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
UBS Financial Services Inc. October 2010 - Present
Prudential Financial September 1983 - September 2003
Education
St. John's University, Queens, NY 1974 — 1977
Master's of Science Degree, Secondary Education - Counseling
SUNY New Paltz 1970 — 1972
Bachelor of Science (B.S.), Education
DeWitt Clinton H.S. 1965 — 1968
Acedemic
Prudential Financial June 2015 - Present
Fifth Third Bank June 2013 - June 2015
PHH Mortgage/ PHH Corporation September 2012 - May 2013
PHH Mortgage / PHH Corporation (Formerly Cendant Mortgage) June 2005 - July 2012
Cendant Mortgage (Formerly PHH Mortgage) January 2004 - June 2005
PHH Mortgage/ Cendant Mortgage 1998 - 2004
Therapists Unlimited (Currently Careerstaff Unlimited) 1996 - 1997
Skills
Talent Acquisition, Onboarding, Employee Relations, Recruiting, Employee Engagement, Human Resources, Talent Management, Succession Planning, Performance Management, Leadership, Employee Benefits, Personnel Management, Workforce Planning, Interviews, Organizational..., Sourcing, Management, College Recruiting, HR Policies, Leadership Development, Change Management, Applicant Tracking..., New Hire Orientations, Process Improvement, Benefits Administration, Training, Call Centers, Coaching, Organizational..., Business Process..., Collaborative Problem..., Regulatory Compliance, Conflict Resolution, Employment Law, Executive Coaching, Employer Branding, Strategy, Mergers & Acquisitions, HR Consulting, Career Counseling, Internet Recruiting, Management Development, Vendor Management, Resume Writing, Technical Recruiting, Hiring, Job Descriptions, Screening Resumes, Legal Compliance, Retail Banking
Education
State University of New York College at Plattsburgh 1987 — 1991
BACHELOR OF SCIENCE, BUSINESS MANAGEMENT - Human Resources & Marketing Concentrations
Clarkson University and Weidner University
Masters-level Studies - Human Resources Development
Citi April 2014 - Present
M&T Bank March 2013 - April 2014
Buffalo Capital Strategies June 2012 - October 2012
Prudential Financial July 2007 - June 2012
University at Buffalo August 2009 - May 2011
Rite Aid July 2005 - August 2009
Skills
Microsoft Office, Customer Service, Access, PowerPoint, Marketing, Excel, Investments, Negotiation, Sales, Troubleshooting, Word, Customer Relations, Microsoft Powerpoint, Social Media, Social Networking, Microsoft Outlook, BMC Remedy, Windows, OS X, Thunderbird, Microsoft Excel
Education
University at Buffalo 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, Concentration in Finance
SUNY Fredonia 2007 — 2008
The Murray Group February 2006 - Present
Prudential Financial July 2004 - February 2006
The Ayco Company, L.P. June 2003 - July 2004
Skills
Financial Analysis, Commercial Insurance, Property & Casualty..., Life Insurance, Disability Insurance
Education
University at Albany 2001 — 2003
Bachelor of Business Administration (BBA), Finance, General
SUNY Cortland 1999 — 2001
BlackRock July 2013 - Present
Bank of America Merrill Lynch Asia August 2011 - June 2013
Morgan Stanley Prime Brokerage Asia Hong Kong March 2010 - July 2011
Morgan Stanley Prime Brokerage January 2009 - February 2010
Morgan Stanley August 2004 - December 2008
Morgan Stanley March 1997 - July 2004
Tradewell Discount Brokerage 1996 - 1997
National Discount Brokers/Sherwood Securities 1994 - 1996
Prudential Financial 1993 - 1994
Skills
Fixed Income, Equities, Hedge Funds, Derivatives, Prime Brokerage, Onboarding, Debt & Equity Financing, Asia Pacific, OTC, Futures, Options, Equity Swaps, Swaps, Risk Management, Margin
Education
State University of New York College at Oswego 1988 — 1992
BA, LIberal Arts
The Prudential Insurance Company of America October 2011 - Present
Prudential Financial July 2009 - September 2011
Prudential Financial November 2007 - June 2009
Prudential Financial July 2006 - October 2007
Prudential Financial September 2005 - August 2006
Skills
Microsoft Excel, Research, Microsoft Office, Management, Microsoft Word, Leadership, Change Management, Investments, Strategic Planning, Project Management, Insurance, Program Management, Vendor Management, Process Improvement, Financial Services, Mutual Funds, Risk Management, Securities
Education
State University of New York College at Potsdam
Music Education
Stony Brook University
Music Education
Prudential Financial September 2011 - Present
Prudential Financial January 2009 - September 2011
Prudential Financial January 2005 - November 2009
Prudential Financial 1989 - 2008
Prudential Financial April 2004 - January 2005
CIGNA Retirement and Investment Services November 1989 - April 2004
CIGNA 1989 - 2004
Skills
Pega PRPC, Integration, Recruiting, SDLC, Business Requirements, Requirements Gathering, Requirements Analysis, Enterprise Architecture, Consulting, SOA, Business Process Design, Business Process..., Agile Methodologies, DB2, Oracle, Business Process
Education
State University of New York College at Plattsburgh 1985 — 1989
Economics
Prudential Financial June 2014 - Present
Skills
Microsoft Excel, Time Management, Social Networking, Social Media, Teamwork, Facebook, Microsoft Word, Leadership, Finance, Event Planning, Research, PowerPoint
Education
SUNY Oswego 2011 — 2015
Bachelor of Science (BS), Finance, General
JPMorgan Chase May 2014 - Present
Barclays Investment Bank August 2013 - May 2014
Barclays Wealth and Investment Management May 2013 - July 2013
Prudential Financial January 2012 - December 2012
New York State Banking Department May 2007 - August 2008
Skills
Advanced skills in..., Data Entry, Time Management, Ability to Obtain and...
Education
SUNY Brockport 2006 — 2011
Bachelor of Science (BS), Business Administration
Prudential Financial December 2007 - Present
Education
State University of New York College at Oswego 1980 — 1985
ba, computer science
WealthCFO Payroll HR Benefits January 2013 - Present
Cambridge Investment Research, Inc. September 2010 - June 2015
Summit Brokerage Services, Inc. June 2004 - September 2010
Wells Fargo Securities 2000 - September 2004
Prudential Financial December 1997 - January 2000
MassMutual February 1995 - December 1997
New York Life August 1988 - February 1995
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Financial Advisory, Financial Services, Investment Advisory, Public Speaking, Payroll, HR Consulting, Strategic Planning, 401k, Small Business, Employee Benefits, Life Insurance, Finance, FINRA, Investment Strategies, Retirement, Mutual Funds, Disability Insurance, Risk Management, Business Planning, Negotiation, Strategic Financial..., Long-term Care, Contract Negotiation, Securities, IRAs, Term Life Insurance, Wealth Accumulation, Series 65, 401k Rollovers, Roth IRA, Financial Planning, Equities, Alternative Investments, Portfolio Management, Long Term Care, Annuities, Succession Planning, Long Term Care Insurance, Bonds, Investment Management, Pensions, Whole Life, Universal Life, College Savings Plans, Estate Tax Planning, Multi-state Payroll...
Education
State University of NY at Fredonia 1982 — 1985
Bachelor of Science (BS), Business/Managerial Economics
State University of New York College at Fredonia 1982 — 1985
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Prudential Financial November 2014 - Present
SAFE, LLC February 2012 - November 2014
National Income Life Insurance - American Income Life Insurance May 2011 - January 2012
The Palladium Times September 2010 - May 2011
Dot Publishing, Inc July 2010 - September 2010
Skills
Advertising, Employee Benefits, Marketing, Sales, Health Insurance, Outlook, Account Management, Training, Cold Calling, Team Building, Social Networking, Strategic Planning, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Insurance, Disability Insurance, Social Media Marketing, Social Media, Public Relations, Facebook, Life Insurance, Marketing Strategy, Human Resources, Marketing Communications, Direct Sales, Event Management, Research, Underwriting, Leadership Development, Email Marketing, Team Leadership, Customer Service, Leadership, Recruiting, Time Management
Education
SUNY Oswego 2006 — 2010
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Webster Thomas High School 2002 — 2006
Regents Diploma, Honors/Regents High School/Secondary Diploma Program
Chadler Solutions December 2013 - Present
MetLife July 2011 - 2013
Prudential Insurance April 2010 - February 2011
Prudential Insurance December 2004 - April 2010
Prudential Financial March 2000 - December 2005
Skills
Insurance, Brokers, Word, Excel, Customer Relations, Annuity, Compliance, Employee Benefits, Finance, Microsoft Excel, Strategic Financial..., Financial Services, Portfolio Management, Product Development, Process Improvement, Processes Development, Customer Service, Life Insurance, Group Benefit Plans, Voluntary Employee..., People Development, Account Management, Risk Management, Product Management, Marketing, FINRA, Fixed Annuities, Microsoft Word
Education
State University of New York College at Plattsburgh
BA, Psychology
The American College
Certification, Chartered Life Underwriter (CLU)
Prudential Financial March 2012 - Present
Frisco ISD August 2010 - December 2011
Education
Texas A&M University-Commerce 2010 — 2012
Master's degree, Curriculum and Instruction
Stephen F. Austin State University 2006 — 2010
Bachelor of Science (BS), Elementary Education and Teaching
Chubb Insurance February 2014 - Present
Independent Consultant November 2012 - January 2014
MetLife April 2000 - October 2012
Prudential Financial September 1998 - March 2000
AT&T March 1992 - September 1998
Jyacc 1989 - 1991
Unisys 1988 - 1989
Skills
Strategic Technology..., Life Insurance, Program Management, Project Planning, Project Management, IT Transformation, Underwriting, Financial Services, Information Technology, Web Applications, Vendor Management, IT Strategy, Insurance, Global Delivery, eBusiness Suite, Offshore Outsourcing, IT systems development, Group Insurance, Cost Reduction..., Telecommunications, Vendor Relationships, Enterprise Portals, Leadership, Enterprise Software, Management, Change Management, Business Analysis, SDLC, Business Intelligence, Business Process, Process Improvement
Education
Stevens Institute of Technology 1993 — 1995
Master's degree, Information Technology
University of Mumbai 1983 — 1987
Bachelor of Engineering (B.E.), Computer Engineering
The Standard February 2014 - Present
Sylvan Learning Center August 2002 - Present
The Standard July 2012 - February 2014
Prudential Financial July 2010 - June 2012
Prudential Financial May 2007 - July 2010
Prudential Financial January 2005 - May 2007
KP Claims Corporation August 2004 - January 2005
CIGNA Group Insurance July 2000 - December 2003
UNUM Provident October 1999 - July 2000
Greenburgh 11 UFSD at Children's Village November 1998 - July 1999
Skills
Time Management, Organizational..., Management, Analysis, Teaching, Health Insurance, Able To Multi-task, Attention To Detail, Dedication, Customer Service, Insurance, Claims Management, Mentoring
Education
SUNY Geneseo 1992 — 1996
Bachelor of Science, Special Education and Elementary Education
TIAA-CREF October 2012 - Present
The Hartford January 2012 - October 2012
State Farm Insurance 2005 - 2012
Prudential Financial 2003 - 2005
UBS Wealth Management March 1999 - October 2003
Skills
Retirement Planning, Life Insurance, Retirement, Series 6, Long-term Care, Fixed Annuities, Disability Insurance, Health Insurance, Long Term Care Insurance, Estate Planning, 401k Rollovers, IRAs, Wealth Management
Education
University at Albany 2001 — 2005
Masters Business Administration
SUNY Plattsburgh 1996 — 1998
Bachelor of Science, Hotel and Restaurant Administration
Fidelity Investments May 2015 - Present
The place that probably has your 401k September 2013 - August 2015
UBS September 2010 - May 2013
UBS December 2006 - March 2010
UBS Financial Services January 2007 - January 2008
UBS Financial Services December 2006 - January 2007
Credit Suisse Asset Management January 2005 - October 2006
Citigroup Asset Management October 2004 - November 2005
Prudential Financial January 1996 - January 2004
Prudential Investments January 2001 - January 2002
Education
State University of New York College at Oneonta
BA, Interdisciplinary Studies
Fidelity & Guaranty Life May 2014 - Present
Prudential Financial February 2011 - May 2014
The Hartford February 2011 - January 2013
ING January 2010 - December 2010
ADP March 2009 - January 2010
ING December 2006 - October 2008
ING September 2003 - December 2006
ING June 2000 - September 2003
ING October 1998 - June 2000
Seligman Data Corp December 1997 - October 1998
Skills
Key Account Management, Business Development, Relationship Management, Strategy, Marketing Strategy, Sales Process, Product Launches, Sales Operations, Life Insurance, Wealth Management, Financial Services, Retirement, Sales, Sales Presentations, CRM, Leadership, Sales Management, Fixed Annuities, Series 63, Mutual Funds, Insurance, Training, Finance, Series 6, Consultative Approach, New Business Development, Strategic Planning, Negotiation, Project Management, Coaching, Management, Banking, Annuities, C-Level Relationships, Building Relationships, Sales Rep Training, FINRA, Product Launch, Recruiting, Series 26, Investments
Education
State University of New York College at Oneonta 1988 — 1992
BS
State University of New York College at Oneonta 1988 — 1992
Bachelor of Science (B.S.)
The American College January 2008 - Present
Prudential Financial July 1979 - September 2007
Prudential Insurance 1979 - 2007
Skills
Fixed Annuities, Leadership, Strategic Planning, Team Building, Marketing, Life Insurance, Retirement Planning, Term Life Insurance, Coaching, Time Management, Leadership Development, Public Speaking, Insurance, Selling, Retirement, Management
Education
State University of New York at New Paltz 1974 — 1977
BA, History
Valley stream north high school 1970 — 1973
Office of the Comptroller of the Currency May 2015 - Present
Community Bank, N.A. June 2012 - February 2015
Prudential Financial June 2014 - September 2014
SUNY Oswego Oswegonian 2014 - 2014
Disability Support Services 2012 - 2014
Skills
Commercial Banking, Financial Analysis, Corporate Finance, Microsoft Excel, Pivot Tables, Accounting, Office Management, Time Management, Event Planning, Leadership, Team Leadership, Conflict Resolution, Credit, Microsoft Office, Public Speaking, Microsoft Word, Customer Service, PowerPoint, Teamwork
Education
State University of New York College at Oswego 2011 — 2015
Carthage High School 2007 — 2011
Right Management 2007 - Present
Adecco Employment Services 2007 - 2009
Prudential Financial 1980 - 2007
Skills
Talent Management, Career Counseling, Resume Writing, Career Management, Human Resources, Performance Management, Personnel Management, Employee Relations, Training, Recruiting, Coaching, Career Development, Job Coaching, Strategy, Outplacement, Career Assessment, Interviews, Job Search Strategies, Offers, Interviewing, Career Marketing, Interview Coaching, Job Offer Negotitation
Education
Syracuse University - Martin J. Whitman School of Management
MBA, Organizational Development
State University of New York College at Potsdam
BA, Mathematics
EthInv Partners January 2012 - Present
The Hartford January 2010 - March 2012
USAA September 2003 - January 2010
GE Financial Assurance March 1998 - August 2003
Continental Insurance Company 1988 - 2003
Prudential Financial September 1995 - March 1998
Skills
Insurance, Underwriting, Property & Casualty..., Casualty, Claims Management, Process Improvement, Business Process..., Customer Service, Strategic Planning, Risk Management, Claim, Liability, General Insurance, Call Centers, Negotiation, Strategy, Customer Satisfaction, Management, Team Building, Operations Management, Executive Management, Subrogation, Litigation Management, Leadership, Legal Liability, Business Analysis, Workers Compensation, Professional Liability, Change Management, Commercial Lines, Health Insurance, Commercial Insurance, Financial Services, Vendor Management, Financial Risk, Customer Retention, Performance Management, Reinsurance, Employee Benefits, Analysis
Education
State University of New York College at Plattsburgh 1972 — 1974
BS, Economics
NNE Pharmaplan March 2015 - July 2015
Oxford Global Resources June 2014 - October 2014
Thermo Fisher Scientific October 2013 - December 2013
Consulting through Validant January 2013 - June 2013
Quintiles May 2012 - August 2012
Pfizer Pharmaceuticals April 2011 - April 2012
L. Perrigo September 2010 - May 2011
Prudential Financial March 2009 - July 2010
MPI Research November 2007 - December 2008
MPI Research August 2006 - November 2007
Skills
Quality Assurance, Validation, Change Control, Sop, Quality System, Software Documentation, LIMS, Regulatory Affairs, Computer System..., 21 CFR Part 11, FDA, GMP, Pharmaceutical Industry, Quality Control, CRO, Toxicology, Laboratory, V&V, Lifesciences, CAPA, Technology Transfer, HPLC, SOP
Education
State University of New York College at Brockport 1972 — 1976
Bachelor of Science
Allstate November 2009 - Present
Ruscio Agency November 2009 - Present
Timothy M. Ruscio, CLU February 2009 - Present
Citizens Investment Services July 2000 - January 2009
Citizens 2004 - 2009
Prudential Financial January 1990 - July 2000
Glens Falls Kiwanis 1990 - 1991
Guardian Life Insurance January 1982 - January 1989
Education
Provided through General Agents and Managers Association
AMTC, Agency Management Training
State University of New York College at Plattsburgh 1973 — 1977
BS Admistrative Science, Business Mgt., Economics, Biology
The American College
CLU, Estate Planning, Financial Planning, Retirement Planning
Lagomarager Allstate Insurance Company February 2014 - Present
suffolk county police department April 2008 - February 2013
Allstate May 2008 - June 2010
Prudential Financial April 2005 - June 2006
Skills
Insurance, Homeowners, Casualty Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Health Insurance, Disability Insurance, Fixed Annuities, General Insurance, Underwriting, Microsoft Excel, Commercial Insurance, Long-term Care, Employee Benefits, Claim, Small Business, Umbrella Insurance, Whole Life, Liability
Education
State University of New York College at Oneonta 1980 — 1984
BS, Business and Economics
Prudential Financial June 2012 - Present
Friendly's August 2009 - August 2012
Auxiliary Services September 2005 - August 2012
McDonald's Corporation June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Customer Service, Food, Microsoft Word, PowerPoint, Negotiation, Sales Management, Inventory Management
Education
State University of New York at Oswego 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
State University of New York College at Oswego 2003 — 2009
Bachelor of Arts, Music
American Realty Capital Group/American National Stock Transfer December 2013 - Present
Bank of America/Merrill Lynch April 2012 - August 2012
Prudential Financial June 2010 - February 2011
Bank of America/Merrill Lynch February 2010 - May 2010
Fidelity Investments/National Financial Services Group January 2009 - April 2009
Citi January 2008 - March 2008
Interactive Data November 2007 - February 2008
Pershing April 2007 - June 2007
Citi November 2005 - July 2006
Mellon Financial September 2003 - January 2004
Skills
Wealth Management, Client Services, Databases, Equities, Investments, Financial Services, Fixed Income, Mutual Funds, Banking, Finance, Securities, Bonds, Hedge Funds, Retirement Planning, Bloomberg, Capital Markets, Asset Management
Education
State University of New York at Stony Brook 1984 — 1987
Bachelor of Arts, History/Business Administration
State University of New York College at Oswego 1983 — 1984
Edison Township High School 1981 — 1983
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
P.S. 206
Paragon Revenue Group March 2007 - Present
Prudential Financial September 1996 - October 2002
Skills
Strategic Planning, Healthcare, Microsoft Excel, Microsoft Office, Customer Service, Insurance, Revenue Cycle, HIPAA, Process Improvement, Project Management, Management
Education
Stephen F. Austin State University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Insource Technology September 2006 - Present
The Menninger Clinic September 2006 - Present
CA Technologies November 2005 - September 2006
Prudential Financial October 2004 - November 2005
PROFORMANCE, Inc January 2004 - October 2004
Hewlett-Packard October 1999 - March 2003
Compaq Computer Corporation June 1998 - August 1998
Skills
.NET, C#, VB.NET, ASP.NET, Microsoft SQL Server, SQL, Database Design, Software Development, SharePoint, InfoPath, Application Architecture, Web Services, XSLT, XML, Windows Server, SDLC, JavaScript, Graphic Design, Photoshop, Mac OS X, T-SQL, Enterprise Architecture, IIS
Education
Stephen F. Austin State University 1994 — 1999
Bachelor of Science (BS), Computer Science
AmTrust North America February 2015 - Present
The Cincinnati Insurance Companies February 2014 - February 2015
The Cincinnati Insurance Companies September 2013 - February 2014
Bass Pro Shops July 2010 - July 2013
Prudential Financial May 2012 - July 2012
State University of New York at Oswego February 2010 - May 2010
Skills
Excel, Word, PowerPoint, Outlook, Access, Risk Analysis
Education
State University of New York at Oswego 2009 — 2013
BS/BA, Risk Management and Insurance, Economics, Cum Laude
Auburn High School 2005 — 2009
Advanced Regents Diploma, Business, General Studies, College Prep
Moody National Companies July 2015 - Present
Vertical Capital Markets Group, LLC May 2013 - Present
Invest Financial May 2011 - May 2013
TPP, Inc. 2009 - June 2011
Prudential Financial 2008 - 2009
Prudential Financial 2007 - 2008
Prudential Financial 2006 - 2007
Sun Life Financial 2005 - 2006
Skills
Investments, Business Development, Strategy, Team Building, Relationship Management, Public Speaking, Negotiation, Leadership, Securities, Training, Marketing, Management, Finance, Series 63, Sales, Retirement Planning, Strategic Planning, Recruiting
Education
University of Florida - Warrington College Of Business 2009 — 2011
MBA
Stetson University 2001 — 2005
Business, Marketing, Spanish
Bishop Verot High School
JPMorgan Chase April 2013 - Present
Bank of America Merrill Lynch August 2007 - April 2013
Citibank August 2004 - July 2007
Communicator Inc (MarkIT) June 2001 - August 2004
Prudential Financial 2001 - 2001
FAME Information Services 1998 - 2001
Prentice Hall 1998 - 1999
Skills
Fixed Income, Equities, Hedge Funds, Trading Systems, Prime Brokerage, Credit Derivatives, Trading, Portfolio Management, Market Data, Electronic Trading, Back Office, Software Development, Swaps, Middle Office, Calypso, Informatica, Cognos
Education
Stevens Institute of Technology 2006 — 2009
MS, Information Technology for Financial Industry
Technion - Israel Institute of Technology 1991 — 1994
BS, Engineering
Prudential Financial October 2010 - Present
Skills
Project Management, Software, Business Intelligence, PMP, Business Process, Program Management, Enterprise Software, International Project..., Business Process..., Workflow Diagrams, Business Workflows, Project Portfolio..., IT Strategy, Vendor Management, Strategic Planning, IT Service Management, SDLC, Software Project..., Business Analysis, PMO, Process Improvement, SharePoint, Data Center, Disaster Recovery, Resource Management, IT Outsourcing, Outsourcing, CRM, SaaS, Requirements Analysis, Cross-functional Team..., ITIL, Data Warehousing, Professional Services, Infrastructure, Cloud Computing, Enterprise Architecture, Integration, IT Management, Business Continuity, Information Technology, ERP, Visio, MS Project, Governance, Consulting, Requirements Gathering, Solution Architecture, Managed Services
Education
University at Albany, SUNY 1981 — 1983
Computer Science
S.U.N.Y. New Paltz 1983 — 1985
Computer Science
Chiron Business Solutions 2010 — 2011
PMI Certification, Project Management Professional
Orange County Community College 1975 — 1977
AAS, Electronics
Bessemer Trust April 2015 - Present
Aeropostale May 2010 - April 2015
Prudential Financial February 2007 - October 2009
The Children's Place February 2005 - February 2007
Prudential Financial July 1999 - November 2004
United Parcel Service September 1998 - May 1999
Skills
web services, java, JavaScript Frameworks, XML, Eclipse, CSS, jQuery, Ant, Mainframe, VSAM, COBOL, SDLC, Web Applications, HTML, DB2, JavaScript, SQL, .NET, Software Development, Microsoft SQL Server, Visual Basic, Java, Web Services
Education
Stevens Institute of Technology 1990 — 1994
Bachelor of Science, BioChemistry
Prudential Financial May 2015 - Present
Stevens Institute of Technology September 2013 - Present
Corporate Jet Support June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Matlab, Time-Series Forecasting, Analytic Solver Platform, Business Statistics, PowerPoint, Microsoft Word, Data Analysis, Research, Public Speaking, Analysis, Statistics, Windows, Teamwork, Financial Market..., Bloomberg Terminal, Financial Accounting, Equity Research
Education
Stevens Institute of Technology 2013 — 2017
Bachelor of Business and Technology, Finance
Seton Hall Preparatory School 2009 — 2013
Prudential Financial June 2015 - Present
University at Buffalo, Office of International Admissions February 2014 - May 2015
American Education Foundation September 2014 - December 2014
Government Office of Financial & Security Agency December 2012 - January 2013
Campus Dining & Shops, University at Buffalo August 2012 - December 2012
Citi July 2012 - July 2012
Monroe-Woodbury Central School District August 2009 - June 2010
Education
State University of New York at Buffalo - School of Management 2011 — 2015
Bachelor’s Degree
University at Buffalo 2011 — 2015
BS, Finance, General
Association of Certified Financial Crime Specialists March 2014 - Present
Cohen and Solomon International Finance LLC; Private Owners of Prudential Financial April 2014 - April 2015
Prudential Financial January 2014 - April 2015
Redefining Refuge, Inc April 2014 - August 2014
Skills
Legal Research, Research, Legal Writing, Customer Service, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Policy, Microsoft Excel, Teamwork, Westlaw, Lexis, English, Spanish, Mediation, Memorandum Drafting, Non-profit..., Non-profit Volunteer, Non-profit Leadership, Legal Compliance, Trade Compliance, Strategic Financial..., financial compliance, Financial Regulation, Leadership, Asset Management, Due Diligence, Financial Analysis, Risk Management, Investments, Financial Services, Business Analysis, Team Building, Marketing, Strategy, Mergers, Strategic Planning, Finance, Insurance, Financial Planning, Mergers & Acquisitions
Education
Stetson University College of Law 2011 — 2014
Doctor of Law (JD), Law
University of South Florida 2006 — 2010
B.A./B.S Business Economics, Business Economics
Waterfront Properties & Club Communities 2013 - Present
The Keyes Company 2012 - 2013
Bank of America / Merrill Lynch 2011 - 2012
NBC / CNBC 2001 - 2002
Prudential Financial 1996 - 2001
Skills
Negotiation, Business Networking, Contract Negotiation, Singer Island, Palm Beach Real Estate, Market Research, US Customers, Canadian Customers, Communication, Integrity/Professional, Condos, First Time Home Buyers, Investment Properties, Luxury, Marketing, Marketing Strategy, Property, Public Speaking, Real Estate, Residential Homes, Sales, Sellers, Buyers
Education
SUNY Oswego 1992 — 1996
Bachelor of Arts (BA), Communication and Media Studies
Suffern High School 1989 — 1992
Prudential Financial September 1993 - Present
Skills
Management, Sales Management, SDLC, IT Strategy, Vendor Management, Business Analysis, Project Portfolio..., Program Management, PMO, Business Process..., Governance, Cross-functional Team..., Risk Management
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Stevens Institute of Technology 2001 — 2003
Masters, Information Systems
Daiichi Sankyo February 2011 - Present
I-many, Inc. June 2008 - February 2011
Edge Dynamics, Inc. February 2007 - May 2008
I-many, Inc. January 2003 - February 2007
Cap Gemini / Ernst & Young May 2000 - June 2002
Johnson McClean Technologies February 1997 - April 2000
Prudential Financial June 1993 - January 1997
Skills
Master Data Management, Data Modeling, Software Project..., SDLC, SQL, IT Strategy, Business Process..., Data Warehousing, PL/SQL, Enterprise Software, CRM, Business Intelligence, ETL, Process Improvement, Requirements Analysis, Analytics, Requirements Gathering, Integration, Oracle, Pharmaceutical Industry, Databases
Education
Stevens Institute of Technology
MS, Information Management
Stevens Institute of Technology
BS, Computer Science
David Landau & Associates, LLC July 2012 - January 2014
Accume Partners August 2007 - July 2012
AIG November 2005 - August 2007
Prudential Financial 2000 - 2002
Skills
Sarbanes-Oxley, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Financial Reporting, Accounting, GAAP, Enterprise Risk..., Account Reconciliation, Financial Accounting, General Ledger, Financial Analysis, Tax, Risk Assessment, Financial Risk, Financial Audits, IT Audit, Risk Management, US GAAP
Education
State University of New York College at Oswego 1996 — 2000
Bachelors of Science, Accounting
Prudential Financial March 2013 - Present
WB Mason September 2012 - November 2012
Oswego Telefund September 2010 - May 2012
Oswego Telefund Development Office May 2011 - August 2011
Skills
PowerPoint, Management, Social Media, Public Speaking, Microsoft Word, Social Networking, Time Management, Microsoft Office, Event Planning, Customer Service, Public Relations, Microsoft Excel, Editing, Research, Marketing, Marketing Communications
Education
State University of New York at Oswego 2010 — 2012
Bachelor of Arts, Communication Studies
Utica College 2009 — 2010
Prudential Financial October 2014 - Present
Majestic Hair Design Corp February 2009 - Present
Macy's 2011 - February 2012
Avis Budget Group April 2011 - October 2011
Skills
Retail Buying, Finance, Retail Marketing, Retail Sales, Visual Merchandising, Profit, Merchandising, Trend Analysis, Fashion, Store Management, Apparel, Styling, Window Displays, Retail, Trend Forecasting, Microsoft Excel, PowerPoint, Management, Research, Microsoft Office, Leadership, Event Planning, Public Speaking, Social Networking, Microsoft Word, Strategic Planning, Customer Service
Education
State University of New York College at Brockport 2012 — 2014
Bachelor's of Science, Psychology/Sociology
Bishop Kearney 2005 — 2009
Diploma
Wheaton Financial April 2001 - Present
Nationwide Insurance June 1999 - April 2001
Fulcrum Financial Services, LLC March 1998 - June 1999
Prudential Financial January 1986 - April 1996
Skills
Manager of the year..., Retirement Planning, Retirement, Long Term Care, IRA's, Insurance Planning, Wealth Accumulation, Wealth Transfer, Insurance, Fixed Annuities, Finance, Series 63, Wealth, Long-term Care, IRAs, Strategic Financial..., Long Term Care Insurance, Investment Advisory, 401k, Life Insurance, Financial Planners, Disability Insurance, Wealth Management, Mutual Funds, Term Life Insurance, Financial Advisory, Estate Planning, Series 7, Health Insurance, Small Business
Education
SUC Brockport
BS, Mathematics and Economics
SUNY Brockport
Bachelor of Science (BS), Mathematics and Economics, 3.5
Prudential Financial November 2014 - Present
M&T Bank February 2014 - October 2014
Delaware North Companies July 2012 - March 2014
Alternative Information Systems October 2011 - June 2012
Colin O'Malley - Self Employed June 2004 - October 2011
Clarence High School June 2008 - September 2010
Skills
Active Directory, Trend Micro Anti-Virus, MobileIron MDM, Tripwire Enterprise, LogRhythm, Microsoft Office, Groupwise, Novell Access Manager, Microsoft SQL Server, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Java, Visual Basic, Microsoft Exchange
Education
State University of New York College at Fredonia 2007 — 2011
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Prudential Financial April 2014 - Present
Education Explorers LLC March 2014 - Present
Prudential Financial January 2012 - April 2014
Morgan Stanley Smith Barney June 2011 - December 2011
Morgan Stanley Smith Barney September 2007 - June 2011
Prudential Financial February 2006 - September 2007
Prudential Financial July 2004 - February 2006
Prudential Financial March 2003 - July 2004
Prudential Financial January 2001 - March 2003
Skills
Budgeting, PowerPoint, Excel, Visio, Word, Essbase, Process Improvement, Quality Assurance, MS Project, Cross-functional Team..., Performance Metrics, Talent Development, Outlook, Clarity, Project Planning, Vendor Relations, SDLC, Forecasting, Analysis, Microsoft Excel, Budgets, Program Management, Project Management, SharePoint, Leadership, Business Process, Integration, Management, Strategy, Talent Management, Business Process Mapping
Education
Stevens Institute of Technology 2002 — 2004
Master of Science, Management Information Systems
Seton Hall University 1997 — 2001
Bachelor of Science, Major: Finance, Minor: Management Information Systems
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase & Co. October 2012 - May 2015
Prudential Financial September 2006 - January 2011
Skills
Banking, Financial Analysis, Retail Banking, Finance, Management, Risk Management, Customer Service, Credit, Consumer Lending
Education
State University of New York College at Oswego 2012 — 2017
Master of Arts (M.A.), Human Computer Interaction
Stony Brook University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors, LLC 2000 - Present
Prudential Financial 1995 - 1999
Morgan Keegan & Co Inc 1993 - 1995
Capitol Securities 1979 - 1993
Austin Securities 1977 - 1979
Onion Creek Country Club 1975 - 1977
Skills
Investment Planning, Asset, Retirement Planning;, Retirement, 401, Risk, Multigenerational..., Investments, Marketing, Retirement Planning, Management
Education
Stephen F. Austin State University 1969 — 1974
Bachelor's degree, Education
Craig Proctor Productions June 2007 - Present
Miranda Real Estate Group, Inc July 2002 - Present
Allstate Insurance January 1995 - Present
Prudential Financial January 1990 - January 1995
Skills
Real Estate, First Time Home Buyers, Investment Properties, Short Sales, Sellers, Relocation, Residential Homes, Foreclosures, Condos, Selling, New Home Sales, Listings, Agents, Buyer Representation, Single Family Homes, Rentals, REO, Negotiation, Contract Negotiation, Referrals, Insurance, Sales, Investments, Investors, Real Estate Transactions, FHA, Coaching, Management, Leadership, Marketing, Sales Management, Property Management, Luxury, Training
Education
SUNY Oneonta 1987 — 1990
Bachelor of Science, Business Economics and Finance
State University of New York College at Oneonta 1986 — 1990
BS, Business Economics & Business Management/Finance
Scott Stone, P.C. September 2015 - Present
Prudential Financial August 2015 - Present
Abby's Parkside Nursery & Florist, Inc. April 2012 - August 2015
Design Resources USA June 2014 - September 2014
Allen Field Company Inc. 2014 - 2014
Skills
Social Networking, Microsoft Word, Customer Service, PowerPoint, English, Research, Public Speaking, Teamwork, Event Planning
Education
State University of New York College at Cortland 2011 — 2015
Bachelor of Arts (B.A.), International/Global Studies; English, Language and Literature, General, 3.71 GPA
Pan-American Life Insurance Group December 2009 - Present
Parker and Company Management Consultants November 2008 - December 2009
Old Mutual 2003 - 2009
Old Mutual Financial Network February 2003 - November 2008
Jefferson Pilot Financial February 2000 - February 2003
Prudential Financial 1996 - 2000
Skills
Insurance, Retirement, Fixed Annuities, Investments, Strategy, Strategic Planning, Retirement Planning, Life Insurance, Term Life Insurance, Mergers & Acquisitions, Management, Strategic Financial..., Financial Advisory, Sales, Risk Management, Financial Services, Operations Management, Leadership, Management Consulting, Change Management, Executive Management, Business Planning, Marketing, Finance, Disability Insurance, Underwriting, Mutual Funds, Portfolio Management, Health Insurance, Long-term Care, Wealth Management, Financial Planning, CEO Succession
Education
The American College 1998 — 2002
MSM, Management and Leadership
State University of New York College at Oswego 1977 — 1981
BA, Economics
UBS April 1979 - Present
Prudential Financial January 1969 - April 1979
Education
Stetson University 1962 — 1966
Bachelor of Business Administration (B.B.A.), Accounting
BMD Leadership Institute Inc. May 2010 - Present
Empire Financial Network, Inc. January 2010 - June 2015
Davenport Management Inc. D/B/A Quiznos Sub October 2005 - March 2015
Auburn High School June 2009 - June 2014
Roster Financial, LLC April 2008 - December 2009
Bankers Conseco Life Insurance Company 2006 - 2008
Prudential Financial 1988 - 2005
Skills
Team Building, Public Speaking, Coaching, Sales Management, Mentoring, Leadership, Strategic Planning, Business Planning, Marketing Strategy, New Business Development, Management, Social Networking, Business Strategy, Customer Service, Marketing, Start-ups, Recruiting, Insurance, Customer Satisfaction, Sales Operations, Time Management, Negotiation, Small Business, Leadership Development, Entrepreneurship, Training, Teamwork, Team Leadership, Budgets, Staff Development, Operations Management, Business Development, Organizational..., Event Planning, Executive Management, P&L, Inventory Management
Education
The American College 2008 — 2009
MSM, Master of Science in Management
State University of New York Empire State College 2002 — 2004
BPS, Financial Management
Dale Carnegie 2002 — 2002
Public Speaking and Executive High Impact Presentations
State University of New York at Cobleskill 1982 — 1985
A.A., Data Processing and Business Management
Bainbridge Guilford High School 1978 — 1982
Advanced Regents Diploma
NYC Department of Education January 2015 - Present
SUNY Plattsburgh January 2015 - Present
INROADS January 2015 - Present
EY May 2015 - July 2015
Prudential Financial May 2015 - May 2015
Skills
Teamwork, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Customer Service, Accounting, Time Management, Social Networking, Outlook, Financial Statements, Public Speaking, Team Management, Access, Social Media, Research, Auditing, Income Tax, Journal Entries, Financial Reporting
Education
State University of New York College at Plattsburgh 2013 — 2017
Bachelor of Science (B.S), Sophomore, Accounting/ Finance
DeWitt Clinton High School 2009 — 2013
High School
North American Partners in Anesthesia August 2015 - Present
National Grid August 2015 - August 2015
Buffalo State College October 2014 - May 2015
Westminster Economic Development Initiative August 2014 - December 2014
Prudential Financial June 2014 - August 2014
Buffalo State College January 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Marketing, Data Entry, Social Networking, Leadership, Teamwork, Research, Event Planning
Education
State University of New York College at Buffalo 2011 — 2015
Bachelor’s Degree, Sociology
State University of New York College at Buffalo
FINRA March 2013 - Present
EagleStone Wealth Advisors, Inc. February 2007 - February 2013
Prudential Financial September 2006 - February 2007
IFC - International Finance Corporation September 2003 - September 2006
Skills
Data Analysis, Asset Managment, Financial Accounting, Asset Allocation, Alternative Investments, Financial Analysis, Bookkeeping, Employee Benefits, Business, Customer Service, Cash Flow, Cash Management, Customer Satisfaction, Customer Engagement, Insurance, Tax, Problem Solving, Risk Management, Risk Assessment, Financial Risk..., Microsoft Office, Mutual Funds, Finance, Budget, Compliance, Budgets, Program Management, Emerging Markets, Proposal Writing, Financial Reporting, Valuation, Financial Modeling
Education
The American College 2012 — 2012
CFP
Stetson University 1999 — 2003
Bachelor of Business Administration (B.B.A.), International Business, 3.762
University of Avignon 2000 — 2001
French Language Studies, Second Degree, 17/20
Prudential Financial June 2014 - Present
Prudential Financial December 2008 - June 2014
Columbia Business School August 2002 - December 2008
IBM Research April 1997 - July 2002
Skills
GPGPU, Real Time System Design, Management, Leadership, Software Development, IT Strategy, Enterprise Architecture, SDLC, IT Management, Vendor Management, Strategic Planning, Information Technology, PMO, Change Management, Integration, Business Analysis, Distributed Systems, Strategy, Emerging Technologies, Software Engineering, Infrastructure, Business Intelligence, Budgets, Cloud Computing, Networking, Program Management, Risk Management, Process Improvement, High Performance..., Trading Systems, Grid Computing, Strategic Technology..., Application Development, Automation, Organizational..., R&D, GPU, Budget Management, Disruptive Technologies, Project Management, Analysis, Business Process...
Education
Stevens Institute of Technology 2014 — 2016
Master of Business Administration (MBA)
Stevens Institute of Technology 2011 — 2012
MSIS
St. Jude's Episcopal Church August 2015 - Present
St. Gabriel's Episcopal Church January 2008 - August 2013
National Association of Professional Women (NAPW) June 2012 - July 2012
Winthrop University Hospital October 2003 - June 2011
St. Jude's Episcopal Church October 2005 - December 2007
St Thomas Episcopal Church November 2004 - October 2006
The Cathedral of the Incarnation July 2000 - October 2004
Prudential Financial May 1987 - April 2002
Christ Church August 1996 - June 2000
Skills
Religion, Preaching, Theology, Pastoral Care, Leadership, Teaching, Biblical Studies, Chaplaincy, Liturgy, Homiletics, Pastors, Church History, Spiritual Direction, Community Outreach, Discipleship, Missions, Religious Studies, Public Speaking, Youth Ministry, Pastoral Counseling, Volunteer Management, Church Events, Evangelism, Stewardship, Church Growth, Pastoral, Retreat Leader, Social Justice, Bible Study, Philosophy of Religion, Gospel, Practical Theology, Community Organizing, Religious Education
Education
George Mercer School of Theology 1995 — 1998
Theology - Diaconate, History, Theology
SUNY Empire State College 1995 — 1998
BS, Administration, Economics, Management, 3.9
Stephen M. Polizzi Insurance Agency 1995 - Present
(LTC Global / ACSIA Long Term Care) 1995 - Present
Prudential Financial 1985 - 1995
Metropolitan Life 1976 - 1985
Skills
Life Insurance, Long Term Care Insurance, Disability Insurance, Group Insurance, Annuities, Fixed Annuities, Mutual Funds, Financial Services, Asset Protection, NYS Partnership, Long Term Care Planning, Medicaid Asset Planning, Medicare Advantage
Education
State University of New York College at Cortland
Bachelor of Science (BS)
Morgan Stanley August 2004 - Present
Morgan Stanley April 2009 - May 2010
Morgan Stanley April 2007 - April 2009
Morgan Stanley August 2005 - April 2007
Morgan Stanley August 2004 - August 2005
Prudential Financial August 2003 - August 2004
Prudential Financial June 2002 - August 2003
Prudential Financial June 1999 - June 2002
Nextel Communications 1997 - 1999
Skills
Vendor Management, Portfolio Management, Risk Management, Fixed Income, Equities, Business Process, Project Management, Financial Services, Management, MS Project, Outsourcing, Team Leadership, Procurement, Asset Management, Cross-functional Team..., PMP, Analysis, Visio, Integration
Education
Wagner College 2000 — 2003
Masters, International Business
SUNY Oswego 1995 — 1997
BSS, Business Administration
SUNY Delhi 1993 — 1995
AAS, Travel and Tourism
Glenwood Management August 2014 - Present
Food Service Industry - Various Locations January 2007 - Present
Sure Payment Solutions June 2014 - July 2014
Prudential Financial May 2012 - August 2013
Retail - Peck's Market November 2002 - January 2007
Skills
Process Improvement, Customer Service, Financial Analysis, Marketing, Administration, Cooking, Management, Sales, Social Media
Education
State University of New York at Buffalo - School of Management 2005 — 2009
Bachelor's Degree, Business - Financial Analysis, 3.3 GPA
Jennison Associates August 2000 - Present
Prudential Financial July 1999 - August 2000
Prudential Financial June 1997 - July 1999
Skills
Equities, Equity Research, Financial Modeling, Portfolio Management, Hedge Funds, Asset Management, Valuation, Investments, Alternative Investments, Capital Markets, Bloomberg, Financial Analysis, Securities, Investment Banking, Mutual Funds, Corporate Finance
Education
State University of New York at Oswego 1991 — 1995
Bachelor of Science, Business Administration
Wachovia Securities 2004 - 2007
Prudential Securities 1987 - 2004
Prudential Financial 1987 - 2004
Prudential-Bache 1987 - 1989
Cowen & Co 1981 - 1987
Skills
Analysis, Securities, FINRA, Organization, Series 7, Series 63, Series 24, Wealth Management, AML, Fixed Income, Equities, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Investment Advisory, Financial Services, Asset Management
Education
State University of New York College at Cortland
Prudential Financial November 2014 - Present
Liberty Mutual Insurance June 2014 - August 2014
Char Broil House Food & Spirit May 2012 - August 2014
Hilton Parma Recreation June 2012 - August 2012
Skills
C++ Programming, Microsoft Excel, R Studio, VBA, Teamwork, Leadership, Public Speaking, PowerPoint, Data Analysis, Social Media, Analysis, C++, Customer Service, Microsoft Office, Access, Research, Microsoft Word, Time Management
Education
State University of New York College at Geneseo 2011 — 2015
Bachelor of Science (BS), Mathematics, 3.69
Prudential Financial May 2014 - Present
Joann Fabric and Crafts October 2010 - January 2014
Skills
Organization, Well Mannered, Grammar, Prompt, Organizational Structure, Facebook, Creative Writing, Business, Social Networking, Interpersonal..., Publicity, Press Releases, Time Management, Highly detail oriented, Critical Thinking, Sales, Goal Oriented, Inside Sales, Marketing, Customer Satisfaction
Education
State University of New York College at Oswego 2012 — 2016
Prudential Financial January 1986 - Present
Skills
Product Management, Portfolio Management, Product Marketing, Analytics, Pricing, Relationship Management, Business Analysis, Competitive Analysis, Product Development
Education
SUNY Potsdam 1981 — 1985
Bachelor of Arts (B.A.), Mathematics
Dial-A-Bug March 2010 - Present
EXPRESS July 2009 - May 2010
Scott Vislocky June 2007 - August 2009
Stetson University January 2009 - May 2009
Stetson University September 2006 - May 2009
Prudential Financial June 2008 - August 2008
Prudential Financial Planning June 2008 - August 2008
D & J Concession June 2005 - August 2007
Economics Tutoring Lab September 2006 - December 2006
University Dining Services September 2005 - May 2006
Education
Stetson University 2005 — 2009
BA, Marketing, Economics, Management
Prudential Financial October 2012 - Present
JPMorgan Chase & Co April 2009 - February 2012
Skills
Finance, Banking, Business Analysis, Corporate Finance, Business Strategy, MIS, Management, Managerial Finance, Marketing, Operations Management
Education
William Paterson University of New Jersey 2008 — 2011
BS, Business Administration - Finance Concentration
Stevens Institute of Technology 2005 — 2007
Computer Engineering
Luckie & Company May 2014 - Present
Luckie & Company August 2012 - Present
Scout Marketing March 2012 - July 2012
Van Winkle & Associates 2011 - February 2012
McRae 2002 - 2011
Outweb 1999 - 2000
Newton Park 1997 - 1999
Prudential Financial April 1992 - July 1997
Skills
Forecasting, Financial Analysis, Strategy, Finance, Budgets, Financial Reporting, Strategic Planning, Project Management, Entrepreneurship, Advertising, Team Leadership, Business Planning, Team Building, Business Strategy, Internal Controls, Management
Education
State University of New York at Buffalo - School of Management 1989 — 1991
BS Business Administration, Finance & Management Information Systems Concentrations
New York University - Leonard N. Stern School of Business
MBA Program, Finance & Management Information Systems Coursework
Deutsche Bank August 2015 - Present
Fidelity Investments March 2015 - August 2015
Prudential Financial September 2012 - January 2014
CIGNA February 2010 - August 2012
CIGNA May 2009 - February 2010
CIGNA Health Care July 2008 - 2009
ING January 2007 - April 2008
Aetna April 2006 - December 2006
Carousel Foods of America Inc. NY February 2002 - March 2006
Stevens Institute of Technology 2000 - 2002
Skills
Requirements Analysis, Business Analysis, Business Process, SOA, Business Requirements, Quality Assurance, SharePoint, PMP, SDLC, ITIL, Analysis, Agile Project Management, Vendor Management, PMO, Systems Analysis
Education
Stevens Institute of Technology 2000 — 2002
MS, Management Information Systems
L. E. College 1994 — 1998
BS, Industrial Engineering
AllianceBernstein August 2013 - Present
Columbia Management June 2009 - August 2013
Columbia Management September 2007 - May 2009
Banc of America Investments June 2005 - September 2007
Prudential Financial June 2004 - June 2005
Skills
Asset Allocation, Retirement, Equities, Investment Advisory, Series 65, Portfolio Management, 401k, Series 6
Education
State University of New York - System 2000 — 2004
Bachelor of Science, Finance
University of Pennsylvania - The Wharton School
Bank of New York Mellon September 2008 - Present
Bank of New York Mellon 2004 - September 2008
Prudential Financial April 2000 - March 2004
Metlife June 1999 - March 2000
AT&T 1996 - 1997
Skills
Release Management, CMMI, Process Improvement, SDLC, Software Documentation, Business Process..., CMM, Six Sigma, Testing, Agile Methodologies, Management, Project Management, PMP, Software Quality..., Gap Analysis, Test Planning, Risk Management, Software Project..., Vendor Management
Education
State University of New York at New Paltz
Business Admin.
Cigna January 2015 - Present
Cigna October 2010 - Present
Cigna October 2009 - October 2010
Prudential Financial October 2006 - September 2009
Prudential Insurance 2006 - 2009
Aqua America March 2004 - October 2006
Healthcare Business Credit Group (now CIT group) March 2002 - March 2004
PNC Financial Services Group September 1999 - March 2004
Skills
Project Planning, Business Analysis, Process Improvement, Capabilities Development, Analysis, Software Documentation, Business Requirements, Testing, Project Management, Quality Assurance, User Acceptance Testing, SDLC, Requirements Analysis, Requirements Gathering, Cross-functional Team..., Insurance, Leadership, Visio, Risk Management, Business Process..., Business Process Mapping
Education
Villanova University 2009 — 2010
Masters Certificate, Business Analysis
Temple University - Fox School of Business and Management 1999 — 2001
MBA, Healthcare Management
State University of New York College at Oswego 1995 — 1999
BS, Business Administration minor Economics
Prudential Financial September 2004 - Present
Prudential Financial 1998 - 2004
Smith Barney 1993 - 1998
Smith Barney 1981 - 1993
Skills
Leadership, Strategic Planning, Mergers, Team Building, Product Development, Marketing, Financial Services, Mutual Funds, Securities, Equities, Asset Management, Business Analysis, Finance, Insurance, Management, Mergers, Program Management, Retirement, Risk Management, Series 24, Series 63, Series 7, Start-ups, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania 1994 — 1995
SIA Program
State University of New York at New Paltz 1976 — 1981
BA, Economics
New York State Board of Elections April 2008 - Present
NYS Assembly April 1999 - July 2008
Prudential Financial 1996 - 1999
Skills
Campaign Finance, Litigation, Analysis, Government..., American Politics, Human Rights, Highly experienced..., Developed expertise in..., Developed expertise in..., Election Law, Election Law Compliance, Election Law Enforcement, Community Outreach, Legislation, Legislative Relations, Policy Analysis
Education
State University of New York at Albany
Masters in Public Policy, Urban Studies/Affairs
State University of New York College at Cortland 1992 — 1996
BA, Political Science
Avnet 2012 - Present
Avnet January 2012 - November 2012
DHL Express US April 2010 - December 2011
WageWorks April 2009 - April 2010
DHL Express June 2005 - March 2009
Prudential Financial June 1997 - May 2005
The Calhoun School August 1995 - May 1997
Department of Health and Human Services Office of Minority Health September 1993 - August 1995
Skills
Business Analysis, Customer Service, Process Improvement, Outsourcing, PMP, Microsoft Office, Problem Solving, Customer Relations, Change Management, Six Sigma, Strategic Planning, Documentation, Software Documentation, Program Management, Call Centers, Leadership, Project Management, Management, Team Building, PMO, Strategy, Budgets, Business Process..., Contract Negotiation, Procurement
Education
Project Management Institute 2008 — 2008
PMP
Stevens Institute of Technology 2002 — 2004
MSIS
University of Maryland College Park 1990 — 1995
BS
Prudential Financial March 1997 - Present
Skills
Vendor Management, Data Center, Disaster Recovery, Computer Hardware, Visio, Cisco Technologies, IT Management, Network Security, IT Strategy, Networking, Servers, VoIP
Education
Stevens Institute of Technology 2010 — 2013
Master's degree, Management Information Systems and Services
State University of New York at New Paltz 1991 — 1997
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Prudential Financial January 2009 - Present
Prudential Financial August 2003 - December 2008
Prudential Financial January 2003 - July 2003
Pramerica July 2002 - January 2003
United States Army Reserve January 1997 - January 2003
Prudential Financial July 2001 - July 2002
Bell Laboratories May 2000 - August 2000
Alcatel-Lucent May 1999 - August 1999
Skills
VMware Infrastructure, Disaster Recovery, SDLC, Requirements Analysis, SQL, HP Blade, Application..., Business Ethics, Collaboration, Exceptional People..., Inspiring People, analytical and logical..., Great Motivator, enthusiastic about new..., able to work either in..., Technical Training, Troubleshooting, System Architecture, VDI, Citrix XenDesktop, Thin Client Devices, High Performance..., Grid Computing, Altiris Deployment..., Citrix XenApp, BladeCenter, Informatica, Information Security, Creative Writing, written and verbal..., Spanish, Technical Writing, Engineering, Software Development, Quality Assurance, Problem Management, Change Management, Performance Appraisal, Staff Development, Release Management, Patch Management, Strategic Planning, Migration Projects, CMM, Research, Standards Compliance, Integration, Citrix, TCP/IP, Citrix Metaframe
Education
Stevens Institute of Technology 1996 — 2001
Bachelor of Engineering (B.E.), Computer Engineering, 3.4
New York Life Insurance Company June 2010 - Present
New York Life Insurance Company May 2009 - June 2010
RiverIcon February 2008 - January 2009
Paragon Mortgage February 2006 - November 2007
Hr Block Financial Advisors July 2003 - January 2006
Humana November 2002 - July 2003
Prudential Financial May 2001 - October 2002
Merrill Lynch November 1996 - May 2001
Skills
Strategic Financial..., Insurance, New Business Development, Leadership, Business Development, Finance, Management, Fixed Annuities, Investments, Sales, Risk Management, Portfolio Management, Team Building, Financial Planning, Retirement Planning
Education
Stetson University 1991 — 1993
Money Matters with Ken Moraif September 2014 - Present
Galloway Asset Management August 2012 - June 2014
ICMA-RC March 2007 - August 2012
Financial Profiles, Inc. June 2005 - December 2006
AIG Advisor Group May 2002 - April 2005
Prudential Financial February 2001 - February 2002
TD Waterhouse Securities June 1999 - February 2001
The Householder Group March 1997 - October 1998
Skills
Retirement Planning, Wealth Management, Series 24, Series 7, Uniform Combined State..., Investor Education, Certified Financial..., Key Account Management, Curriculum Development, Institutional Sales, Personal Financial..., Sales Presentations, Coaching, Leadership, Series 66, Investment Education, Management, Financial Advisory, Financial Services, Asset Management, Series 63, Asset Allocation, Insurance, Wealth, FINRA, IRAs, Financial Planning
Education
State University of New York College at Geneseo 1992 — 1996
Bachelor of Arts, Communication, Finance
UBS May 2015 - Present
Royal Bank of Scotland June 2013 - May 2015
Viridian Energy June 2012 - June 2013
Prudential Financial May 2010 - June 2012
GE Capital Treasury May 2008 - February 2010
GE Commercial Finance March 1999 - May 2008
Skills
Program Management, Process Improvement, Vendor Management, SDLC, Project Portfolio..., Business Analysis, Project Management, PMO, Change Management, Risk Management, IT Strategy, Business Process..., Cross-functional Team..., Resource Management, Requirements Analysis, Integration, Software Project..., Business Process, Requirements Gathering, Project Delivery, Business Intelligence, Data Warehousing, Governance, IT Management, PMP, Visio, MS Project, Six Sigma, Management, Service Delivery, IT Service Management
Education
State University of New York College at Oswego 1994 — 1998
BA, Communications
The Depository Trust & Clearing Corporation January 2014 - Present
Pfizer July 2013 - December 2013
Morgan Stanley March 2011 - April 2013
Prudential Financial July 2008 - July 2010
Citibank December 2005 - June 2008
JPMorganChase March 2000 - March 2005
Skills
E-Learning, Program Management, Performance Consulting, Needs Analysis, Learning Management, Instructional Design, Enterprise Software, Performance Management, Employee Training, Talent Management, Management, Training Delivery, Staff Development, Instructor-led Training, Training, Risk Management, Analysis, Change Management, Learning Management..., Integration, Executive Coaching, Career Development, Workshop Facilitation
Education
State University of New York Empire State College 2008 — 2013
BS, Science, Math & Technology
Prudential Annuities January 2010 - Present
Morgan Stanley December 2005 - November 2008
Prudential Financial 1995 - 2005
Skills
Series 7, Relationship Management, Separately Managed..., Variable Annuities, Investment Management, Mutual Funds
Education
State University of New York at New Paltz 1993 — 1995
Prudential Financial October 2011 - Present
Foxhall Capital Management May 2010 - June 2011
GE Capital May 2007 - May 2010
AIG SunAmerica Asset Management March 2006 - May 2007
Bridgewater Associates April 2005 - March 2006
AIG SunAmerica June 2000 - April 2005
Skills
Bloomberg, Mutual Funds, Series 7, Investments, Asset Managment, Financial Analysis, Risk Management, Equities, Series 63, Process Improvement, Fixed Income, Microsoft Excel, Business Analysis, Finance, Customer Service, Series 26, Salesforce.com, RFP Design, RFP Generation, Asset Allocation, Series 6, Retirement Planning, 401k, FINRA, Asset Management
Education
State University of New York College at Oneonta 1996 — 2000
BS, Business Economics
CohnReznick Advisory Group August 2014 - Present
Siegelman Financial Management Consulting, Inc. March 2009 - August 2014
Integrated Global Performance Solutions November 2011 - February 2013
KPMG Advisory 2005 - 2009
American Stock Transfer & Trust Co LLC 2004 - 2005
AT&T 2003 - 2004
Prudential Financial 1998 - 2003
Ernst & Young Health Care Consulting 1996 - 1998
Skills
Financial Analysis, Financial Reporting, Risk Management, Sarbanes-Oxley Act, Mergers, Auditing, IT Audit, Accounting, CISA, Management Consulting, Business Analysis, Project Management, Process Improvement, Due Diligence, Insurance, Business Process..., Enterprise Risk..., Internal Audit..., Internal Audit, Business Process, Business Strategy, Budgets, Analysis, Corporate Finance, CPA, Corporate Governance, ERP, Finance, Financial Accounting, Financial Audits, Financial Risk, Financial Services, Forecasting, GAAP, Governance, IFRS, Internal Controls, Management, Mergers, Project Portfolio..., Restructuring, Risk Assessment, SEC filings, Sarbanes-Oxley, Software Documentation, Strategic Financial..., Strategy, US GAAP
Education
CPE Inc 2010 — 2010
Certification, International Financial Reporting Standards (IFRS)
Stevens Institute of Technology 1999 — 2001
MS, Information Systems
Yeshiva University 1981 — 1986
Bachelor of Science (BS), Accounting
Notary Public May 2012 - Present
Stonebridge at Montgomery 2010 - Present
Little Angels Daycare June 2009 - 2012
Prudential Financial 1995 - 2004
Skills
Policy Analysis, Financial Analysis, Microsoft Excel, Strategic Planning, Budget, Process Improvement, Access, Financial Modeling, Analysis, Risk Management, Strategic Financial..., PowerPoint, Project Management, Microsoft Office, Insurance, Financial Reporting, Data Analysis, Business Analysis, Microsoft Word, Forecasting, Accounting, Finance, Leadership
Education
SUNY BROCKPORT
BS, BUSINESS ADMINISTRATION
Nokia June 2008 - Present
Fidelity Investments June 2004 - June 2008
Prudential Financial January 2000 - June 2004
Cartus June 1996 - December 1999
The Bank of New York 1992 - 1996
Education
State University of New York College at Cortland 1987 — 1989
BA, Communication
WebSoft!Now, Inc. June 2004 - Present
Martindale Hubble January 1999 - June 2004
Citicorp Investment Services January 1996 - January 1999
Prudential Financial January 1993 - December 1996
PricewaterhouseCoopers January 1991 - January 1993
KPMG Peat Marwick January 1990 - January 1991
Lockheed Martin Space Systems Company January 1989 - January 1990
Education
University of Medicine and Dentistry of New Jersey 2005 — 2006
Bachelor of Science, Nursing
State University of New York College at Buffalo 1987 — 1989
Bachelor of Science, Computer Studies
State University of New York College at Buffalo 1987 — 1989
Bachelor of Arts, Statistics
State University of New York College at Buffalo 1987 — 1989
Bachelor of Arts, Philosophy
State University of New York College at Buffalo 1987 — 1989
Minor, Mathematics
John D. Richards, Inc. February 1984 - Present
The Hartford January 2008 - April 2015
Prudential Financial June 1994 - January 2008
Provident life & Casulty January 1985 - June 1994
Cigna June 1982 - January 1985
The Equitable June 1975 - June 1982
Health Watch May 1974 - June 1975
Skills
Disability Insurance, Group Benefits, Employee Benefits
Education
SUNY@Brockport, NY 1970 — 1974
BS, Health Science
Canal View Financial Advisors Ameriprise Financial Services, Inc. April 2015 - Present
UBS Financial Services January 2008 - April 2015
Morgan Stanley 2006 - 2008
McDonald Investments 2004 - 2006
M&T Bank 2000 - 2004
JPMorgan Chase 1993 - 2000
USF&G/ TJ LIFE of NY 1989 - 1992
Prudential Financial 1987 - 1989
Education
Cannon Trust School 1997 — 2000
CTFA, Trust & Estates
State University of New York College at Oswego 1982 — 1986
Bachelor of Arts, Economics
MYD Market, Inc. June 2010 - Present
Strategic Partners Investment Advisors November 2008 - June 2010
Moody's Investors Service October 2006 - September 2008
KBC Financial Products February 2005 - October 2006
JP Morgan / Hambrecht & Quist LLC June 1998 - February 2005
Citibank October 1996 - May 1998
Prudential Financial September 1988 - October 1996
Skills
Alternative Investments, USA PATRIOT Act, FINRA, Portfolio Management, Financial Regulation, Securities, Financial Risk, OFAC, Financial Markets, Equities, Securities Regulation, Fixed Income, Mutual Funds, KYC, Series 7, Equity Derivatives, AML, Policy, Series 24, Internal Audit, Trading, Capital Markets, Series 63, Hedge Funds, Options
Education
State University of New York College at Plattsburgh 1980 — 1984
B.S., Economics
Adirondack Financial Services July 2008 - Present
Kall Insurance Brokerage February 2007 - June 2008
Prudential Financial June 2001 - January 2007
Kall Enterprises, Inc. May 1990 - May 2001
Education
State University of New York College at Oswego 1973 — 1977
B.S., Business Administration & Marketing
Prudential Financial
Skills
Risk Management, IT Strategy, SDLC, Business Analysis, Vendor Management
Education
State University of New York College at Geneseo 1978 — 1980
Verber & Sullivan Home Design January 2005 - Present
Prudential Financial January 2000 - April 2003
UBS PaineWebber August 1994 - December 2000
Skills
Home Staging, Interior Design, Furniture, Relocation, Art Direction, InDesign, Marketing, Art, Brochures, Selling, Corporate Identity, Illustrator, Brand Development, Sales, Advertising, Creative Direction, Merchandising
Education
State University of New York College at Fredonia 1977 — 1981
BFA, Art/Design
Express Scripts August 2004 - Present
Prudential Financial February 1996 - February 2001
Skills
Pharmacy Benefit..., Managed Care, Financial Reporting, Customer Service, Healthcare Consulting, SharePoint, Cross-functional Team..., Healthcare, Vendor Management, Medicare, Project Management, Leadership, Healthcare Industry, Medicare Part D, Pharmacy, Print Management, Medicaid, Disease Management, Process Improvement, Utilization Management, Health Policy
Education
State University of New York College at Oneonta 1981 — 1984
BS, Business
MetLife May 2009 - Present
Merrill Lynch 2008 - 2009
MetLife 2005 - 2008
Prudential Financial 2003 - 2005
Prudential Financial 1999 - 2003
Skills
Sales Management, Relationship Management, Insurance, New Business Development, Customer Retention, Strategic Financial..., Leadership, Underwriting, Direct Sales, Small Business, Disability Insurance, Selling, Health Insurance, Life Insurance, Fixed Annuities, General Insurance, Account Management, Employee Benefits, Brokers, Term Life Insurance, Commercial Insurance, Whole Life, Long-term Care, Property & Casualty..., Sales
Education
State University of New York College at Oswego
Master of Business Administration (MBA)
Prudential Financial May 1989 - Present
Mutual of New York August 1985 - May 1989
AIG Life Insurance Company June 1984 - August 1985
John Hancock Life Insurance Company (U.S.A.) March 1983 - June 1984
Morania Oil Tanker Corporation May 1977 - March 1983
Skills
Insurance, Life Insurance, Project Management, Financial Services
Education
The American College 2005 — 2010
Masters of Science, Financial Services
The George Washington University 2002 — 2004
Master's Certificate, Project Management
State University of New York Maritime College 1973 — 1977
BS, Meteorology & Oceanography
Jefferies & Company July 2011 - Present
Prudential Financial June 2000 - June 2011
Information Builders February 1997 - June 2000
Skills
Trading Systems, Derivatives, Exchange Connectivity, Electronic Trading, Fixed Income, Equity Derivatives, Options, Databases, Financial Markets, Capital Markets, Trading, Commodity, Low Latency, Commodity Markets, Reuters, Market Data
Education
University of Nizhni Novgorod named after N.I. Lobachevsky (UNN)
MS, Computer Science, Applied Mathematics
AIG June 2007 - Present
AIG November 2004 - June 2007
AIG Small Business 2003 - 2004
Prudential Financial 2001 - 2003
Prudential Financial 1998 - 2001
Skills
Strategic Planning, Business Integration, Business Process..., Strategic Partnerships, Project Management, Transformational..., Managing Workflow, Change Management, Negotiation, Department Budgeting, Interdepartmental..., Risk Management, Multi Tasking, Vendor Management Skills, Managing Meetings, Fast Learner, Fast Paced Environment, Meet Deadlines, Personnel Management, Strategy, Insurance, Employee Benefits, Business Analysis, Project Portfolio..., Highly detail oriented, Vendor Management, Strategic Communications, Manage Complex Projects, Training, Leadership, Driving Results, PMP, Lotus Notes, Reinsurance, Budgets, Team-oriented, Profit Maximization, Cross-functional Team..., Competitive Analysis, Business Requirements, Management, Visio, Claim, Life Insurance, SDLC
Education
Stevens Institute of Technology 2001 — 2003
MIS, Information Systems
Georgian Court College and University of Madrid 1988 — 1992
BA, Humanities
Bankers Life and Casualty Company March 2013 - 2014
SunTrust Bank February 2011 - December 2012
JPMorgan Chase November 2001 - February 2011
Bank of America November 2007 - April 2009
Prudential Financial September 2000 - November 2001
UBS Wealth Management June 1999 - September 2000
Morgan Stanley May 1997 - June 1999
Japan Travel Bureau Corporation January 1993 - January 1996
The Consulting Group 1989 - 1992
Skills
Wealth Management, Series 7, Mutual Funds, Retirement Planning, Series 63, Investments, Investment Advisory, Credit, Securities, Financial Advisory, Sales, Asset Allocation, Sales Management, Recruitment, Fluent Japanese..., 215 Life & Health..., Leadership, Portfolio Management, Asset Managment, Banking, Series 65, Fixed Income, Finance, Management, Customer Service, Financial Services, Health & Life Insurance..., Strategic Planning, Marketing, Team Building, Financial Planning, Relationship Management, Private Banking, Life Insurance, Insurance, Marketing Strategy, Negotiation, Public Speaking, Microsoft Office, International Relations, International Sales, International Business, International..., International Marketing, International Trade
Education
State University of New York College at Oneonta
BA, Liberal Arts and Sciences/Liberal Studies
State University of New York College at Oneonta
Bachelor of Applied Science (B.A.Sc.)
IBN Registered RepresentativeIBN FinancialApril 2008 - Present
Prudential Financial August 1998 - January 2008
Education
State University of New York College at Oswego 1981 — 1985
bs, bus admin
State University of New York College at Oswego
BS, Business Administration
Prudential Financial February 2015 - Present
North Coast Financial Group an office of MetLife June 2010 - February 2015
Showcase Sports Marketing December 2008 - December 2009
Showcase Sports Marketing September 2007 - November 2008
Williamsville North High School March 2007 - March 2008
State University of New York at Buffalo September 2005 - August 2007
AMERICAN CORADIUS INC June 2002 - May 2005
Skills
Sales, Management, Leadership, Strategic Planning, Public Speaking, Microsoft Excel, Marketing Strategy, Microsoft Office, Event Planning, Fundraising, Business Development, Media Relations, Investments, Finance, Retirement, Small Business, Insurance, Financial Services, Sponsorship, Social Media, Management Consulting, Marketing
Education
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK 2001 — 2007
Master, Business Administration
State University of New York at Buffalo - School of Management 2001 — 2005
BS, Marketing
University at Buffalo 2001 — 2005
BA, Psychology
Williamsville North High School 1997 — 2001
High School
The American College January 2008 - Present
Prudential Financial March 1998 - September 2007
Prudential Financial January 1991 - March 1998
Prudential Financial January 1988 - December 1990
Skills
Sales Management, Marketing Strategy, Strategic Planning
Education
State University of New York at New Paltz 1974 — 1977
BA, History
Prudential Financial July 2013 - Present
BlackRock July 2012 - June 2013
AllianceBernstein August 2007 - March 2012
AllianceBernstein 2003 - 2007
Alliance Capital LP 2000 - 2003
GAB Robins Insurance (ITS/SGS division) April 1997 - August 2000
Skills
SDLC, Business Analysis, Asset Managment, Portfolio Management, Vendor Management, Program Management, Fixed Income, Risk Management, SQL, Equities, Requirements Analysis, Business Process..., Investment Banking, Software Development, SOA, Asset Management, Mutual Funds, Project Management, C#, Software Project..., Access, Business Development, Web Applications, Leadership, Analysis, Management, Financial Risk, Market Data, Business Process, Derivatives, Visio, Capital Markets, CRM, Bloomberg, Trading Systems, Investments, Investment Management, Sybase, Microsoft SQL Server, Asset Allocation, Requirements Gathering, Financial Services, Relationship Management, Hedge Funds, Enterprise Software, Securities, Electronic Trading, Data Analysis, Trading, VBA
Education
Stevens Institute of Technology 1999 — 2001
Master of Sience, Management Information Systems, 3.8
Moscow State Automotive University 1977 — 1982
Master of Science (M.S.), Systems Engineering, 4.7
Morgan Stanley November 2014 - Present
Morgan Stanley December 2012 - November 2014
Jackson National Life January 2012 - December 2012
Ohio National Financial Services August 2010 - October 2011
Prudential Financial January 2010 - August 2010
Morgan Stanley June 2004 - July 2009
Skills
Series 6, Series 63, Life & Health Insurance..., Series 7, Mutual Funds, Wealth Management, ETFs, Sales, Variable Annuities, Fixed Annuities
Education
State University of New York College at Oneonta
Barclays Capital October 2009 - Present
Citi July 2003 - October 2009
AIG Financial Products May 2002 - June 2003
Prudential Financial February 2000 - April 2002
IBM Global Business Services March 1998 - January 2000
Skills
Electronic Trading, Trading Systems, Derivatives, Fixed Income, SDLC, Sybase, Software Project..., IT Strategy, SQL, Enterprise Architecture, Market Data, SOA, Business Analysis, Agile Methodologies, Low Latency, Spring, JMS
Education
Stevens Institute of Technology
M.S
University of Madras
BS
Great Lakes Electronic Distributors April 2007 - June 2009
Latinas Foodland March 2006 - April 2007
Sunset Cleaners October 2000 - April 2006
Prudential Financial May 2000 - October 2000
Education
State University of New York College at Buffalo 1985 — 1987
I.S.M.
Prudential Financial October 2010 - Present
Prudential Financial November 2005 - October 2010
Prudential Financial March 1997 - October 2005
Tele-tech Services August 1993 - March 1997
Skills
Change Management, Vendor Management, Business Intelligence, Business Analysis, Process Improvement, IT Strategy, Project Management, Business Process..., Cross-functional Team...
Education
Stevens Institute of Technology 2002 — 2004
MS, Information Management
The College of New Jersey 1989 — 1993
BS, Marketing
JW Cole Financial, Inc. December 2009 - Present
Kevin L. Corkery Financial October 2006 - Present
MassMutual Financial Group October 2006 - November 2009
National Life Group October 2000 - October 2006
Prudential Financial May 1997 - October 2000
Skills
Series 63, Series 7, Fixed Annuities, Retirement, Securities, Strategic Financial..., Investments, Insurance, Retirement Planning, Equities, IRAs, Mutual Funds, Risk Management, Wealth Management, 401k, Uniform Combined State..., Investment Advisory, Wealth Accumulation
Education
The American College 2012 — 2014
CFP© Curriculum Certification, Financial Planning
State University of New York College at Potsdam 1991 — 1996
Citi June 2014 - Present
Capital One Bank April 2013 - June 2014
JP Morgan Chase N.A December 2010 - April 2013
JPMorgan Chase March 2009 - December 2010
JPMorgan Chase June 2005 - March 2009
The Great Atlantic & Pacific Tea Co., Inc August 2004 - June 2005
Prudential Financial January 2004 - August 2004
Skills
Branch Management, Languages, Microsoft Office, Selling, Consumer Lending, Small Business Lending, Loans, Cross Selling, Credit, Mortgage Lending, Banking, Retail Banking, Commercial Lending, Commercial Banking, Mortgage Banking, Loan Origination, Credit Analysis, Series 63, Relationship Management, Series 7, Cash Management, Sales
Education
SUNY New Paltz 1996 — 2001
B.S., MARKETING
State University of New York at New Paltz 1996 — 2001
B.S, Marketing
Family 2001 - 2012
CompuCom 1994 - 2001
allerion 1994 - 1995
Reed Elsevier 1993 - 1994
Henry Schein 1988 - 1993
Prudential Financial 1987 - 1988
Education
State University of New York at Delhi
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
University of South Florida
Bachelor of Engineering (B.E.), Computer Engineering
Prudential Financial October 2012 - April 2015
Merrill Lynch September 2000 - February 2010
Skills
Mutual Funds, Wealth Management, Asset Allocation, Series 63, Series 7, Securities, Retirement Planning, Investments, Financial Services, Finance, Client Relations, Customer Satisfaction, Branch Operation, Problem Solving
Education
State University of New York College at Oneonta
BA
Express Scripts 2005 - Present
Prudential Financial 1986 - 2004
Skills
JCL, Mainframe, TSO, IBM Mainframe, Documentation, Problem Solving, Microsoft Office, MVS, z/OS, Outlook, Data Warehousing, Word, Excel, CICS, VSAM, Disaster Recovery, DB2, Lotus Notes, COBOL, Endeavor
Education
State University of New York College at Brockport 1979 — 1984
Beach Channel High School
State University of New York College of Agriculture and Technology at Morrisville
Prudential Financial September 2010 - Present
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Portfolio Management, Asset Management, Risk Management, Bloomberg, Insurance, Valuation, Capital Markets, Financial Services, Banking
Education
State University of New York College at Buffalo 1987 — 1990
BS, Finance
PepsiCo October 2002 - Present
Prudential Financial June 1992 - October 2002
Shearson Lehman June 1988 - June 1992
Skills
Crystal Reports, Oracle SQL Developer, Microsoft SQL Server, Mainframe, COBOLII, CICS, DB2, SQL, SDLC, COBOL, Integration
Education
SUNY Geneseo 1970 — 1974
Bachelor of Arts (B.A.), Psychology
Marsh & McLennan Companies 2015 - Present
Axiom 2014 - 2015
Computershare/Georgeson Securities Corporation 2011 - 2013
BNY Mellon 2009 - 2011
MBSC Securities Corporation (Formerly Dreyfus Service Corp.) 2006 - 2011
BNY Mellon 2004 - 2009
BNY Mellon 1999 - 2004
New York Life Insurance Company 1998 - 1999
OppenheimerFunds 1995 - 1998
Prudential Financial 1988 - 1995
Skills
FINRA, Management, Securities, Corporate Governance, Corporate Law, Licensing, Securities Regulation, Legal Compliance, AML, Privacy Law, Regulations, Financial Regulation, FCPA, Cross-border..., Data Privacy, OFAC, Financial Services, Equities
Education
State University of New York at Buffalo
Juris Doctor, Law
State University of New York College at Buffalo
Bachelor of Arts (BA), Political Science