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
Scale Computing April 2015 - Present
Scale Computing September 2014 - Present
Total Quality Logistics August 2013 - August 2014
Prudential Financial January 2013 - July 2013
Skills
Sales, Leadership, Management, Customer Service, Account Management, Inventory Management, Supply Chain, Cold Calling, Logistics Management, Marketing, Supply Chain Management, Sales Operations, Business Development, Marketing Strategy, Project Planning, Logistics, Salesforce.com, Virtualization, Storage Solutions, Solution Selling, Direct Sales, Transportation, B2B Marketing, Investment Strategies, Networking, Adobe Creative Suite, Project Management, Organizational..., Multitasking Skills, Negotiation, Computer Proficiency, Risk Analytics, Teamwork, Finance, Volunteering, Six Sigma, Photoshop, Risk Management, Success Driven, Pricing, Customer Retention
Education
Ball State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Ball State University 2008 — 2012
Bachelor of General Studies
Prudential Financial September 2011 - Present
Prudential Financial May 2008 - September 2011
Prudential Financial November 2005 - May 2008
Ernst & Young October 2003 - November 2005
The Keeney Manufacturing Company June 2002 - October 2003
Skills
Asset Allocation, Microsoft Excel, Management, Series 63, Investment Banking, Morningstar, Asset Managment, Equity Valuation, Industry Research, Series 6, Series 26, Capacity Planning, Productivity, Compliance, Operational Efficiency, Process Improvement, Accounting, Risk Assessment, Financial Analysis, Budgets, Expense Reports, Business Process..., Capacity P, Forecasting, Data Analysis
Education
University of Hartford 2002 — 2005
Master of Business Administration (M.B.A.), Finance, General
Assumption College 1998 — 2002
Bachelor's degree, Economics and Management
Newington High School 1994 — 1998
Petro River Oil Corp April 2011 - June 2013
Allis Chalmers Energy Corporation February 2007 - February 2010
Prudential Financial February 1994 - November 2001
Smith Barney April 1985 - February 1994
Skills
Corporate Finance, Financial Reporting, Energy, Private Equity, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Accounting, Due Diligence, Divestitures, Valuation, Mergers, Budgets, Business Strategy, SEC filings, Business Planning, Joint Ventures, IPO, Financial Analysis, Venture Capital, Investment Banking, Finance, Contract Negotiation, Asset Managment, Business Development, Start-ups, Investor Relations, Negotiation
Education
NYU Stern School of Business
MBA, Finance Investments
Babson College
BSBA, Finance, General
HCA May 2014 - Present
Insight Global September 2013 - May 2014
Core Consulting February 2013 - September 2013
Optum Health February 2010 - February 2013
City of Minneapolis May 2007 - December 2009
ING North America Insurance Company August 2003 - May 2007
Prudential Financial August 1999 - July 2002
Target Corporation November 1997 - August 1999
Skills
Business Analysis, Business Process..., Visio, Software Documentation, SDLC, Process Improvement, Performance Management, Leadership, Management, Program Management, Integration, Project Management, Training, Business Process, Requirements Gathering, Six Sigma, Analysis, Team Building
Education
Augsburg College 2008 — 2010
MBA, Business Administration
Virginia Union University 1990 — 1995
BS, Business Administration
Principal Financial Group March 2014 - Present
Advanced Insurance Services January 1993 - Present
Prudential Financial July 1976 - January 1993
Skills
Term Life Insurance, Series 6,7,63, 65,..., Supplemental Retirement..., Tax-Deferred Savings, Universal Life Insurance, Disability Income..., IRAs (Traditional &..., Long-Term Care Insurance, Mutual Funds, 401 (k), 403 (b), SEP &..., Annuities (Variable &..., College Funding..., Dental Insurance
Education
Aurora University 1972 — 1976
Bachelor of Science (BS), Business Administration
The American College 1981 — 1986
Chartered Life Underwriter Professional Designation
Prudential Financial December 2014 - Present
Workforce Opportunity Services February 2013 - December 2014
Piercing Pagoda November 2007 - January 2008
Dance Elite 2007 - 2007
US Navy 2000 - 2007
Preschool of the Arts 1997 - 2000
Kickin' It Up A Little 1994 - 2000
Skills
Computer Literate, Team Leadership, Self-management, Troubleshooting, Maintenance, Aircraft, Military Experience, Navy, Military, Aircraft Maintenance, Computer Hardware, Inventory Management, Networking, Microsoft Office, Customer Service, Project Management, Hand Tools, Leadership, Sales, Microsoft Word, Outlook, PowerPoint, Air Force, Microsoft Excel, Critical Thinking, Personnel Supervision, Time Management, Teamwork, Inspection, Maintenance & Repair, Military Training, Windows, Teaching, Event Planning, Readiness, Supervisory Experience, Organizational..., Public Speaking, Command, Military Operations, Technical Writing, Team-oriented, Team Management, Business Analysis, Lotus Notes, System Administration, Federal Government, Visio, Situational Leadership, Technical Training
Education
Full Sail University 2012 — 2016
Bachelor of Science (BS), Sports Marketing and Media
Western Connecticut State University 2013 — 2013
Certificate, Information Technology Project Management
Ashworth University 2003 — 2005
Career Diploma, Culinary Arts and Catering
Ellington High School 1996 — 2000
High School Diploma
Walt Disney World April 2012 - Present
Walt Disney World October 2007 - July 2012
Walt Disney World December 2005 - November 2006
Walt Disney World February 2005 - December 2005
Walt Disney World September 2004 - February 2005
Prudential Financial September 2000 - August 2004
Skills
Project Portfolio..., Strategy Development, Process Consulting, Strategic Planning, Business Strategy, Strategic Analysis, Strategic Thinking, Business Communications, Strategic Consulting, Strategic Communications, Team Management, Cross-functional Team..., Virtual Teams, Team Leadership, Change Leadership, Strategic Leadership, Call Center Development, Call Center, Meeting Management, Meeting Planning, Sales Management, Sales Operations, Sales Process, Presentation Development, PowerPoint skills, Business Process..., Process Improvement, Executive Communications, Business Process..., Process Optimization, Process Mapping, Team Motivator, Leadership Development, Time Management, First Time Home Buyers, Relocation Buyers, Contact Center Design, Business Analysis, Data Analysis, Organizational...
Education
Stetson University 2011 — 2012
Certification, Project Management, A
Fairfield University 2001 — 2004
MBA, Business Management and Leadership
University of Vermont 1998 — 2000
M.Ed, Higher Education, Student Affairs Administration
Assumption College 1994 — 1998
BA, Mathematics, Education
BPB Associates 1994 - Present
Prudential Financial February 1985 - February 1994
Skills
Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Life Insurance, Employee Benefits, Health Insurance, Term Life Insurance, Long-term Care, Finance, Retirement, Brokers, Sales, Workers Compensation, Strategic Financial..., New Business Development, Commercial Insurance, Leadership, Marketing, Athletes & Entertainers..., Sports Marketing, 401k, COBRA, Social Security...
Education
Auburn University
Clean Success July 1990 - Present
Real Estate Success Investments November 2002 - Present
Century 21 Gold Key Realtors February 2004 - January 2015
Living Well Fitness Center January 1989 - August 1990
Prudential Financial January 1988 - December 1988
Stuart-James June 1986 - September 1987
Pepsi-Cola Company August 1981 - August 1984
Skills
Marketing, Sales, Real Estate, Start-ups, Management, Marketing Strategy, Entrepreneurship, Selling, Customer Service, Social Media Marketing, Sales Management, Team Building, New Business Development, Negotiation, Account Management, Social Networking, Contract Negotiation, Market Research, Sales Process, Strategic Planning, Online Marketing, Public Speaking, Budgets, Direct Sales, Retail, Lead Generation, Leadership Development, Leadership, Business Planning, Business Development, Coaching, Strategy, Salesforce.com, Cold Calling, Public Relations, Social Media, Training, Advertising, Operations Management, Project Management, Business Strategy, Customer Satisfaction, Recruiting, Residential Homes, Marketing Communications, Event Planning, B2B, Sales Operations, Online Advertising, Commercial Cleaning
Education
University of New Haven 1985 — 1986
MBA, Marketing
Central Connecticut State University 1976 — 1984
B.S, Business Management
Hollins University 1999 — 2003
C.A.S, Liberal Arts. Photography
Babson College 1989 — 1990
G.A.S. Graduate Advance Studies, Entrepreneurship
Virginia Western Community College 1997 — 2008
TD Ameritrade August 2012 - October 2014
Willis January 2012 - August 2012
Prudential Financial April 2010 - December 2011
State Farm Insurance May 2009 - April 2010
New York Life Insurance Company May 2007 - May 2009
Skills
Series 7, Series 66, Series 63, Series 6, Financial Services, Sales, Retirement Planning, Investments, Brokers, Life Insurance, Property & Casualty..., Insurance, Disability Insurance, Long-term Care, Retirement, 401k, Health Insurance, Term Life Insurance, Fixed Annuities, Commercial Insurance, Risk Management, Mutual Funds, Finance
Education
Auburn University, College of Business 2003 — 2007
Bachlors, Marketing
Prudential Financial November 2012 - September 2013
State Farm August 2010 - July 2012
ING July 2002 - August 2010
The Hartford February 2001 - July 2002
Skills
Compliance, Highly detail oriented, HIPAA, Customer Service, Prioritize Workload, Case Managment, Communication Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Works well individually, Team-oriented, Virtual Teams, Multitasking Skills, Deadline Oriented, Claims Management, Internal & External..., Organizational..., Critical Thinking, Disability Management, Problem Solving, Decision Analysis, Time Management, Leadership, Highly motivated..., Goal Oriented, Organization, Customer Oriented, Close Attention to..., Perfect Attendance, Flexible to Change, Adjudication, Research, Reviews, Calculations, Data Collection, Policy Analysis, Conflict Resolution, Financial Risk, Terminology, Listening to customers, Strongly self-motivated, Desire to Succeed, Desire2Learn, Timely Decision Making, Turn Around Management, Determination, Learning Quickly, Work Ethic
Education
Baker College of Flint
Bachelor of Business Administration (BBA), Bachelor of Business Administration (BBA)
Alexion Pharmaceuticals, Inc. March 2014 - Present
Prudential Financial March 2013 - March 2014
ECHN April 2012 - March 2013
Hebrew Health Care August 2009 - April 2012
Open Solutions 2007 - 2009
Central Connecticut State University 2007 - 2009
Skills
Notary Public, Employee Benefits, New Hire Orientations, Human Resources, FMLA, Outlook, Benefits Administration, 401k, Microsoft Word, Data Entry, Workers Compensation, Employee Relations, Employment Law, Onboarding, HRIS
Education
Central Connecticut State University 2007 — 2009
BA, Major: Organizational Communication; Minor: Sociology
Assumption College
ACRE Capital LLC November 2014 - Present
ACRE Capital LLC April 2014 - October 2014
Prudential Financial August 2012 - March 2014
Prudential Financial July 2007 - July 2012
Midland Loan Services July 2005 - June 2007
Midland Loan Services May 2003 - July 2005
Midland Loan Services May 2001 - May 2003
Midland Loan Services July 1999 - May 2001
Apex Mortgage Capital January 1998 - May 1999
Skills
Real Estate Finance, Commercial Mortgages, Asset Management, Credit Analysis, Due Diligence, Technology Development, Process Consulting, Executive Management, International Business, CMBS, Portfolio Management, SQL, Real Estate Economics, Underwriting, Real Estate Financing, Loans, Commercial Real Estate, Valuation, Financial Analysis, Investments
Education
Baker University 2001 — 2003
Masters, Business
Brigham Young University 1994 — 1999
BA, Communication and Media Studies
Health New England August 2015 - Present
Revenue Discovery System/Portfolio Recovery Associates January 2014 - August 2015
Progress Rail Services December 2006 - May 2013
HealthSouth October 2004 - November 2006
AmSouth Bank August 2000 - October 2004
Prudential Financial September 1996 - August 2000
General Nutrition Inc. October 1990 - August 1996
Skills
Sarbanes-Oxley Act, Auditing, Policy, Internal Controls, Internal Audit, Corporate Budgeting, Cost Control, Financial Analysis, Regulations, Risk Assessment, Finance
Education
Auburn University at Montgomery 2002 — 2003
Bachelor of Science (BS), Accounting
Auburn University 1985 — 1989
Bachelor of Science (BS), Finance, General
MassMutual Financial Group July 2014 - Present
Cigna April 2013 - October 2013
Prudential Financial December 2011 - March 2013
Prudential Financial October 2010 - November 2011
Prudential Financial February 2008 - September 2010
Fidelity Investments May 2007 - February 2008
Fidelity Investments April 2006 - May 2007
Skills
Marketing, Strategic Communications, Corporate Communications, Thought Leadership, Change Management, Strategy, Public Relations, Cross-functional Team..., Internal Communications, Program Management, Management, Training, Team Leadership, Stakeholder Management, Strategic Planning, Analysis, Budgets, Outsourcing, Business Process, Public Speaking, Integration, Financial Services
Education
Bay Path College 2012 — 2013
Master's degree, Communication & Information Management, 4.0
Assumption College 2003 — 2007
Bachelor of Arts (B.A.), Organizational Communication, 3.9
Prudential Financial May 2000 - Present
CoreSource 1998 - 1999
CoreSource January 1993 - October 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Public Speaking, Customer Satisfaction
Education
Ball State University 1993 — 1997
Alcatel-Lucent August 2015 - Present
Alcatel-Lucent October 2013 - Present
Alcatel-Lucent August 2007 - October 2013
Alcatel-Lucent July 2005 - May 2008
Alcatel-Lucent August 2006 - August 2007
Alcatel-Lucent July 2005 - August 2006
Prudential Financial June 2002 - December 2004
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, Accounts Payable, Corporate Finance, Finance, ERP, Financial Audits, Financial Analysis, Program Management, Tax, Financial Reporting, Risk Management, Access, Accounting, Revenue Recognition, Invoicing, Leadership, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2008
Masters of Science, Management & Finance
Johnson C. Smith University - JCSU 2001 — 2005
Bachelor of Science, Banking & Finance
G.K. Skaggs, Inc. September 2015 - Present
Consilience, Marianello & Tre Anelli Wines April 2014 - April 2015
Calmoto (California BMW Triumph) June 2013 - April 2014
Assurant Health November 2011 - August 2012
Speed Tech Motorsports August 2008 - June 2011
Network Health WI August 2008 - August 2009
Prudential Financial June 2007 - August 2008
Hartford Life June 2004 - April 2007
Lee F. Murphy Insurance Group, an AssuredPartners Company March 2003 - June 2004
Dairy Queen August 2002 - February 2003
Skills
Marketing, New Business Development, Account Management, Social Media Marketing, Sales, Marketing Strategy, Sales Management, Social Media, Relationship Building, Trade Shows, Advertising, Marketing Communications, Brand Development, Brand Management, Public Relations, Event Planning, Event Management, Online Marketing, Leadership, Negotiation, Social Networking, Customer Service, Sponsorship Relations, Team Building, Management, Business Development, Retail, Customer Retention, Direct Sales, Business Planning, Inventory Management, Sports, Email Marketing, Purchasing, Marketing Management, Sports Marketing, Product Marketing, Product Development, Online Advertising, B2B, Sales Process, Digital Marketing, Newsletters, Merchandising, Training, Operations Management, Entrepreneurship, Sponsorship
Education
Augsburg College 2008 — 2009
Bachelor of Arts (B.A.), Marketing, 3.75
North Dakota State University 1996 — 1998
General Studies
Minnesota State University, Moorhead 1994 — 1996
General Studies
American Family Insurance August 2015 - Present
American Family Insurance October 2012 - August 2015
Church Mutual Insurance Company January 2001 - October 2012
Prudential Financial October 1998 - January 2001
American National Insurance July 1997 - October 1998
Skills
Customer Service, Insurance, Property & Casualty..., Marketing, Competitive Analysis, Sales Operations, Management, Sales Management, Commercial & Business..., Risk Management, Risk Assessment, Sales Strategies, Insurance Product..., Negotiation, Underwriting, Casualty, Commercial Insurance, Commercial Lines, Disability Insurance, Fixed Annuities, General Insurance, Leadership, Liability, Legal Liability, Life Insurance, Market Research, Marketing Strategy, Professional Liability, Long-term Care, Retirement Planning, Sales, Umbrella Insurance, Workers Compensation, Casualty Insurance
Education
Georgia Regents University
Bachelor of Business Administration (B.A.), Business, Management, Marketing, and Related Support Services
AIG November 2013 - Present
The Hartford September 2011 - November 2013
The Hartford September 2010 - September 2011
Prudential Financial June 2008 - July 2010
The Walt Disney Company/ESPN August 2005 - June 2008
Bruckner Supply (Wesco Int'l) April 2004 - August 2005
Command Corporation May 2002 - April 2004
Skills
Ideation, Innovation Management, Negotiation, Data Analysis, Pricing Strategy, Customer Experience, Personalization, Lead Management, Digital Strategy, Contract Negotiation, Social Media, Mobile, Financial Modeling, Financial Analysis, Mobile Devices, Strategy, Leadership, Project Management, Business Development, Insurance, Commercial Insurance, Property & Casualty..., Management, Entrepreneurship, New Business Development, Team Leadership, Pricing, Product Development, Competitive Analysis, Analytics, Strategic Partnerships, Vendor Management, Financial Services, Finance, Relationship Management, Sales, Process Improvement, Product Management, Risk Management, Program Management, Strategic Planning, Business Strategy, Change Management, Cross-functional Team...
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA, Entrepreneurship and Finance
University of Utah 2001 — 2003
BS, Economics
Brigham Young University - Idaho 1999 — 2000
Lexicon Relocation October 2014 - Present
Graebel Relocation Services Worldwide February 2013 - January 2014
Cartus June 2009 - February 2013
Prudential May 2006 - September 2008
Prudential June 2006 - January 2008
Prudential Financial January 2006 - January 2008
Piedmont Physician’s Group January 2003 - January 2006
Southside Medical Center November 2002 - December 2002
Prudential Relocation January 1999 - January 2002
Bank of America July 1989 - May 1999
Skills
Customer Service, 10 Key, Detailed Organization, Training, Call Center, Relocation, Process Scheduler, Customer Satisfaction, Outlook, Access, Microsoft Word, Office Management, Medical Records, Call Centers, Corporate Relocation, Team Building, Leadership
Education
Georgia Medical Institute 2002 — 2002
Medical/Clinical Assistant
Barney Fletcher Real Estate School 2000 — 2000
Real Estate
Atlanta Metropolitan College 1988 — 1989
Brown High School 1984 — 1988
Diploma, Salutatorian Honor
Atlanta Metropolitan College
Business Administration
Prudential Financial November 2012 - Present
North American Co./SFG April 2011 - November 2012
Midland National Life July 2003 - April 2011
Skills
Underwriting, Risk Management, Insurance
Education
Colorado Technical University 2004 — 2006
MBA courses
Augustana University (SD) 1994 — 2001
BS, Psychology
The Prudential Insurance Company of America September 2014 - Present
Prudential Financial October 2013 - September 2014
Prudential Financial October 2012 - October 2013
University Directories May 2012 - August 2012
Callaway Gardens May 2011 - August 2011
Northern Tier High Adventure May 2010 - August 2010
Skills
Training, Sales, Selling, Customer Service, Teamwork, Microsoft Office, Event Planning, Microsoft Excel, Leadership, Golf, Team Building, Team Leadership, Public Speaking, Social Media, Microsoft Word, Advertising, Leadership Development, Marketing
Education
Florida State University - College of Business 2009 — 2012
Marketing and Pro Golf Management, Finance, Professional Selling, Managing revenues and expenses, E-marketing, Accounting, 3.2
Auburn University 2007 — 2009
Building Science, English, Precalculus, Calculus, Structures, Materials I and II, Geography, Psycology., 3.3
Allianz Life May 2010 - Present
Allianz Life 2007 - April 2010
AIMS July 2006 - September 2007
Allianz Life June 2002 - July 2006
Allianz Life January 2001 - June 2002
Prudential Financial January 1996 - December 2000
Skills
Insurance, Fixed Annuities, Marketing, Life Insurance
Education
Augsburg College
Business Communications
Prudential Financial February 2013 - Present
Prudential Financial February 2013 - Present
Cozen O'Connor May 2012 - February 2013
Patton Boggs LLP August 2007 - September 2012
McCarter & English, LLP April 2006 - August 2007
Skills
Cite Checking, Litigation, Legal Research, Westlaw, Civil Litigation, CaseMap, Summation iBlaze, Microsoft Office, Microsoft Excel, Microsoft Word, Database Administration, Database Applications, Hummingbird DM, Windows Operating..., LiveNote, pdfDocs, iConnect, Adobe Professional, Concordance, Pleadings, Windows, Legal Writing, Commercial Litigation, Depositions, Document Review, LexisNexis, Litigation Support, Trials
Education
Montclair State University 2003 — 2005
Bachelor of Arts (B.A.) & Paralegal Certificate, Justice Studies with Paralegal Concentration
Atlantic Union College 2001 — 2003
Business Administration and Management, General
Gilman Financial Services January 2012 - Present
South Windsor, CT September 2005 - January 2012
Prudential Financial September 2005 - January 2012
Skills
Insurance, Fixed Annuities, Retirement Planning, Estate Planning, Property & Casualty..., Strategic Planning, Public Speaking, Professional Liability, Health Insurance, Commercial Insurance, Series 63, Underwriting, Risk Management, Series 7, Real Estate, Fundraising, Litigation, Nonprofits, Political Consulting, Management, Marketing, Captives, Fundraisers, New Business Development, Project Management, Public Policy, Employee Benefits, Consulting, Social Media, Small Business, Volunteer Management, Education
Education
Jones International University 2012 — 2014
Master of Business Administration (M.B.A.), General Studies, A
Baldwin Wallace University 1973 — 1977
Bachelor of Science (B.S.), Political Science and Government
Fifth Third Bank January 2014 - May 2015
Fifth Third Bank August 2011 - April 2014
United Community Bank March 2008 - April 2011
SunTrust Bank January 1996 - January 2007
Regions Bank 2002 - 2006
SunTrust Bank 1989 - 2002
Prudential Financial 1987 - 1989
Wachovia, A Wells Fargo Company 1983 - 1987
Skills
Asset Management, Banking, Business Strategy, Cash Management, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Leadership, Management, Loans, Sales Management, Portfolio Management, Investments, Small Business Lending, Lines Of Credit, Commercial Mortgages, Financial Analysis, Consumer Lending
Education
Auburn University 1980 — 1982
BS, Finance
Abraham Baldwin College 1978 — 1980
Associates, Business Administration
Kaiser Permanente Manager of Financial AnalysisPrudential FinancialSeptember 2004 - September 2009
Prudential Financial June 2001 - September 2004
Fluor January 2001 - June 2001
Minnesota Housing Finance Agency February 1998 - March 2000
Minnesota Housing Finance Agency July 1996 - January 1998
Fingerhut January 1991 - May 1993
Honeywell January 1989 - January 1991
Skills
Financial Analysis, Managerial Finance, Competitive Analysis, Project Management, Team Building, Project Planning, Data Conversion, Market, Modeling, Forecasting, Budgets, Cash Flow, Finance, Data Analysis, Management, Business Strategy, Essbase, Hyperion Enterprise, Financial Modeling, Sarbanes-Oxley Act
Education
Augsburg College
Accounting, Accounting, Management Infomation System
University of St. Thomas
MBA, Finance/Marketing
Citizens Financial Group, Inc. March 2012 - Present
Cape Cod Children's Museum May 2013 - Present
Citizens Bank September 2011 - March 2012
Liberty Mutual July 2004 - August 2010
Bank of America 2000 - 2004
Prudential Financial 1999 - 2000
Canada Life 1995 - 1998
Financial Holding Corporation 1987 - 1995
Skills
Risk Management, Financial Reporting, Fixed Income, Mergers, Finance, Budgets, Consolidation, Forecasting, Treasury Management, Investments, Corporate Finance, Securities, Mergers & Acquisitions, Business Process..., Accounting, Financial Analysis, Internal Controls, Strategy, Private Equity, Banking, Portfolio Management, Capital Markets, Valuation, Asset Management, Leadership, Financial Services, Tax, Equities, SEC filings
Education
Avila University 1992 — 1995
MBA, Finance
University of Central Missouri 1982 — 1984
MA, Accounting
Baker University 1978 — 1982
BS, Accounting
Real Estate Broker May 2005 - Present
DS Hancock Executive Search July 1994 - September 2015
Bank of America 1993 - 1994
Prudential Financial 1992 - 1993
Charles Schwab 1989 - 1992
Skills
Recruiting, Team Building, Team Leadership, Investment Properties, Property Management, Marketing, Social Media Marketing, SEO, Internet Entrepreneur, Public Relations, Real Estate, Consulting, Marketing Strategy, Finance, Cold Calling, Customer Service, Team Management, Sales Management, Portfolio Management, Banking, Investments, Start-ups, Sales, Employee Benefits, Account Management, Social Media, E-commerce, Selling, Business Development, Networking, Management, Entrepreneurship, Online Marketing, Leadership, Interviews, Small Business, Training, Social Networking, New Business Development, Talent Acquisition, Executive Search
Education
Ball State University 1990 — 1992
Finance, Econ, Psych
Cadiz Elementary School
Prudential Financial September 2012 - Present
MassMutual Financial Group January 2009 - September 2012
MassMutual June 2006 - December 2008
MassMutual October 2004 - May 2006
Skills
Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Underwriting, Brokers, Employee Benefits, Fixed Annuities, General Insurance, Health Insurance, Long-term Care, Reinsurance, Retirement, Risk Management, Retirement Planning
Education
Western New England College
Bachelor of Arts (BA), Psychology
Assumption College
Right at Home of Middle Connecticut 2013 - Present
Prudential Financial January 2011 - March 2013
Prudential Financial January 2006 - January 2011
Prudential Financial January 2003 - January 2006
American Skandia November 1999 - January 2003
H&R Block 1996 - 1998
St. Pierre Agency January 1996 - July 1997
Skills
Series 63, Mutual Funds, Series 6, Sales Management, Sales Presentations, Retirement, Sales, Sales Operations, Business Development, Strategic Financial..., Leadership, Budgets, National Association of..., Insurance, Investments, Management, Competitive Analysis, Risk Management, Business Strategy, Business Analysis, Financial Analysis, Financial Services, Strategy, Life Insurance, Home Care, CRM, Financial Advisory, Retirement Planning, Training, Relationship Management, 401k, Wealth Management, Long-term Care, Selling, Finance, Small Business, Financial Planning, Customer Service, Healthcare, Public Speaking
Education
Fairfield University 1998 — 2007
BS, Finance
Auburn University 1994 — 1995
Engineering
Derby High School 1990 — 1994
Prudential Financial July 2014 - Present
PLS Logistics Services August 2012 - July 2014
PLS Logistics Services June 2011 - August 2012
Jacksonville University May 2010 - May 2011
Skills
College Recruiting, Logistics, Transportation, Account Management, Recruiting, Customer Service, Sales, Team Building, Negotiation, Sourcing, Leadership, Inventory Management, Sales Management, Contract Negotiation, Implementation Planning, Organization Skills, Motivational Speaking, Events Coordination, Evaluation Strategies, Presentations, Operations Management, Time Management, Marketing, Sales Operations, Management, Interviews, Logistics Management, Talent Management, Customer Satisfaction, Training, New Business Development, Employee Relations, Analysis, Salesforce.com, Hiring, Building Relationships, Human Resources, Employee Training, Customer Retention, Social Networking, Team Leadership, Coaching, Applicant Tracking..., Resume Writing, CRM, Talent Acquisition, Onboarding, Transportation..., Leadership Development, Sales Process
Education
Jacksonville University 2008 — 2010
Bachelor's Degree, Business Administration, Management and Operations
Athens University of Economics and Business 2009 — 2009
International Business
University of Colorado at Boulder 2006 — 2008
Business Administration and Management, General
Case Western Reserve University January 2009 - Present
The MetroHealth System (Cleveland, OH) August 2007 - Present
Case Western Reserve University August 2012 - Present
Cleveland Clinic June 2006 - July 2007
Avenues of Counseling and Mediation, LLC July 2002 - June 2006
Joe's Crab Shack 2004 - 2006
LifeWise Health Plan of Oregon June 2000 - July 2001
Aon August 1999 - June 2000
Prudential Financial March 1999 - August 1999
Prudential Financial February 1998 - November 1998
Education
Case Western Reserve University 2012 — 2015
Master’s Degree, Adult-Gerontological Acute Care Nurse Practitioner
Case Western Reserve University 2003 — 2007
Bachelor of Science in Nursing, Critical Care Nursing
The University of Akron 1996 — 1998
Baldwin Wallace University 1994 — 1996
Gordinier Group January 2010 - Present
Mercedes-Benz of Bloomfield Hills September 2014 - February 2015
Prudential Financial October 2013 - December 2014
RD White Co. June 2012 - January 2014
Detroit Vintage wheels August 2012 - March 2013
Golling Buick GMC October 2009 - June 2012
Skills
Automotive, Customer Service, Sales Management, Microsoft Excel, Microsoft Word, Automobile, Automotive Aftermarket, Sales, Strategic Planning, Outlook, PowerPoint, Sales Process, Electricians, New Business Development, Electronics, Troubleshooting, Wiring, Parts, Vehicles, Logistics
Education
Baker College of Auburn Hills
Marketing
Lake Orion High School
Westchester Torah Acadmeny June 2013 - Present
Chabad of Orange ~ WoodbridgeOrange, CT June 2008 - June 2013
MBC 2003 - 2008
Prudential Financial 2001 - 2003
Wellsprings Financial Corporation 2000 - 2001
Rabbinical Institute of New England 1999 - 2000
Machane Menachem Camp June 1997 - August 1997
Skills
Teaching, Lecturing, Leadership Development, Program Development, Community Outreach, Non-profits, Public Speaking, Fundraising, Religion, Informal Education, Grant Writing, Curriculum Design, Curriculum Development, Hebrew, Volunteer Management, Editing, Adult Education, Nonprofits, Event Planning, Staff Development, Research
Education
Aspen University 2013 — 2015
Masters of Business Administration
Rabbinical College of America 1996 — 2000
Bachelor of Religious Studies & Smichah (Rabbinical Ordination)
Gibraltar Ventures - Prudential April 2015 - Present
Prudential Financial January 2013 - Present
BlackRock September 2011 - December 2012
Riverside Partners February 2010 - March 2011
Lovell Minnick Partners November 2006 - March 2010
BlackRock January 2005 - November 2006
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA, Concentration in Finance and Investment Management
Penn State University 2000 — 2004
BS, Finance
MetLife March 2010 - Present
Wachovia, A Wells Fargo Company August 2008 - November 2009
Bank of America August 2004 - August 2008
HomeBanc Mortgage December 2002 - August 2004
Prudential Financial August 1997 - May 2002
Skills
Annuities, Mutual Funds, Group Benefits, Bonds, CDS, Money Market, IRA's, 401k, Long Term Care, Disability Insurance, Roth IRA, Retirement, SEP, Universal Life, Profit Sharing, Term Life Insurance, Health Insurance, 529 Plans, Pensions, Defined Benefit, Rollovers, Wealth Accumulation, Deferred Compensation, Annuity, Fixed Annuities, Insurance Planning, College Savings Plans, Fixed Income, Employee Benefits, Equities, Wealth, Financial Planning, Securities, Insurance, Portfolio Management, Series 6, Wealth Management, Series 63, Estate Planning, Investment Advisory, Asset Allocation, Retirement Income..., Asset Management, Long-term Care, Succession Planning, Financial Analysis, Retirement Solutions, Investments, Retirement Planning, IRAs
Education
University of North Florida 1990 — 1993
MBA, Finance, economics
University of North Florida - College of Business Administration 1990 — 1993
MBA, Economics, Business Administration
Athens University of Economics and Business 1986 — 1990
BA, Economics
Prudential Financial October 2013 - Present
Prudential Financial August 2010 - October 2013
Prudential Financial February 2010 - August 2010
Prudential Financial July 2008 - November 2009
Arlington RE & Insurance January 2005 - July 2008
Prudential Financial September 2002 - November 2004
Prudential Financial December 1997 - September 2002
Preferred Life Insurance Company of New York October 1987 - December 1997
Skills
Consensus Building, Health Insurance, Disability Insurance, Claim, Proposal Writing, Property & Casualty..., Sales, Life Insurance, Business Planning, Fixed Annuities, Reinsurance, Employee Benefits, Risk Management, Claims Management, Workers Compensation, Business Analysis, Training, Management
Education
Augustana University (SD) 1978 — 1982
BA, Speech/Drama/Communications
LMI May 2011 - Present
Consulting October 2010 - Present
Kaplan College January 2009 - October 2010
Kaplan Professional August 2005 - January 2009
Kaplan Financial 2003 - 2005
Auto e-Direct 2002 - 2003
Prudential Financial 2001 - 2002
Prudential Financial 1999 - 2001
Prudential Financial 1998 - 1999
Prudential Financial 1996 - 1998
Skills
Public Speaking, Team Building, Change Management, Project Management, Management, Curriculum Development, Marketing, Time Management, Product Development, Employee Training, Product Management, Presenter, Property & Casualty..., Train the Trainer, TQM, Strategy, Training, Insurance, Program Management, Staff Development, Adult Education
Education
University of Phoenix 2002 — 2003
MAEd, Adult Learning/Distance Education
Augustana College
BA, English, Secondary Education
PGi January 2012 - Present
American Century Investments May 2008 - August 2011
Prudential Financial 2007 - 2008
Platte County Citizen May 2005 - May 2006
Skills
Retirement Planning, Mutual Funds, Insurance, Fixed Annuities, Series 63, Series 6, Investment Strategies, Asset Allocation, Investments, Pensions, Marketing, Risk Management, Small Business, Separately Managed..., Sales, Customer Service, Social Media, Organization, Software Solution Sales, Journalism, Video Conferencing, Audio Conferencing
Education
Baker University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Kansas State University 2001 — 2005
Journalism, Business, Economics
West, a Thomson Reuters Business January 2013 - April 2014
WEST, a Thomson Reuters Business March 2008 - December 2012
Kelly Law Registry December 2007 - February 2008
Mergis Group/Spherion October 2007 - November 2007
Benfield, Inc. October 2001 - July 2006
Prudential Financial July 1997 - August 2001
Skills
Contract Management, Contract Drafting, Content Analysis, Document Management, Legal Project Management, Content Licensing, Legal Research, Legal Writing, SharePoint, Adobe Acrobat, Microsoft Excel, Financial Analysis, Development & delivery..., ProLaw, Westlaw, Citrix, PowerPoint, Adobe Acrobat..., Alternative Dispute...
Education
Minnesota Paralegal Institute
Post-Baccalaureate Certificate (ABA approved), Paralegal Studies
Augsburg College
Bachelor's Degree
RG & ASSOCIATES January 2005 - Present
MAINSOURCE INSURANCE/ISM, LLC May 2009 - October 2010
FORETHOUGHT FINANCIAL SERVICES November 2007 - September 2008
PRUDENTIAL FINANCIAL September 1991 - December 2004
Skills
Life Insurance, Fixed..., Sales, Retirement Planning, Life Insurance, Strategic Financial..., Small Business, Securities, Property & Casualty..., Insurance, Investments, Portfolio Management, Term Life Insurance, 401k, Financial Planning, Long-term Care, Team Building, Strategic Planning, Process Improvement, Financial Advisory
Education
Ball State University 1981 — 1983
Business Administration and Management, General
BHS 1978 — 1981
Highschool Diploma, Business/Commerce, General
Wyndham Worldwide May 2014 - Present
Johnson & Johnson 2010 - 2014
Johnson & Johnson 2008 - 2010
Johnson & Johnson 2005 - 2008
Johnson & Johnson 2003 - 2005
Prudential Financial May 2000 - May 2003
Skills
Digital Marketing, Cross-functional Team..., Project Management, Management, Process Improvement, Team Leadership, Leadership Development, Training, Vendor Management, Business Process..., Project Portfolio..., Program Management, Change Management, Strategy, IT Strategy, CRM, Digital Marketing..., Agile Web Development, Business Analysis, Analytics, SDLC, Social Media Marketing, Social Media...
Education
Villanova University 2008 — 2010
Executive MBA
Babson College 2007 — 2009
Executive Ed., Leadership
New Jersey Institute of Technology 1999 — 2003
B.S. Management Information Systems
Raymond James Financial Inc. November 2013 - Present
Raymond James Financial Inc. January 2012 - November 2013
Raymond James Financial Inc. September 2009 - January 2012
Prudential Financial March 2009 - September 2009
Sherwin Williams July 2006 - April 2009
Education
University of Florida 2012 — 2014
Master of Business Administration (MBA)
Auburn University, College of Business 2002 — 2006
Entrepreneurship & Family Business, Management, Economics, Business Creation
Optum April 2015 - Present
Wolters Kluwer March 2013 - April 2015
Wabi Marketing January 2010 - March 2013
50/50 Media 2011 - 2012
Ameriprise Financial 2002 - 2010
Prudential Financial 1998 - 2002
Ultra Consulting Limited 1996 - 1998
Skills
Marketing Management, Relationship Marketing, Market Planning, Marketing Strategy, Brand Awareness, Marketing Research, Strategic Communications, Social Media Marketing, Media Strategy, Corporate Communications, Marketing Communications, Media Relations, Positioning, Brand Architecture, Product Marketing, Japanese market, Japanese business..., consumer research, International Marketing, Marketing, Public Relations, Corporate Branding, Strategy, Leadership, Management, B2B, Press Releases, Japanese Market, Japanese Business...
Education
Augsburg College 1991 — 1995
BA, International Relations and Affairs
Macalester College 1991 — 1995
BA, Japanese Studies
Edward Jones March 2014 - Present
The Hartford April 2007 - March 2014
Prudential Financial September 2005 - April 2007
MFS Investment Management September 2004 - September 2005
Skills
estate and legacy..., 401k, FINRA, Retirement Planning, Series 63, Disability Insurance, Life Insurance, Long-term Care, Mutual Funds, Retirement, Insurance, Investments, Wealth Management, Series 7, IRAs, Term Life Insurance, Sales, Variable Annuities, Fixed Annuities, Series 6
Education
Assumption College
Assumption College
Deluxe (Cornerstone Solutions) April 2011 - Present
Synovus December 2002 - January 2011
Prudential Financial 1999 - 2002
Harland Clarke 1996 - 1999
Education
Auburn University
BS
Fox Financial Services 2006 - Present
Prudential Financial 1978 - 2005
Education
Baker College Business and Corporate Services
Business
ACRE Capital July 2015 - Present
ACRE Capital LLC September 2013 - June 2015
Prudential Financial October 2010 - September 2013
The Patriot Group LLC January 2007 - May 2009
MMA Financial 2004 - 2006
The Grossman Copanies, Inc. January 2000 - June 2004
Fleet Bank July 1998 - December 1999
Liberty Mutual June 1996 - July 1998
Skills
Asset Management, Investments, Mergers & Acquisitions, Portfolio Management, Real Estate Economics, Valuation, Commercial Real Estate, Financial Analysis
Education
Boston University 2000 — 2002
Certificate, Real Estate Finance
Babson College 1992 — 1996
BS, Finance & Accoutning
Prudential Financial March 2012 - Present
Bristol-Myers Squibb, Princeton, New Jersey August 2011 - March 2012
Merck November 2007 - December 2010
DuPont 2002 - 2007
DuPont 1998 - 2002
DuPont 1993 - 1998
Skills
Business Process..., BPM, Process Ownership &..., Internal Business..., Lean Six Sigma, Change Management, Strategy to Realization, ARIS 7.1, Program Management, Project Management, Six Sigma, Management Consulting, Strategy, Process Engineering, Operational Excellence, Business Process, Process Improvement, Project Portfolio..., Business Process Design, Continuous Improvement, Cross-functional Team..., Integration, Governance, ERP, Business Process Mapping, Business Strategy, Analysis, Leadership, Management, Project Planning, Performance Improvement, Strategic Planning, Lean Manufacturing, Enterprise Software, Manufacturing, Process Management, Business Transformation, PMO
Education
Augusta State University - College of Business Administration 1976 — 1978
MBA, Management
North Carolina State University 1969 — 1973
BS - ChE, Chemical Engineering
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual Insurance June 2014 - May 2015
Assumption College October 2012 - May 2014
Assumption College August 2011 - May 2014
Prudential Financial May 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Information Technology, PowerPoint, Social Media, Windows, Project Management, Teamwork, Time Management, C#, Leadership, Microsoft Word, C++ programming language, Basic Java language, Basic Java Script, Microsoft Office Suite, Basic Adobe Dreamweaver, Ghosting images, C, Analysis, Data Analysis, Omniture, Web Development, Adobe Omniture -..., Site System...
Education
Assumption College 2010 — 2014
Bachelor of Arts (B.A.), Computer Science
Assumption College 2010 — 2014
Bachelor of Arts (B.A.), Computer Science
Prudential International July 2015 - Present
Prudential Financial June 2013 - July 2015
CIGNA August 2010 - June 2013
Unum 2000 - 2010
State Farm Insurance March 1996 - June 2000
Bank of America January 1995 - February 1996
Skills
Problem Solving, Employee Relations, Project Management, Customer Service, Hospitality, Innovation, Kaizen, Leadership, Negotiation, Office Management, Quality Management, Organizational..., Cross-functional Team..., Diversity, workforce optimization, Operations Management, Insurance, Leadership Development, Vendor Management, Disability Insurance, Team Leadership, Process Improvement, Administración y...
Education
Cal Poly Pomona 2010 — 2011
Six Sigma Certificate, Black Belt
Caltech 2008 — 2008
Project Management
Azusa Pacific University 2003 — 2005
Master's Degree, Organizational Management
CSULA 2000 — 2002
Bachelor's, Psychology
Epiphany Partners Inc. November 2009 - Present
Timberjay, Inc. 2011 - December 2012
White Iron Chain of Lakes Association (WICOLA) November 2009 - January 2010
Clark Consulting May 2007 - February 2009
Clark Consulting May 2003 - May 2007
Prudential Financial October 1998 - April 2003
ING 1982 - 1989
Skills
Project Management, Product Management, Operations Management, Writing, Client Relations Skills, HTML, Data Analysis, Training, Performance Management, Customer Service, Negotiation, Budgets, Insurance, Program Management, Leadership, Market Research, Analysis
Education
University of St. Thomas 1998 — 2002
Post Graduate Coursework in Marketing Communications and Project Management
Augsburg College 1980 — 1982
BA, Communications
Golden Valley Lutheran College 1978 — 1980
AA, Accounting and Business/Management
Rainy River Community College
Ameriprise Financial Services, Inc. - RiverSource Annuities June 2014 - Present
Ameriprise Financial Services, Inc. September 2009 - Present
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 2004 - 2007
Allianz Life 2002 - 2003
Allianz Life 2000 - 2002
American Express Financial Advisors 1999 - 2000
Prudential Financial 1996 - 1999
Prudential Financial 1994 - 1996
Prudential Financial 1989 - 1994
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Securities, Strategic Financial..., Series 24, Wealth Management, Investments, Retirement, Financial Services, FINRA, Fixed Annuities, Investment Advisory, Asset Allocation, Insurance, Process Improvement, Training, Business Process..., Leadership
Education
Augsburg College
Bachelor's degree, Communication, General
Charter One Bank March 1999 - Present
Prudential Financial October 1997 - March 1999
Benefits Plus September 1994 - September 1997
Skills
Sales Management, Sales Process, Sales, Customer Service, Leadership Development, Public Speaking, Banking, New Business Development, Business Planning, Financial Services, Small Business, Credit, Small Business Lending, Management, Consumer Lending, Commercial Lending, Credit Analysis, Loans, Mortgage Lending, Relationship Management
Education
Michigan State University 1988 — 1992
Bachelor of Arts (B.A.), Marketing
Babson College
Leadership Development
American Society for Training and Development 1998 — 1999
Sandler Sales Training 1994 — 1994
Travelers March 2014 - Present
Prudential Financial June 2013 - August 2013
Harvard University Office for Sponsored Programs June 2012 - August 2012
David's Bridal March 2011 - July 2011
Brookstone July 2010 - July 2011
Skills
Portfolio Management, Leadership Development, Sales, Financial Modeling, Financial Analysis, Investments, Finance, Leadership, Customer Service, Microsoft Excel, PowerPoint, Teamwork, Social Media, Microsoft Office, Social Networking, Microsoft Word, Public Speaking
Education
Babson College 2011 — 2015
Finance
The University of Edinburgh 2013 — 2014
Finance
Rockville High School 2007 — 2011
High School Diploma
Greater Egg Harbor Regional High School District September 2003 - Present
Allied Insurance Services, Inc. January 1999 - June 2002
Prudential Financial March 1985 - January 1999
Skills
Curriculum Development, Teaching, Classroom, Educational Leadership, Instructional Technology, Tutoring, Public Speaking, Coaching, Microsoft Office, Teacher Training, Grant Writing, Educational Technology
Education
Richard Stockton College of New Jersey 1977 — 1979
Bachelor's degree, Business Administration and Management, General
Atlantic Cape Community College 1975 — 1977
Associate of Science (AS), Business Administration and Management, General
IMPACT Management Services March 2012 - Present
Dynamic Advisory Solutions August 2009 - May 2012
Prudential Financial November 2008 - August 2009
Jim Waldron Buick GMC June 2006 - November 2008
Skills
CPA, GAAP, Financial Accounting, Financial Analysis, Financial Reporting, Accounting, Microsoft Excel, Human Resources, Microsoft Office, PeopleSoft, Leadership, Recruiting, Accounts Receivable, Microsoft Word, General Ledger, Payroll, Access, Accounts Payable, PowerPoint, Management, Auditing, Customer Service, Finance, Account Reconciliation, QuickBooks, Invoicing, Budgets, Tax, Forecasting, Bookkeeping, Financial Statements, Time Management, US GAAP, Process Improvement, Outlook, Analysis, Sarbanes-Oxley Act, SEC filings
Education
Baker College of Flint 2005 — 2010
Bachelor's Degree, Accounting
Prudential Financial September 1997 - December 2006
Skills
Analysis, Insurance, Management, Risk Management
Education
Augusta State University
Prudential Financial January 2013 - Present
Yes First Yoga January 2010 - Present
Hartford Life June 2006 - January 2013
Hartford Life May 2000 - May 2006
American Express July 1997 - April 2000
Professional Liability Underwriting Managers (PLUM) September 1993 - June 1997
Skills
Software Development, Business Requirements, Business Analysis, SDLC, Databases, Management, SharePoint, Vendor Management, PMP, Process Improvement, IT Strategy, Software Project..., Business Process, User Acceptance Testing, Agile Methodologies, Requirements Gathering
Education
University of St. Thomas 2005 — 2006
QPM I & II Certification, Project Management
University of St. Thomas 2002 — 2003
Mini-MBA, Business Administration
Augsburg College 1989 — 1993
BA, Sociology/Urban Studies
Riverland Community College 1987 — 1989
AA, Liberal Arts
SMILE LINE DENTAL MEDICINE, Gregory P Kosmidis DMD PC March 2009 - Present
Tufts University May 2011 - Present
Prudential Financial January 1998 - January 2000
O'Brien & Gere January 1997 - January 1998
Boston University January 1996 - January 1997
Skills
Aesthetics, Entrepreneurship, Higher Education, Leadership, Fundraising, Microsoft Office, Program Development, Social Media, Strategic Planning, Strategy, Surgery, Teaching, Healthcare, Public Speaking, Management, Customer Service, Project Management, Marketing Strategy
Education
New England Law Boston 2013 — 2017
JD Candidate
Babson College 2015 — 2015
10000 Small Businesses
Tufts University 2000 — 2004
DMD, Dentistry
University of Massachusetts Boston 1998 — 2000
MBA, Finance / MIS
Boston University 1993 — 1997
BA, Chemistry
AXA Advisors August 2014 - February 2015
Prudential Financial 2007 - 2012
Prudential Financial 1999 - June 2007
Prudential Financial January 1992 - 1999
Skills
Strategic..., Change Management, Financial Management, Leadership Development, Talent/Succession..., Diversity..., Managerial Finance, Leadership, Strategy, Business Development, Coaching, Insurance, Fixed Annuities, CRM, Risk Management, Training, Strategic Planning, Program Management, Recruiting, Sales, Management, Financial Planning, Financial Services
Education
Assumption College 1988 — 1992
Pshycology / Business
The American College 2002 — 2013
CLU
Corporation for Long Term Care 2003 — 2005
CLTC, Certified Long Term Care Consultant
College for Financial Planning 1998 — 1999
CMFC, Chartered Mutual Fund Counselor
Liberty Mutual Group March 2010 - Present
New England Pop Warner January 2004 - Present
Liberty Mutual Insurance March 2009 - March 2010
Central Massachusetts Pop Warner 2006 - 2010
Liberty Mutual March 2008 - March 2009
Global Insurance Network October 2004 - January 2008
Shrewsbury Youth Football 2000 - 2008
Prudential Financial April 2001 - October 2004
Mutual of America August 1997 - January 2001
AMICA Insurance September 1996 - August 1997
Skills
Coaching, Negotiation, Leadership Development, Consultative Selling, Employee Benefits, Property & Casualty..., Team Building, Strategic Planning, Mentoring, Needs Analysis, Sales, Leadership, Customer Service, Life Insurance, Business Strategy, Management, Customer Satisfaction, Underwriting, Selling, Sales Management, Training, Risk Management, Insurance, Business Development, Marketing, Recruiting, Time Management, Workers Compensation, Operations Management, Casualty, Account Management, Public Speaking, Customer Retention, Consulting, Executive Management, Cold Calling, Disability Insurance
Education
Quinnipiac University 2014 — 2016
Master's Degree, Organizational Leadership, 3.85
Assumption College 1984 — 1988
BA, Management, BA, Economics with Business Concentration
The Morgan School 1980 — 1984
HS, Honors Programs
Prudential Financial March 2012 - Present
Department of Vocational Services, Maine Medical Center April 2008 - March 2012
Professional Disability Associates August 2010 - February 2012
Kennebec Behavioral Health January 2007 - April 2008
Skills
Case Management, Mental Health, Counseling, Rehabilitation, Vocational..., Case Managment, Developmental..., Career Counseling, Disability Benefits, Disability Insurance, Social Security..., Social Services, Rehabilitation..., Community Outreach, Disabilities, Disability Management, Psychotherapy, Employee Benefits, CBT, Program Development, Resume Writing, Case Management Services
Education
Assumption College 2007 — 2010
Masters of Arts, Rehabilitation Counseling
University of Maine Farmington 2004 — 2007
Bachelors of Science, Rehabilitation Services
County of Cape May December 2007 - Present
Prudential Financial June 2005 - June 2007
Hilo Fish Company, Inc. June 1997 - June 2004
Skills
Series 6, Series 63, MicroMain Facility..., AS400 system, Microsoft Excel, Microsoft Office, HACCP, Accounting, Microsoft Word, Government, Accounts Payable, Customer Service, Local Government, Accounts Receivable, PowerPoint, Outlook, Data Entry, Budgets, Life Insurance, Financial Accounting, Payroll, Purchasing, Management, Risk Management, Operations Management, Negotiation
Education
Atlantic Cape Community College
Rutgers, The State University of New Jersey-Camden
Prudential Financial February 2015 - Present
Prudential Financial April 2012 - February 2015
Prudential Financial April 2008 - April 2012
Prudential Financial September 2006 - April 2008
Prudential Financial May 2004 - September 2006
Accenture June 1999 - May 2004
Skills
Organizational..., Organizational Design, Talent Management, Leadership Development, Change Management, Organizational..., Culture Change, Workshop Facilitation, Learning Management..., Management Consulting, Training Delivery, Consulting, Performance Improvement, Onboarding, Team Building, 360 Feedback, Management Development, Leadership, Training, Strategic Planning, Employee Training, Program Management, Workforce Planning
Education
Babson College 1995 — 1999
Bachelor of Science (BS), Business Administration, Management and Operations
Saint John Vianney High School 1991 — 1995
Prudential Financial April 2011 - Present
Latitude Consulting Group April 2008 - January 2009
Mascon Global September 2004 - April 2008
University of Toledo August 2001 - January 2004
Lucent Technologies 1998 - 2001
Skills
Perl, Change Management, Telecommunications, Requirements Analysis, Network Administration, E-Learning, XML, Incident Management, SDLC, Agile Methodologies
Education
University of Toledo 2001 — 2003
MS, Computer Science
B. M. S. College of Engineering
Bachelors, Instrumentation and Electronics
Prudential Financial February 1990 - Present
Formosa Plastics Corporation, USA December 1988 - February 1990
Pennyrale Mental Health Center October 1987 - May 1988
Skills
IT Strategy, Business Analysis, Access, SQL, Disaster Recovery, SharePoint, Analysis, Business Intelligence, SDLC, Vendor Management, Visio, Systems Analysis, IT Management, Requirements Gathering, Portfolio Management
Education
Austin Peay State University 1984 — 1987
BA Information Systems, Information Systems
University of Tennessee at Martin 1983 — 1984
Prudential Financial May 2015 - Present
Prudential Financial February 2012 - May 2015
Prudential Financial March 2010 - February 2012
Prudential Financial November 2007 - March 2010
ING March 2007 - November 2007
ING March 2005 - March 2006
ING March 2004 - March 2005
ING July 2003 - March 2004
Boston Scientific May 2002 - September 2002
Venture Development Corporation September 2001 - January 2002
Skills
Forecasting, Finance, Investments, Managerial Finance, Accounting, Strategic Financial..., Strategy, Strategic Planning, Financial Reporting, Corporate Finance, Analysis, Variance Analysis, Financial Risk, Capital, Capital Budgeting, GAAP, Statutory Accounting, Presentation Development, Financial Analysis, Retirement, Financial Services, IFRS, US GAAP
Education
The University of Connecticut School of Business 2005 — 2007
MBA, Finance
Babson College 1999 — 2003
BS, Finance and Entrepreneurship
Loomis Chaffee 1995 — 1999
Lazard August 2014 - Present
Lazard Capital Markets February 2003 - August 2014
Prudential Financial 1989 - 2003
Skills
Hedge Funds, Capital Markets, Equities, Bloomberg, Fixed Income, Series 7, Investments
Education
Babson College 1982 — 1986
The Asian Development Bank April 2013 - Present
State of WA July 2001 - April 2013
Prudential Financial October 1998 - June 2002
Dharmala Holdings (Hong Kong) 1995 - 1997
MBf Capital Asia Ltd. (Hong Kong) 1992 - 1995
Nikko Securities (Japan) September 1991 - June 1992
Skills
Fixed Income, Bloomberg, Derivatives, Equities, Capital Markets, Bonds, Finance, Financial Markets, Hedge Funds, Asset Management, Trading, Structured Products, Asset Allocation, Hedging, Portfolio Management
Education
International University of Japan 1988 — 1990
IR/IM, International Management
Ateneo de Manila University 1982 — 1986
BA, Economics
Don Bosco Makati 1979 — 1982
Vangent, Inc. SPM - ITIL WebsiteVangent Argentina2009 - Present
Pearson Government Solutions June 2000 - Present
Prudential Financial June 1999 - February 2000
Transwest Trucks April 1999 - June 1999
Auto Glass Center November 1996 - March 1999
RELM Communications, d.b.a. BK Radio, Inc April 1996 - November 1996
Education
Baker University
Morgan Stanley Wealth Management August 2011 - Present
Morgan Stanley Smith Barney April 2005 - August 2011
Genworth Financial Planning Group September 2001 - April 2005
Web Street Securities March 2000 - September 2001
Prudential Financial May 1999 - January 2000
Augustana College 1995 - 1999
Skills
Insurance, Accident, FINRA, Financial Services, Licensing, Futures, Options Strategies, Auditing, Compliance, Series 7, Series 24, Public Speaking, Business Strategy, Operations Management, Risk Management, Leadership Development, Change Management, Project Management, Alternative Investments, Investment Advisory, Internal Controls, Securities, Series 63, Series 65
Education
Lake Forest Graduate School of Management 2009 — 2011
MBA, General Management
Augustana College 1995 — 1999
Bachelor of Science, Business Administration: Finance and Marketing
Carmel Catholic High School 1992 — 1995
Hartford Funds September 2012 - Present
Touchstone Investments February 2010 - September 2012
Touchstone Investments and IFS Financial Services, Inc. January 2003 - February 2010
CUNA Brokerage Services, Inc. January 2000 - January 2003
Prudential Financial June 1997 - December 1999
Skills
Mutual Funds, FINRA, Securities Regulation, Policy, Internal Audit
Education
Auburn University
MBA, Finance
University of Minnesota-Twin Cities
BA, Economics
Prudential Financial March 2015 - Present
MassMutual Financial Group March 2013 - March 2015
MassMutual Financial Group January 2013 - April 2013
The Hartford November 2008 - December 2012
Hartford Life April 2006 - November 2008
Hartford Life March 2000 - December 2006
Skills
Insurance, Lotus Notes, Business Analysis, Call Centers, Vendor Management, Visio, Customer Service, Requirements Gathering
Education
Baker College Business and Corporate Services 1992 — 1993
Prudential Financial November 2014 - Present
Bank of America June 2012 - November 2014
Verizon Wireless December 2010 - June 2012
TD Ameritrade Institutional February 2008 - December 2010
Other September 2006 - January 2008
Electronics Corporation of India Ltd October 2004 - October 2005
Skills
.NET, WCF, ASP.NET, Web Services, C#, Microsoft SQL Server, SDLC, SQL, Agile Methodologies, XML, LINQ, SOA, jQuery, ASP.NET MVC, HTML5, CSS, SSIS, AJAX Toolkit
Education
Jawaharlal Nehru Technological University 2000 — 2004
B-Tech, Computer Science
St Anns 1998 — 2000
High School, 10+2
Atomic Energy Central School 1990 — 1998
Paragon Solutions 2007 - Present
Prudential Financial December 1993 - January 2007
Education
Babson College 1989 — 1993
Prudential Financial March 2010 - Present
SunTrust Bank January 1999 - March 2010
Skills
Banking, Agriculture, Asset Management, Commercial Lending, Investments, Financial Analysis, Credit, Credit Risk, Credit Analysis, Risk Management, Loans, Financial Reporting, Commercial Banking, Underwriting, Portfolio Management, Management, Finance, Strategic Planning
Education
University of Florida - Warrington College Of Business 2003 — 2005
MBA
Auburn University 1996 — 1998
BS, Agricultural Business & Economics
Wedgworth Leadership Institute for Agriculture and Natural Resources, Class IX
Prudential Financial March 2011 - Present
Prudential Financial August 2005 - March 2011
Education
Augsburg College 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Minnesota State University, Moorhead 1992 — 1996
Bachelor of Science (BS), Secondary Education and Teaching
MetLife 2011 - Present
Prudential Financial September 2007 - November 2011
Unum June 1990 - September 2007
Skills
Leadership Development, Insurance, Underwriting, Process Improvement, Employee Benefits, Health Insurance, Performance Management, Disability Insurance, Claim
Education
Assumption College 1986 — 1990
Bachelor of Arts, Accounting
Prudential Financial 2009 - 2013
Allstate Insurance Company 2005 - 2007
Skills
College Recruiting, Internet Recruiting, Corporate Recruiting, Talent Acquisition, Onboarding, Sourcing, Applicant Tracking..., Motivation, Workforce Planning, Negotiation, Employee Relations, Human Resources, Interviews, Technical Recruiting, Leadership, Talent Management, Recruiting, Management
Education
Ball State University 1966 — 1970
First Midwest Bank August 2013 - Present
JPMorgan Chase October 2010 - August 2013
JPMorgan Chase January 2007 - October 2010
JPMorgan Chase September 2001 - October 2007
Prudential Financial September 2000 - September 2001
Skills
Banking, Credit, Loans, Finance, Management, Business Analysis, Financial Services, Mortgage Lending, Analysis, Risk Management, Financial Analysis, Loan Origination, Process Improvement
Education
Augustana College 1995 — 1999
DST Systems April 2013 - Present
Cohen-Esrey Real Estate Services September 2006 - April 2013
Ferrellgas November 2005 - September 2006
Prudential Financial 2004 - 2005
Hertz Equipment Rental March 1999 - March 2004
Hertz Corporation March 1997 - March 1999
Grafton Staffing Inc. 1996 - 1997
Montgomery Ward 1989 - 1994
Skills
Employee Relations, Recruiting, Labor Relations, Onboarding, Employee Benefits, Payroll, Performance Management, HRIS, Human Resources, Workforce Planning, New Hire Orientations, Talent Acquisition, Employment Law, Interviews, Leadership, Employee Engagement, Training, Personnel Management
Education
Baker University 2007 — 2009
MBA, Business Administration
Stephens College 1985 — 1989
BA, Business Administration
Jefferson City Highschool
Austin Peay State University June 2010 - Present
USMotivation July 2006 - November 2009
Southern Hope Humane Society April 2004 - June 2006
Network Solutions June 1999 - August 2001
Prudential Financial 1996 - 1999
Skills
Customer Service, Event Planning, Data Analysis, Microsoft Office, Research
Education
Wellesley College 1992 — 1996
Wellesley College 1992 — 1996
Academy of Mount Saint Ursula 1988 — 1992
Austin Peay State University
Polaris Industries February 2015 - Present
GoIWx, Inc. February 2014 - February 2015
Target April 2009 - January 2014
Target April 2006 - April 2009
Uni-Data & Communications, Inc. January 2005 - April 2006
Prudential Financial January 2002 - January 2005
Prudential Financial January 1998 - January 2002
Skills
Team Leadership, Process Improvement, Management, Business Process, ERP, Customer Service, Business Analysis, Vendor Management, SharePoint, Project Management, Requirements Analysis, ITIL, PMP, Enterprise Architecture, Program Management, IT Management, Requirements Gathering, IT Strategy, Process Management, Performance Metrics, Operating Budgets, Resource Management
Education
Augsburg College 2005 — 2010
Bachelor of Arts (BA), Business Administration and Management, General, 3.5 GPA
Prudential Financial February 2004 - Present
Nation's CareLink 2002 - 2004
Thrivent Financial for Lutherans 1990 - 2002
Skills
Insurance, Risk Management, Process Improvement, Vendor Management, Business Analysis, Financial Services, Investments, Financial Analysis, Customer Service, Mutual Funds, Underwriting, Life Insurance, Strategic Financial..., Microsoft Excel, Change Management
Education
Augsburg College 1998 — 2000
Network Health Plan August 2008 - Present
Prudential Financial June 2007 - August 2008
Woodbury Financial Services August 2005 - April 2007
Hartford Life May 2004 - August 2005
Education
Augsburg College 2008 — 2010
Greystone & Co. November 2012 - Present
Walker & Dunlop May 2012 - November 2012
Greystone Servicing Corporation, Inc. 2004 - 2012
Capri Capital 2002 - 2004
Prudential Financial May 2001 - October 2002
Skills
Underwriting, Financial Analysis, Credit, Credit Analysis, Real Estate, Microsoft Office, Banking, Mortgage, Mortgage Lending, Loan Origination, Real Estate Economics, Commercial Lending, Commercial Mortgages, Loans, Leadership, Management
Education
Auburn University
Alcoa Forgings & Extrusions September 2011 - Present
Alcoa Forgings and Extrusions January 2010 - September 2011
Prudential Financial June 2009 - December 2009
Pearson Education June 2008 - September 2008
Skills
Microsoft Office, Marketing Strategy, Social Media Marketing, Event Planning, Marketing, Market Research, Marketing Communications, Email Marketing, Internal Communications, Customer Service, Competitive Analysis, PowerPoint, Account Management, Strategic Planning
Education
Baldwin-Wallace College 2011 — 2012
Master of Business Administration (MBA), Systems Management
The Ohio State University - The Max M. Fisher College of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
The Strategic Wealth Group June 2007 - Present
Prudential Financial October 2002 - March 2010
TenFold March 2000 - December 2001
Skills
Retirement Planning, Investments, Asset Management, Financial Services, Financial Advisory, Risk Management, Wealth Management..., Business Strategy, FINRA, Human Resources, Project Planning, Wealth Management
Education
University of Illinois at Urbana-Champaign 1999 — 1999
MBA, Finance and Strategy
Asian Institute of Management 1997 — 1999
MBM, Finance and Strategy
Sharada Mandir
Gen Re March 2012 - Present
Prudential Financial 2008 - March 2012
New York Life Insurance Company December 2000 - September 2008
Tunxis Community College 1995 - 2000
Education
Babson College 1992 — 1993
Ball State University 1992 — 1993
MA, Technology Education
Central Connecticut State University 1988 — 1992
MS, Technology Education
Oliver Wolcott Technical School 1984 — 1988
High School Diploma, Graphic Arts
John Hancock May 2008 - Present
Securian Financial Group December 1996 - May 2008
Prudential Financial August 1993 - November 1996
Skills
Life Underwriting, Long-term Care, Leadership, Analysis, Term Life Insurance, Medicare, 401k
Education
Augsburg College 1991 — 1992
Bachelor's of Art's, History and Business Administration
University of Wisconsin-Madison 1984 — 1987
UBS September 2015 - Present
Direct Energy June 2012 - August 2015
LENOVO GROUP February 2011 - April 2012
Prudential Financial December 2005 - December 2008
UNITED FINANCIAL MORTGAGE CORPORATION March 2004 - November 2005
Skills
Auditing, Compliance, Process Improvement, Financial Analysis, Internal Audit, General Ledger, Excel, Data Analysis, PowerPoint, Word, GAAP, Analysis, Microsoft Office, Credit, Customer Relations, Risk, Outlook, Negotiation, Strategic Planning, SOX Compliancy, COSO Framework, Visio, ARIS, Sarbanes-Oxley Act, Financial Risk, Microsoft Excel
Education
Belmont University 2010 — 2010
Masters of Accountancy, Accounting
Auburn University 1999 — 2003
Bachelor of Science, Business Administration (Finance)
Moldt Financial, LLC. 2006 - Present
Semler Financial Group 1995 - Present
Prudential Financial 1984 - 1995
Education
Ball State University 1979 — 1984
Bachelor's degree, Finance
Prudential Financial 2009 - Present
Jackson National Life April 2004 - December 2008
Kemper Funds April 1996 - October 1999
GT Global August 1992 - April 1996
Skills
Variable Annuities, Mutual Funds, Investments, Fixed Annuities, Retirement Planning, Wealth Management, Series 7, Series 63, Series 6, Insurance, Retirement, Financial Services
Education
Babson College 1976 — 1980
BS Accounting
Northwest Christian University June 2013 - Present
William Jessup University May 2003 - June 2013
Prudential Financial 1997 - 2003
Windstar Construction, Inc. 1985 - 1997
Skills
Non-profits, Strategic Planning, Fundraising, Managerial Finance, Higher Education, Leadership Development, Financial Analysis, Accounting, Real Estate Development, Investment Management
Education
California State University-Sacramento
MBA, Finance
Azusa Pacific University 1980 — 1982
BA, Business Administration
Central College 1978 — 1980
Mizuho Capital Markets Corp. August 2013 - Present
Merrill Lynch September 2011 - August 2013
Prudential Financial September 2006 - September 2011
Prudential Financial September 2006 - January 2009
MassMutual Financial Group March 2005 - March 2006
Madison Capital Management September 2002 - September 2003
American Express Financial Advisors February 2002 - September 2002
Skills
Securities, FINRA, AML, Mutual Funds, Investments, Risk Management, Insurance, Equities, Investment Advisory, Financial Services, Wealth Management, Banking, KYC, OFAC, Asset Managment, Fixed Income, Strategic Financial..., Alternative Investments, Derivatives, Options, Asset Management, Bloomberg, Capital Markets, Corporate Governance, Due Diligence, Finance, Financial Markets, Financial Regulation, Financial Risk, Hedge Funds, Investment Banking, Operational Risk, Portfolio Management, Series 24, Series 63, Series 7, Anti Money Laundering
Education
Baker University 2002 — 2006
BBA, General
Gateway Financial Advisors, Inc. February 2014 - Present
Cambridge Investment Research, Inc. March 2013 - Present
LPL Financial April 2009 - March 2013
William Bray Benefit Specialist January 2008 - June 2008
Prudential Financial September 2006 - January 2008
AIG 2003 - 2006
Skills
Insurance, Account Management, Training, Microsoft Office, Marketing, Budgets, Customer Service, Retirement Planning, Sales, Strategic Financial..., Strategic Planning, Team Building, Wealth Management, Business Planning, Recruiting, Financial Planning, Leadership
Education
Austin Community College 1996 — 1999
Business Administration and Management, General
First Resource Bank March 2011 - Present
American Hardware Mutual April 2005 - March 2011
Thomson Prometric/Experior Assessments June 2003 - April 2005
Prudential Financial July 1984 - October 2001
Skills
Leadership, Recruiting, Insurance, Management, Analysis, Customer Service, Property & Casualty..., Commercial Insurance, Casualty, Legal Liability, Liability, Quality Assurance, Workers Compensation, Commercial Lines, Underwriting
Education
Augsburg College
BA, English
Citco Fund Services August 2014 - Present
Prudential Real Estate Investors February 2013 - August 2014
Prudential Real Estate Investors August 2010 - February 2013
Prudential Financial November 2007 - August 2010
Covanta November 2005 - October 2007
Alcatel-Lucent July 2004 - November 2005
Alcatel-Lucent June 2001 - July 2004
Skills
Financial Modeling, Financial Analysis, Real Estate Economics, Portfolio Management, Due Diligence, Asset Management, Finance, Investments, Private Equity, Risk Management, Valuation
Education
New York University 2007 — 2009
MS, Real Estate
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2004
MS, Finance
Seton Hall University 1997 — 2001
BS, Business Management
Prudential Financial February 2004 - Present
Skills
Life Underwriting, Underwriting, Life Insurance, Insurance
Education
Augsburg College
Prudential Financial 2015 - Present
Alcatel-Lucent June 2009 - January 2015
Alcatel-Lucent May 2007 - June 2009
Alcatel-Lucent June 2004 - May 2007
Skills
Financial Reporting, Financial Analysis, Financial Planning, Accounting, Sarbanes-Oxley Act, Forecasting, Financial Modeling, Cross-functional Team..., Finance, Headcount Reporting, Analysis, Leadership, Process Improvement, Microsoft Excel, SAP, Hyperion, Access, PowerPoint, Visio, OneNote
Education
Pennsylvania State University 2014 — 2016
Accounting, 4.0
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
M.S.M, Finance, General
Rutgers University-New Brunswick 2000 — 2004
Bachelor's degree, Finance, 3.7
BTII
BTII
MLWM August 2013 - Present
McGladrey Wealth Management LLC January 2009 - August 2013
Prudential Financial August 2008 - January 2009
Zacks Investment Management June 2007 - August 2007
Skills
Series 63, Financial Analysis, Series 6, Financial Reporting, Financial Statements, Microsoft Excel, General Ledger, Outlook, Spreadsheets, Certified Financial..., Wealth Management, Series 7, Salesforce.com
Education
Augustana College 2004 — 2008
Bachelor of Arts (B.A.), Business Administration
Soldotna High School
Prudential Financial 2002 - 2010
CIGNA Retirement & Investment Services 1995 - 2002
CIGNA Retirement & Investment Services 1989 - 1995
Skills
Defined Benefit, Defined Contribution, Qualified Retirement..., 401k, Retirement, Mutual Funds, Retirement Planning, Relationship Management, Retirement Plan..., Investments, Life Insurance, ERISA, Pensions, Asset Allocation, Fixed Annuities
Education
Austin College 1985 — 1989
BA, Psychology/Business
JMT December 2014 - Present
Seasons Pizza Inc March 2008 - December 2014
Bank of America December 2013 - August 2014
Prudential Financial April 2013 - September 2013
Grady Management May 2012 - November 2012
Forbush School, Hunt Valley March 2011 - July 2011
Nadia Bulgare Fashion November 2005 - September 2010
Ornela Models February 1991 - April 1999
Skills
Fashion Design, Entrepreneurship, Microsoft Office, Series 6, Series 63, Life Insurance, Health Insurance, Financial Services, Foreign Languages, Building Customer..., MS Office Suite, Research, Reliability, Team Management, Integrity, Long-term Customer..., Recruiting, Management, Leadership
Education
Excelsior College 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General, 3.88
Ashworth University 2004 — 2006
Diploma, Fashion Merchandising, A
Western International University 2004 — 2006
Associate of Arts (A.A.), Business Administration and Management, General, 3.69
AGF Investments January 2013 - Present
Putnam Investments November 2010 - 2012
Mercer 2007 - 2010
Prudential Financial January 2005 - October 2006
Fidelity Investments 1997 - 2005
Shawmut/Fleet 1995 - 1997
Baybank 1987 - 1995
Baybank 1987 - 1995
Skills
Investment expertise, Investments, Hedge Funds, Equities, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
AGI Services, Inc. December 2012 - Present
Dixon Hughes Goodman LLP November 2006 - December 2012
Ernst & Young 2003 - 2006
Prudential Financial 2002 - 2003
Regions Financial Corporation 2001 - 2002
Skills
Due Diligence, SOX, Accounting, Financial Reporting, Audit, Compliance, Process Improvement, Internal Controls, Auditing, Sarbanes-Oxley Act, US GAAP, CPA, GAAP, Financial Accounting, SEC filings
Education
Auburn University 1995 — 2000
Bachelor of Science (BS), Accounting
OneAmerica Financial Partners Inc. July 2013 - Present
Reliance Standard July 2011 - July 2013
Prudential Financial 2006 - 2011
The Hartford 2003 - 2006
The Hartford 2000 - 2003
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Life Insurance, Mutual Funds, Sales, Brokers, Term Life Insurance, Group Insurance, Benefits Administration, Customer Service
Education
Augustana College 1994 — 1999
Liberty Mutual Insurance 2012 - Present
Liberty Mutual Insurance 2009 - 2012
Kaplan 2004 - 2009
Prudential Financial 1989 - 1996
Skills
Risk Management, Insurance, Sales Management, Customer Service, Sales, Employee Benefits, Property & Casualty..., Coaching, Selling, Underwriting, Life Insurance, Team Building, General Insurance, Cold Calling, Umbrella Insurance, Term Life Insurance, Fixed Annuities, Training, Whole Life, Casualty, Liability, Customer Retention, Leadership, Claim, Health Insurance, Commercial Insurance, Homeowners, Claims Management, Legal Liability, Disability Insurance, Brokers, Universal Life, Workers Compensation, Long-term Care, Series 6
Education
Babson College 1973 — 1976
Bachelor of Science (B.S.)
MIT Investment Management Co. January 2014 - Present
MIT Investment Management Co. September 2012 - January 2014
Clarion Partners August 2011 - August 2012
Massachusetts Institute of Technology - MSRED Program August 2010 - September 2011
Related June 2010 - August 2010
Prudential Financial June 2009 - August 2009
CB Richard Ellis 2006 - 2008
Education
Massachusetts Institute of Technology 2010 — 2011
Master's Degree, Real Estate Development
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
University of Virginia 2001 — 2005
BA, Sociology
St. Mark's School 1998 — 2001
Royal Bank of Scotland 2005 - Present
Prudential Financial April 2001 - August 2004
J.P. Morgan August 1999 - September 2000
Ernst & Young 1996 - 1998
Education
Ashworth College 2001 — 2003
Associate’s Degree, Legal Assistant/Paralegal
Prudential Financial November 2007 - Present
PwC September 2005 - October 2007
Skills
Internal Controls, Financial Reporting
Education
Babson College
Babson College - Franklin W. Olin Graduate School of Business
JP Morgan Securities LLC October 2012 - Present
Chase Investment Services May 2008 - September 2011
Fidelity Investments May 2005 - May 2008
Raymond James & Associates, Inc February 2003 - May 2005
Prudential Financial 2002 - 2002
Key Ba 1999 - 2002
Education
Indiana Wesleyan University 2000 — 2002
MBA, Business Administration
Ball State University 1990 — 1995
BS, Elementary Education
Klein High School
Hermelita Rodriguez Elementary School August 2008 - Present
Austin Independent School District February 2008 - Present
Hermelita Rodriguez Elementary School January 2008 - June 2008
Hermelita Rodriguez Elementary School September 2007 - December 2007
Cunningham Elementary School September 2006 - May 2007
Child's Way Learning Center September 2000 - May 2002
Prudential Financial December 1987 - December 1989
E.F. Hutton September 1982 - December 1987
Skills
English as a Second..., Early Childhood through..., Gifted and Talented..., Early Childhood..., ESL, Classroom, Tutoring, Gifted Education, Elementary Education, Teaching, Time Management
Education
The University of Texas 2005 — 2007
B.S, Applied Learning and Development
Austin Community College 2001 — 2005
A.A, Foreign Language (Spanish)
Prudential Financial 2012 - Present
Miami Seaquarium 2009 - 2011
Steeger USA 2007 - 2009
Skills
Microsoft Office, Strategic Planning, Customer Relations, Excel, Word, PowerPoint, Customer Service, Budgeting, Negotiation, Problem Solving, Outlook, Windows, Team Building, Forecasting, Scheduling, Inventory Management, Planning, Access, Analysis, Operations Management, Team Leadership, Process Improvement, Teamwork, Lotus Notes, Term Life Insurance
Education
Auburn University 2002 — 2006
BSBA, Finance
Webb Medical Systems June 2014 - Present
Prudential Financial June 2013 - January 2014
Denny's Electric Service , Inc. September 2002 - January 2013
Borden Dairy Company 2002 - 2002
Skills
Process Scheduler, Customer Service, Forklift Operator, Microsoft Office, Inventory Management, Supervisory Skills, Blueprint Reading, Restaurants, Microsoft Word, Microsoft Excel, Electricians, Troubleshooting
Education
Automotive Training Center 1994 — 1996
Associates Degree, Automobile/Automotive Mechanics Technology/Technician
West Bloomfield High 1990 — 1991
Diploma, Academic
Prudential Financial June 2009 - Present
Prudential Financial June 1996 - Present
Skills
Desktop Support..., IT Project & Program..., Business Analysis, Vendor Management, SDLC, Process Improvement, Visio, Disaster Recovery, PMO
Education
Ashworth University 2010 — 2011
Landscape Design, Landscaping and Groundskeeping, Graduated with honors
The George Washington University 2008 — 2010
Project management professional masters certificate, Project Management