Winged Keel Group
Address: 1700 Broadway # 34, New York, NY 10019 Hours: Open ⋅ Closes 5:30PM Tuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSundayClosedMonday8:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 527-8000: : : Website: Place name: : : : Category: Website: http://www.wingedkeel.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Winged Keel Group, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
Winged Keel Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Winged Keel Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Winged Keel Group Employees
Private Company May 2014 - Present
n/a July 2007 - Present
Bain & Company March 2013 - May 2014
Magnani Caruso Dutton September 2012 - March 2013
Winged Keel Group May 2009 - July 2010
Maverick Capital July 2007 - April 2009
The Mountaineer September 2006 - May 2007
Skills
Freelance Writing, Freelance Editing, Tutoring, Early Childhood..., Sign Language..., Microsoft Suites, Editing, Proofreading, Time Management, Microsoft Excel, Editorial
Education
Baruch College 2010 — 2013
Bachelor of Arts (B.A.), English Language and Literature/Letters
Mt. San Antonio College 2004 — 2007
Geller & Company September 2014 - Present
Winged Keel Group June 2013 - September 2014
Winged Keel Group May 2012 - May 2013
Copal Partners January 2012 - May 2012
Skills
Financial Accounting, Project Management, Corporate Finance, Microsoft Office, Cost Accounting, QuickBooks, US GAAP, Accounts Receivable, Invoicing, Internal Audit, Financial Statements, Finance, Bank Reconciliation, Bookkeeping, Tax
Education
City University of New York-Hunter College 2009 — 2013
Agility Fuel Systems December 2013 - Present
Navigant Research 2013 - 2013
Flextronics 2012 - 2012
Stifel Nicolaus Weisel (fka Thomas Weisel Partners) 2009 - 2012
Stifel Nicolaus Weisel (fka Thomas Weisel Partners) 2007 - 2009
CIBC World Markets 2006 - 2007
Park Venture Advisors 2004 - 2006
Winged Keel Group 2003 - 2004
Bureau Veritas Quality International 1997 - 2000
Skills
Financial Modeling, Due Diligence, Financial Analysis, Equities, Research, Business Development, Strategic Analysis, Capital Markets, Corporate Finance, Mergers & Acquisitions, Strategy, Energy Storage, Valuation, Energy, Investment Banking, Strategic Financial..., Analysis, Portfolio Management, Competitive Analysis, Equity Research, Business Planning
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
Master of Business Administration (MBA), Finance
Mumbai University 1993 — 1997
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
Winged Keel Group September 2014 - Present
Gerber and Gerber PLLC November 2012 - Present
HMS Host March 2012 - August 2012
Professional Staffing Group June 2010 - December 2010
Skills
Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Photoshop, PowerPoint, Food & Beverage, Adobe Acrobat
Education
Skidmore College 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Insurance Planning Associates - IPA, Inc. April 2001 - Present
JPS Enterprises, LLC April 2000 - Present
Winged Keel Group August 1994 - March 2001
Kornreich-NIA February 1987 - August 1994
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Insurance, Financial Services, Life Insurance, Underwriting, Strategic Planning
Education
New York Institute of Technology 1975 — 1980
Public Relations, Advertising, and Applied Communication
Roslyn HS, Roslyn, NY 1971 — 1975
St. Mary's, Roslyn, NY 1963 — 1971
K-8
Crystal & Company January 2014 - Present
Crystal & Company September 2011 - December 2013
Frank Crystal & Company June 2011 - September 2011
WLOY Loyola Campus Radio January 2010 - May 2011
Winged Keel Group May 2010 - August 2010
Tomorrow's Hope Foundation January 2006 - May 2007
Skills
Insurance, Employee Benefits, Business Travel Accident, Risk Management, Customer Service, Health Insurance, Life Insurance, Leadership, Disability Insurance, Finance, Research, PowerPoint, Management, Microsoft Excel, Social Media
Education
Loyola University Maryland 2007 — 2011
BBA, Finance, Information Systems Minor
Monash University 2009 — 2009
Business Administration and Management, General
ICF International January 2015 - Present
Winged Keel Group September 2014 - December 2014
BikeArlington October 2012 - December 2013
BikeArlington October 2011 - October 2012
Efficiency3 November 2010 - October 2011
Thomas Miller April 2010 - August 2010
Thomas Miller August 2008 - August 2009
Farrell Vending Services January 2006 - January 2007
Skills
Management, Project Management, Microsoft Office, Event Management, Strategy, Business Strategy, Analysis, Business Analysis, CRM, Data Analysis, Strategic Planning, Business Development, Microsoft Excel, Project Planning, Risk Management, Marketing, Marketing Strategy, Sustainability, Proposal Writing, Program Management, Process Improvement, Government, Team Building, Salesforce.com, Public Speaking, Marketing Communications, Community Outreach, Blogging, Leadership, Social Media
Education
Middlesex University 2009 — 2010
Masters of Arts, Sustainable Environmental Management
University of Vermont 2004 — 2008
BSc, Business Administration
Université de Sherbrooke 2008 — 2008
Exchange Program, Corporate Social Responsibility
Grenoble Ecole de Management - Grenoble Graduate School of Business 2007 — 2007
Certificate of International Business, International Business/Trade/Commerce
Winged Keel Group November 2009 - Present
MZ Berger June 2003 - October 2009
Brooks Brothers June 1999 - June 2003
Sirex USA Inc. January 1999 - January 2002
Skills
Analysis, Microsoft Excel, Troubleshooting
Education
City University of New York-Queens College 2008 — 2012
Bachelor of Business Administration (BBA), Corporate Finance
Journey Financial Planners, LLC March 2008 - Present
Journey Retirement Plans 2010 - Present
Collins Financial Advisors September 2007 - May 2008
Raymond J. Lucia Companies, Inc. November 2003 - April 2006
Winged Keel Group 2001 - 2001
WOWFactor 1995 - 1998
Modem Media 1995 - 1995
AT&T 1989 - 1990
AT&T 1984 - 1987
Skills
Retirement Planning, 401k, Strategic Financial..., Investments, Financial Advisory, Retirement, Asset Allocation, Small Business, Pensions, Wealth Management, Investment Strategies, Investment Advisory, Defined Benefit, Alternative Investments, Wealth, Asset Management, Securities, Profit Sharing, Long-term Care, Investment Selection, Employee Benefits, Portfolio Management, Disability Insurance, Retirement Plans, Simple IRA, SEP, Financial Planning, Long Term Care, Equities, Investment Management, Leadership Development, Financial Planning..., Entrepreneurship, Team Building, Financial Planners, Asset Managment, Finance, Strategy, Insurance, Financial Services, Management, Leadership, Strategic Planning, Marketing, Business Planning, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA
Boston University 2005 — 2006
Certificate in Financial Planning
Northeastern University 1979 — 1984
BS, Business Administration Finance & International Business
Hoveround Corporation February 2013 - Present
Hoveround Corporation April 2011 - February 2013
Winged Keel Group August 2010 - April 2011
Hoveround Corporation August 2008 - August 2010
Mark Ross & Co. January 2000 - August 2008
Mark Ross & Co. February 1993 - January 2000
Wolper Ross & Co. 1986 - 1990
Skills
Databases, Web Development, IT Management, Integration, Windows, Database Design, Software Development, Project Management, Microsoft SQL Server, SQL, Analysis, Software Project..., Web Applications, Agile Methodologies, SharePoint, ASP.NET, ASP, Disaster Recovery, C#, Software Engineering, HTML, Management, Enterprise Software, MySQL, Programming, Security, Web Services, PHP, SOA, Requirements Analysis, Business Intelligence, SDLC, Architecture, Visual Studio, Software Documentation, Access, .NET, Systems Analysis, XML, Visio, Visual Basic, Networking, IIS, UML, Software Design, Testing, T-SQL, WCF, TFS, VB.NET
Education
St. Thomas University 1985 — 1986
MIS, Master in Management Information Systems (27 Credits)
St. Thomas University 1979 — 1984
BA, Computer and Information Science. Minor: Business Administration
St. Bernard's School June 2014 - Present
The Buckley School, NYC September 2012 - June 2014
Brunswick School September 2010 - December 2012
Overland June 2005 - August 2010
The Outdoor Academy January 2010 - June 2010
Winged Keel Group September 2009 - December 2009
JPMorgan Chase September 2008 - April 2009
Skills
Social Media, Teaching, Management, Microsoft Office, Editing, Research, Leadership, Blogging
Education
Bates College 2004 — 2008
Bachelor of Arts, History
American University Center of Provence, Aix 2006 — 2007
Tenzing Advisors, LLC September 2008 - Present
Knox and Company, LLC October 2006 - October 2008
Financial Architects Partners May 2001 - September 2006
Winged Keel Group July 1996 - April 2001
Connecticut Mutual September 1992 - June 1996
Mercer September 1990 - August 1992
Education
University of Rhode Island 1986 — 1990
BS, BA, Finance, French
Institut europeen des Hautes Etudes, Nice, France 1988 — 1989
University of Nice, Nice, France 1988 — 1989
Carnegie Mellon Tepper School of Business August 2012 - May 2014
Campbell Soup Company June 2013 - August 2013
J.P. Morgan July 2009 - May 2012
Winged Keel Group June 2008 - August 2008
Federal Home Loan Bank of New York June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (MBA)
Yale University 2005 — 2009
BA
AXA US May 2015 - Present
AXA US July 2013 - May 2015
AXA Private Markets/ AXA US March 2011 - July 2013
Winged Keel Group 2008 - 2011
AXA Advisors 2003 - 2008
Skills
Financial Services, Life Insurance, Insurance, Wealth Management, Securities, Mutual Funds, FINRA Series 7 and 66..., Investments, Retirement, Financial Analysis, Underwriting, NY Life and Health..., Salesforce.com, Strategic Financial..., Management, Program Management, Relationship Management, Business Strategy, Business Planning, Risk Management
Education
City University of New York-Brooklyn College
Bachelor of Science, Business Management and Finance
Ramsay High School - Birmingham, AL
High School, General Studies
University of Alabama at Birmingham
General Studies
Winged Keel Group December 2014 - Present
Pace University January 2014 - Present
AvePoint April 2014 - November 2014
CareOne Management LLC October 2013 - April 2014
CareOne Management LLC August 2012 - September 2013
CareOne Management LLC June 2012 - July 2012
Gettysburg College Campus Recreation January 2010 - January 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Accounting, Accounts Payable, Account Reconciliation, Financial Analysis, Finance, Analysis, Financial Statements, Journal Entries, Variance Analysis
Education
Pace University - Lubin School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Accounting
Gettysburg College 2008 — 2012
Bachelor of Arts (B.A.), Organization and Management Studies, Alumni
Bergen Catholic 2004 — 2008
Winged Keel Group February 2014 - Present
Moody's Investors Service March 2013 - February 2014
Buckingham Capital June 2012 - August 2012
Skills
Microsoft Excel, Financial Markets, Financial Analysis, Financial Statement..., Financial Accounting, Public Finance, Microsoft Word, PowerPoint, Access Database, Contract Law, Finance, Microsoft Office, Analysis, Investments
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Finance, 3.76
Wellington Management November 2013 - Present
JetBlue Airways December 2012 - October 2013
JetBlue Airways September 2011 - November 2012
JetBlue Airways August 2009 - September 2011
Winged Keel Group September 2008 - June 2009
MTVNetworks January 2008 - May 2008
Skills
Leadership, Analysis, Budgets, Management, Financial Analysis, Forecasting, Process Improvement, Research, Strategy, Training
Education
Fordham University 2005 — 2009
GBA Bachelor of Science, Business Administration; Finance
Stitchman inc September 2010 - Present
Winged Keel Group September 2009 - January 2010
Northwestern Mutual April 2009 - September 2009
Northwestern Mutual June 2008 - August 2008
ROI Group September 2007 - January 2008
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
BBA, Finance & Investments
University of Bridgeport 2004 — 2005
BS, International Business
Symetra March 2012 - Present
Sun Life Financial January 2008 - March 2012
Gentry Partners, Ltd. April 2006 - December 2007
Winged Keel Group January 2004 - January 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Insurance, Microsoft Word, Customer Service, Outlook, Actuarial Science, Windows, Research, Access, Public Speaking, Strategic Planning
Education
Penn State University 1987 — 1991
Bachelor of Science, Mathematics
KPMG LLP October 2014 - Present
KPMG February 2009 - October 2014
KPMG April 2005 - February 2009
Manager, Information Technology January 1997 - March 2005
Winged Keel Group 1989 - 1996
Local Area Telecommunications, Inc. 1987 - 1989
Skills
PMO, PMP, IT Governance, Program Management, Governance, Business Transformation, Risk Management, IT Strategy, Change Management, Business Process..., Software Project..., Resource Management, SDLC, IT Management, ITIL, Business Analysis, Outsourcing, Process Improvement, IT Service Management, Project Portfolio..., Business Process, Vendor Management
Education
State University of New York at Albany 1983 — 1987
BA
NFP Executive Benefits (Covala Group) July 2008 - Present
Winged Keel Group August 2005 - June 2008
Winged Keel Group January 2002 - July 2005
University of Southern California March 2001 - December 2001
University of Southern California March 2001 - May 2001
Amdocs July 1999 - June 2000
Skills
Database Design, Integration, Research, Project Planning, Designing, Microsoft SQL Server, SDLC, Software Development, Project Management, Security Audit, Requirements Analysis, Cloud Computing, Analysis, Agile Methodologies, Requirements Gathering, Web Services, Software Project...
Education
University of Southern California 2000 — 2001
MS, Computer Science
National Institute of Technology, Surat 1995 — 1999
BE, Computer Science
Rosary High School, Baroda 1993 — 1995
XII, Science
Tejas Vidyalaya, Baroda 1991 — 1993
X, Science
Bharatiya Vidya Bhavan, Baroda 1981 — 1991
VIII
Rutgers University
Thinkful
Thinkful
Winged Keel Group January 2015 - Present
Winged Keel Group March 2014 - January 2015
Catalyst Connection August 2012 - February 2013
Echo Strategies May 2012 - January 2013
FMG Group June 2011 - November 2011
Skills
Marketing Communications, Market Research, Marketing, Event Planning, Public Relations, Social Media, Web Marketing, Strategic Communications, Strategic Planning, SEO, Event Management, Business Planning, Product Development, Media Relations, Public Speaking, Project Management, Email Marketing, Social Media Marketing, Marketing Strategy, Strategy, Competitive Analysis, Business Development, Lead Generation, Customer Service, Marketing Research, Brand Management, Marketing Management, Digital Marketing, Business Strategy, Market Planning, Direct Marketing, Online Advertising, Fundraising, Brand Development, Product Marketing, Integrated Marketing, Advertising, Sales, Data Analysis, Leadership Development, B2B, Facebook, Media Planning, B2B Marketing, Sponsorship, PowerPoint, Research, Digital Strategy
Education
University of Cincinnati College of Business 2010 — 2013
Marketing
Xavier University 2008 — 2010
Marketing
Winged Keel Group July 2014 - Present
Right Now Jets August 2012 - December 2013
World Jet Inc. September 2011 - July 2012
Keiser University May 2010 - September 2011
Skills
Customer Service, Accounting, Financial Reporting, Bookkeeping, Microsoft Excel, Microsoft Office
Education
Pace University - Lubin School of Business 2014 — 2016
Master of Business Administration (MBA), Accounting
University of Colorado at Boulder 2006 — 2010
Bachelor's degree, History
Tenafly High School 2001 — 2005
Winged Keel Group September 1997 - Present
Skills
Estate Planning, Life Insurance, Insurance, Wealth Management, Retirement Planning, Employee Benefits, Fixed Annuities, Series 63, Hedge Funds, High Net Worth..., Retirement, Underwriting
Education
Bard College 1987 — 1991
BA
Bard College 1987 — 1991
Bard College
Mamaroneck high school
Mamaroneck high school
Empire State Development January 2015 - May 2015
Hunter College September 2014 - May 2015
American Legacy Foundation September 2012 - January 2014
The Conference Board June 2013 - August 2013
Winged Keel Group January 2013 - May 2013
The New Community College at CUNY September 2011 - February 2013
New York City Law Department June 2012 - August 2012
Skills
Public Policy, Peer Mentoring, Economics, Human Rights, Political Science, Data Analysis, Policy Analysis, Public Speaking, SPSS, Haver, Economic Research, Social Media, Spanish, Program Evaluation, Research
Education
Boğaziçi University 2014 — 2014
Economics
Macaulay Honors College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Public Policy
Hunter College 2011 — 2015
Bachelor of Arts (BA), Economics and Public Policy
Winged Keel Group March 2015 - Present
Red Bull New York July 2013 - March 2014
Bucknell University September 2010 - May 2013
EW Group May 2012 - August 2012
Geisinger Medical Center January 2012 - May 2012
Bucknell University June 2011 - August 2011
Choi's Stationery January 2004 - May 2011
Bucknell University Football Team August 2009 - May 2010
Korean School of New York September 2008 - May 2009
Skills
Event Management, Microsoft Office, Photoshop, Non-profits, Information Technology, Public Relations
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
York Preparatory School 2005 — 2009
High School
Counseling Space, P.C. July 2015 - Present
Winged Keel Group April 2015 - May 2015
Volunteer Work March 2015 - 2015
Pennsylvania State University August 2014 - December 2014
Barnes & Noble College September 2012 - May 2014
AHRC New York City May 2013 - July 2013
Pennsylvania State University September 2012 - December 2012
Goddard Riverside Day Care Ctr July 2010 - January 2011
Skills
Research, Data Entry, SPSS, Administrative..., Customer Service, Tutoring, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, SmartOffice, Outlook
Education
Teachers College of Columbia University 2015 — 2016
Master of Arts (M.A.), Clinical Psychology
Penn State University 2011 — 2014
Bachelor of Science (B.S.), Psychology, 3.13
Winged Keel Group September 2011 - Present
New York Life Insurance Company August 2010 - August 2011
Simpson Thacher & Bartlett LLP June 2008 - June 2010
Hatch Mott MacDonald December 2007 - January 2008
Skills
Financial Modeling, Insurance, Strategic Planning, Strategic Financial..., Business Development, Marketing, Estate Planning, Business Process..., Marketing Strategy, Hedge Funds, CRM, Financial Analysis, Research, Valuation, PowerPoint, Sales, Social Media, Financial Services, Life Insurance
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts, History; Diplomatic History
St. Joseph High School, Metuchen 2000 — 2004
Winged Keel Group October 2013 - Present
University of Central Arkansas August 2011 - July 2013
University of Central Arkansas August 2010 - May 2013
Conway Regional Medical Center January 2013 - April 2013
Duck Duck Goose January 2010 - May 2011
Simple Simon's Pizza June 2008 - July 2009
Skills
Computer Proficiency, Typing, Data Entry, Telemarketing, Public Speaking, Impromptu Speaking, Cooking, Microsoft Office, Databases, Organization, Teamwork, Social Networking, Student Leadership, Volunteering, Higher Education, PowerPoint, Event Planning, Student Affairs, Facebook, Student Development, Social Media, Microsoft Excel
Education
University of Central Arkansas 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Magna Cum Laude, 3.856 GPA
Costa Rican Language Academy, San Jose, Costa Rica 2012 — 2012
Spanish Language and Literature
metanexgen January 2015 - Present
Millennium Communications Group December 2012 - November 2014
QuantiaMD June 2011 - December 2012
Cordis March 2011 - May 2011
Bristol-Myers Squibb, Princeton, New Jersey 2010 - 2010
The New York Times March 2008 - August 2009
Winged Keel Group June 2007 - February 2008
Wilmington Finance August 2006 - April 2007
Skills
Marketing, Strategy, Advertising, Management, Digital Media, Program Management, Sales, Training, Analysis, Brand Management, Proposal Writing, Leadership Development, Public Speaking, Retail, Direct Mail, Marketing Strategy, Integrated Marketing, CRM
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
MBA, Marketing & Supply Chain Management
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Science (BS), Marketing
Magnet High School
Magnet High School
Magnet High School
Berdon LLP January 2015 - April 2015
Camp Starlight May 2014 - August 2014
Winged Keel Group May 2014 - June 2014
Camp Starlight June 2011 - August 2013
Skills
Accounting, Microsoft Excel, Microsoft Word, Research, Teamwork
Education
Tulane University - A.B. Freeman School of Business 2011 — 2016
Master's Degree, Accounting
Tulane University - A.B. Freeman School of Business 2011 — 2016
Bachelor's Degree, Finance
Tulane University 2011 — 2016
Bachelor's Degree, Philosophy
Columbia Threadneedle Investments, US October 2015 - Present
Mizuho Bank September 2014 - August 2015
Winged Keel Group January 2014 - September 2014
AmeriGas August 2013 - December 2013
American Cancer Society 2012 - 2013
American Cancer Society May 2011 - November 2011
Rapid Response Monitoring December 2009 - January 2011
Education
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor of Science, Business Administration; Marketing
Winged Keel Group February 2015 - Present
The Cowan Wellness Center /Psychiatry Office May 2013 - February 2015
News Corporation September 2012 - April 2013
News Corporation January 2012 - September 2012
Solar Planet Tanning September 2010 - December 2010
Village of Ridgewood Parks & Recreation June 2005 - August 2009
Skills
Microsoft Office, PowerPoint, Microsoft Word, Social Media, Public Speaking, Research, Facebook, Microsoft Excel, Outlook, Customer Service, Editing, Blogging, Data Entry, Photoshop, Social Networking, Event Management
Education
The University of Queensland 2011 — 2011
Study Abroad, Criminology
American University 2008 — 2011
Bachelor of Arts, Justice
Plus Relocation Services October 2014 - Present
Plus Relocation Services February 2012 - October 2014
Wells Fargo March 2011 - February 2012
GEPIK November 2008 - December 2010
Gerstein Fisher December 2006 - May 2008
Winged Keel Group 2001 - 2003
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Word, Microsoft Office, PowerPoint, Budgets, Process Improvement, Leadership, SQL, Forecasting, Analysis, Data Analysis, Management, Customer Service, Research, Outlook, Strategic Planning
Education
Bucknell University 2001 — 2005
BA, Economics / Religion
Bucknell University 2001 — 2005
Bachelor's degree, Economics
Winged Keel Group 2008 - Present
Connors Communications November 2003 - October 2008
Skills
Microsoft SQL Server, Microsoft Office, Life Insurance, Financial Services, Insurance, Project Planning, Active Directory..., Network Infrastructure..., Exchange 2010/2007/2003, VMware ESX, Blade Technology, Citrix, Virtualization, Registered Nurses
Education
Borough of Manhattan Community College 2004 — 2008
Registered Nursing/Registered Nurse
Polytechnic University 1990 — 1994
B.S. in Electrical Engineering
UBS April 2006 - Present
AXA Advisors April 2003 - April 2006
Winged Keel Group April 2002 - April 2003
Skills
Wealth Management, Series 7, Insurance, Series 63, Wealth Accumulation, Series 65, Wealth Preservation..., Portfolio Management, Executive Benefit..., Intergenerational..., Corporate Benefits
Education
Widener University School of Law 1996 — 1999
Juris Doctrate, Law
King's College 1993 — 1996
B.S. Economics
Susquehanna University 1991 — 1993
Economics
Central Bucks East
Cigna November 2013 - Present
CIGNA Healthcare November 2006 - Present
CIGNA Healthcare March 2005 - November 2006
Winged Keel Group June 1995 - July 2003
Skills
Product Management, Project Management, Product Development, Program Development, Program Management, Wellness, Problem Solving, Cross-functional Team..., Product Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Strategic Planning, Research, Process Improvement, Public Speaking, Strategy, Healthcare, Management, Leadership, Account Management, Disease Management, Data Analysis
Education
Fordham University 1989 — 1993
Bachelors, Economics; Classical Civilization
AXA Advisors September 2011 - Present
National Madison Group, Inc. February 2005 - September 2011
AXA August 1995 - February 2005
Winged Keel Group March 1994 - August 1995
Kornreich Life Associates, Inc. January 1990 - March 1994
Equitable Life September 1978 - January 1990
Education
Brookdale Community College 2012 — 2014
Associate of Arts and Sciences (A.A.S.), Health Information/Medical Records Technology/Technician, 3.812
St. John's University, The Peter J. Tobin College of Business 1975 — 1979
MBA, Executive Management
Fordham University 1969 — 1973
BS, Marketing/Management
Cathedral Prep 1965 — 1969
NYS Regents diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
The Guardian Life Insurance Company of America June 2012 - Present
Avon October 2007 - July 2012
MMC October 2002 - October 2007
Winged Keel Group 2001 - 2002
First Investors Corporation 1998 - 2001
Mercer 1996 - 1998
Skills
Employee Benefits, Deferred Compensation, Benefits Design, Benefits Administration, HRIS, Defined Benefit, PeopleSoft, ERISA, 401k, Retirement, HR Policies, Incentive Programs, Management, HR Transformation, Job Evaluation, Onboarding, HR Consulting
Education
Brooklyn College
Bachelor of Arts (B.A.), Economics
Winged Keel Group March 2012 - Present
Winged Keel Group April 2010 - March 2012
Winged Keel Group July 2008 - April 2010
Winged Keel Group September 2007 - May 2008
Legacy Group Hawaii June 2005 - August 2007
Columbia Business School Library October 2004 - May 2007
Skills
Retirement Planning, Financial Modeling, Analysis, Research, Bloomberg, Marketing, Microsoft Excel, Financial Analysis, Microsoft Office, Management, Project Management, Editing, Estate Planning, Photoshop, Budget, Data Analysis, PowerPoint, Insurance, Equities, Corporate Finance, Life Insurance, Financial Services, Portfolio Management
Education
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts, Statistics, Music
James B. Castle High School 2000 — 2004
Winged Keel Group 2011 - Present
BNY Mellon 2009 - 2011
CIFG 2004 - 2009
Merck 2000 - 2004
GE Capital 1999 - 2000
Skills
VB.NET, ASP.NET, Microsoft SQL Server, Crystal Reports, VBA, Oracle, Project Management, Scrum, Agile & Waterfall..., Financial Services, Financial Reporting, Software Development, Process Improvement, Business Analysis, Leadership, Sybase, Team Leadership, SDLC, Analysis, Management, Fixed Income, Vendor Management, Capital Markets
Education
Bernards High School
Bernards High School
Rutgers University
Bachelor's degree
AmeriHealth Caritas April 2015 - Present
Highmark Health August 2012 - April 2015
Penn Mutual 2010 - 2012
Winged Keel Group December 2009 - September 2010
Sightlines, LLC June 2007 - August 2008
Institute of Economic Affairs June 2006 - August 2006
Skills
Data Analysis, Actuarial Science, Insurance, Statistical Modeling, Leadership, Analysis, Research, Financial Analysis, Training, Valuation, Financial Modeling, Property & Casualty..., Business Analysis, Microsoft Excel, Microsoft Office, Risk Management, Statistics, Life Insurance, Reinsurance, Predictive Modeling, Health Insurance
Education
Illinois State University 2008 — 2010
MSc, Mathematics - Actuarial Science
Dickinson College 2003 — 2007
BSc, Mathematics, Economics
Winged Keel Group August 2008 - Present
Mark Ross & Co., Inc. July 1994 - August 2008
Skills
Analysis, Insurance
Education
New York University - Leonard N. Stern School of Business
MS, Statistics and Operations Research
Columbia University in the City of New York 1990 — 1994
BA, History and Sociology
ThinkingPhones January 2015 - Present
ThinkingPhones November 2014 - January 2015
Oracle August 2013 - November 2014
Oracle May 2012 - July 2013
IBEX FINANCIAL SERVICES LLC July 2007 - May 2012
WILLIS OF NEW YORK, INC May 2005 - July 2007
UBS FINANCIAL SERVICES June 2003 - August 2003
Winged Keel Group June 2002 - August 2002
Democratic National Convention August 2000 - September 2000
Skills
Networking, Insurance, Proposal Writing, Marketing, Finance, Pricing, Credit, Microsoft Office, Web Site Production, Database Administration, Research, Customer Service, Recruiting, Press Releases, Policy Analysis, Sales, Salesforce.com, Business Development, Account Management, Financial Services
Education
Hobart and William Smith Colleges 2000 — 2004
BA, American Studies and History
COMMUNITY SERVICE
Winged Keel Group September 2015 - Present
CAIS 2011 - August 2015
Krusen Capital Management LLC 2010 - 2011
DB Advisors 2006 - 2009
Education
Old Dominion University 2000 — 2003
BS, Finance
JetBlue Airways 2014 - Present
HomeServe USA January 2013 - December 2013
Instant Response Network April 2011 - November 2012
PLATFORMedia LLC January 2000 - March 2011
UBS 1998 - 1999
Bankers Trust 1997 - 1998
Winged Keel Group 1996 - 1997
Skills
Risk Management, Business Analysis, Business Development, Start-ups, Analysis, Strategic Planning, Business Strategy, New Business Development, Portfolio Management, Investments, Financial Modeling, CRM, Strategy, Analytics, Product Management
Education
University of California, Santa Barbara 1991 — 1996
BA, Philosophy
DHHS
Pearson North America, Cogmed July 2013 - Present
Pearson North America July 2012 - Present
Pearson North America July 2012 - June 2014
Teach for America June 2010 - July 2012
Winged Keel Group June 2009 - August 2009
Credit Suisse June 2007 - August 2008
Skills
Spanish, Marketing Strategy, Higher Education, Research, Training, Sports Writing, Creative Writing, Analysis, College Basketball, Educational Technology, Teaching Reading, Curriculum Design, Marketing, PowerPoint, Teaching, Market Development, Microsoft Office, Teaching English, Teaching Social Studies, Sports, Management, Social Media, Product Management, Product Vision
Education
University of Pennsylvania 2010 — 2012
Master of Science in Education, Urban Education
University of Pennsylvania 2006 — 2010
Bachelor of Arts, English
Loomis Chaffee School 2002 — 2006
High School
MetLife May 2014 - Present
Winged Keel Group January 2012 - March 2014
Winged Keel Group August 2009 - December 2011
Alpine Woods Investments June 2008 - August 2008
Gallatin Capital November 2007 - January 2008
Macquarie Bank July 2007 - November 2007
Kirkland & Ellis LLP May 2006 - August 2006
Skills
Financial Modeling, Research, Analysis, Bloomberg, Economics, Financial Services, Marketing, Presentations, Strategic Planning, Investments, Data Analysis, Finance, Hedge Funds, Mutual Funds, Mergers, Strategy, Management
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science, Finance and Real Estate
University of New South Wales 2007 — 2007
Bacehlor of Science, Finance and Real Estate
Trinity School 1992 — 2005
Winged Keel Group December 2005 - December 2012
Skills
Financial Modeling, Corporate Finance, Valuation, Analysis, PowerPoint
Education
Hofstra University 2002 — 2005
MBA, Finance
NBCUniversal, Inc. March 2015 - Present
The Guardian Life Insurance Company of America June 2012 - January 2015
The Guardian Life Insurance Company of America August 2011 - June 2012
OpenLink Financial June 2010 - July 2011
Winged Keel Group August 2008 - September 2009
Congressman Jerry Nadler January 2008 - May 2008
Skills
Amazon Web Services..., Windows Azure, .NET, C#, Java, Python, SQL, XML, JavaScript, Business Analysis, Spring Framework, Integration, Requirements Analysis, Quality Assurance, Testing, Oracle, Analysis, HTTP, AJAX, CSS, Spring, JUnit, Tomcat, WebSphere Application..., HTML5, PostgreSQL, Cloud Applications, Cloud Computing, Agile Methodologies, REST
Education
Fordham University 2006 — 2010
BA, Economics
V-Soft Consulting Group, Inc. November 2013 - Present
National Financial Partners October 2008 - November 2013
Winged Keel Group June 2007 - September 2008
New York Institute of Technology March 2006 - December 2007
Skills
Database Administration, Microsoft SQL Server, Database Design, SSIS, SSRS, Disaster Recovery, Performance Tuning, T-SQL Stored Procedures, Oracle, PL/SQL, VB.NET, VBScript, Visual Basic 5.0/6.0, C, C++, JavaScript, ASP, HTML, VBA, Visual Studio, MS Visual SourceSafe
Education
New York Institute of Technology-Old Westbury 2006 — 2007
Master's degree, Computer Science
A.D. Patel Institute Of Technology 2000 — 2004
Bachelor's degree, Computer Engineering
Winged Keel Group April 2014 - Present
Morgan Stanley July 2013 - February 2014
Morgan Stanley June 2013 - July 2013
MultiFunding LLC June 2012 - May 2013
Julian Young & Co., Solicitors June 2011 - August 2011
Chatham Municipal Pool July 2008 - August 2010
Allstate Insurance July 2008 - July 2009
Frelinghuysen for Congress July 2008 - August 2008
Skills
Fundraising, Management, Business Development, Public Speaking, Leadership, Microsoft Excel, Analysis, Data Analysis, Bloomberg, SAP, Data Modeling, Avaya IP Telephony, PowerPoint, Social Media, Microsoft Word, Microsoft Office
Education
Villanova University 2009 — 2013
Bachelor of Arts, Economics & Political Science double major, Business minor, 3.57
The London School of Economics and Political Science (LSE) 2011 — 2011
The Political Economy of Public Policy
Chatham High School
Winged Keel Group August 2014 - Present
John Hancock Financial Services November 2013 - July 2014
John Hancock Financial Services July 2011 - November 2013
John Hancock Financial Services January 2010 - January 2011
Department of Defense January 2009 - June 2009
Merrill Lynch January 2008 - June 2008
CIGNA Group Insurance May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, GGY Axis, Lotus Notes, Access, PowerPoint, Mathematics, Highly detail oriented, Actuarial Science, Essbase, Financial Analysis, Leadership, Business Analysis
Education
Northeastern University 2006 — 2011
Bachelor or Science, Mathematics
Capital and Cash Partners January 2015 - Present
Fora Financial April 2013 - September 2014
Open Systems Technologies December 2011 - October 2012
Winged Keel Group May 2010 - August 2010
LockerBlogger December 2009 - February 2010
Skills
Finance, Benefits Negotiation, Sales, Financial Analysis, Small Business Lending, Commercial Lending, Cash Flow Lending, Financial Risk, Analysis, Management, Marketing, SDLC, Business Analysis, Microsoft Excel, Leadership, Banking, Portfolio Management, Microsoft Office
Education
University of Florida 2008 — 2011
Bachelors of Art, Criminology, Business Minor
University of Sydney 2010 — 2010
Business and Criminology
Half Hollow Hills High School East 2004 — 2007
Winged Keel Group January 2014 - Present
Pine Grove Asset Management August 2013 - December 2013
Golub Capital (Beacon Hill Staffing Group) November 2012 - July 2013
Bain & Co. (Beacon Hill Staffing Group) July 2012 - November 2012
American Red Cross January 2012 - May 2012
Chance English School September 2010 - June 2011
Assuage China May 2011 - May 2011
Skills
Chinese, Microsoft Office, Excel, Customer Service, PowerPoint, Word, Research, Photoshop, Teaching, Mandarin, Windows, Social Media, Investor Relations, Salesforce.com, Sage CRM, CRM, Alternative Investments, SharePoint, Audacity, Microsoft Excel, Fundraising
Education
University at Albany 2008 — 2012
BA, Chinese Studies, Rhetoric and Communication, 3.61
Sichuan University 2010 — 2011
Chinese
Newark Academy 2001 — 2008
EY June 2013 - Present
Winged Keel Group March 2013 - June 2013
Pryor Cashman LLP September 2012 - December 2012
Fordham Prep 2011 - 2012
Education
Fordham University 2010 — 2012
BA, Economics
Prudential Financial December 2013 - Present
Winged Keel Group June 2012 - August 2012
Global Liquidity Partners June 2011 - August 2011
Skills
Investments, Equities, Microsoft Excel, Finance, Accounting, Financial Analysis, Equity Trading, Economics, Financial Markets, Fixed Income, Financial Reporting, BlackRock Aladdin
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), International Relations
Christian Brothers Academy 2005 — 2009
High School Diploma
Winged Keel Group June 2015 - Present
Winged Keel Group June 2014 - July 2014
Skills
Entrepreneurship, Social Media
Education
University of North Carolina at Chapel Hill 2013 — 2017
Bachelor of Arts (BA), Strategic Communications, Junior
Deerfield Academy 2009 — 2013
High School Diploma