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,
Prudential Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Prudential Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Combined Insurance United States November 2014 - Present
Prudential Financial August 2014 - November 2014
F.C. Tucker Company March 2014 - August 2014
American Homes 4 Rent March 2013 - March 2014
REAL Univeristy August 2012 - May 2013
Volt Workforce Solutions 2011 - March 2013
HJ Heinz 2011 - November 2011
Garden Villa 2011 - April 2011
TRIO Programs - U.S. Department of Education 2010 - September 2010
Skills
Sociology, Employee Relations, Job Descriptions, Talent Development, Talent Management, Non-profits, Promotions, Administration, Succession Planning, Volunteer Management, Organizational..., Planning, Hiring, Leadership Development, Real Estate, Project Planning, Talent Acquisition, Interviews, Onboarding, Human Resources, Leadership, Payroll, Management, College Recruiting, Coaching, Applicant Tracking..., Nonprofits, Event Planning, Marketing, Microsoft Office, Public Speaking, Sales, Team Building
Education
Indiana University Bloomington 2007 — 2011
BA, Sociology
Prudential Financial March 2012 - Present
Fidelity Investments 2007 - 2012
Fidelity Investments 2007 - 2008
Iowa Coalition Against Domestic Violence/MUNA Legal Clinic 2005 - 2007
Skills
Retirement, Marketing Communications, Marketing, Social Media, Employee Benefits, Microsoft Office, Series 63, Sales, Series 6, Licensed Life Insurance..., Business Planning, Analysis
Education
Iowa State University 2002 — 2006
BA, Journalism and Mass Communications
Universidad de Alicante Spain
Spanish
Self Employed May 2009 - Present
Circle K Convenience Stores (HK) Ltd August 2013 - March 2014
Hanley Wood March 2013 - April 2013
Hanley Wood March 2012 - May 2012
Griffin Knights Realty Corp March 2011 - August 2011
Dun and Bradstreet August 2009 - December 2009
Paul Love Industries July 2004 - May 2009
Prudential Financial July 1997 - June 2004
Prudential Healthcare August 1995 - July 1997
Pana-Pacific February 1993 - July 1995
Skills
Notary Public, Administrative Office..., Executive Support, Office Management, Sales Support, Sales Desk, Customer Service, Call Centers, Data Research, Data Entry, Social Media, Social Networking, Facebook, Outlook Express, Lotus Notes, ACT
Education
Arizona Department of Education 2013 — 2013
GED, 720/800
Santa Rosa Junior College 1990 — 1991
Anthropology, Linguistics
Irvine Valley College 1988 — 1990
Anthropology, Linguistics
Lamar Highschool 1985 — 1987
Irvine Highschool 1984 — 1985
Prudential Financial March 2014 - Present
Ross Law Group, APC May 2008 - October 2014
Copenbarger & Associates June 2006 - March 2008
Newcastle Escrow January 2004 - January 2005
Security Pacific January 2002 - January 2004
Skills
Outlook, Real Estate, Litigation, Leadership, Trials, Organization, Legal Writing, Corporate Law, Time Management, Appeals, Wills, Customer Service, Mediation, Civil Litigation, Negotiation, Microsoft Word, Microsoft Office, Event Planning, Litigation Support, Dispute Resolution, Social Networking
Education
California State University Fullerton 2012 — 2013
Bachelor's Degree, Business Administration, with emphasis in Marketing, Honor Roll Graduate
Irvine Valley College 2008 — 2012
Associate's Degree, Social & Behavioral Sciences
Garey High School
Lockton Companies May 2014 - Present
Marsh May 2004 - May 2014
Hortica Insurance & Employee Benefits September 1999 - February 2004
Prudential Financial May 1990 - September 1999
Skills
Insurance, Selling, Sales, Property, Brokers, Commercial Insurance, Liability, Customer Service, Workers Compensation, General Insurance, Merchandising, Retail, Professional Liability, Casualty, D, Marketing
Education
Indiana University-Southeast
Business, Business/Commerce, General
Horizon Planning Group June 2013 - Present
Modern Woodmen of America April 2011 - Present
Foresters September 2005 - April 2011
Prudential Financial April 1994 - September 2003
US Army August 1983 - March 1994
Skills
IRAs, Retirement Planning, Wealth Accumulation, Fixed Annuities, Long Term Care Insurance, Retirement, Life Insurance, 401k Rollovers, Long-term Care, Mutual Funds, Employee Training, Project Management, Operations Management, Team Management, Management, Sales Management, Recruiting, Workshops, Operational Planning, Employee Relations, Employee Engagement, Education Funding
Education
Indiana Wesleyan University 2013 — 2014
Certification, Human Services, General
Indiana Wesleyan University 2011 — 2013
Bachelor of Science (B.S.), Business Management/Human Resource Management
USI Insurance Services January 2014 - Present
Prudential Financial November 2008 - November 2011
Skills
Talent Acquisition, Technical Recruiting, Property & Casualty..., Employee Benefits, Leadership, Insurance, Vendor Management, SDLC, Recruiting, Benefits Administration, Behavioral Interviewing, Sales Recruitement, Process Improvement, Team Building, Coaching, Leadership Development, Organizational..., Human Resources, Project Management, Negotiation, Business Strategy, Training
Education
Iona College
Gail & Rice September 2010 - Present
University of San Diego June 2010 - September 2010
University of San Diego September 2009 - May 2010
ETS October 2007 - May 2010
Prudential Financial June 2009 - August 2009
Quantum Interactive June 2008 - August 2008
Project Active June 2008 - August 2008
Skills
Social Media, Event Planning, Social Media Marketing, PowerPoint, Keynote, Organizational..., Press Conferences, Corporate Events, Event Management, Event Producing, Production Support, Travel, Time Management, Close Attention to..., Exceptional People..., Leadership, Online Marketing, Digital Media
Education
University of San Diego 2006 — 2010
BBA, Business Administration
St. Clare's, Oxford 2008 — 2008
Instituto Tecnológico y de Estudios Superiores de Occidente, A.C. 2007 — 2007
Spanish, Communication
LinkedIn August 2015 - Present
Prudential Financial July 2007 - Present
Prudential Financial July 2007 - July 2015
Prudential Financial July 2007 - September 2010
American Express March 2004 - June 2007
American Express July 2001 - March 2004
American Express September 1999 - July 2001
American Express April 2001 - May 2001
Federal Reserve Bank of NY 1998 - 1999
Skills
Recruiting, Employee Relations, Performance Management, Talent Acquisition, Talent Management, Employer Branding, HR Consulting, Succession Planning, Organizational..., Vendor Management, Collaboration, Leadership, Digital Media, Brand Management, College Recruiting, Personnel Management, CRM, Interviews, Human Resources, HR Metrics, Management, Social Media, Training, Change Management, Mobile Marketing, Sourcing
Education
New York University
MA, Applied Psychology
Indiana University Bloomington
BA, Psychology
PHEAA February 2015 - Present
Destined To Achieve Inc. DTA May 2012 - Present
Prudential Financial April 2014 - February 2015
PNC October 2013 - May 2014
University of Pennsylvania Health System November 2011 - July 2012
EXPRESS June 2008 - December 2011
TRG Customer Solutions Marketing November 2009 - January 2011
Shine Management CPA March 2010 - 2011
Taylor Nelson Sofres August 2008 - May 2009
Skills
Epic, Customer Service, Microsoft Office, Microsoft Works, PowerPoint, Excel, Outlook Express, Outlook, Microsoft Excel, Data Entry, Entrepreneurship, Epic Systems, Program Management, Team Building, Leadership, Access, Healthcare, Marketing, Social Media, Sales, Social Media Marketing
Education
Penn State University
Master of Public Administration (M.P.A.), Human Resources Management/Personnel Administration, General
Cheyney University of Pennsylvania 2012 — 2013
Spr 2013, Business Administration and Management, General, 3.75
Shippensburg University of Pennsylvania 2011 — 2011
Marketing
Indiana University of Pennsylvania 2007 — 2010
Marketing, Management
Mutual of Omaha August 2007 - Present
Prudential Financial 2004 - 2007
Millard Public Schools 2002 - 2004
Mutual of Omaha 2000 - 2002
Bellevue Public Schools 1995 - 2000
Skills
Insurance, Disability Insurance, Life Insurance, Sales Management, Term Life Insurance, Underwriting, Fixed Annuities, Sales, Long-term Care, Direct Sales, New Business Development, Long Term Care Insurance, Universal Life, Whole Life, Retirement Planning, Health Insurance
Education
The American College
CLU
University of Nebraska at Omaha
Master of Science (MS), Secondary Education and Teaching
Iowa State University
Bachelor of Science (BS), Secondary Education and Teaching
North Iowa Area Community College
Associate's degree, Education
SIHO Insurance Services August 2014 - Present
Benefit Planning Consultants, Inc. October 2006 - May 2013
Nyhart June 1998 - October 2006
WellPoint June 1992 - February 1998
Prudential Financial February 1979 - April 1992
Skills
Sales Operations, Business Development, Sales Management, Marketing, Sales Process, Lead Generation, Relationship Marketing, Customer Retention, Project Planning, Cross Selling, Claims Management, Time Management, Networking, Setting up new..., Solution Selling, Business Strategy, Team Building, Dependable Team Player, Brochures, Client Relations Skills, Client Presentation, Certified Fund Raising..., Coaching, Leadership, Healthcare, Strategic Planning
Education
Indiana University-Purdue University at Indianapolis 1996 — 1999
Health Information/Medical Records Administration/Administrator, 3.5 GPA
Old Mutual Global Investors May 2010 - Present
Skandia Investment Group May 2006 - May 2010
Prudential Financial April 2005 - September 2006
Skandia Global Funds July 2002 - April 2005
Skills
Series 7, Mutual Funds, Wealth Management, Investments, Alternative Investments, Asset Management, Managed Futures, Offshore Funds, Offshore Investments, Fixed Income Strategies, Relationship Management, Salesforce.com, UCITS, Investment Management, Global Asset Management, Fixed Income, Financial Services, Investment Advisory, Fund Of Funds, Investment Strategies, Market Neutral, Hedge Funds, Separately Managed..., Management
Education
Sacred Heart University
BS, Business Administration
INSEAD
Channel Leadership Programme
New York Life Insurance Company October 2015 - Present
Prudential Financial April 2015 - Present
The Hartford August 2011 - May 2014
Lincoln National Corporation May 2002 - August 2011
Deloitte November 1998 - April 2002
Skills
Accounting, Tax, Sarbanes-Oxley Act, Financial Analysis, SEC filings, Financial Reporting, Tax Accounting, Strategic Financial..., CPA, Internal Controls, Corporate Tax, Due Diligence, Mergers & Acquisitions, GAAP, Sarbanes-Oxley, Financial Modeling, US GAAP, Public Speaking, Financial Planning, SEC Filings
Education
Indiana University Bloomington 1982 — 1985
Master of Business Administration (M.B.A.), Finance, General
Indiana University Bloomington 1978 — 1982
Bachelor's Degree, Accounting
Lead Change Group August 2012 - Present
UBS Wealth Management March 2012 - Present
UBS Wealth Management August 2011 - February 2012
UBS Financial Services Inc. April 2007 - August 2011
Prudential Investments January 2007 - April 2007
Prudential Financial December 2003 - January 2007
Prudential Securities April 2000 - November 2003
KPMG LLP August 1998 - April 2000
Merrill Lynch November 1997 - August 1998
New York City Board of Education July 1995 - November 1997
Skills
Certified Scrum Master..., PMP, Certified Leadership..., Leadership Mentoring, Mentoring, Executive Coaching, Coaching, System Design, Systems Analysis, Data Modeling, Team Building, Idea Generation, Process Improvement, Leading Change, Agile Coach, Agile Methodologies, Leadership Development, Business, Testing, SDLC, PMO, Visio, DB2, COBOL, Vendor Management, Software Development, Business Analysis, Program Management, Access, Leadership, Databases, Cross-functional Team..., Management, Integration, Project Management, Strategy, Analysis, Enterprise Software, Team Leadership, Project Planning, Scrum, Business Requirements, IT Strategy, Project Portfolio..., Strategic Planning
Education
John Maxwell Team 2013 — 2013
The John C. Maxwell Certification Program, Coach, Trainer and Speaker
Seton Hall University 2006 — 2008
Master of Arts, in Strategic Communication and Leadership (MASCL)
The George Washington University 2001 — 2003
Masters Certificate, Project Management
Iona College 1998 — 2000
MBA, with Concentration in Information & Decision Technology Management
University Of Santo Tomas 1984 — 1988
Bsc, Accounting
Workplace Coach Institute Inc.
Certified Leadership Development Coach (CLDC)
PPCHA
Prudential Financial November 2000 - Present
JELD-WEN, inc April 2000 - June 2000
Advanced-Data Comm, Inc April 2000 - June 2000
Skills
Defined Benefit, Call Centers, Financial Services, Management, Retirement, Relationship Management, Customer Service, Mutual Funds, Customer Retention, FINRA, Series 6, Training, Retirement Planning, Investments, Insurance, Series 63, Employee Benefits, Pensions, Process Improvement, Series 7, Risk Management, Leadership
Education
Iowa State University 1984 — 1988
BA, Political Science, History, English
GEICO September 2013 - Present
Randstad December 2012 - September 2013
Philadelphia Phoenix March 2013 - July 2013
Giant Food May 2009 - January 2013
Prudential Financial August 2012 - December 2012
Giant Food May 2005 - May 2009
Skills
Microsoft Office, Customer Service, Leadership, Time Management, PowerPoint
Education
Indiana University of Pennsylvania 2008 — 2012
B.A., Criminology
WorldWide Connect 2008 - Present
Global Gals January 2014 - Present
Prudential Financial 2002 - 2006
Asia-Pacific Research Insitute - Macquarie University - Sydney, Australia 2002 - 2002
Skills
Cultural Diversity, Coaching, Public Speaking, Global Leadership, Human Resources, Leadership, Nonprofits, Team Building, Fundraising, Strategic Planning, Executive Coaching, Government, Training, Intercultural Training, HRIS, Employee Training, Recruiting, Career Counseling, Resume Writing, International Sales, Research, Cross-cultural Teams, International Education, Leadership Development, Consulting, Workshop Facilitation, Conflict Resolution, Career Development, Organizational...
Education
Macquarie University 2000 — 2002
Master of Arts, International Communication
Iowa State University 1989 — 1993
Bachelor of Science, Psychology & International Relations with Distinction
Washington Center - Washington, D.C. 1993 — 1993
Internship - United States Information Agency (Office of Citizen Exchange)
Semester at Sea - University of Pittsburgh 1992 — 1992
Semester at Sea
Prudential Financial December 2000 - Present
Dowling & Partners May 2000 - December 2000
A.M. Best Company December 1997 - May 2000
Self-employed December 1996 - December 1997
The Express-Times 1987 - 1996
The Star-Gazette January 1986 - September 1987
Skills
Strategic Communications, Crisis Communications, Social Media, Change Management, Mergers, Media Relations, Public Relations, Corporate Communications, Internal Communications, Communication Training, Thought Leadership, Strategic Planning, Investor Relations, Social Media Marketing, Marketing, Digital Marketing, Copywriting, Marketing Communications, Financial Services, Editing, Press Releases, Journalism, New Media, Reputation Management, Leadership, Editorial, Newspapers, Newsletters, Publishing, Storytelling, Magazines, Speech Writing, Content Strategy, Content Development, Publicity, Brand Development, Digital Strategy, Content Management, Online Marketing, Email Marketing, Integrated Marketing, Web Content, Management, Communications Planning, Messaging, Writing
Education
Indiana University of Pennsylvania
BS, Journalism, Political Science
J.P. Morgan June 2013 - Present
Merrill Lynch/Bank of America October 2010 - June 2013
JP Morgan November 2004 - October 2010
Bear Stearns 2004 - 2008
Prudential Financial 2000 - 2004
Skills
Series 7, Securities, Asset Management, Portfolio Management, Asset Allocation, Investment Management, Valuation, Financial Services, Investment Strategies, Investment Advisory, FINRA, Equities, Fixed Income, Alternative Investments, Investments, Vendor Management, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, Finance
Prudential Financial 1998 - 2014
JPMorgan Chase 1978 - 1998
Skills
Management, Financial Analysis, Budgets, Training, Finance, Requirements Analysis, Risk Management, Change Management, Business Process..., Software Project..., Business Analysis, SDLC, Financial Services, Vendor Management, Process Improvement, IT Strategy, International Business
Education
Iona College
Bachelor's Degree
Global Marketing & Entertainment October 2012 - Present
GAMCO Investors, Inc. September 2003 - October 2005
Prudential Financial November 2002 - August 2003
Fleet National Bank December 2001 - November 2002
Prudential Financial May 1998 - October 2001
TD Ameritrade May 1997 - May 1998
BNY Mellon August 1993 - May 1997
Skills
Equities, Bloomberg, Hedge Funds, Equity Research
Education
Iona College 2000 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
The Innova Financial Group November 2010 - Present
Brackenbury & Associates November 2010 - Present
Prudential Financial January 2009 - November 2010
Cincinnati Reds September 2008 - November 2008
Reliance Steel & Aluminum (Phoenix Metals) March 2008 - August 2008
Cincinnati Bell February 2004 - March 2008
Skills
Retirement, Annuities, Disability Insurance, Insurance, Fixed Annuities, Securities, Financial Advisory, Executive Benefit..., Retirement Solutions, Key Person Insurance, Series 6, Retirement Income..., IRA's, Retirement Planning, Term Life Insurance, Long Term Care Insurance, Long-term Care, Special Needs, Whole Life, Mutual Funds, IRAs, Investments, Estate Planning, Series 63, Wealth Accumulation, Portfolio Management, Universal Life, Protection, Roth IRA, Automotive, Licensed Property &..., Guaranteed Lifetime..., Medicare Advantage, Dental Insurance, Health Insurance, Medicare, Critical Illness, Medicare Supplements, Long Term Care, Dental
Education
Northern Kentucky University 2001 — 2006
BA, Criminal Justice
Indiana Wesleyan University 2006 — 2008
MBA, Applied Management
The American College 2014 — 2014
Financial Services Certified Professional
Lion Street November 2013 - May 2014
Prudential Financial January 2013 - July 2013
The Hartford August 2009 - January 2013
REP Strategies, LLC July 2006 - August 2009
Phoenix Life Insurance Company 1994 - 2006
Phoenix Life Insurance Company 1986 - 1994
Phoenix Life Insurance Company 1982 - 1986
Unum July 1981 - September 1982
Skills
Insurance, Life Insurance, Financial Services, FINRA, Health Insurance, Securities, Employee Benefits, Relationship Management, Whole Life, Leadership, Sales Management, Team Building, Process Improvement, Sales, Management, Executive Management, Vendor Management, IRAs, Financial Planners, Brokers, Strategy, Reinsurance, Wealth, Series 7, Financial Advisory, Risk Management, Mentoring, Strategic Sales
Education
Isenberg School of Management, UMass Amherst 1977 — 1981
BBA, Marketing
Incapital August 2014 - Present
Prudential Financial March 2008 - September 2014
Skills
Series 6, Series 63, Mutual Funds, Fixed Annuities, Variable Annuities, Separately Managed..., Retirement Planning, 401k, Retirement, Investments, Insurance, Financial Services, Securities, Asset Allocation, Life Insurance, Alternative Investments, Financial Planning, Series 7, Wealth Management, FINRA, IRAs, Relationship Management, Equities, Investment Strategies, Sales, Fixed Income, Financial Advisory, Leadership, Marketing
Education
Temple University - Fox School of Business and Management 2000 — 2003
Indiana University of Pennsylvania 1999 — 2000
Cetera Advisor Networks LLC January 2003 - Present
Atex March 2007 - November 2008
Unisys May 1999 - February 2007
Prudential Financial August 1995 - May 1999
Digital Equipment Corporation February 1994 - August 1995
Dewar Information Systems Corp. March 1987 - February 1994
The Shelbyville News November 1983 - March 1987
LaPorte Herald-Argus September 1982 - November 1983
Benjamin Franklin Literary and Medical Society May 1981 - February 1982
The Herald-Telephone June 1972 - May 1981
Skills
Retirement Planning, Newspapers, Fixed Annuities, Investments, Financial Advisory, Mutual Funds, Management, Editing, Employee Benefits, Publishing, Disability Insurance, Editorial
Education
Indiana University Bloomington 1972 — 1977
BS, Health Education, Radio & Television
The American College 1996 — 2003
Financial Planning and Services
Society of Certified Senior Advisors 2004 — 2004
Financial Planning and Services
AIG October 2008 - Present
GENWORTH FINANCIAL March 2005 - June 2008
Prudential Financial February 1997 - May 2004
MUTUAL OF NEW YORK (Now Axa Financial) August 1987 - February 1997
Skills
Insurance, Segmentation, Cross-functional Team..., Management, Strategic Planning, Underwriting, Product Management, Product Marketing, Competitive Analysis, Program Management, Marketing Management, Risk Management, New Business Development, Product Development, Marketing Strategy, Process Improvement, Marketing, Leadership, Training, Project Management, Lead Generation, Team Leadership, Market Analysis, Product Launch, Sales, Mergers & Acquisitions, CRM, Strategy, Analytics, Project Planning
Education
Indiana University Bloomington 1978 — 1982
Bachelor of Arts graduated Phi Beta Kappa, Consumer Affairs
Prudential Financial February 2012 - Present
Harry J Escobar Associates October 2011 - Present
Cygni Securities, LLC August 2011 - October 2011
Credit Suisse 2007 - 2011
UBS 2004 - 2007
Merrill Lynch 1998 - 2003
Lehman Brothers 1991 - 1998
Citibank 1985 - 1991
Skills
Spanish, Languages, Fixed Income, Asset Management, Securities, Compliance, Series 7, Mutual Funds, Investments, Equities
Education
Iona College
BA, Mathematics
New York University - Leonard N. Stern School of Business
MBA, Operations Research and Finance
Regions Financial Corporation February 2015 - Present
Bailey Insurance Group January 2004 - February 2015
Legal Shield 1995 - 2013
RBS Building Materials 2000 - 2006
Wealth Management Strategies 1995 - 1998
Prudential Financial January 1991 - 1995
Skills
Property & Casualty..., Life & Health Insurance..., Commercial Insurance, Financial Planners, Estate Planning, Pre-Paid Legal Services, Investments, Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Health Insurance
Education
Indiana University Bloomington
General Studies
Stillwater Financial January 2015 - Present
KAB Financial Solutions March 2011 - December 2014
Platinum Wealth Management July 2005 - May 2011
MassMutual Financial Group December 2008 - March 2011
Prudential Financial April 2003 - July 2005
Edward Jones June 2002 - March 2003
Caterpillar June 2001 - June 2002
Skills
Retirement Planning, Income Protection, Retirement Income..., Public Speaking, Strategic Financial..., Insurance Planning, IRAs, Wealth Management, Investment Strategies, Insurance, Disability Insurance, Mutual Funds, Term Life Insurance, 401k, Budgets, Asset Allocation, Annuities, Problem Solving, Life Insurance, Whole Life, Estate Planning, Portfolio Management, Variable Annuities
Education
Indiana Wesleyan University 1997 — 1999
BSBA, Business, Finance, Computers
Purdue University 1994 — 1995
Certificate in Computer Technology
Rock Valley College 1988 — 1993
AAS, Electrical Engineering Technology
Scottsdale Insurance May 2012 - Present
Scottsdale Insurance Company March 2003 - October 2012
Prudential Financial 2002 - March 2003
RBC Dain Rauscher 1999 - October 2002
Skills
12+ years management..., Nine years of insurance..., Eleven years experience..., Claim, Team Leadership, Property & Casualty..., Insurance, General Insurance, Commercial Insurance, Customer Service, Microsoft Office, Process Improvement, Microsoft Word
Education
University of Phoenix 2001 — 2009
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
Indiana University-Purdue University at Indianapolis 1991 — 1992
General Studies
United States Department of Defense - Department of the Navy December 2013 - Present
United States Department of Defense - Department of the Navy October 2012 - December 2013
United States Department of Defense - Department of the Navy October 2010 - October 2012
Indiana University of Pennsylvania August 2009 - May 2010
Balavage McNulty & Company August 2007 - August 2009
Kronick Kalada Berdy & Company January 2006 - August 2007
Prudential Financial July 2004 - December 2005
Skills
Employee Benefits, Accounting, Microsoft Excel, Investments, Customer Service, QuickBooks, Auditing, Financial Statements, Time Management, Internal Audit, Financial Analysis, Microsoft Office, Non-profits, Marketing, Nonprofits, Financial Accounting, PowerPoint, Financial Reporting
Education
Indiana University of Pennsylvania 2009 — 2010
Master of Business Administration
Shippensburg University of Pennsylvania 2000 — 2004
B.S., Public Administration, Business
Pittston Area Senior High School 1996 — 2000
Prudential Financial November 2008 - Present
Skills
Succession Planning, Employee Relations, Performance Management, Human Resources, Change Management, Leadership Development, HR Consulting, Coaching, Training
Education
La Salle University - School of Business Administration 2000 — 2003
MBA, Specialization in HR
Indiana University of Pennsylvania 1994 — 1999
BA, Economics/Math & German
Prudential Financial 2009 - 2012
Prudential Financial 2001 - 2009
Skills
Cash Management, Cash Flow Forecasting, Financial Reporting, Financial Analysis, SOX, Acquisition Integration, Transaction Management, SEC Financial Reporting, GAAP, Internal Controls, Statutory Accounting, Risk Management, Global Regulatory..., Project Management
Education
Iona College
Master of Science (MS), Financial Management
State University College of New York
BA, Economics
Pennsylvania State System of Higher Education February 2015 - Present
Center for Workforce Information & Analysis June 2009 - January 2015
Commonwealth of Pennsylvania August 2007 - June 2009
PA Department of Labor & Industry August 2007 - April 2009
PA Department of Education July 2007 - August 2008
PA Department of Labor and Industry February 2004 - July 2007
Center for Workforce Information & Analysis January 2002 - March 2004
Macoco Inc. November 1996 - January 2002
Prudential Financial October 1989 - November 1996
Greenpeace May 1988 - December 1988
Skills
Public Policy, Research, Administration, Analysis, Grant Writing, Program Management, Government, System Administration, Non-profits, Policy, Public Speaking, Management, Policy Analysis, Event Planning, Strategic Planning, Training, Nonprofits, Public Relations, International Marketing, Leadership, Project Management, Staff Development, Economic Development, Workforce Development, Program Development, Community Outreach, Grants, Team Building, Foreign Relations, Leadership Development, International Business, Budgets, Program Evaluation, Organizational..., Workshop Facilitation, Volunteer Management, Career Counseling, Legislative Relations, Community Development, Public Administration, Resume Writing, Legislation, Coalitions, Fundraising, Strategic Communications, Political Campaigns, Politics, Higher Education, Proposal Writing, Speech Writing
Education
Indiana University of Pennsylvania 2009 — 2015
PhD, ALS
Shippensburg University of Pennsylvania 2007 — 2009
MPA, Public Admin
Penn State University 2004 — 2005
Course, Geography of Global Economics
University of Calcutta
BSc, Economics (Honors) & Mathematics
University of Ranchi
B.Ed, Educational Leadership and Administration, General
BCA Endowment Foundation January 2012 - Present
Pacific Rim Partners August 2008 - December 2011
Zingy Inc. (Subsidiary of SmartEbook.Com) November 2007 - April 2008
Index Multimedia SA June 2005 - April 2007
Prudential Financial May 2003 - May 2005
ING Investment Management June 1999 - August 2002
Mitsui Life Insurance April 1989 - March 1999
Skills
Mergers, Managerial Finance, Treasury Management, Leadership, Forecasting, Performance Measurement, Entrepreneurship, Investments, Private Equity, Due Diligence, Corporate Finance, Financial Analysis, Business Development
Education
INSEAD 1988 — 1988
Master's Degree, Finance
Thunderbird School of Global Management 1983 — 1984
MIM
University of Oregon 1979 — 1982
BA, Marketing
GAF February 2014 - Present
GAF Materials Corporation November 2009 - February 2014
DeSola Group May 2000 - March 2010
Prudential Financial November 1997 - May 2000
Chase Manhattan Bank January 1996 - November 1997
The Chase Manhattan Bank September 1994 - January 1996
The Chase Manhattan Bank September 1991 - September 1994
Skills
Business Planning, Business Strategy, Change Management, Executive Management, Financial Services, Leadership, Management Consulting, Marketing Communications, Mergers & Acquisitions, Operations Management, PMO, Process Engineering, Program Management, Project Management, Strategic Communications, Strategic Planning, Strategy, Brand Management, Integration, Human Resources, Investments
Education
New York University - Leonard N. Stern School of Business 1993 — 1998
MBA, Information Technology, Operations Management, Management Communications
Iona College 1987 — 1991
BA, Finance, Accounting
Edward Jones November 2013 - Present
Prudential Financial February 2013 - October 2013
Financial Resource Network June 2010 - November 2011
Massage Heights Ankeny-Johnston 2008 - 2011
Northwestern Mutual May 1996 - June 2010
Skills
Retirement Planning, Life Insurance, Insurance, Fixed Annuities, Long-term Care, Wealth Management, IRAs, Mutual Funds
Education
Iowa State University - College of Business 1993 — 1996
Business Management, Management
Wright Lookingbill LLC 2010 - Present
TAP Pharmaceuticals/Takeda Pharmaceuticals North America, Inc 2004 - 2010
Prudential Financial January 2000 - January 2004
Prudential Financial 1999 - 2000
Prudential Financial 1998 - January 1999
Prudential Financial 1997 - 1998
Prudential Financial 1994 - 1997
Skills
Team Building, Coaching, Leadership Development, Leadership, Training, Birkman, Birkman Method, Recruiting, Sales, Interviews, Sales Operations, Public Speaking, Sales Process, Talent Management, Management, Marketing Strategy
Education
Iowa State University 1989 — 1993
Bachelor of Business Administration, Marketing
Birkman
Birkman
D'Angelo Financial Services LLC February 2005 - Present
Prudential Financial May 2000 - February 2005
Thermo Fisher Scientific 1992 - 2000
Skills
Certified Financial..., Strategic Financial..., Financial Services, Wealth Management, Asset Allocation, Estate Planning, Retirement Planning, Insurance, Financial Goals
Education
University of Maryland School of Law 1987 — 1991
JD, Law
Indiana University of Pennsylvania 1979 — 1983
BS
Prudential Financial September 2013 - Present
The Goldstein Group May 2012 - August 2012
Rosen Seymour Shapss Martin & Company LLP May 2011 - August 2011
Skills
Telecommunications, Wireless, Team Leadership, GSM, Microsoft Office, Windows, Marketing, Communication Skills, Sports, Research, Microsoft Excel, Communication, Project Management, Social Media, Advertising, Sales, Public Speaking
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (B.A.), Telecommunications Management with a concentration in industry and management.
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (B.A.), Telecommunications
Gemini Technologies, Inc. September 2010 - Present
Prudential Financial September 2009 - September 2010
Skills
Customer Service, Human Resources, Training, Employee Relations, Recruiting, Microsoft Office, Team Building, Talent Acquisition
Education
Indiana University of Pennsylvania 2004 — 2008
B.S. Business, Management
Central Bucks High School East
RGP September 2014 - Present
Cushman & Wakefield October 2013 - September 2014
McGladrey October 2009 - October 2013
Ernst & Young September 2007 - October 2009
Prudential Financial March 2005 - August 2007
Prudential Financial March 2005 - August 2007
Morgan Stanley December 2000 - March 2005
Morgan Stanley December 2000 - March 2005
Skills
Financial Analysis, Accounting, Forecasting, Finance, General Ledger, Budgets, Accounts Payable, Accounts Receivable, Analysis, PeopleSoft, Hyperion Planning, Prepayment, GAAP, Internal Financial..., Career Development..., Variance Analysis, Financial Statements, Tax, Managerial Finance, Process Improvement, Financial Reporting, Financial Modeling, Corporate Finance, Financial Accounting
Education
Fairleigh Dickinson University-Florham Campus 2003 — 2005
MBA, Finance
Isenberg School of Management, UMass Amherst 1996 — 2000
Bachelor in Businiess Administration, Finance
Verizon 2012 - 2014
Prudential Financial 2007 - 2009
Prudential Financial 2004 - 2007
Prudential Financial 2000 - 2004
Prudential Financial 1997 - 2000
Fleet Finance, Inc. 1992 - 1994
ITT Financial Services 1989 - 1992
Skills
Microsoft Office, Excel including Pivot..., Cognos TM1- User, Oracle Ledger, PeopleSoft, Hyperion, Lotus Notes, Business Objects, Excel, Forecasting, Budgeting, Financial Management, Planning, Teamwork, Financial Analysis, Budgets, Vlookup, Microsoft Excel, Managerial Finance, Project Planning, Process Improvement, Team Building, Finance, Project Management, Training, Management, Hyperion Enterprise, Strategic Planning, Leadership, Access, Variance Analysis, Analysis, SAP, Business Analysis, Financial Reporting, Accounting, Portfolio Management, Sarbanes-Oxley Act, Data Analysis, Vendor Management
Education
Isenberg School of Management, UMass Amherst 1994 — 1996
MBA, Management, Isenberg School of Management
University of Massachusetts, Amherst 1986 — 1989
BBA, Business Administration, Isenberg School of Management
Widener University 1985 — 1986
Business Administration
Seton Hall Preparatory 1981 — 1985
HS Diploma, College Prep
Union County College
Total LIfe Changes, LLC August 2015 - Present
Wells Fargo April 2006 - Present
Beauty on the Go by "D" October 2002 - August 2006
Prudential Financial July 1987 - October 2002
Skills
Small Business, Entrepreneurship, Team Building, Coaching, Online Marketing, Social Networking, Wellness, Fitness, Leadership, Management, Network Marketing, Home Based Business, Weight Management, Leadership Development, Personal Development, Marketing, Public Speaking, Team Leadership
Education
Indiana University of Pennsylvania 1977 — 1981
Bachelor of Science (BS), Health and Physical Education/Fitness
Westrade llc 2001 - 2004
Prudential Financial 2000 - 2001
Lind-Waldock June 1998 - September 1998
Skills
Electronic Trading, Market Profile, Trading Systems, Options, Commodity, Bonds, Treasury, Mutual Funds, Portfolio Management, Valuation, Banking, Derivatives, Strategic Financial..., Financial Modeling
Education
Indiana University Bloomington 2004 — 2010
Indiana University Bloomington 2004 — 2009
B.A., Sociology/business
Merrill Lynch June 2006 - Present
Morgan Stanley Wealth Management June 2002 - June 2006
Prudential Financial January 1999 - June 2002
Skills
Wealth Management, Strategic Financial...
Education
Indiana University-Purdue University at Indianapolis 1991 — 1996
Bachelor of Science (B.S.), Accounting
Burlington County College August 2008 - Present
Weichert Realtors Liberty January 2001 - Present
Sun National Bank April 2007 - April 2008
Roebling Bank December 2005 - February 2007
Prudential Financial December 2004 - December 2005
Primerica October 2004 - December 2004
Towers Perrin September 2003 - August 2004
Skills
Staff Development, Financial Services, Strategic Planning, Program Management, Marketing, Team Building, Data Analysis, Leadership Development, Leadership, Operations Management, Risk Management, Coaching, Business Analysis, Process Improvement, Change Management
Education
Villanova University 2005 — 2010
M.B.A, Business Administration
The College of New Jersey 2000 — 2002
BS, International Business
The College of New Jersey (formerly Trenton State College) 2000 — 2002
Bachelor of Science, International Business
Indiana University of Pennsylvania 1998 — 2000
BS, International Business
Indiana University of Pennsylvania 1998 — 2000
COMMUNITY
Bachelor's degree, International Business
Government Association, The College of New Jersey
Exel January 2015 - Present
Exel May 2014 - December 2014
Prudential Financial May 2013 - May 2014
Jury Pool June 2011 - September 2012
Strahm Group Inc. May 2010 - June 2011
O'Neal Steel January 2009 - May 2009
Skills
Microsoft Office, Cash Management, Deadline Driven, Highly Dedicated, Dedication to..., Swimming, Access, High Organizational..., Diligent, Timely Decision Making, Microsoft Excel
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science in Business, Logistics, Materials, and Supply Chain Management
New Haven High School 2006 — 2010
American Trust Retirement October 2009 - September 2015
Prudential Financial August 2000 - October 2009
Highland Computer Forms, Inc. May 1998 - August 2000
Skills
Financial Planning, Retirement Planning, Investments, Strategic Planning, Public Speaking, Customer Service, English, Research, Teaching, Budgets, Negotiation, Retirement
Education
Iowa Wesleyan College 1991 — 1995
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Oracle Data Cloud at Oracle April 2015 - Present
Datalogix December 2012 - April 2015
Paper Magic Group April 2008 - November 2012
Prudential Financial September 2007 - April 2008
Paper Magic Group July 2005 - September 2007
Bank of America November 2003 - July 2005
Skills
Categorical Data..., Category Insights, Market Research, Market Analysis, Retail Sales Analysis, Data Analysis, Databases, Relational Databases, Microsoft Excel, MS Excel Pivot Tables, Supervisory Experience, Access, Microsoft Office, Quantitative Research, Data Modeling, Consumer Products, Customer Insight
Education
Indiana University of Pennsylvania 1999 — 2003
Bachelor of Science (B.S.), Management Information Systems, General
Anderson & Associates Insurance Agency January 1990 - Present
Prudential Financial January 1990 - January 1993
Skills
Insurance, Strategic Planning, Risk Management, Underwriting, Customer Service, Life Insurance, Claim, General Insurance, Health Insurance, Leadership
Education
Indiana University Bloomington 1956 — 1958
missouri
OneIndiana Financial Group January 2015 - Present
Prudential Financial September 2014 - December 2014
Eli Lilly and Company January 2014 - July 2014
DVPE June 2013 - December 2013
Jacobs Engineering October 2011 - April 2013
Education
Indiana University-Purdue University at Indianapolis 2010 — 2013
Bachelor's Degree, Mechanical Engineering
Brebeuf Jesuit
Prudential Financial June 1973 - Present
Skills
Leadership, Investments, Management, Strategic Planning, Operations Management, Retirement Planning, Mutual Funds, Marketing, Marketing Strategy, Start-ups
Education
Indiana University Bloomington 1969 — 1973
Bachelor of Applied Science (BASc), Business Administration and Management, General
Merrillville High School
Scott Goins State Farm April 2014 - Present
B2B 2015 - 2015
Hope Church 2014 - 2015
Hope Church 2014 - 2015
Prudential Financial October 2009 - December 2013
Enterprise Rent-A-Car July 2007 - October 2009
Hastings Entertainment June 2001 - June 2007
Skills
Financial Analysis, Strategic Planning, Leadership, Team Building, Public Speaking, Training, Management, Marketing, Customer Service, Recruiting, PowerPoint, Negotiation, Budgets, Event Planning, Team Leadership, Coaching, Microsoft Excel, Event Management, Advertising, Research, New Business Development, Project Management, Leadership Development, Microsoft Office, 401k, Social Media, Microsoft Word, Marketing Strategy, Account Management, Program Management, Process Improvement, Sales, Volunteer Management, Risk Management, Customer Satisfaction, Merchandising, Series 6, Fixed Annuities, Outlook, Series 63, Retirement Planning, Series 7, Retirement, IRAs, Nonprofits, Insurance, Asset Allocation, Long Term Care Insurance, Fundraising, Time Management
Education
Iowa State University 1997 — 2001
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Wahlert High School 1992 — 1996
Diploma
QSI NextGen Healthcare May 2013 - Present
Prudential Financial March 2012 - September 2012
Doylestown Township May 2009 - September 2012
SofterWare, Inc. May 2008 - August 2008
SofterWare, Inc. June 2006 - August 2007
Ill SOL TUSCAN GRILL June 2004 - August 2005
Skills
Project Management, Problem Solver, Challenge Driven, Self Motivation, Creativity, Teamwork, Communication, Presentation Skills, Critical Thinking, Time Management, Microsoft Office, Self-examination, Event Planning, Typing, GoldMine CRM, Salesforce CRM, Training, Microsoft OS, Brainstorming, NextGen's EHR Practice..., Writing, Research, Customer Service, Sales, Microsoft Word, Customer Satisfaction, Microsoft Excel, Salesforce.com, Process Improvement, SaaS, Healthcare, Healthcare Information..., Problem Solving
Education
Indiana University of Pennsylvania
Bachelor of Arts (B.A.), Political Science/ International Studies
Bartha Audio Visual August 2005 - Present
Indiana Chapter of MPI Board Member July 2012 - June 2014
MPI Ohio Chapter July 2010 - July 2012
Hylant Group January 2002 - August 2005
Lumbermen's Underwriting Alliance August 1995 - January 2002
Liberty Mutual Insurance April 1993 - August 1995
Prudential Financial March 1990 - April 1993
William H. Thompson & Co. June 1987 - August 1990
Skills
Meeting Planning, Event Planning, Corporate Events, Account Management, Event Management, Social Media, Team Building, Sales, Customer Service, Marketing Communications, Fundraising, Marketing Strategy, Hospitality Industry, Hospitality, Hotels, Live Events, Hospitality Management
Education
Indiana University Bloomington 1984 — 1989
B.G.S., Liberal Arts/Music/African Studies
Marist High School, Chicago 1980 — 1984
Fair View Energy, Inc March 2015 - Present
FPS,LLC March 2014 - March 2015
FPS, LLC March 2013 - March 2014
Fairview Energy Consutants July 2010 - March 2013
Snyder Financial Services, Inc. July 2001 - June 2010
Prudential Financial December 1993 - July 2001
Skills
New Business Development, Strategy, Business Development, Sales, Recruiting, Business Planning, Forecasting, Contract Negotiation, Account Management, Start-ups, Sales Process, Direct Sales, Business Strategy, Pricing, Management, Strategic Planning, Marketing Strategy, Sales Management, Leadership
Education
Indiana University of Pennsylvania 1988 — 1993
Bachelor's degree, Accounting and Business/Management
Prudential Financial February 2010 - Present
Citibank (Banamex USA) June 2008 - August 2009
FOREX November 2006 - March 2007
Skills
General Insurance, Health Insurance, Property & Casualty...
Education
Indiana University South Bend 2000 — 2006
Bachelor's degree, Marketing/Marketing Management, General
bloomington senior high school 1997 — 2000
senior high school, senior high school
Freelance March 2014 - Present
Prudential Financial 2011 - 2013
Green Pencil Editing 2009 - 2011
Watson Pharmaceuticals 2006 - 2009
White Sand Publications, Inc. 2004 - 2006
Schering-Plough Corp. 1998 - 2004
Schering-Plough Corp. 1989 - 1998
The Trump Organization 1988 - 1989
Skills
Public Relations, Product Launch, Marketing, Pharmaceutical Industry, Sales, Cross-functional Team..., Product Management, Media Relations, Public Speaking, Managed Care, Strategic Planning, Market Research, Sales Operations, Leadership, New Business Development, Customer Service, Strategy, Management, Data Analysis, Account Management
Education
Rutgers University-New Brunswick
Currently enrolled in Mini MBA program for Digital Marketing
Indiana University of Pennsylvania
BA, Journalism
Independent Agent October 2010 - Present
Prudential Financial July 2008 - November 2013
Cornerstone Management Solutions May 2007 - February 2008
Cornerstone Management Solutions December 2004 - April 2007
nMetric Corporation July 2001 - October 2004
Allegiant Data Systems 1999 - 2000
nStor Technologies 1997 - 1999
Fourth Shift Corporation 1987 - 1996
Skills
Product Development, Integration, Lead Generation, Customer Retention, Software Development, Channel Partners, ERP, Marketing
Education
Purdue University 1965 — 1966
MS, Animal Science
Indiana University Bloomington 1960 — 1964
AB, Chemistry
Aflac 2012 - Present
NewEdge Group September 2004 - September 2011
Prudential Financial 2001 - 2004
Credit Lyonnais 1997 - 2001
Daiwa Securities 1996 - 1997
Skills
Trading, Commodity, Trading Systems, Microsoft Excel, Banking, Financial Analysis, Electronic Trading, Finance, Financial Services, Risk Management, Networking, Derivatives, FX Options
Education
Iona College
BA, Communications and minor in marketing
Valley Stream Central
Prudential Financial April 2012 - Present
Prudential Financial November 2011 - Present
Skills
Investments, Insurance, Mutual Funds, Retirement Planning, Retirement, Fixed Annuities, Fixed Income, Microsoft Excel, Series 63, Series 6, Series 7
Education
Indiana University of Pennsylvania 2006 — 2010
Retirement Plan Services (RPS) August 2010 - Present
Prudential Financial 2009 - 2010
Prudential Financial 2006 - 2009
Prudential Financial 2000 - 2006
Skills
Retirement, 401k, Retirement Planning, Employee Benefits, Pensions, Financial Services, Mutual Funds, ERISA, Defined Contribution, Retirement Plan..., Qualified Retirement..., Benefits Administration, Retirement Savings, Profit Sharing, Relationship Management, IRAs, 401k Rollovers, Series 6, Investment Advisory, Defined Benefit
Education
Iowa State University 1996 — 1999
B.S., Elementary Education, Social Sciences
Iowa State University 1995 — 1999
Eisai March 2014 - Present
Prudential Financial April 2012 - August 2013
Prudential Financial April 2010 - April 2012
Prudential Financial September 2007 - April 2010
Register.com 2004 - 2007
AT&T Enterprise Hosting Services 2001 - 2003
R.H. Donnelley 1999 - 2001
Omnipoint 1997 - 1999
Skills
SEM, Lead Generation, Email Marketing, Direct Marketing, Integrated Marketing, SEO, E-commerce, Web Marketing, Marketing Communications, Marketing, Digital Marketing, Interactive Marketing, Mobile Marketing, Digital Strategy, Customer Acquisition, Online Advertising, Web Analytics, PPC, Analytics, Marketing Strategy, Business Development, Advertising, Strategy, CRM, Creative Direction, Online & Offline Media, Offline Media, Corporate Branding, Brand Protection, Creative Testing, Integrated Media, Integrated Brand..., E-Learning, E-business, E-recruitment, E-commerce SEO, E-commerce Consulting, Multicultural Marketing, Mobile Advertising, Mobile Commerce, Social Media Marketing, Marketing Analytics, Marketing Management, Product Marketing, Website Localization, Local Advertising, Website Development, Mobile Internet, Mobile Design, Direct Response
Education
Iona College 2002 — 2005
MBA, Marketing + Post Master's Certificate in eCommerce
St. Thomas Aquinas College
Bachelor of Science, Marketing
TZHS
Gunnell Retirement & Estate Planning LLC 2008 - Present
Prudential Financial 2004 - 2008
Bank One 2003 - 2004
Charles Schwab 1993 - 2002
Skills
Retirement, Financial Planners, Mutual Funds, Wealth Management, Succession Planning, Estate Law, Investments, Asset Allocation, Series 7, Retirement Planning, Process Improvement, Risk Management, Vendor Management, Banking, Securities, Investment Advisory, Management, Leadership, Portfolio Management, Team Building, Strategic Planning, Tax Advisory, Tax Preparation
Education
Indiana University Bloomington 1990 — 1993
Finance/Spanish
Plainfield 1987 — 1990
Prudential Financial May 2014 - Present
Naturally Kleen 2013 - 2013
Education
Indiana University of Pennsylvania 2009 — 2013
Bachelor's degree, Communication and Media Studies
The Osborn 2013 - Present
MBIA December 2003 - August 2012
Prudential Financial July 1998 - October 2003
Skills
SharePoint, Troubleshooting, System Administration, Software Documentation, Technical Support, Network Administration, Networking, VMware, Microsoft SQL Server, VPN, Hardware, Windows Server, Visio, Software Installation, Active Directory, Disaster Recovery, Information Technology, Citrix, Laptops, Microsoft Exchange, Blackberry Enterprise..., IT Management, Windows 7, Data Center, Windows 7/XP, Windows..., Active Directory, VPN,..., Outlook 2010, Microsoft..., IE 9.0, Google Chrome,..., Oracle 11, SQL2008,..., Healthcare Information..., HP Proliant, HP Procurve, Cable Management, Aerohive, VMware ESX, Symantec Backup, Remote User Support, IT Service Management, office 2013, WiFi, Microsoft Licensing, Vendors, Supervisory Experience
Education
Iona College 1991 — 1993
Bachleor's of Science, Computer Science
Experis September 2014 - Present
Voya Financial October 2011 - September 2014
ING January 2003 - September 2011
Unum September 2002 - December 2002
Prudential Financial September 1993 - August 2002
Skills
Business Analysis, Six Sigma, Process Improvement, Project Management, Requirements Gathering, Agile & Waterfall..., Risk Management, Business Requirements, Green Belt, Process Simulation, Life Insurance, Certified Scrum Master..., Leadership, Management, Business Process..., Program Management, Data Analysis, Team Building, Strategic Planning, Coaching, Training, Financial Risk, Voluntary Employee..., Banking, Process Engineering, Visio, Analysis, Employee Benefits, Negotiation, Business Process, Vendor Management, Team Leadership, Requirements Analysis, User Acceptance Testing, Software Documentation, Insurance, Change Management, Business Intelligence, Financial Services, Clarity, SharePoint, Call Centers, Resource Management, Finance, Quality Center, PeopleSoft, Lotus Notes, SDLC, Mainframe, System Testing
Education
Inver Hills Community College 1989 — 1990
Aon Risk Services October 2005 - Present
Verispan 2002 - 2005
Prudential Financial May 1992 - October 2002
Education
Indiana University of Pennsylvania 1994 — 1996
West Virginia University 1990 — 1992
Business
Pinellas County Government March 2009 - May 2010
Pinellas County Government May 2003 - March 2009
Prudential Financial September 1998 - February 2002
US Navy November 1973 - February 1998
Skills
Command, Navy, Facilities Management, Nuclear, C4ISR, Reactor, Military, Submarines, Military Training, Business Development, Project Management, Emergency Management, Operations Management, Government, Program Management
Education
Rensselaer Hartford Graduate Center Inc 1988 — 1990
Information Systems
Iowa State University 1969 — 1973
Bachelor of Science (BS), Chemical Engineering
Prudential Financial January 2011 - Present
CIGNA Group Insurance January 2009 - January 2011
Siemens Medical Solutions Health Services Corporation May 2007 - September 2008
Siemens Medical Solutions Health Services Corporation May 2005 - May 2007
Siemens Medical Solutions Health Services Corporation March 2001 - May 2005
Siemens Medication Solutions Health Services Corporation January 1995 - March 2001
Skills
SDLC, Release Management, Software Project..., Process Improvement, Requirements Analysis, ClearCase, Agile Methodologies, Product Management, Agile Project Management, Software Configuration..., ClearQuest, Quality Assurance, Project Portfolio..., Scrum, Requirements Gathering, Project Management, Testing, People Skills, Waterfall, SOA, Resource Management, IT Strategy, Enterprise Software
Education
Indiana University of Pennsylvania 1991 — 1995
BS, Computer Science
Prudential Financial March 2013 - Present
Prudential Financial April 2009 - March 2013
Prudential Financial December 2008 - April 2009
ING North America October 2005 - December 2008
Skills
Series 6, Series 63, Series 7, Series 65, Mutual Funds, Fixed Income, FINRA, Financial Markets, Uniform Combined State..., Securities, Bloomberg, IRAs, Variable Annuities, Fixed Annuities, Financial Services, Investments
Education
Indiana University Bloomington 2001 — 2005
BA, Economics
UBS April 2007 - Present
Prudential Financial June 1993 - April 2007
Skills
PMO, Business Analysis, Vendor Management, SDLC, IT Strategy
Education
Iona College 1989 — 1993
BBA, Management Information Systems
MetLife 2004 - Present
Merrill Lynch 2000 - 2004
Prudential Financial 1996 - 2000
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1998
MBA, Finance
Indiana University Bloomington 1987 — 1990
BS, Business Econmics and Public Policy
Prudential Financial July 2011 - Present
Prudential Retirement May 2006 - July 2011
CIGNA Retirement & Investment Services May 2002 - April 2004
Skills
Marketing Communications, Project Management, Capacity Planning, Coaching, Visionary, Eye for Details, Continuous Improvement, Business Process..., Qualified Retirement..., Retirement Planning, Communication Skills, Written & Oral...
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2008
MBA, Business
Seton Hall University 1997 — 2001
BA, Psychology
Cambridge Investment Research January 2009 - Present
Park Avenue Securities February 2004 - January 2009
Prudential Financial 1987 - 1998
Skills
Retirement Planning, Mutual Funds, Wealth Management, Series 7, Investments, Financial Planning, Financial Advisory, Investment Advisory, Securities, Asset Management
Education
Iowa State University 1980 — 1984
Bachelor of Arts (BA), Broadcast Journalism
Allianz Global Investors February 2015 - Present
Prudential Financial February 2001 - February 2015
Prudential Financial August 1999 - December 2000
Ladenburg Thalmann 1998 - 1999
Barington Capital Group 1996 - 1998
Skills
Series 7, 401k, Separate Accounts, Investment Products, Mutual Funds, Series 63, Investments, Financial Advisory, Asset Allocation, Financial Services, Securities, Series 6, Asset Management, ETFs, Separately Managed..., FINRA, Alternative Investments, Finance, Retirement Planning, Wealth Management, Retirement, Series 65
Education
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2003
Professional MBA Program
State University of New York College at Cortland 1991 — 1995
BA, Communications: Radio, Television, Film
William Nottingham High School 1987 — 1991
Prudential Financial ConsultantBridgewater Associates2013 - 2013
MetLife Inc 2008 - 2012
AIG Global Investment Group 2001 - 2008
Lehman Brothers 2000 - 2001
Garban Broking Services LLC 1998 - 2000
Deutsche Bank 1995 - 1998
Bankers Trust Company 1989 - 1995
Salomon Brothers Inc 1984 - 1989
Peat, Marwick, Mitchell & Company 1979 - 1984
Skills
Accounting, Asset Managment, Private Equity, Hedge Funds, investment accounting, CPA, Investment Advisory, Due Diligence, Securities, Finance, Mergers, Managerial Finance, Derivatives, Mutual Funds, Leadership, Financial Services, Performance Attribution, Negotiation, Strategy, Financial Markets, Mentoring, Motivation, Staff..., Auditing, Mergers & Acquisitions, Fixed Income, Capital Markets, Investment Banking, Trading, Structured Products, Bloomberg, Portfolio Management, Financial Risk, Strategic Financial..., Valuation, Bonds, Loans, Investment Management, Asset Management
Education
Iona College 1974 — 1978
BBA, Acconting
Barclays Wealth and Investment Management March 2015 - Present
Morgan Stanley July 2011 - August 2014
Neuberger Berman November 2006 - September 2010
Morgan Stanley March 2000 - November 2006
Prudential Financial December 1997 - March 2000
Prudential Financial May 1995 - December 1997
Skills
Equities, Investments, Mutual Funds, Mergers & Acquisitions, Portfolio Management, Securities, Accounting, Hedge Funds, Financial Risk, Alternative Investments, Asset Management, Bloomberg
Education
Iona College 1990 — 1994
BS, Communication Arts
Essex Catholic HS
Frederick Fekkai & Cmp June 2015 - Present
ABB OPTICAL GROUP December 2008 - June 2015
Salon O Inc. May 2005 - December 2011
Citigroup December 1995 - May 2004
Chemical Bank March 1995 - December 1995
Prudential Financial June 1993 - March 1995
IBM September 1984 - April 1993
Skills
Microsoft Office, Project Management, Excel, Word, PowerPoint, Microsoft Publisher, Outlook, Pricing Analysis, Market Research, Business Operations..., Systems Analysis, Team Leadership, Project Planning, Project Coordination, Project Implementation, Web Design, HTML, JavaScript, COBOLII, CICS, Microsoft Excel, Sales, Product Development, Management, Account Management, Data Analysis, Operations Management, Microsoft Word, Marketing, Leadership, Training, Process Improvement, Customer Service, Strategic Planning
Education
Institute of Culinary Education 2011 — 2015
Culinary Career Development Classes
French Culinary Inst. 2004 — 2004
Culinary Arts, Classic Culinary Arts with Artisanal Baking
Marist College 1989 — 1993
Bachelor of Science (BS), Computer Information Systems with a minor in Business
Prudential Financial September 2015 - Present
Prudential Financial June 2011 - Present
Prudential Insurance Company of America January 2014 - September 2015
Prudential Financial March 1997 - June 2011
Skills
Series 6, Insurance, Life Insurance, Financial Services, Leadership, Management, Process Improvement, Project Management, Relationship Management, Series 63, Business Analysis
Education
Iowa State University 1992 — 1996
Bachelor of Business Administration, Marketing
AIG March 2012 - Present
AIU/AIG 2003 - Present
AIG October 2011 - February 2012
AIG February 2009 - September 2011
AIG Travel, Inc. 2003 - February 2009
AIU/AIG 2003 - February 2009
Prudential Financial 2000 - 2003
AT&T 1989 - 2000
Skills
SDLC, Budgets, Business Analysis, Project Management, Vendor Management, Program Management, Leadership, Strategy, IT Strategy, Networking, Software Development, Risk Management, Visio, PMO, Project Portfolio..., IT Management, Enterprise Architecture, Business Process...
Education
Iona College
MBA
PMP
Rutgers University-New Brunswick
BA
William Paterson University of New Jersey
BS, Computer Science
nmhs
CSC July 2015 - Present
Prudential Financial 2014 - Present
Prudential Financial 2013 - 2014
The Hartford 2012 - 2013
The Hartford 2009 - 2012
Deluxe Corporation August 2002 - August 2009
Deluxe Corporation 2005 - 2006
Skills
Call Centers, Leadership, Selling, Sales Process, Sales Management, Sales, Strategy, Coaching, Retail, Customer Experience, Employee Engagement, Financial Services, Process Improvement, Strategic Planning, Customer Service, Time Management
Education
Inver Hills Community College 2011 — 2013
A.A.S, Contemporary Business Degree, Business, 3.68
All Western Mortgage July 2011 - Present
Brightgreen Home Loans April 2006 - March 2011
Equity Concepts June 2003 - April 2006
Advanced Financial Services September 1997 - June 2003
Prudential Financial June 1995 - September 1997
Skills
Mortgage Lending, Loans, VA loans, Residential Mortgages, FHA, FHA financing, Loan Origination, USDA, Credit, Investment Properties, Certified Mortgage..., Real Estate Financing, Home Equity Loans, Refinance, Underwriting, Construction Loans, Mortgage Marketing, Mortgage Banking, REO, Government Loans, First Time Home Buyers, Reverse Mortgages, Banking, Short Sales, Mortgage Underwriting, Credit Analysis, Loss Mitigation, Financial Services
Education
Iowa State University
BS, Psychology
La Salle Academy
Life Time Fitness December 2013 - Present
Bank of America October 2009 - December 2013
The Engraving House, LLC September 2000 - October 2009
US Bancorp Financial Inc March 1998 - July 2000
Prudential Financial July 1997 - February 1998
Skills
Entrepreneurship, Start-ups, Marketing, Marketing Strategy, Management, Sales, Leadership, Strategic Planning, Social Media, Social Media Marketing, Business Strategy, New Business Development, Customer Service
Education
Iowa State University 1995 — 1997
Bachelor's Degree, Speech Communication
Wells Fargo Bank April 2006 - Present
Beauty By D October 2002 - August 2006
Prudential Financial July 1987 - October 2002
Skills
Risk Management, Financial Services, Process Improvement, Team Building, Underwriting, Commercial Lending, Relationship Management, Microsoft Office, Sales Management, Leadership, Mortgage Banking, Training, Small Business, Leadership Development, Sales, New Business Development, Management, Coaching, Call Centers, Business Planning, Business Analysis, Business Development, Microsoft Excel, Marketing, Public Speaking, Strategy, Program Management, Strategic Planning
Education
Indiana University of Pennsylvania 1977 — 1981
BS
Ash Brokerage March 2011 - Present
Genworth Financial February 2006 - February 2011
Genworth Financial September 2004 - February 2006
Genworth Financial January 2002 - September 2004
GE Capital October 1999 - January 2002
GE Capital September 1998 - October 1999
GE Capital September 1997 - September 1998
GE Capital January 1996 - September 1997
Business Men's Assurance Company of America 1986 - 1996
Prudential Financial 1983 - 1986
Skills
Mutual Funds, Long-term Care, Fixed Annuities, Life insurance, Retirement Planning, Variable Annuities, Variable Life, Financial Services, Insurance, Life Insurance, Financial Advisory, Long Term Care Insurance, Retirement, Financial Planners, Wealth Management, Employee Benefits, Estate Planning, 401k, Brokers, Term Life Insurance, Disability Insurance, Series 63, Series 6, Universal Life, Financial Planning
Education
Indiana University of PA
Bachelor of Science (B.S.)
The American College
CLU, ChFC
SunGard Global Services May 2007 - September 2011
Prudential Financial August 2010 - July 2011
Tiaa-Cref May 2007 - April 2010
MetLife May 1993 - May 2007
Education
Iona College
BA, Management
Bank of America Merrill Lynch April 2015 - Present
Morgan Stanley August 2013 - May 2015
Bank of America April 2010 - August 2013
Trustco Bank November 2008 - March 2010
Prudential Financial September 2007 - August 2008
Dutchess County YMCA June 2006 - July 2007
Zeta Beta Tau Fraternity September 2003 - December 2005
Skills
Auditing, Funding, Mortgage Lending, Mutual Funds, Insurance, Operational Risk, Liquidity Risk, Walkthroughs, Risk Governance, Corporate Governance, PowerPoint, Microsoft Excel, Process Analysis, Risk Based Testing, Risk Based Audits, Internal Audit, Management, Financial Risk, Accounting, Credit, Sarbanes-Oxley Act, Loans, Finance, Mortgage Banking, Internal Controls
Education
Iona College 2009 — 2011
MBA, Accounting
State University of New York College at Plattsburgh 2003 — 2007
B.S., Finance, Marketing
Addison October 2013 - Present
Wechsler Ross & Partners November 2011 - October 2013
Prudential Financial July 2010 - July 2011
Lazard Asset Management 2005 - 2009
DeSola Group 1995 - 2002
Skills
Strategy, Marketing, CRM, Marketing Communications, Negotiation, Financial Services, Product Development, Marketing Strategy, Strategic Planning, Management, Presenter, Digital Marketing, Integrated Marketing, New Business Development, Business Development, Team Building, Mergers & Acquisitions, Product Marketing, Corporate Branding, Advertising, Management Consulting, Business Strategy, Investments, Social Media, Leadership, Corporate Communications
Education
London School of Economics and Political Science
Business Administration and Management, Course Cert
Iona College
Bachelor of Arts (B.A.)
AB February 2012 - Present
OppenheimerFunds July 2006 - January 2012
OppenheimerFunds March 2003 - July 2006
OppenheimerFunds March 2001 - March 2003
Prudential Financial July 1999 - March 2001
Prudential Financial July 1997 - July 1999
Skills
FINRA Series 6, Product Development and..., 401k, Defined..., Strategic Planning
Education
Ithaca College 1993 — 1997
BS, Business Management
Prudential Financial September 2014 - Present
Prudential Financial August 2013 - September 2014
Fidelity Investments August 2012 - August 2013
Fidelity Investments 2003 - August 2012
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Federated Investors January 1996 - January 1997
PNC Bank January 1995 - January 1996
Kinko's of Rhode Island January 1994 - January 1995
Skills
Call Center, Risk Management, Business Planning, Customer Satisfaction, Process Improvement, Project Management, Business Analysis, Strategic Planning, Change Management, Customer Service, PowerPoint, Financial Analysis, Data Analysis, Employee Benefits, Team Building, Operations Management, Program Management, Forecasting, Public Speaking
Education
Penn State University 1987 — 1992
B.A.
International School of Brussels 1985 — 1987
Bain Capital April 2014 - Present
Wellington Management November 2012 - April 2014
The Hartford Financial Services Group, Inc September 2009 - November 2012
Prudential Financial June 2008 - July 2009
Enfield Dermatology April 2006 - January 2007
Skills
Human Resources, Insurance, Mediation, Management, Analysis, Claim, Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2015
MBA
The University of Connecticut School of Business 2005 — 2009
BS, Finance
Mexico Blvd February 2012 - Present
Optimal Spaces August 2011 - Present
Instantia Producciones January 2010 - October 2010
BBVA Bancomer May 2004 - September 2009
Prudential Financial 2003 - 2004
SEI 2002 - 2003
Intercam Casa de Cambio 1996 - 2002
Accival 1986 - 1996
Skills
Bilingual English &...
Education
Instituto Tecnológico Autónomo de México 1981 — 1986
BA
American High School Mexico City 1978 — 1981
TEAM Academy Charter School August 2012 - Present
Team Academy September 2008 - Present
K&S Productions, Inc September 2003 - Present
Blessed Sacrament School January 2004 - June 2008
Gibbs College May 2003 - December 2003
Iona College May 2000 - January 2003
Prudential Financial 1997 - 2000
Education
Iona College 1997 — 2002
Bachelor of Science, General Business
CPR Training
Corsario Advisors, LLC April 2008 - Present
Hispanic Hotel Owners Association 2007 - 2010
Hispanic Hotel Owners Association 2006 - 2009
Discovery Capital 2008 - 2008
Discovery Caital 2008 - 2008
Prudential Financial 2005 - 2008
Citibank 2002 - 2005
Prudential Mortgage Capital Company 1988 - 1997
Skills
Equities, Capital Markets, Real Estate, Finance, Strategic Planning, Acquisitions, Negotiation, Business Planning, Marketing, Sales, Customer Service, Policy Analysis, Mezzanine, CMBS, Real Estate Economics, Asset Managment, Portfolio Management, Financial Modeling, Investments, Loans, Financial Risk, Asset Management, Structured Finance, Investment Management, Commercial Real Estate, Private Equity
Education
University of California, Berkeley 1986 — 1988
MBA, Finance and Real Estate
Isenberg School of Management, UMass Amherst 1982 — 1983
BBA, Accounting
Universidad de Puerto Rico 1979 — 1981
transferred, Accounting and Finance
Colegio Marista
Mount Sinai Medical Center June 2008 - Present
Diversity June 2008 - Present
Mount Sinai Medical Center 2008 - 2012
GDIF 2011 - 2011
TRE LLC 2009 - 2011
U.S. Department of Labor January 2001 - June 2008
USDOL/OFCCP January 2001 - June 2008
2003-2008 January 2001 - January 2003
Prudential Financial November 1999 - January 2001
USDOL January 1999 - January 2001
Skills
Human Resources, Policy Analysis, Spanish, French, Leadership, Applicant Tracking..., HRIS, Employment Law, Deferred Compensation, Workforce Planning, Labor Relations, EEO, Employee Relations, Organizational..., Strategic Planning, Personnel Management, Diversity & Inclusion, Affirmative Action, FMLA, Management, Program Management, Talent Management, Talent Acquisition, Recruiting, Strategy, Leadership Development, Onboarding, Organizational..., Process Improvement, Interviews, Training, Employee Engagement, College Recruiting, Employee Benefits, Analysis, Policy, Conflict Resolution, Career Development, Workshop Facilitation, Performance Management, Succession Planning, Employee Training, Organizational Design, Cross-functional Team..., New Hire Orientations, Resume Writing, PeopleSoft, Coaching, HR Policies, Career Counseling
Education
Indiana Wesleyan University 1995 — 1997
MBA
Indiana Wesleyan University 1995 — 1997
MBA
UEH 1985 — 1988
Law
UEH 1981 — 1985
BSBA
Dubuque Area Chamber of Commerce November 2013 - Present
McGraw-Hill Higher Education November 2011 - October 2013
Prudential Financial December 2008 - February 2010
Alliant Energy 1998 - 2002
Skills
Financial Services, Internal Audit, Financial Reporting, Strategic Planning, Budgets, Series 6, Series 63, CIAS, Microsoft Excel, QuickBooks
Education
Iowa State University - College of Business 1972 — 1977
Bachelor of Science Degree, Accounting and Economics
UBS Wealth Management July 2007 - Present
Morgan Stanley May 1994 - July 2007
Prudential Financial May 1992 - May 1994
Raymond James Financial Inc. December 1990 - May 1992
Drexel Burnham Lambert October 1989 - December 1990
Education
Iona College 1986 — 1989
Bachelors, Finance
Elizabeth Seton University 1985 — 1986
economics
Harrison High School 1981 — 1985
New York Life September 2013 - Present
PwC October 2010 - September 2013
Prudential Financial November 2008 - October 2010
Prudential Financial November 2006 - November 2008
Prudential Financial August 2004 - November 2006
Sony Electronics July 2003 - August 2004
Skills
Financial Reporting, Sarbanes-Oxley Act, US GAAP, Internal Controls, Auditing, Financial Analysis, CPA, External Audit, Financial Audits, Sarbanes-Oxley, Financial Statements, GAAP, Financial Planning, Financial Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management 1999 — 2003
Bachelor of Business Administration, Major: Accounting Minor: Economics
Arthur J. Gallagher & Co. May 2014 - Present
Jardine Lloyd Thompson September 2013 - May 2014
Safeco Insurance June 2012 - September 2013
Prudential Financial December 2010 - June 2012
Prudential Financial April 2010 - December 2010
Skills
Management, Analysis, Business Planning, Fixed Annuities, Mutual Funds, Customer Service, Policy, Claim, Call Centers, Insurance, Financial Services, Customer Experience, Employee Benefits, Underwriting, Reinsurance, Commercial Insurance, Claims Management, Property & Casualty..., Leadership, Legal Liability, Liability
Education
Indiana University of Pennsylvania 2005 — 2009
Bachelor’s Degree, Science Small Business Management & Entrepreneurship
Prudential Financial November 2012 - Present
Initiative May 2011 - October 2012
MindShare March 2010 - May 2011
PHD Media 2009 - 2010
Skills
comScore, Media Planning, Digital Strategy, Digital Media, Online Advertising, Campaign Management, Digital Marketing, Media Strategy
Education
Iona College
Bachelor of Business Administration (B.B.A.), Marketing
Prudential Financial 2000 - Present
Skills
Property & Casualty...
Education
Iowa State University
Bachelor of Business Administration (BBA), Marketing
Towers Watson October 2014 - Present
First Command Financial Services January 2010 - June 2010
Wells Fargo Bank October 2003 - June 2009
Accenture, Minneapolis, MN August 1996 - September 2001
Prudential Financial December 1986 - April 1994
Prudential Financial December 1983 - November 1986
Fireman's Fund Insurance Companies March 1982 - September 1983
The Robert's Organization June 1981 - March 1982
Skills
Analysis, Financial Analysis, Business Analysis, Data Analysis, Reports Analysis, Financial Services, Financial Reporting, Microsoft Office, Research, Communication, Customer Service, Process Improvement, Problem Solving, Personal Financial..., Loan Origination, Sales, Budgets, Compliance, Business, Organization, Computer Proficiency, Property Management, Banking, Business Strategy, Management, Finance, Troubleshooting, Small Business, Leadership, Small Business Lending, Business Planning, Strategy, Consumer Lending, Lines Of Credit, Credit, Series 63, Commercial Lending, Treasury Management, Credit Analysis
Education
University of Minnesota - Carlson School of Management 1994 — 1996
MBA, Management Information Systems
Iowa State University 1977 — 1981
Bachelor of Science (BS), Finance and Economics
Prudential Financial October 2012 - Present
Target October 2011 - October 2012
Hotel Julien Dubuque August 2011 - October 2012
Target August 2010 - October 2011
Shepherd Inc. April 2011 - August 2011
Central Stores March 2010 - July 2010
Battles Barbecue October 2008 - May 2009
Coca Cola Bottling Co. May 2007 - August 2008
Target August 2004 - January 2007
Education
Iowa State University 2007 — 2010
B.A. in English, Literary Studies
Prudential Financial May 2014 - Present
Philip Morris International November 2010 - April 2013
Philip Morris International December 2009 - October 2010
Philip Morris International January 2009 - November 2009
Philip Morris International August 2007 - December 2008
Skills
Strategy, Forecasting, Analytics, Analysis, Budgets, Marketing, Strategic Planning, FMCG, Digital Marketing, Budgeting, Project Planning, Team Leadership, Project Management, Pricing, Marketing Strategy, Competitive Analysis, Market Planning, Customer Insight, Market Analysis
Education
Instituto Tecnológico de Santo Domingo 2011 — 2012
Masters, Marketing Management
Instituto Tecnológico de Santo Domingo 2002 — 2006
Bachelor's, Business Administration
Instituto Cultural Dominico Americano 1997 — 2001
High School
Prudential Financial Vice President, TaxPrudential Insurance Company of America1986 - Present
Coopers & Lybrand August 1976 - February 1986
Skills
Tax Accounting, Corporate Tax, Tax, Finance, Financial Reporting, GAAP, Income Tax, US GAAP
Education
The American College 1987 — 1989
ChFC & CLU, Insurance
University of Hartford 1981 — 1984
MST, Taxation
University of Massachusetts at Amherst - Isenberg School of Management 1972 — 1976
BBA, Accounting
MarketShare Financial Vice President of MarketingMarketShare FinancialJune 1996 - Present
Prudential Financial December 1986 - June 1996
Skills
Investments, Wealth Management, Series 7, Fixed Annuities, Investment Management, Customer Service, Retirement Planning, Strategic Planning, Financial Analysis, Insurance, IRAs, Estate Planning, Saving for Education, Long-term Care, Portfolio Management, Retirement, Life Insurance, Strategic Financial..., Small Business
Education
Indiana University-Purdue University at Indianapolis 1979 — 1984
Bachelor of Arts (BA), Psychology
Western & Southern Financial Group July 2010 - Present
Western & Southern Financial Group July 2004 - June 2010
Prudential Financial December 1983 - June 2004
Prudential Financial October 1981 - November 1983
Education
Indiana University Bloomington
Bachelor's, Marketing
BlackRock June 2010 - Present
Regions Bank January 2008 - June 2010
Wachovia Securities, Inc. June 2001 - December 2007
Prudential Financial February 1998 - June 2001
Bank of America 1987 - 1998
Skills
Credit, Loans, Real Estate Finance, Securitized Lending, Credit Analysis, Underwriting, Real Estate Economics, Commercial Real Estate, Commercial Mortgages, Capital Markets, Risk Management, Financial Structuring
Education
Indiana University Bloomington 1982 — 1986
BSBA, Finance
Prudential Financial September 2014 - Present
Prudential Financial February 2012 - September 2014
SS&C Technologies July 2010 - February 2012
SS&C Technologies June 2008 - July 2010
GlobeOp Financial Services February 2007 - June 2008
Skills
Fund Accounting, Financial Reporting, Accounting, Account Reconciliation, Bloomberg, Financial Statements, Financial Accounting, Valuation, Financial Services, Internal Controls, Financial Analysis, Microsoft Excel, General Ledger, Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2010
MBA, MBA
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
B.B.A., Finance
Horseshoe Southern Indiana March 2000 - September 2011
Prudential Financial January 1998 - April 2000
Skills
Customer Satisfaction, Data Analysis, Project Coordination
Education
Indiana University-Southeast
Bachelor of Science, Business-Accounting
Fairview Health Services May 2000 - Present
Princeton Jaycee's 1995 - 2000
Prudential Financial 1998 - 1998
Skills
Hospitals, Healthcare, Healthcare Information...
Education
Inver Hills Community College 1978 — 1979
Accounting and Finance
Simley High School 1973 — 1976
General/Business
Prudential Financial December 2013 - September 2014
MetLife January 2011 - November 2013
Key Benefit Administrators April 2008 - February 2010
WebMD Health Services November 2006 - April 2008
UnitedHealth Group September 1982 - February 2006
Skills
Life Insurance, General Insurance, Financial Services, Fixed Annuities, Insurance, Retirement, Disability Insurance, Term Life Insurance, Mutual Funds, Series 6, Property, Long Term Care Insurance, 401k, Health Insurance
Education
Indiana University-Purdue University at Indianapolis 1986 — 1991
Bachelor of Science (BS), Psychology
Procura Management July 2010 - Present
Procura Management July 2010 - Present
Prudential Financial February 2005 - December 2009
Skills
Customer Service, Account Management, Sales Operations, Team Building, Leadership, Contract Negotiation, Healthcare, Management, Sales, Process Improvement, New Business Development, Insurance, Managed Care, Strategic Planning, Microsoft Excel, Training, Employee Benefits, Project Management, Public Speaking, Risk Management
Education
Indiana University of Pennsylvania
Pittsburgh Advisory Group January 2014 - Present
New York New York 2000 - 2014
Prudential Financial 2010 - 2012
Skills
Business Development, Financial Services, Sales Management, Business Analysis, Business Strategy, New Business Development, Business Planning, Small Business Marketing, Small Business, Small Business...
Education
Indiana University of Pennsylvania 1994 — 2000
Bachelor's degree, Criminology/Pre-Law
Woodland Hills High School 1991 — 1994
Graduated
Centennial Mortgage, Inc. August 2009 - Present
Prudential Financial October 2007 - July 2009
Deutsche Bank Berkshire Mortgage May 2006 - September 2007
Illinois Housing Development Authority October 1996 - May 2006
Skills
FHA Financing, Affordable Housing, Underwriting, LIHTC, Real Estate Financing, Real Estate Transactions, Finance, Real Estate Development, Dispositions
Education
Iowa State University
Bachelor of Science (BS), Community and Regional Planning
Brookfield Global Relocation Services 2011 - Present
Prudential Financial 2006 - 2011
Petroleum Traders Corp 2005 - 2006
Waterfield Financial Corporation 2003 - 2004
Buck Consultants 1999 - 2002
Skills
- Global Customer..., - International Freight..., - US Customs Regulations, - Book Air / Ocean /..., - Import/Export Third..., - Government Shipments, - Audit / Approve..., - Microsoft Excel, - Microsoft Word, - Knowledge of FHA, VA..., - Experienced with..., Finance, Invoicing, Budgets, Policy, Customer Satisfaction, Mortgage Lending
Education
Indiana University—Purdue University Fort Wayne
Accounting an Economics
International Business College - Fort Wayne, IN
Business Administration