Prudential Financial
Industry: Insurance company
DescriptionPrudential Financial, Inc. is an American Fortune Global 500 and Fortune 500 company whose subsidiaries provide insurance, investment management, and other financial products and services to both retail and institutional customers throughout the United States and in over 30 other countries. Headquarters: Newark, New Jersey, United States CEO: Charles F. Lowrey (Dec 1, 2018–) Revenue: 59.69 billion USD (2017) Subsidiaries: PGIM, Gibraltar BSN, PFI Mega Life Insurance,
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16,065 Prudential Financial employees in database. Find out everything there's to know about Prudential Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Prudential Financial Employees
Fidelity Investments July 2014 - Present
Fidelity Investments October 2011 - July 2014
Fidelity Investments May 2011 - October 2011
JPMorgan Chase September 2009 - May 2011
Prudential Financial March 2009 - September 2009
A Spice of Life Catering Services April 2008 - November 2008
Skills
Asset Allocation, Finance, Financial Services, Investments, Retirement Planning, Securities, Wealth Management, Financial Analysis, Investment Strategies, Leadership, Mutual Funds, Series 63, Customer Service
Education
University of Colorado at Boulder 2004 — 2008
Bachelor of Arts (B.A.), Economics
ebm-papst Inc September 2012 - August 2015
Prudential Financial May 2012 - September 2012
TD Bank Group September 2011 - April 2012
UniBank Payment Systems June 2011 - September 2011
Richsync September 2009 - May 2010
Kappa Sigma Fraternity August 2009 - November 2009
Lowes May 2007 - July 2009
Kappa Sigma Fraternity January 2009 - May 2009
Kappa Sigma Fraternity January 2008 - September 2008
Skills
Customer Service, Data Analysis, Problem Solving, Public Speaking, Marketing, Requirements Analysis, Analysis, Call Centers, Requirements Gathering, Recruitment/Retention, Market Analysis, Goal-oriented..., Multi Tasking, Leadership, Time Management, Recruiting, Decision Analysis, Timely Decision Making, Decisiveness, Price Setting, Deadline Oriented, Sales Support Tools, Computers, AS400 system, PowerPoint, Sales, Strategy, Business Development, Microsoft Word, Microsoft Excel, Microsoft Office, Sales Operations, Teamwork
Education
University of Connecticut 2006 — 2011
Bachelor of Science, Resource Economics
New Britain High School 2002 — 2006
General
JW Communications Group February 2015 - Present
Halliburton I Landmark April 2013 - Present
Community and School Volunteer September 2004 - October 2014
University of Houston June 1998 - October 2001
University of Houston June 1994 - June 1998
Prudential Financial June 1992 - June 1994
Skills
Marketing Communications, Public Relations, Event Planning, B2B, Marketing, New Business Development, Event Management, Integrated Marketing, Marketing Management, Content Marketing, Web Content Creation, Strategic Communications, Oil & Gas Industry, Social Media Marketing, Media Relations, Digital Marketing, Corporate Communications, Direct Marketing, Project Management, Lead Generation, Social Media
Education
University of Houston 1997 — 2000
Master's degree, Business/Corporate Communications
University of Cincinnati 1987 — 1992
Bachelor of Arts (BA), Communication and Media Studies
QuEST Global March 2015 - Present
Barnum Engineered Systems Inc November 2014 - February 2015
Prudential Financial November 2013 - June 2014
Brand Acumen, LLC - a Havas Creative Company June 2013 - August 2013
The Daily Campus September 2012 - May 2013
Pioneer Trails Day Camp June 2012 - August 2012
Environment New Jersey April 2012 - June 2012
Fairview Lake YMCA Camps June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Minitab, Economics, Philosophy, Sales, Product Development, Marketing Strategy, Consulting, Team Leadership, Advertising, Analysis, Marketing, Teamwork
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.), Economics / Philosophy, Senior
LongRun Advisers, LLC DirectorLongRun Advisers, LLC2013 - Present
Industrial Developments International 2009 - 2013
The Stornoway Company, LLC 2003 - 2008
Prudential Financial 1982 - 2002
Prudential Financial 1982 - 2002
Skills
Management, Strategic Planning, Business Strategy, Project Management, Customer Service, Microsoft Office, New Business Development, Leadership, Strategy, Negotiation
Education
Illinois Institute of Technology
Certificate, Financial Markets and Trading (Financial Derivatives)
University of Cincinnati
MBA, Finance
University of Cincinnati
BBA, Accounting and Finance
KPMG June 2015 - Present
UConn 2012 - Present
KPMG October 2014 - June 2015
KPMG June 2014 - August 2014
KPMG July 2013 - July 2013
Prudential Financial May 2013 - May 2013
ALPFA 2013 - 2013
Skills
Leadership, Leadership Development, Teamwork, Strategy, Critical Thinking, Management, PowerPoint, Time Management, Finance, Communication, Microsoft Excel, Communication Skills, Financial Accounting, Customer Service, Microsoft Word, Social Media
Education
The University of Connecticut 2012 — 2016
Cumulative GPA: 3.72/4.00
Brien McMahon H.S.
Ameriprise Financial Services, Inc. February 2014 - Present
Prudential Financial 2011 - 2014
University of Colorado Colorado Springs 2009 - 2010
Education
University of Colorado Colorado Springs 2006 — 2010
Bachelors of Science, Marketing
TeleTech September 2015 - Present
TeleTech September 2013 - September 2015
University of Colorado Denver January 2013 - December 2013
Comcast May 2012 - January 2013
Jackson National Asset Management, LLC September 2011 - February 2012
Prudential Financial January 2010 - September 2011
Commercial Openings August 2008 - January 2010
Skills
Financial Analysis, Management, Financial Forecasting, Budget Forecasts, Process Improvement, Corporate Finance, Public Speaking, Business Administration, Budgets, Team Leadership, Business Analysis
Education
University of Colorado Denver 2010 — 2013
Master of Business Administration (MBA), Finance
University of Northern Colorado 2004 — 2008
Bachelor of Science (BS), Business Administration
Pro Park, Inc. July 2013 - Present
Prudential Financial October 2007 - May 2013
Prudential Financial December 2003 - October 2007
Westbrook Technologies Inc. July 2000 - October 2003
Skills
Human Resources, Onboarding, Employee Benefits, Applicant Tracking..., Talent Acquisition, College Recruiting, Recruiting, Employee Relations, Talent Management, HRIS, Succession Planning, Workforce Planning, Temporary Placement, HR Policies, Personnel Management, New Hire Orientations, Benefits Administration
Education
Saint Joseph College
M.S. in Business Management, Business Management, Graduated Cum Laude
The University of Connecticut
B.A., Liberal Arts and Science, Sociology
People's United Bank June 2015 - Present
Union Savings Bank - CT June 2014 - June 2015
People's United Bank March 2011 - June 2014
People's United Bank February 2009 - February 2011
People's United Bank May 2007 - February 2009
People's United Bank January 2006 - May 2007
People's United Bank October 2003 - January 2006
Prudential Financial November 2002 - October 2003
Skills
Commercial Lending, Credit Analysis, Underwriting, Loans, Credit, Banking, Real Estate, Finance, Commercial Banking, Loan Origination, Small Business Lending, Mortgage Lending, Asset Based Lending, Portfolio Management, Retail Banking, Financial Analysis
Education
The University of Connecticut 1998 — 2002
Bachelor of Science, Finance
Amity Regional High School 1994 — 1998
Jama Software May 2015 - Present
Jama Software February 2014 - Present
Merrill Lynch November 2004 - November 2008
Merrill Lynch March 2004 - November 2004
Merrill Lynch March 2000 - March 2004
Merrill Lynch April 1999 - March 2000
U.S. News & World Report May 1998 - January 1999
Prudential Financial March 1997 - May 1998
Xceed Motivation June 1995 - July 1997
Skills
Entrepreneurship, Strategic Planning, New Business Development, Business Strategy, Start-ups, Small Business, Event Management, Contract Negotiation, Budgets, Event Planning, Project Management, Marketing, Business Development, Management, Sales, Team Building, Sales Management, Negotiation, Marketing Strategy, Leadership, Marketing Communications
Education
University of Colorado Boulder 1990 — 1995
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Prudential Financial April 2014 - Present
Allianz Life September 2012 - April 2014
Allianz Life May 2011 - September 2012
Skills
VBA, Access, Word, C++, Actuarial Science, Actuarial, Pricing, Financial Risk, Financial Modeling, Fixed Annuities, Life Insurance, Microsoft Excel, Variable Annuities, Insurance, SQL, MoSes, Risk Management
Education
The University of Connecticut
B.S., Mathematics-Actuarial Science
Prudential Financial July 2013 - Present
Prudential Financial December 2010 - June 2013
Prudential Financial November 2008 - December 2010
Prudential Financial December 2005 - October 2008
Prudential Financial May 2003 - November 2005
Education & Training Programs, Inc. (ETP Inc.) July 2001 - April 2003
Education & Training Programs, Inc. (ETP Inc.) January 2000 - June 2001
Education & Training Programs, Inc. (ETP Inc.) May 1998 - December 1999
Skills
Process Improvement, Project Management, Leadership, New Business Development, Business Development, Marketing, Coaching, Vendor Management, Editing, Management, RFP, Series 6, Quality Management, Team Management, Document Review, Mentoring, RFP Generation, RFP Design, Process Management, Pre-sales, Pre-Sales Initiatives, Proposal Leadership, Sales Process, Mentoring Of Staff, Time Management, Vendor Relationship..., CRM, Relationship Management
Education
University of Phoenix 2001 — 2003
B.S., Business Administration, summa cum laude
The University of Connecticut 1994 — 1996
VOYA May 2014 - Present
ING May 2004 - May 2014
Prudential Financial May 1997 - March 2004
Unum June 1993 - May 1997
Skills
Retirement Planning, Group Insurance, Credit, Life Insurance, Relationship Management, Underwriting, Disability Insurance, Management, Sales Management, Leadership, Sales, Health Savings Accounts, Term Life Insurance, Sales Operations, Strategic Planning, Health Insurance, Employee Benefits, Insurance
Education
University of Colorado at Denver 1996 — 1999
Master of Business Administration (M.B.A.)
University of Colorado at Boulder 1989 — 1993
Finance, General
Prudential Financial January 2013 - Present
Prudential Financial January 2013 - Present
Prudential Financial October 2009 - January 2013
Prudential January 2007 - October 2009
Skills
Series 63, Mutual Funds, Process Improvement, Risk Management, Financial Services, Retirement Planning, Fixed Annuities, Insurance, Investments, Management, Marketing, Leadership
Education
University of Colorado Boulder 1992 — 1995
BA, Sociology
Eastern Connecticut Health Network (ECHN) September 2014 - Present
Forrum Consulting July 2012 - Present
Prudential Financial February 1998 - November 2010
Skills
Series 6, Leadership, Change Management, Process Improvement, Defined Contribution, Defined Benefit, Retirement, Financial Services, Strategy, Pensions, Management, Team Building, 401k, Business Planning, Analysis, CRM, Client Services, ERISA, Employee Benefits, Insurance, Life Insurance, New Business Development, Project Planning, Relationship Management, Risk Management, Series 63, Strategic Planning, Time Management, Variable Annuities, Vendor Management, Marketing Communications, Account Management, Market Research
Education
Goodwin College 2010 — 2013
Nursing and Health Science
The University of Connecticut 1993 — 1996
Psychology
Ferrum College 1992 — 1993
Pre-Medicine/Pre-Medical Studies
ACLU Immigrants' Rights Project May 2015 - Present
Legal Aid Society - Employment Law Center May 2014 - August 2014
Yale University August 2013 - December 2013
University of Connecticut January 2011 - May 2013
Prudential Financial July 2011 - December 2012
Connecticut Commission on Human Rights and Opportunities May 2012 - June 2012
Social Entrepreneur Corps May 2011 - July 2011
Connecticut Office of the Attorney General May 2010 - August 2010
Skills
Leadership, Research, Project Management, Negotiation, Collaboration, Entrepreneurship, Spanish, Training, Finance, Data Analysis, Event Planning, Legal Writing
Education
Yale Law School 2012 — 2016
Juris Doctor
The University of Connecticut 2009 — 2013
BS and BA, Finance and Political Science, Economics Minor
AIG July 2015 - Present
Prudential Financial June 2014 - August 2014
WeatherBELL Analytics, LLC May 2013 - August 2013
Bronxville Field Club May 2012 - August 2012
Candlewood Knolls Children's Program June 2008 - August 2011
Skills
Leadership, Group Work, Critical Thinking, Data Analysis, Microsoft Office, Finance
Education
University of Connecticut
Bachelor of Science in Business Administration (BBA), Finance, General
New Fairfield High School
City of Hartford - Department of Development Services April 2013 - Present
Stackpole Moore Tryon Tuesdays August 2011 - April 2013
Keiler & Company April 2008 - July 2011
Prudential Financial July 2007 - January 2008
Applied Spine Technologies July 2006 - December 2006
Skills
Facebook, Advertising, Marketing, Event Coordination, Brand Development, Development Of..., Creative Direction, Editing, Account Management, Media Planning, Media Buying, Integrated Marketing, Management, B2B, Event Planning, Marketing Communications, Social Media Marketing, Social Media, Public Relations, Public Speaking, Event Management, Social Networking, Marketing Strategy
Education
University of Connecticut 2002 — 2006
Bachelor of Arts (B.A.), History
AmeriCorps September 2015 - Present
Functional Pathways 2014 - 2015
University of Cincinnati June 2012 - December 2013
TriHealth May 2013 - August 2013
Cincinnati Children's Hospital Medical Center May 2012 - August 2012
Community Supports, Inc. June 2011 - September 2011
Civic Garden Center of Greater Cincinnati October 2009 - April 2011
Kennedy Heights Community Center June 2008 - October 2009
Prudential Financial March 2004 - May 2005
Skills
Microsoft Office, Research, Public Speaking, Teaching, Customer Service, Social Media, Higher Education, Event Planning, Editing, Project Management, Nonprofits, Data Analysis, Strategic Planning, Photoshop, Leadership, Community Outreach, Public Relations, Event Management
Education
University of Cincinnati 2008 — 2013
Bachelor's of Science, Public Health Education and Promotion
Arizona Real Estate School 2003 — 2004
Prudential Financial April 2015 - Present
Cigna June 2013 - April 2015
Cigna June 2011 - June 2013
Skills
Health Insurance, Actuarial Science, Data Analysis, Employee Benefits, Financial Analysis, Insurance, Microsoft Excel, Underwriting
Education
University of Connecticut 2007 — 2011
Bachelor of Arts (B.A.), Actuarial Science
AMG Funds July 2007 - Present
Legg Mason & Co., LLC 2005 - 2007
Prudential Financial 1999 - 2004
UBS 1995 - 1999
GE 1985 - 1989
Skills
Operational Excellence, Operations Management, Product Management, Marketing, Mutual Funds, Sales Operations, Investments, Asset Management, Alternative Investments, Series 7, Asset Allocation, Portfolio Management, Managerial Finance, Strategic Financial..., Business Intelligence, Key Account Management, Series 24, Series 65, Chartered Financial..., CAIA, CIMA
Education
University of Connecticut 1977 — 1980
BS, Finance
Prudential Financial June 2012 - Present
Skills
Microsoft Office, Teaching, Curriculum Design, Educational Technology, Communication Skills, Organization, Collaboration, Problem Solving, Critical Thinking, Analysis, Presentation Development
Education
The University of Connecticut 2011 — 2012
Master of Arts (M.A.), Curriculum and Instruction
The University of Connecticut 2007 — 2011
Bachelor of Science (BS), Elementary Education
Prudential Financial January 2013 - Present
Education
University of Connecticut 2001 — 2005
Deloitte Consulting July 2010 - Present
Prudential Financial May 2009 - August 2009
The Hartford May 2008 - August 2008
Skills
Visual Basic, Microsoft Excel, Microsoft Word, PowerPoint, Access, Medical Malpractice, Actuarial Science, Property & Casualty..., SQL, Financial Reporting, Statistics, Casualty Insurance, Insurance
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts (B.A.), Actuarial Science
Mark T. Sheehan 2002 — 2006
High School Diploma
Prudential Financial 2013 - Present
Soergel & Associates, Inc. January 1995 - Present
Goshen Township January 2002 - November 2005
Anthem Insurance Company January 1994 - January 1995
Skills
Certified Employee..., Insurance, Property & Casualty..., Commercial Insurance, Legal Liability, Health Insurance, Liability, Professional Liability, Workers Compensation, Casualty, Underwriting, General Insurance, Commercial Lines, Disability Insurance, Umbrella Insurance, Claim, Brokers, Claims Management, D&O, Term Life Insurance, Life Insurance, Fixed Annuities, 401k
Education
Wharton School of Business
Certified Employee Benefit Specialist, Insurance
University of Cincinnati 1968 — 1972
Bachelor's degree, Psychology
Vodafone Telecom Management Practice May 2013 - Present
Vodafone Telecom Management Practice October 2012 - May 2013
ESPN July 2008 - October 2012
Prudential Financial March 2012 - July 2012
Cartus May 2006 - August 2007
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Analysis, Management, SQL, PowerPoint, Telecommunications, Project Management, Telecom Expense..., Microsoft Word, Access, Outlook, Minitab, SAS, Lotus Notes, Statistics, Databases, Team Leadership, Customer Satisfaction, Customer Service, Process Improvement, Analytic Problem Solving, Team Building, ITIL v3 Foundations..., Business Intelligence, SharePoint, Inventory Analysis, Software Documentation, Business Analysis, Stakeholder Management, Gap Analysis, Ad Hoc Reporting, Troubleshooting, Program Management, Training, Vendor Management, Salesforce.com, BMC Remedy
Education
The University of Connecticut 2007 — 2011
BA
Prudential Financial July 2009 - Present
ING Investment Management May 2005 - July 2009
Skills
Financial Analysis, Forecasting, Bloomberg, Mutual Funds, Portfolio Management, Investments, Fixed Income, Asset Management, Financial Modeling, Financial Reporting, Data Analysis, Bloomberg Terminal, Asset Managment, Access, Capital Markets, Equities, Finance, Databases, Financial Forecasting, Microsoft Excel, Microsoft Access, Morningstar Direct, Factset, 401k, Stable Value, Analysis
Education
University of Connecticut 2006 — 2009
Master of Business Administration, Finance
University of Connecticut 2001 — 2006
Bachelor of Science, Finance
John Hancock Financial Services 2013 - Present
Prudential Financial November 2010 - June 2013
TLCommunications July 2010 - August 2010
Pfizer June 2008 - August 2008
Skills
Series 7, Series 63, Mutual Funds, Spanish-speaking, Italian languages, Variable Annuities, Finance
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts (B.A.), International Relations
University of Buenos Aires
Prudential Financial November 2010 - Present
Prudential Financial 2004 - October 2010
CIGNA Retirement & Investment Services 1994 - 2004
Skills
Client Management, Plant Design, Administrative Oversight, Plan Transition, Investment Oversight, Retirement Planning, Investments, Relationship Management, Oversight, Fixed Annuities, 401k, Series 63, Defined Contribution, Mutual Funds, Securities, CRM, Retirement, Financial Services, Investment Management, Insurance, Management
Education
University of Connecticut 1981 — 1985
Aetna May 2015 - Present
Aetna September 2013 - May 2015
Sedgwick August 2012 - September 2013
Prudential Financial September 2011 - June 2012
Hartford Financial Services Group December 2006 - August 2011
Skills
Oracle E-Business Suite, Microsoft Office, Excel, Pivot Tables, Vlookup, PowerPoint, Word, Outlook, Lotus Notes, Sametime, Brio Query, Essbase, Reconciliation, Accounting, Financial Reporting, GAAP, Controls, Separate Accounts, Account Reconciliation, Microsoft Excel, Sarbanes-Oxley Act, Insurance, Access, Microsoft Word, Internal Controls, Auditing, Property, Internal Audit
Education
University of Phoenix 2009 — 2011
M.S., Accountancy
University of Connecticut 2002 — 2006
B.S., Human Development and Family Studies
East Hartford High School 1998 — 2002
High School Diploma
Benemax, Inc. May 2010 - Present
Allstate Workplace Division April 2009 - May 2010
Assurant Employee Benefits October 2006 - April 2009
Prudential Financial July 2002 - February 2005
Skills
Employee Benefits, Negotiation, Consultative Selling, Dental, Health Insurance, Benefits, Insurance, Claims, Benefits Administration, Disability Insurance, Health, Term Life Insurance, Small Business, Workers Compensation, Sales, Selling, Coaching, Management, Strategic Planning, Human Resources, Strategy, Business Planning, Health Savings Accounts
Education
University of Massachusetts Lowell 2000 — 2002
MBA, Management
University of Connecticut 1996 — 2000
BS, Business Management
Bellingham High School 1993 — 1996
Mederi Caretenders January 2014 - Present
BlueRock Capital Markets June 2012 - January 2014
Prudential Financial September 2006 - January 2010
Johnson & Johnson June 2003 - July 2004
MassMutual Financial Group January 1998 - April 2003
Education
University of Connecticut 1993 — 1996
bachelors, Psychology
Definition 6 January 2014 - December 2014
Elateral January 2012 - December 2013
Silverpop, an IBM Company 2003 - 2012
Experian CheetahMail 2001 - 2003
Whittman-Hart / marchFIRST 2000 - 2001
MessageMedia 1998 - 2000
Exactis 1996 - 1998
Prudential Financial 1990 - 1995
Skills
Sales Process, Customer Relations, Product Development, Online Marketing, Direct Marketing, Salesforce.com, International Sales, Sales Management, Global Business..., Online Advertising, Marketing Automation, Business Development, Channel Partners, SaaS, Customer Service, Email Marketing, Agile Testing, B2B, Strategy, E-commerce, Digital Marketing, Lead Generation, Leadership, CRM, Enterprise Software, Integrated Marketing, Account Management, Sales Operations, Marketing, Management, Sales, Customer Acquisition, Strategic Partnerships, Demand Generation, Multi-channel Marketing, Solution Selling, Product Marketing, B2B Marketing, Go-to-market Strategy, Start-ups, Customer Retention, Product Management, Direct Sales, Analytics, Cloud Computing, Professional Services, Software Industry, Sales Enablement, Mobile Devices, Mobile Marketing
Education
University of Colorado Denver
Business Administration
Prudential Financial September 2014 - Present
Prudential Financial July 2011 - September 2014
Prudential Financial June 2010 - August 2010
Camp Schodack June 2009 - August 2009
Skills
Financial Reporting, Project Management, Microsoft Excel, PowerPoint, Analysis, Microsoft Office
Education
The University of Connecticut 2007 — 2011
BS, Finance
Tucci Lumber Company July 2014 - Present
Foxhall Capital May 2007 - February 2012
Allianz Life February 2005 - September 2006
Prudential Financial July 1995 - February 2005
Skills
Variable Annuities, Mutual Funds, Investment Advisory, Team Building, Team Leadership, Building Relationships, Account Management, Sales, Sales Presentations, Marketing Strategy, Strategic Partnerships, 401k, Territory Management, Territory Development, National Accounts, Separately Managed..., Customer Retention, Customer Service, PowerPoint, Presenter, Series 63, Fixed Annuities, Series 7, Retirement Planning, Sales Force Development, Series 6, Management, Business Planning, Securities, Relationship Building, Investments, Insurance, FINRA
Education
University of Connecticut 1988 — 1993
BA, Economics
Fairfield College Preparatory School 1985 — 1988
Heska Corporation April 2013 - Present
Heska Corporation September 2013 - June 2014
Heska Corporation April 2013 - September 2013
Arbor Force January 2012 - April 2013
Prudential Financial April 2009 - January 2013
Grand Lodge, Fraternal Order of Police November 2004 - August 2009
ICMA-RC December 2006 - April 2009
City of Fort Collins July 1989 - October 2006
Colorado State Lodge Fraternal Order of Police May 2000 - May 2006
Skills
Leadership, Team Leadership, Personnel Management, Time Management, Risk Assessment, Relationship Management, Communication, Police, Training, Fixed Annuities, Policy, Sales, Emergency Management, Management, Public Speaking, Financial Advisory, Criminal Investigations, Public Safety, Law Enforcement, Government, Private Investigations, Strategic Planning, Criminal Justice, Firearms
Education
University of Colorado at Boulder 1985 — 1990
Bachelor's degree, Sociology/Criminology
NewCastle Home Loans 2007 - Present
Prudential Financial February 2004 - March 2007
Morgan Stanley February 1999 - January 2004
Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, Retirement, Retirement Planning, Series 63, Series 7, Finance, Investments, Sales, Loans, Credit, Financial Advisory, Financial Services, Investment Properties, Loan Origination, Mortgage Underwriting, Mutual Funds, Refinance
Education
University of Connecticut
Wilbraham & Monson Academy
Prudential Financial October 2013 - Present
Skills
Recruiting, Leadership, Event Planning, Public Speaking, Project Management, Human Resources, Strategy, Marketing, Public Relations, Interviews, Management, Community Outreach, Career Counseling, Social Media Marketing, Diversity & Inclusion, Coaching, Program Management, Social Media
Education
University of Connecticut
Communication
Farmington Consulting Group September 2008 - Present
Prudential Financial January 2008 - September 2008
Skills
Strategy, Market Research, Marketing, Strategic Planning, Organizational..., New Business Development, Negotiation, Process Improvement, Team Building, Business Strategy, Contract Negotiation, Budgets, Marketing Strategy, Business Planning, Sales Management, Customer Service, Manufacturing, Team Leadership, Leadership, Pricing, Training, Management
Education
University of Connecticut 2004 — 2008
Bachelors, Finance
Prudential Financial Director, Annuity eMarketingPrudential FinancialDecember 2003 - January 2011
American Skandia 1996 - 2003
Skills
Financial Services, Fixed Annuities, SDLC, Business Analysis, Business Development, Insurance, Project Management, Process Improvement, Requirements Gathering, Business Process..., Vendor Management, Mutual Funds, Relationship Management, Risk Management, Cross-functional Team..., Program Management, Analytics, Project Portfolio..., CRM, Strategy, IT Strategy, Outsourcing, PMO, Portfolio Management, Analysis, Business Transformation, Business Process, Change Management, Leadership, PMP, Product Management, Requirements Analysis, Business Intelligence
Education
The University of Connecticut 1992 — 1995
Bachelor of Science (BS), Physics
Worcester Polytechnic Institute 1987 — 1989
Bachelor of Science (BS), Physics
Prudential Financial June 2013 - Present
Waring Bowman Realty February 2011 - Present
Pocono Mountains Association of REALTORS® January 2014 - Present
Waring Systems, LLC June 2006 - Present
Better Homes and Gardens Real Estate Wilkins and Associates 2009 - Present
The Shawnee Inn and Golf Resort 1991 - Present
Time Inc. 1997 - Present
Pocono Mountains Association of REALTORS® January 2010 - December 2013
Prudential Financial September 2010 - June 2013
Realty Executives 2006 - February 2011
Skills
Real Estate, Relocation, Investment Properties, Sellers, Residential Homes, Online Marketing, Short Sales, Enterprise Software, SEO, Databases, Software Development, Sales Management, First Time Home Buyers, New Business Development, Customer Service
Education
University of Colorado Boulder 1977 — 1980
Independent Sales & Marketing Professional December 2014 - Present
Prudential Financial April 2013 - December 2014
Anthem Blue Cross and Blue Shield November 2009 - January 2013
Horner Building Group /Horner Homes, LLC March 2003 - March 2008
M I Homes February 2006 - January 2007
Hearthstone Homes LLC July 1997 - February 2003
Crossmann Communities Of Ohio April 1994 - July 1997
Skills
Sales Management, Strategic Planning, Construction, Customer Service, Selling, Sales, New Business Development, Leadership, Microsoft Excel, Team Building, Direct Sales, Long-term Care, Life Insurance, Marketing, Insurance, Contract Negotiation, Employee Benefits, Account Management, Marketing Strategy, Investments, Management
Education
University of Cincinnati College of Business 1975 — 1980
BBA, Marketing, Finance
All Saints
Sycamore
Prudential Fixed Income June 2013 - Present
Prudential Financial 2011 - May 2013
Citibank June 2011 - September 2011
Franklin Templeton Investments April 2008 - October 2010
Bear Stearns Asset Management July 2006 - March 2008
Self August 2004 - July 2006
Bear Stearns Investment Banking July 2003 - July 2004
Goldman Sachs July 1998 - August 2002
Sony Pictures Entertainment December 1997 - June 1998
Skills
Creative Writing, Editing, Books, Proofreading, Public Speaking, Research, Photography, Teaching, Film, Microsoft Word, Photoshop, InDesign, Customer Service, Microsoft Office, Music, Digital Photography, Hedge Funds, Asset Management, Fixed Income, Investment Banking, Marketing
Education
University of Colorado at Boulder 1991 — 1993
Bachelor's degree, Entrepreneurial and Small Business Management
New York University Gallatin and Stern 1989 — 1991
General, with strong focus on Humanities
Rocky Mountain Jewish Burial Society November 2006 - Present
East Denver Eruv December 1993 - June 2014
Mikveh of East Denver 1998 - 2006
Talmudic Research Institute 1990 - 1999
Sun Ceramics 1986 - 1988
Prudential Financial December 1980 - December 1986
Skills
Sales, Management, Public Speaking, Non-profits, Eruvim, Humor writing, Fundraising, Strategic Planning, Marketing, Event Planning, Teaching, Leadership, Research, Public Relations, Risk Management, Curriculum Design, Volunteer Management, Nonprofits, Pastoral Care, Community Outreach, Grant Writing, Program Development, Editing, Leadership Development
Education
Pirke Shoshanim 2003 — 2007
Smicha in Shabbes and Aveilos
University of Colorado Boulder 1969 — 1974
BA, Communication
Chapeau Couture Hat Boutique August 2010 - Present
Fidelity Investments 2006 - 2008
Prudential Financial 2005 - 2006
Your Neighborhood Healthcare Center 2002 - 2004
Lucent Technologies/ Avaya 1998 - 2001
Skills
Fashion Design, Investments, Sales, Insurance, Annuity Sales, Project Management, Management, Retail, Marketing, Merchandising, Marketing Strategy, Business Planning, Product Development, Sales Management
Education
The Art Institute
Fashion Marketing & Management
University of Cincinnati
Business Administration and Management, General
Jackson National Life Distributors LLC September 2010 - Present
Jackson National Life Distributors LLC December 2007 - August 2010
Jackson National Life Distributors LLC April 2005 - November 2007
Prudential Financial March 2001 - October 2004
Skills
Series 7, Fixed Annuities, Alternative Investments, Variable Annuities, Series 24, Retirement Planning, Cross-functional Team..., Mutual Funds, Series 6, Series 63
Education
University of Colorado Boulder 1992 — 1996
B.S., Finance
Prudential Financial November 2010 - Present
ING May 2003 - November 2010
Guy M Talley Consulting Services December 1997 - May 2003
Aetna Financial Services March 1982 - December 1997
Skills
Identity Management, Enterprise Architecture, Technology Planning, SDLC, Solution Architecture, PMO, Business Process, Project Portfolio..., Integration, Data Warehousing, Requirements Analysis, Data Modeling, Data Integration, Business Intelligence, Architecture, Strategy, Enterprise Software, Application Architecture, IT Strategy, Consulting, SOA, Information Technology, Six Sigma, Governance, IT Management, Information Management, Requirements Gathering, Business Requirements
Education
University of Connecticut
B.S., Finance
Prudential Financial November 2006 - Present
Prudential Financial November 2011 - October 2013
New Haven, CT August 2005 - August 2006
Shelton, CT August 2004 - May 2005
Skills
Annuities, Securities, Risk Management, Mutual Funds, FINRA, Estate Planning, Fixed Annuities, Insurance, Series 63, Variable Annuities, Financial Services, Financial Analysis, Corporate Law, Legal Research
Education
Qunnipiac University School of Law 2002 — 2005
Juris Doctor, Cum Laude, Law
The University of Connecticut 1992 — 1996
Bachelor of Arts, Cum Laude, Political Science
University of Connecticut 1992 — 1996
Bachelor of Arts (B.A.), Political Science
Personal Capital June 2013 - Present
Fortus Acquisitions October 2010 - May 2013
Saratoga Prime Services 2008 - August 2010
Advanced Financial Applications 2007 - 2008
Citi 2005 - 2007
Prudential Financial February 2000 - October 2004
Skills
Alternative Investments, Hedge Funds, Investments, Capital Markets, Marketing, Trading, Wealth Management, Prime Brokerage, Electronic Trading, Hedging, Securities, Fund Of Funds, Asset Management, Investment Strategies, Series 65, Finance, Equities, Investment Management
Education
University of Colorado Boulder 1987 — 1991
The Hill School 1982 — 1987
Jim Hensley December 2014 - Present
Red Capital Group June 2013 - November 2014
Prudential Financial January 2010 - June 2013
Prudential Financial August 2008 - December 2010
Prudential Financial March 2006 - July 2008
Prudential Financial August 2003 - February 2006
Fannie Mae March 2002 - August 2003
Merrill Lynch January 1996 - June 2001
Eagle Realty Group (wholly owned subsidary of Western & Southern Financial Group) September 1992 - December 1995
Western & Southern Financial Group August 1987 - August 1992
Skills
Mortgage Lending, Portfolio Management, Asset Management, Finance, Investment Properties, Real Estate Financing, Loan Origination, Business Development, Investments, Underwriting, Credit, FHA, Real Estate Development, Disposition, Structured Finance, Risk Management, Credit Analysis, Strategic Thinking, Dispositions
Education
University of Cincinnati
Master of Business Administration (M.B.A.), Finance, Marketing
Wabash College
Bachelor's Degree, Economics
Lifestyle Wealth Management December 2012 - Present
RBC Wealth Management October 1995 - December 2012
Prudential Financial September 1989 - October 1995
Skills
Investments, Risk Management, Financial Analysis, Entrepreneurship, Retirement Planning, Strategic Planning, Business Strategy, New Business Development, Business Development, Leadership, Management, Strategy, Banking, Financial Services, Retirement
Education
University of Colorado Boulder 1967 — 1971
Bachelor's Degree, Accounting and Finance
Greeley Central H.S. Greeley, Colo. 80631 1965 — 1967
University of Connecticut September 2012 - Present
Prudential Financial June 2015 - August 2015
Trumbull Racquet Club May 2013 - August 2014
New Haven Open at Yale August 2009 - August 2011
The Alpaca Connection June 2008 - August 2010
Skills
Microsoft Word, PowerPoint, Microsoft Publisher, Microsoft Office, Time Management, Organization, Teamwork, Critical Thinking, Lesson Planning, Skill Assessment, Team Leadership, Social Media, Public Speaking, Event Planning
Education
University of Connecticut 2012 — 2016
Bachelor of Science (BS), Finance, General, Junior
Shelton High School 2008 — 2012
Prudential Financial June 2012 - Present
Skills
Business Analysis, Financial Analysis, Insurance, Leadership, Management, Marketing, Microsoft Excel, PowerPoint, Project Management, Risk Management
Education
University of Connecticut 2007 — 2012
Bachelor's degree, Economics, journalism and English literature
Compliance Risk Concepts ("CRC") January 2014 - Present
CIT May 2012 - January 2014
Societe Generale December 2006 - May 2012
Bank of America March 2005 - November 2006
Deutsche Bank 1998 - 2005
Prudential Financial November 1996 - March 1998
Skills
AML, Securities, FINRA, Equities, Securities Regulation, OFAC, Capital Markets, Series 7, USA PATRIOT Act, Prime Brokerage, Investment Banking, Financial Risk, Investment Advisory, Derivatives, Fraud, Dodd-Frank, Volcker Rule, Chief Compliance Officer, Bank Compliance, Compliance, Hedge Funds, Financial Regulation, Financial Services, Risk Management, Trading, Financial Markets, Fixed Income, Bank Secrecy Act, KYC, Broker-Dealer, Series 24, Operational Risk..., Regulations, Corporate Governance, Series 63, Alternative Investments, Sanction, Options, Structured Products, Financial Institutions, Anti Money Laundering
Education
University of Denver - Sturm College of Law 1992 — 1995
JD
University of Colorado at Boulder 1988 — 1992
BA
Student Activities Business Office (UConn) January 2014 - Present
EY June 2015 - August 2015
Milliman December 2014 - January 2015
Travelers May 2014 - August 2014
ING U.S. Investment Management December 2013 - May 2014
Prudential Financial June 2013 - August 2013
Skills
Fixed Income, Underwriting, Bloomberg, Strategic Financial..., Financial Risk, Analysis, Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Customer Service
Education
The University of Connecticut 2012 — 2016
Bachelor’s Degree
Business Connections October 2009 - Present
Cartus August 2011 - Present
Cartus June 2011 - August 2011
Forester Capital, LLC March 2011 - March 2011
Prudential Financial October 2010 - February 2011
Ridgefield Board of Education May 2007 - October 2010
University of Connecticut August 2008 - May 2010
Connecticut Public Broadcasting January 2009 - May 2009
Skills
Social Networking, Event Planning, Social Media, Sales, Customer Service, Microsoft Office, Public Speaking, Editing, Creative Writing, Blogging, Outlook, PowerPoint, Research, Public Relations, Facebook, Teamwork, Microsoft Word, Microsoft Excel, Human Resources, HTML, Social Media Marketing, Marketing Communications, Event Management, Advertising, Spanish, Management, SharePoint, Leadership, Dreamweaver, Inventory Management, InDesign, Cpr Certified, Tutoring, Poetry, First Aid, Writing, Photoshop, Press Releases, Customer Relations, Copywriting, Lotus Notes, Access, Problem Solving, Graphic Design, Administration, Scheduling, Journalism, Web Design, SQL, Oracle
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts, English, with a Minor in Entrepreneurship
Ridgefield High School
Cigna November 2013 - Present
Optum April 2010 - October 2013
Prudential Financial April 2004 - October 2009
Cigna Investment Management July 2001 - March 2004
Cigna Investment Management January 1995 - June 2001
Cigna Investment Management May 1989 - December 1994
Military Intelligence, U.S. Army August 1982 - August 1985
Skills
Process Improvement, Waterfall, Visio, SDLC, Business Analysis, Project Management, Quality Assurance, PMP, Business Intelligence, Management, Leadership, Requirements Gathering, Project Planning, Analytics, Access, SQL, Business Process..., Project Portfolio..., Vendor Management, Strategy, Program Management
Education
Project Management Institute
PMP, Project Management Professional
University of Hartford 1992 — 1995
MBA, Management Information Systems (MIS)
University of Connecticut 1986 — 1988
BA, Political Science
Shaped By Sherri December 2014 - Present
Stanadyne LLC November 2014 - Present
Bareburger Group LLC May 2012 - Present
Prudential Financial June 2014 - August 2014
University of Connecticut Digital Media Department August 2013 - June 2014
AFRSports.com January 2013 - May 2014
Shortened Attention Span April 2007 - August 2013
Skills
Social Media Marketing, Social Media, Public Speaking, Marketing, Customer Service, Event Planning, Microsoft Excel, Social Networking, Microsoft Word, Microsoft Office, Facebook, Marketing Communications, PowerPoint, Teamwork, Advertising, Photoshop, Leadership, Conjoint Analysis, Survey Design, Strategy, Writing, Google Analytics
Education
University of Connecticut 2013 — 2015
MBA '15, Marketing Intelligence
Wagner College 2000 — 2004
BA, Theatre and Speech
New York Life Investment Management LLC June 2013 - Present
J.P. Morgan July 2011 - June 2013
Prudential Financial September 2010 - February 2011
Deutsche Bank March 2009 - March 2010
Webster Investment Services May 2008 - August 2008
Skills
bank loans, bank debt, Advent Geneva, Wall Street Office, Sunguard InvestOne..., Hedge Fund..., Position Reconciliations, Cash Reconciliations, Project Management, Clearpar, Trade Capture, Trade Settlement, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Hedge Fund Operations, Hedge Funds, Trading, Portfolio Management, Loans, Settlement, Securities, Bonds, Investments, Analysis, Bloomberg, Commodity, Fixed Income, Fund Administration, Account Reconciliation, PowerPoint, Derivatives, Bloomberg Terminal, Investment Banking, FX Options, Wall Street, Axys
Education
University of Cambridge International Examinations 2009 — 2010
Certificate, Managing Teams and Information
The University of Connecticut 2004 — 2008
BS, Finance Major, Economics Minor, 3.7 Cumulative GPA; 3.9 Major GPA
Prudential Financial October 2015 - Present
Prudential Financial October 2014 - October 2015
Prudential Financial May 2013 - October 2014
AXA Equitable July 2011 - May 2013
AXA Equitable June 2010 - August 2010
Skills
Finance, Data Analysis, Analysis, Project Management, Business Analysis, Process Improvement, Financial Reporting, Risk Management, Internal Process..., Forecasting, P&L Analysis, Presentations
Education
The University of Connecticut 2007 — 2011
Bachelor of Science (B.S.), Finance
The Institute at Palazzo Rucellai 2009 — 2009
Minor, International Studies
Bridgewater-Raritan High School 2003 — 2007
Liberty Mutual Insurance October 2014 - Present
Prudential Financial October 2009 - October 2014
Par Pool and Spa May 2006 - September 2009
A Step Above Catering September 2006 - May 2007
Skills
Customer Service, Financial Services, Variable Annuities, Licensing, Peer Mentoring, Phone Etiquette, Data Processing
Education
University of Connecticut 2005 — 2009
Bachelor of Arts (B.A.), Political Science
Prudential Financial March 2015 - Present
Grant Thornton LLP May 2012 - March 2015
McGladrey September 2007 - May 2012
Skills
Auditing, Financial Reporting, Certified Public..., GAAP, Internal Controls, Analysis, Budgets, Audits of Employee..., High Achiever, Accounting, Assurance, Financial Statements, Sarbanes-Oxley Act, SEC filings, Income Tax, US GAAP, Variance Analysis, External Audit, Consolidation, Financial Accounting, CPA
Education
University of Connecticut 2007 — 2008
Masters of Science, Accounting
University of Connecticut 2003 — 2007
Bachelor of Science, Business Administration, Accounting
Waterway Gas & Wash April 2002 - Present
Prudential Financial June 2015 - August 2015
Skills
Customer Service, Management, Leadership, Sales, Team Building, Recruiting, Training, Financial Analysis, Retail, Microsoft Office, Inventory Management
Education
University of Colorado Denver 2013 — 2015
BSBA, Finance
Prudential Financial August 2014 - Present
Prudential Financial July 2013 - July 2014
Jackson Grant December 2011 - January 2012
University of Connecticut July 2011 - July 2011
Labaton Sucharow LLP June 2010 - August 2010
Skills
Matlab, Data Analysis, Intermediate Spanish, Microsoft Office, Access, Microsoft Excel, Leadership, Finance
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (BS), Finance major, Spanish minor, 3.55
Prudential Financial September 2014 - Present
Prudential Financial September 2013 - September 2014
Edge Technology Services May 2013 - September 2013
Corporate IT January 2013 - May 2013
Edge Technology Services September 2011 - December 2012
Cigna March 2009 - September 2011
MassMutual Financial Group October 2008 - February 2009
The Hartford September 2007 - October 2008
The Hartford February 2006 - September 2007
Prospect Financial Services March 2004 - April 2005
Skills
Visio, Axure RP, Usability Testing, Morae, User Experience, User-centered Design, Usability Engineering, Web Design, Usability Design, User Interface Design, Agile Methodologies, Business Analysis, Web Analytics, Strategy, Information Architecture, Vendor Management, CSS, HTML, CRM, Usability, Dreamweaver, User Acceptance Testing, SharePoint, Web Development, Web Applications, Requirements Gathering, Access, Cross-functional Team..., XML, Flash, Business Process, Photoshop, Illustrator, Media Production, Corporate Websites, Concept Design, Process Flow, Website Testing, Website Construction, Business Strategy, Customer Insight, Print Production, Digital Media, Production Support, Root Cause Analysis, User Stories, Waterfall, Process Mapping, Business Process..., Business Requirements
Education
University of Connecticut 1989 — 1994
BFA
Prudential Financial September 2014 - Present
Prudential Financial January 2012 - September 2014
Prudential Financial February 2010 - January 2012
University of New Haven April 2009 - February 2010
Juran Institute, Inc. May 2006 - January 2010
Skills
Public Relations, Event Management, Writing, Advertising, PowerPoint, Media Relations, Management, Training, Sales, Business Development, Leadership, Lead Generation, Marketing Strategy, Marketing, Public Speaking, Business Strategy, Financial Services, Social Media, Strategy, Investments
Education
University of New Haven 2009 — 2010
MBA
University of Connecticut 2002 — 2006
Bachelor's Degree, International Business
Prudential Financial March 2015 - Present
Prudential Financial January 2013 - February 2015
The Hartford September 2011 - December 2012
Travelers January 2011 - September 2011
Travelers July 2007 - September 2011
Travelers Insurance April 2008 - November 2008
Travelers Insurance February 2006 - July 2007
Skills
Property & Casualty..., General Insurance, Insurance, Account Management, Competitive Analysis, Financial Services, Marketing, Marketing Management, Project Management, Strategic Planning
Education
University of Connecticut 2001 — 2005
Business, Marketing
HM Life Insurance Company of New York December 2008 - Present
Prudential Financial July 2004 - July 2008
Hartford Life January 1999 - March 2004
Hartford Life March 1990 - January 1999
Skills
Employee Benefits, Insurance, Disability Insurance, Underwriting, Health Insurance, Claim, Reinsurance, Healthcare, Sales Management, Term Life Insurance, Life Insurance, Financial Risk, Sales, Selling, Claims Management, Account Management, Managed Care, Customer Retention, Brokers, Long-term Care, New Business Development, Management, Health Savings Accounts, Group Insurance, Retirement, Accident, ERISA
Education
ICCIE 2006 — 2007
ACI, Captive Insurance
The University of Connecticut
Bachelor of Science (BS), Marketing & Accounting
JVB Financial Group, LLC November 2013 - Present
Cortview Capital Markets/Pierpont Securities June 2012 - September 2013
Bank of Montreal November 2010 - April 2012
SunTrust Bank January 2008 - September 2010
Prudential Financial March 1998 - October 2007
Salomon Brothers October 1986 - March 1998
Skills
Electronic Trading, Structured Products, Series 24, Swaps, New Business Development
Education
University of Colorado Boulder 1981 — 1985
Business/Managerial Economics
Prudential Financial September 2004 - Present
John Hancock June 2001 - September 2004
Skills
Marketing, Series 63, Management, Mutual Funds, Retirement Planning, Fixed Annuities, Asset Management, Strategic Partnerships, Series 6, Product Marketing, Insurance, Vendor Management, Retirement, Investments, Financial Services, Marketing Communications, Series 7, FINRA, Life Insurance, Direct Marketing, Relationship Management, Social Media, Disability Insurance, Digital Marketing, Competitive Analysis, Email Marketing, Marketing Strategy, Variable Annuities, Business Development, Sales, Strategic Planning, Integrated Marketing
Education
University of Connecticut 1989 — 1993
BA, Political Science/History
Prudential Financial July 2014 - Present
International Privacy Law Salon January 2014 - Present
American Express July 2007 - July 2014
Skills
Compliance, Privacy, Policy, Data Privacy, Merchant Services, Privacy Law, Licensing, AML, Information Management, Governance, Management, Intellectual Property, Enterprise Risk..., Corporate Governance, Analytics, Operational Risk..., Information Security..., Financial Services, Credit Cards, Data Security, Strategic Partnerships, Information Security, Strategy, Program Management, Operational Risk, Securities Regulation, Regulations, Data Governance, PCI DSS, Relationship Management, Executive Management, Financial Regulation, Risk Management, Due Diligence, Training, Legal Compliance
Education
The College of William and Mary
JD
University of Colorado Boulder
Bachelor of Arts (BA), English/History
Prudential Financial September 2014 - Present
Prudential Financial January 2013 - September 2014
Prudential Financial January 2007 - January 2013
Skills
Requirements Analysis, Business Analysis, Vendor Management, Requirements Gathering, SDLC, Business Process..., Business Development, Change Management, PMO, Process Improvement, Project Management, Financial Services, Cross-functional Team..., Insurance, Risk Management, Program Management, Software Project...
Education
The University of Connecticut 1991 — 1995
Bachelor of Arts (B.A.), Communication, General
Arbor Commercial Mortgage October 2014 - Present
Standard & Poor's September 2013 - September 2014
Bank of America Merrill Lynch October 2009 - September 2013
Prudential Financial April 2004 - September 2008
CIGNA March 2003 - March 2004
Skills
Fixed Income, Derivatives, Structured Products, Valuation, Trading, Financial Structuring, CDS, Securities, CDO, Hedging, CMBS, Interest Rate Swaps, Loans, Proprietary Trading, Economics, Structured Finance, Bonds, Financial Modeling
Education
University of Connecticut 1998 — 2002
BS, Finance
University of Connecticut 1998 — 2002
BA, Mathematics
The Hartford Insurance Group 2012 - Present
The Hartford 2005 - 2012
Prudential Financial 2003 - 2005
Skills
Insurance, Underwriting, Business Analysis, Property & Casualty..., Financial Services
Education
University of Connecticut 1983 — 1987
Sun Products Corporation January 2012 - July 2012
Pepperidge Farm October 2011 - January 2012
Maclaren May 2011 - September 2011
Maclaren September 2010 - May 2011
Maclaren June 2009 - September 2010
Maclaren July 2008 - June 2009
Prudential Financial June 2007 - August 2007
Cystic Fibrosis Foundation January 2007 - May 2007
Heaven Day Spa May 2005 - May 2007
Skills
Consumer Products, Brand Management, Forecasting, Pricing, Sales Operations, Management, Product Management, Sales, Marketing, Logistics, Retail, Product Development, CRM, Account Management
Education
University of Connecticut 2004 — 2008
BA, Communication Sciences
Shelton High School 2000 — 2004
Prudential Financial January 2014 - Present
Prudential Financial October 2011 - Present
Prudential Financial September 2010 - October 2011
Prudential Financial September 2009 - September 2010
Prudential Financial July 2008 - January 2010
Prudential Financial April 2006 - June 2008
Prudential Financial April 2004 - April 2006
CIGNA December 2001 - April 2004
TimesSquare Capital Management September 1999 - December 2001
Deloitte June 1995 - September 1999
Skills
Series 6, Investments, Customer Relations, Client Service, Securities, Accounting, Strategic Planning, 401k, Business Development, Customer Service, Financial Services, Insurance, Management, Retirement, Sales Management, Strategy
Education
University of Connecticut 1992 — 1996
BS, Honors Accounting
Pacific Capital Resource Group December 2014 - Present
Seattle Sneaker City October 1997 - Present
Prudential Financial November 2013 - December 2014
Carney & Marchi, P.S. April 2008 - October 2013
Sur La Table June 2009 - March 2011
Williams-Sonoma, Inc. November 1999 - May 2009
Education
University of Illinois at Chicago 1998 — 2002
University of Connecticut 1994 — 1998
Enlightenment Media Inc April 2008 - Present
Gourmet Steak & Seafood Inc. December 1995 - July 2005
Prudential Financial July 1995 - October 1997
Education
University of Colorado Boulder 1991 — 1995
BA, Communication
Prudential Investments sys analysis & dev specialistPrudential RetirementsSeptember 1996 - Present
Prudential Financial 1996 - Present
Education
University of Connecticut
B.S., Pharmacy
Tsunami Tsolutions LLC. May 2013 - Present
Selective Insurance December 2011 - Present
Yale University October 2012 - April 2013
CIGNA Healthcare June 2010 - August 2012
Prudential Financial May 2004 - October 2009
West Indian American 2007 - 2009
CIGNA Healthcare January 1996 - April 2004
CHARTER OAK RICE HEIGHTS HEALTH CENTER June 1994 - January 1996
Urban League of Greater Hartford 1992 - 1994
Skills
Analysis, Production Support, Training, Research, DB2, ASP.NET, Access, Budgets, Business Analysis, Business Development, Business Requirements, C#, CICS, COBOL, Cross-functional Team..., Customer Service, Data Analysis, Data Migration, Data Warehousing, Databases, Finance, HIPAA, Health Insurance, Human Resources, IT Strategy, Insurance, Integration, JCL, Leadership, Mainframe, Management, Microsoft Excel, Microsoft SQL Server, Oracle, Process Improvement, Program Management, Project Management, Quality Assurance, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, SQL, SharePoint, Software Documentation, Software Project..., Strategic Planning, Strategy, Systems Analysis, Team Leadership
Education
University of Connecticut 1993 — 1995
MBA, Finance
New York Life Insurance Company March 2015 - Present
Deloitte November 2013 - February 2015
Prudential Financial February 2011 - October 2013
Prudential Financial February 2010 - January 2011
Prudential Financial October 2007 - January 2010
Skills
Financial Risk, Analytics, Actuarial Science, Valuation, Insurance
Education
The University of Connecticut
Bachelor's degree, Economics
The University of Connecticut
Bachelor's degree, Mathematics and Actuarial Science
Aetna April 2006 - Present
CIGNA February 2002 - March 2006
Prudential Financial February 2002 - January 2006
ING January 2000 - January 2002
Andersen Consulting September 1989 - November 1999
Accenture 1989 - 1999
Combustion Engineering 1986 - 1989
Skills
Agile Methodologies, Business Analysis, Business Intelligence, Business Requirements, Cross-functional Team..., Management, Databases, Business Process..., Data Modeling, Data Warehousing, Enterprise Architecture, Enterprise Software, Governance, Healthcare Information..., IT Strategy, Human Resources, Integration, Leadership, Operations Management, Outsourcing, PMO, Process Improvement, Program Management, Project Management, Project Portfolio..., Requirements Analysis, SDLC, SOA, Strategic Planning, Strategy, Team Building, Vendor Management
Education
University of Connecticut 1986 — 1989
MBA, Management Science
University of Connecticut 1982 — 1986
BS, Management Science
Prudential Financial June 2004 - Present
Skills
Defined Benefit, Vendor Management, Coaching, Process Improvement, SDLC, Leadership, Financial Services, Employee Benefits, Investments, Retirement Planning, Retirement, Deferred Compensation, 401k, Series 7, Mutual Funds, Pensions, Series 63, Series 6, Insurance, Fixed Annuities, Life Insurance
Education
University of Connecticut 1997 — 2001
Business Administration
Prudential Financial May 2004 - Present
CIGNA June 1992 - May 2004
Coopers & Lybrand Consulting June 1989 - May 1992
Skills
Mutual Funds, Investments, Risk Management, Insurance, Financial Modeling, Strategic Financial..., Business Analysis, Portfolio Management, Series 63, Banking
Education
University of Hartford 1992 — 1996
Master of Business Administration (MBA), Accounting and Finance
The University of Connecticut 1985 — 1989
Bachelor of Applied Science (BASc), Accounting
David E. Zeller Insurance Agency, Inc. April 1978 - Present
Prudential Financial January 1969 - April 1978
Skills
Commercial Lines, Insurance, Casualty, Employee Benefits, Customer Service, Liability Analysis, Surety Bonds, Professional Liability, Umbrella Insurance, Captives, Group Insurance, Inland Marine, Legal Liability, Employment Practices..., Commercial Insurance, Universal Life, Disability Insurance, D&O, Property & Casualty..., Classic Car, Insurance Brokerage, Term Life Insurance, Homeowners, Health Insurance, Whole Life, Liability, Property Damage, Workers Compensation, Life Insurance, Renters, Surety, General Insurance, Boating, Hot Rods, Flood Insurance
Education
University of Colorado at Boulder 1964 — 1969
BS in Marketing, Business/Commerce, General
EY 2014 - Present
Prudential Financial 2013 - 2013
M&T Bank 2007 - 2012
KeyBank 2002 - 2007
Skills
Credit Analysis, Commercial Lending, Private Equity, Banking, Credit, Financial Modeling, Accounting, Mergers & Acquisitions, Corporate Development, Credit Risk, Cash Flow Lending, Asset Based Finance, Financial Analysis, Strategy, Portfolio Management, Valuation
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance & Strategy
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science (BS), Finance
Prudential Financial 2004 - Present
Skills
Investment Management, Strategic Leadership, Asset Allocation, Asset Managment, Sales Management, Public Speaking, Investments, 401k, Due Diligence, Life Insurance, Defined Benefit, New Business Development, Asset Management, Pensions, Retirement, Change Management, Banking, Cross-functional Team..., Capital Markets, Investment Strategies, Team Building, Financial Analysis, Series 7, Hedge Funds, Retirement Planning, Business Strategy, Alternative Investments, Relationship Management, Financial Modeling, Fixed Annuities, Business Development, Defined Contribution, Wealth Management, Mutual Funds, Credit, Valuation, Employee Benefits, Risk Management, Series 63, Process Improvement, Equities, Equity Research, Securities, Investment Advisory, Strategic Financial..., Mergers, Sales, Leadership, Financial Services, Series 6
Education
St. Joseph's College
Bachelor of Arts (B.A.), Finance, General
The University of Connecticut
Master of Business Administration (MBA), Finance, General
New Horizons Computer Learning Centers July 2014 - Present
Ameriteach March 2013 - July 2014
New Horizons CLC December 2005 - March 2013
New Horizons Computer Learning Center October 1996 - December 2005
Prudential Financial January 1990 - October 1996
Skills
Solution Selling, CCNA, Information Security, Citrix, ITIL, Account Management, Cisco Technologies, SharePoint, Salesforce.com, Microsoft Office, Training, VMware, Sales Process, Direct Sales, Microsoft Exchange, Business Development, New Business Development, Sales, Management, Professional Services, SaaS, CRM, Lead Generation, Cold Calling, System Administration, Information Technology, Networking, Cloud Computing, Leadership, Recruiting, Strategic Partnerships, Enterprise Software, Selling, Consulting, Vendor Management, Team Leadership, Sales Presentations, Managed Services, Microsoft SQL Server, Virtualization, Business Intelligence, Data Center, Security, Integration, Partner Management, Strategy, Disaster Recovery, Channel Partners
Education
University of Colorado Boulder 1983 — 1987
Bachelor of Science Degree in Business Administration, Accounting
Abraham Lincoln High School 1979 — 1981
Denver, CO
The Phoenix Companies Senior Wholesaler-Team LeaderPhoenix2000 - Present
Phoenix Life Insurance Company 1999 - 2001
Phoenix Life Insurance Company 1994 - 1998
Phoenix Life Insurance Company 1989 - 1994
Prudential Financial 1988 - 1989
Skills
Marketing, Insurance, Variable Annuities, Customer Service, Fixed Annuities, Strategic Financial..., Term Life Insurance, Sales, Mutual Funds, Retirement, Life Insurance, 401k, Employee Benefits, Retirement Planning, Long-term Care, Brokers, Disability Insurance, Series 6, Management, Series 63, Wealth Management, Estate Planning, Financial Planning
Education
University of Connecticut
BA, Economics
Markit On Demand (Previously Wall Street On Demand) June 2011 - November 2012
University of Colorado at Boulder August 2010 - December 2010
Harris Bank June 2010 - August 2010
Prudential Financial June 2009 - August 2009
Lincoln Financial Group June 2008 - August 2008
Skills
Program Management, Microsoft Office, Project Management, Microsoft Excel, Data Analysis, Marketing, Change Management
Education
University of Colorado at Boulder 2007 — 2011
Finance, Management
R&L Business Improvement Solutions (BIS) January 2011 - Present
Orion Registrar April 2005 - December 2010
Prudential Financial 2003 - 2005
American Bird Communications & Echoshere (aka Dish Network) 1990 - 2000
Skills
Project Management, Business Management, New Business Development, Business Strategy, Financial Analysis, Operations Management, English, Spanish, Portuguese, Negotiation, Six Sigma, Sales Management, Contract Negotiation, Marketing Strategy, Strategic Planning, Process Improvement, Team Leadership, Problem Solving, Customer Relations, Budgeting, Organizational..., Program Management, PowerPoint, Coaching, Excel, International Business, Microsoft Office, Quality Assurance, Customer Service, Word, Planning, Change Management, Business Process..., Cross-functional Team..., Logistics, Business Planning, Continuous Improvement, Management Consulting, Business Analysis, Strategy, Budgets, Microsoft Excel
Education
University of Colorado Boulder
SSBB Certification - 6 month, Six Sigma Black Belt Program (Division of Continuing Education and Professional Studies)
University of Colorado Boulder
Bachelor of Science (BS) , Leeds School of Business, Emphasis on International Business and Finance
Colegio Nueva Granada , Bogota, Colombia 1981 — 1983
Colegio San Carlos, Bogota, Colombia
Lincoln Financial Group October 2014 - Present
Prudential Financial April 2012 - October 2014
Hartford Life April 2006 - June 2012
The Hartford April 2000 - April 2006
Skills
RFP, Sales Support, New Business Development, Proposal Writing, Annuities, Management, Sales Management, Sales Operations, Salesforce.com, Contact Management, Operations Management, General Securities..., 401k, Fixed Annuities, Investments, Leadership, Mutual Funds, Relationship Management, Financial Services, Insurance, Retirement, Retirement Planning, Sales, Series 63
Education
University of Connecticut 1988 — 1992
Bachelors, Political Science
Berlin High 1984 — 1988
Diploma
Fidelity Investments August 2011 - Present
Fidelity Investments March 2007 - October 2010
Prudential Financial March 2001 - September 2002
Skills
Series 7, Series 6, Series 63
Education
University of Cincinnati 1991 — 1995
Bachelor of arts, Economics
CIGNA Healthcare 2011 - Present
CIGNA Healthcare April 2010 - April 2011
Prudential Financial April 2004 - August 2009
CIGNA - Retirement Division July 1982 - April 2004
University of Connecticut Health Center 1980 - 1982
Skills
COBOL, IBM Sterling B2B..., DB2, Testing, JCL, Systems Analysis, SDLC, Software Documentation, Requirements Gathering, Fileaid, Business Analysis, Project Planning, Visio, SOA, Debugging
Education
The University of Connecticut
BA
The Vertile Foundation 2012 - Present
BDW February 2013 - December 2013
Streetside Studios 2012 - 2013
JPMorgan Chase 1999 - 2001
Prudential Financial 1998 - 1999
Salomon Brothers 1996 - 1998
Skills
Fundraising, Institutional, Marketing, Social Media Marketing, Volunteer Management
Education
University of Colorado Boulder 1987 — 1991
Bachelor of Science (B.S.), Marketing
Hingham High School 1984 — 1987
Prudential Financial June 1989 - Present
Skills
Defined Benefit, Defined Contribution, Retirement, Pensions, Series 6, Employee Benefits, Relationship Management, 401k, Financial Services, Retirement Planning, ERISA, Management, Process Improvement, Series 7, Mutual Funds, Insurance
Education
University of Connecticut 1985 — 1989
BA, History
Prudential Financial September 2012 - Present
UBS April 2009 - September 2012
Salomon Smith Barney January 2007 - March 2009
Ameriprise Financial September 2005 - December 2006
Education
The University of Connecticut 2001 — 2005
Economics, Business Administration
Prudential Financial July 2015 - Present
Prudential Financial March 2013 - June 2014
Prudential Financial November 2010 - March 2013
MetLife July 2001 - July 2010
Ceannas 1999 - 2000
Sheraton Baltimore North Hotel 1997 - 1998
Skills
Operations Management, Managing Employees, Building Strategic..., FINRA, Customer Satisfaction..., Customer Service, Budgeting, Recruitment/Retention, Recruiting, Budgets, Management, Financial Services, Customer Satisfaction..., Fixed Annuities, Risk Management, Series 6, Strategic Partnerships, Team Building, Training, Relationship Management, Insurance, Life Insurance, Leadership, Finance
Education
University of Connecticut
Prudential Financial May 2015 - Present
Prudential Financial October 2014 - April 2015
Prudential Financial April 2013 - October 2014
The Hartford October 2005 - March 2013
ING September 2002 - October 2005
ING September 1996 - September 2002
Skills
Microsoft Excel, Microsoft Office, Legal Assistance, Mutual Funds, Negotiation, Legal Writing, Microsoft Word, SEC filings, Fixed Annuities, Corporate Law, Legal Compliance, Securities, Securities Regulation, Legal Documents, Risk Management, Insurance, Legal Research, Mergers & Acquisitions, Corporate Governance, Financial Services, Asset Management, SEC Filings
Education
University of Connecticut
Bachelor's degree, Speech-Language Pathology/Pathologist
University of Hartford
Certificate, Paralegal Studies
Deloitte August 2015 - Present
Prudential Financial January 2012 - May 2015
Mercer November 2006 - December 2011
Aon Hewitt January 1999 - October 2006
Skills
Risk Management, Asset Allocation, Interest Rate Risk..., ALM, Economic Capital, Corporate Finance, Enterprise Risk..., Investment Strategies, Strategic Planning, Actuarial Science, Defined Benefit, Defined Contribution, Actuarial Consulting, Pensions, Retirement Plan..., Pension Funds, Actuaries, Pension Administration, Workforce Planning
Education
The University of Connecticut 1995 — 1998
Doctoral Program, Operations and Information Management
The University of Connecticut 1993 — 1995
Master of Science (MS), Actuarial Science
Prudential Financial January 2012 - Present
AXA Equitable December 2005 - December 2011
Aon Hewitt June 1999 - November 2005
Skills
Actuarial Science
Education
University of Connecticut
Prudential Financial January 2015 - Present
Prudential Financial January 2012 - January 2015
The Hartford March 2008 - January 2012
Blum Shapiro January 2007 - March 2008
Scully & Wolf, LLP May 2003 - December 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Sarbanes-Oxley Act, GAAP, Auditing, Internal Controls, Account Reconciliation, General Ledger, Sarbanes-Oxley, Strategic Financial..., CPA, Financial Accounting, US GAAP, Microsoft Excel, Internal Audit, Finance, Financial Statements, Insurance, Variance Analysis, Process Improvement, Analysis, Financial Audits, Tax
Education
University of Hartford 2004 — 2006
Master of Business Administration (MBA), Accounting, 3.7
The University of Connecticut 1999 — 2003
Bachelor of Business Administration (BBA), Accounting, 3.5
Ralph Lauren August 2014 - Present
Prudential Financial January 2011 - August 2014
Skills
Taleo, PeopleSoft, E-Verify, Microsoft Excel, Talent Management, Process Improvement, Human Resources, Talent Acquisition, Applicant Tracking..., Project Management, Employee Benefits, Vendor Management, Recruiting, Performance Management
Education
The University of Connecticut 2000 — 2004
Marketing and Economics
Glastonbury High School 1996 — 2000
Yale New Haven Hospital September 2013 - Present
Yale New Haven Hospital June 2013 - July 2013
Yale New Haven Hospital January 2013 - May 2013
Hospital for Special Care February 2013 - April 2013
Prudential Financial September 2007 - July 2010
TIAA-CREF June 2006 - July 2007
Skills
Healthcare, Customer Service, Mental Health, Telemetry, Team Leadership, Public Speaking, Time Management, Acute Care, Mechanical Ventilation
Education
Southern Connecticut State University 2012 — 2013
Bachelors of Science, Nursing, Cum Laude
The University of Connecticut 2000 — 2003
Bachelors of Science, Finance
Prudential Financial 2011 - 2013
First Investors November 2010 - August 2011
Skills
NASD Series 6, NASD Series 63
Education
The University of Connecticut 2007 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Prudential Financial January 2012 - Present
Prudential Financial March 2013 - June 2014
Prudential Financial May 2011 - March 2013
Prudential Bank & Trust November 2008 - May 2011
Education
The University of Connecticut
Bachelor of Science (B.S.), Finance
Meeder Investment Management April 2015 - Present
Allstate September 2013 - April 2015
Thornburg Investment Management February 2013 - September 2013
Prudential Financial May 2007 - December 2012
Nationwide Financial March 2000 - May 2007
The Hartford January 1999 - January 2000
Skills
Series 7, Series 6, Series 63, Mutual Funds, SMA,..., 401k, Mutual Funds, Investments, Retirement Planning, Securities
Education
University of Connecticut
Bachelor of Arts (BA), History
University of Connecticut
EDGE - Business Solutions 2005 - Present
Prudential Financial 2003 - 2004
Prudential Financial 2001 - 2002
Worldcom 1998 - 2000
MCI 1996 - 1998
MCI 1995 - 1996
Skills
Automation, Business Analysis, Business Process Design, Business Process..., Business Process Mapping, Business Process..., Compliance, Contract Negotiation, Data Management, Operations Management, Records Management, Strategic Planning, Vendor Management, Project Management, Team Building, Consulting, Leadership
Education
University of Phoenix
Business Administration and Management, General
University of Cincinnati
Psychology
Wright State University
Psychology