The Equitable
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The Equitable Employees
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2007 - 2012
abd Insurance and Financial Services 2000 - 2007
Humana 1999 - 2000
CIGNA 1995 - 1998
CIGNA 1992 - 1995
CIGNA 1990 - 1992
Equicor 1989 - 1990
The Equitable 1985 - 1988
The Equitable 1982 - 1985
Skills
Employee Benefits, Health Insurance, Insurance, Executive Management, Health Savings Accounts, National Accounts, Disability Insurance, Brokers, Life Insurance, Sales, Account Management, Benefits Administration, Leadership, Strategic Planning, Underwriting
Education
Gettysburg College
Bachelor of Arts (B.A.), Business Administration and Management, General
Total Office Solutions CO November 2013 - Present
Faison Office Products April 2011 - May 2013
Perry Office Plus September 2009 - October 2010
S.P. Richards April 2008 - October 2008
O Henry, Inc. February 2005 - April 2008
Corporate Express February 2001 - October 2004
JH Whitley Co 1992 - 2000
The Equitable 1982 - 1992
Skills
Business Development, Team Building, Customer Service, B2B, Sales, Selling Skills, Wholesale, Cold Calling, Account Management, Sales Process, Solution Selling, Sales Management, Sales Operations, New Business Development, Key Account Management, Direct Sales, Selling, Salesforce.com, Sales Presentations, Contract Negotiation, Training, Leadership, CRM, Strategy, Recruiting, Retail, Pricing, Customer Retention, Forecasting, Trade Shows, Negotiation, Product Marketing, Customer Satisfaction, Key Account Development, P&L Management, Competitive Analysis, Marketing Strategy, Purchasing, Major Accounts, National Accounts, Lead Generation
Education
Lynchburg College
BA, Business Administration Management
Burckhardt Compression US Inc November 2014 - Present
Gardner Denver March 2009 - November 2014
Goodman Global September 2007 - February 2009
Universal Compression November 2000 - September 2007
Robert Half Management Resources August 1997 - November 2000
The Equitable February 1996 - August 1997
Tenneco Energy October 1986 - February 1996
Skills
SAP, Forecasting, Six Sigma, Manufacturing, Process Improvement, ERP, Value Stream Mapping, JD Edwards, Continuous Improvement, Sarbanes-Oxley Act, Gas, Lean Manufacturing, Budgets, Pricing, Financial Reporting
Education
Baylor University
BBA, Accounting
Rockwall High School
Unemployed Pastor/Programmer AnalystIglesia Fe Apostolica, Inc2002 - 2013
New York Life Insurance Company February 1999 - May 2000
The Equitable March 1991 - November 1997
Skills
Oracle, MySql, DB2, Microsoft ACCESS, PL/SQL DEVELOPER, XAMPP, Oracle SQL Developer, MSSQL Server, Java, Python, PHP, HTML, JavaScript, C++
Education
Nyack College
M.P.S, Urban Theology
Nyack College
Bachelor of Science (BS), Computer Science
Bloomsburg Carpet Industries, Inc. January 1989 - Present
The Equitable January 1987 - January 1989
Cargill Inc. January 1985 - May 1987
Skills
Sales Management, Sales, Strategic Planning, New Business Development, Textiles, Marketing, Merchandising, Product Development, Retail, Marketing Strategy, Account Management
Education
SUNY Oneonta 1980 — 1984
Somerset Communities March 2005 - Present
Somerset Communities Inc March 2005 - Present
Dixie Home Crafters/ Gutter Guard February 2003 - March 2005
Planet Systems USA December 2001 - January 2003
HeadHunter.NET July 1999 - July 2001
City of College Park July 1997 - July 1999
The Equitable January 1995 - July 1997
Atlanta Journal & Constitution June 1991 - December 1994
Education
Georgia State University
BBA, Finance; International Business
UBS Global Asset Management September 2006 - Present
UBS Global Asset Management 2002 - 2006
UBS Brinson 2000 - 2002
SBC Brinson/UBS Brinson 1995 - 2000
Brinson Partners, Inc. 1990 - 1995
Merck & Co., Inc. 1989 - 1990
Merck & Co., Inc. 1985 - 1989
The Equitable 1983 - 1985
Segal Advisors, Inc. 1978 - 1983
Education
Fordham Gabelli School of Business 1979 — 1983
MBA, Finance
Vassar College 1974 — 1978
BA, English
Target Oilfield Services L.L.C June 2014 - Present
Arlington Timber Company, L.L.C. January 2000 - Present
J&J Technical Services, LLC January 2008 - March 2012
New England Financial / Met Life January 2000 - January 2008
The Equitable March 1986 - December 1991
Skills
Oil, New Business Development, Energy, Business Development, Contract Negotiation, Business Planning, Negotiation, Sales, Strategic Planning, Upstream, Investments, Gas, Operations Management, Training, Customer Service, Petroleum, Oil & Gas, Team Building, Onshore
Education
Ole Miss (University of Mississippi) 1978 — 1982
BA
First Baptist Chruch School 1970 — 1978
High School Diploma
Great Lakes School of Integrative Medicine August 2014 - Present
Encore Meetings and Events, LLC August 2009 - Present
Thirty-One Gifts March 2013 - October 2013
Cardinal Health 2008 - April 2009
Wendy's International September 1989 - November 2006
The Equitable April 1988 - August 1989
Skills
Marketing, Advertising, Sales, Trade Shows, Leadership, Team Building, Product Development, Product Marketing, Training, Time Management, Hotels, Corporate Events, Contract Negotiation, Strategy, Management, Hospitality, Social Media, Public Relations, Team Leadership, Entrepreneurship, Small Business, Food & Beverage, Negotiation, Online Advertising, Online Marketing, Sponsorship, Market Research, Coaching, Customer Satisfaction, Social Media Marketing, Wedding Planning, Social Networking, Marketing Management, B2B, Project Planning, Sales Management, Fundraising, Market Planning, Retail, Account Management, Public Speaking, Email Marketing, New Business Development
Education
Convention Industry Council 2007 — 2007
CMP, Certified Meeting Professional
Endicott College 1981 — 1983
Associate of Science (AS), Tourism and Travel Services Management
Montville High school 1979 — 1981
Lake Ridge Academy 1976 — 1978
Zellers Elementary 1968 — 1974
Johnson & Johnson October 2013 - Present
Johnson & Johnson September 2008 - October 2013
Sherwood Learning Solutions, L.L.C. May 2012 - September 2013
Versitas July 2011 - September 2013
The Equitable April 1999 - December 1999
Self Employed February 1994 - April 1996
BT Variable, a subsidiary of Bankers Trust (fka Golden Financial Group) March 1988 - February 1994
Skills
SharePoint, Training, Quality Assurance, Microsoft Excel, Databases, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Microsoft Publisher, MS Project, Symphony
Education
Fordham University
KB Financial Partners, LLC January 2013 - Present
Insurance Consulting Services January 2009 - Present
AXA Equitable July 1996 - December 2008
The Equitable January 1989 - July 1996
The Equitable January 1979 - December 1989
Education
The American College 1996 — 1998
MS, Management
St. John's University, The Peter J. Tobin College of Business 1969 — 1974
BBA, The College of Insurance
Tottenville High
New York Life Insurance Company August 2010 - April 2015
TD Bank March 2006 - October 2008
AC Maguire October 2003 - March 2006
Wachovia Bank, N.A. August 1993 - October 2003
The Equitable August 1981 - August 1993
Equitable Life 1981 - 1987
Skills
Mangement, Direct Sales, Client Services, 401k, Retirement, Mutual Funds, Investments, Banking, Asset Allocation, Wealth Management, Retirement Planning, Employee Benefits, Client Service, New Business Development, Consultative Selling, Pensions, ERISA, Middle Market, Defined Benefit, IRA's, Institutional, ETFs, Asset Management, Small Business, Portfolio Management, Annuities, Retirement Services, Alternative Investments, Benefits, Fixed Income, Wealth, Asset, Benefits Administration, Group Benefits, Deferred Compensation, Executive Compensation, Retirement Income..., Business Planning, Investment Strategies, Funding, Investment Advisory, Financial Services, Finance, Investment Management, Securities, CRM, Series 6, Series 63, Financial Advisory, Relationship Management
Education
Assumption College 1970 — 1974
BA
Delbarton School 1966 — 1970
H.S. Diploma
PRO-VISION Video Systems August 2015 - Present
On The Go Media Network 2008 - August 2015
Screenvision 2003 - 2008
Cinema Screen Media 2001 - 2003
Cinema Screen Media 1998 - 2001
Cinema Screen Media 1996 - 1998
Cinema Screen Media 1994 - 1996
The Equitable 1992 - 1993
Skills
Advertising, Advertising Sales, Retail, Production, Budgeting, Digital Marketing, Budgets, Lead Generation, Digital Media, Integrated Marketing, Strategic Partnerships, Marketing Strategy, Marketing Management, Account Management, Marketing, Sales Management, Sales, New Business Development, Business Development, Online Advertising, Marketing Communications, Competitive Analysis, Strategic Planning, Email Marketing, Business Strategy, Start-ups, B2B, Mobile Marketing, Direct Marketing, Digital Strategy, Brand Development, Product Marketing, Management, Recruiting, Entrepreneurship, Strategy, Media Planning, New Media, B2B Marketing, Interactive Marketing, Media Buying, Online Marketing, Relationship Marketing, Social Media Marketing, Leadership
Education
Eastern Michigan University 1986 — 1991
BBA, Marketing / Advertising
BioReference Laboratories July 2007 - Present
Hospira September 2001 - June 2007
Abbott 2001 - 2007
Organon November 1996 - September 2001
Phoenix Communications September 1994 - November 1996
The Equitable October 1990 - August 1994
Education
University of Maryland College Park 1987 — 1990
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
University of Maryland College Park 1987 — 1990
Bachelor of Arts (B.A.), Urban planning and real estate
Koeppel Associates January 2013 - Present
BD September 1993 - December 2012
PSEG June 1990 - September 1993
Coopers & Lybrand (now PwC) October 1987 - April 1990
The Equitable February 1982 - July 1987
Skills
Executive Coaching, Leadership Development, Change Management, Strategy, HR Consulting, Human Resources, Strategic Leadership, Training, Leadership, Strategic HR, Culture Change, Hands-on Training, 360 Feedback, Start-ups, Deferred Compensation, Recruiting, Executive Development, Management Consulting, Organizational Design, Coaching, Management Development, Executive Staffing, Workforce Planning, Career Management, Onboarding, Business Strategy, HR Transformation, Career Development, MBTI, Personnel Management, Organizational..., Organizational..., Employer Branding, Human Capital, HR Policies, Performance Improvement, Restructuring, Workshop Facilitation
Education
New York University
Master's degree, Human Relations & Social Policy
Queen's College
Bachelor's degree, Psychology
Jensen & Company May 2011 - Present
The Scooter Store February 2011 - May 2011
Jensen & Company March 2010 - March 2011
Brinker International - On the Border September 2005 - July 2010
Dillards October 1992 - February 2008
The Equitable 1991 - 1992
Jett Business Systems, Inc 1984 - 1991
Skills
Talent Acquisition, Facebook, Cross-functional Team..., Management, Product Development, Product Marketing, Sales, Negotiation, Merchandising, Retail, Leadership, Team Building, Marketing, Advertising, Training, Public Relations, Budgets, Recruiting, Team Leadership, Inventory Management, Process Improvement, Customer Satisfaction, B2B, Customer Service, Social Media Marketing, Account Management, Real Estate, Sales Operations, Social Networking, Store Management, Purchasing, Sales Management, Coaching, Marketing Strategy, Event Planning, Selling, Fashion, Strategic Planning, Sourcing, Visual Merchandising, Contract Negotiation, Online Marketing, Social Media, Forecasting, Business Development, Microsoft Office, Human Resources, Outlook, Salesforce.com, Operations Management
Education
Southern Methodist University 1976 — 1978
BFA, Broadcast-Journalism
Mount Vernon College 1974 — 1976
AA, Mass Communications
ECMC Group July 2015 - Present
McKennell & Associates June 2013 - July 2015
Stream Global Services May 2012 - May 2013
SUPERVALU February 2009 - May 2012
Deloitte & Touche 2004 - August 2008
Jefferson Wells 2002 - 2004
KPMG 2001 - 2002
GE Capital Consulting 1996 - 2000
West Publishing 1988 - 1996
The Equitable 1986 - 1988
Skills
IT Audit, CISA, Enterprise Risk..., Business Continuity, Sarbanes-Oxley Act, SAS70, Governance, Process Improvement, Information Technology, Risk Assessment, Risk Management, COSO, Security, ITIL, Internal Audit, Data Security, Sarbanes-Oxley, Financial Risk, Information Security, Disaster Recovery, Compliance, Information Security..., Policy, COBIT, SOX, PCI DSS, HIPAA, Internal Controls, GLBA, Privacy Law, Leadership, Privacy, CISSP, Business Analysis, IT Operations, Management, IT Governance, Risk Mitigation, IT Risk, DLP, IT Strategy, Business Process, CISO
Education
University of Minnesota-Twin Cities 1984 — 1986
BA, Business, Economics, Finance
Business Transition Advisors, Inc. March 2014 - Present
Nationwide Financial October 1996 - December 2013
AIM Systems, Inc. February 1996 - September 1996
Prudential Financial April 1992 - February 1996
Home Life December 1989 - April 1992
The MONY Group September 1987 - December 1989
The Dickstein Agency December 1986 - September 1987
The Equitable February 1985 - November 1986
Pennsylvania Life - Raff Agency June 1984 - February 1985
Skills
ESOP, Succession Planning, Business Valuation, Selling Businesses, Business Planning, Executive Benefit..., Estate Planning, Retirement Planning, Series 7, Series 6, Sales, Series 63, Financial Services, Buy Sell Agreements, Creative Uses of Life..., Fixed & Variable..., Fixed & Variable Life..., Qualified Retirement..., Irrevocable Trusts, Charitable Planning, ChFC, Sales Management, Mutual Funds, CLU, Insurance, 401k
Education
The American College 2009 — 2011
Master of Science, Leadership
LIU Post 1982 — 1984
Bachelor of Science, Business Administration and Management
Brookdale Community College 1980 — 1982
Associate of Science (AS), Business Administration and Management, General
Freehold Township High School 1976 — 1980
Quadrant 4 System Corporation May 2014 - Present
The Enthusiast Network (TEN) August 2006 - April 2014
Yahoo! August 2005 - July 2006
Infospace January 2002 - August 2005
GiantBear Inc December 2000 - January 2002
Internova May 1996 - December 2000
Pencom Software May 1995 - May 1996
Advanced Solution January 1994 - March 1995
The Equitable July 1993 - January 1994
Price Waterhouse April 1990 - June 1993
Skills
Start-ups, Leadership, Online Advertising, Mobile Applications, Agile Methodologies, Lead Generation, IT Strategy, Product Management, E-commerce, Management, Product Development, Big Data, Digital Media, SaaS, Mobile Devices, Cloud Computing, Software Development, Scalability, Marketing, Strategic Planning, SEO, Software Engineering, Scrum, Advertising, Web Services, Web Development, Mobile Technology, Financial Modeling, Financial Analysis, Engineering, Fundraising, Technical Leadership, REST, Technology, Mobile Phone Apps, Mobile Payments, Innovation, Innovation Management, PaaS, Infrastructure, Programming Languages, Corporate Development, Internet of Things, Sensors, Beacons and iBeacons, Mentoring, Team Mentoring, Offshore Management, Agile Project Management, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Rensselaer Polytechnic Institute 1991 — 1993
MS, Computer Science
SUNY Buffalo 1987 — 1990
B.S/B.A, Computer Science/Mathematics, Honors
Temasek Junior College, Singapore
St Patrick's School (Singapore)
Christus St. Frances Cabrini Hospital February 2014 - Present
LSU of Alexandria January 2014 - Present
Budget Blinds of Central Louisiana January 2014 - Present
Budget Blinds of Central Louisiana August 2013 - December 2013
Budget Blinds of Central Louisiana September 1999 - August 2013
Louisiana Army National Guard April 1996 - February 2004
Red River Asset Management January 1994 - August 1999
US Navy Reserve July 1989 - April 1996
The Equitable February 1990 - December 1993
Bank of Lecompte February 1989 - February 1990
Skills
Customer Service, Social Media Marketing, Retail, Merchandising, Sales Management, Marketing Strategy, New Business Development, Social Media, Sales, Team Building, Strategic Planning, Marketing, Microsoft Excel, Coaching, Public Speaking, Microsoft Word, Entrepreneurship, Operations Management, Training, Teaching Adults, Nuclear Power Plants, Nuclear Engineering, Nuclear Physics, Successful Business..., Investment Advisory, Investment Strategies, Microsoft Office, Leadership, Management, Negotiation, Fixed Annuities, Leadership Development, Team Leadership, Franchise Consulting, Customer Satisfaction, Window, Small Business, Budgets, Window Treatments, P&L Management, Blinds, Franchising, Shutters, Upholstery, Carpet, Draperies, Shades
Education
Tulane University - A.B. Freeman School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management
University of the State of New York 1988 — 1990
Bachelor of Science (B.S.), General Business
Dallas Tax Advisors Group LLC August 2015 - Present
G M Bulloch CPA, PLLC June 2014 - August 2015
MariGabi Group LLC September 1998 - August 2015
The Equitable 1987 - 1998
Skills
Business Strategy, Accounting, Financial Analysis, Strategic Planning, Financial Reporting, New Business Development, Strategic Financial..., Budgets, Account Management, Tax, Marketing Strategy, Sales Management, Business Planning, Management Consulting, Management, Project Planning, Microsoft Excel, Investments, Small Business, Insurance, Leadership, Payroll, Start-ups, Finance, Risk Management, Mergers & Acquisitions, Forecasting, Strategy, Financial Planning
Education
University of Tennessee-Knoxville 1974 — 1981
BSBA, Finance/Accounting
University of Michigan 1980 — 1980
FINANSIM, Finance and Financial Management Services
Harvard Business School 1979 — 1979
Stanton Bank Management Simulator, Banking and Financial Support Services
Colegio San Ignacio 1967 — 1973
High School, General
Reich & Tang January 2011 - Present
Double Rock Corporation November 2009 - January 2011
LifeCare Gateway May 2009 - November 2009
PRUDENTIAL FINANCIAL 2001 - 2009
JP Morgan Chase 1996 - 2001
VAN ECK GLOBAL 1993 - 1996
The Equitable 1986 - 1993
Skills
Mutual Funds, Series 7, New Business Development, Sales Management, Account Management, Series 63, Executive Management, Financial Services, Financial Advisory, Relationship Management, Retirement Planning, Leadership, Wealth Management, CRM, Business Development, Management, Securities
Education
Università per Stranieri di Perugia 1985 — 1985
Italian Language
Saint John's University 1981 — 1985
BS, Marketing
St. Francis Preparatory School 1977 — 1981
Insights Manager January 2012 - Present
Leadership for Market Research & Insights Professionals 2011 - Present
Independent September 2010 - December 2011
TNS North America (formerly NFO) November 2003 - September 2010
NFO (now TNS) September 1998 - November 2003
Banyan Networks September 1996 - August 1998
Digital Equipment Corporation (now HP) May 1990 - September 1996
The Equitable 1984 - 1986
Benton & Bowles (since acquired by Darcy Masius) 1981 - 1984
FIND/SVP 1978 - 1981
Skills
Questionnaire Design, Research Design, Report Writing, Analysis, Product Development, Interviews, Advertising, Publishing, Financial Services, Focus Groups, Quantitative Research, Advertising Research, Customer Insight, Online Research, Qualitative Research, Marketing Research, Market Research, Primary Research, Competitive Analysis, Research, Data Analysis
Education
University at Buffalo
BA, English
New York Life Insurance Company 1998 - Present
Nasdaq Stock Market 1995 - 1998
JP Morgan 1987 - 1995
The Equitable 1985 - 1987
Skills
Business Analysis, Data Warehousing, Web Development, SDLC, Vendor Management, Insurance, IT Strategy, Requirements Analysis, Business Objects, Data Modeling, Business Intelligence, Program Management, Enterprise Architecture, Business Requirements, ETL, SOA, Unix, Strategy
Education
Pace University 1981 — 1985
bba, CPA and Information Systems Management
Pace University - Lubin School of Business 1981 — 1985
BBA, CPA and AIS
Cool Telecom, LLP January 2006 - Present
WebGuy Communications January 2006 - Present
WebGuy Internet Solutions September 1993 - December 2005
The Equitable August 1990 - December 1992
M&E Systems 1990 - 1992
Sight 'n Sound Appliance Centers Credit Central 1987 - 1989
Skills
SaaS, Cloud Computing, E-commerce, Web Development, Product Management, Mobile Devices, Start-ups, Team Leadership, Business Development, Brand Development, New Business Development, Sales Management, Product Marketing, Email Marketing, Social Media Marketing, Advertising, Management, Entrepreneurship, Strategic Partnerships, Sales
Education
Oklahoma State University 1987 — 1988
Computer Programming
University of Central Oklahoma 1980 — 1985
Television Production, Art, Music
Blackwell High School 1977 — 1980
Mission Solutions Engineering, LLC December 2006 - Present
Booz Allen Hamilton October 2005 - November 2006
Verizon Federal Network Systems 2003 - October 2005
Genuity/GTE Internetworking/BBN 1995 - 2004
Compuware July 1993 - August 1995
Spear, Leeds & Kellogg April 1992 - June 1993
The Equitable April 1983 - March 1992
Education
Brooklyn College 1983 — 1989
B.S., Computer Science
Churchills Choice Apartments April 2011 - January 2013
IntraLinks January 2005 - December 2008
IntraLinks 2000 - December 2004
IntraLinks October 1997 - 2000
Young & Rubicam 1996 - September 1997
The Equitable October 1987 - 1995
Skills
CRM, Process Improvement, Training, Start-ups, Management, Leadership, Product Management, Business Process, Project Management, Business Process..., Call Centers
Education
Requirements Planning, Elicitation & Management 2010 — 2010
Business Analyst Training Program & Workshop 2009 — 2009
Pace University
MS, Information Systems
University of the West Indies, St. Augustine Campus
BSc., Economics
SJC
VARIS Analytics 2013 - Present
Pfizer 2009 - 2013
Pfizer 2006 - 2009
The Satori Group 2005 - 2006
Towers Watson 1998 - 2005
Longview Solutions 1996 - 1998
Towers Perrin 1996 - 1996
The Equitable 1994 - 1996
Skills
Business Intelligence, Data Warehousing, ERP, Business Process, Requirements Analysis, Program Management, Analytics, Forecasting, SAP, Project Management, Analysis, Data Analysis, Requirements Gathering, Management, Hyperion Enterprise, Project Planning, Financial Reporting, Budgets, Performance Management, Finance, Team Management, Business Analysis, OLAP, Process Improvement, Cross-functional Team..., IT Strategy, SDLC, CRM, Business Process..., Demand Planning, Sales..., Big Data, Predictive Modeling, Management Consulting, Pharmaceutical Industry, HR Analytics, EPM, Advanced Analytics, Workforce Planning, Human Resources, Integration, Outsourcing, Strategy, Business Objects, Data Modeling, Business Analytics, Data Integration, Consulting, Leadership, Vendor Management, Change Management
Education
Temple University 1992 — 1996
BA, Economics
Temple University - Fox School of Business and Management 1992 — 1996
Bachelor's degree, Economics
ForgeRock May 2015 - Present
IBM November 2012 - June 2014
AVAcorp January 2009 - November 2012
Sun Microsystems December 2004 - December 2008
PepsiCo December 2000 - 2004
IBM Global Services 1998 - 2000
AIG 1995 - 1998
CS First Boston 1993 - 1995
Shearson Lehman 1990 - 1993
The Equitable 1988 - 1990
Skills
Business Development, Account Management, CRM, New Business Development, Enterprise Software, Integration, Leadership, Professional Services, Strategy, Strategic Partnerships, SharePoint, Management, Solution Selling, Social Media Marketing, Program Management, Sales, Business Analysis, Customer Retention, Cloud Computing, Consulting, Pre-sales, Sales Management, SaaS, Project Management, Business Intelligence, Change Management, Budgets, Vendor Management, Information Technology, Public Speaking, Data Center, Selling, Recruiting, Strategic Planning, IT Strategy, Executive Management, Project Delivery, Management Consulting, SDLC, Outsourcing, Product Management, Enterprise Architecture, Start-ups, Solution Architecture, Business Process..., Team Management, ERP, Analytics, Software Project..., Business Process
Education
SUNY Levin Institute FastTrac(R) New Venture Program 2012 — 2012
FastTrac(R) New Venture Program, Entrepreneurship
Columbia University
Computer Science
College of Mount Saint Vincent
B.A., Economics
Verizon Wireless July 2015 - Present
Verizon Wireless 1995 - July 2015
Bear Stearns January 1989 - July 1992
The Equitable 1985 - 1988
Skills
Wireless, VoIP, Telecommunications, MPLS, Network Design, Switches, Wireless Networking, WAN, IP, Cisco Technologies, T1, Network Engineering, Computer Network..., Frame Relay, Cellular Communications
Education
Columbia University in the City of New York 1979 — 1980
Strayer University
New York eHealth Collaborative June 2014 - Present
New York eHealth Collaborative February 2013 - June 2014
New York eHealth Collaborative October 2010 - March 2013
Univeral EMR Solutions, LLC 2009 - December 2010
New York Life Insurance Company 2007 - March 2010
US Census Bureau 2009 - 2009
Yeshivah of Flatbush 2001 - 2007
New Jersey Y Camps - Camp Nesher 1996 - 2007
The Equitable 1984 - 1989
Skills
Project Management, Program Management, Healthcare Information..., PCMH Content Expert..., EHR, SDLC, Software Documentation, Healthcare, Training, Data Analysis, Public Speaking, Business Analysis, Curriculum Design, Leadership, Hands-on Training, PowerPoint, Microsoft Excel, Webinar Management, Databases, Microsoft Office, Nonprofits, Management, Team Building, EMR, Problem Solving, Technical Writing, Change Management, HIPAA, Healthcare Management, SharePoint, Health Information..., Consulting, Analysis, Information Technology
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
Barnard College 1975 — 1979
Bachelor of Arts, Psychology
Fidelity Investments 2015 - Present
Fidelity Investments November 1999 - December 2014
Fidelity Investments October 2002 - November 2004
Back Bay Investor Center November 1999 - September 2002
Fleet Investment Management February 1994 - November 1999
The Equitable May 1989 - January 1994
Data General Corporation May 1988 - May 1989
Based Marketing June 1977 - April 1988
The Travelers 1977 - 1988
Skills
Retirement Planning, Retirement Income..., Public Speaking, Investment Strategies, Retirement, Investments, Wealth Management, Strategic Financial..., Asset Allocation, 401k, Fixed Annuities, Mutual Funds, Employee Benefits
Education
University of Connecticut
MBA, Marketing
Assumption College 1973 — 1977
AB, Mathematics & Psychology
Northeastern University 1997 — 1999
CFP, Certified Financial Planning
The American College 1992 — 1994
Chartered Life Underwriter (CLU)
Wolf Trap Foundation for the Performing Arts August 2014 - Present
McLean Project for the Arts January 2003 - August 2014
Artful Solutions LLC 2000 - 2003
Orxy Energy 1993 - 1995
Nancy Powers Perry Consulting 1991 - 1993
US Rep. Michael A. Andrews 1986 - 1991
Household International 1985 - 1986
The Equitable 1984 - 1985
Aetna Life and Casualty 1983 - 1984
US Rep. James K. Coyne 1981 - 1982
Skills
Blogging, Leadership, Nonprofits, Fundraising, Non-profits, Event Planning, Fine Art, Editing, Contemporary Art, Public Speaking, Photography, Community Outreach, Project Management, Program Development, Museums, Art History, Grant Writing, Volunteer Management, Business Strategy, Painting, Art, Graphic Design, Curating, Art Education, Arts Administration, Legislative Relations, Social Media, Strategic Planning, Public Relations, Research, Event Management, Federal Government...
Education
The Catholic University of America, Columbus School of Law 1982 — 1986
JD
Duke University 1977 — 1981
BA Public Policy and Fine Art
Association for the Visually Impaired September 2015 - Present
Healing the Children-NJ September 2014 - 2015
Rockland County YMCA February 2006 - September 2014
Lions Club 2006 - 2012
Lakeside Family & Children's Services September 1995 - January 2006
Jawonio, Inc. 1991 - 1994
The Equitable 1990 - 1991
Nyack Hospital 1987 - 1990
The Journal News 1983 - 1988
The Courier News 1982 - 1983
Skills
Public Speaking, Non-profits, Nonprofits, Program Development, Social Media Marketing, Marketing Strategy, Social Media, Event Planning, Marketing, Fundraising, Press Releases, Public Relations, Volunteer Management, Newsletters, Media Relations, Community Outreach, Community Development, Event Management, Philanthropy, Grant Writing, Research, Grants, Leadership, Blogging, Strategic Communications, Social Networking, Editing, Facebook, Marketing Communications, Board Development, Internal Communications, Crisis Communications, Web Content, Leadership Development, Journalism, Publications, Storytelling, Editorial, Email Marketing, Strategic Planning, New Media, Publicity, Speech Writing, PowerPoint, Crisis Management, Advertising, Online Advertising, Online Journalism, Budgets, Microsoft Office
Education
Rutgers University-New Brunswick 1981 — 1983
BA, Journalism and Urban Communications
Emerson College 1979 — 1981
Journalism
Ramapo High School 1976 — 1979
Regents
John D. Richards, Inc. February 1984 - Present
The Hartford January 2008 - April 2015
Prudential Financial June 1994 - January 2008
Provident life & Casulty January 1985 - June 1994
Cigna June 1982 - January 1985
The Equitable June 1975 - June 1982
Health Watch May 1974 - June 1975
Skills
Disability Insurance, Group Benefits, Employee Benefits
Education
SUNY@Brockport, NY 1970 — 1974
BS, Health Science
MassMutual Financial Group May 2012 - Present
MetLife May 2006 - May 2012
Mass Mutual Investor Services August 2002 - May 2006
Mass Mutual Investors Services Inc September 2001 - August 2002
Mass Mutual, Hartford December 2000 - August 2002
GVUL November 1998 - December 2000
Merrill Lynch Insurance Group December 1995 - November 1998
Phoenix Home Life August 1994 - December 1995
The Equitable June 1993 - August 1994
Skills
Budgeting, Strategy Development, Competitive Intelligence, Customer Relations, Annuities, Financial Planning, Insurance, Strategic Planning, Business Strategy, Analysis, Problem Solving, Customer Service, Planning, Marketing Communications, Wealth Management, Marketing Strategy, Sales Management, New Business Development, Business Analysis, Process Improvement, Operations Management, Team Leadership, Business Intelligence, Account Management, Market Research, Business Planning, Financial Analysis, Business Management, Excel, Competitive Analysis, Direct Marketing, Budget Management, PowerPoint, Executive Management, Forecasting, Analytics, Product Marketing, Product Management, Marketing Management, Market Analysis, Market Planning, Sales Support, Financial Management, Budgets, Strategy, Management, Strategic Financial..., Managerial Finance, Marketing, Salesforce.com
Education
University of Phoenix 2003 — 2005
Masters Degree, Organizational Management
Western New England College 1989 — 1993
Bachelor of Arts, Government
Principal Financial Group September 1982 - Present
The Equitable June 1980 - July 1982
Skills
401(k)/403(b)/457, Defined Benefit, Retirement, Investments, Pensions, Asset Allocation, Retirement Planning, Financial Services
Education
University of Alabama 1976 — 1980
Bachelor of Science, Finance
Royal Caribbean International March 2010 - Present
Hoodiny Entertainment Group September 2007 - December 2009
WBTV Distribution, LLC ('Warner Channel') a TimeWarner company) April 2004 - June 2007
StarMedia Networks, Inc. (aka CycleLogic, Inc.) March 2000 - March 2004
PriceWaterhouse Coopers July 1999 - January 2000
Visiting Nurse Service of NY February 1996 - June 1999
Nabisco International November 1994 - October 1995
The Equitable February 1990 - August 1994
Skills
Organizational..., Employee Benefits, Payroll, Conflict Resolution, Onboarding, Human Resources, HRIS, Talent Acquisition, Talent Management, Recruiting, Technical Recruiting
Education
New York University 1998 — 2002
BS, Organizational Behavior and Communication
Rochester Institute of Technology 1987 — 1989
Computer Science
Mountain Tile and Stone August 2010 - Present
Carpenter Co. 1985 - 2009
The Equitable February 1984 - February 1985
Skills
Customer Service, Retail, Microsoft Office, Microsoft Word, Microsoft Excel, Sales Operations, Sales Management, Sales, Team Building, Inventory Management, Negotiation, New Business Development, Marketing Strategy, Strategic Planning, Contract Negotiation, Operations Management, Product Development
Education
Tennessee Technological University - College of Business Administration 1979 — 1983
BS, Finance, Economics, Accounting
Ameriprise Financial Services, Inc. September 1996 - Present
The Equitable 1996 - 1996
The Coca-Cola Company 1993 - 1996
The Coca-Cola Company 1990 - 1993
Intercraft Company 1988 - 1989
General Electric Robotics and Visions Systems 1986 - 1987
Education
University of Central Florida 1985 — 1987
MBA, Business
Florida Atlantic University 1982 — 1984
BBA, Marketing
Livingston High School September 2013 - Present
JPMorgan Chase February 2007 - August 2013
Morgan Stanley 1995 - 2006
The Equitable 1989 - 1993
Chase Manhattan Bank N.A. 1977 - 1983
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA), Marketing
Eisenhower College 1973 — 1977
B.A., Int'l Relations / Economics
Warkwick High School 1969 — 1973
American Certified Title January 1991 - Present
American Realty Title Assurance Coompany November 1983 - January 1991
The Equitable June 1981 - November 1983
The National Life and Accident Insurance Co. May 1980 - June 1981
Skills
Title Insurance, Life Insurance, Sales, Management, Real Estate, Sellers, Investment Properties, Closings, Short Sales, First Time Home Buyers, Foreclosures, Residential Homes, Buyer Representation, Single Family Homes, REO, Property Management, Condos, Relocation, Investors, Listings, New Home Sales, Real Estate Transactions, Real Property, SFR, Leases
Education
The University of Akron 1967 — 1971
B.A. Secondary Education, Social Studies Comprehensive (History, Geography, Government, Sociology, Psychology)
JP Morgan Chase August 2010 - October 2010
The Bank of New York September 2008 - October 2009
The Bank of New York August 1997 - October 2009
The Bank of New York December 1990 - July 1997
The Equitable February 1988 - December 1990
Skills
CICS, JCL, COBOL, IMS DB/DC, VSAM, DB2, SQL, Quality Center, Databases, Data Migration, Endeavor, Business Requirements, Requirements Gathering, MVS, TSO, SDLC, Testing, Oracle, Unix, Software Development, PL/SQL, Weblogic, JSP, Mainframe, Test Planning, Software Project..., IBM Mainframe, Java, Fileaid
Education
College of Staten Island 1984 — 1988
Bachelor's Degree, Computer Science
City University of New York-College of Staten Island
Bachelor of Science (B.S.), Computer Science
Money Consulants Inc. IT PRoject ManagerMetropolitan Life Insurance CompanyMarch 1998 - April 2002
CS FIRST Boston 1994 - 1996
New York State Urban Development Corp 1991 - 1994
The Equitable 1988 - 1991
Education
Hofstra University 1985 — 1986
MBA, Finance
Hillsdale College 1981 — 1985
BA, Business Administration
AXA Tech 2011 - Present
AT&T 2007 - 2010
DIGI-TELL 2002 - 2007
AXA Financial 1994 - 2002
THE EQUITABLE 1987 - 1994
Maersk Data USA 1985 - 1987
Moller Steamship Company 1981 - 1985
Skills
Telecommunications, WAN, Data Center, Network Design, IP, Routers, Infrastructure, Disaster Recovery, Project Management, Cisco Technologies, Security
Education
Iona College 1992 — 1994
Bachelor of Science, General Business Administration, 4.0
Iona College 1990 — 1992
Associate, Applied Science, Data Processing Systems, 4.0
My Digital Community March 2012 - Present
Commonwealth Builders, Inc. January 1997 - December 2005
The Equitable 1979 - 1996
Skills
Leadership Development, Strategic Planning, Online Marketing, Strategy, Marketing Strategy, Wordpress, Social Media, Small Business, Marketing, Entrepreneurship, Sales Management, Public Speaking, Operations Management, Small Business Online..., Non-Profit Marketing, Nonprofits, Cloud Computing, Start-ups
Education
Lynchburg College 1972 — 1974
Business
Old Dominion University 1970 — 1972
Business
NovaSom, Inc. October 2013 - Present
Oceana Therapeutics, Inc July 2011 - September 2012
Sunrise Senior Living March 2009 - July 2011
CF Dental January 2009 - November 2010
Bristol-Myers Squibb, Princeton, New Jersey June 2002 - November 2008
Roberts Pharmaceuticals December 1998 - October 2001
The Equitable December 1997 - December 1998
Bayshore Vinyl Compounds July 1996 - December 1997
Skills
Microsoft Office, Hospitals, Pharmaceutical Sales, Territory, Customer Service, Buy & Bill, Medical Devices, New Hire Training, Apple, Interventional..., Hypertension, Colorectal Surgery, Gastroenterology, Nephrology, Neurology, Pediatrics, Psychiatry, Geriatrics, Start-ups, Clinical Specialists, Cardiology, Sales Operations, Oncology, Product Launch, Primary Care, Surgeons, Sales, Urology, Sales Management, Pharmaceutical Industry, Selling Skills, Rheumatology, Orthopedic, Selling, Managed Care, OB/GYN, Healthcare, Sales Effectiveness, Operating Room, Sales Force Development, Pulmonology, Medical Sales, Hospital Sales, Marketing, Account Management, Management, Sales Process, Training, Strategic Planning, Market Development
Education
Drew University 1985 — 1989
BA, Sociology and Psychology
Albright College 1984 — 1985
Schechter Wealth Strategies August 2003 - Present
Retirement Funding Corp September 1993 - July 2003
The Equitable April 1986 - September 1993
Skills
Insurance, Underwriting, Life Insurance, Long-term Care, Financial Services, Risk Management, Management, Fixed Annuities, Term Life Insurance, Customer Service, Disability Insurance, Brokers
Education
Oakland Community College 1982 — 1985
Associates (Cum Laude)
Village Balloon & Flower Shop June 1991 - Present
The Equitable August 1980 - September 1991
The Equitable February 1981 - May 1985
Skills
Customer Service, Data Analysis, Microsoft Word, Microsoft Office, Retail, Inventory Management, Project Management, Management
Education
Queens College 1975 — 1980
Bachelor's degree, Mathematics
Bronx High School of Science 1972 — 1975
Regents Diploma, Mathematics
Gray Star Consulting June 2011 - Present
Touro Law Center January 2011 - December 2011
Unum 1999 - 2009
Unum Provident 1996 - 1999
Paul Revere Insurance Company 1993 - 1996
The Equitable 1992 - 1993
Education
Touro College Jacob D. Fuchsberg Law Center 2008 — 2011
Juris Doctor, Law
Currently Unemployed January 2012 - Present
Kingfisher Regional Hospital 2008 - 2009
Calvert’s Plant Interiors 2004 - 2008
Lucent Technologies 1996 - 2001
Healthsouth 1994 - 1996
The Equitable 1988 - 1991
Gorrell’s Carpet Service 1980 - 1987
Skills
Exceptional Customer..., Computer Skills, Fax, Copier, Phones, Typing, Technical Training, Harvard Graphics, Business Courses, Filing, Data Entry, Customer Service, Human Resources, Administrative..., Sales, Microsoft Word
Education
Oklahoma State University-Oklahoma City 2002 — 2004
Applied Horticulture and Horticultural Business Services
Oklahoma City Community College 1992 — 1994
Associate of Science (AS), Health/Medical Psychology
Habitat for Humanity International/ReSTORE 2012 - Present
Brennan and Howard, Inc. 1998 - 2012
Aetna US Healthcare 1997 - 1998
Life Care Plus 1995 - 1997
The Equitable 1993 - 1995
Trimfit, Inc. 1985 - 1993
Skills
Customer Service, Business Relationship..., New Business Development, Product Launch, Account Management, Key Account Acquisition..., Account Revitalization, Sales Forecasting, Strategic Planning, Direct Sales, Key Account Management, Advertising, Forecasting, Marketing, Sales
Education
Indiana University Bloomington
Bachelor of Science (BS), Business Administration, Marketing
Kstar Inc 2010 - 2012
The Equitable 1994 - 1997
Education
Northeastern State University
BS, Industrial Technology