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
Ronnie Hubbard Ronnie Hubbard's Northwestern Mutual Experience March 2012 - December 2012
Job Retail Sales Consultant at AT&T Mobility
Industry Telecommunications
Experience
AT&T Mobility 2012 - Present
Northwestern Mutual March 2012 - December 2012
Sam's Club June 2002 - March 2012
Skills
Leadership, Customer Service, Customer Satisfaction, Customer Experience, Microsoft Office, Customer Retention, Compliance, Microsoft Excel, Management, Time Management, Sales, PowerPoint, Public Speaking, Microsoft Word, Team Building, Training, Social Media, Marketing, Team Leadership, Event Planning, Social Networking, Teamwork, Environmental Compliance, Mobile Technology
Education
Franklin University 2014 — 2015
Bachelor's Degree, Business Administration and Management, General, 3.8 GPA
Kent State University 2010 — 2012
Visual Communication Design, Digital Arts
Ohio State University-Mansfield Campus 2004 — 2007
Associate of Arts (AA), Business Administration and Management, General
AT&T Mobility 2012 - Present
Northwestern Mutual March 2012 - December 2012
Sam's Club June 2002 - March 2012
Skills
Leadership, Customer Service, Customer Satisfaction, Customer Experience, Microsoft Office, Customer Retention, Compliance, Microsoft Excel, Management, Time Management, Sales, PowerPoint, Public Speaking, Microsoft Word, Team Building, Training, Social Media, Marketing, Team Leadership, Event Planning, Social Networking, Teamwork, Environmental Compliance, Mobile Technology
Education
Franklin University 2014 — 2015
Bachelor's Degree, Business Administration and Management, General, 3.8 GPA
Kent State University 2010 — 2012
Visual Communication Design, Digital Arts
Ohio State University-Mansfield Campus 2004 — 2007
Associate of Arts (AA), Business Administration and Management, General
Tammy Barton Tammy Barton's Northwestern Mutual Experience July 2009 - July 2014
Job Owner of Dream With Your Eyes Open.Photography
Industry Photography
Experience
Dream With Your Eyes Open Photography July 2014 - Present
Northwestern Mutual July 2009 - July 2014
CMB Fleet Services June 1999 - May 2007
Travel Agent-Self Employed January 1995 - June 1999
Skills
Time Management, Marketing, Management, Outlook, Accounts Payable, Microsoft Excel, Microsoft Word, Accounting, Account Reconciliation, Sales, Account Receivables, Customer Service, Customer Relations, QuickBooks, Photography, Social Media, Social Networking, Photoshop, Leadership, Public Speaking
Education
Fort Lewis College
Dream With Your Eyes Open Photography July 2014 - Present
Northwestern Mutual July 2009 - July 2014
CMB Fleet Services June 1999 - May 2007
Travel Agent-Self Employed January 1995 - June 1999
Skills
Time Management, Marketing, Management, Outlook, Accounts Payable, Microsoft Excel, Microsoft Word, Accounting, Account Reconciliation, Sales, Account Receivables, Customer Service, Customer Relations, QuickBooks, Photography, Social Media, Social Networking, Photoshop, Leadership, Public Speaking
Education
Fort Lewis College
Sean Scotney Sean Scotney's Northwestern Mutual Experience 2003 - 2010
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2012 - Present
INTRUST Bank March 2011 - July 2012
Northwestern Mutual 2003 - 2010
JB Hunt Transport Services, Inc. 2001 - 2003
Rail Van 1996 - 2001
United States Army November 1994 - November 2000
Skills
Strategic Financial..., Retirement Planning, Investments, Customer Service, Series 7, Marketing, Sales, Asset Managment, Team Building, Portfolio Management, Finance, Wealth Management, Fixed Annuities, Team Leadership, Retirement, Public Speaking, Management, Leadership, Financial Analysis, Financial Services, Insurance
Education
Franklin University 1996 — 1999
B.S., Marketing
Taylor University 1993 — 1994
Edward Jones July 2012 - Present
INTRUST Bank March 2011 - July 2012
Northwestern Mutual 2003 - 2010
JB Hunt Transport Services, Inc. 2001 - 2003
Rail Van 1996 - 2001
United States Army November 1994 - November 2000
Skills
Strategic Financial..., Retirement Planning, Investments, Customer Service, Series 7, Marketing, Sales, Asset Managment, Team Building, Portfolio Management, Finance, Wealth Management, Fixed Annuities, Team Leadership, Retirement, Public Speaking, Management, Leadership, Financial Analysis, Financial Services, Insurance
Education
Franklin University 1996 — 1999
B.S., Marketing
Taylor University 1993 — 1994
Haily Tran Haily Tran's Northwestern Mutual Experience April 2015 - Present
Job Business Operations Associate at Northwestern Mutual
Industry Entertainment
Experience
Northwestern Mutual April 2015 - Present
Northwestern Mutual July 2014 - April 2015
Northwestern Mutual April 2014 - July 2014
City Year January 2014 - March 2014
Skills
English, Analytical Skills, Passionate about work, Work Hardening, Communication, Organizational, Time Management, Organizational Structure, Creativity, Mathematics, Customer Service, Investments, Netx360, Leadership, Microsoft Word, Excel,..., Morningstar, Personal Planning..., Variable Annuties..., Technology Management
Education
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (B.A.), Business Economics, 3.61/3.65
Fullerton College 2011 — 2013
Associate of Arts (A.A.) (Hons), Business Administration and Management, General, 4.0/4.0
Northwestern Mutual April 2015 - Present
Northwestern Mutual July 2014 - April 2015
Northwestern Mutual April 2014 - July 2014
City Year January 2014 - March 2014
Skills
English, Analytical Skills, Passionate about work, Work Hardening, Communication, Organizational, Time Management, Organizational Structure, Creativity, Mathematics, Customer Service, Investments, Netx360, Leadership, Microsoft Word, Excel,..., Morningstar, Personal Planning..., Variable Annuties..., Technology Management
Education
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (B.A.), Business Economics, 3.61/3.65
Fullerton College 2011 — 2013
Associate of Arts (A.A.) (Hons), Business Administration and Management, General, 4.0/4.0
Ronald Bruce's Northwestern Mutual Experience June 2014 - March 2015
Job Business Student Financial Analysis
Industry Financial Services
Experience
The University of Texas at El Paso August 2014 - Present
Northwestern Mutual June 2014 - March 2015
US Army June 2005 - September 2014
734th EOD Co 2011 - 2014
Skills
Program Management, Military, Strategic Planning, Government, Leadership, Microsoft Office, Leadership Development, Security Clearance, Army, Afghanistan, Explosive Ordnance..., EOD, Training, Satellite Communications, Ordnance, Operations Management, Team Building, Project Planning, Military Experience, Military Operations, Process Improvement, Operational Planning, Public Speaking, DoD, Community Outreach, PowerPoint, Force Protection, National Security, Microsoft Word, Military Training, Weapons, Top Secret, Microsoft Excel, Security, Policy
Education
The University of Texas at El Paso 2014 — 2017
Bachelor's Degree, Business Administration specializing in Financial Analysis, >3.5 GPA
John C Calhoun State Community College 2008 — 2009
General Studies
Frederick Community College 2003 — 2003
The University of Texas at El Paso August 2014 - Present
Northwestern Mutual June 2014 - March 2015
US Army June 2005 - September 2014
734th EOD Co 2011 - 2014
Skills
Program Management, Military, Strategic Planning, Government, Leadership, Microsoft Office, Leadership Development, Security Clearance, Army, Afghanistan, Explosive Ordnance..., EOD, Training, Satellite Communications, Ordnance, Operations Management, Team Building, Project Planning, Military Experience, Military Operations, Process Improvement, Operational Planning, Public Speaking, DoD, Community Outreach, PowerPoint, Force Protection, National Security, Microsoft Word, Military Training, Weapons, Top Secret, Microsoft Excel, Security, Policy
Education
The University of Texas at El Paso 2014 — 2017
Bachelor's Degree, Business Administration specializing in Financial Analysis, >3.5 GPA
John C Calhoun State Community College 2008 — 2009
General Studies
Frederick Community College 2003 — 2003
Kristen Goodnight's Northwestern Mutual Experience March 2014 - September 2014
Job Domestic Engineer
Industry Human Resources
Experience
House of Goodnights June 2015 - Present
MassMutual Brokerage Services December 2014 - June 2015
Northwestern Mutual March 2014 - September 2014
Forest Laboratories May 2012 - October 2013
Pfizer May 2010 - March 2011
Merck April 2006 - April 2009
FHSU Career Services September 2002 - April 2006
Skills
Cardiology, Coaching, Customer Service, Event Planning, Leadership, Sales, Strategic Planning, Team Building, Pharmaceutical Sales, Marketing Strategy
Education
Fort Hays State University 2003 — 2005
Master of Liberal Studies, Human Resource Management
Fort Hays State University 1997 — 2000
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
House of Goodnights June 2015 - Present
MassMutual Brokerage Services December 2014 - June 2015
Northwestern Mutual March 2014 - September 2014
Forest Laboratories May 2012 - October 2013
Pfizer May 2010 - March 2011
Merck April 2006 - April 2009
FHSU Career Services September 2002 - April 2006
Skills
Cardiology, Coaching, Customer Service, Event Planning, Leadership, Sales, Strategic Planning, Team Building, Pharmaceutical Sales, Marketing Strategy
Education
Fort Hays State University 2003 — 2005
Master of Liberal Studies, Human Resource Management
Fort Hays State University 1997 — 2000
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Colin Ely Colin Ely's Northwestern Mutual Experience May 2013 - August 2013
Job Event Manager at Pattison Sports Group
Industry Fine Art
Experience
Pattison Sports Group April 2014 - Present
Unionville Chadds Ford School District November 2012 - Present
Environmental Design & Research, Landscape Architecture and Engineering, P.C. (EDR) August 2013 - November 2013
Northwestern Mutual May 2013 - August 2013
Franklin & Marshall College August 2011 - May 2012
Franklin & Marshall collegeLancaster August 2010 - May 2011
Facilities & Operations at Franklin & Marshall 2011 - 2011
Hollinger Ely Labor June 2009 - August 2009
Vector Marketing June 2009 - July 2009
Floga Bistro May 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Research, Community Outreach, Public Speaking, Social Media, Microsoft Excel, Drawing, Figure Drawing, Sports, Photography, Fundraising, Event Planning, Editing, Sales, Microsoft Word
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Anthropology
Unionville High School 2003 — 2008
Pattison Sports Group April 2014 - Present
Unionville Chadds Ford School District November 2012 - Present
Environmental Design & Research, Landscape Architecture and Engineering, P.C. (EDR) August 2013 - November 2013
Northwestern Mutual May 2013 - August 2013
Franklin & Marshall College August 2011 - May 2012
Franklin & Marshall collegeLancaster August 2010 - May 2011
Facilities & Operations at Franklin & Marshall 2011 - 2011
Hollinger Ely Labor June 2009 - August 2009
Vector Marketing June 2009 - July 2009
Floga Bistro May 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Research, Community Outreach, Public Speaking, Social Media, Microsoft Excel, Drawing, Figure Drawing, Sports, Photography, Fundraising, Event Planning, Editing, Sales, Microsoft Word
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Anthropology
Unionville High School 2003 — 2008
Brian Engelhardt's Northwestern Mutual Experience January 2015 - Present
Job Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
Hansons Grill and Tavern August 2010 - December 2014
Education
Fort Lewis College 2005 — 2010
Bachelor of Arts (BA), Kinesiology and Exercise Science
Northwestern Mutual January 2015 - Present
Hansons Grill and Tavern August 2010 - December 2014
Education
Fort Lewis College 2005 — 2010
Bachelor of Arts (BA), Kinesiology and Exercise Science
Megan Collard's Northwestern Mutual Experience November 2013 - May 2014
Job Administrative Coordinator
Industry Religious Institutions
Experience
Law Office October 2014 - Present
Cowell Chiropractic June 2014 - September 2014
Palomar Christian Conference Center May 2014 - June 2014
Northwestern Mutual November 2013 - May 2014
Grace Fellowship Church August 2013 - May 2014
Vanguard University August 2013 - December 2013
95.9 The Fish March 2013 - November 2013
Vanguard University August 2012 - May 2013
Victoria's Secret November 2011 - May 2012
Regal Entertainment Group October 2008 - June 2011
Skills
Customer Service, Computers, Money, Interactive, Event Planning, Public Speaking, Social Networking, PowerPoint, Community Outreach, Nonprofits, Social Media, Fundraising, Editing, Research, Blogging, Microsoft Word, Volunteer Management, Teaching, Microsoft Office, Youth Mentoring, Photography, Facebook, Data Entry, Networking, Press Releases, Filing, Office Administration, Event Management, Public Relations
Education
Vanguard University of Southern California 2011 — 2013
Bachelor's degree, Religion/Religious Studies
Fullerton College 2009 — 2011
Associate's degree, Sociology
Law Office October 2014 - Present
Cowell Chiropractic June 2014 - September 2014
Palomar Christian Conference Center May 2014 - June 2014
Northwestern Mutual November 2013 - May 2014
Grace Fellowship Church August 2013 - May 2014
Vanguard University August 2013 - December 2013
95.9 The Fish March 2013 - November 2013
Vanguard University August 2012 - May 2013
Victoria's Secret November 2011 - May 2012
Regal Entertainment Group October 2008 - June 2011
Skills
Customer Service, Computers, Money, Interactive, Event Planning, Public Speaking, Social Networking, PowerPoint, Community Outreach, Nonprofits, Social Media, Fundraising, Editing, Research, Blogging, Microsoft Word, Volunteer Management, Teaching, Microsoft Office, Youth Mentoring, Photography, Facebook, Data Entry, Networking, Press Releases, Filing, Office Administration, Event Management, Public Relations
Education
Vanguard University of Southern California 2011 — 2013
Bachelor's degree, Religion/Religious Studies
Fullerton College 2009 — 2011
Associate's degree, Sociology
Christian Beaulieu's Northwestern Mutual Experience January 2013 - April 2013
Job Student at Fordham University
Industry Financial Services
Experience
Moab Oil, Inc August 2014 - Present
RisCassi & Davis, P.C. June 2014 - August 2014
Fordham University January 2012 - October 2013
Northwestern Mutual January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Accounting, Research, Corporate Finance, Public Speaking, English, Finance, Data Analysis, Leadership, Valuation, Economics, Time Management, Social Media, Statistics, Financial Modeling, Customer Service
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Major: Business Administration. Minor: Philosophy. Concentration: Finance, Sports Business.
Universidad de Granada
Spanish Immersion
Holy Cross High School 2006 — 2010
Moab Oil, Inc August 2014 - Present
RisCassi & Davis, P.C. June 2014 - August 2014
Fordham University January 2012 - October 2013
Northwestern Mutual January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Accounting, Research, Corporate Finance, Public Speaking, English, Finance, Data Analysis, Leadership, Valuation, Economics, Time Management, Social Media, Statistics, Financial Modeling, Customer Service
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Major: Business Administration. Minor: Philosophy. Concentration: Finance, Sports Business.
Universidad de Granada
Spanish Immersion
Holy Cross High School 2006 — 2010
Jamey Ross Jamey Ross's Northwestern Mutual Experience April 2014 - January 2015
Job Income Protection Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2015 - Present
Northwestern Mutual April 2014 - January 2015
Skills
Insurance, Retirement Planning, Strategic Financial..., Sales, Customer Service, Long-term Care, Social Media, Marketing, Microsoft Office, Public Speaking, Long Term Relationship..., Strategic Planning, Business Strategy, Management, Social Media Marketing
Education
Front Range Community College 2011 — 2014
Associate of Arts (A.A.), Business Administration and Management, General
MassMutual Financial Group January 2015 - Present
Northwestern Mutual April 2014 - January 2015
Skills
Insurance, Retirement Planning, Strategic Financial..., Sales, Customer Service, Long-term Care, Social Media, Marketing, Microsoft Office, Public Speaking, Long Term Relationship..., Strategic Planning, Business Strategy, Management, Social Media Marketing
Education
Front Range Community College 2011 — 2014
Associate of Arts (A.A.), Business Administration and Management, General
Kristy Laufer-Nelson, MSOD, SPHR's Northwestern Mutual Experience October 2009 - August 2010
Job Organization Development Consultant at Koch Industries Flint Hills Resources
Industry Oil & Energy
Experience
Koch Industries - Flint Hills Resources June 2013 - Present
Koch Industries - Koch Supply & Trading, LP September 2011 - June 2013
MASSCO, INC. September 2010 - September 2011
Examiner.com July 2009 - September 2011
Northwestern Mutual October 2009 - August 2010
Delta Dental of Kansas February 2007 - January 2009
Royal Caribbean International February 2002 - February 2007
Royal Caribbean International November 1999 - February 2002
Education
Friends University
Master of Science
Friends University
Bachelor of Science
Wichita North 1988 — 1992
Koch Industries - Flint Hills Resources June 2013 - Present
Koch Industries - Koch Supply & Trading, LP September 2011 - June 2013
MASSCO, INC. September 2010 - September 2011
Examiner.com July 2009 - September 2011
Northwestern Mutual October 2009 - August 2010
Delta Dental of Kansas February 2007 - January 2009
Royal Caribbean International February 2002 - February 2007
Royal Caribbean International November 1999 - February 2002
Education
Friends University
Master of Science
Friends University
Bachelor of Science
Wichita North 1988 — 1992
Stevanna Hochenberger Stevanna Hochenberger's Northwestern Mutual Experience January 2015 - Present
Job Investment Operations Assistant at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
Northwestern Mutual January 2013 - December 2014
Northwestern Mutual October 2012 - December 2012
Bopst Family August 2011 - July 2012
James Madison University Parent Relations October 2008 - May 2011
Millen White Zelano & Branigan May 2008 - January 2009
James Madison University 2009 - 2009
Skills
Customer Service, Microsoft Office, Google Docs, Research, Public Speaking, Time Management, Travel Planning, Event Planning, Social Media, Childcare, Data Entry, Database Administration, Social Media Marketing
Education
James Madison University 2007 — 2011
Bachelor of Arts (BA), International Affairs, German, Modern European Studies
Freie Universität Berlin 2010 — 2010
International Relations and Affairs
Northwestern Mutual January 2015 - Present
Northwestern Mutual January 2013 - December 2014
Northwestern Mutual October 2012 - December 2012
Bopst Family August 2011 - July 2012
James Madison University Parent Relations October 2008 - May 2011
Millen White Zelano & Branigan May 2008 - January 2009
James Madison University 2009 - 2009
Skills
Customer Service, Microsoft Office, Google Docs, Research, Public Speaking, Time Management, Travel Planning, Event Planning, Social Media, Childcare, Data Entry, Database Administration, Social Media Marketing
Education
James Madison University 2007 — 2011
Bachelor of Arts (BA), International Affairs, German, Modern European Studies
Freie Universität Berlin 2010 — 2010
International Relations and Affairs
Jessica Hintze's Northwestern Mutual Experience May 2011 - July 2011
Job Outreach Coordinator at Project Yes! Aspiring Yoga Instructor & JD Candidate Denver Sturm College of Law
Industry Management Consulting
Experience
Direct Transition LLC January 2014 - Present
Project Yes! February 2015 - May 2015
Right Choice Millwork June 2014 - December 2014
New Metta Yoga Studio October 2013 - July 2014
Uhaul March 2013 - March 2014
MassMutual Arizona July 2013 - October 2013
The Home Again Network, Financial Fitness Group LLC, SMB AZ LLC September 2012 - July 2013
Scottsdale Community College October 2011 - June 2012
Northwestern Mutual May 2011 - July 2011
Department of Veterans Affairs, Phoenix VA Healthcare System January 2010 - May 2010
Skills
Arizona Insurance..., Government, Data Analysis, Analysis, Fundraising, Public Relations, Insurance, Nonprofits, Training, Leadership, Sales
Education
Front Range Community College 2015 — 2015
Yoga 200L Teaching Certification, Yoga Teacher Training/Yoga Therapy, Paralegal
Kaplan University 2013 — 2015
December 2013,148, LSAT Preparation, December 2013: 148
Arizona State University, W. P. Carey School of Business 2010 — 2013
Bachelor of Arts (B.A.), Business/Corporate Communications, Graduate/Alumni
Scottsdale Community College 2010 — 2012
Associate in Business, Business, Graduate/Alumni
Phoenix College 2001 — 2010
Business
Northern Arizona University 2002 — 2003
Communication and Media Studies
Gateway Community College 2001 — 2002
Marketing
MiraCosta College
Psychology, Business
Palomar College
Real Estate
University of Maryland College Park
Business
Direct Transition LLC January 2014 - Present
Project Yes! February 2015 - May 2015
Right Choice Millwork June 2014 - December 2014
New Metta Yoga Studio October 2013 - July 2014
Uhaul March 2013 - March 2014
MassMutual Arizona July 2013 - October 2013
The Home Again Network, Financial Fitness Group LLC, SMB AZ LLC September 2012 - July 2013
Scottsdale Community College October 2011 - June 2012
Northwestern Mutual May 2011 - July 2011
Department of Veterans Affairs, Phoenix VA Healthcare System January 2010 - May 2010
Skills
Arizona Insurance..., Government, Data Analysis, Analysis, Fundraising, Public Relations, Insurance, Nonprofits, Training, Leadership, Sales
Education
Front Range Community College 2015 — 2015
Yoga 200L Teaching Certification, Yoga Teacher Training/Yoga Therapy, Paralegal
Kaplan University 2013 — 2015
December 2013,148, LSAT Preparation, December 2013: 148
Arizona State University, W. P. Carey School of Business 2010 — 2013
Bachelor of Arts (B.A.), Business/Corporate Communications, Graduate/Alumni
Scottsdale Community College 2010 — 2012
Associate in Business, Business, Graduate/Alumni
Phoenix College 2001 — 2010
Business
Northern Arizona University 2002 — 2003
Communication and Media Studies
Gateway Community College 2001 — 2002
Marketing
MiraCosta College
Psychology, Business
Palomar College
Real Estate
University of Maryland College Park
Business
Christine Honeygosky's Northwestern Mutual Experience January 2012 - April 2012
Job Emerson Network Power Operations
Industry Marketing and Advertising
Experience
Home Care Assistance September 2014 - April 2015
ICEbox Solutions LLC April 2012 - September 2014
Northwestern Mutual January 2012 - April 2012
Columbus Chamber August 2008 - March 2012
OPENonline 2007 - 2008
ThompsonHine LLP 2001 - 2002
PricewaterhouseCoopers 1998 - 2001
Ohio General Assembly 1985 - 1998
Skills
Client Loyalty, Corporate Trust, media relations, Program Management, Process Management, Corporate Branding, Corporate Communications, Presentation Development, Proposal Management, Business Relationship..., Business Management, New Business Development, Business Process, Building Relationships, Relationship Development, Relationship Cultivation, Client Relationship..., Inter-personal, Long-term Customer..., Event Management, Media Relations, Management, CRM, Proposal Writing, Analysis, Marketing, Marketing Strategy, Social Media Marketing, Account Management, Public Relations, Team Building, Training, Project Management, Strategic Planning, Direct Marketing, Advertising, Social Networking, Sales, Social Media, Public Speaking, Event Planning, Marketing Communications, Online Advertising, Leadership, Strategy, Fundraising, Business Development, Leadership Development, Customer Service, Newsletters
Education
Franklin University 1986 — 1990
Bachelor, Public Administration
Bishop Hartley 1976 — 1980
Home Care Assistance September 2014 - April 2015
ICEbox Solutions LLC April 2012 - September 2014
Northwestern Mutual January 2012 - April 2012
Columbus Chamber August 2008 - March 2012
OPENonline 2007 - 2008
ThompsonHine LLP 2001 - 2002
PricewaterhouseCoopers 1998 - 2001
Ohio General Assembly 1985 - 1998
Skills
Client Loyalty, Corporate Trust, media relations, Program Management, Process Management, Corporate Branding, Corporate Communications, Presentation Development, Proposal Management, Business Relationship..., Business Management, New Business Development, Business Process, Building Relationships, Relationship Development, Relationship Cultivation, Client Relationship..., Inter-personal, Long-term Customer..., Event Management, Media Relations, Management, CRM, Proposal Writing, Analysis, Marketing, Marketing Strategy, Social Media Marketing, Account Management, Public Relations, Team Building, Training, Project Management, Strategic Planning, Direct Marketing, Advertising, Social Networking, Sales, Social Media, Public Speaking, Event Planning, Marketing Communications, Online Advertising, Leadership, Strategy, Fundraising, Business Development, Leadership Development, Customer Service, Newsletters
Education
Franklin University 1986 — 1990
Bachelor, Public Administration
Bishop Hartley 1976 — 1980
Brandee Wyzlic Brandee Wyzlic's Northwestern Mutual Experience 2013 - Present
Job
Industry Financial Services
Experience
Northwestern Mutual 2013 - Present
Shore Morgan Young Wealth Strategies 2003 - 2013
Education
Franklin University
Bachelor of Science (BS), Marketing
University of Toledo
Business / Accounting
Northwestern Mutual 2013 - Present
Shore Morgan Young Wealth Strategies 2003 - 2013
Education
Franklin University
Bachelor of Science (BS), Marketing
University of Toledo
Business / Accounting
Shikha Soni Shikha Soni's Northwestern Mutual Experience January 2011 - July 2011
Job Merchandise Allocator, Men's at rag & bone
Industry Apparel & Fashion
Experience
rag & bone September 2014 - Present
Steven Alan 2013 - September 2014
Mary Kay Cosmetics May 2010 - January 2014
RICKY'S NYC September 2012 - December 2012
MTV Networks January 2012 - April 2012
MTV Networks September 2011 - December 2011
Northwestern Mutual January 2011 - July 2011
Fordham University September 2009 - May 2010
Skills
Microsoft Office, Advertising, Leadership, Marketing, PowerPoint development, Social Media Blogging, Writing, Art, Cosmetics, Event Planning, Facebook, PowerPoint, Customer Service, Social Networking, Finance, Analysis, Retail
Education
Fordham University 2009 — 2013
Bachelor's of Science, Finance and Marketing
rag & bone September 2014 - Present
Steven Alan 2013 - September 2014
Mary Kay Cosmetics May 2010 - January 2014
RICKY'S NYC September 2012 - December 2012
MTV Networks January 2012 - April 2012
MTV Networks September 2011 - December 2011
Northwestern Mutual January 2011 - July 2011
Fordham University September 2009 - May 2010
Skills
Microsoft Office, Advertising, Leadership, Marketing, PowerPoint development, Social Media Blogging, Writing, Art, Cosmetics, Event Planning, Facebook, PowerPoint, Customer Service, Social Networking, Finance, Analysis, Retail
Education
Fordham University 2009 — 2013
Bachelor's of Science, Finance and Marketing
Grace Herpel's Northwestern Mutual Experience November 2013 - October 2014
Job Talk Programming Coordinator
Industry Broadcast Media
Experience
Sirius XM Radio Inc. October 2014 - Present
Northwestern Mutual November 2013 - October 2014
Sirius XM Radio Inc. August 2013 - November 2013
Sirius XM Radio Inc. May 2013 - August 2013
EPIC Pharmacies, Inc. Deep Creek Pharmacy & Tri-Towns Pharmacy November 2009 - May 2013
Garrett Mentor's Inc. September 2009 - May 2013
Sirius XM Radio Inc. June 2012 - August 2012
Maryland School for the Blind-Blind Skier Program January 2012 - March 2012
Skills
Final Cut Pro, Radio Producing, Radio Broadcasting, Video Production, Audio Editing, Radio, Video Editing, Television, Radio Host, Voice Over, Facebook, Social Networking, Social Media, Sound Editing, Interviews, Public Relations, Digital Media, Web Content, Dalet, Music, News Writing
Education
Frostburg State University 2009 — 2013
Bachelor's of Science, Mass Communication/Media Studies, Senior
Northern Garrett High School 2005 — 2009
Sirius XM Radio Inc. October 2014 - Present
Northwestern Mutual November 2013 - October 2014
Sirius XM Radio Inc. August 2013 - November 2013
Sirius XM Radio Inc. May 2013 - August 2013
EPIC Pharmacies, Inc. Deep Creek Pharmacy & Tri-Towns Pharmacy November 2009 - May 2013
Garrett Mentor's Inc. September 2009 - May 2013
Sirius XM Radio Inc. June 2012 - August 2012
Maryland School for the Blind-Blind Skier Program January 2012 - March 2012
Skills
Final Cut Pro, Radio Producing, Radio Broadcasting, Video Production, Audio Editing, Radio, Video Editing, Television, Radio Host, Voice Over, Facebook, Social Networking, Social Media, Sound Editing, Interviews, Public Relations, Digital Media, Web Content, Dalet, Music, News Writing
Education
Frostburg State University 2009 — 2013
Bachelor's of Science, Mass Communication/Media Studies, Senior
Northern Garrett High School 2005 — 2009
Dan Klimkowski Dan Klimkowski's Northwestern Mutual Experience December 2009 - August 2012
Job Founder of Recycling Furniture and Brand Ambassador at various experiential marketing companies
Industry Marketing and Advertising
Experience
various advertising agencies April 2006 - Present
Recycling Furniture May 2011 - Present
Northwestern Mutual December 2009 - August 2012
Education
Fordham University 2008 — 2012
Bachelor's degree, Business Adminstration, dual concentration in marketing and finance
various advertising agencies April 2006 - Present
Recycling Furniture May 2011 - Present
Northwestern Mutual December 2009 - August 2012
Education
Fordham University 2008 — 2012
Bachelor's degree, Business Adminstration, dual concentration in marketing and finance
Harrison Eng's Northwestern Mutual Experience June 2014 - July 2014
Job Graduate Student
Industry Financial Services
Experience
Bloomberg LP May 2015 - August 2015
Northwestern Mutual June 2014 - July 2014
Four Block Foundation June 2013 - June 2014
United States Marine Corps 2009 - 2012
United States Marine Corps 2008 - 2012
United States Marine Corps 2007 - 2009
Skills
Military, Military Experience, Leadership, Military Operations, Management, Research, Analysis, Time Management, Risk Management, Operational Planning, Intelligence, Security, Military Training, Data Analysis, Report Writing, Team-oriented, Teamwork, Risk Assessment, Analytics, Building Relationships, Databases, Consulting, Project Management, Supervisory Experience, Team Leadership, Forensic Analysis, Data Mining, Communication, Digital Forensics, Strategic Planning, PowerPoint, Network Forensics, Leadership Development, Organizational..., Geospatial Data, Data Modeling
Education
Fordham University Graduate School of Arts and Sciences 2015 — 2016
Master of Arts (M.A.), Economics
Fordham University 2012 — 2015
Bachelor's degree, Economics & Philosophy
Bloomberg LP May 2015 - August 2015
Northwestern Mutual June 2014 - July 2014
Four Block Foundation June 2013 - June 2014
United States Marine Corps 2009 - 2012
United States Marine Corps 2008 - 2012
United States Marine Corps 2007 - 2009
Skills
Military, Military Experience, Leadership, Military Operations, Management, Research, Analysis, Time Management, Risk Management, Operational Planning, Intelligence, Security, Military Training, Data Analysis, Report Writing, Team-oriented, Teamwork, Risk Assessment, Analytics, Building Relationships, Databases, Consulting, Project Management, Supervisory Experience, Team Leadership, Forensic Analysis, Data Mining, Communication, Digital Forensics, Strategic Planning, PowerPoint, Network Forensics, Leadership Development, Organizational..., Geospatial Data, Data Modeling
Education
Fordham University Graduate School of Arts and Sciences 2015 — 2016
Master of Arts (M.A.), Economics
Fordham University 2012 — 2015
Bachelor's degree, Economics & Philosophy
Chris McDougal, PRMA Chris McDougal, PRMA's Northwestern Mutual Experience February 2014 - June 2014
Job Communications Executive at Just Marketing, Inc.
Industry Marketing and Advertising
Experience
Just Marketing, Inc. July 2015 - Present
Just Marketing International June 2014 - Present
Northwestern Mutual February 2014 - June 2014
Ray's Trash Service July 2012 - February 2014
Full Sail University 2013 - 2014
Wabash College August 2008 - August 2012
Just Marketing International May 2010 - September 2010
Championship Auto Racing Auxiliary (CARA) May 2009 - May 2010
Skills
Social Media, Microsoft Excel, PowerPoint, Public Speaking, Marketing, Sports, Research, Microsoft Word, Microsoft Office, Event Planning, Photoshop, Advertising, Public Relations, Strategic Planning, New Business Development, Account Management, Sales, Customer Service, Marketing Strategy, Time Management, Management, Facebook, Social Networking, Teamwork, Marketing Communications, Email Marketing, Social Media Marketing
Education
Full Sail University 2013 — 2014
Master of Arts (MA), Public Relations/Image Management
Wabash College 2008 — 2012
Bachelor of Arts, Speech Communication and Rhetoric
Northrop High school
Northrop High school
Just Marketing, Inc. July 2015 - Present
Just Marketing International June 2014 - Present
Northwestern Mutual February 2014 - June 2014
Ray's Trash Service July 2012 - February 2014
Full Sail University 2013 - 2014
Wabash College August 2008 - August 2012
Just Marketing International May 2010 - September 2010
Championship Auto Racing Auxiliary (CARA) May 2009 - May 2010
Skills
Social Media, Microsoft Excel, PowerPoint, Public Speaking, Marketing, Sports, Research, Microsoft Word, Microsoft Office, Event Planning, Photoshop, Advertising, Public Relations, Strategic Planning, New Business Development, Account Management, Sales, Customer Service, Marketing Strategy, Time Management, Management, Facebook, Social Networking, Teamwork, Marketing Communications, Email Marketing, Social Media Marketing
Education
Full Sail University 2013 — 2014
Master of Arts (MA), Public Relations/Image Management
Wabash College 2008 — 2012
Bachelor of Arts, Speech Communication and Rhetoric
Northrop High school
Northrop High school
Dustin (Video) Robins's Northwestern Mutual Experience October 2006 - January 2007
Job CEO @ SEOVOD.com | Videographer, Online Video Producer, Social Media, Marketing Strategist, Video SEO, YouTube, Branding
Industry Internet
Experience
Corporate Traditions July 2015 - Present
SEOVOD December 2010 - Present
Adobe Systems February 2011 - December 2011
Moreton & Company May 2008 - February 2011
The Martin Worley Group January 2007 - April 2008
Westminster College October 2007 - December 2007
Northwestern Mutual October 2006 - January 2007
Bureau of Land Management April 2004 - August 2005
Skills
Online Marketing, SEO, Social Media Marketing, PPC, Social Media, Online Advertising, Marketing Strategy, Web Marketing, YouTube, Video Production, Corporate Videos, Analytics, Start-ups, Lead Generation, Landing Page..., Video, E-commerce, Online Video, Videography, Facebook, Omniture, Email Marketing, Search Advertising, Internet Strategy, HTML, Web Analytics, Keyword Research, Google Adwords, Google Analytics, Conversion Optimization, Niche Marketing, Film Production, Adobe Creative Suite, Mobile Marketing, Organic Search, Affiliate Marketing, Online Reputation..., Premiere, Web Video, A/B testing, Link Building, Film Editing, Marketing Consulting, Adobe Premiere, YouTube Marketing, Video SEO, LinkedIn, Marketing, Management, Strategy
Education
Full Sail University 2010 — 2011
Master's of Internet Marketing, Internet Marketing
Westminster College 2006 — 2008
Financial Services, Finance
Snow College 2004 — 2006
Associates of Science, Business
Millard High 1998 — 2001
High School, Honor Roll
Corporate Traditions July 2015 - Present
SEOVOD December 2010 - Present
Adobe Systems February 2011 - December 2011
Moreton & Company May 2008 - February 2011
The Martin Worley Group January 2007 - April 2008
Westminster College October 2007 - December 2007
Northwestern Mutual October 2006 - January 2007
Bureau of Land Management April 2004 - August 2005
Skills
Online Marketing, SEO, Social Media Marketing, PPC, Social Media, Online Advertising, Marketing Strategy, Web Marketing, YouTube, Video Production, Corporate Videos, Analytics, Start-ups, Lead Generation, Landing Page..., Video, E-commerce, Online Video, Videography, Facebook, Omniture, Email Marketing, Search Advertising, Internet Strategy, HTML, Web Analytics, Keyword Research, Google Adwords, Google Analytics, Conversion Optimization, Niche Marketing, Film Production, Adobe Creative Suite, Mobile Marketing, Organic Search, Affiliate Marketing, Online Reputation..., Premiere, Web Video, A/B testing, Link Building, Film Editing, Marketing Consulting, Adobe Premiere, YouTube Marketing, Video SEO, LinkedIn, Marketing, Management, Strategy
Education
Full Sail University 2010 — 2011
Master's of Internet Marketing, Internet Marketing
Westminster College 2006 — 2008
Financial Services, Finance
Snow College 2004 — 2006
Associates of Science, Business
Millard High 1998 — 2001
High School, Honor Roll
Sarah Antony Sarah Antony's Northwestern Mutual Experience May 2015 - Present
Job College Financial Representative at Northwestern Mutual
Industry
Experience
Northwestern Mutual May 2015 - Present
Fordham Career Ambassadors May 2014 - Present
The New York Botanical Garden October 2014 - December 2014
Fordham University Residence Halls Association September 2013 - May 2014
Fordham University New Student Orientation August 2013 - August 2013
self-employed SAT tutor June 2012 - August 2012
YWCA Princeton June 2011 - August 2011
Skills
Microsoft Excel, French, Photoshop, Microsoft Word, PowerPoint, Social Media, Drawing, Google Docs, Dependable Team Player, Event Planning
Education
Fordham University 2012 — 2016
Bachelor of Arts (BA), Economics
Northwestern Mutual May 2015 - Present
Fordham Career Ambassadors May 2014 - Present
The New York Botanical Garden October 2014 - December 2014
Fordham University Residence Halls Association September 2013 - May 2014
Fordham University New Student Orientation August 2013 - August 2013
self-employed SAT tutor June 2012 - August 2012
YWCA Princeton June 2011 - August 2011
Skills
Microsoft Excel, French, Photoshop, Microsoft Word, PowerPoint, Social Media, Drawing, Google Docs, Dependable Team Player, Event Planning
Education
Fordham University 2012 — 2016
Bachelor of Arts (BA), Economics
Brady Killion Brady Killion's Northwestern Mutual Experience May 2013 - August 2014
Job Regional Sales Manager at Cobra Systems/ A1webcams
Industry Information Technology and Services
Experience
Cobra Systems/ A1webcams October 2014 - Present
Cobra Systems/ A1webcams September 2014 - October 2014
Northwestern Mutual May 2013 - August 2014
Quincy University August 2012 - May 2013
Skills
Investments, Finance, Financial Analysis, Strategic Financial..., 401k, Retirement Planning, Customer Service, Sales, Industrial Safety, Printers, Microsoft Office, Public Speaking, Teamwork, Marketing, Research, Event Planning, Social Media Marketing, Microsoft Excel, PowerPoint, Leadership, Social Media, Social Networking, Time Management, Management, Team Building, Team Leadership, Strategic Planning, Coaching
Education
Quincy University 2011 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Fullerton College 2008 — 2011
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Cobra Systems/ A1webcams October 2014 - Present
Cobra Systems/ A1webcams September 2014 - October 2014
Northwestern Mutual May 2013 - August 2014
Quincy University August 2012 - May 2013
Skills
Investments, Finance, Financial Analysis, Strategic Financial..., 401k, Retirement Planning, Customer Service, Sales, Industrial Safety, Printers, Microsoft Office, Public Speaking, Teamwork, Marketing, Research, Event Planning, Social Media Marketing, Microsoft Excel, PowerPoint, Leadership, Social Media, Social Networking, Time Management, Management, Team Building, Team Leadership, Strategic Planning, Coaching
Education
Quincy University 2011 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Fullerton College 2008 — 2011
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Dexter Martins Dexter Martins's Northwestern Mutual Experience September 2012 - December 2012
Job Junior Product Manager at Bankers Financial Corporation
Industry Financial Services
Experience
Bankers Financial Corporation 2014 - Present
Tech Data September 2013 - January 2014
Visionworks of America January 2013 - July 2013
Northwestern Mutual September 2012 - December 2012
Erie Processing May 2007 - December 2008
Skills
Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Social Media, Finance, Corporate Finance, Technical Analysis, Fundamental Analysis, International Finance, Marketing, Management, Accounting, PowerPoint, Entrepreneurship, Outlook, Sales, Access, Leadership, Event Planning, Budgets, Team Building
Education
Full Sail University 2015 — 2016
Bachelor's Degree, Music Business
University of South Florida-St. Petersburg Campus 2011 — 2013
Bachelor of Science (B.S.), Finance
St. Petersburg College 2008 — 2010
Associate's degree, Finance, General, 3.5
Bankers Financial Corporation 2014 - Present
Tech Data September 2013 - January 2014
Visionworks of America January 2013 - July 2013
Northwestern Mutual September 2012 - December 2012
Erie Processing May 2007 - December 2008
Skills
Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Social Media, Finance, Corporate Finance, Technical Analysis, Fundamental Analysis, International Finance, Marketing, Management, Accounting, PowerPoint, Entrepreneurship, Outlook, Sales, Access, Leadership, Event Planning, Budgets, Team Building
Education
Full Sail University 2015 — 2016
Bachelor's Degree, Music Business
University of South Florida-St. Petersburg Campus 2011 — 2013
Bachelor of Science (B.S.), Finance
St. Petersburg College 2008 — 2010
Associate's degree, Finance, General, 3.5
Caleb Routh Caleb Routh's Northwestern Mutual Experience December 2013 - May 2015
Job Investment Strategies & Estate Planning at MML Investor Services
Industry Financial Services
Experience
MassMutual Financial Group May 2015 - Present
Northwestern Mutual December 2013 - May 2015
Qdoba Restaurant Corporation April 2011 - October 2013
Verizon Wireless April 2009 - March 2012
Skills
Marketing Strategy, Brand Development, Marketing, Advertising, Market Planning, Business Strategy, Creative Direction, Website Development, Direct Marketing, Marketing Communications, Integrated Marketing, Email Marketing, Social Media Marketing, Digital Marketing, Product Marketing, Marketing Management, Lead Generation, Account Management, Brand Management, Sales
Education
Colorado State Univerity 2012 — 2012
Business, Marketing
Front Range Community College 2009 — 2012
Associate of Arts (A.A.), Business Administration and Management, General, sophmore
Legacy High School
MassMutual Financial Group May 2015 - Present
Northwestern Mutual December 2013 - May 2015
Qdoba Restaurant Corporation April 2011 - October 2013
Verizon Wireless April 2009 - March 2012
Skills
Marketing Strategy, Brand Development, Marketing, Advertising, Market Planning, Business Strategy, Creative Direction, Website Development, Direct Marketing, Marketing Communications, Integrated Marketing, Email Marketing, Social Media Marketing, Digital Marketing, Product Marketing, Marketing Management, Lead Generation, Account Management, Brand Management, Sales
Education
Colorado State Univerity 2012 — 2012
Business, Marketing
Front Range Community College 2009 — 2012
Associate of Arts (A.A.), Business Administration and Management, General, sophmore
Legacy High School
David Paoni David Paoni's Northwestern Mutual Experience May 2014 - September 2014
Job Student at Franciscan University of Steubenville
Industry Financial Services
Experience
Northwestern Mutual May 2014 - September 2014
Franciscan University of Steubenville November 2013 - May 2014
Franciscan University Enactus Chapter September 2013 - May 2014
Franciscan University of Steubenville April 2013 - May 2014
Skills
Licensed Life Insurance..., Disability Insurance, Long Term Care Insurance, Sound, Critical Thinking, Teamwork, Music Ministry, Analytical Skills, Bass Guitar, Presentations, Entrepreneurship, Creative Writing, Corporate Finance, People Skills, Finance, Sales, Communication, Higher Education, Statistics, Accounting, Theology, Life Insurance, Writing
Education
Franciscan University of Steubenville 2011 — 2015
Bachelor's Degree, Finance and Theology, Senior
Franciscan University of Steubenville 2011 — 2015
BS, Finance, General
Northwestern Mutual May 2014 - September 2014
Franciscan University of Steubenville November 2013 - May 2014
Franciscan University Enactus Chapter September 2013 - May 2014
Franciscan University of Steubenville April 2013 - May 2014
Skills
Licensed Life Insurance..., Disability Insurance, Long Term Care Insurance, Sound, Critical Thinking, Teamwork, Music Ministry, Analytical Skills, Bass Guitar, Presentations, Entrepreneurship, Creative Writing, Corporate Finance, People Skills, Finance, Sales, Communication, Higher Education, Statistics, Accounting, Theology, Life Insurance, Writing
Education
Franciscan University of Steubenville 2011 — 2015
Bachelor's Degree, Finance and Theology, Senior
Franciscan University of Steubenville 2011 — 2015
BS, Finance, General
Chad Brooks Chad Brooks's Northwestern Mutual Experience December 2011 - February 2012
Job Open to Networking
Industry Legal Services
Experience
Woods Oviatt Gilman LLP June 2014 - Present
Relin, Goldstein & Crane LLP July 2013 - June 2014
Enterprise Rent-A-Car August 2012 - November 2012
Nautilus Fitness Center March 2012 - August 2012
Northwestern Mutual December 2011 - February 2012
The Men's Wearhouse, Inc April 2010 - May 2011
Champion Moving and June 2005 - January 2008
Skills
Shipping, Microsoft Word, Microsoft Excel, Inventory Management, PowerPoint, Customer Service, Financial Services, Life Insurance, Health Insurance, Accident Insurance, Business, Personal Finance
Education
Edinboro University 2006 — 2011
B.S. Business Administration, Financial Services
Fordham University 2005 — 2006
B.S, Business Administration; Accounting
Woods Oviatt Gilman LLP June 2014 - Present
Relin, Goldstein & Crane LLP July 2013 - June 2014
Enterprise Rent-A-Car August 2012 - November 2012
Nautilus Fitness Center March 2012 - August 2012
Northwestern Mutual December 2011 - February 2012
The Men's Wearhouse, Inc April 2010 - May 2011
Champion Moving and June 2005 - January 2008
Skills
Shipping, Microsoft Word, Microsoft Excel, Inventory Management, PowerPoint, Customer Service, Financial Services, Life Insurance, Health Insurance, Accident Insurance, Business, Personal Finance
Education
Edinboro University 2006 — 2011
B.S. Business Administration, Financial Services
Fordham University 2005 — 2006
B.S, Business Administration; Accounting
William Shaheen's Northwestern Mutual Experience May 2011 - August 2011
Job Business Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs December 2014 - Present
Barclays Wealth and Investment Management July 2014 - December 2014
Roosevelt & Cross May 2013 - August 2013
Tudor Investment Corporation May 2012 - August 2012
Northwestern Mutual May 2011 - August 2011
Shaheen & Associates June 2009 - August 2010
Skills
Bloomberg, Risk Management, Financial Analysis, Analysis, Options, FX Options, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Life Insurance, Municipalities, Municipal Bonds, Finance, Investments
Education
Fordham University 2010 — 2014
Bachelor's Degree, Finance
Fordham University 2010 — 2014
Bachelor's Degree, Finance
Byram Hills High School
Goldman Sachs December 2014 - Present
Barclays Wealth and Investment Management July 2014 - December 2014
Roosevelt & Cross May 2013 - August 2013
Tudor Investment Corporation May 2012 - August 2012
Northwestern Mutual May 2011 - August 2011
Shaheen & Associates June 2009 - August 2010
Skills
Bloomberg, Risk Management, Financial Analysis, Analysis, Options, FX Options, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Life Insurance, Municipalities, Municipal Bonds, Finance, Investments
Education
Fordham University 2010 — 2014
Bachelor's Degree, Finance
Fordham University 2010 — 2014
Bachelor's Degree, Finance
Byram Hills High School
Brian Larkin's Northwestern Mutual Experience
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual
Education
Franciscan University of Steubenville 2003 — 2007
Bachelor of Arts (BA), Economics
Rider University 2002 — 2003
Economics
Northwestern Mutual
Education
Franciscan University of Steubenville 2003 — 2007
Bachelor of Arts (BA), Economics
Rider University 2002 — 2003
Economics
Daniel Miceli Daniel Miceli's Northwestern Mutual Experience June 2013 - September 2013
Job Proprietary Equity Trader at Quasar Trading
Industry Financial Services
Experience
Quasar Trading September 2014 - June 2015
Northwestern Mutual June 2013 - September 2013
Verona Community Center June 2012 - August 2012
Skills
Sales, Wealth Management, Business Strategy, Market Research, Analysis, Marketing, Financial Analysis, Securities, Customer Service
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, General
University College Dublin 2012 — 2013
Business Administration, Management and Operations
Morristown-Beard School 2006 — 2010
Quasar Trading September 2014 - June 2015
Northwestern Mutual June 2013 - September 2013
Verona Community Center June 2012 - August 2012
Skills
Sales, Wealth Management, Business Strategy, Market Research, Analysis, Marketing, Financial Analysis, Securities, Customer Service
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, General
University College Dublin 2012 — 2013
Business Administration, Management and Operations
Morristown-Beard School 2006 — 2010
Bryan Struk's Northwestern Mutual Experience November 2012 - July 2013
Job Inside Sales Representative Data Protection at Syncsort
Industry Financial Services
Experience
Catalogic Software October 2013 - Present
Northwestern Mutual November 2012 - July 2013
UBS Wealth Management January 2011 - August 2011
R.E.S. Consulting Services, Inc May 2009 - August 2010
Skills
Sales, Account Management, Cold Calling, NetApp, Storage, Customer Service, Customer Satisfaction, Solution Selling, Lead Generation, New Business Development, Direct Sales
Education
Fordham University 2008 — 2012
Bachelor of Science (B.S.), Finance
Don Bosco Prep High School 2004 — 2008
Catalogic Software October 2013 - Present
Northwestern Mutual November 2012 - July 2013
UBS Wealth Management January 2011 - August 2011
R.E.S. Consulting Services, Inc May 2009 - August 2010
Skills
Sales, Account Management, Cold Calling, NetApp, Storage, Customer Service, Customer Satisfaction, Solution Selling, Lead Generation, New Business Development, Direct Sales
Education
Fordham University 2008 — 2012
Bachelor of Science (B.S.), Finance
Don Bosco Prep High School 2004 — 2008
Daniel Romeyn Davis's Northwestern Mutual Experience September 2013 - March 2014
Job History Teacher at Notre Dame Cristo Rey High School
Industry Writing and Editing
Experience
Notre Dame Cristo Rey High School August 2015 - Present
SAU29 December 2014 - June 2015
Language and Catechetical Institute September 2014 - September 2014
Keene State College July 2014 - July 2014
Masiello Employment Services June 2014 - June 2014
Northwestern Mutual September 2013 - March 2014
Northwestern Mutual August 2013 - September 2013
Roman Catholic Diocese of Manchester June 2013 - August 2013
Franciscan University of Steubenville August 2012 - December 2012
Franciscan University of Steubenville June 2012 - August 2012
Skills
Creative Writing, Mac OS X, Editing, Interviewing, Writing, Public Speaking, PowerPoint, Event Planning, Social Networking, Facebook, Public Relations, Microsoft Office, Teaching, OS X, Interviews, Microsoft Word, Leadership, Fundraising, Copy Editing, Social Media, Copywriting, Nonprofits, Community Outreach, Blogging, Spanish, Critical Thinking, Research, Customer Service, Microsoft Excel, Time Management, Communication
Education
Providence College 2015 — 2017
Master of Education (M.Ed.), Secondary Education and Teaching
University of Oxford 2013 — 2013
Centre for Medieval and Renaissance Studies
Franciscan University of Steubenville 2009 — 2013
BA, Philosophy, History, Honors Program
Notre Dame Cristo Rey High School August 2015 - Present
SAU29 December 2014 - June 2015
Language and Catechetical Institute September 2014 - September 2014
Keene State College July 2014 - July 2014
Masiello Employment Services June 2014 - June 2014
Northwestern Mutual September 2013 - March 2014
Northwestern Mutual August 2013 - September 2013
Roman Catholic Diocese of Manchester June 2013 - August 2013
Franciscan University of Steubenville August 2012 - December 2012
Franciscan University of Steubenville June 2012 - August 2012
Skills
Creative Writing, Mac OS X, Editing, Interviewing, Writing, Public Speaking, PowerPoint, Event Planning, Social Networking, Facebook, Public Relations, Microsoft Office, Teaching, OS X, Interviews, Microsoft Word, Leadership, Fundraising, Copy Editing, Social Media, Copywriting, Nonprofits, Community Outreach, Blogging, Spanish, Critical Thinking, Research, Customer Service, Microsoft Excel, Time Management, Communication
Education
Providence College 2015 — 2017
Master of Education (M.Ed.), Secondary Education and Teaching
University of Oxford 2013 — 2013
Centre for Medieval and Renaissance Studies
Franciscan University of Steubenville 2009 — 2013
BA, Philosophy, History, Honors Program
Bre Buenafe Bre Buenafe's Northwestern Mutual Experience 2008 - 2008
Job Owner, World Financial Group
Industry Financial Services
Experience
World Financial Group Shift SupervisorStarbucks Coffee CompanyOctober 2004 - May 2010
Northwestern Mutual 2008 - 2008
Education
Fresno Pacific University 2005 — 2009
BA, Business Admin: International Business and Finance
World Financial Group Shift SupervisorStarbucks Coffee CompanyOctober 2004 - May 2010
Northwestern Mutual 2008 - 2008
Education
Fresno Pacific University 2005 — 2009
BA, Business Admin: International Business and Finance
Raybo Dunn Raybo Dunn's Northwestern Mutual Experience 1999 - Present
Job Financial Advisor/Managing Director Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 1999 - Present
Education
Freed-Hardeman University 1988 — 1992
Northwestern Mutual 1999 - Present
Education
Freed-Hardeman University 1988 — 1992
Josh Zarkin's Northwestern Mutual Experience May 2010 - October 2010
Job Marketing Manager at HCL Technologies
Industry Information Technology and Services
Experience
HCL Technologies March 2015 - Present
Windstream Communications January 2014 - March 2015
IBM 2011 - 2013
Innovation Management December 2010 - January 2011
Northwestern Mutual May 2010 - October 2010
Lancaster Barnstormers May 2009 - September 2009
Community First Fund May 2008 - August 2008
Chapel Hill DJ 2001 - 2006
Skills
Marketing, Sales, Social Media, Social Media Marketing, Marketing Communications, Marketing Strategy, Event Planning, Market Analysis, Go-to-market Strategy, Sales Enablement, Root Cause Analysis, Entrepreneurship, Strategic Planning, Lead Generation, Team Leadership, B2B Marketing, Leadership, Team-oriented, Teamwork, Management, Cross-functional Team..., Market Research, Selling, Microsoft Excel, Sales Management, Analysis, Contract Negotiation, CRM, Strategy, Solution Selling, Strategic Partnerships, Digital Marketing
Education
Franklin & Marshall College 2006 — 2010
B.A.
Syracuse University, Madrid, Spain
Semester Abroad
General Assembly 2013 — 2013
HCL Technologies March 2015 - Present
Windstream Communications January 2014 - March 2015
IBM 2011 - 2013
Innovation Management December 2010 - January 2011
Northwestern Mutual May 2010 - October 2010
Lancaster Barnstormers May 2009 - September 2009
Community First Fund May 2008 - August 2008
Chapel Hill DJ 2001 - 2006
Skills
Marketing, Sales, Social Media, Social Media Marketing, Marketing Communications, Marketing Strategy, Event Planning, Market Analysis, Go-to-market Strategy, Sales Enablement, Root Cause Analysis, Entrepreneurship, Strategic Planning, Lead Generation, Team Leadership, B2B Marketing, Leadership, Team-oriented, Teamwork, Management, Cross-functional Team..., Market Research, Selling, Microsoft Excel, Sales Management, Analysis, Contract Negotiation, CRM, Strategy, Solution Selling, Strategic Partnerships, Digital Marketing
Education
Franklin & Marshall College 2006 — 2010
B.A.
Syracuse University, Madrid, Spain
Semester Abroad
General Assembly 2013 — 2013
Robert Freyer Robert Freyer's Northwestern Mutual Experience February 2014 - February 2015
Job PROFESSIONAL SALES CONSULTANT
Industry Environmental Services
Experience
Rain For Rent February 2015 - Present
USHEALTH Advisors January 2015 - Present
Northwestern Mutual February 2014 - February 2015
Ace Environmental Services, LLC. June 2011 - February 2014
Skills
Contract Negotiation, Remediation, Environmental, Environmental Compliance, Groundwater, Environmental Consulting, Soil, Water, Environmental Management, Groundwater Remediation, Building Relationships, Environmental Awareness, Environmental..., Waste, Inspection, RCRA, Phase I, Waste Management, Hazardous Waste..., Sampling, HAZWOPER, Asbestos, Environmental Permitting, Hazardous Materials, Environmental Impact..., Environmental Auditing, Wastewater Treatment, Environmental Services, Water Quality, Solid Waste, Wetlands, Environmental..., CERCLA, Environmental Science, Hunting, Environmental..., Indoor Air Quality, Mitigation, Contaminated Land, Phase 1, NEPA, Soil Sampling, Air Quality, Hydrogeology, Recycling, Industrial Hygiene, Environmental Policy, Water Treatment, EPA, Stormwater Management
Education
Frostburg State University 1995 — 1999
Bachelor of Science (BS), Environmental Science
Frostburg State University 1995 — 1998
Bachelor of Sciences, Biology
Rain For Rent February 2015 - Present
USHEALTH Advisors January 2015 - Present
Northwestern Mutual February 2014 - February 2015
Ace Environmental Services, LLC. June 2011 - February 2014
Skills
Contract Negotiation, Remediation, Environmental, Environmental Compliance, Groundwater, Environmental Consulting, Soil, Water, Environmental Management, Groundwater Remediation, Building Relationships, Environmental Awareness, Environmental..., Waste, Inspection, RCRA, Phase I, Waste Management, Hazardous Waste..., Sampling, HAZWOPER, Asbestos, Environmental Permitting, Hazardous Materials, Environmental Impact..., Environmental Auditing, Wastewater Treatment, Environmental Services, Water Quality, Solid Waste, Wetlands, Environmental..., CERCLA, Environmental Science, Hunting, Environmental..., Indoor Air Quality, Mitigation, Contaminated Land, Phase 1, NEPA, Soil Sampling, Air Quality, Hydrogeology, Recycling, Industrial Hygiene, Environmental Policy, Water Treatment, EPA, Stormwater Management
Education
Frostburg State University 1995 — 1999
Bachelor of Science (BS), Environmental Science
Frostburg State University 1995 — 1998
Bachelor of Sciences, Biology
Edward Donnelly's Northwestern Mutual Experience January 2012 - January 2014
Job National Account Director Pharma Compliance Group
Industry Security and Investigations
Experience
The Pharma Compliance Group July 2014 - Present
Electronic Tracking Systems February 2014 - December 2014
Northwestern Mutual January 2012 - January 2014
New York Life Insurance Company 2004 - 2011
ADT 1993 - 2000
Skills
Insurance, Sales, Financial Services, Sports Coaching, Life Insurance, Investments, Retirement Planning, Disability Insurance
Education
Framingham State University 1982 — 2003
BS, psychology
The Pharma Compliance Group July 2014 - Present
Electronic Tracking Systems February 2014 - December 2014
Northwestern Mutual January 2012 - January 2014
New York Life Insurance Company 2004 - 2011
ADT 1993 - 2000
Skills
Insurance, Sales, Financial Services, Sports Coaching, Life Insurance, Investments, Retirement Planning, Disability Insurance
Education
Framingham State University 1982 — 2003
BS, psychology
Lyn McCabe Lyn McCabe's Northwestern Mutual Experience April 2013 - August 2014
Job Portfolio Administrator at Wright Investors' Service
Industry Investment Management
Experience
Wright Investors' Service August 2014 - Present
Northwestern Mutual April 2013 - August 2014
Newgate Capital Management LLC May 2006 - May 2012
Asset International June 2003 - December 2005
Skills
Series 7, Series 66, Trading, Equities, Asset Management, Wealth Management, Bloomberg, Hedge Funds, Fixed Income, Options
Education
Fordham University 1996 — 1999
BA
Wright Investors' Service August 2014 - Present
Northwestern Mutual April 2013 - August 2014
Newgate Capital Management LLC May 2006 - May 2012
Asset International June 2003 - December 2005
Skills
Series 7, Series 66, Trading, Equities, Asset Management, Wealth Management, Bloomberg, Hedge Funds, Fixed Income, Options
Education
Fordham University 1996 — 1999
BA
Robert Landhauser Robert Landhauser's Northwestern Mutual Experience December 2012 - April 2013
Job Performance and Risk Associate at BNY Mellon
Industry Sports
Experience
HedgeMark International, LLC June 2015 - Present
Fordham University March 2013 - Present
JPMorgan Chase June 2014 - August 2014
Northwestern Mutual December 2012 - April 2013
Southward Ho Country Club January 2008 - January 2012
Skills
Leadership, Bloomberg Terminal, Problem Solving, Team-oriented, Trading, Written Communication, Social Skills, Economics, Excel Models, Teamwork, Communication, Management, Equity Research, Financial Analysis, Finance, Social Networking, Mathematics, Microsoft Office, Microsoft Word, Access, Microsoft Excel, Public Speaking, Social Media, Time Management, PowerPoint
Education
Fordham University
Degree; Bachelor of Science, Finance/ Business Economics, Senior
Chaminade High School
High School Diploma
HedgeMark International, LLC June 2015 - Present
Fordham University March 2013 - Present
JPMorgan Chase June 2014 - August 2014
Northwestern Mutual December 2012 - April 2013
Southward Ho Country Club January 2008 - January 2012
Skills
Leadership, Bloomberg Terminal, Problem Solving, Team-oriented, Trading, Written Communication, Social Skills, Economics, Excel Models, Teamwork, Communication, Management, Equity Research, Financial Analysis, Finance, Social Networking, Mathematics, Microsoft Office, Microsoft Word, Access, Microsoft Excel, Public Speaking, Social Media, Time Management, PowerPoint
Education
Fordham University
Degree; Bachelor of Science, Finance/ Business Economics, Senior
Chaminade High School
High School Diploma
Jorge Grafal Jorge Grafal's Northwestern Mutual Experience January 2011 - July 2011
Job Associate Institutional Real Estate at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation June 2015 - Present
First Republic Bank November 2011 - May 2015
First Republic Bank May 2011 - October 2011
Northwestern Mutual January 2011 - July 2011
Kamboh Financial Planning, MetLife Inc. February 2010 - July 2010
Skills
Finance, Banking, Loans, Investments, Financial Analysis, Microsoft Office, Wealth Management, Credit Analysis, Microsoft Excel, Financial Modeling, Financial Planning, Credit, PowerPoint, Leadership, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA)
Fordham University 2007 — 2011
Bachelor's Degree, Business Administration, concentrations in Finance and Marketing
Sumitomo Mitsui Banking Corporation June 2015 - Present
First Republic Bank November 2011 - May 2015
First Republic Bank May 2011 - October 2011
Northwestern Mutual January 2011 - July 2011
Kamboh Financial Planning, MetLife Inc. February 2010 - July 2010
Skills
Finance, Banking, Loans, Investments, Financial Analysis, Microsoft Office, Wealth Management, Credit Analysis, Microsoft Excel, Financial Modeling, Financial Planning, Credit, PowerPoint, Leadership, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA)
Fordham University 2007 — 2011
Bachelor's Degree, Business Administration, concentrations in Finance and Marketing
Ashley Gieseking Ashley Gieseking's Northwestern Mutual Experience January 2011 - February 2011
Job Accounts Receivable Anaylist at Simon Property Group
Industry Marketing and Advertising
Experience
Simon Property Group October 2012 - Present
Maingate Inc. June 2012 - September 2012
Maingate Inc. February 2012 - May 2012
Franklin College August 2010 - May 2012
Franklin College August 2009 - May 2012
Maingate Inc. May 2011 - August 2011
Indiana Golf Office April 2008 - May 2011
Indiana Golf Foundation April 2008 - May 2011
Northwestern Mutual January 2011 - February 2011
Skills
PowerPoint, Event Planning, Fundraising, Time Management, Leadership, Management, Public Speaking, Social Media, Microsoft Word
Education
Franklin College 2008 — 2012
of Bachelor of Arts Degree; of, Marketing and Finance
Whiteland Comm. H.S. 2004 — 2008
Simon Property Group October 2012 - Present
Maingate Inc. June 2012 - September 2012
Maingate Inc. February 2012 - May 2012
Franklin College August 2010 - May 2012
Franklin College August 2009 - May 2012
Maingate Inc. May 2011 - August 2011
Indiana Golf Office April 2008 - May 2011
Indiana Golf Foundation April 2008 - May 2011
Northwestern Mutual January 2011 - February 2011
Skills
PowerPoint, Event Planning, Fundraising, Time Management, Leadership, Management, Public Speaking, Social Media, Microsoft Word
Education
Franklin College 2008 — 2012
of Bachelor of Arts Degree; of, Marketing and Finance
Whiteland Comm. H.S. 2004 — 2008
Jake Merola's Northwestern Mutual Experience March 2013 - August 2013
Job Fordham University Strength and Conditioning
Industry Accounting
Experience
Michael Kors May 2013 - August 2013
Northwestern Mutual March 2013 - August 2013
St. Joseph's Physicians August 2011 - April 2012
North Medical P.C. April 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Teamwork, Public Speaking
Education
Fordham University 2013 — 2015
Public Accounting
Michael Kors May 2013 - August 2013
Northwestern Mutual March 2013 - August 2013
St. Joseph's Physicians August 2011 - April 2012
North Medical P.C. April 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Teamwork, Public Speaking
Education
Fordham University 2013 — 2015
Public Accounting
Ajay Garlapati Ajay Garlapati's Northwestern Mutual Experience January 2013 - July 2013
Job Senior Personal Banker Team Lead
Industry Banking
Experience
Huntington National Bank July 2013 - Present
Northwestern Mutual January 2013 - July 2013
Columbus State Community College June 2010 - January 2013
Dr. Krishnaiah Garlapati Family Practice September 2003 - March 2010
Skills
Customer Service, Leadership, Sales, Management, Public Relations, Marketing Strategy, Training, CRM, Finance, Commercial Banking, Data Analysis, Mortgage Banking, Banking, Marketing, Deposit Growth, Retail Banking, Employee Training, Consumer Lending, Loans, VA Loans, Loan Origination, Sales Management, Sales Operations
Education
Franklin University
Bachelors, Business Administration
Columbus State Community College
Associate of Science (A.S.), Business Administration and Management, General
Macquarie University
Huntington National Bank July 2013 - Present
Northwestern Mutual January 2013 - July 2013
Columbus State Community College June 2010 - January 2013
Dr. Krishnaiah Garlapati Family Practice September 2003 - March 2010
Skills
Customer Service, Leadership, Sales, Management, Public Relations, Marketing Strategy, Training, CRM, Finance, Commercial Banking, Data Analysis, Mortgage Banking, Banking, Marketing, Deposit Growth, Retail Banking, Employee Training, Consumer Lending, Loans, VA Loans, Loan Origination, Sales Management, Sales Operations
Education
Franklin University
Bachelors, Business Administration
Columbus State Community College
Associate of Science (A.S.), Business Administration and Management, General
Macquarie University
Richard Vazquez's Northwestern Mutual Experience May 2007 - September 2007
Job Student at Full Sail University
Industry Program Development
Experience
Full Sail University July 2014 - Present
Northwestern Mutual May 2007 - September 2007
Skills
Westlaw, Java, JavaScript, C++, Microsoft Office, Mac OS, Windows, HTML, Property & Casualty..., Long Term Care Insurance, Life Insurance, Health Insurance, QuickBooks
Education
Full Sail University 2014 — 2015
Master of Science (M.S.), Mobile Gaming
Manhattanville College 2004 — 2008
Bachelor of Arts (B.A.), Economics and Legal Studies
Full Sail University July 2014 - Present
Northwestern Mutual May 2007 - September 2007
Skills
Westlaw, Java, JavaScript, C++, Microsoft Office, Mac OS, Windows, HTML, Property & Casualty..., Long Term Care Insurance, Life Insurance, Health Insurance, QuickBooks
Education
Full Sail University 2014 — 2015
Master of Science (M.S.), Mobile Gaming
Manhattanville College 2004 — 2008
Bachelor of Arts (B.A.), Economics and Legal Studies
James Hines's Northwestern Mutual Experience September 2014 - December 2014
Job Summer Intern at ZweigDiMenna Associates
Industry Financial Services
Experience
Zweig-Dimenna Associates June 2015 - Present
Argo Partners January 2015 - May 2015
JMK Construction Inc. January 2009 - January 2015
Northwestern Mutual September 2014 - December 2014
Jack Wills August 2012 - August 2013
Women's Marketing Inc. May 2013 - July 2013
Skills
Microsoft Excel, Access, Microsoft Word, PowerPoint, Teamwork, Leadership, Finance, Research, Public Speaking, Microsoft Office, Sales, Strategy, Time Management, HTML, Sales Force Development, Data Analysis, Data Entry, Analysis, Accounting, Negotiation, Bloomberg, CMS, Debt Valuation, Distressed Debt, Bankruptcy, Morgan Stanley Matrix, Siebel, Preqin, Equities, Family Office, Hedge Funds, ETFs
Education
Fordham University 2014 — 2017
Bachelor's degree, Applied Accounting & Finance
Clark University 2013 — 2014
Economics
Staples High School 2009 — 2013
Zweig-Dimenna Associates June 2015 - Present
Argo Partners January 2015 - May 2015
JMK Construction Inc. January 2009 - January 2015
Northwestern Mutual September 2014 - December 2014
Jack Wills August 2012 - August 2013
Women's Marketing Inc. May 2013 - July 2013
Skills
Microsoft Excel, Access, Microsoft Word, PowerPoint, Teamwork, Leadership, Finance, Research, Public Speaking, Microsoft Office, Sales, Strategy, Time Management, HTML, Sales Force Development, Data Analysis, Data Entry, Analysis, Accounting, Negotiation, Bloomberg, CMS, Debt Valuation, Distressed Debt, Bankruptcy, Morgan Stanley Matrix, Siebel, Preqin, Equities, Family Office, Hedge Funds, ETFs
Education
Fordham University 2014 — 2017
Bachelor's degree, Applied Accounting & Finance
Clark University 2013 — 2014
Economics
Staples High School 2009 — 2013
Joshua P. Jacobs Joshua P. Jacobs's Northwestern Mutual Experience August 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Government Relations
Experience
Northwestern Mutual August 2015 - Present
32BJ SEIU July 2014 - May 2015
Emsig Manufacturing June 2013 - June 2014
DCM Teleservices September 2011 - August 2012
Citizens Campaign for the Environment April 2011 - August 2011
Independentvoting.org January 2011 - March 2011
Ed Braunstein for NY State Assembly August 2010 - November 2010
Peace Corps February 2008 - April 2010
Ned Lamont for US Senate April 2006 - November 2006
Common Cause January 2005 - December 2005
Skills
Public Policy, Legislation, Legislative Relations, Grassroots Organizing, Legal Research, Governmental Affairs, Legal Writing, Sales, Customer Service, Fundraising, Canvassing, Supervisory Skills, Telephone Skills, Public Speaking, Politics, Political Campaigns, Research, Training, Nonprofits, Grassroots, Social Media, Event Planning
Education
Hofstra University 2012 — 2013
Paralegal Certificate, Legal Studies, General, B+
Franklin Pierce University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government, B
Northwestern Mutual August 2015 - Present
32BJ SEIU July 2014 - May 2015
Emsig Manufacturing June 2013 - June 2014
DCM Teleservices September 2011 - August 2012
Citizens Campaign for the Environment April 2011 - August 2011
Independentvoting.org January 2011 - March 2011
Ed Braunstein for NY State Assembly August 2010 - November 2010
Peace Corps February 2008 - April 2010
Ned Lamont for US Senate April 2006 - November 2006
Common Cause January 2005 - December 2005
Skills
Public Policy, Legislation, Legislative Relations, Grassroots Organizing, Legal Research, Governmental Affairs, Legal Writing, Sales, Customer Service, Fundraising, Canvassing, Supervisory Skills, Telephone Skills, Public Speaking, Politics, Political Campaigns, Research, Training, Nonprofits, Grassroots, Social Media, Event Planning
Education
Hofstra University 2012 — 2013
Paralegal Certificate, Legal Studies, General, B+
Franklin Pierce University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government, B
Guy Germinario III Guy Germinario III's Northwestern Mutual Experience November 2013 - February 2015
Job Financial Advisor at Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group November 2013 - Present
Northwestern Mutual November 2013 - February 2015
Northwestern Mutual April 2013 - January 2014
Stryker August 2012 - January 2013
Grand Homes and Properties January 2006 - August 2011
Skills
Finance, Financial Analysis, Accounting, Strategic Financial..., Data Analysis, Invoicing, Financial Planning, Retirement Planning, Insurance, Portfolio Management, Financial Modeling, Risk Management, Wealth Management, Asset Management
Education
Fordham University 2009 — 2014
Bachelor's degree, Finance
Don Bosco Prepatory 2004 — 2008
College Prep
Bleakley Financial Group November 2013 - Present
Northwestern Mutual November 2013 - February 2015
Northwestern Mutual April 2013 - January 2014
Stryker August 2012 - January 2013
Grand Homes and Properties January 2006 - August 2011
Skills
Finance, Financial Analysis, Accounting, Strategic Financial..., Data Analysis, Invoicing, Financial Planning, Retirement Planning, Insurance, Portfolio Management, Financial Modeling, Risk Management, Wealth Management, Asset Management
Education
Fordham University 2009 — 2014
Bachelor's degree, Finance
Don Bosco Prepatory 2004 — 2008
College Prep
Robert Jr. Snyder Robert Jr. Snyder's Northwestern Mutual Experience January 2013 - July 2013
Job Service Advisor at Lexus of Tulsa
Industry Automotive
Experience
Lexus of Tulsa December 2014 - Present
McDonald Auto Group January 2014 - November 2014
BMW of Denver Motorcycles March 2011 - December 2013
Northwestern Mutual January 2013 - July 2013
Northern Colorado Euro Motorsports April 2008 - March 2011
South Seas Cycle Exchange August 2006 - March 2008
Skills
Motorsports, finance, Management, Microsoft Excel, Training, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis, Insurance, Research, Social Media, Access, Leadership, Talent Acquisition, Program Management, Finance, Sales, Marketing, Analysis, Policy, Outlook, Team Leadership
Education
Metro State University of Denver 2004 — 2013
Bachelor's degree, Finance, General
Front Range Community College 2009 — 2011
Associate's degree, Business Administration and Management, General
Lexus of Tulsa December 2014 - Present
McDonald Auto Group January 2014 - November 2014
BMW of Denver Motorcycles March 2011 - December 2013
Northwestern Mutual January 2013 - July 2013
Northern Colorado Euro Motorsports April 2008 - March 2011
South Seas Cycle Exchange August 2006 - March 2008
Skills
Motorsports, finance, Management, Microsoft Excel, Training, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis, Insurance, Research, Social Media, Access, Leadership, Talent Acquisition, Program Management, Finance, Sales, Marketing, Analysis, Policy, Outlook, Team Leadership
Education
Metro State University of Denver 2004 — 2013
Bachelor's degree, Finance, General
Front Range Community College 2009 — 2011
Associate's degree, Business Administration and Management, General
Andy Joyce's Northwestern Mutual Experience June 2010 - September 2011
Job Investment Advisor Representative, Financial Services Representative, Financial Advisor at Baystate Financial
Industry Financial Services
Experience
Baystate Financial March 2015 - Present
AspenCross Financial Group October 2011 - March 2015
Northwestern Mutual June 2010 - September 2011
Education
Framingham State University 2006 — 2010
Bachelor’s Degree, Business Administration, Economics, Finance
Baystate Financial March 2015 - Present
AspenCross Financial Group October 2011 - March 2015
Northwestern Mutual June 2010 - September 2011
Education
Framingham State University 2006 — 2010
Bachelor’s Degree, Business Administration, Economics, Finance
Jon Dewey Jon Dewey's Northwestern Mutual Experience September 2008 - April 2009
Job Apprentice Electrician
Industry Construction
Experience
LEI Companies, Inc. February 2013 - Present
Aerotek August 2011 - January 2013
Farmers Insurance April 2009 - December 2010
Northwestern Mutual September 2008 - April 2009
Volunteer for Campus Crusade for Christ June 2008 - July 2008
TSA September 2006 - June 2008
Skills
Customer Service, Budgets, Retirement Planning, Insurance, Leadership, Team Building, Team Leadership, Public Speaking, Business Development, Small Business, Coaching, Microsoft Excel, Microsoft Office, Human Resources, Life Insurance, Microsoft Word, Sales, Finance, Training, Project Management, Process Improvement, Sales Management, Customer Satisfaction, Financial Analysis, New Business Development, Risk Management, Business Planning, Financial Services, Data Analysis, Account Management, PowerPoint, Time Management, Marketing Strategy, Management, Accounting, Marketing, Strategic Planning, Fixed Annuities, Negotiation, Leadership Development
Education
Metropolitan State University of Denver 2006 — 2008
Finance, Financial Services
Front Range Community College 2001 — 2005
CIS, Help Desk Support
LEI Companies, Inc. February 2013 - Present
Aerotek August 2011 - January 2013
Farmers Insurance April 2009 - December 2010
Northwestern Mutual September 2008 - April 2009
Volunteer for Campus Crusade for Christ June 2008 - July 2008
TSA September 2006 - June 2008
Skills
Customer Service, Budgets, Retirement Planning, Insurance, Leadership, Team Building, Team Leadership, Public Speaking, Business Development, Small Business, Coaching, Microsoft Excel, Microsoft Office, Human Resources, Life Insurance, Microsoft Word, Sales, Finance, Training, Project Management, Process Improvement, Sales Management, Customer Satisfaction, Financial Analysis, New Business Development, Risk Management, Business Planning, Financial Services, Data Analysis, Account Management, PowerPoint, Time Management, Marketing Strategy, Management, Accounting, Marketing, Strategic Planning, Fixed Annuities, Negotiation, Leadership Development
Education
Metropolitan State University of Denver 2006 — 2008
Finance, Financial Services
Front Range Community College 2001 — 2005
CIS, Help Desk Support
Betsy Hackel Betsy Hackel's Northwestern Mutual Experience May 2011 - July 2011
Job Credit Analyst (Corporate)
Industry Financial Services
Experience
Moody's Investors Service January 2013 - Present
CT Capital LLC May 2012 - December 2012
Northwestern Mutual May 2011 - July 2011
Skills
Problem Solving, Analytical Thinking, Initiative, Oral & Written..., Creative Ability, People Skills, High level of initiative, Ability to Synthesize, Quantitative Ability, Bloomberg Terminal, Creativity, Social Networking, Analytical Skills, Management, Research, Equities, Finance, Financial Analysis, Investments, Social Media, PowerPoint, Microsoft Excel, Public Speaking
Education
Franklin & Marshall College 2008 — 2012
Business, Economics
The University of Queensland 2010 — 2010
Moody's Investors Service January 2013 - Present
CT Capital LLC May 2012 - December 2012
Northwestern Mutual May 2011 - July 2011
Skills
Problem Solving, Analytical Thinking, Initiative, Oral & Written..., Creative Ability, People Skills, High level of initiative, Ability to Synthesize, Quantitative Ability, Bloomberg Terminal, Creativity, Social Networking, Analytical Skills, Management, Research, Equities, Finance, Financial Analysis, Investments, Social Media, PowerPoint, Microsoft Excel, Public Speaking
Education
Franklin & Marshall College 2008 — 2012
Business, Economics
The University of Queensland 2010 — 2010
Celia Young Celia Young's Northwestern Mutual Experience 2012 - 2014
Job President at Celia Young & Associates, Inc.
Industry Professional Training & Coaching
Experience
Pepperdine University January 2010 - Present
Gestalt Institute of Cleveland October 1997 - Present
Celia Young & Associates, Inc. January 1986 - Present
The Dagoba Group 2010 - 2015
The Dagoba Group 2010 - 2015
The Dagoba Group 2010 - 2015
The Dagoba Group 2010 - 2015
The Dagoba Group 2010 - 2015
Northwestern Mutual 2012 - 2014
Northwestern Mutual 2012 - 2014
Skills
Executive Coaching, Leadership Development, Organizational..., Organizational..., Change Management, Coaching, Talent Management, Succession Planning, Culture Change, MBTI, Management Consulting, Employee Engagement, Program Management, Leadership, Executive Development, Training, Career Development, Public Speaking, Workshop Facilitation, Emotional Intelligence, Management, Strategy, Organizational Design, Strategic Planning, Personal Development, Staff Development, Team Building, Performance Improvement
Education
Pepperdine University 1984 — 1986
MA, Counseling Psychology
Michigan State University 1971 — 1973
MBA, Marketing
Fu Jen Catholic University 1967 — 1971
BA, Business Administration
NTL Institute
Pepperdine University January 2010 - Present
Gestalt Institute of Cleveland October 1997 - Present
Celia Young & Associates, Inc. January 1986 - Present
The Dagoba Group 2010 - 2015
The Dagoba Group 2010 - 2015
The Dagoba Group 2010 - 2015
The Dagoba Group 2010 - 2015
The Dagoba Group 2010 - 2015
Northwestern Mutual 2012 - 2014
Northwestern Mutual 2012 - 2014
Skills
Executive Coaching, Leadership Development, Organizational..., Organizational..., Change Management, Coaching, Talent Management, Succession Planning, Culture Change, MBTI, Management Consulting, Employee Engagement, Program Management, Leadership, Executive Development, Training, Career Development, Public Speaking, Workshop Facilitation, Emotional Intelligence, Management, Strategy, Organizational Design, Strategic Planning, Personal Development, Staff Development, Team Building, Performance Improvement
Education
Pepperdine University 1984 — 1986
MA, Counseling Psychology
Michigan State University 1971 — 1973
MBA, Marketing
Fu Jen Catholic University 1967 — 1971
BA, Business Administration
NTL Institute
Eric Fenton's Northwestern Mutual Experience 2015 - 2015
Job Ignite Progress | College Readiness & Educational Consulting
Industry Education Management
Experience
Ignite Progress, LLC December 2004 - Present
Northwestern Mutual 2015 - 2015
Northwestern Mutual 2015 - 2015
Paradigm Shift August 2008 - December 2009
Willow Creek Community Church January 2002 - February 2005
Skills
Coaching, Product Development, Entrepreneurship, Public Speaking, Non-profits, Volunteer Management, Team Building, Analysis, Training, Customer Service, Community Development, Management, Leadership Development, Fundraising, Community Outreach, Nonprofits, Marketing Strategy, Leadership, Teaching, Tutoring
Education
Northwestern University - Kellogg School of Management 2011 — 2015
MBA, Entrepreneurship and Social Enterprise
Fuller Theological Seminary 2006 — 2008
M.A., Theology
Wheaton College 1998 — 2002
B.A., Political Science and Philosophy
New Trier High School 1994 — 1998
Ignite Progress, LLC December 2004 - Present
Northwestern Mutual 2015 - 2015
Northwestern Mutual 2015 - 2015
Paradigm Shift August 2008 - December 2009
Willow Creek Community Church January 2002 - February 2005
Skills
Coaching, Product Development, Entrepreneurship, Public Speaking, Non-profits, Volunteer Management, Team Building, Analysis, Training, Customer Service, Community Development, Management, Leadership Development, Fundraising, Community Outreach, Nonprofits, Marketing Strategy, Leadership, Teaching, Tutoring
Education
Northwestern University - Kellogg School of Management 2011 — 2015
MBA, Entrepreneurship and Social Enterprise
Fuller Theological Seminary 2006 — 2008
M.A., Theology
Wheaton College 1998 — 2002
B.A., Political Science and Philosophy
New Trier High School 1994 — 1998
Harry J. King Harry J. King's Northwestern Mutual Experience January 2014 - July 2014
Job Financial Consultant (Retirement Benefits Group) at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2015 - Present
King Holdings, LLC June 2015 - Present
AXA US August 2014 - April 2015
Northwestern Mutual January 2014 - July 2014
Vector Marketing May 2011 - January 2014
Sodexo September 2013 - December 2013
Bloomberg LP July 2013 - December 2013
NYC Office Suites July 2012 - August 2013
HFP Capital Markets LLC May 2012 - September 2012
Faunus Group International January 2012 - June 2012
Skills
Team Leadership, Creative Development, Passion for work, PowerPoint, Outlook, Microsoft Office, Word, Customer Service, Microsoft Word, Marketing, Community Outreach, Social Networking, Social Media Marketing, Social Media, Sales, Public Speaking, Social Services, Creative Direction, Leadership, Microsoft Excel
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance
Thornton-Donovan School 2004 — 2010
GED, General Studies
AXA Advisors August 2015 - Present
King Holdings, LLC June 2015 - Present
AXA US August 2014 - April 2015
Northwestern Mutual January 2014 - July 2014
Vector Marketing May 2011 - January 2014
Sodexo September 2013 - December 2013
Bloomberg LP July 2013 - December 2013
NYC Office Suites July 2012 - August 2013
HFP Capital Markets LLC May 2012 - September 2012
Faunus Group International January 2012 - June 2012
Skills
Team Leadership, Creative Development, Passion for work, PowerPoint, Outlook, Microsoft Office, Word, Customer Service, Microsoft Word, Marketing, Community Outreach, Social Networking, Social Media Marketing, Social Media, Sales, Public Speaking, Social Services, Creative Direction, Leadership, Microsoft Excel
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance
Thornton-Donovan School 2004 — 2010
GED, General Studies
Alex Drew's Northwestern Mutual Experience July 2013 - December 2013
Job Business Development Representative at iModules Software
Industry Computer Software
Experience
iModules Software June 2015 - Present
Blue Valley Recreation April 2007 - Present
iModules Software June 2014 - August 2014
Northwestern Mutual July 2013 - December 2013
Skills
Leadership, Marketing, Public Speaking, Sports, Social Media Marketing, Sales, Sports Management, Finance, Personal Branding, Blogging, WordPress, Hootsuite, Twitter, LinkedIn, Personal Learning..., Salesforce.com, Superior Work Ethic, Google+, Sales Presentations, New Business Development, Pardot
Education
University of Northern Colorado 2013 — 2015
Business Administration: Marketing
Fort Scott Community College 2011 — 2013
Associate's degree, Liberal Arts and Sciences/Liberal Studies
iModules Software June 2015 - Present
Blue Valley Recreation April 2007 - Present
iModules Software June 2014 - August 2014
Northwestern Mutual July 2013 - December 2013
Skills
Leadership, Marketing, Public Speaking, Sports, Social Media Marketing, Sales, Sports Management, Finance, Personal Branding, Blogging, WordPress, Hootsuite, Twitter, LinkedIn, Personal Learning..., Salesforce.com, Superior Work Ethic, Google+, Sales Presentations, New Business Development, Pardot
Education
University of Northern Colorado 2013 — 2015
Business Administration: Marketing
Fort Scott Community College 2011 — 2013
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Sean Cromwell Sean Cromwell's Northwestern Mutual Experience November 2012 - June 2014
Job Product Specialist at BMW of North America, LLC
Industry Automotive
Experience
BMW of North America, LLC July 2014 - Present
Northwestern Mutual November 2012 - June 2014
University of Southern California October 2012 - May 2013
University of Southern California August 2011 - September 2012
University of Southern California September 2011 - May 2012
Commercial Loan Solutions, LLC August 2010 - May 2011
Skills
Investments, Financial Analysis, Investment Properties, Asset Managment, Due Diligence, Loans, Negotiation, Microsoft Excel, Budgets, Residential Homes, Asset Management, Entrepreneurship, Leadership, Public Speaking, Marketing, Analysis, Data Analysis, Insurance, Program Development, Leadership Development, Strategic Planning, Outlook, Business Development, Process Improvement, Operations Management, Data Entry, Management, Higher Education, Community Outreach, Salesforce.com, Finance, Microsoft Office, Coaching, Team Leadership, Mandarin, Management Consulting, Fundraising, Advertising, Social Media Marketing, Event Planning, Social Media, PowerPoint, Matlab, Research, Public Relations, Microsoft Word, Event Management, Strategic Financial..., Statistics, Business Planning
Education
University of Southern California 2005 — 2012
Bachelor of Science (BS), Economics
Fresno Pacific University 2009 — 2010
BMW of North America, LLC July 2014 - Present
Northwestern Mutual November 2012 - June 2014
University of Southern California October 2012 - May 2013
University of Southern California August 2011 - September 2012
University of Southern California September 2011 - May 2012
Commercial Loan Solutions, LLC August 2010 - May 2011
Skills
Investments, Financial Analysis, Investment Properties, Asset Managment, Due Diligence, Loans, Negotiation, Microsoft Excel, Budgets, Residential Homes, Asset Management, Entrepreneurship, Leadership, Public Speaking, Marketing, Analysis, Data Analysis, Insurance, Program Development, Leadership Development, Strategic Planning, Outlook, Business Development, Process Improvement, Operations Management, Data Entry, Management, Higher Education, Community Outreach, Salesforce.com, Finance, Microsoft Office, Coaching, Team Leadership, Mandarin, Management Consulting, Fundraising, Advertising, Social Media Marketing, Event Planning, Social Media, PowerPoint, Matlab, Research, Public Relations, Microsoft Word, Event Management, Strategic Financial..., Statistics, Business Planning
Education
University of Southern California 2005 — 2012
Bachelor of Science (BS), Economics
Fresno Pacific University 2009 — 2010
Morgan Nichols, CRPC® Morgan Nichols, CRPC®'s Northwestern Mutual Experience January 2011 - November 2011
Job Financial Advisor at Nichols Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial June 2015 - Present
John Hancock Investments April 2015 - June 2015
John Hancock Investments September 2014 - April 2015
John Hancock Investments May 2012 - September 2014
National Planning Corporation June 2008 - April 2012
Northwestern Mutual January 2011 - November 2011
Pepperdine University Center for the Arts September 2010 - August 2011
Pepperdine University August 2010 - August 2011
Skills
Client Relationships, Risk Management, Protection Planning, Leadership, Customer Experience, Strategic Planning, Education Planning, Customer Service
Education
Pepperdine University
Bachelor of Science, International Business
Fudan University
La Reina High School
Ameriprise Financial June 2015 - Present
John Hancock Investments April 2015 - June 2015
John Hancock Investments September 2014 - April 2015
John Hancock Investments May 2012 - September 2014
National Planning Corporation June 2008 - April 2012
Northwestern Mutual January 2011 - November 2011
Pepperdine University Center for the Arts September 2010 - August 2011
Pepperdine University August 2010 - August 2011
Skills
Client Relationships, Risk Management, Protection Planning, Leadership, Customer Experience, Strategic Planning, Education Planning, Customer Service
Education
Pepperdine University
Bachelor of Science, International Business
Fudan University
La Reina High School
Riley Thomas Riley Thomas's Northwestern Mutual Experience August 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2015 - Present
C & R Grocery April 2010 - July 2015
Skills
Finance, Microsoft Office, Mathematics, Financial Analysis, Business Technology, Managerial Finance, Social Media, Windows, Microsoft Excel, Sports, Leadership, PowerPoint, Time Management
Education
Freed-Hardeman University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Northwestern Mutual August 2015 - Present
C & R Grocery April 2010 - July 2015
Skills
Finance, Microsoft Office, Mathematics, Financial Analysis, Business Technology, Managerial Finance, Social Media, Windows, Microsoft Excel, Sports, Leadership, PowerPoint, Time Management
Education
Freed-Hardeman University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Katherine O'Neill's Northwestern Mutual Experience July 2013 - January 2014
Job CoFounder & Workshop Coordinator at Krafts with Katie
Industry Design
Experience
Terrapin Glass Blowing Studio August 2015 - Present
Krafts with Katie August 2015 - Present
Harrisville Designs May 2014 - August 2015
Northwestern Mutual July 2013 - January 2014
TD July 2009 - May 2013
Lida Winfield Professional Performance Artist April 2009 - September 2009
Nycreator- Animation & Film Productions December 2008 - July 2009
TRIKEENAN TILE WORKS 2008 - 2008
Skills
Finance, Training, Customer Service, IRAs, Banking, Management, Strategy, Retirement, Small Business, Nonprofits, Negotiation, Tax, Telephone Skills, Public Relations, Grant Writing, Legal Documents, Research, Filing, Phone Etiquette, Close Attention to..., Internal Audit, Risk Management, Organizing, Clerical Work, Documenting, Listening to customers, Phone Skills, Answering Phones, Highly articulate, Non-Profits, Contract Law, Intellectual Property, Product Development, Online Marketing, Marketing Strategy, Project Management, Up-selling, Strong Work Ethic, Flexibility/Adaptability, self-motivated, Consulting, Social Media, Strategic Planning, QuickBooks, Retail Industry, Microsoft Office, Decision Making, Advising people, Leading Meetings, Retirement Planning
Education
Franklin Pierce University 2003 — 2007
B.S. in Business Arts Management; minored in Fine Arts, Business Arts Management
Franklin Pierce University
Bachelor's degree, Arts Management
Terrapin Glass Blowing Studio August 2015 - Present
Krafts with Katie August 2015 - Present
Harrisville Designs May 2014 - August 2015
Northwestern Mutual July 2013 - January 2014
TD July 2009 - May 2013
Lida Winfield Professional Performance Artist April 2009 - September 2009
Nycreator- Animation & Film Productions December 2008 - July 2009
TRIKEENAN TILE WORKS 2008 - 2008
Skills
Finance, Training, Customer Service, IRAs, Banking, Management, Strategy, Retirement, Small Business, Nonprofits, Negotiation, Tax, Telephone Skills, Public Relations, Grant Writing, Legal Documents, Research, Filing, Phone Etiquette, Close Attention to..., Internal Audit, Risk Management, Organizing, Clerical Work, Documenting, Listening to customers, Phone Skills, Answering Phones, Highly articulate, Non-Profits, Contract Law, Intellectual Property, Product Development, Online Marketing, Marketing Strategy, Project Management, Up-selling, Strong Work Ethic, Flexibility/Adaptability, self-motivated, Consulting, Social Media, Strategic Planning, QuickBooks, Retail Industry, Microsoft Office, Decision Making, Advising people, Leading Meetings, Retirement Planning
Education
Franklin Pierce University 2003 — 2007
B.S. in Business Arts Management; minored in Fine Arts, Business Arts Management
Franklin Pierce University
Bachelor's degree, Arts Management
Callie Wrede's Northwestern Mutual Experience September 2011 - November 2011
Job Mechanical Solutions Specialist
Industry Industrial Automation
Experience
Forberg Scientific December 2011 - Present
Northwestern Mutual September 2011 - November 2011
Engineered Sales August 2011 - September 2011
Endress+Hauser March 2007 - July 2011
Arbor Homes January 2007 - March 2007
Chicago Title Insurance Company April 2005 - January 2007
Skills
Account Management, Microsoft Word, Troubleshooting, Team Building, Project Coordination, Process Improvement, Event Planning, CRM, Sales, Process Control, Customer Service, Outlook, Process Scheduler, Sales Process, Automation, Training, Problem Solving, Purchasing, Project Management, Sales Management, Lotus Notes, Microsoft Excel, Direct Sales, Inventory Management, Accounts Payable, Microsoft Office, PowerPoint, Access, Software Documentation, Team Leadership, Financial Analysis, Strategic Planning, Management, Time Management, Leadership, Marketing, Contract Negotiation, Business Development, Contract Management, Recruiting, Technical Support, Marketing Strategy, Notary Public, Selling, Customer Satisfaction, Process Automation, Trade Shows, Instrumentation, New Business Development, Coordination
Education
Franklin College
Business
Ivy Tech Community College
Human Services
Forberg Scientific December 2011 - Present
Northwestern Mutual September 2011 - November 2011
Engineered Sales August 2011 - September 2011
Endress+Hauser March 2007 - July 2011
Arbor Homes January 2007 - March 2007
Chicago Title Insurance Company April 2005 - January 2007
Skills
Account Management, Microsoft Word, Troubleshooting, Team Building, Project Coordination, Process Improvement, Event Planning, CRM, Sales, Process Control, Customer Service, Outlook, Process Scheduler, Sales Process, Automation, Training, Problem Solving, Purchasing, Project Management, Sales Management, Lotus Notes, Microsoft Excel, Direct Sales, Inventory Management, Accounts Payable, Microsoft Office, PowerPoint, Access, Software Documentation, Team Leadership, Financial Analysis, Strategic Planning, Management, Time Management, Leadership, Marketing, Contract Negotiation, Business Development, Contract Management, Recruiting, Technical Support, Marketing Strategy, Notary Public, Selling, Customer Satisfaction, Process Automation, Trade Shows, Instrumentation, New Business Development, Coordination
Education
Franklin College
Business
Ivy Tech Community College
Human Services
Kellie Freitas's Northwestern Mutual Experience August 2014 - May 2015
Job Candidate for Masters of Science in Nursing
Industry Hospital & Health Care
Experience
Tavolino Patriot Place August 2015 - Present
The Cottage Restaurant May 2013 - August 2015
Northwestern Mutual August 2014 - May 2015
Northwestern Mutual January 2014 - August 2014
Bertucci's September 2011 - May 2013
Dunkin Donuts July 2007 - August 2011
Education
Commonwealth Honors Program 2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
Framingham State University 2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
Tavolino Patriot Place August 2015 - Present
The Cottage Restaurant May 2013 - August 2015
Northwestern Mutual August 2014 - May 2015
Northwestern Mutual January 2014 - August 2014
Bertucci's September 2011 - May 2013
Dunkin Donuts July 2007 - August 2011
Education
Commonwealth Honors Program 2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
Framingham State University 2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
Robert Van Fossen Robert Van Fossen's Northwestern Mutual Experience September 2015 - Present
Job Intern at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2015 - Present
Dino Enterprise, LLC January 2014 - August 2014
5th Legislative District of New Jersey June 2013 - September 2013
Skills
Marketing, French, Online Marketing, SEO, Blogging, English, Graphic Design, Search Engine Ranking, Writing, Blog Marketing, Political Campaigns, Politics, Public Speaking, Cold Calling, Finance, Economics
Education
Fordham University 2014 — 2018
Global Finance, French Language and Literature and Finance, Freshman
Northwestern Mutual September 2015 - Present
Dino Enterprise, LLC January 2014 - August 2014
5th Legislative District of New Jersey June 2013 - September 2013
Skills
Marketing, French, Online Marketing, SEO, Blogging, English, Graphic Design, Search Engine Ranking, Writing, Blog Marketing, Political Campaigns, Politics, Public Speaking, Cold Calling, Finance, Economics
Education
Fordham University 2014 — 2018
Global Finance, French Language and Literature and Finance, Freshman
Andrew Doherty Andrew Doherty's Northwestern Mutual Experience December 2012 - September 2014
Job Project Manager at Peerless Architectural Windows .
Industry Architecture & Planning
Experience
Peerless Products, Inc. July 2014 - Present
Northwestern Mutual December 2012 - September 2014
Doherty Insurance Group October 2006 - November 2012
Northwestern Mutual May 2009 - July 2009
Aerus September 2005 - October 2006
Skills
Public Speaking, Insurance, Health Insurance, Sales, Customer Service, Marketing, Microsoft Excel, PowerPoint, Claim, Leadership, Strategic Planning, Microsoft Office, Team Leadership, Human Resources, Employee Benefits, Finance, Policy, Life Insurance, Training, Team Building, Coaching, Disability Insurance, Social Networking, Direct Sales, Public Relations, Social Media, Employee Relations, Facebook, Term Life Insurance, Long-term Care, Marketing Communications, New Business Development, Cold Calling, Account Management, Time Management
Education
Pittsburg State University 2013 — 2014
Master of Science (MS), Human Resources Development
Pittsburg State University 2010 — 2012
Bachelors of Science *Summa Cum Laude, Communication; Public Relations Minor: Pre-law
Fort Scott Community College 2009 — 2010
Associate of Science, Business Management
V.B.I. 1998 — 1999
Theology
Fort Scott High School
Peerless Products, Inc. July 2014 - Present
Northwestern Mutual December 2012 - September 2014
Doherty Insurance Group October 2006 - November 2012
Northwestern Mutual May 2009 - July 2009
Aerus September 2005 - October 2006
Skills
Public Speaking, Insurance, Health Insurance, Sales, Customer Service, Marketing, Microsoft Excel, PowerPoint, Claim, Leadership, Strategic Planning, Microsoft Office, Team Leadership, Human Resources, Employee Benefits, Finance, Policy, Life Insurance, Training, Team Building, Coaching, Disability Insurance, Social Networking, Direct Sales, Public Relations, Social Media, Employee Relations, Facebook, Term Life Insurance, Long-term Care, Marketing Communications, New Business Development, Cold Calling, Account Management, Time Management
Education
Pittsburg State University 2013 — 2014
Master of Science (MS), Human Resources Development
Pittsburg State University 2010 — 2012
Bachelors of Science *Summa Cum Laude, Communication; Public Relations Minor: Pre-law
Fort Scott Community College 2009 — 2010
Associate of Science, Business Management
V.B.I. 1998 — 1999
Theology
Fort Scott High School
Cynthia Wedel's Northwestern Mutual Experience January 1982 - June 1985
Job Material Management Analyst at Viega
Industry Building Materials
Experience
RedGuard September 2013 - February 2015
RedGuard October 2012 - August 2013
Boeing March 1997 - September 2012
Boeing November 1987 - March 1997
Koch Industries November 1985 - November 1987
Koch Industries June 1985 - November 1985
Northwestern Mutual January 1982 - June 1985
Skills
Microsoft Office, Outlook, PowerPoint, Access, Visio, WebEx, SharePoint, Process Improvement, Requirements Gathering, Project Management, Multi Tasking, Microsoft Excel, Software Documentation, Microsoft Word, Lean Manufacturing, Change Management, Process Scheduler, Management, Windows, Word, Excel, MS Project, TrakQuip, CRM, Typing 120 WPM, Charts, Documentation, Scheduling, Lean Initiatives, Cross-functional Team..., Facilitation, Customer Support, Calendar &..., Strong Organizational..., Excellent Multi-Tasking..., Strong Attention to..., Strong Verbal / Written..., Possess Strong..., Possess Data Analysis..., Ownership /..., Discretion /..., Independent Worker /..., Leadership, Analysis, Training, Procurement, Budgets, Project Planning, Testing, Microsoft Project
Education
Friends University
Masters of Science, Management, 4.0 (4.0)
Friends University
Bachelors of Science, Business Administration, 3.50 (4.0)
Friends University
Associate of Science, Computer Science, 3.5 (4.0)
Wichita Northwest High School
RedGuard September 2013 - February 2015
RedGuard October 2012 - August 2013
Boeing March 1997 - September 2012
Boeing November 1987 - March 1997
Koch Industries November 1985 - November 1987
Koch Industries June 1985 - November 1985
Northwestern Mutual January 1982 - June 1985
Skills
Microsoft Office, Outlook, PowerPoint, Access, Visio, WebEx, SharePoint, Process Improvement, Requirements Gathering, Project Management, Multi Tasking, Microsoft Excel, Software Documentation, Microsoft Word, Lean Manufacturing, Change Management, Process Scheduler, Management, Windows, Word, Excel, MS Project, TrakQuip, CRM, Typing 120 WPM, Charts, Documentation, Scheduling, Lean Initiatives, Cross-functional Team..., Facilitation, Customer Support, Calendar &..., Strong Organizational..., Excellent Multi-Tasking..., Strong Attention to..., Strong Verbal / Written..., Possess Strong..., Possess Data Analysis..., Ownership /..., Discretion /..., Independent Worker /..., Leadership, Analysis, Training, Procurement, Budgets, Project Planning, Testing, Microsoft Project
Education
Friends University
Masters of Science, Management, 4.0 (4.0)
Friends University
Bachelors of Science, Business Administration, 3.50 (4.0)
Friends University
Associate of Science, Computer Science, 3.5 (4.0)
Wichita Northwest High School
Jamie Ozzano Jamie Ozzano's Northwestern Mutual Experience June 2011 - June 2012
Job Associate Trading Desk at Mindshare
Industry Marketing and Advertising
Experience
Mindshare April 2015 - Present
ICON International, Inc. September 2012 - June 2014
Northwestern Mutual June 2011 - June 2012
ORION Trading February 2011 - May 2011
Skills
Series 7, Financial Analysis, Financial Modeling, Alternative Investments, Series 63, Investments, Bloomberg, Securities, Retirement Planning, Asset Management, Strategic Financial..., Due Diligence, Financial Services, Valuation, Portfolio Management, Fixed Income
Education
Franklin & Marshall College 2006 — 2010
Bachelor's, Business
Mindshare April 2015 - Present
ICON International, Inc. September 2012 - June 2014
Northwestern Mutual June 2011 - June 2012
ORION Trading February 2011 - May 2011
Skills
Series 7, Financial Analysis, Financial Modeling, Alternative Investments, Series 63, Investments, Bloomberg, Securities, Retirement Planning, Asset Management, Strategic Financial..., Due Diligence, Financial Services, Valuation, Portfolio Management, Fixed Income
Education
Franklin & Marshall College 2006 — 2010
Bachelor's, Business
Taylor Levesque, MS's Northwestern Mutual Experience January 2013 - May 2014
Job American Cancer Society
Industry Human Resources
Experience
American Cancer Society December 2014 - Present
Northwestern Mutual January 2013 - May 2014
Target August 2011 - December 2012
Fordham University August 2009 - May 2010
Fordham University September 2008 - May 2010
Skills
Human Resources, Team Leadership, Leadership Development, Employee Engagement, Driving Results, Employee Recognition, Organizational Behavior, Behavior Management, Applied Behavior..., Training, Interviews, Sales, Recruiting, Maximizing productivity, Data Analysis, Coaching Staff, Interventions, Behavioral Interviewing, Consulting, Best Practices, Leadership, Coaching, Access, Performance Management, Time Management, Employee Training, College Recruiting, Conflict Resolution, Onboarding, PowerPoint, Research, Career Development, Finance, Hiring, Employee Relations, Talent Management, Building Relationships, Career Counseling, Talent Acquisition, New Hire Orientations, Social Networking, Organizational..., Succession Planning
Education
Simmons College 2010 — 2012
MS
Fordham University 2006 — 2010
BS
American Cancer Society December 2014 - Present
Northwestern Mutual January 2013 - May 2014
Target August 2011 - December 2012
Fordham University August 2009 - May 2010
Fordham University September 2008 - May 2010
Skills
Human Resources, Team Leadership, Leadership Development, Employee Engagement, Driving Results, Employee Recognition, Organizational Behavior, Behavior Management, Applied Behavior..., Training, Interviews, Sales, Recruiting, Maximizing productivity, Data Analysis, Coaching Staff, Interventions, Behavioral Interviewing, Consulting, Best Practices, Leadership, Coaching, Access, Performance Management, Time Management, Employee Training, College Recruiting, Conflict Resolution, Onboarding, PowerPoint, Research, Career Development, Finance, Hiring, Employee Relations, Talent Management, Building Relationships, Career Counseling, Talent Acquisition, New Hire Orientations, Social Networking, Organizational..., Succession Planning
Education
Simmons College 2010 — 2012
MS
Fordham University 2006 — 2010
BS
Andrea Gallego-Patrick's Northwestern Mutual Experience April 2004 - April 2011
Job Contributing Writer at MacDirectory
Industry Public Relations and Communications
Experience
MacDirectory August 2015 - Present
Miami Living Magazine January 2012 - Present
QmedRx April 2013 - Present
Factory eStores September 2012 - January 2013
Emerge Talent Agency April 2011 - September 2012
Edgefactory May 2011 - August 2011
Northwestern Mutual April 2004 - April 2011
WEUS Star Over Orlando November 2010 - March 2011
JP Morgan Chase March 2009 - November 2010
The Freeman Company January 2008 - August 2008
Skills
Keynote, iMovie, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Avid, Adobe Audition, XP, Windows 2000, Outlook Express, Public Speaking, Social Media, Social Networking, Blogging, Coordinating Events, Customer Service, Editing, Entertainment, Event Planning, Interviews, Media Relations, Press Releases, Radio, Social Media Marketing, Spanish, Training, Writing, Advertising, Event Management, Facebook, Fundraising, Leadership, Mac, Management, Marketing, Photoshop, Marketing Strategy, Sales, Television, SEO, Online Marketing, Public Relations, Trade Shows, Marketing Communications, Brand Development, Email Marketing, Microsoft Office, Publishing
Education
Full Sail University 2010 — 2011
M.S., Entertainment Business
University of Central Florida 2006 — 2008
B.A., Interdisciplinary Studies, Minor: Mass Communication Minor: Sociology
Seminole State College of Florida 2001 — 2005
A.A., Communications, Interior Design
Lake Mary High School 1998 — 2001
High School, High School Diploma
MacDirectory August 2015 - Present
Miami Living Magazine January 2012 - Present
QmedRx April 2013 - Present
Factory eStores September 2012 - January 2013
Emerge Talent Agency April 2011 - September 2012
Edgefactory May 2011 - August 2011
Northwestern Mutual April 2004 - April 2011
WEUS Star Over Orlando November 2010 - March 2011
JP Morgan Chase March 2009 - November 2010
The Freeman Company January 2008 - August 2008
Skills
Keynote, iMovie, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Avid, Adobe Audition, XP, Windows 2000, Outlook Express, Public Speaking, Social Media, Social Networking, Blogging, Coordinating Events, Customer Service, Editing, Entertainment, Event Planning, Interviews, Media Relations, Press Releases, Radio, Social Media Marketing, Spanish, Training, Writing, Advertising, Event Management, Facebook, Fundraising, Leadership, Mac, Management, Marketing, Photoshop, Marketing Strategy, Sales, Television, SEO, Online Marketing, Public Relations, Trade Shows, Marketing Communications, Brand Development, Email Marketing, Microsoft Office, Publishing
Education
Full Sail University 2010 — 2011
M.S., Entertainment Business
University of Central Florida 2006 — 2008
B.A., Interdisciplinary Studies, Minor: Mass Communication Minor: Sociology
Seminole State College of Florida 2001 — 2005
A.A., Communications, Interior Design
Lake Mary High School 1998 — 2001
High School, High School Diploma
John Flannery's Northwestern Mutual Experience November 2009 - December 2011
Job Associate Director at Coda Search
Industry Financial Services
Experience
Coda Search June 2013 - Present
The Mergis Group December 2011 - June 2013
Northwestern Mutual November 2009 - December 2011
Ambient Planet November 2008 - November 2009
Alloy Media + Marketing February 2005 - November 2008
Skills
Salesforce.com, Account Management, Human Resources, Investments, Recruiting, Finance, Accounting, Management, Financial Analysis, Applicant Tracking..., Portfolio Management, Sales, New Business Development, Onboarding, Networking, Talent Acquisition, Cold Calling, Technical Recruiting
Education
Fordham University 2000 — 2004
Bachelor of Arts, History
Coda Search June 2013 - Present
The Mergis Group December 2011 - June 2013
Northwestern Mutual November 2009 - December 2011
Ambient Planet November 2008 - November 2009
Alloy Media + Marketing February 2005 - November 2008
Skills
Salesforce.com, Account Management, Human Resources, Investments, Recruiting, Finance, Accounting, Management, Financial Analysis, Applicant Tracking..., Portfolio Management, Sales, New Business Development, Onboarding, Networking, Talent Acquisition, Cold Calling, Technical Recruiting
Education
Fordham University 2000 — 2004
Bachelor of Arts, History
Eugene Honrath III's Northwestern Mutual Experience September 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2014 - Present
Health and Wellness Professionals, Inc. January 2010 - September 2014
Health and Wellness Professionals, Inc. July 2008 - December 2009
AIG/AGSI - Team America Financial May 2000 - June 2006
Skills
Customer Service, Process Improvement, Management, Strategic Planning, Business Strategy, Sales, New Business Development, Health Promotion, Entrepreneurship, Information Technology, Customer Satisfaction, Social Media Marketing, Wellness Coaching, Employee Wellness, Employee Wellness..., Healthcare, Employee Benefits, Wellness, Business Development, Finance, Health Insurance, Relationship Management, Project Management, Applications..., Employee Management, Employee Handbooks, Privacy Policies, HR Policy Formulation, Leadership, Insurance, Account Management, Training, Team Building, Consulting, Public Speaking, Coaching, Marketing, Marketing Strategy, Brokers, Event Planning, Program Management, Microsoft Excel, Leadership Development, Team Leadership, Recruiting, Sales Management, Life Insurance, Disability Insurance, CRM, Medicare
Education
Frostburg State University 2002 — 2003
Bachelor of Science, Business
Robert Morris University 1999 — 2002
Business Administration, Business
Courtland High School 1995 — 1999
Diploma, Regular/General High School/Secondary Diploma Program
Northwestern Mutual September 2014 - Present
Health and Wellness Professionals, Inc. January 2010 - September 2014
Health and Wellness Professionals, Inc. July 2008 - December 2009
AIG/AGSI - Team America Financial May 2000 - June 2006
Skills
Customer Service, Process Improvement, Management, Strategic Planning, Business Strategy, Sales, New Business Development, Health Promotion, Entrepreneurship, Information Technology, Customer Satisfaction, Social Media Marketing, Wellness Coaching, Employee Wellness, Employee Wellness..., Healthcare, Employee Benefits, Wellness, Business Development, Finance, Health Insurance, Relationship Management, Project Management, Applications..., Employee Management, Employee Handbooks, Privacy Policies, HR Policy Formulation, Leadership, Insurance, Account Management, Training, Team Building, Consulting, Public Speaking, Coaching, Marketing, Marketing Strategy, Brokers, Event Planning, Program Management, Microsoft Excel, Leadership Development, Team Leadership, Recruiting, Sales Management, Life Insurance, Disability Insurance, CRM, Medicare
Education
Frostburg State University 2002 — 2003
Bachelor of Science, Business
Robert Morris University 1999 — 2002
Business Administration, Business
Courtland High School 1995 — 1999
Diploma, Regular/General High School/Secondary Diploma Program
Kiara Moniq'ue Harris's Northwestern Mutual Experience September 2014 - December 2014
Job Performance Improvement Office Coordinator at Florida Hospital
Industry Human Resources
Experience
Florida Hospital March 2015 - Present
Northwestern Mutual September 2014 - December 2014
Robert Half Technology November 2013 - July 2014
Aerotek Staffing Agency – Temporary StaffingWyndham Orlando Resorts May 2013 - November 2013
Loews - Distribution Center March 2013 - May 2013
Adventist Care March 2012 - December 2012
Hollister Co. September 2010 - June 2012
Donald R. Henderson MD MPH February 2011 - March 2011
TJMaxx April 2010 - October 2010
Gap Inc./Old Navy July 2009 - October 2010
Skills
Human Resources, Team Leadership, Positive Team Player, Positive Personality, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Exchange, Oracle HR, Micro J Plus, Auditing, Filing, Organizational Behavior, Customer Service, Question Answering, Multi Tasking, Multi-line Phone, Note Taking, Research
Education
Everest University
Diploma
Full Sail University
Florida Hospital March 2015 - Present
Northwestern Mutual September 2014 - December 2014
Robert Half Technology November 2013 - July 2014
Aerotek Staffing Agency – Temporary StaffingWyndham Orlando Resorts May 2013 - November 2013
Loews - Distribution Center March 2013 - May 2013
Adventist Care March 2012 - December 2012
Hollister Co. September 2010 - June 2012
Donald R. Henderson MD MPH February 2011 - March 2011
TJMaxx April 2010 - October 2010
Gap Inc./Old Navy July 2009 - October 2010
Skills
Human Resources, Team Leadership, Positive Team Player, Positive Personality, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Exchange, Oracle HR, Micro J Plus, Auditing, Filing, Organizational Behavior, Customer Service, Question Answering, Multi Tasking, Multi-line Phone, Note Taking, Research
Education
Everest University
Diploma
Full Sail University
Victor Tatis Victor Tatis's Northwestern Mutual Experience May 2013 - July 2013
Job
Industry Financial Services
Experience
Thomson Reuters July 2015 - Present
Desciuit/Courts NYC January 2011 - Present
Viacom January 2015 - May 2015
Bank of America April 2014 - January 2015
Northwestern Mutual May 2013 - July 2013
Direct Dialogue Fundraising (DDF) June 2012 - September 2012
Portela Law Firm April 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Leadership, Tax and Accounting, HTML, Public Speaking, Event Planning, Spanish, Social Networking, Research, Time Management, Social Media
Education
Fordham University
Bachelor of Business Administration (BBA)
Thomson Reuters July 2015 - Present
Desciuit/Courts NYC January 2011 - Present
Viacom January 2015 - May 2015
Bank of America April 2014 - January 2015
Northwestern Mutual May 2013 - July 2013
Direct Dialogue Fundraising (DDF) June 2012 - September 2012
Portela Law Firm April 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Leadership, Tax and Accounting, HTML, Public Speaking, Event Planning, Spanish, Social Networking, Research, Time Management, Social Media
Education
Fordham University
Bachelor of Business Administration (BBA)
Aaron Huang Aaron Huang's Northwestern Mutual Experience September 2010 - January 2011
Job Associate, Financial Services Advisory
Industry Financial Services
Experience
KPMG US October 2013 - Present
Siemer & Associates January 2013 - May 2013
Morgan Stanley Smith Barney January 2011 - January 2012
Northwestern Mutual September 2010 - January 2011
Skills
Mandarin, Investments, Microsoft Excel, Financial Modeling, Financial Analysis, Social Media, Bloomberg, Finance, Corporate Finance, Bloomberg Terminal, Research, Economics, PowerPoint, Social Networking, Public Speaking, Competitive Analysis, Strategy, Portfolio Management, Investment Banking, Equities, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Gabrielino High School 2005 — 2009
GE
Fudan University
KPMG US October 2013 - Present
Siemer & Associates January 2013 - May 2013
Morgan Stanley Smith Barney January 2011 - January 2012
Northwestern Mutual September 2010 - January 2011
Skills
Mandarin, Investments, Microsoft Excel, Financial Modeling, Financial Analysis, Social Media, Bloomberg, Finance, Corporate Finance, Bloomberg Terminal, Research, Economics, PowerPoint, Social Networking, Public Speaking, Competitive Analysis, Strategy, Portfolio Management, Investment Banking, Equities, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Gabrielino High School 2005 — 2009
GE
Fudan University
Gillian Halberg Gillian Halberg's Northwestern Mutual Experience December 2013 - Present
Job Associate Financial Representative
Industry Financial Services
Experience
Northwestern Mutual December 2013 - Present
Dunhill Marketing & Insurance Services October 2011 - December 2013
Parq Advisors Insurance and Estate Planning October 2009 - October 2011
Rosano Partners November 2008 - July 2009
Skills
Life Insurance, Financial Analysis, Underwriting, Investments, Estate Planning, Commercial Real Estate, Disability Insurance, Executive Management, Leadership, Employee Benefits, Long-term Care, Health Insurance, Insurance, 401k, Fixed Annuities
Education
University of Arizona 2004 — 2008
Bachelor of Science (B.S.), Regional Development & Spanish
Francis W. Parker School 2000 — 2004
Northwestern Mutual December 2013 - Present
Dunhill Marketing & Insurance Services October 2011 - December 2013
Parq Advisors Insurance and Estate Planning October 2009 - October 2011
Rosano Partners November 2008 - July 2009
Skills
Life Insurance, Financial Analysis, Underwriting, Investments, Estate Planning, Commercial Real Estate, Disability Insurance, Executive Management, Leadership, Employee Benefits, Long-term Care, Health Insurance, Insurance, 401k, Fixed Annuities
Education
University of Arizona 2004 — 2008
Bachelor of Science (B.S.), Regional Development & Spanish
Francis W. Parker School 2000 — 2004
Diane Pelletier Diane Pelletier's Northwestern Mutual Experience July 2014 - March 2015
Job Insurance Agent with Health Markets
Industry Insurance
Experience
Northwestern Mutual July 2014 - March 2015
NITCO - Northland Industrial Truck Co. January 2005 - April 2014
Black Tie Limousine, Inc October 2003 - August 2006
Porter Athletic April 2004 - December 2005
Red Thread May 1994 - October 2003
Skills
Operations Management, Continuous Improvement, Logistics, Process Improvement, Purchasing, Sales Management, Team Building, Negotiation, Inventory Management
Education
Franklin Pierce University 1995 — 1997
Associate's degree, Finance, General
Valley Works
Northwestern Mutual July 2014 - March 2015
NITCO - Northland Industrial Truck Co. January 2005 - April 2014
Black Tie Limousine, Inc October 2003 - August 2006
Porter Athletic April 2004 - December 2005
Red Thread May 1994 - October 2003
Skills
Operations Management, Continuous Improvement, Logistics, Process Improvement, Purchasing, Sales Management, Team Building, Negotiation, Inventory Management
Education
Franklin Pierce University 1995 — 1997
Associate's degree, Finance, General
Valley Works
William Vahey William Vahey's Northwestern Mutual Experience May 2012 - December 2012
Job Global Equity Portfolio Management at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2015 - Present
Lenox Advisors November 2014 - May 2015
Lenox Advisors June 2013 - October 2014
Northwestern Mutual May 2012 - December 2012
Skills
Financial Analysis, Bloomberg Terminal, Research, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Writing, Valuation, DCF Valuation, Spanish, Securities, Team Leadership, Blogging, Real Estate Investor, Life Insurance, Disability Insurance, Long Term Care Insurance, Sales Finance
Education
CFA Institute – 2015 Level II Candidate in the CFA Program
2015 Level II Candidate in the CMT Program
Fordham University 2009 — 2013
Bachelor of Arts (BA), Economics
Ardsley High School 2005 — 2009
Wellington Management June 2015 - Present
Lenox Advisors November 2014 - May 2015
Lenox Advisors June 2013 - October 2014
Northwestern Mutual May 2012 - December 2012
Skills
Financial Analysis, Bloomberg Terminal, Research, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Writing, Valuation, DCF Valuation, Spanish, Securities, Team Leadership, Blogging, Real Estate Investor, Life Insurance, Disability Insurance, Long Term Care Insurance, Sales Finance
Education
CFA Institute – 2015 Level II Candidate in the CFA Program
2015 Level II Candidate in the CMT Program
Fordham University 2009 — 2013
Bachelor of Arts (BA), Economics
Ardsley High School 2005 — 2009
Thomas Miller, CFP® Thomas Miller, CFP®'s Northwestern Mutual Experience June 2006 - May 2008
Job Vice President, Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management May 2014 - Present
Self Employed April 2014 - April 2014
uFinancial Group June 2011 - January 2014
Northwestern Mutual Financial Network June 2008 - June 2011
Northwestern Mutual June 2006 - May 2008
Franklin & Marshall College September 2004 - June 2006
Education
Franklin & Marshall College 2004 — 2008
B.A., Business, Organizations, and Society
PNC Wealth Management May 2014 - Present
Self Employed April 2014 - April 2014
uFinancial Group June 2011 - January 2014
Northwestern Mutual Financial Network June 2008 - June 2011
Northwestern Mutual June 2006 - May 2008
Franklin & Marshall College September 2004 - June 2006
Education
Franklin & Marshall College 2004 — 2008
B.A., Business, Organizations, and Society
Ryan Hypke, CFA Ryan Hypke, CFA's Northwestern Mutual Experience April 2010 - January 2011
Job Portfolio Manager at Edward Jones
Industry Investment Management
Experience
Edward Jones October 2014 - Present
Russell Investments November 2012 - October 2014
Russell Investments February 2011 - October 2012
Northwestern Mutual April 2010 - January 2011
Marine Bank July 2009 - March 2010
Northwestern Mutual July 2008 - July 2009
Skills
Asset Allocation, Series 7, Wealth Management, Portfolio Management, Mutual Funds, Personal Finance, Investment Management, Asset Managment, Series 66, Alternative Investments, Retirement Planning, Separately Managed..., Capital Markets, Relationship Management, Investment Policy..., Risk Management, Financial Analysis, Microsoft Excel, Microsoft Office, Morningstar Direct, Business Development, Axys, Moxy, Investments, Investment Strategies
Education
Francis Marion University 2006 — 2008
Bachelor of Business Administration, Finance and Marketing
Parkland College 2005 — 2006
A.S., Business
Edward Jones October 2014 - Present
Russell Investments November 2012 - October 2014
Russell Investments February 2011 - October 2012
Northwestern Mutual April 2010 - January 2011
Marine Bank July 2009 - March 2010
Northwestern Mutual July 2008 - July 2009
Skills
Asset Allocation, Series 7, Wealth Management, Portfolio Management, Mutual Funds, Personal Finance, Investment Management, Asset Managment, Series 66, Alternative Investments, Retirement Planning, Separately Managed..., Capital Markets, Relationship Management, Investment Policy..., Risk Management, Financial Analysis, Microsoft Excel, Microsoft Office, Morningstar Direct, Business Development, Axys, Moxy, Investments, Investment Strategies
Education
Francis Marion University 2006 — 2008
Bachelor of Business Administration, Finance and Marketing
Parkland College 2005 — 2006
A.S., Business
Kristine Dowd Kristine Dowd's Northwestern Mutual Experience May 2013 - August 2013
Job Assistant Account Executive at TBWA\Chiat\Day
Industry
Experience
TBWA\Chiat\Day June 2015 - Present
Auntie Anne's, Inc. September 2014 - May 2015
Franklin and Marshall College January 2014 - September 2014
California Tortilla May 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
Martin Counseling and Associates May 2011 - August 2012
Skills
Invoicing, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Facebook, Marketing
Education
Franklin & Marshall College 2011 — 2015
Bachelor of Arts (B.A.), French and English Literature, Cum Laude
Centennial High School 2007 — 2011
High School Diploma
TBWA\Chiat\Day June 2015 - Present
Auntie Anne's, Inc. September 2014 - May 2015
Franklin and Marshall College January 2014 - September 2014
California Tortilla May 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
Martin Counseling and Associates May 2011 - August 2012
Skills
Invoicing, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Facebook, Marketing
Education
Franklin & Marshall College 2011 — 2015
Bachelor of Arts (B.A.), French and English Literature, Cum Laude
Centennial High School 2007 — 2011
High School Diploma
Logan Greer Logan Greer's Northwestern Mutual Experience August 2010 - December 2010
Job Admissions Recruiter at FreedHardeman University
Industry Education Management
Experience
Freed-Hardeman University May 2011 - Present
Northwestern Mutual August 2010 - December 2010
The Fleming Law Firm June 2010 - August 2010
Skills
Analytical Reasoning, Highly personable, Communication, Efficiency, Marketing, Leadership, Organization, Trust, Recruiting, Reliability, Building Relationships, Healthy Relationships, Peer Relationships, Social Networking
Education
Freed-Hardeman University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Freed-Hardeman University May 2011 - Present
Northwestern Mutual August 2010 - December 2010
The Fleming Law Firm June 2010 - August 2010
Skills
Analytical Reasoning, Highly personable, Communication, Efficiency, Marketing, Leadership, Organization, Trust, Recruiting, Reliability, Building Relationships, Healthy Relationships, Peer Relationships, Social Networking
Education
Freed-Hardeman University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Kirk Wimberly IV Kirk Wimberly IV's Northwestern Mutual Experience July 1995 - Present
Job Financial Representative, Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 1995 - Present
Skills
Disability Insurance, Insurance, Risk Management, Marketing, Customer Service, Asset Management, Financial Planning, Finance, Mortgage Lending, Sales, Investments, Long-term Care, Property & Casualty..., Retirement, Life Insurance, Portfolio Management, Securities, Small Business, Employee Benefits, Series 7, Sales Management, Retirement Planning, Fixed Annuities, Underwriting, Strategic Financial..., Financial Analysis, Health Insurance, Estate Planning, Long Term Care Insurance, Wealth Management, Account Management, Cold Calling, IRAs, Financial Services
Education
Fort Lewis College 1988 — 1992
Fort Lewis College
Northwestern Mutual July 1995 - Present
Skills
Disability Insurance, Insurance, Risk Management, Marketing, Customer Service, Asset Management, Financial Planning, Finance, Mortgage Lending, Sales, Investments, Long-term Care, Property & Casualty..., Retirement, Life Insurance, Portfolio Management, Securities, Small Business, Employee Benefits, Series 7, Sales Management, Retirement Planning, Fixed Annuities, Underwriting, Strategic Financial..., Financial Analysis, Health Insurance, Estate Planning, Long Term Care Insurance, Wealth Management, Account Management, Cold Calling, IRAs, Financial Services
Education
Fort Lewis College 1988 — 1992
Fort Lewis College
Nicole Dupuis's Northwestern Mutual Experience October 2008 - July 2011
Job Director Wall Street Run Walk at American Heart Association | American Stroke Association
Industry Financial Services
Experience
American Heart Association American Stroke Association February 2015 - Present
Muscular Dystrophy Association 2012 - January 2015
Northwestern Mutual Financial Network August 2011 - March 2012
Northwestern Mutual October 2008 - July 2011
Obama 08 Campaign 2003 - 2007
Skills
Writting, Client Management, Client Relationship..., Sales Coach, Lead Generation, Leadership Development, Technology Development, Training & Development, Practice Management, Marketing Communications, Community Service, Event Planning, Event Marketing, Sales, CRM, Client Relations, Social Networking
Education
NYU 2010 — 2011
Professional Certificate, Creative Writing
Fordham University 2004 — 2008
BA, Philosophy
American Heart Association American Stroke Association February 2015 - Present
Muscular Dystrophy Association 2012 - January 2015
Northwestern Mutual Financial Network August 2011 - March 2012
Northwestern Mutual October 2008 - July 2011
Obama 08 Campaign 2003 - 2007
Skills
Writting, Client Management, Client Relationship..., Sales Coach, Lead Generation, Leadership Development, Technology Development, Training & Development, Practice Management, Marketing Communications, Community Service, Event Planning, Event Marketing, Sales, CRM, Client Relations, Social Networking
Education
NYU 2010 — 2011
Professional Certificate, Creative Writing
Fordham University 2004 — 2008
BA, Philosophy
Antonio Villani Antonio Villani's Northwestern Mutual Experience January 2012 - June 2014
Job Registered Representative at State Farm Patrick Smith Agency
Industry Financial Services
Experience
State Farm Patrick Smith Agency August 2014 - Present
Northwestern Mutual January 2012 - June 2014
Rodney D. Young Insurance 2001 - 2011
Skills
Customer Service, Risk Management, Credit, Team Building, Sales, Finance, Management, Leadership, Strategic Planning, Microsoft Office, To learn about my..., Microsoft Excel, Budgets, Team Leadership, Analysis, Insurance, Financial Analysis, Employee Benefits, Access, Investments, Account Management, Life Insurance, Permanent Life Insurance, Term Life Insurance, Disability Insurance, Variable Annuities, Fixed Annuities, Guaranteed Lifetime...
Education
Metropolitan State University of Denver
Bachelor, Finance
Front Range Community College
Associate of Arts, General
State Farm Patrick Smith Agency August 2014 - Present
Northwestern Mutual January 2012 - June 2014
Rodney D. Young Insurance 2001 - 2011
Skills
Customer Service, Risk Management, Credit, Team Building, Sales, Finance, Management, Leadership, Strategic Planning, Microsoft Office, To learn about my..., Microsoft Excel, Budgets, Team Leadership, Analysis, Insurance, Financial Analysis, Employee Benefits, Access, Investments, Account Management, Life Insurance, Permanent Life Insurance, Term Life Insurance, Disability Insurance, Variable Annuities, Fixed Annuities, Guaranteed Lifetime...
Education
Metropolitan State University of Denver
Bachelor, Finance
Front Range Community College
Associate of Arts, General
Hayden Tyson's Northwestern Mutual Experience January 2010 - June 2010
Job Business Development Manager Buy Side at Intralinks DealNexus
Industry Financial Services
Experience
Intralinks DealNexus September 2014 - Present
Reciprocus International Pte Ltd June 2013 - September 2014
Powerlinx, Inc. December 2012 - September 2014
CB Alliance, Inc. December 2012 - June 2013
UBS June 2011 - August 2011
Brown White & Newhouse LLP May 2010 - August 2010
Northwestern Mutual January 2010 - June 2010
Skills
Financial Analysis, Entrepreneurship, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Social Networking, Sales Management, Research Information, Operations Management, Client Development, New Business Development, Deal Sourcing, Team Leadership, CRM, Pipeline Development, Strategic Planning, Business Strategy
Education
Fordham University 2008 — 2012
Bachelors, Finance, Economics
University of Cape Town 2010 — 2011
BS, Finance, General
Loyola High School
Intralinks DealNexus September 2014 - Present
Reciprocus International Pte Ltd June 2013 - September 2014
Powerlinx, Inc. December 2012 - September 2014
CB Alliance, Inc. December 2012 - June 2013
UBS June 2011 - August 2011
Brown White & Newhouse LLP May 2010 - August 2010
Northwestern Mutual January 2010 - June 2010
Skills
Financial Analysis, Entrepreneurship, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Social Networking, Sales Management, Research Information, Operations Management, Client Development, New Business Development, Deal Sourcing, Team Leadership, CRM, Pipeline Development, Strategic Planning, Business Strategy
Education
Fordham University 2008 — 2012
Bachelors, Finance, Economics
University of Cape Town 2010 — 2011
BS, Finance, General
Loyola High School
Peter Coffman Peter Coffman's Northwestern Mutual Experience May 2013 - August 2013
Job Corporate Banking Analyst at TD
Industry Financial Services
Experience
TD July 2015 - Present
Ernst & Young June 2014 - August 2014
Pioneer Financial, Northwestern Mutual Wealth Management May 2013 - August 2013
Northwestern Mutual May 2013 - August 2013
The Founder Institute January 2012 - March 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Outlook, Access, iMovie, Financial Services, PowerPoint, Financial Modeling, Morningstar, Tax Accounting, Financial Accounting, Valuation Modeling, Portfolio Management, Investments, Management, Public Speaking
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Major: Finance, Minor: Accounting, Concentration: Alternative Investments, Summa Cum Laude
Fordham University London Centre 2013 — 2013
TD July 2015 - Present
Ernst & Young June 2014 - August 2014
Pioneer Financial, Northwestern Mutual Wealth Management May 2013 - August 2013
Northwestern Mutual May 2013 - August 2013
The Founder Institute January 2012 - March 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Outlook, Access, iMovie, Financial Services, PowerPoint, Financial Modeling, Morningstar, Tax Accounting, Financial Accounting, Valuation Modeling, Portfolio Management, Investments, Management, Public Speaking
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Major: Finance, Minor: Accounting, Concentration: Alternative Investments, Summa Cum Laude
Fordham University London Centre 2013 — 2013
Lauren Jantsch Lauren Jantsch's Northwestern Mutual Experience May 2009 - August 2009
Job Google for Work Program Manager at Google
Industry Internet
Experience
Google September 2013 - Present
Google October 2012 - September 2013
Google June 2011 - October 2012
Johnson & Johnson June 2010 - May 2011
Northwestern Mutual May 2009 - August 2009
Skills
SaaS, Salesforce.com, Google Apps, Lead Generation, Cloud Computing, Enterprise Software, Program Management, Solution Selling, CRM, Sales, Strategic Partnerships
Education
Fordham University 2007 — 2011
Google September 2013 - Present
Google October 2012 - September 2013
Google June 2011 - October 2012
Johnson & Johnson June 2010 - May 2011
Northwestern Mutual May 2009 - August 2009
Skills
SaaS, Salesforce.com, Google Apps, Lead Generation, Cloud Computing, Enterprise Software, Program Management, Solution Selling, CRM, Sales, Strategic Partnerships
Education
Fordham University 2007 — 2011
Garrett DeVore Garrett DeVore's Northwestern Mutual Experience January 2010 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2010 - Present
DeVore Boookkeeping August 2004 - December 2009
Education
Frostburg State University 2004 — 2008
B.S., Business
Northwestern Mutual January 2010 - Present
DeVore Boookkeeping August 2004 - December 2009
Education
Frostburg State University 2004 — 2008
B.S., Business
Daniel Bound Daniel Bound's Northwestern Mutual Experience April 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual April 2002 - Present
Education
Fort Lewis College 1997 — 2001
Bachelor Degree
People's Academy
High School Diploma
Northwestern Mutual April 2002 - Present
Education
Fort Lewis College 1997 — 2001
Bachelor Degree
People's Academy
High School Diploma
Trent Hillaert Trent Hillaert's Northwestern Mutual Experience January 2009 - June 2010
Job Senior Designer for Econize Closets
Industry Management Consulting
Experience
Eco-nize Closets September 2009 - Present
Northwestern Mutual January 2009 - June 2010
MassMutual Financial Group December 2007 - January 2009
Cuenya Construction July 2006 - July 2007
RPA Construction June 2005 - July 2007
Ave Maria University August 2003 - July 2005
Ave Maria College of The Americas August 2003 - August 2004
Skills
Administration, Coaching, Construction, Finance, Investments, Leadership, Residential Homes, Small Business, Strategic Planning, Time Management
Education
Franciscan University of Steubenville 1998 — 2001
Masters, Theology & Catechetics
Indiana University South Bend 1990 — 1995
BS, Secondary Ed & Spanish
Eco-nize Closets September 2009 - Present
Northwestern Mutual January 2009 - June 2010
MassMutual Financial Group December 2007 - January 2009
Cuenya Construction July 2006 - July 2007
RPA Construction June 2005 - July 2007
Ave Maria University August 2003 - July 2005
Ave Maria College of The Americas August 2003 - August 2004
Skills
Administration, Coaching, Construction, Finance, Investments, Leadership, Residential Homes, Small Business, Strategic Planning, Time Management
Education
Franciscan University of Steubenville 1998 — 2001
Masters, Theology & Catechetics
Indiana University South Bend 1990 — 1995
BS, Secondary Ed & Spanish
Daniel Manrique Daniel Manrique's Northwestern Mutual Experience January 2014 - September 2014
Job Financial Services Professional at Capstone Partners Financial and Insurance Services
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services September 2014 - Present
Northwestern Mutual January 2014 - September 2014
Team Red, White & Blue March 2013 - January 2014
Bank of America November 2011 - January 2014
Lionsgate - Pantelion Films 2011 - 2011
JC Robbins Management 2010 - 2011
United States Marine Corps November 2003 - December 2007
Skills
Management, Leadership, Marketing, Project Management, Access, Social Networking, Social Media Marketing, Event Planning, Entrepreneurship, Security Clearance, PowerPoint, Facebook, Entertainment, Sales, Radio, Microsoft Office, Government, Social Media, Photography, Television, Film
Education
Full Sail University 2008 — 2011
Master of Science (M.S.), Arts, Entertainment, and Media Management
Full Sail University 2008 — 2010
Bachelor of Science (B.S.), Arts, Entertainment, and Media Management
Capstone Partners Financial and Insurance Services September 2014 - Present
Northwestern Mutual January 2014 - September 2014
Team Red, White & Blue March 2013 - January 2014
Bank of America November 2011 - January 2014
Lionsgate - Pantelion Films 2011 - 2011
JC Robbins Management 2010 - 2011
United States Marine Corps November 2003 - December 2007
Skills
Management, Leadership, Marketing, Project Management, Access, Social Networking, Social Media Marketing, Event Planning, Entrepreneurship, Security Clearance, PowerPoint, Facebook, Entertainment, Sales, Radio, Microsoft Office, Government, Social Media, Photography, Television, Film
Education
Full Sail University 2008 — 2011
Master of Science (M.S.), Arts, Entertainment, and Media Management
Full Sail University 2008 — 2010
Bachelor of Science (B.S.), Arts, Entertainment, and Media Management
Joseph Wexler Joseph Wexler's Northwestern Mutual Experience September 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual September 2010 - Present
Don Bosco Preparatory High School January 2013 - Present
NYPD May 2008 - September 2010
Skills
Integrity, Leadership, Critical Thinking, Accountability, Effective Listener, Development, Motivational, Patience, Consulting, Problem Solving, Project Management, Coaching, Customer Service, Networking, Analysis, Securities, Estate Planning, Motivational Speaking, Investments, Risk Management, Financial Planning, Finance, Social Media, Microsoft Excel, Social Networking
Education
Fordham University 2006 — 2010
B.S., Finance and Marketing
Don Bosco Prepatory High School 2002 — 2006
Northwestern Mutual September 2010 - Present
Don Bosco Preparatory High School January 2013 - Present
NYPD May 2008 - September 2010
Skills
Integrity, Leadership, Critical Thinking, Accountability, Effective Listener, Development, Motivational, Patience, Consulting, Problem Solving, Project Management, Coaching, Customer Service, Networking, Analysis, Securities, Estate Planning, Motivational Speaking, Investments, Risk Management, Financial Planning, Finance, Social Media, Microsoft Excel, Social Networking
Education
Fordham University 2006 — 2010
B.S., Finance and Marketing
Don Bosco Prepatory High School 2002 — 2006
Kimberly Middleton, MBA's Northwestern Mutual Experience October 2001 - October 2003
Job Vice President, Enterprise! Sr. Account Manager
Industry Financial Services
Experience
Midland Loan Services November 2005 - Present
Midland Loan Services October 2003 - November 2005
Northwestern Mutual October 2001 - October 2003
Skills
Account Management, Project Management, Financial Analysis, Budgeting, Business Development, Contract Negotiations, Service Level Management, Customer Relations, Forecasting, Portfolio Management, Contract Management, Compliance, Customer Service, Contract Negotiation, Process Improvement, Budgets, Analysis
Education
University of Phoenix -Kansas City Campus 2004 — 2008
Master, Business Administration
Kansas State University 1998 — 2001
Bachlor, Finance
Fort Hays State University 1996 — 1998
Midland Loan Services November 2005 - Present
Midland Loan Services October 2003 - November 2005
Northwestern Mutual October 2001 - October 2003
Skills
Account Management, Project Management, Financial Analysis, Budgeting, Business Development, Contract Negotiations, Service Level Management, Customer Relations, Forecasting, Portfolio Management, Contract Management, Compliance, Customer Service, Contract Negotiation, Process Improvement, Budgets, Analysis
Education
University of Phoenix -Kansas City Campus 2004 — 2008
Master, Business Administration
Kansas State University 1998 — 2001
Bachlor, Finance
Fort Hays State University 1996 — 1998
Frederick James Onorato, JD's Northwestern Mutual Experience February 2007 - December 2010
Job at Onorato & Onorato Legal, Consulting and Advisory Services
Industry Legal Services
Experience
Onorato & Onorato Legal, Consulting and Advisory Services May 2011 - Present
SiRRAN Communications Ltd December 2010 - May 2011
Solaire Generation Inc 2009 - 2011
Northwestern Mutual February 2007 - December 2010
Wachovia Securities, LLC September 2004 - February 2007
Urban Architectural Interiors, Inc. October 2001 - January 2004
Skills
Start-ups, Business Development, Finance, Networking, Sales, Real Estate, Leadership, Portfolio Management, Team Building, Human Resources, Telecommunications, Investments, Mergers & Acquisitions, Insurance, Strategy, Risk Management, Contract Negotiation, Management, Strategic Planning
Education
Fordham University School of Law 1986 — 1989
Providence College 1981 — 1985
BA, Political Science
Scarsdale High School
Onorato & Onorato Legal, Consulting and Advisory Services May 2011 - Present
SiRRAN Communications Ltd December 2010 - May 2011
Solaire Generation Inc 2009 - 2011
Northwestern Mutual February 2007 - December 2010
Wachovia Securities, LLC September 2004 - February 2007
Urban Architectural Interiors, Inc. October 2001 - January 2004
Skills
Start-ups, Business Development, Finance, Networking, Sales, Real Estate, Leadership, Portfolio Management, Team Building, Human Resources, Telecommunications, Investments, Mergers & Acquisitions, Insurance, Strategy, Risk Management, Contract Negotiation, Management, Strategic Planning
Education
Fordham University School of Law 1986 — 1989
Providence College 1981 — 1985
BA, Political Science
Scarsdale High School
Matthew Valente Matthew Valente's Northwestern Mutual Experience May 2011 - August 2011
Job Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
OC&C Strategy Consultants September 2012 - December 2014
Northwestern Mutual May 2011 - August 2011
Education
Franklin & Marshall College
B.A., Economics, Mathematics
JPMorgan Chase & Co. January 2015 - Present
OC&C Strategy Consultants September 2012 - December 2014
Northwestern Mutual May 2011 - August 2011
Education
Franklin & Marshall College
B.A., Economics, Mathematics
Bridget Echols Bridget Echols's Northwestern Mutual Experience 1998 - 2006
Job Phlebotomist at Dupage Medical Group
Industry Hospital & Health Care
Experience
Dupage Medical Group May 2013 - Present
TotalWellness March 2013 - Present
Rush Copley Medical February 2013 - March 2013
Northwestern Mutual 1998 - 2006
Skills
Phlebotomy, Microsoft Office, Microsoft Word, Budgets, Customer Service, PowerPoint, Cost Management, BLS, Time Management, Communication, Life Insurance, Office Administration
Education
Waubonsee Community College 2012 — 2013
Phlebotomy Technician, Phlebotomy Technician/Phlebotomist, A
Fox College Inc 1996 — 1997
Administrative Assistant, Administrative Assistant and Secretarial Science, General
Dupage Medical Group May 2013 - Present
TotalWellness March 2013 - Present
Rush Copley Medical February 2013 - March 2013
Northwestern Mutual 1998 - 2006
Skills
Phlebotomy, Microsoft Office, Microsoft Word, Budgets, Customer Service, PowerPoint, Cost Management, BLS, Time Management, Communication, Life Insurance, Office Administration
Education
Waubonsee Community College 2012 — 2013
Phlebotomy Technician, Phlebotomy Technician/Phlebotomist, A
Fox College Inc 1996 — 1997
Administrative Assistant, Administrative Assistant and Secretarial Science, General
Spencer Cohen Spencer Cohen's Northwestern Mutual Experience May 2012 - Present
Job Financial Plan Analyst / Associate Wealth Management Advisor
Industry
Experience
Northwestern Mutual May 2012 - Present
Olympia Capital Markets Group March 2012 - May 2012
St. Matthews Medical School April 2010 - October 2011
Jeff Barker Productions June 2009 - September 2009
Giuliani Partners LLC June 2008 - September 2008
Education
Franklin & Marshall College 2005 — 2009
Bachelors of Sciences, Neuroscience
Northwestern Mutual May 2012 - Present
Olympia Capital Markets Group March 2012 - May 2012
St. Matthews Medical School April 2010 - October 2011
Jeff Barker Productions June 2009 - September 2009
Giuliani Partners LLC June 2008 - September 2008
Education
Franklin & Marshall College 2005 — 2009
Bachelors of Sciences, Neuroscience
Chase Golomb Chase Golomb's Northwestern Mutual Experience January 2008 - January 2012
Job Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors January 2012 - Present
Northwestern Mutual January 2008 - January 2012
Laidlaw & Co. Ltd. September 2007 - November 2007
Skills
Wealth Management, Retirement Planning, Estate Planning, Asset Management, Series 6, Series 63, Disability Insurance, Life Insurance, Group Benefit Plans
Education
Fordham University 2004 — 2008
BS, Business Administration
Governor Livingston High School 2000 — 2004
Lenox Advisors January 2012 - Present
Northwestern Mutual January 2008 - January 2012
Laidlaw & Co. Ltd. September 2007 - November 2007
Skills
Wealth Management, Retirement Planning, Estate Planning, Asset Management, Series 6, Series 63, Disability Insurance, Life Insurance, Group Benefit Plans
Education
Fordham University 2004 — 2008
BS, Business Administration
Governor Livingston High School 2000 — 2004
Candace Evans Candace Evans's Northwestern Mutual Experience December 2006 - January 2013
Job Executive Assistant
Industry Financial Services
Experience
Kaiser Permanente June 2014 - January 2015
Northwestern Mutual December 2006 - January 2013
Fast Cash September 2006 - December 2006
SEIU July 2006 - July 2006
R & S Erection March 2006 - July 2006
Vortex Doors January 2004 - February 2006
Access Hardware Supply May 2002 - January 2004
World Savings August 2000 - March 2002
Skills
Accounts Receivable, Management, General Ledger, Strategic Financial..., Insurance, Financial Analysis, Employee Benefits, Microsoft Excel, Outlook, Customer Service, Microsoft Word, Credit, Microsoft Office, Health Insurance
Education
Franklin University 2009 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Heald College 2004 — 2005
Associate of Science (A.S.), Accounting and Business/Management, 3.86
Heald College-Hayward 2002 — 2004
Associate of Science (AS), Computer Business Administration, 3.77
James Logan 1998 — 2000
High School Diploma, General Education
Kaiser Permanente June 2014 - January 2015
Northwestern Mutual December 2006 - January 2013
Fast Cash September 2006 - December 2006
SEIU July 2006 - July 2006
R & S Erection March 2006 - July 2006
Vortex Doors January 2004 - February 2006
Access Hardware Supply May 2002 - January 2004
World Savings August 2000 - March 2002
Skills
Accounts Receivable, Management, General Ledger, Strategic Financial..., Insurance, Financial Analysis, Employee Benefits, Microsoft Excel, Outlook, Customer Service, Microsoft Word, Credit, Microsoft Office, Health Insurance
Education
Franklin University 2009 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Heald College 2004 — 2005
Associate of Science (A.S.), Accounting and Business/Management, 3.86
Heald College-Hayward 2002 — 2004
Associate of Science (AS), Computer Business Administration, 3.77
James Logan 1998 — 2000
High School Diploma, General Education
Bailey Burgess's Northwestern Mutual Experience May 2013 - Present
Job Associate Financial Representative for Blake Martin at Nortwestern Mutual (RPS Financial Group)
Industry Financial Services
Experience
Northwestern Mutual May 2013 - Present
Hanger, Inc. February 2013 - May 2013
Sterling Community Wellness Center August 2011 - February 2013
City of Sterling March 2010 - February 2013
Skills
Microsoft Excel, Microsoft Word, First Aid, Life & Health Insurance..., Organized Multi-tasker, Microsoft Office, Office Administration, Appointment Scheduling, Microsoft Publisher, Insurance, Applications
Education
Fort Hays State University 2015 — 2017
Master’s Degree, Counseling Psychology
Sterling College 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
University of Kansas 2009 — 2011
Secondary English Education
Northwestern Mutual May 2013 - Present
Hanger, Inc. February 2013 - May 2013
Sterling Community Wellness Center August 2011 - February 2013
City of Sterling March 2010 - February 2013
Skills
Microsoft Excel, Microsoft Word, First Aid, Life & Health Insurance..., Organized Multi-tasker, Microsoft Office, Office Administration, Appointment Scheduling, Microsoft Publisher, Insurance, Applications
Education
Fort Hays State University 2015 — 2017
Master’s Degree, Counseling Psychology
Sterling College 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
University of Kansas 2009 — 2011
Secondary English Education
Nick Sergi Nick Sergi's Northwestern Mutual Experience June 2015 - August 2015
Job Intern at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management September 2015 - Present
Northwestern Mutual June 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, Customer Service, Leadership, PowerPoint, Microsoft Word, Management, Finance, Sales, Public Speaking, Investments, Marketing
Education
Fordham University 2013 — 2017
Fordham University 2013 — 2017
Economics
Morgan Stanley Private Wealth Management September 2015 - Present
Northwestern Mutual June 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, Customer Service, Leadership, PowerPoint, Microsoft Word, Management, Finance, Sales, Public Speaking, Investments, Marketing
Education
Fordham University 2013 — 2017
Fordham University 2013 — 2017
Economics
Chad LeRiger's Northwestern Mutual Experience October 2004 - October 2005
Job Experienced Business Development Professional
Industry Consumer Services
Experience
Anytime Fitness October 2005 - February 2015
Stirk CNG September 2013 - October 2014
Northwestern Mutual October 2004 - October 2005
Army National Guard April 1997 - April 2005
US Army 2002 - 2004
Skills
Leadership, Fitness, Small Business, Leadership Development, Wellness, Nutrition, Strategic Planning, Coaching, Entrepreneurship, Customer Service, Marketing, Sales, Lifestyle, Public Speaking, Sports, Business Development, Business Strategy, Relationship Management, Project Management, Operations Management, Team Building, Management, New Business Development, Sales Management, Team Leadership, Contract Negotiation, Personal Training, Strength Training, Fitness Training, Strategy, Budgets, Negotiation, Marketing Strategy, Analysis, Process Improvement, Training, Account Management, Social Media, Project Planning, Business Planning, Program Management
Education
Franklin University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.95
University of Nebraska-Lincoln 2000 — 2005
Business Administration, Business
Anytime Fitness October 2005 - February 2015
Stirk CNG September 2013 - October 2014
Northwestern Mutual October 2004 - October 2005
Army National Guard April 1997 - April 2005
US Army 2002 - 2004
Skills
Leadership, Fitness, Small Business, Leadership Development, Wellness, Nutrition, Strategic Planning, Coaching, Entrepreneurship, Customer Service, Marketing, Sales, Lifestyle, Public Speaking, Sports, Business Development, Business Strategy, Relationship Management, Project Management, Operations Management, Team Building, Management, New Business Development, Sales Management, Team Leadership, Contract Negotiation, Personal Training, Strength Training, Fitness Training, Strategy, Budgets, Negotiation, Marketing Strategy, Analysis, Process Improvement, Training, Account Management, Social Media, Project Planning, Business Planning, Program Management
Education
Franklin University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.95
University of Nebraska-Lincoln 2000 — 2005
Business Administration, Business
Jay Himmelstein's Northwestern Mutual Experience Financial RepresentativeNorthwestern Mutual Financial NetworkJune 2002 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial RepresentativeNorthwestern Mutual Financial NetworkJune 2002 - Present
Education
Fordham University 1999 — 2003
Northwestern Mutual Financial RepresentativeNorthwestern Mutual Financial NetworkJune 2002 - Present
Education
Fordham University 1999 — 2003
Jared Ursani's Northwestern Mutual Experience January 2007 - May 2007
Job Communications and Information Manager at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority December 2012 - Present
FINRA June 2008 - February 2013
Laundry Connect, Inc. September 2005 - May 2008
NASD June 2007 - August 2007
Northwestern Mutual January 2007 - May 2007
Merrill Lynch May 2006 - August 2006
Skills
Financial Modeling, Securities, Financial Analysis, Bloomberg, Valuation, Equities, Fixed Income, Due Diligence, Capital Markets, Business Analysis, Economics, Microsoft Office, Management
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, General
Franklin & Marshall College 2004 — 2008
Business/Government, Economics
St. Augustine Prep 2000 — 2004
Financial Industry Regulatory Authority December 2012 - Present
FINRA June 2008 - February 2013
Laundry Connect, Inc. September 2005 - May 2008
NASD June 2007 - August 2007
Northwestern Mutual January 2007 - May 2007
Merrill Lynch May 2006 - August 2006
Skills
Financial Modeling, Securities, Financial Analysis, Bloomberg, Valuation, Equities, Fixed Income, Due Diligence, Capital Markets, Business Analysis, Economics, Microsoft Office, Management
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, General
Franklin & Marshall College 2004 — 2008
Business/Government, Economics
St. Augustine Prep 2000 — 2004
Anderson Obregon's Northwestern Mutual Experience May 2010 - September 2012
Job Technology Coordinator
Industry Information Technology and Services
Experience
Northwestern Mutual May 2010 - September 2012
Karagozian & Case June 2007 - May 2010
Skills
Disaster Recovery, Project Management, Windows Server, Technical Writing, Social Media, Strategic Planning
Education
Fuller Theological Seminary 2012 — 2014
Master of Arts (M.A.), Theology
Point Loma Nazarene University 1996 — 2000
Bachelor of Arts (B.A.), Applied Communications
Northwestern Mutual May 2010 - September 2012
Karagozian & Case June 2007 - May 2010
Skills
Disaster Recovery, Project Management, Windows Server, Technical Writing, Social Media, Strategic Planning
Education
Fuller Theological Seminary 2012 — 2014
Master of Arts (M.A.), Theology
Point Loma Nazarene University 1996 — 2000
Bachelor of Arts (B.A.), Applied Communications
George P. Georgaras's Northwestern Mutual Experience May 2007 - December 2009
Job Financial Representative
Industry Investment Management
Experience
Northwestern Mutual May 2007 - December 2009
Education
Fordham University 1982 — 1986
Northwestern Mutual May 2007 - December 2009
Education
Fordham University 1982 — 1986
Joe Gillespie's Northwestern Mutual Experience 2000 - 2003
Job Turnaround and Capital Contract Lead at Phillips 66
Industry Oil & Energy
Experience
Phillips 66 April 2014 - Present
Nooter Construction Company September 2012 - March 2014
J.J. White Inc. August 2003 - August 2012
Northwestern Mutual 2000 - 2003
Education
Franklin & Marshall College 1996 — 2000
Bachelor of Arts (B.A.), Business Administration
Phillips 66 April 2014 - Present
Nooter Construction Company September 2012 - March 2014
J.J. White Inc. August 2003 - August 2012
Northwestern Mutual 2000 - 2003
Education
Franklin & Marshall College 1996 — 2000
Bachelor of Arts (B.A.), Business Administration
Beth Memolo's Northwestern Mutual Experience 2002 - 2007
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting September 2007 - Present
Northwestern Mutual 2002 - 2007
Advanced Personnel 1999 - 2002
JCC of Chicago July 1997 - August 1999
Harris Bank August 1992 - March 1997
Morgan Stanley Investment Management October 1983 - June 1992
Ernst & Whinney September 1982 - October 1983
Skills
Business Process..., Consulting, Process Improvement, Business Strategy, ERP, Six Sigma, Financial Modeling, Business Case, Business Analytics, Business Process..., Financial Services, Financial Analysis, PeopleSoft, Requirements Gathering, Finance, Oracle, Financial Reporting, Internal Controls, Managerial Finance, Financial Accounting, Management Consulting, Business Process, Analytics
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance, International Business
Franklin & Marshall College 1978 — 1982
BA, Accounting, International Relations
Loyalsock Twp HS 1974 — 1978
Deloitte Consulting September 2007 - Present
Northwestern Mutual 2002 - 2007
Advanced Personnel 1999 - 2002
JCC of Chicago July 1997 - August 1999
Harris Bank August 1992 - March 1997
Morgan Stanley Investment Management October 1983 - June 1992
Ernst & Whinney September 1982 - October 1983
Skills
Business Process..., Consulting, Process Improvement, Business Strategy, ERP, Six Sigma, Financial Modeling, Business Case, Business Analytics, Business Process..., Financial Services, Financial Analysis, PeopleSoft, Requirements Gathering, Finance, Oracle, Financial Reporting, Internal Controls, Managerial Finance, Financial Accounting, Management Consulting, Business Process, Analytics
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance, International Business
Franklin & Marshall College 1978 — 1982
BA, Accounting, International Relations
Loyalsock Twp HS 1974 — 1978
Ed Lough's Northwestern Mutual Experience October 1991 - Present
Job Financial Representative at Northwestern Mutual
Industry Insurance
Experience
Economic Development Commission April 2013 - Present
The Greater Hagerstown Committee, Inc. 2000 - Present
Northwestern Mutual October 1991 - Present
Northwestern Mutual October 1991 - Present
Northwestern Mutual October 1991 - Present
Northwestern Mutual 1991 - Present
Education
Frostburg State University 1968 — 1972
BS, Music
Economic Development Commission April 2013 - Present
The Greater Hagerstown Committee, Inc. 2000 - Present
Northwestern Mutual October 1991 - Present
Northwestern Mutual October 1991 - Present
Northwestern Mutual October 1991 - Present
Northwestern Mutual 1991 - Present
Education
Frostburg State University 1968 — 1972
BS, Music
Enrico Mossa's Northwestern Mutual Experience August 2001 - December 2004
Job Assistant Vice President at AXAEquitable
Industry Financial Services
Experience
AXA Distributors May 2007 - Present
AXA Distributors December 2004 - May 2007
Northwestern Mutual August 2001 - December 2004
Education
Fordham University 1997 — 2001
BA, Finance
AXA Distributors May 2007 - Present
AXA Distributors December 2004 - May 2007
Northwestern Mutual August 2001 - December 2004
Education
Fordham University 1997 — 2001
BA, Finance
James F Penny III's Northwestern Mutual Experience July 1995 - August 1996
Job Enrollment Director (BenefitVision)
Industry Insurance
Experience
BenefitVision January 2007 - Present
Hudak and Company January 2011 - Present
BenefitVision January 2001 - December 2006
All Tune and Lube Franchisee September 1999 - December 2000
BenefitVision September 1996 - August 1999
Northwestern Mutual July 1995 - August 1996
Skills
Insurance, Employee Benefits, Customer Relations, Excel, Microsoft Office, Licensed Property &..., Licensed Life & Health...
Education
Franklin & Marshall College 1991 — 1995
Bachelor of Arts, Business Administration/Management
Camp Hill High School 1985 — 1991
Diploma, Academic
BenefitVision January 2007 - Present
Hudak and Company January 2011 - Present
BenefitVision January 2001 - December 2006
All Tune and Lube Franchisee September 1999 - December 2000
BenefitVision September 1996 - August 1999
Northwestern Mutual July 1995 - August 1996
Skills
Insurance, Employee Benefits, Customer Relations, Excel, Microsoft Office, Licensed Property &..., Licensed Life & Health...
Education
Franklin & Marshall College 1991 — 1995
Bachelor of Arts, Business Administration/Management
Camp Hill High School 1985 — 1991
Diploma, Academic
Julie Owsik Ackerman's Northwestern Mutual Experience October 2010 - Present
Job Writer, Writing Coach, Editor
Industry Writing and Editing
Experience
Julie Owsik Ackerman 2007 - Present
Northwestern Mutual October 2010 - Present
Temple University Beasley School of Law 2008 - 2009
Blank Rome, LLP 2005 - 2007
US Immigration Court 2003 - 2003
Catholic Social Services November 1999 - May 2002
Skills
Blogging, Editing, Legal Research, Teaching, Public Speaking, Proofreading, Nonprofits, Higher Education, Creative Writing
Education
Temple University - James E. Beasley School of Law 2002 — 2005
Doctor of Law (JD)
Fordham University 1994 — 1998
BA, Anthropology
Center for Global Education
Merion Mercy Academy
St. Bernadette's
Julie Owsik Ackerman 2007 - Present
Northwestern Mutual October 2010 - Present
Temple University Beasley School of Law 2008 - 2009
Blank Rome, LLP 2005 - 2007
US Immigration Court 2003 - 2003
Catholic Social Services November 1999 - May 2002
Skills
Blogging, Editing, Legal Research, Teaching, Public Speaking, Proofreading, Nonprofits, Higher Education, Creative Writing
Education
Temple University - James E. Beasley School of Law 2002 — 2005
Doctor of Law (JD)
Fordham University 1994 — 1998
BA, Anthropology
Center for Global Education
Merion Mercy Academy
St. Bernadette's
Ryan Pappas's Northwestern Mutual Experience October 2008 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2008 - Present
Education
Fordham University 2004 — 2008
BA, Marketing
Tuckahoe High School
Northwestern Mutual October 2008 - Present
Education
Fordham University 2004 — 2008
BA, Marketing
Tuckahoe High School
Jan Hanken's Northwestern Mutual Experience October 2006 - January 2009
Job Executive Assistant at TABC, Inc. Toyota
Industry Automotive
Experience
TABC, Inc. Toyota June 2012 - Present
Unleash Solar April 2012 - June 2012
Reliance Steel & Aluminum April 2009 - April 2012
Northwestern Mutual October 2006 - January 2009
AMC Mortgage Services January 2005 - September 2006
Pacific Life 2002 - 2005
Skills
Administrative..., Time Management, Human Resources, Team Building, Budgets, Microsoft Word, Management, Sales, Microsoft Office, Confidentiality, Travel Arrangements, Invoicing, Visio, Process Improvement, Outlook, Lotus Notes, Accounts Payable, SharePoint, Marketing, Access, SDLC, Public Speaking, Windows, Calendars, Administration, Customer Service, Microsoft Excel, System Administration, Training, Administrative...
Education
Fullerton College 1977 — 1978
Secretarial Studies
TABC, Inc. Toyota June 2012 - Present
Unleash Solar April 2012 - June 2012
Reliance Steel & Aluminum April 2009 - April 2012
Northwestern Mutual October 2006 - January 2009
AMC Mortgage Services January 2005 - September 2006
Pacific Life 2002 - 2005
Skills
Administrative..., Time Management, Human Resources, Team Building, Budgets, Microsoft Word, Management, Sales, Microsoft Office, Confidentiality, Travel Arrangements, Invoicing, Visio, Process Improvement, Outlook, Lotus Notes, Accounts Payable, SharePoint, Marketing, Access, SDLC, Public Speaking, Windows, Calendars, Administration, Customer Service, Microsoft Excel, System Administration, Training, Administrative...
Education
Fullerton College 1977 — 1978
Secretarial Studies
Louis De Chiara's Northwestern Mutual Experience
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual
Skills
Disability Insurance, Insurance, Employee Benefits, Long-term Care, Investments, Retirement
Education
Fordham University School of Law 1983 — 1986
JD, Law
Columbia University BA
Northwestern Mutual
Skills
Disability Insurance, Insurance, Employee Benefits, Long-term Care, Investments, Retirement
Education
Fordham University School of Law 1983 — 1986
JD, Law
Columbia University BA
Christopher Cositore's Northwestern Mutual Experience June 2008 - August 2008
Job Financial Analyst
Industry Financial Services
Experience
SAC Capital October 2012 - Present
Watchful I August 2011 - August 2012
JPMorgan Chase May 2010 - August 2010
Watchful I June 2009 - August 2009
Northwestern Mutual June 2008 - August 2008
Skills
Asset Managment, Equities, Private Equity, Fixed Income, Fixed Asset Management, Valuation, Financial Markets, Financial Analysis, Microsoft Office, Pivot Tables, Financial Modeling, Hedge Funds, Close Attention to..., Customer Service, Communication, Learning Quickly, Work Ethic, Energetic team player, Energetic Leader, High Pressure..., Social Media, Business Development, Business Analysis, Strategic Planning, Strategic Sales, Marketing, Marketing Strategy, Research, Analysis, Risk Management, Risk Assessment, Team Leadership, Employee Benefits, Payroll Taxes
Education
Fordham University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Fordham Preparatory School 2003 — 2007
SAC Capital October 2012 - Present
Watchful I August 2011 - August 2012
JPMorgan Chase May 2010 - August 2010
Watchful I June 2009 - August 2009
Northwestern Mutual June 2008 - August 2008
Skills
Asset Managment, Equities, Private Equity, Fixed Income, Fixed Asset Management, Valuation, Financial Markets, Financial Analysis, Microsoft Office, Pivot Tables, Financial Modeling, Hedge Funds, Close Attention to..., Customer Service, Communication, Learning Quickly, Work Ethic, Energetic team player, Energetic Leader, High Pressure..., Social Media, Business Development, Business Analysis, Strategic Planning, Strategic Sales, Marketing, Marketing Strategy, Research, Analysis, Risk Management, Risk Assessment, Team Leadership, Employee Benefits, Payroll Taxes
Education
Fordham University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Fordham Preparatory School 2003 — 2007
Mabel Zhuang's Northwestern Mutual Experience September 2010 - May 2012
Job Sr. Coordinator of the Research Institute at BrightBytes
Industry Education Management
Experience
BrightBytes June 2015 - Present
BrightBytes April 2014 - June 2015
Center for Technology and School Change January 2013 - December 2013
NuSkool September 2013 - November 2013
EdLab, Teachers College Columbia University May 2013 - September 2013
Northwestern Mutual September 2010 - May 2012
ThinkTank Learning, Inc February 2011 - January 2012
ThinkTank Learning, Inc September 2010 - December 2011
Northwestern Mutual May 2010 - September 2010
DeMatteo Monness LLC February 2009 - August 2009
Skills
Mandarin, PowerPoint, Microsoft Office, Chinese, Marketing, Academia, Consulting, Online Research, Research, Facebook, Community Outreach, Data Analysis, ActionScript, Photoshop, Stata, Java, Sales Process, Editing
Education
Columbia University Teachers College 2012 — 2014
Master of Arts (M.A.), Instructional Technology & Media
University of California, Berkeley 2006 — 2010
B.A, Political Economy
Fudan University 2009 — 2009
Language Certificate, Chinese Language
BrightBytes June 2015 - Present
BrightBytes April 2014 - June 2015
Center for Technology and School Change January 2013 - December 2013
NuSkool September 2013 - November 2013
EdLab, Teachers College Columbia University May 2013 - September 2013
Northwestern Mutual September 2010 - May 2012
ThinkTank Learning, Inc February 2011 - January 2012
ThinkTank Learning, Inc September 2010 - December 2011
Northwestern Mutual May 2010 - September 2010
DeMatteo Monness LLC February 2009 - August 2009
Skills
Mandarin, PowerPoint, Microsoft Office, Chinese, Marketing, Academia, Consulting, Online Research, Research, Facebook, Community Outreach, Data Analysis, ActionScript, Photoshop, Stata, Java, Sales Process, Editing
Education
Columbia University Teachers College 2012 — 2014
Master of Arts (M.A.), Instructional Technology & Media
University of California, Berkeley 2006 — 2010
B.A, Political Economy
Fudan University 2009 — 2009
Language Certificate, Chinese Language
Gail Hiatt's Northwestern Mutual Experience June 2011 - Present
Job Marketing Assistant at Northwestern Mutual
Industry Textiles
Experience
Northwestern Mutual June 2011 - Present
HANESBRANDS, INC February 1989 - June 2009
Wachovia Bank & Trust September 1970 - August 1990
Skills
Problem Solving, Journal Entries, Customer Service, Lawson, Marketing, Payroll, Accounting, Accounts Payable, Physical Inventory, Banking, Movex, Teamwork, Time Management, Access, Human Resources, Software Documentation, Financial Analysis, Strategic Planning, Negotiation, Project Planning, Mergers & Acquisitions, Purchasing, Analysis, SAP, Microsoft Office, Cross-functional Team...
Education
Forsyth Technical Community College 2010 — 2010
Certificate, Office Administration
High Point University
B.A. Degree, Business Administration
James A Gray
Northwestern Mutual June 2011 - Present
HANESBRANDS, INC February 1989 - June 2009
Wachovia Bank & Trust September 1970 - August 1990
Skills
Problem Solving, Journal Entries, Customer Service, Lawson, Marketing, Payroll, Accounting, Accounts Payable, Physical Inventory, Banking, Movex, Teamwork, Time Management, Access, Human Resources, Software Documentation, Financial Analysis, Strategic Planning, Negotiation, Project Planning, Mergers & Acquisitions, Purchasing, Analysis, SAP, Microsoft Office, Cross-functional Team...
Education
Forsyth Technical Community College 2010 — 2010
Certificate, Office Administration
High Point University
B.A. Degree, Business Administration
James A Gray
Spencer Kiely's Northwestern Mutual Experience November 2013 - May 2014
Job Commercial Real Estate Analyst at Ariel Property Advisors
Industry Financial Services
Experience
Ariel Property Advisors July 2015 - Present
Merrill Lynch June 2014 - August 2014
Northwestern Mutual November 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Fundamental Analysis, Value Investing, Licensed Life & Health..., HTML, JavaScript, Facebook, Finance, Public Speaking
Education
Fordham University 2011 — 2015
Bachelor of Science (BS), Finance, Senior
Chase Collegiate School 2007 — 2011
High School
Ariel Property Advisors July 2015 - Present
Merrill Lynch June 2014 - August 2014
Northwestern Mutual November 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Fundamental Analysis, Value Investing, Licensed Life & Health..., HTML, JavaScript, Facebook, Finance, Public Speaking
Education
Fordham University 2011 — 2015
Bachelor of Science (BS), Finance, Senior
Chase Collegiate School 2007 — 2011
High School
Kyle Hallett's Northwestern Mutual Experience August 2010 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2010 - Present
Hartford Wolf Pack 2008 - 2008
Education
Framingham State University 2005 — 2009
Corporate Communications, Marketing
Northwestern Mutual August 2010 - Present
Hartford Wolf Pack 2008 - 2008
Education
Framingham State University 2005 — 2009
Corporate Communications, Marketing
Jeffrey Durst, MBA's Northwestern Mutual Experience January 2010 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2010 - Present
Northwestern Mutual Financial Network 2010 - Present
Durst Design January 1996 - January 2010
Quinlan Marketing 1999 - 2007
Ropkey Graphics 1995 - 1998
Education
Franklin College
BA, Advertising / Public Relations
Indiana Wesleyan University
MBA, Business
Northwestern Mutual January 2010 - Present
Northwestern Mutual Financial Network 2010 - Present
Durst Design January 1996 - January 2010
Quinlan Marketing 1999 - 2007
Ropkey Graphics 1995 - 1998
Education
Franklin College
BA, Advertising / Public Relations
Indiana Wesleyan University
MBA, Business
Molly Nagy's Northwestern Mutual Experience November 2000 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2000 - Present
Ernst & Young October 1998 - November 2000
Skills
Series 7, Insurance, Life Insurance
Education
Fordham University 1994 — 1998
BS, Business: Accounting and Finance
St. Saviour
Northwestern Mutual November 2000 - Present
Ernst & Young October 1998 - November 2000
Skills
Series 7, Insurance, Life Insurance
Education
Fordham University 1994 — 1998
BS, Business: Accounting and Finance
St. Saviour
Bowman Thrasher's Northwestern Mutual Experience January 2011 - February 2011
Job Financial Sales Consultant
Industry Banking
Experience
PNC August 2014 - Present
Follett Higher Education Group January 2010 - Present
PNC July 2012 - July 2014
Northwestern Mutual January 2011 - February 2011
Education
Franklin College 2008 — 2012
Business Finance
PNC August 2014 - Present
Follett Higher Education Group January 2010 - Present
PNC July 2012 - July 2014
Northwestern Mutual January 2011 - February 2011
Education
Franklin College 2008 — 2012
Business Finance
Michael Ferrer's Northwestern Mutual Experience April 2010 - March 2011
Job Sales Consultant at Brown's of Bellport
Industry Automotive
Experience
Brown's Chrysler Jeep Dodge Ram May 2014 - Present
Smithhaven Chrysler Jeep Dodge August 2013 - May 2014
National Event Connection May 2013 - September 2013
Global Business Intelligence January 2011 - January 2012
Northwestern Mutual April 2010 - March 2011
The Sachs Firm P.C January 2005 - January 2010
Skills
Salesforce.com, Market Analysis, Account Management, Market Research, Sales, New Business Development, Competitive Analysis, Business Development, Lead Generation, B2B, Marketing, Social Media Marketing, Direct Sales, Sales Presentations, Integrated Marketing
Education
Fordham University 2005 — 2009
Bachelors, Economics
Fordham University 2005 — 2009
Bachelor of Arts, Economics; Business and Accounting
Brown's Chrysler Jeep Dodge Ram May 2014 - Present
Smithhaven Chrysler Jeep Dodge August 2013 - May 2014
National Event Connection May 2013 - September 2013
Global Business Intelligence January 2011 - January 2012
Northwestern Mutual April 2010 - March 2011
The Sachs Firm P.C January 2005 - January 2010
Skills
Salesforce.com, Market Analysis, Account Management, Market Research, Sales, New Business Development, Competitive Analysis, Business Development, Lead Generation, B2B, Marketing, Social Media Marketing, Direct Sales, Sales Presentations, Integrated Marketing
Education
Fordham University 2005 — 2009
Bachelors, Economics
Fordham University 2005 — 2009
Bachelor of Arts, Economics; Business and Accounting
Mary McNutt's Northwestern Mutual Experience July 2012 - Present
Job Associate at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2012 - Present
Kelly Marketing Group October 2011 - May 2012
Skills
Marketing, Training, Social Media, Teamwork, Public Speaking, Microsoft Excel, Event Planning, Leadership
Education
Franklin & Marshall College 2008 — 2012
B.A, Psychology, International Studies & Anthropology
Princeton High School 2005 — 2008
Redwood High School 2004 — 2005
Northwestern Mutual July 2012 - Present
Kelly Marketing Group October 2011 - May 2012
Skills
Marketing, Training, Social Media, Teamwork, Public Speaking, Microsoft Excel, Event Planning, Leadership
Education
Franklin & Marshall College 2008 — 2012
B.A, Psychology, International Studies & Anthropology
Princeton High School 2005 — 2008
Redwood High School 2004 — 2005
Meaghan Carey's Northwestern Mutual Experience June 2007 - May 2010
Job Senior Account Executive at JW Player
Industry Computer Software
Experience
JW Player July 2015 - Present
Experian Data Quality December 2012 - July 2015
Experian QAS US September 2012 - November 2012
Experian QAS US October 2011 - September 2012
DocLineUp May 2010 - September 2011
Northwestern Mutual June 2007 - May 2010
Education
Fordham University
JW Player July 2015 - Present
Experian Data Quality December 2012 - July 2015
Experian QAS US September 2012 - November 2012
Experian QAS US October 2011 - September 2012
DocLineUp May 2010 - September 2011
Northwestern Mutual June 2007 - May 2010
Education
Fordham University
Edwin O'Connor's Northwestern Mutual Experience December 2007 - June 2008
Job Account Executive at Groupon
Industry Marketing and Advertising
Experience
Groupon February 2012 - Present
American Jebco Corporation May 2011 - February 2012
Law Offices of William P. Murphy and Associates May 2010 - September 2010
Northwestern Mutual December 2007 - June 2008
Skills
Sales Operations, CRM, Sales, Lead Generation, Cold Calling
Education
Fordham University 2007 — 2011
BA, Marketing
Groupon February 2012 - Present
American Jebco Corporation May 2011 - February 2012
Law Offices of William P. Murphy and Associates May 2010 - September 2010
Northwestern Mutual December 2007 - June 2008
Skills
Sales Operations, CRM, Sales, Lead Generation, Cold Calling
Education
Fordham University 2007 — 2011
BA, Marketing
LynnErin Daley's Northwestern Mutual Experience November 2011 - Present
Job Admin Assistant at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2011 - Present
The New York Restaurant September 2009 - March 2012
University of Kentucky Spindletop Hall July 2005 - December 2005
Tatnuck Booksellers 2003 - 2005
The International CC April 1998 - September 2003
Northbridge Middle School 1993 - 2001
Education
Framingham State College 1988 — 1992
Bachelor's degree, Fine/Studio Arts, Education
Northbridge High School 1983 — 1987
General Studies
Northwestern Mutual November 2011 - Present
The New York Restaurant September 2009 - March 2012
University of Kentucky Spindletop Hall July 2005 - December 2005
Tatnuck Booksellers 2003 - 2005
The International CC April 1998 - September 2003
Northbridge Middle School 1993 - 2001
Education
Framingham State College 1988 — 1992
Bachelor's degree, Fine/Studio Arts, Education
Northbridge High School 1983 — 1987
General Studies
Marilyn Doughty's Northwestern Mutual Experience March 2012 - March 2014
Job Senior Administrative Assistant at Perrigo Animal Health
Industry Executive Office
Experience
Northwestern Mutual March 2012 - March 2014
West Corporation September 2010 - March 2012
TD Ameritrade February 2008 - September 2010
Skills
Executive Support, Project Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Travel Planning, Report Writing, Phone Etiquette, Life & Health Insurance..., Manage Client..., Expense Reports, Purchase Requisitions, Dependable Team Player, Business Correspondence, File Management, Event Planning, High Level Of...
Education
Fort Scott Community College
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
Northwestern Mutual March 2012 - March 2014
West Corporation September 2010 - March 2012
TD Ameritrade February 2008 - September 2010
Skills
Executive Support, Project Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Travel Planning, Report Writing, Phone Etiquette, Life & Health Insurance..., Manage Client..., Expense Reports, Purchase Requisitions, Dependable Team Player, Business Correspondence, File Management, Event Planning, High Level Of...
Education
Fort Scott Community College
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
Kyle Grimes's Northwestern Mutual Experience January 2013 - April 2013
Job Available for New Opportunities
Industry Financial Services
Experience
Spectranetics April 2015 - September 2015
Northwestern Mutual January 2013 - April 2013
Best Buy October 2008 - January 2010
PRO Unlimited May 2007 - August 2007
Skills
Life Insurance, Insurance, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Customer Service, Data Analysis
Education
University of Colorado Colorado Springs 2009 — 2014
Bachelor's degree, Business Administration and Management, General
Fort Lewis College 2007 — 2008
Spectranetics April 2015 - September 2015
Northwestern Mutual January 2013 - April 2013
Best Buy October 2008 - January 2010
PRO Unlimited May 2007 - August 2007
Skills
Life Insurance, Insurance, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Customer Service, Data Analysis
Education
University of Colorado Colorado Springs 2009 — 2014
Bachelor's degree, Business Administration and Management, General
Fort Lewis College 2007 — 2008
Addison Brooks's Northwestern Mutual Experience StudentFranklin CollegeJune 2006 - June 2011
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual StudentFranklin CollegeJune 2006 - June 2011
Education
Franklin College 2006 — 2011
Bachelor's degree, Political Science and Government
Northwestern Mutual StudentFranklin CollegeJune 2006 - June 2011
Education
Franklin College 2006 — 2011
Bachelor's degree, Political Science and Government
Ronald Paul's Northwestern Mutual Experience
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual
Skills
Fixed Annuities, Retirement Planning, 401k, Retirement, Life Insurance, Insurance, Securities, Disability Insurance, Estate Planning, Mutual Funds, Long Term Care Insurance, Strategic Financial..., Financial Analysis, Series 7, Portfolio Management, IRAs, Finance, Investments, Wealth Management, Series 63
Education
Friends University 1976 — 1978
Bachelor of Science (B.S.), Business Administration and Management, General
Northwestern Mutual
Skills
Fixed Annuities, Retirement Planning, 401k, Retirement, Life Insurance, Insurance, Securities, Disability Insurance, Estate Planning, Mutual Funds, Long Term Care Insurance, Strategic Financial..., Financial Analysis, Series 7, Portfolio Management, IRAs, Finance, Investments, Wealth Management, Series 63
Education
Friends University 1976 — 1978
Bachelor of Science (B.S.), Business Administration and Management, General
Stephen McCahey's Northwestern Mutual Experience September 2013 - Present
Job Financial Rep Intern at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2013 - Present
ISPI May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General/ Finance
Northwestern Mutual September 2013 - Present
ISPI May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General/ Finance
Sally Cheang's Northwestern Mutual Experience January 2014 - April 2014
Job Research Analyst at Andiamo Partners
Industry Financial Services
Experience
Andiamo Partners September 2014 - Present
Northwestern Mutual January 2014 - April 2014
APOGEE Media June 2012 - September 2012
Skills
Cantonese, Bloomberg, Leadership, Risk Management, Asset Management, Portfolio Management, Business Analysis, Integration, Financial Analysis, Financial Modeling, Information Technology, Financial Planning, Access, Economics
Education
Fordham University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Stuyvesant High School 2007 — 2011
Andiamo Partners September 2014 - Present
Northwestern Mutual January 2014 - April 2014
APOGEE Media June 2012 - September 2012
Skills
Cantonese, Bloomberg, Leadership, Risk Management, Asset Management, Portfolio Management, Business Analysis, Integration, Financial Analysis, Financial Modeling, Information Technology, Financial Planning, Access, Economics
Education
Fordham University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Stuyvesant High School 2007 — 2011
Eli Moore's Northwestern Mutual Experience June 2015 - Present
Job
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Franklin College 2012 — 2016
Business Finance, Business/Managerial Economics, Senior
Northwestern Mutual June 2015 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Franklin College 2012 — 2016
Business Finance, Business/Managerial Economics, Senior
David Clarkson's Northwestern Mutual Experience January 2014 - September 2014
Job Financial Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2014 - Present
Northwestern Mutual January 2014 - September 2014
Clarkson Benefit Consulting November 2010 - December 2013
Aetna October 2006 - October 2010
Aetna October 2003 - October 2006
Knight Securities April 1998 - April 2003
Southcoast Capital Corp/Loewenbaum and Company March 1996 - March 1998
New York Stock Exchange, Inc. May 1994 - March 1996
Herzog Heine Geduld September 1989 - May 1994
Garden City Country Club April 1979 - August 1989
Skills
Retirement Planning, Life Insurance, Disability Insurance, Insurance, Fixed Annuities, Series 7, Long-term Care, Strategic Financial..., Investments, Mutual Funds, Long Term Care Insurance, Estate Planning, IRAs, Series 66
Education
Fordham University 1985 — 1989
Bachelor of Science (BS), Finance, General
Chaminade HS 1981 — 1985
MassMutual Financial Group September 2014 - Present
Northwestern Mutual January 2014 - September 2014
Clarkson Benefit Consulting November 2010 - December 2013
Aetna October 2006 - October 2010
Aetna October 2003 - October 2006
Knight Securities April 1998 - April 2003
Southcoast Capital Corp/Loewenbaum and Company March 1996 - March 1998
New York Stock Exchange, Inc. May 1994 - March 1996
Herzog Heine Geduld September 1989 - May 1994
Garden City Country Club April 1979 - August 1989
Skills
Retirement Planning, Life Insurance, Disability Insurance, Insurance, Fixed Annuities, Series 7, Long-term Care, Strategic Financial..., Investments, Mutual Funds, Long Term Care Insurance, Estate Planning, IRAs, Series 66
Education
Fordham University 1985 — 1989
Bachelor of Science (BS), Finance, General
Chaminade HS 1981 — 1985
Wells Fargo
Fidelity Investments
U.S. Bank
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank