and Criminal Justice
Broward College 2001 — 2004
AS, Criminal Justice and Criminology
Broward College 1998 — 2001
AA, Liberal Arts
Stephen Ward, CFA's Northwestern Mutual Experience January 2012 - January 2013
Job Group Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America February 2014 - Present
Lenox Advisors February 2013 - January 2014
Northwestern Mutual January 2012 - January 2013
AXA March 2010 - December 2011
Churchill Capital U.S.A. November 2007 - June 2009
Mutual of America June 2000 - November 2007
Education
Bucknell University 1996 — 2000
BA, Management
wilton high school
Mutual of America February 2014 - Present
Lenox Advisors February 2013 - January 2014
Northwestern Mutual January 2012 - January 2013
AXA March 2010 - December 2011
Churchill Capital U.S.A. November 2007 - June 2009
Mutual of America June 2000 - November 2007
Education
Bucknell University 1996 — 2000
BA, Management
wilton high school
Noelle Greene-Hunt, CLTC's Northwestern Mutual Experience October 2006 - March 2011
Job Registered Associate for Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
James H. Hunt IV March 2011 - Present
Northwestern Mutual October 2006 - March 2011
Skills
Life Insurance, Long-term Care, Sales, Retirement, Disability Insurance, 401k, Uniform Combined State..., Investment Strategies, Investment Advisory, Long Term Care Insurance, FINRA, Financial Planners, Event Planning, Insurance, Retirement Planning, Investments, Asset Allocation, PowerPoint, Strategic Planning, Public Speaking, Variable Annuities, Mutual Funds, Team Building, Customer Service, Securities, Management, Fundraising, Leadership, Series 63, New Business Development, Fixed Annuities, Microsoft Office, Finance, Financial Services
Education
Bucknell University 1977 — 1981
BSBA, Busniess Administration
Merrill Edge May 2014 - Present
James H. Hunt IV March 2011 - Present
Northwestern Mutual October 2006 - March 2011
Skills
Life Insurance, Long-term Care, Sales, Retirement, Disability Insurance, 401k, Uniform Combined State..., Investment Strategies, Investment Advisory, Long Term Care Insurance, FINRA, Financial Planners, Event Planning, Insurance, Retirement Planning, Investments, Asset Allocation, PowerPoint, Strategic Planning, Public Speaking, Variable Annuities, Mutual Funds, Team Building, Customer Service, Securities, Management, Fundraising, Leadership, Series 63, New Business Development, Fixed Annuities, Microsoft Office, Finance, Financial Services
Education
Bucknell University 1977 — 1981
BSBA, Busniess Administration
Earl Stalker IV's Northwestern Mutual Experience February 1992 - May 1995
Job vice president at Stalker & Associates Inc.
Industry Insurance
Experience
Stalker & Associates Inc. May 1995 - Present
Northwestern Mutual February 1992 - May 1995
Education
Bucks County Community College 1984 — 1989
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Stalker & Associates Inc. May 1995 - Present
Northwestern Mutual February 1992 - May 1995
Education
Bucks County Community College 1984 — 1989
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Robert Van Fechtmann's Northwestern Mutual Experience VP of SalesShore Lending Group, LLC.June 2007 - July 2008
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual VP of SalesShore Lending Group, LLC.June 2007 - July 2008
Equity Source Home Loans February 2005 - June 2007
Education
Brookdale Community College 2003 — 2008
Northwestern Mutual VP of SalesShore Lending Group, LLC.June 2007 - July 2008
Equity Source Home Loans February 2005 - June 2007
Education
Brookdale Community College 2003 — 2008
Lori Gascho's Northwestern Mutual Experience July 1999 - November 2006
Job Marketing and Public Relations at UnityPoint Health Fort Dodge
Industry Hospital & Health Care
Experience
UnityPoint Health Fort Dodge May 2011 - Present
Iowa Health System December 2005 - May 2011
Northwestern Mutual July 1999 - November 2006
Skills
Healthcare, Process Improvement, Customer Service, Strategic Planning, Hospitals, Team Building, Leadership, Budgets, Employee Relations, Training, Coaching, Management, Event Planning, Public Speaking, Marketing, Social Media, Sales, Onboarding, Public Relations
Education
Buena Vista University 1977 — 1979
Bachelor of Arts (B.A.), Business Administration and Management, General
Iowa Central Community College
Associate's degree
UnityPoint Health Fort Dodge May 2011 - Present
Iowa Health System December 2005 - May 2011
Northwestern Mutual July 1999 - November 2006
Skills
Healthcare, Process Improvement, Customer Service, Strategic Planning, Hospitals, Team Building, Leadership, Budgets, Employee Relations, Training, Coaching, Management, Event Planning, Public Speaking, Marketing, Social Media, Sales, Onboarding, Public Relations
Education
Buena Vista University 1977 — 1979
Bachelor of Arts (B.A.), Business Administration and Management, General
Iowa Central Community College
Associate's degree
Joey Mastrangelo's Northwestern Mutual Experience June 2009 - January 2010
Job Accounts @ Lonelyleap
Industry Motion Pictures and Film
Experience
Lonelyleap March 2015 - Present
Mary Howard Studio January 2010 - August 2014
Northwestern Mutual June 2009 - January 2010
Brown University Alumni Relations · April 2008 - June 2008
Skills
Salesforce.com, Market Research, Data Analysis, Social Media Marketing, Social Media, Marketing
Education
Brown University 2005 — 2009
B.A., Business Economics
Lonelyleap March 2015 - Present
Mary Howard Studio January 2010 - August 2014
Northwestern Mutual June 2009 - January 2010
Brown University Alumni Relations · April 2008 - June 2008
Skills
Salesforce.com, Market Research, Data Analysis, Social Media Marketing, Social Media, Marketing
Education
Brown University 2005 — 2009
B.A., Business Economics
Justin Loew's Northwestern Mutual Experience September 2009 - March 2010
Job Financial Representative at Northwestern Mutual
Industry Insurance
Experience
Premier Payments Online August 2010 - Present
Northwestern Mutual September 2009 - March 2010
Loews Carpet One 1998 - 2009
Education
Buena Vista University 2007 — 2009
BA, Accounting
Premier Payments Online August 2010 - Present
Northwestern Mutual September 2009 - March 2010
Loews Carpet One 1998 - 2009
Education
Buena Vista University 2007 — 2009
BA, Accounting
Rafael Melendez's Northwestern Mutual Experience April 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Northwestern Mutual April 2015 - Present
Team Toyota Langhorne September 2014 - April 2015
USSF 2009 - 2015
Skills
Team Leadership, Team Building, Strategic Planning, Sports Marketing, Social Media, Sales Management, Public Speaking, Public Relations, Microsoft Excel, Management, Leadership, Event Management, Coaching, Customer Service
Education
Bucks County Community College
Liberal Arts: Journalism
Northwestern Mutual April 2015 - Present
Team Toyota Langhorne September 2014 - April 2015
USSF 2009 - 2015
Skills
Team Leadership, Team Building, Strategic Planning, Sports Marketing, Social Media, Sales Management, Public Speaking, Public Relations, Microsoft Excel, Management, Leadership, Event Management, Coaching, Customer Service
Education
Bucks County Community College
Liberal Arts: Journalism
Troy DeMaio's Northwestern Mutual Experience 2009 - 2010
Job Student at Bryant University
Industry Fishery
Experience
Northwestern Mutual 2009 - 2010
Education
Bryant University 2007 — 2011
Northwestern Mutual 2009 - 2010
Education
Bryant University 2007 — 2011
Eric Slais's Northwestern Mutual Experience June 2008 - September 2009
Job Sr. Account Executive at Procore Technologies
Industry Computer Software
Experience
Procore Technologies November 2014 - Present
Citrix Online June 2012 - November 2014
Knoxville Ice Bears October 2010 - June 2012
PayJunction May 2011 - August 2011
Fleming Pharmaceuticals October 2009 - October 2010
Northwestern Mutual June 2008 - September 2009
Skills
Cold Calling, Sales, Selling, Product Development, Salesforce.com, Public Relations, Marketing, Sales Process, Direct Sales, Account Management, SaaS, Sales Operations, Lead Generation, Strategic Partnerships, CRM, B2B, Sales Presentations, Enterprise Software, Competitive Analysis, Latin Dance
Education
Brown University 2005 — 2009
Economic Sociology
Procore Technologies November 2014 - Present
Citrix Online June 2012 - November 2014
Knoxville Ice Bears October 2010 - June 2012
PayJunction May 2011 - August 2011
Fleming Pharmaceuticals October 2009 - October 2010
Northwestern Mutual June 2008 - September 2009
Skills
Cold Calling, Sales, Selling, Product Development, Salesforce.com, Public Relations, Marketing, Sales Process, Direct Sales, Account Management, SaaS, Sales Operations, Lead Generation, Strategic Partnerships, CRM, B2B, Sales Presentations, Enterprise Software, Competitive Analysis, Latin Dance
Education
Brown University 2005 — 2009
Economic Sociology
Zach Monahan's Northwestern Mutual Experience December 2009 - April 2010
Job Dispatch at Mid Continent Trucking Co
Industry Transportation/Trucking/Railroad
Experience
Mid Continent Trucking Co April 2010 - Present
Northwestern Mutual December 2009 - April 2010
American Home Shield 2006 - 2009
Skills
Customer Service, Logistics, Microsoft Excel, Sales, Inventory Management, Process Improvement, Purchasing, Team Building, Supply Chain, Operations Management, Account Management
Education
Buena Vista University
Business Administration
Mid Continent Trucking Co April 2010 - Present
Northwestern Mutual December 2009 - April 2010
American Home Shield 2006 - 2009
Skills
Customer Service, Logistics, Microsoft Excel, Sales, Inventory Management, Process Improvement, Purchasing, Team Building, Supply Chain, Operations Management, Account Management
Education
Buena Vista University
Business Administration
Ben Pitkow's Northwestern Mutual Experience May 2010 - August 2010
Job Small Business Relationship Manager at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. July 2015 - Present
Citizens Bank June 2011 - July 2015
Baldwin Publishing December 2010 - February 2011
Northwestern Mutual May 2010 - August 2010
Weybosset Research & Mgmt May 2009 - August 2009
Skills
Credit, Financial Reporting, Research, Financial Analysis, Portfolio Management, Analysis, Investments, Finance, Commercial Lending, Loans, Banking, CRM, Commercial Banking, Credit Analysis, Small Business Lending, Salesforce.com, Financial Statement..., Sales, New Business Development, Cash Management, Financial Services, Access, Consumer Lending, Relationship Management
Education
Bryant University 2007 — 2011
Bachelor of Science, Finance
Santander Bank, N.A. July 2015 - Present
Citizens Bank June 2011 - July 2015
Baldwin Publishing December 2010 - February 2011
Northwestern Mutual May 2010 - August 2010
Weybosset Research & Mgmt May 2009 - August 2009
Skills
Credit, Financial Reporting, Research, Financial Analysis, Portfolio Management, Analysis, Investments, Finance, Commercial Lending, Loans, Banking, CRM, Commercial Banking, Credit Analysis, Small Business Lending, Salesforce.com, Financial Statement..., Sales, New Business Development, Cash Management, Financial Services, Access, Consumer Lending, Relationship Management
Education
Bryant University 2007 — 2011
Bachelor of Science, Finance
Paul Dodd's Northwestern Mutual Experience January 2003 - Present
Job Managing Partner at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2003 - Present
Northwestern Mutual Financial Network January 1996 - December 2002
Education
Brown University
Bachelor's Degree
Southern Baptist Theological Seminary
Master's Degree
Northwestern Mutual January 2003 - Present
Northwestern Mutual Financial Network January 1996 - December 2002
Education
Brown University
Bachelor's Degree
Southern Baptist Theological Seminary
Master's Degree
Stephanie Sanczyk's Northwestern Mutual Experience May 2012 - August 2012
Job Student
Industry
Experience
Nirvana Wellness Center January 2013 - Present
Bucknell University August 2011 - Present
New Jersey Division of Consumer Affairs-Office of Consumer Protection May 2013 - October 2013
Northwestern Mutual May 2012 - August 2012
Education
Ramapo College of New Jersey 2014 — 2016
Bachelor’s Degree, Psychology
Bucknell University 2011 — 2013
Accounting
Nirvana Wellness Center January 2013 - Present
Bucknell University August 2011 - Present
New Jersey Division of Consumer Affairs-Office of Consumer Protection May 2013 - October 2013
Northwestern Mutual May 2012 - August 2012
Education
Ramapo College of New Jersey 2014 — 2016
Bachelor’s Degree, Psychology
Bucknell University 2011 — 2013
Accounting
Erin Teffs's Northwestern Mutual Experience March 2010 - August 2010
Job Underwriting Consultant at Aetna
Industry Insurance
Bryan Tracy's Northwestern Mutual Experience September 2010 - April 2011
Job Associate Wealth Planner at PNC
Industry Financial Services
Experience
PNC September 2012 - Present
PNC August 2011 - September 2012
JP Morgan Chase April 2011 - August 2011
Northwestern Mutual September 2010 - April 2011
Skills
Investments, Asset Allocation, Wealth Management, Portfolio Management, Mutual Funds, Financial Analysis, Retirement Planning, Strategic Financial..., Financial Modeling, Fixed Income, Securities, Equities, Asset Managment, Bloomberg, Alternative Investments, Valuation, Investment Management, Estate Planning
Education
Brown University 2006 — 2010
Bachelor of Arts, Economics
PNC September 2012 - Present
PNC August 2011 - September 2012
JP Morgan Chase April 2011 - August 2011
Northwestern Mutual September 2010 - April 2011
Skills
Investments, Asset Allocation, Wealth Management, Portfolio Management, Mutual Funds, Financial Analysis, Retirement Planning, Strategic Financial..., Financial Modeling, Fixed Income, Securities, Equities, Asset Managment, Bloomberg, Alternative Investments, Valuation, Investment Management, Estate Planning
Education
Brown University 2006 — 2010
Bachelor of Arts, Economics
Cynthia Richards's Northwestern Mutual Experience January 2002 - April 2005
Job Artist Manager at The Third Floor, Inc.
Industry Entertainment
Experience
The Third Floor, Inc. January 2015 - Present
MPC July 2013 - December 2014
Freelance September 2012 - January 2013
The Wicked Within, LLC (motion picture) August 2012 - September 2012
The Devil's Dozen, LLC (motion picture) June 2012 - June 2012
Don't Pass Me By, LLC (motion picture) May 2012 - May 2012
Digital Domain March 2008 - September 2010
Sony Pictures Imageworks May 2006 - November 2007
Sogoli Jewelry Design October 2005 - March 2006
Northwestern Mutual January 2002 - April 2005
Skills
Entertainment, Film, Film Production, Comedy, Visual Effects, Post Production, Television, Feature Films, Commercials, Screenwriting, Producing, Animation, Short Films, Computer Animation
Education
Bucknell University
BA, Psychology, French
Deerfield Academy
The Third Floor, Inc. January 2015 - Present
MPC July 2013 - December 2014
Freelance September 2012 - January 2013
The Wicked Within, LLC (motion picture) August 2012 - September 2012
The Devil's Dozen, LLC (motion picture) June 2012 - June 2012
Don't Pass Me By, LLC (motion picture) May 2012 - May 2012
Digital Domain March 2008 - September 2010
Sony Pictures Imageworks May 2006 - November 2007
Sogoli Jewelry Design October 2005 - March 2006
Northwestern Mutual January 2002 - April 2005
Skills
Entertainment, Film, Film Production, Comedy, Visual Effects, Post Production, Television, Feature Films, Commercials, Screenwriting, Producing, Animation, Short Films, Computer Animation
Education
Bucknell University
BA, Psychology, French
Deerfield Academy
Kevin Tarkington's Northwestern Mutual Experience 2012 - Present
Job Service Representative II at Northwestern Mutual
Industry Legal Services
Experience
Northwestern Mutual 2012 - Present
Tarkington and Associates August 2007 - Present
Tarkington and Associates August 2006 - Present
Marquette University High School June 2012 - August 2012
New Horizon July 2011 - March 2012
Great-West Retirement Services January 2011 - May 2011
Ameriprise Financial Services March 2007 - August 2007
Guaranty Bank May 2004 - March 2007
Intersecurities, Inc September 2002 - April 2004
Transamerica Financial, Internal Wholesaler September 2002 - August 2003
Skills
Conflict Resolution, Financial Planning, Training & Development, Insurance, Customer Service, Investments, Wealth Management, Strategic Financial..., Series 7, Coaching, 401k, Banking, Retirement, Mediation, Workshop Facilitation, Financial Advisory, Team Building, Conflict Management, Fixed Annuities, Retirement Planning, Marketing, Community Outreach, Crisis Intervention, Sales, Strategic Planning
Education
Bryant & Stratton College 2011 — 2013
A.A., Criminal Justice
Hamline University School of Law 2006 — 2006
Mediation Certificate program, Dispute Resolution
Northwestern Mutual 2012 - Present
Tarkington and Associates August 2007 - Present
Tarkington and Associates August 2006 - Present
Marquette University High School June 2012 - August 2012
New Horizon July 2011 - March 2012
Great-West Retirement Services January 2011 - May 2011
Ameriprise Financial Services March 2007 - August 2007
Guaranty Bank May 2004 - March 2007
Intersecurities, Inc September 2002 - April 2004
Transamerica Financial, Internal Wholesaler September 2002 - August 2003
Skills
Conflict Resolution, Financial Planning, Training & Development, Insurance, Customer Service, Investments, Wealth Management, Strategic Financial..., Series 7, Coaching, 401k, Banking, Retirement, Mediation, Workshop Facilitation, Financial Advisory, Team Building, Conflict Management, Fixed Annuities, Retirement Planning, Marketing, Community Outreach, Crisis Intervention, Sales, Strategic Planning
Education
Bryant & Stratton College 2011 — 2013
A.A., Criminal Justice
Hamline University School of Law 2006 — 2006
Mediation Certificate program, Dispute Resolution
Ellen Darling's Northwestern Mutual Experience 2012 - Present
Job Student at Bryant University
Industry Financial Services
Experience
Northwestern Mutual 2012 - Present
Education
Bryant University 2009 — 2013
Northwestern Mutual 2012 - Present
Education
Bryant University 2009 — 2013
Anthony Humphrey's Northwestern Mutual Experience September 2011 - May 2012
Job Insurance Examiner at State of Rhode Island
Industry Accounting
Experience
State of Rhode Island July 2012 - Present
Northwestern Mutual September 2011 - May 2012
Skills
Accounting, Financial Reporting, Insurance, Auditing, GAAP, Financial Accounting, Microsoft Excel, Access, SAP, IT Audit
Education
Bryant University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, Minor in Psychology
State of Rhode Island July 2012 - Present
Northwestern Mutual September 2011 - May 2012
Skills
Accounting, Financial Reporting, Insurance, Auditing, GAAP, Financial Accounting, Microsoft Excel, Access, SAP, IT Audit
Education
Bryant University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, Minor in Psychology
Jim Conrad's Northwestern Mutual Experience 2011 - 2012
Job Owner / Partner at The Conrad Agency
Industry Insurance
Experience
The Conrad Agency March 2012 - Present
Town of Vestal, NY April 2007 - April 2012
Northwestern Mutual 2011 - 2012
Nationwide Credit, Inc. November 1999 - April 2007
Skills
Team Building, Coaching, Strategic Planning, Team Leadership, New Business Development, Sales, Management, Employee Benefits, Health Insurance, Insurance, Account Management, Disability Insurance, Accident, Sales Management, Term Life Insurance, Customer Satisfaction, Budgets, Long-term Care, Negotiation, Human Resources, Sales Operations, Life Insurance, Recruiting, Fixed Annuities, Whole Life, Finance, Brokers, Long Term Care Insurance, Small Business
Education
Wilkes University 1992 — 1994
Windsor 1988 — 1992
Broome Community College
LA/AS
The Conrad Agency March 2012 - Present
Town of Vestal, NY April 2007 - April 2012
Northwestern Mutual 2011 - 2012
Nationwide Credit, Inc. November 1999 - April 2007
Skills
Team Building, Coaching, Strategic Planning, Team Leadership, New Business Development, Sales, Management, Employee Benefits, Health Insurance, Insurance, Account Management, Disability Insurance, Accident, Sales Management, Term Life Insurance, Customer Satisfaction, Budgets, Long-term Care, Negotiation, Human Resources, Sales Operations, Life Insurance, Recruiting, Fixed Annuities, Whole Life, Finance, Brokers, Long Term Care Insurance, Small Business
Education
Wilkes University 1992 — 1994
Windsor 1988 — 1992
Broome Community College
LA/AS
Addie Colavecchio's Northwestern Mutual Experience March 1995 - September 2001
Job School Bus Driver at North Syracuse Central School District
Industry Transportation/Trucking/Railroad
Experience
North Syracuse Central School District July 2006 - Present
Northwestern Mutual March 1995 - September 2001
Education
Bryant and Stratton College 1984 — 1986
Associate's degree
East Syracuse Minoa High School
North Syracuse Central School District July 2006 - Present
Northwestern Mutual March 1995 - September 2001
Education
Bryant and Stratton College 1984 — 1986
Associate's degree
East Syracuse Minoa High School
Brendon Russo's Northwestern Mutual Experience May 2012 - September 2012
Job Student at Bryant University
Industry Financial Services
Experience
Carbon Voyage May 2013 - July 2013
Northwestern Mutual May 2012 - September 2012
Mill on the River Restaurant January 2010 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, Microsoft Power Point, Financial Analysis, PowerPoint, Strategic Financial...
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Global Supply Chain Management, Senior
South Windsor High School 2007 — 2010
Carbon Voyage May 2013 - July 2013
Northwestern Mutual May 2012 - September 2012
Mill on the River Restaurant January 2010 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, Microsoft Power Point, Financial Analysis, PowerPoint, Strategic Financial...
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Global Supply Chain Management, Senior
South Windsor High School 2007 — 2010
Wesley Nordquist's Northwestern Mutual Experience May 2012 - April 2013
Job Commercial Loan Officer at Council Bluffs Savings Bank
Industry Banking
Experience
Council Bluffs Savings Bank September 2014 - Present
Earlham Savings Bank June 2013 - August 2014
Northwestern Mutual May 2012 - April 2013
Peoples Trust & Savings Bank May 2011 - August 2011
Hy-Vee May 2010 - August 2010
Skills
Life Insurance, Banking, Disability Insurance, Long Term Care Insurance, Leadership, Hardwork, Self-driven, Competitive, Human Resources, Notary Public
Education
Buena Vista University 2009 — 2013
Bachelor's degree, Management - Human Resources Emphasis
Council Bluffs Savings Bank September 2014 - Present
Earlham Savings Bank June 2013 - August 2014
Northwestern Mutual May 2012 - April 2013
Peoples Trust & Savings Bank May 2011 - August 2011
Hy-Vee May 2010 - August 2010
Skills
Life Insurance, Banking, Disability Insurance, Long Term Care Insurance, Leadership, Hardwork, Self-driven, Competitive, Human Resources, Notary Public
Education
Buena Vista University 2009 — 2013
Bachelor's degree, Management - Human Resources Emphasis
William Alex Carlow's Northwestern Mutual Experience February 2013 - September 2013
Job Logistics Account Manager at Scotlynn USA Division
Industry Insurance
Experience
Scotlynn USA Division October 2013 - Present
Boston Amateur Basketball Club 2011 - Present
Northwestern Mutual February 2013 - September 2013
Skills
Superior Computer Skills, Customer-focused Service, Customer Satisfaction, Sports Management, Business Process..., Business, Microsoft Excel, PowerPoint, Microsoft Office, Journalism, Kaizen, Leadership, Marketing Research, Quality Management, Highly personable
Education
Bryant University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Prout
Scotlynn USA Division October 2013 - Present
Boston Amateur Basketball Club 2011 - Present
Northwestern Mutual February 2013 - September 2013
Skills
Superior Computer Skills, Customer-focused Service, Customer Satisfaction, Sports Management, Business Process..., Business, Microsoft Excel, PowerPoint, Microsoft Office, Journalism, Kaizen, Leadership, Marketing Research, Quality Management, Highly personable
Education
Bryant University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Prout
Monica Haynes's Northwestern Mutual Experience April 2001 - Present
Job Administrative Assistant at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2001 - Present
Fortis Health Insurance Company August 1997 - August 2000
WE Energies October 1987 - January 1997
Skills
Access, Spreadsheets, Event Planning, Employee Benefits, Social Media, Financial Analysis, Public Speaking, Lotus Notes
Education
Bryant and Stratton College-Milwaukee 2010 — 2013
Associate's degree, Medical Administrative/Executive Assistant and Medical Secretary
Northwestern Mutual April 2001 - Present
Fortis Health Insurance Company August 1997 - August 2000
WE Energies October 1987 - January 1997
Skills
Access, Spreadsheets, Event Planning, Employee Benefits, Social Media, Financial Analysis, Public Speaking, Lotus Notes
Education
Bryant and Stratton College-Milwaukee 2010 — 2013
Associate's degree, Medical Administrative/Executive Assistant and Medical Secretary
Claire Beasley's Northwestern Mutual Experience August 2008 - May 2009
Job Client Reporting Coorinator at Scion Dental
Industry Information Technology and Services
Experience
Scion Dental October 2013 - Present
Fidelity Information Services November 2012 - October 2013
Fidelity Information Services October 2009 - November 2012
Northwestern Mutual August 2008 - May 2009
Education
Stratford Career Institute 2004 — 2006
Medical Billing, Medical Billing
Bryant and Stratton College-Milwaukee 2003 — 2004
Clerical Training Certification, Medical Office Clerical
Scion Dental October 2013 - Present
Fidelity Information Services November 2012 - October 2013
Fidelity Information Services October 2009 - November 2012
Northwestern Mutual August 2008 - May 2009
Education
Stratford Career Institute 2004 — 2006
Medical Billing, Medical Billing
Bryant and Stratton College-Milwaukee 2003 — 2004
Clerical Training Certification, Medical Office Clerical
Robert Lasorsa's Northwestern Mutual Experience June 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2014 - Present
Skills
Financial Analysis, Risk Management, Tax Efficiency, Asset Protection, Business Planning
Education
Florida International University 2011 — 2013
Bachelor's degree, History
Broward College 2010 — 2011
Associate of Arts (AA)
Northwestern Mutual June 2014 - Present
Skills
Financial Analysis, Risk Management, Tax Efficiency, Asset Protection, Business Planning
Education
Florida International University 2011 — 2013
Bachelor's degree, History
Broward College 2010 — 2011
Associate of Arts (AA)
Wells Fargo
Fidelity Investments
U.S. Bank
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank