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
Smith & Nephew Orthopaedics August 2014 - Present
MicroPort Orthopedics Inc. May 2014 - July 2014
Northwestern Mutual January 2014 - May 2014
Luxury Lites March 2012 - February 2014
Texas Heart Institute May 2013 - August 2013
Texas Heart Institute June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Research, Clinical Research, Doppler, Trade Shows, Marketing Strategy, Product Marketing, Stock Market Analysis, Sales Management, Direct Sales, Sales Presentations, Cardiovascular Imaging, Cardiovascular Fitness, Selling Skills, Biology, Organic Chemistry, Physics, Surgery, Photoshop, Windows, English, Teamwork, Management, Medical Devices, Sales, Start-ups, Marketing, Cold Calling, Sales Operations, Investments, Positive Discipline
Education
Baylor University 2010 — 2014
Health Science Studies (Pre-Med) Concentration, Biology/Biological Sciences, General
St. Thomas High School 2006 — 2010
TD Ameritrade July 2013 - June 2015
Northwestern Mutual May 2012 - May 2013
Baylor University August 2009 - May 2013
Skills
Public Speaking, Microsoft Excel, Risk Analysis, Relationship Managment, Alternative Investments, Market Research, Directed Client..., Management, PowerPoint, Investments, Microsoft Office, Research, Microsoft Word, Sales, Marketing, Leadership, Teamwork, Finance, Strategic Planning, Economics, Customer Service
Education
Baylor University - Hankamer School of Business 2009 — 2013
BBA, Economics
Northwestern Mutual July 2015 - Present
Millennium Ambulatory Surgery Center, LLC July 2014 - November 2014
AmeriCorps - Harlem RBI September 2011 - July 2014
Skills
Time Management, Sports Coaching, Microsoft Office, Youth Development, Youth Mentoring, Building Relationships, group management, Management, Editing, Program Development, Teaching
Education
City University of New York-Baruch College 2013 — 2015
Bachelor's Degree, Finance, General
Borough of Manhattan Community College 2010 — 2013
Associate's Degree, Business Administration and Management, General, 3.7
Edward Jones July 2014 - Present
Northwestern Mutual December 2013 - July 2014
Family Heritage December 2010 - December 2013
Volt January 2008 - December 2010
UniFirst Corporation April 2007 - January 2008
The Southwestern Company May 2004 - April 2007
Skills
Full-cycle Recruiting, Internet Recruiting, Sales Management, Direct Sales, Inside Sales, Training & Development, Technical Training, Employee Training, Selling, SDLC, Cold Calling, Sales, Team Management, Training, Leadership, Business Development, Recruiting, Management, Marketing, Strategy
Education
Baylor University
Bachelor of Science (BS)
Northwestern Mutual March 2009 - Present
Veterans Benefits Administration March 2008 - March 2009
Skills
Marketing, Creative Direction, Insurance, Finance, Life Insurance, Securities, Disability Insurance, Retirement Planning, Policy, Microsoft Office, Retirement, Leadership, Fixed Annuities, Team Building, Public Speaking, Strategic Planning, Customer Service, Financial Planning
Education
Baylor University - Hankamer School of Business 2003 — 2007
BBA, Marketing and Human Resource Management
Baylor University
Disrupt0r Labs, LLC July 2015 - Present
Gelfman Blueprint Inc. July 2014 - Present
Wooter June 2014 - Present
Northwestern Mutual May 2013 - September 2014
Skills
Sales, Bitcoin, Entrepreneurship, People Skills, Financial Planning, Capital Markets, Marketing, Leadership, Public Speaking, Microsoft Excel, Personal Finance, Social Media, Research, Teamwork, Data Analysis, Finance, Investments, Portfolio Management, Social Networking
Education
Baruch College 2012 — 2016
Bachelor's Degree, Finance
Staten Island Technical High School 2008 — 2012
High School
US Army February 2014 - Present
Groupon December 2013 - February 2014
TRITON MANUFACTURING CO., INC. January 2013 - November 2013
TRITON MANUFACTURING CO., INC. March 2012 - November 2013
TRITON MANUFACTURING CO., INC. October 2011 - March 2012
Entertainment Cruises Inc. June 2011 - October 2011
Huskies Youth Hockey Club August 2010 - August 2011
Northwestern Mutual December 2010 - April 2011
Richard's Building Supply May 2009 - November 2010
Park District of Oak Lawn June 2005 - August 2007
Skills
Mandarin, Direct Sales, Sales, Research, Leadership, Public Speaking, Social Media, Customer Service, Team Building, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Data Analysis, Forecasting, Spanish, Marketing Strategy, Marketing, Contract Negotiation, Negotiation, Manufacturing, Social Networking
Education
University of Notre Dame 2005 — 2009
Bachelor of Arts, History, Political Science, Mandarin Chinese
Beijing Foreign Studies University 2008 — 2008
Mandarin Chinese
Marist High School 2001 — 2005
Gray Reed & McGraw, P.C. July 2014 - Present
Baylor University June 2013 - May 2014
Northwestern Mutual May 2013 - August 2013
Skills
Leadership, Public Speaking, Political Campaigns, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Friendly Personality, Time Management
Education
Baylor University 2010 — 2014
Bachelor of Business Administration (BBA), Baylor Business Fellows, Economics, Political Science, Philosophy, Cum Laude
Maastricht University 2012 — 2012
Center for European Studies
Northwestern Mutual 2014 - September 2014
Skills
Investments, Financial Analysis, Strategic Financial..., Asset Management, Marketing, Sales, Finance, Leadership, Valuation, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel
Education
Baruch College 2011 — 2014
Finance, General, Bachelor of Business Administration (BBA)
Suffolk County Community College 2009 — 2011
Business, Associate's degree
Arbor Pharmaceuticals September 2015 - Present
Arbor Pharmaceuticals October 2014 - September 2015
State Farm January 2014 - October 2014
Northwestern Mutual October 2010 - January 2014
Baylor University Crew Team November 2008 - November 2009
Skills
Retirement Planning, Strategic Financial..., Financial Analysis, Insurance, Finance, Portfolio Management, Life Insurance, Investments, Fixed Annuities, Wealth Management, Financial Services, Retirement, Risk Management, Health Insurance, Disability Insurance, Leadership
Education
Baylor University - Hankamer School of Business 2006 — 2010
BBA, Risk Management and Insurance, and Real Estate
JCDecaux August 2013 - Present
Vitech Systems Group August 2012 - August 2013
GCE August 2011 - August 2012
Bloomberg LP June 2011 - June 2011
The Council of Urban Professionals Reach Program February 2008 - May 2011
Social Security Administration May 2009 - March 2011
Archdiocese of New York March 2009 - May 2009
Baruch College Alumni Association December 2007 - December 2008
Northwestern Mutual February 2007 - May 2007
Target September 2004 - November 2006
Skills
SQL, TOAD, Software Training, Bengali, Hindi, SOAP, PRISM, Oracle Financials, MS Office Suite, EPS, E2, Notepad++, XML Spy, Federal Budget, Government Contracting, XML, Grant Research, Budgeting, Teamwork, Access, PowerPoint, Word, Excel, Analysis, Databases, Research, Customer Relations, Problem Solving, Administration, Documentation, Public Speaking, Retail, Data Analysis, Financial Management, Event Management, Customer Service, Government, Government Contracts, Government Finance, Microsoft Excel, Government Procurement, Microsoft Word, SoapUI, SDLC, Budgets, Microsoft Office, SharePoint, Software Documentation, Quality Assurance, Business Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
BBA, Finance, 3.67/4.00
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor, Business Administration; Finance and Investment, 3.67
Northwestern Mutual January 2013 - Present
Group Dynamix May 2008 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, SQL, Social Media, Public Speaking, Project Planning, Strategic Planning, Team Building, Critical Thinking, Leadership, Training, Management, Leadership Development, Data Analysis, Outlook, Coaching
Education
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics
Baylor University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Economics
Benefit Quest, Inc. September 2012 - May 2015
Embassy CES July 2010 - September 2012
Dong-il Elementary School September 2008 - February 2010
Northwestern Mutual December 2006 - August 2008
Skills
Teaching English as a..., ESL, Teaching, English, Tutoring, Curriculum Design, Curriculum Development, International Education, Educational Leadership, Higher Education, Adult Education, Classroom
Education
Baruch College 2003 — 2006
Bachelor of Arts (BA), History
Subsurface Consultants & Associates, LLC June 2015 - Present
Subsurface Consultants & Associates, LLC November 2012 - June 2015
Grace Fellowship United Methodist Church February 2012 - September 2012
Northwestern Mutual June 2011 - August 2011
Skills
Leadership, Sales, Recruiting, Customer Service, Upstream, Marketing, QuickBooks, Corporate Finance, Financial Accounting, Payroll, Invoicing, Account Reconciliation, Cold Calling, Personal Finance, Creative Writing
Education
Baylor University 2007 — 2011
Bachelor of Business Administration, Finance
Northwestern Mutual June 2013 - Present
Skills
Marketing Communications, Marketing Strategy, Marketing, Leadership, Event Planning
Education
Baylor University 1993 — 1997
BBA
Markit October 2013 - Present
Amplify Trading July 2013 - August 2013
Northwestern Mutual May 2011 - January 2012
Baylor University Student Publications August 2007 - May 2011
Skills
Social Media, Microsoft Office, Research, Customer Service, Financial Analysis, Event Planning, Facebook, PowerPoint, Public Speaking, Photography, Microsoft Excel, Social Networking, Leadership, Corporate Finance, Accounting, Risk Management, Financial Risk, Business Ethics, Editing, Sales, Management, Analysis, Finance, Time Management, Investments
Education
Hult International Business School 2012 — 2013
Master's degree, International Finance
Baylor University - Hankamer School of Business 2007 — 2011
BBA, Finance; Business-French
Vanguard Temporaries / Westchester November 2012 - Present
N. Cheng & Co., P.C. November 2008 - June 2012
Northwestern Mutual October 2007 - June 2008
Town of Greenwich - Department of Social Services September 2002 - September 2006
East Harlem Council for Human Services November 1990 - June 2002
Skills
Accounting, Financial Accounting, Cost Accounting, Financial Analysis, Financial Reporting, Strategic Financial..., Financial Audits, Internal Audit, Internal Controls, Insurance, Health Insurance, Healthcare Management, Risk Management, Software Project..., ADP Payroll, Benefits Administration, Office Management, Office Administration, Budgets, Management, Data Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.4
Long Island University, C.W. Post Campus 1978 — 1983
Bachelor of Science (BS), Accounting and Finance, 3.0
Northshore School District September 2014 - Present
Northwestern Mutual July 2014 - September 2014
Phil Hillstrom State Farm 2014 - 2014
Lewisville ISD August 2007 - June 2013
Skills
Teaching, Instructional Design, Staff Development, Training, Management, Tutoring, Classroom, Educational Leadership, E-Learning, Lesson Planning, Adult Education, Finance, Higher Education, Instructional Technology, Teacher Training, Public Speaking, Leadership, Microsoft Office, Curriculum Design, Fundraising, Event Planning, Microsoft Excel, Customer Service
Education
Baylor University 2003 — 2007
Bachelor of Science (B.S.), 4th-8th Grade Math Education
Lubbock High School 2001 — 2003
Allegiance Bank Texas January 2015 - Present
Texas Gulf Bank February 2013 - September 2013
First National Bank of McGregor June 2011 - December 2012
Capstone Mechanical June 2010 - June 2011
Northwestern Mutual May 2009 - August 2009
Skills
Excel, Credit Analysis, Credit, Credit Risk, Financial Analysis, Financial Statement..., Loans, Banking, Financial Modeling, Commercial Lending, Commercial Banking, Corporate Finance, Budgets, Analysis, Finance, Microsoft Excel
Education
Baylor University - Hankamer School of Business 2005 — 2010
BBA, Finance
Northwestern Mutual November 2013 - Present
Texada Development Company, LTD January 2013 - Present
Well Aware, Inc. November 2013 - December 2013
People Water September 2012 - May 2013
DiscoverHope Fund May 2012 - August 2012
Education
Baylor University 2008 — 2013
Bachelor of Business Administration (BBA), Finance, Entrepreneurship
Northwestern Mutual May 2015 - August 2015
Royal Oaks Country Club May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Leadership, Management
Education
Baylor University 2012 — 2016
Finance
Chesapeake Energy May 2014 - Present
Chesapeake Energy June 2011 - May 2014
Northwestern Mutual January 2011 - July 2011
Skills
Microsoft Excel, Wealth, Reservoir Engineering, Microsoft Office, Finance, Customer Service, Petroleum, Analysis, Natural Gas, Energy, Oil & Gas, Microsoft Word, PowerPoint, Production Engineering, Aries, Spotfire, ArcMap, GIS, Access
Education
University of Oklahoma 2012 — 2014
Master's degree, Petroleum Engineering
Baylor University 2007 — 2010
B.S., Mathematics, Risk Management and Insurance
LivePerson July 2013 - Present
Alfred Dunner March 2011 - July 2013
Northwestern Mutual May 2006 - March 2011
Skills
Management, Mutual Funds, Strategic Financial..., Financial Analysis, Investments, Insurance, Microsoft Word, Asset Management, Financial Services, SaaS, Financial Planning, Salesforce.com, Finance, Life Insurance, Credit, Retirement Planning, Strategy, Deal Closure, Deal Management, Pricing Modeling, Order and Revenue..., Strategic Pricing and..., Financial Governance, Apttus, Commercial Management, Contract Management, Operations Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
B.B.A., Finance and Investments, Economics
Northwestern Mutual January 2013 - Present
Northwestern Mutual June 2012 - January 2013
Marcus & Millichap January 2012 - April 2012
VOLUNTEER Manhattan Center for Science and Mathematics High School September 2005 - December 2006
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance
Gen II Fund Services, LLC 2015 - Present
Protax Consulting Services Inc January 2015 - April 2015
Baruch Accounting Society September 2012 - August 2014
John Varvatos Enterprises June 2013 - December 2013
EY March 2013 - April 2013
Saks Fifth Avenue April 2011 - February 2013
Northwestern Mutual June 2012 - August 2012
Skills
Accounting, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Research, Teamwork, Social Media, Social Media Marketing, QuickBooks, Time Management, Teaching, Financial Analysis, Finance
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Jefferies September 2014 - November 2014
Haver Analytics April 2013 - September 2014
Northwestern Mutual October 2013 - January 2014
Pace Graduate Finance Club June 2013 - January 2014
Pace Graduate Finance Club January 2013 - June 2013
Carolyn Maloney Campaign August 2012 - November 2012
Eason Wine Liquor June 2009 - July 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Research, Teamwork, Market Research, Financial Modeling, Bloomberg, Industry Research, Bloomberg Terminal, Marketing Strategy, Finance, Management, Economics, Team Leadership, Analysis, Data Analysis, Entrepreneurship, CRM, Valuation, Marketing, Budgets, Leadership, Accounting, Risk Management, Sales
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science (MS), Finance-Investment management, 3.6
Baruch College 2009 — 2010
Certificate
Coach July 2015 - Present
High 5 Games March 2014 - July 2015
Northwestern Mutual October 2013 - January 2014
Yokohama Asian Fusion July 2007 - October 2013
Skills
Human Resources..., Recruiting, Time Management, Onboarding, Records Management, Social Media, Event Planning, Social Networking, Organization Skills, Research, Detail Oriented, Outlook, Communication, Data Entry, Team Building, Employee Training, FMLA, Employee Relations
Education
City University of New York-Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management
BBVA Compass July 2015 - Present
Northwestern Mutual May 2014 - August 2014
Skills
PowerPoint, Access, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, English, Research, Windows, Outlook, Photoshop, HTML, Financial Analysis, Financial Risk, Financial Accounting, Microeconomics, Stock Market, Stock Trading, Portfolio Management, Life Insurance, Taxation of Trusts, Finance, Strategic Financial..., Investments, Risk Management
Education
Baylor University - Hankamer School of Business 2011 — 2015
Bachelor's Degree, Finance
Northwestern Mutual September 2011 - March 2012
Republic of Korea Marine Corps February 2006 - February 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Teamwork, Social Media, Customer Service, Public Speaking, Facebook, Access
Education
City University of New York-Baruch College 2011 — 2014
Bachelor’s Degree, Finance, General, 3.07/4.0
Wake Forest University September 2010 - May 2015
Northwestern Mutual August 2014 - November 2014
Chinese Student and Scholar Association AT WFU November 2010 - August 2013
Baishan Shuanglong Commercial and Trade Co., Ltd June 2008 - August 2008
Skills
Microscopy, Matlab, AFM, Microsoft Office, Data Analysis, Research, PowerPoint, Mandarin, Microsoft Excel, Tissue Culture, Protein Expression, Cell Culture, Molecular Cloning, Spectroscopy, Statistics, Finance
Education
Wake Forest University School of Business 2015 — 2016
Master’s Degree, Accounting
Wake Forest University 2010 — 2015
Doctor of Philosophy (Ph.D.), Physics
Beijing Jiaotong University 2006 — 2010
Bachelor's Degree, Optical Information Science and Technology, 3.5/4.0
solemare April 2012 - Present
Jacob A. Riis Neighborhood Settlement House December 2011 - Present
Northwestern Mutual January 2010 - May 2010
Skills
Retirement Planning, Long Term Care Insurance, Disability Insurance, Retirement, Life Insurance, Strategic Financial..., Life & Health Insurance...
Education
City University of New York-Hunter College 2009 — 2010
Translation and Interpreting, Spanish, English
City University of New York-Baruch College 2005 — 2008
none, Finance
Utley Home November 2013 - Present
Creme de la Creme March 2013 - November 2013
Northwestern Mutual May 2012 - February 2013
Piper Center for Family Studies and Child Development May 2011 - May 2012
Zavala Family October 2009 - April 2011
Creme de la Creme Child Development Center February 2008 - October 2009
Texas Department of Family and Protective Services May 2007 - February 2008
Skills
Customer Service, Microsoft Office, Outlook, Microsoft Excel
Education
Baylor University 2003 — 2007
BSFCS, Child and Family Studies
Markit February 2013 - Present
Open Field Capital September 2011 - June 2012
Ascend Global Investment July 2011 - August 2011
Northwestern Mutual June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Access, C++, Delphi, VBA, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2015 — 2018
Master’s Degree, MS, Financial Engineering
New York University 2010 — 2013
Bachelor of Science (B.S.), Finance, General
New York University - Leonard N. Stern School of Business 2010 — 2013
Bachelor of Science, Finance & Information System
The Ohio State University 2009 — 2010
Bachelor of Science (BS), Finance & Mathematics
Fuzhou No.3 High School
3rd Millennium Classrooms June 2005 - Present
Northwestern Mutual May 2008 - July 2008
Skills
Microsoft Office, Research, Excel, Customer Service, Writing, PowerPoint, Photoshop, Macromedia Director, Quickbooks, Conversational Spanish, Conversational Egyptian...
Education
Baylor University 2004 — 2008
Bachelor of Arts (B.A.), International Studies, 3.26
The American University in Cairo 2007 — 2007
Study Abroad, Arabic
Baylor College of Medicine February 2015 - Present
Northwestern Mutual 2012 - Present
QMedRX May 2013 - May 2015
University of Alabama August 2012 - May 2013
DCH Regional Medical Center April 2011 - April 2011
Pine Cove May 2010 - July 2010
Skills
Time Management, Non-profits, Healthcare, Leadership, Research, Nonprofits, Hospitals
Education
Baylor College of Medicine 2015 — 2017
Master of Orthotics and Prosthetics
University of Alabama 2009 — 2013
Medical Marketing, 3.1
Kim Rozell Makeup Designs May 2014 - December 2014
Northwestern Mutual January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Social Media, Public Speaking, Teamwork, Research, Photoshop, Marketing, Event Planning, Insurance, Time Management
Education
Baylor University 2009 — 2013
Marketing
The Covenant School Dallas 2002 — 2009
GEICO January 2015 - Present
XpresSpa April 2014 - October 2014
Citi September 2013 - April 2014
Travelex June 2006 - September 2013
Travelex September 2006 - June 2012
Northwestern Mutual June 2011 - September 2011
Skills
Excel, Business Analysis, Needs Analysis, Investments, Mutual Funds, Foreign Currency, Sales Management, Operational Excellence, Inventory Management, Analysis, Insurance, Account Management, Customer Service, Marketing Strategy, Team Building, Outlook, Microsoft Word, Microsoft Office, Spreadsheets, Retail, New Business Development, Time Management, Relationship Management, Management, Financial Analysis, Banking
Education
Baruch College, City University of New York (CUNY) 2008 — 2013
BBA, International Business
Baylor University August 2015 - Present
Young America's Foundation June 2014 - April 2015
Harris Media LLC 2015 - 2015
Office of U.S. Senator Marco Rubio May 2013 - May 2014
The Paradise Fund October 2012 - May 2013
Office of U.S. Representative Allen West May 2012 - December 2012
Northwestern Mutual May 2012 - August 2012
Skills
Insurance, Retirement Planning, PowerPoint, Customer Service, Microsoft Office, Strategic Financial..., Investments, Fixed Annuities, Microsoft Word, Public Speaking, Wealth Accumulation, Fundraising, Wealth Management, Microsoft Excel, Financial Analysis, Long-term Care, Series 7, Disability Insurance, Event Planning, Political Philosophy, Strategic Planning, Finance, Series 63, Legislative Relations, Public Relations, Leadership, Volunteer Management, Nonprofits, Spanish, Awesomeness
Education
Baylor University 2015 — 2017
Master’s Degree, Journalism
Palm Beach Atlantic University 2010 — 2014
Bachelor’s Degree, Finance
Dexter Public High School 2006 — 2010
Diploma
Woodrow Wilson National Fellowship Foundation March 2012 - Present
Northwestern Mutual May 2010 - October 2011
Middletown Board of Education April 2002 - July 2010
Julius Baer June 1994 - December 1999
Salomon Brothers March 1990 - June 1994
Miller Advertising September 1987 - March 1990
Marriott International 1984 - 1987
The Panorama Club, 1500 Locust 1981 - 1984
Education
Baruch College 1992 — 1993
Hofstra University 1983 — 1987
BBA
Northwestern Mutual July 2011 - Present
MSI Inc April 2007 - November 2010
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor's degree, Operations Management
Magnolia Realty December 2014 - Present
Baylor University August 2012 - Present
Baylor University May 2009 - Present
Common Grounds Waco January 2014 - November 2014
Northwestern Mutual 2013 - 2013
The Peabody Memphis October 2011 - August 2012
Southwestern Advantage September 2010 - August 2011
Southwestern Advantage November 2009 - August 2010
Skills
Public Speaking, PowerPoint, Leadership, Time Management, Social Media, Research, Social Networking, Microsoft Office, Microsoft Excel, Microsoft Word, Sales
Education
Baylor University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Economics
Southwest Tennessee Community College 2012 — 2012
Emergency Medical Technician-IV Certification
Northwestern Mutual May 2013 - Present
Campisi's Restaurants June 2012 - May 2013
Camp Longhorn June 2011 - July 2011
Northwestern Mutual Financial Network June 2010 - December 2010
Skills
Sales, Recruiting, Communication, Microsoft Excel, Goal Setting, Goal Oriented, Organization, Capital & Expense..., Portfolio Performance..., Portfolio Optimization, Leadership, Insurance, Investments, Finance, Financial Analysis, Strategic Financial..., Bookkeeping, PowerPoint, Data Entry, Accounting, Retirement Planning, Banking, Access
Education
Baylor University 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Baylor University 2010 — 2012
BBA, Finance
Northwestern Mutual December 2014 - Present
Spavo Financial Group July 2014 - Present
Chapdelaine & Co. May 2013 - February 2014
Commerzbank AG July 2010 - December 2012
Natixis August 2008 - July 2010
Bear Stearns February 2004 - August 2008
HSBC January 1995 - January 2002
Westpac January 1989 - December 1994
UBS 1984 - 1988
BNY Mellon 1978 - 1984
Skills
FX Options, Fixed Income, Capital Markets, Trading, Trading Systems, Electronic Trading, Hedge Funds, Currency, FX trading, Commodity, Risk Management, Foreign Exchange, Fixed Asset Management, E-commerce, Equity Trading, equity options, ETFs, Credit, Financial Markets, Derivatives, FX Trading, Options
Education
Baruch College, City University of New York (CUNY) 1974 — 1978
B.A., Finance, Economics
FDR High School, Brooklyn, New York
All Saints' Episcopal School August 2014 - Present
All Saints' Episcopal School January 2013 - July 2014
Northwestern Mutual August 2011 - November 2012
Mouser Electronics August 2010 - July 2011
Skills
Recruiting, Social Media Marketing, Online Marketing..., Online Advertising, Marketing, Public Speaking, Interviews, Conversion Optimization, Search Advertising, Landing Page..., Academic Achievement, Training, Resume Writing, Customer Service, Facebook, Email Marketing, Coaching, Social Networking, Leadership, Fundraising, Leadership Development, Team Building, Event Planning, College Recruiting, Research, Social Media, Google Analytics, Public Relations, Management, Time Management, Volunteer Management, Staff Development, Sales, Marketing Communications, Nonprofits, Editing, Access, PowerPoint
Education
Baylor University 2006 — 2010
BA, Speech Communication
AXA Advisors with Pillar Group August 2012 - Present
UBS Wealth Management February 2012 - May 2012
Dress Empire April 2011 - December 2011
Northwestern Mutual February 2011 - April 2011
The Quest Organization February 2010 - August 2010
LaGuardia Community College Student Financial Services March 2008 - November 2009
Skills
Bloomberg, Spreadsheets, Hedge Funds, Research, Office Management, Lotus Notes, Administrative..., Asset Managment, Bloomberg Terminal
Education
Baruch College 2008 — 2012
Bachelors of Business Administration, Finance and Investments, 3.44
Laguardia Community College 2005 — 2008
Associates of Arts, Liberal Arts: Social Sciences and Humanities
Northwestern Mutual August 1999 - Present
Noran Instruments September 1994 - November 1998
SYSCO Foods February 1992 - September 1994
Baker Hughes January 1989 - December 1991
Price Waterhouse January 1987 - December 1988
Skills
Long Term Care, Estate Planning, Annuities, Disability Insurance, Investments, Retirement Planning, Financial Planning, Life Insurance, Mutual Funds, Term Life Insurance, Fixed Annuities, 401k, Employee Benefits, Strategic Planning, Financial Services, IRAs, Strategic Financial..., Portfolio Management, Long Term Care Insurance, Long-term Care, Asset Management, Retirement, Financial Analysis, Succession Planning, Securities, Financial Planners, Insurance, Finance, Mortgage Lending, Health Insurance, Wealth Accumulation, Wealth Management
Education
Baylor University 1982 — 1986
BBA, Accounting
Baylor University - Hankamer School of Business 1982 — 1986
Northwestern Mutual August 2013 - Present
Skills
Financial Services, Insurance, Life Insurance, Disability Insurance, Personal Financial..., Fixed Annuities, Long Term Care Insurance, Education Funding, Wealth Accumulation, Retirement Planning, Financial Analysis, Microsoft Office, Microsoft Excel, Public Speaking, Leadership, Marketing, Retirement, Management, Social Networking
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Sayville High School 2002 — 2006
ADP July 2013 - Present
ADP July 2003 - July 2013
Northwestern Mutual January 2000 - July 2003
Skills
Solution Selling, Sales Process, Salesforce.com, Cold Calling, Account Management, ADP Payroll, SaaS, Employee Benefits, Direct Sales, Recruiting, Benefits Administration, Insurance, Sales Presentations, Sales, Time & Attendance, Management, PEO
Education
Baylor University - Hankamer School of Business 1996 — 1999
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Wealth Advisory Group LLC February 2015 - Present
Northwestern Mutual December 2007 - April 2014
American Express July 2004 - August 2006
Skills
Administrative..., Outlook, Office Management, Customer Service, Microsoft Excel, Lotus Notes, Microsoft Office, Spreadsheets, Data Entry, Microsoft Word, PowerPoint, Access, Office Administration, Administrative..., Management, Event Planning
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Business Graphpic Communications, Business Administration and Management, General
Cornell School of Business 2005 — 2005
Career Blazers
Certification, PC Specialist
Bit9 + Carbon Black September 2014 - Present
Bit9 September 2013 - September 2014
Omgeo July 2012 - August 2013
Northwestern Mutual August 2011 - December 2011
Skills
Insurance, Salesforce.com, Investments, Finance, Financial Services, Microsoft Excel, Microsoft Office, Business Analysis, Sales Management, Business Development, SaaS, CRM, Account Management, Enterprise Software, Security, Leadership, Sales, Solution Selling, Territory Management, Presentation Skills, Qualifying Prospects, Thought Leadership
Education
Bates College 2007 — 2011
Bachelor of Arts (B.A.), Sociology, Spanish
Concord-Carlisle High School 2003 — 2007
Northwestern Mutual Sales ConsultantPaychex2007 - 2009
The Southwestern Company 2001 - 2005
Education
Baylor University 2000 — 2004
BBA, Marketing and Management
CPA.com May 2015 - Present
Euromoney Institutional Investor February 2011 - May 2015
Crispdeals.com October 2010 - February 2011
Ryko Records (Warner Music Group) January 2010 - August 2010
Northwestern Mutual March 2009 - January 2010
Skills
Email Marketing, Direct Mail, Marketing Strategy, Integrated Marketing, Digital Marketing, Online Advertising, Marketing Communications, Social Media, Marketing, Social Media Marketing, B2B Marketing, Management, Event Planning, Strategy, Publishing, Direct Marketing, Budgets, Lead Generation, Corporate Communications, Google Adwords, Web Marketing, Online Marketing
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Yonsei University
Northwestern Mutual June 2013 - Present
Skills
Financial Services, Financial Planning, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Group Insurance, Communication, Strategic Planning, Leadership, Finance, Sales, Marketing, Social Media, Financial Analysis, Customer Service, Team Building, Public Speaking, Retirement Planning
Education
Baylor University 1997 — 2001
Northwestern Mutual December 2014 - March 2015
HANYS Benefit Services June 2003 - July 2014
UBS PaineWebber 1995 - 2003
UBS Painewebber 1992 - 1995
First Albany Corporation 1989 - 1992
Skills
Retirement Plan..., Retirement Planning, 401k, Investments, Benefits Administration, Retirement, Mutual Funds, Series 63, Pensions, Investment Advisory, Series 7, Strategic Financial..., Strategic Planning, Sales, Investment Strategies, Healthcare Information..., Financial Planning, Finance, Management, Customer Service, Leadership
Education
Baruch College 1985 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
APB Financial Group, LLC February 2012 - February 2013
Northwestern Mutual August 2010 - January 2011
Education
Baruch College, City University of New York (CUNY)
Finance, Finance
Northwestern Mutual September 2011 - Present
Chinese interior design company September 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, AutoCAD
Education
Borough of Manhattan Community College 2012 — 2016
Associate of Arts and Sciences (A.A.S.), finance and banking, 3.7
Baruch College, City University of New York (CUNY)
Stitchman inc September 2010 - Present
Winged Keel Group September 2009 - January 2010
Northwestern Mutual April 2009 - September 2009
Northwestern Mutual June 2008 - August 2008
ROI Group September 2007 - January 2008
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
BBA, Finance & Investments
University of Bridgeport 2004 — 2005
BS, International Business
Sleepy's, The Mattress Professionals June 2012 - Present
Northwestern Mutual January 2011 - June 2012
Skills
Oracle E-Business Suite, Salesforce.com, Cloud Computing, Technology Integration, PL/SQL, Project Management, Data Migration, Oracle Applications, Process Improvement, IT Strategy, Microsoft Office, Salesforce.com..., Cloud Marketing, Business Intelligence, Informatica, Data Integrity, Information Technology, CMS, CRM, Strategic Planning, Critical Thinking, Finance, Mobile Integration, Email Marketing, Information Security, Quality Assurance, Financial Analysis, SQL Navigator, Supply Chain Management, Oracle Financials, Toad, Oracle Report Builder, Okta, Leadership, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor of Business Administration, Finance and Investments
Nassau Community College 2006 — 2008
A.A., Economics/Finance
Emersons Commercial Management US, LLC June 2014 - Present
Northwestern Mutual July 2013 - June 2014
Baylor University August 2011 - May 2013
Wagon Wheel Ranch January 2006 - August 2009
Skills
Real Estate, Commercial Real Estate, Real Estate Transactions, Networking, Risk Management, Sales, Research, Microsoft Office, Microsoft Word, Financial Services, Wealth Accumulation..., Event Planning, Social Media, Microsoft Excel, Fundraising, Student Affairs, Strategic Financial..., Tax Efficiency, Time Management, Access, Real Estate License
Education
Baylor University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Real Estate and Marketing
FIJI at Baylor
Rockwall Heath High School
SGN Group March 2015 - Present
Northwestern Mutual October 2014 - January 2015
Diamonds International December 2013 - October 2014
Diamonds International October 2012 - 2014
P.S. 303Q- The Academy for Excellence Through the Arts September 2010 - June 2011
City University of New York 2011 - 2011
Skills
Human Resources, ADP ezLaborManager, ADP Payroll, Management, Sourcing, Interviews, Team Management, Recruiting, Team Building, Creative Problem Solving, Team Leadership, Project Coordination, Strategic Sourcing, Retail, Microsoft Word, Strategic Planning, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Sales, Inventory Management, Customer Service, Contract Negotiation, Advertising, Procurement, Forecasting, Supply Chain, Supply Chain Management, Cost Management, Budgets, Purchasing, Social Media, Employee Relations, Negotiation, Public Speaking, Talent Acquisition, Hiring, Onboarding, Employee Training, Applicant Tracking..., Social Networking
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Bachelor's Degree, Human Resources Management, 3.1
Queen's College 2010 — 2011
Laguardia Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Early Childhood Education and Teaching, k-5
Fleur de Lis Energy, L.L.C. March 2015 - Present
Crowe Horwath LLP June 2012 - March 2015
Group Dynamix June 2010 - August 2011
Northwestern Mutual June 2009 - August 2009
Skills
Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley, Management
Education
Baylor University 2007 — 2012
Bachelor of Business Administration (BBA), Accounting
National Oilwell Varco February 2015 - Present
National Oilwell Varco November 2014 - February 2015
Tidewater Marine February 2013 - November 2014
Northwestern Mutual June 2011 - February 2013
Skills
Marketing Materials, Event Management, Event Planning, Market Planning, Social Media, HR Policies, Strategic HR, HR Software, HR Project Management, Recruiting, Organizational..., Employee Benefits, Fundraising, Facebook, Marketing, Public Relations, Social Media Marketing, Marketing Communications, Market Research, Human Resources, Sales, Leadership, Microsoft Office, Public Speaking
Education
Baylor University 2006 — 2010
BA, Speech Communication, Business Administration
JPMorgan Chase July 2011 - July 2013
Northwestern Mutual January 2010 - April 2011
FGI Finance October 2008 - December 2008
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
Finance
Oracle July 2015 - Present
Northwestern Mutual 2014 - 2015
Skills
Social Media, Public Speaking, Research, Facebook, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Leadership, Teamwork, Critical Thinking, Photoshop, Customer Service, Editing
Education
Baylor University 2011 — 2015
Bachelor of Business Administration (BBA), Brand Engagement and Promotion
Valor Christian High School 2009 — 2011
TriNet May 2015 - Present
ADP August 2013 - May 2015
Northwestern Mutual March 2012 - August 2013
TPN June 2011 - December 2011
Skills
Leadership, Public Relations, Financial Modeling, Recruiting, Finance, SEM, Insurance, Strategic Financial..., Investments, 401k, Accounting, Analysis, Business Planning, Contract Negotiation, Data Analysis, Entrepreneurship, Fixed Annuities, Forecasting, Human Resources, Lead Generation, Management Consulting, Mergers & Acquisitions, Mutual Funds, Real Estate, Retirement Planning, Risk Management, Selling, Start-ups, Time Management, Series 7, Sales, Management, Marketing, Customer Service, Account Management, Cold Calling, Microsoft Office, Social Media
Education
Baylor University - Hankamer School of Business 2005 — 2010
BBA, Marketing
Prestonwood Christian Academy 2001 — 2005
Law Offices of Alla Kachan, P.C. January 2012 - Present
Sher & Associates March 2014 - January 2015
Northwestern Mutual March 2014 - May 2014
Flavour Inc. September 2010 - September 2011
Coney Island Hospital June 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Legal Writing, Microsoft Word, Research, Public Speaking, Accounting, Legal Research, Intellectual Property, Bankruptcy, Outlook, Teamwork, Spreadsheets, Negotiation, Finance, Leadership, Legal Assistance, Courts, Social Networking, Social Media, Financial Accounting, Management, Filing, Income Tax, Communication, Taxations
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master’s Degree, Taxation, First Semester
City University of New York-Baruch College 2012 — 2015
Bachelor's Degree, Accounting
City University of New York-Hunter College 2011 — 2012
Liberty Mutual Insurance June 2015 - Present
Northwestern Mutual May 2014 - September 2014
Travelers January 2014 - January 2014
Aetna December 2013 - December 2013
PAR Real Estate Company June 2013 - August 2013
Skills
Team Leadership, Sales, Finance, Microsoft Excel, PowerPoint, Social Media, Teamwork, Research, Leadership, Insurance, Data Analysis
Education
Bates College 2011 — 2015
Bachelor of Arts (BA), Economics
National University of Ireland
Conard High School 2007 — 2011
Northwestern Mutual January 2015 - Present
Freedom First Fireworks, LLC December 2010 - December 2014
Skills
Merchandising, Store Management, Customer Service, Inventory Management, Retail, Team Building
Education
Bauder College 1989 — 1990
Merchandising and Buying Operations
Capital One October 2013 - Present
Comerica Bank June 2013 - October 2013
Comerica Bank February 2010 - June 2013
Northwestern Mutual May 2008 - January 2009
Cotton Bowl Association December 2006 - January 2009
Gap Inc May 2007 - August 2007
Skills
Proficient with MS..., Effective researcher of..., Amateur racecar driver, Finance, Financial Analysis, Sales, Series 63, Credit, Business Strategy, Banking, Underwriting, Analysis, Commercial Banking, Commercial Lending, Loans, Risk Management
Education
Baylor University - Hankamer School of Business 2005 — 2009
BBA, Finance, Economics
Northwestern Mutual June 2015 - Present
Collegiate Association of Women In Business September 2014 - Present
Radaka Group June 2014 - Present
L Brands October 2014 - December 2014
Imanico Tax & Financial Services January 2014 - April 2014
Macy's Herald Square (New York, NY) October 2013 - January 2014
Digicel Haiti September 2010 - June 2012
Digicel Haiti June 2010 - August 2010
Digicel Haiti July 2008 - May 2010
Digicel Haiti December 2006 - June 2008
Skills
Customer Service, Microsoft Office, Management, Sales, Business Strategy, Microsoft Excel, Telecommunications, Marketing Strategy, Product Marketing, Leadership, Project Planning, Public Speaking, Teamwork, Public Relations, Project Management, Team Management, Account Management, Research, New Business Development, Negotiation, Program Management, Product Management, Budgets, Mobile Devices, Financial Analysis, Business Development, Product Development, Business Analysis, Finance, Marketing Communications, Fundraising, Accounting, Social Media
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Bachelor of Business Administration (BBA), Finance & Investment
Académie de Formation et de Perfectionnement des Cadres (AFPEC) 2011 — 2012
Certificate, Public Communication, Diplomatic & Consular Services, Protocol & Etiquette
Institut des Hautes Etudes Commerciales et Economiques (IHECE) 2006 — 2010
Bachelor's degree, Business Administration and Management, General
Northwestern Mutual March 2014 - July 2015
Texas A&M University March 2007 - April 2014
Stover Restaurants Inc. February 2010 - February 2014
Matrix Software DBA Agency Systems August 2004 - December 2006
State Farm Insurance - Agent John Kirk July 2001 - February 2003
Talbots January 1996 - June 2000
Skills
Event Planning, Excel, Research, Word, Customer Service, Illustrator, Photoshop, Catering, Purchasing, Microsoft Excel, Microsoft Word, Public Relations, Teaching, Training, Management, Leadership, Staff Development, Sales, Marketing, Microsoft Office, Public Speaking, Strategic Planning
Education
Baylor University 1992 — 1997
Bachelor of Science in Family and Consumer Sciences, Fashion Merchandise
Bizfi April 2015 - Present
Northwestern Mutual February 2014 - January 2015
InnerHarbor Advisors September 2012 - May 2013
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Management, Financial Reporting, Microsoft Word, Teamwork, Customer Service, Risk Management, Corporate Finance, Strategic Financial..., Asset Protection, Loan Servicing
Education
New York University 2015 — 2017
Master of Science (MS), Project Management
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Finance
Northwestern Mutual October 2007 - May 2008
American Express September 2004 - April 2005
Skills
Social Media, Microsoft Office, People Skills, Office Skills, Marketing Communications, Managing Database, Project Management, Target Marketing, Market Research, Social Media Marketing, Advertising, Marketing Strategy, Digital Marketing
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Northwestern Mutual June 2015 - June 2015
Education
Dallas Baptist University 2015 — 2017
Bachelor of Business Administration (BBA), Finance, General, 3.5
Baylor University 2013 — 2014
3.0
Northwestern Mutual August 2013 - Present
Christian Brothers Automotive Corporation September 2010 - July 2013
The Dwyer Group January 2010 - May 2010
The Dwyer Group March 2008 - February 2010
The Dwyer Group September 2006 - March 2008
Park Studies, Inc. June 2005 - July 2006
Skills
Franchising, Market Planning, Social Media, SEM, B2B Marketing, Marketing Research, Graphic Design, Franchise Relations, Website Development, Creative Development, Email Marketing, Social Media Marketing, Advertising, Marketing Strategy, Online Marketing, Marketing Communications, Public Relations, Marketing Management, PPC, Media Relations, Strategic Planning, Event Planning, Direct Marketing, Corporate Communications, Copywriting, Budgeting, Brand Development, Marketing, Strategy, Digital Strategy, Digital Media, SEO, Brand Management, Facebook
Education
Baylor University 2002 — 2006
BA, Journalism, Environmental Studies
First Republic Bank July 2015 - Present
First Republic Bank April 2013 - July 2015
First Republic Bank January 2011 - March 2013
Wachovia, A Wells Fargo Company November 2009 - December 2010
Wachovia, A Wells Fargo Company May 2009 - October 2009
Northwestern Mutual June 2007 - November 2008
Skills
Banking, Business Development, CRM, Credit Analysis, Loans, Credit, Financial Analysis, Strategic Financial..., Team Management, Microsoft Office, Microsoft Excel, PowerPoint, Technology, Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Real Estate
Manhattanville College 2004 — 2008
B.A. In Business Administration, Finance, Economics, Accounting
BNY Mellon November 2014 - Present
JPMorgan Chase November 2013 - November 2014
Northwestern Mutual May 2009 - October 2013
Education
Baylor University 2005 — 2009
Bachelors of Business Administration, Finance and Economics
Baylor University - Hankamer School of Business 2005 — 2009
BBA, Finance, Economics
Practice Makes Perfect May 2015 - Present
Joe's Music and Dance Academy June 2005 - Present
Major Music International Corporation (Non-for-profit) September 2009 - Present
Capital One January 2013 - May 2015
Northwestern Mutual January 2012 - November 2012
Skills
Music Education, Microsoft Office, Music Theory, Journalism, Music Instruction, NYS Notary Public, Life, Accident & Health...
Education
Baruch College 2010 — 2012
BBA, Finance and Investments
Queens College 2008 — 2010
Northwestern Mutual 2011 - Present
Disneyland Resort October 2007 - October 2010
FAO Schwarz 2006 - 2007
FAO Schwarz 2002 - 2004
Skills
Operations Management, Strategic Planning, Strategic Financial..., Recruiting, Regulatory Compliance, Human Resources, Hiring, Client Services, Resource Allocation, Customer Service, Schedule Coordination, Professional Development, Team Leadership, Staff Training, Financial Analysis, Public Speaking, Leadership, Sales, Time Management, Outlook, Team Building, Investments, Account Management, Insurance, Marketing, Finance, Event Planning, Long-term Care, Social Media, Social Networking, Life Insurance, Series 7, Promotions, Microsoft Excel, PowerPoint, Data Entry, Microsoft Word, Microsoft Office
Education
Baylor University 1998 — 2002
BA, Political Science
Arena Football League February 2015 - Present
The Sun Conference June 2014 - Present
Northwestern Mutual February 2015 - July 2015
Fidelity National Financial February 2009 - February 2015
NFOA 2010 - 2015
Greenberg & Stein, P.C. February 2007 - October 2007
Zavatsky, Mendelsohn, Gross, Savino & Levy, LLP September 2006 - February 2007
U.S. Customs and Border Protection February 2000 - May 2006
Skills
Westlaw, Liability, Civil Litigation, Mediation, Legal Writing, Litigation Management, Depositions, Title Insurance, Negotiation, Claim, Litigation, Legal Research, Real Estate
Education
Pace University School of Law 2002 — 2006
Juris Doctor
Baruch College 1998 — 2002
Bachelor of Arts, Psychology
Northwestern Mutual June 2014 - Present
Staten Island Interclub Swim League July 2010 - August 2014
MetLife March 2013 - May 2014
Richmond Aquatics Club September 2010 - December 2013
St. Peters Boy's High School September 2009 - February 2013
John Tapinis & Associates May 2012 - September 2012
Jewish Community Center, Aquatics Division, SI, NY May 2010 - September 2012
Skills
Wealth Management, Strategic Financial..., Risk Management, Leadership, Estate Planning, Financial Planning, Swimming, Investments, Public Speaking, Social Networking, Management, Social Media, Teamwork
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Finance, General
Seneca November 2014 - Present
Brightwell Payments, Inc May 2013 - July 2014
Global Financial Aid Services, Inc August 2012 - April 2013
Jackson Healthcare January 2012 - July 2012
Northwestern Mutual Life May 2008 - January 2012
Northwestern Mutual May 2008 - July 2009
First Baptist Church Waco January 2007 - May 2009
Skills
Customer Service, Sales, Finance, Financial Analysis, PowerPoint, Cold Calling, Microsoft Office, Teaching, Mutual Funds, Financial Modeling, Microsoft Excel, Public Speaking, Marketing, Retirement Planning, Account Management, Accounting, Insurance, Strategic Financial..., New Business Development, Sales Management, Strategic Planning, Forecasting, Business Development, Leadership, Recruiting, Salesforce.com, Management
Education
Baylor University 2005 — 2009
BBA, Media Business
Baylor University - Hankamer School of Business 2005 — 2009
BBA, Media Business
Northwestern Mutual April 2014 - Present
The 410 Bridge May 2012 - August 2012
Skills
Retirement Planning, Life Insurance, Insurance, Risk Management, Financial Services, Employee Benefits, Customer Service, Social Media, Leadership, Team Building
Education
University of North Texas 2000 — 2014
Baylor University 2009 — 2010
Northwestern Mutual October 2014 - Present
Hampton Coffee Company April 2010 - August 2014
Dean & Deluca February 2013 - May 2013
Bridgehampton National Bank March 2012 - April 2012
Skills
Proficient with..., Ability to think..., Strong analytical skills, Adaptable to fast-paced..., Attentive to detail, Neat and organized, Active listener, Critical Thinking, Fluent in Spanish, Technology savvy, Efficient web user, Coordination, Management, Teamwork, Microsoft Word, Time Management, Leadership, Microsoft Excel, PowerPoint, Customer Service, Communication, Team Leadership, Account Reconciliation, Research, Outlook, Social Networking, Data Entry, Analysis, Investments, Social Media, Employee Training, Telephone Skills, Project Management, Facebook, Sales, Financial Analysis, Finance, Market Research
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Southampton High School 2008 — 2012
Mereaux Wealth Strategies, LLC February 2015 - Present
JDG Wealth Management Group, LLC May 2011 - February 2015
AXA Advisors July 2009 - April 2011
Northwestern Mutual May 2008 - March 2009
Skills
Strategic Financial..., Estate Planning, Asset Managment, Retirement Planning, Financial Advisory, Financial Analysis, Personal Tax Planning, Business Tax Planning, Finance
Education
Baylor University - Hankamer School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Northwestern Mutual February 2015 - Present
Escape salon & Day Spa August 2014 - Present
Bay State College 2012 - 2014
Skills
Personal Financial..., Financial Risk..., Financial Management..., Personal Finance, Finance, Insurance, Life Insurance, Permanent Life Insurance, Term Life Insurance, Disability Insurance, Accident Insurance, Variable Annuities, Fixed Annuities, Endowments, Mutual Funds, Endowment Funds, Management, Research, Market Research, Report Writing, Interpersonal..., Mac OS, Accounting
Education
Bay State College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Bay State College 2012 — 2015
Finance and Financial Management Services
Northwestern Mutual June 2014 - Present
Enterprise Rent-A-Car July 2013 - January 2014
Denver Broncos April 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Social Media, Management, Team Leadership
Education
Baylor University 2007 — 2012
Bachelor of Arts (B.A.), Speech Communication
Clements High School 2003 — 2007
Lagardère Unlimited June 2014 - Present
Haymaker - Partnership and Property Marketing November 2013 - May 2014
Southern Methodist University July 2013 - December 2013
The Richards Group July 2013 - November 2013
Diamondhead Land Services December 2012 - April 2013
Southern Tide May 2010 - January 2013
Brazos River Ventures May 2012 - August 2012
Baylor University August 2010 - December 2011
Northwestern Mutual June 2011 - August 2011
SellMark Corporation May 2010 - August 2010
Skills
Marketing, Market Research, Event Planning, Press Releases, Sales, Recruiting, Sports Marketing, Project Management, Sports Management, Business Development, Brand Management, Facebook, Social Networking, Customer Service, Advertising, Public Relations, Sponsorship, Data Analysis, Event Management, Leadership, Marketing Research, Time Management, Retail, Sponsorship Valuations, Account Management, Sports Media, Competitive Analysis, Promotions, Social Media Marketing, Sports Writing, Financial Services, Qualtrics, Communication Skills, Life Insurance, Insurance Brokerage, SharePoint, Media Relations
Education
Southern Methodist University 2013 — 2014
Master's degree, Sport Management
Baylor University - Hankamer School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Economics and Marketing
Mansfield Summit High School 2005 — 2009
High School Diploma
Higginbotham March 2015 - Present
The Rudd Company October 2014 - January 2015
Northwestern Mutual June 2013 - September 2014
Northwestern Mutual June 2013 - September 2013
Skills
Highly Organized &..., Microsoft Office, Financials, Works well in a team, Sales Motivation, Solid Presentation..., Friendly Personality, Highly motivated..., Creativity, Planning Advice, Accounts..., Leadership, Non-profit Finance, Financial Analysis, Budget Estimating, Budget Monitoring, Budget Reconciliation, Make/Buy Decisions, Finance, Critical Thinking, Series 63, Interpersonal...
Education
Baylor University 2009 — 2013
Bachelor of Business Administration (BBA), Financial Services and Planning, Marketing
Baylor University - Hankamer School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Financial Services and Planning, Marketing
Godley High School 2005 — 2009
Northwestern Mutual October 2013 - March 2015
Northwestern Mutual August 2010 - October 2013
A Plus Garment Corporation December 2007 - January 2010
Eternal Wedding Studio June 2006 - September 2007
Skills
Management, Strategic Financial..., Sales, Budgets, Portfolio Management, Leadership, Small Business, Finance, Coaching, Training, Life Insurance, Payroll, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Customer Service, Social Media
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Finance and Investment, Business
LSCC
BookGrabbr January 2015 - Present
Investment Banking Institute July 2014 - August 2014
Morgan Stanley June 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
The Monk Law Firm June 2011 - June 2011
Skills
Finance, Leadership, Microsoft Excel, Sales, Time Management, Public Speaking, Microsoft Office, Financial Planning, Strategic Financial..., Financial Modeling, Insurance, Event Planning, Microsoft Word, PowerPoint, Social Media, Customer Service
Education
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurship, Senior
Imperial College London 2012 — 2012
Baylor University May 2015 - Present
Northwestern Mutual November 2013 - March 2015
United Realty and Investment Company January 2012 - May 2013
Maddens Casual Gourmet 2013 - 2013
Skills
Property Management, Commercial Real Estate, Leases, Customer Service, Leadership, Microsoft Word, Public Speaking, PowerPoint, Brokerage, Real Estate, Investments
Education
Baylor University School of Law 2015 — 2018
Texas A&M University 2006 — 2010
Bachelor's degree, Business Administration and Management, General
HRRP MARKETING GROUP December 2013 - Present
Northwestern Mutual April 2013 - Present
Northwestern Mutual April 2013 - Present
Apple 2009 - 2010
Skills
Microsoft Excel, Customer Service, Microsoft Office, Finance, PowerPoint, Event Planning, Social Media, Financial Analysis, Leadership, Microsoft Word, Sales
Education
Baruch College 2009 — 2012
Bachelor of Business Administration (BBA), Finance and Investments
Infinite Nails & Spa February 2013 - Present
Northwestern Mutual September 2014 - April 2015
Angelique Bridal September 2013 - December 2013
Haru Restaurant January 2012 - June 2012
EXPRESS October 2011 - January 2012
Skills
Customer Service, Social Networking, Sales, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Teamwork, Time Management, Outlook, Public Speaking, Management, Event Planning, Microsoft Excel, Research
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Saint John's University 2009 — 2011
Girl Scouts of Texas Oklahoma Plains inc. November 2014 - Present
Girl Scouts of Texas Oklahoma Plains inc. January 2014 - November 2014
Girl Scouts of Texas Oklahoma Plains inc. August 2013 - December 2013
Atlanta Hawks & Philips Arena September 2012 - December 2012
Northwestern Mutual May 2011 - December 2011
University Directories May 2009 - August 2009
Skills
Financial Accounting, Project Coordination, Microsoft Office, Marketing, Sales, Sports Management, Financial Analysis, Analysis, Advertising, Finance, Cold Calling, Lead Generation, Budgets
Education
Baylor University 2011 — 2012
Masters, Health and Human Performance; Sports Management, B
Baylor University - Hankamer School of Business 2007 — 2011
BBA, Marketing/ Finance
Northwestern Mutual September 2012 - Present
Baruch College September 2010 - May 2014
Skills
Language Skills, written Spanish, Spanish, Cantonese, Mandarin, Finance, Leadership, Public Speaking, Teamwork, Data Analysis, Event Planning, Microsoft Office, PowerPoint, Outlook, Social Networking, Social Media, Microsoft Word, Mobile Communications, Microsoft Excel, Customer Service
Education
Baruch College, City University of New York (CUNY) 2010 — 2014
Bachelor's Degree, Finance and Investments
Medallia September 2015 - Present
Dynatrace May 2014 - September 2015
Compuware (now known as Dynatrace) May 2014 - December 2014
Riverbed Technology June 2012 - May 2014
OPNET Technologies, Inc. June 2012 - April 2014
OPNET Technologies, Inc. July 2011 - June 2012
Mohr Partners January 2010 - January 2011
Northwestern Mutual May 2008 - December 2008
Apple June 2005 - December 2005
Skills
Sales, Sales Process, Cold Calling, Cloud Computing, Enterprise Software, Solution Selling, Leadership, Business Development, Sales Presentations, Application Performance..., Strategy, SaaS, Professional Services, Lead Generation, Network Performance..., Virtualization, VoIP, Business Networking, Software Industry, Contract Negotiation, Citrix, Channel Partners, Training, Hunter, Networking Events, Application Lifecycle..., DevOps, Release Management, Digital Marketing...
Education
Baylor University
BBA, Professional Selling, Real Estate
Baylor University
Bachelor of Business Administration (B.B.A.), Professional Sales
BNP Paribas September 2015 - Present
Viacom October 2014 - September 2015
Northwestern Mutual November 2013 - April 2014
Topocean August 2013 - November 2013
Lounge 678 May 2010 - August 2013
Internatonal Shoppes February 2013 - April 2013
SEEK, Baruch College September 2007 - January 2008
M.O.S. Squad, Newtown High School September 2006 - May 2007
F.M.I. Retail, U.S. Open August 2006 - September 2006
Skills
Time Management, Customer Service, PowerPoint, Microsoft Excel, Strategic Planning, Problem Solving, Analytical Skills, Training, Microsoft Office, Sales, Microsoft Word, Leadership, Networking, Excel, Word, Inventory Management, Advertising, Teamwork, Chinese, Social Networking, Windows, Creative Problem Solving, Athletics, Deadline Driven, Data Analysis
Education
Baruch College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Northwestern Mutual January 2013 - March 2014
Goldman Sachs 10,000 Small Businesses June 2012 - August 2012
Cape Securities, Inc. 2012 - August 2012
Little Footprint Photo June 2011 - January 2012
Skills
Financial Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Organization, Bloomberg, Data Entry, Communication, Risk Management, QuickBooks, Recruiting, Customer Service, Finance, Financial Analysis
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
EY January 2015 - Present
PwC July 2012 - December 2014
Deloitte June 2007 - June 2012
Northwestern Mutual June 2005 - December 2005
Skills
Tax, Financial Reporting, Accounting, Financial Analysis, Tax Research, Tax Accounting, Financial Accounting, Corporate Tax, SEC filings, Auditing, Internal Controls, Financial Modeling, CPA, Sarbanes-Oxley Act, GAAP, US GAAP, Strategic Financial..., Income Tax, Financial Planners, Due Diligence, Tax Advisory
Education
Baruch College, City University of New York (CUNY) 2004 — 2009
Masters in Taxation, Accounting / Taxation
The ExecuSearch Group May 2013 - July 2015
SU Health Services January 2013 - April 2013
Northwestern Mutual June 2012 - December 2012
North side Literacy Zone September 2011 - April 2012
Rockstar Energy Drink September 2010 - December 2010
Skills
Recruiting, Human Resources, Sales, Research, Temporary Placement, Microsoft Office, Temporary Staffing, Social Networking, Healthcare, Data Entry, Healthcare Consulting, Healthcare Management, Conducting Interviews, PowerPoint, Microsoft Excel, Public Speaking, Management, Statistical Computing, Contract Negotiation, Leadership, Microsoft Word, Social Media, Interviews, Applicant Tracking..., Project Management
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master’s Degree, Public Administration
Syracuse University 2009 — 2013
Bachelor of Science (BS), Public Health
Tapad August 2015 - Present
Tapad September 2013 - July 2015
Perelson Weiner LLP May 2012 - August 2013
Lipsky Goodkin & Co., P.C., CPA February 2012 - April 2012
Northwestern Mutual February 2011 - May 2011
Skills
Accounts Payable, QuickBooks, Spreadsheets, Microsoft Excel, Microsoft Word, Accounting, Balance Sheet, Fixed Asset Depreciation, ProSystem fx Tax, Expensify, Expense Reports, Accounts Receivable, Accruals, Collections, NetSuite
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Queensborough Community College 2008 — 2009
Kairos Learning Community September 2012 - Present
D&J Property Management February 2015 - June 2015
Northwestern Mutual September 2013 - January 2014
New MC Donald Fruit Corner August 2011 - August 2013
Skills
Customer Service, Microsoft Word, Teamwork, Team Leadership, Leadership, PowerPoint, Customer Satisfaction, Microsoft Office, Microsoft Excel, Interpersonal Skill, Spanish, Social Media, Windows, English, Research, Teaching, Problem Solving, Communication, Peer Mentoring, Tutoring, Flexibility, Analysis, Forecasting
Education
City University of New York-Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Investments, 3.67
Manhattan Center for Science and Mathematics 2007 — 2011
National Oilwell Varco December 2014 - Present
Northwestern Mutual March 2013 - December 2014
Northwestern Mutual June 2012 - March 2013
THG Energy Solutions August 2011 - June 2012
Skills
Account Management, Sales, Customer Service, Public Speaking, Business Development, Team Leadership, Coaching, Management, Cold Calling, Marketing, Microsoft Office, Microsoft Excel, Leadership, Marketing Strategy, Business Strategy, New Business Development, Project Management, Recruiting, Social Media, Strategic Planning
Education
Baylor University 2006 — 2010
Bachelors of Science, Education
Northwestern Mutual April 2011 - Present
Owens Machine & Tool Co. April 2010 - May 2011
AT&T 2009 - 2010
STI International March 2003 - August 2009
Sunset Direct January 2000 - March 2003
Nextus, Inc January 1996 - January 2000
American Lawn January 1994 - January 1996
First Tech/Stratum January 1991 - January 1994
U.S. Army January 1989 - January 1991
Skills
Strategic Planning, Budgeting, Forecasting, Customer Relations, Account Management, PowerPoint, Excel, Customer Service, Marketing Strategy, Financial Analysis, Team Leadership, Team Building, New Business Development, Mentoring, Microsoft Office, Coaching, Public Speaking, Problem Solving, Sales Management, Negotiation, Contract Negotiation, Process Improvement, Word, Business Planning, Business Analysis, Program Management, Employee Relations, Leadership Development, Insurance, Public Relations, Access, Direct Marketing, Analysis, Operations Management, Risk Management, Direct Sales, Inventory Management, Financial Planning, Advertising, Event Planning, Writing, Retail, Outlook, Data Analysis
Education
Baylor University - Hankamer School of Business 2003 — 2005
MBA
St. Edwards University 1999 — 2001
Bachelor of Business Administration (BBA), Management
A Local Municipality 2002 - Present
Northwestern Mutual February 2000 - February 2003
deRenzy Document Solutions October 1997 - February 2000
Education
Bay Path University 2008 — 2012
Bachelors, Science of Business Administration
Bay Path University
Boston Properties June 2015 - Present
Bates College April 2012 - May 2015
Northwestern Mutual May 2014 - July 2014
Comak Brothers Landscaping April 2010 - August 2012
Skills
Leadership, Teamwork, Dependable Team Player, Highly responsible, Marketing, Microsoft Word, Public Speaking, Microsoft Office, Multi Tasking, Social Networking, PowerPoint, Event Planning, Social Media, Organized with Strong..., Community Outreach, Research, Fundraising, Networking
Education
Bates College 2011 — 2015
Bachelor of Arts (B.A.), History
Malden Catholic High School 2007 — 2011
Align Commerce June 2015 - Present
World First September 2014 - June 2015
Northwestern Mutual June 2013 - August 2013
Major League Lacrosse June 2011 - August 2011
Skills
Microsoft Office, Public Speaking, Social Media, PowerPoint, Research, Stata, Non-profits, Microsoft Excel, Microsoft Word, Data Analysis, Public Relations, Coaching, Marketing, Management, Event Management, Direct Sales, Foreign Currency..., Client Services, Financial Services, Economics, Social Networking
Education
Bates College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Charles University in Prague 2012 — 2013
Economics
London School of Economics and Political Science 2012 — 2012
Statistics
Belmont High 2006 — 2010
Harvard University 2009 — 2009
Extension School, Psychology, A, A-
Northwestern Mutual May 2015 - Present
Mattson Financial Services April 2013 - April 2015
Cholla Petroleum Inc. June 2014 - August 2014
Skills
SAP, Microsoft Excel, Time Management, Teamwork, Leadership, Event Planning, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Research, Social Media, Customer Service, Social Networking, Marketing, Sales
Education
Baylor University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Northwestern Mutual August 2011 - Present
Baruch College ARC September 2007 - May 2011
Education
Baruch College 2007 — 2011
Bachelor, Business Administration; Economics
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Economics
de witt clinton
Divine Staging and Redesign LLC August 2014 - Present
Stockemer Enterprises August 2006 - August 2014
Northwestern Mutual November 2009 - November 2011
Ernst & Young 1997 - 2004
Skills
Business Development, Leadership, Research, Management, Strategic Planning, Fundraising, Analysis, Microsoft Office, Strategy, Event Planning, Sales, Microsoft Excel
Education
Baylor University 1984 — 1986
AUCTORIS - Architects of Wealth Preservation Strategies January 2008 - Present
Northwestern Mutual May 2000 - December 2007
Skills
Estate Planning, Retirement Planning, Succession Planning, Sales, Insurance, Finance, Life Insurance, Retirement, Wealth Management, Fixed Annuities, Investments, Strategic Financial..., Disability Insurance
Education
Baylor University - Hankamer School of Business 1998 — 2002
Marketing, Risk Management, History
J.P. Morgan November 2014 - July 2015
BB&T April 2012 - November 2014
Societe Generale Corporate & Investment Banking March 2011 - March 2012
Comerica Bank June 2008 - March 2011
Farmers Insurance September 2007 - May 2008
Northwestern Mutual May 2007 - August 2007
Skills
Credit Analysis, Finance, Financial Analysis, Credit, Portfolio Management, Banking, Corporate Finance, Due Diligence, Financial Modeling, Loans, Risk Management, Valuation, Investments, Capital Markets, Credit Risk, Mergers & Acquisitions
Education
Baylor University - Hankamer School of Business 2005 — 2008
BBA, Finance
Fidelity Investments July 2014 - Present
Northwestern Mutual September 2004 - July 2014
MFS Investment Management June 1999 - June 2004
Skills
Series 7, Retirement Planning, Strategic Financial..., Certified Financial..., Series 63, Retirement, Mutual Funds, Asset Allocation, Investments, Fixed Annuities, Investment Advisory, Securities, Portfolio Management, 401k, Disability Insurance, Series 6, Personal Financial..., Series 65, Relationship Management, Investment Strategies, chartered financial..., chartered life...
Education
Bates College 1995 — 1999
Bachelor of Arts (B.A.), French Studies, Economics
Niskayuna High School
Davis Financial Advisors January 2012 - Present
Scheer Wealth June 2008 - January 2012
Sojourn Financial June 2006 - June 2008
Farmers Insurance & Financial Services August 2002 - May 2006
Northwestern Mutual May 1999 - August 2002
Skills
Strategic Financial..., Investments, Wealth Management, Retirement, Portfolio Management, Risk Management, Life Insurance, Alternative Investments, Tax-advantaged..., Retirement Planning, Finance, Financial Advisory, Investment Management, Financial Planning, Series 63, Mutual Funds, Wealth, Series 7, Wealth Management..., Asset Allocation
Education
Baylor University 1994 — 1999
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Baylor University 1994 — 1999
BBA , Marketing/Marketing Management, General
Kollaboration New York April 2014 - Present
Northwestern Mutual September 2013 - April 2014
PPC Capital August 2011 - August 2013
ACN July 2011 - August 2013
Spotlight Productions January 2011 - August 2011
Frank PR August 2010 - December 2010
Century 21 May 2009 - August 2009
Cipriani May 2008 - March 2009
OTG Management July 2006 - April 2007
Skills
Event Planning, Marketing, Public Relations, Event Management, Management, Advertising, Microsoft Office, Recruiting, Social Media, Leadership, PowerPoint, Microsoft Excel, Customer Service, Research, Microsoft Word, Entrepreneurship, Press Releases, Social Networking, Facebook, Training, Social Media Marketing, Business Development, Public Speaking, Outlook, Sales, Human Resources, Teamwork, Strategic Planning, Photoshop, Editing, Marketing Strategy, Business Strategy, Fundraising, Marketing Communications, Publicity, Community Outreach, Customer Satisfaction, Online Advertising, Internal Communications, Negotiation, Team Leadership, Contract Negotiation, Online Marketing, Nonprofits, InDesign, Illustrator, Adobe Creative Suite, YouTube, Film Production, Acting
Education
Dankook University 2010 — 2010
Bachelor of Arts (BA), Asian American Studies
Baruch College, City University of New York (CUNY) 2008 — 2010
B.A., Corporate Communications
Oomvvelt November 2013 - Present
Sun Valley Resort December 2014 - March 2015
Young Trade Professionals August 2012 - October 2013
Kelley Drye & Warren LLP August 2010 - October 2013
The Grapeseed Project August 2008 - October 2009
Northwestern Mutual January 2009 - June 2009
Expeditors International May 2008 - October 2008
World Affairs Council January 2008 - June 2008
Seattle University September 2005 - June 2008
Seattle University January 2006 - April 2007
Skills
Microsoft Excel, SAS, Microsoft Word, Microsoft Publisher, Bloomberg Terminal, Microsoft Office, GIMP, Microsoft Exchange, Windows Movie Maker, CAD, International Relations, Economics, Analysis, Market Research
Education
The George Washington University 2010 — 2012
Master of Arts (M.A.), International Trade & Investment Policy
Seattle University 2004 — 2008
B.A., International Business
Beijing Language and Culture University 2006 — 2006
Scholarship Course, Chinese
Ryan Chelsea-Clinton Community Health Center March 2014 - Present
SP+ Gameday January 2014 - Present
Sparrowhawk Inc. January 2013 - March 2014
USTA August 2013 - September 2013
NYC OEM February 2012 - August 2012
Northwestern Mutual September 2011 - January 2012
Aflac February 2011 - August 2011
Manhattan Beer Distributors July 2007 - March 2011
Spot Bar & Grill September 2006 - June 2007
ZOOTS March 2001 - September 2006
Skills
Strategic Planning, Microsoft Office, Sales, Microsoft Excel, Management, Customer Service, Team Building, Budgets, Team Leadership, Public Speaking, Transportation Planning, Event Planning, Event Management, Emergency Management, Transportation..., Logistics, Leadership, Project Planning, Training, Operations Management
Education
City University of New York-John Jay College of Criminal Justice 2010 — 2012
MPA, Public Adminstration
City University of New York-John Jay College of Criminal Justice 2007 — 2010
BA in emergency Management, Emergency management
Brooklyn Tech 1988 — 1991
Baruch College
Austin Radiological Association March 2010 - Present
Banana Republic August 2008 - 2011
Northwestern Mutual 2009 - 2009
The Two Bobs April 2008 - May 2008
Friday Night Lights September 2007 - November 2007
Education
Baylor University 2003 — 2007
BA, Telecommunications
The Weitzman Group/Cencor Realty Services November 2013 - Present
NorthMarq October 2011 - October 2013
Northwestern Mutual January 2008 - October 2011
JPMorgan Chase September 2005 - December 2007
Education
Southern Methodist University - Cox School of Business 2010 — 2011
MBA, Real Estate Finance
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Finance
UPS August 2013 - Present
UPS August 2012 - August 2013
UPS April 2012 - August 2012
UPS July 2010 - March 2012
East Asia Sentinel Ltd. Hong Kong June 2008 - August 2008
Northwestern Mutual December 2006 - May 2008
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Account Management, Strategic Planning, Sales, Accounting, PowerPoint, Financial Modeling, Finance, Customer Service, Investments, Financial Reporting, Project Management, Forecasting, Microsoft Word, Access
Education
University of Louisville 2006 — 2010
BS, Finance
University of Louisville 2006 — 2010
Minor, Chinese Studies and Language
Beijing Foreign Studies University 2008 — 2009
Certificate, Mandarin(普通话)
University of Mississippi
Optimer Pharmaceuticals August 2013 - December 2013
Sepracor February 2008 - June 2013
Newtown CT December 2009 - March 2011
Sepracor December 2001 - December 2008
Legislative Council Member Newtown CT December 2005 - November 2007
Northwestern Mutual January 1999 - August 2001
Roche Pharmaceuticals July 1996 - December 1998
Quidel June 1995 - June 1996
Serono November 1991 - June 1995
serono 1991 - 1995
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Endocrinology, Pulmonology, Neurology, Rheumatology, Hospital Sales, Gastroenterology, Sales Operations, Urology, Managed Care, Diabetes, Allergy, Sales Effectiveness, Nephrology, Asthma, Cardiology, OB/GYN, Oncology
Education
Baruch College, City University of New York (CUNY) 1985 — 1987
BBA, Marketing
Saint John's University 1981 — 1982
Pharmacy
Queensborough Community College
BBCN Bank 2011 - Present
Northwestern Mutual 2006 - 2006
Deutsche Bank AG, Private Wealth Management 2005 - 2005
Skills
Risk Management, Finance, Loans, Credit Analysis, Member of AICPA, Financial Risk, Risk Analysis, Banking, Financial Analysis, Credit Risk, Corporate Finance, Basel III, Credit Risk Measurement, Credit, Financial Modeling, Portfolio Management, VBA, Microsoft SQL Server
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Master's degree
Stony Brook University
Bachelor of Science (B.S.)
Waseda University
Student Exchange Program
Manhattan College
Northwestern Mutual March 2013 - Present
Massey Knakal Realty Services May 2012 - February 2013
NYPPEX Private Markets December 2009 - February 2010
Murphy & Durieu February 2009 - August 2009
Merriman Curhan Ford & Co. June 2005 - January 2009
Skills
Equities, Equity Trading, Series 7, Trading, Investments, Capital Markets, Securities, Asset Management, Valuation, Negotiation, Financial Markets, Hedge Funds, Alternative Investments, Financial Analysis, Series 63, Portfolio Management, Mutual Funds, Financial Reporting, Customer Relations, Institutional, Corporate Finance, Customer Service, Research, Technical Analysis, Real Estate, Market Making, Brokerage, Proprietary Trading, Real Estate Economics, Venture Capital, Bloomberg, Fixed Income, Finance, Financial Services, Due Diligence, Management, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Science (M.S.), Finance, General
Parsons School of Design
Bachelor of Fine Arts (BFA), Fine and Studio Arts
Applied Capital March 2015 - Present
Northwestern Mutual June 2012 - March 2015
Kitter Corporation August 2007 - August 2011
Labatt Food Service 1992 - 2007
Skills
Insurance, Financial Analysis, Disability Insurance, Purchasing, Inventory Management, Life Insurance, Contract Negotiation, Supply Chain Management, Management, Contract Negotiations, Health Insurance, General Insurance, Term Life Insurance
Education
Baylor University - Hankamer School of Business 1991 — 1992
MBA, Business/International Management
The University of Texas at Arlington - College of Business Administration 1988 — 1991
BBA, Concentration in Finance
United Northern Lite Shipping, LLC September 2010 - Present
Mother Love Health Care 2011 - 2013
Northwestern Mutual August 2007 - January 2009
Education
Baylor University 2004 — 2007
Education, Business/Managerial Economics
UBS Investment Bank February 2011 - Present
Northwestern Mutual January 2010 - June 2010
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
Northwestern Mutual January 2013 - Present
Wangard Investment Management January 2012 - March 2012
BancMutual Financial/SII Investments, Inc September 2001 - January 2012
Prudential Financial January 1995 - January 1999
Prudential Insurance September 1979 - January 1995
Skills
Life Insurance, Retirement
Education
Bay de Noc Community College 1978 — 1979
Business/Managerial Economics
Service Agroholding GC August 2015 - Present
Bilych Ltd January 2014 - Present
Citiburg Realty December 2012 - May 2013
Global Portfolio Trading November 2010 - December 2011
Northwestern Mutual June 2010 - November 2010
Skills
Loans, Credit, Mortgage Banking, Due Diligence, Real Estate Economics, Investment Properties, Mortgage Lending
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Finance
Nationstar Mortgage August 2014 - Present
Nationstar Mortgage March 2013 - August 2014
Nationstar Mortgage October 2012 - March 2013
Nationstar Mortgage July 2011 - October 2012
Northwestern Mutual May 2010 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Powerpoint, Lotus Notes, LSAMS, Finance, Access, Data Analysis, Financial Analysis, Microsoft Office, PowerPoint, Management, Risk Management, Sales, Customer Service, Leadership, Public Speaking, Social Media
Education
Baylor University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Citi July 2014 - Present
Citi July 2012 - July 2014
UBS September 2011 - December 2011
Financial Industry Regulatory Authority (FINRA) June 2011 - August 2011
Solomon R. Guggenheim Museum June 2011 - August 2011
Northwestern Mutual June 2010 - August 2010
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Bachelor’s Degree
Northwestern Mutual February 2014 - Present
Rhonda Whitehead's School of Dance and Gymnastics January 2014 - Present
CarMax November 2013 - May 2014
Regions Financial Corporation August 2013 - January 2014
Morgan Kenwood Advisors, LLC June 2010 - January 2013
Skills
Leadership, Customer Service, Microsoft Office, Time Management, Management, Process Improvement, Data Analysis, Team Building, Strategic Planning, Accounts Payable &..., Teaching, Coaching
Education
Belhaven University 2009 — 2013
Bachelor of Science (BS) Accounting
Texas Attorney General June 2015 - Present
Texas House of Representatives May 2015 - Present
Supreme Court of Texas June 2014 - August 2014
Judge Paul Pressler, ret. December 2011 - December 2013
Supreme Court of Texas February 2012 - November 2012
Colonial Life August 2011 - August 2012
Northwestern Mutual May 2011 - August 2011
Skills
Insurance, Public Speaking, Real Estate, Estate Planning, Law, Negotiation, Microsoft Excel, Political Campaigns, State Politics, Political Communication, Policy Analysis, Campaigns, Small Business, Marketing Strategy, Marketing, Customer Service, Strategic Planning, Public Relations, Customer Relations
Education
Baylor University School of Law 2014 — 2016
Doctor of Law (J.D.)
Baylor University - Hankamer School of Business 2007 — 2011
BBA, Real Estate
US Army Natick Soldier Research, Development, and Engineering Center May 2011 - Present
ARMY 2009 - 2011
Northwestern Mutual 2006 - 2007
Skills
Administration, Employee Relations, Outlook, Administrative Support, PowerPoint, Data Entry, Spreadsheets, Word, New Hire Orientation, Customer Service, Telephone Skills, Microsoft Office, Office Management, Excel, Interviewing, Background Checks, Policy, Scheduling, Typing, Organizational..., Benefits, Benefits Administration, Time Management, Payroll Processing, Hiring, Conflict Resolution, Leadership Development, Supervisory Skills, Employee Benefits, Fax, Mentoring, Government, Access, Resume Writing, Problem Solving, Payroll, Applicant Tracking..., Organizational..., Database Administration, Critical Thinking
Education
Bay Path College 2009 — 2011
Bachelor of Science (BS), Business Administration, Management and Operations
Bay Path College
Northwestern Mutual December 2010 - Present
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
MediaRadar Inc. March 2012 - January 2015
Northwestern Mutual July 2011 - October 2011
CFTC Division Clearing Intermediary Oversight July 2009 - August 2009
Education
Baruch College, City University of New York (CUNY)
Master's Degree, Accountancy
Syracuse University 2007 — 2011
BA, Economics
Northwestern Mutual 2002 - Present
American Express May 2002 - April 2003
MetLife June 1986 - March 2002
Skills
•Extensive knowledge..., • Microsoft Word, Exel..., •Data entry and..., •Preparation of..., •Meeting arrangements..., •Compose, prepare and..., Series 6, Series 63, Life & Health Insurance...
Education
Bay Path College
N. Cheng & Co., P.C. November 2008 - June 2012
Northwestern Mutual October 2007 - June 2008
Town of Greenwich - Department of Social Services September 2002 - September 2006
East Harlem Council for Human Services November 1990 - June 2002
Skills
Retail, Inventory Management, Inventory Control, Retail Sales, Risk Management, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, General Ledger, Internal Audit, Cash Management, Cash Flow, Cash Flow Forecasting, Strategic Financial..., Insurance, Health Insurance
Education
City University of New York-Baruch College - Zicklin School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General
Long Island University, C.W. Post Campus 1978 — 1983
Bachelor of Science (BS), Accounting and Finance
Accretive LLC June 2014 - Present
Northwestern Mutual January 2013 - May 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Research, Project Management, Leadership
Education
Baruch College, City University of New York (CUNY)
Bachelor of Arts (BA), Business/Corporate Communications
Northwestern Mutual June 2014 - Present
BJ's Wholesale Club October 2011 - June 2014
Skills
fluent in Mandarin, Pay Close Attention to..., Human Resources, Management, Highly detail oriented, Filing, Team-oriented, Cash Handling Experience, Oral, Friendly Personality, Goal Oriented, Clerical Skills, Learning Quickly, Organization, Appointment Scheduling, Always Punctual, Close Attention to..., Self-driven, Highly motivated..., Copying, Motivated self-starter, People-oriented, Highly personable, Solid computer skills, Patience, Reliability, Integrity, Written, Fast-paced, Open Minded, Great communications..., Resourceful..., Hands-on Problem Solver, Goal-driven leader, Self-confidence
Education
Baruch College 2011 — 2015
Russian Standard Vodka March 2015 - Present
Northwestern Mutual June 2014 - Present
Phoenix Financial Services August 2014 - January 2015
Shoprite April 2011 - August 2013
Skills
Accounting, QuickBooks, Account Reconciliation, Microsoft Excel, Bookkeeping, Financial Reporting, General Ledger, Data Entry, Microsoft Word, Financial Accounting, Outlook, Customer Service, Life & Health Insurance..., Licensed Life & Health..., Access, Spreadsheets
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Bachelor's degree, Finance, General
Baruch College, City University of New York (CUNY)
Finance, General
Northwestern Mutual November 2009 - Present
Canton Public Schools - Canton Intermediate School September 2008 - June 2009
New England Scrapbook Company August 1999 - August 2008
Cohn Birnbaum & Shea PC May 1997 - September 1999
Hebb & Gitlin May 1995 - May 1997
Shawmut Bank April 1993 - May 1995
Day, Berry & Howard LLP November 1987 - May 1993
Education
Bay Path University 1983 — 1985
Associate’s Degree, Organizational Management
ACTIVELY SEEKING EMPLOYMENT! Daily Living Skills TeacherHurst-Euless-Bedford I.S.DAugust 2014 - June 2015
Keller ISD August 2009 - July 2014
Northwestern Mutual 2008 - 2008
TIAA-CREF 2007 - 2008
New York Life Insurance Company 2007 - 2007
TD Ameritrade 2006 - 2007
Skills
customer service, Qualified Teacher, Skilled Multi-tasker, Time Management, Organizational..., Computer Proficiency
Education
Baylor University 1995 — 1999
Bachelor’s Degree, Communication Sciences and Disorders, General