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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16,065 Prudential Financial employees in database. Find out everything there's to know about Prudential Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Prudential Financial Employees
Optikal May 2015 - Present
Screenpush August 2014 - Present
Megaphone Media Group August 2014 - April 2015
UC Irvine September 2010 - June 2014
Prudential Financial October 2013 - May 2014
Harbor Island Wealth Management October 2013 - February 2014
Skills
Microsoft Office, PowerPoint, InDesign, Microsoft Excel, Microsoft Word, Mandarin, Public Speaking, Social Media, Event Planning, Outlook, Research, Facebook, Customer Service, Photoshop, Social Networking, Data Analysis, Access, Sales, Management, Customer Satisfaction, Nonprofits, Teamwork
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Double Major: International Studies and Economics
East China Normal University 2012 — 2012
Business, Language, and Culture
Prudential Financial January 2010 - Present
Prudential Financial August 2006 - January 2010
Skills
Financial Analysis, Finance, Financial Modeling, Asset Management, Financial Reporting, Accounting, Portfolio Management, Investments
Education
East Carolina University 2001 — 2004
Bachelor's degree, Accounting and Finance
Walker Clark Coaching August 2008 - Present
Berkshire Playwright's Lab 2012 - 2013
Sony Pictures Entertainment 2004 - 2007
Prudential Financial July 2000 - July 2001
Skills
Acting, Entertainment, Film, Television, Theatre, Singing, Public Speaking, Video, Performing Arts, Drama, Comedy, Publicity, Casting, Blogging, Dialects, Playwriting, Teaching, Feature Films, Stage, Improvisation, Musical Theatre, Plays, New Media, Video Production, Vocal Coaching, Voice Acting, Film Production, Commercials, Theatrical Production, Directing, Voice Over
Education
Duke University 1996 — 2000
BA, Cultural Anthropology, Political Science, Markets and Organizations
American Musical and Dramatic Academy 2001 — 2003
Certificate, Musical Theatre
Bank of America Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney February 2011 - May 2011
Bank of America September 2007 - December 2010
East Division June 2003 - December 2010
US Trust Private Wealth Management June 2003 - October 2007
Prudential Financial December 1981 - October 2002
Mary Lynn Dwight Con't January 1981 - October 2002
Skills
Credit, Risk Management, Financial Risk, Portfolio Management, Capital Markets, Equities, Strategic Financial..., Leadership, Investments, Wealth Management, Asset Managment, Fixed Income, Loans, Finance, Asset Management
Education
Duluth Business University
Associate's degree, Business Administration, Management and Operations
University of Minnesota Duluth
Business & journalism
Lockheed Martin April 2012 - Present
Aztech Professional Services, Inc., An Empowered Global Solutions Company (EGS, Inc.) November 1996 - April 2012
Prudential Financial January 1996 - November 1996
Incredible Universe March 1994 - October 1995
Pitney Bowes September 1991 - September 1993
Skills
Full-cycle Recruiting, Sourcing, Military, DOE, ATS, Engineering, Information Technology, Program Management, DoD, Compensation Analysis, Applicant Tracking..., SDLC, Design of Experiments, Hiring, Talent Acquisition, Internet Recruiting, Technical Recruiting, Recruiting, Job Analysis, Screening Resumes, Cold Calling, Deferred Compensation, Human Resources, Leadership, Staffing Services, Training, College Recruiting, Management, Onboarding, Interviews, Coaching, Project Planning, Integration, Software Documentation, Policy, Proposal Writing, Executive Search, Payroll, Temporary Placement, Team Building, Taleo, Sales, Process Improvement, Resume Writing, Job Fairs, Contract Recruitment, Employee Relations, Screening, Analysis, Job Descriptions
Education
Eastern Connecticut State University
BS
Prudential Financial July 2015 - Present
Prudential Financial December 2011 - June 2015
Interactive Data Corporation July 2011 - December 2011
BNY Mellon October 2010 - June 2011
Sanofi Pasteur September 2009 - January 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, SAP, Access, FX Swaps, Cash Flow Forecasting, Settlement, Risk Management, Customer Service, Securities
Education
East Stroudsburg University of Pennsylvania 2006 — 2010
BS, Finance, Business Management
Prudential Financial July 2014 - Present
Accenture February 2012 - July 2014
Abercrombie & Fitch May 2009 - February 2012
Eastern Connecticut State University August 2005 - May 2009
Skills
Earned Value Management, SAP, Project Management, Microsoft Office, Microsoft Excel, Microsoft Project, Primavera P6, Customer Service, Payroll, Business Analysis, Marketing and Sales, Risk Management, Program Management
Education
University of New Haven 2013 — 2013
Certificate, Project Management
Eastern Connecticut State University 2004 — 2009
Bachelor's degree, Biology, General
Citizens Financial Group August 2015 - Present
Star Gas Partners June 2014 - August 2015
KPMG October 2012 - May 2014
KPMG January 2011 - March 2011
Prudential Financial May 2010 - December 2010
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Finance, Accounting, Leadership, Financial Reporting, Financial Accounting, Marketing, Auditing
Education
The University of Connecticut 2009 — 2012
BS, Accounting
Eastern Connecticut State University 2008 — 2009
Aetna February 2015 - Present
Unum November 2014 - February 2015
Prudential Financial June 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Research, Public Speaking, Windows, Time Management, Insurance, Outlook
Education
University of Southern Maine 2011 — 2014
Bachelor's Degree, Economics
Eastern Maine Community College 2009 — 2011
Liberal Studies
Maine Maritime Academy 2006 — 2008
Power Engineering Technology
John Bapst Memorial High School 2002 — 2006
High School
Prudential Financial April 2014 - Present
Prudential Financial March 2011 - April 2014
Prudential Financial May 2009 - March 2011
Martocchio Music March 2009 - March 2011
Prudential Financial October 2007 - March 2009
Skills
Insurance, Investments, Mutual Funds, Financial Services, Retirement Planning, Risk Management, Portfolio Management, Financial Analysis, Wealth Management, Business Analysis, Series 63, Strategic Financial..., Relationship Management, Banking, Equities, Customer Service, Sales, Retirement, Fixed Income, Series 6, Life and Health..., Property and Casualty...
Education
Southern New Hampshire University 2012 — 2015
Master's degree, Finance - Investment Securities
Eastern Connecticut State University 2002 — 2007
Bachelor of Arts (BA), Performing Arts - Music
Morgan Stanley September 2014 - Present
Prudential Financial February 2013 - September 2014
Skills
Strategic Financial..., Series 6, Banking, Insurance, Life and Health..., Spanish-speaking, Microsoft Word, Microsoft Excel, Microsoft Office, Variable Annuities, Annuity Sales, Strategic Planning, Risk Management
Education
East Stroudsburg University of Pennsylvania 2007 — 2012
Bachelor of Science (B.S.), Business Management
Lockheed Martin - IS&GS April 2015 - Present
Barclays Wealth and Investment Management August 2014 - December 2014
Bank of America Merrill Lynch April 2014 - August 2014
J.J. White Incorporated February 2013 - April 2014
Prudential Financial August 2012 - October 2012
Central Loan Administration and Reporting March 2012 - April 2012
Cenlar Loan Administration and Reporting November 2011 - April 2012
Chapman Auto February 2007 - August 2007
Skills
Data Entry, Leadership, Microsoft Office, Internet, Customer Service, Fast-paced, Lotus Notes, Research, Sage Timberline Office, Timberscan, Citrix, Accounts Receivable, Invoicing, Account Reconciliation, Time Management, Training, Microsoft Excel, Financial Statements, Accruals, Access, Accounting, Outlook, Financial Analysis, PowerPoint, Call Centers, Microsoft Word, Teamwork, General Ledger, Microsoft Office 2007, Finance, Marketing, Analysis
Education
East Stroudsburg University of Pennsylvania 2007 — 2010
Bachelor's degree, Business Management/Marketing Major
Holy Family University 2005 — 2007
Business
International Fidelity Insurance Company July 2008 - Present
Chubb Insurance 2004 - 2008
Prudential Financial 2000 - 2004
Skills
Surety, Surety Bonds, Underwriting, Bonds, Insurance, Financial Analysis, Commercial Insurance, Risk Management, Reinsurance, Financial Risk, General Insurance, Legal Liability, Excess
Education
East Stroudsburg University of Pennsylvania 1995 — 1999
Economics
Seton Hall University
MBA, Finance
IPAT August 2015 - Present
McKenzie's Cheer Tumbling June 2015 - Present
Champaign Unit 4 Schools July 2014 - Present
Iroquois Financial March 2015 - August 2015
Adams Outdoor Advertising September 2014 - March 2015
Champaign Gymnastics Academy August 2014 - November 2014
AXA Advisors June 2014 - September 2014
Prudential Financial March 2013 - February 2014
Midwest Cellular 2014 - 2014
Sun Elite Athletics Club August 2012 - July 2013
Skills
Microsoft Excel, Leadership Development, Student Development, Teaching, Student Affairs, Higher Education, Microsoft Office, Staff Development, Athletics, PowerPoint, Time Management, Microsoft Word, Sales, Crisis Management, Leadership, Public Speaking, Event Planning
Education
Eastern Illinois University 2009 — 2013
Bachelor's, Finance
Charleston High School 2005 — 2009
HS Diploma, General Education
JPMorgan Chase March 2005 - Present
Prudential Financial January 1998 - March 2005
Education
Rutgers University
East China Normal University
MSC Industrial Supply Co. August 2014 - Present
Abe's Deli April 2002 - Present
Prudential Financial April 1999 - October 2001
Avco Financial Services March 1998 - March 1999
Skills
Management, Marketing, Sales, Customer Service, Cold Calling, Leadership, Contract Negotiation, Training, Small Business, Sales Management
Education
Eastern Illinois University 1992 — 1995
Marketing
ACT Associates LLC May 2015 - Present
Prudential Financial August 2009 - May 2015
Eastern Connecticut State University January 2006 - August 2009
Skills
Audio Visual Support, Tandberg, Cisco Telepresence, Polycom Video..., Certified Technology..., Avid, Avid Newscutter, Final Cut Pro, Lotus Notes, Troubleshooting, Technical Support, Video Conferencing, Multimedia, Microsoft Office, Video Production, Videography
Education
Eastern Connecticut State University 2005 — 2009
Bachelor of Science (B.S.), Communication, General
Rockville Bank July 2014 - Present
Barton February 2014 - July 2014
Prime Resources Inc. March 2012 - January 2014
Cablevision Call Center October 2011 - January 2012
Power Home Remodeling Group June 2011 - September 2011
Prudential Financial August 2010 - November 2010
Automotive Technologies Inc January 2010 - June 2010
Automotive Technologies Inc January 2010 - May 2010
Nutmeg Hall, ECSU March 2008 - January 2010
Frito Lay Corporation May 2009 - September 2009
Skills
Sales, Inventory Management, Human Resources, Research, Benefits Administration, Market Planning, Customer Service, Teamwork, PowerPoint, Leadership, Microsoft Excel, Data Entry, Microsoft Word, Training, Access, Microsoft Office, Time Management, Outlook, Event Planning, Marketing, Organizational..., Management, Retail, Interviews, CRM, Budgets, Recruiting, Business Development, Marketing Strategy, Employee Relations, Team Building, Social Media
Education
Eastern Connecticut State University 2006 — 2011
Bachelor of Arts, Business Administration; Human Resources
Eastern Connecticut State University 2006 — 2010
BS, Human Resources
Fort Worth Cabinet Company, L.P. 2005 - Present
Prudential Financial 1994 - June 2005
Prudential Financial 1994 - 2005
Skills
Strategic Financial..., Strategic Planning, Budgets, Business Planning, Customer Service, Financial Planning, Team Building
Education
Eastern Illinois University 1991 — 1993
BA, Psychology, Political Science
Prudential Financial July 2012 - June 2015
U.S. Department of the Treasury June 2011 - August 2011
Scottrade Securities April 2010 - October 2010
Education
Duke University - The Fuqua School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Duke University Nicholas School of the Environment 2015 — 2018
Master’s Degree
University of North Carolina at Chapel Hill 2008 — 2012
B.A, International Studies (International Politics; Western Europe) and Economics
Georgetown University 2011 — 2011
School of Continuing Studies
Prudential Financial February 2015 - Present
PetSmart December 2011 - February 2015
Winn Dixie Stores September 2012 - March 2013
EdVenture Partners January 2012 - May 2012
Distinctive Landscaping May 2011 - August 2011
Philadelphia Water ice factory May 2011 - August 2011
Sweet Pets January 2009 - May 2011
PetSmart October 2006 - May 2007
Skills
Excel, Databases, Customer Service, Social Media Marketing, Marketing Research, Animal Husbandry, Financial Accounting, Microsoft Excel, Advertising, Management, Public Relations, Integrated Marketing, Marketing, Time Management, Leadership
Education
East Carolina University - College of Business 2008 — 2012
BSBA, Marketing
Plan with a Pro Insurance Solutions September 2012 - Present
SIG Insurance Group June 2012 - December 2012
Prudential Financial December 2010 - June 2012
Mutual of Omaha June 2010 - December 2010
Tobin Financial Services April 2003 - March 2009
GMC 1998 - 2001
Skills
Insurance, Life Insurance, Strategic Planning, Financial Services, Retirement Planning, Disability Insurance
Education
Eastern Connecticut State University 1989 — 1992
BA, Government & Public Policy
The American College 2011 — 2011
CFP Curriculum
Prudential Financial October 2011 - Present
Prudential Retirement November 2010 - February 2012
Prudential Retirement December 2001 - September 2009
CIGNA Retirement & Investment Services 1995 - 2004
Skills
Retirement, Series 6, 401k, Mutual Funds, Defined Benefit, Series 63, Series 7, Defined Contribution, Investments, Retirement Planning, Relationship Management, ERISA, Business Development, Stable Value, Income Protection, Asset Allocation, Employee Benefits, Equities, Insurance, Investment Advisory, Leadership, Securities
Education
University of Hartford 1997 — 1999
Masters Degree, Business Administration
Eastern Connecticut State University 1991 — 1995
B.S., Business Administration
East Hartford High School
Prudential Financial March 2002 - Present
Orix Capital Markets LLC February 1994 - March 2002
Skills
Due Diligence, Asset Management, Investments, Portfolio Management, Negotiation, Retirement, Microsoft Excel, Insurance, Strategic Financial..., Retirement Planning, Asset Managment, Wealth Management
Education
Eastern Illinois University 1980 — 1984
Bachelor's Degree, Business Administration and Management, General
Cigna August 2014 - Present
FM Facility Maintenance June 2012 - August 2014
AA Internet Media Advertising January 2010 - July 2012
Prudential Financial May 2010 - July 2011
Prudential Financial January 2009 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Budget, Teaching, Editing, Public Speaking, Strategic Planning, Negotiation, Accounting, Analysis, Graphic Design, Advertising, Team Building, Series 6, Defined Contribution, Defined Benefit, Qualified Retirement..., Pricing, Competitive Pricing, Strategic Financial..., Budgets, Management, Financial Planning
Education
University of Hartford 2009 — 2013
Master of Business Administration (MBA), Finance, General, 3.5
Eastern Connecticut State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General, Cum Laude
Harvard Business School August 2015 - Present
Northeastern University August 2014 - Present
United States Marine Corps January 2009 - May 2015
Unilever April 2013 - January 2014
Prudential Financial May 2012 - September 2012
Skills
Strategic Planning, PowerPoint, Microsoft Office, Time Management, Team Management, Microsoft Excel, Customer Service, Marketing, Tactical Planning, Career Development, Microsoft Word, Public Speaking, Inventory Control, Equipment Procurement, Training & Development, Sales, Word, Conflict Resolution, International..., Military Logistics, Excel, Photoshop, Customer Relations, Military Operations, Military Leadership, Intelligence Analysis, Homeland Security, Leadership
Education
Boston Language Institute 2014 — 2016
Arabic
Northeastern University 2014 — 2015
Master of Science (M.S.), International/Global Studies/Conflict Resolution
American Language Institute Fes, Morocco 2014 — 2014
N/A, Arabic
Eastern Connecticut State University 2009 — 2012
Bachelor of Arts (BA), History
Joel Barlow High School 2002 — 2006
High School Diploma
AFRICAN CREATIONS January 1995 - Present
PRUDENTIAL INSURANCE AND FINANCIAL SERVICES, USA July 1988 - June 1995
Prudential Financial June 1980 - August 1993
Skills
Fine Art, Painting, Contemporary Art, Public Speaking, Visual Arts, Social Media, Graphic Design, Strategic Planning, Photography, Sculpture, Teaching, Galleries, Customer Service, Drawing, Nonprofits, Event Management, Mixed Media, Event Planning, Public Relations, Fundraising
Education
Eastern Illinois University 1974 — 1978
Bachelor’s Degree, Business Administration and Management, General
Ascensus July 2013 - Present
Cheltenham High School February 2013 - June 2013
Prudential Financial May 2012 - November 2012
Skills
Analysis, Financial Services, Leadership
Education
East Stroudsburg University of Pennsylvania 2009 — 2012
B.S. Business Management, Finance and Economics
Temple University 2008 — 2009
Undergraduate coursework, Business Administration and Management, General
American Family Insurance July 2012 - Present
American Family Insurance July 2003 - July 2010
Prudential Financial July 1999 - July 2003
Skills
Microsoft Office, Strategic Planning, Microsoft Word, Risk Management, Health Insurance, Change Management, Process Improvement, Coaching, Outstanding people..., Team Building, Training, Marketing, Customer Service, Customer Satisfaction, Sales, Research, Outlook
Education
Mesa Community College 1977 — 1978
No Degree, English Language and Literature/Letters
Eastern Iowa Community College District 1966 — 1968
Associate of Science (A.S.), Clinical Laboratory Science/Medical Technology/Technologist
Ican Benefit Group August 2007 - Present
Broward County Public Schools July 2000 - June 2007
Prudential Financial November 1990 - June 2000
IBM Corporation January 1982 - October 1990
Skills
Life Insurance, Health Insurance, Property & Casualty..., Employee Benefits, Term Life Insurance, Commercial Insurance, Long-term Care, Team Building, Public Speaking, Customer Service, Sales, Coaching, Microsoft Office, Insurance, Homeowners
Education
Everest University Pompano Beach FL 2009 — 2011
Masters Degree of Science, Criminal Justice, 3.87 GPA
East Stroudsburg University of Pennsylvania 1976 — 1980
Bachelors Degree, Health and Physical Education/Fitness
Ceridian March 2014 - Present
Mangrove Software March 2013 - February 2014
Motivano January 2012 - February 2013
OptumHealth Financial (United HealthCare) April 2011 - January 2012
Ceridian 1999 - 2011
Bally Total Fitness 1992 - 1999
Prudential Financial 1994 - 1994
Skills
Sales Management, Sales, Employee Benefits, Benefits Administration, 401k, COBRA, Account Management, CRM, Cold Calling, Salesforce.com, Sales Process, Sales Presentations, Health Insurance, Call Center, Direct Sales, BPO, Solution Selling, B2B, Customer Retention, Lead Generation, New Business Development, Call Centers, Marketing, Business Development, Leadership, Selling, Human Resources, Management, Recruiting, Outsourcing, Insurance, Payroll, Strategy, Strategic Partnerships, Sales Operations, Program Management, Training, Analytics, Awesomeness
Education
Eastern Connecticut State University 1986 — 1991
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
National Network of Digital Schools (NNDS) September 2008 - February 2013
North Hills School District June 2007 - June 2008
Career Connections Charter Middle School July 2006 - November 2006
Frederick County Public Schools January 1998 - July 2006
Prudential Financial October 1991 - January 1998
Quick Source, Inc. July 1989 - October 1991
Skills
Assessment, Microsoft Office, Student Engagement, Teaching, Curriculum Design, Administration, Instructional Technology, Staff Development, Educational Technology, Education Management, Research, Data Analysis, Instructional Design, Classroom Instruction, Differentiated..., Educational Leadership, Classroom, Technology Integration, K-12, E-Learning, Common Core State..., Standards Compliance, Curriculum Development, Adult Education, Elementary Education, Teacher Training, Educational Consulting, Distance Learning, Blended Learning, Learning Management, Special Education, Tutoring, Higher Education, Training, Classroom Management, Moodle, ESL, Faculty Development, Curriculum Mapping, Lesson Planning, Literacy, Coaching, Courses, Grant Writing, International Education, Teaching English as a..., Program Development, Secondary Education, Leadership Development, Language Arts
Education
Duquesne University 2008 — 2013
EdD, Instructional Technology
Duquesne University 2006 — 2007
MS, School Administration, K-12
Mount St. Mary's University 1998 — 2002
MEd, Elementary Education
Hood College 1985 — 1989
B.A., Business Finance
Coal Dogs 2004 - Present
Prudential Financial September 1976 - January 2001
Skills
Dog Training, Team Building, Dogs, Animal Behavior, Public Speaking, Dog Walking, Social Media Marketing, Pet Sitting, Clicker Training, Agility, Puppies, Entrepreneurship, Sales, Obedience, Pets, Coaching, Small Business, Photography, Animal Welfare, Social Networking, Training, Leadership Development, Dog Behavior, Social Media, Event Planning, Strategic Planning, Customer Service
Education
East Stroudsburg University of Pennsylvania 1971 — 1975
BS, Elem. Ed, Art
Scranton Central High School
Brandywine Global Investment Management January 2015 - Present
Prudential Financial July 2010 - June 2014
Pershing LLC, Bank of New York Mellon March 2009 - July 2010
JPMorgan 2005 - January 2009
SEI Investments 2000 - 2005
First USA / Bank One 1998 - 2000
Merrill Lynch 1996 - 1998
Prudential Insurance Company 1995 - 1996
Merrill Lynch 1986 - 1995
Skills
Search Engine Technology, Social Media Marketing, Business Process..., Business Process..., Vendor Management, Program Management, Strategy, Financial Services, CRM, Risk Management, New Business Development, SDLC, Executive Management, Management, Leadership, Outsourcing, PMO, Disaster Recovery, Business Analysis, Business Intelligence, Process Improvement, Project Management, Team Building, IT Strategy, Business Process..., Relationship Management, Product Management, Business Development, Strategic Partnerships, Business Planning, Team Management, Project Planning, Finance, Budgets, Marketing, Innovation, FINRA Series 99 License, Compliance
Education
New Jersey Institute of Technology 1992 — 1996
MS - Computer Science, Computer Science
East Stroudsburg University of Pennsylvania 1982 — 1986
BA, Economics
Council Rock High School 1976 — 1980
High School Diploma
Prudential Financial September 2014 - Present
Skills
Team Building, Customer Service, Small Business, Event Planning, Public Speaking, Sales, Social Media Marketing, Leadership, Public Relations, Marketing Strategy
Education
Duquesne University
Bachelor's Degree, Education, Secondary
Penn State University
Associate's Degree, Paralegal Studies
Citi May 2015 - Present
Prudential Financial October 2013 - Present
ICGCO May 2011 - September 2013
Kuwait Airways May 2005 - January 2009
Kuwait Computer Services June 2003 - May 2005
Keltron Component Complex June 2002 - July 2002
Skills
financial modelling, Project Portfolio..., Project Planning, Quantitative Analysis, Business Strategy, Financial Accounting, Statistics, Account Management, Marketing Management, Operations Management, Financial Management, Organizational Theory, CAPM, International Finance, Ethics, Forecasting, Budgeting, Financial Analysis, Portfolio Management, Business Analysis, Asset Management, Excel, Data Analysis, Banking, Business Management, Financial Modeling, Budgets, Management, Managerial Finance, Finance, Leadership, Project Management, Cross-functional Team..., Mergers & Acquisitions, Corporate Finance, Requirements Analysis, Valuation, Microsoft Excel, Team Management, Vendor Management, Process Improvement, Business Development, Strategy, Change Management
Education
Eastern Illinois University 2009 — 2011
Masters in Business Administration, Finance, General
Investment Banking Institute 2012 — 2013
Investment Banking, Investments and Securities
Pondicherry University 1999 — 2003
Bachelors in Technology, Electronics and Communication Engineering
Carmel School Kuwait
indian school kuwait
Indeed January 2015 - Present
Indeed.com September 2012 - January 2015
Indeed.com October 2011 - September 2012
Robert Half International August 2010 - October 2011
Prudential Financial August 2009 - July 2010
Education
Eastern Connecticut State University
Economics
SHS
TIAA-CREF August 2013 - Present
Center for Financial Planning, Inc. January 2011 - July 2013
FPA 2013 - 2013
Heritage Private Wealth LLC October 2009 - January 2011
Lincoln Financial Advisors February 2005 - October 2009
Prudential Financial March 2003 - February 2005
M&O Marketing June 2002 - March 2003
Skills
Wealth Management, Financial Planning, Investment Advisory, Reporting & Analysis, Securities, Fixed Annuities, Investments, Strategic Financial..., Finance, Wealth
Education
Walsh College 2006 — 2009
Master of Science in Finance, Finance
Eastern Michigan University 1997 — 2002
Bachelor of Business Administration, Business with a concentration in marketing
Prudential Financial May 2015 - Present
Futurity First June 2014 - April 2015
Law Offices Howard Lee Schiff December 2012 - June 2014
Metro Entertainment February 2012 - December 2012
New England Institute of Art January 2011 - February 2012
Skills
Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Payroll, Auditing, PowerPoint, Access, PeopleSoft, Budgets, Finance, Data Entry, Customer Service, Time Management, Accounts Receivable, Accounts Payable, QuickBooks, Journal Entries, Bank Reconciliation, Accruals, Great Plains Software, US GAAP
Education
Western New England University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Eastern Connecticut State University 2007 — 2009
Bachelor of Science (B.S), Accounting
COUNTRY Financial® July 1994 - Present
Prudential Financial August 1985 - June 1994
Skills
Term Life Insurance, Sales, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Life Insurance, Home Insurance, Commercial Insurance, Whole Life, Disability Insurance, Long-term Care, Homeowners, Property, Casualty
Education
Eastern Illinois University 1968 — 1972
Bachelor of Science (B.S.), Business Administration and Management, General
Colgate Palmolive May 2014 - Present
Colgate Palmolive March 2010 - May 2014
FYI Systems, Inc (dba FYI Business Solutions) May 2009 - May 2014
Prudential Financial June 2009 - August 2009
Hartford Life June 2008 - August 2008
Skills
Business Analysis, Quality Assurance, BRD, SDLC, Project Management, Software Documentation, Business Intelligence, CRM, Change Management, Management, Testing, Integration, Information Technology, Business Process, SharePoint, Business Process...
Education
East Stroudsburg University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.), Finance, Economics, Computer Science
EnrollVB September 2014 - Present
Great American Insurance January 2013 - April 2014
Monumental Life Insurance January 2012 - August 2012
Univers Workplace Benefits September 2003 - December 2010
Aflac September 2002 - November 2007
Prudential Financial June 2001 - May 2002
Farm Bureau Financial Services September 2000 - June 2001
Prudential Financial September 1996 - March 1998
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Term Life Insurance, Customer Service, Life Insurance, public speaking, Training, Health Savings Accounts, Fixed Annuities, Property & Casualty..., Public Speaking, Sales, Long-term Care, Sales Management, Underwriting, Accident, Team Building, Claim, Account Management, Whole Life, CRM, Workers Compensation, Medicare, Time Management, Critical Illness, Universal Life, Long Term Care Insurance, General Insurance, Commercial Insurance
Education
Brevard Community College 1990 — 1993
A.A, Business Administration
Rollins College
Business, Management, Marketing, and Related Support Services
J. Freeman & Associates, Inc. November 1998 - Present
Prudential Financial September 1996 - September 1997
Education
East Carolina University
BS
Aspire Financial Services, LLC September 2015 - Present
Prudential Financial April 2014 - September 2015
Prudential Financial September 2011 - March 2014
Prudential Financial July 2008 - September 2011
Metlife, East Penn Financial January 2007 - July 2008
Skills
Retirement Planning, Strategic Financial..., Coaching, Financial Services, Leadership, Insurance, Mutual Funds, Retirement, Fixed Annuities, Securities, Finance, Management, Investments, 401k, Series 63, Series 6, Investment Management, Relationship Management, Pensions, Life Insurance, Wealth Management, Asset Allocation, Financial Analysis, Financial Planning, Risk Management, Strategy, Employee Benefits, Financial Advisory, Sales
Education
University of Scranton 2009 — 2011
MBA, Business
East Stroudsburg University of Pennsylvania 2001 — 2005
BS, Marketing/Marketing Management, General
360 Corporate Benefit Advisors August 2009 - Present
USI Insurance Services June 2004 - May 2008
Prudential Financial September 2002 - March 2004
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Health Savings Accounts, Life Insurance, COBRA, Benefits Administration, Workers Compensation, Account Management, Underwriting, Strategic Planning, Brokers, Property & Casualty..., Employee Wellness, Managed Care, Term Life Insurance
Education
East Carolina University 1995 — 1999
Bachelor of Science, Economics
Livingston Radio Company September 2014 - Present
Lincoln Educational Services 2005 - 2014
Corinthian Colleges, Inc. 2001 - 2005
DeVry University 1999 - 2001
Livingston Radio Company 1996 - 1999
Prudential Financial 1986 - 1996
Kmart Corporation 1979 - 1986
Skills
Admissions, Team Building, Hiring Practices, Training, Career Counseling, Enrollment Management, Teamwork, CampusVue, Coaching, Team Leadership, Student Financial Aid, Courses, Campus, Staff Development, Higher Education, Retaining Customers, International Admissions, Organizational Behavior, Resume Writing, Sales Presentations, Sales Management, Direct Sales, Customer Satisfaction, Academic Administration, Recruiting, Student Recruiting, Student Engagement, Admissions Counseling, Customer Retention
Education
Eastern Michigan University 1974 — 1978
Bachelor of Science (B.S.), Public Administration
Quincy Christian School January 2015 - Present
Quincy Art Center October 2014 - Present
Blessing Hospital May 2013 - Present
Cato Corporation January 2014 - February 2014
TMI Hospitality/Fairfield Inn October 2012 - January 2014
Prudential Financial June 2012 - September 2012
Holiday Inn Express May 2012 - July 2012
McClean County Unit District Number Five August 2007 - January 2012
Parke Hotel and Conference Center August 2008 - June 2009
PATH Crisis/Referral Hotline April 2006 - August 2007
Skills
Crisis Intervention, Spanish, Microsoft Word, Teaching, Language Teaching, Tutoring, Lesson Planning, Leadership, Community Outreach, Suicide Assessment, Suicide Intervention, Microsoft Office, Community Advocacy, Higher Education, Psychotherapy, Public Speaking, Fundraising, Conflict Resolution, Critical Thinking, Event Planning, Staff Development, Social Networking, Curriculum Development, Editing, Nonprofits, Public Relations
Education
Lincoln Christian University 2004 — 2008
Christian Counseling
Illinois State University 2001 — 2004
Bachelor of Science (B.S.), Psychology, Minor in English
Eastern Illinois University 1997 — 2000
Psychology/English
PracBuilder September 2013 - Present
JMA Advisory Services, LLC March 2015 - Present
Wolters Kluwer June 2012 - August 2013
Global Compliance August 2011 - April 2012
Global Compliance January 2010 - July 2011
Johnson & Johnson, Consumer Division January 2009 - January 2010
Johnson & Johnson, Consumer Division August 2007 - December 2008
J&J Personal Products Company May 2006 - August 2006
D&B March 2004 - August 2005
Prudential Financial January 2002 - March 2004
Skills
Brand Management, Product Marketing, Product Management, SaaS, Cloud Computing, New Product Development, Strategic Planning, Financial Analysis, Pricing, Strategic Partnerships, Digital Marketing, Social Media Marketing, Product Development, Forecasting, Competitive Analysis, Segmentation, Cross-functional Team..., Integrated Marketing, Strategy, CRM, Online Advertising, Marketing, Leadership, Management, Entrepreneurship, Analytics, Market Research, Email Marketing, Analysis, Marketing Communications, Sales, B2B
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA
Washington University 1996 — 2000
BSBA, Finance
Western Reserve Academy 1992 — 1996
High School Diploma
Nowack Strategic Business Advisory & CPA December 2008 - Present
Vantium Capital, Inc. August 2006 - December 2008
Master Financial September 2006 - March 2007
H&R Block / Option One April 2003 - August 2006
Pearson, plc November 1998 - March 2003
Prudential Financial June 1997 - October 1998
Skills
Finance, Strategic Financial..., Strategic Planning, Financial Analysis, Accounting, Financial Modeling, Budgets, Business Planning, Tax, Management, Analysis, Leadership, Financial Planning, Strategy, Business Strategy, Start-ups
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA, Business
Montclair State University 1993 — 1997
BS, Business Administration - Accounting
University of Santa Monica
MA, Psychology
J.P. Morgan Securities, LLC December 2010 - Present
TIAA-CREF April 1994 - December 2010
Prudential Financial August 1982 - May 1985
Aetna Life Insurance Company May 1982 - May 1985
Education
Eastern Illinois University 1977 — 1981
Bachelor of Arts (B.A.)
Southern Methodist University
Master's Studies
K.L. Breeden & Sons June 2014 - Present
Greatwide Dedicated Transport July 2009 - June 2014
Clevonya Express LLC January 2008 - December 2013
Greatwide Dedicated Transport August 2006 - July 2009
Housing Authority of Champaign County January 2006 - August 2006
Prudential Financial January 2005 - December 2005
Novanet January 1998 - January 2005
Skills
LTL, Truckload, Logistics, Freight, Logistics Management, 3PL, Shipping, Warehousing, Fleet Management, Dispatching, Operations Management, Supply Chain, Supply Chain Management, DOT regulations, Transportation, Management, DOT Regulations
Education
Eastern Illinois University 2000 — 2002
BA, Business Administration
Parkland College
Associate's degree, Business Administration and Management, General
Prudential Financial September 2014 - Present
Prudential Financial March 2013 - September 2014
Prudential Financial October 2011 - March 2013
Prudential Financial September 2008 - October 2011
Skills
401k, Defined Benefit, Defined Contribution, RFP, Finance, Underwriting, Retirement, Series 6, Series 63
Education
Eastern Connecticut State University 2004 — 2008
BS, Business Administration
Prudential Financial 2015 - Present
Firemans Fund Insurance Company 2010 - 2015
Nationwide Insurance 2006 - 2010
AIG 2005 - 2006
Education
Duke University - The Fuqua School of Business
MBA
Georgia State University - J. Mack Robinson College of Business
MS
University of Florida - Warrington College of Business Administration
BS
First Bank May 2015 - September 2015
Coach House Garages June 2013 - May 2015
MasterBrand Cabinets September 2011 - August 2012
Prudential Financial February 2011 - June 2011
Skills
Teamwork, Microsoft Excel, Efficient, Self-Motivated, Customer Service, Bookkeeping, Accounting, Bank Reconciliation, Account Management, PowerPoint, Access, Microsoft Word, Data Entry, QuickBooks, Accounts Receivable, Accounts Payable, Financial Reporting, Cash Flow, Financial Statements, Journal Entries, Cost Accounting, Financial Analysis, Forecasting, Spreadsheets, General Ledger
Education
Eastern Illinois University 2009 — 2012
Bachelor's degree, Finance, General
Parkland College 2006 — 2010
Associate's degree, Business Administration and Management, General
Tuscola High School 2002 — 2006
Diploma, General Studies
Principal Financial Group July 2002 - Present
Integrated Financial Strategies July 1999 - July 2002
Prudential Financial April 1994 - July 1999
Skills
Concentration in the..., Deferred Compensation, Business Analysis, Executive Benefit..., Management, Pension Funds, Business Continuity..., Employee Benefits, Retirement, Disability Insurance, 401k, Retirement Plan...
Education
East Carolina University 2002 — 2004
Piano Performance
The American College 1989 — 1994
Chartered Financial Consultant and Chartered Life Underwriter, Financial Planning and Services
University of Colorado at Colorado Springs 1980 — 1982
Finance, General
Velocity Resource Group January 2014 - Present
Velocity Resource Group August 2010 - January 2014
Plainfield Community Consolidated School District #202 November 2006 - June 2010
Prudential Financial August 1991 - December 1999
Education
Eastern Illinois University
Bachelor of Science (B.S.), Education
Naperville Central High School
Prudential Financial March 2014 - Present
McGlohon & Company Insurance and Bonds May 2013 - March 2014
Skills
Microsoft Office, Microsoft Excel, Access, Microsoft Word, PowerPoint, Teamwork, Customer Service, Risk Management, Analysis, Insurance, Property, Finance
Education
East Carolina University 2011 — 2013
Bachelor of Science (BS), Business Administration, Finance, Risk Management and Insurance
Western & Southern Financial Group July 2014 - Present
W&S Financial Group Distributors 2014 - 2015
Prudential Financial March 2014 - July 2014
VALIC June 2013 - December 2013
Allstate June 2005 - July 2012
A.G. Edwards & Sons, Inc. January 2001 - June 2005
UBS July 1997 - January 2001
Rent-A-Center August 1986 - February 1996
Education
Eastern Kentucky University 1980 — 1982
Business Management / Industrial Education Technology
Allianz Global Investors June 1997 - Present
INVESCO 1995 - 1997
Prudential Financial 1987 - 1995
Skills
Social Media, Hedge Funds, Investments, Private Placements, Programming, Cloud Computing, Research, Market Research, Thematic/Sector Funds
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance
Duke University 1981 — 1985
BSEE, Engineering and Computer Science
The Prudential Insurance Company of America March 2015 - Present
Prudential Financial February 2012 - March 2015
Prudential Financial March 2011 - February 2012
Skills
Call Centers, Financial Services, Relationship Management, Customer Service, Variable Annuities, Series 6, Series 63, AnnuityNet, Escalation Resolution, Resourceful..., Business Networking
Education
University of Durham 2009 — 2010
Master of Arts (M.A.), Marketing
Elizabethtown College 2005 — 2009
Bachelor of Arts (B.A.), International Business
Prudential Financial September 2014 - Present
Boeing September 2011 - June 2014
2010U.S. CENSUS BUREAU February 2010 - June 2010
Skills
Microsoft Excel, Aerospace, Financial Analysis, Aircraft, Avionics, FAR, Supply Management, Microsoft Office, PowerPoint, Project Management, Earned Value Management
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master's, Master of Management Studies
West Virginia University 2006 — 2009
Bachelor of Arts, Foreign Languages
Janesville Acoustics January 2013 - Present
Prudential Financial 2012 - Present
Pfizer 2011 - 2012
Kellogg Company 2010 - 2010
Kellogg Company 2009 - 2010
Kellogg Company 2008 - 2009
HotSet Corporation 2008 - 2008
Koyo Corporation 2006 - 2006
Weber Specialties Company 2005 - 2006
Skills
Inventory Management, ISO, SPC, Workshop Facilitation, Accountability, Forklift Operator, Data Collection, Press Releases, Chart, Continuous Improvement, Lean Manufacturing, Manufacturing, Budgets, Customer Service, FDA
Education
Robert B Miller College 2006 — 2009
BS, Liberal Arts and Sciences/Liberal Studies
Eastern Michigan University
Kellogg Community College
AA, Liberal Arts and Sciences/Liberal Studies
The Investor Group at TheBANK of Edwardsville June 2011 - Present
Prudential Financial December 2010 - May 2011
Stifel Financial Corp. May 2009 - August 2009
Skills
Investments, Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, ETFs, Index Funds
Education
Eastern Illinois University 2007 — 2010
Bachelor's of Science, Finance
Bristol Global Mobility January 2014 - Present
Bristol Global Mobility January 2013 - January 2014
Bristol Global Mobility May 2011 - August 2012
Prudential Financial March 2001 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Wellness, Yoga, Mediation
Education
Southwest Institute of Healing Arts 2006 — 2007
Yoga Teacher Training
Western International University 2004 — 2007
International Business
Dutchess Community College 1995 — 1998
Associate of Arts (A.A.), Business Administration, Management and Operations
Carmel High School 1991 — 1995
Pleasant Grove Presbyterian Church October 2013 - Present
The Advocacy Alliance January 2006 - April 2009
Prudential Financial November 1991 - November 1999
Education
East Stroudsburg University of Pennsylvania 1988 — 1990
Elementary Education & Early Childhood Education
MUFG in the Americas April 2015 - Present
Bank of Tokyo-Mitsubishi UFJ, Ltd April 2013 - April 2015
Bank of Tokyo-Mitsubishi UFJ May 2009 - April 2013
CIBC World Markets 2000 - 2006
Prudential Financial August 1999 - March 2000
Pershing, a BNY Mellon company June 1998 - August 1999
NYFE, Cotton Exchange, COMEX Exchange January 1995 - January 1998
Clarendon Ltd, June 1989 - January 1995
Natural Resource Industry September 1979 - June 1989
Skills
Data Warehousing, Enterprise Architecture, SDLC, Risk Management, Business Intelligence, Business Analysis, Change Management, Banking, Program Management, Capital Markets, IT Management, IT Strategy, Vendor Management, Fixed Income
Education
CHUBB - Top Gun 1998 — 1998
Certificate
University of Arizona 1981 — 1983
MS
Earlham College 1975 — 1979
Bachelor's degree
Russell Pregler Associates LLC 2002 - Present
LexisNexis 2013 - 2014
Avon 2010 - 2012
Avon 2006 - 2010
Travelport a division of Cendant 2003 - 2006
Prudential Financial 1997 - 2002
Skills
Strategic Planning, Talent Management, Organizational..., Organizational..., Change Management, Succession Planning, Employee Engagement, Leadership Development, Executive Coaching, Organizational Design, Performance Management, Team Building, Process Improvement, Onboarding, Action Learning, Culture Change, Public Speaking, Management Consulting, Talent Acquisition, 360 Feedback, Management, Career Development, Career Management, Strategy, Training, Coaching, Recruiting, Leadership, Workforce Planning, Human Resources, HR Consulting
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
West Chester University of Pennsylvania
Bachelor of Science (B.S.)
Corporate Consultant January 2006 - Present
AFW Financial Group,LLC January 2006 - January 2009
Prudential Financial December 1989 - November 2006
Education
Eastern Illinois University 1980 — 1982
Wells Fargo May 2006 - Present
Hartford Life 2004 - 2006
Prudential Financial 1991 - 2001
Skills
Management, Process Improvement, Strategic Planning, Customer Service, Relationship Management, Life Insurance, Financial Services, Risk Management, Insurance, Series 7, Leadership
Education
Eastern Illinois University 1987 — 1991
Prudential Financial May 2014 - Present
Prudential Financial January 2013 - May 2014
Hartford Life March 2010 - January 2013
Southern New England Chapter of PMI January 2010 - December 2010
FUTURITY FIRST Insurance Group January 2010 - February 2010
Hartford Life October 2007 - August 2009
Sun Life Financial March 2005 - October 2007
Sun Life Financial 2004 - 2005
Lincoln Life 1999 - 2001
AXA Advisors 1998 - 1999
Skills
Product Development, Insurance, Process Improvement, Program Management, Project Planning, Problem Solving, Project Management, Employee Benefits, Business Analysis, Business Process..., New Business Development, Fixed Annuities, Team Leadership, Leadership, Training, Cross-functional Team..., Management, Strategic Planning, Risk Management
Education
Eastern Connecticut State University 2009 — 2010
Six Sigma Black Belt Program
CT Insurance & Financial Services (IFS) 2009 — 2009
Business Analyst Certificate
University of Phoenix 2001 — 2003
M.B.A., Business Administration
State University of New York College at Cortland 1994 — 1998
BS, Economics and Management Science
Bank of America 2012 - Present
Bank of America 2011 - 2012
Bank of America 2009 - 2011
Schering-Plough February 2009 - July 2009
Goldman Sachs February 2008 - January 2009
Bank of America April 2006 - February 2008
Deutsche Bank September 2004 - March 2006
Morgan Stanley May 2000 - September 2004
Prudential Financial April 1998 - April 2000
Maxim Group February 1996 - April 1998
Skills
Talent Acquisition, Talent Management, Recruiting, Vendor Management, Onboarding, Internet Recruiting, Applicant Tracking..., Sourcing, Technical Recruiting, College Recruiting, Management, Finance, Contract Recruitment, Executive Search, Human Resources, Performance Management, Sales, SDLC, Temporary Placement, Workforce Planning, HRIS
Education
East Stroudsburg University of Pennsylvania 1991 — 1994
BS, Movement Sport Studies and Exercise Science
Nuveen Investments February 2010 - Present
Nuveen Investments October 2004 - August 2010
Prudential Financial January 2003 - October 2004
Skills
Separately Managed..., Series 7, Mutual Funds, Investments, Asset Allocation, Series 63, Fixed Income, Investment Strategies, Wealth Management, Investment Management, FINRA, Securities, Closed-end Funds, ETFs, Asset Management, Bonds, Investment Advisory, Managing Accounts, Series 65, Uniform Combined State..., Wholesale, Alternative Investments, Strategic Financial..., Equities, Hedge Funds, 401k, Retirement Planning, Financial Advisory, Wholesaling, Financial Planning, Managed Accounts, Series 66, Unit Investment Trusts
Education
Eastern Illinois University 1998 — 2002
Bachelor of Science (BS), Finance
Eastern Illinois University 1998 — 2002
Bachelor of Science (B.S.), Finance
Prudential Financial
Skills
Requirements Analysis
Education
East Stroudsburg University of Pennsylvania 1990 — 1996
Global Mobility Solutions June 2014 - Present
Brookfield Global Relocation Services (formerly Prudential Relocation) 2009 - 2013
Prudential Financial 2008 - 2009
Prudential Financial 2006 - 2008
Prudential Financial 2005 - 2006
Skills
Customer Service, Real Estate, Process Improvement, Account Management, Vendor Management, Selling, Team Building, Business Analysis, Purchasing, Relocation, Call Center, Team Management, New Business Development, Negotiation, Customer Satisfaction, Training, CRM, Sales Management, Budgets, Management, Business Development, Marketing, Operations Management, Leadership, Contract Negotiation, Sales, Project Management, Call Centers, Recruiting, Salesforce.com, Human Resources, Strategic Planning, Forecasting, Strategy, Sales Operations, Customer Retention, Presentations, Marketing Strategy, Team Leadership, Business Planning, Coaching, Sales Presentations
Education
East Tennessee State University
University of Phoenix
Kolmar May 2006 - Present
Prudential 1998 - 2006
Prudential Financial 1997 - 2005
Education
East Stroudsburg University of Pennsylvania 1992 — 1992
Prudential Financial July 2015 - Present
PwC June 2013 - July 2015
PwC Consulting July 2012 - June 2013
Salesforce.com May 2009 - August 2012
Salesforce.com December 2006 - May 2009
mcgraw-hill 1996 - 2006
Universal Computer Systems 1994 - 1995
Skills
Salesforce.com, Cloud Computing, Professional Services, Requirements Gathering, Business Intelligence, SaaS, Business Process, Business Analysis, Enterprise Software, CRM, Analytics, SDLC, Business Development, Consulting, Software Project..., IT Strategy, Pre-sales, Strategy, Business Process..., Enterprise Architecture, Solution Architecture, Integration, Product Management, Management Consulting
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2002
MBA, Finance, Marketing
East Stroudsburg University of Pennsylvania 1987 — 1992
Bachelor of Arts (BA), Political Science and Government
UBS Wealth Management April 2006 - Present
Prudential Insurance 1996 - 2006
Prudential Financial 1995 - 2006
Skills
Fixed Income, Wealth Management, Equities, Asset Managment, Banking, Investments, Financial Services, Securities Lending, Risk Management, Alternative Investments, Loans, FX Options, Derivatives
Education
East Stroudsburg University of Pennsylvania 1989 — 1993
BS, Political Science and Government
Prudential 1998 - Present
Co December 2004 - Present
Prudential Financial February 1998 - February 1999
Skills
Business Analysis, SWIFT, Requirements Analysis, Fixed Income, Program Management, Analysis, Integration, Data Conversion, Risk Management, SWIFT payments, Requirements Gathering, Unix, Asset Management, SDLC, Team Management, Business Requirements, IT Management, IT Strategy, Software Project..., Financial Services, Back Office, Derivatives, Corporate Actions, Business Intelligence, Equities, Project Management, Banking, Business Process..., Vendor Management, Trading Systems, SQL, Process Improvement, Middle Office, Settlement, FX Options, Change Management, Relationship Management, Financial Markets, SWIFT Payments
Education
Stevens Institute of Technology 2004 — 2006
Master's degree, Management Information Systems, General
East Stroudsburg University of Pennsylvania 1995 — 1997
BA, Economics
East Stroudsburg University of Pennsylvania 1995 — 1997
BS, Management
Viamedia March 2015 - Present
Connoisseur Media January 2012 - March 2015
Cox Media Group June 2011 - February 2012
Prudential Financial September 2008 - April 2011
ADP February 2008 - July 2008
MortgageIT August 2005 - February 2008
Countrywide Home Loans October 2003 - July 2005
Cumulus Media 2000 - 2003
CBS Radio 1997 - 2000
Skills
Advertising Sales, Marketing Strategy, Media Planning, Advertising, Digital Marketing, Digital Media, Marketing, Marketing Communications, Media Buying, Online Advertising, Social Media, Social Media Marketing
Education
Eastern Connecticut State University 1991 — 1995
BS, Communications
The Gilbert School 1987 — 1991
Prudential Financial July 2014 - Present
Johnson & Johnson 2013 - 2013
Citi July 2011 - July 2012
Citi July 2008 - July 2011
FedEx Services July 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance, Capital Markets, Banking, Due Diligence, Equities, Cash Management, Portfolio Management, Risk Management, Asset Managment, Fixed Income, Derivatives
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Certificate of Academic Excellence in Finance; Strategy
New York University, Schack Institute of Real Estate 2009 — 2011
Certificate in Real Estate Finance and Investment
University of Pittsburgh 2003 — 2008
BA, Finance, Accounting
University of Wollongong 2005 — 2005
Study Abroad Semester
RSA Medical, Inc February 2014 - Present
RSA Medical February 2009 - February 2014
Realtime Solutions Group, LLC April 2005 - February 2009
Infocus Financial Group September 2001 - April 2005
AAM Capital Partners March 1999 - September 2001
Trans Union January 1995 - March 1999
Prudential Financial December 1989 - January 1995
Skills
Management, Strategic Planning, Insurance, Project Management, Leadership, Business Analysis, Process Improvement, Program Management, CRM, Account Management, Enterprise Software, Healthcare, HIPAA, Executive Management, Health Insurance, Strategy, New Business Development
Education
Eastern Illinois University 1985 — 1988
Georgia Technology Authority 2003 - Present
Georgia Technology Authority 2003 - Present
Emory Vision 2000 - 2002
Prudential Financial 1998 - 2000
Skills
Strategic Planning, Contract Negotiation, Change Management, Account Management, Business Strategy, Management, Negotiation, Business Analysis, Customer Service, Team Building, New Business Development, Marketing Strategy, Strategy, Team Leadership, Project Management, Business Development, IT Strategy, Project Portfolio..., Team Management, Training, Performance Management, Policy, Process Improvement, Business Process, Recruiting, Employee Relations, Management Consulting, Leadership, Human Resources, Government, Analysis, Project Planning, Program Management, Budgets, Vendor Management, Marketing, Organizational..., Business Process..., Product Development, Cross-functional Team..., Risk Management, CRM, Operations Management, Governance, Business Intelligence, Leadership Development, Quality Assurance, Consulting, Integration, Outsourcing
Education
University of Phoenix 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
East Stroudsburg University of Pennsylvania 1985 — 1989
Bachelor of Arts (BA), Communications
@properties January 2012 - Present
City of Berwyn March 2009 - Present
Keller Williams Gold Coast Realty October 2009 - January 2012
emediausa.com October 2007 - February 2009
Prudential Financial January 2006 - September 2007
Skills
Short Sale Negotiation, Foreclosure Negotiation, First Time Home Buyers, Short Sales, Investors, Sellers, Real Estate, Investment Properties, Foreclosures, Negotiation, Residential Homes, Property, Condos, Selling, REO, Real Estate Transactions, New Homes, Relocation, Single Family Homes, Buyer Representation, Rentals, Referrals, New Home Sales, Luxury, Buyers, Investments, Real Estate Development, Leases, Townhomes, Listings, FHA, Seniors, Apartments, HUD, Real Property
Education
Eastern Illinois University 1997 — 2001
BS, Political Science
Eastern Illinois University 1997 — 2001
Fenwick High School
Prudential Financial June 2005 - Present
Skills
Series 63, Mutual Funds, Defined Contribution, Series 7, 401k
Education
East Stroudsburg University of Pennsylvania 1973 — 1977
Reid Baker Associates June 2006 - Present
Prudential Financial January 1972 - April 2006
Education
Eastern Michigan University 1967 — 1971
Prudential Financial January 2014 - Present
Lincoln Financial Group January 2011 - December 2013
Lincoln Financial Group November 2008 - January 2011
Lincoln Financial Group August 2005 - November 2008
Travelers Life & Annuity/MetLife June 2005 - August 2005
Travelers Life & Annuity November 2003 - June 2005
Travelers Life & Annuity April 2001 - November 2003
Travelers Life & Annuity July 1999 - April 2001
Travelers Life & Annuity July 1997 - July 1999
Travelers Life & Annuity January 1996 - July 1997
Skills
Series 63, Series 7, FINRA, Insurance, Mutual Funds, Fixed Annuities, Product Development, New Product..., Project Management, Project Planning, Life Insurance, Variable Annuities, Strategy Execution, Relationship Management, Building Relationships, Synthesizing, New Business Development, Business Integration, Strategic Planning, Business Strategy, Retirement, Disability Insurance, Financial Services, Series 6, Leadership
Education
Eastern Connecticut State University 1990 — 1994
Bachelor of Science, Business Administration
Chiro One Wellness Centers May 2008 - February 2014
Lennar March 2003 - May 2008
Prudential Financial July 2001 - March 2003
Beyond Interactive August 1999 - January 2001
Automated Analysis June 1997 - August 1999
Skills
Account Management, New Business Development, Sales, Marketing, Cold Calling, Direct Sales, Customer Service, Sales Management, Social Media, Team Building, Marketing Strategy, Strategic Planning, Marketing Event Planning, Online Advertising, Negotiation, Customer Satisfaction, Customer Retention, New Home Sales, Recruiting
Education
Eastern Michigan University 1993 — 1997
Bachelor's Degree, Fashion Design
Prudential Financial January 2013 - Present
The Hartford July 2006 - April 2010
The Hartford April 2003 - June 2006
Education
Eastern Connecticut State University 1996 — 2000
BS, Business Administration
Prudential Financial March 2012 - Present
Prudential Financial February 2004 - March 2012
Primus January 1998 - June 2001
DigitalSelect 1997 - 2001
Primus 1997 - 2001
Education
Duke University - The Fuqua School of Business 2001 — 2003
Master of Business Administration (MBA)
Howard University School of Law 1996 — 1999
JD, Law
Wesleyan University 1992 — 1996
BA, Government
Midwood H.S. 1988 — 1992
Prudential Financial September 2010 - Present
LVA Communications February 2007 - September 2010
LVA Corporate Communications September 2003 - February 2007
LVA Corporate Communications February 2001 - February 2003
WQGN FM Broadcasting Station September 1999 - December 1999
Skills
Public Relations, Creative Writing, Public Speaking, Media Relations, Press Releases, Corporate Communications, Editing, Strategy
Education
Eastern Connecticut State University 1995 — 1999
B.S, Communications; Public Relations
Guardian Life December 2013 - Present
Prudential Financial February 2007 - December 2013
ALCOS September 2005 - February 2007
Reliance Standard October 2001 - September 2005
The Standard July 1997 - October 2001
Unum April 1994 - June 1997
Skills
Disability Insurance, Employee Benefits, Insurance, Underwriting, Life Insurance, Health Insurance, Brokers, Long-term Care, Term Life Insurance, Sales, Health Savings Accounts, 401k, Account Management, Group Insurance, Accident, Long Term Care Insurance
Education
Eastern Michigan University 1989 — 1994
BS, Communications and Psychology
Kroger June 2012 - Present
Prudential Financial October 2009 - December 2010
McCamish Systems 2008 - 2009
SunTrust Bank 2007 - 2008
The Maids of Atlanta 2005 - 2007
Wachovia Bank, N.A. 2004 - 2005
Computer Sciences Corporation 2000 - 2004
Prudential Life Insurance Company of America 1999 - 2000
Air National Guard 1980 - 2000
The Phoenix Companies 1995 - 1999
Skills
Insurance, Operations Management, Business Analysis, Customer Service, Microsoft Office, Banking, Leadership Development, Public Speaking, Budgeting, Customer Relations, Real Estate, Hiring, Product Knowledge, Planning, Security, Team Management, Visio, Commission Processing, New Business Processing, Compliance, Property & Casualty..., Elixir, Administrative Man, Human Resources, Food Safety, Workplace Safety, Profit & Loss Management, Management, Project Planning, Team Building, Budgets, Training, Process Improvement
Education
Eastern Connecticut State University 1984 — 1987
BS, Business Administration
Community College of the Air Force
A.S., Intelligence and Imagery Analysis
Life Office Managment Association
Quality & Productivity Soulutions
Project Management Professional (PMP) Certificate
Prudential Financial July 2006 - Present
Prudential Financial June 1998 - July 2006
Prudential Financial 2002 - 2006
Skills
Capital Markets, Funding, Fixed Income, Risk Management, Business Analysis, SDLC, Financial Services, Asset Management, Bloomberg, Banking, Portfolio Management, Corporate Finance, Relationship Management, Requirements Gathering, Financial Analysis, Derivatives, Analysis, Finance, Equities, Securities, Financial Markets, Credit, Treasury Management
Education
Stevens Institute of Technology 2002 — 2004
Masters, Information Systems Management
East Stroudsburg University of Pennsylvania 1995 — 1998
Bachelor of Science, Management
East Stroudsburg University of Pennsylvania 1995 — 1998
Bachelor of Arts, Economics
High Point Insurance December 2003 - June 2005
Prudential Financial June 1994 - December 2003
Education
East Stroudsburg University of Pennsylvania 1987 — 1990
BS, BUSINESS MANAGEMENT
Prudential Financial July 2015 - Present
Prudential Financial January 2007 - Present
Advest, Inc. January 1995 - June 2006
Skills
Series 7, Mutual Funds, Retirement Planning, Wealth Management, Securities, Product Development, Product Management, Product Marketing, IRAs, Defined Contribution, P&L Responsibility, Strategic Planning, Marketing Strategy, Retirement, Strategy, Strategic Financial..., P, Leadership, Investments, Financial Advisory, Business Planning
Education
Eastern Connecticut State University 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Cartus October 2014 - Present
Cartus June 2013 - Present
Prudential Financial November 2011 - June 2013
Corporate Brokers September 2010 - April 2011
Eastern Connecticut State University August 2007 - October 2010
Stew Leonard's August 2004 - May 2009
Skills
Customer Service, PowerPoint, Social Media, Facebook, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Public Speaking, Outlook, Relationship Management, Financial Services, Leadership, Marketing
Education
Eastern Connecticut State University 2006 — 2010
Bachelor of Science in Business Administration, Marketing
Prudential Financial August 2011 - Present
Skills
Human Resources, Instructional Design, Leadership Development, Training, Onboarding, Workshop Facilitation, Project Management, Vendor Management, Microsoft Office, PowerPoint, Needs Analysis, Microsoft Excel, Microsoft Word, Project Planning, Organizational...
Education
Eastern Connecticut State University 2000 — 2004
Prudential Financial February 2012 - Present
Prudential Financial March 2008 - February 2012
ING January 2001 - March 2008
Education
University of Hartford 2007 — 2009
MBA
Eastern Connecticut State University 2000 — 2003
Bachelors of Science in Business Administration, Business
BB&T June 2014 - Present
The Prudential Insurance Company of America May 2013 - June 2014
Prudential Financial July 2011 - April 2013
Saybrus Partners 2009 - July 2011
Phoenix Life Insurance Company April 2006 - December 2009
Prudential Financial September 1993 - March 2006
Prudential Financial July 1990 - August 1993
Prudential Financial November 1988 - June 1990
Prudential Financial September 1987 - November 1988
US Navy July 1980 - August 1987
Education
East Carolina University 1974 — 1979
BS, Business Administration
Macro Wealth Management, Inc. February 2007 - Present
Wealth Designs, Inc. July 1994 - Present
Prudential Financial June 1989 - June 1994
Peat Marwick September 1988 - May 1989
Skills
Financial Analysis, Strategic Planning, Business Strategy, Public Speaking, Retirement Planning, Investments, Retirement, Small Business, Accounting, Tax, Business Planning, Estate Planning, Insurance, Dentistry, Mutual Funds, Loans, Microsoft Office, Project Management, Business Development, Strategic Financial..., Banking, Asset Management, Wealth Management, Income Tax, Investment Advisory, Finance, Due Diligence, Disability Insurance, Tax Preparation, Financial Planners, Mortgage Lending, Term Life Insurance, Financial Planning
Education
Eastern Illinois University 1980 — 1984
B.S., Accounting
Vivint Solar June 2015 - Present
Deseret Career Couneling February 2014 - Present
Liberty Mutual Insurance September 2012 - February 2014
Arizona Middle School Athletics Association August 2009 - September 2012
Kentucky AAU Basketball 2008 - 2009
Open Court Sports Facility November 2004 - January 2006
Wachovia Bank / Wells Fargo January 2000 - November 2004
Nationwide Insurance July 1994 - August 1999
Prudential Financial August 1984 - August 1991
Skills
Customer Service, Insurance, Budgets, Event Planning, Strategic Planning, Team Building, Coaching, Sales Management, Sports, Sales, Event Management, Public Speaking, Marketing, Training, Employee Benefits, Fixed Annuities, Nonprofits, Analysis, Management, Leadership, Marketing Strategy
Education
Northcentral University 2013 — 2014
Master of Business Administration (MBA)
Eastern Kentucky University 1991 — 1992
BS, Sports Management
University of Kentucky 1982 — 1984
Primerica October 2013 - Present
Insuritas July 2013 - Present
Prudential Financial August 2010 - November 2011
The Phoenix Companies October 2007 - June 2009
Prudential Financial May 2006 - October 2007
ING May 2004 - May 2006
Liberty Bank August 1999 - December 2004
The Hartford April 2002 - August 2002
Skills
Annuities, Insurance, Annuity, Retirement Planning, Mutual Funds, Series 6, Brokers, Series 63, Retirement, Long Term Care, Financial Planning, Disability Insurance, Portfolio Management, 401k, Term Life Insurance, Pensions, Deferred Compensation, Customer Service, Benefits, Microsoft Office, Inside Sales, Salesforce.com, Sales Support, Fixed Annuities, Sales, Strategic Financial..., Uniform Combined State..., Long-term Care, Benefits Administration, Employee Benefits, Health Insurance, Sales Operations, Property & Casualty..., Life Insurance, Series 7, Variable Annuities, Financial Services, Banking, Securities, FINRA, Wealth Management, Finance, Relationship Management, Leadership, Investments, Management, Marketing
Education
Eastern Connecticut State University 1996 — 2002
Bachelor of Science, Business, Finance
Manchester Community College
CFP, Certified Financial Planner, 4.0
Bloomberg LP January 2014 - Present
Trion Worlds, Inc July 2012 - October 2013
THQ August 2011 - July 2012
KAOS Studios/THQ October 2005 - August 2011
Prudential Financial April 1998 - October 2005
Warner Lambert August 1997 - April 1998
Skills
User Interface, PS3, Xbox 360, Game Development, Gameplay, Unreal Engine 3, Game Programming, Perforce, Console, Video Games, Game Design, Unreal Editor, Gameplay Programming, Multiplayer, Game Mechanics, UnrealScript, ActionScript, Maya, Texturing, Zbrush, User Interface Design, Xbox
Education
Duke University 1989 — 1993
Bachelor's Degree of Science and Engineering, Biomedical Engineering and Electrical Engineering
Piscataway Hight School 1985 — 1989
High School Diploma
Southeastern Illinois College April 2010 - Present
Southeastern Illinois College March 2005 - Present
Southeastern Illinois College June 2003 - April 2005
Prudential Financial 1990 - 1991
Skills
Higher Education, Instructional Design, Curriculum Development, Teaching, Public Speaking, Leadership, Management, Strategic Planning, Budgets, Process Improvement, Event Planning, Customer Service, Training, Fundraising, Staff Development, Government, Community Outreach, Nonprofits, Leadership Development
Education
Eastern Illinois University 1987 — 1990
Bachelor of Arts (BA), Speech Communication and Rhetoric
Southeastern Illinois College 1986 — 1987
General Studies
Waldron Private Wealth April 2015 - Present
Waldron Private Wealth January 2002 - April 2015
Prudential Financial January 2000 - January 2002
Skills
Strategic Planning, Branding & Identity
Education
Duquesne University 2007 — 2007
School of Leadership and Professional Studies - Executive Certificate Financial Planning
Duquesne University 1999 — 2003
BSBA, Investment Management, Magna Cum Laude
Marketing Solutions Unlimited May 2011 - Present
Prudential Financial August 1995 - April 2011
CIGNA Retirement 1995 - 2004
Travelers 1987 - 1993
Skills
Direct Marketing, Marketing Strategy, Marketing Communications, Direct Mail, Marketing, Email Marketing, Digital Marketing, Integrated Marketing
Education
Eastern Connecticut State University 1980 — 1984
BS, Business Administration
Prudential Financial February 2005 - Present
TD Securities June 1994 - February 2005
Skills
Derivatives, Equities, Fixed Income, Capital Markets, Financial Modeling, Financial Analysis, Investments, Bloomberg, Portfolio Management, Securities, Asset Managment, Series 7
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Finance
University of Notre Dame 1985 — 1989
BBA, Finance
Cleveland State University August 2010 - August 2012
Financial Management Associates November 2008 - December 2009
Clark Atlanta University August 2006 - August 2007
Prudential Financial September 2003 - July 2006
Kennesaw State University 2001 - 2003
Clayton County Government September 2001 - November 2002
City of Milwaukee, Employee Retirement System June 1999 - June 2000
Case Capital Corporation September 1997 - December 1999
Government of USVI May 1995 - December 1996
Digital Equipment Company March 1994 - June 1995
Skills
Public Speaking, Research, Microsoft Excel, PowerPoint, Strategic Planning, Customer Service, Fundraising, Microsoft Word, Financial Analysis, Non-profits, Strategy, Leadership, Budgets, Analysis, Forecasting, Nonprofits, Management, Investments, Banking
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA), Finance, General
Howard University
Bachelor of Business Administration (BBA), Accounting
Mendel Catholic Preparatory High School
Prudential Financial February 2004 - Present
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Howard University School of Law 1996 — 1999
JD
Wesleyan University 1992 — 1996
B.A., Government
Progressive Insurance August 1993 - Present
Progressive Insurance August 1993 - Present
Prudential Financial February 1987 - August 1993
Skills
Management, Claim, Insurance, Property & Casualty..., Customer Service, Strategic Planning, Commercial Insurance, Subrogation, Workers Compensation, Coaching, Employee Benefits, Selling, Risk Management, Claim Investigation, Liability Analysis, Claims Management, Insurance Law, Life Insurance, Public Speaking
Education
East Stroudsburg University of Pennsylvania
ACI Glass Products Admin ManagerVitro America1993 - Present
Prudential Financial 1986 - 1993
Education
Guilford Technical Community College 1982 — 1985
Business Associates, Business
East Carolina University 1980 — 1982
General
Prudential Financial November 2009 - Present
Skills
Refinance, FHA, Mortgage Planning, First Time Home Buyers, Mortgage, Life Insurance, Car and Home Insurance, Retirement Solutions, Medicare, Health Insurance, Long Term Care, Disability Insurance, Customer Satisfaction, Client Relationship..., Business Relationship..., Banking Relationships, Marketing Strategy, Customer Loyalty, Strategic Planning
Education
East Carolina University 1995 — 2000
Bachelor Science, Communication / Production
Enbridge Gas Distribution April 2007 - Present
Foresters September 1998 - January 2007
Prudential Financial February 1981 - August 1998
Skills
Confidentiality, Administrative..., Lotus Notes, Project Planning, Microsoft Office, Office Administration, Microsoft Excel, Team Leadership, Event Planning
Education
Durham College 1977 — 1980
Bachelor of Business Administration (B.B.A.)
Central High School
Sparta Area Schools January 2011 - Present
Prudential Financial January 1990 - January 1995
Education
East Carolina University 1984 — 1987
Bachelor of Arts, Psychology
Polo Ralph Lauren September 2005 - Present
Prudential Financial 1989 - 2004
Skills
Customer Service, Merchandising, Apparel, Product Development, Trend, Sales Management, Trend Analysis, Visual Merchandising, New Business Development
Education
East Stroudsburg University of Pennsylvania
Bachelor of Arts (BA), Mathematics
Prudential Financial September 2008 - Present
Skills
Investments, Portfolio Management, Capital Markets, Fixed Income, Management, Risk Management, Strategy, Investment Strategies, Asset Management
Education
Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA), Finance
Duke University 1978 — 1982
Bachelor of Arts (B.A.), Economics
RBC Wealth Management May 2015 - Present
David Lerner Associates, Inc. May 2013 - May 2015
Onward Healthcare April 2010 - January 2013
Prudential Financial July 2009 - November 2009
Junk my Car March 2008 - June 2009
Skills
Customer Service, Sales Operations, Sales Support Tools, Operations Management, Administrative..., Contract Management, Data Analysis, Sales, Management, Negotiation, Recruiting, Microsoft Office, Call Centers, Salesforce.com, Account Management, Customer Retention, Social Networking, Microsoft Excel, Time Management, Teamwork, Customer Satisfaction, Cold Calling
Education
Southern New Hampshire University 2013 — 2015
Bachelor’s Degree, Operations Management and Supervision
Eastern Connecticut State University
Loman-Ray Insurance Group November 2011 - Present
Prudential Financial January 2010 - October 2011
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Portfolio Management, Mutual Funds, Retirement, Investment Advisory, Estate Planning, Financial Analysis, Investment Strategies, Insurance, Asset Management, Asset Allocation, Risk Management, Pensions
Education
Eastern Illinois University 2005 — 2009
Bachelor's degree, Marketing
Self-employed September 2009 - Present
State of Minnesota March 2001 - September 2011
Prudential Financial June 1994 - April 1999
Skills
Training Needs Analysis, E-Learning, Development & delivery..., Blended Learning, Staff Development, Learning Management...
Education
Eastern Kentucky University
Metropolitan State University
Bachelor of Arts (B.A.), Human Resources Development
Prudential Financial April 2015 - Present
Vanguard August 2005 - October 2014
Crown Automotive Group February 2000 - July 2004
United States Air Force August 1989 - August 1993
Skills
Team Leadership, Business Acumen, Conceptual Ability, Business Strategy, Strategic Leadership, Contract Negotiation, Contract Management, Relationship Management, Relationship Building, Leadership, Management, Strategy, Sales, Investments, Analysis, Team Building, Customer Service, Financial Services, Finance, Insurance, Portfolio Management
Education
Kaplan University 2013 — 2014
Financial Planning Education Program, Financial Planning and Services
East Tennessee State University 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Salford Township 2012 - 2013
Telford, PA June 2006 - April 2010
Roselynde Kennel 2001 - 2007
Prudential Financial 1998 - 2002
Prudential Financial 1993 - 1998
Prudential Financial 1989 - 1993
Skills
Project Management, Process Improvement, Procedure Manuals, Training, Financial Analysis, Financial Reporting, Account Reconciliation, QuickBooks, Bookkeeping, Microsoft Office, Outlook, PowerPoint, Customer Service, Appointment Scheduling, Handle Confidential..., Oral & Written..., Written & Oral..., Performance Metrics, Facilitate Meetings, Project Planning
Education
East Stroudsburg University of Pennsylvania
Undergraduate studies
Montgomery County Community College
Undergraduate studies