The Meltzer Group
Industry: Insurance company
DescriptionFounded: 1982 Parent organization: NFP
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The Meltzer Group Employees
Employee
Years
Job
Industry
Renee McCracken Renee McCracken's The Meltzer Group Experience February 2006 - October 2011
Job Enrollment/Benefits Specialist at Employee Benefits Corporation of America
Industry Insurance
Experience
Employee Benefits Corporation of America October 2013 - Present
The Potomac Companies, Inc. March 2013 - September 2013
The Insurance Exchange October 2011 - March 2012
The Meltzer Group February 2006 - October 2011
Wolf & Cohen Financial Services June 1997 - February 2006
Skills
FSA, Insurance, Disability Insurance, Health Savings Accounts, Health Insurance, Employee Benefits, Brokers, Benefits Administration, Underwriting, Claim, Workers Compensation, Commercial Lines, Account Management, Cold Calling, Fixed Annuities, Life Insurance, 401k, Strategic Financial..., Customer Service, Professional Liability, Financial Risk, Umbrella Insurance, Mutual Funds, Training, Risk Management, Property & Casualty..., Sales, Medicare, Employment Practices..., Liability, Retirement, Long-term Care, Retirement Planning, Strategic Planning, Managed Care, Pensions, D&O, Team Building, Leadership, Legal Liability, Sales Management
Education
University of Maryland University College
Employee Benefits Corporation of America October 2013 - Present
The Potomac Companies, Inc. March 2013 - September 2013
The Insurance Exchange October 2011 - March 2012
The Meltzer Group February 2006 - October 2011
Wolf & Cohen Financial Services June 1997 - February 2006
Skills
FSA, Insurance, Disability Insurance, Health Savings Accounts, Health Insurance, Employee Benefits, Brokers, Benefits Administration, Underwriting, Claim, Workers Compensation, Commercial Lines, Account Management, Cold Calling, Fixed Annuities, Life Insurance, 401k, Strategic Financial..., Customer Service, Professional Liability, Financial Risk, Umbrella Insurance, Mutual Funds, Training, Risk Management, Property & Casualty..., Sales, Medicare, Employment Practices..., Liability, Retirement, Long-term Care, Retirement Planning, Strategic Planning, Managed Care, Pensions, D&O, Team Building, Leadership, Legal Liability, Sales Management
Education
University of Maryland University College
Giancarlo Ladaga, PHR Giancarlo Ladaga, PHR's The Meltzer Group Experience October 2004 - May 2011
Job Personnel Manager at City of Durham Police Department
Industry Human Resources
Experience
City of Durham December 2013 - Present
Legal Aid of North Carolina - Advocates for Children's Services June 2013 - November 2013
Polinger, Shannon and Luchs, Co. May 2011 - January 2013
The Meltzer Group October 2004 - May 2011
The Meltzer Group April 2004 - October 2004
American Medical Laboratories May 2000 - March 2003
Skills
Professional in Human..., Fluent in Spanish, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Payroll, Management, Interviews, Policy, Personnel Management, Deferred Compensation, Employee Relations, Employee Benefits, Leadership, Training, Recruiting, Human Resources, Benefits Administration, Organizational...
Education
Radford University 1991 — 1996
Bachelor of Arts (B.A.), Biology
City of Durham December 2013 - Present
Legal Aid of North Carolina - Advocates for Children's Services June 2013 - November 2013
Polinger, Shannon and Luchs, Co. May 2011 - January 2013
The Meltzer Group October 2004 - May 2011
The Meltzer Group April 2004 - October 2004
American Medical Laboratories May 2000 - March 2003
Skills
Professional in Human..., Fluent in Spanish, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Payroll, Management, Interviews, Policy, Personnel Management, Deferred Compensation, Employee Relations, Employee Benefits, Leadership, Training, Recruiting, Human Resources, Benefits Administration, Organizational...
Education
Radford University 1991 — 1996
Bachelor of Arts (B.A.), Biology
Josh VerStandig Josh VerStandig's The Meltzer Group Experience February 2014 - Present
Job Agent for The Meltzer Group
Industry Insurance
Experience
The Meltzer Group February 2014 - Present
Boys & Girls Clubs of America June 2015 - Present
Washington ArtWorks January 2015 - Present
Bowie Baysox January 2013 - December 2013
Sydney Blue Sox July 2012 - January 2013
JMU Duke Club January 2012 - April 2012
United Way of Harrisonburg & Rockingham County September 2011 - December 2011
Skills
Event Planning, Fundraising, Social Media, Social Networking, Sponsorship, Event Management, Team Leadership, Public Speaking, Sports Management, Microsoft Office, Corporate Branding, Operations Management, Risk Management, Employee Benefits, Property & Casualty..., Life Insurance
Education
James Madison University 2007 — 2012
BA, English
Georgetown Day School 1994 — 2007
The Meltzer Group February 2014 - Present
Boys & Girls Clubs of America June 2015 - Present
Washington ArtWorks January 2015 - Present
Bowie Baysox January 2013 - December 2013
Sydney Blue Sox July 2012 - January 2013
JMU Duke Club January 2012 - April 2012
United Way of Harrisonburg & Rockingham County September 2011 - December 2011
Skills
Event Planning, Fundraising, Social Media, Social Networking, Sponsorship, Event Management, Team Leadership, Public Speaking, Sports Management, Microsoft Office, Corporate Branding, Operations Management, Risk Management, Employee Benefits, Property & Casualty..., Life Insurance
Education
James Madison University 2007 — 2012
BA, English
Georgetown Day School 1994 — 2007
Daniel Hannan Daniel Hannan's The Meltzer Group Experience August 2014 - Present
Job Junior Retirement Consultant at The Meltzer Group
Industry Financial Services
Experience
The Meltzer Group August 2014 - Present
Marbury Wealth Management February 2014 - August 2014
Hess Corporation May 2013 - January 2014
Marbury Wealth Management August 2012 - August 2013
Beechwood Industrial Supply Co. June 2010 - August 2012
Skills
Data Analysis, Microsoft Excel, Competitive Analysis, Market Research, PowerPoint, Marketing Research, Customer Insight, Microsoft Office, SPSS, Statistics, Analysis, Access, Quantitative Research, Research, Forecasting, Financial Analysis, Customer Service, Leadership, Sales, Marketing, Microsoft Word, Management, Social Media
Education
Duquesne University 2008 — 2012
Bachelor's Degree, Psychology
Hampton High School
The Meltzer Group August 2014 - Present
Marbury Wealth Management February 2014 - August 2014
Hess Corporation May 2013 - January 2014
Marbury Wealth Management August 2012 - August 2013
Beechwood Industrial Supply Co. June 2010 - August 2012
Skills
Data Analysis, Microsoft Excel, Competitive Analysis, Market Research, PowerPoint, Marketing Research, Customer Insight, Microsoft Office, SPSS, Statistics, Analysis, Access, Quantitative Research, Research, Forecasting, Financial Analysis, Customer Service, Leadership, Sales, Marketing, Microsoft Word, Management, Social Media
Education
Duquesne University 2008 — 2012
Bachelor's Degree, Psychology
Hampton High School
Luke Seward Luke Seward's The Meltzer Group Experience December 2013 - 2014
Job at
Industry Financial Services
Experience
Capital One Investing February 2015 - Present
The Meltzer Group December 2013 - 2014
Merrill Lynch January 2012 - June 2012
Skills
Management, Investments, Financial Companies, Marketability, Accounting, Portfolio Management, Finance, Mutual Funds, Analysis, Strategic Planning, Series 7, Risk Management, Marketing, Training, Public Speaking, Leadership, Customer Service, Team Building, Budgets
Education
University of Maryland College Park 2013 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Salisbury University - Perdue School of Business 2010 — 2012
Bachelor of Science (BS), Business Administration and Management
Salisbury University 2009 — 2010
Bachelor of Science (BS), Business Administration and Management
Capital One Investing February 2015 - Present
The Meltzer Group December 2013 - 2014
Merrill Lynch January 2012 - June 2012
Skills
Management, Investments, Financial Companies, Marketability, Accounting, Portfolio Management, Finance, Mutual Funds, Analysis, Strategic Planning, Series 7, Risk Management, Marketing, Training, Public Speaking, Leadership, Customer Service, Team Building, Budgets
Education
University of Maryland College Park 2013 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Salisbury University - Perdue School of Business 2010 — 2012
Bachelor of Science (BS), Business Administration and Management
Salisbury University 2009 — 2010
Bachelor of Science (BS), Business Administration and Management
Aaron Goldberg Aaron Goldberg's The Meltzer Group Experience June 2014 - Present
Job Director of Compliance at The Meltzer Group
Industry Insurance
Experience
Chesapeake Real Estate Solutions, LLC August 2014 - Present
The Meltzer Group June 2014 - Present
The Meltzer Group September 2012 - June 2014
Garrison Catering, Ltd. January 2012 - May 2012
Select Benefits Communications Group, LLC February 2011 - November 2011
Law Offices of Fred B. Goldberg, P.C. May 2009 - September 2009
Law Offices of Fred B. Goldberg, P.C. June 2008 - April 2009
Norbeck Country Club May 2007 - August 2008
Cheeburger Cheeburger March 2006 - August 2006
Skills
Micros, Close Attention to..., Phone Skills, Highly detail oriented, Interpersonal..., Telephone Skills, PowerPoint, Newsletters, Press Releases, Customer Service, Event Planning, Social Media Marketing, Social Networking, Research, Blogging, Marketing, Public Speaking
Education
Towson University 2007 — 2012
Business Administration, Marketing
Chesapeake Real Estate Solutions, LLC August 2014 - Present
The Meltzer Group June 2014 - Present
The Meltzer Group September 2012 - June 2014
Garrison Catering, Ltd. January 2012 - May 2012
Select Benefits Communications Group, LLC February 2011 - November 2011
Law Offices of Fred B. Goldberg, P.C. May 2009 - September 2009
Law Offices of Fred B. Goldberg, P.C. June 2008 - April 2009
Norbeck Country Club May 2007 - August 2008
Cheeburger Cheeburger March 2006 - August 2006
Skills
Micros, Close Attention to..., Phone Skills, Highly detail oriented, Interpersonal..., Telephone Skills, PowerPoint, Newsletters, Press Releases, Customer Service, Event Planning, Social Media Marketing, Social Networking, Research, Blogging, Marketing, Public Speaking
Education
Towson University 2007 — 2012
Business Administration, Marketing
Art Sherrod Jr Art Sherrod Jr's The Meltzer Group Experience October 1996 - Present
Job Financial Services Professional at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group October 1996 - Present
The Meltzer Group 1996 - Present
Skills
Customer Relations, Customer Service, Marketing, Training, Insurance, Underwriting, Disability Insurance, Financial Services, Employee Benefits, Life Insurance, Sales, Finance, Leadership, Motivational Speaking, Public Speaking, Leadership Development, Operations Management, Strategic Planning, Process Improvement, Management, Project Management, Group Management, Cross-functional Team..., Team Building, Group Development, Retirement, Long-term Care, Group Benefits, Program Management, Wealth Management, Property & Casualty..., Long Term Care Insurance, Analysis, Fixed Annuities, Annuities, Long Term Care
Education
University of Phoenix 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Sojourner-Douglass College 2007 — 2009
Bachelor's Degree, Business Administration and Management, General
United States Naval Academy 1992 — 1996
General Science
Naval Academy Preparatory School 1991 — 1992
The Meltzer Group October 1996 - Present
The Meltzer Group 1996 - Present
Skills
Customer Relations, Customer Service, Marketing, Training, Insurance, Underwriting, Disability Insurance, Financial Services, Employee Benefits, Life Insurance, Sales, Finance, Leadership, Motivational Speaking, Public Speaking, Leadership Development, Operations Management, Strategic Planning, Process Improvement, Management, Project Management, Group Management, Cross-functional Team..., Team Building, Group Development, Retirement, Long-term Care, Group Benefits, Program Management, Wealth Management, Property & Casualty..., Long Term Care Insurance, Analysis, Fixed Annuities, Annuities, Long Term Care
Education
University of Phoenix 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Sojourner-Douglass College 2007 — 2009
Bachelor's Degree, Business Administration and Management, General
United States Naval Academy 1992 — 1996
General Science
Naval Academy Preparatory School 1991 — 1992
Brendan Feitelberg, AIF, ARPS Brendan Feitelberg, AIF, ARPS's The Meltzer Group Experience March 2003 - October 2009
Job President and CEO at Nautical Financial Group
Industry Financial Services
Experience
Nautical Financial Group December 2009 - Present
The Meltzer Group March 2003 - October 2009
Skills
401k, Retirement, Retirement Planning, Investments, Mutual Funds, Wealth Management, Fixed Annuities, Asset Allocation, Finance, Investment Advisory, Insurance, Employee Benefits, Strategic Financial..., Long-term Care, Asset Management, AIF Designation..., Marketing, ARPS Designation..., Asset Managment
Education
Norwich University
Nautical Financial Group December 2009 - Present
The Meltzer Group March 2003 - October 2009
Skills
401k, Retirement, Retirement Planning, Investments, Mutual Funds, Wealth Management, Fixed Annuities, Asset Allocation, Finance, Investment Advisory, Insurance, Employee Benefits, Strategic Financial..., Long-term Care, Asset Management, AIF Designation..., Marketing, ARPS Designation..., Asset Managment
Education
Norwich University
Colin Cannon Colin Cannon's The Meltzer Group Experience April 2015 - Present
Job Account Executive, Employee Benefit Plans at The Thomas Group, Inc. Now a Meltzer Benefits Company
Industry Financial Services
Experience
The Meltzer Group April 2015 - Present
The Thomas Group, Inc. January 2015 - Present
Northwestern Mutual January 2014 - December 2014
McLean Hardware June 2006 - January 2014
Chain Bridge Bank, N.A. May 2013 - August 2013
Skills
Microsoft Office, Customer Service, Marketing, Microsoft Word, Sales, Microsoft Excel, PowerPoint, Social Media, Sales Management, Social Networking, Leadership, Time Management, Facebook, Public Speaking
Education
George Mason University 2010 — 2014
Bachelor of Science (BS), Major - Finance, Minor - Economics
The Meltzer Group April 2015 - Present
The Thomas Group, Inc. January 2015 - Present
Northwestern Mutual January 2014 - December 2014
McLean Hardware June 2006 - January 2014
Chain Bridge Bank, N.A. May 2013 - August 2013
Skills
Microsoft Office, Customer Service, Marketing, Microsoft Word, Sales, Microsoft Excel, PowerPoint, Social Media, Sales Management, Social Networking, Leadership, Time Management, Facebook, Public Speaking
Education
George Mason University 2010 — 2014
Bachelor of Science (BS), Major - Finance, Minor - Economics
Ryan Whyte Ryan Whyte's The Meltzer Group Experience March 2012 - January 2014
Job Associate at Wellington Capital Management, Inc
Industry Financial Services
Experience
Wellington Capital Management, Inc January 2014 - Present
The Meltzer Group March 2012 - January 2014
Matthews Whyte Coastal Apparel August 2010 - October 2012
Vorsight November 2010 - May 2011
Skills
Business Development, New Business Development, Leadership, Sales, B2B, Marketing, Public Speaking, Marketing Strategy, Social Media, Strategic Planning, Account Management, Investments, Retirement, Retirement Planning
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BS, Management and Marketing
St John's College High School 2003 — 2006
Mater Dei School 1996 — 2003
Wellington Capital Management, Inc January 2014 - Present
The Meltzer Group March 2012 - January 2014
Matthews Whyte Coastal Apparel August 2010 - October 2012
Vorsight November 2010 - May 2011
Skills
Business Development, New Business Development, Leadership, Sales, B2B, Marketing, Public Speaking, Marketing Strategy, Social Media, Strategic Planning, Account Management, Investments, Retirement, Retirement Planning
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BS, Management and Marketing
St John's College High School 2003 — 2006
Mater Dei School 1996 — 2003
Brian Samet Brian Samet's The Meltzer Group Experience March 2008 - Present
Job Business Development at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group March 2008 - Present
1st Continental Mortgage, Inc. January 2003 - November 2007
Goldnet Marketing, Inc January 1998 - December 2002
Skills
Insurance, Employee Benefits, Long Term Care, Customer Relations, Problem Solving, Disability, Customer Service, Risk Management, Estate Planning, Retirement Planning, Disability Insurance, Health Insurance, Property & Casualty..., Life Insurance, Sales, Fixed Annuities, Workers Compensation, Leadership, Happy Hour, Securities, Financial Services, Long-term Care, Retirement, Account Management, 401k
Education
Old Dominion University 1986 — 1997
BA, Psychology
W.T. Woodson High School 1983 — 1986
high school diploma
The Meltzer Group March 2008 - Present
1st Continental Mortgage, Inc. January 2003 - November 2007
Goldnet Marketing, Inc January 1998 - December 2002
Skills
Insurance, Employee Benefits, Long Term Care, Customer Relations, Problem Solving, Disability, Customer Service, Risk Management, Estate Planning, Retirement Planning, Disability Insurance, Health Insurance, Property & Casualty..., Life Insurance, Sales, Fixed Annuities, Workers Compensation, Leadership, Happy Hour, Securities, Financial Services, Long-term Care, Retirement, Account Management, 401k
Education
Old Dominion University 1986 — 1997
BA, Psychology
W.T. Woodson High School 1983 — 1986
high school diploma
Stuart Tauber Stuart Tauber's The Meltzer Group Experience January 2003 - Present
Job Partner at The Meltzer Group
Industry Financial Services
Experience
The Meltzer Group January 2003 - Present
Washington Financial Group October 1995 - January 2003
Skills
Long-term Care, Insurance, Employee Benefits, Estate Planning, Succession Planning, Retirement Planning, Disability Insurance, Life Insurance, Small Business, Securities, Leadership, Risk Management, Fixed Annuities, Wealth, Mergers & Acquisitions
Education
University of Maryland College Park 1987 — 1991
B.S., Political Science and Economics
The Meltzer Group January 2003 - Present
Washington Financial Group October 1995 - January 2003
Skills
Long-term Care, Insurance, Employee Benefits, Estate Planning, Succession Planning, Retirement Planning, Disability Insurance, Life Insurance, Small Business, Securities, Leadership, Risk Management, Fixed Annuities, Wealth, Mergers & Acquisitions
Education
University of Maryland College Park 1987 — 1991
B.S., Political Science and Economics
Sandi Rosenberg Sandi Rosenberg's The Meltzer Group Experience March 1990 - Present
Job Director of Marketing at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group March 1990 - Present
B'nai B'rith Youth Organization June 1987 - February 1990
Mount Vernon College July 1985 - June 1987
Skills
Insurance, Employee Benefits, Disability Insurance, Health Insurance, Term Life Insurance, Life Insurance, Health Savings Accounts, Microsoft Office, Marketing, Retirement Planning, Mutual Funds, Retirement, Leadership, Long-term Care, 401k, Financial Planning, Property & Casualty..., Strategic Planning, Underwriting, Account Management
Education
University of Maryland College Park 1983 — 1985
M.Ed., Counseling & Personnel Services
Towson University 1977 — 1981
BS, Psychology
The Meltzer Group March 1990 - Present
B'nai B'rith Youth Organization June 1987 - February 1990
Mount Vernon College July 1985 - June 1987
Skills
Insurance, Employee Benefits, Disability Insurance, Health Insurance, Term Life Insurance, Life Insurance, Health Savings Accounts, Microsoft Office, Marketing, Retirement Planning, Mutual Funds, Retirement, Leadership, Long-term Care, 401k, Financial Planning, Property & Casualty..., Strategic Planning, Underwriting, Account Management
Education
University of Maryland College Park 1983 — 1985
M.Ed., Counseling & Personnel Services
Towson University 1977 — 1981
BS, Psychology
Billy Karlin Billy Karlin's The Meltzer Group Experience 1990 - Present
Job President, Meltzer Karlin Property & Casualty
Industry Insurance
Experience
The Meltzer Group 1990 - Present
Skills
Insurance, Employee Benefits, Directors & Officers..., Employment Practices..., Property & Casualty..., Disability Insurance, Legal Liability, Life Insurance, Commercial Insurance
Education
Walt Whitman High School 1980 — 1983
University of Maryland College Park
The Meltzer Group 1990 - Present
Skills
Insurance, Employee Benefits, Directors & Officers..., Employment Practices..., Property & Casualty..., Disability Insurance, Legal Liability, Life Insurance, Commercial Insurance
Education
Walt Whitman High School 1980 — 1983
University of Maryland College Park
Ann Eversmann Kutrow Ann Eversmann Kutrow's The Meltzer Group Experience January 2004 - February 2012
Job Senior Relationship Manager at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group March 2012 - Present
The Meltzer Group January 2004 - February 2012
Principal Financial Group January 2001 - January 2004
MassMutual Retirement Service January 2000 - January 2001
PFPC (formerly First Data Investor Services Group) January 1999 - January 2000
PFPC (formerly First Data Investor Services Group) January 1997 - January 1999
Delaware Charter Guaranteed and Trust Company January 1996 - January 1997
Peninsula United Methodist Homes, Inc January 1994 - January 1996
Education
Providence College
Bachelor of Arts, English; Business
MassMutual Financial Group March 2012 - Present
The Meltzer Group January 2004 - February 2012
Principal Financial Group January 2001 - January 2004
MassMutual Retirement Service January 2000 - January 2001
PFPC (formerly First Data Investor Services Group) January 1999 - January 2000
PFPC (formerly First Data Investor Services Group) January 1997 - January 1999
Delaware Charter Guaranteed and Trust Company January 1996 - January 1997
Peninsula United Methodist Homes, Inc January 1994 - January 1996
Education
Providence College
Bachelor of Arts, English; Business
Kerri Dean Kerri Dean's The Meltzer Group Experience June 2014 - Present
Job Account Manager at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group June 2014 - Present
The Meltzer Group July 2013 - June 2014
The Meltzer Group April 2013 - June 2013
The Meltzer Group April 2011 - April 2013
The Meltzer Group April 2008 - April 2011
RCD & Associates March 2006 - April 2008
Skills
Employee Benefits, Insurance, Disability Insurance, Customer Service, Health Insurance, Account Management, Outlook, Life Insurance, Microsoft Office, Long-term Care, Microsoft Excel, PowerPoint, Underwriting, Leadership, Health Savings Accounts, COBRA, Benefits Administration, Human Resources, CRM, Awesomeness
Education
Colorado Technical University 2007 — 2009
Associates, Business Administration
The Meltzer Group June 2014 - Present
The Meltzer Group July 2013 - June 2014
The Meltzer Group April 2013 - June 2013
The Meltzer Group April 2011 - April 2013
The Meltzer Group April 2008 - April 2011
RCD & Associates March 2006 - April 2008
Skills
Employee Benefits, Insurance, Disability Insurance, Customer Service, Health Insurance, Account Management, Outlook, Life Insurance, Microsoft Office, Long-term Care, Microsoft Excel, PowerPoint, Underwriting, Leadership, Health Savings Accounts, COBRA, Benefits Administration, Human Resources, CRM, Awesomeness
Education
Colorado Technical University 2007 — 2009
Associates, Business Administration
Patrick J. Smyth's The Meltzer Group Experience 2006 - 2007
Job Managing Director at PwC
Industry Financial Services
Experience
PwC July 2007 - Present
The Meltzer Group 2006 - 2007
Montgomery Insurance 2002 - 2006
Liberty Mutual Insurance 1996 - 2001
Skills
Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Managerial Finance, M&A experience, M&A support, Cost Management, Insurance, Finance Transformation, Cost Reduction..., Team Leadership, Acquisition Integration
Education
Boston College
BS, Finance, General
Boston University Graduate School of Management
Master of Business Administration (MBA), Finance, General
PwC July 2007 - Present
The Meltzer Group 2006 - 2007
Montgomery Insurance 2002 - 2006
Liberty Mutual Insurance 1996 - 2001
Skills
Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Managerial Finance, M&A experience, M&A support, Cost Management, Insurance, Finance Transformation, Cost Reduction..., Team Leadership, Acquisition Integration
Education
Boston College
BS, Finance, General
Boston University Graduate School of Management
Master of Business Administration (MBA), Finance, General
Lindsay Gombos Lindsay Gombos's The Meltzer Group Experience February 2011 - June 2012
Job Admissions Representative
Industry Higher Education
Experience
Brown Mackie College October 2014 - Present
State Career College June 2012 - March 2014
College Audit Solutions June 2012 - July 2013
The Meltzer Group February 2011 - June 2012
Skills
Customer Service, Event Planning, Account Management, Leadership
Education
University of Maryland College Park 2001 — 2005
Bachelor of Science (BS), Education
Rockville High School
Brown Mackie College October 2014 - Present
State Career College June 2012 - March 2014
College Audit Solutions June 2012 - July 2013
The Meltzer Group February 2011 - June 2012
Skills
Customer Service, Event Planning, Account Management, Leadership
Education
University of Maryland College Park 2001 — 2005
Bachelor of Science (BS), Education
Rockville High School
Nathan Rasmussen, AIF® Nathan Rasmussen, AIF®'s The Meltzer Group Experience March 2012 - Present
Job Senior Retirement Plan Consultant at The Meltzer Group
Industry Financial Services
Experience
The Meltzer Group March 2012 - Present
DWS Trust Company July 2011 - March 2012
DWS Investments December 2005 - March 2012
CitiStreet 2003 - 2005
CitiStreet 2000 - 2003
CitiStreet (Formerly State Street Bank and Trust Company) 1996 - 2000
Mobius Tech, Inc. 1993 - 1996
DCP Administrators October 1988 - June 1993
Skills
CRM, Retirement Planning, Retirement, 401k, Investments, Pensions, Asset Managment, Mutual Funds
Education
State University of New York College at Oswego 1983 — 1988
BA, Mathematics
The Meltzer Group March 2012 - Present
DWS Trust Company July 2011 - March 2012
DWS Investments December 2005 - March 2012
CitiStreet 2003 - 2005
CitiStreet 2000 - 2003
CitiStreet (Formerly State Street Bank and Trust Company) 1996 - 2000
Mobius Tech, Inc. 1993 - 1996
DCP Administrators October 1988 - June 1993
Skills
CRM, Retirement Planning, Retirement, 401k, Investments, Pensions, Asset Managment, Mutual Funds
Education
State University of New York College at Oswego 1983 — 1988
BA, Mathematics
Emily Owen's The Meltzer Group Experience January 2014 - Present
Job Account Manager at The Meltzer Group
Industry Management Consulting
Experience
The Meltzer Group January 2014 - Present
The Meltzer Group August 2012 - December 2013
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, Insurance, Outlook, Event Planning, Microsoft Excel
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
RMIT University
Business Administration and Management, General
The Meltzer Group January 2014 - Present
The Meltzer Group August 2012 - December 2013
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, Insurance, Outlook, Event Planning, Microsoft Excel
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
RMIT University
Business Administration and Management, General
Michael Hoch Michael Hoch's The Meltzer Group Experience November 2007 - Present
Job Investment Advisor at The Meltzer Group and Partner for Meltzer Private Client Services
Industry Investment Management
Experience
The Meltzer Group November 2007 - Present
New York Life Insurance Company June 1997 - July 2007
Skills
Insurance, Employee Benefits, Fixed Annuities, Credit, Mutual Funds, Life Insurance, Long-term Care, Retirement, Disability Insurance, Retirement Planning, 401k
Education
University of Maryland College Park 1984 — 1989
B.A, Communication
University of Hartford
The Meltzer Group November 2007 - Present
New York Life Insurance Company June 1997 - July 2007
Skills
Insurance, Employee Benefits, Fixed Annuities, Credit, Mutual Funds, Life Insurance, Long-term Care, Retirement, Disability Insurance, Retirement Planning, 401k
Education
University of Maryland College Park 1984 — 1989
B.A, Communication
University of Hartford
Katherine Makrides Katherine Makrides's The Meltzer Group Experience July 2011 - December 2012
Job Business Development Manager at Offit Kurman, P.A.
Industry Public Relations and Communications
Experience
Offit Kurman, P.A. April 2014 - Present
The Meltzer Group July 2011 - December 2012
Wells Fargo Home Mortgage October 2008 - August 2010
Skills
Public Relations, Marketing Strategy, Business Development, Account Management, Microsoft Word, Event Planning, Team Building, Social Media Marketing, Public Speaking, Real Estate, PowerPoint, Sales, Social Media, Microsoft Excel, Marketing, Microsoft Office, Mortgage Lending, Customer Service, New Business Development, Program Management, Leadership, Management, Project Management, Sales Management, Contract Negotiation, Government, Budgets, Event Management, Negotiation, Finance, Social Networking
Education
University of Maryland College Park 2013 — 2015
Master's degree
University of Maryland College Park
Bachelor's degree, Communication and Media Studies
Offit Kurman, P.A. April 2014 - Present
The Meltzer Group July 2011 - December 2012
Wells Fargo Home Mortgage October 2008 - August 2010
Skills
Public Relations, Marketing Strategy, Business Development, Account Management, Microsoft Word, Event Planning, Team Building, Social Media Marketing, Public Speaking, Real Estate, PowerPoint, Sales, Social Media, Microsoft Excel, Marketing, Microsoft Office, Mortgage Lending, Customer Service, New Business Development, Program Management, Leadership, Management, Project Management, Sales Management, Contract Negotiation, Government, Budgets, Event Management, Negotiation, Finance, Social Networking
Education
University of Maryland College Park 2013 — 2015
Master's degree
University of Maryland College Park
Bachelor's degree, Communication and Media Studies
Ray Corneau, QKA Ray Corneau, QKA's The Meltzer Group Experience October 2011 - Present
Job Director of Retirement Plan Consulting at The Meltzer Group
Industry Financial Services
Experience
The Meltzer Group October 2011 - Present
The Meltzer Group February 2011 - October 2011
Prudential Financial March 2007 - March 2011
Prudential Financial March 1998 - March 2007
Prudential Financial February 1997 - March 1998
Skills
Retirement Plan..., Investments, Relationship Management, Qualified Retirement..., Vendor Management, Vendor Relationships, Team Leadership, Mutual Funds, ERISA, Delivering Results, Customer Service, Customer Satisfaction, Customer Retention, Pensions, Retirement Planning, Retirement, 401k, Securities, FINRA, Financial Services, Series 6
Education
Rutgers University-New Brunswick
Bachelor of Arts, Economics
The Meltzer Group October 2011 - Present
The Meltzer Group February 2011 - October 2011
Prudential Financial March 2007 - March 2011
Prudential Financial March 1998 - March 2007
Prudential Financial February 1997 - March 1998
Skills
Retirement Plan..., Investments, Relationship Management, Qualified Retirement..., Vendor Management, Vendor Relationships, Team Leadership, Mutual Funds, ERISA, Delivering Results, Customer Service, Customer Satisfaction, Customer Retention, Pensions, Retirement Planning, Retirement, 401k, Securities, FINRA, Financial Services, Series 6
Education
Rutgers University-New Brunswick
Bachelor of Arts, Economics
Rich DiPippo Rich DiPippo's The Meltzer Group Experience April 2008 - Present
Job at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group April 2008 - Present
RCD & Associates June 2000 - January 2010
New York Life Insurance Company October 1985 - February 2008
Skills
Insurance, Estate Planning, Life Insurance, Employee Benefits, Disability Insurance, Retirement Planning, Retirement, Wealth, Small Business, Health Insurance, Long Term Care Insurance, Fixed Annuities, Mergers & Acquisitions, Financial Services, Strategy
Education
The George Washington University 1975 — 1979
BA, EDUCATION/HISTORY
longmeadow high school 1971 — 1975
longmeadow high school
The Meltzer Group April 2008 - Present
RCD & Associates June 2000 - January 2010
New York Life Insurance Company October 1985 - February 2008
Skills
Insurance, Estate Planning, Life Insurance, Employee Benefits, Disability Insurance, Retirement Planning, Retirement, Wealth, Small Business, Health Insurance, Long Term Care Insurance, Fixed Annuities, Mergers & Acquisitions, Financial Services, Strategy
Education
The George Washington University 1975 — 1979
BA, EDUCATION/HISTORY
longmeadow high school 1971 — 1975
longmeadow high school
Robert Finfer Robert Finfer's The Meltzer Group Experience August 2010 - November 2013
Job Founder/ CEO Integrity Capital Partners, LLC
Industry Insurance
Experience
Integrity Capital Partners, LLC January 2000 - Present
American University January 2007 - December 2014
The Meltzer Group August 2010 - November 2013
JCC of the Greater Washington Area August 2012 - August 2013
Jewish Social Service Agency January 2008 - September 2011
Tranex Credit Corporation 1999 - 2001
Franklin Acceptance Corporation 1989 - 1998
Skills
Life Insurance, Estate Planning, Private Equity, Real Estate, Premium Financing, Life Settlements, Entertainment, Employee Benefits, Leadership, Insurance, Fixed Annuities, Investments, Alternative Investments, Retirement Planning, Strategic Financial..., Capital, Disability Insurance, Finance, Financial Advisory, Financial Planners, Health Insurance, Financial Services, Long-term Care, Retirement
Education
American University - Kogod School of Business 1983 — 1987
BSBA, Finance
Commack South High School 1979 — 1983
Integrity Capital Partners, LLC January 2000 - Present
American University January 2007 - December 2014
The Meltzer Group August 2010 - November 2013
JCC of the Greater Washington Area August 2012 - August 2013
Jewish Social Service Agency January 2008 - September 2011
Tranex Credit Corporation 1999 - 2001
Franklin Acceptance Corporation 1989 - 1998
Skills
Life Insurance, Estate Planning, Private Equity, Real Estate, Premium Financing, Life Settlements, Entertainment, Employee Benefits, Leadership, Insurance, Fixed Annuities, Investments, Alternative Investments, Retirement Planning, Strategic Financial..., Capital, Disability Insurance, Finance, Financial Advisory, Financial Planners, Health Insurance, Financial Services, Long-term Care, Retirement
Education
American University - Kogod School of Business 1983 — 1987
BSBA, Finance
Commack South High School 1979 — 1983
Andrew Kopp Andrew Kopp's The Meltzer Group Experience June 2015 - Present
Job Client Advocate at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group June 2015 - Present
The Meltzer Group May 2008 - April 2013
Skills
Employee Benefits, Insurance, Health Insurance, Customer Service, Disability Insurance, Life Insurance, Outlook, Account Management, Retirement, Sales, Long-term Care, Investments, Data Analysis, Underwriting, Benefits Administration, Health Savings Accounts, Fixed Annuities, Retirement Planning, 401k, COBRA
Education
University of Delaware 2004 — 2008
BA, Poltical Science
The Meltzer Group June 2015 - Present
The Meltzer Group May 2008 - April 2013
Skills
Employee Benefits, Insurance, Health Insurance, Customer Service, Disability Insurance, Life Insurance, Outlook, Account Management, Retirement, Sales, Long-term Care, Investments, Data Analysis, Underwriting, Benefits Administration, Health Savings Accounts, Fixed Annuities, Retirement Planning, 401k, COBRA
Education
University of Delaware 2004 — 2008
BA, Poltical Science
Amin Haririnia Amin Haririnia's The Meltzer Group Experience July 2010 - August 2010
Job MidMarket Enterprise Analyst at LinkedIn
Industry Internet
Experience
LinkedIn June 2015 - Present
Beghou Consulting July 2014 - May 2015
Beghou Consulting July 2013 - July 2014
CentriCycle, Inc January 2011 - May 2013
University of Michigan January 2012 - April 2013
IMG Rebel June 2012 - August 2012
GT Players Inc. June 2010 - August 2012
Thrillist July 2011 - September 2011
Coach Lun and Fast Break Basketball Camp June 2006 - July 2011
The Meltzer Group July 2010 - August 2010
Skills
Microsoft Excel, Data Analysis, Business Strategy, PowerPoint, Strategic Insights, Strategic Planning, Microsoft Office, Business Analysis, Business Development, Leadership, SAS programming, VBA, Project Management, Market Analysis, User Interface Design, Wire Framing, Salesforce.com..., Process Improvement, Social Entrepreneurship, HTML, Mathematica, Adobe Acrobat, Wordpress, Analytics, Microsoft Word, Social Media, Market Research, Management
Education
University of Michigan 2009 — 2013
Bachelor of Arts, Economics and Psychology
Walt Whitman High School 2005 — 2009
LinkedIn June 2015 - Present
Beghou Consulting July 2014 - May 2015
Beghou Consulting July 2013 - July 2014
CentriCycle, Inc January 2011 - May 2013
University of Michigan January 2012 - April 2013
IMG Rebel June 2012 - August 2012
GT Players Inc. June 2010 - August 2012
Thrillist July 2011 - September 2011
Coach Lun and Fast Break Basketball Camp June 2006 - July 2011
The Meltzer Group July 2010 - August 2010
Skills
Microsoft Excel, Data Analysis, Business Strategy, PowerPoint, Strategic Insights, Strategic Planning, Microsoft Office, Business Analysis, Business Development, Leadership, SAS programming, VBA, Project Management, Market Analysis, User Interface Design, Wire Framing, Salesforce.com..., Process Improvement, Social Entrepreneurship, HTML, Mathematica, Adobe Acrobat, Wordpress, Analytics, Microsoft Word, Social Media, Market Research, Management
Education
University of Michigan 2009 — 2013
Bachelor of Arts, Economics and Psychology
Walt Whitman High School 2005 — 2009
Jeffrey Woodhouse Jeffrey Woodhouse's The Meltzer Group Experience September 2013 - Present
Job Healthcare Reform Strategist, Employee Benefit Expert, Business Development
Industry Insurance
Experience
The Meltzer Group September 2013 - Present
Wildwood Linen Supply Co May 2013 - September 2013
Skills
Account Management, Business Development, Insurance, Sales, Customer Service, Marketing, Management, New Business Development, Leadership, Sales Management, Life Insurance, Strategic Planning, Disability Insurance, Employee Benefits, Public Speaking
Education
Salisbury University 2010 — 2013
Bachelor's Degree, Communication and Media Studies
The Meltzer Group September 2013 - Present
Wildwood Linen Supply Co May 2013 - September 2013
Skills
Account Management, Business Development, Insurance, Sales, Customer Service, Marketing, Management, New Business Development, Leadership, Sales Management, Life Insurance, Strategic Planning, Disability Insurance, Employee Benefits, Public Speaking
Education
Salisbury University 2010 — 2013
Bachelor's Degree, Communication and Media Studies
Ethan Foxman's The Meltzer Group Experience January 2014 - Present
Job
Industry Insurance
Experience
The Meltzer Group January 2014 - Present
Group Dental Service, Inc. (acquired by Coventry Healthcare in 2008) January 1999 - August 2013
Skills
Strategic Planning, Business Development, Mergers & Acquisitions, Healthcare Management, Entrepreneurship, Insurance, Business Strategy, Healthcare, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Vermont 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Economics
The Meltzer Group January 2014 - Present
Group Dental Service, Inc. (acquired by Coventry Healthcare in 2008) January 1999 - August 2013
Skills
Strategic Planning, Business Development, Mergers & Acquisitions, Healthcare Management, Entrepreneurship, Insurance, Business Strategy, Healthcare, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Vermont 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Economics
Ryan Ranan Butler Ryan Ranan Butler's The Meltzer Group Experience January 2011 - Present
Job The Meltzer Group
Industry Financial Services
Experience
The Meltzer Group January 2011 - Present
Mass Mutual July 2010 - December 2010
Skills
Employee Benefits, Long Term Care, Estate Planning, Life Insurance, Health Insurance, Retirement Planning, Property & Casualty..., Retirement, Disability Insurance, Long-term Care, Leadership, Insurance, Finance, Fixed Annuities, Financial Advisory, Financial Services, Sales, Wealth Management, Investments, Securities, 401k, Mutual Funds
Education
University of Maryland College Park
The Meltzer Group January 2011 - Present
Mass Mutual July 2010 - December 2010
Skills
Employee Benefits, Long Term Care, Estate Planning, Life Insurance, Health Insurance, Retirement Planning, Property & Casualty..., Retirement, Disability Insurance, Long-term Care, Leadership, Insurance, Finance, Fixed Annuities, Financial Advisory, Financial Services, Sales, Wealth Management, Investments, Securities, 401k, Mutual Funds
Education
University of Maryland College Park
Patrick Davis's The Meltzer Group Experience 2005 - 2007
Job Senior Officer, Strategy at Calvert Social Investment Foundation, Inc
Industry Financial Services
Experience
Calvert Social Investment Foundation, Inc July 2013 - Present
Calvert Social Investment Foundation, Inc January 2012 - June 2013
Calvert Social Investment Foundation, Inc August 2010 - December 2011
Calvert Social Investment Foundation, Inc August 2008 - July 2010
The Meltzer Group 2005 - 2007
Center for Student Opportunity June 2006 - September 2006
Skills
Social Media, Nonprofits, Fundraising, Non-profits, Financial Analysis, Research, International..., Strategic Planning, Strategy, Investments, Event Planning, Management, Sustainability, Salesforce.com..., Joomla, WordPress, Google Analytics, Google Adwords, User Experience Design, User Experience Testing, Web Development, Business Development, Entrepreneurship, Analysis, Business Strategy, Community Engagement, Finance, Data Analysis, Community Development, Social Entrepreneurship, Social Media Marketing
Education
General Assembly 2015 — 2015
Front End Web Development (FEWD)
General Assembly 2014 — 2014
User Experience Design (UXD)
University of Maryland College Park 2004 — 2008
Bachelor of Arts (B.A.), Economics, Departmental Achievement Award
University of Maryland College Park 2004 — 2008
Bachelor of Arts (B.A.), Government and Politics
University of Maryland College Park 2004 — 2008
Minor, Latin American Studies
Calvert Social Investment Foundation, Inc July 2013 - Present
Calvert Social Investment Foundation, Inc January 2012 - June 2013
Calvert Social Investment Foundation, Inc August 2010 - December 2011
Calvert Social Investment Foundation, Inc August 2008 - July 2010
The Meltzer Group 2005 - 2007
Center for Student Opportunity June 2006 - September 2006
Skills
Social Media, Nonprofits, Fundraising, Non-profits, Financial Analysis, Research, International..., Strategic Planning, Strategy, Investments, Event Planning, Management, Sustainability, Salesforce.com..., Joomla, WordPress, Google Analytics, Google Adwords, User Experience Design, User Experience Testing, Web Development, Business Development, Entrepreneurship, Analysis, Business Strategy, Community Engagement, Finance, Data Analysis, Community Development, Social Entrepreneurship, Social Media Marketing
Education
General Assembly 2015 — 2015
Front End Web Development (FEWD)
General Assembly 2014 — 2014
User Experience Design (UXD)
University of Maryland College Park 2004 — 2008
Bachelor of Arts (B.A.), Economics, Departmental Achievement Award
University of Maryland College Park 2004 — 2008
Bachelor of Arts (B.A.), Government and Politics
University of Maryland College Park 2004 — 2008
Minor, Latin American Studies
Brittany Oxley's The Meltzer Group Experience June 2010 - June 2011
Job Global Enterprise Account Executive at Signiant
Industry Computer Software
Experience
Signiant April 2015 - Present
Signiant October 2013 - Present
PTC April 2013 - October 2013
TechTarget September 2011 - April 2013
Brooks Marine Group July 2011 - September 2011
The Meltzer Group June 2010 - June 2011
Pure Consulting May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Account Management, Event Planning, Public Relations, Customer Service, Marketing, Microsoft Office, Microsoft Word, Research, Social Media Marketing, Sales, Leadership, Market Research
Education
Coastal Carolina University 2005 — 2010
BA Psychology
Signiant April 2015 - Present
Signiant October 2013 - Present
PTC April 2013 - October 2013
TechTarget September 2011 - April 2013
Brooks Marine Group July 2011 - September 2011
The Meltzer Group June 2010 - June 2011
Pure Consulting May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Account Management, Event Planning, Public Relations, Customer Service, Marketing, Microsoft Office, Microsoft Word, Research, Social Media Marketing, Sales, Leadership, Market Research
Education
Coastal Carolina University 2005 — 2010
BA Psychology
Amanda Scanlon's The Meltzer Group Experience January 2015 - Present
Job Marketing Coordinator at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group January 2015 - Present
Amanda Scanlon 2010 - Present
Society for Neuroscience February 2012 - January 2015
International Brotherhood of Teamsters August 2007 - October 2011
The Creative Group 2007 - 2008
The Atlantic Media Company January 2006 - May 2007
The Borenstein Group 2007 - 2007
Skills
Adobe Creative Suite, Adobe Acrobat, Adobe Bridge, Illustrator, InDesign, Photoshop, QuarkXPress, Graphic Design, Typography, Visual Communication, Microsoft Office, Publications, Logo Design, Brochures, Corporate Identity, Flyers, Corporate Branding, Banners, Layout, Flash Animation, Posters, CMS, Image Editing, Branding, WordPress, Invitations, Pre-press, Web Design, Graphics, Stationery, Dreamweaver, Photography, Business Cards, Packaging, Illustration, Flash, Newsletters, Direct Mail, Magazines, Mac
Education
The Art Institute of Washington 2002 — 2005
Bachelor's Degree, Graphic Design
The Meltzer Group January 2015 - Present
Amanda Scanlon 2010 - Present
Society for Neuroscience February 2012 - January 2015
International Brotherhood of Teamsters August 2007 - October 2011
The Creative Group 2007 - 2008
The Atlantic Media Company January 2006 - May 2007
The Borenstein Group 2007 - 2007
Skills
Adobe Creative Suite, Adobe Acrobat, Adobe Bridge, Illustrator, InDesign, Photoshop, QuarkXPress, Graphic Design, Typography, Visual Communication, Microsoft Office, Publications, Logo Design, Brochures, Corporate Identity, Flyers, Corporate Branding, Banners, Layout, Flash Animation, Posters, CMS, Image Editing, Branding, WordPress, Invitations, Pre-press, Web Design, Graphics, Stationery, Dreamweaver, Photography, Business Cards, Packaging, Illustration, Flash, Newsletters, Direct Mail, Magazines, Mac
Education
The Art Institute of Washington 2002 — 2005
Bachelor's Degree, Graphic Design
Nicholas Vassos's The Meltzer Group Experience July 2013 - Present
Job Financial Professional at The Meltzer Group
Industry Financial Services
Experience
The Meltzer Group July 2013 - Present
Skills
Wealth Management..., Financial Services, Securities, Employee Benefits, Mutual Funds, Public Speaking, Retirement, Customer Service
Education
Georgetown University 2009 — 2013
Bachelor of Science in Business Administration, Major in Business Management and Marketing Minor
The Landon School 2004 — 2009
High School
The Meltzer Group July 2013 - Present
Skills
Wealth Management..., Financial Services, Securities, Employee Benefits, Mutual Funds, Public Speaking, Retirement, Customer Service
Education
Georgetown University 2009 — 2013
Bachelor of Science in Business Administration, Major in Business Management and Marketing Minor
The Landon School 2004 — 2009
High School
Stephanie Greenhow Stephanie Greenhow's The Meltzer Group Experience August 2011 - December 2014
Job Account Coordinator at The Meltzer Group
Industry Insurance
Experience
HM Insurance Group December 2014 - Present
The Meltzer Group August 2011 - December 2014
MetLife August 2006 - July 2011
Mutual of Omaha June 2004 - June 2006
Skills
Insurance, Customer Service, Microsoft Office, Outlook, Microsoft Excel, Administrative..., Consulting, Disability Insurance, Life Insurance, Health Insurance, Employee Benefits, Accident Insurance, Health Savings Accounts, Benefits Administration, Claim, Leadership, Sales, Term Life Insurance, Underwriting
Education
Strayer University (VA) 2007 — 2011
Associate of Arts (A.A.), Business Administration, Management and Operations
HM Insurance Group December 2014 - Present
The Meltzer Group August 2011 - December 2014
MetLife August 2006 - July 2011
Mutual of Omaha June 2004 - June 2006
Skills
Insurance, Customer Service, Microsoft Office, Outlook, Microsoft Excel, Administrative..., Consulting, Disability Insurance, Life Insurance, Health Insurance, Employee Benefits, Accident Insurance, Health Savings Accounts, Benefits Administration, Claim, Leadership, Sales, Term Life Insurance, Underwriting
Education
Strayer University (VA) 2007 — 2011
Associate of Arts (A.A.), Business Administration, Management and Operations
Jakob Engelke's The Meltzer Group Experience June 2013 - Present
Job Account Manager at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group June 2013 - Present
InsideMDSports.com August 2011 - May 2013
SB Nation August 2012 - February 2013
The Baltimore Sun May 2011 - August 2011
The Office of Information Technology May 2011 - August 2011
The Diamondback September 2008 - August 2011
Capital Gazette Communications, Inc. May 2010 - August 2010
Skills
InDesign, Final Cut Express, Photoshop, Social Media, Adobe Audition, Microsoft Office, Google Docs, Ap Style, Journalism, Online Journalism, Sports Writing, Breaking News, Headline Writing, Blogging, Commentary, Digital Media, SEO, Editing
Education
University of Maryland College Park 2008 — 2012
BA, Journalism
The Meltzer Group June 2013 - Present
InsideMDSports.com August 2011 - May 2013
SB Nation August 2012 - February 2013
The Baltimore Sun May 2011 - August 2011
The Office of Information Technology May 2011 - August 2011
The Diamondback September 2008 - August 2011
Capital Gazette Communications, Inc. May 2010 - August 2010
Skills
InDesign, Final Cut Express, Photoshop, Social Media, Adobe Audition, Microsoft Office, Google Docs, Ap Style, Journalism, Online Journalism, Sports Writing, Breaking News, Headline Writing, Blogging, Commentary, Digital Media, SEO, Editing
Education
University of Maryland College Park 2008 — 2012
BA, Journalism
Luanne Welch Brill Luanne Welch Brill's The Meltzer Group Experience January 2013 - Present
Job Client Advocate at The Meltzer Group
Industry Health, Wellness and Fitness
Experience
The Meltzer Group January 2013 - Present
The Meltzer Group 2013 - Present
Florida Blue February 2007 - December 2012
CareFirst BlueCross BlueShield April 1998 - December 2006
Skills
Marketing
Education
St. Petersburg College
The Meltzer Group January 2013 - Present
The Meltzer Group 2013 - Present
Florida Blue February 2007 - December 2012
CareFirst BlueCross BlueShield April 1998 - December 2006
Skills
Marketing
Education
St. Petersburg College
Doni Jantzen Doni Jantzen's The Meltzer Group Experience October 2008 - September 2010
Job Gwynnie Bee
Industry Internet
Experience
Gwynnie Bee March 2013 - Present
Clearview Capital Management LLC September 2010 - February 2013
The Meltzer Group October 2008 - September 2010
Lenox Advisors August 2007 - October 2008
Education
Hofstra University 2003 — 2007
BA
Gwynnie Bee March 2013 - Present
Clearview Capital Management LLC September 2010 - February 2013
The Meltzer Group October 2008 - September 2010
Lenox Advisors August 2007 - October 2008
Education
Hofstra University 2003 — 2007
BA
Eduardo Vivas's The Meltzer Group Experience July 2012 - June 2013
Job Project Manager at Nacional Records
Industry Music
Experience
Nacional Records September 2014 - Present
SoundExchange July 2013 - September 2014
The Meltzer Group July 2012 - June 2013
United Business Technologies January 2012 - May 2012
CDW July 2011 - January 2012
University of Alabama August 2010 - May 2011
Watergun Studios December 2010 - January 2011
Dwellworks, LLC May 2010 - January 2011
Dwellworks, LLC May 2010 - January 2011
Watergun Studios June 2009 - August 2009
Skills
New Business Development, Account Management, Customer Service, Social Media Marketing, Outlook, Sales, Social Media, Salesforce.com, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Sales Management, Training
Education
University of Alabama 2006 — 2011
BA, International Studies, Spanish
St. John's CHS 2002 — 2006
Nacional Records September 2014 - Present
SoundExchange July 2013 - September 2014
The Meltzer Group July 2012 - June 2013
United Business Technologies January 2012 - May 2012
CDW July 2011 - January 2012
University of Alabama August 2010 - May 2011
Watergun Studios December 2010 - January 2011
Dwellworks, LLC May 2010 - January 2011
Dwellworks, LLC May 2010 - January 2011
Watergun Studios June 2009 - August 2009
Skills
New Business Development, Account Management, Customer Service, Social Media Marketing, Outlook, Sales, Social Media, Salesforce.com, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Sales Management, Training
Education
University of Alabama 2006 — 2011
BA, International Studies, Spanish
St. John's CHS 2002 — 2006
Jesse Tomares Jesse Tomares's The Meltzer Group Experience 2009 - 2009
Job Sports Consulting at Creative Artists Agency
Industry Sports
Experience
Creative Artists Agency March 2014 - Present
Creative Artists Agency February 2013 - March 2014
Octagon August 2010 - December 2010
The Meltzer Group 2009 - 2009
Athletes For Hope 2008 - 2008
Washington Nationals 2007 - 2007
Skills
Sports Marketing, Sports Management, Sponsorship, Social Media Marketing, Public Relations, Marketing, Sports, Public Speaking
Education
Georgetown University 2010 — 2011
Masters, Sports Industry Management
University of Michigan 2006 — 2010
B.A., Economics
Creative Artists Agency March 2014 - Present
Creative Artists Agency February 2013 - March 2014
Octagon August 2010 - December 2010
The Meltzer Group 2009 - 2009
Athletes For Hope 2008 - 2008
Washington Nationals 2007 - 2007
Skills
Sports Marketing, Sports Management, Sponsorship, Social Media Marketing, Public Relations, Marketing, Sports, Public Speaking
Education
Georgetown University 2010 — 2011
Masters, Sports Industry Management
University of Michigan 2006 — 2010
B.A., Economics
Mia Hurrin Mia Hurrin's The Meltzer Group Experience October 2014 - Present
Job Account Manager at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group October 2014 - Present
The Meltzer Group October 2011 - Present
Skills
Employee Benefits, Customer Service, Insurance, Microsoft Excel, PowerPoint, Leadership, Outlook, Microsoft Word, Microsoft Office, Analysis, Marketing, Facebook, Sales, Cold Calling, Account Management, Event Planning, Team Leadership, Social Media, Social Media Marketing, Social Networking, Strategic Planning, Public Speaking, Salesforce.com, Training, Team Building, Recruiting, Sales Management, Management, Public Relations, Research, Marketing Strategy, Teamwork, Market Research, Human Resources, Business Development, Advertising, Time Management, New Business Development, Data Analysis, Lead Generation, Online Marketing
Education
University of North Carolina at Chapel Hill 2007 — 2011
BA, Management
The Meltzer Group October 2014 - Present
The Meltzer Group October 2011 - Present
Skills
Employee Benefits, Customer Service, Insurance, Microsoft Excel, PowerPoint, Leadership, Outlook, Microsoft Word, Microsoft Office, Analysis, Marketing, Facebook, Sales, Cold Calling, Account Management, Event Planning, Team Leadership, Social Media, Social Media Marketing, Social Networking, Strategic Planning, Public Speaking, Salesforce.com, Training, Team Building, Recruiting, Sales Management, Management, Public Relations, Research, Marketing Strategy, Teamwork, Market Research, Human Resources, Business Development, Advertising, Time Management, New Business Development, Data Analysis, Lead Generation, Online Marketing
Education
University of North Carolina at Chapel Hill 2007 — 2011
BA, Management
Brian G. Lizzi, AIF®, CFS®, C(k)P®'s The Meltzer Group Experience December 2006 - October 2010
Job Director, Retirement Plans Division at TriBridge Partners
Industry Investment Management
Experience
The Jordan Insurance Group, LLC January 2011 - May 2012
The Meltzer Group December 2006 - October 2010
MassMutual Financial Group September 2003 - December 2006
Education
Towson University
B.S. (Double Major), Business Administration and Computer Information Systems
The Jordan Insurance Group, LLC January 2011 - May 2012
The Meltzer Group December 2006 - October 2010
MassMutual Financial Group September 2003 - December 2006
Education
Towson University
B.S. (Double Major), Business Administration and Computer Information Systems
Renee Edmonston's The Meltzer Group Experience 1988 - 1994
Job Art / Visual Communications / Graphic Design / Business System Analyst
Industry Graphic Design
Experience
Edmonston Studios 1997 - Present
Loudoun Country Day School September 2008 - Present
The Nassal Company 2001 - 2008
Montverde Academy 2004 - 2006
Universal Orlando 1995 - 2000
The Meltzer Group 1988 - 1994
Skills
Art, Museums, Graphics, Social Media, Art Direction, InDesign, Photography, Photoshop, Public Speaking, Event Planning, Adobe Creative Suite, Graphic Design, Fine Art, Customer Service, Creative Direction, Illustrator, Crystal Reports
Education
American Intercontinental University
BFA, Visual Communications Digital Design
Edmonston Studios 1997 - Present
Loudoun Country Day School September 2008 - Present
The Nassal Company 2001 - 2008
Montverde Academy 2004 - 2006
Universal Orlando 1995 - 2000
The Meltzer Group 1988 - 1994
Skills
Art, Museums, Graphics, Social Media, Art Direction, InDesign, Photography, Photoshop, Public Speaking, Event Planning, Adobe Creative Suite, Graphic Design, Fine Art, Customer Service, Creative Direction, Illustrator, Crystal Reports
Education
American Intercontinental University
BFA, Visual Communications Digital Design
Sarah Hodian Sarah Hodian's The Meltzer Group Experience August 2014 - Present
Job Financial Consultant at The Meltzer Group
Industry Financial Services
Experience
The Meltzer Group August 2014 - Present
CharityEngine February 2013 - July 2014
Adtech Systems May 2012 - July 2012
Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Social Media Marketing, HTML, Public Speaking, Marketing, Advertising, Marketing Strategy, Management, Public Relations, Leadership, Social Networking, Consulting
Education
University of Maryland College Park 2010 — 2014
Bachelor's of Science, Finance
Lincoln-Sudbury Regional High School 2006 — 2010
High School Diploma
The Meltzer Group August 2014 - Present
CharityEngine February 2013 - July 2014
Adtech Systems May 2012 - July 2012
Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Social Media Marketing, HTML, Public Speaking, Marketing, Advertising, Marketing Strategy, Management, Public Relations, Leadership, Social Networking, Consulting
Education
University of Maryland College Park 2010 — 2014
Bachelor's of Science, Finance
Lincoln-Sudbury Regional High School 2006 — 2010
High School Diploma
Jesse Garchik Jesse Garchik's The Meltzer Group Experience October 2008 - March 2011
Job Director of Development at American Heart Association | American Stroke Association
Industry Public Relations and Communications
Experience
American Heart Association American Stroke Association September 2014 - Present
Ogilvy PR January 2013 - August 2014
Self-Employed January 2005 - 2013
Quadrant, Inc. March 2011 - May 2012
The Meltzer Group October 2008 - March 2011
Bullis January 2008 - June 2008
Skills
Social Media, Public Speaking, Microsoft Office, PowerPoint, Customer Service, Research, Event Planning, Employee Benefits, Facebook, Microsoft Excel, Microsoft Word, Technical Recruiting, Cold Calling, Editing, Recruiting, InDesign, Marketing Communications, Public Relations, Interviews, Social Networking, Outlook, Social Media Marketing, Training, Management
Education
University of Maryland College Park 2005 — 2008
BA, English Language and Literature, General
Syracuse University 2004 — 2004
Journalism
American Heart Association American Stroke Association September 2014 - Present
Ogilvy PR January 2013 - August 2014
Self-Employed January 2005 - 2013
Quadrant, Inc. March 2011 - May 2012
The Meltzer Group October 2008 - March 2011
Bullis January 2008 - June 2008
Skills
Social Media, Public Speaking, Microsoft Office, PowerPoint, Customer Service, Research, Event Planning, Employee Benefits, Facebook, Microsoft Excel, Microsoft Word, Technical Recruiting, Cold Calling, Editing, Recruiting, InDesign, Marketing Communications, Public Relations, Interviews, Social Networking, Outlook, Social Media Marketing, Training, Management
Education
University of Maryland College Park 2005 — 2008
BA, English Language and Literature, General
Syracuse University 2004 — 2004
Journalism
Jack Abel's The Meltzer Group Experience PresidentThe Meltzer Group1992 - Present
Job President at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group PresidentThe Meltzer Group1992 - Present
Education
University of Pennsylvania - The Wharton School 1971 — 1975
BS, Economics
The Meltzer Group PresidentThe Meltzer Group1992 - Present
Education
University of Pennsylvania - The Wharton School 1971 — 1975
BS, Economics
Lauren Thorne ALMI, ACS's The Meltzer Group Experience February 2006 - July 2008
Job Underwriter at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services February 2013 - Present
Crump Life Insurance Services March 2010 - February 2013
Crump Life Insurance Services August 2008 - March 2010
The Meltzer Group February 2006 - July 2008
Skills
Insurance, Life Insurance, Underwriting, Term Life Insurance, Customer Service, Investments, Relationship Management, Universal Life, Employee Benefits
Education
American University 2001 — 2005
Bachelor's degree, Political Science, Justice, BA
Crump Life Insurance Services February 2013 - Present
Crump Life Insurance Services March 2010 - February 2013
Crump Life Insurance Services August 2008 - March 2010
The Meltzer Group February 2006 - July 2008
Skills
Insurance, Life Insurance, Underwriting, Term Life Insurance, Customer Service, Investments, Relationship Management, Universal Life, Employee Benefits
Education
American University 2001 — 2005
Bachelor's degree, Political Science, Justice, BA
Michael Hoch's The Meltzer Group Experience November 2007 - Present
Job Investment Advisor
Industry Investment Management
Experience
The Meltzer Group November 2007 - Present
Education
University of Maryland College Park 1985 — 1989
BA, Communication
The Meltzer Group November 2007 - Present
Education
University of Maryland College Park 1985 — 1989
BA, Communication
Annemarie Wetzel's The Meltzer Group Experience Account ExecutiveThe Meltzer Group2004 - 2010
Job Account Coordinator at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group Account ExecutiveThe Meltzer Group2004 - 2010
Education
Montgomery College 1990 — 1993
The Meltzer Group Account ExecutiveThe Meltzer Group2004 - 2010
Education
Montgomery College 1990 — 1993
Tony Cavallaro's The Meltzer Group Experience June 2007 - June 2009
Job Program Manager at Financial Industry Regulatory Authority
Industry Investment Management
Experience
Financial Industry Regulatory Authority June 2011 - Present
PAE 2010 - June 2011
The Meltzer Group June 2007 - June 2009
Hanley Wood August 2005 - June 2007
Discovery Communications November 2000 - April 2005
T. Rowe Price August 1998 - October 2000
Montgomery County 1995 - 1996
Skills
Employee Benefits, Employee Relations, 401k, Benefits Administration, HRIS, Applicant Tracking..., Deferred Compensation, Human Resources, Onboarding, PeopleSoft, Succession Planning, Workforce Planning, ADP Payroll, Leadership, Talent Acquisition, Strategic Planning, Management, Retirement, New Hire Orientations, Performance Management, Executive Pay
Education
Towson University 1993 — 1995
Bachelor of Science, Sociology
Financial Industry Regulatory Authority June 2011 - Present
PAE 2010 - June 2011
The Meltzer Group June 2007 - June 2009
Hanley Wood August 2005 - June 2007
Discovery Communications November 2000 - April 2005
T. Rowe Price August 1998 - October 2000
Montgomery County 1995 - 1996
Skills
Employee Benefits, Employee Relations, 401k, Benefits Administration, HRIS, Applicant Tracking..., Deferred Compensation, Human Resources, Onboarding, PeopleSoft, Succession Planning, Workforce Planning, ADP Payroll, Leadership, Talent Acquisition, Strategic Planning, Management, Retirement, New Hire Orientations, Performance Management, Executive Pay
Education
Towson University 1993 — 1995
Bachelor of Science, Sociology
Danielle (Strein) Steele's The Meltzer Group Experience January 2011 - June 2012
Job Strategic Account Executive at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Insurance
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas August 2014 - Present
Humana August 2013 - July 2014
Mercer June 2012 - August 2013
The Meltzer Group January 2011 - June 2012
Kaiser Permanente July 2008 - January 2011
Coventry Health Care January 2003 - June 2008
Skills
Employee Benefits, Health Insurance, Medicare, Vendor Management, Analysis, Training, Strategic Planning, Business Development, Program Management, Management, Sales, Business Process, New Business Development, Competitive Analysis, Insurance
Education
University of Pittsburgh 1999 — 2003
B.A. in Communications
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas August 2014 - Present
Humana August 2013 - July 2014
Mercer June 2012 - August 2013
The Meltzer Group January 2011 - June 2012
Kaiser Permanente July 2008 - January 2011
Coventry Health Care January 2003 - June 2008
Skills
Employee Benefits, Health Insurance, Medicare, Vendor Management, Analysis, Training, Strategic Planning, Business Development, Program Management, Management, Sales, Business Process, New Business Development, Competitive Analysis, Insurance
Education
University of Pittsburgh 1999 — 2003
B.A. in Communications
Paul Danziger's The Meltzer Group Experience November 2004 - August 2007
Job experienced financial professional, Principal with Freedom Financial Advisors of MD
Industry Financial Services
Experience
Freedom Financial Advisors of MD August 2007 - Present
The Meltzer Group November 2004 - August 2007
Danziger Leadership Group 1992 - 2001
Skills
Fixed Annuities, Insurance, retirement planning,..., Life Insurance, Wealth Management, Long-term Care, Retirement Planning, Investments, Portfolio Management, Health Insurance, Retirement, Disability Insurance, Financial Advisory, Employee Benefits, Financial Services
Education
American University MBA 1968 — 1970
Master of Business Administration (MBA), Investments and Securities
Syracuse University 1964 — 1968
B.A., Psychology
Freedom Financial Advisors of MD August 2007 - Present
The Meltzer Group November 2004 - August 2007
Danziger Leadership Group 1992 - 2001
Skills
Fixed Annuities, Insurance, retirement planning,..., Life Insurance, Wealth Management, Long-term Care, Retirement Planning, Investments, Portfolio Management, Health Insurance, Retirement, Disability Insurance, Financial Advisory, Employee Benefits, Financial Services
Education
American University MBA 1968 — 1970
Master of Business Administration (MBA), Investments and Securities
Syracuse University 1964 — 1968
B.A., Psychology
Brad Rosenberg's The Meltzer Group Experience May 2015 - Present
Job The Meltzer Group
Industry Insurance
Experience
The Meltzer Group May 2015 - Present
Display Craft Mfg Co June 2004 - Present
Skills
Contract Negotiation, New Business Development, Sales Management, Strategic Planning, Marketing Strategy, Customer Service, Value Engineering, Social Networking, Negotiation, Account Management
Education
Rider University 1996 — 2000
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies and Science in Business Administration
The Meltzer Group May 2015 - Present
Display Craft Mfg Co June 2004 - Present
Skills
Contract Negotiation, New Business Development, Sales Management, Strategic Planning, Marketing Strategy, Customer Service, Value Engineering, Social Networking, Negotiation, Account Management
Education
Rider University 1996 — 2000
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies and Science in Business Administration
Julie Seils's The Meltzer Group Experience 1991 - 2002
Job Account Executive at MetroLogo, LLC
Industry Marketing and Advertising
Experience
MetroLogo, LLC February 2015 - Present
KS Marketing June 2001 - February 2015
The Meltzer Group 1991 - 2002
Skills
Marketing, Social Media Marketing, Life Insurance, Employee Benefits, Microsoft Office, Social Media, Public Speaking, Public Relations, Disability Insurance, Fixed Annuities, Event Planning, Customer Service, Cold Calling, Training, Graphic Design, Sales, Small Business, Leadership, Social Networking, Team Building, Budgets, Retail, Start-ups, Time Management, Advertising
Education
University of Delaware 1987 — 1991
BA, Psychology, History
Walter Johnson High School 1984 — 1987
MetroLogo, LLC February 2015 - Present
KS Marketing June 2001 - February 2015
The Meltzer Group 1991 - 2002
Skills
Marketing, Social Media Marketing, Life Insurance, Employee Benefits, Microsoft Office, Social Media, Public Speaking, Public Relations, Disability Insurance, Fixed Annuities, Event Planning, Customer Service, Cold Calling, Training, Graphic Design, Sales, Small Business, Leadership, Social Networking, Team Building, Budgets, Retail, Start-ups, Time Management, Advertising
Education
University of Delaware 1987 — 1991
BA, Psychology, History
Walter Johnson High School 1984 — 1987
Jonathan Theys's The Meltzer Group Experience December 2008 - Present
Job Director of Underwriting at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group December 2008 - Present
Wolf & Cohen, Inc. December 2001 - May 2006
Skills
Insurance, Fixed Annuities, Microsoft Office, Social Media, Disability Insurance, Employee Benefits, Life Insurance, Underwriting
Education
George Mason University School of Law 2002 — 2006
JD
American University 1998 — 2001
BA, International Studies
North Hills High
North Hills High
The Meltzer Group December 2008 - Present
Wolf & Cohen, Inc. December 2001 - May 2006
Skills
Insurance, Fixed Annuities, Microsoft Office, Social Media, Disability Insurance, Employee Benefits, Life Insurance, Underwriting
Education
George Mason University School of Law 2002 — 2006
JD
American University 1998 — 2001
BA, International Studies
North Hills High
North Hills High
Chris Romano's The Meltzer Group Experience 1999 - Present
Job Sr. Vice President at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group 1999 - Present
Skills
Employee Benefits, Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Retirement Planning, Pensions, Retirement, Estate Planning, Property & Casualty..., Benefits Administration, Health Insurance, Financial Analysis, Health Savings Accounts, Underwriting, 401k
Education
Loyola College in Maryland 1994 — 1997
Master of Business Administration (MBA), Marketing
Loyola College in Maryland 1989 — 1993
Bachelor of Business Administration (BBA), Business Administration and Management, General
The Meltzer Group 1999 - Present
Skills
Employee Benefits, Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Retirement Planning, Pensions, Retirement, Estate Planning, Property & Casualty..., Benefits Administration, Health Insurance, Financial Analysis, Health Savings Accounts, Underwriting, 401k
Education
Loyola College in Maryland 1994 — 1997
Master of Business Administration (MBA), Marketing
Loyola College in Maryland 1989 — 1993
Bachelor of Business Administration (BBA), Business Administration and Management, General
Alan Meltzer's The Meltzer Group Experience June 1978 - Present
Job CEO at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group June 1978 - Present
Education
American University
Needham High School
The Meltzer Group June 1978 - Present
Education
American University
Needham High School
Nicholas Spithas's The Meltzer Group Experience February 2009 - Present
Job Business Owner, Licensed Agent, Client Manager
Industry Insurance
Experience
Impact Performing Arts July 2013 - Present
The Meltzer Group February 2009 - Present
The Meltzer Group February 2009 - Present
Skills
Insurance, Disability Insurance, Employee Benefits, Life Insurance, Health Insurance, Long-term Care, Health Savings Accounts, Account Management, Property & Casualty..., Retirement Planning, Fixed Annuities, Retirement, Underwriting, 401k, Sales, Customer Service, Casualty, Cold Calling, Investments, Leadership
Education
University of Maryland College Park 2003 — 2008
B.A, Philosophy, Economics
Impact Performing Arts July 2013 - Present
The Meltzer Group February 2009 - Present
The Meltzer Group February 2009 - Present
Skills
Insurance, Disability Insurance, Employee Benefits, Life Insurance, Health Insurance, Long-term Care, Health Savings Accounts, Account Management, Property & Casualty..., Retirement Planning, Fixed Annuities, Retirement, Underwriting, 401k, Sales, Customer Service, Casualty, Cold Calling, Investments, Leadership
Education
University of Maryland College Park 2003 — 2008
B.A, Philosophy, Economics
Christopher Muha's The Meltzer Group Experience August 2014 - Present
Job Account Manager at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group August 2014 - Present
Business Benefits Group April 2012 - August 2014
LTC Financial Partners September 2011 - April 2012
AppAssure Software July 2010 - August 2011
NLHA May 2007 - July 2010
Alliant Insurance Services May 2008 - August 2008
Skills
Employee Benefits, Insurance, Benefits Administration, Health Care Reform, ERISA, COBRA, Claims Review, Long Term Care Insurance, Leadership, Strategy, Management, Health Insurance
Education
The Catholic University of America 2006 — 2010
Marketing
Paul VI High School 2002 — 2006
The Meltzer Group August 2014 - Present
Business Benefits Group April 2012 - August 2014
LTC Financial Partners September 2011 - April 2012
AppAssure Software July 2010 - August 2011
NLHA May 2007 - July 2010
Alliant Insurance Services May 2008 - August 2008
Skills
Employee Benefits, Insurance, Benefits Administration, Health Care Reform, ERISA, COBRA, Claims Review, Long Term Care Insurance, Leadership, Strategy, Management, Health Insurance
Education
The Catholic University of America 2006 — 2010
Marketing
Paul VI High School 2002 — 2006
Jack Abel's The Meltzer Group Experience 1991 - Present
Job President at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group 1991 - Present
Richmarr Construction 1976 - 1991
Skills
Employee Benefits, Insurance, Health Insurance, Long-term Care, Life Insurance, Strategic Planning, 401k, Health Savings Accounts, Disability Insurance, Strategic Financial..., Risk Management, Fixed Annuities, Underwriting, Retirement, Brokers, Leadership, Investments
Education
University of Pennsylvania 1971 — 1975
BA, Economics
Wharton School of Business 1971 — 1975
The Meltzer Group 1991 - Present
Richmarr Construction 1976 - 1991
Skills
Employee Benefits, Insurance, Health Insurance, Long-term Care, Life Insurance, Strategic Planning, 401k, Health Savings Accounts, Disability Insurance, Strategic Financial..., Risk Management, Fixed Annuities, Underwriting, Retirement, Brokers, Leadership, Investments
Education
University of Pennsylvania 1971 — 1975
BA, Economics
Wharton School of Business 1971 — 1975
Jessica Espinoza's The Meltzer Group Experience January 2006 - Present
Job Vice President, Meltzer Retirement Plan Services
Industry Insurance
Experience
The Meltzer Group January 2006 - Present
Skills
Investments, Mutual Funds, Series 7, Marketing, Employee Benefits
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2005
BS, Finance
The Meltzer Group January 2006 - Present
Skills
Investments, Mutual Funds, Series 7, Marketing, Employee Benefits
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2005
BS, Finance
Ryan Harmony's The Meltzer Group Experience September 2015 - Present
Job
Industry Financial Services
Experience
The Meltzer Group September 2015 - Present
Northrop Grumman Corporation November 2013 - Present
Skills
Team Leadership, Security Clearance, Agile & Waterfall..., Testing, Requirements Analysis, SDLC, Customer Support, Technical Support, Business Analysis, System Administration, Enterprise Software, IT Management, SharePoint, Rational Team Concert, ClearQuest, Networking, Server Administration, Database Administration, Access, Active Directory, Security, VPN
Education
East Carolina University - College of Business 2008 — 2012
Bachelor of Science (B.S.)
The Meltzer Group September 2015 - Present
Northrop Grumman Corporation November 2013 - Present
Skills
Team Leadership, Security Clearance, Agile & Waterfall..., Testing, Requirements Analysis, SDLC, Customer Support, Technical Support, Business Analysis, System Administration, Enterprise Software, IT Management, SharePoint, Rational Team Concert, ClearQuest, Networking, Server Administration, Database Administration, Access, Active Directory, Security, VPN
Education
East Carolina University - College of Business 2008 — 2012
Bachelor of Science (B.S.)
Marci Bronstein's The Meltzer Group Experience 2012 - March 2014
Job Compliance Coordinator at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group 2012 - March 2014
Eagle Bank 2011 - 2012
Charles E. Smith Jewish Day School August 2005 - June 2011
Plan It Parties February 2002 - June 2004
Skills
Tutoring, Curriculum Design, Teaching, Classroom, Curriculum Development, Elementary Education, Classroom Management, Lesson Planning, Teacher Training, Educational Technology, Literacy, Differentiated..., Insurance, Customer Service, Microsoft Office, Public Speaking, Health Insurance, Microsoft Excel, Employee Benefits, Training, Management, Account Management, Nonprofits, Microsoft Word, PowerPoint
Education
University of Maryland College Park 1984 — 1988
Bachelor of Arts (B.A.), General Studies
University of Maryland College Park 1982 — 1986
Bachelor's degree
The Meltzer Group 2012 - March 2014
Eagle Bank 2011 - 2012
Charles E. Smith Jewish Day School August 2005 - June 2011
Plan It Parties February 2002 - June 2004
Skills
Tutoring, Curriculum Design, Teaching, Classroom, Curriculum Development, Elementary Education, Classroom Management, Lesson Planning, Teacher Training, Educational Technology, Literacy, Differentiated..., Insurance, Customer Service, Microsoft Office, Public Speaking, Health Insurance, Microsoft Excel, Employee Benefits, Training, Management, Account Management, Nonprofits, Microsoft Word, PowerPoint
Education
University of Maryland College Park 1984 — 1988
Bachelor of Arts (B.A.), General Studies
University of Maryland College Park 1982 — 1986
Bachelor's degree
Hunter Rock's The Meltzer Group Experience November 2010 - June 2014
Job
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
The Meltzer Group November 2010 - June 2014
Guess? July 2008 - March 2009
Skills
Insurance, Retirement Planning, Investments, Retirement, 401k, Mutual Funds, Capital Markets, Pensions, Investment Advisory, Financial Analysis, Series 7, Asset Management, Sales, Microsoft Excel, Financial Modeling
Education
Franklin & Marshall College 2004 — 2008
Bachelor's degree, Business
Bay Shore High School 2000 — 2004
Merrill Lynch July 2014 - Present
The Meltzer Group November 2010 - June 2014
Guess? July 2008 - March 2009
Skills
Insurance, Retirement Planning, Investments, Retirement, 401k, Mutual Funds, Capital Markets, Pensions, Investment Advisory, Financial Analysis, Series 7, Asset Management, Sales, Microsoft Excel, Financial Modeling
Education
Franklin & Marshall College 2004 — 2008
Bachelor's degree, Business
Bay Shore High School 2000 — 2004
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO