The Copeland Companies
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The Copeland Companies Employees
Employee
Years
Job
Industry
David Demarest David Demarest's The Copeland Companies Experience 1992 - 1994
Job COO/CFO/CCO at Engaged Capital LLC
Industry Investment Management
Experience
Relational Investors LLC 2004 - 2014
Freeman Associates Investment Management 2002 - 2003
mPower.com 1999 - 2001
Montgomery Asset Management LLC 1994 - 1999
The Copeland Companies 1992 - 1994
Skills
Investments, Hedge Funds, Asset Management, Equities, Management, Process Improvement, Strategic Planning, Business Strategy, Risk Management, Investment Management, Bloomberg, Expense Management, Restructuring, Cash Management, Mergers & Acquisitions, Staff Development, Corporate & Fund..., Information Systems, Management & Team..., Corporate & Fund..., Internal Controls, Corporate Governance, Sarbanes-Oxley, Registered Investment..., Operations, HR and Benefits, GAAP, Disaster Recovery, Regulatory Compliance, Registered Investment..., IFRS, Security Operations, Stockbroking, Staff Coaching and..., Expense Control, Complex Problem Solving, Leveraging Technology, Securities Brokerage, SEC, Leadership, Executive Management, Investors, Finance, Regulatory Requirements
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Bradley University
Bachelor's degree, Accounting
Pacific Lutheran University
Relational Investors LLC 2004 - 2014
Freeman Associates Investment Management 2002 - 2003
mPower.com 1999 - 2001
Montgomery Asset Management LLC 1994 - 1999
The Copeland Companies 1992 - 1994
Skills
Investments, Hedge Funds, Asset Management, Equities, Management, Process Improvement, Strategic Planning, Business Strategy, Risk Management, Investment Management, Bloomberg, Expense Management, Restructuring, Cash Management, Mergers & Acquisitions, Staff Development, Corporate & Fund..., Information Systems, Management & Team..., Corporate & Fund..., Internal Controls, Corporate Governance, Sarbanes-Oxley, Registered Investment..., Operations, HR and Benefits, GAAP, Disaster Recovery, Regulatory Compliance, Registered Investment..., IFRS, Security Operations, Stockbroking, Staff Coaching and..., Expense Control, Complex Problem Solving, Leveraging Technology, Securities Brokerage, SEC, Leadership, Executive Management, Investors, Finance, Regulatory Requirements
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Bradley University
Bachelor's degree, Accounting
Pacific Lutheran University
Valerie Catanzaro Valerie Catanzaro's The Copeland Companies Experience February 1985 - July 1990
Job Marketing
Industry Financial Services
Experience
The Guardian Life Insurance Company of America May 1996 - June 2000
NatWest Bank February 1994 - May 1996
The Home Life Insurance Company July 1990 - February 1994
The Copeland Companies February 1985 - July 1990
Skills
Merchandising, Social Media
Education
Franklin & Marshall College
BA, Business Administration
The Guardian Life Insurance Company of America May 1996 - June 2000
NatWest Bank February 1994 - May 1996
The Home Life Insurance Company July 1990 - February 1994
The Copeland Companies February 1985 - July 1990
Skills
Merchandising, Social Media
Education
Franklin & Marshall College
BA, Business Administration
Jodi Poliseno Jodi Poliseno's The Copeland Companies Experience November 1991 - October 1997
Job Owner, Operator at Refreshed and Refined LLC
Industry Real Estate
Experience
Refreshed and Refined LLC February 2012 - Present
Refined Design Home Staging July 2004 - February 2012
The Copeland Companies November 1991 - October 1997
EF. Hutton August 1986 - June 1990
Skills
Home, New Home Sales, Sellers, First Time Home Buyers, Residential, Home Staging, Property..., Interior Design, Re-design, Organization, Home Staging, Residential Homes, Relocation, Real Estate
Education
Franklin University 1985 — 1988
Finance, General
Stagedhomes.com 2007 — 2007
Business, Home Staging
NATIONAL ASSOCIATION OF SECURITIES DEALERS
NASD Series &
Refreshed and Refined LLC February 2012 - Present
Refined Design Home Staging July 2004 - February 2012
The Copeland Companies November 1991 - October 1997
EF. Hutton August 1986 - June 1990
Skills
Home, New Home Sales, Sellers, First Time Home Buyers, Residential, Home Staging, Property..., Interior Design, Re-design, Organization, Home Staging, Residential Homes, Relocation, Real Estate
Education
Franklin University 1985 — 1988
Finance, General
Stagedhomes.com 2007 — 2007
Business, Home Staging
NATIONAL ASSOCIATION OF SECURITIES DEALERS
NASD Series &
Joe Krajewski Joe Krajewski's The Copeland Companies Experience July 1999 - January 2002
Job Graphic Design Professional
Industry Graphic Design
Experience
MetLife 2006 - 2014
CitiStreet January 2002 - May 2006
The Copeland Companies July 1999 - January 2002
Skills
Photoshop, Graphic Design, Project Management, Leadership, Marketing Communications, Adobe Creative Suite, Microsoft Word, Web Design, Social Media, Sales, Advertising, Management, Illustrator, Microsoft Excel, Art Direction, Creative Direction, InDesign, Graphics, Marketing, Concept Development, Strategic Planning, Typography, Logo Design, Adobe Acrobat, Marketing Strategy
Education
Kean University 1997 — 1999
BFA, Visual Communications
Raritan Valley Community College 1995 — 1997
Associate of Arts (AA), Studio Arts, Graphic Design & Social Science
MetLife 2006 - 2014
CitiStreet January 2002 - May 2006
The Copeland Companies July 1999 - January 2002
Skills
Photoshop, Graphic Design, Project Management, Leadership, Marketing Communications, Adobe Creative Suite, Microsoft Word, Web Design, Social Media, Sales, Advertising, Management, Illustrator, Microsoft Excel, Art Direction, Creative Direction, InDesign, Graphics, Marketing, Concept Development, Strategic Planning, Typography, Logo Design, Adobe Acrobat, Marketing Strategy
Education
Kean University 1997 — 1999
BFA, Visual Communications
Raritan Valley Community College 1995 — 1997
Associate of Arts (AA), Studio Arts, Graphic Design & Social Science
Kelly A. Kurtz, CPC Kelly A. Kurtz, CPC's The Copeland Companies Experience 1998 - 1999
Job Retirement Plan Consultant Patterson Smith Associates, LLC / Commonwealth Financial Network
Industry Financial Services
Experience
Patterson Smith Associates, LLC September 2006 - Present
Commonwealth Financial Network NJ September 2006 - Present
Preferred Pension Planning Corporation 1999 - 2006
The Copeland Companies 1998 - 1999
Alliance Capital Management 1992 - 1998
Skills
Pensions, Retirement, 401k, Defined Benefit, Employee Benefits, Retirement Planning, Retirement Plan..., ERISA, Mutual Funds, Defined Contribution, Pension Administration, TPA, Small Business, Accountants
Education
Montclair State University 1987 — 1991
BA
Patterson Smith Associates, LLC September 2006 - Present
Commonwealth Financial Network NJ September 2006 - Present
Preferred Pension Planning Corporation 1999 - 2006
The Copeland Companies 1998 - 1999
Alliance Capital Management 1992 - 1998
Skills
Pensions, Retirement, 401k, Defined Benefit, Employee Benefits, Retirement Planning, Retirement Plan..., ERISA, Mutual Funds, Defined Contribution, Pension Administration, TPA, Small Business, Accountants
Education
Montclair State University 1987 — 1991
BA
Betsy Seligson Betsy Seligson's The Copeland Companies Experience 1987 - 2003
Job Sales Associates at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage December 2008 - Present
The Copeland Companies 1987 - 2003
ING 1987 - 2003
Education
Bucknell University 1969 — 1973
BS
Fairleigh Dickinson University
MBA, Management
Coldwell Banker Residential Brokerage December 2008 - Present
The Copeland Companies 1987 - 2003
ING 1987 - 2003
Education
Bucknell University 1969 — 1973
BS
Fairleigh Dickinson University
MBA, Management
Michele Billich Michele Billich's The Copeland Companies Experience 1986 - 1990
Job Administration/Financial manager
Industry Accounting
Experience
Edgewood Properties, Inc. December 2013 - Present
IDLife Corporate October 2013 - Present
PM Parts and Equipment Inc 1998 - Present
The Copeland Companies 1986 - 1990
Consolidated Credit Bureau 1984 - 1986
Skills
Data Entry, Accounts Payable, Accounts Receivable, Full-Charge Bookkeeping, Filing, Sales & Use Tax..., Receptionist Duties, QuickBooks, Microsoft Office, Microsoft Word, Microsoft Excel, Bank Reconciliation, Data Reconciliation, Long-term Customer..., Vendor Relationships, A/R collections, Problem Solving, Organized Multi-tasker, Highly detail oriented, Office Administration, Account Reconciliation, Spreadsheets, Time Management
Education
Middlesex County College 1986 — 2000
Associate of Science (A.S.), Business Administration and Management, General
Edgewood Properties, Inc. December 2013 - Present
IDLife Corporate October 2013 - Present
PM Parts and Equipment Inc 1998 - Present
The Copeland Companies 1986 - 1990
Consolidated Credit Bureau 1984 - 1986
Skills
Data Entry, Accounts Payable, Accounts Receivable, Full-Charge Bookkeeping, Filing, Sales & Use Tax..., Receptionist Duties, QuickBooks, Microsoft Office, Microsoft Word, Microsoft Excel, Bank Reconciliation, Data Reconciliation, Long-term Customer..., Vendor Relationships, A/R collections, Problem Solving, Organized Multi-tasker, Highly detail oriented, Office Administration, Account Reconciliation, Spreadsheets, Time Management
Education
Middlesex County College 1986 — 2000
Associate of Science (A.S.), Business Administration and Management, General
Mark Aronson's The Copeland Companies Experience 1988 - 1990
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Wells Fargo Advisors 1994 - 2013
MONY 1993 - 1994
The Copeland Companies 1988 - 1990
Dean Witter 1984 - 1988
Education
University of Pennsylvania 1970 — 1974
Bachelor of Arts (B.A.)
Bethpage High School
Ameriprise Financial Services, Inc. April 2013 - Present
Wells Fargo Advisors 1994 - 2013
MONY 1993 - 1994
The Copeland Companies 1988 - 1990
Dean Witter 1984 - 1988
Education
University of Pennsylvania 1970 — 1974
Bachelor of Arts (B.A.)
Bethpage High School
Dal L. Wade Dal L. Wade's The Copeland Companies Experience March 1996 - December 1998
Job Account Executive at R+L Carriers
Industry Logistics and Supply Chain
Experience
R+L Carriers June 2013 - Present
FedEx Services May 2008 - June 2013
TeleMet America, Inc. May 2007 - May 2008
Ruesch International October 2005 - May 2007
MariDal Services Inc. September 2000 - September 2005
BenefitsCorp January 1999 - August 2000
The Copeland Companies March 1996 - December 1998
Prudential Financial January 1994 - March 1996
Skills
Salesforce.com, Team Leadership, Microsoft Office, Strategic Planning, Customer Service, Training, Leadership Development, Air Freight, LTL, Freight, Ocean, Value Selling, Project Management, Business Process..., Change Management, Contract Management, New Business Development, CRM, Business Development, Account Management, Leadership, Management, Sales Management, Team Building, Contract Negotiation, Cold Calling, Sales, Marketing, Operations Management
Education
Howard University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance/Marketing
Howard University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
The George Washington University 1983 — 1984
R+L Carriers June 2013 - Present
FedEx Services May 2008 - June 2013
TeleMet America, Inc. May 2007 - May 2008
Ruesch International October 2005 - May 2007
MariDal Services Inc. September 2000 - September 2005
BenefitsCorp January 1999 - August 2000
The Copeland Companies March 1996 - December 1998
Prudential Financial January 1994 - March 1996
Skills
Salesforce.com, Team Leadership, Microsoft Office, Strategic Planning, Customer Service, Training, Leadership Development, Air Freight, LTL, Freight, Ocean, Value Selling, Project Management, Business Process..., Change Management, Contract Management, New Business Development, CRM, Business Development, Account Management, Leadership, Management, Sales Management, Team Building, Contract Negotiation, Cold Calling, Sales, Marketing, Operations Management
Education
Howard University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance/Marketing
Howard University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
The George Washington University 1983 — 1984
Navina Mirchandani Navina Mirchandani's The Copeland Companies Experience October 1998 - March 1999
Job
Industry Information Technology and Services
Experience
Department of Treasury, Internal Revenue Service February 2011 - Present
Avineon, Inc. June 2007 - January 2011
SapientCorporation June 2004 - June 2007
Aftek Infosys Ltd April 1999 - May 2002
The Copeland Companies October 1998 - March 1999
Zensar Technologies Limited April 1998 - September 1998
Comprise Technologies Inc. August 1997 - March 1998
Skills
SDLC, Requirements Analysis, Agile Methodologies, Software Project..., Business Analysis, Program Management, Oracle, Testing, SQL, CMMI, Software Development, XML, Informatica, Rational Quality Manager, Mercury Test Tools, Rational Team Concert, Data Validation, Rational Functional..., SoapUI
Education
Purdue University 2002 — 2003
MBA, Finance, MIS
Pune University 1993 — 1997
Bachelors in Engineering, Computer Engineering
Department of Treasury, Internal Revenue Service February 2011 - Present
Avineon, Inc. June 2007 - January 2011
SapientCorporation June 2004 - June 2007
Aftek Infosys Ltd April 1999 - May 2002
The Copeland Companies October 1998 - March 1999
Zensar Technologies Limited April 1998 - September 1998
Comprise Technologies Inc. August 1997 - March 1998
Skills
SDLC, Requirements Analysis, Agile Methodologies, Software Project..., Business Analysis, Program Management, Oracle, Testing, SQL, CMMI, Software Development, XML, Informatica, Rational Quality Manager, Mercury Test Tools, Rational Team Concert, Data Validation, Rational Functional..., SoapUI
Education
Purdue University 2002 — 2003
MBA, Finance, MIS
Pune University 1993 — 1997
Bachelors in Engineering, Computer Engineering
Jonathan November Jonathan November's The Copeland Companies Experience 1989 - 1994
Job Information Technology Manager
Industry Pharmaceuticals
Experience
Otsuka Pharmaceutical Companies (U.S.) April 2015 - Present
Actavis 2012 - 2014
Actavis 2007 - 2014
Actavis plc 2007 - 2009
Actavis 2005 - 2006
Actavis 2004 - 2006
Capgemini 1994 - 2003
The Copeland Companies 1989 - 1994
Goldman Sachs 1979 - 1989
Skills
IT Strategy, IT Management, ERP, Business Analysis, Business Process, Integration, Disaster Recovery, SharePoint, Cross-functional Team..., Vendor Management, SDLC, ITIL, Team Leadership, Software Documentation, IT Service Management, Technology Integration, Information Technology, Management, Pharmaceutical Industry, Project Management, Strategy
Education
St. Peter's College 1973 — 1977
Bachelor of Science (BS), Mathematics and Computer Science
Otsuka Pharmaceutical Companies (U.S.) April 2015 - Present
Actavis 2012 - 2014
Actavis 2007 - 2014
Actavis plc 2007 - 2009
Actavis 2005 - 2006
Actavis 2004 - 2006
Capgemini 1994 - 2003
The Copeland Companies 1989 - 1994
Goldman Sachs 1979 - 1989
Skills
IT Strategy, IT Management, ERP, Business Analysis, Business Process, Integration, Disaster Recovery, SharePoint, Cross-functional Team..., Vendor Management, SDLC, ITIL, Team Leadership, Software Documentation, IT Service Management, Technology Integration, Information Technology, Management, Pharmaceutical Industry, Project Management, Strategy
Education
St. Peter's College 1973 — 1977
Bachelor of Science (BS), Mathematics and Computer Science
Edward Giblin, CFP®, MBA Edward Giblin, CFP®, MBA's The Copeland Companies Experience July 1996 - March 1999
Job Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife January 2006 - Present
CitiStreet March 1999 - December 2005
The Copeland Companies July 1996 - March 1999
Education
Seton Hall University 2001 — 2004
MBA, International Business
Providence College 1992 — 1996
Management
MetLife January 2006 - Present
CitiStreet March 1999 - December 2005
The Copeland Companies July 1996 - March 1999
Education
Seton Hall University 2001 — 2004
MBA, International Business
Providence College 1992 — 1996
Management
Tom Giandinoto Tom Giandinoto's The Copeland Companies Experience March 1997 - October 1999
Job Associate Dean Finance and Administration, University of Texas Health Science Center at San Antonio
Industry Higher Education
Experience
University of Texas Health Science Center at San Antonio, TX September 2014 - Present
Washington University in St. Louis, School of Law July 2013 - July 2014
Washington University in St. Louis August 2004 - July 2013
University of Pennsylvania October 1999 - July 2004
The Copeland Companies March 1997 - October 1999
Skills
Strategic Planning, Strategy, Cross-functional Team..., Healthcare, Financial Analysis, Relationship Management
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
Executive MBA
Creighton University 1986 — 1992
BSBA, Finance and Economics
University of Texas Health Science Center at San Antonio, TX September 2014 - Present
Washington University in St. Louis, School of Law July 2013 - July 2014
Washington University in St. Louis August 2004 - July 2013
University of Pennsylvania October 1999 - July 2004
The Copeland Companies March 1997 - October 1999
Skills
Strategic Planning, Strategy, Cross-functional Team..., Healthcare, Financial Analysis, Relationship Management
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
Executive MBA
Creighton University 1986 — 1992
BSBA, Finance and Economics
Toni Ann David Toni Ann David's The Copeland Companies Experience 1996 - 1998
Job Music Blogger at TonisNightOut.com
Industry Online Media
Experience
Toni's Night Out May 2008 - Present
BMG Columbia House March 2007 - September 2008
NBC Universal August 2005 - February 2007
CapitalStar Systems 2004 - 2005
Prebon Yamane 1999 - 2002
Hoechst Pharmaceuticals 1998 - 1999
The Copeland Companies 1996 - 1998
Skills
Music, Video, Blogging, JavaScript, HTML, User Experience, WordPress, Social Networking, Digital Media, Documentaries
Education
New Jersey City University 1991 — 1995
Bachelor of Science, Computer Science
Toni's Night Out May 2008 - Present
BMG Columbia House March 2007 - September 2008
NBC Universal August 2005 - February 2007
CapitalStar Systems 2004 - 2005
Prebon Yamane 1999 - 2002
Hoechst Pharmaceuticals 1998 - 1999
The Copeland Companies 1996 - 1998
Skills
Music, Video, Blogging, JavaScript, HTML, User Experience, WordPress, Social Networking, Digital Media, Documentaries
Education
New Jersey City University 1991 — 1995
Bachelor of Science, Computer Science
Amy Jo Lauber, CFP® Amy Jo Lauber, CFP®'s The Copeland Companies Experience August 1993 - January 1999
Job Feeonly financial planner, coach & guide, author, speaker. President, Lauber Financial Planning
Industry Financial Services
Experience
Lauber Financial Planning July 2010 - Present
Bryant & Stratton College January 2010 - December 2012
Harold C. Brown & Co., LLC January 2006 - July 2010
Harold C. Brown & Co., LLC September 2003 - January 2006
HSBC Bank USA January 1999 - April 2002
The Copeland Companies August 1993 - January 1999
Skills
Strategic Financial..., Retirement Planning, Investments, Financial Advisory, Retirement, Financial Planners, Asset Allocation, Coaching, Holistic Financial...
Education
College for Financial Planning 1994 — 1999
Certified Financial Planner Course
The University of Manchester 1989 — 1989
exchange program
SUNY College at Buffalo 1986 — 1989
BS, Consumer & Family Affairs
South Park High School 1982 — 1986
science, music
Hillary Park Academy/#27
Lauber Financial Planning July 2010 - Present
Bryant & Stratton College January 2010 - December 2012
Harold C. Brown & Co., LLC January 2006 - July 2010
Harold C. Brown & Co., LLC September 2003 - January 2006
HSBC Bank USA January 1999 - April 2002
The Copeland Companies August 1993 - January 1999
Skills
Strategic Financial..., Retirement Planning, Investments, Financial Advisory, Retirement, Financial Planners, Asset Allocation, Coaching, Holistic Financial...
Education
College for Financial Planning 1994 — 1999
Certified Financial Planner Course
The University of Manchester 1989 — 1989
exchange program
SUNY College at Buffalo 1986 — 1989
BS, Consumer & Family Affairs
South Park High School 1982 — 1986
science, music
Hillary Park Academy/#27
B. Irene Ratajczyk B. Irene Ratajczyk's The Copeland Companies Experience October 1999 - December 1999
Job Senior Analyst Sales Reporting and Program Management at
Industry Pharmaceuticals
Experience
Merck (formerly Schering-Plough) October 2004 - Present
Merck (formerly Schering Plough) October 2001 - September 2004
The Copeland Companies October 1999 - December 1999
Bankers Savings (currently Sovereign Bank) April 1990 - October 1997
Bankers Savings (currently Sovereign Bank) October 1985 - December 1990
Bankers Savings (currently Sovereign Bank) August 1982 - September 1985
Skills
Cross-functional Team..., Analysis, Analytics, Pharmaceutical Industry, Management, Project Management, Product Launch, Sales Effectiveness, Competitive Intelligence, Program Management, Oncology, Managed Care, SAS, Pharmaceutical Sales, Data Management, Market Access, Access, Project Planning, Clinical Development, Data Analysis, Requirements Gathering, Clinical Trials, Market Analysis, Infectious Diseases, Sales, Segmentation
Education
Rutgers University-New Brunswick 2008 — 2011
Economics
Middlesex County College 1998 — 1999
Associate Degree in Applied Science in Computer and Information Systems
Warsaw School of Economics 1978 — 1981
Economics
Merck (formerly Schering-Plough) October 2004 - Present
Merck (formerly Schering Plough) October 2001 - September 2004
The Copeland Companies October 1999 - December 1999
Bankers Savings (currently Sovereign Bank) April 1990 - October 1997
Bankers Savings (currently Sovereign Bank) October 1985 - December 1990
Bankers Savings (currently Sovereign Bank) August 1982 - September 1985
Skills
Cross-functional Team..., Analysis, Analytics, Pharmaceutical Industry, Management, Project Management, Product Launch, Sales Effectiveness, Competitive Intelligence, Program Management, Oncology, Managed Care, SAS, Pharmaceutical Sales, Data Management, Market Access, Access, Project Planning, Clinical Development, Data Analysis, Requirements Gathering, Clinical Trials, Market Analysis, Infectious Diseases, Sales, Segmentation
Education
Rutgers University-New Brunswick 2008 — 2011
Economics
Middlesex County College 1998 — 1999
Associate Degree in Applied Science in Computer and Information Systems
Warsaw School of Economics 1978 — 1981
Economics
Ashley Avaregan Ashley Avaregan's The Copeland Companies Experience July 1996 - April 2000
Job Regional Sales Director – Western Division at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha February 2015 - Present
GuidedChoice June 2012 - February 2015
ING July 1996 - October 2011
CitiStreet 1999 - 2006
The Copeland Companies July 1996 - April 2000
Baha'i International Community 1994 - 1996
Skills
Retirement, 401k, Mutual Funds, Series 63, Investments, Retirement Planning, Series 6, Defined Benefit, Defined Contribution, Retirement Plan..., Investment Advisory, Asset Managment, Asset Allocation, ERISA, Profit Sharing, Pensions
Education
Rutgers University School of Law - Newark 2000 — 2004
Juris Doctor
Rutgers College 1993 — 1996
B.A., Major: Politcal Science Minors: Central & East European Studies, Womens' Studies
University of Chicago 1992 — 1993
Polonia Research Institute of Jagiellonian University, Cracow, Poland 1991 — 1992
Diploma, Polish language and culture
Glen Rock High School 1986 — 1989
Diploma
Mutual of Omaha February 2015 - Present
GuidedChoice June 2012 - February 2015
ING July 1996 - October 2011
CitiStreet 1999 - 2006
The Copeland Companies July 1996 - April 2000
Baha'i International Community 1994 - 1996
Skills
Retirement, 401k, Mutual Funds, Series 63, Investments, Retirement Planning, Series 6, Defined Benefit, Defined Contribution, Retirement Plan..., Investment Advisory, Asset Managment, Asset Allocation, ERISA, Profit Sharing, Pensions
Education
Rutgers University School of Law - Newark 2000 — 2004
Juris Doctor
Rutgers College 1993 — 1996
B.A., Major: Politcal Science Minors: Central & East European Studies, Womens' Studies
University of Chicago 1992 — 1993
Polonia Research Institute of Jagiellonian University, Cracow, Poland 1991 — 1992
Diploma, Polish language and culture
Glen Rock High School 1986 — 1989
Diploma
Tom Ledbetter Tom Ledbetter's The Copeland Companies Experience January 1991 - May 1994
Job Principal at Business Transition Network, LLC
Industry Financial Services
Experience
Business Transition Network, LLC February 2013 - Present
New England Financial - Miami January 2008 - November 2010
Creative Financial Group, Newtown Square, PA April 2004 - June 2008
Garrett, Prather & Associates, Inc. January 1998 - March 2004
MKA Healthcomp June 1996 - December 1997
MCG/HealthCare COmpensation June 1994 - December 1995
The Copeland Companies January 1991 - May 1994
Skills
Retirement Planning, Insurance, Financial Advisory, Employee Benefits, Small Business, Tax, Pensions, Finance, Financial Services, Strategic Planning, Business Planning, Estate Tax Planning
Education
Georgetown University Law Center 1968 — 1970
LL. M in taxation, Income and estate taxation
U.S. Navy Justice School 1967 — 1968
JAG Certificate, U.S. Military Law & Practice
University of Michigan Law School 1963 — 1966
J. D., Law
Ohio University 1959 — 1963
BA, English and History
Business Transition Network, LLC February 2013 - Present
New England Financial - Miami January 2008 - November 2010
Creative Financial Group, Newtown Square, PA April 2004 - June 2008
Garrett, Prather & Associates, Inc. January 1998 - March 2004
MKA Healthcomp June 1996 - December 1997
MCG/HealthCare COmpensation June 1994 - December 1995
The Copeland Companies January 1991 - May 1994
Skills
Retirement Planning, Insurance, Financial Advisory, Employee Benefits, Small Business, Tax, Pensions, Finance, Financial Services, Strategic Planning, Business Planning, Estate Tax Planning
Education
Georgetown University Law Center 1968 — 1970
LL. M in taxation, Income and estate taxation
U.S. Navy Justice School 1967 — 1968
JAG Certificate, U.S. Military Law & Practice
University of Michigan Law School 1963 — 1966
J. D., Law
Ohio University 1959 — 1963
BA, English and History
David Chen, MBA, PMP, ITIL David Chen, MBA, PMP, ITIL's The Copeland Companies Experience January 1997 - February 1998
Job Infrastructure Project Manager Data Warehouse Engineering at Dell
Industry Information Technology and Services
Experience
Dell May 2013 - Present
Dell September 2012 - April 2013
Dell Inc. January 2007 - August 2012
Dell, Inc. November 2002 - December 2006
Dell, Inc. May 2000 - October 2002
Compuware December 1998 - April 2000
AT&T February 1998 - November 1998
The Copeland Companies January 1997 - February 1998
Prudential Insurance of America January 1994 - December 1996
Skills
Software Quality..., Release Management, Integration, Project Management, Testing, Software Project..., ITIL, SDLC, Requirements Analysis, PMP, Program Management, PMO, Solution Architecture, Oracle, Software Development, Change Management, Vendor Management, Agile Methodologies, MS Project, Quality Assurance, Requirements Gathering, User Acceptance Testing, Resource Management, Cross-functional Team..., CRM, ERP, Test Planning, Management, Telecommunications, IT Service Management, IT Management, Project Portfolio..., Data Warehousing, IT Strategy, Visio, Business Process, SharePoint, Enterprise Architecture
Education
Dale Carnegie Training 2015 — 2015
Effective Communication & Human Relationship certification, A
Texas State University-San Marcos 2010 — 2014
MBA, Business/Commerce, General
The University of Texas at Austin 2000 — 2001
Certification, Software Project Management
Stevens Institute of Technology 1997 — 1997
Master, MIS
Kean University 1992 — 1993
BS, Computer Science
Dell May 2013 - Present
Dell September 2012 - April 2013
Dell Inc. January 2007 - August 2012
Dell, Inc. November 2002 - December 2006
Dell, Inc. May 2000 - October 2002
Compuware December 1998 - April 2000
AT&T February 1998 - November 1998
The Copeland Companies January 1997 - February 1998
Prudential Insurance of America January 1994 - December 1996
Skills
Software Quality..., Release Management, Integration, Project Management, Testing, Software Project..., ITIL, SDLC, Requirements Analysis, PMP, Program Management, PMO, Solution Architecture, Oracle, Software Development, Change Management, Vendor Management, Agile Methodologies, MS Project, Quality Assurance, Requirements Gathering, User Acceptance Testing, Resource Management, Cross-functional Team..., CRM, ERP, Test Planning, Management, Telecommunications, IT Service Management, IT Management, Project Portfolio..., Data Warehousing, IT Strategy, Visio, Business Process, SharePoint, Enterprise Architecture
Education
Dale Carnegie Training 2015 — 2015
Effective Communication & Human Relationship certification, A
Texas State University-San Marcos 2010 — 2014
MBA, Business/Commerce, General
The University of Texas at Austin 2000 — 2001
Certification, Software Project Management
Stevens Institute of Technology 1997 — 1997
Master, MIS
Kean University 1992 — 1993
BS, Computer Science
Arthur Riley's The Copeland Companies Experience June 1990 - December 1996
Job Financial Planner and Financial Service Representative at MetLife Premier Client Group of the Midwest
Industry Financial Services
Experience
Metlife Premier Client Group of the Midwest January 2006 - Present
CitiStreet January 1997 - December 2005
The Copeland Companies June 1990 - December 1996
Skills
Financial Planning, Retirement Planning, Wealth Management, Wealth Preservation, Wealth Transfer, Risk Management, Investments, Insurance, Small Business, Long-term Care, Asset Management, Asset Allocation, Public Speaking, Group Presentations, Business Planning, Strategic Communications, Strategic Planning, Investment Advisory..., Certified Financial..., Retirement Income...
Education
University of Houston 1989 — 1990
BBA, Marketing and Finance
Metlife Premier Client Group of the Midwest January 2006 - Present
CitiStreet January 1997 - December 2005
The Copeland Companies June 1990 - December 1996
Skills
Financial Planning, Retirement Planning, Wealth Management, Wealth Preservation, Wealth Transfer, Risk Management, Investments, Insurance, Small Business, Long-term Care, Asset Management, Asset Allocation, Public Speaking, Group Presentations, Business Planning, Strategic Communications, Strategic Planning, Investment Advisory..., Certified Financial..., Retirement Income...
Education
University of Houston 1989 — 1990
BBA, Marketing and Finance
Steve Wasserman's The Copeland Companies Experience May 1989 - April 1995
Job Director at Guggenheim Partners
Industry Investment Management
Experience
Rothschild Asset Management Inc. August 2000 - February 2009
Mitchell Hutchins Asset Management November 1999 - August 2000
IBJ Whitehall Asset Management March 1999 - November 1999
Rothschild Asset Management April 1995 - May 1998
The Copeland Companies May 1989 - April 1995
Daiwa Capital Management July 1986 - April 1989
Coffee, Sugar & Cocoa Exchange February 1984 - July 1986
Drexel Burnham Lambert July 1981 - February 1984
Skills
Private Placements, Alternative Investments, Hedge Funds, Investment Strategies, Mutual Funds, Asset Allocation, Investment Management, Fixed Income, Equities, Asset Managment, Series 7, Bloomberg, Wealth Management, Investment Advisory, Investments, Fund Of Funds, Separately Managed...
Education
Pace University 1982 — 1985
MBA
SUNY at Albany 1977 — 1981
BS
Spring Valley Senior High School 1974 — 1977
Rothschild Asset Management Inc. August 2000 - February 2009
Mitchell Hutchins Asset Management November 1999 - August 2000
IBJ Whitehall Asset Management March 1999 - November 1999
Rothschild Asset Management April 1995 - May 1998
The Copeland Companies May 1989 - April 1995
Daiwa Capital Management July 1986 - April 1989
Coffee, Sugar & Cocoa Exchange February 1984 - July 1986
Drexel Burnham Lambert July 1981 - February 1984
Skills
Private Placements, Alternative Investments, Hedge Funds, Investment Strategies, Mutual Funds, Asset Allocation, Investment Management, Fixed Income, Equities, Asset Managment, Series 7, Bloomberg, Wealth Management, Investment Advisory, Investments, Fund Of Funds, Separately Managed...
Education
Pace University 1982 — 1985
MBA
SUNY at Albany 1977 — 1981
BS
Spring Valley Senior High School 1974 — 1977
Brikely (Suarez) Cox's The Copeland Companies Experience November 1995 - June 2000
Job Informationist Project Manager | Business Analyst | Financial Services & Retirement Services Consultant
Industry Financial Services
Experience
Knowledgent October 2013 - Present
ING U.S. July 2008 - March 2013
CitiStreet January 2007 - July 2008
CitiStreet January 2005 - January 2007
CitiStreet May 2001 - January 2005
ExpertPlan, Inc. - (Acquired by Ascensus in 2013) June 2000 - May 2001
The Copeland Companies November 1995 - June 2000
Skills
Product Management, Process Improvement, Business Analysis, Cross-functional Team..., Product Development, Series 6, Business Process..., Marketing, Project Management, Financial Services, Six Sigma, Account Management, Management, Outsourcing, Series 63, Product Marketing, Requirements Gathering, 401k, Requirements Analysis, Risk Management, Leadership, Six Sigman Green Belt, Vendor Management, Team Leadership, Microsoft Office, Business Strategy, Relationship Management, Project Management..., Microsoft Office..., Bilingual Spanish, ASPPA Cerified, Website Development, IBM BPM, PMI Trained
Education
Rutgers Business School - Center for Management Development
Mini MBA, Business Essentials
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Communication Spanish
Knowledgent October 2013 - Present
ING U.S. July 2008 - March 2013
CitiStreet January 2007 - July 2008
CitiStreet January 2005 - January 2007
CitiStreet May 2001 - January 2005
ExpertPlan, Inc. - (Acquired by Ascensus in 2013) June 2000 - May 2001
The Copeland Companies November 1995 - June 2000
Skills
Product Management, Process Improvement, Business Analysis, Cross-functional Team..., Product Development, Series 6, Business Process..., Marketing, Project Management, Financial Services, Six Sigma, Account Management, Management, Outsourcing, Series 63, Product Marketing, Requirements Gathering, 401k, Requirements Analysis, Risk Management, Leadership, Six Sigman Green Belt, Vendor Management, Team Leadership, Microsoft Office, Business Strategy, Relationship Management, Project Management..., Microsoft Office..., Bilingual Spanish, ASPPA Cerified, Website Development, IBM BPM, PMI Trained
Education
Rutgers Business School - Center for Management Development
Mini MBA, Business Essentials
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Communication Spanish
Dhaval Parikh Dhaval Parikh's The Copeland Companies Experience January 1993 - June 1995
Job Experienced Technology Leader
Industry Broadcast Media
Experience
NBCUniversal, Inc. September 2014 - Present
Kwik Mortgage Corporation January 2013 - September 2014
CBS Corporation January 2006 - December 2012
Showtime Networks 2001 - 2009
MTV Networks May 1996 - December 2001
Roche June 1995 - May 1996
The Copeland Companies January 1993 - June 1995
Skills
Vendor Management, IT Strategy, Project Management, Business Process, Business Analysis, Project Planning, Solution Architecture, Enterprise Software, Requirements Analysis, Software Project..., Management, IT Management, PMO, Leadership, MS Project, Quality Assurance, Information Technology, Analysis, SDLC
Education
New Jersey Institute of Technology 1988 — 1993
B.S, Computer and Information Science
Columbia University in the City of New York 2012 — 2012
Executive Education, Negotiations Strategies: Creating and Maximizing Value
NBCUniversal, Inc. September 2014 - Present
Kwik Mortgage Corporation January 2013 - September 2014
CBS Corporation January 2006 - December 2012
Showtime Networks 2001 - 2009
MTV Networks May 1996 - December 2001
Roche June 1995 - May 1996
The Copeland Companies January 1993 - June 1995
Skills
Vendor Management, IT Strategy, Project Management, Business Process, Business Analysis, Project Planning, Solution Architecture, Enterprise Software, Requirements Analysis, Software Project..., Management, IT Management, PMO, Leadership, MS Project, Quality Assurance, Information Technology, Analysis, SDLC
Education
New Jersey Institute of Technology 1988 — 1993
B.S, Computer and Information Science
Columbia University in the City of New York 2012 — 2012
Executive Education, Negotiations Strategies: Creating and Maximizing Value
Gloria Lopez's The Copeland Companies Experience January 1980 - November 1987
Job Education & Marketing Manager at DentalVibe
Industry Public Relations and Communications
Experience
DentalVibe May 2015 - Present
DisplayWorks September 2011 - April 2015
Glidewell Laboratories July 2008 - April 2010
Vident, Inc April 2004 - June 2008
Nobel Biocare, Inc January 1989 - April 2004
Nobel Biocare / Steri-Oss January 1990 - November 1992
The Copeland Companies January 1980 - November 1987
JW Marriott Irvine 1981 - 1982
Skills
Training & Education..., Event Planning, Continuing Education, Trade Show Coordination, Meeting Planning, Training, Training Center..., Educational Leadership, Public Speaking, Trade Shows, Marketing, Account Management, Team Building, Program Management, Sales Management, Marketing Strategy, New Business Development, Event Management, Strategic Planning, Product Marketing, Management, Healthcare, Competitive Analysis, Sales, Leadership, Selling, Product Launch, Negotiation, Market Research, Sales Operations, Customer Service, Human Resources, Marketing Communications, Time Management, Advertising, Market Planning, Salesforce.com, B2B, Lead Generation, Business Development, Marketing Management, Sales Process
Education
Michigan State University 1979 — 1980
Other, General
DentalVibe May 2015 - Present
DisplayWorks September 2011 - April 2015
Glidewell Laboratories July 2008 - April 2010
Vident, Inc April 2004 - June 2008
Nobel Biocare, Inc January 1989 - April 2004
Nobel Biocare / Steri-Oss January 1990 - November 1992
The Copeland Companies January 1980 - November 1987
JW Marriott Irvine 1981 - 1982
Skills
Training & Education..., Event Planning, Continuing Education, Trade Show Coordination, Meeting Planning, Training, Training Center..., Educational Leadership, Public Speaking, Trade Shows, Marketing, Account Management, Team Building, Program Management, Sales Management, Marketing Strategy, New Business Development, Event Management, Strategic Planning, Product Marketing, Management, Healthcare, Competitive Analysis, Sales, Leadership, Selling, Product Launch, Negotiation, Market Research, Sales Operations, Customer Service, Human Resources, Marketing Communications, Time Management, Advertising, Market Planning, Salesforce.com, B2B, Lead Generation, Business Development, Marketing Management, Sales Process
Education
Michigan State University 1979 — 1980
Other, General
Steven Cantalupo's The Copeland Companies Experience June 1995 - August 1998
Job Managing Director, Head of Sales
Industry Financial Services
Experience
SunGard 2000 - Present
Fidelity Investments 1998 - 1999
The Copeland Companies June 1995 - August 1998
Skills
Trading Systems, Electronic Trading, Financial Services, Relationship Management, Equities, Financial Markets, Market Data, Capital Markets, CRM, Equity Trading, Trading, Fixed Income, Hedge Funds, Securities, Series 7, Wealth Management, Equity Derivatives, Back Office, Consultative Selling, Order Management, Middle Office, Series 63, Series 24
Education
Curry College
Bachelor of Arts (BA), Business Administration and Management, General
SunGard 2000 - Present
Fidelity Investments 1998 - 1999
The Copeland Companies June 1995 - August 1998
Skills
Trading Systems, Electronic Trading, Financial Services, Relationship Management, Equities, Financial Markets, Market Data, Capital Markets, CRM, Equity Trading, Trading, Fixed Income, Hedge Funds, Securities, Series 7, Wealth Management, Equity Derivatives, Back Office, Consultative Selling, Order Management, Middle Office, Series 63, Series 24
Education
Curry College
Bachelor of Arts (BA), Business Administration and Management, General
Paul Docteroff's The Copeland Companies Experience 1996 - 2000
Job Senior Business Intelligence Analyst at Olympus Imaging America
Industry Consumer Goods
Experience
Olympus Imaging America March 2006 - Present
Viva International Group 2002 - 2006
Lantis Eyewear 2000 - 2002
The Copeland Companies 1996 - 2000
Skills
Microsoft Office, Cross-functional Team..., Lotus Notes, Process Improvement, Forecasting, Business Analysis, SAP, Business Intelligence, Troubleshooting, SharePoint, Software Documentation, Team Leadership, Project Planning, Microsoft Excel, Data Warehousing, Visio, Integration, Sales Operations, Product Development, Account Management, Testing, Sales, Competitive Analysis, Analysis
Education
Kean University 1994 — 1997
MS, Management Information Systems, General
LIU Post 1981 — 1988
BA, Philosophy
Olympus Imaging America March 2006 - Present
Viva International Group 2002 - 2006
Lantis Eyewear 2000 - 2002
The Copeland Companies 1996 - 2000
Skills
Microsoft Office, Cross-functional Team..., Lotus Notes, Process Improvement, Forecasting, Business Analysis, SAP, Business Intelligence, Troubleshooting, SharePoint, Software Documentation, Team Leadership, Project Planning, Microsoft Excel, Data Warehousing, Visio, Integration, Sales Operations, Product Development, Account Management, Testing, Sales, Competitive Analysis, Analysis
Education
Kean University 1994 — 1997
MS, Management Information Systems, General
LIU Post 1981 — 1988
BA, Philosophy
Rick Cortellessa's The Copeland Companies Experience October 1984 - June 2000
Job Regional Retirement Director at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management December 2007 - Present
Goldman Sachs 2007 - Present
Legg Mason June 2000 - December 2007
The Copeland Companies October 1984 - June 2000
Skills
Retirement, Investments, Equities, Fixed Income, Hedge Funds, Alternative Investments, Wealth Management, Private Equity, Due Diligence, Investment Management, Financial Markets, Retirement Planning, Securities, Mutual Funds, Series 7, Series 63, Asset Allocation, 401k, Asset Management
Education
American University - Kogod School of Business 1980 — 1984
Finance
The American University - DC
Finance and Financial Management Services
Goldman Sachs Asset Management December 2007 - Present
Goldman Sachs 2007 - Present
Legg Mason June 2000 - December 2007
The Copeland Companies October 1984 - June 2000
Skills
Retirement, Investments, Equities, Fixed Income, Hedge Funds, Alternative Investments, Wealth Management, Private Equity, Due Diligence, Investment Management, Financial Markets, Retirement Planning, Securities, Mutual Funds, Series 7, Series 63, Asset Allocation, 401k, Asset Management
Education
American University - Kogod School of Business 1980 — 1984
Finance
The American University - DC
Finance and Financial Management Services
Rick Radice's The Copeland Companies Experience 1989 - 1992
Job VP, Federal Regulatory Exam Liaison at Prudential Financial, Inc.
Industry Financial Services
Experience
Prudential Financial 1995 - Present
MIDLANTIC INVESTMENT SERVICES 1992 - 1995
THE COPELAND COMPANIES 1989 - 1992
Skills
Leadership, Operations Management, Project Management, Change Management, Program Management, Strategic Planning, Due Diligence, Sales, Wealth Management, Strategy, Business Transformation, Process Improvement, Training, Financial Services, Risk Management, Business Analysis, Management, Investments, Management Consulting, Vendor Management, Business Process..., Equities
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BA, Economics
Prudential Financial 1995 - Present
MIDLANTIC INVESTMENT SERVICES 1992 - 1995
THE COPELAND COMPANIES 1989 - 1992
Skills
Leadership, Operations Management, Project Management, Change Management, Program Management, Strategic Planning, Due Diligence, Sales, Wealth Management, Strategy, Business Transformation, Process Improvement, Training, Financial Services, Risk Management, Business Analysis, Management, Investments, Management Consulting, Vendor Management, Business Process..., Equities
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BA, Economics
Jennifer Esposito's The Copeland Companies Experience July 1994 - February 1997
Job Vice President Retail Sales at Gabelli Funds
Industry Financial Services
Experience
Gabelli Funds March 1997 - Present
GAMCO Investors Inc. 1997 - Present
The Copeland Companies July 1994 - February 1997
The Copeland Companies 1994 - 1996
Education
Fordham University 1990 — 1994
BA, English
Convent of the Sacred Heart 1986 — 1990
High School
Gabelli Funds March 1997 - Present
GAMCO Investors Inc. 1997 - Present
The Copeland Companies July 1994 - February 1997
The Copeland Companies 1994 - 1996
Education
Fordham University 1990 — 1994
BA, English
Convent of the Sacred Heart 1986 — 1990
High School
Sandy Penchansky's The Copeland Companies Experience 1983 - 1994
Job Financial Advisor with Infinex Investments, Inc @ Watertown Savings Bank
Industry Financial Services
Experience
Infinex Investments, Inc @ Watertown Savings Bank April 2007 - Present
Infinex Investments, Inc @ East Cambridge Savings Bank September 2000 - October 2006
Citizens Financial Group November 1996 - April 1999
The Copeland Companies 1983 - 1994
Education
Boston University 1975 — 1979
BS, Accounting
CFP
Certified Financial Planner, Financial Planning
Infinex Investments, Inc @ Watertown Savings Bank April 2007 - Present
Infinex Investments, Inc @ East Cambridge Savings Bank September 2000 - October 2006
Citizens Financial Group November 1996 - April 1999
The Copeland Companies 1983 - 1994
Education
Boston University 1975 — 1979
BS, Accounting
CFP
Certified Financial Planner, Financial Planning
Joseph Zavoda's The Copeland Companies Experience 1996 - 2001
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2009 - Present
403b Plan Services LLC January 2009 - August 2010
ING July 2008 - December 2008
CitiStreet 1996 - June 2008
The Copeland Companies 1996 - 2001
The Copeland Companies 1996 - 2001
Coopers & Lybrand 1989 - 1996
Education
Rutgers University School of Law - Camden
JD
Rutgers University-New Brunswick
BA, History
Temple University - Fox School of Business and Management
MBA, Human Resource Administration
Bank of America Merrill Lynch 2009 - Present
403b Plan Services LLC January 2009 - August 2010
ING July 2008 - December 2008
CitiStreet 1996 - June 2008
The Copeland Companies 1996 - 2001
The Copeland Companies 1996 - 2001
Coopers & Lybrand 1989 - 1996
Education
Rutgers University School of Law - Camden
JD
Rutgers University-New Brunswick
BA, History
Temple University - Fox School of Business and Management
MBA, Human Resource Administration
Richard Lauterhahn's The Copeland Companies Experience 1989 - 1997
Job Human Resources Professional
Industry Human Resources
Experience
Budd Van Lines 2012 - Present
The New York Foundling 2011 - 2012
The Blood Center of New Jersey June 2007 - November 2008
Spectra Gases September 1997 - February 2007
The Copeland Companies 1989 - 1997
Crum & Forster 1987 - 1989
Skills
Human Resources, Benefits Administration, HR Policies, Management, Employee Benefits, Employee Relations, Customer Service, New Hire Orientations, Personnel Management, Performance Management, Policy, Onboarding, Talent Acquisition, Talent Management, Recruiting
Education
Montclair State University 1982 — 1985
M.A., Industrial/Organizational Psychology
Budd Van Lines 2012 - Present
The New York Foundling 2011 - 2012
The Blood Center of New Jersey June 2007 - November 2008
Spectra Gases September 1997 - February 2007
The Copeland Companies 1989 - 1997
Crum & Forster 1987 - 1989
Skills
Human Resources, Benefits Administration, HR Policies, Management, Employee Benefits, Employee Relations, Customer Service, New Hire Orientations, Personnel Management, Performance Management, Policy, Onboarding, Talent Acquisition, Talent Management, Recruiting
Education
Montclair State University 1982 — 1985
M.A., Industrial/Organizational Psychology
Paula Geigerman's The Copeland Companies Experience September 1986 - September 1987
Job Volunteer Parkway Adult Education Program ESL
Industry Education Management
Experience
The Copeland Companies September 1986 - September 1987
VALIC April 1984 - August 1986
PEBSCO January 1983 - December 1983
St. Paul Title Insurance Company July 1977 - September 1981
St Louis Municipal Opera May 1963 - September 1967
Skills
Defined Benefits 403b...
Education
University of Oklahoma, Norman Oklahoma 1967 — 1971
Bachelor of Fine Arts (BFA)
University of Missouri-Saint Louis 1966 — 1967
The Copeland Companies September 1986 - September 1987
VALIC April 1984 - August 1986
PEBSCO January 1983 - December 1983
St. Paul Title Insurance Company July 1977 - September 1981
St Louis Municipal Opera May 1963 - September 1967
Skills
Defined Benefits 403b...
Education
University of Oklahoma, Norman Oklahoma 1967 — 1971
Bachelor of Fine Arts (BFA)
University of Missouri-Saint Louis 1966 — 1967
Nadine Schneider's The Copeland Companies Experience January 1993 - January 1997
Job Product Marketing Manager at OppenheimerFunds
Industry Marketing and Advertising
Experience
OppenheimerFunds April 2015 - Present
Merrill Lynch May 2006 - September 2007
PRUDENTIAL January 1999 - January 2002
GE Capital January 1997 - January 1999
The Copeland Companies January 1993 - January 1997
Skills
Product Management, Editing, Writing, Vendor Management, Marketing Strategy, Market Research, Product Marketing, Marketing Communications, Corporate Communications, Copywriting, Marketing, Program Management, Direct Marketing, Project Management, CRM
Education
Rutgers University-New Brunswick
Mini-MBA Digital Marketing
Rowan University
B.S, Business Administration; Marketing
OppenheimerFunds April 2015 - Present
Merrill Lynch May 2006 - September 2007
PRUDENTIAL January 1999 - January 2002
GE Capital January 1997 - January 1999
The Copeland Companies January 1993 - January 1997
Skills
Product Management, Editing, Writing, Vendor Management, Marketing Strategy, Market Research, Product Marketing, Marketing Communications, Corporate Communications, Copywriting, Marketing, Program Management, Direct Marketing, Project Management, CRM
Education
Rutgers University-New Brunswick
Mini-MBA Digital Marketing
Rowan University
B.S, Business Administration; Marketing
Ernest L Jordan III's The Copeland Companies Experience 1992 - 1994
Job Head of Sales, Tax Exempt Markets at ING Nederland
Industry Financial Services
Experience
ING Nederland May 2013 - Present
MetLife August 2011 - April 2013
Symetra Retirement Wealth Management Solutions January 2009 - January 2011
Symetra Financial January 2009 - January 2011
Peachtree Settlement Funding May 2007 - August 2008
VALIC and AIG Annuity 1994 - 2007
The Copeland Companies 1992 - 1994
Skills
Sales management, Recruiting both..., Building sales teams, Sales force..., Sales coaching, Business planning, Change management, Financial budgeting, Sales performance,..., Sales structure, Team development, Public speaking, Training, Sales, Strategic Planning, Budgets, Change Management, Business Planning, Business Coaching, Public Speaking, Sales Management, Team Building, Employee Benefits, Retirement, 401k, Customer Service, Finance, Sales Operations, Fixed Annuities, Leadership, New Business Development, Series 7
Education
Faulkner University 1989 — 1990
BBA, Management
University of Alabama
ING Nederland May 2013 - Present
MetLife August 2011 - April 2013
Symetra Retirement Wealth Management Solutions January 2009 - January 2011
Symetra Financial January 2009 - January 2011
Peachtree Settlement Funding May 2007 - August 2008
VALIC and AIG Annuity 1994 - 2007
The Copeland Companies 1992 - 1994
Skills
Sales management, Recruiting both..., Building sales teams, Sales force..., Sales coaching, Business planning, Change management, Financial budgeting, Sales performance,..., Sales structure, Team development, Public speaking, Training, Sales, Strategic Planning, Budgets, Change Management, Business Planning, Business Coaching, Public Speaking, Sales Management, Team Building, Employee Benefits, Retirement, 401k, Customer Service, Finance, Sales Operations, Fixed Annuities, Leadership, New Business Development, Series 7
Education
Faulkner University 1989 — 1990
BBA, Management
University of Alabama
Dawn Bryant's The Copeland Companies Experience 1997 - 1997
Job Financial Reconciliations and Regulatory Reporting Supervisor at Pala Interactive LLC
Industry Gambling & Casinos
Experience
Pala Interactive LLC April 2015 - Present
Pennsylvania Gaming Control Board (PGCB) April 2014 - April 2015
Spirit Halloween June 2013 - September 2013
Jewish Family Service July 2012 - April 2013
NJ Casino Control Commission September 1997 - March 2011
National Prescription Administrators December 1993 - February 1997
The Copeland Companies 1997 - 1997
CVS Caremark Corporation 1991 - 1993
Skills
Training, Microsoft Excel, Microsoft Office, Analysis, Data Entry, Customer Service, Microsoft Word, Outlook, QuickBooks, Budgets, Policy, Time Management, Leadership, Gaming Industry, Surveillance, Team Building, Employee Relations, Employee Training, Fraud, Investigation, Recruiting, Supervisory Skills, Leadership Development, Human Resources, Windows, Oral & Written..., Auditing, Mac OS, Presentations, Peachtree, Account Reconciliation, Management
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (MBA), Accounting, 3.82
Temple University - Fox School of Business and Management 1989 — 1993
Bachelor of Business Administration (B.B.A.), Marketing
Pala Interactive LLC April 2015 - Present
Pennsylvania Gaming Control Board (PGCB) April 2014 - April 2015
Spirit Halloween June 2013 - September 2013
Jewish Family Service July 2012 - April 2013
NJ Casino Control Commission September 1997 - March 2011
National Prescription Administrators December 1993 - February 1997
The Copeland Companies 1997 - 1997
CVS Caremark Corporation 1991 - 1993
Skills
Training, Microsoft Excel, Microsoft Office, Analysis, Data Entry, Customer Service, Microsoft Word, Outlook, QuickBooks, Budgets, Policy, Time Management, Leadership, Gaming Industry, Surveillance, Team Building, Employee Relations, Employee Training, Fraud, Investigation, Recruiting, Supervisory Skills, Leadership Development, Human Resources, Windows, Oral & Written..., Auditing, Mac OS, Presentations, Peachtree, Account Reconciliation, Management
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (MBA), Accounting, 3.82
Temple University - Fox School of Business and Management 1989 — 1993
Bachelor of Business Administration (B.B.A.), Marketing
Larry Schneider's The Copeland Companies Experience September 1990 - January 1998
Job Baird & Warner
Industry Real Estate
Experience
Baird & Warner April 2001 - Present
ImproveNet.com 1999 - 2001
Cendant 1998 - 1999
The Copeland Companies September 1990 - January 1998
Skills
Foreclosures, Real Estate, Residential Homes, Short Sales, Single Family Homes, Condos, Townhomes, Strategic Planning, REO, Investments, Referrals, Marketing, First Time Home Buyers, Buyer Representation, Move Up Buyers, Listings, Sellers, Relocation, SFR, e-PRO, New Home Sales
Education
Keller Graduate School of Management of DeVry University 1990 — 1994
MBA, Finance & Marketing
Illinois State University 1982 — 1986
BS, Economics
Baird & Warner April 2001 - Present
ImproveNet.com 1999 - 2001
Cendant 1998 - 1999
The Copeland Companies September 1990 - January 1998
Skills
Foreclosures, Real Estate, Residential Homes, Short Sales, Single Family Homes, Condos, Townhomes, Strategic Planning, REO, Investments, Referrals, Marketing, First Time Home Buyers, Buyer Representation, Move Up Buyers, Listings, Sellers, Relocation, SFR, e-PRO, New Home Sales
Education
Keller Graduate School of Management of DeVry University 1990 — 1994
MBA, Finance & Marketing
Illinois State University 1982 — 1986
BS, Economics
Janet Drechsler's The Copeland Companies Experience July 1987 - June 1990
Job Human Resources Generalist at Bensonwood Woodworking Company
Industry Human Resources
Experience
Bensonwood Woodworking Company January 2014 - Present
FitzVogt & Associates November 2006 - Present
The Copeland Companies July 1987 - June 1990
St. Peter's Medical Center 1984 - 1987
Rutgers University March 1979 - March 1984
Skills
Employee Relations, Writing & Implementing..., Human Resources, Employee Handbooks, HRIS, FMLA, Workers Compensation, Workplace Safety, Employee Benefits, New Hire Orientations, Recruiting, EEO, Salary, Conflict Resolution, HR Policies, Personnel Management, Labor Relations
Education
State University of New York College at Potsdam 1967 — 1971
B.A., Biology
Rutgers University-New Brunswick
M.S., Management & Labor Relations
Bensonwood Woodworking Company January 2014 - Present
FitzVogt & Associates November 2006 - Present
The Copeland Companies July 1987 - June 1990
St. Peter's Medical Center 1984 - 1987
Rutgers University March 1979 - March 1984
Skills
Employee Relations, Writing & Implementing..., Human Resources, Employee Handbooks, HRIS, FMLA, Workers Compensation, Workplace Safety, Employee Benefits, New Hire Orientations, Recruiting, EEO, Salary, Conflict Resolution, HR Policies, Personnel Management, Labor Relations
Education
State University of New York College at Potsdam 1967 — 1971
B.A., Biology
Rutgers University-New Brunswick
M.S., Management & Labor Relations
Ray McCarthy's The Copeland Companies Experience 1990 - 1995
Job Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2003 - Present
Nationwide Financial December 2001 - December 2003
Lincoln Financial Distributors 2000 - 2001
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Hornor Townsend & Kent 1995 - 1998
The Copeland Companies 1990 - 1995
Merrill Lynch 1989 - 1990
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, 401k, Series 24, Retirement, Fixed Annuities, Financial Services, Variable Annuities, Asset Allocation, Alternative Investments, Securities, Investment Advisory, FINRA, ETFs, Uniform Combined State..., Financial Advisory, Retirement Planning, Public Speaking, Annuities, IRAs, Relationship Management, Life Insurance, Investment Strategies, Investments, Investment Management, Strategic Financial..., Wealth, Estate Planning, Bonds, Portfolio Management, Qualified Retirement..., Pensions, Long-term Care, Insurance, Management, Finance, Fixed Income, Sales, Equities, Business Development, Risk Management, Leadership, Marketing, Strategic Planning
Education
Rider University 1990 — 1994
MBA
The College of New Jersey 1984 — 1988
BS
Nationwide Financial December 2003 - Present
Nationwide Financial December 2001 - December 2003
Lincoln Financial Distributors 2000 - 2001
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Hornor Townsend & Kent 1995 - 1998
The Copeland Companies 1990 - 1995
Merrill Lynch 1989 - 1990
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, 401k, Series 24, Retirement, Fixed Annuities, Financial Services, Variable Annuities, Asset Allocation, Alternative Investments, Securities, Investment Advisory, FINRA, ETFs, Uniform Combined State..., Financial Advisory, Retirement Planning, Public Speaking, Annuities, IRAs, Relationship Management, Life Insurance, Investment Strategies, Investments, Investment Management, Strategic Financial..., Wealth, Estate Planning, Bonds, Portfolio Management, Qualified Retirement..., Pensions, Long-term Care, Insurance, Management, Finance, Fixed Income, Sales, Equities, Business Development, Risk Management, Leadership, Marketing, Strategic Planning
Education
Rider University 1990 — 1994
MBA
The College of New Jersey 1984 — 1988
BS
Larry Petz's The Copeland Companies Experience 1994 - 2000
Job Director, Global Compensation at Dana Holding Corporation
Industry Automotive
Experience
Dana Holding Corporation April 2012 - Present
Visteon Corporation February 2006 - April 2012
Computershare August 2004 - February 2006
Allecon Stock Associates 2000 - 2004
The Copeland Companies 1994 - 2000
Skills
Executive Compensation, Incentive Programs, Compensation, Equity Compensation, Market Pricing, Deferred Compensation, 401k, Executive Pay, Equities, Employee Benefits, HRIS, PeopleSoft, Succession Planning, Benefits Administration, Compensation & Benefit, HR Policies, Workforce Planning, FMLA
Education
Michigan State University 1987 — 1991
BA, Finance
Dana Holding Corporation April 2012 - Present
Visteon Corporation February 2006 - April 2012
Computershare August 2004 - February 2006
Allecon Stock Associates 2000 - 2004
The Copeland Companies 1994 - 2000
Skills
Executive Compensation, Incentive Programs, Compensation, Equity Compensation, Market Pricing, Deferred Compensation, 401k, Executive Pay, Equities, Employee Benefits, HRIS, PeopleSoft, Succession Planning, Benefits Administration, Compensation & Benefit, HR Policies, Workforce Planning, FMLA
Education
Michigan State University 1987 — 1991
BA, Finance
Jennifer Soscia's The Copeland Companies Experience January 1995 - January 1997
Job Executive Administrator at Westinghouse Electric Company
Industry Oil & Energy
Experience
Westinghouse Electric Company August 2010 - Present
Allegheny Financial Group January 2007 - April 2010
Allegheny Financial Group January 2000 - January 2007
Allegheny Financial Group October 1997 - April 2000
THE COPELAND COMPANIES January 1995 - January 1997
Skills
Customer Service, Management, Payroll, Sales
Education
Indiana University of Pennsylvania 1991 — 1995
Bachelor's Degree, Marketing
Westinghouse Electric Company August 2010 - Present
Allegheny Financial Group January 2007 - April 2010
Allegheny Financial Group January 2000 - January 2007
Allegheny Financial Group October 1997 - April 2000
THE COPELAND COMPANIES January 1995 - January 1997
Skills
Customer Service, Management, Payroll, Sales
Education
Indiana University of Pennsylvania 1991 — 1995
Bachelor's Degree, Marketing
Kelly Clarida's The Copeland Companies Experience October 1991 - May 1997
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Prudential Financial May 1997 - August 2011
The Copeland Companies October 1991 - May 1997
Skills
Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Project Management, Advertising, Direct Mail, Relationship Management, Email Marketing, Financial Services
Education
Richard Stockton College of New Jersey 1986 — 1990
BA, Marketing
Prudential Financial May 1997 - August 2011
The Copeland Companies October 1991 - May 1997
Skills
Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Project Management, Advertising, Direct Mail, Relationship Management, Email Marketing, Financial Services
Education
Richard Stockton College of New Jersey 1986 — 1990
BA, Marketing
Haiying Yan's The Copeland Companies Experience September 1994 - July 2000
Job Computer Professional
Industry Banking
Experience
ING 2008 - 2011
Citistreet July 2000 - January 2008
The Copeland Companies September 1994 - July 2000
Skills
Java, J2EE, Struts, JSP, JavaScript
Education
Ohio University
MS, Computer Science
Wuhan University
BS, Computer Science
ING 2008 - 2011
Citistreet July 2000 - January 2008
The Copeland Companies September 1994 - July 2000
Skills
Java, J2EE, Struts, JSP, JavaScript
Education
Ohio University
MS, Computer Science
Wuhan University
BS, Computer Science
Theresa Behul's The Copeland Companies Experience January 1988 - May 1995
Job Sample Accountability Analyst at J. Knipper & Company
Industry Pharmaceuticals
Experience
MetLife July 2008 - February 2014
MetLife November 2007 - July 2008
MetLife March 1999 - November 2007
The Copeland Companies/Citistreet May 1995 - March 1999
The Copeland Companies January 1988 - May 1995
Skills
Mutual Funds, Asset Allocation, Investments, Retirement, Employee Benefits, Fixed Annuities, Pricing Analysis, Financial Analysis, Defined Contribution, Retirement Planning, Supervisory Skills, AS400 system, OMNI, Optimization, Annual Reports, Rebalancing, Sales Commissions, Crystal Reports, User Acceptance Testing, Process Improvement, Microsoft Excel, Microsoft Word, PowerPoint, Access, Morningstar Direct, Adobe Acrobat, Lotus Notes, Outlook, PDMA, cGMP practices, Salesforce support
Education
Middlesex County College
Associate's degree, Marketing
MetLife July 2008 - February 2014
MetLife November 2007 - July 2008
MetLife March 1999 - November 2007
The Copeland Companies/Citistreet May 1995 - March 1999
The Copeland Companies January 1988 - May 1995
Skills
Mutual Funds, Asset Allocation, Investments, Retirement, Employee Benefits, Fixed Annuities, Pricing Analysis, Financial Analysis, Defined Contribution, Retirement Planning, Supervisory Skills, AS400 system, OMNI, Optimization, Annual Reports, Rebalancing, Sales Commissions, Crystal Reports, User Acceptance Testing, Process Improvement, Microsoft Excel, Microsoft Word, PowerPoint, Access, Morningstar Direct, Adobe Acrobat, Lotus Notes, Outlook, PDMA, cGMP practices, Salesforce support
Education
Middlesex County College
Associate's degree, Marketing
Peter Ferrer's The Copeland Companies Experience October 1997 - August 1998
Job Experienced Financial Leader I Extensive Profitability/Financial Analysis Experience I Competitive Benchmarking
Industry Capital Markets
Experience
PHH Mortgage Corporation September 2005 - Present
PHH Mortgage April 2001 - September 2005
PHH Mortgage August 1998 - April 2001
The Copeland Companies October 1997 - August 1998
State of NY Metropolitan Transportation Authority May 1991 - October 1997
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Capital Markets, Financial Analysis, Finance
Education
Adelphi University 1994 — 1996
Master of Business Administration (M.B.A.), Finance
Penn State University 1987 — 1991
Bachelor of Applied Science (BASc), Accounting
PHH Mortgage Corporation September 2005 - Present
PHH Mortgage April 2001 - September 2005
PHH Mortgage August 1998 - April 2001
The Copeland Companies October 1997 - August 1998
State of NY Metropolitan Transportation Authority May 1991 - October 1997
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Capital Markets, Financial Analysis, Finance
Education
Adelphi University 1994 — 1996
Master of Business Administration (M.B.A.), Finance
Penn State University 1987 — 1991
Bachelor of Applied Science (BASc), Accounting