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
Kindred Healthcare March 2013 - Present
Maxim Healthcare Services June 2011 - March 2013
Wells Fargo Bank April 2010 - June 2011
Rover Enterprises, LLC July 2009 - January 2011
Northwestern Mutual Financial Network October 2008 - January 2010
Southern Illinois University February 2008 - November 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Sales, Time Management, Cold Calling, Microsoft Word, Social Media, Social Networking, Marketing, Public Speaking, Insurance, Recruiting, Leadership, Financial Analysis, Research, Access, Data Analysis, Event Planning, Analysis, Healthcare
Education
Southern Illinois University, Carbondale 2005 — 2009
Bachelor of Science, Finance
Financial Services December 2009 - Present
Northwestern Mutual Financial Network March 2006 - December 2009
Imaging Bureau July 2004 - March 2006
Barr Printing January 2000 - June 2004
Avante Graphics April 1986 - December 1999
Skills
Fixed Annuities, Retirement Planning, Insurance, Asset Allocation, Private Equity, Life Insurance, Financial Risk, Pricing, Strategic Financial..., College Savings Plans, Long-term Care, Sales, Small Business, Whole Life, Disability Insurance, Investments, Finance, Mutual Funds, Retirement, Long Term Care Insurance, Estate Planning, Credit Analysis, Real Estate, Term Life Insurance, Budgets, Wealth Management, Series 7, Mortgage Lending
Education
Tarrant County College 1976 — 1978
Automobile/Automotive Mechanics Technology/Technician
Arlington High School 1972 — 1975
Diploma, Automobile/Automotive Mechanics Technology/Technician
J.P. Morgan October 2013 - Present
Northwestern Mutual August 2013 - October 2013
Northwestern Mutual Financial Network April 2010 - August 2013
Skills
PowerPoint, Prezi, College Recruiting, Event Planning, Internships, Marketing, Public Speaking, Microsoft Excel, Leadership
Education
State University of New York at Stony Brook
B.S, Business Management, Marketing, Journalism
Visionary Wealth Advisors April 2014 - Present
Northwestern Mutual Financial Network May 2006 - March 2014
Education
Southern Illinois University, Edwardsville 2002 — 2006
Bachelor, Business
Olney Central College 2002 — 2004
Associates, Business
East Richland High School
Boulevard Wealth Management April 2013 - Present
Onyx Benefit Advisors April 2012 - Present
Villars Midwest September 2012 - March 2014
Partners Resource Group March 2011 - September 2012
BlueChip Advisors LLC July 2007 - September 2012
Referral Financial, Inc. August 2005 - July 2007
Northwestern Mutual Financial Network February 2002 - August 2005
Skills
Retirement Planning, IRAs, Roth IRA, Estate Planning, Wealth Management, Life Insurance, Wealth, Strategic Financial..., Gold, Silver, Precious Metals, High Net Worth Insurance, High Net Worth..., Private Client Services, Licensed Life & Health..., Insurance Audit, Disability Insurance, Long Term Care Insurance, Pension Plans, 401k, Retirement Benefits, Qualified Retirement..., Retirement Plan..., Premium Financing, Self Directed IRA, Executive Benefit..., Irrevocable Life..., Financial Analysis, Personal Finance, Employee Benefits, Financial Consulting, Life Insurance Expert, Small Business, Business Owner Planning, Business Transition..., Life Insurance..., Retirement, Long-term Care, Financial Services, Risk Management, Financial Advisory, Alternative Investments, Term Life Insurance, Financial Planning
Education
The American College
ChFC®, Advanced Financial Planning
The American College
CASL®, Advanced Retirement Planning
The American College
CLU®, Insurance Specialty
St. Cloud State University
BA, Speech Communication and Management
Eden Prairie High School
Northwestern Mutual February 2006 - Present
Northwestern Mutual Financial Network February 2006 - Present
Inacom October 2004 - Present
Inacom Information Systems October 2004 - February 2006
ExecuTrain October 1996 - September 2004
HNI Risk Services July 1990 - April 1994
Applied Systems May 1988 - July 1990
Heritage Mutual Insurance Company (Acuity) 1987 - 1988
Skills
Team Building, Training, Account Management, Program Management, Troubleshooting, Visio, Marketing, Team Leadership, Employee Training, Social Networking, Public Speaking, Coaching, Networking, Sales, Leadership Development, PowerPoint, E-Learning, Training Delivery, Business Process
Education
St. Norbert College 1983 — 1987
BA, Psychology
St. Norbert College 1983 — 1987
Bachelor of Science (BS), Psychology
Algoma High School
Consultant June 2015 - Present
MassMutual September 2010 - June 2015
Northwestern Mutual Financial Network 2006 - 2009
Citi 1999 - 2001
Warburg Dillon Read (UBS) 1999 - 2000
PaineWebber Group Inc./UBS 1989 - 1997
Merrill Lynch Government Securities Inc. 1987 - 1989
Skills
Investments, Securities, Asset Management, Wealth Management, Mutual Funds, Series 7, Financial Services, Risk Management, Finance, Coaching, Equities, Hedge Funds, Investment Advisory, Strategic Financial..., Investment Management, New Business Development, Financial Planning, Portfolio Management, Capital Markets, Repo Financing, Trade Execution, Foreign Exchange..., Fixed Income Strategies, Unit Investment Trusts, Insurance, Quantitative Investing, Statistics, Fixed Income, Alternative Investments, Financial Advisory, Derivatives, Management, Trusts, Asset Allocation, Corporate Actions, IPOs, Divestitures, Mergers & Acquisitions, Financial Modeling, Bloomberg, Strategic Planning, Valuation, Leadership, Strategy, Investment Banking, Financial Analysis, Bonds, Financial Markets, Banking, Consulting
Education
State University of New York at Buffalo 1982 — 1986
BA Geography, International Business/World Trade
State University of New York at Buffalo - School of Management 1982 — 1986
B.S. Business Administration, Financial Analysis, International Business/World Trade
Ellenville High School 1978 — 1982
B.S. Business Administration, B.A. Geography
University at Buffalo
BS Business Administration, Financial Analysis
Thrivent Financial March 2014 - Present
Northwestern Mutual Financial Network December 2009 - May 2013
CFS Virchow Krause, LLC September 2005 - February 2009
Nordstrom 2004 - 2005
Starbucks Coffee Company 2002 - 2004
Skills
Recruiting, Customer Service, Marketing, Talent Acquisition, Cold Calling, Sales, Social Networking, Finance, Training, New Business Development, Applicant Tracking..., Human Resources, Leadership, Time Management, CRM, Team Building, Management, Account Management, Salesforce.com, Business Development, Interviews, Sourcing, Networking, Technical Recruiting, Building Relationships
Education
St. Norbert College
BS, Marketing
Trinity High School River Forest, IL
Northwestern Mutual Financial Network July 2011 - Present
Modern Woodmen of America January 2010 - July 2011
Prudential Financial January 2000 - January 2010
Skills
Retirement Planning, Disability Insurance, Life Insurance, Fixed Annuities, Series 63, Retirement, Investments, Insurance, Mutual Funds, Long Term Care Insurance, Series 6, Wealth Accumulation, Securities, Estate Planning, 401k, IRAs
Education
Southeast Missouri State University 1978 — 1979
Dexter High School 1974 — 1978
Northwestern Mutual May 2013 - Present
St. John Fisher College September 2003 - Present
Northwestern Mutual Financial Network June 1999 - April 2013
Canaltown Cinema LLC August 2010 - October 2012
Education
The American College 2011 — 2014
Master’s Degree, Financial Services
Saint John Fisher College 1997 — 2001
BS- Management, Financial Planning and Human Resources
DeSales High School 1994 — 1997
Northwestern Mutual Financial Network August 2010 - Present
Northwestern Mutual May 2010 - August 2010
Greater Rochester Physical Therapy February 2007 - May 2010
Education
State University of New York College at Brockport 2009 — 2010
Bachelor, Finance
Northwestern Mutual Financial Network 1995 - Present
Skills
Retirement Planning, Wealth Management, Investments, Financial Planning, Insurance, Finance, Financial Stability, Wealth Preservation...
Education
The American College 2012 — 2012
AEP - Accredited Estate Planner, Estate Planning
The American College 2000 — 2005
ChFC, Chartered Financial Consultant
Strayer University-Maryland 1990 — 1992
MBA, Financial Management
Old Dominion University - College of Business and Public Administration 1987 — 1990
Bachelor of Science (B.S.), MIS and Finance
Vincent Matthew Inc. December 2009 - Present
Northwestern Mutual Financial Network September 2005 - October 2006
Antlers Country Club May 1999 - September 2003
Skills
Strategic Financial..., Public Relations, Risk Management, Fashion, Sales Management, Analysis, Finance, Investments, Retirement Planning, Estate Planning, Insurance, Financial Analysis, Portfolio Management, Apparel
Education
Siena College 2003 — 2007
BS Finance, Minor in Economics
Siena College
Bachelors of Science, Finance, General
Paychex June 2013 - Present
Enterprise Rent-A-Car November 2011 - June 2013
Northwestern Mutual Financial Network June 2011 - November 2011
New Britain Rock Cats June 2010 - August 2010
Education
University of Connecticut 2007 — 2011
Bachelor, Business and Communications
University of Connecticut
Bachelor of Science, Communications and Business minor
Springfield College
Bachelor of Science, Business Management
Wrestling Team, Springfield College
First American Equipment Finance 2012 - Present
Cooper/Haims Advisors 2011 - 2011
Northwestern Mutual Financial Network 2008 - 2011
Skills
Salesforce.com, Customer Service, Sales, Employee Benefits, Loans, Strategic Financial..., Sales Process, Strategic Planning, Marketing, Finance, Account Management, Financial Analysis, Team Building
Education
Canandaigua Academy
Saint John Fisher College
B.S., Business Management
The Container Store September 2015 - Present
Clearly In Place, LLC May 2014 - Present
PSCI September 2012 - May 2014
Northwestern Mutual Financial Network 2005 - 2012
American Express Asset Management 2002 - 2005
Fidelity Investments 2000 - 2001
Skills
Professional Organizing, Planning & Organizing..., Office Organizing, Business Coaching, Organization Skills, Organizational Design, Building Relationships, Time Management, Relationship Management, Recruiting, Talent Acquisition, Sales, Applicant Tracking..., College Recruiting, Sourcing, Interviews, Salesforce.com, Cold Calling, Management, Human Resources, Executive Search, Technical Recruiting, Staffing Services, Contract Recruitment, Employee Benefits, Onboarding, Business Organizing, Executive Coaching, Organizational...
Education
Skidmore College
BA, Psychology, Business
Fidelity Investments August 2010 - Present
Northwestern Mutual Financial Network January 2009 - June 2010
Skills
Strategic Financial..., Finance, Financial Services, Valuation, Risk Management, Capital Markets, Relationship Management, Financial Reporting, Essbase, Quantitative Analytics, Business Analysis
Education
Stonehill College 2006 — 2010
Bachelor of Science, Business Administration; Finance & Economics
University College London, U. of London 2008 — 2008
Economics & Art History
Make-A-Wish Foundation of Suffolk County, NY, Inc. June 2012 - Present
Broadridge March 2009 - Present
Broadridge April 2007 - March 2009
Northwestern Mutual Financial Network August 2005 - April 2007
Career Center 2005 - 2006
Skills
Manage Client..., Cross Selling, Marketing Communications, Salesforce.com, Sales Management, Client Development, Corporate Branding, E-business, Project Management, New Business Development, Client Education, Helping Clients Succeed, Account Management, Contract Negotiation, Contract Management, Leadership, Business Analysis, Recruiting, Finance, Lead Generation, Financial Services, Human Resources, Selling, Outsourcing, Marketing, Sales, Management, Risk Management, CRM
Education
Stony Brook University 2003 — 2006
B.A., Sociology
University of New Haven 2001 — 2003
Forensics
Harborfields 1997 — 2001
Southern Illinois University Edwardsville November 2013 - Present
Jamberry Nails August 2014 - Present
USO of Missouri, Inc. May 2008 - November 2013
St. Louis Regional OASIS April 2008 - January 2009
62 Sports Group February 2005 - May 2008
Clear Channel Entertainment June 2001 - October 2004
Northwestern Mutual Financial Network 1999 - 2001
Clear Channel Communications 1998 - 1999
Skills
Event management, Event planning, Special events, Pricing negotiation, Staff management, Internship Program..., Volunteer coordination, Budgeting, Event Management, Event Planning, Budgets, Staff Management, Volunteer Management, Fundraising, Management, Public Relations, Marketing, Nonprofits, Project Management, Media Relations, Leadership, Public Speaking, Social Networking, Social Media, Social Media Marketing, Marketing Communications, Press Releases, Corporate Events, Facebook, Live Events, Community Outreach, Newsletters, Email Marketing, Program Development, Community Development, Philanthropy, Fundraisers, Stewardship, Meeting Planning, Online Marketing, Time Management, Volunteer Recruiting, Sponsorship, Microsoft Excel, Program Management, Annual Giving, Publicity, Proposal Writing, Donor Research, Donor Management
Education
Southern Illinois University, Edwardsville 2002 — 2005
Master of Arts, Speech Communication/Marketing
Southern Illinois University, Edwardsville 1995 — 1998
Bachelor of Science, Speech Communication/PR
William Mattar Law Offices September 2013 - Present
William Mattar Law Offices January 2011 - Present
Northwestern Mutual Financial Network April 2008 - January 2011
Northwestern Mutual Financial Network April 2007 - June 2008
Lancaster Middle School January 2006 - November 2006
Ted's Hot Dogs May 2005 - January 2006
Ted's Hot Dogs July 1998 - May 2005
Skills
Coaching, Leadership, Recruiting, Time Management, Interviews, Management, Microsoft Excel, Onboarding, Employee Benefits, Sales, Finance
Education
State University of New York College at Buffalo
Bachelor of Science Degree, English Education
Northwestern Mutual Financial Network May 2012 - March 2013
Skills
Disability Insurance, Fixed Annuities, Retirement Planning, Life Insurance, Education Funding, Retirement, Strategic Financial..., Key Person Insurance, Life & Health Insurance..., Long-term Care, Long Term Care Insurance, Permanent Life Insurance, Term Life Insurance, Marketing, Sales, Time Management, Leadership, PowerPoint, Access, Microsoft Office, Microsoft Excel, Visual C++, Visual Basic, Financial Accounting, Cost Accounting, Tax Accounting, Accounting
Education
Shippensburg University of Pennsylvania 2007 — 2012
Bachelor of Science (B.S.), Accounting and Management Information Systems
Spring Grove Area Senior High School 2003 — 2007
Sports Authority June 2015 - Present
Sports Authority November 2013 - June 2015
lululemon athletica April 2012 - November 2013
Navy Fleet Gift Shop February 2010 - December 2011
Northwestern Mutual Financial Network April 2009 - November 2009
Sandvold and Associates December 2005 - May 2008
Skills
Visual Merchandising, Fashion Buying, Microsoft Office, Spanish-speaking, Negotiation, Travel Planning, Customer Service, Newsletter Production, Cultural Awareness, Mac, Import/Export Operations, Foreign Currency, Time Management, Organization &..., Communication, Team Leadership, Retail Buying, Retail, Athletic Apparel, Typing, Military, Insurance, Marketing
Education
University of Nebraska-Lincoln 2000 — 2004
Bachelor of Science (B.S.), International Business, 3.71/4.0
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2001 — 2001
N/A, Spanish
Northwestern Mutual Financial Network 2002 - Present
The Ayco Company, L.P. 2000 - 2002
Kaiser Permanente 1995 - 2000
General Electric 1989 - 1995
Education
State University of New York College at Plattsburgh 1984 — 1988
BA
University at Albany, SUNY
MBA, Business & Finance
State Bank of Southern Utah May 2013 - Present
Bryce Hillside Villa May 2013 - Present
State Bank of Southern Utah January 2006 - April 2013
Wells Fargo April 2005 - December 2005
Northwestern Mutual Financial Network March 2003 - March 2005
Skills
Risk Analysis, Software Implementation, Customer Satisfaction, Commercial Lending, Consumer Lending, Small Business Lending, Tax Analysis, Cash Flow, Marketing Strategy, Strategic Planning, Software Training, Banking, Real Estate, Small Business, Interpersonal Skill, Management, Personnel Management, Commercial Mortgages, Residential Mortgages, Construction Loans, Debt Management, Product Development, Microsoft Excel, Microsoft Office, Microsoft Word, Successful Business..., Sales, Training, Customer Service, Marketing, Loans, Commercial Banking, Investments
Education
Southern Utah University 1998 — 2004
Bachelors of Science, Marketing
Escalante High School 1992 — 1996
Diploma, General Studies
BioSpherix 2015 - Present
BioSpherix 2013 - Present
BioSpherix 2010 - 2015
Northwestern Mutual Financial Network 2009 - 2010
Johnson & Johnson 2001 - 2009
Juniata Valley Council, Boy Scouts of America 1998 - 2001
Skills
Biotechnology, Lifesciences, Pharmaceutical Industry, Capital Equipment, Healthcare, Research, Sales, Leadership, Cell Culture, Cancer Research, Cell Therapy, Bioprocessing, Cellular Assays, Stem Cell Research, Regenerative Medicine, cGMP manufacturing, Tissue Engineering
Education
State University of New York College at Brockport 1989 — 1994
Bachelor of Science, Biology / Physics
Copenhagen Central
Copenhagen Central
Copenhagen Central
Copenhagen Central
Northwestern Mutual Financial Network February 2008 - Present
Greater Oswego-Fulton Chamber of Commerce February 2014 - Present
Young Professionals Voice of Oswego County January 2011 - Present
Northwestern Mutual Financial Network January 2008 - December 2008
Mireille L Watts February 2004 - August 2004
Education
State University of New York College at Brockport 2004 — 2008
Bachelors degree, Business Administration; Management
Northwestern Mutual Financial Network August 2009 - Present
Northwestern Mutual May 2009 - August 2009
Moseley's Jewelers May 2002 - May 2009
Prudential Financial May 2006 - August 2006
Skills
Sales, Filing, Telephone Skills, Customer Service, Microsoft Excel, Microsoft Office, Account Management, Leadership, Microsoft Word, Strategic Planning, PowerPoint, Training
Education
Southeastern Louisiana University 2005 — 2009
Business Administration, General Business
New York Printing Solutions, Inc. January 2010 - Present
Business Cards Tomorrow March 1996 - January 2010
Northwestern Mutual Financial Network June 1994 - March 1996
Skills
Offset Printing, Direct Mail, Digital Printing, Publishing, Corporate Gifts, Marketing, Marketing Strategy, Advertising, Email Marketing, Brand Development, Corporate Branding, Direct Marketing, Brochures, Creative Direction, Trade Shows, Packaging, Variable Data Printing, Pre-press, Wide Format Printing, Banners, QuarkXPress, Labels, Print Management, Print On Demand, Graphics, Posters, Signs, Color Management, Logo Design, Business Cards, Collateral, Graphic Design, Adobe Acrobat, Mac, Newsletters, Branding & Identity, Adobe Creative Suite, Layout, Managed Print Services, Social Media
Education
State University of New York College at Oneonta 1988 — 1992
BS, Business Economics with a minor in Business Communication
Lyndle Savage Sr. Consulting January 2010 - Present
Interdenominational or Non-denominational churches October 1982 - Present
Integrated Alliances May 2008 - December 2009
Savage Financial Asset Protection and Multiplication Services January 2005 - December 2009
Prudential Financial May 2006 - December 2006
Northwestern Mutual Financial Network January 2004 - February 2005
Lyndle Savage RMT 1993 - 2004
Believers College January 2002 - October 2003
Lockheed Martin February 1986 - October 1993
General Dynamics 1986 - 1993
Skills
Business Development, Strategic Planning, Business Strategy, Entrepreneurship, New Business Development, Process Improvement, Coaching, Public Speaking, Business Planning, Strategy, Management, Start-ups, Leadership, Team Building, Marketing, Account Management, Organizational..., Project Management, Human Resources, Training, Program Management, Management Consulting, Sales Management, Finance, Contract Negotiation, Recruiting, Strategic Partnerships, Cross-functional Team..., Marketing Strategy, Change Management, Negotiation, Networking, Social Media Marketing, Executive Coaching, Analysis, Leadership Development, Executive Management, Sales, Direct Sales, Operations Management, Social Networking, Lead Generation, Small Business, CRM, Workshop Facilitation, Business Networking, Social Media, Consulting, Project Planning, Performance Management
Education
Texas Christian University 1998 — 2001
MS, Enviromental Sciences
Texas Christian University 1995 — 1997
BS, Pre-med Biology
Texas Tech University 1994 — 1996
Texas Tech University 1994 — 1996
BS, Chemical Engineering
Tarrant County College 1989 — 1994
Biology, PreMed
Richland High 1978 — 1981
Richland High 1978 — 1979
Local Union 514 2013 - Present
IBEW Local 1430 October 2011 - September 2013
Weinrib and Connor November 2010 - October 2011
Northwestern Mutual Financial Network January 2010 - October 2010
Skills
Event Planning, Insurance, Microsoft Office, Social Media
Education
St. John Fisher College 2005 — 2009
BS, Communications, Marketing, Finance
FLHS
Saratoga Central Catholic August 2014 - Present
Duanesburg Central Schools November 2011 - Present
Northwestern Mutual Financial Network May 2012 - May 2013
Tritan Builders May 2008 - May 2012
Skills
Wealth Accumulation, Education Funding, Long Term Care Insurance, Retirement Planning, Disability Insurance, Fixed Annuities, Life Insurance, Long-term Care, Retirement, IRAs
Education
SUNY Plattsburgh 2006 — 2011
Bachelor's degree, Secondary Education and Teaching
Oracle November 2014 - Present
Telemetry August 2014 - 2014
Thismoment 2014 - 2014
Meltwater Group 2013 - 2014
J.P. Morgan 2010 - 2013
Northwestern Mutual Financial Network 2009 - 2010
Nantucket Community Sailing May 2005 - August 2008
Skills
Investments, Business Development, Management, Asset Management, Insurance, Asset Allocation, Account Management, SaaS, Consulting, Advertising, Finance, Strategy
Education
Southern Methodist University
Bachelor of Arts, Economics, Public Policy, and Markets & Culture
University of Virginia
Semester At Sea Summer Voyage
Greens Farms Academy
Albuquerque Academy
CodeAcademy
Programming Languages, Digital Skills
MessageSolution, Inc. November 2013 - Present
Magnate Benefits June 2009 - Present
Northwestern Mutual Financial Network 1998 - 2010
CTX Opto 1996 - 1998
NERAC, Inc. May 1992 - January 1996
Skills
Start-ups, Management, Sales, Selling, Business Intelligence, Marketing, CRM, Product Marketing, Business Development, Cross-functional Team..., B2B, Product Development, Networking, Presentations, SaaS, Enterprise Software, Cloud Computing, Microsoft Office
Education
Brooks Institute, BA
Bachelor of Arts, Business, multi-media production.
Stanford Continuing Studies
Selling and Marketing SaaS to the Enterprise, Professional Presentations- Making the Complex Simple
AstraZeneca April 2015 - Present
MedImmune June 2010 - March 2015
Schering-Plough May 2005 - March 2010
Northwestern Mutual Financial Network September 2000 - November 2002
Saturn of Albany February 1994 - August 2000
Russell Stover Candies November 1990 - March 1991
Russell Stover Candies August 1987 - November 1990
Skills
Sales, Sales Operations, Team Building, Process Improvement, Selling, Strategic Planning, Business Planning, Project Management, Cardiology, Healthcare, Pharmaceutical Sales, Pulmonology, Pharmaceutical Industry, Managed Care, Allergy, Endocrinology, Gastroenterology, Infectious Diseases, Buy & Bill, Neurology, Hospital Sales, Urology, Vaccines
Education
Siena College 1983 — 1987
B.S., Marketing, Management, International Business
Capital District Beginnings October 2011 - Present
Berkshire Farm Center September 2011 - Present
Northwestern Mutual Financial Network October 2010 - October 2011
PJ's Bar-B-Q August 2008 - September 2010
Girls Incorporated of the Greater Capital Region June 2007 - July 2007
Education
State University of New York College at Oneonta 2006 — 2010
Bachelor of Science, Business and Economics
Maple Grove High School August 2008 - Present
CLP Management July 2009 - January 2010
Minnesota Municipal Utilities Association November 2007 - July 2009
Next Wave Concepts September 2007 - November 2007
Southwest Marketing Advisory Center September 2006 - August 2007
Northwestern Mutual Financial Network May 2006 - August 2007
lia sophia July 2005 - January 2007
Education
Southwest Minnesota State University
Bachelor of Science, Marketing and Business Administration with Management Concentration
When Words Matter August 1996 - Present
nxtARROW August 2009 - October 2013
Northwestern Mutual Financial Network 2005 - 2009
McHenry County Crisis Program 1994 - 2005
Renaissance Comprehensive, Inc. 1982 - 2005
Illinois Department of Children & Family Services 1994 - 2004
TAPP Program, TASC, Inc. 1991 - 1993
United Church of Christ 1988 - 1990
United Church of Christ 1983 - 1986
United Church of Christ 1981 - 1983
Skills
New Business Development, Writing Skills, Public Speaking, Entrepreneurship, Start-ups, Business Development, Psychology, Small Business, Business, Non-profits, B2B, Management, Strategic Consulting, Strategic Partnerships, Fundraising, Email Marketing, Personal Development, Leadership, Marketing Strategy, Social Media, Social Networking, Strategic Planning, Nonprofits, Blogging, Program Management, Strategy, Social Media Marketing, Online Marketing, Publishing, Market Research, Marketing Communications, Digital Marketing, Editing, Brand Development, Marketing, Event Management, Public Relations, Grant Writing, Executive Management, Recruiting, SEO, Business Planning, Integrated Marketing, Strategic Communications, Project Planning, Policy, Human Resources, Media Relations, Organizational..., Time Management
Education
Colgate Rochester Divinity School 1979 — 1982
M.Div., Psychology and Theology
University of Northern Colorado 1978 — 1978
Transferred, Social Psychology
Southern Nazarene University 1972 — 1976
BA, Language Arts
World Wide Technology August 2011 - Present
Southeast Missouri State University MBA Program August 2009 - May 2011
Northwestern Mutual Financial Network May 2008 - August 2009
Southeast Missouri State University Recreation Services August 2005 - May 2009
Skills
PowerPoint, Excel, Word, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Statistics, Insurance, Balance, Budget, Customer Service, Access, Time Management, Outlook, Inventory Management, Research, Oracle Applications, Finance, Management, Market Research, Budgets, Data Entry
Education
Southeast Missouri State University - Harrison College of Business 2009 — 2011
MBA, Finance
Southeast Missouri State UniversityCape 2005 — 2009
Bachelor of Science, Business Administration; Finance
Center for Wealth Preservation May 2011 - Present
Northwestern Mutual Financial Network September 1994 - May 2011
Rock-A-My Baby November 1984 - August 1994
Skills
Securities, Strategic Financial..., Retirement Planning, Long Term Care Insurance, Insurance, Customer Service, Disability Insurance, Wealth Management..., Retirement, Estate Planning, Finance, Financial Services, Series 63, Series 7
Education
State University of New York College at Oswego 1974 — 1978
Randstad USA July 2014 - Present
A.G. Findings & Mfg. Co., Inc. October 2012 - July 2014
China Direct LLC October 2007 - August 2012
Northwestern Mutual Financial Network January 2003 - July 2003
China Huajing Electronics Group Corporation July 1996 - February 1998
Skills
Forecasting, Start-ups, Strategic Planning, Business Development, Financial Modeling, Corporate Finance, Management, Leadership, Negotiation, Operations Management, Team Building, Financial Analysis, Business Strategy, Accounting, Financial Reporting, Due Diligence, Variance Analysis, Mergers, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, QuickBooks, Chinese, Budgets, PeopleSoft, Access, Essbase, Hyperion Enterprise, Mergers, Finance, Analysis, Investments, Sales, Executive Management, Financial Planning, Mergers & Acquisitions
Education
University of Louisville 2000 — 2003
Master of Business Administration (MBA), Finance
Sichuan University 1992 — 1996
Bachelor of Science (B.S.), Electronic Engineering
WXXI Public Broadcasting Council October 2014 - Present
KAFL Insurance Resources, Inc. April 2010 - October 2014
Moore Corporate Real Estate, Inc. 2004 - 2010
Northwestern Mutual Financial Network 2002 - 2004
Skills
Social Media, Customer Service, Public Speaking, Marketing, Management, Event Planning, Public Relations, Employee Benefits, Strategic Planning, Insurance, Leadership, Advertising, Sales, Social Networking, Team Building
Education
State University of New York College at Fredonia
Bachelor of Science (BS), Biology, General
Advocates, Inc. September 2011 - Present
Northwestern Mutual Financial Network May 2010 - Present
Big Red Softball May 2010 - Present
Rescue Mission January 2006 - Present
Erie County Family Justice Center August 2013 - May 2014
Goodwill Industries of Western New York Inc. October 2012 - May 2013
Helping Hounds Dog Rescue 2011 - 2012
Victoria's Secret May 2009 - October 2010
Bruin Computers May 2008 - August 2008
Skills
Psychotherapy, Interviews, Case Managment, Sales, Community Outreach, Recruiting, Nonprofits, Public Speaking, Event Planning, Mental Health, Case Management, Payroll, Microsoft Word, Fundraising, Social Services, Customer Service, PowerPoint, Grant Writing, Microsoft Excel, Research, Microsoft Office
Education
University at Buffalo 2012 — 2014
Master's Degree, Social Work
Syracuse University 2009 — 2011
Bachelor of Arts (B.A.), Psychology
St. John Fisher College 2007 — 2009
Mathematics Teacher Education
Jamesville DeWitt High School
Goldman Sachs January 2015 - Present
Goldman Sachs May 2013 - Present
Northwestern Mutual January 2012 - May 2013
Northwestern Mutual Financial Network November 2008 - February 2012
University of New Hampshire August 2006 - May 2008
Skills
Recruiting, Consulting, Training, Coaching, Written & Oral..., Insurance, Finance, Full-Cycle Recruiting, Interviews, Applicant Tracking...
Education
St. Lawrence University 2001 — 2005
B.A., History and Gender Studies
FTS International September 2014 - Present
Wells Fargo Securities June 2013 - August 2014
Crow Holdings Capital Partners, L.L.C. October 2012 - May 2013
Anne Rife Cox Endowment Fund May 2012 - May 2013
FXCM May 2012 - October 2012
Energy Future Holdings May 2011 - May 2012
Northwestern Mutual Financial Network May 2010 - April 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Microsoft Excel, Bloomberg Terminal, PowerPoint, Investments, Access, Corporate Finance, Capital IQ, Accounting, Portfolio Management, Capital Markets, Investment Banking, Analysis, Trading, Private Equity
Education
Southern Methodist University - Cox School of Business 2009 — 2013
BBA, Finance; Business
Jesuit College Preparatory 2005 — 2009
High School
Oceans Ventures October 2012 - Present
Anthony Enterprises January 2003 - Present
Select Energy Partners, LLC February 2009 - September 2011
Northwestern Mutual Financial Network May 1997 - January 2007
Education
Southern Illinois University, Carbondale 1993 — 1998
Bachelor of Science
PICS Telecom International January 2014 - Present
PICS Telecom December 2002 - January 2014
Northwestern Mutual Financial Network May 2000 - October 2002
Skills
Network Hardware, Network Engineering, Telecom Expense..., Budget Analysis, Cost Reduction, Budgets, VoIP, Telecommunications, Hardware Installation, MPLS, Wireless, Networking, Management, Direct Sales, Routing, Switches, Cisco Technologies, T1, Telephony, WAN, Ethernet, Co-location, Broadband, Computer Network..., Fiber Optics, IP, Network Design, Internet Services, Cabling, Hardware, Juniper, Network Architecture, Routers, Solution Selling, Call Centers, Cloud Computing, SDH, DSL, Data Center, TDM, Unified Communications, LAN-WAN, Program Management, Optical Fiber, ATM networks, Metro Ethernet, SIP Trunking, DWDM, Managed Services, SIP
Education
Saint John Fisher College 1998 — 2000
Chowan College 1995 — 1997
MassMutual Buffalo January 2011 - Present
Northwestern Mutual Financial Network March 2003 - January 2011
Skills
Insurance, Disability Insurance, Management, Financial Services, Risk Management, Portfolio Management, Sales, Investments, Mutual Funds, Life Insurance, Analysis, Marketing, Finance, Fixed Annuities, Retirement, Retirement Planning
Education
State University of New York Institute of Technology at Utica/Rome 1999 — 2002
B.S., Business and Public Management
Northwestern Mutual Financial Network July 2010 - Present
Mindready Solutions 2000 - 2005
Wandel & Goltermann ATE Systems February 1982 - January 2000
Skills
Product Development, Financial Services
Education
Stevens Institute of Technology 1981 — 1981
M.S., Computer Science
M. S. University 1975 — 1979
BE, Electronics
Men's Wearhouse February 2013 - September 2013
Men's Wearhouse July 2012 - February 2013
Alta Resources March 2011 - July 2012
NORTHWESTERN MUTUAL FINANCIAL NETWORK November 2010 - January 2011
The Formal Event May 2007 - October 2010
ST. NORBERT COLLEGE DINING SERVICES August 2006 - August 2007
Education
St. Norbert College 2006 — 2010
·Bachelor of Business Administration, International Business; Language Art Studies
PHILLIPS UNIVERSITÄT 2009 — 2009
Xavier High School 2003 — 2006
Diploma
Northwestern Mutual Financial Network June 2009 - Present
Penski 2006 - 2007
Education
State University of New York College at Potsdam 2006 — 2009
Bachelors, Business Admnistration & Economics
Northwestern Mutual Financial Network 1989 - Present
Education
St. John Fisher College 1986 — 1989
Unyson Logistics July 2011 - Present
Mike Duffy's Pub & Grill May 2002 - July 2011
TTS, LLC October 2010 - May 2011
Northwestern Mutual Financial Network December 2009 - May 2010
Media Star Promotions February 2009 - March 2010
Riverfront Times (Division of Village Voice Media) December 2008 - May 2009
Skills
Logistics, Supply Chain, Promotions, Supply Chain Management, Excel, Customer Service, Microsoft Office, Word, PowerPoint, Budgeting, Social Media, Event Planning, Public Relations, InDesign, Access, Non-profits, Customer Relations, Cold Calling, Press Releases, Transportation, Outlook, Shipping
Education
Southern Illinois University, Edwardsville 2004 — 2009
B.S., Marketing
Indendence Financial Partners May 2015 - Present
Northwestern Mutual Financial Network 2003 - Present
Phoenix January 1996 - January 2003
CSC May 1994 - December 1995
Aetna January 1986 - April 1994
Skills
Financial Advisory, Long-term Care, Disability Insurance, Life & Health Insurance...
Education
University of Hartford 1989 — 1992
Master of Business Administration (MBA), Insurance/Finance
Syracuse University 1981 — 1985
Management Information Systems, Accounting
Northwestern Mutual Financial Network Enrollment DirectorSt. Mary's Elementary School, Clinton, NYJanuary 2006 - January 2008
Education
State University of New York Empire State College
Bachelors of Science, Eduaction
Tempus, Inc. December 2014 - Present
Commonwealth Foreign Exchange May 2011 - November 2014
TRAVELEX GLOBAL BUSINESS PAYMENTS March 2004 - April 2011
University Sports Publications April 2002 - March 2004
NORTHWESTERN MUTUAL FINANCIAL NETWORK October 2000 - April 2001
Skills
Salesforce.com, Lead Generation, Solution Selling, Account Management, FX Hedging, FX Options, Goldmine, Cold Calling, CRM, Sales, Customer Service, Payments, Forwards, Management, SaaS, Finance, Risk Management, Foreign Exchange, FX trading, Training, Business Development, Sales Operations, Analysis, Portfolio Management, Strategic Partnerships, Currency, Relationship Management, Econometric Modeling, Trading, Sales Process, Financial Services, Venture Capital
Education
Syracuse University 1997 — 2001
Bachelor's degree, Economics And International Relations
Syracuse University 1997 — 2001
Bachelor of Arts, International Relations/ Economics; International Political Economy and Asia
M&T Bank 2012 - Present
M&T Bank 2011 - 2012
M&T Bank 2010 - 2011
Northwestern Mutual Financial Network May 2009 - July 2009
Skills
Insurance, Banking, Retail Banking, Credit, Loans, Credit Analysis, Financial Analysis, Portfolio Management, Customer Service, Risk Management, Cash Management, Relationship Management, Credit Risk, Commercial Banking, Financial Modeling, Financial Structuring, Commercial Real Estate..., Analysis, Accounting, Financial Advisory, Small Business..., Small Business Lending, Strategic Financial...
Education
State University of New York College at Buffalo 2005 — 2009
Business Administration, Management
Sterling State Bank September 2015 - Present
Rochester Motor Cars August 2014 - August 2015
Mason City Ford Lincoln April 2014 - July 2014
Advantage Crop consulting August 2013 - April 2014
Hefty Seed March 2013 - July 2013
Best Buy March 2012 - September 2012
AgStar Financial Services June 2011 - October 2011
Lake Benton Opera House 2010 - 2010
Northwestern Mutual Financial Network June 2009 - August 2009
Student Union January 2008 - December 2008
Skills
Customer Service, Marketing, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, Social Media, Research, Event Management, Public Relations, Advertising, Project Planning, Sales, Financial Analysis, Banking, Credit, Financial Modeling, Teamwork, Team Leadership, Leadership, Time Management, Data Analysis, Outlook, Management
Education
South Dakota State University 2006 — 2013
Bachelor of Science, Economics
OfficeTeam October 2014 - Present
CGI Communications February 2012 - June 2014
Nothnagle Realtors May 2010 - May 2012
CGI Communications January 2011 - February 2012
Invisible Fence Brand April 2010 - November 2010
College Suites April 2009 - May 2010
Northwestern Mutual Financial Network May 2009 - September 2009
Skills
Marketing, Sales, Lead Generation, Real Estate, Cold Calling, Sales Process, Sellers, Small Business, Research, Social Media Marketing, Facebook, Advertising, Social Media, Residential Homes
Education
State University of New York College at Brockport 2006 — 2010
BS, Marketing
Insperity September 2015 - Present
SSM Health Care November 2013 - September 2015
SSM Health Care December 2012 - November 2013
SSM Health Care February 2012 - December 2012
SSM Health Care April 2011 - February 2012
SSM Health Care - St. Louis October 2008 - April 2011
The Kaleidoscope Group Youth Practice April 2008 - October 2008
The Kaleidoscope Group, L.L.C. May 2005 - October 2008
Northwestern Mutual Financial Network August 2003 - December 2003
St. Elizabeth's Hospital August 2003 - December 2003
Education
The Chicago School of Professional Psychology 2004 — 2006
Master of Arts (MA), Industrial and Organizational Psychology
Southern Illinois University, Edwardsville 2000 — 2003
BA, Psychology (Business Admin & Org Communication)
O'Fallon Township High School
Diploma
Precision Surgical Inc. (Carl Zeiss) June 2013 - Present
Precision Surgical Inc. (Carl Zeiss) June 2012 - July 2013
AstraZeneca July 2010 - July 2012
Stratmark Interactive May 2010 - August 2010
Northwestern Mutual Financial Network May 2009 - December 2009
Skills
Marketing, Sales Operations, Social Networking, Sales, Fundraising, Healthcare, Analysis, Nonprofits, Pharmaceutical Sales, Negotiation, Research, Microsoft Excel, Financial Analysis, Selling Skills, Marketing Strategy, Market Research, Account Management, Social Media, Microsoft Office, Leadership, Medical/Surgical, Medical Devices, Medical Imaging, Surgical Instruments, Surgical Technology, Surgical Navigation, Surgical Device Sales, Neurosurgery, Ophthalmology, Orthopedic
Education
Southern Methodist University 2006 — 2010
Bachelor's degree, Marketing
Southern Methodist University - Temerlin School of Advertising 2006 — 2010
Advertising Management; Advertising
University of Virginia May 2014 - Present
University of Virginia June 2012 - May 2014
University of Virginia March 2012 - June 2012
Private Investment Firm October 2011 - March 2012
Institute for Shipboard Education/Semester at Sea September 2006 - July 2011
Albemarle First Bank August 2003 - September 2006
Northwestern Mutual Financial Network February 2000 - July 2003
Boar's Head Inn 1990 - 1996
Skills
Event Planning, Higher Education, Research, Public Speaking, Customer Service, Microsoft Office, Fundraising, Community Outreach, Editing, Event Management, Nonprofits
Education
Suffolk County Community College 1978 — 1981
A.S., General Studies
Connetquot HS 1974 — 1978
ALPS, A DST Company April 2013 - Present
Transamerica Capital October 2010 - April 2013
Merrill Lynch January 2008 - July 2010
E*Trade 2010 - 2010
Northwestern Mutual April 2007 - October 2007
Coldwell Banker Residential Brokerage January 2002 - January 2006
Northwestern Mutual Financial Network 1999 - 2001
Skills
Mutual Funds, Finance, Financial Advisory, Sales Management, ETFs, Investments, Customer Service, Financial Analysis, Banking, Account Management, New Business Development, Sales, Series 63, Series 7, Team Building, Strategic Planning, Risk Management, Microsoft Excel, Business Strategy, Series 6, Negotiation, Project Management, Microsoft Office, Microsoft Word, PowerPoint, Versatile,..., Leadership skills with..., Excellent written and..., Financial Services..., Salesforce.com, Territory..., Investment Strategies
Education
Skidmore College
BS, Business
Fit and Fearless Krav Maga April 2014 - Present
Fit and Fearless Krav Maga November 2008 - Present
Rackspace, the Open Cloud Company December 2012 - April 2014
Rackspace Hosting May 2012 - December 2012
Rackspace Hosting September 2011 - May 2012
Rackspace Hosting April 2011 - September 2011
LifeSize Communications March 2008 - June 2010
St. Edward's University August 2008 - May 2009
Academic Enrichment & Tutoring, St. Edward's University November 2007 - December 2008
Northwestern Mutual Financial Network March 2007 - April 2008
Skills
Cloud Computing, Customer Service, Salesforce.com, Management, SaaS, Solution Selling, Networking, Microsoft Office, Business Development, Leadership, Strategic Partnerships, CRM, Sales
Education
St. Edward's University 2005 — 2009
B.B.A, Finance
Broadridge May 2009 - Present
Northwestern Mutual Financial Network December 2006 - April 2009
The Golden Pear Cafe August 2001 - November 2006
American Technical Ceramics May 2006 - October 2006
Universal Music Group May 2005 - August 2005
Skills
Finance, Financial Services, Equities, Securities, Mutual Funds, Investments, Wealth Management, Fixed Income, Asset Management, Relationship Management, Bloomberg, Series 63, Series 7, Financial Analysis, Strategic Financial..., Portfolio Management, Risk Management, Retirement Planning
Education
Stony Brook University 2002 — 2006
Double Major (Business Administration & Economics), Minor- English
Strategic Marketing January 2015 - Present
Firstsource Solutions Limited April 2014 - December 2014
Saxco International Inc. May 2011 - April 2014
Northwestern Mutual Financial Network July 2008 - April 2011
Cardinal Health June 2007 - July 2008
Humana 1998 - 2007
Skills
Leadership Development, Talent Management, Employee Training, Recruiting, Coaching, Instructor-led Training, Workshop Facilitation, Sales Management, Sales, Organizational..., Selling, Talent Acquisition, Hiring, Sales Operations
Education
Spalding University
BS, Organizational Communication
University of Louisville
Masters, Education/Occupational Training and Development
The Bank of Greene County January 2014 - Present
The Bank of Greene County November 2011 - August 2012
Northwestern Mutual Financial Network May 2011 - October 2011
St. Lawrence University July 2008 - May 2011
St. Lawrence University January 2008 - May 2011
Catskill Central School District June 2008 - August 2010
City of London & City of Westminster Conservative Constituency April 2010 - May 2010
Lacy Ford Lincoln Mercury Subaru April 2005 - July 2009
Skills
Computer Hardware, Credit Analysis, Economics, Editing, Financial Analysis, Higher Education, Microsoft Excel, Microsoft Office, Microsoft Word, Networking, Research, Statistics
Education
St. Lawrence University 2007 — 2011
Bachelor of Arts expected 2011, Economics; Computer Science and Government
St. Lawrence University 2007 — 2011
B.A., Economics
The College of Saint Rose
Master of Business Administration (MBA), Business Administration and Management, General
Two Sigma March 2015 - Present
JPMorgan Chase July 2012 - March 2015
JPMorgan Chase June 2011 - August 2011
Northwestern Mutual Financial Network June 2010 - August 2010
Skills
Finance, Sales, Leadership, Marketing, Insurance, Customer Service, Corporate Finance, Investment Banking, Securities, Microsoft Office, Risk Management, Series 63, PowerPoint, Financial Modeling, Portfolio Management, Microsoft Word, Financial Analysis, Mutual Funds, Banking, Strategic Financial..., Investments
Education
State University of New York College at Oneonta 2008 — 2012
Bachelor of Science (BS), Business Economics, with a concentration in Finance
Port Richmond High School 2004 — 2008
General Studies
Northwestern Mutual Financial Network October 1989 - Present
Skills
Finance, Financial Services, Retirement Planning, Time Management, Retirement, Public Speaking, Long Term Care Insurance, Leadership, Financial Planners, Estate Planning, Financial Modeling, Risk Management, Customer Service, Financial Advice, Investment Advice, Insurance Advice, Business Coaching
Education
State University of New York College at Buffalo 1980 — 1985
BS Medical Technology
Herkimer HS
Druh Belts and Buckles May 2015 - Present
Oxford Golf May 2015 - Present
Erickson Machine Tools, Inc. July 2012 - March 2015
Lujack Auto Plaza November 2011 - July 2012
Florida Golf Outreach April 2011 - October 2011
Northwestern Mutual Financial Network May 2009 - June 2010
The HON Company 1993 - 2008
The HON Company 1998 - 2001
Skills
Team Building, Negotiation, Sales Management, Sales, Strategic Planning, New Business Development, Process Improvement, Customer Service, Coaching, Marketing, Leadership, Contract Negotiation, Cross-functional Team..., Training, Microsoft Office, Event Management, Marketing Strategy, Manufacturing, Forecasting, Management, Public Speaking, Team Leadership, Project Management, B2B, Business Development, Retail, Pricing, Product Development, Account Management, Operations Management, Sales Operations, Sales Process, Inventory Management, Cold Calling, Program Management, Customer Satisfaction, Time Management, Direct Sales, Purchasing, Budgets, Business Planning, Strategy, Selling, Competitive Analysis, Sales Presentations, P&L Management, CRM, Product Marketing, Market Planning, Key Account Management
Education
St. Ambrose University 2003 — 2008
MBA, MBA-Marketing
University of Iowa 1989 — 1992
BA, Political Science
The Standard July 2006 - Present
North Broward Preparatory School March 2005 - July 2006
Northwestern Mutual Financial Network March 2003 - March 2005
Blue Cross Blue Shield of Florida 1993 - 1998
Skills
Employee Benefits, Insurance, Disability Insurance, Administrative..., Customer Service, Sales, Benefits Administration, Life Insurance, Term Life Insurance
Education
Suffolk County Community College
Business, Management, Marketing, and Related Support Services
Northwestern Mutual January 2010 - Present
Northwestern Mutual Financial Network July 2007 - February 2010
Triage Consulting Group July 2004 - July 2007
Education
Stanford University 2000 — 2004
BA, Classics (Honors)
Rowland Hall St. Mark's 1996 — 2000
ULTA Beauty November 2014 - Present
ULTA Beauty April 2014 - November 2014
ULTA Beauty May 2012 - April 2014
Northwestern Mutual Financial Network January 2011 - May 2012
Target July 2009 - January 2011
JLG Industries August 2007 - July 2009
PA Army National Guard 2001 - 2007
Skills
Inventory Management, Inventory Control, Process Improvement, Leadership, Team Building, Operations Management, Logistics, Supply Chain Management, SAP, Forecasting, Warehousing, Cross-functional Team..., Retail, Team Leadership, Customer Service, Microsoft Office, Distribution Center..., Management
Education
Shippensburg University of Pennsylvania 2002 — 2007
B.S., Public Administration
Marriott International April 2014 - Present
Marriott International July 2004 - April 2014
Northwestern Mutual Financial Network May 2003 - July 2004
Spherion Technology March 2001 - May 2003
Skills
Hotels, Event Management, Sales, Meeting Planning, Hospitality, Wedding Planning, Hospitality Management, Budgets, Convention Services, Banquets, Event Planning, Corporate Events, Marketing, Weddings, Catering, Menu Development, Hotel Management, Trade Shows, Food & Beverage, Leadership, Training, Resorts, Customer Service, Entertainment, Fundraising, Social Networking, Gala Events, Strategic Planning, AV, Organizational..., Hospitality Industry
Education
Southeast Missouri State University 1995 — 2000
BS and BA, Mass Communications with Emphasis in Advertising, and Theatre
Northwestern Mutual June 1994 - Present
Northwestern Mutual Financial Network 1994 - Present
Education
South Dakota State University 1992 — 1994
BA, Agricultural Business
University of Minnesota, Waseca 1990 — 1992
AAS, Agricultural Business
Focus Bookkeeping Solutions LLC April 2013 - Present
David P. Gilliam & Associates February 2011 - March 2013
Northwestern Mutual Financial Network October 1991 - January 2011
State Farm Insurance January 1991 - September 1991
Skills
Office Management, Series 63, Financial Services, Fundraising, Life & Health Insurance..., Insurance, QuickBooks, Bookkeeping, Accounts Receivable, Sales, Management, Finance, Small Business, Accounting, Disability Insurance, Payroll, Nonprofits, Auditing, Customer Satisfaction, Time Management, Customer Service, Team Building
Education
Taylor University 1986 — 1990
Bachelor of Arts, Business Administration
Mason City High School 1983 — 1986
Northwestern Mutual Financial Network October 2001 - Present
Dorman Trading November 1998 - June 2001
Skills
Retirement Planning
Education
Southern Methodist University 1993 — 1997
Bachelor of Arts (B.A.), Broadcast Journalism
Lake Forest High School
The Krizek Group February 2014 - Present
Northwestern Mutual Financial Network February 2009 - February 2014
Skills
Retirement Planning, Disability Insurance, Life Insurance, Long Term Care Insurance, Retirement, Long-term Care, Investments, Insurance, Wealth Accumulation, Strategic Financial..., Asset Management, Wealth Management
Education
St. Norbert College 2005 — 2009
Finance
Marquette University High School 2001 — 2005
Control Components Inc. July 2012 - Present
Emerson Process Management-Rosemount January 2011 - July 2012
Solutia Inc. November 2009 - January 2011
Solutia Inc November 2009 - January 2011
Monsanto July 2008 - November 2009
Affina Division July 2008 - November 2009
Northwestern Mutual October 2006 - July 2008
Northwestern Mutual Financial Network October 2006 - July 2008
Skills
Microsoft Excel, PowerPoint, Customer Service, Strategic Planning, SAP, Microsoft Word, Team Building, Team Leadership, Supply Chain Management, Supply Chain, Logistics, Sales, Project Management, Process Improvement, Management
Education
Southern Illinois University 2002 — 2006
Bachelor of Science, Business Administration/ General; Public Relations
Southern Illinois University, Edwardsville 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business/Speech Communications, 3.2
National Hockey League March 2015 - Present
Cinedigm December 2012 - February 2015
Northwestern Mutual Financial Network June 2012 - December 2012
St. Thomas Aquinas College September 2009 - September 2011
Skills
Microsoft Excel, Microsoft Office 2007, PowerPoint, Accounting, Strategic Financial..., Sports Management, Basketball, Managerial Finance, QuickBooks, Accounts Receivable, Financial Analysis, Marketing, Financial Reporting, Budgets, Microsoft Office
Education
St. Thomas Aquinas College 2008 2008 — 2012
B.S, Accounting
Cardinal Hayes High School 2005-2008 2005 — 2008
St. Thomas Aquinas College
Bachelor of Science (BS), Accounting
Synthes April 2014 - Present
seca September 2010 - April 2014
Northwestern Mutual Financial Network April 2009 - April 2010
Cohler Enterprise April 2005 - January 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Sales Management, Salesforce.com, Customer Relations, Market Analysis, Personal Finance, Sales Operations, Medical Devices, Account Management, Sales Presentations, New Business Development, Operating Room, Surgeons, Orthopedic, Sales, Surgical Instruments, Healthcare
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science (BS), Finance and Financial Management Services
Merrill Lynch March 2015 - Present
Northwestern Mutual Financial Network March 2011 - January 2015
Hashi Sushi Fusion January 2012 - October 2014
Short Sale Authority, Inc August 2006 - February 2011
Amati Investments, Inc August 2004 - December 2007
Skills
Series 6, serie 63, series 65, Life, Accident and..., Strategic Financial..., Credit Analysis, Investments, Disability Insurance, Mortgage Lending, IRAs, Series 65, Portfolio Management, Retirement Planning, Uniform Combined State..., Financial Planners, Finance, Retirement, Credit, Financial Advisory, Education Funding, Insurance, Life Settlements, Long Term Care Insurance, Employee Benefits, Small Business, Fixed Annuities, Series 7, Variable Annuities, Sales, 401k Rollovers, Estate Planning, Asset Allocation, Wealth Management, Banking, Asset Management, 401k, Loans, Risk Management, Closed-end Funds, Series 63, Wealth Accumulation, Financial Services, Securities, Management, Customer Service, Microsoft Office, Leadership, Financial Planning, Strategic Planning, Marketing
Education
State University of New York at Stony Brook 2000 — 2004
BS, Business Management, Psychology
Northwestern Mutual Financial Network January 2011 - Present
TD Bank Group 2010 - 2011
The Waterclub: A Signature Hotel by Borgata 2008 - 2009
Skills
Retirement Planning, Disability Insurance, Financial Services, Customer Service, Insurance, Investments, Employee Benefits, Financial Advisory, Strategic Financial..., Mutual Funds, Fixed Annuities, Life Insurance, Finance, Jokes, Retirement, Microsoft Excel, Sales, Microsoft Office
Education
Richard Stockton College of New Jersey
Bachelor's Degree, Business Studies
Long & Foster Companies February 2011 - Present
Ford, Scott, & Associates LLC June 2009 - February 2011
Northwestern Mutual Financial Network December 2008 - May 2009
Education
Richard Stockton College of New Jersey 2006 — 2009
Bachelor of Science-Business, Accounting
The College of New Jersey 2005 — 2006
Hillside Family of Agencies July 2009 - Present
OnPoint Staffing, Inc. March 2006 - July 2009
Northwestern Mutual Financial Network November 2004 - March 2006
Robert Half International June 2001 - November 2004
Skills
Talent Acquisition, Onboarding, Applicant Tracking..., College Recruiting, Recruiting, Career Counseling, Sourcing, Internet Recruiting, Temporary Placement, Staffing Services, Employee Relations, Temporary Staffing, PeopleSoft, Technical Recruiting, Organizational..., Employee Training, Talent Management, Training, HRIS, Career Development, Job Coaching, Interviews, New Hire Orientations, Conflict Resolution, Employee Benefits, Hiring, Benefits Administration, Human Resources, Payroll, Resume Writing, HR Policies, Employee Engagement, Workforce Planning, Job Search Strategies, Deferred Compensation, Personnel Management, FMLA, Screening
Education
State University of New York College at Brockport
Psychology
State University of New York College at Brockport
Psychology
The Trayner Group LLC February 2014 - Present
Wells Fargo Home Mortgage January 2013 - November 2013
Allstate Insurance Agency 2011 - 2012
Northwestern Mutual Financial Network 2009 - 2010
Landmark Financial Group 2007 - 2009
AIG Agency Auto January 2004 - 2007
One Beacon Insurance September 2001 - December 2003
Nationwide Insurance August 1996 - July 2001
U S F & G Insurance 1990 - 1992
Aetna 1985 - 1990
Skills
Claims, Insurance, Property & Casualty..., Casualty, Liability, Claims Management, Legal Liability, Commercial Lines, Commercial Insurance, General Insurance, Property Damage, Subrogation, Underwriting, Workers Compensation, Professional Liability, Litigation Management, Umbrella Insurance, Claim, Homeowners
Education
Southern Connecticut State University 1976 — 1980
BA, communications
Ide Honda December 2007 - Present
Northwestern Mutual Financial Network December 2006 - December 2007
Skills
Sales Process, Sales Management, Customer Service, Cold Calling, Account Management, Advertising, Automobile, Automotive, Automotive Aftermarket, B2B, Business Development, CRM, Coaching, Contract Negotiation, Customer Retention, Customer Satisfaction, Dealer Management, Direct Sales, Insurance, Inventory Management, Key Account Management, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, Microsoft Excel, Microsoft Office, Negotiation, New Business Development, Pricing, Profit, Public Speaking, Recruiting, Purchasing, Sales, Sales Operations, Sales Presentations, Selling, Social Media, Solution Selling, Strategic Planning, Team Building, Vehicles, Warranty, Retail, Salesforce.com, Social Media Marketing, Social Networking, Team Leadership
Education
St. John Fisher College
SoutheastHEALTH February 2014 - July 2015
Northwestern Mutual Financial Network May 2007 - February 2014
Cape County Transit Authority 2002 - 2007
Cape Girardeau County 1998 - 2000
Skills
Small Business, Insurance, Time Management, Financial Analysis, Community Outreach, Investments, Employee Benefits, Healthcare, Disability Insurance, Finance, Business Analysis, Retirement Planning, Fixed Annuities, Strategic Financial..., Management, Strategic Planning, Customer Service, Leadership, Public Speaking
Education
Southern Illinois University, Carbondale 1992 — 1999
Bachelor of Arts, Political Science
Cape Central High 1989 — 1992
Northwestern Mutual June 2007 - Present
Northwestern Mutual Financial Network June 2007 - Present
SanFrancisco LGBT Professionals 2000 - 2011
Sutter Health September 2000 - November 2007
Marin General Hospital September 2001 - November 2006
Alta Bates Medical Center June 1999 - September 2001
Mercy Hospital May 1995 - June 1999
United States Air Force May 1982 - September 1998
United States Air Force January 1982 - May 1995
Education
Sonoma State University
BS Business Administration, Accounting
Sonoma State University 2005 — 2007
Merced Community College
health Science
Philip High school 1976 — 1982
Owl Creek Asset Management July 2013 - Present
Align August 2012 - June 2013
Align Communications June 2011 - July 2012
Best Cleaners January 2011 - May 2011
Wedding Planning Plus January 2011 - May 2011
NYS DMV June 2008 - May 2011
Siena College September 2007 - May 2011
Northwestern Mutual Financial Network December 2008 - May 2009
Skills
Microsoft Office 2010..., Microsoft Excel, Microsoft Word, Microsoft SQL Server, Outlook, Navision, Microsoft Info Path, Microsoft Access, Adobe Illustrator, Adobe Photoshop
Education
Siena College 2007 — 2011
Bachelor of Science, Marketing
Nudo Products August 2014 - Present
Bellcomb Technologies, Inc 2012 - Present
Nevaeh Properties January 2000 - Present
Nudo Products 2014 - 2015
Nudo Products 2014 - 2015
Marco, Inc. 2010 - 2012
Northwestern Mutual Financial Network March 2007 - June 2010
Allina Hospitals & Clinics 1990 - 2004
Target 1986 - 1989
Skills
College Recruiting, Leadership, Networking, Training, Coaching, Entrepreneurship
Education
Anoka
St. Cloud State University
ADP March 2015 - Present
ADP January 2014 - March 2015
Northwestern Mutual Financial Network March 2010 - January 2014
Northwestern Mutual Financial June 2008 - March 2010
Skills
Recruiting, Training, Leadership, Coaching, Time Management, Finance, Access, College Recruiting, Applicant Tracking..., Talent Acquisition, Employee Benefits, Onboarding, Cold Calling, Interviews, Employee Relations, Sales, Internet Recruiting, Human Resources, Wealth Management, Conflict Resolution, Financial Planners, Insurance, Social Media Marketing, Talent Management, Public Speaking, Entrepreneurship, Leadership Development
Education
Southern Illinois University, Edwardsville 2011 — 2013
Master of Arts (M.A.) in Speech Communication, Organizational Communication
Southern Illinois University, Edwardsville 2004 — 2008
Bachelors of Science, Business Administration
Northwestern Mutual Financial Network 1987 - Present
Freeport Implement Inc June 1972 - June 1987
Education
American College 1999 — 2002
CLU, CHARTER LIFE UNDERWRITER
St. Cloud State University 1970 — 1972
Bachelor of Science, Business
Northwestern Mutual Financial Network June 2010 - Present
Caterpillar Inc. September 1994 - June 2009
Skills
Sales Management, Marketing Strategy, Green Belt, Cross-functional Team..., Talent Management, Employee Relations, Organizational..., Strategic Financial..., Financial Analysis, Sales, Recruiting, Process Improvement, Microsoft Word, Accounting, Employee Benefits, Microsoft Office, Succession Planning, Six Sigma, Lean Manufacturing, Strategic Planning, Value Stream Mapping, Project Management, Human Resources, Microsoft Excel, Forecasting, Change Management
Education
Bradley University 2000 — 2002
MBA, Executive MBA
Southern Illinois University, Carbondale 1988 — 1993
Bachelors, Finance & Accounting
Mountain America Credit Union June 2011 - Present
Northwestern Mutual Financial Network January 2006 - January 2011
Discount Tire Co November 2004 - April 2010
Skills
Management, Leadership, Banking, Customer Service, Employee Benefits, Finance, Financial Analysis, Insurance, Interviews, Investments, Life Insurance, Microsoft Office, Public Speaking, Recruiting, Retirement Planning, Risk Management, Sales, Sales Process, Strategy, Team Building, Time Management, Training
Education
Southern Utah University 2008 — 2010
B.S. Degree, Accounting
The American College 2008 — 2010
Certificate, Certified Financial Planner
Dixie State College 2004 — 2008
A.S. Degree, General Studies
Echo Global Logistics February 2013 - Present
Echo Global Logistics June 2010 - Present
Clay Wilson Band 2009 - 2012
Southern Methodist University June 2009 - April 2010
Northwestern Mutual Financial Network May 2009 - August 2009
Abercrombie & Fitch October 2005 - January 2006
Skills
LTL, Truckload, Shipping, Time Management, Cold Calling, Sales Management, Logistics Management, Salesforce.com, Transportation, Supply Chain, Sales Operations, Sales Process, Business Development, Freight, Strategic Planning, Supply Chain Management, B2B, Team Leadership, Inventory Management, Transportation...
Education
Southern Methodist University 2006 — 2010
Bachelor of Science, Financial Economics Major
Southern Methodist University 2006 — 2009
BS, Economics
HCTec Partners June 2013 - Present
HCTec June 2012 - June 2013
Strong Tower Bible Church September 2011 - June 2012
Franktown Open Hearts November 2009 - September 2011
The Pruett Financial Group June 2007 - February 2009
Community Outreach Ministries June 2008 - January 2009
Northwestern Mutual Financial Network 2007 - 2009
Nashville Kats December 2004 - January 2007
Skills
Fundraising, Public Speaking, Non-profits, Leadership, Coaching, Sales Management, Business Development, Recruiting, Sales
Education
Southeast Missouri State University 1999 — 2004
BSBA, Financial Economics
Naperville North 1996 — 1999
Leisure Cargo May 2012 - Present
Undergraduate Management Association - SUNY Buffalo School of Management April 2011 - May 2012
KPMG June 2011 - August 2011
Delta Sigma Pi - Alpha Kappa Chapter April 2010 - April 2011
Motive8, Inc March 2010 - December 2010
Wegmans Food Markets May 2009 - October 2010
Northwestern Mutual Financial Network May 2010 - August 2010
Skills
Microsoft Excel, Access, PowerPoint, Leadership, Microsoft Word, Accounting, Data Analysis, Time Management, Outlook, Payroll, Budgets, Data Entry
Education
State University of New York at Buffalo - School of Management 2008 — 2012
Bachelor of Science, Accounting
Northwestern Mutual March 2014 - Present
Northwestern Mutual Financial Network August 1982 - Present
Northwestern Mutual Financial Network of Alabama 1982 - February 2014
Skills
Investments, Estate Planning, Retirement, Financial Planners, Insurance, Financial Advisory
Education
Stetson University 1973 — 1977
BBA, Accounting
Eliassen Group November 2012 - Present
Cohesion April 2011 - October 2012
EdgeRock Technology Partners August 2010 - March 2011
Northwestern Mutual Financial Network January 2009 - July 2010
K2 Partnering Solutions October 2004 - December 2008
CDI Professional Services September 2000 - October 2004
Skills
Technical Recruiting, Account Management, Business Intelligence, Recruiting, Salesforce.com, Talent Acquisition, Contract Recruitment, Cold Calling, Staffing Services, Project Management, PeopleSoft, Vendor Management, Business Development, Consulting, Temporary Staffing, Applicant Tracking..., Strategic Selling, CRM, Enterprise Software, Leadership, Data Warehousing, Executive Search, Training, Solution Selling, Internet Recruiting, Sourcing, Process Improvement, Permanent Placement, SDLC
Education
State University of New York College at Brockport 1988 — 1990
BA, Communications
Marshall & Sterling, Inc. January 2002 - July 2014
AGS Benefits, Inc August 1995 - December 2001
Northwestern Mutual Financial Network August 1987 - December 2001
Guy Carpenter & Co, Inc October 1985 - August 1987
Skills
Employee Benefits, Insurance, Dental, Health, Health Insurance, Workers Compensation, Disability Insurance, General Liability, Umbrella Insurance, Term Life Insurance, Health Savings Accounts, Professional Liability, Property & Casualty..., Legal Liability, Underwriting, Commercial Insurance, Claim, Life Insurance, Training, Negotiation, Brokers, COBRA, Sales, Medicare, Accident, General Insurance, Strategy, Long-term Care, Insurance Brokerage, Casualty, Critical Illness, Liability, Commercial Lines, Whole Life, Small Business
Education
Stony Brook University 1981 — 1985
Northwestern Mutual Financial Network March 2006 - Present
Kansas City Southern Railroad 1996 - 2006
Skills
Education Funding, Retirement Solutions, Retirement Income..., Estate Planning, Risk Management, Buy-sell Agreements, Wealth Preservation..., Wealth Accumulation, Business Succession...
Education
Southern Illinois University, Edwardsville
US Bank 2011 - Present
US Bank 2008 - 2011
US Bank March 2004 - July 2008
Northwestern Mutual Financial Network April 2003 - February 2004
Ethan Allen Home Furnishings March 2002 - April 2003
Education
St. Cloud State University 1996 — 2000
Associate of Arts, Communications, Mass Communications
MidWay USA Inc. December 2007 - Present
United Parcel Services (UPS) March 2006 - December 2007
Northwestern Mutual Financial Network January 2006 - March 2006
Southeast Missouri State University August 2003 - May 2005
Education
Southeast Missouri State University - Harrison College of Business 2002 — 2007
BSBA, Finance
Hanson Car Washes Inc January 2011 - Present
BWC Properties LTD May 2009 - January 2010
Northwestern Mutual Financial Network April 2007 - June 2008
Skills
Financial Analysis, Budgets, Financial Modeling, Management, Investments, Microsoft Excel, Strategic Financial..., Insurance, Series 7, Valuation, Sales, Finance, Portfolio Management, Risk Management, Strategic Planning, Venture Capital, Strategy, Long-term Care, Quality Control, Entrepreneurship, Operations Management, Business Development, Business Strategy, Multi-Store Operations
Education
Southern Methodist University 2002 — 2006
Economics with Financial Applications
Jesuit College Preparatory School of Dallas 1998 — 2002
The Bank of Missouri December 2013 - Present
Saint Francis Medical Center May 2009 - December 2013
Northwestern Mutual Financial Network August 2005 - April 2009
Skills
Recruiting, Event Planning, Public Speaking, Event Management, Building Relationships, Fundraising, College Recruiting, Non-profits, Community Outreach, Volunteer Management, Business Networking, Program Development, Leadership Development, Nonprofits, Onboarding, Organizational..., Talent Management, Sales, Team Building
Education
Southeast Missouri State University 2001 — 2004
B.S. Education, Elementary Education and Teaching
Lockheed Martin December 2011 - Present
Northwestern Mutual February 2011 - December 2011
Northwestern Mutual Financial Network May 2007 - November 2010
Northwestern Mutual Financial Network October 2006 - April 2007
Education
Southwest Baptist University 2002 — 2006
University of Leicester 2005 — 2005
Royal Caribbean Cruise Ltd. (RCCL) October 2012 - Present
Florida Department of Transportation – Turnpike March 2008 - October 2012
Alorica (Formerly PRC LLC) April 2006 - March 2008
Northwestern Mutual Financial Network March 2005 - April 2006
H.I.M. ON CALL (Health Information Management) September 2001 - March 2005
Agere Systems (Formerly Lucent Tech.) May 2000 - August 2001
Skills
Oracle, Databases, Unix, SQL, Software Development, Business Process, Analysis, Disaster Recovery, Security, Program Management, Cross-functional Team..., Outsourcing, Management, Microsoft SQL Server, SDLC, Requirements Analysis, PL/SQL, JavaScript, ASP.NET, C#
Education
St. Cloud State University 1999 — 2000
Master of Science (MS), Computer Science
Amaravati University 1995 — 1999
Bachelor of Engineering (BEng), Computer Science
W.L. Gore & Associates 2009 - Present
Boston Scientific 2004 - 2009
Bio-Rad Laboratories 1999 - 2004
Northwestern Mutual Financial Network 1996 - 1999
Skills
Medical Devices, Market Development, Vascular, Vascular Surgery, Surgeons, Cardiology, Surgery, Product Launch, Competitive Analysis, New Business Development, Sales Operations, Capital Equipment, Radiology, Clinical Trials, Cross Selling, Strategic Selling, Consultative Selling..., Sales
Education
Texas A&M University - Mays Business School 1994 — 1996
B.B.A. Marketing, Business
Cedar Valley College 1992 — 1994
Business
Southern Methodist University - Cox School of Business
Certificate Program in Entrepreneurship
Western National Mutual Insurance June 2014 - Present
Western National Mutual Insurance March 2007 - June 2014
Bremer Trust & Investments August 2003 - January 2007
Northwestern Mutual Financial Network October 2001 - January 2002
Skills
Underwriting, Financial Modeling, Commercial Insurance, Fixed Income, Financial Analysis, Marketing Strategy, Equities, Property & Casualty..., Portfolio Management, Asset Allocation, Investments, Insurance, Reinsurance, Analysis, Credit, Finance, Options, Trading, Mutual Funds
Education
St. Cloud State University 2010 — 2012
Master, Business Administration, 3.91
St. Cloud State University
Bachelor of Science, Finance
Northwestern Mutual Financial Network January 2003 - Present
Education
Southwestern Baptist Theological Seminary
Doctor of Ministry, Theology
Northwestern Mutual Financial Network Financial RepresentativeNorthwestern Mutual1972 - Present
Education
Southern Illinois University, Carbondale 1968 — 1972
KAFL Insurance Resources June 2006 - Present
Northwestern Mutual Financial Network 2002 - 2006
Skills
Applicant Tracking..., Disability Insurance, Employee Benefits, Employee Relations, Insurance, Life Insurance, Long-term Care, Fixed Annuities, Term Life Insurance, Benefits Administration, Health Insurance, Medicare, Brokers, Underwriting, Financial Services, Human Resources, Risk Management, Whole Life
Education
St. John Fisher College 2001 — 2003
MSHRD, Human Resource Development
State University of New York College at Geneseo 1996 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
Henninger HS 1992 — 1996
Ms.Melinda's Dance Studio September 2008 - May 2009
Northwestern Mutual Life February 2008 - March 2009
Northwestern Mutual Financial Services February 2008 - March 2009
Northwestern Mutual Financial Network January 2008 - March 2009
Premier Designs November 2006 - February 2008
Education
St. Cloud State University 1998 — 2003
B.A., Communication Studies
Sleepy Eye Public High School
Office of the Comptroller of the Currency June 2009 - Present
Northwestern Mutual September 2008 - May 2009
Northwestern Mutual Financial Network June 2008 - May 2009
St. John's University Office of Resident Life 2006 - 2008
Skills
Financial Analysis, Finance
Education
Saint John's University 2005 — 2009
B.S., Finance
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
BS, Finance
Northwestern Mutual Financial Network April 2007 - February 2009
Northwestern Mutual April 2007 - February 2009
Skills
Securities, Microsoft Excel, Leadership
Education
St. John Fisher College 1996 — 2001
Bachelor of Science, Management concentrating in Finance
Katz, Nannis + Solomon, P.C. August 2014 - Present
Katz, Nannis + Solomon, P.C. January 2009 - August 2014
Northwestern Mutual Financial Network June 2008 - November 2008
Skills
Tax Preparation, QuickBooks, Microsoft Excel, Auditing, Accounting, Financial Reporting, GAAP, Financial Statements, Financial Accounting, Tax Returns, US GAAP, Microsoft Office
Education
Western New England University 2010 — 2011
Masters, Accounting
Suffolk University - Sawyer School of Management 2005 — 2009
BS, Accounting
Apollo Endosurgery August 2015 - Present
Mauna Kea Technologies November 2011 - August 2015
Stryker February 2011 - October 2011
Modern Marketing Concepts June 2009 - January 2011
Northwestern Mutual Financial Network June 2008 - March 2009
Skills
Sales Operations, Product Launch, Healthcare, Surgeons, New Business Development, Product Marketing, Account Management, Cold Calling, Surgery, Cross-functional Team..., Medical Devices, Clinical Research, Gastroenterology, Leadership, Sales, Sales Management, Building Relationships, Customer Service, Market Development, Pulmonology, Urology, Fellowship programs, Marketing, Capital Equipment, Operating Room, Orthopedic, Disposables, Surgical Instruments, Medical Sales, Medical Imaging, Sales Force Development, Hospitals
Education
Suny Oneonta 2005 — 2009
Bachelor of Science (B.S.), Business
Chenango valley
Northwestern Mutual Financial Network October 2007 - February 2009
Education
St. Cloud State University 2003 — 2008
Bachelor's Degree, Finance, General
VARDY & COMPANY, CPA'S, P.A. January 2013 - Present
Northwestern Mutual Financial Network 2003 - Present
Northwestern Mutual February 2003 - July 2012
Physicians Professional Services December 1992 - July 2002
Education
St. Petersburg College 1982 — 1985
Seminole
Zions First National Bank July 2003 - Present
Northwestern Mutual Financial Network October 2002 - July 2003
M&T Bank August 1991 - September 2002
Midlantic National Bank April 1988 - September 1991
The First Jersey National Bank April 1986 - April 1988
U.S. Trust Company of NY June 1984 - April 1986
Merrill Lynch Pierce Fenner & Smith February 1981 - April 1984
Skills
Commercial Lending, Bonds, Finance, Loans, Financial Analysis, Credit, Banking, Portfolio Management, Credit Analysis, Investments, Commercial Banking, Securities, M&A Escrows, Structured Finance, Securitization, Insurance
Education
State University of New York College at Brockport 1976 — 1980
BS, Business
McGladrey December 2014 - Present
The Bonadio Group December 2010 - December 2014
ING June 2010 - November 2010
Northwestern Mutual Financial Network June 2009 - March 2010
Empire State College June 2008 - January 2009
Skills
Financial Analysis, Financial Accounting, Tax, Leadership, Finance, Accounting, US GAAP, Financial Reporting, Auditing, GAAP, Internal Controls, Financial Statements, Account Reconciliation
Education
State University of New York College at Brockport 2006 — 2010
Bachelor of Science (B.S.), Finance AACSB, 3.85
State University of New York College at Brockport 2006 — 2010
Bachelor of Science (BS), Accounting AACSB
Northwestern Mutual June 2014 - Present
Watkins & Newton Financial, LLC at Northwestern Mutual November 2013 - June 2014
Northwestern Mutual Financial Network 2010 - November 2013
Northwestern Mutual April 2008 - December 2009
Strenesse USA, Inc. September 2002 - December 2007
Skills
Customer Service, Leadership, Retirement Planning
Education
State University of New York College at Oneonta 1997 — 2001
BA, English
Northwestern Mutual Financial Network 2006 - 2009
ExamOne 2005 - 2006
Skills
College Recruiting, Sales, Leadership, Finance, Marketing, Customer Service, Management, Microsoft Office, Strategic Planning, Event Planning, Recruiting, Time Management
Education
State University of New York College at Geneseo 2001 — 2005
B.S., Business Administration
SABRE - Security Equipment Corporation March 2014 - Present
Trans States Airlines October 2013 - April 2014
The Lab Gym May 2012 - October 2012
Health Capital Consultants May 2011 - April 2012
Renner Technology June 2010 - May 2011
Edwardsville YMCA May 2009 - April 2010
Northwestern Mutual Financial Network January 2008 - August 2009
Centralia Recreation Department May 2007 - August 2008
Southern Illinois University Edwardsville August 2007 - May 2008
Skills
Microsoft Office, Outlook, Project Management, Program Management, Microsoft Excel, Healthcare, PowerPoint, Peachtree, QuickBooks, Recruiting, Facebook, Social Media, Time Management, Leadership, Sales, Microsoft Word, Customer Service, Public Speaking, Management, Research, Interviews, Data Entry, Event Planning, Team Building
Education
Southern Illinois University, Edwardsville 2006 — 2009
B.S., Psychology
Kaskaskia College 2003 — 2006
Credits, Generals
Northwestern Mutual Financial Network 2008 - Present
Bender Financial Group, The Northwestern Mutual Financial Network 2008 - Present
GE Capital 2006 - 2008
Argent Mortgage 2003 - 2006
Education
Syracuse University 1987 — 1991
BAchelor of Science, Finance / Economics
Xceed Financial Credit Union April 2015 - Present
Xceed Financial Credit Union August 2014 - Present
First Niagara Bank May 2012 - January 2014
HSBC March 2010 - May 2012
Northwestern Mutual Financial Network December 2008 - July 2009
Delta Sonic September 2005 - January 2009
Skills
Retirement Planning, Life Insurance, Finance, Loans, Credit, Mortgage Lending, Banking, Credit Analysis, Financial Analysis, Wealth Management, Sales, Relationship Management, Financial Services, Risk Management, Loan Origination, Retail Banking, Consumer Lending, Small Business Lending, Cross Selling, Refinance
Education
Nazareth College of Rochester 2013 — 2015
Master of Science (MS), Managememt
State University of New York College at Brockport 2006 — 2009
Bachelor's degree, Finance, General
Monroe Community College 2004 — 2006
Associate's degree, Business Administration and Management, General
Northwestern Mutual Financial Network May 2006 - Present
Education
Southern Utah University 2004 — 2007
BA Finance, Business
Northwestern Mutual Financial Network May 2008 - Present
Education
Southern Utah University 2003 — 2008
BS, Business Marketing
Southern Utah University 2003 — 2008
BS, Hotel, Resort, and Hospitality Management
Cedar High School
Sanford-Brown College - St. Peters April 2010 - Present
Northwestern Mutual Financial Network May 2008 - September 2008
Kohlfeld Distributing Inc October 2007 - May 2008
Skills
Financial Analysis, Accounting, Customer Relations, Customer Service, Team Oriented
Education
Southeast Missouri State University 2005 — 2009
B.S.B.A, Finance
City of New York July 2012 - Present
Guidepoint Global February 2010 - July 2012
Northwestern Mutual Financial Network February 2007 - April 2009
Education
State University of New York at Stony Brook 2004 — 2008
BA, Economics
U.S. Trust June 2013 - Present
LVW Advisors October 2011 - May 2013
Convergent Wealth Advisors September 2010 - October 2011
First American Equipment Finance May 2009 - January 2010
Midwest, Inc. October 2006 - April 2009
Northwestern Mutual Financial Network January 2006 - July 2006
Skills
Investments, Financial Analysis, Portfolio Management, Finance, Strategic Financial..., Financial Modeling, Credit, Asset Managment, Loans, Valuation, Banking, Insurance, Corporate Finance, Credit Analysis, Accounting, Asset Allocation, Asset Management, Financial Planning
Education
St. John Fisher College 2004 — 2006
Management, Finance, Financial Planning
Northwestern Mutual Financial Network June 1978 - Present
Education
St. Norbert College 1976 — 1979
BBA, Marketing/Management
Finlandia University 1974 — 1976
Associate, Business Administration
Dentons July 2015 - Present
McKenna Long & Aldridge LLP 2009 - Present
Knott & Glazier LLP November 2007 - 2009
SMT Woods 2004 - 2005
Northwestern Mutual Financial Network 2001 - 2003
Skills
Product Liability, Litigation, Civil Litigation, Legal Writing, Depositions, Business Litigation, Insurance, Legal Research, Commercial Litigation, Mediation, Personal Injury, Courts, Appeals, Insurance Law, Trials, Arbitration, Corporate Law, Legal Assistance, Public Liability, Employment Law, Torts, Motions, Class Actions
Education
Southwestern Law School 2005 — 2007
J.D., Law
University of California, San Diego 1997 — 2001
B.A., Political Science
TIAA-CREF April 2007 - Present
El Camino Hospital November 2002 - May 2007
Northwestern Mutual Financial Network March 2003 - April 2007
Nelson Capital Managment 2000 - 2002
Education
University of California, Santa Cruz 2003 — 2006
CFP, Certified Financial Planner
State University of New York College at Cortland 1973 — 1977
B.A., Speech, English literature
ALDI Stores August 2009 - Present
Northwestern Mutual Financial Network 2008 - 2009
Education
Southern Illinois University, Edwardsville 2006 — 2010
Northwestern Mutual Financial Network June 2006 - Present
Northwestern Mutual Financial Network June 2006 - January 2009
Seminole County Schools July 2003 - June 2006
Central Florida Pediatrics 2000 - 2003
Skills
Life Insurance, Disability Insurance, Insurance, Health Insurance, Fixed Annuities, Long Term Care Insurance, Long-term Care, Retirement, Financial Analysis, Training, Sales
Education
Adirondack Community College 1989 — 1991
Business Administration and Management, General
Cristo Rey Brooklyn High School August 2015 - Present
Swiss Re Asset Management July 2002 - January 2013
NY State Banking Dept. 2000 - 2002
Northwestern Mutual Financial Network 1999 - 2000
JP Morgan Securities Inc. 1994 - 1998
Salomon Inc. 1979 - 1994
Skills
Trading, Investments, Finance, Treasury, Risk Management, Bloomberg, Fixed Income, Derivatives, Hedge Funds, Cash Management, Capital Markets, Equities, Bonds, Securitization, Funding
Education
St. John's University (NY) 1979 — 1982
Master of Business Administration (MBA), Economics & Finance, Approx. 3.2 GPA
St. John's University
Master of Business Administration (MBA), Economics & Finance
Colins Consulting Inc. February 2009 - Present
Northwestern Mutual Financial Network September 2007 - December 2008
Education
Southeastern Louisiana University 2006 — 2008
Cool Hollow Financial April 2014 - Present
Northwestern Mutual Financial Network January 2012 - April 2014
Orrstown Bank August 2009 - January 2012
Skills
Investments, Finance, Retirement Planning, Insurance, Financial Analysis, Risk Management, Customer Service, Microsoft Office, Retirement, Disability Insurance, Fixed Annuities, Microsoft Excel, Life Insurance, Long-term Care, Microsoft Word, Financial Services, Public Speaking
Education
Shippensburg University of Pennsylvania 2007 — 2010
Bachelor of Science, Mathematics/Business Minor
Shippensburg Area Senior High School 2002 — 2006
AIG October 2012 - Present
Beazley Shared Services February 2011 - December 2012
Northwestern Mutual Financial Network December 2009 - December 2010
The Morgan Group, LLC June 2010 - July 2010
Renzulli Learning June 2009 - November 2009
Creative Learning Press June 2008 - August 2008
Skills
Insurance, Underwriting, Brokers, Investments, Financial Analysis
Education
Stonehill College 2006 — 2010
Bachelor of Science, Business Administration; Finance
University of Westminster 2009 — 2009
EY May 2015 - Present
JPMorgan Chase March 2012 - April 2014
JPMorgan Chase July 2009 - March 2012
JPMorgan Chase June 2008 - August 2008
Northwestern Mutual Financial Network June 2007 - August 2007
Skills
Fixed Income, Derivatives, Bloomberg, Trading, Trading Systems, Valuation, Credit, Settlement, Data Analysis, Management, Account Reconciliation, Structured Products, Calypso, Loans, Hedge Funds, Finance
Education
Syracuse University 2005 — 2009
Bachelor of Science, Finance
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Bachelor of Science (BS), Finance, General
Syracuse University
Leeco Steel February 2012 - Present
North Shore Bank September 2010 - February 2012
Wells Fargo Financial March 2007 - August 2010
Wells Fargo Financial October 2006 - February 2007
Wells Fargo Financial May 2005 - September 2006
Northwestern Mutual Financial Network December 2004 - April 2005
Education
St. Norbert College 2001 — 2005
Bachelor of Business Administration, Management emphasis
Buffalo Geoscience October 2013 - Present
Northwestern Mutual Financial Network August 2010 - November 2010
Skills
Licensed Life,..., Energy
Education
State University of New York College at Geneseo 2009 — 2013
BA, Economics and Studio Art
TriZetto Corporation July 2013 - Present
TriZetto Corporation June 2012 - June 2013
IQNavigator October 2010 - June 2012
Northwestern Mutual Financial Network June 2010 - October 2010
Oakley April 2006 - August 2010
Skills
Analysis, Microsoft Excel, PowerPoint, Customer Retention, Strategy, Team Leadership, SaaS, Sourcing, Microsoft Word, Business Analysis, Time Management, Business Process
Education
Southern Methodist University 2006 — 2010
Bachelor's degree, Business/Managerial Economics
Southern Methodist University 2006 — 2010
Bachelor's degree, Economics
South Shore Baymen Lacrosse Club August 2014 - Present
Lindenhurst Public School District March 2011 - Present
Northwestern Mutual Financial Network February 2011 - June 2012
Education
Touro College 2015 — 2016
Master of Science (MS), Education/Teaching of Individuals in Early Childhood Special Education Programs, 1-6
Siena College 2006 — 2010
Bachelor of Arts (B.A.), History