Travers, O'keefe

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Travers, O'keefe Employees

Employee
Years
Job
Industry
Eric Wurzel Eric Wurzel Greater New York City Area Details
Eric Wurzel's Travers, O'keefe Experience January 2000 - February 2005
Job C.E.O. at Bold Lion Brokerage LLC
Industry Insurance
Experience
Bold Lion Brokerage LLC   January 2007 - Present
Towers Watson  April 2005 - May 2007
Travers, O'keefe   January 2000 - February 2005
Oxford Health Plans  January 1998 - January 2000
Oxford Health Plans  January 1991 - January 1998

Skills
Management Consulting, Actuarial Science, Business Strategy, Insurance, Kill & Eat, Employee Benefits, Mergers & Acquisitions, Sales, Human Resources, Risk Management, Strategic Planning, Strategy, Selling, New Business Development, Management, Executive Management

Education
Ohio Wesleyan University   1986 — 1990
B.A., Economics Management (Major), Theatre (Minor)

Boston Latin School   1982 — 1986
3.86 GPA

Kimberley Ann Vega Kimberley Ann Vega Brooklyn, New York Details
Kimberley Ann Vega's Travers, O'keefe Experience 2012 - 2013
Job Freelance Designer & Typesetter at TTQ Publishing
Industry Graphic Design
Experience
TTQ Publishing   May 2015 - Present
Travers, O'keefe   2012 - 2013

Skills
Communication, Adobe Creative Suite, Leadership, Data Entry, Time Management, Microsoft Excel, Typography, Illustrator, Microsoft Office, Problem Solving, Marketing Communications, Community Outreach, Administrative..., PowerPoint, Social Media, InDesign, Dreamweaver, Mac, Adobe Acrobat, Photoshop, Fully bilingual English, Initiation, Team Leadership, Project Planning, Reliability, Flexible Schedule, Computer Proficiency, Mac OS, Mac & PC platforms, Independent Thinking, Budget Management, Organizational..., Adobe Creative Cloud

Education
CUNY New York City College of Technology   2006 — 2011
Bachelor of Technology (B.Tech.), Graphic Arts Production Management

William H. Maxwell CTE High School   2002 — 2006
High School Diploma, Communication and Media Studies

Courtney A. Zanghi, CRPS, AIF® Courtney A. Zanghi, CRPS, AIF® Raleigh-Durham, North Carolina Area Details
Courtney A. Zanghi, CRPS, AIF®'s Travers, O'keefe Experience May 2005 - April 2006
Job Regional Vice President United Retirement Plan Consultants MidAtlantic/North Carolina
Industry Financial Services
Experience
United Retirement Plan Consultants  March 2015 - Present
The Retirement Advantage  June 2014 - March 2015
SMA Services Inc.   May 2013 - June 2014
Next Financial  June 2012 - May 2013
Centinel Financial Group, LLC  August 2011 - April 2012
Ameritas  April 2006 - March 2011
Travers, O'keefe   May 2005 - April 2006
New York Life Insurance Company  June 1999 - May 2005

Skills
401k, Accredited Investment..., ERISA, Defined Contribution, Cash Balance, Due Diligence, Investments, Pensions, Pension Administration, Performance Benchmarking, Investment Advisory, Plan Design, Defined Benefit, Fiduciary, Retirement, Retirement Planning, Series 63, Financial Advisory, Series 6, Investment Management, Wealth Management..., Qualified Retirement..., Profit Sharing, Retirement Plan..., Portfolio Management, Consulting, Strategic Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Series 7, Wealth Management, Securities, Investment Strategies, Financial Services, Financial Planners, Asset Management, FINRA, Variable Annuities, Pension Funds, Wealth Accumulation, Separately Managed..., Savings, 401k Rollovers, Roth IRA, Financial Analysis, Estate Planning, Life Insurance, Financial Planning

Education
The College of Saint Rose   1993 — 1996
Biochemistry

Alfred State College - SUNY College of Technology   1992 — 1993
Biochemistry

College for Financial Planning
CRPS®,, Retriement Planning

Fi360
Accredited Investment Fiduciary, Fiduciary

The American College
Certified Retirement Plan Specialist, Qualified Pension Plans

Regina Spivey Regina Spivey Greater New York City Area Details
Regina Spivey's Travers, O'keefe Experience May 2004 - September 2007
Job Project Manager, Book Clubs Design at Scholastic
Industry Marketing and Advertising
Experience
Aegis Capital Corporation   June 2009 - February 2010
L'Oreal  April 2008 - December 2008
Travers, O'keefe   May 2004 - September 2007
Arnold Worldwide  June 2001 - July 2002
Fitness Magazine  April 2001 - June 2001
Oxygen Media  August 1998 - February 2000
Renault USA   August 1998 - February 2000

Education
Fordham University   1998 — 2004
BA, Media Studies, Journalism

Howard University   1993 — 1995
Mass Communications

Jared VanAlstyne Jared VanAlstyne Greater New York City Area Details
Jared VanAlstyne's Travers, O'keefe Experience January 2005 - Present
Job Assistant Manager / Insurance Broker
Industry Information Technology and Services
Experience
Travers, O'keefe   January 2005 - Present

Education
Calvin College   1995 — 1999

Cathy Richards Cathy Richards Greater New York City Area Details
Cathy Richards's Travers, O'keefe Experience January 2006 - March 2011
Job Business Services Coordinator at Standard & Poor's
Industry Performing Arts
Experience
Standard & Poor's   March 2012 - Present
LeAP After School   February 2006 - August 2011
Travers, O'keefe   January 2006 - March 2011
Cunningham Dance Foundation  2000 - 2005

Skills
Administrative..., Choreography, Dance, Performing Arts, Event Planning, Event Management, Contemporary Dance, Theatre, Musical Theatre, Acting, Improvisation, Arts Administration, Stage, Ballet, Yoga, Festivals, Fundraising, Dance Education, Modern Dance, Non-profits, Singing, Entertainment, Outlook, Administrative Work, Corporate Events, Access, Social Media, Public Speaking, Spanish, Creative Writing, Editing, Grant Writing, Nonprofits

Education
Long Island University, C.W. Post Campus   1995 — 1999
Bachelor of Fine Arts (BFA), Theatre/Theatre Arts Management

Peter Stuyvesant College   1989 — 1995
High School Degree, Economics

Deena Levy Theater Studio

Josh Isaacson Josh Isaacson Greater New York City Area Details
Josh Isaacson's Travers, O'keefe Experience July 2003 - March 2010
Job CTO at ConnectSource Solutions, Inc.
Industry Insurance
Experience
ConnectSource Solutions, Inc.   March 2010 - Present
Travers, O'keefe   July 2003 - March 2010
99 Services   May 1999 - July 2003
AB Research   1996 - 1999

Skills
Active Directory, Disaster Recovery, WAN, Troubleshooting, Strategic Planning, Business Continuity, Internet Strategy, Information Technology, Google Webmaster Tools, Data Center, HIPAA, Web Project Management, SharePoint, Contract Negotiation, SaaS, Healthcare Information..., Corporate Law, ITIL, Employee Benefits, Vendor Management

Education
Brandeis University   1991 — 1996
BS, Sociology

Colleen Federer Colleen Federer Greater New York City Area Details
Colleen Federer's Travers, O'keefe Experience 2002 - 2012
Job Sales Vice President, Voluntary Plans Northeast at Aetna
Industry Insurance
Experience
Aetna  April 2012 - Present
Travers, O'keefe   2002 - 2012
Aetna, Inc.   1993 - 2002

Skills
Health Savings Accounts, Health Insurance, Insurance, 401k, Business Development, New Business Development, Sales, Disability Insurance, Contract Negotiation, Strategic Planning, Sales Management, Marketing, Employee Benefits, Underwriting, Marketing Strategy, Account Management, Customer Retention, Brokers, Managed Care, Medicare, Leadership, Strategy

Education
Manhattanville College
B.A., Economics

Manhattanville College

Rose Lectora Rose Lectora Greater New York City Area Details
Rose Lectora's Travers, O'keefe Experience December 1997 - March 2011
Job Educational Assistant at NYC Department of Education
Industry Insurance
Experience
NYC Department of Education  February 2012 - Present
Travers, O'keefe   December 1997 - March 2011
Borah, Goldstein, Altschuler, Nahins & Goidel, P.C.   August 1994 - November 1997
Borah, Goldstein, Altschuler, Nahins & Goidel, P.C.   November 1991 - August 1994
Borah, Goldstein, Altschuler, Nahins & Goidel, P.C.   December 1986 - October 1991

Skills
Teaching, Personnel Management, Human Resources, Benefits Administration, Public Speaking, Microsoft Excel, Training, Employee Benefits, PowerPoint, Administrative..., Leadership, Team Building, Special Education

Education
Baruch College
BBA, Human Resource Management

Linda Gilmore Linda Gilmore Albany, New York Area Details
Linda Gilmore's Travers, O'keefe Experience August 2003 - December 2013
Job Sr. Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services  January 2014 - Present
Travers, O'keefe   August 2003 - December 2013
MVP Health Care  July 1999 - August 2003

Education
SUNY Albany
Bachelor of Applied Science (B.A.Sc.), Political Science and Government