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
Nicole Stokes, CLU, CLTC Nicole Stokes, CLU, CLTC's Northwestern Mutual Experience January 2011 - Present
Job District Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2011 - Present
University of South Florida July 2010 - May 2011
OPBI, Inc July 2008 - January 2011
Skills
Strategic Planning, Strategy, Public Speaking, Leadership, Community Outreach, Program Management, Networking, Management, Event Planning, Nonprofits, Team Building, Marketing, Insurance, Analysis, Adolescents
Education
The American College 2012 — 2014
CLU
University of South Florida 2005 — 2007
Master's degree
Florida State University 1999 — 2003
BA
King High School 1995 — 1999
Northwestern Mutual January 2011 - Present
University of South Florida July 2010 - May 2011
OPBI, Inc July 2008 - January 2011
Skills
Strategic Planning, Strategy, Public Speaking, Leadership, Community Outreach, Program Management, Networking, Management, Event Planning, Nonprofits, Team Building, Marketing, Insurance, Analysis, Adolescents
Education
The American College 2012 — 2014
CLU
University of South Florida 2005 — 2007
Master's degree
Florida State University 1999 — 2003
BA
King High School 1995 — 1999
Wyndi Pelt Wyndi Pelt's Northwestern Mutual Experience September 1998 - Present
Job Director of Marketing and Business Operations with The Vedder Group Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 1998 - Present
Education
Florida State University
Tallahassee Community College
Northwestern Mutual September 1998 - Present
Education
Florida State University
Tallahassee Community College
Rusty Melges's Northwestern Mutual Experience May 2011 - July 2011
Job Associate General Counsel at Jonathan Bernstein Consulting Corp.
Industry Law Practice
Experience
Jonathan Bernstein Consulting Corp. September 2015 - Present
State Attorney's Office, Florida's Second Judicial Circuit January 2015 - April 2015
Jonathan Bernstein Consulting Corporation July 2014 - August 2014
Williams Parker May 2014 - July 2014
Florida State University College of Law August 2013 - May 2014
Northwestern Mutual May 2011 - July 2011
Skills
Legal Writing, Public Speaking, Legal Research, Microsoft Excel, Real Estate Transactions, Time Management
Education
Florida State University College of Law 2012 — 2015
Juris Doctor (J.D.), Cum laude
University of Central Florida 2008 — 2012
B.S.B.A., Finance, Magna cum laude
Furman University 2007 — 2008
Jonathan Bernstein Consulting Corp. September 2015 - Present
State Attorney's Office, Florida's Second Judicial Circuit January 2015 - April 2015
Jonathan Bernstein Consulting Corporation July 2014 - August 2014
Williams Parker May 2014 - July 2014
Florida State University College of Law August 2013 - May 2014
Northwestern Mutual May 2011 - July 2011
Skills
Legal Writing, Public Speaking, Legal Research, Microsoft Excel, Real Estate Transactions, Time Management
Education
Florida State University College of Law 2012 — 2015
Juris Doctor (J.D.), Cum laude
University of Central Florida 2008 — 2012
B.S.B.A., Finance, Magna cum laude
Furman University 2007 — 2008
Andrew Rush Andrew Rush's Northwestern Mutual Experience June 2015 - Present
Job Financial Reepresentative
Industry Accounting
Experience
Northwestern Mutual June 2015 - Present
Raymond James Financial Inc. June 2014 - August 2014
Fordham Preparatory School September 2011 - June 2014
Nuts About Yogurt July 2012 - September 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks, Accounting, Bloomberg, Bloomberg Terminal, Research, Time Management
Education
Fordham University 2011 — 2015
Student, Accounting
Fordham Preparatory School 2007 — 2011
Northwestern Mutual June 2015 - Present
Raymond James Financial Inc. June 2014 - August 2014
Fordham Preparatory School September 2011 - June 2014
Nuts About Yogurt July 2012 - September 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks, Accounting, Bloomberg, Bloomberg Terminal, Research, Time Management
Education
Fordham University 2011 — 2015
Student, Accounting
Fordham Preparatory School 2007 — 2011
Michael Zucker's Northwestern Mutual Experience January 2012 - August 2012
Job Leasing Consultant at CF Lane
Industry Real Estate
Experience
CF Lane May 2014 - Present
Cherokee Town and Country Club June 2010 - Present
DMC Atlanta, Inc. June 2013 - August 2013
Northwestern Mutual January 2012 - August 2012
Florida State University January 2012 - April 2012
Kohl's Department Stores September 2010 - April 2012
Skills
Sales, Customer Service, Marketing, Public Speaking, Management, Social Media
Education
Florida State University - College of Business 2008 — 2012
BS in Marketing, Marketing
CF Lane May 2014 - Present
Cherokee Town and Country Club June 2010 - Present
DMC Atlanta, Inc. June 2013 - August 2013
Northwestern Mutual January 2012 - August 2012
Florida State University January 2012 - April 2012
Kohl's Department Stores September 2010 - April 2012
Skills
Sales, Customer Service, Marketing, Public Speaking, Management, Social Media
Education
Florida State University - College of Business 2008 — 2012
BS in Marketing, Marketing
Nicole Altieri's Northwestern Mutual Experience May 2013 - July 2013
Job Reinsurance Financial Specialist at Florida Office of Insurance Regulation
Industry Insurance
Experience
Florida Office of Insurance Regulation October 2013 - Present
Northwestern Mutual May 2013 - July 2013
Florida State University - Accounting Department August 2012 - April 2013
International Business Association January 2012 - April 2013
International Business Associaton March 2013 - March 2013
International Business Association March 2012 - March 2012
Nautica September 2008 - July 2009
Joseph J. Altieri, MD: Center for Counseling & Psychiatry August 2006 - July 2008
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Time Management, Teamwork, Outlook, Budgets, Leadership, Team Leadership, Analysis, Finance, Accounting, Insurance Regulation, SAP Accounting, Management
Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Finance, General, Senior
Saint Edward's School 2005 — 2009
Florida Office of Insurance Regulation October 2013 - Present
Northwestern Mutual May 2013 - July 2013
Florida State University - Accounting Department August 2012 - April 2013
International Business Association January 2012 - April 2013
International Business Associaton March 2013 - March 2013
International Business Association March 2012 - March 2012
Nautica September 2008 - July 2009
Joseph J. Altieri, MD: Center for Counseling & Psychiatry August 2006 - July 2008
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Time Management, Teamwork, Outlook, Budgets, Leadership, Team Leadership, Analysis, Finance, Accounting, Insurance Regulation, SAP Accounting, Management
Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Finance, General, Senior
Saint Edward's School 2005 — 2009
Jeff Field's Northwestern Mutual Experience May 2015 - September 2015
Job Fordham student seeking investments experience
Industry Financial Services
Experience
Northwestern Mutual May 2015 - September 2015
WCSU Planning and Budgeting Committee September 2014 - May 2015
Student Government Association August 2014 - May 2015
Sigma Chi Fraternity February 2014 - May 2015
Housing and Residence Life December 2014 - April 2015
North Salem High School April 2013 - June 2013
North Salem High School December 2012 - April 2013
Skills
Microsoft Office, Leadership, Public Speaking, Strategic Planning, Budget Management, Social Networking, Financial Reporting, Customer Service, Time Management, Teamwork, Qualified Retirement..., Permanent Life Insurance, Term Life Insurance, Indexed Annuities
Education
Fordham University 2015 — 2018
Accounting (5 year CPA preparatory program)
Western Connecticut State University 2013 — 2015
Accounting and Finance, 3.8/4.0
Northwestern Mutual May 2015 - September 2015
WCSU Planning and Budgeting Committee September 2014 - May 2015
Student Government Association August 2014 - May 2015
Sigma Chi Fraternity February 2014 - May 2015
Housing and Residence Life December 2014 - April 2015
North Salem High School April 2013 - June 2013
North Salem High School December 2012 - April 2013
Skills
Microsoft Office, Leadership, Public Speaking, Strategic Planning, Budget Management, Social Networking, Financial Reporting, Customer Service, Time Management, Teamwork, Qualified Retirement..., Permanent Life Insurance, Term Life Insurance, Indexed Annuities
Education
Fordham University 2015 — 2018
Accounting (5 year CPA preparatory program)
Western Connecticut State University 2013 — 2015
Accounting and Finance, 3.8/4.0
Peter Kula's Northwestern Mutual Experience April 2012 - August 2012
Job Internal Auditor at Caesars Entertainment Corporation
Industry Accounting
Experience
Caesars Entertainment Corporation December 2014 - Present
Sterling Organization June 2014 - August 2014
Camp Pontiac June 2011 - August 2013
Northwestern Mutual April 2012 - August 2012
Skills
Microsoft Excel, Finance, Licensed Life & Health..., Camp Management, Restaurant Management, Social Networking, Financial Modeling, Management, Insurance, Nonprofits, Microsoft Office
Education
Florida State University 2009 — 2014
Bachelor's Degree, Accounting and Finance, Senior
Caesars Entertainment Corporation December 2014 - Present
Sterling Organization June 2014 - August 2014
Camp Pontiac June 2011 - August 2013
Northwestern Mutual April 2012 - August 2012
Skills
Microsoft Excel, Finance, Licensed Life & Health..., Camp Management, Restaurant Management, Social Networking, Financial Modeling, Management, Insurance, Nonprofits, Microsoft Office
Education
Florida State University 2009 — 2014
Bachelor's Degree, Accounting and Finance, Senior
Steven Signore Steven Signore's Northwestern Mutual Experience September 2014 - December 2014
Job Communications Planning Assistant at MediaCom
Industry Marketing and Advertising
Experience
MediaCom September 2015 - Present
Brazen Fox May 2013 - Present
GroupM ESP June 2015 - August 2015
Arkadium January 2015 - April 2015
Northwestern Mutual September 2014 - December 2014
WFAS Radio January 2013 - May 2013
Skills
Social Media, Marketing, PowerPoint, Customer Service, Microsoft Word, Social Networking, Teamwork, Microsoft Excel, Public Speaking, Event Planning, Leadership, Facebook, Microsoft Office, Research
Education
Fordham University 2011 — 2015
Bachelor's Degree, Sociology
Yonkers High School 2007 — 2011
High School, International Baccalaureate Studies
MediaCom September 2015 - Present
Brazen Fox May 2013 - Present
GroupM ESP June 2015 - August 2015
Arkadium January 2015 - April 2015
Northwestern Mutual September 2014 - December 2014
WFAS Radio January 2013 - May 2013
Skills
Social Media, Marketing, PowerPoint, Customer Service, Microsoft Word, Social Networking, Teamwork, Microsoft Excel, Public Speaking, Event Planning, Leadership, Facebook, Microsoft Office, Research
Education
Fordham University 2011 — 2015
Bachelor's Degree, Sociology
Yonkers High School 2007 — 2011
High School, International Baccalaureate Studies
Joanna Jimenez's Northwestern Mutual Experience May 2009 - September 2009
Job Broker at Opes Real Estate Group
Industry Financial Services
Experience
Opes Real Estate Group January 2015 - Present
One Stop Realty Services January 2014 - Present
MVP American Securities June 2013 - December 2013
Morgan Stanley Private Wealth Management January 2011 - May 2013
Marketing Werks February 2010 - December 2010
Prudential Financial October 2009 - February 2010
Northwestern Mutual May 2009 - September 2009
Education
Florida State University - College of Business 2005 — 2009
B.A, Finance & Multinational Business
Opes Real Estate Group January 2015 - Present
One Stop Realty Services January 2014 - Present
MVP American Securities June 2013 - December 2013
Morgan Stanley Private Wealth Management January 2011 - May 2013
Marketing Werks February 2010 - December 2010
Prudential Financial October 2009 - February 2010
Northwestern Mutual May 2009 - September 2009
Education
Florida State University - College of Business 2005 — 2009
B.A, Finance & Multinational Business
Andy Baer Andy Baer's Northwestern Mutual Experience May 2009 - August 2009
Job Account Manager at Lanter Delivery Systems
Industry Marketing and Advertising
Experience
Lanter Delivery Systems June 2015 - Present
Farmers Insurance Group of Companies February 2013 - Present
Summit Distributing February 2012 - February 2013
Grand Slam Sports - 590 KFNS, 1380 Sports Radio, St. Louis Sports Magazine July 2011 - February 2012
On The Glass Ads July 2010 - August 2011
Jeff Eisenberg & Associates August 2009 - April 2010
Northwestern Mutual May 2009 - August 2009
Skills
Radio, Advertising, Selling, Proposal Writing, Customer Service, PowerPoint, Excel, Word, Microsoft Office, Customer Relations, Social Media, Promotions, Social Media Marketing, Public Speaking, Insurance, Email Marketing, Marketing Communications, Account Management, Event Planning, Writing, Public Relations, Copywriting, Cold Calling, Adobe Creative Suite, Outlook, Sales Management, Negotiation, Marketing Strategy, New Business Development, Budgeting, Online Marketing, Time Management, Market Research, Teamwork, Strategic Planning, Social Networking, Customer Satisfaction, Facebook, Sales
Education
Fontbonne University
Bachelor, Science and Business Administration; Marketing
Vianney High School 2000 — 2004
General, General
Lanter Delivery Systems June 2015 - Present
Farmers Insurance Group of Companies February 2013 - Present
Summit Distributing February 2012 - February 2013
Grand Slam Sports - 590 KFNS, 1380 Sports Radio, St. Louis Sports Magazine July 2011 - February 2012
On The Glass Ads July 2010 - August 2011
Jeff Eisenberg & Associates August 2009 - April 2010
Northwestern Mutual May 2009 - August 2009
Skills
Radio, Advertising, Selling, Proposal Writing, Customer Service, PowerPoint, Excel, Word, Microsoft Office, Customer Relations, Social Media, Promotions, Social Media Marketing, Public Speaking, Insurance, Email Marketing, Marketing Communications, Account Management, Event Planning, Writing, Public Relations, Copywriting, Cold Calling, Adobe Creative Suite, Outlook, Sales Management, Negotiation, Marketing Strategy, New Business Development, Budgeting, Online Marketing, Time Management, Market Research, Teamwork, Strategic Planning, Social Networking, Customer Satisfaction, Facebook, Sales
Education
Fontbonne University
Bachelor, Science and Business Administration; Marketing
Vianney High School 2000 — 2004
General, General
Ryann Post's Northwestern Mutual Experience June 2011 - December 2012
Job Account Manager at LED Corporations
Industry Electrical/Electronic Manufacturing
Experience
LED Corporations May 2015 - Present
Sutter and Nugent Inc. January 2015 - Present
Keller Williams Realty Metropolitan January 2014 - December 2014
Logan Realty Inc. January 2013 - December 2013
Northwestern Mutual June 2011 - December 2012
Skills
Sales, Real Estate, Marketing, Customer Service, Market Research, Financial Analysis, Public Speaking, Rental Real Estate, Sales Prospecting, Lead Generation, Research, Microsoft Excel, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Leadership, Management, Contracts, Teamwork, English, Investments
Education
Florida State University 2007 — 2011
Bachelor's degree, Finance and Marketing
W.T. Dwyer High School 2004 — 2007
LED Corporations May 2015 - Present
Sutter and Nugent Inc. January 2015 - Present
Keller Williams Realty Metropolitan January 2014 - December 2014
Logan Realty Inc. January 2013 - December 2013
Northwestern Mutual June 2011 - December 2012
Skills
Sales, Real Estate, Marketing, Customer Service, Market Research, Financial Analysis, Public Speaking, Rental Real Estate, Sales Prospecting, Lead Generation, Research, Microsoft Excel, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Leadership, Management, Contracts, Teamwork, English, Investments
Education
Florida State University 2007 — 2011
Bachelor's degree, Finance and Marketing
W.T. Dwyer High School 2004 — 2007
Davied Killian's Northwestern Mutual Experience August 2013 - December 2013
Job Financial Services Representative at SunTrust
Industry Financial Services
Experience
SunTrust December 2014 - Present
The Biltmore Company September 2014 - December 2014
Liebenhaut Law August 2014 - September 2014
Carrabba's Italian Grill March 2009 - August 2014
Northwestern Mutual August 2013 - December 2013
Alpha Kappa Psi April 2013 - December 2013
Larry's Giant Subs June 2009 - March 2010
Pier 1 Imports January 2008 - March 2009
Target July 2007 - January 2008
Skills
Restaurants, Time Management, Customer Service, Strategic Financial..., Food, Event Management, Finance, Microsoft Word, Leadership, Microsoft Excel, Accounting, PowerPoint, Analysis, Teamwork, Sales, Financial Planning, Microsoft Office, Social Media, Event Planning
Education
Florida State University - College of Business 2012 — 2014
Bachelor's Degree, Finance
SunTrust December 2014 - Present
The Biltmore Company September 2014 - December 2014
Liebenhaut Law August 2014 - September 2014
Carrabba's Italian Grill March 2009 - August 2014
Northwestern Mutual August 2013 - December 2013
Alpha Kappa Psi April 2013 - December 2013
Larry's Giant Subs June 2009 - March 2010
Pier 1 Imports January 2008 - March 2009
Target July 2007 - January 2008
Skills
Restaurants, Time Management, Customer Service, Strategic Financial..., Food, Event Management, Finance, Microsoft Word, Leadership, Microsoft Excel, Accounting, PowerPoint, Analysis, Teamwork, Sales, Financial Planning, Microsoft Office, Social Media, Event Planning
Education
Florida State University - College of Business 2012 — 2014
Bachelor's Degree, Finance
Caley Waters's Northwestern Mutual Experience May 2010 - December 2010
Job Associate Underwriter at RSUI Group, Inc.
Industry Insurance
Experience
RSUI Group, Inc. August 2014 - Present
Hull & Company August 2011 - July 2014
CRC Insurance Services, Inc. June 2011 - July 2011
RSUI Group, Inc. May 2011 - June 2011
Northwestern Mutual May 2010 - December 2010
Skills
Underwriting, Property & Casualty..., Professional Liability, Casualty, Brokers, Commercial Lines, Inland Marine, Insurance, Commercial Insurance, Liability, General Insurance, Umbrella Insurance, Excess & Surplus Lines, Workers Compensation, D&O, Employment Practices..., Excess, Casualty Insurance
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science, Risk Management/Insurance and Business Management
RSUI Group, Inc. August 2014 - Present
Hull & Company August 2011 - July 2014
CRC Insurance Services, Inc. June 2011 - July 2011
RSUI Group, Inc. May 2011 - June 2011
Northwestern Mutual May 2010 - December 2010
Skills
Underwriting, Property & Casualty..., Professional Liability, Casualty, Brokers, Commercial Lines, Inland Marine, Insurance, Commercial Insurance, Liability, General Insurance, Umbrella Insurance, Excess & Surplus Lines, Workers Compensation, D&O, Employment Practices..., Excess, Casualty Insurance
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science, Risk Management/Insurance and Business Management
Samantha Cady's Northwestern Mutual Experience January 2015 - Present
Job Recruiter
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
Locks of Love August 2014 - January 2015
Northwestern Mutual November 2011 - April 2014
Rainforest Cafe May 2009 - November 2011
Skills
Marketing, Communication Skills, Workflow, Customer Satisfaction, Client Relations Skills, Organization, Fundraising, Nonprofits, Philanthropy, Coordinating Special..., Customer Service
Education
Florida State University 2006 — 2010
Northwestern Mutual January 2015 - Present
Locks of Love August 2014 - January 2015
Northwestern Mutual November 2011 - April 2014
Rainforest Cafe May 2009 - November 2011
Skills
Marketing, Communication Skills, Workflow, Customer Satisfaction, Client Relations Skills, Organization, Fundraising, Nonprofits, Philanthropy, Coordinating Special..., Customer Service
Education
Florida State University 2006 — 2010
Kathy Weiss Kathy Weiss's Northwestern Mutual Experience August 1978 - July 1979
Job Executive Support Analyst
Industry Management Consulting
Experience
Accenture October 2012 - Present
Raytheon September 2011 - May 2012
Capital Group July 2002 - February 2009
Honeywell March 2000 - October 2001
HELISYS, INC February 1996 - July 1999
Helisys 1996 - 1999
Herbalife International January 1993 - January 1996
Citi May 1986 - March 1992
Xerox July 1979 - May 1983
Northwestern Mutual August 1978 - July 1979
Skills
Lotus Notes, Word, PowerPoint, Excel, Calendars, Administrative Support, Spreadsheets, Outlook, Typing, Data Entry, Telephone Skills, Administrative..., Visio, Microsoft Word, Microsoft Office, Calendaring, Microsoft Excel, Process Scheduler, Travel Arrangements
Education
Monroe Community College 1975 — 1977
A.A.S., Office Technology—Administrative Office Assistant
Foothill College 1983 — 1984
English and mathematics
University of Rochester 1982 — 1983
Economics, Sociology, and Psychology
Accenture October 2012 - Present
Raytheon September 2011 - May 2012
Capital Group July 2002 - February 2009
Honeywell March 2000 - October 2001
HELISYS, INC February 1996 - July 1999
Helisys 1996 - 1999
Herbalife International January 1993 - January 1996
Citi May 1986 - March 1992
Xerox July 1979 - May 1983
Northwestern Mutual August 1978 - July 1979
Skills
Lotus Notes, Word, PowerPoint, Excel, Calendars, Administrative Support, Spreadsheets, Outlook, Typing, Data Entry, Telephone Skills, Administrative..., Visio, Microsoft Word, Microsoft Office, Calendaring, Microsoft Excel, Process Scheduler, Travel Arrangements
Education
Monroe Community College 1975 — 1977
A.A.S., Office Technology—Administrative Office Assistant
Foothill College 1983 — 1984
English and mathematics
University of Rochester 1982 — 1983
Economics, Sociology, and Psychology
Nicholas Junta Nicholas Junta's Northwestern Mutual Experience August 2001 - Present
Job Field Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2001 - Present
Gabelli Asset Management May 1999 - July 2001
Instinet Corporation June 1997 - May 1999
Education
Fordham University 1997 — 2001
Fordham Prep 1993 — 1997
Northwestern Mutual August 2001 - Present
Gabelli Asset Management May 1999 - July 2001
Instinet Corporation June 1997 - May 1999
Education
Fordham University 1997 — 2001
Fordham Prep 1993 — 1997
Jennifer Donahue's Northwestern Mutual Experience January 2013 - Present
Job Chief Growth Officer at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2013 - Present
Northwestern Mutual May 1996 - Present
Northwestern Mutual Financial Network 1996 - December 2012
Skills
Insurance, Investments, Disability Insurance, Long-term Care, Retirement Planning, Risk Management, Life Insurance, Marketing, Sales Management
Education
Fontbonne University 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Northwestern Mutual January 2013 - Present
Northwestern Mutual May 1996 - Present
Northwestern Mutual Financial Network 1996 - December 2012
Skills
Insurance, Investments, Disability Insurance, Long-term Care, Retirement Planning, Risk Management, Life Insurance, Marketing, Sales Management
Education
Fontbonne University 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Richard A. D'Andrea Jr. Richard A. D'Andrea Jr.'s Northwestern Mutual Experience January 2012 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2012 - Present
Newbridge Securities 2010 - 2011
Chicago Investment Group March 2005 - July 2010
Education
Florida State University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Marshall University 1996 — 1998
Associate's degree, Business, Management, Marketing, and Related Support Services
Northwestern Mutual January 2012 - Present
Newbridge Securities 2010 - 2011
Chicago Investment Group March 2005 - July 2010
Education
Florida State University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Marshall University 1996 — 1998
Associate's degree, Business, Management, Marketing, and Related Support Services
Kaitlin Erdmann Kaitlin Erdmann's Northwestern Mutual Experience June 2006 - August 2007
Job USA/Latin America Sales & Marketing Coordinator
Industry Printing
Experience
Quad/Graphics August 2012 - Present
Quad/Graphics June 2010 - July 2012
Quad/Graphics July 2008 - June 2010
Mueller Media, Inc September 2007 - May 2008
Northwestern Mutual June 2006 - August 2007
Skills
Direct Mail, Digital Printing, Offset Printing, Catalogs, Account Management, Customer Service, Sales, Multi-channel Marketing, Marketing Communications, International Business, International Sales, International Marketing, International Project..., Time Management, Social Media, New Business Development, Sales Operations, Management, Marketing, Direct Marketing, Sales Process, Print Management
Education
Marquette University 2013 — 2014
Master of Business Administration (MBA), Marketing
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Business Administration (MBA), Marketing
University of Wisconsin-La Crosse 2004 — 2008
BS, Marketing, Spanish with a Business Concentration
Greendale High School
Quad/Graphics August 2012 - Present
Quad/Graphics June 2010 - July 2012
Quad/Graphics July 2008 - June 2010
Mueller Media, Inc September 2007 - May 2008
Northwestern Mutual June 2006 - August 2007
Skills
Direct Mail, Digital Printing, Offset Printing, Catalogs, Account Management, Customer Service, Sales, Multi-channel Marketing, Marketing Communications, International Business, International Sales, International Marketing, International Project..., Time Management, Social Media, New Business Development, Sales Operations, Management, Marketing, Direct Marketing, Sales Process, Print Management
Education
Marquette University 2013 — 2014
Master of Business Administration (MBA), Marketing
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Business Administration (MBA), Marketing
University of Wisconsin-La Crosse 2004 — 2008
BS, Marketing, Spanish with a Business Concentration
Greendale High School
Aissata Niangadou Aissata Niangadou's Northwestern Mutual Experience January 2015 - Present
Job Director of Client Services at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
Northwestern Mutual May 2013 - January 2015
ABC Carpet & Home April 2012 - June 2013
Claim Torrent Inc. June 2011 - December 2011
Sougouba African Market September 2010 - April 2011
CARE June 2008 - June 2009
CARE May 2004 - June 2008
Skills
Analysis, Management, Strategic Planning, Insurance, Accounting, Fundraising, Customer Service, Leadership Development, Sales, Finance
Education
Fordham University 2010 — 2015
Bachelor of Science (B.S.), Public Accounting
Computer Training Center, Nairobi Kenya
Diploma, Computer Programming
Northwestern Mutual January 2015 - Present
Northwestern Mutual May 2013 - January 2015
ABC Carpet & Home April 2012 - June 2013
Claim Torrent Inc. June 2011 - December 2011
Sougouba African Market September 2010 - April 2011
CARE June 2008 - June 2009
CARE May 2004 - June 2008
Skills
Analysis, Management, Strategic Planning, Insurance, Accounting, Fundraising, Customer Service, Leadership Development, Sales, Finance
Education
Fordham University 2010 — 2015
Bachelor of Science (B.S.), Public Accounting
Computer Training Center, Nairobi Kenya
Diploma, Computer Programming
Alexander Orlando Alexander Orlando's Northwestern Mutual Experience June 2012 - September 2012
Job Registered Client Associate with The BurkeRynkar Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2012 - Present
Northwestern Mutual June 2012 - September 2012
Deutsche Bank June 2011 - December 2011
Skills
Retirement Planning, College Education..., Estate Planning, Financial Analysis, Investments, Mutual Funds, Public Speaking, Access
Education
Fordham University 2009 — 2013
Bachelor's Degree, Finance, General
Bergen catholic 2005 — 2009
Wells Fargo Advisors, LLC September 2012 - Present
Northwestern Mutual June 2012 - September 2012
Deutsche Bank June 2011 - December 2011
Skills
Retirement Planning, College Education..., Estate Planning, Financial Analysis, Investments, Mutual Funds, Public Speaking, Access
Education
Fordham University 2009 — 2013
Bachelor's Degree, Finance, General
Bergen catholic 2005 — 2009
Sandy Yang's Northwestern Mutual Experience March 2015 - Present
Job Marketing Coordinator at Northwestern Mutual
Industry Marketing and Advertising
Experience
Northwestern Mutual March 2015 - Present
East Coast Asian American Student Union (ECAASU) January 2013 - May 2015
Fordham University August 2011 - May 2015
Best Adult Daycare Center LLC November 2012 - January 2015
NYCAASC January 2012 - August 2013
AT&T March 2013 - July 2013
Baruch College Campus High School September 2010 - June 2011
Teen Resource Center September 2005 - August 2010
Downtown Community Television Center (DCTV) June 2009 - August 2009
Skills
Social Media, Event Planning, Social Networking, Communication, Teamwork, Leadership, Microsoft Word, Customer Service, Photoshop, Social Media Marketing, Blogging, Microsoft Office, Digital Media, Microsoft Excel, Assertiveness, Event Photography, Internal & External..., Research, PowerPoint, Public Speaking, HTML, Editing, Final Cut Pro, Web Design, Translation, Youth Work, Windows Movie Maker, Facebook, SPSS, Community Outreach, Spanish, Twitter, Hootsuite, Tumblr, Pinterest, Instagram
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.)
Baruch College Campus High School 2007 — 2011
High School
Northwestern Mutual March 2015 - Present
East Coast Asian American Student Union (ECAASU) January 2013 - May 2015
Fordham University August 2011 - May 2015
Best Adult Daycare Center LLC November 2012 - January 2015
NYCAASC January 2012 - August 2013
AT&T March 2013 - July 2013
Baruch College Campus High School September 2010 - June 2011
Teen Resource Center September 2005 - August 2010
Downtown Community Television Center (DCTV) June 2009 - August 2009
Skills
Social Media, Event Planning, Social Networking, Communication, Teamwork, Leadership, Microsoft Word, Customer Service, Photoshop, Social Media Marketing, Blogging, Microsoft Office, Digital Media, Microsoft Excel, Assertiveness, Event Photography, Internal & External..., Research, PowerPoint, Public Speaking, HTML, Editing, Final Cut Pro, Web Design, Translation, Youth Work, Windows Movie Maker, Facebook, SPSS, Community Outreach, Spanish, Twitter, Hootsuite, Tumblr, Pinterest, Instagram
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.)
Baruch College Campus High School 2007 — 2011
High School
Michael Catudal Michael Catudal's Northwestern Mutual Experience October 2012 - May 2013
Job Founder, CEO at Servana and Sales Engineer at Keyence
Industry Industrial Automation
Experience
Keyence October 2014 - Present
Servana Travel April 2014 - Present
WinterWyman June 2013 - September 2014
Northwestern Mutual October 2012 - May 2013
Boston Harbor Hotel March 2011 - October 2012
United States Marine Corps January 2011 - March 2011
Skills
Recruiting, Human Resources, Customer Service, PowerPoint, Social Networking, Outlook, Microsoft Office, Sales, Talent Acquisition, Contract Recruitment, Microsoft Excel, Public Speaking, Microsoft Word, Contract Staffing, Salesforce.com, Applicant Tracking..., Entrepreneurship, Social Entrepreneurship, Financial Consulting, New Client Prospecting, Marketing Strategy, Social Media Management, Research, Sales Prospecting, ATS, CRM, Process Improvement, Process Control, Engineering, Process Engineering, Manufacturing, Manufacturing..., High Tech Sales, Process Automation, Automation
Education
University of New Hampshire 2007 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Florida State University 2005 — 2006
International Relations and Affairs
Keyence October 2014 - Present
Servana Travel April 2014 - Present
WinterWyman June 2013 - September 2014
Northwestern Mutual October 2012 - May 2013
Boston Harbor Hotel March 2011 - October 2012
United States Marine Corps January 2011 - March 2011
Skills
Recruiting, Human Resources, Customer Service, PowerPoint, Social Networking, Outlook, Microsoft Office, Sales, Talent Acquisition, Contract Recruitment, Microsoft Excel, Public Speaking, Microsoft Word, Contract Staffing, Salesforce.com, Applicant Tracking..., Entrepreneurship, Social Entrepreneurship, Financial Consulting, New Client Prospecting, Marketing Strategy, Social Media Management, Research, Sales Prospecting, ATS, CRM, Process Improvement, Process Control, Engineering, Process Engineering, Manufacturing, Manufacturing..., High Tech Sales, Process Automation, Automation
Education
University of New Hampshire 2007 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Florida State University 2005 — 2006
International Relations and Affairs
Aubrey Potts Aubrey Potts's Northwestern Mutual Experience May 2014 - August 2014
Job State Farm
Industry Financial Services
Experience
State Farm December 2014 - Present
JCPenney October 2014 - December 2014
Northwestern Mutual May 2014 - August 2014
Sonny's BBQ July 2013 - June 2014
Sonny's BBQ September 2011 - August 2012
Sonny's BBQ September 2007 - September 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Data Entry, Outlook, Inventory Management, Hospitality, Office Management, Administrative..., Access, Sales, Microsoft Office
Education
University of North Florida 2012 — 2014
Bachelor's, Financial Services
Florida State University - College of Business 2006 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
State Farm December 2014 - Present
JCPenney October 2014 - December 2014
Northwestern Mutual May 2014 - August 2014
Sonny's BBQ July 2013 - June 2014
Sonny's BBQ September 2011 - August 2012
Sonny's BBQ September 2007 - September 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Data Entry, Outlook, Inventory Management, Hospitality, Office Management, Administrative..., Access, Sales, Microsoft Office
Education
University of North Florida 2012 — 2014
Bachelor's, Financial Services
Florida State University - College of Business 2006 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Ryan McGann Ryan McGann's Northwestern Mutual Experience May 2014 - December 2014
Job Finance Student, Fordham Gabelli School of Business
Industry Financial Services
Experience
Memorial Sloan Kettering Cancer Center May 2015 - August 2015
Northwestern Mutual May 2014 - December 2014
NJ District 21 Legislative Office, Senator Tom Kean June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Microsoft Office, Teamwork, Social Media, English, Leadership, Team Leadership, Communication, Accounting, Data Analysis, Press Releases, Social Networking
Education
Fordham University 2013 — 2017
Bachelor of Science (BS), Finance, General
St. Peter's Prep 2009 — 2013
Memorial Sloan Kettering Cancer Center May 2015 - August 2015
Northwestern Mutual May 2014 - December 2014
NJ District 21 Legislative Office, Senator Tom Kean June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Microsoft Office, Teamwork, Social Media, English, Leadership, Team Leadership, Communication, Accounting, Data Analysis, Press Releases, Social Networking
Education
Fordham University 2013 — 2017
Bachelor of Science (BS), Finance, General
St. Peter's Prep 2009 — 2013
Nathan Gwin MBA's Northwestern Mutual Experience February 2002 - September 2002
Job AVP Eagle Bank and Trust
Industry Banking
Experience
Eagle Bank and Trust September 2007 - Present
Regions Bank October 2002 - September 2007
Northwestern Mutual February 2002 - September 2002
Skills
Microsoft Office, Investment Banking, Private Banking, Banking, Credit, Investments, Financial Services, Forecasting, Financial Analysis, Customer Service, Loans, Leadership, Insurance, Training, Sales, Mortgage Lending, Commercial Banking, Finance
Education
Fontbonne University 2007 — 2009
MBA, Business Administration, 3.8 GPA
Southern Illinois University, Edwardsville 2001 — 2003
Bachelor of Science, Finance
Southwestern Illinois College 1998 — 2001
Associate of Arts, Transfer
Eagle Bank and Trust September 2007 - Present
Regions Bank October 2002 - September 2007
Northwestern Mutual February 2002 - September 2002
Skills
Microsoft Office, Investment Banking, Private Banking, Banking, Credit, Investments, Financial Services, Forecasting, Financial Analysis, Customer Service, Loans, Leadership, Insurance, Training, Sales, Mortgage Lending, Commercial Banking, Finance
Education
Fontbonne University 2007 — 2009
MBA, Business Administration, 3.8 GPA
Southern Illinois University, Edwardsville 2001 — 2003
Bachelor of Science, Finance
Southwestern Illinois College 1998 — 2001
Associate of Arts, Transfer
Meghan Jankelow's Northwestern Mutual Experience May 2003 - August 2003
Job Associate Director at Protiviti: Global Consulting in Business, IT, Risk & Internal Audit
Industry Management Consulting
Experience
Protiviti January 2014 - Present
Protiviti January 2012 - December 2013
Protiviti January 2010 - December 2011
Protiviti July 2006 - December 2009
Protiviti June 2004 - June 2006
Northwestern Mutual May 2003 - August 2003
Skills
Enterprise Risk..., Sarbanes-Oxley, Internal Audit, Internal Controls, Financial Risk, Risk Management, Auditing, Financial Services, Risk Consulting, Governance, Consulting, Risk Assessment, Leadership, Business Process...
Education
Florida State University - College of Business 2000 — 2004
Finance and Multinational Business
Protiviti January 2014 - Present
Protiviti January 2012 - December 2013
Protiviti January 2010 - December 2011
Protiviti July 2006 - December 2009
Protiviti June 2004 - June 2006
Northwestern Mutual May 2003 - August 2003
Skills
Enterprise Risk..., Sarbanes-Oxley, Internal Audit, Internal Controls, Financial Risk, Risk Management, Auditing, Financial Services, Risk Consulting, Governance, Consulting, Risk Assessment, Leadership, Business Process...
Education
Florida State University - College of Business 2000 — 2004
Finance and Multinational Business
Sam Gibbons's Northwestern Mutual Experience July 2012 - Present
Job Volunteer at Florida Next Foundation
Industry Financial Services
Experience
Florida Next Foundation April 2013 - Present
Northwestern Mutual July 2012 - Present
Pro-ject 2012 - 2013
D2G 2012 - 2013
Florida Department of Financial Services July 2009 - July 2012
Skills
Legislative Relations, Government, Legislation, Public Policy, Policy Analysis, Data Entry, Policy, Legal Research, Public Administration, Legal Writing, Administrative..., Administrative Law
Education
Florida State University 2005 — 2010
Bachelor of Science (B.S.), Economics and Public Policy
Florida Next Foundation April 2013 - Present
Northwestern Mutual July 2012 - Present
Pro-ject 2012 - 2013
D2G 2012 - 2013
Florida Department of Financial Services July 2009 - July 2012
Skills
Legislative Relations, Government, Legislation, Public Policy, Policy Analysis, Data Entry, Policy, Legal Research, Public Administration, Legal Writing, Administrative..., Administrative Law
Education
Florida State University 2005 — 2010
Bachelor of Science (B.S.), Economics and Public Policy
Trevor tillwick's Northwestern Mutual Experience June 2011 - August 2011
Job Financial Analyst at Community Health Solutions of America
Industry Financial Services
Experience
Community Health Solutions of America June 2012 - Present
Northwestern Mutual June 2011 - August 2011
Skills
Education Funding, Wealth Accumulation, Investments
Education
Florida State University 2008 — 2012
BS, Finance, General
H.B. Plant high school 2007 — 2008
Community Health Solutions of America June 2012 - Present
Northwestern Mutual June 2011 - August 2011
Skills
Education Funding, Wealth Accumulation, Investments
Education
Florida State University 2008 — 2012
BS, Finance, General
H.B. Plant high school 2007 — 2008
Orel Yacoby Orel Yacoby's Northwestern Mutual Experience March 2012 - July 2012
Job NESA Tax Diversified Staff Group at EY
Industry Accounting
Experience
EY October 2014 - Present
Clearwater Capital Partners January 2013 - January 2014
TAO Group September 2012 - May 2013
Morgan Stanley Wealth Management January 2013 - March 2013
Northwestern Mutual March 2012 - July 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Word, LinkedIn, Facebook, Twitter, Microsoft Excel, QuickBooks, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Microsoft Word, Account Reconciliation, US GAAP, Finance, Accounting
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Taxation
Fordham University, Gabelli School of Business 2010 — 2013
Bachelor of Applied Science, Public Accountancy
Santa Barbara City College 2007 — 2009
EY October 2014 - Present
Clearwater Capital Partners January 2013 - January 2014
TAO Group September 2012 - May 2013
Morgan Stanley Wealth Management January 2013 - March 2013
Northwestern Mutual March 2012 - July 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Word, LinkedIn, Facebook, Twitter, Microsoft Excel, QuickBooks, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Microsoft Word, Account Reconciliation, US GAAP, Finance, Accounting
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Taxation
Fordham University, Gabelli School of Business 2010 — 2013
Bachelor of Applied Science, Public Accountancy
Santa Barbara City College 2007 — 2009
Bryan Derstine's Northwestern Mutual Experience January 2010 - June 2011
Job Sales Management
Industry Marketing and Advertising
Experience
Tru>Fit Athletic Clubs April 2014 - Present
Tru>Fit Athletic Clubs January 2014 - Present
24 Hour Fitness August 2012 - December 2013
The Zimmerman Agency November 2011 - June 2012
Northwestern Mutual January 2010 - June 2011
Shaw's Athletics April 2005 - December 2009
Skills
Social Media, Facebook, Hootsuite, PowerPoint, Twitter, Google Analytics, YouTube, Keynote, Microsoft Excel, Radian6, SM2, Alterian, Integrated Marketing, Social Networking, HootSuite, Sales
Education
Florida State University - College of Business 2006 — 2010
Marketing, Marketing, Sales, Management
Tru>Fit Athletic Clubs April 2014 - Present
Tru>Fit Athletic Clubs January 2014 - Present
24 Hour Fitness August 2012 - December 2013
The Zimmerman Agency November 2011 - June 2012
Northwestern Mutual January 2010 - June 2011
Shaw's Athletics April 2005 - December 2009
Skills
Social Media, Facebook, Hootsuite, PowerPoint, Twitter, Google Analytics, YouTube, Keynote, Microsoft Excel, Radian6, SM2, Alterian, Integrated Marketing, Social Networking, HootSuite, Sales
Education
Florida State University - College of Business 2006 — 2010
Marketing, Marketing, Sales, Management
Shawn Cordner's Northwestern Mutual Experience October 2011 - February 2012
Job Selling Branch Manager at Level Resources
Industry Staffing and Recruiting
Experience
Level Resources February 2014 - Present
Kenco Electrical Svc January 2012 - February 2014
Northwestern Mutual October 2011 - February 2012
Bisk Education May 2010 - October 2011
BayCare Health System August 2009 - May 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Publisher, Key Account Acquisition..., Business-to-Business..., Salesforce.com, Budget Management, Strategic Planning, Sales Promotion, Account Management, Key Account Management, Cold Calling, Lead Generation, CRM, Loyalty Programs, Brand Marketing, Staff Development, Process Management, Inside Sales, Outside Sales, Partner Development, Process Improvement, Leadership, Sales, Management, New Business Development, Marketing, Sales Management, Sales Process, Training
Education
Florida State University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Florida State University 2005 — 2009
Bachelor of Arts (B.A.)
Level Resources February 2014 - Present
Kenco Electrical Svc January 2012 - February 2014
Northwestern Mutual October 2011 - February 2012
Bisk Education May 2010 - October 2011
BayCare Health System August 2009 - May 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Publisher, Key Account Acquisition..., Business-to-Business..., Salesforce.com, Budget Management, Strategic Planning, Sales Promotion, Account Management, Key Account Management, Cold Calling, Lead Generation, CRM, Loyalty Programs, Brand Marketing, Staff Development, Process Management, Inside Sales, Outside Sales, Partner Development, Process Improvement, Leadership, Sales, Management, New Business Development, Marketing, Sales Management, Sales Process, Training
Education
Florida State University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Florida State University 2005 — 2009
Bachelor of Arts (B.A.)
Madeline Christman's Northwestern Mutual Experience June 2014 - May 2015
Job Investment Adivsors Leadership Program Participant at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank June 2015 - Present
Northwestern Mutual June 2014 - May 2015
Women in Business February 2014 - April 2015
Kenneth Poe, LLC May 2013 - April 2015
Andrew's Capital Grill January 2012 - April 2015
Kappa Alpha Theta November 2013 - January 2015
Children's Miracle Network Hospitals December 2013 - March 2014
Kip's Grill June 2013 - August 2013
Florida State University Student Government Association January 2012 - February 2013
Levi's October 2011 - December 2011
Skills
Customer Service, Management, Microsoft Excel, Budgets, Financial Planning, Retirement Planning, Social Media, State Government, Outlook Express, Organized Multi-tasker, Budget Process, PowerPoint, Time Management, Microsoft Word, Interpersonal Skill, Microsoft Office, Community Development, Social Networking, Facebook, Leadership, Teamwork
Education
Florida State University - College of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Lakewood High School Center for Advanced Technologies 2007 — 2011
Fifth Third Bank June 2015 - Present
Northwestern Mutual June 2014 - May 2015
Women in Business February 2014 - April 2015
Kenneth Poe, LLC May 2013 - April 2015
Andrew's Capital Grill January 2012 - April 2015
Kappa Alpha Theta November 2013 - January 2015
Children's Miracle Network Hospitals December 2013 - March 2014
Kip's Grill June 2013 - August 2013
Florida State University Student Government Association January 2012 - February 2013
Levi's October 2011 - December 2011
Skills
Customer Service, Management, Microsoft Excel, Budgets, Financial Planning, Retirement Planning, Social Media, State Government, Outlook Express, Organized Multi-tasker, Budget Process, PowerPoint, Time Management, Microsoft Word, Interpersonal Skill, Microsoft Office, Community Development, Social Networking, Facebook, Leadership, Teamwork
Education
Florida State University - College of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Lakewood High School Center for Advanced Technologies 2007 — 2011
Yuqi Guo Yuqi Guo's Northwestern Mutual Experience March 2015 - May 2015
Job Wealth Management Analyst Intern at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2015 - May 2015
J.D. Power January 2013 - May 2013
China Construction Bank June 2012 - August 2012
People's Bank of China September 2011 - December 2011
Henan Province Small & Medium Enterprises Guarantee Group June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Word, Data Analysis, English, Corporate Finance, Teamwork, Risk Management, SPSS, Research
Education
Fordham Gabelli School of Business 2013 — 2014
Master's Degree, Global Finance
Shanghai University of Finance and Economics 2009 — 2013
Bachelor of economics, Credit Management
Shanghai University of Finance and Economics 2009 — 2013
Bachelor's Degree, Management Information Systems, General
Northwestern Mutual March 2015 - May 2015
J.D. Power January 2013 - May 2013
China Construction Bank June 2012 - August 2012
People's Bank of China September 2011 - December 2011
Henan Province Small & Medium Enterprises Guarantee Group June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Word, Data Analysis, English, Corporate Finance, Teamwork, Risk Management, SPSS, Research
Education
Fordham Gabelli School of Business 2013 — 2014
Master's Degree, Global Finance
Shanghai University of Finance and Economics 2009 — 2013
Bachelor of economics, Credit Management
Shanghai University of Finance and Economics 2009 — 2013
Bachelor's Degree, Management Information Systems, General
Austin Shoup Austin Shoup's Northwestern Mutual Experience June 2009 - August 2009
Job Management Consultant at Accenture
Industry Management Consulting
Experience
Accenture September 2013 - Present
Accenture July 2011 - August 2013
Frontier Communications May 2010 - August 2010
Northwestern Mutual June 2009 - August 2009
Skills
Business Analysis, Financial Modeling, Forecasting, Leadership, Management, Management Consulting, Project Planning, Recruiting, Social Media, Team Leadership
Education
Fordham University 2007 — 2011
B.S., Finance
Accenture September 2013 - Present
Accenture July 2011 - August 2013
Frontier Communications May 2010 - August 2010
Northwestern Mutual June 2009 - August 2009
Skills
Business Analysis, Financial Modeling, Forecasting, Leadership, Management, Management Consulting, Project Planning, Recruiting, Social Media, Team Leadership
Education
Fordham University 2007 — 2011
B.S., Finance
Biron Smythe's Northwestern Mutual Experience July 2011 - December 2011
Job Client Management Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments June 2013 - January 2015
AXA Advisors August 2012 - May 2013
Colonial Life January 2012 - June 2012
Northwestern Mutual July 2011 - December 2011
Skills
Series 7, Retirement Planning, 403 b, Tax Sheltered Annuities, Marketing, Account Management, New Business Development, Sales, Brokers, Customer Service
Education
Florida State University - College of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing and Professional Sales
Fidelity Investments January 2015 - Present
Fidelity Investments June 2013 - January 2015
AXA Advisors August 2012 - May 2013
Colonial Life January 2012 - June 2012
Northwestern Mutual July 2011 - December 2011
Skills
Series 7, Retirement Planning, 403 b, Tax Sheltered Annuities, Marketing, Account Management, New Business Development, Sales, Brokers, Customer Service
Education
Florida State University - College of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing and Professional Sales
Samuel Cowart III Samuel Cowart III's Northwestern Mutual Experience April 2011 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2011 - Present
56Fashion, Inc. July 2006 - Present
National Football League April 1998 - April 2006
Education
Florida State University 1993 — 1998
POLITICAL SCIENCE, SCIENCE
Kellogg School of Management
Entrepreneurship/Entrepreneurial Studies
Harvard Business School
Business Administration, Management and Operations
Northwestern Mutual April 2011 - Present
56Fashion, Inc. July 2006 - Present
National Football League April 1998 - April 2006
Education
Florida State University 1993 — 1998
POLITICAL SCIENCE, SCIENCE
Kellogg School of Management
Entrepreneurship/Entrepreneurial Studies
Harvard Business School
Business Administration, Management and Operations
Lisa Siegal Lisa Siegal's Northwestern Mutual Experience Sales - EnrollerWinston Financial ServicesJanuary 2010 - December 2010
Job Manhattan Planning Group
Industry Insurance
Experience
Northwestern Mutual Sales - EnrollerWinston Financial ServicesJanuary 2010 - December 2010
The Strauss Agency, Inc. August 2008 - December 2009
Northwestern Mutual 2000 - 2005
Skills
Disability Insurance, Fixed Annuities, Sales Management, Customer Service, Long-term Care, New Business Development, Public Speaking, Marketing
Education
American College 2000 — 2005
CLU, Insurance
Fordham Gabelli School of Business 1984 — 1986
MBA, Marketing
University of Rochester 1977 — 1981
BA, English and Spanish
Northwestern Mutual Sales - EnrollerWinston Financial ServicesJanuary 2010 - December 2010
The Strauss Agency, Inc. August 2008 - December 2009
Northwestern Mutual 2000 - 2005
Skills
Disability Insurance, Fixed Annuities, Sales Management, Customer Service, Long-term Care, New Business Development, Public Speaking, Marketing
Education
American College 2000 — 2005
CLU, Insurance
Fordham Gabelli School of Business 1984 — 1986
MBA, Marketing
University of Rochester 1977 — 1981
BA, English and Spanish
Joseph Bailey | CPA (FL) | CITP | CISA's Northwestern Mutual Experience June 2000 - December 2000
Job Senior Manager Advisory Services at EY
Industry Accounting
Experience
EY February 2004 - Present
Moore Consulting Group 2002 - 2004
Northwestern Mutual June 2000 - December 2000
Skills
Auditing, IT Audit, Advisory, Media Research, Mobile Technology, College Recruiting, Social Media Relations, Accounting, Financial Advisory, CPA, Assurance, CISA, External Audit, Big 4, Leadership, ITGC, Information Technology, Mobile Devices, Internal Audit, Social Media Marketing, Tax, Internal Controls, Enterprise Risk..., Professional Mentoring, Positivity
Education
Florida State University - College of Business 2002 — 2003
MAcc, Taxation
Florida State University - College of Business 1998 — 2002
B.S., Accounting and Finance
Gulf Breeze High School 1995 — 1998
High School Diploma
St. Mary's Elementary School
EY February 2004 - Present
Moore Consulting Group 2002 - 2004
Northwestern Mutual June 2000 - December 2000
Skills
Auditing, IT Audit, Advisory, Media Research, Mobile Technology, College Recruiting, Social Media Relations, Accounting, Financial Advisory, CPA, Assurance, CISA, External Audit, Big 4, Leadership, ITGC, Information Technology, Mobile Devices, Internal Audit, Social Media Marketing, Tax, Internal Controls, Enterprise Risk..., Professional Mentoring, Positivity
Education
Florida State University - College of Business 2002 — 2003
MAcc, Taxation
Florida State University - College of Business 1998 — 2002
B.S., Accounting and Finance
Gulf Breeze High School 1995 — 1998
High School Diploma
St. Mary's Elementary School
Paul Nisco's Northwestern Mutual Experience February 2002 - December 2005
Job Learning and Talent Development Manager at Quorum Federal Credit Union
Industry Education Management
Experience
Quorum Federal Credit Union February 2015 - Present
Quorum Federal Credit Union January 2012 - Present
Commonwealth Brands Inc. March 2009 - January 2012
The Hartford February 2008 - November 2008
TIME Financial, A BISYS Company November 2005 - January 2008
Northwestern Mutual February 2002 - December 2005
UBS November 2000 - September 2002
Reuters 1993 - 2000
Reuters America Inc. 1993 - 2000
Skills
Training & Development, Coaching, Project Planning, Mentoring, Organizational Change, Team Building, Team Leadership, Strategic Planning, Leadership Development, Problem Solving, Staff Development, Change Management, Performance Management, Training, CRM, Sales, Strategy, Customer Satisfaction, Process Improvement, Customer Service, Negotiation, Business Development, Training Delivery, Marketing, Human Resources, Leadership, Recruiting, Budgets, Organizational..., Project Management, Management, Employee Training, New Business Development, Employee Relations, Talent Management, Sales Management, Sales Operations, Vendor Management, Public Speaking, Marketing Strategy, Account Management, Employee Benefits, Selling, Program Management, Operations Management, Call Centers, Onboarding, Interviews, Cross-functional Team..., Risk Management
Education
Fordham University 1989 — 1990
Bachelor of Arts, Political Science
John Cabot International College, Rome, Italy 1987 — 1988
Political Science and Government
Quorum Federal Credit Union February 2015 - Present
Quorum Federal Credit Union January 2012 - Present
Commonwealth Brands Inc. March 2009 - January 2012
The Hartford February 2008 - November 2008
TIME Financial, A BISYS Company November 2005 - January 2008
Northwestern Mutual February 2002 - December 2005
UBS November 2000 - September 2002
Reuters 1993 - 2000
Reuters America Inc. 1993 - 2000
Skills
Training & Development, Coaching, Project Planning, Mentoring, Organizational Change, Team Building, Team Leadership, Strategic Planning, Leadership Development, Problem Solving, Staff Development, Change Management, Performance Management, Training, CRM, Sales, Strategy, Customer Satisfaction, Process Improvement, Customer Service, Negotiation, Business Development, Training Delivery, Marketing, Human Resources, Leadership, Recruiting, Budgets, Organizational..., Project Management, Management, Employee Training, New Business Development, Employee Relations, Talent Management, Sales Management, Sales Operations, Vendor Management, Public Speaking, Marketing Strategy, Account Management, Employee Benefits, Selling, Program Management, Operations Management, Call Centers, Onboarding, Interviews, Cross-functional Team..., Risk Management
Education
Fordham University 1989 — 1990
Bachelor of Arts, Political Science
John Cabot International College, Rome, Italy 1987 — 1988
Political Science and Government
Joseph Renna Joseph Renna's Northwestern Mutual Experience August 2007 - May 2008
Job Senior Performance Measurement Analyst at Hartford Investment Management
Industry Investment Management
Experience
Hartford Investment Management September 2010 - Present
The Hartford June 2008 - September 2010
Northwestern Mutual August 2007 - May 2008
Skills
Bloomberg, Investments, Performance Measurement, Performance Attribution, Auditing, Financial Analysis, Finance, Mutual Funds, Fixed Income, Financial Modeling, Asset Management
Education
Fordham University 2004 — 2008
Bachelors, Finance, Accounting, Mathematics
Hartford Investment Management September 2010 - Present
The Hartford June 2008 - September 2010
Northwestern Mutual August 2007 - May 2008
Skills
Bloomberg, Investments, Performance Measurement, Performance Attribution, Auditing, Financial Analysis, Finance, Mutual Funds, Fixed Income, Financial Modeling, Asset Management
Education
Fordham University 2004 — 2008
Bachelors, Finance, Accounting, Mathematics
Patrick Scouler Patrick Scouler's Northwestern Mutual Experience October 2009 - April 2013
Job Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors April 2013 - Present
Northwestern Mutual October 2009 - April 2013
Education
Fordham University 2002 — 2005
B.A, History
Hotchkiss
Lenox Advisors April 2013 - Present
Northwestern Mutual October 2009 - April 2013
Education
Fordham University 2002 — 2005
B.A, History
Hotchkiss
Christopher Bruce Christopher Bruce's Northwestern Mutual Experience May 2004 - August 2004
Job Divorce & Appellate Lawyer
Industry Law Practice
Experience
StayMarriedFlorida.com January 2014 - Present
Nugent Zborowski & Bruce June 2009 - Present
Coastal Conservation Association June 2010 - Present
Edwards Angell Palmer & Dodge LLP May 2007 - March 2009
Bass Sox Mercer, fka Myers & Fuller, P.A. May 2006 - November 2006
Ernst & Young January 2005 - May 2005
Northwestern Mutual May 2004 - August 2004
Skills
Courts, Appeals, Family Law, Mediation, Divorce, Legal Writing, Trials, Civil Litigation, Litigation, Prenuptial Agreements, Paternity, Alternative Dispute..., Attorneys, Guardianship, Trial Practice
Education
Florida State University College of Law 2005 — 2008
Law Degree, Certificate Degree in Environmental, Land Use and Natural Resources Law
University of Florida 2003 — 2005
B.S., Accounting
StayMarriedFlorida.com January 2014 - Present
Nugent Zborowski & Bruce June 2009 - Present
Coastal Conservation Association June 2010 - Present
Edwards Angell Palmer & Dodge LLP May 2007 - March 2009
Bass Sox Mercer, fka Myers & Fuller, P.A. May 2006 - November 2006
Ernst & Young January 2005 - May 2005
Northwestern Mutual May 2004 - August 2004
Skills
Courts, Appeals, Family Law, Mediation, Divorce, Legal Writing, Trials, Civil Litigation, Litigation, Prenuptial Agreements, Paternity, Alternative Dispute..., Attorneys, Guardianship, Trial Practice
Education
Florida State University College of Law 2005 — 2008
Law Degree, Certificate Degree in Environmental, Land Use and Natural Resources Law
University of Florida 2003 — 2005
B.S., Accounting
Matthew Banderman's Northwestern Mutual Experience April 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2015 - Present
Northwestern Mutual May 2000 - Present
Education
Fontbonne University 1998 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Northwestern Mutual April 2015 - Present
Northwestern Mutual May 2000 - Present
Education
Fontbonne University 1998 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Samuel Whitney Samuel Whitney's Northwestern Mutual Experience September 2007 - March 2008
Job Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company August 2010 - Present
Merrill Lynch July 2008 - August 2010
Northwestern Mutual September 2007 - March 2008
Education
Fordham University - Graduate School of Business Administration 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance
International Fund Services (NA) LLC, A State Street Company August 2010 - Present
Merrill Lynch July 2008 - August 2010
Northwestern Mutual September 2007 - March 2008
Education
Fordham University - Graduate School of Business Administration 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance
Kendall Eckles's Northwestern Mutual Experience October 2009 - September 2012
Job Assistant Loan Officer at Veterans United Home Loans
Industry Financial Services
Experience
Veterans United Home Loans July 2013 - Present
Hy Vee September 2004 - July 2013
Northwestern Mutual October 2009 - September 2012
Columbia Public Schools May 2006 - August 2008
Skills
Customer Service, Sales, Time Management, Leadership, Financial Analysis, Finance, Insurance
Education
University of Missouri-Columbia 2008 — 2011
BS, Food Science
Fontbonne University 2006 — 2008
Business
Veterans United Home Loans July 2013 - Present
Hy Vee September 2004 - July 2013
Northwestern Mutual October 2009 - September 2012
Columbia Public Schools May 2006 - August 2008
Skills
Customer Service, Sales, Time Management, Leadership, Financial Analysis, Finance, Insurance
Education
University of Missouri-Columbia 2008 — 2011
BS, Food Science
Fontbonne University 2006 — 2008
Business
Thomas Flanagan's Northwestern Mutual Experience May 2002 - August 2003
Job Asst Controller at Breakers Inc
Industry Financial Services
Experience
The Breakers Inc. April 2015 - Present
Resorts World Genting August 2013 - November 2014
Penn Florida June 2012 - August 2013
GRS Property Management 2012 - 2012
Century Golf- Arnold Palmer Golf January 2010 - March 2011
.Jonathans Landing Golf Course September 2007 - May 2009
Hilton March 2003 - September 2007
Northwestern Mutual May 2002 - August 2003
The Florida Senate February 2000 - August 2000
Florida House of Representatives February 1999 - August 1999
Skills
Accounting, Budgets, Account Reconciliation, Finance, Accounts Payable, Auditing, Management, Internal Controls, Analysis, Cash Flow, General Ledger, Payroll, Banking, Financial Statements, Cash Management, Financial Reporting, Cost Accounting, Managerial Finance, Forecasting, Financial Analysis, Accounts Receivable, Financial Accounting, Variance Analysis
Education
Nova Southeastern University 2013 — 2016
Master’s Degree, Accounting
Nova Southeastern University 2010 — 2012
Master’s Degree, Business Administration and Management, General
Florida State University 1998 — 2001
BA, Finance / International Affairs
The Breakers Inc. April 2015 - Present
Resorts World Genting August 2013 - November 2014
Penn Florida June 2012 - August 2013
GRS Property Management 2012 - 2012
Century Golf- Arnold Palmer Golf January 2010 - March 2011
.Jonathans Landing Golf Course September 2007 - May 2009
Hilton March 2003 - September 2007
Northwestern Mutual May 2002 - August 2003
The Florida Senate February 2000 - August 2000
Florida House of Representatives February 1999 - August 1999
Skills
Accounting, Budgets, Account Reconciliation, Finance, Accounts Payable, Auditing, Management, Internal Controls, Analysis, Cash Flow, General Ledger, Payroll, Banking, Financial Statements, Cash Management, Financial Reporting, Cost Accounting, Managerial Finance, Forecasting, Financial Analysis, Accounts Receivable, Financial Accounting, Variance Analysis
Education
Nova Southeastern University 2013 — 2016
Master’s Degree, Accounting
Nova Southeastern University 2010 — 2012
Master’s Degree, Business Administration and Management, General
Florida State University 1998 — 2001
BA, Finance / International Affairs
Harmony Rose (Harmony Henry) Cantanno's Northwestern Mutual Experience 2007 - 2009
Job Executive Distributor at Nu Skin Enterprises
Industry Health, Wellness and Fitness
Experience
Nu Skin Enterprises January 2015 - Present
Carrabba's Italian Grill November 2013 - January 2015
Hammock Beach Resort February 2012 - January 2013
Young Professional Group of Flagler County January 2011 - June 2012
Daytona Beach News-Journal April 2011 - January 2012
Arrow Rehabilitation 2010 - 2010
Arrow Rehabilitation 2010 - 2010
Flagler County Chamber of Commerce & Affiliates March 2009 - November 2009
Northwestern Mutual 2007 - 2009
Skills
Social Media, Life Insurance, Management, Small Business, Event Planning, Sales, Disability Insurance, Advertising, Marketing, Social Media Marketing, Marketing Communications, Event Management, Microsoft Office, Social Networking, Customer Service, Strategic Planning, Public Relations, Public Speaking, New Business Development, Email Marketing, Media Relations, Online Advertising, Real Estate, Health Education, Skin Care Products, Nutritional Analysis, Nutrition Education, Vitamins, Natural Health Products
Education
Florida State University - College of Business 2004 — 2007
Entrepreneurship, Entrepreneurship
Florida State University - College of Business 2004 — 2007
Finance, Business
Niceville High School 1996 — 2000
Elementary Education
Nu Skin Enterprises January 2015 - Present
Carrabba's Italian Grill November 2013 - January 2015
Hammock Beach Resort February 2012 - January 2013
Young Professional Group of Flagler County January 2011 - June 2012
Daytona Beach News-Journal April 2011 - January 2012
Arrow Rehabilitation 2010 - 2010
Arrow Rehabilitation 2010 - 2010
Flagler County Chamber of Commerce & Affiliates March 2009 - November 2009
Northwestern Mutual 2007 - 2009
Skills
Social Media, Life Insurance, Management, Small Business, Event Planning, Sales, Disability Insurance, Advertising, Marketing, Social Media Marketing, Marketing Communications, Event Management, Microsoft Office, Social Networking, Customer Service, Strategic Planning, Public Relations, Public Speaking, New Business Development, Email Marketing, Media Relations, Online Advertising, Real Estate, Health Education, Skin Care Products, Nutritional Analysis, Nutrition Education, Vitamins, Natural Health Products
Education
Florida State University - College of Business 2004 — 2007
Entrepreneurship, Entrepreneurship
Florida State University - College of Business 2004 — 2007
Finance, Business
Niceville High School 1996 — 2000
Elementary Education
Lauren Rose's Northwestern Mutual Experience January 2007 - August 2007
Job District Sales Manager at Pearson Higher Education Sales with the Leading Learning Company in the World
Industry Publishing
Experience
Pearson North America July 2013 - Present
McGraw-Hill Higher Education June 2012 - July 2013
MillerCoors 2010 - 2013
McGraw-Hill Higher Education January 2008 - August 2012
Northwestern Mutual January 2007 - August 2007
Skills
Sales, Marketing, Sales Operations, Sales Presentations, Publishing, Technology Solutions, Higher Education, Academic Publishing, Account Management, B2B, Building Business..., Cold Calling, Content Development, Content Management, Custom Publishing, Customer Service, Digital Marketing, Management, Leadership, Lead Generation, Email Marketing, Marketing Communications, Marketing Management, Marketing Strategy, New Business Development, Public Speaking, Recruiting, Salesforce.com, Selling, Social Networking, Strategic Partnerships, Textbooks, Solution Selling, Trade Shows, Social Media Marketing, Social Media, Sales Management, Online Publishing, Online Marketing
Education
University of Tampa - John H. Sykes College of Business 2011 — 2014
Masters in Marketing and a MBA, Marketing and General Business
Florida State University - College of Business 2004 — 2007
B.S., Marketing with an emphasis in Sales
Pearson North America July 2013 - Present
McGraw-Hill Higher Education June 2012 - July 2013
MillerCoors 2010 - 2013
McGraw-Hill Higher Education January 2008 - August 2012
Northwestern Mutual January 2007 - August 2007
Skills
Sales, Marketing, Sales Operations, Sales Presentations, Publishing, Technology Solutions, Higher Education, Academic Publishing, Account Management, B2B, Building Business..., Cold Calling, Content Development, Content Management, Custom Publishing, Customer Service, Digital Marketing, Management, Leadership, Lead Generation, Email Marketing, Marketing Communications, Marketing Management, Marketing Strategy, New Business Development, Public Speaking, Recruiting, Salesforce.com, Selling, Social Networking, Strategic Partnerships, Textbooks, Solution Selling, Trade Shows, Social Media Marketing, Social Media, Sales Management, Online Publishing, Online Marketing
Education
University of Tampa - John H. Sykes College of Business 2011 — 2014
Masters in Marketing and a MBA, Marketing and General Business
Florida State University - College of Business 2004 — 2007
B.S., Marketing with an emphasis in Sales
Gerald Brace Gerald Brace's Northwestern Mutual Experience February 2009 - July 2011
Job MD at AlphaCentric Asset Mgmt
Industry Financial Services
Experience
AlphaCentric Asset Mgmt July 2014 - Present
Multi-Funds, Inc. July 2011 - Present
Northwestern Mutual February 2009 - July 2011
Claymore Securities August 2007 - October 2008
Evergreen Investments August 2004 - July 2007
Oppenheimerfunds January 1999 - August 2002
Bankers Trust 1998 - 2000
Skills
Series 7, Series 63, Separately Managed..., Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Series 6, Closed-end Funds, Asset Managment, Investments, Series 65, Investment Strategies, Series 24, Fixed Annuities, Securities, Retirement, Uniform Combined State..., Retirement Planning, Investment Advisory, Asset Management, Hedge Funds, Financial Advisory, FINRA, Wealth Management
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
St. John Fisher College 1989 — 1992
BA, economics
St. Anthony's HS 1986 — 1989
AlphaCentric Asset Mgmt July 2014 - Present
Multi-Funds, Inc. July 2011 - Present
Northwestern Mutual February 2009 - July 2011
Claymore Securities August 2007 - October 2008
Evergreen Investments August 2004 - July 2007
Oppenheimerfunds January 1999 - August 2002
Bankers Trust 1998 - 2000
Skills
Series 7, Series 63, Separately Managed..., Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Series 6, Closed-end Funds, Asset Managment, Investments, Series 65, Investment Strategies, Series 24, Fixed Annuities, Securities, Retirement, Uniform Combined State..., Retirement Planning, Investment Advisory, Asset Management, Hedge Funds, Financial Advisory, FINRA, Wealth Management
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
St. John Fisher College 1989 — 1992
BA, economics
St. Anthony's HS 1986 — 1989
Robert Nichols's Northwestern Mutual Experience June 2011 - January 2012
Job President/CEO at Robert Nichols Insurance Group
Industry Insurance
Experience
Robert Nichols Insurance Group February 2014 - Present
Allstate April 2013 - February 2014
Kelly Hagar - State Farm Agent March 2012 - April 2013
Northwestern Mutual June 2011 - January 2012
IAIMS. Inc. August 2011 - December 2011
Banana Republic May 2009 - May 2011
Skills
Insurance, Life Insurance, Health Insurance, Fixed Annuities, Term Life Insurance, Property & Casualty..., Retirement Planning, Commercial Insurance, Long-term Care, Customer Service, Disability Insurance, Workers Compensation, Auto Insurance, Homeowners Insurance, Renters Insurance, Financial Analysis, Boat Insurance, Medicare Supplement, Hospital Income, Florida Notary, Permanent Life Insurance, Marketing, Event Planning, Homeowners, Sales, Real Estate, Finance, General Insurance, Stock Trading, Investments, Cold Calling, Liability, Retirement, Whole Life, Professional Liability, Strategic Financial..., Management, Coaching, Entrepreneurship, Day Trading, Employee Benefits, Social Networking, Casualty, Medicare, Marine Insurance, Umbrella Insurance, Universal Life, Brokers, Legal Liability, Financial Services
Education
Florida State University - College of Business 2008 — 2011
BS, Risk Management and Insurance
Robert Nichols Insurance Group February 2014 - Present
Allstate April 2013 - February 2014
Kelly Hagar - State Farm Agent March 2012 - April 2013
Northwestern Mutual June 2011 - January 2012
IAIMS. Inc. August 2011 - December 2011
Banana Republic May 2009 - May 2011
Skills
Insurance, Life Insurance, Health Insurance, Fixed Annuities, Term Life Insurance, Property & Casualty..., Retirement Planning, Commercial Insurance, Long-term Care, Customer Service, Disability Insurance, Workers Compensation, Auto Insurance, Homeowners Insurance, Renters Insurance, Financial Analysis, Boat Insurance, Medicare Supplement, Hospital Income, Florida Notary, Permanent Life Insurance, Marketing, Event Planning, Homeowners, Sales, Real Estate, Finance, General Insurance, Stock Trading, Investments, Cold Calling, Liability, Retirement, Whole Life, Professional Liability, Strategic Financial..., Management, Coaching, Entrepreneurship, Day Trading, Employee Benefits, Social Networking, Casualty, Medicare, Marine Insurance, Umbrella Insurance, Universal Life, Brokers, Legal Liability, Financial Services
Education
Florida State University - College of Business 2008 — 2011
BS, Risk Management and Insurance
Arnold Veshta Arnold Veshta's Northwestern Mutual Experience May 2011 - August 2011
Job Service Advisor at Meridian Global Services
Industry Financial Services
Experience
Meridian Global Services July 2015 - Present
World Trade Financial Group December 2011 - Present
MAGS of King Street INC September 2008 - February 2012
Northwestern Mutual May 2011 - August 2011
Skills
Equities, Investments, Financial Analysis, Economics, Microsoft Excel, Equity Research, Securities, Risk Management, Bloomberg, Hedge Funds, Series 7, Analysis, Equity Trading, Trading Strategies, Options, Bloomberg Terminal, Finance, Financial Markets, Trading
Education
Fordham University 2010 — 2013
B.A., Business/Managerial Economics
Horace Greeley High School 2004 — 2008
Meridian Global Services July 2015 - Present
World Trade Financial Group December 2011 - Present
MAGS of King Street INC September 2008 - February 2012
Northwestern Mutual May 2011 - August 2011
Skills
Equities, Investments, Financial Analysis, Economics, Microsoft Excel, Equity Research, Securities, Risk Management, Bloomberg, Hedge Funds, Series 7, Analysis, Equity Trading, Trading Strategies, Options, Bloomberg Terminal, Finance, Financial Markets, Trading
Education
Fordham University 2010 — 2013
B.A., Business/Managerial Economics
Horace Greeley High School 2004 — 2008
Stephanie Avetrani's Northwestern Mutual Experience August 2013 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2013 - Present
Oasis Alliance, Corporation 2011 - 2012
Skills
Investments, Retirement Planning, Finance, Retirement, Securities, Strategic Financial...
Education
Florida State University 2007 — 2011
Bachelor of Science (BS), Political Science and Economics
Northwestern Mutual August 2013 - Present
Oasis Alliance, Corporation 2011 - 2012
Skills
Investments, Retirement Planning, Finance, Retirement, Securities, Strategic Financial...
Education
Florida State University 2007 — 2011
Bachelor of Science (BS), Political Science and Economics
Stan Rowe's Northwestern Mutual Experience June 2012 - September 2012
Job Financial Representative Intern at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2012 - September 2012
Team One Management May 2011 - August 2011
Skills
Strategic Financial..., Investments, Financial Analysis, Finance, Insurance, Financial Modeling, Portfolio Management, Risk Management, Microsoft Excel, Banking, PowerPoint, Accounting
Education
University of Florida - Fredric G. Levin College of Law 2014 — 2017
Juris Doctor (J.D.)
Florida State University 2011 — 2014
Bachelor of Science (B.S.), Finance
Georgetown University McDonough School of Business 2010 — 2011
H.B. Plant High School 2007 — 2010
Graduate
Northwestern Mutual June 2012 - September 2012
Team One Management May 2011 - August 2011
Skills
Strategic Financial..., Investments, Financial Analysis, Finance, Insurance, Financial Modeling, Portfolio Management, Risk Management, Microsoft Excel, Banking, PowerPoint, Accounting
Education
University of Florida - Fredric G. Levin College of Law 2014 — 2017
Juris Doctor (J.D.)
Florida State University 2011 — 2014
Bachelor of Science (B.S.), Finance
Georgetown University McDonough School of Business 2010 — 2011
H.B. Plant High School 2007 — 2010
Graduate
Brett Critcher's Northwestern Mutual Experience June 2011 - August 2011
Job National Account Manager at ProWasteUSA
Industry Environmental Services
Experience
ProWasteUSA September 2011 - Present
Northwestern Mutual June 2011 - August 2011
Digitech, Incorporated January 2006 - December 2010
Skills
Product Management, Telecommunications, National Accounts, Value Selling, Strategic Sales, Sustainable Waste..., Email Marketing, Cold Calling, Management, Sales Process, Selling, Sales Presentations, Direct Sales, Sales Operations, Account Management, Customer Service, Marketing, Microsoft Excel, New Business Development, Sales, Sales Management, Strategic Planning, Public Speaking, Microsoft Office
Education
Florida State University - College of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing
ProWasteUSA September 2011 - Present
Northwestern Mutual June 2011 - August 2011
Digitech, Incorporated January 2006 - December 2010
Skills
Product Management, Telecommunications, National Accounts, Value Selling, Strategic Sales, Sustainable Waste..., Email Marketing, Cold Calling, Management, Sales Process, Selling, Sales Presentations, Direct Sales, Sales Operations, Account Management, Customer Service, Marketing, Microsoft Excel, New Business Development, Sales, Sales Management, Strategic Planning, Public Speaking, Microsoft Office
Education
Florida State University - College of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing
Alyssa Vumbaco, CISA Alyssa Vumbaco, CISA's Northwestern Mutual Experience May 2009 - July 2010
Job IT Supervisor, Internal Audit at Loews Corporation
Industry Financial Services
Experience
Loews Corporation January 2015 - Present
Loews Corporation June 2012 - Present
PricewaterhouseCoopers July 2010 - June 2012
Northwestern Mutual May 2009 - July 2010
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Services, Sarbanes-Oxley, IT Audit, Internal Audit, Risk Management, SEC filings, SAS70, Private Equity, SSAE16, AT101, US GAAP, SSAE 16, Enterprise Risk..., External Audit, Financial Analysis, SEC Filings
Education
Fordham University
Bachelors of Science, Accounting
Loews Corporation January 2015 - Present
Loews Corporation June 2012 - Present
PricewaterhouseCoopers July 2010 - June 2012
Northwestern Mutual May 2009 - July 2010
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Services, Sarbanes-Oxley, IT Audit, Internal Audit, Risk Management, SEC filings, SAS70, Private Equity, SSAE16, AT101, US GAAP, SSAE 16, Enterprise Risk..., External Audit, Financial Analysis, SEC Filings
Education
Fordham University
Bachelors of Science, Accounting
Sebastian Martell Sebastian Martell's Northwestern Mutual Experience August 2010 - December 2012
Job Financial Analyst at Stryker
Industry Medical Devices
Experience
Stryker June 2013 - Present
BNY Mellon January 2013 - June 2013
Northwestern Mutual August 2010 - December 2012
Skills
Series 63, Investments, Mutual Funds, Equities, Securities, Bloomberg Terminal, Wealth Management, Bloomberg, Fixed Income, Financial Analysis, Strategic Financial..., Asset Management, Alternative Investments, Options, Capital Markets, Valuation, Finance, Financial Modeling, Portfolio Management, Financial Services, Hedge Funds, Corporate Finance, Financial Markets, Derivatives, Bonds, Trading, Risk Management, Economics
Education
Fordham Prep 2000 — 2004
Fordham University
BS, Finance, Economics
Stryker June 2013 - Present
BNY Mellon January 2013 - June 2013
Northwestern Mutual August 2010 - December 2012
Skills
Series 63, Investments, Mutual Funds, Equities, Securities, Bloomberg Terminal, Wealth Management, Bloomberg, Fixed Income, Financial Analysis, Strategic Financial..., Asset Management, Alternative Investments, Options, Capital Markets, Valuation, Finance, Financial Modeling, Portfolio Management, Financial Services, Hedge Funds, Corporate Finance, Financial Markets, Derivatives, Bonds, Trading, Risk Management, Economics
Education
Fordham Prep 2000 — 2004
Fordham University
BS, Finance, Economics
Patrick Horan Patrick Horan's Northwestern Mutual Experience January 2014 - April 2014
Job U.S. Credit Review Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2015 - Present
Assured Guaranty June 2014 - August 2014
Northwestern Mutual January 2014 - April 2014
Splashdown Beach May 2013 - August 2013
Madden Science and Exploration Camps July 2012 - August 2012
Skills
Leadership, Insurance, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Social Networking, Telephone Skills, Customer Service, Facebook, Access, Networking, Outlook
Education
Fordham University 2012 — 2016
Finance, Alternative Investments concentration
Arlington High School 2008 — 2012
Honors Diploma
RBC Capital Markets June 2015 - Present
Assured Guaranty June 2014 - August 2014
Northwestern Mutual January 2014 - April 2014
Splashdown Beach May 2013 - August 2013
Madden Science and Exploration Camps July 2012 - August 2012
Skills
Leadership, Insurance, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Social Networking, Telephone Skills, Customer Service, Facebook, Access, Networking, Outlook
Education
Fordham University 2012 — 2016
Finance, Alternative Investments concentration
Arlington High School 2008 — 2012
Honors Diploma
William Peters AU, AINS's Northwestern Mutual Experience January 2011 - February 2011
Job Commercial Lines Underwriter at ASI™
Industry Insurance
Experience
ASI™ December 2014 - Present
ASI - American Strategic Insurance June 2014 - December 2014
Safe Harbour Underwriters May 2013 - June 2014
Zenith Insurance Company (United States) July 2012 - February 2013
Northwestern Mutual January 2011 - February 2011
Skills
Insurance, Commercial Insurance, Property & Casualty..., Risk Management
Education
Florida State University 2007 — 2011
Bachelor of Science, Risk Management/Insurance and Real Estate
ASI™ December 2014 - Present
ASI - American Strategic Insurance June 2014 - December 2014
Safe Harbour Underwriters May 2013 - June 2014
Zenith Insurance Company (United States) July 2012 - February 2013
Northwestern Mutual January 2011 - February 2011
Skills
Insurance, Commercial Insurance, Property & Casualty..., Risk Management
Education
Florida State University 2007 — 2011
Bachelor of Science, Risk Management/Insurance and Real Estate
Scott Rutland, CFP®'s Northwestern Mutual Experience November 1984 - Present
Job Financial Advisor with 30+ Years Experience
Industry Financial Services
Experience
Northwestern Mutual November 1984 - Present
Skills
Insurance, Financial Advisory, Financial Services, Securities, Business Planning, Retirement Planning, Personal Financial...
Education
Florida State University - College of Business 1977 — 1981
Bachelor of Science (B.S.), Finance
Northwestern Mutual November 1984 - Present
Skills
Insurance, Financial Advisory, Financial Services, Securities, Business Planning, Retirement Planning, Personal Financial...
Education
Florida State University - College of Business 1977 — 1981
Bachelor of Science (B.S.), Finance
Leah Langley's Northwestern Mutual Experience August 2003 - May 2007
Job Owner at Leah Langley Photography, LLC
Industry Photography
Experience
Self-employed March 2011 - Present
Vici Marketing, LLC December 2008 - March 2011
Northwestern Mutual August 2003 - May 2007
Skills
Photography, Advertising, Microsoft Word, Microsoft Excel, Customer Service, Social Media Marketing, Marketing, Research, Microsoft Office, Art, Social Networking, Windows, Blogging, Account Management, Facebook, Sales, Public Speaking, QuickBooks, Event Planning, Financial Accounting, Editing, Accounting, Management
Education
Florida State University - College of Business 2000 — 2003
Bachelor of Science (BS), Accounting and Finance
Gulf Coast Community College 1999 — 2000
Associate of Arts (AA), Accounting and Business/Management
Self-employed March 2011 - Present
Vici Marketing, LLC December 2008 - March 2011
Northwestern Mutual August 2003 - May 2007
Skills
Photography, Advertising, Microsoft Word, Microsoft Excel, Customer Service, Social Media Marketing, Marketing, Research, Microsoft Office, Art, Social Networking, Windows, Blogging, Account Management, Facebook, Sales, Public Speaking, QuickBooks, Event Planning, Financial Accounting, Editing, Accounting, Management
Education
Florida State University - College of Business 2000 — 2003
Bachelor of Science (BS), Accounting and Finance
Gulf Coast Community College 1999 — 2000
Associate of Arts (AA), Accounting and Business/Management
Tony Munyoro's Northwestern Mutual Experience January 2014 - March 2014
Job Finance
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Transcapital International Partners May 2014 - March 2015
Northwestern Mutual January 2014 - March 2014
Ommi & Associates August 2013 - November 2013
UN Women September 2012 - May 2013
Forex Signs Inc. April 2012 - September 2012
Systel Business Equipment November 2007 - December 2010
Skills
Management, Accounting, Project Management, Strategic Financial..., Financial Analysis, Financial Reporting, Fundraising, Mutual Funds, Analysis, Finance, Investments, Financial Services, Risk Management, Needs Analysis, Retirement Planning, Estate Planning, Consultative Approach, Sales, Cross-cultural..., Debt Management, Analytics, Negotiation, Investment Banking, Brokerage, Deal Sourcing, Securities Offerings, Regulatory Requirements, Compliance, Corporate Finance, Microsoft Excel
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Finance
Morgan Stanley July 2015 - Present
Transcapital International Partners May 2014 - March 2015
Northwestern Mutual January 2014 - March 2014
Ommi & Associates August 2013 - November 2013
UN Women September 2012 - May 2013
Forex Signs Inc. April 2012 - September 2012
Systel Business Equipment November 2007 - December 2010
Skills
Management, Accounting, Project Management, Strategic Financial..., Financial Analysis, Financial Reporting, Fundraising, Mutual Funds, Analysis, Finance, Investments, Financial Services, Risk Management, Needs Analysis, Retirement Planning, Estate Planning, Consultative Approach, Sales, Cross-cultural..., Debt Management, Analytics, Negotiation, Investment Banking, Brokerage, Deal Sourcing, Securities Offerings, Regulatory Requirements, Compliance, Corporate Finance, Microsoft Excel
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Finance
Michael Wojenski Michael Wojenski's Northwestern Mutual Experience November 2009 - September 2012
Job Manager
Industry Food & Beverages
Experience
Steve's Restaurant January 2000 - Present
Northwestern Mutual November 2009 - September 2012
Skills
Series 6, Series 63
Education
Florida State University
Syracuse University
Computer Graphics
Steve's Restaurant January 2000 - Present
Northwestern Mutual November 2009 - September 2012
Skills
Series 6, Series 63
Education
Florida State University
Syracuse University
Computer Graphics
Joshua P. Carter's Northwestern Mutual Experience January 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2014 - Present
Skills
Customer Service, Social Media, Teamwork, Administration, Financial Analysis, Microsoft Office, Finance, PowerPoint, Public Speaking, Fundraising, Phone Etiquette
Education
Florida State University - College of Business
Bachelor of Science (B.S.), Finance and Management
Northwestern Mutual January 2014 - Present
Skills
Customer Service, Social Media, Teamwork, Administration, Financial Analysis, Microsoft Office, Finance, PowerPoint, Public Speaking, Fundraising, Phone Etiquette
Education
Florida State University - College of Business
Bachelor of Science (B.S.), Finance and Management
Christopher Tozer Christopher Tozer's Northwestern Mutual Experience May 2013 - December 2013
Job Instaclustr
Industry Computer Software
Experience
Instaclustr June 2015 - Present
DataStax May 2014 - June 2015
Northwestern Mutual May 2013 - December 2013
Skills
Databases, Big Data, Leadership, Team Leadership, NoSQL, Python, Sales, Cassandra, Agile Methodologies, Java, Problem Solving, Interpersonal..., Adaptability, Emotional Intelligence, Conflict Management, Communication Skills, Writing, MySQL, Motivation, Data Entry, PowerPoint, Marketing, Teamwork, Data Analysis, Time Management, Interpersonal..., Cold Calling, Salesforce.com, Communication, Analytics, Enterprise Software, Management
Education
Boise State University 2011 — 2013
Bachelor of Arts (B.A.), Communication
Foothill College 2009 — 2010
Valley Christian High School 2005 — 2009
Instaclustr June 2015 - Present
DataStax May 2014 - June 2015
Northwestern Mutual May 2013 - December 2013
Skills
Databases, Big Data, Leadership, Team Leadership, NoSQL, Python, Sales, Cassandra, Agile Methodologies, Java, Problem Solving, Interpersonal..., Adaptability, Emotional Intelligence, Conflict Management, Communication Skills, Writing, MySQL, Motivation, Data Entry, PowerPoint, Marketing, Teamwork, Data Analysis, Time Management, Interpersonal..., Cold Calling, Salesforce.com, Communication, Analytics, Enterprise Software, Management
Education
Boise State University 2011 — 2013
Bachelor of Arts (B.A.), Communication
Foothill College 2009 — 2010
Valley Christian High School 2005 — 2009
Antonia Zavala's Northwestern Mutual Experience August 2014 - September 2014
Job Student at University of California, Riverside
Industry International Affairs
Experience
Northwestern Mutual August 2014 - September 2014
Nordstrom April 2013 - September 2014
Foothill-De Anza Community College District May 2012 - May 2013
City Council Campaign for Liz Kniss April 2012 - December 2012
Skills
Critical Thinking, Research, Event Planning, PowerPoint, Intercultural..., Microsoft Office, Customer Service, Microsoft Excel, Mathematica, Microsoft Word, OS X, PCR, Community Outreach, Public Speaking, Social Media Marketing, Public Policy, Social Media, Social Networking, Marketing, Public Relations
Education
University of California, Riverside 2014 — 2016
Global Studies
Foothill College 2010 — 2013
Associate of Arts (AA), General Studies: Social Science
Northwestern Mutual August 2014 - September 2014
Nordstrom April 2013 - September 2014
Foothill-De Anza Community College District May 2012 - May 2013
City Council Campaign for Liz Kniss April 2012 - December 2012
Skills
Critical Thinking, Research, Event Planning, PowerPoint, Intercultural..., Microsoft Office, Customer Service, Microsoft Excel, Mathematica, Microsoft Word, OS X, PCR, Community Outreach, Public Speaking, Social Media Marketing, Public Policy, Social Media, Social Networking, Marketing, Public Relations
Education
University of California, Riverside 2014 — 2016
Global Studies
Foothill College 2010 — 2013
Associate of Arts (AA), General Studies: Social Science
Christopher Bianchi Christopher Bianchi's Northwestern Mutual Experience May 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Self Employed Private Tutoring June 2011 - Present
Northern California-Sacramento Regional Center for International Trade Development June 2014 - August 2014
Skills
Public Speaking, Leadership, Research, Economics, Microsoft Office, Entrepreneurship, Marketing, Team Leadership, Customer Service, Microsoft Word, Project Management, Accounting, Microsoft Excel, PowerPoint, Event Planning, Social Media, Statistics, C++
Education
University of Southern California - Marshall School of Business 2014 — 2016
Bachelor of Science (B.S.), Business Administration, Finance focus, 2nd Semester Junior
Folsom Lake College 2012 — 2014
Business Administration, Management and Operations
Northwestern Mutual May 2015 - Present
Self Employed Private Tutoring June 2011 - Present
Northern California-Sacramento Regional Center for International Trade Development June 2014 - August 2014
Skills
Public Speaking, Leadership, Research, Economics, Microsoft Office, Entrepreneurship, Marketing, Team Leadership, Customer Service, Microsoft Word, Project Management, Accounting, Microsoft Excel, PowerPoint, Event Planning, Social Media, Statistics, C++
Education
University of Southern California - Marshall School of Business 2014 — 2016
Bachelor of Science (B.S.), Business Administration, Finance focus, 2nd Semester Junior
Folsom Lake College 2012 — 2014
Business Administration, Management and Operations
Andrew DiSarno, CPIM's Northwestern Mutual Experience May 2009 - March 2010
Job Manager Inventory Planning & Replenishment at The Home Depot
Industry Retail
Experience
The Home Depot November 2014 - Present
The Home Depot June 2013 - November 2014
The Home Depot November 2011 - June 2013
The Home Depot June 2010 - November 2011
Northwestern Mutual May 2009 - March 2010
Abercrombie & Fitch May 2006 - July 2008
Education
Florida State University - College of Business 2006 — 2010
B.S., Finance
The Home Depot November 2014 - Present
The Home Depot June 2013 - November 2014
The Home Depot November 2011 - June 2013
The Home Depot June 2010 - November 2011
Northwestern Mutual May 2009 - March 2010
Abercrombie & Fitch May 2006 - July 2008
Education
Florida State University - College of Business 2006 — 2010
B.S., Finance
Arianna Zhai's Northwestern Mutual Experience January 2014 - May 2014
Job Financial Analyst ♦Simon Business School♦ Investment Banking ♦ Busniess Development ♦ Asset Management♦ Risk Management
Industry Investment Management
Experience
Dasym May 2015 - June 2015
Nymex Capital, LLC September 2014 - January 2015
Northwestern Mutual January 2014 - May 2014
Fordham Student Managed Fund August 2013 - May 2014
Industrial and Commercial Bank of China December 2011 - January 2012
Liaoning University Student's Government September 2009 - July 2011
Skills
Accounting, Financial Accounting, Strategic Financial..., Financial Reporting, Microsoft Excel, Mandarin, Competitive Analysis, Financial Analysis, SPSS, Bloomberg Terminal, Financial Modeling, PowerPoint, Valuation, Investments, Portfolio Management, Research, Analysis, Economics, Leadership, Microsoft Office, Corporate Finance
Education
University of Rochester - Simon Business School 2015 — 2016
Master’s Degree, Finance, General
Fordham University 2011 — 2014
Bachelor of Science in Finance, Minor in Economics, 3.8/4.0
London Summer Exchange Program 2012 — 2012
Dasym May 2015 - June 2015
Nymex Capital, LLC September 2014 - January 2015
Northwestern Mutual January 2014 - May 2014
Fordham Student Managed Fund August 2013 - May 2014
Industrial and Commercial Bank of China December 2011 - January 2012
Liaoning University Student's Government September 2009 - July 2011
Skills
Accounting, Financial Accounting, Strategic Financial..., Financial Reporting, Microsoft Excel, Mandarin, Competitive Analysis, Financial Analysis, SPSS, Bloomberg Terminal, Financial Modeling, PowerPoint, Valuation, Investments, Portfolio Management, Research, Analysis, Economics, Leadership, Microsoft Office, Corporate Finance
Education
University of Rochester - Simon Business School 2015 — 2016
Master’s Degree, Finance, General
Fordham University 2011 — 2014
Bachelor of Science in Finance, Minor in Economics, 3.8/4.0
London Summer Exchange Program 2012 — 2012
Preston Finch'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 January 2015 - May 2015
Sigma Phi Epsilon 2013 - 2015
SeaWorld Parks & Entertainment June 2014 - August 2014
SeaWorld Parks & Entertainment June 2013 - August 2013
Skills
Creative Writing, Warm Calling, Life Insurance, Punctuation, Social Skills, Mathematics, Sales, Microsoft Office, Retail Sales, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Leadership, Social Networking
Education
Florida State University 2012 — 2016
Marketing and Creative Writing
Northwestern Mutual May 2015 - Present
Vector Marketing January 2015 - May 2015
Sigma Phi Epsilon 2013 - 2015
SeaWorld Parks & Entertainment June 2014 - August 2014
SeaWorld Parks & Entertainment June 2013 - August 2013
Skills
Creative Writing, Warm Calling, Life Insurance, Punctuation, Social Skills, Mathematics, Sales, Microsoft Office, Retail Sales, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Leadership, Social Networking
Education
Florida State University 2012 — 2016
Marketing and Creative Writing
Sean Patrick Mercilliott's Northwestern Mutual Experience September 2014 - May 2015
Job Financial Specialist at Longwood Financial Services
Industry Financial Services
Experience
Longwood Financial Services June 2015 - Present
Northwestern Mutual September 2014 - May 2015
Consumer Connections December 2010 - June 2014
Skills
Teamwork, Management, Microsoft Office, Customer Service, Recruiting, Leadership, Financial Services, Life Insurance, Disability Insurance, Fixed Annuities, Fixed Income Portfolio..., Investment Strategies, Financial Planning, Futures Thinking, Entrepreneurship, Employee Relations, Microsoft Word, Social Networking
Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Social Sciences
Lake Mary High School 2005 — 2009
Longwood Financial Services June 2015 - Present
Northwestern Mutual September 2014 - May 2015
Consumer Connections December 2010 - June 2014
Skills
Teamwork, Management, Microsoft Office, Customer Service, Recruiting, Leadership, Financial Services, Life Insurance, Disability Insurance, Fixed Annuities, Fixed Income Portfolio..., Investment Strategies, Financial Planning, Futures Thinking, Entrepreneurship, Employee Relations, Microsoft Word, Social Networking
Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Social Sciences
Lake Mary High School 2005 — 2009
David M. Wright David M. Wright's Northwestern Mutual Experience September 2008 - August 2012
Job Senior Account Leader with Resourcive
Industry Information Technology and Services
Experience
Resourcive August 2012 - Present
Northwestern Mutual September 2008 - August 2012
Skills
Direct Sales, Sales, Account Management, Customer Service, Sales Management, New Business Development, Marketing, Strategic Planning, Leadership, Contract Negotiation, Business Development, Social Media, Negotiation, Investments, Event Planning, Solution Selling, Training, Team Leadership, Entrepreneurship, Team Building, Strategic Partnerships, CRM, Start-ups, Marketing Strategy, Salesforce.com, Finance, Sales Process, SaaS, Management, Strategy, Lead Generation, Vendor Management, Cloud Computing, Cold Calling
Education
Fordham University
Resourcive August 2012 - Present
Northwestern Mutual September 2008 - August 2012
Skills
Direct Sales, Sales, Account Management, Customer Service, Sales Management, New Business Development, Marketing, Strategic Planning, Leadership, Contract Negotiation, Business Development, Social Media, Negotiation, Investments, Event Planning, Solution Selling, Training, Team Leadership, Entrepreneurship, Team Building, Strategic Partnerships, CRM, Start-ups, Marketing Strategy, Salesforce.com, Finance, Sales Process, SaaS, Management, Strategy, Lead Generation, Vendor Management, Cloud Computing, Cold Calling
Education
Fordham University
Patrick Barton's Northwestern Mutual Experience March 2012 - September 2013
Job Business Process Analyst at Infinity Software Development
Industry Information Technology and Services
Experience
Infinity Software Development June 2014 - Present
The Gantt Financial Group October 2013 - May 2014
Northwestern Mutual March 2012 - September 2013
Precision Motorsports August 2006 - February 2012
Skills
Retirement Planning, Insurance, Financial Planning, Financial Analysis, Strategic Financial..., Retirement, Investments, Finance, Management, Customer Service, Estate Planning, Social Networking, Microsoft Excel, Analysis, Small Business, Microsoft Word, Business Process..., Business Meetings, Requirements Analysis, Marketing Strategy, Social Media Marketing, Data Analysis, PowerPoint
Education
Florida State University - College of Business 2004 — 2008
B.S., Marketing
Infinity Software Development June 2014 - Present
The Gantt Financial Group October 2013 - May 2014
Northwestern Mutual March 2012 - September 2013
Precision Motorsports August 2006 - February 2012
Skills
Retirement Planning, Insurance, Financial Planning, Financial Analysis, Strategic Financial..., Retirement, Investments, Finance, Management, Customer Service, Estate Planning, Social Networking, Microsoft Excel, Analysis, Small Business, Microsoft Word, Business Process..., Business Meetings, Requirements Analysis, Marketing Strategy, Social Media Marketing, Data Analysis, PowerPoint
Education
Florida State University - College of Business 2004 — 2008
B.S., Marketing
Samantha Carow's Northwestern Mutual Experience May 2011 - May 2012
Job Software Engineer
Industry Information Technology and Services
Experience
Preact November 2013 - Present
Le Pain Quotidien October 2012 - August 2013
Northwestern Mutual May 2011 - May 2012
Conversation December 2009 - December 2010
Skills
HTML, Ruby on Rails, CSS, JavaScript, ActiveRecord, AJAX, jQuery, Sinatra, APIs
Education
Fordham University 2007 — 2011
Bachelor of Science (B.S.), Marketing, 3.7
Santa Monica College
Computer Science
Preact November 2013 - Present
Le Pain Quotidien October 2012 - August 2013
Northwestern Mutual May 2011 - May 2012
Conversation December 2009 - December 2010
Skills
HTML, Ruby on Rails, CSS, JavaScript, ActiveRecord, AJAX, jQuery, Sinatra, APIs
Education
Fordham University 2007 — 2011
Bachelor of Science (B.S.), Marketing, 3.7
Santa Monica College
Computer Science
Kathryn Buranda's Northwestern Mutual Experience May 2012 - December 2012
Job HR Coordinator at Enterprise Holdings
Industry Automotive
Experience
Enterprise Holdings October 2014 - Present
Enterprise Fleet Management May 2012 - October 2014
ANN INC. June 2010 - October 2013
Northwestern Mutual May 2012 - December 2012
Skills
Missouri Life and..., Accounts Payable, Clerical Skills, Customer Service, Retail Sales, Computer Proficiency, Financial Analysis, Business Management, Social Media, Time Management, Management, Invoicing, Analysis, Human Resources, Finance, Telephone Skills, Customer Satisfaction, Retail
Education
Webster University 2013 — 2014
Master of Arts (MA), Human Resource Management
Fontbonne University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Evanston Township High School
Evanston Township High School
Enterprise Holdings October 2014 - Present
Enterprise Fleet Management May 2012 - October 2014
ANN INC. June 2010 - October 2013
Northwestern Mutual May 2012 - December 2012
Skills
Missouri Life and..., Accounts Payable, Clerical Skills, Customer Service, Retail Sales, Computer Proficiency, Financial Analysis, Business Management, Social Media, Time Management, Management, Invoicing, Analysis, Human Resources, Finance, Telephone Skills, Customer Satisfaction, Retail
Education
Webster University 2013 — 2014
Master of Arts (MA), Human Resource Management
Fontbonne University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Evanston Township High School
Evanston Township High School
Eduardo F. Cosio's Northwestern Mutual Experience May 2013 - June 2014
Job Incoming Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Bank of America Merrill Lynch June 2014 - August 2014
Northwestern Mutual May 2013 - June 2014
Skills
Finance, Insurance, Retirement Planning, Investments, Strategic Financial..., Fixed Annuities, Disability Insurance, Life Insurance, Wealth Management, Financial Analysis, 401k, Valuation, Financial Planning, Microsoft Excel, PowerPoint, Public Speaking, Retirement, Microsoft Office
Education
Florida State University - College of Business 2012 — 2016
Accounting and Finance
Belen Jesuit Preparatory School 2008 — 2012
High School, Cum Laude
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Bank of America Merrill Lynch June 2014 - August 2014
Northwestern Mutual May 2013 - June 2014
Skills
Finance, Insurance, Retirement Planning, Investments, Strategic Financial..., Fixed Annuities, Disability Insurance, Life Insurance, Wealth Management, Financial Analysis, 401k, Valuation, Financial Planning, Microsoft Excel, PowerPoint, Public Speaking, Retirement, Microsoft Office
Education
Florida State University - College of Business 2012 — 2016
Accounting and Finance
Belen Jesuit Preparatory School 2008 — 2012
High School, Cum Laude
Stefano Canale's Northwestern Mutual Experience May 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Muscle Maker Grill August 2014 - February 2015
Law Offices of Friedman, Frank, & Abrahamsen May 2014 - July 2014
Skills
Bilingual Communications, Finance, Economics, Public Speaking, Social Media Marketing, Microsoft Office, Leadership, Time Management, Social Networking, Customer Service, Social Media, Microsoft Word, PowerPoint, Teamwork, Microsoft Excel, Sales
Education
Florida State University 2012 — 2016
Bachelor’s Degree, Finance and Economics
Cypress Bay High School 2008 — 2012
High School
Northwestern Mutual May 2015 - Present
Muscle Maker Grill August 2014 - February 2015
Law Offices of Friedman, Frank, & Abrahamsen May 2014 - July 2014
Skills
Bilingual Communications, Finance, Economics, Public Speaking, Social Media Marketing, Microsoft Office, Leadership, Time Management, Social Networking, Customer Service, Social Media, Microsoft Word, PowerPoint, Teamwork, Microsoft Excel, Sales
Education
Florida State University 2012 — 2016
Bachelor’s Degree, Finance and Economics
Cypress Bay High School 2008 — 2012
High School
Nicholas Thorn's Northwestern Mutual Experience May 2015 - Present
Job Financial Representative Intern at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Skills
Social Media, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Photoshop, Social Media Marketing, Time Management, Event Planning, Social Networking, Finance, Public Speaking, Customer Service, Leadership, Teamwork
Education
Florida State University 2013 — 2017
Bachelor’s Degree, Accounting and Finance, Junior
Northwestern Mutual May 2015 - Present
Skills
Social Media, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Photoshop, Social Media Marketing, Time Management, Event Planning, Social Networking, Finance, Public Speaking, Customer Service, Leadership, Teamwork
Education
Florida State University 2013 — 2017
Bachelor’s Degree, Accounting and Finance, Junior
Robert J. Poleo's Northwestern Mutual Experience August 2015 - Present
Job Managing Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2015 - Present
Northwestern Mutual January 2011 - Present
Northwestern Mutual January 2008 - January 2011
Northwestern Mutual January 2003 - January 2008
Northwestern Mutual September 2000 - January 2003
Northwestern Mutual May 2000 - September 2000
Skills
Customer Service, Finance, Retirement Planning, Leadership, Marketing, Securities, Investments, Life Insurance, Strategic Financial..., Fixed Annuities, Disability Insurance, Strategic Planning, Long-term Care, Financial Analysis, Insurance
Education
Florida State University - College of Business 1996 — 2000
Bachelor of Science, Finance
Northwestern Mutual August 2015 - Present
Northwestern Mutual January 2011 - Present
Northwestern Mutual January 2008 - January 2011
Northwestern Mutual January 2003 - January 2008
Northwestern Mutual September 2000 - January 2003
Northwestern Mutual May 2000 - September 2000
Skills
Customer Service, Finance, Retirement Planning, Leadership, Marketing, Securities, Investments, Life Insurance, Strategic Financial..., Fixed Annuities, Disability Insurance, Strategic Planning, Long-term Care, Financial Analysis, Insurance
Education
Florida State University - College of Business 1996 — 2000
Bachelor of Science, Finance
Tom Harrison, CPA CFP's Northwestern Mutual Experience January 1996 - October 1997
Job Certified Public Accountant
Industry Accounting
Experience
The Georgia Society of CPAs July 2015 - Present
Lanigan & Associates PC November 1997 - Present
Thomasville Landmarks, Inc. January 2012 - June 2014
Northwestern Mutual January 1996 - October 1997
Leon County Clerk of Courts January 1994 - December 1996
Skills
Accounting, Tax, Financial Reporting, Financial Analysis, CPA, Finance, Real Estate, Budgets, Estate Planning, Management Consulting, Nonprofits, Mergers & Acquisitions, Tax Preparation, Certified Financial..., Bookkeeping, Strategic Financial..., Tax Return Preparation, Budgeting, QuickBooks, Corporate Tax, GAAP, Financial Accounting, Financial Planning
Education
Florida State University 1991 — 1996
Accounting + Finance, Accounting and Finance
The Georgia Society of CPAs July 2015 - Present
Lanigan & Associates PC November 1997 - Present
Thomasville Landmarks, Inc. January 2012 - June 2014
Northwestern Mutual January 1996 - October 1997
Leon County Clerk of Courts January 1994 - December 1996
Skills
Accounting, Tax, Financial Reporting, Financial Analysis, CPA, Finance, Real Estate, Budgets, Estate Planning, Management Consulting, Nonprofits, Mergers & Acquisitions, Tax Preparation, Certified Financial..., Bookkeeping, Strategic Financial..., Tax Return Preparation, Budgeting, QuickBooks, Corporate Tax, GAAP, Financial Accounting, Financial Planning
Education
Florida State University 1991 — 1996
Accounting + Finance, Accounting and Finance
Dylan Burns's Northwestern Mutual Experience May 2008 - June 2011
Job Property & Casualty Risk Consultant at Brown & Brown Insurance
Industry Insurance
Experience
Brown & Brown Insurance September 2013 - Present
Johnson Brothers Liquor Co. March 2012 - August 2013
Leasing Services of America July 2011 - January 2012
Northwestern Mutual May 2008 - June 2011
Miguel Torres S.A. May 2009 - June 2009
Skills
Sales, Property & Casualty..., Commercial Insurance, Cold Calling, Workers Compensation, Insurance, Account Management, Marketing, New Business Development, Sales Operations, Direct Sales, Customer Service, Sales Management, Insurance Consulting, Management
Education
Florida State University - College of Business 2007 — 2010
Finance, Finance, General
West Virginia University 2006 — 2007
Brown & Brown Insurance September 2013 - Present
Johnson Brothers Liquor Co. March 2012 - August 2013
Leasing Services of America July 2011 - January 2012
Northwestern Mutual May 2008 - June 2011
Miguel Torres S.A. May 2009 - June 2009
Skills
Sales, Property & Casualty..., Commercial Insurance, Cold Calling, Workers Compensation, Insurance, Account Management, Marketing, New Business Development, Sales Operations, Direct Sales, Customer Service, Sales Management, Insurance Consulting, Management
Education
Florida State University - College of Business 2007 — 2010
Finance, Finance, General
West Virginia University 2006 — 2007
Tiffani Ott Tiffani Ott's Northwestern Mutual Experience February 2008 - February 2010
Job Account Coordinator at Arrowhead Promotion & Fulfillment
Industry Consumer Services
Experience
Arrowhead Promotion & Fulfillment July 2014 - Present
Blandin Foundation November 2012 - June 2014
Mash-ka-wisen Treatment Center August 2011 - September 2012
Cloquet Senior High Athletic Department March 2010 - June 2012
Northeastern Saloon December 2007 - March 2011
Northwestern Mutual February 2008 - February 2010
Barkers Island Inn June 2004 - March 2008
Skills
Administrative Work, Customer Experience, Volunteer Management, Community Outreach, Public Speaking, Volunteer Recruiting, Social Networking, Customer Service, Phone Etiquette, Microsoft Word, Microsoft Excel, Coaching, Administrative...
Education
Fond du Lac Tribal and Community College 2010 — 2011
Certificate for Licensure, Chemical Dependency and Human Services
University of Wisconsin-Superior 2002 — 2008
Bachelor of Science (BS), Major: Political Science Minor: Legal Studies
Arrowhead Promotion & Fulfillment July 2014 - Present
Blandin Foundation November 2012 - June 2014
Mash-ka-wisen Treatment Center August 2011 - September 2012
Cloquet Senior High Athletic Department March 2010 - June 2012
Northeastern Saloon December 2007 - March 2011
Northwestern Mutual February 2008 - February 2010
Barkers Island Inn June 2004 - March 2008
Skills
Administrative Work, Customer Experience, Volunteer Management, Community Outreach, Public Speaking, Volunteer Recruiting, Social Networking, Customer Service, Phone Etiquette, Microsoft Word, Microsoft Excel, Coaching, Administrative...
Education
Fond du Lac Tribal and Community College 2010 — 2011
Certificate for Licensure, Chemical Dependency and Human Services
University of Wisconsin-Superior 2002 — 2008
Bachelor of Science (BS), Major: Political Science Minor: Legal Studies
Tracy Goff's Northwestern Mutual Experience May 2001 - September 2012
Job Executive Coordinator at Dignity Health Corporate Offices / Robert Half International
Industry Leisure, Travel & Tourism
Experience
Robert Half International, San Francisco / Dignity Health Corporate May 2015 - Present
Worldstrides International Discovery September 2012 - September 2014
Northwestern Mutual May 2001 - September 2012
Skills
Management, Training, Recruiting, Finance, Customer Service, Leadership, Investments, Team Building, Sales, Marketing, Retirement Planning, Strategic Planning, Disability Insurance
Education
Florida State University 1990 — 1993
Bachelor of Arts (B.A.), Art History & International Affairs
Godby High 1984 — 1988
Robert Half International, San Francisco / Dignity Health Corporate May 2015 - Present
Worldstrides International Discovery September 2012 - September 2014
Northwestern Mutual May 2001 - September 2012
Skills
Management, Training, Recruiting, Finance, Customer Service, Leadership, Investments, Team Building, Sales, Marketing, Retirement Planning, Strategic Planning, Disability Insurance
Education
Florida State University 1990 — 1993
Bachelor of Arts (B.A.), Art History & International Affairs
Godby High 1984 — 1988
Luis Ciriaco, CLTC Luis Ciriaco, CLTC's Northwestern Mutual Experience March 2008 - October 2014
Job Experienced Financial Services professional seeking employment
Industry Financial Services
Experience
Northwestern Mutual March 2008 - October 2014
Education
Fordham University 2005 — 2009
Bachelor of Science in Business Administration, Concentration on Finance, Minor on Economics
Northwestern Mutual March 2008 - October 2014
Education
Fordham University 2005 — 2009
Bachelor of Science in Business Administration, Concentration on Finance, Minor on Economics
Andrew Pierson's Northwestern Mutual Experience September 2013 - December 2013
Job Finance Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Global Alliance for Clean Cookstoves October 2014 - May 2015
The Compass Fellowship May 2014 - May 2015
J.P. Morgan June 2014 - August 2014
Northwestern Mutual September 2013 - December 2013
Brooklyn Boulders LLC April 2012 - August 2013
Counterpointe Capital Management May 2013 - May 2013
Skills
Social Entrepreneurship, Microsoft Excel, Social Media, Entrepreneurship, Economics, Spanish, Microsoft Office, Nonprofits, Public Speaking, Management, Marketing, Finance, Fundraising, Financial Analysis
Education
Fordham University 2011 — 2015
Bachelor's degree, Finance
J.P. Morgan July 2015 - Present
Global Alliance for Clean Cookstoves October 2014 - May 2015
The Compass Fellowship May 2014 - May 2015
J.P. Morgan June 2014 - August 2014
Northwestern Mutual September 2013 - December 2013
Brooklyn Boulders LLC April 2012 - August 2013
Counterpointe Capital Management May 2013 - May 2013
Skills
Social Entrepreneurship, Microsoft Excel, Social Media, Entrepreneurship, Economics, Spanish, Microsoft Office, Nonprofits, Public Speaking, Management, Marketing, Finance, Fundraising, Financial Analysis
Education
Fordham University 2011 — 2015
Bachelor's degree, Finance
Rafael Anare's Northwestern Mutual Experience December 2012 - March 2013
Job Institutional Business Analyst at Interline Brands
Industry Financial Services
Experience
Interline Brands January 2015 - Present
Florida State University September 2012 - December 2014
McKibbon Hotel Management May 2014 - November 2014
Northwestern Mutual December 2012 - March 2013
SpendforED May 2009 - August 2009
John Hancock Financial Services May 2009 - August 2009
Skills
Microsoft Office, Financial Analysis, Managerial Finance, Financial Reporting, Finance, Sales, Logo Design, Licensed Life Insurance..., Annuity Sales, Microsoft Excel, Marketing, Event Planning, Committed to..., Management, Accounting, Microsoft Word, Investments, Leadership, PowerPoint, Time Management, Customer Service
Education
Florida State University 2010 — 2014
Bachelor of Science (BS), Finance, General
Coral Reef Senior High
Coral Reef Senior High
Interline Brands January 2015 - Present
Florida State University September 2012 - December 2014
McKibbon Hotel Management May 2014 - November 2014
Northwestern Mutual December 2012 - March 2013
SpendforED May 2009 - August 2009
John Hancock Financial Services May 2009 - August 2009
Skills
Microsoft Office, Financial Analysis, Managerial Finance, Financial Reporting, Finance, Sales, Logo Design, Licensed Life Insurance..., Annuity Sales, Microsoft Excel, Marketing, Event Planning, Committed to..., Management, Accounting, Microsoft Word, Investments, Leadership, PowerPoint, Time Management, Customer Service
Education
Florida State University 2010 — 2014
Bachelor of Science (BS), Finance, General
Coral Reef Senior High
Coral Reef Senior High
Brandi Kebalka Brandi Kebalka's Northwestern Mutual Experience September 2008 - March 2010
Job Benefits Administrator at Staples
Industry Human Resources
Experience
Staples October 2014 - Present
Aflac August 2010 - June 2014
Northwestern Mutual September 2008 - March 2010
Skills
Public Speaking, Customer Service, Employee Benefits, Insurance, Strategic Planning, Teaching, Team Building, Disability Insurance, Negotiation, Life Insurance, Training, Health Insurance, Accounting, Term Life Insurance, Sales, Marketing, Management
Education
Franklin Pierce University 2006 — 2008
Bachelor of Science (BS), Accounting and Finance
Fordham University 2004 — 2006
Accounting and Finance
Staples October 2014 - Present
Aflac August 2010 - June 2014
Northwestern Mutual September 2008 - March 2010
Skills
Public Speaking, Customer Service, Employee Benefits, Insurance, Strategic Planning, Teaching, Team Building, Disability Insurance, Negotiation, Life Insurance, Training, Health Insurance, Accounting, Term Life Insurance, Sales, Marketing, Management
Education
Franklin Pierce University 2006 — 2008
Bachelor of Science (BS), Accounting and Finance
Fordham University 2004 — 2006
Accounting and Finance
Tony Guerra's Northwestern Mutual Experience January 2014 - June 2015
Job at
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Northwestern Mutual January 2014 - June 2015
Skills
Retirement Planning, Strategic Financial..., Life Insurance, Fixed Annuities, Mutual Funds, Disability Insurance, Long Term Care Insurance, Securities, Time Management, Financial Planning, Customer Service, Microsoft Word, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Leadership
Education
Florida State University 2010 — 2014
Bachelor of Science (BS), Finance
Florida State University 2010 — 2014
Bachelor of Arts (BA), Economics
Merrill Lynch June 2015 - Present
Northwestern Mutual January 2014 - June 2015
Skills
Retirement Planning, Strategic Financial..., Life Insurance, Fixed Annuities, Mutual Funds, Disability Insurance, Long Term Care Insurance, Securities, Time Management, Financial Planning, Customer Service, Microsoft Word, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Leadership
Education
Florida State University 2010 — 2014
Bachelor of Science (BS), Finance
Florida State University 2010 — 2014
Bachelor of Arts (BA), Economics
Woukency Limage Woukency Limage's Northwestern Mutual Experience February 2012 - August 2012
Job LDP Associate at BB&T
Industry Financial Services
Experience
BB&T January 2015 - Present
Office of Financial Regulation October 2012 - January 2015
Northwestern Mutual February 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Financial Analysis, Leadership, Time Management, Teamwork, Access, Finance, Analysis, Data Analysis
Education
Florida State University 2011 — 2012
Bachelor's degree, Finance, General
University of Central Florida 2010 — 2011
Florida state college at jacksonville 2008 — 2010
Associates in Arts, Business
BB&T January 2015 - Present
Office of Financial Regulation October 2012 - January 2015
Northwestern Mutual February 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Financial Analysis, Leadership, Time Management, Teamwork, Access, Finance, Analysis, Data Analysis
Education
Florida State University 2011 — 2012
Bachelor's degree, Finance, General
University of Central Florida 2010 — 2011
Florida state college at jacksonville 2008 — 2010
Associates in Arts, Business
Monica Dickens Monica Dickens's Northwestern Mutual Experience September 1991 - January 1996
Job Spark! Teaching and Learning Director at Parkway School District
Industry Education Management
Experience
Parkway School District July 2015 - Present
Parkway School District August 2009 - Present
Parkway School District August 2004 - May 2007
Northwestern Mutual September 1991 - January 1996
Skills
Public Speaking, Management, Curriculum Development, Educational Leadership, Lesson Planning, Teaching, Educational Technology, Classroom Management, Curriculum Design, K-12
Education
Fontbonne University 2007 — 2011
Master's Degree, Family and Consumer Sciences/Human Sciences, Honor Roll
Parkway School District July 2015 - Present
Parkway School District August 2009 - Present
Parkway School District August 2004 - May 2007
Northwestern Mutual September 1991 - January 1996
Skills
Public Speaking, Management, Curriculum Development, Educational Leadership, Lesson Planning, Teaching, Educational Technology, Classroom Management, Curriculum Design, K-12
Education
Fontbonne University 2007 — 2011
Master's Degree, Family and Consumer Sciences/Human Sciences, Honor Roll
John Marinelli John Marinelli's Northwestern Mutual Experience April 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Greenwich High School April 2015 - Present
Northwestern Mutual April 2014 - Present
Grip It & Rip It Passing Championships July 2007 - Present
New Canaan High School October 2009 - April 2015
6 Figure Jobs January 2012 - January 2013
Access Securities LLC April 2010 - April 2012
University of Rhode Island February 2010 - May 2010
Hartford System of Schools September 2008 - January 2009
Education
Trinity College-Hartford 2006 — 2009
Bachelors, History, Economics
Manhattanville College 2011 — 2013
Master's, Education
Fordham University 2005 — 2006
Greenwich High School April 2015 - Present
Northwestern Mutual April 2014 - Present
Grip It & Rip It Passing Championships July 2007 - Present
New Canaan High School October 2009 - April 2015
6 Figure Jobs January 2012 - January 2013
Access Securities LLC April 2010 - April 2012
University of Rhode Island February 2010 - May 2010
Hartford System of Schools September 2008 - January 2009
Education
Trinity College-Hartford 2006 — 2009
Bachelors, History, Economics
Manhattanville College 2011 — 2013
Master's, Education
Fordham University 2005 — 2006
Chris Faicco Chris Faicco's Northwestern Mutual Experience September 1988 - Present
Job Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual September 1988 - Present
Education
Fordham University
Northwestern Mutual September 1988 - Present
Education
Fordham University
Bryant Picone's Northwestern Mutual Experience 2008 - 2010
Job Lead Analyst at Biogen
Industry Biotechnology
Experience
Biogen June 2015 - Present
Reval November 2013 - June 2015
Mondelez International June 2012 - November 2013
Reis 2010 - June 2012
Northwestern Mutual 2008 - 2010
Algorithmics 2007 - 2008
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Investments, Asset Management, Portfolio Management, Bloomberg, Equities, Risk Management, Microsoft Excel, Real Estate, Real Estate Economics, Commercial Real Estate, Capital Markets, Strategic Financial..., Real Estate Transactions, Corporate Finance, Management, Securities, Real Estate Financing, Corporate FP&A, Commodity Markets, Insurance, Real Estate Trends, Analysis, Commodity Risk..., Hedge Accounting, Financial Planning
Education
Fordham University
B.A., Economics, International Political Economy, Business Administration Minor
Biogen June 2015 - Present
Reval November 2013 - June 2015
Mondelez International June 2012 - November 2013
Reis 2010 - June 2012
Northwestern Mutual 2008 - 2010
Algorithmics 2007 - 2008
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Investments, Asset Management, Portfolio Management, Bloomberg, Equities, Risk Management, Microsoft Excel, Real Estate, Real Estate Economics, Commercial Real Estate, Capital Markets, Strategic Financial..., Real Estate Transactions, Corporate Finance, Management, Securities, Real Estate Financing, Corporate FP&A, Commodity Markets, Insurance, Real Estate Trends, Analysis, Commodity Risk..., Hedge Accounting, Financial Planning
Education
Fordham University
B.A., Economics, International Political Economy, Business Administration Minor
Cecilia Kang Cecilia Kang's Northwestern Mutual Experience June 2015 - Present
Job Financial Representative Intern at Northwestern Mutual
Industry
Experience
Northwestern Mutual June 2015 - Present
Fordham IT Customer Care September 2014 - December 2014
Harrah's Atlantic City Casino and Resort May 2014 - August 2014
Pacific Sunwear May 2014 - August 2014
Runa January 2014 - May 2014
Skills
Public Speaking, Community Service, Microsoft Office, Fair Trade, Public Relations, Foreign Languages, Sales, Customer Service, Teamwork, Communication, Photoshop, Information Technology, PowerPoint, Social Media, Microsoft Word, Leadership, Microsoft Excel, Research, Event Planning, Social Networking
Education
Fordham University 2013 — 2017
Finance, General
Egg Harbor Township High School 2009 — 2013
Northwestern Mutual June 2015 - Present
Fordham IT Customer Care September 2014 - December 2014
Harrah's Atlantic City Casino and Resort May 2014 - August 2014
Pacific Sunwear May 2014 - August 2014
Runa January 2014 - May 2014
Skills
Public Speaking, Community Service, Microsoft Office, Fair Trade, Public Relations, Foreign Languages, Sales, Customer Service, Teamwork, Communication, Photoshop, Information Technology, PowerPoint, Social Media, Microsoft Word, Leadership, Microsoft Excel, Research, Event Planning, Social Networking
Education
Fordham University 2013 — 2017
Finance, General
Egg Harbor Township High School 2009 — 2013
Katie Majeski's Northwestern Mutual Experience December 2009 - November 2011
Job Branch Manager at Ultimate Staffing
Industry Staffing and Recruiting
Experience
Ultimate Staffing March 2015 - Present
Ultimate Staffing December 2011 - February 2015
Northwestern Mutual December 2009 - November 2011
Northwestern Mutual July 2009 - November 2011
Northwestern Mutual Financial Network June 2007 - July 2009
Skills
Training & Development, Leadership Development, Sales Management, Coaching, Client Relationship..., New Business Development, Client Acquisition, Sales Recruitment, Career Counseling, Contract Recruitment, Insurance, Staffing Services, Lead Generation, Lead Management, Time Management, Multitasker, Persistent, Data Analysis, Sales Skills Training, Recruiting, CRM, Employee Relations, Employee Training, Temporary Placement, Interviews, Executive Search, Temporary Staffing, Applicant Tracking..., Payroll, Sourcing, Training, Sales, Business Development, Finance, Strategic Planning, Internet Recruiting, Onboarding, Building Relationships, Cold Calling, Talent Acquisition, Technical Recruiting, Resume Writing, Hiring, Screening Resumes, Relationship Building
Education
Florida State University - College of Business 2002 — 2006
Dual Bachelor's Degree, Finance and Multinational Business Operations
East Lake High School 1998 — 2002
Ultimate Staffing March 2015 - Present
Ultimate Staffing December 2011 - February 2015
Northwestern Mutual December 2009 - November 2011
Northwestern Mutual July 2009 - November 2011
Northwestern Mutual Financial Network June 2007 - July 2009
Skills
Training & Development, Leadership Development, Sales Management, Coaching, Client Relationship..., New Business Development, Client Acquisition, Sales Recruitment, Career Counseling, Contract Recruitment, Insurance, Staffing Services, Lead Generation, Lead Management, Time Management, Multitasker, Persistent, Data Analysis, Sales Skills Training, Recruiting, CRM, Employee Relations, Employee Training, Temporary Placement, Interviews, Executive Search, Temporary Staffing, Applicant Tracking..., Payroll, Sourcing, Training, Sales, Business Development, Finance, Strategic Planning, Internet Recruiting, Onboarding, Building Relationships, Cold Calling, Talent Acquisition, Technical Recruiting, Resume Writing, Hiring, Screening Resumes, Relationship Building
Education
Florida State University - College of Business 2002 — 2006
Dual Bachelor's Degree, Finance and Multinational Business Operations
East Lake High School 1998 — 2002
Mac McKinley Mac McKinley's Northwestern Mutual Experience June 2012 - June 2013
Job Auto Broker and Wholesale manager at Century Customs
Industry Financial Services
Experience
Century Customs August 2011 - Present
Northwestern Mutual June 2012 - June 2013
Rusnak Auto Group 2007 - 2011
Skills
Forecasting, Investments, Microsoft Excel, Account Management, Strategic Planning, Automobile, New Business Development, Customer Service, Sales Process, Profit, Sales, Customer Retention, Finance, Life Insurance, Customer Satisfaction, Vehicles, Automotive, Sales Management, Team Building, Insurance, Automotive Aftermarket, B2B, Budgets, Business Planning, Dealer Management, Dealers, Marketing, Management, Inventory Management, Marketing Strategy, Negotiation, Pricing, Retail, Sales Operations, Selling, Warranty
Education
Foothill College
Mt View
Santa Barbara City College
Century Customs August 2011 - Present
Northwestern Mutual June 2012 - June 2013
Rusnak Auto Group 2007 - 2011
Skills
Forecasting, Investments, Microsoft Excel, Account Management, Strategic Planning, Automobile, New Business Development, Customer Service, Sales Process, Profit, Sales, Customer Retention, Finance, Life Insurance, Customer Satisfaction, Vehicles, Automotive, Sales Management, Team Building, Insurance, Automotive Aftermarket, B2B, Budgets, Business Planning, Dealer Management, Dealers, Marketing, Management, Inventory Management, Marketing Strategy, Negotiation, Pricing, Retail, Sales Operations, Selling, Warranty
Education
Foothill College
Mt View
Santa Barbara City College
Michael Calamaro's Northwestern Mutual Experience 2008 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2008 - Present
Education
Florida State University - College of Business 2005 — 2009
Bachelor's, Finance, Marketing
Northwestern Mutual 2008 - Present
Education
Florida State University - College of Business 2005 — 2009
Bachelor's, Finance, Marketing
David Podurgiel's Northwestern Mutual Experience January 2013 - May 2013
Job Risk Advisory Staff at Ernst & Young
Industry Financial Services
Experience
EY July 2015 - Present
Fordham University August 2012 - May 2015
Fordham University November 2011 - May 2015
J.P. Morgan June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Athletics, Bloomberg Terminal, Microsoft Word, PowerPoint, Financial Accounting, Marketing Strategy, Business Communications
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Applied Accounting and Finance
EY July 2015 - Present
Fordham University August 2012 - May 2015
Fordham University November 2011 - May 2015
J.P. Morgan June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Athletics, Bloomberg Terminal, Microsoft Word, PowerPoint, Financial Accounting, Marketing Strategy, Business Communications
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Applied Accounting and Finance
Bruce J. Pope, CLU, ChFC, CASL's Northwestern Mutual Experience January 1988 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 1988 - Present
Education
Florida State University - College of Business 1979 — 1984
Bachelor of Science, Risk Management & Insurance
Northwestern Mutual January 1988 - Present
Education
Florida State University - College of Business 1979 — 1984
Bachelor of Science, Risk Management & Insurance
Annie Patterson Annie Patterson's Northwestern Mutual Experience September 2010 - June 2012
Job RN, BSN at Upmc Passavant
Industry Hospital & Health Care
Experience
Upmc Passavant July 2015 - Present
St. Vincent's Health Services, Bridgeport CT February 2014 - June 2015
Northwestern Mutual September 2010 - June 2012
Laurel Capital Corporation June 2009 - September 2010
Skills
Microsoft Excel
Education
University of Connecticut-Stamford 2013 — 2013
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Fordham University 2005 — 2009
Bachelor of Arts, Communications
Upmc Passavant July 2015 - Present
St. Vincent's Health Services, Bridgeport CT February 2014 - June 2015
Northwestern Mutual September 2010 - June 2012
Laurel Capital Corporation June 2009 - September 2010
Skills
Microsoft Excel
Education
University of Connecticut-Stamford 2013 — 2013
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Fordham University 2005 — 2009
Bachelor of Arts, Communications
Kate Barnaby's Northwestern Mutual Experience May 2010 - August 2010
Job Senior Financial Analyst at SAE Institute
Industry Education Management
Experience
SAE Institute July 2015 - Present
SAE Institute March 2014 - July 2015
Liberty Medical Supply December 2012 - April 2014
Liberty Medical Supply May 2011 - December 2012
The United Way of the Big Bend January 2011 - April 2011
Northwestern Mutual May 2010 - August 2010
Merrill Lynch May 2003 - August 2008
Skills
Microsoft Excel, Financial Analysis, Business Planning, Hyperion Planning, Analysis, Finance, Mergers & Acquisitions, Data Analysis, Process Improvement, Access, Hyperion Reports, PowerPoint, Program Management, Operations Management, Microsoft Office, Microsoft SQL Server, Forecasting, Outlook, Microsoft Word, Financial Modeling, Business Analysis, Strategic Financial..., Customer Service, Financial Reporting, Visio, Healthcare, Leadership, Cross-functional Team..., Analytics, Vendor Management, Business Process..., Business Intelligence, Excel, Word, Team Building, Sales, Budgets, Marketing Strategy, Software Documentation, Management, Risk Management, Project Management, Databases, Team Leadership, Strategic Planning, Salesforce.com, Call Centers, Hyperion HFM
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science, Finance
SAE Institute July 2015 - Present
SAE Institute March 2014 - July 2015
Liberty Medical Supply December 2012 - April 2014
Liberty Medical Supply May 2011 - December 2012
The United Way of the Big Bend January 2011 - April 2011
Northwestern Mutual May 2010 - August 2010
Merrill Lynch May 2003 - August 2008
Skills
Microsoft Excel, Financial Analysis, Business Planning, Hyperion Planning, Analysis, Finance, Mergers & Acquisitions, Data Analysis, Process Improvement, Access, Hyperion Reports, PowerPoint, Program Management, Operations Management, Microsoft Office, Microsoft SQL Server, Forecasting, Outlook, Microsoft Word, Financial Modeling, Business Analysis, Strategic Financial..., Customer Service, Financial Reporting, Visio, Healthcare, Leadership, Cross-functional Team..., Analytics, Vendor Management, Business Process..., Business Intelligence, Excel, Word, Team Building, Sales, Budgets, Marketing Strategy, Software Documentation, Management, Risk Management, Project Management, Databases, Team Leadership, Strategic Planning, Salesforce.com, Call Centers, Hyperion HFM
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science, Finance
Cory Kinigsberg's Northwestern Mutual Experience August 2009 - April 2010
Job Licensed Insurance Agent with Foundation Insurance and Vacation Specialist at Cruises Inc.
Industry Insurance
Experience
Cruises Inc. August 2013 - Present
Foundation Insurance of Florida, LLC March 2015 - Present
ReStockIt.com August 2012 - March 2015
Expedia CruiseShipCenters September 2010 - August 2012
MetLife June 2010 - August 2010
Northwestern Mutual August 2009 - April 2010
Skills
Social Media, Customer Service, Marketing, Online Advertising, Sales, Tourism, Social Media Marketing, Facebook, Social Networking, Email Marketing, Marketing Strategy, Online Marketing, Event Management, Advertising, Leadership
Education
Florida State University - College of Business 2006 — 2010
B.S., Finance & Real Estate
Cruises Inc. August 2013 - Present
Foundation Insurance of Florida, LLC March 2015 - Present
ReStockIt.com August 2012 - March 2015
Expedia CruiseShipCenters September 2010 - August 2012
MetLife June 2010 - August 2010
Northwestern Mutual August 2009 - April 2010
Skills
Social Media, Customer Service, Marketing, Online Advertising, Sales, Tourism, Social Media Marketing, Facebook, Social Networking, Email Marketing, Marketing Strategy, Online Marketing, Event Management, Advertising, Leadership
Education
Florida State University - College of Business 2006 — 2010
B.S., Finance & Real Estate
Kevin M. Andrews Jr. Kevin M. Andrews Jr.'s Northwestern Mutual Experience November 2013 - April 2014
Job Student
Industry Accounting
Experience
Town of Orangetown July 2010 - Present
Northwestern Mutual November 2013 - April 2014
RuffaloCODY November 2012 - April 2013
Skills
Sports, Entertainment, Community Outreach, Nonprofits, Event Planning, Microsoft Excel, Volunteer Management, Photoshop, Youth Development, Fundraising, Youth Mentoring, Volunteer Recruiting, Community Organizing
Education
Fordham University - Graduate School of Business Administration 2010 — 2014
Town of Orangetown July 2010 - Present
Northwestern Mutual November 2013 - April 2014
RuffaloCODY November 2012 - April 2013
Skills
Sports, Entertainment, Community Outreach, Nonprofits, Event Planning, Microsoft Excel, Volunteer Management, Photoshop, Youth Development, Fundraising, Youth Mentoring, Volunteer Recruiting, Community Organizing
Education
Fordham University - Graduate School of Business Administration 2010 — 2014
Grant Coldwell, CLTC's Northwestern Mutual Experience May 1999 - Present
Job Northwestern Mutual Financial Network Advisor
Industry Insurance
Experience
Northwestern Mutual May 1999 - Present
Education
Florida State University - College of Business 1995 — 1999
Risk Management/Insurance, Insurance, Business Law, Accounting and Finance
Northwestern Mutual May 1999 - Present
Education
Florida State University - College of Business 1995 — 1999
Risk Management/Insurance, Insurance, Business Law, Accounting and Finance
Sara Gulbrandsen, MBA Sara Gulbrandsen, MBA's Northwestern Mutual Experience July 2006 - May 2012
Job Boutique Manager
Industry Consumer Services
Experience
francesca’s® 2014 - Present
Accountemps August 2012 - March 2013
Northwestern Mutual July 2006 - May 2012
Fifth Third Bank May 2004 - June 2006
Skills
Finance, Financial Analysis, Staffing Services, Investments
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
Purdue University 1999 — 2003
BA, Communications
francesca’s® 2014 - Present
Accountemps August 2012 - March 2013
Northwestern Mutual July 2006 - May 2012
Fifth Third Bank May 2004 - June 2006
Skills
Finance, Financial Analysis, Staffing Services, Investments
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
Purdue University 1999 — 2003
BA, Communications
Basil Bourque Basil Bourque's Northwestern Mutual Experience April 2008 - October 2008
Job Risk Management Analyst
Industry Financial Services
Experience
Visa May 2015 - Present
Western Union December 2014 - May 2015
Massachusetts Division of Professional Licensure March 2013 - May 2014
Bloomberg Law September 2012 - May 2014
Massachusetts Supplier Diversity Office May 2012 - August 2012
Roundstone Advisors June 2011 - August 2011
Northwestern Mutual April 2008 - October 2008
Food 4 Thought April 2008 - August 2008
Soundtrak Entertainment 2005 - 2008
Skills
Finance, Insurance, Retirement Planning, Fixed Annuities, Program Management, Financial Services, Research, Risk Management, Financial Advisory, Administrative Law, Microsoft Office
Education
Florida State University - College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Suffolk University Law School 2011 — 2014
JD, Business Law
Syracuse University 2007 — 2011
BS, Sport Management and Legal Studies
Visa May 2015 - Present
Western Union December 2014 - May 2015
Massachusetts Division of Professional Licensure March 2013 - May 2014
Bloomberg Law September 2012 - May 2014
Massachusetts Supplier Diversity Office May 2012 - August 2012
Roundstone Advisors June 2011 - August 2011
Northwestern Mutual April 2008 - October 2008
Food 4 Thought April 2008 - August 2008
Soundtrak Entertainment 2005 - 2008
Skills
Finance, Insurance, Retirement Planning, Fixed Annuities, Program Management, Financial Services, Research, Risk Management, Financial Advisory, Administrative Law, Microsoft Office
Education
Florida State University - College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Suffolk University Law School 2011 — 2014
JD, Business Law
Syracuse University 2007 — 2011
BS, Sport Management and Legal Studies
Nicole S. Foreman, CFP®'s Northwestern Mutual Experience November 2008 - December 2014
Job Investment Operations Manager
Industry Financial Services
Experience
Financial Services Industry December 2014 - Present
Northwestern Mutual November 2008 - December 2014
American Financial Advisors, Inc. March 2008 - November 2008
Northwestern Mutual June 2007 - January 2008
Education
Florida State University - College of Business 2002 — 2006
Bachelor of Science (BS), Multinational Business Operations & Business Administration, Graduated Cum Laude
Financial Services Industry December 2014 - Present
Northwestern Mutual November 2008 - December 2014
American Financial Advisors, Inc. March 2008 - November 2008
Northwestern Mutual June 2007 - January 2008
Education
Florida State University - College of Business 2002 — 2006
Bachelor of Science (BS), Multinational Business Operations & Business Administration, Graduated Cum Laude
Frank Valentino Frank Valentino's Northwestern Mutual Experience 2013 - Present
Job Private Lending Executive at IMCA Capital
Industry Financial Services
Experience
IMCA Capital July 2015 - Present
Northwestern Mutual 2013 - Present
MyGolfSpy.com May 2012 - January 2014
HFP Capital Markets LLC October 2012 - January 2013
St. Augustine Federal Credit Union April 2012 - December 2012
Bethex Federal Credit Union December 2011 - December 2012
Skills
Bloomberg Terminal, Economics, Microsoft Excel, Research, Investments, PowerPoint, Financial Modeling, Finance, MPT Statistics, Brinson Attribution..., Microsoft Word, Microsoft Office, Financial Analysis, Bloomberg, Facebook, Statistics, Outlook, Social Media, Data Analysis, Blogging, Corporate Finance, Time Management, Accounting, Analysis, Leadership, Teamwork, Public Speaking, Social Networking, Sales, Writing, Financial Planning, Insurance, Access
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Fordham University, Gabelli School of Business 2011 — 2015
Bachelor of Science, Finance
IMCA Capital July 2015 - Present
Northwestern Mutual 2013 - Present
MyGolfSpy.com May 2012 - January 2014
HFP Capital Markets LLC October 2012 - January 2013
St. Augustine Federal Credit Union April 2012 - December 2012
Bethex Federal Credit Union December 2011 - December 2012
Skills
Bloomberg Terminal, Economics, Microsoft Excel, Research, Investments, PowerPoint, Financial Modeling, Finance, MPT Statistics, Brinson Attribution..., Microsoft Word, Microsoft Office, Financial Analysis, Bloomberg, Facebook, Statistics, Outlook, Social Media, Data Analysis, Blogging, Corporate Finance, Time Management, Accounting, Analysis, Leadership, Teamwork, Public Speaking, Social Networking, Sales, Writing, Financial Planning, Insurance, Access
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Fordham University, Gabelli School of Business 2011 — 2015
Bachelor of Science, Finance
Michael Burack Michael Burack's Northwestern Mutual Experience April 2003 - December 2004
Job Financial Relationship Manager
Industry Financial Services
Experience
Bank of New York Mellon May 2006 - July 2012
New York Mercantile Exchange February 2005 - March 2006
Northwestern Mutual April 2003 - December 2004
Skills
Banking, Portfolio Management, Financial Services, Investments, Risk Management, Relationship Management, Financial Analysis, Credit, Finance
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services, 3.95 GPA
Lafayette College 1997 — 2001
Bachelor's degree, Economics and English
Bank of New York Mellon May 2006 - July 2012
New York Mercantile Exchange February 2005 - March 2006
Northwestern Mutual April 2003 - December 2004
Skills
Banking, Portfolio Management, Financial Services, Investments, Risk Management, Relationship Management, Financial Analysis, Credit, Finance
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services, 3.95 GPA
Lafayette College 1997 — 2001
Bachelor's degree, Economics and English
Franklin Hurst, CFA, CLU, ChFC's Northwestern Mutual Experience February 2014 - Present
Job Director of Network Office Supervision at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2014 - Present
University of North Florida August 2015 - Present
Jacksonville Symphony Chorus September 2014 - Present
Northwestern Mutual September 2013 - February 2014
Northwestern Mutual July 2007 - September 2013
Northwestern Mutual March 2006 - July 2007
Legal Ease Temp Services October 2004 - December 2005
Capital City Bank Group, Inc. August 2003 - September 2004
Capital City Bank Group, Inc. February 2001 - August 2003
Prudential Securities May 1999 - January 2001
Skills
Financial Services, Leadership, Investments, Finance, Insurance, Financial Planning, Retirement, Series 7, Management, Securities, Mutual Funds, Retirement Planning, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Banking, Microsoft Word, Financial Analysis, Public Speaking, Life Insurance, Asset Allocation, FINRA, Marketing, Risk Management
Education
University of North Florida
Mathematics - Discrete Analysis
Fordham University 1997 — 1999
Bachelor of Arts, Political Science
The American College 2009 — 2012
Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Financial Planning
United States Air Force Academy 1990 — 1990
Northwestern Mutual February 2014 - Present
University of North Florida August 2015 - Present
Jacksonville Symphony Chorus September 2014 - Present
Northwestern Mutual September 2013 - February 2014
Northwestern Mutual July 2007 - September 2013
Northwestern Mutual March 2006 - July 2007
Legal Ease Temp Services October 2004 - December 2005
Capital City Bank Group, Inc. August 2003 - September 2004
Capital City Bank Group, Inc. February 2001 - August 2003
Prudential Securities May 1999 - January 2001
Skills
Financial Services, Leadership, Investments, Finance, Insurance, Financial Planning, Retirement, Series 7, Management, Securities, Mutual Funds, Retirement Planning, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Banking, Microsoft Word, Financial Analysis, Public Speaking, Life Insurance, Asset Allocation, FINRA, Marketing, Risk Management
Education
University of North Florida
Mathematics - Discrete Analysis
Fordham University 1997 — 1999
Bachelor of Arts, Political Science
The American College 2009 — 2012
Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Financial Planning
United States Air Force Academy 1990 — 1990
Vincent (Pete) Stulginski Jr.'s Northwestern Mutual Experience June 2007 - January 2008
Job InFlight Aerial Refueling Technician Instructor at 63rd Air Refueling Squadron MacDill AFB U. S. Air Force Reserves
Industry Airlines/Aviation
Experience
63rd Air Refueling Squadron - MacDill AFB - United States Air Force Reserves September 2008 - Present
Collegiate Risk Management February 2008 - September 2008
970th AACS - Tinker AFB, OK - United States Air Force Reserves 1999 - September 2008
Northwestern Mutual June 2007 - January 2008
Collegiate Risk Management November 2006 - June 2007
Northwestern Mutual May 2006 - December 2006
Flightline Group, Inc. December 2003 - May 2005
United States Air Force December 1995 - December 1999
Skills
Management, Military, Sales, Security Clearance, Strategic Planning, Defense, DoD, Finance, Leadership, Military Operations, Operations Management, Process Improvement, Program Management, Team Building, Military Experience, Proposal Writing
Education
Florida State University - College of Business 2001 — 2006
Bachelor of Science, Marketing
63rd Air Refueling Squadron - MacDill AFB - United States Air Force Reserves September 2008 - Present
Collegiate Risk Management February 2008 - September 2008
970th AACS - Tinker AFB, OK - United States Air Force Reserves 1999 - September 2008
Northwestern Mutual June 2007 - January 2008
Collegiate Risk Management November 2006 - June 2007
Northwestern Mutual May 2006 - December 2006
Flightline Group, Inc. December 2003 - May 2005
United States Air Force December 1995 - December 1999
Skills
Management, Military, Sales, Security Clearance, Strategic Planning, Defense, DoD, Finance, Leadership, Military Operations, Operations Management, Process Improvement, Program Management, Team Building, Military Experience, Proposal Writing
Education
Florida State University - College of Business 2001 — 2006
Bachelor of Science, Marketing
Andrew Flick, ChFC, CLU, CASL's Northwestern Mutual Experience November 2001 - September 2014
Job Wealth Management Advisor at Arven Advisors, LLC
Industry Financial Services
Experience
Arven Advisors September 2014 - Present
Northwestern Mutual November 2001 - September 2014
Renaissance Cruises May 2000 - September 2001
Skills
Management, Finance, Strategic Planning, Investments, Insurance, Customer Service, Life Insurance, Sales, Financial Services, Risk Management, Mortgage Lending, Strategic Financial..., Financial Risk, Disability Insurance, Retirement, Fixed Annuities, Financial Analysis, Financial Advisory, Term Life Insurance, Umbrella Insurance, Retirement Planning, Estate Planning, Long-term Care, Financial Planning
Education
Florida State University - College of Business 1997 — 2000
Bachelor's Degree, Finance and Marketing
Arven Advisors September 2014 - Present
Northwestern Mutual November 2001 - September 2014
Renaissance Cruises May 2000 - September 2001
Skills
Management, Finance, Strategic Planning, Investments, Insurance, Customer Service, Life Insurance, Sales, Financial Services, Risk Management, Mortgage Lending, Strategic Financial..., Financial Risk, Disability Insurance, Retirement, Fixed Annuities, Financial Analysis, Financial Advisory, Term Life Insurance, Umbrella Insurance, Retirement Planning, Estate Planning, Long-term Care, Financial Planning
Education
Florida State University - College of Business 1997 — 2000
Bachelor's Degree, Finance and Marketing
Nicole Lipe's Northwestern Mutual Experience November 2011 - March 2012
Job Project Manager at OneFire
Industry Marketing and Advertising
Experience
OneFire Media July 2014 - Present
Hurckes-McCord Financial Management November 2013 - June 2014
Cooper Construction and Restoration Inc. April 2013 - October 2013
First State Bank of Illinois September 2012 - April 2013
180 Communications/Don Yaeger Speaks November 2011 - August 2012
Northwestern Mutual November 2011 - March 2012
North Florida Women's Care January 2008 - August 2011
Thomas Howell Ferguson, P.A. August 2000 - July 2006
Skills
Accounting, Accounts Payable, Tax Preparation, Payroll, Qualified Retirement..., Employee Benefits, Employee Wellness..., Account Reconciliation, Tax, Human Resources, Management, Insurance, Administration, QuickBooks, Accounts Receivable, Auditing, Marketing, Finance, Sales, Customer Service, Public Speaking, Strategic Planning
Education
Florida State University 2011 — 2012
Completed one year of three year Masters Program, Interior Design
Florida State University - College of Business 1995 — 1999
B.S., Accounting & Finance
OneFire Media July 2014 - Present
Hurckes-McCord Financial Management November 2013 - June 2014
Cooper Construction and Restoration Inc. April 2013 - October 2013
First State Bank of Illinois September 2012 - April 2013
180 Communications/Don Yaeger Speaks November 2011 - August 2012
Northwestern Mutual November 2011 - March 2012
North Florida Women's Care January 2008 - August 2011
Thomas Howell Ferguson, P.A. August 2000 - July 2006
Skills
Accounting, Accounts Payable, Tax Preparation, Payroll, Qualified Retirement..., Employee Benefits, Employee Wellness..., Account Reconciliation, Tax, Human Resources, Management, Insurance, Administration, QuickBooks, Accounts Receivable, Auditing, Marketing, Finance, Sales, Customer Service, Public Speaking, Strategic Planning
Education
Florida State University 2011 — 2012
Completed one year of three year Masters Program, Interior Design
Florida State University - College of Business 1995 — 1999
B.S., Accounting & Finance
Pat McLane's Northwestern Mutual Experience March 2009 - October 2009
Job Project Manager at Silver Line Building Products
Industry Building Materials
Experience
Silver Line Building Products June 2015 - Present
Paper Shop November 2013 - May 2015
AZEK Building Products October 2011 - November 2013
AZEK Building Products July 2010 - October 2011
AZEK Building Products October 2009 - July 2010
Northwestern Mutual March 2009 - October 2009
Northwestern Mutual February 2006 - March 2009
Skills
Sales Management, Product Development, Marketing Strategy, Competitive Analysis, Forecasting, Sales Presentations, Product Marketing, Sales, Training, Market Analysis, Cross-functional Team..., Pricing, Sales Operations, B2B, Management, Marketing, New Business Development
Education
Fordham University 2002 — 2006
BA, Mathematics/Economics
Silver Line Building Products June 2015 - Present
Paper Shop November 2013 - May 2015
AZEK Building Products October 2011 - November 2013
AZEK Building Products July 2010 - October 2011
AZEK Building Products October 2009 - July 2010
Northwestern Mutual March 2009 - October 2009
Northwestern Mutual February 2006 - March 2009
Skills
Sales Management, Product Development, Marketing Strategy, Competitive Analysis, Forecasting, Sales Presentations, Product Marketing, Sales, Training, Market Analysis, Cross-functional Team..., Pricing, Sales Operations, B2B, Management, Marketing, New Business Development
Education
Fordham University 2002 — 2006
BA, Mathematics/Economics
Tom Morris Jr's Northwestern Mutual Experience January 2007 - February 2010
Job Consultant Surgery at Weatherby Locums
Industry Hospital & Health Care
Experience
Weatherby Locums March 2010 - Present
Northwestern Mutual January 2007 - February 2010
Education
Florida State University 2003 — 2007
Economics, Economics, Business, English
Weatherby Locums March 2010 - Present
Northwestern Mutual January 2007 - February 2010
Education
Florida State University 2003 — 2007
Economics, Economics, Business, English
Troy Culley's Northwestern Mutual Experience January 2006 - December 2006
Job Commercial Lines Producer at Marsh & McLennan Agency
Industry Insurance
Experience
Marsh & McLennan Agency Florida Region October 2015 - Present
RiskMD April 2013 - October 2015
Risk Transfer Holdings February 2013 - October 2015
Work Comp Strategic Solutions January 2007 - February 2013
Work Comp Strategic Solutions January 2007 - October 2008
Northwestern Mutual January 2006 - December 2006
Skills
Insurance, Workers Compensation, Fixed Annuities, Claim, Risk Management, Outlook, Microsoft Excel, Sales, Customer Service, PowerPoint, Customer Retention, Time Management, Leadership, Microsoft Word, Property & Casualty...
Education
Florida State University - College of Business 2003 — 2006
Bachelor of Science, Risk Management, Insurance, Marketing
Bishop Moore High School 1998 — 2002
Marsh & McLennan Agency Florida Region October 2015 - Present
RiskMD April 2013 - October 2015
Risk Transfer Holdings February 2013 - October 2015
Work Comp Strategic Solutions January 2007 - February 2013
Work Comp Strategic Solutions January 2007 - October 2008
Northwestern Mutual January 2006 - December 2006
Skills
Insurance, Workers Compensation, Fixed Annuities, Claim, Risk Management, Outlook, Microsoft Excel, Sales, Customer Service, PowerPoint, Customer Retention, Time Management, Leadership, Microsoft Word, Property & Casualty...
Education
Florida State University - College of Business 2003 — 2006
Bachelor of Science, Risk Management, Insurance, Marketing
Bishop Moore High School 1998 — 2002
Adam Vaicekauskas's Northwestern Mutual Experience July 2006 - August 2007
Job Underwriter in Group Reinsurance Plus at The Hartford
Industry Insurance
Experience
The Hartford July 2015 - Present
The Hartford April 2014 - June 2015
Windsor Federal Savings and Loan September 2013 - April 2014
Windsor Federal Savings and Loan April 2012 - September 2013
Windsor Federal Savings and Loan September 2011 - April 2012
PwC March 2011 - September 2011
Windsor Federal Savings and Loan June 2009 - March 2011
Windsor Federal Savings and Loan August 2007 - June 2009
Northwestern Mutual July 2006 - August 2007
College Boxes February 2006 - September 2006
Skills
Finance, Loans, Retail Banking, Banking, Customer Service, Mortgage Lending, Credit, Financial Analysis, Risk Management, Small Business Lending, Commercial Lending, Credit Analysis, Consumer Lending, Insurance, Leadership, Public Speaking, Social Media, Management
Education
Fordham University 2003 — 2007
BA, Math/Economics
Northwest Catholic High School 1999 — 2003
Diploma
The Hartford July 2015 - Present
The Hartford April 2014 - June 2015
Windsor Federal Savings and Loan September 2013 - April 2014
Windsor Federal Savings and Loan April 2012 - September 2013
Windsor Federal Savings and Loan September 2011 - April 2012
PwC March 2011 - September 2011
Windsor Federal Savings and Loan June 2009 - March 2011
Windsor Federal Savings and Loan August 2007 - June 2009
Northwestern Mutual July 2006 - August 2007
College Boxes February 2006 - September 2006
Skills
Finance, Loans, Retail Banking, Banking, Customer Service, Mortgage Lending, Credit, Financial Analysis, Risk Management, Small Business Lending, Commercial Lending, Credit Analysis, Consumer Lending, Insurance, Leadership, Public Speaking, Social Media, Management
Education
Fordham University 2003 — 2007
BA, Math/Economics
Northwest Catholic High School 1999 — 2003
Diploma
PhilIp Coroneos's Northwestern Mutual Experience 2008 - 2009
Job Real Estate Broker at My Townhome Realty
Industry Marketing and Advertising
Experience
My Townhome Realty September 2013 - Present
Coroneos marketing April 2012 - Present
J.P. Morgan chase April 2010 - May 2012
Northwestern Mutual 2008 - 2009
Skills
Portfolio Management, Sales, Long-term Care, Strategic Financial..., Insurance, Disability Insurance, Retirement, Small Business, Financial Analysis, Credit, Underwriting, Investments, Risk Management, Finance, Employee Benefits, Mutual Funds, Financial Services
Education
Florida State University 2004 — 2009
Bachelor's degree, Insurance
My Townhome Realty September 2013 - Present
Coroneos marketing April 2012 - Present
J.P. Morgan chase April 2010 - May 2012
Northwestern Mutual 2008 - 2009
Skills
Portfolio Management, Sales, Long-term Care, Strategic Financial..., Insurance, Disability Insurance, Retirement, Small Business, Financial Analysis, Credit, Underwriting, Investments, Risk Management, Finance, Employee Benefits, Mutual Funds, Financial Services
Education
Florida State University 2004 — 2009
Bachelor's degree, Insurance
Sheri Smith Carpenter's Northwestern Mutual Experience March 1986 - August 1988
Job Owner at Hobbit American Grill
Industry Hospitality
Experience
Big Bend Restaurant Supply 2006 - Present
Hobbit American Grill 1998 - Present
Kathy Fain State Farm Insurance March 1993 - September 1997
Northwestern Mutual March 1986 - August 1988
Skills
Restaurants, Food, Food & Beverage, Hospitality Industry, Human Resources, Customer Service, Social Media, Concierge Services, Menu Engineering, Commercial Kitchen..., Restaurant Management, Food Service, Catering, Hiring, Microsoft Office, Sales, Leadership, Public Speaking, Sales Management, Team Building, Marketing Strategy
Education
Florida State University 1980 — 1985
B.S., Political Science/Business
Tallahassee Community College 1982 — 1982
AA, General Studies
Big Bend Restaurant Supply 2006 - Present
Hobbit American Grill 1998 - Present
Kathy Fain State Farm Insurance March 1993 - September 1997
Northwestern Mutual March 1986 - August 1988
Skills
Restaurants, Food, Food & Beverage, Hospitality Industry, Human Resources, Customer Service, Social Media, Concierge Services, Menu Engineering, Commercial Kitchen..., Restaurant Management, Food Service, Catering, Hiring, Microsoft Office, Sales, Leadership, Public Speaking, Sales Management, Team Building, Marketing Strategy
Education
Florida State University 1980 — 1985
B.S., Political Science/Business
Tallahassee Community College 1982 — 1982
AA, General Studies
James Henley CLU, ChFC's Northwestern Mutual Experience April 2003 - August 2005
Job Wealth Management Consultant with Saybrus Partners
Industry Insurance
Experience
Saybrus Partners 2010 - Present
Phoenix Life Insurance Company August 2005 - September 2009
Northwestern Mutual April 2003 - August 2005
New York Life Insurance Company March 2000 - April 2003
Skills
Life Insurance, Retirement, Long-term Care, Fixed Annuities, Retirement Planning, Insurance, Estate Planning, Series 63, Series 6, Disability Insurance, Series 7, Wealth Management, Mutual Funds, Term Life Insurance, 401k
Education
The American College 2007 — 2010
CLU, ChFC, Financial Services
Florida State University - College of Business 1995 — 1999
BS, Marketing
Saybrus Partners 2010 - Present
Phoenix Life Insurance Company August 2005 - September 2009
Northwestern Mutual April 2003 - August 2005
New York Life Insurance Company March 2000 - April 2003
Skills
Life Insurance, Retirement, Long-term Care, Fixed Annuities, Retirement Planning, Insurance, Estate Planning, Series 63, Series 6, Disability Insurance, Series 7, Wealth Management, Mutual Funds, Term Life Insurance, 401k
Education
The American College 2007 — 2010
CLU, ChFC, Financial Services
Florida State University - College of Business 1995 — 1999
BS, Marketing
Salvo Frisina's Northwestern Mutual Experience January 2009 - March 2009
Job Chief Construction Inspector at Con Edison
Industry Pharmaceuticals
Experience
Con Edison January 2014 - Present
Con Edison June 2013 - December 2013
Con Edison January 2013 - June 2013
Con Edison June 2012 - December 2012
Pfizer Pharmaceuticals March 2011 - July 2012
Harold's Pharmacy October 2006 - March 2011
The New York Times Company April 2009 - June 2009
Northwestern Mutual January 2009 - March 2009
Skills
Recruiting, Talent Acquisition, Interviews, PeopleSoft, Executive Search, Administrative..., Time Management, Microsoft Excel, Human Resources, Training, Management, Change Management, Teamwork, Employee Relations
Education
Fordham University - Graduate School of Business Administration 2015 — 2017
Master of Business Administration (M.B.A.)
Berkeley College 2009 — 2010
BBA, Accounting
Berkeley College 2006 — 2009
BBA, Management, Marketing
Con Edison January 2014 - Present
Con Edison June 2013 - December 2013
Con Edison January 2013 - June 2013
Con Edison June 2012 - December 2012
Pfizer Pharmaceuticals March 2011 - July 2012
Harold's Pharmacy October 2006 - March 2011
The New York Times Company April 2009 - June 2009
Northwestern Mutual January 2009 - March 2009
Skills
Recruiting, Talent Acquisition, Interviews, PeopleSoft, Executive Search, Administrative..., Time Management, Microsoft Excel, Human Resources, Training, Management, Change Management, Teamwork, Employee Relations
Education
Fordham University - Graduate School of Business Administration 2015 — 2017
Master of Business Administration (M.B.A.)
Berkeley College 2009 — 2010
BBA, Accounting
Berkeley College 2006 — 2009
BBA, Management, Marketing
Kevin Marani's Northwestern Mutual Experience 2012 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2012 - Present
ReSource Intermediaries, Inc. 2009 - 2012
Aon Benfield (Aon Re) 1996 - 2009
Talegen/Coregis/Crum & Forster 1990 - 1996
Ernst & Young 1984 - 1990
Education
Fordham University
B.S. in Accounting, Accounting and Finance
Northwestern Mutual 2012 - Present
ReSource Intermediaries, Inc. 2009 - 2012
Aon Benfield (Aon Re) 1996 - 2009
Talegen/Coregis/Crum & Forster 1990 - 1996
Ernst & Young 1984 - 1990
Education
Fordham University
B.S. in Accounting, Accounting and Finance
Al Vazquez's Northwestern Mutual Experience January 2001 - February 2008
Job Sr. Select Customer Sales Manager at The Hartford
Industry Insurance
Experience
The Hartford May 2012 - Present
The Hartford October 2010 - May 2012
The Hartford February 2008 - October 2010
Northwestern Mutual January 2001 - February 2008
Skills
Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Workers Compensation, Liability, Casualty Insurance, Risk Management, Sales, Professional Liability, Disability Insurance, Brokers, Sales Management, Financial Services, Leadership
Education
Fordham University 1998 — 2001
BA, Economics
The Hartford May 2012 - Present
The Hartford October 2010 - May 2012
The Hartford February 2008 - October 2010
Northwestern Mutual January 2001 - February 2008
Skills
Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Workers Compensation, Liability, Casualty Insurance, Risk Management, Sales, Professional Liability, Disability Insurance, Brokers, Sales Management, Financial Services, Leadership
Education
Fordham University 1998 — 2001
BA, Economics
Eran Fabian's Northwestern Mutual Experience January 2013 - September 2013
Job Account Manager at SunGard
Industry Financial Services
Experience
SunGard October 2014 - Present
SunGard November 2013 - September 2014
Northwestern Mutual January 2013 - September 2013
New York Yankees May 2012 - August 2012
Holy Comforter Episcopal School February 2012 - May 2012
Senate Victory January 2011 - August 2011
Alex Sink for Governor Campaign June 2009 - November 2010
Skills
Finance, Financial Analysis, Financial Modeling, Sales, Microsoft Excel, Strategic Financial..., Investments, Accounting, Asset Management, Financial Reporting, Tax, Financial Services, Portfolio Management, Hedge Funds, PowerPoint, Risk Management, Estate Planning, Corporate Finance, Financial Accounting, Insurance, Financial Planning, Investor Reporting, Microsoft Office, Public Speaking, GIF, Financial Systems, Process Improvement, Operational Efficiency, Partnership Accounting, Risk Assessment, Enterprise Risk..., Portfolio Optimization, Account Management, Indian Law
Education
Florida State University - College of Business 2009 — 2013
Bachelor's degree, Accounting and Finance
Jesuit High School of Tampa 2005 — 2009
SunGard October 2014 - Present
SunGard November 2013 - September 2014
Northwestern Mutual January 2013 - September 2013
New York Yankees May 2012 - August 2012
Holy Comforter Episcopal School February 2012 - May 2012
Senate Victory January 2011 - August 2011
Alex Sink for Governor Campaign June 2009 - November 2010
Skills
Finance, Financial Analysis, Financial Modeling, Sales, Microsoft Excel, Strategic Financial..., Investments, Accounting, Asset Management, Financial Reporting, Tax, Financial Services, Portfolio Management, Hedge Funds, PowerPoint, Risk Management, Estate Planning, Corporate Finance, Financial Accounting, Insurance, Financial Planning, Investor Reporting, Microsoft Office, Public Speaking, GIF, Financial Systems, Process Improvement, Operational Efficiency, Partnership Accounting, Risk Assessment, Enterprise Risk..., Portfolio Optimization, Account Management, Indian Law
Education
Florida State University - College of Business 2009 — 2013
Bachelor's degree, Accounting and Finance
Jesuit High School of Tampa 2005 — 2009
Brandi Kebalka's Northwestern Mutual Experience May 2008 - March 2010
Job Independent Agent at Aflac
Industry Insurance
Experience
Aflac August 2010 - Present
Northwestern Mutual May 2008 - March 2010
Skills
Life Insurance, Disability Insurance, Insurance, Whole Life, Term Life Insurance, Life & Health Insurance...
Education
Franklin Pierce University 2006 — 2008
BS, Accounting and Finance
Fordham University
Aflac August 2010 - Present
Northwestern Mutual May 2008 - March 2010
Skills
Life Insurance, Disability Insurance, Insurance, Whole Life, Term Life Insurance, Life & Health Insurance...
Education
Franklin Pierce University 2006 — 2008
BS, Accounting and Finance
Fordham University
Ray Furlong's Northwestern Mutual Experience December 2011 - April 2012
Job Business Analyst at MediaBistro Holdings
Industry Financial Services
Experience
Prometheus Global Media January 2015 - Present
Parade Magazine June 2013 - January 2015
Fordham University August 2011 - May 2013
Cutwater Asset Management May 2012 - January 2013
Northwestern Mutual December 2011 - April 2012
Van Wagner Sports Group March 2011 - January 2012
Vanguard Benefit Solutions, LLC May 2011 - July 2011
Procter & Gamble December 2009 - January 2011
Fordham Road Business Improvement District September 2010 - December 2010
Education
Fordham University 2009 — 2013
Bachelor of Science, Finance
Don Bosco Prep 2005 — 2009
Prometheus Global Media January 2015 - Present
Parade Magazine June 2013 - January 2015
Fordham University August 2011 - May 2013
Cutwater Asset Management May 2012 - January 2013
Northwestern Mutual December 2011 - April 2012
Van Wagner Sports Group March 2011 - January 2012
Vanguard Benefit Solutions, LLC May 2011 - July 2011
Procter & Gamble December 2009 - January 2011
Fordham Road Business Improvement District September 2010 - December 2010
Education
Fordham University 2009 — 2013
Bachelor of Science, Finance
Don Bosco Prep 2005 — 2009
Pamela Anwyll's Northwestern Mutual Experience
Job Benefit Consultant at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual
Skills
Employee Benefits, Disability Insurance, Insurance
Education
Florida State University
Northwestern Mutual
Skills
Employee Benefits, Disability Insurance, Insurance
Education
Florida State University
Marlene Gunawan's Northwestern Mutual Experience August 2009 - November 2009
Job Bookeeper, Marketing and Executive Assistant
Industry Consumer Goods
Experience
Stages Learning Materials July 2011 - Present
Northwestern Mutual August 2009 - November 2009
BankWest May 2009 - June 2009
Education
University of Southern California - Marshall School of Business 2008 — 2011
BS, Finance and Accounting
Foothill College 2006 — 2008
AA, Business Administration and Accounting
Stages Learning Materials July 2011 - Present
Northwestern Mutual August 2009 - November 2009
BankWest May 2009 - June 2009
Education
University of Southern California - Marshall School of Business 2008 — 2011
BS, Finance and Accounting
Foothill College 2006 — 2008
AA, Business Administration and Accounting
Dimitris Giannios's Northwestern Mutual Experience New York Yankees AmbassadorNew York YankeesApril 2009 - November 2009
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual New York Yankees AmbassadorNew York YankeesApril 2009 - November 2009
Education
Fordham University 2004 — 2008
Bachelor's Degree in Business Administration, Concentration in Finance, Minor in Marketing
Xavier High School 2000 — 2004
Northwestern Mutual New York Yankees AmbassadorNew York YankeesApril 2009 - November 2009
Education
Fordham University 2004 — 2008
Bachelor's Degree in Business Administration, Concentration in Finance, Minor in Marketing
Xavier High School 2000 — 2004
Shawn Cordner's Northwestern Mutual Experience September 2011 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2011 - Present
Education
Florida State University 2005 — 2009
Bachelor of Arts, Politcal Science
Northwestern Mutual September 2011 - Present
Education
Florida State University 2005 — 2009
Bachelor of Arts, Politcal Science
Thomas Arnst's Northwestern Mutual Experience May 2012 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2012 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media
Education
Florida State University 2009 — 2013
Finance, General
Northwestern Mutual May 2012 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media
Education
Florida State University 2009 — 2013
Finance, General
Michael W. Elser's Northwestern Mutual Experience September 2013 - Present
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2013 - Present
Elser Investment Group April 1999 - August 2013
Skills
Series 7, Series 63, Securities, Retirement Planning, Retirement, Portfolio Management, Financial Modeling, Strategic Financial..., Financial Planning, Trading, Wealth Management, Investments
Education
Johnson and Wales University 1994 — 1999
Bachelor's degree, Business Administration and Management, General
Florida State University 1997 — 1998
Northwestern Mutual September 2013 - Present
Elser Investment Group April 1999 - August 2013
Skills
Series 7, Series 63, Securities, Retirement Planning, Retirement, Portfolio Management, Financial Modeling, Strategic Financial..., Financial Planning, Trading, Wealth Management, Investments
Education
Johnson and Wales University 1994 — 1999
Bachelor's degree, Business Administration and Management, General
Florida State University 1997 — 1998
Wells Fargo
Fidelity Investments
U.S. Bank
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank