Presidential Life
Industry: Life insurance company
DescriptionHeadquarters: Nyack, NY Founder: Herbert Kurz Founded: 1965 Parent organization: Athene Annuity & Life Assurance Company
Presidential Life List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Presidential Life. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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26 Presidential Life employees in database. Find out everything there's to know about Presidential Life 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.
Presidential Life Employees
Employee
Years
Job
Industry
sourabh chadha sourabh chadha's Presidential Life Experience April 2009 - Present
Job Managing Director at Presidential Life
Industry Financial Services
Experience
Presidential Life April 2009 - Present
Intertan Canada April 2005 - 2008
Skills
Strategic Financial..., Financial Analysis, Strategic Planning, Coaching, Investments, Wealth Management, Portfolio Management, Retirement, Insurance, Risk Management, Investment Advisory, Estate Planning, Investment Strategies, Wealth, Management, Finance, Team Leadership, Customer Service, Financial Planning, Sales, Leadership
Education
George Brown College 2003 — 2004
Post Grad Diploma, Bussiness Management
GNDU 1998 — 2001
Bachelor, Commerce
Presidential Life April 2009 - Present
Intertan Canada April 2005 - 2008
Skills
Strategic Financial..., Financial Analysis, Strategic Planning, Coaching, Investments, Wealth Management, Portfolio Management, Retirement, Insurance, Risk Management, Investment Advisory, Estate Planning, Investment Strategies, Wealth, Management, Finance, Team Leadership, Customer Service, Financial Planning, Sales, Leadership
Education
George Brown College 2003 — 2004
Post Grad Diploma, Bussiness Management
GNDU 1998 — 2001
Bachelor, Commerce
Eileen Lopez Eileen Lopez's Presidential Life Experience October 2010 - January 2014
Job Senior Sales Representative at Athene Annuity & Life Assurance Company of New york
Industry Insurance
Experience
Athene Anuity & Life Assurance Company of New York January 2014 - Present
Presidential Life October 2010 - January 2014
Presidential Life March 2008 - October 2010
Skills
Brokers, Insurance, Life Insurance, Marketing, Underwriting, Property & Casualty..., Events Coordination, Project Management, New Business Development, Whole Life, Leadership, Financial Services, Universal Life, Fixed Annuities, Customer Service, Claim, Term Life Insurance, Event Planning, CRM, Graphic Design, Fundraising, Team Leadership, Research, Financial Reporting, Training, Data Analysis, Organizational..., Risk Management, Retirement Planning
Education
City University of New York-John Jay College of Criminal Justice 2006 — 2008
Bachelor's Degree, Criminal Justice
City University of New York-John Jay College of Criminal Justice 2004 — 2006
Associate's Degree, Criminal Justice/Police Science
Athene Anuity & Life Assurance Company of New York January 2014 - Present
Presidential Life October 2010 - January 2014
Presidential Life March 2008 - October 2010
Skills
Brokers, Insurance, Life Insurance, Marketing, Underwriting, Property & Casualty..., Events Coordination, Project Management, New Business Development, Whole Life, Leadership, Financial Services, Universal Life, Fixed Annuities, Customer Service, Claim, Term Life Insurance, Event Planning, CRM, Graphic Design, Fundraising, Team Leadership, Research, Financial Reporting, Training, Data Analysis, Organizational..., Risk Management, Retirement Planning
Education
City University of New York-John Jay College of Criminal Justice 2006 — 2008
Bachelor's Degree, Criminal Justice
City University of New York-John Jay College of Criminal Justice 2004 — 2006
Associate's Degree, Criminal Justice/Police Science
Stan Rubin Stan Rubin's Presidential Life Experience November 1999 - September 2003
Job Board of Directors at Community YMCA, Red Bank NJ
Industry Investment Management
Experience
Community YMCA, Red Bank NJ February 2005 - Present
Presidential Life Corp June 2001 - December 2012
Presidential Life Insurance Company November 1999 - December 2012
Presidential Life November 1999 - September 2003
Skills
Mergers & Acquisitions, Securities, Insurance, Investor Relations, Investments, Risk Management, Strategic Financial..., Financial Services, Strategic Planning, Financial Analysis, SEC filings, Start-ups, Mutual Funds, Sarbanes-Oxley Act, Financial Modeling
Education
Adelphi University 1965 — 1967
Master of Business Administration (MBA), Business/Commerce, General
New York University - Leonard N. Stern School of Business 1960 — 1964
BS, Finance, General
Community YMCA, Red Bank NJ February 2005 - Present
Presidential Life Corp June 2001 - December 2012
Presidential Life Insurance Company November 1999 - December 2012
Presidential Life November 1999 - September 2003
Skills
Mergers & Acquisitions, Securities, Insurance, Investor Relations, Investments, Risk Management, Strategic Financial..., Financial Services, Strategic Planning, Financial Analysis, SEC filings, Start-ups, Mutual Funds, Sarbanes-Oxley Act, Financial Modeling
Education
Adelphi University 1965 — 1967
Master of Business Administration (MBA), Business/Commerce, General
New York University - Leonard N. Stern School of Business 1960 — 1964
BS, Finance, General
Chris Helthaler Chris Helthaler's Presidential Life Experience March 2003 - March 2004
Job Athene Annuity & Life Assurance Company of New York
Industry Insurance
Experience
Athene Annuity & Life Assurance Company of New York February 2014 - Present
Presidential Life Insurance Company April 2004 - February 2014
Presidential Life March 2003 - March 2004
Presidential Life Insurance Company September 1998 - February 2003
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Insurance, 401k, Financial Services, Claim, Health Insurance, Long-term Care, Universal Life, Term Life Insurance, Retirement
Education
Sullivan County Community College 1980 — 1983
Associates, Retail Business Administration
Athene Annuity & Life Assurance Company of New York February 2014 - Present
Presidential Life Insurance Company April 2004 - February 2014
Presidential Life March 2003 - March 2004
Presidential Life Insurance Company September 1998 - February 2003
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Insurance, 401k, Financial Services, Claim, Health Insurance, Long-term Care, Universal Life, Term Life Insurance, Retirement
Education
Sullivan County Community College 1980 — 1983
Associates, Retail Business Administration
Maggie Marsico Maggie Marsico's Presidential Life Experience June 2012 - August 2012
Job Recent graduate in the job search
Industry Public Relations and Communications
Experience
BTC Events December 2008 - Present
Scripps Networks Interactive January 2015 - May 2015
CNBC September 2014 - December 2014
Carolyn Izzo Integrated Communications May 2014 - August 2014
BTC Events February 2014 - May 2014
Janine Just, Inc. May 2013 - August 2013
UMDNJ September 2012 - May 2013
Google 2013 - 2013
Presidential Life June 2012 - August 2012
Skills
Communication Skills, Microsoft Office, Written Communication, Italian and Spanish..., Social Media (Facebook,..., Resume Writing, Possess strong..., Social Networking, Public Relations, Event Planning, Marketing, Teamwork, Social Media, Teaching, Social Media Marketing, Communication, Press Releases, Community Outreach, Facebook, Microsoft Word, Public Speaking, Editing, Blogging, PowerPoint, Marketing Communications
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Major: Communication, Minor(s): Italian and Spanish, 3.4
Pearl River High School 2006 — 2011
BTC Events December 2008 - Present
Scripps Networks Interactive January 2015 - May 2015
CNBC September 2014 - December 2014
Carolyn Izzo Integrated Communications May 2014 - August 2014
BTC Events February 2014 - May 2014
Janine Just, Inc. May 2013 - August 2013
UMDNJ September 2012 - May 2013
Google 2013 - 2013
Presidential Life June 2012 - August 2012
Skills
Communication Skills, Microsoft Office, Written Communication, Italian and Spanish..., Social Media (Facebook,..., Resume Writing, Possess strong..., Social Networking, Public Relations, Event Planning, Marketing, Teamwork, Social Media, Teaching, Social Media Marketing, Communication, Press Releases, Community Outreach, Facebook, Microsoft Word, Public Speaking, Editing, Blogging, PowerPoint, Marketing Communications
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Major: Communication, Minor(s): Italian and Spanish, 3.4
Pearl River High School 2006 — 2011
Karen Panettieri Karen Panettieri's Presidential Life Experience September 2003 - October 2011
Job Controller at Hudson Heritage Federal Credit Union
Industry Banking
Experience
Hudson Heritage Federal Credit Union October 2011 - Present
Presidential Life September 2003 - October 2011
Castlerock Risk Services, LLC 2001 - 2003
Mariner Management Group, Inc. 1994 - 2000
Navigators Insurance Company 1986 - 1994
Skills
Account Reconciliation, Internal Audit, Internal Controls, Insurance, General Ledger, GAAP, SEC filings, Accounting, Sarbanes-Oxley Act, 401k, Cash Flow, Investments, Finance, Accounts Receivable, Mergers & Acquisitions
Education
Bryant University
Bachelor of Science, Accounting
Ramsey High School
Hudson Heritage Federal Credit Union October 2011 - Present
Presidential Life September 2003 - October 2011
Castlerock Risk Services, LLC 2001 - 2003
Mariner Management Group, Inc. 1994 - 2000
Navigators Insurance Company 1986 - 1994
Skills
Account Reconciliation, Internal Audit, Internal Controls, Insurance, General Ledger, GAAP, SEC filings, Accounting, Sarbanes-Oxley Act, 401k, Cash Flow, Investments, Finance, Accounts Receivable, Mergers & Acquisitions
Education
Bryant University
Bachelor of Science, Accounting
Ramsey High School
Mitchell R. Anderson, CLU® Mitchell R. Anderson, CLU®'s Presidential Life Experience May 2009 - January 2013
Job Vice President & Relationship Manager at Athene Annuity & Life Assurance /Company of New York
Industry Insurance
Experience
Athene Annuity & Life Assurance /Company of New York January 2013 - Present
Presidential Life May 2009 - January 2013
Presidential Life January 1997 - April 2009
Smith Barney January 1995 - December 1996
Travelers Life & Annuity 1989 - 1995
Skills
Product Development, Public Speaking, Sales Management, Strategic Planning, Budgets, Mergers & Acquisitions, Financial Services, Fixed Annuities, Investments, Strategic Financial..., Start-ups, Market Research, Marketing Communications, Finance, Change Management, Strategy, Marketing Strategy, Business Planning, Insurance, Financial Analysis, Account Management, Business Development
Education
University at Albany 1984 — 1988
BS, Biology
The American College
Chartered Life Underwriter, Financial Planning and Services
walter panas
walter panas
Athene Annuity & Life Assurance /Company of New York January 2013 - Present
Presidential Life May 2009 - January 2013
Presidential Life January 1997 - April 2009
Smith Barney January 1995 - December 1996
Travelers Life & Annuity 1989 - 1995
Skills
Product Development, Public Speaking, Sales Management, Strategic Planning, Budgets, Mergers & Acquisitions, Financial Services, Fixed Annuities, Investments, Strategic Financial..., Start-ups, Market Research, Marketing Communications, Finance, Change Management, Strategy, Marketing Strategy, Business Planning, Insurance, Financial Analysis, Account Management, Business Development
Education
University at Albany 1984 — 1988
BS, Biology
The American College
Chartered Life Underwriter, Financial Planning and Services
walter panas
walter panas
Ronald Delgrosso Ronald Delgrosso's Presidential Life Experience September 1998 - December 2012
Job Vice President / Director of Information Technology
Industry Insurance
Experience
Athene Annuity & Life Assurance Company of New York December 2012 - Present
Presidential Life September 1998 - December 2012
DecisionOne April 1996 - September 1998
Skills
IT Management, IT Strategy, IT Solutions, IT Operations, Network Engineering, Telecommunications, Messaging, Databases, Web Design, Disaster Recovery, Mobile Technology, Project Management, IT contract negotiation, Business Intelligence, Life Insurance, Information Technology, Insurance, Risk Management, Management, SDLC, Leadership, Requirements Analysis, Business Analysis, Vendor Management, Process Improvement, Strategic Planning, Program Management, Strategy
Education
SUNY Empire State College 2011 — 2013
Bachelor's Degree, Information Technology
DeVry University-New Jersey 1993 — 1994
Associate's Degree, Electrical, Electronic and Communications Engineering Technology/Technician
State University of New York at Delhi 1986 — 1988
Associate's degree, Occupational Studies
Athene Annuity & Life Assurance Company of New York December 2012 - Present
Presidential Life September 1998 - December 2012
DecisionOne April 1996 - September 1998
Skills
IT Management, IT Strategy, IT Solutions, IT Operations, Network Engineering, Telecommunications, Messaging, Databases, Web Design, Disaster Recovery, Mobile Technology, Project Management, IT contract negotiation, Business Intelligence, Life Insurance, Information Technology, Insurance, Risk Management, Management, SDLC, Leadership, Requirements Analysis, Business Analysis, Vendor Management, Process Improvement, Strategic Planning, Program Management, Strategy
Education
SUNY Empire State College 2011 — 2013
Bachelor's Degree, Information Technology
DeVry University-New Jersey 1993 — 1994
Associate's Degree, Electrical, Electronic and Communications Engineering Technology/Technician
State University of New York at Delhi 1986 — 1988
Associate's degree, Occupational Studies
Alissa Bowles, CIA, CGAP Alissa Bowles, CIA, CGAP's Presidential Life Experience November 1994 - April 1998
Job Manager, Audit and Compliance at JAXPORT
Industry Maritime
Experience
JAXPORT July 2002 - Present
Florida State College at Jacksonville March 2000 - June 2002
New York Power Authority April 1998 - March 2000
Presidential Life November 1994 - April 1998
FDIC 1991 - 1993
Education
Florida International University 2011 — 2014
MBA, Business Administration
Jacksonville University 2001 — 2003
MAT, Elementary Education
Bethune Cookman University 1987 — 1991
B.S., Accounting
William M Raines
JAXPORT July 2002 - Present
Florida State College at Jacksonville March 2000 - June 2002
New York Power Authority April 1998 - March 2000
Presidential Life November 1994 - April 1998
FDIC 1991 - 1993
Education
Florida International University 2011 — 2014
MBA, Business Administration
Jacksonville University 2001 — 2003
MAT, Elementary Education
Bethune Cookman University 1987 — 1991
B.S., Accounting
William M Raines
David J. Klein, CFP® David J. Klein, CFP®'s Presidential Life Experience November 2007 - August 2012
Job Regional Director at AIM Systems, Inc.
Industry Insurance
Experience
AIM Systems, Inc. August 2014 - Present
Dalton Education 2009 - 2015
Dalton Education 2009 - 2015
Prudential Financial August 2012 - July 2014
Presidential Life November 2007 - August 2012
Conseco 2005 - 2007
Diversified Underwriters Services, Inc. 2000 - 2005
John Alden Life 1993 - 1998
Skills
Long Term Care, Annuity, Retirement, Insurance, Annuities, Fixed Annuities, Wholesaling, Insurance Planning, Long-term Care, Life Insurance, Wholesale, Financial Planners, Whole Life, Term Life Insurance, Strategic Financial..., Universal Life, Liability, Securities, Disability Insurance, IRAs, 401k, Mutual Funds, Series 63, Retirement Planning, Series 6, Variable Annuities, Long Term Care Insurance, Critical Illness
Education
University of Florida - Warrington College Of Business 1987 — 1991
Bachelor of Science (B.S.), Finance
AIM Systems, Inc. August 2014 - Present
Dalton Education 2009 - 2015
Dalton Education 2009 - 2015
Prudential Financial August 2012 - July 2014
Presidential Life November 2007 - August 2012
Conseco 2005 - 2007
Diversified Underwriters Services, Inc. 2000 - 2005
John Alden Life 1993 - 1998
Skills
Long Term Care, Annuity, Retirement, Insurance, Annuities, Fixed Annuities, Wholesaling, Insurance Planning, Long-term Care, Life Insurance, Wholesale, Financial Planners, Whole Life, Term Life Insurance, Strategic Financial..., Universal Life, Liability, Securities, Disability Insurance, IRAs, 401k, Mutual Funds, Series 63, Retirement Planning, Series 6, Variable Annuities, Long Term Care Insurance, Critical Illness
Education
University of Florida - Warrington College Of Business 1987 — 1991
Bachelor of Science (B.S.), Finance
Stephanie Rubeo Stephanie Rubeo's Presidential Life Experience June 2011 - August 2011
Job HR Generalist at Sabra Dipping Company, LLC
Industry Human Resources
Experience
Sabra Dipping Company, LLC November 2014 - Present
Sabra Dipping Company, LLC October 2012 - November 2014
Sabra Dipping Company, LLC June 2012 - September 2012
Public House Investments April 2012 - September 2012
Sacred Heart University August 2009 - May 2012
Presidential Life June 2011 - August 2011
McIntyre Group February 2011 - May 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Customer Service, Psychology, Human Resources, Time Management
Education
Sacred Heart University 2011 — 2012
Master's degree, Applied Psychology
Sacred Heart University 2007 — 2011
Bachelor of Science (B.S.), Psychology
Sabra Dipping Company, LLC November 2014 - Present
Sabra Dipping Company, LLC October 2012 - November 2014
Sabra Dipping Company, LLC June 2012 - September 2012
Public House Investments April 2012 - September 2012
Sacred Heart University August 2009 - May 2012
Presidential Life June 2011 - August 2011
McIntyre Group February 2011 - May 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Customer Service, Psychology, Human Resources, Time Management
Education
Sacred Heart University 2011 — 2012
Master's degree, Applied Psychology
Sacred Heart University 2007 — 2011
Bachelor of Science (B.S.), Psychology
Andrew Nandlal's Presidential Life Experience July 2007 - October 2013
Job Case Manager/Certified MMA Conditioning Coach/Freelance Designer
Industry Consumer Services
Experience
Athene Annuity & Life Assurance Company October 2013 - Present
Revel MMA June 2013 - Present
Various July 2003 - Present
Presidential Life July 2007 - October 2013
American Leisure January 2006 - May 2007
Bally Total Fitness July 2004 - November 2005
Skills
Automotive Design, Customer Service, Automotive, Management, Fitness Training, Designing, Insurance, Exercise, Phone Etiquette, Martial Arts, Goal Oriented, Managing Deadlines, Sketching, Logo Design, Outlook, Personal Training, Marketing, Photoshop, Fitness, Customer Satisfaction, Employee Training, New Business Development, Life Insurance, Email Marketing, Team Building, Coaching, Training, Personal Branding, Leadership, Social Media, Athletic Training, Microsoft Word
Education
Dominican College of Blauvelt 2003 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Academy of Art University 2002 — 2003
Bachelor of Arts (B.A.), Car Design/Industrial Design
Rockland Community College 2000 — 2002
Associate of Arts (A.A.), Computer Graphics
Pearl River High School
Athene Annuity & Life Assurance Company October 2013 - Present
Revel MMA June 2013 - Present
Various July 2003 - Present
Presidential Life July 2007 - October 2013
American Leisure January 2006 - May 2007
Bally Total Fitness July 2004 - November 2005
Skills
Automotive Design, Customer Service, Automotive, Management, Fitness Training, Designing, Insurance, Exercise, Phone Etiquette, Martial Arts, Goal Oriented, Managing Deadlines, Sketching, Logo Design, Outlook, Personal Training, Marketing, Photoshop, Fitness, Customer Satisfaction, Employee Training, New Business Development, Life Insurance, Email Marketing, Team Building, Coaching, Training, Personal Branding, Leadership, Social Media, Athletic Training, Microsoft Word
Education
Dominican College of Blauvelt 2003 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Academy of Art University 2002 — 2003
Bachelor of Arts (B.A.), Car Design/Industrial Design
Rockland Community College 2000 — 2002
Associate of Arts (A.A.), Computer Graphics
Pearl River High School
Jane O'Malley Jane O'Malley's Presidential Life Experience January 2010 - June 2013
Job Insurance Broker at USA Benefits Group
Industry Insurance
Experience
USA Benefits Group June 2014 - Present
Columbian Life Insurance January 2013 - Present
Presidential Life January 2010 - June 2013
National Bond and Trust July 1995 - January 2010
Skills
Life Insurance, Health Insurance, Medicare Advantage, Medicare Supplements, Medicare Prescription..., Critical Illness, Accident Insurance, Long-term Care
Education
Queens College
Master’s Degree, Music Teacher Education
University of New Hampshire 1964 — 1968
Bachelor’s Degree, Music Education
USA Benefits Group June 2014 - Present
Columbian Life Insurance January 2013 - Present
Presidential Life January 2010 - June 2013
National Bond and Trust July 1995 - January 2010
Skills
Life Insurance, Health Insurance, Medicare Advantage, Medicare Supplements, Medicare Prescription..., Critical Illness, Accident Insurance, Long-term Care
Education
Queens College
Master’s Degree, Music Teacher Education
University of New Hampshire 1964 — 1968
Bachelor’s Degree, Music Education
James McCarter James McCarter's Presidential Life Experience July 2012 - August 2012
Job Marketing Assistant within the Professional Development division of John Wiley and Sons
Industry Marketing and Advertising
Experience
John Wiley and Sons February 2014 - May 2015
GEA Westfalia Separator December 2012 - January 2013
Dunkin Donuts October 2010 - December 2012
Presidential Life July 2012 - August 2012
Don Bosco Marketing Project October 2010 - October 2010
Skills
Microsoft Office, Adobe Photoshop, Adobe Bridge, Microsoft Excel, Microsoft Word, Digital Photography, Photoshop, Data Analysis, Data Entry, Marketing, Social Media Marketing
Education
Marist College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
John Wiley and Sons February 2014 - May 2015
GEA Westfalia Separator December 2012 - January 2013
Dunkin Donuts October 2010 - December 2012
Presidential Life July 2012 - August 2012
Don Bosco Marketing Project October 2010 - October 2010
Skills
Microsoft Office, Adobe Photoshop, Adobe Bridge, Microsoft Excel, Microsoft Word, Digital Photography, Photoshop, Data Analysis, Data Entry, Marketing, Social Media Marketing
Education
Marist College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
John Ferdinandi's Presidential Life Experience June 2000 - April 2001
Job Vice President of Accounting and Corporate Controller at NRT
Industry Accounting
Experience
NRT September 2015 - Present
Dun and Bradstreet September 2013 - September 2015
Dun & Bradstreet 2009 - September 2013
Dun and Bradstreet January 2007 - December 2009
Dun and Bradstreet September 2005 - January 2007
Computer Horizons Corporation September 2004 - September 2005
AT&T April 2001 - September 2004
Presidential Life June 2000 - April 2001
Deloitte December 1995 - May 2000
CIT March 1993 - December 1995
Skills
Financial Analysis, Forecasting, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Managerial Finance, Accounting, Internal Controls, Mergers & Acquisitions, Risk Management, Finance, Analytics, Auditing, Process Improvement, US GAAP, Financial Accounting, Strategic Financial..., Revenue Recognition, Business Analysis, Business Strategy, Budgets, Internal Audit, SEC filings, Corporate Finance, Financial Audits, Due Diligence, SEC Filings
Education
Fairleigh Dickinson University 1992 — 1995
MBA, Accounting and Finance
Seton Hall University 1988 — 1992
Bachelor of Science (B.S.), Accounting
NRT September 2015 - Present
Dun and Bradstreet September 2013 - September 2015
Dun & Bradstreet 2009 - September 2013
Dun and Bradstreet January 2007 - December 2009
Dun and Bradstreet September 2005 - January 2007
Computer Horizons Corporation September 2004 - September 2005
AT&T April 2001 - September 2004
Presidential Life June 2000 - April 2001
Deloitte December 1995 - May 2000
CIT March 1993 - December 1995
Skills
Financial Analysis, Forecasting, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Managerial Finance, Accounting, Internal Controls, Mergers & Acquisitions, Risk Management, Finance, Analytics, Auditing, Process Improvement, US GAAP, Financial Accounting, Strategic Financial..., Revenue Recognition, Business Analysis, Business Strategy, Budgets, Internal Audit, SEC filings, Corporate Finance, Financial Audits, Due Diligence, SEC Filings
Education
Fairleigh Dickinson University 1992 — 1995
MBA, Accounting and Finance
Seton Hall University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Joseph O'Connor, CPA, CISA's Presidential Life Experience May 2011 - January 2013
Job Director of Internal Audit at ShelterPoint Life Insurance Company
Industry Financial Services
Experience
ShelterPoint Life Insurance Company January 2013 - Present
Presidential Life May 2011 - January 2013
Regulatory Consultant, Inc. November 2010 - April 2011
XL Capital (Hamilton, Bermuda and Hartford, CT) May 2007 - June 2010
RSM McGladrey, Inc (Hartford, CT) July 2002 - May 2007
Arthur Andersen L.L.P. (Hartford, CT) November 1998 - June 2002
CIGNA 1996 - 1998
Skills
Mergers & Acquisitions, Auditing, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Accounting, Risk Assessment, PeopleSoft, Forecasting, Financial Analysis, Financial Risk, Risk Management, Insurance, Financial Reporting, Process Improvement, Enterprise Risk..., IT Audit, Financial Audits, Finance
Education
LIU Post
B.S., Accounting with a minor in Economics
ShelterPoint Life Insurance Company January 2013 - Present
Presidential Life May 2011 - January 2013
Regulatory Consultant, Inc. November 2010 - April 2011
XL Capital (Hamilton, Bermuda and Hartford, CT) May 2007 - June 2010
RSM McGladrey, Inc (Hartford, CT) July 2002 - May 2007
Arthur Andersen L.L.P. (Hartford, CT) November 1998 - June 2002
CIGNA 1996 - 1998
Skills
Mergers & Acquisitions, Auditing, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Accounting, Risk Assessment, PeopleSoft, Forecasting, Financial Analysis, Financial Risk, Risk Management, Insurance, Financial Reporting, Process Improvement, Enterprise Risk..., IT Audit, Financial Audits, Finance
Education
LIU Post
B.S., Accounting with a minor in Economics
Lindsey Stewart, PHR's Presidential Life Experience February 2011 - Present
Job Human Resources Generalist at Presidential Life
Industry Insurance
Experience
Presidential Life February 2011 - Present
Arc-Com Fabrics August 2003 - February 2011
Skills
Employee Benefits, 401k, Disability Insurance, Insurance, Recruiting, Long-term Care, Strategic Planning, Coaching, Sales Management, FMLA, Workers Compensation, Performance Management, Professional..., Employee Handbooks, HR Policies, Life Insurance, Retirement
Education
Pace University - Lubin School of Business
PHR
Ramapo College of New Jersey
Bachelors, Business Administration and Management, General
Presidential Life February 2011 - Present
Arc-Com Fabrics August 2003 - February 2011
Skills
Employee Benefits, 401k, Disability Insurance, Insurance, Recruiting, Long-term Care, Strategic Planning, Coaching, Sales Management, FMLA, Workers Compensation, Performance Management, Professional..., Employee Handbooks, HR Policies, Life Insurance, Retirement
Education
Pace University - Lubin School of Business
PHR
Ramapo College of New Jersey
Bachelors, Business Administration and Management, General
Nina Han's Presidential Life Experience August 2010 - December 2012
Job Actuarial Analyst at Swiss Re
Industry Insurance
Experience
Swiss Re July 2013 - Present
Athene Annuity & Life Assurance Company December 2012 - July 2013
Presidential Life August 2010 - December 2012
Skills
MS Office Suite, MG-Alfa, Mandarin, Passed all Prelim Exams, Actuarial Science, Insurance, Financial Analysis, Microsoft Excel, Microsoft Office, VBA, Data Analysis
Education
State University of New York at Stony Brook 2007 — 2010
BS, Applied Math and Statistics/Economics
W C Bryant High School 2003 — 2007
QJJH
Swiss Re July 2013 - Present
Athene Annuity & Life Assurance Company December 2012 - July 2013
Presidential Life August 2010 - December 2012
Skills
MS Office Suite, MG-Alfa, Mandarin, Passed all Prelim Exams, Actuarial Science, Insurance, Financial Analysis, Microsoft Excel, Microsoft Office, VBA, Data Analysis
Education
State University of New York at Stony Brook 2007 — 2010
BS, Applied Math and Statistics/Economics
W C Bryant High School 2003 — 2007
QJJH
Chris Conciatori's Presidential Life Experience November 2008 - August 2010
Job at
Industry Banking
Experience
Bank of America February 2013 - Present
Bank of America August 2010 - Present
Presidential Life November 2008 - August 2010
Presiential Life Insurance Company September 2007 - November 2008
Skills
Insurance, Financial Modeling, Financial Analysis, Investments, IRAs, New Business Development, Accounting, Asset Management, Banking, Management, Sales, Equities, Mutual Funds, Microsoft Office, Auditing, Strategic Financial...
Education
Bentley University 2003 — 2007
Bachelor of Science, Managerial Economics
Bank of America February 2013 - Present
Bank of America August 2010 - Present
Presidential Life November 2008 - August 2010
Presiential Life Insurance Company September 2007 - November 2008
Skills
Insurance, Financial Modeling, Financial Analysis, Investments, IRAs, New Business Development, Accounting, Asset Management, Banking, Management, Sales, Equities, Mutual Funds, Microsoft Office, Auditing, Strategic Financial...
Education
Bentley University 2003 — 2007
Bachelor of Science, Managerial Economics
Dawn Corbin's Presidential Life Experience September 1987 - February 1998
Job Medical Receptionist
Industry Hospital & Health Care
Experience
Regional Hospice of Western Connecticut May 2013 - Present
Respiratory Specialists October 2012 - March 2013
Patient Care October 2001 - April 2011
Rockland Community College 1997 - 2001
Presidential Life September 1987 - February 1998
Skills
Human Resources, Outlook, Healthcare, Microsoft Office, Microsoft Excel, Budgets, Microsoft Word, Team Building, Research, HIPAA, PowerPoint, Data Analysis, Medicare, Home Care, Medical Terminology, Medical Billing, Medical Records, Insurance, Administrative..., Customer Service, Data Entry, Medicaid, Office Management, Accounts Receivable, Personnel Management, Revenue Cycle, HCPCS, Revenue Cycle Management, Appointment Scheduling, JCAHO, Employee Benefits, Benefits Administration, Medical Compliance, Accounts Payable, Healthcare Industry, Confidentiality, New Hire Orientations, Ordering Office Supplies, A/R collections, Office Equipment, Postage Meter, Meeting Scheduling, Executive Level..., Handle Confidential..., New Hire Paperwork, Clerical Work
Education
Rockland Community College 1990 — 1992
Business Administration
Nyack High
Regional Hospice of Western Connecticut May 2013 - Present
Respiratory Specialists October 2012 - March 2013
Patient Care October 2001 - April 2011
Rockland Community College 1997 - 2001
Presidential Life September 1987 - February 1998
Skills
Human Resources, Outlook, Healthcare, Microsoft Office, Microsoft Excel, Budgets, Microsoft Word, Team Building, Research, HIPAA, PowerPoint, Data Analysis, Medicare, Home Care, Medical Terminology, Medical Billing, Medical Records, Insurance, Administrative..., Customer Service, Data Entry, Medicaid, Office Management, Accounts Receivable, Personnel Management, Revenue Cycle, HCPCS, Revenue Cycle Management, Appointment Scheduling, JCAHO, Employee Benefits, Benefits Administration, Medical Compliance, Accounts Payable, Healthcare Industry, Confidentiality, New Hire Orientations, Ordering Office Supplies, A/R collections, Office Equipment, Postage Meter, Meeting Scheduling, Executive Level..., Handle Confidential..., New Hire Paperwork, Clerical Work
Education
Rockland Community College 1990 — 1992
Business Administration
Nyack High
Matthew Geevarghese's Presidential Life Experience June 2002 - December 2012
Job Vice President,Credit & Risk Management Amalgamated Bank
Industry Financial Services
Experience
Amalgamated Bank June 2014 - Present
Sterling National Bank September 2013 - April 2014
Presidential Life June 2002 - December 2012
Sands Brothers & Co. October 1998 - February 2001
TIAA-CREF October 1997 - October 1998
PNC September 1995 - October 1997
Skills
Disability Insurance, Fixed Annuities, Equities, Portfolio Management, Insurance, Investments, Fixed Income, Bloomberg, Financial Analysis, Financial Risk, Financial Modeling, 401k, Retirement, Risk Management, Underwriting, Private Equity, Valuation, Asset Management, Mergers & Acquisitions, Finance, Securities, Mutual Funds, Asset Allocation, Alternative Investments, Capital Markets, Forecasting, Strategy, Equity Research, Bonds, Financial Markets, Credit Risk, Series 63, Fixed Income Analysis, Wealth Management, Investment Strategies, Trading, Credit, Series 7, Financial Services, Wealth Management..., Credit Analysis, Strategic Financial..., Financial Advisory, Hedge Funds
Education
Pace University - Lubin School of Business 1998 — 2002
MBA, Finance
Temple University 1991 — 1995
BBA, Finance & Economics
Amalgamated Bank June 2014 - Present
Sterling National Bank September 2013 - April 2014
Presidential Life June 2002 - December 2012
Sands Brothers & Co. October 1998 - February 2001
TIAA-CREF October 1997 - October 1998
PNC September 1995 - October 1997
Skills
Disability Insurance, Fixed Annuities, Equities, Portfolio Management, Insurance, Investments, Fixed Income, Bloomberg, Financial Analysis, Financial Risk, Financial Modeling, 401k, Retirement, Risk Management, Underwriting, Private Equity, Valuation, Asset Management, Mergers & Acquisitions, Finance, Securities, Mutual Funds, Asset Allocation, Alternative Investments, Capital Markets, Forecasting, Strategy, Equity Research, Bonds, Financial Markets, Credit Risk, Series 63, Fixed Income Analysis, Wealth Management, Investment Strategies, Trading, Credit, Series 7, Financial Services, Wealth Management..., Credit Analysis, Strategic Financial..., Financial Advisory, Hedge Funds
Education
Pace University - Lubin School of Business 1998 — 2002
MBA, Finance
Temple University 1991 — 1995
BBA, Finance & Economics
John Marley's Presidential Life Experience June 2010 - August 2010
Job Client Account Electronic Biller Assistant at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Financial Services
Experience
Jackson Lewis P.C. September 2014 - December 2014
Broadview Networks June 2014 - August 2014
AIG May 2013 - December 2013
USI Insurance Services October 2012 - January 2013
The Guardian Life Insurance Company of America July 2012 - August 2012
Presidential Life June 2010 - August 2010
Skills
Insurance, Finance, Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Claim, Time Management, Leadership
Education
Le Moyne College 2007 — 2011
BS, Double Major in Finance and Business Analytics
Nyack High School
Jackson Lewis P.C. September 2014 - December 2014
Broadview Networks June 2014 - August 2014
AIG May 2013 - December 2013
USI Insurance Services October 2012 - January 2013
The Guardian Life Insurance Company of America July 2012 - August 2012
Presidential Life June 2010 - August 2010
Skills
Insurance, Finance, Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Claim, Time Management, Leadership
Education
Le Moyne College 2007 — 2011
BS, Double Major in Finance and Business Analytics
Nyack High School
Joseph Colangelo's Presidential Life Experience February 1981 - December 2004
Job Corporate Vice President Underwriting at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2004 - Present
Presidential Life February 1981 - December 2004
Education
Pace University
Bachelors, Business Administration
New York Life Insurance Company December 2004 - Present
Presidential Life February 1981 - December 2004
Education
Pace University
Bachelors, Business Administration
Scott Mettler's Presidential Life Experience May 2010 - August 2010
Job Manager at National Amusements
Industry Entertainment
Experience
National Amusements August 2010 - Present
Presidential Life May 2010 - August 2010
National Amusements December 2006 - August 2010
Skills
Customer Service
Education
State University of New York College at Old Westbury 2004 — 2008
Bachelor's degree, Mathematics
National Amusements August 2010 - Present
Presidential Life May 2010 - August 2010
National Amusements December 2006 - August 2010
Skills
Customer Service
Education
State University of New York College at Old Westbury 2004 — 2008
Bachelor's degree, Mathematics
MetLife
AXA Equitable
Prudential
Protective Life
Metropolitan Life Insurance Company
American National Insurance
Penn Mutual
Torchmark Corporation