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
Glassworx smoke & vape June 2013 - Present
Glassworx smoke & vape June 2013 - Present
The Garland Company, Inc. May 2012 - May 2013
Northwestern Mutual January 2012 - May 2012
Pi Sigma Epsilon April 2011 - May 2012
Jottan-Jorel June 2011 - August 2011
Duquesne University 2008 - 2011
Skills
Neurolinguistic..., Word, Excel, Access, Market Research, Online Marketing, Telemarketing, telephone sales, Art, Influential, Self Driven, Team Leadership, Microsoft Excel
Education
Duquesne University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, Sales, Sports Marketing
Northwestern Mutual July 2012 - Present
Education
East Carolina University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
BB&T Insurance Services Inc. August 2013 - Present
East Carolina University August 2010 - May 2013
Northwestern Mutual March 2012 - August 2012
USHIFU 2011 - 2011
Skills
Life Insurance, Disability Insurance, Insurance, Financial Analysis, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Sales, Variable Products, Accounting, Teamwork, Retirement Planning, Finance, Social Networking
Education
East Carolina University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
South Mecklenburg High School 2004 — 2009
High School Diploma
Northwestern Mutual August 2010 - Present
Skills
Long-term Care, Retirement Planning, Estate Planning, Asset Allocation, Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Life Insurance, Disability Insurance, Fixed Annuities
Education
Duquesne University
CNA Insurance October 2013 - Present
The Hartford July 2006 - October 2013
The Hartford July 2006 - October 2013
Northwestern Mutual July 2005 - July 2006
EDV Productions January 2002 - July 2005
Skills
Insurance, Underwriting, Workers Compensation, Professional Liability, Property & Casualty..., Leadership, Lifesciences, Casualty, Risk Management, Commercial Lines, Sales Management, Tech E&O, Commercial Insurance
Education
Durham University 1995 — 1999
BS, Molecular Biology
CPCU
CPCU, CPCU
RPLU
Hodgkins Agency May 2012 - Present
Northwestern Mutual February 2011 - May 2012
Combined Insurance July 2010 - January 2011
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Universal Life, Whole Life, Term Life Insurance, Long-Term Disability, Retirement, Sales, Finance, Fixed Annuities, Retirement Planning, Long-term Care, Health Insurance, Estate Planning, Insurance
Education
Dutchess Community College 2004 — 2010
A.A.S., Business
Rhinebeck High School 2000 — 2004
HS Diploma
CAPTRUST January 2015 - Present
CAPTRUST October 2012 - January 2015
Northwestern Mutual August 2007 - November 2007
Skills
Series 65, Vendor Relationships, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Account Management, Analysis, Defined Contribution, Data Analysis, Access, Microsoft Word, Outlook, CRM, Leadership, Teamwork, Financial Reporting, PowerPoint
Education
East Carolina University 2010 — 2012
Master of Business Administration, Professional Investment Management and Operations
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Science, Business Administration; Business Finance
Hochschule Bremen 2006 — 2006
Accounting
Zarwin Baum December 2009 - Present
Duane Morris LLP November 2007 - December 2009
Northwestern Mutual September 2002 - October 2007
GlaxoSmithKline September 1998 - August 2002
Rector Communications, Inc September 1996 - September 1998
Skills
Marketing, Social Media, CRM, Market Research, Business Development, Management, Marketing Communications, Social Media Marketing, Email Marketing, Event Planning, Event Management, New Business Development, Brand Development, Corporate Communications, Lead Generation, Business Strategy, Proposal Writing, Marketing Strategy, Fundraising, Facebook, Online Advertising, Integrated Marketing, Real Estate, Sales, Public Speaking, Small Business, Advertising, Strategy, Insurance, Newsletters, Social Networking, Online Marketing, Strategic Planning, Analysis, Project Planning, Telecommunications, Public Relations, Direct Marketing, Editing, Entrepreneurship, Legal Marketing, Estate Planning, Contract Negotiation, Media Relations, Strategic Partnerships
Education
Drexel University - College of Business and Administration 1997 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
Pet Portraits by Bethany October 2011 - Present
MirrorMate Frames October 2009 - May 2012
Eye Integrated May 2008 - December 2008
The East Carolinian January 2008 - May 2008
Northwestern Mutual 2006 - 2007
Skills
InDesign, Illustrator, Logo Design, Illustration, Brochures, Photoshop, Dreamweaver, Adobe Acrobat, Graphic Design, Adobe Creative Suite, Typography, Business Cards, Painting, Drawing, acrylic painting, pet portraits, pet portraiture, portraiture, pet portrait painting, watercolor painting, Art, Logos, Graphics, Print, Pre-press, Newsletters, Promotions, Microsoft Office, Word, Mac, PowerPoint, Excel, Layout, Advertising, Production, Budgeting, Web Design, Email Marketing, Storyboarding, Posters, Retouching, Flyers, Corporate Identity, Print Production, Catalogs, Direct Mail, Copywriting, Social Media, HTML, Photo Editing
Education
East Carolina University 2005 — 2009
BFA, double concentration in Graphic Design and in Illustration, minor in Art History
Northwestern Mutual InternCIGNAJune 2011 - June 2012
Skills
Microsoft Excel, Life Insurance
Education
Duquesne University 2008 — 2012
Finance
Fredonia High School
Northwestern Mutual December 2012 - Present
PNC BANK 2007 - 2012
Skills
Customer Service, Banking, Teaching, Public Speaking, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, English, PowerPoint, Windows, Outlook, Photoshop, HTML
Education
Duquesne University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Capstone Financial, LLC April 2014 - Present
MassMutual Financial Group April 2014 - Present
Northwestern Mutual August 1978 - April 2014
Skills
Investments, Disability Insurance, Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Insurance, Life Insurance, Finance, Fixed Annuities, Pensions, Financial Planning, Leadership, Strategic Planning, Estate Planning, Insurance Planning, Long-term Care
Education
East Carolina University 1979 — 1980
Master of Business Administration (MBA), Finance and Financial Management Services, 4.0
East Carolina University 1974 — 1980
Bachelor of Science (BS) IN MARKETING/FINANCE, BS MARKETING /MASTERS IN BUSINESS (MBA), MAGNA CUM LAUDE
Mid-Atlantic Wealth Advisory Group, LLC October 2014 - Present
Temple University May 2014 - May 2015
Northwestern Mutual May 2014 - October 2014
Gap Inc. May 2013 - April 2014
Mid-Atlantic Wealth Advisory Group, LLC June 2013 - August 2013
Mckenzie's Brewhouse May 2012 - August 2012
Giant Food June 2011 - August 2011
Chester County Magic AAU June 2010 - August 2010
Skills
Leadership, Teamwork, Time Management, Microsoft Excel, Business, Critical Thinking, Project Management, Microsoft Office, Organization, Vision, Sales, Morningstar Office, Customer Service, Entrepreneurship, Strategic Financial..., Insurance, Work Ethic, Public Speaking, Financial Planning, Social Media, Microsoft Word
Education
Temple University - Fox School of Business and Management 2012 — 2015
Finance
East Carolina University 2011 — 2012
Finance
Great Valley High School 2007 — 2011
Northwestern Mutual September 2008 - Present
Northwestern Mutual Financial Network-McTigue Financial Group January 1999 - August 2008
Northwestern Mutual Financial Network-McTigue Financial Group February 1995 - December 1998
Education
Duquesne University 1990 — 1994
Bishop McCort High School 1986 — 1990
Consolidated Planning, Inc. August 2013 - Present
Northwestern Mutual August 2011 - August 2013
Skills
Life,Accident& Health..., LTCi licensed in NC and...
Education
University of North Carolina at Charlotte 2006 — 2010
BS
East Carolina University
Northwestern Mutual September 2012 - March 2013
Exelon September 2011 - March 2012
DePuy Orthopaedics September 2010 - March 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Teamwork, Windows, English, Finance, Risk Management
Education
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Science in Business Administration, Legal Studies & Finance
Northwestern Mutual August 2013 - Present
Engage-us, Inc. December 2011 - September 2013
All American Products April 2005 - August 2010
LookSmart July 2002 - November 2004
AOL May 2001 - June 2002
Future US July 2000 - April 2001
World Wrestling Entertainment February 1998 - June 2000
Lehman Brothers 1995 - 1998
Education
Duke University 1991 — 1995
Bachelor of Arts, Economics
Pascack Hills High School 1987 — 1991
Custom Mortgage Services Inc. May 2001 - Present
Mueller Industries March 2000 - February 2001
Kohler Co. February 1995 - February 1999
American Standard March 1993 - February 1995
IDL, Inc. January 1992 - January 1993
Northwestern Mutual October 1991 - October 1992
Skills
Sales Operations, CRM, Sales, Management, Marketing, Leadership, Marketing Strategy, Direct Sales, Business Planning, Retail, Training, Budgets
Education
Duke University 1987 — 1991
Bachelor's Degree, Business/Managerial Economics
Trisept Solutions August 2014 - Present
Northwestern Mutual 2013 - June 2014
Milwaukee Public Schools October 2005 - July 2013
Light Streams for Better Living Center, Inc. May 2003 - February 2005
Skills
Java, SQL, PHP, JavaScript, HTML 5, CSS3, XML, C#, Unix, ActionScript, Adobe Flash, C++, Informatica, Oracle, DB2, Sybase, Microsoft SQL Server, IBM Rational System..., Microsoft Visual Studio, Microsoft Team..., Microsoft Business..., HP Service Manager, RapidSQL, Autosys, Bomgar, Database Design, Database Administration, Organizational..., Fast Learner, Stressful Situations, Fast Paced Environment, Multitasking Skills, Communication Skills
Education
University of Wisconsin-Milwaukee 2009 — 2014
Bachelor of Science (B.S.), Information Science and Technology / Computer Science, 3.744
Duke University 1997 — 2000
Bachelor of Science (B.S.), Economics
Oliver Wyman October 2014 - Present
J.P. Morgan June 2013 - August 2013
J.P. Morgan May 2012 - August 2012
Northwestern Mutual May 2011 - July 2011
Skills
Financial Modeling, Investments, Valuation, Financial Analysis
Education
Duke University
Economics, Markets and Management Certificate
Ohio CAT July 2014 - Present
Duquesne University September 2010 - May 2014
Duquesne University 2010 - May 2014
Duquesne University December 2012 - December 2013
Allied Insurance Brokers, Inc. May 2013 - August 2013
Northwestern Mutual January 2013 - January 2013
Saint Vincent Charity Hospital June 2011 - November 2012
Skills
Leadership, Event Planning, Teamwork, Public Speaking, Marketing, Microsoft Office, Interviews, Public Relations, Recruiting, Marketing Communications, Bloomberg Software, Social Media Marketing, Research, Advertising, Event Management, Market Research, PowerPoint, Press Releases, Social Networking, Editing, Marketing Strategy, Email Marketing, Sports Marketing, HTML, ACT Contacts Database, AMS360, Facebook, Jigsaw, OSHA, DOT regulations, Fundraising, Outlook, Critical Thinking, Budgets, Cold Calling, Dreamweaver, Photoshop, Encore, Microsoft Excel
Education
Duquesne University 2010 — 2014
Bachelor of Science in Business Administration, Marketing
Excelacom May 2014 - Present
Excelacom January 2014 - April 2014
Excelacom July 2013 - December 2013
Excelacom May 2012 - June 2013
Excelacom June 2011 - April 2012
Maxwell Systems August 2010 - June 2011
Northwestern Mutual June 2009 - August 2009
Estee Lauder October 2007 - April 2008
SunGard September 2006 - April 2007
Skills
Software Documentation, SharePoint, Business Analysis, Analysis, Testing, CRM, Requirements Analysis, Telecommunications, Project Management, Project Planning, Microsoft Word, Management, SDLC, Process Improvement, Customer Service, Microsoft Excel, Business Strategy, SQL, Business Process, Strategic Planning, Integration, Visio, Access, Program Management, Databases, Requirements Gathering, Consulting, Software Project..., Quality Assurance, Cross-functional Team..., CSG, Amdocs, Billing Systems
Education
Drexel University 2005 — 2010
Bachelors of Science in Business Administration, International Business, Cum Laude
Northwestern Mutual August 2013 - November 2014
Skills
Retirement Planning, Strategic Financial..., Microsoft Excel, Retirement, PowerPoint, Public Speaking
Education
East Carolina University 2008 — 2013
BS Industrial Distribution of Logistics, Business Minor
Northwestern Mutual May 2015 - Present
Parkhurst Dining Services November 2013 - March 2015
YMCA Camp Silver Beach June 2012 - August 2012
YMCA Camp Silver Beach June 2011 - August 2011
Skills
Financial Planning, Insurance, Leadership, Investments, Microsoft Office, Teamwork, Lifeguarding, Boating, Customer Service, Time Management, Sales
Education
Duquesne University 2012 — 2016
Business Administration, Management and Operations
Duquesne University
Business Management
Piedmont National Corporation November 2004 - Present
Unisource Worldwide, Inc. March 1993 - November 2004
Northwestern Mutual 1991 - 1993
Skills
Corrugated, Packaging, Process Improvement, Account Management, New Business Development, Sales Management, Team Building, Negotiation, Business Development, Flexo, Key Account Management, Sales, Product Development, B2B, Logistics, Purchasing, Retail Packaging, Customer Service, Problem Solving
Education
East Carolina University - College of Business 1986 — 1990
BS, Finance, General
Millbrook High School 1982 — 1986
F.N.B. Corporation June 2013 - Present
F.N.B. Corporation June 2013 - October 2014
Northwestern Mutual August 2012 - January 2013
Pittsburgh Passion April 2012 - July 2012
Sports and Innovations Group January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel
Education
Duquesne University 2009 — 2013
Bachelor's degree; Finance and Sports Marketing, Finance
Red Hat September 2014 - Present
Red Hat May 2014 - August 2014
East Carolina University August 2012 - May 2014
East Carolina University October 2011 - May 2014
East Carolina University College of Business May 2013 - January 2014
Northwestern Mutual April 2012 - October 2012
East Carolina University February 2012 - May 2012
Corridor Property Management February 2009 - November 2010
Panera Bread April 2005 - November 2009
o2 fitness February 2007 - May 2008
Skills
Leadership Development, Team Building, Program Management, PowerPoint, Microsoft Office, Customer Service, Research, Microsoft Excel, Event Planning, Public Speaking, Microsoft Word, Sales, Strategic Management, Mac OS X, iWorks, Financial Services, Leadership, Strategic Planning, OS X, iWork, Staff Development, Management, Training, Resume Writing, Interviews, Career Development, Social Networking
Education
East Carolina University - College of Business 2012 — 2014
MBA, Business
East Carolina University - College of Business 2008 — 2012
Bachelor's degree, Business Administration, Management, senior
Cardinal Gibbons High School 2004 — 2008
Northwestern Mutual August 2008 - Present
Ryan Homes 2003 - 2008
Skills
Management, Selling, Marketing, New Business Development, Sales Management, Sales, Marketing Strategy
Education
East Carolina University - College of Business 1999 — 2003
Finance
Bridgewater-Raritan 1996 — 1999
Farmers Insurance March 2015 - Present
Creative Technology Organization OZ August 2014 - January 2015
LearnSmart June 2014 - August 2014
OpenArc, LLC. February 2014 - August 2014
Northwestern Mutual August 2012 - February 2014
Nakama Japanese Steakhouse and Sushi Bar January 2010 - October 2012
Giant Eagle January 2012 - March 2012
MSI International May 2004 - September 2004
Skills
SQL, Oracle SQL Developer, Data Modeling, Data Analysis, EER Diagrams, Competitive Analysis, Leadership, Google Analytics, New Business Development, Account Management, Microsoft Office, Lead Generation, Market Research, Social Media, Business Development, Negotiation, Sales Management, Sales, Salesforce.com, Marketing Research, Recruiting, Sales Presentations, Insurance, Management, Marketing, Project Management, Strategy, Analysis, Customer Service, Strategic Planning, Marketing Strategy, Microsoft Excel
Education
Duquesne University 2009 — 2012
Bachelors of Science, Business Administration; Marketing
EY October 2013 - Present
Broadridge Financial Solutions April 2013 - September 2013
PwC January 2013 - March 2013
UBS Wealth Management June 2012 - August 2012
Northwestern Mutual May 2011 - April 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Accounting, Communication, Work Ethic, Teamwork, Financial Accounting, Leadership
Education
Duquesne University 2009 — 2013
Bachelor of Science in Business Administration, Accounting and Finance, 3.91
Northwestern Mutual October 2011 - Present
Indian Creek Golf Course May 2009 - January 2010
Colonial Country Club May 2005 - January 2008
Skills
Wealth Accumulation, Retirement, Asset Allocation, Employee Benefits, Estate Planning, Long Term Care Insurance, Disability Insurance, Life Insurance, Sales
Education
University of North Texas 2010 — 2012
Finance
East Carolina University 2003 — 2005
Rocket Fuel Inc. September 2014 - April 2015
Rocket Fuel Inc, formerly [x+1] February 2013 - September 2014
Zagat Survey May 2010 - August 2010
Northwestern Mutual June 2009 - January 2010
Education
Duke University - Fuqua School of Business 2011 — 2012
Master's degree
Lehigh University - College of Business and Economics 2007 — 2011
Bachelor of Science
Syracuse University - Instituto Internacional 2009 — 2009
Northwestern Mutual July 2015 - Present
Sprinkler Specialties April 2014 - October 2014
Macphail's Burgers American Grill June 2014 - September 2014
Camp Androscoggin September 2009 - August 2013
Inner Banks Media September 2009 - December 2011
Skills
Good communication..., Strong work ethic, Public Speaking, Public Relations, Customer Service, Report Writing
Education
East Carolina University 2009 — 2013
Bachelor's Degree, Communication and Media Studies
Bobby Rahal Motorcar Co. August 2013 - Present
Bobby Rahal Motorcar Co. May 2012 - August 2013
Northwestern Mutual January 2012 - April 2012
Prime Communications February 2011 - December 2011
Best Buy August 2009 - February 2011
Skills
Sales, Customer Satisfaction, Customer Retention, Customer Service, Sales Management, Sales Process, Marketing, Cold Calling, Social Media, Team Leadership, Strategic Planning, Microsoft Excel, Microsoft Office, Advertising, PowerPoint, Sales Presentations, Direct Sales
Education
Duquesne University 2008 — 2012
Bachelor of Science in Business Administration, Marketing
Vincentian Academy 2004 — 2008
ServiceLink, A Black Knight Company July 2015 - Present
AFCO Credit Corporation January 2013 - July 2015
Carbis Walker LLP December 2009 - December 2012
Schneider Downs September 2007 - December 2009
ParenteBeard LLC September 2005 - September 2007
Northwestern Mutual September 2002 - September 2005
Allegheny County September 2000 - September 2002
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, GAAP, Sarbanes-Oxley Act, CPA, Financial Analysis, US GAAP, Internal Audit
Education
Duquesne University 1995 — 2000
Bachelor, Business Administration
Lock Haven University of Pennsylvania 1997 — 1998
DICK'S Sporting Goods September 2014 - Present
DICK'S Sporting Goods February 2014 - September 2014
Macy's September 2011 - January 2014
Northwestern Mutual February 2010 - March 2011
PA Treasury Department June 2007 - May 2009
Allegheny County Democratic Committee 2003 - 2005
Skills
Strategic Planning, Event Planning, Sales, Team Building, Public Speaking, Labor Relations, Logistics, Operations Management, Fundraising, Retail, Training, Leadership, Budgets, Cross-functional Team..., PowerPoint, Analysis, Management, Customer Service, Human Resources, Recruiting, Merchandising, Coaching, Store Management, Sales Management, Marketing, Time Management, Inventory Management, Customer Satisfaction, Leadership Development, Team Leadership, Hiring, Employee Relations
Education
Carlow University 2007 — 2009
MBA, Management
Duquesne University 1996 — 1999
B.S., Leadership & Communications
All Seasons Pro Decking July 2009 - Present
Northwestern Mutual January 2009 - August 2009
Freeborne Construction 2003 - 2008
Local Union 164 2004 - 2005
Skills
Carpentry, Design, Direct Sales, Insurance, Painting, Financial Analysis, Strategic Financial..., Portfolio Management, Negotiation, Strategy, Sales Management, Investments, Business Development, Sales, Finance, Strategic Planning, Customer Service, Small Business, Contract Negotiation, Marketing, Budgets, Executive Management, Leadership, Financial Modeling, Asset Managment, Financial Services, Accounting, Construction, Team Building, Management, Valuation, Business Strategy, New Business Development, Forecasting, Account Management, Relationship Management
Education
East Carolina University 2001 — 2003
Business Finance
York College of Pennsylvania 2000 — 2001
Business Finance
Northwestern Mutual March 2015 - Present
Williamson County Parks & Rec May 2013 - August 2013
Skills
Public Speaking, Teamwork, Microsoft Office, Microsoft Word, Research, Leadership, Spanish, Data Analysis, Microsoft Excel, Social Media, Time Management, Social Networking, Facebook, PowerPoint, Event Planning, Bass Guitar, Performance Poetry, Debate, Risk Management, Risk Assessment, Retirement Savings, College Savings Plans, Savings Accounts, Relationship Management, Relationship Building, Relationship Development, Long-term Customer..., JavaScript, Python, iMovie
Education
Duke University 2013 — 2017
Bachelor's degree, Public Policy Analysis and Theater Studies, Junior
Centennial High School 2009 — 2013
Marketing and Business Academy, 4.031
Elon University March 2013 - Present
Elon University October 2011 - March 2013
Northwestern Mutual March 2010 - September 2011
Skills
Public Speaking
Education
University of North Carolina at Chapel Hill 1985 — 1987
Master of Business Administration (MBA)
Duke University 1978 — 1982
Bachelor of Arts (BA)
Northwestern Mutual Sales Execution Team RepresentativeNorthwestern MutualMay 2013 - Present
Private August 2009 - May 2013
Wilmington Sharks Baseball May 2012 - August 2012
Skills
Sports Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Research, PowerPoint, Promotions, Market Analysis, Baseball, Sports Management, Mac OS, Strategic Planning, Outlook, Budgets, Time Management, Interpersonal Skill
Education
East Carolina University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
East Carolina University
Bachelor of Science (B.S.), Business Administration and Management, General
True Lacrosse October 2011 - Present
Northwestern Mutual October 2008 - May 2010
Skills
PowerPoint, Investments, Financial Analysis, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, Customer Service
Education
Drexel University 2003 — 2008
Northwestern Mutual August 2010 - Present
Varisty Mens Wear 2004 - 2008
Education
East Carolina University
Northwestern Mutual June 2014 - Present
Northwestern Mutual September 2011 - Present
Northwestern Mutual January 2014 - May 2014
Northwester Mutual November 2013 - March 2014
Northwestern Mutual 2011 - 2014
Lincoln Investment Planning May 2007 - April 2011
National City Bank July 2005 - May 2006
JP Morgan Chase June 2004 - May 2006
New York Life Insurance Company January 2002 - March 2004
Sanford Rose Associates - Ft. Laouderdale January 2000 - December 2003
Skills
Investments, Series 63, Life Insurance, Retirement, Series 7, Asset Managment, Strategic Financial..., Fixed Annuities, Insurance, Mutual Funds, Alternative Investments, Wealth Management, Investment Management, Securities, Retirement Planning, Finance, Wealth Accumulation, Long-term Care, Small Business, 401k, IRAs, Disability Insurance, Financial Advisory, Banking, Financial Services, Asset Management, Asset Allocation, Estate Planning, Uniform Combined State..., Financial Planners, Risk Management
Education
Earlham College 1969 — 1973
BA, Political Science/English Literature
Indiana University Bloomington 1972 — 1972
none, Political Science
Northwestern Mutual 1987 - Present
Westinghouse Credit November 1984 - July 1987
Xerox Corp. 1980 - 1984
Skills
Investments, Financial Analysis, Insurance, Sales, Finance, Retirement, Financial Services, Sales Management, Strategic Financial...
Education
University of Pittsburgh 1977 — 1980
MBA
Duquesne University 1970 — 1971
Bachelor of Arts
RingLead, Inc. January 2015 - Present
Nokia/Here January 2014 - July 2014
Northwestern Mutual September 2012 - June 2013
Walgreens Health Services November 2009 - August 2012
Catalyst Rx 2011 - 2012
HarQen September 2009 - November 2009
Johnson Controls September 1988 - February 2009
Allen Bradley 1984 - 1984
Skills
Perl, UNIX, Linux, Atlassian Tools, SCM, software builds, java builds, Gnu Make, Unix, Software Development, Subversion, Software Configuration..., TCP/IP, Ant
Education
Duke University 1975 — 1979
-, Electical Engineering
University of Wisconsin-Milwaukee
BSEE, Electical Engineering
CSA Strategic Planners, LLC. November 2014 - Present
Heritage Pension Services, LTD July 2013 - November 2014
Northwestern Mutual March 2013 - July 2013
MICA Information Systems June 2012 - February 2013
Heritage Pension Services, LTD September 2011 - June 2012
Rite Aid Pharmacy May 2010 - June 2012
The Sunroom Store August 2009 - December 2009
UNCSA October 2006 - August 2009
Skills
Economics, Analysis, Customer Service, 401k, Retirement Planning, Efficiency, Tax Preparation, Pension Administration, Cost Benefit, Sales Process, Business Planning, Investments, Strategic Planning, Consulting, Healthcare, Program Management, Accounting, Leadership, Finance, Financial Analysis, Time Management, Process Improvement, Management, Insurance, Sales, Training, Data Analysis, Marketing
Education
East Carolina University 2008 — 2011
of Arts, Economics
Reagan High School 2005 — 2008
IHB October 2013 - Present
Northwestern Mutual May 2015 - July 2015
CoinTerra, Inc. May 2014 - July 2014
Trali Irish Pub & Restaurant January 2010 - January 2014
Skills
Leadership, Financial Analysis, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Inventory Management, Teamwork, Access, Accounting, Entrepreneurship, Virtual Currency, Start-ups, New Business Development, Mobile Devices, Business Development, Strategic Partnerships, Strategy, Outlook, Finance, Customer Service, Microsoft Office, Budgets, Management
Education
East Carolina University 2012 — 2016
Bachelor's degree, Finance, Senior
Panther Creek High School
Deloitte June 2015 - Present
Novartis Vaccines and Diagnostics July 2012 - June 2014
Novartis Vaccines and Diagnostics February 2011 - July 2012
Novartis Vaccines and Diagnostics April 2010 - June 2011
State Street Bank April 2009 - April 2010
State Street Bank September 2007 - April 2009
Sanford Rose Associates September 2006 - September 2007
Northwestern Mutual April 2006 - September 2006
Skills
Cross-functional Team..., Sourcing, Vaccines, Biotechnology, Executive Search, Infectious Diseases
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA), Health Sector Management
University of Massachusetts Boston 2006 — 2009
BS, Finance and Economics
BNY Mellon August 2013 - Present
Northwestern Mutual September 2001 - July 2013
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Sales, Leadership, Insurance, Wealth Management, Securities, Financial Analysis
Education
Duquesne University 1996 — 2001
Bachelor of Arts (B.A.), Marketing and Information Technology
Northwestern Mutual 2013 - Present
Sage Consulting Group 1995 - 2013
Skills
Investments, Strategic Financial..., Retirement Planning, Series 7, Wealth Management
Education
Duke University 1984 — 1988
Bachelor's degree, Economics
Northwestern Mutual October 2012 - Present
Pitt County Health Department August 2011 - December 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Customer Service, Social Media, Event Planning, Research
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science (MS), Public Health
East Carolina University 2007 — 2011
Bachelor of Science, Public Health Studies; Health Education and Promotion; Community Health
Center for Court Innovation March 2013 - Present
Bernard Hodes Group August 2011 - March 2013
Wealth Management Associates March 2011 - August 2011
Northwestern Mutual June 2010 - November 2010
Skills
Microsoft Office, Accounts Receivable, Public Speaking, Microsoft Excel, Financial Analysis, Finance, Strategic Planning, Time Management
Education
Pace University - Lubin School of Business 2009 — 2011
BBA, International Business, Economics
Dutchess Community College
Associates in Science, Business Administration
The Lawyer's Logbook November 2010 - Present
Northwestern Mutual March 2010 - December 2010
Drury University Technology Services February 2007 - December 2009
Skills
Public Speaking, Event Planning, Social Networking, Time Management, Social Media, Microsoft Office, Marketing
Education
Drury University 2006 — 2010
BS, Management
East Columbus High School July 2014 - Present
Northwestern Mutual 2010 - Present
College Football Coach 1997 - 2004
Skills
Wealth Accumulation, Executive Compensation, Financial Planning, Life Insurance Planning, Retirement, Securities, Finance, Life Insurance, Executive Pay, Retirement Planning, Insurance, Disability Insurance, Strategic Financial..., Long Term Care Insurance, Estate Planning, Investments, Fixed Annuities, Term Life Insurance
Education
East Carolina University 1992 — 1997
BA, EXSS
Clinton High School
PNC May 2015 - Present
Financial Management Association September 2014 - May 2015
Duquesne Asset Management Group August 2013 - May 2015
Northwestern Mutual April 2014 - December 2014
Wall Street Prep Class September 2013 - September 2013
Stallion Construction Company May 2012 - August 2013
Nate Katie Nick Limited Liability Corporation May 2010 - August 2013
Stonepepper’s Bar and Grill March 2010 - July 2012
Skills
Financial Analysis, Finance, Financial Accounting, Accounting, Microsoft Excel, Analysis, Accounts Payable, Financial Modeling, Microsoft Office, Construction, Investments, Teamwork, Account Reconciliation, Access, Accounts Receivable, Bookkeeping, Customer Satisfaction, Microsoft Word, Outlook, Risk Management, Payroll, Invoicing, Strategic Financial..., Internal Controls, Spreadsheets, Internal Audit, General Ledger, Economics, PeopleSoft, Cost Accounting, Team Leadership, Corporate Finance, GAAP, Training, Personal Financial..., Business Meetings, Networking, Retirement Planning, Financial Planning, PowerPoint
Education
Duquesne University 2011 — 2015
BSBA, Accounting and Finance, 3.438
Mars Area High School
Northwestern Mutual October 2006 - Present
Education
Liberty University 2004 — 2006
Bachelor of Science, Accounting
East Carolina University - College of Business 2002 — 2004
Business
Wells Fargo June 2014 - Present
First Citizens Bank 2004 - June 2014
Northwestern Mutual 2002 - 2004
Merrill Lynch 2001 - 2002
Skills
Wealth Management, Investment Advisory, Private Foundations, Relationship Management, Wealth Management..., Investment Management, Series 65, Superior Client Service, Finance, Financial Advisory, Leadership, Retirement Planning, Asset Allocation, 401k, Portfolio Management, Mutual Funds, Client Services
Education
East Carolina University - College of Business 1998 — 2002
BS, Business Administration
Cassidy Turley May 2014 - July 2014
Northwestern Mutual June 2013 - August 2013
Saban Research Institute (Children's Hopital Los Angeles) June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, English, Entrepreneurship, Leadership, Sales
Education
Duke University 2012 — 2016
Bachelor of Arts (B.A.), Major Economics with Concentration in Financial Economics; Minor Music, 3.515/4.0
The London School of Economics and Political Science (LSE) 2014 — 2014
3.5/4.0
Polytechnic School
Smith Arnold Partners July 2015 - September 2015
Northwestern Mutual September 2013 - May 2015
CYD Records May 2009 - August 2009
Skills
Microsoft Office, Financial Analysis, Sales, Customer Service, Insurance, Market Research, Marketing, Facebook
Education
Duquesne University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Darien High School 2006 — 2010
PwC January 2015 - Present
Raymond James Financial Inc. August 2012 - December 2014
Raymond James Financial Inc. August 2012 - December 2014
Risknetix November 2011 - August 2012
NeoNet Securities Inc 2005 - October 2011
UPS March 2003 - December 2006
NASD April 2004 - October 2005
CIBC World Markets February 1993 - November 2002
Oppenheimer & Co. February 1993 - May 1997
Northwestern Mutual August 1990 - May 1991
Skills
Compliance, Equities, Equity Trading, Credit Analysis, Strategic Planning, Risk Management, Fixed Income Products, Mutual Funds, Derivatives, Options, Surveillance, SEC reporting, FINRA, Compliance Audits, Internal Audit, Electronic Trading, Anti Money Laundering, Bonds, Capital Markets, Financial Risk, Fixed Income, Quality Auditing, SEC filings, Securities, Trading
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA
Rutgers University-New Brunswick 1987 — 1991
Paycom July 2015 - Present
PNC June 2012 - July 2015
BNY Mellon May 2011 - June 2012
Giant Eagle Market District February 2008 - June 2012
Langkamp Quality Construction June 2005 - June 2012
Talent Group & Mosser Casting September 2009 - May 2012
Northwestern Mutual May 2010 - August 2010
Pittsburgh History and Landmark Foundation April 2008 - May 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Access, Leadership, Social Media Marketing, Social Media, Teamwork, Market Research, Marketing Research, Public Relations, Research, Facebook, Leadership Development, Advertising, Salesforce.com, Finance, Time Management, Banking, Sales, Investments, Credit
Education
Duquesne University 2008 — 2012
BSBA, Finance and Financial Management Services
Duquesne University 2008 — 2012
Bachelor of Science in Business Administration, Finance and Financial Management Services
Eli Lilly and Company November 2014 - Present
Eli Lilly and Company March 2011 - October 2014
Eli Lilly and Company March 2009 - March 2011
Eli Lilly and Company July 2006 - March 2009
Philip Morris USA May 2005 - July 2006
Northwestern Mutual 2002 - 2002
Skills
Pharmaceutical Sales, Sales Operations, Direct Sales, Diabetes, Product Launch, Management, Project Management, Coaching, Leadership, Forecasting, Product Management, Strategy, Business Strategy, Analytics
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Western Michigan University 2001 — 2005
Bachelor of Business Administration (BBA) - Honor's College, Marketing, Sales and Economics, 3.99/4.0
Permission Data August 2010 - Present
Northwestern Mutual April 2010 - August 2010
Focus Camera January 2009 - May 2010
Covenant House October 2008 - December 2008
Westhampton Country Club April 2000 - September 2008
Skills
Customer Acquisition, Online Lead Generation, Online Advertising, Email Marketing, Salesforce.com, Advertising Sales, Advertising, Co-registration, Sales, Marketing Strategy, CPA, CPL
Education
Duquesne University 2003 — 2007
BA, Psychology/Sociology Minor
Northwestern Mutual April 2009 - Present
Northwestern Mutual 2009 - 2015
Skills
Event Planning, Marketing, Leadership, Insurance, Marketing Strategy, Retirement Planning, Business Development, Social Media Marketing, Fixed Annuities, Strategic Planning, Fundraising, Nonprofits, Marketing Communications, Leadership Development
Education
Duke University
M. A., Liberal Studies
Duke University
B. A., Political Science
Goodwill Industries of the Valleys February 2014 - Present
Northwestern Mutual October 2011 - October 2013
DFMWR Fort Carson January 2010 - August 2011
Skills
Disability Insurance, Marketing, Strategic Financial..., Leadership, Retirement Planning, Investments, Portfolio Management, Strategic Planning, Microsoft Office, Social Media Marketing, Financial Planning, Team Building, Microsoft Excel
Education
East Carolina University 2002 — 2007
Bachelor of Arts (B.A.), Communication, General
CBI May 2015 - Present
Balfour Beatty Construction June 2013 - May 2015
Northwestern Mutual January 2013 - June 2013
Northwestern Mutual September 2012 - December 2012
Northwestern Mutual July 2012 - September 2012
Charlotte Style Magazine March 2012 - May 2012
Rebel 54 Arts and Literary Magazine July 2011 - May 2012
Skills
Graphic Design, Branding & Identity, Logo Design, Packaging, Letterpress, Mac, InDesign, Adobe Creative Suite, Illustrator, Typography, Dreamweaver, Photoshop, Photography, Personal Planning..., Graphics, Adobe Acrobat, Layout, Posters, Custom Invitations, Social Media
Education
East Carolina University 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Graphic Design
Weddington High School 2004 — 2008
Northwestern Mutual August 2015 - Present
Chartiers Valley High School September 2014 - June 2015
Skills
Coaching, Public Speaking, Time Management, Microsoft Word, Social Media, Social Networking, Sourcing
Education
Duquesne University 2010 — 2014
Bachelor’s Degree, Education
Pittsburgh Central Catholic High School 2006 — 2010
High School
American Homestay Services May 2015 - Present
Independent Interpreter March 2010 - Present
Northwestern Mutual August 2014 - December 2014
Star Real Estate June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Java, Customer Service, Teamwork, Photoshop, Public Speaking, Research
Education
Duquesne University 2013 — 2015
Bachelor of Science (B.S.), Accounting
Northwestern Mutual March 2015 - Present
North Carolina State employees credit union May 2014 - February 2015
Darden June 2012 - May 2014
Staples June 2010 - August 2010
Skills
Mobile Devices, Social Networking, Team Leadership, Mobile Applications, Social Media Marketing, Marketing, Leadership, Marketing Strategy, Sales, Entrepreneurship, Management, Teamwork, Time Management, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Social Media, Team Building, Microsoft Word, Facebook, Event Planning, Public Speaking
Education
East Carolina University 2009 — 2013
Bachelor of Science (BS), Sports Studies
East Carolina University
- Independent July 2015 - Present
TIBCO Software Inc. June 2013 - November 2014
TIBCO Software April 2012 - May 2013
TIBCO Software Federal November 2011 - April 2012
TIBCO Software June 2011 - November 2011
Northwestern Mutual March 2010 - June 2011
Skills
Franklin Covey, Strategic Account..., Global Account..., Salesforce.com, Pardot, Lead Generation, Inbound Lead Generation, Spotfire, Integration, Demand Generation, Leadership, Sales Process, Enterprise Software, Program Management, Product Marketing, Analytics, Management, Marketing
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelor of Science, Entrepreneurship
Franklin Covey
San Ramon Valley High School
Northwestern Mutual June 2014 - August 2014
University of Maryland Baltimore County February 2012 - May 2014
Golden Key International Honour Society, UMBC December 2012 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, Outlook, Budgets, Linear Algebra, Multivariable Calculus
Education
Duke University 2015 — 2017
Master of Science (M.S.), Economics and Computation
University of Maryland Baltimore County 2011 — 2015
Bachelor's degrees, Financial Economics and Mathematics
Deeksha Center For Learning 2008 — 2010
Pre-University Education
Mitra Academy 2005 — 2008
8th-10th
The Oxford Senior Secondary School 1997 — 2006
Kindergarten - 7th
TD August 2014 - Present
Duquesne University August 2012 - December 2013
Northwestern Mutual January 2013 - July 2013
Southern Maryland Hospital August 2010 - December 2012
Skills
Teamwork, Cpr Certified, Finance, Customer Service, Public Speaking, Entrepreneurship, Data Entry, Networking, Life Insurance, Microsoft Office, Healthcare Industry, Financial Services, Real Estate, International Business, Training, Microsoft Excel, Sales, PowerPoint
Education
University of Maryland University College 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Duquesne University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Duquesne University- Beijing Jiaotong University 2013 — 2013
Northwestern Mutual 2015 - Present
Greystone Programs 2012 - 2015
La Fonda Restaurant 2011 - 2012
Anderson Center for Autism 2005 - 2011
Skills
Microsoft Word, Microsoft Excel, Management, PowerPoint, Microsoft Office, English, Training, Strategic Planning, Windows, Financial Analysis, Financial Planning, Financial Accounting, Visual C++, Asset and Income..., Retirement Solutions, Human Services, Dreamweaver, Auditing, Cost Accounting
Education
SUNY - New Paltz 2007 — 2009
Bachelor of Science, Accounting
Dutchess Community College 2005 — 2007
Associate’s Degree, Business Administration and Management, General, 3.2
Makini Academy
Seloc Nor Inc DB Cleaning Concepts May 2012 - Present
Northwestern Mutual May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Editing, Customer Service, Microsoft Office, Sales, Logistics, Management, Marketing Strategy, Social Media Marketing, New Business Development, PowerPoint, Account Management, Strategic Planning, Strategic Partnerships, Inventory Analysis, Inventory Management
Education
Duquesne University 2007 — 2011
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
FTI Consulting January 2015 - Present
Kroll December 2012 - December 2014
Goldman Sachs April 2012 - September 2012
Denim Habit September 2010 - April 2012
Northwestern Mutual September 2011 - March 2012
Susquehanna International Group March 2011 - September 2011
Northwestern Mutual June 2010 - September 2010
Skills
Microsoft Excel, Accounting, PowerPoint, Marketing, Public Speaking, Research, Sales, Analysis, Fixed Income, QuickBooks, Microsoft Office, Microsoft Word, Finance, Auditing, Management, Financial Modeling, Financial Analysis
Education
Drexel University 2009 — 2014
Bachelor of Science in Business Administration, Accounting and Finance, Cum Laude
Hoopis Financial Group April 2015 - Present
Northwestern Mutual December 2013 - April 2015
Woodmen of the World September 2005 - November 2013
Woodmen of the World Life Insurance Society/ Omaha Woodmen Life Insurance Society September 2005 - November 2013
Skills
Recruiting, Training, Insurance, Coaching, Building Relationships, Integrity, Selling, Finance, Sales, Relationship Building, Securities, Customer Service, Team Building, Fixed Annuities, Long-term Care, Term Life Insurance
Education
East Carolina University
Exercise Physiology
Liberty University
Bachelor’s Degree, Multi/Interdisciplinary Studies
Defero May 2015 - Present
Defero January 2015 - April 2015
Drury University AAF Chapter August 2013 - May 2014
Drury University September 2011 - May 2014
Butler, Shine, Stern & Partners June 2013 - August 2013
Drury University September 2012 - May 2013
Drury University March 2012 - May 2013
Silicon Valley Bank June 2012 - August 2012
Nick Lowery Youth Foundation May 2012 - August 2012
Northwestern Mutual January 2012 - May 2012
Education
Drury University 2010 — 2014
BA, Advertising and Public Relations
Desert Vista High School 2006 — 2010
Northwestern Mutual April 2015 - Present
North Carolina Department of Justice January 2007 - March 2015
Skills
Public Relations, Media Relations, Social Media
Education
Duke University 2000 — 2004
Bachelor's degree, Public Policy
Apex Leaders, LLC April 2015 - Present
Wellness Rebates LLC 2012 - March 2015
Northwestern Mutual November 2010 - January 2013
Lamb & Barnosky, LLP September 2006 - July 2009
Skills
Healthcare, Private Equity, Management, Leadership, Health Insurance, Wellness, Financial Analysis, Mergers & Acquisitions, Small Business, Employee Engagement, Strategic Planning, Time Management, Finance, Investments, Entrepreneurship, Employee Benefits, Insurance, Public Speaking
Education
The George Washington University Law School 2003 — 2006
J.D., Law
Duke University 1999 — 2003
Bachelor of Arts (B.A.), Political Science, Markets & Management, Economics
Jericho High School 1995 — 1999
Apex Tool Group, LLC July 2015 - Present
Apex Tool Group, LLC March 2014 - Present
Apex Tool Group, LLC January 2013 - March 2014
South Hills True Value Home Center January 2000 - January 2013
Northwestern Mutual January 2010 - April 2010
Skills
Sales, Hardware, Retail, Store Management, Merchandising, Visual Merchandising, Loss Prevention, Inventory Management, Customer Service, Retail Sales, Inventory Control, Store Operations, Sales Management
Education
Duquesne University 2008 — 2012
Bachelor of Business Administration (B.B.A.), ISM & Marketing
Pittsburgh Central Catholic 2004 — 2008
Cognizant May 2013 - Present
KPMG August 2011 - May 2013
Connexion Technologies February 2011 - August 2011
Northwestern Mutual May 2007 - December 2008
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Accounting, Internal Controls, Tax, GAAP, Finance, US GAAP, CPA, General Ledger, Financial Statements, Sarbanes-Oxley Act, Microsoft Excel, External Audit, Microsoft Office
Education
East Carolina University 2009 — 2010
Master of Science in Accounting, 4.0
University of North Carolina at Wilmington 2003 — 2007
Bachelor of Science, Finance
Northwestern Mutual January 2015 - Present
Drury University June 2012 - January 2015
Skills
Social Media, Customer Service
Education
Drury University 2012 — 2016
Bachelor's Degree, Finance and Economics, Junior
Turnberry Solutions October 2014 - Present
Apex Systems March 2014 - September 2014
Independence Blue Cross December 2008 - March 2014
MISI Company July 2008 - December 2008
KEENOTES COMPANY August 2004 - December 2008
Wilmington Trust July 2006 - July 2008
Interactive Business Systems, Inc. July 2005 - July 2006
Northwestern Mutual 2005 - 2006
Undisclosed Software Development Shop 2004 - 2005
MBNA Technology August 1996 - June 2004
Skills
Unix, SDLC, Release Management, Visio, Requirements Analysis, Project Management, TFS, Change Management, Software Configuration..., Software Project..., HP-UX, Team Foundation Server, Solaris, ant, Anthill, XP, RUP, Microsoft SQL Server, AntHillPro, Visual Basic, Analysis, ITIL, SharePoint, Requirements Gathering, DB2, AIX, Windows Server, Building Management..., Subversion, Maven, Nexus, Arifactory, AccuRev, Powershell, Business Analysis
Education
Drexel University 2009 — 2009
B.S., Information Systems
Kennedy Western University 2004 — 2005
B.S., Management of Technology
Control Data Institute 1984 — 1985
Certification Programming Technology
Drury University August 2012 - Present
Northwestern Mutual May 2015 - August 2015
Kansas City Country Club June 2009 - July 2009
Skills
Golf, Public Speaking, Social Skills, Microsoft Office, Time Management, Teamwork, Leadership, Social Media, Research, Social Networking, Microsoft Excel, Facebook, Management
Education
Drury University 2012 — 2017
Finance, General
Blue Valley North High School 2008 — 2012
GED
Northwestern Mutual September 2013 - Present
Chestnut Labs February 2013 - September 2013
Skills
Holistic Financial..., Retirement Planning, Insurance, Investments, Disability Insurance
Education
Drury University 2009 — 2013
Bachelor of Science (BS), Chemistry and Biology
EY June 2015 - Present
GMR Marketing July 2012 - Present
PwC January 2015 - April 2015
Northwestern Mutual May 2013 - July 2013
Skills
Accounting, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Time Management, Microsoft Excel, Social Networking, Teamwork
Education
University of Wisconsin-Milwaukee 2015 — 2016
Master’s Degree, Management - Professional Accounting
Duquesne University 2011 — 2015
Bachelor of Science (BS), Accounting
Catholic Memorial High School 2007 — 2011
High School Diploma
Northwestern Mutual April 2012 - Present
Center For Physical Therapy August 2011 - December 2011
Skills
Sales, Customer Service, Financial Analysis, Leadership, Insurance, Microsoft Excel, Public Speaking, Event Planning, Microsoft Office, PowerPoint, Social Media, Marketing, Marketing Strategy, Long-term Care
Education
Mercy College 2007 — 2010
Bachelor’s Degree, Health Science
Dutchess Community College 2005 — 2007
Associate’s Degree, Exercise Science and Wellness
Passehl Financial Services at Northwestern Mutual June 2013 - Present
Northwestern Mutual August 2012 - 2013
Philadelphia Eagles September 2010 - 2012
Morgan Lewis & Bockius LLP September 2009 - March 2010
Pfizer September 2008 - March 2009
Skills
Series 7
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelor of Business Administration (BBA), Legal Studies, General
Stewart Business Systems, A Xerox Company July 2015 - Present
Undergraduate Student Government February 2015 - Present
Northwestern Mutual January 2015 - Present
Pi Kappa Alpha January 2014 - Present
Water Works Aquatic Center May 2011 - Present
Skills
Teamwork, Public Relations, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Leadership, Management, Sales, Communication
Education
East Carolina University 2012 — 2017
Finance and Financial Management Services
CSC - Computer Sciences Corporation June 2014 - Present
Northwestern Mutual August 2012 - June 2014
Insys Therapeutics, Inc. January 2012 - June 2012
Lincare Holdings, Inc August 2011 - January 2012
Pennsylvania Brewing Company May 2010 - June 2011
The Leukemia and Lymphoma Society January 2010 - May 2010
The Make a Wish Foundation September 2009 - December 2009
The National Kidney Foundation May 2009 - August 2009
The Corporate Communication Council at Duquesne University January 2009 - May 2009
Skills
Marketing, Sales, Event Planning, Recruiting, Time Management, Management, Training, Social Networking, Cold Calling, Interviews, Public Speaking, Account Management, PowerPoint, Marketing Communications, Sales Management, Sales Operations, Advertising, Corporate Communications, People-oriented, Event Management, Public Relations, Selling, Social Skills, Networking, Sourcing, Recruiter, Entrepreneurship, Start-ups, Press Releases, Human Resources, Resume Writing, Oracle HR, Taleo, CMS, Recsolu
Education
Duquesne University 2007 — 2011
Bachelors Degree, Corporate Communications, 3.81
Derry Area High School 2003 — 2007
High School Diploma
Alpha Foundations Specialists June 2013 - Present
Northwestern Mutual December 2012 - June 2013
Northwestern Mutual December 2012 - June 2013
One Ocean Resort June 2012 - December 2012
Ponte Vedra Inn and Club January 2007 - June 2012
Southeast Renovations June 2005 - December 2007
Skills
Hospitality, Hospitality Management, Resorts, Event Planning, Customer Satisfaction, Hotel Management, Hospitality Industry, Food & Beverage, Sales, Customer Service, Time Management, Hotels, Leadership, Team Building
Education
Dutchess Community College 2001 — 2003
General Studies
Herkimer County Community College 2001 — 2001
Communication and Media Studies
Citizens Bank May 2015 - Present
Allegheny Volleyball Club October 2013 - Present
Northwestern Mutual July 2014 - February 2015
Saint Sebastian School June 2013 - June 2014
Plum Borough School District March 2008 - May 2014
Plum Borough School District August 2008 - December 2013
Pittsburgh Volleyball Club June 2010 - July 2013
Premier Volleyball Club November 2012 - May 2013
Burrell School District June 2011 - November 2012
Various School Districts October 2011 - May 2012
Education
Duquesne University 2011 — 2012
M.S. Ed., Instructional Technology, 4.0
Duquesne University 2007 — 2011
Bachelor of Science (B.S.), Secondary Education- Mathematics, 3.5579
Plum Borough Senior High School 2003 — 2007
High School Diploma
GE Capital July 2012 - Present
GE Capital February 2012 - June 2012
Wellington Management July 2009 - January 2010
Northwestern Mutual June 2008 - July 2009
Skills
Data Analysis, Finance, Portfolio Management, FX Options, Bloomberg, Risk Management, Financial Modeling, Derivatives, PowerPoint, Financial Analysis, Microsoft Office, Financial Risk
Education
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), International Business
Dublin City University 2010 — 2011
The Children's Hospital of Philadelphia November 2013 - Present
The Children's Hospital of Philadelphia October 2012 - November 2013
Northwestern Mutual August 2011 - September 2012
Abercrombie & Fitch January 2011 - June 2011
McClenahen Law Firm April 2008 - December 2010
Abercrombie & Fitch October 2005 - December 2010
Chesapeake Care Free Clinic May 2009 - August 2009
Mount Nittany Medical Center June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, Customer Service, PowerPoint, Recruiting, Event Planning, Social Media, Public Speaking, Social Networking, Time Management, Leadership, Fundraising
Education
Drexel University 2012 — 2013
B.S. Nursing
Penn State University 2006 — 2010
B.S., Health Policy and Administration
Vanguard April 2015 - Present
Vanguard October 2012 - March 2015
Essent Guaranty, Inc. June 2011 - October 2012
Northwestern Mutual September 2010 - June 2011
Northwestern Mutual March 2010 - June 2011
CIGNA Group Insurance March 2009 - September 2009
Wyeth Pharmaceuticals March 2008 - September 2008
Skills
Management, Series 63, Leadership, Series 6, Cognos, Lotus Notes, Sametime, Microsoft Excel, Excel, Factset, Series 7
Education
Villanova University 2014 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services, Marketing
Drexel University 2006 — 2011
Bachelor of Science, Business Administration; Entrepreneurship and Finance
Drexel University - College of Business and Administration 2006 — 2011
BS Business Administration, Finance, Entrepreneurship
Villanova University
Master of Business Administration (M.B.A.), Marketing concentration
EverPower Wind Holdings, Inc October 2012 - Present
Pittsburgh Penguins October 2011 - Present
The Law Firm of Swensen, Perer & Kontos May 2012 - September 2012
Northwestern Mutual March 2011 - August 2011
Dragonswood Advisors February 2011 - March 2011
Simple Solutions Professional Organizers May 2010 - February 2011
Academic Coaching March 2010 - February 2011
MSG Promotions May 2008 - July 2009
PSSI Stadium Corporation January 2009 - May 2009
WDUQ 90.5 FM June 2008 - May 2009
Skills
Event Management, Negotiation, Event Planning, Advertising, Public Speaking, Marketing, Account Management, Fundraising, Public Relations, Sponsorship
Education
Duquesne University 2005 — 2009
Bachelor of Arts, Public Relations, Advertising, Communications
Allentown Central Catholic High School 2002 — 2005
The Hanover Insurance Group June 2013 - Present
NAS Surety Group October 2011 - June 2013
Drexel University September 2010 - October 2011
Arch Insurance Group July 2005 - October 2011
The Williamson Free School of Mechanical Trades January 2008 - December 2009
Northwestern Mutual September 2004 - May 2005
Skills
Construction, Construction Management, Underwriting, Surety Bonds, Commercial Insurance, Risk Management, Management, Construction Safety
Education
Providence College 2001 — 2005
B.S., Business Management, Minor in Finance
Drexel University 2007 — 2010
Certification Program, Level I & III, Construction Management
Northwestern Mutual September 2001 - Present
Coactive Systems Corporation June 1999 - July 2001
Education
Duke University 2015 — 2017
Certification
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
MBA
University of North Carolina at Greensboro 1979 — 1983
BS
Fortress Investment Group September 2014 - Present
Johnson & Johnson June 2013 - September 2014
Johnson & Johnson June 2011 - June 2013
Biosense Webster June 2012 - May 2013
Johnson & Johnson January 2011 - May 2012
Ortho Clinical Diagnostics June 2010 - August 2010
Sponsors for Educational Opportunity March 2010 - August 2010
Northwestern Mutual March 2009 - February 2010
TUI Hellas March 2008 - September 2008
Skills
Financial Analysis, Excel, PowerPoint, Financial Modeling, Strategic Financial..., Financial Reporting, Corporate Finance, Finance, Accounting, Data Analysis, Microsoft Office, Risk Management, Investments, Forecasting, Financial Accounting, Microsoft Word, Analysis, Portfolio Management, Budgets, Internal Audit, Sarbanes-Oxley Act, Business Planning, Visio, Microsoft Excel, Auditing, Leadership, Variance Analysis, Management
Education
Drexel University - LeBow College of Business 2006 — 2010
Bachelor's in Business and Administration, Finance, Marketing
Technological Educational Institute of Crete 2008 — 2008
International Business, Sophomore
KPMG July 2013 - Present
KPMG US June 2012 - August 2012
Northwestern Mutual May 2011 - July 2011
Skills
Accounting
Education
East Carolina University 2012 — 2013
Master of Science in Accounting, Accounting
East Carolina University 2008 — 2012
Business Adminstration, Accounting
Annandale High School 2004 — 2008
Vinport.com December 2011 - Present
Northwestern Mutual August 2009 - July 2011
Washington University Investment Management Company September 2008 - January 2009
Shearman & Sterling June 2008 - August 2008
Goldman Sachs May 2007 - August 2007
Skills
Competitive Analysis, Marketing Strategy, Small Business, Financial Modeling, Asset Allocation, Finance, Strategic Financial..., Management, Business Planning, Analytics, Strategic Partnerships, New Business Development, Leadership, Market Research, Business Development, Corporate Development, Cross-functional Team..., Securities, Investments, Strategic Planning, Social Media, Fundraising, Strategy
Education
Washington University in St. Louis 2005 — 2009
JD/MBA, Investments and Asset Management
Duke University 2001 — 2005
BA, Classical Civilizations and Italian & European Studies
The Hotchkiss School 1997 — 2001
Classics Diploma, Classic
Northwestern Mutual September 2015 - Present
Northwestern Mutual July 2005 - September 2015
Polyglot Systems December 2003 - January 2005
PotsTek July 2002 - December 2003
Liststream August 2001 - June 2002
Seagull Software May 1994 - August 2001
Allied Signal/Development consulting/Software Vendors 1981 - 1995
Vanarsdale Associates 1982 - 1986
Skills
Leadership, Management, Training, Sales, Marketing, Entrepreneurship, Public Speaking, Project Planning, Process Improvement, Strategy, New Business Development, Professional Services, CRM, Business Strategy, Customer Service, Consulting, Critical Thinking, Problem Solving, Business Ethics, Project Management, Coaching, Networking, Start-ups, Business Development, Marketing Strategy, Team Building
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA
UNC 1976 — 1981
BS, Industrial Relations & Psychology
Asheville School 1973 — 1976
High School
Northwestern Mutual January 2014 - Present
UNC Charlotte July 2012 - January 2014
Duke University February 2006 - June 2012
Lenior-Rhyne University July 2003 - January 2006
Skills
Leadership, Risk Management, Strategic Financial..., Estate Planning, Wealth Accumulation, Business Development, Financial Planning, Sales, Business Planning, Investment Management, Financial Services, Retirement Planning, Asset Protection, Wealth Preservation, Mutual Funds, Consulting, Employee Benefits, Variable Annuities, Retirement Income..., Problem Solving, Investments, Health Insurance, Group Insurance, Life Insurance, Finance, Wealth Management, Investment Strategies, Fixed Annuities, Education Funding, Retirement Benefits, Football Coaching, Coaching & Mentoring, Leadership Development, Strength Training
Education
Duke University 2006 — 2009
Master's degree, Humanities/Humanistic Studies
Lenoir-Rhyne University 2003 — 2006
Wake Forest University 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Mitchell High School 1996 — 1999
Northwestern Mutual February 2012 - Present
Gateway School Board December 2013 - Present
Gateway School Board December 2013 - Present
The Gateway Education Foundation April 2014 - Present
Republican Committee of Monroeville June 2013 - Present
Monroeville Volunteer Fire Company #1 December 2012 - Present
Monroeville Volunteer Fire Company #1 October 2002 - Present
Skills
Recruiting, Leadership, Sales, Customer Service, Marketing, Social Media, Time Management, Project Management, Account Management, Team Building, Management, Public Speaking, Sales Management, Policy, Risk Management, Social Media Marketing, Investments, Microsoft Office, Financial Analysis
Education
Duquesne University 2008 — 2012
Bachelor of Science, Business Administration
Gateway Senior High School
Deloitte August 2014 - Present
Angelo & Banta, P.A. May 2012 - June 2012
Office of the State Attorney, 17th Judicial Circuit May 2011 - July 2011
Northwestern Mutual May 2008 - June 2009
Skills
Microsoft Office, Legal Research, Legal Writing, Finance, Corporate Finance, Corporate Law
Education
New York University School of Law 2013 — 2014
Master of Laws (LL.M.), Taxation
Duke University School of Law 2010 — 2013
Juris Doctor
University of Miami 2005 — 2009
Bachelor of Arts (B.A.), Economics; Political Science; Philosophy (Minor), Cum Laude
BrandXads, Inc. July 2014 - Present
Tailwind Associates May 2012 - Present
Villanova University May 2012 - Present
Crimson Consulting May 2011 - September 2011
The Fuqua School of Business September 2010 - May 2011
Gerstein Fisher December 2010 - January 2011
Travels In Taste December 2010 - January 2011
Johns Hopkins Medical Institute December 2008 - May 2010
Northwestern Mutual June 2009 - August 2009
Education
Villanova University School of Law 2011 — 2014
Doctor of Law (J.D.)
Duke University - The Fuqua School of Business 2010 — 2011
Masters of Management Studies, Business
The Johns Hopkins University 2006 — 2010
BA, International Studies, History, Italian, Economics
Christian Brothers Academy 2001 — 2006
Northwestern Mutual July 2014 - Present
Western Albemarle High School November 2012 - Present
Whitten Lacrosse June 2003 - Present
Skills
Lacrosse Coach
Education
Duke University 1993 — 1997
History BA
Wilton High School 1989 — 1993
Arrow Electronics June 2015 - Present
Peoples Financial/Sports Management May 2014 - April 2015
East Carolina University January 2014 - December 2014
Northwestern Mutual May 2013 - February 2014
East Carolina University February 2013 - January 2014
AUTOBELL Car Wash April 2011 - February 2012
Skills
Leadership, Communication, Motivation, Organization, Microsoft Excel, Management, Securities, Customer Service, Data Entry, Research, Teamwork, Finance, PowerPoint, Public Speaking, Team Leadership, Microsoft Office, Time Management, Event Planning, Social Networking, Marketing, Microsoft Word, Recruiting
Education
East Carolina University 2011 — 2015
Bachelor of Science (BS), Business Administration, concentration in Financial Management
Wakefield High School, Raleigh NC 2007 — 2011
Burns White LLC July 2015 - Present
Chain of Title Land Services, LLC October 2014 - July 2015
Burns White LLC July 2014 - October 2014
Rice Energy March 2013 - May 2014
Equity Legal Protection Clinic April 2012 - August 2012
Grogan & Graffam, P.C April 2011 - August 2011
Northwestern Mutual October 2010 - July 2011
Duquesne Universities Office of Public Affairs July 2009 - July 2010
Skills
Bloomsburg Certified, Leadership, Customer Service, Public Speaking, Time Management, Fundraising, Estate Planning, Corporate Law, Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Secured Transactions, Legal Research Skills, Legal Writing, Oil & Gas Law, Energy Law, International Trade Law, Securities Regulation, Bankruptcy, Property Law, Due Diligence, Real Estate Due..., Contract Negotiation, Westlaw, Finance, Legal Research
Education
Duquesne University School of Law 2011 — 2014
Candidate for Juris Doctor Degree, Major Concentration in Energy Law and Corporate Law.
Duquesne University 2007 — 2011
Bachelors of Arts Degree, Political Science
Duquesne University 2007 — 2011
Bachelors of Arts & Science Degree, Economics
ChopTix July 2014 - Present
M&T Bank July 2012 - August 2014
Procter & Gamble May 2011 - August 2011
RTI International January 2008 - August 2010
Northwestern Mutual 2007 - 2008
Skills
Cross-functional Team..., Competitive Analysis, Financial Modeling, Strategic Planning, Financial Analysis, Strategy, Business Strategy, Data Analysis, Market Research, Marketing Strategy, Brand Management, Forecasting, Market Analysis, Corporate Finance, Valuation, Sales Management, Commercial Banking, Entrepreneurship, Management, Leadership
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Strategy - Entrepreneurship and Innovation
Duke University 2002 — 2006
B.A., Anthropology - Markets and Management
Steuben Foods September 2015 - Present
Anytime Hockey January 2015 - Present
ADP June 2014 - September 2015
ProCamps Worldwide April 2013 - August 2013
Northwestern Mutual December 2012 - April 2013
Coca Cola April 2009 - January 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Social Media, Customer Service, Team Building, Teamwork, Public Speaking, Microsoft Excel, Market Entry, Marketing Strategy, Market Research, Product Marketing, Motivated self-starter, Team Leadership, Highly Ambitious, Disability Insurance, Health Insurance, Life Insurance, Fixed Annuities, Variable Annuities, Hockey, Java, Photoshop, HTML, Customer Satisfaction, Marketing
Education
Duquesne University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Northwestern Mutual May 2011 - Present
Cottrill, Arbutina & Associates January 2010 - May 2010
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Leadership, PowerPoint, Customer Service, Finance, Microsoft Word, Time Management, Event Planning
Education
Geneva College
Bachelor of Science (BS), Business Finance
Duquesne University
Executive Certification in Financial Planning
Accenture January 2010 - Present
Capital Health Group, LLC August 2008 - January 2010
Northwestern Mutual April 2007 - July 2008
Skills
Financial Analysis, Management Consulting, Financial Modeling
Education
Drexel University - LeBow College of Business 2005 — 2008
Business Administration, Finance
Northwestern Mutual - Virginia February 2013 - Present
Nancy Inman Consulting 2007 - Present
Northwestern Mutual February 1994 - May 2007
U.S. Senate Sergeant at Arms June 1988 - February 1994
Skills
Executive Coaching, Event Management, Leadership Development, Higher Education, Management, Public Relations, Data Analysis, Project Management, Social Media, Non-profits, Social Media Marketing, Volunteer Management, Consulting, System Development, Marketing, Group Dynamics, Business Coaching, Team Building, Business Development, Coaching, Strategy, Fundraising, Leadership, Workshop Facilitation, Strategic Planning, Nonprofits, Employee Training, Event Planning, Research, Training, Public Speaking, Organizational..., Process Improvement, Entrepreneurship, Selling, Project Planning
Education
Duke University 1984 — 1988
Bachelor of Arts (B.A.), Spanish
Duke University 1984 — 1988
Bachelor of Arts (B.A.), Political Science
Sewickley Academy, Sewickley, PA 1973 — 1984
Northwestern Mutual Financial RepresentativeNorthwestern Mutual Financial Network2007 - Present
Education
Duke University 2002 — 2006
Northwestern Mutual July 2011 - Present
ValMark Securities September 2010 - July 2011
Horizon Investments, LLC December 2007 - May 2008
Skills
Series 7, Series 66, Series 9, Series 10
Education
Duquesne University 2003 — 2007
BSBA, Finance and Investment Management
Republic First Bank June 2012 - Present
Wells Fargo August 2011 - June 2012
Wells Fargo May 2010 - August 2011
Northwestern Mutual April 2008 - June 2009
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Life Insurance, Disability Insurance, Investments, Mutual Funds, Series 63, Insurance, Long Term Care Insurance, Wealth Management, Long-term Care, Financial Analysis, Credit, Series 6, Underwriting
Education
Drexel University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General, 3.55
Northwestern Mutual October 2013 - Present
Northwestern Mutual November 2011 - September 2013
Northwestern Mutual June 2010 - October 2011
Northwestern Mutual Life July 2007 - July 2010
B.C. Ziegler and Company June 2006 - July 2007
B.C. Ziegler and Company May 2003 - June 2006
Wildman, Harrold, Allen & Dixon, LLP 2000 - 2003
Skills
Legal Writing, Asset Protection, Corporate Law, Employment Law, Licensing, Securities, Securities Regulation, Civil Litigation, Corporate Governance, Legal Affairs, Intellectual Property, FINRA, Retirement Planning, Fixed Annuities, Estate Planning, Cross-border, Commercial Litigation, Litigation, Appeals, Legal Research
Education
Duke University School of Law 1997 — 2000
J.D., Law
Lawrence University 1993 — 1997
B.A., Economics and Geology
Arabella Advisors May 2015 - July 2015
Arabella Advisors May 2013 - May 2015
BidPal, Inc February 2013 - February 2015
Peace Corps June 2010 - August 2012
Northwestern Mutual May 2008 - May 2010
Student Managed Investment Fund August 2008 - May 2009
STAND: A Student Anti-Genocide Coalition 2007 - 2009
Skills
Wealth Accumulation, Investments, Variable Products, Long Term Care Insurance, Key Person Insurance, Life & Health Insurance..., IRAs, Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Long-term Care, Life Insurance, Financial Planners, Variable Annuities, Mutual Funds, Training, Finance, Marketing, Grant Writing, Fundraising, Public Relations, Time Management, Management, Nonprofits, Public Speaking
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
University of North Carolina at Charlotte - Belk College of Business 2005 — 2009
BSBA, Finance, concentration in Biology
Alkeon Capital Management July 2012 - Present
Paul Capital Partners March 2009 - June 2012
Merrill Lynch March 2008 - March 2009
Merrill Lynch May 2006 - March 2008
Northwestern Mutual June 2003 - May 2006
ITN Networks February 2002 - June 2003
Education
Duke University 1997 — 2001
B.A., Sociology, French
Google May 2015 - Present
PWC June 2014 - August 2014
Accenture August 2010 - June 2014
Procter & Gamble May 2009 - August 2009
Management Leadership for Tomorrow August 2008 - August 2009
Northwestern Mutual May 2008 - August 2008
Hamilton Sundstrand May 2007 - August 2007
Skills
Project Management, Organizational Design, Business Case, CRM, New Business Development, Business Intelligence, Process Design, Instructional Design, Growth Strategies, Operating Models, Instructor-led Training, Program Management, Customer Insight, Professional Mentoring, Business Development, Mentoring, Analysis, Management Consulting
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA, Strategy, Marketing, and Operations
Duke University 2006 — 2010
A.B., International Comparative Studies, Certificate in Markets and Management Studies
Melrose High School
Northwestern Mutual Financial Network 1982 - Present
Northwestern Mutual 1982 - Present
Skills
Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Long-term Care, Sales, Employee Benefits
Education
East Carolina University 1971 — 1975
Bachelor's degree, Health and Physical Education/Fitness
QDx Pathology Services November 2014 - Present
Redstone American Grill October 2010 - Present
TD February 2013 - November 2014
Wells Fargo Advisors, LLC December 2011 - February 2013
Paladin Consultants March 2009 - November 2011
Northwestern Mutual March 2008 - September 2008
Skills
Microsoft Office, Marketing, Customer Service, Financial Analysis, Sales, Social Media, Advertising, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Strategic Planning, Market Research, Event Planning, Investments, Marketing Strategy, Access, Time Management, Public Speaking, Research, Data Analysis, Management, Business Strategy, Salesforce.com, Facebook, Customer Satisfaction, Leadership
Education
Drexel University - College of Business and Administration 2007 — 2010
BS, Marketing, Biology
Fordham University 2006 — 2007
Bachelor of Science (B.S.), Business Administration
Northwestern Mutual March 2010 - Present
PSA Financial Advisors, Inc. June 2008 - February 2010
TD Ameritrade 2005 - 2007
T Rowe Price 2002 - 2005
Education
Duke University 1997 — 2001
History, United States & The Americas
The Boys' Latin School of Maryland 1994 — 1997
Bloomberg LP February 2014 - Present
AJR Inc February 2009 - March 2012
Northwestern Mutual March 2009 - September 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Analysis, Strategic Planning, Finance, Leadership, Data Analysis, Microsoft Word, Business Planning
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2012
Master of Business Administration (MBA), Global Business Management/Procurement, Magna Cum Laude Graduate
East Carolina University - College of Business 2005 — 2008
Finance, Business and Financial Services
Northwestern Mutual July 2014 - Present
Northwestern Mutual Life August 2006 - June 2014
Foley & Lardner LLP November 2000 - July 2006
Skills
Corporate Law, Legal Research, Securities Regulation, Legal Writing, Securities, Corporate Governance, Commercial Litigation, Contract Negotiation, Bankruptcy
Education
University of Virginia School of Law 1994 — 1997
Doctor of Law (JD)
Duke University 1990 — 1994
Bachelor of Science (BS), Civil Engineering
1847Financial September 2012 - Present
Envy Lacrosse August 2014 - Present
Lax Jam LLC July 2013 - Present
Northwestern Mutual August 2012 - September 2012
The Keating Group July 2011 - August 2011
MHAworks September 2010 - December 2010
Skills
Series 66, Series 7, Series 63, Series 6, Strategy, Microsoft Office, Life and Health Exam, AutoCAD, Final Cut Pro, GIS, InDesign, iMovie, Photoshop
Education
Duke University 2008 — 2012
BA, Architecture, Business, Psychology
Great Valley High School 2004 — 2008
Intrepid Inspections July 2012 - Present
Campaign for Working Families January 2010 - Present
Northwestern Mutual October 2009 - June 2010
Bio-Imaging Technologies, Inc. October 2007 - March 2008
Skills
Financial Analysis, Financial Services, Microsoft Excel, Insurance
Education
Drexel University - LeBow College of Business 2006 — 2011
Gallagher Benefit Services February 2013 - Present
The HDH Group May 2011 - January 2013
Seton-Lasalle High School 2009 - January 2013
Northwestern Mutual June 2009 - April 2011
Skills
Financial Analysis, Risk Management, Retirement Planning, Strategic Financial..., Analysis, Microsoft Excel, Account Management, Investments, PowerPoint, Customer Service, New Business Development, Process Improvement, Leadership, Business Analysis, Budgets, Employee Benefits
Education
Duquesne University 2004 — 2008
BSBA, Marketing and Sports Marketing
Franklin Regional High School 2000 — 2004
Greystone & Co. May 2014 - Present
Guggenheim Partners / Pillar Multifamily, LLC December 2011 - May 2014
Northwestern Mutual June 2011 - December 2011
Global Door Controls January 2010 - March 2011
The Householder Group December 2008 - December 2009
Professional Specialty Publications June 2008 - November 2008
Skills
Real Estate, Marketing, Sales, Event Planning, Customer Service, Marketing Strategy, Market Research, Outlook, Social Networking, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Public Relations, Selling, Event Management, Salesforce.com
Education
East Carolina University - College of Business 2004 — 2008
Bachelors, Marketing
Insurance April 2009 - Present
Northwestern Mutual February 2000 - April 2009
Marriott Hotel June 1992 - February 2000
Skills
Insurance, Disability Insurance, Customer Service, Strategic Financial..., Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Sales, Employee Benefits, Outlook, Banking, Finance, Risk Management, Financial Analysis
Education
Dutchess Community College 1991 — 1994
The Doty Financial Group, LLC July 2007 - Present
Northwestern Mutual June 2002 - July 2007
Skills
Insurance, Retirement Planning, Asset Protection, Life Insurance, Succession Planning, Estate Planning
Education
Drury University 1999 — 2003
B.A., Business Administration, Economics, Global Studies
Northwestern Mutual August 2011 - Present
Skills
Typing, Speed Reading, Sleep Disorders
Education
Duke University 2011 — 2011
Bachelor of Science, Social Media
FIS March 2014 - August 2014
GUESS?, Inc. November 2013 - December 2013
AXA Advisors May 2013 - October 2013
Northwestern Mutual January 2013 - March 2013
Panera Bread August 2009 - July 2011
Skills
Facebook, PowerPoint, Social Media, Microsoft Office, Time Management, Microsoft Word, Microsoft Excel, Event Planning, Social Networking, Teamwork, Social Media Marketing, Community Outreach, Leadership Development, Public Speaking, Blogging, Research, Customer Satisfaction, Data Entry, Training, Sales
Education
University of South Florida 2011 — 2013
Bachelor of Science (BS), Marketing with a minor in finance, 3.19
Dutchess Community College 2009 — 2011
Associate of Science (A.S.), Business Administration Transfer Program, 3.16
Northwestern Mutual November 2012 - March 2013
GoNextWorld.com February 2011 - May 2011
Propel Schools January 2010 - June 2010
Education
Duquesne University 2008 — 2012
BSBA, Sports Marketing
Brentwood High School 2004 — 2008
CNA Insurance March 2014 - Present
Buddy's Brews on Carson May 2012 - March 2014
Northwestern Mutual June 2013 - October 2013
Skills
Sales, Time Management, Microsoft Office, Insurance, PowerPoint, Microsoft Word, Leadership
Education
Duquesne University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Sports Marketing
Solon High School 2005 — 2009
Broadridge Financial Solutions April 2013 - Present
Northwestern Mutual January 2013 - April 2013
Education
Duquesne University 2010 — 2014
Northwestern Mutual August 2015 - Present
Education
Duquesne University 2012 — 2016
International Relations and Advertising
McQuaid Jesuit 2008 — 2012