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
Blackbaud January 2014 - Present
Blackbaud May 2013 - December 2013
Abercrombie & Fitch May 2012 - April 2013
Prudential Financial September 2011 - June 2012
UBS May 2009 - June 2010
Skills
Financial Analysis, Microsoft Office, Corporate Finance, Investments, Financial Modeling, Headcount Management, Human Resources, SAP ERP, Accounting, Data Mining, PeopleSoft, RMS, Crystal Reports, Cross-functional Team..., Physical Inventory, Auditing, Asset Allocation, Account Reconciliation, Strategic Financial..., Retirement Planning, Wealth Management, Financial Reporting, Event Planning, Presentations, Hands-on Training, Team Leadership
Education
The Citadel 2014 — 2016
Master of Business Administration (M.B.A.)
The Ohio State University 2007 — 2011
B. S. of Business Administration, Finance
MKM Partners March 2012 - Present
Soleil Securities / Ticonderoga Securities October 2008 - January 2012
Calyon 2006 - February 2011
Calyon Securities (USA) 2006 - 2008
OppenheimerFunds 2006 - 2006
OppenheimerFunds 2006 - 2006
Prudential Financial 2003 - 2006
Datek Online 1998 - 2001
Skills
Series 7, Equities, Financial Analysis, Mutual Funds, Equity Research, Bloomberg, Series 63, Capital Markets, Securities, Financial Modeling, Equity Valuation, Investments, Valuation, Investment Strategies, Financial Markets, Asset Management, Investment Banking, Trading, Derivatives, FINRA, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance / Accounting
The College of New Jersey 1994 — 1998
BA, Psychology
WHS
WHS
woodbridge high
OppenheimerFunds AVP, Marketing OperationsOppenheimerFundsJanuary 1998 - Present
Deloitte and Touche January 1996 - January 1998
Deloitte and Touche January 1992 - January 1996
Prudential Financial January 1990 - January 1992
Poppe Tyson Advertising January 1989 - January 1990
Economics Press January 1988 - January 1989
Nabisco Brands January 1987 - January 1988
Skills
Graphic Design, Computer Graphics, Logo Design, Video Production, Art Direction, Digital Asset Management, Adobe Design Programs, Adobe Professional, Adobe AEM, Packaging Design, Photoshop, Illustrator, Adobe Creative Suite, Investments, Fixed Income, Mutual Funds, Financial Services, Packaging, Risk Management, Advertising
Education
The College of New Jersey 1983 — 1987
Bachelor's Degree, Advertising Design
Wells Fargo Advisors June 2014 - Present
Prudential Financial October 1997 - June 2014
Skills
Insurance, Underwriting, Salesforce.com, Account Management, Sales, Financial Services, Relationship Management, Sales Management, New Business Development, Selling, Direct Sales, Wealth Management, Life Insurance, Strategic Planning
Education
The American College 1995 — 1997
Chartered Financial Consultant
Winona State University 1980 — 1985
B.S, Business Education, Accounting
Thrivent Financial April 2015 - Present
Prudential Financial December 2014 - April 2015
UWRF-Finance Club September 2013 - May 2014
Sheet Metal Connectors May 2013 - September 2013
Heggem Brothers Landscaping 2009 - April 2013
Skills
Sales, Microsoft Word, Microsoft Office, Team Management, Customer Service, Heavy Equipment, Time Management, Financial Analysis
Education
The College of St. Scholastica 2015 — 2017
Master’s Degree, Busiess Administration-Finance
University of Wisconsin-River Falls 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Penn Mutual February 2014 - Present
Prudential Financial January 2013 - January 2014
The Hartford September 2011 - January 2013
Woodbury Financial Services June 2009 - September 2011
Woodbury Financial Services March 2000 - June 2009
Skills
Life Insurance, Series 6, Retirement Planning, Series 63, Insurance, Mutual Funds, Retirement, Fixed Annuities, Series 7, Investments, Financial Services, 401k, Investment Advisory, FINRA, Wealth Management, Variable Annuities, Life & Health Insurance..., Relationship Management, ChFC
Education
The American College 2008 — 2011
ChFC, Chartered Financial Counselor
University of Wisconsin-River Falls 1989 — 1993
Bachelor's degree, Finance, General
FlexWage Solutions January 2015 - Present
Digikist February 2010 - Present
inControl Ads, Inc. May 2013 - January 2015
evoWorkspaces July 2013 - December 2014
BCM, Inc. (formerly Backchannel Media, Inc.) 2010 - 2013
Squrl.com / IndustryNext / Incognito Digital 2004 - 2010
HRsoft Inc. 2001 - 2004
WiseAds New Media 1999 - 2000
Prudential Financial 1996 - 1999
Wiss & Company, LLP 1993 - 1996
Skills
Strategic Planning, Budget, Pricing, Digital Media, Start-ups, US GAAP, Accounting, Project Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Corporate Finance, Investor Relations, Variance Analysis, Projection Modeling, R&D planning, Lines Of Credit, Cash Management, Cash Flow Forecasting, Cash-flow Management, Treasury Management, Lease Negotiations, Office Management, Microsoft Office, Microsoft Excel, Facility Relocation, Human Resources, Payroll, PEO, Benefits Administration, Employee Benefits, Business Visas, 401k, Employee Stock Options, Vendor Management, QuickBooks, NetSuite, Mas 90, Microsoft Dynamics, Great Plains Software, Deltek, Sage, PeopleSoft, Intacct, Adobe Acrobat, Budgets, Business Planning, Entrepreneurship, Leadership, Internet Business...
Education
The College of New Jersey 1989 — 1993
BS, Accounting Major, Math Minor
Morris Knolls 1986 — 1989
Morristown-Beard Preparatory School 1984 — 1986
Prudential Financial 1987 - Present
Prudential Insurance 1980 - 1987
Zanesville, OH 1977 - 1980
Skills
Insurance Agents, District Manager, Employee Benefits, Property & Casualty..., Insurance, Health Insurance, Social Networking, Program Management
Education
The American College 1970 — 1980
CLU, ChFC, Insurance, Financial Planning, Economics
The American College
Senior Market Sales Inc October 2013 - Present
Pacific Life December 2004 - February 2013
Prudential Financial June 2003 - June 2004
Pioneer Investments February 1998 - December 2002
Franklin Financial Services Corp March 1983 - January 1997
Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Life Insurance, IRAs, Asset Allocation, Retirement Planning, Long Term Care Insurance, Sales Presentations, Phone Sales Scripting, Series 6, Series 7, Series 26, Series 63, Series 65, 401k, Personnel Supervision, Sales Management, Account Management, Team Management, Marketing, Salesforce.com, Leadership, Retirement, Insurance, Investments, Sales, Financial Planning, Financial Services, Finance, Wealth Management, Long-term Care, Securities, Financial Advisory, Disability Insurance, Relationship Management, Employee Benefits, Management, Microsoft Excel
Education
The American College 1989 — 1992
LUTCF, Life, Disability, & Business Insurance
University of Nebraska-Lincoln 1976 — 1979
Broadcast Journalism, Advertising & Broadcast Journalism
Northwestern Mutual October 2013 - Present
Prudential Financial June 2012 - September 2013
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance
The American College
Prudential Financial December 2014 - Present
US Navy March 2002 - Present
State Farm Insuance April 2009 - December 2014
Skills
Training, Insurance, Budgets, Banking, Human Resources, Credit, Financial Services, Property & Casualty..., Valuation, Claim, Leadership, Microsoft Office, Microsoft Excel, Customer Service, Risk Management, Analysis, Team Leadership, PowerPoint, Microsoft Word, Military, Health Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Sales, Commercial Insurance, Management, Finance
Education
University of Tennessee at Martin 2007 — 2010
Bachelor of Business Administration (BBA), Finance and Management
The American College
LUTCF
The Guardian Life Insurance Company of America 2011 - Present
Prudential Financial 2005 - 2011
MetLife 2002 - 2005
MetLife 2000 - 2002
MetLife 1993 - 1999
Nassau Broadcasting 1979 - 1995
MetLife 1989 - 1992
GfK Custom Research (formerly Response Analysis Corp.) June 1985 - September 1989
RCA Records 1981 - 1984
Skills
B2B Marketing, Voice of the Customer, Competitive Intelligence, Market Research, Marketing Research, Market Intelligence, Segmentation, Competitive Analysis, Market Analysis, Analytics, Data Analysis, User Experience, Marketing Strategy, Strategy Development, Market Planning, Consumer Insights, Marketing Communications, Business Strategy, Benchmarking, Customer Insight, Financial Services, Strategy, Quantitative Research, Insurance, Leadership, Strategic Planning, Marketing, Public Speaking, Management, Team Management, Enterprise Software, CRM, Music Industry, Strategic Partnerships, Direct Marketing, Consulting, Employee Benefits
Education
The College of New Jersey 1978 — 1985
B.S.
Notre Dame High School 1974 — 1978
Mendoza + O'Brien, LLC January 2015 - Present
Prudential Financial June 2002 - December 2014
Robert Half Technology June 2001 - July 2002
Prudential Financial June 1997 - June 2001
Merrill Lynch June 1991 - June 1997
Skills
Talent Management, Executive Coaching, Leadership Development, Performance Management, Leadership, 360 Feedback, Management Development, MBTI, Strategy, Talent Acquisition, Situational Leadership, Coaching, Team Building, Management, Instructional Design, E-Learning, Succession Planning, Human Capital, Sourcing, Fluent in Spanish, Presentation Skills, Human Capital Strategy, PHR, Profilor Certification, Competency Management, Organizational..., Training ROI, Training, Change Management
Education
Goal Imagery 2015 — 2015
Associate Certified Coach (ACC), Coaching
University of North Florida 1994 — 1997
MA, Human Resources
The College of New Jersey 1987 — 1991
BS, Finance
Christian Brothers Academy
Christian Brothers Academy
Goal Imagery
Associate Certified Coach (ACC)
Goal Imagery
Prudential Financial September 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Lotus Notes, Adobe Acrobat, Microsoft Word, Gateway, DAS, PowerPoint, Investments, Spreadsheets, Bloomberg Terminal
Education
The College of New Jersey 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Insurance Training Institute January 2010 - Present
SSA Inc. an Excellus company 2000 - Present
The Fingerlakes Group, LLC January 1999 - Present
New England Financial June 1994 - March 2000
Prudential Financial July 1984 - April 1994
Skills
Certified Pre Licensing..., CE Credit Instructor, Leadership Development, Strategic Planning, Organizational..., Coaching, Team Building, Public Speaking, Program Management, Change Management, Training, Leadership, Insurance, Management Consulting, Management, Instructional Design, Customer Service, Recruiting, Employee Benefits, Marketing, Project Management, Staff Development, Life Insurance, Sales, Fixed Annuities, Disability Insurance, Health Insurance
Education
The American College 1987 — 1992
Associates Degree, Insurance and Risk Management
Southern Cayuga Central, The American College
Financial Advisor January 2005 - Present
Western & Southern Financial Group August 2013 - November 2014
Principal Financial Group January 2011 - August 2013
Prudential Financial January 2005 - June 2010
Skills
Life Insurance, Disability Insurance, Retirement, Financial Services, Insurance, Investments, Finance, Health Insurance, Management, Sales, Fixed Annuities, Small Business, Retirement Planning, Term Life Insurance, Employee Benefits, Sales Management
Education
The American College 2005 — 2006
LUTCF, Financial Services and Insurance Planning
Arizona Tech / ITT 1980 — 1982
AS, Business & Electronics
Nogales High 1974 — 1978
Gold Coast Financial Group, LLC January 2007 - Present
Prudential Financial January 1984 - January 2004
Education
The American College
Custom Financial Concepts 2010 - Present
Self Employed January 2007 - December 2009
Prudential Financial December 1994 - January 2007
Morrie Mages Sports and MC/Mages Sports 1976 - 1994
Skills
Strategic Financial..., Fixed Income, Mutual Funds, Investment Strategies, Financial Advisory, Pensions, Alternative Investments, Financial Modeling, Asset Allocation, Insurance, Portfolio Management, Life Insurance, Investment Advisory, Asset Management, Risk Management, Fixed Annuities, IRAs, Estate Planning, Retirement, Finance, Financial Services, Long-term Care, Disability Insurance, Retirement Planning, 401k, Securities, Investments, Wealth Management, Roth IRA, Long Term Care Insurance, Wealth Accumulation, Personal Finance, Mortgage Lending, Bonds, Financial Planners, Wealth Management..., Term Life Insurance, Savings, Profit Sharing, 403 b, Get a Paycheck for Life, Fixed Indexed Annuities, Gold, Silver, Income Planning..., Health Insurance, Financial Analysis, IRA Rollovers, Roth IRA full or..., 401k Rollovers &...
Education
The American College
Triton College
CosCos LLC May 2007 - Present
Merit Preparatory Charter School of Newark January 2012 - Present
Matchbook Learning March 2015 - Present
Investors' Circle June 2015 - Present
The PFM Group January 2003 - April 2007
Spagnola-Cosack, Inc. October 1992 - December 2002
Cosack & Associates February 1986 - September 1992
Prudential Financial January 1982 - January 1986
Skills
Senior Executive..., Financial Analysis, Team Building, Staff Development, Strategic Planning, New Business Development, Money Management, Non-profits, Asset Allocation, Tactical Planning, Manage Client..., Strong Negotiation..., Public Relations, Problem Solving, Business Innovation, Real Estate Economics, Best Practices, Financial Risk, Communication Skills, Relationship Management, Impact Evaluation, Executive Managment, Educational Leadership, Advocacy, Liability Analysis, Interpersonal Skills, Business Expansion, Financial Statements, Financial Management..., Marketing Plan Creation, Board Relations, Legal Issues, Compliance, Accounting, Change Management, Contract Negotiation, Key Account..., Expansion Strategies, Strategic Policy..., Investment Policy..., Fiscal Policy
Education
The College of New Jersey 1977 — 1981
Bachelor of Science, Business Administration/Finance/Economics
Prudential Financial August 2015 - Present
Education
The College of New Jersey 2000 — 2004
BS
TD Ameritrade February 2015 - Present
Self Employed May 2006 - Present
JPMorgan Chase July 2012 - July 2013
Prudential Financial April 2010 - July 2012
The Brand Gallery January 2009 - July 2012
Mercer County Community College January 2009 - May 2009
Orbitra 2009 - 2009
Skills
Motion Graphics, Interactive Media, Videography, Multimedia, Flash, After Effects, Premiere, Final Cut Pro, Cinema 4D, Maya, ActionScript, HTML, CSS, DSLR, Branding Development, Website Design, Responsive Design, HTML 5, CSS3
Education
The College of New Jersey
BFA, Digital Art
South Carolina Federal Credit Union/ South Carolina Financial Solutions August 2015 - Present
South Carolina Federal Credit Union February 2012 - July 2015
Prudential Financial March 2011 - February 2012
RBC Insurance January 1982 - January 2011
Skills
Term Life Insurance, Disability Insurance, Insurance, Life Insurance, Customer Service, Management, Sales, Banking, Fixed Annuities, Risk Management, Retirement Planning, Retirement, Underwriting, Process Improvement, Financial Services, Team Building, Leadership, Financial Planning, Health Insurance, Employee Benefits, Finance, Strategic Planning, Long-term Care, Credit, Financial Analysis
Education
The American College
CLU, LUTCF, FSS, Insurance and Investments
Prudential Financial June 2014 - Present
The College of New Jersey January 2013 - May 2014
TCNJ Mathematics and Statistics Department August 2012 - May 2014
Information Technology Services at TCNJ January 2012 - May 2014
Boise State University June 2013 - August 2013
Commencement Flowers May 2013 - June 2013
Camp Sacajawea May 2011 - August 2012
AASKI Tech Inc June 2010 - September 2010
Skills
Mathematica, LaTeX, Mathematical Modeling, Mathematical Programming, Written & Oral..., Java, Customer Service, Writing, Research, Tutoring, Youth Development
Education
The College of New Jersey 2011 — 2014
Bachelor of Arts (BA), Mathematics
First Eagle Investment Management June 2010 - Present
Prudential Financial January 2002 - June 2010
Morgan Stanley January 2000 - January 2002
Skills
Marketing Strategy, Management, Mutual Funds, Selling, Sales, CRM, Retirement, Series 63, Series 7, Investments, Alternative Investments, Separately Managed..., Asset Allocation, ETFs, FINRA, Series 65, Hedge Funds
Education
The College of New Jersey 1992 — 1996
Bachelor of Science (BS), Law and Justice
IDT Corporation 2014 - 2015
IDT Corporation 2014 - 2015
Audible, Inc. January 2014 - December 2014
Healthwise September 2013 - November 2013
Razorfish April 2013 - September 2013
Prudential Financial July 2012 - March 2013
Dow Jones December 2012 - February 2013
FTI Consulting August 2011 - May 2012
DIRECTV Latin America February 2011 - August 2011
IBM September 2010 - February 2011
Skills
User Experience, Information Architecture, Usability Testing, Interaction Design, User Interface Design, Mobile Applications, Usability, Wireframes, User Scenarios, Project Management, Business Requirements, User Research, Persona, User Interface, Requirements Gathering, Customer Experience, Rapid Prototyping, Axure, Experienced Business..., Web & Application Design, Large Scale Project &..., JavaScript, ActionScript, Mobile Devices, Accessibility, Web Design, Photoshop, User-centered Design, Agile Methodologies, SDLC, Product Management
Education
College of New Rochelle 1997 — 1998
Master of Arts (M.A.), Corporate Communication, 3.8
St. John Fisher College 1995 — 1996
Bachelor of Arts (B.A.), Mass Communication and Psychology, 3.8
Universidad Americana El Salvador 1994 — 1995
Associate of Arts (A.A.), Sociology
Washington-Lee High School
Prudential Financial 2015 - Present
Skills
Estate Planning, Life Insurance, Disability Insurance, Strategic Financial..., Retirement Planning, IRAs, Fixed Annuities, Insurance, Securities, Leadership Development, Investments, Sales Process..., Retirement, Term Life Insurance, Sales, Talent Acquisition, Recruiting, Long-term Care, Financial Planners, Compliance, Wealth Management, Financial Planning
Education
The American College
CLU, Financial Planning and Services
University of Houston
Business Administration and Management, General
Port Authority of NY & NJ May 2013 - Present
Maesa November 2011 - May 2013
K. Hovnanian Homes October 2008 - September 2011
Prudential Financial June 2007 - October 2008
GFI Group, Inc June 2006 - August 2006
Skills
Financial Modeling, Finance, Forecasting, Valuation, Project Finance, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Accounting, Investments, Financial Reporting, Asset Management, Microsoft Excel, Debt Restructuring, Joint Ventures, Financial Projection, Corporate FP&A, Corporate Development, Financial Goals, Capital Raising, Executive Presentations, Strategic Thinking, Commercial Real Estate, Credit Analysis, Leases, Lease Negotiations, P3, Government, Transportation, WiFi, DAS, Analysis, Corporate Finance, Due Diligence, Strategy, Cash Flow, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2014 — 2018
Master of Business Administration (M.B.A.), Entrepreneurship, Innovation, & Product Management
The College of New Jersey 2003 — 2007
Bachelor of Science, Finance
Middletown South
New York Life Insurance Company December 2008 - Present
MetLife Financial Services 2005 - 2008
CFM Advisors 2001 - 2005
Mutual Of New York 1998 - 2002
Prudential Financial August 1991 - May 1998
Education
The American College
Amity Insurance & Financial Services, LLC January 2005 - Present
Prudential Financial November 1987 - January 2005
Skills
Insurance, Life Insurance, Marketing, Advertising, Investments, Homeowners, Legal Liability, Umbrella Insurance, Commercial Lines, Term Life Insurance, Disability Insurance, Casualty, Long-term Care
Education
The American College 1995 — 1999
Chartered Financial Consultant, Financial Planning and Services
The American College 1992 — 1996
Chartered Life Underwriter, Insurance
University of Connecticut 1983 — 1987
BA, Economics
MassMutual Financial Group June 2014 - Present
The MI Network April 2012 - Present
VERTEX, Inc. February 2013 - June 2014
Prudential Financial September 2009 - September 2011
Prudential Financial January 2005 - September 2009
Prudential Financial September 2000 - January 2005
Prudential Financial 1998 - 2000
Prudential Financial July 1996 - 1998
Skills
Strategic Planning, Cross-functional Team..., Product Development, Product Marketing, Process Improvement, Insurance, Process Engineering, Business Process..., Lotus Notes, Visio, Mentoring, Team Building, Compliance, Risk Management, MS Project, Team Leadership, Problem Solving, Coaching, PMP, Business Strategy, Negotiation, Six Sigma, Lean Management
Education
Central Connecticut State University - ITBD 2012 — 2012
Six Sigma Black Belt Certification, Lean Manufacturing Certification
The College of New Jersey 1992 — 1996
BA, Public Administration, Communications, Psychology
Princeton Financial Systems January 2008 - July 2014
Princeton Financial Systems February 2006 - January 2008
Princeton Financial Systems September 2002 - January 2006
Princeton Financial Systems June 2001 - September 2002
Prudential Financial June 1998 - June 2001
Skills
Software Certification, SDLC, Business Analysis, Software Project..., Requirements Analysis, Software Development, Business Intelligence, Requirements Gathering, Process Improvement
Education
The College of New Jersey 1994 — 1998
BS, Finance
Holy Family University October 2013 - Present
Fit4Mom - Chestnut Hill/Plymouth Meeting - Stroller Strides June 2014 - Present
Holy Family University September 2011 - October 2013
Villanova University October 2009 - May 2011
Examiner.com June 2009 - December 2010
BQ Basement Systems March 2007 - June 2009
Prudential Financial February 2007 - March 2007
William C. Smith & Co. May 2006 - December 2006
Skills
Social Media, Event Planning, Public Speaking, Sports, Public Relations, Research, Event Management, PowerPoint, Fundraising, Editing, Microsoft Word, Microsoft Office, Social Media Marketing, Teaching, Microsoft Excel, Facebook, Coaching, Marketing, Photoshop, Management, Advertising
Education
The Catholic University of America 2002 — 2006
Bachelors, English
Bloomberg Industries Research - Bloomberg LP October 2013 - Present
Bloomberg September 2011 - October 2013
Bloomberg January 2010 - September 2011
Bloomberg November 2008 - January 2010
Prudential Financial June 2007 - October 2008
Skills
Bloomberg, Valuation, Financial Statement..., Bloomberg Terminal, Equities, Commodity, Technical Analysis, Competitive Analysis, Analysis, Equity Research, Mergers & Acquisitions, Statistics, Financial Modeling, Fixed Income, Equity Valuation, Financial Markets, Capital Markets
Education
The College of New Jersey 2003 — 2007
Bachelors, Business Administration - Finance
Deloitte September 2011 - Present
Prudential Financial June 2011 - August 2011
Prudential May 2008 - September 2010
Skills
Business Valuation, Business Continuity
Education
The College of New Jersey 2007 — 2011
Bachelor of Science, Accounting, Finance
Prudential Financial 1995 - Present
Skills
Disability Insurance, Investments, Underwriting, Financial Analysis, Retirement Planning, Mutual Funds, Brokers, Term Life Insurance, Employee Benefits, Life Insurance, Insurance, Leadership
Education
Fairleigh Dickinson University-College at Florham 2004 — 2006
Master of Business Administration (MBA), Corporate Communications
The College of New Jersey 1991 — 1995
Bachelor of Science (BS), Mathematics and Statistics
Prudential Financial January 2015 - Present
John Hancock Financial Network Empire Financial Partners January 2010 - December 2014
NYSERDA October 2008 - May 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Social Networking, Leadership, Event Planning, Management, Strategic Planning
Education
The College of Saint Rose 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University at Albany 2005 — 2009
Bachelor of Science (B.Sc.), Accounting and Finance
Shenendehowa 2001 — 2005
Prudential Financial February 2014 - Present
Target August 2013 - January 2014
Target June 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking, English, Valuation, Finance, Data Analysis, Economics, Financial Reporting, Leadership, Retail, Customer Experience, Human Resources, Sales, Oracle
Education
The College of New Jersey 2009 — 2013
Bachelor of Science in Business Administration, Finance, Management
Prudential Financial May 2014 - August 2014
Small Family-Owned Business 2011 - 2012
St. Aloysius Church 2009 - 2012
Skills
Public Speaking, Leadership, Microsoft Excel, PowerPoint, Process Improvement, Management, Social Media, Contract Negotiation, Sales Management, Financial Analysis, SDLC, Requirements Analysis, Negotiation, Microsoft Office, Analysis, Cross-functional Team..., IT Solutions, Music, Strategic Planning, Project Management, Operations Management, Time Management, Business Analysis, Compensation, Compensation Planning
Education
The College of New Jersey 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Allstate Insurance Agency August 2015 - Present
www.usretirementplanning.com September 1991 - January 2015
Money Matters with Ken Moraif August 2013 - March 2014
JMD Capital Research, LLC March 2013 - December 2013
Envestnet, Inc April 2007 - July 2012
Preferred Wealth Management January 2007 - April 2010
Securities Management and Research, Inc. April 1997 - December 2006
Diehl Financial Group January 1994 - April 1997
Prudential Financial April 1991 - January 1994
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Retirement Planning, Retirement Plan..., Retirement Benefits, Qualified Retirement..., Public Speaking, Technical Writing, Investment Strategies, Alternative Investments, Portfolio Management, Portfolio Optimization, Investment Portfolio, Investment Advisory, Personal Financial..., Holistic Financial..., Wealth Management, Wealth Management..., Wealth Accumulation, Investments, Securities, Financial Advisory, Asset Management, Asset Allocation, Financial Planning, Insurance
Education
The American College 2004 — 2006
Certified Financial Planner CFP, Financial Planning and Services
The American College 1991 — 1994
Chartered Financial Consultant ChFC, Financial Planning and Services
Dickinson High School 1974 — 1978
Prudential Financial July 2014 - Present
Prudential Annuities January 2014 - June 2014
Prudential Financial August 2012 - January 2014
Skills
Retirement, Series 6, Life & Health Insurance..., Property & Casualty..., Long Term Care Insurance, Variable Annuities, 401k, Life Insurance, Mutual Funds, Term Life Insurance, Long-term Care, Estate Planning, 401k Rollovers, Roth IRA, Universal Life, Insurance, Whole Life, Asset Allocation, College Savings Plans, 529 Plans, Health Insurance, Permanent Life Insurance, IRAs, Fixed Annuities, Series 63, Retirement Planning, Series 7
Education
The College of Saint Rose 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Prudential Financial 2014 - Present
Prudential Financial May 2012 - 2014
Education
The College of New Jersey 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
Prudential Financial April 2014 - Present
Prudential Financial February 2012 - April 2014
Prudential Financial November 2010 - February 2012
Prudential Financial August 2008 - November 2010
Prudential Financial June 2006 - August 2008
Skills
Expense Management, Business Planning, Financial Forecasting, Expense Reports, Microsoft Excel, PowerPoint, Microsoft Word, Forecasting, Financial Reporting, Analysis, Management, Finance, Financial Analysis, Financial Modeling, Microsoft Office, Budgets, Variance Analysis
Education
The College of New Jersey 2002 — 2006
BS, Business Administration and Management, General
Prudential Financial September 2015 - Present
Johnson & Johnson June 2014 - January 2015
JPMorgan Chase August 2013 - April 2014
Northwestern Mutual June 2013 - August 2013
Merrill Lynch July 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Strategic Planning, Facebook, Analysis, Time Management
Education
The College of New Jersey 2011 — 2015
Bachelor of Science (B.S.), Finance
The College of New Jersey August 2011 - Present
Credit Suisse May 2015 - July 2015
John Wiley and Sons June 2014 - August 2014
Prudential Financial May 2012 - February 2013
Skills
Java, Visual Basic, Computer Science, Python, C++, JavaScript, Linux, Git, Data Analysis, Computer Hardware, Databases, Programming, HTML, SQL, Software Development, Statistical Data..., PHP, Statistics, CSS, Analysis
Education
The College of New Jersey 2010 — 2016
Bachelor's Degree, Computer Science
EY November 2014 - Present
Prudential Financial 2013 - 2014
Denville PAL Basketball November 2008 - December 2013
Prudential 2013 - 2013
Prudential 2013 - 2013
Morris Knolls High School July 2012 - August 2012
Morris Knolls High School April 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bookkeeping, Microsoft Office, Accounting, QuickBooks, Clarity Systems, FDW, Oracle Applications, Corporate Financial..., Corporate Budgeting, MS Excel Pivot Tables, Written & Oral..., Public Speaking, Teamwork
Education
The College of New Jersey 2012 — 2016
Bachelor of Science (BS), Accounting
Morris Knolls High Schoool
The College of New Jersey (TCNJ)
Bachelor of Science, Accounting
Greene County Human Services February 2014 - Present
Arc Human Services October 2012 - February 2014
Prudential Financial 2012 - 2012
Skills
Psychology, Mental Health, Case Management, Customer Service, Community Outreach, Public Speaking, Psychotherapy, Nonprofits, Social Services, Crisis Intervention, Coaching, Microsoft Office, Leadership, Training, Management, Microsoft Word, Research
Education
The Chicago School of Professional Psychology 2014 — 2015
Master of Arts (M.A.), Industrial and Organizational Psychology
Clarion University of Pennsylvania 2008 — 2013
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies, 2013
Prudential Financial May 2008 - Present
RS&H March 2005 - May 2008
Education
University of Florida 2001 — 2004
Bachelor's degree, Computer Science
The American College
RICP, Finance and Financial Management Services
Scottrade April 2015 - Present
MassMutual Albany 2013 - 2014
Highland Capital Brokerage 2012 - 2013
New York Life Insurance Company 2009 - 2011
MassMutual Financial Group 2006 - 2009
CUNA Mutual Group 2004 - 2005
Prudential Financial 1998 - 2004
Education
The College of New Jersey 1993 — 1997
BA, English
New Jersey Department of Environmental Protection May 2014 - Present
Brower Student Center September 2011 - May 2014
J.G. Construction June 2010 - August 2012
The College of New Jersey September 2011 - December 2011
Prudential Financial July 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Pro Engineer, Microstation, ArcGIS, AutoCAD, C++, Surveying, GIS, HEC-RAS, ArcMap, Access, Mathlab, Spanish, Leadership, Outlook, Matlab, Time Management
Education
The College of New Jersey 2010 — 2015
Bachelor of Science (BS), Civil Engineering
Prudential Financial October 2014 - Present
UBS Financial Services Inc. July 2013 - October 2014
UBS Financial Services Inc. May 2012 - August 2012
Education
The College of Saint Rose 2009 — 2013
Master of Science, Business Administration, 4.0
The College of Saint Rose 2009 — 2013
Bachelor of Science, Business Administration; Finance, 3.93
Prudential Financial November 2011 - Present
Prudential Retirement 2009 - November 2011
Virtus Investment Partners November 2007 - May 2009
UBS Global Asset Management January 2007 - June 2007
ForstmannLeff October 2001 - December 2006
Skills
Marketing Strategy, Mutual Funds, Series 63, Investments, Asset Management, Asset Allocation, Financial Services, Retirement Planning, 401k
Education
Villanova University 1998 — 2001
Finance and Marketing
The Catholic University of America 1997 — 1998
Finance
Pekin Insurance March 2015 - Present
Independent Planners Group February 2013 - Present
Pacific Life June 2009 - December 2012
Allianz August 2004 - June 2009
Prudential Financial April 2004 - August 2004
High Mark Funds May 2002 - April 2004
Nationwide Insurance February 2001 - May 2002
Security Benefit April 1999 - February 2001
Security Benefit April 1997 - April 1999
Capital Financial Strategies August 1996 - April 1997
Skills
Financial Services, Sales Management, Recruiting, Training, Public Speaking, Insurance, Property & Casualty..., Life Insurance, Personal Financial..., Time Management, Territory Mgmt, Self-starter, Marketing, Salesforce Training, Fixed Annuities, Variable Annuities, Indexed Annuities, Index Funds, Long Term Care Insurance, Mutual Funds, New Home Building, Home Repairs, Asset Allocation, Disability Insurance, Term Life Insurance, Financial Planners, Long-term Care, Series 63, 401k, Financial Planning
Education
International Foundation for Retirement Education - INFRE 2011 — 2012
CRC, Financial Planning and Services
The American College 2002 — 2004
CLU, ChFC, Financial Planning and Services
University of Missouri-Kansas City 1974 — 1978
Bachelor of Arts (B.A.), Education, 3.4 /4.0
Prudential Financial October 2012 - Present
Skills
Investments, Asset Managment, Financial Analysis, Fixed Income, 401k, Asset Allocation, Financial Services, Retirement, Retirement Planning, Series 63, Series 7, Asset Management, Investment Strategies
Education
The College of New Jersey 1989 — 1992
Bachelor of Science (B.S.), Economics
Prudential Financial January 2015 - Present
Seva Call May 2013 - August 2013
Minalex Corporation May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Stata, Sales, Spanish, Customer Service, Economics, PowerPoint, Microsoft Word, Market Research, Analysis, Facebook
Education
University of Maryland College Park 2010 — 2014
Bachelor of Arts (B.A.), Economics
The American University of Rome 2013 — 2013
Loving Retirement January 2008 - Present
Lincoln Financial Adviosors August 2001 - August 2006
John Deere Life Insurance Co July 1991 - July 1996
Prudential Financial March 1984 - April 1990
Skills
Customer Service, Insurance, Team Building, Budgets, Strategic Planning, Investments
Education
The American College 1985 — 1998
Certified Life Underwriter, Chartered Financial Consultant, Insurance, Financial Planning
The Ohio State University - School of Social Work 1972 — 1975
BSSW, Social Work
Mansfield Malabar High School
Prudential Financial March 2009 - Present
Prudential Financial Brokerage January 2009 - March 2012
Skills
Strategic Planning, Insurance, Life Insurance, Fixed Annuities, Team Building, Public Speaking, Process Improvement, Budgets, Customer Service, Executive Management, New Business Development, Product Development, Sales Management, Insurance Brokerage, Brokers, Account Management, Health Insurance, Term Life Insurance, Disability Insurance, Retirement, Retirement Planning, Long-term Care, Financial Planning, IRAs
Education
The American College
Chartered Life Underwriter, Financial Planning and Services
University of Wisconsin-La Crosse
Crum & Forster July 2013 - Present
Maiden Reinsurance December 2010 - May 2013
Prudential Financial June 2009 - September 2010
Skills
Risk Management, Underwriting, Portfolio Management, Financial Modeling, Insurance, Catastrophe Modeling, Actuarial Exams, Property & Casualty..., Reinsurance, Commercial Insurance, Casualty, Brokers, Analysis
Education
The College of New Jersey 2005 — 2008
Bachelor of Science (BS), Finance, General
Morgan Stanley April 2005 - Present
Prudential Financial October 1990 - November 2004
Skills
Fixed Income
Education
The Catholic University of America 1986 — 1990
BA
Prudential Financial November 2008 - Present
Skills
Actuarial Science, Financial Modeling, Reinsurance, Financial Analysis, Valuation, Business Analysis, Data Analysis, Insurance, Risk Management, Investments, Analysis, Finance, Microsoft Excel, Technical Documentation
Education
The College of New Jersey 2004 — 2008
BA, Mathematics, Fine Art
Mei's December 2012 - Present
Private Family Care April 2014 - September 2014
TLC - The Treatment and Learning Centers August 2012 - December 2012
DC Superior Court: Child Guidance Clinic September 2011 - June 2012
Washington Medical Group June 2011 - August 2011
CNS July 2010 - December 2010
Stephen Cooper, Esq. November 2005 - December 2006
Prudential Financial 2006 - 2006
Catholic University of America, Columbus School of Law 2003 - 2005
OfficeTeam 2002 - 2003
Skills
Psychological Assessment, Mental Health, Clinical Research, Clinical Psychology, Psychology, Group Therapy, CBT, Psychotherapy, Treatment, Therapists, Adolescents, Case Managment, Stress Management, Family Law, Personal Injury, Family Therapy, Social Services, Wedding Planning, Marketing Event Planning, Social Media Marketing, Marketing Communications, Autism Spectrum..., Working With Children, Adult Social Care, Young Adults, Educational Consulting, Neuropsychological..., Neuropsychology, Counseling Psychology
Education
The Catholic University of America 2002 — 2005
Bachelor of Arts (B.A.), Psychology
Argosy University Washington, DC 2008 — 2012
Master of Arts (M.A.), Clinical Psychology
Merrill Lynch/Bank of America August 2009 - Present
UBS July 2008 - April 2009
Morgan Stanley November 2007 - April 2008
NASD (FINRA) April 2007 - October 2007
Wells Fargo April 2006 - April 2007
Wells Fargo Bank April 2006 - April 2007
American Express Technologies October 2005 - April 2006
American Express October 2005 - April 2006
American Express Technologies December 2004 - April 2006
Prudential Financial September 2004 - December 2004
Skills
SDLC, Vendor Management, Requirements Analysis, Business Analysis, Visio, Requirements Gathering, Business Process..., Agile Methodologies, Integration, Business Process, User Acceptance Testing, Risk Management, Business Intelligence, Business Requirements, Analysis
Education
The College of New Jersey 1995 — 1998
Bachelor of Arts and Science, Biology & Philosophy
TIAA-CREF June 2012 - Present
TIAA-CREF May 2006 - June 2012
Alan D. Biller & Associates May 2003 - May 2006
JP Morgan Chase February 2000 - December 2002
Prudential Financial January 1987 - February 2000
Skills
Fixed Income, Asset Managment, Mutual Funds, Investments, Financial Analysis, Asset Allocation, Investment Advisory
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance and Management
The College of New Jersey 1984 — 1986
BS, Accounting
Prudential Financial March 2014 - Present
Education
The College of New Jersey 2000 — 2004
Prudential Financial ManagerPrudentialJune 2006 - February 2013
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Investments, Mutual Funds, Business Analysis, Asset Management, Portfolio Management, Valuation, Financial Reporting, Finance, Process Improvement, Corporate Finance
Education
The College of New Jersey 1998 — 2002
Finance, General
The College of New Jersey 1998 — 2002
Finance, General
AOL April 2014 - Present
Comcast May 2012 - October 2012
Cigna 2011 - 2012
ICT Group April 2006 - March 2010
America Online May 2003 - April 2006
Prudential Financial November 1997 - September 2002
Merrill Lynch August 1994 - November 1997
US Army May 1988 - May 1996
Skills
Vendor Management, Process Improvement, Call Centers, Outsourcing, Customer Experience, CRM, Program Management, Leadership, Operations Management, Performance Management
Education
The College of New Jersey 1989 — 1993
BS
Microsoft March 2005 - Present
Prudential Financial March 1993 - March 2005
prudential 1993 - 2005
Dun & Bradstreet 1981 - 1986
Skills
Enterprise Architecture, Microsoft Technologies, Virtualization, Cloud Computing, Server Architecture, SDLC, Cluster, Service Delivery..., Customer Satisfaction, Customer Relations, Customer Support, Long-term Customer..., IT Service Delivery, DHCP, DNS, Group Policy, WINS, IT Operations, IT Management, Windows Server, Security
Education
The College of New Jersey 1981 — 1983
The Lindenberger Group August 2015 - Present
Cornerstone HR Solutions, LLC February 2014 - Present
MetLife Group October 2010 - December 2012
MetLife June 2003 - October 2010
Fireman Fund Insurance Company June 2000 - May 2003
AT&T May 1999 - June 2000
Prudential Financial January 1998 - May 1999
Prudential Financial February 1995 - January 1998
Prudential Financial January 1992 - February 1995
Skills
Employee Relations, Human Resources, Succession Planning, Talent Management, HR Consulting, Coaching, Workforce Planning, Onboarding, Employee Engagement, Leadership, Organizational..., Strategic Planning, Performance Management, Personnel Management, Management
Education
The College of New Jersey 1987 — 1991
BA, English, Liberal Arts, English
North Hunterdon High School
Goldman Sachs Asset Management May 2010 - Present
Standard Chartered Bank December 2003 - July 2009
Prudential Financial November 1999 - September 2001
Prudential Financial June 1997 - November 1999
Prudential Financial September 1995 - June 1997
Registrar & Transfer Company August 1994 - September 1995
Bloomberg September 1993 - August 1994
Education
The College of New Jersey 1990 — 1994
Prudential Financial July 2015 - Present
Thomson Reuters September 2013 - Present
Cintas Corporation September 2007 - Present
Enterprise Rent-A-Car October 2004 - September 2007
Enterprise Rent-A-Car October 2004 - October 2005
Enterprise Rent-A-Car June 2001 - September 2004
Skills
Employee Relations, Personnel Management, Hiring, Recruiting, Performance Management, College Recruiting, Talent Acquisition, Team Building, Talent Management, Leadership Development, Employee Engagement, Operations Management, Employee Benefits, Contract Negotiation, New Hire Orientations, Succession Planning, Onboarding, Organizational..., HR Policies, Customer Retention, Customer Service, Facilities Management, Cold Calling, Payroll, Interviews, Interviewing, Compliance, Microsoft Office, Legal Compliance, Real Estate Transactions, Employment-based..., Mergers & Acquisitions
Education
The College of New Jersey 1997 — 2001
Bachelor of Science (BS), Business Management
Colonia High School
Joseph's People Ltd August 2009 - Present
Nancy Boak Coaching Services September 2008 - Present
Prudential Financial June 2005 - May 2007
Prudential Financial June 1997 - June 2005
Prudential Financial December 1990 - June 1997
Skills
Team Building, Process Improvement, Compliance, Efficiencies, Customer Experience, Strategic Planning, Change Management, Problem Solving, Risk Management, Operations Management, Team Leadership, Mentoring, Cross-functional Team..., Coaching, Cost Reduction, Project Planning, Training Delivery, Customer Service, Time Management, Public Speaking, Organizational..., Management Consulting, Workshop Facilitation, Entrepreneurship, Personal Development, Start-ups
Education
International Coach Academy 2008 — 2010
PCCP, Life Coach
The College of New Jersey 1969 — 1971
Prudential Financial March 2011 - Present
Prudential Financial January 2005 - February 2011
Skills
Fixed Annuities, Series 63, Mutual Funds, Series 7, Financial Services, Fixed Income, Investments, Securities, Asset Management, Retirement, Bonds, Bloomberg, Equities, Options
Education
The College of New Rochelle
Prudential Financial March 2014 - Present
Prudential Financial September 2013 - February 2014
Prudential Financial October 2008 - August 2011
Prudential Financial 2007 - February 2011
Skills
Insurance, Project Management, Business Analysis, Risk Management, Data Analysis, Forecasting, SDLC, Vendor Management, Analysis, Training, Process Improvement, Access, Call Centers, Business Process...
Education
The College of New Jersey 2000 — 2004
B.S., Economics
Combs Enterprises March 2014 - Present
Sanofi September 2008 - March 2014
Schering Plough January 2003 - August 2008
Prudential Financial February 1998 - January 2003
Staples June 1995 - July 1997
baxter 1989 - 1995
Education
The College of New Jersey
Prudential Financial January 2002 - Present
Prudential Healthcare June 1976 - June 2001
Prudential HealthCare / Prudential Group Insurance 1976 - 1999
Prudential 1976 - 1999
Skills
SDLC, Requirements Analysis, Business Analysis, Visio, Software Project..., DB2, Vendor Management, User Acceptance Testing, Process Improvement, COBOL, CICS, SQL, IT Strategy, Business Requirements, Disaster Recovery, Program Management, Business Intelligence, Requirements Gathering, Insurance, Data Warehousing, Databases, Systems Analysis, Microsoft SQL Server
Education
The College of New Jersey 1972 — 1976
B.S., Mathematics
Union High School 1969 — 1972
Brother International Corporation July 2011 - Present
Telcordia Technologies March 2007 - July 2011
Dun & Bradstreet 2001 - 2007
KPMG 2000 - 2001
Prudential Financial 1999 - 2000
Ernst & Young 1997 - 1998
Rhodia 1990 - 1997
Skills
Tax, Tax Audits, Compliance, Use Tax, Sales Tax, Sales & Use Tax, Auditing, Sarbanes-Oxley Act, Tax Research, General Ledger, Account Reconciliation, Management, State Tax, Corporate Tax, Tax Accounting, Variance Analysis, Accounting, Financial Analysis, Internal Controls, Leadership, Financial Reporting
Education
University of Delaware 1981 — 1985
The American University of Paris 1982 — 1982
Ewing High School 1979 — 1981
Prudential Financial April 2012 - Present
Prudential Financial October 2007 - April 2012
Prudential Financial January 2006 - October 2007
Skills
Actuarial Science, Insurance, International Insurance, Insurance Risk, Risk Analysis, Market Risk, Solvency II, IFRS, International Market..., Financial Modeling, Financial Risk, Investments, Life Insurance, Long-term Care, Disability Insurance, Term Life Insurance, Underwriting, Financial Analysis, Fixed Annuities, Economic Capital, Employee Benefits
Education
The College of New Jersey 1999 — 2003
Bachelor of Arts (BA), Mathematics
Prudential Financial February 2014 - Present
Prudential Financial June 2012 - Present
Prudential Financial June 2010 - June 2012
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Finance, Access, Microsoft Excel, Auditing, PowerPoint, Data Analysis, Microsoft Word
Education
The College of New Jersey 2004 — 2008
Bachelor of Science (BS), Finance, General
Prudential Annuities, a division of Prudential Financial September 2011 - Present
Prudential Annuities, a division of Prudential Financial January 2006 - August 2011
Prudential Financial November 1996 - December 2005
Prudential Financial January 1995 - October 1996
Prudential Financial January 1993 - December 1994
Prudential Financial January 1990 - December 1992
Prudential Financial June 1987 - December 1989
Skills
Life Insurance, Strategic Financial..., Investment Management, Series 6, Variable Annuities, Qualified Retirement..., FINRA, Series 63, Defined Contribution, Mutual Funds
Education
College of Financial Planning 2008 — 2008
Certified Financial Planner, Financial Planning and Services
The American College 1992 — 1994
Chartered Financial Consultant, Financial Planning and Services
The American College 1987 — 1990
Chartered Life Underwriter, Financial Planning and Services
The Ohio State University Fisher College of Business 1983 — 1987
BS, Marketing
The American College
Chartered Advisor in Senior Living, Financial Planning and Services
Cetera Investment Services August 2001 - Present
Cetera Investment Services August 2001 - Present
prudential January 1983 - August 1998
Prudential Financial January 1967 - December 1982
Skills
Asset Managment, Risk Management, FINRA, Series 65, Bonds, Sales Management, Strategic Planning, New Business Development, 401k, Financial Services, Life Insurance, Brokerage, ETFs, Investment Strategies, Marketing Strategy, Public Speaking, Coaching, Equities, Relationship Management, Intangible Assets, Asset Management, Alternative Investments
Education
The American College 1987 — 1989
CLU, ChFC, Insurance
Prudential Financial June 2001 - Present
Education
The College of New Jersey 1989 — 1993
BA
Prudential Financial October 2011 - Present
Wilkin & Guttenplan, P.C. November 2009 - October 2011
KPMG Audit June 2008 - August 2008
Mathematica Policy Research June 2007 - November 2007
Skills
Time Management, Analysis, Excel, Accounting, Fast Learner, Multitasker, Organizational skills, Microsoft Excel, Auditing, Financial Reporting, Financial Accounting, Organizational Structure, QuickBooks, Tax, GAAP, Internal Controls, US GAAP
Education
The College of New Jersey 2005 — 2009
Bachelors, Accounting
Middlesex High School 2001 — 2005
Financial Industry Regulatory Authority (FINRA) June 2015 - Present
Alaric Compliance Services, LLC February 2015 - Present
Veritas Compliance, LLC July 2014 - September 2015
Forethought Financial Group, Inc. 2012 - 2014
Prudential Financial 2007 - 2012
The Phoenix Companies 1997 - 2007
The Hartford 1994 - 1996
John Hancock Financial Services 1992 - 1994
Skills
Leadership, FINRA, Series 24, Securities, Series 63, Mutual Funds, Series 7, Insurance, Financial Services, Fixed Annuities, Series 6, Investments, AML, Investment Advisory, Process Improvement, Retirement, Retirement Planning, Risk Management, SEC, Securities Regulation, Variable Annuities, Due Diligence, Mergers & Acquisitions, Anti Money Laundering
Education
FINRA Institute at Wharton 2004 — 2006
Certified Regulatory and Compliance Professional
The American College 1996 — 2001
Chartered Life Underwriter
The University of Connecticut 1989 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
American General Life Companies November 2012 - Present
Minnesota Life June 2010 - November 2012
Sun Life Financial June 2002 - June 2010
Prudential Insurance May 2001 - June 2002
Prudential Financial June 1989 - May 2001
Skills
Fixed Annuities, Life Insurance, Retirement, Insurance, Retirement Planning, Series 6, Long-term Care, Term Life Insurance, Disability Insurance, Financial Planners, Variable Annuities, Series 63, Estate Planning, Whole Life, Underwriting, 401k, Mutual Funds, Series 7, Sales, IRAs, Long Term Care Insurance, Financial Services
Education
Certified Financial Planner Bd of Stds 2001 — 2002
CFPtm, Financial Planning and Services
The American College 1992 — 1994
CLU, ChFC, Financial Planning and Services
St John's University 1982 — 1986
BS, Criminal Justice
Xaverian
Xaverian
The American College July 2007 - January 2012
Crump Insurance (Bisys) December 2004 - November 2006
MetLife 1996 - 2004
Prudential Financial July 1975 - November 1996
Skills
Insurance, Fixed Annuities, Management, Retirement Planning, Life Insurance, Strategic Financial..., Customer Service, Strategic Planning, Risk Management, Training, Health Insurance, Retirement, Long-term Care, Team Building, Disability Insurance, Strategy, Sales Management, Marketing, Change Management, Marketing Strategy, Investments
Education
Millersville University of Pennsylvania
MA, French
The American College
CLU
University of Pittsburgh
BS, Psychology, French
Raymond L. Britt, Jr., PLLC October 2003 - Present
Prudential Financial June 2009 - April 2012
Sun Life Financial June 2004 - January 2009
Manulife Financial June 1982 - June 2002
Skills
Private Equity, Due Diligence, Venture Capital, Wealth Management, Mergers, Pensions, Insurance, Investments, Hedge Funds, Transfer Pricing, Elder Law, Strategic Financial..., Mergers & Acquisitions, Tax, Mutual Funds, Alternative Investments, Securities, Asset Allocation, Asset Management, Investment Advisory, Financial Planners, High Net Worth..., Retirement, Wealth, Retirement Planning, Financial Services, Portfolio Management, Wealth Management..., Fixed Annuities, Investment Strategies, Financial Advisory, Series 7, Trusts, Equities, Series 63, Life Insurance, FINRA, 401k, Asset Protection, Financial Planning
Education
The College of William and Mary - Marshall Wythe Law School 1978 — 1979
Master's of Law in Taxation, Taxation
The University of Western Ontario 1974 — 1977
Bachelor of Laws (LL.B.), Law
University of Virginia 1969 — 1973
B.S., Nuclear Engineering
ViON Corp. March 2011 - Present
Prudential Financial March 2008 - March 2011
Patpro, Inc. May 1999 - April 2006
Skills
Microsoft Excel, Employee Relations, Human Resources, Recruiting, Customer Service, Outlook, Account Management, Management, Process Improvement, Employee Benefits, Research, Public Speaking, Analysis, Business Development, Strategy, Strategic Planning, Project Management, Program Management
Education
The Catholic University of America 1994 — 1998
BA, Business Management
National Cathedral School June 2014 - July 2015
Turning the Page February 2013 - June 2014
Prudential Financial September 2012 - January 2013
Prudential Financial June 2010 - September 2012
Prudential Financial June 2009 - May 2010
Skills
Data Analysis, Financial Analysis, Microsoft Excel, PowerPoint, Finance, Microsoft Office, Financial Reporting, Microsoft Word, Accounting, Program Evaluation, Community Engagement, Workshop Facilitation, Report Writing, Project Management, Project Planning, Auditing, Internal Audit, Internal Controls
Education
University of Notre Dame 2005 — 2009
BBA, Finance, Arabic
The American University in Cairo 2007 — 2007
Study Abroad, Arabic
Prudential Financial 2008 - 2012
Concord Advisory Group 2006 - 2007
Merrill Lynch Investment Managers 1996 - 2001
Skills
Retirement Plan..., 401k, Investment Management, Client Education, Sales Presentations, Seminars, Mutual Funds, Financial Markets, Financial Services, Pensions, Alternative Investments, Retirement
Education
The College of New Jersey
Prudential Financial July 2005 - Present
Education
The College of New Jersey 2001 — 2005
BA, Finance
Jones Lang LaSalle April 2014 - Present
Morgan Stanley May 2006 - April 2014
Johnson Controls 2003 - 2006
United Systems Integrators Corporation 2003 - 2006
Prudential Insurance 1998 - 2003
Prudential Financial 1997 - 2003
Chase Manhattan Corporation 1990 - 1997
Chase Manhattan Corporation 1990 - 1997
Macy's East 1985 - 1990
Skills
Asset Managment, Portfolio Management, Capital Markets, Relationship Management, Equities, Valuation, Financial Modeling, Vendor Management, Private Equity, Capital Budgeting, Due Diligence, Executive Management, Financial Analysis, Investment Management, Financial Services, Mergers, Strategic Financial..., PMO, Outsourcing, Business Process..., Business Development, Acquisition Integration, Finance, Strategy, Acquisitions, Real Estate Economics, Asset Management, Investment Banking, Mergers & Acquisitions, Business Strategy, Restructuring, Investments, Corporate Finance
Education
Pace University MBA 1986 — 1990
Master of Business Administration (MBA), Finance and Financial Management Services
The College of New Jersey 1980 — 1984
BS, Business
Griffin Capital Securities, Inc. February 2015 - Present
Cole Capital July 2011 - February 2015
Lincoln Financial Distributors December 2006 - June 2010
Lincoln Financial Distributors January 2005 - December 2006
Lincoln Financial Distributors July 2003 - December 2004
Prudential Financial May 2001 - December 2002
Sun Life Financial November 1994 - May 2001
Sun Life Financial Distributors November 1994 - May 2001
Sun Life of Canada November 1994 - May 2001
Mid-Atlantic Region November 1994 - May 2001
Skills
Strategy, Mutual Funds, Sales Management, Business Development, CRM, Strategic Planning, Series 63, Leadership, Business Planning, Series 7
Education
The Catholic University of America 1979 — 1983
BA, English
Prudential Financial March 2001 - Present
Education
The College of New Jersey 1985 — 1987
Bachelor of Arts, Marketing and Communications
Prudential Financial January 2015 - Present
Education
The College of New Jersey 2005 — 2009
Financial Partners of Wi. LLC May 2006 - Present
Financial Partners of Wi. LLC January 2006 - Present
Futurity First Insurance Group2009 February 2009 - August 2009
MetLife Financial Services January 2001 - January 2005
Prudential Financial August 1982 - January 2001
Prudential Financial Services January 1982 - January 2001
Skills
Insurance, Investments, Retirement, Asset, Annuities, Disability Insurance, Retirement Planning, Wealth Management, Fixed Annuities, Life Insurance, Securities, Sales, Medicare, Long-term Care
Education
The American College 1986 — 1990
CLU AND CHFC designations, Insurance and financial planning
University of Wisconsin-Platteville 1970 — 1974
Bachelor of Science, Political Science
University of Wisconsin-Platteville 1970 — 1974
B.S. Letters of Science, Political Science
Blackhawk High School
CREC March 2013 - Present
CREC August 2012 - March 2013
Prudential Financial July 2009 - September 2012
Liberty Tax Service January 2009 - April 2009
Capgemini Consulting July 2008 - September 2008
Davis and Gilbert August 2007 - March 2008
Skills
Acting, Public Speaking, Theatre, Performing Arts, Customer Service, Microsoft Excel, Event Planning, Nonprofits, Microsoft Office, Social Media, PowerPoint
Education
The Catholic University of America 2001 — 2005
BA, Drama
Michael Howard Studios
Prudential Financial November 2013 - Present
Prudential Retirement December 2011 - November 2013
Prudential Retirement February 2011 - December 2011
Prudential Financial April 2000 - November 2010
Howell Benefit Services, Inc. 1995 - 2000
Dean Witter 1990 - 1995
Skills
Retirement Planning, Series 63, Mutual Funds, Retirement, 401k, Series 7, Investments, Risk Management, Financial Services, Insurance, Management, Pensions, Relationship Management, Securities, Series 6
Education
The American College 2004 — 2008
CLU, ChFC
Clayton County Government October 2012 - Present
Prudential Financial November 1982 - October 2000
Skills
Finance, Insurance, Management, Budgets, Data Analysis, Recruiting, Leadership, Disability Insurance, Forecasting, Training, Financial Analysis, Team Building, Microsoft Excel, Customer Service, Talent Acquisition, Project Management, Leadership Development, Human Resources, Team Leadership, Cross-functional Team..., Financial modeling ..., SOX 404, People-oriented, SOX Compliancy, Sarbanes-Oxley, Organizational..., Communication Skills, Strategic Leadership, Crisis Management, QuickBooks, Peachtree Payroll..., Accounts Payable, Payroll Taxes, Executive Management, Strategic Planning, Public Speaking, Auditing, Analysis
Education
Strayer University (DC) 2010 — 2011
Master of Business Administration (MBA), Finance, General, GPA 3.88
The American College 1989 — 1994
CLU, Insurance, Investments, Estate Planning, Taxation
Southwest Atlanta High
Southwest Atlanta High
Southwest Atlanta High
Southwest Atlanta High
The University of Georgia
BA, Political Science and Government
Prudential Financial
Skills
SDLC, Vendor Management, Software Project..., Business Analysis, Microsoft SQL Server, IT Strategy, Process Improvement, Requirements Analysis, Requirements Gathering, Visio, Software Development, Change Management, Business Process..., PMO
Education
The College of New Jersey
BS, Business
Middlesex County Fire Academy April 2014 - Present
New Jersey Turnpike Authority September 2002 - Present
Hopelawn Engine Co January 1998 - Present
MONOC 2005 - 2013
Hopelawn Eng. Co January 1998 - January 2005
Prudential Financial January 2000 - January 2002
The College of New Jersey January 1999 - January 2001
Skills
Troubleshooting, Windows Server, Windows, Computer Hardware, Active Directory, Problem Solving, Windows Server 2003, Windows Server 2008 R2, Hyper-V, Virtualization, Exchange 2010/2007/2003, Disaster Recovery, Management, Hardware, Project Management, Testing, Software Installation, Networking, Technical Support, Microsoft Exchange, System Deployment, Public Safety, System Administration, Information Technology, Incident Management, 2008 R2, Vendor Management
Education
University of Phoenix 2003 — 2006
MBA, Technology Management
The College of New Jersey 1998 — 2002
B.S., Computer Science
AIG 2003 - Present
Prudential Financial 1993 - 2002
Skills
Insurance, Business Analysis, Business Process..., Process Improvement, Property & Casualty..., Casualty, General Insurance, Business Process, Underwriting, Reinsurance, Management, Risk Management, Analysis
Education
The Citadel 1983 — 1987
BA, English
Prudential Financial September 2011 - Present
Harding Loevner LP September 2010 - April 2011
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Leadership, Microsoft Word, Management, Finance, Social Media, Analysis, Financial Reporting, Data Analysis, Financial Modeling, Budgets, Teamwork, Process Improvement, Investments
Education
The College of New Jersey 2006 — 2010
Bachelor of Science (BS), Finance, General
Golf Course Superintendents Association of America August 2015 - Present
Reed Smith LLP September 2005 - June 2015
Office of United States Senator Jon S. Corzine January 2001 - September 2005
Corzine for Senate November 1999 - November 2000
Democratic National Committee June 1998 - October 1999
Offices of Senator Robert Torricelli March 1998 - June 1998
Prudential Financial May 1997 - December 1997
Law Offices of Edward P. Azar January 1997 - May 1997
The Honorable Marlene Lynch Ford, J.S.C. September 1995 - August 1996
Senator President Pro-Tem Russo, Assembly Deputy Speaker Doyle and Assemblywoman Ford June 1990 - January 1992
Skills
Legal Writing, Legislative Relations, Fundraising, Legislation, Public Policy, Government, Policy Analysis, Politics, Policy, Legal Research, Political Campaigns, Corporate Law, Public Speaking
Education
Widener University School of Law (PA) 1992 — 1995
Juris Doctor, Law
The College of New Jersey 1987 — 1990
Bachelor of Arts, Major: Public Administration; Minor: Business Management
Montclair State University 1985 — 1987
Business Administration
Park RIdge High School 1979 — 1985
High School Diploma
Hicks Insurance Agency September 1999 - Present
Prudential Financial March 1989 - September 1999
Skills
New Business Development, Insurance, Sales Management, Strategic Planning, Business Development, Team Building, Business Strategy, Marketing Strategy, Leadership
Education
The College of New Jersey
BS, Marketing
MetLife 2004 - Present
Travelers Life & Annuity 2004 - 2005
Prudential Financial August 2000 - September 2003
Skills
COLI, BOLI, Life Insurance, Variable Annuities, Fixed Annuities, Series 7, Series 24, Series 53, Mutual Funds, Securities, Corporate Owned Life..., Stable Value, High Net Worth Insurance
Education
The College of New Jersey 1993 — 1997
BS, Management
None January 2007 - Present
Prudential Financial 1974 - 1998
Skills
Insurance, Retirement Planning, Financial Planning, ChFC, Mutual Funds, Strategic Financial..., Long-term Care, Mortgage Lending, Underwriting, Investments, Fixed Annuities, Sales, Retirement, Health Insurance
Education
The American College
CLU, Insurance
Nationwide Financial December 2010 - Present
JPMorgan Chase October 2008 - December 2010
Countrywide Bank June 2006 - September 2008
Prudential Financial June 1988 - June 2006
Investment Alternatives 2006 - 2006
Education
The American College 1991 — 1994
CLU CHFC, Insurance and Investments
Prudential Financial October 2014 - Present
RR Donnelley March 2005 - October 2014
Prudential Financial May 1998 - August 2004
RR Donnelley March 1994 - April 1998
Skills
Print Management, Digital Printing, Offset Printing, Variable Data Printing, Packaging, Account Management, Wide Format Printing, Direct Mail, Budgets, Marketing Communications, Pre-press, Print On Demand, Customer Service, Color Management, Marketing, B2B, Catalogs, Advertising, New Business Development, Brand Development, Corporate Branding, Bindery, QuarkXPress, Web-to-print, Product Development, Print, Sales, Sales Management, New Business..., Graphic Design, Sales Process, Collateral, Photoshop, Flexo, Marketing Strategy, Corporate Gifts, Corporate Identity, Print Production, Problem Solving, Print Production..., Customer Relations, Grow Business..., Seasoned Production..., Reliable Problem Solver, Budgeting, Production, Large Format Printing, Vendor Relations, Microsoft Excel, Project Management
Education
The College of New Jersey
Bachelor of Art, Graphic Design
Prudential Financial October 2011 - Present
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Data Mining, Data Extraction, Data Modeling
Education
The Catholic University of America 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Mickey's Things Inc. April 2001 - Present
Prudential Financial September 1963 - October 1997
Education
The American College
CLU, ChFC, LUTCF, FLMI, Insurance
JOHN J KRAJCZYNSKI CHFC January 2007 - Present
Magyar Bank February 2008 - July 2008
Prudential Financial January 1983 - January 2007
Skills
Banking, Management, Business Development, Business Strategy, Client Development, Client Counseling, Investment Advisory, Microsoft Excel, Microsoft Office, Microsoft Word, Business Planning, Strategic Financial..., Financial Services, Finance, Financial Advisory, 401k, Account Management, Customer Service, New Business Development, Sales, Sales Management
Education
The American College 1994 — 2006
Financial Planning
Newark College of Engineering 1974 — 1976
Prudential Financial March 2014 - Present
Prudential Financial June 2007 - March 2014
Prudential Financial December 2005 - June 2007
Skills
Marketing Communications, Internal Communications, Social Media, Financial Services, Editing, Insurance, Marketing, PowerPoint, Risk Management, Microsoft Office, Copywriting, Project Management, Public Speaking, Product Marketing, Series 7, Leadership, Lotus Notes, Program Management
Education
University of Richmond 2004 — 2006
MA, American History
The College of New Jersey 2000 — 2004
BA, History
Prudential Financial December 2011 - Present
Prudential Financial February 2004 - December 2011
Prudential Financial March 2000 - February 2004
Prudential Financial April 1998 - March 2000
Skills
Quality Management, Quality Assurance, Financial Services, Risk Management, Process Improvement, Change Management, Talent Management, Cross-functional Team..., SDLC, Training & Development, Problem Solving, Data Analysis, Oracle E-Business Suite, Business Relationship..., Business Process, Business Requirements, Requirements Analysis, IT Operations, Strategy, Vision &..., Business Process..., Business Analysis, Project Management
Education
The Chubb Institute
Technical/Data Center Support, Honors
The College of New Jersey
Health & Physical Education
The George Washington University
Information Technology Project Management