DR. DAVID JOSEPH HELLER, M.D. M.P.H.
Osteopathic Medicine at 5 Ave, New York, NY

Associate at Lenox Advisors

Financial Services

Lenox Advisors - Greater New York City Area since Nov 2010 - Associate AXA Advisors Jan 2010 - Oct 2010 - Financial Professional Atrinsic Jul 2007 - Jan 2010 - Senior Account Executive EFT Network, Inc. Feb 2006 - Jul 2007 - Account Executive/Specialized Sales Paychex, Inc. Jul 2002 - Feb 2006 - Sales Representative VMS Jan 1999 - Jul 2002 - Account/Sales Representative

Asset Managment

FINRA Series 7 License, FINRA Series 63 New York State Life & Health Insurance License

Insurance

QBE the Americas - Greater New York City Area Nov 2009 - May 2013 - Senior Vice President Management Information / Finance QBE the Americas Jan 2006 - Nov 2009 - Vice President of Finance Clarendon Insurance Group 1998 - 2006 - Vice President KPMG US Sep 1994 - May 1998 - Supervising Senior Auditor

Reinsurance, Property & Casualty Insurance, Underwriting, Insurance, Professional Liability, General Insurance, Risk Management, Casualty, Liability, Claim, Financial Reporting, Strategic Planning, Accounting, Excess, Workers Compensation, Mergers, Financial Analysis, Claims Management, Health Insurance, Budgets, Mergers & Acquisitions, Internal Audit, Legal Liability, Auditing, Sarbanes-Oxley Act, Business Analysis, Financial Services, Finance, Internal Controls, Analysis, Business Process Improvement, Process Improvement, Information Governance, Information Technology, Project Management, Master Data Management, Financial Risk, GAAP, Due Diligence, Executive Management, Account Reconciliation, Commercial Insurance, Litigation Management, Leadership, Actuarial Science, Strategic Financial Planning, Commercial Lines, Management, Captives

Mountain Biking, Hiking, Reading

Certified Public Accountant, Pennsylvania Institute of Certified Public Accountants
Chartered Global Management Accountant, AICPA

Investment Operations Manager at Northwestern Mutual

Financial Services

Northwestern Mutual since 2006 - Investment Operations Manager TD Ameritrade 2003 - 2006 - E-Document Services/Regulatory Agent TD Ameritrade 2003 - 2006 - Senior Account Officer Computershare 2001 - 2003 - Senior Sales Specialist/Trading Assistant

Series 63, Series 7, Securities, Wealth Management, Fixed Annuities, Equities, FINRA, Investments, Risk Management, Fixed Income, Insurance, Mutual Funds, Retirement Planning, Options, Financial Markets, Capital Markets, Uniform Combined State Law

Fishing, investing, going to sporting events, biking, gym, etc.

Public Relations and Communications

Director, Investment Banking Group at Cushman & Wakefield

Real Estate

Cushman & Wakefield - New York, NY since May 2012 - Director, Investment Banking Group Cushman & Wakefield - New York, NY Apr 2010 - Apr 2012 - Associate, Investment Banking Group Cushman & Wakefield 2006 - Apr 2010 - Analyst

Investment Banking, Capital Markets

President at David Heller & Company, LLC

Security and Investigations

David Heller & Company, LLC since Feb 1991 - President David Heller & Company, LLC 1991 - 2009 - President

Physical Security, Security Management, Operations Management, Background Checks, Emergency Management, Security Operations, Expert Witness, Surveillance, Training, Security, Protection, CCTV, Private Investigations, Risk Management, Access Control, Internal Investigations, Investigation, Fraud, Crisis Management, Team Building, Risk Assessment, Alarm Systems

President at Printex Packaging Corporation

Packaging and Containers

Product Development

Owner at David P. Heller, CPA

Accounting

Specialized Sales at EFT Network, Inc

Banking

Benjamin N Cardozo