Prudential Annuities
Industry: Insurance company
DescriptionHeadquarters: Shelton, CT Founded: 1988 Parent organization: Prudential Annuities, Inc Subsidiaries: American Skandia Life Assurance Corporation, Asset Management Arm,
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Prudential Annuities Employees
Employee
Years
Job
Industry
Sheila Williams Sheila Williams's Prudential Annuities Experience September 2012 - November 2013
Job
Industry Financial Services
Experience
Milliman July 2015 - Present
Nationwide Financial November 2013 - June 2015
Prudential Annuities September 2012 - November 2013
RiverSource Annuities May 2010 - September 2012
Allianz Life August 2008 - May 2010
ING January 2007 - August 2008
Skills
Series 7, Sales, Equities, Variable Annuities, Series 63
Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (MBA), Management / International Business
Mississippi College
Bachelor's degree, Finance, General
Milliman July 2015 - Present
Nationwide Financial November 2013 - June 2015
Prudential Annuities September 2012 - November 2013
RiverSource Annuities May 2010 - September 2012
Allianz Life August 2008 - May 2010
ING January 2007 - August 2008
Skills
Series 7, Sales, Equities, Variable Annuities, Series 63
Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (MBA), Management / International Business
Mississippi College
Bachelor's degree, Finance, General
Peggy Martin Peggy Martin's Prudential Annuities Experience October 2007 - November 2010
Job Corporate Recruiter
Industry Insurance
Experience
USI Insurance Services January 2014 - Present
Technical Staffing Company November 2012 - November 2013
Southern Air Corporate Headquarters November 2010 - October 2012
Prudential Annuities October 2007 - November 2010
Goodrich Corporation 2006 - 2007
Boehringer Ingelheim Pharmaceuticals Inc 2005 - 2006
Pitney Bowes Technology Center January 2000 - January 2002
Skills
Talent Management, Talent Acquisition, Social Media, Negotiation, Business Strategy, Sales, New Business Development, Healthcare Information..., Information Technology, Technical Sales..., Consultative Sales..., Client Development, Strategic Partnerships, Technical Recruiting, Account Management, Sales Process, Staffing Services, Vendor Management, Contract Recruitment, Business Development, Consulting, Internet Recruiting, Sourcing, Onboarding, Strategy, Risk Management, Human Resources, Applicant Tracking..., Recruiting, Interviews
Education
Iona College
B.A, Communication Arts/Advertising
USI Insurance Services January 2014 - Present
Technical Staffing Company November 2012 - November 2013
Southern Air Corporate Headquarters November 2010 - October 2012
Prudential Annuities October 2007 - November 2010
Goodrich Corporation 2006 - 2007
Boehringer Ingelheim Pharmaceuticals Inc 2005 - 2006
Pitney Bowes Technology Center January 2000 - January 2002
Skills
Talent Management, Talent Acquisition, Social Media, Negotiation, Business Strategy, Sales, New Business Development, Healthcare Information..., Information Technology, Technical Sales..., Consultative Sales..., Client Development, Strategic Partnerships, Technical Recruiting, Account Management, Sales Process, Staffing Services, Vendor Management, Contract Recruitment, Business Development, Consulting, Internet Recruiting, Sourcing, Onboarding, Strategy, Risk Management, Human Resources, Applicant Tracking..., Recruiting, Interviews
Education
Iona College
B.A, Communication Arts/Advertising
Evelyn Banks's Prudential Annuities Experience February 2010 - August 2012
Job Senior Claims Examiner at Prudential Financial
Industry Insurance
Experience
Prudential Financial December 2011 - Present
Prudential Annuities February 2010 - August 2012
Skills
Mutual Funds, Claim, Life Insurance, Customer Service, Microsoft Excel
Education
Penn State University 2013 — 2015
Master's degree, Human Resources and Employee Relations
Bloomsburg University of Pennsylvania 2005 — 2009
Bachelors of Science, Business Administration and Management, General
Prudential Financial December 2011 - Present
Prudential Annuities February 2010 - August 2012
Skills
Mutual Funds, Claim, Life Insurance, Customer Service, Microsoft Excel
Education
Penn State University 2013 — 2015
Master's degree, Human Resources and Employee Relations
Bloomsburg University of Pennsylvania 2005 — 2009
Bachelors of Science, Business Administration and Management, General
Brian Mason, MBA Brian Mason, MBA's Prudential Annuities Experience June 2009 - February 2012
Job VP, Managing Executive
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Carroll Enterprises March 2012 - Present
Prudential Annuities June 2009 - February 2012
Genworth Financial October 2007 - February 2009
Wachovia Securities, LLC 2003 - 2007
Fifth Third Securities August 2002 - April 2004
NASD Enforcement 1998 - 2002
Skills
Risk Management, Insurance, Leadership, Securities, FINRA, Financial Services, Series 7, Investments, Financial Risk, Business Development, Strategic Financial..., Compliance, Process Improvement, Strategic Planning, Program Management, Change Management, Mutual Funds, Enterprise Risk..., Risk Assessment, Analysis, Fraud, Process Engineering, Business Analysis, Management, Chang, Project Management, Business Process Design, Systems Analysis, Database Design, Microsoft CRM, Sales Operations, Marketing Communications, Progra, Str, Variable Annuities, Fraud Investigations, Financial Planning
Education
The Johns Hopkins University - Carey Business School 1999 — 2002
MBA
Arizona State University 1994 — 1996
BS
The University of Chicago
Certificate
Ameriprise Financial Services, Inc. August 2015 - Present
Carroll Enterprises March 2012 - Present
Prudential Annuities June 2009 - February 2012
Genworth Financial October 2007 - February 2009
Wachovia Securities, LLC 2003 - 2007
Fifth Third Securities August 2002 - April 2004
NASD Enforcement 1998 - 2002
Skills
Risk Management, Insurance, Leadership, Securities, FINRA, Financial Services, Series 7, Investments, Financial Risk, Business Development, Strategic Financial..., Compliance, Process Improvement, Strategic Planning, Program Management, Change Management, Mutual Funds, Enterprise Risk..., Risk Assessment, Analysis, Fraud, Process Engineering, Business Analysis, Management, Chang, Project Management, Business Process Design, Systems Analysis, Database Design, Microsoft CRM, Sales Operations, Marketing Communications, Progra, Str, Variable Annuities, Fraud Investigations, Financial Planning
Education
The Johns Hopkins University - Carey Business School 1999 — 2002
MBA
Arizona State University 1994 — 1996
BS
The University of Chicago
Certificate
Shari Jack Rash Shari Jack Rash's Prudential Annuities Experience 2009 - 2011
Job Regional Vice President at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC February 2014 - Present
Prudential Financial 2011 - December 2013
PRUDENTIAL ANNUITIES 2009 - 2011
Prudential Financial 2008 - 2009
First Investors 2007 - 2008
Skills
Fixed Annuities, Mutual Funds, Variable Annuities, Series 63, Series 6, Retirement, Sales, Financial Services, Retirement Planning, Annuity Sales, Asset Allocation, Investments, IRAs, Alternative Investments, Investment Strategies, Wholesale, Training, Strategic Financial..., Financial Planning, Insurance, Portfolio Management, Securities, Life & Health Insurance..., ETFs, Separately Managed..., Managed Money, Roth IRA, 403 b, 401k, Financial Advisory, Investment Advisory, Life Insurance, Asset Management
Education
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Science (BS), Finance, General
Temple University - Fox School of Business and Management 2003 — 2007
Finance
CLS Investments, LLC February 2014 - Present
Prudential Financial 2011 - December 2013
PRUDENTIAL ANNUITIES 2009 - 2011
Prudential Financial 2008 - 2009
First Investors 2007 - 2008
Skills
Fixed Annuities, Mutual Funds, Variable Annuities, Series 63, Series 6, Retirement, Sales, Financial Services, Retirement Planning, Annuity Sales, Asset Allocation, Investments, IRAs, Alternative Investments, Investment Strategies, Wholesale, Training, Strategic Financial..., Financial Planning, Insurance, Portfolio Management, Securities, Life & Health Insurance..., ETFs, Separately Managed..., Managed Money, Roth IRA, 403 b, 401k, Financial Advisory, Investment Advisory, Life Insurance, Asset Management
Education
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Science (BS), Finance, General
Temple University - Fox School of Business and Management 2003 — 2007
Finance
Denise Clancy's Prudential Annuities Experience January 2010 - April 2011
Job Sr. PM / Global IT Leadership Coordinator
Industry Information Technology and Services
Experience
UNILEVER - North America May 2011 - Present
PRUDENTIAL ANNUITIES January 2010 - April 2011
UNILEVER - North America August 2008 - September 2010
Prudential CT Realty January 2005 - September 2008
UNILEVER - North America August 2002 - September 2005
UNILEVER - North America January 2002 - January 2005
Unilever January 2001 - January 2002
DEWOLFE CORPORATE SERVICES January 1999 - January 2001
Skills
Customer Relations, Vendor Management, Business Analysis, Management, Program Management
Education
Boston University
PMP Certification Classes
UNILEVER - North America May 2011 - Present
PRUDENTIAL ANNUITIES January 2010 - April 2011
UNILEVER - North America August 2008 - September 2010
Prudential CT Realty January 2005 - September 2008
UNILEVER - North America August 2002 - September 2005
UNILEVER - North America January 2002 - January 2005
Unilever January 2001 - January 2002
DEWOLFE CORPORATE SERVICES January 1999 - January 2001
Skills
Customer Relations, Vendor Management, Business Analysis, Management, Program Management
Education
Boston University
PMP Certification Classes
Ankur Yadav Ankur Yadav's Prudential Annuities Experience September 2005 - June 2007
Job Quality Analyst Consultant
Industry Information Technology and Services
Experience
Ernst & Young 2014 - 2015
USC Keck, Los Angeles, CA 2014 - 2014
Noridian Mutual Insurance / BCBS ND 2013 - 2014
Emdeon Business Srvcs August 2011 - April 2013
Keystone Mercy Health September 2008 - July 2011
McKeson August 2007 - August 2008
Prudential Annuities September 2005 - June 2007
DeKalb County Government August 1999 - November 2004
Skills
SQL, Advanced CSS, PL/SQL, Data Analysis, GIS, Databases, Access, Report Writing, Visio, Analysis, Research, SharePoint, Oracle, Database Administration, Technical Writing, Microsoft Office, Systems Analysis, Software Documentation, SDLC, Business Analysis, Troubleshooting, XP, Oracle Applications, ERP, Crystal Reports, Leadership, Testing, Business Development, Commercial Real Estate, Quality Assurance, Requirements Analysis, Microsoft SQL Server
Education
Stony Brook University 1994 — 1997
BS, BIO
State University of New York at Buffalo 1993 — 1994
BS, Biology
Ernst & Young 2014 - 2015
USC Keck, Los Angeles, CA 2014 - 2014
Noridian Mutual Insurance / BCBS ND 2013 - 2014
Emdeon Business Srvcs August 2011 - April 2013
Keystone Mercy Health September 2008 - July 2011
McKeson August 2007 - August 2008
Prudential Annuities September 2005 - June 2007
DeKalb County Government August 1999 - November 2004
Skills
SQL, Advanced CSS, PL/SQL, Data Analysis, GIS, Databases, Access, Report Writing, Visio, Analysis, Research, SharePoint, Oracle, Database Administration, Technical Writing, Microsoft Office, Systems Analysis, Software Documentation, SDLC, Business Analysis, Troubleshooting, XP, Oracle Applications, ERP, Crystal Reports, Leadership, Testing, Business Development, Commercial Real Estate, Quality Assurance, Requirements Analysis, Microsoft SQL Server
Education
Stony Brook University 1994 — 1997
BS, BIO
State University of New York at Buffalo 1993 — 1994
BS, Biology
Sue Dorenbosch Sue Dorenbosch's Prudential Annuities Experience December 2013 - Present
Job Director Information Technology at Prudential Annuities
Industry Insurance
Experience
Prudential Annuities December 2013 - Present
Gen Re 2011 - December 2013
Gen Re 2008 - 2011
Gen Re 2006 - 2008
Gen Re 2003 - 2006
Gen Re 1999 - 2002
Gen Re 1984 - 1999
Skills
IT Portfolio, Program &..., IT Governance, Risk and..., Quality Assurance and..., Business and IT..., IT Operations and..., C-level and Executive..., Global Resource &..., Relationship & Account..., IT Finance and Budget..., Center of Excellence..., Transformation and..., Demand Management, Program Management, Business Process, Data Warehousing, Project Management, PMO, Change Management, Governance, Management, Business Intelligence, SDLC, Process Improvement, Enterprise Architecture, Integration, Risk Management, Requirements Gathering, Quality Assurance, Strategy, IT Strategy, Databases, SQL, Software Project..., Business Analysis, Software Development, PMP, IT Management, Requirements Analysis, Insurance, Vendor Management, Enterprise Software, Business Transformation
Education
University of New Haven 1980 — 1988
Bachelor of Science (BS)
Norwalk Community College 1976 — 1978
Associate of Science (AS)
Prudential Annuities December 2013 - Present
Gen Re 2011 - December 2013
Gen Re 2008 - 2011
Gen Re 2006 - 2008
Gen Re 2003 - 2006
Gen Re 1999 - 2002
Gen Re 1984 - 1999
Skills
IT Portfolio, Program &..., IT Governance, Risk and..., Quality Assurance and..., Business and IT..., IT Operations and..., C-level and Executive..., Global Resource &..., Relationship & Account..., IT Finance and Budget..., Center of Excellence..., Transformation and..., Demand Management, Program Management, Business Process, Data Warehousing, Project Management, PMO, Change Management, Governance, Management, Business Intelligence, SDLC, Process Improvement, Enterprise Architecture, Integration, Risk Management, Requirements Gathering, Quality Assurance, Strategy, IT Strategy, Databases, SQL, Software Project..., Business Analysis, Software Development, PMP, IT Management, Requirements Analysis, Insurance, Vendor Management, Enterprise Software, Business Transformation
Education
University of New Haven 1980 — 1988
Bachelor of Science (BS)
Norwalk Community College 1976 — 1978
Associate of Science (AS)
Kathryn Kubik Kathryn Kubik's Prudential Annuities Experience April 2012 - February 2014
Job Manager, Global Strategic Research for Prudential Financial
Industry Financial Services
Experience
Prudential Financial February 2014 - Present
Prudential Annuities April 2012 - February 2014
Prudential Annuities April 2012 - November 2012
Prudential Retirement April 2010 - April 2012
Wells Fargo Financial December 2009 - April 2010
Skills
Market Research, Segmentation, Financial Services, Analytics, Competitive Analysis, Marketing Strategy, Marketing Research, Marketing Communications, Marketing, Data Analysis, Market Analysis, Direct Marketing, Investments, Management, Banking, Project Management, Analysis
Education
Sacred Heart University 2012 — 2014
Master of Business Administration
The University of Connecticut 2006 — 2009
Bachelor of Science, Business; Finance; Real Estate
Prudential Financial February 2014 - Present
Prudential Annuities April 2012 - February 2014
Prudential Annuities April 2012 - November 2012
Prudential Retirement April 2010 - April 2012
Wells Fargo Financial December 2009 - April 2010
Skills
Market Research, Segmentation, Financial Services, Analytics, Competitive Analysis, Marketing Strategy, Marketing Research, Marketing Communications, Marketing, Data Analysis, Market Analysis, Direct Marketing, Investments, Management, Banking, Project Management, Analysis
Education
Sacred Heart University 2012 — 2014
Master of Business Administration
The University of Connecticut 2006 — 2009
Bachelor of Science, Business; Finance; Real Estate
Kara Miller's Prudential Annuities Experience January 2012 - Present
Job External Wholesaler at Prudential Annuities
Industry Financial Services
Experience
Prudential Annuities January 2012 - Present
Prudential Financial May 2008 - January 2012
Park Avenue Financial Advisors September 2006 - May 2008
Skills
Fixed Annuities, Series 63, Retirement Planning, Mutual Funds, Series 7, Wealth Management, 401k, Variable Annuities, Retirement, Asset Allocation, IRAs, Series 6, Series 65, Life Insurance, Uniform Combined State..., Separately Managed...
Education
New York University, Stern School of Business 2006 — 2008
BS, Economics
University of Kansas
Prudential Annuities January 2012 - Present
Prudential Financial May 2008 - January 2012
Park Avenue Financial Advisors September 2006 - May 2008
Skills
Fixed Annuities, Series 63, Retirement Planning, Mutual Funds, Series 7, Wealth Management, 401k, Variable Annuities, Retirement, Asset Allocation, IRAs, Series 6, Series 65, Life Insurance, Uniform Combined State..., Separately Managed...
Education
New York University, Stern School of Business 2006 — 2008
BS, Economics
University of Kansas
Dan A. Murphy, CLU's Prudential Annuities Experience April 2010 - July 2011
Job Sales Vice President at Lion Street
Industry Financial Services
Experience
Lion Street January 2015 - Present
Lion Street June 2012 - Present
JCC - Greater New Haven July 2015 - Present
The Hartford July 2011 - June 2012
Prudential Annuities April 2010 - July 2011
Great Lakes Financial Advisors Group February 2008 - March 2010
Skills
Competent Communicator,..., Series 6, Series 63, Life Insurance, Variable Annuities, Indexed Annuities, Fixed Annuities, Toastmasters, Building Relationships, Public Speaking, CLU, Retirement, Strategic Financial..., Financial Services, Sales, Insurance, Financial Advisory, Financial Planning, Wealth Management, Long-term Care, Retirement Planning, Mutual Funds, Finance, Investments, 401k, Estate Planning
Education
Rhode Island College
Bachelor of Science (BSc), Psychology / Minor, Public & Professional Communications
The American College
Chartered Life Underwriter (CLU), Financial Planning and Services
Lion Street January 2015 - Present
Lion Street June 2012 - Present
JCC - Greater New Haven July 2015 - Present
The Hartford July 2011 - June 2012
Prudential Annuities April 2010 - July 2011
Great Lakes Financial Advisors Group February 2008 - March 2010
Skills
Competent Communicator,..., Series 6, Series 63, Life Insurance, Variable Annuities, Indexed Annuities, Fixed Annuities, Toastmasters, Building Relationships, Public Speaking, CLU, Retirement, Strategic Financial..., Financial Services, Sales, Insurance, Financial Advisory, Financial Planning, Wealth Management, Long-term Care, Retirement Planning, Mutual Funds, Finance, Investments, 401k, Estate Planning
Education
Rhode Island College
Bachelor of Science (BSc), Psychology / Minor, Public & Professional Communications
The American College
Chartered Life Underwriter (CLU), Financial Planning and Services
Ryan W. Doheny's Prudential Annuities Experience June 2011 - August 2011
Job Senior Associate at KPMG US
Industry Financial Services
Experience
KPMG US July 2015 - Present
KPMG US February 2015 - Present
KPMG US July 2013 - Present
The Levee at Fairfield University September 2012 - May 2013
KPMG US January 2013 - March 2013
The Levee September 2011 - May 2012
Fairfield University August 2011 - May 2012
Prudential Annuities June 2011 - August 2011
Wilmington Country Club June 2010 - September 2010
Great American Restaurants November 2008 - October 2009
Skills
PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Marketing, Accounting, Outlook, Auditing, Financial Analysis, Microsoft Office, Financial Reporting, Access, Finance, QuickBooks
Education
Fairfield University 2012 — 2013
Master of Science (M.S.), Accounting
Fairfield University 2010 — 2012
Bachelor of Science (B.S.), Accounting
Georgetown Preparatory School 2004 — 2007
Diploma
KPMG US July 2015 - Present
KPMG US February 2015 - Present
KPMG US July 2013 - Present
The Levee at Fairfield University September 2012 - May 2013
KPMG US January 2013 - March 2013
The Levee September 2011 - May 2012
Fairfield University August 2011 - May 2012
Prudential Annuities June 2011 - August 2011
Wilmington Country Club June 2010 - September 2010
Great American Restaurants November 2008 - October 2009
Skills
PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Marketing, Accounting, Outlook, Auditing, Financial Analysis, Microsoft Office, Financial Reporting, Access, Finance, QuickBooks
Education
Fairfield University 2012 — 2013
Master of Science (M.S.), Accounting
Fairfield University 2010 — 2012
Bachelor of Science (B.S.), Accounting
Georgetown Preparatory School 2004 — 2007
Diploma
Amanda Altieri Amanda Altieri's Prudential Annuities Experience May 2012 - August 2012
Job Job Coach for The Joshua School
Industry Civic & Social Organization
Experience
The Joshua School July 2015 - Present
Laradon February 2015 - July 2015
Connecticut Center for Child Development August 2012 - January 2015
Prudential Annuities May 2012 - August 2012
GameXChange May 2011 - May 2012
Milford Public Schools March 2011 - February 2012
The Customer Center, A Sprint Preferred Retailer September 2010 - March 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research, Outlook, English, Child Development, Teaching, Adolescents, Classroom, Customer Service, Fundraising, Management, Special Education, Staff Development, Cross-functional Team..., Nonprofits, Career Counseling, Student Counseling, PowerPoint
Education
Eastern Connecticut State University 2006 — 2010
Bachelor of Arts (B.A.), Sociology
The Joshua School July 2015 - Present
Laradon February 2015 - July 2015
Connecticut Center for Child Development August 2012 - January 2015
Prudential Annuities May 2012 - August 2012
GameXChange May 2011 - May 2012
Milford Public Schools March 2011 - February 2012
The Customer Center, A Sprint Preferred Retailer September 2010 - March 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research, Outlook, English, Child Development, Teaching, Adolescents, Classroom, Customer Service, Fundraising, Management, Special Education, Staff Development, Cross-functional Team..., Nonprofits, Career Counseling, Student Counseling, PowerPoint
Education
Eastern Connecticut State University 2006 — 2010
Bachelor of Arts (B.A.), Sociology
Evan Deussing's Prudential Annuities Experience April 2008 - April 2013
Job Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners April 2013 - Present
Deussing Properties LLC January 2007 - Present
Prudential Annuities April 2008 - April 2013
PNC January 2006 - June 2008
Citizens Bank April 2003 - January 2006
Skills
Series 63, Mutual Funds, Series 7, Retirement, Series 6, Fixed Annuities, Retirement Planning, Investments, Variable Annuities, Insurance, Sales, Securities, Wealth Management, Asset Allocation, Alternative Investments, Series 24, Financial Services, Portfolio Management, Asset Management, Financial Planning, Investment Strategies
Education
Johnson and Wales University 1999 — 2003
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
Franklin Square Capital Partners April 2013 - Present
Deussing Properties LLC January 2007 - Present
Prudential Annuities April 2008 - April 2013
PNC January 2006 - June 2008
Citizens Bank April 2003 - January 2006
Skills
Series 63, Mutual Funds, Series 7, Retirement, Series 6, Fixed Annuities, Retirement Planning, Investments, Variable Annuities, Insurance, Sales, Securities, Wealth Management, Asset Allocation, Alternative Investments, Series 24, Financial Services, Portfolio Management, Asset Management, Financial Planning, Investment Strategies
Education
Johnson and Wales University 1999 — 2003
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
Beau Ruland Beau Ruland's Prudential Annuities Experience July 2013 - Present
Job
Industry Legal Services
Experience
Prudential Annuities July 2013 - Present
Prudential Annuities December 2011 - July 2013
John Hancock Life Insurance Company (U.S.A.) February 2008 - November 2011
Main Street Legal Services January 2006 - May 2007
AXA Financial 2001 - 2006
Skills
Insurance, Compliance, SEC regulations, Annuities, Product Development, State insurance..., Securities, Legal Issues, Fixed Annuities, Licensing, Legal Assistance, Financial Services, Westlaw
Education
City University of New York School of Law 2005 — 2007
Juris Doctorate, Law
New York University 1991 — 1993
Bachelor's of Fine Arts, Drama
Prudential Annuities July 2013 - Present
Prudential Annuities December 2011 - July 2013
John Hancock Life Insurance Company (U.S.A.) February 2008 - November 2011
Main Street Legal Services January 2006 - May 2007
AXA Financial 2001 - 2006
Skills
Insurance, Compliance, SEC regulations, Annuities, Product Development, State insurance..., Securities, Legal Issues, Fixed Annuities, Licensing, Legal Assistance, Financial Services, Westlaw
Education
City University of New York School of Law 2005 — 2007
Juris Doctorate, Law
New York University 1991 — 1993
Bachelor's of Fine Arts, Drama
Peter Luise Peter Luise's Prudential Annuities Experience May 2010 - October 2013
Job Continuous Improvement Director
Industry Management Consulting
Experience
Prudential Annuities May 2010 - October 2013
CIGNA Insurance November 2009 - May 2010
Genworth Financial June 2006 - December 2008
Pitney Bowes 2004 - 2006
Torina's Cafe, Fairfield CT 1997 - 2005
Renaissance Solutions, Inc. September 1993 - August 2004
IBM Application Solutions LOB / IBM Consulting Goup February 1985 - August 1993
Skills
SDLC, Project Management, Business Transformation, Business Process..., Business Process..., Process Improvement, Cross-functional Team..., CMMI, PMP, Business Analysis, Change Management, Six Sigma, ITIL, Management, Management Consulting, Software Development, Consulting, PMO, Project Portfolio..., Training, IT Strategy, Information Technology, Vendor Management, Business Process, Strategic Planning, Scrum, Integration, Requirements Analysis, Software Project..., Program Management, Governance, Business Intelligence, IT Management, Visio, Enterprise Architecture, Outsourcing, Resource Management, MS Project, Risk Management, Agile Methodologies, SharePoint, CRM, IT Service Management, Agile Project Management, Solution Architecture
Education
Pace University 2006 — 2014
Doctor of Professional Studies in Computing, Computer Science - ABD
Sacred Heart University 1986 — 1988
MBA, Organization Behavior
Adelphi University
BA, Social Science
Prudential Annuities May 2010 - October 2013
CIGNA Insurance November 2009 - May 2010
Genworth Financial June 2006 - December 2008
Pitney Bowes 2004 - 2006
Torina's Cafe, Fairfield CT 1997 - 2005
Renaissance Solutions, Inc. September 1993 - August 2004
IBM Application Solutions LOB / IBM Consulting Goup February 1985 - August 1993
Skills
SDLC, Project Management, Business Transformation, Business Process..., Business Process..., Process Improvement, Cross-functional Team..., CMMI, PMP, Business Analysis, Change Management, Six Sigma, ITIL, Management, Management Consulting, Software Development, Consulting, PMO, Project Portfolio..., Training, IT Strategy, Information Technology, Vendor Management, Business Process, Strategic Planning, Scrum, Integration, Requirements Analysis, Software Project..., Program Management, Governance, Business Intelligence, IT Management, Visio, Enterprise Architecture, Outsourcing, Resource Management, MS Project, Risk Management, Agile Methodologies, SharePoint, CRM, IT Service Management, Agile Project Management, Solution Architecture
Education
Pace University 2006 — 2014
Doctor of Professional Studies in Computing, Computer Science - ABD
Sacred Heart University 1986 — 1988
MBA, Organization Behavior
Adelphi University
BA, Social Science
A.V. Hodge A.V. Hodge's Prudential Annuities Experience May 2004 - June 2008
Job Founder/CEO at William & Woods Web Design Group
Industry Design
Experience
William & Woods Web Design Group April 2009 - Present
Prudential Annuities May 2004 - June 2008
Zurich North America July 1994 - April 2004
Skills
Web Design, Graphic Design, Social Media Marketing, Layout, Photoshop, Customer Service, Online Social Networking, SwishMax, Web Development, Internet Entrepreneur, Consulting, Marketing Strategy, Web Marketing, Early-stage Startups, Leadership, Email Marketing, SEO, Professional Mentoring
Education
Wright State University 1993 — 1995
Master of Business Administration (MBA), Business Administration
The University of Texas-Pan American 1989 — 1993
BBA, Business Administration and Management, General
William & Woods Web Design Group April 2009 - Present
Prudential Annuities May 2004 - June 2008
Zurich North America July 1994 - April 2004
Skills
Web Design, Graphic Design, Social Media Marketing, Layout, Photoshop, Customer Service, Online Social Networking, SwishMax, Web Development, Internet Entrepreneur, Consulting, Marketing Strategy, Web Marketing, Early-stage Startups, Leadership, Email Marketing, SEO, Professional Mentoring
Education
Wright State University 1993 — 1995
Master of Business Administration (MBA), Business Administration
The University of Texas-Pan American 1989 — 1993
BBA, Business Administration and Management, General
Ted Williamson's Prudential Annuities Experience November 2005 - March 2009
Job National Sales Manager at Dressander/BHC
Industry Financial Services
Experience
Dressander/BHC July 2015 - Present
WealthVest Marketing October 2009 - June 2015
Prudential Annuities November 2005 - March 2009
American Skandia December 1999 - October 2005
Wachovia Securities (formerly Prudential Securities) November 1990 - December 1999
Merrill Lynch June 1983 - November 1990
Skills
Workshop Facilitation, Fixed Annuities, Consultative Approach, Retirement Planning, Presentation Coaching, New Business Development, Instructional Design, Annuity Sales, Retirement, Financial Advisory, Mutual Funds, Leadership, Insurance, Training, Selling, Public Speaking
Education
Harvard University
Master’s Degree, Administration, Planning and Social Policy
Dressander/BHC July 2015 - Present
WealthVest Marketing October 2009 - June 2015
Prudential Annuities November 2005 - March 2009
American Skandia December 1999 - October 2005
Wachovia Securities (formerly Prudential Securities) November 1990 - December 1999
Merrill Lynch June 1983 - November 1990
Skills
Workshop Facilitation, Fixed Annuities, Consultative Approach, Retirement Planning, Presentation Coaching, New Business Development, Instructional Design, Annuity Sales, Retirement, Financial Advisory, Mutual Funds, Leadership, Insurance, Training, Selling, Public Speaking
Education
Harvard University
Master’s Degree, Administration, Planning and Social Policy
Kristen Lancaster Kristen Lancaster's Prudential Annuities Experience July 2006 - November 2008
Job
Industry Financial Services
Experience
Prudential Financial January 2011 - Present
Prudential Financial November 2008 - April 2011
Prudential Annuities July 2006 - November 2008
Prudential Financial May 2001 - July 2006
Skills
SDLC, Business Requirements, Vendor Management, Process Improvement, Requirements Gathering, Visio, Business Analysis, Business Process..., Cross-functional Team...
Education
Bowling Green State University 1991 — 1994
BA, Communication
Prudential Financial January 2011 - Present
Prudential Financial November 2008 - April 2011
Prudential Annuities July 2006 - November 2008
Prudential Financial May 2001 - July 2006
Skills
SDLC, Business Requirements, Vendor Management, Process Improvement, Requirements Gathering, Visio, Business Analysis, Business Process..., Cross-functional Team...
Education
Bowling Green State University 1991 — 1994
BA, Communication
Gary Eckebrecht Gary Eckebrecht's Prudential Annuities Experience January 2003 - May 2008
Job Vice President | Regional Insurance Consultant | Comerica Securities
Industry Financial Services
Experience
Comerica Securities Inc September 2015 - Present
Partners Advantage Insurance Services, LLC June 2014 - June 2015
The Annuity Store November 2013 - June 2014
Thrive Income Distribution Systems July 2010 - September 2013
Prudential Annuities January 2003 - May 2008
Prudential Investments June 1992 - June 2001
Skills
Business Development, Leadership, Investments, Fixed Annuities, Retirement, Mutual Funds, Management, Sales, Financial Services, Sales Management, Marketing, Account Management, Insurance, Strategic Planning, Marketing Strategy, Recruiting, Financial Advisory, Coaching, Variable Annuities, Market Planning, Retirement Planning, Life Insurance, Financial Planning, Long-term Care, Finance, Wealth Management, Investment Management, Portfolio Management
Education
Northern Arizona University
BSBA, Business - Finance
Comerica Securities Inc September 2015 - Present
Partners Advantage Insurance Services, LLC June 2014 - June 2015
The Annuity Store November 2013 - June 2014
Thrive Income Distribution Systems July 2010 - September 2013
Prudential Annuities January 2003 - May 2008
Prudential Investments June 1992 - June 2001
Skills
Business Development, Leadership, Investments, Fixed Annuities, Retirement, Mutual Funds, Management, Sales, Financial Services, Sales Management, Marketing, Account Management, Insurance, Strategic Planning, Marketing Strategy, Recruiting, Financial Advisory, Coaching, Variable Annuities, Market Planning, Retirement Planning, Life Insurance, Financial Planning, Long-term Care, Finance, Wealth Management, Investment Management, Portfolio Management
Education
Northern Arizona University
BSBA, Business - Finance
Melodie Noga Melodie Noga's Prudential Annuities Experience 1999 - Present
Job Marketing at Prudential Annuities
Industry Financial Services
Experience
Prudential Annuities 1999 - Present
Skills
Financial Services, Marketing Communications, Direct Marketing, Marketing, Customer Service, Sales, Event Management, Direct Mail, Leadership, Social Media Marketing, Market Research, CRM, Integrated Marketing, Lead Generation, Online Marketing, Marketing Strategy, Brand Marketing, Supply Chain Management, Vendor Management, Strategy, Insurance
Education
Quinnipiac University - School of Business
BS, International Business
Prudential Annuities 1999 - Present
Skills
Financial Services, Marketing Communications, Direct Marketing, Marketing, Customer Service, Sales, Event Management, Direct Mail, Leadership, Social Media Marketing, Market Research, CRM, Integrated Marketing, Lead Generation, Online Marketing, Marketing Strategy, Brand Marketing, Supply Chain Management, Vendor Management, Strategy, Insurance
Education
Quinnipiac University - School of Business
BS, International Business
b neubauer b neubauer's Prudential Annuities Experience November 2011 - August 2012
Job Project Manager
Industry Information Services
Experience
The Hartford September 2012 - Present
Prudential Annuities November 2011 - August 2012
Lincoln Financial Group January 2000 - August 2011
DST Systems August 1987 - December 1993
Education
Southern Connecticut State University
MLS, Library & Information Science
Karl-Franzens-Universität Graz 1995 — 1999
M.Phil, Medieval History
The Hartford September 2012 - Present
Prudential Annuities November 2011 - August 2012
Lincoln Financial Group January 2000 - August 2011
DST Systems August 1987 - December 1993
Education
Southern Connecticut State University
MLS, Library & Information Science
Karl-Franzens-Universität Graz 1995 — 1999
M.Phil, Medieval History
Paul Wojdylak CFP CLU ChFC Paul Wojdylak CFP CLU ChFC's Prudential Annuities Experience May 2008 - December 2008
Job Estate and Business Planning
Industry Financial Services
Experience
Fifth Third Insurance Agency October 2010 - Present
The Hartford July 2009 - October 2010
Prudential annuities May 2008 - December 2008
State Farm Insurance November 2002 - May 2008
Education
Arizona State University 1988 — 1993
Bachelor of Science, Psychology
Fifth Third Insurance Agency October 2010 - Present
The Hartford July 2009 - October 2010
Prudential annuities May 2008 - December 2008
State Farm Insurance November 2002 - May 2008
Education
Arizona State University 1988 — 1993
Bachelor of Science, Psychology
Sandra Corb Sandra Corb's Prudential Annuities Experience March 2011 - Present
Job Executive Assistant at Prudential Annuities
Industry Executive Office
Experience
Prudential Annuities March 2011 - Present
EMCOR Group, Inc. April 2007 - January 2011
EMCOR Group, Inc. January 1999 - April 2007
Hubbell Incorporated March 1997 - September 1998
Education
The University of Connecticut 1966 — 1970
BS, Education
Prudential Annuities March 2011 - Present
EMCOR Group, Inc. April 2007 - January 2011
EMCOR Group, Inc. January 1999 - April 2007
Hubbell Incorporated March 1997 - September 1998
Education
The University of Connecticut 1966 — 1970
BS, Education
Kevin Powers Kevin Powers's Prudential Annuities Experience April 2010 - January 2012
Job Senior Marketing Consultant at Lincoln Financial Distributors
Industry Think Tanks
Experience
Lincoln Financial Distributors June 2014 - Present
Combined Worksite Solutions October 2013 - June 2014
Waddell and Reed Associates April 2013 - February 2014
Hartford Mutual Funds March 2012 - September 2012
Prudential Annuities April 2010 - January 2012
Capital Tax and Financial Services, Inc, February 2009 - September 2010
PLANCO/The Hartford Financial Services July 2007 - December 2008
PLANCO/The Hartford Financial Services January 2004 - July 2007
PLANCO/The Hartford Financial Services August 2001 - January 2004
Skills
Public Speaking, Helping people avoid..., Customer Service, Microsoft Excel, Insurance, Sales, Marketing, Finance, Management, Training, Investments, Leadership, Retirement, Fixed Annuities, Retirement Planning, Employee Benefits, Mutual Funds, Life Insurance
Education
Shippensburg University of Pennsylvania 1999 — 2000
Great Valley High School
Lincoln Financial Distributors June 2014 - Present
Combined Worksite Solutions October 2013 - June 2014
Waddell and Reed Associates April 2013 - February 2014
Hartford Mutual Funds March 2012 - September 2012
Prudential Annuities April 2010 - January 2012
Capital Tax and Financial Services, Inc, February 2009 - September 2010
PLANCO/The Hartford Financial Services July 2007 - December 2008
PLANCO/The Hartford Financial Services January 2004 - July 2007
PLANCO/The Hartford Financial Services August 2001 - January 2004
Skills
Public Speaking, Helping people avoid..., Customer Service, Microsoft Excel, Insurance, Sales, Marketing, Finance, Management, Training, Investments, Leadership, Retirement, Fixed Annuities, Retirement Planning, Employee Benefits, Mutual Funds, Life Insurance
Education
Shippensburg University of Pennsylvania 1999 — 2000
Great Valley High School
Alexa Gherlone Alexa Gherlone's Prudential Annuities Experience June 2015 - Present
Job Program Management Associate at Prudential Annuities
Industry Financial Services
Experience
Prudential Annuities June 2015 - Present
Marist College Institute for Public Opinion September 2011 - Present
Prudential Annuities May 2014 - August 2014
LGE Services, LLC. April 2011 - January 2014
The Gift Closet July 2013 - August 2013
Skills
Data Analysis, Microsoft Excel, Program Management, Time Management, Public Speaking, Higher Education, Microsoft Word, Student Development, Facebook, PowerPoint, Student Affairs, Microsoft Office, Marketing, Research, Financial Analysis
Education
Marist College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Prudential Annuities June 2015 - Present
Marist College Institute for Public Opinion September 2011 - Present
Prudential Annuities May 2014 - August 2014
LGE Services, LLC. April 2011 - January 2014
The Gift Closet July 2013 - August 2013
Skills
Data Analysis, Microsoft Excel, Program Management, Time Management, Public Speaking, Higher Education, Microsoft Word, Student Development, Facebook, PowerPoint, Student Affairs, Microsoft Office, Marketing, Research, Financial Analysis
Education
Marist College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
David B Robbins David B Robbins's Prudential Annuities Experience June 2015 - Present
Job Prudential Annuities
Industry Insurance
Experience
Prudential annuities June 2015 - Present
Prudential Annunities November 2014 - June 2015
Liberty Mutual Insurance September 2011 - November 2014
Enterprise Holdings Inc. January 2004 - September 2011
Skills
Leadership, Marketing, New Business Development, Sales, Sales Management, Customer Service, Team Building, Sales Process, Cold Calling, Account Management, Customer Retention, Direct Sales, Sales Operations, Marketing Strategy
Education
Bloomsburg University of Pennsylvania 1999 — 2003
bachlor degree, Business
cb west
Prudential annuities June 2015 - Present
Prudential Annunities November 2014 - June 2015
Liberty Mutual Insurance September 2011 - November 2014
Enterprise Holdings Inc. January 2004 - September 2011
Skills
Leadership, Marketing, New Business Development, Sales, Sales Management, Customer Service, Team Building, Sales Process, Cold Calling, Account Management, Customer Retention, Direct Sales, Sales Operations, Marketing Strategy
Education
Bloomsburg University of Pennsylvania 1999 — 2003
bachlor degree, Business
cb west
Michele M. Frey Michele M. Frey's Prudential Annuities Experience September 2010 - August 2012
Job VP, Product & Solutions Marketing at Prudential Financial
Industry Financial Services
Experience
Prudential Individual Life Insurance February 2013 - Present
Prudential Individual Life Insurance February 2013 - Present
Prudenital Annuities August 2012 - January 2013
Prudential Annuities September 2010 - August 2012
Prudential Retirement July 2007 - August 2010
Prudential Retirement November 2005 - July 2007
Prudential Retirement November 2003 - November 2005
Eastman Kodak Company June 1994 - June 2001
Skills
Financial Services, Series 7, Series 63, Strategic Planning, Relationship Management, Segmentation, Business Strategy, Market Research, Strategic Partnerships, Marketing, Management, Insurance, Marketing Strategy, Leadership, Account Management, Business Development, Business Intelligence, Competitive Analysis, CRM, Cross-functional Team..., FINRA, Market Analysis, Process Improvement, Strategy, Business Analysis
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Colgate University 1988 — 1992
BA, Economics
Prudential Individual Life Insurance February 2013 - Present
Prudential Individual Life Insurance February 2013 - Present
Prudenital Annuities August 2012 - January 2013
Prudential Annuities September 2010 - August 2012
Prudential Retirement July 2007 - August 2010
Prudential Retirement November 2005 - July 2007
Prudential Retirement November 2003 - November 2005
Eastman Kodak Company June 1994 - June 2001
Skills
Financial Services, Series 7, Series 63, Strategic Planning, Relationship Management, Segmentation, Business Strategy, Market Research, Strategic Partnerships, Marketing, Management, Insurance, Marketing Strategy, Leadership, Account Management, Business Development, Business Intelligence, Competitive Analysis, CRM, Cross-functional Team..., FINRA, Market Analysis, Process Improvement, Strategy, Business Analysis
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Colgate University 1988 — 1992
BA, Economics
Anthony Morrison Anthony Morrison's Prudential Annuities Experience December 2007 - February 2012
Job Regional Wholesaler Annuity Marketing Services
Industry Financial Services
Experience
Annuity Marketing 2014 - Present
Regions Financial Corporation December 2013 - May 2014
BBVACOMPASS January 2013 - October 2013
Allstate Financial September 2012 - January 2013
Prudential Annuities December 2007 - February 2012
John Hancock Distributors June 2005 - December 2007
Lincoln Financial Distributors November 2002 - June 2005
Lincoln Financial Distributors September 2000 - November 2002
Delaware Investments December 1997 - September 2000
Merrill Lynch November 1996 - November 1997
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Research, Outlook, Accounting, Budget, English, Access, Analysis, Retirement Planning, Budgets, Marketing, Retirement
Education
Community College of Philadelphia
Associate's degree, Business Management
Eastern College
Bachelor's degree, Organizational Management
Annuity Marketing 2014 - Present
Regions Financial Corporation December 2013 - May 2014
BBVACOMPASS January 2013 - October 2013
Allstate Financial September 2012 - January 2013
Prudential Annuities December 2007 - February 2012
John Hancock Distributors June 2005 - December 2007
Lincoln Financial Distributors November 2002 - June 2005
Lincoln Financial Distributors September 2000 - November 2002
Delaware Investments December 1997 - September 2000
Merrill Lynch November 1996 - November 1997
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Research, Outlook, Accounting, Budget, English, Access, Analysis, Retirement Planning, Budgets, Marketing, Retirement
Education
Community College of Philadelphia
Associate's degree, Business Management
Eastern College
Bachelor's degree, Organizational Management
Christina Cuffari Christina Cuffari's Prudential Annuities Experience January 2014 - June 2014
Job Regional Sales Consultant at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2014 - Present
Prudential Annuities January 2014 - June 2014
Prudential Financial August 2012 - January 2014
Skills
Retirement, Series 6, Life & Health Insurance..., Property & Casualty..., Long Term Care Insurance, Variable Annuities, 401k, Life Insurance, Mutual Funds, Term Life Insurance, Long-term Care, Estate Planning, 401k Rollovers, Roth IRA, Universal Life, Insurance, Whole Life, Asset Allocation, College Savings Plans, 529 Plans, Health Insurance, Permanent Life Insurance, IRAs, Fixed Annuities, Series 63, Retirement Planning, Series 7
Education
The College of Saint Rose 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Prudential Financial July 2014 - Present
Prudential Annuities January 2014 - June 2014
Prudential Financial August 2012 - January 2014
Skills
Retirement, Series 6, Life & Health Insurance..., Property & Casualty..., Long Term Care Insurance, Variable Annuities, 401k, Life Insurance, Mutual Funds, Term Life Insurance, Long-term Care, Estate Planning, 401k Rollovers, Roth IRA, Universal Life, Insurance, Whole Life, Asset Allocation, College Savings Plans, 529 Plans, Health Insurance, Permanent Life Insurance, IRAs, Fixed Annuities, Series 63, Retirement Planning, Series 7
Education
The College of Saint Rose 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Ryan Fine Ryan Fine's Prudential Annuities Experience June 2014 - August 2014
Job Intern at MLV & Co
Industry Financial Services
Experience
MLV & Co 2015 - Present
Prudential Annuities June 2014 - August 2014
Solamere Advisors May 2014 - June 2014
Skills
Microsoft Excel, PowerPoint, Public Speaking, Social Media, Research
Education
Denison University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Junior
Universitat d'Alacant 2015 — 2015
International Economics
MLV & Co 2015 - Present
Prudential Annuities June 2014 - August 2014
Solamere Advisors May 2014 - June 2014
Skills
Microsoft Excel, PowerPoint, Public Speaking, Social Media, Research
Education
Denison University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Junior
Universitat d'Alacant 2015 — 2015
International Economics
Erin Hunt's Prudential Annuities Experience January 2014 - Present
Job Product Manager at Prudential Annuities
Industry Financial Services
Experience
Prudential Annuities January 2014 - Present
Prudential Annuities April 2012 - January 2014
Prudential Annuities July 2010 - April 2012
Prudential Annuities January 2008 - July 2010
AXA Distributors October 2006 - February 2008
AXA Distributors January 2005 - October 2006
SACEC March 2003 - January 2005
Skills
Marketing, Sales, Variable Annuities, Series 63, Series 6, Training, Public Speaking, Sales Presentations, Employee Training, Insurance, Retirement, Leadership Development, Fixed Annuities, Selling, Competitive Analysis, Cross-functional Team..., Financial Services, IRAs, Product Marketing, Strategy, Retirement Planning, Investments
Education
University of Connecticut 1998 — 2002
BA, History
Prudential Annuities January 2014 - Present
Prudential Annuities April 2012 - January 2014
Prudential Annuities July 2010 - April 2012
Prudential Annuities January 2008 - July 2010
AXA Distributors October 2006 - February 2008
AXA Distributors January 2005 - October 2006
SACEC March 2003 - January 2005
Skills
Marketing, Sales, Variable Annuities, Series 63, Series 6, Training, Public Speaking, Sales Presentations, Employee Training, Insurance, Retirement, Leadership Development, Fixed Annuities, Selling, Competitive Analysis, Cross-functional Team..., Financial Services, IRAs, Product Marketing, Strategy, Retirement Planning, Investments
Education
University of Connecticut 1998 — 2002
BA, History
Hans deVries, MS, MBA, PMP, CSM's Prudential Annuities Experience August 2011 - January 2012
Job
Industry Information Technology and Services
Experience
FdeVries Consulting - Project Management and Agile - Scrum Instruction September 2008 - Present
Verizon Enterprise Solutions April 2014 - July 2014
NTT DATA Corporation February 2014 - April 2014
CarMax August 2013 - February 2014
Capital One May 2012 - August 2013
Wells Fargo March 2012 - May 2012
Prudential Annuities August 2011 - January 2012
Wells Fargo January 2010 - July 2011
Verizon November 2009 - January 2010
Capgemini July 2007 - January 2009
Skills
Program Management, PMP, Project Management, Technical Architecture, Software Deployment, PMO, SDLC, Project Portfolio..., Vendor Management, Software Project..., IT Management, Resource Management, Business Analysis, Project Delivery, Business Requirements, Enterprise Architecture, Software Documentation, MS Project, Team Building, Integration, Project Planning, SharePoint, Visio, Change Management, Requirements Analysis, Data Center, Risk Management, IT Strategy, Business Process, Microsoft Project
Education
Erasmus Universiteit Rotterdam 1977 — 1985
Masters, Economics, Business Admnistration
Erasmus University Rotterdam 1977 — 1985
Master's degree, Economics
FdeVries Consulting - Project Management and Agile - Scrum Instruction September 2008 - Present
Verizon Enterprise Solutions April 2014 - July 2014
NTT DATA Corporation February 2014 - April 2014
CarMax August 2013 - February 2014
Capital One May 2012 - August 2013
Wells Fargo March 2012 - May 2012
Prudential Annuities August 2011 - January 2012
Wells Fargo January 2010 - July 2011
Verizon November 2009 - January 2010
Capgemini July 2007 - January 2009
Skills
Program Management, PMP, Project Management, Technical Architecture, Software Deployment, PMO, SDLC, Project Portfolio..., Vendor Management, Software Project..., IT Management, Resource Management, Business Analysis, Project Delivery, Business Requirements, Enterprise Architecture, Software Documentation, MS Project, Team Building, Integration, Project Planning, SharePoint, Visio, Change Management, Requirements Analysis, Data Center, Risk Management, IT Strategy, Business Process, Microsoft Project
Education
Erasmus Universiteit Rotterdam 1977 — 1985
Masters, Economics, Business Admnistration
Erasmus University Rotterdam 1977 — 1985
Master's degree, Economics
Thomas G. Anderson, MBA's Prudential Annuities Experience April 2008 - 2009
Job Trainer of Sales Champions
Industry Investment Management
Experience
Invesco Ltd. February 2015 - Present
Answer Financial July 2012 - January 2015
American General Life Companies April 2010 - July 2012
Prudential Annuities April 2008 - 2009
MassMutual Financial Group May 2006 - March 2008
AXA CLIENT SOLUTIONS January 2000 - January 2006
MetLife January 1997 - January 1999
Skills
Coaching, Sales Management, Instructional Design, Employee Engagement, B2B, Management, Team Building, Training, Sales, CRM, Business Planning, Team Management, Marketing, Program Management, Recruiting, Leadership, Sales Process, Onboarding, Employee Training, Staff Development, Customer Retention, Insurance, Employee Benefits, Process Improvement, Performance Management, Time Management, Cold Calling, Strategy, Leadership Development, Team Leadership, Call Centers, Account Management
Education
University of Phoenix 2002 — 2004
MBA, Business management, marketing, finance
Fordham University
Bachelors, English Lit
Invesco Ltd. February 2015 - Present
Answer Financial July 2012 - January 2015
American General Life Companies April 2010 - July 2012
Prudential Annuities April 2008 - 2009
MassMutual Financial Group May 2006 - March 2008
AXA CLIENT SOLUTIONS January 2000 - January 2006
MetLife January 1997 - January 1999
Skills
Coaching, Sales Management, Instructional Design, Employee Engagement, B2B, Management, Team Building, Training, Sales, CRM, Business Planning, Team Management, Marketing, Program Management, Recruiting, Leadership, Sales Process, Onboarding, Employee Training, Staff Development, Customer Retention, Insurance, Employee Benefits, Process Improvement, Performance Management, Time Management, Cold Calling, Strategy, Leadership Development, Team Leadership, Call Centers, Account Management
Education
University of Phoenix 2002 — 2004
MBA, Business management, marketing, finance
Fordham University
Bachelors, English Lit
Bridget Dial Bridget Dial's Prudential Annuities Experience July 2008 - December 2008
Job Account Executive at PC Mall Gov
Industry Internet
Experience
PC Mall Gov May 2011 - March 2013
Indeed.com March 2010 - May 2011
Tech Depot November 2006 - February 2010
Prudential Annuities July 2008 - December 2008
Skills
Account Management, Marketing Strategy, Sales Management, Interviews, Cold Calling, Solution Selling, Sales
Education
Suffolk University 1999 — 2003
BS, Theatre
St Joe's
PC Mall Gov May 2011 - March 2013
Indeed.com March 2010 - May 2011
Tech Depot November 2006 - February 2010
Prudential Annuities July 2008 - December 2008
Skills
Account Management, Marketing Strategy, Sales Management, Interviews, Cold Calling, Solution Selling, Sales
Education
Suffolk University 1999 — 2003
BS, Theatre
St Joe's
Ted Taupier's Prudential Annuities Experience 2009 - 2009
Job CTS/SFS Program and Product Manager at Citi
Industry Information Technology and Services
Experience
Citi September 2010 - Present
Structure By Design LLC October 2007 - Present
Avery Dennison Corporation 2007 - Present
Citi 2012 - 2013
CT home mortgage 2003 - 2013
Prudential Annuities 2009 - 2009
Algorithmics March 2005 - October 2007
State Street 2006 - 2007
Northeast Utilities -C&LM 2005 - 2006
ING 2005 - 2006
Skills
Mergers, Management, Product Lifecycle..., Organization, Divestitures, RFQ, PMO, Finance, Leadership, Vendor Management, Project Portfolio..., Resource Management, Mergers & Acquisitions, Change Management, Enterprise Architecture, Disaster Recovery, Integration, ITIL, Information Technology, Enterprise Software, IT Strategy, Business Process, Strategic Planning, Business Analysis, PMP
Education
The George Washington University - School of Business 2002 — 2005
Masters Certificate
Western New England University 1984 — 1990
BS Electrical Engineering
Agawam 1980 — 1983
Citi September 2010 - Present
Structure By Design LLC October 2007 - Present
Avery Dennison Corporation 2007 - Present
Citi 2012 - 2013
CT home mortgage 2003 - 2013
Prudential Annuities 2009 - 2009
Algorithmics March 2005 - October 2007
State Street 2006 - 2007
Northeast Utilities -C&LM 2005 - 2006
ING 2005 - 2006
Skills
Mergers, Management, Product Lifecycle..., Organization, Divestitures, RFQ, PMO, Finance, Leadership, Vendor Management, Project Portfolio..., Resource Management, Mergers & Acquisitions, Change Management, Enterprise Architecture, Disaster Recovery, Integration, ITIL, Information Technology, Enterprise Software, IT Strategy, Business Process, Strategic Planning, Business Analysis, PMP
Education
The George Washington University - School of Business 2002 — 2005
Masters Certificate
Western New England University 1984 — 1990
BS Electrical Engineering
Agawam 1980 — 1983
Martha Mitchell Martha Mitchell's Prudential Annuities Experience March 2011 - Present
Job Art Director at Prudential Annuities
Industry Marketing and Advertising
Experience
Prudential Annuities March 2011 - Present
various places January 2009 - March 2011
Cheil Worldwide Inc. March 2004 - December 2008
various places November 2000 - January 2004
Brierley & Partners 1998 - 2000
Aspect Communications July 1995 - August 1998
Skills
Packaging, Television, Collateral, Marketing, Brochures, Copywriting, Graphic Design, Adobe Acrobat, Marketing Communications, Social Media, Art Direction, Creative Direction, Web Design, Photoshop, Creative Strategy, Corporate Identity, Concept Development, Logo Design, Advertising
Education
University of Arizona 1981 — 1986
BFA, Fine Art
Prudential Annuities March 2011 - Present
various places January 2009 - March 2011
Cheil Worldwide Inc. March 2004 - December 2008
various places November 2000 - January 2004
Brierley & Partners 1998 - 2000
Aspect Communications July 1995 - August 1998
Skills
Packaging, Television, Collateral, Marketing, Brochures, Copywriting, Graphic Design, Adobe Acrobat, Marketing Communications, Social Media, Art Direction, Creative Direction, Web Design, Photoshop, Creative Strategy, Corporate Identity, Concept Development, Logo Design, Advertising
Education
University of Arizona 1981 — 1986
BFA, Fine Art
Helen Piechocki Helen Piechocki's Prudential Annuities Experience November 2009 - Present
Job Director, Learning Strategy
Industry Insurance
Experience
Prudential Annuities November 2009 - Present
The Hartford May 2004 - November 2009
ING 2001 - 2004
Reliastar 1997 - 2001
Skills
Vendor Management, Leadership, Strategic Planning, Strategy, Training, Quality Assurance, Process Improvement, Project Management, Employee Training, Business Process..., Budgets, Business Analysis, Change Management, Insurance, Coaching, Risk Management, Call Centers, SDLC, Process Engineering, Program Management, Project Delivery, Performance Management, Customer Service, Staff Development, Management, Resource Management, Analysis, Requirements Gathering, PMO, Project Planning, Six Sigma, Requirements Analysis, Employee Benefits, Software Documentation, Project Portfolio..., Customer Relations, Training & Development
Education
Central CT State University
University of Connecticut
Prudential Annuities November 2009 - Present
The Hartford May 2004 - November 2009
ING 2001 - 2004
Reliastar 1997 - 2001
Skills
Vendor Management, Leadership, Strategic Planning, Strategy, Training, Quality Assurance, Process Improvement, Project Management, Employee Training, Business Process..., Budgets, Business Analysis, Change Management, Insurance, Coaching, Risk Management, Call Centers, SDLC, Process Engineering, Program Management, Project Delivery, Performance Management, Customer Service, Staff Development, Management, Resource Management, Analysis, Requirements Gathering, PMO, Project Planning, Six Sigma, Requirements Analysis, Employee Benefits, Software Documentation, Project Portfolio..., Customer Relations, Training & Development
Education
Central CT State University
University of Connecticut
Robert Siler Robert Siler's Prudential Annuities Experience June 2006 - Present
Job Regional Vice President Prudential Annuities
Industry Insurance
Experience
Prudential Annuities June 2006 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Owens Community College 1976 — 1978
Associate of Arts and Sciences (A.A.S.), Criminal Justice/Law Enforcement Administration
Prudential Annuities June 2006 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Owens Community College 1976 — 1978
Associate of Arts and Sciences (A.A.S.), Criminal Justice/Law Enforcement Administration
Jason A Casmay's Prudential Annuities Experience January 2014 - Present
Job Manager, Internal Communications at Prudential Annuities
Industry Financial Services
Experience
Prudential Annuities January 2014 - Present
Prudential Annuities June 2007 - January 2014
XTF Inc. January 2007 - May 2007
Lincoln Financial Distributors (Lincoln National) April 2004 - April 2006
Skills
Sales, Insurance, Marketing, Investments, Management, Variable Annuities, Financial Services, Training, Fixed Annuities, Recruiting, Leadership, Securities, Team Leadership, Sales Operations, Relationship Management, Business Development, Negotiation, Event Planning, Internal Communications, Project Management, Series 7, Marketing Communications, Territory Account..., Motivation, Fugent, Sales Analysis, Department Budgeting, Sales Compensation, Series 24, Financial Advisory, Manufacturer..., Product Testing and..., Social Interest Articles, Editing, Copy Editing, Creative Writing, Writing
Education
Temple University
English Language and Literature, General
Thomas Edison State College
Bachelor of English, English Literature
Prudential Annuities January 2014 - Present
Prudential Annuities June 2007 - January 2014
XTF Inc. January 2007 - May 2007
Lincoln Financial Distributors (Lincoln National) April 2004 - April 2006
Skills
Sales, Insurance, Marketing, Investments, Management, Variable Annuities, Financial Services, Training, Fixed Annuities, Recruiting, Leadership, Securities, Team Leadership, Sales Operations, Relationship Management, Business Development, Negotiation, Event Planning, Internal Communications, Project Management, Series 7, Marketing Communications, Territory Account..., Motivation, Fugent, Sales Analysis, Department Budgeting, Sales Compensation, Series 24, Financial Advisory, Manufacturer..., Product Testing and..., Social Interest Articles, Editing, Copy Editing, Creative Writing, Writing
Education
Temple University
English Language and Literature, General
Thomas Edison State College
Bachelor of English, English Literature
Heather Carreiro's Prudential Annuities Experience January 2013 - November 2013
Job Copywriter and Editor
Industry Marketing and Advertising
Experience
Prudential Financial May 2014 - Present
Prudential Financial May 2014 - Present
Prudential Annuities January 2013 - November 2013
Prudential Financial October 2011 - February 2013
Prudential Annuities August 2009 - October 2011
The Globe Pequot Press 2005 - 2009
CheckerBee Publishing 1999 - 2001
Skills
Blogging, Books, Content Development, Content Management, Content Strategy, Copy Editing, Copywriting, Editing, Editorial, Email Marketing, Internal Communications, Magazines, Marketing, Marketing Communications, Newsletters, Press Releases, Proofreading, Publications, Publishing, Social Media, Social Media Marketing, Web Content
Education
West Virginia University 2011 — 2015
Integrated Marketing Communications
Trinity College-Hartford 2000 — 2004
MA, English
University of North Carolina at Greensboro 1993 — 1996
BA, English
Prudential Financial May 2014 - Present
Prudential Financial May 2014 - Present
Prudential Annuities January 2013 - November 2013
Prudential Financial October 2011 - February 2013
Prudential Annuities August 2009 - October 2011
The Globe Pequot Press 2005 - 2009
CheckerBee Publishing 1999 - 2001
Skills
Blogging, Books, Content Development, Content Management, Content Strategy, Copy Editing, Copywriting, Editing, Editorial, Email Marketing, Internal Communications, Magazines, Marketing, Marketing Communications, Newsletters, Press Releases, Proofreading, Publications, Publishing, Social Media, Social Media Marketing, Web Content
Education
West Virginia University 2011 — 2015
Integrated Marketing Communications
Trinity College-Hartford 2000 — 2004
MA, English
University of North Carolina at Greensboro 1993 — 1996
BA, English
Jill Poulson's Prudential Annuities Experience April 2008 - July 2009
Job Sales and Business Management
Industry Investment Management
Experience
Quality Car Repair 2005 - Present
Prudential Annuities April 2008 - July 2009
CitiGroup Asset Management January 2000 - February 2005
Prudential Investments October 1996 - December 2000
Prudential Securities September 1992 - June 1996
Education
Temple University 1990 — 1992
Psychology
Boston College 1986 — 1990
Psychology
Quality Car Repair 2005 - Present
Prudential Annuities April 2008 - July 2009
CitiGroup Asset Management January 2000 - February 2005
Prudential Investments October 1996 - December 2000
Prudential Securities September 1992 - June 1996
Education
Temple University 1990 — 1992
Psychology
Boston College 1986 — 1990
Psychology
Peter Birrell's Prudential Annuities Experience 2009 - 2010
Job
Industry Public Relations and Communications
Experience
Voya Financial March 2015 - Present
Cigna September 2014 - Present
The Business Development Group February 2004 - Present
Yale University April 2014 - July 2014
The Hartford February 2014 - March 2014
Aetna May 2013 - January 2014
Prudential Financial 2010 - January 2013
Prudential Annuities 2009 - 2010
The Hartford November 2007 - October 2009
The Hartford February 2005 - November 2007
Skills
Change Management, Branding & Identity, Marketing Communications, Communication Training, Market Research, Executive Communications, Diversity Strategy, Web Strategy, Intranet Strategy, Sales Communications, Content Management, Marketing, Strategy, Employee Benefits, Communication, Presentation Development, Internal Communications, Corporate Communications
Education
Central Connecticut State University 1984 — 1988
BA, Psychology
Voya Financial March 2015 - Present
Cigna September 2014 - Present
The Business Development Group February 2004 - Present
Yale University April 2014 - July 2014
The Hartford February 2014 - March 2014
Aetna May 2013 - January 2014
Prudential Financial 2010 - January 2013
Prudential Annuities 2009 - 2010
The Hartford November 2007 - October 2009
The Hartford February 2005 - November 2007
Skills
Change Management, Branding & Identity, Marketing Communications, Communication Training, Market Research, Executive Communications, Diversity Strategy, Web Strategy, Intranet Strategy, Sales Communications, Content Management, Marketing, Strategy, Employee Benefits, Communication, Presentation Development, Internal Communications, Corporate Communications
Education
Central Connecticut State University 1984 — 1988
BA, Psychology
Eileen McCann's Prudential Annuities Experience July 2003 - August 2012
Job Relationship Management at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2010 - Present
Prudential Annuities July 2003 - August 2012
American Skandia 1997 - 2003
AIM Management January 1993 - July 1997
Education
La Salle University
Lincoln Financial Group August 2010 - Present
Prudential Annuities July 2003 - August 2012
American Skandia 1997 - 2003
AIM Management January 1993 - July 1997
Education
La Salle University
Doris Cattie's Prudential Annuities Experience 2006 - Present
Job eCommerce and Electronic Order Entry Systems, Information Systems Manager at Prudential Financial
Industry Information Technology and Services
Experience
Prudential Annuities 2006 - Present
Prudential Financial 1999 - Present
Prudential Financial 1997 - 1999
Prudential Financial 1993 - 1997
Prudential Insurance 1972 - 1992
Education
La Salle University
Prudential Annuities 2006 - Present
Prudential Financial 1999 - Present
Prudential Financial 1997 - 1999
Prudential Financial 1993 - 1997
Prudential Insurance 1972 - 1992
Education
La Salle University
Doug Voight, CFP®'s Prudential Annuities Experience 2003 - 2006
Job Financial Services Representative / NCC at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
Money Concepts October 2012 - May 2014
AXA-EQUITABLE 2006 - 2011
Genworth Financial 2006 - 2006
PRUDENTIAL ANNUITIES 2003 - 2006
INDIANAPOLIS LIFE January 1999 - January 2001
HUDSON TRADER INVESTMENT SERVICES January 1997 - January 1999
Independent Financial 1993 - 1994
Chase/GNA 1991 - 1992
Nathan and Lewis Securities 1984 - 1989
Skills
Wealth Management, Retirement Planning, Investments, Retirement, Mutual Funds, Strategy, Securities, Insurance, Series 63, Sales, Sales Process, Financial Services, Sales Management, Fixed Annuities, Financial Advisory, Life Insurance, Management, Finance, Marketing, Relationship Management, Sales Operations, Strategic Financial..., Portfolio Management, Asset Allocation, Wealth, Investment Strategies, Small Business, Asset Management, Equities, Alternative Investments, Risk Management, Financial Planners, Personal Finance, Variable Annuities, Investment Management, Fixed Income, Pensions, Bonds, Employee Benefits, 401k, Series 6, Options, Financial Risk, Series 7, Hedge Funds, Banking, Investment Advisory, Financial Markets, Funding, IRAs
Education
H.Frank Carey HS 1969 — 1973
Adelphi University
CFP, Certified Financial Planner Designation
Ashland University
BS, Education
TIAA-CREF August 2014 - Present
Money Concepts October 2012 - May 2014
AXA-EQUITABLE 2006 - 2011
Genworth Financial 2006 - 2006
PRUDENTIAL ANNUITIES 2003 - 2006
INDIANAPOLIS LIFE January 1999 - January 2001
HUDSON TRADER INVESTMENT SERVICES January 1997 - January 1999
Independent Financial 1993 - 1994
Chase/GNA 1991 - 1992
Nathan and Lewis Securities 1984 - 1989
Skills
Wealth Management, Retirement Planning, Investments, Retirement, Mutual Funds, Strategy, Securities, Insurance, Series 63, Sales, Sales Process, Financial Services, Sales Management, Fixed Annuities, Financial Advisory, Life Insurance, Management, Finance, Marketing, Relationship Management, Sales Operations, Strategic Financial..., Portfolio Management, Asset Allocation, Wealth, Investment Strategies, Small Business, Asset Management, Equities, Alternative Investments, Risk Management, Financial Planners, Personal Finance, Variable Annuities, Investment Management, Fixed Income, Pensions, Bonds, Employee Benefits, 401k, Series 6, Options, Financial Risk, Series 7, Hedge Funds, Banking, Investment Advisory, Financial Markets, Funding, IRAs
Education
H.Frank Carey HS 1969 — 1973
Adelphi University
CFP, Certified Financial Planner Designation
Ashland University
BS, Education
Eric Froimovitz's Prudential Annuities Experience 2007 - Present
Job Business Development Specialist at Prudential Financial
Industry Financial Services
Experience
Prudential Annuities 2007 - Present
Paladin Realty Partners August 2006 - September 2007
Prudential Financial February 2004 - August 2006
Skills
Investments, Business Development, Series 63, Marketing, Financial Services
Education
Ramapo College of New Jersey 1995 — 1997
Bachelor of Science (BS), Finance, General
Prudential Annuities 2007 - Present
Paladin Realty Partners August 2006 - September 2007
Prudential Financial February 2004 - August 2006
Skills
Investments, Business Development, Series 63, Marketing, Financial Services
Education
Ramapo College of New Jersey 1995 — 1997
Bachelor of Science (BS), Finance, General
Connie Nichols's Prudential Annuities Experience September 1999 - August 2007
Job Currently looking for employment in the financial service industry
Industry Financial Services
Experience
Prudential Retirement December 2012 - December 2013
Blackrock August 2007 - August 2011
Prudential Annuities September 1999 - August 2007
Prudential Investments January 1998 - September 1999
prudential August 1993 - January 1998
Skills
Public Speaking, Marketing Strategy, Training & Development, Tax, Partner Relationships, Content Development, Distance Learning, Retirement Planning, Retirement Income..., Retirement Plan..., Mutual Funds, Retirement Plans, Roth IRA, IRA Rollovers, Presentation Development, Group Presentations, Effective Meetings, Sales Support, Marketing Communications, Marketing..., IRAs, Asset Management, Employee Training, Equities, Financial Advisory, Fixed Annuities, Investments, New Business Development, Partner Management, Retirement, Sales Operations, Strategic Planning, Strategy, Financial Services, Securities
Education
Rutgers University
Working toward a BS in Finance, Finance
Prudential Retirement December 2012 - December 2013
Blackrock August 2007 - August 2011
Prudential Annuities September 1999 - August 2007
Prudential Investments January 1998 - September 1999
prudential August 1993 - January 1998
Skills
Public Speaking, Marketing Strategy, Training & Development, Tax, Partner Relationships, Content Development, Distance Learning, Retirement Planning, Retirement Income..., Retirement Plan..., Mutual Funds, Retirement Plans, Roth IRA, IRA Rollovers, Presentation Development, Group Presentations, Effective Meetings, Sales Support, Marketing Communications, Marketing..., IRAs, Asset Management, Employee Training, Equities, Financial Advisory, Fixed Annuities, Investments, New Business Development, Partner Management, Retirement, Sales Operations, Strategic Planning, Strategy, Financial Services, Securities
Education
Rutgers University
Working toward a BS in Finance, Finance
Rafiq Austin Wiley's Prudential Annuities Experience 1998 - 2000
Job Insurance and Financial Services Agent with Farmers Insurance
Industry Insurance
Experience
Farmers Insurance March 2012 - Present
Booth Financial Associates February 2007 - March 2012
Sage Insurance Group 2000 - 2002
American Skandia 1998 - 2000
Prudential Annuities 1998 - 2000
Skills
Series 7, Series 6, Series 63, Series 65, series 53, Property & Casualty..., Life Insurance
Education
University of Hartford 1994 — 1998
Farmers Insurance March 2012 - Present
Booth Financial Associates February 2007 - March 2012
Sage Insurance Group 2000 - 2002
American Skandia 1998 - 2000
Prudential Annuities 1998 - 2000
Skills
Series 7, Series 6, Series 63, Series 65, series 53, Property & Casualty..., Life Insurance
Education
University of Hartford 1994 — 1998
Susan Figueroa (Morris)'s Prudential Annuities Experience January 2012 - Present
Job Director Human Resources at Prudential Annuities
Industry Insurance
Experience
Prudential Annuities January 2012 - Present
Prudential Financial January 2010 - January 2012
The Hartford 2005 - January 2010
The Hartford November 1999 - November 2005
The Hartford Financial Services Group April 1994 - November 1999
Education
Bryant University 1988 — 1992
Prudential Annuities January 2012 - Present
Prudential Financial January 2010 - January 2012
The Hartford 2005 - January 2010
The Hartford November 1999 - November 2005
The Hartford Financial Services Group April 1994 - November 1999
Education
Bryant University 1988 — 1992
Annie Lisa's Prudential Annuities Experience February 2012 - Present
Job Marketing Manager
Industry Broadcast Media
Experience
Prudential Annuities February 2012 - Present
Anton/Bauer 2008 - 2011
Skills
Copywriting, Marketing, Marketing Communications, Social Media, Direct Marketing, Marketing Strategy, Email Marketing, Integrated Marketing, Advertising, Corporate Communications, Public Relations, Market Research, Online Advertising, Online Marketing, Event Management, Management
Education
Albertus Magnus College 1989 — 1996
Albertus Magnus College
Bachelor of Arts (B.A.), English Language and Literature, General
Prudential Annuities February 2012 - Present
Anton/Bauer 2008 - 2011
Skills
Copywriting, Marketing, Marketing Communications, Social Media, Direct Marketing, Marketing Strategy, Email Marketing, Integrated Marketing, Advertising, Corporate Communications, Public Relations, Market Research, Online Advertising, Online Marketing, Event Management, Management
Education
Albertus Magnus College 1989 — 1996
Albertus Magnus College
Bachelor of Arts (B.A.), English Language and Literature, General
Andrew Crandall's Prudential Annuities Experience July 2011 - Present
Job National Sales Desk Manager at Prudential Annuities
Industry Financial Services
Experience
Prudential Annuities July 2011 - Present
Prudential Financial September 2007 - July 2011
Lincoln Financial Distributors February 2006 - September 2007
The Hartford/PLANCO November 2004 - February 2006
Skills
Series 6, Fixed Annuities, Series 63, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Financial Services, Relationship Management, Wholesale, Sales Management, Qualified Retirement..., Strategic Planning, 401k Rollovers, Strategic Financial..., Investments, Separately Managed..., FINRA, Alternative Investments, Wealth Management
Education
Kutztown University of Pennsylvania
B.A., Political Science
Prudential Annuities July 2011 - Present
Prudential Financial September 2007 - July 2011
Lincoln Financial Distributors February 2006 - September 2007
The Hartford/PLANCO November 2004 - February 2006
Skills
Series 6, Fixed Annuities, Series 63, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Financial Services, Relationship Management, Wholesale, Sales Management, Qualified Retirement..., Strategic Planning, 401k Rollovers, Strategic Financial..., Investments, Separately Managed..., FINRA, Alternative Investments, Wealth Management
Education
Kutztown University of Pennsylvania
B.A., Political Science
Joseph Landino's Prudential Annuities Experience March 2014 - Present
Job Manager, Sales Training at Prudential Annuities
Industry Financial Services
Experience
Prudential Annuities March 2014 - Present
Prudential Annuities December 2006 - February 2014
Skills
Retirement Planning, Retirement, Insurance, Series 63, Financial Services, Strategic Financial..., Securities, Series 6, Asset Management, Variable Annuities, Financial Analysis, Sales, Risk Management, FINRA, Marketing, Strategic Planning, Sales Management, IRAs, Finance, Sales Presentations, Investments, Fixed Annuities, Mutual Funds, Series 7, Management
Education
Salve Regina University 2002 — 2006
Marketing, Business Administration
Prudential Annuities March 2014 - Present
Prudential Annuities December 2006 - February 2014
Skills
Retirement Planning, Retirement, Insurance, Series 63, Financial Services, Strategic Financial..., Securities, Series 6, Asset Management, Variable Annuities, Financial Analysis, Sales, Risk Management, FINRA, Marketing, Strategic Planning, Sales Management, IRAs, Finance, Sales Presentations, Investments, Fixed Annuities, Mutual Funds, Series 7, Management
Education
Salve Regina University 2002 — 2006
Marketing, Business Administration
Samidha Sharma's Prudential Annuities Experience May 2004 - October 2004
Job Almac Clinical Technologies
Industry Computer Software
Experience
Almac Clinical Technologies January 2005 - Present
Liquent Inc October 2004 - December 2004
Prudential Annuities May 2004 - October 2004
P&H Solutions Inc January 2003 - April 2004
EPIE December 2000 - December 2002
Skills
Pharmaceutics, Agile Methodologies, Microsoft SQL Server, SDLC, Software Development, SQL, XML, ClearCase, Requirements Analysis, Business Analysis, Databases, Software Documentation, Quality Assurance, T-SQL, Testing, Process Improvement
Education
Delhi University 1993 — 1996
Kendriya Vidyalaya
Almac Clinical Technologies January 2005 - Present
Liquent Inc October 2004 - December 2004
Prudential Annuities May 2004 - October 2004
P&H Solutions Inc January 2003 - April 2004
EPIE December 2000 - December 2002
Skills
Pharmaceutics, Agile Methodologies, Microsoft SQL Server, SDLC, Software Development, SQL, XML, ClearCase, Requirements Analysis, Business Analysis, Databases, Software Documentation, Quality Assurance, T-SQL, Testing, Process Improvement
Education
Delhi University 1993 — 1996
Kendriya Vidyalaya
James Nassivera's Prudential Annuities Experience April 2006 - Present
Job Compliance Director at Prudential Financial
Industry Financial Services
Experience
Prudential Annuities April 2006 - Present
Prudential Retirement January 2003 - March 2006
Prudential Retirement February 2000 - January 2003
Skills
Series 26, Series 6
Education
Lehigh University - College of Business and Economics 1986 — 1990
Bachelor of Science (B.S.), Finance
Prudential Annuities April 2006 - Present
Prudential Retirement January 2003 - March 2006
Prudential Retirement February 2000 - January 2003
Skills
Series 26, Series 6
Education
Lehigh University - College of Business and Economics 1986 — 1990
Bachelor of Science (B.S.), Finance
Starr Merritt's Prudential Annuities Experience February 2010 - April 2015
Job at
Industry Legal Services
Experience
ICR LLC April 2015 - Present
Prudential Annuities February 2010 - April 2015
GE Transportation Finance July 2008 - August 2009
Versus January 2005 - June 2008
Purdue Pharma 2000 - 2004
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Document Review, Legal Research, Legal Writing, Community Outreach, Intellectual Property, Legal Compliance, Corporate Governance, Event Management, Legal Assistance
Education
Charter Oak State College
B.S.
Howard University
Paralegal Certificate
Norwalk Community College
A.S.
Sacred Heart University
Master of Science (M.S.)
ICR LLC April 2015 - Present
Prudential Annuities February 2010 - April 2015
GE Transportation Finance July 2008 - August 2009
Versus January 2005 - June 2008
Purdue Pharma 2000 - 2004
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Document Review, Legal Research, Legal Writing, Community Outreach, Intellectual Property, Legal Compliance, Corporate Governance, Event Management, Legal Assistance
Education
Charter Oak State College
B.S.
Howard University
Paralegal Certificate
Norwalk Community College
A.S.
Sacred Heart University
Master of Science (M.S.)
Griff Dow's Prudential Annuities Experience April 2008 - May 2011
Job Regional Vice President at Horizon Investments
Industry Financial Services
Experience
Horizon Investments May 2014 - Present
Tactical Allocation Group November 2013 - May 2014
Columbia Management June 2011 - August 2013
PRUDENTIAL ANNUITIES April 2008 - May 2011
DELAWARE INVESTMENTS March 2007 - January 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management) February 2003 - March 2007
Pioneer Investments 1997 - 2000
Skills
Separately Managed..., Mutual Funds, Alternative Investments, Series 63, Series 7, Investments, Bonds, Asset Allocation, Series 65, Hedge Funds, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, Fixed Annuities, Retirement, Securities, Investment Advisory, ETFs, Series 24, Uniform Combined State..., Series 6, 401k, FINRA, Fixed Income, Asset Management
Education
University of Massachusetts, Amherst 1983 — 1988
Bachelor of Science (BS)
Horizon Investments May 2014 - Present
Tactical Allocation Group November 2013 - May 2014
Columbia Management June 2011 - August 2013
PRUDENTIAL ANNUITIES April 2008 - May 2011
DELAWARE INVESTMENTS March 2007 - January 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management) February 2003 - March 2007
Pioneer Investments 1997 - 2000
Skills
Separately Managed..., Mutual Funds, Alternative Investments, Series 63, Series 7, Investments, Bonds, Asset Allocation, Series 65, Hedge Funds, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, Fixed Annuities, Retirement, Securities, Investment Advisory, ETFs, Series 24, Uniform Combined State..., Series 6, 401k, FINRA, Fixed Income, Asset Management
Education
University of Massachusetts, Amherst 1983 — 1988
Bachelor of Science (BS)
Mary Ann DiMarco's Prudential Annuities Experience November 2009 - June 2011
Job Director, Integration and Migrations at UnitedHealthcare
Industry Information Technology and Services
Experience
UnitedHealthcare June 2010 - Present
Prudential Annuities November 2009 - June 2011
HealthNet, Inc. January 2004 - March 2009
HealthNet, Inc. December 2002 - December 2003
HealthNet, Inc. January 2001 - December 2003
Clairol January 1980 - April 1986
Education
Stony Brook University 1975 — 1978
B.S, Biology
UnitedHealthcare June 2010 - Present
Prudential Annuities November 2009 - June 2011
HealthNet, Inc. January 2004 - March 2009
HealthNet, Inc. December 2002 - December 2003
HealthNet, Inc. January 2001 - December 2003
Clairol January 1980 - April 1986
Education
Stony Brook University 1975 — 1978
B.S, Biology
Mike Comstock's Prudential Annuities Experience January 2010 - Present
Job Director, Investment Management at Prudential Annuities
Industry Financial Services
Experience
Prudential Annuities January 2010 - Present
Morgan Stanley December 2005 - November 2008
Prudential Financial 1995 - 2005
Skills
Series 7, Relationship Management, Separately Managed..., Variable Annuities, Investment Management, Mutual Funds
Education
State University of New York at New Paltz 1993 — 1995
Prudential Annuities January 2010 - Present
Morgan Stanley December 2005 - November 2008
Prudential Financial 1995 - 2005
Skills
Series 7, Relationship Management, Separately Managed..., Variable Annuities, Investment Management, Mutual Funds
Education
State University of New York at New Paltz 1993 — 1995
Megan Mulrooney's Prudential Annuities Experience May 2013 - Present
Job Data Integrity Specialist at Prudential Annuities
Industry Financial Services
Experience
Prudential Annuities May 2013 - Present
Prudential Financial November 2008 - Present
Letarte Swimwear April 2008 - October 2008
Windsong Sport January 2007 - December 2007
Mitchells of Westport September 2006 - December 2006
Skills
•Excellent telephone..., •Ability to work..., •Familiar with..., •Familiar with Adobe..., Illustrator, Microsoft Excel, Social Media, Social Media Marketing
Education
University of Rhode Island 2002 — 2006
Bachelor's degree, Fashion/Apparel Design
University of Rhode Island 2002 — 2006
Bachelor's degree, Textiles, Fashion Merchandising and Design
Prudential Annuities May 2013 - Present
Prudential Financial November 2008 - Present
Letarte Swimwear April 2008 - October 2008
Windsong Sport January 2007 - December 2007
Mitchells of Westport September 2006 - December 2006
Skills
•Excellent telephone..., •Ability to work..., •Familiar with..., •Familiar with Adobe..., Illustrator, Microsoft Excel, Social Media, Social Media Marketing
Education
University of Rhode Island 2002 — 2006
Bachelor's degree, Fashion/Apparel Design
University of Rhode Island 2002 — 2006
Bachelor's degree, Textiles, Fashion Merchandising and Design
Barbara B. Brooks's Prudential Annuities Experience 2008 - 2009
Job Vice President,The Center for Professional Excellence@ Prudential Annuities
Industry Financial Services
Experience
Prudential Financial 2009 - Present
Legg Mason 2008 - 2009
Prudential Annuities 2008 - 2009
SIFMA 2000 - 2009
Metlife March 2004 - March 2008
UBS/PaineWebber 1995 - March 2004
Kidder Peabody February 1992 - January 1995
Skills
Strategy, Leadership, Talent Management, Series 7, Financial Services, Staff Development, Series 63, Wealth Management, Retirement, Executive Management, Securities, Retirement Planning, Fixed Annuities, Mutual Funds, Leadership Development, FINRA, Investments, Risk Management, Vendor Management, Strategic Planning, Organizational..., Change Management, Team Building, Sales training, Sales Leadership..., Learning Technologies, Management
Education
Bloomsburg University of Pennsylvania
Bachelor’s Degree, Speech-Language Pathology/Pathologist
The Ohio State University
Master’s Degree, Speech-Language Pathology/Pathologist
Prudential Financial 2009 - Present
Legg Mason 2008 - 2009
Prudential Annuities 2008 - 2009
SIFMA 2000 - 2009
Metlife March 2004 - March 2008
UBS/PaineWebber 1995 - March 2004
Kidder Peabody February 1992 - January 1995
Skills
Strategy, Leadership, Talent Management, Series 7, Financial Services, Staff Development, Series 63, Wealth Management, Retirement, Executive Management, Securities, Retirement Planning, Fixed Annuities, Mutual Funds, Leadership Development, FINRA, Investments, Risk Management, Vendor Management, Strategic Planning, Organizational..., Change Management, Team Building, Sales training, Sales Leadership..., Learning Technologies, Management
Education
Bloomsburg University of Pennsylvania
Bachelor’s Degree, Speech-Language Pathology/Pathologist
The Ohio State University
Master’s Degree, Speech-Language Pathology/Pathologist
Angela Picheco's Prudential Annuities Experience Strategic Account Management, Channel AnalystPrudential FinancialMay 2006 - June 2007
Job eCommerce Project Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Annuities Strategic Account Management, Channel AnalystPrudential FinancialMay 2006 - June 2007
Prudential Financial May 2004 - June 2006
Education
Central Connecticut State University 1994 — 1999
Prudential Annuities Strategic Account Management, Channel AnalystPrudential FinancialMay 2006 - June 2007
Prudential Financial May 2004 - June 2006
Education
Central Connecticut State University 1994 — 1999
Teresa Poteet-Zinn's Prudential Annuities Experience July 2006 - April 2010
Job Experienced Finance Professional
Industry Accounting
Experience
Norfolk Southern Corporation January 2015 - Present
Beiersdorf April 2014 - July 2014
Solomon Edwards Group December 2013 - March 2014
Accountemps - Marcum LLP May 2013 - November 2013
Accountemps - Beiersdorf Inc. April 2012 - April 2013
Accountemps - Yale University AYA October 2011 - March 2012
Accountemps - Gexpro September 2010 - April 2011
Prudential Annuities July 2006 - April 2010
Prudential Annuities March 2005 - July 2006
Prudential Annuities March 2004 - October 2005
Skills
Accounts Payable, Accounts Receivable, Payroll, Financial Analysis, Accounting, Budget Analysis, Accruals, Forecasting, Budgeting, Expenses, Variance Analysis, General Ledger, Invoicing, Excel, Fixed Assets, Variances, P&L, Reconciliation, GAAP, Hyperion, Analysis, Essbase, Cash Flow, Balance, Pivot Tables, Word, Financial Planning, Account Reconciliation, Budgets, Journal Entries, Cost Accounting, Financial Reporting, Finance, Bank Reconciliation, Business Analysis
Education
Georgia Institute of Technology - Georgia Tech College of Management 1991 — 1996
BSMGT, Management, Accounting, History
Kennesaw State University 1996 — 1997
Accounting
Greater Valley Leadership 2003 — 2003
Norfolk Southern Corporation January 2015 - Present
Beiersdorf April 2014 - July 2014
Solomon Edwards Group December 2013 - March 2014
Accountemps - Marcum LLP May 2013 - November 2013
Accountemps - Beiersdorf Inc. April 2012 - April 2013
Accountemps - Yale University AYA October 2011 - March 2012
Accountemps - Gexpro September 2010 - April 2011
Prudential Annuities July 2006 - April 2010
Prudential Annuities March 2005 - July 2006
Prudential Annuities March 2004 - October 2005
Skills
Accounts Payable, Accounts Receivable, Payroll, Financial Analysis, Accounting, Budget Analysis, Accruals, Forecasting, Budgeting, Expenses, Variance Analysis, General Ledger, Invoicing, Excel, Fixed Assets, Variances, P&L, Reconciliation, GAAP, Hyperion, Analysis, Essbase, Cash Flow, Balance, Pivot Tables, Word, Financial Planning, Account Reconciliation, Budgets, Journal Entries, Cost Accounting, Financial Reporting, Finance, Bank Reconciliation, Business Analysis
Education
Georgia Institute of Technology - Georgia Tech College of Management 1991 — 1996
BSMGT, Management, Accounting, History
Kennesaw State University 1996 — 1997
Accounting
Greater Valley Leadership 2003 — 2003
Steve Miller Jr.'s Prudential Annuities Experience January 2013 - Present
Job ManagerIT Service Management Tools Administration at Prudential Annuities
Industry Information Technology and Services
Experience
Prudential Annuities January 2013 - Present
Prudential Financial December 2011 - Present
IBM April 2007 - January 2012
The Hartford 2000 - 2008
The Hartford Financial Services Group April 2006 - April 2007
The Hartford Insurance Group December 2000 - April 2006
Travelers Insurance September 1998 - December 2000
Skills
IT Service Management, ITIL, BMC Remedy, Service-Now, Incident Management, VMware, Change Management, Business Analysis, PMP, Service Management, Windows Server, ITIL Certified, Service Delivery, Sla, IT Management, Business Continuity, IT Strategy, Configuration Management, Enterprise Architecture, Vendor Management, Process Improvement, PMO, IT Operations, Solution Architecture, Disaster Recovery, Project Portfolio..., SDLC, Data Center, Requirements Gathering, Infrastructure, Resource Management, SharePoint, Requirements Analysis, Management, Integration
Education
Central Connecticut State University 1992 — 1996
BS, Management
EHS
EHS
Prudential Annuities January 2013 - Present
Prudential Financial December 2011 - Present
IBM April 2007 - January 2012
The Hartford 2000 - 2008
The Hartford Financial Services Group April 2006 - April 2007
The Hartford Insurance Group December 2000 - April 2006
Travelers Insurance September 1998 - December 2000
Skills
IT Service Management, ITIL, BMC Remedy, Service-Now, Incident Management, VMware, Change Management, Business Analysis, PMP, Service Management, Windows Server, ITIL Certified, Service Delivery, Sla, IT Management, Business Continuity, IT Strategy, Configuration Management, Enterprise Architecture, Vendor Management, Process Improvement, PMO, IT Operations, Solution Architecture, Disaster Recovery, Project Portfolio..., SDLC, Data Center, Requirements Gathering, Infrastructure, Resource Management, SharePoint, Requirements Analysis, Management, Integration
Education
Central Connecticut State University 1992 — 1996
BS, Management
EHS
EHS
Claudia Coebler's Prudential Annuities Experience 2004 - 2006
Job Senior Designer, Director at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management Americas March 2010 - Present
UBS Financial Services, Inc. June 2008 - March 2010
UBS Financial Services, Inc. June 2006 - June 2008
Prudential Annuities 2004 - 2006
Prudential Investments 2002 - 2004
Prudential Securities & Investments 1993 - 2002
Self-employed 1992 - 1993
Soap Opera Update Magazine 1991 - 1992
Skills
Graphic Design, Financial Services, Creative Strategy, Marketing Communications, Creative Work, Direct Mail, Marketing Strategy, Advertising, Adobe Acrobat, Marketing, Layout, Art Direction, Newsletters, Brochures, Strategy, Email Marketing, Direct Marketing, Marketing Management, Branding & Identity, Corporate Branding, Brand Development, Creative Direction, Management, Collateral, Integrated Marketing, Graphics, Web Design, Adobe Creative Suite, Corporate Identity, InDesign, Corporate Communications, Digital Marketing, Website Development, Online Marketing, Content Management, Social Media Marketing, User Experience
Education
Muskingum College 1971 — 1975
BA, Fine Arts, English
Parsons School of Design
· The New School
UBS Wealth Management Americas March 2010 - Present
UBS Financial Services, Inc. June 2008 - March 2010
UBS Financial Services, Inc. June 2006 - June 2008
Prudential Annuities 2004 - 2006
Prudential Investments 2002 - 2004
Prudential Securities & Investments 1993 - 2002
Self-employed 1992 - 1993
Soap Opera Update Magazine 1991 - 1992
Skills
Graphic Design, Financial Services, Creative Strategy, Marketing Communications, Creative Work, Direct Mail, Marketing Strategy, Advertising, Adobe Acrobat, Marketing, Layout, Art Direction, Newsletters, Brochures, Strategy, Email Marketing, Direct Marketing, Marketing Management, Branding & Identity, Corporate Branding, Brand Development, Creative Direction, Management, Collateral, Integrated Marketing, Graphics, Web Design, Adobe Creative Suite, Corporate Identity, InDesign, Corporate Communications, Digital Marketing, Website Development, Online Marketing, Content Management, Social Media Marketing, User Experience
Education
Muskingum College 1971 — 1975
BA, Fine Arts, English
Parsons School of Design
· The New School
Todd Wolak's Prudential Annuities Experience April 2013 - Present
Job Sales Consultant at Prudential Annuities
Industry Financial Services
Experience
Prudential Annuities April 2013 - Present
Prudential Annuities December 2012 - April 2013
Prudential Annuities April 2011 - December 2012
Prudential Annuities August 2009 - April 2011
Skills
Financial Services, Insurance, Competitive Analysis, Investments, Marketing, Retirement, Sales, Fixed Annuities, Retirement Planning, Series 63
Education
Sacred Heart University 2012 — 2013
Master of Business Administration (M.B.A.), Management
Quinnipiac University 2007 — 2009
Bachelor of Science (BS), Finance, General
Prudential Annuities April 2013 - Present
Prudential Annuities December 2012 - April 2013
Prudential Annuities April 2011 - December 2012
Prudential Annuities August 2009 - April 2011
Skills
Financial Services, Insurance, Competitive Analysis, Investments, Marketing, Retirement, Sales, Fixed Annuities, Retirement Planning, Series 63
Education
Sacred Heart University 2012 — 2013
Master of Business Administration (M.B.A.), Management
Quinnipiac University 2007 — 2009
Bachelor of Science (BS), Finance, General
Michael Visconti, CFP(r)'s Prudential Annuities Experience May 2010 - December 2011
Job Regional Vice President at Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2012 - Present
Prudential Annuities May 2010 - December 2011
Prudential Financial July 2007 - May 2010
Prudential Financial January 2006 - July 2007
Prudential Financial June 2004 - January 2006
Neuberger Berman September 2003 - June 2004
Skills
Sales, Business Development, Series 7, Mutual Funds, Wealth Management, Series 6, Series 63, Retirement Planning, Securities, Asset Managment, Strategy Creation, Series 65, Marketing, MBA, Variable Annuities, New Business Development, Sales Operations, Finance, Leadership, Insurance, 401k, Strategy, Strategic Partnerships
Education
Fairfield University 2002 — 2004
Masters of Science, Finance
The University of Connecticut 1996 — 2000
Bachelor of Science, Finance / Risk Management and Insurance
Prudential Financial January 2012 - Present
Prudential Annuities May 2010 - December 2011
Prudential Financial July 2007 - May 2010
Prudential Financial January 2006 - July 2007
Prudential Financial June 2004 - January 2006
Neuberger Berman September 2003 - June 2004
Skills
Sales, Business Development, Series 7, Mutual Funds, Wealth Management, Series 6, Series 63, Retirement Planning, Securities, Asset Managment, Strategy Creation, Series 65, Marketing, MBA, Variable Annuities, New Business Development, Sales Operations, Finance, Leadership, Insurance, 401k, Strategy, Strategic Partnerships
Education
Fairfield University 2002 — 2004
Masters of Science, Finance
The University of Connecticut 1996 — 2000
Bachelor of Science, Finance / Risk Management and Insurance
David Maw's Prudential Annuities Experience June 2012 - August 2014
Job Payment Network Strategy at GE Capital
Industry Financial Services
Experience
GE Capital August 2014 - Present
Prudential Annuities June 2012 - August 2014
Royal Bank of Scotland June 2007 - June 2012
Bank of America 2000 - 2007
Skills
Credit Cards, Debit Cards, Gift Cards, Payments, Retail Banking, Product Management, Relationship Management, Vendor Management, Contract Negotiation, Process Management, Process Improvement, Financial Modeling, ATM networks, ATMs, Banking, Financial Risk, Management, Strategy, Risk Management, Financial Services
Education
University of Massachusetts Dartmouth
Bachelor's degree, Accounting
GE Capital August 2014 - Present
Prudential Annuities June 2012 - August 2014
Royal Bank of Scotland June 2007 - June 2012
Bank of America 2000 - 2007
Skills
Credit Cards, Debit Cards, Gift Cards, Payments, Retail Banking, Product Management, Relationship Management, Vendor Management, Contract Negotiation, Process Management, Process Improvement, Financial Modeling, ATM networks, ATMs, Banking, Financial Risk, Management, Strategy, Risk Management, Financial Services
Education
University of Massachusetts Dartmouth
Bachelor's degree, Accounting
Alex MacGillivray's Prudential Annuities Experience 2006 - 2009
Job Principal and Owner
Industry Financial Services
Experience
Realty Capital Securities June 2009 - April 2015
RC Securities, Inc. 2009 - 2010
Prudential Annuities 2006 - 2009
Prudential Financial January 2006 - December 2008
Prudential 2006 - 2008
Lincoln Financial Group 2004 - 2006
Lincoln Financial Distributors 2003 - 2006
Equitable Distributors 2000 - 2002
AXA Distributors 1997 - 2002
AXA/Equitable 1996 - 2002
Skills
Series 24, Licensing, Fixed Annuities, Series 7, Series 63, Insurance, Investment Advisory, Alternative Investments, Mutual Funds, Organizational..., Mergers, Series 6, Asset Managment, Investments, Health Insurance, Wealth Management, Retirement, Retirement Planning, Asset Allocation, Customer Service, Sales, Securities, Financial Services
Education
Creighton University 1979 — 1983
BA, Psychology
Realty Capital Securities June 2009 - April 2015
RC Securities, Inc. 2009 - 2010
Prudential Annuities 2006 - 2009
Prudential Financial January 2006 - December 2008
Prudential 2006 - 2008
Lincoln Financial Group 2004 - 2006
Lincoln Financial Distributors 2003 - 2006
Equitable Distributors 2000 - 2002
AXA Distributors 1997 - 2002
AXA/Equitable 1996 - 2002
Skills
Series 24, Licensing, Fixed Annuities, Series 7, Series 63, Insurance, Investment Advisory, Alternative Investments, Mutual Funds, Organizational..., Mergers, Series 6, Asset Managment, Investments, Health Insurance, Wealth Management, Retirement, Retirement Planning, Asset Allocation, Customer Service, Sales, Securities, Financial Services
Education
Creighton University 1979 — 1983
BA, Psychology
Kimberly Haydostian's Prudential Annuities Experience August 2009 - May 2011
Job Operations Specialist at Terex Financial Services, Inc.
Industry Financial Services
Experience
Terex Financial Services, Inc May 2011 - Present
Prudential Annuities August 2009 - May 2011
GE Capital Services, Structured Finance Group, Inc March 2000 - January 2002
GE Capital Services Structured Finance Company, Inc. October 1989 - August 1998
Education
Fairfield University 1995 — 1998
MA, Community Counseling
Sacred Heart University 1985 — 1989
B.S., Finance
Terex Financial Services, Inc May 2011 - Present
Prudential Annuities August 2009 - May 2011
GE Capital Services, Structured Finance Group, Inc March 2000 - January 2002
GE Capital Services Structured Finance Company, Inc. October 1989 - August 1998
Education
Fairfield University 1995 — 1998
MA, Community Counseling
Sacred Heart University 1985 — 1989
B.S., Finance
Carly Lavin, FSA, MAAA's Prudential Annuities Experience October 2010 - Present
Job Director, Product Management Prudential Annuities
Industry Insurance
Experience
Prudential Annuities October 2010 - Present
Prudential Retirement 2009 - November 2010
Prudential Retirement July 2008 - March 2010
ING 2005 - 2008
Skills
Pricing, Product Management, ALM, Economic Capital, Actuarial Science, Insurance, Retirement, Fixed Annuities, Analysis, Investments, Life Insurance, Strategy, Financial Modeling, Financial Analysis, Portfolio Management, Risk Management, Business Strategy, Financial Services, 401k, Forecasting, Cross-functional Team..., Financial Risk, Process Improvement, Business Analysis
Education
Bryant University 2001 — 2005
Applied Actuarial Mathematics
Prudential Annuities October 2010 - Present
Prudential Retirement 2009 - November 2010
Prudential Retirement July 2008 - March 2010
ING 2005 - 2008
Skills
Pricing, Product Management, ALM, Economic Capital, Actuarial Science, Insurance, Retirement, Fixed Annuities, Analysis, Investments, Life Insurance, Strategy, Financial Modeling, Financial Analysis, Portfolio Management, Risk Management, Business Strategy, Financial Services, 401k, Forecasting, Cross-functional Team..., Financial Risk, Process Improvement, Business Analysis
Education
Bryant University 2001 — 2005
Applied Actuarial Mathematics
Joseph M. Fuschillo CIMA's Prudential Annuities Experience November 2006 - January 2009
Job EVP BNY/Dreyfus
Industry Financial Services
Experience
BNY/Dreyfus February 2012 - Present
American Independence Financial Services April 2010 - February 2012
Prudential Annuities November 2006 - January 2009
UBS Wealth Management June 1985 - November 2006
UBS Wealth Management June 1985 - November 2006
Skills
Mutual Funds, Annuities, Asset Management, Wealth Management, Banking, Asset Managment, Financial Services, Fixed Income, Insurance, Relationship Management, Sales, Strategic Financial..., Fixed Annuities, Financial Advisory, Venture Capital, Start-ups, Securities, Finance, Investment Management, Series 7, Leadership, Hedge Funds, Financial Planning
Education
Adelphi University
MBA, Economics
Chaminade High School
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science, Finance
BNY/Dreyfus February 2012 - Present
American Independence Financial Services April 2010 - February 2012
Prudential Annuities November 2006 - January 2009
UBS Wealth Management June 1985 - November 2006
UBS Wealth Management June 1985 - November 2006
Skills
Mutual Funds, Annuities, Asset Management, Wealth Management, Banking, Asset Managment, Financial Services, Fixed Income, Insurance, Relationship Management, Sales, Strategic Financial..., Fixed Annuities, Financial Advisory, Venture Capital, Start-ups, Securities, Finance, Investment Management, Series 7, Leadership, Hedge Funds, Financial Planning
Education
Adelphi University
MBA, Economics
Chaminade High School
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science, Finance
Nancy Newsom's Prudential Annuities Experience May 2007 - Present
Job Sr. Strategic Relationship Manager at Prudential Annuities
Industry Insurance
Experience
Prudential Annuities May 2007 - Present
Wachovia 1996 - 2007
Skills
Banking, Business Analysis, Customer Service, Finance, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Mutual Funds, Portfolio Management, Process Improvement, Relationship Management, Retirement, Project Management, Retirement Planning, Risk Management, Securities, Series 6, Series 7, Series 63, Wealth Management
Education
Georgia State University
BBA, Finance
Louisiana State University
Prudential Annuities May 2007 - Present
Wachovia 1996 - 2007
Skills
Banking, Business Analysis, Customer Service, Finance, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Mutual Funds, Portfolio Management, Process Improvement, Relationship Management, Retirement, Project Management, Retirement Planning, Risk Management, Securities, Series 6, Series 7, Series 63, Wealth Management
Education
Georgia State University
BBA, Finance
Louisiana State University
Kyle Nye's Prudential Annuities Experience October 2010 - November 2013
Job Financial Advisor, CUSO Financial Services, L.P. at Scient Federal Credit Union
Industry Financial Services
Experience
Scient Federal Credit Union December 2014 - Present
First Niagara Bank November 2013 - November 2014
Prudential Annuities October 2010 - November 2013
Morgan Stanley Smith Barney September 2009 - November 2010
Barnum Financial Group March 2004 - January 2009
New York Life Insurance Company 2009 - 2009
Dunbar Armored October 2002 - October 2003
Education
Southern Connecticut State University 2001 — 2002
Bachelor of Science, Marketing
Bryant University 1999 — 2001
bachelor of science, Business Administration
Guilford High School 1995 — 1998
Scient Federal Credit Union December 2014 - Present
First Niagara Bank November 2013 - November 2014
Prudential Annuities October 2010 - November 2013
Morgan Stanley Smith Barney September 2009 - November 2010
Barnum Financial Group March 2004 - January 2009
New York Life Insurance Company 2009 - 2009
Dunbar Armored October 2002 - October 2003
Education
Southern Connecticut State University 2001 — 2002
Bachelor of Science, Marketing
Bryant University 1999 — 2001
bachelor of science, Business Administration
Guilford High School 1995 — 1998
Tanyce Pereira's Prudential Annuities Experience May 1999 - June 2006
Job at Prudential
Industry Financial Services
Experience
Prudential July 2009 - Present
Prudential June 2006 - July 2009
Prudential Annuities May 1999 - June 2006
Skills
401k, Mutual Funds, Securities, Series 6, Strategic Financial..., Series 63, Series 7, Retirement, WebEx, Fixed Annuities, Investments, Variable Annuities, Retirement Planning, IRAs, Series 65, Asset Allocation, Relationship Management, Finance, Financial Services, Leadership
Education
Framingham State University 1995 — 1999
Arts, English
Prudential July 2009 - Present
Prudential June 2006 - July 2009
Prudential Annuities May 1999 - June 2006
Skills
401k, Mutual Funds, Securities, Series 6, Strategic Financial..., Series 63, Series 7, Retirement, WebEx, Fixed Annuities, Investments, Variable Annuities, Retirement Planning, IRAs, Series 65, Asset Allocation, Relationship Management, Finance, Financial Services, Leadership
Education
Framingham State University 1995 — 1999
Arts, English
Bradley Powell's Prudential Annuities Experience 2005 - 2008
Job Regional Marketing Director, Raymond James Insurance Group
Industry Financial Services
Experience
Raymond James Insurance Group October 2011 - Present
The Dempsey Cos March 2009 - October 2011
Prudential Annuities 2005 - 2008
Jackson National Life 1994 - 2006
Keyport Life Insurance Company 1989 - 1994
Integrated Resources 1987 - 1989
Skills
Uniform Combined State..., Marketing, Sales, Financial Services, Wealth Management, Retirement Planning, Investment Advisory, Investments, Financial Advisory, Life Insurance, Portfolio Management, Fixed Annuities, Series 7, IRAs, Sales Management, Real Estate, Series 63, Asset Allocation, Long-term Care, Mutual Funds, Alternative Investments, Financial Planners, Retirement, Insurance, Equities, Banking, Variable Annuities, Term Life Insurance, Series 6, FINRA, Relationship Management, Investment Strategies, Disability Insurance, Wealth, Strategic Financial..., Securities, Investment Management, Fixed Income, Separately Managed..., Series 65, Underwriting, Strategic Planning, Risk Management, 401k, Customer Retention, Estate Planning, Asset Management, Series 24, Bonds, ETFs
Education
University of South Florida - College of Business Administration
Bachelor of Arts (B.A.)
Raymond James Insurance Group October 2011 - Present
The Dempsey Cos March 2009 - October 2011
Prudential Annuities 2005 - 2008
Jackson National Life 1994 - 2006
Keyport Life Insurance Company 1989 - 1994
Integrated Resources 1987 - 1989
Skills
Uniform Combined State..., Marketing, Sales, Financial Services, Wealth Management, Retirement Planning, Investment Advisory, Investments, Financial Advisory, Life Insurance, Portfolio Management, Fixed Annuities, Series 7, IRAs, Sales Management, Real Estate, Series 63, Asset Allocation, Long-term Care, Mutual Funds, Alternative Investments, Financial Planners, Retirement, Insurance, Equities, Banking, Variable Annuities, Term Life Insurance, Series 6, FINRA, Relationship Management, Investment Strategies, Disability Insurance, Wealth, Strategic Financial..., Securities, Investment Management, Fixed Income, Separately Managed..., Series 65, Underwriting, Strategic Planning, Risk Management, 401k, Customer Retention, Estate Planning, Asset Management, Series 24, Bonds, ETFs
Education
University of South Florida - College of Business Administration
Bachelor of Arts (B.A.)
Anthony DePaolis Jr's Prudential Annuities Experience August 2009 - Present
Job Director, Curriculum Design and Career Development at Prudential Annuities
Industry Insurance
Experience
Prudential Annuities August 2009 - Present
Prudential Financial 2009 - Present
Hartford Life 2005 - 2009
The Hartford 2004 - 2009
Skills
Blended Learning, Instructional Design, Career Development, Curriculum Design, Employee Training, Curriculum Development, Needs Analysis, Instructor-led Training, Captivate, Learning Management, Organizational..., ADDIE, Training Delivery, Learning Management..., Performance Consulting, Workshop Facilitation, E-Learning, Adult Education, Leadership Development, Performance Improvement, Organizational..., Distance Learning
Education
Fairfield University
BA, English
Prudential Annuities August 2009 - Present
Prudential Financial 2009 - Present
Hartford Life 2005 - 2009
The Hartford 2004 - 2009
Skills
Blended Learning, Instructional Design, Career Development, Curriculum Design, Employee Training, Curriculum Development, Needs Analysis, Instructor-led Training, Captivate, Learning Management, Organizational..., ADDIE, Training Delivery, Learning Management..., Performance Consulting, Workshop Facilitation, E-Learning, Adult Education, Leadership Development, Performance Improvement, Organizational..., Distance Learning
Education
Fairfield University
BA, English
Josh Anton's Prudential Annuities Experience February 2008 - March 2010
Job Regional Sales Manager at Great American Financial Resources
Industry Financial Services
Experience
Great American Financial Resources March 2010 - Present
Prudential Annuities February 2008 - March 2010
Lincoln Financial Distributors 1999 - 2008
Skills
Sales Management, Mutual Funds, Fixed Annuities, Insurance, Financial Services, Life Insurance, Series 7, Sales, Retirement Planning, Retirement, Strategic Financial..., Series 6, Variable Annuities, Management, Investments, Securities, Series 63
Education
Bloomsburg University of Pennsylvania 1993 — 1998
BS, Finance
Great American Financial Resources March 2010 - Present
Prudential Annuities February 2008 - March 2010
Lincoln Financial Distributors 1999 - 2008
Skills
Sales Management, Mutual Funds, Fixed Annuities, Insurance, Financial Services, Life Insurance, Series 7, Sales, Retirement Planning, Retirement, Strategic Financial..., Series 6, Variable Annuities, Management, Investments, Securities, Series 63
Education
Bloomsburg University of Pennsylvania 1993 — 1998
BS, Finance
Heather Dodge's Prudential Annuities Experience March 2002 - February 2010
Job Founding Specialist EVER Skincare
Industry Retail
Experience
Stella & Dot June 2012 - Present
Prudential Annuities March 2002 - February 2010
bear sterns 2000 - 2002
Skills
Financial Services, Styling, Sales, Trade Shows, Time Management, Salesforce.com, Customer Service, Relationship Management, Entrepreneurship, Advertising, Direct Marketing, Insurance, Vendor Management, Facebook, Management, Leadership, Process Improvement, Training, Investments
Education
Fairfield University 2007 — 2009
Bachelor of Science (B.S.)
Arizona State University 1995 — 1999
Stella & Dot June 2012 - Present
Prudential Annuities March 2002 - February 2010
bear sterns 2000 - 2002
Skills
Financial Services, Styling, Sales, Trade Shows, Time Management, Salesforce.com, Customer Service, Relationship Management, Entrepreneurship, Advertising, Direct Marketing, Insurance, Vendor Management, Facebook, Management, Leadership, Process Improvement, Training, Investments
Education
Fairfield University 2007 — 2009
Bachelor of Science (B.S.)
Arizona State University 1995 — 1999
Alisha O'Connell's Prudential Annuities Experience August 2009 - July 2010
Job MPH Candidate at University of South Carolina
Industry Hospital & Health Care
Experience
South Carolina Department of Health and Environmental Control February 2015 - Present
Eastern Maine Medical Center February 2013 - June 2014
NJM Trust Agency August 2011 - May 2012
Prudential Annuities August 2009 - July 2010
The Connecticut Center for Economic Analysis June 2008 - February 2009
UConn Athletics May 2007 - June 2008
Skills
Research, Data Entry, Customer Service, Microsoft Excel, Filing, Telephone Skills, Microsoft Word, PowerPoint, Healthcare, CPR Certified, Administration
Education
University of South Carolina-Columbia 2014 — 2015
Master’s Degree, Health Services Policy and Management
The University of Maine 2010 — 2013
Bachelor of Science, Biology
University of Connecticut 2005 — 2009
Bachelors, Economics
South Carolina Department of Health and Environmental Control February 2015 - Present
Eastern Maine Medical Center February 2013 - June 2014
NJM Trust Agency August 2011 - May 2012
Prudential Annuities August 2009 - July 2010
The Connecticut Center for Economic Analysis June 2008 - February 2009
UConn Athletics May 2007 - June 2008
Skills
Research, Data Entry, Customer Service, Microsoft Excel, Filing, Telephone Skills, Microsoft Word, PowerPoint, Healthcare, CPR Certified, Administration
Education
University of South Carolina-Columbia 2014 — 2015
Master’s Degree, Health Services Policy and Management
The University of Maine 2010 — 2013
Bachelor of Science, Biology
University of Connecticut 2005 — 2009
Bachelors, Economics
Loren Balletto-Cole's Prudential Annuities Experience March 2012 - March 2013
Job Project Leader Marketing at Prudential Annuities
Industry Insurance
Experience
Prudential Financial 2011 - Present
Prudential Annuities March 2012 - March 2013
Prudential Annuities January 2011 - March 2012
MetLife March 2002 - January 2011
Westfield Corporation 1999 - 2002
Skills
Series 6, Long-term Care, Marketing, Insurance
Education
Fairfield University 2004 — 2006
MBA, Management
Loyola University Maryland 1994 — 1998
BBA, Marketing
Prudential Financial 2011 - Present
Prudential Annuities March 2012 - March 2013
Prudential Annuities January 2011 - March 2012
MetLife March 2002 - January 2011
Westfield Corporation 1999 - 2002
Skills
Series 6, Long-term Care, Marketing, Insurance
Education
Fairfield University 2004 — 2006
MBA, Management
Loyola University Maryland 1994 — 1998
BBA, Marketing
Sylvia Hazard's Prudential Annuities Experience March 2006 - Present
Job Sr. Administrative Assistant at Prudential Annuities
Industry Financial Services
Experience
Prudential Annuities March 2006 - Present
Prudential Annuities March 2006 - Present
Education
Lasell College
Associate of Science (A.S.), Executive/Legal Secretarial
Prudential Annuities March 2006 - Present
Prudential Annuities March 2006 - Present
Education
Lasell College
Associate of Science (A.S.), Executive/Legal Secretarial
Sharif Rodgers's Prudential Annuities Experience May 2003 - February 2010
Job Senior Account Executive at AM Computers
Industry Marketing and Advertising
Experience
AM Computers May 2012 - Present
Mr. Max Industries August 2011 - January 2012
SHARE! March 2010 - December 2010
Prudential Annuities May 2003 - February 2010
American Skandia November 1997 - May 2003
Skills
Direct Sales, Inside Sales, Sales Management, Volunteer Coordination, Team Building, New Business Development, Leadership, Sales Operations, Fixed Annuities, Budgets, Mutual Funds, Volunteer Management, Sales, Strategic Planning, Marketing, Management, Customer Service, Entrepreneurship, Account Management, Investments, Building Relationships, Series 6, Relationship Building, Strategy
Education
Southern Connecticut State University
B. S., Business Administration
United States Coast Guard Academy
Business Management
AM Computers May 2012 - Present
Mr. Max Industries August 2011 - January 2012
SHARE! March 2010 - December 2010
Prudential Annuities May 2003 - February 2010
American Skandia November 1997 - May 2003
Skills
Direct Sales, Inside Sales, Sales Management, Volunteer Coordination, Team Building, New Business Development, Leadership, Sales Operations, Fixed Annuities, Budgets, Mutual Funds, Volunteer Management, Sales, Strategic Planning, Marketing, Management, Customer Service, Entrepreneurship, Account Management, Investments, Building Relationships, Series 6, Relationship Building, Strategy
Education
Southern Connecticut State University
B. S., Business Administration
United States Coast Guard Academy
Business Management
Sandye Mann's Prudential Annuities Experience July 2011 - February 2012
Job Financial Administration/Operations
Industry Financial Services
Experience
Prudential Annuities July 2011 - February 2012
Levett Rockwood, P.C., Westport, CT September 2007 - August 2008
BayernLB NY (f.k.a. Bayerische Landesbank) March 1997 - December 2003
AMBAC Capital Management, Inc./AMBAC Capital Funding, Inc. December 1992 - March 1997
Whitehead/Sterling February 1991 - November 1992
Skills
Detail and Service..., Paralegal certification, Flexible team player, Office Administration, Cash flow management..., Special projects, Accounting and audit..., Experience with..., Troubleshooting skills, Knowledge of financial..., Knowledge of ISDA rules, Prospected for new funds, Proven written and..., Legal research, Directed back office..., Ability to develop new..., Skilled financial..., Accustomed to..., Thorough approach to..., Skilled with e-filing..., Knowledge of Fixed..., Managed accounts..., DTC settlement skills, Experienced with..., Ability to handle..., Willing to work long..., Experienced with..., Skilled with contract..., Analysis of national...
Education
Norwalk Community College 2006 — 2007
Paralegal Certification, Paralegal, A
City University of New York City College
Master of Science, Education, Magna cum laude
State University of New York College at Geneseo
Bachelor of Science, Dual: Liberal Arts & Education
Prudential Annuities July 2011 - February 2012
Levett Rockwood, P.C., Westport, CT September 2007 - August 2008
BayernLB NY (f.k.a. Bayerische Landesbank) March 1997 - December 2003
AMBAC Capital Management, Inc./AMBAC Capital Funding, Inc. December 1992 - March 1997
Whitehead/Sterling February 1991 - November 1992
Skills
Detail and Service..., Paralegal certification, Flexible team player, Office Administration, Cash flow management..., Special projects, Accounting and audit..., Experience with..., Troubleshooting skills, Knowledge of financial..., Knowledge of ISDA rules, Prospected for new funds, Proven written and..., Legal research, Directed back office..., Ability to develop new..., Skilled financial..., Accustomed to..., Thorough approach to..., Skilled with e-filing..., Knowledge of Fixed..., Managed accounts..., DTC settlement skills, Experienced with..., Ability to handle..., Willing to work long..., Experienced with..., Skilled with contract..., Analysis of national...
Education
Norwalk Community College 2006 — 2007
Paralegal Certification, Paralegal, A
City University of New York City College
Master of Science, Education, Magna cum laude
State University of New York College at Geneseo
Bachelor of Science, Dual: Liberal Arts & Education
LINDA ASKEW's Prudential Annuities Experience January 1997 - June 2011
Job
Industry Hospital & Health Care
Experience
PRUDENTIAL ANNUITIES January 1997 - June 2011
Education
Community College of Philadelphia 2009 — 2011
Associate of Science (A.S.), Registered Nursing/Registered Nurse
PRUDENTIAL ANNUITIES January 1997 - June 2011
Education
Community College of Philadelphia 2009 — 2011
Associate of Science (A.S.), Registered Nursing/Registered Nurse
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO