Northwestern Mutual Financial Network
Industry: Insurance company
DescriptionFounded: 2007 Parent organization: Northwestern Mutual
Northwestern Mutual Financial Network List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Northwestern Mutual Financial Network. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,588 Northwestern Mutual Financial Network employees in database. Find out everything there's to know about Northwestern Mutual Financial Network 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 Financial Network Employees
Louis Dreyfus Commodities February 2015 - Present
Pantaenius GmbH & Co. KG August 2013 - January 2015
Hickory & Tweed Ski and Bike Shop November 2012 - August 2013
USI Insurance Services April 2012 - November 2012
USI Insurance Services September 2011 - April 2012
First Investors Corporation May 2011 - September 2011
Mario J. Gabelli School of Business January 2011 - May 2011
Roger Williams Men's Rugby Club August 2010 - May 2011
Roger Williams University May 2010 - May 2011
Northwestern Mutual Financial Network May 2010 - May 2011
Skills
Data Analysis, Excel, Microsoft CRM, SAP, Operations, Personal Finance, Access, VBA, HTML, Word, PowerPoint, Training & Development, Customer Relations, Business Analysis, Market Research, Operational Efficiency, Critical Thinking
Education
State University of New York Maritime College 2013 — 2014
Master's Degree, International Transportation Management
Roger Williams University 2007 — 2011
BA, Finance, Mathematics, 3.3
Horace Greeley High School
New York State Regents Diploma
Northwestern Mutual Financial Network August 2003 - Present
Sportable 2014 - Present
Maymont Foundation 2007 - 2009
American Express Financial Advisors October 2001 - August 2003
Skills
Management, Development, Team Building, Relationships, Leadership, Recruiting, Business, Program Management, Fundraising, Time Management, Decision Making, Negotiation, Strategy, Coaching
Education
Randolph-Macon College 1997 — 2001
Waddell & Reed March 2014 - Present
Waddell & Reed February 2010 - March 2014
Jackson County, MO January 2009 - February 2010
Northwestern Mutual Financial Network June 2008 - October 2008
Community Bank of Raymore May 2005 - May 2008
Skills
Public Finance, Credit Analysis, Mutual Funds, Accounting, Real Estate, Financial Reporting, Microsoft Office, Microsoft Excel, Analysis, PowerPoint, Forecasting, Investments, Microsoft Word, Public Speaking, Bloomberg Terminal, Reuters, Fixed Income Pricing
Education
Rockhurst University 2009 — 2010
MBA, Accounting
Rockhurst University 2005 — 2009
BSBA, Finance/Accounting
Lending Club August 2015 - Present
Lending Club April 2014 - Present
CH Barnes June 2013 - Present
First Hawaiian Bank July 2013 - March 2014
First Hawaiian Bank January 2011 - July 2013
Gangseo-gu Community Center September 2009 - September 2010
Chung Dahm Institute August 2009 - September 2010
Northwestern Mutual Financial Network May 2008 - August 2009
Sports & Fitness Edge of Essex, Essex January 2006 - January 2007
Cloud 9 Catering May 2006 - August 2006
Skills
Investments, Portfolio Management, Analysis, Spanish, Financial Analysis, Finance, Retirement Planning, Strategic Financial..., Loans, Financial Modeling, Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Customer Service, Time Management
Education
Providence College 2005 — 2009
BS, Finance, Spanish
Universidad de Granada 2007 — 2008
Bachelor of Science (BS), Finance, General
TEKsystems December 2013 - Present
TEKsystems September 2012 - December 2013
Northwestern Mutual Financial Network June 2010 - December 2010
AD Lowinger & Associates May 2009 - September 2009
The Columbia Bank May 2008 - September 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Sales, Social Networking, Public Speaking, Leadership, Social Media, Management, Marketing, Facebook, Research
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor's degree, Finance
Saint Joseph's University
Bachelor of Science, Business Administration; Finance
J.P. Morgan February 2011 - Present
Northwestern Mutual Financial Network April 2010 - January 2011
Roanoke College's Student Managed Fund January 2007 - May 2009
Skills
Derivatives, Options, Finance, Financial Risk, Fixed Income, Series 7, Financial Modeling, Risk Management, Rates
Education
Roanoke College 2005 — 2009
BA, Economics, Spanish
Buck Consultants March 2001 - Present
Northwestern Mutual Financial Network April 2000 - December 2000
Skills
Retirement Plan..., Benefits Administration, Benefits Design, Defined Benefit, Defined Contribution, Nondiscrimination..., Qualified Retirement..., Form 5500 preparation, Database Administration, Qualified Domestic..., Social Security
Education
Robert Morris University 2003 — 2005
MBA, Business Administration
Youngstown State University 1999 — 2001
BSBA, Human Resources
Westminster College (PA)
Northwestern Mutual Financial Network January 1974 - Present
Skills
Financial Analysis
Education
Roosevelt University
Habitat for Humanity, Milwaukee ReStore November 2014 - Present
Interfaith ReServe August 2012 - October 2014
Northwestern Mutual Financial Network 2008 - September 2011
The Prestwick Group October 2005 - April 2008
Midland Paper 2004 - 2005
International Paper/Xpedx December 2000 - October 2004
Reliable paper 1987 - 1991
Skills
Customer Service, Training, Coaching, Networking, Sales, Interviews, Marketing, Client Development, Talent Acquisition, Sourcing, Microsoft Office, Team Building, Leadership, New Business Development, Customer Relations, Program Management, Manage Client..., Hiring, Management, Community Outreach, Account Management, Leadership Development, Marketing Strategy, Event Planning, Public Speaking, Community Partnership..., Non-profits, Inventory Management, Recruiting, Accountability, CRM, Energy Healing, Communication Skills, Purchasing, Interviewing, Referrals, relationship development, Smartphones, iPad, WiFi, Vocalist, Psychological Testing, Psychology, Faith-based, Inter-personal, Timely, ipod, Spirituality, Spiritual Formation, customer service,...
Education
Santa Barbara City College
Psych
University of Wisconsin-Milwaukee
Psych
Merchandise Food LLC - www.merchandisefood.com January 2013 - Present
FreshXperts January 2013 - Present
National Restaurant Consultants July 2011 - January 2012
Wegmans Food Markets October 2007 - February 2010
Betters International Food Corporation March 2005 - March 2006
Northwestern Mutual Financial Network June 2000 - March 2006
Rich Food Products 2003 - 2005
Skills
Retail, Food, Marketing, Merchandising, Sales, Customer Service, Training, Management, Leadership, Email Marketing, Strategic Planning, Visual Merchandising, Sales Management, Sales Presentations, CRM, Selling, Building Relationships, Coaching, Time Management, Food Industry, Prospecting Skills, Restaurants, Creative Direction, Event Management, Project Management, Grocery, Leadership Development, Pricing, Retail Displays, Fresh Produce, Creative Merchandising, Temporary Displays, Idea Person, Hospitality, Custom displays, Building Contacts, Drafting Proposals, Strongly self-motivated, Supply Chain, Creativity, Communication, Idea Generation, Fruit, Gross Profit, Shrink Reduction, Display, Product Display, Food Marketing, Marketing Event Planning, Knife Skills
Education
Dale Carnegie 2009 — 2009
Effective Communications Certificate
Oakfield Alabama Central 2006 — 2009
NYS Regents Diploma, Art, Photography, Drawing & Painting, Redesign, Mock Trail, Student Gov't, National Honor Society
Rochester Institute of Technology 1999 — 2005
Bachelors, Food Marketing & Distribution
RT Specialty June 2014 - Present
Travelers October 2012 - June 2014
Chubb Insurance Group February 2010 - October 2012
Northwestern Mutual Financial Network May 2009 - January 2010
United States Marine Corps October 2003 - October 2007
Skills
Workers Compensation, Wealth Management, Underwriting, Risk Management, Property, Life Insurance, Insurance, Liability, Fixed Annuities, Fiduciary, Finance, Financial Analysis, Customer Service, Disability Insurance, Employment Practices..., Analysis, CRM, Casualty, Commercial Insurance, Professional Liability
Education
Post University
Bachelors Degree, Business Administration
Northwestern Mutual September 2015 - Present
Northwestern Mutual February 2014 - August 2015
Northwestern Mutual Financial Network July 2006 - February 2014
Northwestern Mutual May 2001 - July 2006
Skills
Series 9 &10, Series 7 & 66, Compliance, Retirement Planning, Mutual Funds, Investments, Insurance, Asset Allocation, Risk Management, Customer Service, Securities
Education
Rockford College 2003 — 2006
Bachelor's degree "BS", Finance
Budapest College of Economics 1997 — 1999
International Communication
Schola Europa - European Secreterial Academy 1994 — 1996
Diploma for European Secretary
Northwestern Mutual June 2005 - Present
Northwestern Mutual Financial Network May 2004 - August 2004
Skills
Event Planning, Conducting Interviews, Organizational..., Job Search Strategies, Job Fairs, Recruiting, Training, Employee Relations, Human Resources, Onboarding, New Hire Orientations, Time Management, Marketing, Coaching, Customer Service, Sales, Resume Writing, Public Speaking, Leadership, Interviews
Education
Purdue University 2001 — 2005
Financial Counseling and Planning
Bishop Luers High School 1997 — 2001
Honors Diploma
Norcom Mortgage March 2014 - Present
Homestead Funding Corp. February 2012 - April 2014
AmericaHomeKey June 2010 - February 2012
Northwestern Mutual Financial Network May 2009 - June 2010
Salisbury University January 2006 - June 2010
Vista Graphics, Inc. June 2008 - May 2009
Focal Development May 2006 - September 2007
Skills
Mortgage, FHA, FHA financing, Mortgage Lending, Investments, Microsoft Excel, Financial Analysis, Finance, Customer Service, Microsoft Word, PowerPoint, Small Business, Credit, Microsoft Office, Real Estate, Strategic Financial..., Social Media, Public Speaking, Underwriting, Valuation, Outlook, Accounting, Marketing, Financial Planners, Social Skills, Loans, Mortgage Banking, Access, Financial Services, Refinance, Real Estate Economics, Residential Mortgages, Social Networking, Loan Origination, Analysis, Investment Properties, VA loans, FHA Financing, VA Loans
Education
Franklin P. Perdue Business School 2008 — 2010
BS, Finance
Salisbury University 2007 — 2010
B.S., Finance
Salisbury University - Perdue School of Business 2006 — 2010
Bachelor of Science, Finance
NISA Investment Advisors, L.L.C. July 2015 - Present
NISA Investment Advisors, L.L.C. February 2014 - July 2015
Douglas Group, Inc. April 2013 - December 2013
Outdoors, Inc. July 2012 - May 2013
Northwestern Mutual Financial Network January 2012 - May 2012
Saint Louis University Hospital July 2010 - December 2011
Skills
Microsoft Excel, Microsoft Office, Accounting, Finance
Education
Saint Louis University 2009 — 2013
B.S Business Administration; Finance Major, Accounting Minor
Notre Dame Regional High School 2006 — 2009
Northwestern Mutual Financial Network 2010 - Present
Northwestern Mutual June 2008 - Present
The Griswold Company May 1998 - June 2005
Skills
Investments, Series 7, Electronic Trading, Securities, Series 63, Equities, Mutual Funds, Hedge Funds, Equity Trading, Retirement Planning, Due Diligence, Investment Advisory, Wealth Management, Options, Trading Systems, Capital Markets, Investment Banking, Risk Management, Financial Services
Education
Roanoke College 1976 — 1980
Business Administration / Psychology
Self-employed February 1995 - January 2013
Mobile Life Support Services August 2009 - June 2012
Northwestern Mutual Financial Network February 2000 - August 2004
Skills
I am a professional..., Paramedic
Education
The Gunston School 1988 — 1990
Salisbury State University
Big Picture Financial Planning, LLC. July 2014 - Present
AIS Planning July 2012 - July 2014
Northwestern Mutual Financial Network March 2007 - June 2012
Skills
Strategic Financial..., Retirement Planning, Project Planning, Investments, Estate Planning, Series 63, Small Business, Finance, Life Insurance, Retirement, Insurance, Long-term Care, Financial Planning, Wealth Management, Leadership, Team Building, Customer Service
Education
University of St. Thomas - Opus College of Business 2013 — 2014
Financial Planning Certificate, Certified Financial Planner Designation
St. John's University 1989 — 1993
Bachelor of Arts (B.A.), Communications
A Spice of Life Catering + Events August 2014 - Present
Inca Inn July 2011 - Present
Yankee Machine Parts 2012 - August 2014
Wilton Mfg January 2007 - December 2012
Blizzard Trading, LLC - an Ebay & Amazon reseller 2009 - 2010
Action Whirlpools March 2003 - June 2007
Northwestern Mutual Financial Network 2001 - 2003
Dempsey & Company 1982 - 2001
Ocean Beauty Seafoods 1980 - 1982
GTE 1974 - 1980
Skills
Microsoft Excel, Peachtree, Financial Analysis, Cash Management, PowerPoint, Accounting, Cash Flow, Quickbooks, Budgeting, Controller, Financial Analyst, Cash Flow Forecasting, Financial Management..., Budgets, QuickBooks, Mentoring, Strategic Planning, Leadership, Management, Strategy, Start-ups, Analysis, Sales, Project Planning, Finance, Management Consulting
Education
University of Colorado Boulder - Leeds School of Business 1970 — 1974
BS, Finance & Accounting
Seattle University 1976 — 1978
MBA, Finance and Marketing
Stanford University 1978 — 1978
Post Graduate, Engineering Economy for Public Utilities
Rockford West High School, Rockford, IL 1967 — 1970
College Prep
Violin Memory July 2015 - Present
Catchpoint Systems Inc September 2014 - July 2015
PC Connection, Inc. April 2013 - September 2014
PC Connection April 2011 - March 2013
PC Connection March 2010 - April 2011
New Horizons CLC Boston June 2009 - December 2009
Lenox Advisors 2008 - 2008
Northwestern Mutual Financial Network 2008 - 2008
Skills
Solution Selling, Sales Process, Direct Sales, Cold Calling, Channel Partners, Managed Services, Sales, Cloud Computing, Resellers, Enterprise Software, Selling, Storage, CRM, B2B, Strategic Partnerships, Management, Sales Operations, Sales Presentations, Cisco Technologies, Demand Generation, Professional Services, Software Industry, Partner Management, Vendor Management, Data Center, Networking, Sales Enablement, Channel Sales, Unified Communications, Go-to-market Strategy, SMB, Business Alliances
Education
Sacred Heart University 2005 — 2009
BA, Finance, Spanish
Hollis/Brookline High School 2001 — 2005
Amazon January 2015 - Present
PNC June 2014 - January 2015
PNC June 2013 - June 2014
MetLife June 2012 - August 2012
Northwestern Mutual Financial Network May 2011 - October 2011
Skills
Customer Service, Microsoft Office, Insurance, Team Leadership, Strategic Financial..., Public Speaking, NJ Life Insurance..., NJ Disability Insurance..., Financial Reporting, Access, Risk Management, Finance, Financial Analysis, Accounting, Data Analysis, Financial Planning
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor of Arts (BA), Finance
Vierks Fine Jewelry November 2010 - Present
Lafayette Bank and Trust June 2009 - October 2010
Northwestern Mutual Financial Network July 2008 - February 2009
Quay Capital May 2008 - July 2008
Skills
Insurance, Finance, Organization, Positivity, Diamond Jewelry, Watches, Social Networking, Management
Education
Purdue University 2005 — 2009
Bachelors of Science, Financial Counseling and Planning
CAN Capital April 2014 - Present
Corporate Insight February 2013 - March 2014
Corporate Insight October 2010 - August 2013
Corporate Insight September 2008 - November 2010
Northwestern Mutual Financial Network November 2007 - August 2008
Skills
Research, Competitive Analysis, Analysis, Competitive Intelligence, Market Research, Report Writing, Management, Financial Services, Marketing, Leadership
Education
Saint Joseph's University 2003 — 2007
BS, Economics, Business Administration
American University of Rome 2006 — 2006
Study Abroad, Environmental Economics, Management, Opera
Fordham Prep 1999 — 2003
ADP April 2012 - Present
PRUDENTIAL August 2007 - January 2011
JPMorgan Chase June 2005 - August 2007
PNC Bank September 2004 - August 2005
PNC Bank September 2004 - July 2005
Northwestern Mutual Financial Network February 2003 - September 2004
AT&T January 1990 - April 2002
AT&T January 2000 - January 2002
AT&T January 1999 - January 2000
Telemarketing Distribution Services January 1996 - January 1999
Skills
Annuities, Investments, Loans, Insurance, Customer Relations, Strategic Planning, Customer Service, Word, Account Management, Vendor Management, Retirement Planning, Credit, Excel, Securities, Telecommunications, Retirement, Banking, Mutual Funds, 401k, Call Center, Problem Solving, Coaching, Team Building, Consultative Selling, Microsoft Word, Microsoft Excel, Fixed Annuities, Program Management, Business Planning, Leadership, Project Management, Selling, CRM, Financial Services, Management, Training, Process Improvement, Sales, Call Centers, Sales Operations, Marketing, Sales Presentations, Recruiting, Marketing Strategy, Time Management, Employee Benefits, Small Business, Relationship Management, Customer Experience, Cold Calling
Education
Rutgers University-New Brunswick 1986 — 1989
Bachelor of Arts (B.A.), Sociology
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1989
BA, Sociology
FBC Mortgage LLC October 2010 - Present
Edgewater Financial Group LLC January 2005 - January 2010
Northwestern Mutual Financial Network January 2003 - January 2005
East West Resorts 2002 - 2004
Skills
Mortgage Lending, Mortgage Banking, Loans, Real Estate, Loan Origination, FHA, Credit, Residential Mortgages, Underwriting, Credit Analysis, Banking, First Time Home Buyers, Investment Properties, Marketing, Strategic Planning, Customer Service, Sales, Refinance, Finance, Real Estate Transactions, Residential Homes, Condos, Single Family Homes
Education
Presbyterian College 1998 — 2002
Bachelor's degree, Political Science and Government
Lake Highland Prepatory School 1985 — 1998
Lake Highland 1984 — 1998
Political Science
The First Academy
DoubleTree by Hilton April 2014 - Present
Rush Henrietta High School January 2006 - Present
Holiday Inn Rochester Airport March 2013 - March 2014
Holiday Inn Rochester Airport January 2013 - March 2013
Holiday Inn Express Webster August 2012 - January 2013
Holiday Inn Rochester Airport May 2012 - August 2012
Holiday Inn, Rochester Airport October 2010 - May 2012
Edward's Student Housing December 2009 - October 2010
Northwestern Mutual Financial Network June 2010 - September 2010
Skills
Life Insurance, Lifeguarding, Cpr Certified, AED, First Aid, Customer Service, Communication Skills, Problem Solving, Team Leadership, Swim Instruction, WSI certified, Coaching, Marketing Event Planning, Hotel Management, Hospitality Industry, Hospital Sales, Hospitality Management, Promoting solutions, Mentoring Of Staff, Management, Recruiting, Event Planning, Hospitality, Sales, Event Management, Marketing, Hotels
Education
Rochester Institute of Technology 2005 — 2010
Bachelor's degree, Hotel, Motel, and Restaurant Management
Rochester Institute of Technology 2004 — 2010
BS, Service Management
Honeoye Falls Lima 2000 — 2004
GSK April 2014 - Present
Concentra March 2012 - March 2014
Unicous Marketing October 2011 - October 2011
Northwestern Mutual Financial Network May 2010 - May 2011
The Sports Authority May 2006 - August 2009
Skills
Sales Process, Sales Operations, Teamwork, Customer Retention, Sales Management, Team Leadership, Competitive Analysis, Cross-functional Team..., Persuasive Communication, Customer Acquisition, Cold Calling, Sales Support, Team Oriented, Written Presentations, Customer Focus, Business Acumen, Market Analysis, Communication Skills, Persuasive Presentation..., Team-oriented, Internal Communications, Written Skills, Persuasion Skills, Persuasive Writing, Business Analysis, Pharmaceutical Sales, Sales, Customer Service
Education
Purdue University 2007 — 2011
Bachelor of Science, Selling and Sales Management
Hot Yoga Revolution November 2010 - Present
Strength and Fitness Club April 2008 - Present
The GMS Group January 2015 - Present
The GMS Group June 2003 - December 2014
Financial Industry Regulatory Authority (FINRA) January 2011 - November 2011
CSFB direct June 2001 - May 2002
Northwestern Mutual Financial Network May 2001 - May 2002
Skills
Series 7, Insurance, Microsoft Excel, Sales, Customer Service, Series 63, Microsoft Word, Risk Management, Fixed Income, Investments, Securities, Microsoft Office, Equities, Excel, Word, PowerPoint, Customer Relations
Education
Rider University 1996 — 2000
Bachelor of Science, Business Administration
Rider University 1996 — 2000
BS, Business Administration
Cranford High School 1992 — 1996
Northwestern Mutual Financial Network January 2008 - Present
Kuehl Shepherd & Associates, P.C. January 2005 - December 2007
Skills
Securities, Long Term Care Insurance, Disability Insurance, Retirement Planning, Strategic Financial..., Long-term Care, Wealth Management, Life Insurance, Financial Advisory, Financial Services, Certified Financial..., Insurance, Financial Goals, IRAs, Wealth Management...
Education
Seton Hall University School of Law 1983 — 1986
Doctor of Law (J.D.), Estate Planning
University of Richmond 1980 — 1983
Bachelor of Arts, Political Science, Women's Studies
JR Tucker High School 1976 — 1980
Diploma
Northwestern Mutual 2011 - Present
6 Degrees Business Networking 2011 - Present
Ray White Real Estate, Sydney, Australia 2008 - 2011
AMN Heathcare 2008 - 2008
Northwestern Mutual Financial Network 2007 - 2008
Education
San Diego State University-California State University 2002 — 2006
Bachelors, Political Science, Spanish
Rockhurst High School 1996 - Present
Northwestern Mutual Financial Network February 1979 - Present
BMA October 1978 - February 1979
Skills
Needs Analysis, Retirement, Retirement Planning, Strategic Financial..., Insurance, Investments, Disability Insurance, Life Insurance, Employee Benefits, Selling, Finance, Fixed Annuities, Series 63, Mutual Funds, Business Analysis, Sales, Financial Analysis, Wealth Management, Investment Advisory, Asset Allocation, Long Term Care Insurance, Term Life Insurance, Wealth Accumulation, College Savings Plans, Financial Planning
Education
Rockhurst University 1972 — 1976
Rockhurst High School 1969 — 1972
Bleu August 2014 - Present
The Beach & Company August 2010 - December 2013
Northwestern Mutual Financial Network December 2007 - May 2009
Children's Home Society April 2005 - November 2007
Cavanaugh & Associates January 2004 - January 2005
Grassroots Producttions August 2000 - November 2002
Skills
Real Estate, Condos, Investment Properties, Residential Homes, Sellers, Sales, Financial Services, Marketing Communications, Public Relations, Crisis Management, Coordinating Special..., Business Development, Project Management, Sales Management, Manage Client..., Client Relations Skills, Press Releases, Social Media, Strategic Media..., Liasoning, Corporate Image..., Web Content, Video Production, Social Media Marketing, Web Development, Strategy, Buyers, First Time Home Buyers, Rentals, Luxury, Property, Property Management, Real Property, Marketing, Media Relations, Advertising, Marketing Strategy, Event Management
Education
Randolph-Macon Woman's College 1996 — 2000
Bacholor's of Arts, Political Science and Communications
New Hanover High School 1992 — 1996
Bloomberg LP February 2012 - Present
Cloud_171 eBay Business July 2002 - Present
Northwestern Mutual Financial Network May 2010 - August 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
B.S., Finance
Viniferous World Wines and Craft Beers January 2012 - Present
Turn and Burn Lacrosse LLC August 2007 - December 2011
Turn and Burn Lacrosse LLC August 2007 - December 2011
Oakley Advertising October 2008 - July 2009
Boone Oakley 2008 - 2009
Northwestern Mutual Financial Network January 2007 - April 2007
No Excuses Fitness Training September 2006 - November 2006
Skills
Social Media, Advertising, Facebook, Marketing, Public Relations, Digital Media, Sales, Blogging, Management, New Business Development, Business Strategy, Cold Calling, Coaching, Website Development, Business Planning, Event Management, Radio, Microsoft Excel, Customer Service, Microsoft Word
Education
Queens University of Charlotte 2003 — 2007
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Queens University of Charlotte 2003 — 2007
Bachelor of Arts, Business Marketing
Northwestern Mutual Financial Network 2001 - Present
Buildnet, Inc. 1998 - 2001
Sharbell Development Corp. 1989 - 1998
Matrix Development Group 1986 - 1989
Schiavone Construction 1982 - 1986
Deloitte & Touche 1977 - 1982
Education
Seton Hall University 1974 — 1977
BS, Accounting
Northwestern Mutual Financial Network January 1979 - Present
Skills
Estate Planning, Life Insurance, Fixed Annuities, 401k, Disability Insurance, Leadership, Retirement Planning, Long-term Care, Spanish, Education Funding, Insurance
Education
Saint Louis University 1976 — 1981
Bachelor of Science
Saint Louis University 1976 — 1981
Bachelor of Arts
Servite High School, Anaheim 1972 — 1976
Greater Kokomo Economic Development Alliance November 2009 - Present
Northwestern Mutual Financial Network September 2007 - November 2009
Monster February 2006 - January 2007
Verizon Wireless 2000 - 2005
Purdue Telefund 2000 - 2003
Osco Drug 1998 - 2003
Education
Purdue University 2000 — 2005
Bachelors, History
Invesco Ltd. September 2014 - Present
UBS Financial Services, Inc. July 2010 - September 2014
Northwestern Mutual Financial Network June 2009 - June 2010
Toyota Financial Services May 2008 - August 2008
Education
Purdue University 2005 — 2009
Bachelor of Science in Management, Finance, Marketing
Tintri Storage February 2015 - Present
EMC February 2011 - February 2015
Cintas January 2006 - February 2011
Cintas January 2003 - June 2006
Northwestern Mutual Financial Network May 2002 - December 2003
Skills
New Business Development, Contract Negotiation, Leadership Development, Leadership, B2B, Selling, Sales Management, Hiring, Sales, Strategic Planning, Sales Process, Cold Calling, CRM, Sales Operations, Team Building, Direct Sales, Salesforce.com, Solution Selling, Account Management, Training, Sales Presentations, SaaS, Cloud Computing, Channel Partners, Lead Generation, Enterprise Software, Management, Data Center, Virtualization, Disaster Recovery
Education
Rutgers, The State University of New Jersey-Camden 1997 — 2001
BS, Economics
Sterling High School 1993 — 1997
AIM Consulting Group September 2015 - Present
Slalom Consulting November 2012 - September 2015
Valence Health April 2011 - November 2012
JPMorgan Chase February 2008 - April 2011
Northwestern Mutual Financial Network July 2007 - February 2008
R.H Donnelley January 2007 - July 2007
Enterprise Rent-A-Car April 2005 - December 2006
Skills
Business Analysis, Business Intelligence, Business Development, Process Improvement, Analysis, Management, Leadership, Sales, Strategic Planning, Customer Service, Program Management, Banking, Integrated Marketing, Retail, Finance, Consulting, IT Strategy, Project Management, Data Visualization
Education
Roosevelt University 2008 — 2010
MBA, Business Management
University of Illinois at Urbana-Champaign 2000 — 2004
BA, Sociology
Lincoln Park High School 1998 — 2000
TEKsystems January 2015 - Present
Total Entertainment February 2014 - Present
Richie Enterprise Corp. August 2012 - Present
FindThatCourse January 2014 - October 2014
Omega Marketing Group, Inc. August 2013 - June 2014
Jefferey Craig/Pure Energy Entertainment March 2013 - February 2014
Northwestern Mutual Financial Network June 2011 - August 2012
Rutgers University October 2010 - May 2011
Rutgers University January 2010 - May 2010
Abercrombie September 2008 - May 2010
Skills
Facebook, Economics, Risk Management, Outlook, Team Leadership, Microsoft Office, Event Planning, PowerPoint, Time Management, Research, Public Speaking, Social Networking, Teamwork, Microsoft Word, Customer Service, Microsoft Excel, Social Media, Access, Project Management, Marketing, Management, Analysis, Data Analysis, Market Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelors, Economics and Entrepreneurship
Ridge High School
High School Diploma
CP Hospitality May 2011 - Present
New South Media March 2009 - November 2011
Northwestern Mutual Financial Network October 2007 - March 2009
Skills
Social Media, Event Planning, Public Relations, Editing, Press Releases
Education
West Virginia University 2005 — 2009
MSJ, Journalism, Public Relations
Shepherd University 2001 — 2005
BA, Psychology, Women's Studies
Randstad August 2012 - 2015
The Accurate Group February 2010 - August 2012
The Duke Mansion February 2009 - February 2010
Northwestern Mutual Financial Network February 2008 - February 2009
Skills
Insurance, Financial Analysis, Fundraising, Event Planning, Customer Service, Public Speaking, Sales, Microsoft Excel, PowerPoint, Microsoft Word, Budgets, Coaching, Management, Training
Education
Queens University of Charlotte 2012 — 2013
McColl School of Business; Masters of Science, Organization Development
Queens University of Charlotte 2004 — 2008
Bachelor of Arts, Business Administration; Marketing; Corporate Communications and Professional Golf Management
Stacy Lynn Diehl photography August 2009 - Present
Kristie Carlise Duncan September 2011 - September 2011
Pete Christman, Artist and Professor January 2011 - July 2011
Northwestern Mutual Financial Network August 2001 - July 2009
Washtenaw Community College January 2009 - May 2009
Ritz Camera & Image June 2005 - May 2006
Skills
Digital Photography, Photoshop CS5, Lightroom 3, Film Processing, Darkroom Printing, Alternative Process, Microsoft Office, Mac, PC, Photography, Retouching, Photo Editing, Lightroom, Mac OS X, Photoshop, Portrait Photography, Adobe Creative Suite, Film, Image Manipulation, Illustration, Image Editing
Education
Savannah College of Art and Design 2009 — 2011
BFA, Photography
Washtenaw Community College 2006 — 2009
Certificate and Associates Degree, Photographic Technology
Comcast Spotlight February 2010 - Present
Comcast Spotlight December 2004 - February 2010
Northwestern Mutual Financial Network June 1997 - November 2004
Curran and Associates, Inc. November 1994 - June 1997
Skills
Succession Planning, Talent Management, Recruiting, Talent Acquisition, Human Resources, Training, Leadership Development, Leadership, Strategy, Coaching, Management, Career Counseling, Hiring, Staff Development, Program Facilitation, Team Building...
Education
Saint Joseph's University 1990 — 1994
Bachelor Arts
Wheeling Jesuit University 1988 — 1990
Bachelor of Arts (BA)
Northwestern Mutual Financial Network September 1999 - Present
Los Angeles Jewish Home for the Aging 1998 - Present
Temple Ramat Zion 2005 - 2012
WRN Letip 2010 - 2011
Los Angeles Jewish Home 1998 - 2011
Christian and Company Certified Public Accounting January 1996 - December 1999
Christian and Company Certified Public Accountants January 1996 - September 1999
Education
San Diego State University-California State University 1986 — 1991
BS, BA
San Diego State University-California State University 1986 — 1990
Bachelor of Arts (BA), Business Administration and Management, General
San Jose Street School 1978 — 1979
San Jose Street School 1977 — 1979
Charter Oak Insurance and Financial Services December 2011 - Present
Northwestern Mutual Financial Network June 2008 - December 2011
PNC May 2007 - August 2007
Skills
Insurance, Financial Analysis, Retirement, Disability Insurance, Securities, Business Planning, Retirement Planning, Financial Services, Program Management, Sales, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Finance, Rutgers Business School
Loomis Chaffee
New Britain High School
The Coastal Virginia Law Firm of Brook M. Thibault & Associates P.C. 2014 - Present
John D. Hooker, Jr. & Associates 2011 - 2014
Virginia Indigent Defense Commission 2008 - January 2011
CMA CGM (America) LLC 2007 - 2008
Law Office of Bobby L 2005 - 2006
Rabinowitz, Swartz May 2005 - August 2005
Dale Carnegie of Northeastern New York 2002 - 2003
Fleet Boston Financial 2000 - 2002
Northwestern Mutual Financial Network December 1999 - June 2000
Skills
Litigation, Personal Injury, Civil Litigation, Criminal Defense, Courts, Personal Injury..., Corporate Law, Criminal Law, Commercial Litigation, Accident, Maritime Law, Arbitration, Divorce, Child Custody, Child Support, Administrative Law, Appeals, International Law, Legal Assistance, Legal Research, Legal Writing, Powers of Attorney, Product Liability, Torts, Trial Practice, White Collar Criminal...
Education
Regent University School of Law 2003 — 2006
Juris Doctor, Law
University of Strasbourg, France 2003 — 2004
International & Comparative Law, International Human Rights Law
University at Buffalo 1996 — 1999
Bachelor of Arts, Political Science; Public Affairs/Legal Studies Concentration
State University of New York Maritime College 1995 — 1996
Naval Arch.
AST Corporation March 2015 - Present
Westell April 2013 - March 2015
Westell November 2012 - March 2015
Arthur J. Gallagher & Co. October 2011 - November 2012
First Student April 2010 - September 2011
Schiff Harden October 2009 - December 2009
Universal Financial Bank August 2008 - June 2009
Giordano's Co May 2006 - May 2007
Northwestern Mutual Financial Network May 2005 - August 2005
Bullaro, Carton, & Stone LLP May 2000 - September 2000
Skills
Financial Analysis, Microsoft Excel, Salesforce.com, Strategic Financial..., Microsoft Office, PowerPoint, Microsoft Word, Insurance, Strategic Planning, Risk Management, Sales, Training, Marketing, Analysis, Forecasting, Strategy, Cross-functional Team..., Management, Business Development, Customer Service, Process Improvement, SAP, Finance, Sales Process, Integration, Time Management, Pricing, Leadership
Education
Purdue University 2003 — 2007
Bachelor's Degree, FInancial Services and Finance, Graduated with a GPA of 3.45 within my Major
College of DuPage 2002 — 2003
University of Tennessee 2001 — 2002
Neuqua Valley High School 1997 — 2001
Lawley August 2012 - Present
Sun Life Financial April 2005 - August 2012
Northwestern Mutual Financial Network September 2003 - March 2005
Nixon Peabody December 2002 - September 2003
Skills
Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Insurance, Underwriting, Health Savings Accounts, Marketing, Benefits Administration, Leadership, 401k, Brokers
Education
Roberts Wesleyan College 1998 — 2002
BS, Business
ChartIQ September 2015 - Present
Level-1 Research, LLC December 2013 - September 2015
SNL Financial November 2011 - March 2015
Northwestern Mutual Financial Network April 2011 - November 2011
Skills
Sales, Sales Operations, Selling, Salesforce.com, Account Management, Business Development, Financial Analysis, New Business Development, Market Research, Strategic Planning, Financial Modeling, Marketing Strategy
Education
Sewanee-The University of the South 2002 — 2006
Bachelor of Arts (B.A.), History
Woodberry Forest School 1999 — 2002
High School
Essential Power, LLC February 2015 - Present
Essential Power, LLC March 2014 - Present
Deloitte & Touche September 2011 - February 2014
Deloitte & Touche January 2011 - March 2011
Northwestern Mutual Financial Network September 2009 - June 2010
Preferred Auto Repair September 2006 - September 2008
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2011
MBA, Accounting
Rutgers University-New Brunswick 2006 — 2010
BA, Sociology, Economics
Osteria Chichetti May 2012 - Present
Northwestern Mutual Financial Network September 2011 - May 2012
The Campus Special, LLC May 2011 - January 2012
Applebee's Neighborhood Grill and Bar August 2005 - January 2008
Skills
Advertising, Social Media Marketing, Social Networking, Event Planning, Social Media, Marketing, Sales, Account Management, CRM, Customer Service, Public Speaking, Negotiation, Management, Microsoft Office, Facebook, Small Business, Marketing Strategy, Sales Management, Online Marketing, Leadership, Recruiting, Microsoft Word, Direct Sales, Entrepreneurship, Online Advertising, Budgets, B2B, Marketing Communications, New Business Development, Email Marketing, Time Management, Lead Generation, Microsoft Excel, Customer Satisfaction, Team Building, Market Research, Public Relations, Fundraising, Strategic Planning, Selling, PowerPoint, Cold Calling, Training, Product Development, Outlook, Team Leadership, Project Planning, Yoga, Meditation, Mindfulness
Education
Wilmington yoga center 2014 — 2014
200 hour kunga yoga and lifestyle training, Yoga Teacher Training/Yoga Therapy
University of North Carolina at Wilmington 2007 — 2011
Business, Management and Leadership
Rockland Community College 2004 — 2005
associates, liberal arts
Frontier Wealth Strategies October 2012 - Present
Northwestern Mutual Financial Network March 2010 - September 2012
Sampson Investment Management February 2005 - April 2010
Various Companies August 1997 - May 2002
Skills
Insurance, Investments, Retirement Planning, Comprehensive Financial..., Executive Benefit..., Tax, Fixed Annuities, Financial Goals, Investment Advisory, Strategic Financial..., Retirement, Portfolio Management, Financial Planners, Employee Benefits, Estate Planning, Financial Services, Financial Advisory, Mutual Funds, Wealth Management, 401k, IRAs, Life Insurance, Finance, Series 63, Asset Allocation, Series 7, Investment Strategies, Long Term Care Insurance, Financial Planning
Education
San Francisco State University
B.S., Business/Accounting
University of the Philippines
AA, Liberal Arts
Wagner High School
The McTigue Financial Group April 2008 - Present
The McTigue Financial Group April 2008 - Present
Northwestern Mutual Financial Network April 2008 - August 2008
Simon Construction Co. Inc. April 1998 - August 2007
Skills
Leadership, Finance, Customer Service, Microsoft Office, Sales, Public Speaking, Microsoft Excel, Marketing, Time Management, Social Media
Education
New Prairie High School
Purdue University
Selling and Sales Management / Computer Network Information Technology / Organizational Leadership, Finance, Entreprenurship, Sales, Organization, Leadership, Technology
Expeditors July 2015 - Present
Expeditors December 2014 - August 2015
Expeditors March 2014 - November 2014
UMKC June 2012 - May 2014
Polo Ralph Lauren March 2011 - May 2012
L Plus LLC July 2010 - March 2011
Salve Regina University September 2006 - May 2010
Jos. A. Bank October 2008 - April 2010
Northwestern Mutual Financial Network March 2008 - June 2009
Skills
Strategic Planning, Decision Making, Business Strategy, Business Planning, Regression Models, Monetary Policy, Fiscal Policy, International Finance, Project Management, Business Development, Marketing Strategy, Entrepreneurship, Management, Sales, Budgets, Leadership, Time Management, Microsoft Excel, Conflict Management, Creative Concept Design, Team Leadership, Public Speaking
Education
University of Missouri-Kansas City 2012 — 2014
Master of Arts (MA), Economics
Salve Regina University 2006 — 2010
Bachelor's of Science, Economics; Money and Finance
Daniel Hand High School 2002 — 2006
Lazard Asset Management September 2013 - Present
Morgan Stanley May 2012 - September 2013
HSBC Alternative Fund Services September 2010 - May 2012
Northwestern Mutual Financial Network December 2007 - May 2010
Skills
Investor Relations, AML, Fund Of Funds, Due Diligence, Microsoft Office, Competitive Analysis, CRM, KYC, Client Relationship..., Hedge Funds, Documentation, International Business, Emerging Markets, Client Services, Investment Strategies, Institutional..., Series 7, Series 66, Series 31, Alternative Investments, Equities
Education
Quinnipiac University - School of Business 2006 — 2010
BS, International Business
University of Richmond, Florence 2009 — 2009
International Studies, International Business
Center for Wealth Planning, Inc October 2012 - Present
Northwestern Mutual Investment Services May 2007 - June 2010
Northwestern Mutual Financial Network September 2006 - May 2007
Northwestern Mutual Investment Services February 2006 - August 2006
NOrthwestern Mutual Financial Network April 2005 - February 2006
Northwestern mutual financial Network November 2001 - April 2005
Taco Bell/ KFC March 1995 - June 2001
Skills
Sales, Account Reconciliation, Management, Microsoft Excel, Life Insurance, Training, Investments, Finance, Financial Analysis, Insurance, Marketing
Education
Saginaw Valley State University 1994 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
Saginaw Valley State University
BBA, Business Management
Johnson Controls June 2015 - Present
Imaginapp August 2013 - Present
Johnson Controls June 2012 - May 2015
SnagMobile September 2011 - October 2013
Northrop Grumman Corporation Intelligence Systems June 2011 - August 2011
Gearcor, Inc May 2010 - August 2010
Northwestern Mutual Financial Network May 2009 - August 2009
Skills
Sales, Product Development, Team Leadership, Entrepreneurship, Software Project..., Project Management, Software Development, Process Improvement, Management, Bootstrapping, Marketing Strategy, Creative Strategy, Creative Direction, MS Project, Six Sigma, Engineering
Education
Rensselaer Polytechnic Institute 2008 — 2012
Bachelors, Mechanical Engineering
Legacy Restoration, LLC August 2015 - Present
Integrity Communications Consultants, Inc. October 2014 - August 2015
Remodel USA April 2013 - October 2014
Remodel USA March 2012 - October 2014
Rok Sushi Kitchen March 2011 - March 2012
Northwestern Mutual Financial Network November 2007 - June 2008
Texas Roadhouse November 2006 - November 2007
Bella Bella Italian 2006 - 2006
Skills
Sales, Event Planning, Public Speaking, Social Networking, Recruiting, Marketing, Microsoft Excel, Microsoft Office, Fundraising, Social Media, Coaching, Social Media Marketing, Event Management, Time Management, Advertising, Customer Satisfaction, Outlook, Team Building, Leadership, Team Leadership, Employee Training, Sales Management, Training, Teamwork
Education
Principia College 1999 — 2003
Business/Sports Management
Qualtronics June 2012 - Present
Manufacturing Referral Network November 2012 - Present
Wentico and Co February 2011 - June 2012
Evolve, A Cincinnati Bell Company February 2010 - February 2011
Northwestern Mutual Financial Network September 2005 - March 2010
Southwestern Company May 2002 - August 2004
Skills
Manufacturing, Marketing, Lifestyle Coaching, Building Relationships, DISC, Solution Selling, Account Management, Leadership, Start-ups, Sales, Sales Management, Direct Sales, Small Business, Management, Strategy, Insurance, Integrated Marketing, Cold Calling, Networking, Strategic Planning, Team Building, B2B, Sales Operations, New Business Development
Education
Purdue University 2000 — 2004
BS, OLS
Lushin
Lushin
Ajilon Professional Staffing June 2007 - Present
Northwestern Mutual Financial Network June 2006 - June 2007
Skills
Temporary Staffing, Permanent Placement, Recruiting, Temporary Placement, Technical Recruiting, Talent Acquisition, Staffing Services, Contract Recruitment, Internet Recruiting, College Recruiting, Applicant Tracking..., Benefits Negotiation, Screening Resumes, Staff Augmentation, Executive Search, Job Fairs, Sourcing
Education
Quinnipiac University 2001 — 2005
Bachelor of Science (B.S.), Marketing
U.S. Department of State April 2015 - Present
Peace Corps September 2011 - November 2013
Grand Circle Corporation June 2010 - September 2011
Greenberg & Co February 2010 - May 2010
The Albert Schweitzer Institute August 2008 - May 2010
Daniel J. Kelleher, Attorney at Law May 2007 - January 2010
Northwestern Mutual Financial Network June 2009 - September 2009
Alianza Americana June 2008 - August 2008
Skills
Spanish, Public Speaking, Legal Writing, Teaching, Microsoft Word, Piano, Leadership Development, Social Media, Guitar, Public Relations, Writing, Word, Ukrainian, Grant Writing, International..., Leadership, Event Management
Education
Quinnipiac University 2006 — 2010
Bachelor of Arts, Mathematics, Spanish
Universidad de Granada 2009 — 2009
Apple April 2015 - Present
Samsung Electronics January 2014 - April 2015
Samsung Electronics August 2010 - January 2014
frog design, inc. February 2006 - July 2010
Mediasmith, Inc. May 2005 - January 2006
Loomis Group January 2005 - March 2005
Northwestern Mutual Financial Network September 2004 - December 2004
Applied Materials March 2004 - August 2004
Skills
Product Development, Product Marketing, Positioning, Brand Development, Product Management, Analytics, Mobile Devices, Market Research, Digital Media, Advertising, Management, User Interface Design
Education
Santa Clara University 2002 — 2005
BS, Commerce (Emphasis in Marketing)
Bellarmine College Preparatory 1998 — 2002
Young Living Essential Oils August 2015 - Present
Allegis Benefits Group 2010 - August 2015
Northwestern Mutual Financial Network October 2008 - June 2009
Ted Baker August 2005 - July 2008
Skills
Insurance, Customer Service, Sales, Health Care..., Medicare, Selling, Management, Employee Benefits, Retail, Cold Calling, Account Management, Customer Retention, Customer Satisfaction, Small Business, Training, Leadership, Marketing, Strategic Planning
Education
San Jose State University 2005 — 2008
Business/Marketing
Prospect High School 1999 — 2003
YP July 2013 - Present
BWG Strategy LLC September 2013 - Present
WTM Consulting January 2013 - July 2013
Everyday Health December 2010 - December 2012
IAC/InterActiveCorp - Mindspark Interactive Network, Inc. August 2005 - October 2010
Praxinet August 2001 - August 2005
Rensselaer Polytechnic Institute August 1996 - July 2001
University at Albany July 1995 - July 1996
Northwestern Mutual Financial Network January 1993 - April 1995
Skills
Product Management, Strategy, E-commerce, Product Marketing, Competitive Analysis, Cross-functional Team..., Product Development, Strategic Partnerships, Marketing, Direct Marketing, Leadership, Management, User Experience, Business Development, Online Advertising, Ad Tech, Market Research, Enterprise Software, Social Media, Agile Methodologies, Digital Strategy, Financial Modeling, Customer Acquisition, Marketing Strategy, Team Building, Strategic Planning, Partner Management, Talent Management, Project Management, Conversion Optimization, Virtual Worlds, Problem Solving, Licensing Negotiations, Functional Requirements, Data Analysis, Technical Writing, Consumer Marketing, Loyalty Programs, Game Mechanics, Gamification, Community Management, Telemarketing, Direct Sales
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 2001
MBA, Marketing & New Product Development
Rensselaer Polytechnic Institute 1997 — 2001
MS, Technical Communication
Rensselaer Polytechnic Institute 1988 — 1993
BS, Chemical Engineering
Kyocera Communications, Inc. June 2014 - Present
Guild Mortgage April 2014 - June 2014
BofI Federal Bank May 2013 - March 2014
Northwestern Mutual Financial Network March 2011 - April 2013
Skills
Education Funding, Retirement Planning, Disability Insurance, Retirement, Life Insurance
Education
University of San Diego 2010 — 2013
Bachelor of Arts, Economics
The Washington Center 2011 — 2011
Political Science
San Diego Mesa College 2007 — 2010
Northwestern Mutual Financial Network April 1981 - Present
Northwestern Mutual 1981 - Present
Skills
Long Term Care, Disability Insurance, Annuities, Financial Planning, Mutual Funds, Business Planning, Estate Planning, 401k, 401k Rollovers, Asset Allocation, Asset Management, Financial Services, Long-term Care, Fixed Annuities, Series 6, Insurance, Series 65, Strategic Financial..., Portfolio Management, Retirement Planning, Retirement, Life Insurance, Investment Strategies, Sales, Financial Analysis, IRAs, Wealth Management, Investments, Investment Advisory, Small Business, Series 7, Series 63, FINRA, Wealth, Wealth Accumulation, Long Term Care Insurance, Uniform Combined State..., Defined Benefit, Term Life Insurance
Education
Santa Clara University 1969 — 1972
BA
LendingHome Corporation December 2014 - Present
Privlo March 2014 - November 2014
Northwestern Mutual Financial Network November 2008 - January 2014
First Franklin - Merrill Lynch September 1989 - April 2007
Cleveland Indians 1986 - 1989
Skills
Leadership, Public Speaking, Fundraising, Management, Strategic Planning, Competitive Analysis, Time Management, Business Analysis, Finance, Executive Management, Sales, Financial Analysis, Strategy, Budgets
Education
Santa Clara University 1982 — 1986
Bachelor of Science, Finance
Lakewood High School 1980 — 1982
Northwestern Mutual Financial Network December 2006 - Present
Seattle University September 2006 - May 2008
Enterprise Rent-A-Car June 2005 - December 2006
Education
Seattle University 2004 — 2008
Bachelors of Arts, Finance
Anthony Meindl's Actor Workshop May 2010 - Present
Business Wire, Berkshire Hathaway Company July 2009 - April 2010
Kurman Communications December 2008 - February 2009
Northwestern Mutual Financial Network November 2007 - May 2008
EdVenture Partners October 2004 - July 2005
Skills
Social Media, Facebook, Email Marketing, Copywriting, Publicity, Creative Writing, Marketing, Online Advertising, Budgets, Microsoft Office, Public Speaking, Advertising, Market Research, Management, Public Relations, Sales, Event Planning, Social Networking, Blogging, PowerPoint, Creative Direction, Customer Service, Social Media Marketing, Start-ups, Film, Marketing Communications, Television, Press Releases, SEO, Graphic Design, CRM, YouTube, Media Relations, Online Marketing, Digital Marketing, Event Management, New Media
Education
San Diego State University-California State University 2004 — 2008
BA, Communication/Marketing
Krol Kazimierz Wielki Polish Language School January 2014 - Present
New York Life Insurance Company August 2013 - Present
Polish Teachers Association in America February 2013 - Present
Jan Brzechwa Polish Language School September 2007 - May 2014
Northwestern Mutual Financial Network November 2008 - October 2013
Skills
Microsoft Excel, Retirement, Investments, Life Insurance, PowerPoint, Insurance, Customer Service, Outlook, Finance, Disability Insurance, Fixed Annuities, Microsoft Office, Mutual Funds, Retirement Planning, Financial Analysis, Strategic Financial..., Asset Allocation, Financial Services, Investment Strategies, Long-term Care, Analysis, Client Services, Sales, Marketing, Social Networking, Financial Planning, Management, Leadership, Team Building
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2013
Project Management Certificate Program, Executive Education
University of Pedagogy, Krakow, Poland 1999 — 2004
Masters Degree, Concentration in military & defense education
Quinlan School of Business, Loyola University Chicago
MBA Certificate Program, Executive Education
Sheltering Arms Physical Rehabilitation Center December 2010 - Present
Northwestern Mutual Financial Network November 2007 - September 2009
Winn's Hauling January 2006 - November 2007
Golf Galaxy April 2004 - January 2006
Skills
Performance Management, Employee Relations, Deferred Compensation, HRIS, Benefits Administration, Program Management, Strategic Planning, Personnel Management, Personal Development, Team Building, Employee Benefits, Talent Management, Time Management, Workforce Planning, Human Resources, Organizational..., Succession Planning
Education
University of Richmond 2007 — 2010
Masters, Human Resource Management
Randolph-Macon College 1999 — 2004
Bachelor of Arts, Major in Studio Art; Minor in Art History
The Asheville School 1995 — 1999
Northwestern Mutual Charlotte June 2014 - Present
Northwestern Mutual May 2012 - June 2014
Northwestern Mutual - Charlotte May 2006 - May 2012
John Hancock February 2005 - May 2006
Northwestern Mutual Financial Network December 2003 - January 2005
Skills
Investments, Series 7, Wealth Management, Financial Services, Insurance
Education
Queens University of Charlotte 2008 — 2011
Organizational Communications
University of Pittsburgh 1986 — 1987
Dow AgroSciences September 2014 - Present
Dow AgroSciences January 2014 - September 2014
Dow AgroSciences May 2013 - January 2014
Takeda Pharmaceuticals May 2012 - August 2012
Northwestern Mutual Financial Network February 2010 - July 2010
Augmentity May 2008 - February 2010
Agilysys (Formerly Innovativ) May 2006 - December 2007
Skills
Supply Chain Management, Program Management, Data Analysis, Minitab, Financial Analysis, Team Leadership, Leadership, Project Management, CRM, Strategy, Cross-functional Team..., Analysis, Supply Chain
Education
Purdue University - Krannert School of Management 2011 — 2013
MBA, Global Supply Chain Management, Operations, Finance
Purdue University 2004 — 2008
BS, Industrial Engineering
Ross Stores April 2011 - October 2011
McGraw-Hill September 2009 - November 2010
Phoenix Search Group November 2007 - March 2009
Northwestern Mutual Financial Network July 2006 - August 2006
Education
Roger Williams University 2002 — 2007
B.S
Forman School 1998 — 2002
Northwestern Mutual April 2012 - Present
Northwestern Mutual Financial Network February 1971 - Present
Skills
Disability Insurance, Long Term Care, Annuities, Retirement Planning, Retirement
Education
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Finance
Rice University
Merrill Lynch October 2014 - Present
Merrill Lynch January 2014 - October 2014
Merrill Lynch June 2013 - January 2014
PHH Mortgage April 2012 - June 2013
Merrill Lynch April 2011 - March 2012
Northwestern Mutual Financial Network January 2010 - April 2011
Skills
Time Management, Series 7, Sales, Retirement Planning, Leadership, Investments, Financial Services, Finance, Customer Service, Banking, Financial Analysis, Mortgage Lending, Retirement
Education
Rider University 2006 — 2010
Management & Leadership
Hunterdon Central Regional High School 2002 — 2006
East Amwell Township School
Guggenheim Partners May 2015 - Present
Lyxor Asset Management May 2014 - May 2015
Providence College Student Managed Investment Fund September 2013 - December 2013
EMC June 2013 - August 2013
TD Securities May 2012 - August 2012
Northwestern Mutual Financial Network June 2011 - August 2011
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, SAP, Financial Modeling, Access, Leadership, Teamwork, Financial Analysis
Education
Providence College 2010 — 2014
B.S. Finance, Minor in Economics
IES Abroad- Paris 2013 — 2013
Study Abroad
Ridgefield High School 2006 — 2010
Willis January 2014 - Present
Willis December 2011 - Present
Willis July 2010 - December 2011
Consumer Credit Counseling Service January 2010 - May 2010
Northwestern Mutual Financial Network May 2009 - December 2009
Skills
Insurance, Marketing, Spanish, Financial Services, Finance, Negotiation, Underwriting, Property & Casualty..., Health Insurance, Financial Analysis, Risk Management, Commercial Insurance, Sales, PowerPoint, Microsoft Excel, Portfolio Management, Analysis, Data Analysis, Due Diligence, Risk Assessment, Professional Liability, Financial Risk, Brokers, Workers Compensation, Liability
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Business Administration, Finance, Spanish
Saint Louis University, Madrid, Spain 2009 — 2009
Bachelor of Science (B.S.), Finance; Spanish
Carrier Corporation September 2011 - Present
LPL June 2011 - August 2011
Wells Fargo Bank April 2010 - May 2011
Wachovia February 2008 - July 2008
Wachovia Bank February 2008 - July 2008
Northwestern Mutual Financial Network September 2005 - December 2007
Skills
Customer Service, Risk Management, Management, Analysis, Business Development, Microsoft Excel, New Business Development, Finance, Financial Analysis, Microsoft Office, Pricing, Project Management
Education
Queens University of Charlotte 2014 — 2016
MBA, Business Administration and Management, General
University of North Carolina at 2001 — 2005
B.S.B.A, Management; Entrepreneurship
Northwestern Mutual Financial Network 2005 - Present
Insurance Specialists, Inc 2004 - 2005
Skills
Finance, Investments, Management, Leadership, Strategic Planning, Mutual Funds, Financial Services, Insurance
Education
Providence College 2000 — 2004
University of Wollongong 2003 — 2003
Northwestern Mutual Financial Network August 1993 - Present
Education
Pratt Institute
The American College
Insurance
Northwestern Mutual Financial Network April 2008 - Present
Skills
Securities, Budgets, Retirement, Financial Analysis, Account Management, Insurance, Personal Financial...
Education
Regis University 2004 — 2008
Bachelor of Science, Finance, Economics
Wheat Ridge
Northwestern Mutual Financial Network July 1972 - Present
Education
Rice University 1967 — 1971
B.A., Electrical Engineering, Economics
The American College
M.S., Financial Services
Northwestern Mutual Financial Network December 1988 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Insurance, Strategic Financial..., Estate Planning, 401k, Fixed Annuities, Life Insurance, Investments, Long-term Care, Mutual Funds, Long Term Care Insurance, Term Life Insurance, Wealth Accumulation, Series 63, Disability Insurance, Financial Services, Series 7, Financial Planning
Education
The American College 2014 — 2014
Chartered Advisor for Senior Living (CASL), Retirement Planning, A
Certtified Financial Planner Board of Standards 2000 — 2002
Certified Financial Planner
The American College 1994 — 1997
Chartered Financial Consultant
The American College 1986 — 1994
Chartered Life Underwriter
Rutgers University – Camden 1979 — 1988
Bachelor of Arts, Business Administration
Shawnee High School 1976 — 1979
Academic
Imperial Valley Community Foundation March 2008 - Present
Northwestern Mutual Financial Network 2006 - 2010
National Comedy Theatre 2000 - 2009
Boy Scouts of America 2004 - 2006
City Wireless - AT&T Wireless 2002 - 2004
Skills
Public Speaking, Customer Service, Non-profits, Team Building, Fundraising, Strategic Planning, Community Outreach, Event Planning, Microsoft Office, Budgets, Marketing Strategy, Public Relations, Leadership, Social Networking, Organizational..., Nonprofits, Program Management, Outlook, Leadership Development, Policy, Coaching, PowerPoint, Social Media, Marketing, Staff Development, Government, Social Media Marketing, Team Leadership, Volunteer Management, Microsoft Word, Market Research, Sales, New Business Development, Microsoft Excel, Management, Program Development, Business Planning, Training, Community Development, Project Management, Grant Writing, Editing, Media Relations, Spanish, Research, Advertising, Event Management, Higher Education, Teaching, Data Analysis
Education
San Diego State University-California State University 1999 — 2003
B.A., Political Science
Northwestern Mutual Financial Network June 2010 - Present
Northwestern Mutual Financial Network July 2008 - June 2010
Citi Smith Barney May 2007 - August 2007
Education
Rollins College 2004 — 2008
Bachelors, English
OutboundEngine March 2015 - Present
OutboundEngine October 2013 - Present
Main Street Hub August 2013 - September 2013
Main Street Hub March 2012 - July 2013
Main Street Hub May 2011 - February 2012
Yelp.com January 2011 - May 2011
Northwestern Mutual Financial Network March 2009 - November 2009
Casual Catering February 2006 - September 2008
Golden State Warriors January 2008 - June 2008
Skills
Social Media Marketing, Salesforce.com, Social Media, Lead Generation, Online Advertising, Facebook, Sales, Cold Calling, Marketing, Social Networking, SEM, PPC, New Business Development, Recruiting, Team Building, Sales Management, Territory Development, Territory Management, Project Management, Sales Rep Training, Sales Operations, Sales Process, Advertising, Management, Team Leadership, Leadership Development, Online Marketing, CRM, Email Marketing, Account Management, Start-ups, Marketing Strategy
Education
San Francisco State University 2007 — 2009
B.S., International Business
Northwestern Mutual Financial Network July 1987 - Present
Skills
Wealth Management, Retirement Planning, Finance, Securities, Series 7, Strategic Financial..., Estate Planning, Retirement, Time Management, Mutual Funds, Portfolio Management, Life Insurance, Insurance, Financial Analysis, Equities
Education
Purdue University 1984 — 1989
Northwestern Mutual Financial Network June 2008 - Present
Education
The American College 2009 — 2013
CLU, ChFC, CASL, Financial Planning
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelor's degree, Personal Finance
Rush University Medical Center September 2014 - Present
DAS Financial May 2005 - Present
University of Illinois at Chicago-Sleep Medicine Center October 2009 - January 2010
Toxair, LLC August 2003 - July 2005
Prudential Financial April 2004 - April 2005
Northwestern Mutual Financial Network January 2004 - April 2004
Hydro-Aire, Inc August 2001 - December 2002
Skills
Transferable Skills, Resume Writing, Public Speaking, Strategic Planning, Statistics, Leadership, Marketing, Research, Leadership Development, Proposal Writing, Nonprofits, Analysis, Team Building
Education
University of Illinois at Chicago 2001 — 2005
MS, Biomedical Engineering & Entrepreneurial Studies
Rush University
Doctor of Philosophy (Ph.D.), Biochemistry and Molecular Biology
Press-Seal Gasket Corp. January 2013 - Present
Press-Seal Gasket Corp. September 2009 - December 2012
American Concrete Pipe Association 2009 - 2010
Martin, Fletcher and Associates September 2008 - May 2009
Martin Fletcher 2008 - 2009
Press Seal Gasket Corporation January 1999 - January 2007
Northwestern Mutual Financial Network June 2005 - August 2005
Menard's Hardware Store June 2003 - August 2003
Skills
Sales, Account Management, Recruiting, Leadership, Training, Marketing, Management, Customer Service, Coaching, Cold Calling, New Business Development, Sales Management, Team Building, Salesforce.com, Direct Sales, Negotiation, Time Management, Contract Negotiation
Education
Purdue University 2003 — 2008
BS, Management
Consortium Institute International 2005 — 2005
Sapir Realty, LLC September 2013 - Present
Ta-im Food Sales & Marketing Group December 2009 - August 2013
Northwestern Mutual Financial Network March 2007 - December 2009
Atlanta Foods International 2002 - 2007
Skills
Lead Cultivation, Customer Oriented, Teamwork, Cold Calling, Food Industry, Fast Learner, Team Leadership, Strategy, Sales Operations, Marketing, Management, Leadership, Inventory Management, Insurance, Grocery, Food, Business Development, Budgets
Education
Rabbinical College of America 1990 — 1994
Bachelors Degree, Jewish law/History
Northwestern Mutual Financial Network January 2000 - Present
Frozen Ropes of Rochester 2005 - May 2014
Frontier League, CanAm League, MLB Europe May 2000 - 2005
Education
St. John Fisher College 1997 — 2000
Saint Bonaventure University 1995 — 1997
Biology, PreMed
Canandaigua Academy 1991 — 1995
St. Mary's School 1981 — 1990
NextGear Capital October 2014 - Present
Northwestern Mutual Financial Network January 2008 - October 2014
Edward Rose Development Co. 2005 - 2008
Skills
Fundraising, Leadership, Risk Management, Estate Planning, Team Building, Time Management, Retirement, Building Relationships, Financial Services, Marketing, Portfolio Management, Social Media, Event Planning, Management, Securities, Account Management, Sales Management, Contract Negotiation, Budgets, Customer Service, Small Business Lending, Investment Properties, Financial Analysis, Investments, 401k, Loans, PowerPoint, Strategic Financial..., Microsoft Office, Training, Negotiation, Retirement Planning, Long Term Care Insurance, Public Speaking, Credit, New Business Development, Small Business, Sales Process, Marketing Strategy, Mutual Funds, Disability Insurance
Education
The American College 2010 — 2015
CLU, ChFC, CFP, : Insurance and Financial Planning Designations
Purdue University 2002 — 2006
Organizational Leadership and Supervision
Depuy Synthes Spine October 2011 - Present
Hughes Medical LLC/ Carter Surgical January 2010 - October 2011
Thinking Dimensions Global Consulting January 2009 - January 2010
Northwestern Mutual Financial Network June 2007 - May 2008
Richmond Cold Storage June 2005 - August 2005
Skills
Marketing Strategy, Six Sigma, Project Management, Negotiation, Microsoft Office, Networking, Inventory, Performance Appraisal, Sales, Competitive Analysis, Leadership, Market Analysis, Medical Devices, Medical Imaging, Medical Coding, Certified Medical..., Italian, Neuroscience, Management Consulting, Business Strategy, Strategy, Sales Process, Business Planning, Marketing, Supply Chain Management, Operations Management, Financial Analysis
Education
University of Iowa - Henry B. Tippie School of Management 2008 — 2009
MBA, International Business/Neuroscience Leadership
Randolph-Macon College 2004 — 2008
BA, Business and Economics
St. Christopher's School 2000 — 2004
CIMBA
Northwestern Mutual Financial Network 2010 - 2011
Manpower Professional July 2008 - September 2010
Nationwide Insurance 2007 - 2007
RE/MAX 2005 - 2006
Gulfshore Mortgage 2001 - 2005
State Farm 2000 - 2001
Farmers Insurance & Financial Services 1994 - 1999
Skills
Real Estate, Commercial Real Estate, Real Estate Transactions, Sales, Marketing
Education
Purdue University 1972 — 1974
Economics & Consumer Science
Northwestern Mutual Financial Network January 2000 - Present
Education
Rhode Island College 1989 — 2003
Bachelor of Science, Sociology/Criminal Justice
The American College
Echo Global Logistics July 2010 - Present
Northwestern Mutual May 2009 - January 2010
Northwestern Mutual Financial Network May 2009 - January 2010
American Eagle Outfitters September 2005 - March 2007
Legg Seeds January 2004 - August 2005
Education
Purdue University 2005 — 2009
Purdue University-West Lafayette
Bachelor of Science, Selling and Sales Management
JP Morgan Chase Bank, N.A. December 2009 - Present
Southern Connecticut Youth Hockey June 2009 - Present
Northwestern Mutual Financial Network June 2009 - October 2009
Nowak & Nowak January 2009 - May 2009
Rochester Big and Tall May 2008 - August 2008
Private Hockey Camp 2006 - 2008
Choyce Peterson Inc. 2006 - 2007
Education
Saint Michael's College 2005 — 2009
Bachelors of Science, Mathematics, Minor in Finance
Northwestern Mutual Financial Network September 2003 - Present
Rogers Corporation June 1998 - August 2002
Pratt & Whitney June 1995 - January 1996
Skills
Retirement Planning, Risk Management, Process Improvement, Wealth Management..., Wealth, Strategic Financial..., Securities, Project Management, Finance, Microsoft Excel, Real Estate, Retirement Plan..., Strategic Planning, Insurance, Wealth Management, Investments, Portfolio Management, Financial Analysis, Financial Advisory, Estate Planning, Retirement, Life Insurance, Asset Management, Disability Insurance, Equities, Wealth Accumulation
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2002 — 2003
MBA
Rensselaer Polytechnic Institute 1993 — 1998
BS
NBSB
Roambi July 2015 - Present
Tealium August 2014 - July 2015
Crawford Group February 2014 - August 2014
280 Group December 2012 - February 2014
280 Group February 2011 - December 2012
Northwestern Mutual Financial Network December 2009 - August 2010
The Boccardo Law Firm Inc June 2007 - July 2009
Skills
Sales, Business Development, Marketing, Online Marketing, Product Marketing, Account Management, Salesforce.com, Lead Generation, Sales Process, CRM, Email Marketing, Social Media Marketing, Marketing Communications, B2B, Social Media, Public Relations, Leadership, Talent Acquisition, Management, Sourcing, Business Process..., Public Speaking, Press Releases, Office Management, Business Planning, Recruitment/Retention, Sales Management
Education
San Jose City College
Business Management
AECOM (URS) May 2011 - Present
AECOM (URS) October 2008 - May 2011
Anchor Staffing of New Jersey May 2006 - October 2008
PHH Mortgage 2005 - 2006
Northwestern Mutual Financial Network 2005 - 2005
Education
Rutgers University-New Brunswick 2010 — 2012
Masters, Human Resource Management
Rowan University 2001 — 2005
Bachelors, Human Resources
Northwestern Mutual Financial Network December 1996 - Present
Guardian Life September 1992 - November 1996
Skills
Big-picture Thinking, Trusted Advisor, Holistic Financial..., Financial Services, Strategy, Wealth Management, Insurance, Equities, Investments, Leadership, Securities, Employee Benefits, Finance, Thinks Out of the Box, Portfolio Management, Objective, Estate Planning, Retirement Income..., College Education..., Tax-advantaged..., Asset Management
Education
Rutgers University-New Brunswick 1988 — 1992
BA, Political Science
Experis Manpower Group January 2012 - Present
Northwestern Mutual Financial Network March 2010 - November 2011
Cascade Medical Enterprise, LLC 2006 - 2009
UBS Global Asset Management 2001 - 2005
Prudential Investments 1998 - 2001
PIMCO 1991 - 1998
Skills
Mutual Funds, Investments, Funding, Asset Management, Hedge Funds, Insurance, Asset, Long Term Care, Disability Insurance, Retirement, Wealth Accumulation, Wealth, Securities, Retirement Planning, Customer Service, Annuities, Customer Relations, Budgeting, Excel, Accounting, Fixed Annuities, Vendor Management, Management, Financial Services, Project Management, Wealth Management..., Data Warehousing, Database Administration, Data Analysis, Program Management, Business Planning, Leadership, Start-ups, Settlement, Investment Management, Relationship Management, Banking, Contract Negotiation, Middle Office, Back Office, Sales, 401k, CRM, Business Analysis, SDLC, Corporate Actions, Operational Risk..., Executive Management, Business Requirements, Process Improvement
Education
Seton Hall University
BS
Pure Romance by Rebecca 2008 - Present
Northwestern Mutual Financial Network February 2005 - September 2007
Education
Shippensburg University of Pennsylvania 2000 — 2004
Citizens Bank June 2015 - Present
Citizens Bank March 2014 - June 2015
Citizens Bank June 2011 - March 2014
Citizens Bank March 2009 - June 2011
Citizens Bank December 2006 - March 2009
Robert Half International May 2004 - December 2006
Northwestern Mutual Financial Network July 2002 - May 2004
Skills
Risk Management, PeopleSoft, Human Resources, Vendor Management, College Recruiting, Banking, Recruiting, Applicant Tracking..., Relationship Management, Talent Acquisition, Financial Services, Performance Management, Employee Benefits, Onboarding, Retail Banking
Education
Providence College 1998 — 2002
San Diego State University January 2012 - Present
San Diego County Public Law Library May 2011 - December 2011
Banana Republic December 2004 - June 2009
The San Francisco Bay Area Group February 2005 - August 2005
Northwestern Mutual Financial Network March 2004 - December 2004
Gordon & Rees LLP October 2003 - March 2004
Jackson & Wallace LLP November 2000 - October 2003
Phillips & Spallas LLP September 1999 - March 2000
Matthew Bender & Co., Inc June 1997 - September 1999
Skills
Legal Research, Legal Writing, Compliance, Litigation, Civil Litigation, Trials, Courts, Personal Injury, Product Liability, Employment Law, Family Law, Licensing, Depositions, Pleadings, Insurance, Research
Education
San Diego State University-California State University 2012 — 2014
Certificate in Accountancy, Accounting
University of San Francisco McClaren School of Business 1997 — 1999
Master of Business Administration, Finance Emphasis
University of San Francisco School of Law 1995 — 1998
Juris Doctor, Law
University of Notre Dame 1991 — 1995
BA, English & Economics
University of Notre Dame Rowing Team 1991 — 1995
BA, English & Economics
Stanford University April 2015 - Present
Groupon September 2013 - March 2015
McKinsey & Company June 2011 - September 2013
University of Michigan Ross School of Business August 2009 - May 2011
McKinsey & Company September 2008 - August 2009
Northwestern Mutual Financial Network June 2007 - September 2008
Children's Memorial Hospital 2005 - 2006
Skills
Interviewing, Talent Management, Interviews, event planning, College Recruiting, Graduate Recruitment, Relationship Management, Data Analysis, Microsoft Excel, PowerPoint, Talent Acquisition, Human Resources, Project Management, Stakeholder Management, Sourcing, Performance Management, Leadership Development, Positive Can-do Attitude, Corporate Recruiting, Applicant Tracking..., Onboarding, Event Planning, Career Development
Education
Purdue University 2001 — 2005
Premier Benefits Insurance Services June 2010 - June 2015
Vectorscape, LLC April 2009 - June 2010
Esria, Inc December 2008 - February 2009
Affinity Risk Management & Insurance Solutions (ARMIS) September 2008 - December 2008
Northwestern Mutual Financial Network June 2007 - September 2008
Palo Alto Eyeworks August 2001 - June 2007
La Bodeguita Del Medio July 2002 - July 2006
Skills
Renewals, Customer Service, Claims Resolution, Outlook, PowerPoint, Microsoft Office, Insurance, Microsoft Word, Microsoft Excel, Marketing, Proposal Writing, Cold Calling, File Management, Workshop Facilitation, Human Resources, Recruiting, Payroll, Data Entry, Customer Support, Inventory Management, Contact Management, Mac OS, Employee Benefits, Benefits Administration, Employee Training
Education
San Jose State University 2001 — 2007
Humanities, Liberal Studies-2007
Bishop Alemany High School 1997 — 2001
HS Diploma
State of California Life and Health
TIAA-CREF Financial Services February 2013 - Present
PNC Investments October 2009 - February 2013
Northwestern Mutual Financial Network December 1999 - October 2009
Skills
Mutual Funds, Wealth Management, Financial Services, Finance, Strategic Financial..., Financial Analysis, Retirement Planning, Fixed Annuities, 401k, Investments, Estate Planning, Variable Annuities, Insurance Planning, Recruiting
Education
Rutgers University – Camden 1995 — 1999
Economics
Northwestern Mutual Financial Network August 2007 - Present
Education
Saint Bonaventure University 2004 — 2007
Northwestern Mutual Financial Network May 2007 - Present
Education
Rollins College 2003 — 2007
Valley Wealth, Inc. August 2011 - Present
Northwestern Mutual Financial Network March 2004 - July 2011
Intel Corporation 2001 - 2003
Accenture 1999 - 2001
Skills
Strategic Financial..., Investments, Financial Services, Mutual Funds, Financial Advisory, Wealth, Estate Planning, Retirement Planning, Wealth Accumulation, Asset Allocation, Risk Management, Finance, New Business Development, Insurance, Retirement
Education
Santa Clara University 2001 — 2003
MBA, Business/Finance
University of the Pacific 1995 — 1999
BS, Business
University of the Pacific - Eberhardt School of Business 1995 — 1999
BS/Business and BA/Spanish, Business/Finance and Spanish
Northwestern Mutual Financial Network October 2006 - Present
Northwestern Mutual Financial Network October 2009 - November 2010
Smith Barney January 2005 - October 2006
Banc of America Investment Services 2003 - 2004
Banc of American Investment Services September 1997 - 2002
Robinson Humphrey May 1995 - September 1997
Skills
Employee Benefits, Finance, Financial Analysis, Strategic Planning
Education
Presbyterian College 1990 — 1994
Bachelor of Arts (BA), English and Business Administration
Arrow Electronics June 2014 - Present
Arch Telecom 2012 - 2013
Arch Telecom 2012 - 2013
New York Life Insurance Company 2009 - December 2012
The Ski Company Mountain Sports September 2001 - September 2009
Brite Computers July 2007 - February 2009
Northwestern Mutual Financial Network November 1997 - December 2001
Dibella's Sub Shop 1996 - 1999
Price Buster Mattress 1996 - 1998
Skills
Salesforce.com, Management, Customer Service, Direct Sales, Marketing, Account Management, Sales Process, Insurance, Solution Selling, Networking, Sales Management, Microsoft Excel, Sales, Coaching, Retail, Selling, Cold Calling, Leadership, Marketing Strategy, Project Management, CRM
Education
Rochester Institute of Technology 1994 — 2000
Marketing, Electrical Engineering, Marketing
Smithsburg High 1992 — 1994
North Hagerstown High 1990 — 1992
City and County of March 2007 - Present
City & County of Denver January 2002 - Present
City and County of Denver January 2002 - Present
CASA Organization August 2005 - August 2008
City and County of Denver January 2002 - May 2007
Northwestern Mutual Financial Network October 1999 - July 2001
Mega Bank July 1998 - July 1999
Skills
Customer Service, Active Directory, Troubleshooting, Hardware, Policy, Computer Hardware, Outlook, Microsoft Office, VMware, Documentation, Research, Customer Relations, Inventory Management, Excel, PowerPoint, Windows, Word, Problem Solving, Teamwork, Process Improvement, Virtualization, Team Leadership, Government, Software Installation, Operating Systems, XP
Education
Regis University 2006 — 2009
BS, Criminology
Regis University 2003 — 2009
Bachelor, Applied Psychology
Regis University 2003 — 2009
Bachelor, Criminology
Regis University 2004 — 2008
BS, Applied Psychology
Pima Community CollegeBusiness 1992 — 1993
IMPACT Group formerly Vandover September 2013 - Present
Vandover January 2012 - September 2013
Vandover July 2010 - April 2012
Northwestern Mutual Financial Network 2008 - July 2010
PracticeMatch Services May 2008 - December 2008
Saint Louis University August 2006 - May 2008
Skills
Organizational..., Employee Engagement, Strategic Planning, Staff Retention, Recruitment/Retention, Performance Management, Team Building, Relocation Support, Career Counseling, Career Development, Onboarding, Leadership Mentoring, Training & Development, Strategic Consulting, B2B, Public Speaking, Market Research, Recruiting, Employee Training, Leadership Development, Leadership, Advertising, Training, Resume Writing, Talent Acquisition, CRM, Management, Coaching
Education
Saint Louis University 2006 — 2008
MA, Organizational Communication & Organizational Development
Southern Illinois University, Carbondale 2000 — 2005
BA, Political Science
Reitz Memorial Highschool
Enterprise Rent-A-Car December 2008 - Present
Northwestern Mutual Financial Network May 2008 - November 2008
Village Bottle Inc. March 2005 - May 2008
Quicken Loans May 2007 - August 2007
Skills
Sales, Mortgage Lending, Financial Services, Series 7, Networking, Retirement Planning, Creative Direction, Strategic Financial..., Investments, Insurance, Financial Analysis, Fixed Annuities, Credit, Disability Insurance, Life Insurance, Portfolio Management, Loans, Mutual Funds, IRAs, Finance
Education
Purdue University 2002 — 2008
BS, Consumer Sciences
Purdue University 2002 — 2008
Bachelor of Science (BS), Selling and Sales Management
Northwestern Mutual Financial Network 1987 - Present
Education
Rensselaer Polytechnic Institute
B.S.
University at Albany, SUNY
M.A.
Pharmacy Healthcare Solutions, Inc. December 2006 - Present
UPMC Mercy Hospital February 2005 - December 2006
Marsetta Lane Staffing Agency July 2003 - February 2005
Northwestern Mutual Financial Network February 2002 - April 2003
Cable & Wireless USA, Inc. February 1985 - February 2001
Skills
Microsoft Office, Research, Excel, Administrative Support, Outlook, Data Analysis, Word, PowerPoint, Administration, Customer Service, Customer Relations, Event Planning, Scheduling, Event Management, Office Management, Problem Solving, Data Entry, Teamwork, Spreadsheets, Coordination, Documentation, Calendars, Expenses, Writing, Conferences, Employee Relations, Confidentiality, Supervisory Skills, Typing, Quickbooks, Social Media, Microsoft Excel, Microsoft Word
Education
Robert Morris University
Business Administration
Northwestern Mutual July 2002 - Present
Northwestern Mutual Financial Network 2002 - Present
Skills
Disability Insurance, Long Term Care, Insurance, Long-term Care, Customer Service, Life Insurance, Public Speaking, Retirement Planning, Leadership, Fixed Annuities, Retirement, Strategic Planning, Long Term Care Insurance, Marketing
Education
University of Maryland School of Social Work 1974 — 1976
Master of Social Work (MSW), Clinical/Medical Social Work
Rutgers University-New Brunswick
Bachelor's degree, Sociology
Northwestern Mutual Financial Network Development InternThe Eastwest InstituteJune 2007 - August 2007
Education
Salisbury University 2003 — 2008
Bachelor Science, Business Economics
The Stony Brook School 1999 — 2003
Minor League Baseball January 2012 - Present
Minor League Baseball January 2011 - December 2011
Lake Elsinore Storm January 2010 - March 2010
Lake Elsinore Storm January 2009 - December 2009
New York Mets May 2008 - October 2008
New York Mets January 2008 - May 2008
Seton Hall University April 2007 - May 2008
New York Islanders & Dragons May 2007 - September 2007
Northwestern Mutual Financial Network June 2006 - July 2007
Seton Hall University October 2005 - March 2006
Skills
Sports Management, Sports Marketing, Sports, Baseball, Event Management, Sponsorship Sales, Event Planning, Social Media, Marketing, Social Media Marketing, Press Releases, Media Relations, Customer Service, Budgets
Education
Seton Hall University 2004 — 2008
Bachelor of Science in Business Administration, Sports Management
East Meadow High School 2000 — 2004
Northwestern Mutual Financial Network March 2009 - Present
Merrill Lynch July 2007 - December 2008
Knight Capital Group September 2003 - June 2006
Education
Rollins College 1999 — 2003
BA, International Business
AZMJ LLC May 2011 - August 2014
Dexis Consulting Group April 2010 - May 2011
Independent January 2008 - February 2010
Beers & Cutler September 2007 - January 2008
Northwestern Mutual Financial Network May 2006 - August 2006
East West Mortgage May 2005 - August 2005
Skills
International..., Proposal Writing, Analysis, Project Management, Business Development, Microfinance, Research, Due Diligence, Investments, Nonprofits, Economic Development, Finance
Education
Purdue University 2014 — 2015
Master's degree, Agricultural Economics
Virginia Polytechnic Institute and State University - Pamplin College of Business 2003 — 2007
B.S., Finance, Global Business
Novadebt March 2011 - Present
Northwestern Mutual Financial Network 2008 - April 2011
Smith Barney January 2008 - April 2008
Skills
Budget Analysis, Credit Analysis, Business Relationship..., Financial Statement..., Personal Income Tax..., Retirement Planning, Series 6, Series 63, Series 65, Goal-driven leader, Mutual Funds, Budgets, Series 7, Insurance, Marketing, Small Business, Strategic Financial..., Finance, Financial Analysis, Customer Service, Financial Planning, Microsoft Office
Education
Rutgers Graduate Business School 2012 — 2015
Master of Business Administration (MBA), Accounting and Finance, 3.72
Loyola College in Maryland 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, 3.53
Northwestern Mutual Life July 2003 - Present
Northwestern Mutual Financial Network 2003 - Present
Northwestern Mutual 2003 - Present
Northwestern Mutual 2003 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Mutual Funds, Financial Analysis, Team Building, 401k, Portfolio Management, Investment Advisory, Life Insurance, Strategic Financial..., Disability Insurance, Insurance, Asset Management
Education
Saint Louis University
AB
Washington University in St. Louis
MBA
Comtineo, LLC August 2014 - Present
Porter County Assessor's Office January 2011 - August 2014
Northwestern Mutual Financial Network November 2007 - December 2011
Hiler Industries April 1997 - October 2007
Kerasotes Theater June 1995 - March 1997
Skills
Microsoft Office, Budgeting, Team Building, Property Tax, Business Strategy, Business Management, Excel, Fundraising, Government, Fund Accounting, Strategic Planning, Budgets, Administration, Analysis, Business Planning, Community Outreach, Customer Service, Event Planning, Finance, Insurance, Leadership, Leadership Development, Management, Marketing, Microsoft Excel, Microsoft Word, Negotiation, Nonprofits, Organizational..., Policy, PowerPoint, Process Improvement, Project Management, Project Planning, Public Relations, Public Speaking, Real Estate, Research, Social Media, Social Networking, Team Leadership, Time Management, Training
Education
Valparaiso University School of Law 2012 — 2016
Juris Doctor, Law
Purdue University 2010 — 2012
Masters of Business Administration, Management
Purdue University 2002 — 2007
Bachelors, Business
Federal Reserve Bank of New York October 2014 - Present
Verizon August 2012 - October 2014
Avaya November 2010 - July 2012
Northwestern Mutual Financial Network May 2009 - October 2009
Skills
Dodd-Frank, Basel III, Stress Testing, Financial Regulation, Regulatory Affairs, Regulatory Reporting, Volcker, IHC, US GAAP, Structured Finance, Financial Analysis, Essbase, Financial Modeling, Microsoft Office, Budgets, Management, Data Analysis, Microsoft Excel, Strategic Financial..., SAP, SAP R/3, SAP BW, Analytics, Data Management, Bloomberg Terminal, Cognos, Financial Reporting, Financial Planning, Excel, Budget Management, Budget Analysis, Budget Tracking, Financial Accounting, Six Sigma, OBIEE, Pulse, Risk Management, Finance, Reporting Central, PowerPoint, Accounting, SAS, SQL, Basel II, Derivatives, Business Intelligence..., Financial Risk..., VAR, Risk Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
B.S, Finance; Investment
CFA Institute
Passed June 2015 CFA Level 2, Candidate CFA Level 3
FRM - registered level 1
Juniper Networks 2012 - Present
SanDisk 2011 - 2012
Strategic Financial Group of California 2008 - 2011
Northwestern Mutual Financial Network October 2007 - October 2008
Waddell & Reed 2007 - 2008
Skills
Customer Service
Education
Argosy University 2008 — 2011
Master, Business Management
San Jose State University 1997 — 2001
BS, Sociology
GBP, Inc May 1995 - Present
Capital Financial Group, LLC May 2013 - July 2014
Northwestern Mutual Wealth Management Company August 1997 - August 2012
Northwestern Mutual Investment Services August 1997 - August 2012
Northwestern Mutual Financial Network August 1981 - August 2012
Skills
Retirement Planning, Estate Planning, Investments, Disability Insurance, Life Insurance, Finance, Wealth Management, Fixed Annuities, Public Speaking, Insurance, Financial Services, Asset Allocation, Investment Advisory, Strategic Planning, Management, Leadership, Investment Strategies, Sales, Marketing, Marketing Strategy, Social Media, Private Foundations, Foundations, Employee Benefits, Strategic Financial..., Term Life Insurance, Accounting, Wealth, Customer Service, Asset Management, Fundraising, Financial Analysis, 401k, Investment Management, Small Business, Financial Planners, Long Term Care Insurance
Education
Sewanee-The University of the South 1977 — 1981
BA, Economics
Oak Ridge High School 1975 — 1977
11th & 12th
Merrill Lynch / BofA April 2013 - Present
VDK Consulting Group, LLC January 2010 - Present
Northwestern Mutual Financial Network August 2009 - August 2010
Skills
Series 7, Microsoft Office, Microsoft Excel, Education Funding, Financial Analysis, Strategic Financial..., Finance, Financial Services, Retirement Planning, Investments, Risk Management, Financial Modeling, Mutual Funds, Valuation
Education
Rutgers University-New Brunswick 2007 — 2011
Economics, Statistics
Federal Reserve Bank of New York September 2014 - Present
Federal Reserve Bank of New York June 2013 - August 2013
Touro College August 2011 - August 2012
Touro College October 2008 - August 2011
Commerce Bank February 2008 - August 2008
Northwestern Mutual Financial Network May 2007 - January 2008
Skills
Customer Service, Budgets, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Close Attention to..., Financial Modeling, Accounts Payable, Account Reconciliation, Data Entry, Finance, Staff Development, Accounting, Higher Education, Analysis, Financial Analysis, Project Management, Leadership
Education
Rutgers Graduate Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Rutgers University 2003 — 2008
B.A, Economics, Political Science
Northwestern Mutual January 2014 - Present
Northwestern Mutual Financial Network November 2003 - January 2014
NASDAQ 2000 - 2003
Education
University of Connecticut - Stamford 1996 — 1999
BA, English
Quinnipiac University 1994 — 1996
St. Thomas
Northwestern Mutual Financial Network April 2012 - Present
New York Life Insurance September 2010 - January 2012
RS Investments - San Francisco, California May 1999 - November 2008
Skills
Mutual Funds
Education
San Francisco State University
University of Santo Tomas
Bachelor of Arts (B.A.), Sociology
Ned Davis Research September 2013 - Present
Ned Davis Research, Inc. April 2013 - September 2013
Fisher Investments August 2012 - April 2013
Fisher Investments April 2011 - August 2012
Merrill Lynch April 2010 - April 2011
Northwestern Mutual Financial Network May 2008 - December 2008
Skills
Marketing, Finance, Investments, Time Management, Team Leadership, Customer Service, Project Management
Education
Regis University 2005 — 2009
Bachelor's of Science, Finance
Skyline HIgh School
Convergys September 2010 - Present
Metallix Refining Inc. March 2006 - January 2010
Roman Financial Group September 2004 - March 2006
Northwestern Mutual Financial Network May 2002 - September 2004
Education
San Diego State University-California State University 1997 — 1999
Master of Science in Business Administration, Computer Information Systems
University of Miami 1993 — 1997
Bachelor of Business Administration, Finance & Foreign Languages
Missouri Department of Revenue November 2010 - Present
Attorney General's Office January 2007 - June 2010
SimmonsCooper, LLC December 2005 - October 2006
Circuit Attorney's Office November 2003 - December 2005
Northwestern Mutual Financial Network June 2002 - November 2003
The Vogler Law Firm January 2001 - January 2002
Skills
Microsoft Office, Litigation, Courts, Criminal Law, Arbitration, Appeals, Civil Litigation, Legal Research, Insurance, Securities, Compliance, Government, Legal Writing, Public Speaking, Mediation, Excel, Writing, Counseling, Outlook, Word, Problem Solving, Legal Issues, Psychotherapy, Trial Practice, Hearings, Microsoft Excel, Microsoft Word, Commercial Litigation
Education
Saint Louis University School of Law 1998 — 2001
JD, Law
Lindenwood University - St 1996 — 2001
MA, Counseling Psychology
Texas Christian University 1990 — 1994
BA, Psychology
The LFE Group Investment & Insurance,LLC April 2014 - Present
ON Equity Sales CO. March 2012 - April 2014
Northwestern Mutual Financial Network August 2010 - February 2012
MetLife Financial Services May 2005 - May 2010
Skills
Life Insurance, Financial services, Long term care insurance, medicare supplements, Disability Insurance, Financial Services, Fixed Annuities, Medicare, Long Term Care Insurance, Insurance, Long-term Care, Term Life Insurance, Retirement Planning, Finance, Employee Benefits, Universal Life, Small Business, Estate Planning, Mortgage Lending, Whole Life, Underwriting, Financial Advisory, Strategic Financial..., Asset Allocation, Health Insurance, Wealth Management, Securities, Critical Illness, Investments, Retirement, 401k, Series 6, IRAs, Property & Casualty..., Portfolio Management, Variable Annuities, Financial Planners, Series 63, Mutual Funds, Roth IRA, 401k Rollovers, College Savings Plans, Wealth Accumulation, Asset Management, Life & Health Insurance..., Annuity Sales, Uniform Combined State..., Retirement Plan..., 529 Plans, Financial Planning
Education
The American College 2005 — 2010
CASL, Fiancial
Purdue University Calumet
Financial
Northwestern Mutual Financial Network June 1990 - Present
Skills
Corporate Benefits, Group Health insurance..., Estate planning, Life insurance, Disability insurance, Long term care, Term Life Insurance, Strategic Planning, Strategic Financial..., Retirement, Mutual Funds, Marketing, Long-term Care, Life Insurance, Leadership, Insurance, Financial Planners, Finance, Estate Planning, Disability Insurance, Customer Service
Education
Rollins College 1987 — 1990
BS
Taft 1984 — 1986
Northwestern Mutual Financial Network July 1998 - Present
Skills
Spreadsheets, Event Planning, Microsoft Office, Customer Service, Financial Analysis, Management, Life Insurance, Microsoft Word, Outlook, PowerPoint, Insurance, Microsoft Excel, Time Management, Sales
Education
Rutgers University-New Brunswick
Northwestern Mutual Financial Network January 2011 - Present
Education
San Francisco State University, College of Business
B.S., Business Administration, Finance
Northwestern Mutual Financial Network December 2010 - Present
Starbucks Coffee Company May 2010 - Present
Aramark Sports March 2009 - October 2010
Polo Ralph Lauren August 2009 - September 2009
ToysRUs December 2008 - January 2009
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2012
B.S, Business Management
Saint John's University
Bachelor of Science, Business Management
Savage 61 Dodge August 2006 - Present
Northwestern Mutual Financial Network June 2004 - August 2006
Savage 61 Dodge July 2000 - May 2004
Education
Shippensburg University of Pennsylvania 1997 — 2000
Bachelors, Elementary Education
Reading Area Community College 1993 — 1995
Associates, Liberal Arts