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
Stephanie Lehmann Stephanie Lehmann's Northwestern Mutual Experience January 2011 - July 2011
Job Consultant Support Specialist at Hub International
Industry Insurance
Experience
HUB International September 2014 - Present
Lehmann's All-Phase June 2010 - September 2014
H.O.M.E. Classes June 2012 - August 2014
Northwestern Mutual January 2011 - July 2011
American Factory Direct Furniture October 2002 - August 2010
Zale 2007 - 2008
Parish National Bank 2001 - 2002
Whitney Bank 2000 - 2001
St. Tammany Parish Library 1998 - 2000
Skills
Customer Service, Sales Management, Microsoft Office, Accounts Receivable, Sales, Advertising, Budgets, Invoicing, Management, Public Speaking, Social Media, Clerical Skills, Networking, Distribution Center..., Data Entry, Accounts Payable, Client Billing, Route Analysis, Process Scheduler, Team Building, Insurance, Technology, Collections, Employee Training, Singer-songwriter, Store Management, Commercial Banking, Physical Inventory, Inventory Control, Retail Sales Analysis, Interior Design, Education, Executive..., Leadership, Strategic Planning, Event Planning, Marketing, Coaching, Microsoft Excel, Account Management, Retail, Microsoft Word, Public Relations, Social Media Marketing, Project Management, Employee Benefits
Education
Penn State University
Bachelor of Science (B.S.), Psychology
HUB International September 2014 - Present
Lehmann's All-Phase June 2010 - September 2014
H.O.M.E. Classes June 2012 - August 2014
Northwestern Mutual January 2011 - July 2011
American Factory Direct Furniture October 2002 - August 2010
Zale 2007 - 2008
Parish National Bank 2001 - 2002
Whitney Bank 2000 - 2001
St. Tammany Parish Library 1998 - 2000
Skills
Customer Service, Sales Management, Microsoft Office, Accounts Receivable, Sales, Advertising, Budgets, Invoicing, Management, Public Speaking, Social Media, Clerical Skills, Networking, Distribution Center..., Data Entry, Accounts Payable, Client Billing, Route Analysis, Process Scheduler, Team Building, Insurance, Technology, Collections, Employee Training, Singer-songwriter, Store Management, Commercial Banking, Physical Inventory, Inventory Control, Retail Sales Analysis, Interior Design, Education, Executive..., Leadership, Strategic Planning, Event Planning, Marketing, Coaching, Microsoft Excel, Account Management, Retail, Microsoft Word, Public Relations, Social Media Marketing, Project Management, Employee Benefits
Education
Penn State University
Bachelor of Science (B.S.), Psychology
Christian H May Christian H May's Northwestern Mutual Experience May 2011 - October 2013
Job Registered Associate at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting July 2015 - Present
Graystone Consulting March 2014 - Present
Northwestern Mutual May 2011 - October 2013
Skills
Series 7, Institutional..., Hedge Funds, Institutional Relations, Mutual Funds, Reporting & Analysis, Private Equity, Financial Analysis, Finance, Long Term Care Insurance, Alternative Investments, Fixed Annuities, Disability Insurance, Life Insurance, Retirement, IRAs, College Savings Plans, Retirement Planning, Insurance, Financial Services, Asset Allocation, Wealth Accumulation, Strategic Financial..., Wealth Management, Series 66, Microsoft Office, Microsoft Excel, PowerPoint
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Bishop Eustace 2005 — 2009
General Curriculum
OLGC
Graystone Consulting July 2015 - Present
Graystone Consulting March 2014 - Present
Northwestern Mutual May 2011 - October 2013
Skills
Series 7, Institutional..., Hedge Funds, Institutional Relations, Mutual Funds, Reporting & Analysis, Private Equity, Financial Analysis, Finance, Long Term Care Insurance, Alternative Investments, Fixed Annuities, Disability Insurance, Life Insurance, Retirement, IRAs, College Savings Plans, Retirement Planning, Insurance, Financial Services, Asset Allocation, Wealth Accumulation, Strategic Financial..., Wealth Management, Series 66, Microsoft Office, Microsoft Excel, PowerPoint
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Bishop Eustace 2005 — 2009
General Curriculum
OLGC
Dina Traskos's Northwestern Mutual Experience May 1995 - Present
Job Chief Development Officer at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 1995 - Present
Skills
Time Management, Retirement Planning, Retirement, Public Speaking, Life Insurance, Insurance, Leadership, Recruiting, Disability Insurance
Education
Penn State University 1987 — 1991
BA, German
Northwestern Mutual May 1995 - Present
Skills
Time Management, Retirement Planning, Retirement, Public Speaking, Life Insurance, Insurance, Leadership, Recruiting, Disability Insurance
Education
Penn State University 1987 — 1991
BA, German
Jake Ochroch Jake Ochroch's Northwestern Mutual Experience May 2013 - August 2013
Job Summer Maket Research Intern at Rabobank
Industry Individual & Family Services
Experience
Rabobank June 2015 - Present
JPMorgan Chase June 2014 - Present
Northwestern Mutual May 2013 - August 2013
Beth David Reform Congregation September 2007 - June 2012
Sutton Terrace Condominium Association 2012 - 2012
Make A Wish Foundation 2011 - 2011
Skills
Microsoft Office, Teaching, Lifeguarding, French, Public Speaking, Community Outreach, Microsoft Excel, Microsoft Word, PowerPoint, Fundraising, Social Networking, Finance, Leadership Development
Education
Penn State University 2012 — 2016
Finance, General, 3.67
Rabobank June 2015 - Present
JPMorgan Chase June 2014 - Present
Northwestern Mutual May 2013 - August 2013
Beth David Reform Congregation September 2007 - June 2012
Sutton Terrace Condominium Association 2012 - 2012
Make A Wish Foundation 2011 - 2011
Skills
Microsoft Office, Teaching, Lifeguarding, French, Public Speaking, Community Outreach, Microsoft Excel, Microsoft Word, PowerPoint, Fundraising, Social Networking, Finance, Leadership Development
Education
Penn State University 2012 — 2016
Finance, General, 3.67
Adam Peffer's Northwestern Mutual Experience June 2011 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2011 - Present
Kennametal January 2009 - December 2010
Skills
Sales, Marketing, Investments, Sales Operations, Analysis, Business Planning, Forecasting, Financial Analysis, Insurance, Leadership
Education
Penn State University
Bachelor's degree
Latrobe High School
Northwestern Mutual June 2011 - Present
Kennametal January 2009 - December 2010
Skills
Sales, Marketing, Investments, Sales Operations, Analysis, Business Planning, Forecasting, Financial Analysis, Insurance, Leadership
Education
Penn State University
Bachelor's degree
Latrobe High School
Jeremy Garnett's Northwestern Mutual Experience July 2012 - May 2013
Job Performance Reporting Analyst at Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney Montgomery Scott LLC May 2015 - Present
BlackRock June 2013 - April 2014
Northwestern Mutual July 2012 - May 2013
PepsiCo - Gatorade June 2009 - August 2009
Skills
Leadership, Finance, Public Speaking, Series 7, Analysis
Education
Penn State University 2006 — 2011
Bachelors of Science, Economics
Janney Montgomery Scott LLC May 2015 - Present
BlackRock June 2013 - April 2014
Northwestern Mutual July 2012 - May 2013
PepsiCo - Gatorade June 2009 - August 2009
Skills
Leadership, Finance, Public Speaking, Series 7, Analysis
Education
Penn State University 2006 — 2011
Bachelors of Science, Economics
Dorothy Hildebrand's Northwestern Mutual Experience 2001 - July 2003
Job Product Testing, Consumer & Marketplace Insights at Nestle S.A.
Industry Market Research
Experience
Nestlé USA July 2014 - Present
Leap Research and Innovation July 2011 - May 2014
TNS November 2007 - July 2011
TNS August 2003 - November 2007
Northwestern Mutual 2001 - July 2003
Lyon's Share Advertising 2003 - June 2003
Skills
Marketing Research, Analysis, Qualitative Research, Primary Research, Online Research, Survey Design, Focus Groups, Quantitative Research, Project Management, Questionnaire Design, Mentoring, Product Innovation, International Research, Research Design, Strategy, Survey Methodology, Research, Strategic Planning, Report Writing, Questionnaires, Statistics, Consumer Insight, Business Insights, Ethnography
Education
Penn State University
MBA
RIVA Certification
University of Toledo 1999 — 2003
BBA
The University of Reading 2002 — 2002
Study Abroad Program
Nestlé USA July 2014 - Present
Leap Research and Innovation July 2011 - May 2014
TNS November 2007 - July 2011
TNS August 2003 - November 2007
Northwestern Mutual 2001 - July 2003
Lyon's Share Advertising 2003 - June 2003
Skills
Marketing Research, Analysis, Qualitative Research, Primary Research, Online Research, Survey Design, Focus Groups, Quantitative Research, Project Management, Questionnaire Design, Mentoring, Product Innovation, International Research, Research Design, Strategy, Survey Methodology, Research, Strategic Planning, Report Writing, Questionnaires, Statistics, Consumer Insight, Business Insights, Ethnography
Education
Penn State University
MBA
RIVA Certification
University of Toledo 1999 — 2003
BBA
The University of Reading 2002 — 2002
Study Abroad Program
Anthony Cohen Anthony Cohen's Northwestern Mutual Experience May 2013 - September 2013
Job Private Equity Intern at Capital Merger Group
Industry Financial Services
Experience
Capital Merger Group June 2014 - August 2014
Hotel Ninjas January 2014 - April 2014
Sigma Phi Epsilon February 2013 - December 2013
Northwestern Mutual May 2013 - September 2013
Sigma Phi Epsilon August 2012 - February 2013
JHDesign May 2012 - August 2012
Beverly Hills Sports Camp June 2011 - August 2011
Beverly Hills Sports Camp June 2010 - August 2010
Ed Hardy June 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Leadership, Sales, Strategic Planning, Team Leadership, Management, Business Analysis, Retirement Planning, Business Development, Accounting, Data Analysis, Financial Modeling, Analysis, Microsoft Word, Social Media
Education
Penn State University 2011 — 2016
Accounting and Finance
Beverly Hills High School 2008 — 2011
High School Diploma
Capital Merger Group June 2014 - August 2014
Hotel Ninjas January 2014 - April 2014
Sigma Phi Epsilon February 2013 - December 2013
Northwestern Mutual May 2013 - September 2013
Sigma Phi Epsilon August 2012 - February 2013
JHDesign May 2012 - August 2012
Beverly Hills Sports Camp June 2011 - August 2011
Beverly Hills Sports Camp June 2010 - August 2010
Ed Hardy June 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Leadership, Sales, Strategic Planning, Team Leadership, Management, Business Analysis, Retirement Planning, Business Development, Accounting, Data Analysis, Financial Modeling, Analysis, Microsoft Word, Social Media
Education
Penn State University 2011 — 2016
Accounting and Finance
Beverly Hills High School 2008 — 2011
High School Diploma
Dan Hottinger Dan Hottinger's Northwestern Mutual Experience May 2013 - May 2014
Job Audit Intern at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP June 2015 - Present
Grant Thornton LLP June 2014 - August 2014
EisnerAmper LLP May 2014 - May 2014
Northwestern Mutual May 2013 - May 2014
EisnerAmper LLP January 2014 - January 2014
Liberty Mutual Insurance June 2013 - June 2013
Elko & Associates May 2013 - May 2013
Vector Marketing July 2011 - September 2011
Skills
Accounting, Microsoft Excel, Financial Statements, Spreadsheets, Finance, PowerPoint, Financial Accounting, Auditing, Sales, Leadership, Microsoft Word, Outlook, Mentoring
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Accounting, 3.59 Cumulative GPA, 3.58 Major GPA
Grant Thornton LLP June 2015 - Present
Grant Thornton LLP June 2014 - August 2014
EisnerAmper LLP May 2014 - May 2014
Northwestern Mutual May 2013 - May 2014
EisnerAmper LLP January 2014 - January 2014
Liberty Mutual Insurance June 2013 - June 2013
Elko & Associates May 2013 - May 2013
Vector Marketing July 2011 - September 2011
Skills
Accounting, Microsoft Excel, Financial Statements, Spreadsheets, Finance, PowerPoint, Financial Accounting, Auditing, Sales, Leadership, Microsoft Word, Outlook, Mentoring
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Accounting, 3.59 Cumulative GPA, 3.58 Major GPA
James Noel James Noel's Northwestern Mutual Experience March 2011 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2011 - Present
Gozzer Ranch August 2007 - November 2010
Education
Penn State University
Northwestern Mutual March 2011 - Present
Gozzer Ranch August 2007 - November 2010
Education
Penn State University
Max Richard Levi Max Richard Levi's Northwestern Mutual Experience August 2011 - December 2011
Job Territory Manager
Industry Computer Software
Experience
Microsoft January 2012 - Present
Northwestern Mutual August 2011 - December 2011
TEAM Enterprises USA March 2010 - August 2011
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Outlook, C++, Microsoft Excel, Microsoft Word, Analysis, Marketing, Sales Operations, Management
Education
Penn State University 2006 — 2011
Bachelor of Science, Mathematics & Economics
University of Sussex, Brighton, UK 2008 — 2008
Economics
Smolny Institute, St. Petersburg, Russia 2007 — 2007
Russian Language, Culture, and Arts
Microsoft January 2012 - Present
Northwestern Mutual August 2011 - December 2011
TEAM Enterprises USA March 2010 - August 2011
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Outlook, C++, Microsoft Excel, Microsoft Word, Analysis, Marketing, Sales Operations, Management
Education
Penn State University 2006 — 2011
Bachelor of Science, Mathematics & Economics
University of Sussex, Brighton, UK 2008 — 2008
Economics
Smolny Institute, St. Petersburg, Russia 2007 — 2007
Russian Language, Culture, and Arts
Jayse Bryan Jayse Bryan's Northwestern Mutual Experience May 2010 - August 2010
Job Area Manager at Amazon
Industry Logistics and Supply Chain
Experience
Amazon May 2013 - Present
Toys R Us May 2012 - August 2012
Ryder Integrated Logistics May 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Skills
Logistics, Inventory Management, Transportation, Supply Chain, Supply Chain Management, Supply Chain..., Lean Manufacturing, Warehouse Management, Warehousing, Operations Management, Logistics Management, Cross-functional Team..., Inventory Control, Leadership, Management
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Logistics, Materials, and Supply Chain Management
Amazon May 2013 - Present
Toys R Us May 2012 - August 2012
Ryder Integrated Logistics May 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Skills
Logistics, Inventory Management, Transportation, Supply Chain, Supply Chain Management, Supply Chain..., Lean Manufacturing, Warehouse Management, Warehousing, Operations Management, Logistics Management, Cross-functional Team..., Inventory Control, Leadership, Management
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Logistics, Materials, and Supply Chain Management
Craig Zimmerman Craig Zimmerman's Northwestern Mutual Experience March 2011 - June 2011
Job Financial Analyst
Industry Financial Services
Experience
San Diego County Credit Union January 2014 - Present
National Penn Bank October 2011 - November 2013
Northwestern Mutual March 2011 - June 2011
Skills
Financial Reporting, Finance, Financial Analysis, Sarbanes-Oxley Act, Accounting, Financial Modeling, Internal Controls, Auditing, Internal Audit, Valuation, Strategic Financial..., Microsoft Excel, Corporate Finance, Budgets, Risk Management
Education
Smeal College of Business 2009 — 2011
Bachelor of Science, Finance
Penn State University 2007 — 2011
Bachelor of Science, Finance
San Diego County Credit Union January 2014 - Present
National Penn Bank October 2011 - November 2013
Northwestern Mutual March 2011 - June 2011
Skills
Financial Reporting, Finance, Financial Analysis, Sarbanes-Oxley Act, Accounting, Financial Modeling, Internal Controls, Auditing, Internal Audit, Valuation, Strategic Financial..., Microsoft Excel, Corporate Finance, Budgets, Risk Management
Education
Smeal College of Business 2009 — 2011
Bachelor of Science, Finance
Penn State University 2007 — 2011
Bachelor of Science, Finance
Mfreke Inyang Mfreke Inyang's Northwestern Mutual Experience October 2010 - February 2012
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC July 2013 - Present
Brick City Alumni Group November 2009 - Present
ADP July 2012 - July 2013
John Hancock Life Insurance Company (U.S.A.) February 2012 - May 2012
Northwestern Mutual October 2010 - February 2012
Bank of America September 2006 - August 2010
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2017
Master of Business Administration (MBA), Finance and Global Business
Penn State University 2004 — 2008
Bachelor of Science, Economics
PNC July 2013 - Present
Brick City Alumni Group November 2009 - Present
ADP July 2012 - July 2013
John Hancock Life Insurance Company (U.S.A.) February 2012 - May 2012
Northwestern Mutual October 2010 - February 2012
Bank of America September 2006 - August 2010
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2017
Master of Business Administration (MBA), Finance and Global Business
Penn State University 2004 — 2008
Bachelor of Science, Economics
Anthony Ortega Anthony Ortega's Northwestern Mutual Experience June 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry
Experience
Northwestern Mutual June 2014 - Present
Sigma Tau Gamma Fraternity January 2014 - Present
Sigma Tau Gamma Fraternity January 2012 - December 2013
Forest Hills Youth Athletic Association 2009 - 2011
Skills
Social Networking, Leadership, Memory, Bilingual, Public Speaking, Strategic Thinking, Quick Thinker, Social Media, People Skills, Microsoft Excel, Teamwork, Team Leadership
Education
Penn State University 2011 — 2015
Bachelor of Arts (BA), Economics
Northwestern Mutual June 2014 - Present
Sigma Tau Gamma Fraternity January 2014 - Present
Sigma Tau Gamma Fraternity January 2012 - December 2013
Forest Hills Youth Athletic Association 2009 - 2011
Skills
Social Networking, Leadership, Memory, Bilingual, Public Speaking, Strategic Thinking, Quick Thinker, Social Media, People Skills, Microsoft Excel, Teamwork, Team Leadership
Education
Penn State University 2011 — 2015
Bachelor of Arts (BA), Economics
Matthew Burckhardt Matthew Burckhardt's Northwestern Mutual Experience 2011 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2011 - Present
Skills
Securities, Financial Services, Estate Planning, Investments, Life Insurance, Retirement Planning, Group Benefit Plans, PowerPoint, Social Media, Financial Analysis, Microsoft Office, Finance, Wealth, Microsoft Excel
Education
Penn State University
Bachelor of Science, Finance, International Business
Temple University Rome
International Business
Northwestern Mutual 2011 - Present
Skills
Securities, Financial Services, Estate Planning, Investments, Life Insurance, Retirement Planning, Group Benefit Plans, PowerPoint, Social Media, Financial Analysis, Microsoft Office, Finance, Wealth, Microsoft Excel
Education
Penn State University
Bachelor of Science, Finance, International Business
Temple University Rome
International Business
John Stagliano John Stagliano's Northwestern Mutual Experience December 2005 - September 2011
Job Program Delivery Lead ManpowerGroup Solutions RPO
Industry Financial Services
Experience
ManpowerGroup Solutions September 2012 - Present
Katie's Krops 2009 - 2015
Northwestern Mutual December 2005 - September 2011
SoundView Technology Group August 1996 - January 2004
Punk, Ziegel & Company November 1995 - August 1996
Weeden & Co. August 1994 - October 1995
Skills
Series 7, Investments, Budgeting, Investment Banking, Insurance, Budgets, Finance, Financial Services, Series 63, Start-ups, Securities, CRM, Marketing, Analysis, Equities, Trading Systems
Education
Penn State University 1982 — 1987
BA, Economics
Chanel High School 1978 — 1982
Business
ManpowerGroup Solutions September 2012 - Present
Katie's Krops 2009 - 2015
Northwestern Mutual December 2005 - September 2011
SoundView Technology Group August 1996 - January 2004
Punk, Ziegel & Company November 1995 - August 1996
Weeden & Co. August 1994 - October 1995
Skills
Series 7, Investments, Budgeting, Investment Banking, Insurance, Budgets, Finance, Financial Services, Series 63, Start-ups, Securities, CRM, Marketing, Analysis, Equities, Trading Systems
Education
Penn State University 1982 — 1987
BA, Economics
Chanel High School 1978 — 1982
Business
Chanda Benton Chanda Benton's Northwestern Mutual Experience January 2009 - September 2009
Job Branch Manager at PNC Bank
Industry Banking
Experience
PNC June 2014 - Present
PNC June 2011 - June 2014
PNC November 2009 - June 2011
All Health Agency September 2009 - November 2009
Northwestern Mutual January 2009 - September 2009
Northwestern Mutual - The Loudoun Financial Group November 2007 - January 2009
Washington Mutual October 2007 - November 2007
Washington Mutual May 2007 - September 2007
Washington Mutual April 2005 - May 2007
To Market Two Markets 2003 - December 2004
Skills
Commercial Lending, Small Business, Relationship Management, Credit, Cold Calling, Business Development, Strategic Planning, Investments, New Business Development, Mortgage Lending, Banking, Underwriting, Marketing, Loans, Finance, Mortgage Banking, Leadership, Management, Sales, Customer Service, Retail Banking, Team Building, Risk Management, Credit Analysis
Education
Penn State University 2000 — 2004
Bachelor's of Science, Business Management and Marketing
PNC June 2014 - Present
PNC June 2011 - June 2014
PNC November 2009 - June 2011
All Health Agency September 2009 - November 2009
Northwestern Mutual January 2009 - September 2009
Northwestern Mutual - The Loudoun Financial Group November 2007 - January 2009
Washington Mutual October 2007 - November 2007
Washington Mutual May 2007 - September 2007
Washington Mutual April 2005 - May 2007
To Market Two Markets 2003 - December 2004
Skills
Commercial Lending, Small Business, Relationship Management, Credit, Cold Calling, Business Development, Strategic Planning, Investments, New Business Development, Mortgage Lending, Banking, Underwriting, Marketing, Loans, Finance, Mortgage Banking, Leadership, Management, Sales, Customer Service, Retail Banking, Team Building, Risk Management, Credit Analysis
Education
Penn State University 2000 — 2004
Bachelor's of Science, Business Management and Marketing
David Maury David Maury's Northwestern Mutual Experience August 1997 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 1997 - Present
Skills
Personal Financial..., Estate Planning
Education
Penn State University
Bachelor's Degree, Economics
Northwestern Mutual August 1997 - Present
Skills
Personal Financial..., Estate Planning
Education
Penn State University
Bachelor's Degree, Economics
Eric Sharpe Eric Sharpe's Northwestern Mutual Experience June 2014 - Present
Job Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2014 - Present
Chester County Medic 91 1991 - 2015
Chester County Medic 91 1991 - 2015
Healing Dynamics, LLC May 2012 - February 2013
Nautilus Neurosciences, Inc. August 2011 - July 2012
Merck & Co. Inc (MSD) October 2006 - August 2011
Merck January 1997 - October 2006
The Chester County Hospital January 1991 - January 1997
Education
Hahnemann
Pennsylvania State University-Great Valley Graduate Center 1995 — 1997
MS, Management
Villanova University 2011 — 2011
Six Sigma Green Belt
Penn State University 1985 — 1988
BS, HRIM
High School 1978 — 1982
Northwestern Mutual June 2014 - Present
Chester County Medic 91 1991 - 2015
Chester County Medic 91 1991 - 2015
Healing Dynamics, LLC May 2012 - February 2013
Nautilus Neurosciences, Inc. August 2011 - July 2012
Merck & Co. Inc (MSD) October 2006 - August 2011
Merck January 1997 - October 2006
The Chester County Hospital January 1991 - January 1997
Education
Hahnemann
Pennsylvania State University-Great Valley Graduate Center 1995 — 1997
MS, Management
Villanova University 2011 — 2011
Six Sigma Green Belt
Penn State University 1985 — 1988
BS, HRIM
High School 1978 — 1982
Chris D'Elia's Northwestern Mutual Experience May 2013 - May 2014
Job Energy Solutions Specialist at COOPER ELECTRIC SUPPLY
Industry
Experience
COOPER ELECTRIC SUPPLY January 2015 - Present
Sonepar USA June 2014 - January 2015
Northwestern Mutual May 2013 - May 2014
Penn State University January 2013 - May 2013
Lansdale Packaged Ice May 2012 - August 2012
Hatfield Aquatic Center Pool Side Cafe May 2005 - August 2011
Skills
Microsoft Visual Studio..., Microsoft Excel, Microsoft Office, PowerPoint, Economics, Energy Economics, Energy Security, Customer Service, Leadership, Analysis, Microsoft Word, Teamwork
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Economics, 3.68
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Energy Business and Finance, 3.68
COOPER ELECTRIC SUPPLY January 2015 - Present
Sonepar USA June 2014 - January 2015
Northwestern Mutual May 2013 - May 2014
Penn State University January 2013 - May 2013
Lansdale Packaged Ice May 2012 - August 2012
Hatfield Aquatic Center Pool Side Cafe May 2005 - August 2011
Skills
Microsoft Visual Studio..., Microsoft Excel, Microsoft Office, PowerPoint, Economics, Energy Economics, Energy Security, Customer Service, Leadership, Analysis, Microsoft Word, Teamwork
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Economics, 3.68
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Energy Business and Finance, 3.68
David Dandrea David Dandrea's Northwestern Mutual Experience May 2013 - August 2013
Job Advisory Associate at PwC
Industry Financial Services
Ronak Das Ronak Das's Northwestern Mutual Experience June 2015 - Present
Job Student at Pennsylvania State University
Industry Logistics and Supply Chain
Experience
Northwestern Mutual June 2015 - Present
Broadview Networks June 2014 - August 2014
Nike Factory Outlet August 2011 - March 2012
Skills
Inventory Management, Business Management, Coaching, HTML scripting, Leadership, Management, Research, Event Planning
Education
Penn State University 2013 — 2017
Bachelor's Degree, Supply Chain & Information Systems, Sophomore
Spring-Ford High School 2009 — 2013
Diploma
Northwestern Mutual June 2015 - Present
Broadview Networks June 2014 - August 2014
Nike Factory Outlet August 2011 - March 2012
Skills
Inventory Management, Business Management, Coaching, HTML scripting, Leadership, Management, Research, Event Planning
Education
Penn State University 2013 — 2017
Bachelor's Degree, Supply Chain & Information Systems, Sophomore
Spring-Ford High School 2009 — 2013
Diploma
Michael V. Kopay III's Northwestern Mutual Experience April 2013 - September 2013
Job Mortgage Banker / Purchase Team Lead Bank of England Mortgage Division
Industry Financial Services
Experience
Bank of England February 2014 - Present
Detroit Metro Healthcare Network January 2013 - Present
First National Bank of Layton September 2013 - February 2014
Northwestern Mutual April 2013 - September 2013
ConceptOne Home Health Care June 2011 - October 2012
Fox Home Care Services January 2008 - January 2011
AstraZeneca September 2005 - August 2008
American Equity Mortgage & Sallie Mae Home Loans February 2003 - September 2005
United Group Association December 2000 - January 2002
JSP International & North American Lighting July 1995 - December 2000
Skills
Strategy, Sales Operations, Sales Management, Management, Leadership, Business Development, Healthcare, Hospitals, Sales, Business Planning, Marketing, Sales Process, Customer Service, New Business Development, Marketing Strategy, Lead Generation, Strategic Planning, Finance, Mortgage Lending, Team Building, Real Estate, Investment Properties, Loans, Public Speaking, First Time Home Buyers, Refinance
Education
University of Phoenix 2011 — 2013
Masters, Healthcare Administration
Penn State University 1990 — 1994
Bachelors of Science, Health Policy and Administration
Moon 1988 — 1990
High School Diploma, General, 12
Bank of England February 2014 - Present
Detroit Metro Healthcare Network January 2013 - Present
First National Bank of Layton September 2013 - February 2014
Northwestern Mutual April 2013 - September 2013
ConceptOne Home Health Care June 2011 - October 2012
Fox Home Care Services January 2008 - January 2011
AstraZeneca September 2005 - August 2008
American Equity Mortgage & Sallie Mae Home Loans February 2003 - September 2005
United Group Association December 2000 - January 2002
JSP International & North American Lighting July 1995 - December 2000
Skills
Strategy, Sales Operations, Sales Management, Management, Leadership, Business Development, Healthcare, Hospitals, Sales, Business Planning, Marketing, Sales Process, Customer Service, New Business Development, Marketing Strategy, Lead Generation, Strategic Planning, Finance, Mortgage Lending, Team Building, Real Estate, Investment Properties, Loans, Public Speaking, First Time Home Buyers, Refinance
Education
University of Phoenix 2011 — 2013
Masters, Healthcare Administration
Penn State University 1990 — 1994
Bachelors of Science, Health Policy and Administration
Moon 1988 — 1990
High School Diploma, General, 12
Christopher Lazar's Northwestern Mutual Experience January 2012 - May 2013
Job Audit Associate at KPMG
Industry Accounting
Experience
McGladrey June 2014 - August 2014
KPMG January 2014 - April 2014
Northwestern Mutual January 2012 - May 2013
Skills
Strategic Financial..., Fixed Annuities, Life Insurance, Disability Insurance, Insurance, Long-term Care, Health Insurance, Accounting, Education Funding, Managerial Finance, Economics, PowerPoint, Microsoft Excel, Financial Analysis
Education
Penn State University 2010 — 2015
Bachelor of Science (BS), Accounting and Finance
Penn State University 2010 — 2015
Master's degree, Accounting
McGladrey June 2014 - August 2014
KPMG January 2014 - April 2014
Northwestern Mutual January 2012 - May 2013
Skills
Strategic Financial..., Fixed Annuities, Life Insurance, Disability Insurance, Insurance, Long-term Care, Health Insurance, Accounting, Education Funding, Managerial Finance, Economics, PowerPoint, Microsoft Excel, Financial Analysis
Education
Penn State University 2010 — 2015
Bachelor of Science (BS), Accounting and Finance
Penn State University 2010 — 2015
Master's degree, Accounting
Justin Fretz Justin Fretz's Northwestern Mutual Experience January 2002 - October 2003
Job Manager at Simplex Americas LLC
Industry Maritime
Experience
Simplex Americas LLC October 2003 - Present
Northwestern Mutual January 2002 - October 2003
Victaulic September 2000 - November 2001
Skills
Logistics, Scuba Diving, OS X, Shipping, Quality Control, Maritime, Freight, Microsoft Dynamics, Forklift Operator, Lacrosse, Mac OS X, CNC Mill, Ice Hockey, Class B CDL, Motorcycling, Jiu-Jitsu, Marine Engineering
Education
Penn State University 1995 — 1999
BS, Administration of Justice
Simplex Americas LLC October 2003 - Present
Northwestern Mutual January 2002 - October 2003
Victaulic September 2000 - November 2001
Skills
Logistics, Scuba Diving, OS X, Shipping, Quality Control, Maritime, Freight, Microsoft Dynamics, Forklift Operator, Lacrosse, Mac OS X, CNC Mill, Ice Hockey, Class B CDL, Motorcycling, Jiu-Jitsu, Marine Engineering
Education
Penn State University 1995 — 1999
BS, Administration of Justice
Ben Schriver Ben Schriver's Northwestern Mutual Experience January 2012 - March 2012
Job Consultant at IMS Health
Industry Information Technology and Services
Experience
IMS Health March 2014 - Present
IMS Health May 2012 - June 2014
Northwestern Mutual January 2012 - March 2012
Kelly and Associates Insurance Group May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Insurance, PowerPoint, Healthcare, Training, Data Analysis, Customer Service, Account Management, Outlook, Auditing, Accounting, Management, Software Documentation
Education
Penn State University 2008 — 2011
BS, Health Policy and Administration
IMS Health March 2014 - Present
IMS Health May 2012 - June 2014
Northwestern Mutual January 2012 - March 2012
Kelly and Associates Insurance Group May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Insurance, PowerPoint, Healthcare, Training, Data Analysis, Customer Service, Account Management, Outlook, Auditing, Accounting, Management, Software Documentation
Education
Penn State University 2008 — 2011
BS, Health Policy and Administration
Vernon 'Scott' Crytser Vernon 'Scott' Crytser's Northwestern Mutual Experience June 2012 - September 2013
Job Tax Associate
Industry Accounting
Experience
PwC September 2015 - Present
PwC September 2015 - Present
Superior Office Systems February 2013 - May 2014
Northwestern Mutual June 2012 - September 2013
Skills
Financial Analysis, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Marketing
Education
University of South Carolina-Columbia 2014 — 2015
Master's degree, Accounting
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Penn State University 2007 — 2008
PwC September 2015 - Present
PwC September 2015 - Present
Superior Office Systems February 2013 - May 2014
Northwestern Mutual June 2012 - September 2013
Skills
Financial Analysis, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Marketing
Education
University of South Carolina-Columbia 2014 — 2015
Master's degree, Accounting
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Penn State University 2007 — 2008
Melody Steinmayer Melody Steinmayer's Northwestern Mutual Experience April 2006 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual April 2006 - Present
AND1 Basketball August 2001 - December 2005
Eagle's Eye May 1992 - August 2001
Education
Penn State University 1984 — 1988
Northwestern Mutual April 2006 - Present
AND1 Basketball August 2001 - December 2005
Eagle's Eye May 1992 - August 2001
Education
Penn State University 1984 — 1988
Toby Imgrund's Northwestern Mutual Experience June 2009 - June 2010
Job Product Marketing Manager at NinjaFlex 3D
Industry Financial Services
Experience
NinjaFlex 3D September 2015 - Present
Fenner Drives January 2014 - September 2015
Fenner Drives March 2012 - December 2013
Fenner Drives September 2010 - March 2012
Sage Technology Solutions, Inc. June 2004 - September 2010
Northwestern Mutual June 2009 - June 2010
Skills
Microsoft Office, JD Edwards, Bloomberg, Excel, Budgeting, Word, PowerPoint, Accounting, Financial Analysis, Problem Solving, Microsoft Excel, Budgets, Financial Forecasting, Business Analysis, Manufacturing, Capital Budgeting, Managerial Finance, Analysis, Account Reconciliation, Finance, Payroll, Microsoft Word, Financial Accounting, Business Planning
Education
Penn State University 2012 — 2014
Master of Business Administration (MBA)
Penn State University 2007 — 2010
Bachelor of Science (BS), Finance
Lancaster Christian School 1994 — 2006
NinjaFlex 3D September 2015 - Present
Fenner Drives January 2014 - September 2015
Fenner Drives March 2012 - December 2013
Fenner Drives September 2010 - March 2012
Sage Technology Solutions, Inc. June 2004 - September 2010
Northwestern Mutual June 2009 - June 2010
Skills
Microsoft Office, JD Edwards, Bloomberg, Excel, Budgeting, Word, PowerPoint, Accounting, Financial Analysis, Problem Solving, Microsoft Excel, Budgets, Financial Forecasting, Business Analysis, Manufacturing, Capital Budgeting, Managerial Finance, Analysis, Account Reconciliation, Finance, Payroll, Microsoft Word, Financial Accounting, Business Planning
Education
Penn State University 2012 — 2014
Master of Business Administration (MBA)
Penn State University 2007 — 2010
Bachelor of Science (BS), Finance
Lancaster Christian School 1994 — 2006
Jens Thorsen Jens Thorsen's Northwestern Mutual Experience November 1998 - March 2002
Job President at Hartman Employee Benefits Inc.
Industry Financial Services
Experience
Hartman Employee Benefits Inc. January 2012 - Present
The Hartman Group (PA) January 2007 - Present
The Hartman Group (PA) November 2002 - December 2006
KAA-INC March 2002 - October 2002
Northwestern Mutual November 1998 - March 2002
Skills
Employee Benefits, Insurance, Health Insurance, Strategy, Disability Insurance, Benefits Administration, Strategic Partnerships, Brokers, Business Planning, 401k, Team Building, Health & Welfare..., Life Insurance, Financial Services, Finance, ERISA, Strategic Planning, Mergers & Acquisitions, Small Business, Risk Management, Operations Management, Underwriting, Consulting, Retirement Planning, Retirement
Education
Penn State University 1996 — 2000
Bachelor of Science, Economics and Business Administration
Holstebro Handelsskole 1993 — 1994
Business
Freedom High School
Hartman Employee Benefits Inc. January 2012 - Present
The Hartman Group (PA) January 2007 - Present
The Hartman Group (PA) November 2002 - December 2006
KAA-INC March 2002 - October 2002
Northwestern Mutual November 1998 - March 2002
Skills
Employee Benefits, Insurance, Health Insurance, Strategy, Disability Insurance, Benefits Administration, Strategic Partnerships, Brokers, Business Planning, 401k, Team Building, Health & Welfare..., Life Insurance, Financial Services, Finance, ERISA, Strategic Planning, Mergers & Acquisitions, Small Business, Risk Management, Operations Management, Underwriting, Consulting, Retirement Planning, Retirement
Education
Penn State University 1996 — 2000
Bachelor of Science, Economics and Business Administration
Holstebro Handelsskole 1993 — 1994
Business
Freedom High School
Chris Quaidoo Chris Quaidoo's Northwestern Mutual Experience August 2013 - December 2013
Job Research Assistant at Simon Business School, University of Rochester
Industry Financial Services
Experience
Best Times Financial Planning July 2014 - Present
Simon Business School, University of Rochester January 2014 - June 2014
Northwestern Mutual August 2013 - December 2013
Fein, Such, & Crane, LLP June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, HTML, CSS, JavaScript, Economic Research, Analysis, Data Analysis
Education
University of Rochester 2013 — 2015
Bachelor of Arts (BA), Economics
Penn State University 2011 — 2012
Bachelor of Arts (BA), Economics
Brighton High School 2007 — 2011
Best Times Financial Planning July 2014 - Present
Simon Business School, University of Rochester January 2014 - June 2014
Northwestern Mutual August 2013 - December 2013
Fein, Such, & Crane, LLP June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, HTML, CSS, JavaScript, Economic Research, Analysis, Data Analysis
Education
University of Rochester 2013 — 2015
Bachelor of Arts (BA), Economics
Penn State University 2011 — 2012
Bachelor of Arts (BA), Economics
Brighton High School 2007 — 2011
Chris Ciuffo's Northwestern Mutual Experience June 2012 - August 2012
Job Fixed Income Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - August 2014
Northwestern Mutual June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Economics, Valuation, Bloomberg, Teamwork, Portfolio Management, Data Analysis, Equities, Market Research
Education
Penn State University 2011 — 2015
Finance, Finance and Financial Management Services, Senior
J.P. Morgan June 2014 - August 2014
Northwestern Mutual June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Economics, Valuation, Bloomberg, Teamwork, Portfolio Management, Data Analysis, Equities, Market Research
Education
Penn State University 2011 — 2015
Finance, Finance and Financial Management Services, Senior
Michelle DeCarlo Michelle DeCarlo's Northwestern Mutual Experience September 2011 - March 2012
Job Teach for America
Industry Marketing and Advertising
Experience
Teach for America March 2012 - Present
Northwestern Mutual September 2011 - March 2012
Skills
PowerPoint, Leadership, Microsoft Office, Public Speaking, Teaching, Microsoft Excel, Research, Microsoft Word, Data Analysis, Marketing, Event Planning, Social Media
Education
University of North Carolina at Charlotte 2012 — 2014
Masters Art of Teaching, Middle Grades Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Marketing
Teach for America March 2012 - Present
Northwestern Mutual September 2011 - March 2012
Skills
PowerPoint, Leadership, Microsoft Office, Public Speaking, Teaching, Microsoft Excel, Research, Microsoft Word, Data Analysis, Marketing, Event Planning, Social Media
Education
University of North Carolina at Charlotte 2012 — 2014
Masters Art of Teaching, Middle Grades Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Marketing
Joseph Filko Joseph Filko's Northwestern Mutual Experience 2010 - Present
Job Senior Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual 2010 - Present
Penn State University September 1995 - May 2005
Skills
Long Term Care, Disability Insurance, Investments, Insurance, Retirement, Public Speaking, Estate Planning, Annuities, Teaching
Education
Penn State University 1962 — 1966
Social Studies Education, Economics and Political Science
Northwestern Mutual 2010 - Present
Penn State University September 1995 - May 2005
Skills
Long Term Care, Disability Insurance, Investments, Insurance, Retirement, Public Speaking, Estate Planning, Annuities, Teaching
Education
Penn State University 1962 — 1966
Social Studies Education, Economics and Political Science
Nigel Hopkinson Nigel Hopkinson's Northwestern Mutual Experience March 2012 - September 2012
Job CMBS Analyst at Kroll Bond Rating Agency, Inc.
Industry Financial Services
Experience
Kroll Bond Rating Agency, Inc. July 2014 - Present
Kroll Bond Rating Agency, Inc. October 2013 - Present
Penn State University 2009 - 2014
Legacy Youth Tennis and Education 2011 - 2013
Northwestern Mutual March 2012 - September 2012
Summer Serves May 2010 - September 2011
Skills
Strategic Financial..., PowerPoint, Financial Analysis, Customer Service, Microsoft Excel, Public Speaking, Data Analysis, Analysis, Microsoft Word
Education
Penn State University 2009 — 2013
Bachelor of Business, Finance Option, Accounting and Finance
Roman Catholic High School 2005 — 2009
Kroll Bond Rating Agency, Inc. July 2014 - Present
Kroll Bond Rating Agency, Inc. October 2013 - Present
Penn State University 2009 - 2014
Legacy Youth Tennis and Education 2011 - 2013
Northwestern Mutual March 2012 - September 2012
Summer Serves May 2010 - September 2011
Skills
Strategic Financial..., PowerPoint, Financial Analysis, Customer Service, Microsoft Excel, Public Speaking, Data Analysis, Analysis, Microsoft Word
Education
Penn State University 2009 — 2013
Bachelor of Business, Finance Option, Accounting and Finance
Roman Catholic High School 2005 — 2009
Andrew Fiore Andrew Fiore's Northwestern Mutual Experience May 2014 - August 2014
Job Student at Penn State University
Industry
Experience
Northwestern Mutual May 2014 - August 2014
Skills
Financial Analysis, Life Insurance, Insurance, Wealth Management, Risk Management, Financial Services
Education
Penn State University 2012 — 2017
Masters of Accounting, Bachelor of Science (BS), Accounting, Finance
Northwestern Mutual May 2014 - August 2014
Skills
Financial Analysis, Life Insurance, Insurance, Wealth Management, Risk Management, Financial Services
Education
Penn State University 2012 — 2017
Masters of Accounting, Bachelor of Science (BS), Accounting, Finance
Konstantinos 'Dino' Marros's Northwestern Mutual Experience June 2013 - August 2013
Job Bartender at Westin Hotels & Resorts
Industry Law Practice
Experience
Westin Hotels & Resorts February 2015 - Present
Gold's Gym March 2014 - August 2014
Reliance Cafe September 2013 - August 2014
Thirsty's Quickstop February 2012 - March 2014
Northwestern Mutual June 2013 - August 2013
York County Public Defender's Office May 2012 - August 2012
Culhanes Steakhouse February 2004 - February 2012
PA House of Representatives August 2010 - January 2011
Spadafora Law Group LLC August 2008 - February 2009
Skills
Time Management, Research, Public Speaking, Sales, Leadership, Customer Service, Social Networking, Advertising, Social Media, Microsoft Office, Criminal Law, Social Media Marketing, PowerPoint, Microsoft Word, Interviews, Fundraising, Event Planning, Event Management, Public Relations, Inventory Management, Human Resources, Training, Teamwork, Analysis, Coaching, Retail, Legal Writing, Facebook, Political Campaigns, Government, Insurance, Data Analysis, Management, Leadership Development, LexisNexis, WestLaw
Education
Charlotte School of Law 2014 — 2017
Doctor of Law (J.D.)
Penn State University 2009 — 2013
Bachelor of Science (BS), Criminal Justice/Police Science
York Suburban High School 2005 — 2009
High School Diploma, General Studies
Westin Hotels & Resorts February 2015 - Present
Gold's Gym March 2014 - August 2014
Reliance Cafe September 2013 - August 2014
Thirsty's Quickstop February 2012 - March 2014
Northwestern Mutual June 2013 - August 2013
York County Public Defender's Office May 2012 - August 2012
Culhanes Steakhouse February 2004 - February 2012
PA House of Representatives August 2010 - January 2011
Spadafora Law Group LLC August 2008 - February 2009
Skills
Time Management, Research, Public Speaking, Sales, Leadership, Customer Service, Social Networking, Advertising, Social Media, Microsoft Office, Criminal Law, Social Media Marketing, PowerPoint, Microsoft Word, Interviews, Fundraising, Event Planning, Event Management, Public Relations, Inventory Management, Human Resources, Training, Teamwork, Analysis, Coaching, Retail, Legal Writing, Facebook, Political Campaigns, Government, Insurance, Data Analysis, Management, Leadership Development, LexisNexis, WestLaw
Education
Charlotte School of Law 2014 — 2017
Doctor of Law (J.D.)
Penn State University 2009 — 2013
Bachelor of Science (BS), Criminal Justice/Police Science
York Suburban High School 2005 — 2009
High School Diploma, General Studies
Caitlin House Caitlin House's Northwestern Mutual Experience March 2014 - November 2014
Job BrokerLinc Associate
Industry Accounting
Experience
Lincoln Financial Group July 2015 - Present
Penn State's Women in Business Powerful Women Paving the Way Conference October 2014 - May 2015
Penn State Nittany Notes January 2013 - May 2015
Penn State's Women in Business January 2013 - May 2015
Northwestern Mutual March 2014 - November 2014
Penn State's Bocce Club August 2013 - August 2014
Penn State's Women in Business Powerful Women Paving the Way Conference September 2012 - August 2014
Rita's Italian Ice February 2011 - August 2013
Westwood Heights Swim Club April 2007 - August 2010
Skills
Microsoft Excel, PowerPoint, Time Management, Teamwork, Management, Social Media, Microsoft Word, Social Networking, Event Planning, Efficiency, Community Service
Education
Penn State University 2011 — 2015
Bachelor's Degree, Accounting, Minor in Legal Environment of Business
Parkland High School 2007 — 2011
Lincoln Financial Group July 2015 - Present
Penn State's Women in Business Powerful Women Paving the Way Conference October 2014 - May 2015
Penn State Nittany Notes January 2013 - May 2015
Penn State's Women in Business January 2013 - May 2015
Northwestern Mutual March 2014 - November 2014
Penn State's Bocce Club August 2013 - August 2014
Penn State's Women in Business Powerful Women Paving the Way Conference September 2012 - August 2014
Rita's Italian Ice February 2011 - August 2013
Westwood Heights Swim Club April 2007 - August 2010
Skills
Microsoft Excel, PowerPoint, Time Management, Teamwork, Management, Social Media, Microsoft Word, Social Networking, Event Planning, Efficiency, Community Service
Education
Penn State University 2011 — 2015
Bachelor's Degree, Accounting, Minor in Legal Environment of Business
Parkland High School 2007 — 2011
Melanie Stuber, CPA, ChFC Melanie Stuber, CPA, ChFC's Northwestern Mutual Experience November 2014 - Present
Job Corporate Project Consultant, Corporate Strategy at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual November 2014 - Present
Northwestern Mutual March 2012 - November 2014
CNA Insurance July 2010 - January 2012
CNA Insurance August 2007 - July 2010
CNA Insurance August 2006 - July 2007
CNA Insurance May 2002 - August 2006
PwC January 1996 - April 2002
Skills
Financial Analysis, Financial Accounting, Insurance, PowerPoint, Excel, Word, Consulting, Business Strategy
Education
Penn State University 1991 — 1995
Bachelor of Science, Accounting
Northwestern Mutual November 2014 - Present
Northwestern Mutual March 2012 - November 2014
CNA Insurance July 2010 - January 2012
CNA Insurance August 2007 - July 2010
CNA Insurance August 2006 - July 2007
CNA Insurance May 2002 - August 2006
PwC January 1996 - April 2002
Skills
Financial Analysis, Financial Accounting, Insurance, PowerPoint, Excel, Word, Consulting, Business Strategy
Education
Penn State University 1991 — 1995
Bachelor of Science, Accounting
Francisc Boghicev Francisc Boghicev's Northwestern Mutual Experience May 2007 - August 2007
Job Supply Chain Analyst
Industry Pharmaceuticals
Experience
McNeil Consumer Healthcare August 2013 - Present
Pepboys June 2011 - August 2013
C.H. Robinson Worldwide, Inc. May 2008 - June 2011
Northwestern Mutual May 2007 - August 2007
Skills
Supply Chain Management, Forecasting, Inventory Management, Microsoft Excel, Problem Solving, JDA E3, Retail, Logistics, Transportation, Transportation..., Team Leadership, Cross-functional..., Supply Chain, Analysis, Merchandising
Education
Penn State University 2004 — 2008
Bachelor, Economics
McNeil Consumer Healthcare August 2013 - Present
Pepboys June 2011 - August 2013
C.H. Robinson Worldwide, Inc. May 2008 - June 2011
Northwestern Mutual May 2007 - August 2007
Skills
Supply Chain Management, Forecasting, Inventory Management, Microsoft Excel, Problem Solving, JDA E3, Retail, Logistics, Transportation, Transportation..., Team Leadership, Cross-functional..., Supply Chain, Analysis, Merchandising
Education
Penn State University 2004 — 2008
Bachelor, Economics
Cherie Obiri Cherie Obiri's Northwestern Mutual Experience February 2011 - May 2011
Job Administrative Support Coordinator, Penn State Univ., Office of the Vice President for Outreach and Online Education
Industry Higher Education
Experience
Penn State University November 2012 - Present
The Hartman Group June 2011 - November 2012
Northwestern Mutual February 2011 - May 2011
Humanitas, Inc. April 2005 - February 2011
Skills
Insurance, Research, Microsoft Office, Customer Service, Event Planning, Microsoft Word, Microsoft Excel, Social Media, Public Relations, Non-profits, PowerPoint, Data Analysis, Qualitative Research, Nonprofits, Human Resources, Community Outreach, Event Management
Education
Penn State University 2002 — 2004
BS, Human Development & Family Studies
University of Maryland University College
BS, Legal Studies
Slippery Rock University of Pennsylvania 1999 — 2002
NA, Sociology
State College Area High School 1995 — 1999
High School Diploma, College Prep
Penn State University November 2012 - Present
The Hartman Group June 2011 - November 2012
Northwestern Mutual February 2011 - May 2011
Humanitas, Inc. April 2005 - February 2011
Skills
Insurance, Research, Microsoft Office, Customer Service, Event Planning, Microsoft Word, Microsoft Excel, Social Media, Public Relations, Non-profits, PowerPoint, Data Analysis, Qualitative Research, Nonprofits, Human Resources, Community Outreach, Event Management
Education
Penn State University 2002 — 2004
BS, Human Development & Family Studies
University of Maryland University College
BS, Legal Studies
Slippery Rock University of Pennsylvania 1999 — 2002
NA, Sociology
State College Area High School 1995 — 1999
High School Diploma, College Prep
Jim Waldron Jim Waldron's Northwestern Mutual Experience January 2009 - December 2010
Job National Account Manager at The WilliamThomas Group
Industry Oil & Energy
Experience
The William-Thomas Group August 2013 - Present
Fellon-McCord & Associates October 2010 - July 2013
Northwestern Mutual January 2009 - December 2010
ENERNOC 2007 - 2008
Ashland, INC, Valvoline 2002 - 2007
Nutro Products 2000 - 2002
Nutro Products 1999 - 2000
Travel Centers of Amaerica 1994 - 1999
Skills
Budgeting, Energy, New Business Development, Contract Negotiations, Business Planning, Public Speaking, Cross-functional Team..., Risk Management, Budgets, CRM, Strategic Planning, Recruiting, Marketing Strategy, Operations Management, Management, Contract Negotiation, Customer Service, Marketing Communications, Procurement, Business Development, Leadership, Negotiation, Strategy, Marketing, Sales, Sales Operations, Account Management, Business Strategy, Sales Management, Sales Process, Salesforce.com, Forecasting, Team Building, Time Management, Renewable Energy, Pricing, Market Research, Process Improvement, Team Leadership, Training, Market Analysis, Direct Sales, Management Consulting, Selling, Start-ups, Analysis, B2B, Competitive Analysis, Coaching, Project Management
Education
Penn State University 1983 — 1988
BS, Business Mgmt
Central Catholic
The William-Thomas Group August 2013 - Present
Fellon-McCord & Associates October 2010 - July 2013
Northwestern Mutual January 2009 - December 2010
ENERNOC 2007 - 2008
Ashland, INC, Valvoline 2002 - 2007
Nutro Products 2000 - 2002
Nutro Products 1999 - 2000
Travel Centers of Amaerica 1994 - 1999
Skills
Budgeting, Energy, New Business Development, Contract Negotiations, Business Planning, Public Speaking, Cross-functional Team..., Risk Management, Budgets, CRM, Strategic Planning, Recruiting, Marketing Strategy, Operations Management, Management, Contract Negotiation, Customer Service, Marketing Communications, Procurement, Business Development, Leadership, Negotiation, Strategy, Marketing, Sales, Sales Operations, Account Management, Business Strategy, Sales Management, Sales Process, Salesforce.com, Forecasting, Team Building, Time Management, Renewable Energy, Pricing, Market Research, Process Improvement, Team Leadership, Training, Market Analysis, Direct Sales, Management Consulting, Selling, Start-ups, Analysis, B2B, Competitive Analysis, Coaching, Project Management
Education
Penn State University 1983 — 1988
BS, Business Mgmt
Central Catholic
Kent Rentschler, CFP®'s Northwestern Mutual Experience April 2009 - December 2009
Job Associate Wealth Planner at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management March 2015 - Present
PNC September 2012 - February 2015
M&T Bank July 2011 - August 2012
M&T Bank July 2010 - May 2011
Northwestern Mutual April 2009 - December 2009
Education
Villanova University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Penn State University 2006 — 2010
Bachelor's Degree, Finance
PNC Wealth Management March 2015 - Present
PNC September 2012 - February 2015
M&T Bank July 2011 - August 2012
M&T Bank July 2010 - May 2011
Northwestern Mutual April 2009 - December 2009
Education
Villanova University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Penn State University 2006 — 2010
Bachelor's Degree, Finance
Benjamin Cain Benjamin Cain's Northwestern Mutual Experience June 2009 - July 2010
Job Commercial Portfolio Manager at Citizens Bank
Industry Financial Services
Experience
Citizens Bank April 2015 - Present
Huntington National Bank March 2015 - April 2015
Huntington National Bank January 2015 - March 2015
Huntington National Bank August 2013 - January 2015
Huntington National Bank July 2010 - August 2013
Northwestern Mutual June 2009 - July 2010
Bank of New York Mellon 2009 - 2009
Skills
Financial Analysis, Accounting, Investment Strategies, Microsoft Excel, Business Development, Relationship Management, Communication, Financial Statement..., Liquidity Analysis, Management, Analysis, Sales, Credit
Education
Penn State University 2005 — 2009
Bachelors, Finance, 3.4
Peters Township High School
Peters Township High School
Citizens Bank April 2015 - Present
Huntington National Bank March 2015 - April 2015
Huntington National Bank January 2015 - March 2015
Huntington National Bank August 2013 - January 2015
Huntington National Bank July 2010 - August 2013
Northwestern Mutual June 2009 - July 2010
Bank of New York Mellon 2009 - 2009
Skills
Financial Analysis, Accounting, Investment Strategies, Microsoft Excel, Business Development, Relationship Management, Communication, Financial Statement..., Liquidity Analysis, Management, Analysis, Sales, Credit
Education
Penn State University 2005 — 2009
Bachelors, Finance, 3.4
Peters Township High School
Peters Township High School
Jim Hayes, ChFC® Jim Hayes, ChFC®'s Northwestern Mutual Experience May 2003 - June 2005
Job Sales Consultant at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard July 2012 - January 2015
Vanguard July 2005 - July 2012
Northwestern Mutual May 2003 - June 2005
Skills
Securities, Investments, Mutual Funds, Series 7, Leadership, Relationship Management, Project Management, Securities Lending, Series 63, Financial Services, Series 24, FINRA, Process Improvement, ETFs, Retirement Planning, Strategic Financial..., Retirement, Options, Capital Markets, Investment Management, Insurance, Back Office, Business Analysis, Finance, Fixed Income, Trading
Education
University of Pennsylvania - The Wharton School 2011 — 2013
SIFMA Securities Industry Institute Certification
Saint Joseph's University 2009 — 2011
MBA, Finance
Penn State University 1999 — 2003
Bachelors, Marketing
The American College
ChFC®, Chartered Financial Consultant
Vanguard January 2015 - Present
Vanguard July 2012 - January 2015
Vanguard July 2005 - July 2012
Northwestern Mutual May 2003 - June 2005
Skills
Securities, Investments, Mutual Funds, Series 7, Leadership, Relationship Management, Project Management, Securities Lending, Series 63, Financial Services, Series 24, FINRA, Process Improvement, ETFs, Retirement Planning, Strategic Financial..., Retirement, Options, Capital Markets, Investment Management, Insurance, Back Office, Business Analysis, Finance, Fixed Income, Trading
Education
University of Pennsylvania - The Wharton School 2011 — 2013
SIFMA Securities Industry Institute Certification
Saint Joseph's University 2009 — 2011
MBA, Finance
Penn State University 1999 — 2003
Bachelors, Marketing
The American College
ChFC®, Chartered Financial Consultant
Alexis Tulio Alexis Tulio's Northwestern Mutual Experience January 2012 - June 2013
Job Recruiting Coordinator at Creative Financial Group, an Office of MetLife
Industry Financial Services
Experience
Creative Financial Group Career Development CoordinatorCreative Financial GroupAugust 2013 - Present
Northwestern Mutual January 2012 - June 2013
Target July 2010 - January 2012
Target June 2009 - August 2009
Skills
College Recruiting, Recruiting, Applicant Tracking..., Talent Acquisition, Succession Planning, Microsoft Excel, Onboarding, Employee Relations, Human Resources, PeopleSoft, Microsoft Office, Talent Management, PowerPoint, Performance Management, Customer Service, Training, Leadership, Interviews, Qualifying Candidates, Candidate Generation, Social Networking, Organization, Organizational..., Time Management, Management, Hiring, Sourcing, Temporary Placement, Employee Benefits, Internet Recruiting, Technical Recruiting, Resume Writing, Finance, Staffing Services, Employee Training, Cold Calling, Building Relationships, Screening Resumes, Customer Satisfaction, Contract Recruitment, New Hire Orientations, Screening, Benefits Negotiation, HRIS, Executive Search, Payroll, Leadership Development, Temporary Staffing, CRM, Career Development
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Mount Saint Joseph Academy 2002 — 2006
Creative Financial Group Career Development CoordinatorCreative Financial GroupAugust 2013 - Present
Northwestern Mutual January 2012 - June 2013
Target July 2010 - January 2012
Target June 2009 - August 2009
Skills
College Recruiting, Recruiting, Applicant Tracking..., Talent Acquisition, Succession Planning, Microsoft Excel, Onboarding, Employee Relations, Human Resources, PeopleSoft, Microsoft Office, Talent Management, PowerPoint, Performance Management, Customer Service, Training, Leadership, Interviews, Qualifying Candidates, Candidate Generation, Social Networking, Organization, Organizational..., Time Management, Management, Hiring, Sourcing, Temporary Placement, Employee Benefits, Internet Recruiting, Technical Recruiting, Resume Writing, Finance, Staffing Services, Employee Training, Cold Calling, Building Relationships, Screening Resumes, Customer Satisfaction, Contract Recruitment, New Hire Orientations, Screening, Benefits Negotiation, HRIS, Executive Search, Payroll, Leadership Development, Temporary Staffing, CRM, Career Development
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Mount Saint Joseph Academy 2002 — 2006
Jake Snyder Jake Snyder's Northwestern Mutual Experience January 2011 - August 2011
Job Major Account Manager at OfficeMax
Industry Business Supplies and Equipment
Experience
Office Depot May 2013 - Present
SERVPRO of Blue Bell March 2012 - November 2012
Northwestern Mutual January 2011 - August 2011
Skills
Call Center, Life Insurance, 401k, Insurance, Wealth Management, Financial Analysis, Portfolio Management, Asset Managment, Succession Planning, Risk Management, Business Development, Small Business, Sales, Cold Calling, Negotiation
Education
Penn State University 2007 — 2010
BA, Psychology
Office Depot May 2013 - Present
SERVPRO of Blue Bell March 2012 - November 2012
Northwestern Mutual January 2011 - August 2011
Skills
Call Center, Life Insurance, 401k, Insurance, Wealth Management, Financial Analysis, Portfolio Management, Asset Managment, Succession Planning, Risk Management, Business Development, Small Business, Sales, Cold Calling, Negotiation
Education
Penn State University 2007 — 2010
BA, Psychology
Jeremy G. Edge's Northwestern Mutual Experience 2013 - Present
Job Financial Representative with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2013 - Present
Northwestern Mutual 2013 - 2013
Combined Tactical Systems May 2011 - August 2011
Birmingham Suzuki April 2008 - December 2008
Education
Slippery Rock University of Pennsylvania 2011 — 2013
Bachelor of Business Administration (B.B.A.), Economics/ Finance/ International Affairs
Penn State University
Penn State University
Northwestern Mutual 2013 - Present
Northwestern Mutual 2013 - 2013
Combined Tactical Systems May 2011 - August 2011
Birmingham Suzuki April 2008 - December 2008
Education
Slippery Rock University of Pennsylvania 2011 — 2013
Bachelor of Business Administration (B.B.A.), Economics/ Finance/ International Affairs
Penn State University
Penn State University
Chris Moss's Northwestern Mutual Experience May 2013 - November 2013
Job Universal Banker
Industry Banking
Experience
Citizens Bank February 2014 - Present
Northwestern Mutual May 2013 - November 2013
Pepperidge Farm (Franchise) June 2009 - August 2011
Drayer Physical Therapy Institute 2009 - 2010
Skills
Financial Planning, Life Insurance, Disability Insurance, Health Insurance, Business Planning, Public Speaking, Entrepreneurship, Franchising, Management, Financial Analysis, Strategic Financial..., Leadership, Sales, Banking, Loans
Education
Hempfield High School
Penn State University
Citizens Bank February 2014 - Present
Northwestern Mutual May 2013 - November 2013
Pepperidge Farm (Franchise) June 2009 - August 2011
Drayer Physical Therapy Institute 2009 - 2010
Skills
Financial Planning, Life Insurance, Disability Insurance, Health Insurance, Business Planning, Public Speaking, Entrepreneurship, Franchising, Management, Financial Analysis, Strategic Financial..., Leadership, Sales, Banking, Loans
Education
Hempfield High School
Penn State University
Joseph Garrity Joseph Garrity's Northwestern Mutual Experience March 2012 - October 2013
Job
Industry Financial Services
Experience
Northwestern Mutual March 2012 - October 2013
Skills
Microsoft Office, Customer Service, Word, Customer Relations, Microsoft Excel
Education
Penn State University 2006 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Penn State University 2006 — 2011
Bachelor of Arts (B.A.), Economics
Quakertown Highschool 2002 — 2006
Northwestern Mutual March 2012 - October 2013
Skills
Microsoft Office, Customer Service, Word, Customer Relations, Microsoft Excel
Education
Penn State University 2006 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Penn State University 2006 — 2011
Bachelor of Arts (B.A.), Economics
Quakertown Highschool 2002 — 2006
Beth Clement Beth Clement's Northwestern Mutual Experience 2003 - 2005
Job Senior Counsel, Employment at AstraZeneca
Industry Law Practice
Experience
AstraZeneca January 2015 - Present
Littler Mendelson 2008 - January 2015
Montgomery County Court of Common Pleas 2006 - 2006
Northwestern Mutual 2003 - 2005
Education
Penn State University
BS, Psychology
Villanova Law School
JD
AstraZeneca January 2015 - Present
Littler Mendelson 2008 - January 2015
Montgomery County Court of Common Pleas 2006 - 2006
Northwestern Mutual 2003 - 2005
Education
Penn State University
BS, Psychology
Villanova Law School
JD
Han Ma Han Ma's Northwestern Mutual Experience August 2009 - May 2010
Job Digital at Taylor Strategy
Industry Public Relations and Communications
Experience
Taylor January 2015 - Present
U.S. Department of Justice December 2011 - Present
Business 2 Community April 2011 - Present
Taylor June 2012 - December 2014
Formula Public Relations January 2011 - May 2011
Bite Communications September 2010 - December 2010
Northwestern Mutual August 2009 - May 2010
Team Championships International December 2009 - January 2010
Intel Corporation June 2008 - August 2008
Lancaster Recreation Commission May 2006 - August 2006
Skills
Media Relations, Social Media, Blogging, Digital Strategy, Digital Media, Microsoft Office, Cision, Corporate Communications, Event Planning, Community Management, Public Relations, Blogger Relations, Community Relations, Online Community..., Analytics, Media Research, BurrellesLuce, BusinessWire, Radian6, Omniture, Quantcast, OPAL, Sysomos, Spredfast, Shoutlet, Social Media Marketing, Facebook, Press Releases, Digital Marketing, Social Networking
Education
Penn State University 2006 — 2010
B.A., Public Relations/Advertising and International Studies
Université Paris-Sorbonne 2008 — 2008
B.A., French
Taylor January 2015 - Present
U.S. Department of Justice December 2011 - Present
Business 2 Community April 2011 - Present
Taylor June 2012 - December 2014
Formula Public Relations January 2011 - May 2011
Bite Communications September 2010 - December 2010
Northwestern Mutual August 2009 - May 2010
Team Championships International December 2009 - January 2010
Intel Corporation June 2008 - August 2008
Lancaster Recreation Commission May 2006 - August 2006
Skills
Media Relations, Social Media, Blogging, Digital Strategy, Digital Media, Microsoft Office, Cision, Corporate Communications, Event Planning, Community Management, Public Relations, Blogger Relations, Community Relations, Online Community..., Analytics, Media Research, BurrellesLuce, BusinessWire, Radian6, Omniture, Quantcast, OPAL, Sysomos, Spredfast, Shoutlet, Social Media Marketing, Facebook, Press Releases, Digital Marketing, Social Networking
Education
Penn State University 2006 — 2010
B.A., Public Relations/Advertising and International Studies
Université Paris-Sorbonne 2008 — 2008
B.A., French
Lucas Zarzeczny's Northwestern Mutual Experience May 2011 - Present
Job Intern (Financial Representative) at Northwestern Mutual
Industry Real Estate
Experience
Northwestern Mutual May 2011 - Present
RE 360 LLC May 2010 - August 2010
Birmingham Capital Advisors, LLC May 2009 - August 2009
Education
Penn State University 2007 — 2011
Northwestern Mutual May 2011 - Present
RE 360 LLC May 2010 - August 2010
Birmingham Capital Advisors, LLC May 2009 - August 2009
Education
Penn State University 2007 — 2011
Jack Carr Jack Carr's Northwestern Mutual Experience May 1985 - Present
Job Experienced, Proven Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual May 1985 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Disability Insurance, Investments, Strategic Financial..., Life Insurance, Insurance, Business Planning, Financial Advisory, Long-term Care, Term Life Insurance, Series 7, IRAs, Investment Services
Education
The American College 2000 — 2009
CLU, ChFC, Financial Planning
Penn State University 1980 — 1984
BS, Health Planning & Adminstration
Northwestern Mutual May 1985 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Disability Insurance, Investments, Strategic Financial..., Life Insurance, Insurance, Business Planning, Financial Advisory, Long-term Care, Term Life Insurance, Series 7, IRAs, Investment Services
Education
The American College 2000 — 2009
CLU, ChFC, Financial Planning
Penn State University 1980 — 1984
BS, Health Planning & Adminstration
Ryan Cronauer's Northwestern Mutual Experience August 2014 - Present
Job College Financial Representative & Wealth Management Associate at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2014 - Present
Skills
Series 7, Financial Analysis, Finance, Investments, Time Management, Team Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Management
Education
Penn State University 2013 — 2017
Finance, Junior
Northwestern Mutual August 2014 - Present
Skills
Series 7, Financial Analysis, Finance, Investments, Time Management, Team Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Management
Education
Penn State University 2013 — 2017
Finance, Junior
Kelsey Hughes's Northwestern Mutual Experience May 2014 - September 2015
Job Executive Assistant
Industry Health, Wellness and Fitness
Experience
Equinox September 2015 - Present
Northwestern Mutual May 2014 - September 2015
Northwestern Mutual July 2013 - May 2014
Rockstar Modeling and Promotions August 2012 - April 2013
Inside Lacrosse Magazine May 2012 - August 2012
Member of the Women's Lacrosse Team 2009 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Event Planning, Team Leadership
Education
Penn State University 2008 — 2013
Bachelor of Arts (B.A.), History
University of Denver 2008 — 2009
Severn School 2004 — 2008
Equinox September 2015 - Present
Northwestern Mutual May 2014 - September 2015
Northwestern Mutual July 2013 - May 2014
Rockstar Modeling and Promotions August 2012 - April 2013
Inside Lacrosse Magazine May 2012 - August 2012
Member of the Women's Lacrosse Team 2009 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Event Planning, Team Leadership
Education
Penn State University 2008 — 2013
Bachelor of Arts (B.A.), History
University of Denver 2008 — 2009
Severn School 2004 — 2008
Timothy Edmond Timothy Edmond's Northwestern Mutual Experience January 1985 - January 2014
Job Financial Advisor at Dow Wealth Management LLC
Industry Financial Services
Experience
Dow Wealth Management LLC February 2014 - Present
Northwestern Mutual January 1985 - January 2014
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investment Advisory, Portfolio Management, Financial Advisory, Investment Strategies, Financial Analysis, Wealth, Financial Services, IRAs, 401k, Financial Planning, Finance, Equities, Asset Management, Life Insurance, Disability Insurance, Estate Planning, Medicare Supplements
Education
Penn State University
Bachelor of Science (BS)
Dow Wealth Management LLC February 2014 - Present
Northwestern Mutual January 1985 - January 2014
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investment Advisory, Portfolio Management, Financial Advisory, Investment Strategies, Financial Analysis, Wealth, Financial Services, IRAs, 401k, Financial Planning, Finance, Equities, Asset Management, Life Insurance, Disability Insurance, Estate Planning, Medicare Supplements
Education
Penn State University
Bachelor of Science (BS)
Dylan Antolik's Northwestern Mutual Experience May 2014 - March 2015
Job Financial Advisor at AXA Advisors
Industry Construction
Experience
AXA Advisors July 2015 - Present
Town & Country Builders, Erie September 2014 - May 2015
Northwestern Mutual May 2014 - March 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Time Management, Research, Communication, Financial Analysis, Teamwork, Management
Education
Penn State University 2011 — 2015
Bachelor’s Degree, Finance and Financial Management Services
General Mclane High School 2008 — 2011
AXA Advisors July 2015 - Present
Town & Country Builders, Erie September 2014 - May 2015
Northwestern Mutual May 2014 - March 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Time Management, Research, Communication, Financial Analysis, Teamwork, Management
Education
Penn State University 2011 — 2015
Bachelor’s Degree, Finance and Financial Management Services
General Mclane High School 2008 — 2011
JoAnn Esposito's Northwestern Mutual Experience May 2009 - July 2009
Job Manager, Sports Properties at The Madison Square Garden Company
Industry Sports
Experience
The Madison Square Garden Company August 2013 - Present
Madison Square Garden August 2011 - August 2013
Penn State University May 2010 - July 2011
Penn State Lionettes Dance Team May 2006 - May 2010
Northwestern Mutual May 2009 - July 2009
Skills
Sports Marketing, Ticket Sales, Sports, Marketing, Advertising, Athletics, Event Planning, Sponsorship, Entertainment, Facebook, Social Media, Archtics, Athletic Training, Blogging, Brand Development, Basketball, Coaching, Customer Service, Football, Event Management, Digital Media, Integrated Marketing, Management, Leadership, Media Relations, Public Relations, Publicity, Social Media Marketing, Social Networking, Sports Management, Public Speaking, Time Management, Teamwork
Education
Penn State University 2006 — 2010
Finance, Labor Studies and Employment Relations
Smithtown High School 2002 — 2006
The Madison Square Garden Company August 2013 - Present
Madison Square Garden August 2011 - August 2013
Penn State University May 2010 - July 2011
Penn State Lionettes Dance Team May 2006 - May 2010
Northwestern Mutual May 2009 - July 2009
Skills
Sports Marketing, Ticket Sales, Sports, Marketing, Advertising, Athletics, Event Planning, Sponsorship, Entertainment, Facebook, Social Media, Archtics, Athletic Training, Blogging, Brand Development, Basketball, Coaching, Customer Service, Football, Event Management, Digital Media, Integrated Marketing, Management, Leadership, Media Relations, Public Relations, Publicity, Social Media Marketing, Social Networking, Sports Management, Public Speaking, Time Management, Teamwork
Education
Penn State University 2006 — 2010
Finance, Labor Studies and Employment Relations
Smithtown High School 2002 — 2006
Rory Sullivan's Northwestern Mutual Experience September 2013 - June 2015
Job Financial Services Professional at First Financial Group, LLC
Industry Financial Services
Experience
First Financial Group, LLC June 2015 - Present
Northwestern Mutual September 2013 - June 2015
Finish Line July 2007 - July 2013
College Works Painting January 2012 - September 2012
Max Hansen Catering July 2007 - May 2009
Skills
Retirement Planning, Finance, Leadership, Wealth Management, Disability Insurance, Retirement, Fixed Annuities, Term Life Insurance, Mutual Funds, Life Insurance, Wealth Accumulation, Mentoring, Long-term Care, Estate Planning, Fundraising, Permanent Life Insurance, Customer Service, College Funding..., Small Business..., Financial Planning, Social Media, Investments, Microsoft Word
Education
Penn State University 2009 — 2013
Public Relations, Advertising, and Applied Communication
Hatboro Horsham 2006 — 2009
First Financial Group, LLC June 2015 - Present
Northwestern Mutual September 2013 - June 2015
Finish Line July 2007 - July 2013
College Works Painting January 2012 - September 2012
Max Hansen Catering July 2007 - May 2009
Skills
Retirement Planning, Finance, Leadership, Wealth Management, Disability Insurance, Retirement, Fixed Annuities, Term Life Insurance, Mutual Funds, Life Insurance, Wealth Accumulation, Mentoring, Long-term Care, Estate Planning, Fundraising, Permanent Life Insurance, Customer Service, College Funding..., Small Business..., Financial Planning, Social Media, Investments, Microsoft Word
Education
Penn State University 2009 — 2013
Public Relations, Advertising, and Applied Communication
Hatboro Horsham 2006 — 2009
Joe Lapsansky Joe Lapsansky's Northwestern Mutual Experience June 2013 - August 2013
Job Finance Leadership Development Trainee at PPG Industries
Industry Financial Services
Experience
PPG Industries June 2015 - Present
IBM January 2014 - June 2014
Northwestern Mutual June 2013 - August 2013
Skills
PowerPoint, Teamwork, Public Speaking, Customer Service, Social Networking, Finance, Entrepreneurship, Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Social Media, Research, Facebook, Minitab, Cognos, Hyperion Interactive..., Corporate Finance, Financial Modeling, Linear Regression
Education
Penn State University 2011 — 2015
Bachelor's Degree, Finance
PPG Industries June 2015 - Present
IBM January 2014 - June 2014
Northwestern Mutual June 2013 - August 2013
Skills
PowerPoint, Teamwork, Public Speaking, Customer Service, Social Networking, Finance, Entrepreneurship, Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Social Media, Research, Facebook, Minitab, Cognos, Hyperion Interactive..., Corporate Finance, Financial Modeling, Linear Regression
Education
Penn State University 2011 — 2015
Bachelor's Degree, Finance
Sean Zelachowski's Northwestern Mutual Experience April 2015 - Present
Job Financial Representative with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2015 - Present
Fermoyle Inc. July 2007 - Present
Turcotte Hockey School June 2012 - August 2014
Self-employed June 2010 - December 2012
Best Buy July 2007 - July 2008
Skills
Customer Service, Management, Microsoft Office, PowerPoint, Microsoft Excel, Sales, Social Media, Teamwork, Social Networking, Leadership, Customer Satisfaction
Education
Penn State University
Bachelor's Degree, Business and Personal/Financial Services Marketing Operations
Northwestern Mutual April 2015 - Present
Fermoyle Inc. July 2007 - Present
Turcotte Hockey School June 2012 - August 2014
Self-employed June 2010 - December 2012
Best Buy July 2007 - July 2008
Skills
Customer Service, Management, Microsoft Office, PowerPoint, Microsoft Excel, Sales, Social Media, Teamwork, Social Networking, Leadership, Customer Satisfaction
Education
Penn State University
Bachelor's Degree, Business and Personal/Financial Services Marketing Operations
M Anthony Librizzi's Northwestern Mutual Experience 2015 - Present
Job Delivery Practice Consultant Agile Coach at Northwestern Mutual
Industry Information Technology and Services
Experience
Northwestern Mutual 2015 - Present
Cigna March 2015 - September 2015
Atomic Interactive 2014 - 2015
HealthXel, Inc. 2013 - 2015
AppwoRx February 2013 - March 2014
mPortal 2014 - 2014
Lifestyles & Entertainment, LLC 2008 - 2014
Elsevier June 2012 - July 2013
Elsevier 2012 - 2013
Beckett Advisors, Inc. 2010 - 2011
Skills
Agile Project Management, IT Project & Program..., Full SDLC, Scrum, Execution of Business..., Microsoft Project, Cross-functional Team..., Release Management, Strategic Roadmaps, Business Process..., Inbound Marketing, PowerPoint, Research Proposals, Client Liaison, Service Re-design, Release Planning, Iteration Planning, WordPress, Google Analytics, Project Management, Manage Client..., MS Project, Social Networking, SEO, Advertising, Marketing, Management, Blogging, Training, Market Research, Marketing Management, Program Management, Social Media, Integrated Marketing, Public Relations, Business Planning, Mobile Devices, Lead Generation, Social Media Marketing, Business Strategy, New Business Development, Strategy, CRM
Education
Project Management Institute, Inc.
Candidate for PMI-ACP, Agile methodologies
M.S. Internet Marketing 2011 — 2011
Full Sail University, Internet Marketing, 3.5
Investment Banking Institute 2010 — 2010
Certificate, Financial Modeling / Valuation / M&A / Leverage Buy-out /
MBE - Entertainment 2009 — 2010
Master of Business Administration (M.B.E.), Entertainment Business, 3.5
West Chester University of Pennsylvania 2004 — 2006
Bachelor of Science, Professional Liberal Studies
Penn State University 2001 — 2004
N/A, Undecided
Northwestern Mutual 2015 - Present
Cigna March 2015 - September 2015
Atomic Interactive 2014 - 2015
HealthXel, Inc. 2013 - 2015
AppwoRx February 2013 - March 2014
mPortal 2014 - 2014
Lifestyles & Entertainment, LLC 2008 - 2014
Elsevier June 2012 - July 2013
Elsevier 2012 - 2013
Beckett Advisors, Inc. 2010 - 2011
Skills
Agile Project Management, IT Project & Program..., Full SDLC, Scrum, Execution of Business..., Microsoft Project, Cross-functional Team..., Release Management, Strategic Roadmaps, Business Process..., Inbound Marketing, PowerPoint, Research Proposals, Client Liaison, Service Re-design, Release Planning, Iteration Planning, WordPress, Google Analytics, Project Management, Manage Client..., MS Project, Social Networking, SEO, Advertising, Marketing, Management, Blogging, Training, Market Research, Marketing Management, Program Management, Social Media, Integrated Marketing, Public Relations, Business Planning, Mobile Devices, Lead Generation, Social Media Marketing, Business Strategy, New Business Development, Strategy, CRM
Education
Project Management Institute, Inc.
Candidate for PMI-ACP, Agile methodologies
M.S. Internet Marketing 2011 — 2011
Full Sail University, Internet Marketing, 3.5
Investment Banking Institute 2010 — 2010
Certificate, Financial Modeling / Valuation / M&A / Leverage Buy-out /
MBE - Entertainment 2009 — 2010
Master of Business Administration (M.B.E.), Entertainment Business, 3.5
West Chester University of Pennsylvania 2004 — 2006
Bachelor of Science, Professional Liberal Studies
Penn State University 2001 — 2004
N/A, Undecided
Christopher Karis's Northwestern Mutual Experience January 2014 - May 2014
Job Project Estimator at Burnham Industrial Contractors
Industry Mechanical or Industrial Engineering
Experience
Burnham Industrial Contractors May 2015 - Present
DICK'S Sporting Goods January 2015 - Present
Lawn Ranger Landscapes June 2014 - March 2015
Northwestern Mutual January 2014 - May 2014
Tri-State Valet June 2013 - August 2013
CTR Systems June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Retail, Economics, Time Management, Product Knowledge, Sporting Goods, Golf, Hockey, Finance
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Economics, 3.64
North Hills High School 2006 — 2010
Burnham Industrial Contractors May 2015 - Present
DICK'S Sporting Goods January 2015 - Present
Lawn Ranger Landscapes June 2014 - March 2015
Northwestern Mutual January 2014 - May 2014
Tri-State Valet June 2013 - August 2013
CTR Systems June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Retail, Economics, Time Management, Product Knowledge, Sporting Goods, Golf, Hockey, Finance
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Economics, 3.64
North Hills High School 2006 — 2010
Kyle Strotz Kyle Strotz's Northwestern Mutual Experience May 2012 - May 2013
Job Corporate Training Specialist at Centric Business Systems, Inc.
Industry Information Technology and Services
Experience
Centric Business Systems, Inc. September 2013 - Present
Northwestern Mutual May 2012 - May 2013
Skills
Customer Service, Microsoft Office
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Psychology
Centric Business Systems, Inc. September 2013 - Present
Northwestern Mutual May 2012 - May 2013
Skills
Customer Service, Microsoft Office
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Psychology
Joseph Kleha Joseph Kleha's Northwestern Mutual Experience December 2008 - April 2010
Job Inside Area Sales Manager Consortium/Proactive Account Consultants at Staples Business Advantage
Industry Business Supplies and Equipment
Experience
Staples Business Advantage July 2012 - Present
Staples Business Advantage April 2010 - August 2012
Northwestern Mutual December 2008 - April 2010
Corporate Express May 2007 - July 2008
c5 Fitness November 2005 - December 2006
Skills
Sales Process, Account Management, Sales, Recruiting, Training, Customer Service, Sales Management, Coaching, Marketing Strategy, Negotiation, Performance Management, CRM, Strategy, Public Speaking, Selling, New Business Development, B2B, Sales Operations, Cold Calling, Time Management, Sales Presentations, Direct Sales, Customer Retention, Solution Selling, Customer Satisfaction, Lead Generation, Building Relationships, Marketing, Contract Negotiation, Key Account Management, Salesforce.com, Leadership, Team Building, Selling Skills
Education
Penn State University 2000 — 2003
BA, Crime, Law, and Justice
Emmaus High School 1996 — 2000
Staples Business Advantage July 2012 - Present
Staples Business Advantage April 2010 - August 2012
Northwestern Mutual December 2008 - April 2010
Corporate Express May 2007 - July 2008
c5 Fitness November 2005 - December 2006
Skills
Sales Process, Account Management, Sales, Recruiting, Training, Customer Service, Sales Management, Coaching, Marketing Strategy, Negotiation, Performance Management, CRM, Strategy, Public Speaking, Selling, New Business Development, B2B, Sales Operations, Cold Calling, Time Management, Sales Presentations, Direct Sales, Customer Retention, Solution Selling, Customer Satisfaction, Lead Generation, Building Relationships, Marketing, Contract Negotiation, Key Account Management, Salesforce.com, Leadership, Team Building, Selling Skills
Education
Penn State University 2000 — 2003
BA, Crime, Law, and Justice
Emmaus High School 1996 — 2000
Kathleen Forte's Northwestern Mutual Experience November 2013 - September 2014
Job Equity Capital Markets Healthcare Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 2015 - Present
Alpha Kappa Psi April 2015 - Present
Alpha Kappa Psi November 2014 - Present
Penn State Finance Society December 2013 - Present
Wall Street Bootcamp August 2014 - Present
Student Financial Education Center January 2014 - Present
Alpha Kappa Psi Professional Co-Ed Business Fraternity May 2014 - December 2014
Northwestern Mutual November 2013 - September 2014
Skills
Financial Analysis, Team Leadership, Finance, Microsoft Office, Microsoft Excel, Leadership, Time Management, PowerPoint, Data Analysis, Strategic Communications, Customer Service, Microsoft Word, Retail Sales, Store Management, Public Speaking, Event Planning
Education
Penn State University 2012 — 2016
Bachelor of Science, Finance
UBS Investment Bank June 2015 - Present
Alpha Kappa Psi April 2015 - Present
Alpha Kappa Psi November 2014 - Present
Penn State Finance Society December 2013 - Present
Wall Street Bootcamp August 2014 - Present
Student Financial Education Center January 2014 - Present
Alpha Kappa Psi Professional Co-Ed Business Fraternity May 2014 - December 2014
Northwestern Mutual November 2013 - September 2014
Skills
Financial Analysis, Team Leadership, Finance, Microsoft Office, Microsoft Excel, Leadership, Time Management, PowerPoint, Data Analysis, Strategic Communications, Customer Service, Microsoft Word, Retail Sales, Store Management, Public Speaking, Event Planning
Education
Penn State University 2012 — 2016
Bachelor of Science, Finance
Steve LaRosa's Northwestern Mutual Experience February 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Investment Management
Experience
Northwestern Mutual February 2015 - Present
RadioShack May 2014 - February 2015
RadioShack November 2010 - May 2014
RadioShack 2007 - 2010
Wawa, Inc. September 2004 - 2007
Skills
Sales, Sales Management, Sales Operations, Customer Satisfaction, Motivation, Interviewing Skills, Behavioral Interviewing, Team Building, Team Leadership, Smartphones, Apple, Electricians, Environmental Awareness, Project Management, Strategic Planning, Compliance, Brand Development, Social Networking, Microsoft Office, Customer Service, Microsoft Excel, Management, PowerPoint, Leadership
Education
Penn State University 2007 — 2009
Business Administration and Management, General
Northwestern Mutual February 2015 - Present
RadioShack May 2014 - February 2015
RadioShack November 2010 - May 2014
RadioShack 2007 - 2010
Wawa, Inc. September 2004 - 2007
Skills
Sales, Sales Management, Sales Operations, Customer Satisfaction, Motivation, Interviewing Skills, Behavioral Interviewing, Team Building, Team Leadership, Smartphones, Apple, Electricians, Environmental Awareness, Project Management, Strategic Planning, Compliance, Brand Development, Social Networking, Microsoft Office, Customer Service, Microsoft Excel, Management, PowerPoint, Leadership
Education
Penn State University 2007 — 2009
Business Administration and Management, General
Zach McHale's Northwestern Mutual Experience May 2015 - Present
Job Financial Representative Intern at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
J.M. and Associates June 2012 - August 2013
LBI Pancake June 2010 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Financial Analysis, Leadership, Event Planning, Photoshop, Data Analysis, Facebook, Accounting, Economics, Financial Modeling, Access, Team Leadership, Time Management, Management, Finance, Sales, Analysis, Social Networking, Marketing, Critical Thinking, Investments, Communication, Financial Planning, Financial Services
Education
Penn State University 2013 — 2017
Finance
Shawnee High School 2010 — 2013
Northwestern Mutual May 2015 - Present
J.M. and Associates June 2012 - August 2013
LBI Pancake June 2010 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Financial Analysis, Leadership, Event Planning, Photoshop, Data Analysis, Facebook, Accounting, Economics, Financial Modeling, Access, Team Leadership, Time Management, Management, Finance, Sales, Analysis, Social Networking, Marketing, Critical Thinking, Investments, Communication, Financial Planning, Financial Services
Education
Penn State University 2013 — 2017
Finance
Shawnee High School 2010 — 2013
Karen Lugiano's Northwestern Mutual Experience July 2012 - July 2015
Job Financial Services Representative at MassMutual Eastern Pennsylvania
Industry Financial Services
Experience
MassMutual Eastern Pennsylvania July 2015 - Present
Northwestern Mutual July 2012 - July 2015
Bank of America May 2009 - May 2012
Skills
Retirement Planning, Life Insurance, Financial Planning, Customer Service, Investments, Insurance, PowerPoint, Sales, Disability Insurance, Microsoft Word
Education
Penn State University
MassMutual Eastern Pennsylvania July 2015 - Present
Northwestern Mutual July 2012 - July 2015
Bank of America May 2009 - May 2012
Skills
Retirement Planning, Life Insurance, Financial Planning, Customer Service, Investments, Insurance, PowerPoint, Sales, Disability Insurance, Microsoft Word
Education
Penn State University
Alfonso Saverino's Northwestern Mutual Experience October 2011 - September 2012
Job Accountant
Industry Accounting
Experience
Warner Lott Duritza & Lowe July 2014 - Present
Insight Financial Services October 2012 - August 2013
Northwestern Mutual October 2011 - September 2012
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Series 63, Life Insurance, Microsoft Office, Business Development, Fixed Annuities, Microsoft Excel, Series 6, Insurance, Retirement, Financial Planning
Education
New Jersey City University 2013 — 2015
Master of Accountancy
Penn State University
B.A., History/Business
Red Bank Catholic
Warner Lott Duritza & Lowe July 2014 - Present
Insight Financial Services October 2012 - August 2013
Northwestern Mutual October 2011 - September 2012
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Series 63, Life Insurance, Microsoft Office, Business Development, Fixed Annuities, Microsoft Excel, Series 6, Insurance, Retirement, Financial Planning
Education
New Jersey City University 2013 — 2015
Master of Accountancy
Penn State University
B.A., History/Business
Red Bank Catholic
Sean McGann Sean McGann's Northwestern Mutual Experience May 2011 - August 2012
Job Consultant at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte Consulting January 2015 - Present
PotomacWave Consulting, Inc. September 2012 - January 2015
Northwestern Mutual May 2011 - August 2012
Skills
Risk Management, Financial Analysis, Microsoft Office, Microsoft Excel, Product Development, Business Development, Strategy Formulation, Business Operations, Expense Management, Internal Controls, Internal Audit, Market Research, Visio, Data Analysis, Leadership, Sales, Social Media, PowerPoint, Microsoft Word, Analysis, Financial Modeling, Financial Planning, Strategic Planning
Education
Penn State University 2007 — 2011
BS Economics, Spanish and International Business minors
Universidad de Sevilla 2010 — 2010
International Business
Deloitte Consulting January 2015 - Present
PotomacWave Consulting, Inc. September 2012 - January 2015
Northwestern Mutual May 2011 - August 2012
Skills
Risk Management, Financial Analysis, Microsoft Office, Microsoft Excel, Product Development, Business Development, Strategy Formulation, Business Operations, Expense Management, Internal Controls, Internal Audit, Market Research, Visio, Data Analysis, Leadership, Sales, Social Media, PowerPoint, Microsoft Word, Analysis, Financial Modeling, Financial Planning, Strategic Planning
Education
Penn State University 2007 — 2011
BS Economics, Spanish and International Business minors
Universidad de Sevilla 2010 — 2010
International Business
Matthew Shipon's Northwestern Mutual Experience December 2010 - April 2012
Job Real Estate Developer
Industry Food Production
Experience
AaronRob Properties August 2012 - Present
Sonate Corporation September 2012 - Present
SEI April 2012 - August 2012
Northwestern Mutual December 2010 - April 2012
Education
Penn State University 2008 — 2012
Bachelor's degree, Finance and International Business
George School 2004 — 2008
AaronRob Properties August 2012 - Present
Sonate Corporation September 2012 - Present
SEI April 2012 - August 2012
Northwestern Mutual December 2010 - April 2012
Education
Penn State University 2008 — 2012
Bachelor's degree, Finance and International Business
George School 2004 — 2008
Bridget Murray Bridget Murray's Northwestern Mutual Experience May 2012 - August 2012
Job Inside Enterprise Account Manager at Schneider Electric
Industry Electrical/Electronic Manufacturing
Experience
Schneider Electric June 2015 - Present
Schneider Electric December 2013 - June 2015
Schneider Electric June 2013 - December 2013
Penn State University January 2013 - May 2013
Pennsylvania State University Lion Line September 2012 - May 2013
Northwestern Mutual May 2012 - August 2012
Skills
Microsoft Office, Data Analysis, Sales, Teamwork, Analysis, Microsoft Word, Time Management, Leadership, Public Speaking, Access, Finance, Event Planning, Social Media, Facebook, Social Networking, Research, Fundraising, Cold Calling, Salesforce.com, PowerPoint, Microsoft Excel, Sales Prospecting, Lead Development, Sales Funnel..., Sales Process, Training, Customer Service, Data Entry, InTouch, Lotus Notes, Warm Calling, New Business Development, Team Leadership, Solution Selling, Account Management, Enterprise Account...
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Energy Business Finance
Penn State University 2009 — 2013
Minor, Natural Science
South Side High School
South Side High School
Schneider Electric June 2015 - Present
Schneider Electric December 2013 - June 2015
Schneider Electric June 2013 - December 2013
Penn State University January 2013 - May 2013
Pennsylvania State University Lion Line September 2012 - May 2013
Northwestern Mutual May 2012 - August 2012
Skills
Microsoft Office, Data Analysis, Sales, Teamwork, Analysis, Microsoft Word, Time Management, Leadership, Public Speaking, Access, Finance, Event Planning, Social Media, Facebook, Social Networking, Research, Fundraising, Cold Calling, Salesforce.com, PowerPoint, Microsoft Excel, Sales Prospecting, Lead Development, Sales Funnel..., Sales Process, Training, Customer Service, Data Entry, InTouch, Lotus Notes, Warm Calling, New Business Development, Team Leadership, Solution Selling, Account Management, Enterprise Account...
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Energy Business Finance
Penn State University 2009 — 2013
Minor, Natural Science
South Side High School
South Side High School
Bradley Marks's Northwestern Mutual Experience May 2014 - August 2014
Job Summer Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - August 2015
No Fee Seats LLC December 2014 - May 2015
Northwestern Mutual May 2014 - August 2014
Hilton Garden Inn January 2013 - August 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Hospitality, Budgets, Financial Analysis, Public Relations, Food Service, Strategic Planning, Marketing, Hospitality Management, Leadership, Customer Service, Sales, Inventory Management, Sales Management, Public Speaking, Event Management, Social Media, Team Building, Financial Modeling, Social Networking, Data Analysis, Marketing Strategy, Business Strategy, Management, Market Research, Marketing Communications, Online Marketing, Negotiation, Facebook, Restaurants, Social Media Marketing, Finance, Entrepreneurship
Education
Penn State University 2013 — 2017
Bachelor of Science (B.S.), Finance
Peters Township High School 2009 — 2013
Fidelity Investments May 2015 - August 2015
No Fee Seats LLC December 2014 - May 2015
Northwestern Mutual May 2014 - August 2014
Hilton Garden Inn January 2013 - August 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Hospitality, Budgets, Financial Analysis, Public Relations, Food Service, Strategic Planning, Marketing, Hospitality Management, Leadership, Customer Service, Sales, Inventory Management, Sales Management, Public Speaking, Event Management, Social Media, Team Building, Financial Modeling, Social Networking, Data Analysis, Marketing Strategy, Business Strategy, Management, Market Research, Marketing Communications, Online Marketing, Negotiation, Facebook, Restaurants, Social Media Marketing, Finance, Entrepreneurship
Education
Penn State University 2013 — 2017
Bachelor of Science (B.S.), Finance
Peters Township High School 2009 — 2013
Erin Corry Erin Corry's Northwestern Mutual Experience May 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Have-A-Hoot Family Fun Center August 2011 - December 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Management, Finance, Life Insurance
Education
Penn State University 2013 — 2017
Bachelor's degree, Finance, Psychology Minor, 3.8
Northwestern Mutual May 2015 - Present
Have-A-Hoot Family Fun Center August 2011 - December 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Management, Finance, Life Insurance
Education
Penn State University 2013 — 2017
Bachelor's degree, Finance, Psychology Minor, 3.8
Michael Juliano's Northwestern Mutual Experience June 2009 - May 2010
Job Software Developer at Build In Motion
Industry Computer Software
Experience
Build In Motion April 2015 - Present
Software Craftsmanship Guild January 2015 - March 2015
Union Home Mortgage Corp. October 2013 - November 2014
Omega Financial Services, Inc. September 2010 - October 2013
Glacial Energy May 2010 - September 2010
Northwestern Mutual June 2009 - May 2010
UPMC June 2008 - August 2008
Skills
Software Development, Java, Spring Framework, Maven, Git, Loans, AJAX, HTML, CSS, JavaScript, MySQL, Financial Analysis, Sales, Finance, Risk Management, Business Development, Customer Service, Microsoft Office, Strategic Planning, Management, Leadership, NetBeans, JUnit, Spring MVC, Object Oriented Design
Education
Penn State University 2005 — 2009
Finance, Finance
Build In Motion April 2015 - Present
Software Craftsmanship Guild January 2015 - March 2015
Union Home Mortgage Corp. October 2013 - November 2014
Omega Financial Services, Inc. September 2010 - October 2013
Glacial Energy May 2010 - September 2010
Northwestern Mutual June 2009 - May 2010
UPMC June 2008 - August 2008
Skills
Software Development, Java, Spring Framework, Maven, Git, Loans, AJAX, HTML, CSS, JavaScript, MySQL, Financial Analysis, Sales, Finance, Risk Management, Business Development, Customer Service, Microsoft Office, Strategic Planning, Management, Leadership, NetBeans, JUnit, Spring MVC, Object Oriented Design
Education
Penn State University 2005 — 2009
Finance, Finance
Brian Lotkowski's Northwestern Mutual Experience May 2013 - December 2013
Job Operations Manager at Alphabuyer Business Solutions
Industry Consumer Services
Experience
Alphabuyer Business Solutions March 2014 - Present
Delta T Group January 2014 - February 2014
Northwestern Mutual May 2013 - December 2013
Skills
Finance, Financial Analysis, Time Management, Microsoft Excel, Customer Service, Public Speaking, PowerPoint, Life Insurance, Risk Management, Retirement Planning, Microsoft Word, Microsoft Office, Disability Insurance, Fixed Annuities, Social Media, Leadership, Long Term Care Insurance, Strategic Financial..., Customer Satisfaction, Call Center..., Customer Support, Customer Acquisition, Transaction Processing, Software Testing, Electricity Markets, Operations Management, Website Updating, Project Management, Power Utilities
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing
La Salle College High School 2005 — 2009
Alphabuyer Business Solutions March 2014 - Present
Delta T Group January 2014 - February 2014
Northwestern Mutual May 2013 - December 2013
Skills
Finance, Financial Analysis, Time Management, Microsoft Excel, Customer Service, Public Speaking, PowerPoint, Life Insurance, Risk Management, Retirement Planning, Microsoft Word, Microsoft Office, Disability Insurance, Fixed Annuities, Social Media, Leadership, Long Term Care Insurance, Strategic Financial..., Customer Satisfaction, Call Center..., Customer Support, Customer Acquisition, Transaction Processing, Software Testing, Electricity Markets, Operations Management, Website Updating, Project Management, Power Utilities
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing
La Salle College High School 2005 — 2009
Brad Nelson, CFP® ChFC®, CLU Brad Nelson, CFP® ChFC®, CLU's Northwestern Mutual Experience 2007 - Present
Job Managing Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2007 - Present
Education
Penn State University 1999 — 2003
BA, Finance, Minor in Legal Enviroment of Business
Northwestern Mutual 2007 - Present
Education
Penn State University 1999 — 2003
BA, Finance, Minor in Legal Enviroment of Business
Erin Dayton Erin Dayton's Northwestern Mutual Experience September 2015 - Present
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2015 - Present
Northwestern Mutual December 2012 - September 2015
Northwestern Mutual September 2012 - November 2012
Northwestern Mutual May 2011 - August 2012
Peoples Neighborhood Bank May 2010 - August 2010
Skills
Financial Modeling, Real Estate Economics, Equity Derivatives, Investments, Finance, Financial Analysis, Microsoft Office
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Finance
Northwestern Mutual September 2015 - Present
Northwestern Mutual December 2012 - September 2015
Northwestern Mutual September 2012 - November 2012
Northwestern Mutual May 2011 - August 2012
Peoples Neighborhood Bank May 2010 - August 2010
Skills
Financial Modeling, Real Estate Economics, Equity Derivatives, Investments, Finance, Financial Analysis, Microsoft Office
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Finance
Ben Bagnato Ben Bagnato's Northwestern Mutual Experience March 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2014 - Present
Urban Lending Solutions January 2013 - January 2014
Carlynton School District August 2012 - October 2012
Lowe's Home Improvement May 2009 - August 2011
First National Bank May 2010 - August 2010
Lowe's Home Improvement May 2009 - August 2009
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, PowerPoint, Outlook, Sales, Public Speaking, Statistics, Finance, Microsoft Excel
Education
Pennsylvania State University-Erie Campus 2011 — 2012
MBA, Management, Strategy
Penn State University 2007 — 2011
Pennsylvania State University-Erie Campus 2007 — 2011
Bachelor of Science (BS), Finance, General
Northwestern Mutual March 2014 - Present
Urban Lending Solutions January 2013 - January 2014
Carlynton School District August 2012 - October 2012
Lowe's Home Improvement May 2009 - August 2011
First National Bank May 2010 - August 2010
Lowe's Home Improvement May 2009 - August 2009
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, PowerPoint, Outlook, Sales, Public Speaking, Statistics, Finance, Microsoft Excel
Education
Pennsylvania State University-Erie Campus 2011 — 2012
MBA, Management, Strategy
Penn State University 2007 — 2011
Pennsylvania State University-Erie Campus 2007 — 2011
Bachelor of Science (BS), Finance, General
Anthony Magliaro Anthony Magliaro's Northwestern Mutual Experience May 2014 - May 2015
Job Videographer Assistant at Penn State Football
Industry Financial Services
Experience
Penn State University March 2012 - Present
ACE Westchester Specialty Group June 2015 - August 2015
Northwestern Mutual May 2014 - May 2015
Skills
Financial Analysis, Social Media, Microsoft Excel, Microsoft Word, Problem Solving, Financial Planning, Hardwork, Community Service, PowerPoint, Microsoft Office, Public Speaking, Leadership
Education
Penn State University 2011 — 2016
Bachelor’s Degree, Finance, General
Penn State University March 2012 - Present
ACE Westchester Specialty Group June 2015 - August 2015
Northwestern Mutual May 2014 - May 2015
Skills
Financial Analysis, Social Media, Microsoft Excel, Microsoft Word, Problem Solving, Financial Planning, Hardwork, Community Service, PowerPoint, Microsoft Office, Public Speaking, Leadership
Education
Penn State University 2011 — 2016
Bachelor’s Degree, Finance, General
Shannon Missimer Shannon Missimer's Northwestern Mutual Experience January 2010 - March 2011
Job Account Executive at Independence Blue Cross
Industry Insurance
Experience
Vanguard June 2014 - Present
Independence Blue Cross October 2012 - June 2014
Independence Blue Cross November 2010 - November 2012
Northwestern Mutual January 2010 - March 2011
Skills
Health Insurance, Sales, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Insurance, Underwriting, Employee Benefits, Disability Insurance, Strategic Planning, Life Insurance, Account Management, Marketing Strategy
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Economics
Vanguard June 2014 - Present
Independence Blue Cross October 2012 - June 2014
Independence Blue Cross November 2010 - November 2012
Northwestern Mutual January 2010 - March 2011
Skills
Health Insurance, Sales, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Insurance, Underwriting, Employee Benefits, Disability Insurance, Strategic Planning, Life Insurance, Account Management, Marketing Strategy
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Economics
Alex Flaig Alex Flaig's Northwestern Mutual Experience February 2013 - November 2014
Job Recruitment Consultant at Michael Page
Industry Staffing and Recruiting
Experience
Michael Page November 2014 - Present
Northwestern Mutual February 2013 - November 2014
United States Marine Corps May 2008 - November 2012
Skills
Military, Weapons, Leadership, Government, Leadership Development, Supervisory Skills, Security, Government Contracting, Risk Assessment, Logistics Management, Policy, Defence, Operations Management, Program Management, Team Leadership
Education
Penn State University 2004 — 2008
Bachelor of Arts (B.A.), Crime, Law and Justice
Stamford High School
Michael Page November 2014 - Present
Northwestern Mutual February 2013 - November 2014
United States Marine Corps May 2008 - November 2012
Skills
Military, Weapons, Leadership, Government, Leadership Development, Supervisory Skills, Security, Government Contracting, Risk Assessment, Logistics Management, Policy, Defence, Operations Management, Program Management, Team Leadership
Education
Penn State University 2004 — 2008
Bachelor of Arts (B.A.), Crime, Law and Justice
Stamford High School
Craig Fiedler Craig Fiedler's Northwestern Mutual Experience 1994 - Present
Job Managing Director, Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 1994 - Present
United States Marine Corps 1989 - 1994
Skills
Management, Finance, Wealth Management, Networking, Financial Services, Portfolio Management, Retirement Planning, Securities, Series 7, Equities, Financial Modeling
Education
Penn State University
Bachelor of Science (B.S.), Marketing
Northwestern Mutual 1994 - Present
United States Marine Corps 1989 - 1994
Skills
Management, Finance, Wealth Management, Networking, Financial Services, Portfolio Management, Retirement Planning, Securities, Series 7, Equities, Financial Modeling
Education
Penn State University
Bachelor of Science (B.S.), Marketing
Pat Samanns's Northwestern Mutual Experience May 2011 - October 2012
Job Compliance Intern at Unilife Corporation
Industry Law Practice
Experience
Unilife Corporation September 2015 - Present
Jordan Reilly & Associates July 2015 - Present
The Honorable Thomas P. Rogers May 2014 - August 2014
Preferred Sands January 2013 - August 2013
Northwestern Mutual May 2011 - October 2012
Vanguard May 2010 - August 2010
Skills
Legal Research, Legal Writing, Accounts Receivable, Microsoft Technologies, Syteline ERP, Disability Insurance, Long Term Care Insurance, Personal Financial..., Term Life Insurance, Process Improvement, Permanent Life Insurance, Life Insurance, Personal Budgeting, Insurance, Invoicing, Strategic Financial...
Education
Temple University - James E. Beasley School of Law 2013 — 2016
Doctor of Law (JD), Law
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Accounting
La Salle College High School 2005 — 2009
Unilife Corporation September 2015 - Present
Jordan Reilly & Associates July 2015 - Present
The Honorable Thomas P. Rogers May 2014 - August 2014
Preferred Sands January 2013 - August 2013
Northwestern Mutual May 2011 - October 2012
Vanguard May 2010 - August 2010
Skills
Legal Research, Legal Writing, Accounts Receivable, Microsoft Technologies, Syteline ERP, Disability Insurance, Long Term Care Insurance, Personal Financial..., Term Life Insurance, Process Improvement, Permanent Life Insurance, Life Insurance, Personal Budgeting, Insurance, Invoicing, Strategic Financial...
Education
Temple University - James E. Beasley School of Law 2013 — 2016
Doctor of Law (JD), Law
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Accounting
La Salle College High School 2005 — 2009
Mark Mazich's Northwestern Mutual Experience May 2008 - February 2012
Job ERP Product Specialist at Deacom, Inc.
Industry Computer Software
Experience
Deacom, Inc. July 2014 - Present
Deacom, Inc. March 2014 - July 2014
Deacom, Inc. June 2013 - March 2014
RATEX Business Solutions February 2012 - May 2013
Northwestern Mutual May 2008 - February 2012
Skills
Microsoft Office, Insurance, Financial Analysis, Retirement Planning, Fixed Annuities, Life Insurance, Project Management, SDLC, Six Sigma, Risk Management, Business Analysis, Software Quality Control, Information..., Information Systems..., Data Analysis, POS, Information Systems, Process Analysis, Process Improvement, CRM, CRM Integration
Education
Penn State University 2006 — 2010
B.S., Business Management major with a minor in Information Systems Management
Deacom, Inc. July 2014 - Present
Deacom, Inc. March 2014 - July 2014
Deacom, Inc. June 2013 - March 2014
RATEX Business Solutions February 2012 - May 2013
Northwestern Mutual May 2008 - February 2012
Skills
Microsoft Office, Insurance, Financial Analysis, Retirement Planning, Fixed Annuities, Life Insurance, Project Management, SDLC, Six Sigma, Risk Management, Business Analysis, Software Quality Control, Information..., Information Systems..., Data Analysis, POS, Information Systems, Process Analysis, Process Improvement, CRM, CRM Integration
Education
Penn State University 2006 — 2010
B.S., Business Management major with a minor in Information Systems Management
Brett Naile Brett Naile's Northwestern Mutual Experience January 2014 - December 2014
Job Financial Accounting and Reporting Associate at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
Giant Food August 2014 - April 2015
Giant Food August 2008 - April 2015
Northwestern Mutual January 2014 - December 2014
Martin's Food August 2011 - April 2013
Lockheed Martin November 2010 - April 2011
Skills
Time Management, Leadership, Microsoft Excel, Customer Service, People Skills, Social Networking, Communication, PowerPoint, Public Speaking, Teamwork, Research, Microsoft Word, Microsoft Office, Stock Trading, Social Media, Event Planning, Computers, Multitasking Skills, Interpersonal Skill, Finance, Management, Data Analysis, Financial Reporting, Financial Accounting
Education
Penn State University 2011 — 2015
Bachelor’s Degree, Finance, 3.58 Cumulative GPA
Phoenixville Area High School 2007 — 2011
High School Diploma, General Studies
SEI June 2015 - Present
Giant Food August 2014 - April 2015
Giant Food August 2008 - April 2015
Northwestern Mutual January 2014 - December 2014
Martin's Food August 2011 - April 2013
Lockheed Martin November 2010 - April 2011
Skills
Time Management, Leadership, Microsoft Excel, Customer Service, People Skills, Social Networking, Communication, PowerPoint, Public Speaking, Teamwork, Research, Microsoft Word, Microsoft Office, Stock Trading, Social Media, Event Planning, Computers, Multitasking Skills, Interpersonal Skill, Finance, Management, Data Analysis, Financial Reporting, Financial Accounting
Education
Penn State University 2011 — 2015
Bachelor’s Degree, Finance, 3.58 Cumulative GPA
Phoenixville Area High School 2007 — 2011
High School Diploma, General Studies
Derek DeSanto Derek DeSanto's Northwestern Mutual Experience November 2010 - Present
Job Financial Representative
Industry Financial Services
Experience
Northwestern Mutual November 2010 - Present
CVS Pharmacy June 2008 - August 2010
Skills
Retirement, Strategic Financial..., Employee Benefits, Wealth Accumulation, Whole Life, Disability Insurance, Long-term Care, Succession Planning, Health Insurance, Risk Management, Life Insurance, Insurance, Fixed Annuities, Variable Annuities, Investments, Finance, Financial Planning, Microsoft Excel, Customer Service, Leadership, Sales, Microsoft Office
Education
Penn State University 2004 — 2008
Bachelors, Business Management
Pittston Area 2000 — 2004
Bachelor of Science (B.S.), Business Managment
Northwestern Mutual November 2010 - Present
CVS Pharmacy June 2008 - August 2010
Skills
Retirement, Strategic Financial..., Employee Benefits, Wealth Accumulation, Whole Life, Disability Insurance, Long-term Care, Succession Planning, Health Insurance, Risk Management, Life Insurance, Insurance, Fixed Annuities, Variable Annuities, Investments, Finance, Financial Planning, Microsoft Excel, Customer Service, Leadership, Sales, Microsoft Office
Education
Penn State University 2004 — 2008
Bachelors, Business Management
Pittston Area 2000 — 2004
Bachelor of Science (B.S.), Business Managment
Shane Allen Shane Allen's Northwestern Mutual Experience January 2011 - June 2011
Job Financial Services Professional at MassMutual Oregon
Industry Financial Services
Experience
MassMutual Oregon October 2014 - Present
uFinancial Group/MassMutual June 2011 - October 2014
Northwestern Mutual January 2011 - June 2011
Skills
Disability Insurance, Retirement, Long Term Care Insurance, Insurance, Employee Benefits, Retirement Planning, IRAs, Fixed Annuities, Finance, Mutual Funds, 401k, Securities, Life Insurance, Long-term Care, Estate Planning, Series 6, Wealth Accumulation, Business Continuity...
Education
Penn State University 2007 — 2011
Business, Entrepreneurship
Ephrata High School 2003 — 2007
MassMutual Oregon October 2014 - Present
uFinancial Group/MassMutual June 2011 - October 2014
Northwestern Mutual January 2011 - June 2011
Skills
Disability Insurance, Retirement, Long Term Care Insurance, Insurance, Employee Benefits, Retirement Planning, IRAs, Fixed Annuities, Finance, Mutual Funds, 401k, Securities, Life Insurance, Long-term Care, Estate Planning, Series 6, Wealth Accumulation, Business Continuity...
Education
Penn State University 2007 — 2011
Business, Entrepreneurship
Ephrata High School 2003 — 2007
Jay DeFinis Jay DeFinis's Northwestern Mutual Experience 1983 - 2014
Job Wealth Management Advisor, Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network August 1989 - Present
Northwestern Mutual 1983 - 2014
Northwestern Mutual 1983 - 2014
Halliburton Services 1982 - 1989
Skills
Retirement Planning
Education
Penn State University 1977 — 1982
Petroleum and Natural Gas Engineering, Petroleum Engineering
Northwestern Mutual Financial Network August 1989 - Present
Northwestern Mutual 1983 - 2014
Northwestern Mutual 1983 - 2014
Halliburton Services 1982 - 1989
Skills
Retirement Planning
Education
Penn State University 1977 — 1982
Petroleum and Natural Gas Engineering, Petroleum Engineering
Chloe Robbins Chloe Robbins's Northwestern Mutual Experience May 2009 - September 2009
Job Administrative Assistant at Biolumina
Industry Telecommunications
Experience
Biolumina July 2015 - Present
Prime Office Centers July 2011 - July 2015
Northwestern Mutual May 2009 - September 2009
Serhey Davidson Corporation May 2006 - August 2007
Crestwood Country Day School January 2000 - January 2006
Skills
Customer Service, Process Scheduler, Leadership, Filing, Networking, Sales, Invoicing, Data Entry, Social Networking, Administrative..., Telephone Skills, Event Planning
Education
Penn State University 2006 — 2010
Bachelor of Arts (BA), Communication and Media Studies
THE PENNSYLVANIA STATE UNIVERSITY UNIVERSITY 2006 — 2010
B.A, Telecommunications
American Institute of Foreign Studies
Biolumina July 2015 - Present
Prime Office Centers July 2011 - July 2015
Northwestern Mutual May 2009 - September 2009
Serhey Davidson Corporation May 2006 - August 2007
Crestwood Country Day School January 2000 - January 2006
Skills
Customer Service, Process Scheduler, Leadership, Filing, Networking, Sales, Invoicing, Data Entry, Social Networking, Administrative..., Telephone Skills, Event Planning
Education
Penn State University 2006 — 2010
Bachelor of Arts (BA), Communication and Media Studies
THE PENNSYLVANIA STATE UNIVERSITY UNIVERSITY 2006 — 2010
B.A, Telecommunications
American Institute of Foreign Studies
Charles Gowdy's Northwestern Mutual Experience May 2010 - February 2011
Job Senior Consultant, Advisory Services Practice of Ernst & Young
Industry Financial Services
Experience
EY September 2015 - Present
The Bancorp April 2015 - August 2015
The Bancorp May 2013 - April 2015
The Bancorp September 2011 - May 2013
Penn State University August 2010 - February 2011
Northwestern Mutual May 2010 - February 2011
Nittany Co-op January 2010 - December 2010
Skills
Leadership, Finance, Financial Risk..., Financial Statement..., Financial Analysis, Risk Management, RSA Archer, Banking, Data Analysis, Microsoft Excel, Microsoft Office, Budgets, Social Media, Customer Service, Management, Analysis, Time Management, Sales
Education
Penn State University 2007 — 2011
B.S., Finance, Economics, Business Law
La Salle College High School 2003 — 2007
EY September 2015 - Present
The Bancorp April 2015 - August 2015
The Bancorp May 2013 - April 2015
The Bancorp September 2011 - May 2013
Penn State University August 2010 - February 2011
Northwestern Mutual May 2010 - February 2011
Nittany Co-op January 2010 - December 2010
Skills
Leadership, Finance, Financial Risk..., Financial Statement..., Financial Analysis, Risk Management, RSA Archer, Banking, Data Analysis, Microsoft Excel, Microsoft Office, Budgets, Social Media, Customer Service, Management, Analysis, Time Management, Sales
Education
Penn State University 2007 — 2011
B.S., Finance, Economics, Business Law
La Salle College High School 2003 — 2007
Kevin Yeargers Kevin Yeargers's Northwestern Mutual Experience 2006 - Present
Job Financial Advisor at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual 2006 - Present
Skills
Leadership, Securities, Disability Insurance, Insurance, Retirement Planning, Strategic Financial...
Education
Penn State University 2001 — 2004
Finance, Business Law
Penn Trafford
Northwestern Mutual 2006 - Present
Skills
Leadership, Securities, Disability Insurance, Insurance, Retirement Planning, Strategic Financial...
Education
Penn State University 2001 — 2004
Finance, Business Law
Penn Trafford
Kory Tyron's Northwestern Mutual Experience May 2013 - December 2013
Job Staff Accountant at Baker Tilly Virchow Krause, LLP
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP January 2015 - Present
SMART DEVINE September 2014 - December 2014
Northwestern Mutual May 2013 - December 2013
Office of the Public Defender June 2012 - August 2012
Skills
Financial Analysis, Microsoft Word, Microsoft Excel, Strategic Financial..., PowerPoint, Financial Modeling, Finance, Economics, Data Analysis, Accounting, Customer Service, Public Speaking
Education
Villanova University 2014 — 2015
Master of Accountancy and Professional Consultancy
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Accounting, Graduated
The Episcopal Academy 2006 — 2010
Baker Tilly Virchow Krause, LLP January 2015 - Present
SMART DEVINE September 2014 - December 2014
Northwestern Mutual May 2013 - December 2013
Office of the Public Defender June 2012 - August 2012
Skills
Financial Analysis, Microsoft Word, Microsoft Excel, Strategic Financial..., PowerPoint, Financial Modeling, Finance, Economics, Data Analysis, Accounting, Customer Service, Public Speaking
Education
Villanova University 2014 — 2015
Master of Accountancy and Professional Consultancy
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Accounting, Graduated
The Episcopal Academy 2006 — 2010
Kaitlin Jennings ☁'s Northwestern Mutual Experience May 2012 - August 2012
Job National Account Manager at IBM
Industry Information Technology and Services
Experience
IBM July 2015 - Present
IBM June 2013 - July 2015
IBM June 2013 - March 2014
Optimum Marketing Partners, LLC. August 2011 - March 2013
Northwestern Mutual May 2012 - August 2012
Skills
Spanish-speaking, Microsoft Office, Prezi, Mac OS X, OS X, Social Media Marketing, Facebook, Social Networking, Social Media, Cold Calling, Critical Thinking, PowerPoint, Microsoft Excel, Spanish, Leadership, Salesforce.com, Microsoft Word, Sales, Customer Service, Public Speaking, Research, Insurance, Networking, Team Building, New Business Development, Account Management, Management, Marketing Strategy, Mobile Devices, Lead Generation, Marketing, Direct Sales, Sales Presentations, Sales Process, Selling, CRM, B2B, Time Management, Advertising, Email Marketing, Customer Retention, Sales Operations, Team Leadership, Online Marketing, Customer Satisfaction, Market Research, Business Development, Building Relationships, Marketing Communications, Sales Management
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Agriculture Business Management, Spanish
IBM July 2015 - Present
IBM June 2013 - July 2015
IBM June 2013 - March 2014
Optimum Marketing Partners, LLC. August 2011 - March 2013
Northwestern Mutual May 2012 - August 2012
Skills
Spanish-speaking, Microsoft Office, Prezi, Mac OS X, OS X, Social Media Marketing, Facebook, Social Networking, Social Media, Cold Calling, Critical Thinking, PowerPoint, Microsoft Excel, Spanish, Leadership, Salesforce.com, Microsoft Word, Sales, Customer Service, Public Speaking, Research, Insurance, Networking, Team Building, New Business Development, Account Management, Management, Marketing Strategy, Mobile Devices, Lead Generation, Marketing, Direct Sales, Sales Presentations, Sales Process, Selling, CRM, B2B, Time Management, Advertising, Email Marketing, Customer Retention, Sales Operations, Team Leadership, Online Marketing, Customer Satisfaction, Market Research, Business Development, Building Relationships, Marketing Communications, Sales Management
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Agriculture Business Management, Spanish
Kristen Szlachta Kristen Szlachta's Northwestern Mutual Experience June 2013 - Present
Job Financial Representative with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2013 - Present
Education
Penn State University 2003 — 2008
BS, Marketing/Marketing Management, General
Northwestern Mutual June 2013 - Present
Education
Penn State University 2003 — 2008
BS, Marketing/Marketing Management, General
Bradley Tibbens Bradley Tibbens's Northwestern Mutual Experience May 2011 - September 2011
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC January 2015 - Present
Aronson LLC September 2013 - December 2014
Northwestern Mutual May 2011 - September 2011
Skills
Accounting, GAAP, General Ledger, US GAAP, Financial Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Statements, Microsoft Office
Education
Penn State University 2008 — 2013
Bachelor of Science (BS), Accounting
PwC January 2015 - Present
Aronson LLC September 2013 - December 2014
Northwestern Mutual May 2011 - September 2011
Skills
Accounting, GAAP, General Ledger, US GAAP, Financial Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Statements, Microsoft Office
Education
Penn State University 2008 — 2013
Bachelor of Science (BS), Accounting
Rich Owsik Rich Owsik's Northwestern Mutual Experience September 2009 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2009 - Present
Canoe Brook Country Club March 2008 - September 2009
Somerset Hills Country Club April 2003 - November 2007
Skills
Outstanding..., Keen Listener, Creative Problem Solving
Education
Penn State University 1998 — 2002
B.S., Recreation & Park Mgt
Monsignor Bonner 1994 — 1998
Northwestern Mutual September 2009 - Present
Canoe Brook Country Club March 2008 - September 2009
Somerset Hills Country Club April 2003 - November 2007
Skills
Outstanding..., Keen Listener, Creative Problem Solving
Education
Penn State University 1998 — 2002
B.S., Recreation & Park Mgt
Monsignor Bonner 1994 — 1998
Zachary Noel Zachary Noel's Northwestern Mutual Experience May 2009 - December 2010
Job Associate Director of Business and Government Sales at Verizon Wireless
Industry Wireless
Experience
Verizon Wireless July 2015 - Present
Verizon Wireless October 2013 - July 2015
Verizon Wireless September 2012 - September 2013
Verizon Wireless January 2011 - August 2012
Northwestern Mutual May 2009 - December 2010
Skills
Management, Wireless, Sales, Cold Calling, Sales Process, Account Management, Finance, Customer Retention, Direct Sales, Salesforce.com, Selling, Sales Operations, B2B, Leadership, Sales Management
Education
Pennsylvania State University-Great Valley Graduate Center 2011 — 2013
MBA, Business
Penn State University 2005 — 2009
Bachelor of Science (B.S.)
Verizon Wireless July 2015 - Present
Verizon Wireless October 2013 - July 2015
Verizon Wireless September 2012 - September 2013
Verizon Wireless January 2011 - August 2012
Northwestern Mutual May 2009 - December 2010
Skills
Management, Wireless, Sales, Cold Calling, Sales Process, Account Management, Finance, Customer Retention, Direct Sales, Salesforce.com, Selling, Sales Operations, B2B, Leadership, Sales Management
Education
Pennsylvania State University-Great Valley Graduate Center 2011 — 2013
MBA, Business
Penn State University 2005 — 2009
Bachelor of Science (B.S.)
Bob Mance Bob Mance's Northwestern Mutual Experience June 1992 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual June 1992 - Present
Liberty Square Investment Associates 1986 - 1992
H & R Block 1985 - 1986
Skills
Retirement, Investments, Securities, Investment Advisory, Insurance, Strategic Financial..., Disability Insurance, Wealth Management, Finance, Retirement Planning, Financial Planners, 401k Rollovers, Portfolio Management, Financial Advisory, Fixed Annuities, Long-term Care, IRAs, Mutual Funds, Strategic Planning, Small Business, Life Insurance, Asset Management, Estate Planning, 401k, Asset Allocation, Financial Planning
Education
Penn State University 1985 — 1986
MBA
State University of New York College at Cortland 1973 — 1977
BSE
University of Wisconsin-Madison
MS
Northwestern Mutual June 1992 - Present
Liberty Square Investment Associates 1986 - 1992
H & R Block 1985 - 1986
Skills
Retirement, Investments, Securities, Investment Advisory, Insurance, Strategic Financial..., Disability Insurance, Wealth Management, Finance, Retirement Planning, Financial Planners, 401k Rollovers, Portfolio Management, Financial Advisory, Fixed Annuities, Long-term Care, IRAs, Mutual Funds, Strategic Planning, Small Business, Life Insurance, Asset Management, Estate Planning, 401k, Asset Allocation, Financial Planning
Education
Penn State University 1985 — 1986
MBA
State University of New York College at Cortland 1973 — 1977
BSE
University of Wisconsin-Madison
MS
Doug Parker's Northwestern Mutual Experience January 2013 - February 2014
Job Technical Recruiter at Google
Industry Internet
Experience
Google February 2014 - Present
Northwestern Mutual January 2013 - February 2014
Northwestern Mutual August 2011 - January 2013
TheLadders March 2011 - August 2011
ESPN August 2007 - January 2011
Skills
Recruiting, Talent Acquisition, Behavioral Interviewing, Sales, Team Management, Interviews, Employee Relations, College Recruiting, Sourcing, Technical Recruiting, Onboarding, Internet Recruiting, Applicant Tracking..., Benefits Negotiation, Screening Resumes
Education
Penn State University 2006 — 2010
Bachelor of Arts (B.A.)
Google February 2014 - Present
Northwestern Mutual January 2013 - February 2014
Northwestern Mutual August 2011 - January 2013
TheLadders March 2011 - August 2011
ESPN August 2007 - January 2011
Skills
Recruiting, Talent Acquisition, Behavioral Interviewing, Sales, Team Management, Interviews, Employee Relations, College Recruiting, Sourcing, Technical Recruiting, Onboarding, Internet Recruiting, Applicant Tracking..., Benefits Negotiation, Screening Resumes
Education
Penn State University 2006 — 2010
Bachelor of Arts (B.A.)
Rachael Gloor Rachael Gloor's Northwestern Mutual Experience February 2015 - Present
Job Investment Operations at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2015 - Present
Northwestern Mutual May 2012 - February 2015
InterContinental Hotels Group July 2011 - May 2012
Rotelli July 2009 - November 2010
Skills
Event Planning, Customer Service, Restaurants, Microsoft Office, Microsoft Excel, Outlook, Marketing, PowerPoint, Data Entry, Microsoft Word, Marketing Communications, Marketing Strategy, Advertising, Hospitality, Event Management, Insurance, Sales, Hospitality Management, Food & Beverage, Sourcing, Social Networking, Time Management, Teamwork, Team Building
Education
Penn State University 2006 — 2009
BS, Hotel, Restaurant & Institutional Management
Northwestern Mutual February 2015 - Present
Northwestern Mutual May 2012 - February 2015
InterContinental Hotels Group July 2011 - May 2012
Rotelli July 2009 - November 2010
Skills
Event Planning, Customer Service, Restaurants, Microsoft Office, Microsoft Excel, Outlook, Marketing, PowerPoint, Data Entry, Microsoft Word, Marketing Communications, Marketing Strategy, Advertising, Hospitality, Event Management, Insurance, Sales, Hospitality Management, Food & Beverage, Sourcing, Social Networking, Time Management, Teamwork, Team Building
Education
Penn State University 2006 — 2009
BS, Hotel, Restaurant & Institutional Management
Shelby Allen Shelby Allen's Northwestern Mutual Experience May 2012 - November 2012
Job Corporate Recruiter at DICK'S Sporting Goods
Industry Retail
Experience
DICK'S Sporting Goods July 2015 - Present
DICK'S Sporting Goods September 2013 - July 2015
DICK'S Sporting Goods April 2013 - September 2013
Northwestern Mutual May 2012 - November 2012
MetLife April 2007 - April 2011
MarketSphere Consulting 2005 - 2007
Penn State Cooperative Extension 2004 - 2005
Skills
Time Management, Customer Service, Talent Acquisition, Leadership, Public Speaking, Social Media Marketing, Human Resources, Social Networking, Microsoft Office, Social Media, Marketing Communications, Retail, Event Management, Communication, Coporate Communications
Education
California University of Pennsylvania 2001 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies
Penn State University 1999 — 2001
Liberal Arts
DICK'S Sporting Goods July 2015 - Present
DICK'S Sporting Goods September 2013 - July 2015
DICK'S Sporting Goods April 2013 - September 2013
Northwestern Mutual May 2012 - November 2012
MetLife April 2007 - April 2011
MarketSphere Consulting 2005 - 2007
Penn State Cooperative Extension 2004 - 2005
Skills
Time Management, Customer Service, Talent Acquisition, Leadership, Public Speaking, Social Media Marketing, Human Resources, Social Networking, Microsoft Office, Social Media, Marketing Communications, Retail, Event Management, Communication, Coporate Communications
Education
California University of Pennsylvania 2001 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies
Penn State University 1999 — 2001
Liberal Arts
David Turk David Turk's Northwestern Mutual Experience May 2009 - December 2009
Job Network Business Consultant l Global Internet Entrepreneur I Writer I Project Manager at T.R.E.D. Builders
Industry Real Estate
Experience
T.R.E.D. Builders, LLC March 2013 - Present
BlackRock March 2011 - March 2013
US Bank August 2010 - March 2011
Northwestern Mutual May 2009 - December 2009
Skills
Creative problem..., Exceptional written and..., Analytical ability to..., Investments, Banking, Credit, Finance, Analysis, Financial Risk, Data Analysis, Asset Managment, Loans, CRM, Market Research, Real Estate Development, Real Estate, Financial Services, Mutual Funds, Microsoft Excel, Management, Microsoft Office, Financial Analysis, Sales
Education
Penn State University 2006 — 2010
Bachelors, Economics
T.R.E.D. Builders, LLC March 2013 - Present
BlackRock March 2011 - March 2013
US Bank August 2010 - March 2011
Northwestern Mutual May 2009 - December 2009
Skills
Creative problem..., Exceptional written and..., Analytical ability to..., Investments, Banking, Credit, Finance, Analysis, Financial Risk, Data Analysis, Asset Managment, Loans, CRM, Market Research, Real Estate Development, Real Estate, Financial Services, Mutual Funds, Microsoft Excel, Management, Microsoft Office, Financial Analysis, Sales
Education
Penn State University 2006 — 2010
Bachelors, Economics
Daniel Mallon's Northwestern Mutual Experience May 2013 - August 2013
Job Brand Ambassador at Next Step Realty
Industry Financial Services
Experience
The Next Step Realty October 2014 - Present
Malvern Paoli Legion Baseball May 2014 - Present
Valley Forge Financial Group May 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
Skills
Strategic Financial..., Investments, Spanish, Microsoft Office, Social Media, Communication, Strategic Planning, Marketing, Microsoft Excel, Analysis, Finance, Financial Analysis, Wealth Management
Education
Penn State University 2014 — 2016
Bachelor's Degree, Economics
Great Valley High School 2008 — 2012
The Next Step Realty October 2014 - Present
Malvern Paoli Legion Baseball May 2014 - Present
Valley Forge Financial Group May 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
Skills
Strategic Financial..., Investments, Spanish, Microsoft Office, Social Media, Communication, Strategic Planning, Marketing, Microsoft Excel, Analysis, Finance, Financial Analysis, Wealth Management
Education
Penn State University 2014 — 2016
Bachelor's Degree, Economics
Great Valley High School 2008 — 2012
Rob Gehman's Northwestern Mutual Experience June 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
United States Marine Corps July 2006 - July 2010
Skills
Cpr Certified, Microsoft Word, Microsoft Office, Teamwork, PowerPoint, Microsoft Excel, Research, Customer Service, Public Speaking, Leadership, Time Management, Outlook, Social Media, Training, Human Resources, Financial Analysis, CPR Certified, Financial Services
Education
Penn State University 2011 — 2015
Bachelor of Science (BS)
Northwestern Mutual June 2015 - Present
United States Marine Corps July 2006 - July 2010
Skills
Cpr Certified, Microsoft Word, Microsoft Office, Teamwork, PowerPoint, Microsoft Excel, Research, Customer Service, Public Speaking, Leadership, Time Management, Outlook, Social Media, Training, Human Resources, Financial Analysis, CPR Certified, Financial Services
Education
Penn State University 2011 — 2015
Bachelor of Science (BS)
Amro Elhetami's Northwestern Mutual Experience July 1999 - January 2010
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Newbridge Partners LLC January 2010 - Present
Northwestern Mutual July 1999 - January 2010
Education
Penn State University 1994 — 1998
Bachelor's degree, Marketing and International Business
Newbridge Partners LLC January 2010 - Present
Northwestern Mutual July 1999 - January 2010
Education
Penn State University 1994 — 1998
Bachelor's degree, Marketing and International Business
David Allsopp's Northwestern Mutual Experience January 2008 - August 2008
Job Owner at DIA Real Estate Investing
Industry Venture Capital & Private Equity
Experience
DIA Investments November 2014 - Present
Transpolis Global March 2009 - Present
Northwestern Mutual January 2008 - August 2008
Skills
Investments, Finance, Leadership, Sales, Marketing, Entrepreneurship, Strategy, Team Building, Business, Financial Analysis, Strategic Financial..., Time Management, Insurance, Start-ups, Strategic Planning, Small Business, Financial Modeling, New Business Development, Retirement Planning, Business Strategy, Venture Capital, Public Speaking
Education
Penn State University 2002 — 2007
DIA Investments November 2014 - Present
Transpolis Global March 2009 - Present
Northwestern Mutual January 2008 - August 2008
Skills
Investments, Finance, Leadership, Sales, Marketing, Entrepreneurship, Strategy, Team Building, Business, Financial Analysis, Strategic Financial..., Time Management, Insurance, Start-ups, Strategic Planning, Small Business, Financial Modeling, New Business Development, Retirement Planning, Business Strategy, Venture Capital, Public Speaking
Education
Penn State University 2002 — 2007
Jeffery Herb's Northwestern Mutual Experience October 1995 - January 1997
Job National Sales Manager at ThomasNet
Industry Marketing and Advertising
Experience
ThomasNet May 2014 - Present
Bravo Business Media, LLC January 2014 - June 2014
ThomasNet June 2009 - January 2014
VertMarkets May 2007 - May 2009
VertMarkets June 2004 - May 2007
VertMarkets November 2002 - June 2004
Gruntal, Ryan Beck & Co April 2001 - November 2002
H&R Block Financial Advisors June 1997 - April 2001
Northwestern Mutual October 1995 - January 1997
Skills
New Business Development, Online Marketing, B2B, Advertising, Social Media, SEO, Publishing, Sales Management, Marketing Strategy, Team Building, Customer Relations, Account Management, Consultative Selling, Cold Calling, B2B Marketing, Social Media Marketing, Solution Selling, Mentoring, Online Advertising, Coaching, Selling, Social Networking, Leadership, Sales, Direct Marketing, Marketing, Training, Lead Generation, Management, Marketing Communications, Customer Service, Email Marketing, Direct Sales, Business Development, Trade Shows, CRM, Sales Presentations, Digital Marketing, Product Marketing, Customer Retention, Product Development, Sales Process, E-commerce, Start-ups, Salesforce.com, Sales Operations, Advertising Sales, Mobile Marketing, Strategic Partnerships, SaaS
Education
Penn State University 1993 — 1997
BS, Finance and Insurance
Penn State University 1993 — 1997
BS, Finance
Williams Valley JR/SR high school 1987 — 1995
HS Diploma, Advanced College Prep Curriculum
ThomasNet May 2014 - Present
Bravo Business Media, LLC January 2014 - June 2014
ThomasNet June 2009 - January 2014
VertMarkets May 2007 - May 2009
VertMarkets June 2004 - May 2007
VertMarkets November 2002 - June 2004
Gruntal, Ryan Beck & Co April 2001 - November 2002
H&R Block Financial Advisors June 1997 - April 2001
Northwestern Mutual October 1995 - January 1997
Skills
New Business Development, Online Marketing, B2B, Advertising, Social Media, SEO, Publishing, Sales Management, Marketing Strategy, Team Building, Customer Relations, Account Management, Consultative Selling, Cold Calling, B2B Marketing, Social Media Marketing, Solution Selling, Mentoring, Online Advertising, Coaching, Selling, Social Networking, Leadership, Sales, Direct Marketing, Marketing, Training, Lead Generation, Management, Marketing Communications, Customer Service, Email Marketing, Direct Sales, Business Development, Trade Shows, CRM, Sales Presentations, Digital Marketing, Product Marketing, Customer Retention, Product Development, Sales Process, E-commerce, Start-ups, Salesforce.com, Sales Operations, Advertising Sales, Mobile Marketing, Strategic Partnerships, SaaS
Education
Penn State University 1993 — 1997
BS, Finance and Insurance
Penn State University 1993 — 1997
BS, Finance
Williams Valley JR/SR high school 1987 — 1995
HS Diploma, Advanced College Prep Curriculum
Steve Lanz's Northwestern Mutual Experience May 2011 - January 2012
Job Sales Associate at National Telecom Services
Industry Telecommunications
Experience
National Telecom Services October 2013 - Present
Self Employed January 2012 - June 2013
Northwestern Mutual May 2011 - January 2012
Unique Indoor Comfort January 2006 - May 2011
Papa Johns January 1998 - December 2005
Skills
Customer Service, Sales, Marketing Strategy, Marketing, Event Planning, Social Media, Marketing Communications
Education
Penn State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
University of Maryland College Park
Music Education
National Telecom Services October 2013 - Present
Self Employed January 2012 - June 2013
Northwestern Mutual May 2011 - January 2012
Unique Indoor Comfort January 2006 - May 2011
Papa Johns January 1998 - December 2005
Skills
Customer Service, Sales, Marketing Strategy, Marketing, Event Planning, Social Media, Marketing Communications
Education
Penn State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
University of Maryland College Park
Music Education
Phil Ostrowski's Northwestern Mutual Experience January 2010 - Present
Job Financial Representative with Northwestern Mutual Financial Network
Industry Insurance
Experience
Northwestern Mutual January 2010 - Present
Education
Penn State University 1993 — 1997
Northwestern Mutual January 2010 - Present
Education
Penn State University 1993 — 1997
Marie Willsey's Northwestern Mutual Experience 2005 - 2005
Job Associate Customer Development Manager at Johnson & Johnson
Industry Consumer Goods
Experience
Johnson & Johnson September 2010 - Present
Johnson & Johnson May 2009 - September 2010
Johnson & Johnson July 2007 - May 2009
Ingersoll Rand January 2007 - August 2007
Northwestern Mutual 2005 - 2005
Korman Communities May 2004 - August 2004
Skills
Sales Operations, Sales Management, Consumer Products, Direct Sales, Competitive Analysis, Marketing, Sales, Pricing, Account Management, Forecasting, Inventory Management, Market Research, Analytics, Marketing Communications, Leadership
Education
Penn State University 2003 — 2007
B.A. Marketing, Business
Johnson & Johnson September 2010 - Present
Johnson & Johnson May 2009 - September 2010
Johnson & Johnson July 2007 - May 2009
Ingersoll Rand January 2007 - August 2007
Northwestern Mutual 2005 - 2005
Korman Communities May 2004 - August 2004
Skills
Sales Operations, Sales Management, Consumer Products, Direct Sales, Competitive Analysis, Marketing, Sales, Pricing, Account Management, Forecasting, Inventory Management, Market Research, Analytics, Marketing Communications, Leadership
Education
Penn State University 2003 — 2007
B.A. Marketing, Business
Ian Woie's Northwestern Mutual Experience January 2012 - July 2012
Job Regional Sales Manager at Priority1
Industry Logistics and Supply Chain
Experience
Priority1 July 2015 - Present
Estes Express Lines April 2014 - July 2015
Estes Express Lines October 2012 - April 2014
Northwestern Mutual January 2012 - July 2012
BMW April 2011 - December 2011
New York Life January 2009 - April 2011
Skills
Social Media, Sales Management, Sales, Financial Analysis, Account Management, Strategic Planning, Marketing, Leadership, Budgets, Forecasting, Management, Team Building, Salesforce.com, New Business Development, Strategy, B2B, Operations Management, Logistics, Business Development, Customer Satisfaction, Sales Operations, Pricing, Customer Service, Selling
Education
University of Richmond 2002 — 2006
Political Science and French
Penn State University 2001 — 2002
Political Science and French
Priority1 July 2015 - Present
Estes Express Lines April 2014 - July 2015
Estes Express Lines October 2012 - April 2014
Northwestern Mutual January 2012 - July 2012
BMW April 2011 - December 2011
New York Life January 2009 - April 2011
Skills
Social Media, Sales Management, Sales, Financial Analysis, Account Management, Strategic Planning, Marketing, Leadership, Budgets, Forecasting, Management, Team Building, Salesforce.com, New Business Development, Strategy, B2B, Operations Management, Logistics, Business Development, Customer Satisfaction, Sales Operations, Pricing, Customer Service, Selling
Education
University of Richmond 2002 — 2006
Political Science and French
Penn State University 2001 — 2002
Political Science and French
Jenna Volosin's Northwestern Mutual Experience December 2008 - September 2009
Job Securities and Insurance Licensed
Industry Investment Management
Experience
Lincoln Investment Planning, Inc. December 2009 - Present
Northwestern Mutual December 2008 - September 2009
Lincoln Investment Planning, Inc. May 2004 - July 2008
Sears Retail Outlet July 2002 - January 2004
Education
Penn State University 1998 — 2002
BS, Criminal Justice
Lincoln Investment Planning, Inc. December 2009 - Present
Northwestern Mutual December 2008 - September 2009
Lincoln Investment Planning, Inc. May 2004 - July 2008
Sears Retail Outlet July 2002 - January 2004
Education
Penn State University 1998 — 2002
BS, Criminal Justice
Ray Gross's Northwestern Mutual Experience December 2007 - Present
Job Client Relations Director at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual December 2007 - Present
West Coast Life November 2005 - November 2007
New York Life Insurance Company May 2004 - November 2005
Education
Penn State University 1979 — 1984
Bachelor of Arts and Sciences, Art History/Fine Arts
West Chester University of Pennsylvania 1987 — 1989
Masters, Elementary Education
Northwestern Mutual December 2007 - Present
West Coast Life November 2005 - November 2007
New York Life Insurance Company May 2004 - November 2005
Education
Penn State University 1979 — 1984
Bachelor of Arts and Sciences, Art History/Fine Arts
West Chester University of Pennsylvania 1987 — 1989
Masters, Elementary Education
Jay Wise's Northwestern Mutual Experience August 1997 - February 2003
Job Senior Financial Advisor at Northwest Savings Bank
Industry Financial Services
Experience
Northwest Savings Bank February 2005 - Present
M&T Bank February 2003 - February 2005
Northwestern Mutual August 1997 - February 2003
Skills
Banking, Investments, Financial Analysis, Insurance, Risk Management, Strategic Financial..., Business Analysis
Education
Penn State University 1986 — 1990
B.S.
Northwest Savings Bank February 2005 - Present
M&T Bank February 2003 - February 2005
Northwestern Mutual August 1997 - February 2003
Skills
Banking, Investments, Financial Analysis, Insurance, Risk Management, Strategic Financial..., Business Analysis
Education
Penn State University 1986 — 1990
B.S.
Lucas Zarzeczny's Northwestern Mutual Experience May 2011 - August 2011
Job Derivative Trade Settlement || Options Trader
Industry Capital Markets
Experience
BlackRock June 2014 - September 2015
BNY Mellon January 2014 - May 2014
Aurora Alternative Investments, LLC February 2013 - January 2014
BNY Mellon October 2012 - February 2013
Philadelphia Proprietary Trading Group May 2012 - October 2012
Northwestern Mutual May 2011 - August 2011
RE 360 LLC May 2010 - August 2010
Birmingham Capital Advisors, LLC May 2009 - August 2009
Skills
Valuation, Financial Analysis, Investments, Portfolio Management, Asset Managment, Real Estate, Finance, Financial Modeling, Risk Management, Equity Trading, Hedge Funds, Mergers & Acquisitions, Equities, Asset Management, Options, Strategy, Mutual Funds, Derivatives, Securities, Trading, Wealth Management, Capital Markets, Private Equity, Bloomberg, Analysis, Bloomberg Terminal, Bonds, Financial Services, FX Options, Retirement Planning, Trading Strategies, Series 7, Investment Strategies, Hedging
Education
Penn State University 2007 — 2011
Bachelor's degree, Energy, Business, Finance, 3.41
Avonworth
Avonworth
BlackRock June 2014 - September 2015
BNY Mellon January 2014 - May 2014
Aurora Alternative Investments, LLC February 2013 - January 2014
BNY Mellon October 2012 - February 2013
Philadelphia Proprietary Trading Group May 2012 - October 2012
Northwestern Mutual May 2011 - August 2011
RE 360 LLC May 2010 - August 2010
Birmingham Capital Advisors, LLC May 2009 - August 2009
Skills
Valuation, Financial Analysis, Investments, Portfolio Management, Asset Managment, Real Estate, Finance, Financial Modeling, Risk Management, Equity Trading, Hedge Funds, Mergers & Acquisitions, Equities, Asset Management, Options, Strategy, Mutual Funds, Derivatives, Securities, Trading, Wealth Management, Capital Markets, Private Equity, Bloomberg, Analysis, Bloomberg Terminal, Bonds, Financial Services, FX Options, Retirement Planning, Trading Strategies, Series 7, Investment Strategies, Hedging
Education
Penn State University 2007 — 2011
Bachelor's degree, Energy, Business, Finance, 3.41
Avonworth
Avonworth
Tim Slizofski's Northwestern Mutual Experience April 2009 - January 2010
Job Tim Slizofski
Industry Staffing and Recruiting
Experience
TD Bank Group September 2010 - Present
Northwestern Mutual April 2009 - January 2010
Worldwide Express February 2008 - April 2009
Education
Penn State University 2003 — 2007
Economics
TD Bank Group September 2010 - Present
Northwestern Mutual April 2009 - January 2010
Worldwide Express February 2008 - April 2009
Education
Penn State University 2003 — 2007
Economics
Jamie Weinstein's Northwestern Mutual Experience June 2009 - November 2009
Job Internal Sales Consultant Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group November 2012 - Present
Merrill Lynch August 2011 - October 2012
Merrill Lynch February 2010 - July 2011
Northwestern Mutual June 2009 - November 2009
Skills
Series 7, Mutual Funds, Retirement, Insurance, IRAs, Retirement Planning, Asset Allocation, Financial Services, Investment Strategies, Wealth Management, Financial Analysis, Financial Advisory, Finance
Education
Penn State University 2005 — 2009
Bachelor of Arts (BA), Finance, General
Delaware Investments, a member of the Macquarie Group November 2012 - Present
Merrill Lynch August 2011 - October 2012
Merrill Lynch February 2010 - July 2011
Northwestern Mutual June 2009 - November 2009
Skills
Series 7, Mutual Funds, Retirement, Insurance, IRAs, Retirement Planning, Asset Allocation, Financial Services, Investment Strategies, Wealth Management, Financial Analysis, Financial Advisory, Finance
Education
Penn State University 2005 — 2009
Bachelor of Arts (BA), Finance, General
David L. Shields, CLU, ChFC's Northwestern Mutual Experience
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual
Skills
Financial Analysis, Public Speaking, Due Diligence, Retirement, Asset Management, Management, Sales Management, Life Insurance, Retirement Planning, Investment Strategies, Financial Modeling, Leadership, Account Management, Microsoft Excel, Employee Benefits, Strategic Financial..., Series 63, Term Life Insurance, Fixed Annuities, New Business Development, Long-term Care, PowerPoint, Disability Insurance, Project Management, Strategic Planning, Marketing, Strategy, Business Planning, Sales, Team Building, Salesforce.com, Customer Service
Education
Penn State University
B.S., Finance & Economics
Northwestern Mutual
Skills
Financial Analysis, Public Speaking, Due Diligence, Retirement, Asset Management, Management, Sales Management, Life Insurance, Retirement Planning, Investment Strategies, Financial Modeling, Leadership, Account Management, Microsoft Excel, Employee Benefits, Strategic Financial..., Series 63, Term Life Insurance, Fixed Annuities, New Business Development, Long-term Care, PowerPoint, Disability Insurance, Project Management, Strategic Planning, Marketing, Strategy, Business Planning, Sales, Team Building, Salesforce.com, Customer Service
Education
Penn State University
B.S., Finance & Economics
John Novelli's Northwestern Mutual Experience October 2007 - January 2008
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
BNP Paribas October 2011 - August 2014
BNP Paribas February 2008 - October 2011
Northwestern Mutual October 2007 - January 2008
Skills
Series 63, Equities, Capital Markets, Fixed Income, Finance, Financial Services, Securities
Education
Penn State University
B.S., Economics
J.P. Morgan August 2014 - Present
BNP Paribas October 2011 - August 2014
BNP Paribas February 2008 - October 2011
Northwestern Mutual October 2007 - January 2008
Skills
Series 63, Equities, Capital Markets, Fixed Income, Finance, Financial Services, Securities
Education
Penn State University
B.S., Economics
Damon Sisco's Northwestern Mutual Experience 1998 - 1999
Job Sales Director at Quest Diagnostics
Industry Hospital & Health Care
Experience
Quest Diagnostics February 2013 - Present
Quest Diagnostics June 2009 - February 2013
Quest Diagnostics September 2008 - June 2009
Quest Diagnostics May 2007 - September 2008
Salix Pharmaceuticals December 2000 - May 2007
Mylan Bertek Pharmaceuticals 1999 - 2000
Northwestern Mutual 1998 - 1999
Skills
Pharmaceutical Sales, Account Management, Sales Management, Strategic Planning, Gastroenterology, New Business Development
Education
Penn State University 1991 — 1995
BS, Accounting
Quest Diagnostics February 2013 - Present
Quest Diagnostics June 2009 - February 2013
Quest Diagnostics September 2008 - June 2009
Quest Diagnostics May 2007 - September 2008
Salix Pharmaceuticals December 2000 - May 2007
Mylan Bertek Pharmaceuticals 1999 - 2000
Northwestern Mutual 1998 - 1999
Skills
Pharmaceutical Sales, Account Management, Sales Management, Strategic Planning, Gastroenterology, New Business Development
Education
Penn State University 1991 — 1995
BS, Accounting
Ryan Winkowski's Northwestern Mutual Experience May 2009 - July 2009
Job Staff Financial Analyst at Federated Investors
Industry Capital Markets
Experience
Federated Investors October 2014 - Present
Federated Investors, Inc. September 2012 - October 2014
Federated Investors September 2010 - August 2012
National Association of Home Builders Student Chapter Penn State University January 2008 - May 2010
Engineering Entrepreneurship Minor Penn State University September 2006 - May 2010
Northwestern Mutual May 2009 - July 2009
Skills
Competitive Analysis, Analysis, Financial Analysis, Management, Business Planning, Project Management, Investments, Sales, Entrepreneurship, Market Analysis, Sales Operations, Budgets, Finance, Product Development, Research
Education
Level 2 Candidate in the CFA Program
Penn State University 2006 — 2010
B.S. Economics, Engineering Entrepreneurship, Residential Construction Program
Federated Investors October 2014 - Present
Federated Investors, Inc. September 2012 - October 2014
Federated Investors September 2010 - August 2012
National Association of Home Builders Student Chapter Penn State University January 2008 - May 2010
Engineering Entrepreneurship Minor Penn State University September 2006 - May 2010
Northwestern Mutual May 2009 - July 2009
Skills
Competitive Analysis, Analysis, Financial Analysis, Management, Business Planning, Project Management, Investments, Sales, Entrepreneurship, Market Analysis, Sales Operations, Budgets, Finance, Product Development, Research
Education
Level 2 Candidate in the CFA Program
Penn State University 2006 — 2010
B.S. Economics, Engineering Entrepreneurship, Residential Construction Program
David Scanlon's Northwestern Mutual Experience May 2010 - September 2010
Job Actuarial Analyst at Global Indemnity
Industry Insurance
Experience
Global Indemnity June 2014 - Present
Global Indemnity December 2012 - May 2014
Pep Boys August 2011 - December 2012
Penn State University May 2011 - August 2011
Northwestern Mutual May 2010 - September 2010
Skills
Catastrophe Modeling, RMS, Analysis, Actuarial Science, Process Improvement, Mathematics, Financial Risk, MapPoint, Microsoft Excel, SQL, Microsoft Word, Word, Outlook, Problem Solving, PowerPoint, Budgeting, Logistics, Transportation, DCS, CMS, Brio Query, Lotus Notes, Microsoft SQL Server, Excel
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Actuarial Mathematics
Global Indemnity June 2014 - Present
Global Indemnity December 2012 - May 2014
Pep Boys August 2011 - December 2012
Penn State University May 2011 - August 2011
Northwestern Mutual May 2010 - September 2010
Skills
Catastrophe Modeling, RMS, Analysis, Actuarial Science, Process Improvement, Mathematics, Financial Risk, MapPoint, Microsoft Excel, SQL, Microsoft Word, Word, Outlook, Problem Solving, PowerPoint, Budgeting, Logistics, Transportation, DCS, CMS, Brio Query, Lotus Notes, Microsoft SQL Server, Excel
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Actuarial Mathematics
Shawn Wendel's Northwestern Mutual Experience May 2010 - June 2014
Job Financial Specialist II at PNC
Industry Financial Services
Experience
PNC June 2014 - Present
Northwestern Mutual May 2010 - June 2014
Education
Penn State University 2008 — 2012
Bachelor's Degree, Finance
PNC June 2014 - Present
Northwestern Mutual May 2010 - June 2014
Education
Penn State University 2008 — 2012
Bachelor's Degree, Finance
Matthew Kilcur's Northwestern Mutual Experience May 2010 - July 2010
Job Business and Systems Integration Senior Analyst at Accenture
Industry Telecommunications
Experience
Accenture May 2014 - Present
Accenture February 2012 - May 2014
Comcast May 2012 - January 2013
Northwestern Mutual May 2010 - July 2010
Skills
Business Analysis, Integration, Project Management, CRM, Forecasting, Business Strategy, Process Improvement, Accounting, Due Diligence, Access, Analysis, Capital Markets, Product Development, Data Analysis, Financial Reporting, Microsoft Excel, Change Management, Management, Microsoft Office, PowerPoint, Employee Training, Leadership, Program Management
Education
Penn State University 2007 — 2011
BS, Finance
Accenture May 2014 - Present
Accenture February 2012 - May 2014
Comcast May 2012 - January 2013
Northwestern Mutual May 2010 - July 2010
Skills
Business Analysis, Integration, Project Management, CRM, Forecasting, Business Strategy, Process Improvement, Accounting, Due Diligence, Access, Analysis, Capital Markets, Product Development, Data Analysis, Financial Reporting, Microsoft Excel, Change Management, Management, Microsoft Office, PowerPoint, Employee Training, Leadership, Program Management
Education
Penn State University 2007 — 2011
BS, Finance
Christy Perry's Northwestern Mutual Experience June 1992 - December 1993
Job Senior Director of Human Resources at Aegis Therapies
Industry Hospital & Health Care
Experience
Aegis Therapies September 2006 - Present
Aegis Therapies January 1999 - August 2006
Aegis Therapies December 1993 - December 1998
Northwestern Mutual June 1992 - December 1993
Skills
Onboarding, College Recruiting, Applicant Tracking..., Healthcare, Talent Acquisition, Recruiting, Home Care, Human Resources, Employee Relations, Program Management, Talent Management, Employee Benefits
Education
Penn State University 1988 — 1992
BS, Finance
Aegis Therapies September 2006 - Present
Aegis Therapies January 1999 - August 2006
Aegis Therapies December 1993 - December 1998
Northwestern Mutual June 1992 - December 1993
Skills
Onboarding, College Recruiting, Applicant Tracking..., Healthcare, Talent Acquisition, Recruiting, Home Care, Human Resources, Employee Relations, Program Management, Talent Management, Employee Benefits
Education
Penn State University 1988 — 1992
BS, Finance
Ray Carretta's Northwestern Mutual Experience September 2003 - February 2004
Job Dept Manager of Personnel Development at Provident Funding Associates L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. March 2011 - Present
Provident Funding Associates L.P. October 2007 - March 2011
Provident Funding Associates L.P. September 2005 - October 2007
Provident Funding Associates L.P. March 2004 - September 2005
Northwestern Mutual September 2003 - February 2004
Skills
Financial Analysis, Underwriting, Finance, Risk Management, Mortgage Underwriting, Financial Services, Insurance, Mortgage Lending, Loans, Mortgage Banking, Credit Analysis, Credit, Strategic Financial..., Portfolio Management, Residential Mortgages, Employee Evaluation, Resource Allocation, Performance Reporting, Recruiting, Financial Modeling, Financial Planning, Investments
Education
Pennsylvania State University 1999 — 2003
B.S., Management
Provident Funding Associates L.P. March 2011 - Present
Provident Funding Associates L.P. October 2007 - March 2011
Provident Funding Associates L.P. September 2005 - October 2007
Provident Funding Associates L.P. March 2004 - September 2005
Northwestern Mutual September 2003 - February 2004
Skills
Financial Analysis, Underwriting, Finance, Risk Management, Mortgage Underwriting, Financial Services, Insurance, Mortgage Lending, Loans, Mortgage Banking, Credit Analysis, Credit, Strategic Financial..., Portfolio Management, Residential Mortgages, Employee Evaluation, Resource Allocation, Performance Reporting, Recruiting, Financial Modeling, Financial Planning, Investments
Education
Pennsylvania State University 1999 — 2003
B.S., Management
Ebony Bradley's Northwestern Mutual Experience May 2009 - Present
Job New Business Processor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2009 - Present
Education
Penn State University 2000 — 2005
Administration of Justice
Northwestern Mutual May 2009 - Present
Education
Penn State University 2000 — 2005
Administration of Justice
Brad Pile's Northwestern Mutual Experience June 2012 - May 2014
Job National Account Manager at USA Pan
Industry Marketing and Advertising
Experience
USA Pan July 2014 - Present
Northwestern Mutual June 2012 - May 2014
Pacific Mastering June 2009 - June 2012
Housing Renaissance Fund October 2006 - October 2008
Select Office Solutions March 2006 - October 2006
Skills
Social Media, Event Planning, Press Releases, Social Media Marketing, Public Relations, Facebook, Social Networking, Publicity, Music, Advertising, Radio, Editing, Final Cut Pro, Blogging, Digital Media, Sound, Entertainment, Music Industry
Education
Penn State University
Bachelor of Arts, Media Studies / Communications
USA Pan July 2014 - Present
Northwestern Mutual June 2012 - May 2014
Pacific Mastering June 2009 - June 2012
Housing Renaissance Fund October 2006 - October 2008
Select Office Solutions March 2006 - October 2006
Skills
Social Media, Event Planning, Press Releases, Social Media Marketing, Public Relations, Facebook, Social Networking, Publicity, Music, Advertising, Radio, Editing, Final Cut Pro, Blogging, Digital Media, Sound, Entertainment, Music Industry
Education
Penn State University
Bachelor of Arts, Media Studies / Communications
Justin Dara's Northwestern Mutual Experience 2012 - March 2013
Job Credit Analyst at Freedom Bank
Industry Banking
Experience
Freedom Bank "Oradell NJ" December 2012 - Present
Northwestern Mutual 2012 - March 2013
Abercrombie & Fitch June 2011 - August 2011
Cedar Crest Retirement Home June 2006 - January 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Research, C++, Social Media, Public Speaking, Teamwork, Windows, English
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Energy Business and Finance
Kinnelon High School 2004 — 2008
Freedom Bank "Oradell NJ" December 2012 - Present
Northwestern Mutual 2012 - March 2013
Abercrombie & Fitch June 2011 - August 2011
Cedar Crest Retirement Home June 2006 - January 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Research, C++, Social Media, Public Speaking, Teamwork, Windows, English
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Energy Business and Finance
Kinnelon High School 2004 — 2008
Justin Berdik's Northwestern Mutual Experience October 2012 - Present
Job Associate Wealth Management Advisor with the Office of Edward M. Gallagher III, CFP® at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2012 - Present
PNC/PNC Investments February 2007 - September 2012
Skills
Wealth Management, Series 7, Retirement Planning, Life Insurance, Investments, Personal Financial..., Strategic Financial..., Investment Advisory, Portfolio Management, Financial Advisory, Asset Management, Relationship Management, Estate Planning, Long-term Care, Investment Strategies, Asset Allocation, series 66, Disability Insurance, Wealth Management...
Education
Penn State University 2000 — 2004
2015 Level I Candidate in the CFA Program
Northwestern Mutual October 2012 - Present
PNC/PNC Investments February 2007 - September 2012
Skills
Wealth Management, Series 7, Retirement Planning, Life Insurance, Investments, Personal Financial..., Strategic Financial..., Investment Advisory, Portfolio Management, Financial Advisory, Asset Management, Relationship Management, Estate Planning, Long-term Care, Investment Strategies, Asset Allocation, series 66, Disability Insurance, Wealth Management...
Education
Penn State University 2000 — 2004
2015 Level I Candidate in the CFA Program
Nathan Steele's Northwestern Mutual Experience May 2013 - August 2013
Job Trading Operations Associate at Veritable, LP
Industry Financial Services
Experience
Veritable, LP May 2015 - Present
Northwestern Mutual May 2013 - August 2013
RadioShack May 2012 - January 2013
Skills
Financial Analysis, Strategic Financial..., Business Analysis, Risk Management, Equity Research, Economic Modeling, Financial Forecasting, Leadership, Quantitative Analytics, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Public Speaking, Budgets, Windows, Research, Photoshop, HTML, C++ Language, Client Education, Client Development, Business Meetings, Financial Planning
Education
Penn State University 2010 — 2014
Bachelor's degree, Finance
Veritable, LP May 2015 - Present
Northwestern Mutual May 2013 - August 2013
RadioShack May 2012 - January 2013
Skills
Financial Analysis, Strategic Financial..., Business Analysis, Risk Management, Equity Research, Economic Modeling, Financial Forecasting, Leadership, Quantitative Analytics, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Public Speaking, Budgets, Windows, Research, Photoshop, HTML, C++ Language, Client Education, Client Development, Business Meetings, Financial Planning
Education
Penn State University 2010 — 2014
Bachelor's degree, Finance
Dylan Carney's Northwestern Mutual Experience June 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Skills
PeopleSoft, Visio, Microsoft Office, Project Management, SAP, Customer Service, Oracle Applications, Management, Microsoft Excel, Leadership, Public Speaking, Sales, Social Networking, PowerPoint, Microsoft Word
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Supply Chain and Information Systems
Northwestern Mutual June 2015 - Present
Skills
PeopleSoft, Visio, Microsoft Office, Project Management, SAP, Customer Service, Oracle Applications, Management, Microsoft Excel, Leadership, Public Speaking, Sales, Social Networking, PowerPoint, Microsoft Word
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Supply Chain and Information Systems
David Drobish's Northwestern Mutual Experience May 2013 - November 2013
Job Talent Acquisition Specialist at Allstate
Industry Human Resources
Experience
Allstate February 2015 - Present
Manpower May 2014 - January 2015
U Combination Technology Inc December 2013 - April 2014
Northwestern Mutual May 2013 - November 2013
Skills
Recruiting, Talent Acquisition, Administration, Communication, Microsoft Office, Social Networking, Finance, Retirement Planning, Disability Insurance, Health Insurance, Retirement, Event Planning, Strategic Planning
Education
Penn State University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Valley Forge Military Academy & College 2004 — 2009
High School
Allstate February 2015 - Present
Manpower May 2014 - January 2015
U Combination Technology Inc December 2013 - April 2014
Northwestern Mutual May 2013 - November 2013
Skills
Recruiting, Talent Acquisition, Administration, Communication, Microsoft Office, Social Networking, Finance, Retirement Planning, Disability Insurance, Health Insurance, Retirement, Event Planning, Strategic Planning
Education
Penn State University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Valley Forge Military Academy & College 2004 — 2009
High School
Dylan Flynn's Northwestern Mutual Experience June 2014 - May 2015
Job Finance Business Partner at TRU Simulation + Training
Industry Aviation & Aerospace
Experience
Textron August 2015 - Present
TRU Simulation + Training August 2015 - Present
Northwestern Mutual June 2014 - May 2015
Skills
Microsoft Excel, Microsoft Word, PowerPoint, IBM SPSS Modeler, Corporate Finance, Data Analysis, Research, Analysis, Finance, Financial Analysis, Risk Management
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance, Minor in Information Systems Management
Monsignor Farrell H.S. 2007 — 2011
High School
Textron August 2015 - Present
TRU Simulation + Training August 2015 - Present
Northwestern Mutual June 2014 - May 2015
Skills
Microsoft Excel, Microsoft Word, PowerPoint, IBM SPSS Modeler, Corporate Finance, Data Analysis, Research, Analysis, Finance, Financial Analysis, Risk Management
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance, Minor in Information Systems Management
Monsignor Farrell H.S. 2007 — 2011
High School
Anthony Molino's Northwestern Mutual Experience May 2014 - November 2014
Job Global Markets Intelligence Analyst at Ipreo
Industry Financial Services
Experience
Ipreo June 2015 - Present
Northwestern Mutual May 2014 - November 2014
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance
Ipreo June 2015 - Present
Northwestern Mutual May 2014 - November 2014
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance
Sean Somers's Northwestern Mutual Experience June 2015 - Present
Job Student at Penn State University
Industry
Experience
Northwestern Mutual June 2015 - Present
Holland Medical Associates February 2011 - June 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Communication, Teamwork, Morale, Persistence, Creative Strategy, Creative Solutions, Uniqueness, Smartphones, Computer Proficiency, Mathematics, Readiness, Reading Comprehension, Quick Witted, Thrive in A Fast-paced..., ethical, Business Intelligence, Student Affairs, well rounded, willingness to learn, Relocation, Public Relations, Public Speaking, Data Analysis, Statistics, Economics, Econometrics
Education
Penn State University 2012 — 2016
Bachelor of Arts (BA), Economics
Central High School Philadelphia, PA 2008 — 2012
Northwestern Mutual June 2015 - Present
Holland Medical Associates February 2011 - June 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Communication, Teamwork, Morale, Persistence, Creative Strategy, Creative Solutions, Uniqueness, Smartphones, Computer Proficiency, Mathematics, Readiness, Reading Comprehension, Quick Witted, Thrive in A Fast-paced..., ethical, Business Intelligence, Student Affairs, well rounded, willingness to learn, Relocation, Public Relations, Public Speaking, Data Analysis, Statistics, Economics, Econometrics
Education
Penn State University 2012 — 2016
Bachelor of Arts (BA), Economics
Central High School Philadelphia, PA 2008 — 2012
Jessica Kappes's Northwestern Mutual Experience September 2014 - Present
Job Office Manager/Financial Advisor Support Team at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2014 - Present
Education
Penn State University
Penn State University
Northwestern Mutual September 2014 - Present
Education
Penn State University
Penn State University
Wells Fargo
Fidelity Investments
U.S. Bank
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank