TSG Financial, LLC
Industry: Insurance company
DescriptionFounded: 1985 Parent organization: RSC Insurance Brokerage, Inc.
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TSG Financial, LLC Employees
TSG Financial, LLC February 2012 - Present
The Signature Group of Companies June 2003 - Present
The Signature Group of Companies June 2008 - February 2012
The Signature Group of Companies June 2002 - November 2004
Skills
Customer Satisfaction, Highly detail oriented, Microsoft Applications, Employee Benefits, Management, Microsoft Excel, Mutual Funds, PowerPoint, Financial Analysis, Equities, Microsoft Word, Policy, Finance, Financial Modeling, Trading, Accounting, Analysis, Financial Services, Bloomberg Terminal, Insurance
Education
New York Institute of Technology 2007 — 2010
Masters of Business Administration, Finance
New York Institute of Technology-Old Westbury 1997 — 2002
MBA, Management Information Systems
TSG Financial, LLC March 2014 - Present
New York Life Insurance Company January 2009 - Present
Yard Guard, LLC March 2006 - December 2008
Spainhower Construction September 2005 - March 2006
Montana Tractor Co. October 2004 - September 2005
Skills
Investments, Small Business, Life Insurance, Fixed Annuities, Retirement Planning, Retirement, Term Life Insurance, Financial Services, Long-term Care, Disability Insurance, Estate Planning, Insurance, 401k, Mutual Funds, IRAs, Health Insurance
Education
University of Arkansas at Fayetteville 2000 — 2004
Bachelor's degree, Finance
1199 SEIU September 2013 - Present
K-Mart November 2012 - September 2013
American Medical and Life Insurance Co June 2010 - May 2012
TSG Financial Mgmt LLC January 2009 - November 2009
Integrated Merchandising Systems May 2008 - December 2008
TSG Financial LLC February 2008 - May 2008
DS Waters of America, Inc December 2007 - February 2008
First American Title Insurance September 2001 - September 2007
Skills
Accounts Payable, Accounts Receivable, General Ledger, Reconciliation, Invoicing, Account Reconciliation, Ledger, Journal Entries, Spreadsheets, Cash Flow, Administrative Support, Expenses, Reconciliations, Financial Reporting, Microsoft Office, Access, Great Plains, Bookkeeping, AS 400, Datafaction, Small Projects, Accounting, Bank Reconciliation, Finance, Administrative..., Great Plains Software, Analysis, Outlook, Budgets
Education
ITT Technical Institute 2011 — 2013
Associate of Arts and Sciences (AAS), Business Accounting Technology
State University of New York at Buffalo 1998 — 2000
TSG Financial, LLC January 2006 - Present
Pendrick Financial Group January 1999 - December 2005
Skills
Insurance, Life Insurance, Employee Benefits
Education
University of Florida 1992 — 1997
BS, Finance and Management
TSG Financial, LLC May 2003 - Present
Skills
CFP, CLU, ChFC, Employee Benefits, Insurance, Health Care, Certified Financial..., Union Relations, Pensions, Healthcare, Managed Care
Education
SUNY Albany 1982 — 1986
BS Economics, Economics, Business and Computer Science
The H.W.P. Group January 2008 - March 2008
TSG Financial LLC July 2005 - January 2008
TSG Financial LLC July 2005 - January 2008
The Bank of N.T. Butterfield May 2005 - January 2006
Education
STRAYER UNIVERSITY 2008 — 2009
Masters degree, Business Administration; Finance
Clark Atlanta University 2002 — 2005
Bachelor of Arts degree, Business Administration
Bermuda College 1999 — 2002
Associate of Arts degree, Business Administration
TSG Financial, LLC June 2014 - Present
Fierro Consulting Inc March 2013 - Present
Gargan Benefits Solutions April 2004 - February 2013
United Healthcare April 2002 - March 2004
The Kooper Group March 2000 - March 2003
Skills
Sales, Health Insurance, Insurance, Employee Benefits, Life Insurance, Health Savings Accounts, Disability Insurance, Account Management, Brokers, Property and Casualty..., Consulting, Long Term Care Insurance, 401k, Medicare, AARP, Homeowners, Auto, Estate Planning, Commercial Insurance, Management, Term Life Insurance, Building Relationships, Strategic Planning, Customer Service, Workers Compensation, Long-term Care, Property & Casualty...
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Social and Behavioral Sciences
TSG Financial, LLC May 2003 - Present
Financial Design Concepts January 1999 - May 2003
New England Financial June 1996 - January 1999
Skills
401k, Healthcare, Series 6, Life Insurance, Pensions, Retirement, IRAs, Casualty, Microsoft Office, Retirement Planning
Education
Florida Institute of Technology 1988 — 1992
BS, Aviation Management/Flight Technology
The Signature Group of Companies December 1977 - September 2014
TSG Financial, LLC 2003 - April 2014
Skills
Property & Casualty..., Underwriting, Insurance, Commercial Insurance, Professional Liability, Casualty, Employee Benefits, Life Insurance, Risk Management
Education
Hofstra University 1967 — 1970
BBA, Accounting
TSG Financial, LLC April 2015 - Present
Aetna April 2012 - April 2015
Bankers Life and Casualty August 2010 - February 2011
WRHU January 2010 - August 2010
WRHU September 2009 - August 2010
Wild by Nature Market June 2008 - July 2008
Hofstra University Special Collections October 2006 - August 2007
Hofstra University Special Collections October 2006 - August 2007
Pritchard Industries June 2006 - August 2006
Pritchard Industries June 2006 - August 2006
Skills
Microsoft Office, Public Speaking, Bilingual Communications, HIPAA, Employee Benefits, Benefits Administration, Teamwork, Typing, Medicare, CMS
Education
Hofstra University 2006 — 2010
Communication, Audio Radio
Hofstra University 2006 — 2010
BA, Audio Radio; creative writing, 3.0