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
Employee
Years
Job
Industry
David Johnson- CLU®, ChFC® David Johnson- CLU®, ChFC®'s Prudential Financial Experience 1996 - 1998
Job Workplace Sales Director at MetLife
Industry Financial Services
Experience
MetLife January 2014 - Present
Principal Financial Group May 2013 - January 2014
Principal Financial Group July 2010 - May 2013
F.R. Owen & Associates, a US Retirement Partners company September 2009 - July 2010
MetLife Resources January 2006 - September 2009
CitiStreet March 2003 - December 2005
CitiStreet June 2000 - March 2003
Prudential Financial 1996 - 1998
Education
The American College 2007 — 2011
CLU & ChFC, Life Insurance & Financial Planning
The College of New Jersey 1990 — 1994
B.S., Economics
MetLife January 2014 - Present
Principal Financial Group May 2013 - January 2014
Principal Financial Group July 2010 - May 2013
F.R. Owen & Associates, a US Retirement Partners company September 2009 - July 2010
MetLife Resources January 2006 - September 2009
CitiStreet March 2003 - December 2005
CitiStreet June 2000 - March 2003
Prudential Financial 1996 - 1998
Education
The American College 2007 — 2011
CLU & ChFC, Life Insurance & Financial Planning
The College of New Jersey 1990 — 1994
B.S., Economics
William Tyler II, CFP William Tyler II, CFP's Prudential Financial Experience June 1995 - April 2007
Job Financial Planner at Tyler Financial Network
Industry Financial Services
Experience
Tyler Financial Network April 2007 - Present
Prudential Financial June 1995 - April 2007
TNT Roofing and Construction 1986 - June 1995
Royal Roofing Company 1981 - 1986
Education
University of North Texas 2005 — 2007
CFP, Financial Planning
The American College 1998 — 2002
ChFC, Business Planning
Tyler Financial Network April 2007 - Present
Prudential Financial June 1995 - April 2007
TNT Roofing and Construction 1986 - June 1995
Royal Roofing Company 1981 - 1986
Education
University of North Texas 2005 — 2007
CFP, Financial Planning
The American College 1998 — 2002
ChFC, Business Planning
Bert Gilmore Bert Gilmore's Prudential Financial Experience July 2011 - March 2014
Job Financial Services Representative
Industry Investment Management
Experience
Primerica March 2015 - Present
Protection 1 Security Solutions April 2014 - Present
Prudential Financial July 2011 - March 2014
Skills
Portfolio Management, Financial Modeling, Equities, Fixed Income, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Loans, Accounting, Accounts Payable, Microsoft Excel, Analysis
Education
Texas A&M University-Commerce 2003 — 2008
Bachelor of Science (B.S.), Mathematics
Primerica March 2015 - Present
Protection 1 Security Solutions April 2014 - Present
Prudential Financial July 2011 - March 2014
Skills
Portfolio Management, Financial Modeling, Equities, Fixed Income, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Loans, Accounting, Accounts Payable, Microsoft Excel, Analysis
Education
Texas A&M University-Commerce 2003 — 2008
Bachelor of Science (B.S.), Mathematics
Lisa Wilkey, ACS, ARA, FLMI, FALU Lisa Wilkey, ACS, ARA, FLMI, FALU's Prudential Financial Experience January 1999 - August 2000
Job Senior Underwriting Consultant at AIG Life
Industry Insurance
Experience
AIG Life July 2014 - Present
Legal & General August 2012 - July 2014
The Hartford August 2000 - August 2012
Prudential Financial January 1999 - August 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Teaching
Education
Texas A&M University 1989 — 1991
Master of Arts (MA), English
Texas A&M University 1982 — 1986
Bachelor of Arts (B.A.), English Language and Literature, General
AIG Life July 2014 - Present
Legal & General August 2012 - July 2014
The Hartford August 2000 - August 2012
Prudential Financial January 1999 - August 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Teaching
Education
Texas A&M University 1989 — 1991
Master of Arts (MA), English
Texas A&M University 1982 — 1986
Bachelor of Arts (B.A.), English Language and Literature, General
Bryan Tollerene Bryan Tollerene's Prudential Financial Experience 1996 - 2002
Job Financial Consultant
Industry Financial Services
Experience
Tollerene Investment Management 2002 - Present
Prudential Financial 1996 - 2002
Merrill Lynch 1988 - 1996
Skills
Financial Advisory, Retirement Planning, Investments, Asset Allocation, Equities, Portfolio Management
Education
Texas A&M University 1982 — 1986
Bachelor of Science, Economics
Tollerene Investment Management 2002 - Present
Prudential Financial 1996 - 2002
Merrill Lynch 1988 - 1996
Skills
Financial Advisory, Retirement Planning, Investments, Asset Allocation, Equities, Portfolio Management
Education
Texas A&M University 1982 — 1986
Bachelor of Science, Economics
Shari Jack Rash Shari Jack Rash's Prudential Financial Experience 2011 - December 2013
Job Regional Vice President at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC February 2014 - Present
Prudential Financial 2011 - December 2013
PRUDENTIAL ANNUITIES 2009 - 2011
Prudential Financial 2008 - 2009
First Investors 2007 - 2008
Skills
Fixed Annuities, Mutual Funds, Variable Annuities, Series 63, Series 6, Retirement, Sales, Financial Services, Retirement Planning, Annuity Sales, Asset Allocation, Investments, IRAs, Alternative Investments, Investment Strategies, Wholesale, Training, Strategic Financial..., Financial Planning, Insurance, Portfolio Management, Securities, Life & Health Insurance..., ETFs, Separately Managed..., Managed Money, Roth IRA, 403 b, 401k, Financial Advisory, Investment Advisory, Life Insurance, Asset Management
Education
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Science (BS), Finance, General
Temple University - Fox School of Business and Management 2003 — 2007
Finance
CLS Investments, LLC February 2014 - Present
Prudential Financial 2011 - December 2013
PRUDENTIAL ANNUITIES 2009 - 2011
Prudential Financial 2008 - 2009
First Investors 2007 - 2008
Skills
Fixed Annuities, Mutual Funds, Variable Annuities, Series 63, Series 6, Retirement, Sales, Financial Services, Retirement Planning, Annuity Sales, Asset Allocation, Investments, IRAs, Alternative Investments, Investment Strategies, Wholesale, Training, Strategic Financial..., Financial Planning, Insurance, Portfolio Management, Securities, Life & Health Insurance..., ETFs, Separately Managed..., Managed Money, Roth IRA, 403 b, 401k, Financial Advisory, Investment Advisory, Life Insurance, Asset Management
Education
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Science (BS), Finance, General
Temple University - Fox School of Business and Management 2003 — 2007
Finance
R. Dale Lykins R. Dale Lykins's Prudential Financial Experience 1985 - 1988
Job System Analyst at State of Texas Comptrollers Office
Industry Government Administration
Experience
State of Texas Comptrollers Office January 1988 - Present
Prudential Financial 1985 - 1988
Hughes Tool Company 1980 - 1984
Skills
Microsoft Office, Project Management, Customer Service, Management, Microsoft Excel, Analysis, SQL, Leadership, Research, Strategic Planning
Education
Texas State University 1973 — 1978
Bachelor of Business Administration (BBA)
State of Texas Comptrollers Office January 1988 - Present
Prudential Financial 1985 - 1988
Hughes Tool Company 1980 - 1984
Skills
Microsoft Office, Project Management, Customer Service, Management, Microsoft Excel, Analysis, SQL, Leadership, Research, Strategic Planning
Education
Texas State University 1973 — 1978
Bachelor of Business Administration (BBA)
Matt Sawan Matt Sawan's Prudential Financial Experience 1994 - 1997
Job Western Region Sales Manager
Industry Financial Services
Experience
Illinois Mutual 2014 - Present
Insurance & Financial Services Leader 1994 - Present
OneAmerica Financial Partners Inc. 2013 - 2014
Ameritas 2012 - 2013
Allstate 2008 - 2012
Zurich/Farmers Insurance & Financial Services 1998 - 2008
Prudential Financial 1994 - 1997
Capital Group 1990 - 1993
Skills
Leadership, Business Development, Insurance, Recruiting, Sales Management, Sales, Financial Services, Team Building, Marketing, Business Planning, Management, Networking, New Business Development, Strategic Planning, Consulting, Workshop Facilitation, Customer Service, Executive Management, Business Strategy, Team Leadership
Education
The American College
In process, Working towards ChFC and CFP
University of Cincinnati
Bachelor of Business Administration, Finance
Illinois Mutual 2014 - Present
Insurance & Financial Services Leader 1994 - Present
OneAmerica Financial Partners Inc. 2013 - 2014
Ameritas 2012 - 2013
Allstate 2008 - 2012
Zurich/Farmers Insurance & Financial Services 1998 - 2008
Prudential Financial 1994 - 1997
Capital Group 1990 - 1993
Skills
Leadership, Business Development, Insurance, Recruiting, Sales Management, Sales, Financial Services, Team Building, Marketing, Business Planning, Management, Networking, New Business Development, Strategic Planning, Consulting, Workshop Facilitation, Customer Service, Executive Management, Business Strategy, Team Leadership
Education
The American College
In process, Working towards ChFC and CFP
University of Cincinnati
Bachelor of Business Administration, Finance
Christi (Soderberg) Newman's Prudential Financial Experience June 2012 - Present
Job Connector of people and technology
Industry Financial Services
Experience
Prudential Financial June 2012 - Present
Prudential Financial February 2008 - June 2012
Prudential Financial July 2006 - February 2008
BBC Foundation October 2003 - July 2006
Memorial Health Care System 2001 - 2003
Skills
Management, Project Coordination, Technical Liaison, Retirement, Public Speaking, Marketing, 401k, Leadership, Leadership Development, Training, Process Improvement, Program Management, Financial Services, Volunteer Management, Retirement Planning, Microsoft Excel, Microsoft Word, Microsoft Project
Education
Tennessee Temple University 2001 — 2003
BS, Youth Ministries, Psychology
Word of Life Bible Institute 1999 — 2001
Certificate, Bible
Prudential Financial June 2012 - Present
Prudential Financial February 2008 - June 2012
Prudential Financial July 2006 - February 2008
BBC Foundation October 2003 - July 2006
Memorial Health Care System 2001 - 2003
Skills
Management, Project Coordination, Technical Liaison, Retirement, Public Speaking, Marketing, 401k, Leadership, Leadership Development, Training, Process Improvement, Program Management, Financial Services, Volunteer Management, Retirement Planning, Microsoft Excel, Microsoft Word, Microsoft Project
Education
Tennessee Temple University 2001 — 2003
BS, Youth Ministries, Psychology
Word of Life Bible Institute 1999 — 2001
Certificate, Bible
Robert S Reade Robert S Reade's Prudential Financial Experience July 2000 - May 2001
Job Vice President of Sales
Industry Insurance
Experience
William Raveis-Real Estate, Mortgage, Insurance May 2012 - Present
Connecticut Insurance Services, LLc May 2002 - May 2012
Prudential CT Realty May 2002 - May 2012
Prudential Financial July 2000 - May 2001
Covenant Insurance Company May 1999 - July 2000
Liberty Mutual Insurance 1994 - 1999
MetLife Auto & Home 1989 - 1994
Travelers Insurance 1986 - 1989
Skills
Marketing, Selling, Real Estate, Sales, Insurance, Investment Properties, Sellers, Property & Casualty..., Social Media, Marketing Strategy, Referrals, Coaching, Short Sales, Mortgage Lending, Relocation, Leadership, Social Media Marketing, First Time Home Buyers, Customer Service, Property Management, Condos, Real Estate Transactions, Online Marketing, Sales Management, Residential Homes, Social Networking, Underwriting, Contract Negotiation, Negotiation, Training, Sales Process, New Home Sales, Property, Team Building, Business Strategy, Foreclosures, Customer Retention, Small Business, Single Family Homes, Buyer Representation, Investors, Rentals, Buyers, FHA, Luxury, Listings, REO, Investments
Education
The Graduate Institute 2011 — 2013
Masters of Arts
Texas A&M University-Kingsville 1981 — 1983
Army Navy Academy 1979 — 1981
University of Houston
BA
William Raveis-Real Estate, Mortgage, Insurance May 2012 - Present
Connecticut Insurance Services, LLc May 2002 - May 2012
Prudential CT Realty May 2002 - May 2012
Prudential Financial July 2000 - May 2001
Covenant Insurance Company May 1999 - July 2000
Liberty Mutual Insurance 1994 - 1999
MetLife Auto & Home 1989 - 1994
Travelers Insurance 1986 - 1989
Skills
Marketing, Selling, Real Estate, Sales, Insurance, Investment Properties, Sellers, Property & Casualty..., Social Media, Marketing Strategy, Referrals, Coaching, Short Sales, Mortgage Lending, Relocation, Leadership, Social Media Marketing, First Time Home Buyers, Customer Service, Property Management, Condos, Real Estate Transactions, Online Marketing, Sales Management, Residential Homes, Social Networking, Underwriting, Contract Negotiation, Negotiation, Training, Sales Process, New Home Sales, Property, Team Building, Business Strategy, Foreclosures, Customer Retention, Small Business, Single Family Homes, Buyer Representation, Investors, Rentals, Buyers, FHA, Luxury, Listings, REO, Investments
Education
The Graduate Institute 2011 — 2013
Masters of Arts
Texas A&M University-Kingsville 1981 — 1983
Army Navy Academy 1979 — 1981
University of Houston
BA
Beth McCrohan's Prudential Financial Experience May 1995 - Present
Job Vice President and Senior Corporate Counsel at Prudential Financial
Industry Financial Services
Experience
Prudential Financial May 1995 - Present
Skills
Corporate Law, Claim, Securities, Litigation, Insurance, Securities Regulation, Employee Benefits, ERISA
Education
Temple University - James E. Beasley School of Law 1981 — 1985
Doctor of Law (J.D.)
Ursinus College 1973 — 1977
Bachelor of Arts (B.A.), Political Science and Government
Prudential Financial May 1995 - Present
Skills
Corporate Law, Claim, Securities, Litigation, Insurance, Securities Regulation, Employee Benefits, ERISA
Education
Temple University - James E. Beasley School of Law 1981 — 1985
Doctor of Law (J.D.)
Ursinus College 1973 — 1977
Bachelor of Arts (B.A.), Political Science and Government
Nan Palmero, MBA Nan Palmero, MBA's Prudential Financial Experience May 1997 - September 2006
Job Marketing Manager at Denim Group
Industry Management Consulting
Experience
Denim Group July 2014 - Present
BlackBerry Cool October 2008 - April 2015
Sales by 5 October 2006 - July 2014
Prudential Financial May 1997 - September 2006
Skills
Leadership, Marketing Communications, Strategy, Social Media, Marketing, Business Development, Blackberry, Social Media Marketing, Mobile Technology, Marketing Strategy, Advertising, Sales, Digital Marketing, Team Leadership, Strategic Planning, Start-ups, Training, Project Management, Entrepreneurship, Blogging, Social Networking, Strategic Partnerships, Online Marketing, Time Management, Public Relations, Photography, Digital Photography, Travel Photography, Management, Leadership Development, Team Building, Coaching
Education
Texas A&M University-Corpus Christi 2002 — 2003
MBA, Business
Texas A&M University-Corpus Christi 1997 — 2001
BBA, Business
Denim Group July 2014 - Present
BlackBerry Cool October 2008 - April 2015
Sales by 5 October 2006 - July 2014
Prudential Financial May 1997 - September 2006
Skills
Leadership, Marketing Communications, Strategy, Social Media, Marketing, Business Development, Blackberry, Social Media Marketing, Mobile Technology, Marketing Strategy, Advertising, Sales, Digital Marketing, Team Leadership, Strategic Planning, Start-ups, Training, Project Management, Entrepreneurship, Blogging, Social Networking, Strategic Partnerships, Online Marketing, Time Management, Public Relations, Photography, Digital Photography, Travel Photography, Management, Leadership Development, Team Building, Coaching
Education
Texas A&M University-Corpus Christi 2002 — 2003
MBA, Business
Texas A&M University-Corpus Christi 1997 — 2001
BBA, Business
David Mehler, LUTCF, NQA, MDRT David Mehler, LUTCF, NQA, MDRT's Prudential Financial Experience June 2015 - Present
Job Financial Advisor/Agent/Owner at Mehler & Associates Insurance & Financial Services
Industry Insurance
Experience
Prudential Financial June 2015 - Present
Mehler & Associates Insurance & Financial Services May 2010 - Present
Blue Cross and Blue Shield of North Carolina May 2010 - Present
Three Dogs Animal Sanctuary November 2008 - Present
Knight Mehler Properties, LLC March 2008 - Present
North Carolina Farm Bureau May 2010 - June 2013
Southern Farm Bureau May 2010 - June 2013
State Farm Insurance August 2009 - May 2010
Crown Automotive June 2005 - April 2009
Crown Volvo June 2005 - August 2006
Skills
Financial Planning, Financial Analysis, Financial Management, Insurance, Health Insurance, Disability Insurance, General Insurance, Commercial Insurance, Insurance Planning, Insurance Claims, Property & Casualty..., Property Management, Rental Properties, Term Life Insurance, Long Term Care, Consumer Lending, Commercial Lending, Life Insurance, Individual Life, Permanent Life Insurance, Licensed Life Insurance..., Long Term Care Insurance, Banking, Strategic Financial..., Fixed Annuities, Whole Life, Homeowners, Universal Life, Casualty, Retirement Planning, Retirement, Underwriting, Leadership, Professional Liability, Renters, Sales, Customer Satisfaction, Liability, Financial Services, Umbrella Insurance, Workers Compensation, IRAs, Sales Management, Inland Marine, Marketing, Account Management, Legal Liability, Team Building, Commercial Lines, Claim
Education
NAIFA Leadership In Life Institute 2013 — 2013
LILI, Level 5 Organizational Leadership
The American College 2010 — 2012
LUTCF, Insurance
North Carolina State University 2003 — 2010
B.S, Parks, Recreation and Tourism Management
Wingate University 2001 — 2003
Sport Management
Prudential Financial June 2015 - Present
Mehler & Associates Insurance & Financial Services May 2010 - Present
Blue Cross and Blue Shield of North Carolina May 2010 - Present
Three Dogs Animal Sanctuary November 2008 - Present
Knight Mehler Properties, LLC March 2008 - Present
North Carolina Farm Bureau May 2010 - June 2013
Southern Farm Bureau May 2010 - June 2013
State Farm Insurance August 2009 - May 2010
Crown Automotive June 2005 - April 2009
Crown Volvo June 2005 - August 2006
Skills
Financial Planning, Financial Analysis, Financial Management, Insurance, Health Insurance, Disability Insurance, General Insurance, Commercial Insurance, Insurance Planning, Insurance Claims, Property & Casualty..., Property Management, Rental Properties, Term Life Insurance, Long Term Care, Consumer Lending, Commercial Lending, Life Insurance, Individual Life, Permanent Life Insurance, Licensed Life Insurance..., Long Term Care Insurance, Banking, Strategic Financial..., Fixed Annuities, Whole Life, Homeowners, Universal Life, Casualty, Retirement Planning, Retirement, Underwriting, Leadership, Professional Liability, Renters, Sales, Customer Satisfaction, Liability, Financial Services, Umbrella Insurance, Workers Compensation, IRAs, Sales Management, Inland Marine, Marketing, Account Management, Legal Liability, Team Building, Commercial Lines, Claim
Education
NAIFA Leadership In Life Institute 2013 — 2013
LILI, Level 5 Organizational Leadership
The American College 2010 — 2012
LUTCF, Insurance
North Carolina State University 2003 — 2010
B.S, Parks, Recreation and Tourism Management
Wingate University 2001 — 2003
Sport Management
Trey Stover Trey Stover's Prudential Financial Experience September 2011 - September 2014
Job Retirement Plans Division Manager at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services April 2015 - Present
Prudential Financial September 2011 - September 2014
Prudential Financial February 2008 - September 2011
Prudential Financial June 2002 - February 2008
American Express September 2000 - June 2002
Skills
Marketing Communications, CRM, Retirement, Management, Employee Benefits, Retirement Planning, New Business Development, Defined Benefit, Strategic Planning, Sales, Marketing, Business Development, Salesforce.com, Sales Management, 401k, Financial Services, Investments, Series 63, Retirement Plan..., Qualified Retirement..., Defined Contribution, Employee Training
Education
Texas Lutheran University 1989 — 1993
B.A. Business Administration, Marketing
Edelman Financial Services April 2015 - Present
Prudential Financial September 2011 - September 2014
Prudential Financial February 2008 - September 2011
Prudential Financial June 2002 - February 2008
American Express September 2000 - June 2002
Skills
Marketing Communications, CRM, Retirement, Management, Employee Benefits, Retirement Planning, New Business Development, Defined Benefit, Strategic Planning, Sales, Marketing, Business Development, Salesforce.com, Sales Management, 401k, Financial Services, Investments, Series 63, Retirement Plan..., Qualified Retirement..., Defined Contribution, Employee Training
Education
Texas Lutheran University 1989 — 1993
B.A. Business Administration, Marketing
Kim Knox Kim Knox's Prudential Financial Experience December 2014 - Present
Job National Account Executive at Prudential Financial
Industry Financial Services
Experience
Prudential Financial December 2014 - Present
Prudential Financial March 2014 - December 2014
Prudential Financial 2011 - March 2014
Hartford Life 2005 - 2010
Skills
Relationship Management, Insurance, Risk Management, Disability Insurance, Coaching, Financial Services, Life Insurance, Account Management, Training, Management, Sales, Employee Benefits, Sales Operations
Education
Texas A&M University 1995 — 1999
Bachelor of Science (B.S.), Microbiology, General
Prudential Financial December 2014 - Present
Prudential Financial March 2014 - December 2014
Prudential Financial 2011 - March 2014
Hartford Life 2005 - 2010
Skills
Relationship Management, Insurance, Risk Management, Disability Insurance, Coaching, Financial Services, Life Insurance, Account Management, Training, Management, Sales, Employee Benefits, Sales Operations
Education
Texas A&M University 1995 — 1999
Bachelor of Science (B.S.), Microbiology, General
Elizabeth McCaskill Elizabeth McCaskill's Prudential Financial Experience May 2014 - Present
Job Account Manager, National Accounts at Prudential Financial
Industry Financial Services
Experience
Prudential Financial May 2014 - Present
Prudential Insurance September 2008 - May 2014
Skills
Insurance, Sales, Life Insurance, Account Management, Direct Sales, Customer Retention, Employee Benefits, Relationship Management, Sales Presentations
Education
Texas A&M University
Sociology
Texas A&M University
Bachelor's degree
Prudential Financial May 2014 - Present
Prudential Insurance September 2008 - May 2014
Skills
Insurance, Sales, Life Insurance, Account Management, Direct Sales, Customer Retention, Employee Benefits, Relationship Management, Sales Presentations
Education
Texas A&M University
Sociology
Texas A&M University
Bachelor's degree
Brett Fenton's Prudential Financial Experience February 2009 - August 2009
Job Real Estate Manager at Conrail
Industry Transportation/Trucking/Railroad
Experience
Berkshire Hathaway May 2014 - Present
Conrail May 2011 - Present
R&M Masonry contractors June 2013 - May 2014
Berkadia Commercial Mortgage October 2009 - May 2011
Prudential Financial February 2009 - August 2009
Skills
Real Estate, Real Estate Transactions, Commercial Real Estate, Railroad Engineering, Right of Way, Leases, Boundary Disputes, Environmental Compliance, Accounts Receivable, Payroll, Contract Management
Education
Temple University - Fox School of Business and Management 2003 — 2009
Bachelor of Business Administration (BBA), Finance and Real Estate
Berkshire Hathaway May 2014 - Present
Conrail May 2011 - Present
R&M Masonry contractors June 2013 - May 2014
Berkadia Commercial Mortgage October 2009 - May 2011
Prudential Financial February 2009 - August 2009
Skills
Real Estate, Real Estate Transactions, Commercial Real Estate, Railroad Engineering, Right of Way, Leases, Boundary Disputes, Environmental Compliance, Accounts Receivable, Payroll, Contract Management
Education
Temple University - Fox School of Business and Management 2003 — 2009
Bachelor of Business Administration (BBA), Finance and Real Estate
Jason Sausner's Prudential Financial Experience August 2010 - January 2011
Job AVP, Middle Office Operations Manager at BNP Paribas
Industry Banking
Experience
BNP Paribas March 2015 - Present
BNP Paribas August 2013 - February 2015
BNY Mellon February 2011 - July 2013
Prudential Financial August 2010 - January 2011
Skills
Mutual Funds, Fund Accounting, Bloomberg, Derivatives, Internal Controls, Financial Accounting, client relationship..., Process Improvement &..., Operations Management, Cash Management, Position Reconciliation, Cash Reconciliation, Income Reconciliation, Bank Debt securities, Fixed Income Analysis, Operational Risk..., Portfolio Reconciliation, Corporate Actions, Claims Management, Team Leadership, Financial Analysis, Management, Finance, Microsoft Office, Banking
Education
Temple University - Fox School of Business and Management 2007 — 2010
Bachelor of Business Administration (BBA), Finance
BNP Paribas March 2015 - Present
BNP Paribas August 2013 - February 2015
BNY Mellon February 2011 - July 2013
Prudential Financial August 2010 - January 2011
Skills
Mutual Funds, Fund Accounting, Bloomberg, Derivatives, Internal Controls, Financial Accounting, client relationship..., Process Improvement &..., Operations Management, Cash Management, Position Reconciliation, Cash Reconciliation, Income Reconciliation, Bank Debt securities, Fixed Income Analysis, Operational Risk..., Portfolio Reconciliation, Corporate Actions, Claims Management, Team Leadership, Financial Analysis, Management, Finance, Microsoft Office, Banking
Education
Temple University - Fox School of Business and Management 2007 — 2010
Bachelor of Business Administration (BBA), Finance
Jose Borres Jose Borres's Prudential Financial Experience October 2010 - January 2011
Job Business Analyst
Industry Financial Services
Experience
Comcast Cable May 2015 - Present
Live Nation Entertainment September 2015 - Present
Philadelphia Eagles June 2014 - Present
Thomas Jefferson University November 2011 - August 2014
Thomas Jefferson University Hospital August 2011 - November 2011
Prudential Financial October 2010 - January 2011
Citizens Bank July 2009 - August 2010
Skills
Financial Analysis, Microsoft Excel, PeopleSoft, Data Entry, Budget Monitoring, Procurement, Accounts Payable, Customer Service, Financial Reporting, Data Analysis, Financial Modeling, Analysis, Finance, Sales, Marketing, Access, PowerPoint, Management, Public Speaking, Forecasting, Social Media, Leadership, Microsoft Word, Microsoft Office
Education
Temple University - Fox School of Business and Management 2004 — 2010
Bachlor Of Business Admin, Finance & Real Estate
Comcast Cable May 2015 - Present
Live Nation Entertainment September 2015 - Present
Philadelphia Eagles June 2014 - Present
Thomas Jefferson University November 2011 - August 2014
Thomas Jefferson University Hospital August 2011 - November 2011
Prudential Financial October 2010 - January 2011
Citizens Bank July 2009 - August 2010
Skills
Financial Analysis, Microsoft Excel, PeopleSoft, Data Entry, Budget Monitoring, Procurement, Accounts Payable, Customer Service, Financial Reporting, Data Analysis, Financial Modeling, Analysis, Finance, Sales, Marketing, Access, PowerPoint, Management, Public Speaking, Forecasting, Social Media, Leadership, Microsoft Word, Microsoft Office
Education
Temple University - Fox School of Business and Management 2004 — 2010
Bachlor Of Business Admin, Finance & Real Estate
Diane DeCicco Diane DeCicco's Prudential Financial Experience October 1985 - February 2000
Job Account Executive at Pardee's Agency Inc
Industry Insurance
Experience
Pardee's Agency Inc February 2000 - Present
Prudential Financial October 1985 - February 2000
Prudential Financial October 1985 - February 2000
Skills
Insurance, General Insurance, Commercial Insurance, Property & Casualty..., Underwriting, Liability, Umbrella Insurance, Long-term Care, Commercial Lines, Brokers, Sales, Disability Insurance, Casualty, Legal Liability, Health Insurance, Life Insurance, Professional Liability, Inland Marine, Term Life Insurance, Workers Compensation, Claims Management, Liability Analysis, Claim, Long Term Care Insurance, Retirement Planning, Insurance Brokerage, Health Savings Accounts, Employee Benefits, Employment Practices..., Retirement, Whole Life, Homeowners, Universal Life, Group Insurance, Small Business, Reinsurance, Accident, Fixed Annuities, D&O, Marine Insurance, Estate Planning, Critical Illness, CPCU, Licensed Property &..., Excess, Licensed Life & Health..., Casualty Insurance
Education
The American College 1992 — 1996
CLU, ChFC, Insurance
KHS 1970 — 1973
Pardee's Agency Inc February 2000 - Present
Prudential Financial October 1985 - February 2000
Prudential Financial October 1985 - February 2000
Skills
Insurance, General Insurance, Commercial Insurance, Property & Casualty..., Underwriting, Liability, Umbrella Insurance, Long-term Care, Commercial Lines, Brokers, Sales, Disability Insurance, Casualty, Legal Liability, Health Insurance, Life Insurance, Professional Liability, Inland Marine, Term Life Insurance, Workers Compensation, Claims Management, Liability Analysis, Claim, Long Term Care Insurance, Retirement Planning, Insurance Brokerage, Health Savings Accounts, Employee Benefits, Employment Practices..., Retirement, Whole Life, Homeowners, Universal Life, Group Insurance, Small Business, Reinsurance, Accident, Fixed Annuities, D&O, Marine Insurance, Estate Planning, Critical Illness, CPCU, Licensed Property &..., Excess, Licensed Life & Health..., Casualty Insurance
Education
The American College 1992 — 1996
CLU, ChFC, Insurance
KHS 1970 — 1973
Dana Roland's Prudential Financial Experience 2012 - 2012
Job Corporate Paralegal at Weil, Gotshal & Menges LLP
Industry Law Practice
Experience
Weil, Gotshal & Manges LLP August 2015 - Present
Conquest eDiscovery, LLC October 2014 - August 2015
IP Navigation Group July 2012 - October 2014
Winstead PC March 2011 - February 2012
Prudential Financial 2012 - 2012
SettlePou 2010 - 2011
Akin Gump Strauss Hauer & Feld LLP February 2007 - March 2009
David, Goodman & Madole March 2004 - February 2007
Akin Gump Strauss Hauer & Feld LLP December 2000 - March 2004
Midlothian Independent School District July 1998 - December 2000
Skills
Litigation, Legal Writing, Legal Research, Patents, Civil Litigation, Intellectual Property, Trademarks, Westlaw, Licensing, Commercial Litigation, Corporate Law, Due Diligence, Litigation Support, Document Review, Mergers & Acquisitions
Education
Texas A&M University 1992 — 1998
Bachelor's degree, Kinesiology and Exercise Science
Texas A&M University
Weil, Gotshal & Manges LLP August 2015 - Present
Conquest eDiscovery, LLC October 2014 - August 2015
IP Navigation Group July 2012 - October 2014
Winstead PC March 2011 - February 2012
Prudential Financial 2012 - 2012
SettlePou 2010 - 2011
Akin Gump Strauss Hauer & Feld LLP February 2007 - March 2009
David, Goodman & Madole March 2004 - February 2007
Akin Gump Strauss Hauer & Feld LLP December 2000 - March 2004
Midlothian Independent School District July 1998 - December 2000
Skills
Litigation, Legal Writing, Legal Research, Patents, Civil Litigation, Intellectual Property, Trademarks, Westlaw, Licensing, Commercial Litigation, Corporate Law, Due Diligence, Litigation Support, Document Review, Mergers & Acquisitions
Education
Texas A&M University 1992 — 1998
Bachelor's degree, Kinesiology and Exercise Science
Texas A&M University
Bill Kavanaugh, MSFS, CFP, ChFC, CLU, AEP Bill Kavanaugh, MSFS, CFP, ChFC, CLU, AEP's Prudential Financial Experience August 2001 - November 2002
Job Senior Vice President and Chief Executive Officer, Allstate Financial Services, LLC at Allstate
Industry Financial Services
Experience
Allstate November 2012 - Present
Allstate April 2012 - November 2012
Securian Financial Group August 2006 - April 2012
Securian Financial Group November 2002 - August 2006
Prudential Financial August 2001 - November 2002
John Hancock August 1999 - August 2001
Business Planning Conepts, Inc. November 1993 - August 1999
Skills
Strategy, Life Insurance, Fixed Annuities, Insurance, Series 6, Series 63, Series 7, Financial Services, Variable Annuities, Series 24, Mutual Funds, Leadership, CRM, 401k, Sales Management, Retirement Planning, Financial Advisory, Executive Management, Retirement, Certified Financial..., Series 65, Annuities, Distribution Strategies, CLU, ChFC, Broker-Dealer, AEP, MSFS
Education
The American College 2001 — 2005
Master's Degree, Financial Services
University of North Florida - College of Business Administration 1994 — 1997
Bachelor's Degree, Finance
Allstate November 2012 - Present
Allstate April 2012 - November 2012
Securian Financial Group August 2006 - April 2012
Securian Financial Group November 2002 - August 2006
Prudential Financial August 2001 - November 2002
John Hancock August 1999 - August 2001
Business Planning Conepts, Inc. November 1993 - August 1999
Skills
Strategy, Life Insurance, Fixed Annuities, Insurance, Series 6, Series 63, Series 7, Financial Services, Variable Annuities, Series 24, Mutual Funds, Leadership, CRM, 401k, Sales Management, Retirement Planning, Financial Advisory, Executive Management, Retirement, Certified Financial..., Series 65, Annuities, Distribution Strategies, CLU, ChFC, Broker-Dealer, AEP, MSFS
Education
The American College 2001 — 2005
Master's Degree, Financial Services
University of North Florida - College of Business Administration 1994 — 1997
Bachelor's Degree, Finance
Eddie Romaka Eddie Romaka's Prudential Financial Experience February 2005 - April 2008
Job Vice President of Sales and Business Development at the Bancorp
Industry Investment Management
Experience
The Bancorp November 2013 - Present
ExpertPlan September 2012 - April 2013
ING Investment Management April 2008 - December 2011
Prudential Financial February 2005 - April 2008
PLANCO Hartford April 2003 - February 2005
Education
Texas Tech University 1992 — 1997
Bachelor of Business Administration (BBA), International Business
The Bancorp November 2013 - Present
ExpertPlan September 2012 - April 2013
ING Investment Management April 2008 - December 2011
Prudential Financial February 2005 - April 2008
PLANCO Hartford April 2003 - February 2005
Education
Texas Tech University 1992 — 1997
Bachelor of Business Administration (BBA), International Business
Stephan Slota MBA, ChFC, CLU Stephan Slota MBA, ChFC, CLU's Prudential Financial Experience August 2003 - April 2012
Job Managing risk, minimizing 2 biggest financial mistakes
Industry Financial Services
Experience
Farm Bureau Financial Services October 2013 - Present
Recruit! New Mexico and Sandia Professionals Guild July 2014 - Present
State of New Mexico November 2012 - October 2013
Prudential Financial August 2003 - April 2012
Monte's Pueblo Pipe Shop 1995 - 2007
Flying Star Cafe June 2001 - August 2003
Marriott International October 1989 - June 2001
Skills
Strategy, Business Development, Business Planning, Leadership, Management, Finance, Strategic Planning, Entrepreneurship, Team Building, Time Management, Marketing Strategy, Small Business, Marketing, Financial Analysis, Budgets, Training, Public Speaking, Leadership Development, Process Improvement, Competitive Analysis, Market Analysis, Critical Thinking, Business Strategy, Sales, Proposal Writing, Management Consulting, Executive Management, Investments, Operational Efficiency, Program Evaluation, Forecasting, Quality Assurance, Persuasion, Social Perceptiveness, Team Leadership, Contract Negotiation, Start-ups, Public Relations, Negotiation, New Business Development, Organizational..., Operations Management, Risk Management, Motivation, Fluency of Ideas, Financial Recruiting, Adult Education, Recruiting
Education
The University of New Mexico - Robert O. Anderson School of Management 1996 — 1998
MBA, Management
Tulane University 1986 — 1990
BA, Economics
The American College 2007 — 2011
ChFC, CLU, Chartered Financial Consultant
Leadership Albuquerque 2006 — 2007
St. Michael's High School 1983 — 1986
Farm Bureau Financial Services October 2013 - Present
Recruit! New Mexico and Sandia Professionals Guild July 2014 - Present
State of New Mexico November 2012 - October 2013
Prudential Financial August 2003 - April 2012
Monte's Pueblo Pipe Shop 1995 - 2007
Flying Star Cafe June 2001 - August 2003
Marriott International October 1989 - June 2001
Skills
Strategy, Business Development, Business Planning, Leadership, Management, Finance, Strategic Planning, Entrepreneurship, Team Building, Time Management, Marketing Strategy, Small Business, Marketing, Financial Analysis, Budgets, Training, Public Speaking, Leadership Development, Process Improvement, Competitive Analysis, Market Analysis, Critical Thinking, Business Strategy, Sales, Proposal Writing, Management Consulting, Executive Management, Investments, Operational Efficiency, Program Evaluation, Forecasting, Quality Assurance, Persuasion, Social Perceptiveness, Team Leadership, Contract Negotiation, Start-ups, Public Relations, Negotiation, New Business Development, Organizational..., Operations Management, Risk Management, Motivation, Fluency of Ideas, Financial Recruiting, Adult Education, Recruiting
Education
The University of New Mexico - Robert O. Anderson School of Management 1996 — 1998
MBA, Management
Tulane University 1986 — 1990
BA, Economics
The American College 2007 — 2011
ChFC, CLU, Chartered Financial Consultant
Leadership Albuquerque 2006 — 2007
St. Michael's High School 1983 — 1986
Karlee Franklin Karlee Franklin's Prudential Financial Experience Financial Reporting SpecialistPrudential FinancialSeptember 2015 - Present
Job Financial Reporting Specialist at Prudential Financial
Industry Financial Services
Experience
Prudential Financial Financial Reporting SpecialistPrudential FinancialSeptember 2015 - Present
Prudential Financial May 2014 - September 2015
PFM ASSET MANAGEMENT LLC June 2012 - January 2014
UBS FINANCIAL SERVICES, INC September 2011 - March 2012
THE VANGUARD GROUP, INC May 2011 - August 2011
EASTERN PCM, LLC May 2010 - August 2010
Skills
Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Accounting, Corporate Finance, Financial Reporting, Banking, Economics, Portfolio Management, Research
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor's Degree, Finance
Central Dauphin East High School
High School
Prudential Financial Financial Reporting SpecialistPrudential FinancialSeptember 2015 - Present
Prudential Financial May 2014 - September 2015
PFM ASSET MANAGEMENT LLC June 2012 - January 2014
UBS FINANCIAL SERVICES, INC September 2011 - March 2012
THE VANGUARD GROUP, INC May 2011 - August 2011
EASTERN PCM, LLC May 2010 - August 2010
Skills
Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Accounting, Corporate Finance, Financial Reporting, Banking, Economics, Portfolio Management, Research
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor's Degree, Finance
Central Dauphin East High School
High School
Arthur Rotio Arthur Rotio's Prudential Financial Experience July 1979 - March 2005
Job ASR Signing Services LLC /Consulting
Industry Financial Services
Experience
Garfield Redevelopment Agency July 2015 - Present
ASR Signing Services LLC March 2006 - Present
Garfield Office of Emergency Management January 2002 - Present
Prudential Financial July 1979 - March 2005
Skills
Insurance, Emergency Services, Emergency Management, Policy, Sales, Team Building, Public Speaking, Investments, Budgets, Private Investigations, Criminal Investigations, Loans, EMS, Police, Public Safety, Surveillance, Risk Management, Training, Crisis Management, Leadership, Disaster Response
Education
The American College 1986 — 1993
LUTC FELLOW, Insurance and Financial Services
Garfield Redevelopment Agency July 2015 - Present
ASR Signing Services LLC March 2006 - Present
Garfield Office of Emergency Management January 2002 - Present
Prudential Financial July 1979 - March 2005
Skills
Insurance, Emergency Services, Emergency Management, Policy, Sales, Team Building, Public Speaking, Investments, Budgets, Private Investigations, Criminal Investigations, Loans, EMS, Police, Public Safety, Surveillance, Risk Management, Training, Crisis Management, Leadership, Disaster Response
Education
The American College 1986 — 1993
LUTC FELLOW, Insurance and Financial Services
Elina Lerman, LUTCF Elina Lerman, LUTCF's Prudential Financial Experience October 2006 - July 2011
Job Agent, Transamerica Agency Network
Industry Insurance
Experience
Transamerica Agency Network July 2011 - Present
Prudential Financial October 2006 - July 2011
Skills
Buy-Sell Agreements, Estate Planning, Retirement Planning, Life Insurance, IRA Rollovers, KeyMan Insurance, Premium Financing, Insurance, Long-term Care, Fixed Annuities, Retirement, 401k Rollovers, 401k
Education
The American College 2007 — 2010
LUTCF designation, Life Insurance Industry
UCLA 2002 — 2004
B.A., Mass Communications
UCSB 2000 — 2002
Communications
Beverly Hills High School 1996 — 2000
Transamerica Agency Network July 2011 - Present
Prudential Financial October 2006 - July 2011
Skills
Buy-Sell Agreements, Estate Planning, Retirement Planning, Life Insurance, IRA Rollovers, KeyMan Insurance, Premium Financing, Insurance, Long-term Care, Fixed Annuities, Retirement, 401k Rollovers, 401k
Education
The American College 2007 — 2010
LUTCF designation, Life Insurance Industry
UCLA 2002 — 2004
B.A., Mass Communications
UCSB 2000 — 2002
Communications
Beverly Hills High School 1996 — 2000
Frank Gagliano, CLU,ChFC,CPCU Frank Gagliano, CLU,ChFC,CPCU's Prudential Financial Experience July 2000 - November 2003
Job Vice President & Sr. Managing Director at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance August 2015 - Present
Liberty Mutual Insurance June 2014 - Present
Liberty Mutual Insurance August 2010 - Present
Helmsman Insurance Agency August 2010 - Present
Liberty Mutual October 2007 - August 2010
Liberty Mutual Insurance November 2003 - October 2007
Prudential Financial July 2000 - November 2003
Prudential Financial March 1999 - June 2000
Prudential Financial March 1988 - March 1999
Skills
Sales Management, Strategic Planning, Strategic Partnerships, Contract Negotiation, Marketing Strategy, Forecasting, Risk Management, Property & Casualty..., Insurance, Life Insurance, Retirement Planning, General Insurance, Leadership, Management, Sales, Strategy, Health Insurance, Term Life Insurance
Education
University of Delaware 1982 — 1986
Lerner College of Business and Economics - Finance Major
The American College 1995 — 1999
CLU,ChFC, Professional Designations in Insurance & Financial Services
Liberty Mutual Insurance August 2015 - Present
Liberty Mutual Insurance June 2014 - Present
Liberty Mutual Insurance August 2010 - Present
Helmsman Insurance Agency August 2010 - Present
Liberty Mutual October 2007 - August 2010
Liberty Mutual Insurance November 2003 - October 2007
Prudential Financial July 2000 - November 2003
Prudential Financial March 1999 - June 2000
Prudential Financial March 1988 - March 1999
Skills
Sales Management, Strategic Planning, Strategic Partnerships, Contract Negotiation, Marketing Strategy, Forecasting, Risk Management, Property & Casualty..., Insurance, Life Insurance, Retirement Planning, General Insurance, Leadership, Management, Sales, Strategy, Health Insurance, Term Life Insurance
Education
University of Delaware 1982 — 1986
Lerner College of Business and Economics - Finance Major
The American College 1995 — 1999
CLU,ChFC, Professional Designations in Insurance & Financial Services
Jeff Kacal, CFP® Jeff Kacal, CFP®'s Prudential Financial Experience December 1999 - May 2005
Job Managing Director at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors January 2014 - Present
LPL May 2005 - March 2007
Prudential Financial December 1999 - May 2005
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Retirement, Investments, Strategic Financial..., Mutual Funds, Finance, Financial Planning, Risk Management, Financial Analysis, Personal Financial..., Securities, Portfolio Management, Financial Services, Wealth Management..., Bonds, Series 7, 401k Rollovers, Investment Strategies
Education
Texas A&M University 1992 — 1996
BS, Marketing
Mercer Advisors January 2014 - Present
LPL May 2005 - March 2007
Prudential Financial December 1999 - May 2005
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Retirement, Investments, Strategic Financial..., Mutual Funds, Finance, Financial Planning, Risk Management, Financial Analysis, Personal Financial..., Securities, Portfolio Management, Financial Services, Wealth Management..., Bonds, Series 7, 401k Rollovers, Investment Strategies
Education
Texas A&M University 1992 — 1996
BS, Marketing
Shelby Buchman's Prudential Financial Experience June 2011 - August 2011
Job Financial Analyst
Industry Accounting
Experience
PPL Corporation January 2013 - Present
St. Luke's Hospital October 2012 - December 2012
Manheim May 2012 - October 2012
Prudential Financial June 2011 - August 2011
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Sales, Leadership, Management, Social Media, Time Management
Education
Temple University - Fox School of Business and Management 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.29
PPL Corporation January 2013 - Present
St. Luke's Hospital October 2012 - December 2012
Manheim May 2012 - October 2012
Prudential Financial June 2011 - August 2011
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Sales, Leadership, Management, Social Media, Time Management
Education
Temple University - Fox School of Business and Management 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.29
Kimberly Ramos Kimberly Ramos's Prudential Financial Experience June 2005 - August 2005
Job Senior Manager, Benefits at Amgen
Industry Biotechnology
Experience
Amgen November 2013 - Present
Towers Watson June 2006 - October 2013
Prudential Financial June 2005 - August 2005
Skills
Insurance, Pension Administration, Pensions, Health Insurance, HR Consulting, Defined Benefit, Actuarial Science, Employee Benefits, Management Consulting, Executive Pay, Data Analysis, Strategy, Leadership, Human Resources
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration (BBA), Risk Management and Insurance - Employee Benefits / Human Resources
Amgen November 2013 - Present
Towers Watson June 2006 - October 2013
Prudential Financial June 2005 - August 2005
Skills
Insurance, Pension Administration, Pensions, Health Insurance, HR Consulting, Defined Benefit, Actuarial Science, Employee Benefits, Management Consulting, Executive Pay, Data Analysis, Strategy, Leadership, Human Resources
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration (BBA), Risk Management and Insurance - Employee Benefits / Human Resources
Bill Izor,CLU,ChFC,CFP Bill Izor,CLU,ChFC,CFP's Prudential Financial Experience October 2001 - February 2012
Job Regional Vice President at SBLI of Massachusetts
Industry Insurance
Experience
SBLI of Massachusetts March 2013 - Present
William Izor, CFP December 2012 - March 2013
American Brokerage Centers September 2012 - December 2012
Prudential Financial October 2001 - February 2012
Penn Mutual August 1981 - February 2001
Skills
FINRA Series 7,24,62 &..., Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance, Term Life Insurance, Brokers, Series 7, Health Insurance, Retirement Planning, Series 6, Retirement, Series 63, 401k, Underwriting, Mutual Funds, Employee Benefits, Estate Planning, Wealth Management, Securities, Universal Life, Pensions, Investments, Strategic Financial..., Long Term Care Insurance, Whole Life, IRAs, FINRA, Variable Annuities, Investment Advisory, Financial Planners, Asset Allocation, Series 24, Relationship Management, Asset Management, 401k Rollovers, General Insurance, Defined Benefit, Sales Presentations, Account Management, Personal Financial..., Wealth, Financial Services, Critical Illness, Wealth Accumulation, Investment Strategies, Separately Managed..., Health Savings Accounts, Series 65
Education
The American College
SBLI of Massachusetts March 2013 - Present
William Izor, CFP December 2012 - March 2013
American Brokerage Centers September 2012 - December 2012
Prudential Financial October 2001 - February 2012
Penn Mutual August 1981 - February 2001
Skills
FINRA Series 7,24,62 &..., Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance, Term Life Insurance, Brokers, Series 7, Health Insurance, Retirement Planning, Series 6, Retirement, Series 63, 401k, Underwriting, Mutual Funds, Employee Benefits, Estate Planning, Wealth Management, Securities, Universal Life, Pensions, Investments, Strategic Financial..., Long Term Care Insurance, Whole Life, IRAs, FINRA, Variable Annuities, Investment Advisory, Financial Planners, Asset Allocation, Series 24, Relationship Management, Asset Management, 401k Rollovers, General Insurance, Defined Benefit, Sales Presentations, Account Management, Personal Financial..., Wealth, Financial Services, Critical Illness, Wealth Accumulation, Investment Strategies, Separately Managed..., Health Savings Accounts, Series 65
Education
The American College
Mark S. Rodriguez Mark S. Rodriguez's Prudential Financial Experience 1998 - 1999
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2010 - Present
Ameriprise Financial September 2007 - June 2010
MGL Consulting 2005 - 2007
American Express Financial Advisors May 2000 - July 2004
Prudential Financial 1998 - 1999
Texas State Securities Board 1995 - 1998
Education
Texas State University-San Marcos 1987 — 1992
Bachelor of Administration, Accouting
Ameriprise Financial June 2010 - Present
Ameriprise Financial September 2007 - June 2010
MGL Consulting 2005 - 2007
American Express Financial Advisors May 2000 - July 2004
Prudential Financial 1998 - 1999
Texas State Securities Board 1995 - 1998
Education
Texas State University-San Marcos 1987 — 1992
Bachelor of Administration, Accouting
Daryl Graham, CFP, ChFC, CLU Daryl Graham, CFP, ChFC, CLU's Prudential Financial Experience January 1989 - July 1996
Job Retirement Planning Specialist
Industry Financial Services
Experience
Triad Advisors 2006 - Present
FINANCIAL IMPROVEMENT TECHNIQUES, LLC (FIT) June 1996 - Present
MetLife July 1996 - February 2006
Prudential Financial January 1989 - July 1996
Skills
Retirement Planning, Investment Advisory, Securities, Strategic Financial..., Insurance, Mutual Funds, Financial Planners, Retirement, Investments, Financial Planning, 401k, Financial Advisory, Tax, Small Business, Wealth, Life Insurance, Finance, Long-term Care, Financial Services, Management
Education
The American College 1988 — 1991
Chartered Financial Consultant, Chartered Life Underwriter, Investments and Securities, Life Insurance & Annuities
University of Central Florida - College of Business Administration 1969 — 1973
Bachelor of Science (B.S.), Accounting and Business/Management
Triad Advisors 2006 - Present
FINANCIAL IMPROVEMENT TECHNIQUES, LLC (FIT) June 1996 - Present
MetLife July 1996 - February 2006
Prudential Financial January 1989 - July 1996
Skills
Retirement Planning, Investment Advisory, Securities, Strategic Financial..., Insurance, Mutual Funds, Financial Planners, Retirement, Investments, Financial Planning, 401k, Financial Advisory, Tax, Small Business, Wealth, Life Insurance, Finance, Long-term Care, Financial Services, Management
Education
The American College 1988 — 1991
Chartered Financial Consultant, Chartered Life Underwriter, Investments and Securities, Life Insurance & Annuities
University of Central Florida - College of Business Administration 1969 — 1973
Bachelor of Science (B.S.), Accounting and Business/Management
Anne Johns, CFP®, ChFC, CLU's Prudential Financial Experience June 1985 - October 1990
Job Partner at Thrivent Financial ► Recruiting Top Sales Talent to Help Individuals Be Wise With Money + Live Generously
Industry Financial Services
Experience
Thrivent Financial November 2012 - Present
Thrivent Financial 2002 - 2012
Thrivent Financial 2000 - 2002
Thrivent Financial 1990 - 2000
Prudential Financial June 1985 - October 1990
Skills
Insurance, Investment Strategies, Financial Analysis, Retirment Income..., Recruting and Training, Leadership, Team Leadership, Sales Management, Sales Presentations
Education
Wittenberg University 1979 — 1983
BA
The American College
ChFC, CLU, Financial Services
Thrivent Financial November 2012 - Present
Thrivent Financial 2002 - 2012
Thrivent Financial 2000 - 2002
Thrivent Financial 1990 - 2000
Prudential Financial June 1985 - October 1990
Skills
Insurance, Investment Strategies, Financial Analysis, Retirment Income..., Recruting and Training, Leadership, Team Leadership, Sales Management, Sales Presentations
Education
Wittenberg University 1979 — 1983
BA
The American College
ChFC, CLU, Financial Services
Richard Hanson's Prudential Financial Experience September 2013 - November 2014
Job Account Development Representative at RSA, The Security Division of EMC
Industry Information Technology and Services
Experience
RSA, The Security Division of EMC December 2014 - Present
Prudential Financial September 2013 - November 2014
Prudential Financial May 2012 - August 2013
Social Axel August 2011 - May 2012
ChatterBlast Media September 2010 - April 2011
Skills
Pre-sales, Lead Generation, Cold Calling, Social Media, Social Media Marketing, Marketing, Editing, Management, SEO, Microsoft Office, Customer Service, Social Networking, PowerPoint
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor's Degree, Finance
Nashua High School North 2006 — 2010
RSA, The Security Division of EMC December 2014 - Present
Prudential Financial September 2013 - November 2014
Prudential Financial May 2012 - August 2013
Social Axel August 2011 - May 2012
ChatterBlast Media September 2010 - April 2011
Skills
Pre-sales, Lead Generation, Cold Calling, Social Media, Social Media Marketing, Marketing, Editing, Management, SEO, Microsoft Office, Customer Service, Social Networking, PowerPoint
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor's Degree, Finance
Nashua High School North 2006 — 2010
Holly Mihal CFP® CPWA®'s Prudential Financial Experience August 1999 - October 2002
Job Certified Financial Planner® Certified Private Wealth Advisor® In Transition, Recently Relocated to Kansas City Area
Industry Financial Services
Experience
In Transition, Recently Relocated to Kansas City Area June 2015 - Present
Raymond James and Associates Inc June 2011 - May 2015
Wells Fargo Advisors Financial Network January 2009 - December 2010
Fifth Third Bancorp, Inc October 2002 - February 2009
Prudential Financial August 1999 - October 2002
Skills
Leadership, Wealth, Small Business, High Net Worth..., Training, Team Building, Social Media Marketing, Relationship Management, Financial Services, Asset Management, Estate Planning, Finance, Financial Advisory, Financial Planning, Management, Investments, Retirement, Portfolio Management, Mutual Funds, Fixed Annuities, Wealth Management, Series 7, Retirement Planning
Education
The American College 2002 — 2004
Certified Financial Planner® Curriculum
Wright State University 1996 — 1999
Bachelor of Science (B.S.), Finance, Spanish, International Business
Vandalia Butler
In Transition, Recently Relocated to Kansas City Area June 2015 - Present
Raymond James and Associates Inc June 2011 - May 2015
Wells Fargo Advisors Financial Network January 2009 - December 2010
Fifth Third Bancorp, Inc October 2002 - February 2009
Prudential Financial August 1999 - October 2002
Skills
Leadership, Wealth, Small Business, High Net Worth..., Training, Team Building, Social Media Marketing, Relationship Management, Financial Services, Asset Management, Estate Planning, Finance, Financial Advisory, Financial Planning, Management, Investments, Retirement, Portfolio Management, Mutual Funds, Fixed Annuities, Wealth Management, Series 7, Retirement Planning
Education
The American College 2002 — 2004
Certified Financial Planner® Curriculum
Wright State University 1996 — 1999
Bachelor of Science (B.S.), Finance, Spanish, International Business
Vandalia Butler
Russell Fields Russell Fields's Prudential Financial Experience October 1998 - May 1999
Job Risk | Technology | Healthcare | Finance | Management & Consulting
Industry Insurance
Experience
Healthesystems May 2011 - May 2014
Healthesystems July 2009 - May 2011
Healthesystems March 2009 - July 2009
CS STARS May 2003 - March 2009
MetLife June 2002 - March 2003
MetLife April 2001 - June 2002
Prudential Financial October 1998 - May 1999
Skills
Vendor Management, Process Improvement, Insurance, Business Analysis, SharePoint, Account Management, Financial Analysis, Project Management, Financial Services, Forecasting, Healthcare, Managed Care, Product Management, Risk Management, Management, Business Process, Product Development, Business Process...
Education
Texas Tech University 1999 — 2000
Master of Business Administration (MBA), Finance, General
Texas Tech University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Economics
Healthesystems May 2011 - May 2014
Healthesystems July 2009 - May 2011
Healthesystems March 2009 - July 2009
CS STARS May 2003 - March 2009
MetLife June 2002 - March 2003
MetLife April 2001 - June 2002
Prudential Financial October 1998 - May 1999
Skills
Vendor Management, Process Improvement, Insurance, Business Analysis, SharePoint, Account Management, Financial Analysis, Project Management, Financial Services, Forecasting, Healthcare, Managed Care, Product Management, Risk Management, Management, Business Process, Product Development, Business Process...
Education
Texas Tech University 1999 — 2000
Master of Business Administration (MBA), Finance, General
Texas Tech University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Economics
Frank M Campbell's Prudential Financial Experience 1973 - 2006
Job Stratus Financial Partners
Industry Insurance
Experience
Stratus Financial Partners 2011 - Present
Trinity Financial Partners 2006 - 2011
Prudential Financial 1973 - 2006
Skills
Insurance..., Charitable Gifts of..., Estate Planning, Business Planning..., Financial Services, Strategic Financial..., Small Business, Risk Management, Business Planning, Disability Insurance, Fixed Annuities, Insurance, Life Insurance, Financial Advisory
Education
State University of New York at Buffalo 1971 — 1973
Bachelor's degree, Political Science and Government
The American College
Chartered Life Underwriter
The American College
Chartered Financial Consultant
Stratus Financial Partners 2011 - Present
Trinity Financial Partners 2006 - 2011
Prudential Financial 1973 - 2006
Skills
Insurance..., Charitable Gifts of..., Estate Planning, Business Planning..., Financial Services, Strategic Financial..., Small Business, Risk Management, Business Planning, Disability Insurance, Fixed Annuities, Insurance, Life Insurance, Financial Advisory
Education
State University of New York at Buffalo 1971 — 1973
Bachelor's degree, Political Science and Government
The American College
Chartered Life Underwriter
The American College
Chartered Financial Consultant
Zahra Safa Zahra Safa's Prudential Financial Experience June 2012 - August 2012
Job Tax Associate at PwC
Industry Accounting
Experience
PwC October 2014 - Present
LIMERICK DINER/RESTAURANT January 2008 - October 2014
CENTER FOR STUDENT PROFESSIONAL DEVELOPMENT August 2011 - May 2014
PwC June 2013 - August 2013
DIVINO'S PIZZERIA January 2008 - June 2013
Prudential Financial June 2012 - August 2012
Campaign for Working Families August 2011 - April 2012
UGI/AMERIGAS May 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Customer Service, Public Speaking, Access, Outlook, Data Entry, Leadership, Account Reconciliation, Microsoft Excel, Nonprofits, Event Planning, Microsoft Word, Data Analysis, Excel, Word, Spanish, Dreamweaver, Team Leadership, Training, Time Management, Teamwork, Management, Process Improvement, Auditing, Recruiting
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (BBA), Accounting, Graduate
PwC October 2014 - Present
LIMERICK DINER/RESTAURANT January 2008 - October 2014
CENTER FOR STUDENT PROFESSIONAL DEVELOPMENT August 2011 - May 2014
PwC June 2013 - August 2013
DIVINO'S PIZZERIA January 2008 - June 2013
Prudential Financial June 2012 - August 2012
Campaign for Working Families August 2011 - April 2012
UGI/AMERIGAS May 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Customer Service, Public Speaking, Access, Outlook, Data Entry, Leadership, Account Reconciliation, Microsoft Excel, Nonprofits, Event Planning, Microsoft Word, Data Analysis, Excel, Word, Spanish, Dreamweaver, Team Leadership, Training, Time Management, Teamwork, Management, Process Improvement, Auditing, Recruiting
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (BBA), Accounting, Graduate
Rev. Dr. Emily Pardue's Prudential Financial Experience July 2007 - October 2008
Job Spiritual Director/ Consultant in Formational Counseling
Industry Religious Institutions
Experience
JAIA Sisters Ministries,Inc January 2009 - Present
JAIA Sisters Ministries, Inc June 2002 - Present
Ashland Theological Seminary October 2002 - July 2013
Apex School of Theology 2012 - 2013
Ashland Theological Seminary February 2006 - April 2011
National Council of Churches February 2009 - August 2009
Tabernacle M.B. Church 1987 - 2009
Prudential Financial July 2007 - October 2008
Every Child Counts, Marsh Harbour, Abaco, Bahamas 2003 - 2007
Naional Baptist Convention,USA, Inc 2001 - 2007
Skills
Public Speaking, Spiritual Direction, Mediation, Drama, Negotiation, Writing, Teaching, Counseling, Administration, Coaching, Editing, Mentoring, Problem Solving, Excel, PowerPoint, Theology, Creative Writing, Blogging, Higher Education, Curriculum Development, Workshop Facilitation, Church Events, Policy, Social Networking, Psychotherapy, Strategic Planning, Public Relations, Volunteer Management, Microsoft Excel, Budgets, Leadership, System Administration, Project Management, Proposal Writing, Grant Writing, Program Development, Organizational..., Event Planning, Research, Published Author, Staff Development, Team Building, Training, Conflict Resolution, Religion, Preaching, Leadership Development, Motivational Speaking, Workshops, Adult Education
Education
Ashland Theological Seminary 2002 — 2005
Doctor of Ministry, Formational Counseling
Ashland Theological Seminary 1998 — 2002
Master of Divinity
University of Tennessee-Knoxville 1979 — 1983
Computer Science
Tennessee State University 1968 — 1969
Health, Physical Education & Recreation
Tennessee State University 1968 — 1969
Health, Physical Education & Recreation
JAIA Sisters Ministries,Inc January 2009 - Present
JAIA Sisters Ministries, Inc June 2002 - Present
Ashland Theological Seminary October 2002 - July 2013
Apex School of Theology 2012 - 2013
Ashland Theological Seminary February 2006 - April 2011
National Council of Churches February 2009 - August 2009
Tabernacle M.B. Church 1987 - 2009
Prudential Financial July 2007 - October 2008
Every Child Counts, Marsh Harbour, Abaco, Bahamas 2003 - 2007
Naional Baptist Convention,USA, Inc 2001 - 2007
Skills
Public Speaking, Spiritual Direction, Mediation, Drama, Negotiation, Writing, Teaching, Counseling, Administration, Coaching, Editing, Mentoring, Problem Solving, Excel, PowerPoint, Theology, Creative Writing, Blogging, Higher Education, Curriculum Development, Workshop Facilitation, Church Events, Policy, Social Networking, Psychotherapy, Strategic Planning, Public Relations, Volunteer Management, Microsoft Excel, Budgets, Leadership, System Administration, Project Management, Proposal Writing, Grant Writing, Program Development, Organizational..., Event Planning, Research, Published Author, Staff Development, Team Building, Training, Conflict Resolution, Religion, Preaching, Leadership Development, Motivational Speaking, Workshops, Adult Education
Education
Ashland Theological Seminary 2002 — 2005
Doctor of Ministry, Formational Counseling
Ashland Theological Seminary 1998 — 2002
Master of Divinity
University of Tennessee-Knoxville 1979 — 1983
Computer Science
Tennessee State University 1968 — 1969
Health, Physical Education & Recreation
Tennessee State University 1968 — 1969
Health, Physical Education & Recreation
Frank B. Miller, Jr. CLU, ChFC's Prudential Financial Experience September 2011 - July 2013
Job Consultant
Industry Financial Services
Experience
Kforce Inc August 2014 - Present
Wells Fargo Advisors October 2013 - February 2014
Prudential Financial September 2011 - July 2013
MetLife January 2008 - September 2011
Skills
FINRA Licenses - 4, 6,..., NJ State Life & Health, Retirement, Retirement Planning, Disability Insurance, Insurance, Fixed Annuities, Long-term Care, Succession Planning, Employee Benefits, Leadership Development, Life Insurance, 401k, Term Life Insurance, Coaching, Estate Planning, Health Insurance, Financial Services, IRAs, Strategic Planning, Investments, Executive Coaching, Wealth, Financial Advisory
Education
The American College 2011 — 2012
CLU, ChFC
Saint Mary's College of Maryland 1986 — 1990
Bachelor of Arts (B.A.), Counseling Psychology
Kforce Inc August 2014 - Present
Wells Fargo Advisors October 2013 - February 2014
Prudential Financial September 2011 - July 2013
MetLife January 2008 - September 2011
Skills
FINRA Licenses - 4, 6,..., NJ State Life & Health, Retirement, Retirement Planning, Disability Insurance, Insurance, Fixed Annuities, Long-term Care, Succession Planning, Employee Benefits, Leadership Development, Life Insurance, 401k, Term Life Insurance, Coaching, Estate Planning, Health Insurance, Financial Services, IRAs, Strategic Planning, Investments, Executive Coaching, Wealth, Financial Advisory
Education
The American College 2011 — 2012
CLU, ChFC
Saint Mary's College of Maryland 1986 — 1990
Bachelor of Arts (B.A.), Counseling Psychology
Jereme Brisco Jereme Brisco's Prudential Financial Experience August 2001 - October 2004
Job Senior Wealth Manager
Industry Financial Services
Experience
USAA Wealth Management November 2009 - Present
USAA November 2007 - November 2009
USAA November 2004 - November 2007
Prudential Financial August 2001 - October 2004
Skills
Retirement Income..., Retirement Planning, Wealth Management, Series 7, Estate Planning, Investment Strategies, Retirement, Strategic Financial..., Investments, Portfolio Management, Wealth, Financial Planning, Fixed Annuities, High Net Worth..., Insurance, Life Insurance, Mutual Funds, Securities, Series 63, Wealth Management..., Financial Services
Education
Cannon Financial 2008 — 2008
CWS, Certified Wealth Strategist
Certified Financial Planner Board of Standards 2007 — 2007
CFP, Certified Financial Planner
Tennessee Temple University 1993 — 1997
Bachelor of Science, Psychology
USAA Wealth Management November 2009 - Present
USAA November 2007 - November 2009
USAA November 2004 - November 2007
Prudential Financial August 2001 - October 2004
Skills
Retirement Income..., Retirement Planning, Wealth Management, Series 7, Estate Planning, Investment Strategies, Retirement, Strategic Financial..., Investments, Portfolio Management, Wealth, Financial Planning, Fixed Annuities, High Net Worth..., Insurance, Life Insurance, Mutual Funds, Securities, Series 63, Wealth Management..., Financial Services
Education
Cannon Financial 2008 — 2008
CWS, Certified Wealth Strategist
Certified Financial Planner Board of Standards 2007 — 2007
CFP, Certified Financial Planner
Tennessee Temple University 1993 — 1997
Bachelor of Science, Psychology
Edwin G. Colvin, Jr., CLU Edwin G. Colvin, Jr., CLU's Prudential Financial Experience December 1984 - October 1999
Job Wealth Advisor/Partner
Industry Financial Services
Experience
Strategic Bundles LLC October 2008 - Present
Pinnacle Insurance & Financial Services, LLC. June 2008 - Present
Colvin Kazinec & Associates November 1999 - December 2008
Prudential Financial December 1984 - October 1999
Skills
Investment Advisory, Retirement Income..., Financial Modeling, Insurance Planning, Protection, Investments, Estate Planning, Wealth, Retirement Planning, Small Business, Risk Management, Wealth Transfer, Long Term Care, Wealth Accumulation, Disability Insurance, Long-term Care, Retirement, Financial Planners, Insurance, Wealth Management, 401k, FINRA, Financial Advisory, IRAs, Securities, Underwriting, Fixed Annuities, Life Insurance, Long Term Care Insurance, Series 6, Term Life Insurance, Financial Services, Universal Life, Whole Life, Financial Planning
Education
The American College 2000 — 2002
CLU/ChFC (active), Insurance/Financial Planning
University of Georgia - Terry College of Business 1981 — 1984
BBA, Risk Management & Insurance
Strategic Bundles LLC October 2008 - Present
Pinnacle Insurance & Financial Services, LLC. June 2008 - Present
Colvin Kazinec & Associates November 1999 - December 2008
Prudential Financial December 1984 - October 1999
Skills
Investment Advisory, Retirement Income..., Financial Modeling, Insurance Planning, Protection, Investments, Estate Planning, Wealth, Retirement Planning, Small Business, Risk Management, Wealth Transfer, Long Term Care, Wealth Accumulation, Disability Insurance, Long-term Care, Retirement, Financial Planners, Insurance, Wealth Management, 401k, FINRA, Financial Advisory, IRAs, Securities, Underwriting, Fixed Annuities, Life Insurance, Long Term Care Insurance, Series 6, Term Life Insurance, Financial Services, Universal Life, Whole Life, Financial Planning
Education
The American College 2000 — 2002
CLU/ChFC (active), Insurance/Financial Planning
University of Georgia - Terry College of Business 1981 — 1984
BBA, Risk Management & Insurance
Arne Sten, LUTCF Arne Sten, LUTCF's Prudential Financial Experience January 1974 - May 1991
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2005 - Present
The MONY Group April 2000 - June 2005
NAIFA- Pennsylvania 1998 - 2005
Mass Mutual May 1991 - April 2000
Prudential Financial January 1974 - May 1991
North Allegheny School District August 1972 - January 1974
Skills
State mutual fund..., State strategic..., State 401K distribution..., State Fixed annuity..., State LTC insurance..., State insurance planning, State life insurance..., State Asset protection..., State portfolio..., State disability..., State Investment...
Education
West Virginia University 1968 — 1972
BS, Education
The American College 1984 — 1989
LUTCF, Finance & Economics
AXA Advisors June 2005 - Present
The MONY Group April 2000 - June 2005
NAIFA- Pennsylvania 1998 - 2005
Mass Mutual May 1991 - April 2000
Prudential Financial January 1974 - May 1991
North Allegheny School District August 1972 - January 1974
Skills
State mutual fund..., State strategic..., State 401K distribution..., State Fixed annuity..., State LTC insurance..., State insurance planning, State life insurance..., State Asset protection..., State portfolio..., State disability..., State Investment...
Education
West Virginia University 1968 — 1972
BS, Education
The American College 1984 — 1989
LUTCF, Finance & Economics
Cynthia Mark Cynthia Mark's Prudential Financial Experience 1999 - 2004
Job Associate Benefits Consultant at WJ Alexander & Associates, P.C.
Industry Insurance
Experience
WJ Alexander & Associates, P.C. June 2005 - Present
Congregation Beth Yeshurun 1974 - 2011
Prudential Financial 1999 - 2004
ASO North America 1997 - 1999
First Health 1996 - 1997
Mutual of Omaha 1992 - 1996
Skills
Excel, PowerPoint
Education
Texas A&M University 1986 — 1990
BBA, Management
Wharton School, University of Pennsylvania
CEBS, Insurance
WJ Alexander & Associates, P.C. June 2005 - Present
Congregation Beth Yeshurun 1974 - 2011
Prudential Financial 1999 - 2004
ASO North America 1997 - 1999
First Health 1996 - 1997
Mutual of Omaha 1992 - 1996
Skills
Excel, PowerPoint
Education
Texas A&M University 1986 — 1990
BBA, Management
Wharton School, University of Pennsylvania
CEBS, Insurance
Matt Voelker Matt Voelker's Prudential Financial Experience August 2000 - May 2003
Job Vice President, Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2015 - 2015
Fidelity Investments 2015 - 2015
The Prudential Insurance Company of America May 2003 - October 2014
Prudential Financial August 2000 - May 2003
Prudential Financial January 1997 - August 2000
Prudential Financial November 1991 - January 1997
Prudential Financial May 1990 - November 1991
Skills
Marketing, Customer Retention, Leadership, Recruiting, Sales Operations, Sales, Insurance, Strategic Planning, Talent Management, Management, Sales Management, Fixed Annuities
Education
Michigan State University 1985 — 1990
BA, Advertising
The American College
Life Underwriters Training Council
The American College
Chartered life Underwriter Designation
Fidelity Investments 2015 - 2015
Fidelity Investments 2015 - 2015
The Prudential Insurance Company of America May 2003 - October 2014
Prudential Financial August 2000 - May 2003
Prudential Financial January 1997 - August 2000
Prudential Financial November 1991 - January 1997
Prudential Financial May 1990 - November 1991
Skills
Marketing, Customer Retention, Leadership, Recruiting, Sales Operations, Sales, Insurance, Strategic Planning, Talent Management, Management, Sales Management, Fixed Annuities
Education
Michigan State University 1985 — 1990
BA, Advertising
The American College
Life Underwriters Training Council
The American College
Chartered life Underwriter Designation
Heather Bosse Heather Bosse's Prudential Financial Experience 2006 - 2007
Job Agent at Heather Bosse State Farm
Industry Insurance
Experience
Heather Bosse State Farm January 2008 - Present
Prudential Financial 2006 - 2007
Skills
Life Insurance, Homeowners, Disability Insurance, Small Business, Long-term Care, General Insurance, Universal Life, Whole Life, Retirement Planning, Insurance, Workers Compensation, Underwriting
Education
The American College 2003 — 2010
CFP, ChFC, CLU and CASL Curriculum
University of North Florida 2002 — 2002
MBA, Business Administration
University of Florida 1996 — 2000
BA, Business Administration
Heather Bosse State Farm January 2008 - Present
Prudential Financial 2006 - 2007
Skills
Life Insurance, Homeowners, Disability Insurance, Small Business, Long-term Care, General Insurance, Universal Life, Whole Life, Retirement Planning, Insurance, Workers Compensation, Underwriting
Education
The American College 2003 — 2010
CFP, ChFC, CLU and CASL Curriculum
University of North Florida 2002 — 2002
MBA, Business Administration
University of Florida 1996 — 2000
BA, Business Administration
Matthew Segura Matthew Segura's Prudential Financial Experience September 2003 - December 2003
Job Internal Auditor at Texas Juvenile Justice Department (TJJD)
Industry Nonprofit Organization Management
Experience
Texas Juvenile Justice Department (TJJD) June 2014 - Present
Hamilton Valley Management February 2013 - May 2014
Housing Authority of the City of Austin October 2011 - February 2013
Wonders and Worries January 2010 - December 2011
Southwest Housing Compliance Corporation February 2006 - October 2011
Prudential Financial September 2003 - December 2003
Skills
Auditing, Policy, Analysis, Public Speaking, Customer Service, Budgets, Affordable Housing, Government, HUD, Asset Management, Program Management, Contract Management, Fair Housing, Training, Access, Leadership, Microsoft Excel, Management, Marketing, Event Planning
Education
Texas State University-San Marcos 2001 — 2005
BBA, Finance
Texas State Univeristy-San Marcos
BBS, Finance, General
Texas Juvenile Justice Department (TJJD) June 2014 - Present
Hamilton Valley Management February 2013 - May 2014
Housing Authority of the City of Austin October 2011 - February 2013
Wonders and Worries January 2010 - December 2011
Southwest Housing Compliance Corporation February 2006 - October 2011
Prudential Financial September 2003 - December 2003
Skills
Auditing, Policy, Analysis, Public Speaking, Customer Service, Budgets, Affordable Housing, Government, HUD, Asset Management, Program Management, Contract Management, Fair Housing, Training, Access, Leadership, Microsoft Excel, Management, Marketing, Event Planning
Education
Texas State University-San Marcos 2001 — 2005
BBA, Finance
Texas State Univeristy-San Marcos
BBS, Finance, General
Alex Barnwell Alex Barnwell's Prudential Financial Experience March 2006 - April 2007
Job Agency Owner Barnwell Insurance
Industry Insurance
Experience
Horace Mann June 2012 - Present
Barnwell Insurance / Dream Achievement Consulting Group, LLC November 2009 - Present
Send Out Cards June 2010 - November 2013
Traeger Grills 2010 - August 2012
Bankers Life & Casualty June 2009 - November 2009
Farmers Insurance February 2009 - June 2009
Profit Plans, LLC March 2008 - February 2009
Profit Plans, LLC March 2008 - February 2009
Allstate Financial Services, LLC April 2007 - March 2008
Prudential Financial March 2006 - April 2007
Skills
Tennesse Consolidated..., Retirement Income..., Retirement Forecasting, Property & Casualty..., Educator Benefits, Multi-generational..., Tax Diversified Savings, Discriminatory Benefit..., Retirement, Tax, Forecasting, Savings, Recruiting, Investments, Employee Benefits, Finance, Term Life Insurance, Fixed Annuities, Wealth Management, Sales Management, Life Insurance, Time Management, Sales, Insurance, Sales Presentations, Retail, Retirement Planning, Training, Long-term Care, Financial Advisory, Wealth, 401k, Small Business, Disability Insurance, Series 6, Personal Finance, Strategic Financial..., Financial Services, Mutual Funds, Long Term Care Insurance, IRAs, Estate Planning, Management, Underwriting, Financial Planners, Business Planning, Portfolio Management, Whole Life, Medicare, Consulting
Education
The American College 1986 — 2009
ChFC, CLU, CASL, CLF, LUTCF, Financial Services
Western Carolina University 1980 — 1984
BS, Sports Management
McDowell High School 1978 — 1980
Deploma, College Prep
McDowell High School 1978 — 1980
Horace Mann June 2012 - Present
Barnwell Insurance / Dream Achievement Consulting Group, LLC November 2009 - Present
Send Out Cards June 2010 - November 2013
Traeger Grills 2010 - August 2012
Bankers Life & Casualty June 2009 - November 2009
Farmers Insurance February 2009 - June 2009
Profit Plans, LLC March 2008 - February 2009
Profit Plans, LLC March 2008 - February 2009
Allstate Financial Services, LLC April 2007 - March 2008
Prudential Financial March 2006 - April 2007
Skills
Tennesse Consolidated..., Retirement Income..., Retirement Forecasting, Property & Casualty..., Educator Benefits, Multi-generational..., Tax Diversified Savings, Discriminatory Benefit..., Retirement, Tax, Forecasting, Savings, Recruiting, Investments, Employee Benefits, Finance, Term Life Insurance, Fixed Annuities, Wealth Management, Sales Management, Life Insurance, Time Management, Sales, Insurance, Sales Presentations, Retail, Retirement Planning, Training, Long-term Care, Financial Advisory, Wealth, 401k, Small Business, Disability Insurance, Series 6, Personal Finance, Strategic Financial..., Financial Services, Mutual Funds, Long Term Care Insurance, IRAs, Estate Planning, Management, Underwriting, Financial Planners, Business Planning, Portfolio Management, Whole Life, Medicare, Consulting
Education
The American College 1986 — 2009
ChFC, CLU, CASL, CLF, LUTCF, Financial Services
Western Carolina University 1980 — 1984
BS, Sports Management
McDowell High School 1978 — 1980
Deploma, College Prep
McDowell High School 1978 — 1980
Larry Goldberg Larry Goldberg's Prudential Financial Experience 1994 - 2008
Job Inside Sales Associate at The Ferzoco Group with Keller Williams Realty Jersey Shore
Industry Marketing and Advertising
Experience
The Ferzoco Group with Keller Williams Realty Jersey Shore July 2014 - Present
Homestands, LLC June 2009 - Present
Larry Goldberg & Associates, LLC July 2002 - Present
www.ideas2sell.com February 1998 - Present
RE/MAX AT THE SHORE January 2014 - July 2014
Prudential Financial 1994 - 2008
Mr. Rainbows January 1983 - June 1993
Amway 1982 - 1992
Skills
Special Education, Strategic Planning, Insurance, Small Business, Customer Service, Budgets, Public Speaking, Microsoft Office, Long-term Care, Team Building, Marketing, Microsoft Excel, Employee Benefits, Fixed Annuities, Accounting, Real Estate, Investments, Estate Planning, Sales, Coaching, Selling, New Business Development, Sellers, Contract Negotiation, New Home Sales, Residential Homes, Investors, Finance, Entrepreneurship, Real Estate Transactions, Luxury, Property, Home Staging, Investment Properties, Relocation, Foreclosures, Condos, Single Family Homes, Real Property, Short Sales, Referrals, Buyers, Buyer Representation, Commercial Real Estate, Rentals, Listings, Seniors, Resellers, New Homes
Education
Temple University - Fox School of Business and Management 1954 — 1958
B.S. in Finance, Accounting
Central High School 1950 — 1954
B.A., General Academic Studies
The Ferzoco Group with Keller Williams Realty Jersey Shore July 2014 - Present
Homestands, LLC June 2009 - Present
Larry Goldberg & Associates, LLC July 2002 - Present
www.ideas2sell.com February 1998 - Present
RE/MAX AT THE SHORE January 2014 - July 2014
Prudential Financial 1994 - 2008
Mr. Rainbows January 1983 - June 1993
Amway 1982 - 1992
Skills
Special Education, Strategic Planning, Insurance, Small Business, Customer Service, Budgets, Public Speaking, Microsoft Office, Long-term Care, Team Building, Marketing, Microsoft Excel, Employee Benefits, Fixed Annuities, Accounting, Real Estate, Investments, Estate Planning, Sales, Coaching, Selling, New Business Development, Sellers, Contract Negotiation, New Home Sales, Residential Homes, Investors, Finance, Entrepreneurship, Real Estate Transactions, Luxury, Property, Home Staging, Investment Properties, Relocation, Foreclosures, Condos, Single Family Homes, Real Property, Short Sales, Referrals, Buyers, Buyer Representation, Commercial Real Estate, Rentals, Listings, Seniors, Resellers, New Homes
Education
Temple University - Fox School of Business and Management 1954 — 1958
B.S. in Finance, Accounting
Central High School 1950 — 1954
B.A., General Academic Studies
Darrin Mesick, LUTCF Darrin Mesick, LUTCF's Prudential Financial Experience August 2007 - December 2008
Job Financial Advisor at PNC
Industry Professional Training & Coaching
Experience
PNC July 2009 - Present
Sziklai Associates January 2009 - Present
Prudential Financial August 2007 - December 2008
MetLife 2001 - 2007
Prudential Financial 1987 - 1999
Skills
Training, Leadership, Recruiting, Strategy, Strategic Planning, Program Management, Budgets, Coaching, Management, Project Management, Consulting, Team Building, Human Resources, Sales
Education
The American College 1990 — 1996
Designation, Life Underwriter Training Council Fellow (LUTCF), ChFC (Charterd Financial Consultant)
University of Pittsburgh
BS, Mathematics, Computer Science, Chemistry
PNC July 2009 - Present
Sziklai Associates January 2009 - Present
Prudential Financial August 2007 - December 2008
MetLife 2001 - 2007
Prudential Financial 1987 - 1999
Skills
Training, Leadership, Recruiting, Strategy, Strategic Planning, Program Management, Budgets, Coaching, Management, Project Management, Consulting, Team Building, Human Resources, Sales
Education
The American College 1990 — 1996
Designation, Life Underwriter Training Council Fellow (LUTCF), ChFC (Charterd Financial Consultant)
University of Pittsburgh
BS, Mathematics, Computer Science, Chemistry
Andrew Manwaring's Prudential Financial Experience February 2015 - May 2015
Job Director of Operations at Dawson Financial
Industry Financial Services
Experience
Dawson Financial Services June 2015 - Present
Prudential Financial February 2015 - May 2015
Texas State University November 2012 - December 2013
Green Link January 2013 - July 2013
Texas State University November 2011 - November 2012
Texas Disposal Systems April 2011 - August 2011
The Woodlands Resort & Conference Center July 2009 - August 2010
Skills
Return on Investment..., Financial Accounting, Cost Accounting, Index Options, Health Insurance, Life Insurance, Fixed Income Analysis, Marketing Strategy, Account Management, Customer Service, PowerPoint, Lead Generation, Leadership, Marketing, Social Media, Strategic Planning, Sales, Budgets, Contract Negotiation, Recruiting, Training, Team Leadership, Negotiation, Sales Management, Social Networking, Customer Satisfaction, Green Initiatives, Forecasting, Event Planning, Microsoft Office, Microsoft Excel
Education
Texas State University-San Marcos 2010 — 2014
Bachelor's degree, Finance, General
Dawson Financial Services June 2015 - Present
Prudential Financial February 2015 - May 2015
Texas State University November 2012 - December 2013
Green Link January 2013 - July 2013
Texas State University November 2011 - November 2012
Texas Disposal Systems April 2011 - August 2011
The Woodlands Resort & Conference Center July 2009 - August 2010
Skills
Return on Investment..., Financial Accounting, Cost Accounting, Index Options, Health Insurance, Life Insurance, Fixed Income Analysis, Marketing Strategy, Account Management, Customer Service, PowerPoint, Lead Generation, Leadership, Marketing, Social Media, Strategic Planning, Sales, Budgets, Contract Negotiation, Recruiting, Training, Team Leadership, Negotiation, Sales Management, Social Networking, Customer Satisfaction, Green Initiatives, Forecasting, Event Planning, Microsoft Office, Microsoft Excel
Education
Texas State University-San Marcos 2010 — 2014
Bachelor's degree, Finance, General
Christine Travis, ChFC, CLTC Christine Travis, ChFC, CLTC's Prudential Financial Experience March 2003 - August 2005
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial January 2011 - Present
Nationwide Financial May 2008 - January 2011
New York Life 2005 - 2008
Prudential Financial March 2003 - August 2005
Skills
Wealth Management, Estate Planning, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, 401k, Insurance, Life Insurance, Series 7, Series 63, Series 6, Investment Advisory, Strategic Financial...
Education
The American College
ChFC, Financial Planning and Services
Thomas Edison State College
Nationwide Financial January 2011 - Present
Nationwide Financial May 2008 - January 2011
New York Life 2005 - 2008
Prudential Financial March 2003 - August 2005
Skills
Wealth Management, Estate Planning, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, 401k, Insurance, Life Insurance, Series 7, Series 63, Series 6, Investment Advisory, Strategic Financial...
Education
The American College
ChFC, Financial Planning and Services
Thomas Edison State College
Stephen Manderson Stephen Manderson's Prudential Financial Experience August 1995 - June 1997
Job CFO & Vice President Client Shared Services Catalyst360, a business of Optum
Industry Financial Services
Experience
Catalyst360 a business of Optum January 2014 - Present
Catalyst360° June 2013 - Present
Catalyst360° September 2001 - June 2013
The Hartford April 1999 - September 2001
The Hartford June 1997 - April 1999
Prudential Financial August 1995 - June 1997
Prudential Financial February 1991 - August 1995
Prudential Financial February 1988 - February 1991
Skills
Finance, Financial Analysis, Risk Management, Budgets, Management, Business Analysis, Leadership, Financial Reporting, Accounting, Strategic Financial..., Insurance, Strategic Planning, Analysis, Project Management, Strategy, Financial Planning
Education
Temple University - Fox School of Business and Management 1986 — 1989
Bachelor of Business Administration (BBA), Finance & Economics
Catalyst360 a business of Optum January 2014 - Present
Catalyst360° June 2013 - Present
Catalyst360° September 2001 - June 2013
The Hartford April 1999 - September 2001
The Hartford June 1997 - April 1999
Prudential Financial August 1995 - June 1997
Prudential Financial February 1991 - August 1995
Prudential Financial February 1988 - February 1991
Skills
Finance, Financial Analysis, Risk Management, Budgets, Management, Business Analysis, Leadership, Financial Reporting, Accounting, Strategic Financial..., Insurance, Strategic Planning, Analysis, Project Management, Strategy, Financial Planning
Education
Temple University - Fox School of Business and Management 1986 — 1989
Bachelor of Business Administration (BBA), Finance & Economics
Johnathan Loessel Johnathan Loessel's Prudential Financial Experience January 2013 - July 2013
Job Assurance Staff at EY
Industry Accounting
Experience
EY September 2014 - Present
Novogradac & Company LLP January 2014 - March 2014
Prudential Financial January 2013 - July 2013
Starbucks May 2006 - January 2013
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, Tax, Internal Controls, General Ledger, Financial Analysis, QuickBooks, GAAP, Account Reconciliation, Income Tax, Employee Benefits
Education
Texas State University-San Marcos 2011 — 2013
Master's degree, Accounting
Texas State University-San Marcos 2007 — 2013
Bachelor of Business Administration (BBA), Accounting
EY September 2014 - Present
Novogradac & Company LLP January 2014 - March 2014
Prudential Financial January 2013 - July 2013
Starbucks May 2006 - January 2013
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, Tax, Internal Controls, General Ledger, Financial Analysis, QuickBooks, GAAP, Account Reconciliation, Income Tax, Employee Benefits
Education
Texas State University-San Marcos 2011 — 2013
Master's degree, Accounting
Texas State University-San Marcos 2007 — 2013
Bachelor of Business Administration (BBA), Accounting
John Koskoski John Koskoski's Prudential Financial Experience May 1991 - Present
Job Vice President, Internal Audit at Prudential Financial, Inc.
Industry Financial Services
Experience
Prudential Financial May 1991 - Present
Prudential Financial February 1990 - May 1991
Ernst & Young June 1983 - January 1990
Skills
Internal Audit, Internal Controls, Auditing, Financial Reporting, Financial Analysis, Accounting, Risk Management, US GAAP, Operational Risk..., SEC filings, Sarbanes-Oxley Act, Securities, Insurance, Asset Managment, Investments, Mutual Funds, Financial Services, Asset Management
Education
Texas Christian University 1980 — 1983
Bachelor of Business Administration (BBA), Accounting
St. Thomas Aquinas High School
Prudential Financial May 1991 - Present
Prudential Financial February 1990 - May 1991
Ernst & Young June 1983 - January 1990
Skills
Internal Audit, Internal Controls, Auditing, Financial Reporting, Financial Analysis, Accounting, Risk Management, US GAAP, Operational Risk..., SEC filings, Sarbanes-Oxley Act, Securities, Insurance, Asset Managment, Investments, Mutual Funds, Financial Services, Asset Management
Education
Texas Christian University 1980 — 1983
Bachelor of Business Administration (BBA), Accounting
St. Thomas Aquinas High School
Louis Zampirri's Prudential Financial Experience September 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Prudential Financial September 2014 - Present
Vanguard September 2013 - September 2014
Primerica October 2012 - January 2013
College Works Painting January 2009 - July 2009
Skills
Finance, Sales Presentations, Client Relations Skills, Marketing, Employee Training, Job Estimating, Time Management, Life Insurance, Mutual Funds, Fundraising
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Prudential Financial September 2014 - Present
Vanguard September 2013 - September 2014
Primerica October 2012 - January 2013
College Works Painting January 2009 - July 2009
Skills
Finance, Sales Presentations, Client Relations Skills, Marketing, Employee Training, Job Estimating, Time Management, Life Insurance, Mutual Funds, Fundraising
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Ken Stover Ken Stover's Prudential Financial Experience December 1985 - June 1999
Job President
Industry Financial Services
Experience
Stover Financial Services Inc. January 2001 - Present
MetLife June 1999 - January 2001
Prudential Financial December 1985 - June 1999
US Army October 1980 - December 1985
Skills
Indexed Annuities, Index Universal Life..., Life Insurance, Fixed Annuities, Personal Finance, Retirement Planning, Insurance, Financial Risk, Retirement
Education
Texas A&M University 1976 — 1980
Bachelor of Science (B.S.)
Stover Financial Services Inc. January 2001 - Present
MetLife June 1999 - January 2001
Prudential Financial December 1985 - June 1999
US Army October 1980 - December 1985
Skills
Indexed Annuities, Index Universal Life..., Life Insurance, Fixed Annuities, Personal Finance, Retirement Planning, Insurance, Financial Risk, Retirement
Education
Texas A&M University 1976 — 1980
Bachelor of Science (B.S.)
Dmitry Shumakov Dmitry Shumakov's Prudential Financial Experience 2013 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Prudential Financial 2013 - 2013
Vision for EQuality January 2012 - March 2012
Review Publishing September 2010 - December 2010
Skills
Microsoft Office, Social Media Marketing, Market Research
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Prudential Financial 2013 - 2013
Vision for EQuality January 2012 - March 2012
Review Publishing September 2010 - December 2010
Skills
Microsoft Office, Social Media Marketing, Market Research
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Gary Gentzler Gary Gentzler's Prudential Financial Experience March 1974 - March 1979
Job Chief Information Officer at Gentzler & Smith Associates, Inc.
Industry Insurance
Experience
Gentzler & Smith Associates, Inc. August 2014 - Present
Gentzler & Smith Associates, Inc. March 1982 - August 2014
The Glatfelter Agency March 1979 - March 1982
Prudential Financial March 1974 - March 1979
Skills
Insurance, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Professional Liability, General Insurance, Casualty, Commercial Lines, Liability, Underwriting, Legal Liability, Workers Compensation, Brokers, Life Insurance, Claim, D&O, Disability Insurance, Health Insurance, Term Life Insurance, Employment Practices...
Education
The American College 1980 — 1984
Chartered Life Underwriter Designation, Life, Health and Financials Services
US Navy Air Traffice Contol Class A School 1970 — 1970
Air Traffic Controller, Air Traffice Control
Spring Grove Area High School 1965 — 1968
Gentzler & Smith Associates, Inc. August 2014 - Present
Gentzler & Smith Associates, Inc. March 1982 - August 2014
The Glatfelter Agency March 1979 - March 1982
Prudential Financial March 1974 - March 1979
Skills
Insurance, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Professional Liability, General Insurance, Casualty, Commercial Lines, Liability, Underwriting, Legal Liability, Workers Compensation, Brokers, Life Insurance, Claim, D&O, Disability Insurance, Health Insurance, Term Life Insurance, Employment Practices...
Education
The American College 1980 — 1984
Chartered Life Underwriter Designation, Life, Health and Financials Services
US Navy Air Traffice Contol Class A School 1970 — 1970
Air Traffic Controller, Air Traffice Control
Spring Grove Area High School 1965 — 1968
Jason T. Meiser, ChFC, CLU's Prudential Financial Experience June 2006 - November 2007
Job Financial Services Professional AXA Advisors, LLC and Karr Barth Associates, Inc.
Industry Financial Services
Experience
AXA Advisors December 2007 - Present
Prudential Financial June 2006 - November 2007
Skills
Financial Planning, Retirement Planning, Estate Planning, Asset Protection, Retirement Income..., Insurance Planning, Strategic Financial..., Insurance Strategies, Risk Management..., Wealth Management..., Long Term Care..., Disability Insurance..., Investment Strategies, Employee Benefit..., Group Benefit Strategies
Education
The American College 2008 — 2013
ChFC, CLU, Financial Planning, Insurance
University of Hartford 2002 — 2006
BA, Philosophy
AXA Advisors December 2007 - Present
Prudential Financial June 2006 - November 2007
Skills
Financial Planning, Retirement Planning, Estate Planning, Asset Protection, Retirement Income..., Insurance Planning, Strategic Financial..., Insurance Strategies, Risk Management..., Wealth Management..., Long Term Care..., Disability Insurance..., Investment Strategies, Employee Benefit..., Group Benefit Strategies
Education
The American College 2008 — 2013
ChFC, CLU, Financial Planning, Insurance
University of Hartford 2002 — 2006
BA, Philosophy
Christopher Tynes's Prudential Financial Experience January 1995 - 1999
Job Private Wealth Advisor/ Strategic Asset Mgmt.
Industry Financial Services
Experience
Upstream investment partners July 2010 - Present
Southwest Securities January 2004 - June 2010
Prudential Financial January 1995 - 1999
Lehman Brothers January 1985 - August 1994
Skills
Securities, Professional Experience, Alternative Investments, Bonds, Real Estate, Estate Planning, Insurance, Personal Finance, Series 7, @Risk, Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Investment Strategies, Series 63, Wealth, Financial Advisory, Strategic Financial..., Portfolio Management, Stocks, 401k, Wealth Accumulation, 401k Rollovers, ETFs, Investment Management, Wealth Management..., Life Insurance, Hedge Funds, Saving for Education, Fixed Income, Finance, Separately Managed..., Municipal Bonds, Equity Trading, Equity Research, Risk Management, Financial Markets, Variable Annuities, Roth IRA, Retirement, Technical Analysis, Trading Strategies, Asset Management, Financial Services, High Net Worth..., Relationship Management, Trading
Education
Texas State University 1982 — 1986
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Texas State University-San Marcos 1982 — 1986
Bus, Business Administration and Management, General
Upstream investment partners July 2010 - Present
Southwest Securities January 2004 - June 2010
Prudential Financial January 1995 - 1999
Lehman Brothers January 1985 - August 1994
Skills
Securities, Professional Experience, Alternative Investments, Bonds, Real Estate, Estate Planning, Insurance, Personal Finance, Series 7, @Risk, Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Investment Strategies, Series 63, Wealth, Financial Advisory, Strategic Financial..., Portfolio Management, Stocks, 401k, Wealth Accumulation, 401k Rollovers, ETFs, Investment Management, Wealth Management..., Life Insurance, Hedge Funds, Saving for Education, Fixed Income, Finance, Separately Managed..., Municipal Bonds, Equity Trading, Equity Research, Risk Management, Financial Markets, Variable Annuities, Roth IRA, Retirement, Technical Analysis, Trading Strategies, Asset Management, Financial Services, High Net Worth..., Relationship Management, Trading
Education
Texas State University 1982 — 1986
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Texas State University-San Marcos 1982 — 1986
Bus, Business Administration and Management, General
Brittany Rogers Brittany Rogers's Prudential Financial Experience June 2015 - August 2015
Job VP of Internal Affairs of College Council
Industry Insurance
Experience
College Council May 2015 - Present
Prudential Financial June 2015 - August 2015
Gamma Iota Sigma June 2014 - December 2014
Travelers June 2014 - August 2014
Gamma Iota Sigma June 2013 - May 2014
Hershey Entertainment & Resorts June 2012 - August 2012
Skills
Insurance, Legal Compliance, Risk Management, Time Management, Student Government, Teamwork, Public Speaking, Microsoft Office, Community Service, Volunteering
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Legal Studies and Finance, Senior
College Council May 2015 - Present
Prudential Financial June 2015 - August 2015
Gamma Iota Sigma June 2014 - December 2014
Travelers June 2014 - August 2014
Gamma Iota Sigma June 2013 - May 2014
Hershey Entertainment & Resorts June 2012 - August 2012
Skills
Insurance, Legal Compliance, Risk Management, Time Management, Student Government, Teamwork, Public Speaking, Microsoft Office, Community Service, Volunteering
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Legal Studies and Finance, Senior
Michael R. Shapiro Michael R. Shapiro's Prudential Financial Experience October 1979 - November 2004
Job President at Insights Consulting and Coaching
Industry Management Consulting
Experience
Insights Consulting and Coaching October 2004 - Present
Prudential Financial October 1979 - November 2004
Continental American Life Insurance Company February 1977 - October 1979
O'Donnell and Hughes, P.A. December 1972 - February 1977
Skills
FINRA, Mutual Funds, Series 63, Series 6, Securities, Strategic Business..., Asset Managment, Asset Allocation, Strategic Financial..., Wealth Management, Investments, Investment Advisory, Series 24, Retirement, Disability Insurance, Financial Services, Retirement Planning, Management, Business Planning, Health Insurance, General Business Advice, Insurance, 401k, Fixed Annuities, Alternative Investments, IRAs, Estate Planning, Portfolio Management, Business Development, Hedge Funds, Series 7, Life Insurance, Legal Issues, Term Life Insurance, Risk Management, Whole Life, Financial Planners, Defined Benefit, Investment Strategies, Brokerage, ERISA, Financial Advisory, Equities, Wealth Management..., Employee Benefits, Fixed Income, Small Business, Long Term Care Insurance, Wealth Accumulation, ETFs
Education
Temple University - James E. Beasley School of Law
J.D., LL.M., Taxation
University of Delaware
B.A., International Relations
Insights Consulting and Coaching October 2004 - Present
Prudential Financial October 1979 - November 2004
Continental American Life Insurance Company February 1977 - October 1979
O'Donnell and Hughes, P.A. December 1972 - February 1977
Skills
FINRA, Mutual Funds, Series 63, Series 6, Securities, Strategic Business..., Asset Managment, Asset Allocation, Strategic Financial..., Wealth Management, Investments, Investment Advisory, Series 24, Retirement, Disability Insurance, Financial Services, Retirement Planning, Management, Business Planning, Health Insurance, General Business Advice, Insurance, 401k, Fixed Annuities, Alternative Investments, IRAs, Estate Planning, Portfolio Management, Business Development, Hedge Funds, Series 7, Life Insurance, Legal Issues, Term Life Insurance, Risk Management, Whole Life, Financial Planners, Defined Benefit, Investment Strategies, Brokerage, ERISA, Financial Advisory, Equities, Wealth Management..., Employee Benefits, Fixed Income, Small Business, Long Term Care Insurance, Wealth Accumulation, ETFs
Education
Temple University - James E. Beasley School of Law
J.D., LL.M., Taxation
University of Delaware
B.A., International Relations
Dan Mirgon's Prudential Financial Experience 1982 - 1983
Job President at Dan Mirgon & Associates, Inc.
Industry Fund-Raising
Experience
Dan Mirgon & Associates, Inc. January 1991 - Present
Biola University 2002 - 2004
Wycliffe Associates 2001 - 2002
Union Rescue Mission Foundation 1991 - 1994
Northwestern Mutual 1983 - 1988
Prudential Financial 1982 - 1983
Skills
Fundraising, Planned Giving, Nonprofits, Annual Giving, Board Development, Stewardship, Leadership, Leadership Development, Philanthropy, Non-profits, Public Speaking, Management, Small Business, Non-profit..., Resource Development, Training, Board Relations, Board Governance, Non-profit Consulting, Non-profit Board..., Coaching, Strategy, Strategic Planning, Budgets, Organizational..., Non-profit Leadership, Major Donor Development
Education
The American College 1991 — 1999
ChFC, CLU, Financial Planning, Estate Planning
Dan Mirgon & Associates, Inc. January 1991 - Present
Biola University 2002 - 2004
Wycliffe Associates 2001 - 2002
Union Rescue Mission Foundation 1991 - 1994
Northwestern Mutual 1983 - 1988
Prudential Financial 1982 - 1983
Skills
Fundraising, Planned Giving, Nonprofits, Annual Giving, Board Development, Stewardship, Leadership, Leadership Development, Philanthropy, Non-profits, Public Speaking, Management, Small Business, Non-profit..., Resource Development, Training, Board Relations, Board Governance, Non-profit Consulting, Non-profit Board..., Coaching, Strategy, Strategic Planning, Budgets, Organizational..., Non-profit Leadership, Major Donor Development
Education
The American College 1991 — 1999
ChFC, CLU, Financial Planning, Estate Planning
Enomfon (Eno) Usoro's Prudential Financial Experience July 2015 - Present
Job
Industry Financial Services
Experience
Prudential Financial July 2015 - Present
Prudential Financial July 2014 - July 2015
Prudential Financial July 2013 - July 2014
Parker Hannifin June 2012 - October 2012
Tavern on Broad March 2012 - May 2012
U.S. African Chamber of Commerce November 2011 - March 2012
Walmart June 2006 - January 2012
Vector Marketing March 2009 - September 2009
Peaceful Living September 2008 - February 2009
Holiday Inn Express November 2007 - January 2008
Skills
Accounting, Corporate Finance, Auditing, Microsoft Excel, Microsoft Office, Sarbanes-Oxley Act, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Time Management, Access, Finance, Management, Sales, Business Strategy, Analysis
Education
Temple University - Fox School of Business and Management 2009 — 2013
Finance, International Business Administration, Accounting (minor)
Study Abroad - Temple Rome, Italy 2011 — 2011
International Business
Upper Perkiomen High School
Diploma
Prudential Financial July 2015 - Present
Prudential Financial July 2014 - July 2015
Prudential Financial July 2013 - July 2014
Parker Hannifin June 2012 - October 2012
Tavern on Broad March 2012 - May 2012
U.S. African Chamber of Commerce November 2011 - March 2012
Walmart June 2006 - January 2012
Vector Marketing March 2009 - September 2009
Peaceful Living September 2008 - February 2009
Holiday Inn Express November 2007 - January 2008
Skills
Accounting, Corporate Finance, Auditing, Microsoft Excel, Microsoft Office, Sarbanes-Oxley Act, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Time Management, Access, Finance, Management, Sales, Business Strategy, Analysis
Education
Temple University - Fox School of Business and Management 2009 — 2013
Finance, International Business Administration, Accounting (minor)
Study Abroad - Temple Rome, Italy 2011 — 2011
International Business
Upper Perkiomen High School
Diploma
Chris Neuman's Prudential Financial Experience December 2011 - June 2012
Job Regulatory Analyst
Industry Financial Services
Experience
State Farm October 2014 - Present
US Army Reserve August 2014 - Present
COUNTRY ® Financial July 2012 - October 2014
US Army Reserve September 2012 - October 2013
US Army May 2007 - July 2012
Prudential Financial December 2011 - June 2012
US Army Reserve June 2001 - May 2007
US Army Reserve February 1999 - June 2001
Skills
Series 6, Series 63, Series 26, Series 51, Life & Health Insurance..., Property & Casualty..., Recruiting, Interviewing Skills, Sales Presentations, Compliance
Education
The American College 2012 — 2015
Professional Designation, Chartered Financial Consultant
Western Illinois University 2000 — 2004
Bachelor's degree, Law Enforcement-Justice Administration
State Farm October 2014 - Present
US Army Reserve August 2014 - Present
COUNTRY ® Financial July 2012 - October 2014
US Army Reserve September 2012 - October 2013
US Army May 2007 - July 2012
Prudential Financial December 2011 - June 2012
US Army Reserve June 2001 - May 2007
US Army Reserve February 1999 - June 2001
Skills
Series 6, Series 63, Series 26, Series 51, Life & Health Insurance..., Property & Casualty..., Recruiting, Interviewing Skills, Sales Presentations, Compliance
Education
The American College 2012 — 2015
Professional Designation, Chartered Financial Consultant
Western Illinois University 2000 — 2004
Bachelor's degree, Law Enforcement-Justice Administration
Jennifer DiLorenzo Jennifer DiLorenzo's Prudential Financial Experience 2001 - 2002
Job Product Management, Marketing, and solutionsbased Consulting
Industry Financial Services
Experience
NorthStar Solutions Group LLC March 2015 - Present
Investment Firm February 2012 - October 2014
Family Caregiver November 2009 - February 2012
Sun Life Financial June 2008 - November 2009
MetLife March 2007 - May 2008
MetLife 2002 - 2007
Prudential Financial 2001 - 2002
Skills
Mutual Funds, Insurance, Investments, Financial Planning, Annuity, Retirement, Financial Services, Series 6, CRM, Employee Benefits, Financial Advisory, Fixed Annuities, Portfolio Management, 401k, Disability Insurance, Strategic Financial..., Series 63, Management, Series 7, IRAs, Retirement Planning, Building Relationships, Relationship Management, Pensions
Education
Temple University - Fox School of Business and Management 1990 — 1996
BBA, Dual Major; Risk Management and Insurance/Marketing
NorthStar Solutions Group LLC March 2015 - Present
Investment Firm February 2012 - October 2014
Family Caregiver November 2009 - February 2012
Sun Life Financial June 2008 - November 2009
MetLife March 2007 - May 2008
MetLife 2002 - 2007
Prudential Financial 2001 - 2002
Skills
Mutual Funds, Insurance, Investments, Financial Planning, Annuity, Retirement, Financial Services, Series 6, CRM, Employee Benefits, Financial Advisory, Fixed Annuities, Portfolio Management, 401k, Disability Insurance, Strategic Financial..., Series 63, Management, Series 7, IRAs, Retirement Planning, Building Relationships, Relationship Management, Pensions
Education
Temple University - Fox School of Business and Management 1990 — 1996
BBA, Dual Major; Risk Management and Insurance/Marketing
David Rivers II's Prudential Financial Experience August 2012 - December 2014
Job Peak performing business leader with varied experience in Hospitality, Financial Services, Construction & Manufacturing
Industry Financial Services
Experience
Windsor Financial Group December 2014 - Present
Prudential Financial August 2012 - December 2014
Strategic Distribution, Inc. / Hershey Chocolate of Virginia April 2010 - March 2012
Standard & Poor's February 2009 - April 2010
The Legacy Foundation, LLC November 2007 - September 2008
Wells Fargo July 2006 - September 2007
Residence Inn January 2005 - May 2006
Doubletree Hotel September 2003 - December 2004
DeBartolo Development February 2002 - August 2003
Education
University of Phoenix 2011 — 2012
Master's degree, Management, 3.7
Temple University - Fox School of Business and Management 1999 — 2002
Bachelor of Business Administration (B.B.A.), Marketing, 3.25
Windsor Financial Group December 2014 - Present
Prudential Financial August 2012 - December 2014
Strategic Distribution, Inc. / Hershey Chocolate of Virginia April 2010 - March 2012
Standard & Poor's February 2009 - April 2010
The Legacy Foundation, LLC November 2007 - September 2008
Wells Fargo July 2006 - September 2007
Residence Inn January 2005 - May 2006
Doubletree Hotel September 2003 - December 2004
DeBartolo Development February 2002 - August 2003
Education
University of Phoenix 2011 — 2012
Master's degree, Management, 3.7
Temple University - Fox School of Business and Management 1999 — 2002
Bachelor of Business Administration (B.B.A.), Marketing, 3.25
Jim Boldischar Jim Boldischar's Prudential Financial Experience August 1998 - March 2005
Job Sales Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage May 2014 - Present
ING U.S. May 2008 - May 2014
ING March 2005 - April 2008
Prudential Financial August 1998 - March 2005
Skills
Marketing Strategy, Financial Advisory, Sales Management, Sales, Marketing, Life Insurance, Insurance, Sales Operations, Series 63, Fixed Annuities, Series 6, Term Life Insurance, Financial Planning
Education
The American College 2004 — 2007
CLU, ChFC, Chartered Life Underwriter; Chartered Financial Consultant
University of Minnesota-Twin Cities 1997 — 2002
Bachelor of Arts, English
Benilde-St. Margaret's 1992 — 1996
HS
Highland Capital Brokerage May 2014 - Present
ING U.S. May 2008 - May 2014
ING March 2005 - April 2008
Prudential Financial August 1998 - March 2005
Skills
Marketing Strategy, Financial Advisory, Sales Management, Sales, Marketing, Life Insurance, Insurance, Sales Operations, Series 63, Fixed Annuities, Series 6, Term Life Insurance, Financial Planning
Education
The American College 2004 — 2007
CLU, ChFC, Chartered Life Underwriter; Chartered Financial Consultant
University of Minnesota-Twin Cities 1997 — 2002
Bachelor of Arts, English
Benilde-St. Margaret's 1992 — 1996
HS
Michael F. DeJohn Jr.'s Prudential Financial Experience May 2015 - August 2015
Job Corporate Finance Intern at Prudential Financial / Analyst at The William C. Dunkelberg Owl Fund
Industry Accounting
Experience
The William C. Dunkelberg Owl Fund May 2015 - Present
Prudential Financial May 2015 - August 2015
Temple University January 2015 - May 2015
Prudential Financial May 2014 - August 2014
New Jersey County of Bergen April 2013 - November 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Powerpoint, SAP, TenMast, Time Management, Public Speaking, Bloomberg Software, Capital IQ, Research, Teamwork, Financial Analysis, Finance
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Pequannock Township High School 2008 — 2012
The William C. Dunkelberg Owl Fund May 2015 - Present
Prudential Financial May 2015 - August 2015
Temple University January 2015 - May 2015
Prudential Financial May 2014 - August 2014
New Jersey County of Bergen April 2013 - November 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Powerpoint, SAP, TenMast, Time Management, Public Speaking, Bloomberg Software, Capital IQ, Research, Teamwork, Financial Analysis, Finance
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Pequannock Township High School 2008 — 2012
Jeff Bradley's Prudential Financial Experience June 2009 - Present
Job Manager, Financial Services at Prudential
Industry Financial Services
Experience
Prudential Financial June 2009 - Present
John Hancock Financial Services September 2005 - June 2009
Baptist Foundation Of Texas January 2001 - September 2005
Wells Fargo 2000 - 2001
Education
Southern Methodist University 2009 — 2010
Certificate Program in Financial Planning, Financial Planning
Lamar University 1999 — 2000
Bachelor of Business Administration (BBA), Finance, Minor-Economics
Texas Tech University 1993 — 1998
Mathematics
Prudential Financial June 2009 - Present
John Hancock Financial Services September 2005 - June 2009
Baptist Foundation Of Texas January 2001 - September 2005
Wells Fargo 2000 - 2001
Education
Southern Methodist University 2009 — 2010
Certificate Program in Financial Planning, Financial Planning
Lamar University 1999 — 2000
Bachelor of Business Administration (BBA), Finance, Minor-Economics
Texas Tech University 1993 — 1998
Mathematics
Porfirio Castellanos Porfirio Castellanos's Prudential Financial Experience June 2015 - Present
Job Looking to expand my career further.
Industry Insurance
Experience
Prudential Financial June 2015 - Present
Atlantic Floor Coverings, Inc. May 2011 - August 2013
Macy's November 2009 - August 2010
Skills
Microsoft Excel, Sales, Customer Service, Budgets, Microsoft Office, Team Building, Purchasing, Operations Management, Inventory Control, PowerPoint, Teamwork, Retail, Process Scheduler
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Prudential Financial June 2015 - Present
Atlantic Floor Coverings, Inc. May 2011 - August 2013
Macy's November 2009 - August 2010
Skills
Microsoft Excel, Sales, Customer Service, Budgets, Microsoft Office, Team Building, Purchasing, Operations Management, Inventory Control, PowerPoint, Teamwork, Retail, Process Scheduler
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
John Gilliam, Ph.D., MBA, CFP®, ChFC, CLU's Prudential Financial Experience January 1990 - January 1995
Job Associate Professor
Industry Higher Education
Experience
Texas Tech University September 2006 - Present
Prosperity Planning January 1995 - Present
Prudential Financial January 1990 - January 1995
John Bledsoe Insurance September 1990 - March 1993
Skills
Risk Management, Life Insurance, Term Life Insurance, Insurance, Personal Finance, Financial Risk, Estate Planning, Long-term Care, Financial Planners, Personal Financial..., Financial Advisory, Finance, Retirement Planning, Strategic Financial..., Retirement, Research, Financial Planning, Financial Services, Financial Analysis
Education
Texas Tech University 2003 — 2007
Ph.D., Personal Financial Planning
The American College 1983 — 1993
Texas Tech University September 2006 - Present
Prosperity Planning January 1995 - Present
Prudential Financial January 1990 - January 1995
John Bledsoe Insurance September 1990 - March 1993
Skills
Risk Management, Life Insurance, Term Life Insurance, Insurance, Personal Finance, Financial Risk, Estate Planning, Long-term Care, Financial Planners, Personal Financial..., Financial Advisory, Finance, Retirement Planning, Strategic Financial..., Retirement, Research, Financial Planning, Financial Services, Financial Analysis
Education
Texas Tech University 2003 — 2007
Ph.D., Personal Financial Planning
The American College 1983 — 1993
Stan Kutler Stan Kutler's Prudential Financial Experience 2008 - 2013
Job Product Development and Strategy at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 2014 - Present
Prudential Financial 2008 - 2013
Merrill Lynch 2006 - 2008
The BISYS Group / InvestorForce January 2006 - December 2006
Prudential Financial January 2004 - December 2006
SEI Investments 1989 - 2002
Skills
Series 7, Separately Managed..., Mutual Funds, Product Development, Alternative Investments, ETFs, Series 24, Wealth Management, Product Management, Securities, Financial Services, Management, Asset Allocation, Asset Management, Series 63, Hedge Funds, FINRA, Fixed Income, Investment Advisory
Education
Temple University - Fox School of Business and Management
BBA, Finance
Widener University
MBA, Finance
OppenheimerFunds 2014 - Present
Prudential Financial 2008 - 2013
Merrill Lynch 2006 - 2008
The BISYS Group / InvestorForce January 2006 - December 2006
Prudential Financial January 2004 - December 2006
SEI Investments 1989 - 2002
Skills
Series 7, Separately Managed..., Mutual Funds, Product Development, Alternative Investments, ETFs, Series 24, Wealth Management, Product Management, Securities, Financial Services, Management, Asset Allocation, Asset Management, Series 63, Hedge Funds, FINRA, Fixed Income, Investment Advisory
Education
Temple University - Fox School of Business and Management
BBA, Finance
Widener University
MBA, Finance
John Cilingin John Cilingin's Prudential Financial Experience April 2012 - June 2013
Job Project Accountant at CD and Associates
Industry Accounting
Experience
CD and Associates May 2015 - Present
Louis A. Norelli CPA September 2013 - May 2015
3rd Fed Bank June 2013 - August 2013
Prudential Financial April 2012 - June 2013
Skills
Microsoft Excel, Accounting, English, Access, Customer Service, QuickBooks, Sales Tax, Tax Returns, Payroll Taxes, Bank Reconciliation, Event Planning, Construction Accounting, Payroll, PowerPoint, Microsoft Word
Education
Temple University - Fox School of Business and Management 2009 — 2011
Bachelor’s Degree, Business Administration in Accounting
University of South Carolina-Columbia 2007 — 2009
Bachelor’s Degree, Business Administration in Accounting
Council Rock High School South 2003 — 2007
CD and Associates May 2015 - Present
Louis A. Norelli CPA September 2013 - May 2015
3rd Fed Bank June 2013 - August 2013
Prudential Financial April 2012 - June 2013
Skills
Microsoft Excel, Accounting, English, Access, Customer Service, QuickBooks, Sales Tax, Tax Returns, Payroll Taxes, Bank Reconciliation, Event Planning, Construction Accounting, Payroll, PowerPoint, Microsoft Word
Education
Temple University - Fox School of Business and Management 2009 — 2011
Bachelor’s Degree, Business Administration in Accounting
University of South Carolina-Columbia 2007 — 2009
Bachelor’s Degree, Business Administration in Accounting
Council Rock High School South 2003 — 2007
Justin Penard Justin Penard's Prudential Financial Experience December 2009 - Present
Job Sales Rep at Prudential Financial
Industry Financial Services
Experience
Prudential Financial December 2009 - Present
The Standard July 2006 - December 2009
Chucks Pool Service June 1999 - May 2001
Skills
Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Sales
Education
Texas Tech University 2001 — 2006
Bachleor, MKT & MGT
Prudential Financial December 2009 - Present
The Standard July 2006 - December 2009
Chucks Pool Service June 1999 - May 2001
Skills
Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Sales
Education
Texas Tech University 2001 — 2006
Bachleor, MKT & MGT
Sergey Molkov's Prudential Financial Experience March 2011 - August 2015
Job Retirement Income Certified Professional
Industry Financial Services
Experience
Prudential Financial March 2011 - August 2015
American Income Life March 2010 - October 2010
Jin Kwon Taekwondo August 2001 - March 2010
Skills
Investments, Microsoft Office, Marketing, Mutual Funds, Microsoft Excel, Finance, Insurance, PowerPoint, Fixed Annuities, Sales, Life Insurance, Retirement Planning, Customer Service, Wealth, Time Management, Securities, Accounting, Leadership, Health Insurance, Variable Annuities, Financial Planning, Teamwork, Management
Education
The American College 2014 — 2014
Retirement Income Certified Professional, Retirement Income
California State University-Long Beach 2008 — 2010
B.S., International Business
Orange Coast College 2005 — 2008
AA, Business
Prudential Financial March 2011 - August 2015
American Income Life March 2010 - October 2010
Jin Kwon Taekwondo August 2001 - March 2010
Skills
Investments, Microsoft Office, Marketing, Mutual Funds, Microsoft Excel, Finance, Insurance, PowerPoint, Fixed Annuities, Sales, Life Insurance, Retirement Planning, Customer Service, Wealth, Time Management, Securities, Accounting, Leadership, Health Insurance, Variable Annuities, Financial Planning, Teamwork, Management
Education
The American College 2014 — 2014
Retirement Income Certified Professional, Retirement Income
California State University-Long Beach 2008 — 2010
B.S., International Business
Orange Coast College 2005 — 2008
AA, Business
Logan Gunter Logan Gunter's Prudential Financial Experience June 2013 - August 2014
Job Senior Accounting Associate at Prudential Financial
Industry Financial Services
Experience
Anadarko Petroleum Corporation June 2015 - Present
National Oilwell Varco August 2014 - June 2015
Prudential Financial June 2013 - August 2014
Prudential Financial July 2012 - June 2013
United States Navy May 2011 - July 2012
Skills
Process Improvement, Navy, Microsoft Office, Microsoft Excel, Leadership, Data Analysis, Microsoft Word, Training
Education
Texas A&M University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Texas A&M University
Accounting
Anadarko Petroleum Corporation June 2015 - Present
National Oilwell Varco August 2014 - June 2015
Prudential Financial June 2013 - August 2014
Prudential Financial July 2012 - June 2013
United States Navy May 2011 - July 2012
Skills
Process Improvement, Navy, Microsoft Office, Microsoft Excel, Leadership, Data Analysis, Microsoft Word, Training
Education
Texas A&M University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Texas A&M University
Accounting
Jeffrey Wesson's Prudential Financial Experience January 1996 - January 2000
Job Business Development / Sales
Industry Financial Services
Experience
Business Development February 2013 - Present
Citizens Financial Group, Inc. April 2008 - September 2012
ING Financial Partners January 2006 - April 2008
Santander Bank, N.A. January 2004 - January 2006
UBS Wealth Management January 2000 - June 2003
Prudential Financial January 1996 - January 2000
Skills
New Business Development, Direct Sales, Sales Process, Sales Presentations, Sales Management, Financial Planning, Financial Services, Financial Advisory, Banking, Cold Calling, Investments
Education
University of Vermont
Biochemistry and Molecular Biology
The American College 2004 — 2005
Chartered Financial Consultant ChFC, Financial Planning and Services
Business Development February 2013 - Present
Citizens Financial Group, Inc. April 2008 - September 2012
ING Financial Partners January 2006 - April 2008
Santander Bank, N.A. January 2004 - January 2006
UBS Wealth Management January 2000 - June 2003
Prudential Financial January 1996 - January 2000
Skills
New Business Development, Direct Sales, Sales Process, Sales Presentations, Sales Management, Financial Planning, Financial Services, Financial Advisory, Banking, Cold Calling, Investments
Education
University of Vermont
Biochemistry and Molecular Biology
The American College 2004 — 2005
Chartered Financial Consultant ChFC, Financial Planning and Services
Jeff Oldham's Prudential Financial Experience 1996 — 1999
Job Senior Vice President, Employer Sales Benefitstore at Benefitfocus
Industry Computer Software
Experience
Benefitfocus January 2009 — Present
Nationwide Better Health 2003 — 2008
Unum 1999 — 2003
Prudential Financial 1996 — 1999
Skills
Employee Benefits
Education
University of Essex 1993 — 1994
Master of Arts (M.A.)
Texas A&M University-Corpus Christi 1990 — 1992
Bachelor of Arts (B.A.)
Benefitfocus January 2009 — Present
Nationwide Better Health 2003 — 2008
Unum 1999 — 2003
Prudential Financial 1996 — 1999
Skills
Employee Benefits
Education
University of Essex 1993 — 1994
Master of Arts (M.A.)
Texas A&M University-Corpus Christi 1990 — 1992
Bachelor of Arts (B.A.)
Utpal Parekh, CFP®, ChFC®, CLU®'s Prudential Financial Experience April 2009 - May 2014
Job Financial Advisor at People's Securities, Inc.
Industry Financial Services
Experience
People's United Bank May 2014 - Present
Prudential Financial April 2009 - May 2014
SteelPoint Research Group July 2008 - March 2009
Global Information, Inc. October 2004 - June 2008
New Horizons CLC September 2002 - October 2004
Skills
Financial Services, Insurance, Investments, Retirement Planning, Finance, Risk Management, Estate Planning, Securities, Financial Advisory, Sales, Financial Goals, Personal Finance, Mutual Funds, Fixed Annuities, Retirement, Life Insurance
Education
University of Hartford 2004 — 2008
Master of Business Administration (MBA), Accounting and Finance
The University of Connecticut 2000 — 2002
Bachelor of Arts (B.A.), Psychology
Central Connecticut State University 1999 — 2000
None, Psychology
Providence College 1997 — 1998
None, Psychology
Plainville High School 1993 — 1997
High School Diploma, General Studies
The American College
The American College
People's United Bank May 2014 - Present
Prudential Financial April 2009 - May 2014
SteelPoint Research Group July 2008 - March 2009
Global Information, Inc. October 2004 - June 2008
New Horizons CLC September 2002 - October 2004
Skills
Financial Services, Insurance, Investments, Retirement Planning, Finance, Risk Management, Estate Planning, Securities, Financial Advisory, Sales, Financial Goals, Personal Finance, Mutual Funds, Fixed Annuities, Retirement, Life Insurance
Education
University of Hartford 2004 — 2008
Master of Business Administration (MBA), Accounting and Finance
The University of Connecticut 2000 — 2002
Bachelor of Arts (B.A.), Psychology
Central Connecticut State University 1999 — 2000
None, Psychology
Providence College 1997 — 1998
None, Psychology
Plainville High School 1993 — 1997
High School Diploma, General Studies
The American College
The American College
W. Chad Ballard's Prudential Financial Experience November 2001 - May 2005
Job Vice President at Casswood Insurance Agency, Ltd.
Industry Insurance
Experience
Casswood Insurance Agency, Ltd. September 2014 - Present
Casswood Insurance Agency July 2008 - September 2014
Casswood Insurance Agency September 2005 - July 2008
Prudential Financial November 2001 - May 2005
Prudential Property & Casualty January 2000 - October 2001
American National Insurance December 1995 - January 2000
Skills
Property & Casualty..., Underwriting, Sales, Team Building, Workers Compensation, Claim, General Insurance, Strategic Planning, Insurance, Risk Management, Health Insurance, Casualty, Sales Management, Marketing
Education
Texas A&M University 1987 — 1991
Bachelor of Science (B.S.)
Rochester High School 1984 — 1987
Advanced Diploma, Valedictorian
Casswood Insurance Agency, Ltd. September 2014 - Present
Casswood Insurance Agency July 2008 - September 2014
Casswood Insurance Agency September 2005 - July 2008
Prudential Financial November 2001 - May 2005
Prudential Property & Casualty January 2000 - October 2001
American National Insurance December 1995 - January 2000
Skills
Property & Casualty..., Underwriting, Sales, Team Building, Workers Compensation, Claim, General Insurance, Strategic Planning, Insurance, Risk Management, Health Insurance, Casualty, Sales Management, Marketing
Education
Texas A&M University 1987 — 1991
Bachelor of Science (B.S.)
Rochester High School 1984 — 1987
Advanced Diploma, Valedictorian
Scott Rosenberg's Prudential Financial Experience 2001 - 2004
Job Investment Adviser Representative at Principal Financial Group/Princor Securities Corp.
Industry Financial Services
Experience
Principal Financial Group/Princor Securities Corp. May 2013 - Present
Sagemark October 2006 - Present
Merrill Lynch & Co. April 2002 - October 2006
Prudential Financial 2001 - 2004
Education
Temple University - Fox School of Business and Management 1991 — 1993
Finance
University of Maryland College Park 1989 — 1991
Business
Principal Financial Group/Princor Securities Corp. May 2013 - Present
Sagemark October 2006 - Present
Merrill Lynch & Co. April 2002 - October 2006
Prudential Financial 2001 - 2004
Education
Temple University - Fox School of Business and Management 1991 — 1993
Finance
University of Maryland College Park 1989 — 1991
Business
Uchente Emuleomo's Prudential Financial Experience August 1998 - Present
Job Vice President, Corporate Counsel at Prudential Financial
Industry Financial Services
Experience
Prudential Financial August 1998 - Present
Jackson Lewis LLP September 1993 - July 1998
Skills
Employment Law, Corporate Governance, Mergers & Acquisitions, Joint Ventures, Litigation Management, Legal Compliance, Litigation, Due Diligence, Legal Writing, Legal Research, Mediation, Arbitration, Contract Negotiation, International Law, Dispute Resolution, Civil Litigation
Education
Temple University - James E. Beasley School of Law 1990 — 1993
Doctor of Law (J.D.)
Univ. Of Port Harcourt
Prudential Financial August 1998 - Present
Jackson Lewis LLP September 1993 - July 1998
Skills
Employment Law, Corporate Governance, Mergers & Acquisitions, Joint Ventures, Litigation Management, Legal Compliance, Litigation, Due Diligence, Legal Writing, Legal Research, Mediation, Arbitration, Contract Negotiation, International Law, Dispute Resolution, Civil Litigation
Education
Temple University - James E. Beasley School of Law 1990 — 1993
Doctor of Law (J.D.)
Univ. Of Port Harcourt
Carmen Shipley's Prudential Financial Experience 2004 - 2006
Job Enterprise Application Development Mgr at CIGNA Healthcare
Industry Information Technology and Services
Experience
CIGNA Healthcare December 2008 - Present
Fidelity Investments December 2006 - July 2008
Prudential Financial 2004 - 2006
Cigna Retirement Investment Services November 2001 - April 2004
CIGNA 2001 - 2004
ShareBuilder 2000 - 2001
ShareBuilder 2000 - 2001
United Services October 1994 - August 2000
Skills
SDLC, Business Analysis
Education
Texas A&M University-Corpus Christi 1982 — 1984
Bachelor, Computer Science
CIGNA Healthcare December 2008 - Present
Fidelity Investments December 2006 - July 2008
Prudential Financial 2004 - 2006
Cigna Retirement Investment Services November 2001 - April 2004
CIGNA 2001 - 2004
ShareBuilder 2000 - 2001
ShareBuilder 2000 - 2001
United Services October 1994 - August 2000
Skills
SDLC, Business Analysis
Education
Texas A&M University-Corpus Christi 1982 — 1984
Bachelor, Computer Science
Jay Marturano,CLU,ChFC,CIS,LUTCF's Prudential Financial Experience February 1992 - August 1995
Job Owner at Lion Street
Industry Financial Services
Experience
Lion Street September 2014 - Present
SERVICE Wealth Management January 2012 - Present
Kenmar Wealth Management December 2009 - January 2012
Woodbury Financial Services 2009 - 2011
AXA Advisors August 1995 - December 2009
The MONY Group 1995 - 2005
Prudential Financial February 1992 - August 1995
Simmons Business Systems January 1991 - February 1992
Lawrence, O' Donnell, Marcus& Company May 1990 - January 1991
Skills
Retirement Planning, Retirement, Investments, Wealth Management, Finance, Estate Planning, Insurance, Securities, Asset Allocation, Mutual Funds
Education
Institute of Business & Finance 2011 — 2011
Certified Income Specialist, Retirement Income Strategies
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist Certificate
Harvard University - Advest Institute 2000 — 2001
Program on Behavioral Finance & Portfolio Analytics under Professor Harold Langlois
American College 1997 — 1998
CLU/ChFC, Financial Planning, Life Insurance, Investments, Taxation, Group Benefits, Life Insurance Law
University of Pittsburgh 1986 — 1990
Bachelors, Economics/Psychology
Lion Street September 2014 - Present
SERVICE Wealth Management January 2012 - Present
Kenmar Wealth Management December 2009 - January 2012
Woodbury Financial Services 2009 - 2011
AXA Advisors August 1995 - December 2009
The MONY Group 1995 - 2005
Prudential Financial February 1992 - August 1995
Simmons Business Systems January 1991 - February 1992
Lawrence, O' Donnell, Marcus& Company May 1990 - January 1991
Skills
Retirement Planning, Retirement, Investments, Wealth Management, Finance, Estate Planning, Insurance, Securities, Asset Allocation, Mutual Funds
Education
Institute of Business & Finance 2011 — 2011
Certified Income Specialist, Retirement Income Strategies
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist Certificate
Harvard University - Advest Institute 2000 — 2001
Program on Behavioral Finance & Portfolio Analytics under Professor Harold Langlois
American College 1997 — 1998
CLU/ChFC, Financial Planning, Life Insurance, Investments, Taxation, Group Benefits, Life Insurance Law
University of Pittsburgh 1986 — 1990
Bachelors, Economics/Psychology
Chi Lam, RICP®'s Prudential Financial Experience May 2010 - Present
Job Regional Sales Consultant at Prudential Financial
Industry Financial Services
Experience
Prudential Financial May 2010 - Present
JPMorgan Chase July 2008 - May 2010
Apex Lending August 2006 - July 2008
Skills
Variable Annuities, Investments, Retirement Planning, Series 6, Series 63, Relationship Management, Qualified Retirement..., Real Estate, Mortgage Lending, Fixed Annuities, Series 7
Education
The American College 2013 — 2014
RICP® Retirement Income Certified Professional
University of Connecticut 1996 — 2000
Bachelor's degree, Economics
Prudential Financial May 2010 - Present
JPMorgan Chase July 2008 - May 2010
Apex Lending August 2006 - July 2008
Skills
Variable Annuities, Investments, Retirement Planning, Series 6, Series 63, Relationship Management, Qualified Retirement..., Real Estate, Mortgage Lending, Fixed Annuities, Series 7
Education
The American College 2013 — 2014
RICP® Retirement Income Certified Professional
University of Connecticut 1996 — 2000
Bachelor's degree, Economics
Jon Maney's Prudential Financial Experience AssociatHewittt Assoicates1998 - 2005
Job Agent/Financial Professional at Prudential Financial
Industry Financial Services
Experience
Prudential Financial AssociatHewittt Assoicates1998 - 2005
Hewitt Associates 1997 - 2003
Education
Tennessee Technological University 1990 — 1996
Prudential Financial AssociatHewittt Assoicates1998 - 2005
Hewitt Associates 1997 - 2003
Education
Tennessee Technological University 1990 — 1996
Marilyn Peterson, MA, CHCP, FACEHP's Prudential Financial Experience 1990 - 1991
Job Director, Continuing Medical Education, Texas Health Research & Education Institute
Industry Hospital & Health Care
Experience
Texas Health Research & Education Institute 1996 - Present
University of Nebraska Medical Center 1991 - 1996
Prudential Financial 1990 - 1991
University of Nebraska Medical Center 1984 - 1986
University of Texas Health Science Center at San Antonio 1978 - 1984
Skills
Clinical Research, Medical Education, Team Building, CME, Public Speaking, Healthcare Management, Healthcare Information..., Healthcare, Nonprofits, Performance Improvement, Hospitals, Editing, Leadership Development, Program Management, Grant Writing, Accreditation, Strategic Planning, Program Development, Process Improvement, Informatics, Health Education, Quality Improvement, Physician Relations, Patient Safety, Physicians
Education
The University of Texas at San Antonio 1980 — 1981
Master's Degree, Education
Texas Tech University 1974 — 1978
Bachelor's Degree, Home Economics Education
Texas Health Research & Education Institute 1996 - Present
University of Nebraska Medical Center 1991 - 1996
Prudential Financial 1990 - 1991
University of Nebraska Medical Center 1984 - 1986
University of Texas Health Science Center at San Antonio 1978 - 1984
Skills
Clinical Research, Medical Education, Team Building, CME, Public Speaking, Healthcare Management, Healthcare Information..., Healthcare, Nonprofits, Performance Improvement, Hospitals, Editing, Leadership Development, Program Management, Grant Writing, Accreditation, Strategic Planning, Program Development, Process Improvement, Informatics, Health Education, Quality Improvement, Physician Relations, Patient Safety, Physicians
Education
The University of Texas at San Antonio 1980 — 1981
Master's Degree, Education
Texas Tech University 1974 — 1978
Bachelor's Degree, Home Economics Education
Arun Pentapalli's Prudential Financial Experience May 2007 - August 2008
Job BI Developement at TMobile
Industry Computer Software
Experience
T-Mobile February 2010 - Present
Dept of Public Welfare March 2009 - May 2009
Catalystdirect.Inc August 2008 - February 2009
Prudential Financial May 2007 - August 2008
Skills
Project Planning, Cognos, Business Objects, Data Warehousing, Oracle, Microsoft SQL Server, Business Intelligence, SQL, Databases, Informatica, SSIS, SSRS, Requirements Analysis, Business Analysis, Crystal Reports, DB2, Data Modeling, Database Design, ETL, Integration, OLAP, PL/SQL, Requirements Gathering, SDLC, SharePoint, Software Development, Software Project..., T-SQL, Unix, Unix Shell Scripting, Visio, Agile Methodologies, Analysis Services, Business Intelligence..., SOA, Solution Architecture, Data Integration, Teradata, Dashboard, Master Data Management, Web Services, Enterprise Architecture, Performance Tuning, Toad
Education
Texas A&M University-Kingsville 2005 — 2006
Masters, Computer Science
University of Madras 1999 — 2003
BE, instrumentation and Control Engineering
T-Mobile February 2010 - Present
Dept of Public Welfare March 2009 - May 2009
Catalystdirect.Inc August 2008 - February 2009
Prudential Financial May 2007 - August 2008
Skills
Project Planning, Cognos, Business Objects, Data Warehousing, Oracle, Microsoft SQL Server, Business Intelligence, SQL, Databases, Informatica, SSIS, SSRS, Requirements Analysis, Business Analysis, Crystal Reports, DB2, Data Modeling, Database Design, ETL, Integration, OLAP, PL/SQL, Requirements Gathering, SDLC, SharePoint, Software Development, Software Project..., T-SQL, Unix, Unix Shell Scripting, Visio, Agile Methodologies, Analysis Services, Business Intelligence..., SOA, Solution Architecture, Data Integration, Teradata, Dashboard, Master Data Management, Web Services, Enterprise Architecture, Performance Tuning, Toad
Education
Texas A&M University-Kingsville 2005 — 2006
Masters, Computer Science
University of Madras 1999 — 2003
BE, instrumentation and Control Engineering
Larry Goebel's Prudential Financial Experience April 1982 - January 1991
Job President at GOEBEL Insurance & Financial Inc
Industry Insurance
Experience
GOEBEL Insurance & Financial Inc January 1994 - Present
Prudential Financial April 1982 - January 1991
Skills
Small Business, Insurance, Medicare, Medicare Part D, Medicare Advantage, Medicare/Medicaid..., Medicare Prescription..., Health Insurance, Life Insurance, Disability Insurance, Financial Services, Community Service, Entrepreneurship, Investments, Father, Big Brother, Husband, Leadership, Employee Management, Singing, Small Business Marketing, Individual Health..., Long Term Care Insurance, Long-term Care
Education
The American College 1982 — 2014
Insurance & Financial Services
The Institute of Fraud Risk Management 2007 — 2008
CITRMS, Identity Theft & Data Security
Fond du Lac High School 1974 — 1977
GOEBEL Insurance & Financial Inc January 1994 - Present
Prudential Financial April 1982 - January 1991
Skills
Small Business, Insurance, Medicare, Medicare Part D, Medicare Advantage, Medicare/Medicaid..., Medicare Prescription..., Health Insurance, Life Insurance, Disability Insurance, Financial Services, Community Service, Entrepreneurship, Investments, Father, Big Brother, Husband, Leadership, Employee Management, Singing, Small Business Marketing, Individual Health..., Long Term Care Insurance, Long-term Care
Education
The American College 1982 — 2014
Insurance & Financial Services
The Institute of Fraud Risk Management 2007 — 2008
CITRMS, Identity Theft & Data Security
Fond du Lac High School 1974 — 1977
Alex Barnwell's Prudential Financial Experience March 2006 - April 2007
Job Area Life Insurance Consultant at Profit Plans, LLC
Industry Financial Services
Experience
Profit Plans, LLC Financial SpecialistAllstate FinancialApril 2007 - March 2008
Prudential Financial March 2006 - April 2007
Allstate Financial October 2004 - March 2006
New York Life June 2002 - October 2004
Horace Mann October 1996 - April 2002
Horace Mann July 1995 - October 1996
Horace Mann February 1990 - July 1995
Education
The American College 1994 — 2004
ChFC, CLU, CLF, Financial Services and Management
Western Carolina University 1980 — 1984
BS, Sports Management
Profit Plans, LLC Financial SpecialistAllstate FinancialApril 2007 - March 2008
Prudential Financial March 2006 - April 2007
Allstate Financial October 2004 - March 2006
New York Life June 2002 - October 2004
Horace Mann October 1996 - April 2002
Horace Mann July 1995 - October 1996
Horace Mann February 1990 - July 1995
Education
The American College 1994 — 2004
ChFC, CLU, CLF, Financial Services and Management
Western Carolina University 1980 — 1984
BS, Sports Management
Geoffrey Tricarico's Prudential Financial Experience March 2015 - Present
Job Manager Strategic Initiatives at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2015 - Present
JP Morgan October 2010 - March 2015
J.H. Cohn LLP January 2009 - October 2010
Goldman Sachs January 2007 - January 2009
GE Capital July 2005 - January 2007
Skills
Microsoft Office, Profitability Analysis, Financial Management, Product Development, Client Service, Sales Support, Financial Analysis, Corporate Advisory, Managerial Finance, Product Management, Relationship Management, Analytical Support, Emotional Intelligence, Sales Operations, Analysis, CO-PA, Client Services, Finance, Mergers & Acquisitions, Corporate Finance
Education
Temple University - Fox School of Business and Management 2001 — 2005
Business Honors (BBA), Economics
Hunterdon Central Regional High School
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Economics
Prudential Financial March 2015 - Present
JP Morgan October 2010 - March 2015
J.H. Cohn LLP January 2009 - October 2010
Goldman Sachs January 2007 - January 2009
GE Capital July 2005 - January 2007
Skills
Microsoft Office, Profitability Analysis, Financial Management, Product Development, Client Service, Sales Support, Financial Analysis, Corporate Advisory, Managerial Finance, Product Management, Relationship Management, Analytical Support, Emotional Intelligence, Sales Operations, Analysis, CO-PA, Client Services, Finance, Mergers & Acquisitions, Corporate Finance
Education
Temple University - Fox School of Business and Management 2001 — 2005
Business Honors (BBA), Economics
Hunterdon Central Regional High School
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Economics
John Kohanek CEBS CLU ChFC RHU's Prudential Financial Experience January 2010 - March 2011
Job Product Manager, Planning & Product Development at Delta Dental of New Jersey
Industry Insurance
Experience
Delta Dental of New Jersey January 2014 - Present
Independent Consultant November 2011 - December 2013
Colonial Life January 2011 - January 2012
Prudential Financial January 2010 - March 2011
American General Life Companies 2007 - September 2009
Guardian Life Insurance 2005 - 2007
Mutual of Omaha 1998 - 2005
Mutual of Omaha 1994 - 1998
Mutual of Omaha 1991 - 1994
Skills
Product Development, Project Management, Product Life Cycle..., Product Portfolio, Strategic Planning, Marketing Strategy, Business Strategy, Risk Analysis, Risk Management, Market Research, Team Building, Team Management, Team Leadership, Distribution Management, Marketing Communications, Communications Planning, Product Launches, Product Design, Data Analysis, Competitive Analysis, Market Analysis, Policy Analysis, Sales Process, Sales Support, Prospecting, Activity Planning, Project Implementation, Promotional Design, Promotion Planning, Product Branding, Vendor Relations, Vendor Management, Product Training, Presentation Development, Sales Presentations, Group Presentations, Consulting, Management Consulting, Employee Benefits, Sales Operations, Insurance, Health Insurance, Life Insurance, Sales, Fixed Annuities, Cross-functional Team..., Product Marketing, Management, Training, Business Planning
Education
University of Nebraska-Lincoln 1975 — 1979
B.A., Business Administration
The American College
Chartered Life Underwriter / Chartered Financial Consultant, Insurance
Wharton School, University of Pennsylvania
Certified Employee Benefit Specialist, Group Insurance
Delta Dental of New Jersey January 2014 - Present
Independent Consultant November 2011 - December 2013
Colonial Life January 2011 - January 2012
Prudential Financial January 2010 - March 2011
American General Life Companies 2007 - September 2009
Guardian Life Insurance 2005 - 2007
Mutual of Omaha 1998 - 2005
Mutual of Omaha 1994 - 1998
Mutual of Omaha 1991 - 1994
Skills
Product Development, Project Management, Product Life Cycle..., Product Portfolio, Strategic Planning, Marketing Strategy, Business Strategy, Risk Analysis, Risk Management, Market Research, Team Building, Team Management, Team Leadership, Distribution Management, Marketing Communications, Communications Planning, Product Launches, Product Design, Data Analysis, Competitive Analysis, Market Analysis, Policy Analysis, Sales Process, Sales Support, Prospecting, Activity Planning, Project Implementation, Promotional Design, Promotion Planning, Product Branding, Vendor Relations, Vendor Management, Product Training, Presentation Development, Sales Presentations, Group Presentations, Consulting, Management Consulting, Employee Benefits, Sales Operations, Insurance, Health Insurance, Life Insurance, Sales, Fixed Annuities, Cross-functional Team..., Product Marketing, Management, Training, Business Planning
Education
University of Nebraska-Lincoln 1975 — 1979
B.A., Business Administration
The American College
Chartered Life Underwriter / Chartered Financial Consultant, Insurance
Wharton School, University of Pennsylvania
Certified Employee Benefit Specialist, Group Insurance
David Bigsby's Prudential Financial Experience January 1976 - January 1994
Job pastor at iturm
Industry Religious Institutions
Experience
iturm October 2006 - Present
Calvary Baptist Glenwood, IL September 1994 - October 2006
Prudential Insurance January 1970 - December 1994
Prudential Financial January 1976 - January 1994
Skills
Machinist, Executive Management, Pastorial Care, Public Speaking, Non-profits, Preaching, Biblical Studies, Theology, Pastoral Counseling, Pastoral Care, Religion, Discipleship, Gospel, Spiritual Direction, Religious Studies, Community Outreach, Nonprofits, Volunteer Management, Church Growth, Community Organizing, Missions, Liturgy
Education
Chicago Baptist Institute 1998 — 2002
Bachelor of Science, Religion
Morehouse College 1963 — 1967
Bachelor of Science, Psychology
Morehouse College
iturm October 2006 - Present
Calvary Baptist Glenwood, IL September 1994 - October 2006
Prudential Insurance January 1970 - December 1994
Prudential Financial January 1976 - January 1994
Skills
Machinist, Executive Management, Pastorial Care, Public Speaking, Non-profits, Preaching, Biblical Studies, Theology, Pastoral Counseling, Pastoral Care, Religion, Discipleship, Gospel, Spiritual Direction, Religious Studies, Community Outreach, Nonprofits, Volunteer Management, Church Growth, Community Organizing, Missions, Liturgy
Education
Chicago Baptist Institute 1998 — 2002
Bachelor of Science, Religion
Morehouse College 1963 — 1967
Bachelor of Science, Psychology
Morehouse College
Annie O'Neil's Prudential Financial Experience January 2013 - Present
Job Director Quality Performance Coaching at Prudential Financial
Industry Professional Training & Coaching
Experience
Prudential Financial January 2013 - Present
Express Scripts 2012 - Present
Medco February 2009 - September 2012
IDEXX Laboratories September 2001 - February 2009
Skills
Change Management, Process Improvement, Coaching, Leadership Development, Performance Management, Business Process..., Training, Budgets, Six Sigma, Strategic Planning, Team Building, Analysis, Leadership, Team Leadership, Business Analysis, Quality Assurance, Management, Strategy, Business Coaching, Cross-functional Team..., Vendor Management, Call Centers, Customer Satisfaction, Business Development, Project Management, Employee Engagement, Organizational..., Sales, Talent Acquisition, Recruiting, Performance Improvement, Call Center, Talent Management, Customer Service, Employee Relations, Program Management, Employee Training, Operations Management, Human Resources, Employee Benefits, Executive Coaching, MBTI, Onboarding, Project Planning, Business Strategy, CRM, Organizational..., Succession Planning, Customer Experience, Training Delivery
Education
Texas A&M University 1978 — 1982
Bachelor of Applied Science (BASc), Business, Marketing
Prudential Financial January 2013 - Present
Express Scripts 2012 - Present
Medco February 2009 - September 2012
IDEXX Laboratories September 2001 - February 2009
Skills
Change Management, Process Improvement, Coaching, Leadership Development, Performance Management, Business Process..., Training, Budgets, Six Sigma, Strategic Planning, Team Building, Analysis, Leadership, Team Leadership, Business Analysis, Quality Assurance, Management, Strategy, Business Coaching, Cross-functional Team..., Vendor Management, Call Centers, Customer Satisfaction, Business Development, Project Management, Employee Engagement, Organizational..., Sales, Talent Acquisition, Recruiting, Performance Improvement, Call Center, Talent Management, Customer Service, Employee Relations, Program Management, Employee Training, Operations Management, Human Resources, Employee Benefits, Executive Coaching, MBTI, Onboarding, Project Planning, Business Strategy, CRM, Organizational..., Succession Planning, Customer Experience, Training Delivery
Education
Texas A&M University 1978 — 1982
Bachelor of Applied Science (BASc), Business, Marketing
Jude Ugiomoh's Prudential Financial Experience June 2015 - Present
Job Developer at Prudential Financial
Industry Computer Software
Experience
Prudential Financial June 2015 - Present
IBM June 2014 - December 2014
Verizon June 2013 - August 2013
Texas Southern Universith COPHS Computer Lab December 2012 - May 2013
TSU Department of Computer Science/Dimacs REU June 2012 - April 2013
Office of the Provost, Texas Southern University August 2011 - November 2012
Center for Online Education and Instructional Technology (COLEIT) January 2011 - July 2011
Skills
Troubleshooting, C++, Windows, Microsoft Office, Java, Customer Service, Networking, Network Administration, Software Development, Testing, Software Installation, Outlook, Access, Visual Basic, Altiris, TCP/IP, Teradata SQL, Windows Server, Banner 8, Analytical Skills, Critical Thinking, Databases, SQL, Operating Systems
Education
Texas Southern University 2010 — 2014
Bachelor of Science (BS), Computer Science
igbinedion education centre
Prudential Financial June 2015 - Present
IBM June 2014 - December 2014
Verizon June 2013 - August 2013
Texas Southern Universith COPHS Computer Lab December 2012 - May 2013
TSU Department of Computer Science/Dimacs REU June 2012 - April 2013
Office of the Provost, Texas Southern University August 2011 - November 2012
Center for Online Education and Instructional Technology (COLEIT) January 2011 - July 2011
Skills
Troubleshooting, C++, Windows, Microsoft Office, Java, Customer Service, Networking, Network Administration, Software Development, Testing, Software Installation, Outlook, Access, Visual Basic, Altiris, TCP/IP, Teradata SQL, Windows Server, Banner 8, Analytical Skills, Critical Thinking, Databases, SQL, Operating Systems
Education
Texas Southern University 2010 — 2014
Bachelor of Science (BS), Computer Science
igbinedion education centre
Eldon Lawrence's Prudential Financial Experience September 1989 - April 2007
Job Investment Advisor Representative with AspenCross Financial Group a Member of the John Hancock Financial Network
Industry Financial Services
Experience
AspenCross Financial Group April 2009 - Present
Thrivent Financial for Lutherans September 2007 - March 2009
Prudential Financial September 1989 - April 2007
Education
The American College 2000 — 2000
LUTCF, Life Underwriter Training Council Fellow
AspenCross Financial Group April 2009 - Present
Thrivent Financial for Lutherans September 2007 - March 2009
Prudential Financial September 1989 - April 2007
Education
The American College 2000 — 2000
LUTCF, Life Underwriter Training Council Fellow
Trenease Baxter's Prudential Financial Experience January 2008 - Present
Job Associate Manager, Actuarial at Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2008 - Present
The Liacouras Center, Global Spectrum September 2003 - April 2008
Skills
Microsoft Word, Excel,..., Rapid SQL/SQL Server, Photoshop, Illustrator,..., PC and MAC literate, MG-ALFA, Survey Monkey, Excel Visual Basic
Education
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Business Administration (BBA), Actuarial Science
Prudential Financial January 2008 - Present
The Liacouras Center, Global Spectrum September 2003 - April 2008
Skills
Microsoft Word, Excel,..., Rapid SQL/SQL Server, Photoshop, Illustrator,..., PC and MAC literate, MG-ALFA, Survey Monkey, Excel Visual Basic
Education
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Business Administration (BBA), Actuarial Science
Drew Acker's Prudential Financial Experience January 2008 - Present
Job Internal Wholesaler at Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2008 - Present
pharmaceutical product development April 2006 - January 2008
Skills
Series 63, Mutual Funds, Series 7, Fixed Annuities, Series 6, Retirement, 401k, Retirement Planning, Insurance, Securities, Investments, Asset Allocation, Financial Services, Strategic Financial..., Wealth Management, Financial Background, Budget Forecasts, Variable Annuities, Capital Markets, Consultation Skills, Investment Strategies, Investment Selection, Qualified Retirement..., Financial Analysis, Budget Models, Budget Proposals
Education
Temple University - Fox School of Business and Management 2001 — 2005
BBA, Finance and Real Estate
Prudential Financial January 2008 - Present
pharmaceutical product development April 2006 - January 2008
Skills
Series 63, Mutual Funds, Series 7, Fixed Annuities, Series 6, Retirement, 401k, Retirement Planning, Insurance, Securities, Investments, Asset Allocation, Financial Services, Strategic Financial..., Wealth Management, Financial Background, Budget Forecasts, Variable Annuities, Capital Markets, Consultation Skills, Investment Strategies, Investment Selection, Qualified Retirement..., Financial Analysis, Budget Models, Budget Proposals
Education
Temple University - Fox School of Business and Management 2001 — 2005
BBA, Finance and Real Estate
Duane Pettis's Prudential Financial Experience September 2011 - December 2011
Job Product Owner and Quantitative Analyst at Vantage Labs
Industry Financial Services
Experience
Prudential Financial September 2011 - December 2011
Prudential Financial October 2010 - December 2011
University of Central Florida June 2008 - July 2009
Skills
Python, Time Series Analysis, Statistics, Simulations, Derivatives, Analysis, Risk Management, VAR, Programming, Finance, Forecasting, Volatility, MATLAB, C++, VBA, IDL, Scrum Agile Software..., Microsoft Excel, Project Management, Structured Finance, SAS Programming, Unix, Linux, OSX, Open Office, R, Quantitative Modeling
Education
Temple University - Fox School of Business and Management 2009 — 2010
Master of Science Financial Engineering, Financial engineering
University of Central Florida 2002 — 2008
Bachelor of Science, Physics
Prudential Financial September 2011 - December 2011
Prudential Financial October 2010 - December 2011
University of Central Florida June 2008 - July 2009
Skills
Python, Time Series Analysis, Statistics, Simulations, Derivatives, Analysis, Risk Management, VAR, Programming, Finance, Forecasting, Volatility, MATLAB, C++, VBA, IDL, Scrum Agile Software..., Microsoft Excel, Project Management, Structured Finance, SAS Programming, Unix, Linux, OSX, Open Office, R, Quantitative Modeling
Education
Temple University - Fox School of Business and Management 2009 — 2010
Master of Science Financial Engineering, Financial engineering
University of Central Florida 2002 — 2008
Bachelor of Science, Physics
Denny Axman's Prudential Financial Experience January 1970 - December 2009
Job VP,Pinnacle Ins, LLC; Managing Partner Advanced Market Resources, LLC; Adjunct Faculty, The American College
Industry Financial Services
Experience
Pinnacle Insurance, LLC. and Advanced Market Resources, LLC February 2009 - Present
Prudential Financial January 1970 - December 2009
Skills
Insurance, Estate Planning, Retirement Planning, Fixed Annuities, Public Speaking, Sales, Life Insurance, Financial Services, Management, Finance, Disability Insurance, Retirement, Long-term Care, Series 6, Financial Planners, Term Life Insurance, Series 63, Long Term Care Insurance, IRAs, Whole Life, Wealth Management, Mutual Funds, Wealth Accumulation, Financial Advisory, Universal Life, Variable Annuities, FINRA, Wealth, Investment Advisory, 401k, Qualified Retirement..., Investments, Series 7
Education
National Assoc. of Estate Planning Councils 1990 — 1991
Accredited Estate Planner, Estate Planning
The College for Financial Planning 1990 — 1991
CFPtm, Financial Planning
The American College 1978 — 1983
CLU, ChFC, insurance and financial counseling
Pinnacle Insurance, LLC. and Advanced Market Resources, LLC February 2009 - Present
Prudential Financial January 1970 - December 2009
Skills
Insurance, Estate Planning, Retirement Planning, Fixed Annuities, Public Speaking, Sales, Life Insurance, Financial Services, Management, Finance, Disability Insurance, Retirement, Long-term Care, Series 6, Financial Planners, Term Life Insurance, Series 63, Long Term Care Insurance, IRAs, Whole Life, Wealth Management, Mutual Funds, Wealth Accumulation, Financial Advisory, Universal Life, Variable Annuities, FINRA, Wealth, Investment Advisory, 401k, Qualified Retirement..., Investments, Series 7
Education
National Assoc. of Estate Planning Councils 1990 — 1991
Accredited Estate Planner, Estate Planning
The College for Financial Planning 1990 — 1991
CFPtm, Financial Planning
The American College 1978 — 1983
CLU, ChFC, insurance and financial counseling
Barbara Helgager's Prudential Financial Experience April 2003 - March 2011
Job Business, Process Analyst
Industry Insurance
Experience
Prudential Financial April 2003 - March 2011
Prudential Financial April 1999 - April 2003
Prudential Financial April 1996 - April 1999
Prudential Financial April 1989 - April 1996
Education
Life Office Management Institute
FLMI, ACS, Fellow Life Management Institute, Associate Customer Service
The American College
CLU, CPCU, Chartered Life Underwriter, Chartered Property Casualty Underwriter
University of St. Catherine
BS, Nutrition
Prudential Financial April 2003 - March 2011
Prudential Financial April 1999 - April 2003
Prudential Financial April 1996 - April 1999
Prudential Financial April 1989 - April 1996
Education
Life Office Management Institute
FLMI, ACS, Fellow Life Management Institute, Associate Customer Service
The American College
CLU, CPCU, Chartered Life Underwriter, Chartered Property Casualty Underwriter
University of St. Catherine
BS, Nutrition
Lisa Maricle's Prudential Financial Experience 2014 - Present
Job Director, New Business at Prudential Financial
Industry Financial Services
Experience
Prudential Financial 2014 - Present
Education
Temple University - Fox School of Business and Management
Bachelor’s Degree, Accounting and Finance
Prudential Financial 2014 - Present
Education
Temple University - Fox School of Business and Management
Bachelor’s Degree, Accounting and Finance
Hilary Howell's Prudential Financial Experience June 2012 - January 2014
Job Senior Portfolio Associate at The Irvine Company
Industry Real Estate
Experience
The Irvine Company January 2014 - Present
Prudential Financial June 2012 - January 2014
Prudential Asset Resources March 2010 - June 2012
Prudential Asset Resources, Inc. June 2008 - March 2010
Skills
CMBS, Loan Servicing, Financial Analysis, Credit Risk Analysis, Mortgage, Loan Origination, Underwriting, Real Estate, Construction Loans, Fannie Mae, Freddie Mac, Commercial Mortgages, Investments, Mortgage Lending, Loans
Education
University of North Texas 2006 — 2008
Bachelor, Finance
Texas A&M University 2004 — 2006
Finance
The Irvine Company January 2014 - Present
Prudential Financial June 2012 - January 2014
Prudential Asset Resources March 2010 - June 2012
Prudential Asset Resources, Inc. June 2008 - March 2010
Skills
CMBS, Loan Servicing, Financial Analysis, Credit Risk Analysis, Mortgage, Loan Origination, Underwriting, Real Estate, Construction Loans, Fannie Mae, Freddie Mac, Commercial Mortgages, Investments, Mortgage Lending, Loans
Education
University of North Texas 2006 — 2008
Bachelor, Finance
Texas A&M University 2004 — 2006
Finance
Steve Grzywacz CLU's Prudential Financial Experience September 1992 - May 1997
Job Agent at Texas Farm Bureau Insurance Companies
Industry Insurance
Experience
Texas Farm Bureau Insurance Companies February 2001 - Present
John Hancock Financial Services May 1997 - February 2001
Prudential Financial September 1992 - May 1997
Skills
Insurance, Commercial Insurance, Property & Casualty..., Casualty, Commercial Lines, Customer Service, Sales, Team Building, Sales Management, Strategic Planning, Customer Satisfaction, Selling, Account Management, New Business Development, Public Speaking, Call Centers, Risk Management, Property, Small Business
Education
The American College 2010 — 2012
Certified Life Underwriter, Insurance and financial planning, A
Texas Tech University 1981 — 1988
Bachelor of Arts (BA), Speech Communication/ Mass Communication
Texas Farm Bureau Insurance Companies February 2001 - Present
John Hancock Financial Services May 1997 - February 2001
Prudential Financial September 1992 - May 1997
Skills
Insurance, Commercial Insurance, Property & Casualty..., Casualty, Commercial Lines, Customer Service, Sales, Team Building, Sales Management, Strategic Planning, Customer Satisfaction, Selling, Account Management, New Business Development, Public Speaking, Call Centers, Risk Management, Property, Small Business
Education
The American College 2010 — 2012
Certified Life Underwriter, Insurance and financial planning, A
Texas Tech University 1981 — 1988
Bachelor of Arts (BA), Speech Communication/ Mass Communication
Denny Axman's Prudential Financial Experience December 1969 - December 2008
Job Managing Partner at Advanced Market Resources, LLC
Industry Financial Services
Experience
Advanced Market Resources,LLC Adjunct Professor in the CLU, ChFC programsThe American CollegeMay 2012 - Present
Pinnacle Insuance and Financial Services January 2009 - Present
Advanced Market Resources, LLC February 2005 - Present
Prudential Financial December 1969 - December 2008
Skills
Investments, Private Equity, Strategic Planning, Mergers & Acquisitions, Business Strategy, Business Planning, Estate Planning, Finance, Financial Services, Insurance, Retirement, Wealth Management
Education
The College For Financial Planning 1995 — 1996
Certified Financial Planner tm, Financial Planning and Services, Designation Obtained
The American College 1978 — 1989
Chartered Life Underwriter, Chartered Financial Consultant, Accredited Estate Planner, Certified, Life Insurance Planning, Designations Obtained
Advanced Market Resources,LLC Adjunct Professor in the CLU, ChFC programsThe American CollegeMay 2012 - Present
Pinnacle Insuance and Financial Services January 2009 - Present
Advanced Market Resources, LLC February 2005 - Present
Prudential Financial December 1969 - December 2008
Skills
Investments, Private Equity, Strategic Planning, Mergers & Acquisitions, Business Strategy, Business Planning, Estate Planning, Finance, Financial Services, Insurance, Retirement, Wealth Management
Education
The College For Financial Planning 1995 — 1996
Certified Financial Planner tm, Financial Planning and Services, Designation Obtained
The American College 1978 — 1989
Chartered Life Underwriter, Chartered Financial Consultant, Accredited Estate Planner, Certified, Life Insurance Planning, Designations Obtained
Jeffrey Pelus's Prudential Financial Experience June 2011 - November 2011
Job Senior Financial Analyst Corporate Finance at Public Financial Management
Industry Financial Services
Experience
Public Financial Management April 2014 - Present
Murray Devine November 2011 - April 2014
Prudential Financial June 2011 - November 2011
Prudential Financial December 2007 - June 2011
Prudential Financial May 2007 - December 2007
Prudential Financial June 2006 - May 2007
Skills
Valuation, Financial Modeling, Equity Valuation, Financial Analysis, Business Valuation, Investment Research, Equities, Bloomberg Terminal, Fixed Annuities, Series 6, Mutual Funds, Series 63
Education
Temple University - Fox School of Business and Management 2007 — 2010
Master of Business Administration (M.B.A.), Finance
Public Financial Management April 2014 - Present
Murray Devine November 2011 - April 2014
Prudential Financial June 2011 - November 2011
Prudential Financial December 2007 - June 2011
Prudential Financial May 2007 - December 2007
Prudential Financial June 2006 - May 2007
Skills
Valuation, Financial Modeling, Equity Valuation, Financial Analysis, Business Valuation, Investment Research, Equities, Bloomberg Terminal, Fixed Annuities, Series 6, Mutual Funds, Series 63
Education
Temple University - Fox School of Business and Management 2007 — 2010
Master of Business Administration (M.B.A.), Finance
Annie Prater's Prudential Financial Experience September 1994 - February 2004
Job Sr Underwriter at Allstate Insurance
Industry Insurance
Experience
Allstate Insurance April 2004 - Present
Prudential Financial September 1994 - February 2004
Prudential Financial June 1984 - September 1994
Skills
Property & Casualty..., Casualty, Commercial Insurance, Insurance, General Insurance, Liability, Underwriting, Legal Liability, Claim, Umbrella Insurance, Professional Liability, Life Insurance, Workers Compensation
Education
Texas Southern University
Allstate Insurance April 2004 - Present
Prudential Financial September 1994 - February 2004
Prudential Financial June 1984 - September 1994
Skills
Property & Casualty..., Casualty, Commercial Insurance, Insurance, General Insurance, Liability, Underwriting, Legal Liability, Claim, Umbrella Insurance, Professional Liability, Life Insurance, Workers Compensation
Education
Texas Southern University
William Gechman's Prudential Financial Experience October 2008 - Present
Job Director, Group Insurance Operations at Prudential Financial
Industry Financial Services
Experience
Prudential Financial October 2008 - Present
Prudential Financial August 2005 - October 2008
Skills
Accounting, Auditing, Budgets, Financial Analysis, Financial Reporting, GAAP, Insurance, Leadership, Mentoring, Process Improvement, Project Management, Risk Management, Sarbanes-Oxley Act, Team Building, Team Leadership, Business Process...
Education
Temple University - Fox School of Business and Management 1992 — 1997
Bachelor's degree, Accounting
Prudential Financial October 2008 - Present
Prudential Financial August 2005 - October 2008
Skills
Accounting, Auditing, Budgets, Financial Analysis, Financial Reporting, GAAP, Insurance, Leadership, Mentoring, Process Improvement, Project Management, Risk Management, Sarbanes-Oxley Act, Team Building, Team Leadership, Business Process...
Education
Temple University - Fox School of Business and Management 1992 — 1997
Bachelor's degree, Accounting
Michael Covert's Prudential Financial Experience April 1998 - November 2003
Job Consulting Actuary at Perr&Knight
Industry Insurance
Experience
Perr&Knight December 2003 - Present
Prudential Financial April 1998 - November 2003
USF&G April 1997 - March 1998
Education
Temple University - Fox School of Business and Management 1993 — 1997
Bachelor of Business Administration (BBA), Actuarial Science
Temple University - Fox School of Business and Management
Perr&Knight December 2003 - Present
Prudential Financial April 1998 - November 2003
USF&G April 1997 - March 1998
Education
Temple University - Fox School of Business and Management 1993 — 1997
Bachelor of Business Administration (BBA), Actuarial Science
Temple University - Fox School of Business and Management
Brandon Hogue's Prudential Financial Experience 2013 - 2013
Job Former Estimator/Financial Services Professional Looking for Work
Industry Financial Services
Experience
McCorvey Sheet Metal October 2012 - January 2013
Prudential Financial 2013 - 2013
MR Sheet Metal February 2011 - October 2012
Walsh & Albert October 2009 - January 2011
Skills
Insurance, Economics, Microsoft Office, Microsoft Excel, Microsoft Word, Highly detail oriented, Customer Service, Ductwork, Easily Adaptable, Integrity, Reliability, Sheet Metal, Multi Tasking, Quote Preparation, Price Quotes, Rapid Learning, Vendors
Education
Texas Tech University 2004 — 2008
Bachelor of Arts (BA), Economics
McCorvey Sheet Metal October 2012 - January 2013
Prudential Financial 2013 - 2013
MR Sheet Metal February 2011 - October 2012
Walsh & Albert October 2009 - January 2011
Skills
Insurance, Economics, Microsoft Office, Microsoft Excel, Microsoft Word, Highly detail oriented, Customer Service, Ductwork, Easily Adaptable, Integrity, Reliability, Sheet Metal, Multi Tasking, Quote Preparation, Price Quotes, Rapid Learning, Vendors
Education
Texas Tech University 2004 — 2008
Bachelor of Arts (BA), Economics
Paul Kolodziejczyk's Prudential Financial Experience 1987 - August 1991
Job Investor
Industry Oil & Energy
Experience
Self-employed August 2007 - Present
Prudential Financial 1987 - August 1991
TP Truck Center June 1965 - July 1986
Skills
Developing Web Page for..., Portfolio Management
Education
US Airforce Pilot Training 1955 — 1957
Pilot Wings
Texas State University-San Marcos 1950 — 1954
Bachelor's degree, Industrial arts
Self-employed August 2007 - Present
Prudential Financial 1987 - August 1991
TP Truck Center June 1965 - July 1986
Skills
Developing Web Page for..., Portfolio Management
Education
US Airforce Pilot Training 1955 — 1957
Pilot Wings
Texas State University-San Marcos 1950 — 1954
Bachelor's degree, Industrial arts
Mark Dewey's Prudential Financial Experience May 2012 - August 2012
Job
Industry Information Technology and Services
Experience
Siemens Medical Solutions USA, Inc September 2012 - January 2015
Prudential Financial May 2012 - August 2012
Waffle House, Inc. March 2011 - March 2012
Express Employment Professionals January 2011 - February 2011
Erb Brothers Landscaping May 2010 - August 2010
Spherion May 2009 - May 2010
Simeral Construction September 2008 - December 2008
Skills
Customer Service, Employee Training, Troubleshooting, Management, Data Entry, Call Centers
Education
Temple University - Fox School of Business and Management
Siemens Medical Solutions USA, Inc September 2012 - January 2015
Prudential Financial May 2012 - August 2012
Waffle House, Inc. March 2011 - March 2012
Express Employment Professionals January 2011 - February 2011
Erb Brothers Landscaping May 2010 - August 2010
Spherion May 2009 - May 2010
Simeral Construction September 2008 - December 2008
Skills
Customer Service, Employee Training, Troubleshooting, Management, Data Entry, Call Centers
Education
Temple University - Fox School of Business and Management
Stan Mathews's Prudential Financial Experience February 2012 - September 2012
Job Accounting at Jako Enterprises, Ltd
Industry Accounting
Experience
Jako Enterprises, Ltd September 2012 - Present
Prudential Financial February 2012 - September 2012
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Jako Enterprises, Ltd September 2012 - Present
Prudential Financial February 2012 - September 2012
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
State Farm Insurance
Allstate
State Farm
farmers insurance
Aflac
CIGNA
GEICO
American Family Insurance