THE EQUITABLE LIFE ASSURANCE SOCIETY
Industry: Insurance company
DescriptionThe Equitable Life Assurance Society, founded in 1762, is a life insurance company in the United Kingdom. Headquarters: London, United Kingdom Founded: 1762 Key people: Ian Brimecome - Chairman Subsidiaries: Equitable Private Equity Holdings Limited,
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THE EQUITABLE LIFE ASSURANCE SOCIETY Employees
Employee
Years
Job
Industry
Bonnie Bowen Zades Bonnie Bowen Zades's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience 1982 - 1986
Job Tax and Valuation Specialist at Hutchinson Family Office
Industry Financial Services
Experience
Hutchinson Family Office September 2014 - Present
BowenPeeler Financial Advisors 2013 - August 2014
Various Boards and Volunteer Positions 1995 - 2013
The Odyssey Network 2003 - 2012
Furman Selz Investment Banking 1992 - 1997
Equitable Capital 1986 - 1992
The Equitable Life Assurance Society 1982 - 1986
Morgan Guaranty 1980 - 1982
Coopers & Lybrand 1977 - 1981
Skills
Investment Banking, Restructuring, Strategy, Strategic Planning, Entrepreneurship, New Business Development, Management, Mergers, Project Management, Accounting, Company Valuation, E-commerce, Project Planning, Mergers & Acquisitions, Sales Management, Private Equity, International Business, Small Business, Leadership, Marketing, Strategic Financial..., Business Valuation, Investments, Analysis, Finance, Budgets, Corporate Finance, Start-ups, Financial Analysis, Negotiation, Due Diligence, Management Consulting, Competitive Analysis, Venture Capital, Valuation, Business Planning, Financial Modeling, Financial Planning
Education
Columbia University Graduate School of Business 1982 — 1984
Master of Business Administration (M.B.A.), Finance
SUNY Albany 1973 — 1977
BS, Accounting and Finance, Graduated Summa Cum Laude with 4.0 in Accounting
Hutchinson Family Office September 2014 - Present
BowenPeeler Financial Advisors 2013 - August 2014
Various Boards and Volunteer Positions 1995 - 2013
The Odyssey Network 2003 - 2012
Furman Selz Investment Banking 1992 - 1997
Equitable Capital 1986 - 1992
The Equitable Life Assurance Society 1982 - 1986
Morgan Guaranty 1980 - 1982
Coopers & Lybrand 1977 - 1981
Skills
Investment Banking, Restructuring, Strategy, Strategic Planning, Entrepreneurship, New Business Development, Management, Mergers, Project Management, Accounting, Company Valuation, E-commerce, Project Planning, Mergers & Acquisitions, Sales Management, Private Equity, International Business, Small Business, Leadership, Marketing, Strategic Financial..., Business Valuation, Investments, Analysis, Finance, Budgets, Corporate Finance, Start-ups, Financial Analysis, Negotiation, Due Diligence, Management Consulting, Competitive Analysis, Venture Capital, Valuation, Business Planning, Financial Modeling, Financial Planning
Education
Columbia University Graduate School of Business 1982 — 1984
Master of Business Administration (M.B.A.), Finance
SUNY Albany 1973 — 1977
BS, Accounting and Finance, Graduated Summa Cum Laude with 4.0 in Accounting
Anna Palma Anna Palma's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience 1982 - 1984
Job Owner and Creative Director, Visual Insights, LLC
Industry Graphic Design
Experience
Visual Insights, LLC 2001 - Present
McCann Torre Lazur 2001 - 2005
MPE Communications 1997 - 2001
Ferguson 2000, a prior division of Ogilvy CommonHealth Worldwide 1992 - 1997
Smith Design 1990 - 1992
Ogilvy CommonHealth Worldwide 1990 - 1992
Krukowski Associates 1986 - 1990
McGraw Hill Publishing 1984 - 1986
The Equitable Life Assurance Society 1982 - 1984
Kipany Productions 1980 - 1982
Skills
Illustrator, Art Direction, Web Design, InDesign, Packaging, Print Production, Advertising, Illustration, Creative Direction, Promotions, Photoshop, Multimedia, Project Management, Print, Logo Design, Art, Concept Development, Corporate Identity, Photography, Typography, Graphics, Posters, Image Manipulation
Education
Montclair State University
BA, Fine Art, Magna Cum Laude
School of Visual Arts
Graphic Design Courses
Leeds Polytechnic, Leeds, England
Visual Insights, LLC 2001 - Present
McCann Torre Lazur 2001 - 2005
MPE Communications 1997 - 2001
Ferguson 2000, a prior division of Ogilvy CommonHealth Worldwide 1992 - 1997
Smith Design 1990 - 1992
Ogilvy CommonHealth Worldwide 1990 - 1992
Krukowski Associates 1986 - 1990
McGraw Hill Publishing 1984 - 1986
The Equitable Life Assurance Society 1982 - 1984
Kipany Productions 1980 - 1982
Skills
Illustrator, Art Direction, Web Design, InDesign, Packaging, Print Production, Advertising, Illustration, Creative Direction, Promotions, Photoshop, Multimedia, Project Management, Print, Logo Design, Art, Concept Development, Corporate Identity, Photography, Typography, Graphics, Posters, Image Manipulation
Education
Montclair State University
BA, Fine Art, Magna Cum Laude
School of Visual Arts
Graphic Design Courses
Leeds Polytechnic, Leeds, England
Bob Coode Bob Coode's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience 1970 - 1978
Job Partner at Skoda Minotti Financial Services
Industry Financial Services
Experience
Skoda Minotti Financial Services December 2001 - Present
Coode - Muscenti 1978 - December 2001
The Equitable Life Assurance Society 1970 - 1978
Skills
Personal Financial..., Retirement Planning, Asset Management, Asset Allocation, Estate Planning, College Education..., Insurance, Risk Management, Investments, Strategic Financial..., Financial Planners, Wealth Management
Education
Miami University 1965 — 1969
Bachelor of Science (BS), Education
Euclid High School
Skoda Minotti Financial Services December 2001 - Present
Coode - Muscenti 1978 - December 2001
The Equitable Life Assurance Society 1970 - 1978
Skills
Personal Financial..., Retirement Planning, Asset Management, Asset Allocation, Estate Planning, College Education..., Insurance, Risk Management, Investments, Strategic Financial..., Financial Planners, Wealth Management
Education
Miami University 1965 — 1969
Bachelor of Science (BS), Education
Euclid High School
Jim Acker Jim Acker's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience 1976 - 1986
Job Founding Partner at Genesix Consulting Group
Industry Insurance
Experience
Genesix Consulting Group December 2012 - Present
Maidenhead Consulting Group March 2012 - Present
Munich Health North America July 2009 - April 2012
Maidenhead Consulting Group May 2008 - May 2010
CIGNA International January 1995 - May 2008
CIGNA Healthcare(CIGNA acquired EQUICOR) September 1976 - January 1992
Equicor HCA 1987 - 1990
the Equitable Life Assurance Society 1976 - 1986
Skills
Employee Benefits, Insurance, Business Strategy, Strategy, Health Insurance, Leadership, New Business Development, Claim, Healthcare, Coaching, Underwriting, General Insurance, Organizational Design, Brokers, Risk Management, Reinsurance, Finance, Life Insurance, Corporate Finance, Executive Management, Mergers & Acquisitions, Financial Services, Claims Management
Education
Lehigh University 1975 — 1976
MBA, Economics and Finance
Lehigh University - College of Business and Economics 1973 — 1975
BS, Finance and Management
Florida Institute of Technology
Genesix Consulting Group December 2012 - Present
Maidenhead Consulting Group March 2012 - Present
Munich Health North America July 2009 - April 2012
Maidenhead Consulting Group May 2008 - May 2010
CIGNA International January 1995 - May 2008
CIGNA Healthcare(CIGNA acquired EQUICOR) September 1976 - January 1992
Equicor HCA 1987 - 1990
the Equitable Life Assurance Society 1976 - 1986
Skills
Employee Benefits, Insurance, Business Strategy, Strategy, Health Insurance, Leadership, New Business Development, Claim, Healthcare, Coaching, Underwriting, General Insurance, Organizational Design, Brokers, Risk Management, Reinsurance, Finance, Life Insurance, Corporate Finance, Executive Management, Mergers & Acquisitions, Financial Services, Claims Management
Education
Lehigh University 1975 — 1976
MBA, Economics and Finance
Lehigh University - College of Business and Economics 1973 — 1975
BS, Finance and Management
Florida Institute of Technology
Daphne Thomas Jones Daphne Thomas Jones's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience 1990 - 1994
Job Life Insurance & Annuity Product Development & Management, Fund Management Executive
Industry Financial Services
Experience
Professional Services Group of Central New Jersey (PSGCNJ) July 2014 - Present
Accenture 2013 - 2014
BJM Solutions 2012 - 2012
AXA Equitable 2010 - 2011
MetLife, Inc. 2004 - 2009
MetLife, Inc. December 1998 - October 2004
MetLife, Inc. 1994 - 1998
The Equitable Life Assurance Society 1990 - 1994
Skills
Vendor Management, Cross-functional Team..., Insurance, Analysis, Mergers & Acquisitions, Strategic Financial..., Financial Services, Strategic Planning, Change Management, Mutual Funds, Product Development, Life Insurance, Investments, Management, Product Life Cycle..., Portfolio Management, Retirement, Due Diligence, Financial Analysis, Marketing, Risk Management, Compliance Management, Asset Management, Fixed Annuities, Marketing Communications, Finance, Team Building, Business Strategy, Employee Benefits, Contract Negotiation, Customer Retention, Financial Modeling, Relationship Management, Actuaries, Expense Management, Asset Managment, Fund Management, Annuities, Actuarial Analysis, Product Lifecycle..., Financial Planning, Strategy
Education
Columbia University Graduate School of Business - Executive Institute
Certificate, Finance and Financial Management Services
Princeton University
BA, Statistics
Smith College (Leadership) Consortium
Certificate
Society of Actuaries
Actuarial Science
Professional Services Group of Central New Jersey (PSGCNJ) July 2014 - Present
Accenture 2013 - 2014
BJM Solutions 2012 - 2012
AXA Equitable 2010 - 2011
MetLife, Inc. 2004 - 2009
MetLife, Inc. December 1998 - October 2004
MetLife, Inc. 1994 - 1998
The Equitable Life Assurance Society 1990 - 1994
Skills
Vendor Management, Cross-functional Team..., Insurance, Analysis, Mergers & Acquisitions, Strategic Financial..., Financial Services, Strategic Planning, Change Management, Mutual Funds, Product Development, Life Insurance, Investments, Management, Product Life Cycle..., Portfolio Management, Retirement, Due Diligence, Financial Analysis, Marketing, Risk Management, Compliance Management, Asset Management, Fixed Annuities, Marketing Communications, Finance, Team Building, Business Strategy, Employee Benefits, Contract Negotiation, Customer Retention, Financial Modeling, Relationship Management, Actuaries, Expense Management, Asset Managment, Fund Management, Annuities, Actuarial Analysis, Product Lifecycle..., Financial Planning, Strategy
Education
Columbia University Graduate School of Business - Executive Institute
Certificate, Finance and Financial Management Services
Princeton University
BA, Statistics
Smith College (Leadership) Consortium
Certificate
Society of Actuaries
Actuarial Science
Rebecca Staton-Reinstein Rebecca Staton-Reinstein's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience 1985 - 1987
Job Strategic Leadership Development | Team Building | Organizational Transformation | Strategic Planning | IT Leadership
Industry Management Consulting
Experience
Advantage Leadership, Inc. January 1995 - Present
Advantage Leadership, Inc. January 1995 - Present
Rebecca Staton-Reinstein October 2003 - Present
University of Miami 1998 - Present
Florida Speakers Association July 2007 - July 2010
American Management Association 1996 - 2009
Management Centre Europe 2003 - 2005
The Paul Hertz Group 1991 - 1995
New York Life Insurance 1987 - 1991
The Equitable Life Assurance Society 1985 - 1987
Skills
Strategic Planning, Leadership Development, Organizational..., Organizational..., Management Consulting, Strategy, Leadership, Change Management, Coaching, Team Building, Strategic Leadership, Employee Engagement, Training, Training Delivery, Training and Development, Public Speaking, Motivational Speaking, Management, Process Improvement, Business Strategy, Business Process..., Culture Change, Team Management, Team Leadership, Project Management, Project Planning, Management Development, Strategic Thinking, Organizational..., Mentoring, Technology Needs..., Process Engineering, Process Management, Gap Analysis, Assessment, reducing rework costs, Organizational Change, Business Management, Executive Management, IT Strategy, Technical Leadership, Software Quality..., Technology Management, Entrepreneurship, Business Planning, Nonprofits, Fundraising, Interviews, Succession Planning, Executive Coaching
Education
Union Institute & University 1977 — 1979
Ph.D., organizational development
Indiana University Bloomington 1962 — 1966
MA, Biochemical Genetics
William & Mary 1960 — 1962
BS, Biology
Roanoke College 1958 — 1960
Jefferson High School 1956 — 1958
Advantage Leadership, Inc. January 1995 - Present
Advantage Leadership, Inc. January 1995 - Present
Rebecca Staton-Reinstein October 2003 - Present
University of Miami 1998 - Present
Florida Speakers Association July 2007 - July 2010
American Management Association 1996 - 2009
Management Centre Europe 2003 - 2005
The Paul Hertz Group 1991 - 1995
New York Life Insurance 1987 - 1991
The Equitable Life Assurance Society 1985 - 1987
Skills
Strategic Planning, Leadership Development, Organizational..., Organizational..., Management Consulting, Strategy, Leadership, Change Management, Coaching, Team Building, Strategic Leadership, Employee Engagement, Training, Training Delivery, Training and Development, Public Speaking, Motivational Speaking, Management, Process Improvement, Business Strategy, Business Process..., Culture Change, Team Management, Team Leadership, Project Management, Project Planning, Management Development, Strategic Thinking, Organizational..., Mentoring, Technology Needs..., Process Engineering, Process Management, Gap Analysis, Assessment, reducing rework costs, Organizational Change, Business Management, Executive Management, IT Strategy, Technical Leadership, Software Quality..., Technology Management, Entrepreneurship, Business Planning, Nonprofits, Fundraising, Interviews, Succession Planning, Executive Coaching
Education
Union Institute & University 1977 — 1979
Ph.D., organizational development
Indiana University Bloomington 1962 — 1966
MA, Biochemical Genetics
William & Mary 1960 — 1962
BS, Biology
Roanoke College 1958 — 1960
Jefferson High School 1956 — 1958
Christine Whipple Christine Whipple's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience 1978 - 1980
Job Employee Benefits and Health Care
Industry Human Resources
Experience
Pittsburgh Business Group on Health February 1993 - December 2013
Beazer East, Inc. 1990 - 1993
Allegheny International Inc. 1980 - 1990
The Equitable Life Assurance Society 1978 - 1980
Security Life 1976 - 1978
Skills
Organizational..., Health & Welfare..., Employee Benefits, Benefits Administration, Deferred Compensation, Employee Relations, Strategic Planning, Healthcare, Mergers & Acquisitions, Leadership Development, Team Building, Employee Engagement, Employment Law, Succession Planning, Performance Management, HRIS, Human Resources, Labor Relations, Executive Pay, Onboarding
Education
Penn State University 1969 — 1973
Bachelor of Science, Education
Pittsburgh Business Group on Health February 1993 - December 2013
Beazer East, Inc. 1990 - 1993
Allegheny International Inc. 1980 - 1990
The Equitable Life Assurance Society 1978 - 1980
Security Life 1976 - 1978
Skills
Organizational..., Health & Welfare..., Employee Benefits, Benefits Administration, Deferred Compensation, Employee Relations, Strategic Planning, Healthcare, Mergers & Acquisitions, Leadership Development, Team Building, Employee Engagement, Employment Law, Succession Planning, Performance Management, HRIS, Human Resources, Labor Relations, Executive Pay, Onboarding
Education
Penn State University 1969 — 1973
Bachelor of Science, Education
Ralph Verni's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience 1966 - 1982
Job Chairperson of Board of Trustees at Eaton Vance Mutual Funds
Industry Investment Management
Experience
Eaton Vance Mutual Funds October 2005 - Present
Zurich Financial Services 2003 - Present
Self-employed December 2000 - Present
State Street Research 1992 - 2000
State Street Research & Management Company 1992 - 2000
New England Invesment Companies/NVEST January 1990 - July 1992
New England Mutual Life Insurance Company May 1982 - July 1992
Equitable Life 1980 - 1982
The Equitable Life Assurance Society 1966 - 1982
Skills
Mutual Funds, Venture Capital, Investments, Investment Management, Finance, Financial Services, Strategy, Financial Advisory, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds, Management
Education
Columbia University in the City of New York 1964 — 1966
Master of Business Administration (MBA), Finance and Quantitative Methods
Colgate University 1960 — 1964
Eaton Vance Mutual Funds October 2005 - Present
Zurich Financial Services 2003 - Present
Self-employed December 2000 - Present
State Street Research 1992 - 2000
State Street Research & Management Company 1992 - 2000
New England Invesment Companies/NVEST January 1990 - July 1992
New England Mutual Life Insurance Company May 1982 - July 1992
Equitable Life 1980 - 1982
The Equitable Life Assurance Society 1966 - 1982
Skills
Mutual Funds, Venture Capital, Investments, Investment Management, Finance, Financial Services, Strategy, Financial Advisory, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds, Management
Education
Columbia University in the City of New York 1964 — 1966
Master of Business Administration (MBA), Finance and Quantitative Methods
Colgate University 1960 — 1964
Harry Geist's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience 1986 - 1992
Job PC Technical Support Specialist at GeistWriters
Industry Information Technology and Services
Experience
GeistWriters Software Quality Assurance TesterHudson Software2004 - 2004
Kramer Levin Naftalis & Frankel LLP 1997 - 2003
White & Case LLP 1992 - 1997
The Equitable Life Assurance Society 1986 - 1992
American Broadcasting Companies, Inc. 1980 - 1986
Bronx Community College 1976 - 1980
Education
Montclair State University 1974 — 1978
MA, Math/Computer Science
Alfred University 1965 — 1969
Clarkstown High School 1961 — 1965
Clarkstown North High School 1961 — 1965
GeistWriters Software Quality Assurance TesterHudson Software2004 - 2004
Kramer Levin Naftalis & Frankel LLP 1997 - 2003
White & Case LLP 1992 - 1997
The Equitable Life Assurance Society 1986 - 1992
American Broadcasting Companies, Inc. 1980 - 1986
Bronx Community College 1976 - 1980
Education
Montclair State University 1974 — 1978
MA, Math/Computer Science
Alfred University 1965 — 1969
Clarkstown High School 1961 — 1965
Clarkstown North High School 1961 — 1965
Gabriel DeFelice's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience 1994 - 1995
Job Business Analyst at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney July 2000 - Present
Chase Manhattan Automotive Finance 1998 - 2000
Barnes & Noble 1997 - 1998
ADP Investor Communication Services 1995 - 1997
The Equitable Life Assurance Society 1994 - 1995
British American Consulting Group 1989 - 1994
Unisys 1983 - 1988
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Business Requirements, Visio, SQL, User Acceptance Testing, Software Project..., SharePoint, Fixed Income, Access, Equities, DB2
Education
Grumman Data Systems Institute 1988 — 1989
Diploma, Computer Programming
Queens College 1986 — 1988
Computer Science
United States Navy 1979 — 1983
Honorable Discharge, Interior Communications
Morgan Stanley Smith Barney July 2000 - Present
Chase Manhattan Automotive Finance 1998 - 2000
Barnes & Noble 1997 - 1998
ADP Investor Communication Services 1995 - 1997
The Equitable Life Assurance Society 1994 - 1995
British American Consulting Group 1989 - 1994
Unisys 1983 - 1988
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Business Requirements, Visio, SQL, User Acceptance Testing, Software Project..., SharePoint, Fixed Income, Access, Equities, DB2
Education
Grumman Data Systems Institute 1988 — 1989
Diploma, Computer Programming
Queens College 1986 — 1988
Computer Science
United States Navy 1979 — 1983
Honorable Discharge, Interior Communications
Thomas Keegan's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience 1976 - 1978
Job Law Practice Professional
Industry Law Practice
Experience
Keegan & Keegan, Ross & Rosner April 1978 - Present
The Equitable Life Assurance Society 1976 - 1978
MetLife 1974 - 1975
Skills
Legal Research, Civil Litigation, Legal Writing, Commercial Litigation, Corporate Law, Research, Courts, Legal Advice, Contract Negotiation, Mediation, Public Speaking, Personal Injury, Appeals
Education
Saint John's University School of Law 1974 — 1977
Juris Doctor, Law
Dowling College 1970 — 1973
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Keegan & Keegan, Ross & Rosner April 1978 - Present
The Equitable Life Assurance Society 1976 - 1978
MetLife 1974 - 1975
Skills
Legal Research, Civil Litigation, Legal Writing, Commercial Litigation, Corporate Law, Research, Courts, Legal Advice, Contract Negotiation, Mediation, Public Speaking, Personal Injury, Appeals
Education
Saint John's University School of Law 1974 — 1977
Juris Doctor, Law
Dowling College 1970 — 1973
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Margaret R. Loss's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience August 1977 - May 1988
Job Independent Legal Services Professional
Industry Legal Services
Experience
Law Office of Margaret R. Loss September 1998 - Present
LeBoeuf, Lamb, Greene & MacRae June 1988 - August 1998
The Equitable Life Assurance Society August 1977 - May 1988
Sullivan & Cromwell September 1971 - July 1977
Skills
Securities Regulation, Corporate Governance, Corporate Law, Finance, Life Insurance, Due Diligence, Legal Research
Education
Yale Law School 1967 — 1970
LL.B., law
Harvard University 1963 — 1967
B.A., Linguistics and Romance languages
Law Office of Margaret R. Loss September 1998 - Present
LeBoeuf, Lamb, Greene & MacRae June 1988 - August 1998
The Equitable Life Assurance Society August 1977 - May 1988
Sullivan & Cromwell September 1971 - July 1977
Skills
Securities Regulation, Corporate Governance, Corporate Law, Finance, Life Insurance, Due Diligence, Legal Research
Education
Yale Law School 1967 — 1970
LL.B., law
Harvard University 1963 — 1967
B.A., Linguistics and Romance languages
Elizabeth Brill's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience July 1997 - July 1998
Job Vice President & Actuary at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2010 - Present
Debevoise & Plimpton July 2006 - September 2010
Prudential Financial, Inc June 2005 - June 2006
Debevoise & Plimpton LLP November 2001 - May 2005
The Equitable Life Assurance Society July 1997 - July 1998
Skills
Mergers, Corporate Law, Actuarial, Securities Law, Financial Services, Reinsurance, Mergers & Acquisitions, Insurance, Investments, Actuarial Science, Securities Regulation, Financial Modeling, Economic Capital, Life Insurance, Financial Risk, Risk Management, Due Diligence, Fixed Annuities
Education
Harvard Law School 1998 — 2001
JD, Law
Princeton University
Bachelor of Arts, Economics
New York Life Insurance Company October 2010 - Present
Debevoise & Plimpton July 2006 - September 2010
Prudential Financial, Inc June 2005 - June 2006
Debevoise & Plimpton LLP November 2001 - May 2005
The Equitable Life Assurance Society July 1997 - July 1998
Skills
Mergers, Corporate Law, Actuarial, Securities Law, Financial Services, Reinsurance, Mergers & Acquisitions, Insurance, Investments, Actuarial Science, Securities Regulation, Financial Modeling, Economic Capital, Life Insurance, Financial Risk, Risk Management, Due Diligence, Fixed Annuities
Education
Harvard Law School 1998 — 2001
JD, Law
Princeton University
Bachelor of Arts, Economics
Jerry Parisi, CFA's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience 1977 - 1980
Job MUFG Americas
Industry Financial Services
Experience
MUFG Americas November 2012 - Present
Global Gaming & Hospitality June 2012 - November 2012
Societe Generale January 2000 - January 2012
Societe Generale June 1998 - December 1999
Mitsui Nevitt Capital Corporation 1988 - 1998
Maritime Overseas/Overseas Shipholding Group 1981 - 1988
The Equitable Life Assurance Society 1977 - 1980
Skills
Leveraged Finance, Real Estate Finance, Sports Finance, Debt Restructuring, Debt, Credit Analysis, Creditors' Rights, Relationship Management, Gaming & Lodging Finance, Portfolio Management, Corporate Finance, Capital Markets, Loan Origination, Capital Structure, Deal Structuring, Credit Risk, Deal Execution, High Yield, Syndications, Finance, Structured Finance, Credit, Negotiation, Investments, Loans, Banking, Equities, Real Estate Economics, Derivatives, Asset Based Lending, Fixed Income, Investment Banking, Financial Risk, Financial Structuring, Financial Modeling
Education
Fordham University 1979 — 1981
MBA, Finance
Saint John's University 1973 — 1977
BA, Economics & Psychology
Bishop Loughlin 1969 — 1973
MUFG Americas November 2012 - Present
Global Gaming & Hospitality June 2012 - November 2012
Societe Generale January 2000 - January 2012
Societe Generale June 1998 - December 1999
Mitsui Nevitt Capital Corporation 1988 - 1998
Maritime Overseas/Overseas Shipholding Group 1981 - 1988
The Equitable Life Assurance Society 1977 - 1980
Skills
Leveraged Finance, Real Estate Finance, Sports Finance, Debt Restructuring, Debt, Credit Analysis, Creditors' Rights, Relationship Management, Gaming & Lodging Finance, Portfolio Management, Corporate Finance, Capital Markets, Loan Origination, Capital Structure, Deal Structuring, Credit Risk, Deal Execution, High Yield, Syndications, Finance, Structured Finance, Credit, Negotiation, Investments, Loans, Banking, Equities, Real Estate Economics, Derivatives, Asset Based Lending, Fixed Income, Investment Banking, Financial Risk, Financial Structuring, Financial Modeling
Education
Fordham University 1979 — 1981
MBA, Finance
Saint John's University 1973 — 1977
BA, Economics & Psychology
Bishop Loughlin 1969 — 1973
Jerry Fruin's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience March 1982 - June 1984
Job Owner, Jerome W. Fruin & Assoc.
Industry Real Estate
Experience
Jerome W. Fruin & Associates October 1995 - Present
Equitable Real Estate Investment Management July 1984 - November 1997
The Equitable Life Assurance Society March 1982 - June 1984
Skills
Business Analysis, Change Management, Contract Negotiation, Real Estate, Commercial Real Estate, New Business Development, Real Estate Acquisitions, Investments
Education
New York University 1969 — 1970
Finance
Univ of Illinois 1960 — 1964
BA, Political Science, Economics, Finance
Jerome W. Fruin & Associates October 1995 - Present
Equitable Real Estate Investment Management July 1984 - November 1997
The Equitable Life Assurance Society March 1982 - June 1984
Skills
Business Analysis, Change Management, Contract Negotiation, Real Estate, Commercial Real Estate, New Business Development, Real Estate Acquisitions, Investments
Education
New York University 1969 — 1970
Finance
Univ of Illinois 1960 — 1964
BA, Political Science, Economics, Finance
Monte Uzzell's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience January 1980 - July 1985
Job Manager Employee Benefits
Industry Textiles
Experience
Wellman, Inc. September 2008 - Present
CT Communications November 2000 - November 2007
PUBLIC SERVICE COMPANY of NC, Inc July 1985 - November 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY January 1980 - July 1985
Skills
Employee Benefits, Human Resources, Payroll, Executive Pay, Deferred Compensation, Personnel Management, Management, Insurance, Leadership, Mergers & Acquisitions, Disability Insurance, Incentive Programs, Health Insurance, Policy, Recruiting
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Business Administration
University of North Carolina at Charlotte
Master of Business Administration, Business Administration
Wellman, Inc. September 2008 - Present
CT Communications November 2000 - November 2007
PUBLIC SERVICE COMPANY of NC, Inc July 1985 - November 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY January 1980 - July 1985
Skills
Employee Benefits, Human Resources, Payroll, Executive Pay, Deferred Compensation, Personnel Management, Management, Insurance, Leadership, Mergers & Acquisitions, Disability Insurance, Incentive Programs, Health Insurance, Policy, Recruiting
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Business Administration
University of North Carolina at Charlotte
Master of Business Administration, Business Administration
Karen Gerard's THE EQUITABLE LIFE ASSURANCE SOCIETY Experience February 1991 - March 1993
Job Legal Administrative Assistant at Cedar Realty Trust, Inc.
Industry Real Estate
Experience
Cedar Realty Trust, Inc. April 2014 - Present
Ben-Art Realty July 2013 - February 2014
Kings Point Consultants September 1996 - July 2013
Intertech Corp March 1994 - September 1996
The Equitable Life Assurance Society February 1991 - March 1993
PaineWebber Group September 1989 - September 1990
Integrated Resources, Inc. September 1983 - September 1990
New York State Urban Development Corporation June 1982 - September 1983
Skills
NYS Notary Public, Skills include..., PowerPoint, Administrative..., Office Management, Time Management, Invoicing, Telephone Skills, Filing, Account Reconciliation, Insurance, Office Equipment, Administrative Work, Travel Arrangements, Calendaring, Notary Public, File Management, Confidentiality, Administrative..., Administration
Education
LIU - CW Post Campus 1978 — 1981
Bachelor of Science (B.S.), Elementary Education
Long Island University, C.W. Post Campus 1978 — 1981
Bachelor of Science in Elementary Education, Elementary Education, 3.0
Cedar Realty Trust, Inc. April 2014 - Present
Ben-Art Realty July 2013 - February 2014
Kings Point Consultants September 1996 - July 2013
Intertech Corp March 1994 - September 1996
The Equitable Life Assurance Society February 1991 - March 1993
PaineWebber Group September 1989 - September 1990
Integrated Resources, Inc. September 1983 - September 1990
New York State Urban Development Corporation June 1982 - September 1983
Skills
NYS Notary Public, Skills include..., PowerPoint, Administrative..., Office Management, Time Management, Invoicing, Telephone Skills, Filing, Account Reconciliation, Insurance, Office Equipment, Administrative Work, Travel Arrangements, Calendaring, Notary Public, File Management, Confidentiality, Administrative..., Administration
Education
LIU - CW Post Campus 1978 — 1981
Bachelor of Science (B.S.), Elementary Education
Long Island University, C.W. Post Campus 1978 — 1981
Bachelor of Science in Elementary Education, Elementary Education, 3.0
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO