Prudential Investments
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Prudential Investments Employees
Prudential Investments January 2006 - January 2014
ADP March 2000 - December 2005
Prudential Healthcare February 1997 - February 2000
Education
City University of New York-Baruch College 1987 — 1992
Bachelor's degree, Accounting, 3.2
Ballard Design September 2001 - Present
many 1983 - 2001
Prudential Investments 1986 - 2000
Paine Webber 1967 - 1983
Paine Webber September 1967 - May 1977
Skills
Asset Managment, Portfolio Management, Equities, Financial Analysis, Microsoft Excel, Hedge Funds, Financial Modeling, Fixed Income, Risk Management, Microsoft Office, Valuation, Asset Management, Start-ups, Business Strategy, Series 7, Retirement Planning, Real Estate, Management, Estate Planning, Trading, Brokerage, Retirement, Strategic Planning, Private Equity, Strategic Financial...
Education
NewYork Inst. of Finance 1974 — 1976
Brokerage office procedure, Instituional sales & Trading
Converse College 1961 — 1963
State Street Global Advisors 2008 - Present
Prudential Investments 2004 - 2008
Prudential Investments 2003 - 2004
Prudential Securities 2001 - 2003
Prudential Financial 2000 - 2001
Skills
ETFs, Project Management, Mutual Funds, Series 7, Separately Managed..., Trading, Alternative Investments, Wealth Management..., Bonds, Wealth, Financial Advisory, Series 63, Asset Allocation, Portfolio Management, Investment Management, Investments, Wealth Management
Education
Cornell University
Prudential International Insurance April 2014 - Present
Prudential International Insurance November 2011 - April 2014
Prudential Mortgage Capital Company April 2011 - November 2011
Prudential Mortgage Capital Company June 2009 - April 2011
Prudential Mortgage Capital Company August 2008 - June 2009
Prudential Investments August 2007 - August 2008
Prudential Investment Management Center July 2006 - August 2007
Prudential Real Estate Investors June 2005 - August 2005
Skills
Accounting, Sarbanes-Oxley Act, Accounts Receivable, US GAAP, Financial Forecasting, Financial Statements, Consolidation, Fixed Assets, Analysis, Tax, Management, Asset Management, Income Statement, Journal Entries
Education
Franklin & Marshall College
Bachelor of Arts, Accounting, Economics
Seton Hall University
Masters of Business Administration, Finance
Horizon Blue Cross Blue Shield of New Jersey October 2011 - Present
Medco September 2010 - September 2011
Credit Suisse August 2009 - September 2010
Prudential Investments April 2008 - July 2009
AXA Equitable January 2007 - March 2008
Prudential Financial August 2006 - January 2007
Skills
Vendor Management, Business Analysis, Agile Methodologies, PMP, Integration, Scrum, Quality Assurance, Testing, Risk Management, Change Management, Stakeholder Management, Resource Management
Education
New Jersey Institute of Technology 2004 — 2005
Master’s Degree, Electrical Engineering, 3.2 out of 4
Bharathiar University 2000 — 2004
Bachelor’s Degree, Electronics and Communication Engineering, 3.4 out of 4
Mizuho Bank June 2014 - Present
Accenture June 2013 - June 2014
Prudential Investments June 2012 - May 2013
Bank of America Merrill Lynch November 2009 - April 2011
Bank of America Merrill Lynch July 2007 - November 2009
Skills
Microsoft SQL Server, Microsoft Excel, VBA, PowerPoint, Credit Risk, Risk Management, Covenant Compliance, Ad Hoc Reporting, Investments, Financial Statement..., Credit Analysis, Credit Scoring, Bloomberg, Barclays Point, Financial Analysis
Education
University of Southern California - Marshall School of Business 2010 — 2012
Masters of Business Administration, Finance & Investments
California State University-Northridge 2003 — 2007
B.S., Finance
Saint Barnabas Medical Center April 2012 - Present
Saint Barnabas Medical Center October 2009 - April 2012
sanofi-aventis September 2007 - September 2008
sanofi-aventis June 2000 - September 2007
Prudential Investments January 1997 - January 2000
TOMPKINS, MCGUIRE & WACHENFELD January 1994 - January 1997
Skills
Administrative..., Customer Service, Strategic Planning, Management, Process Scheduler, PowerPoint, Access, Microsoft Excel, Training, Microsoft Word, Research, Healthcare
Education
Berkeley College 2006 — 2008
Pursing Bachelor
Envestnet, Inc July 2013 - Present
Prudential Financial January 2009 - June 2013
Prudential Investments January 2005 - December 2008
Prudential Investments January 2003 - December 2004
Prudential Securities, PSI April 2000 - December 2002
Prudential Securities, PSI June 1998 - April 2000
MetLife October 1996 - June 1998
Skills
COBOL, JCL, VSAM, DB2/SQL, Syncsort, Fileaid, Intertest, Xpediter, Autosys, Jobtrac Scheduling Tool, Microsoft Office, Business Analysis, Technical Specs, SDF2, Platinum, SPUFI, CICS, TSO, IT Management, Systems Analysis, Requirements Analysis, Requirements Gathering, Visio, FTP, Change Management, Project management,..., Strong Management..., SDLC, JIL, Data Modeling, DB2, Business Requirements, Software Project...
Education
ASA Institute of Business and Computer Technology 1995 — 1996
MVS Cobol Programming with CICS and Database, GPA 3.7
Ukrains'ka Akademija Drukarstva, Lviv 1987 — 1992
Bachelor of Science in Engineering Technology
UBS Wealth Management Americas April 2007 - Present
Prudential Investments July 2003 - April 2007
Prudential Securities April 1999 - July 2003
Skills
SDLC, PMP, Program Management, Integration, Business Analysis, Business Requirements, Software Development, Strategy, Project Portfolio..., Financial Services, Software Project..., Requirements Analysis, Project Management, PMO, Quality Assurance, IT Strategy, Management, Certified Project..., Application Development, Wealth Management, IT Management, Project Delivery, Requirements Gathering, Offshoring, Trading Systems, Project Planning, Team Leadership, SOA, Leadership, Investments, Enterprise Architecture, Agile Methodologies, Asset Allocation, Portfolio Management, Vendor Management, Risk Management
Education
Caldwell University 1995 — 1999
Bachelor of Science, Computer Science
OppenheimerFunds August 2013 - Present
Prudential Investments June 2007 - August 2013
Skills
Securities, Mutual Funds, Financial Analysis, Equities, Bloomberg, Asset Management, Corporate Law, Financial Services, Research, Securities Regulation
Education
Boston College 2002 — 2004
Master of Theological Studies (MTS), Systematic Theology and Church History
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), Philosophy and Religious Studies
JPMorgan Chase June 2014 - Present
The Jersey City International Television & Film Festival January 2014 - Present
JPMorgan Chase April 2008 - Present
Ethical Community Charter School of Jersey City February 2012 - June 2014
JPMorgan Chase October 2011 - June 2014
Deutsche Bank February 2003 - April 2008
Prudential Investments 1986 - 2003
Skills
Risk, Business Management, Process Engineering, Strategic Planning, Risk Management, Vendor Management, Financial Risk, Forecasting, Investments, Management Consulting, Business Analysis, Business Strategy, Finance, Analysis, Analytics, Business Process..., Change Management, Governance, Banking, Program Management, Business Planning, Cash Management, Financial Analysis, Strategy, Relationship Management, Process Improvement, Portfolio Management, Outsourcing, Mergers, Management, Investment Banking, IT Strategy, Fixed Income, Financial Services, Equities, Capital Markets, Corporate Finance, Derivatives, Project Management, Leadership, Financial Modeling, Public Speaking
Education
Duke University - The Fuqua School of Business 2003 — 2004
Executive Development
Rider University 1979 — 1981
BS, Marketing
Nationwide Financial April 2012 - Present
Northern Trust September 2003 - April 2012
Prudential Investments January 1997 - September 2003
Skills
Investments, Investment Management, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Series 63, Asset Management, Securities, Investment Strategies, Investment Advisory, Equities, Portfolio Management, Fixed Income, ETFs, Retirement Planning, Hedge Funds, Series 65, Financial Services
Education
Penn State University 1988 — 1990
B.A., Politcal Science
Fordham University 1986 — 1987
Valley Forge Military Academy & College 1985 — 1986
Barnum Financial Group 2011 - Present
Prudential Investments 1999 - 2004
PaineWebber 1993 - 1999
Kidder Peabody 1992 - 1993
Skills
Mutual Funds, Financial Services, Strategic Planning, Asset Managment, Series 7, Investments, Management, Wealth Management, Insurance, Fixed Annuities, Strategy, Marketing Strategy, Brand Management
Education
Fordham University
Bachelor of Arts (B.A.), Communications, Journalism and American Studies, Magna Cum Laude
Fordham University School of Law
Juris Doctor, Law
Voya Investment Management August 2012 - Present
Morgan Stanley Smith Barney September 2006 - August 2012
Deutsche Bank Alex Brown June 2000 - September 2006
Prudential Investments April 1991 - May 2000
A/S Eksportfinans March 1987 - August 1990
Skills
Portfolio Management, Hedge Funds, Mutual Funds, Asset Allocation, Investments, Derivatives, Investment Advisory, Fixed Income, Securities, Due Diligence, Wealth Management, Alternative Investments, ETFs, Capital Markets, Financial Services, Investment Strategies, Wealth Management..., Asset Management, Asset Managment, Series 7, Series 24, Series 63, Private Wealth..., Separately Managed..., Series 65, Norwegian, Portfolio Optimization, Model Portfolios
Education
San Francisco State University 1989 — 1991
Master of Science, Investments
BI Norwegian School of Management 1984 — 1987
Siviløkonom, Finance and Economics
Wells Fargo 2014 - Present
Prudential Investments 2012 - 2013
Nuveen Investments 2006 - 2012
Beck Enterprises, Inc. 2002 - 2006
Van Kampen Investments 2000 - 2002
MetLife 1997 - 2000
Skills
Series 7, Investments, Series 63, Wealth Management, Asset Management, Portfolio Management, Fixed Income, Securities, Financial Services, Equities
Education
DePaul University 1999 — 2001
Master of Business Administration (M.B.A.), Marketing
North Central College 1993 — 1997
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Mercer County Public Library May 2006 - Present
Prudential Investments September 1996 - May 1999
Smith Barney Citigroup September 1993 - September 1996
Hapag-Lloyd AG September 1985 - August 1993
Education
City University of New York-College of Staten Island
Prudential Investments March 2015 - August 2015
Jackson National Life September 2010 - December 2014
R.B.C. Inc. 2008 - 2010
Colorado Lightning Professional Indoor Soccer Team 2008 - 2009
Palestra.net 2008 - 2009
Chi Omega Women's Fraternity January 2008 - July 2008
Skills
Leadership, Sales, Press Releases, Series 6, Series 63, Variable Annuities, Fixed Annuities, Retirement Planning, Salesforce.com, IRAs, Mac, Cold Calling, Networking, Microsoft Excel, Investment Strategies, Public Speaking, Relationship Management, Retirement, Investments, Alternative Investments, Financial Services, Finance, Sales Presentations, Wholesale, Media Relations, Customer Retention, 401k, Mutual Funds, Insurance, Customer Service, Life Insurance, Financial Planning, Securities, Microsoft Office, PowerPoint
Education
Colorado State University 2006 — 2010
Bachelors Degree, Communication Studies Major, Women's Studies Minor
Resurrection Catholic High School 2002 — 2006
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney 2006 - Present
Prudential Financial 2000 - 2002
Prudential Financial 1998 - 2000
Prudential Investments 1986 - 1998
Prudential Financial 1980 - 1984
Skills
Business Process..., Project Management, Quality Assurance, Matrix Management, Team Building, Risk Management, Risk Assessment, Marketing Communications, Internal Communications, Internal Audit, Test Planning, System Deployment, System Testing, Insurance, Operational Risk..., FINRA, Analysis, Management, Business Analysis, Leadership, Software Documentation, Banking, Vendor Management, Series 7, Cross-functional Team..., SDLC, Resource Management, PMO, Strategy, Disaster Recovery, Training, Budgets, Project Planning, Financial Services, CRM, Portfolio Management, Business Process..., Process Improvement, Program Management, Project Portfolio..., Requirements Gathering, IT Strategy, Relationship Management, Business Requirements, Financial Risk, Visio, Executive Management, Business Process, PMP, Mutual Funds
Education
College of Saint Elizabeth
Business
Cafaro Greenleaf May 1996 - Present
UBS 2000 - 2005
Prudential Investments 1996 - 2000
Education
Delaware Valley College 1988 — 1992
Bachelor of Science, Business Administration
Prudential Investments April 2014 - Present
TS Capital, LLC December 2011 - April 2014
John Hancock Annuities June 2011 - November 2011
John Hancock Funds October 2007 - June 2011
Skills
Mutual Funds, ETFs, Investments, Variable Annuities, Retirement Planning, Fixed Annuities, Closed-end Funds, Series 7, Series 63, Financial Analysis, Alternative Investments, Asset Allocation, Separately Managed..., Unit Investment Trusts, Strategic Financial..., Financial Services
Education
Bowdoin College 2002 — 2006
B.A., Economics and Government/Legal Studies
Belmont Hill School 1998 — 2002
Louisa County July 2011 - Present
Prudential Investments June 1995 - December 2005
Prudential Mortgage Capital Company June 1985 - June 1995
Skills
Asset Managment
Education
Brown University 1971 — 1975
Sc.B.
Comerica Bank November 2011 - Present
US Bank July 2009 - August 2011
AllianceBernstein November 2007 - November 2008
Wells Fargo Investments November 2000 - November 2007
Prudential Investments April 1997 - May 2000
Oppenheimer & Co. January 1995 - March 1997
J&W Seligman December 1991 - January 1995
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA, Political Science/International Business
Hofstra University 1988 — 1991
BA, Political Science/International Business
Merrill Lynch April 2005 - Present
Pax Clearing Corporation April 1999 - April 2005
PricewaterhouseCoopers August 1993 - April 1999
Coopers & Lybrand 1993 - 1999
Prudential Capital Group May 1992 - September 1992
Prudential Investments August 1988 - August 1991
Skills
@#$, &^%, )(*&^%$#
Education
The University of Chicago 1991 — 1993
MBA, Finance and Accounting
Cornell University 1984 — 1988
BS, Applied Economics and Business Management
Beauty Brands February 2013 - Present
Archiver's April 2008 - February 2013
Archiver's April 2008 - May 2010
AIU Online March 2007 - May 2007
Kohl's Department Stores November 2005 - March 2007
Prudential Investments July 2004 - March 2005
Howe Barnes Hoefer & Arnett November 1999 - July 2004
Education
Concordia University Chicago 1995 — 1999
BA, Psychology
-- Administrative AssistantHewitt AssociatesJune 2001 - February 2005
Prudential Insurance March 1995 - May 1999
Prudential Investments June 1991 - March 1995
Education
Albright College 1987 — 1991
BS, Business Management/Psychology
U.S. Department of Energy June 2015 - Present
US Army July 2005 - November 2012
BNP Paribas July 2001 - July 2003
Prudential Investments April 1999 - July 2001
Prudential Insuarance Company 1996 - 1998
Skills
Variance Analysis, Planning Budgeting &..., Customer Retention, Project Management, Expense Reports, Ad Hoc Reporting
Education
American University 2015 — 2016
Master’s Degree, Public Policy in Science Technology, and Enviromental Policy, 4.0
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Management and Finance, Grade Point Average 3.5
Shaw University 1989 — 1995
Bachelor's Degree, Business Administration and Management, General, Grade Point Average 2.9
Saint Benedict's Prep 1985 — 1989
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, GPA 3.0
Burgiss January 2012 - Present
Burgiss January 2010 - January 2012
Burgiss May 2008 - January 2010
Linden Asset Management December 2006 - April 2008
Prudential Investments May 2007 - August 2007
Skills
Private Equity, Private Equity/Venture..., Venture Capital, Portfolio Management, Product Management, Visualization, Financial Reporting, Excel, Flow Charts, Financial Analysis, Alternative Investments, Organizational Design, Team Leadership, Leadership Development, Analysis, Data Analysis, Management, Microsoft Excel, Hedge Funds, Project Management, Business Strategy, Finance, Investments, Asset Management, Risk Management, Mutual Funds, Financial Modeling, Valuation, Bloomberg, Business Development, 3D visualization
Education
Fordham Gabelli School of Business 2008 — 2008
Master of Business Administration (M.B.A.), Finance
University of Scranton 2007 — 2008
Master of Business Administration (MBA), Finance
Marywood University 2003 — 2007
BBA, Cum Laude, Finance & Management
Prudential Investments May 2011 - Present
Advisors Asset Management, Inc. April 2009 - April 2011
SEI Investments June 2006 - February 2009
Russell Investment Group July 2003 - June 2006
Hirtle Callaghan & Co. February 2002 - August 2003
Salomon Smith Barney 2001 - 2002
SEI Investments 1996 - 1999
United States Marine Corps 1991 - 1996
Skills
Asset Managment, Asset Management, Business Development, Equities, Financial Advisory, Financial Services, Fixed Income, Investment Management, Investment Strategies, Investments, Management, Mutual Funds, Wealth Management, Strategy, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 1999 — 2001
MBA
Hobart and William Smith Colleges 1985 — 1989
BA, Economics
LT Apparel Group August 2014 - January 2015
Professional Service Group of Central New Jersey (PSGCNJ) January 2014 - August 2014
LS Power December 2004 - November 2012
Builders FirstSource January 1998 - November 2004
Princeton Allergy and Asthma Associates, P.A. 1996 - 1998
Carl Gensib, CPA 1993 - 1996
L.F. Rothschild & Co. Inc. 1987 - 1993
Prudential Investments 1986 - 1987
Ernst & Young 1984 - 1986
Manufacturers Hanover Trust 1982 - 1983
Skills
Financial Reporting, General Ledger, Financial Analysis, Accounting, Internal Controls, Auditing, Cash Flow, Finance, Budgets, Forecasting, Analysis, GAAP, Financial Statements, Cash Management, Microsoft Excel, Payroll, Internal Audit, Budget, QuickBooks, Investran, Monthly Close Process, Microsoft Solomon, Variance Analysis
Education
State University of New York at Binghamton
Bachelor of Science, Accounting
KPMG May 2011 - Present
Deloitte September 2005 - April 2011
Prudential Investments January 2000 - September 2005
Skills
US GAAP, Tax Accounting, Corporate Tax, International Tax, Sarbanes-Oxley Act, Internal Controls, Tax, FIN 48, Partnership Taxation, Tax Research, Tax Advisory, Accounting, Income Tax, Financial Reporting, CPA, US Tax, Tax Law, Auditing, SEC filings, GAAP, Management Consulting, Big 4, Corporate Finance, Financial Accounting, Financial Statements, SEC Filings, Tax Preparation, Tax Returns
Education
Capital University - School of Management 1994 — 1997
MBA
One Butterfly LLC October 1997 - Present
Aria Communications August 1997 - April 2001
Oppenheimer & Co. May 1996 - May 1997
Lehman Brothers December 1993 - May 1996
Prudential Investments February 1990 - December 1993
Student Agencies, Inc. June 1989 - February 1990
Patchwork Puppets & Co. April 1974 - August 1980
Skills
Motivational Speaking, Entrepreneurship, Meditation, Published Author, Executive Coaching, Personal Development, Healing, Public Speaking, Small Business, Life Coaching, Marketing Communications, Lifestyle Coaching, Wellness, New Business Development, Wisdom, Energy Healing, Spirituality, Holistic Health, Writing, Inspiration, Wellbeing, Healer to Healers, Editing, Intuitive Creativity..., Expert on Healing, Inspirational Speaker, Expert on Spiritual..., Spiritual Practice, Creative Problem Solving, Small Business..., Professional Intuitive, Book Coach, Writing Coach, Blogging, Business Strategy, Spiritual Direction, Spiritual Wisdom, Artists, Authors, Creativity, Writer, Editor, Peak Performance, Intuitive Coach, Seminar Speaker, New Thought Leader, Professional..., Entrepreneur
Education
Blue Sky School of Professional Massage and Therapeutic Bodywork 2004 — 2005
Cornell University 1984 — 1989
Bachelor of Arts (BA)
Ithaca High 1980 — 1984
BMO Capital Markets July 2010 - Present
NYU Stern School of Business August 2008 - July 2010
American Century Investments June 2009 - September 2009
Prudential Investments May 2006 - August 2008
International Council of Shopping Centers October 2004 - May 2006
Skills
Equities, Mutual Funds, Equity Research, Investment Management, Investments, Portfolio Management, Bloomberg, Financial Modeling, Capital Markets, Valuation, Asset Managment, Fixed Income, Financial Analysis, Due Diligence, Corporate Finance, Financial Institutions, Banking, Commercial Banking, Retail Banking, CFA, Series 7, Series 63
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Accounting, Financial Markets
Colgate University 2000 — 2004
BA, Mathematical Economics, Physics
Prudential Investments February 2013 - Present
Prudential Investments March 2012 - February 2013
Prudential Financial August 2010 - February 2012
Newbridge Securities March 2010 - July 2010
JP Morgan Chase January 2007 - March 2010
New York Times Digital September 2005 - January 2007
RadioShack August 2000 - November 2004
Skills
Mutual Funds, Wealth Management, Equities, Retirement Planning, Fixed Income, Investments, Management, Alternative Investments, Asset Allocation, Fixed Annuities, Series 7, Leadership, Asset Management, Retirement, Securities, Portfolio Management, Strategic Financial..., Finance, Hedge Funds
Education
Hofstra University 2001 — 2006
BBA, Finance, Accounting, English
Erasmus University Rotterdam 2005 — 2005
International Finance
1199 National Benefit Fund 2008 - Present
Prudential Investments 1997 - 2003
Capital Advisors Group 1992 - 1996
Skills
Alternative Investments, Portfolio Management, Asset Managment, Fixed Income, Investments, Equities, Due Diligence, Risk Management, Hedge Funds, Financial Risk, Asset Management
Education
University of Kentucky
Masters in International Business
Bachelors in International Relations
J.C. Blanco Consulting January 2014 - Present
Networth Capital L.L.C. May 2008 - January 2013
Doral Financial Centre June 2006 - February 2008
Beacon Financial Mortgage Bankers March 1999 - November 2007
Prudential Investments January 1997 - June 1999
Jackson Memorial Hospital June 1993 - September 1997
Skills
Loans, Commercial Lending, Mortgage Lending, Small Business Lending, Financial Analysis, Loan Origination, Real Estate, Commercial Mortgages, Strategic Planning, Lines Of Credit, Investment Properties, Finance, Negotiation, Strategic Financial..., Corporate Finance, Asset Managment, Mortgage Banking, Residential Mortgages, Sales Management, Refinance, Credit Analysis, Cash Flow, Commercial Real Estate, Small Business, Accounting, Tax, Property Management, Business Planning, Investors, Acquisitions, Managerial Finance
Education
Keller Graduate School of Management 2012 — 2013
Master of Accounting, Accounting and Taxation
University of Miami - School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Finance and Healthcare Administration
Florida International University 1993 — 1996
Bachelor of Arts (B.A.), Psychology
Oak Grove Consultancy LLC February 2009 - Present
Bryant Rabbino LLP October 2010 - May 2013
Capital L Group, LLC March 2010 - December 2011
Invesco Ltd September 2004 - January 2009
New York Life Investment Management 2000 - 2004
Lazard Asset Management July 1997 - July 2001
Prudential Investments December 1996 - July 1997
Skills
Hedge Funds, Securities, Investment Advisory, Compliance, Asset Management, Mutual Funds, Series 7, Private Equity, AML, FINRA, Risk Management, Due Diligence, Internal Controls, Enterprise Risk..., Asset Managment, Alternative Investments
Education
Emory University - Goizueta Business School 2010 — 2013
Master of Business Administration (MBA)
Thomas Jefferson School of Law 2009 — 2011
LL.M (Cum Laude)
Nigerian Law School, Victoria Island 1985 — 1986
B.L.
University of Nigeria 1981 — 1985
LL.B.
Prudential Investments June 2010 - Present
Prudential Investments October 2005 - June 2009
Prudential Investments May 2000 - October 2005
UBS/PaineWebber 1993 - 2000
UBS/PaineWebber 1993 - 2000
UBS/PaineWebber 1993 - 2000
Skills
Management, Strategic Planning, Project Management, Event Management, Project Planning, Team Leadership, Relationship Management, Business Managment, Process Improvement, Analysis, Alternative Investments, Equities
Education
Felician College 2000 — 2003
Bachelor's degree, Business Administration and Management, General
St. Peter's College 1996 — 1997
Resource Real Estate July 2015 - Present
Resource Real Estate January 2015 - July 2015
Prudential Investments July 2013 - January 2015
SEI July 2012 - June 2013
SEI January 2012 - July 2012
SEI March 2011 - December 2011
The David Berdow Company & Bala Financial Group February 2010 - February 2011
Skills
Mutual Funds, Asset Management, Investments, Financial Advisory, Series 63, Time Management, Financial Analysis, Lead Generation, Asset Allocation, ETFs, Retirement Planning, Financial Markets, Relationship Management, Series 7, Leadership, Sales, Customer Service, Finance
Education
Arizona State University 2005 — 2009
Interdisciplinary Studies, Business & Mass Communication
United Health Group February 2015 - Present
Edison Consulting Group June 1997 - Present
Monmouth County SPCA May 2000 - Present
Bracco Diagnostics July 2013 - June 2014
Wallenius Wilhelmsen Logistics September 2011 - September 2012
Klinger Advanced Aesthetics August 2005 - December 2007
Agere Systems January 2001 - December 2001
Awards.com January 2000 - December 2000
Prudential Investments January 1998 - December 1999
Dow Jones Telerate June 1997 - December 1997
Skills
Customer Service, Process Improvement, Strategic Planning, Public Speaking, Business Analysis, Social Media, Leadership, Project Management, Nonprofits, Photography, E-commerce, Public Relations, Fundraising, Social Networking, Integration, Strategy, Cross-functional Team..., Management, Vendor Management
Education
Fashion Institute of Technology 1982 — 1984
BS, Marketing
Fashion Institute of Technology 1980 — 1982
AAS, Buying and Merchandising
Prudential Investments Quantitative Analyst IIPNC Advisors2002 - 2007
PNC Advisors May 1997 - May 2002
Education
Drexel University - LeBow College of Business 1996 — 1997
MBA, Finance
Physique 57 November 2005 - Present
Morgan Stanley August 2000 - February 2005
Prudential Investments May 1997 - August 2000
Deutsche Bank May 1996 - May 1997
Skills
Leadership, Entrepreneurship, Fitness, Strategy, Marketing, Team Building, Social Media Marketing, Retail, Public Relations, Social Networking, Marketing Strategy, Social Media, Public Speaking, Event Management, Sales, Brand Development, Business Strategy, Management, Strategic Planning, New Business Development
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA)
Boston University 1989 — 1993
BA, English
Scarsdale High School
Deloitte & Touche LLP February 2012 - Present
Verities Strategies Group, Inc. - Loss Share Consultants October 2010 - February 2012
Financial Industry Technical Services, Inc November 1999 - October 2010
Prudential Investments 1997 - 1999
Bankers Trust Company 1987 - 1996
First Fidelity Bank 1985 - 1987
Federal Reserve Bank of New York 1983 - 1985
Skills
Management Consulting, Program Management, Operations Management, Risk Management, Compliance Management, Loss-Share Compliance..., Banking, Cross-functional Team..., Outsourcing, Strategy, Project Planning, Financial Analysis, Strategic Planning, Analysis, Portfolio Management, Distressed Debt, Management, Process Improvement, Project Management, Financial Services, Leadership, Integration, PMO, Business Process..., Business Transformation, Executive Management, Mergers & Acquisitions, Securities, Consulting, Vendor Management, Team Building, Financial Risk, Auditing, Due Diligence, Business Analysis, Enterprise Risk..., Internal Audit, Internal Controls
Education
Columbia University in the City of New York 1979 — 1983
Bachelor of Arts (B.A.), Economics
Stevenson High School, Bronx NY 1975 — 1979
Honors High School Diploma
The Nielsen Company April 2007 - Present
CITI, INC March 2007 - Present
The Nielsen Company January 2007 - Present
Citigroup 2002 - 2007
UBS PAINEWEBBER January 2000 - January 2002
UBS 2000 - 2002
New York University January 1998 - January 2000
New York University 1998 - 2000
Prudential Investments January 1996 - January 1998
Prudential Investments 1996 - 1998
Education
Drew University 1992 — 1996
Bachelor of Arts, Political Science
Drew University
Bachelor of Arts, Political Science
InSys Consulting Services, Inc January 2010 - Present
insys 2009 - 2015
Enterprise Engineering Inc March 2007 - November 2008
JP Morgan Chase September 2005 - March 2007
Prudential Investments September 2003 - September 2005
CIBER September 1998 - September 2003
EJR Computer Associates March 1980 - September 1998
CGA September 1977 - March 1980
Home Life Insurance Company April 1974 - October 1977
Skills
Oracle, Business Analysis, Consulting, Management, Requirements Analysis, Technical Recruiting, Finance, SDLC, Vendor Management, DB2, Project Management, Business Intelligence, Talent Acquisition, Data Warehousing, Enterprise Architecture, Business Process..., Software Development, Software Project..., Software Consulting, Integration
Education
The Graduate Center, City University of New York 1974 — 1978
Computer Science - Database Technology
City University of New York City College 1968 — 1974
BS, Computer Science / Economics
Stuyvesant High School 1965 — 1968
BlackRock July 2010 - July 2014
Weichert Realtors December 2008 - December 2012
Fiserv June 2005 - April 2008
Interactive Technologies October 2000 - June 2005
selfemployed February 1999 - October 2000
Deutsche Asset Management October 1998 - February 1999
Prudential Investments August 1987 - October 1998
Skills
Vendor Management, SDLC, Requirements Analysis, Product Management, Program Management, Integration, Business Intelligence, Strategy, Software Development, Software Project..., Risk Management, Consulting, Project Planning, Financial Services, Management, Product Development, CRM, Leadership, Mergers & Acquisitions, Training, Troubleshooting, IT Management, Analysis, Process Improvement, Business Process, Contract Negotiation, Enterprise Software, IT Strategy, Portfolio Management, Cross-functional Team..., Change Management, Business Process..., Project Portfolio..., Sales, Telecommunications, Finance, Outsourcing
Education
Columbia University - Columbia Business School 1995 — 1996
Master's Degree, MBA
Dell SonicWALL May 2012 - Present
SonicWALL Inc (acquired by Dell) April 2001 - May 2012
Arzoon October 2000 - April 2001
Alliance Bernstein September 1997 - October 2000
Prudential Investments November 1996 - September 1997
NYNEX (Current - Verizon Communications), NY May 1996 - November 1996
EDS Boca Raton, Florida May 1995 - May 1996
IBM Boca Raton (Keane Inc) February 1993 - May 1995
IBM Austin (Keane Inc) May 1992 - February 1993
IBM TJ Watson Research Center, Yorktown February 1992 - May 1992
Education
University of New Haven 1990 — 1992
MS
Bangalore University 1985 — 1989
B.E
MFS Investment Management February 2014 - Present
Prudential Investments December 2011 - February 2014
Invesco Ltd. May 2010 - November 2011
Van Kampen Funds October 2007 - June 2010
Education
American University 2002 — 2005
Johnston Asset Management 2008 - 2013
JPMorgan Chase 1997 - 2002
Prudential Investments 1985 - 1997
Skills
Fixed Income, Asset Management, Capital Markets, Equities, Portfolio Management, Hedge Funds, Investments, Mutual Funds, Bloomberg, Series 7, Investment Strategies, Wealth Management, Trading, Securities, Derivatives, Alternative Investments, Institutional..., Asset Allocation
Education
Cornell University
BS, Economics
Gymnasiym Oberstdorf. Germany
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), International Finance
Kelleher Global Legal Support LLC September 2013 - Present
Kardaras & Kelleher LLP January 2010 - February 2013
Boomers & Beyond Consulting Services LLC May 2007 - January 2012
UBS Wealth Management August 2000 - March 2007
Prudential Investments July 1995 - July 2000
Protective Life - Investment Products Division September 1993 - November 1994
Landmark Financial November 1988 - May 1991
Education
Fairleigh Dickinson University
BA, French
Boston University 2011 — 2011
Paralegal Certificate
Solar-Inno Corporation, USA June 2013 - Present
UST Global (portfolio of Comcraft Group) December 2014 - May 2015
Solar Inno Corporation 2013 - 2015
Solar Inno Corporation 2013 - 2015
UST Global March 2010 - November 2014
GE Capital 2009 - 2009
NEC America 2007 - 2009
Prudential Investments 2007 - 2008
Kawasaki Motors Corp., U.S.A. 2005 - August 2007
Covansys Corporation May 1999 - September 2004
Skills
Mergers, Portfolio Management, Corporate Finance, Investments, Risk Management, Financial Reporting, Financial Modeling, Financial Accounting, Strategy, Mergers & Acquisitions, Business Planning, Due Diligence, Valuation
Education
Columbia University - Columbia Business School 2008 — 2009
MBA (for Executives), Finance/Strategy, H
Indian Institute of Management, Bangalore 1997 — 1999
PGDM, Business/Finance/Information Systems
Indian Institute of Technology, Kharagpur 1989 — 1993
B.Tech, Mechanical Engineering
TMS Health March 2011 - Present
Pride Mobility Products Corp December 2007 - March 2011
DataScan Field Services June 2000 - December 2007
Prudential Investments November 1998 - May 2000
Prudential Investments May 1997 - November 1998
Skills
Started Retail Business, Microsoft Office, Sales Operations, Sales Management, Management, Sales, Team Leadership, Training, Customer Service, Software Documentation, Pharmaceutical Sales, Pharmaceutical Industry, Team Building, Time Management, Leadership, Account Management, Marketing
Education
Marywood University 1998 — 1998
N/A
Berklee College of Music
Bachelor, Music; Performance/Music Business
Central High
eJnnn Phecda Partners July 2015 - Present
Prudential Investments January 2008 - July 2015
Aberdeen Asset Management June 2007 - January 2008
PNC Advisors May 1997 - June 2007
Skills
Equities, Alternative Investments, Investment Strategies, Fixed Income, Asset Management, Hedge Funds, Asset Allocation, Financial Modeling, Mutual Funds, Equity Research, Bloomberg
Education
Drexel University
MBA, Finance
Fudan University
Bachelor of Economics, International Finance
Tru-Edge Consulting, LLC June 2011 - Present
Focus Partners, LLC April 2012 - July 2013
Oculus Partners, LLC May 2011 - January 2012
Morgan Stanley Smith Barney January 2010 - June 2011
Paradigm Capital Management June 2009 - May 2010
Glenmont Partners,LLC. January 2007 - December 2008
NYS Small Business Technology Investment Fund June 2004 - January 2007
UBS Wealth Management May 1994 - May 2004
Prudential Investments 1988 - 1994
EFHutton July 1978 - January 1988
Skills
Coaching, Start-ups, Recruiting, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Series 63, Retirement Planning, Securities, Asset Managment, Portfolio Management, Equities, Financial Advisory, Fixed Income, Strategic Financial..., Private Equity, Venture Capital, 401k, Hedge Funds, Retirement, Fixed Annuities, Training, Sales Management, Employee Development, Finance
Education
Boston University - School of Management
BS in BA, Business management
Buckingham, Browne & Nichols School
Cambridge, MA.
Infiniti Motor Company Ltd. September 2012 - Present
Wilson Borough Fire Department January 2001 - June 2013
Diversified September 2011 - August 2012
Urban Hippo Consulting, LLC February 2002 - September 2011
ACS February 2008 - January 2009
Hewitt Associates December 2006 - February 2008
Prudential Investments January 1998 - February 2002
Putnam Investments December 1988 - January 1998
Skills
Benefits Administration, Employee Benefits, Process Improvement, Retirement, Customer Service, Pensions, Investments, Customer Satisfaction, Business Planning, Training, Sales, CRM, Technical Presentations, Public Speaking, Dealer Training, Automotive, Corporate Events, Sales Process, Automobile, Dealer Management, Six Sigma, Vehicle Extrication, Presentation Development, Tires, Auto Racing, Customer Relations, FINRA Series 6 & 63, Key Account Development, Problem Solving, Strategic Planning, Compliance, New Business Development, Team Building, Sales Management, Account Management, PowerPoint, 401k, Outlook, Contract Negotiation, Technical Training, Relationship Management, Retirement Planning, Call Centers, Employee Training, Mutual Funds, Leadership Development, Financial Services, Vehicles, Sales Presentations, Change Management
Education
Boston University 1989 — 1992
BS, Finance / Economics
Northampton Community College 2011 — 2011
Emergency Medical Services, EMT Certification
Gartland and Mellina Group November 2013 - Present
Ernst & Young August 2012 - October 2013
PwC May 2011 - September 2012
FITS Consulting December 2010 - May 2011
Deutsche Bank April 2010 - December 2010
Balyasny Asset Management June 2009 - April 2010
JP Morgan February 2007 - April 2009
Quattro Global Capital LLC June 2001 - November 2006
Prudential Investments December 1998 - May 2001
Skills
Financial Services, Asset Management, Mutual Funds, Analysis, Middle Office, Project Management, Management, Back Office, Equities, Bonds, Portfolio Management, Budgets, Six Sigma
Education
Albright College 1994 — 1998
Finance & History
west essex
Royce & Associates November 2000 - Present
Prudential Investments 1988 - 2000
Prudential Financial 1988 - 2000
Altria 1985 - 1987
Andersen Consulting 1982 - 1985
Skills
Valuation, Management, Alternative Investments, Series 7, Portfolio Management, Equities, Trading, Investments, Mutual Funds, Credit Analysis, Equity Research, Analysis, Bonds, Private Placements, Mergers & Acquisitions, Financial Services, Securities, High Yield, Financial Structuring, Hedge Funds, Financial Modeling, Capital Markets, Financial Analysis, Bloomberg, Asset Management, Equity Valuation, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
State University of New York at Binghamton 1978 — 1982
BS, Computer Science, Math, Economics
Full Circle Advisors, LLC July 2014 - Present
National Securities August 2013 - July 2014
Janney Montgomery Scott May 2012 - August 2013
Prudential Investments January 2011 - May 2012
Capital One June 2009 - January 2011
Lehman Brothers June 2008 - August 2008
Accenture June 2007 - August 2007
Skills
Financial Modeling, Finance, Data Analysis, Banking, Investments, Corporate Finance, Valuation, Portfolio Management, Financial Analysis, Equity Research, Analysis, Securities
Education
American University - Kogod School of Business 2005 — 2009
BSBA, International Finance, Accounting, Summa Cum Laude Honors
Lazard March 2015 - Present
Ernst & Young October 2010 - Present
GE Real Estate February 2009 - August 2010
GE Capital January 2008 - February 2009
GE July 2006 - July 2008
BCG 2002 - 2004
Prudential Investments 1998 - 2001
Skills
Financial Modeling, Leadership, Marketing, Data Analysis, Private Equity, Financial Analysis, Financial Services, Business Strategy, Management Consulting, Mergers & Acquisitions, Strategy, Finance, Business Development, Business Process..., Risk Management, Competitive Analysis, Strategic Planning, Valuation, Analysis, Analytics, Accounting, Due Diligence, Project Management, Negotiation, Mergers, Management, Portfolio Management, Consulting, Market Research, Real Estate Private..., Business Analysis, Process Improvement, Change Management, Banking, Forecasting, Business Planning, Contract Negotiation
Education
London Business School 2004 — 2006
MBA, Finance
University of Virginia 1994 — 1998
B.Sc in Commerce, Finance and International Business
Delhi Public School - R. K. Puram 1980 — 1994
Prudential Investments March 2002 - September 2010
Prudential Investments January 1999 - March 2002
Prudential Investments March 1998 - January 1999
Chase October 1996 - March 1998
Chase May 1992 - September 1996
Chase Manhatan Leasing Company April 1980 - April 1992
Chase March 1977 - March 1980
Coopers & Lybrand January 1975 - March 1977
Skills
Planning, Mergers, Process Improvement, Financial Planning, Asset Management, Budgeting, Team Building, Operations Management, Financial Analysis, Change Management, Accounting, Forecasting, Analysis, Financial Reporting, Leadership Development, Acquisition Integration, Coaching, Due Diligence, Solution Design, Asset Managment, Budgets, Strategic Financial..., Mergers & Acquisitions, Strategy, Finance, Portfolio Management, Management, Leadership, Business Analysis, Project Management, Mutual Funds
Education
Baruch College, City University of New York (CUNY)
BBA, Accountancy
Smith College
Certificate of Management, Management Program
Rockit Solutions, LLC, A Rockefeller Company November 2010 - March 2014
Rockit Solutions, LLC, A Rockefeller Company July 2008 - November 2010
Rockefeller & Co., Inc. November 2006 - July 2008
Neuberger Berman, LLC, Lehman Brothers, Inc. October 2003 - October 2006
Century 21 June 2002 - June 2006
Neuberger Berman, LLC October 2000 - October 2003
Prudential Investments June 1999 - October 2000
Prudential Investments March 1998 - June 1999
NYC Office of the Comptroller January 1997 - March 1998
NYC Department of Business Services January 1996 - January 1997
Skills
Project Management, Business Process..., Client Relations, Vendor Relationship..., Strategic Planning, Reporting & Analysis, Business Development, Cross-functional Team..., Software Quality..., Software Development..., Quality Assurance, Business Requirements, Systems Analysis, Functional..., User Acceptance Testing, Regression Testing, Defect Tracking, Financial Services, Investment Advisory, Asset Management, Private Asset Management, Wealth Asset Management, Institutional..., Performance Reporting, Performance Measurement, Performance Attribution, Financial Analysis, Due Diligence, Data Analysis, Portfolio Management, Equities, Fixed Income, Mutual Funds, Securities, Investments, Real Estate, Asset Allocation, Monte Carlo Simulation, Management
Education
Fordham Gabelli School of Business
MBA, Finance
Vignola May 2012 - Present
SunAmerica Asset Management July 2010 - April 2012
Mazur & Associates November 2008 - November 2009
BlackRock Financial May 2001 - January 2008
Deutsche Bank April 2000 - April 2001
Prudential Investments June 1992 - May 2000
Skills
Investments, Valuation, Portfolio Management, Equity Research, Mutual Funds, Investment Management, Emerging Markets, Analysis, Equities, Hedge Funds, Financial Modeling, Asset Management, Alternative Investments, Bloomberg, Capital Markets, Asset Allocation, Financial Analysis, Private Equity, Equity Valuation, Investment Strategies, Securities, Fixed Income, Series 7, Investment Advisory
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
MBA, Finance & Investments
City University of New York-College of Staten Island 1989 — 1995
BS, Accounting
Prudential Investments May 2011 - Present
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Asset Allocation, Alternative Investments, Retirement Planning, Wealth Management, Asset Managment, Investments, Series 66
Education
State University of New York at Binghamton 1998 — 2002
Bachelor of Science (BS)
Prudential Securities Former Sr. Sales Exec.WAKE TSIMarch 2008 - March 2010
Prudential Investments December 1994 - March 2000
ANNIN, Inc. April 1980 - November 1994
Education
Drexel University 1952 — 1956
West Philadelphia Catholic High 1948 — 1952
SSA
Prudential Investments January 2012 - Present
BNY Mellon Asset Management September 2000 - August 2008
Skills
401k, Account Management, Asset Management, Defined Contribution, Sales, Mutual Funds
Education
Colorado State University 1996 — 2000
Quality Car Repair 2005 - Present
Prudential Annuities April 2008 - July 2009
CitiGroup Asset Management January 2000 - February 2005
Prudential Investments October 1996 - December 2000
Prudential Securities September 1992 - June 1996
Education
Temple University 1990 — 1992
Psychology
Boston College 1986 — 1990
Psychology
TD Ameritrade April 2013 - Present
Prudential Financial August 2011 - Present
JP Morgan Chase October 2008 - July 2011
Merrill Lynch September 2007 - April 2008
Prudential Investments December 1997 - June 2007
Prudential Financial 1997 - 2007
US Trust 1989 - 1995
Skills
Risk, Analysis, Budgeting, Planning, Coaching, Requirements Analysis, Accounting, Securities, Client Services, Investments, Banking, Financial Risk, Budgets
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
MBA, Business Management
Wells Fargo Advisors, LLC July 2008 - Present
Prudential Equity Group September 1999 - June 2007
Prudential Investments January 1998 - September 1999
Prudential January 1997 - January 1998
Skills
Investments, Securities, Mutual Funds, Equities, Retirement Planning, Trading, Financial Services, Finance, Options, Asset Allocation
Education
Drexel University 2007 — 2010
Masters of Science, Sports Management
Bucknell University 1992 — 1996
BS, Finance
Vontobel Asset Management, Inc. July 2007 - Present
Archery Capital March 2006 - May 2007
John A. Levin & Co. April 2005 - November 2005
Baillie Gifford April 1996 - June 2002
Prudential Investments March 1987 - March 1996
ABD International Inc. 1984 - 1987
Skills
Hedge Funds, Equities, Asset Managment, Investments, Mutual Funds, Fixed Income, Investment Strategies, Emerging Markets, Series 7, Bloomberg, Series 63, Institutional Investors, Asset Allocation, Pension Funds, Wealth Management, Institutional..., Capital Markets, Alternative Investments, Asset Management, Client Services, Investment Management
Education
Binghamton University - School of Management 1975 — 1979
BS, Accounting
Prudential Investments May 2011 - Present
Prudential Investments October 1998 - April 2011
Pershing May 1997 - September 1998
Andersen Consulting August 1995 - May 1997
Education
Chubb Institute 1994 — 1995
Diploma, Computer Programming
De La Salle University 1971 — 1979
BS, Industrial Management Engineering
Coriell Life Sciences April 2014 - Present
Zetetic LLC June 2009 - Present
Rohm and Haas March 2003 - February 2011
Entology June 2000 - March 2003
Prudential Investments February 1999 - June 2000
Skills
Identity Management, IT Strategy
Education
Lafayette College 1996 — 1999
BA, English, German
Carnegie Mellon University 1994 — 1996
Engineering, Music
PBF Energy April 2014 - Present
Profinity, LLC September 2013 - February 2014
Bank of America August 2010 - March 2013
Merrill Lynch August 2002 - October 2010
Prudential Investments 1996 - 2000
Skills
Sybase, Equities, SQL, Oracle, SDLC, Business Analysis, Databases
Education
Edinburgh Napier University
Concord Advisory Group October 2006 - Present
Prudential Retirement November 2004 - September 2006
Prudential Investments August 2002 - November 2004
ADP January 2002 - July 2002
Merrill Lynch June 1998 - September 2001
Education
Fairleigh Dickinson University 2004 — 2007
MBA, Finance
Mount St. Mary's University 1994 — 1998
Bachelor of Science, Business
Prudential Investments 2011 - Present
Merrill Lynch 2007 - 2011
Education
Boston College 2003 — 2007
Prudential Financial, Group Insurance July 2013 - Present
Prudential Investments, Wealth Management Solutions March 2008 - June 2013
Prudential Investments January 2006 - March 2008
Prudential Investments January 2002 - January 2006
Prudential Investments November 2000 - December 2001
Prudential Securities June 1999 - November 2000
Skills
Separately Managed..., Unified Managed Accounts, Mutual Funds, Asset Allocation, Wealth Management, Investment Strategies, Fixed Income, Investment Management, Financial Advisory, Hedge Funds, Bonds, Series 7, Bloomberg, ETFs, Series 65, Financial Modeling, Derivatives, Series 63, Due Diligence, Insurance, Life Insurance, FINRA, Series 24, Securities
Education
Messiah College 1995 — 1999
BA, Mathematics and secondary education
College for Financial Planning
AAMS®, Accredited Asset Management Specialist
FINRA
Series 7 and 66
Prudential Investments October 2009 - Present
Legg Mason December 2005 - September 2009
Education
Fairfield University 1998 — 2001
Morgan Stanley Smith Barney 2007 - 2009
HighMark Capital Management 2004 - 2007
Prudential Investments 1997 - 2003
Skills
Mutual Funds, Investment Advisory, Financial Advisory, Financial Services, Sales, Portfolio Management, Asset Management
Education
Boston College 1989 — 1993
B.S.
HS Group May 2009 - Present
Cedar Hill Capital Partners October 2007 - April 2009
Countrywide Financial Corporation June 2006 - October 2007
Declaration Management & Research April 2005 - June 2006
IBM June 2002 - April 2004
Prudential Investments March 1998 - May 2001
Skills
Fixed Income, Credit, Credit Risk, Portfolio Management, Asset Managment, MBS, Loans, Investments, Mortgage Lending, Loan Origination, Asset Management, Finance, Credit Analysis, Hedge Funds, Trading, Bonds
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2002
MS, Computational Finance
Rutgers University 1992 — 1997
BA, BS, and Minor, Statistics, Finance and Economics
Jennison Associates August 2000 - Present
Prudential Investments June 1996 - August 2000
Skills
Investments, Portfolio Management, Asset Allocation, Equities, Asset Management, Alternative Investments, Bloomberg, Capital Markets, Equity Research, Mutual Funds, Securities, Valuation, Financial Modeling
Education
Yale University - Yale School of Management 1985 — 1987
MBA
College of the Holy Cross 1978 — 1982
BA, Economics
Curcio Webb 2008 - Present
Vanguard November 2004 - 2008
HSBC Investment Management February 2001 - November 2004
UBS/PaineWebber June 1998 - February 2001
Prudential Investments February 1994 - June 1998
Education
Fairleigh Dickinson University 1991 — 1993
MBA, Finance
University of Notre Dame 1985 — 1989
BA, Economics
Novartis 2007 - Present
Travelport (formerly division of Cendant) 2002 - 2007
Cendant 2001 - 2002
Arthur Andersen 1999 - 2001
Prudential Investments 1996 - 1998
Skills
Forecasting, Internal Controls, Auditing, Sarbanes-Oxley Act, US GAAP, Finance, Budgets, Financial Reporting, Financial Analysis, Pharmaceutical Industry, Financial Accounting, Business Analysis
Education
College of Saint Elizabeth 2009 — 2013
Master's Degree, Health Care Management
Rutgers, The State University of New Jersey-Newark 1992 — 1996
Bachelor of Science, Accounting
ELECTRONIC TESTING SERVICES September 2015 - Present
Bank Leumi July 2011 - June 2013
HUD July 2010 - June 2011
JPMorgan Chase April 2007 - March 2008
Prudential Financial 1999 - 2001
Prudential Investments 1997 - 2001
Skills
SDLC, Business Analysis, Requirements Gathering, Visio, User Acceptance Testing, Business Requirements, Requirements Analysis, Change Management, Software Documentation, Data Analysis, Outlook, Banking, Microsoft Word, Programming, ETL, Team Leadership, Software Project..., Databases, Integration, Strategy, Data Warehousing, Project Management, Testing, PMP, Business Process, Microsoft SQL Server, SQL, Systems Analysis, IT Strategy, Agile Methodologies, Software Development, Enterprise Architecture, Business Intelligence
Education
City University of New York-College of Staten Island 1974 — 1976
new york life investments March 2011 - Present
New York Life Investment Management January 2006 - March 2011
Prudential Investments June 2000 - January 2006
Prudential Financial May 1998 - June 1999
Skills
Marketing Program Design, Market Research Programs, Cross-Functional Team..., Media Relations &..., Digital Strategy..., High Profile Event..., Product Adoption &..., Business Development &..., Financial Services, Cross-functional Team..., Investments, Management, Market Research, Marketing, Marketing Strategy, Mutual Funds, Program Management, Analysis, Retirement
Education
Rider University 2003 — 2005
Master of Business Administration (MBA)
Drexel University 1987 — 1992
BS, Finance, Marketing
MetLife December 2002 - Present
Prudential Investments 1984 - 2002
Touche Ross 1978 - 1982
Education
Northwestern University - Kellogg School of Management 1982 — 1984
MBA, Finance
Bucknell University 1974 — 1978
BS, Accounting
Merrill Lynch July 2012 - Present
New Canaan Fire Department November 2005 - Present
American Realty Advisors October 2010 - January 2012
HFP Capital Markets, LLC January 2008 - July 2010
Leeb Capital Management 2004 - 2006
Prudential Investments 1998 - 2003
HSBC Securities 1994 - 1996
Merrill Lynch Capital Markets February 1984 - December 1994
First National Bank of Cincinnati March 1980 - February 1984
Skills
Capital Markets, Securities, Banking, Investment Banking, Bonds, Due Diligence, Investments, Investment Management, Strategic Planning, Financial Analysis, Finance, Asset Managment, Valuation, Fixed Income, Equities, Executive Management, Venture Capital, Alternative Investments, Investment Strategies, Structured Finance, Asset Management, Business Strategy, New Business Development, Budgets, Financial Markets, Trading, Negotiation, Hedge Funds, Emerging Markets, Mutual Funds, Corporate Finance, Financial Modeling, Investor Relations, Wealth Management, Financial Services, Budgeting, Marketing Strategy, Strategy Development, Business Planning, Business Development, Strategy, Portfolio Management, Private Equity, Mergers & Acquisitions, Asset Allocation, Relationship Management, Financial Structuring, Real Estate, Risk Management, Investment Advisory
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1983
Executive Program CIBS, International Banking
Georgetown University 1971 — 1975
BSFS, International Economics
St. Joseph Regional High School 1967 — 1971
College/University Preparatory and Advanced High School/Secondary Diploma Program
SIG 2007 - Present
Prudential Investments September 1989 - June 2007
Education
Fordham University 1985 — 1989
ADP Retirement Services 2005 - Present
Prudential Financial 2004 - 2005
Prudential Investments 1994 - 2005
Skills
Series 63, Mutual Funds, Series 7, 401k, Asset Management, Investments, Retirement, Financial Modeling, Business Analysis, Financial Analysis, Salesforce.com, Competitive Analysis, Analysis, Asset Allocation, Market Research, Product Strategy, Excel, Due Diligence, PowerPoint, Product Management, CIMA(R) Certified..., AIF(R) Accredited..., CMFC(R) Chartered..., CFS(R) Certified Fund..., Certified 401(k)..., Financial Services, Relationship Management, Series 6, Securities
Education
Pace University - Lubin School of Business 1994 — 1998
MBA, Portfolio & Investment Management
Fairleigh Dickinson University 1987 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments August 2014 - Present
Morgan Stanley June 2012 - May 2014
Fidelity Investments April 2009 - June 2012
Prudential Investments. August 2008 - January 2009
Morgan Stanley June 2007 - April 2008
Prudential Financial April 2005 - June 2007
Wachovia Securities/Prudential Securities May 1995 - April 2005
Prudential Securities 2000 - 2004
Wachovia Securities, LLC 2000 - 2004
Delaware Charter Guarantee & Trust February 1994 - May 1995
Skills
CICS, SDLC, Business Analysis, Business Requirements, Management, Project Management, JCL, Software Project..., Databases, VSAM, Mainframe, Enterprise Architecture, Data Modeling, Agile Methodologies, IBM Mainframe, Process Improvement, Project Portfolio..., Requirements Analysis, Program Management, COBOL, Business Intelligence, Visio, IT Strategy, Disaster Recovery, DB2, Change Management, Systems Analysis, Project Planning, Financial Services, Requirements Gathering, User Acceptance Testing, Business Process, Risk Management, MS Project, SharePoint, Integration, IT Management, Software Documentation, Fileaid, Analysis, Quality Center, SQL, Data Warehousing, Endeavor, MVS, Leadership, PMO
Education
Brookdale Community College 2005 — 2006
Chubb Institute 1992 — 2000
Alexandria University 1985 — 1990
pychology
Prudential Fixed Income 2006 - Present
Prudential Investments 2003 - 2006
Prudential Investments 1997 - 2003
SIB Portfolio Advisors 1987 - 1997
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Colgate University 1980 — 1984
B.A., Economics & Political Science
Prudential Investments September 1987 - Present
Prudential Fixed Income 1987 - Present
Skills
Fixed Income, Hedge Funds, Equities, Asset Management, Derivatives, Prime Brokerage, Middle Office, Trading Systems, Securities, Mutual Funds, Capital Markets, Bloomberg, Portfolio Management, Investments, Equity Research, Financial Markets, Alternative Investments, Asset Allocation, Bonds, Financial Services
Education
Fairleigh Dickinson University
BS, Finance
The Coca-Cola Company June 2015 - August 2015
PwC July 2012 - July 2014
PricewaterhouseCoopers 2010 - June 2012
Federal Reserve Bank of Atlanta February 2010 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Prudential Investments June 2008 - August 2008
Skills
Financial Accounting, Sarbanes-Oxley Act, Auditing, Corporate Finance, Finance, Internal Audit, Internal Controls, Wealth Management, Financial Analysis, Business Process..., Asset Management, Strategy, Consulting, Microsoft Excel, Financial Reporting, Accounting, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Marketing
Clark Atlanta University 2006 — 2010
Bachelors of Arts, Business Administration, Concentration:Finance
Cohanzick Management, LLC January 2010 - Present
Seven Bridges Management LP October 2004 - December 2009
Ulysses Management LLC February 2003 - September 2004
Halcyon Partnerships September 1996 - January 2003
Prudential Investments August 1988 - September 1996
Skills
High Yield, Investments, Special Situations, Hedge Funds, Credit, Leveraged Finance, Equities, Fixed Income, Valuation, Debt, Restructuring, Bankruptcy, Financial Modeling, Event Driven, Alternative Investments, Credit Analysis, Bonds, Credit Derivatives, Portfolio Management, Trading, Capital Markets, Securities, Bloomberg, Private Equity, LBO, Investment Banking, Mutual Funds, Asset Management, Private Placements
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA, Finance, General
Duke University 1982 — 1986
AB, Economics, Public Policy
Nicolet HS 1978 — 1982
TIAA-CREF June 2009 - Present
TIAA-CREF May 2005 - June 2009
American Realty Advisors 2004 - 2005
Prudential Investments 1990 - 2004
National Education Corporation 1989 - 1990
Deloitte Haskins & Sells 1987 - 1989
Skills
Asset Managment, Disposition, Public Speaking, Real Estate Economics, Brokerage, Leases, Valuation, Asset Management, Real Estate, Investment Properties, Real Estate Development, Investments, Property Management, Due Diligence, Finance, Corporate Real Estate, Contract Management, Negotiation, Commercial Real Estate, Real Estate Transactions, Mergers & Acquisitions
Education
Florida Agricultural and Mechanical University 1984 — 1987
BS, Accounting
Prudential Financial September 2006 - Present
Aon April 2004 - September 2006
Nationwide Insurance August 2000 - April 2004
Prudential Investments March 1998 - August 2000
Prudential Insurance September 1996 - March 1998
Skills
Pennsylvania Life,..., Pennsylvania Property &..., Fixed Annuities, Property & Casualty..., Underwriting, Insurance, Commercial Insurance, Claim, Customer Service, Team Building, General Insurance, Casualty, Commercial Lines, Group Life, STD, LTD, Dental Insurance, Term Life Insurance, Life Insurance, Health Insurance, Marketing, Group Insurance, Brokers
Education
Chestnut Hill College
BS, Human Resource Management
Abington Senior High School
Dreyfus July 2014 - Present
Prudential Investments April 2010 - June 2014
Riversource Investments February 2008 - March 2009
J & W Seligman February 2008 - December 2008
Ameriprise Financial October 2005 - February 2008
Education
Pace University - Lubin School of Business 2002 — 2005
BBA, Business - Marketing
DeSales University 2001 — 2002
Business
Prudential Investments May 1996 - November 2009
Prudential 2004 - 2008
Prudential Securities May 1996 - December 1999
Skills
Equities
Education
Baruch College, City University of New York (CUNY)
Business Administration
Harvard Business Review June 2012 - Present
International Planning Group 2012 - 2015
Raymond James & Associates May 2008 - March 2012
Wachovia, A Wells Fargo Company February 2007 - April 2008
Banif Securities 2005 - 2007
UBS March 2003 - June 2005
Credit Suisse Asset Management April 2001 - March 2003
Prudential Investments October 1996 - April 2001
Merrill Lynch October 1993 - October 1996
Citibank - Porto Alegre 1987 - 1988
Skills
Retirement Planning, Financial Planning, 401k Rollovers, Global Asset Allocation, Strategic Planning, Municipal Bonds, Estate Tax Planning, Global Fixed Income, Global Management, International Securities, Model Portfolios, Portfolio Strategy, Brazilian Portuguese, Spanish, International Bonds, Financial Advice, Portfolio Management, Bonds, Financial Advisory, Asset Allocation, Investment Advisory, Capital Markets, Fixed Income, Alternative Investments, Strategic Financial..., Mutual Funds, Wealth Management, Investment Banking, Asset Management, Wealth Management..., Finance, Business Planning, Insurance, Securities, Investment Strategies, Financial Markets, Series 7, Equities, High Net Worth..., Wealth, Private Banking, Life Insurance, Financial Planners, Hedge Funds, Structured Products, Estate Planning, Investments, Emerging Markets
Education
Barry University 2006 — 2007
CFP, Certified Financial Planner
Universidade Federal Rural do Rio de Janeiro 1976 — 1981
Agriculture Engineer, Engineering
Citi February 2012 - Present
Citi June 2011 - February 2012
Pershing April 2010 - December 2010
JPMorgan Asset Management 2005 - 2009
Neuberger Berman November 2004 - February 2005
Alliance Capital Management June 2001 - November 2004
PIMCO June 1997 - December 2000
Prudential Investments March 1997 - May 1997
TIAA-CREF September 1991 - March 1997
Skills
Relationship Management, Financial Services, Leadership, Mutual Funds, Asset Management, Management, Cross-functional Team..., Project Management, CRM, Series 7, Forecasting, Sales, Banking, Alternative Investments, Vendor Management, Series 63
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing Mangement
Harry S Truman High School 1980 — 1984
The Centurion Group, Woodbridge January 2010 - Present
Altium Group May 2008 - December 2009
Prudential Investments 2000 - 2005
Education
Bloomsburg University of Pennsylvania 1981 — 1985
BA, Mass Communications
Prudential Financial June 2011 - Present
Prudential Investments January 2001 - December 2008
Prudential Investments January 1999 - December 2000
Mutual Fund & Annuity Sales January 1996 - December 1998
Skills
Business Requirements, Project Management, Management, Asset Managment, Entitlements, Strategic Planning, Mutual Funds, Leadership, Testing, Training, Risk Management, Marketing, Business Analysis, Sales Operations, Asset Management
Education
Wilkes College, Wilkes
BS Business Administration, Banking and Finance
Boston University
PMI Certification
Prudential Investments May 2011 - Present
Prudential Investments October 1998 - April 2011
Pershing May 1997 - September 1998
Andersen Consulting August 1995 - May 1997
Education
Chubb Institute 1994 — 1995
Diploma, Computer Programming
De La Salle University 1971 — 1979
BS, Industrial Management Engineering
Merrill Lynch November 2007 - January 2014
Prudential Investments 2000 - 2007
Skills
Mutual Funds, Asset Allocation, Management, Series 7, Asset Managment, Portfolio Management, Alternative Investments, Investments, Asset Management, Hedge Funds, Equities, Wealth Management, Investment Management, Series 63
Education
Colgate University 1973 — 1977
BA, Political Science
ComplianceMetrix April 2014 - March 2015
Advicent Solutions (formerly Zywave Financial Solutions) November 2013 - March 2014
Zywave November 2011 - November 2013
EISI (formerly Financial Profiles, Inc.) November 2006 - November 2011
Financial Profiles, Inc. February 2001 - November 2006
Financial Profiles, Inc October 1999 - February 2001
Prudential Investments September 1997 - August 1999
Prudential Securities, Inc. June 1995 - September 1997
Prudential Securities, Inc. January 1992 - June 1995
Skills
Agile Methodologies, Scrum, Software Project..., Requirements Analysis, XML, Visual Studio, Test Driven Development, Business Analysis, JIRA, Software Design, Product Management, Software Development, Agile Project Management, Software Documentation, Quality Assurance, User Acceptance Testing, Web Applications, Requirements Gathering, Enterprise Software, Confluence, Retirement, Financial Services, SnagIt
Education
Cal Poly San Luis Obispo
Bachelor of Science (B.S.), Economics
Barclays Capital February 2010 - Present
Prudential Investments February 1998 - December 2009
Salomon Brothers 1992 - 1998
Skills
Derivatives, Fixed Income, Capital Markets, Business Development, Investments, Portfolio Management, Financial Services, Series 7, Asset Management, Trading Systems, Alternative Investments, Investment Banking, Securities, Hedge Funds, Equities
Education
Auburn University 1988 — 1990
BS, Finance
First Allied Securities February 2013 - Present
City of Carlsbad July 2007 - January 2013
Clout Financial Services, Inc. 2004 - 2007
CSI Financial Services, Inc. 2003 - 2004
eMind LLC 1999 - 2003
Prudential Investments 1998 - 1999
Skills
SQL, Enterprise Architecture, Business Intelligence, SharePoint, Program Management, Data Mining, Oracle, Microsoft SQL Server, OLTP, VMware, HTML, Operating Systems, DTS, Data Architecture, Erwin, SQL Tuning, Performance Point, Database Security, SSIS, Data Warehouse..., Long-term Customer..., Data Modeling, Data Warehousing, Databases, T-SQL, Software Development, Database Design, Requirements Analysis, Data Integration, Strategy, Data Migration, Data Quality, Agile Methodologies, ETL, Integration, Agile Project Management, Visio, Solution Architecture, Software Project..., SOA, SDLC, Data Governance, Master Data Management, Business Analytics
Education
California State University-Long Beach 2002 — 2004
M.S., Computer Science
IETE 1991 — 1995
Bachelor's of Technology, Electrical, Electronics and Communications Engineering
Prudential Investments July 2009 - Present
UBS Wealth Management 2006 - 2009
Merrill Lynch 2000 - 2005
Putnam Investments 1997 - 2000
Fidelity Investments 1993 - 1997
Bank Of New England 1982 - 1993
Skills
Investments, 401k, Management, Retirement, Product Management, Asset Managment, Employee Benefits, Mutual Funds, Series 7, Financial Services, Asset Allocation, Asset Management, Relationship Management, Retirement Planning, Wealth Management, FINRA, Series 63
Education
Babson College 1982 — 1989
MBA, Finance
University of Notre Dame 1978 — 1980
BSBA, Accounting
Xaverian 1972 — 1976
The Octavus Group April 2010 - Present
Mass Mutual Retirement Income Group October 2006 - April 2009
MassMutual Financial Group 2006 - 2009
Merrill Lynch Investment Managers January 2005 - October 2006
Prudential Financial November 1993 - May 2004
Prudential Investments 1993 - 2004
A.G. Edwards & Sons, Inc. 1990 - 1993
Hull Trading Corp 1986 - 1988
Skills
Mutual Funds, Alternative Investments, CRM, Financial Services, Fixed Annuities, Separately Managed..., Financial Advisory, Leadership, Sales, Variable Annuities, Finance, Marketing
Education
Arizona State University 1982 — 1986
Bachelor of Science, Finance
Parkway West High
Voya Investment Management May 2014 - Present
ING Investment Management February 2012 - May 2014
Multi-Funds, LLC September 2010 - February 2012
RIVERSOURCE Investment Management May 2008 - November 2010
Prudential Investments January 1997 - January 2008
Prudential Investments January 1997 - January 2003
SUNAMERICA ASSET MANAGEMENT CO January 1996 - January 1997
PIMCO ADVISORS DISTRIBUTION CO January 1991 - January 1996
JOHN HANCOCK DISTRIBUTORS, INC January 1985 - January 1990
E.F. Hutton & Co January 1982 - January 1985
Skills
Microsoft Office, Marketing, Marketing Strategy, Workshop Facilitation, Positioning, Series 7, Oral & Written..., Mutual Funds, Series 63, Asset Allocation, Asset Managment, Alternative Investments, Investments, Securities, Wealth Management, ETFs, Financial Advisory, Investment Management, Asset Management, 401k, Retirement Planning, Separately Managed..., Strategic Financial...
Education
College for Financial Planning
Certified Financial Planner
Babson College 1980 — 1982
Master, Business Administration
Dartmouth College 1974 — 1978
BA, History
Herman & Kittle Properties, Inc. 2013 - Present
Edward Rose Properties, Inc. 2007 - Present
Lauth Property Group 2005 - 2007
Miller One Inc. 2003 - 2005
Prudential Investments 2000 - 2003
Skills
Microsoft Office, Salesforce.com, Morningstar, Real Estate Development, Real Estate Economics, Financial Analysis, Competitive Analysis, Market Analysis, Asset Allocation, Money Managers, Capital Markets, Investment Vehicles, Written & Oral..., Organization, Proactive self-starter, Deal Sourcing, Analytical Skills, Budgets
Education
California State Polytechnic University-Pomona 1994 — 1999
BS, Business Administration (emphasis in Economics, Finance and Real Estate)
Damien High School, LaVerne, CA
New York Life October 2013 - Present
Waddell & Reed December 2011 - October 2013
Adviser Investments December 2007 - September 2011
Bank of America Investments August 2002 - November 2007
First Union Securities 1998 - 2002
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1998
Rauscher Pierce Refsnes August 1988 - June 1994
Skills
Training, Recruiting, College Recruiting, Financial Recruiting, Hands-on Leadership, Motivational..., Communication, Multi-tasking Skills, Time Management, Thought Leadership
Education
Colby College 1974 — 1978
BA, Government
Salisbury School 1970 — 1974
H.S. diploma
Brown Brothers Harriman July 2007 - May 2009
AXA 2000 - 2007
AXA Equitable 1997 - 2005
Prudential Investments 1997 - 2000
Skills
Product Development, Project Management, Leadership, Management, Mutual Funds, Risk Management, Business Analysis, Vendor Management
Education
Dominican College of Blauvelt 1984 — 1987
BS, Business Managment, Marketing
Prudential Investments February 2014 - Present
Morgan Stanley August 2000 - February 2013
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investments, Leveraged Finance, Mutual Funds, Portfolio Management, Series 7, Structured Products
Education
Fordham Gabelli School of Business
Allegheny Investment Partners, LLC March 2012 - Present
Sorrento Investments LLC October 2011 - Present
Prudential Investments October 2010 - June 2011
J. P. Morgan Asset Management September 2007 - December 2009
Salomon Brothers (acquired)/Legg Mason April 2000 - January 2007
SunAmerica Mutual Funds May 1999 - May 2000
Federated Investors December 1990 - April 1999
Ernst & Young, CPA July 1988 - March 1990
Education
Duquesne University 1984 — 1988
BS/BA, Accounting
Prudential Investments January 2012 - Present
The Hartford March 2007 - January 2012
MFS Investment Management September 2001 - March 2007
Education
Boston College 1997 — 2001
BA, English
Xavier High School 1993 — 1997
Prudential Investments 2005 - Present
Prudential 1985 - Present
Education
Fairleigh Dickinson University 1991 — 1995
MBA, Finance
Montclair State University 1983 — 1987
Bachelor of Science (BS), Mathematics, Computer Science
LifeCell Corporation November 2010 - Present
Prudential Investments September 1995 - August 2003
Prudential Investments January 1998 - May 2000
Skills
Public Speaking, Microsoft Office, Research, Customer Service, Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Word, Staff Development, Social Media, Event Planning, Administration
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Business Administration and Management, General
Brookdale Community College 1992 — 1994
Business Administration and Management, General
United Parcel Service, INC January 2007 - Present
AFFILIATED COMPUTER SERVICES, INC May 2004 - April 2007
Prudential Investments June 2000 - November 2002
AMERICAN MANAGEMENT SYSTEMS April 1999 - June 2000
Skills
Software Documentation, Business Requirements, Requirements Gathering, Visio, Business Analysis, Integration, Requirements Analysis, Analysis
Education
AvTech Institute 2003 — 2004
Certificate, Computer Programming
Bloomsburg University of Pennsylvania 1992 — 1996
BS, Finance
Bloomsburg University
Bachelor of Science, Finance
Prudential Investments February 2012 - Present
New York City Housing Authority May 2010 - February 2012
Fidelity Investments July 2000 - July 2004
Cornell University September 1998 - March 1999
Fidelity Investments July 1995 - August 1998
Fidelity Investments July 1994 - July 1995
Fidelity Investments September 1992 - July 1994
Skills
Business Analysis, Requirements Analysis, SDLC, Testing, Software Documentation, Databases, Systems Analysis, Agile Methodologies, Software Project..., Program Management, Visio, SQL, Project Portfolio..., Process Improvement, Vendor Management, Management, Business Process, Listening to customers, Facilitators, Training, Business Requirements, Facilitation, PMP, Project Management
Education
Cornell University
Applied Economics and Business Management
Prudential Investments September 2015 - Present
New York Life & MainStay Investments May 2013 - Present
New York Life Insurance Company May 2010 - May 2013
Dr Pepper Snapple Group September 2005 - May 2010
Skills
Investments, Mutual Funds, Retirement Planning, Series 63, Series 7, Financial Services, Strategic Financial..., Retirement, Financial Analysis, Finance, Insurance, Fixed Annuities, Series 6, Asset Allocation, Alternative Investments, Investment Strategies, Fixed Income, Equities, Securities
Education
Fairleigh Dickinson University 2010 — 2012
Master of Business Administration (MBA), Finance and Economics
SunNRgy Solutions October 2010 - Present
Prudential Investments November 2005 - October 2010
AIG June 2004 - November 2005
Morgan Stanley Dean Witter June 2000 - June 2004
Offitbank February 1999 - July 2000
Skills
Hedge Funds, Financial Modeling, Private Equity, Bloomberg, Fixed Income, Risk Management, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Asset Management, Finance, Financial Risk, Financial Services, Investments, Options, Portfolio Management, Securities, Strategic Financial..., Strategy, Trading, Valuation
Education
Brandeis University 1994 — 1998
BS, Economics
Prudential Investments 2000 - Present
Boomerang Theater Company 2003 - Present
Actors Shakespeare Company at NJCU 2000 - Present
Edelman Public Relations February 1994 - October 1997
Skills
Video, Theatre, Film, Directing, Acting, Voice Over, Short Films, Television, Event Management, Post Production, Photography, Comedy, Drama, Public Relations, Video Production, Stage, Photoshop, Marketing Communications, Producing, Entertainment, Video Editing, Creative Writing, Commercials, Content Management, Marketing, Final Cut Pro, Digital Media, Audio Visual Support, Video Photography, Editing, Screenwriting, Avid Media Composer, Photo retouching -..., Feature Films, Voice Acting, Performing Arts, InDesign
Education
School of Visual Arts
Video Production
Neighborhood Playhouse School of the Theater
Foothill College
Net@Work March 2015 - Present
Alpha Beta Creatives December 2013 - Present
Real World Scholars June 2014 - February 2015
SmartMoney Entrepreneurs June 2012 - May 2014
Match Capital Ventures March 2013 - March 2014
Jennifer Ouellette Inc. August 2009 - November 2012
Prudential Investments June 2006 - March 2007
Skills
Start-ups, Digital Marketing, Entrepreneurship, Strategic Planning, Business Strategy, Equities, Start-up Ventures, E-commerce, Marketing Strategy, New Business Development, Strategic Partnerships, Social Media Marketing, Finance, Business Development, Management, Investments, Leadership, Social Networking, Crowdfunding, Management Consulting, Online Advertising, Strategy, Public Relations, Software Development, Online Marketing, Social Media
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Entrepreneruship & CIS
University of Connecticut 2001 — 2006
BFA, Acting, English, Business
Flatbush Reform Church of America Internship February 2012 - December 2012
Prudential Investments February 2000 - February 2009
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
M.Sc;, Executive Labor Management Relations
New York Theological Seminary 1998 — 2013
Theological Education
The City College of New York, CUNY
The Study of the Americas
Och-Ziff Capital Management August 2015 - Present
PIMCO March 2013 - August 2015
Prudential Investments March 2012 - March 2013
Morgan Stanley Smith Barney February 2010 - March 2012
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Auburn University 2005 — 2009
Finance
Universidad de Salamanca 2008 — 2008
Spanish
Prudential Investments December 2014 - Present
AXA Advisors March 2013 - November 2014
SunTrust Investment Services October 2006 - March 2013
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Investments, Retirement Planning, Financial Services, Asset Allocation, Alternative Investments, Securities
Education
Dowling College 2001 — 2003
Bachelor's Degree
Johnson & Johnson June 2012 - Present
Fruition Partners July 2011 - May 2012
NYSE Euronext, Wall Street, New York January 2010 - June 2011
Ernst & Young LLP October 1999 - December 2009
Prudential Investments March 1998 - October 1999
Merrill Lynch November 1996 - February 1998
AIG September 1993 - October 1996
Skills
IT Service Management, BMC Remedy, Microsoft SQL Server, Service-Now, Servers, ITIL, Change Management, XML, JavaScript, SDLC, Business Analysis, Disaster Recovery, Enterprise Architecture, IT Management, IT Operations, Incident Management, Integration, Oracle, Service Desk, Requirements Analysis, Software Documentation
Education
City University of New York 1994 — 1995
Masters, Computer Science
Sri Venkateswara University 1990 — 1992
Masters, Mathematics
Prudential Retirement November 1993 - Present
Prudential Investments 1993 - Present
Prudential Retirement November 1991 - Present
B.Levy & Son September 1988 - November 1993
Skills
401k, User Acceptance Testing, Series 63, Mutual Funds, Series 6, Financial Services, Retirement, Securities, Pensions, Insurance, Strategic Financial..., Investments, Series 7, Process Improvement, Risk Management
Education
Bloomsburg University of Pennsylvania 1980 — 1984
Accounting and Business/Management
Satucket Capital Management, LLC December 2011 - Present
Advent Capital Management September 2009 - October 2011
MacKay Shields, LLC January 1999 - June 2009
Prudential Investments August 1991 - January 1999
Skills
Asset Managment, Fixed Income, Alternative Investments, Hedge Funds, Equities, Asset Allocation, Securities, Mutual Funds, Valuation, Capital Markets, Investment Management, Portfolio Management, Equity Research, Investment Strategies, Investment Advisory, Asset Management, Investments, Bloomberg, Bonds
Education
Boston University Graduate School of Management 1982 — 1984
MBA, Finance
Drew University 1977 — 1981
BA, Political Science/History
Prudential Investments
Skills
Portfolio Management, Asset Management, Financial Services, Investments, Risk Management, Equities
Education
City University of New York-College of Staten Island
Prudential Investments
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Accounting
Mt. Olive Township BOE September 2002 - Present
Prudential Investments 1987 - 1999
Skills
Curriculum Design, Lesson Planning, Classroom Management, Special Education, Tutoring, IEP, Behavior Management, PLC, Small Group Instruction, RTI, Balanced Literacy, Elementary Education, Basic Skills Instruction, Contractual Agreements, Proofreading, English grammar, Teaching Writing, ESL, Smartboard
Education
Walden University
Master of Science, Reading and Literacy
Centenary College
Post-Baccalaureate Certificate Program, Elementary Education and Special Education
Stonehill College 1985 — 1987
Bachelor of Arts (B.A.), English
Sedgwick October 2013 - Present
Prudential Investments September 1988 - October 2009
Education
Bloomsburg University of Pennsylvania 1984 — 1988
Bachelor's degree, Computer Science
Lake-Lehman High School, Lehman, PA 1980 — 1984
Prudential Investments December 2014 - Present
Merrill Lynch February 2010 - Present
Skills
Holds Series 7 & Series..., Financial Analysis, Financial Services, Investments, Portfolio Management, Customer Service, Financial Modeling, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel
Education
Fordham University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance