J Smookler Location: Poughkeepsie, NY 12603 ... rescription drug costs for Medicare and Medicaid MA, Part D and MAPD plans.Analyzed group and individual medical and prescription drug experience. Helped develop unpaid claim reserve estimates and analyze retiree drug subsidy reports for employers.OTHER EXPERIENCE CITY OF POUGHKEEPSIE, Poughkeepsie, NY 8/08 - 12/08 Departments of Finance, Corporation CounselConducted Property and Casualty pricing for municipal liabilities and capital equity analysis with bonding and debt examination. ACADEMIC SERVICES CENTER, Albany, NY 9/04 - 5/08 University at Albany Tutor: Math and EconomicsHelped students in courses ranging from basic Mathematics and Economics courses to upper-level actuarial pr ...
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K Wong Location: Albany, NY 10013 ... n, New York 2007 - 2009Estate administration for Incapacitated Persons and decedents, including collection of assets and income, liquidation of debts, accountings and prepare Annual Accounting reports for guardianship casesManage bank and brokerage accounts for multiple clients, such as reconciling accounts, paying monthly bills, payroll for clients' companions, etc.; manage and process accounts receivable and payablePrepare and process payroll and benefits for company employees Conduct legal research and draft memorandum concerning various legal issuesCommunicat e regularly with judges, judicial clerks, and attorneys to follow up on status of judicial orders and affairsOrganize an ...
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S Mason Crannell Location: Fort Ann, NY 12827 ... ls while maximizing my contributions to a growing organization. I pride myself on providing the highest level of quality service and performance, being very detail-oriented. I enjoy working in Operations and Compliance. EXPERIENCE:March 2008 - Present: Saratoga Wealth Advisors, Operations & ComplianceWhile my primary responsibility involved Compliance & Investment Account Administration, I also completed a tax preparation course through the National Tax School. Duties include but are not limited to: Investment Database Maintenance with direct interface through Schwab, Quarterly Investment Newsletter production and publishing, Tax Administration, Estate Administration (including ...
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J Runfola Location: Lockport, NY 14094 ... onomics, April 09 Concentration: Finance RELATED Accounting I & II Business Law COURSES Marketing Business Policy Project Management Statistics Money & Banking Investments Taxes Corporate Finance CERTIFICATION/ NYS Life, Accident & Health License FINRA Series 6 License LICENSES NYS Property & Casualty License FINRA Series 63 License NYS Property & Casualty Brokers License MetLife Bank Certification Allstate Bank Certification Anti Money Laundering Certification EXPERIENCE Allstate Insurance and Financial Services - Williamsville, NY 11/08-Present Licensed Agent · Sel ...
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K Pertsovskaya Location: New York, NY 10019 ... 4 / Economics GPA: 3.77 / Math GPA: 3.59Relevant coursework: Corporate Finance, Probability & Statistics, Econometrics, Intermediate Macro & Micro, Financial Economics, Math of Finance, Introduction to AccountingSenior Research Paper: Stock Market development and Economic Growth in countries with weak legal infrastructureHo nors and awards: Dean's List, distinction on the senior requirement in EconomicsReid Hall, Columbia University Language Program January 2008 - May 2008Relevant Coursework: Economics of European Union taken at Pantheon-Sorbonn e Paris, FranceACTUARIAL STATUSSOA Course FM / CAS Exam 2: to be taken in December 2009SOA Course P / CAS Exam 1: passed in July 2009WORK E ...
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D Muller Location: Cold Brook, NY 13324 ... er. I am the type of employee who goes to work as much for the mental challenge and learning experience as for the paycheck. Work History: Benefit Plan Administrators, Utica, NY (315) 292-6900 Customer Service Representative February 2007- current Resolve problems, and answer questions from participants and brokers regarding all aspects of our administered retirement plans. Must be able to keep abreast of all legal plan provision, ERISA law, and IRA rules and regulations, in order give correct information. The Hartford Insurance Company, New Hartford, NY 315-731-0416 Key Account Policy Change Rep January 2005-June 2007 Customer Service Representative May 2003-January 2005 Process ma ...
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S Passino Location: South Glens Falls, NY 99999 ... (Evening classes) Work experience: Commercial Lines Producer Commercial Lines Underwriter Assistant Commercial Lines CSA Please email me at passino_S@yahoo. com if you would like more information Thank you, Shawna ...
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G Masseus Location: Albany, NY 12203 ... firm. Superb communication, analytical, and leadership skills. Ability to collaborate effectively in teams, motivates others, and adapt to change; Excellent time management and organizational skills as demonstrated by ability to balance and meet academic, athletic and work demands. Education August 2002 – May 2005 State University of New York at Albany Albany, New York Bachelors of Science in Mathematics Concentration: Business Administration and Finance Dean’s List: Spring 2001, Fall 2001 Language Skills: English, French, Creole Computer Skills: Visual Basic 6.0, AutoCAD 2000(intermediat e level), OrCAD PSPICE 9.1,C++, C, Pascal, Cobol, Adobe Reader 7.0, Adobe Ph ...
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N Scopelliti Location: Long Island City, NY 11106 ... ties. EMPLOYMENT Aon Risk Services, Inc. of New York New York, NY Client Service Specialist 1/06-Present Responsible for third largest book of business (with premiums of approximately $40M) in a team of eleven employees. Identifies and gathers necessary information from numerous sources, including other business units and clients, to support placement process as well as surplus lines’ filings. Assists the Originators and Relationship Managers with the renewal process (conducts research on exposures, loss history and coverage needs for submission with the brokering unit). Creates policy schedules of insurance, premium breakdowns and all post placement outputs upon new or renewal ...
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B Sandler Location: Huntington Station, NY 11746 ... Investigate, analyze, evaluate and negotiate commercial marine claims of minimal to moderate complexity relative to 1st party property damage and legal liability exposures. Responsible for the management of all freight related claims. Knowledge of industry practices for cost recovery, legal liability associated with shipping terms and transfer of ownership of inventory. Maximize claims recovery while ensuring compliance with internal control. Independently research and file all claims with transportation providers. Manage the claims process directly with our vendors up to and through the point of cash recovery. American Commerce Insurance Company Claims Representativ ...