Jackson Company
Jackson List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Jackson. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Jackson Employees
Employee
Years
Job
Industry
James Stockman James Stockman's Jackson Experience April 2014 - Present
Job Wholesaler(CO & KS) at Jackson
Industry Financial Services
Experience
Jackson April 2014 - Present
Jackson National Life May 2013 - April 2014
Dish Network January 2013 - April 2013
HealthONE July 2012 - December 2012
Hamilton Sundstrand June 2011 - September 2011
Boston Market April 2008 - September 2009
Boston Market September 2006 - April 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, PowerPoint, Microsoft Word, Outlook, Financial Analysis, Event Management, Social Media, Business Strategy, Public Speaking, Research, Marketing, Marketing Strategy, Marketing Communications, QuickBooks, Event Planning, Leadership Development, Social Media Marketing, SPSS, Public Relations, Competitive Analysis, Fundraising
Education
University of Denver 2008 — 2012
University of Denver - Daniels College of Business 2008 — 2012
BSBA, Marketing
Jackson April 2014 - Present
Jackson National Life May 2013 - April 2014
Dish Network January 2013 - April 2013
HealthONE July 2012 - December 2012
Hamilton Sundstrand June 2011 - September 2011
Boston Market April 2008 - September 2009
Boston Market September 2006 - April 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, PowerPoint, Microsoft Word, Outlook, Financial Analysis, Event Management, Social Media, Business Strategy, Public Speaking, Research, Marketing, Marketing Strategy, Marketing Communications, QuickBooks, Event Planning, Leadership Development, Social Media Marketing, SPSS, Public Relations, Competitive Analysis, Fundraising
Education
University of Denver 2008 — 2012
University of Denver - Daniels College of Business 2008 — 2012
BSBA, Marketing
Christopher Brantley Christopher Brantley's Jackson Experience April 2013 - September 2013
Job Wealth Management Analyst, WealthPartners, LLP
Industry Financial Services
Experience
WealthPartners, LLP September 2013 - Present
Jackson April 2013 - September 2013
Jackson National Life October 2012 - April 2013
Jackson National Life June 2012 - October 2012
Merrill Lynch June 2011 - August 2011
Parkway Properties Inc June 2008 - August 2008
Skills
Series 6, Series 63, Analysis, Leadership, Insurance, Salesforce.com, Wealth Management, Securities, Fixed Annuities
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration, Managerial Finance & Banking and Finance
Jackson Preparatory School 2002 — 2008
WealthPartners, LLP September 2013 - Present
Jackson April 2013 - September 2013
Jackson National Life October 2012 - April 2013
Jackson National Life June 2012 - October 2012
Merrill Lynch June 2011 - August 2011
Parkway Properties Inc June 2008 - August 2008
Skills
Series 6, Series 63, Analysis, Leadership, Insurance, Salesforce.com, Wealth Management, Securities, Fixed Annuities
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration, Managerial Finance & Banking and Finance
Jackson Preparatory School 2002 — 2008
Annette Grinberg Annette Grinberg's Jackson Experience October 2009 - March 2010
Job Management Consultant
Industry Management Consulting
Experience
Point B August 2014 - Present
Accenture March 2013 - August 2014
Accenture April 2010 - February 2013
Jackson October 2009 - March 2010
Skills
SDLC, Analysis, Requirements Analysis, Business Process, Test Automation, Management, Agile Methodologies, PMO, Telecommunications, Business Analysis, Business Process..., Visio, Requirements Gathering, Project Management, Functional Testing, Process Improvement, Maven2, Configuration Management, Jenkins, Test Management, Linux, Shell Scripting, Weblogic, SQL, WebLogic, Business Process Design
Education
University of Colorado at Boulder 2006 — 2009
Bachelor of Arts (B.A.), Economics
Point B August 2014 - Present
Accenture March 2013 - August 2014
Accenture April 2010 - February 2013
Jackson October 2009 - March 2010
Skills
SDLC, Analysis, Requirements Analysis, Business Process, Test Automation, Management, Agile Methodologies, PMO, Telecommunications, Business Analysis, Business Process..., Visio, Requirements Gathering, Project Management, Functional Testing, Process Improvement, Maven2, Configuration Management, Jenkins, Test Management, Linux, Shell Scripting, Weblogic, SQL, WebLogic, Business Process Design
Education
University of Colorado at Boulder 2006 — 2009
Bachelor of Arts (B.A.), Economics
Elissa Dowden Elissa Dowden's Jackson Experience October 2014 - February 2015
Job Public Relations and Communications Manager at Shannon Specialty Floors, Inc.
Industry Public Relations and Communications
Experience
Shannon Specialty Floors, Inc. February 2015 - Present
Jackson October 2014 - February 2015
Jackson July 2014 - October 2014
Shirts For Greeks September 2013 - May 2014
University of Alabama August 2010 - May 2014
Culverhouse Investment Management Group September 2013 - April 2014
Fidelity Investments May 2013 - July 2013
SWBC November 2012 - May 2013
Fidelity Investments May 2012 - July 2012
Skills
Press Releases, Social Networking, Leadership, Media Relations, PowerPoint, Research, Public Speaking, InDesign, AP Style, Public Relations, Community Outreach, Facebook, Social Media, Teamwork, Microsoft Office, Photoshop, Blogging, Creative Writing, Corporate Communications, Microsoft Excel, Adobe Powerpoint, Adobe InDesign, Adobe Illustrator, Writing, Arts, Exel, Delegation, Written & Verbal..., Presentations, Professional..., Organization, Graphic Design, Strategic Communications, Relationship Management, Marketing Strategy
Education
University of Alabama 2010 — 2014
Bachelor's, Public Relations
Shannon Specialty Floors, Inc. February 2015 - Present
Jackson October 2014 - February 2015
Jackson July 2014 - October 2014
Shirts For Greeks September 2013 - May 2014
University of Alabama August 2010 - May 2014
Culverhouse Investment Management Group September 2013 - April 2014
Fidelity Investments May 2013 - July 2013
SWBC November 2012 - May 2013
Fidelity Investments May 2012 - July 2012
Skills
Press Releases, Social Networking, Leadership, Media Relations, PowerPoint, Research, Public Speaking, InDesign, AP Style, Public Relations, Community Outreach, Facebook, Social Media, Teamwork, Microsoft Office, Photoshop, Blogging, Creative Writing, Corporate Communications, Microsoft Excel, Adobe Powerpoint, Adobe InDesign, Adobe Illustrator, Writing, Arts, Exel, Delegation, Written & Verbal..., Presentations, Professional..., Organization, Graphic Design, Strategic Communications, Relationship Management, Marketing Strategy
Education
University of Alabama 2010 — 2014
Bachelor's, Public Relations
Missy Scheuller Missy Scheuller's Jackson Experience February 2014 - April 2015
Job CRM Consultant at Serenata IntraWare
Industry Computer Software
Experience
Serenata IntraWare April 2015 - Present
Jackson February 2014 - April 2015
Frontier Airlines August 2012 - February 2014
Red Rocks Credit Union October 2010 - September 2012
Continental Airlines 2007 - 2010
GS Marketing 2005 - 2007
The Phelps Group 1998 - 1998
Skills
Email Marketing, Direct Marketing, Integrated Marketing, Marketing Communications, CRM, Marketing, Advertising, Social Media Marketing, Digital Marketing, Strategic Planning, Marketing Strategy, E-commerce, Marketing Management, Online Advertising, Online Marketing, Analytics, Web Analytics, SEO
Education
University of Nevada-Reno 1994 — 1998
Bachelor's degree, Journalism
Serenata IntraWare April 2015 - Present
Jackson February 2014 - April 2015
Frontier Airlines August 2012 - February 2014
Red Rocks Credit Union October 2010 - September 2012
Continental Airlines 2007 - 2010
GS Marketing 2005 - 2007
The Phelps Group 1998 - 1998
Skills
Email Marketing, Direct Marketing, Integrated Marketing, Marketing Communications, CRM, Marketing, Advertising, Social Media Marketing, Digital Marketing, Strategic Planning, Marketing Strategy, E-commerce, Marketing Management, Online Advertising, Online Marketing, Analytics, Web Analytics, SEO
Education
University of Nevada-Reno 1994 — 1998
Bachelor's degree, Journalism
Jordan Schulze, CIMA®, CFP® Jordan Schulze, CIMA®, CFP®'s Jackson Experience August 2015 - Present
Job Business Development Consultant
Industry Financial Services
Experience
Jackson August 2015 - Present
Jackson National Life April 2012 - July 2015
Lockton Companies December 2011 - April 2012
Northwestern Mutual Financial Network July 2008 - January 2012
Safeway May 2004 - April 2011
EKS&H January 2010 - April 2010
Skills
Strategic Financial..., Series 7, Series 63, 401k, Series 6, Retirement Planning, Investments, Financial Modeling, Financial Analysis, Mutual Funds, Annuity Sales, Alternative Investments, Variable Annuities, Fixed Annuities, Equity Indexed Annuities, Salesforce.com, Asset Management, Finance, Securities, Certified Financial...
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Finance and Accounting
Jackson August 2015 - Present
Jackson National Life April 2012 - July 2015
Lockton Companies December 2011 - April 2012
Northwestern Mutual Financial Network July 2008 - January 2012
Safeway May 2004 - April 2011
EKS&H January 2010 - April 2010
Skills
Strategic Financial..., Series 7, Series 63, 401k, Series 6, Retirement Planning, Investments, Financial Modeling, Financial Analysis, Mutual Funds, Annuity Sales, Alternative Investments, Variable Annuities, Fixed Annuities, Equity Indexed Annuities, Salesforce.com, Asset Management, Finance, Securities, Certified Financial...
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Finance and Accounting
David Kunkel David Kunkel's Jackson Experience January 2010 - Present
Job Regional Vice President at Jackson
Industry Financial Services
Experience
Jackson January 2010 - Present
Wells Fargo Financial December 2007 - March 2009
Skills
Alternative Investments, Variable Annuities, Estate Tax Planning, Tax-advantaged..., Personal Finance, Public Speaking, Financial Planning, Customer Service, Retirement, Asset Allocation
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Jackson January 2010 - Present
Wells Fargo Financial December 2007 - March 2009
Skills
Alternative Investments, Variable Annuities, Estate Tax Planning, Tax-advantaged..., Personal Finance, Public Speaking, Financial Planning, Customer Service, Retirement, Asset Allocation
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Kevin Burnett.Kevin Kevin Burnett.Kevin's Jackson Experience 2001 - 2002
Job Financial Advisor at SunTrust Investment Services Inc
Industry
Experience
SunTrust Investment Services Inc November 2007 - Present
BB&T 2005 - 2007
BB&T 2005 - 2007
Jackson 2001 - 2002
Transamerica 2000 - 2001
Prudential Financial 1996 - 2000
Skills
Asset Management
Education
University of Connecticut 1990 — 1994
B.A. Communication Arts
SunTrust Investment Services Inc November 2007 - Present
BB&T 2005 - 2007
BB&T 2005 - 2007
Jackson 2001 - 2002
Transamerica 2000 - 2001
Prudential Financial 1996 - 2000
Skills
Asset Management
Education
University of Connecticut 1990 — 1994
B.A. Communication Arts
John Opp's Jackson Experience August 2004 - May 2007
Job Account Manager at Arbitrage Compliance Specialists, Inc.
Industry Accounting
Experience
Arbitrage Compliance Specialists, Inc. January 2014 - Present
KeyBank July 2009 - January 2014
Wells Fargo May 2007 - July 2009
Jackson August 2004 - May 2007
General Nutrition Centers, Inc January 2003 - July 2004
Skills
Account Management, Microsoft Word, Sales, Microsoft Office, Customer Service, Management, Finance, Leadership
Education
University of Redlands 1999 — 2002
English, Creative Writing - Non Fiction
University of Colorado Boulder 1998 — 1999
Journalism
University of Northern Colorado 1997 — 1998
Journalism
Mullen
Mullen
Arbitrage Compliance Specialists, Inc. January 2014 - Present
KeyBank July 2009 - January 2014
Wells Fargo May 2007 - July 2009
Jackson August 2004 - May 2007
General Nutrition Centers, Inc January 2003 - July 2004
Skills
Account Management, Microsoft Word, Sales, Microsoft Office, Customer Service, Management, Finance, Leadership
Education
University of Redlands 1999 — 2002
English, Creative Writing - Non Fiction
University of Colorado Boulder 1998 — 1999
Journalism
University of Northern Colorado 1997 — 1998
Journalism
Mullen
Mullen
Molly Moore Molly Moore's Jackson Experience January 2014 - Present
Job Regional Vice President
Industry Financial Services
Experience
Jackson January 2014 - Present
Jackson National Life May 2010 - January 2014
Jackson February 2009 - May 2010
Skills
Retirement Planning, Series 63, Fixed Annuities, Mutual Funds, Investments, Series 7, 401k, Insurance, Retirement, Financial Planning, Alternative Investments
Education
University of Colorado at Boulder 2003 — 2007
BA, International Affairs
Jackson January 2014 - Present
Jackson National Life May 2010 - January 2014
Jackson February 2009 - May 2010
Skills
Retirement Planning, Series 63, Fixed Annuities, Mutual Funds, Investments, Series 7, 401k, Insurance, Retirement, Financial Planning, Alternative Investments
Education
University of Colorado at Boulder 2003 — 2007
BA, International Affairs
Ben Krantz Ben Krantz's Jackson Experience May 2014 - August 2014
Job C&G Data Manager at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's June 2015 - Present
University of Nebraska–Lincoln August 2012 - May 2015
Jackson May 2014 - August 2014
University of Nebraska–Lincoln September 2011 - May 2014
Cherry Creek Schools September 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Leadership, English, Team Leadership, Time Management, Windows, Courtesy, Reliability
Education
University of Nebraska-Lincoln 2011 — 2015
Bachelor of Science (B.S.), Finance, General
University of Nebraska-Lincoln 2011 — 2015
Bachelor of Arts (B.A.), Vocal Performance
Standard & Poor's June 2015 - Present
University of Nebraska–Lincoln August 2012 - May 2015
Jackson May 2014 - August 2014
University of Nebraska–Lincoln September 2011 - May 2014
Cherry Creek Schools September 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Leadership, English, Team Leadership, Time Management, Windows, Courtesy, Reliability
Education
University of Nebraska-Lincoln 2011 — 2015
Bachelor of Science (B.S.), Finance, General
University of Nebraska-Lincoln 2011 — 2015
Bachelor of Arts (B.A.), Vocal Performance
Dana McMillin Dana McMillin's Jackson Experience June 2014 - Present
Job Regional Vice President at Jackson
Industry Financial Services
Experience
Jackson June 2014 - Present
Jackson June 2013 - Present
Jackson National Life February 2011 - June 2013
Jackson National Life March 2010 - February 2011
The Phillips Family August 2009 - January 2010
Buenos Aires Pizzeria June 2007 - March 2009
Istonish April 2008 - July 2008
Skills
Spanish, Management, Time Management, Event Planning, Microsoft Office, Outlook, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Social Networking, Research, Fundraising, Marketing
Education
Universidad de Buenos Aires 2008 — 2009
International Affairs, Spanish Literature, International Affairs, Economics, Spanish Literature, Spanish Language
University of Colorado Boulder 2005 — 2009
International Affairs, Spanish and Portuguese, International Politics, Political Science, Spanish Language and Literature, Portuguese Language
Jackson June 2014 - Present
Jackson June 2013 - Present
Jackson National Life February 2011 - June 2013
Jackson National Life March 2010 - February 2011
The Phillips Family August 2009 - January 2010
Buenos Aires Pizzeria June 2007 - March 2009
Istonish April 2008 - July 2008
Skills
Spanish, Management, Time Management, Event Planning, Microsoft Office, Outlook, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Social Networking, Research, Fundraising, Marketing
Education
Universidad de Buenos Aires 2008 — 2009
International Affairs, Spanish Literature, International Affairs, Economics, Spanish Literature, Spanish Language
University of Colorado Boulder 2005 — 2009
International Affairs, Spanish and Portuguese, International Politics, Political Science, Spanish Language and Literature, Portuguese Language
Lauren Klebba's Jackson Experience May 2011 - December 2012
Job Strategic Accounts Program Manager at Konica Minolta Business Solutions U.S.A., Inc.
Industry Information Technology and Services
Experience
Konica Minolta Business Solutions U.S.A., Inc. June 2013 - Present
Konica Minolta Business Solutions U.S.A., Inc. December 2012 - July 2013
Jackson May 2011 - December 2012
University of Michigan January 2008 - May 2010
University of Michigan September 2009 - December 2009
Offspring Entertainment May 2008 - August 2009
Skills
Customer Service, Project Planning, Data Entry, Microsoft Office, Event Planning, Fundraising, Social Media, Microsoft Excel, PowerPoint, Sales, Research, Microsoft Word, Public Speaking, Social Networking, Facebook, Strategic Planning, Strategic Thinking, Project Management, Project Coordination
Education
University of Michigan 2006 — 2012
Bachelor's Degree, Screen Arts & Cultures
Konica Minolta Business Solutions U.S.A., Inc. June 2013 - Present
Konica Minolta Business Solutions U.S.A., Inc. December 2012 - July 2013
Jackson May 2011 - December 2012
University of Michigan January 2008 - May 2010
University of Michigan September 2009 - December 2009
Offspring Entertainment May 2008 - August 2009
Skills
Customer Service, Project Planning, Data Entry, Microsoft Office, Event Planning, Fundraising, Social Media, Microsoft Excel, PowerPoint, Sales, Research, Microsoft Word, Public Speaking, Social Networking, Facebook, Strategic Planning, Strategic Thinking, Project Management, Project Coordination
Education
University of Michigan 2006 — 2012
Bachelor's Degree, Screen Arts & Cultures
Brett Tomlinson's Jackson Experience February 2014 - June 2015
Job Regional Sales Associate at Guggenheim Investments
Industry Wholesale
Experience
Guggenheim Partners June 2015 - Present
Jackson February 2014 - June 2015
Jackson National Life July 2011 - February 2014
JPMorganChase June 2007 - June 2011
Skills
Insurance, Salesforce.com, Asset Allocation, Portfolio Management, Sales, Finance, Customer Service, Microsoft Office, Series 63, Series 7, Sales Presentations, Retirement, Sales Management
Education
University of Iowa 2003 — 2007
B.B.A., Business, Finance
Guggenheim Partners June 2015 - Present
Jackson February 2014 - June 2015
Jackson National Life July 2011 - February 2014
JPMorganChase June 2007 - June 2011
Skills
Insurance, Salesforce.com, Asset Allocation, Portfolio Management, Sales, Finance, Customer Service, Microsoft Office, Series 63, Series 7, Sales Presentations, Retirement, Sales Management
Education
University of Iowa 2003 — 2007
B.B.A., Business, Finance
Jonathan Raguse's Jackson Experience July 2014 - August 2015
Job Product Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2015 - Present
Jackson July 2014 - August 2015
Jackson April 2014 - July 2014
Universal Forest Products June 2013 - November 2013
Flyer Enterprises August 2009 - May 2013
Arthur J. Gallagher & Co. June 2012 - August 2012
Gallery Saint John April 2012 - July 2012
Camp Laurel South June 2011 - August 2011
Skills
Sales, Series 6, Series 63
Education
University of Dayton 2009 — 2013
Bachelors of Science in Business Administration, Marketing and Economics
Forest Hills Eastern High School 2005 — 2009
OppenheimerFunds September 2015 - Present
Jackson July 2014 - August 2015
Jackson April 2014 - July 2014
Universal Forest Products June 2013 - November 2013
Flyer Enterprises August 2009 - May 2013
Arthur J. Gallagher & Co. June 2012 - August 2012
Gallery Saint John April 2012 - July 2012
Camp Laurel South June 2011 - August 2011
Skills
Sales, Series 6, Series 63
Education
University of Dayton 2009 — 2013
Bachelors of Science in Business Administration, Marketing and Economics
Forest Hills Eastern High School 2005 — 2009
Thiru Maddireddy Thiru Maddireddy's Jackson Experience December 2012 - December 2013
Job Sr. Java / J2EE Developer at Macy's
Industry Information Technology and Services
Experience
Macy's May 2015 - Present
Verizon Telematics, Inc. December 2013 - May 2015
Jackson December 2012 - December 2013
Verizon Wireless November 2009 - November 2012
at Fidelity Investments December 2007 - October 2009
at Cisco Systems May 2007 - November 2007
at Cisco Systems June 2005 - April 2007
Advanced Networks Inc January 2003 - May 2005
Skills
Spring, Hibernate, Web Services, Struts, JDBC, Java, XML, JSP, JMS, Oracle, Servlets, J2EE, JSF, jQuery, WebSphere Application..., JavaScript, HTML, AJAX, Unix, Resetful, JBoss Application Server, Java Enterprise Edition, Spring Framework
Education
University of Madras 1998 — 2002
B.E, E.C.E
Macy's May 2015 - Present
Verizon Telematics, Inc. December 2013 - May 2015
Jackson December 2012 - December 2013
Verizon Wireless November 2009 - November 2012
at Fidelity Investments December 2007 - October 2009
at Cisco Systems May 2007 - November 2007
at Cisco Systems June 2005 - April 2007
Advanced Networks Inc January 2003 - May 2005
Skills
Spring, Hibernate, Web Services, Struts, JDBC, Java, XML, JSP, JMS, Oracle, Servlets, J2EE, JSF, jQuery, WebSphere Application..., JavaScript, HTML, AJAX, Unix, Resetful, JBoss Application Server, Java Enterprise Edition, Spring Framework
Education
University of Madras 1998 — 2002
B.E, E.C.E
Mike Calder Mike Calder's Jackson Experience 2010 - 2013
Job Regional Vice President at Allianz Life
Industry Financial Services
Experience
Allianz Life 2015 - Present
Van Eck Global 2014 - 2015
Franklin Templeton Investments 2013 - 2014
Jackson 2010 - 2013
State Farm Insurance 2000 - 2010
Skills
Variable Annuities, Fixed Annuities, Fixed Index Annuities, Index Variable Annuities, Life Insurance, Mutual Funds, ETFs, Separately Managed..., Unified Managed Accounts, Wrap Accounts, Alternative Investments, Sales, Wholesale, Securities, Asset Allocation, Investments, Asset Management, Wealth Management, Financial Advisory, Financial Services, Relationship Management, Capital Markets, Investment Management, Risk Management, Retirement Planning, Marketing, Public Speaking, Consulting, Territory Management, Territory..., Business Development, FINRA, Series 7, Series 63, Series 6
Education
University of South Florida - College of Business Administration
Bachelor of Science (BS), Business Administration and Economics
Allianz Life 2015 - Present
Van Eck Global 2014 - 2015
Franklin Templeton Investments 2013 - 2014
Jackson 2010 - 2013
State Farm Insurance 2000 - 2010
Skills
Variable Annuities, Fixed Annuities, Fixed Index Annuities, Index Variable Annuities, Life Insurance, Mutual Funds, ETFs, Separately Managed..., Unified Managed Accounts, Wrap Accounts, Alternative Investments, Sales, Wholesale, Securities, Asset Allocation, Investments, Asset Management, Wealth Management, Financial Advisory, Financial Services, Relationship Management, Capital Markets, Investment Management, Risk Management, Retirement Planning, Marketing, Public Speaking, Consulting, Territory Management, Territory..., Business Development, FINRA, Series 7, Series 63, Series 6
Education
University of South Florida - College of Business Administration
Bachelor of Science (BS), Business Administration and Economics
Lauren Wilsmann's Jackson Experience June 2014 - Present
Job Seminar Support Specialist at Jackson
Industry Marketing and Advertising
Experience
Jackson June 2014 - Present
Jackson November 2013 - June 2014
SmartSearch Marketing August 2013 - October 2013
American Marketing Association November 2011 - May 2013
University of Georgia August 2009 - May 2013
Relativity Media January 2013 - March 2013
State Farm Insurance May 2012 - August 2012
ShortForm October 2011 - May 2012
Switch October 2011 - May 2012
Country Club of Roswell February 2008 - October 2008
Skills
Social Media Marketing, Website Promotion, Market Research, Business Statistics, Microsoft Office, Photoshop, Public Speaking, Marketing Communications, Market Planning, Business Networking, Sponsorship Marketing, Website Development, Sponsorship
Education
University of Georgia - Terry College of Business 2009 — 2013
BA, Marketing, Public Health
Jackson June 2014 - Present
Jackson November 2013 - June 2014
SmartSearch Marketing August 2013 - October 2013
American Marketing Association November 2011 - May 2013
University of Georgia August 2009 - May 2013
Relativity Media January 2013 - March 2013
State Farm Insurance May 2012 - August 2012
ShortForm October 2011 - May 2012
Switch October 2011 - May 2012
Country Club of Roswell February 2008 - October 2008
Skills
Social Media Marketing, Website Promotion, Market Research, Business Statistics, Microsoft Office, Photoshop, Public Speaking, Marketing Communications, Market Planning, Business Networking, Sponsorship Marketing, Website Development, Sponsorship
Education
University of Georgia - Terry College of Business 2009 — 2013
BA, Marketing, Public Health
James Graves's Jackson Experience April 2015 - Present
Job Senior Actuarial Analyst at Jackson
Industry Insurance
Experience
Jackson April 2015 - Present
CNA Insurance April 2014 - March 2015
Mercer June 2013 - March 2014
Mercer June 2012 - August 2012
Skills
Actuarial Science, Retirement, Employee Benefits, Financial Risk, Defined Benefit, Finance, Retirement Planning, Pensions, Insurance, Probability, Statistics, Econometrics, Actuarial Consulting, VBA
Education
University of Michigan 2009 — 2013
Bachelor of Science (B.S.), Mathematics
Dwight D. Eisenhower High School 2006 — 2009
High School Diploma, Magna Cum Laude
Jackson April 2015 - Present
CNA Insurance April 2014 - March 2015
Mercer June 2013 - March 2014
Mercer June 2012 - August 2012
Skills
Actuarial Science, Retirement, Employee Benefits, Financial Risk, Defined Benefit, Finance, Retirement Planning, Pensions, Insurance, Probability, Statistics, Econometrics, Actuarial Consulting, VBA
Education
University of Michigan 2009 — 2013
Bachelor of Science (B.S.), Mathematics
Dwight D. Eisenhower High School 2006 — 2009
High School Diploma, Magna Cum Laude
Josh Wheeler's Jackson Experience 2008 - 2013
Job Regional Vice President
Industry Computer Software
Experience
Gen-Arc 2015 - Present
Houghton Mifflin Harcourt 2014 - 2015
Jackson 2008 - 2013
COUNTRY Financial® 2004 - 2008
Siegel Oil Company 2001 - 2004
Skills
CRM, Business Development, Sales, Sales Management, Leadership, Marketing, New Business Development, Management, Consulting, Public Speaking, Consultative Sales..., RFP Design, Team Management, Sales Presentations, Salesforce.com, Cloud Computing, Cloud Security, Sales Operations, RFP Generation, Software Project..., Software Development, Software Design, Archives, Non-profit Leadership, Non-profit Volunteer, Non-profit Board..., Publishing Services, Retirement, Variable Annuities, Retirement Planning, Mutual Funds, Financial Planners, Life Insurance, IRAs, 401k Rollovers, Account Management, Certified Fund..., Alternative Investments, FINRA, Financial Planning
Education
University of Colorado Boulder 1998 — 2002
Architecture and Environmental Design, Architecture
Ponderosa High School 1997 — 1998
High School/Secondary Certificate Programs
Oak Ridge High School 1995 — 1996
High School/Secondary Certificate Programs
Gen-Arc 2015 - Present
Houghton Mifflin Harcourt 2014 - 2015
Jackson 2008 - 2013
COUNTRY Financial® 2004 - 2008
Siegel Oil Company 2001 - 2004
Skills
CRM, Business Development, Sales, Sales Management, Leadership, Marketing, New Business Development, Management, Consulting, Public Speaking, Consultative Sales..., RFP Design, Team Management, Sales Presentations, Salesforce.com, Cloud Computing, Cloud Security, Sales Operations, RFP Generation, Software Project..., Software Development, Software Design, Archives, Non-profit Leadership, Non-profit Volunteer, Non-profit Board..., Publishing Services, Retirement, Variable Annuities, Retirement Planning, Mutual Funds, Financial Planners, Life Insurance, IRAs, 401k Rollovers, Account Management, Certified Fund..., Alternative Investments, FINRA, Financial Planning
Education
University of Colorado Boulder 1998 — 2002
Architecture and Environmental Design, Architecture
Ponderosa High School 1997 — 1998
High School/Secondary Certificate Programs
Oak Ridge High School 1995 — 1996
High School/Secondary Certificate Programs
Nathan Jensen Nathan Jensen's Jackson Experience April 2014 - Present
Job Internal Wholesaler at Jackson National Life Distributors, LLC
Industry Financial Services
Experience
Jackson April 2014 - Present
OppenheimerFunds September 2007 - April 2014
Skills
Leadership, Series 63, 401k, Customer Service, Mutual Funds, Retirement Planning, Series 6, Investments, Financial Services, Retirement, Account Management, Finance, Sales, IRAs, Securities, Qualified Retirement..., Salesforce.com, Roth IRA, Direct Sales, Outlook
Education
University of Northern Colorado 2001 — 2006
Bachelor, Business Management
Jackson April 2014 - Present
OppenheimerFunds September 2007 - April 2014
Skills
Leadership, Series 63, 401k, Customer Service, Mutual Funds, Retirement Planning, Series 6, Investments, Financial Services, Retirement, Account Management, Finance, Sales, IRAs, Securities, Qualified Retirement..., Salesforce.com, Roth IRA, Direct Sales, Outlook
Education
University of Northern Colorado 2001 — 2006
Bachelor, Business Management
Erin Cover, CLU® CFS®'s Jackson Experience July 2014 - Present
Job Regional Vice President at Jackson
Industry Financial Services
Experience
Jackson July 2014 - Present
Jackson October 2013 - July 2014
Jackson January 2012 - October 2013
Edward Jones July 2010 - January 2012
Edward Jones July 2009 - July 2010
University of Missouri August 2007 - May 2009
Edward Jones June 2008 - August 2008
Blue 22 PR May 2007 - August 2007
Skills
Series 7, Series 66, Fixed Annuities, Retirement, Marketing, Advertising, Insurance, Financial Services, Market Research, Financial Advisory, Product Marketing, Mutual Funds, Series 63, Retirement Planning, Public Relations, Account Management, Newsletters, Training, Editing, Finance, Sales, Investments
Education
University of Missouri-Columbia 2005 — 2009
Bachelor of Journalism, Advertising/Strategic Communication
Jackson July 2014 - Present
Jackson October 2013 - July 2014
Jackson January 2012 - October 2013
Edward Jones July 2010 - January 2012
Edward Jones July 2009 - July 2010
University of Missouri August 2007 - May 2009
Edward Jones June 2008 - August 2008
Blue 22 PR May 2007 - August 2007
Skills
Series 7, Series 66, Fixed Annuities, Retirement, Marketing, Advertising, Insurance, Financial Services, Market Research, Financial Advisory, Product Marketing, Mutual Funds, Series 63, Retirement Planning, Public Relations, Account Management, Newsletters, Training, Editing, Finance, Sales, Investments
Education
University of Missouri-Columbia 2005 — 2009
Bachelor of Journalism, Advertising/Strategic Communication
Ryan Strauser Ryan Strauser's Jackson Experience May 2011 - Present
Job VP Investment Management at Jackson
Industry Financial Services
Experience
Jackson May 2011 - Present
RS Consulting October 2009 - May 2011
Old Mutual Capital July 2006 - October 2009
Great-West March 2003 - July 2006
OppenheimerFunds February 1998 - March 2003
Education
University of Colorado Denver 2002 — 2004
MBA, Business
Wartburg College 1993 — 1997
BA, Marketing, Psychology
Jackson May 2011 - Present
RS Consulting October 2009 - May 2011
Old Mutual Capital July 2006 - October 2009
Great-West March 2003 - July 2006
OppenheimerFunds February 1998 - March 2003
Education
University of Colorado Denver 2002 — 2004
MBA, Business
Wartburg College 1993 — 1997
BA, Marketing, Psychology
Julia Carpenter Smith Julia Carpenter Smith's Jackson Experience November 2004 - November 2005
Job Highly Motivated and Experienced Financial Advisor, LPL Financial
Industry Financial Services
Experience
Colorado Financial Partners February 2012 - Present
Lincoln Financial Advisors September 2011 - February 2012
Dasgupta and Perron March 2008 - June 2011
Jackson National Life November 2005 - March 2008
Jackson November 2004 - November 2005
CB Richard Ellis January 2004 - May 2004
Education
University of Colorado Boulder 2000 — 2004
BS, Finance
Colorado Financial Partners February 2012 - Present
Lincoln Financial Advisors September 2011 - February 2012
Dasgupta and Perron March 2008 - June 2011
Jackson National Life November 2005 - March 2008
Jackson November 2004 - November 2005
CB Richard Ellis January 2004 - May 2004
Education
University of Colorado Boulder 2000 — 2004
BS, Finance
Bree (Stewart) Bailey Bree (Stewart) Bailey's Jackson Experience December 2009 - March 2014
Job Client Services Manager at EMPOWER Retirement
Industry Financial Services
Experience
Empower Retirement August 2014 - Present
Great-West Financial August 2014 - Present
Jackson December 2009 - March 2014
Jackson December 2007 - December 2009
Jackson September 2006 - November 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Series 6, Series 63, Life Insurance, Variable Annuities, Salesforce.com, Operations Management, Sales
Education
University of Colorado Boulder 2002 — 2006
Bachelor's degree, Communication, General
Empower Retirement August 2014 - Present
Great-West Financial August 2014 - Present
Jackson December 2009 - March 2014
Jackson December 2007 - December 2009
Jackson September 2006 - November 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Series 6, Series 63, Life Insurance, Variable Annuities, Salesforce.com, Operations Management, Sales
Education
University of Colorado Boulder 2002 — 2006
Bachelor's degree, Communication, General
James Gnefkow James Gnefkow's Jackson Experience September 2013 - Present
Job Regional Vice President at Jackson
Industry Financial Services
Experience
Jackson September 2013 - Present
Jackson National Life January 2008 - October 2013
Department of Treasury January 2000 - June 2002
Skills
Public Speaking, Wealth Management..., Financial Analysis, Economics, Tax, Tax Law, Securities, Investments, Risk Management, Financial Modeling, Strategic Financial..., Accounting
Education
University of Missouri-Kansas City Bloch School of Business 2007 — 2008
Master of Business Administration (M.B.A.), Finance & Entrepreneurship
University of Missouri-Kansas City School of Law 2007 — 2008
LL.M., Taxation
University of Missouri-Kansas City School of Law 2004 — 2007
J.D.
University of Louisville 2002 — 2003
B.S.B.A., Finance
Jackson September 2013 - Present
Jackson National Life January 2008 - October 2013
Department of Treasury January 2000 - June 2002
Skills
Public Speaking, Wealth Management..., Financial Analysis, Economics, Tax, Tax Law, Securities, Investments, Risk Management, Financial Modeling, Strategic Financial..., Accounting
Education
University of Missouri-Kansas City Bloch School of Business 2007 — 2008
Master of Business Administration (M.B.A.), Finance & Entrepreneurship
University of Missouri-Kansas City School of Law 2007 — 2008
LL.M., Taxation
University of Missouri-Kansas City School of Law 2004 — 2007
J.D.
University of Louisville 2002 — 2003
B.S.B.A., Finance
Christian Burgdorf's Jackson Experience June 2015 - August 2015
Job
Industry
Experience
Jackson June 2015 - August 2015
Skills
Microsoft Word
Education
University of Denver 2013 — 2017
Jackson June 2015 - August 2015
Skills
Microsoft Word
Education
University of Denver 2013 — 2017
Ross Heare Ross Heare's Jackson Experience August 2012 - Present
Job Internal Wholesaler Jackson
Industry Financial Services
Experience
Jackson August 2012 - Present
Skills
Finance, Sales, Insurance, Variable Annuities, Fixed Annuities, Indexed Annuities, Alternative Investments, Equities, Fixed Income, Series 63, Mutual Funds, Securities, Retirement, Asset Allocation, Series 7
Education
University of Mississippi 2007 — 2012
Bachelor of History, History & Economics
Jackson August 2012 - Present
Skills
Finance, Sales, Insurance, Variable Annuities, Fixed Annuities, Indexed Annuities, Alternative Investments, Equities, Fixed Income, Series 63, Mutual Funds, Securities, Retirement, Asset Allocation, Series 7
Education
University of Mississippi 2007 — 2012
Bachelor of History, History & Economics
Ashleigh Floyd Ashleigh Floyd's Jackson Experience August 2015 - Present
Job Marketing Operations Coordinator at Jackson
Industry Financial Services
Experience
Jackson August 2015 - Present
Curian Capital October 2014 - August 2015
Jackson August 2014 - October 2014
SlimGenics August 2013 - July 2014
Steadman Hawkins Clinic DTC January 2013 - July 2013
Precision Personal Training October 2011 - January 2013
Gunz and Bunz Bootcamps llc 2011 - 2012
Skills
Series 6, Series 63, Professional..., Report Production, Administrative..., Nutritional Counseling, Sports Nutrition, Exercise Physiology, ACE Certified Personal..., Cpr Certified, Athletics, Personal Training, Human Nutrition, Strength & Conditioning, Nutrition Education, Sales, Customer Service
Education
University of Arizona 2008 — 2012
Health and Wellness, Foods, Nutrition, and Wellness Studies, General Physiology
Jackson August 2015 - Present
Curian Capital October 2014 - August 2015
Jackson August 2014 - October 2014
SlimGenics August 2013 - July 2014
Steadman Hawkins Clinic DTC January 2013 - July 2013
Precision Personal Training October 2011 - January 2013
Gunz and Bunz Bootcamps llc 2011 - 2012
Skills
Series 6, Series 63, Professional..., Report Production, Administrative..., Nutritional Counseling, Sports Nutrition, Exercise Physiology, ACE Certified Personal..., Cpr Certified, Athletics, Personal Training, Human Nutrition, Strength & Conditioning, Nutrition Education, Sales, Customer Service
Education
University of Arizona 2008 — 2012
Health and Wellness, Foods, Nutrition, and Wellness Studies, General Physiology
Cara Miller, CMP Cara Miller, CMP's Jackson Experience December 2014 - Present
Job Events & Meeting Planning Manager at Jackson
Industry Financial Services
Experience
Jackson December 2014 - Present
Jackson January 2013 - December 2014
Jackson January 2011 - December 2012
Jackson June 2008 - December 2010
Skills
Event Planning, Corporate Events, Marketing, Event Management, Marketing Communications, Meeting Planning, Public Relations, Social Networking, Management, Leadership, Social Media Marketing, Sales, Customer Service, Microsoft Excel, Microsoft Office, Budgets, Strategic Planning, Marketing Strategy, Sponsorship
Education
University of Colorado Boulder 2003 — 2007
B.A., Psychology
Jackson December 2014 - Present
Jackson January 2013 - December 2014
Jackson January 2011 - December 2012
Jackson June 2008 - December 2010
Skills
Event Planning, Corporate Events, Marketing, Event Management, Marketing Communications, Meeting Planning, Public Relations, Social Networking, Management, Leadership, Social Media Marketing, Sales, Customer Service, Microsoft Excel, Microsoft Office, Budgets, Strategic Planning, Marketing Strategy, Sponsorship
Education
University of Colorado Boulder 2003 — 2007
B.A., Psychology
Myles Womack's Jackson Experience June 2015 - Present
Job Desk Director
Industry Financial Services
Experience
Jackson June 2015 - Present
Jackson May 2015 - Present
Jackson National Life February 2013 - October 2013
Jackson National Life Distributors, LLC December 2010 - January 2013
Consolidated Communications 2004 - 2010
Sound Source Music Inc. 2008 - 2009
Womack Event Services 2005 - 2009
Sound Source Music Inc. 2003 - 2009
Sound Source Music Inc. 2004 - 2006
Skills
Financial Services, Salesforce.com, Series 7, Series 65, Series 63, Public Speaking, Variable Annuities, Series 26, Superior Sales Skills, Phone Skills, Customer Retention, Sales Presentations, Wholesale, Series 6, Licensed to Sell..., Indexed Annuities, Microsoft Office, Appointment Scheduling, Fixed Annuities
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor's, History, English
Illinois Math & Science Academy
Mattoon High School
Jackson June 2015 - Present
Jackson May 2015 - Present
Jackson National Life February 2013 - October 2013
Jackson National Life Distributors, LLC December 2010 - January 2013
Consolidated Communications 2004 - 2010
Sound Source Music Inc. 2008 - 2009
Womack Event Services 2005 - 2009
Sound Source Music Inc. 2003 - 2009
Sound Source Music Inc. 2004 - 2006
Skills
Financial Services, Salesforce.com, Series 7, Series 65, Series 63, Public Speaking, Variable Annuities, Series 26, Superior Sales Skills, Phone Skills, Customer Retention, Sales Presentations, Wholesale, Series 6, Licensed to Sell..., Indexed Annuities, Microsoft Office, Appointment Scheduling, Fixed Annuities
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor's, History, English
Illinois Math & Science Academy
Mattoon High School
Ted Hall, Jr ChFC,CLU,CFS Ted Hall, Jr ChFC,CLU,CFS's Jackson Experience 1999 - Present
Job RVP National Accounts at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life January 2001 - Present
Jackson 1999 - Present
Jackson National June 1999 - January 2001
John Hancock Financial Services August 1993 - September 1995
Skills
Fixed Annuities, Sales, Management, Wholesale, Financial Services, Program Management, Series 63, Series 7, Mutual Funds, Series 6, Retirement Planning, Retirement, Investments, National Accounts, Wealth Management, Insurance, Variable Annuities, Securities, Alternative Investments, Series 24, Separately Managed..., 401k
Education
University of Alabama 1981 — 1985
BA In Communications, communications, political science
Jackson National Life January 2001 - Present
Jackson 1999 - Present
Jackson National June 1999 - January 2001
John Hancock Financial Services August 1993 - September 1995
Skills
Fixed Annuities, Sales, Management, Wholesale, Financial Services, Program Management, Series 63, Series 7, Mutual Funds, Series 6, Retirement Planning, Retirement, Investments, National Accounts, Wealth Management, Insurance, Variable Annuities, Securities, Alternative Investments, Series 24, Separately Managed..., 401k
Education
University of Alabama 1981 — 1985
BA In Communications, communications, political science
Kris Kumar, PMP, PHR, CSSBB, ITIL, SHRM-CP Kris Kumar, PMP, PHR, CSSBB, ITIL, SHRM-CP's Jackson Experience January 2014 - Present
Job Director HR Technology, Architecture, and Systems at Mylan
Industry Human Resources
Experience
Mylan August 2015 - Present
Jackson January 2014 - Present
Daimler (Mercedes-Benz Financial) August 2007 - January 2014
DaimlerChrysler May 1997 - July 2007
Lear Corporation April 1995 - May 1997
Skills
HRIS, Vendor Management, Human Resources, Management, Training, Project Management, Personnel Management, PeopleSoft, Cross-functional Team..., Project Planning, Workforce Planning, Requirements Analysis, Software Documentation
Education
University of Detroit Mercy 1999 — 2001
MBA, Business Administration and Management
Mylan August 2015 - Present
Jackson January 2014 - Present
Daimler (Mercedes-Benz Financial) August 2007 - January 2014
DaimlerChrysler May 1997 - July 2007
Lear Corporation April 1995 - May 1997
Skills
HRIS, Vendor Management, Human Resources, Management, Training, Project Management, Personnel Management, PeopleSoft, Cross-functional Team..., Project Planning, Workforce Planning, Requirements Analysis, Software Documentation
Education
University of Detroit Mercy 1999 — 2001
MBA, Business Administration and Management
David Ahn David Ahn's Jackson Experience May 2014 - Present
Job Senior Actuarial Analyst at Jackson
Industry Financial Services
Experience
Jackson May 2014 - Present
Swiss Re May 2013 - August 2013
Embassy of the Republic of Korea August 2012 - December 2012
Samsung Fire & Marine Insurance July 2012 - August 2012
Skills
Actuarial Science, Economics, Financial Analysis, Reinsurance, Data Analysis, VBA, Corporate Finance, Statistics, Financial Risk, Valuation, Econometrics, Financial Modeling, Stata, Insurance, Quantitative Finance
Education
University of Michigan 2010 — 2014
Bachelor of Science (BS), Actuarial Science
Jackson May 2014 - Present
Swiss Re May 2013 - August 2013
Embassy of the Republic of Korea August 2012 - December 2012
Samsung Fire & Marine Insurance July 2012 - August 2012
Skills
Actuarial Science, Economics, Financial Analysis, Reinsurance, Data Analysis, VBA, Corporate Finance, Statistics, Financial Risk, Valuation, Econometrics, Financial Modeling, Stata, Insurance, Quantitative Finance
Education
University of Michigan 2010 — 2014
Bachelor of Science (BS), Actuarial Science
Catharine Baker's Jackson Experience May 2013 - August 2013
Job Student at University of Colorado Boulder
Industry Hospital & Health Care
Experience
Macy's November 2014 - February 2015
Fior di Latte March 2014 - September 2014
University of Colorado Boulder January 2014 - May 2014
Jackson May 2013 - August 2013
Jackson May 2012 - August 2012
Jackson May 2011 - August 2011
Skills
Microsoft Technologies, HTML, R, Photoshop, Data Analysis, Psychological Assessment, Wildlife Biology
Education
University of Colorado Boulder 2011 — 2015
Bachelor’s Degree, Parasitology and Environmental Biology
University of Colorado Boulder 2011 — 2015
Bachelor's Degree, Clinical Psychology
Macy's November 2014 - February 2015
Fior di Latte March 2014 - September 2014
University of Colorado Boulder January 2014 - May 2014
Jackson May 2013 - August 2013
Jackson May 2012 - August 2012
Jackson May 2011 - August 2011
Skills
Microsoft Technologies, HTML, R, Photoshop, Data Analysis, Psychological Assessment, Wildlife Biology
Education
University of Colorado Boulder 2011 — 2015
Bachelor’s Degree, Parasitology and Environmental Biology
University of Colorado Boulder 2011 — 2015
Bachelor's Degree, Clinical Psychology
Justin Hein's Jackson Experience May 2015 - August 2015
Job Web Content Strategist at the City of Colorado Springs
Industry Information Technology and Services
Experience
City of Colorado Springs August 2015 - Present
Justinhein.co October 2014 - Present
Jackson May 2015 - August 2015
City of Colorado Springs October 2014 - May 2015
Ground Up LLC March 2014 - December 2014
Solid Grounds August 2011 - August 2014
Skills
Leadership, Public Speaking, Microsoft Office, Program Management, Management, Customer Service, Web Content, Entrepreneurship, Content Strategy, Microsoft Excel, New Business Development, Innovation Development, Social Media, Event Planning
Education
University of Colorado Colorado Springs 2014 — 2018
Bachelor of Innovation in Business Administration, Computer and Information Sciences, General, Sophomore
Arapahoe High School 2010 — 2014
High Honors Graduate, G
City of Colorado Springs August 2015 - Present
Justinhein.co October 2014 - Present
Jackson May 2015 - August 2015
City of Colorado Springs October 2014 - May 2015
Ground Up LLC March 2014 - December 2014
Solid Grounds August 2011 - August 2014
Skills
Leadership, Public Speaking, Microsoft Office, Program Management, Management, Customer Service, Web Content, Entrepreneurship, Content Strategy, Microsoft Excel, New Business Development, Innovation Development, Social Media, Event Planning
Education
University of Colorado Colorado Springs 2014 — 2018
Bachelor of Innovation in Business Administration, Computer and Information Sciences, General, Sophomore
Arapahoe High School 2010 — 2014
High Honors Graduate, G
shayla smith shayla smith's Jackson Experience May 2000 - November 2000
Job Experienced Businessperson
Industry Telecommunications
Experience
Lets Talk Fusion November 2011 - February 2013
Jackson May 2000 - November 2000
Skills
Customer Satisfaction, Customer Service, Sales, Restaurants, Hospitality, Food & Beverage, Time Management, Food Service, Inventory Management, Retail, Restaurant Management, Cashiering
Education
University of Phoenix 2009 — 2011
Associates, Buisiness Administration
Lets Talk Fusion November 2011 - February 2013
Jackson May 2000 - November 2000
Skills
Customer Satisfaction, Customer Service, Sales, Restaurants, Hospitality, Food & Beverage, Time Management, Food Service, Inventory Management, Retail, Restaurant Management, Cashiering
Education
University of Phoenix 2009 — 2011
Associates, Buisiness Administration
Tyler Fong's Jackson Experience June 2015 - Present
Job Business Development Consultant at Jackson
Industry Financial Services
Experience
Jackson June 2015 - Present
Jackson June 2013 - Present
Skills
Certified Microsoft..., Series 7, Series 63, Series 6
Education
University of Denver 2007 — 2011
BSBA, International Business
University of Westminster 2009 — 2010
Partial, International Business and Economics
Jackson June 2015 - Present
Jackson June 2013 - Present
Skills
Certified Microsoft..., Series 7, Series 63, Series 6
Education
University of Denver 2007 — 2011
BSBA, International Business
University of Westminster 2009 — 2010
Partial, International Business and Economics
Nate Starkey, CFS Nate Starkey, CFS's Jackson Experience January 2012 - April 2014
Job Vice President, New Business Development at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC) March 2014 - Present
Jackson January 2012 - April 2014
Jackson August 2009 - December 2011
Skills
Financial Recruiting, Financial Services, Business Development, Business Transition, Retirement Planning, Alternative Investments, Series 63, Variable Annuities, Investments, Fixed Annuities, Series 6, Series 65, Salesforce.com, Mutual Funds, 401k, Retirement, Career Transitioning
Education
University of Colorado at Boulder 2004 — 2008
Bachelor of Science, Integrative Physiology (Pre-Medicine)
National Planning Corporation (NPC) March 2014 - Present
Jackson January 2012 - April 2014
Jackson August 2009 - December 2011
Skills
Financial Recruiting, Financial Services, Business Development, Business Transition, Retirement Planning, Alternative Investments, Series 63, Variable Annuities, Investments, Fixed Annuities, Series 6, Series 65, Salesforce.com, Mutual Funds, 401k, Retirement, Career Transitioning
Education
University of Colorado at Boulder 2004 — 2008
Bachelor of Science, Integrative Physiology (Pre-Medicine)
Zachary Bresler Zachary Bresler's Jackson Experience June 2010 - Present
Job
Industry Financial Services
Experience
Jackson June 2010 - Present
Skills
Alternative Investments, Asset Allocation, Fixed Annuities, Insurance, Investments, Mutual Funds, Retirement Planning, Series 6, Series 63, Variable Annuities
Education
University of Colorado Boulder 2006 — 2010
Jackson June 2010 - Present
Skills
Alternative Investments, Asset Allocation, Fixed Annuities, Insurance, Investments, Mutual Funds, Retirement Planning, Series 6, Series 63, Variable Annuities
Education
University of Colorado Boulder 2006 — 2010
Anthony J. D'Asaro Anthony J. D'Asaro's Jackson Experience August 2015 - Present
Job Founding Member at Brunch App
Industry Investment Management
Experience
Jackson August 2015 - Present
Brunch App August 2015 - Present
Morningstar 2013 - August 2015
Parallel Advisors May 2012 - March 2013
The Berkeley Investment Group September 2009 - March 2013
Pinnacle Petroleum, Inc. May 2010 - September 2010
EPIC January 2010 - May 2010
Skills
Investments, Equities, Financial Analysis, Wealth Management, Financial Modeling, Bloomberg, Hedge Funds, Equity Research, Mutual Funds, Strategy, Valuation, Data Analysis, Investment Strategies, Economics, Investment Management, Industry Research, Portfolio Management, Alternative Investments, Finance, Private Equity, Asset Managment, Risk Management, Cat Herding
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
BS, Business Administration
University of California, Berkeley 2009 — 2013
BA, Economics
Jackson August 2015 - Present
Brunch App August 2015 - Present
Morningstar 2013 - August 2015
Parallel Advisors May 2012 - March 2013
The Berkeley Investment Group September 2009 - March 2013
Pinnacle Petroleum, Inc. May 2010 - September 2010
EPIC January 2010 - May 2010
Skills
Investments, Equities, Financial Analysis, Wealth Management, Financial Modeling, Bloomberg, Hedge Funds, Equity Research, Mutual Funds, Strategy, Valuation, Data Analysis, Investment Strategies, Economics, Investment Management, Industry Research, Portfolio Management, Alternative Investments, Finance, Private Equity, Asset Managment, Risk Management, Cat Herding
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
BS, Business Administration
University of California, Berkeley 2009 — 2013
BA, Economics
TJ McCauley TJ McCauley's Jackson Experience June 2012 - March 2014
Job Regional Director
Industry Computer Software
Experience
talentReef April 2015 - Present
talentReef March 2014 - Present
Jackson June 2012 - March 2014
Willpower Non-Profit Organization January 2012 - May 2012
Harrington Stanko Construction June 2011 - August 2011
Fisher Capital Partners May 2010 - August 2010
Skills
Leadership, Sales, Negotiation, Customer Service, Financial Analysis, Financial Modeling, Team Leadership, Microsoft Excel, Investments, PowerPoint, Microsoft Office, Market Research, Valuation, Marketing, Microsoft Word, Corporate Finance, Portfolio Management, Public Speaking, Social Media, Finance, Management, Strategic Planning
Education
University of Arizona, Eller College of Management 2010 — 2012
Bachelor of Science (BS), Finance, General
University of Arizona 2008 — 2012
Bachelor of Science (BS), Finance, General
talentReef April 2015 - Present
talentReef March 2014 - Present
Jackson June 2012 - March 2014
Willpower Non-Profit Organization January 2012 - May 2012
Harrington Stanko Construction June 2011 - August 2011
Fisher Capital Partners May 2010 - August 2010
Skills
Leadership, Sales, Negotiation, Customer Service, Financial Analysis, Financial Modeling, Team Leadership, Microsoft Excel, Investments, PowerPoint, Microsoft Office, Market Research, Valuation, Marketing, Microsoft Word, Corporate Finance, Portfolio Management, Public Speaking, Social Media, Finance, Management, Strategic Planning
Education
University of Arizona, Eller College of Management 2010 — 2012
Bachelor of Science (BS), Finance, General
University of Arizona 2008 — 2012
Bachelor of Science (BS), Finance, General
Michael Helgeson, CFS® Michael Helgeson, CFS®'s Jackson Experience August 2012 - October 2014
Job Wholesaler Mutual Funds with Transamerica Capital, Inc.
Industry Financial Services
Experience
Transamerica December 2014 - Present
Jackson August 2012 - October 2014
Jackson August 2010 - August 2012
Alfred Kärcher GmbH & Co. KG June 2009 - December 2009
Skills
Variable Annuities, Mutual Funds, Hold Series 7, Series 6, Series 63, Life & Health Insurance..., Sales, Investments, Alternative Investments, Retirement Planning, Financial Services, FINRA, New Business Development, Series 7, Fixed Annuities, Retirement, Insurance, Finance, Asset Allocation, Wealth Management, Salesforce.com, Microsoft Excel, Investment Strategies, Customer Service
Education
University of Colorado Boulder 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
University of Virginia 2008 — 2008
Semester at Sea, International Business
Transamerica December 2014 - Present
Jackson August 2012 - October 2014
Jackson August 2010 - August 2012
Alfred Kärcher GmbH & Co. KG June 2009 - December 2009
Skills
Variable Annuities, Mutual Funds, Hold Series 7, Series 6, Series 63, Life & Health Insurance..., Sales, Investments, Alternative Investments, Retirement Planning, Financial Services, FINRA, New Business Development, Series 7, Fixed Annuities, Retirement, Insurance, Finance, Asset Allocation, Wealth Management, Salesforce.com, Microsoft Excel, Investment Strategies, Customer Service
Education
University of Colorado Boulder 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
University of Virginia 2008 — 2008
Semester at Sea, International Business
McClain Morris's Jackson Experience July 2013 - August 2014
Job Network Account Executive at Adperio
Industry Marketing and Advertising
Experience
Adperio August 2015 - Present
Ultra5280 April 2014 - Present
Padron Social Marketing July 2014 - September 2015
Illegal Pete's July 2014 - January 2015
The Rooster Magazine July 2014 - January 2015
Jackson July 2013 - August 2014
Center for Juvenile Justice January 2013 - May 2013
Morris Wealth Management May 2009 - August 2012
Skills
Team Leadership, Reading, Social Media, Social Networking, Communication Skills, Creative Writing, Situational Leadership, Group Dynamics, Microsoft Word, Hatha Yoga, Report Writing, Surfing, Speed Reading, Organizational..., Poetry, Group Work, Wealth Management, Communication, Snowboarding, Facebook, Marketing, AP Style, Editing, Blogging, PowerPoint, Social Media Marketing, Microsoft Office, WordPress, Instagram, Series 63, Public Speaking, Microsoft Excel
Education
University of Colorado at Boulder 2009 — 2013
Bachelor's degree, English Literature (British and Commonwealth)
University of Colorado at Boulder 2009 — 2013
Bachelor's degree, Psychology
La Costa Canyon High School 2005 — 2009
3.85
Adperio August 2015 - Present
Ultra5280 April 2014 - Present
Padron Social Marketing July 2014 - September 2015
Illegal Pete's July 2014 - January 2015
The Rooster Magazine July 2014 - January 2015
Jackson July 2013 - August 2014
Center for Juvenile Justice January 2013 - May 2013
Morris Wealth Management May 2009 - August 2012
Skills
Team Leadership, Reading, Social Media, Social Networking, Communication Skills, Creative Writing, Situational Leadership, Group Dynamics, Microsoft Word, Hatha Yoga, Report Writing, Surfing, Speed Reading, Organizational..., Poetry, Group Work, Wealth Management, Communication, Snowboarding, Facebook, Marketing, AP Style, Editing, Blogging, PowerPoint, Social Media Marketing, Microsoft Office, WordPress, Instagram, Series 63, Public Speaking, Microsoft Excel
Education
University of Colorado at Boulder 2009 — 2013
Bachelor's degree, English Literature (British and Commonwealth)
University of Colorado at Boulder 2009 — 2013
Bachelor's degree, Psychology
La Costa Canyon High School 2005 — 2009
3.85
Steven Stofsky Steven Stofsky's Jackson Experience March 2003 - May 2008
Job Director, Regional Sales Consultant Florida/Alabama at Sterling Capital Management
Industry Investment Management
Experience
Sterling Capital Management LLC August 2012 - Present
The Legend Group - The Stofsky Agency April 2011 - June 2012
MassMutual Financial Group May 2008 - April 2009
Jackson March 2003 - May 2008
Sage Life August 2001 - July 2002
American Skandia Life November 1999 - June 2001
Protective Life June 1998 - November 1999
Skills
Retirement Planning, Fixed Annuities, Retirement, 401k, Investments, Variable Annuities, Strategic Financial..., Financial Advisory, Insurance, Financial Services, IRAs, Series 63, Life Insurance, Asset Allocation, Wealth Management, Estate Planning, Relationship Management, Financial Planners, Equities, Fixed Income, Alternative Investments, Mutual Funds, Annuities, Financial Planning, Rollovers, IRA's, SEP, Series 6, Annuity, Asset Management, Investment Advisory, Term Life Insurance, Customer Relations, FINRA Series 6, Institutional, Sales Management, Series 65, Bank Relationship..., Separately Managed...
Education
University of Florida 1993 — 1998
BSBA, Insurance and Risk Management
Sterling Capital Management LLC August 2012 - Present
The Legend Group - The Stofsky Agency April 2011 - June 2012
MassMutual Financial Group May 2008 - April 2009
Jackson March 2003 - May 2008
Sage Life August 2001 - July 2002
American Skandia Life November 1999 - June 2001
Protective Life June 1998 - November 1999
Skills
Retirement Planning, Fixed Annuities, Retirement, 401k, Investments, Variable Annuities, Strategic Financial..., Financial Advisory, Insurance, Financial Services, IRAs, Series 63, Life Insurance, Asset Allocation, Wealth Management, Estate Planning, Relationship Management, Financial Planners, Equities, Fixed Income, Alternative Investments, Mutual Funds, Annuities, Financial Planning, Rollovers, IRA's, SEP, Series 6, Annuity, Asset Management, Investment Advisory, Term Life Insurance, Customer Relations, FINRA Series 6, Institutional, Sales Management, Series 65, Bank Relationship..., Separately Managed...
Education
University of Florida 1993 — 1998
BSBA, Insurance and Risk Management
Brian Mitchum's Jackson Experience March 2015 - Present
Job National Sales Desk Director Regional Broker Dealer East
Industry Financial Services
Experience
Jackson March 2015 - Present
Jackson October 2012 - March 2015
EuroFix, LLC August 2011 - October 2012
FSi April 2010 - September 2011
Property By Phone June 2008 - December 2009
Countrywide October 2004 - August 2007
Mortgage Services October 2002 - October 2004
BMW Auto, MTV and VH1 Networks March 2001 - October 2002
Guerilla Marketing Group January 2000 - July 2000
Skills
Account Management, Presentations, Prospecting Skills, Finance, Negotiation, Training, Sales, Marketing, Events Coordination, Wholesale, Consultants, Analysis
Education
University of Colorado Boulder 1996 — 2000
Marketing, Marketing & Entrepreneurship
Jackson March 2015 - Present
Jackson October 2012 - March 2015
EuroFix, LLC August 2011 - October 2012
FSi April 2010 - September 2011
Property By Phone June 2008 - December 2009
Countrywide October 2004 - August 2007
Mortgage Services October 2002 - October 2004
BMW Auto, MTV and VH1 Networks March 2001 - October 2002
Guerilla Marketing Group January 2000 - July 2000
Skills
Account Management, Presentations, Prospecting Skills, Finance, Negotiation, Training, Sales, Marketing, Events Coordination, Wholesale, Consultants, Analysis
Education
University of Colorado Boulder 1996 — 2000
Marketing, Marketing & Entrepreneurship
Craigus Johnson's Jackson Experience August 2002 - April 2005
Job
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Bank of America April 2012 - October 2014
Bank of America April 2008 - March 2012
Bank of America May 2005 - March 2008
Jackson August 2002 - April 2005
Jackson April 1996 - July 2002
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Banking, Corporate Finance, Financial Reporting, Risk Management, Strategic Planning, Finance, Executive Management, Credit Analysis, Loans
Education
University of Southern California
BS, Business Administration
University of Southern California - Marshall School of Business
MBA, Business Administration and Management, General
Merrill Lynch October 2014 - Present
Bank of America April 2012 - October 2014
Bank of America April 2008 - March 2012
Bank of America May 2005 - March 2008
Jackson August 2002 - April 2005
Jackson April 1996 - July 2002
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Banking, Corporate Finance, Financial Reporting, Risk Management, Strategic Planning, Finance, Executive Management, Credit Analysis, Loans
Education
University of Southern California
BS, Business Administration
University of Southern California - Marshall School of Business
MBA, Business Administration and Management, General
Douglas Giblett's Jackson Experience June 2004 - Present
Job Regional Vice President at JACKSON National Life Distributors, LLC
Industry Financial Services
Experience
JACKSON June 2004 - Present
Skills
Series 6, Series 7, Alternative Investments, Series 63
Education
University of Denver
JACKSON June 2004 - Present
Skills
Series 6, Series 7, Alternative Investments, Series 63
Education
University of Denver
Eric J Holmes's Jackson Experience 2004 - Present
Job Regional Vice President at Jackson
Industry Financial Services
Experience
Jackson 2004 - Present
Fisher Investments 2004 - 2004
Skills
Mutual Funds, Series 63, Series 7, Marketing, Retirement, Investments, Series 6, Financial Services, Alternative Investments
Education
University of Colorado Boulder 2000 — 2004
BA, Economics
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Business Economics
Northfield Mount Hermon 1999 — 2000
Northfield, MA
Jackson 2004 - Present
Fisher Investments 2004 - 2004
Skills
Mutual Funds, Series 63, Series 7, Marketing, Retirement, Investments, Series 6, Financial Services, Alternative Investments
Education
University of Colorado Boulder 2000 — 2004
BA, Economics
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Business Economics
Northfield Mount Hermon 1999 — 2000
Northfield, MA
Mark Koppenhoefer's Jackson Experience September 2013 - October 2013
Job Senior Manager, Internal Audit & Financial Advisory, Protiviti
Industry Financial Services
Experience
Protiviti January 2015 - Present
Jackson September 2013 - October 2013
Grant Thornton LLP August 2009 - September 2013
Grant Thornton LLP June 2011 - September 2012
Grant Thornton LLP June 2007 - July 2009
Grant Thornton LLP August 2006 - May 2007
Grant Thornton LLP October 2003 - July 2006
Skills
CPA, Auditing, Broker-Dealer, Registered Investment..., Mutual Funds, Hedge Funds, Private Equity Firms, US GAAP, Internal Controls, Accounting, Due Diligence, Valuation, Business Valuation, Mergers & Acquisitions, Financial Reporting, Tax, GAAP, SEC filings, Financial Audits, SEC Filings
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2000
Bachelor of Science (B.S.), Accounting
Protiviti January 2015 - Present
Jackson September 2013 - October 2013
Grant Thornton LLP August 2009 - September 2013
Grant Thornton LLP June 2011 - September 2012
Grant Thornton LLP June 2007 - July 2009
Grant Thornton LLP August 2006 - May 2007
Grant Thornton LLP October 2003 - July 2006
Skills
CPA, Auditing, Broker-Dealer, Registered Investment..., Mutual Funds, Hedge Funds, Private Equity Firms, US GAAP, Internal Controls, Accounting, Due Diligence, Valuation, Business Valuation, Mergers & Acquisitions, Financial Reporting, Tax, GAAP, SEC filings, Financial Audits, SEC Filings
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2000
Bachelor of Science (B.S.), Accounting
Joe Wittels's Jackson Experience January 2014 - Present
Job Portfolio Strategist at Jackson National Life
Industry Financial Services
Experience
Jackson January 2014 - Present
Jackson December 2012 - December 2013
Jackson November 2009 - December 2012
Gravity Investments June 2009 - October 2009
UBS Wealth Management January 2009 - March 2009
Northwestern Mutual May 2008 - January 2009
Skills
Mutual Funds, Hedge Funds, Public Speaking, Presentations, Sales Presentations, Investments, Alternative Investments, Strategic Financial..., Asset Allocation, Tactical Asset..., Morningstar Direct, Content Origination, Portfolio Analysis, Series 7, Series 24, Series 65, Series 63, Territory Management, Consultative Selling, Variable Annuities, Customer Service, Retirement Planning, Finance, Financial Services, Retirement, Insurance, Fixed Annuities, Fund Of Funds, Mutual Fund Analysis, Performance Reporting, Capital Markets
Education
University of Denver 2005 — 2009
Bachelor’s Degree, Economics, Finance
University of Adelaide 2007 — 2007
Bachelor’s Degree, Economics, Finance
Jackson January 2014 - Present
Jackson December 2012 - December 2013
Jackson November 2009 - December 2012
Gravity Investments June 2009 - October 2009
UBS Wealth Management January 2009 - March 2009
Northwestern Mutual May 2008 - January 2009
Skills
Mutual Funds, Hedge Funds, Public Speaking, Presentations, Sales Presentations, Investments, Alternative Investments, Strategic Financial..., Asset Allocation, Tactical Asset..., Morningstar Direct, Content Origination, Portfolio Analysis, Series 7, Series 24, Series 65, Series 63, Territory Management, Consultative Selling, Variable Annuities, Customer Service, Retirement Planning, Finance, Financial Services, Retirement, Insurance, Fixed Annuities, Fund Of Funds, Mutual Fund Analysis, Performance Reporting, Capital Markets
Education
University of Denver 2005 — 2009
Bachelor’s Degree, Economics, Finance
University of Adelaide 2007 — 2007
Bachelor’s Degree, Economics, Finance
Peter Meyers's Jackson Experience 2004 - 2007
Job AVP, National Sales Desk at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC 2014 - Present
Jackson National Life Distributors LLC 2007 - 2013
Jackson 2004 - 2007
Northwestern Mutual 2003 - 2004
Education
University of Colorado Boulder 1998 — 2003
Bachelor of Arts (BA), Communication, Sociology
Jackson National Life Distributors LLC 2014 - Present
Jackson National Life Distributors LLC 2007 - 2013
Jackson 2004 - 2007
Northwestern Mutual 2003 - 2004
Education
University of Colorado Boulder 1998 — 2003
Bachelor of Arts (BA), Communication, Sociology
Matthew Gardner, CFS's Jackson Experience November 2006 - December 2007
Job Regional Vice President at Jackson National Life Distributors, LLC
Industry Financial Services
Experience
Jackson National Life Distributors, LLC January 2008 - Present
Jackson November 2006 - December 2007
Jackson National Life January 2005 - December 2006
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2001
B.S., Marketing
Jackson National Life Distributors, LLC January 2008 - Present
Jackson November 2006 - December 2007
Jackson National Life January 2005 - December 2006
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2001
B.S., Marketing
Ali Cheaito's Jackson Experience July 2014 - Present
Job Lead Software Solutions Designer at Jackson
Industry Financial Services
Experience
Jackson July 2014 - Present
Jackson National Life December 2012 - June 2014
Jackson National Life July 2010 - December 2012
Jackson National Life September 2005 - November 2010
Skills
Java, JIRA, Jenkins, Stash, Git, Maven, Attlassian SDK, JSF, JBoss Application Server, WebSphere Application..., COBOL, DB2, Java Enterprise Edition, SQL, Web Services, JSP, Software Development, JCL, AIX, Problem Solving, Software Engineering, VSAM, CICS, REXX, XML, Unix, Middleware, RAD, Primefaces, Axis2, Web Development, Eclipse, TSO, SOAP, Continuous Integration, JavaScript, Process Efficiency, z/OS, IBM Mainframe, Endeavor, Ant, Unix Shell Scripting, SOA, Life Insurance, JDBC, C, Enterprise Architecture, Systems Analysis, Web Applications, Linux
Education
University of Michigan-Dearborn 2008 — 2011
Masters of Science, Software Engineering
University of Michigan-Dearborn 2002 — 2005
Bachelors, Software Engineering
Jackson July 2014 - Present
Jackson National Life December 2012 - June 2014
Jackson National Life July 2010 - December 2012
Jackson National Life September 2005 - November 2010
Skills
Java, JIRA, Jenkins, Stash, Git, Maven, Attlassian SDK, JSF, JBoss Application Server, WebSphere Application..., COBOL, DB2, Java Enterprise Edition, SQL, Web Services, JSP, Software Development, JCL, AIX, Problem Solving, Software Engineering, VSAM, CICS, REXX, XML, Unix, Middleware, RAD, Primefaces, Axis2, Web Development, Eclipse, TSO, SOAP, Continuous Integration, JavaScript, Process Efficiency, z/OS, IBM Mainframe, Endeavor, Ant, Unix Shell Scripting, SOA, Life Insurance, JDBC, C, Enterprise Architecture, Systems Analysis, Web Applications, Linux
Education
University of Michigan-Dearborn 2008 — 2011
Masters of Science, Software Engineering
University of Michigan-Dearborn 2002 — 2005
Bachelors, Software Engineering
Ellen Gilbert's Jackson Experience March 2013 - August 2014
Job Compliance Manager
Industry Financial Services
Experience
Jackson March 2013 - August 2014
Great-West Financial June 2003 - January 2012
Great-West Financial August 2005 - January 2009
Insurance Technologies April 2000 - November 2001
ALPS Fund Services, Inc. (formerly ALPS Mutual Fund Services) April 1999 - April 2000
ING Security Life of Denver October 1994 - April 1999
Skills
Training, Policy, FINRA, Series 6, Financial Risk, Access, Securities, Corporate Law, Investments, Securities Exchange Act..., Investment Advisers Act, Human Resources, Performance Management, AML, Investment Company Act, Customer Service, Anti Money Laundering
Education
University of Phoenix 2001 — 2009
B.S. Business Management
University of Colorado at Denver 1989 — 1990
Paralegal
Jackson March 2013 - August 2014
Great-West Financial June 2003 - January 2012
Great-West Financial August 2005 - January 2009
Insurance Technologies April 2000 - November 2001
ALPS Fund Services, Inc. (formerly ALPS Mutual Fund Services) April 1999 - April 2000
ING Security Life of Denver October 1994 - April 1999
Skills
Training, Policy, FINRA, Series 6, Financial Risk, Access, Securities, Corporate Law, Investments, Securities Exchange Act..., Investment Advisers Act, Human Resources, Performance Management, AML, Investment Company Act, Customer Service, Anti Money Laundering
Education
University of Phoenix 2001 — 2009
B.S. Business Management
University of Colorado at Denver 1989 — 1990
Paralegal
Margo (DeLashmutt) Ward's Jackson Experience March 2015 - Present
Job National Sales Desk Director at Jackson National Life
Industry Financial Services
Experience
Jackson March 2015 - Present
Jackson National Life November 2012 - March 2015
Jackson National Life February 2011 - November 2012
Investment Professionals, Inc. June 2009 - December 2010
Ameriprise Financial Services, Inc. November 2007 - May 2009
Sandhills Publishing May 2006 - August 2007
University of Nebraska-Lincoln August 2003 - May 2006
Skills
Retirement Planning, Strategic Financial..., Insurance, Investments, Small Business, Leadership, Variable Annuities, Management, Estate Planning, Selling, Sales, Series 7, Finance, Business Development, Mutual Funds, Retirement, Series 63, Fixed Annuities, Uniform Combined State..., 401k, Wealth Management, Investment Advisory, IRAs, Securities, Financial Advisory, Series 24
Education
University of Nebraska-Lincoln 2003 — 2007
BS, Finance, Biology, 3.76
Jackson March 2015 - Present
Jackson National Life November 2012 - March 2015
Jackson National Life February 2011 - November 2012
Investment Professionals, Inc. June 2009 - December 2010
Ameriprise Financial Services, Inc. November 2007 - May 2009
Sandhills Publishing May 2006 - August 2007
University of Nebraska-Lincoln August 2003 - May 2006
Skills
Retirement Planning, Strategic Financial..., Insurance, Investments, Small Business, Leadership, Variable Annuities, Management, Estate Planning, Selling, Sales, Series 7, Finance, Business Development, Mutual Funds, Retirement, Series 63, Fixed Annuities, Uniform Combined State..., 401k, Wealth Management, Investment Advisory, IRAs, Securities, Financial Advisory, Series 24
Education
University of Nebraska-Lincoln 2003 — 2007
BS, Finance, Biology, 3.76
Lisa Raftary's Jackson Experience July 2015 - Present
Job Business Process Owner Policy Owner Services at Jackson
Industry Insurance
Experience
Jackson July 2015 - Present
EHIM, Inc. December 2014 - July 2015
LifeSecure Insurance July 2013 - December 2014
Jackson National Life October 2012 - July 2013
Jackson National Life February 2010 - October 2012
The Blue Leprechaun July 2008 - May 2010
Jackson National Life February 2009 - February 2010
The Children's Place May 2008 - April 2009
University of Michigan April 2008 - October 2008
Merrill Lynch May 2006 - August 2008
Skills
Training, Data Analysis, Project Management, Management, Microsoft Excel, Microsoft Office, Financial Analysis, Process Improvement, PowerPoint, Microsoft Word, Customer Service, Analysis, Leadership, Outlook, Sales, Access
Education
University of Michigan 2005 — 2008
Bachelors, Asian Studies (Chinese Language), Mathematics Minor
DHS
DHS
Jackson July 2015 - Present
EHIM, Inc. December 2014 - July 2015
LifeSecure Insurance July 2013 - December 2014
Jackson National Life October 2012 - July 2013
Jackson National Life February 2010 - October 2012
The Blue Leprechaun July 2008 - May 2010
Jackson National Life February 2009 - February 2010
The Children's Place May 2008 - April 2009
University of Michigan April 2008 - October 2008
Merrill Lynch May 2006 - August 2008
Skills
Training, Data Analysis, Project Management, Management, Microsoft Excel, Microsoft Office, Financial Analysis, Process Improvement, PowerPoint, Microsoft Word, Customer Service, Analysis, Leadership, Outlook, Sales, Access
Education
University of Michigan 2005 — 2008
Bachelors, Asian Studies (Chinese Language), Mathematics Minor
DHS
DHS
Misty Zuhlke's Jackson Experience April 2014 - Present
Job Sr. Systems/Business Analyst at Jackson
Industry Information Technology and Services
Experience
Middle Tennessee Curbing June 2014 - Present
Jackson April 2014 - Present
National Planning Holdings August 2004 - March 2014
SII Investments June 2004 - August 2004
SII Investments December 2002 - May 2004
SII Investments July 2001 - December 2002
SII Investments September 2000 - July 2001
SII Investments April 1998 - September 2000
SII Investments April 1996 - December 1998
SII Investments September 1994 - April 1996
Skills
Systems Analysis, Business Analysis, Software Design, Creative Solutions, Decorative Concrete, Landscape Architecture, Strategic Planning, Project Management, Change Management, Landscape Design, Concrete Paving, Portfolio Management, Strategic Financial..., Wealth Management, Asset Management, Banking, Insurance, Investments, Financial Analysis, Leadership, Financial Risk, Management, Operations Management, Owner-managed businesses, Landscaping, Hardscape Design, Problem Solving, Project Planning, Information Technology, Business Strategy, Financial Services, Creative Strategy, IT Operations, Risk Management
Education
University of Phoenix 2004 — 2006
Bachelors, Information Technology
University of Wisconsin-Oshkosh 1994 — 1998
Business Administration and Management, General
University of Wisconsin Fox Valley 1992 — 1994
Associate of Arts (AA), Business Administration and Management, General
Middle Tennessee Curbing June 2014 - Present
Jackson April 2014 - Present
National Planning Holdings August 2004 - March 2014
SII Investments June 2004 - August 2004
SII Investments December 2002 - May 2004
SII Investments July 2001 - December 2002
SII Investments September 2000 - July 2001
SII Investments April 1998 - September 2000
SII Investments April 1996 - December 1998
SII Investments September 1994 - April 1996
Skills
Systems Analysis, Business Analysis, Software Design, Creative Solutions, Decorative Concrete, Landscape Architecture, Strategic Planning, Project Management, Change Management, Landscape Design, Concrete Paving, Portfolio Management, Strategic Financial..., Wealth Management, Asset Management, Banking, Insurance, Investments, Financial Analysis, Leadership, Financial Risk, Management, Operations Management, Owner-managed businesses, Landscaping, Hardscape Design, Problem Solving, Project Planning, Information Technology, Business Strategy, Financial Services, Creative Strategy, IT Operations, Risk Management
Education
University of Phoenix 2004 — 2006
Bachelors, Information Technology
University of Wisconsin-Oshkosh 1994 — 1998
Business Administration and Management, General
University of Wisconsin Fox Valley 1992 — 1994
Associate of Arts (AA), Business Administration and Management, General
Brendan Nelson, CIMA®'s Jackson Experience February 2013 - Present
Job Internal Wholesaler
Industry Financial Services
Experience
Jackson February 2013 - Present
American Funds August 2010 - January 2013
OppenheimerFunds May 2009 - August 2009
Skills
Mutual Funds, Series 63, Series 6, Retirement Planning, Investment Management, 529 Plans, Retirement, Asset Allocation, Salesforce.com, 401k, Fixed Annuities, Investment Strategies, Life & Health Insurance..., IRAs, Qualified Retirement..., Sales Presentations, Investment Advisory, Morningstar, Defined Contribution, Series 7, Certified Investment...
Education
University of Missouri-Columbia, College of Business 2007 — 2010
Bachelor's Degree, Finance and Banking
Thunder Ridge HS
Jackson February 2013 - Present
American Funds August 2010 - January 2013
OppenheimerFunds May 2009 - August 2009
Skills
Mutual Funds, Series 63, Series 6, Retirement Planning, Investment Management, 529 Plans, Retirement, Asset Allocation, Salesforce.com, 401k, Fixed Annuities, Investment Strategies, Life & Health Insurance..., IRAs, Qualified Retirement..., Sales Presentations, Investment Advisory, Morningstar, Defined Contribution, Series 7, Certified Investment...
Education
University of Missouri-Columbia, College of Business 2007 — 2010
Bachelor's Degree, Finance and Banking
Thunder Ridge HS
Joseph Taverna's Jackson Experience July 2014 - Present
Job Actuarial Manager at Jackson
Industry Financial Services
Experience
Jackson July 2014 - Present
Jackson National Life March 2011 - Present
Jackson July 2013 - July 2014
Sun Life Financial June 2010 - March 2011
Great Steak & Potato Co June 2006 - June 2010
Skills
Actuarial, Actuarial Science, Annuity, Annuities, Term Life Insurance, Insurance, Reserving, Risk Management, Valuation, Fixed Annuities, VBA, Data Analysis, SAS, Life Insurance, Enterprise Risk...
Education
University of Michigan 2007 — 2010
BS, Actuarial Science
Jackson July 2014 - Present
Jackson National Life March 2011 - Present
Jackson July 2013 - July 2014
Sun Life Financial June 2010 - March 2011
Great Steak & Potato Co June 2006 - June 2010
Skills
Actuarial, Actuarial Science, Annuity, Annuities, Term Life Insurance, Insurance, Reserving, Risk Management, Valuation, Fixed Annuities, VBA, Data Analysis, SAS, Life Insurance, Enterprise Risk...
Education
University of Michigan 2007 — 2010
BS, Actuarial Science
Sean Sonneveldt's Jackson Experience June 2015 - Present
Job Financial Analyst at Jackson
Industry Financial Services
Experience
Jackson June 2015 - Present
City of Ypsilanti September 2014 - June 2015
STEM.org™ December 2013 - November 2014
Michigan House of Representatives September 2013 - December 2013
PESG January 2013 - September 2013
Northwestern Mutual August 2011 - August 2012
Solera September 2009 - November 2010
Solera March 2007 - August 2009
Solera April 2006 - February 2007
Skills
Finance, Management, Investments, Budgets, Risk Management, Analysis, Six Sigma, Accounting, New Business Development, Corporate Finance, Team Building
Education
University of Michigan-Dearborn 2013 — 2014
Master's Degree, Finance, 4.0/4.0
University of Michigan
Bachelor's Degree, Economics
University of Michigan
Bachelor's degree, Philosophy
Jackson June 2015 - Present
City of Ypsilanti September 2014 - June 2015
STEM.org™ December 2013 - November 2014
Michigan House of Representatives September 2013 - December 2013
PESG January 2013 - September 2013
Northwestern Mutual August 2011 - August 2012
Solera September 2009 - November 2010
Solera March 2007 - August 2009
Solera April 2006 - February 2007
Skills
Finance, Management, Investments, Budgets, Risk Management, Analysis, Six Sigma, Accounting, New Business Development, Corporate Finance, Team Building
Education
University of Michigan-Dearborn 2013 — 2014
Master's Degree, Finance, 4.0/4.0
University of Michigan
Bachelor's Degree, Economics
University of Michigan
Bachelor's degree, Philosophy
Kimberly Ruff's Jackson Experience September 2013 - Present
Job Document Developer at Jackson
Industry Financial Services
Experience
Jackson September 2013 - Present
Jackson August 2010 - September 2013
Aflac June 2007 - June 2010
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Jackson September 2013 - Present
Jackson August 2010 - September 2013
Aflac June 2007 - June 2010
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Brendan Keough's Jackson Experience January 2008 - May 2012
Job
Industry Financial Services
Experience
Frontpoint January 2013 - October 2013
Jackson January 2008 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Finance, Retirement Solutions, Wholesale
Education
University of Colorado Colorado Springs 2002 — 2006
Bachelor’s Degree, Business Administration and Management, General
Frontpoint January 2013 - October 2013
Jackson January 2008 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Finance, Retirement Solutions, Wholesale
Education
University of Colorado Colorado Springs 2002 — 2006
Bachelor’s Degree, Business Administration and Management, General