Self Employed Financial Services
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Self Employed Financial Services Employees
United Nations April 1995 - July 2011
Self-employed - Financial Services July 1991 - February 1995
Astoria Federal Savings & Loan Association March 1990 - May 1991
Education
Marymount Manhattan College 1982 — 1986
Bsc, Accounting
Self-employed Financial Services October 2013 - Present
ALL Financial Services July 2010 - January 2013
MSA Financial 2000 - 2007
Copoloff Insurance 1990 - 1998
Skills
Critical Illness, Long Term Care Insurance, Disability Insurance, Employee Benefits, Life Insurance, Health Insurance, Term Life Insurance, Long-term Care, Insurance, Leadership, Brokers, Underwriting, Fixed Annuities, Retirement, Financial Services, Group Insurance, Financial Planners, Estate Planning, Retirement Planning, Retirement Savings, Pensions, Wealth, Mutual Funds, Financial Advisory, Universal Life, Wealth Management, Strategic Financial..., Personal Financial..., Investment Advisory, Financial Planning, Assurance
Education
St. Francis Xavier University 1962 — 1967
Bachelor of Arts (B.A.) Bachelor of Education (B. Ed.)
Loyola High School Montreal Quebec 1958 — 1962
High School
Ledgewood Capital, Inc. December 2006 - Present
Self Employed Financial Services September 2001 - December 2006
Qtrade Financial Group April 2002 - September 2003
Deutsche Bank Securities June 1999 - July 2001
BT Alex. Brown Inc. October 1996 - June 1999
Bankers Trust International plc September 1994 - September 1996
Skills
Registered Investment..., Leadership, Board of Directors, Asset Management, Private Equity, Investment Banking, Due Diligence, Credit Analysis, Risk Management, Transaction Management, Fund Of Funds, Special Situations..., Fund Administration, Client Services, Strategy
Education
The George Washington University 1968 — 1973
Master of Business Administration (MBA), Finance, General
Villanova University 1964 — 1968
Bachelor of Arts (B.A.), Political Science and Government
Self Employed Financial Services November 2011 - Present
VANITY EVENTS HOLDING GROUP June 2009 - June 2010
Jefferies & Company May 2003 - December 2008
JEFFERIES EXECUTION SERVICES, INCORPORATED May 2003 - December 2008
Boston Stock Exchange June 2002 - August 2002
Boston Stock Exchange June 2002 - August 2002
Skills
Investor Relations, Private Placements, Team Oriented, Investments, Equities, Health Insurance, Disability Insurance, Term Life Insurance, Permanent Life Insurance, Retirement Income..., Asset Management
Education
University of Connecticut 1998 — 2003
BS, Accounting
Westminster Boarding School 1994 — 1998
high school diploma
Fairfield Country Day School 1989 — 1997
Self Employed, Financial Services June 2011 - Present
Mutual of Omaha December 2008 - 2009
Green Star Capital Corp. January 2001 - August 2005
Skills
Series 7, Accident, Series 66, Insurance, Financial Planning, Investments, Employee Benefits, Retirement Planning, Annuities, Budgeting, Portfolio Management, Long Term Care, Retirement, Disability Insurance, Mutual Funds, Estate Planning, Wealth Management, 401k, IRA's, Financial Analysis, Insurance Planning, Term Life Insurance, Asset Allocation, Investment Advisory
Education
Colorado Technical University 2008 — 2010
MBA, Finance
Colorado Technical University 2005 — 2008
BSc.
Merrill Lynch July 2010 - April 2012
UBS January 2007 - November 2007
Wachovia Securities, LLC September 2004 - January 2007
John Hancock Life Insurance Company (U.S.A.) July 2003 - May 2004
ING March 2000 - July 2003
Pacific Life February 1996 - January 2000
Self Employed - Financial Services June 1988 - February 1996
Skills
Retirement Plan..., Retirement Plan..., Fiduciary Protection, ERISA, 401k, Retirement Planning, Portfolio Management, Estate Planning, Life Insurance, Long Term Care Insurance, Non-Qualified Deferred..., Wealth Management, Strategic Financial..., Insurance, Mutual Funds, Series 63, Retirement, Wealth Management..., Employee Benefits
Education
College of Financial Planning 2008 — 2011
Certified Financial Planner, CFP(R); Certified Retirement Plan Specialist, CRPS(R), Financial Planning and ERISA Retirement Planning
The American College 1989 — 1992
Chartered Financial Consultant, ChFC (R), Chartered Life Insurance Underwriter, CLU (R), Financial, estate and insurance planning
University of Colorado at Boulder 1984 — 1988
Bachelor of Arts (BA), Economics and Communications
Self Employed Financial Services August 2015 - Present
Bankers Life and Casualty October 2009 - July 2015
Skills
Insurance, Health Insurance, Life Insurance, Underwriting, Customer Service, Medicare, Property & Casualty..., Process Improvement, Fixed Annuities, Employee Benefits, Disability Insurance, Team Building, Long-term Care, Sales, General Insurance, Term Life Insurance, Risk Management, Microsoft Excel, Leadership, Management, Universal Life, Long Term Care Insurance, Whole Life, Indexed Annuities, Retirement, IRAs
Education
Indiana University Bloomington 2000 — 2002
Business Management
NICE In The USA March 2012 - Present
Self Employed/ Financial Services March 2009 - Present
Sandia National Laboratories January 1984 - March 2011
Skills
Systems Engineering, Simulations, Matlab, Labview, Space Systems, Earned Value Management, Engineering Management, Software Engineering, Finite Element Analysis, Sensors, Fortran, C++, Security Clearance, Aerospace, DoD, C, Python, Embedded Systems, DoDAF, Market Technical..., System Design, MS Project
Education
The University of New Mexico - Robert O. Anderson School of Management 1977 — 1979
MBA, Finance / Project Management
University of Scranton
BS, Mathematics and Computer Science
Self Employed-Financial Services October 2007 - August 2008
Private Real Estate Company September 2005 - September 2007
General Reinsurance Corporation/Gen Re Securities May 1992 - August 2005
Royal Bank of Canada July 1978 - November 1998
Westpac Bank New York Branch November 1988 - September 1991
Bank of Nova Scotia June 1973 - June 1978
Education
Ivey Business School at Western University 1971 — 1973
MBA, Finance, Human Relations
Royal Military College of Canada/Collège militaire royal du Canada 1964 — 1968
BA, Economics & Commerce
Volunteer Non-profit community activities February 2003 - Present
Self-employed, Financial Services June 2001 - Present
Financial and High tech Industry's July 1986 - June 2001
Skills
Non-profits, Research, Staff Development, Program Management, Public Speaking, Coaching, Sports, Team Building, Leadership Development, Strategic Planning, Fitness, Small Business, Soccer, Training, Personal Development, Entrepreneurship, Customer Service, Leadership, Organizational..., Fundraising, Operations Integration, Social and Enterprise..., Integration, Strategy, Management Consulting
Education
United States Naval Academy 1974 — 1977
BS, Economics
United States Naval Academy
BS Economics
Self Employed Financial Services June 2010 - Present
Nubiola USA February 2005 - June 2010
Natural Care Labs December 2001 - February 2005
Clairson September 1998 - August 2001
ISS Shelving March 1993 - August 1998
Norwegian Cruise Line 1985 - 1990
Education
University of Miami 1979 — 1983
BBA, Accounting
Pinnacle Retirement Group, Inc. April 2012 - Present
Palm Beach Insurance, Inc. September 2006 - Present
Self Employed Financial Services January 1998 - September 2006
Skills
Asset Protection, Customer Service, Risk Management, Retirement Planning, Fixed Annuities, Retirement, Loss Prevention, Long-term Care, Insurance, Estate Planning
Education
Monmouth University 1983 — 1987
Bachelor's degree, Finance, General