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,
Prudential Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Prudential Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Lytx Inc. December 2014 - Present
Monetate, Inc. September 2012 - November 2014
True Action, an eBay Inc. Company October 2011 - September 2012
True Action, an eBay Inc. Company September 2010 - October 2011
Prudential Financial June 2009 - September 2010
Tuttle Wealth Management, LLC May 2008 - August 2008
Skills
Building Relationships, Data Analysis, Leadership, Analytics, Microsoft Excel, E-commerce, Analytical Skills, Access, Project Management, Account Management, CSS, PowerPoint, HTML 5, Communication, Salesforce.com
Education
The University of Connecticut 2005 — 2009
Bachelor of Science, Finance
Universidad Pablo de Olavide 2008 — 2008
International Business and Culture
Prudential Financial May 2014 - June 2014
Marco's Pizza June 2012 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java
Education
University of Alabama 2013 — 2017
Bachelor of Engineering (B.E.), Metallurgical Engineering
Underwriting Consultant June 2013 - Present
Aon Corporation November 2011 - September 2012
Gerber Life May 2006 - January 2010
The Guardian Life Insurance Company of America August 2004 - November 2005
BISYS Retirement Services May 2003 - July 2004
Kelly Services May 2002 - May 2003
Prudential Financial April 1997 - May 2002
United States Navy January 1982 - September 1988
United States Air Force December 1970 - November 1974
Skills
Insurance, Health, Underwriting, Disability Insurance, Employee Benefits, Claim, Brokers, Property & Casualty..., Reinsurance, Risk Management, Fixed Annuities, Claims Management, Accident, Financial Services, Workers Compensation, Liability, Finance, Legal Liability, Long-term Care, Call Centers, Retirement, Critical Illness, Strategic Financial..., Universal Life, Casualty, Whole Life, Financial Risk, Medicare, Health Savings Accounts, Professional Liability, Commercial Lines, Homeowners, Long Term Care Insurance, Employment Practices..., D&O, Financial Planners, 401k, Insurance Brokerage, Retirement Planning, Commercial Insurance, Permanent Life Insurance, IRAs, Umbrella Insurance, Inland Marine, Small Business, Management, Group Insurance, Portfolio Management, Pensions, Liability Analysis
Education
University of Alabama 1978 — 1982
Bachelors of Arts, Communications
University of Alabama
Masters, Communications
TD Ameritrade April 2008 - Present
CIGNA Healthcare November 2000 - November 2007
Prudential Financial June 1998 - November 2000
GAN North America February 1996 - June 1998
Zurich Insurance Group / Home Insurance Company June 1988 - June 1996
Skills
Talent Management, Performance Management, Employee Relations, Organizational..., Onboarding, Organizational Design, Turn Around Management, Coaching, Change Management, Succession Planning, PeopleSoft, Employee Engagement, Employee Benefits, Building Relationships, Strategic HR, Workforce Planning, Trusted Business Partner, Compensation Strategies, Talent Acquisition, Recruiting, Retention Strategies, Organizational..., Human Resources, Personnel Management, Leadership Development, Strategy, Leadership, Management
Education
Liverpool High School
High School
State University of New York at Albany
BA
Segal Consulting September 2013 - Present
Prudential Financial September 1998 - September 2013
Coopers & Lybrand Consulting 1997 - 1998
Buck Consultants 1986 - 1997
Blue Cross and Blue Shield of New Jersey 1985 - 1986
John Hancock Mutual Life Insurance Company 1983 - 1985
Skills
Employee Benefits, Insurance, Vendor Management, Human Resources, Leadership, Investments, Health Insurance, Finance, Defined Benefit, Mutual Funds, Sales, CRM, Accounting, Outsourcing, Program Management, Interviews, 401k
Education
University of Arizona 1979 — 1983
Bachelor of Science (B.S.), Finance, General
First Choice Loan Services, Inc. April 2014 - Present
PrimeLending December 2012 - April 2014
Bank of America April 2011 - December 2012
Prudential Financial April 2010 - October 2010
Skills
Residential Mortgages, Mortgage Lending, Mortgage Banking, Fishing, Hunting, Real Estate Financing, Real Estate Transactions, Trail Running, Short Sales, Portfolio Management, Loans, 203K, HomePath, FHA, USDA, Banking, FHA Financing, Customer Service, Financial Services, Microsoft Office, Sales, Refinance, Credit
Education
State University of New York at Buffalo 2006 — 2010
Bachelor of Science (BS), Financial Analysis
TMO, Inc. Taco Bron Restaurants April 1997 - Present
IBIC: international Business & Investments Consulting January 1980 - March 1997
Merrill Lynch May 1993 - July 1995
Prudential Financial January 1988 - May 1993
Pima County Planning & Development May 1985 - February 1988
Century 21 Ricky Rarick Realty January 1980 - December 1985
Skills
Microsoft Office, Management, Research, Sales, Leadership, Training, Marketing Strategy, Negotiation, Public Relations
Education
University of Arizona 1976 — 1980
Business Administration and Management, General
Temple City High School 1974 — 1976
High School Graduate, General Studies
Institutions Chapultepec 1962 — 1974
General studies, Primary & Secondary Education
Insurance Industry 2014 - Present
Prudential Financial 2008 - 2014
Prudential Financial 2007 - 2008
Ameriwealth Retirement Services, Inc. 2003 - 2005
Cambridge Integrated Services, Inc. 2000 - 2003
Skills
Insurance, Process Improvement, Financial Services, Mutual Funds, Vendor Management, Business Analysis
Education
University of Baltimore
Bachelor's Degree, Business Administration and Management
Serco-NA October 2012 - Present
Pioneer Services a division of MidCountry Bank March 2006 - June 2012
New England Financial March 2005 - March 2006
CitiStreet May 2003 - March 2005
Prudential Financial August 1994 - May 2003
Mortel Meeting & Planning, INC. April 1995 - January 2003
US Army 1985 - 1994
Skills
Leadership, Team Building, Leadership Development, Management, Program Management, Training, Strategic Planning, Risk Management, Customer Service, Strategy, Operations Management, Financial Services, Team Leadership, Business Development, Finance, Sales, Process Improvement, Budgets, Military, Analysis, Cross-functional Team..., Sales Management, Coaching, Military Experience, Human Resources, Credit, Loans, Business Strategy, Change Management, Microsoft Excel, Banking, Consumer Lending, Nonprofits, Insurance, Customer Satisfaction, Recruiting, Executive Management, Investments, Financial Analysis, Organizational..., Mortgage Lending, Onboarding, Strategic Financial..., Accounting, New Business Development, Retail, Time Management, Account Management, Financial Planning
Education
University of Arizona 1980 — 1984
BA, General Studies
Starkey Hearing Technologies February 2013 - Present
Belu PHOTOGRAPHY 2004 - Present
Hey Joe Wine Co. June 2011 - June 2012
Grape Beginnings July 2007 - June 2011
Prudential Financial November 2006 - November 2007
Starkey Hearing Technologies June 2003 - July 2007
Focus English March 2002 - March 2003
Skills
Marketing Strategy, Brand Management, Brand Development, Integrated Marketing..., Account Management, B2B, Social Media Marketing, Social Media, Marketing Communications, Business Development, Marketing, Market Research, Relationship Marketing, Email Marketing, Customer Service, Direct Sales, Spanish, Hospitality, Photography, Management, Event Planning, Product Launch, Wine & Spirits Industry, Wine, Wine Education, Wine Menu Development
Education
University of St. Thomas 2014 — 2014
Mini Master of Marketing Management, Executive Education
University of Minnesota-Twin Cities 1998 — 2001
Bachelor of Arts, Spanish Language and Culture
Universidad de Sevilla 1999 — 2000
Study Abroad, Council on International Educational Exchange
University of Cambridge /UCLES CELTA
Certificate in Teaching English as a Foreign Language to Adults
Prudential Financial 2014 - Present
First Niagara Bank May 2012 - 2014
HSBC 2010 - 2012
HSBC 2009 - 2011
HSBC 2006 - 2009
Citizens Bank 2004 - 2006
New York & Company 2002 - 2004
Gloria Jean’s Coffee USA 2000 - 2002
Education
State University of New York at Buffalo
Bachelor of Arts (B.A.), Sociology
Bloomberg LP December 2001 - Present
Bloomberg LP December 2000 - December 2001
Bloomberg LP September 1999 - December 2000
Prudential Financial November 1997 - September 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Strategic Planning, Negotiation, Sales, Project Management
Education
University of Alabama
Bachelor of Arts (B.A.), Communications, Public Relations
Nielsen February 2015 - Present
Prudential Financial May 2012 - December 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Finance, Financial Modeling, Microsoft Office, Data Analysis, Forecasting, Insurance
Education
University of Arkansas 2014 — 2016
Master of Business Administration (M.B.A.), Supply Chain Management
Drury University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics
Prudential Financial November 2008 - February 2014
Nationwide Retirement Solutions July 1999 - June 2008
VALIC July 1995 - June 1999
Skills
Asset Allocation, Mutual Funds, Strategic Financial..., Group Meetings, Public Speaking, Financial Coaching, Financial Education, Retirement Plan..., Retirement Planning, Retirement Income..., Qualified Retirement..., 401k, Investments, Portfolio Management, Fixed Annuities, Life Insurance, Wealth Management, Financial Planning, Financial Services, Insurance, Retirement
Education
University of Baltimore
Associate's Degree, Business Administration and Management, General
Niagara County Community College September 1989 - Present
Prudential Financial April 1977 - June 1979
Buffalo General Hospital December 1969 - July 1972
Skills
Curriculum Development, Teaching, University Teaching, Student Affairs, College Teaching, E-Learning, Distance Learning, Courses
Education
State University of New York at Buffalo 1980 — 1989
Ph.D., Philosophy of Education
Thiel College 1965 — 1969
Bachelor of Arts
D R Horton January 2015 - July 2015
Wyndham Worldwide July 2011 - January 2015
2020 Companies October 2009 - July 2011
Prudential Financial November 1989 - September 2009
Skills
Marketing Strategy, Management, Social Media Marketing, Team Management, Customer Service, Sales Management, Sales, Team Leadership, Customer Retention, Time Management, Customer Satisfaction, Insurance, Customer Experience, Leadership, Market Research, Training, Salesforce.com, CRM, Strategy, Sales Operations, Team Building, Forecasting, Budgets, Strategic Planning, Business Development, Recruiting, Selling, Marketing, Account Management, Inventory Management, Social Networking, Direct Sales, Retail, Teamwork, Sales Process, Marketing Communications, Negotiation, Call Centers, Coaching, B2B
Education
SUNY at Buffalo 1978 — 1983
Bachelor Science, Business Administration
Saranac Lake High School 1974 — 1978
Diploma, Statistics
Angel L Pagan Jr Agency December 2010 - Present
MassMutual Financial Group November 2014 - Present
H & H Insurance Professionals September 2010 - September 2014
Prudential Financial December 2013 - May 2014
Cooperativa de Seguros Multiples de PR April 1997 - December 2010
Skills
P&C Insurance, Life Insurance, Universal Life, Commercial Insurance, Insurance, Term Life Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Property & Casualty..., General Insurance, Whole Life, Long-term Care, Underwriting, Long Term Care Insurance, Retirement Planning, Retirement, Finance, Workers Compensation
Education
Universidad de Puerto Rico 2000 — 2001
CE, Insurance
Pontifical Catholic University of Puerto Rico - Ponce 1993 — 1995
Associate of Arts (AA), Accounting and Business/Management
Global Brigades, Inc. June 2015 - Present
Prudential Financial May 2012 - May 2015
Prudential Financial May 2011 - August 2011
ACE Group May 2010 - August 2010
Skills
Team Leadership, Negotiation, Spanish, Communication, Talent Management, Organization, Mathematics, Economics, Collaboration, Community Service, Actuarial Exams, Reinsurance, VBA, Microsoft Excel, Life Insurance
Education
University of Pittsburgh 2008 — 2011
Bachelor's Degree, Actuarial Mathematics, 4.0 (Summa Cum Laude)
Universidad de Sevilla 2011 — 2011
Spanish Language, History, and Literature
Prudential Financial March 2015 - Present
Prudential Financial March 2013 - Present
US Airways July 2010 - March 2013
US Airways February 2009 - July 2010
US Airways August 2008 - February 2009
Northwest Airlines June 2006 - August 2008
Skills
Policy Writing, HRIS, Applicant Tracking..., FMLA, Talent Acquisition, Hiring, Labor Relations, Change Management, Team Building, Performance Management, Onboarding, Compliance, Interviewing, Employment Law, Microsoft Office, Vendor Management, Coaching, Recruiting, Budgets, New Hire Orientations, Interviews, Training, Disability Insurance, Employee Recognition, Employee Wellness, Leadership, Leadership Development, Management
Education
University of Wisconsin-Madison 2003 — 2007
B.A., Psychology
Université Paul Valéry (Montpellier III) 2006 — 2006
French Language and Literature, 4.0
BNP Paribas December 2011 - Present
BNP Paribas December 2009 - December 2011
Fortis Banque Monaco January 2006 - December 2009
Prudential Financial May 2000 - December 2005
UEB Monaco January 1996 - April 2000
UEB Switzerland July 1995 - December 1995
UEB Monaco December 1992 - June 1995
Skills
Banque, Gestion de portefeuille, Marché financier, Banque privée, Obligations/titres à..., Gestion d'actifs, Gestion de patrimoine, Produits dérivés, Investissements, Capitaux propres, Banque d'investissement, Marché des capitaux, Hedge Funds, Trading, Investissements..., Services financiers, Bloomberg, Banking, Private Banking
Education
Université Montpellier I
D.E.S.C.F.
Université de Nice-Sophia Antipolis
Master, Gestion Internationale de Fortune
Prudential Financial June 2000 - Present
Prudential Financial 2000 - Present
Skills
Marketing Communications, Mutual Funds, Social Media Marketing, Online Marketing
Education
University at Albany, SUNY 1983 — 1987
Prudential Financial July 2014 - Present
Prudential Financial March 2014 - July 2014
Prudential Financial July 2013 - March 2014
Prudential Financial October 2011 - July 2013
Skills
Lotus Notes, Access, Group Insurance, Microsoft Excel, Business Objects, Microsoft Office, Pivot Tables, Life Insurance, Excel, PowerPoint, Word, VBA, Spreadsheets, Macroeconomics, SQL
Education
University at Buffalo 2007 — 2011
B.A., Economics
University at Buffalo 2007 — 2011
B.S., Business Administration/Finance
Prudential Financial January 2014 - Present
University of Arkansas June 2010 - January 2014
Skills
Higher Education, Research, Teaching, Statistics, University Teaching, Student Affairs, Student Development, Agriculture, Data Analysis, Public Speaking, Economics
Education
University of Arkansas at Fayetteville 2009 — 2010
M.S., Agricultural Economics
University of Arkansas at Fayetteville 2004 — 2009
B.S.A, Agribusiness
Healthier Choices, LLC February 1996 - Present
Prudential Financial January 1989 - July 1998
US Air Force--later Prudential Financial September 1967 - December 1989
Skills
Wellness, Health, Nutrition, Fitness, Holistic Health, Supplements, Wellness Coaching, Weight, Wellbeing, Network Marketing, Energy Healing, Home Based Business, Customer Service, Political Philosophy, Alternative Medicine, Small Business, Fitness Training, Public Speaking, Stress, Pain Management, Relaxation, Strategic Planning, Healing, Skin Care, Sports Injuries, Coaching, Lifestyle Coaching, Lifestyle, Personal Development, Healthcare, Entrepreneurship, Nutritional Counseling
Education
University of Alabama 1963 — 1967
BS in Marketing Management
University of Northern Colorado
Master of Science (MS), Management
Ameriprise Financial Services, Inc. October 2010 - Present
Morgan Stanley Smith Barney August 2005 - October 2010
Prudential Financial October 1999 - August 2005
Merrill Lynch July 1985 - October 1999
Education
University of Alabama at Birmingham 1974 — 1983
Bachelor of Science (BS), Marketing and Economics
Barnard's Martial Arts June 2011 - Present
Eagil Financial and Eagil Life Settlements January 2010 - Present
North Star Resource Group October 2005 - December 2009
GT Financial/GT Mortgage September 2003 - December 2009
Prudential Financial 1999 - 2003
American Express Financial Advisors 1997 - 1998
Education
University of Arkansas 1990 — 1994
Watson Realty Corp. April 2006 - Present
Prudential Financial January 2010 - July 2012
Skills
Gated Communities, Resale, New Home Sales, First Time Buyers, Short Sales, First Time Home Buyers
Education
Universidad del Turabo
Bachelor of Business Administration (BBA), (Continued education and personal growth by completing Graduates studies towards MBA in Marketing
Altegris Investments April 2010 - Present
SMH Capital Advisors November 2008 - April 2010
Franklin Templeton Investments April 2006 - November 2008
Prudential Financial 2002 - 2006
GE Private Asset Management 2000 - 2002
AIG SunAmerica 1995 - 2000
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Due Diligence, ETFs, Equities, FINRA, Financial Modeling, Fixed Income, Fund Of Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Managed Futures, Mutual Funds, Portfolio Management, Private Equity, Separately Managed..., Series 24, Series 63, Series 65, Series 7, Wealth Management
Education
University of Arizona
Ernst & Young September 2012 - Present
EY 2012 - Present
Prudential Financial March 2012 - August 2012
Skills
Finance, Financial Analysis, Financial Reporting, Accounting, Strategic Financial..., Cash Flow, Investments, Financial Services, Financial Planning, Management, Risk Management, Microsoft Excel, Retirement Planning, Customer Service, Mutual Funds
Education
University of Arizona 2005 — 2009
Bachelor of Arts (BA), English Language and Literature, General
AXA Advisors July 2015 - Present
Prudential Financial February 2014 - July 2015
Kaplan Test Prep March 2014 - October 2014
Sprint Nextel April 2012 - May 2013
Classic Valet LLC. December 2010 - May 2013
Skills
Sales, Management, Teamwork, Research, Payroll, Analysis, Time Management, Finance, Financial Analysis, Insurance, Account Management, Customer Service, Leadership, Microsoft Office, Microsoft Excel, PowerPoint
Education
University at Albany 2009 — 2013
Bachelor of Science (BS), Business Administration, Management/Finance
The Blackstone Group June 2014 - Present
Prudential Financial June 2013 - August 2013
AthenianRazak LLC January 2013 - April 2013
The Wharton School May 2012 - August 2012
David Brandolph Electric Co. May 2011 - August 2012
Agatson Urban Nutrition Initiative June 2011 - December 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Data Analysis, Editing, Financial Modeling, Spanish
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Urban Studies/Affairs, Magna Cum Laude
Universidad de Sevilla 2012 — 2012
Upper Dublin High School 2006 — 2010
MSCI Inc. January 2010 - Present
Barr Laboratories May 2005 - August 2009
The Great Atlantic & Pacific Tea Company, Inc. April 2004 - May 2005
Prudential Financial October 2003 - April 2004
The Great Atlantic & Pacific Tea Company October 1996 - October 2003
Skills
IT Audit, Sarbanes-Oxley Act, Internal Audit, Risk Management, Governance, Enterprise Risk..., Information Technology, Process Improvement, Financial Analysis, Security, Internal Controls, Auditing, SAP Implementation, Business Process, Business Analysis, Information Security
Education
University at Albany, SUNY 1991 — 1995
Bachelor of Science, Economics
Nyack High School
Nyack High School
St. Paul's School
Bureau of Labor Statistics January 2013 - Present
National Institutes of Health January 2012 - January 2013
Morgan Stanley Smith Barney November 2006 - January 2012
Citigroup Global Markets, Inc November 2006 - June 2009
Prudential Financial February 2005 - May 2006
Fidelity Investments March 2004 - February 2005
Merrill Lynch April 2002 - February 2004
Skills
Financial Analysis, Federal Government, Federal Budget, Business Intelligence, Statistical Data..., Agile Project Management, Requirements Analysis, Business Analysis, User Acceptance Testing, Business Process..., Project Management, Analysis, SharePoint, Microsoft Excel, Federal Procurement, Acquisitions, Contract Management, Financial Regulation, Human Resources, Cash Management, Business Communications, Government Contracting, Microsoft Office, Budget Process, Mutual Funds, Change Management, Team Building, Usability Testing, Stock Trading, Building Relationships, Program Management, Strategic Planning, Leadership, Training, Policy, Fraud Investigations, Government, Process Improvement, Data Analysis, Finance, Public Policy, Leadership Development
Education
University of Baltimore 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Baltimore City Community College 2007 — 2010
Associate, Business Administration
Mad Travel February 2014 - Present
All Consuming Film, LLC 2014 - Present
Alta Resources September 2013 - February 2014
Northwestern Mutual June 2011 - December 2011
Robert Half International October 2010 - April 2011
Paychex January 2010 - September 2010
Prudential Financial September 2006 - January 2010
Skills
Human Resources, Recruiting, Sales, Marketing, Customer Service, Social Media, Presentations, Public Speaking, HR Policies, Marketing Strategy, Creative Writing, Screenwriting, Interviews, Film Production, Commercials, Entertainment, Feature Films, Film, Television, Video, Video Production
Education
State University of New York at Albany
Bachelor of Arts (B.A.), Psychology Major with a minor in Education
Prudential Financial September 2014 - Present
Prudential Financial February 2013 - September 2014
Prudential Financial September 2005 - January 2013
Ernst & Young March 2003 - August 2005
KPMG Audit 2000 - 2002
Skills
Auditing, Financial Reporting, Financial Variance..., Return on Investment..., International..., US GAAP, Fund Accounting, Auditoria, Auditoria interna, Finanças corporativas, Finanças, Controle interno, Lei Sarbanes-Oxley, Relatórios financeiros, Análise financeira, GAAP dos EUA, Contabilidade, Modelagem financeira
Education
Universidade Estácio de Sá 2010 — 2012
Bachelor's degree, Accounting, 7,89
UERJ - Universidade do Estado do Rio de Janeiro
Prudential Financial November 2013 - Present
Custom Disability Solutions January 2012 - November 2013
Soluciones de Salud SAC January 2009 - December 2012
Custom Disability Solutions October 2010 - January 2012
Best Buy May 2010 - August 2011
CIEE January 2007 - November 2008
Skills
Analysis, Customer Service, Management, Microsoft Office, Leadership, Disability Insurance, Sales, Training, CRM, Account Management, Bilingual Proficiency, Claims Management, Translation, Disabilities, Project Management, Presentations, International Relations, Short Term Disability, Documentation, International Education, User Acceptance Testing, End User Training, Event Management, Solution Implementation, Retail Sales Experience, HTML + CSS, Adobe Creative Suite, Nonprofits, Microsoft Excel, Pivot Tables, Vlookup, Business Intelligence
Education
Universidad Nacional Mayor de San Marcos 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Institute for Civic Leadership 2013 — 2013
Emerging Leaders Program, Non-Profit Organizations Board Governance
University of Southern Maine 2014 — 2014
Project Management Certification
Independent Insurance Advisor February 1991 - Present
Blease Financial Services September 2000 - May 2007
Prudential Financial February 1991 - September 2000
Skills
Insurance
Education
University of Arizona
BA, Business
Padgett Business Services February 2006 - Present
Prudential Financial 1997 - 2004
Hotel Marketing International November 1996 - October 1997
Pyramid Management Group June 1993 - November 1996
Skills
Small Business, Financial Reporting, Accounting, Leadership, Tax, Tax Preparation, Management, Strategic Financial..., General Ledger, Customer Service, Income Tax, Internal Controls, Budgets, Tax Returns, Time Management, Bookkeeping, Payroll, Corporate Tax, Payroll Taxes, Sales Tax, Start-ups, Finance, Financial Analysis, Tax Accounting, Strategic Planning, Business Planning, Partnership Taxation, Auditing, Insurance, IRS, Marketing, Financial Accounting, Accounts Payable, Cash Flow, Sales, Account Reconciliation, Financial Statements, Management Consulting, Tax Advisory, Managerial Finance, Accountants
Education
University at Albany, SUNY 1991 — 1993
MS, Statistics
University at Albany, SUNY 1984 — 1988
BS, Mathematics
Kingston High School 1983 — 1985
US Department of Housing and Urban Development August 2011 - Present
Department of Veterans Affairs October 2009 - August 2011
MassMutual Financial Group November 2000 - August 2004
Prudential Financial 1996 - 2000
Skills
Outlook, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Event Planning, Leadership, Project Management, Public Speaking, Training, Management, Budgets, Team Building, Strategic Planning, Financial Planning, Leadership Development, Research, Nonprofits
Education
University of Alabama at Birmingham 2009 — 2014
Attending, Economics
Pinson Valley High School 1987 — 1990
Diploma, Advanced Academic
Vollara May 1995 - Present
Prudential Financial May 1963 - September 1994
Skills
Fitness, Wellness, Holistic Health, Wellbeing, Wellness Coaching, Nutrition, Weight, Nutritional Counseling, Healing, Lifestyle, Supplements, Customer Service, Public Speaking, Sales, Management, Sales Management, Team Building
Education
University of Arkansas at Little Rock 1960 — 1970
Marketing
The Ayco Company, L.P. August 2010 - Present
Prudential Financial July 2009 - August 2010
Skills
Strategic Financial..., Series 7, Series 6, Series 63, Asset Allocation, Investment Advisory, Equities, Fixed Income, Financial Modeling, Financial Analysis, Securities, Investment Strategies, Retirement Planning, Insurance
Education
SUNY Albany
Bachelor's degree, Psychology
Prudential Financial April 2014 - Present
PHArchitecture August 2012 - Present
Prudential Financial March 2014 - April 2014
Small Giants May 2012 - August 2012
PHArchitecture May 2011 - August 2011
Renegade Canteen May 2010 - August 2010
Skills
Social Media, Marketing, Proposal Writing, Market Planning, Training, Marketing Communications, Social Media Marketing, Public Relations, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, InDesign, Prezi, Marketing Strategy, Social Networking
Education
University of Arizona 2009 — 2014
Bachelor of Arts (BA), Communication Major, General Business Administration Minor
Notre Dame Preparatory High School 2005 — 2009
GED
Deutsche Bank September 2014 - Present
Kovack Securities April 2011 - September 2014
Crescent Palm Capital Partners November 2010 - April 2011
TD Ameritrade May 2008 - August 2010
Waddell & Reed February 2006 - May 2008
Waddell & Reed January 2005 - January 2006
MetLife January 2004 - January 2005
Prudential Financial October 2002 - December 2003
Wells Fargo Advisors June 2001 - September 2002
Olde Stockbrokers June 2000 - June 2001
Skills
Financial Planning, Sales Management, Investments, Insurance, Investment Advisory, Compliance, Trading, Trade Surveillance, Algorithmic Trading, Electronic Trading, Financial Markets, Capital Markets, Derivatives, Technical Analysis, Risk Management, Pershing NetX360, NFS Streetscape/FBSI, Team Leadership, Broker/Dealer Operations, Registered Investment..., Series 7, Series 6, Series 63, Series 65, Series 4, Series 24, Series 53, Series 55, Series 27, FINOP, Strategic Financial..., Trading System, Commodity, FINRA, Options, Equities, FX Options, Series 99, Trading Strategies, Financial Risk, Financial Services, Hedge Funds, ETFs, Portfolio Management, Asset Management, Alternative Investments, Trading Systems, Banking, Financial Advisory, Investment Strategies
Education
University at Buffalo
B.A, Clinical Psychology
University of North Florida
M.B.A, Finance
C3i Healthcare Connections, a Division of Telerx July 2015 - Present
C3i Healthcare Connections, a Division of Telerx March 2014 - July 2015
C3i Healthcare Connections, a Division of Telerx January 2013 - March 2014
Diversified Information Technologies June 2010 - February 2013
Prudential Financial July 2012 - December 2012
IFGF GISI February 2009 - February 2010
Skills
Troubleshooting, Technical Support, Help Desk Support, Active Directory, Networking, Microsoft Office, Windows, Network Administration, Computer Hardware, Photoshop, IT Management, Microsoft Exchange, Microsoft Excel, Leadership, Hardware, Contract Negotiation, SDLC, Information Technology, Team Building, Cisco Technologies, Servers, Job Scanning, RSA SecurID, Disaster Recovery, Software Documentation, System Administration, Cisco Certified, Computer Technology, TCP/IP, iOS, Android, Call Centers, Mac OS, Office 365, Horizon, Veeva, Computer Repair, Windows Server, iPhone, Windows 7, Cisco VPN, SCCM, Linux, Powershell, Private Cloud, Mobile Device Management, MobileIron, Salesforce.com..., Salesforce.com, Technical Documentation
Education
Universitas Bina Nusantara (Binus) 2002 — 2007
Bachelor of Applied Science (B.A.Sc.), Computer Science
Allstate Financial Services August 2007 - Present
USAA 2005 - 2007
Waddell & Reed 2000 - 2005
Prudential Financial 1991 - 2000
Skills
Business Planning, Leadership, Forecasting, Strategic Financial..., Strategy, Coaching, Fixed Annuities, Management, Life Insurance, Term Life Insurance, Sales Operations, Insurance, Training, Sales, Retirement, Retirement Planning, Series 6, Series 63, Disability Insurance, Financial Services, Series 7, IRAs, Mutual Funds, Financial Planners, Financial Advisory, Long-term Care, Variable Annuities, 401k, Wealth Accumulation, Securities, Investments, Investment Advisory, Wealth Management, Estate Planning, Wealth, Asset Allocation, FINRA, Wealth Management..., Long Term Care Insurance, Series 24, Investment Strategies, Universal Life, Roth IRA, Whole Life, ETFs, 401k Rollovers, Bonds, Series 65, Alternative Investments, Financial Goals
Education
State University of New York at Buffalo
Wunderlich Securities November 2006 - Present
Wachovia Securities July 2003 - October 2006
Prudential Financial May 2001 - July 2003
Morgan Keegan October 1992 - May 2001
Skills
Investment Strategies
Education
University of Arkansas at Fayetteville 1990 — 1992
Master of Business Administration (M.B.A.)
University of Arkansas at Fayetteville 1986 — 1990
Bachelor of Science (BS), Economics
MassMutual Financial Group November 2010 - Present
Prudential Financial June 1990 - November 2010
Skills
Retirement, Life Insurance, Retirement Planning, Estate Planning, Fixed Annuities, Long Term Care Insurance, Insurance, Securities, Risk Management, Series 63, Financial Services, Employee Benefits, Mutual Funds, Finance, IRAs, Wealth, Wealth Management
Education
University of Arizona 1980 — 1985
Bachelor, Speech Communications
University of Arizona 1980 — 1985
Xavier College Prep 1976 — 1980
general
American College
CLU, LUTCF, CLTC,ChSNC, Financial
Prudential Financial April 2015 - Present
UBS Wealth Management February 2015 - April 2015
A.M. Best Company October 2014 - December 2014
Prudential Financial September 2013 - September 2014
Classified Intelligence June 2007 - May 2008
Dow Jones Newswires June 1992 - June 2000
Italtel 1990 - 1991
The Commercial Appeal 1985 - 1990
The Laredo News 1985 - 1985
Skills
Italian, French, Copy Editing, English, Proofreading, Foreign Languages, Multilingual, Newspapers, Business Journalism, Editorial, Breaking News, Journalism, Copywriting, Blogging, Problem Solving, Project Management, Marketing Communications, Writing, Editing, Publishing
Education
Rhodes College 1979 — 1984
B.A., English
Université Paris-Sorbonne 1982 — 1983
Certification, French Language and Literature
Briarcrest Christian School 1975 — 1979
Prudential Financial December 2014 - Present
Prudential Financial September 2011 - Present
Prudential Financial July 2009 - September 2011
Prudential Financial September 2008 - July 2009
Archdiocese of Philadelphia July 2007 - June 2008
Skills
Management, Leadership, Customer Service, Series 6, Series 63, Series 26, Retirement Planning, Mutual Funds, Fixed Annuities, Program Management, FINRA, Insurance, Retirement, Risk Management, Securities, SDLC, Financial Services
Education
Cabrini College 2003 — 2007
Bachelor of Arts (BA), Spanish and Iberian Studies
Universidad de Granada 2005 — 2006
Spanish and Iberian Studies
Prudential Financial Sales ManagerBGK GraphicsSeptember 2011 - October 2012
SCOPE after school program February 2011 - June 2011
AMR Capital September 2010 - January 2011
The Law Offices of Joel Spivak April 2008 - January 2009
Skills
Marketing, Sales, Social Media, Account Management, Advertising, Personal Financial..., Leadership
Education
University at Albany 2006 — 2010
BA in Psychology, Psychology and Sociology
Ascend Wealth Management April 2010 - Present
Pinnacle Insurance & Financial Services, LLC. February 2010 - Present
Southern Tide 2007 - 2010
Ameriprise Financial May 2009 - August 2009
Meld Financial 2008 - 2008
Prudential Financial May 2007 - August 2007
Skills
Marketing, Investments, Insurance, Sales Management, Sales, Underwriting, Strategic Planning, Marketing Strategy, Social Media, Public Speaking, Finance, Leadership, Strategic Financial..., Business Development, Small Business, Financial Analysis, Risk Management, Financial Planning
Education
University of Alabama 2005 — 2009
B.S., Consumer Economics - Financial Planning
Prudential Financial September 2014 - Present
CBS Corporation January 2012 - August 2014
CBS CORPORATION February 2011 - August 2011
V-ME MEDIA INC January 2010 - January 2011
BPI ASSET MANAGEMENT AND TRUST GROUP December 2006 - September 2008
H&R Block January 2006 - May 2006
Education
BARUCH COLLEGE 2009 — 2012
MBA, Accounting
University of Asia and the Pacific
Master of Science, Industrial Economics 2005
Jim Click Automotive Team February 2010 - Present
First Financial Equity Corporation October 2002 - April 2010
Prudential Financial October 1999 - October 2002
Education
University of Arizona 1978 — 1982
B.S Econ, Economics, Finance, Psychology
BMO Harris Bank August 2015 - Present
BMO Harris Bank June 2014 - August 2014
Financial Services Pipeline Initiative Summer Intern Career Conference July 2014 - July 2014
Apartment Savvy May 2013 - August 2013
Prudential Financial May 2013 - May 2013
Arena Football League May 2012 - August 2012
Skills
Spanish, Teamwork, Leadership, Public Speaking, Team Leadership, Sponsorship Sales, Networking, Time Management, Bilingual, Humanitarian Assistance, Sales, Nonprofits, Microsoft Excel, Fundraising, Moody's Risk Analyst, Livelink, CRM, Microsoft Office, Microsoft Word, Financial Statements, Commercial Real Estate
Education
University of Wisconsin-Madison 2011 — 2015
Bachelor of Science (BS), Finance, Investment & Banking, Graduated
Universitat Pompeu Fabra 2014 — 2014
International Business & Spanish
Minnetonka High School 2007 — 2011
Van Wagner Sports & Entertainment (VWSE) January 2014 - Present
St. Louis Rams March 2013 - December 2013
Florida State University August 2012 - March 2013
Atlanta Falcons February 2012 - August 2012
Washington Redskins May 2011 - August 2011
Comcast-Spectacor May 2010 - August 2010
Prudential Financial May 2008 - August 2008
Skills
Ticket Sales, Archtics, Event Planning, Facebook, Social Media, Event Management, Social Media Marketing, Marketing, Sales, PowerPoint, Microsoft Office, Sports Management, Customer Service, Sports Marketing, Sponsorship
Education
University of Alabama 2007 — 2011
Bachelor of Science, Commerce and Business Administration; Marketing
Greater Atlanta Christian School 2003 — 2007
Garcia & Ortiz, PA January 2015 - Present
Clayton Holdings LLC October 2013 - January 2015
Grand Campus Living October 2012 - August 2013
Prudential Financial May 2012 - October 2012
Northwestern Mutual September 2011 - May 2012
Skills
Leadership, PowerPoint, Recruiting, Microsoft Excel, Finance, Marketing, Microsoft Office, Time Management, Microsoft Word, Analysis, SBA, Teamwork, Outlook, Sales, Human Resources, Customer Service, Commercial Lending, Mortgage Insurance, Financial Analysis, Residential Mortgages, Public Relations, Event Planning, SQL, Interviews, Social Media Marketing, Social Networking, Social Media, Research, Budgets, Leadership Development, Accounting, Public Speaking, Team Building, Access, Applicant Tracking..., Team Leadership, Training, Data Entry, Entrepreneurship, Event Management, Data Analysis, Risk Management, Insurance, Yardi, Appian, Mortgage Servicing, Asset-backed..., Securitization, Loss Mitigation, Capitalization
Education
University of Miami 2015 — 2017
Master of Business Administration (MBA)
University of South Florida 2009 — 2013
Bachelors of Science, Finance, Marketing, Minor in Political Science
Universität Osnabrück 2012 — 2012
Summer Study Abroad
Prudential Financial January 2013 - Present
The Hartford January 2008 - December 2012
VNA HealthCare March 2003 - December 2007
CIGNA Healthcare March 1998 - February 2003
Skills
Accounting, Financial Analysis, Budget, Cost Accounting, Process Improvement, Strategic Planning, Business Analysis, Strategic Financial..., Managerial Finance, Internal Controls, General Ledger, Finance, Business Strategy, Cash Flow, Account Reconciliation, Financial Accounting, Change Management
Education
Universiti Sains Malaysia 1989 — 1993
Bachelor Management, Accounting and Finance
Prudential Financial June 2007 - Present
MassMutual Financial Group March 2013 - Present
American Assurance Underwriters, Inc. August 2010 - Present
Colonial Life April 2010 - Present
Visalus Sciences July 2012 - March 2013
New England Financial September 2009 - June 2012
Skills
Long-term Care, Insurance, Retirement, Retirement Planning, Disability Insurance, Investments, Fixed Annuities, Health Insurance, Strategic Financial..., Financial Analysis, Strategic Planning, Estate Planning, Term Life Insurance, Securities, Sales, Entrepreneurship, Unit Investment Trusts, REIT, Financial Advisory, Wealth Accumulation, Financial Services, Long Term Care Insurance, Life Insurance, 401k
Education
Colegio Internacional Maria Inmaculada 1994 — 1999
Bachelor, Sciences and Letters
Universidad de Panamá 1992 — 1999
Major, Economics
CloudStrategies.net July 2015 - Present
SMS Technology 2007 - Present
airSpace One, LLC June 2015 - July 2015
Belair Instrument Company January 2015 - May 2015
FastTeks 2010 - October 2014
First Reserve Corporation 2007 - 2007
R2K July 1997 - May 2006
Prudential Financial August 1999 - May 2001
Prudential Insurance September 1997 - August 1999
Valinor July 1993 - June 1997
Skills
Disaster Recovery, Integration, Management, Business Analysis, Project Management, Networking, SDLC, Program Management, CRM, Software Development, Sage CRM, ERP Software, Systems Engineering, Operating Systems, Microsoft SQL Server, Technical Support, Windows Desktop..., Vendor Management, Negotiation, Consulting, Electronics, IT Infrastructure..., IT Leadership, Local Area Networks, Adding Strategic Value, Windows Server, Solution Implementation, Technical Documentation, QA Automation, Microsoft Certified..., IT Operations, Information Technology, Requirements Analysis, Leadership, Enterprise Architecture, Troubleshooting, Process Improvement, IT Service Management, IT Strategy, Solution Architecture, Outsourcing, Infrastructure, Cloud Computing, Team Building
Education
Universidade Estadual de Campinas
Engineering Physics/Applied Physics
University of Hartford
BS Electrical Engineering Technology, - Microelectronics and Computer Science, Business Administration
General Insulation Company July 2013 - Present
NCUA 2012 - 2013
The Cheesecake Factory 2011 - 2012
Morgan Stanley 2010 - 2011
Prudential Financial 2009 - 2010
Citizens Bank 2009 - 2009
Streamline Mortgage 2007 - 2009
Equihome Mortgage 2006 - 2007
First Guarantee Mortgage 2005 - 2006
The Mobile Solution 2004 - 2005
Skills
Loans, Credit, Sales, Management, Finance, Banking, Marketing, Microsoft Office, Real Estate, Portfolio Management, Financial Analysis, Insurance, Mortgage Lending, Oral & Written..., Team Leadership, Managerial Skills, FHA, Training, Time Management, Investments, Mutual Funds, Detail-oriented, Accounting, Financial Risk, Consumer Lending, Strategic Planning, Marketing Strategy, Retirement Planning, Financial Services, Funding, Branch Banking, Public Speaking, Marketing Communications, New Business Development, Building Envelope, Construction, Contract Negotiation, Contract Management, Customer Service, Budgets, Sales Management, Team Building, Negotiation, Project Management, Contractors, Construction Management
Education
State University of New York at Albany 2003 — 2006
Bachelor's degree, Marketing and Finance
EMM May 2011 - Present
Prudential Financial November 2010 - March 2011
Merrill Lynch 2009 - 2009
Skills
Bloomberg Terminal, Securities, Hedge Funds, Chartered Financial..., Bloomberg, Asset Management, Investments, Portfolio Management, Asset Allocation, Financial Markets, Investment Advisory, Alternative Investments, Marketing Strategy, Fixed Income, Investment Management, Equities, Financial Analysis, Microsoft Excel, Finance, Mutual Funds
Education
State University of New York at Albany 2006 — 2010
Bachelors of Science, Financial Analysis, Economics
STREAMLINE CXO March 2015 - Present
Private Investor March 2014 - March 2015
ADP January 1999 - February 2014
ADP June 1988 - January 1999
Chesnutt Sales 1985 - 1988
Prudential Financial 1982 - 1985
Skills
Sales, Leadership, Cold Calling, Time Management, Salesforce.com, Account Management, Lead Generation, Sales Operations, B2B, SaaS, Employee Benefits, Interviews, Selling Skills, Sales Process, Solution Selling, Staff Development, Territory..., New Business Development, Sales Presentations, Human Resources
Education
University of Alabama
BS, Business Administration & HRM
AIG May 2013 - September 2015
Prudential Financial June 2008 - May 2013
Prudential Mortgage Capital Company October 2004 - May 2008
Morgan Stanley August 2001 - October 2004
Morgan Stanley November 1999 - August 2001
Morgan Stanley October 1997 - November 1999
CPC Behavioral Healthcare February 1996 - October 1997
Skills
Financial Reporting, Financial Statements, Statutory Accounting, US GAAP, SAP BI, MS Excel Pivot Tables, Vlookup, GAAP, Ad Hoc Reporting, Internal Controls, Financial Statement..., Year-end Close, Highly detail oriented, Hyperion Financial..., Microsoft Office, Clarity FSR
Education
University of Alabama 1991 — 1995
Bachelor's of Science, Accounting
Prudential Financial August 2015 - Present
M.D. Financial Advisors January 2015 - August 2015
M.D. Financial Advisors August 2014 - December 2014
Bokos Footwear Company March 2014 - July 2014
Dedicated Logistics, Inc. August 2013 - December 2013
QRS Diagnostic June 2013 - July 2013
Goldy's Locker Room August 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Teamwork, Customer Service, Research, English, Access, Time Management, Analysis, Healthcare, Logistics
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (B.S.), Supply Chain Management
Università Commerciale 'Luigi Bocconi' / Bocconi University 2012 — 2012
Business/Commerce, General
Oakland Unified School District July 2015 - Present
Education Pioneers September 2014 - July 2015
Prudential Financial July 2012 - August 2014
Prudential Financial June 2011 - August 2011
Airway Driving School May 2007 - June 2008
Skills
Public Speaking, Research, Outlook, Microsoft Office, Event Planning, PowerPoint, Microsoft Excel, Teaching, Microsoft Word, Community Outreach, Editing, Social Media, Nonprofits, French, Data Analysis, Leadership, Data Reporting, Data Presentation, Training
Education
The University of Connecticut 2010 — 2012
Bachelor of Arts, French, 3.69
Université de Rennes I 2009 — 2010
Affaires
Western Connecticut State University 2008 — 2009
Business Administration and Management, General
Universite de Ete, Boulogne sur Mer
Prudential Financial July 2014 - Present
THG Sports January 2014 - May 2014
Bourne Partners September 2011 - May 2012
Skills
Valuation, Due Diligence, Private Equity, Financial Modeling, Mergers & Acquisitions, Venture Capital, Investment Banking, Corporate Development, Market Research, Competitive Analysis, Microsoft Excel
Education
University of Arizona 2008 — 2011
Bachelor's degree, Development & International Business Administration
Minnetonka Highschool 2005 — 2008
Charles Schwab February 2013 - Present
Charles Schwab February 2010 - February 2013
Prudential Financial October 2008 - February 2010
Education
University of Arizona 2001 — 2006
Finance
Prudential Financial June 2014 - Present
Vector Marketing May 2012 - October 2013
New York State Assembly January 2012 - May 2012
Skills
Sales Management, Sales Operations, Direct Sales, Cold Calling, Sales Presentations, Retail, Merchandising, Account Management, Sales Process, Inventory Management, Marketing, Customer Service, Sales, B2B, Selling, Customer Retention
Education
State University of New York at Albany 2009 — 2012
Bachelor's degree, Political Science and Government
northport
Global Phoenix Computer Technologies Solutions, Inc. January 2013 - Present
Tompkins Learning Partnership February 2013 - May 2013
Chilean Ministry of Education July 2012 - December 2012
Tompkins Learning Partners March 2012 - July 2012
Global Phoenix Computer Technologies Solutions, Inc. January 2012 - July 2012
BPA Worldwide December 2010 - May 2011
Prudential Financial July 2010 - December 2010
Simply Red Village Bistro 2002 - 2006
Skills
Customer Service, Customer Service..., Data Quality Control, Spanish-speaking, Coordinating Events, Microsoft Office, Wholesale Operations, Account Management, Auditing, Social Media, Team Building, Teamwork, Spanish, Advertising, Sales Operations, B2B, Sales, Social Networking, Retail, Team Leadership, Social Media Marketing, Trade Shows, Event Planning
Education
SUNY Albany 2006 — 2010
Bachelor's degree, American History (United States), Philosophy
Prudential Financial March 2015 - Present
JPMorgan Chase July 2012 - March 2015
Morgans Hotel Group January 2012 - April 2012
Bloomberg LP January 2012 - April 2012
CBS Corporation May 2011 - October 2011
Linda's May 2010 - October 2010
Skills
Microsoft Excel, Accounting, PowerPoint, Tax, Analysis, Tax Preparation, Programming, Finance, Financial Analysis, Microsoft Office, Financial Modeling, Microsoft Word, Analysts, Access, Essbase, Lotus Notes
Education
Saint John's University 2008 — 2012
Bachelor of Science (BS), Accounting, 3.7
Universidad de Salamanca
Lee, Nolan & Koroghlian, LLC April 2001 - Present
Warren County Community College September 2008 - June 2010
Prudential Investments January 2000 - March 2001
Prudential Financial February 1980 - December 2000
Skills
Underwriting, Finance, Customer Service, Financial Goals, Employee Benefits, Disability Insurance, Health Insurance, Insurance, Team Building, Property & Casualty..., Securities, Leadership, Retirement, Access, Series 63, Public Speaking, Long Term Care Insurance
Education
Heartland Institute
Certified Financial Educator (CFEd)
SUNY at Buffalo 1973 — 1977
Bachelor of Science (B.S.)
ORC International January 2013 - Present
A1 First Class Moving and Storage August 2008 - May 2012
Prudential Financial September 2005 - May 2008
Skills
Employee Research, Employee Engagement, Employee Surveys, Market Research, Management, Business, Business Strategy, Operations Management, Business Analysis, Financial Analysis, Managerial Finance, Sales, Financial Markets, Strategic Financial..., Budgets, Account Management, Start-ups, Finance, Strategic Planning, Project Management, Strategy, Change Management
Education
The Zicklin School of Business at Baruch College 2008 — 2012
Master of Business Administration (M.B.A.), Finance and Management
University at Buffalo 2001 — 2005
Bachelor's Degree, Political Science
Preferred Properties January 2014 - Present
The Home Depot August 2003 - Present
The Home Depot August 2003 - May 2012
ELS Language Centers February 1998 - October 1998
ELS Language Centers May 1997 - February 1998
Massage Matters February 1993 - May 1997
PaineWebber January 1990 - February 1993
Prudential Financial April 1980 - December 1990
IBM Canada Ltd. May 1969 - March 1980
Skills
Retail, Sales, Marketing, Merchandising, Microsoft Office, Customer Service, Team Leadership, Microsoft Excel, Inventory Management, Visual Merchandising, PowerPoint, Teamwork, Photoshop, Management, Advertising, Customer Satisfaction, Social Media, Project Management, Leadership, Product Development, Microsoft Word
Education
American College 1982 — 1986
ChFC
University of Alberta 1968 — 1969
University of Windsor 1964 — 1968
BSc
Reich & Tang January 2011 - Present
Double Rock Corporation November 2009 - January 2011
LifeCare Gateway May 2009 - November 2009
PRUDENTIAL FINANCIAL 2001 - 2009
JP Morgan Chase 1996 - 2001
VAN ECK GLOBAL 1993 - 1996
The Equitable 1986 - 1993
Skills
Mutual Funds, Series 7, New Business Development, Sales Management, Account Management, Series 63, Executive Management, Financial Services, Financial Advisory, Relationship Management, Retirement Planning, Leadership, Wealth Management, CRM, Business Development, Management, Securities
Education
Università per Stranieri di Perugia 1985 — 1985
Italian Language
Saint John's University 1981 — 1985
BS, Marketing
St. Francis Preparatory School 1977 — 1981
Apollo Global Management LLC April 2012 - Present
PineBridge Investments (fka AIG Investments) June 2005 - April 2012
Sands Brothers & Co. January 2001 - June 2002
Prudential Financial May 1999 - December 2000
Skills
Alternative Investments, Hedge Funds, Private Equity, Investments, Equities, Asset Managment, Portfolio Management, Capital Markets, Due Diligence, Investment Management, Investor Relations, Mutual Funds, Emerging Markets
Education
Washington University in St. Louis - Olin Business School 2003 — 2005
MBA, Finance & Accounting
SUNY Albany 1995 — 1999
BS, Finance & Economics
Prudential Financial June 2015 - Present
Prudential Financial June 2013 - June 2015
Madison Realty Capital May 2012 - August 2012
Skills
PowerPoint, Calculus, Financial Modeling, Microsoft Excel, Excel, Real Estate, Investments, Valuation, Financial Analysis
Education
University of Wisconsin-Madison 2009 — 2013
B.A., Economics, Mathematics, Senior
Universitat Autònoma de Barcelona 2012 — 2012
Economics
Abraham Joshua Heschel School
Prudential Financial April 2014 - Present
Troutman Sanders LLP 2007 - April 2014
Skills
Commercial Real Estate, Real Estate, Real Estate Economics
Education
University of Alabama
JD
Missouri State University
B.S.
Prudential Financial May 2011 - Present
AIG SunAmerica January 2008 - September 2010
PLANCO 2006 - 2007
Education
University of Arkansas
Bachelor of Science, Business Administration; Finance
Phœnix capital Ltd November 2014 - Present
Capital Finance family office September 2014 - Present
MARKET BRIDGE CAPITAL LLC June 2011 - Present
MARKET BRIDGE CAPITAL June 2010 - Present
Newedge USA -SOCIETE GENERALE March 2008 - May 2010
Prudential Financial November 2002 - August 2007
Skills
Derivatives, Private Equity, Mutual Funds, Trading, Investment Banking, Bloomberg, Capital Markets, Investor Relations, Emerging Markets, Financial Markets, Funding, Options, Venture Capital, Fund Of Funds, Investment Management, Commodity, Structured Products, Equity Derivatives, Bonds, Securities, Investment Advisory
Education
Université Paris Dauphine 1993 — 1996
phd equivalent and masters, economics and statistics
University of Paris I: Panthéon-Sorbonne 1991 — 1993
ba, economics, honors
Organizare by Clarissa January 2006 - Present
Sociedad Rivera Villamil September 1989 - Present
Prudential Financial January 2013 - July 2014
Edward Jones November 2007 - December 2012
Buy Pro Developer, LLC January 2007 - May 2008
Skills
Project Manager, Fully Bilingual, Event Planner, Multilingual, Marketing, Customer Service, Event Planning, Project Planning, Training, Strategic Planning, Team Building, Microsoft Office, Contract Negotiation, Project Management, Public Relations, Leadership, Inventory Management, Budgets, Management, Retail, English, Sales, Financial Analysis, Outlook, Selling, Forecasting, Customer Satisfaction, Account Management, Business Planning, Marketing Strategy, Real Estate
Education
Academia Perpetuo Socorro
Academia Perpetuo Socorro
Universidad del Sagrado Corazón
Bachelor's Degree, Accounting, 3.9 GPA
Carvana December 2014 - Present
Arizona Regional Multiple Listing Service April 2014 - December 2014
Business & Decision North America April 2013 - April 2014
Statera March 2008 - March 2013
Realty DataTrust March 2008 - November 2008
Prudential Financial August 2007 - March 2008
RDT 2008 - 2008
Prudential Real Estate and Relocation Services 2007 - 2008
ImageTag, Inc. 1999 - 2007
Skills
ASP.NET, Microsoft SQL Server, T-SQL, C#, XML, Business Intelligence, Cloud Computing, .NET, JavaScript, Scrum, Architecture, jQuery, Enterprise Software, SaaS, Software Development, Business Analysis, Web Services, SQL, Requirements Analysis, Databases, REST, RESTful architecture, SOA, JavaScript Libraries, CSS, SSRS, WCF, Architectures
Education
University of Arizona 1988 — 1993
Bachelor of Science (BS), MIS
Prudential Financial October 1997 - Present
JP Morgan 1991 - 1995
The Chase Manhattan Bank 1988 - 1991
Skills
Vendor Management, Process Improvement, Business Analysis, IT Strategy, SDLC, Project Portfolio..., Business Process..., System Administration, IT Management, Disaster Recovery, Integration, Program Management, Enterprise Architecture, Management
Education
University at Albany, SUNY 1983 — 1987
Pershing, a BNY Mellon company March 2015 - Present
Wilmington Trust a Division of M&T Bank March 2012 - February 2015
Wilmington Trust a Division of M&T Bank June 2010 - March 2012
Wilmington Trust October 2006 - May 2010
The Bank of New York June 2000 - August 2006
BUYandHOLD.com June 1999 - March 2000
Prudential Financial 1996 - 1999
Prudential 1990 - 1999
Prudential Securities 1990 - 1995
Skills
Strategic Planning, Contract Negotiation, Risk Management, Financial Services, Vendor Management, Business Analysis, Process Improvement, Relationship Management, Mutual Funds, Program Management, Leadership, Six Sigma, Change Management, Management, Cross-functional Team..., Strategy
Education
State University of New York at Buffalo 1985 — 1990
Bachelor of Arts (B.A.)
New York Institute of Technology - NYC 1985 — 1987
Architecture
La Salle Academy 1980 — 1984
Diploma, General
UPS January 2013 - Present
UPS 2009 - Present
UPS April 2006 - April 2009
UPS May 2001 - April 2006
iStar Financial 1998 - 2000
iStar Financial 1998 - 2000
Prudential Financial 1998 - 1999
First Data Corporation 1997 - 1998
Skills
Transportation, Marketing Strategy, Segmentation, Pricing, Competitive Analysis, Logistics, Strategic Planning, Cross-functional Team..., Market Research, Freight, Process Improvement, Supply Chain Management, Marketing Communications, Product Development, Project Management, Marketing, Internal Communications, Strategy, Marketing Management, Management, CRM, Leadership, Product Marketing, Account Management, B2B
Education
Georgia Institute of Technology - Georgia Tech College of Management 2000 — 2002
MBA, Marketing
State University of New York at Albany 1989 — 1993
BA, Communications
Our Lady of the Angelus
FeverPress LLC March 2015 - Present
Burson-Marsteller December 2013 - March 2015
Kwittken & Company October 2011 - June 2013
Fitch Ratings January 2009 - October 2011
Fitch Ratings January 2007 - December 2008
Bite Communications May 2006 - December 2006
Sloane & Company September 2003 - April 2006
Prudential Financial September 2002 - September 2003
GLM March 2001 - September 2002
Education
State University of New York at Albany
BA, Communications
Prudential Financial June 2008 - Present
Prudential Mortgage Capital Company October 2004 - May 2008
Morgan Stanley Investment Management August 2001 - September 2004
Morgan Stanley Investment Management November 1999 - August 2001
Morgan Stanley Dean Witter Trust FSB October 1997 - November 1999
Education
University of Alabama 1991 — 1995
Barcom, Inc. March 2005 - Present
Eagle Financial, LLC March 2003 - October 2004
Liaisons Corporate Planning Services January 1991 - February 2003
The Loan Depot, LLC 2001 - 2003
Prudential Financial October 1994 - June 2000
Education
University of Alabama
School of Electrical Engineering
Self Employed Recruitment Consultant January 2014 - Present
Edward Jones February 2012 - November 2013
SunTrust Bank, Inc. 2003 - February 2012
Prudential Financial 1998 - 2000
Ameriprise Financial Services, Inc. 1997 - 1998
Ameriprise Financial Services, Inc. 1987 - 1996
Skills
Talent Acquisition, Onboarding, Sourcing, Full-cycle Recruiting, Talent Management, Process Improvement, Performance Management, Insurance, Recruiting, College Recruiting, Employee Benefits, PeopleSoft, Coaching, Internet Recruiting, Human Resources, Management, SDLC, Hiring, Leadership
Education
University of Alabama 1971 — 1975
Freelance October 2014 - April 2015
UBS Global Asset Management July 2014 - September 2014
American International Group January 2014 - March 2014
Oppenheimer Funds June 2013 - October 2013
Prudential Financial September 2011 - April 2012
Freelance January 2011 - August 2011
Pershing June 2010 - December 2010
Freelance November 2008 - May 2010
Lehman Brothers September 2005 - October 2008
C2 Creative January 2002 - May 2004
Skills
Marketing Strategy, Event Execution, eCommunications, B2B Marketing, Digital Marketing, Mobile Marketing, Mobile Applications, Financial Markets, Multi-channel Marketing, Business Events, Digital Media, Email Marketing, Digital Strategy, Social Media Marketing, Integrated Marketing, Management, Event Planning, Business, Online Advertising, Marketing Communications, SEO, Marketing, Online Marketing, Advertising, Strategy, Direct Marketing, Strategic Partnerships, Lead Generation, Analytics, E-commerce, CRM, Business Development, Interactive Marketing, Corporate Communications, Brand Development, Web Analytics, Competitive Analysis, Marketing Management
Education
University of California, Santa Barbara
Bachelor's Degree, Law & Society
Université de Toulouse-le-Mirail (Toulouse II)
French
US Navy
USS Inchon (LPH-12), R-Division Damage Control, E-5
Strategic Financial Partners July 2003 - Present
Prudential Financial September 1999 - July 2003
American Express Financial Advisors July 1997 - September 1999
Skills
Insurance, Team Building, PowerPoint, Social Media Marketing
Education
University of Arkansas 1995 — 1996
MBA, Business, Finance
University of Nevada Las Vegas Lee Business School 1991 — 1995
BSBA Financial Services, Finance
University of Houston-Downtown 1983 — 1986
Computer Science and Applied Mathematics
Bank of America Merrill Lynch 2009 - Present
UBS Investment Bank 2005 - 2009
Prudential Financial 1997 - 2005
Skills
Equities, Change Management, Capital Markets, Fixed Income, Derivatives, Financial Services, Management, SDLC, Portfolio Management, Financial Risk
Education
University at Albany, SUNY 1992 — 1996
Creative Wealth Group May 2014 - Present
Prudential Financial October 2011 - May 2014
Aarrow advertising Florida May 2006 - 2011
Skills
Marketing Strategy, Advertising, Social Media, Sales, Social Media Marketing, Marketing Communications, Public Relations, Social Networking, Online Advertising, Online Marketing, Health Insurance, Financial Planning, Problem Solving, Retirement Planning
Education
University of Arizona 2001 — 2005
American Red Cross July 2012 - June 2013
Prudential Financial November 2010 - May 2012
Educational Enrichment Foundation February 2008 - March 2010
Council on Aging Foundation December 2005 - October 2007
Easter Seals Arizona September 1994 - November 2005
Skills
Fundraising, Grant Writing, Event Management, Strategic Planning, Newsletters, Marketing, Workshop Facilitation, Advertising, Consulting, Workshops, Web Site Production, Web Development, Stewardship, Philanthropy, Annual Giving, Community Development, Public Speaking, Program Development, Volunteer Management, Event Planning, Editing, Planned Giving, Board Development, Community Outreach, Direct Mail, Non-profit..., Grants, Prospect Research, Nonprofits, Media Relations, Social Media, Budgets, Public Relations, Training, Non-profits, Charities, Resource Development, Recruiting, Sales, Leadership Development, Sponsorship, Organizational..., Press Releases, Volunteering, Leadership, Social Networking
Education
University of Arizona
B.S., Marketing
Morgan Stanley Smith Barney January 2011 - Present
CITI April 2008 - February 2011
Earth Improvements August 2007 - April 2008
Prudential Financial July 1993 - August 2007
Prudential Securities 1993 - 2007
Education
University at Buffalo 1986 — 1991
Dobbs Ferry High school
Shire Pharmaceuticals March 2013 - Present
Charter Oak Insurance and Financial Services November 2011 - January 2013
Prudential Financial April 2011 - October 2011
Eli Lilly and Company August 2007 - October 2009
DePuy Orthopaedics June 2005 - July 2007
Pfizer March 1992 - May 2005
Eurpac Services GmbH April 1990 - June 1991
United States Marine Corps 1986 - 1989
Skills
Medical Devices, Sales Operations, Managed Care, Sales Management, Pharmaceutical Sales, Pharmaceutical Industry, Product Launch, Account Management, Sales, Coaching, Leadership, Urology
Education
SUNY Albany
Prudential Financial
Skills
Business Analysis, Process Improvement, Requirements Analysis, Requirements Gathering
Education
University at Albany, SUNY 1992 — 1996
BA, Communication
Markit January 2010 - Present
Storm Networks August 2008 - December 2009
WestLB July 2006 - July 2008
Deustche Bank December 2003 - June 2006
Prudential Financial May 2003 - November 2003
Deloitte Consulting LLP July 1999 - February 2003
Skills
Project Management, Fixed Income, Investment Banking, Derivatives, Business Analysis, Capital Markets, Equities, Portfolio Management, Risk Management, Financial Modeling, IT Strategy, Requirements Analysis, Structured Finance, Hedge Funds, Financial Markets, Asset Managment, Business Strategy, Trading, Investments, Analysis
Education
Suny Albany 1995 — 1999
Bachelor of Science (B.S.), Finance and Management Information Systems
Lapin Consulting International March 2014 - Present
Pelham Business Advisors September 2008 - Present
ActionCOACH Business Coaching 2003 - 2008
Prudential Financial 1995 - 1999
Prudential Insurance 1992 - 1994
Prudential Insurance 1988 - 1992
Prudential Insurance 1985 - 1988
American Express 1981 - 1985
Skills
Team Building, Customer Experience, Customer Satisfaction, Small Business, Strategic Planning, Marketing Strategy, Customer Service, New Business Development, Coaching, Social Media, Budgeting, Social Media Marketing, Marketing Communications, Problem Solving, Business Planning, Marketing, Recruiting, Integrated Marketing, Digital Marketing, Hiring Personnel, Hiring Practices, Financial Management, Customer Communication, Email Marketing, Leadership Development, Employee Relations, Management, Project Management, Training, Time Management, Consulting, Customer Retention, Human Resources, Management Consulting, Strategy, Entrepreneurship, Start-ups, Business Strategy, Sales Process, Business Development, Business Coaching
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA
State University of New York at Albany 1977 — 1981
Bachelor's Degree
ActionCoach Certification
Guggenheim Capital Markets July 2011 - Present
Guggenheim Partners July 2011 - Present
Wall Street Access January 2008 - June 2011
Wachovia Capital Markets 2000 - 2007
Wachovia April 2001 - December 2006
Prudential Financial 2000 - 2003
GARBAN 1998 - 2000
Cantor Fitzgerald 1993 - 2000
Skills
Series 7, Series 63, Capital Markets, Fixed Income, Bonds, Hedge Funds, Securities, Equities, Risk Management, Structured Products, Bloomberg, FINRA, Financial Modeling, Trading, Derivatives, Alternative Investments, Electronic Trading, Wealth Management, Investment Banking, Financial Markets, Series 24, Asset Management, Options, Credit Derivatives, Swaps
Education
University of Arizona 1989 — 1991
BUSINESS
Prudential Financial January 2012 - Present
Wachovia October 2006 - January 2012
Salomon Brothers 2003 - 2005
Skills
Series 7, Mutual Funds, Relationship Management, Banking, Sales Management, Series 65, Series 63, Financial Analysis, Investments, Investment Advisory, Financial Services, Asset Allocation, Securities, Retirement, Financial Advisory, Asset Management, Investment Strategies, Retirement Planning, Life Insurance
Education
University of Alabama 1997 — 2002
Master of Business Administration (MBA), Finance, General
University of Alabama 1997 — 1999
Bachelor of Arts (BA), Political Science and Government
Prudential Financial September 2015 - Present
ClearPath Workforce Management,Inc. at Cisco March 2012 - July 2015
Morgan Stanley May 2010 - March 2012
Morgan Stanley June 2009 - May 2010
Morgan Stanley 2006 - 2009
Morgan Stanley 1998 - 2006
Merrill Lynch 1996 - 1998
Bell Labs and other telecommunications firms July 1988 - February 1996
Journal of Dermatologic Surgery and Oncology September 1983 - April 1988
Skills
Technical Writing, Knowledge Management, HTML, Microsoft Office, Visio, SaaS, Software Documentation, Program Management, Document Management, Leadership, Process Improvement, Writing, Editing, Online Help, Help Desk Writing, Video Script Writing, Resume Writing, Creative Writing, TWiki, SnagIt, Creative Problem Solving, Meeting Facilitation, SME Interviewing, Enterprise Architecture
Education
State University of New York at Albany
BA, Sociology, English
Allscripts @ North Shore-LIJ Health System June 2015 - Present
Arrow Electronics 2011 - January 2015
Arrow Electronics 2000 - 2011
Arrow Electronics 1995 - 2000
Long Island Savings Bank September 1989 - December 1994
Prudential Financial June 1985 - December 1988
Skills
Oracle E-Business Suite, ERP, Disaster Recovery, Business Analysis, SDLC, Integration, MS Project, IT Management, Vendor Management, Requirements Analysis, Oracle, Systems Analysis, Software Project..., Project Management, Process Improvement, Cross-functional Team...
Education
State University of New York at Albany 1981 — 1985
Computer Science
College
Green Global Financial Services October 2011 - Present
Green Global Properties February 2010 - Present
MassMutual Financial Group April 2010 - October 2011
MassMutual Financial Group July 2004 - April 2010
Prudential Financial July 2000 - July 2004
Education
State University of New York at Albany
B.S., Business Administration
Prudential Financial March 2011 - Present
Prudential January 1994 - March 2011
Prudential Financial November 1998 - December 2004
Skills
Financial Analysis, Strategic Financial..., 401k, Pensions, Retirement, Investments, Financial Modeling, Series 7, Series 63, Financial Reporting, Essbase, Mutual Funds, Retirement Planning, Financial Services, Accounting
Education
University of Scranton 1990 — 1995
MS, Accounting and Finance
Universidad de Sevilla 1993 — 1993
Morgan Stanley April 2015 - Present
Société Générale 2011 - 2014
Prudential Financial 2003 - 2011
HSBC Securities 1997 - 2003
The Chase Manhattan Bank 1992 - 1995
The Chicago Corporation 1992 - 1993
Skills
Derivatives, Options, Trading, Hedge Funds, Equities, Electronic Trading, Securities, Commodity, Prime Brokerage, Portfolio Management, Asset Management, Investments, Commodities, Trading Strategies, Team Management, Operational Risk..., ETFs, Financial Advisory
Education
University of Arizona 1988 — 1992
BA, History, Economics
University of Chicago
Economics, Financial Accounting
University School of Milwaukee
Morgan Stanley July 2006 - Present
Bank of New York Mellon January 2001 - June 2006
Prudential Financial June 1993 - June 1999
Skills
Business Analysis, Integration, Banking, SDLC, Requirements Analysis, Project Management, Process Improvement, Business Requirements, Requirements Gathering, Visio, Financial Services, MS Project, IT Management, Leadership, Software Development, Back Office, Business Process, Business Process..., Business Intelligence
Education
State University of New York at Albany
Bachelor of Science, MIS
Prudential Financial August 2015 - Present
Prudential Financial April 2014 - August 2015
Prudential Financial March 2013 - April 2014
Prudential Financial October 2011 - March 2013
John Hancock Life Insurance Company (U.S.A.) July 2010 - October 2011
Milliman October 2008 - October 2009
Mercer June 2007 - September 2008
Skills
Valuation, SAS, Actuarial Science, Statistics, Quantitative Analytics, Data Analysis, Financial Analysis, Defined Benefit, Pensions, Economic Capital, Statistical Modeling, Solvency II, SAS programming, Financial Reporting, Fixed Income, ALM, Pension Administration, Access, Business Analysis, Financial Modeling, Asset Management, Insurance, Capital Markets, Employee Benefits, Mergers & Acquisitions, Analytics, Enterprise Risk..., Risk Management, Reinsurance, Health Insurance, VBA, Quantitative Finance, Financial Risk, Analysis, Visual Basic, Finance, Corporate Finance, Underwriting, Retirement, Derivatives, Forecasting, Microsoft Excel, Fixed Annuities, Capital Management, Hedging, Pension Funds, Variable Annuities, Predictive Modeling, Embedded Value, MoSes
Education
State University of New York at Albany
Masters, Mathematics
Prudential Financial 2009 - Present
Skills
Insurance
Education
University of Alabama 1998 — 2003
Ph.D., Computer Science
Della Valentina Perú S.A.C. November 2013 - Present
philosophy October 2009 - November 2012
Prudential Financial October 2007 - September 2009
City of Peoria July 2005 - October 2007
Arizona Department of Health Services April 2003 - July 2005
Skills
Financial Analysis, Finance, Forecasting, Budgets, Financial Modeling, Leadership, Accounting, Variance Analysis, Business Strategy
Education
Weatherhead School of Management at Case Western Reserve University 2001 — 2002
MBA, Finance
Universidad del Pacífico (PE) 1990 — 1997
Bachelor in Business Administration, Finance
First Data Corporation November 2014 - Present
JPMorgan Chase October 2005 - October 2014
Citigroup October 2002 - October 2005
Prudential Financial 1998 - 2001
Salomon Brothers 1988 - 1998
Merrill Lynch 1986 - 1988
Skills
Business Intelligence, Investment Banking, Analysis, Strategy, Strategic Planning, Fixed Income, Derivatives, Equities, Project Planning, Capital Markets, Risk Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Fianace, Information Systems
University at Albany, SUNY 1978 — 1983
BS, Accounting
Knox & Associates August 1982 - Present
Prudential Financial August 1982 - December 2000
Michigan Employment Security January 1971 - August 1982
Skills
Strategic Planning, New Business Development, Microsoft Office, Customer Service, Budgets, Insurance, Public Speaking, Team Building, Leadership, Coaching, Fundraising, Business Planning
Education
Wayne State University 1970 — 1971
No Degree, Computer Science
University of Arkansas at Pine Bluff 1966 — 1970
Bachelor of Science (B.S.), Mathematics and Computer Science
NYS Education Department May 1994 - Present
Prudential Financial June 1993 - May 1994
Hudson River Psychiatric Center December 1980 - May 1993
Education
College of St. Rose
Master of Scien, Educational Psychology
SUNY Albany
Master of Science (MS), Rehabilitation Counseling/Counselor
SUNY Buffalo
Bachelor of Arts (BA), Psychology
Plaza Home Mortgage December 2014 - Present
Prudential Financial March 2014 - November 2014
Skills
Microsoft Word, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Research, HTML, Financial Analysis, Financial Services, Access
Education
University of Alabama 2009 — 2013
Bachelor of Science (BS), Commerce and Business Administration--Finance Specialization
North Broward Preparatory School 2005 — 2009
High School Diploma
Gestion JM Delisle Inc. January 2011 - Present
Distribution de pièces d'auto Max March 1989 - December 2010
Prudential Financial January 1979 - February 1989
Skills
Microsoft Office, Gestion du personnel et..., Gestion et organisation..., Informatisation des..., Service à la clientèle, Livraison ''On-time''..., Travail et motivation..., Permi de conduire..., Service client, Microsoft Excel
Education
Université du Québec à Chicoutimi 1977 — 1978
Certificat, Administration
CEGEP Jonquière 1976 — 1978
DEC, Sciences Administratives
SCOR May 2006 - Present
AEGON Americas June 2001 - April 2006
Transamerica June 1998 - May 2001
Prudential Financial October 1994 - April 1998
Prudential Financial April 1993 - September 1994
Prudential Financial July 1990 - March 1993
Skills
Reinsurance, Risk Management, Data Migration, Data Management, Data, Project Management, Business Analysis, Process Improvement, Process Design
Education
University at Buffalo 1986 — 1990
Bachelor’s Degree, Accounting and Management Information Systems
JGK Capital November 2013 - Present
Fusion Analytics Investment Partners November 2010 - October 2013
Raymond James Financial Inc. October 1999 - October 2009
Prudential Financial January 1994 - October 1999
Education
SUNY at Buffalo 1989 — 1993
Bachelor of Arts (B.A.), Economics
SUNY Upstate Medical University June 2013 - Present
SUNY Upstate Medical University October 2010 - August 2013
Emdeon March 2002 - September 2010
Prudential Financial January 1997 - July 2001
Dendrite International January 1989 - January 1997
Dendrite International January 1989 - January 1992
Bergen Brunswig Drug Company January 1988 - January 1989
Skills
Management, Healthcare, Software Documentation, Leadership, CRM
Education
State University of New York at Buffalo 1982 — 1986
Bachelor of Arts
Allstate June 2003 - Present
Foresters February 1999 - June 2003
MassMutual Financial Group May 1996 - February 1999
Prudential Financial May 1983 - February 1999
Skills
Insurance, Fixed Annuities, Long-term Care, Disability Insurance, Retirement Planning, Life Insurance, Term Life Insurance, Health Insurance, Employee Benefits, Retirement, Series 6, Sales Management, Underwriting, Estate Planning, Strategic Planning, Property & Casualty..., Leadership
Education
University of Alabama 2004 — 2008
EXD, Business Administration
NYC Administration for Children Services 2013 - Present
Guy Carpenter January 2006 - October 2010
ADP February 2004 - January 2006
Prudential Financial March 2001 - October 2002
Prudential Financial February 1998 - March 2001
Skills
SDLC, User Acceptance Testing, Project Management, Testing, Test Planning, Quality Assurance, Regression Testing, Test Cases, Web Applications, SQL
Education
University at Buffalo 1993 — 1997
Bachelors, Urban and Public Policies
Prudential Financial May 2005 - Present
Beal Bank September 2000 - January 2005
Doctor's Center Hospital November 1995 - February 1996
Skills
Bilingual-Spanish, Excel proficiency, Team Motivator
Education
University of Puerto Rico 1981 — 1990
BBA, Finance
Prudential Financial
Skills
Series 24, Series 7, Insurance, FINRA
Education
SUNY Albany
BA
UBS April 2014 - Present
Prudential Financial March 2012 - April 2014
Morgan Stanley June 2005 - March 2012
Ernst & Young August 2001 - June 2005
Cornick, Garber & Sandler, LLP August 1999 - August 2001
Skills
Risk Mitigation, IT Risk Management, Risk Management, Enterprise Risk..., IT Risk, Risk Assessment, Information Technology, Internal Controls, Auditing, Internal Audit, IT Audit, Financial Risk, Sarbanes-Oxley, Security, Governance, Compliance, Information Security..., Banking, CISA, IT Governance, Risk, Audit
Education
State University of New York at Albany 1998 — 1999
Master’s of Science, Accounting Information Systems
State University of New York at Albany 1994 — 1998
Bachelor of Science, Accounting
BiscayneAmericas Advisors November 2011 - Present
Prudential Financial October 2010 - April 2011
Education
Universidad de Lima 2001 — 2006
Bachelor, Finance
AIG June 2014 - Present
ING U.S. August 2013 - May 2014
Prudential Financial January 2013 - August 2013
The Hartford June 2006 - December 2012
Skills
MoSes, Life Insurance, Variable Annuities, Pricing, Financial Analysis, Access, Valuation, TAS, Triton, Actuaries, Visual Basic, Financial Reporting
Education
Université Laval
Bachelor's of science, Actuarial Science
Cablevision November 2012 - Present
Ansell Healthcare January 2012 - Present
Prudential Financial July 2007 - December 2010
BKM Resources Inc. October 2001 - June 2007
Education
Universidad de Puerto Rico 1985 — 1987
Associate, Business
China Orient Asset Management Corporation May 2015 - Present
Edison Properties March 2014 - April 2015
The Hampshire Companies August 2012 - March 2014
Prudential Real Estate Investors March 2008 - July 2012
Prudential Financial July 2006 - March 2008
Skills
Asset Management, Investments, Portfolio Management, Hedge Funds, Due Diligence, Forecasting, Financial Reporting, Budgets, Real Estate, Real Estate Development, Investment Properties
Education
SUNY Albany 2002 — 2006
Bachelor's of Science, Finance
Carr, Riggs & Ingram, LLC January 2001 - August 2012
CARR, RIGGS & INGRAM January 2001 - January 2012
Prudential Financial June 1965 - December 2000
Prudential Insurance January 1965 - January 2000
Skills
Microsoft Word, Microsoft Excel, Customer Service, Customer Relations, CCH ProSystem fx, Training, Budgets, Human Resources, Management
Education
Fellow Life Management Institute
Butler High School
Chartered Life Underwriter
CLU
University of Alabama in Huntsville
HSBC August 2014 - Present
Citi January 2003 - Present
Prudential Financial August 2002 - August 2003
CROSS COUNTRY BANK July 2001 - August 2002
SOLUTION DESIGNS December 1999 - July 2001
Bancolombia April 1996 - October 1998
Skills
New Business Development, Credit Analysis, Managerial Skills, Sales Management
Education
Universidad de La Sabana 1989 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
S&P Capital IQ June 2013 - Present
Prudential Financial June 2010 - June 2013
Ipreo February 2008 - June 2010
Skills
Microsoft SQL Server, SQL, SSIS, Database Design, T-SQL, Databases, Data Modeling, ETL, Data Warehousing, SSRS, SDLC, Database Administration, SQL Tuning, Business Analysis, Performance Tuning, VBA
Education
State University of New York at Albany 2001 — 2005
Bachelor of Science (BS), Computer Science
American Senior Benefits 2012 - Present
Prudential Financial 2011 - 2012
Skills
Customer Service, Insurance, Sales, Team Building, Training, Sales Management, Health Insurance, Life Insurance, Underwriting, General Insurance, Disability Insurance, Fixed Annuities, Term Life Insurance, Employee Benefits, Retirement Planning, Property & Casualty..., Long-term Care, Retirement, Financial Planning, Management
Education
University of Baltimore 1971 — 1973
BS Accounting, Accounting and Finance
University of Baltimore 1969 — 1973
Bachelor of Science (BS), Accounting and Business/Management