Prudential Financial
Industry: Insurance company
DescriptionPrudential Financial, Inc. is an American Fortune Global 500 and Fortune 500 company whose subsidiaries provide insurance, investment management, and other financial products and services to both retail and institutional customers throughout the United States and in over 30 other countries. Headquarters: Newark, New Jersey, United States CEO: Charles F. Lowrey (Dec 1, 2018–) Revenue: 59.69 billion USD (2017) Subsidiaries: PGIM, Gibraltar BSN, PFI Mega Life Insurance,
Prudential Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Prudential Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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16,065 Prudential Financial employees in database. Find out everything there's to know about Prudential Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Prudential Financial Employees
Paychex May 2014 - Present
Kevin Martin (NBA Basketball Player) August 2008 - Present
Enterprise Holdings, Inc October 2012 - May 2014
Prudential Financial 2010 - 2011
Skills
Customer Service, Strategic Financial..., Training, Coordinating Events, Project Coordination, Mentoring, Quality Assurance, Market Research, Communication
Education
University of Dayton 2002 — 2006
Bachelor's degree, Communication
Prudential Financial March 2014 - Present
Colonial Life September 2013 - Present
Wells Fargo September 2012 - August 2013
Bank of America July 2011 - September 2012
HSBC December 2006 - February 2011
Wachovia, A Wells Fargo Company February 2003 - December 2006
Northwestern Mutual January 2003 - December 2003
Skills
Banking, Financial Services, Sales, Loans, Finance, Leadership, Management, New Business Development, Commercial Banking, Business Development, Insurance, Sales Management, Strategy, Commercial Lending, Credit, Cold Calling, Relationship Management, CRM, Selling, Cross Selling, Cash Management, Small Business Lending, Coaching, Retail Banking, Bank Relationship..., Key Account Management, Asset Based Lending, Salesforce.com, B2B, Needs Analysis, Treasury Management, Team Building, Mentoring, Consultative Selling, Customer Relations, Small Business, Underwriting, Commercial Mortgages, Lines Of Credit, Consumer Lending, Retirement Planning, Mortgage Lending, Life Insurance, Disability Insurance, Variable Annuities, Investments
Education
University of Connecticut 1995 — 1999
Economics
Philips January 2013 - Present
Prudential Financial October 2009 - December 2012
RBS Citizens Financial Group June 2008 - October 2009
Skills
Medical Devices, Capital Equipment, Sales Operations, Product Marketing, Product Launch, Account Management, Sales Management, Market Development, Sales, Key Account Management, Cross-functional Team..., Sales Process, New Business Development, Direct Sales, Product Development, Cold Calling, Product Management, B2B, Selling
Education
University of Connecticut 2004 — 2008
Bachelor of Arts (B.A.), Economics, 3.0
Prudential Financial January 2015 - Present
Prudential Financial August 2011 - Present
Public Relations & Communications November 2010 - July 2011
ANC Sports May 2010 - October 2010
Coaching Charities August 2007 - May 2010
Anreder & Company June 2003 - August 2007
Publicis Dialog June 2000 - June 2003
Skills
Media Relations, Crisis Communications, Public Relations, Internal Communications, Speech Writing
Education
University of Delaware 1996 — 2000
BA Communication, Public Relations Concentration
Oracle Marketing Cloud August 2014 - Present
Eze Castle Integration August 2012 - August 2014
InterSec Research June 2011 - August 2012
Prudential Financial 2009 - 2010
Skills
Cloud Computing, CRM, Sales, Salesforce.com, Outsourcing, SaaS, Managed Services, Research, Analytics, IT Service Management, Management Consulting, Data Analysis, Strategic Partnerships, Hedge Funds, Investments, Client Development, Data Center, Performance Attribution, Digital Marketing, Digital Strategy, Cross Channel Marketing, Responsys Interact, PaaS
Education
University of Connecticut 2005 — 2009
BA, Economics
Hamden Hall Country Day School 2001 — 2005
High School
SunTrust Investment Services Inc November 2007 - Present
BB&T 2005 - 2007
BB&T 2005 - 2007
Jackson 2001 - 2002
Transamerica 2000 - 2001
Prudential Financial 1996 - 2000
Skills
Asset Management
Education
University of Connecticut 1990 — 1994
B.A. Communication Arts
Prudential Financial May 2012 - Present
Prudential Financial October 2009 - May 2012
Deloitte September 2007 - October 2009
Skills
Financial Reporting, Financial Analysis, Accounting, GAAP, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word
Education
The University of Connecticut 2007 — 2008
Masters of Science, Accounting
The University of Connecticut 2003 — 2007
Bachelor of Science, Accounting
Prudential Financial October 2013 - Present
Towers Watson August 2009 - October 2013
Education
The University of Connecticut 2005 — 2009
BS, Actuarial Science
Peak Mountain Advisors May 2012 - Present
MetLife October 2010 - May 2012
Morgan Stanley June 2004 - October 2010
Prudential Financial June 2002 - June 2004
New York Life Insurance Company December 1998 - June 2002
Skills
Finance, Retirement Planning, Wealth Management, Investments, Series 7, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Asset Allocation, Investment Advisory, Series 63
Education
The University of Connecticut 1994 — 1998
Bachelor's degree, Business/Managerial Economics
Simsbury High School 1990 — 1994
Prudential Financial September 2013 - Present
Prudential Financial June 2013 - Present
UConn School of Business August 2012 - Present
Subaru of America August 2011 - January 2012
Vector Marketing July 2005 - September 2010
United States Marine Corps November 2000 - February 2008
Skills
Direct Marketing, Social Networking, Sales Management, Business Analysis, Political Campaigns, Project Management, Referral Networking, Marketing Strategy, Market Research, Web Analytics, Human Resources, Online Advertising, Web Project Management, Business Strategy, New Business Development, Training, Advertising, Sales Operations, Sales, Direct Sales
Education
The University of Connecticut 2012 — 2012
Bachelor's degree, Communications, Social Sciences, 3.4
Prudential Financial February 2014 - Present
Prudential Annuities April 2012 - February 2014
Prudential Annuities April 2012 - November 2012
Prudential Retirement April 2010 - April 2012
Wells Fargo Financial December 2009 - April 2010
Skills
Market Research, Segmentation, Financial Services, Analytics, Competitive Analysis, Marketing Strategy, Marketing Research, Marketing Communications, Marketing, Data Analysis, Market Analysis, Direct Marketing, Investments, Management, Banking, Project Management, Analysis
Education
Sacred Heart University 2012 — 2014
Master of Business Administration
The University of Connecticut 2006 — 2009
Bachelor of Science, Business; Finance; Real Estate
Stowe Electric Department February 2014 - Present
Institute for Energy and the Environment May 2013 - December 2013
Building A Local Economy January 2013 - August 2013
Prudential Financial May 2012 - August 2012
Power Home Remodeling Group August 2011 - May 2012
Vegetation Control Service, Inc June 2010 - August 2010
University of Connecticut Landscaping Department May 2009 - May 2010
Holiday Hill Day Camp June 2006 - August 2008
Skills
Critical Thinking, Research, Communication Written, Sustainability, Environmental Awareness, Social Networking, Social Media, Event Planning, Time Management, Public Speaking, PowerPoint, Fundraising, Customer Service, Leadership, Teamwork, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Vermont Law School 2012 — 2013
Master of Environmental Law and Policy
University of Connecticut 2006 — 2010
BA, History
Trumbull High School 2002 — 2006
High School Degree
Nigel Frank International July 2014 - Present
Levy Konigsberg, LLP July 2013 - July 2014
Corporation Service Company January 2013 - May 2013
Vector Marketing July 2012 - August 2012
Lurie & Krupp, LLP May 2012 - August 2012
Prudential Financial May 2011 - August 2011
Skills
PowerPoint, Legal Research, Microsoft Excel, Microsoft Word, Psychology, Microsoft Publisher, PACER, Windows Live Movie Maker, iMovie, Writing, Mathematics, Economics, ECF, Notary Public, Legal Writing
Education
University of Delaware 2009 — 2012
Bachelor of Arts (BA), Psychology
Prudential Financial June 2013 - Present
Aviva plc May 2013 - June 2013
Skills
C++, Java, HTML, Windows, SQL, JavaScript, Python, CSS, C, Visual Basic, Programming, Linux, Matlab, Analysis, Communication Skills
Education
Washington University in St. Louis 2012 — 2014
Bachelor of Science (BS), Computer Science
Wabash College 2010 — 2012
Mathematics, Economics
University of Delaware
Lake Valhalla Club May 2011 - Present
Prudential Financial June 2015 - August 2015
Mack-Cali Realty Corporation January 2015 - January 2015
Skills
Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Event Planning, Social Media, CPR Certified, First Aid, Leadership, Research, Databases, Teamwork, PowerPoint, Fundraising, Microsoft Word, Teaching
Education
University of Delaware 2013 — 2017
Bachelor's degree, Accounting and Management Information Systems
World Courier August 2015 - Present
AmerisourceBergen August 2015 - Present
Bankers Financial Corporation March 2014 - July 2015
Elavon, Inc. April 2006 - March 2014
SCC Soft Computer August 2005 - April 2006
Wells Fargo Home Mortgage September 2003 - September 2004
Cessna Aircraft Company March 2001 - March 2003
Nationwide Insurance November 1992 - October 2000
Prudential Financial January 1991 - November 1992
Nationwide Insurance February 1986 - December 1990
Skills
Business Analysis, Data Analysis, Requirements Analysis, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Financial Analysis, Analysis, Staff Training, Training Delivery, Project Management, Vendor Management, Risk Management, Process Improvement, Software Documentation, Cross-functional Team..., Team Leadership, Budgets, Payments, Credit Cards, SDLC, Visio, Requirements Gathering, Business Intelligence, Software Project..., Training, Payment Card Processing
Education
University of Dayton
Master of Business Administration (M.B.A.), MBA
University of Florida
Bachelor's Degree, Accounting
Prudential Financial February 2015 - Present
Bloomberg LP May 2014 - February 2015
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Data Analysis, Financial Analysis, Finance, Public Speaking, Analysis, Bloomberg
Education
University of Delaware 2010 — 2013
Bachelor of Science (BS), Finance & Economics
Massapequa High School 2006 — 2010
CVS Health May 2014 - Present
Crisis Response Network August 2012 - April 2014
Prudential Financial October 2001 - August 2012
Skills
Business Intelligence, Information Systems, Cognos, Business Objects, Leadership, Process Improvement, Six Sigma, Project Management, TQM
Education
Keller Graduate School 2006 — 2009
MBA, Information Systems
University of Delaware 1993 — 1998
Bachelor of Science, Business Administration; Finance
Delaware Army National Guard
PwC January 2015 - Present
Pfizer March 2012 - October 2014
Deloitte September 2009 - February 2012
Deloitte September 2007 - September 2009
Deloitte March 2006 - September 2007
Skidmore Owings & Merrill LLP (SOM) February 2003 - February 2006
Prudential Financial January 2001 - January 2003
Skills
Human Resources, Change Management, Strategic Planning, Project Management, Microsoft Office, PowerPoint, Employee Benefits, Mergers, Process Improvement, Organizational..., Consulting, Due Diligence, Management Consulting, Mergers, Talent Management, Mergers & Acquisitions, Management, Performance Management, Microsoft Excel, Leadership
Education
The University of Connecticut 1996 — 2000
Bachelor of Science (BS), Marketing
Red Bank Catholic High School
Prudential Financial June 2014 - Present
HuskyTech, University of Connecticut August 2011 - May 2014
Prudential Financial July 2013 - August 2013
Quantitative Learning Center, University of Connecticut January 2012 - October 2012
Skills
Microsoft Excel, Microsoft Office, ProVal, Data Analysis, Consulting, PowerPoint, Visual Basic, SharePoint, Analysis, Statistics, Actuarial Science, Microsoft Word, VBA, Calculus, Quantitative Finance, Windows, Lotus Notes
Education
The University of Connecticut 2010 — 2014
Bachelor's Degree, Actuarial Science/Mathematics
Coface North America October 2009 - Present
Prudential Financial July 2009 - September 2009
Education
The University of Connecticut 2004 — 2009
B.A., Economics for Business and Finance
The Impact Partnership August 2013 - May 2014
GamePlan Financial Marketing, LLC. August 2009 - August 2013
Prudential Financial April 2007 - August 2009
AXA September 1996 - December 2006
C.H. Dean 1991 - September 1996
Skills
Retirement Planning, Estate Tax Planning, Conference Speaking, Qualified Retirement..., Social Security Planning, Technical Writing, Microsoft Office, Public Speaking, Microsoft Excel, Marketing, Sales Presentations, Management, Project Management, Microsoft Word, Leadership, Sales, PowerPoint, Negotiation, Insurance, Investments, Finance, Retirement, Mutual Funds
Education
University of Dayton 1987 — 1990
Bachelor's Degree, Communications Management - Minor in Economics and Marketing
University of Dayton
Prudential Financial February 2014 - Present
MetLife May 2013 - December 2013
EXPRESS November 2011 - February 2012
Skills
Microsoft Excel, Stata, Matlab, Python, Mathematical Analysis, Econometric Modeling, Statistical Modeling, Japanese, Analysis, Insurance
Education
University of Delaware 2010 — 2013
Honors Bachelor of Science (B.S.), Mathematics & Economics, 3.65
The Charter School of Wilmington 2006 — 2010
High School Diploma, 3.6
Sikorsky Aircraft October 2014 - Present
Sikorsky Aircraft March 2013 - October 2014
Oce January 2012 - January 2013
Prudential Financial September 2010 - January 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Oracle Applications, SAP Netweaver, Databases, Data Entry
Education
University of Connecticut 2015 — 2018
MBA, Finance and Management
Western Connecticut State University 2006 — 2010
Bachelor of Science in Business Administration, Finance, General
Prudential Financial June 2015 - Present
The Hartford May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Teamwork, Public Speaking, Analytics, Mathematics, Actuarial Science, Actuarial Exams, Economics
Education
The University of Connecticut 2011 — 2015
BA, Mathematics-Actuarial Science
Deutsche Bank July 2015 - Present
Deutsche Bank June 2014 - July 2015
Prudential Financial June 2013 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Time Management, Market Research, Management, Finance, Investments, Lotus Notes, Membership Growth, Public Speaking, Social Media, Social Networking
Education
The University of Connecticut 2010 — 2014
Bachelor of Science (BS), Economics
Trespa June 2015 - Present
RTS Reps August 2013 - May 2015
Varatys July 2011 - July 2013
Prudential Financial July 2009 - April 2010
College Works Painting October 2005 - January 2007
Finish Line October 2003 - September 2005
Skills
Salesforce.com, Email Marketing, B2B, Social Media, Social Media Marketing, Marketing, Management, HubSpot, Product Marketing, B2B Marketing, Budgets, CMS, SEO, SMO, B2B services
Education
The University of Connecticut 2005 — 2009
Nashua High 2002 — 2005
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group August 2014 - July 2015
Lincoln Financial Group August 2014 - January 2015
Prudential Financial June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Accounting, Access, Finance, Insurance, Market Research, Leadership, Sales, Marketing, Investments, Retirement Planning, Mutual Funds, Management, Customer Service, Variable Annuities, Public Speaking, Financial Services
Education
The University of Connecticut 2011 — 2014
Bachelor of Business Administration (BBA), Finance
Cheshire High School 2009 — 2011
Prudential Financial
Skills
Insurance, Life Insurance, Series 63, Series 6, Financial Services, Lotus Notes, Microsoft Excel, Mutual Funds, Customer Service, Fixed Annuities, Visio, General Insurance, Whole Life, Term Life Insurance, Call Centers, Microsoft Word, Management, Microsoft Office
Education
University of Delaware 1992 — 1997
Bachelor's degree, Fine/Studio Arts, General
University of Delaware 1992 — 1997
Bachelor's degree
Merrill Lynch July 2013 - Present
Southport Station Financial Mangement, LLC February 2012 - July 2013
Fairfield County Bank November 2011 - February 2012
Prudential Financial April 2006 - January 2011
Skills
Series 63, Series 65, Series 7
Education
The University of Connecticut 2001 — 2005
B.A., Economics
Prudential Financial August 2013 - Present
Prudential Financial February 2011 - August 2013
Prudential Capital Group August 2010 - February 2011
Prudential Financial July 2009 - August 2010
Prudential Financial July 2008 - July 2009
Northwestern Mutual 2007 - 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Financial Modeling, Finance, Financial Reporting, Accounting, Risk Management, Banking, Forecasting, Access, Analysis, Account Reconciliation, Insurance, Financial Accounting, Bloomberg, General Ledger, Financial Services, Fixed Income
Education
University of Delaware 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Prudential Financial June 2014 - August 2014
Bethel A.M.E Church February 2014 - May 2014
Daniel M. Tuzzio, CPA. June 2013 - February 2014
Skills
Leadership, Microsoft Office, Microsoft Excel, QuickBooks, Investran
Education
University of Delaware 2011 — 2015
Bachelor of Science (BS), Accounting
AXA Equitable 2007 - 2013
Liberty Travel 2006 - 2007
Citi January 2004 - May 2006
Prudential Financial 1999 - 2003
Citi 1998 - 1999
AXA Equitable 1986 - 1998
Skills
Program Management, SDLC, Project Portfolio..., Business Analysis, Financial Controls, Requirements Gathering, Vendor Management, Risk Management, CMMI, PMO, Project Delivery, IT Strategy, Requirements Analysis, Process Improvement, Enterprise Architecture, Business Process..., PMP, Software Project..., Solution Architecture, Financial Services, Outsourcing, User Acceptance Testing, Life Insurance..., Banking, PeopleSoft, Business Requirements, Visio
Education
Hunter College 1979 — 1983
BA, Economics/Minor Computer Science
University of Dayton
J.P. Morgan April 2015 - Present
JPMorgan Chase October 2013 - April 2015
Corporations & Companies, Inc. (CorpCo) June 2013 - September 2013
Prudential Financial December 2012 - May 2013
USTA May 2010 - May 2013
Astral Refrigeration December 2011 - April 2013
SpringBoard, Inc. April 2012 - September 2012
Skills
Microsoft Excel, Strategic Financial..., Legal Documents, Microsoft Office, Legal Writing, Customer Service, Financial Analysis, Microsoft Word, Life Insurance, PowerPoint, Teamwork, Photoshop, Social Media, Public Speaking, English, Polish, Legal Assistance, Outlook Express, Neuroscience research, Tennis Coaching, Tennis, Sports Management, Sports, Athletic Training, Sports Marketing, Sales, Management, Entrepreneurship, Finance, CRM, Leadership
Education
University of Delaware 2009 — 2013
Bachelor of Science (B.S.), Psychology and Legal Studies
Columbia University in the City of New York September 2015 - Present
Prudential Financial September 2014 - Present
Columbia University in the City of New York January 2015 - May 2015
Phoenix Life Insurance Company May 2013 - September 2014
Phoenix Life Insurance Company May 2011 - May 2013
The Hartford 2009 - May 2011
Phoenix Life Insurance Company 2007 - 2009
Phoenix Life Insurance Company 2006 - 2007
Commerce Insurance Company 2005 - 2006
Eastern Connecticut State University 2002 - 2005
Skills
Risk Management, Portfolio Management, Derivatives Trading, Numerix Portfolio,..., Matlab, C, C++, C#, Java, VB,..., SQL, Bloomberg Terminal, Microsoft Office..., MoSes,TAS95, CMS BondEdge, $=∑+-×÷∫π¥d€
Education
The University of Connecticut
PhD, Mathematics
The University of Connecticut
MS, Computer Science and Engineering
Ameriprise Financial Services, Inc. August 2003 - Present
Prudential Financial 2002 - 2003
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science: Business Administration, Finance, MIS
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor's Degree, Management Information Systems, General
Prudential Financial November 2014 - Present
Prudential Financial November 2012 - October 2014
Prudential Financial November 2010 - October 2012
CIGNA International Expatriate Benefits January 2008 - November 2010
CIGNA Healthcare May 2007 - December 2007
Center for Applied Demography and Survey Research, University of Delaware October 2005 - May 2007
Skills
Health Insurance, Employee Benefits, Insurance, Healthcare, Strategic Planning, Process Improvement, Marketing, Marketing Communications, PowerPoint, Strategic Communications, Data Analysis, Microsoft Office, Outlook, Microsoft Excel, Team Building, Internal Communications, Public Speaking, Leadership
Education
Villanova University 2010 — 2013
M.A., Strategic Communications
University of Delaware 2004 — 2007
Bachelor of Arts, Political Science; Journalism
Ryitt Interactive Marketing Cooperative September 2014 - Present
Prudential Financial January 2011 - September 2014
Lexis Nexis Martindale-Hubbell February 2008 - January 2011
Interactive Marketing Strategy January 2003 - February 2008
RELO (Now Leading Real Estate Companies of the World) 2001 - 2003
Skills
Digital Media Marketing, Interactive Marketing..., SEO / SEM, SEO, Digital Marketing, Marketing Strategy, Social Media Marketing, Project Management, CRM, Online Marketing, Marketing, Strategic Planning, Digital Strategy, Email Marketing, User Experience, Copywriting, Strategy, Cross-functional Team..., Business Development, Online Advertising, SEM, Management, E-commerce, PPC, Google Adwords, Direct Marketing, Social Media, Strategic Partnerships, Website Development, Web Analytics, Google Analytics, Leadership, Web Project Management, Interactive Marketing, Digital Media, Product Management, Sales, Lead Generation, Mobile Marketing, Salesforce.com, Web Marketing, Start-ups, B2B Marketing, Analytics, Integrated Marketing, Business Strategy, Product Development, Social Networking, Competitive Analysis, Marketing Communications
Education
University of Delaware
Bachelor of Science, Marketing
Cigna April 2015 - Present
Alpha Phi International Fraternity April 2013 - Present
Cigna - Contracted through Aquent September 2014 - January 2015
Prudential Financial May 2012 - September 2014
Prudential Financial June 2011 - May 2012
Alpha Phi International Fraternity December 2010 - November 2011
Prudential Financial June 2010 - August 2010
Prudential Financial June 2009 - August 2009
Skills
Advertising, Project Management, Integrated Marketing, Marketing Communications, Editing, Social Media Marketing, Leadership, Facebook, Press Releases, Microsoft Office, Market Research, Salesforce.com, Integrated Marketing..., Direct Mail Campaigns, Strategic Planning, Public Speaking, Youth Mentoring, Inventory Management, Customer Communication, Customer Service, Lead Generation, Pardot, InDesign, Digital Marketing, Content Marketing, Content Development, Marketing, Social Media
Education
University of Hartford
Master of Arts (M.A.), Integrated Strategic Communications, General
The University of Connecticut 2008 — 2012
BA, Communication, General, Graduated with 3.4 cumulative GPA
KnowHow 401(k), LLC July 2000 - Present
Transamerica Retirement Services October 2006 - August 2010
ADP July 2005 - October 2006
Prudential Financial November 1998 - July 2000
John Hancock Investments July 1997 - November 1998
Merrill Lynch December 1983 - July 1997
Skills
401k, Consultative Selling, Sales Management, Public Speaking, New Business Development, Coaching, Marketing Strategy, Business Planning, Licensing, Sales Tools Development, Service Tools..., 401k Sales Training, 401k Service Training, 401k Business Plan, Mergers & Acquisitions, Retirement Planning, Insurance, Retirement, Brand Development, Selling, Strategy, Management, Small Business, Investments, Leadership, ERISA, Pensions, Leadership Development, Financial Sales Training, Sales Training
Education
University of Dayton 1979 — 1982
Bachelor of Science, Finance
Pfizer March 2014 - Present
Pfizer March 2013 - February 2014
Pfizer March 2010 - February 2013
Pfizer July 2009 - February 2010
Maersk Data September 2004 - September 2006
Prudential Financial 1999 - 2003
Earnings Performance Group September 1998 - September 1999
Prudential Financial 1990 - 1997
Skills
PeopleSoft, Microsoft Office, Acquisition Integration, Divestitures, Human Resources, Global Human Resources..., Information Delivery, Information Management, Data Governance, Data Integration, SQL, Data Analysis, Functional Design, Functional..., Functional Testing, HR Transformation, HRIS, Toad, Microsoft Excel, Microsoft Word, PowerPoint, Requirements Gathering, Functional Requirements, Business Requirements, Shared Services, SDLC, Personnel Management, Benefits Administration, Strategy, Cross-functional Team..., Program Management, Training, Leadership, Organizational Design, Payroll
Education
University of Delaware - Lerner College of Business and Economics 1986 — 1990
BS, Business Administration
Toms River High School North 1982 — 1986
High School Diploma
Met Life December 2013 - Present
Wells Fargo Advisors January 2011 - November 2013
Prudential Financial 2009 - 2010
Liberty mutual 2007 - 2008
M&J Securities/ FM Brokerage 1986 - 2007
Skills
Integrity, Negotiation, Strategic Planning, Openness, Self-motivated Team..., Solutions Focused, Entrepreneurship, Solution-oriented, Client-oriented, Insurance, Sales, Program Management, Team Leadership
Education
University of Dayton 1982 — 1986
BA of Arts, Communications
Small Business Growth Corp April 2012 - Present
American Business Club (Ambucs) 2001 - 2014
Wells Fargo Home Mortgage October 2011 - February 2012
JPMorgan Chase November 2009 - January 2011
Prudential Financial December 2006 - November 2009
Levi, Ray & Shoup 1998 - 2005
Computer Services, Inc. 1985 - 1998
First National Bank of Versailles 1982 - 1985
Skills
Banking, Commercial Lending, Commercial Banking, Small Business Lending, Mortgage Lending, Customer Service, Financial Advisory, Loans, Small Business, Consumer Lending, Credit, Credit Analysis, Finance, Insurance, Financial Analysis, Leadership, Loan Origination, Management, Marketing, Retail Banking, Risk Management, Strategic Financial..., Sales, Team Building, Underwriting, Strategic Planning, Financial Planning
Education
University of Dayton 1978 — 1982
Bachelor of Science (B.S.), Business Administration-Finance
Prudential Financial November 2011 - Present
Skills
Talent Management, Leadership, Financial Services, Project Management, Management, Financial Analysis, Analysis, Process Improvement
Education
University of Delaware
Bachelor’s Degree, Finance, General
Prudential Financial, Actuarial Leadership Development Program August 2012 - Present
Prudential Financial, Actuarial Consulting Services June 2011 - August 2012
Prudential Financial June 2010 - August 2010
Skills
Actuarial Science, Pensions, Retirement, Defined Benefit, VBA, Valuation, Microsoft Excel, Variable Annuities, Proval, QRM, ALFA, Communication Skills, Data Analysis, Insurance
Education
The University of Connecticut 2007 — 2011
Bachelor's Degree, Actuarial Science, Economics
Prudential Financial January 2012 - Present
Cigna May 2011 - December 2011
Bridgewater Associates 2008 - 2010
Education
University of Connecticut 2010 — 2011
Master’s Degree, Mathematics
PNC June 2015 - Present
University of Delaware February 2014 - May 2015
Alpha Phi Omega National Service Fraternity May 2013 - May 2015
The Review March 2013 - May 2015
PNC May 2014 - August 2014
Prudential Financial May 2013 - August 2013
Alpha Phi Omega National Service Fraternity December 2012 - April 2013
Alister & Paine August 2012 - January 2013
Relay for Life of Passaic Valley January 2008 - June 2011
Skills
Leadership, Microsoft Excel, Time Management, Financial Analysis, Highly personable, Fundraising, Persistency, Management, Teamwork, Finance, Result Oriented, Risk Management, Database Design, Data Analysis, Communication Skills, Financial Accounting, Communication, Credit
Education
University of Delaware 2011 — 2015
Bachelor of Science (BS), Finance, General
Hulafrog, Inc. September 2014 - Present
Hulafrog, Inc. February 2012 - Present
Prudential Financial December 2003 - June 2005
CitiStreet February 2001 - December 2003
The Tolly Group January 2000 - February 2001
Skills
Social Media Marketing, Sales Operations, Account Management, Organizational..., Creative Writing, Social Media, Marketing, Online Advertising, Social Networking, Blogging, Digital Marketing
Education
University of Delaware 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
The Hartford May 2015 - Present
Prudential Financial January 2013 - Present
The Hartford March 2002 - January 2013
Skills
Insurance, Financial Services, Management, Business Analysis, Strategy, Life Insurance, Leadership, Financial Planning, Strategic Planning, Business Strategy, Fixed Annuities, Process Improvement, Program Management, Risk Management, Finance
Education
University of Connecticut
Bachelor's degree, Accounting
Cigna July 2015 - Present
Team Beachbody May 2014 - Present
Webster Bank April 2014 - July 2015
Specialty Printing January 2013 - April 2014
Prudential Financial October 2010 - January 2013
RR Donnelley August 2000 - October 2010
Skills
Employee Relations, Performance Management, Human Resources, Benefits Administration, Employee Benefits, Training, Personnel Management, Workforce Planning, Employee Training, HR Consulting, New Hire Orientations, FMLA, Workers Compensation, Management, Onboarding, Time Management, Talent Acquisition, Talent Management, Deferred Compensation, Employee Engagement, Recruiting, HRIS, Change Management, HR Policies, Interviews, Applicant Tracking..., College Recruiting, Succession Planning, Leadership
Education
University of Connecticut 2014 — 2016
Master of Science (M.S.), Human Resource Management, Human Resources
University of Connecticut 2011 — 2014
Bachelor of Professional Studies, Human Resources Management/Organizational Leadership Concentration
Asnuntuck Community College 2000 — 2003
Associates, Human Resources
Suffield High School 1996 — 2000
Hartford Investment Management (HIMCO) April 2008 - Present
CIGNA September 2007 - April 2008
Prudential Financial July 2007 - September 2007
Pharmedica Communications November 1999 - June 2006
Skills
Brochures, QuarkXPress, Logo Design, Layout, Graphic Design, Adobe Creative Suite, Marketing Communications, Email Marketing, Photoshop, Adobe Acrobat, Marketing, Corporate Branding, Corporate Identity, Creative Direction, Flash, Graphics
Education
University of Connecticut 1989 — 1993
BFA, Graphic Design
The Morgan School 1984 — 1988
Prudential Financial July 2006 - Present
Skills
Qualified Retirement..., Non-Qualified Deferred..., Microsoft Office, Defined Benefit, Training, Retirement, Pensions, Research, Employee Benefits, Microsoft Excel, Process Improvement, Fixed Annuities, Management, Business Process
Education
The University of Connecticut 2000 — 2005
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Karolene Carlson Marketing January 2001 - Present
American Skandia Marketing March 1999 - January 2001
American Skandia March 1997 - March 1999
Prudential Financial 1994 - 1997
Skills
Marketing, Program Management, Public Relations, Product Marketing, Marketing Strategy, Business Development, New Business Development, Account Management, Strategic Planning, Sales Management, PowerPoint, Public Speaking, Customer Service, Salesforce.com, Social Media Marketing, Budgets, Advertising, Marketing Communications, Event Management, B2B, Business Strategy, Facebook, Management Consulting, Event Planning, Direct Marketing, Business Planning, Sales, Microsoft Office, E-commerce, Online Advertising, Fundraising, Lead Generation, Strategy, Leadership, Email Marketing, Project Management, Management, Strategic Partnerships, Integrated Marketing, Brand Management, Social Media, Digital Marketing, CRM, Trade Shows, Social Networking, Brand Development, Start-ups, Multi-channel Marketing, Copywriting, Product Management
Education
The University of Connecticut 1983 — 1987
Bachelor of Arts, Economics
Greenwich High School '83 1981 — 1983
Opus: Advice First August 1989 - Present
Prudential Financial November 1981 - April 1989
Skills
Retirement Planning, Retirement, Financial Advisory, Finance, Management, Investments, Leadership, Wealth, Financial Planning, Divorce Planning, Cash Flow Management, Intergenerational..., Family Finances, Insurance, Charitable Giving, Saving for Education, Tax Planning, Tax Preparation, Inheritance Tax Planning, Estate Tax Planning, Estate Planning, Wealth Preservation..., Small Business..., Women's Financial..., Women's Issues, Women's Causes, Investment Strategies
Education
The University of Connecticut 1976 — 1980
Bachelor of Science
Williams Humphreys & Company May 2015 - Present
JGM, Inc. "When you Need it Yesterday" July 2014 - April 2015
The CECON Group, Inc. January 2007 - July 2014
(Rollins) Matlack, Inc. September 1994 - December 2002
McCartney & Company, P.C. 1990 - 1994
Food 4 Less of Modesto August 1989 - March 1990
Prudential Financial July 1987 - July 1989
Skills
Accounting, Financial Analysis, Internal Controls, Auditing, Managerial Finance, Payroll, Cash Management, Finance, Financial Statements, Financial Reporting, Tax Preparation, Project Management, Budgets, Process Improvement, Microsoft Excel, Payroll Taxes, Cost Accounting, Monthly Close, QuickBooks, US GAAP, Forecasting, Internal Audit, Financial Modeling, Due Diligence, Mergers & Acquisitions, Variance Analysis, Cash Flow
Education
University of Delaware 1983 — 1987
BS, Finance
PFP Services June 2013 - Present
Prudential Financial November 2010 - September 2011
Sound Spectrum Entertainment May 2007 - November 2010
Human Resource Consulting Group, LLC May 2006 - December 2008
Skills
Sales, Insurance, Account Management, Client Services, Marketing, Event Management, Email Marketing, CRM, Customer Service, Payroll, Employee Benefits, Budgets, Outlook, Networking, Invoicing, Advising Clients, Client Administration, Employee Training, annuities, Finance
Education
The University of Connecticut 2004 — 2009
Bachelor of Arts, History
Notre Dame High School - West Haven, CT 2000 — 2004
LIMRA The Centre for International Assessment and Development June 2013 - Present
Fitzpatrick Education Services September 2007 - Present
Fugitive Recovery Agency July 2008 - May 2015
The Hartford July 2006 - September 2007
Prudential Financial January 2001 - July 2006
Skills
Team Building, Coaching, Team Leadership, Security, Public Speaking, Supervisory Skills, Leadership Development, Program Management, Operations Management, Process Improvement, Customer Service, Strategic Planning, Change Management, Organizational..., Microsoft Office, Teaching, Staff Development, Sales Management, PowerPoint, Contract Negotiation, Private Investigations, Mentoring, Data Analysis, E-Learning, Management, Employee Training, Instructional Design, Analysis, Instructor-led Training, Learning Management..., Consulting, Needs Analysis, Sales, Leadership
Education
University of Hartford 1997 — 2001
Master of Science (M.S.), Organizational Behavior
The University of Connecticut 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Philadelphia Insurance Companies June 2015 - Present
Prudential Financial July 2012 - May 2015
Prudential Financial October 2010 - July 2012
Skills
Applicant Tracking..., Social Media, Onboarding, College Recruiting, Human Resources, Taleo, Recruiting, Project Management, Process Improvement, Training Delivery, Presentations, Full-life Cycle..., Building Relationships, Events Coordination
Education
University of Delaware
Bachelor's Degree, Exercise Science
Millward Brown February 2013 - Present
J.D. Power & Associates February 2011 - February 2013
Prudential Financial August 2009 - October 2010
The Hartford Financial Services Group May 2008 - August 2008
Yale University May 2004 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, SPSS, mTAB, Analysis, Marketing Research
Education
The University of Connecticut 2005 — 2009
Bachelor of Arts, Sociology
University of Connecticut 2005 — 2009
Bachelor of Arts (B.A.), Sociology
Pennsylvania Wealth Management January 2001 - Present
Prudential Financial January 1996 - January 1999
Skills
Investment Strategies, Life Insurance, Long Term Care Insurance, Retirement Planning, Wealth Management, Equity Indexed Annuities, Fixed Annuities, 401k, Mutual Funds, Insurance, Financial Planning, Financial Services, Investments
Education
University of Delaware 1990 — 1994
Bachelor of Science (BS)
Tatnall 1988 — 1990
New York Life Insurance Company April 2011 - Present
Prudential Financial September 2010 - March 2011
Yamin & Yamin Law Firm June 2009 - August 2009
State of Connecticut Troop G June 2008 - August 2008
Education
University of Delaware 2006 — 2010
University of Delaware
Bachelor of Arts, Criminal Justice
Oracle April 2014 - December 2014
TD April 2013 - April 2014
Infosys December 2012 - March 2013
Fujitsu December 2011 - July 2012
Capital One June 2011 - November 2011
Prudential Financial November 2010 - May 2011
Skills
SDLC, Requirements Analysis, Business Analysis, Data Warehousing, PL/SQL, Requirements Gathering, Business Intelligence, Data Modeling, SQL, Data Migration, Integration, Cloud Computing, ETL, Oracle, Data Warehouse..., Informatica, Databases, SSIS, Visio
Education
University of Southern Indiana 2004 — 2005
Masters of Business Administration, Operations Management and Supervision
University of Delaware 2002 — 2003
Masters of Science, Management Information Systems, General
Tribune Publishing July 2015 - Present
Beachbody May 2014 - Present
MassMutual Financial Group October 2014 - July 2015
MassMutual Financial Group May 2013 - October 2014
Prudential Financial November 2010 - May 2013
Prudential Financial September 2008 - October 2010
Prudential Financial August 2007 - September 2008
United Technologies July 2005 - August 2007
Skills
Financial Reporting, Accounting, Process Improvement, Forecasting, Financial Analysis, Budgeting, PowerPoint, Excel, Vendor Management, Financial Planning, Problem Solving, Finance, Strategic Financial..., Budgets, Project Planning, Marketing, Project Management, Business Analysis, Data Analysis
Education
University of Connecticut 2006 — 2010
MBA, Marketing & Finance
University of Connecticut 2003 — 2005
BS, Finance
Father Lopez High School
Leonia High School
Prudential Financial October 2010 - Present
Skills
Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Insurance, Retirement, Fixed Income, Securities, Life Insurance, Series 63, Financial Advisory, Asset Allocation, Financial Services, Fixed Annuities, Microsoft Office, Portfolio Management
Education
Computertraining.edu 2009 — 2010
Information Technology/Network Administration
University of Delaware 1999 — 2004
Bachelor of Science, Civil Engineering
Prudential Financial 2003 - February 2005
Skills
Volunteer Management, Project Management, Sales, Research, Training, Leadership, Human Factors, Event Planning, Management, Strategic Planning, Establishing Processes, Non-profit Volunteering
Education
University of Connecticut
Bachelor of Science (B.S.), General Studies
Prudential Financial June 2015 - Present
Prudential Financial June 2014 - August 2014
Oak Crest Day Camp May 2009 - August 2013
Skills
Budgets, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Leadership, Teamwork, Social Media, Financial Analysis, Time Management
Education
University of Delaware 2011 — 2015
Bachelor’s Degree, Finance and Marketing Double Major, Undergraduate
JPMorgan Chase October 2009 - Present
US Bank August 2007 - September 2009
National City Bank August 2006 - July 2007
Prudential Financial July 2005 - August 2006
Education
University of Dayton 2003 — 2005
M.B.A., Business Management
University of Dayton 1999 — 2003
BSBA, Finance
Prudential Financial January 2013 - Present
Hartford Life 2008 - January 2013
Phoenix Life Insurance Company July 2002 - May 2008
Skills
Actuarial Science
Education
University of Connecticut 2000 — 2002
M.S., Mathematics
Prudential Financial June 2008 - Present
Fleming Development December 2004 - May 2008
Skills
Series 6, Series 63, Annuity Sales, Variable Annuities, Fixed Annuities, Retirement Planning, IRAs, Asset Allocation, 401k, FINRA, Financial Services, Alternative Investments, Equities, Roth IRA, Sales Presentations
Education
Villanova University 2001 — 2004
Bachelor of the Arts, Political Science
University of Delaware 2000 — 2001
Polticial Science
AIG Benefit Solutions March 2012 - Present
American General Life Companies May 2010 - March 2012
American General March 2002 - June 2010
Prudential Financial May 2000 - March 2002
Prudential Financial June 1996 - May 2000
Skills
Public Relations, Budgets, Marketing Strategy, Management, Advertising, New Business Development, Market Research, Creative Direction, Marketing, Marketing Communications, Event Management, Digital Marketing, Business Strategy, Social Media Marketing, Social Media, Integrated Marketing, Direct Marketing, Email Marketing, Account Management, Strategic Planning, Meeting Planning, Business Planning, Insurance, Product Marketing, Strategy
Education
University of Delaware 1992 — 1996
BS, Economics / Marketing
Prudential Financial January 2013 - Present
Hartford Life April 2010 - December 2012
Hartford Life April 2009 - April 2010
Hartford Life September 2007 - April 2009
Skills
Financial Analysis, Finance, Analysis, Insurance, Financial Reporting, Risk Management, Strategic Financial..., Financial Modeling, Accounting, Fixed Annuities, Process Improvement, Sarbanes-Oxley Act, Financial Services, GAAP, Auditing, PeopleSoft, Investments, Internal Controls, Business Analysis
Education
University of Connecticut 1999 — 2003
Citi November 2008 - Present
Citigroup 2005 - 2008
Prudential Financial 2000 - 2005
UBS 1998 - 2000
Skills
Hedge Funds, Asset Managment, Alternative Investments, Portfolio Management, Investments, Equities, Financial Services, Fixed Income, Wealth Management, Securities, Mutual Funds, Risk Management, Bloomberg, Transaction Processing, Financial Modeling
Education
The University of Connecticut 1984 — 1988
Bachelor of Arts (B.A.), Economics
E-View Connections LLC 2007 - Present
CME Group June 2006 - June 2009
Shutco Partnership April 2002 - June 2006
Prudential Financial 2001 - 2003
Skills
Analytics, Arbitrage, Business Development, Business Strategy, Commodity, Customer Service, Digital Marketing, Electronic Trading, Entrepreneurship, Financial Modeling, Investments, Management, Market Making, Marketing, Marketing Strategy, Mobile Advertising, Mobile Applications, Mobile Devices, Mobile Marketing, Mobile Strategy, New Business Development, Options, Portfolio Management, Risk Management, Sales, Security, Start-ups, Strategy, Trading, Wireless, Trading Systems, Trading Strategies
Education
University of Dayton 1995 — 1999
Bachelor of Arts (B.A.), English and Political Science
Loyola Academy 1991 — 1995
Prudential Financial April 2011 - Present
Blue Owl Fusion August 2009 - March 2011
Phoenix Life Insurance Company2006 May 2006 - August 2009
Phoenix Life Insurance February 2002 - May 2006
Phoenix Life Insurance Company January 2001 - January 2002
Phoenix Life Insurance Company January 1997 - January 2001
Skills
Financial Analysis, Financial Reporting, Licensing, Salesforce.com, Access, Forecasting, Analysis, CRM, Data Management, Data Analysis, Investments, Data Modeling, Microsoft Excel, Sales, Sales Operations, Strategic Financial..., Strategy
Education
The University of Connecticut 1992 — 1996
Bachelor of Arts degree, English
Prudential Financial January 2009 - Present
Prudential Financial February 2006 - January 2009
Education
University of Connecticut
Prudential Financial January 2011 - Present
Prudential Retirement Services March 2010 - December 2010
USI Consulting Group October 2008 - August 2009
MassMutual 1997 - 2008
Education
University of Hartford 1986 — 1989
MBA, Management and Finance
The University of Connecticut 1976 — 1980
BS in Business Administration, Insurance Major
Prudential Financial Assistant DirectorCIGNA Retirement & Investment Services1996 - 2004
CIGNA 1996 - 2004
Skills
SDLC, Vendor Management, Business Analysis, Project Portfolio..., Program Management, PMO, Project Management, Requirements Analysis, Requirements Gathering, Risk Management, Process Improvement, Business Process...
Education
University of Connecticut 1996 — 2000
MBA, Finance, Info Technology
University of Connecticut 1988 — 1992
BA, Economics
Prudential Financial February 2014 - Present
MassMutual Financial Group April 2012 - February 2014
The Hartford September 2007 - April 2012
Skills
Financial Reporting, Actuarial Science, Valuation, Reinsurance, Financial Risk, Enterprise Risk..., Fixed Annuities, Investments
Education
University of Connecticut
Prudential Financial June 2000 - Present
Peoples Bank 1997 - June 2000
Smith Barney November 1994 - 1997
Skills
Series 7, Series 63, Series 24
Education
University of Connecticut 1989 — 1993
BS, Finance
Prudential Financial June 2014 - Present
Prudential Retirement April 2004 - June 2014
CIGNA Retirement 1988 - 2007
Skills
Product Management, Product Development, 401k, Pensions, Health Insurance, Vendor Management, Financial Services, Series 63, Mutual Funds, Retirement, Series 7, Management, Relationship Management, Insurance, Project Management, Budgets, Underwriting, Staff Development, Consulting, IRAs, Defined Benefit, Non-Qualified Deferred..., Strategic Planning, Public Budgeting, Dog Training, Series 6
Education
University of Hartford 1990 — 1993
MBA, Organizational Development
University of Connecticut 1984 — 1987
BA, Economics
Granby Memorial High School
FOF Hedge Fund May 2015 - Present
Segal Rogerscasey July 2011 - May 2015
Prudential Financial January 2011 - July 2011
Waddell & Reed May 2009 - December 2010
Education
University of Connecticut 2005 — 2009
Bachelor of Arts (B.A.), Economics
University of Connecticut School of Liberal Arts & Sciences 2005 — 2009
Bachelor of Liberal Arts & Sciences, Economics
NIP Group, Inc March 2005 - Present
AmTrust Financial December 2002 - December 2005
Legion Insurance April 1998 - December 2002
Prudential Financial September 1986 - April 1998
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Workers Compensation, Insurance, Underwriting, Casualty, Liability, Brokers, Commercial Lines, Risk Management, Strategic Planning, Risk Mitigation, New Business Development, Customer Relations, Process Improvement, Sales Management, Marketing Strategy, Negotiation, Problem Solving, Product Development, Marketing Communications, Business Strategy, Customer Service, Public Speaking, Budgeting, Start-ups, Claim, Team Building, Accident, General Insurance, Financial Services, Salesforce.com, Executive Management, Inland Marine, Management, Health Insurance, Financial Risk, Liability Analysis, D&O, Sales, Reinsurance, Claims Management, Strategy, Umbrella Insurance, Small Business, Legal Liability, Account Management, Excess, Employee Benefits
Education
University of Delaware 1982 — 1986
BA AS, English
Self employed claim consultant March 2009 - March 2015
Prudential Financial April 1976 - January 2009
Prudential Financial 1976 - 2009
Skills
Property & Casualty..., Claims Management, Reinsurance, Commercial Insurance, Underwriting, Liability, Claim, Insurance, General Insurance, Microsoft Office, Legal Liability, Casualty, Professional Liability, Casualty Insurance, Commercial Lines, Process Improvement, Risk Management
Education
University of Dayton
BS, Accounting and History
Prudential Financial June 2015 - Present
Prudential Financial April 2013 - June 2015
Prudential Financial May 2012 - April 2013
ALICO Japan June 2009 - May 2012
AIG August 2008 - December 2008
Skills
Financial Risk, Financial Reporting, Valuation, Financial Modeling, Actuarial Science, Financial Analysis, Insurance, Risk Management
Education
University of Delaware 2004 — 2008
B.S., Mathematics
First New York Global Trading July 2014 - Present
AMR Capital Trading April 2013 - Present
10EQS April 2012 - April 2013
GE January 2012 - April 2012
Bridgewater Associates August 2011 - October 2011
The Workers Compensation Trust January 2011 - June 2011
Prudential Financial July 2010 - October 2010
Skills
Financial Modeling, Financial Analysis, Economics, Microsoft Excel, Equity Trading, Market Research, Investment Management, Equity Research, Quantitative Research, Technical Analysis, Communication Skills, Day Trading, Forecasting, PowerPoint, Financial Statement..., Qualitative Research, Persuasive Writing, Collaborative Problem..., Swing Trading, Value Investing, Growth Investing, Management Consulting, Microsoft Word, Python, Programming
Education
The University of Connecticut 2005 — 2009
Bachelor’s Degree, Economics, Major GPA 3.65
CFA Level 2 Candidate
Retired financial advisor December 2012 - Present
Hospice of Dayton March 2005 - Present
Gemstone Holdings LLC April 2004 - Present
Leadership Dayton 2005 - 2012
KeyBank November 2000 - March 2008
Prudential Financial 1987 - 2000
Skills
Insurance, Public Speaking, Customer Service, Strategic Planning, New Business Development, Financial Analysis, Leadership, Employee Relations, Project Management, Team Leadership, Coaching, Training, Marketing, Management, Risk Management, Process Improvement, Event Planning, Team Building, Organizational..., Business Development, Management Consulting, Sales, Marketing Strategy, Account Management, Nonprofits, Analysis, Program Management, Small Business, Budgets, Entrepreneurship, Fundraising, Leadership Development, Public Relations, Finance, Business Planning, Social Networking, Strategy, Negotiation
Education
Leadership Dayton 2005 — 2006
University of Dayton 1979 — 1980
MBA, Business
University of Dayton 1965 — 1978
B.S., Business Management
Prudential Financial January 2013 - Present
Prudential Financial November 2010 - Present
Prudential Financial 1994 - 2011
Prudential Financial June 2008 - November 2010
Skills
Program Management, Business Analysis, Mutual Funds, Series 63, Financial Services, Leadership, Vendor Management, Operations Management, Team Building, Insurance, Risk Management, SDLC, Change Management, Management, Business Process..., Project Management, Team Leadership, Process Improvement, Cross-functional Team..., Project Portfolio..., Outsourcing, PMO, Business Process
Education
University of Connecticut 1980 — 1984
Bachelor of Science (BS), Finance and Financial Management Services
Prudential Financial June 2015 - Present
Prudential Financial April 2013 - June 2015
Prudential Financial May 2012 - April 2013
The Hartford October 2010 - April 2012
Barnes Distribution January 2010 - June 2010
Continental Midtown July 2009 - January 2010
Kildare's Irish Pub August 2004 - July 2009
PLANCO June 2007 - November 2008
Skills
Consultative Selling, Customer Service, New Business Development, Sales Support, Series 6, Series 63, Retirement Planning, Variable Annuities, Retirement
Education
University of Delaware 1998 — 2003
Bachelor's, Computer and Information Sciences
Halcyon Asset Management LLC October 2006 - Present
Prudential Financial August 1999 - May 2006
Skills
High Yield, Leveraged Finance, Fixed Income, Hedge Funds, Bloomberg, Financial Modeling, Valuation, Investments, Portfolio Management
Education
University of Delaware 1995 — 1999
BS, Finance / OM
Retired (at least for now!!!) April 2015 - Present
Prudential Financial 2006 - Present
Prudential January 2006 - April 2015
AXA 2004 - 2005
Mutual of New York (MONY) 2002 - 2004
MassMutual 1999 - 2002
LIMRA 1986 - 1999
Skills
Fixed Annuities, Mutual Funds, Retirement, Insurance, FINRA, Securities, Financial Advisory, Series 7, Financial Services, Alternative Investments, Investment Strategies, Wealth Management, Investments, Asset Allocation, Series 6
Education
University of Connecticut 1976 — 1980
B.S., Finance
Prudential Financial 2010 - Present
Hartford Life Limited February 2008 - January 2010
Genworth Financial August 2005 - February 2008
Skills
Actuarial Science, Insurance, Reinsurance, ALM, Fixed Annuities, Pensions, Risk Management, Investments, Retirement, Underwriting, Financial Modeling, Enterprise Risk...
Education
University of Delaware 2000 — 2002
Master, Operations Research
Materials Innovation and Reycling Authority (formerly CRRA) March 2015 - Present
Connecticut Resources Recovery Authority June 2012 - Present
Connecticut Resources Recovery Authority July 2007 - June 2012
Connecticut Food Association January 2006 - July 2007
Prudential Financial July 2004 - October 2004
Skills
Teamwork, Event Planning, Research, Administrative..., ADP Payroll, Organizing Meetings, Minute Taking, Statutory Compliances, Customer Service, Executive Support, Notary, Paralegals, Government, Nonprofits, Interviews, Public Relations, Fundraising, Social Networking, Process Improvement, Marketing, Community Outreach
Education
The University of Connecticut 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
RBC Capital Markets December 2014 - Present
RBC Capital Markets August 2011 - December 2014
Prudential Financial January 2010 - August 2011
Skills
Financial Modeling, High Yield Bonds, High Yield, Equities, Bonds, Fixed Income, Credit Analysis, Research, Investments, Bloomberg, Equity Research, Capital Markets, Financial Analysis, Valuation, Finance, Analysis, Asset Management
Education
University of Delaware 2005 — 2009
Bachelor of Science (B.S.), Finance and Management
MUTUAL OF AMERICA November 1999 - Present
Prudential Financial November 1997 - November 1999
MM Financial Group/Financial Strategies September 1992 - October 1997
Prudential Insurance July 1985 - September 1992
Skills
Retirement Planning, Defined Benefit, Series 6, Mutual Funds, Retirement Plan..., 401k, Investments, Retirement, ERISA, IRAs, Series 7, Asset Allocation, Investment Advisory, Pensions, Series 63
Education
University of Connecticut 1983 — 1986
MFA, Acting
University of Massachusetts, Amherst 1979 — 1983
BA, Theatre
Prudential Financial March 2014 - Present
Prudential Financial December 2011 - Present
Prudential Financial August 1999 - August 2010
Prudential Financial January 1994 - August 1999
Skills
Underwriting, Risk Management, Disability Insurance, Insurance, Leadership, Employee Benefits, Vendor Management, Brokers, Claim, Process Improvement, Claims Management, Term Life Insurance, Health Insurance
Education
College of St. Elizabeth
Bachelor of Science, Business Administration & Management
University of Delaware
Consumer Economics
Prudential Financial November 2014 - Present
Philadelphia Sports Clubs Inc 1996 - Present
Gwynedd Mercy Academy High School May 2012 - May 2013
Gwynedd Mercy Academy High School September 2011 - May 2012
La Salle College High School May 2010 - May 2011
North Penn YMCA 1996 - 1998
Independence Bancorp/Bucks County Bank 1993 - 1995
First Valley Bank, United Jersey Bank Subsidiary 1991 - 1993
Maryland National Bank 1988 - 1991
Skills
Public Speaking, Training, Management, Teaching, Sales, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Strategic Planning, Marketing, Team Building, Fundraising, Event Planning, Nonprofits, Social Networking, Community Outreach, Financial Planning
Education
University of Delaware 1981 — 1985
Bachelor of Science (BS), Finance and Economics, Cum Laude Graduate
St Mark's High School, Newark, Delaware 1978 — 1981
Cigna June 2013 - Present
CIGNA November 2011 - June 2013
KPMG September 2009 - January 2012
Prudential Financial May 2007 - May 2008
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, GAAP, Sarbanes-Oxley Act, CPA, Financial Accounting, SAS70, Risk Management, Health Insurance, Strategic Financial..., Tax Accounting, Budgets, IT Audit, General Ledger, Managerial Finance
Education
The University of Connecticut 2009 — 2010
MSA, Accounting
University of Connecticut 2005 — 2008
BS, Accounting
Prudential Financial December 2013 - Present
Prudential Financial - Retirement August 2008 - December 2013
MassMutual Financial Group March 1999 - August 2008
Skills
Mutual Funds, 401k, Series 7, Series 63, Retirement, Investments, Series 6, Retirement Planning, Asset Allocation, Financial Services, Relationship Management, Defined Benefit
Education
The University of Connecticut 1981 — 1985
Bachelor of Science (School of Business Administration), Finance
Fourth Street Performance Partners October 2013 - Present
Prudential Financial August 2010 - August 2013
Great American Insurance May 2006 - August 2010
University of Dayton January 2010 - May 2010
University of Dayton August 2009 - December 2009
Skills
Portfolio Management, Investments, Trading, Accounting, Derivatives, Insurance, Account Reconciliation, Financial Analysis, Financial Modeling, Equities, Bloomberg, Leadership
Education
University of Dayton 2006 — 2010
Bachelor of Science (B.S.), Finance, Marketing
Prudential Financial October 1980 - December 2009
Skills
Business Analysis, Quality Assurance, SDLC, User Acceptance Testing, Process Improvement, Test Planning, System Testing, Requirements Gathering, Leadership, Requirements Analysis, Test Management, Testing, Software Quality...
Education
University of Connecticut 1976 — 1980
BS, Human Resources
Jeff Breedlove Design January 2004 - Present
Prudential Financial January 1996 - January 2004
USM&P January 1990 - January 1995
Education
University of Delaware 1980 — 1984
Bachelor of Arts, Economics
ICMA-RC January 2013 - Present
Prudential Financial March 2008 - January 2013
Prudential Retirement February 2005 - March 2008
Prudential Retirement October 2004 - February 2005
Unicel March 2003 - August 2004
Para-Tech Satellite November 2001 - March 2003
Connecticut Advanced Products September 1997 - June 2001
Skills
Customer Relations, Customer Service, Coaching, Account Management, International Sales, Direct Sales, Sales Process, Training, Training & Development, Process Improvement, Building Relationships, Retirement, Employee Training, Retirement Planning, Insurance, Series 6, 401k
Education
University of Connecticut 1993 — 1997
Bachelor of Arts, Spanish and Economics
MediaVest April 2012 - March 2014
MediaVest March 2011 - April 2012
Prudential Financial December 2009 - January 2011
University of Delaware August 2006 - June 2010
HungryHens.com September 2007 - May 2010
University of Delaware September 2009 - December 2009
Millennium Radio Group May 2009 - August 2009
Skills
Marketing, Management, Advertising, Sales, Customer Service, Media Buying, Facebook, Social Media, Digital Marketing, Social Media Marketing, PowerPoint, Outlook, Microsoft Excel, CRM, Analysis
Education
University of Delaware 2006 — 2010
Marketing
Prudential Financial September 2010 - Present
JPMorgan Chase October 2009 - September 2010
Allianz Global Investors January 2008 - March 2009
Allianz Global Investors February 2001 - December 2007
Skills
Series 7, Mutual Funds, Insurance, Retirement Planning, Fixed Annuities, Series 6, Financial Services, Sales, Retirement, Customer Service, Investments, Relationship Management, Account Management, Series 63
Education
The University of Connecticut 1997 — 2000
Bachelor of Arts (B.A.), Communication, General
AstraZeneca June 2011 - Present
Daiichi Sankyo (Salisbury, MD) July 2007 - December 2011
Key Advisors Group LLC January 2005 - July 2007
Prudential Financial August 2003 - January 2005
Skills
Market Analysis, Value-based Selling, Market Planning, Customer Relations, Technology Skills, Product Management, Sales Operations, Sales Effectiveness, CRM, Value Based Selling, Diabetes, Gastroenterology, Product Launch, Pharmaceutical Sales, Customer Service, Hospital Sales, Endocrinology, Managed Care, Internal Medicine, Pharmaceutical Industry, Infectious Diseases, Leadership, Sales, Selling Skills, Marketing, Marketing Strategy, Healthcare, Sales Presentations, Business Planning, Market Access, Managed Markets, KOL development, Cardiology, Strategic Planning, New Business Development, Training
Education
University of Delaware 1999 — 2002
BSBA, Marketing
University of Delaware 1999 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
Retired July 2009 - Present
WellPoint August 2000 - July 2009
Prudential Financial October 1971 - June 1999
Lyons Lighting Showroom January 1970 - December 1975
Living Arts Center / Creative Arts Ctr September 1968 - June 1970
NCR Corporation June 1968 - August 1968
Skills
Time Management
Education
Ohio University 1970 — 1971
Social Work
University of Dayton 1968 — 1970
Education
Sun Life Financial August 2011 - Present
Milliman May 2010 - August 2010
Prudential Financial May 2009 - August 2009
Education
The University of Connecticut 2007 — 2011
BA, BS, Actuarial Science, Finance
Prudential Financial January 2014 - Present
EisnerAmper LLP September 2007 - January 2014
Skills
GAAP, US GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, External Audit, Financial Statements, Internal Audit, Private Equity, Financial Accounting, SEC filings
Education
University of Delaware 2003 — 2007
BS, Accounting
Navistar International corporation August 2014 - Present
General Motors October 2012 - August 2014
The Nielsen Company December 2000 - January 2011
Prudential Financial January 1995 - December 2000
Kmart Corporation January 1984 - January 1995
Skills
Nielsen, Customer Insight, Consumer Behaviour, Marketing Research, Media Research, Spectra, Segmentation, Market Research, Questionnaire Design, Quantitative Research, Market Analysis, FMCG, Analytics, Consumer Products, Competitive Intelligence, Trade Marketing, Competitive Analysis, IRI, AC Nielsen, Shopper Marketing, Advertising Research, Sales, Marketing, Cross-functional Team..., Inventory Management, Account Management, Customer Service, CRM, Analysis, Marketing Strategy, Product Development, Process Improvement
Education
University of Dayton
Bachelor Degree, Business Administration
Prudential Financial February 2012 - Present
Prudential Investment Management April 2011 - January 2012
Prudential August 2003 - March 2011
Prudential Financial December 2001 - July 2003
Skills
Fixed Income, Derivatives, Excel, Word,..., Hedge Funds, Financial Services, Trading, Asset Management, Analysis
Education
University of Delaware 1993 — 1997
BA, Marketing
Prudential Financial 2015 - Present
Aetna 2005 - 2014
UBS Investment Bank 2004 - 2005
Moody's Investors Service 2000 - 2004
Skills
Corporate Finance, Structured Finance, Derivatives, Investment Banking, Portfolio Management, Credit Risk, Reinsurance, Health Insurance, Insurance, Financial Risk, Risk Management, Financial Analysis, Finance, Financial Modeling, Capital Markets, Leadership, Analysis, Mergers, Investments, Management, Strategic Planning
Education
The University of Connecticut
Bachelor of Science (BS), Economics, Mathematics
Prudential Financial
Skills
Financial Modeling, Finance, Financial Reporting, Investments, Financial Analysis, Valuation, Corporate Finance
Education
University of Rhode Island - College of Business Administration 1999 — 2001
MBA, Finance
The University of Connecticut 1991 — 1995
Prudential Financial September 2014 - Present
The Hartford November 2012 - September 2014
Ernst & Young August 2006 - November 2012
Travelers Life & Annuity June 2003 - August 2005
Education
The University of Connecticut 2002 — 2006
Bachelor of Arts (B.A.), Actuarial Science
Prudential Financial November 2002 - Present
Education
University of Dayton 1998 — 2002
Bachelor of Science (BS), Finance, General
HBK Capital Management May 2005 - Present
UBS Investment Bank December 2003 - May 2005
ABN AMRO Bank N.V. June 2002 - December 2003
Prudential Financial October 1998 - June 2002
Skills
Series 7, Prime Brokerage, Series 63, Securities Lending, Finance
Education
University of Dayton 1994 — 1998
Bachelor's Degree
Prudential Financial January 2013 - Present
Education
The University of Connecticut 2002 — 2010
Bachelor's degree, Finance, General
Prudential Financial June 2015 - Present
The Hartford May 2014 - August 2014
Union Street Market August 2013 - December 2013
CT Pre-Engineering Program June 2013 - August 2013
Skills
Mentoring, Peer Leadership, Public Speaking, Public Relations, Analytics, Data Analysis, Mathematics, Mathematical Analysis, Teaching, Great Motivator, Leadership, Microsoft Office, Typing, Customer Service, Writing
Education
The University of Connecticut 2011 — 2015
Bachelor of Arts (B.A.), Actuarial Science
Standard Chartered Bank January 2010 - May 2014
Nomura International plc August 2007 - January 2010
Prudential Financial April 2003 - July 2007
Skills
Derivatives, Trading, Middle Office, Fixed Income, Bloomberg
Education
University of Delaware 1998 — 2002
Bachelor of Science in Business Administration, Finance, General
Prudential Financial March 1989 - Present
Skills
Requirements Analysis, Vendor Management, Business Analysis, SDLC, Requirements Gathering, Software Project..., Process Improvement, Project Management, Business Process..., Program Management, Lean Six Sigma Green..., ITIL v3 Foundations..., Lean IT
Education
University of Connecticut
Bachelor of Science (BS), Business Administration and Management, General
University of New Haven
Master of Science (MS), Management Information Systems, General