Prudential Financial
Industry: Insurance company
DescriptionPrudential Financial, Inc. is an American Fortune Global 500 and Fortune 500 company whose subsidiaries provide insurance, investment management, and other financial products and services to both retail and institutional customers throughout the United States and in over 30 other countries. Headquarters: Newark, New Jersey, United States CEO: Charles F. Lowrey (Dec 1, 2018–) Revenue: 59.69 billion USD (2017) Subsidiaries: PGIM, Gibraltar BSN, PFI Mega Life Insurance,
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Prudential Financial Employees
Employee
Years
Job
Industry
Jennifer Kao Jennifer Kao's Prudential Financial Experience August 2003 - August 2006
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Morgan Stanley Smith Barney August 2010 - December 2012
Deutsche Bank May 2008 - August 2010
RBC Wealth Management August 2006 - May 2008
Prudential Financial August 2003 - August 2006
Education
University of California, Riverside 1999 — 2003
Bachelor of Science, Business Administration
Wells Fargo Advisors November 2012 - Present
Morgan Stanley Smith Barney August 2010 - December 2012
Deutsche Bank May 2008 - August 2010
RBC Wealth Management August 2006 - May 2008
Prudential Financial August 2003 - August 2006
Education
University of California, Riverside 1999 — 2003
Bachelor of Science, Business Administration
Florence Wong Florence Wong's Prudential Financial Experience July 2012 - January 2014
Job Marketing Associate at MOTA
Industry Marketing and Advertising
Experience
MOTA October 2014 - Present
Branded Online January 2014 - June 2014
A.N.D.M. Showroom November 2013 - March 2014
Prudential Financial July 2012 - January 2014
Forever 21 May 2011 - August 2011
Formal Headquarters International January 2010 - September 2010
Skills
Customer Service, PowerPoint, Facebook, Microsoft Word, Microsoft Excel, Sales, Microsoft Office, Management, Piano, Salesforce.com, Blogging, Marketing, Project Management, Social Media
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics, Business/Managerial Economics
Leland High School 2006 — 2010
MOTA October 2014 - Present
Branded Online January 2014 - June 2014
A.N.D.M. Showroom November 2013 - March 2014
Prudential Financial July 2012 - January 2014
Forever 21 May 2011 - August 2011
Formal Headquarters International January 2010 - September 2010
Skills
Customer Service, PowerPoint, Facebook, Microsoft Word, Microsoft Excel, Sales, Microsoft Office, Management, Piano, Salesforce.com, Blogging, Marketing, Project Management, Social Media
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics, Business/Managerial Economics
Leland High School 2006 — 2010
HaEun Ko HaEun Ko's Prudential Financial Experience May 2011 - August 2011
Job Finance & Accounting Associate at Memebox Corp.
Industry Cosmetics
Experience
Memebox Corporation October 2014 - August 2015
LibraTax May 2014 - September 2014
Azumio January 2014 - May 2014
Bluega May 2011 - August 2011
Prudential Financial May 2011 - August 2011
Skills
Accounting, Financial Analysis, Microsoft Office, Press Releases, Social Media, Blogging
Education
University of California, Berkeley 2010 — 2014
B.A, Economics
Memebox Corporation October 2014 - August 2015
LibraTax May 2014 - September 2014
Azumio January 2014 - May 2014
Bluega May 2011 - August 2011
Prudential Financial May 2011 - August 2011
Skills
Accounting, Financial Analysis, Microsoft Office, Press Releases, Social Media, Blogging
Education
University of California, Berkeley 2010 — 2014
B.A, Economics
Lindsey Fischer Lindsey Fischer's Prudential Financial Experience August 2009 - July 2011
Job Customer Success Consultant at Zendesk
Industry Internet
Experience
Zendesk February 2015 - Present
Zendesk January 2014 - February 2015
FuzeBox, Inc. October 2012 - January 2014
Google November 2011 - October 2012
Google July 2011 - November 2011
Prudential Financial August 2009 - July 2011
Antoni Albus, LLP August 2007 - June 2009
Skills
Sales Operations, Google Adwords, Cross-functional Team..., New Business Development, Recruiting, Management, Sales, Leadership
Education
University of California, Los Angeles 2005 — 2009
BA, Communications
Zendesk February 2015 - Present
Zendesk January 2014 - February 2015
FuzeBox, Inc. October 2012 - January 2014
Google November 2011 - October 2012
Google July 2011 - November 2011
Prudential Financial August 2009 - July 2011
Antoni Albus, LLP August 2007 - June 2009
Skills
Sales Operations, Google Adwords, Cross-functional Team..., New Business Development, Recruiting, Management, Sales, Leadership
Education
University of California, Los Angeles 2005 — 2009
BA, Communications
Asad Rauf Asad Rauf's Prudential Financial Experience November 2013 - Present
Job Actuarial Associate at Prudential Financial
Industry Insurance
Experience
Prudential Financial November 2013 - Present
GGY Inc January 2013 - August 2013
Kuwait Reinsurance Company May 2011 - August 2011
Skills
GGY Axis, Microsoft Excel, VBA, Microsoft Word, C++ Language, Python, R, S+S, Minitab, VB.NET
Education
The University of Calgary 2009 — 2012
Bachelor of Science (B.Sc.), Actuarial Science
University of South Asia Lahore 2002 — 2004
Bachelor's Degree, Computer Science
Prudential Financial November 2013 - Present
GGY Inc January 2013 - August 2013
Kuwait Reinsurance Company May 2011 - August 2011
Skills
GGY Axis, Microsoft Excel, VBA, Microsoft Word, C++ Language, Python, R, S+S, Minitab, VB.NET
Education
The University of Calgary 2009 — 2012
Bachelor of Science (B.Sc.), Actuarial Science
University of South Asia Lahore 2002 — 2004
Bachelor's Degree, Computer Science
Ethan D. Parker Ethan D. Parker's Prudential Financial Experience 2004 - 2006
Job President, Parker Insurance Group
Industry Insurance
Experience
Parker Insurance Group 2011 - Present
Marsh 2006 - 2011
Prudential Financial 2004 - 2006
Skills
Life Insurance, Disability Insurance, Retirement Planning, Insurance, Long-term Care, Financial Services, Finance, Team Leadership, Strategy, Group Insurance, Property & Casualty..., Financial Risk
Education
University of California, Santa Barbara
Parker Insurance Group 2011 - Present
Marsh 2006 - 2011
Prudential Financial 2004 - 2006
Skills
Life Insurance, Disability Insurance, Retirement Planning, Insurance, Long-term Care, Financial Services, Finance, Team Leadership, Strategy, Group Insurance, Property & Casualty..., Financial Risk
Education
University of California, Santa Barbara
Damian Sandoval Damian Sandoval's Prudential Financial Experience August 2012 - September 2013
Job Relationship Manager at Chino Commercial Bank
Industry Banking
Experience
Chino Commercial Bank July 2014 - Present
Chino Commercial Bank October 2013 - July 2014
Prudential Financial August 2012 - September 2013
Rally Group 2007 - 2010
Skills
Social Media, Advertising, Analytics, Loan Servicing, Financial Services, Construction Loans, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Loans, Analysis, Spreads, Underwriting, Portfolio Management, Microsoft Office, Customer Service, Marketing, Microsoft Excel, PowerPoint, Credit, Finance, Management, Financial Analysis, Banking
Education
University of California, Santa Barbara 2009 — 2011
Business Economics
Nogales High School
Chino Commercial Bank July 2014 - Present
Chino Commercial Bank October 2013 - July 2014
Prudential Financial August 2012 - September 2013
Rally Group 2007 - 2010
Skills
Social Media, Advertising, Analytics, Loan Servicing, Financial Services, Construction Loans, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Loans, Analysis, Spreads, Underwriting, Portfolio Management, Microsoft Office, Customer Service, Marketing, Microsoft Excel, PowerPoint, Credit, Finance, Management, Financial Analysis, Banking
Education
University of California, Santa Barbara 2009 — 2011
Business Economics
Nogales High School
Stephen Chao Stephen Chao's Prudential Financial Experience 2011 - 2013
Job Actuarial Analyst at Independence Blue Cross
Industry Research
Experience
Independence Blue Cross July 2015 - Present
Transamerica Financial Advisors, Inc. 2014 - June 2015
University of Central Florida 2014 - 2015
JH & JR Trading Partners 2008 - 2014
Farmers Insurance 2013 - 2013
Prudential Financial 2011 - 2013
Skills
Made over 1 Million..., Investments, Financial Modeling, Financial Analysis, Finance, Management, Insurance, Mutual Funds, Strategic Financial..., Financial Services, Risk Management, Securities, Wealth Management, Portfolio Management, Valuation
Education
University of Pennsylvania
Bachelor's degree, Economics
University of Central Florida
Actuarial Science
The Lawrenceville School, Lawrenceville, NJ
Diploma Awarded, Science, Technology, Engineering, and Mathematics
Independence Blue Cross July 2015 - Present
Transamerica Financial Advisors, Inc. 2014 - June 2015
University of Central Florida 2014 - 2015
JH & JR Trading Partners 2008 - 2014
Farmers Insurance 2013 - 2013
Prudential Financial 2011 - 2013
Skills
Made over 1 Million..., Investments, Financial Modeling, Financial Analysis, Finance, Management, Insurance, Mutual Funds, Strategic Financial..., Financial Services, Risk Management, Securities, Wealth Management, Portfolio Management, Valuation
Education
University of Pennsylvania
Bachelor's degree, Economics
University of Central Florida
Actuarial Science
The Lawrenceville School, Lawrenceville, NJ
Diploma Awarded, Science, Technology, Engineering, and Mathematics
Lisa An Lisa An's Prudential Financial Experience March 2008 - May 2014
Job Relationship Banker
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
JPMorgan Chase May 2014 - Present
Prudential Financial March 2008 - May 2014
Koreatown Youth & Community Center May 2007 - March 2008
Doubletree Hotel September 2004 - May 2007
Doubletree Hotel Irvine Spectrum August 2002 - September 2004
Skills
Wealth Management, Time Management, Strategic Financial..., Retirement Planning, Mutual Funds, Insurance, Community Outreach, Finance, Investment Advisory, Long-term Care, Disability Insurance, Long Term Care Insurance, Financial Advisory, Asset, Securities, Retirement, Health Insurance, 401k, Investment Strategies, Fixed Annuities, Series 63, Asset Allocation, IRAs, Series 6, Financial Services, Employee Benefits, Portfolio Management, Asset Management, Life Insurance
Education
University of California, Irvine 1998 — 2003
Bachelor, Sociology
JPMorgan Chase May 2014 - Present
JPMorgan Chase May 2014 - Present
Prudential Financial March 2008 - May 2014
Koreatown Youth & Community Center May 2007 - March 2008
Doubletree Hotel September 2004 - May 2007
Doubletree Hotel Irvine Spectrum August 2002 - September 2004
Skills
Wealth Management, Time Management, Strategic Financial..., Retirement Planning, Mutual Funds, Insurance, Community Outreach, Finance, Investment Advisory, Long-term Care, Disability Insurance, Long Term Care Insurance, Financial Advisory, Asset, Securities, Retirement, Health Insurance, 401k, Investment Strategies, Fixed Annuities, Series 63, Asset Allocation, IRAs, Series 6, Financial Services, Employee Benefits, Portfolio Management, Asset Management, Life Insurance
Education
University of California, Irvine 1998 — 2003
Bachelor, Sociology
Rachel Bingbai Hou Rachel Bingbai Hou's Prudential Financial Experience June 2014 - August 2014
Job Strategy Consultant at Accenture
Industry Management Consulting
Experience
Accenture September 2015 - Present
Prudential Financial June 2014 - August 2014
State Grid International Development 2009 - 2013
State Grid Brasil Transmissão March 2011 - September 2011
Morgan Stanley Smith Barney January 2009 - May 2009
KPMG June 2008 - August 2008
Skills
Mergers & Acquisitions, Financial Analysis, Corporate Development, Financial Modeling, Due Diligence, Capital Markets, Credit Rating, Strategic Financial..., Investments, Portfolio Management, Equity Research, Investment Banking, Finance
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley 2006 — 2009
BA
Accenture September 2015 - Present
Prudential Financial June 2014 - August 2014
State Grid International Development 2009 - 2013
State Grid Brasil Transmissão March 2011 - September 2011
Morgan Stanley Smith Barney January 2009 - May 2009
KPMG June 2008 - August 2008
Skills
Mergers & Acquisitions, Financial Analysis, Corporate Development, Financial Modeling, Due Diligence, Capital Markets, Credit Rating, Strategic Financial..., Investments, Portfolio Management, Equity Research, Investment Banking, Finance
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley 2006 — 2009
BA
Paulina Hlavacek's Prudential Financial Experience August 2013 - August 2014
Job Customer Financial Services Administrator at Deckers Brands
Industry Financial Services
Experience
Deckers Brands September 2015 - Present
Prudential Financial August 2013 - August 2014
UCLA Alumni Association September 2012 - June 2014
UCLA Housing Division July 2011 - June 2012
Monica Thomas, DDS June 2007 - August 2011
Skills
SAS Base, R Statistical Analysis..., Quantitative Research, Microsoft Excel, Microsoft Word, Customer Service, Photoshop, Teamwork, Public Speaking, C++, English
Education
University of California, Santa Barbara 2014 — 2015
Open University UCSB Extension Coursework, Statistics, Technology Management Program
University of California, Los Angeles 2011 — 2014
Bachelor of Arts (BA), Economics, Cumulative GPA 3.4
Salinas High School 2007 — 2011
General Education Diploma, Salutatorian
Deckers Brands September 2015 - Present
Prudential Financial August 2013 - August 2014
UCLA Alumni Association September 2012 - June 2014
UCLA Housing Division July 2011 - June 2012
Monica Thomas, DDS June 2007 - August 2011
Skills
SAS Base, R Statistical Analysis..., Quantitative Research, Microsoft Excel, Microsoft Word, Customer Service, Photoshop, Teamwork, Public Speaking, C++, English
Education
University of California, Santa Barbara 2014 — 2015
Open University UCSB Extension Coursework, Statistics, Technology Management Program
University of California, Los Angeles 2011 — 2014
Bachelor of Arts (BA), Economics, Cumulative GPA 3.4
Salinas High School 2007 — 2011
General Education Diploma, Salutatorian
Roderick Robertson Roderick Robertson's Prudential Financial Experience November 1987 - May 2009
Job Executive Vice President & CEO Horticultural Crops Westchester Group Investment Management
Industry Investment Management
Experience
Westchester Group Investment Management June 2009 - Present
Prudential Financial November 1987 - May 2009
Pacific Agricultural Services June 1982 - November 1987
Stanislaus County Assessor July 1979 - August 1980
Skills
Chartered Financial..., Agricultural investment..., Asset Managment, Portfolio Management, Appraisals, Financial Modeling, Real Estate Economics, Real Estate Transactions, Agricultural Economics, Agribusiness, Real Estate Negotiating, Asset Management, Investments, Alternative Investments, Agriculture
Education
University of California, Davis 1980 — 1981
Master of Science, Agricultural Economics
University of California, Davis 1974 — 1979
Bachelor of Science, Agricultural Economics
Westchester Group Investment Management June 2009 - Present
Prudential Financial November 1987 - May 2009
Pacific Agricultural Services June 1982 - November 1987
Stanislaus County Assessor July 1979 - August 1980
Skills
Chartered Financial..., Agricultural investment..., Asset Managment, Portfolio Management, Appraisals, Financial Modeling, Real Estate Economics, Real Estate Transactions, Agricultural Economics, Agribusiness, Real Estate Negotiating, Asset Management, Investments, Alternative Investments, Agriculture
Education
University of California, Davis 1980 — 1981
Master of Science, Agricultural Economics
University of California, Davis 1974 — 1979
Bachelor of Science, Agricultural Economics
Michael Cosgrave, CIC, CLTC Michael Cosgrave, CIC, CLTC's Prudential Financial Experience September 2005 - December 2011
Job Business Insurance | Employee Benefits | Commercial Property & Casualty | Workers Comp | Energy
Industry Insurance
Experience
Couch Braunsdorf Insurance Group January 2012 - Present
Prudential Financial September 2005 - December 2011
Prudential Financial September 2005 - December 2011
Skills
Insurance, Commercial Insurance, Property & Casualty..., Health Insurance, Workers Compensation, Professional Liability, Life Insurance, Management, Underwriting, Leadership, Employee Benefits
Education
University of California, Santa Barbara 2002 — 2005
BA, Communications, Geography
Carlmont High School - CHS 1998 — 2001
High School - College Prepatory
Couch Braunsdorf Insurance Group January 2012 - Present
Prudential Financial September 2005 - December 2011
Prudential Financial September 2005 - December 2011
Skills
Insurance, Commercial Insurance, Property & Casualty..., Health Insurance, Workers Compensation, Professional Liability, Life Insurance, Management, Underwriting, Leadership, Employee Benefits
Education
University of California, Santa Barbara 2002 — 2005
BA, Communications, Geography
Carlmont High School - CHS 1998 — 2001
High School - College Prepatory
Darren Northam, CFP®, CMFC® Darren Northam, CFP®, CMFC®'s Prudential Financial Experience September 2001 - October 2006
Job Managing Partner, Clay Northam Wealth Management
Industry Investment Management
Experience
Clay Northam Wealth Management November 2011 - Present
Clay, Malek & Northam Wealth Management October 2006 - November 2011
Prudential Financial September 2001 - October 2006
Fortis Investors June 1996 - September 2001
Education
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts, Business Economics
Clay Northam Wealth Management November 2011 - Present
Clay, Malek & Northam Wealth Management October 2006 - November 2011
Prudential Financial September 2001 - October 2006
Fortis Investors June 1996 - September 2001
Education
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts, Business Economics
Cindy Wu Cindy Wu's Prudential Financial Experience August 2011 - September 2014
Job Portfolio Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2014 - Present
Prudential Financial August 2011 - September 2014
Wells Fargo May 2009 - August 2011
Wells Fargo Securities May 2008 - May 2009
Kelling, Northcross & Nobriga October 2006 - April 2007
Moodys Investor Services June 2005 - August 2005
National Park Service June 2003 - August 2003
Skills
Investments, Finance, Microsoft Excel, Microsoft Office, Microsoft Powerpoint, Argus Modeling, Financial Modeling, Financial Analysis, Bloomberg
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
B.S., Business Administration
University of California, Berkeley 2004 — 2008
B.A., Economics
Bank of America Merrill Lynch December 2014 - Present
Prudential Financial August 2011 - September 2014
Wells Fargo May 2009 - August 2011
Wells Fargo Securities May 2008 - May 2009
Kelling, Northcross & Nobriga October 2006 - April 2007
Moodys Investor Services June 2005 - August 2005
National Park Service June 2003 - August 2003
Skills
Investments, Finance, Microsoft Excel, Microsoft Office, Microsoft Powerpoint, Argus Modeling, Financial Modeling, Financial Analysis, Bloomberg
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
B.S., Business Administration
University of California, Berkeley 2004 — 2008
B.A., Economics
Kassia Ho Kassia Ho's Prudential Financial Experience April 2013 - June 2013
Job HR, Office & Project Coordinator at Agiliance
Industry Human Resources
Experience
Agiliance January 2014 - Present
Hertz Local Edition August 2013 - December 2013
Prudential Financial April 2013 - June 2013
UC Irvine-Vietnamese Graduation Committee October 2012 - June 2013
UC Irvine April 2012 - June 2013
Harvey & Company LLC October 2012 - January 2013
Wells Fargo May 2012 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Spanish, Marketing, Sales, Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Business Economics
Agiliance January 2014 - Present
Hertz Local Edition August 2013 - December 2013
Prudential Financial April 2013 - June 2013
UC Irvine-Vietnamese Graduation Committee October 2012 - June 2013
UC Irvine April 2012 - June 2013
Harvey & Company LLC October 2012 - January 2013
Wells Fargo May 2012 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Spanish, Marketing, Sales, Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Business Economics
Denise Zhu Denise Zhu's Prudential Financial Experience May 2012 - June 2013
Job Account Management Analyst at PAAMCO
Industry Investment Management
Experience
PAAMCO July 2014 - Present
PAAMCO February 2014 - June 2014
Pathway Capital Management September 2013 - February 2014
JPMorgan Chase June 2013 - August 2013
Prudential Financial May 2012 - June 2013
Orange County Projector Rentals June 2011 - September 2012
Shanghai Pudong Development Bank June 2010 - August 2010
Skills
Marketing, Data Analysis, Customer Service, Microsoft Office, Microsoft Excel, Time Management, Analysis, PowerPoint, Outlook, Teamwork, Salesforce.com, Leadership, SPSS, Marketing Research, Recruiting, Market Research, Account Management, Customer Relations, Event Planning
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
Bear River High School 2006 — 2010
PAAMCO July 2014 - Present
PAAMCO February 2014 - June 2014
Pathway Capital Management September 2013 - February 2014
JPMorgan Chase June 2013 - August 2013
Prudential Financial May 2012 - June 2013
Orange County Projector Rentals June 2011 - September 2012
Shanghai Pudong Development Bank June 2010 - August 2010
Skills
Marketing, Data Analysis, Customer Service, Microsoft Office, Microsoft Excel, Time Management, Analysis, PowerPoint, Outlook, Teamwork, Salesforce.com, Leadership, SPSS, Marketing Research, Recruiting, Market Research, Account Management, Customer Relations, Event Planning
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
Bear River High School 2006 — 2010
Sim Carter Sim Carter's Prudential Financial Experience June 2009 - May 2014
Job Realtor at Aviara Realty
Industry Real Estate
Experience
Aviara Real Estate April 2014 - Present
Prudential Financial June 2009 - May 2014
Century21 Adobe December 2006 - May 2009
805 Living Magazine September 2004 - September 2008
Education
University of California, Los Angeles
Aviara Real Estate April 2014 - Present
Prudential Financial June 2009 - May 2014
Century21 Adobe December 2006 - May 2009
805 Living Magazine September 2004 - September 2008
Education
University of California, Los Angeles
Kara Collacott Kara Collacott's Prudential Financial Experience June 2010 - December 2010
Job Home Mortgage Consultant NMLSR ID # 704202
Industry Financial Services
Experience
Wells Fargo Home Mortgage June 2012 - Present
Essex Mortgage May 2011 - May 2012
Flemings Prime Steakhouse & Wine Bar 2009 - 2012
Prudential Financial June 2010 - December 2010
self employed December 2008 - December 2010
Skills
Conventional, Jumbo Mortgage, Series 6 and 63 licensed, Super Jumbo, Purchase Specialist, Loans, First Time Home Buyers, HomePath, Finance, Portfolio Management, Refinance, FHA
Education
University of California, Santa Barbara 2003 — 2007
Bachelor's degree, Psychology, Spanish, minor in business-economics
Wells Fargo Home Mortgage June 2012 - Present
Essex Mortgage May 2011 - May 2012
Flemings Prime Steakhouse & Wine Bar 2009 - 2012
Prudential Financial June 2010 - December 2010
self employed December 2008 - December 2010
Skills
Conventional, Jumbo Mortgage, Series 6 and 63 licensed, Super Jumbo, Purchase Specialist, Loans, First Time Home Buyers, HomePath, Finance, Portfolio Management, Refinance, FHA
Education
University of California, Santa Barbara 2003 — 2007
Bachelor's degree, Psychology, Spanish, minor in business-economics
Rex Cameron Rex Cameron's Prudential Financial Experience October 2012 - November 2012
Job Real Estate Professional
Industry Commercial Real Estate
Experience
Prudential Financial October 2012 - November 2012
Stamford Yacht Club June 2012 - August 2012
Sausalito Yacht Club June 2011 - August 2011
Balboa Yacht Club June 2010 - August 2010
Sail Martha's Vineyard June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, PowerPoint, Event Management, Editing, Public Speaking, Negotiation, Social Media, Customer Service, Photoshop, Event Planning, Research, Budgets, Argus Modeling
Education
University of California, Berkeley 2014 — 2014
Postbaccalaureate Program, Sustainable City and Regional Planning
University of San Diego 2013 — 2014
Certificate in Real Estate Finance, Investments, and Development
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Prudential Financial October 2012 - November 2012
Stamford Yacht Club June 2012 - August 2012
Sausalito Yacht Club June 2011 - August 2011
Balboa Yacht Club June 2010 - August 2010
Sail Martha's Vineyard June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, PowerPoint, Event Management, Editing, Public Speaking, Negotiation, Social Media, Customer Service, Photoshop, Event Planning, Research, Budgets, Argus Modeling
Education
University of California, Berkeley 2014 — 2014
Postbaccalaureate Program, Sustainable City and Regional Planning
University of San Diego 2013 — 2014
Certificate in Real Estate Finance, Investments, and Development
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Chris Power Chris Power's Prudential Financial Experience May 2012 - October 2013
Job Client Development Executive at Culver Careers (CulverCareers.com)
Industry Staffing and Recruiting
Experience
Culver Careers (CulverCareers.com) January 2015 - Present
Farmers Insurance November 2013 - January 2015
Prudential Financial May 2012 - October 2013
Enterprise Rent-A-Car November 2005 - May 2012
Skills
Insurance, Life Insurance, Term Life Insurance, Permanent Life Insurance, Commercial Insurance, Umbrella Insurance, homeowners insurance, auto insurance, Mutual Funds, 529 Plans, IRAs, Variable Annuities, Variable Life, renters insurance, business insurance, Whole Life, Series 6, Homeowners, Customer Service, Sales, Sales Management, Fixed Annuities, Account Management, Cold Calling, Team Building, Marketing, Management, Leadership, Customer Retention, Sales Process
Education
University of California, Riverside 2000 — 2005
BS, Business Administration and Management, General
Los Alamitos High School 1996 — 2000
Culver Careers (CulverCareers.com) January 2015 - Present
Farmers Insurance November 2013 - January 2015
Prudential Financial May 2012 - October 2013
Enterprise Rent-A-Car November 2005 - May 2012
Skills
Insurance, Life Insurance, Term Life Insurance, Permanent Life Insurance, Commercial Insurance, Umbrella Insurance, homeowners insurance, auto insurance, Mutual Funds, 529 Plans, IRAs, Variable Annuities, Variable Life, renters insurance, business insurance, Whole Life, Series 6, Homeowners, Customer Service, Sales, Sales Management, Fixed Annuities, Account Management, Cold Calling, Team Building, Marketing, Management, Leadership, Customer Retention, Sales Process
Education
University of California, Riverside 2000 — 2005
BS, Business Administration and Management, General
Los Alamitos High School 1996 — 2000
Dan McCormick Dan McCormick's Prudential Financial Experience February 2004 - July 2006
Job Founder at Constructor.io
Industry Information Technology and Services
Experience
Constructor.io February 2015 - Present
Content.Market May 2015 - Present
Shutterstock August 2014 - February 2015
Shutterstock February 2011 - June 2014
Shutterstock January 2006 - January 2011
PostPin May 2005 - January 2009
Trademark Safeguard June 2004 - September 2007
Particular Personals April 2004 - June 2007
Prudential Financial February 2004 - July 2006
Rosenblatt Securities January 2004 - February 2005
Education
University of California, Berkeley 1991 — 1995
BS, Mechnical Engineering
Acalanes High School 1987 — 1991
High School
Constructor.io February 2015 - Present
Content.Market May 2015 - Present
Shutterstock August 2014 - February 2015
Shutterstock February 2011 - June 2014
Shutterstock January 2006 - January 2011
PostPin May 2005 - January 2009
Trademark Safeguard June 2004 - September 2007
Particular Personals April 2004 - June 2007
Prudential Financial February 2004 - July 2006
Rosenblatt Securities January 2004 - February 2005
Education
University of California, Berkeley 1991 — 1995
BS, Mechnical Engineering
Acalanes High School 1987 — 1991
High School
Daniel Mai Daniel Mai's Prudential Financial Experience February 2006 - January 2007
Job Commercial Banking Professional
Industry Banking
Experience
Luther Burbank Savings September 2013 - Present
Bank of America July 2011 - September 2013
Center Bank July 2010 - July 2011
Far East National Bank August 2008 - July 2010
Citi Smith Barney February 2007 - May 2008
Prudential Financial February 2006 - January 2007
Fidelity National Financial June 2004 - December 2005
Skills
Portfolio Management, Banking, Loans, Underwriting, Credit Risk, Credit Analysis, Credit, Bankruptcy, OREO, Commercial Mortgages, Financial Risk, Financial Services, Asset Based Lending, Finance, Commercial Lending, Financial Analysis, Executive Management, Commercial Real Estate, Investments, Mortgage Lending, Risk Management, Real Estate, Analysis, Management
Education
University of California, Irvine
BA, International Studies : International Business
Luther Burbank Savings September 2013 - Present
Bank of America July 2011 - September 2013
Center Bank July 2010 - July 2011
Far East National Bank August 2008 - July 2010
Citi Smith Barney February 2007 - May 2008
Prudential Financial February 2006 - January 2007
Fidelity National Financial June 2004 - December 2005
Skills
Portfolio Management, Banking, Loans, Underwriting, Credit Risk, Credit Analysis, Credit, Bankruptcy, OREO, Commercial Mortgages, Financial Risk, Financial Services, Asset Based Lending, Finance, Commercial Lending, Financial Analysis, Executive Management, Commercial Real Estate, Investments, Mortgage Lending, Risk Management, Real Estate, Analysis, Management
Education
University of California, Irvine
BA, International Studies : International Business
Katie Oliver Katie Oliver's Prudential Financial Experience 2012 - Present
Job Financial Professional at Prudential Financial
Industry Financial Services
Experience
Prudential Financial 2012 - Present
Allsup Inc. July 2010 - January 2011
Insulet Corporation August 2007 - January 2010
Roche March 2005 - July 2007
Skills
Retirement, Diabetes Care, Diabetes Management, Medical Devices, Physicians, Sales Operations, Cardiology, Selling, Training, Sales, Management, Marketing, Oncology, Insurance, Analysis, Nursing, Endocrinology, Social Security..., Social Security, Health Insurance, Managed Care, Pharmacy Benefit..., Insulin Pumps
Education
University of California, Davis 2000 — 2004
Bachelor's of Art, Communication
Prudential Financial 2012 - Present
Allsup Inc. July 2010 - January 2011
Insulet Corporation August 2007 - January 2010
Roche March 2005 - July 2007
Skills
Retirement, Diabetes Care, Diabetes Management, Medical Devices, Physicians, Sales Operations, Cardiology, Selling, Training, Sales, Management, Marketing, Oncology, Insurance, Analysis, Nursing, Endocrinology, Social Security..., Social Security, Health Insurance, Managed Care, Pharmacy Benefit..., Insulin Pumps
Education
University of California, Davis 2000 — 2004
Bachelor's of Art, Communication
John Barbara John Barbara's Prudential Financial Experience October 2011 - November 2013
Job Financial Professional Associate at Prudential Financial
Industry Financial Services
Experience
HealthPort Technologies November 2013 - Present
Prudential Financial October 2011 - November 2013
Merrill Lynch April 2011 - July 2011
SPRINT BUSINESS July 2009 - April 2011
CBEYOND COMMUNICATIONS March 2007 - July 2009
Yokozuna Pacific Islander Grill June 2002 - March 2007
Walter's Management June 2000 - September 2006
Skills
Solution Selling, Account Management, CORE COMPETENCIES..., Telecommunications, Direct Sales, Sales Operations, Sales, Sales Process, Wireless, Forecasting, Training, Leadership, Management, B2B, Negotiation, Selling, Analysis, Time Management, Pricing, CRM
Education
University of California, Riverside 2002 — 2006
BA, Business Administration
University of California, Riverside 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
HealthPort Technologies November 2013 - Present
Prudential Financial October 2011 - November 2013
Merrill Lynch April 2011 - July 2011
SPRINT BUSINESS July 2009 - April 2011
CBEYOND COMMUNICATIONS March 2007 - July 2009
Yokozuna Pacific Islander Grill June 2002 - March 2007
Walter's Management June 2000 - September 2006
Skills
Solution Selling, Account Management, CORE COMPETENCIES..., Telecommunications, Direct Sales, Sales Operations, Sales, Sales Process, Wireless, Forecasting, Training, Leadership, Management, B2B, Negotiation, Selling, Analysis, Time Management, Pricing, CRM
Education
University of California, Riverside 2002 — 2006
BA, Business Administration
University of California, Riverside 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
TERRY BOYD TERRY BOYD's Prudential Financial Experience January 1986 - July 1990
Job Chief Executive Officer at Triple B Properties
Industry Real Estate
Experience
Triple B Properties, LLC March 2007 - Present
United First Financial February 2008 - March 2013
FT SILL, OK January 2005 - September 2011
3rd Mission Command Group, 1st Brigade, 75th Division April 1998 - September 2011
Bank of America January 2001 - January 2003
US Army 402d Reception Bn May 1994 - April 1998
Prudential Financial January 1986 - July 1990
Skills
Human Resource..., Information Technology..., Motivational Speaking, Real Estate Investor, Training Facilitation, Banking and Sales, Real Estate Development, Real Estate, Strategic Planning, Negotiation, Investment Properties, Entrepreneurship, Start-ups, Property Management, Marketing Strategy, Due Diligence, Investors, Residential Homes, Business Strategy, Personnel Management, Sellers, Investments, Leadership, Commercial Real Estate, REO, Real Estate Transactions, Real Estate Financing, Sales, Management, Training, Finance, Small Business, Property, Real Estate Economics, Mortgage Lending, Military, IT Management
Education
University of Oklahoma 2011 — 2014
Master of Arts (MA), Human Relations
Webster University 2010 — 2012
Master of Arts (MA), Information Technology Project Management
University of Central Oklahoma 1984 — 1988
Bachelor of Business Administration (B.B.A.), Business Management
Western Oklahoma State College 1982 — 1984
Associate of Arts (AA), Business/Commerce, General
Triple B Properties, LLC March 2007 - Present
United First Financial February 2008 - March 2013
FT SILL, OK January 2005 - September 2011
3rd Mission Command Group, 1st Brigade, 75th Division April 1998 - September 2011
Bank of America January 2001 - January 2003
US Army 402d Reception Bn May 1994 - April 1998
Prudential Financial January 1986 - July 1990
Skills
Human Resource..., Information Technology..., Motivational Speaking, Real Estate Investor, Training Facilitation, Banking and Sales, Real Estate Development, Real Estate, Strategic Planning, Negotiation, Investment Properties, Entrepreneurship, Start-ups, Property Management, Marketing Strategy, Due Diligence, Investors, Residential Homes, Business Strategy, Personnel Management, Sellers, Investments, Leadership, Commercial Real Estate, REO, Real Estate Transactions, Real Estate Financing, Sales, Management, Training, Finance, Small Business, Property, Real Estate Economics, Mortgage Lending, Military, IT Management
Education
University of Oklahoma 2011 — 2014
Master of Arts (MA), Human Relations
Webster University 2010 — 2012
Master of Arts (MA), Information Technology Project Management
University of Central Oklahoma 1984 — 1988
Bachelor of Business Administration (B.B.A.), Business Management
Western Oklahoma State College 1982 — 1984
Associate of Arts (AA), Business/Commerce, General
Jessie Meng, CFA Jessie Meng, CFA's Prudential Financial Experience September 2009 - July 2011
Job Risk Analytical Product Sales at MSCI Sr Associate
Industry Financial Services
Experience
MSCI Inc. April 2014 - Present
MSCI Inc. July 2011 - March 2014
Prudential Financial September 2009 - July 2011
Skills
Equities, International Business, Risk Management, Performance Attribution, Fixed Income, Risk Consultant, Barra Aegis, Analytical Client..., Financial Analysis, Business Strategy, Market Analysis, Risk Analysis, Management
Education
University of California, Los Angeles 2005 — 2009
Economics
MSCI Inc. April 2014 - Present
MSCI Inc. July 2011 - March 2014
Prudential Financial September 2009 - July 2011
Skills
Equities, International Business, Risk Management, Performance Attribution, Fixed Income, Risk Consultant, Barra Aegis, Analytical Client..., Financial Analysis, Business Strategy, Market Analysis, Risk Analysis, Management
Education
University of California, Los Angeles 2005 — 2009
Economics
Carolyn Shelby Carolyn Shelby's Prudential Financial Experience 2003 - 2005
Job Indendent Broker at Life Happens Insurance Solutions
Industry Insurance
Experience
Life Happens Insurance Solutions November 2005 - Present
Prudential Financial 2003 - 2005
Long Term Preferred Care 2003 - 2003
Skills
Medicare Advantage, Medicare Supplements, Medicare Part D, Medicare Indemnity..., Long Term Care..., Short Term Care..., Health Insurance..., Health Savings Accounts, Dental/Vision/Hearing..., Supplemental Indemnity..., Life Insurance (term..., Annuities (fixed and..., Disability (short and..., Estate Planning, Employee Benefits, Insurance, Sales, Customer Service, Team Building, Disability Insurance, Management, Underwriting, Marketing, Life Insurance, Health Insurance
Education
University of California, Los Angeles 1970 — 1973
Bachelor of Arts (B.A.)
University of Southern California 1967 — 1969
Bachelor of Arts (B.A.), Theatre Arts
Life Happens Insurance Solutions November 2005 - Present
Prudential Financial 2003 - 2005
Long Term Preferred Care 2003 - 2003
Skills
Medicare Advantage, Medicare Supplements, Medicare Part D, Medicare Indemnity..., Long Term Care..., Short Term Care..., Health Insurance..., Health Savings Accounts, Dental/Vision/Hearing..., Supplemental Indemnity..., Life Insurance (term..., Annuities (fixed and..., Disability (short and..., Estate Planning, Employee Benefits, Insurance, Sales, Customer Service, Team Building, Disability Insurance, Management, Underwriting, Marketing, Life Insurance, Health Insurance
Education
University of California, Los Angeles 1970 — 1973
Bachelor of Arts (B.A.)
University of Southern California 1967 — 1969
Bachelor of Arts (B.A.), Theatre Arts
Anthony Zanontian Anthony Zanontian's Prudential Financial Experience 2006 - 2007
Job VP, Product Development at true[x]
Industry Internet
Experience
true[X] media 2011 - Present
Taltopia.com August 2006 - 2010
Prudential Financial 2006 - 2007
Masefield AG June 2005 - August 2005
Skills
Venture Capital, Entrepreneurship, Start-ups, Social Networking, Marketing Strategy, Product Marketing, Business Development, CRM, Product Development, Strategic Partnerships, Digital Media
Education
University of California, San Diego 2003 — 2006
B.A.
true[X] media 2011 - Present
Taltopia.com August 2006 - 2010
Prudential Financial 2006 - 2007
Masefield AG June 2005 - August 2005
Skills
Venture Capital, Entrepreneurship, Start-ups, Social Networking, Marketing Strategy, Product Marketing, Business Development, CRM, Product Development, Strategic Partnerships, Digital Media
Education
University of California, San Diego 2003 — 2006
B.A.
Todd Feintuch, CFP®'s Prudential Financial Experience 2003 - December 2004
Job Managing Director at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management January 2014 - Present
BB&T August 2008 - January 2014
Wachovia Bank December 2004 - August 2008
Prudential Financial 2003 - December 2004
Skills
CERTIFIED FINANCIAL..., Series 7, series 66, Series 24, FL Life, Health, VA..., Wealth, Uniform Combined State..., Investments, Wealth Management..., Portfolio Management, Financial Advisory, Securities, Private Banking, Finance, Asset Allocation, Wealth Management, Investment Advisory, Series 65, Investment Strategies, Series 63, Insurance, Credit Analysis, Strategic Financial..., Asset Management, Management, Estate Planning, Retirement, Retirement Planning, Credit
Education
University of Central Florida
Bachelor of Science (BS), Finance
Wake Forest University - BB&T Banking School
SunTrust Private Wealth Management January 2014 - Present
BB&T August 2008 - January 2014
Wachovia Bank December 2004 - August 2008
Prudential Financial 2003 - December 2004
Skills
CERTIFIED FINANCIAL..., Series 7, series 66, Series 24, FL Life, Health, VA..., Wealth, Uniform Combined State..., Investments, Wealth Management..., Portfolio Management, Financial Advisory, Securities, Private Banking, Finance, Asset Allocation, Wealth Management, Investment Advisory, Series 65, Investment Strategies, Series 63, Insurance, Credit Analysis, Strategic Financial..., Asset Management, Management, Estate Planning, Retirement, Retirement Planning, Credit
Education
University of Central Florida
Bachelor of Science (BS), Finance
Wake Forest University - BB&T Banking School
Paul Krumholz Paul Krumholz's Prudential Financial Experience October 2013 - Present
Job Account Analyst at Prudential
Industry Financial Services
Experience
Prudential Financial October 2013 - Present
Minority Business Development Agency March 2012 - June 2012
Century 21 Lad June 2011 - August 2011
Publising Office of Adrienne Momi February 2011 - May 2011
Wachovia Securties June 2007 - September 2007
Skills
Public Speaking, Event Planning, Market Research, Spreadsheets, Public Relations, Microsoft Excel, PowerPoint, Trend, Financial Analysis, Eviews, Matlab, Data Analysis, Team Leadership, Statistics, Forecasting, Economics, Social Media
Education
UCSB 2012 — 2013
Master of Arts (M.A.), Economics, 3.3
University of California, Santa Cruz 2008 — 2012
Bacelors of Arts, Business Managemnent Economics, 3.4
Palos Verdes Peninsula High School 2004 — 2008
Prudential Financial October 2013 - Present
Minority Business Development Agency March 2012 - June 2012
Century 21 Lad June 2011 - August 2011
Publising Office of Adrienne Momi February 2011 - May 2011
Wachovia Securties June 2007 - September 2007
Skills
Public Speaking, Event Planning, Market Research, Spreadsheets, Public Relations, Microsoft Excel, PowerPoint, Trend, Financial Analysis, Eviews, Matlab, Data Analysis, Team Leadership, Statistics, Forecasting, Economics, Social Media
Education
UCSB 2012 — 2013
Master of Arts (M.A.), Economics, 3.3
University of California, Santa Cruz 2008 — 2012
Bacelors of Arts, Business Managemnent Economics, 3.4
Palos Verdes Peninsula High School 2004 — 2008
Brandon Zhang's Prudential Financial Experience August 2014 - Present
Job Investment Analyst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial August 2014 - Present
Sigma Alpha Mu (Sigma Sigma Chapter) November 2012 - November 2013
Tilden Capital Partners March 2013 - September 2013
Berkeley Sourcing Group June 2012 - September 2013
State Street June 2013 - August 2013
Brightstorm Inc April 2011 - August 2012
Undergraduate Marketing Association December 2011 - May 2012
Associated Students of the University of California September 2011 - May 2012
Private Piano Instructor August 2008 - June 2009
Skills
Social Media Marketing, SEO, Microsoft Office, Social Media, Press Releases, Team Management, Investment Research, Financial Statement..., Market Analysis, Finance, Search Engine..., Event Consulting, Stata
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics
Prudential Financial August 2014 - Present
Sigma Alpha Mu (Sigma Sigma Chapter) November 2012 - November 2013
Tilden Capital Partners March 2013 - September 2013
Berkeley Sourcing Group June 2012 - September 2013
State Street June 2013 - August 2013
Brightstorm Inc April 2011 - August 2012
Undergraduate Marketing Association December 2011 - May 2012
Associated Students of the University of California September 2011 - May 2012
Private Piano Instructor August 2008 - June 2009
Skills
Social Media Marketing, SEO, Microsoft Office, Social Media, Press Releases, Team Management, Investment Research, Financial Statement..., Market Analysis, Finance, Search Engine..., Event Consulting, Stata
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics
Michelle Le Michelle Le's Prudential Financial Experience October 2012 - May 2013
Job Data Analyst at Kelley Blue Book
Industry Information Services
Experience
Kelley Blue Book September 2015 - Present
Kelley Blue Book June 2015 - September 2015
Samsung Electronics October 2014 - March 2015
ReVolt November 2012 - June 2014
Prudential Financial October 2012 - May 2013
Skills
SQL, Microsoft Excel, Market Research, Omniture, Web Analytics, SPSS, Statistical Data..., Public Speaking, Marketing, MicroStrategy, Adobe InDesign, PowerPoint, Data Analysis, Photoshop, Word Press, Jive, Event Planning, Microsoft Publisher, Project Management, Management
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2015
Bachelor of Arts, Business Administration, Emphasis in Management and Marketing
Kelley Blue Book September 2015 - Present
Kelley Blue Book June 2015 - September 2015
Samsung Electronics October 2014 - March 2015
ReVolt November 2012 - June 2014
Prudential Financial October 2012 - May 2013
Skills
SQL, Microsoft Excel, Market Research, Omniture, Web Analytics, SPSS, Statistical Data..., Public Speaking, Marketing, MicroStrategy, Adobe InDesign, PowerPoint, Data Analysis, Photoshop, Word Press, Jive, Event Planning, Microsoft Publisher, Project Management, Management
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2015
Bachelor of Arts, Business Administration, Emphasis in Management and Marketing
Janet Park's Prudential Financial Experience April 2011 - March 2013
Job Manager of Marketplace Operations.
Industry Internet
Experience
Poshmark March 2013 - Present
Prudential Financial April 2011 - March 2013
Skills
Employee Benefits, Deferred Compensation, Benefits Administration, Retirement, Microsoft Office, PowerPoint
Education
University of Central Florida 2007 — 2010
Bachelor of Science (B.S.), Business Administration, Management and Operations
Poshmark March 2013 - Present
Prudential Financial April 2011 - March 2013
Skills
Employee Benefits, Deferred Compensation, Benefits Administration, Retirement, Microsoft Office, PowerPoint
Education
University of Central Florida 2007 — 2010
Bachelor of Science (B.S.), Business Administration, Management and Operations
TJ WOLFE's Prudential Financial Experience February 2015 - Present
Job Manager, Financial Services at Prudential Financial
Industry Financial Services
Experience
Prudential Financial February 2015 - Present
AIG May 2014 - February 2015
AIG Financial Network June 2013 - May 2014
MassMutual Financial Group September 2012 - April 2013
MetLife November 2005 - September 2012
Skills
Helping Others Succeed, Financial Analysis, Retirement Savings, Asset Protection, Personal Finance, Personal Protection, Income Protection, College Savings Plans, Investments, Series 24, Series 7, Series 63, Series 6, Life Insurance, Disability Insurance, Long Term Care Insurance, Series 65, Sales, Training, Variable Annuities, Pensions, Investment Advisory, Wealth Management..., Investment Strategies, 401k Rollovers, High Net Worth..., Roth IRA, Financial Goals, ETFs, Alternative Investments, Employee Benefits, Financial Advisory, Universal Life, Asset Allocation, Whole Life, Wealth Management, Mutual Funds, 401k, IRAs, Term Life Insurance, Long-term Care, Retirement Planning, Fixed Annuities, Securities, Insurance, Retirement, Financial Services, Asset Management, Management
Education
University of Central Oklahoma 1991 — 1998
Bachelor of Arts (B.A.), English
Beggs High School 1987 — 1991
Bachelor of Arts (B.A.)
Prudential Financial February 2015 - Present
AIG May 2014 - February 2015
AIG Financial Network June 2013 - May 2014
MassMutual Financial Group September 2012 - April 2013
MetLife November 2005 - September 2012
Skills
Helping Others Succeed, Financial Analysis, Retirement Savings, Asset Protection, Personal Finance, Personal Protection, Income Protection, College Savings Plans, Investments, Series 24, Series 7, Series 63, Series 6, Life Insurance, Disability Insurance, Long Term Care Insurance, Series 65, Sales, Training, Variable Annuities, Pensions, Investment Advisory, Wealth Management..., Investment Strategies, 401k Rollovers, High Net Worth..., Roth IRA, Financial Goals, ETFs, Alternative Investments, Employee Benefits, Financial Advisory, Universal Life, Asset Allocation, Whole Life, Wealth Management, Mutual Funds, 401k, IRAs, Term Life Insurance, Long-term Care, Retirement Planning, Fixed Annuities, Securities, Insurance, Retirement, Financial Services, Asset Management, Management
Education
University of Central Oklahoma 1991 — 1998
Bachelor of Arts (B.A.), English
Beggs High School 1987 — 1991
Bachelor of Arts (B.A.)
Ralph Redpath Ralph Redpath's Prudential Financial Experience 1997 - 2000
Job Agent at Trout Insurance
Industry Insurance
Experience
Trout Insurance 2010 - Present
VALIC 2000 - 2001
Prudential Financial 1997 - 2000
Skills
Insurance, Property & Casualty...
Education
University of California, Berkeley 1962 — 1967
Bachelor of Arts (B.A.), History
Trout Insurance 2010 - Present
VALIC 2000 - 2001
Prudential Financial 1997 - 2000
Skills
Insurance, Property & Casualty...
Education
University of California, Berkeley 1962 — 1967
Bachelor of Arts (B.A.), History
John W. Wirtz, CLTC John W. Wirtz, CLTC's Prudential Financial Experience March 2002 - August 2006
Job Financial Consultant
Industry Financial Services
Experience
Investment Center at FirstMerit Bank August 2006 - Present
Prudential Financial March 2002 - August 2006
DCI Communications February 1999 - March 2002
Skills
Investments, Financial Planning, Strategic Planning, Management, Wealth Management, Retirement Planning
Education
University of California, Berkeley 1988 — 1993
History, American History, Political Science
Investment Center at FirstMerit Bank August 2006 - Present
Prudential Financial March 2002 - August 2006
DCI Communications February 1999 - March 2002
Skills
Investments, Financial Planning, Strategic Planning, Management, Wealth Management, Retirement Planning
Education
University of California, Berkeley 1988 — 1993
History, American History, Political Science
Susan Sung Han Susan Sung Han's Prudential Financial Experience August 1992 - December 1999
Job Regional Sales Manager at Dickerson Employee Benefits
Industry Insurance
Experience
Dickerson Employment Benefits November 2014 - Present
Solarie Employee Benefits August 2011 - November 2014
Solarie Employee Benefits August 2011 - October 2011
LISI Broker June 2009 - August 2011
Anthem Blue Cross May 2002 - June 2009
Prudential Financial August 1992 - December 1999
Skills
Health Savings Accounts, Health Insurance, Medicare, Insurance, Employee Benefits, HMO, Brokers, Disability Insurance, Underwriting, Managed Care, Health Policy, Dentistry, Term Life Insurance, Long-term Care, Medicare Part D, Workers Compensation, Life Insurance, Claim, COBRA, Self-funded, Healthcare, Benefits Administration
Education
UCLA
HRM Certification, Human Resources Management/Personnel Administration, General
University of California, Los Angeles
BA, Asian Humanities
Dickerson Employment Benefits November 2014 - Present
Solarie Employee Benefits August 2011 - November 2014
Solarie Employee Benefits August 2011 - October 2011
LISI Broker June 2009 - August 2011
Anthem Blue Cross May 2002 - June 2009
Prudential Financial August 1992 - December 1999
Skills
Health Savings Accounts, Health Insurance, Medicare, Insurance, Employee Benefits, HMO, Brokers, Disability Insurance, Underwriting, Managed Care, Health Policy, Dentistry, Term Life Insurance, Long-term Care, Medicare Part D, Workers Compensation, Life Insurance, Claim, COBRA, Self-funded, Healthcare, Benefits Administration
Education
UCLA
HRM Certification, Human Resources Management/Personnel Administration, General
University of California, Los Angeles
BA, Asian Humanities
Melanie Warren Melanie Warren's Prudential Financial Experience 2000 - 2003
Job SOS by Melanie Stage, Organize, Senior Move Management
Industry Design
Experience
IAHSP - Member of International Association of Home Stagers, June 2006 - Present
SOS by Melanie (Stage, Organize and Senior Move Management) January 2006 - Present
SOS by Melanie (Stage, Organize & Senior Move Management) January 2005 - Present
Puyallup Sumner Chamber of Commerce January 2011 - January 2012
Wachovia Securities February 2000 - January 2005
EFHutton, Shearson and Smith Barney 1983 - 2005
Prudential Securities 2000 - 2004
Prudential Financial 2000 - 2003
Smith Barney 1996 - 2000
Skills
Small Business, Customer Service, Marketing, Coaching, Training, Management, Sales, Public Speaking, Leadership, Real Estate, Home Staging, Event Planning, Time Management, Selling, Seniors, Relocation, Advertising, Social Media Marketing, Residential Homes, Marketing Strategy, Account Management, Networking, Team Building, New Business Development, Entrepreneurship, Social Networking, Investments, Property, REO, Negotiation, Condos, Contract Negotiation, Budgets, Strategic Planning, Sales Management, Leadership Development, Online Marketing, Business Development, Fundraising, Social Media, Marketing Communications, Professional Organizing, Email Marketing, Event Management
Education
University of Pennsylvania - The Wharton School 1992 — 1995
University of California, Berkeley
IAHSP - Member of International Association of Home Stagers, June 2006 - Present
SOS by Melanie (Stage, Organize and Senior Move Management) January 2006 - Present
SOS by Melanie (Stage, Organize & Senior Move Management) January 2005 - Present
Puyallup Sumner Chamber of Commerce January 2011 - January 2012
Wachovia Securities February 2000 - January 2005
EFHutton, Shearson and Smith Barney 1983 - 2005
Prudential Securities 2000 - 2004
Prudential Financial 2000 - 2003
Smith Barney 1996 - 2000
Skills
Small Business, Customer Service, Marketing, Coaching, Training, Management, Sales, Public Speaking, Leadership, Real Estate, Home Staging, Event Planning, Time Management, Selling, Seniors, Relocation, Advertising, Social Media Marketing, Residential Homes, Marketing Strategy, Account Management, Networking, Team Building, New Business Development, Entrepreneurship, Social Networking, Investments, Property, REO, Negotiation, Condos, Contract Negotiation, Budgets, Strategic Planning, Sales Management, Leadership Development, Online Marketing, Business Development, Fundraising, Social Media, Marketing Communications, Professional Organizing, Email Marketing, Event Management
Education
University of Pennsylvania - The Wharton School 1992 — 1995
University of California, Berkeley
Alex Matthes, CCIM Alex Matthes, CCIM's Prudential Financial Experience January 1981 - January 1998
Job RE/MAX MASTERS Alex Matthes Real Estate Consultant
Industry Real Estate
Experience
RE/MAX MASTERS October 1998 - Present
RE/MAX Commercial June 1998 - Present
Prudential Financial January 1981 - January 1998
Skills
Real Estate, Short Sales, Selling, Investments, Sales, New Home Sales, New Homes, Income Properties, FHA, Property, Investment Properties, Customer Service, Residential Homes, REO, Real Estate Development, Single Family Homes, Real Estate Transactions, Listings, Buyer Representation, First Time Home Buyers, Referrals, Townhomes, Foreclosures, ABR, Council of Residential..., Sellers, SFR, Buyers, Investors, Commercial Real Estate, Real Property, HUD, Relocation, 1031 Exchanges, Vacation Homes, Move Up Buyers, Relocation Buyers, Luxury, Condos, Celebrations, Seniors, Birthday Celebrations, Anniversaries, Seller Representation, e-PRO
Education
CCIM Institute 2004 — 2010
Commercial Real Estate Masters Degree, Commercial Real Estate
Graduate of the Distressed Property Institute 2009 — 2009
CDPE, DISTRESSED PROPERTIES
University of California, San Diego 1978 — 1981
Bachelor of Science (BS), Biology
RE/MAX MASTERS October 1998 - Present
RE/MAX Commercial June 1998 - Present
Prudential Financial January 1981 - January 1998
Skills
Real Estate, Short Sales, Selling, Investments, Sales, New Home Sales, New Homes, Income Properties, FHA, Property, Investment Properties, Customer Service, Residential Homes, REO, Real Estate Development, Single Family Homes, Real Estate Transactions, Listings, Buyer Representation, First Time Home Buyers, Referrals, Townhomes, Foreclosures, ABR, Council of Residential..., Sellers, SFR, Buyers, Investors, Commercial Real Estate, Real Property, HUD, Relocation, 1031 Exchanges, Vacation Homes, Move Up Buyers, Relocation Buyers, Luxury, Condos, Celebrations, Seniors, Birthday Celebrations, Anniversaries, Seller Representation, e-PRO
Education
CCIM Institute 2004 — 2010
Commercial Real Estate Masters Degree, Commercial Real Estate
Graduate of the Distressed Property Institute 2009 — 2009
CDPE, DISTRESSED PROPERTIES
University of California, San Diego 1978 — 1981
Bachelor of Science (BS), Biology
Sagar Vora Sagar Vora's Prudential Financial Experience June 2013 - August 2013
Job Investment Banking Analyst at Macquarie Group
Industry Investment Banking
Experience
Macquarie Capital July 2014 - Present
Prudential Financial June 2013 - August 2013
Symphony Asset Managemet January 2013 - May 2013
Travelers June 2012 - August 2012
University of California, Berkeley, Haas School of Business November 2010 - June 2011
UCLA June 2010 - August 2010
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree
Hollywood Senior High School 2008 — 2010
School for Advanced Studies (S.A.S.)
Macquarie Capital July 2014 - Present
Prudential Financial June 2013 - August 2013
Symphony Asset Managemet January 2013 - May 2013
Travelers June 2012 - August 2012
University of California, Berkeley, Haas School of Business November 2010 - June 2011
UCLA June 2010 - August 2010
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree
Hollywood Senior High School 2008 — 2010
School for Advanced Studies (S.A.S.)
Richard Meade's Prudential Financial Experience January 2001 - Present
Job VP, Chief Legal Officer International at Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2001 - Present
The Prudential Insurance Company of America 1998 - 2001
The Prudential Insurance Company of America 1988 - 1998
The Prudential Insurance Company of America 1985 - 1988
Simpson Thacher & Bartlett LLP 1981 - 1985
US District Court, Northern District of California 1980 - 1981
Simpson Thacher & Bartlett LLP 1978 - 1980
Skills
Securities, Litigation, Insurance, Mutual Funds, Financial Services, Due Diligence, Series 7, Corporate Law, Commercial Litigation, Civil Litigation, Corporate Governance, Risk Management, Mediation, Legal Research, Legal Writing, Mergers & Acquisitions
Education
Univeristy of California, Boalt Hall School of Law 1975 — 1978
J.D.
University of California, Davis 1971 — 1975
Bachelor of Arts (B.A.), Psychology
Prudential Financial January 2001 - Present
The Prudential Insurance Company of America 1998 - 2001
The Prudential Insurance Company of America 1988 - 1998
The Prudential Insurance Company of America 1985 - 1988
Simpson Thacher & Bartlett LLP 1981 - 1985
US District Court, Northern District of California 1980 - 1981
Simpson Thacher & Bartlett LLP 1978 - 1980
Skills
Securities, Litigation, Insurance, Mutual Funds, Financial Services, Due Diligence, Series 7, Corporate Law, Commercial Litigation, Civil Litigation, Corporate Governance, Risk Management, Mediation, Legal Research, Legal Writing, Mergers & Acquisitions
Education
Univeristy of California, Boalt Hall School of Law 1975 — 1978
J.D.
University of California, Davis 1971 — 1975
Bachelor of Arts (B.A.), Psychology
david bender david bender's Prudential Financial Experience May 1994 - June 2002
Job senior vicepresident, managing director, u.s. private client group at StockCross
Industry Financial Services
Experience
StockCross July 2010 - Present
Moors & Cabot August 2002 - October 2009
Prudential Financial May 1994 - June 2002
Skills
Yoga, Basketball, Ski, Golf, Tennis, Piano, Chess, Asset Management, Bonds, ETFs, Equities, Finance, High Net Worth..., Investments, Management, Marketing, Marketing Strategy, Municipal Bonds, Portfolio Management, Social Media, Wealth Management
Education
UCLA 1973 — 1977
Bachelor of Arts (B.A.), Political Science and sociology
StockCross July 2010 - Present
Moors & Cabot August 2002 - October 2009
Prudential Financial May 1994 - June 2002
Skills
Yoga, Basketball, Ski, Golf, Tennis, Piano, Chess, Asset Management, Bonds, ETFs, Equities, Finance, High Net Worth..., Investments, Management, Marketing, Marketing Strategy, Municipal Bonds, Portfolio Management, Social Media, Wealth Management
Education
UCLA 1973 — 1977
Bachelor of Arts (B.A.), Political Science and sociology
Adam Kirby, CFP®'s Prudential Financial Experience August 2000 - January 2005
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2011 - Present
Morgan Keegan & Co. February 2005 - October 2011
Prudential Financial August 2000 - January 2005
Skills
401k Rollovers, Investments, Financial Services, Retirement Planning, Asset Allocation, Business Owner Planning, Business Succession..., Estate Investment..., Financial Advisory, Fixed Income Strategies, Insurance, Investment Planning, Multi-generational..., Retirement Plan..., Stock Analysis, Tax-Efficient Strategies, Wealth Preservation..., Finance, Mutual Funds
Education
University of Central Florida 1995 — 1999
Bachelor of Science (B.S.), Finance
Wells Fargo Advisors, LLC October 2011 - Present
Morgan Keegan & Co. February 2005 - October 2011
Prudential Financial August 2000 - January 2005
Skills
401k Rollovers, Investments, Financial Services, Retirement Planning, Asset Allocation, Business Owner Planning, Business Succession..., Estate Investment..., Financial Advisory, Fixed Income Strategies, Insurance, Investment Planning, Multi-generational..., Retirement Plan..., Stock Analysis, Tax-Efficient Strategies, Wealth Preservation..., Finance, Mutual Funds
Education
University of Central Florida 1995 — 1999
Bachelor of Science (B.S.), Finance
Yawen Zhou Yawen Zhou's Prudential Financial Experience September 2014 - Present
Job Data Analytics Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2014 - Present
JPMorgan Chase May 2013 - September 2014
JPMorgan Chase October 2007 - April 2013
JPMorgan Chase April 2006 - October 2007
Sodexo January 2005 - April 2006
Skills
SAS, Credit Risk, Quantitative Analytics, Risk Management, Data Mining, Statistics, Statistical Modeling, Decision Trees, Logistic Regression, Fraud Detection, Unix, Enterprise Miner, R, Hadoop, Hive, Text Mining, Tableau, Analytics, Portfolio Management
Education
University of Central Florida
Master of Science (MS), Statistics
Prudential Financial September 2014 - Present
JPMorgan Chase May 2013 - September 2014
JPMorgan Chase October 2007 - April 2013
JPMorgan Chase April 2006 - October 2007
Sodexo January 2005 - April 2006
Skills
SAS, Credit Risk, Quantitative Analytics, Risk Management, Data Mining, Statistics, Statistical Modeling, Decision Trees, Logistic Regression, Fraud Detection, Unix, Enterprise Miner, R, Hadoop, Hive, Text Mining, Tableau, Analytics, Portfolio Management
Education
University of Central Florida
Master of Science (MS), Statistics
Rosalind (Rose) Hoang Rosalind (Rose) Hoang's Prudential Financial Experience March 2014 - April 2015
Job Project Management Associate, Global Finance at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Prudential Financial March 2014 - April 2015
QTX Systems January 2013 - December 2013
Incapture Technologies March 2012 - October 2012
Keynoir June 2010 - August 2010
County of San Mateo October 2006 - August 2009
County of San Mateo March 2003 - September 2006
County of San Mateo October 2002 - February 2003
Skills
Project Management, Process Improvement, Data Analysis, Policy, Microsoft Excel, Business Development, Microsoft Office, Case Managment, Auditing, Nonprofits, Financial Analysis, Case Management, PowerPoint, Non-profits, Microsoft Visio, HTML 5, CSS3, JavaScript, Visual Studio, CouchDB
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
Bachelor of Science, Business
Universiteit Utrecht 2011 — 2011
UC Education Abroad Program: Business & Economics
JPMorgan Chase & Co. May 2015 - Present
Prudential Financial March 2014 - April 2015
QTX Systems January 2013 - December 2013
Incapture Technologies March 2012 - October 2012
Keynoir June 2010 - August 2010
County of San Mateo October 2006 - August 2009
County of San Mateo March 2003 - September 2006
County of San Mateo October 2002 - February 2003
Skills
Project Management, Process Improvement, Data Analysis, Policy, Microsoft Excel, Business Development, Microsoft Office, Case Managment, Auditing, Nonprofits, Financial Analysis, Case Management, PowerPoint, Non-profits, Microsoft Visio, HTML 5, CSS3, JavaScript, Visual Studio, CouchDB
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
Bachelor of Science, Business
Universiteit Utrecht 2011 — 2011
UC Education Abroad Program: Business & Economics
Sandra Park Sandra Park's Prudential Financial Experience June 2010 - March 2011
Job Credit Analyst at The Walt Disney Company
Industry Banking
Experience
The Walt Disney Company September 2013 - Present
Wilshire State Bank March 2011 - September 2013
Prudential Financial June 2010 - March 2011
Skills
Credit Analysis, Credit, Commercial Lending, Commercial Banking, Loans, Credit Risk, Small Business Lending, Banking, Portfolio Management, Financial Risk, Underwriting, Retail Banking, Financial Analysis, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Loan Origination, Financial Modeling, Consumer Lending, Asset Based Lending
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2006 — 2010
Bachelor of Science (B.S.), Financial Economics
The Walt Disney Company September 2013 - Present
Wilshire State Bank March 2011 - September 2013
Prudential Financial June 2010 - March 2011
Skills
Credit Analysis, Credit, Commercial Lending, Commercial Banking, Loans, Credit Risk, Small Business Lending, Banking, Portfolio Management, Financial Risk, Underwriting, Retail Banking, Financial Analysis, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Loan Origination, Financial Modeling, Consumer Lending, Asset Based Lending
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2006 — 2010
Bachelor of Science (B.S.), Financial Economics
Mitra Forsberg Mitra Forsberg's Prudential Financial Experience March 1992 - August 1994
Job Vice President of Human Resources at Caesarstone US
Industry Wholesale
Experience
Caesarstone US December 2013 - Present
Caesarstone US October 2013 - December 2013
various 2009 - October 2013
Maxfield Enterprises September 2007 - May 2009
AkzoNobel March 2002 - December 2006
Toyota Motor Sales, USA July 1999 - November 2001
Caliber Collision Centers August 1994 - June 1997
Prudential Financial March 1992 - August 1994
Ernst & Young March 1988 - February 1992
Skills
Recruiting, Social Media, Research, Employee Relations, Human Resources, Leadership, Coaching, Organizational..., Strategic Planning, Management, Training, Management Consulting, Process Improvement, Team Building, Talent Acquisition
Education
CSULB 1997 — 1999
Bachelor of Arts (B.A.), Economics and Journalism, 3.95
LaFollette High School
University of California, Los Angeles
PHR Certification, Human Resources Management/Personnel Administration, General
Caesarstone US December 2013 - Present
Caesarstone US October 2013 - December 2013
various 2009 - October 2013
Maxfield Enterprises September 2007 - May 2009
AkzoNobel March 2002 - December 2006
Toyota Motor Sales, USA July 1999 - November 2001
Caliber Collision Centers August 1994 - June 1997
Prudential Financial March 1992 - August 1994
Ernst & Young March 1988 - February 1992
Skills
Recruiting, Social Media, Research, Employee Relations, Human Resources, Leadership, Coaching, Organizational..., Strategic Planning, Management, Training, Management Consulting, Process Improvement, Team Building, Talent Acquisition
Education
CSULB 1997 — 1999
Bachelor of Arts (B.A.), Economics and Journalism, 3.95
LaFollette High School
University of California, Los Angeles
PHR Certification, Human Resources Management/Personnel Administration, General
Dorothy Rappoport, CPCU, ARM Dorothy Rappoport, CPCU, ARM's Prudential Financial Experience May 1999 - May 2003
Job Sr. Consultant at The ALS Group
Industry Insurance
Experience
The ALS Group June 2015 - Present
True & Associates November 2013 - June 2015
Self Employed November 2012 - November 2013
TE Freuler Agency, Inc. August 2008 - February 2011
The Rice Agency February 2008 - June 2008
The NIA Group, LLC January 2004 - March 2007
Prudential Financial May 1999 - May 2003
Farmers Insurance Group April 1986 - July 1999
Farmers Insurance July 1996 - April 1999
Mercury Insurance Group August 1984 - April 1986
Skills
Property & Casualty..., Field Underwriting, Office Underwriting, Commercial Lines..., General Liability, Professional Liability, Products Liability, Workers Compensation, Umbrella Insurance, Property, Complex and Hard to..., Clear Communications, Personal Lines, Negotiation, Team Leadership, Organizational Planning, Close Attention to..., Project Management, Online Research, Deadline Driven, Presentations, Networking, Microsoft Office, Business Writing, Legal Liability, Underwriting
Education
University of California, Irvine 1982 — 1984
Bachelor of Arts, Fine Arts
The ALS Group June 2015 - Present
True & Associates November 2013 - June 2015
Self Employed November 2012 - November 2013
TE Freuler Agency, Inc. August 2008 - February 2011
The Rice Agency February 2008 - June 2008
The NIA Group, LLC January 2004 - March 2007
Prudential Financial May 1999 - May 2003
Farmers Insurance Group April 1986 - July 1999
Farmers Insurance July 1996 - April 1999
Mercury Insurance Group August 1984 - April 1986
Skills
Property & Casualty..., Field Underwriting, Office Underwriting, Commercial Lines..., General Liability, Professional Liability, Products Liability, Workers Compensation, Umbrella Insurance, Property, Complex and Hard to..., Clear Communications, Personal Lines, Negotiation, Team Leadership, Organizational Planning, Close Attention to..., Project Management, Online Research, Deadline Driven, Presentations, Networking, Microsoft Office, Business Writing, Legal Liability, Underwriting
Education
University of California, Irvine 1982 — 1984
Bachelor of Arts, Fine Arts
Jennifer Reeves Jennifer Reeves's Prudential Financial Experience June 2012 - August 2012
Job
Industry Law Practice
Experience
Schoenberg Family Law Group January 2014 - June 2014
Unified Family Court, The Honorable Linda Colfax, Dept. 404 August 2013 - December 2013
City and County of San Francisco June 2013 - August 2013
California Attorney General, Antitrust Division January 2013 - April 2013
Prudential Financial June 2012 - August 2012
Celerity Consulting Group, Inc July 2009 - June 2011
Daily Bruin, UCLA October 2005 - December 2008
Skills
Fluent Mandarin Chinese, Intermediate Spanish
Education
University of California, Hastings College of the Law 2011 — 2014
Doctor of Law (J.D.), Family Law, 3L
University of California, Los Angeles 2005 — 2009
BA, English, Communication Studies
Schoenberg Family Law Group January 2014 - June 2014
Unified Family Court, The Honorable Linda Colfax, Dept. 404 August 2013 - December 2013
City and County of San Francisco June 2013 - August 2013
California Attorney General, Antitrust Division January 2013 - April 2013
Prudential Financial June 2012 - August 2012
Celerity Consulting Group, Inc July 2009 - June 2011
Daily Bruin, UCLA October 2005 - December 2008
Skills
Fluent Mandarin Chinese, Intermediate Spanish
Education
University of California, Hastings College of the Law 2011 — 2014
Doctor of Law (J.D.), Family Law, 3L
University of California, Los Angeles 2005 — 2009
BA, English, Communication Studies
Jenn McCown, MBA Jenn McCown, MBA's Prudential Financial Experience July 2008 - April 2009
Job Math Instructor
Industry E-Learning
Experience
Connections Academy November 2012 - Present
Orange County Public Schools August 2009 - November 2012
Florida Virtual School May 2012 - August 2012
Frank Gay Plumbing May 2009 - August 2009
Prudential Financial July 2008 - April 2009
Orange County Public Schools August 2003 - July 2008
Instant Tax Service January 2002 - April 2003
Southwest Business Associates January 1999 - April 2000
U.S. Army June 1994 - January 1997
Skills
Microsoft Publisher, Outlook, Training, Microsoft Excel, Microsoft Office, Microsoft Outlook, Customer-focused Service, Client-oriented, Multi-tasked, Team-oriented, Communication, Recruiting, Teaching, Virtual Teams, Instructional Design, Lesson Planning, Public Speaking, Management, Leadership
Education
University of Florida 2008 — 2009
Master, Business Administration
University of Central Florida 2000 — 2002
Bachelor of Science, Business Administration
Connections Academy November 2012 - Present
Orange County Public Schools August 2009 - November 2012
Florida Virtual School May 2012 - August 2012
Frank Gay Plumbing May 2009 - August 2009
Prudential Financial July 2008 - April 2009
Orange County Public Schools August 2003 - July 2008
Instant Tax Service January 2002 - April 2003
Southwest Business Associates January 1999 - April 2000
U.S. Army June 1994 - January 1997
Skills
Microsoft Publisher, Outlook, Training, Microsoft Excel, Microsoft Office, Microsoft Outlook, Customer-focused Service, Client-oriented, Multi-tasked, Team-oriented, Communication, Recruiting, Teaching, Virtual Teams, Instructional Design, Lesson Planning, Public Speaking, Management, Leadership
Education
University of Florida 2008 — 2009
Master, Business Administration
University of Central Florida 2000 — 2002
Bachelor of Science, Business Administration
Omar Isa Ortiz Omar Isa Ortiz's Prudential Financial Experience September 2010 - May 2011
Job Senior Business Systems Analyst at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance November 2013 - July 2015
Liberty Mutual Insurance July 2012 - November 2013
Technology Business Research January 2012 - May 2012
Prudential Financial September 2010 - May 2011
Student Government Association October 2008 - May 2010
UBS Financial Services Inc October 2009 - December 2009
Skills
Strategic Planning, Financial Statement..., Access, Microsoft Excel, Market Analysis, Valuation, Market Research, Financial Analysis, Financial Modeling, Leadership, Process Improvement, Business Analysis, Analysis, Microsoft Office, Insurance, Data Analysis, Visio
Education
The Institutes 2012 — 2013
Associate in Claims (AIC)
University of New Hampshire - Whittemore School of Business and Economics 2011 — 2012
Master, Business Administration
University of Bridgeport 2006 — 2010
B.S., Accounting
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance November 2013 - July 2015
Liberty Mutual Insurance July 2012 - November 2013
Technology Business Research January 2012 - May 2012
Prudential Financial September 2010 - May 2011
Student Government Association October 2008 - May 2010
UBS Financial Services Inc October 2009 - December 2009
Skills
Strategic Planning, Financial Statement..., Access, Microsoft Excel, Market Analysis, Valuation, Market Research, Financial Analysis, Financial Modeling, Leadership, Process Improvement, Business Analysis, Analysis, Microsoft Office, Insurance, Data Analysis, Visio
Education
The Institutes 2012 — 2013
Associate in Claims (AIC)
University of New Hampshire - Whittemore School of Business and Economics 2011 — 2012
Master, Business Administration
University of Bridgeport 2006 — 2010
B.S., Accounting
Ruth Marquez Ruth Marquez's Prudential Financial Experience April 1996 - September 2000
Job Retirement Specialist CRC at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial February 2001 - Present
Nationwide Financial February 2001 - Present
Prudential Financial April 1996 - September 2000
Skills
Retirement Planning, Annuities, Mutual Funds, Retirement, Series 63, Insurance, Asset Allocation, 401k, IRA's, FINRA Series 6, Retirement Income..., Pensions, Series 66, Series 6, 457 Plans, FINRA
Education
University of California, Irvine 2002 — 2004
Personal Financial Planning
Marymount
Nationwide Financial February 2001 - Present
Nationwide Financial February 2001 - Present
Prudential Financial April 1996 - September 2000
Skills
Retirement Planning, Annuities, Mutual Funds, Retirement, Series 63, Insurance, Asset Allocation, 401k, IRA's, FINRA Series 6, Retirement Income..., Pensions, Series 66, Series 6, 457 Plans, FINRA
Education
University of California, Irvine 2002 — 2004
Personal Financial Planning
Marymount
Alex Liu, CFA Alex Liu, CFA's Prudential Financial Experience August 2001 - March 2002
Job Sr. Analyst, Investments at Athene Asset Management
Industry Investment Management
Experience
Athene Asset Management April 2014 - Present
KPMG October 2010 - April 2014
Countrywide Securities Corporation April 2007 - April 2008
Mellon Financial October 2003 - March 2007
TEAC America July 2002 - September 2003
Prudential Financial August 2001 - March 2002
Skills
Bloomberg, Financial Analysis, Financial Modeling, Valuation, Fixed Income, Investments, Portfolio Management, Microsoft Excel, Risk Management, Equities, Capital Markets, Accounting, Intex Desktop, Analysis, Due Diligence, Finance, Financial Risk, Structured Finance
Education
University of California, Riverside 1997 — 2001
Bachelor of Science, Business Administration; Finance/Accounting
Athene Asset Management April 2014 - Present
KPMG October 2010 - April 2014
Countrywide Securities Corporation April 2007 - April 2008
Mellon Financial October 2003 - March 2007
TEAC America July 2002 - September 2003
Prudential Financial August 2001 - March 2002
Skills
Bloomberg, Financial Analysis, Financial Modeling, Valuation, Fixed Income, Investments, Portfolio Management, Microsoft Excel, Risk Management, Equities, Capital Markets, Accounting, Intex Desktop, Analysis, Due Diligence, Finance, Financial Risk, Structured Finance
Education
University of California, Riverside 1997 — 2001
Bachelor of Science, Business Administration; Finance/Accounting
Donna Palm Donna Palm's Prudential Financial Experience September 2012 - Present
Job Financial Planner and Wealth Manager at PruCo Securities LLC
Industry Financial Services
Experience
Prudential Financial September 2012 - Present
Word & Brown October 2010 - Present
Senior Financial Services June 2008 - September 2012
Ameriprise Financial Services, Inc. March 1996 - March 2006
CTK 1980 - 2004
UCSD 1982 - 1996
Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Long-term Care, Financial Advisory, Wealth, IRAs, Financial Planning, Financial Analysis, Life Insurance, Disability Insurance, Investment Advisory, Series 65, Estate Planning, Personal Finance, Equity Indexed Annuities, Financial Planners, Highest Daily Lifetime..., Fixed and Variable..., Licensed Life & Health..., Series 63, Finance, Asset Management, Retirement, Public Speaking, Asset Allocation, Financial Services, Fixed Annuities
Education
University of California, San Diego 1972 — 1975
BA
Financial Planning at Ameriprise 1996 1996 — 2006
Certified, Financial Planning and Services
Financial Planning Prudential 2014
Jerusalem Center for Biblical Studies & Archeology 1982 — 1983
Biblical archeology
Prudential Financial September 2012 - Present
Word & Brown October 2010 - Present
Senior Financial Services June 2008 - September 2012
Ameriprise Financial Services, Inc. March 1996 - March 2006
CTK 1980 - 2004
UCSD 1982 - 1996
Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Long-term Care, Financial Advisory, Wealth, IRAs, Financial Planning, Financial Analysis, Life Insurance, Disability Insurance, Investment Advisory, Series 65, Estate Planning, Personal Finance, Equity Indexed Annuities, Financial Planners, Highest Daily Lifetime..., Fixed and Variable..., Licensed Life & Health..., Series 63, Finance, Asset Management, Retirement, Public Speaking, Asset Allocation, Financial Services, Fixed Annuities
Education
University of California, San Diego 1972 — 1975
BA
Financial Planning at Ameriprise 1996 1996 — 2006
Certified, Financial Planning and Services
Financial Planning Prudential 2014
Jerusalem Center for Biblical Studies & Archeology 1982 — 1983
Biblical archeology
Franco Mortarotti Franco Mortarotti's Prudential Financial Experience 1986 - 1987
Job FDIC DRR Asset Management
Industry Banking
Experience
FDIC August 2009 - Present
Zermatt Capital Management October 1993 - August 2009
A.G. Matthews & Co. 1987 - 1993
Prudential Financial 1986 - 1987
Merrill Lynch 1984 - 1986
Skills
Loans, Portfolio Management, Commercial Banking, Investment Banking, Investment Advisory, Risk Management, Disposition, Commercial Litigation, Commercial Real Estate, SFR, Basel II, Global Strategy, International Banking..., Credit, Investments, Asset Management, Mortgage Lending, Due Diligence, Finance, Financial Institutions, Mortgage Banking, Banking, Loan Origination, Financial Analysis, Securities, Consumer Lending, Credit Analysis, Commercial Lending, Credit Risk, Financial Services, Financial Modeling, Financial Structuring, Structured Finance, Valuation, Financial Risk, Operational Risk, Funding, Fixed Income, Capital Markets, Cash Management, Equities, Corporate Finance, Executive Management, Private Equity, Mergers & Acquisitions, Hedge Funds, Restructuring, Derivatives, Real Estate Financing
Education
UCLA
UMass Boston
BHHS
Ecole des Roche, Switzerland
FDIC August 2009 - Present
Zermatt Capital Management October 1993 - August 2009
A.G. Matthews & Co. 1987 - 1993
Prudential Financial 1986 - 1987
Merrill Lynch 1984 - 1986
Skills
Loans, Portfolio Management, Commercial Banking, Investment Banking, Investment Advisory, Risk Management, Disposition, Commercial Litigation, Commercial Real Estate, SFR, Basel II, Global Strategy, International Banking..., Credit, Investments, Asset Management, Mortgage Lending, Due Diligence, Finance, Financial Institutions, Mortgage Banking, Banking, Loan Origination, Financial Analysis, Securities, Consumer Lending, Credit Analysis, Commercial Lending, Credit Risk, Financial Services, Financial Modeling, Financial Structuring, Structured Finance, Valuation, Financial Risk, Operational Risk, Funding, Fixed Income, Capital Markets, Cash Management, Equities, Corporate Finance, Executive Management, Private Equity, Mergers & Acquisitions, Hedge Funds, Restructuring, Derivatives, Real Estate Financing
Education
UCLA
UMass Boston
BHHS
Ecole des Roche, Switzerland
Don Dvorak's Prudential Financial Experience October 1991 - April 1996
Job Rancho Santa Fe Insurance
Industry Insurance
Experience
Rancho Santa Fe Insurance March 2000 - Present
O'Riordan & Associates January 1998 - July 2000
Sandworld International January 1997 - January 1998
Prudential Financial October 1991 - April 1996
Skills
Employee Benefits, Brokers, Underwriting, Insurance, Event Planning, Team Building, Customer Service, Health Insurance, Real Estate, Property & Casualty..., Disability Insurance, Selling, Marketing, Strategic Planning, Life Insurance, New Business Development, Fixed Annuities
Education
University of California, San Diego 1985 — 1989
BA, Communications
University of California, San Diego 1984 — 1989
Bachelors
Rancho Santa Fe Insurance March 2000 - Present
O'Riordan & Associates January 1998 - July 2000
Sandworld International January 1997 - January 1998
Prudential Financial October 1991 - April 1996
Skills
Employee Benefits, Brokers, Underwriting, Insurance, Event Planning, Team Building, Customer Service, Health Insurance, Real Estate, Property & Casualty..., Disability Insurance, Selling, Marketing, Strategic Planning, Life Insurance, New Business Development, Fixed Annuities
Education
University of California, San Diego 1985 — 1989
BA, Communications
University of California, San Diego 1984 — 1989
Bachelors
Christopher Franke Christopher Franke's Prudential Financial Experience May 1997 - April 2001
Job Managing DirectorInvestments, Senior Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Ahern-Franke Group at Wells Fargo Advisors December 2014 - Present
UBS Financial Services, Inc. October 2008 - December 2014
Smith Barney April 2001 - October 2008
Prudential Financial May 1997 - April 2001
Skills
Wealth Preservation..., Asset Preservation..., Wealth Accumulation..., Estate Investment..., Multi Generation Wealth..., Liability Analysis, Business Succession, Charitable Gift Planning, Philanthropy, Alternative Investments, Asset Management, Business Development, Equities, Estate Planning, Finance, Financial Advisory, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Series 7, Wealth Management
Education
University of California, San Diego 1992 — 1996
B.S. Management Sciences and B.A. Political Science
The Ahern-Franke Group at Wells Fargo Advisors December 2014 - Present
UBS Financial Services, Inc. October 2008 - December 2014
Smith Barney April 2001 - October 2008
Prudential Financial May 1997 - April 2001
Skills
Wealth Preservation..., Asset Preservation..., Wealth Accumulation..., Estate Investment..., Multi Generation Wealth..., Liability Analysis, Business Succession, Charitable Gift Planning, Philanthropy, Alternative Investments, Asset Management, Business Development, Equities, Estate Planning, Finance, Financial Advisory, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Series 7, Wealth Management
Education
University of California, San Diego 1992 — 1996
B.S. Management Sciences and B.A. Political Science
Barry Stern Barry Stern's Prudential Financial Experience February 1989 - May 1995
Job Wealth Management Strategies at Raymond James/Creating a Reliable Income Stream Now and In Retirement/"Living the Dream"
Industry Financial Services
Experience
UBS Financial Services May 2006 - June 2014
Morgan Stanley May 1995 - May 2006
Prudential Financial February 1989 - May 1995
Merrill Lynch October 1983 - February 1989
Skills
Wealth Management..., Wealth Preservation..., Financial Planning, Retirement Planning, Investment Advisory, Investment Strategies, Stock Market, Equities, Fixed Income, Strategic Planning, Marketing Strategy, Marketing, Multi-generational..., Variable Annuities, Long Term Care Insurance, College Education..., Cash Flow Management, Negotiation, Sales, Series 7, Series 63, Series 65, Series 31, Series 9, series 10, 529 Plans, Roth IRA, SEP IRA, 401k Rollovers, Portfolio Management, In-Kind 401(k) Service..., Investments, Management, Finance
Education
University of California, Berkeley 1973 — 1975
Bachelor's Degree
University of California, San Diego 1971 — 1973
UBS Financial Services May 2006 - June 2014
Morgan Stanley May 1995 - May 2006
Prudential Financial February 1989 - May 1995
Merrill Lynch October 1983 - February 1989
Skills
Wealth Management..., Wealth Preservation..., Financial Planning, Retirement Planning, Investment Advisory, Investment Strategies, Stock Market, Equities, Fixed Income, Strategic Planning, Marketing Strategy, Marketing, Multi-generational..., Variable Annuities, Long Term Care Insurance, College Education..., Cash Flow Management, Negotiation, Sales, Series 7, Series 63, Series 65, Series 31, Series 9, series 10, 529 Plans, Roth IRA, SEP IRA, 401k Rollovers, Portfolio Management, In-Kind 401(k) Service..., Investments, Management, Finance
Education
University of California, Berkeley 1973 — 1975
Bachelor's Degree
University of California, San Diego 1971 — 1973
Gene Pak Gene Pak's Prudential Financial Experience February 2001 - November 2002
Job Senior Vice President & Marketing Manager / SBA & Commercial Loans at Wilshire Bank
Industry Banking
Experience
Wilshire Bank October 2010 - Present
WarrenMarcus, Inc. December 2004 - October 2010
Marcus & Millichap November 2002 - December 2004
Prudential Financial February 2001 - November 2002
Morgan Stanley December 1998 - February 2001
Paine Webber June 1995 - December 1998
Mony Mutual Of New York June 1993 - May 1995
Skills
Investment Properties, Real Estate, Real Estate Transactions, Marketing, Sales, Investors, New Business Development, Real Estate Economics, Financial Analysis, Loans, Strategic Planning, Portfolio Management, Commercial Real Estate, Finance, Banking, Property Management, Mortgage Lending, Marketing Strategy
Education
University of California, Los Angeles 1989 — 1991
Bachelor’s Degree, Business/Managerial Economics
Wilshire Bank October 2010 - Present
WarrenMarcus, Inc. December 2004 - October 2010
Marcus & Millichap November 2002 - December 2004
Prudential Financial February 2001 - November 2002
Morgan Stanley December 1998 - February 2001
Paine Webber June 1995 - December 1998
Mony Mutual Of New York June 1993 - May 1995
Skills
Investment Properties, Real Estate, Real Estate Transactions, Marketing, Sales, Investors, New Business Development, Real Estate Economics, Financial Analysis, Loans, Strategic Planning, Portfolio Management, Commercial Real Estate, Finance, Banking, Property Management, Mortgage Lending, Marketing Strategy
Education
University of California, Los Angeles 1989 — 1991
Bachelor’s Degree, Business/Managerial Economics
Chris Forno Chris Forno's Prudential Financial Experience April 1989 - April 2003
Job Treasury Professional with Extensive Experience in Funding, Liquidity, and Balance Sheet Management
Industry Banking
Experience
Doral Financial 2013 - 2015
American Express April 2009 - March 2013
American Express August 2005 - April 2009
SunGard 2003 - 2005
Prudential Financial April 1989 - April 2003
Skills
Capital Markets, Portfolio Management, Banking, Treasury Management, Investments, Risk Management, Cash Management, Financial Risk, Treasury, Fixed Income, Finance, Credit, Asset Management, Funding, Liquidity Management, Operational Risk..., Money Market, Relationship Management, Financial Analysis, Strategic Vision, ALM, Team Building, Financial Services, Management, Investor Relations, Retail Banking, Regulations, Asset Managment, Deposits, Investor Development
Education
University of Bridgeport 1984 — 1988
BS, Finance & Banking
Doral Financial 2013 - 2015
American Express April 2009 - March 2013
American Express August 2005 - April 2009
SunGard 2003 - 2005
Prudential Financial April 1989 - April 2003
Skills
Capital Markets, Portfolio Management, Banking, Treasury Management, Investments, Risk Management, Cash Management, Financial Risk, Treasury, Fixed Income, Finance, Credit, Asset Management, Funding, Liquidity Management, Operational Risk..., Money Market, Relationship Management, Financial Analysis, Strategic Vision, ALM, Team Building, Financial Services, Management, Investor Relations, Retail Banking, Regulations, Asset Managment, Deposits, Investor Development
Education
University of Bridgeport 1984 — 1988
BS, Finance & Banking
Paul Quick's Prudential Financial Experience 2013 - 2015
Job Principal Examiner at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
J.P. Morgan January 2015 - Present
Prudential Financial 2013 - 2015
Morgan Stanley Smith Barney June 2006 - December 2013
Citicorp Investment Services (Citigroup) July 1997 - June 2006
Skills
FINRA, Financial Services, Securities, Financial Risk, Legal Research, Management, Corporate Law, KYC, Mutual Funds, Litigation, Alternative Investments, Risk Management, Compliance, Securities Regulation, Financial Markets, Capital Markets, Risk Assessment, Financial Advisory, Equities, Equity Trading, Policy, Operational Risk..., Wealth Management, Financial Regulation, Prime Brokerage, Fixed Income, Operational Risk, Private Equity, Private Banking, Bonds, Asset Allocation, Fiduciary Services, Fraud, Investment Advisory, Due Diligence, Investments, Investment Management, Options, Regulatory Submissions, Portfolio Management, Asset Management, Corporate Governance, Investment Banking, Structured Products, Wealth Management..., Anti Money Laundering
Education
New York School of Finance 1997 — 1998
Certificate of Completion, Securities
West Los Angeles School of Law 1985 — 1986
Paralegal Certification, Litigation Specialist
University of California, Riverside 1980 — 1984
B.S., Business Administration
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
J.P. Morgan January 2015 - Present
Prudential Financial 2013 - 2015
Morgan Stanley Smith Barney June 2006 - December 2013
Citicorp Investment Services (Citigroup) July 1997 - June 2006
Skills
FINRA, Financial Services, Securities, Financial Risk, Legal Research, Management, Corporate Law, KYC, Mutual Funds, Litigation, Alternative Investments, Risk Management, Compliance, Securities Regulation, Financial Markets, Capital Markets, Risk Assessment, Financial Advisory, Equities, Equity Trading, Policy, Operational Risk..., Wealth Management, Financial Regulation, Prime Brokerage, Fixed Income, Operational Risk, Private Equity, Private Banking, Bonds, Asset Allocation, Fiduciary Services, Fraud, Investment Advisory, Due Diligence, Investments, Investment Management, Options, Regulatory Submissions, Portfolio Management, Asset Management, Corporate Governance, Investment Banking, Structured Products, Wealth Management..., Anti Money Laundering
Education
New York School of Finance 1997 — 1998
Certificate of Completion, Securities
West Los Angeles School of Law 1985 — 1986
Paralegal Certification, Litigation Specialist
University of California, Riverside 1980 — 1984
B.S., Business Administration
Walter Richardson Walter Richardson's Prudential Financial Experience April 1999 - June 2002
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2012 - Present
Epic insurance April 2009 - July 2012
Morgan Stanley Wealth Management January 2002 - July 2004
Prudential Financial April 1999 - June 2002
Skills
Investments, Finance, Asset Allocation, Retirement Planning, Financial Analysis, Mutual Funds, Analysis, Fixed Annuities, Retirement, Financial Advisory, Small Business, Public Speaking, 401k Rollovers, Directing, Investment Strategies, Private Equity, IRAs, Social Media, Entertainment, Corporate Finance, Editing, Commercials, 401k, IPO, Fixed Assets
Education
University of California, Los Angeles 2006 — 2010
Masters of Fine Arts, Film and Entertainment Law, 3.8
Teaneck high school 1982 — 1986
High School Diploma, Finance, General
Wells Fargo Advisors June 2012 - Present
Epic insurance April 2009 - July 2012
Morgan Stanley Wealth Management January 2002 - July 2004
Prudential Financial April 1999 - June 2002
Skills
Investments, Finance, Asset Allocation, Retirement Planning, Financial Analysis, Mutual Funds, Analysis, Fixed Annuities, Retirement, Financial Advisory, Small Business, Public Speaking, 401k Rollovers, Directing, Investment Strategies, Private Equity, IRAs, Social Media, Entertainment, Corporate Finance, Editing, Commercials, 401k, IPO, Fixed Assets
Education
University of California, Los Angeles 2006 — 2010
Masters of Fine Arts, Film and Entertainment Law, 3.8
Teaneck high school 1982 — 1986
High School Diploma, Finance, General
Andy Muldoon's Prudential Financial Experience May 1977 - May 1979
Job Senior Vice President
Industry Financial Services
Experience
GAAM Wealth Advisors April 2013 - March 2015
The Halpern Group May 2010 - April 2013
SunTrust Bank June 2002 - March 2009
Trusco Capital Management January 2000 - June 2002
SunTrust Bank January 1984 - January 2000
Kanawha Valley Bank May 1979 - January 1984
Prudential Financial May 1977 - May 1979
Education
The University of Charleston 1971 — 1975
GAAM Wealth Advisors April 2013 - March 2015
The Halpern Group May 2010 - April 2013
SunTrust Bank June 2002 - March 2009
Trusco Capital Management January 2000 - June 2002
SunTrust Bank January 1984 - January 2000
Kanawha Valley Bank May 1979 - January 1984
Prudential Financial May 1977 - May 1979
Education
The University of Charleston 1971 — 1975
Jeremy Pinkerton's Prudential Financial Experience January 2010 - September 2010
Job National Sales Manager at Roadworthy Trailer Sales
Industry Transportation/Trucking/Railroad
Experience
Roadworthy Trailer Sales October 2014 - Present
Kforce February 2014 - September 2014
Kforce April 2013 - February 2014
Aflac August 2010 - March 2012
Prudential Financial January 2010 - September 2010
Skills
Management, New Business Development, Finance, Outlook, Insurance, Sales, Networking, Marketing, Leadership, Recruiting, Microsoft Excel, Training, Budgets, Account Management, Customer Retention, Customer Service, Market Research, Negotiation, Cold Calling, Time Management, Business Development, Technical Recruiting, CRM
Education
University of Central Florida - College of Business Administration 2003 — 2008
Bachelor's Degree, Finance
Dale Carnegie Training Certified 2013 — 2013
Lakewood Ranch High 2000 — 2003
Roadworthy Trailer Sales October 2014 - Present
Kforce February 2014 - September 2014
Kforce April 2013 - February 2014
Aflac August 2010 - March 2012
Prudential Financial January 2010 - September 2010
Skills
Management, New Business Development, Finance, Outlook, Insurance, Sales, Networking, Marketing, Leadership, Recruiting, Microsoft Excel, Training, Budgets, Account Management, Customer Retention, Customer Service, Market Research, Negotiation, Cold Calling, Time Management, Business Development, Technical Recruiting, CRM
Education
University of Central Florida - College of Business Administration 2003 — 2008
Bachelor's Degree, Finance
Dale Carnegie Training Certified 2013 — 2013
Lakewood Ranch High 2000 — 2003
Kimberly Burnell's Prudential Financial Experience April 2011 - January 2012
Job Executive Assistant to the Executive Vice President of Communications at CBS Television Distribution
Industry Entertainment
Experience
CBS Television Distribution April 2014 - Present
CBS Television Studios January 2014 - April 2014
Independent July 2012 - January 2014
WhoGotTheRole.com September 2012 - July 2013
Creative Artists Agency February 2012 - June 2012
Support for International Change August 2011 - June 2012
Prudential Financial April 2011 - January 2012
Support for International Change September 2010 - July 2011
UCLA Alumni Association's Bruin Woods May 2010 - September 2010
Dance Marathon at UCLA March 2008 - March 2010
Skills
Event Planning, Social Media, Fundraising, Facebook, Public Speaking, Social Media Marketing, Public Relations, Non-profits, Social Networking, Event Management, Research, Blogging, Editing, Community Outreach, Microsoft Office, Entertainment, Television, WordPress, Nonprofits
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, History
Foothill High School 2002 — 2006
CBS Television Distribution April 2014 - Present
CBS Television Studios January 2014 - April 2014
Independent July 2012 - January 2014
WhoGotTheRole.com September 2012 - July 2013
Creative Artists Agency February 2012 - June 2012
Support for International Change August 2011 - June 2012
Prudential Financial April 2011 - January 2012
Support for International Change September 2010 - July 2011
UCLA Alumni Association's Bruin Woods May 2010 - September 2010
Dance Marathon at UCLA March 2008 - March 2010
Skills
Event Planning, Social Media, Fundraising, Facebook, Public Speaking, Social Media Marketing, Public Relations, Non-profits, Social Networking, Event Management, Research, Blogging, Editing, Community Outreach, Microsoft Office, Entertainment, Television, WordPress, Nonprofits
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, History
Foothill High School 2002 — 2006
Joy Goel Joy Goel's Prudential Financial Experience July 2014 - Present
Job Investment Analyst at Prudential Financial
Industry Real Estate
Experience
Prudential Financial July 2014 - Present
Capital Investments at Berkeley August 2011 - January 2014
BlackRock June 2013 - August 2013
Euro American Plastics Inc. May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Customer Service, Sales, Public Speaking, Leadership, Research, Event Planning, Community Outreach, Strategic Planning, Social Networking, Investments, Fundraising, Business Development
Education
University of California, Berkeley 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Prudential Financial July 2014 - Present
Capital Investments at Berkeley August 2011 - January 2014
BlackRock June 2013 - August 2013
Euro American Plastics Inc. May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Customer Service, Sales, Public Speaking, Leadership, Research, Event Planning, Community Outreach, Strategic Planning, Social Networking, Investments, Fundraising, Business Development
Education
University of California, Berkeley 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ashley L. Hernandez's Prudential Financial Experience April 2012 - August 2012
Job Recruiting Assistant at Withers Bergman
Industry Staffing and Recruiting
Experience
Withers Bergman July 2015 - Present
Kantar Retail April 2013 - Present
Robert Half International (Office Team) August 2012 - February 2013
Prudential Financial April 2012 - August 2012
Skills
Recruiting, Outlook, Customer Service, Talent Acquisition, Customer Relations, Human Resources, Applicant Tracking..., Social Media Marketing, Employee Relations, Onboarding, Client Liaison, Training, College Recruiting, Benefits Administration, Temporary Placement, Social Networking, Management, Leadership
Education
University of Bridgeport 2007 — 2011
Bachelor's degree, Fashion Merchandising & Marketing, Graduate
Trumbull High School 2004 — 2007
Diploma
Withers Bergman July 2015 - Present
Kantar Retail April 2013 - Present
Robert Half International (Office Team) August 2012 - February 2013
Prudential Financial April 2012 - August 2012
Skills
Recruiting, Outlook, Customer Service, Talent Acquisition, Customer Relations, Human Resources, Applicant Tracking..., Social Media Marketing, Employee Relations, Onboarding, Client Liaison, Training, College Recruiting, Benefits Administration, Temporary Placement, Social Networking, Management, Leadership
Education
University of Bridgeport 2007 — 2011
Bachelor's degree, Fashion Merchandising & Marketing, Graduate
Trumbull High School 2004 — 2007
Diploma
Ruyi Li Ruyi Li's Prudential Financial Experience 2009 - 2012
Job Olympus Property
Industry Real Estate
Experience
Olympus Property June 2014 - Present
First Republic Bank September 2012 - June 2014
Prudential Financial 2009 - 2012
Pruential Financial December 2006 - 2009
Skills
Financial Modeling, Loans, Investments, Credit, Banking, Real Estate Development, Due Diligence, Mortgage Lending, Portfolio Management, Valuation, Real Estate, Credit Analysis, Microsoft Office, Financial Analysis, Asset Management, Underwriting, Finance, Real Estate Economics
Education
University of California, Davis
Bachelor's degree, Economics and Psychology
Olympus Property June 2014 - Present
First Republic Bank September 2012 - June 2014
Prudential Financial 2009 - 2012
Pruential Financial December 2006 - 2009
Skills
Financial Modeling, Loans, Investments, Credit, Banking, Real Estate Development, Due Diligence, Mortgage Lending, Portfolio Management, Valuation, Real Estate, Credit Analysis, Microsoft Office, Financial Analysis, Asset Management, Underwriting, Finance, Real Estate Economics
Education
University of California, Davis
Bachelor's degree, Economics and Psychology
Alicia Lau's Prudential Financial Experience June 2015 - August 2015
Job Elected Senator: Associated Students of the University of California
Industry
Experience
Associated Students of the University of California May 2015 - Present
University of California, Berkeley, Haas School of Business September 2013 - Present
Prudential Financial June 2015 - August 2015
Dreams Behind Scars September 2012 - December 2014
The HR Manager LLC May 2014 - July 2014
Saga Musical Instruments January 2014 - January 2014
Skills
Leadership, Finance, Marketing, Management, Business Strategy, Public Speaking, CRM, Training, Social Media, Business Development, Sales, Project Planning, Customer Satisfaction, Research, Social Networking, Budgets, Event Planning
Education
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor’s Degree
Associated Students of the University of California May 2015 - Present
University of California, Berkeley, Haas School of Business September 2013 - Present
Prudential Financial June 2015 - August 2015
Dreams Behind Scars September 2012 - December 2014
The HR Manager LLC May 2014 - July 2014
Saga Musical Instruments January 2014 - January 2014
Skills
Leadership, Finance, Marketing, Management, Business Strategy, Public Speaking, CRM, Training, Social Media, Business Development, Sales, Project Planning, Customer Satisfaction, Research, Social Networking, Budgets, Event Planning
Education
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor’s Degree
Gregory Goldstein Gregory Goldstein's Prudential Financial Experience November 2014 - Present
Job Vice President, Business Risk Management, Actuarial Department at Prudential Financial
Industry Financial Services
Experience
Prudential Financial November 2014 - Present
AXA US July 2013 - November 2014
AXA US October 2009 - July 2013
AXA US September 2003 - October 2009
AXA US June 2002 - September 2003
AXA US November 1999 - June 2002
Ernst & Young March 1995 - November 1999
Arthur Andersen & Co. LLP November 1993 - March 1995
Deloitte & Touche September 1987 - November 1993
Skills
SOX, Internal Controls, Accounting, Financial Reporting, Insurance, Financial Accounting, Annuities, Separate Accounts, SAS70, Vendor Management, Business Process, Controllers, Financial Planning, Financial Analysis, Contract Negotiation, Negotiating Contracts, Audit, External Audit, Employee Benefit Plan..., Model Audit Rule, COSO ERM, COSO Framework, COSO, Enterprise Risk..., Risk Management, Risk Assessment, Financial Risk, Operational Risk..., Operational Excellence, Solvency II, ORSA, SSAE 16, SOC 1, Sarbanes-Oxley Act, Fixed Annuities, Auditing, Employee Benefits, Sarbanes-Oxley, US GAAP, Financial Services, GAAP, Internal Audit, Finance, CPA, Strategic Financial..., Consolidation, IT Audit, IFRS, Governance, SEC filings
Education
University of California, Los Angeles 1982 — 1987
Bachelor of Arts, Economics/Business
University High School
University High School
Prudential Financial November 2014 - Present
AXA US July 2013 - November 2014
AXA US October 2009 - July 2013
AXA US September 2003 - October 2009
AXA US June 2002 - September 2003
AXA US November 1999 - June 2002
Ernst & Young March 1995 - November 1999
Arthur Andersen & Co. LLP November 1993 - March 1995
Deloitte & Touche September 1987 - November 1993
Skills
SOX, Internal Controls, Accounting, Financial Reporting, Insurance, Financial Accounting, Annuities, Separate Accounts, SAS70, Vendor Management, Business Process, Controllers, Financial Planning, Financial Analysis, Contract Negotiation, Negotiating Contracts, Audit, External Audit, Employee Benefit Plan..., Model Audit Rule, COSO ERM, COSO Framework, COSO, Enterprise Risk..., Risk Management, Risk Assessment, Financial Risk, Operational Risk..., Operational Excellence, Solvency II, ORSA, SSAE 16, SOC 1, Sarbanes-Oxley Act, Fixed Annuities, Auditing, Employee Benefits, Sarbanes-Oxley, US GAAP, Financial Services, GAAP, Internal Audit, Finance, CPA, Strategic Financial..., Consolidation, IT Audit, IFRS, Governance, SEC filings
Education
University of California, Los Angeles 1982 — 1987
Bachelor of Arts, Economics/Business
University High School
University High School
Li-Mei Situ Li-Mei Situ's Prudential Financial Experience September 2013 - May 2014
Job Product Marketing Intern at SAP
Industry Marketing and Advertising
Experience
SAP June 2015 - Present
Amazon June 2014 - June 2015
Data Resolution May 2014 - June 2015
UC Irvine Campus Recreation September 2013 - June 2015
Prudential Financial September 2013 - May 2014
Kauffman Foundation September 2013 - January 2014
Delta Sigma Pi - Pi Sigma Chapter June 2013 - December 2013
DreamItAlive.com (owned by eLUVate Media, LLC) June 2013 - September 2013
FluidNRG July 2013 - August 2013
UC Irvine Alumni Association September 2012 - June 2013
Skills
Research, Advertising, Marketing, Teamwork, Event Planning, Social Media, Microsoft Office, Customer Service, Public Speaking, Photoshop
Education
University of California, Irvine 2012 — 2015
Bachelor of Arts (BA), Business/Managerial Economics
SAP June 2015 - Present
Amazon June 2014 - June 2015
Data Resolution May 2014 - June 2015
UC Irvine Campus Recreation September 2013 - June 2015
Prudential Financial September 2013 - May 2014
Kauffman Foundation September 2013 - January 2014
Delta Sigma Pi - Pi Sigma Chapter June 2013 - December 2013
DreamItAlive.com (owned by eLUVate Media, LLC) June 2013 - September 2013
FluidNRG July 2013 - August 2013
UC Irvine Alumni Association September 2012 - June 2013
Skills
Research, Advertising, Marketing, Teamwork, Event Planning, Social Media, Microsoft Office, Customer Service, Public Speaking, Photoshop
Education
University of California, Irvine 2012 — 2015
Bachelor of Arts (BA), Business/Managerial Economics
Chow Truong Chow Truong's Prudential Financial Experience May 2014 - Present
Job Financial Professional Associate
Industry Financial Services
Experience
Prudential Financial May 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Finance, Marketing, Investments
Education
University of California, Irvine
Bachelor's degree, Business/Managerial Economics
Prudential Financial May 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Finance, Marketing, Investments
Education
University of California, Irvine
Bachelor's degree, Business/Managerial Economics
Benjamin Jiang Benjamin Jiang's Prudential Financial Experience January 2009 - August 2011
Job Private Equity Real Estate
Industry Commercial Real Estate
Experience
Bridge Partners (www.bridgepartners.com) August 2011 - July 2015
Prudential Financial January 2009 - August 2011
Bank of America Merrill Lynch May 2008 - July 2008
Morgan Stanley May 2004 - July 2004
Skills
Commercial Real Estate..., Life Company Lending, Agency Lending, Multifamily, Office, Retail, Hospitality, Student Housing, Distressed Debt, Note Acquisition, Affordable Housing, Single Family Homes, Real Estate Asset..., Construction Loans, Condo Conversion, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Real Estate Financing, Real Estate Private..., Real Estate Broker..., Real Estate Brokerage, Investment Properties, Alternative Investments, Return on Investment, Financial Modeling, Website Development, Template Creation, Business Modeling, Data Modeling, Appraisals, Residential Trust Deeds, Cash Flow Forecasting, Market Research, IRR Waterfall, Market Analysis, Third Party Inspection, Institutional Investors, Real Estate Tax Appeals, Trend Forecasting, Valuation, Valuation Modeling, Investment Valuation, Real Estate Valuation, Comparable Analysis, Legal Documents, Contractor Supervision, Site Visits, Real Estate Due..., Due Diligence
Education
University of California, Berkeley 2004 — 2008
Bachelor's Degree, Economics
Bridge Partners (www.bridgepartners.com) August 2011 - July 2015
Prudential Financial January 2009 - August 2011
Bank of America Merrill Lynch May 2008 - July 2008
Morgan Stanley May 2004 - July 2004
Skills
Commercial Real Estate..., Life Company Lending, Agency Lending, Multifamily, Office, Retail, Hospitality, Student Housing, Distressed Debt, Note Acquisition, Affordable Housing, Single Family Homes, Real Estate Asset..., Construction Loans, Condo Conversion, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Real Estate Financing, Real Estate Private..., Real Estate Broker..., Real Estate Brokerage, Investment Properties, Alternative Investments, Return on Investment, Financial Modeling, Website Development, Template Creation, Business Modeling, Data Modeling, Appraisals, Residential Trust Deeds, Cash Flow Forecasting, Market Research, IRR Waterfall, Market Analysis, Third Party Inspection, Institutional Investors, Real Estate Tax Appeals, Trend Forecasting, Valuation, Valuation Modeling, Investment Valuation, Real Estate Valuation, Comparable Analysis, Legal Documents, Contractor Supervision, Site Visits, Real Estate Due..., Due Diligence
Education
University of California, Berkeley 2004 — 2008
Bachelor's Degree, Economics
Shawn Fourez's Prudential Financial Experience November 2013 - Present
Job Director of Business Intelligence at Prudential Financial
Industry Insurance
Experience
Prudential Financial November 2013 - Present
The Hartford May 2011 - October 2013
The Hartford June 2009 - April 2011
The Hartford August 2008 - May 2009
The Hartford April 2007 - July 2008
The Hartford January 2004 - March 2007
CNA Insurance May 2002 - December 2003
CNA Insurance November 2001 - May 2002
Skills
Underwriting, Strategy, Insurance, Property & Casualty..., Brokers, Disability Insurance, Life Insurance, Employee Benefits, Reinsurance, Health Insurance, Analytics, Risk Management, Claim, Claims Management, Financial Services
Education
University of Central Florida 2006 — 2008
MBA, Finance
University of Central Florida 1997 — 2001
Bachelor of Science, Finance
Prudential Financial November 2013 - Present
The Hartford May 2011 - October 2013
The Hartford June 2009 - April 2011
The Hartford August 2008 - May 2009
The Hartford April 2007 - July 2008
The Hartford January 2004 - March 2007
CNA Insurance May 2002 - December 2003
CNA Insurance November 2001 - May 2002
Skills
Underwriting, Strategy, Insurance, Property & Casualty..., Brokers, Disability Insurance, Life Insurance, Employee Benefits, Reinsurance, Health Insurance, Analytics, Risk Management, Claim, Claims Management, Financial Services
Education
University of Central Florida 2006 — 2008
MBA, Finance
University of Central Florida 1997 — 2001
Bachelor of Science, Finance
Katie Chang's Prudential Financial Experience March 2015 - September 2015
Job Market Research Analyst at Rosen Consulting Group
Industry Financial Services
Experience
Rosen Consulting Group July 2015 - Present
Prudential Financial March 2015 - September 2015
Civil Maps June 2015 - August 2015
BridgeX Inc. September 2014 - January 2015
Associated Students of the University of California August 2014 - January 2015
Skills
Leadership, Microsoft Office, Research, Management, Community Outreach, Public Speaking, Organizational..., Social Media, Data Analysis, Startup Development, Social Networking, Event Planning, Interpersonal..., Microsoft Word, Microsoft Excel, PowerPoint, Statistical Data..., Photoshop
Education
University of California, Berkeley 2014 — 2018
B.S. Operations Research Management Science & B.S. Business Administration
James Logan High School 2010 — 2014
High School
Rosen Consulting Group July 2015 - Present
Prudential Financial March 2015 - September 2015
Civil Maps June 2015 - August 2015
BridgeX Inc. September 2014 - January 2015
Associated Students of the University of California August 2014 - January 2015
Skills
Leadership, Microsoft Office, Research, Management, Community Outreach, Public Speaking, Organizational..., Social Media, Data Analysis, Startup Development, Social Networking, Event Planning, Interpersonal..., Microsoft Word, Microsoft Excel, PowerPoint, Statistical Data..., Photoshop
Education
University of California, Berkeley 2014 — 2018
B.S. Operations Research Management Science & B.S. Business Administration
James Logan High School 2010 — 2014
High School
Laban Evans Laban Evans's Prudential Financial Experience June 2015 - July 2015
Job Corporate Banker at RepublicBank & Trust
Industry Financial Services
Experience
Republic Bank & Trust August 2015 - Present
RepublicBank & Trust August 2015 - Present
Prudential Financial June 2015 - July 2015
Northwestern Mutual October 2014 - June 2015
Gallagher Bassett Services, Inc. September 2013 - October 2014
Oklahoma City Police Department April 2010 - September 2013
Walt Disney World January 2012 - September 2012
Walt Disney World August 2009 - January 2010
Skills
Microsoft Office 2010..., Customer Service..., Communication skills, Adaptable & a quick..., Coordinating Tasks, Financial Planning, Property & Casualty..., Life & Health Insurance..., Communication, Sales, Strategic Planning, Microsoft Office, Team Building, Public Speaking, Leadership, Social Media, PowerPoint, Customer Service, Microsoft Excel, Marketing, Microsoft Word, Social Networking
Education
University of Central Oklahoma 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CCS 2002 — 2008
High School
Republic Bank & Trust August 2015 - Present
RepublicBank & Trust August 2015 - Present
Prudential Financial June 2015 - July 2015
Northwestern Mutual October 2014 - June 2015
Gallagher Bassett Services, Inc. September 2013 - October 2014
Oklahoma City Police Department April 2010 - September 2013
Walt Disney World January 2012 - September 2012
Walt Disney World August 2009 - January 2010
Skills
Microsoft Office 2010..., Customer Service..., Communication skills, Adaptable & a quick..., Coordinating Tasks, Financial Planning, Property & Casualty..., Life & Health Insurance..., Communication, Sales, Strategic Planning, Microsoft Office, Team Building, Public Speaking, Leadership, Social Media, PowerPoint, Customer Service, Microsoft Excel, Marketing, Microsoft Word, Social Networking
Education
University of Central Oklahoma 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CCS 2002 — 2008
High School
Nancy Davis's Prudential Financial Experience August 2011 - July 2013
Job Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management November 2014 - Present
MassMutual Financial Group July 2013 - October 2014
Prudential Financial August 2011 - July 2013
Prudential Financial September 2001 - July 2013
Smith Barney October 1999 - September 2001
DA Davidson & Co., Inc. March 1997 - September 1999
Skills
Wealth Management, Strategic Financial..., Variable Annuities, Estate Planning, Charitable Gift Planning, Managed Money, Insurance, Non-profit Board..., Series 7, Series 65, Series 63, Series 26, Sales Management, Financial Planners, Retirement Planning, FINRA
Education
The American College 2011 — 2014
CLU Chartered Life Underwriter, Finance
The American College 2010 — 2014
ChFC Chartered Financial Consultant, Finance
College for Financial Planning 2007 — 2008
CMFC Chartered Mutual Fund Counselor, Finance
University of California, Berkeley 1980 — 1984
Bachelor of Arts (B.A.), Social Sciences
RBC Wealth Management November 2014 - Present
MassMutual Financial Group July 2013 - October 2014
Prudential Financial August 2011 - July 2013
Prudential Financial September 2001 - July 2013
Smith Barney October 1999 - September 2001
DA Davidson & Co., Inc. March 1997 - September 1999
Skills
Wealth Management, Strategic Financial..., Variable Annuities, Estate Planning, Charitable Gift Planning, Managed Money, Insurance, Non-profit Board..., Series 7, Series 65, Series 63, Series 26, Sales Management, Financial Planners, Retirement Planning, FINRA
Education
The American College 2011 — 2014
CLU Chartered Life Underwriter, Finance
The American College 2010 — 2014
ChFC Chartered Financial Consultant, Finance
College for Financial Planning 2007 — 2008
CMFC Chartered Mutual Fund Counselor, Finance
University of California, Berkeley 1980 — 1984
Bachelor of Arts (B.A.), Social Sciences
Andrei Gog Andrei Gog's Prudential Financial Experience August 2008 - February 2013
Job Asset Manager at Grosvenor Group
Industry Financial Services
Experience
Grosvenor Group March 2013 - Present
Prudential Financial August 2008 - February 2013
Skills
Microsoft Excel, Retail, Financial Modeling, Project Management, Financial Analysis, Management, Microsoft Office, PowerPoint
Education
University of California, Berkeley
Bachelor of Science (BS), Business Administration and Management, General
Grosvenor Group March 2013 - Present
Prudential Financial August 2008 - February 2013
Skills
Microsoft Excel, Retail, Financial Modeling, Project Management, Financial Analysis, Management, Microsoft Office, PowerPoint
Education
University of California, Berkeley
Bachelor of Science (BS), Business Administration and Management, General
Byron Meo Byron Meo's Prudential Financial Experience 1996 - 1999
Job President at The Meo Group
Industry Real Estate
Experience
The Meo Group January 2004 - Present
Morgan Stanley 1999 - 2004
Prudential Financial 1996 - 1999
Paine Webber 1988 - 1996
Skills
Residential Homes, Real Estate, Investors, Entrepreneurship, Short Sales, Foreclosures, Investment Properties, Real Estate Transactions, Real Estate Development, Property Management, Sellers
Education
University of California, Berkeley 1980 — 1984
Bachelor's degree, Business
The Meo Group January 2004 - Present
Morgan Stanley 1999 - 2004
Prudential Financial 1996 - 1999
Paine Webber 1988 - 1996
Skills
Residential Homes, Real Estate, Investors, Entrepreneurship, Short Sales, Foreclosures, Investment Properties, Real Estate Transactions, Real Estate Development, Property Management, Sellers
Education
University of California, Berkeley 1980 — 1984
Bachelor's degree, Business
Paul Berman Paul Berman's Prudential Financial Experience September 1999 - July 2003
Job Senior Vice President, Investments Financial Advisor The 24/7 Investment Group
Industry Investment Management
Experience
Raymond James & Associates Inc. January 2015 - Present
RBC Wealth Management May 2007 - January 2015
Wachovia Securities Financial Network July 2003 - May 2007
Prudential Financial September 1999 - July 2003
Merrill Lynch, Pierce, Fenner & Smith Incorp. May 1997 - September 1999
Bear, Stearns & Co. Inc. July 1989 - May 1997
Sutro & Co. Inc. January 1987 - July 1989
Skills
Wealth Management, Wealth Accumulation, Portfolio Management, Investments, Mortgage Lending, Fixed Income Strategies
Education
University of Southern California - Marshall School of Business 1980 — 1981
University of California, Irvine 1974 — 1978
Bachelor of Arts (BA), Economics
Raymond James & Associates Inc. January 2015 - Present
RBC Wealth Management May 2007 - January 2015
Wachovia Securities Financial Network July 2003 - May 2007
Prudential Financial September 1999 - July 2003
Merrill Lynch, Pierce, Fenner & Smith Incorp. May 1997 - September 1999
Bear, Stearns & Co. Inc. July 1989 - May 1997
Sutro & Co. Inc. January 1987 - July 1989
Skills
Wealth Management, Wealth Accumulation, Portfolio Management, Investments, Mortgage Lending, Fixed Income Strategies
Education
University of Southern California - Marshall School of Business 1980 — 1981
University of California, Irvine 1974 — 1978
Bachelor of Arts (BA), Economics
Paul Brennan ChFC CLU Paul Brennan ChFC CLU's Prudential Financial Experience September 1991 - April 1993
Job Retirement Consultant
Industry Financial Services
Experience
Mutual of America January 1996 - Present
Stamford Marketing Group May 1993 - December 1995
Prudential Financial September 1991 - April 1993
Skills
Retirement Planning, Individual Financial..., Teaching/mentoring, Leadership Development, Fixed Annuities, Investments, Retirement, 401k, Series 63, Mutual Funds, Financial Planners, Retirement Plan..., Pensions, Asset Allocation, Wealth Management, Series 6, Defined Benefit, Employee Benefits, ERISA
Education
University of Massachusetts at Lowell 1986 — 1988
BS, Finance and Marketing
University of California, Davis 1984 — 1986
Chemistry
Mutual of America January 1996 - Present
Stamford Marketing Group May 1993 - December 1995
Prudential Financial September 1991 - April 1993
Skills
Retirement Planning, Individual Financial..., Teaching/mentoring, Leadership Development, Fixed Annuities, Investments, Retirement, 401k, Series 63, Mutual Funds, Financial Planners, Retirement Plan..., Pensions, Asset Allocation, Wealth Management, Series 6, Defined Benefit, Employee Benefits, ERISA
Education
University of Massachusetts at Lowell 1986 — 1988
BS, Finance and Marketing
University of California, Davis 1984 — 1986
Chemistry
Thao Nguyen, CPA's Prudential Financial Experience January 2003 - January 2004
Job Manager at Petrinovich Pugh & Company, LLP
Industry Accounting
Experience
Petrinovich Pugh & Company, LLP January 2004 - Present
Prudential Financial January 2003 - January 2004
Education
University of San Francisco 1999 — 2002
Bachelor of Science, Accounting and Finance
University of California, Berkeley 1998 — 1999
Undergraduate Studies
Oak Grove High School 1994 — 1998
Petrinovich Pugh & Company, LLP January 2004 - Present
Prudential Financial January 2003 - January 2004
Education
University of San Francisco 1999 — 2002
Bachelor of Science, Accounting and Finance
University of California, Berkeley 1998 — 1999
Undergraduate Studies
Oak Grove High School 1994 — 1998
Intekhab Shakil Intekhab Shakil's Prudential Financial Experience January 2010 - March 2010
Job Team Lead at NYC Department of Education
Industry Computer Software
Experience
NYC Department of Education May 2015 - Present
NYC Department of Education August 2012 - April 2015
NYC Department of Education March 2010 - August 2012
Prudential Financial January 2010 - March 2010
Universal Technologies August 2006 - December 2009
TSR Consulting Services, Inc. November 2001 - July 2006
Skills
SQL Server, .NET, Crystal Reports, Application Development, Systems Analysis, C#, Testing, ASP.NET, Web Services, XML, ASP, SQL, HTML, Visual Basic, IIS, JavaScript, AJAX, VB.NET, PL/SQL, Databases, Software Development, DB2, Access, SDLC, ADO.NET, VSS, SSIS, Visual Studio, DHTML, Microsoft Technologies, Microsoft SQL Server, Integration, WCF, SSRS, Database Design, Architecture, T-SQL, SOA, LINQ, TFS, SOAP, SharePoint, Agile Methodologies, ASP.NET MVC, Enterprise Architecture, WPF, Web Applications, Software Project..., Scrum, Requirements Analysis
Education
University of Calcutta 1997 — 1999
MBA, Business
Bhawanipur Education Society College 1996 — 1999
B Com., Accounting, Maths
Aptech Computers 1994 — 1995
Software Engineering, Diploma in Software Engineering
NYC Department of Education May 2015 - Present
NYC Department of Education August 2012 - April 2015
NYC Department of Education March 2010 - August 2012
Prudential Financial January 2010 - March 2010
Universal Technologies August 2006 - December 2009
TSR Consulting Services, Inc. November 2001 - July 2006
Skills
SQL Server, .NET, Crystal Reports, Application Development, Systems Analysis, C#, Testing, ASP.NET, Web Services, XML, ASP, SQL, HTML, Visual Basic, IIS, JavaScript, AJAX, VB.NET, PL/SQL, Databases, Software Development, DB2, Access, SDLC, ADO.NET, VSS, SSIS, Visual Studio, DHTML, Microsoft Technologies, Microsoft SQL Server, Integration, WCF, SSRS, Database Design, Architecture, T-SQL, SOA, LINQ, TFS, SOAP, SharePoint, Agile Methodologies, ASP.NET MVC, Enterprise Architecture, WPF, Web Applications, Software Project..., Scrum, Requirements Analysis
Education
University of Calcutta 1997 — 1999
MBA, Business
Bhawanipur Education Society College 1996 — 1999
B Com., Accounting, Maths
Aptech Computers 1994 — 1995
Software Engineering, Diploma in Software Engineering
Greg Barcus Greg Barcus's Prudential Financial Experience March 1980 - June 2002
Job Customer Service Manager
Industry Consumer Services
Experience
Farmers Insurance April 2012 - October 2012
GBR Global Services, LLC June 2002 - March 2012
Prudential Financial March 1980 - June 2002
Skills
Insurance Sales, Customer Service..., Web Marketing, Web Design, Operations Management, Insurance, Customer Service, Call Center, Project Management, Hiring Employees, Managing Associates, Managing Budgets & P&Ls, Sales Prospecting, Call Centers, Small Business, Customer Retention, Health Insurance, Homeowners, Property & Casualty..., Customer Satisfaction, Universal Life, Umbrella Insurance, P&L Management, Life Insurance, Whole Life, Workers Compensation, Term Life Insurance, Sales Management, Sales, Team Building
Education
University of California, Los Angeles 1980 — 1982
Bachelor of Arts (BA), Political Science and Government
Farmers Insurance April 2012 - October 2012
GBR Global Services, LLC June 2002 - March 2012
Prudential Financial March 1980 - June 2002
Skills
Insurance Sales, Customer Service..., Web Marketing, Web Design, Operations Management, Insurance, Customer Service, Call Center, Project Management, Hiring Employees, Managing Associates, Managing Budgets & P&Ls, Sales Prospecting, Call Centers, Small Business, Customer Retention, Health Insurance, Homeowners, Property & Casualty..., Customer Satisfaction, Universal Life, Umbrella Insurance, P&L Management, Life Insurance, Whole Life, Workers Compensation, Term Life Insurance, Sales Management, Sales, Team Building
Education
University of California, Los Angeles 1980 — 1982
Bachelor of Arts (BA), Political Science and Government
Gail (Soule) Flibbert Gail (Soule) Flibbert's Prudential Financial Experience October 2012 - July 2013
Job Disability Hearing Officer
Industry Government Administration
Experience
State of Arizona August 2013 - Present
Prudential Financial October 2012 - July 2013
State of Arizona March 2009 - November 2012
Maine Human Rights Commission July 2006 - February 2008
Disability Rights Center May 2005 - July 2006
Kohl's Department Stores August 2004 - May 2005
William Arthur September 1992 - June 1997
Education
University of California, Davis - School of Law 2001 — 2003
Employment Law
University of Southern Maine 1996 — 2001
BA, Political Science
State of Arizona August 2013 - Present
Prudential Financial October 2012 - July 2013
State of Arizona March 2009 - November 2012
Maine Human Rights Commission July 2006 - February 2008
Disability Rights Center May 2005 - July 2006
Kohl's Department Stores August 2004 - May 2005
William Arthur September 1992 - June 1997
Education
University of California, Davis - School of Law 2001 — 2003
Employment Law
University of Southern Maine 1996 — 2001
BA, Political Science
Jasmin Salcedo, CPM's Prudential Financial Experience April 2002 - August 2004
Job Executive Assistant to Chief Information Officer, Technology & Operations Group at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank September 2004 - Present
Prudential Financial April 2002 - August 2004
Skills
Outlook, SharePoint, Administrative..., Expense Management, Confidentiality, Spreadsheets, Lotus Notes, Expenses, Administrative..., Vendor Management, PowerPoint, SDLC, Office Management, Database Administration, Analysis, Business Analysis, Management, MS Project, Data Entry, PeopleSoft, Data Analysis, Banking, Process Improvement, Program Management, Databases, Access, Financial Services, System Administration, Time Management, Visio
Education
University of California, Berkeley 2008 — 2009
CPM, Project Management
University of Santo Tomas
Bachelor of Science in Chemistry, Chemistry
Wells Fargo Bank September 2004 - Present
Prudential Financial April 2002 - August 2004
Skills
Outlook, SharePoint, Administrative..., Expense Management, Confidentiality, Spreadsheets, Lotus Notes, Expenses, Administrative..., Vendor Management, PowerPoint, SDLC, Office Management, Database Administration, Analysis, Business Analysis, Management, MS Project, Data Entry, PeopleSoft, Data Analysis, Banking, Process Improvement, Program Management, Databases, Access, Financial Services, System Administration, Time Management, Visio
Education
University of California, Berkeley 2008 — 2009
CPM, Project Management
University of Santo Tomas
Bachelor of Science in Chemistry, Chemistry
Gregory Hitnariansingh's Prudential Financial Experience 2000 - 2002
Job Senior Service Desk Analyst at Ralph Lauren
Industry Information Technology and Services
Experience
Ralph Lauren June 2009 - Present
Time Warner Cable February 2005 - April 2008
Wachovia Securities Financial Network January 2003 - February 2004
Prudential Financial 2000 - 2002
US Navy September 1991 - April 2000
Skills
Windows 7, Troubleshooting, Technical Support, ITIL, Active Directory, Help Desk Support, Customer Service, BMC Remedy, Call Center, Incident Management, XP, System Administration, VPN, Servers, Call Centers, Citrix, Microsoft Exchange, Lotus Notes, Computer Hardware, IT Operations, System Deployment, Windows Server, Disaster Recovery, Hardware, Windows XP
Education
Guildford Technical Community College
The Chubb Institute
University of Central Florida
Ralph Lauren June 2009 - Present
Time Warner Cable February 2005 - April 2008
Wachovia Securities Financial Network January 2003 - February 2004
Prudential Financial 2000 - 2002
US Navy September 1991 - April 2000
Skills
Windows 7, Troubleshooting, Technical Support, ITIL, Active Directory, Help Desk Support, Customer Service, BMC Remedy, Call Center, Incident Management, XP, System Administration, VPN, Servers, Call Centers, Citrix, Microsoft Exchange, Lotus Notes, Computer Hardware, IT Operations, System Deployment, Windows Server, Disaster Recovery, Hardware, Windows XP
Education
Guildford Technical Community College
The Chubb Institute
University of Central Florida
Victor Chao Victor Chao's Prudential Financial Experience July 2010 - August 2010
Job Mortgage Loan Originator at Metropolitan Home Mortgage
Industry Financial Services
Experience
Metropolitan Home Mortgage April 2012 - Present
iTea Cafe April 2011 - December 2011
TransGlobe Life Insurance Inc. July 2011 - August 2011
Prudential Financial July 2010 - August 2010
Skills
Residential Mortgages, Loan Origination, FHA, Conventional, HARP, Encompass, Microsoft Office, Customer Service
Education
University of California, Irvine 2008 — 2012
Metropolitan Home Mortgage April 2012 - Present
iTea Cafe April 2011 - December 2011
TransGlobe Life Insurance Inc. July 2011 - August 2011
Prudential Financial July 2010 - August 2010
Skills
Residential Mortgages, Loan Origination, FHA, Conventional, HARP, Encompass, Microsoft Office, Customer Service
Education
University of California, Irvine 2008 — 2012
Paul Allison's Prudential Financial Experience January 2008 - December 2008
Job Account Manager Elliotts Web
Industry Public Relations and Communications
Experience
Harper Collins Publishing January 2014 - December 2014
Los Angeles CA January 2013 - December 2013
State Farm 2010 - 2010
Venture Capital Playing Card Advertising 2008 - 2010
Metlife Executive Assistant and Brokerage Assistant 2009 - 2009
Prudential Financial January 2008 - December 2008
Great Floors January 2006 - December 2008
Clark's Jewelry 2006 - 2006
Toronto Blue Jays 2005 - 2005
Chamber of Commerce January 2004 - December 2004
Skills
Account Management, Project Management, Public Relations, Manage Client..., Social Media, Advertising, Client Development, Key Account Management, Contract Management, Media & Entertainment, CRM, Facebook, Social Media Marketing, Sales, Presenting Proposals, Marketing, Social Networking, Management, Online Advertising, Marketing Communications, Marketing Strategy, Digital Media, Leadership, Celebrity Account..., Communication
Education
University of Florida
Master of Business Administration (M.B.A.)
University of Montana 2000 — 2004
Bachelor's Degree
University of California, Los Angeles
Bachelor's degree
Harper Collins Publishing January 2014 - December 2014
Los Angeles CA January 2013 - December 2013
State Farm 2010 - 2010
Venture Capital Playing Card Advertising 2008 - 2010
Metlife Executive Assistant and Brokerage Assistant 2009 - 2009
Prudential Financial January 2008 - December 2008
Great Floors January 2006 - December 2008
Clark's Jewelry 2006 - 2006
Toronto Blue Jays 2005 - 2005
Chamber of Commerce January 2004 - December 2004
Skills
Account Management, Project Management, Public Relations, Manage Client..., Social Media, Advertising, Client Development, Key Account Management, Contract Management, Media & Entertainment, CRM, Facebook, Social Media Marketing, Sales, Presenting Proposals, Marketing, Social Networking, Management, Online Advertising, Marketing Communications, Marketing Strategy, Digital Media, Leadership, Celebrity Account..., Communication
Education
University of Florida
Master of Business Administration (M.B.A.)
University of Montana 2000 — 2004
Bachelor's Degree
University of California, Los Angeles
Bachelor's degree
Jeeyoung Oh's Prudential Financial Experience October 2013 - April 2015
Job AXA Advisors, LLC
Industry Financial Services
Experience
Prudential Financial October 2013 - April 2015
Skills
Statistics, Microeconomics, Game Theory, Economics, Macroeconomics, Research, Stata, Matlab, Programming, Optimization, Discrete Mathematics, Linear Algebra, Portraits, Statistical Models in..., Econometrics, Analysis, Series 63, series 6, Life Insurance
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Science (B.S.), Mathematics and Economics
Prudential Financial October 2013 - April 2015
Skills
Statistics, Microeconomics, Game Theory, Economics, Macroeconomics, Research, Stata, Matlab, Programming, Optimization, Discrete Mathematics, Linear Algebra, Portraits, Statistical Models in..., Econometrics, Analysis, Series 63, series 6, Life Insurance
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Science (B.S.), Mathematics and Economics
Christine Dalecki's Prudential Financial Experience February 2006 - December 2014
Job Business Analyst / Project Management Specialist
Industry Information Technology and Services
Experience
Prudential Financial February 2006 - December 2014
Prudential Financial March 2004 - February 2006
Ground Travel Technology Team, Inc 2002 - 2003
American Express Corporate Travel Services 1994 - 2001
Carlson Wagonlit Travel 1986 - 1994
Education
University of Bridgeport
Bachelor of Science (BS)
New Horizons Computer Learning Centers
Certificate
Prudential Financial February 2006 - December 2014
Prudential Financial March 2004 - February 2006
Ground Travel Technology Team, Inc 2002 - 2003
American Express Corporate Travel Services 1994 - 2001
Carlson Wagonlit Travel 1986 - 1994
Education
University of Bridgeport
Bachelor of Science (BS)
New Horizons Computer Learning Centers
Certificate
Suzette Kula, EA's Prudential Financial Experience November 1998 - December 1999
Job President at San Diego Tax Services
Industry Accounting
Experience
Intuit January 2012 - April 2012
KFMB March 2000 - July 2001
Prudential Financial November 1998 - December 1999
Self-employed December 1993 - July 1999
American Express January 1997 - November 1998
Marketron Inc. July 1990 - December 1993
KMEN/KGGI July 1988 - July 1990
Skills
Tax Preparation, QuickBooks, Income Tax, Small Business, Bookkeeping, Tax, Tax Returns, Accounting, Tax Law, Strategic Financial..., Accounts Receivable, Finance, Customer Service, Financial Reporting, Management, Financial Planners, General Ledger, Training
Education
University of California, Los Angeles 1984 — 1988
BA, Psychology/Business
University of California, Los Angeles
Bachelor's degree, Psychology
Intuit January 2012 - April 2012
KFMB March 2000 - July 2001
Prudential Financial November 1998 - December 1999
Self-employed December 1993 - July 1999
American Express January 1997 - November 1998
Marketron Inc. July 1990 - December 1993
KMEN/KGGI July 1988 - July 1990
Skills
Tax Preparation, QuickBooks, Income Tax, Small Business, Bookkeeping, Tax, Tax Returns, Accounting, Tax Law, Strategic Financial..., Accounts Receivable, Finance, Customer Service, Financial Reporting, Management, Financial Planners, General Ledger, Training
Education
University of California, Los Angeles 1984 — 1988
BA, Psychology/Business
University of California, Los Angeles
Bachelor's degree, Psychology
Priya Raghunatha, CBAP®'s Prudential Financial Experience September 2011 - October 2013
Job Business Analyst Team Lead at Knights of Columbus
Industry Information Technology and Services
Experience
Knights of Columbus May 2014 - Present
Knights of Columbus Insurance November 2013 - Present
Prudential Financial September 2011 - October 2013
Affinion Group August 2006 - August 2011
Office Depot 2003 - 2006
Skills
SDLC, Business Analysis, Business Intelligence, Visio, Vendor Management, Process Improvement, Software Documentation, Requirements Analysis, Data Warehousing, Software Project..., Analysis, Management, Leadership, Systems Analysis, IT Management, JAD, Requirements Gathering, Business Requirements, Cognos, IT Solutions, ALM, Solution Architecture, Data Governance, Resource Management, Team Management, Project Planning, Team Leadership
Education
University of Bridgeport 2001 — 2003
Masters in Computer Science, Computer Technology/Computer Systems Technology
Bachelor of Engineering, M.S University, Baroda, India 1994 — 1998
Electronics and Telecommunications
Knights of Columbus May 2014 - Present
Knights of Columbus Insurance November 2013 - Present
Prudential Financial September 2011 - October 2013
Affinion Group August 2006 - August 2011
Office Depot 2003 - 2006
Skills
SDLC, Business Analysis, Business Intelligence, Visio, Vendor Management, Process Improvement, Software Documentation, Requirements Analysis, Data Warehousing, Software Project..., Analysis, Management, Leadership, Systems Analysis, IT Management, JAD, Requirements Gathering, Business Requirements, Cognos, IT Solutions, ALM, Solution Architecture, Data Governance, Resource Management, Team Management, Project Planning, Team Leadership
Education
University of Bridgeport 2001 — 2003
Masters in Computer Science, Computer Technology/Computer Systems Technology
Bachelor of Engineering, M.S University, Baroda, India 1994 — 1998
Electronics and Telecommunications
Patricia Yu's Prudential Financial Experience 1992 - 1993
Job Digital Solutions Product & Marketing Leader
Industry Information Technology and Services
Experience
LifeMap - A Cambia Health Solutions Company 2014 - Present
Regence Blue Cross Blue Shield - A Cambia Health Solutions Co. 2011 - 2014
SumTotal Systems (formerly Accero, Inc.) 2010 - 2011
OCLC/WebJunction 2007 - 2010
ADP/Broadridge Financial Services 2007 - 2007
Charles Schwab 1996 - 2002
Prudential Financial 1992 - 1993
Skills
Forecasting, Product Management, Strategic Planning, Segmentation, Pricing, Budgeting, Product Launch, Product Marketing, Product Strategy, SaaS, Competitive Analysis, Cross-functional Team..., Agile, Market Analysis, Process Improvement, Business Strategy, Business Analysis, Vendor Management, Business Planning, Process Engineering, Market Research, Team Building, Portfolio Management, Enterprise Software, New Business Development, Negotiation, Performance Management, Team Leadership, Strategy Development, Project Portfolio..., Analysis, Competitive Intelligence, P&L Management, Agile Methodologies, Strategy, Go-to-market Strategy, Program Management, Business Development, Management, Start-ups, Product Development, Integrated Marketing, Leadership, Marketing, Strategic Partnerships, Entrepreneurship, Analytics, Training, Product Lifecycle..., Project Planning
Education
University of California, Berkeley
MBA, Business Administration
LifeMap - A Cambia Health Solutions Company 2014 - Present
Regence Blue Cross Blue Shield - A Cambia Health Solutions Co. 2011 - 2014
SumTotal Systems (formerly Accero, Inc.) 2010 - 2011
OCLC/WebJunction 2007 - 2010
ADP/Broadridge Financial Services 2007 - 2007
Charles Schwab 1996 - 2002
Prudential Financial 1992 - 1993
Skills
Forecasting, Product Management, Strategic Planning, Segmentation, Pricing, Budgeting, Product Launch, Product Marketing, Product Strategy, SaaS, Competitive Analysis, Cross-functional Team..., Agile, Market Analysis, Process Improvement, Business Strategy, Business Analysis, Vendor Management, Business Planning, Process Engineering, Market Research, Team Building, Portfolio Management, Enterprise Software, New Business Development, Negotiation, Performance Management, Team Leadership, Strategy Development, Project Portfolio..., Analysis, Competitive Intelligence, P&L Management, Agile Methodologies, Strategy, Go-to-market Strategy, Program Management, Business Development, Management, Start-ups, Product Development, Integrated Marketing, Leadership, Marketing, Strategic Partnerships, Entrepreneurship, Analytics, Training, Product Lifecycle..., Project Planning
Education
University of California, Berkeley
MBA, Business Administration
Damon Kuzniar, ASA's Prudential Financial Experience September 2012 - Present
Job Associate Actuary
Industry Insurance
Experience
Prudential Financial September 2012 - Present
PricewaterhouseCoopers July 2010 - September 2012
DK Appraisals LLC September 2003 - July 2010
SAMET & COMPANY, INC., December 2002 - February 2004
Skills
Life Settlement..., MS Office Suite, Actuarial Science, Actuarial, Financial Reporting, Compliance, Life Settlements, Valuation, Microsoft Office, Insurance, Risk Management, Analysis, Financial Analysis
Education
University of California, Los Angeles 1996 — 2000
BS, Microbiology and Molecular Genetics
Prudential Financial September 2012 - Present
PricewaterhouseCoopers July 2010 - September 2012
DK Appraisals LLC September 2003 - July 2010
SAMET & COMPANY, INC., December 2002 - February 2004
Skills
Life Settlement..., MS Office Suite, Actuarial Science, Actuarial, Financial Reporting, Compliance, Life Settlements, Valuation, Microsoft Office, Insurance, Risk Management, Analysis, Financial Analysis
Education
University of California, Los Angeles 1996 — 2000
BS, Microbiology and Molecular Genetics
Kevin Mui's Prudential Financial Experience June 2008 - November 2008
Job Workers Compensation Analyst at Bolton & Company
Industry Insurance
Experience
Bolton & Company February 2015 - Present
Millenium Corporate Solutions December 2012 - February 2015
Liberty Mutual Insurance November 2008 - December 2012
Prudential Financial June 2008 - November 2008
RC Toy House June 2008 - November 2008
Skills
MS Office Suite, Workers Compensation, Insurance Law, Workers' Compensation..., Microsoft Office, Insurance, Property & Casualty..., Claim, Healthcare, Claims Management, Liability, Commercial Insurance, Commercial Lines, Employee Benefits, Health Insurance, Management
Education
University of California, Riverside 2004 — 2008
Bachelors of Science, Business Administration
Bolton & Company February 2015 - Present
Millenium Corporate Solutions December 2012 - February 2015
Liberty Mutual Insurance November 2008 - December 2012
Prudential Financial June 2008 - November 2008
RC Toy House June 2008 - November 2008
Skills
MS Office Suite, Workers Compensation, Insurance Law, Workers' Compensation..., Microsoft Office, Insurance, Property & Casualty..., Claim, Healthcare, Claims Management, Liability, Commercial Insurance, Commercial Lines, Employee Benefits, Health Insurance, Management
Education
University of California, Riverside 2004 — 2008
Bachelors of Science, Business Administration
Harrold Dang's Prudential Financial Experience September 2007 - June 2008
Job Financial Analyst (FSA) at ABM Industries
Industry Financial Services
Experience
ABM Industries August 2015 - Present
ABM Industries December 2013 - August 2015
ABM Industries June 2012 - December 2013
Top Legal Service October 2009 - June 2012
Prudential Financial September 2007 - June 2008
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Access, Microsoft Word, Customer Service, Time Management, Sales, Event Planning, Analysis, Social Networking, Facebook, Leadership, Financial Analysis, Accounting, Account Reconciliation, GAAP, JD Edwards, Business Intelligence, Financial Accounting, Accounts Payable, Accounts Receivable, Payroll, Marketing
Education
University of California, Riverside 2005 — 2009
Bachelor of Science (BS), Business Administration, Management and Operations
West Covina High School 2001 — 2005
ABM Industries August 2015 - Present
ABM Industries December 2013 - August 2015
ABM Industries June 2012 - December 2013
Top Legal Service October 2009 - June 2012
Prudential Financial September 2007 - June 2008
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Access, Microsoft Word, Customer Service, Time Management, Sales, Event Planning, Analysis, Social Networking, Facebook, Leadership, Financial Analysis, Accounting, Account Reconciliation, GAAP, JD Edwards, Business Intelligence, Financial Accounting, Accounts Payable, Accounts Receivable, Payroll, Marketing
Education
University of California, Riverside 2005 — 2009
Bachelor of Science (BS), Business Administration, Management and Operations
West Covina High School 2001 — 2005
Juan Guzman's Prudential Financial Experience September 2008 - September 2011
Job Senior Vice President at Houlihan Lokey
Industry Banking
Experience
Houlihan Lokey February 2015 - Present
The Blackstone Group September 2011 - January 2015
Prudential Financial September 2008 - September 2011
Bear Stearns July 2007 - June 2008
Putnam Lovell NBF June 2006 - September 2006
Sony Corporation of America May 2003 - August 2005
PricewaterhouseCoopers January 2001 - May 2003
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Capital Markets, Financial Modeling, Financial Advisory, Internal Audit
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master of Business Administration (MBA), Corporate Finance, Law
University of California, Los Angeles 1996 — 2000
BA, Economics, Accounting
Houlihan Lokey February 2015 - Present
The Blackstone Group September 2011 - January 2015
Prudential Financial September 2008 - September 2011
Bear Stearns July 2007 - June 2008
Putnam Lovell NBF June 2006 - September 2006
Sony Corporation of America May 2003 - August 2005
PricewaterhouseCoopers January 2001 - May 2003
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Capital Markets, Financial Modeling, Financial Advisory, Internal Audit
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master of Business Administration (MBA), Corporate Finance, Law
University of California, Los Angeles 1996 — 2000
BA, Economics, Accounting
Patricia Yang's Prudential Financial Experience 2001 - 2003
Job AVP & HR Manager at Pacific Alliance Bank
Industry Banking
Experience
Pacific Alliance Bank 2011 - Present
Chinatrust Bank October 2008 - September 2011
Chinatrust Bank 2003 - 2008
Prudential Financial 2001 - 2003
ING FUND 1999 - 2001
Bank of America 1997 - 1999
Skills
Banking, Recruiting, Talent Acquisition, Employee Relations, Benefits Administration, Payroll, Talent Management, Training, Commercial Banking, Personnel Management, Performance Management, Onboarding, Sourcing, Financial Analysis, Employee Benefits, HR Policies, Human Resources
Education
University of California, Irvine 1993 — 1997
Bachelor's degree, Economics
Pacific Alliance Bank 2011 - Present
Chinatrust Bank October 2008 - September 2011
Chinatrust Bank 2003 - 2008
Prudential Financial 2001 - 2003
ING FUND 1999 - 2001
Bank of America 1997 - 1999
Skills
Banking, Recruiting, Talent Acquisition, Employee Relations, Benefits Administration, Payroll, Talent Management, Training, Commercial Banking, Personnel Management, Performance Management, Onboarding, Sourcing, Financial Analysis, Employee Benefits, HR Policies, Human Resources
Education
University of California, Irvine 1993 — 1997
Bachelor's degree, Economics
Candy Greene's Prudential Financial Experience June 1985 - May 1996
Job CoHost of Chick Chat Talk Radio
Industry Newspapers
Experience
Chick Chat Talk Radio/Renegade Radio 101.3 November 2013 - Present
To Be Announced in Reno August 2013 - Present
Reno Tahoe International Film Festival 2014 - 2015
Reno Tahoe International Film Festival 2014 - 2015
Reno Tahoe International Film Festival 2014 - 2015
Reno Tahoe International Film Festival 2014 - 2015
Reno Gazette-Journal 2006 - August 2013
Gannett - Reno Gazette Journal February 1997 - October 2006
Prudential Financial June 1985 - May 1996
Skills
Real Estate, Newspaper, Advertising, Media Planning, Press Releases, Customer Service, Media Relations, Sales, Sales Management, Digital Media, Strategic Planning, Journalism, SEO, Newspapers, New Business Development, Editing, Event Planning, Account Management, Copywriting, Copy Editing, Public Speaking, Selling, Digital Marketing, Advertising Sales, Social Media Marketing, Social Media, Client Relations Skills, Direct Mail, Integrated Marketing, Publishing, Event Management, Mobile Marketing, Salesforce.com, Media Buying, Trade Shows, Corporate Communications, Newsletters, Direct Marketing, Market Research, SEM, Magazines, Strategic Partnerships, Fundraising, New Media, Business Development, Lead Generation, Strategic Communications, B2B
Education
University of California, Santa Barbara 1978 — 1982
BA, English
Chick Chat Talk Radio/Renegade Radio 101.3 November 2013 - Present
To Be Announced in Reno August 2013 - Present
Reno Tahoe International Film Festival 2014 - 2015
Reno Tahoe International Film Festival 2014 - 2015
Reno Tahoe International Film Festival 2014 - 2015
Reno Tahoe International Film Festival 2014 - 2015
Reno Gazette-Journal 2006 - August 2013
Gannett - Reno Gazette Journal February 1997 - October 2006
Prudential Financial June 1985 - May 1996
Skills
Real Estate, Newspaper, Advertising, Media Planning, Press Releases, Customer Service, Media Relations, Sales, Sales Management, Digital Media, Strategic Planning, Journalism, SEO, Newspapers, New Business Development, Editing, Event Planning, Account Management, Copywriting, Copy Editing, Public Speaking, Selling, Digital Marketing, Advertising Sales, Social Media Marketing, Social Media, Client Relations Skills, Direct Mail, Integrated Marketing, Publishing, Event Management, Mobile Marketing, Salesforce.com, Media Buying, Trade Shows, Corporate Communications, Newsletters, Direct Marketing, Market Research, SEM, Magazines, Strategic Partnerships, Fundraising, New Media, Business Development, Lead Generation, Strategic Communications, B2B
Education
University of California, Santa Barbara 1978 — 1982
BA, English
Karen Cain's Prudential Financial Experience August 2000 - June 2005
Job Director, Program Management Office at HSF Affiliates LLC
Industry Real Estate
Experience
HSF Affiliates LLC December 2012 - Present
Brookfield Residential Property Services December 2011 - November 2012
Prudential Real Estate Affiliates June 2005 - November 2011
Prudential Financial August 2000 - June 2005
Prudential Real Estate and Relocation Services June 1997 - August 2000
Prudential Real Estate and Relocation Services September 1994 - June 1997
Century 21 Corporation September 1983 - September 1994
Skills
PMO, PMP, SDLC, Vendor Management, Software Project..., CMMI, MS Project, Portfolio Management, Business Analysis, Risk Management, Agile Methodologies, Program Management, Visio, Process Improvement, IT Strategy, Relationship Management, Requirements Analysis, Project Management, Agile Project Management, Cross-functional Team..., Strategy, Software Documentation, SharePoint, Business Intelligence, Analysis, Business Process, Software Development, Integration, Information Technology, Management, Strategic Planning, Business Process..., Change Management, Consulting, IT Management, Project Planning, Leadership, Team Leadership, Business Strategy, CRM, Product Management, Quality Assurance
Education
University of California, Irvine 1978 — 1981
HSF Affiliates LLC December 2012 - Present
Brookfield Residential Property Services December 2011 - November 2012
Prudential Real Estate Affiliates June 2005 - November 2011
Prudential Financial August 2000 - June 2005
Prudential Real Estate and Relocation Services June 1997 - August 2000
Prudential Real Estate and Relocation Services September 1994 - June 1997
Century 21 Corporation September 1983 - September 1994
Skills
PMO, PMP, SDLC, Vendor Management, Software Project..., CMMI, MS Project, Portfolio Management, Business Analysis, Risk Management, Agile Methodologies, Program Management, Visio, Process Improvement, IT Strategy, Relationship Management, Requirements Analysis, Project Management, Agile Project Management, Cross-functional Team..., Strategy, Software Documentation, SharePoint, Business Intelligence, Analysis, Business Process, Software Development, Integration, Information Technology, Management, Strategic Planning, Business Process..., Change Management, Consulting, IT Management, Project Planning, Leadership, Team Leadership, Business Strategy, CRM, Product Management, Quality Assurance
Education
University of California, Irvine 1978 — 1981
Ray Schultz's Prudential Financial Experience March 2000 - April 2006
Job Owner, Raymond Creative Group
Industry Graphic Design
Experience
Raymond Creative Group 2007 - Present
PRUDENTIAL RETIREMENT 2001 - 2007
Prudential Financial March 2000 - April 2006
Skills
Direct Mail, Creative Direction, Brochures, Catalogs, Logo Design, Adobe Creative Suite, Graphic Design, Advertising, Web Design, Environmental Graphics, Layout, Art Direction, Flyers, Corporate Branding, Graphics, Posters, Branding & Identity, QuarkXPress, Typography, Brand Development, Pre-press, User Interface Design, Interaction Design, Creative Strategy, InDesign, Illustration, Corporate Identity, Concept Development, Mac, Newsletters
Education
University of Bridgeport 1985 — 1987
Bachelor of Science (B.S.), Graphic Design
Raymond Creative Group 2007 - Present
PRUDENTIAL RETIREMENT 2001 - 2007
Prudential Financial March 2000 - April 2006
Skills
Direct Mail, Creative Direction, Brochures, Catalogs, Logo Design, Adobe Creative Suite, Graphic Design, Advertising, Web Design, Environmental Graphics, Layout, Art Direction, Flyers, Corporate Branding, Graphics, Posters, Branding & Identity, QuarkXPress, Typography, Brand Development, Pre-press, User Interface Design, Interaction Design, Creative Strategy, InDesign, Illustration, Corporate Identity, Concept Development, Mac, Newsletters
Education
University of Bridgeport 1985 — 1987
Bachelor of Science (B.S.), Graphic Design
Ann Reid, MBA's Prudential Financial Experience July 2013 - Present
Job Compliance Analyst at Prudential Financial
Industry Legal Services
Experience
Prudential Financial July 2013 - Present
Skills
Intellectual Property, Mergers, Due Diligence, Legal Assistance, Corporate Governance, Corporate Law, Litigation Support, Westlaw, Legal Research, Litigation, Legal Writing, Leadership, Project Management, Workshop Development, Mergers & Acquisitions
Education
University of Maryland University College
Masters, MBA
University of Central Florida
Bachelors, Legal Studies
Prudential Financial July 2013 - Present
Skills
Intellectual Property, Mergers, Due Diligence, Legal Assistance, Corporate Governance, Corporate Law, Litigation Support, Westlaw, Legal Research, Litigation, Legal Writing, Leadership, Project Management, Workshop Development, Mergers & Acquisitions
Education
University of Maryland University College
Masters, MBA
University of Central Florida
Bachelors, Legal Studies
Patrick J. Maloney's Prudential Financial Experience June 1992 - September 1993
Job Partner, Sheppard Mullin Richter & Hampton LLP
Industry Legal Services
Experience
Sheppard Mullin Richter & Hampton LLP July 2012 - Present
K&L Gates LLP February 2009 - July 2012
Bell, Boyd & Lloyd LLP September 1993 - February 2009
Prudential Financial June 1992 - September 1993
Dewey Ballantine Bushby Palmer & Wood September 1982 - June 1992
Skills
Corporate Governance, Mergers & Acquisitions, Securities, Mergers
Education
University of Chicago Law School 1979 — 1982
Doctor of Law (J.D.), cum laude
University of Chicago 1975 — 1979
Bachelor of Arts (B.A.), cum laude, Political Science and Government
Sheppard Mullin Richter & Hampton LLP July 2012 - Present
K&L Gates LLP February 2009 - July 2012
Bell, Boyd & Lloyd LLP September 1993 - February 2009
Prudential Financial June 1992 - September 1993
Dewey Ballantine Bushby Palmer & Wood September 1982 - June 1992
Skills
Corporate Governance, Mergers & Acquisitions, Securities, Mergers
Education
University of Chicago Law School 1979 — 1982
Doctor of Law (J.D.), cum laude
University of Chicago 1975 — 1979
Bachelor of Arts (B.A.), cum laude, Political Science and Government
Sai Choi Kwan's Prudential Financial Experience 2002 - 2008
Job Franchise Business Owner at C2 Educational Centers, East Brunswick, NJ
Industry Information Technology and Services
Experience
C2 Educational Centers January 2009 - Present
Prudential Financial 2002 - 2008
AT&T 1986 - 1998
Skills
Education Consultation, College Counseling, Supplement Education, Customer Care, Program Management, Business Analysis, Requirements Analysis
Education
University of Washington 1979 — 1985
Ph.D, Computer Science
University of California, Santa Barbara 1977 — 1979
MS, Computer Science and Applied Math
C2 Educational Centers January 2009 - Present
Prudential Financial 2002 - 2008
AT&T 1986 - 1998
Skills
Education Consultation, College Counseling, Supplement Education, Customer Care, Program Management, Business Analysis, Requirements Analysis
Education
University of Washington 1979 — 1985
Ph.D, Computer Science
University of California, Santa Barbara 1977 — 1979
MS, Computer Science and Applied Math
Leila Rohani's Prudential Financial Experience August 1999 - 2012
Job Senior Vice President and Regional Manager
Industry Banking
Experience
Pacific Mercantile Bank 2012 - Present
The Samueli School of Engineering 2013 - Present
The Samueli School of Engineering - UCI 2013 - 2014
Prudential Financial August 1999 - 2012
Imperial Bank March 1997 - August 1999
Bank of America January 1994 - March 1997
Skills
Structured Finance, Commercial Banking, Finance, Mergers, Start-ups, Investments, Financial Analysis, Management, Mergers & Acquisitions, Portfolio Management, Valuation, Credit, Credit Analysis, Venture Capital, Commercial Real Estate, Equities, Loans, Banking, Leveraged Finance, Business Development, Real Estate Economics, Financial Modeling, Accounting, Working Capital..., Real Estate, Emerging Markets, Commercial Lending, Relationship Management
Education
University of Pennsylvania - The Wharton School 2007 — 2007
The Leadership Journey
Center for Creative Leadership - Prudential 2002 — 2002
From Managing to Leading Others
University of California Irvine
MBA, Finance and Marketing
University of California, Irvine
BS in Electrical Engineering
Pacific Mercantile Bank 2012 - Present
The Samueli School of Engineering 2013 - Present
The Samueli School of Engineering - UCI 2013 - 2014
Prudential Financial August 1999 - 2012
Imperial Bank March 1997 - August 1999
Bank of America January 1994 - March 1997
Skills
Structured Finance, Commercial Banking, Finance, Mergers, Start-ups, Investments, Financial Analysis, Management, Mergers & Acquisitions, Portfolio Management, Valuation, Credit, Credit Analysis, Venture Capital, Commercial Real Estate, Equities, Loans, Banking, Leveraged Finance, Business Development, Real Estate Economics, Financial Modeling, Accounting, Working Capital..., Real Estate, Emerging Markets, Commercial Lending, Relationship Management
Education
University of Pennsylvania - The Wharton School 2007 — 2007
The Leadership Journey
Center for Creative Leadership - Prudential 2002 — 2002
From Managing to Leading Others
University of California Irvine
MBA, Finance and Marketing
University of California, Irvine
BS in Electrical Engineering
Jenn Clum's Prudential Financial Experience July 2008 - April 2009
Job Math Teacher 8th grade math at Orange County Public Schools
Industry Financial Services
Experience
Orange County Public Schools August 2009 - Present
Prudential Financial July 2008 - April 2009
Orange County Public Schools September 2003 - July 2008
Instant Tax Service January 2002 - April 2003
Southwest Business Associates January 1999 - April 2000
US Army June 1994 - January 1997
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
University of Central Florida - College of Business Administration 2000 — 2002
BSBA, Accounting
Mohave Community College 1998 — 2000
AS, Business Administration
Orange County Public Schools August 2009 - Present
Prudential Financial July 2008 - April 2009
Orange County Public Schools September 2003 - July 2008
Instant Tax Service January 2002 - April 2003
Southwest Business Associates January 1999 - April 2000
US Army June 1994 - January 1997
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
University of Central Florida - College of Business Administration 2000 — 2002
BSBA, Accounting
Mohave Community College 1998 — 2000
AS, Business Administration
Cheryl White's Prudential Financial Experience August 2008 - May 2009
Job Branch Manager, Wells Fargo Home Mortgage NMLS 459934
Industry Financial Services
Experience
Wells Fargo Home Mortgage June 2009 - Present
Prudential Financial August 2008 - May 2009
Opteum Financial Services January 2006 - June 2007
Ownit Mortgage Solutions September 1999 - December 2005
Skills
Refinance, Residential Mortgages, Loan Origination, Team Building, Sales Management, Underwriting, FHA, First Time Home Buyers, Investment Properties, USDA, Credit, Sales, Loans, Mortgage Lending, Leadership, Mortgage Banking, Training, Mortgage Underwriting, Certified Mortgage..., Commercial Mortgages, Referrals, Finance, FHA financing, VA loans, REO, Loss Mitigation, Short Sales, Real Estate, Government Loans, HUD, Home Equity Lines of..., Commercial Lending, Real Estate Financing, Construction Loans, Banking, Selling, Credit Analysis, Investors, Foreclosures, Reverse Mortgages, Small Business Lending, Home Equity Loans, Loan Servicing, Financial Structuring, Real Estate Transactions, Rates, Investments, Lines Of Credit, Consumer Lending, Risk Management
Education
University of California, Irvine 1981 — 1985
Bachelor of Arts, Psychology
Wells Fargo Home Mortgage June 2009 - Present
Prudential Financial August 2008 - May 2009
Opteum Financial Services January 2006 - June 2007
Ownit Mortgage Solutions September 1999 - December 2005
Skills
Refinance, Residential Mortgages, Loan Origination, Team Building, Sales Management, Underwriting, FHA, First Time Home Buyers, Investment Properties, USDA, Credit, Sales, Loans, Mortgage Lending, Leadership, Mortgage Banking, Training, Mortgage Underwriting, Certified Mortgage..., Commercial Mortgages, Referrals, Finance, FHA financing, VA loans, REO, Loss Mitigation, Short Sales, Real Estate, Government Loans, HUD, Home Equity Lines of..., Commercial Lending, Real Estate Financing, Construction Loans, Banking, Selling, Credit Analysis, Investors, Foreclosures, Reverse Mortgages, Small Business Lending, Home Equity Loans, Loan Servicing, Financial Structuring, Real Estate Transactions, Rates, Investments, Lines Of Credit, Consumer Lending, Risk Management
Education
University of California, Irvine 1981 — 1985
Bachelor of Arts, Psychology
Todd Thakar's Prudential Financial Experience AssociateStradling Yocca Carlson & RauthSeptember 1990 - 1995
Job Vice President at Prudential Financial
Industry Financial Services
Experience
Prudential Financial AssociateStradling Yocca Carlson & RauthSeptember 1990 - 1995
United States Senate 1983 - 1986
Education
University of San Diego School of Law 1987 — 1990
JD, Law
University of Southern California 1982 — 1983
MPA, Public Administration
University of California, Los Angeles 1976 — 1980
Prudential Financial AssociateStradling Yocca Carlson & RauthSeptember 1990 - 1995
United States Senate 1983 - 1986
Education
University of San Diego School of Law 1987 — 1990
JD, Law
University of Southern California 1982 — 1983
MPA, Public Administration
University of California, Los Angeles 1976 — 1980
Natalie Guerrero's Prudential Financial Experience June 2013 - Present
Job Financial Professional Associate
Industry Financial Services
Experience
Prudential Financial June 2013 - Present
UCSD Conference Services June 2010 - November 2012
UCSD Mandeville Auditorium 2007 - 2011
UCSD September 2008 - December 2009
Skills
Medicare, Life Insurance
Education
University of California, San Diego 2006 — 2011
Bachelor's degree, Interdisciplinary Computing and the Arts
Prudential Financial June 2013 - Present
UCSD Conference Services June 2010 - November 2012
UCSD Mandeville Auditorium 2007 - 2011
UCSD September 2008 - December 2009
Skills
Medicare, Life Insurance
Education
University of California, San Diego 2006 — 2011
Bachelor's degree, Interdisciplinary Computing and the Arts
Edward Shen's Prudential Financial Experience January 1997 - June 1999
Job Senior Account Executive at New Century Insurance Services, Inc.
Industry Insurance
Experience
New Century Insurance Services, Inc. July 2001 - Present
AXA Advisors June 2000 - July 2001
John Hancock Life Insurance Company (U.S.A.) June 1999 - June 2000
Prudential Financial January 1997 - June 1999
Skills
Insurance, Professional Liability, Property & Casualty..., Workers Compensation, Commercial Insurance, Umbrella Insurance, Casualty, Liability, D&O, Brokers
Education
University of California Berkeley 1991 — 1996
Bachelor of Arts (B.A.), Economics
New Century Insurance Services, Inc. July 2001 - Present
AXA Advisors June 2000 - July 2001
John Hancock Life Insurance Company (U.S.A.) June 1999 - June 2000
Prudential Financial January 1997 - June 1999
Skills
Insurance, Professional Liability, Property & Casualty..., Workers Compensation, Commercial Insurance, Umbrella Insurance, Casualty, Liability, D&O, Brokers
Education
University of California Berkeley 1991 — 1996
Bachelor of Arts (B.A.), Economics
Annette Annie Taylor's Prudential Financial Experience December 1998 - January 2002
Job Contract Manager / Legal Analyst
Industry Legal Services
Experience
Cardinal Health Sr. Contract AdministratorFresenius Medical CareMarch 2007 - July 2007
Tetra Tech / Whalen September 2003 - April 2005
Prudential Financial December 1998 - January 2002
Corsair Communications / Subscriber, Inc. January 1996 - December 1998
Subscriber 1996 - 1998
Education
University of California, Irvine 1994 — 1996
Paralegal Certificate, Legal
Cardinal Health Sr. Contract AdministratorFresenius Medical CareMarch 2007 - July 2007
Tetra Tech / Whalen September 2003 - April 2005
Prudential Financial December 1998 - January 2002
Corsair Communications / Subscriber, Inc. January 1996 - December 1998
Subscriber 1996 - 1998
Education
University of California, Irvine 1994 — 1996
Paralegal Certificate, Legal
Ken Hurlbert's Prudential Financial Experience April 1973 - April 1987
Job Owner, Golfcraft Custom Clubs
Industry Sporting Goods
Experience
Golfcraft Custom Clubs August 1989 - Present
Prudential Financial April 1973 - April 1987
Skills
Training, Discus
Education
University of California, Los Angeles 1963 — 1965
Ed.D (candidate), University Administration
University of Redlands 1957 — 1961
BA, Psychology/Sociology
Golfcraft Custom Clubs August 1989 - Present
Prudential Financial April 1973 - April 1987
Skills
Training, Discus
Education
University of California, Los Angeles 1963 — 1965
Ed.D (candidate), University Administration
University of Redlands 1957 — 1961
BA, Psychology/Sociology
Corinna Funk's Prudential Financial Experience November 2006 - February 2008
Job Tax Accountant
Industry Telecommunications
Experience
Ingersoll Rand February 2009 - Present
Verizon Business February 2008 - February 2009
Prudential Financial November 2006 - February 2008
Prudential Real Estate Investors June 2005 - November 2006
Education
Rutgers Business School 2004 — 2007
Master of Accountancy, Taxation
Rutgers Business School 2003 — 2004
MBA, Accounting and Finance
University of California, Berkeley 1995 — 1999
BA, Legal Studies
Ingersoll Rand February 2009 - Present
Verizon Business February 2008 - February 2009
Prudential Financial November 2006 - February 2008
Prudential Real Estate Investors June 2005 - November 2006
Education
Rutgers Business School 2004 — 2007
Master of Accountancy, Taxation
Rutgers Business School 2003 — 2004
MBA, Accounting and Finance
University of California, Berkeley 1995 — 1999
BA, Legal Studies
Dinesh Nair's Prudential Financial Experience December 2010 - June 2014
Job Managing Director, Chief Financial Officer at New York Life Investors
Industry Financial Services
Experience
New York Life Investors June 2014 - Present
Prudential Financial December 2010 - June 2014
Prudential Financial May 2006 - November 2010
Prudential Financial September 2004 - May 2006
Prudential Financial April 1999 - September 2004
Prudential Financial June 1997 - April 1999
Wexford Capital 1996 - 1997
Skills
Finance, Investments, Portfolio Management, Private Equity, Fixed Income, Analysis, Auditing, Investment Properties, GAAP, Mutual Funds, Equities, Financial Services, Securities, Risk Management, Asset Management, Process Improvement
Education
MBA, Corporate Finance
Passed CPA Examination
Indian Institute of Chartered Accountants.
Chartered Accountant
University of Calcutta
Bachelor of Commerce (Honors)
New York Life Investors June 2014 - Present
Prudential Financial December 2010 - June 2014
Prudential Financial May 2006 - November 2010
Prudential Financial September 2004 - May 2006
Prudential Financial April 1999 - September 2004
Prudential Financial June 1997 - April 1999
Wexford Capital 1996 - 1997
Skills
Finance, Investments, Portfolio Management, Private Equity, Fixed Income, Analysis, Auditing, Investment Properties, GAAP, Mutual Funds, Equities, Financial Services, Securities, Risk Management, Asset Management, Process Improvement
Education
MBA, Corporate Finance
Passed CPA Examination
Indian Institute of Chartered Accountants.
Chartered Accountant
University of Calcutta
Bachelor of Commerce (Honors)
Theresa Matonak's Prudential Financial Experience June 1987 - January 2004
Job IT Director
Industry Information Technology and Services
Experience
IT consultant Self Employed January 2012 - Present
Marcum LLP October 2010 - December 2011
Stonefield Josephson May 2005 - September 2010
Prudential Financial June 1987 - January 2004
Skills
Vendor Management, Disaster Recovery, Strategic Planning, Project Management, Management, SDLC, Auditing, Virtualization, Mergers, Information Technology, Process Improvement, Business Intelligence, Internal Controls, Data Center, Cloud Computing, Budgets
Education
University of Phoenix 1999 — 2002
MBA, Technology Management
University of California, Los Angeles 1982 — 1986
BS, Chemical Engineering
IT consultant Self Employed January 2012 - Present
Marcum LLP October 2010 - December 2011
Stonefield Josephson May 2005 - September 2010
Prudential Financial June 1987 - January 2004
Skills
Vendor Management, Disaster Recovery, Strategic Planning, Project Management, Management, SDLC, Auditing, Virtualization, Mergers, Information Technology, Process Improvement, Business Intelligence, Internal Controls, Data Center, Cloud Computing, Budgets
Education
University of Phoenix 1999 — 2002
MBA, Technology Management
University of California, Los Angeles 1982 — 1986
BS, Chemical Engineering
Scott R. Stimson's Prudential Financial Experience January 2001 - October 2003
Job Regional Vice President at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management May 2004 - Present
ING U.S. January 2004 - April 2013
Prudential Financial January 2001 - October 2003
MGM Brakes January 1991 - January 2001
Skills
Series 7, Separately Managed..., Mutual Funds, Series 66
Education
University of Charleston 1971 — 1975
Bachelor of Science, Business
Voya Investment Management May 2004 - Present
ING U.S. January 2004 - April 2013
Prudential Financial January 2001 - October 2003
MGM Brakes January 1991 - January 2001
Skills
Series 7, Separately Managed..., Mutual Funds, Series 66
Education
University of Charleston 1971 — 1975
Bachelor of Science, Business
Nadine Okuns's Prudential Financial Experience February 1995 - August 1999
Job Sr. Financial Analyst
Industry Education Management
Experience
Mary Kay June 2007 - Present
UC Riverside December 1999 - Present
Prudential Financial February 1995 - August 1999
Skills
Budgets, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Financial Analysis, Analysis, Accounting, Outlook, Research, Leadership Development, Financial Reporting, Project Management, Community Outreach, Strategic Financial..., Team Building, Microsoft Word, Event Planning, Marketing, Data Analysis, Nonprofits, Coaching, Training, Leadership, Social Networking
Education
University of California, Riverside 2003 — 2005
BS, Political Science
Mary Kay June 2007 - Present
UC Riverside December 1999 - Present
Prudential Financial February 1995 - August 1999
Skills
Budgets, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Financial Analysis, Analysis, Accounting, Outlook, Research, Leadership Development, Financial Reporting, Project Management, Community Outreach, Strategic Financial..., Team Building, Microsoft Word, Event Planning, Marketing, Data Analysis, Nonprofits, Coaching, Training, Leadership, Social Networking
Education
University of California, Riverside 2003 — 2005
BS, Political Science
FRANK TRENTINI, JR's Prudential Financial Experience 1987 - 2000
Job MANAGING MEMBER at BEACON INSURANCE AND INVESTMENT GROUP, LLC
Industry Insurance
Experience
BEACON INSURANCE AND INVESTMENT GROUP, LLC 2000 - Present
Prudential Financial 1987 - 2000
Schiavone Alchemist 1984 - 1987
M 1977 - 1984
Skills
Insurance, Strategic Planning, Underwriting, Property & Casualty..., Investments, Commercial Insurance, Risk Management, New Business Development, Negotiation, Health Insurance, Customer Service, Employee Benefits, Training, Management
Education
University of Bridgeport 1972 — 1976
BS, Industrial Management, Management
BEACON INSURANCE AND INVESTMENT GROUP, LLC 2000 - Present
Prudential Financial 1987 - 2000
Schiavone Alchemist 1984 - 1987
M 1977 - 1984
Skills
Insurance, Strategic Planning, Underwriting, Property & Casualty..., Investments, Commercial Insurance, Risk Management, New Business Development, Negotiation, Health Insurance, Customer Service, Employee Benefits, Training, Management
Education
University of Bridgeport 1972 — 1976
BS, Industrial Management, Management
Diane Huston's Prudential Financial Experience October 2006 - February 2007
Job Creator at Pastel Piñata
Industry Arts and Crafts
Experience
Pastel Piñata January 2014 - Present
Longerdays.com June 2012 - January 2014
Gap Inc. November 2010 - June 2012
Comerica Bank December 2010 - August 2011
Phase 2 Investment Advisers, LLC July 2010 - November 2010
Summit Business and Tax Research January 2007 - January 2008
Prudential Financial October 2006 - February 2007
Anthropologie May 2005 - October 2006
Skills
Time Management, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Social Networking, Social Media, Retail, Marketing, Sales, Financial Services, Customer Satisfaction, Leadership, Administrative...
Education
University of California, Irvine 2006 — 2008
B.A., Business Economics, Managment
Pastel Piñata January 2014 - Present
Longerdays.com June 2012 - January 2014
Gap Inc. November 2010 - June 2012
Comerica Bank December 2010 - August 2011
Phase 2 Investment Advisers, LLC July 2010 - November 2010
Summit Business and Tax Research January 2007 - January 2008
Prudential Financial October 2006 - February 2007
Anthropologie May 2005 - October 2006
Skills
Time Management, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Social Networking, Social Media, Retail, Marketing, Sales, Financial Services, Customer Satisfaction, Leadership, Administrative...
Education
University of California, Irvine 2006 — 2008
B.A., Business Economics, Managment
Jeffrey Collins's Prudential Financial Experience October 2007 - August 2009
Job Sr. Account Executive
Industry Computer Software
Experience
salesforce.com February 2013 - Present
Sammons Retirement Solutions, a member of Sammons Financial Group December 2011 - December 2012
TD Ameritrade 2012 - 2012
Salesforce.com May 2011 - December 2011
LPL Financial September 2009 - May 2011
Prudential Financial October 2007 - August 2009
Pacific Life February 2006 - October 2007
Federated Investors August 2004 - February 2006
Pacific Life September 1999 - July 2004
Skills
Investment Strategies, Mutual Funds, Investment Vehicles, ETFs, Capital Markets, Asset Managment, Asset Allocation, Public Speaking, High-Impact Sales..., Asset Management..., Investment Advisory, Enterprise Technology..., Cloud Applications, Series 7, Life Insurance, Variable Annuities, Asset Management, Fixed Annuities, Retirement Planning, Series 63, Wealth Management, Alternative Investments, Financial Advisory, Investments, Financial Services, Securities, 401k, Retirement, Venture Capital, Separately Managed..., Investment Management, IRAs, Salesforce.com, Relationship Management, Bonds, Portfolio Management, Equities, Wealth, Fixed Income, Business Development, Wealth Management..., Bloomberg, Private Equity
Education
University of California, Santa Barbara 1996 — 2000
BA, Political Science
salesforce.com February 2013 - Present
Sammons Retirement Solutions, a member of Sammons Financial Group December 2011 - December 2012
TD Ameritrade 2012 - 2012
Salesforce.com May 2011 - December 2011
LPL Financial September 2009 - May 2011
Prudential Financial October 2007 - August 2009
Pacific Life February 2006 - October 2007
Federated Investors August 2004 - February 2006
Pacific Life September 1999 - July 2004
Skills
Investment Strategies, Mutual Funds, Investment Vehicles, ETFs, Capital Markets, Asset Managment, Asset Allocation, Public Speaking, High-Impact Sales..., Asset Management..., Investment Advisory, Enterprise Technology..., Cloud Applications, Series 7, Life Insurance, Variable Annuities, Asset Management, Fixed Annuities, Retirement Planning, Series 63, Wealth Management, Alternative Investments, Financial Advisory, Investments, Financial Services, Securities, 401k, Retirement, Venture Capital, Separately Managed..., Investment Management, IRAs, Salesforce.com, Relationship Management, Bonds, Portfolio Management, Equities, Wealth, Fixed Income, Business Development, Wealth Management..., Bloomberg, Private Equity
Education
University of California, Santa Barbara 1996 — 2000
BA, Political Science
Sally Ann Gyurcsak's Prudential Financial Experience August 2005 - Present
Job Producer at Prudential Advertising
Industry Marketing and Advertising
Experience
Prudential Financial August 2005 - Present
Skills
Adobe Creative Suite, Digital Media, Digital Marketing, Video, Video Production, Social Media Marketing, Corporate Communications, Creative Direction, Post Production, Advertising, Online Advertising, New Media, Broadcast, Radio, Content Strategy, Integrated Marketing, Management, Marketing, Marketing Communications, Social Media
Education
The University of Charleston 1986 — 1990
Bachelor's degree, Mass Communications, TV & Video Production
Belleville High School 1982 — 1986
Prudential Financial August 2005 - Present
Skills
Adobe Creative Suite, Digital Media, Digital Marketing, Video, Video Production, Social Media Marketing, Corporate Communications, Creative Direction, Post Production, Advertising, Online Advertising, New Media, Broadcast, Radio, Content Strategy, Integrated Marketing, Management, Marketing, Marketing Communications, Social Media
Education
The University of Charleston 1986 — 1990
Bachelor's degree, Mass Communications, TV & Video Production
Belleville High School 1982 — 1986
Roya Pouldar's Prudential Financial Experience March 2009 - August 2011
Job Insurance agent at Insurance Group
Industry Insurance
Experience
Insurance Group August 2011 - Present
Prudential Financial March 2009 - August 2011
WFG World Group Securities May 2005 - March 2009
Skills
Investments, Small Business, Customer Service, Budgeting, Annuities, Long Term Care, Customer Relations, Term Life Insurance, Retirement Planning, Microsoft Office, Health Insurance, Mutual Funds, Financial Analysis, Sales Management, PowerPoint, Health, Strategic Planning, Employee Benefits, IRA's, Excel, New Business Development, Estate Planning, 401k, Compliance, Risk Management, Word, Problem Solving, Coaching, Team Building, Retirement, Disability Insurance, Business Analysis, Public Relations, Insurance, Financial Planning, Insurance Planning, Series 6, Asset Management, Annuity, Dental, Wealth, Group Benefits, Wealth Management, Securities, Pensions, Business Planning, Portfolio Management, Long-term Care, Universal Life, Wealth Accumulation
Education
UCLA 1980 — 1983
BS, Math
Eteffagh 1976 — 1979
Insurance Group August 2011 - Present
Prudential Financial March 2009 - August 2011
WFG World Group Securities May 2005 - March 2009
Skills
Investments, Small Business, Customer Service, Budgeting, Annuities, Long Term Care, Customer Relations, Term Life Insurance, Retirement Planning, Microsoft Office, Health Insurance, Mutual Funds, Financial Analysis, Sales Management, PowerPoint, Health, Strategic Planning, Employee Benefits, IRA's, Excel, New Business Development, Estate Planning, 401k, Compliance, Risk Management, Word, Problem Solving, Coaching, Team Building, Retirement, Disability Insurance, Business Analysis, Public Relations, Insurance, Financial Planning, Insurance Planning, Series 6, Asset Management, Annuity, Dental, Wealth, Group Benefits, Wealth Management, Securities, Pensions, Business Planning, Portfolio Management, Long-term Care, Universal Life, Wealth Accumulation
Education
UCLA 1980 — 1983
BS, Math
Eteffagh 1976 — 1979
Devon Ruehl's Prudential Financial Experience 1997 - 1997
Job Owner, Devon Ruehl Designs
Industry Marketing and Advertising
Experience
Devon Ruehl Designs 2007 - Present
San Carlos Villagers January 2009 - December 2010
Museum of San Carlos History 2007 - 2010
IP Unity, Inc. 2000 - 2001
Click To Market, Inc. 1999 - 2000
Bridge Pointe Software 1997 - 1999
Prudential Financial 1997 - 1997
Health Systems International 1994 - 1997
Skills
Web Design, Photoshop, Photography, Creative Direction, New Business Development, Digital Marketing, Logo Design, Brochures, Adobe Creative Suite, Art Direction, Direct Marketing, Corporate Communications, Integrated Marketing..., Collateral Management, Collateral Materials..., Collateral Production, Internal & External..., Media Relations, Investor Relations, Financial Reporting, Operating Budgets, Department Budgeting, Budget Reconciliation, Managerial Finance, Financial Audits, Business Process, office infrastructure
Education
Cal State Long Beach 1992 — 1993
Bachelor's degree, Journalism: Minors in Marine Biology & Political Science
UC Berkeley 1985 — 1987
Study Abroad
Devon Ruehl Designs 2007 - Present
San Carlos Villagers January 2009 - December 2010
Museum of San Carlos History 2007 - 2010
IP Unity, Inc. 2000 - 2001
Click To Market, Inc. 1999 - 2000
Bridge Pointe Software 1997 - 1999
Prudential Financial 1997 - 1997
Health Systems International 1994 - 1997
Skills
Web Design, Photoshop, Photography, Creative Direction, New Business Development, Digital Marketing, Logo Design, Brochures, Adobe Creative Suite, Art Direction, Direct Marketing, Corporate Communications, Integrated Marketing..., Collateral Management, Collateral Materials..., Collateral Production, Internal & External..., Media Relations, Investor Relations, Financial Reporting, Operating Budgets, Department Budgeting, Budget Reconciliation, Managerial Finance, Financial Audits, Business Process, office infrastructure
Education
Cal State Long Beach 1992 — 1993
Bachelor's degree, Journalism: Minors in Marine Biology & Political Science
UC Berkeley 1985 — 1987
Study Abroad
William Suh's Prudential Financial Experience November 2003 - October 2005
Job Junior Staff Accountant at J Arthur Greenfield & Co, LLP
Industry Accounting
Experience
J Arthur Greenfield & Co, LLP February 2015 - Present
Kondaur Capital Corporation February 2010 - January 2015
Envision Credit Solutions June 2008 - January 2010
MetroCellular August 2007 - June 2009
First Source Financial November 2005 - June 2007
Prudential Financial November 2003 - October 2005
Skills
Loss Mitigation, Loan Servicing, Mortgage, Foreclosures, Mortgage Industry, REO, FHA, Cash For Keys, Short Sales, Loans, Distressed Property, Credit, Property, Mortgage Lending, Mortgage Banking, Real Estate Financing, Residential Homes, Keys, Refinance, Investment Properties
Education
UCLA Extension - 3.9 GPA 2011 — 2012
Certificate in Accounting
University of California, Riverside 1999 — 2003
Bachelor’s Degree, Business Administration
J Arthur Greenfield & Co, LLP February 2015 - Present
Kondaur Capital Corporation February 2010 - January 2015
Envision Credit Solutions June 2008 - January 2010
MetroCellular August 2007 - June 2009
First Source Financial November 2005 - June 2007
Prudential Financial November 2003 - October 2005
Skills
Loss Mitigation, Loan Servicing, Mortgage, Foreclosures, Mortgage Industry, REO, FHA, Cash For Keys, Short Sales, Loans, Distressed Property, Credit, Property, Mortgage Lending, Mortgage Banking, Real Estate Financing, Residential Homes, Keys, Refinance, Investment Properties
Education
UCLA Extension - 3.9 GPA 2011 — 2012
Certificate in Accounting
University of California, Riverside 1999 — 2003
Bachelor’s Degree, Business Administration
Jennifer Fortier's Prudential Financial Experience 2001 - 2004
Job Service Consultant at Hartford
Industry Insurance
Experience
Hartford November 2004 - Present
Prudential Financial 2001 - 2004
CNA Insurance 1999 - 2001
Education
University of Central Florida 1988 — 1992
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Hartford November 2004 - Present
Prudential Financial 2001 - 2004
CNA Insurance 1999 - 2001
Education
University of Central Florida 1988 — 1992
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Danh Bui's Prudential Financial Experience November 2009 - November 2011
Job Mortgage Professional at Greenlight Loans
Industry Financial Services
Experience
Greenlight Loans May 2014 - Present
Discover Home Loans November 2011 - May 2014
Prudential Financial November 2009 - November 2011
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Insurance, Financial Analysis, Risk Management, Financial Services, Financial Planning, Leadership, Portfolio Management, Life Insurance, Wealth Management, Mortgage Lending, Mortgage Banking, Residential Mortgages, Customer Acquisition, Customer Relations, Customer Service
Education
University of California, Los Angeles 2000 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Greenlight Loans May 2014 - Present
Discover Home Loans November 2011 - May 2014
Prudential Financial November 2009 - November 2011
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Insurance, Financial Analysis, Risk Management, Financial Services, Financial Planning, Leadership, Portfolio Management, Life Insurance, Wealth Management, Mortgage Lending, Mortgage Banking, Residential Mortgages, Customer Acquisition, Customer Relations, Customer Service
Education
University of California, Los Angeles 2000 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Jaison Kachappilly's Prudential Financial Experience 2002 - 2005
Job Project Manager at John Deere
Industry Machinery
Art Robertson's Prudential Financial Experience Insurance AgentLiberty Mutual InsuranceJanuary 2014 - Present
Job Insurance Agent at Liberty Mutual Insurance
Industry Financial Services
Experience
Prudential Financial Insurance AgentLiberty Mutual InsuranceJanuary 2014 - Present
Skills
Series 7, Fixed Annuities, Retirement Planning, Retirement, Series 63, Mutual Funds, Project Management, Public Speaking, Insurance, Management, Customer Service, Microsoft Office, Property & Casualty..., Nonprofits, Community Outreach, Fundraising, Strategic Planning, Team Building
Education
Dallas Theological Seminary 1959 — 1963
ThM, New Testament Greek and Exegesis
University of California, Los Angeles 1956 — 1959
BA Economics, Pre-Law, Applied Economics
Prudential Financial Insurance AgentLiberty Mutual InsuranceJanuary 2014 - Present
Skills
Series 7, Fixed Annuities, Retirement Planning, Retirement, Series 63, Mutual Funds, Project Management, Public Speaking, Insurance, Management, Customer Service, Microsoft Office, Property & Casualty..., Nonprofits, Community Outreach, Fundraising, Strategic Planning, Team Building
Education
Dallas Theological Seminary 1959 — 1963
ThM, New Testament Greek and Exegesis
University of California, Los Angeles 1956 — 1959
BA Economics, Pre-Law, Applied Economics
Duawin Park's Prudential Financial Experience July 2008 - March 2012
Job Principal
Industry Financial Services
Experience
PAMG July 2012 - Present
The Guardian Life Insurance Company of America March 2012 - July 2012
Prudential Financial July 2008 - March 2012
Promark Financial April 2002 - July 2008
Federal Network Services January 2001 - December 2001
Ascolta Training Company January 1997 - December 2000
Skills
Management, Sales, Strategy, Strategic Planning, Sales Management, Financial Services, Program Management, Investments, Marketing, Business Development, Microsoft Office, Leadership, Financial Planning, Portfolio Management, Public Speaking, Marketing Strategy, Financial Analysis, Asset Management, Strategic Financial..., Negotiation, Retirement Planning, Financial Modeling, Mutual Funds, Insurance
Education
UC Irvine
Economics, Economics
PAMG July 2012 - Present
The Guardian Life Insurance Company of America March 2012 - July 2012
Prudential Financial July 2008 - March 2012
Promark Financial April 2002 - July 2008
Federal Network Services January 2001 - December 2001
Ascolta Training Company January 1997 - December 2000
Skills
Management, Sales, Strategy, Strategic Planning, Sales Management, Financial Services, Program Management, Investments, Marketing, Business Development, Microsoft Office, Leadership, Financial Planning, Portfolio Management, Public Speaking, Marketing Strategy, Financial Analysis, Asset Management, Strategic Financial..., Negotiation, Retirement Planning, Financial Modeling, Mutual Funds, Insurance
Education
UC Irvine
Economics, Economics
Andrew Nih's Prudential Financial Experience June 2008 - August 2008
Job Senior Business Analyst at Southern California Gas Company
Industry Utilities
Experience
Southern California Gas Company July 2013 - Present
Southern California Edison January 2010 - July 2013
Southern California Edison May 2009 - January 2010
USC Athletics Department September 2007 - December 2009
Prudential Financial June 2008 - August 2008
Panda Restaurant Group June 2007 - August 2007
Skills
Data Analysis, Program Management, Analysis, Project Management, Business Process..., Visio, Financial Modeling, Financial Analysis, Renewable Energy, Process Improvement, PowerPoint, Forecasting, Cross-functional Team..., Access, Microsoft Office, Project Planning, Marketing, Strategic Planning, Microsoft Excel, Energy, Business Analysis, Analytics, Budgets, Leadership, Market Research, MS Project, Business Strategy, SAP, Business Planning
Education
University of Southern California 2007 — 2009
Bachelor of Science (B.S.), Business Administration
University of California, Irvine 2005 — 2007
Southern California Gas Company July 2013 - Present
Southern California Edison January 2010 - July 2013
Southern California Edison May 2009 - January 2010
USC Athletics Department September 2007 - December 2009
Prudential Financial June 2008 - August 2008
Panda Restaurant Group June 2007 - August 2007
Skills
Data Analysis, Program Management, Analysis, Project Management, Business Process..., Visio, Financial Modeling, Financial Analysis, Renewable Energy, Process Improvement, PowerPoint, Forecasting, Cross-functional Team..., Access, Microsoft Office, Project Planning, Marketing, Strategic Planning, Microsoft Excel, Energy, Business Analysis, Analytics, Budgets, Leadership, Market Research, MS Project, Business Strategy, SAP, Business Planning
Education
University of Southern California 2007 — 2009
Bachelor of Science (B.S.), Business Administration
University of California, Irvine 2005 — 2007
Erick Montiel's Prudential Financial Experience April 2007 - November 2008
Job Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
SunAmerica Financial Group July 2011 - October 2013
Nationwide Insurance December 2008 - July 2011
Prudential Financial April 2007 - November 2008
AXA Distributors January 2002 - April 2007
Skills
Series 7, Series 63, Variable Annuities, Mutual Funds, Fixed Annuities, Wholesale, Sales Management, Sales Presentations, Investment Advisory, Investment Strategies, Retirement Planning, Retirement, 401k, Asset Allocation, Series 65, Series 6
Education
University of California, Berkeley 1993 — 1998
Bachelor's degree, Economics
University of California, Berkeley 1993 — 1998
Bachelor's degree, Biochemistry and Molecular Biology
Morgan Stanley Wealth Management October 2013 - Present
SunAmerica Financial Group July 2011 - October 2013
Nationwide Insurance December 2008 - July 2011
Prudential Financial April 2007 - November 2008
AXA Distributors January 2002 - April 2007
Skills
Series 7, Series 63, Variable Annuities, Mutual Funds, Fixed Annuities, Wholesale, Sales Management, Sales Presentations, Investment Advisory, Investment Strategies, Retirement Planning, Retirement, 401k, Asset Allocation, Series 65, Series 6
Education
University of California, Berkeley 1993 — 1998
Bachelor's degree, Economics
University of California, Berkeley 1993 — 1998
Bachelor's degree, Biochemistry and Molecular Biology
David A. Herrington, MA, MST's Prudential Financial Experience January 2011 - June 2011
Job Tax Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen June 2015 - Present
Grant Thornton LLP October 2013 - June 2015
Cross, Fernandez & Riley, LLP January 2013 - April 2013
Prudential Financial January 2011 - June 2011
University of South Florida April 2008 - March 2010
Skills
Tax Preparation, Accounting, Auditing, Tax Accounting, Corporate Tax, Management, GAAP, Financial Accounting, CCH Research, Tax, SEC Filings, Series 65, Income Tax, US GAAP, Financial Statements, Prospect Research, Tax Advisory, Retirement, IFRS, Financial Reporting, Financial Analysis, Internal Controls
Education
University of Central Florida - College of Business Administration 2011 — 2013
Master of Science (M.S.), Taxation, 3.5
University of South Florida - College of Business Administration 2006 — 2008
Master of Arts (M.A.), Gerontology, 3.1
University of South Florida - College of Business Administration 2002 — 2006
Bachelor of Science in Business Administration (B.S.B.A.), Economics and Finance, 3.4
CliftonLarsonAllen June 2015 - Present
Grant Thornton LLP October 2013 - June 2015
Cross, Fernandez & Riley, LLP January 2013 - April 2013
Prudential Financial January 2011 - June 2011
University of South Florida April 2008 - March 2010
Skills
Tax Preparation, Accounting, Auditing, Tax Accounting, Corporate Tax, Management, GAAP, Financial Accounting, CCH Research, Tax, SEC Filings, Series 65, Income Tax, US GAAP, Financial Statements, Prospect Research, Tax Advisory, Retirement, IFRS, Financial Reporting, Financial Analysis, Internal Controls
Education
University of Central Florida - College of Business Administration 2011 — 2013
Master of Science (M.S.), Taxation, 3.5
University of South Florida - College of Business Administration 2006 — 2008
Master of Arts (M.A.), Gerontology, 3.1
University of South Florida - College of Business Administration 2002 — 2006
Bachelor of Science in Business Administration (B.S.B.A.), Economics and Finance, 3.4
Sita Subramanian's Prudential Financial Experience January 2008 - June 2012
Job Analyst, Health Information Management at Princeton Healthcare System
Industry Hospital & Health Care
Experience
Princeton Healthcare System September 2013 - Present
Prudential Financial January 2008 - June 2012
Prudential Financial January 2001 - June 2007
Prudential Financial January 1996 - December 2000
Skills
Account Reconciliation, Error resolution, Mutual fund accounting, Problem Solving, Procedure Manuals, Procedure Review, Transfer Agency
Education
University of Calcutta
Bachelor of Applied Science (B.A.Sc.)
Princeton Healthcare System September 2013 - Present
Prudential Financial January 2008 - June 2012
Prudential Financial January 2001 - June 2007
Prudential Financial January 1996 - December 2000
Skills
Account Reconciliation, Error resolution, Mutual fund accounting, Problem Solving, Procedure Manuals, Procedure Review, Transfer Agency
Education
University of Calcutta
Bachelor of Applied Science (B.A.Sc.)
Jason Belajack's Prudential Financial Experience October 2010 - October 2012
Job Wealth Manager at Accelerated Capital Group
Industry Financial Services
Experience
University of California, Riverside Wealth ManagerAccelerated Capital GroupMay 2013 - Present
Prudential Financial October 2010 - October 2012
Education
University of California, Riverside 2002 — 2009
Bachelor of Science (B.S.), Applied Mathematics and Economics
University of California, Riverside Wealth ManagerAccelerated Capital GroupMay 2013 - Present
Prudential Financial October 2010 - October 2012
Education
University of California, Riverside 2002 — 2009
Bachelor of Science (B.S.), Applied Mathematics and Economics
Mitch Chamberlain, CFP's Prudential Financial Experience February 1999 - June 2002
Job Vice President, Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2012 - Present
Portello Winecafe January 2005 - Present
Chamberlain Financial Group October 2010 - December 2011
Saybrus Partners / Phoenix May 2008 - October 2010
Merrill Lynch June 2002 - September 2003
Prudential Financial February 1999 - June 2002
Morgan Stanley June 1995 - February 1999
Skills
Asset Allocation, Asset Managment, Mutual Funds, Wealth Management, Investments, Financial Advisory, Investment Management, Investment Strategies, Investment Advisory, Equities
Education
UC Davis
Bachelor of Arts (B.A.), International Relations
Dimensional Fund Advisors January 2012 - Present
Portello Winecafe January 2005 - Present
Chamberlain Financial Group October 2010 - December 2011
Saybrus Partners / Phoenix May 2008 - October 2010
Merrill Lynch June 2002 - September 2003
Prudential Financial February 1999 - June 2002
Morgan Stanley June 1995 - February 1999
Skills
Asset Allocation, Asset Managment, Mutual Funds, Wealth Management, Investments, Financial Advisory, Investment Management, Investment Strategies, Investment Advisory, Equities
Education
UC Davis
Bachelor of Arts (B.A.), International Relations
Donna Keoppel's Prudential Financial Experience January 2004 - Present
Job Director Compliance at Prudential Financial
Industry
Experience
Prudential Financial January 2004 - Present
Skills
Microsoft Word
Education
University of California, Davis
Managerial Economics, Economics
Prudential Financial January 2004 - Present
Skills
Microsoft Word
Education
University of California, Davis
Managerial Economics, Economics
Emilie Van Mau's Prudential Financial Experience August 2008 - 2011
Job UX Research, 508 Compliance, Interaction Design, Gaming, Finance, Government, Security Clearance
Industry Information Technology and Services
Experience
Consumer Financial Protection Bureau April 2014 - Present
High 5 Games June 2012 - April 2014
Thomas Jefferson University Hospitals January 2011 - June 2012
Prudential Financial August 2008 - 2011
Mutual of Omaha 2005 - 2008
Ameriquest Capital Group 2003 - 2005
Skills
Usability, User Experience, User-centered Design, Wireframes, Mobile Applications, Usability Testing, User Research, Heuristic Evaluation, User Interface, Persona, Card Sorting, Contextual Inquiry, Mobile Devices
Education
UCLA 2000 — 2003
Human-Computer Interaction and International Relations, 3.55
Consumer Financial Protection Bureau April 2014 - Present
High 5 Games June 2012 - April 2014
Thomas Jefferson University Hospitals January 2011 - June 2012
Prudential Financial August 2008 - 2011
Mutual of Omaha 2005 - 2008
Ameriquest Capital Group 2003 - 2005
Skills
Usability, User Experience, User-centered Design, Wireframes, Mobile Applications, Usability Testing, User Research, Heuristic Evaluation, User Interface, Persona, Card Sorting, Contextual Inquiry, Mobile Devices
Education
UCLA 2000 — 2003
Human-Computer Interaction and International Relations, 3.55
Jaime Pineda's Prudential Financial Experience November 2014 - Present
Job Executive Assistant
Industry Financial Services
Experience
Prudential Financial November 2014 - Present
Ziff Brothers Investments 2007 - 2013
UBS Investment Bank 2005 - 2007
Kane Kessler, P.C. 2003 - 2005
Skills
Travel Arrangements, Interpersonal Skills, Administrative..., Lotus Notes, Office Management, Outlook, Concur, Office Administration, Data Entry, PowerPoint, Event Planning, Travel Planning, Process Scheduler, Human Resources, Spreadsheets, Executive..., Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Research, Capital IQ, Data Collection, SEC Filings, Executive Calendar..., Factiva, Equities, Thomson One Analytics, Organization Skills, Payroll, Scheduling, Inventory, Switchboard
Education
University of California, Irvine 1994 — 1999
Bachelor of Arts (B.A.), Spanish Language Teacher Education
Prudential Financial November 2014 - Present
Ziff Brothers Investments 2007 - 2013
UBS Investment Bank 2005 - 2007
Kane Kessler, P.C. 2003 - 2005
Skills
Travel Arrangements, Interpersonal Skills, Administrative..., Lotus Notes, Office Management, Outlook, Concur, Office Administration, Data Entry, PowerPoint, Event Planning, Travel Planning, Process Scheduler, Human Resources, Spreadsheets, Executive..., Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Research, Capital IQ, Data Collection, SEC Filings, Executive Calendar..., Factiva, Equities, Thomson One Analytics, Organization Skills, Payroll, Scheduling, Inventory, Switchboard
Education
University of California, Irvine 1994 — 1999
Bachelor of Arts (B.A.), Spanish Language Teacher Education
James C. Davis's Prudential Financial Experience July 2014 - November 2014
Job Senior Corporate Paralegal
Industry Legal Services
Experience
PJT Partners Inc./The Blackstone Group August 2015 - Present
Goldman Sachs May 2015 - August 2015
Osler, Hoskin & Harcourt LLP November 2014 - March 2015
Prudential Financial July 2014 - November 2014
Bracewell & Giuliani LLP August 2012 - July 2013
Morgan, Lewis & Bockius LLP September 2007 - March 2012
Cleary Gottlieb Steen & Hamilton LLP June 1998 - January 2007
Education
University of Bridgeport 1990 — 1994
Associate's Degree, Paralegal
University of Bridgeport 1990 — 1994
Bachelor's Degree, Elective Studies - Social Sciences - History - Political Science - Psychlogy
Brien McMahon
PJT Partners Inc./The Blackstone Group August 2015 - Present
Goldman Sachs May 2015 - August 2015
Osler, Hoskin & Harcourt LLP November 2014 - March 2015
Prudential Financial July 2014 - November 2014
Bracewell & Giuliani LLP August 2012 - July 2013
Morgan, Lewis & Bockius LLP September 2007 - March 2012
Cleary Gottlieb Steen & Hamilton LLP June 1998 - January 2007
Education
University of Bridgeport 1990 — 1994
Associate's Degree, Paralegal
University of Bridgeport 1990 — 1994
Bachelor's Degree, Elective Studies - Social Sciences - History - Political Science - Psychlogy
Brien McMahon
State Farm Insurance
Allstate
State Farm
farmers insurance
Aflac
CIGNA
GEICO
American Family Insurance