Prudential Financial
Industry: Insurance company
DescriptionPrudential Financial, Inc. is an American Fortune Global 500 and Fortune 500 company whose subsidiaries provide insurance, investment management, and other financial products and services to both retail and institutional customers throughout the United States and in over 30 other countries. Headquarters: Newark, New Jersey, United States CEO: Charles F. Lowrey (Dec 1, 2018–) Revenue: 59.69 billion USD (2017) Subsidiaries: PGIM, Gibraltar BSN, PFI Mega Life Insurance,
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Prudential Financial Employees
Deloitte October 2014 - Present
Barclays Capital September 2008 - August 2012
Lehman Brothers Holdings April 2007 - September 2008
Prudential Financial May 2006 - April 2007
Skills
Level 3 CFA Candidate, Financial Modeling, Data Analysis, Financial Analysis, Bloomberg, Fixed Income, Valuation, Business Strategy, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Villanova University
Bachelor of Science (B.S.), Economics
Blue Crose Blue Shield MN January 1999 - June 2013
Prudential Financial January 1998 - December 1998
Skills
Training, Leadership, Management, Employee Benefits, Liability, Healthcare, Internal Audit, Insurance, Health Insurance, Claims Management, Property & Casualty..., Project Management, Product Management, Microsoft Office Suite, Xactimente, PEGA, RUMBA, MS Sharepoint, OPS
Education
University of Minnesota Duluth 1996 — 1999
Criminology
Covidien December 2014 - Present
Prudential Financial June 2013 - May 2014
Covidien May 2014 - 2014
Swipe It Technologies December 2006 - August 2010
Skills
Microsoft Office, Research, Microsoft Excel, Data Analysis, PowerPoint, Statistics, Microsoft Word, Public Speaking, Customer Service, Time Management, Financial Analysis, Social Media, Student Affairs, Leadership, Accounting, Analysis, Teamwork, Economics, Budgets, Financial Reporting, Facebook, Data Entry, Social Networking, Strategic Planning, Student Development, Social Media Marketing, Quantitative Analytics, Access
Education
UMass Dartmouth
Prudential Financial June 2015 - Present
United States Senate August 2014 - May 2015
Jakes Discount Liquors June 2014 - August 2014
Prescott School Board May 2009 - June 2010
WIEA February 2009 - May 2010
Skills
Negotiation, Communication, Foreign Affairs, Foreign Policy, Sales, Marketing, Political Communication, Foreign Languages, Public Speaking, Public Relations, Client Rapport, Research, Social Media, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Event Planning, Customer Service, Teamwork, Microsoft Office
Education
University of Minnesota Duluth 2010 — 2015
Bachelor of Arts (B.A.), International/Global Studies
Financial Services Company April 2014 - Present
National Agents Alliance March 2013 - March 2014
Prudential Financial May 2005 - March 2013
Skills
Customer Service, Retirement Planning, Disability Insurance, Customer Retention, Life Insurance, Selling, Sales, Term Life Insurance, Insurance, Retirement, Fixed Annuities, Salesforce.com, Whole Life, Financial Services, Life & Health Insurance..., Employee Benefits, Financial Planners, Series 6, Series 63, Sales Presentations, FINRA, Wealth, Qualified Retirement..., Securities, Permanent Life Insurance, Wealth Management, Relationship Management, 401k, Cold Calling, Public Speaking, Communication, Financial Planning, Leadership
Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), Communication, General
Park Center Sr High
Prudential Financial September 2012 - Present
Prudential Financial May 2008 - September 2012
EAS - Engineered Assembly Solutions June 2008 - December 2008
Olive Garden March 2005 - May 2008
Prudential Financial June 2007 - August 2007
Skills
Customer Service, Training & Development, Customer Relations, Technical Analysis, Microsoft Office, Sales Management, Negotiation, Employee Training, Training, Team Leadership, Analysis, Insurance, Marketing Strategy, Sales, Sales Operations, Team Building, Teamwork, Time Management
Education
University of Minnesota Duluth 2004 — 2008
Bachelor of Business Administration, Marketing
Wells Fargo November 2014 - Present
Caliber Home Loans 2014 - 2014
First Option Mortgage 2013 - 2014
Wells Fargo Home Mortgage March 2005 - September 2013
Prudential Financial November 1998 - June 2001
Skills
Sales, Customer Service, Business Development, Microsoft Office, Microsoft Excel, Microsoft Word, Credit, VA loans, Residential Mortgages, FHA, FHA financing, Mortgage Banking, Refinance, Mortgage Lending, Loan Origination, Reverse Mortgages, Loans, Government Loans, USDA, First Time Home Buyers, Construction Loans, Home Equity Lines of..., Non-Conforming, Debt Consolidation, Real Estate Financing, Home Equity, Home Equity Loans, Mortgage Marketing, FHA Financing, VA Loans
Education
Bethel Theological Seminary 2001 — 2004
Master of Arts (M.A.), Theological Studies
University of Minnesota-Morris 1992 — 1997
Bachelor of Arts (B.A.), Music Performance, Trombone
Forest Lake Sr. High School
Prudential Financial 2010 - Present
Brand Asset Group 2009 - 2010
SpikeDDB Advertising 2005 - 2008
Y&R 2003 - 2005
Young & Rubicam 2000 - 2003
Brouillard Communications 1997 - 2000
Skills
Project Management, Digital Marketing, Creative Strategy, Problem Solving, New Business Development, Strategic Planning, Presentations, Mobile Advertising, Account Management, Marketing Strategy, Management, Leadership
Education
George W. Wingate High School
University of Miami - School of Business
BBA, Marketing
Rapid7 March 2013 - Present
American Red Cross September 2009 - March 2013
Prudential Financial May 2008 - May 2009
Skills
Event Management, Event Planning, Events Coordination, Organization, Customer Service, Negotiation, Client Development, Cold Calling Experience, Vendor Relationships, Local Marketing, Project Sponsorship, Public Speaking, Work Well Independently, Highly detail oriented, Face to Face Sales, Face to Face..., Face to Face Selling, Key Account Management, Warm Calling, Account Management, Major Account..., Salesforce.com, NetSuite, Financial Services, Manage Client..., Client Presentation, LinkedIn, Building Relationships, Security, Sales Process, Lead Generation, Sales Presentations, CRM
Education
University of Massachusetts Dartmouth 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Prudential Financial July 2015 - Present
Foster Klima & Company and The Guardian February 2013 - July 2015
MetLife August 2008 - February 2013
Skills
Financial Advisory, Retirement Planning, Financial Planning, Investments, Finance, Financial Services, Strategic Planning, Management, Mutual Funds, Sales, Insurance, Strategy, Risk Management, Asset Allocation, Disability Insurance, Retirement
Education
University of Miami
Bachelors of Business Administration, International Finance and Marketing
CSC - Computer Sciences Corporation April 2015 - Present
Prudential Financial January 2013 - March 2015
The Hartford May 2004 - January 2013
Skills
Retirement, Financial Services, Insurance, Series 7, Retirement Planning, Customer Service, Process Improvement, Life Insurance, Leadership, Business Analysis, Microsoft Excel, Management, Risk Management, Relationship Management, Microsoft Office, Coaching, Finance, Financial Analysis, Business Process..., Call Centers, Outlook, Financial Planning, Financial Modeling, Research
Education
University of Minnesota-Twin Cities
Management Information Strategies
MassMutual Financial Group June 2007 - Present
Ameriprise Financial Services, Inc. June 2005 - June 2007
Prudential Financial May 2002 - May 2004
Skills
Retirement Planning, Insurance, CRM, Retirement, Marketing, Financial Services, Life Insurance, Disability Insurance, Long-term Care, Investments, Finance, Financial Advisory, Health Insurance
Education
University of Minnesota - Carlson School of Management 2004 — 2007
Master of Business Administration (MBA), Marketing
University of Nebraska-Lincoln 1997 — 2002
Bachelor's degree, Finance
Prudential Financial September 2014 - Present
Scouler & Company May 2012 - August 2012
University of Notre Dame December 2011 - May 2012
Dimensional Fund Advisors May 2011 - August 2011
Legal Aid & Defender Association of Detroit May 2010 - July 2010
TCF Bank February 2009 - August 2009
University of Michigan-Dearborn Bowling Team October 2004 - April 2008
Skills
Consulting, Corporate Finance, Corporate Law, Investments, Investment Advisory..., Bankruptcy, Business Restructures, Economics, Econometrics, Political Science, Fundraising, Business Valuation, DCF Valuation, Valuation Modeling
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Master of Business Administration (MBA)
University of Notre Dame Law School 2009 — 2013
Doctor of Law (JD)
University of Michigan-Dearborn 2003 — 2008
Bachelor of Arts (B.A.)
University of Michigan-Dearborn 2003 — 2008
Bachelor of Business Administration (BBA)
AOL January 2015 - Present
AOL Advertising January 2012 - December 2014
AOL 2011 - 2012
AOL 2007 - 2011
AOL 2004 - 2007
American Express May 2002 - December 2003
American Express November 2000 - May 2002
Prudential Financial June 1997 - August 1999
Prudential Securities February 1996 - May 1997
Skills
Digital Marketing, Digital Media, Branded Content..., Branded Entertainment, Native Advertising, Digital Video, Affiliate Marketing, Cost Per Acquisition, Strategic Partnerships, Integrated Marketing, Strategy, Marketing Strategy, Start-ups, Advertising, CRM, Digital Strategy, Interactive Marketing, Online Advertising, Mobile Marketing, Branded Content, Awesomeness
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Marketing and Management
University of Michigan 1991 — 1995
BA, Russian and East European Studies
La Sorbonne 1992 — 1993
French Studies
Prudential Financial June 2014 - August 2014
Pinnacle Insurance Solutions, LLC June 2013 - August 2013
Skills
Microsoft Office, C++, Applied Mathematics, Statistics, Data Analysis, Microsoft Excel, SAS programming, Microsoft Word, Risk Management, PowerPoint, Financial Economics, Accounting, Leadership, C++ Programming, ProVal, VBA
Education
University of Michigan 2011 — 2015
Bachelor’s Degree, Mathematics and Economics
The KNW Group April 2013 - Present
The Prudential Insurance Company of America, Newark, NJ December 2006 - December 2012
The Prudential Insurance Company of America, Newark, NJ September 2003 - December 2006
The Prudential Insurance Company of America, Newark, NJ March 2000 - September 2003
Prudential Financial October 1998 - March 2000
Martin Financial Services, Inc. March 1994 - October 1998
Skills
Series 7, Series 63, series 26, Life Insurance, Long Term Care Insurance, Disability Insurance, FINRA, Risk Management, Financial Services, Retirement Planning, Insurance, Employee Benefits
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Journalism
Goldman Sachs June 2014 - Present
Goldman Sachs June 2013 - August 2013
Prudential Financial May 2012 - August 2012
University of Miami August 2011 - May 2012
Eze Castle Integration June 2011 - August 2011
Parness & Parness Accounting Firm January 2009 - May 2009
Skills
Statistics, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Data Analysis, Social Media, Leadership, Event Planning, Financial Analysis, Teamwork
Education
University of Miami 2010 — 2014
Bachelor of Science, Computer Science and Mathematics
Media Extension Inc. August 2014 - Present
Consultant January 2014 - August 2014
Ogilvy & Mather March 2013 - December 2013
MEC Interaction April 2010 - February 2013
Prudential Financial September 2009 - April 2010
Digitas December 2005 - August 2009
Skills
Digital Media, Online Advertising, comScore, Media Planning, Media Buying, Digital Strategy, Digital Marketing, DoubleClick, Mobile Marketing, Display Advertising, PPC, Ad Serving, Mobile Advertising, Campaign Management, Media Strategy, Advertising, MediaMind, Interactive Marketing, SEM, New Media, Microsoft Excel, PowerPoint, Outlook, Integrated Marketing, Affiliate Marketing, Rich Media, Atlas, Web Analytics, Analytics, Market Research, Social Media Marketing, Email Marketing, Interactive Advertising, Google Adwords, Advertising Sales, Google Analytics, Search Advertising, Customer Insight, Omniture, Behavioral Targeting, Direct Response, Integrated Media, Content Strategy, Traditional Media, Strategy, Ad Exchanges, Demand Side Platform, DART for Advertisers, Mobile Devices, Online Marketing
Education
University of Massachusetts, Amherst 2000 — 2005
Double Major: Bachelor of Arts, English & Communication; Minor in Spanish
The Hain Celestial Group June 2015 - Present
Facebook March 2014 - June 2015
Prudential Financial September 2012 - March 2014
Univision January 2011 - September 2012
Burger King Corporation June 2006 - March 2010
glaceau December 2003 - May 2006
Red Bull November 2001 - December 2003
Wunderman April 2000 - November 2001
MASS Hispanic Marketing June 1997 - April 2000
Skills
Multicultural Marketing, Media Planning, FMCG, Field Marketing, Marketing, Integrated Marketing, Shopper Marketing, Relationship Marketing, Brand Architecture, Customer Insight, Interactive Marketing, Marketing Research, Brand Awareness, Multi-channel Marketing, Media Buying, Brand Management, Digital Marketing, Direct Marketing, Mobile Marketing, Marketing Management, Competitive Analysis, Segmentation, Strategy, Market Research, Marketing Strategy, Creative Direction, Analytics, Advertising, Market Planning, Cross-functional Team..., Leadership, Public Relations, Management, B2B, Business Planning, Brand Development, Digital Strategy, Sales Operations
Education
University of Miami 1992 — 1996
Bachelor of Science, Bachelor of Arts in Advertising and English literature with a Minor in Marketing, GPA: 3.8/4.0
Gulliver Preparatory 1988 — 1992
4-Year, Highschool
Prudential Financial September 2012 - Present
Northeast Pain Management May 2011 - August 2011
John W. Lefebvre & Associates January 2004 - May 2011
Skills
Microsoft Office, eMDs, Photoshop, Microsoft Exchange, Microsoft Excel, Mac OS X, Fax, SAS, PubMed, Claim Investigation, Disability Management, Health Insurance, Cpr Certified, Lotus Notes, Time Management, Data Analysis
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Science, Public Health Sciences
The Hartford September 1999 - Present
The Hartford June 1996 - November 1998
The Hartford May 1993 - June 1996
Prudential Financial September 1990 - May 1993
Skills
Requirements Gathering, Insurance, SDLC, Business Analysis, Data Modeling, Resource Management, Business Intelligence, Business Objects, Technical Training, Quality Center, System Testing, Technical Leadership, Interface Design..., Technical Presentations, Annuities, Mutual Funds, Retirement Plans, Data Warehousing, Systems Analysis, Experienced Business..., Personal Financial..., Project Management, Project Planning, Vendor Management, Property & Casualty..., Life Insurance, Variable Annuities, Fixed Annuities, Indexed Annuities, Series 6, Series 26, Series 63, Business Process, Mainframe, Requirements Analysis, Financial Services, User Acceptance Testing, Business Requirements, PMP, Retirement Planning, Testing, Process Improvement, Management, Business Process..., HP Quality Center
Education
University of Massachusetts, Amherst
Bachelor's Degree, Communications, Business Management Concentration
Prudential Financial May 2014 - Present
KPMG October 2011 - May 2014
Education
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor's degree, Accounting, International Business, Spanish Studies
Carroll Enterprises, Inc. 2012 - Present
Ameriprise Financial Services, Inc. 2006 - 2011
Seldin Company 2004 - 2006
Physicians Mutual Insurance Company 1995 - 2004
Prudential Financial 1993 - 1995
Prudential Financial 1986 - 1993
UNUM 1985 - 1986
Northwestern National Life Insurance Company 1981 - 1985
Skills
Underwriting Management, Customer Service..., Life, Disability,..., Disability Insurance, Budget Management, Project Management, Project Planning, Third Party Vendor..., Staff Development, Salary Administration, Operating Budgets, Underwriting, Property & Casualty..., Universal Life, Field Training, Medicare, Training, Teaching Adults
Education
University of Minnesota - Carlson School of Management
MBA, Master's of Business Administration
Insurance Designations Earned:
CLU, CPCU, ChFC, AALU, FLMI, HIA, ALHC, ACS
St. Catherine University
Bachelor of Arts (BA), French
EY March 2008 - Present
Prudential Financial July 2004 - March 2008
Skills
Risk Management, Mergers & Acquisitions, Financial Reporting, Variable Annuities, Life Insurance
Education
University of Michigan 2000 — 2004
Bachelor's degree, Actuarial Science & Economics
Prudential Financial May 2012 - Present
Prudential Financial August 2011 - May 2012
Prudential Financial July 2010 - August 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Account Management, Insurance, Event Planning, Strategic Planning, Public Speaking, Microsoft Word, Research, Social Media, Social Media Marketing, Team Building, Marketing Strategy, Market Research, New Business Development, Sales, Establishing and..., Series 7, Series 6, Series 63, Variable Annuities, Business Development, Retirement Planning, Relationship Management, Sales Presentations
Education
University of Massachusetts, Amherst 2006 — 2011
Bachelor's Degree, Economics
Prudential Financial March 2012 - February 2014
Eric T Denison Insurance September 2010 - March 2012
Ahold January 2008 - November 2008
EDS Corporation January 2006 - September 2006
Towers Perrin September 1999 - August 2004
Fidelity Investments May 1996 - April 1999
BTHR Solutions / BeneTemps March 1995 - May 1996
George Beram and Co April 1987 - January 1991
Prudential Financial September 1985 - March 1987
Skills
Actuarial, Defined Benefit, Pensions, Benefits, Outsourcing, Retirement, Employee Benefits, Actuarial Science
Education
University of Massachusetts Dartmouth 1979 — 1983
Bachelor of Arts, Political Science
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Financial Services, Inc. 1999 - 2009
Ameriprise Financial Services, Inc. 1996 - 1999
Prudential Financial 1985 - 1996
Skills
Series 7, Series 63
Education
University of Minnesota-Twin Cities 1983 — 1984
BA, Political Science
University of Minnesota-Duluth 1981 — 1982
chaska high school
chaska high school
Valspar May 2012 - Present
Genesis10 January 2012 - May 2012
Prudential Financial 2009 - January 2012
Entegris 2007 - 2009
Naviant Group 2007 - 2007
Graco 2005 - 2007
PrimeVest Financial Services 2003 - 2005
Wells Fargo 2002 - 2003
ADC Telecommunications 2000 - 2001
Norstan Consulting 1999 - 2001
Skills
Talent Acquisition, Executive Search, Applicant Tracking..., Time Management, Management, Recruiting, Employee Relations, Deferred Compensation, Employee Engagement, Human Resources, Interviews, Performance Management, Talent Management, Marketing, Workforce Planning, Leadership, College Recruiting, Account Management, Employment Law, Sales Management, New Hire Orientations, Personnel Management, Employer Branding, Customer Service
Education
University of Minnesota-Twin Cities 1985 — 2000
Bachelor of Arts, Theater
Lakeville Sr. High School
University of Minnesota-Morris
NAI Realvest February 2010 - Present
Benjamin P. Butera A.I.A. March 2001 - June 2010
Colbert Lane, LLC October 2001 - April 2010
Prudential Financial August 1998 - October 2001
Skills
Real Estate Investment, Real Estate Development, Real Estate Finance, Real Estate Transactions, Consultancy, Contract Negotiations, Investment Banking, Investments, Investment Properties, Real Estate Economics, Acquisitions, Brokerage, Finance, Commercial Real Estate, Marketing, Real Estate, Negotiation, Sales, Contract Negotiation, Disposition, Asset Management, REO, Entitlements, Real Estate Financing, Due Diligence, Leases
Education
University of Miami 1994 — 1998
BBA, Finance
Lake Brantley High School 1992 — 1994
The Burchfield Group 2009 - Present
Concur 2005 - 2009
Performark 2003 - 2005
Trans-Global Vacations 2001 - 2003
Clifton Properties 1992 - 1998
Prudential Financial 1970 - 1980
Skills
Lead Generation, Strategy, Business Development, Salesforce.com, Sales, B2B, SaaS, CRM, Sales Operations, Product Management, Market Research, Management, New Business Development, Customer Service, Selling, Cold Calling, Account Management, Leadership, Business Intelligence, Consultative Selling, Inbound Marketing, Sales Process, Solution Selling, Cross-functional Team..., Strategic Partnerships, Contract Negotiation, Pricing, Sales Presentations, Direct Sales, Competitive Analysis, Forecasting, Analytics, Marketing, Business Planning, Product Marketing, Strategic Planning, Customer Relations, PipelineDeals.com, HubSpot
Education
University of Minnesota - Carlson School of Management 1977 — 1981
Bachelor of Science in Business, Management, Business Administration
CreXus Investment Corp. 2009 - 2013
Central Michigan University July 2006 - August 2012
Property Portfolio Research (now part of CoStar Group) 2007 - 2009
J.P. Morgan Securities Inc. November 1997 - April 2005
Nomura Securities January 1994 - November 1997
Prudential Financial 1985 - 1993
Federal Reserve Bank of New York 1972 - 1985
Skills
Microsoft Excel, Real Estate, CMBS, Financial Analysis, Securities, Valuation, Asset Managment, Microsoft Office, Commercial Real Estate, Asset Management, Portfolio Management, Due Diligence, Investments, Real Estate Economics, Finance, Loans, Financial Modeling, Mortgage Lending, Risk Management, Credit Analysis, Economics, Banking
Education
University of Michigan
Doctor of Philosophy (Ph.D.), Economics
University of Michigan 1968 — 1972
Master of Arts (M.A.), Mathematical Statistics and Probability
Prudential Financial January 2011 - Present
United Technologies November 2009 - December 2010
UTC 2009 - December 2010
ING 2006 - 2009
Mass Mutual 2000 - 2006
Travelers 1998 - 2000
Aetna 1977 - 1998
Skills
Project Planning, PMO, PMP, Management, Requirements Analysis, Program Management, SDLC, Project Management, Visio, Process Improvement, Vendor Management, Business Analysis, Strategy, Business Process..., Project Portfolio..., Requirements Gathering
Education
University of Massachusetts, Amherst
BS, Communication & Management
ReadyRE, LLC January 2011 - Present
Century 21 Landmark Realty September 2009 - January 2011
Century 21 Landmark Realty September 2009 - January 2011
Prudential Financial 2006 - 2007
Chevy of Lowell 2002 - 2004
Skills
Listings, Sellers, New Home Sales, New Homes, Seniors, Foreclosures, Investors, Condos, Property Management, First Time Home Buyers, Customer Service, Relocation, Real Estate, Property, REO, Sales, Buyer Representation, ABR, Investment Properties, Referrals, Short Sales, Townhomes, Single Family Homes, Residential Homes, Buyers, HUD, Rentals, Income Properties, Real Property, e-PRO, Real Estate Transactions, Resellers, Apartments, Brokerage, Luxury, Waterfront, Marketing, Contract Negotiation, Strategic Planning, Negotiation, Small Business, Public Speaking
Education
University of Massachusetts Lowell 1995 — 1997
Northstar Financial Planners, Inc. July 2000 - Present
Ride to Awareness 2014 - Present
Northwestern Mutual May 1994 - June 2000
Prudential Financial August 1991 - May 1994
Skills
Strategic Financial..., Investments, Portfolio Management, Investment Advisory, Investment Strategies, Asset Allocation, Financial Advisory, Mutual Funds, Retirement, Wealth Management, Financial Services, Investment Management, Retirement Planning, Estate Planning, Wealth, Finance, Asset Management, Securities, Small Business, Equities, Management
Education
University of Miami 1980 — 1983
Bachelor's Degree, Violin Performance
University of Wisconsin-Madison 1978 — 1979
Flagstar Bank March 2015 - Present
Charter One Bank August 2014 - February 2015
Scottrade April 2014 - August 2014
Comerica October 2007 - April 2014
A.G. Edwards & Sons, Inc. April 2007 - September 2007
Prudential Financial October 2002 - April 2005
Skills
Financial Services, Finance, Securities, Microsoft Excel, Sales, Cross-functional Team..., Microsoft Office, Team Leadership, Team Building, Sales Management, Public Speaking, Research, Microsoft Word, PowerPoint, Operations Management, Public Relations, Contract Negotiation, Investments, Project Management
Education
University of Michigan 1998 — 2002
B.A., History
Prudential Financial April 2004 - Present
CIGNA Retirement June 2002 - April 2004
ING May 2000 - June 2002
Accenture August 1998 - May 2000
Skills
Business Process, Business Requirements, Analysis, Process Engineering, Leadership, Project Planning, Business Analysis, ETL, SDLC, Databases, Business Process..., Requirements Analysis, User Acceptance Testing, SOA, Process Improvement, Visio, Enterprise Architecture, Project Portfolio..., Requirements Gathering, IT Strategy
Education
University of Massachusetts, Amherst 1994 — 1998
B.S., Chemical Engineering
Westfield High School
PNC Financial Services, Inc. November 2012 - Present
Wells Fargo Home Mortgage December 2009 - October 2012
Wells Fargo Private Mortgage Banking December 2001 - December 2009
Wells Fargo Home Mortgage February 1996 - December 2001
Prudential Financial 1994 - 1996
Skills
Residential Mortgages, Credit Risk, Risk Analysis, Tax Return Analysis, Quality Assurance, Financial Analysis, Training Development..., Product & Program..., Coaching and Mentoring, Escalation Resolution, Excellent Communication..., Time Management, Team Management, Hiring Personnel, Building Relationships, Marketing, Refinance, Banking, Loans, Credit, FHA financing, Credit Analysis, Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Real Estate, Training, Underwriting, Management, Mortgage Underwriting, Consumer Lending, Commercial Lending, Construction Loans, Commercial Mortgages, Lines Of Credit, Financial Risk, Tax
Education
University of Minnesota Duluth 1980 — 1984
Bachelors, Business, Personnel & Industrial Relations
Fermat Capital Management, LLC October 2010 - Present
Rochdale Securities May 2009 - October 2010
Aon Benfield Securities April 2008 - May 2009
Lehman Brothers May 1998 - April 2008
Prudential Financial August 1995 - May 1998
Education
University of Michigan 1992 — 1995
BS, Mathematics / Statistics
Prudential Financial June 2014 - Present
Office of Multicultural Affairs January 2013 - Present
University of Massachusetts 2013 - Present
Superior Pie April 2012 - February 2013
Sel de la Terre January 2010 - May 2012
Skills
Restaurant Management, Culinary Skills, Food Service, Event Planning, Hospitality, Food, Event Management, PowerPoint, Hospitality Management, Social Media, Facebook, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Fine Dining, Public Relations, Training, Leadership, Cultural Competency, Time Management, Teamwork, Management
Education
UMass Lowell 2012 — 2016
International Business, French Minor
Wells Fargo Home Mortgage December 2013 - Present
Wells Fargo Insurance May 2006 - November 2013
Wells Fargo Home Mortgage 2003 - 2006
Hartford Life March 2000 - August 2003
Prudential Financial 1995 - 2000
Skills
Process Improvement, Insurance, Call Center, Call Centers, Sales, Customer Service, Strategy, Customer Experience, Risk Management, Business Analysis, Credit, Budgets, Management, Business Development, Banking, Mortgage Lending, Vendor Management, Business Process, Financial Services, Relationship Management, Leadership, Team Building
Education
University of Minnesota-Duluth 1982 — 1986
Bachelor of Science (BS), Mathematics
The Exetor Group 2007 - Present
Cendant Corporation 2003 - 2006
Prudential Financial 1987 - 2002
Skills
Executive Coaching, Leadership Development, Talent Management, Succession Planning, Culture Change, Executive Development, Management Development, Human Resources, Performance Management, Organizational..., Organizational..., Leadership, Coaching, Personnel Management, Change Management, 360 Feedback, Workshop Facilitation, MBTI, Organizational Design, Performance Consulting, Emotional Intelligence, Employee Engagement, Personal Development, Career Development, E-Learning, Workforce Planning, Business Coaching, Management Consulting, HR Transformation, Performance Improvement, Training Delivery, Training, HR Consulting, Learning Management, Onboarding
Education
University of Minnesota-Morris 1978 — 1982
BA, Psychology and Sociology
Amalgamated Bank September 2007 - Present
UBS Investment Bank November 2006 - September 2007
Prudential Financial January 2005 - November 2005
TD Waterhouse February 2000 - November 2005
Skills
Fixed Income, Prime Brokerage, Corporate Actions, Dividends, Securities, Bloomberg, Securities Lending, Settlement, Derivatives, Back Office, Middle Office, Hedge Funds, Risk Management, Capital Markets, Equities, Portfolio Management, Financial Services, Trading, Options, Financial Risk, Alternative Investments, AML, Asset Management, Mutual Funds, Investments, Banking, Bloomberg Terminal, Cash Management, Operational Risk, Investment Banking, Bonds, Relationship Management, Investment Management, Wealth Management, Credit Risk, Funding, FX Options, Loans, Credit, Financial Markets, Commercial Banking, Management
Education
University of Massachusetts, Amherst 1995 — 1999
B.A., Economics
Fieldston High School 1990 — 1994
Sessler Financial Consulting March 2011 - Present
Kenwood Care March 2011 - Present
Blackwell Asset Management March 2010 - March 2011
Rydex Investments January 2007 - June 2009
Rydex Investments July 2006 - December 2007
Rydex Investments January 2005 - June 2006
Prudential Financial 1998 - 2000
Education
University of Massachusetts, Amherst 1985 — 1988
BS, Hospitality Management
Lenovo April 2015 - Present
Lenovo September 2010 - Present
Lenovo May 2005 - September 2010
IBM October 2004 - May 2005
IBM Global Services 1997 - 2005
Prudential Financial 1994 - 1997
Skills
Systems Management, IT Strategy, Integration, Product Life Cycle..., IT Service Management, Deployment, Computer Hardware, Operating Systems, Retail, Windows, Product Lifecycle..., Strategy, Service Delivery, System Deployment, Solution Selling, Security, Technical Support, Cloud Computing, Enterprise Software
Education
University of Minnesota Duluth 1987 — 1994
BS, Mathematics, Probability and Statistics
University of Minnesota Duluth
University of Michigan August 2015 - Present
Prudential Financial June 2015 - August 2015
University of Michigan January 2015 - May 2015
Skills
Leadership, Business Statistics, Business Economics, Microsoft Office, PowerPoint, Microsoft Excel, Research, Public Speaking, Performing Arts, Choreography, Dance, Contemporary Dance, Flute, Orchestral Music, Music, Improvisation, Piano, Event Planning, Customer Service, Microsoft Word, Entrepreneurship, Economics, Data Analysis, Financial Analysis, Teamwork, Social Media
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2018
Wyoming Seminary 2011 — 2014
Rock Harbor LLC May 2014 - Present
Prudential Financial October 2010 - December 2013
Skills
Long Term Care Insurance, Fixed Annuities, Retirement, 529 Plans, Disability Insurance, Life Insurance, Term Life Insurance, Whole Life, Indexed Annuities, Health Insurance, P&C Insurance, Registered Investment..., Restricted Property..., Premium Financing, Healthcare, Series 6, 401k Rollovers
Education
University of Michigan
Paul Ruthfield October 2013 - Present
Oppnheimer & Company June 2011 - December 2011
MSSB 1992 - 2011
Prudential Financial 1982 - 1992
Skills
Investments, Retirement Planning, Asset Managment, Mutual Funds, Management, Wealth Management, Equities, Asset Allocation, Series 7, Trading, Marketing Strategy, Strategic Financial..., Securities, Portfolio Management, Investment Advisory, Investment Strategies, Series 63, Alternative Investments, Asset Management, Strategic Planning, Financial Advisory, 401k, FINRA, Wealth Management..., Fixed Income, ETFs, Hedge Funds, Investment Management
Education
University of Miami 1960 — 1964
BBA, FINANCE
Scivantage, Inc. 2007 - 2014
American International Group 2006 - 2007
Prudential Financial 1998 - 2006
Prudential Securities, Inc. 1982 - 1998
Skills
Finance, Financial Analysis, Mergers & Acquisitions, Risk Management, Financial Services, Start-ups, Executive Management, Forecasting, Analysis, Leadership, Vendor Management, Process Improvement, Strategy, Procurement, Real Estate, Management, Portfolio Management, Business Analysis, Project Management, SDLC
Education
University of Pennsylvania - The Wharton School
Wharton Executive Education
University of Miami
MBA
University of Tampa
Bachelor of Science (B.S.), Business Management and Economics
Aimco April 2014 - Present
Prudential Financial September 2013 - April 2014
Sport Ngin August 2012 - December 2013
TBI Residential and Community Homes July 2009 - August 2012
McDonald's Corporation June 2004 - January 2009
Skills
SAS programming, R, TV News Production, Video Editing, Microsoft Excel, PowerPoint, Data Analysis, Statistics
Education
University of Minnesota-Duluth 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Statistics, 3.068
Brainerd High School 2004 — 2008
EMD Millipore December 2010 - Present
American Vacuum Society New England Chapter April 2010 - Present
SNAP fitness (franchise) June 2008 - June 2014
EThink Tank Group March 2010 - February 2011
EMD Millipore May 2010 - December 2010
Jackson Hewitt tax services January 2010 - April 2010
Trillium Software 2005 - 2008
Prudential Financial 2004 - 2004
IBM 1999 - 2003
IBM 1999 - 2003
Skills
Sales, Project Management, Account Management, Salesforce.com, Process Improvement, Strategic Planning, Team Leadership, Customer Service, New Business Development, Business Analysis, Start-ups, Management, Social Media, Customer Satisfaction, CRM, Negotiation, Cross-functional Team..., Marketing, Analysis, Customer Retention, Program Management
Education
University of Massachusetts Lowell 1990 — 1994
M.B.A., General
University of New Hampshire 1985 — 1989
B.S., Mathematics with a Concentration in Economics
MassMutual Financial Group May 2014 - Present
Prudential Financial January 2013 - May 2014
The Hartford April 2010 - January 2013
The Hartford October 2007 - April 2010
Hop Meadow Country Club May 2003 - October 2007
Skills
Salesforce.com..., Brainshark, Camtasia, Microsoft Office, Training, Testing, Salesforce.com
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (B.A.), Hospitality Administration/Management
Martini Chiropractic Center May 2001 - Present
SINE WALL December 2012 - September 2014
Mid-Atlantic Eye Physicians April 2000 - August 2005
Prudential Financial 1997 - 1999
Skills
Process Improvement, Management, Healthcare, Lean Manufacturing, Resource Management, Finance, Project Management, Team Leadership, Budgets, Business Analysis, Business Process...
Education
University of Minnesota-Twin Cities 1993 — 1998
Bachelor of Arts (BA), Economics
Amazon April 2015 - Present
Amazon April 2013 - Present
Amazon April 2013 - Present
Ecolab July 2012 - March 2013
Target Corp June 2011 - August 2011
Duff & Phelps November 2004 - June 2010
JPMorgan Chase January 2003 - August 2004
Prudential Financial August 2000 - May 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg, Investments, Investment Banking, Mergers, Business Strategy, Competitive Analysis, Financial Reporting, Forecasting, Data Analysis, Equity Valuation, Mergers & Acquisitions, Lead Guitar, Portfolio Management, Capital Markets, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
University of St. Thomas - Opus College of Business 1996 — 2000
BBA, Finance, Economics
Panasonic Avionics Corporation December 2012 - Present
Harris RF Communications June 2008 - December 2012
General Dynamics C4 Systems February 2003 - May 2008
ADP January 2000 - May 2002
Javelin Technology August 1999 - January 2000
Prudential Financial June 1998 - August 1999
General Dynamics AIS March 1994 - June 1998
BAE Systems January 1990 - March 1994
ATK October 1986 - December 1989
Boeing Commercial Airplanes March 1985 - October 1986
Skills
Six Sigma, Cross-functional Team..., Integration, Testing, Program Management, Embedded Systems, MS Project, Project Management, Process Improvement, Management, Aerospace, Linux, Leadership, Systems Engineering, System Architecture, Engineering, Requirements Analysis, Product Development, Engineering Management, Embedded Software, Product Management, Earned Value Management, Software Engineering, DoD, Strategy, Software Project...
Education
University of Minnesota - Carlson School of Management 1991 — 1993
MS, Management Of Technology
University of Washington 1981 — 1985
BS, Electrical Engineering
Denny's May 2013 - Present
JJLI March 2011 - May 2013
Prudential Financial January 2012 - 2013
100 Montaditos September 2011 - April 2012
Burger King Corporation February 2010 - February 2011
Burger King Corporation April 2005 - February 2010
Burger King Corporation December 1999 - January 2005
Coca Cola enterprises 1985 - 2000
Coca-Cola Enterprises January 1995 - December 1999
Skills
Restaurant Management, Restaurants, P&L, Retail, Food, Local Store Marketing, Multi-unit, Franchise Consulting, P&L Management, Profitability, Succession Planning, Operations Management, Coaching, Team Building, Leadership Development, Hiring, Performance Management, Profit, Income Statement, Strategy, Team Leadership, Local Marketing, Budgets, Time Management, Employee Training, P&L Responsibility, Business Development, Franchising, Food & Beverage, Business Planning, Training, Market Planning, Food Service, Employee Relations, Food Safety, Strategic Planning, Management, Leadership, Forecasting, Merchandising, Sales, Customer Satisfaction, Human Resources, Inventory Management, Catering, Finance, Hospitality, Multi-Unit, POS
Education
University of Miami
Business, Spanish
Lia Auto Group June 2013 - Present
Prudential Financial January 2013 - June 2013
University of Massachusetts Lowell September 2009 - January 2013
S. Arnold & Co. May 2004 - August 2011
S. Arnold & Co January 2004 - January 2011
IES Computer Store October 2006 - April 2007
Skills
Financial Analysis, Microsoft Office, Accounting, Customer Service, Insurance, Financial Accounting, Securities, Microsoft Excel, Microsoft Word, PowerPoint, Google Docs, Data Entry, Series 6, Life & Health Licenses, Oral & Written..., Internet Explorer, Blackboard, iPhone, Gmail, Windows 8, Open Office, Reynolds, Dealer Track
Education
University of Massachusetts at Lowell 2008 — 2013
Bachelor's degree, Finance, General
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science, Finance
Royal Palace Chinese Restaurant May 2012 - March 2015
DLS Logistic Service May 2012 - May 2013
Prudential Financial September 2010 - January 2011
University of Massachusetts Amherst January 2009 - May 2010
Skills
Mandarin, Social Networking, Social Media Marketing, Photoshop, Translation, Purchasing, Inventory, Google Analytics, Advertising, Event Planning, WordPress, Illustrator, Logo Design, Web Design, Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts
Amity High School
Prudential Financial December 2013 - Present
TMT ELITE May 2013 - December 2013
BIO-BRAIN September 2011 - May 2013
Ameriprise Financial Services, Inc. June 1995 - December 2009
PepsiCo - Tropicana October 1990 - May 1995
FMC Corporation November 1989 - October 1990
Cadbury Schweppes Bottling Group November 1986 - October 1989
Skills
Talent Acquisition, Management, Strategic Financial..., Contract Negotiation, Business Development, Strategic Planning, Recruiting, Healthcare, Investments, Executive Search, Team Building, Marketing, Healthcare Management, Biotechnology, Coaching, New Business Development
Education
University of New Haven 1984 — 1986
Chemical Engineering
University of Massachusetts at Lowell 1976 — 1984
BS Chemistry, MS Plastics Engineering
SBG, Inc. September 2009 - Present
Ameriprise Financial January 2007 - June 2009
Various Companies 2006 - December 2006
Capital Professional Advisors, Inc. / Cap Pro Insurance Agency Services, Inc. July 2000 - October 2005
Prudential Financial 1995 - 2000
Management Compensation Group (Phýnque, Inc.) 1989 - 1995
Skills
Building Organizational..., Organizational..., Strategic Planning, Operations Management, Project Management, Business Systems..., Underwriting, Life Insurance, Disability Insurance, Long Term Care Insurance, Product Management, Licensing, Business Workflows, Business Development, Cross-functional Team..., Training & Development, Customer Engagement, Process Improvement..., Rapid Growth, Strategic Consulting, Insurance Software, Business Partner Support, Vendor Relationship..., Compliance Management, Program Development, Budgeting, Cost Benefit, Competitive Analysis
Education
University of Minnesota-Twin Cities
Bachelor’s Degree
University of Pennsylvania - The Wharton School
Eagle Home Mortgage April 2015 - Present
JPMorgan Chase & Co. June 1998 - April 2014
JPMorgan Chase & Co. April 1995 - June 1998
Prudential Financial February 1993 - March 1995
Dublin Securities, Inc January 1986 - February 1993
Skills
Leadership, Management, Public Speaking, Strategic Planning, Employee Engagement, Sales Management, Sales Operations, New Business Development, Competitive Strategies, Recruiting, Business Coaching, Professional Mentoring, Peer Mentoring, Investment Management, Retail Banking, Consumer Behaviour, Cross-functional Team..., Employee Learning &..., Community Relations..., Presentation Development, Productivity Coaching, Strategy, Sales, Finance, Marketing, Microsoft Office, Banking, Customer Service, Program Management, Team Building, Event Planning, Leadership Development
Education
University of Michigan
Bachelor of Arts (BA), Political Science and Anthropology
Prudential Financial June 2014 - August 2014
BBDO June 2013 - August 2013
Miami Basement January 2012 - January 2013
Country Club of Darien June 2012 - August 2012
WeeBurn Country Club June 2011 - August 2011
Skills
PowerPoint, Economics, Microsoft Office, Public Speaking, Advertising, Minitab, Microsoft Word, Microsoft Excel, Marketing, Editing, Excel, Word, Prezi.com Presentations, Spanish-speaking, Accounting, Corporate Finance, Event Planning
Education
University of Miami 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business, 3.78
Darien High School Class of 2011 2006 — 2011
Prudential Financial April 2014 - Present
Nelson Levine de Luca & Hamilton January 2014 - April 2014
Fred Beans Automotive July 2012 - December 2013
PeopleShare May 2011 - July 2012
The Media Education Foundation September 2010 - December 2010
PeopleShare May 2010 - August 2010
National Kidney Foundation May 2010 - August 2010
Skills
Employee Engagement, Onboarding, Recruiting, Applicant Tracking..., College Recruiting, Interviews, Temporary Staffing, Temporary Placement, Human Resources, Sourcing, Internet Recruiting, Talent Acquisition, Technical Recruiting, Screening Resumes, Contract Recruitment, Staffing Services, New Hire Orientations, Employee Relations, Cold Calling, Customer Retention, Job Fairs, Benefits Negotiation, Hiring, Permanent Placement, Benefits Administration, Employee Benefits, Negotiation, Resume Writing, Management, Screening, Employer Branding, Executive Search, Employee Training, Workforce Planning, Recruitment Advertising, Job Descriptions, Talent Management, HRIS, ADP Payroll, Taleo, Payroll, Training, HR Policies, PeopleSoft, Deferred Compensation, Career Development, Interview Preparation, Background Checks, Full-life Cycle..., HR Consulting
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelors, Communication
University of Michigan Ross School of Business June 2014 - Present
Colgate Palmolive June 2015 - August 2015
frockadvisor March 2015 - April 2015
Prudential Financial May 2010 - June 2014
Skills
Portfolio Management, Treasury, Strategy, Financial Analysis, Equity Capital Markets, Cash Flow, Finance, CRM, Loans, Valuation, Analysis, Credit, Investments, Loan Origination, Credit Risk, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Marketing and Entrepreneurship
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science in Business Administration
LiftPoint Consulting (formerly M Squared Group) November 2014 - Present
TopRank® Online Marketing September 2013 - November 2014
Caribou Coffee December 2008 - December 2013
TopRank Online Marketing May 2013 - September 2013
University of Minnesota-Duluth September 2012 - May 2013
Wildwoods Rehabilitation Center July 2012 - December 2012
Prudential Financial May 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, HTML, Java, Public Speaking, Teamwork, Windows, English, Event Planning, Writing, Tutoring, Work Well Independently, Oral & Written..., Training, Organization, Project Planning, Project Management, Journalism, Creative Writing, Creative Briefs, Grant Writing, Prezi, Argumentation, Editing, Marketing Communications, SEO, Marketing, Time Management, Facebook, Nonprofits, Corporate Communications, Press Releases, Social Networking, Leadership, Online Content Creation, Advertising, Social Media Marketing, Blogging, Public Relations, SEO copywriting, Fundraising, Social Marketing, Copywriting, Newsletters
Education
University of Minnesota-Duluth 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
University of Minnesota-Duluth 2009 — 2013
Bachelor of Arts (B.A.), Writing Studies with Professional Writing Emphasis
Midwest Secure Retirement June 2014 - Present
Great Plains Agency, Genworth Financial March 2013 - June 2014
Associated Financial Group January 2012 - January 2013
Financial Concepts Inc. of the Twin Cities January 2008 - August 2010
American Financial Marketing 2004 - 2007
Allianz Life Insurance Company 2000 - 2004
Prudential Financial 1989 - 2000
Education
University of Minnesota - Carlson School of Management 1979 — 1983
Bachelor of Science, Finance and Economics
thinkBIG Innovative Design and Marketing November 2010 - Present
Prudential Financial 2005 - 2010
Skills
Project Management, Account Management, Administrative..., Insurance, Leadership, Customer Service, Management, Sales Operations, Marketing Strategy, Process Improvement, Strategic Planning
Education
University of Minnesota-Twin Cities 1991 — 1992
Business, Management, Marketing, and Related Support Services
Osseo Sr. High School
Prudential Financial January 2014 - Present
Prudential Financial February 2011 - Present
Marsh & McLennan Agency 2003 - 2011
Allmerica Financial 1999 - 2003
Skills
Leadership, Insurance, Management, Financial Services, Finance, Financial Planning, Risk Management, Investments, Marketing Strategy, Securities, Investment Advisory, Mutual Funds, Retirement
Education
University of Massachusetts, Amherst 1979 — 1983
B.S., Legal Studies/Business Administration
University of Massachusetts, Amherst
Aon February 2014 - Present
Prudential Financial February 2013 - July 2013
UnitedHealth Group March 2007 - December 2012
Aetna, Inc August 1999 - March 2007
RSA April 1996 - August 1999
Bank of America February 1989 - April 1996
Skills
Talent Acquisition, Sourcing, Recruiting, Talent Management, Executive Search, Talent Identification, Human Resources, Strategic Sourcing, Employee Relations, Strategy, HR Consulting, Internet Recruiting, Taleo, LinkedIn Recruiter, Avature, Employer Branding, Healthcare, Social Networking, Process Improvement
Education
University of Massachusetts Dartmouth
BS, Marketing
Hamilton Connections, Inc. September 2010 - Present
Hudson Consulting Group January 2006 - September 2010
Prudential Financial April 2000 - June 2005
Skills
Recruiting, Talent Acquisition, College Recruiting, Talent Management, Employee Relations, Applicant Tracking..., Technical Recruiting, Resume Writing, Sourcing, Career Counseling, Onboarding, Executive Search, Recruitment Advertising, Human Resources, Contract Recruitment, Coaching, Temporary Placement, Interviews
Education
University of Massachusetts, Amherst 1994 — 1998
Fox News Channel February 2015 - May 2015
HBO June 2014 - August 2014
CBS Corporation November 2013 - May 2014
HBO May 2013 - August 2013
New Jersey Institute of Technology May 2013 - June 2013
Prudential Financial May 2013 - May 2013
Freedom Alliance July 2011 - July 2011
Skills
Leadership, Public Speaking, Strategy
Education
New Jersey Institute of Technology 2013 — 2017
Bachelor of Science (B.S.), Human Computer Interaction, Sophomore
University of Michigan 2014 — 2015
University of Michigan - Shanghai Jiao Tong University Joint Institute
Prudential Financial March 2010 - Present
MassMutual November 2000 - October 2009
Lee Hecht Harrison 2009 - 2009
MassMutual Financial Group November 2000 - June 2005
ING April 1998 - November 2000
Aetna 1995 - 1999
Skills
Insurance, Vendor Management, Process Improvement, Financial Services, Business Analysis, Visio, Change Management, Risk Management, Employee Benefits, Relationship Management, Business Requirements, Six Sigma, Business Process..., Securities, Software Documentation, Leadership, Strategic Planning, Team Building, Strategic Financial..., Project Management, SDLC, Requirements Gathering, Quality Assurance, Training
Education
University of Massachusetts, Amherst 2006 — 2010
Rockville High School
Prudential Financial 2012 - Present
Charles Schwab April 2006 - September 2012
Allegiant Asset Management January 2004 - April 2006
NATIONAL CITY CORPORATION/ALLEGIANT ASSET MANAGEMENT GROUP January 2004 - April 2006
OHIO SAVINGS INSURANCE AGENCY January 2001 - January 2003
Ohio Savings Insuarance Agency January 1999 - January 2001
Skills
RFP Machine, PMaps Proposal System, Asset Managment, Sales, PowerPoint, Business Development, Customer Service, Insurance, Marketing, Database Administration, Consulting, Editing, Finance, Online Research, Series 6, 401k, Series 26, Asset Management, FINRA, Financial Services, RFP, Management, Leadership, Project Management, Strategy, Investments, Process Improvement
Education
University of Miami 1991 — 1996
BS, Communication, Psychology
Aurora High School 1987 — 1991
Prudential Financial January 2013 - Present
The Hartford May 2006 - January 2013
Dayton Financial 2004 - 2005
Park Crest Baptist Nursing Home 2002 - 2004
Federal Reserve Bank of Minneapolis 1988 - 2002
Skills
Outlook, Research, Adjudication, Customer Service, Mainframe, Microsoft Excel, Lotus Notes, Coaching, Life Insurance, Insurance, Payroll, Human Resources, Data Analysis, Invoicing, Call Centers
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Sociology
McLellan Financial Services 1996 - Present
Prudential Financial January 1992 - January 1996
A.G. Edwards August 1980 - January 1992
Skills
Finance, Management, Customer Service, Sales Management, Financial Services, Sales, Financial Analysis, Financial Reporting, Investment Advisory, Investment Strategies, Alternative Investments, Brokerage, Prime Brokerage, Brokers, Investments, Insurance, Securities, Strategic Planning, Investment Properties, Team Building
Education
University of Michigan-Flint 1979 — 1981
International Business, Trade, and Tax Law
Independent 2015 - Present
DDB 2012 - 2014
mcgarrybowen 2011 - 2012
Green Mountain Coffee Roasters 2009 - 2010
Prudential Financial 2008 - 2009
Young & Rubicam 2003 - 2008
Thomson Financial (now Thomson Reuters) 2000 - 2001
Hill & Knowlton 1994 - 2000
Skills
Advertising, Segmentation, Direct Marketing, Strategic Planning, Customer Insight, Marketing Communications, Marketing Research, Marketing Strategy, Product Management, Integrated Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA
University of Michigan
AB
MassMutual Financial Group September 2014 - Present
NAIFA August 2003 - Present
Massachusetts Mutual February 2011 - September 2014
USAA February 2010 - February 2011
The Asset Management Group January 2006 - February 2010
Guardian Life April 2005 - January 2010
Prudential Financial March 2002 - April 2005
University of Miami May 2000 - February 2002
Skills
Life Insurance, Financial Advisory, Wealth, Leadership, Finance, Long Term Care Insurance, Training, Financial Services, Recruiting, Employee Benefits, Disability Insurance, Series 6, 401k, IRAs, Series 7, Insurance, Financial Planning, Retirement Planning, Wealth Management, Investments, Retirement, Fixed Annuities, Mutual Funds
Education
University of Miami 1996 — 2000
BS, Marine Science and Biology
The Haverford School 1988 — 1996
High School
Oppenheimer & Co. Inc. April 2013 - Present
ICAP May 2004 - October 2012
Prudential Financial September 1992 - April 2004
Skills
Securities, Financial Services, Investment Strategies, Investments, Asset Allocation, Fixed Income Strategies, Wealth Management...
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance and Marketing
University of Michigan Business School
Bachelor of Business Administration (BBA), Marketing
Prudential Financial April 2015 - Present
IPsoft, Inc. June 2007 - September 2011
Rawpower Computers, LLC December 2004 - May 2007
Skyview Media Group / Ethnic American Broadcasting Company July 1995 - March 2001
Skills
Procurement, Governance, Vendor Management, Outsourcing, Managed Services, Professional Services, Contract Negotiation, IT Outsourcing, Data Center, Process Improvement, Cross-functional Team..., Management, Sourcing, Telecommunications, Program Management, Team Leadership, Strategic Sourcing
Education
University of Michigan 1989 — 1995
Bachelor of Arts (BA), Organizational Psychology
Prudential Financial August 2010 - Present
Prudential Financial August 2007 - July 2010
Phoenix Wealth Management 2001 - 2007
IBM/MSI January 1999 - August 2001
Education
University of Minnesota-Duluth 1994 — 1998
BS, Chemical Engineering
Optum Global Solutions June 2015 - Present
American Medical Systems September 2014 - February 2015
Convey September 2009 - March 2013
Ameriprise Financial Services, Inc. January 2001 - April 2004
Prudential Insurance November 1999 - January 2001
Prudential Financial February 1997 - November 1999
Skills
Leadership, Public Speaking, Coaching, Project Management, Financial Analysis, Management, Process Improvement
Education
University of Minnesota-Twin Cities 2005 — 2007
Teaching Licensure, Business and Marketing Education
University of St. Thomas 1999 — 2004
MBA, Finance
University of Minnesota-Morris 1992 — 1996
BA, Management, Economics
Krieger Consulting LLC July 2014 - Present
BNP Paribas May 2010 - July 2013
UBS Wealth Management October 2007 - April 2009
Pershing, a BNY Mellon company December 2006 - September 2007
Deutsche Bank January 2001 - November 2006
Brown Brothers Harriman April 2000 - November 2000
Salomon Smith Barney August 1999 - March 2000
Prudential Financial January 1997 - July 1999
ING March 1996 - December 1996
Salomon Brothers November 1993 - February 1996
Skills
Financial Services, Capital Markets, Finance, Leadership, Risk Management, Management, Portfolio Management, Derivatives, Financial Modeling, Investment Banking, Program Management, Asset Management, Asset Managment, Project Management, Editing, Marketing Communications, Internal Communications, Supervisory Skills, Document Review, Compliance, process improvement, technical writing, Technical Writing, Securities, Equities
Education
University of Miami - School of Business
Master of Business Administration (M.B.A.), Marketing
University of Pennsylvania
Bachelor's Degree, American Civilization, Fine Arts
Lord Abbett & Co. LLC February 2012 - Present
Bank Of America/Merrill Lyich July 2008 - September 2011
Fannie Mae 2007 - 2008
Morgan Stanley - MSCI 2006 - 2007
HSBC 2001 - 2006
Prudential Securities 1988 - 2000
Prudential Financial 1988 - 2000
Education
University of Massachusetts, Amherst
MS, BS, Engineering, Applied Math and CompSci
Allianz Life January 2015 - Present
Prudential Financial January 2013 - December 2014
The Hartford June 2000 - January 2013
ING April 1990 - May 2000
Skills
Strategic Planning, Business Requirements, Business Analysis, Vendor Management, Visio, Business Process..., Requirements Gathering, Process Improvement, User Acceptance Testing, Change Management, Financial Services
Education
University of Minnesota Duluth 1983 — 1985
Prudential Financial
Skills
Talent Management, Human Resources, Performance Management, Risk Management, Succession Planning, Employee Engagement, Workforce Planning, Employee Benefits, Onboarding, Project Management, Employee Relations, Outsourcing, Business Analysis, Process Improvement, Talent Acquisition
Education
University of Massachusetts, Amherst 1984 — 1988
Business
High School
Prudential Financial June 2007 - Present
Prudential Financial January 2004 - July 2007
Education
University of Minnesota - Carlson School of Management 1998 — 2005
MBA, Operations Management
University of Minnesota - Carlson School of Management 1985 — 1990
BSB, Risk Management & Insurance
GMP Securities March 2001 - Present
ING September 1999 - March 2001
Lehman Brothers June 1997 - March 1999
Paine Webber April 1991 - June 1997
Prudential Financial March 1986 - April 1991
EF Hutton April 1982 - March 1986
Skills
High Yield, Securities, Convertible Bonds, Institutional, Bonds, Equities, Debt, Credit, Alternative Investments, Capital Markets, Fixed Income, Hedge Funds, Private Equity, Trading, Bloomberg, Options
Education
University of Miami 1969 — 1973
Bachelor of Arts, English Language and Literature, General
U.S. Bancorp April 2005 - Present
US Bank 2004 - 2008
Opus 2004 - 2005
E & Y 2002 - 2005
Ernst & Young LLP 2002 - 2004
Prudential Financial 1989 - 2002
Skills
Sarbanes-Oxley Act, Auditing, Internal Audit, Internal Controls, Banking, Risk Assessment, Enterprise Risk..., Financial Analysis, Risk Management, Process Improvement, IT Audit, Financial Risk, Finance, Financial Reporting
Education
University of Minnesota - Carlson School of Management
Prudential Financial July 1993 - Present
Education
University of Miami 1989 — 1993
BBA, Computer Information Systems
AmeriHealth Caritas Family of Companies October 2013 - Present
Coventry Health Care August 2010 - October 2013
Security Health Plan February 2009 - July 2010
Blue Cross and Blue Shield of Minnesota 2004 - 2008
Blue Cross and Blue Shield of Minnesota 2001 - 2004
Blue Cross and Blue Shield of Minnesota 1999 - 2001
The Pillsbury Company 1987 - 1999
Prudential Financial 1983 - 1987
Skills
Leadership, SQL, Business Strategy, Java, IT Strategy, SDLC, JavaScript, CRM, C++, HTML, Software Project..., Vendor Management, Process Improvement, Healthcare Information..., Enterprise Architecture, Data Warehousing, Information Technology, Program Management, Business Intelligence, Project Portfolio..., IT Management, Business Process..., Business Process, Requirements Analysis, Integration, Agile Project Management, SharePoint, Visio, PMO, PMP, Cross-functional Team..., Strategy, Outsourcing, Requirements Gathering, Disaster Recovery, Solution Architecture, Enterprise Software, ITIL, SOA
Education
University of Minnesota-Morris
Bachelors, Mathematics and Computer Science
Prudential Financial March 2012 - Present
Prudential Financial April 2010 - March 2012
Prudential Financial October 2007 - July 2010
Prudential Financial October 2005 - October 2007
MassMutual Financial Group 1998 - 2005
Skills
Retirement, 401k, Defined Contribution, Sales Process, Client Development, Qualified Retirement..., RFP, Sales Support, New Business Development, Taft-Hartley, Leading Change
Education
University of Massachusetts, Amherst
MBA, Business Administration
Western New England College
Bachelor of Arts (BA), English Literature
Citi August 2014 - Present
HSBC July 2013 - August 2014
Barclays December 2012 - June 2013
UBS November 2010 - January 2011
Deutsche Bank January 2006 - September 2007
Prudential Financial June 2005 - August 2005
Morgan Stanley September 2003 - June 2005
Skills
Windows, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visual Basic, C++, Bloomberg, Reuters, ACT!, Equities, AML, KYC, Equity Derivatives, Bank Secrecy Act, Structured Products, Derivatives, Dodd-Frank, USA PATRIOT Act, Financial Services
Education
University of Melbourne 2010 — 2012
Juris Doctor, Law
New York University, Stern School of Business 2002 — 2006
Bachelor of Science, Finance and Accounting
New York Life Insurance Company September 2002 - Present
Goldman Sachs Asset Management 1999 - 2002
Prudential Financial 1995 - 1999
US Securities and Exchange Commission 1990 - 1995
Education
Western New England College School of Law 1987 — 1990
JD, Law
University of Massachusetts, Amherst 1983 — 1987
BA, Economics and Political Science, Univ. Honors Program
PLUS Financial Network August 2011 - Present
AimcoR Group 2010 - Present
Midwest FInancial Network January 2002 - August 2011
The AIG Life Insurance Companies (U.S.) 1994 - 2001
Prudential Select Life Insurance January 1989 - August 1994
Prudential Financial July 1985 - December 1988
Skills
Long-term Care, Fixed Annuities, Disability Insurance, Life Insurance, Term Life Insurance, Retirement Planning, Universal Life, Insurance, Estate Planning, Retirement, Financial Planners, Buy-sell Agreements, Financial Risk, Investment Advisory, Critical Illness, Wealth, Whole Life, Employee Benefits, Insurance Brokerage, Underwriting, IRAs, Financial Advisory, Long Term Care Insurance, Strategic Financial..., Brokers, Health Insurance, Financial Planning, Management, Finance, Marketing
Education
University of Michigan 1981 — 1985
BA, Economics
Crestwood 1978 — 1981
Crestwood 1978 — 1981
UnitedHealth Group 2008 - Present
United Healthcare December 2005 - October 2008
Alianzlife April 1999 - August 2004
Allianz Life 1999 - 2004
Prudential Financial 1997 - 2000
Education
University of Minnesota-Morris 1992 — 1996
BA, Business Management
Bank of America Merrill Lynch April 2011 - Present
Prudential Financial January 2002 - November 2010
US Bank March 2000 - January 2002
Harris Trust & Savings Bank July 1997 - March 2000
JP Morgan Chase (formerly Chase Manhattan Bank, Houston, TX) March 1994 - July 1997
JP Morgan Chase (formerly Chase Manhattan Bank, Houston, TX) March 1994 - March 1995
American Express Financial Advisors January 1992 - February 1994
Skills
Retirement, Mutual Funds, Financial Services, Investments
Education
University of Michigan-Dearborn 1984 — 1988
BA, Psychology, Business
Prudential Financial November 2013 - Present
Prudential Financial July 2009 - November 2013
Home Improvement 2005 - 2008
Cintas 2002 - 2005
The Minnesota Daily 2001 - 2002
Skills
Sales, Microsoft Office, Management, Customer Service, Finding and...
Education
University of Minnesota-Twin Cities 1997 — 2001
B.A., Journalism/Sociology
Chubb September 2009 - Present
Bank of America 2006 - September 2009
HSBC 2003 - 2006
Prudential Financial 2000 - 2002
E&Y 1998 - 1999
JPM Chase 1989 - 1997
Skills
Executive Coaching, Recruiting, Talent Management, HR Consulting, Career Development, Performance Management, Conflict Resolution, Succession Planning, College Recruiting, Employee Benefits, Workforce Planning, Deferred Compensation, Onboarding, Human Resources, Employee Engagement, Management, Organizational..., Leadership, Leadership Development, Change Management, Talent Acquisition, Coaching, Employee Relations
Education
Concordia College
BS
University of Michigan
General Dynamics Information Technology September 2010 - Present
Wells Fargo December 2006 - September 2010
Iowa Foundation for Medical Care December 2004 - December 2006
Prudential Financial October 1993 - February 2004
Skills
Requirements Analysis, SDLC, Quality Center, Visio, Quality Assurance, SharePoint, Requirements Gathering, Software Quality..., SQL
Education
University of Minnesota Duluth 1985 — 1989
Business
Dana College 1984 — 1985
Prudential Financial January 2013 - Present
The Hartford May 2000 - January 2013
ING / Reliastar / NWNL February 1987 - May 2000
Skills
Requirements Analysis, User Acceptance Testing, Business Process..., Waterfall, SQL, Life Insurance, Testing, Quality Center, Business Requirements, Analysis, TSO, Access, Insurance, Systems Analysis, Data Warehousing, Business Analysis, Requirements Gathering, SDLC, SharePoint, Business Objects, Integration, Vendor Management
Education
University of Minnesota-Morris 1980 — 1984
BA
Prudential Financial January 2013 - Present
The Hartford 2008 - 2012
Genworth Financial 2003 - 2007
GE Financial January 2001 - November 2003
The Phoenix Companies 1995 - 2001
Education
University of Michigan 1982 — 1983
Master's, Mathematics
Self Help, Inc. October 2014 - Present
Beth-El December 2004 - July 2014
Blue Cross Blue Shield Rhode Island May 2002 - December 2004
Prudential Financial May 2001 - May 2002
Skills
Analysis, Fund Accounting, Budgets, Forecasting, Financial Reporting, Accounting, MIP, Financial Analysis, Auditing, Internal Controls, Accounts Payable, General Ledger, Managerial Finance, QuickBooks, Financial Statements, Process Improvement, Account Reconciliation, Balance Sheet, ADP Payroll, Health Insurance, General Insurance, Facilities Management, Cost Accounting, IT Strategy, IT Outsourcing, Contract Negotiation, Microsoft Office, Business Objects, Hyperion Enterprise, Sage Business Works, Finance, Cash Flow, Variance Analysis, GAAP, Financial Forecasting
Education
University of Massachusetts Dartmouth 1997 — 2001
Finance, Finance, Accounting, Statistics, Management
Prudential Financial March 2013 - Present
Prudential Financial June 2005 - Present
Education
University of Michigan Business School 1998 — 2000
Master of Business Administration (MBA), Finance, General
Virginia Tech 1988 — 1990
Master's degree, Mechanical Engineering
MMSRQ - Modern Mustangs of Sarasota 2005 - Present
Purrfect Solutions 2003 - Present
Riverview High School Foundation 2003 - Present
Raymond James Financial Inc. April 1991 - September 2003
Prudential Financial January 1977 - April 1991
Skills
Bookkeeping, Sales Tax, Corporate Tax, QuickBooks, Accounting, Payroll, Financial Reporting, General Ledger, Account Reconciliation, Accounts Payable, Accounts Receivable, Income Tax, Journal Entries, Tax, Tax Returns
Education
Riverview High School 1971 — 1974
University of Miami
Prudential Financial 2013 - Present
The Hartford January 1982 - January 2013
The Hartford 1999 - 2005
Education
University of Minnesota Crookston 1979 — 1981
n/a, Business
Crookston High School
Contour Insurance Solutions July 2013 - Present
Prudential Financial January 2012 - July 2013
Visionary Marketing Group 2008 - 2011
JPMorgan Chase 2006 - 2008
Skills
Disability Insurance, Retirement Planning, Life Insurance, Policy Review, Fixed Annuities, Long-term Care, Estate Planning, Wealth Transfer, Pension Maximization, Business Planning, Term Life Insurance, Wealth Management, Buy-sell Agreements, Pensions, Whole Life, Investments, 401k, Long Term Care Insurance, Series 63, Finance, Mutual Funds
Education
University of Michigan 1999 — 2003
Electrical Engineering
The American College
CLU & ChFC
Prudential Financial January 2012 - February 2013
Prudential Insurance May 2004 - December 2011
Unum December 1999 - May 2004
Hartford Financial Services Group January 1991 - April 1999
A Foster Higgins December 1988 - December 1990
CIGNA Healthcare May 1983 - November 1988
Education
University of Massachusetts, Amherst 1978 — 1983
HRTA
Prudential Financial June 2015 - Present
Reliant Financial Group and Insurance Planning June 2013 - June 2015
Novartis Oncology June 2007 - September 2011
Genentech January 2003 - August 2006
AstraZeneca 1992 - 2003
Skills
Pharmaceutical Sales, Oncology, Hematology, Pharmaceutical Industry, Infectious Diseases, Pediatrics, Allergy, Cancer, Account Management, Diabetes, Sales Management, Product Launch, Selling, Sales Operations, Managed Care, Selling Skills, Healthcare, Cardiology, Gastroenterology, Neurology, Endocrinology, Urology, Pulmonology, Rheumatology, Hospital Sales, Therapeutic Areas, Nephrology, Sales
Education
University of Massachusetts Boston 1984 — 1988
Bachelor of Science (B.S.), Psychology and Economics, 3.0
Prudential Financial October 2009 - Present
Prudential Financial January 2005 - September 2009
Prudential Financial April 1988 - January 2005
Skills
Business Strategy, Budgets, Financial Analysis, Financial Planning, Cross Functional Team..., Cross Functional..., Microsoft Office, PowerPoint development, Project Management, Mergers, Strategy, Forecasting, Sales Operations, Management, Leadership, Vendor Management, Analytics, Risk Management, Product Management, New Business Development, Insurance, Marketing, Cross-functional Team..., Marketing Strategy
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Prudential Financial January 2013 - Present
Walgreens December 2001 - January 2013
Rajesh Wadhwa MD PC November 2001 - July 2005
Robert Wood Johnson University Hospital January 2002 - August 2003
St Peter's University Hospital, New Brunswick, NJ 08901 January 1994 - December 2001
Skills
Travel Medicine, Internal Medicine, Healthcare Management, Occupational Health, Healthcare, Medicine, Hospitals, Healthcare Information..., EHR, Physicians, Cross-functional Team..., Wellness, EMR, Clinical Trials, Project Management, Public Health, Program Management, Healthcare Consulting, Management, Leadership, Disease Management, Training
Education
Rutgers Executive MBA Program 2008 — 2010
MBA
University of Medicine and Dentistry of New Jersey 1994 — 1996
Doctor of Medicine (MD)
Royal Colleges of Physicians - UK 1989 — 1993
Post Graduate Diploma in Medicine - MRCP
Armed Forces Medical College 1977 — 1981
MBBS
Sedgwick Claims Management Inc May 2015 - Present
Benesyst, A TASC Company December 2014 - May 2015
3M February 2013 - December 2014
Ameriprise Financial Services, Inc. March 2011 - September 2011
Prudential Financial May 2006 - July 2010
Prudential Financial March 2002 - April 2006
Prudential Financial November 2000 - March 2002
John Alden/Fortis Health Insurance June 1999 - September 2000
Skills
Insurance, Health Insurance, Call Center, Life Insurance, Building Relationships, Retirement, Brokers, Customer Service, Employee Benefits, Financial Services, Series 6
Education
McGregor High School 1980 — 1984
Diploma, High School
University of Minnesota-Duluth
Bachelor of Science, Communications
Allied Mortgage Group 2006 - Present
Prudential Financial 1992 - 1994
Skills
Mortgage Lending, Loans, Banking, Finance, Financial Analysis, Mortgage Banking, USDA, Loan Origination, Residential Mortgages, Credit, Sellers, Underwriting, First Time Home Buyers, Investment Properties, Real Estate, Refinance, FHA financing, Credit Analysis, VA loans, Reverse Mortgages, Government Loans, Certified Mortgage..., Non-Conforming, FHA, 203K, Mortgage Underwriting, Construction Loans, VA Loans
Education
University of Miami - School of Business
Bachelor of Business Administration (B.B.A.)
Surescripts LLC May 2011 - Present
Express Scripts November 2006 - May 2011
Prudential Financial 2005 - November 2006
Prudential Financial 2001 - 2005
Prudential Financial 2000 - 2001
Skills
Quality Center, Waterfall, Requirements Gathering, SDLC, Quality Assurance, Visio, Requirements Analysis, Software Quality...
Education
University of Minnesota Duluth 1987 — 1992
B.S., Mathematics
HSBC Private Bank April 2015 - Present
HSBC Private Bank June 2012 - March 2015
HSBC Private Bank January 2009 - June 2012
HSBC Private Bank March 2006 - January 2009
UBS Wealth Management August 2002 - March 2006
Prudential Financial September 2000 - August 2002
Skills
Private Banking, Risk Management, Operational Risk..., Change Management, Business Analysis, Wealth Management, Compliance, FATCA, Dodd-Frank, Remediation, Suitability, Wealth Management..., Investment Banking, Fixed Income, Financial Services, Equities, Relationship Management, AML, Asset Management, Credit, Retail Banking, Derivatives, Mutual Funds, Financial Risk, Banking, Investments, Hedge Funds, Financial Markets, Finance
Education
University of Miami - School of Business 1998 — 2000
MBA, International Business
Patria Consulting April 2004 - Present
Patria Capital Management, LLC January 2002 - April 2004
Prudential Financial September 1991 - January 2002
Skills
Networking, Private Equity, Relationship Mgmt, Private Banking, Investments, Business Strategy, Mergers, Financial Analysis, Venture Capital, New Business Development, Portfolio Management, Equities, Asset Managment, Start-ups, Hedge Funds, Financial Modeling
Education
University of Miami 1994 — 1997
Master of Business Administration (MBA), International Finance
University of Miami 1989 — 1991
Bachelor of Business Administration (BBA), Finance and Financial Management Services
University of Denver 1987 — 1989
Lawrence Academy 1984 — 1987
Prudential Financial January 2013 - Present
The Hartford September 1992 - December 2012
First Norther Consultants September 1989 - September 1992
Skills
CLU, Life Insurance, Underwriting, FLMI, FALU, Pivot Tables, Tableau, VBA, Microsoft Excel
Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), Mathematics
Millennium Partners September 2013 - Present
Barclays July 2011 - September 2013
Barclays Capital June 2010 - August 2010
Prudential Financial June 2008 - August 2009
Education
University of Michigan 2007 — 2011
BA, Political Science
Lorenzo de' Medici - Florence, Italy 2010 — 2010
Collins Capital Investments, LLC February 2015 - Present
Everest Capital October 2014 - February 2015
Transcendent Investment Management April 2014 - September 2014
Collins Capital Investments, LLC May 2013 - March 2014
Collins Capital Investments, LLC October 2010 - May 2013
Prudential Financial May 2012 - August 2012
Skills
Marketing, Sales, Sales Management, Social Media, Social Media Marketing, Marketing Strategy, Investments, Social Networking, Account Management, Leadership, Microsoft Word, Event Planning, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Management
Education
University of Miami 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Management, International Business
Rye Country Day School 2005 — 2009
High School
High school
Prudential Financial June 2013 - Present
Blue Cross Blue Shield of Massachusetts May 2012 - June 2013
University of Miami, Miller School of Medicine & University of Miami Health System 2007 - 2012
Philadelphia Inquirer 2002 - 2007
Skills
Strategic Communications, Healthcare..., Media Relations, Crisis Communications, Thought Leadership, Community Relations, Corporate Social..., Writing and Editing, Social Media Marketing, Change Management, Project Management, Writing, Marketing Communications, Press Releases, Social Media, Blogging, Editing, Internal Communications, Public Relations, Corporate Communications, Speech Writing, Community Development, Public Affairs, Health Communication, Crisis Management, Newsletters, Journalism, Publicity, Publications, Event Planning, Event Management, Spokesperson, Social Networking, Public Speaking, Copywriting, AP Style, Message Development, Feature Articles, Copy Editing, Nonprofits, Community Outreach, Reputation Management, Facebook, News Writing, Content Development, Storytelling, Communications Planning, Newspapers, Web Content Management, Proofreading
Education
Temple University - School of Communications & Theater
BA, Journalism
University of Miami - School of Business
MBA, Health Sector Management & Policy
University of Miami - The Graduate School
MA, International Administration
Prudential Financial February 2014 - Present
Skills
Actuarial Science, Risk Management, Fixed Annuities, Pensions, Economic Capital, ALM
Education
University of Michigan
Actuarial Science, Mathematics
Prudential Financial January 2009 - Present
The Hartford August 2005 - January 2009
MassMutual Financial Group 2002 - 2005
MassMutual Financial Group 2002 - 2005
Skills
Capacity and Demand..., Strategic Planning, Information Technology, Data Analysis, Management, Retirement, Life Insurance, Disability Insurance, Variable Annuities, Fixed Annuities, Call Center, Expense Management, 401k, Business Analysis, Business Process..., Call Centers, Financial Services, Insurance, Investments, Mutual Funds, Process Improvement, Retirement Planning, Risk Management, Series 6, Series 63, Training, Vendor Management
Education
University of Massachusetts, Amherst 1993 — 1998
Bachelor of Arts (B.A.), Communication and Media Studies
Steem Peanut Butter, Inc. February 2014 - Present
Prudential Financial January 2011 - Present
Skills
Relationship Management, Series 6, Mutual Funds, Series 63
Education
University of Massachusetts, Amherst
Jones Apparel Group May 2006 - Present
Albertville Premium Outlets 2006 - 2014
Albertville Premium Outlets 2006 - 2014
Albertville Premium Outlets 2006 - 2014
JME Companies 2003 - 2004
Allianz Life 2000 - 2002
Prudential Financial 1997 - 2000
Leonard, Street and Deinard 1996 - 1997
Skills
Operations Management, Store Operations, Inventory Control, Customer Service, Retail, Visual Merchandising, Merchandising, Loss Prevention, Store Management, Inventory Management, Microsoft Excel, Retail Sales
Education
Minnesota Paralegal Institute 1995 — 1995
Paralegal Certificate, Paralegal
University of Minnesota-Duluth 1990 — 1995
Bachelor of Arts (B.A.), Criminology & Sociology
Prudential Fixed Income August 2008 - Present
Prudential Financial July 2004 - August 2008
Education
University of Michigan 2000 — 2004
BS
Prudential Financial January 2014 - Present
State Street February 2013 - December 2013
Skills
Microsoft Excel, GGY Axis, Financial Analysis, Financial Modeling, Derivatives, Statistics, Probability
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Science (B.S.), Mathematics
St. Peter Community Childcare Center July 2013 - Present
Allianz Life January 2006 - July 2015
Best Buy June 2002 - January 2006
Prudential Financial June 1995 - January 2001
Skills
Financial Analysis, Financial Reporting, Microsoft SQL Server, Data Analysis, Finance, Advanced Access..., Expert Excel knowledge, Workflow Management, Business Process..., Small Business, Auditing, Rental Management, Cash Flow, Board of Directors
Education
University of Minnesota-Duluth 1990 — 1995
Bachelor of Business Administration (BBA), Finance and Management
Sunset Ridge C.C. January 2005 - Present
Prudential Financial January 1988 - December 2005
USAF RETIRED October 1965 - October 1985
US Lines June 1964 - January 1965
Skills
Finance, Meteorology, Marine Transportation, Celestial Navigation
Education
University of Michigan
Master of Science (M.S.), Meteorology
Nationwide Financial March 2014 - Present
Legal & General America April 2012 - March 2014
The Hartford July 2001 - April 2012
Robert Half 2000 - 2001
Prudential Financial 1997 - 2000
Skills
Underwriting, Life Insurance, Universal Life, Term Life Insurance, Insurance
Education
University of Minnesota-Twin Cities 1994 — 1996
Bachelor of Science (BS), Kinesiology and Exercise Science
University of Minnesota-Morris 1992 — 1994
Pre-Physical Therapy Studies
Galaxy Asset Management January 2010 - Present
West Asset Management May 2004 - December 2009
TradeStation Securities December 2004 - May 2006
Prudential Financial October 2001 - July 2004
Security First Network Bank February 2000 - August 2001
FleetBoston Financial April 1999 - January 2000
Skills
Accounting, Clearing Operation, Compensation analyst, Depository Operations, Personal Trust..., Foreign Currency, Microsoft Excel, Sunguard, Metavante, APAC, Latitude, SEI Trust 3000, Lotus Notes, Microsoft Word, Trust, Investments, Banking, Debt Management
Education
University of Massachusetts, Amherst 1990 — 1994
Criminology
Prudential Financial May 2011 - Present
The Hartford September 2007 - May 2011
Skills
Relationship Management, Quality Assurance
Education
University of Minnesota-Duluth 2002 — 2006
Bachelor of Business Marketing, Marketing
Prudential Financial January 2013 - Present
The Hartford November 1991 - January 2013
Education
University of Minnesota Law School 1978 — 1981
Doctor of Law (J.D.)
University of Minnesota-Twin Cities 1973 — 1978
Bachelor of Arts (B.A.),, Economics and History