Pacific Life
Industry: Insurance company
DescriptionPacific Life Insurance Company is an American insurance company providing life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life also counts more than half of the 100 largest U.S. companies as clients. Headquarters: Newport Beach, California, United States CEO: James T. Morris (2 Apr 2007–) Parent organization: Pacific Mutual Holding Company Number of employees: 3,578 (2017) Chief information officer: Mike Shadler Subsidiaries: Swell Investing LLC, Aviation Capital Group Corp.,
Pacific Life List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pacific Life. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,686 Pacific Life employees in database. Find out everything there's to know about Pacific Life employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Pacific Life Employees
Employee
Years
Job
Industry
Eric Ekstrom Eric Ekstrom's Pacific Life Experience March 2001 - March 2006
Job President at Windy City Financial Partners
Industry Insurance
Experience
NAIFA Illinois May 2014 - Present
Windy City Financial Partners July 2007 - Present
Pacific Life March 2001 - March 2006
Skills
Disability Insurance, Insurance, Retirement Planning, Health Insurance, Retirement, Estate Planning, IRAs, Strategic Financial..., Employee Benefits, Brokers, Underwriting, Financial Advisory, Executive Pay, 401k, Financial Planners, General Insurance, Series 63, Roth IRA, Small Business, 401k Rollovers, Fixed Annuities, Accident, Health Savings Accounts, Critical Illness, Financial Planning
Education
Drake University 1971 — 1975
BS, Management
NAIFA Illinois May 2014 - Present
Windy City Financial Partners July 2007 - Present
Pacific Life March 2001 - March 2006
Skills
Disability Insurance, Insurance, Retirement Planning, Health Insurance, Retirement, Estate Planning, IRAs, Strategic Financial..., Employee Benefits, Brokers, Underwriting, Financial Advisory, Executive Pay, 401k, Financial Planners, General Insurance, Series 63, Roth IRA, Small Business, 401k Rollovers, Fixed Annuities, Accident, Health Savings Accounts, Critical Illness, Financial Planning
Education
Drake University 1971 — 1975
BS, Management
Piera Puccio Piera Puccio's Pacific Life Experience October 2008 - Present
Job Senior Director, National Accounts
Industry Financial Services
Experience
Pacific Life October 2008 - Present
JP Morgan Chase March 2000 - October 2008
Skills
Annuity Sales, Asset Allocation, Business Development, Consultative Sales..., Financial Institutions, Fixed Annuities, Income Protection, Indexed Annuities, Long-term Care, Mutual Funds, Product Training, Program Development, Relationship Management, Variable Annuities
Education
Eastern Illinois University 1995 — 1999
Bachelor of Science (B.S.), Social Work
Pacific Life October 2008 - Present
JP Morgan Chase March 2000 - October 2008
Skills
Annuity Sales, Asset Allocation, Business Development, Consultative Sales..., Financial Institutions, Fixed Annuities, Income Protection, Indexed Annuities, Long-term Care, Mutual Funds, Product Training, Program Development, Relationship Management, Variable Annuities
Education
Eastern Illinois University 1995 — 1999
Bachelor of Science (B.S.), Social Work
Angela Goodall Angela Goodall's Pacific Life Experience 2012 - Present
Job Supervisor at Pacific Life
Industry Insurance
Experience
Pacific Life 2012 - Present
Pacific Life July 2008 - December 2012
Nationwide Insurance May 2006 - July 2008
Nationwide Insurance November 2005 - May 2006
Nationwide Insurance June 2005 - November 2005
Skills
Customer Service, Insurance, Microsoft Office, Leadership, Team Building, Training, Analysis, Management, Team Leadership, Coaching
Education
Doane College-Lincoln Grand Island and Master 2006 — 2008
Bachelor of Arts (B.A.), Human Relations
Lakeview
Southeast Community College
Pacific Life 2012 - Present
Pacific Life July 2008 - December 2012
Nationwide Insurance May 2006 - July 2008
Nationwide Insurance November 2005 - May 2006
Nationwide Insurance June 2005 - November 2005
Skills
Customer Service, Insurance, Microsoft Office, Leadership, Team Building, Training, Analysis, Management, Team Leadership, Coaching
Education
Doane College-Lincoln Grand Island and Master 2006 — 2008
Bachelor of Arts (B.A.), Human Relations
Lakeview
Southeast Community College
Brandon Mosbergen's Pacific Life Experience January 2008 - June 2008
Job Sr. Project Manager at Xerox
Industry Information Technology and Services
Experience
Xerox October 2013 - Present
Allergan June 2013 - October 2013
Avery Dennison June 2008 - May 2013
Pacific Life January 2008 - June 2008
ACS Inc October 2005 - January 2008
Ameriquest Capital Group November 2002 - October 2005
Kaiser Permanente IT July 2001 - November 2002
Skills
Vendor Management, IT Management, Process Improvement, Active Directory, SDLC, Lotus Notes, ITIL, Project Management, Troubleshooting, Business Analysis, Data Center, Windows Server, Technical Support
Education
DeVry University 1995 — 1998
Bachelor of Science, Telecommunications Management
Stevenson Highschool
Stevenson Highschool
Xerox October 2013 - Present
Allergan June 2013 - October 2013
Avery Dennison June 2008 - May 2013
Pacific Life January 2008 - June 2008
ACS Inc October 2005 - January 2008
Ameriquest Capital Group November 2002 - October 2005
Kaiser Permanente IT July 2001 - November 2002
Skills
Vendor Management, IT Management, Process Improvement, Active Directory, SDLC, Lotus Notes, ITIL, Project Management, Troubleshooting, Business Analysis, Data Center, Windows Server, Technical Support
Education
DeVry University 1995 — 1998
Bachelor of Science, Telecommunications Management
Stevenson Highschool
Stevenson Highschool
Kory Olsen Kory Olsen's Pacific Life Experience 2006 - Present
Job AVP at Pacific Life
Industry Insurance
Experience
Pacific Life 2006 - Present
Allstate Financial March 2000 - June 2006
Aurora National Life Assurance Company July 1993 - March 2000
Skills
Actuarial Science, Economic Capital, ALM, GAAP, Reinsurance, Finance, Pensions, Financial Risk, Variable Annuities, Actuaries, Capital Management, Insurance, Life Insurance, Actuarial Consulting, Financial Reporting, Internal Controls, Property & Casualty..., Underwriting, Fixed Annuities, Valuation, Defined Benefit, Health Insurance, Financial Modeling, Mergers & Acquisitions, Risk Management, Retirement, Embedded Value, General Insurance, VBA, Management, Solvency II, Market Risk, MoSes, Financial Analysis, Retirement Plan..., Pension Funds, Tax, Quantitative Finance, Enterprise Risk..., Leadership
Education
Drake University 1989 — 1993
BSBA, Actuarial Science
Pacific Life 2006 - Present
Allstate Financial March 2000 - June 2006
Aurora National Life Assurance Company July 1993 - March 2000
Skills
Actuarial Science, Economic Capital, ALM, GAAP, Reinsurance, Finance, Pensions, Financial Risk, Variable Annuities, Actuaries, Capital Management, Insurance, Life Insurance, Actuarial Consulting, Financial Reporting, Internal Controls, Property & Casualty..., Underwriting, Fixed Annuities, Valuation, Defined Benefit, Health Insurance, Financial Modeling, Mergers & Acquisitions, Risk Management, Retirement, Embedded Value, General Insurance, VBA, Management, Solvency II, Market Risk, MoSes, Financial Analysis, Retirement Plan..., Pension Funds, Tax, Quantitative Finance, Enterprise Risk..., Leadership
Education
Drake University 1989 — 1993
BSBA, Actuarial Science
Tara Eisenbeis, CLTC Tara Eisenbeis, CLTC's Pacific Life Experience January 2004 - March 2007
Job Regional Vice President at RiverSource
Industry Financial Services
Experience
Ameriprise Financial April 2007 - Present
Pacific Life January 2004 - March 2007
Allmerica Financial January 2001 - December 2003
Nationwide Insurance August 1995 - December 2000
Skills
Asset Allocation, Estate Planning, Fixed Annuities, Insurance, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Series 24, Series 63, Series 7, Wealth Management
Education
Corporation for Long Term Care 2015 — 2015
CLTC
Florida Institute of Technology 1999 — 2001
Financial Planning
University of Central Florida 1987 — 1989
BA, Communications
Ameriprise Financial April 2007 - Present
Pacific Life January 2004 - March 2007
Allmerica Financial January 2001 - December 2003
Nationwide Insurance August 1995 - December 2000
Skills
Asset Allocation, Estate Planning, Fixed Annuities, Insurance, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Series 24, Series 63, Series 7, Wealth Management
Education
Corporation for Long Term Care 2015 — 2015
CLTC
Florida Institute of Technology 1999 — 2001
Financial Planning
University of Central Florida 1987 — 1989
BA, Communications
Kenn Tevin, CFA Kenn Tevin, CFA's Pacific Life Experience September 2013 - Present
Job Actuarial Analyst ERM at Pacific Life
Industry Insurance
Experience
Pacific Life September 2013 - Present
Pacific Life November 2011 - September 2013
Moody's Analytics September 2008 - November 2011
University of California, Los Angeles June 2007 - August 2007
Laserfiche May 2007 - June 2007
University of California, Los Angeles June 2005 - August 2005
Skills
C++, Matlab, R, SAS, SQL, VBA, Python, Excel, C, Java, Bloomberg Terminal, Thai, Japanese, Financial Modeling, Risk Management, Economic Capital, Structured Finance, MBS, ABS, CMBS, Derivatives, Numerical Analysis, Microsoft Excel
Education
Harvey Mudd College 2004 — 2008
BS, Mathematics
Pacific Life September 2013 - Present
Pacific Life November 2011 - September 2013
Moody's Analytics September 2008 - November 2011
University of California, Los Angeles June 2007 - August 2007
Laserfiche May 2007 - June 2007
University of California, Los Angeles June 2005 - August 2005
Skills
C++, Matlab, R, SAS, SQL, VBA, Python, Excel, C, Java, Bloomberg Terminal, Thai, Japanese, Financial Modeling, Risk Management, Economic Capital, Structured Finance, MBS, ABS, CMBS, Derivatives, Numerical Analysis, Microsoft Excel
Education
Harvey Mudd College 2004 — 2008
BS, Mathematics
Prathima Venkatesan's Pacific Life Experience December 2014 - Present
Job Experience Research, Analysis, Design
Industry Information Technology and Services
Experience
Pacific Life December 2014 - Present
Myself October 2014 - Present
Cisco Systems May 2004 - October 2014
Project Pulse Dance Company March 2006 - May 2014
Mausaki August 2011 - December 2011
Skills
User Experience, User-centered Design, Web Design, User Interface, User Experience Design, Human Computer..., Customer Experience, Usability Testing, Mobile Applications, Java, User Interface Design, CSS, Wireframes, Mobile Design, C, HTML 5, Photoshop, Usability, User Research, Graphic Design, Persona, Illustrator, Interaction Design, Object Oriented Design, Wire Framing, Information Archi, Agile Methodologies, Usability Engineering, Heuristic Evaluation, Cognitive Walkthrough, InDesign, HTML, User Scenarios, Contextual Inquiry, Virtual Collaboration, Git, HTML5
Education
DePaul University 2012 — 2014
MS, Human Computer Interaction
Purdue University 2002 — 2004
MS, Computer Engineering
Purdue University 1998 — 2002
BS, Electrical & Computer Engineering
Pacific Life December 2014 - Present
Myself October 2014 - Present
Cisco Systems May 2004 - October 2014
Project Pulse Dance Company March 2006 - May 2014
Mausaki August 2011 - December 2011
Skills
User Experience, User-centered Design, Web Design, User Interface, User Experience Design, Human Computer..., Customer Experience, Usability Testing, Mobile Applications, Java, User Interface Design, CSS, Wireframes, Mobile Design, C, HTML 5, Photoshop, Usability, User Research, Graphic Design, Persona, Illustrator, Interaction Design, Object Oriented Design, Wire Framing, Information Archi, Agile Methodologies, Usability Engineering, Heuristic Evaluation, Cognitive Walkthrough, InDesign, HTML, User Scenarios, Contextual Inquiry, Virtual Collaboration, Git, HTML5
Education
DePaul University 2012 — 2014
MS, Human Computer Interaction
Purdue University 2002 — 2004
MS, Computer Engineering
Purdue University 1998 — 2002
BS, Electrical & Computer Engineering
Sandy Coningford Sandy Coningford's Pacific Life Experience 1993 - 2002
Job Senior Business Analyst
Industry Information Technology and Services
Experience
Freeport-McMoRan Copper & Gold Inc. June 2014 - November 2014
Coventry Healthcare January 2012 - November 2013
UnitedHealthcare March 2007 - June 2011
Eldorado Computing 2002 - 2007
Pacific Life 1993 - 2002
Skills
Health Insurance, Medicare, Claims, Medicaid, Business Analysis, Excel, Customer Relations, Access, Documentation, Customer Service, Business Requirements, Visio, Process Improvement, Analysis, Healthcare, User Acceptance Testing, Data Analysis, HIPAA, Requirements Gathering, Word, Compliance, SDLC, Microsoft Office, Problem Solving, Outlook, Oracle SQL, Software Documentation, Vendor Management, SQL, Microsoft Excel, Healthcare Information..., SharePoint, Quality Assurance, Business Process, Agile Methodologies, Testing, Training, Software Development, Integration, Cross-functional Team...
Education
University of Phoenix 2014 — 2016
Bachelor's degree, Business Administration and Management, General
Glendale Community College 1996 — 2002
Associates of Arts, Business Management
Freeport-McMoRan Copper & Gold Inc. June 2014 - November 2014
Coventry Healthcare January 2012 - November 2013
UnitedHealthcare March 2007 - June 2011
Eldorado Computing 2002 - 2007
Pacific Life 1993 - 2002
Skills
Health Insurance, Medicare, Claims, Medicaid, Business Analysis, Excel, Customer Relations, Access, Documentation, Customer Service, Business Requirements, Visio, Process Improvement, Analysis, Healthcare, User Acceptance Testing, Data Analysis, HIPAA, Requirements Gathering, Word, Compliance, SDLC, Microsoft Office, Problem Solving, Outlook, Oracle SQL, Software Documentation, Vendor Management, SQL, Microsoft Excel, Healthcare Information..., SharePoint, Quality Assurance, Business Process, Agile Methodologies, Testing, Training, Software Development, Integration, Cross-functional Team...
Education
University of Phoenix 2014 — 2016
Bachelor's degree, Business Administration and Management, General
Glendale Community College 1996 — 2002
Associates of Arts, Business Management
Manny Muriel Manny Muriel's Pacific Life Experience November 2013 - February 2014
Job UI/UX Front End Web Developer 3.0
Industry Design
Experience
Perficient March 2014 - Present
MoPro March 2014 - March 2014
Pacific Life November 2013 - February 2014
Qualitest April 2012 - February 2013
Neoseeker September 2003 - November 2012
Digital River May 2011 - December 2011
Activision February 2009 - July 2009
DealerSocket June 2008 - October 2008
Skills
Web Design, CSS, User Interface Design, SEO, HTML, Video Games, HTML 5, Social Media, Photoshop, Web Development, Mobile Applications, PHP, JavaScript, MySQL, User Experience, Front-end, jQuery, WebKit, FTP, Drupal, Graphic Design, Dreamweaver, Logo Design, Adobe Creative Suite, Interaction Design, Illustration, Typography, Wordpress, Graphics, Desktop Computers, Forums, Wire Framing, Project Management, Project Planning, User Interface, XHTML, Software Quality..., Visual Studio, Web Project Management, Flexbox, Server Side Includes, SASS, Bootstrap, Foundation Framework, Responsive Web Design, Microsoft Windows, Mac OS, Android, iOS
Education
DeVry University 2004 — 2008
Bachelor of Science (B.S.), Computer and Information Systems
San Clemente High School 1999 — 2003
High School Diploma, Computer and Information Sciences, General
Perficient March 2014 - Present
MoPro March 2014 - March 2014
Pacific Life November 2013 - February 2014
Qualitest April 2012 - February 2013
Neoseeker September 2003 - November 2012
Digital River May 2011 - December 2011
Activision February 2009 - July 2009
DealerSocket June 2008 - October 2008
Skills
Web Design, CSS, User Interface Design, SEO, HTML, Video Games, HTML 5, Social Media, Photoshop, Web Development, Mobile Applications, PHP, JavaScript, MySQL, User Experience, Front-end, jQuery, WebKit, FTP, Drupal, Graphic Design, Dreamweaver, Logo Design, Adobe Creative Suite, Interaction Design, Illustration, Typography, Wordpress, Graphics, Desktop Computers, Forums, Wire Framing, Project Management, Project Planning, User Interface, XHTML, Software Quality..., Visual Studio, Web Project Management, Flexbox, Server Side Includes, SASS, Bootstrap, Foundation Framework, Responsive Web Design, Microsoft Windows, Mac OS, Android, iOS
Education
DeVry University 2004 — 2008
Bachelor of Science (B.S.), Computer and Information Systems
San Clemente High School 1999 — 2003
High School Diploma, Computer and Information Sciences, General
Laurie Kimmel Laurie Kimmel's Pacific Life Experience March 1991 - May 1993
Job at
Industry Insurance
Experience
IAT Group December 2013 - Present
Zurich North America January 2001 - December 2013
Xpedior November 1997 - January 2001
Near North Insurance Brokerage, Inc. May 1993 - November 1997
Pacific Life March 1991 - May 1993
KPMG June 1990 - March 1991
Skills
Insurance, Underwriting, Property & Casualty..., Commercial Insurance, General Insurance, Risk Management, Business Analysis, Brokers, SDLC, Business Requirements, Business Process..., IT Strategy, Change Management, Program Management, Health Insurance, Portfolio Management, Project Portfolio..., Outsourcing, PMO, Business Process..., Business Process, Requirements Gathering, Business Transformation, Management, Financial Services, Vendor Management, Process Improvement, Project Management, Consulting, Leadership, Requirements Analysis, Analysis, Claims Management, Enterprise Architecture, Strategy, Business Intelligence, Governance, CRM, Management Consulting, Integration, IT Management, Software Project..., Training
Education
DePaul University 1994 — 1998
M.S., Computer Science
Lancaster University 1988 — 1998
N/A, Finance
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
B.S., Finance, Minor in Spanish
IAT Group December 2013 - Present
Zurich North America January 2001 - December 2013
Xpedior November 1997 - January 2001
Near North Insurance Brokerage, Inc. May 1993 - November 1997
Pacific Life March 1991 - May 1993
KPMG June 1990 - March 1991
Skills
Insurance, Underwriting, Property & Casualty..., Commercial Insurance, General Insurance, Risk Management, Business Analysis, Brokers, SDLC, Business Requirements, Business Process..., IT Strategy, Change Management, Program Management, Health Insurance, Portfolio Management, Project Portfolio..., Outsourcing, PMO, Business Process..., Business Process, Requirements Gathering, Business Transformation, Management, Financial Services, Vendor Management, Process Improvement, Project Management, Consulting, Leadership, Requirements Analysis, Analysis, Claims Management, Enterprise Architecture, Strategy, Business Intelligence, Governance, CRM, Management Consulting, Integration, IT Management, Software Project..., Training
Education
DePaul University 1994 — 1998
M.S., Computer Science
Lancaster University 1988 — 1998
N/A, Finance
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
B.S., Finance, Minor in Spanish
Stanly Nowak Stanly Nowak's Pacific Life Experience 1996 - 2000
Job Insurance Consultant at The HBC Group
Industry Insurance
Experience
Integra Financial Services May 2002 - Present
Integra Insurance & Financial Services 2002 - Present
The HBC Group May 1998 - Present
Pacific Life 1996 - 2000
Skills
Insurance, Marketing Strategy, Disability Insurance, Health Insurance, Strategic Planning, Sales Management, Fixed Annuities, Customer Service, Life Insurance, Commercial Insurance, New Business Development, Long Term Care Insurance, Retirement Planning, Team Building, Term Life Insurance, Direct Sales, Sales, Small Business, Finance, Employee Benefits, Long-term Care, Whole Life, Retirement, Universal Life, Umbrella Insurance, Property & Casualty..., Brokers, Health Savings Accounts, Critical Illness, Underwriting, Renters, IRAs, Casualty, Professional Liability, Financial Planners, Workers Compensation, General Insurance, 401k, D&O, Liability, Medicare, Estate Planning, Strategic Financial..., Investments
Education
DePaul University
BA, Marketing
Integra Financial Services May 2002 - Present
Integra Insurance & Financial Services 2002 - Present
The HBC Group May 1998 - Present
Pacific Life 1996 - 2000
Skills
Insurance, Marketing Strategy, Disability Insurance, Health Insurance, Strategic Planning, Sales Management, Fixed Annuities, Customer Service, Life Insurance, Commercial Insurance, New Business Development, Long Term Care Insurance, Retirement Planning, Team Building, Term Life Insurance, Direct Sales, Sales, Small Business, Finance, Employee Benefits, Long-term Care, Whole Life, Retirement, Universal Life, Umbrella Insurance, Property & Casualty..., Brokers, Health Savings Accounts, Critical Illness, Underwriting, Renters, IRAs, Casualty, Professional Liability, Financial Planners, Workers Compensation, General Insurance, 401k, D&O, Liability, Medicare, Estate Planning, Strategic Financial..., Investments
Education
DePaul University
BA, Marketing
Don Dufau Don Dufau's Pacific Life Experience January 2008 - October 2014
Job Business Systems Analyst
Industry Insurance
Experience
First American Title April 2015 - Present
Pacific Life January 2008 - October 2014
Pacific Life January 2007 - January 2008
Pacific Life October 1998 - January 2007
Skills
SQL, Requirements Gathering, Microsoft SQL Server, SharePoint, Visio, Systems Analysis, VB.NET, Data Modeling, ETL, SSIS, Business Objects, Crystal Reports, Database Design, T-SQL, SSRS, Microsoft Office, Analysis, Databases, Business Analysis, Requirements Analysis, DB2, Software Development, Access
Education
Golden West College 1988 — 1990
Business Management, Business Law
First American Title April 2015 - Present
Pacific Life January 2008 - October 2014
Pacific Life January 2007 - January 2008
Pacific Life October 1998 - January 2007
Skills
SQL, Requirements Gathering, Microsoft SQL Server, SharePoint, Visio, Systems Analysis, VB.NET, Data Modeling, ETL, SSIS, Business Objects, Crystal Reports, Database Design, T-SQL, SSRS, Microsoft Office, Analysis, Databases, Business Analysis, Requirements Analysis, DB2, Software Development, Access
Education
Golden West College 1988 — 1990
Business Management, Business Law
Swathisree K R Swathisree K R's Pacific Life Experience January 2014 - Present
Job Actuarial Analyst at Pacific Life
Industry Insurance
Experience
Pacific Life January 2014 - Present
Pacific Life June 2013 - August 2013
University Hospital Kuala Lumpur July 2012 - August 2012
Great Eastern Life June 2012 - August 2012
Technorada SDN. BHD. July 2011 - August 2011
Skills
Microsoft Excel, Teamwork, Team Leadership, Access, Data Analysis, Problem Solving, Risk Management, Employment Law, Writing, IP, IP Networking, MoSes, Visual Basic
Education
Drake University 2011 — 2013
Bachelor of Science, Business Administration Actuarial Science Major and Human Resource Concentration
Universiti HELP, Kuala Lumpur 2010 — 2011
American Degree Programme
Methodist College
GCE A Levels - Edexcel
Pacific Life January 2014 - Present
Pacific Life June 2013 - August 2013
University Hospital Kuala Lumpur July 2012 - August 2012
Great Eastern Life June 2012 - August 2012
Technorada SDN. BHD. July 2011 - August 2011
Skills
Microsoft Excel, Teamwork, Team Leadership, Access, Data Analysis, Problem Solving, Risk Management, Employment Law, Writing, IP, IP Networking, MoSes, Visual Basic
Education
Drake University 2011 — 2013
Bachelor of Science, Business Administration Actuarial Science Major and Human Resource Concentration
Universiti HELP, Kuala Lumpur 2010 — 2011
American Degree Programme
Methodist College
GCE A Levels - Edexcel
Al Godfrey's Pacific Life Experience April 2009 - Present
Job Marketing Consultant at Pacific Life
Industry Financial Services
Experience
Pacific Life April 2009 - Present
Skills
Marketing Research
Education
Florida State University 1973 — 1976
Hialeah High School 1969 — 1972
Pacific Life April 2009 - Present
Skills
Marketing Research
Education
Florida State University 1973 — 1976
Hialeah High School 1969 — 1972
Ling Ling Leoh Ling Ling Leoh's Pacific Life Experience September 2014 - Present
Job Risk Management (Risk Solution Division)
Industry Insurance
Experience
Pacific Life September 2014 - Present
Athene USA January 2014 - September 2014
Aviva USA April 2012 - December 2013
Aviva USA October 2010 - April 2012
Aviva USA January 2010 - October 2010
Aviva USA September 2007 - January 2010
Swiss Reinsurance Company May 2007 - September 2007
Skills
MG-ALFA modeling, Actuarial Science, Reinsurance, Financial Risk, Insurance, MCEV, Fixed Annuities, Financial Modeling, ALM, Economic Capital, VBA, Analysis, Pricing, Financial Analysis, Life Insurance, Solvency II
Education
Drake University 2006 — 2008
BSBA, Actuarial Science
Pacific Life September 2014 - Present
Athene USA January 2014 - September 2014
Aviva USA April 2012 - December 2013
Aviva USA October 2010 - April 2012
Aviva USA January 2010 - October 2010
Aviva USA September 2007 - January 2010
Swiss Reinsurance Company May 2007 - September 2007
Skills
MG-ALFA modeling, Actuarial Science, Reinsurance, Financial Risk, Insurance, MCEV, Fixed Annuities, Financial Modeling, ALM, Economic Capital, VBA, Analysis, Pricing, Financial Analysis, Life Insurance, Solvency II
Education
Drake University 2006 — 2008
BSBA, Actuarial Science
Sally Weeber's Pacific Life Experience August 2014 - Present
Job Business Professional
Industry Financial Services
Experience
Pacific Life August 2014 - Present
Pioneer Investments September 2013 - August 2014
U.S. Bank October 2011 - September 2013
United States Air Force October 2007 - April 2009
Z'Tejas Southwestern Grill October 2006 - October 2007
Skills
Employee Benefits, Benefits Administration, Health Insurance, Insurance, Employee Relations, Life Insurance, Customer Service, Coaching, Leadership Development, Training, Banking, Branch Banking, Banking Law, Financial Analysis, Employee Training, Data Analysis, Market Research, Compliance, Microsoft Office, Microsoft Excel, Microsoft Word, Military Experience, Office Administration, Office Management, PowerPoint, Qualitative Research, Quantitative Research, Restaurants, Risk Assessment, Risk Management, Operational Risk..., Mentoring, Professional Mentoring, Teamwork, Time Management, Military
Education
Colorado Technical University 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, 3.96
Defense Language Institute 2007 — 2008
Spanish
Pacific Life August 2014 - Present
Pioneer Investments September 2013 - August 2014
U.S. Bank October 2011 - September 2013
United States Air Force October 2007 - April 2009
Z'Tejas Southwestern Grill October 2006 - October 2007
Skills
Employee Benefits, Benefits Administration, Health Insurance, Insurance, Employee Relations, Life Insurance, Customer Service, Coaching, Leadership Development, Training, Banking, Branch Banking, Banking Law, Financial Analysis, Employee Training, Data Analysis, Market Research, Compliance, Microsoft Office, Microsoft Excel, Microsoft Word, Military Experience, Office Administration, Office Management, PowerPoint, Qualitative Research, Quantitative Research, Restaurants, Risk Assessment, Risk Management, Operational Risk..., Mentoring, Professional Mentoring, Teamwork, Time Management, Military
Education
Colorado Technical University 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, 3.96
Defense Language Institute 2007 — 2008
Spanish
Arthur Bichler Arthur Bichler's Pacific Life Experience January 2014 - Present
Job Tax Manager at Pacific Life
Industry Accounting
Experience
Pacific Life January 2014 - Present
Pacific Life June 2010 - Present
Moss Adams LLP June 2004 - June 2010
Edmonds Community College 2001 - 2002
University of Washington 2000 - 2001
Skills
Tax Accounting, Corporate Tax, Tax Research, Tax Returns, Accounting, Financial Analysis, Tax Software, Financial Software..., Management, Longview, International Tax, GAAP, Income Tax, CPA, Tax
Education
Golden Gate University 2008 — 2012
Masters, Taxation
Western Washington University 2002 — 2004
MBA, Business
University of Washington 2003 — 2003
UW Certificate Program in Accounting
University of Washington
Graduate work, Mathematics
Maharishi University of Management
B.S, Mathematics
Pacific Life January 2014 - Present
Pacific Life June 2010 - Present
Moss Adams LLP June 2004 - June 2010
Edmonds Community College 2001 - 2002
University of Washington 2000 - 2001
Skills
Tax Accounting, Corporate Tax, Tax Research, Tax Returns, Accounting, Financial Analysis, Tax Software, Financial Software..., Management, Longview, International Tax, GAAP, Income Tax, CPA, Tax
Education
Golden Gate University 2008 — 2012
Masters, Taxation
Western Washington University 2002 — 2004
MBA, Business
University of Washington 2003 — 2003
UW Certificate Program in Accounting
University of Washington
Graduate work, Mathematics
Maharishi University of Management
B.S, Mathematics
Chad Lindsey Chad Lindsey's Pacific Life Experience January 2005 - April 2008
Job Owner at The Real Estate Business Builder
Industry Real Estate
Experience
The Real Estate Business Builder November 2014 - Present
Keller Williams Realty Winter Haven May 2013 - Present
Paychex September 2011 - April 2013
Keller Williams Real Estate September 2009 - September 2011
Pacific Life January 2005 - April 2008
Avon Equipment Leasing 2004 - 2005
Skills
Direct Sales, Public Speaking, Small Business..., Customer Satisfaction, Management, Business Development, Real Estate, Cold Calling, Team Building, Leadership Development, Sales, Sales Process, Coaching, Negotiation, Human Resources, Leadership, Recruiting, Sales Operations, Strategic Planning, Training
Education
Florida Southern College 1999 — 2003
Business Administration, Finance and Marketing
Choctawhatchee Highschool 1995 — 1999
Physics and Chemistry focus
The Real Estate Business Builder November 2014 - Present
Keller Williams Realty Winter Haven May 2013 - Present
Paychex September 2011 - April 2013
Keller Williams Real Estate September 2009 - September 2011
Pacific Life January 2005 - April 2008
Avon Equipment Leasing 2004 - 2005
Skills
Direct Sales, Public Speaking, Small Business..., Customer Satisfaction, Management, Business Development, Real Estate, Cold Calling, Team Building, Leadership Development, Sales, Sales Process, Coaching, Negotiation, Human Resources, Leadership, Recruiting, Sales Operations, Strategic Planning, Training
Education
Florida Southern College 1999 — 2003
Business Administration, Finance and Marketing
Choctawhatchee Highschool 1995 — 1999
Physics and Chemistry focus
J. Shane Reisman's Pacific Life Experience 2001 - 2001
Job Consultant at Slalom Consulting
Industry Management Consulting
Experience
Slalom Consulting February 2012 - Present
Booz Allen Hamilton April 2008 - February 2012
IBM Global Services November 2004 - April 2008
Infotech Strategies 2002 - 2004
Pacific Life 2001 - 2001
Pacific Life 2001 - 2001
Pacific Life 2001 - 2001
Pacific Life 2001 - 2001
Democratic National Committee 1997 - 1998
U.S. Senator Dianne Feinstein August 1996 - October 1996
Skills
Strategic Communications, Change Management, Program Management, Business Process..., Project Management, CRM, Business Intelligence, Culture Change, Government, Management Consulting, Organizational Design, Business Transformation
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA
University of California, Irvine 1992 — 1996
ba, criminology, law
The Hebrew University 1994 — 1995
Slalom Consulting February 2012 - Present
Booz Allen Hamilton April 2008 - February 2012
IBM Global Services November 2004 - April 2008
Infotech Strategies 2002 - 2004
Pacific Life 2001 - 2001
Pacific Life 2001 - 2001
Pacific Life 2001 - 2001
Pacific Life 2001 - 2001
Democratic National Committee 1997 - 1998
U.S. Senator Dianne Feinstein August 1996 - October 1996
Skills
Strategic Communications, Change Management, Program Management, Business Process..., Project Management, CRM, Business Intelligence, Culture Change, Government, Management Consulting, Organizational Design, Business Transformation
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA
University of California, Irvine 1992 — 1996
ba, criminology, law
The Hebrew University 1994 — 1995
Christy Ray's Pacific Life Experience 1998 - 1999
Job Account Manager at SKY'S THE LIMIT, LLC
Industry Insurance
Experience
SKY'S THE LIMIT, LLC July 2010 - Present
Cameron Harris 1998 - 2000
Pacific Life 1998 - 1999
United Healthcare 1994 - 1998
CIGNA September 1990 - 1994
Skills
Health Insurance, Insurance, Employee Benefits, Underwriting, Sales, Disability Insurance, Leadership, Customer Service, Claim, Brokers, Health Savings Accounts, Term Life Insurance, Critical Illness, Life Insurance, Accident, Long-term Care, Medicare, Group Medical, Managed Care, Commercial Insurance, HMO, Benefits Administration, Property & Casualty..., Dentistry, Self-funded
Education
Greenville Technical College
SKY'S THE LIMIT, LLC July 2010 - Present
Cameron Harris 1998 - 2000
Pacific Life 1998 - 1999
United Healthcare 1994 - 1998
CIGNA September 1990 - 1994
Skills
Health Insurance, Insurance, Employee Benefits, Underwriting, Sales, Disability Insurance, Leadership, Customer Service, Claim, Brokers, Health Savings Accounts, Term Life Insurance, Critical Illness, Life Insurance, Accident, Long-term Care, Medicare, Group Medical, Managed Care, Commercial Insurance, HMO, Benefits Administration, Property & Casualty..., Dentistry, Self-funded
Education
Greenville Technical College
Jaimee Niles's Pacific Life Experience September 1984 - February 2001
Job Director of Communications at MetLife
Industry Insurance
Experience
MetLife October 2013 - Present
LIFE Foundation October 2010 - Present
AALU December 2008 - May 2010
The Phoenix Companies January 2008 - December 2008
KOCE Public Television March 2005 - May 2007
MetLife Investors February 2002 - February 2003
Pacific Life September 1984 - February 2001
Skills
Insurance, Fixed Annuities, Life Insurance, Equities, Series 6, Retirement Planning, Public Speaking
Education
Drake University 1979 — 1981
BS, Business Administration
Trinity University 1977 — 1979
Bachelor of Science (BS), Business Administration and Management, General
MetLife October 2013 - Present
LIFE Foundation October 2010 - Present
AALU December 2008 - May 2010
The Phoenix Companies January 2008 - December 2008
KOCE Public Television March 2005 - May 2007
MetLife Investors February 2002 - February 2003
Pacific Life September 1984 - February 2001
Skills
Insurance, Fixed Annuities, Life Insurance, Equities, Series 6, Retirement Planning, Public Speaking
Education
Drake University 1979 — 1981
BS, Business Administration
Trinity University 1977 — 1979
Bachelor of Science (BS), Business Administration and Management, General
Sean K. Lewis's Pacific Life Experience November 2006 - August 2008
Job Financial Advisor at Westpoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group July 2015 - Present
Integrity Wealth Solutions January 2013 - June 2015
Transamerica Capital Inc. December 2008 - July 2012
Pacific Life November 2006 - August 2008
Skills
Mutual Funds, Retirement, Financial Advisory, Securities, Financial Services, Finance, Sales, Strategic Planning, Wealth, Investments
Education
DePauw University 1998 — 2002
Bachelor of Arts, History
WestPoint Financial Group July 2015 - Present
Integrity Wealth Solutions January 2013 - June 2015
Transamerica Capital Inc. December 2008 - July 2012
Pacific Life November 2006 - August 2008
Skills
Mutual Funds, Retirement, Financial Advisory, Securities, Financial Services, Finance, Sales, Strategic Planning, Wealth, Investments
Education
DePauw University 1998 — 2002
Bachelor of Arts, History
Yifei Chen Yifei Chen's Pacific Life Experience June 2013 - December 2013
Job MBA Candidate Class of 2014 at UC Irvine The Paul Merage School of Business
Industry Financial Services
Experience
Deloitte September 2014 - Present
UC Irvine The Paul Merage School of Business September 2012 - June 2014
Pacific Life June 2013 - December 2013
French Chamber of Commerce in China June 2007 - October 2010
French Chamber of Commerce and Industry in China January 2007 - July 2007
Consulate General of France in Shanghai October 2006 - December 2006
BNP Paribas - Cetelem China July 2006 - August 2006
Skills
Foreign Languages, Management Accounting, Financial Analysis, Accounting Applications, Department Budgeting, Cross-functional Team..., Project Management, Internal Communications, Business Strategy, Market Research, Business Development, Written & Oral..., Microsoft Excel, Public Relations, Business Acumen, Customer Insight, Finance, Analysis, Financial Modeling, Process Improvement, Forecasting
Education
University of California, Irvine 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
East China Normal University 2003 — 2007
Bachelor of Arts, French, 3.78/4.0; Graduate Magna Cum Laude of Shanghai
Université Paris III - Nouvelle Sorbonne 2005 — 2006
International Exchange Program, Cultural Media, Applied Foreign Language
Deloitte September 2014 - Present
UC Irvine The Paul Merage School of Business September 2012 - June 2014
Pacific Life June 2013 - December 2013
French Chamber of Commerce in China June 2007 - October 2010
French Chamber of Commerce and Industry in China January 2007 - July 2007
Consulate General of France in Shanghai October 2006 - December 2006
BNP Paribas - Cetelem China July 2006 - August 2006
Skills
Foreign Languages, Management Accounting, Financial Analysis, Accounting Applications, Department Budgeting, Cross-functional Team..., Project Management, Internal Communications, Business Strategy, Market Research, Business Development, Written & Oral..., Microsoft Excel, Public Relations, Business Acumen, Customer Insight, Finance, Analysis, Financial Modeling, Process Improvement, Forecasting
Education
University of California, Irvine 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
East China Normal University 2003 — 2007
Bachelor of Arts, French, 3.78/4.0; Graduate Magna Cum Laude of Shanghai
Université Paris III - Nouvelle Sorbonne 2005 — 2006
International Exchange Program, Cultural Media, Applied Foreign Language
Lance Henderson's Pacific Life Experience September 2006 - September 2008
Job Lance Henderson Insurance Solutions, Medicare Plans Specialist
Industry Insurance
Experience
United Healthcare July 2011 - Present
Aflac July 2013 - July 2014
PMA USA April 2011 - July 2013
State Farm Insurance December 2009 - January 2011
Field Asset Services March 2008 - September 2009
World Financial Group (WFG) December 2004 - May 2009
Pacific Life September 2006 - September 2008
UNIVERSAL LENDING Life Insurance and Annuities December 2004 - September 2008
LONGS DRUGS STORE October 1990 - May 2006
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Insurance, Employee Benefits, Retirement, Medicare, Commercial Insurance, Health Insurance, Term Life Insurance, Small Business, Cold Calling, Sales, Entrepreneurship, Long-term Care, Management, Customer Service, Interviews, Strategic Financial..., Whole Life, Universal Life, Brokers, Property & Casualty..., Workers Compensation, Benefits Administration, General Insurance, Financial Planners, Accident, 401k, Retirement Planning, Marketing, Medicare Prescription..., Equity Indexed Annuities, Licensed Property &..., Licensed Life & Health..., Supplemental Health, Voluntary Employee..., Senior Products, Medi-Cal, Casualty, Healthcare, Financial Services, Independent Sales Agent..., Medicare Advantage, Permanent Life Insurance, Medicare Part D, Leadership, Financial Planning
Education
De Anza College 1981 — 1985
AA/AS, Computer Science
United Healthcare July 2011 - Present
Aflac July 2013 - July 2014
PMA USA April 2011 - July 2013
State Farm Insurance December 2009 - January 2011
Field Asset Services March 2008 - September 2009
World Financial Group (WFG) December 2004 - May 2009
Pacific Life September 2006 - September 2008
UNIVERSAL LENDING Life Insurance and Annuities December 2004 - September 2008
LONGS DRUGS STORE October 1990 - May 2006
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Insurance, Employee Benefits, Retirement, Medicare, Commercial Insurance, Health Insurance, Term Life Insurance, Small Business, Cold Calling, Sales, Entrepreneurship, Long-term Care, Management, Customer Service, Interviews, Strategic Financial..., Whole Life, Universal Life, Brokers, Property & Casualty..., Workers Compensation, Benefits Administration, General Insurance, Financial Planners, Accident, 401k, Retirement Planning, Marketing, Medicare Prescription..., Equity Indexed Annuities, Licensed Property &..., Licensed Life & Health..., Supplemental Health, Voluntary Employee..., Senior Products, Medi-Cal, Casualty, Healthcare, Financial Services, Independent Sales Agent..., Medicare Advantage, Permanent Life Insurance, Medicare Part D, Leadership, Financial Planning
Education
De Anza College 1981 — 1985
AA/AS, Computer Science
David Burghard, FLMI David Burghard, FLMI's Pacific Life Experience January 2003 - December 2004
Job Senior Vice President of Sales at Dearborn National Worksite & Individual Solutions
Industry Insurance
Experience
Dearborn National October 2007 - Present
Mesirow Financial January 2007 - September 2007
Prudential Financial December 2004 - September 2006
Pacific Life January 2003 - December 2004
Scudder Kemper Investments January 2000 - December 2002
Scudder Kemper Investments August 1998 - December 1999
Nuveen Investments January 1997 - August 1998
Skills
Sales Management, Budgeting, Business Planning, Contract Negotiation, Forecasting, Customer Relations, Strategic Planning, New Business Development, Marketing Strategy, Account Management, Insurance, Negotiation, Business Strategy, Marketing Communications, Investments, Mutual Funds, Variable Annuities, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, 401k, Unit Investment Trusts, Separately Managed..., National Account..., Strategic Thinking, Delivering Results, Corporate Communications, Budgets, Series 7, Series 63, Life Insurance, Relationship Management, Strategic Financial..., Retirement, Retirement Planning, Employee Benefits, Sales, Risk Management, Customer Service, Leadership, Disability Insurance, Health Insurance, Long-term Care, Health Savings Accounts, Underwriting, Brokers, Voluntary Employee..., Group Insurance, Series 6, Property & Casualty...
Education
DePauw University 1989 — 1993
Bachelor of Arts (BA), Political Science
Principia
Dearborn National October 2007 - Present
Mesirow Financial January 2007 - September 2007
Prudential Financial December 2004 - September 2006
Pacific Life January 2003 - December 2004
Scudder Kemper Investments January 2000 - December 2002
Scudder Kemper Investments August 1998 - December 1999
Nuveen Investments January 1997 - August 1998
Skills
Sales Management, Budgeting, Business Planning, Contract Negotiation, Forecasting, Customer Relations, Strategic Planning, New Business Development, Marketing Strategy, Account Management, Insurance, Negotiation, Business Strategy, Marketing Communications, Investments, Mutual Funds, Variable Annuities, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, 401k, Unit Investment Trusts, Separately Managed..., National Account..., Strategic Thinking, Delivering Results, Corporate Communications, Budgets, Series 7, Series 63, Life Insurance, Relationship Management, Strategic Financial..., Retirement, Retirement Planning, Employee Benefits, Sales, Risk Management, Customer Service, Leadership, Disability Insurance, Health Insurance, Long-term Care, Health Savings Accounts, Underwriting, Brokers, Voluntary Employee..., Group Insurance, Series 6, Property & Casualty...
Education
DePauw University 1989 — 1993
Bachelor of Arts (BA), Political Science
Principia
Dipti Seth, MBA, PMP, CSM Dipti Seth, MBA, PMP, CSM's Pacific Life Experience September 2008 - January 2009
Job IT Program Manager at Molina Healthcare
Industry Hospital & Health Care
Experience
Molina Healthcare March 2012 - Present
Molina Healthcare October 2010 - March 2012
UnitedHealth Group August 2009 - October 2010
Pacific Life September 2008 - January 2009
The Irvine Company September 2006 - August 2008
UnitedHealth Group March 2006 - September 2006
Keane March 2002 - February 2006
PacifiCare Health Systems August 1998 - March 2002
Urban Science 1992 - 1998
Skills
Agile Methodologies, Business Analysis, Business Intelligence, Cross-functional Team..., EHR, HIPAA, Healthcare, Healthcare Information..., IT Strategy, Information Technology, Management, PMO, PMP, Process Improvement, Program Management, Project Portfolio..., Requirements Analysis, SDLC, SharePoint, Software Project..., Systems Analysis, Vendor Management, Visio, IT Management, Integration, Requirements Gathering, Business Process..., Enterprise Architecture, Resource Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1992
MBA, Information Systems
University of Illinois at Chicago 1986 — 1990
Bachelor of Science, Marketing
Molina Healthcare March 2012 - Present
Molina Healthcare October 2010 - March 2012
UnitedHealth Group August 2009 - October 2010
Pacific Life September 2008 - January 2009
The Irvine Company September 2006 - August 2008
UnitedHealth Group March 2006 - September 2006
Keane March 2002 - February 2006
PacifiCare Health Systems August 1998 - March 2002
Urban Science 1992 - 1998
Skills
Agile Methodologies, Business Analysis, Business Intelligence, Cross-functional Team..., EHR, HIPAA, Healthcare, Healthcare Information..., IT Strategy, Information Technology, Management, PMO, PMP, Process Improvement, Program Management, Project Portfolio..., Requirements Analysis, SDLC, SharePoint, Software Project..., Systems Analysis, Vendor Management, Visio, IT Management, Integration, Requirements Gathering, Business Process..., Enterprise Architecture, Resource Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1992
MBA, Information Systems
University of Illinois at Chicago 1986 — 1990
Bachelor of Science, Marketing
Mark Galligan's Pacific Life Experience October 2009 - April 2011
Job Sr. Director Data Center Operations at First American Financial
Industry Insurance
Experience
First American April 2011 - Present
Pacific Life October 2009 - April 2011
Pacific Life Insurance Company May 2008 - October 2009
Pacific Life March 2006 - April 2008
Pacific Life February 1997 - March 2006
Pacific Life February 1993 - February 1997
TRW Credit Data 1987 - 1993
Chevron 1984 - 1987
Skills
IT Service Management, Data Center, Management, IT Operations, IT Management, Leadership, Information Technology, Service-Now, Infrastructure..., IT Strategy, Service Management, IT Service Delivery, ITIL, Vendor Management, Disaster Recovery, Application Performance..., Service Level Management, SDLC, Process Improvement, Self Service, Project Planning, Cloud Computing, Security, Optimising, Infrastructure, VMware, Business Continuity, Incident Management, Enterprise Software, Governance, IT Service Catalog, Service Delivery, HP, Business Process, IT Outsourcing, Solution Architecture, Consulting, SaaS, Citrix, Storage, PMP, Virtualization, Sla, Workflow orchestration..., Workforce optimization, Data Center management, Data Center operations, Data Center automation, IBM Mainframe technology, Import Export
Education
Cypress College 1982 — 1983
Automotive Mechanics and Service
St. Joseph
First American April 2011 - Present
Pacific Life October 2009 - April 2011
Pacific Life Insurance Company May 2008 - October 2009
Pacific Life March 2006 - April 2008
Pacific Life February 1997 - March 2006
Pacific Life February 1993 - February 1997
TRW Credit Data 1987 - 1993
Chevron 1984 - 1987
Skills
IT Service Management, Data Center, Management, IT Operations, IT Management, Leadership, Information Technology, Service-Now, Infrastructure..., IT Strategy, Service Management, IT Service Delivery, ITIL, Vendor Management, Disaster Recovery, Application Performance..., Service Level Management, SDLC, Process Improvement, Self Service, Project Planning, Cloud Computing, Security, Optimising, Infrastructure, VMware, Business Continuity, Incident Management, Enterprise Software, Governance, IT Service Catalog, Service Delivery, HP, Business Process, IT Outsourcing, Solution Architecture, Consulting, SaaS, Citrix, Storage, PMP, Virtualization, Sla, Workflow orchestration..., Workforce optimization, Data Center management, Data Center operations, Data Center automation, IBM Mainframe technology, Import Export
Education
Cypress College 1982 — 1983
Automotive Mechanics and Service
St. Joseph
Stuart Holland Stuart Holland's Pacific Life Experience December 2004 - Present
Job Vice President, Retail Sales at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life December 2004 - Present
Skills
Asset Allocation, Business Development, Coaching, Financial Services, Fixed Annuities, Mutual Funds, Public Speaking, Retirement Planning, Series 7, Series 63, Series 26, Series 51, Long-term Care
Education
East Carolina University
Bachelor of Arts (B.A.), Economics
Pacific Life December 2004 - Present
Skills
Asset Allocation, Business Development, Coaching, Financial Services, Fixed Annuities, Mutual Funds, Public Speaking, Retirement Planning, Series 7, Series 63, Series 26, Series 51, Long-term Care
Education
East Carolina University
Bachelor of Arts (B.A.), Economics
Joe Cohran's Pacific Life Experience 2003 - 2004
Job Regional Vice President at Transamerica Employee Benefits
Industry Insurance
Experience
Transamerica Employee Benefits November 2006 - Present
Mercer Health & Benefits 2004 - 2006
Pacific Life 2003 - 2004
Skills
Sales, Employee Benefits, Life Insurance, Voluntary Employee..., Disability Insurance, Supplemental Health, Account Management, Brokers, Marketing, Fixed Annuities
Education
Georgia Southern University - College of Business Administration 1997 — 2002
Bachelor of Business Administration (BBA), Finance, General
Transamerica Employee Benefits November 2006 - Present
Mercer Health & Benefits 2004 - 2006
Pacific Life 2003 - 2004
Skills
Sales, Employee Benefits, Life Insurance, Voluntary Employee..., Disability Insurance, Supplemental Health, Account Management, Brokers, Marketing, Fixed Annuities
Education
Georgia Southern University - College of Business Administration 1997 — 2002
Bachelor of Business Administration (BBA), Finance, General
Taryn Luquin's Pacific Life Experience November 2002 - February 2003
Job Lead Tape Operator For Pomeroy at IBM
Industry Information Technology and Services
Experience
Pomeroy - IBM June 2011 - Present
Orange County Register May 2003 - September 2008
MGM Studios February 2003 - May 2003
Pacific Life November 2002 - February 2003
Orange County Register October 2001 - October 2002
Conexant Systems October 2000 - July 2001
Skills
Netcool, Software Documentation, Disaster Recovery, Email Marketing, HP-UX, Human Resources, ITIL, Management, Oracle, Project Management, Security, Servers, Training, Troubleshooting, Windows 7
Education
Golden West College 2008 — 2012
Business Marketing Management
Mt. San Antonio College 1999 — 2012
Computer Network Administration and Business Marketing Management
Pomeroy - IBM June 2011 - Present
Orange County Register May 2003 - September 2008
MGM Studios February 2003 - May 2003
Pacific Life November 2002 - February 2003
Orange County Register October 2001 - October 2002
Conexant Systems October 2000 - July 2001
Skills
Netcool, Software Documentation, Disaster Recovery, Email Marketing, HP-UX, Human Resources, ITIL, Management, Oracle, Project Management, Security, Servers, Training, Troubleshooting, Windows 7
Education
Golden West College 2008 — 2012
Business Marketing Management
Mt. San Antonio College 1999 — 2012
Computer Network Administration and Business Marketing Management
Danielle Bradbury's Pacific Life Experience March 2010 - Present
Job Document Center Supervisor at Pacific Life
Industry Insurance
Experience
Pacific Life March 2010 - Present
Kaplan August 2009 - March 2010
Macy's November 2009 - January 2010
It's A Grind Coffee House August 2007 - August 2009
Jamba Juice August 2005 - May 2007
Jamba Juice August 2005 - May 2007
Skills
Leadership, Time Management, Customer Service, Communication, Inventory Management, Microsoft Office, Microsoft Word, Microsoft Excel, Training
Education
University of California, Irvine 2007 — 2009
a bachelor of arts, Psychology and Social Behavior
Fullerton College 2005 — 2007
associate of arts degree, Liberal Arts
Pacific Life March 2010 - Present
Kaplan August 2009 - March 2010
Macy's November 2009 - January 2010
It's A Grind Coffee House August 2007 - August 2009
Jamba Juice August 2005 - May 2007
Jamba Juice August 2005 - May 2007
Skills
Leadership, Time Management, Customer Service, Communication, Inventory Management, Microsoft Office, Microsoft Word, Microsoft Excel, Training
Education
University of California, Irvine 2007 — 2009
a bachelor of arts, Psychology and Social Behavior
Fullerton College 2005 — 2007
associate of arts degree, Liberal Arts
Mike Yetter Mike Yetter's Pacific Life Experience 2010 - 2012
Job VP MultiClient OTC Derivatives at State Street
Industry Financial Services
Experience
State Street 2014 - Present
Nuveen Investments 2012 - 2014
Pacific Life 2010 - 2012
Charles River Development 2009 - 2010
State Street Corporation (STT) 2000 - 2009
PIMCO 1987 - 2000
Skills
Fixed Income, Derivatives, Equities, Asset Managment, Bloomberg, Portfolio Management, Middle Office, Mutual Funds, Risk Management, Financial Services, Securities, Business Analysis, Capital Markets, Electronic Trading, Management, Trading Systems, SDLC, Settlement, Collateral Management, Financial Analysis, Valuation, Outsourcing, Back Office, Alternative Investments, Asset Management, PMO, Financial Markets
Education
DePaul University
Certificate, SQL Server Business Intelligence
University of California, Irvine
Coursework in Business Analysis, Management and Leadership, Emerging Technologies
University of California, Los Angeles
Bachelor's degree, Economics
State Street 2014 - Present
Nuveen Investments 2012 - 2014
Pacific Life 2010 - 2012
Charles River Development 2009 - 2010
State Street Corporation (STT) 2000 - 2009
PIMCO 1987 - 2000
Skills
Fixed Income, Derivatives, Equities, Asset Managment, Bloomberg, Portfolio Management, Middle Office, Mutual Funds, Risk Management, Financial Services, Securities, Business Analysis, Capital Markets, Electronic Trading, Management, Trading Systems, SDLC, Settlement, Collateral Management, Financial Analysis, Valuation, Outsourcing, Back Office, Alternative Investments, Asset Management, PMO, Financial Markets
Education
DePaul University
Certificate, SQL Server Business Intelligence
University of California, Irvine
Coursework in Business Analysis, Management and Leadership, Emerging Technologies
University of California, Los Angeles
Bachelor's degree, Economics
Reed Bonner Reed Bonner's Pacific Life Experience December 2006 - Present
Job Regional Vice President Pacific Life
Industry Financial Services
Experience
Pacific Life December 2006 - Present
Skills
Retirement Planning, Practice Management, Business Development, Mutual Funds, Public Speaking, Annuities, Coaching, Consultative Sales, 401k, Income Planning, Family Protection, Legacy Strategies, Sales and Marketing, Social Security, Asset Allocation
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Dickinson College
BA
Pacific Life December 2006 - Present
Skills
Retirement Planning, Practice Management, Business Development, Mutual Funds, Public Speaking, Annuities, Coaching, Consultative Sales, 401k, Income Planning, Family Protection, Legacy Strategies, Sales and Marketing, Social Security, Asset Allocation
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Dickinson College
BA
Stephanie Saylor's Pacific Life Experience 2008 - 2011
Job Strategic Marketing Sales Advisor
Industry Financial Services
Experience
Zenith Marketing Group, Inc October 2013 - Present
Home October 2011 - October 2013
Retirement and Estate Planning Services, Inc March 2011 - October 2011
Pacific Life 2008 - 2011
Skills
Sales, Retirement Planning, Fixed Annuities, Life Insurance, Financial Services
Education
East Tennessee State University 1999 — 2003
BBA, Corporate Finance & Investments
Zenith Marketing Group, Inc October 2013 - Present
Home October 2011 - October 2013
Retirement and Estate Planning Services, Inc March 2011 - October 2011
Pacific Life 2008 - 2011
Skills
Sales, Retirement Planning, Fixed Annuities, Life Insurance, Financial Services
Education
East Tennessee State University 1999 — 2003
BBA, Corporate Finance & Investments
Dawn Beatty Dawn Beatty's Pacific Life Experience January 2011 - September 2011
Job Executive Assistant to CMO, Marketing and Sr. VP Sales
Industry Financial Services
Experience
Hyundai Capital America November 2011 - April 2013
Pacific Life January 2011 - September 2011
Pacific Life Insurance Company August 2001 - December 2010
The Westin Long Beach 1996 - 1998
Education
Golden West College 1984 — 1989
General Business
Huntington Beach High School 1980 — 1984
Hyundai Capital America November 2011 - April 2013
Pacific Life January 2011 - September 2011
Pacific Life Insurance Company August 2001 - December 2010
The Westin Long Beach 1996 - 1998
Education
Golden West College 1984 — 1989
General Business
Huntington Beach High School 1980 — 1984
Michael Lally Michael Lally's Pacific Life Experience 2006 - 2008
Job Financial Advisor/RIA/Reg Director Tactical Investments, Covered Call Overlay, SMAs, Hedge Funds, FIAs with 20+ years
Industry Financial Services
Experience
ING Investment Management September 2009 - October 2010
MML Investors Services Inc (BD for MassMutual) June 2008 - September 2009
Pacific Life 2006 - 2008
CCO Investment Services Corp (BD for Citizens Bank) January 2005 - June 2006
Quick & Reilly/Banc of America Investment Services August 2003 - December 2004
WS Griffith Securities 2000 - 2002
Bidwell & Company March 1996 - July 1999
Fidelity Investments January 1994 - January 1996
Skills
Retirement Planning, Retirement Income..., Tactical Asset..., Wealth Management, 401k Rollovers, Separately Managed..., Series 65, Annuity Sales, Wealth Accumulation..., Alternative Investments, Covered Calls, Unified Managed Accounts, 529 Plans, Mutual Funds, Asset Allocation, Investments, Financial Services, SEP IRA, Simple IRA, Hedge Funds, Life Insurance, Retirement, Insurance, Fixed Annuities, hed
Education
Embry-Riddle Aeronautical University 1985 — 1989
Associate's Degree, Business Administration and Management, General
Embry-Riddle Aeronautical University - Prescott, AZ 1985 — 1989
Bachelor's Degree, Aeronautical Science
ING Investment Management September 2009 - October 2010
MML Investors Services Inc (BD for MassMutual) June 2008 - September 2009
Pacific Life 2006 - 2008
CCO Investment Services Corp (BD for Citizens Bank) January 2005 - June 2006
Quick & Reilly/Banc of America Investment Services August 2003 - December 2004
WS Griffith Securities 2000 - 2002
Bidwell & Company March 1996 - July 1999
Fidelity Investments January 1994 - January 1996
Skills
Retirement Planning, Retirement Income..., Tactical Asset..., Wealth Management, 401k Rollovers, Separately Managed..., Series 65, Annuity Sales, Wealth Accumulation..., Alternative Investments, Covered Calls, Unified Managed Accounts, 529 Plans, Mutual Funds, Asset Allocation, Investments, Financial Services, SEP IRA, Simple IRA, Hedge Funds, Life Insurance, Retirement, Insurance, Fixed Annuities, hed
Education
Embry-Riddle Aeronautical University 1985 — 1989
Associate's Degree, Business Administration and Management, General
Embry-Riddle Aeronautical University - Prescott, AZ 1985 — 1989
Bachelor's Degree, Aeronautical Science
Joshua Bawer Joshua Bawer's Pacific Life Experience 1998 - 2001
Job Director at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance July 2013 - Present
Liberty Mutual Insurance September 2009 - June 2013
Liberty Mutual May 2008 - March 2010
Liberty Mutual April 2007 - April 2008
Liberty Mutual August 2005 - March 2007
Liberty Mutual August 2003 - July 2005
Pacific Life 1998 - 2001
Skills
Product Management, Insurance, Underwriting, Property & Casualty..., Risk Management, Forecasting, Financial Analysis, Financial Modeling, Reinsurance, Business Analysis, Process Improvement, Analysis, Claim
Education
Georgetown University - The McDonough School of Business 2001 — 2003
MBA, Finance
Pomona College 1994 — 1998
BA, Mathematics
Liberty Mutual Insurance July 2013 - Present
Liberty Mutual Insurance September 2009 - June 2013
Liberty Mutual May 2008 - March 2010
Liberty Mutual April 2007 - April 2008
Liberty Mutual August 2005 - March 2007
Liberty Mutual August 2003 - July 2005
Pacific Life 1998 - 2001
Skills
Product Management, Insurance, Underwriting, Property & Casualty..., Risk Management, Forecasting, Financial Analysis, Financial Modeling, Reinsurance, Business Analysis, Process Improvement, Analysis, Claim
Education
Georgetown University - The McDonough School of Business 2001 — 2003
MBA, Finance
Pomona College 1994 — 1998
BA, Mathematics
Steve Siepak Steve Siepak's Pacific Life Experience 2000 - 2007
Job Manager Mutual Funds and Alternative Investments at National Planning Holdings
Industry Financial Services
Experience
National Planning Holdings January 2008 - Present
Pacific Life 2000 - 2007
American Funds Distributors July 1995 - July 2000
Skills
Alternative Investments, Mutual Funds, Fixed Annuities, Series 6, Securities, Series 63, Retirement Planning, Series 7, Investments, Relationship Management, 401k, Investment Advisory, Asset Allocation, Wealth Management, Financial Advisory
Education
Cypress College
A.S., Business Management
National Planning Holdings January 2008 - Present
Pacific Life 2000 - 2007
American Funds Distributors July 1995 - July 2000
Skills
Alternative Investments, Mutual Funds, Fixed Annuities, Series 6, Securities, Series 63, Retirement Planning, Series 7, Investments, Relationship Management, 401k, Investment Advisory, Asset Allocation, Wealth Management, Financial Advisory
Education
Cypress College
A.S., Business Management
Julie Duff's Pacific Life Experience August 1989 - July 1994
Job PSC/PSR/Triage at Swedish Edmonds Birth and Family
Industry Hospital & Health Care
Experience
Swedish Edmonds Birth and Family Clinic March 2013 - Present
OIMA Gastro January 2012 - September 2012
Group Health September 2010 - May 2011
Heatherwood YMCA September 2008 - July 2009
Ocean View School District September 2007 - March 2008
Independent Electric Supply August 2006 - August 2007
Favorite And Associates January 1995 - September 1995
Pacific Life August 1989 - July 1994
Skills
EHR, BLS, Vital Signs, Direct Patient Care, Inpatient, Data Entry, EMR, Cpr Certified, DOH Certified, Epic Systems, Abstractor, Child Profile..., Scanning, Telephone Triage, Appointment Scheduling, Filing, Medical Records, Clinical Research
Education
Everest College 2009 — 2010
Technical, MA
Everett Community College 2005 — 2006
English, Math and Computers
Swedish Edmonds Birth and Family Clinic March 2013 - Present
OIMA Gastro January 2012 - September 2012
Group Health September 2010 - May 2011
Heatherwood YMCA September 2008 - July 2009
Ocean View School District September 2007 - March 2008
Independent Electric Supply August 2006 - August 2007
Favorite And Associates January 1995 - September 1995
Pacific Life August 1989 - July 1994
Skills
EHR, BLS, Vital Signs, Direct Patient Care, Inpatient, Data Entry, EMR, Cpr Certified, DOH Certified, Epic Systems, Abstractor, Child Profile..., Scanning, Telephone Triage, Appointment Scheduling, Filing, Medical Records, Clinical Research
Education
Everest College 2009 — 2010
Technical, MA
Everett Community College 2005 — 2006
English, Math and Computers
Matt Hoyt's Pacific Life Experience December 2007 - February 2009
Job Strategic Account Manager at Assima PLC
Industry Computer Software
Experience
Assima PLC April 2015 - Present
Southbend May 2012 - April 2015
Bargreen Ellingson January 2011 - May 2012
SIA February 2009 - January 2011
Pacific Life December 2007 - February 2009
Skills
Financial Modeling, Fixed Income, Portfolio Management, Cash Flow, Finance, Forecasting, Sales, Financial Analysis, Budgets, Leadership, Sales Operations, Negotiation, Strategic Planning
Education
Eastern Illinois University 2006 — 2007
MBA, Finance
Eastern Illinois University 2002 — 2006
BS, Finance
Assima PLC April 2015 - Present
Southbend May 2012 - April 2015
Bargreen Ellingson January 2011 - May 2012
SIA February 2009 - January 2011
Pacific Life December 2007 - February 2009
Skills
Financial Modeling, Fixed Income, Portfolio Management, Cash Flow, Finance, Forecasting, Sales, Financial Analysis, Budgets, Leadership, Sales Operations, Negotiation, Strategic Planning
Education
Eastern Illinois University 2006 — 2007
MBA, Finance
Eastern Illinois University 2002 — 2006
BS, Finance
Tyler Hansen's Pacific Life Experience August 2010 - June 2012
Job .
Industry Accounting
Experience
McGladrey January 2015 - Present
CredibleCravings April 2012 - September 2015
Bolar Hirsch & Jennings, LLP January 2013 - July 2014
Pacific Life August 2010 - June 2012
Armstrong Relocation March 2008 - May 2010
Young Philanthropist Project October 2008 - April 2009
Armstrong Relocation November 2005 - March 2006
Skills
Operations Management, Logistics, Financial Analysis, Finance, Time Management, Leadership, Accounting, General Ledger, Budgets, Payroll, Tax, Income Tax, Accounts Payable, Financial Reporting, Microsoft Office, Accounts Receivable, Financial Statements, Budget, Startup Development
Education
University of Denver - Daniels College of Business 2004 — 2008
BSBA, Finance / Marketing, Accounting
Golden Gate University
MS, Taxation
Hult International Businesss School, London Campus
International Business
Orono High School 1998 — 2002
High School
McGladrey January 2015 - Present
CredibleCravings April 2012 - September 2015
Bolar Hirsch & Jennings, LLP January 2013 - July 2014
Pacific Life August 2010 - June 2012
Armstrong Relocation March 2008 - May 2010
Young Philanthropist Project October 2008 - April 2009
Armstrong Relocation November 2005 - March 2006
Skills
Operations Management, Logistics, Financial Analysis, Finance, Time Management, Leadership, Accounting, General Ledger, Budgets, Payroll, Tax, Income Tax, Accounts Payable, Financial Reporting, Microsoft Office, Accounts Receivable, Financial Statements, Budget, Startup Development
Education
University of Denver - Daniels College of Business 2004 — 2008
BSBA, Finance / Marketing, Accounting
Golden Gate University
MS, Taxation
Hult International Businesss School, London Campus
International Business
Orono High School 1998 — 2002
High School
Kevin A. LeBlanc's Pacific Life Experience January 1991 - August 2005
Job VP, Business Development at HPOne
Industry Insurance
Experience
HPOne (HealthPlanOne LLC.) December 2013 - Present
WellCare Health Plans February 2006 - October 2013
Pacific Life January 1991 - August 2005
CareFirst BlueCross BlueShield August 1988 - December 1990
Skills
Medicare, Insurance, Employee Benefits, Underwriting, Healthcare, Strategic Planning, Process Improvement, Medicaid, Life Insurance, Account Management, HMO, Sales, Building Relationships, Health Insurance, Executive Management, Team Building, Brokers, Leadership, Business Development, Medicare Part D, New Business Development, Training, Management, Health Savings Accounts, Marketing, Healthcare Industry, Term Life Insurance, HIPAA, Healthcare Consulting, Start-ups, Provider Relations, Healthcare Management, PPO, Benefits Administration, Network Development, Claim, Health Care Reform, Health Policy, Commercial Insurance, Fixed Annuities, Call Centers, Disease Management, Accident
Education
Frostburg State University 1979 — 1984
Dual Majors, Accounting & Business Administration
HPOne (HealthPlanOne LLC.) December 2013 - Present
WellCare Health Plans February 2006 - October 2013
Pacific Life January 1991 - August 2005
CareFirst BlueCross BlueShield August 1988 - December 1990
Skills
Medicare, Insurance, Employee Benefits, Underwriting, Healthcare, Strategic Planning, Process Improvement, Medicaid, Life Insurance, Account Management, HMO, Sales, Building Relationships, Health Insurance, Executive Management, Team Building, Brokers, Leadership, Business Development, Medicare Part D, New Business Development, Training, Management, Health Savings Accounts, Marketing, Healthcare Industry, Term Life Insurance, HIPAA, Healthcare Consulting, Start-ups, Provider Relations, Healthcare Management, PPO, Benefits Administration, Network Development, Claim, Health Care Reform, Health Policy, Commercial Insurance, Fixed Annuities, Call Centers, Disease Management, Accident
Education
Frostburg State University 1979 — 1984
Dual Majors, Accounting & Business Administration
Amy E. Grochowski Amy E. Grochowski's Pacific Life Experience July 2005 - November 2005
Job Call Center Leader
Industry Consumer Services
Experience
AmerisourceBergen March 2013 - March 2015
GSI Commerce, an eBay Company August 2011 - March 2013
Comcast Cable October 2009 - August 2011
CSC December 2005 - June 2009
Pacific Life July 2005 - November 2005
Pacific Life July 2002 - July 2005
Pacific Life July 2000 - July 2002
Skills
Call Centers, Customer Retention, Team Building, Technical Support, Coaching, Customer Service, Project Planning, Team Leadership, Cross-functional Team..., Employee Benefits, Vendor Management, Time Management, Insurance, Cold Calling, CRM, Call Center, Microsoft Office, Customer Relations, Goal Development, Performance Reporting, Financial Services, Partner Relationship..., BPO, Interviewing, Talent Selection, Team Motivator, Team Performance, Employee Surveys, Customer Surveys, Staff Training, Documentation, Project Implementation, Offshore, Outsourcing, Workflow Solutions, Interview Coaching, Goal Oriented, Annuities, Mutual Funds, Upselling, Performance Improvement, Camtasia, Lotus Notes, Ticketing, NICE Call Recording, Avaya CMS, Workday, Management, Leadership, Training
Education
Capella University 2015 — 2017
Bachelor of Business Administration (BBA), Management and Leadership, 4.0
Delaware County Community College 1991 — 1993
Associate of Science (A.S.), Business Administration and Management, General
AmerisourceBergen March 2013 - March 2015
GSI Commerce, an eBay Company August 2011 - March 2013
Comcast Cable October 2009 - August 2011
CSC December 2005 - June 2009
Pacific Life July 2005 - November 2005
Pacific Life July 2002 - July 2005
Pacific Life July 2000 - July 2002
Skills
Call Centers, Customer Retention, Team Building, Technical Support, Coaching, Customer Service, Project Planning, Team Leadership, Cross-functional Team..., Employee Benefits, Vendor Management, Time Management, Insurance, Cold Calling, CRM, Call Center, Microsoft Office, Customer Relations, Goal Development, Performance Reporting, Financial Services, Partner Relationship..., BPO, Interviewing, Talent Selection, Team Motivator, Team Performance, Employee Surveys, Customer Surveys, Staff Training, Documentation, Project Implementation, Offshore, Outsourcing, Workflow Solutions, Interview Coaching, Goal Oriented, Annuities, Mutual Funds, Upselling, Performance Improvement, Camtasia, Lotus Notes, Ticketing, NICE Call Recording, Avaya CMS, Workday, Management, Leadership, Training
Education
Capella University 2015 — 2017
Bachelor of Business Administration (BBA), Management and Leadership, 4.0
Delaware County Community College 1991 — 1993
Associate of Science (A.S.), Business Administration and Management, General
Elizabeth Reed Elizabeth Reed's Pacific Life Experience September 2014 - Present
Job Sr. Investment Accountant at Pacific Life
Industry Accounting
Experience
Pacific Life September 2014 - Present
PwC July 2014 - September 2014
PwC January 2011 - July 2014
PwC July 2012 - September 2012
Thomson Reuters September 2010 - December 2010
Thomson Reuters December 2008 - September 2010
Skills
Tax, SAP, Accounting, Microsoft Excel, Data Analysis, Transfer Pricing..., Financial Analysis, US GAAP, Financial Accounting, Financial Reporting, Corporate Tax, Tax Preparation, International Tax, Finance, GAAP, CPA
Education
Eastern Michigan University 2010 — 2010
MSA, Accounting - Taxation and Financial Planning
Michigan State University 2005 — 2008
BA and BS, Finance, Science and Technology
Pacific Life September 2014 - Present
PwC July 2014 - September 2014
PwC January 2011 - July 2014
PwC July 2012 - September 2012
Thomson Reuters September 2010 - December 2010
Thomson Reuters December 2008 - September 2010
Skills
Tax, SAP, Accounting, Microsoft Excel, Data Analysis, Transfer Pricing..., Financial Analysis, US GAAP, Financial Accounting, Financial Reporting, Corporate Tax, Tax Preparation, International Tax, Finance, GAAP, CPA
Education
Eastern Michigan University 2010 — 2010
MSA, Accounting - Taxation and Financial Planning
Michigan State University 2005 — 2008
BA and BS, Finance, Science and Technology
Sarah Jarvis Sarah Jarvis's Pacific Life Experience April 2014 - Present
Job Assistant Vice President, Compliance at Pacific Life
Industry Insurance
Experience
Pacific Life April 2014 - Present
Pacific Life May 2012 - April 2014
Pacific Life June 2011 - May 2012
Jorden Burt LLP May 2007 - June 2011
Education
University of Miami - School of Business 2003 — 2006
JD/MBA
University of Miami School of Law 2003 — 2006
JD/MBA
Florida State University - College of Business 1999 — 2003
BS, Finance and Multinational Business
Pacific Life April 2014 - Present
Pacific Life May 2012 - April 2014
Pacific Life June 2011 - May 2012
Jorden Burt LLP May 2007 - June 2011
Education
University of Miami - School of Business 2003 — 2006
JD/MBA
University of Miami School of Law 2003 — 2006
JD/MBA
Florida State University - College of Business 1999 — 2003
BS, Finance and Multinational Business
Jill Van Winkle's Pacific Life Experience 1991 - 2005
Job Senior Stop Loss Specialist at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2013 - Present
Keylingo Translations 2012 - 2013
HM Insurance Group, Inc. 2007 - 2012
AIG 2005 - 2007
Pacific Life 1991 - 2005
Skills
Translation, Business Development, Project Management, Customer Service, Consulting & Sales, Sales, Consulting, Employee Benefits, Management, Health Insurance, Account Management, Start-ups, Training, B2B, Strategic Planning, Leadership, Workers Compensation, New Business Development, Self-funded, Program Management
Education
Eastern Kentucky University
BS, Merchandising & Textiles
Sun Life Financial August 2013 - Present
Keylingo Translations 2012 - 2013
HM Insurance Group, Inc. 2007 - 2012
AIG 2005 - 2007
Pacific Life 1991 - 2005
Skills
Translation, Business Development, Project Management, Customer Service, Consulting & Sales, Sales, Consulting, Employee Benefits, Management, Health Insurance, Account Management, Start-ups, Training, B2B, Strategic Planning, Leadership, Workers Compensation, New Business Development, Self-funded, Program Management
Education
Eastern Kentucky University
BS, Merchandising & Textiles
DJ Sigband DJ Sigband's Pacific Life Experience February 2008 - May 2009
Job Senior Marketing Manager at Alternative Investment Distribution
Industry Financial Services
Experience
Strategic Capital Companies November 2014 - Present
Coca-Cola Refreshments April 2012 - November 2014
Orange Children & Parents Together (OCPT) December 2010 - November 2014
InsideTrack September 2009 - February 2011
Pacific Life February 2008 - May 2009
Fosters Group June 2006 - September 2006
Caribbean Central American Action June 2005 - September 2005
Script to Screen, Inc. January 2003 - February 2005
AXA Financial August 1999 - November 2001
Skills
Advertising, Marketing Strategy, Cross-functional Team..., Social Media, Online Marketing, Brand Development, Marketing Communications, Project Management, Strategy, Marketing, Direct Marketing, New Business Development, Analytics, Management, Customer Insight, Creative Direction, Program Management, Budgets, Brand Management, Sales, Market Research, Product Marketing
Education
UC San Diego School of Global Policy and Strategy (GPS) 2005 — 2007
Master of Pacific and International Affairs, International Management
The New School 2001 — 2001
Certificate Program, Film Production
Emory University 1995 — 1999
BBA, Finance/Marketing
Thacher School 1991 — 1995
Harbor Day School
Harbor Day School
Strategic Capital Companies November 2014 - Present
Coca-Cola Refreshments April 2012 - November 2014
Orange Children & Parents Together (OCPT) December 2010 - November 2014
InsideTrack September 2009 - February 2011
Pacific Life February 2008 - May 2009
Fosters Group June 2006 - September 2006
Caribbean Central American Action June 2005 - September 2005
Script to Screen, Inc. January 2003 - February 2005
AXA Financial August 1999 - November 2001
Skills
Advertising, Marketing Strategy, Cross-functional Team..., Social Media, Online Marketing, Brand Development, Marketing Communications, Project Management, Strategy, Marketing, Direct Marketing, New Business Development, Analytics, Management, Customer Insight, Creative Direction, Program Management, Budgets, Brand Management, Sales, Market Research, Product Marketing
Education
UC San Diego School of Global Policy and Strategy (GPS) 2005 — 2007
Master of Pacific and International Affairs, International Management
The New School 2001 — 2001
Certificate Program, Film Production
Emory University 1995 — 1999
BBA, Finance/Marketing
Thacher School 1991 — 1995
Harbor Day School
Harbor Day School
Shaohua (Tom) Guan, FSA, MAAA Shaohua (Tom) Guan, FSA, MAAA's Pacific Life Experience 2012 - 2014
Job Director, CCAR modeling at AIG
Industry Insurance
Experience
AIG 2014 - Present
Pacific Life 2012 - 2014
Manulife 2011 - 2012
John Hancock Life Insurance Company (U.S.A.) 2010 - 2011
John Hancock 2009 - 2010
ING 2005 - 2009
Siemens 2004 - 2005
NFI Interactive Logistics 2000 - 2003
Diginexus 1999 - 2000
The Vanguard Group 1998 - 1999
Skills
Hedging, SQL, Leadership, Actuarial Science, Derivatives, Insurance, Financial Reporting, Fixed Income, Risk Management, Financial Analysis, VBA, Valuation, Financial Risk, Financial Modeling, Quantitative Analytics, ALM, Quantitative Finance, Asset Management, Portfolio Management, Enterprise Risk..., SAS, Life Insurance, Capital Markets, Investments, Software Design, Software Development
Education
...
Drexel University
Master
The sceond primary school on Fengyang Rd
Villanova University
M.S., Computer Science
AIG 2014 - Present
Pacific Life 2012 - 2014
Manulife 2011 - 2012
John Hancock Life Insurance Company (U.S.A.) 2010 - 2011
John Hancock 2009 - 2010
ING 2005 - 2009
Siemens 2004 - 2005
NFI Interactive Logistics 2000 - 2003
Diginexus 1999 - 2000
The Vanguard Group 1998 - 1999
Skills
Hedging, SQL, Leadership, Actuarial Science, Derivatives, Insurance, Financial Reporting, Fixed Income, Risk Management, Financial Analysis, VBA, Valuation, Financial Risk, Financial Modeling, Quantitative Analytics, ALM, Quantitative Finance, Asset Management, Portfolio Management, Enterprise Risk..., SAS, Life Insurance, Capital Markets, Investments, Software Design, Software Development
Education
...
Drexel University
Master
The sceond primary school on Fengyang Rd
Villanova University
M.S., Computer Science
Stacey Calvert's Pacific Life Experience 2000 - 2004
Job
Industry Real Estate
Experience
Secure Equity Investments Inc August 2009 - December 2014
NX Realty and various other companies January 2001 - April 2009
Pacific Life 2000 - 2004
Skills
Property Management, Short Sales, Foreclosures, Rentals, Loans, Listings, REO, Sellers, Real Estate, Investments, Residential, Investment Properties, Negotiation, Brokerage, Investors, Brokers, Tenant, Luxury, Contract Negotiation, Microsoft Office, Single Family Homes, Residential Homes, HUD
Education
Glendale Community College 1990 — 1992
Glendale Community College
Secure Equity Investments Inc August 2009 - December 2014
NX Realty and various other companies January 2001 - April 2009
Pacific Life 2000 - 2004
Skills
Property Management, Short Sales, Foreclosures, Rentals, Loans, Listings, REO, Sellers, Real Estate, Investments, Residential, Investment Properties, Negotiation, Brokerage, Investors, Brokers, Tenant, Luxury, Contract Negotiation, Microsoft Office, Single Family Homes, Residential Homes, HUD
Education
Glendale Community College 1990 — 1992
Glendale Community College
Tim Capps's Pacific Life Experience August 2009 - Present
Job Enterprise Architect at Pacific Life
Industry Insurance
Experience
Pacific Life August 2009 - Present
CappsNet Inc April 2002 - August 2009
Canyon Partners February 2004 - February 2009
Canyon Capital February 2004 - February 2009
Canyon Capital Advisors 2004 - February 2009
The Summit Real Estate Group January 2001 - March 2002
GoBizNow January 2000 - May 2001
Interactive Search, Incorporated January 1996 - February 2000
QuickNet ICG Incorporated January 1995 - February 1998
KCI Computing January 1991 - February 1996
Skills
Windows, Infrastructure, Servers, Network Design, Enterprise Architecture, Disaster Recovery, DNS, Firewalls, Solaris, ASP.NET, Information Security, Scripting, Active Directory, Windows Server, VMware, Networking, Security, Telecommunications, Enterprise Software, Virtualization, WAN, Cloud Computing, Data Center, Unix, Operating Systems, VPN, Microsoft Exchange, SAN, Storage, Business Continuity, Microsoft SQL Server, High Availability, Information Technology, Computer Security, VMware ESX, Storage Area Networks, IT Management, IT Operations, Citrix, Software Development, ITIL, Wireless Networking, IIS, Microsoft Technologies, VMware Infrastructure, Server Architecture, LAN-WAN, Hydrostatic Torquelizer, Cisco Technologies, HP
Education
El Camino College 1979 — 1981
computer science
Mira Costa High School 1976 — 1979
High School Diploma, Electronics, Math, Science
Pacific Life August 2009 - Present
CappsNet Inc April 2002 - August 2009
Canyon Partners February 2004 - February 2009
Canyon Capital February 2004 - February 2009
Canyon Capital Advisors 2004 - February 2009
The Summit Real Estate Group January 2001 - March 2002
GoBizNow January 2000 - May 2001
Interactive Search, Incorporated January 1996 - February 2000
QuickNet ICG Incorporated January 1995 - February 1998
KCI Computing January 1991 - February 1996
Skills
Windows, Infrastructure, Servers, Network Design, Enterprise Architecture, Disaster Recovery, DNS, Firewalls, Solaris, ASP.NET, Information Security, Scripting, Active Directory, Windows Server, VMware, Networking, Security, Telecommunications, Enterprise Software, Virtualization, WAN, Cloud Computing, Data Center, Unix, Operating Systems, VPN, Microsoft Exchange, SAN, Storage, Business Continuity, Microsoft SQL Server, High Availability, Information Technology, Computer Security, VMware ESX, Storage Area Networks, IT Management, IT Operations, Citrix, Software Development, ITIL, Wireless Networking, IIS, Microsoft Technologies, VMware Infrastructure, Server Architecture, LAN-WAN, Hydrostatic Torquelizer, Cisco Technologies, HP
Education
El Camino College 1979 — 1981
computer science
Mira Costa High School 1976 — 1979
High School Diploma, Electronics, Math, Science
Jay Kalbach's Pacific Life Experience 1997 - 1998
Job Manager Clinical Workflows at Cerner Corporation
Industry Hospital & Health Care
Experience
Cerner Corporation February 2015 - Present
Siemens March 2007 - Present
Pacific Life 1997 - 1998
Skills
Agile Methodologies, Scrum, Software Development, Software Design, SDLC, JavaScript, ClearCase, Agile Project Management, Management, Software Project..., Enterprise Architecture, Object Oriented Design, Software Engineering, Test Driven Development, Java Enterprise Edition, Integration, SOA, Product Management, Architecture, Continuous Integration, UML, Requirements Analysis
Education
Hartwick College 1994 — 1997
Cerner Corporation February 2015 - Present
Siemens March 2007 - Present
Pacific Life 1997 - 1998
Skills
Agile Methodologies, Scrum, Software Development, Software Design, SDLC, JavaScript, ClearCase, Agile Project Management, Management, Software Project..., Enterprise Architecture, Object Oriented Design, Software Engineering, Test Driven Development, Java Enterprise Edition, Integration, SOA, Product Management, Architecture, Continuous Integration, UML, Requirements Analysis
Education
Hartwick College 1994 — 1997
Jacqueline Siangu's Pacific Life Experience January 2012 - March 2012
Job Sr. Business Systems Analyst at Portella
Industry Computer Software
Experience
Portella January 2013 - Present
Community Action Partnership of Orange County 2013 - Present
Pacific Life January 2012 - March 2012
Word & Brown Companies January 2008 - February 2011
Edison International June 2008 - December 2008
Ameriquest Mortgage Company December 2005 - December 2007
Option One Mortgage Company June 2004 - December 2005
Peachtree Software October 2002 - January 2004
Mci January 2001 - October 2002
Nissin Foods Inc April 1999 - December 1999
Skills
Vendor Management, Business Analysis, Team Leadership, CRM, Team Management, SDLC, Project Management, SaaS, Quality Assurance, Microsoft SQL Server, Software Development, SharePoint, Process Improvement
Education
Keller Graduate School 2000 — 2003
Masters Degree, Information Systems Management
DeVry Institute of Technology
Bachelor's degree, Management Information Systems, General
Consolidated School of Business
Associate of Science, Business Administration - Accounting
Portella January 2013 - Present
Community Action Partnership of Orange County 2013 - Present
Pacific Life January 2012 - March 2012
Word & Brown Companies January 2008 - February 2011
Edison International June 2008 - December 2008
Ameriquest Mortgage Company December 2005 - December 2007
Option One Mortgage Company June 2004 - December 2005
Peachtree Software October 2002 - January 2004
Mci January 2001 - October 2002
Nissin Foods Inc April 1999 - December 1999
Skills
Vendor Management, Business Analysis, Team Leadership, CRM, Team Management, SDLC, Project Management, SaaS, Quality Assurance, Microsoft SQL Server, Software Development, SharePoint, Process Improvement
Education
Keller Graduate School 2000 — 2003
Masters Degree, Information Systems Management
DeVry Institute of Technology
Bachelor's degree, Management Information Systems, General
Consolidated School of Business
Associate of Science, Business Administration - Accounting
Ryan Rekers, CFP®'s Pacific Life Experience April 2010 - Present
Job at Pacific Life
Industry Financial Services
Experience
Pacific Life April 2010 - Present
Pacific Life June 2006 - May 2010
Pacific Life 2004 - 2006
Pacific Life 2001 - 2004
Skills
Data Warehousing, Insurance, Mutual Funds, Business Analysis, Financial Analysis, Process Improvement, Analysis, Project Management
Education
Georgetown University 1996 — 2000
BS Foreign Service, Internal Economics
Pacific Life April 2010 - Present
Pacific Life June 2006 - May 2010
Pacific Life 2004 - 2006
Pacific Life 2001 - 2004
Skills
Data Warehousing, Insurance, Mutual Funds, Business Analysis, Financial Analysis, Process Improvement, Analysis, Project Management
Education
Georgetown University 1996 — 2000
BS Foreign Service, Internal Economics
Byron Fleming's Pacific Life Experience
Job sales at Pacific Life
Industry Insurance
Experience
Pacific Life
Skills
Sales, Customer Service, Training, Insurance, Leadership, Project Management, Relationship Management, Marketing, Microsoft Office
Education
Fort Valley State University 1993 — 1997
Pacific Life
Skills
Sales, Customer Service, Training, Insurance, Leadership, Project Management, Relationship Management, Marketing, Microsoft Office
Education
Fort Valley State University 1993 — 1997
Krissy Wollak's Pacific Life Experience January 2004 - September 2007
Job Marketing and Development at Special Olympics Illinois
Industry Nonprofit Organization Management
Experience
Special Olympics Illinois March 2009 - Present
Austin Vale September 2007 - December 2008
Pacific Life January 2004 - September 2007
Education
DePaul University 2005 — 2006
MA
University of Wisconsin-Madison 1999 — 2003
Special Olympics Illinois March 2009 - Present
Austin Vale September 2007 - December 2008
Pacific Life January 2004 - September 2007
Education
DePaul University 2005 — 2006
MA
University of Wisconsin-Madison 1999 — 2003
Matthew J. Wells CRC's Pacific Life Experience December 2006 - April 2013
Job Regional Vice President at Symetra Manhattan, Northern NJ, Staten Island, Westchester
Industry Financial Services
Experience
Symetra August 2013 - Present
Incapital May 2013 - August 2013
Pacific Life December 2006 - April 2013
Prudential Financial 2004 - 2006
AXA Equitable 2001 - 2004
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Insurance, Series 63, Life Insurance, Series 6, 401k, Wealth Management, Variable Annuities, Investments, Long-term Care, Strategic Financial..., Financial Services, Series 7
Education
Florida State University 1996 — 2000
Bachelor of Science (B.S.), Political Science
Florida State University 1996 — 2000
BS, Political Science
Symetra August 2013 - Present
Incapital May 2013 - August 2013
Pacific Life December 2006 - April 2013
Prudential Financial 2004 - 2006
AXA Equitable 2001 - 2004
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Insurance, Series 63, Life Insurance, Series 6, 401k, Wealth Management, Variable Annuities, Investments, Long-term Care, Strategic Financial..., Financial Services, Series 7
Education
Florida State University 1996 — 2000
Bachelor of Science (B.S.), Political Science
Florida State University 1996 — 2000
BS, Political Science
Courtney Aristondo's Pacific Life Experience December 1999 - August 2008
Job Channel Marketing Manager
Industry Financial Services
Experience
Pacific Life Insurance Company August 2008 - Present
Pacific Life December 1999 - August 2008
Pacific Life December 1997 - December 1999
Skills
Sales, Investments, Insurance, Marketing, Relationship Management, Direct Marketing
Education
Framingham State University 1991 — 1993
Bachelor of Science, Food Chemisty
Westfield State College 1988 — 1991
Pacific Life Insurance Company August 2008 - Present
Pacific Life December 1999 - August 2008
Pacific Life December 1997 - December 1999
Skills
Sales, Investments, Insurance, Marketing, Relationship Management, Direct Marketing
Education
Framingham State University 1991 — 1993
Bachelor of Science, Food Chemisty
Westfield State College 1988 — 1991
Ajay Berry, PMP's Pacific Life Experience July 2015 - Present
Job Business Intelligence Manager at Pacific Life
Industry Information Technology and Services
Experience
Pacific Life July 2015 - Present
Northwestern Mutual October 2005 - July 2015
Consulting December 1996 - September 2005
Siemens Telecom July 1995 - October 1996
Skills
SDLC, PMP, Enterprise Architecture, Resource Management, Program Management, Project Management, Agile Project Management, Vendor Management, Business Intelligence, Analytics, People Management, Budget Management, Solution Architecture, IT Strategy, Agile Methodologies, Requirements Gathering, Management, Software Project...
Education
Marquette University 2011 — 2014
Master of Science (MS), Computing
Mangalore University 1991 — 1995
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Delhi University 1986 — 1989
Bachelor of Science (B.Sc.), Mathematics
Pacific Life July 2015 - Present
Northwestern Mutual October 2005 - July 2015
Consulting December 1996 - September 2005
Siemens Telecom July 1995 - October 1996
Skills
SDLC, PMP, Enterprise Architecture, Resource Management, Program Management, Project Management, Agile Project Management, Vendor Management, Business Intelligence, Analytics, People Management, Budget Management, Solution Architecture, IT Strategy, Agile Methodologies, Requirements Gathering, Management, Software Project...
Education
Marquette University 2011 — 2014
Master of Science (MS), Computing
Mangalore University 1991 — 1995
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Delhi University 1986 — 1989
Bachelor of Science (B.Sc.), Mathematics
Brad Barker's Pacific Life Experience 1993 - 1995
Job Specialty Sales Executive, Anthem, Inc.
Industry Financial Services
Experience
Anthem, Inc. July 2015 - Present
TASC (Total Administrative Services Corporation) January 2013 - July 2015
Humana January 2011 - January 2013
Trapani Dickins & Associates, Employee Benefits & Insurance Services 2007 - October 2010
Mutual of Omaha 2005 - 2007
Fort Dearborn Life 2003 - 2004
Standard Insurance Company 1999 - 2004
Prudential Financial 1997 - 1999
CNA Insurance 1994 - 1995
Pacific Life 1993 - 1995
Skills
Employee Benefits, Risk Management, Disabilities, Insurance, Health Insurance, LTD, Claim, Underwriting, Health Savings Accounts, Disability Insurance, Benefits Administration, Sales, Brokers, Business Planning, New Business Development, ERISA, Flexible Spending..., FMLA, Group Insurance, Accident, Term Life Insurance, COBRA, Life Insurance, Long-term Care, FSA, Cafeteria Plans, Critical Illness, Health Care Reform, Long Term Care Insurance, HMO, General Insurance, Employee Wellness..., 401k, Open Enrollment, PPO, Employee Wellness, Voluntary Employee..., Health Policy
Education
University of Southern California - Marshall School of Business 1983 — 1985
Bachelor of Science, Business Administration
Diablo Valley College 1981 — 1983
Anthem, Inc. July 2015 - Present
TASC (Total Administrative Services Corporation) January 2013 - July 2015
Humana January 2011 - January 2013
Trapani Dickins & Associates, Employee Benefits & Insurance Services 2007 - October 2010
Mutual of Omaha 2005 - 2007
Fort Dearborn Life 2003 - 2004
Standard Insurance Company 1999 - 2004
Prudential Financial 1997 - 1999
CNA Insurance 1994 - 1995
Pacific Life 1993 - 1995
Skills
Employee Benefits, Risk Management, Disabilities, Insurance, Health Insurance, LTD, Claim, Underwriting, Health Savings Accounts, Disability Insurance, Benefits Administration, Sales, Brokers, Business Planning, New Business Development, ERISA, Flexible Spending..., FMLA, Group Insurance, Accident, Term Life Insurance, COBRA, Life Insurance, Long-term Care, FSA, Cafeteria Plans, Critical Illness, Health Care Reform, Long Term Care Insurance, HMO, General Insurance, Employee Wellness..., 401k, Open Enrollment, PPO, Employee Wellness, Voluntary Employee..., Health Policy
Education
University of Southern California - Marshall School of Business 1983 — 1985
Bachelor of Science, Business Administration
Diablo Valley College 1981 — 1983
Mark Campisano's Pacific Life Experience July 2013 - Present
Job Vice President, Tax at Pacific Life
Industry Law Practice
Experience
Pacific Life July 2013 - Present
TIAA-CREF November 2007 - March 2013
McKinsey & Company September 1984 - November 2007
Supreme Court of the United States July 1981 - July 1982
United States Court of Appeals for the Second Circuit June 1980 - June 1981
Skills
Mergers, Due Diligence, Private Equity, Corporate Finance, Venture Capital, Financial Modeling, Hedge Funds, Alternative Investments, Mergers & Acquisitions, Restructuring, Start-ups, Securities, Real Estate, Investments, Tax, Corporate Governance, Strategic Financial..., Securities Regulation, Business Strategy, Asset Management, Strategic Planning, Strategy
Education
Yale Law School 1977 — 1980
JD
University of Oxford 1975 — 1977
MLitt, British History
Harvard University 1971 — 1975
AB, Social Studies
Pacific Life July 2013 - Present
TIAA-CREF November 2007 - March 2013
McKinsey & Company September 1984 - November 2007
Supreme Court of the United States July 1981 - July 1982
United States Court of Appeals for the Second Circuit June 1980 - June 1981
Skills
Mergers, Due Diligence, Private Equity, Corporate Finance, Venture Capital, Financial Modeling, Hedge Funds, Alternative Investments, Mergers & Acquisitions, Restructuring, Start-ups, Securities, Real Estate, Investments, Tax, Corporate Governance, Strategic Financial..., Securities Regulation, Business Strategy, Asset Management, Strategic Planning, Strategy
Education
Yale Law School 1977 — 1980
JD
University of Oxford 1975 — 1977
MLitt, British History
Harvard University 1971 — 1975
AB, Social Studies
Mike Sherbert's Pacific Life Experience June 2000 - June 2001
Job Managing Director at Millburn Ridgefield Corporation
Industry Financial Services
Experience
Millburn Ridgefield Corporation July 2014 - Present
The Millburn Corporation August 2003 - July 2014
AIG SunAmerica June 2001 - July 2003
Pacific Life June 2000 - June 2001
Education
Emory University - Goizueta Business School 2014 — 2016
Palomar College 1992 — 1993
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Millburn Ridgefield Corporation July 2014 - Present
The Millburn Corporation August 2003 - July 2014
AIG SunAmerica June 2001 - July 2003
Pacific Life June 2000 - June 2001
Education
Emory University - Goizueta Business School 2014 — 2016
Palomar College 1992 — 1993
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Timothy Myers's Pacific Life Experience February 2008 - Present
Job Tax Director at Pacific Life
Industry Insurance
Experience
Pacific Life February 2008 - Present
Landscape Development, Inc. October 2003 - February 2008
Ernst & Young June 1997 - September 2003
PricewaterhouseCoopers June 1996 - May 1997
Deloitte September 1985 - June 1996
Doran, Courter, Quinn & Doran July 1984 - August 1985
Education
Drake University 1981 — 1984
MBA
Drake University Law School 1981 — 1984
JD
Drake University 1978 — 1981
Pacific Life February 2008 - Present
Landscape Development, Inc. October 2003 - February 2008
Ernst & Young June 1997 - September 2003
PricewaterhouseCoopers June 1996 - May 1997
Deloitte September 1985 - June 1996
Doran, Courter, Quinn & Doran July 1984 - August 1985
Education
Drake University 1981 — 1984
MBA
Drake University Law School 1981 — 1984
JD
Drake University 1978 — 1981
Pradnya Ranade, PMP's Pacific Life Experience May 2013 - Present
Job Senior Business Analyst at Pacific Life
Industry Information Technology and Services
Experience
Pacific Life May 2013 - Present
Pacific Life August 2011 - April 2013
Pacific Life Insurance May 2010 - July 2011
Pratt & Whitney Rocketdyne (Consulting Company : Computer Sciences Corporation) June 2009 - April 2010
General Motors - OnStar May 2007 - June 2008
Trelleborg Automotive 2005 - 2007
EMU Foundation January 2005 - August 2005
Datamatics April 2000 - November 2000
Financial Engineering Solutions December 1997 - April 2000
Skills
Testing, Business Analysis, Information Technology, SDLC, PMP, Requirements Gathering, Enterprise Architecture, Visio, Project Management, Requirements Analysis, Oracle, Systems Analysis, User Acceptance Testing, Integration
Education
Eastern Michigan University 2003 — 2005
MS, Computer Science
University of Pune 1995 — 1997
MCM, Computer Management
Pacific Life May 2013 - Present
Pacific Life August 2011 - April 2013
Pacific Life Insurance May 2010 - July 2011
Pratt & Whitney Rocketdyne (Consulting Company : Computer Sciences Corporation) June 2009 - April 2010
General Motors - OnStar May 2007 - June 2008
Trelleborg Automotive 2005 - 2007
EMU Foundation January 2005 - August 2005
Datamatics April 2000 - November 2000
Financial Engineering Solutions December 1997 - April 2000
Skills
Testing, Business Analysis, Information Technology, SDLC, PMP, Requirements Gathering, Enterprise Architecture, Visio, Project Management, Requirements Analysis, Oracle, Systems Analysis, User Acceptance Testing, Integration
Education
Eastern Michigan University 2003 — 2005
MS, Computer Science
University of Pune 1995 — 1997
MCM, Computer Management
Parker Lyons's Pacific Life Experience 1992 - 1994
Job Consultant / Advisor / Employee Benefits / Group Health Insurance The Centennial Group
Industry Insurance
Experience
The Centennial Group September 2013 - Present
Benefit Solutions Company January 1998 - October 2013
The Lyons Company 1994 - 1998
Pacific Life 1992 - 1994
Pacific Life 1990 - 1992
Pacific Life November 1987 - August 1990
Skills
Business Analysis, Risk Management, Change Management, SDLC, Insurance, Self-funded, HRA, Employee Benefits, d, HRIS, HIPAA, Nonprofits, Strategy, Strategic Planning, Leadership, Process Improvement, Management, Health Insurance, Marketing, Account Management, Sales, Team Building, New Business Development
Education
Gonzaga University 1984 — 1987
Bachelor of Arts (B.A.), Finance
The Centennial Group September 2013 - Present
Benefit Solutions Company January 1998 - October 2013
The Lyons Company 1994 - 1998
Pacific Life 1992 - 1994
Pacific Life 1990 - 1992
Pacific Life November 1987 - August 1990
Skills
Business Analysis, Risk Management, Change Management, SDLC, Insurance, Self-funded, HRA, Employee Benefits, d, HRIS, HIPAA, Nonprofits, Strategy, Strategic Planning, Leadership, Process Improvement, Management, Health Insurance, Marketing, Account Management, Sales, Team Building, New Business Development
Education
Gonzaga University 1984 — 1987
Bachelor of Arts (B.A.), Finance
Lisa Heacox's Pacific Life Experience November 2003 - December 2005
Job Senior Funding Analyst at MullinTBG
Industry Financial Services
Experience
MullinTBG January 2006 - Present
Pacific Life November 2003 - December 2005
Pacific Life November 2003 - December 2005
Skills
Financial Services, 401k, Insurance, Retirement, Employee Benefits, Financial Analysis, Investments, Executive Pay, Microsoft Excel, Life Insurance, Non-Qualified Deferred..., Variable Annuities, Funding, Finance, Outlook, Training, Procedure Development, Documentation
Education
Eastern Connecticut State University 1998 — 2002
Eastern Connecticut State University 1997 — 2002
Psychology and Fine Arts
MullinTBG January 2006 - Present
Pacific Life November 2003 - December 2005
Pacific Life November 2003 - December 2005
Skills
Financial Services, 401k, Insurance, Retirement, Employee Benefits, Financial Analysis, Investments, Executive Pay, Microsoft Excel, Life Insurance, Non-Qualified Deferred..., Variable Annuities, Funding, Finance, Outlook, Training, Procedure Development, Documentation
Education
Eastern Connecticut State University 1998 — 2002
Eastern Connecticut State University 1997 — 2002
Psychology and Fine Arts
Cheryl Marsh's Pacific Life Experience April 2010 - Present
Job Sr. QA Analyst at Pacific Life
Industry Financial Services
Experience
Pacific Life April 2010 - Present
Pacific Life April 2008 - April 2010
Pacific Life September 2001 - April 2008
MetLife Investors June 2001 - September 2001
MetLife Investors June 2000 - June 2001
Security First Group - Purchased by MetLife Investors 2000 July 1995 - June 2000
Skills
Insurance, SDLC, User Acceptance Testing, Process Improvement, Requirements Analysis, Vendor Management, Business Analysis, Software Documentation, Visio, Software Project..., Business Process..., PMO, Test Planning, Quality Assurance, Testing, Test Management, Analysis, Requirements Gathering, Project Management
Education
Glendale High School 1964 — 1968
Glendale Community College
Pacific Life April 2010 - Present
Pacific Life April 2008 - April 2010
Pacific Life September 2001 - April 2008
MetLife Investors June 2001 - September 2001
MetLife Investors June 2000 - June 2001
Security First Group - Purchased by MetLife Investors 2000 July 1995 - June 2000
Skills
Insurance, SDLC, User Acceptance Testing, Process Improvement, Requirements Analysis, Vendor Management, Business Analysis, Software Documentation, Visio, Software Project..., Business Process..., PMO, Test Planning, Quality Assurance, Testing, Test Management, Analysis, Requirements Gathering, Project Management
Education
Glendale High School 1964 — 1968
Glendale Community College
Carleton Muench, CFA's Pacific Life Experience March 2014 - Present
Job Vice President at Pacific Life
Industry Investment Management
Experience
Pacific Life March 2014 - Present
Pacific Life Insurance Company October 2006 - Present
The Mason Companies October 2003 - September 2006
Manulife Financial (John Hancock) October 1998 - August 2002
Education
Northeastern University - Graduate School of Business Administration 1998 — 2000
Masters of Science, Finance
Northeastern University 1993 — 1998
Bachelors of Science in Business Administration, Finance & Investments
Pacific Life March 2014 - Present
Pacific Life Insurance Company October 2006 - Present
The Mason Companies October 2003 - September 2006
Manulife Financial (John Hancock) October 1998 - August 2002
Education
Northeastern University - Graduate School of Business Administration 1998 — 2000
Masters of Science, Finance
Northeastern University 1993 — 1998
Bachelors of Science in Business Administration, Finance & Investments
Bob Koth's Pacific Life Experience August 2013 - Present
Job AVP Profitability Management at Pacific Life
Industry Insurance
Experience
Pacific Life August 2013 - Present
Allstate Financial May 2012 - August 2013
Allstate Financial June 2006 - May 2012
JPMorgan Chase April 2002 - May 2006
Allstate Financial June 1996 - April 2002
Skills
Product Development, Retirement Income..., Annuities, Product Management, Insurance, Financial Regulation, Product Innovation, Pricing, Product Delivery, Team Leadership, Strategy Development, Financial Modeling, Financial Analysis, Contract Development, Risk Management, Risk Analysis, Product Marketing, Strategic Communications, Portfolio Management, Fixed Annuities, Actuarial Science, Universal Life, Series 6, Indexed Annuities, Product Strategies, Guaranteed Lifetime..., Patents, Innovation, Retirement, Strategy, Life Insurance, Retirement Planning, Variable Annuities, Mutual Funds, Creative Problem Solving, Reinsurance, Financial Risk, Term Life Insurance, Defined Benefit
Education
Drake University 1992 — 1996
Actuarial Science
Pacific Life August 2013 - Present
Allstate Financial May 2012 - August 2013
Allstate Financial June 2006 - May 2012
JPMorgan Chase April 2002 - May 2006
Allstate Financial June 1996 - April 2002
Skills
Product Development, Retirement Income..., Annuities, Product Management, Insurance, Financial Regulation, Product Innovation, Pricing, Product Delivery, Team Leadership, Strategy Development, Financial Modeling, Financial Analysis, Contract Development, Risk Management, Risk Analysis, Product Marketing, Strategic Communications, Portfolio Management, Fixed Annuities, Actuarial Science, Universal Life, Series 6, Indexed Annuities, Product Strategies, Guaranteed Lifetime..., Patents, Innovation, Retirement, Strategy, Life Insurance, Retirement Planning, Variable Annuities, Mutual Funds, Creative Problem Solving, Reinsurance, Financial Risk, Term Life Insurance, Defined Benefit
Education
Drake University 1992 — 1996
Actuarial Science
Don Payne's Pacific Life Experience December 1994 - September 1997
Job Principal at Legacy Capital Group
Industry Insurance
Experience
Legacy Capital Group September 2014 - Present
Wealth Preservation Services May 2014 - September 2014
Harris, Crouch, Long, Scott & Miller October 2004 - April 2014
The Todd Organization August 1997 - August 2004
Pacific Life December 1994 - September 1997
Skills
Life Insurance, Estate Planning, Securities, Risk Management, Finance, Insurance, Strategic Financial..., Customer Service, Financial Advisory, Business Planning, Financial Services, Retirement Planning, Leadership, Fixed Annuities, Investments, Financial Planning, Retirement
Education
East Carolina University 1985 — 1987
MBA
East Carolina University 1980 — 1985
BA, Computer Science
The American College 1994 — 1995
CLU, Chartered Life Underwriter
Hickory High 1977 — 1980
Legacy Capital Group September 2014 - Present
Wealth Preservation Services May 2014 - September 2014
Harris, Crouch, Long, Scott & Miller October 2004 - April 2014
The Todd Organization August 1997 - August 2004
Pacific Life December 1994 - September 1997
Skills
Life Insurance, Estate Planning, Securities, Risk Management, Finance, Insurance, Strategic Financial..., Customer Service, Financial Advisory, Business Planning, Financial Services, Retirement Planning, Leadership, Fixed Annuities, Investments, Financial Planning, Retirement
Education
East Carolina University 1985 — 1987
MBA
East Carolina University 1980 — 1985
BA, Computer Science
The American College 1994 — 1995
CLU, Chartered Life Underwriter
Hickory High 1977 — 1980
Shardul Shah (MCP)'s Pacific Life Experience April 2010 - Present
Job Sr. Database Administrator at Pacific Life
Industry Insurance
Experience
Pacific Life April 2010 - Present
CB Richard Ellis July 2008 - April 2010
Hot Topic 2005 - 2008
Skills
Microsoft SQL Server, SDLC, SSRS, T-SQL, SQL, Disaster Recovery, SharePoint, Data Warehousing, Databases, Database Administration, SSIS, Business Analysis, Windows Server, ETL, IIS, Integration, Servers, Windows, Citrix
Education
Dharmsinh Desai Institute of Technology 1995 — 2000
Engineering, Computer
Pacific Life April 2010 - Present
CB Richard Ellis July 2008 - April 2010
Hot Topic 2005 - 2008
Skills
Microsoft SQL Server, SDLC, SSRS, T-SQL, SQL, Disaster Recovery, SharePoint, Data Warehousing, Databases, Database Administration, SSIS, Business Analysis, Windows Server, ETL, IIS, Integration, Servers, Windows, Citrix
Education
Dharmsinh Desai Institute of Technology 1995 — 2000
Engineering, Computer
Kevin Hendra, CPA's Pacific Life Experience 1992 - Present
Job AVP, Tax at Pacific Life Insurance
Industry Insurance
Experience
Pacific Life 1992 - Present
Skills
Tax, Sarbanes-Oxley Act, Accounting, Corporate Tax, CPA, Income Tax
Education
Golden Gate University
MS, Taxation
CSULB
BS, Accounting
Pacific Life 1992 - Present
Skills
Tax, Sarbanes-Oxley Act, Accounting, Corporate Tax, CPA, Income Tax
Education
Golden Gate University
MS, Taxation
CSULB
BS, Accounting
Donna Bushong's Pacific Life Experience October 1983 - August 2000
Job Project Manager II at IHC Health Solutions
Industry Insurance
Experience
IHC Health Solutions August 2000 - Present
Pacific Life October 1983 - August 2000
Skills
Insurance, Health Insurance, Analysis
Education
DePauw University 1970 — 1974
B.A.
IHC Health Solutions August 2000 - Present
Pacific Life October 1983 - August 2000
Skills
Insurance, Health Insurance, Analysis
Education
DePauw University 1970 — 1974
B.A.
Jan Hanken's Pacific Life Experience 2002 - 2005
Job Executive Assistant at TABC, Inc. Toyota
Industry Automotive
Experience
TABC, Inc. Toyota June 2012 - Present
Unleash Solar April 2012 - June 2012
Reliance Steel & Aluminum April 2009 - April 2012
Northwestern Mutual October 2006 - January 2009
AMC Mortgage Services January 2005 - September 2006
Pacific Life 2002 - 2005
Skills
Administrative..., Time Management, Human Resources, Team Building, Budgets, Microsoft Word, Management, Sales, Microsoft Office, Confidentiality, Travel Arrangements, Invoicing, Visio, Process Improvement, Outlook, Lotus Notes, Accounts Payable, SharePoint, Marketing, Access, SDLC, Public Speaking, Windows, Calendars, Administration, Customer Service, Microsoft Excel, System Administration, Training, Administrative...
Education
Fullerton College 1977 — 1978
Secretarial Studies
TABC, Inc. Toyota June 2012 - Present
Unleash Solar April 2012 - June 2012
Reliance Steel & Aluminum April 2009 - April 2012
Northwestern Mutual October 2006 - January 2009
AMC Mortgage Services January 2005 - September 2006
Pacific Life 2002 - 2005
Skills
Administrative..., Time Management, Human Resources, Team Building, Budgets, Microsoft Word, Management, Sales, Microsoft Office, Confidentiality, Travel Arrangements, Invoicing, Visio, Process Improvement, Outlook, Lotus Notes, Accounts Payable, SharePoint, Marketing, Access, SDLC, Public Speaking, Windows, Calendars, Administration, Customer Service, Microsoft Excel, System Administration, Training, Administrative...
Education
Fullerton College 1977 — 1978
Secretarial Studies
Lina Maria Cano-Guzman's Pacific Life Experience February 2014 - Present
Job Sr. Advertising Compliance Analyst
Industry Insurance
Experience
Pacific Life February 2014 - Present
Pacific Life March 2012 - January 2014
Pacific Life February 2009 - March 2012
Pacific Life May 2006 - February 2009
Pacific Life May 2005 - May 2006
Bank of America August 1998 - May 2005
Skills
Interpersonal Skill, Bilingual-English/Spanis..., Communication Skills, Multi Tasking, Technical Writing, Creativity, Microsoft Word, Visio, Research, Outlook, PowerPoint, SharePoint, Training, Team-oriented, Microsoft Office, Customer Service
Education
University of La Verne 2000 — 2004
M.B.A., Marketing
University of La Verne 2000 — 2004
B.S., Organizational Management
FIDM/Fashion Institute of Design & Merchandising-Orange County 1998 — 2000
Associate of Arts (AA), Fashion/Apparel Design
Pacific Life February 2014 - Present
Pacific Life March 2012 - January 2014
Pacific Life February 2009 - March 2012
Pacific Life May 2006 - February 2009
Pacific Life May 2005 - May 2006
Bank of America August 1998 - May 2005
Skills
Interpersonal Skill, Bilingual-English/Spanis..., Communication Skills, Multi Tasking, Technical Writing, Creativity, Microsoft Word, Visio, Research, Outlook, PowerPoint, SharePoint, Training, Team-oriented, Microsoft Office, Customer Service
Education
University of La Verne 2000 — 2004
M.B.A., Marketing
University of La Verne 2000 — 2004
B.S., Organizational Management
FIDM/Fashion Institute of Design & Merchandising-Orange County 1998 — 2000
Associate of Arts (AA), Fashion/Apparel Design
Roderick Hansen, CFP, CLU, ChFC, AEP's Pacific Life Experience September 1998 - July 2011
Job Consultant
Industry Insurance
Experience
Currently "retired" - more details of future plans to follow January 2012 - Present
Pacific Life September 1998 - July 2011
MetLife Brokerage 1994 - 1998
Metropolitan Life Insurance Company 1994 - 1996
Prudential Insurance Company 1989 - 1994
Prudential Insurance Company 1983 - 1989
Prudential Insurance Co-Group Dept 1976 - 1983
ITT Financial Services 1974 - 1975
Barnett Banks of FL 1973 - 1974
Walt Disney World 1971 - 1972
Education
Florida State University - College of Business 1975 — 1976
MBA, Finance-Insurance
Stetson University 1968 — 1972
BBA, Finance
Currently "retired" - more details of future plans to follow January 2012 - Present
Pacific Life September 1998 - July 2011
MetLife Brokerage 1994 - 1998
Metropolitan Life Insurance Company 1994 - 1996
Prudential Insurance Company 1989 - 1994
Prudential Insurance Company 1983 - 1989
Prudential Insurance Co-Group Dept 1976 - 1983
ITT Financial Services 1974 - 1975
Barnett Banks of FL 1973 - 1974
Walt Disney World 1971 - 1972
Education
Florida State University - College of Business 1975 — 1976
MBA, Finance-Insurance
Stetson University 1968 — 1972
BBA, Finance
Jason Todd's Pacific Life Experience August 2006 - Present
Job Managing Director at Pacific Life
Industry Investment Management
Experience
Pacific Life August 2006 - Present
Fitch Ratings 1997 - 2006
Bank of Tokyo-Mitsubishi UFJ 1995 - 1997
American National Bank & Trust Company of Chicago 1993 - 1995
Skills
Project Finance, Structured Finance, Capital Markets, Financial Modeling, Corporate Finance, Credit Analysis, Fixed Income, Financial Structuring, Due Diligence, Debt Restructuring
Education
University of Illinois at Urbana-Champaign 1989 — 1993
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance, General
Pacific Life August 2006 - Present
Fitch Ratings 1997 - 2006
Bank of Tokyo-Mitsubishi UFJ 1995 - 1997
American National Bank & Trust Company of Chicago 1993 - 1995
Skills
Project Finance, Structured Finance, Capital Markets, Financial Modeling, Corporate Finance, Credit Analysis, Fixed Income, Financial Structuring, Due Diligence, Debt Restructuring
Education
University of Illinois at Urbana-Champaign 1989 — 1993
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance, General
Anne Marie (Faricy) Flores's Pacific Life Experience August 1998 - March 2006
Job IT Project Manager at BlackDog IT Solutions
Industry Information Technology and Services
Experience
BlackDog IT Solutions October 2013 - Present
The Hartford May 2006 - September 2013
Pacific Life August 1998 - March 2006
Skills
Process Improvement, Project Management, Change Management, Business Requirements, Cross-functional Team..., Business Analysis, Leadership, Visio, Team Building, Strategic Planning, Microsoft Office, Software Documentation, Program Management, Quality Assurance, Systems Migration, Systems Analysis, IT Strategy, IT Management, IT Operations, IT Solutions, TRUSTe, SafeHarbor, Cyberlife, Standard Operating..., SOP Development, WordPress, Client Expectations..., HR Management, RFP, Marketing, Customer Satisfaction, Customer Service, Customer Relations, Customer Retention, Long-term Customer..., Insurance, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Organizational..., automated work..., AWD, Procurement, Employee Relations, Employee Training, Regulatory Guidelines, Salesforce.com, SDLC, Legal Compliance
Education
St. Catherine University 2007 — 2013
Master of Arts (M.A.), Organizational Leadership, Concentration: Strategic Management
EBS - European Business School Paris 1987 — 1991
Bachelor's degree, Finance, General
BlackDog IT Solutions October 2013 - Present
The Hartford May 2006 - September 2013
Pacific Life August 1998 - March 2006
Skills
Process Improvement, Project Management, Change Management, Business Requirements, Cross-functional Team..., Business Analysis, Leadership, Visio, Team Building, Strategic Planning, Microsoft Office, Software Documentation, Program Management, Quality Assurance, Systems Migration, Systems Analysis, IT Strategy, IT Management, IT Operations, IT Solutions, TRUSTe, SafeHarbor, Cyberlife, Standard Operating..., SOP Development, WordPress, Client Expectations..., HR Management, RFP, Marketing, Customer Satisfaction, Customer Service, Customer Relations, Customer Retention, Long-term Customer..., Insurance, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Organizational..., automated work..., AWD, Procurement, Employee Relations, Employee Training, Regulatory Guidelines, Salesforce.com, SDLC, Legal Compliance
Education
St. Catherine University 2007 — 2013
Master of Arts (M.A.), Organizational Leadership, Concentration: Strategic Management
EBS - European Business School Paris 1987 — 1991
Bachelor's degree, Finance, General
Kris Cummings's Pacific Life Experience January 2009 - Present
Job Consultant at Pacific Life
Industry Insurance
Experience
Pacific Life January 2009 - Present
Phoenix Life Insurance Company September 2008 - January 2009
Ameriprise Financial 2006 - 2008
Jackson National Life 1996 - 2005
Skills
Vantage-One, wmA, DSS, Business Analysis, Business Intelligence, Business Requirements, CICS, COBOL, DB2, Decision Support, Enterprise Architecture, Fileaid, Fixed Annuities, IT Strategy, Insurance, JCL, College Recruiting, Life Insurance, Mainframe, Process Improvement, PMO, Requirements Analysis, Requirements Gathering, Software Documentation, Software Project..., Systems Analysis, TSO, User Acceptance Testing, VSAM, Variable Annuities, Variable Life, Vendor Management, Visio, WMA
Education
Eastern Washington University
Pacific Life January 2009 - Present
Phoenix Life Insurance Company September 2008 - January 2009
Ameriprise Financial 2006 - 2008
Jackson National Life 1996 - 2005
Skills
Vantage-One, wmA, DSS, Business Analysis, Business Intelligence, Business Requirements, CICS, COBOL, DB2, Decision Support, Enterprise Architecture, Fileaid, Fixed Annuities, IT Strategy, Insurance, JCL, College Recruiting, Life Insurance, Mainframe, Process Improvement, PMO, Requirements Analysis, Requirements Gathering, Software Documentation, Software Project..., Systems Analysis, TSO, User Acceptance Testing, VSAM, Variable Annuities, Variable Life, Vendor Management, Visio, WMA
Education
Eastern Washington University
Paul Samuels's Pacific Life Experience August 2003 - April 2009
Job Director Advanced Strategies at RiverSource Life Insurance
Industry Financial Services
Experience
RiverSource Life Insurance 2009 - Present
Pacific Life August 2003 - April 2009
Western Reserve Life January 1991 - July 2003
Prudential Insurance Company July 1998 - August 2000
The Garlikov Companies July 1988 - June 1991
CCI Financial Group June 1983 - May 1988
Independent August 1980 - June 1983
National Bank of Maryland September 1977 - July 1980
Skills
Estate Planning, Fixed Annuities, Investments, Insurance, Securities, Employee Benefits, Financial Planners, Life Insurance, Financial Advisory, Disability Insurance, IRAs, Succession Planning, 401k, Asset Allocation, Series 63, Series 7, Retirement, Strategic Financial..., Financial Services, Retirement Planning, Wealth Management, Mutual Funds
Education
Georgetown University Law Center 1977 — 1980
LLM, Law
University of Maryland School of Law 1973 — 1976
JD, Law
RiverSource Life Insurance 2009 - Present
Pacific Life August 2003 - April 2009
Western Reserve Life January 1991 - July 2003
Prudential Insurance Company July 1998 - August 2000
The Garlikov Companies July 1988 - June 1991
CCI Financial Group June 1983 - May 1988
Independent August 1980 - June 1983
National Bank of Maryland September 1977 - July 1980
Skills
Estate Planning, Fixed Annuities, Investments, Insurance, Securities, Employee Benefits, Financial Planners, Life Insurance, Financial Advisory, Disability Insurance, IRAs, Succession Planning, 401k, Asset Allocation, Series 63, Series 7, Retirement, Strategic Financial..., Financial Services, Retirement Planning, Wealth Management, Mutual Funds
Education
Georgetown University Law Center 1977 — 1980
LLM, Law
University of Maryland School of Law 1973 — 1976
JD, Law
Cheryl DeFrenza's Pacific Life Experience November 2003 - January 2005
Job Accounting Coordinator at Aviation Capital Group (ACG)
Industry Airlines/Aviation
Experience
Aviation Capital Group (ACG) September 2014 - Present
Aviation Capital Group (ACG) January 2012 - August 2014
Aviation Capital Group February 2011 - January 2012
Pacific Life November 2003 - January 2005
Pacific Life January 1999 - November 2003
Pacific Life November 1994 - January 1999
Pacific Life September 1992 - November 1994
Pacific Life March 1991 - September 1992
Pacific Life September 1990 - March 1991
Skills
Software Documentation, Mortgage Lending, Outlook, Loans, Administrative...
Education
Fashion Institute of Design & Merchandising 1980 — 1981
Interior Design
Aviation Capital Group (ACG) September 2014 - Present
Aviation Capital Group (ACG) January 2012 - August 2014
Aviation Capital Group February 2011 - January 2012
Pacific Life November 2003 - January 2005
Pacific Life January 1999 - November 2003
Pacific Life November 1994 - January 1999
Pacific Life September 1992 - November 1994
Pacific Life March 1991 - September 1992
Pacific Life September 1990 - March 1991
Skills
Software Documentation, Mortgage Lending, Outlook, Loans, Administrative...
Education
Fashion Institute of Design & Merchandising 1980 — 1981
Interior Design
Paul Valdes's Pacific Life Experience November 2006 - January 2009
Job V.P. Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2014 - Present
Principal Funds Distributors, LLC August 2011 - May 2014
Transamerica Investments July 2009 - November 2010
Pacific Life November 2006 - January 2009
Evergreen Investments September 1996 - October 2006
ICON Capital Corp 1989 - 1996
Education
Fordham University
B.S., Business Administration
Nuveen Investments June 2014 - Present
Principal Funds Distributors, LLC August 2011 - May 2014
Transamerica Investments July 2009 - November 2010
Pacific Life November 2006 - January 2009
Evergreen Investments September 1996 - October 2006
ICON Capital Corp 1989 - 1996
Education
Fordham University
B.S., Business Administration
Raluca Waters's Pacific Life Experience April 2000 - January 2002
Job Case Design Specialist at TIME Financial
Industry Insurance
Experience
TIME Financial August 2014 - Present
Capstone Partners Financial and Insurance Services January 2013 - December 2013
Marsh Private Client Life Insurance Services September 2008 - November 2012
Flynn Associates January 2002 - September 2008
Pacific Life April 2000 - January 2002
Ian H. Graham Insurance July 1997 - April 2000
Skills
Life Insurance, Marketing, ExactTarget, Subscriber Mail, Adobe InDesign, Microsoft Office, Lotus Notes, Organizational..., Business Analysis, Interpersonal Skill, Flexibility, Customer Service, Microsoft Word, InDesign, Brokers, Disability Insurance, Underwriting, Fixed Annuities, Retirement, Long-term Care
Education
Glendale Community College
TIME Financial August 2014 - Present
Capstone Partners Financial and Insurance Services January 2013 - December 2013
Marsh Private Client Life Insurance Services September 2008 - November 2012
Flynn Associates January 2002 - September 2008
Pacific Life April 2000 - January 2002
Ian H. Graham Insurance July 1997 - April 2000
Skills
Life Insurance, Marketing, ExactTarget, Subscriber Mail, Adobe InDesign, Microsoft Office, Lotus Notes, Organizational..., Business Analysis, Interpersonal Skill, Flexibility, Customer Service, Microsoft Word, InDesign, Brokers, Disability Insurance, Underwriting, Fixed Annuities, Retirement, Long-term Care
Education
Glendale Community College
Nancy Courtney's Pacific Life Experience December 1992 - Present
Job Lead Case Coordinator at Pacific Life
Industry Insurance
Experience
Pacific Life December 1992 - Present
Highlands Insurance July 1987 - December 1992
Skills
Customer Service, Time Management, Auditing, Insurance, Health Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Underwriting, Workers Compensation
Education
Golden West College 1988 — 1994
AA, business
Pacific Life December 1992 - Present
Highlands Insurance July 1987 - December 1992
Skills
Customer Service, Time Management, Auditing, Insurance, Health Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Underwriting, Workers Compensation
Education
Golden West College 1988 — 1994
AA, business
Shannon Rasch's Pacific Life Experience December 2004 - May 2007
Job Experienced Insurance Support Professional
Industry Insurance
Experience
RSUI Group, Inc. February 2014 - Present
ACE Group May 2007 - February 2014
Pacific Life December 2004 - May 2007
MetLife December 2003 - October 2004
Skills
Underwriting, Insurance, Reinsurance, General Insurance, Property & Casualty..., Commercial Insurance, Legal Liability, Brokers, Claim, Liability Analysis, Health Insurance, Workers Compensation, Casualty, Commercial Lines, Actuarial Science, Employment Practices..., Liability, D&O, Casualty Insurance
Education
Georgia Perimeter College 2012 — 2013
Associate of Arts (A.A.), Communications
Elkhart Central High School 1993 — 1996
Diploma, College Preparatory
RSUI Group, Inc. February 2014 - Present
ACE Group May 2007 - February 2014
Pacific Life December 2004 - May 2007
MetLife December 2003 - October 2004
Skills
Underwriting, Insurance, Reinsurance, General Insurance, Property & Casualty..., Commercial Insurance, Legal Liability, Brokers, Claim, Liability Analysis, Health Insurance, Workers Compensation, Casualty, Commercial Lines, Actuarial Science, Employment Practices..., Liability, D&O, Casualty Insurance
Education
Georgia Perimeter College 2012 — 2013
Associate of Arts (A.A.), Communications
Elkhart Central High School 1993 — 1996
Diploma, College Preparatory
Sarah Reddington's Pacific Life Experience February 1994 - May 2005
Job Sr. Administrative Assistant at Midwestern University
Industry Higher Education
Experience
Midwestern University July 2014 - Present
Arbonne International June 2008 - June 2014
Deer Valley Unified School District May 2013 - May 2014
Deer Valley Unified School District October 2012 - May 2013
Page Unified School District February 2012 - May 2012
GOS Products for Business September 2008 - April 2010
Pacific Life February 1994 - May 2005
Skills
Health Insurance, Leadership, Employee Relations, Public Speaking, Team Building, Employee Benefits, Human Resources, Strategic Planning, Training, Leadership Development, Management, Process Improvement, Budgets, Sales, Payroll
Education
Glendale Community College 1993 — 1995
Lansing Community College 1990 — 1991
Midwestern University July 2014 - Present
Arbonne International June 2008 - June 2014
Deer Valley Unified School District May 2013 - May 2014
Deer Valley Unified School District October 2012 - May 2013
Page Unified School District February 2012 - May 2012
GOS Products for Business September 2008 - April 2010
Pacific Life February 1994 - May 2005
Skills
Health Insurance, Leadership, Employee Relations, Public Speaking, Team Building, Employee Benefits, Human Resources, Strategic Planning, Training, Leadership Development, Management, Process Improvement, Budgets, Sales, Payroll
Education
Glendale Community College 1993 — 1995
Lansing Community College 1990 — 1991
Billy Austin Jr.'s Pacific Life Experience February 2003 - October 2003
Job Partner at Van Popering Insurance
Industry Insurance
Experience
Van Popering Insurance May 2013 - Present
Ascension Insurance, Inc. December 2008 - February 2013
First Charter Insurance Services October 2003 - December 2008
Pacific Life February 2003 - October 2003
CIGNA Healthcare October 2001 - February 2003
CIGNA Healthcare August 1999 - October 2001
CIGNA Healthcare September 1996 - October 1999
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Health Savings Accounts, Brokers, Managed Care, Customer Service, Employee Wellness, Sales, ERISA, Strategic Planning, Claim, Sales Presentations, Life Insurance, PEO, Healthcare Consulting, Individual Health..., Renewals, Defined Contribution, Pet Insurance, Flexible Spending..., Group Benefits, Affordable Care Act, Health Insurance..., Term Life Insurance, Payroll Administration, COBRA Administration, Telemedicine, Employee Wellness..., Dental Insurance, Vision Insurance, Accident Insurance, Online Enrollment, Buy-sell Agreements, Healthcare Reimbursement, Group Insurance, Benefits Design
Education
East Carolina University 1991 — 1995
Bachelor of Arts (BA), Communications
Catawba Valley Lutheran High School 1985 — 1989
Diploma
Van Popering Insurance May 2013 - Present
Ascension Insurance, Inc. December 2008 - February 2013
First Charter Insurance Services October 2003 - December 2008
Pacific Life February 2003 - October 2003
CIGNA Healthcare October 2001 - February 2003
CIGNA Healthcare August 1999 - October 2001
CIGNA Healthcare September 1996 - October 1999
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Health Savings Accounts, Brokers, Managed Care, Customer Service, Employee Wellness, Sales, ERISA, Strategic Planning, Claim, Sales Presentations, Life Insurance, PEO, Healthcare Consulting, Individual Health..., Renewals, Defined Contribution, Pet Insurance, Flexible Spending..., Group Benefits, Affordable Care Act, Health Insurance..., Term Life Insurance, Payroll Administration, COBRA Administration, Telemedicine, Employee Wellness..., Dental Insurance, Vision Insurance, Accident Insurance, Online Enrollment, Buy-sell Agreements, Healthcare Reimbursement, Group Insurance, Benefits Design
Education
East Carolina University 1991 — 1995
Bachelor of Arts (BA), Communications
Catawba Valley Lutheran High School 1985 — 1989
Diploma
Amanda Lansdell's Pacific Life Experience January 2003 - April 2010
Job Divisonal Vice President, AIG
Industry Financial Services
Steven Craighead's Pacific Life Experience 2011 - Present
Job Actuarial Consultant
Industry Insurance
Experience
Pacific Life 2011 - Present
Towers Watson November 2005 - April 2011
Nationwide Insurance April 1985 - October 2005
The Ohio State University January 1986 - June 1990
Ohio State Life Insurance September 1983 - March 1985
William M. Mercer February 1981 - August 1983
Skills
Actuarial Science, ALM, Reinsurance, Economic Capital, Enterprise Risk..., Risk Management, Financial Modeling, MoSes, Insurance, VBA, Embedded Value, Life Insurance, Financial Risk, Variable Annuities, Actuarial Consulting, General Insurance, Actuaries, Fixed Annuities, Stochastic Modeling, Investments, R, Financial Analysis, Quantitative Finance, Statistics, Portfolio Management, Data Analysis, Quantitative Analytics, Bookbinding, Stochastic Differential..., Stochastic Simulation, Principal Component..., Dimensionality Reduction, Markov Chain Monte Carlo, Stochastic Processes, Nonlinear Optimization, Simulated Annealing, ODE, Numerical Linear Algebra, Mathematical Software, Abstract Algebra, Computer Algebra, TeX, Doxygen, C/C++ STL, C++ Language, Microsoft Visual Studio..., CVaR, RAROC, Fractals, Chaos Theory
Education
University of Kentucky 1978 — 1979
Mathematics
James Madison University 1976 — 1978
MS, Mathematics
Emory and Henry College 1973 — 1976
BS, Physics
Pacific Life 2011 - Present
Towers Watson November 2005 - April 2011
Nationwide Insurance April 1985 - October 2005
The Ohio State University January 1986 - June 1990
Ohio State Life Insurance September 1983 - March 1985
William M. Mercer February 1981 - August 1983
Skills
Actuarial Science, ALM, Reinsurance, Economic Capital, Enterprise Risk..., Risk Management, Financial Modeling, MoSes, Insurance, VBA, Embedded Value, Life Insurance, Financial Risk, Variable Annuities, Actuarial Consulting, General Insurance, Actuaries, Fixed Annuities, Stochastic Modeling, Investments, R, Financial Analysis, Quantitative Finance, Statistics, Portfolio Management, Data Analysis, Quantitative Analytics, Bookbinding, Stochastic Differential..., Stochastic Simulation, Principal Component..., Dimensionality Reduction, Markov Chain Monte Carlo, Stochastic Processes, Nonlinear Optimization, Simulated Annealing, ODE, Numerical Linear Algebra, Mathematical Software, Abstract Algebra, Computer Algebra, TeX, Doxygen, C/C++ STL, C++ Language, Microsoft Visual Studio..., CVaR, RAROC, Fractals, Chaos Theory
Education
University of Kentucky 1978 — 1979
Mathematics
James Madison University 1976 — 1978
MS, Mathematics
Emory and Henry College 1973 — 1976
BS, Physics
Susan Aumaier's Pacific Life Experience April 1996 - November 2000
Job President at Linchpin Property Solutions
Industry Real Estate
Experience
Linchpin Property Solutions March 2014 - Present
Interior Door & Closet Company July 2006 - Present
Wedding Daze and SKL Productions January 2001 - July 2006
Pepper Sales July 2005 - January 2006
ASRA Financial March 2004 - March 2005
Jefferson Pilot Financial November 2000 - July 2001
Pacific Life April 1996 - November 2000
Pacific Life April 1990 - April 1996
Pacific Life April 1990 - April 1996
Pacific Life April 1985 - April 1986
Skills
Event Planning, Customer Service, Theatre, Management, Training, Event Management, Software Documentation, Office Management, Corporate Events, Festivals, Social Media Marketing, Team Building
Education
Cypress College 1976 — 1978
1978, Business
Golden West College
Accounting / Bookkeeping
Orange Coast College
Real Estate
Linchpin Property Solutions March 2014 - Present
Interior Door & Closet Company July 2006 - Present
Wedding Daze and SKL Productions January 2001 - July 2006
Pepper Sales July 2005 - January 2006
ASRA Financial March 2004 - March 2005
Jefferson Pilot Financial November 2000 - July 2001
Pacific Life April 1996 - November 2000
Pacific Life April 1990 - April 1996
Pacific Life April 1990 - April 1996
Pacific Life April 1985 - April 1986
Skills
Event Planning, Customer Service, Theatre, Management, Training, Event Management, Software Documentation, Office Management, Corporate Events, Festivals, Social Media Marketing, Team Building
Education
Cypress College 1976 — 1978
1978, Business
Golden West College
Accounting / Bookkeeping
Orange Coast College
Real Estate
Larry Johns's Pacific Life Experience March 1998 - November 2004
Job Regional Vice President at Legg Mason
Industry Investment Management
Experience
Legg Mason January 2015 - Present
Destra Capital July 2011 - December 2014
Janus Capital Group December 2005 - June 2011
AXA Equitable November 2004 - November 2005
Pacific Life March 1998 - November 2004
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Investments, Asset Allocation
Education
Western Kentucky University 1987 — 1988
MBA, Marketing
Franklin College 1983 — 1987
BA, Business
Legg Mason January 2015 - Present
Destra Capital July 2011 - December 2014
Janus Capital Group December 2005 - June 2011
AXA Equitable November 2004 - November 2005
Pacific Life March 1998 - November 2004
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Investments, Asset Allocation
Education
Western Kentucky University 1987 — 1988
MBA, Marketing
Franklin College 1983 — 1987
BA, Business
Robert Snell, CLU, ChFC, MSFS's Pacific Life Experience January 1996 - May 2008
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones October 2011 - Present
Lincoln Financial Distributors May 2008 - March 2013
Pacific Life January 1996 - May 2008
PaineWebber August 1981 - January 1996
Education
The American College 1998 — 2001
MSFS, Financial Services
Hartwick College
Edward Jones October 2011 - Present
Lincoln Financial Distributors May 2008 - March 2013
Pacific Life January 1996 - May 2008
PaineWebber August 1981 - January 1996
Education
The American College 1998 — 2001
MSFS, Financial Services
Hartwick College
Jeff Hanna MA, CFS's Pacific Life Experience 1999 - 2009
Job Financial Advisor at Vining Financial Services, Inc. specializing Financial Planning | Asset Management | Insurance
Industry Financial Services
Experience
Vining Financial Services, Inc. October 2014 - Present
Sammons Retirement Group December 2012 - September 2014
Jackson National Life 2010 - 2012
Thompson National Properties January 2009 - December 2009
Pacific Life 1999 - 2009
Skills
Securities, Series 63, Retirement Planning, Mutual Funds, Private Placements, Investments, Fixed Annuities, Variable Annuities, Retirement, Financial Advisory, Alternative Investments, Insurance, Asset Allocation, Wealth Management, Asset Managment, Portfolio Management, Real Estate, Financial Analysis, Acquisitions, Sales Management, Life Insurance, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Disability Insurance, Annuity Sales
Education
University of Phoenix 1996 — 1998
MA, Management
Florida State University 1990 — 1995
BA, Political Science / Economics
Institute for Business and Finance
CFS- Certified Fund Specialist
Vining Financial Services, Inc. October 2014 - Present
Sammons Retirement Group December 2012 - September 2014
Jackson National Life 2010 - 2012
Thompson National Properties January 2009 - December 2009
Pacific Life 1999 - 2009
Skills
Securities, Series 63, Retirement Planning, Mutual Funds, Private Placements, Investments, Fixed Annuities, Variable Annuities, Retirement, Financial Advisory, Alternative Investments, Insurance, Asset Allocation, Wealth Management, Asset Managment, Portfolio Management, Real Estate, Financial Analysis, Acquisitions, Sales Management, Life Insurance, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Disability Insurance, Annuity Sales
Education
University of Phoenix 1996 — 1998
MA, Management
Florida State University 1990 — 1995
BA, Political Science / Economics
Institute for Business and Finance
CFS- Certified Fund Specialist
Alicia Sarvari's Pacific Life Experience February 2009 - June 2014
Job Financial Application Support Specialist at Brookfield
Industry Information Technology and Services
Experience
Brookfield July 2014 - Present
Pacific Life February 2009 - June 2014
Irvine Company April 2006 - January 2008
Skills
Visio, SharePoint, SDLC, Training, Vendor Management, Business Analysis, SQL, Technical Recruiting, Sourcing, Leadership, Management, Requirements Analysis, Talent Acquisition
Education
DeVry University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Computer Science
Brookfield July 2014 - Present
Pacific Life February 2009 - June 2014
Irvine Company April 2006 - January 2008
Skills
Visio, SharePoint, SDLC, Training, Vendor Management, Business Analysis, SQL, Technical Recruiting, Sourcing, Leadership, Management, Requirements Analysis, Talent Acquisition
Education
DeVry University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Computer Science
Kevin Byrne's Pacific Life Experience August 2012 - Present
Job Chief Finance and Risk Officer, Retirement Solutions Division at Pacific Life
Industry Financial Services
Experience
Pacific Life August 2012 - Present
AXA Equitable 2004 - 2011
AXA Equitable 1997 - 2010
AXA Equitable 1989 - 1996
Castle & Cooke, Inc 1987 - 1989
Sperry Corporation 1983 - 1987
GE 1978 - 1982
Skills
Investment Advisory, Investments, Financial Analysis, Asset Allocation, Insurance, Investment Strategies, Asset Management, Portfolio Management, Bonds, Capital Markets, Pensions, Funding, Financial Reporting, Mergers, Asset Managment, Financial Risk, Finance, Fixed Income, Mergers & Acquisitions, Corporate Finance, Equities, Financial Services, Strategic Financial...
Education
New York University, Stern School of Business 1982 — 1986
MBA, International Business
Fordham University 1975 — 1978
BS, Finance
Pacific Life August 2012 - Present
AXA Equitable 2004 - 2011
AXA Equitable 1997 - 2010
AXA Equitable 1989 - 1996
Castle & Cooke, Inc 1987 - 1989
Sperry Corporation 1983 - 1987
GE 1978 - 1982
Skills
Investment Advisory, Investments, Financial Analysis, Asset Allocation, Insurance, Investment Strategies, Asset Management, Portfolio Management, Bonds, Capital Markets, Pensions, Funding, Financial Reporting, Mergers, Asset Managment, Financial Risk, Finance, Fixed Income, Mergers & Acquisitions, Corporate Finance, Equities, Financial Services, Strategic Financial...
Education
New York University, Stern School of Business 1982 — 1986
MBA, International Business
Fordham University 1975 — 1978
BS, Finance
Russell Dow's Pacific Life Experience January 2002 - September 2005
Job Associate Account Manager at Optum Rx
Industry Insurance
Experience
Optum Rx June 2012 - Present
WellCare March 2009 - May 2011
SCAN Health Plan September 2006 - March 2009
UnitedHealthcare September 2005 - August 2006
Pacific Life January 2002 - September 2005
Education
Fullerton College
Optum Rx June 2012 - Present
WellCare March 2009 - May 2011
SCAN Health Plan September 2006 - March 2009
UnitedHealthcare September 2005 - August 2006
Pacific Life January 2002 - September 2005
Education
Fullerton College
Duntov (Don) Robinson's Pacific Life Experience February 2000 - October 2002
Job Experience Health Insurance Excutive
Industry Insurance
Experience
Molina Healthcare of Ohio, Inc. August 2013 - December 2014
WellCare Health Plans, Inc September 2010 - December 2012
Talus Brokerage Services September 2003 - May 2010
Combined Aon Worksite Solutions (A unit of Aon Consulting and Combined Insurance Company) February 2003 - September 2003
Pacific Life February 2000 - October 2002
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Health Savings Accounts, Term Life Insurance, Brokers, Life Insurance, Underwriting, Long-term Care, Medicare, Dentistry, Accident, Benefits Administration, Medicare Part D, Critical Illness, Managed Care, Medicaid, Universal Life, Claim, Health Policy, Whole Life, Commercial Insurance, Property & Casualty..., Workers Compensation, Health Care Reform, General Insurance, Claims Management, Umbrella Insurance, COBRA, Sales, Long Term Care Insurance
Education
Franklin University
Business Management
University of Cincinnati College of Business
Business Administration
Molina Healthcare of Ohio, Inc. August 2013 - December 2014
WellCare Health Plans, Inc September 2010 - December 2012
Talus Brokerage Services September 2003 - May 2010
Combined Aon Worksite Solutions (A unit of Aon Consulting and Combined Insurance Company) February 2003 - September 2003
Pacific Life February 2000 - October 2002
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Health Savings Accounts, Term Life Insurance, Brokers, Life Insurance, Underwriting, Long-term Care, Medicare, Dentistry, Accident, Benefits Administration, Medicare Part D, Critical Illness, Managed Care, Medicaid, Universal Life, Claim, Health Policy, Whole Life, Commercial Insurance, Property & Casualty..., Workers Compensation, Health Care Reform, General Insurance, Claims Management, Umbrella Insurance, COBRA, Sales, Long Term Care Insurance
Education
Franklin University
Business Management
University of Cincinnati College of Business
Business Administration
Beth Zervas's Pacific Life Experience October 2012 - Present
Job Manager, Life Underwriting at Pacific Life
Industry Insurance
Experience
Pacific Life October 2012 - Present
Zenith Marketing Group April 2003 - September 2012
Sun Life Financial April 2001 - November 2002
ING May 1993 - April 2001
Lincoln Financial Group (formerly Cigna Corporation) September 1990 - May 1993
ABB August 1989 - September 1990
Skills
Process Improvement, Management, Training, Project Management, Underwriting, Life Insurance, Reinsurance, New Business Development, Financial Risk, Insurance, Brokers, Term Life Insurance
Education
Dickinson College
Pacific Life October 2012 - Present
Zenith Marketing Group April 2003 - September 2012
Sun Life Financial April 2001 - November 2002
ING May 1993 - April 2001
Lincoln Financial Group (formerly Cigna Corporation) September 1990 - May 1993
ABB August 1989 - September 1990
Skills
Process Improvement, Management, Training, Project Management, Underwriting, Life Insurance, Reinsurance, New Business Development, Financial Risk, Insurance, Brokers, Term Life Insurance
Education
Dickinson College
Jack Clabough's Pacific Life Experience 1998 - 2008
Job Assistant Chief Underwriter
Industry Insurance
Experience
TIAA-CREF March 2012 - Present
SCOR Global Life U.S. Re February 2008 - March 2012
Pacific Life 1998 - 2008
Education
Eastern Kentucky University
MBA, Finance
University of Tennessee
BS, Business Management
TIAA-CREF March 2012 - Present
SCOR Global Life U.S. Re February 2008 - March 2012
Pacific Life 1998 - 2008
Education
Eastern Kentucky University
MBA, Finance
University of Tennessee
BS, Business Management
Jerry Carlson's Pacific Life Experience June 1984 - June 1997
Job Vice President & Employee Benefits Division Manager / Certified ACA Specialist
Industry Insurance
Experience
Wallace Welch & Willingham August 1997 - Present
Wallace Welch & Willingham August 1997 - Present
Pacific Life June 1984 - June 1997
Skills
Health Savings Accounts, Disability Insurance, Workers Compensation, Employee Benefits, Human Resources, Health Insurance, Insurance, Commercial Insurance, COBRA, Term Life Insurance, Life Insurance, Brokers, Benefits Administration, Medicare, Long-term Care, 401k
Education
Florida State University - College of Business 1977 — 1979
BS, Risk Management
St Petersburg College 1975 — 1977
AA, Accounting Business
Wallace Welch & Willingham August 1997 - Present
Wallace Welch & Willingham August 1997 - Present
Pacific Life June 1984 - June 1997
Skills
Health Savings Accounts, Disability Insurance, Workers Compensation, Employee Benefits, Human Resources, Health Insurance, Insurance, Commercial Insurance, COBRA, Term Life Insurance, Life Insurance, Brokers, Benefits Administration, Medicare, Long-term Care, 401k
Education
Florida State University - College of Business 1977 — 1979
BS, Risk Management
St Petersburg College 1975 — 1977
AA, Accounting Business
Bryan Dogan's Pacific Life Experience April 2012 - Present
Job Diversely experienced technician
Industry Construction
Experience
Pacific Life April 2012 - Present
Aureus Group February 2010 - January 2011
Computer Renaissance 2005 - 2008
ConAgra Foods 1998 - 2002
Skills
Active Directory, Microsoft Exchange, Troubleshooting, Software Documentation, SharePoint, Computer Hardware, Help Desk Support, Windows, Access, Customer Service, Outlook, Citrix
Education
Vatterott College 2009 — 2011
Del Mar College
Pacific Life April 2012 - Present
Aureus Group February 2010 - January 2011
Computer Renaissance 2005 - 2008
ConAgra Foods 1998 - 2002
Skills
Active Directory, Microsoft Exchange, Troubleshooting, Software Documentation, SharePoint, Computer Hardware, Help Desk Support, Windows, Access, Customer Service, Outlook, Citrix
Education
Vatterott College 2009 — 2011
Del Mar College
Michael Dorado's Pacific Life Experience July 2014 - Present
Job Environment Coordinator at Pacific Life
Industry Information Technology and Services
Experience
Pacific Life July 2014 - Present
Equator, LLC July 2012 - June 2014
Mercury Insurance February 2008 - May 2012
Bristol Park Medical Group October 2007 - February 2008
Digitronics Software February 2004 - August 2007
Skills
DB2, Crystal Reports, Microsoft SQL Server, Business Intelligence, Release Management, Configuration Management, Microstrategy, MKS Integrity, ClearCase, Systems Analysis, BladeLogic, WebSphere Application..., JBoss Application Server, Business Objects, Business Objects Data..., Informatica, SharePoint, AIX, Linux, Apache, Tomcat, Websphere, ETL, ColdFusion, SDLC, SQL, Visio, IIS, Java Enterprise Edition, PL/SQL, SOA, Agile Methodologies, Enterprise Architecture, Data Warehousing, Oracle, Unix, Web Services, Requirements Analysis, XML, Software Development, Databases, Integration, Talend, Java, Software Project..., Weblogic, Business Analysis, SSIS, Shell Scripting, JavaScript
Education
DeVry University-California 1999 — 2002
Computer Information Systems, Data Warehousing, Configuration and Release Management
Pacific Life July 2014 - Present
Equator, LLC July 2012 - June 2014
Mercury Insurance February 2008 - May 2012
Bristol Park Medical Group October 2007 - February 2008
Digitronics Software February 2004 - August 2007
Skills
DB2, Crystal Reports, Microsoft SQL Server, Business Intelligence, Release Management, Configuration Management, Microstrategy, MKS Integrity, ClearCase, Systems Analysis, BladeLogic, WebSphere Application..., JBoss Application Server, Business Objects, Business Objects Data..., Informatica, SharePoint, AIX, Linux, Apache, Tomcat, Websphere, ETL, ColdFusion, SDLC, SQL, Visio, IIS, Java Enterprise Edition, PL/SQL, SOA, Agile Methodologies, Enterprise Architecture, Data Warehousing, Oracle, Unix, Web Services, Requirements Analysis, XML, Software Development, Databases, Integration, Talend, Java, Software Project..., Weblogic, Business Analysis, SSIS, Shell Scripting, JavaScript
Education
DeVry University-California 1999 — 2002
Computer Information Systems, Data Warehousing, Configuration and Release Management
Randy Zumaya's Pacific Life Experience March 2003 - April 2009
Job none at None
Industry Writing and Editing
Experience
Pacific Life March 2003 - April 2009
Toys R Us October 2002 - March 2003
Sprint PCS October 2001 - September 2002
Lane Bryant August 2000 - July 2001
Disneyland Resort May 1997 - August 2000
Family Practice Associates, Inc July 1996 - April 1998
The Disney Store February 1994 - May 1997
CIC Research, Inc. February 1995 - June 1996
Education
Fullerton College
Pacific Life March 2003 - April 2009
Toys R Us October 2002 - March 2003
Sprint PCS October 2001 - September 2002
Lane Bryant August 2000 - July 2001
Disneyland Resort May 1997 - August 2000
Family Practice Associates, Inc July 1996 - April 1998
The Disney Store February 1994 - May 1997
CIC Research, Inc. February 1995 - June 1996
Education
Fullerton College
Victoria Grondziowski's Pacific Life Experience June 2014 - Present
Job Development Coordinator at Pacific Life
Industry Investment Management
Experience
Pacific Life June 2014 - Present
Pacific Life March 2012 - June 2014
Duquesne University October 2009 - December 2011
BISTRO TO GO January 2007 - November 2011
Education
Duquesne University 2008 — 2011
Bachelor of Science, Mathematics
Pacific Life June 2014 - Present
Pacific Life March 2012 - June 2014
Duquesne University October 2009 - December 2011
BISTRO TO GO January 2007 - November 2011
Education
Duquesne University 2008 — 2011
Bachelor of Science, Mathematics
Rafael Chavez Jr.'s Pacific Life Experience November 2003 - February 2005
Job Senior Customer SpecialistTeam Lead at Coventry Healthcare
Industry Insurance
Experience
First Script Coventry, a Division of Aetna Insurance November 2008 - Present
Carondelet Health Network March 2005 - July 2007
Pacific Life November 2003 - February 2005
Allstate Insurance 1989 - 1998
Skills
Medical Coding, Claims Processing, Customer Relations, CPT and ICD-9 Coding, HMO and PPO contract..., Training Skills, Team Building, Appeals, Accounts Receivable, Customer Retention, Medical Billing, Auto Liability, CPT, Contractual Agreements, Liability Analysis, Training, Bill Review, PPO, HMO, Insurance, Microsoft Office, Benefits Administration, Call Centers, Process Improvement, PowerPoint, Customer Satisfaction, Healthcare, Employee Benefits, Customer Experience, Outlook, Medicaid, Claims Resolution, Coaching, Cross-functional Team..., Managed Care, Leadership, Claim, Microsoft Excel, HIPAA, Provider Relations, Customer Service, Invoicing, Workers Compensation
Education
University of Phoenix 1996 — 1999
Certification, Information Technology/Networking
El Paso Community College 1982 — 1984
Paralegal Program
The University of Texas at El Paso 1979 — 1981
none, Liberal Arts
El Paso High School 1977 — 1979
Diploma, Journalism
First Script Coventry, a Division of Aetna Insurance November 2008 - Present
Carondelet Health Network March 2005 - July 2007
Pacific Life November 2003 - February 2005
Allstate Insurance 1989 - 1998
Skills
Medical Coding, Claims Processing, Customer Relations, CPT and ICD-9 Coding, HMO and PPO contract..., Training Skills, Team Building, Appeals, Accounts Receivable, Customer Retention, Medical Billing, Auto Liability, CPT, Contractual Agreements, Liability Analysis, Training, Bill Review, PPO, HMO, Insurance, Microsoft Office, Benefits Administration, Call Centers, Process Improvement, PowerPoint, Customer Satisfaction, Healthcare, Employee Benefits, Customer Experience, Outlook, Medicaid, Claims Resolution, Coaching, Cross-functional Team..., Managed Care, Leadership, Claim, Microsoft Excel, HIPAA, Provider Relations, Customer Service, Invoicing, Workers Compensation
Education
University of Phoenix 1996 — 1999
Certification, Information Technology/Networking
El Paso Community College 1982 — 1984
Paralegal Program
The University of Texas at El Paso 1979 — 1981
none, Liberal Arts
El Paso High School 1977 — 1979
Diploma, Journalism
Steven Craighead's Pacific Life Experience 2011 - Present
Job Course Designer at Columbia University
Industry Insurance
Experience
Columbia University September 2014 - Present
Pacific Life 2011 - Present
Towers Watson November 2005 - April 2011
Nationwide Insurance April 1985 - October 2005
Skills
Actuarial Science, Economic Capital, ALM, Life Insurance, Insurance, Risk Management, Enterprise Risk..., Financial Modeling
Education
James Madison University 1976 — 1978
MS, Mathematics
Emory and Henry College 1973 — 1976
BS, Mathematics
Columbia University September 2014 - Present
Pacific Life 2011 - Present
Towers Watson November 2005 - April 2011
Nationwide Insurance April 1985 - October 2005
Skills
Actuarial Science, Economic Capital, ALM, Life Insurance, Insurance, Risk Management, Enterprise Risk..., Financial Modeling
Education
James Madison University 1976 — 1978
MS, Mathematics
Emory and Henry College 1973 — 1976
BS, Mathematics
Andy Faucette's Pacific Life Experience March 2015 - Present
Job LTC Regional Director at Pacific Life
Industry Insurance
Experience
Pacific Life March 2015 - Present
Prudential Financial March 2012 - March 2015
Prudential Financial March 2008 - February 2012
Wells Fargo 2004 - 2008
SunAmerica 1997 - 2002
Education
Elon University - Martha and Spencer Love School of Business
Master of Business Administration (MBA)
NC State University
Bachelor of Science (B.S.)
Williams High School - Burlington, NC
Pacific Life March 2015 - Present
Prudential Financial March 2012 - March 2015
Prudential Financial March 2008 - February 2012
Wells Fargo 2004 - 2008
SunAmerica 1997 - 2002
Education
Elon University - Martha and Spencer Love School of Business
Master of Business Administration (MBA)
NC State University
Bachelor of Science (B.S.)
Williams High School - Burlington, NC
Albert L. Rogero III (Bo)'s Pacific Life Experience June 1996 - January 2006
Job
Industry Financial Services
Experience
Health Plan Services May 2012 - May 2013
Humana February 2011 - December 2011
First Services Administrators Inc. (FSAI) January 2010 - June 2010
Devonshire Properties January 2006 - January 2010
Pacific Life June 1996 - January 2006
Cigna April 1993 - June 1996
Dun & Bradstreet (Israel) Ltd. October 1986 - February 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
Florida State University - College of Business
Risk Management
The American College
CLU/RHU, Risk Management
Health Plan Services May 2012 - May 2013
Humana February 2011 - December 2011
First Services Administrators Inc. (FSAI) January 2010 - June 2010
Devonshire Properties January 2006 - January 2010
Pacific Life June 1996 - January 2006
Cigna April 1993 - June 1996
Dun & Bradstreet (Israel) Ltd. October 1986 - February 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
Florida State University - College of Business
Risk Management
The American College
CLU/RHU, Risk Management
Mei Ramsey's Pacific Life Experience March 1999 - July 2006
Job Certified Medical Coder Team Lead at TriWest Healthcare Alliance
Industry Hospital & Health Care
Experience
TriWest Healthcare Alliance July 2007 - Present
CIGNA October 2006 - July 2007
Pacific Life March 1999 - July 2006
Premier Healthcare Group 1997 - 1999
Skills
Claims Resolution, Team Leadership, Process Improvement, Guideline Development, Coaching Staff, Oral & Written..., Creation Of Training..., Development & delivery..., Quality Assurance, Medical Coding, Medical Terminology, Medicaid, Medical Compliance, HCPCS, CPT, Employee Benefits, HIPAA, Medicare, Insurance, Training, ICD-9, Claim, HMO, Medical Records, Health Insurance, Managed Care, PPO, Provider Relations, Healthcare, Medical Billing
Education
Glendale Community College 1996 — 1997
Northern Arizona University 1995 — 1996
TriWest Healthcare Alliance July 2007 - Present
CIGNA October 2006 - July 2007
Pacific Life March 1999 - July 2006
Premier Healthcare Group 1997 - 1999
Skills
Claims Resolution, Team Leadership, Process Improvement, Guideline Development, Coaching Staff, Oral & Written..., Creation Of Training..., Development & delivery..., Quality Assurance, Medical Coding, Medical Terminology, Medicaid, Medical Compliance, HCPCS, CPT, Employee Benefits, HIPAA, Medicare, Insurance, Training, ICD-9, Claim, HMO, Medical Records, Health Insurance, Managed Care, PPO, Provider Relations, Healthcare, Medical Billing
Education
Glendale Community College 1996 — 1997
Northern Arizona University 1995 — 1996
Lisa Sauer's Pacific Life Experience December 1993 - August 2004
Job Senior Paralegal at Voya Financial
Industry Financial Services
Experience
ING Funds May 2005 - Present
Pacific Life December 1993 - August 2004
Skills
Financial Services, Compliance, Customer Service, Regulatory Filings, Mutual Funds
Education
L.O.M.A. 1986 — 1994
Associate's degree, Compliance
Cypress College 1978 — 1980
Associate of Arts (AA), Political Science and Government
ING Funds May 2005 - Present
Pacific Life December 1993 - August 2004
Skills
Financial Services, Compliance, Customer Service, Regulatory Filings, Mutual Funds
Education
L.O.M.A. 1986 — 1994
Associate's degree, Compliance
Cypress College 1978 — 1980
Associate of Arts (AA), Political Science and Government
Jonathan Stites's Pacific Life Experience January 2009 - Present
Job Contracts & Licensing Specialist at Pacific Life
Industry
Experience
Pacific Life January 2009 - Present
DIRECTV September 2008 - December 2008
Time Warner Cable April 2007 - August 2008
Target January 2006 - March 2007
Garden Grove Unified School District February 2006 - December 2006
Fullerton Joint Union High School District June 2005 - March 2006
Education
Fullerton College 2005 — 2006
Computer Systems Networking and Telecommunications
Sonora High School 2001 — 2005
Diploma
Pacific Life January 2009 - Present
DIRECTV September 2008 - December 2008
Time Warner Cable April 2007 - August 2008
Target January 2006 - March 2007
Garden Grove Unified School District February 2006 - December 2006
Fullerton Joint Union High School District June 2005 - March 2006
Education
Fullerton College 2005 — 2006
Computer Systems Networking and Telecommunications
Sonora High School 2001 — 2005
Diploma
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO