Prudential Retirement Services
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Prudential Retirement Services Employees
Employee
Years
Job
Industry
Jay Duffy Jay Duffy's Prudential Retirement Services Experience 1990 - 1999
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2001 - Present
Prudential Securities August 1999 - July 2001
Prudential Retirement Services 1990 - 1999
Skills
Investments, Investment Strategies, Asset Allocation, Insurance, Retirement Planning, 401k Rollovers, Fixed Income Strategies
Education
University of Scranton 1987 — 1989
bs, Accounting
Kings College 1984 — 1987
Accounting
Seton Catholic High School 1980 — 1984
Wells Fargo Advisors July 2001 - Present
Prudential Securities August 1999 - July 2001
Prudential Retirement Services 1990 - 1999
Skills
Investments, Investment Strategies, Asset Allocation, Insurance, Retirement Planning, 401k Rollovers, Fixed Income Strategies
Education
University of Scranton 1987 — 1989
bs, Accounting
Kings College 1984 — 1987
Accounting
Seton Catholic High School 1980 — 1984
Mare McCall, SPHR Mare McCall, SPHR's Prudential Retirement Services Experience March 1995 - September 2000
Job Think Systems' Director of Human Resources | Recruiting & Staffing Expert | Employee Relations & Talent Manager
Industry Human Resources
Experience
Think Systems, Inc August 2013 - Present
Sheet Metal Workers' National Pension Fund August 2007 - June 2013
Moxy Studios January 2004 - February 2007
The Argus Group December 2001 - August 2002
Prudential Retirement Services March 1995 - September 2000
Bernard C. Harris Publishing Company September 1994 - March 1995
US Army June 1986 - June 1988
Skills
Performance Management, Employee Relations, Talent Management, Employee Benefits, Change Management, Recruiting, Employee Engagement, Succession Planning, Human Resources, Talent Acquisition, Coaching, Organizational..., HRIS, Onboarding, HR Policies, Deferred Compensation, Benefits Administration, Leadership Development, Personnel Management, SPHR, Budgets, Team Building, FMLA, Strategic Planning, Collective Bargaining, Negotiation, Management Consulting, Payroll, Management, Labor Relations, Open Enrollment, ERISA, COBRA, FLSA, Employment Law, Leave of Absence, Policy, Workforce Planning, Vendor Management, Program Management, New Hire Orientations, Compensation & Benefit, Employee Handbooks, Job Evaluation, Employee Recognition, Exit Interviews
Education
University of Baltimore 2002 — 2004
MA, Communications - Publication and Design
Marywood University 1989 — 1993
BA, Communications - Advertising/PR
Think Systems, Inc August 2013 - Present
Sheet Metal Workers' National Pension Fund August 2007 - June 2013
Moxy Studios January 2004 - February 2007
The Argus Group December 2001 - August 2002
Prudential Retirement Services March 1995 - September 2000
Bernard C. Harris Publishing Company September 1994 - March 1995
US Army June 1986 - June 1988
Skills
Performance Management, Employee Relations, Talent Management, Employee Benefits, Change Management, Recruiting, Employee Engagement, Succession Planning, Human Resources, Talent Acquisition, Coaching, Organizational..., HRIS, Onboarding, HR Policies, Deferred Compensation, Benefits Administration, Leadership Development, Personnel Management, SPHR, Budgets, Team Building, FMLA, Strategic Planning, Collective Bargaining, Negotiation, Management Consulting, Payroll, Management, Labor Relations, Open Enrollment, ERISA, COBRA, FLSA, Employment Law, Leave of Absence, Policy, Workforce Planning, Vendor Management, Program Management, New Hire Orientations, Compensation & Benefit, Employee Handbooks, Job Evaluation, Employee Recognition, Exit Interviews
Education
University of Baltimore 2002 — 2004
MA, Communications - Publication and Design
Marywood University 1989 — 1993
BA, Communications - Advertising/PR
Devon Livolsi Devon Livolsi's Prudential Retirement Services Experience April 1998 - March 1999
Job Manager, IT Digital Platform at NBTY
Industry Consumer Goods
Experience
NBTY, Inc. – IT Wholesale Sales and Marketing November 2008 - Present
Assurant, Cigna, ACE USA, Safeco – Lender Placed Hazard Insurance January 1999 - October 2008
Prudential Retirement Services April 1998 - March 1999
Skills
SDLC, Data Modeling, Enterprise Architecture, Business Intelligence, Databases, Enterprise Software, Testing, OLAP, Data Warehousing, ETL, SSIS, SOA, Requirements Analysis, Solution Architecture, Oracle, SQL, IT Strategy, Requirements Gathering, DB2, Microsoft SQL Server, Integration, Business Analysis, PL/SQL, Agile Methodologies, Software Documentation, Informatica, SSRS
Education
State University of New York College at Oneonta 1993 — 1998
Bachelor of Science (BS), Mathematics & Physics
State University of New York at Albany 2003 — 2004
Managerial Statistics and Economics, 4.0 GPA
NBTY, Inc. – IT Wholesale Sales and Marketing November 2008 - Present
Assurant, Cigna, ACE USA, Safeco – Lender Placed Hazard Insurance January 1999 - October 2008
Prudential Retirement Services April 1998 - March 1999
Skills
SDLC, Data Modeling, Enterprise Architecture, Business Intelligence, Databases, Enterprise Software, Testing, OLAP, Data Warehousing, ETL, SSIS, SOA, Requirements Analysis, Solution Architecture, Oracle, SQL, IT Strategy, Requirements Gathering, DB2, Microsoft SQL Server, Integration, Business Analysis, PL/SQL, Agile Methodologies, Software Documentation, Informatica, SSRS
Education
State University of New York College at Oneonta 1993 — 1998
Bachelor of Science (BS), Mathematics & Physics
State University of New York at Albany 2003 — 2004
Managerial Statistics and Economics, 4.0 GPA
Kathryn Pfalzgraf Kathryn Pfalzgraf's Prudential Retirement Services Experience January 2011 - Present
Job Director, Retirement Services IT PMO, ING
Industry Financial Services
Experience
Prudential Retirement Services January 2011 - Present
ING 2009 - December 2010
Executive Talent Services 2007 - 2009
Aetna, INC. 2005 - 2007
Hanover Insurance 2003 - 2005
AETNA, Inc January 1998 - January 2002
Travelers January 1996 - January 1997
Aetna Life & Casualty January 1994 - January 1996
Axia Services, Inc January 1990 - January 1994
Skills
Insurance
Education
University of Connecticut 1973 — 1977
BS, Accounting
The University of Connecticut
BS Accounting
Prudential Retirement Services January 2011 - Present
ING 2009 - December 2010
Executive Talent Services 2007 - 2009
Aetna, INC. 2005 - 2007
Hanover Insurance 2003 - 2005
AETNA, Inc January 1998 - January 2002
Travelers January 1996 - January 1997
Aetna Life & Casualty January 1994 - January 1996
Axia Services, Inc January 1990 - January 1994
Skills
Insurance
Education
University of Connecticut 1973 — 1977
BS, Accounting
The University of Connecticut
BS Accounting
Joe Ferris Joe Ferris's Prudential Retirement Services Experience 2000 - 2001
Job Vendor Coordinator
Industry Financial Services
Experience
L'Oréal January 2015 - Present
Atrium Staffing October 2012 - December 2014
J. Ferris Consulting 2010 - October 2012
GladRuth Services May 2010 - April 2012
Sapphire Technologies 2010 - 2011
SunGard 2006 - 2009
New Jersey Learning Centers, LLC 2001 - 2006
Prudential Retirement Services 2000 - 2001
Strong Capital Management 1996 - 2000
Scudder Funds 1982 - 1996
Skills
SDLC, Cross-functional Team..., Management Consulting, Program Management, Vendor Management, Recruiting, CRM, Risk Management, Analysis, Leadership, Strategy, Human Resources, Management, Project Management, Start-ups, Process Improvement, Business Analysis, Negotiation, Consulting, Requirements Analysis, Business Development, Training, PMO, PMP, Data Analysis, Sales
Education
Merrimack College
B. A.
Suffolk University Law School
Doctor of Law (J.D.)
L'Oréal January 2015 - Present
Atrium Staffing October 2012 - December 2014
J. Ferris Consulting 2010 - October 2012
GladRuth Services May 2010 - April 2012
Sapphire Technologies 2010 - 2011
SunGard 2006 - 2009
New Jersey Learning Centers, LLC 2001 - 2006
Prudential Retirement Services 2000 - 2001
Strong Capital Management 1996 - 2000
Scudder Funds 1982 - 1996
Skills
SDLC, Cross-functional Team..., Management Consulting, Program Management, Vendor Management, Recruiting, CRM, Risk Management, Analysis, Leadership, Strategy, Human Resources, Management, Project Management, Start-ups, Process Improvement, Business Analysis, Negotiation, Consulting, Requirements Analysis, Business Development, Training, PMO, PMP, Data Analysis, Sales
Education
Merrimack College
B. A.
Suffolk University Law School
Doctor of Law (J.D.)
Joseph Hutflus Joseph Hutflus's Prudential Retirement Services Experience October 1997 - September 2000
Job Inside Sales Representative at Woodhaven Lumber Co.
Industry Retail
Experience
Woodhaven Lumber Co. August 2015 - Present
Lowe's Companies, Inc. June 2013 - Present
AE Solar Electric Inc. March 2010 - October 2012
Aztec Home Remodeling LLC October 2006 - December 2009
K. Hovnanian Homes May 2005 - October 2006
Kara Homes May 2004 - May 2005
Prudential Retirement Services October 1997 - September 2000
Vanguard Retirement Services June 1996 - October 1997
Skills
Renewable Energy, Microsoft Office, Project Management, Microsoft Excel, Solar Energy, Microsoft Word, Customer Service, Management, Construction, Energy Management, Energy, Negotiation, Contract Negotiation, Residential Homes, Purchasing, Forecasting, Real Estate, Business Development
Education
Temple University 1992 — 1995
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Council Rock Highschool
Woodhaven Lumber Co. August 2015 - Present
Lowe's Companies, Inc. June 2013 - Present
AE Solar Electric Inc. March 2010 - October 2012
Aztec Home Remodeling LLC October 2006 - December 2009
K. Hovnanian Homes May 2005 - October 2006
Kara Homes May 2004 - May 2005
Prudential Retirement Services October 1997 - September 2000
Vanguard Retirement Services June 1996 - October 1997
Skills
Renewable Energy, Microsoft Office, Project Management, Microsoft Excel, Solar Energy, Microsoft Word, Customer Service, Management, Construction, Energy Management, Energy, Negotiation, Contract Negotiation, Residential Homes, Purchasing, Forecasting, Real Estate, Business Development
Education
Temple University 1992 — 1995
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Council Rock Highschool
Ned Watkins Ned Watkins's Prudential Retirement Services Experience November 1992 - April 1999
Job December 30,1952 December 13, 2013
Industry Financial Services
Experience
From the Hartford May 2013 - December 2013
The Hartford May 1999 - May 2013
Wintonbury Church 2001 - 2013
Prudential Retirement Services November 1992 - April 1999
CIGNA Investments May 1977 - September 1992
Wintonbury Church 1977 - 1992
PwC December 1973 - May 1977
Skills
FINRA Series 7, 24, 27,...
Education
Lehigh University - College of Business and Economics 1970 — 1973
B.S. Business & Economics, Accounting
CPA, ChFC, CLU, CMFC
From the Hartford May 2013 - December 2013
The Hartford May 1999 - May 2013
Wintonbury Church 2001 - 2013
Prudential Retirement Services November 1992 - April 1999
CIGNA Investments May 1977 - September 1992
Wintonbury Church 1977 - 1992
PwC December 1973 - May 1977
Skills
FINRA Series 7, 24, 27,...
Education
Lehigh University - College of Business and Economics 1970 — 1973
B.S. Business & Economics, Accounting
CPA, ChFC, CLU, CMFC
Enrique Bonfils-Roberts Enrique Bonfils-Roberts's Prudential Retirement Services Experience 1996 - 2000
Job Senior Investment Writer at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman March 2010 - Present
UBS May 2005 - March 2010
JPMorgan Private Bank 2002 - 2004
Deutche Bank Private Bank 2000 - 2002
Prudential Retirement Services 1996 - 2000
New York Life Insurance Company 1990 - 1996
Skills
Asset Managment, Series 7, Strategic Communications, Financial Services, Wealth Management, Alternative Investments, Fixed Income, Equities, Marketing Communications, Thought Leadership, Hedge Funds, Editing, Series 24, Management, Strategic Planning, Integrated Marketing, Investments, Securities, Asset Allocation, Financial Markets, Asset Management
Education
Emory University 1983 — 1987
Bachelor of Arts (B.A.)
Neuberger Berman March 2010 - Present
UBS May 2005 - March 2010
JPMorgan Private Bank 2002 - 2004
Deutche Bank Private Bank 2000 - 2002
Prudential Retirement Services 1996 - 2000
New York Life Insurance Company 1990 - 1996
Skills
Asset Managment, Series 7, Strategic Communications, Financial Services, Wealth Management, Alternative Investments, Fixed Income, Equities, Marketing Communications, Thought Leadership, Hedge Funds, Editing, Series 24, Management, Strategic Planning, Integrated Marketing, Investments, Securities, Asset Allocation, Financial Markets, Asset Management
Education
Emory University 1983 — 1987
Bachelor of Arts (B.A.)
Val Baumann Val Baumann's Prudential Retirement Services Experience January 1997 - January 1998
Job Founder and CEO at Val Baumann
Industry Financial Services
Experience
Val Baumann January 2010 - Present
VAL BAUMANN & COMPANY January 2010 - Present
Unlimited Possibilities May 2004 - September 2010
Fidelity Investments January 2007 - June 2008
Fidelity Investments December 2006 - June 2008
UNLIMITED POSSIBILITIES, LLC April 2004 - December 2007
Prudential Financial December 1986 - April 2004
Prudential Financial January 1986 - January 2004
Prudential Retirement Services January 1997 - January 1998
Prudential Insurance Company January 1986 - January 1998
Education
Seton Hall University School of Law 1981 — 1984
JD, Law
University of Virginia 1977 — 1981
BA, Economics/Intern Relations
SETON HALL UNIVERSITY LAW SCHOOL
University of Virginia
B.A, with; Economics and International Relations
Val Baumann January 2010 - Present
VAL BAUMANN & COMPANY January 2010 - Present
Unlimited Possibilities May 2004 - September 2010
Fidelity Investments January 2007 - June 2008
Fidelity Investments December 2006 - June 2008
UNLIMITED POSSIBILITIES, LLC April 2004 - December 2007
Prudential Financial December 1986 - April 2004
Prudential Financial January 1986 - January 2004
Prudential Retirement Services January 1997 - January 1998
Prudential Insurance Company January 1986 - January 1998
Education
Seton Hall University School of Law 1981 — 1984
JD, Law
University of Virginia 1977 — 1981
BA, Economics/Intern Relations
SETON HALL UNIVERSITY LAW SCHOOL
University of Virginia
B.A, with; Economics and International Relations
Paul Faulkner Paul Faulkner's Prudential Retirement Services Experience August 2002 - November 2006
Job Chartered Financial Consultant®
Industry Financial Services
Experience
Aon Hewit Financial Advisors, LLC January 2012 - Present
Fidelity Investments July 2011 - January 2012
Voya Financial December 2008 - July 2011
Hartford Life Insurance Companies November 2006 - December 2008
Prudential Retirement Services August 2002 - November 2006
CIGNA Group Insurance February 1989 - October 2001
CIGNA Group Insurance May 1987 - January 1989
Skills
Retirement Planning, Retirement, Insurance, Employee Benefits, 401k, Mutual Funds, Long-term Care, Investments, Life Insurance, Investment Strategies, Wealth Management, Disability Insurance, Health Insurance, Fixed Annuities, Asset Allocation, Pensions, Brokers, Strategic Financial..., Term Life Insurance, Series 63
Education
Colby College 1976 — 1980
BA, American Studies
Aon Hewit Financial Advisors, LLC January 2012 - Present
Fidelity Investments July 2011 - January 2012
Voya Financial December 2008 - July 2011
Hartford Life Insurance Companies November 2006 - December 2008
Prudential Retirement Services August 2002 - November 2006
CIGNA Group Insurance February 1989 - October 2001
CIGNA Group Insurance May 1987 - January 1989
Skills
Retirement Planning, Retirement, Insurance, Employee Benefits, 401k, Mutual Funds, Long-term Care, Investments, Life Insurance, Investment Strategies, Wealth Management, Disability Insurance, Health Insurance, Fixed Annuities, Asset Allocation, Pensions, Brokers, Strategic Financial..., Term Life Insurance, Series 63
Education
Colby College 1976 — 1980
BA, American Studies
Fred Spreen's Prudential Retirement Services Experience 1997 - 2003
Job Director, Midwest Region at New York Life Stable Value Investments
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
New York Life Insurance Company May 2015 - July 2015
New York Life & MainStay Investments April 2013 - June 2015
Wells Fargo May 2008 - April 2013
Spreen & Co. February 2003 - April 2008
Hedge Fund Alternatives 2007 - 2008
Prudential Retirement Services 1997 - 2003
Prudential Financial 1995 - 2003
Nabisco 1986 - 1995
Skills
Branding & Identity, Investments, Series 7, Retirement, Defined Benefit, Selling, Alternative Investments, Insurance, Asset Allocation, Series 63, 401k, Wealth Management, Mutual Funds, Defined Contribution, Series 6, Retirement Planning, Securities, FINRA, Investment Advisory, Financial Services, Investment Strategies, Series 65, Investment Management, Uniform Combined State..., Financial Advisory, IRAs, Fixed Annuities, Equities, Separately Managed..., Series 24, ETFs, Asset Management, Retirement Plan..., Pensions, Sales
Education
Seton Hall University 1984 — 1989
BS, Political Science
pompton lakes hs 1980 — 1984
New York Life Insurance Company July 2015 - Present
New York Life Insurance Company May 2015 - July 2015
New York Life & MainStay Investments April 2013 - June 2015
Wells Fargo May 2008 - April 2013
Spreen & Co. February 2003 - April 2008
Hedge Fund Alternatives 2007 - 2008
Prudential Retirement Services 1997 - 2003
Prudential Financial 1995 - 2003
Nabisco 1986 - 1995
Skills
Branding & Identity, Investments, Series 7, Retirement, Defined Benefit, Selling, Alternative Investments, Insurance, Asset Allocation, Series 63, 401k, Wealth Management, Mutual Funds, Defined Contribution, Series 6, Retirement Planning, Securities, FINRA, Investment Advisory, Financial Services, Investment Strategies, Series 65, Investment Management, Uniform Combined State..., Financial Advisory, IRAs, Fixed Annuities, Equities, Separately Managed..., Series 24, ETFs, Asset Management, Retirement Plan..., Pensions, Sales
Education
Seton Hall University 1984 — 1989
BS, Political Science
pompton lakes hs 1980 — 1984
Amy (Hernandez) Villafane's Prudential Retirement Services Experience May 2002 - September 2002
Job Vice President, Global Supplier Services
Industry Logistics and Supply Chain
Experience
JPMorgan Chase December 2013 - Present
Sirius XM Radio Inc. June 2012 - December 2013
NRG Energy June 2005 - April 2012
SAIC October 2003 - June 2005
Schlumberger Sema December 2002 - June 2003
Prudential Retirement Services May 2002 - September 2002
Skills
Procurement, Analysis, Ariba, Supply Chain, Organization &..., Teamwork, Sourcing, Management, Critical Thinking, Negotiation, Learning Quickly, Multi Tasking, Strategic Sourcing, Concur, Outstanding time..., Inter-personal, Proactive self-starter, Continuous Process..., Time Management
Education
Rutgers Business School 2009 — 2013
Master of Business Administration (MBA), Supply Chain Management, 3.3
New Jersey City University (NJCU) 1999 — 2003
B.S, Business Administration; Marketing, 3.7
JPMorgan Chase December 2013 - Present
Sirius XM Radio Inc. June 2012 - December 2013
NRG Energy June 2005 - April 2012
SAIC October 2003 - June 2005
Schlumberger Sema December 2002 - June 2003
Prudential Retirement Services May 2002 - September 2002
Skills
Procurement, Analysis, Ariba, Supply Chain, Organization &..., Teamwork, Sourcing, Management, Critical Thinking, Negotiation, Learning Quickly, Multi Tasking, Strategic Sourcing, Concur, Outstanding time..., Inter-personal, Proactive self-starter, Continuous Process..., Time Management
Education
Rutgers Business School 2009 — 2013
Master of Business Administration (MBA), Supply Chain Management, 3.3
New Jersey City University (NJCU) 1999 — 2003
B.S, Business Administration; Marketing, 3.7
Denise Spinella Denise Spinella's Prudential Retirement Services Experience March 2000 - November 2000
Job Account Manager at Weichert Insurance Agency
Industry Insurance
Experience
Weichert Insurance Agency April 2014 - Present
Plymouth Rock Assurance New Jersey February 2010 - April 2014
Mitchell Insurance Services, Inc November 2007 - March 2009
Frank P. Licato Agency September 2005 - November 2007
Amazing Savings/Odd Job Stores, Inc November 2000 - March 2005
Prudential Retirement Services March 2000 - November 2000
Unum October 1996 - June 1999
First UNUM November 1994 - September 1996
First UNUM February 1993 - November 1994
Massachusetts Mutual Life Insurance Company March 1988 - February 1993
Skills
Property & Casualty..., Claims Management, Retirement Planning, Legal Liability, Marketing, Fixed Annuities, Accounting, Finance, Employee Benefits, Casualty Insurance, Interviews, Commercial Insurance
Education
Binghamton University 1979 — 1983
Bachelor's degree, Psychology
State University of New York at Binghamton 1979 — 1983
B.A, Cum Laude - Psychology
Weichert Insurance Agency April 2014 - Present
Plymouth Rock Assurance New Jersey February 2010 - April 2014
Mitchell Insurance Services, Inc November 2007 - March 2009
Frank P. Licato Agency September 2005 - November 2007
Amazing Savings/Odd Job Stores, Inc November 2000 - March 2005
Prudential Retirement Services March 2000 - November 2000
Unum October 1996 - June 1999
First UNUM November 1994 - September 1996
First UNUM February 1993 - November 1994
Massachusetts Mutual Life Insurance Company March 1988 - February 1993
Skills
Property & Casualty..., Claims Management, Retirement Planning, Legal Liability, Marketing, Fixed Annuities, Accounting, Finance, Employee Benefits, Casualty Insurance, Interviews, Commercial Insurance
Education
Binghamton University 1979 — 1983
Bachelor's degree, Psychology
State University of New York at Binghamton 1979 — 1983
B.A, Cum Laude - Psychology
Chuck Morgan's Prudential Retirement Services Experience April 2009 - August 2012
Job customer service representative at Voya Financial™
Industry Human Resources
Experience
Prudential Retirement Services April 2009 - August 2012
MetLife/Travelers October 2006 - June 2008
Metlife/Travelers April 2000 - October 2006
Metlife/Travelers February 1999 - April 2000
Travelers Property Casualty August 1996 - January 1999
Bank of Boston Connecticut January 1991 - August 1996
Skills
Insurance, Employee Benefits, Call Centers, Analysis, Training, Human Resources, Retirement, Business Analysis, Management, Software Documentation, Investments, Change Management, Customer Service, Process Improvement, Sales, Microsoft Excel, Coaching, Project Management, Microsoft Office, Leadership, Operations Management, Strategic Planning, Team Building, Leadership Development, Finance, Call Center, qualified plans, 401(k), Pension Administration, Banking, Series 63, Fixed Annuities, Pensions, Administration, Series 6, Series 26, Retirement Planning, Qualified Retirement..., Retirement Benefits, Mutual Funds
Education
New England College of Finance 1991 — 1997
Associate of Science, Business Administration
Gordon College 1980 — 1982
n/a, English/Education
Prudential Retirement Services April 2009 - August 2012
MetLife/Travelers October 2006 - June 2008
Metlife/Travelers April 2000 - October 2006
Metlife/Travelers February 1999 - April 2000
Travelers Property Casualty August 1996 - January 1999
Bank of Boston Connecticut January 1991 - August 1996
Skills
Insurance, Employee Benefits, Call Centers, Analysis, Training, Human Resources, Retirement, Business Analysis, Management, Software Documentation, Investments, Change Management, Customer Service, Process Improvement, Sales, Microsoft Excel, Coaching, Project Management, Microsoft Office, Leadership, Operations Management, Strategic Planning, Team Building, Leadership Development, Finance, Call Center, qualified plans, 401(k), Pension Administration, Banking, Series 63, Fixed Annuities, Pensions, Administration, Series 6, Series 26, Retirement Planning, Qualified Retirement..., Retirement Benefits, Mutual Funds
Education
New England College of Finance 1991 — 1997
Associate of Science, Business Administration
Gordon College 1980 — 1982
n/a, English/Education
Robert Unger's Prudential Retirement Services Experience 1985 - 2001
Job Founder & CEO
Industry Financial Services
Experience
Universal Retirement Consulting Group July 1994 - Present
USI Consulting Group April 2008 - July 2009
ExpertPlan August 2005 - June 2007
Victory Capital Management December 2002 - June 2005
M & T Bank April 2001 - December 2002
Prudential Financial April 1985 - April 2001
Prudential Retirement Services 1985 - 2001
Merrill Lynch August 1979 - April 1985
Education
State University of New York at Stony Brook 2006 — 2008
Master of Business Administration (M.B.A.), Marketing
Adelphi University 1976 — 1979
Universal Retirement Consulting Group July 1994 - Present
USI Consulting Group April 2008 - July 2009
ExpertPlan August 2005 - June 2007
Victory Capital Management December 2002 - June 2005
M & T Bank April 2001 - December 2002
Prudential Financial April 1985 - April 2001
Prudential Retirement Services 1985 - 2001
Merrill Lynch August 1979 - April 1985
Education
State University of New York at Stony Brook 2006 — 2008
Master of Business Administration (M.B.A.), Marketing
Adelphi University 1976 — 1979
Diana Rucci's Prudential Retirement Services Experience November 2012 - Present
Job DC Product Development Manager at Prudential Retirement Services
Industry Financial Services
Experience
Prudential Retirement Services November 2012 - Present
Bank of America Merrill Lynch July 1991 - November 2012
Skills
Series 7, Portfolio Management, Investments, Wealth Management, Equities, Mutual Funds, Series 63, Securities, Asset Allocation, Financial Services, Retirement, 401k, Fixed Income
Education
Rider University 1987 — 1991
BS, Finance
Prudential Retirement Services November 2012 - Present
Bank of America Merrill Lynch July 1991 - November 2012
Skills
Series 7, Portfolio Management, Investments, Wealth Management, Equities, Mutual Funds, Series 63, Securities, Asset Allocation, Financial Services, Retirement, 401k, Fixed Income
Education
Rider University 1987 — 1991
BS, Finance
Steve Schuberth's Prudential Retirement Services Experience March 2010 - December 2010
Job Director of Product Management at Prudential Financial
Industry Financial Services
Experience
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 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
Robert Cirrotti's Prudential Retirement Services Experience 1999 - 2006
Job Managing Director, Head of Retirement Solutions
Industry Financial Services
Experience
Pershing July 2009 - Present
Prudential September 1996 - June 2009
Prudential Financial 1996 - 2007
Prudential Retirement Services 1999 - 2006
Bankers Trust 1996 - 1996
Chemical Bank 1993 - 1996
Education
Rutgers University-New Brunswick 1989 — 1993
BS, Business
Pershing July 2009 - Present
Prudential September 1996 - June 2009
Prudential Financial 1996 - 2007
Prudential Retirement Services 1999 - 2006
Bankers Trust 1996 - 1996
Chemical Bank 1993 - 1996
Education
Rutgers University-New Brunswick 1989 — 1993
BS, Business
Kent Weathers's Prudential Retirement Services Experience December 2007 - March 2012
Job Channel Manager at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed March 2012 - Present
Prudential Retirement Services December 2007 - March 2012
Argus Health Systems March 2007 - December 2007
JP Morgan Retirement Plan Services 2003 - 2007
J.P. Morgan Retirement Plan Services 2001 - 2003
American Century Investments March 2000 - October 2001
Transamerica Life Insurance Company 1998 - 2000
Transamerica Life Insurance Company 1996 - 1998
Transamerica Life Insurance Company 1996 - 1998
Skills
Six Sigma, Change Management, CRM, Management, Risk Management, Data Analysis, Training, Operations Management, Team Building, Project Planning, Quality Assurance, Budgets, Integration, Strategy, Project Portfolio..., Business Analysis, Process Improvement, SDLC, Vendor Management
Education
University of Missouri-Kansas City
MBA, Finance
University of Missouri-Columbia 1985 — 1988
B.S., Agricutural Economics
Waddell & Reed March 2012 - Present
Prudential Retirement Services December 2007 - March 2012
Argus Health Systems March 2007 - December 2007
JP Morgan Retirement Plan Services 2003 - 2007
J.P. Morgan Retirement Plan Services 2001 - 2003
American Century Investments March 2000 - October 2001
Transamerica Life Insurance Company 1998 - 2000
Transamerica Life Insurance Company 1996 - 1998
Transamerica Life Insurance Company 1996 - 1998
Skills
Six Sigma, Change Management, CRM, Management, Risk Management, Data Analysis, Training, Operations Management, Team Building, Project Planning, Quality Assurance, Budgets, Integration, Strategy, Project Portfolio..., Business Analysis, Process Improvement, SDLC, Vendor Management
Education
University of Missouri-Kansas City
MBA, Finance
University of Missouri-Columbia 1985 — 1988
B.S., Agricutural Economics
Denise Gumlak's Prudential Retirement Services Experience 2000 - 2001
Job Executive Director Client Service and Product Management
Industry Financial Services
Experience
DailyAccess 2013 - Present
DRG Consulting 2009 - 2013
TIAA-CREF 2005 - 2009
Web MD Corporate Solutions Group 2004 - 2005
Educational Finance Institute 2002 - 2004
Prudential Retirement Services 2000 - 2001
Putnam Investments 1996 - 2000
Employee Communications Services (now ADP) 1990 - 1996
The Copeland Companies (now ING) 1988 - 1990
Skills
Product Management, Program Management, Project Management, Process Improvement, Relationship Management, Business Development, Marketing, Retirement Industry..., Wealth Management..., Strategy and Business..., Retirement, CRM, Vendor Management, Cross-functional Team..., Strategy, Start-ups, New Business Development, Strategic Planning, Product Marketing, Leadership, Wealth Management, Financial Services
Education
Simmons School of Management
Master of Business Administration (MBA)
State University of New York College at Cortland
Bachelor of Science (BS)
DailyAccess 2013 - Present
DRG Consulting 2009 - 2013
TIAA-CREF 2005 - 2009
Web MD Corporate Solutions Group 2004 - 2005
Educational Finance Institute 2002 - 2004
Prudential Retirement Services 2000 - 2001
Putnam Investments 1996 - 2000
Employee Communications Services (now ADP) 1990 - 1996
The Copeland Companies (now ING) 1988 - 1990
Skills
Product Management, Program Management, Project Management, Process Improvement, Relationship Management, Business Development, Marketing, Retirement Industry..., Wealth Management..., Strategy and Business..., Retirement, CRM, Vendor Management, Cross-functional Team..., Strategy, Start-ups, New Business Development, Strategic Planning, Product Marketing, Leadership, Wealth Management, Financial Services
Education
Simmons School of Management
Master of Business Administration (MBA)
State University of New York College at Cortland
Bachelor of Science (BS)
Cary Wozniak's Prudential Retirement Services Experience May 1986 - May 1997
Job Vice President, OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds June 2000 - Present
Diversified Investment Advisors June 1997 - June 2000
Prudential Retirement Services May 1986 - May 1997
Skills
401k, Series 7, Asset Allocation, Alternative Investments, Mutual Funds, Retirement, Series 63, Separately Managed..., Retirement Plan..., Pensions, Defined Contribution, FINRA, Series 65, Defined Benefit, Series 6, ERISA, Financial Advisory
Education
California State University-Northridge
BA, Political Science
OppenheimerFunds June 2000 - Present
Diversified Investment Advisors June 1997 - June 2000
Prudential Retirement Services May 1986 - May 1997
Skills
401k, Series 7, Asset Allocation, Alternative Investments, Mutual Funds, Retirement, Series 63, Separately Managed..., Retirement Plan..., Pensions, Defined Contribution, FINRA, Series 65, Defined Benefit, Series 6, ERISA, Financial Advisory
Education
California State University-Northridge
BA, Political Science
Ken Montgomery's Prudential Retirement Services Experience December 1998 - March 2001
Job retired financial services executive
Industry Financial Services
Experience
Retired Financial Services Executive January 2008 - August 2009
Pentegra Retirement Services March 2003 - March 2006
cigna retirement services 2001 - 2003
Prudential Retirement Services December 1998 - March 2001
Putnam Investments August 1995 - November 1998
Putnam Investments 1995 - 1998
JPMorgan Chase September 1986 - August 1995
Chemical Bank 1987 - 1995
JP Morgan 1986 - 1995
IBM December 1972 - August 1986
Education
Stanford University Graduate School of Business 1984 — 1985
Masters of Science in Management, Business Administration
Haslam College of Business at the University of Tennessee 1968 — 1972
BS-Accounting, Accounting
Retired Financial Services Executive January 2008 - August 2009
Pentegra Retirement Services March 2003 - March 2006
cigna retirement services 2001 - 2003
Prudential Retirement Services December 1998 - March 2001
Putnam Investments August 1995 - November 1998
Putnam Investments 1995 - 1998
JPMorgan Chase September 1986 - August 1995
Chemical Bank 1987 - 1995
JP Morgan 1986 - 1995
IBM December 1972 - August 1986
Education
Stanford University Graduate School of Business 1984 — 1985
Masters of Science in Management, Business Administration
Haslam College of Business at the University of Tennessee 1968 — 1972
BS-Accounting, Accounting
Gregory Pstrak Sr.'s Prudential Retirement Services Experience 2002 - 2009
Job Sr. Technical Analyst for Geisinger Health Services
Industry Information Technology and Services
Experience
Geisinger Health System August 2013 - Present
Northrop Grumman Information Systems 2010 - 2013
Northstar Consulting September 2009 - March 2010
Prudential Retirement Services 2002 - 2009
IBM Global Services 1994 - 2002
Systematics 1989 - 1994
Unisys 1983 - 1989
Skills
Fileaid, VSAM, TSO, JCL, CICS, COBOL, DB2, FTP, Systems Analysis, MVS, Mainframe, Syncsort, Xpediter, Visio, SDLC, Lotus Notes, ISPF, DB2/SQL, IBM Mainframe, Testing, Programming, Requirements Analysis, QMF, SPUFI, Easytrieve, SDSF, IBM Utilities, Business Analysis, SQL Developer, SQL PL, ICETOOL, Analysis, Business Requirements, Data Modeling
Education
King's College 1979 — 1983
B.S., Biology, Minor in Information Systems
Geisinger Health System August 2013 - Present
Northrop Grumman Information Systems 2010 - 2013
Northstar Consulting September 2009 - March 2010
Prudential Retirement Services 2002 - 2009
IBM Global Services 1994 - 2002
Systematics 1989 - 1994
Unisys 1983 - 1989
Skills
Fileaid, VSAM, TSO, JCL, CICS, COBOL, DB2, FTP, Systems Analysis, MVS, Mainframe, Syncsort, Xpediter, Visio, SDLC, Lotus Notes, ISPF, DB2/SQL, IBM Mainframe, Testing, Programming, Requirements Analysis, QMF, SPUFI, Easytrieve, SDSF, IBM Utilities, Business Analysis, SQL Developer, SQL PL, ICETOOL, Analysis, Business Requirements, Data Modeling
Education
King's College 1979 — 1983
B.S., Biology, Minor in Information Systems
Nydia Arcos's Prudential Retirement Services Experience 1994 - 1996
Job Benefits Manager at Southern Wine & Spirits
Industry Wine and Spirits
Experience
Southern Wine & Spirits - over 12,000 employees 2000 - Present
AutoNation 1998 - 2000
ECI Telecom September 1997 - September 1998
Carribean Pension Consultants 1996 - 1997
Prudential Retirement Services 1994 - 1996
Skills
SAP, Process Improvement, Budgets, Human Resources, Performance Management, Employee Benefits, Payroll, Recruiting, Benefits Administration, Management, Training, Employee Relations, Team Building, Change Management
Education
Marywood University 1990 — 1994
Bachelor of Science (BS), International Business and Spanish with a minor in CIS
Port Jervis High School
Southern Wine & Spirits - over 12,000 employees 2000 - Present
AutoNation 1998 - 2000
ECI Telecom September 1997 - September 1998
Carribean Pension Consultants 1996 - 1997
Prudential Retirement Services 1994 - 1996
Skills
SAP, Process Improvement, Budgets, Human Resources, Performance Management, Employee Benefits, Payroll, Recruiting, Benefits Administration, Management, Training, Employee Relations, Team Building, Change Management
Education
Marywood University 1990 — 1994
Bachelor of Science (BS), International Business and Spanish with a minor in CIS
Port Jervis High School
Jannie Chew's Prudential Retirement Services Experience March 2008 - Present
Job Relationship Manager at Prudential Retirement Services
Industry Financial Services
Experience
Prudential Retirement Services March 2008 - Present
Union Bank March 1996 - March 2008
Education
California State University-Los Angeles
Bachelor of Business Administration (BBA)
Prudential Retirement Services March 2008 - Present
Union Bank March 1996 - March 2008
Education
California State University-Los Angeles
Bachelor of Business Administration (BBA)
Kevin Urbanowicz's Prudential Retirement Services Experience 1989 - 2002
Job Defense & Space Professional
Industry Defense & Space
Experience
General Dynamics-OTS 2005 - 2011
UPS Supply Chain Solutions September 2004 - March 2005
Alliance Capital Management October 2002 - August 2004
Prudential Retirement Services 1989 - 2002
Skills
Computers, Microsoft Office, Banding, Pallet Jack, Accounting, Investment Banking, Analysis, Microsoft Excel, Internal Controls, Management, Account Reconciliation, Financial Analysis, Budgets, Risk Management, General Ledger, Leadership, Training, Business Analysis
Education
Marywood University 1988 — 1996
Bachelor of Business Administration (BBA)
Lackawanna College 1984 — 1988
Associate's degree, Business Administration, Management and Operations
General Dynamics-OTS 2005 - 2011
UPS Supply Chain Solutions September 2004 - March 2005
Alliance Capital Management October 2002 - August 2004
Prudential Retirement Services 1989 - 2002
Skills
Computers, Microsoft Office, Banding, Pallet Jack, Accounting, Investment Banking, Analysis, Microsoft Excel, Internal Controls, Management, Account Reconciliation, Financial Analysis, Budgets, Risk Management, General Ledger, Leadership, Training, Business Analysis
Education
Marywood University 1988 — 1996
Bachelor of Business Administration (BBA)
Lackawanna College 1984 — 1988
Associate's degree, Business Administration, Management and Operations