Prudential Financial
Industry: Insurance company
DescriptionPrudential Financial, Inc. is an American Fortune Global 500 and Fortune 500 company whose subsidiaries provide insurance, investment management, and other financial products and services to both retail and institutional customers throughout the United States and in over 30 other countries. Headquarters: Newark, New Jersey, United States CEO: Charles F. Lowrey (Dec 1, 2018–) Revenue: 59.69 billion USD (2017) Subsidiaries: PGIM, Gibraltar BSN, PFI Mega Life Insurance,
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Prudential Financial Employees
Prudential Financial 2012 - Present
Guardian Life Insurance 2007 - 2012
CIGNA Group Insurance 2002 - 2007
Unum 1986 - 2002
Skills
Vendor Management, Project Management, Strategic Planning
Education
University of Southern Maine 1986 — 1991
MBA
Bates College 1982 — 1986
BA, Economics
Columbia University - Columbia Business School
Marketing Management Program
WOW! Internet, Cable & Phone December 2004 - Present
Prudential Financial July 1997 - July 2004
Skills
Call Center, Telephony, Vendor Management, Process Improvement, Customer Retention, VoIP, Telecommunications, Wireless, Customer Service, Troubleshooting, Broadband, Team Leadership, Employee Relations, Computer Network..., Customer Experience, IP, Customer Satisfaction, Call Centers, Account Management, Fiber Optics, T1, Direct Sales, Networking
Education
Beloit College 1992 — 1996
Bachelor's degree, Psychology
Hubbard Highschool 1988 — 1992
Diploma, Accounting and Business/Management
Advance Business Group, LLC. January 2014 - Present
Bank of America July 2013 - December 2014
Agora Group Inc. October 2000 - January 2014
Charles Schwab November 2012 - April 2013
American Express August 2011 - May 2012
BlueCross BlueShield of Tennessee December 2010 - August 2011
Bank of America March 2010 - December 2010
American Express September 2009 - February 2010
OptumRx (formerly Prescription Solutions, Inc.) January 2009 - September 2009
Prudential Financial November 2008 - January 2009
Skills
Requirements Analysis, Pegasystems PRPC, Business Process..., Agile Methodologies, Pega PRPC, Business Process Design, Business Analysis, Requirements Gathering, SDLC, Project Management, SOA
Education
Baylor University - Hankamer School of Business 1992 — 1996
Bachelor of Business Administration (BBA), Management Information Systems, General
Prudential Financial February 2015 - Present
Show Dog-Universal Music August 2014 - December 2014
The Syndicate April 2013 - December 2014
Belmont University August 2011 - December 2014
Paradigm Talent Agency January 2014 - June 2014
Nashville Predators October 2013 - June 2014
TKO Artist Management August 2013 - December 2013
Belmont University December 2012 - May 2013
Sonshine Music Festival 2010 - 2012
Skills
Public Relations, Promotions, Social Media, Social Networking, Music, Social Media Marketing, Facebook, Public Speaking, Event Management, Event Planning, Blogging, Entertainment, Music Industry
Education
Belmont University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Music Business, Magna Cum Laude
Unidata Services January 2008 - Present
Prudential Financial September 1998 - Present
Prudential Financial September 1998 - Present
Education
Baruch College 1994 — 1998
CIS
Baruch College
Cross Country Home Services August 2014 - Present
Georgia Eye Center November 2013 - Present
AutoNation May 2014 - August 2014
The Guardian Life Insurance Company of America July 2003 - November 2013
MetLife August 2000 - July 2003
Prudential Financial May 1999 - August 2000
Citi May 1995 - May 1999
Continental American Insurance Company July 1993 - May 1995
TDK June 1990 - July 1993
US Army June 1982 - June 1986
Skills
Visio, Business Analysis, User Acceptance Testing, Requirements Analysis, Requirements Gathering, Systems Analysis, SDLC, Data Analysis, Business Requirements, Quality Assurance, Analysis, MS Project, Process Improvement, Access, Databases, Technical Support, Management, Project Management, Microsoft Project
Education
City University of New York-Baruch College 1988 — 1992
Bachelor's degree, Accounting and Finance, 3.3
DeVry University Long Island City Campus 2004 — 2006
Bachelor's degree, Computer and Information Sciences, General, 4.0
Mount San Antonio College or Mt. SAC 1984 — 1986
Associate of Science (A.S.), Engineering, 3.0
Prudential Financial October 2002 - Present
Mutual of Omaha January 2001 - October 2002
Skills
Underwriting: Group..., Underwriting, Insurance, Life Insurance, Disability Insurance, Risk Management, Financial Services
Education
Bellevue University 1999 — 2001
Bachelor's degree, Communications
University of Nebraska-Lincoln
Illinois National Bank January 2010 - Present
Entrepreneur June 2008 - Present
Benedictine University August 2014 - March 2015
Springfield Junior Football League 2008 - 2011
Prudential Financial June 2008 - November 2009
Quincy University Athletics Department November 2006 - May 2008
Springfield Developmental Center June 2006 - September 2006
Skills
Marketing, Leadership, Microsoft Office, Photoshop, Digital Marketing, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, finance, Banking, Budget Process, Copywriting, SEO copywriting, Business Strategy, Business Analysis, IT Service Management, Outsourcing, Investments, Venture Financing, Accounting, Small Business Marketing, Marketing for Small..., Mobile Devices, Mobile Applications, Google Adwords, Affiliate Marketing, Public Speaking, Kicking Field Goals, Engaging Public Speaker, Web Design, Business Planning, Fundraising, New Business Development, Strategic Financial..., Financial Analysis, Commercial Banking, Analysis, Management, Risk Management, Facebook, Integrated Marketing, Direct Marketing, Online Marketing, Time Management, Forecasting, Team Leadership, Social Networking, Web Marketing
Education
Benedictine University 2010 — 2012
Master of Business Administration (M.B.A.), Organizational Behavior
Quincy University 2004 — 2008
Bachelor of Science (BS), Business Management, Marketing, and Related Support Services
Mukerji Financial Group February 2011 - August 2013
Prudential Financial February 2007 - January 2011
Skills
Insurance, Retirement Planning, Estate Planning, Employee Benefits, Retirement, Life Insurance, Disability Insurance, Fixed Annuities, Small Business, Investments, Securities, Finance, Strategic Financial..., Public Speaking, Leadership, Strategic Planning, Financial Advisory, Risk Management, Financial Planning, Customer Service, Marketing
Education
Valparaiso University School of Law 2013 — 2016
Juris Doctor (J.D.)
Benedictine University 2010 — 2012
MBA, Leadership and Organizational Behavior
The American College 2008 — 2011
CLU, Chartered Life Underwriter
The American College 2008 — 2011
ChFC, Chartered Financial Cousultant
Southern Illinois University, Carbondale 2001 — 2005
B.A., Philosophy
Sacred Heart Griffin 1999 — 2001
H.S.
Cardozo Law Review July 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP May 2015 - July 2015
Prudential Financial June 2014 - August 2014
New York City Council January 2013 - May 2013
NYU School of Law May 2011 - September 2012
Serling Rooks & Ferrara LLP January 2011 - April 2011
The Comet May 2010 - December 2010
Evergreen Copyrights February 2010 - May 2010
Skills
Microsoft Office, Blogging, PowerPoint, Social Media, Microsoft Excel, Music, Microsoft Word, Research, Event Planning, Public Speaking, Facebook, Editing, Social Media Marketing, Customer Service, Social Networking, Outlook, Writing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2013 — 2016
Doctor of Law (JD)
New York University 2009 — 2013
Bachelor of Arts (B.A.), English with a minor in Law & Society
Dipont Education Management Group (CACS) June 2013 - Present
Dipont Education August 2012 - June 2013
Academy of Aerospace and Engineering July 2012 - August 2012
Mount Holyoke College September 2010 - May 2012
Woodrow Wilson School of Public Policy and International Affairs July 2011 - August 2011
Let's Get Ready September 2010 - December 2010
Prudential Financial June 2008 - August 2008
Skills
Community Outreach, Research, Public Speaking, Non-profits, Editing, Higher Education, Event Planning, Fundraising, Spanish, Teaching, International Relations, SPSS, Grant Writing, Social Media, Tutoring, Microsoft Office, PowerPoint, Program Evaluation, Public Policy, Qualitative Research, Policy Analysis, Leadership, Data Analysis, Curriculum Design, Blogging, Coaching, Nonprofits
Education
Mount Holyoke College 2008 — 2012
B.A., Politics and Mandarin Chinese
Princeton University, Woodrow Wilson School 2011 — 2011
PPIA Fellow, Economics, Statistics, Policy Writing
Shanghai University 2011 — 2011
Mandarin Chinese
Spelman College 2011 — 2011
Domestic Exchange Student, Political Science
Beijing Language and Culture University 2010 — 2010
Chinese Language and Culture
Stuedeman Construction Services LLC September 2007 - Present
Allied Construction Inc August 1997 - August 2007
Prudential Financial June 1995 - August 1997
Education
Bemidji State University 1990 — 1994
Bachelor of Science (BS), Manufacturing Engineering Technology/Technician
Paragon February 2015 - Present
UPS October 2014 - January 2015
Novartis June 2013 - August 2013
Medical Marketing Economics, LLC (MME) 2010 - 2011
Virgin Mobile 2009 - 2009
Horizon Blue Cross Blue Shield of NJ 2007 - 2008
Bentley College 2005 - 2007
Prudential Financial 2005 - 2005
Skills
Data Analysis, Auditing, Management, Project Management, Financial Analysis, Analysis, Microsoft Office, Database Design, Business Intelligence, SQL, Market Research, Presentation Development, Information Gathering, Calculations, Troubleshooting, Social Media, Billing Process, Financial Reporting, Accounting
Education
Seton Hall University 2012 — 2014
Master of Business Administration (M.B.A.), Information Technology Management, 3.69
Bentley University 2003 — 2007
B.S., Corporate Finance and Accounting
HIMSS August 2010 - August 2014
Department of Veterans Affairs December 2006 - April 2010
Northwestern Memorial Hospital July 2006 - October 2006
Towers Perrin March 2006 - July 2006
Sargent & Lundy July 2005 - October 2005
Underwriters Laboratories April 2005 - June 2005
Prudential Financial December 2004 - April 2005
CNA July 2002 - August 2002
Bowen High School December 2001 - February 2002
Jenkens & Gilchrist February 2000 - November 2000
Skills
Windows Server, Active Directory, System Administration, VMware, Computer Security, ITIL, VPN, XP, Microsoft Exchange, Cisco Technologies, Networking, Troubleshooting, Security, Disaster Recovery, Citrix, Information Security, Technical Support, PKI, Network Security, Servers, Help Desk Support, Routers, TCP/IP, Software Installation, BMC Remedy, SharePoint, DHCP, Hardware, VoIP, DNS, Databases, Infrastructure, LAN-WAN, Windows, Windows XP
Education
Benedictine University 2003 — 2004
Master of Science (M.S.), Management Information Systems, MIS
Robert Morris University 1999 — 2002
BBA/AAS, Computer Network Specialist/Computer Programming
Bogan H.S.
Diploma, Computer Science
Barclays June 2014 - Present
Broadridge Financial Solutions 1999 - 2013
TD Waterhouse 1999 - 2004
Prudential Financial February 1989 - April 1999
Skills
Microsoft Office, Team Leadership, Supervisory Skills, Bilingual-English/Spanis..., Physical Security..., Security negotiability..., R&D settlements, Equities, Corporate Actions, Securities, Settlement, Client Services, Finance, Prime Brokerage, DTC, Back Office, Asset Allocation, Middle Office, Investments, Options, Mutual Funds, Fixed Income
Education
Blake Business School 1989 — 1989
Information Processing Specialist, Computer/Information Technology Administration and Management
Baruch College 1987 — 1989
Accounting and Finance
MathisAbbe Financial Advisors January 2002 - Present
Prudential Financial January 1996 - January 2002
Prudential Financial May 1984 - January 2002
Skills
Insurance, Investments, Strategic Financial..., Retirement Planning, Financial Analysis, Financial Advisory, Risk Management, Strategic Planning, Training, Financial Services, Microsoft Office, Recruiting, Microsoft Excel, Financial Planning, Finance, Customer Service, Public Speaking, Banking, Sales, Sales Management, Team Building, New Business Development, Management
Education
Baylor University 1984 — 1991
Business Administration and Management, General
University of Colorado Denver 1983 — 1985
Business Administration and Management, General
Goldman Sachs February 2015 - Present
Barclays April 2012 - February 2015
Prudential Financial June 2009 - December 2011
IBM September 2006 - July 2008
Irdeto March 2005 - September 2006
Skills
SQL, VBA, Fixed Income, Java, C++, Unix, SDLC, Derivatives, C#, Trading Systems, Microsoft SQL Server, Oracle, Sybase, Business Analysis, Bloomberg, Perl, Visual Basic, Electronic Trading
Education
Beihang University
Rutgers, The State University of New Jersey-New Brunswick
Ascend Temple University Student Chapter May 2015 - Present
Prudential Financial June 2015 - August 2015
Heng's Thai Cuisine September 2012 - May 2015
Ha Long Bay June 2009 - June 2012
Education
Temple University - Fox School of Business and Management 2014 — 2017
Beijing Language and Culture University 2012 — 2012
Spring 2012 Study Abroad
Harriton High School 2007 — 2011
High School
Prudential Financial January 2015 - Present
Prudential Insurance June 2009 - January 2015
American General 2000 - June 2009
First American Bank November 1998 - June 1999
GE Capital February 1991 - October 1998
GE 1988 - 1991
General Electric 1984 - 1987
Skills
Insurance, Underwriting, Fixed Annuities, Investments, Strategic Financial..., Life Insurance, Risk Management, Financial Services, Strategic Planning, Asset Managment, Business Strategy, Mergers, Relationship Management, Executive Management, Mutual Funds, Mergers & Acquisitions, Asset Management, Portfolio Management, Management, Banking, Financial Planning, Financial Risk, Financial Analysis, Wealth Management, Retirement Planning, Strategy
Education
Belmont University 1980 — 1984
BBA, Finance and Management
Glencliff High School
New York Life & MainStay Investments April 2015 - Present
State Farm Insurance May 2002 - March 2015
Prudential Financial 2001 - 2002
Delta Air Lines 1988 - 2001
Skills
Brokers, Wealth Management, Financial Advisory, Financial Services, Financial Analysis, Management, Direct Sales, Sales Management
Education
Susquehanna University
Bachelor of Science (BS), Economics
George Mason University
Accounting
Benedictine University
Mathematical Statistics and Probability
Thron Consulting August 2010 - Present
Prudential Financial April 2006 - May 2010
Global Liberty Insurance Company May 2005 - February 2006
Skills
New Business Development, Computer Hardware, Financial Reporting, Account Management
Education
University of Chicago Graduate School of Business 2001 — 2005
Master's degree, Development Economics and International Development
Baruch College 1999 — 2001
Bachelor's degree, Business/Managerial Economics
Lincoln Financial Group March 2015 - Present
John Hancock Insurance January 2014 - March 2015
John Hancock Life Insurance Company (U.S.A.) July 2008 - January 2014
Society of Financial Service Professionals May 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) February 2007 - July 2008
Baystate Financial Services 2006 - 2007
DMI Marketing 2003 - 2006
New England Financial 2003 - 2003
MetLife 2001 - 2003
Prudential Financial 2000 - 2001
Skills
Certified Financial..., CLU, Life Insurance, Estate Planning, Succession Planning, Long-term Care, Financial Planners, Financial Services, Continuing Education, ChFC, Insurance, Business Planning, Series 7, Finance, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
MBA, Business, Management, Marketing, and Related Support Services
Bentley University 1993 — 1997
Bachelor of Science, Management
Prudential Financial April 2012 - Present
Citi 2007 - 2012
Promise Tutorial-Government Providership August 2010 - May 2011
Skills
Mortgage Lending, Loans, Banking, Credit, Series 63, Credit Analysis, Fundraising, Administrative Work, Accounting, Account Management, Real Estate Transactions, Residential Mortgages, Escrow, Insurance Brokerage, Health, Licensing, Financial Services, Financial Advisory, Extensions, Forbearance, Financial Reporting, Program Management, Business Operations, Microsoft Office, Macintosh Applications, Mac OS X, Amazon Kindle, Producing, Federal Contracts, Goal Oriented, Leadership, Fast-paced, Fast Learner, Internal Audit, Inventory Management, QuickBooks, Quality Management, Selling Skills, Spanish, Public Speaking, Social Media, Team Building, Time Management, Daily Reports, Meet Deadlines, Closing Deals, Professional Experience, Customer Satisfaction, High Performer, Commercial Banking
Education
Baylor University 2003 — 2007
Bachelor of Arts (B.A.), Psychology
R.L. Turner High School 1999 — 2003
Honors, AP
Fortress Investment Group 2007 - Present
Prudential Financial June 2005 - April 2007
Skills
Hedge Funds, Fixed Income, Equities, ABS, Alternative Investments, Bloomberg
Education
Baruch College 2010 — 2013
MBA, Finance
The College of New Jersey 2001 — 2005
Bachelor of Science in Business Administration, Finance
EmblemHealth May 2015 - Present
Stryker August 2014 - April 2015
Wells Fargo July 2004 - August 2014
Prudential Financial 1999 - 2002
Citigroup February 1997 - June 1998
Deloitte & Touche February 1995 - August 1996
Skills
Performance Management, Employee Relations, Management, Employee Engagement, Human Resources, Onboarding, Recruiting, College Recruiting, Organizational..., Deferred Compensation, Talent Acquisition, Leadership Development, Leadership, HR Consulting, Strategic Planning, Workforce Planning, Succession Planning, Change Management, Executive Coaching, Talent Management, Career Counseling, Organizational..., Diversity & Inclusion
Education
Baruch College, City University of New York (CUNY)
BBA, Industrial Psychology
Fordham University
MS.Ed, Counseling
RamsHeadSound LLC January 1996 - Present
Arlington Interrurban Securities June 1976 - August 1986
Prudential Financial May 1966 - June 1976
Skills
Music and the Market, Music, Music Licensing, Sound, Recording, Social Media Marketing, Microsoft SQL Server, Musical Theatre, Studio Recording, Record Labels, Music Education, Composition, Songwriting, Band, Music Supervision, Music Theory, Singing, Guitar, Music Publishing, Music Industry, Musicians, Songs, Music Production, Film Scoring, Original Music, A&R, Concerts, Jazz, Keyboards, Drums, Rock, Vocal, Acoustic Guitar, Tour Management, Music Management, Talent Booking, Mastering, Pro Tools, Guitarist, Booking Systems, Audio Editing, Sound Design, Logic Pro, Soundtrack, Orchestral Music, Audio Post Production, Festivals, Live Sound, DJ, Audio Engineering
Education
Prudential Bache RR Training Program ~ New York, NY 1965 — 1966
MBA Credits ~ NYInstitue of Finance, Stocks, Bonds, and Commodities, MBA Credits
Baylor University - Hankamer School of Business 1961 — 1965
BBA, Finance/Economics
Mineral Wells High School ~ Mineral Wells, TX 1957 — 1961
HS Diploma, General Studies
Bainbridge HS 1950 — 1957
Jr. High School, General Studies, 7th
Camden Elementary School 1948 — 1950
Transfer to Bainbridge, GA, General Studies
Citi Private Bank Law Firm Group February 2010 - Present
Citi Private Bank Law Firm Group February 2005 - 2010
Citibank July 2003 - February 2005
Prudential Financial June 2000 - July 2003
Skills
Wealth Management, Private Banking, Investments, Asset Management, Alternative Investments, Hedge Funds, Portfolio Management, Series 7, Capital Markets, Credit, Equities, Fixed Income, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
EMBA, Business
Stony Brook University 1995 — 2000
BS, Sociology
Quality Inn July 2009 - Present
NetSource Ltd. 2013 - 2013
Prudential Financial March 2012 - June 2012
Sun Life Financial (Adecco Contractor) September 2011 - January 2012
Skills
Proficient in Microsoft..., Close Attention to..., High Organizational..., Managing Deadlines, Work in A Fast Paced..., quick learner, Type 60 wpm, Superior Work Ethic, Commitment to Customer..., Collaborative Problem..., Communication Skills, Volunteering, Marketing, Marketing Communications, Sales Management, Market research, Hospitals, Hotel Management, Event Management, Internet marketing, Digital Marketing, B2C, Human Resources, Contract Negotiation, Group Reservations, Persistency, Resourceful in the..., Highly resourceful, Creative Problem Solving, Hands-on Problem Solver, High Proficiency, Issue Resolution..., Coordinating Meetings, Planning & Organizing..., Customer Satisfaction, Customer Retention, Customer Oriented, Reports, Cash Management, Team-oriented, Organization &..., Dependable Team Player, Time Management, People Skills, Highly detail oriented, Goal Oriented, Interpersonal..., Customer Service, Teamwork, Leadership
Education
Bay Path College 1993 — 2005
Bachelor of Science (BS), Business/Executive Management
GTIS Partners February 2013 - Present
NYC Health and Hospitals Corporation May 2012 - February 2013
Bright Days Home Care August 2011 - August 2012
Madison International Realty, LLC February 2008 - September 2011
Fimat USA, LLC July 2004 - February 2008
Fimat February 2002 - July 2004
Prudential Financial June 2001 - March 2002
Skills
Finance, Accounting, Cash Management, Banking, Account Reconciliation, Management, Strategy, Investments, Microsoft Excel, Accounts Payable, General Ledger, Cash Flow, QuickBooks, Internal Controls, Payroll
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Columbia University Mailman School of Public Health 2005 — 2007
Masters in Public Health
Tufts University 1997 — 2001
Bachelor of Arts (B.A.)
Peddie School
Prudential Financial 2010 - Present
Bank of America 2007 - 2010
Bank of America 2005 - 2007
US Navy 1995 - 2005
Bank of America 2003 - 2004
Bank of America 2002 - 2003
MasterCard Cardholder Solutions 1997 - 2002
Skills
Strategic Planning, Strategy, Business Strategy, Program Management, Mergers, Business Development, Leadership, Business Planning, Management, New Business Development, Negotiation, Financial Modeling, Management Consulting, Change Management, Financial Analysis, Banking, Cross-functional Team..., Public Relations, Start-ups, Process Improvement, Business Process..., Investments, Leadership Development, Mergers & Acquisitions, Training, Finance, Strategic Partnerships, Risk Management
Education
Union Graduate School
PhD, Public Policy: Banking and Finance
Trinity College-Hartford
Master of Arts, Public Policy
Bates College
Bachelor of Arts
The William Penn Charter School
Wells Fargo Advisors September 1993 - Present
Wachovia Securities Financial Network January 2001 - January 2009
Prudential Financial January 1993 - January 2001
Education
Baylor University 1977 — 1982
Marketing-Management, Business
Data Symphonics, LLC June 2012 - August 2015
Munich American Reassurance Company November 2011 - June 2012
Prudential Financial April 2009 - August 2011
MetLife February 2006 - June 2008
MetLife January 2000 - February 2006
MetLife June 1997 - January 2000
MetLife December 1995 - June 1997
The Coca-Cola Company 1993 - 1995
State of Georgia 1992 - 1993
KnowledgeWare 1991 - 1992
Skills
Data Governance, Data Quality, Metadata Management, CRM, Enterprise Data, Business, Data Migration, Data Warehousing, Data Architecture, Conceptual Modeling, Information Architecture, Business Intelligence, Engagement Management, Enterprise Data..., Architectures, Business Glossaries, Architecture, Integration, Account Management, Consultative Sales, Healthcare Information..., Sales, Vendor Management, Erwin, Databases, Business Process..., Management, Enterprise Architecture, Leadership, Strategy, Project Management
Education
Southern Polytechnic State University 2013 — 2013
Certificate, Healthcare Information Technology
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (MS), Computer and Information Sciences and Support Services
Bentley University
MS, Computer Information Systems
Salem State University
B.S. Business Administration, Economics
Brazos Valley Services April 2010 - Present
Power Efficiency Sponsors January 2008 - Present
Prudential Financial August 2007 - June 2008
Education
Baylor University 2003 — 2007
BBA, Real Estate and Entrepreneurship
Baylor University - Hankamer School of Business 2003 — 2007
BBA, Real Estate and Entrepreneurship
Ontegrity September 2013 - Present
American Cancer Society February 1998 - September 2013
Keffe Technical Vocational School October 2000 - August 2013
American Cancer Society September 2004 - January 2010
Assabet Valley Vocational High School March 1998 - June 2005
American Cancer Society May 1998 - August 2004
American Cancer Society February 1996 - April 1998
Prudential Financial May 1992 - February 1996
Skills
Program Management, Social Media, Project Management, Event Management, Leadership, Community Outreach, Non-profits, Data Analysis, Management, Business Strategy, Creative Strategy, Building Relationships, Creative Problem Solving, Training, Strategic Thinking, Internal Resourcing, Intuitiveness, Market Analysis, Business Initiatives, Thinking Outside The Box, Trusted Business Partner, Learning Quickly, Adaptability, Multitasking Skills, Highly detail oriented, Volunteer Recruiting, Strategic Communications, Program Development, New Business Development, Integrated Marketing, Analysis, Nonprofits
Education
Northeastern University 2009 — 2010
Candidate for Bachelor of Science in Business Managment, Business Administration and Management, General
Bay Path College 2007 — 2009
Associate of Science (A.S.), Business Administration and Management, General
Prudential Financial June 2015 - Present
Prudential Financial January 2015 - June 2015
Williamson Consulting April 2011 - April 2013
Washington State Employment Security Department January 2010 - March 2011
Golf Savings Bank January 2009 - December 2009
Abacus Mortgage January 2006 - December 2008
Ameriquest Mortgage Company June 2004 - January 2006
United States Marine Corps April 1993 - June 2004
Skills
Technical Recruiting, Sales Management, College Recruiting, Team Management, Customer Retention, Customer Satisfaction, Military Liaison, Military History, Military Decision..., Operating Budgets, Expense Management, Leadership
Education
Bellevue College
Bachelor's Degree, Business Administration and Management, General
Rutgers University-New Brunswick
School Of Management & Labor Relations, Human Resources Management and Services
Cardozo Securities Arbitration Clinic August 2015 - Present
Prudential Financial May 2015 - August 2015
Office of the Attorney General of the State of New York June 2011 - September 2014
Sutherland Asbill & Brennan LLP December 2010 - June 2011
Red Hook Community Justice Center July 2010 - September 2010
Binghamton University August 2007 - May 2009
Red Hook Community Justice Center May 2007 - August 2007
Skills
Legal Assistance, Westlaw, Research, Outlook, Public Speaking, PowerPoint, Event Planning, Non-profits, Program Management, Community Outreach, Analysis, Nonprofits
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2014 — 2017
Juris Doctorate Candidate
State University of New York at Binghamton 2006 — 2010
B.A, Philosophy, with a concentration in Politics and Law, 3.62
Fudan University 2009 — 2010
Brooklyn Technical HS 2002 — 2006
Social Science
Belk March 2015 - Present
Mecklenburg County Small Business and Entrepreneurship Advisory Board 2014 - Present
Prudential Financial May 2014 - April 2015
Charlotte Chamber of Commerce September 2013 - 2015
Skills
Marketing, Leadership, Public Speaking, Strategic Planning, Customer Service, Sales, Small Business, Team Building, Management, Social Media
Education
Hofstra University 2005 — 2007
Masters, Elementary Education
City University of New York-Baruch College 1997 — 2001
Bachelors, Business Administration; Marketing
Central Piedmont Community College 2013 — 2013
APICS-CPIM, Logistics, Materials, and Supply Chain Management
Prudential Financial December 2014 - Present
Prudential Financial February 2013 - Present
Prudential Financial August 2011 - February 2013
Prudential Financial March 2009 - August 2011
Prudential Financial September 2006 - March 2009
CIGNA December 2003 - September 2006
CIGNA October 2000 - December 2003
Kelly Services - CIGNA February 1998 - October 2000
Skills
Analysis, Communication, Process Improvement, Project Management, Lotus Notes, Visio, Retirement, Financial Analysis, Budget, Forecasting, Microsoft Excel, Graphic Design, Writing, Editing, Proofreading, Research, PowerPoint, Budgets, Business Analysis, Data Analysis, Business Process..., Training
Education
Bay Path University 2009 — 2015
Master’s Degree, Communication and Information Management
Bay Path University 2006 — 2009
BA, Liberal Arts
Prudential Financial March 2014 - Present
Prudential Financial July 2012 - February 2014
Samson Software Solutions October 2008 - June 2012
Buck Consultants April 2008 - October 2008
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Project Management, Strategic Planning, Risk Management, Business Analysis, Change Management, Business Strategy, Requirements Gathering, Visio, Systems Analysis, SDLC, Requirements Analysis, Software Documentation, Analysis, SQL, Data Analysis, MS Project, Software Project..., Business Intelligence, Business Objects, Business Process, Business Requirements, Data Warehousing, Databases, ETL, Microsoft Project
Education
Argosy University Phoenix 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Bemidji State University 2005 — 2007
Bachelor of Science (B.S.), Computer Information Systems
Riverside Health System November 2009 - Present
Riverside Health Care November 2009 - Present
Prudential Financial November 1994 - November 2008
Skills
Nursing, Hospitals, Healthcare, BLS, Patient Safety, Healthcare Management, Cpr Certified, Medical Terminology, ACLS, Home Care, Epic Systems, EMR, Clinical Research, HIPAA, Healthcare Information..., Medical Records, Inpatient, Vital Signs, Pediatrics, Phlebotomy
Education
Bauder College 2011 — 2012
Practical Nursing, Vocational Nursing and Nursing Assistants
Dekalb Community College 2011 — 2012
diploma, Nursing
Prudential Financial October 2014 - Present
Citigroup May 2011 - October 2014
ALM Media (American Lawyer Media) May 2009 - May 2011
Lehman Brothers June 2005 - November 2008
Lehman Brothers June 2005 - January 2007
Skills
Onboarding, Applicant Tracking..., Recruiting, Employee Benefits, Employee Relations, Human Resources, Interviews, New Hire Orientations, Performance Management, Personnel Management, Hiring, PeopleSoft, Temporary Placement, Management, Sourcing, Strategy, Talent Acquisition
Education
City University of New York-Baruch College
Bachelor's, Human Resource Management
Baruch College October 2014 - Present
Prudential Financial October 2013 - Present
Skills
Customer Relations, Marketing Strategy, Property & Casualty..., Term Life Insurance, Life Insurance, Tutoring, Advertising, Project Management, Marketing Communications, Sales Leads, Project Planning, Academic Advising, PowerPoint, Microsoft Excel, Sales Presentations, Presentation Development, Team Management, Management
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Lorenzo de Medici, Florence
Marketing
Facebook September 2015 - Present
Yodle September 2014 - September 2015
Kforce August 2013 - September 2014
The Samuel Bronfman Foundation October 2011 - August 2013
The Cipher Group November 2010 - November 2011
Prudential Financial June 2007 - October 2009
Skills
Recruiting, Technical Recruiting, Sourcing, Talent Acquisition, Screening, Business Analysis, Hiring, Project Management, Leadership, Finance, Internet Recruiting, Contract Recruitment, .NET, Communication, Java, Temporary Placement, Applicant Tracking..., Management, Bartending, Basketball, Benefits Negotiation, User Experience, Graphic Design
Education
Florida International University 2015 — 2017
Master of Business Administration (M.B.A.)
Bennett College for Women 2004 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Brown Brothers Harriman May 2004 - May 2014
Prudential Financial March 1998 - May 2004
UPS 1996 - 1998
Skills
Vendor Management, SDLC, Requirements Analysis, Project Management, IT Strategy, Business Development, Project Governance, Service Delivery, Recruiting Activities, Development Management, Mainframe, Business Case, Requirements Gathering, Software Project..., Business Requirements, Enterprise Architecture, Business Analysis, Management, Financial Services, Process Improvement, Consulting, Information Technology, Visio, Fixed Income
Education
Belaruski Dziarzhauny Universitet 1900 — 1900
Masters of Science in Economics
MGM Resorts International September 2013 - Present
T-Mobile June 2000 - June 2013
Microsoft Corporation May 2000 - June 2000
PEMCO March 1992 - May 2000
Home Savings of America June 1988 - September 1991
ADG/May Department Stores November 1984 - June 1988
Prudential Financial 1982 - 1984
Skills
ETL, Infromatica, Data Warehousing, Oracle, Oracle PL/SQL..., Unix, Microsoft SQL Server, SQL, Informatica, Databases, Data Modeling, Business Intelligence
Education
Bellevue Community College 1995 — 1997
Civil Engineering
Moorpark Community College 1983 — 1987
Computer Science
Control Data Institute 1984 — 1984
Computer Technology
Simi Valley High School 1980 — 1982
High School Diploma
The MacDuffie School November 2013 - Present
Seeley Capital Management June 2013 - October 2013
CONNSTEP April 2012 - May 2013
The Hartford Business Journal August 2012 - October 2012
Cashman & Katz Integrated Communications May 2011 - August 2011
Prudential Financial June 2008 - October 2010
The Hartford July 2007 - February 2008
ING January 2007 - July 2007
TeleTech January 2005 - July 2006
Skills
Social Media Marketing, Public Relations, Press Releases, Market Research, Social Media, Internal Communications, Event Planning, Marketing Communications, Email Marketing, Facebook, Social Networking, Event Management, Public Speaking, Media Relations, Team Building, SEO, Training, Marketing Research, Leadership, Lead Generation, WordPress, Copywriting, Marketing, Advertising, Marketing Strategy, Digital Marketing, Newsletters, Blogging, Management, Strategy, Strategic Planning, Customer Service, Integrated Marketing, Online Marketing
Education
Bay Path University 2015 — 2017
Master of Fine Arts (M.F.A.), Creative Non-fiction
Bay Path University 2008 — 2011
Bachelor of Science, Business Administration
Pandora April 2015 - Present
Vox Media, Inc. May 2014 - April 2015
ESPN March 2012 - April 2014
CBS Interactive April 2011 - March 2012
ESPN October 2009 - April 2011
ABC Television September 2007 - September 2009
Universal Music Group September 2006 - December 2006
Prudential Financial June 2006 - August 2006
Racepoint Group January 2006 - May 2006
Education
Bentley University 2003 — 2007
Bachelor of Science, Marketing
Royal Holloway, University of London 2005 — 2005
Study Abroad, Business Management
Prudential Financial August 2013 - Present
Prudential Financial June 2010 - August 2013
Walgreen Co. September 2005 - May 2010
John Galt Solutions February 2005 - June 2005
Allscripts Healthcare Solutions/Physicians Interactive Business Unit April 2003 - February 2005
Allscripts Healthcare Solutions November 1999 - April 2003
NovaMed Eyecare Management January 1999 - November 1999
Family Services for McHenry County November 1996 - January 1999
Forest Hospital September 1994 - November 1996
Little City Foundation July 1991 - September 1994
Skills
PMP, PMI, Program Management, Account Management, Software Implementation, PMO, PMBOK, SDLC, Waterfall, Change Management, Software Project..., Team Leadership, Project Portfolio..., Team Building, Certified Project..., Process Improvement, Requirements Gathering, Project Management, Resource Management, Leadership, Business Analysis, Business Process..., Software Documentation, Agile Methodologies, Quality Assurance, Business Process, E-commerce, Management, Vendor Management, Training, Visio, Agile Project Management, Cross-functional Team..., Requirements Analysis, Integration, MS Project
Education
Benedictine University 1993 — 1995
MS, Counseling Psychology
Ripon College 1987 — 1991
B.A., Psychology and German
The NewsTalkers October 2010 - Present
NYC Board of Education September 1987 - June 2007
Prudential Financial 1985 - 1988
Skills
Educational Technology, Teaching, Tutoring, Curriculum Design, Curriculum Development, Research, Educational Leadership, Teacher Training, Classroom, Elementary Education, Literacy, Lesson Planning, Special Education, Classroom Management, K-12
Education
Baruch College 1988 — 1993
Master's degree, Elementary Education
Queens College 1978 — 1983
BA, Accounting/Economics
WireCo WorldGroup January 2015 - Present
WireCo WorldGroup August 2012 - December 2014
WireCo WorldGroup March 2011 - August 2012
WireCo WorldGroup April 2004 - March 2011
WireCo WorldGroup September 2002 - April 2004
WireCo WorldGroup September 1999 - September 2002
Prudential Financial April 1998 - September 1999
JC Penney 1990 - 1998
Skills
Business Development, Customer Service, Inventory Management, Logistics Management, Operations Management, Manufacturing, Shipping, New Business Development, Supply Chain, Logistics, Transportation, Supply Chain Management, Procurement, Purchasing, Forecasting, Sales Management, Sales Operations, Analytics, Personnel Management, Key Account Management, Leadership, Marketing Research, Negotiation, Social Networking, Office Management, Warehousing, Strategic Planning, Pricing, Recruiting, Problem Solving, Continuous Improvement, Cranes, Budgets, Contract Negotiation, Project Planning, International Sales, Process Improvement, Lean Manufacturing, Sales, Contract Management, International Business, Performance Improvement, Executive Management, Cross-functional Team..., Product Development, Business Strategy, Business Planning, Strategic Sourcing, Management
Education
Benedictine College 2000 — 2001
EMBA, Business
Missouri Western State University 1988 — 1992
BSBA, Marketing and Management
Trenton High School 1984 — 1988
Edgenet July 2015 - Present
Onlife Health July 2012 - July 2015
Accredo August 2006 - June 2012
Medco Health 2006 - June 2012
Carolina BG October 2003 - November 2005
Prudential Financial August 2003 - November 2003
Skills
Marketing Communications, Product Development, Brand Management, Program Management, Training, Project Planning, Marketing Operations, Marketing Strategy, Marketing, Business Strategy, Product Launch, Product Marketing, Product Management, Cross-functional Team..., Marketing Research, Agile Methodolgy, Management, Strategy, Sales, Market Research, Market Planning, Process Improvement, Email Marketing, Customer Service, Leadership, Business Analysis, New Business Development, Segmentation, Analysis, Business Development, Agile Methodologies, Budgets, Competitive Analysis, Marketing Management, Analytics, Managed Care, Strategic Planning, Recruiting, Healthcare, Internal Communications, Team Leadership, Account Management, Data Analysis, Business Planning, Pricing, Sales Operations, Project Management, Integrated Marketing
Education
Belmont University - Jack C. Massey Graduate School of Business 2008 — 2009
MBA, Marketing
Vanderbilt University 1999 — 2003
BA, Economics
Wilson Elser Moskowitz Edelman & Dicker, LLP September 2011 - May 2013
CT Bar May 2011 - September 2011
Benjamin N. Cardozo Securities Arbitration Clinic September 2010 - May 2011
Benjamin N. Cardozo School of Law January 2009 - May 2011
New York City Human Resources Administration May 2010 - August 2010
Schiff Hardin LLP September 2009 - May 2010
Prudential Financial September 2007 - December 2008
St. Thomas More Nursing and Rehab/ NMS Healthcare of Hagerstown October 2006 - March 2007
St. Thomas More Nursing and Rehab/ NMS Healthcare of Hagerstown September 2006 - October 2006
Philadelphia Department of Public Health June 2005 - September 2005
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2011
J.D
Drexel University 2004 — 2006
MPH
Harvard University 2002 — 2003
University of Maryland College Park 1997 — 2001
BS
Whitman
Global Atlantic Financial Group (formerly AvivaUSA) October 2013 - Present
Aviva April 2006 - Present
Jefferson Pilot April 2001 - March 2006
Prudential Financial 1996 - 2001
NCR 1985 - 1986
Skills
Fixed Annuities, Life Insurance, Retirement, Term Life Insurance, Marketing, Variable Annuities, Relationship Management, Financial Risk, Financial Planners, Series 6, Commercial Insurance, Financial Advisory, Alternative Investments, Universal Life, Wealth Accumulation, Underwriting, Securities, Sales, Reinsurance, Insurance, Long Term Care Insurance, Finance, Investment Strategies, Risk Management, Critical Illness, Claim, Brokers, Investment Advisory, High Net Worth..., Portfolio Management, Defined Benefit, Wealth, Small Business, Wealth Management..., Accident, Legal Liability, Health Savings Accounts, Investments, Asset Management, Investment Management, General Insurance, Whole Life, Group Insurance, Financial Analysis, Sales Presentations, IRAs, Asset Allocation, FINRA, Insurance Brokerage, Succession Planning
Education
Baylor University 1982 — 1985
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Baylor University - Hankamer School of Business 1982 — 1985
Prudential Financial March 2013 - Present
Conning & Company July 2011 - March 2013
Constitution Corporate Federal Credit Union September 2005 - February 2011
Structured Finance Advisors September 2003 - September 2005
Credit Suisse First Boston July 1996 - June 2002
Education
Bentley University
MBA
University of Connecticut
B.S.
Prudential Financial August 2013 - Present
Delhaize Group September 2011 - August 2013
Hannaford Bros. Co. October 2010 - September 2011
Hannaford Bros. Co. June 2009 - October 2010
Allen Edmonds 2008 - 2010
Allen Edmonds 2008 - 2010
Bentley University January 2008 - May 2009
The BTI Consulting Group October 2007 - February 2008
Dirigo Management Company May 2006 - February 2008
Maine International Trade Center December 2006 - August 2007
Skills
Microsoft Excel, Retail, Management, Supply Chain, Merchandising, Leadership, Inventory Management, Demand Forecasting, Data Analysis, SAF, Ad Hoc Reporting, Market Research, Pricing, Analysis
Education
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Business/Managerial Economics
Gowan Financial Services, LLC 2014 - Present
Prudential Financial 2012 - 2014
Transamerica Financial Advisors 2011 - 2012
Education
Bemidji State University
The American College
RICP® Retirement Income Planning
KLR July 2013 - Present
CBIZ Tofias June 2012 - July 2013
Executive Research and Placement February 2008 - April 2012
Prudential Financial 2006 - 2007
Education
Bentley University 2011 — 2012
MS, Accountancy
Bentley University 2007 — 2011
BS, Marketing
Kaiser Permanente IT February 2009 - Present
Kaiser Permanente January 2009 - Present
Infocrossing November 2008 - February 2009
GEORGETOWN LIQUORS ONE, LLC October 2005 - October 2007
Prudential Financial January 1997 - January 2005
FAIRCHILD SPACE January 1987 - January 1997
Skills
MVS, Vendor Management, Process Improvement
Education
Bellevue University
Bachelor of Science (B.S.), Web Technology, Magna Cum Laude
McDaniel College 1975 — 1981
McDaniel College 1975 — 1978
Political Science and History Major; Programming
Bellevue University
Bachelor's Degree, Web Development, 3.83 - Magna Cum Laude
Frederick Community College
Programming
Prudential Financial September 2014 - Present
JPMorgan Chase November 2013 - August 2014
Prudential Financial July 2012 - November 2013
JPMorgan Chase January 2009 - July 2012
JPMorgan Chase & Co. August 2007 - January 2009
JPMorgan Chase & Co. January 1997 - August 2007
Skills
Computers, Problem Solving, Teamwork, Teaching, Customer Oriented, Access, Printers, Software Installation, Technical Support, Time Management, Troubleshooting, Windows 7, Laptops, Call Centers, Disaster Recovery, Project Management, Lotus Notes, Business Analysis, Vendor Management, IT Management, Windows, IT Strategy, Process Improvement
Education
CUNY New York City College of Technology 1996 — 1998
Associate's degree, Accounting
City University of New York-Baruch College
Associate's degree, Computer and Information Sciences and Support Services
JP Morgan Chase July 2011 - Present
Prudential Financial July 2006 - July 2011
Skills
Risk Management, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., IT Audit, Financial Risk, Auditing, Operational Risk..., Financial Analysis, Due Diligence, Internal Audit, CISA, Governance, Information Security, Sarbanes-Oxley, Risk Assessment
Education
Bentley University 2002 — 2006
BS, Corporate Finance and Accounting
Prudential Financial April 2007 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Bay Path University 2012 — 2014
Bachelor of Science in Business, Communication and Information Management
Sally Beauty January 2015 - Present
Viacom June 2014 - August 2014
Prudential Financial July 2013 - December 2013
Course Hero, Inc. November 2012 - February 2013
Movie Tavern Partners, LLC June 2012 - November 2012
Party City June 2010 - August 2010
Skills
Marketing, Social Networking, Time Management, Social Media, Market Research, Interpersonal Skills, Leadership, Teamwork, Microsoft Excel, Customer Service, Sales, Marketing Analytics, Public Speaking, Advertising, Social Skills, Social Media Marketing, Research, Business Development, Event Planning
Education
University of North Texas 2010 — 2014
Bachelor of Business Administration (BBA), Double Major in Marketing & Entrepreneurship
Baylor University 2009 — 2010
Bachelor of Business Administration (B.B.A.), General Business
Ionin Law November 2013 - Present
Prudential Financial July 2014 - April 2015
Across the Board Talent Agency (ATB Talent) May 2013 - October 2014
Headline Media Management April 2012 - April 2014
Dinkes & Schwitzer November 2011 - March 2012
Davenport Theatrical Enterprises September 2010 - May 2011
Kings County District Attorneys Office May 2009 - May 2010
Bienstock & Michael, PC September 2008 - December 2008
Shestack & Young, LLP June 2008 - August 2008
SparkNY Productions January 2008 - August 2008
Skills
Intellectual Property, Trademarks, Copyright Law, Entertainment Law, Contract Negotiation, Contract Law, Talent Management, Business Strategy, Advertising, Media Relations, New Media, Trials, Litigation, Courts, Editing, Personal Injury, Motions, Hearings, Torts, Social Media, Legal Research, Westlaw, Depositions, Research, Legal Writing, Spanish, Microsoft Office, Civil Litigation, Employment Law, Personal Injury..., Criminal Law, Public Speaking, InDesign, Press Releases, Social Media Marketing, Facebook, Photoshop, Blogging, Legal Documents, Lexis, Appeals, Legal Issues, Prosecution, Marketing, Fraud, Pleadings, Document Drafting, Social Networking, Criminal Defense, Event Planning
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2015 — 2016
Master of Laws (LL.M.), Intellectual Property Law
Maurice A. Deane School of Law at Hofstra University 2007 — 2010
J.D., Law
Syracuse University 2003 — 2007
B.S., Advertising; Marketing & Psychology minors
METRODOME MERCHANDISE AVAILABLE!!! Prices start @ $6. June 2015 - Present
Power Play Sports December 2013 - Present
Prudential Financial January 2011 - Present
Skills
Mutual Funds, Investments, Equities, Financial Analysis, Portfolio Management, Strategic Financial..., Fixed Income, Banking, Securities, Wealth Management, Financial Services, Retirement Planning, Finance, Insurance, Asset Management
Education
Bemidji State University 2003 — 2005
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Mesabi Range Community and Technical College 1997 — 2000
Associate of Arts (A.A.), Accounting
Virginia Secondary 1991 — 1997
High School Diploma, Accounting
Prudential Financial September 2015 - Present
HPC Wireless Services October 2014 - August 2015
The McIntyre Group May 2014 - October 2014
Northeastern University September 2012 - April 2014
Massachusetts Eye and Ear Infirmary January 2012 - April 2014
Northeastern Resident Student Association September 2012 - April 2013
Griffin Hospital October 2008 - December 2012
Jumpstart September 2010 - April 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Healthcare, Customer Service, Time Management, Leadership, Organization, Programming, Innovation, Communication, Public Health, Learning Quickly, Highly Dedicated, Highly motivated..., Highly responsible, Remaining calm in a..., Creative Solutions, Friendly Personality, SharePoint, Outlook, Email Management, Access
Education
Benedictine University 2014 — 2016
Master of Business Administration and Master of Public Health, Public Health and Business Adminsitartion
Northeastern University 2010 — 2014
Bachelor of Science (BS), Health Science
Bingham Greenebaum Doll LLP June 2013 - Present
Honeywell Process Solutions January 2008 - August 2010
Citi January 2005 - January 2008
Peace Corps January 2004 - January 2005
Prudential Financial January 2000 - January 2004
Education
Louis D. Brandeis School of Law at the University of Louisville 2010 — 2013
Doctor of Law (JD)
Bellarmine University 2008 — 2010
Master of Business Administration (MBA)
University of Kentucky 1996 — 2000
Bachelor of Arts (BA)
Focus Louisville
Focus Louisville
Focus Louisville
Focus Louisville
Cigna January 2015 - Present
Prudential Financial June 2013 - December 2014
Skills
Sales, Disability Insurance, Life Insurance, PowerPoint, Social Networking, Economics, Team Leadership, Social Media Marketing, Microsoft Excel, Eviews, Data Analysis, Microsoft Office, Facebook, Event Management, Nonprofits, Social Media, Leadership, Microsoft Word, Online Marketing, Employee Benefits, Group Insurance, Business Development, Corporate Finance, Underwriting, EViews, Insurance
Education
Portland High School
Bates College
Bachelor of Arts (BA), Economics, Minor in Sociology
CIT August 2013 - Present
Bank of America June 2012 - August 2013
Prudential Financial September 2005 - May 2012
Skills
Project Management, Cross-functional Team..., Internal Controls, Analytical Skills, Compliance, Internal Audit, Report Writing, Relationship Management, Interpersonal Skill, Global Regulatory..., Business Knowledge
Education
Baruch College 1994 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Baruch College, City University of New York (CUNY)
Bachelors of Business Administration
Lincoln Financial Distributors July 2015 - Present
National Life Group January 2015 - July 2015
Phoenix Life Insurance Company January 2010 - October 2014
Legacy Financial Group, LLC / MassMutual December 2008 - January 2010
Prudential Financial January 2008 - November 2008
MML Investors, Inc June 2003 - September 2007
Commonwealth Financial Network 2003 - 2004
Allmerica Financial 1997 - 2003
Skills
Series 7, Series 24, Series 63, Relationship Management, Project Management, Investments, Asset Managment, Financial Services, Life Insurance, Asset Management, Management, Fixed Annuities, Leadership, Insurance, Mutual Funds, Retirement Planning, Retirement, Finance, Strategy, Process Improvement, Securities, Risk Management, Financial Planning, Brokerage, Suitability, Operations Management, Sales, Sales Operations
Education
Nichols College 2003 — 2005
MBA, Business
Becker College 2002 — 2003
BSBA, Management
University of Connecticut 1986 — 1989
Electrical Engineering
Prudential Financial July 2015 - Present
Allianz Global Investors June 2014 - August 2014
Bates College April 2013 - May 2013
Education
Bates College 2011 — 2015
Bachelor's Degree, Economics
Charles University in Prague
Ipswich High School 2007 — 2011
Prudential Financial January 2013 - Present
The Hartford January 2010 - Present
Phoenix Life Insurance Company April 2002 - January 2010
Transamerica November 1991 - April 2002
Skills
Marketing, Training, Territory Management, Risk Management, Life Insurance, Team Building, Wealth Management, Universal Life, Leadership, Insurance, Coaching, Selling, Sales Management, Management, Sales
Education
Baylor University - Hankamer School of Business 1982 — 1986
BBA, Finance/Insurance
PivotalGrowth Inc. September 2004 - Present
Missionary Manor 2009 - February 2012
Takeda Pharmaceuticals 2005 - 2007
Abbott Laboratories September 2000 - July 2004
Bank One August 1999 - August 2000
ABN AMRO August 1999 - August 2000
Prudential Insurance April 1996 - June 1999
Prudential Financial 1996 - 1999
IBM August 1994 - April 1996
Ameritech June 1989 - August 1994
Skills
Leadership Development, Team Building, Coaching, Executive Coaching, Personal Development, Leadership, Management Consulting, Training, Organizational..., Project Management, Change Management, Public Speaking, Workshop Facilitation, Program Management, Executive Management, Mentoring, Start-ups, Cross-functional Team..., Organizational..., Nonprofits, Small Business, Entrepreneurship, Business Planning, Strategic Planning, Performance Management, Employee Training, Employee Engagement, Emotional Intelligence, Business Process..., Community Outreach
Education
Behavioral Coaching Institute 2007 — 2007
Certified Master Coach
Benedictine University 2004 — 2005
Masters, Management & Organization Behavior
Michigan State University 1985 — 1989
BS, Psychology
Michigan State University 1985 — 1989
BS, Management & Organization Behavior
Prudential Financial June 2014 - Present
UNITEX Cargo Services Inc June 2011 - June 2014
Alla Popov CPA, Accounting, Income Tax January 2011 - June 2011
Skills
Accounting, Tax Preparation, Tax Returns, PowerPoint, Budgeting, Financial Analysis, Financial Reporting, Microsoft Excel, Financial Accounting, Microsoft Word, Account Reconciliation, Finance, Microsoft Office, Auditing, General Ledger, US GAAP, Payroll, Accounts Receivable
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Accounting
Baruch College, City University of New York (CUNY)
Bachelor's degree, Accounting
Carr, Riggs & Ingram, LLC November 2009 - Present
Capital Financial Group, LLC/MassMutual Financial Group February 2009 - September 2009
Northwestern Mutual 2000 - 2008
Prudential Financial January 1999 - March 2000
Skills
Coaching, Training & Development, Facilitating, Problem Solving, Data Analysis, Data Mining, Sales Support, SugarCRM, Sales Process, Lead Generation, New Business Development, Market Analysis, Market Research, Management, Business Development, Sales, Marketing, Training, Finance, Project Management, Sales Operations, Business Intelligence, Data Quality, Database Administration, Database Management, Ad Hoc Reporting, Practice Management, Market Assessments, Forecasting, Strategy, Competitive Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1993 — 1997
MBA, Finance
Belmont University 1986 — 1990
BBA
July Business Services December 2009 - Present
Citi August 2002 - July 2009
Prudential Financial September 2001 - August 2002
Clarion Inn & Suites September 2000 - September 2001
HEB June 1992 - June 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Outlook, Teaching, Retirement, Defined Benefit, Business Planning, Training, 401k, Insurance, Management, Finance, Retirement Planning
Education
Baylor University 1999 — 2002
Bachelor of Arts (B.A.), Business/Corporate Communications
Mclennan Community College 1987 — 1989
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Morgan Stanley Wealth Management December 1997 - Present
The Greater Ridgewood Youth Council January 2000 - April 2004
Prudential Financial July 1995 - December 1997
Skills
Fixed Income, Financial Modeling, Product Control, Variance Analysis, Trading, Private Banking, Investment Banking, Accounting, Analysis, Derivatives, Equities
Education
Baruch College
Bachelor of Arts (BA), Accounting
BlumShapiro January 2015 - Present
Schneider, Schneider and Associates September 2008 - December 2014
Deloitte & Touche November 2005 - August 2008
Prudential Financial May 2003 - October 2005
Skills
US GAAP, Sarbanes-Oxley Act, SEC filings, GAAP, Auditing, Assurance, External Audit, Financial Accounting, Financial Reporting, CPA, Internal Controls, Tax, Accounting, Revenue Recognition, Financial Analysis, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
Master's Degree, Accountancy
Bentley University 1999 — 2003
Bachelor's Degree, Finance
JPMorgan Chase October 2011 - Present
UBS Wealth Management Americas December 2006 - February 2011
Prudential Financial January 2003 - December 2006
Prudential Securities January 1985 - December 2003
Education
Baruch College, City University of New York (CUNY) 1977 — 1981
BBA, Statistics
Boston Scientific 2004 - Present
United Healthcare January 2002 - July 2004
Solutia Consulting March 1999 - January 2002
Prudential Financial July 1995 - March 1999
Skills
Process Improvement, Requirements Analysis, Business Analysis, Quality Assurance, SDLC, Business Process..., Testing, Software Project..., Agile Methodologies, Software Quality..., User Acceptance Testing, SharePoint, Management, Project Management, Program Management, Integration, Cross-functional Team..., Vendor Management, Medical Devices, Change Management, Business Process
Education
Saint Cloud State University - G.R. Herberger College of Business 2005 — 2008
MBA
Bemidji State University
Accounting
Prudential Financial March 2013 - Present
JP Morgan Chase January 2010 - March 2013
JPMorgan Chase October 2008 - December 2009
KeyCorp August 2007 - October 2008
KeyCorp January 2007 - August 2007
Skills
Credit, Risk, Loans, Analysis, Real Estate, Mortgage Banking, Mortgage Servicing, Commercial Real Estate, Underwriting, Real Estate Economics, Due Diligence, Asset Management, Financial Analysis
Education
The University of Texas at Dallas - School of Management 2008 — 2012
MBA, Finance, 3.77
Baylor University 2002 — 2006
BBA, Economics, Real Estate
Sweet Opportunity LLC January 2015 - Present
Prudential Financial March 2013 - December 2013
Prudential Financial November 2011 - March 2013
Gotham Screen International Film Festival August 2011 - October 2011
Bentley University Office of Residence Life August 2010 - May 2011
Bentley University August 2009 - May 2011
Bentley University Undergraduate Admissions May 2010 - August 2010
MTV Networks May 2009 - August 2009
Skills
Baking, Food Industry, Microsoft Excel, Nonprofits, Accounting, Access, Social Media, Wordpress, Project Planning, Event Planning, Microsoft Office, Entertainment, Film Festivals, Microsoft Publisher, Oracle Applications, Oracle Hyperion DRM..., IBISWorld, Market Research, Cooking, PowerPoint, Leadership, Management, Microsoft Word, Marketing
Education
Bentley University 2007 — 2011
Bachelor of Science, Corporate Finance and Accounting, Global Perspectives
University College Dublin
Finance, Accounting
Symetra February 2015 - Present
Lincoln Financial Group September 2013 - January 2015
Nationwide Financial August 2008 - September 2013
Prudential Financial 2005 - 2008
Sun Life Financial 2003 - 2005
Deutsche Asset Management 2000 - 2003
H.D. Vest Financial Services 1997 - 2000
Fidelity Investments 1993 - 1997
Skills
Mutual Funds, Variable Annuities, Asset Allocation, Financial Services, Series 6, Series 63, Series 7, Series 10, Series 24
Education
Baylor University 1988 — 1992
BBA, Management, Information Systems
White & Case LLP June 2014 - Present
Capital Novus August 2011 - May 2014
Prudential Financial April 2007 - July 2011
Axiom 2006 - 2006
Skills
French, German, Litigation Support, Project Management, Analysis, Contract Negotiation, Databases, Document Management, Software Project..., SaaS, Computer Forensics, EDRMS, Management, Document Review, SharePoint, Relativity, IPRO, Business Analysis, ESI, Software Documentation, Intellectual Property, Enterprise Content..., Trials, Access, Litigation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1999 — 2002
J.D.
Virginia Wesleyan College 1990 — 1994
B.A., Political Science, International Studies, French
L'Université Catholique de l'Ouest, Angers, France
Certificat de Langue et de Civilisation Françaises
Prudential Financial May 2015 - Present
Foodshare April 2014 - May 2015
J. Morrissey & Company October 2011 - April 2014
Indeed.com May 2010 - October 2011
CIGNA February 2008 - April 2010
Robert Half International August 1997 - January 2008
Skills
Recruiting, Executive Search, Human Resources, Talent Acquisition, Interviews, Applicant Tracking..., Sourcing, Internet Recruiting, Technical Recruiting, Leadership, Finance, Permanent Placement, Process Improvement, Training, CRM, Vendor Management, Account Management, PeopleSoft, Taleo
Education
Bentley University 1992 — 1996
BS, Marketing
Leaders in Project Management Business Development in the Hartford, Connecticut Area 2013 - July 2013
Prudential Financial May 2010 - March 2013
Prudential Financial June 2007 - May 2010
The Siemon Company June 1999 - May 2007
Kaman Industrial Technologies September 1997 - June 1999
Connecticut Specialty Insurance Group 1995 - 1997
Northeast Savings, F.A 1988 - 1995
Skills
Cross-functional Team..., Process Improvement, Competitive Analysis, Management, Project Management, Business Development, Risk Management, Team Leadership, Forecasting, Business Strategy, Strategic Partnerships, Business Analysis, Product Management, Vendor Management, Business Intelligence, Sales, Financial Analysis, Strategic Planning, Product Development, Team Building, Insurance, Change Management, Microsoft Word, Program Management, Business Process..., SDLC, Operations Management, PowerPoint, Business Process, Requirements Gathering, Presentation Development, Scope Management, Market Intelligence, SWOT analysis, Application Lifecycle..., Collaborative Problem..., Project Communications, Market Share Analysis, Secondary Research, Presentations, Quickr, Competitive Landscape, Project Charter, Status Tracking, Project Status Reporting, Financial Metrics, Elicitation, Collaboration, Team Learning, Agile Methodologies
Education
Rensselaer Polytechnic Institute at Hartford 1989 — 1991
Master of Science, Management
Bentley College 1983 — 1987
Bachelor of Science, Finance
Bentley College 1983 — 1987
Associate of Science (AS), Business Administration and Management, General
St. Paul High School 1979 — 1983
High School Diploma, College Prep
St. Anthony School
Prudential Financial July 2012 - Present
American Express January 2010 - July 2012
LeaderStat 2008 - 2009
Glotel 2008 - 2008
Hacienda Healthcare 2006 - 2008
Laundryworks 2002 - 2006
Skills
Recruiting, Networking, Information Technology, Management, Sourcing, Talent Management, Talent Acquisition, Employee Relations, Performance Management, Human Resources, Applicant Tracking..., Cold Calling
Education
Bellevue University
MA, Organizational Leadership
University of Phoenix
BS, Information Systems
MassMutual Financial Group March 2015 - Present
Prudential Financial September 2013 - March 2015
Independent Management Consultant January 2013 - September 2013
OptumInsight February 2012 - November 2012
OptumHealth 2007 - February 2012
Independent Consultant 2003 - 2006
Pfizer Pharmaceuticals 2001 - 2002
Cegedim Dendrite 1993 - 2000
The Thomson Corporation 1990 - 1993
Skills
Program Management, PMO, Business Analysis, SDLC, Cross-functional Team..., Strategy, PMP, Business Process..., Project Management, Change Management, Business Intelligence, Process Improvement, Management, Strategic Planning, Leadership, Management Consulting, Integration, Project Planning, IT Management, Business Strategy, Consulting, Six Sigma, Business Transformation, Team Management, Business Process, Team Leadership, Requirements Analysis, Process Engineering, Budgets, Risk Management, Business Requirements, Team Building, Business Planning, MS Project, Microsoft Project
Education
Bellevue University 2004 — 2006
Masters
City University of New York 1986 — 1990
Bachelors of Science
Prudential Financial February 2015 - Present
IGATE March 2013 - February 2015
Nasdaq OMX July 2012 - January 2013
Barclays Wealth July 2010 - June 2012
HomeCenter, May 2006 - June 2010
KPMG May 2001 - May 2006
Education
Pace University 2009 — 2014
Doctorate, Computer Science
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2009
Law, Law
City University of New York-John Jay College of Criminal Justice 2003 — 2005
Master, Forensic Computing
City University of New York-John Jay College of Criminal Justice 1993 — 1997
BA, Public Administration
TIAA-CREF November 1999 - Present
Prudential Financial November 1998 - November 1999
Skills
Strategy, Direct Marketing, Marketing, Financial Services, Mutual Funds, Marketing Communications, Program Management, Management, Segmentation, Integrated Marketing, Relationship Management
Education
City University of New York-Baruch College - Zicklin School of Business 1990 — 1992
MBA, Executive MBA
Pace University 1980 — 1984
B.A, Journalism
TD Ameritrade April 2013 - Present
Prudential Financial August 2011 - Present
JP Morgan Chase October 2008 - July 2011
Merrill Lynch September 2007 - April 2008
Prudential Investments December 1997 - June 2007
Prudential Financial 1997 - 2007
US Trust 1989 - 1995
Skills
Risk, Analysis, Budgeting, Planning, Coaching, Requirements Analysis, Accounting, Securities, Client Services, Investments, Banking, Financial Risk, Budgets
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
MBA, Business Management
Prudential Financial May 2003 - Present
Prudential Retirement 2003 - Present
Education
Bates College 1978 — 1982
Simsbury High School 1975 — 1978
Prudential Financial 2007 - Present
Axman and Associates, Inc. August 1999 - July 2006
Education
Bellarmine University 1965 — 1967
Pershing LLC August 2008 - Present
Dealogic May 2005 - August 2008
Prudential Financial July 2003 - April 2005
Skills
Business Process..., Equities, SDLC, Insurance, Product Management, Business Analysis, Fixed Income, Agile Methodologies, Vendor Management, Financial Services, PMO, Business Requirements
Education
Stevens Institute of Technology 1998 — 2003
BE, Engineering Management
Baruch College, City University of New York (CUNY)
MBA, Computer Information Systems
Hebrew Charter School Center February 2013 - Present
World ORT February 2008 - February 2013
United Jewish Communities (UJC) June 2001 - January 2008
Baruch College, City University of New York 1998 - 2001
Prudential Financial 1998 - 2001
Skills
Fundraising, Non-profits, Philanthropy, Board Development, Volunteer Management, Planned Giving, Public Speaking, Program Development, Donor Recognition, Grants, Event Management, Stewardship, Event Planning, Grant Writing, Hebrew, Community Outreach, Research, Community Organizing, Nonprofits, Fundraisers, Newsletters, Non-profit..., Social Networking, Annual Giving, Program Management, Community Development, Leadership, Prospect Research, Capital Campaigns, Resource Development, Major Gift Development, Donor Management
Education
Baruch College, City University of New York (CUNY) 1998 — 2004
MPA, BA, Public administration, with concentration in nonprofit management; International business, Hebrew
Unidata Services LLC April 2004 - Present
Prudential Financial 1996 - 2003
Skills
Project Management, Disaster Recovery, IT Management, Vendor Management, Risk Management, Data Center, Team Leadership, Microsoft Technologies, Process Improvement, IT Strategy, Management, Security, Business Analysis, Asset Managment, Change Management, Business Continuity, ITIL, Strategy, SDLC, Computer Hardware, Program Management
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
PEZ Candy Inc. June 2006 - Present
Prudential/ American Skandia June 1999 - May 2006
Prudential Financial 1999 - 2005
Publishers Clearing House June 1994 - June 1999
American Express Merchandise Services 1984 - 1992
Skills
3PL, Warehousing, Process Improvement, Logistics, Team Building, Supply Chain Management, Inventory Management, Procurement, Inventory Control, Shipping, Transportation, Management, Operations Management, Forecasting
Education
Baruch College, City University of New York (CUNY) 1981 — 1982
n/a
LaGuardia Community College 1978 — 1980
AAS, Finance
Morgan Stanley March 2013 - Present
Merrill Lynch April 2011 - December 2012
Prudential Financial 2010 - 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Strategic Planning, Microsoft Office, Project Management, Leadership, Analysis, Business Strategy, Public Speaking, Statistics, Management
Education
Tulane University - A.B. Freeman School of Business 2007 — 2009
Master of Business Administration (MBA)
Bengal Engineering and Science University, Shibpur
Bachelor of Science (BS), Electrical and Electronics Engineering
Boston Research Technology July 2012 - Present
TD Ameritrade September 2008 - May 2012
Market Probe March 2006 - September 2008
Prudential Financial 1997 - 2005
Skills
Investments, Insurance, Qualitative Research, Market Research, Quantitative Research, Consumer Insights, Survey, Focus Groups, Advertising Research, Banking, Securities, SPSS, Marketing Strategy, Marketing Research, Questionnaires, Survey Design, Product Development, Equities, Data Analysis, Research Design, Proposal Writing, Research, Customer Experience
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Marketing Research & Statistics
Morgan Stanley March 2012 - Present
Prudential Financial July 1999 - March 2012
Deloitte & Touche June 1992 - July 1999
Skills
Tax, International Tax, CPA, Due Diligence, Financial Accounting, Tax Law, Corporate Governance, Financial Analysis, Coaching, Equities, Asset Management, Private Equity, Accounting, Corporate Law, Investments
Education
New York University School of Law 1994 — 1997
LLM, Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
JD
City University of New York-Brooklyn College 1987 — 1990
BS, Accounting
Prudential Financial March 2006 - Present
AT&T July 1989 - April 2005
Skills
Customer Acquisition, Marketing Communications, Direct Marketing, Segmentation, Strategy, Advertising, Business Development, Social Media, New Business Development, Online Marketing, Relationship Management, Competitive Analysis, Marketing, Product Marketing, Cross-functional Team..., Direct Mail, Selling, CRM, Mobile Marketing, Financial Services, Database Marketing, Strategic Planning, Analytics, Social Media Marketing, Digital Strategy, Leadership, Strategic Partnerships, Multi-channel Marketing, Product Development, Brand Management, Lead Generation, B2B Marketing, Product Management, Management, Account Management, Integrated Marketing, Email Marketing, Direct Sales, Sales Management, Project Management, Online Advertising
Education
New York University 1995 — 1997
Certificate in Video, Video and Television Production
Belmont University 1983 — 1987
Bachelor of Business Administration, Music Business, Concentration in Studio Engineering
Cartus December 2012 - Present
Prudential Relocation January 2008 - July 2012
Prudential Financial January 2006 - January 2008
Prudential Financial January 2001 - January 2006
Prudential Financial June 1996 - January 2001
Skills
Financial Modeling, Revenue Forecasting, Strategic Planning, Business Analysis, Budgeting, Supplier Diversity, Sustainability, Executive Reporting, Team Leadership, Budgets
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Finance & Business Economics
Bentley University 1984 — 1988
BS, Finance
Prudential Financial June 2012 - Present
MassMutual Financial Group May 2012 - June 2012
MassMutual Financial Group December 2009 - April 2012
Fidelity Investments April 2006 - December 2009
Fidelity Investments June 2005 - April 2006
Skills
Access, Excel, MoSes, ProVal, Microsoft Excel, Actuarial Science, Data Analysis, Defined Benefit, Employee Benefits, Finance, Financial Analysis, Financial Modeling, Insurance, Retirement, Risk Management
Education
Bentley University 2001 — 2005
Bachelor of Science, Mathematical Science
Wells Fargo January 2015 - Present
JPMorgan Chase July 2011 - July 2014
MF Global March 2004 - June 2011
Prudential Financial December 1999 - March 2004
Commodity Futures Trading Commission April 1996 - December 1999
Skills
Derivatives, Commodities, Financial Regulation, Capital Markets, Financial Markets, Litigation, Compliance, Commodity, Securities Regulation, Corporate Governance, FINRA, Private Equity, Corporate Law, Prime Brokerage, Structured Finance, AML, Due Diligence, Equities, Trading, Hedge Funds, Securities, Alternative Investments, Options, Swaps, Series 7, Dodd-Frank, Fixed Income, Financial Services
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1992 — 1995
JD, Law
Hofstra University 1983 — 1985
MBA, Finance
Hofstra University 1979 — 1983
BBA, Finance
FDIC October 2009 - Present
Prudential Financial January 2004 - October 2009
Lend Lease January 1998 - December 2003
AMRESCO Capital 1998 - 2003
PW Funding 2000 - 2001
FDIC 1990 - 1996
American Appraisal Associates January 1986 - December 1990
Invesco 1984 - 1985
Skills
Underwriting, Certified General..., Texas Real Estate Broker, Loans, Real Estate, Real Estate Finance, Due Diligence, Mortgage, Real Estate Development, Asset Management, Investments, Portfolio Management, Credit, Real Estate Transactions, Valuation, Investors, Mortgage Lending, Asset Managment, Real Estate Economics, Commercial Real Estate, Commercial Banking, Loan Servicing, Mortgage Banking, Investment Properties, Mergers, Sellers, Credit Risk, Brokerage, REO, Credit Analysis, Appraisals, Financial Modeling, Commercial Lending, Financial Analysis, Risk Management, Banking, Disposition, Structured Finance, Loan Origination, Commercial Mortgages, Property Management, Foreclosures, CMBS, Insurance, Acquisitions, Finance, Leases, Real Estate Financing, Management
Education
Southern Methodist University - Cox School of Business 1981 — 1984
BBA, Real Estate and Marketing
Baylor University 1980 — 1981
Prudential Financial January 2015 - Present
Vanguard November 1997 - January 2015
Aetna 1992 - 1997
Chapel Haven, Inc. 1991 - 1992
MCM Communications 1990 - 1991
Asea Brown Boveri (ABB) 1983 - 1990
Skills
Corporate Communications, Leadership, Management, Mutual Funds, Marketing, Public Relations, Marketing Communications, Securities, Strategic Planning, Relationship Management, CRM, Financial Services, Investments, Strategy, Business Development
Education
Baruch College
Nonprofit Management Certificate
Pace University 1980 — 1985
B.P.S.
Prudential Financial March 2015 - Present
Prudential Financial March 2012 - Present
Prudential Financial March 2011 - November 2012
Prudential Financial September 2005 - March 2011
Preferred Pension Planning Corp January 2005 - September 2005
Prudential Financial June 1997 - January 2005
AXA Equitable June 1994 - June 1997
Rogers & Wells May 1993 - July 1994
Economic Growth Group July 1989 - May 1993
Skills
Pensions, Program Management, Project Management, PMP, Business Analysis, Strategic Planning, Employee Benefits, Retirement Planning, Financial Services, Management, Strategy, Vendor Management, Business Process, Training, Investments, Strategic Financial..., Human Resources, Insurance
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
Bachelor of Business Administration, Statistics and Computer Information Systems with minor in Finance
BRJ Advisors LLC March 2012 - Present
BRJ Ministries Inc. February 2012 - Present
Nazareth Christian Fellowship November 2000 - Present
Financial Industry Regulatory Authority April 2007 - February 2011
Citi October 2005 - March 2007
New York Stock Exchange September 1988 - September 2005
Dean Witter Reynolds April 1986 - August 1988
Prudential Financial May 1981 - April 1986
United States Air Force April 1975 - March 1981
Skills
Bilingual, Public Speaking, Operational Risk..., AML, OFAC, Risk Management, Bank Secrecy Act, Securities, Hedge Funds, FINRA, Published Author, Equities, Capital Markets, Series 7, Mutual Funds, Fixed Income, Securities Regulation, Options, Asset Management, Investments, Wealth Management, Investment Advisory, Series 63
Education
Baruch College 1981 — 1986
Alliance Theological Seminary
Prudential Financial August 2004 - Present
Hartford Life July 2010 - January 2013
Hartford Life January 2010 - July 2010
Hartford Life April 2008 - January 2010
Prudential Financial August 2004 - April 2008
First Investors Corporation February 2004 - August 2004
Skills
Lotus Notes, Microsoft Excel, Salesforce.com, Process Improvement, Cross-functional Team..., Sales, Insurance, Disability Insurance, Fixed Annuities, Health Insurance, Mutual Funds, Management, Series 63, Sales Operations, Leadership, Life Insurance, Sales Management, Relationship Management, Series 7, Customer Service, Account Management, Risk Management, Universal Life, Finance, Call Centers, Customer Retention, CRM, Wealth Management, Selling, Business Process, Series 6, Financial Services, Business Analysis, Retirement Planning, New Business Development, Term Life Insurance, Brokers, Direct Sales, Sales Process, Estate Planning, Whole Life, Business Process..., Financial Planning, Sales Presentations, General Insurance, Customer Experience, Life, Business Planning, Customer Satisfaction
Education
University of Saint Thomas - School of Business 2006 — 2011
MBA, Marketing and Finance
Bemidji State University 1999 — 2004
Bacholor of Science, Business Administration - Marketing
Elk River Senior High 1997 — 1999
Prudential Financial July 2012 - Present
Prudential Financial May 2011 - August 2011
Skills
Microsoft Excel, VBA, Programming, Access, Statistical Modeling, Mandarin, TAS, GGY Axis, Matlab
Education
University of Michigan 2008 — 2012
Bachelor of Science, Economics and Actuarial Math
University of Michigan 2008 — 2012
Bachelor of Science (B.S.), Economics and Math
Beijing Foreign Studies University 2011 — 2011
Mandarin
U.S. State Department Summer Language Institute for American Youth
Forga Properties January 2009 - Present
Counselor Realty, Inc. May 2007 - January 2009
Keller Williams Premier Realty April 2004 - May 2007
Prudential Financial December 1999 - May 2004
Skills
Investment Properties, Property Management, Real Estate Transactions, Residential Homes, Property, First Time Home Buyers, New Home Sales, Real Estate, Sellers, Short Sales, Sales, Selling
Education
Minnesota School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bemidji State University 1998 — 1999
Fisher Investments February 2001 - Present
Mellon Financial August 2000 - February 2001
Merrill Lynch November 1998 - August 2000
Prudential Securities July 1996 - November 1998
Prudential Financial 1994 - 1996
Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Wealth Management, Financial Planning, Fixed Income, Equities, Securities, Retirement Planning, Investment Advisory, 401k, Mutual Funds, Bonds, Alternative Investments, Asset Managment, Investment Strategies, Investment Management, Series 65, Financial Services
Education
Bentley University 1990 — 1994
BA, Economics
South Catholic High School 1986 — 1990
Insurance Industry August 2013 - Present
Aetna March 2011 - January 2013
Prudential Financial 1991 - 1993
Skills
Health Insurance, Life Insurance, Disability Insurance, Health Savings Accounts, Healthcare Reimbursement, Customer Service, Microsoft Office, QuickBooks, Outlook, Groupwise, Underwriting
Education
Simmons College
MCM, Communications
Emmanuel College
BACH, Business Administration
Becker College
Assoc., Business Administration
AIG April 2015 - Present
AIG May 2008 - April 2015
New York Life Insurance Company October 2001 - May 2008
Prudential Financial May 1998 - October 2001
Skills
Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting, Internal Controls, US GAAP, GAAP, Auditing, SEC filings, General Ledger, Financial Accounting, Account Reconciliation, Financial Statements, Variance Analysis, Internal Audit, Insurance
Education
City University of New York-Baruch College 1991 — 1996
BBA, Accounting
Prudential Financial 2006 - Present
Prudential Financial 2002 - 2005
Morgan Stanley Dean Witter 2001 - 2001
Education
University of California, Los Angeles 2000 — 2002
BA, Economics
Foothill College 1999 — 2000
Baylor University 1998 — 1999
JP Morgan 2008 - Present
Bear Stearns / JPMorgan 1995 - 2008
Prudential Financial 1987 - 1995
Barclays 1985 - 1987
Merrill Lynch Pierce Fenner 1983 - 1985
Skills
Equities, Fixed Income, Prime Brokerage, Securities, Hedge Funds, FINRA, Middle Office, Capital Markets, Series 7, Settlement, Derivatives, Bloomberg, AML, Trading, Series 63, Electronic Trading, Investment Banking, Financial Services, Corporate Actions, Alternative Investments, Trading Systems, Portfolio Management, Options, KYC, Back Office, Equity Trading, Equity Derivatives, Credit Derivatives, Swaps, Market Data, Securities Lending, Bonds, Structured Products, Financial Markets, Investment Advisory, FX Options, Mutual Funds, ETFs, Fund Of Funds, Finance, Collateral Management, Global Custody, Equity Research, Proprietary Trading, Asset Management, Reference Data
Education
Baruch College, City University of New York (CUNY) 1978 — 1982
Bachelor’s Degree, Insurance
Prudential Financial June 2012 - Present
Sun Life Financial March 2010 - November 2011
Deloitte 2007 - 2009
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MSA, Accounting
Prudential, MetLife, The Hartford, The Guardian September 2009 - Present
Corporate Benefits, Inc. 1997 - Present
Hodges-Mace Benefits Group, Inc. Benefit Communications, Inc., Complete Benefit Alliance, Inc. 2009 - 2014
Federal Financial Group LLC February 2006 - March 2009
NAIFA-Georgia 2000 - 2001
Crigler Bittner, Inc. 1992 - 1996
Prudential Financial 1981 - 1996
Prudential Financial 1976 - 1981
United States Air Force 1966 - 1976
Skills
Insurance, Employee Benefits, Health, Disability Insurance, Long Term Care, Executive Compensation, Benefits, Annuities, Consultative Selling, Public Speaking, Financial Analysis, Sales Management, Call Center, Term Life Insurance, Brokers, Fixed Annuities, Life Insurance, Long-term Care, Executive Pay, Critical Illness, Health Insurance, Health Savings Accounts, Long Term Care Insurance, Accident, Whole Life, Medicare, Small Business, Retirement Planning, Training, Benefits Administration, Universal Life, 401k, Workers Compensation, Call Centers, Cafeteria Plans, Retirement, Recruiting, Selling, COBRA, Sales
Education
Baylor University
BA, Psychology
Raytown HS
Southwest Baptist University
AA, Liberal Arts
University of Nebraska-Lincoln
MA, Business Administration
Prudential Financial June 1999 - June 2001
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
BBA, Computer Information Systems
The American College January 2011 - Present
Pinnacle Insurance & Financial Services, LLC. 2009 - 2014
Prudential Financial 1970 - 2009
Skills
Adjunct Professor, The..., Wealth, Retirement, Fixed Annuities, Insurance, Financial Advisory, Estate Planning, Business Planning, Employee Benefits, Finance, Retirement Planning, Small Business, Life Insurance, Long-term Care, Wealth Management, Strategic Financial..., Financial Planners, Disability Insurance, IRAs, Mutual Funds, Financial Planning
Education
Bellarmine University 1965 — 1967
Business
Prudential Financial September 1998 - Present
JP Morgan September 1982 - August 1998
Skills
Banking, Asset Managment, Investment Management, Investor Relations, Due Diligence, Capital Markets, Financial Markets, Business Objects, Variance Analysis, Vendor Management, Hyperion Enterprise, Corporate Finance, Investments, Finance, Financial Analysis, Managerial Finance, Accounting, Internal Controls, Financial Modeling, Strategic Financial..., Financial Reporting, Mutual Funds, Essbase, Financial Accounting, Forecasting, Business Analysis, Insurance, Business Process..., Life Insurance, Financial Forecasting, Sarbanes-Oxley Act, Budgets, SEC filings, Asset Management, Financial Planning
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration, Accounting and Investment
Accenture November 2014 - Present
LegalShield, Independent Associate 2012 - Present
Ramsgate Insurance / PUM October 2013 - November 2014
Navistar Inc May 2013 - July 2013
Navistar November 2008 - August 2012
Bellwood School District 88; Proviso School District 209; St. Joseph High School August 2008 - June 2011
Firemans Fund Insurance Company July 2003 - September 2008
Prudential Financial October 1998 - July 2002
Household International 1996 - 1997
Skills
Property & Casualty..., Employee Benefits, Insurance, Workers Compensation, Underwriting, Human Resources, Small Business, Employee Relations, Training, Health Insurance, Customer Service, Umbrella Insurance, Recruiting, Access, Benefits Administration, Leadership Development, Team Building, Leadership, Employee Training, Talent Management, Onboarding, Coaching, Conflict Resolution, Entrepreneurship, New Hire Orientations, Process Improvement
Education
Benedictine University
MBA, Business
Concordia University-River Forest
BA, Organizational Management
Northwestern Mutual January 2013 - Present
Wangard Investment Management January 2012 - March 2012
BancMutual Financial/SII Investments, Inc September 2001 - January 2012
Prudential Financial January 1995 - January 1999
Prudential Insurance September 1979 - January 1995
Skills
Life Insurance, Retirement
Education
Bay de Noc Community College 1978 — 1979
Business/Managerial Economics
Highpoint Advisors, LLC January 2014 - Present
Cornerstone Advisors 2010 - December 2014
Florida Air Cargo, Inc April 2004 - July 2011
CH Consulting, LLC January 2001 - April 2004
Integrated Concepts, Inc May 1996 - March 2001
Compas Benefits March 1992 - February 1996
Prudential Financial September 1987 - March 1992
Merrill, Lynch, Lehman Bros., and Dain-Rauscher Securities January 1979 - September 1987
Browing Homes, Inc. June 1976 - December 1978
E-Systems, Inc. June 1974 - May 1976
Skills
Mergers & Acquisitions, Strategic Planning, Business Development, Analysis, Program Management, Management Consulting, Start-ups, Business Planning, Due Diligence, Strategy, Business Process..., Acquisitions, Business Strategy, Entrepreneurship, Process Improvement, Strategic Financial..., Executive Management, Financial Modeling, Risk Management
Education
Baylor University
BBA, Accounting & Finance
Baylor University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
OneAmerica Financial Partners Inc. January 2015 - Present
Putnam Investments May 2012 - November 2014
BNY Mellon Asset Management June 2011 - May 2012
401(k) Advisors January 2011 - June 2011
Prudential Financial April 2003 - October 2010
Skills
Investments, Retirement, Series 7, Pensions, Mutual Funds, 401k
Education
Bates College 1978 — 1982
BA, Economics and Math
Prudential Financial March 1998 - Present
The Bank of New York December 1992 - March 1998
Barclays Bank of New York September 1991 - December 1992
Smith Barney January 1983 - October 1990
Skills
Corporate Real Estate, Real Estate, Lease Administration, Asset Managment, Portfolio Management, Financial Analysis, Acquisitions, Commercial Leasing, Location Intelligence, Property Management, Disposition, Real Estate Transactions, Asset Management, Real Estate Economics, Leases, Real Estate Development, Brokerage, Commercial Real Estate, Due Diligence, Investment Properties, Tenant, Investments, Lease Negotiations, Real Estate Financing, Mergers & Acquisitions, Facilities Management, Property, Real Estate Private..., Landlords, Contract Negotiation, Shopping Centers, Valuation, Appraisals, Financial Modeling, Negotiation
Education
Long Island University, Brooklyn Campus 1981 — 1984
Master of Business Administration (M.B.A.), Finance
Baruch College 1974 — 1978
Bachelor of Business Administration (B.B.A.), Management
Haugen Insurance Services May 1987 - Present
Prudential Financial 1985 - 1988
Skills
Individual, Small...
Education
Bemidji State University
EY April 2014 - Present
Ernst & Young August 2012 - March 2014
Capgemini Consulting August 2006 - August 2012
Computer Horizons December 2004 - August 2006
Computer Horizons April 2001 - November 2004
Prudential Financial May 2000 - April 2001
Skills
Financial Analysis, Project Management, Project Control, Microsoft Office, Lotus Notes, Revenue Recognition, Revenue Forecasting, Inventory Management, Oracle, SAP, Project Planning, Contract Negotiation, P&L Analysis
Education
Benedictine University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance