Prime Financial Services
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Prime Financial Services Employees
Prime Financial Services 2002 - Present
Gartner June 2000 - December 2001
Skills
Wealth Management, Strategic Financial..., Estate Planning, Investments, Retirement, Financial Advisory, Wealth, Financial Planners, Securities, Finance, Financial Services, Management
Education
Wharton School, University of Pennsylvania 2013 — 2014
Certificate, Retirement Income Planning
Penn State University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Prime Financial Services July 2015 - Present
Student Athlete, Team Captain September 2011 - Present
Marketing/Public Relations Intern October 2013 - July 2015
Finance/Sales/Marketing Intern May 2014 - August 2014
Tennis Instructor June 2012 - January 2014
Publicity Intern October 2013 - December 2013
Social Media/Blog Intern June 2013 - August 2013
Skills
Social Media, Marketing, Marketing Research, Public Relations, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Facebook, Instagram, Twitter, Pinterest, Photoshop, Bloomberg Terminal
Education
Fairfield University 2011 — 2015
Bachelor's degree, Marketing, Finance
Fairfield University 2011 — 2015
Bachelor's degree, Finance and Marketing
Independent Insurance Agency August 2013 - Present
Prime Financial Services June 2011 - June 2013
Capital Brokerage January 2010 - September 2010
Insight Small Business Consulting, LLC May 2008 - December 2009
Zeigler & Associates August 2005 - April 2008
Pelham Country Homes, Inc September 2004 - June 2005
First Congregational Church September 2000 - August 2004
Product Ventures, Ltd January 1999 - January 2000
Norwalk Community College May 1996 - February 1999
Norwalk Community College May 1996 - February 1999
Skills
Time Management, Market Research, Budgets, Strategy, Finance, Marketing, Social Media, Recruiting, Competitive Analysis, Process Improvement, Training, Email Marketing
Education
The University of Connecticut 1986 — 1988
Master of Business Administration, Marketing
Fairfield University 1978 — 1980
Bachelor of Arts, Economics
PRIME Financial Services October 2014 - Present
Education
Bucknell University
BMO Harris Bank June 2013 - Present
State Farm Agent April 2010 - June 2013
Homestead Homes August 2007 - November 2009
Prime Financial Services 2005 - 2007
Indymac Bank 2004 - 2005
Argent Mortgage Company 2003 - 2004
Household International 1994 - 2003
Skills
Insurance, Customer Service, Property & Casualty..., Risk Management, Health Insurance, Mortgage Banking, Residential Mortgages, Mortgage Lending, Project Management, Strategic Planning, Change Management, Sales, Finance, Loans, Banking, Management, Refinance, Sales Management, First Time Home Buyers, FHA, Residential Homes, Investment Properties, Credit, Loan Origination, Relocation, Single Family Homes
Education
Madison Area Technical College 1988 — 1990
Associate's degree, Hospitality Administration/Management
Walters State Community College
Culinary Arts/Chef Training
Prime Divorce Strategies 1985 - Present
Prime Financial Services 1985 - Present
Prime Insurance Agency 1985 - Present
Prime Educational Services 1985 - Present
Prime Image Consulting 1985 - Present
Education
Georgia College and State University 1981 — 1985
BBA, Risk Management and Insurance
Independent Insurance Agency August 2013 - Present
InSight Small Business Consulting May 2008 - Present
Prime Financial Services June 2011 - June 2013
Capital Brokerage January 2010 - September 2010
Zeigler and Associates Inc. August 2005 - April 2008
FCC of Darien (not for profit) September 2000 - September 2004
Product Ventures Ltd January 1999 - January 2000
Norwalk Community College May 1996 - March 1999
Health Insurance Plan of Greater NY (HIP) May 1993 - August 1995
Group Health Incorporated February 1990 - May 1993
Skills
Online Marketing, Email Marketing, Event Co-ordination, Budget Management, Proposal Writing, Website Redesign, Tax Preparation, Life Insurance, Health Insurance, Project Management, Seminar Marketing, Competitive Analysis, Market Research, Idea Person, Social Media Marketing, Marketing, Marketing Strategy, Entrepreneurship, Business Strategy, Creative Problem Solving, Strategic Partnerships, Budgets, Start-ups, Digital Media, Business Development, Social Media, Public Relations, Management, B2B, Strategic Planning, Training, Management Consulting, Team Building, Small Business, Advertising, Sales, Program Management, CRM, Marketing Communications, Digital Marketing, Account Management, New Business Development, Social Networking
Education
Connecticut Information Technology Institute 2011 — 2011
Norwalk Community College 2008 — 2008
The University of Connecticut School of Business 1986 — 1988
M.B.A.
Fairfield University 1978 — 1980
B.A.
Syracuse University 1975 — 1977
B.A.
Staples HS 1972 — 1975
High school diploma
International Friends Foundation, Inc. March 2010 - Present
McKinsey & Company May 2014 - July 2014
Cox Radio May 2008 - December 2013
Prime Financial Services April 2010 - September 2011
Chick-fil-A March 2009 - May 2010
Skills
Leadership, Nonprofits, Volunteer Management, Strategic Planning, Event Planning, Public Speaking, Marketing, Fundraising, Microsoft Office, Leadership Development, Microsoft Excel, Social Media, PowerPoint, Management, Non-profits, Research, Social Networking, Higher Education, Marketing Strategy, Scientific Diving
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Bachelor of Arts in Asian Studies, Creative Writing Minor
Clayton State University 2010 — 2011
Paradise Electrical Energy Contractors, Inc. May 2015 - Present
Subway 2009 - 2015
Lincoln Financial Group 2005 - 2009
Fidelity Investments 2004 - 2005
Prime Financial Services 2001 - 2003
American Skandia 1998 - 2001
Skills
Customer Service, Team Building, Strategic Planning, Business Planning, Management, Food, Sales, Marketing Strategy, New Business Development, Leadership, Retail, Restaurants, Business Development, Marketing, P&L, Hospitality, Franchising, Sales Management, Team Leadership, Financial Planning, Collaborative Problem..., Training, Public Speaking
Education
Villanova University 2015 — 2015
Six Sigma Green Belt, Project Management
Southern New Hampshire University 1993 — 1995
Master of Business Administration (MBA), Labor and Industrial Relations; Finance
Daniel Webster College 1988 — 1991
Bachelor of Science (BS), Business Management / Aviation
Prime Financial Services December 2012 - Present
MetLife July 2001 - November 2012
Education
University of Connecticut-Stamford
Bachelor of Science (BS)
TIAA-CREF July 2013 - September 2014
USAA May 2011 - June 2013
Prime Financial Services January 2008 - May 2011
Vanguard May 2004 - January 2008
Jamison Financial Services, Inc. March 1995 - May 2000
United States Air Force June 1987 - January 1998
Aery Insurance Services February 1993 - December 1995
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Series 7, Asset Management, Financial Services, Insurance, Estate Planning, Fixed Annuities, Life Insurance, Wealth, Financial Planners, Financial Analysis
Education
Florida International University - College of Business 2001 — 2002
50% completed, Masters in Taxation
Palm Beach Atlantic University 1990 — 1992
Bachelors, Finance
Life & Health Solutions, LLC September 2010 - Present
Debt Remedy Partners August 2008 - September 2010
Ameriprise Financial 1999 - 2008
Xaviar's Resturaunt Group 1995 - 2000
Prime Financial Services September 1997 - April 1999
Skills
Mutual Funds, Account Management, Retirement Planning, Strategic Financial..., Retirement, Social Media Marketing, Series 7, Long-term Care, Insurance, Investments, Equities, Mortgage Lending, Finance, Health Insurance, New Business Development, Sales, Series 63, Advertising, Financial Services, Marketing, Strategic Planning, Customer Service, Sales Management, Marketing Strategy, Small Business, Management
Education
Manhattan College 1993 — 1997
Finance & Economics
Prime Financial Services Financial advisor/Stock BrokerJosephthal2000 - 2002
Education
University of Miami - School of Business 1960 — 1965
U T Southwestern Medical Center July 1999 - Present
Methodist Hospital January 1998 - January 1999
Prime Financial Services January 1996 - January 1998
Skills
Outlook, Medical Coding, Health Information..., Medical Terminology, Customer Service, EHR, Microsoft Office, Gallbladder, Healthcare, Hospitals, PowerPoint, Surgery, CPT, Supervisory Skills, Cpr Certified, Physicians, Ambulatory, Community Outreach, Physician Relations, Phlebotomy, Health Insurance, ICD-9, Accounts Receivable, Software Documentation, Accounts Payable, HIPAA, Clinical Research, BLS, Public Health, Psychotherapy, Healthcare Information..., Healthcare Management, Data Entry, Nonprofits, Invoicing, Medicare, Radiology, Access, Training, Medicaid, Medicine, Conflict Resolution, Meditech, IDX, Patient Safety, Vital Signs, Healthcare Consulting, Medical Records, EMR, Revenue Cycle Management
Education
University of Phoenix 2011 — 2013
Bachelor of Science, Healthcare Administration/Health Information Systems
University of Phoenix 2009 — 2010
Associates, Health Care Administration/Medical Records
Sunset High School, Dallas, TX 1977 — 1980
Managed Health Network Government Services November 2010 - Present
Managed Health Net Government Services November 2010 - Present
Strategic Resources Incorporated November 2009 - July 2010
Strategic Resources, Inc April 2009 - June 2010
CUNA MUTUAL LIFE INSURANCE COMPANY January 1998 - January 2008
CUNA Mutual Group 1998 - 2008
PRIME FINANCIAL SERVICES January 1995 - January 1998
MetLife January 1991 - January 1994
EASTERN AIRLINES, INC January 1972 - January 1991
Skills
Budgets, Training, Management, Strategic Financial..., Insurance, Retirement Planning, Investments, Employee Benefits, Finance, Program Management, Sales, Human Resources, Marketing, Wealth Management, Series 7, Financial Services, Retirement, Risk Management, Life Insurance, Financial Advisory, Mutual Funds, Fixed Annuities, Negotiation
Education
Catonsville Community College
AAS, Air Traffic Management