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.
Pacific Life Salaries. You can even request information on how much does Pacific Life pay if you want to. Learn about salaries, pros and cons of working for Pacific Life directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Bill Richmond Bill Richmond's Pacific Life Experience July 2006 - August 2015
Job Senior Database Developer at AutoAlert
Industry Insurance
Experience
AutoAlert August 2015 - Present
Pacific Life July 2006 - August 2015
Kyocera Wireless 2006 - 2006
Automotive.com 2005 - 2005
Ameriquest Mortgage 2003 - 2005
Active Network 2002 - 2003
go2 2000 - 2002
Skills
SDLC, Microsoft SQL Server, Data Modeling, SQL, Database Administration, Database Design, Agile Methodologies, Databases, Requirements Gathering, Performance Tuning, ETL, Requirements Analysis, Management, Software Development, Software Project...
Education
Oklahoma State University
Bachelor of Science, Marketing
Seminole High School
High School Diploma, General Studies
AutoAlert August 2015 - Present
Pacific Life July 2006 - August 2015
Kyocera Wireless 2006 - 2006
Automotive.com 2005 - 2005
Ameriquest Mortgage 2003 - 2005
Active Network 2002 - 2003
go2 2000 - 2002
Skills
SDLC, Microsoft SQL Server, Data Modeling, SQL, Database Administration, Database Design, Agile Methodologies, Databases, Requirements Gathering, Performance Tuning, ETL, Requirements Analysis, Management, Software Development, Software Project...
Education
Oklahoma State University
Bachelor of Science, Marketing
Seminole High School
High School Diploma, General Studies
Donna Clifton's Pacific Life Experience June 1994 - June 1997
Job Employee Transportation CoordinatorC at County of Riverside
Industry Government Administration
Experience
County of Riverside May 2014 - Present
County of Riverside April 2014 - May 2014
County of Riverside March 2005 - April 2014
County of Riverside March 2001 - March 2005
Watson Pharmaceuticals September 1997 - March 2001
Pacific Life June 1994 - June 1997
Skills
Policy, Employee Relations, Human Resources, Management, Recruiting, Program Management, Organizational..., Interviews, Analysis
Education
Orange Coast College
County of Riverside May 2014 - Present
County of Riverside April 2014 - May 2014
County of Riverside March 2005 - April 2014
County of Riverside March 2001 - March 2005
Watson Pharmaceuticals September 1997 - March 2001
Pacific Life June 1994 - June 1997
Skills
Policy, Employee Relations, Human Resources, Management, Recruiting, Program Management, Organizational..., Interviews, Analysis
Education
Orange Coast College
Emily George, PMP Emily George, PMP's Pacific Life Experience April 2004 - November 2005
Job Senior Project Manager
Industry Insurance
Experience
CNO Financial Group November 2010 - Present
Prudential Financial February 2009 - June 2010
Health Net November 2005 - January 2009
Pacific Life April 2004 - November 2005
Pacific Life January 2003 - April 2004
Toastmasters International December 2002 - December 2003
Pacific Life June 2000 - December 2002
Kimco Staffing June 1995 - June 2000
Skills
Process Improvement, Leadership, Business Analysis, Insurance, Training, Management, Project Management, Program Management, Vendor Management, SDLC, Employee Benefits, New Business Development, MS Project, Software Documentation, Project Planning, Team Leadership, Organizational..., Interviews, PMO, Business Process
Education
New Mexico State University 1986 — 1989
BA
University of Colorado at Denver
CNO Financial Group November 2010 - Present
Prudential Financial February 2009 - June 2010
Health Net November 2005 - January 2009
Pacific Life April 2004 - November 2005
Pacific Life January 2003 - April 2004
Toastmasters International December 2002 - December 2003
Pacific Life June 2000 - December 2002
Kimco Staffing June 1995 - June 2000
Skills
Process Improvement, Leadership, Business Analysis, Insurance, Training, Management, Project Management, Program Management, Vendor Management, SDLC, Employee Benefits, New Business Development, MS Project, Software Documentation, Project Planning, Team Leadership, Organizational..., Interviews, PMO, Business Process
Education
New Mexico State University 1986 — 1989
BA
University of Colorado at Denver
Jason Lopez Jason Lopez's Pacific Life Experience November 2001 - March 2004
Job Regional Vice President at ATEL Capital Group
Industry Financial Services
Experience
ATEL Capital Group August 2014 - Present
San Diego Community College District May 2013 - August 2014
Platinum Wealth Management October 2012 - August 2014
Macquarie Capital (USA) Inc. October 2009 - May 2012
Riversource Annuities April 2008 - May 2009
ICON Capital Corp. November 2004 - March 2007
Jackson National Life May 2004 - November 2004
Pacific Life November 2001 - March 2004
Wells Fargo SecuritiesWFS is the investment and brokerage services division of Wells Fargo Bank. September 1999 - February 2001
Skills
Wealth Management, Financial Planning, Client Relationship..., Customer Service, Account Management, Market Analysis, Investment Analysis, Training & Education, Investment Products, Variable and Fixed..., Alternative Investments, New Business Development, Sales Presentations, Group Presentations, Start-ups, Event Planning, Series 7, Series 63, Series 65, Life Insurance, Fusion Presentations, Sequoia Sales Training, Investments, Financial Advisory, Strategic Financial..., Valuation, Investment Management, Financial Services, Retirement Planning, Business Development, Insurance, Sales, Asset Allocation, Investment Advisory, Investment Strategies, Mutual Funds, Fixed Annuities, Securities, FINRA, Separately Managed..., Retirement, Variable Annuities, Wealth Management..., Asset Management, Financial Planners, Series 6, ETFs, Wealth, Portfolio Management, CRM
Education
Point Loma Nazarene University 2002 — 2014
Master of Business Administration (M.B.A.), Business
San Diego State University-California State University 1997 — 1999
Bachelor of Science (B.S.), Kinesiology and Exercise Science
ATEL Capital Group August 2014 - Present
San Diego Community College District May 2013 - August 2014
Platinum Wealth Management October 2012 - August 2014
Macquarie Capital (USA) Inc. October 2009 - May 2012
Riversource Annuities April 2008 - May 2009
ICON Capital Corp. November 2004 - March 2007
Jackson National Life May 2004 - November 2004
Pacific Life November 2001 - March 2004
Wells Fargo SecuritiesWFS is the investment and brokerage services division of Wells Fargo Bank. September 1999 - February 2001
Skills
Wealth Management, Financial Planning, Client Relationship..., Customer Service, Account Management, Market Analysis, Investment Analysis, Training & Education, Investment Products, Variable and Fixed..., Alternative Investments, New Business Development, Sales Presentations, Group Presentations, Start-ups, Event Planning, Series 7, Series 63, Series 65, Life Insurance, Fusion Presentations, Sequoia Sales Training, Investments, Financial Advisory, Strategic Financial..., Valuation, Investment Management, Financial Services, Retirement Planning, Business Development, Insurance, Sales, Asset Allocation, Investment Advisory, Investment Strategies, Mutual Funds, Fixed Annuities, Securities, FINRA, Separately Managed..., Retirement, Variable Annuities, Wealth Management..., Asset Management, Financial Planners, Series 6, ETFs, Wealth, Portfolio Management, CRM
Education
Point Loma Nazarene University 2002 — 2014
Master of Business Administration (M.B.A.), Business
San Diego State University-California State University 1997 — 1999
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Ted Nieblas Ted Nieblas's Pacific Life Experience August 2008 - Present
Job Senior Applications Developer at Pacific Life
Industry Computer Software
Experience
Pacific Life August 2008 - Present
Pipeline Software, Inc. September 2005 - June 2008
Countrywide Financial October 2004 - July 2005
North Atlantic Distribution, Inc. February 2002 - September 2004
Fidelity Investments, Institutional Services, Inc (FIIS) April 1998 - September 2001
Education
National University 1997 — 1998
Master of Science, Software Engineering
National University 1995 — 1997
Bachelor of Science, Computer Science (Programming)
Pacific Life August 2008 - Present
Pipeline Software, Inc. September 2005 - June 2008
Countrywide Financial October 2004 - July 2005
North Atlantic Distribution, Inc. February 2002 - September 2004
Fidelity Investments, Institutional Services, Inc (FIIS) April 1998 - September 2001
Education
National University 1997 — 1998
Master of Science, Software Engineering
National University 1995 — 1997
Bachelor of Science, Computer Science (Programming)
Martha Hunt, CSSC Martha Hunt, CSSC's Pacific Life Experience April 2012 - Present
Job Sales Manager Structured Settlements at Pacific Life
Industry Insurance
Experience
Pacific Life April 2012 - Present
HARTFORD FINANCIAL SERVICES GROUP, INC January 2003 - August 2012
The Hartford April 2010 - April 2012
Hartford Life 1997 - April 2012
The Hartford January 2000 - January 2003
The Hartford January 1997 - January 2000
The Hartford January 1997 - January 2000
Thompson & Peck 1990 - 1997
COVENANT INSURANCE COMPANY January 1977 - January 1989
Skills
Fixed Annuities, Insurance, Claim, Financial Services, Retirement, Relationship Management, Commercial Insurance, Strategic Planning, Leadership, Medicare, Employee Benefits, Retirement Planning, Management
Education
Post College
B.S, Management
Post University
BS, Management
Pacific Life April 2012 - Present
HARTFORD FINANCIAL SERVICES GROUP, INC January 2003 - August 2012
The Hartford April 2010 - April 2012
Hartford Life 1997 - April 2012
The Hartford January 2000 - January 2003
The Hartford January 1997 - January 2000
The Hartford January 1997 - January 2000
Thompson & Peck 1990 - 1997
COVENANT INSURANCE COMPANY January 1977 - January 1989
Skills
Fixed Annuities, Insurance, Claim, Financial Services, Retirement, Relationship Management, Commercial Insurance, Strategic Planning, Leadership, Medicare, Employee Benefits, Retirement Planning, Management
Education
Post College
B.S, Management
Post University
BS, Management
Brett Hynes Brett Hynes's Pacific Life Experience November 2002 - Present
Job FVP, Alternative Distribution & Asset Manager Relations
Industry Financial Services
Experience
Pacific Life November 2002 - Present
Magnus & Co. August 2000 - October 2002
All Star Lettering May 1997 - July 2000
Skills
Mutual Funds, Relationship Management, Series 7, Series 6, Financial Services, Series 63, Fixed Annuities, Consultative Selling, Retirement Planning, Annuities, Public Speaking, Asset Allocation, Strategic Planning, FLMI, Variable Annuities, IRAs, Retirement, Business Development, Coaching, iPad, Life Insurance, B2B Marketing, Financial Presentations, Financial Social Media, Indexed Annuities, Marketing, Marketing Strategy, Sales & Marketing, Retirement Strategies
Education
Pepperdine University 1993 — 1997
BS, Business Administration
Loyola High School 1989 — 1993
Pacific Life November 2002 - Present
Magnus & Co. August 2000 - October 2002
All Star Lettering May 1997 - July 2000
Skills
Mutual Funds, Relationship Management, Series 7, Series 6, Financial Services, Series 63, Fixed Annuities, Consultative Selling, Retirement Planning, Annuities, Public Speaking, Asset Allocation, Strategic Planning, FLMI, Variable Annuities, IRAs, Retirement, Business Development, Coaching, iPad, Life Insurance, B2B Marketing, Financial Presentations, Financial Social Media, Indexed Annuities, Marketing, Marketing Strategy, Sales & Marketing, Retirement Strategies
Education
Pepperdine University 1993 — 1997
BS, Business Administration
Loyola High School 1989 — 1993
Donna Lloyd Donna Lloyd's Pacific Life Experience July 1980 - June 1985
Job Vice President at Derby and Derby, Inc.
Industry Financial Services
Experience
Derby and Derby, Inc. October 1987 - Present
Foothill Securities, Inc. April 2015 - Present
Corporate Benefit Planners 1985 - 1987
Pacific Life July 1980 - June 1985
Skills
Term Life Insurance, Community Service, Fixed Annuities, Notary Public, Office Management, Volunteering, Long Term Care Insurance, Customer Service, Insurance, Investments
Education
Orange Coast College 1980 — 1981
general education
Nordhoff High School 1976 — 1980
Ventura College
childhood development
Derby and Derby, Inc. October 1987 - Present
Foothill Securities, Inc. April 2015 - Present
Corporate Benefit Planners 1985 - 1987
Pacific Life July 1980 - June 1985
Skills
Term Life Insurance, Community Service, Fixed Annuities, Notary Public, Office Management, Volunteering, Long Term Care Insurance, Customer Service, Insurance, Investments
Education
Orange Coast College 1980 — 1981
general education
Nordhoff High School 1976 — 1980
Ventura College
childhood development
Chrisie Kramer's Pacific Life Experience August 2012 - March 2015
Job Life Case Manager @ IAMS
Industry Insurance
Experience
Insurance Agency Marketing March 2015 - Present
Pacific Life August 2012 - March 2015
Mutual of Omaha March 2009 - August 2012
Tag/PerotSystems August 2006 - February 2009
Skills
Insurance, Analysis, Underwriting, Life Insurance, Fixed Annuities, New Business Development, Health Insurance, Customer Service, Business Analysis, Risk Management, Leadership, Employee Benefits, Term Life Insurance, Management, Training, Coaching, Sales, Process Improvement, Microsoft Office, Call Centers, Investments, General Insurance
Education
Peru State College 2002 — 2006
Bachalor of Science Degree, Marketing and Management, 3.5
Insurance Agency Marketing March 2015 - Present
Pacific Life August 2012 - March 2015
Mutual of Omaha March 2009 - August 2012
Tag/PerotSystems August 2006 - February 2009
Skills
Insurance, Analysis, Underwriting, Life Insurance, Fixed Annuities, New Business Development, Health Insurance, Customer Service, Business Analysis, Risk Management, Leadership, Employee Benefits, Term Life Insurance, Management, Training, Coaching, Sales, Process Improvement, Microsoft Office, Call Centers, Investments, General Insurance
Education
Peru State College 2002 — 2006
Bachalor of Science Degree, Marketing and Management, 3.5
Courtney Rowley's Pacific Life Experience October 2010 - December 2011
Job Experienced Training and Business Development Coach
Industry Financial Services
Experience
Edward Jones July 2012 - Present
Pacific Life October 2010 - December 2011
Pacific Life July 2006 - October 2010
Pacific Life May 2005 - June 2006
Pacific Life August 2003 - April 2005
Pacific Life February 2002 - July 2003
Pacific Life May 2000 - January 2002
Skills
Training & Development, Project Implementation, Project Coordination, Outlook, Documentation, PowerPoint, Customer Service, Customer Relations, Excel, Telephone Skills, Call Center, Needs Analysis, Instructional Design, Word, Visio, Problem Solving, Process Improvement, SharePoint, Supervisory Skills, Public Speaking, Strategic Planning, Coaching, Performance Management, Microsoft Excel, Software Documentation, Project Planning, Employee Training, Budgets, Change Management, Project Management, Management, Data Analysis, Leadership, Program Management, Time Management, Organizational..., Sales, Team Building, Analysis, Leadership Development, Team Leadership, Product Development, Cross-functional Team..., Insurance, Strategy, Customer Retention, Business Analysis, Human Resources, Business Process..., Call Centers
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (MBA)
California State University of Long Beach 2002 — 2003
Bachelor of Arts, Psychology
Edward Jones July 2012 - Present
Pacific Life October 2010 - December 2011
Pacific Life July 2006 - October 2010
Pacific Life May 2005 - June 2006
Pacific Life August 2003 - April 2005
Pacific Life February 2002 - July 2003
Pacific Life May 2000 - January 2002
Skills
Training & Development, Project Implementation, Project Coordination, Outlook, Documentation, PowerPoint, Customer Service, Customer Relations, Excel, Telephone Skills, Call Center, Needs Analysis, Instructional Design, Word, Visio, Problem Solving, Process Improvement, SharePoint, Supervisory Skills, Public Speaking, Strategic Planning, Coaching, Performance Management, Microsoft Excel, Software Documentation, Project Planning, Employee Training, Budgets, Change Management, Project Management, Management, Data Analysis, Leadership, Program Management, Time Management, Organizational..., Sales, Team Building, Analysis, Leadership Development, Team Leadership, Product Development, Cross-functional Team..., Insurance, Strategy, Customer Retention, Business Analysis, Human Resources, Business Process..., Call Centers
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (MBA)
California State University of Long Beach 2002 — 2003
Bachelor of Arts, Psychology
Nicole Jamieson Nicole Jamieson's Pacific Life Experience 1999 - 2002
Job Domestic Godess
Industry Writing and Editing
Experience
My children 2006 - Present
Long Beach Transit 2003 - 2006
Caesars Entertainment Corporation 2002 - 2003
Pacific Life 1999 - 2002
The Queen Mary 1997 - 2000
Barnes & Noble 1994 - 1997
Skills
Policy Writing, Human Resources, PowerPoint, Microsoft Office, Sales, Microsoft Word, Customer Service, Grant Writing, Office Administration, Recruiting, Office Management, Payroll, Nonprofits, Blogging
Education
Orange Coast College
Liberal Arts and Sciences, General Studies and Humanities
My children 2006 - Present
Long Beach Transit 2003 - 2006
Caesars Entertainment Corporation 2002 - 2003
Pacific Life 1999 - 2002
The Queen Mary 1997 - 2000
Barnes & Noble 1994 - 1997
Skills
Policy Writing, Human Resources, PowerPoint, Microsoft Office, Sales, Microsoft Word, Customer Service, Grant Writing, Office Administration, Recruiting, Office Management, Payroll, Nonprofits, Blogging
Education
Orange Coast College
Liberal Arts and Sciences, General Studies and Humanities
Peter Motzenbecker, CRPC® Peter Motzenbecker, CRPC®'s Pacific Life Experience April 1998 - January 2002
Job Regional Vice President, Genworth Financial
Industry Insurance
Experience
Genworth Financial August 2014 - Present
SunTrust Bank January 2014 - Present
SunTrust Bank January 2014 - Present
Wells Fargo Advisors, LLC July 2012 - Present
UBS February 2011 - July 2012
Genworth Financial August 2005 - January 2011
John Hancock Financial Services January 2003 - July 2005
Pacific Life April 1998 - January 2002
Education
Rowan University 1978 — 1983
Bachelor of Arts (B.A.)
Genworth Financial August 2014 - Present
SunTrust Bank January 2014 - Present
SunTrust Bank January 2014 - Present
Wells Fargo Advisors, LLC July 2012 - Present
UBS February 2011 - July 2012
Genworth Financial August 2005 - January 2011
John Hancock Financial Services January 2003 - July 2005
Pacific Life April 1998 - January 2002
Education
Rowan University 1978 — 1983
Bachelor of Arts (B.A.)
Gabe Youel Gabe Youel's Pacific Life Experience April 2012 - December 2013
Job Internal Sales Consultant
Industry Financial Services
Experience
LaSalle Investment Management December 2013 - Present
Pacific Life April 2012 - December 2013
FIRST Insurance Funding Corp August 2011 - April 2012
LCR Hallcrest December 2009 - March 2011
Skills
Series 6, Series 7, Series 63, Life Insurance
Education
North Central College 2006 — 2011
BA Chemistry, BA Economics
LaSalle Investment Management December 2013 - Present
Pacific Life April 2012 - December 2013
FIRST Insurance Funding Corp August 2011 - April 2012
LCR Hallcrest December 2009 - March 2011
Skills
Series 6, Series 7, Series 63, Life Insurance
Education
North Central College 2006 — 2011
BA Chemistry, BA Economics
Lindsay Hovakimian Lindsay Hovakimian's Pacific Life Experience January 2011 - Present
Job Experienced Digital Marketer and Manager
Industry Marketing and Advertising
Experience
Pacific Life January 2011 - Present
Catholic Healthcare West March 2010 - December 2010
Stanford University School of Medicine April 2009 - March 2010
Stanford Graduate School of Business 2007 - 2009
University of Oxford 2005 - 2007
Education
Occidental College 2002 — 2005
BA, History
Northgate High School
Pacific Life January 2011 - Present
Catholic Healthcare West March 2010 - December 2010
Stanford University School of Medicine April 2009 - March 2010
Stanford Graduate School of Business 2007 - 2009
University of Oxford 2005 - 2007
Education
Occidental College 2002 — 2005
BA, History
Northgate High School
Mark Khansary Mark Khansary's Pacific Life Experience September 2013 - April 2014
Job IT Mgr Content Creation and Fulfillment at USAA
Industry Financial Services
Experience
USAA April 2014 - Present
Pacific Life September 2013 - April 2014
The Capital Group December 1993 - September 2013
Skills
IT Management, Agile Methodologies, Disaster Recovery, PMO, Software Project..., Scrum, RUP, Software Development, IT Operations, SharePoint, Weblogic, Project Management, Quality Center, Java, IT Service Management, Business Analysis, SDLC, Requirements Analysis, IT Strategy, PMP, Enterprise Architecture, Requirements Gathering, Visio
Education
National University 1986 — 1987
BS, Computer
The University of North Dakota 1982 — 1983
BS, Civil Eng
USAA April 2014 - Present
Pacific Life September 2013 - April 2014
The Capital Group December 1993 - September 2013
Skills
IT Management, Agile Methodologies, Disaster Recovery, PMO, Software Project..., Scrum, RUP, Software Development, IT Operations, SharePoint, Weblogic, Project Management, Quality Center, Java, IT Service Management, Business Analysis, SDLC, Requirements Analysis, IT Strategy, PMP, Enterprise Architecture, Requirements Gathering, Visio
Education
National University 1986 — 1987
BS, Computer
The University of North Dakota 1982 — 1983
BS, Civil Eng
Cara Hopkins Cara Hopkins's Pacific Life Experience June 2015 - Present
Job Executive Assistant|Operations|Project Management|Training
Industry Financial Services
Experience
Pacific Life June 2015 - Present
Hammerhouse, LLC - Strategic Growth Partners September 2008 - June 2015
Hammerhouse, LLC - Strategic Growth Partners, Recruiting Financial Services, Coaching September 2008 - June 2015
TORQ powered by HAMMERHOUSE,LLC July 2008 - June 2015
YMCA 2004 - 2009
Indymac Bank/AHM November 2006 - July 2008
Advantage Sales & Marketing 1999 - 2002
Skills
Leadership, Sales, Management, Training, Marketing, Talent Management, Sales Operations, CRM, Customer Service, Lead Generation, Team Building, Customer Retention, Project Management, Strategic Planning, Social Networking, Operations Management, Employee Training, Database Administration, Database Marketing, Website Development, Social Media Marketing, Process Improvement
Education
Saddleback College 1993 — 1995
Business Management
Santa Margarita 1989 — 1993
Pacific Life June 2015 - Present
Hammerhouse, LLC - Strategic Growth Partners September 2008 - June 2015
Hammerhouse, LLC - Strategic Growth Partners, Recruiting Financial Services, Coaching September 2008 - June 2015
TORQ powered by HAMMERHOUSE,LLC July 2008 - June 2015
YMCA 2004 - 2009
Indymac Bank/AHM November 2006 - July 2008
Advantage Sales & Marketing 1999 - 2002
Skills
Leadership, Sales, Management, Training, Marketing, Talent Management, Sales Operations, CRM, Customer Service, Lead Generation, Team Building, Customer Retention, Project Management, Strategic Planning, Social Networking, Operations Management, Employee Training, Database Administration, Database Marketing, Website Development, Social Media Marketing, Process Improvement
Education
Saddleback College 1993 — 1995
Business Management
Santa Margarita 1989 — 1993
John Hershock John Hershock's Pacific Life Experience July 1998 - April 2000
Job Regional Vice President at AmericaFirst Securities
Industry Financial Services
Experience
AmericaFirst Capital Management, LLC August 2015 - Present
Patrick Capital Markets, LLC March 2013 - August 2015
Piedmont Capital Distributors March 2013 - August 2015
Lincoln Financial Distributors November 2006 - February 2013
RiverSource Asset Management May 2001 - November 2006
Ameriprise Financial Services, Inc. May 2001 - November 2006
Guardian Life April 2000 - May 2001
Pacific Life July 1998 - April 2000
Talbot Financial Services February 1996 - July 1998
AllianceBernstein December 1993 - February 1996
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, Series 65, Financial Advisory, Wealth Management, Asset Allocation, Equities, Alternative Investments, Investment Management, Life Insurance, IRAs, Financial Services, Insurance, Customer Service, Investments, Investment Advisory, Term Life Insurance, FINRA, Separately Managed..., Asset Management, Securities, Investment Strategies, Finance, Risk Management, Bonds, Strategic Financial..., Financial Planning
Education
Vanguard University of Southern California 2000 — 2003
BA, organizational management
Penn State University 1981 — 1983
Architectural Engineering
AmericaFirst Capital Management, LLC August 2015 - Present
Patrick Capital Markets, LLC March 2013 - August 2015
Piedmont Capital Distributors March 2013 - August 2015
Lincoln Financial Distributors November 2006 - February 2013
RiverSource Asset Management May 2001 - November 2006
Ameriprise Financial Services, Inc. May 2001 - November 2006
Guardian Life April 2000 - May 2001
Pacific Life July 1998 - April 2000
Talbot Financial Services February 1996 - July 1998
AllianceBernstein December 1993 - February 1996
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, Series 65, Financial Advisory, Wealth Management, Asset Allocation, Equities, Alternative Investments, Investment Management, Life Insurance, IRAs, Financial Services, Insurance, Customer Service, Investments, Investment Advisory, Term Life Insurance, FINRA, Separately Managed..., Asset Management, Securities, Investment Strategies, Finance, Risk Management, Bonds, Strategic Financial..., Financial Planning
Education
Vanguard University of Southern California 2000 — 2003
BA, organizational management
Penn State University 1981 — 1983
Architectural Engineering
Thomas Kimura Thomas Kimura's Pacific Life Experience May 2014 - Present
Job Email Marketing Supervisor
Industry Marketing and Advertising
Experience
Pacific Life May 2014 - Present
Pacific Life August 2011 - May 2014
The Shand Group January 2011 - August 2011
Luxury Brand Group November 2010 - August 2011
Platinum Guild International August 2005 - December 2009
Skills
Online Marketing, Content Management, Social Media, Blogging, Online Advertising, Email Marketing, Google Analytics, SEO, Facebook, Social Networking, TweetDeck, Google Adwords, Email Marketing Software, MailChimp, Constant Contact, Photoshop, Daylite, Adobe Fireworks, Silverpop Engage, Squarespace, Web Analytics
Education
University of California, Irvine 2002 — 2005
Bachelor of Arts, Psychology
Orange Coast College 2000 — 2002
Fountain Valley High School 1997 — 2000
Diploma
Pacific Life May 2014 - Present
Pacific Life August 2011 - May 2014
The Shand Group January 2011 - August 2011
Luxury Brand Group November 2010 - August 2011
Platinum Guild International August 2005 - December 2009
Skills
Online Marketing, Content Management, Social Media, Blogging, Online Advertising, Email Marketing, Google Analytics, SEO, Facebook, Social Networking, TweetDeck, Google Adwords, Email Marketing Software, MailChimp, Constant Contact, Photoshop, Daylite, Adobe Fireworks, Silverpop Engage, Squarespace, Web Analytics
Education
University of California, Irvine 2002 — 2005
Bachelor of Arts, Psychology
Orange Coast College 2000 — 2002
Fountain Valley High School 1997 — 2000
Diploma
Jeff Tucker Jeff Tucker's Pacific Life Experience May 2007 - Present
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life May 2007 - Present
AIG SunAmerica January 2006 - May 2007
Jackson National Life April 2004 - January 2006
Skills
Fixed Annuities, Financial Services, Variable Annuities, Mutual Funds, Asset Allocation, Business Development, Coaching, Life Insurance, iPad, Long-term Care, Planning, Microsoft PowerPoint, Public Speaking, Retirement Planning, Series 6, Series 63, Series 7, Social Security
Education
North Carolina State University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
North Carolina State University 1988 — 1992
Political Science
Pacific Life May 2007 - Present
AIG SunAmerica January 2006 - May 2007
Jackson National Life April 2004 - January 2006
Skills
Fixed Annuities, Financial Services, Variable Annuities, Mutual Funds, Asset Allocation, Business Development, Coaching, Life Insurance, iPad, Long-term Care, Planning, Microsoft PowerPoint, Public Speaking, Retirement Planning, Series 6, Series 63, Series 7, Social Security
Education
North Carolina State University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
North Carolina State University 1988 — 1992
Political Science
Justin Loera Justin Loera's Pacific Life Experience April 2001 - March 2004
Job Director of Operations and Online Marketing at Websitefire LLC
Industry Marketing and Advertising
Experience
Websitefire LLC March 2012 - Present
Eagle Mountain March 2013 - January 2014
I/O Interconnect June 2011 - December 2011
Dane-Elec May 2009 - June 2011
AVC Corporation May 2008 - May 2009
SimpleTech June 2007 - June 2008
SimpleTech January 2006 - June 2007
EdgeField Financial April 2004 - January 2006
Pacific Life April 2001 - March 2004
Skills
Product Management, Product Marketing, Product Development, Business Development, Market Research, Marketing Strategy, Marketing, Sales Management, Consumer Electronics, Sales, Operations Management, Management, Vendor Management, Leadership, Problem Solving, Cross-functional Team..., Retail, Customer Service, Program Management, Sales Process, New Business Development, Contract Manufacturing, Project Planning, Product Launch, Pricing, Training, Forecasting, Direct Sales, Negotiation, Customer Relations, Contract Negotiation, Business Strategy, SEO, SEM, Purchasing, Quality Assurance, Marketing Communications, Process Improvement, Competitive Analysis, Social Media Marketing, International Sales, Account Management, Strategic Partnerships, Start-ups, P&L Management, B2B, Logistics, Multi-channel Marketing, Economic Development
Education
Orange Coast College 1997 — 2001
Business Administration/Management and Marketing
Websitefire LLC March 2012 - Present
Eagle Mountain March 2013 - January 2014
I/O Interconnect June 2011 - December 2011
Dane-Elec May 2009 - June 2011
AVC Corporation May 2008 - May 2009
SimpleTech June 2007 - June 2008
SimpleTech January 2006 - June 2007
EdgeField Financial April 2004 - January 2006
Pacific Life April 2001 - March 2004
Skills
Product Management, Product Marketing, Product Development, Business Development, Market Research, Marketing Strategy, Marketing, Sales Management, Consumer Electronics, Sales, Operations Management, Management, Vendor Management, Leadership, Problem Solving, Cross-functional Team..., Retail, Customer Service, Program Management, Sales Process, New Business Development, Contract Manufacturing, Project Planning, Product Launch, Pricing, Training, Forecasting, Direct Sales, Negotiation, Customer Relations, Contract Negotiation, Business Strategy, SEO, SEM, Purchasing, Quality Assurance, Marketing Communications, Process Improvement, Competitive Analysis, Social Media Marketing, International Sales, Account Management, Strategic Partnerships, Start-ups, P&L Management, B2B, Logistics, Multi-channel Marketing, Economic Development
Education
Orange Coast College 1997 — 2001
Business Administration/Management and Marketing
Arlene Munemura Arlene Munemura's Pacific Life Experience July 2003 - Present
Job Sr. Reinsurance Business Systems Analyst at Pacific Life
Industry Insurance
Experience
Pacific Life July 2003 - Present
Pacific Life 2003 - 2013
Union Bank 1997 - 1999
Ralphs Grocery Company 1989 - 1997
Skills
Insurance, Life Insurance, Business Analysis
Education
Roosevelt University
B.G.S, Computer Science
University of Hawaii at Manoa
B.S., Human Development
Pacific Life July 2003 - Present
Pacific Life 2003 - 2013
Union Bank 1997 - 1999
Ralphs Grocery Company 1989 - 1997
Skills
Insurance, Life Insurance, Business Analysis
Education
Roosevelt University
B.G.S, Computer Science
University of Hawaii at Manoa
B.S., Human Development
Paul Hollern CLU CHFC RHU Paul Hollern CLU CHFC RHU's Pacific Life Experience 2003 - 2003
Job Health and Benefit Specialist at Paychex
Industry Wholesale
Experience
Paychex October 2014 - Present
Partners Advantage March 2010 - September 2014
IHC Health September 2007 - May 2010
Assurant Health June 1984 - July 2007
Pacific Life 2003 - 2003
Pacific Life 2003 - 2003
Skills
Insurance, Life Insurance, Business Development, Health Insurance, Sales Operations, Sales, Underwriting, Disability Insurance, Employee Benefits, Strategy, Selling, Marketing, Term Life Insurance, Customer Service, Time Management, Sales Management, Brokers
Education
Otterbein College 1980 — 1984
BS, Bachelor Business Administraton
DeSales High School
Paychex October 2014 - Present
Partners Advantage March 2010 - September 2014
IHC Health September 2007 - May 2010
Assurant Health June 1984 - July 2007
Pacific Life 2003 - 2003
Pacific Life 2003 - 2003
Skills
Insurance, Life Insurance, Business Development, Health Insurance, Sales Operations, Sales, Underwriting, Disability Insurance, Employee Benefits, Strategy, Selling, Marketing, Term Life Insurance, Customer Service, Time Management, Sales Management, Brokers
Education
Otterbein College 1980 — 1984
BS, Bachelor Business Administraton
DeSales High School
Nicole McGeathy Nicole McGeathy's Pacific Life Experience May 2006 - August 2006
Job Billing Analyst at TAG Employer Services
Industry Human Resources
Experience
TAG Employer Services March 2008 - Present
PDG America Shopping Centers August 2006 - February 2007
Pacific Life May 2006 - August 2006
Universal Technical Institute February 2005 - April 2006
Skills
Payroll, Benefits Administration, Invoicing, Payroll Taxes, Process Improvement, Workers Compensation, Customer Service, Accounts Payable, Microsoft Excel, Adjustments, Health Insurance, Invoice Processing, Financial Reporting, Employee Relations, Employee Benefits, Accounts Receivable, HRIS, Financial Audits, Internal Audit, Microsoft SQL Server, Team Building, Performance Management, Microsoft Office, Tax Accounting, Tax Preparation, Corporate Tax, Tax Returns
Education
Paradise Valley Community College 2007 — 2009
TAG Employer Services March 2008 - Present
PDG America Shopping Centers August 2006 - February 2007
Pacific Life May 2006 - August 2006
Universal Technical Institute February 2005 - April 2006
Skills
Payroll, Benefits Administration, Invoicing, Payroll Taxes, Process Improvement, Workers Compensation, Customer Service, Accounts Payable, Microsoft Excel, Adjustments, Health Insurance, Invoice Processing, Financial Reporting, Employee Relations, Employee Benefits, Accounts Receivable, HRIS, Financial Audits, Internal Audit, Microsoft SQL Server, Team Building, Performance Management, Microsoft Office, Tax Accounting, Tax Preparation, Corporate Tax, Tax Returns
Education
Paradise Valley Community College 2007 — 2009
Jennifer Swazo Jennifer Swazo's Pacific Life Experience August 2015 - Present
Job Vendor Management at Pacific Life
Industry Financial Services
Experience
Pacific Life August 2015 - Present
Penn Mutual September 2013 - August 2015
Penn Mutual February 2010 - September 2013
Pacific Life July 2003 - February 2010
PAN AMERICAN LIFE INSURANCE COMPANY July 2002 - June 2003
ING LIFE GROUP December 1994 - February 2002
Education
Regis University
MSM
Regis University
BS
Pacific Life August 2015 - Present
Penn Mutual September 2013 - August 2015
Penn Mutual February 2010 - September 2013
Pacific Life July 2003 - February 2010
PAN AMERICAN LIFE INSURANCE COMPANY July 2002 - June 2003
ING LIFE GROUP December 1994 - February 2002
Education
Regis University
MSM
Regis University
BS
Erin Hennessey, ASA, CERA, MAAA's Pacific Life Experience July 2014 - Present
Job Assistant Actuary at Pacific Life
Industry Financial Services
Experience
Pacific Life July 2014 - Present
Lincoln Financial Group June 2011 - June 2014
Lincoln Financial Group May 2010 - August 2010
Lincoln Financial Group May 2009 - August 2009
Skills
Microsoft Excel, VBA, SAS, MG-Triton, MG-ALFA, HTML, JavaScript
Education
Purdue University 2007 — 2011
Bachelor of Science (BS), Actuarial Science, GPA: 3.75
Purdue University 2007 — 2011
Bachelor of Science (BS), Statistics, GPA: 3.75
Pacific Life July 2014 - Present
Lincoln Financial Group June 2011 - June 2014
Lincoln Financial Group May 2010 - August 2010
Lincoln Financial Group May 2009 - August 2009
Skills
Microsoft Excel, VBA, SAS, MG-Triton, MG-ALFA, HTML, JavaScript
Education
Purdue University 2007 — 2011
Bachelor of Science (BS), Actuarial Science, GPA: 3.75
Purdue University 2007 — 2011
Bachelor of Science (BS), Statistics, GPA: 3.75
David Arnobit David Arnobit's Pacific Life Experience February 2010 - Present
Job Field Vice President, Select Markets Southwest Region
Industry Financial Services
Experience
Pacific Life February 2010 - Present
Pacific Life February 2010 - April 2012
Pacific Life Annuities and Mutual Funds October 2000 - 2009
Skills
Life Insurance, Series 6, Variable Annuities, Series 63, Retirement Planning, Financial Advisory, Territory Management, Public Speaking, Relationship Management, Strategic Marketing, Business Development, Concept Knowledge
Education
University of La Verne 2006 — 2008
B.S, Business Management
Saddleback College 2004 — 2007
Associates, Business
Pacific Life February 2010 - Present
Pacific Life February 2010 - April 2012
Pacific Life Annuities and Mutual Funds October 2000 - 2009
Skills
Life Insurance, Series 6, Variable Annuities, Series 63, Retirement Planning, Financial Advisory, Territory Management, Public Speaking, Relationship Management, Strategic Marketing, Business Development, Concept Knowledge
Education
University of La Verne 2006 — 2008
B.S, Business Management
Saddleback College 2004 — 2007
Associates, Business
Elizabeth Beaubien's Pacific Life Experience September 2014 - Present
Job Digital Marketing Coordinator at Pacific Life
Industry Marketing and Advertising
Experience
Pacific Life September 2014 - Present
LaborLawCenter June 2012 - September 2014
CMA CGM March 2011 - April 2012
Coach June 2007 - March 2011
Victoria's Secret May 2004 - June 2007
Skills
Marketing Strategy, QuickBooks, Accurate Data Entry, Access, UPS Shipping, Marketing Research, Google Analytics, Retail, CRM, Project Management, Database Applications, FedEx, Email Marketing Software, Customer Service..., IVR, SurveyMonkey, E-commerce Optimization, Business Communications, Internal Communications, Adobe Photoshop, Microsoft Office Suite, Adobe InDesign
Education
Old Dominion University 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies, 3.7
Catholic High School
Pacific Life September 2014 - Present
LaborLawCenter June 2012 - September 2014
CMA CGM March 2011 - April 2012
Coach June 2007 - March 2011
Victoria's Secret May 2004 - June 2007
Skills
Marketing Strategy, QuickBooks, Accurate Data Entry, Access, UPS Shipping, Marketing Research, Google Analytics, Retail, CRM, Project Management, Database Applications, FedEx, Email Marketing Software, Customer Service..., IVR, SurveyMonkey, E-commerce Optimization, Business Communications, Internal Communications, Adobe Photoshop, Microsoft Office Suite, Adobe InDesign
Education
Old Dominion University 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies, 3.7
Catholic High School
Angel Jain, ACS, PCS, AIAA's Pacific Life Experience January 2002 - August 2007
Job Global Central AML Team at IFS, a division of State Street Bank
Industry Financial Services
Experience
International Fund Services (Ireland) Ltd, A State Street Company October 2012 - Present
Proverian Capital, LLC October 2007 - November 2011
Pacific Life January 2002 - August 2007
Viking SupplyNet September 1998 - December 2001
American Airlines August 1997 - July 1998
Skills
Proactivity, Project Management, Creative Writing, Due Diligence, Life Settlements, Hedge Funds, KYC, Training, Proofreading, Anti Money Laundering..., Document Drafting, Client Relationship..., Highly Adaptable, Team Management, OFAC, Internal Customer..., Independent Thinker, Attitude, SharePoint, Access, Editing, Microsoft Office, Universal Life, Variable Life, Compensation, Cash Handling, Supervisory Experience, Staff Training, Customer Retention, Questionnaires, Intercultural..., International Relations, DDQ, Compliance, Regulatory Affairs, Legal Compliance, Legal Documentation, Internal Communications, Project Coordination, White Papers, Self Starter, Report Generation, Corporate Blogging, Remediation, Humorist, Analysis, Insurance, Financial Risk, Management, Leadership
Education
North Central College 1993 — 1997
BA
York Community High School 1989 — 1993
International Fund Services (Ireland) Ltd, A State Street Company October 2012 - Present
Proverian Capital, LLC October 2007 - November 2011
Pacific Life January 2002 - August 2007
Viking SupplyNet September 1998 - December 2001
American Airlines August 1997 - July 1998
Skills
Proactivity, Project Management, Creative Writing, Due Diligence, Life Settlements, Hedge Funds, KYC, Training, Proofreading, Anti Money Laundering..., Document Drafting, Client Relationship..., Highly Adaptable, Team Management, OFAC, Internal Customer..., Independent Thinker, Attitude, SharePoint, Access, Editing, Microsoft Office, Universal Life, Variable Life, Compensation, Cash Handling, Supervisory Experience, Staff Training, Customer Retention, Questionnaires, Intercultural..., International Relations, DDQ, Compliance, Regulatory Affairs, Legal Compliance, Legal Documentation, Internal Communications, Project Coordination, White Papers, Self Starter, Report Generation, Corporate Blogging, Remediation, Humorist, Analysis, Insurance, Financial Risk, Management, Leadership
Education
North Central College 1993 — 1997
BA
York Community High School 1989 — 1993
Melody Gunadi Melody Gunadi's Pacific Life Experience July 2012 - April 2013
Job Licensing Assistant at Pacific Life
Industry E-Learning
Experience
Pacific Life July 2012 - April 2013
Law Office of Sunil Brahmbhatt January 2012 - March 2012
Montessori Funtime Preschool May 2011 - March 2012
Paragon Law Center, PC October 2011 - December 2011
Cross Cultural Center July 2011 - September 2011
Arcadia Historical Museum (Ruth and Charles Gibb) April 2008 - September 2008
Skills
Leadership, Research, PowerPoint, Teaching, Microsoft Office, Social Media, Microsoft Excel, Non-profits, Microsoft Word, Public Speaking, Event Planning, Fundraising, Outlook, Marketing Strategy, Curriculum Design, Analysis, Marketing, Data Entry, English, Customer Service, Recruiting, Event Management, Social Networking, Team Leadership, Social Media Marketing, Public Relations, Lesson Planning, Access, Community Outreach, Data Analysis
Education
University of California, Irvine 2010 — 2012
B.A., History
Pasadena City College 2008 — 2010
A.A, Social and Behavioral Sciences
Pacific Life July 2012 - April 2013
Law Office of Sunil Brahmbhatt January 2012 - March 2012
Montessori Funtime Preschool May 2011 - March 2012
Paragon Law Center, PC October 2011 - December 2011
Cross Cultural Center July 2011 - September 2011
Arcadia Historical Museum (Ruth and Charles Gibb) April 2008 - September 2008
Skills
Leadership, Research, PowerPoint, Teaching, Microsoft Office, Social Media, Microsoft Excel, Non-profits, Microsoft Word, Public Speaking, Event Planning, Fundraising, Outlook, Marketing Strategy, Curriculum Design, Analysis, Marketing, Data Entry, English, Customer Service, Recruiting, Event Management, Social Networking, Team Leadership, Social Media Marketing, Public Relations, Lesson Planning, Access, Community Outreach, Data Analysis
Education
University of California, Irvine 2010 — 2012
B.A., History
Pasadena City College 2008 — 2010
A.A, Social and Behavioral Sciences
Purbali Sinha's Pacific Life Experience November 2013 - July 2014
Job Accounts Receivable Specialist at BigRentz.com
Industry Financial Services
Experience
BigRentz.com July 2014 - Present
Pacific Life November 2013 - July 2014
Residential Wholesale Mortgage, Inc. August 2012 - October 2013
Residential Wholesale Mortgage, Inc. July 2011 - August 2012
Taste Buds December 2009 - December 2011
National Marketing Solutions March 2009 - August 2009
Hoag Hospital September 2004 - June 2008
Skills
Microsoft Office, Excel, Word, PowerPoint, Notary Public, Data Analysis, Verification, Funding, Compliance, Residential Mortgages, Loans, Microsoft Word, Microsoft Excel, Mortgage Lending, FHA, Software Documentation, Budgets
Education
University of California, San Diego 2010 — 2012
Bachelor of Arts (B.A.), Economics
Orange Coast College 2008 — 2010
Associate's degree, Economics
Huntington Beach High School 2004 — 2008
BigRentz.com July 2014 - Present
Pacific Life November 2013 - July 2014
Residential Wholesale Mortgage, Inc. August 2012 - October 2013
Residential Wholesale Mortgage, Inc. July 2011 - August 2012
Taste Buds December 2009 - December 2011
National Marketing Solutions March 2009 - August 2009
Hoag Hospital September 2004 - June 2008
Skills
Microsoft Office, Excel, Word, PowerPoint, Notary Public, Data Analysis, Verification, Funding, Compliance, Residential Mortgages, Loans, Microsoft Word, Microsoft Excel, Mortgage Lending, FHA, Software Documentation, Budgets
Education
University of California, San Diego 2010 — 2012
Bachelor of Arts (B.A.), Economics
Orange Coast College 2008 — 2010
Associate's degree, Economics
Huntington Beach High School 2004 — 2008
Joy Muehlenbein Joy Muehlenbein's Pacific Life Experience August 2013 - Present
Job Sr. SharePoint Administrator at Pacific Life
Industry Information Technology and Services
Experience
Pacific Life August 2013 - Present
Toyota Financial Services June 2012 - June 2013
SAIC February 2012 - June 2012
San Diego Unified School District September 2002 - February 2012
Designed Internet Solutions August 2001 - May 2002
Novel Products, Inc January 1994 - March 2002
Accredited Home Lenders January 1999 - July 2001
Textron Fastening Systems (former division of Textron Inc) January 1995 - January 1998
Skills
SharePoint, Troubleshooting, XML, Visio, JavaScript, MOSS, InfoPath, SharePoint Designer, Microsoft Office..., HTML, Windows Server, Project Server, Microsoft SQL Server, Powershell, IIS, Program Management, Active Directory, CSS
Education
Northern Illinois University 1989 — 1993
Bachelor of Science, Family and Child Studies
OCSPUG
OCSPUG
Pacific Life August 2013 - Present
Toyota Financial Services June 2012 - June 2013
SAIC February 2012 - June 2012
San Diego Unified School District September 2002 - February 2012
Designed Internet Solutions August 2001 - May 2002
Novel Products, Inc January 1994 - March 2002
Accredited Home Lenders January 1999 - July 2001
Textron Fastening Systems (former division of Textron Inc) January 1995 - January 1998
Skills
SharePoint, Troubleshooting, XML, Visio, JavaScript, MOSS, InfoPath, SharePoint Designer, Microsoft Office..., HTML, Windows Server, Project Server, Microsoft SQL Server, Powershell, IIS, Program Management, Active Directory, CSS
Education
Northern Illinois University 1989 — 1993
Bachelor of Science, Family and Child Studies
OCSPUG
OCSPUG
Therese (TC) McNutt Therese (TC) McNutt's Pacific Life Experience August 2001 - February 2012
Job Experienced IT Developer, Application Analyst, Project Manager
Industry Information Technology and Services
Experience
Bankruptcy Management Solutions, Inc. July 2012 - February 2013
Pacific Life August 2001 - February 2012
Pacific Life 2001 - 2012
Accenture 1997 - 2001
PacifiCare Health Systems 1988 - 1997
Parker Hannifin 1978 - 1988
Skills
Microsoft SQL Server, Business Requirements, Databases, Requirements Gathering, Software Documentation, SDLC, SQL
Education
La Quinta High School
Orange Coast College
Computer Science
University of Colorado at Denver
Practitioner Certificate Program in Project Management
Bankruptcy Management Solutions, Inc. July 2012 - February 2013
Pacific Life August 2001 - February 2012
Pacific Life 2001 - 2012
Accenture 1997 - 2001
PacifiCare Health Systems 1988 - 1997
Parker Hannifin 1978 - 1988
Skills
Microsoft SQL Server, Business Requirements, Databases, Requirements Gathering, Software Documentation, SDLC, SQL
Education
La Quinta High School
Orange Coast College
Computer Science
University of Colorado at Denver
Practitioner Certificate Program in Project Management
Gina (Mohi) Salzman Gina (Mohi) Salzman's Pacific Life Experience August 2011 - Present
Job Director, Enterprise Learning at Pacific Life
Industry Financial Services
Experience
Pacific Life August 2011 - Present
Skilled Healthcare August 2009 - September 2011
The Capital Group Companies September 2003 - March 2009
Charter Communications July 2002 - March 2003
Teligent October 1999 - April 2001
Media One October 1996 - September 1999
First Interstate Financial Corp. August 1987 - September 1996
Education
Occidental College 1983 — 1987
AB, Diplomacy & World Affairs
Pacific Life August 2011 - Present
Skilled Healthcare August 2009 - September 2011
The Capital Group Companies September 2003 - March 2009
Charter Communications July 2002 - March 2003
Teligent October 1999 - April 2001
Media One October 1996 - September 1999
First Interstate Financial Corp. August 1987 - September 1996
Education
Occidental College 1983 — 1987
AB, Diplomacy & World Affairs
Fred Delariva's Pacific Life Experience June 2013 - Present
Job Over 14 years of financial services marketing management experience.
Industry Insurance
Experience
Pacific Life June 2013 - Present
Orange County Chapter of the American Marketing Association 2014 - 2014
Orange County Chapter of the American Marketing Association 2013 - 2014
Pacific Life February 2008 - June 2013
Education
Regis University 2008 — 2014
Bachelor's Degree, Marketing
Pacific Life June 2013 - Present
Orange County Chapter of the American Marketing Association 2014 - 2014
Orange County Chapter of the American Marketing Association 2013 - 2014
Pacific Life February 2008 - June 2013
Education
Regis University 2008 — 2014
Bachelor's Degree, Marketing
Pamela Kelly Pamela Kelly's Pacific Life Experience February 2015 - Present
Job Director, PMO, Project Management Center of Excellence at Pacific Life
Industry Information Technology and Services
Experience
Pacific Life February 2015 - Present
Independent Consultant November 2014 - January 2015
Farmers Insurance May 2013 - October 2014
Cinedigm Digital Cinema Corp. May 2011 - April 2013
Bank of America 2005 - 2010
Technical Connections 2004 - 2005
Warner Bros. Entertainment Group of Companies 2000 - 2004
The Capital Group Companies Inc. 1993 - 2000
Accenture 1982 - 1993
Skills
Project Management, Cloud Computing, Management, Strategy, Business Process..., Business Process, Project Planning, Leadership, Strategic Partnerships, Entertainment, Business Analysis, Vendor Management, SaaS, Customer Service, Digital Media, Consulting, Start-ups, CRM, IT Strategy, SDLC, Human Resources, Software Development, Program Management, Process Improvement, Product Management, New Media, Risk Management
Education
Rice University 1978 — 1982
B.A., Mathmatical Sciences, Managerial Studies
Narbonne High School
Pacific Life February 2015 - Present
Independent Consultant November 2014 - January 2015
Farmers Insurance May 2013 - October 2014
Cinedigm Digital Cinema Corp. May 2011 - April 2013
Bank of America 2005 - 2010
Technical Connections 2004 - 2005
Warner Bros. Entertainment Group of Companies 2000 - 2004
The Capital Group Companies Inc. 1993 - 2000
Accenture 1982 - 1993
Skills
Project Management, Cloud Computing, Management, Strategy, Business Process..., Business Process, Project Planning, Leadership, Strategic Partnerships, Entertainment, Business Analysis, Vendor Management, SaaS, Customer Service, Digital Media, Consulting, Start-ups, CRM, IT Strategy, SDLC, Human Resources, Software Development, Program Management, Process Improvement, Product Management, New Media, Risk Management
Education
Rice University 1978 — 1982
B.A., Mathmatical Sciences, Managerial Studies
Narbonne High School
Rayissa Palmer Rayissa Palmer's Pacific Life Experience May 2008 - April 2009
Job Sales Representative, Team Sandy Bodnar at RE/MAX Professionals Inc., Brokerage
Industry Real Estate
Experience
RE/MAX Professionals Inc., Brokerage February 2012 - Present
Chique and Unique Home Staging September 2010 - Present
Marketing Consultant November 2010 - September 2011
AEGON August 2009 - October 2010
Pacific Life May 2008 - April 2009
Scottish Re May 2006 - April 2008
RED F June 2004 - May 2006
Bank of America 2002 - June 2004
AETN Networks 1998 - 2001
ESPN 1997 - 1998
Skills
New Business Development, Six Sigma, Corporate Law, Leadership, Marketing, Strategic Planning, Digital Marketing, Marketing Communications, Marketing Strategy, Online Advertising, Account Management, Project Management, Advertising, Email Marketing, Direct Marketing, Social Media Marketing, Business Strategy, Social Media, Budgets, Product Management, Sales, Event Planning, Strategy, Brand Development, Real Estate, Integrated Marketing, Selling
Education
Oakland University 1991 — 1996
BA, History
RE/MAX Professionals Inc., Brokerage February 2012 - Present
Chique and Unique Home Staging September 2010 - Present
Marketing Consultant November 2010 - September 2011
AEGON August 2009 - October 2010
Pacific Life May 2008 - April 2009
Scottish Re May 2006 - April 2008
RED F June 2004 - May 2006
Bank of America 2002 - June 2004
AETN Networks 1998 - 2001
ESPN 1997 - 1998
Skills
New Business Development, Six Sigma, Corporate Law, Leadership, Marketing, Strategic Planning, Digital Marketing, Marketing Communications, Marketing Strategy, Online Advertising, Account Management, Project Management, Advertising, Email Marketing, Direct Marketing, Social Media Marketing, Business Strategy, Social Media, Budgets, Product Management, Sales, Event Planning, Strategy, Brand Development, Real Estate, Integrated Marketing, Selling
Education
Oakland University 1991 — 1996
BA, History
Ryan Johnson,CRC® Ryan Johnson,CRC®'s Pacific Life Experience October 2003 - Present
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life October 2003 - Present
State Farm December 2002 - September 2003
Van Kampen Investments February 2001 - November 2002
Skills
Variable Annuities, iPad, Series 6, Series 7, Series 63, Fixed Annuities, Asset Allocation, Business Development, Coaching, Financial Services, Mutual Funds, Retirement Planning, Social Security, Indexed Annuities, Life Insurance, Microsoft PowerPoint
Education
University of Dubuque 1998 — 2000
Bachelor of Business Administration (BBA), Finance, General
North Iowa Area Community College 1996 — 1998
Liberal Arts and Sciences/Liberal Studies
Pacific Life October 2003 - Present
State Farm December 2002 - September 2003
Van Kampen Investments February 2001 - November 2002
Skills
Variable Annuities, iPad, Series 6, Series 7, Series 63, Fixed Annuities, Asset Allocation, Business Development, Coaching, Financial Services, Mutual Funds, Retirement Planning, Social Security, Indexed Annuities, Life Insurance, Microsoft PowerPoint
Education
University of Dubuque 1998 — 2000
Bachelor of Business Administration (BBA), Finance, General
North Iowa Area Community College 1996 — 1998
Liberal Arts and Sciences/Liberal Studies
Julie Makowski's Pacific Life Experience July 1997 - April 2008
Job Sr. New Business Associate
Industry Financial Services
Experience
Penn Mutual May 2011 - Present
Northwestern Mutual April 2008 - July 2009
Pacific Life July 1997 - April 2008
Manulife Financial 1994 - 1997
Skills
Insurance
Education
Ultimate Medical Academy 2009 — 2011
Associates, Medical Billing and Coding
Riverside City College 1982 — 1983
Penn Mutual May 2011 - Present
Northwestern Mutual April 2008 - July 2009
Pacific Life July 1997 - April 2008
Manulife Financial 1994 - 1997
Skills
Insurance
Education
Ultimate Medical Academy 2009 — 2011
Associates, Medical Billing and Coding
Riverside City College 1982 — 1983
George Stott, ChFC, LUTCF George Stott, ChFC, LUTCF's Pacific Life Experience July 2001 - September 2004
Job Owner/Financial Advisor at Vector Investment Planning, LLC
Industry Financial Services
Experience
Vector Investment Planning, LLC March 2011 - Present
GlobalGreen Insurance Agency September 2010 - June 2011
Allstate February 2006 - September 2010
AXA Equitable September 2004 - December 2005
Pacific Life July 2001 - September 2004
ING August 1996 - June 2001
Delaware Investments 1991 - 1993
Education
Rowan University
Music Education
Vector Investment Planning, LLC March 2011 - Present
GlobalGreen Insurance Agency September 2010 - June 2011
Allstate February 2006 - September 2010
AXA Equitable September 2004 - December 2005
Pacific Life July 2001 - September 2004
ING August 1996 - June 2001
Delaware Investments 1991 - 1993
Education
Rowan University
Music Education
Susan Bader Susan Bader's Pacific Life Experience February 2005 - October 2010
Job National Sales Manager at Neiman Funds
Industry Investment Management
Experience
Neiman Funds December 2014 - Present
MetLife November 2010 - April 2014
Pacific Life February 2005 - October 2010
KeyBank 2000 - 2001
Skills
Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Health Insurance, Sales, Wealth Management, Financial Planning, Retirement, Retirement Planning, Series 7, Sales Operations, Series 63, Finance, Mutual Funds, Investments, Financial Planners, Marketing, 401k, Series 6, Financial Services, Asset Allocation
Education
Rochester Institute of Technology
Bachelor of Science (BS), Business Administration and Management, General
Neiman Funds December 2014 - Present
MetLife November 2010 - April 2014
Pacific Life February 2005 - October 2010
KeyBank 2000 - 2001
Skills
Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Health Insurance, Sales, Wealth Management, Financial Planning, Retirement, Retirement Planning, Series 7, Sales Operations, Series 63, Finance, Mutual Funds, Investments, Financial Planners, Marketing, 401k, Series 6, Financial Services, Asset Allocation
Education
Rochester Institute of Technology
Bachelor of Science (BS), Business Administration and Management, General
Kyle Kraszewski's Pacific Life Experience January 2014 - Present
Job Client Service Rep at Pacific Life
Industry Banking
Experience
Pacific Life January 2014 - Present
Bank of America February 2010 - January 2014
Bank of America August 2008 - February 2010
Education
Purdue University - Krannert School of Management 2004 — 2008
Bachelor of Science, Business Management
Pacific Life January 2014 - Present
Bank of America February 2010 - January 2014
Bank of America August 2008 - February 2010
Education
Purdue University - Krannert School of Management 2004 — 2008
Bachelor of Science, Business Management
Caroline Morey Caroline Morey's Pacific Life Experience 1996 - 1997
Job Studio Caroline Photo & Gala Celebrations
Industry Photography
Experience
Studio Caroline Photo and Gala Celebrations & Events January 1998 - Present
City of Anaheim July 2008 - June 2015
Pictage, Inc. 2001 - 2012
Tarsadia Hotels 2005 - 2008
California Pacific Homes 1996 - 1998
Pacific Life 1996 - 1997
Healthmap Manhattan Magazine 1993 - 1996
Index Stock Imagery 1993 - 1994
Jodi Buren Photography January 1990 - May 1993
Education
New York University 1989 — 1993
Bachelor of Fine Arts: Film, Photography
Studio Caroline Photo and Gala Celebrations & Events January 1998 - Present
City of Anaheim July 2008 - June 2015
Pictage, Inc. 2001 - 2012
Tarsadia Hotels 2005 - 2008
California Pacific Homes 1996 - 1998
Pacific Life 1996 - 1997
Healthmap Manhattan Magazine 1993 - 1996
Index Stock Imagery 1993 - 1994
Jodi Buren Photography January 1990 - May 1993
Education
New York University 1989 — 1993
Bachelor of Fine Arts: Film, Photography
John Wallin's Pacific Life Experience 1981 - 1991
Job Director, Talent Acquisition
Industry Information Technology and Services
Experience
Traust Consulting 2014 - Present
JCWallin 2001 - 2015
AllDigital,Inc. (ADGL) 2011 - 2014
O'Shea Divine & Co. 2005 - 2007
A.T. Kearney (an EDS co. during tenure) 1999 - 2001
Heidrick & Struggles International (HSII) 1998 - 1999
Southern California Edison (EIX) 1996 - May 1998
techKnowledgE.com 1992 - 1996
Pacific Life 1981 - 1991
Skills
Strategy, Talent Management, Talent Acquisition, Business Development, Recruiting, Mergers & Acquisitions, Management, Leadership, Human Resources, Executive Search, Team Building, Consulting, Executive Management, Employee Relations, Project Management, Human Resource Planning, Social Media, Management Consulting, Onboarding, Retention Programs, Strategic Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management
B.Sc., cum laude
Traust Consulting 2014 - Present
JCWallin 2001 - 2015
AllDigital,Inc. (ADGL) 2011 - 2014
O'Shea Divine & Co. 2005 - 2007
A.T. Kearney (an EDS co. during tenure) 1999 - 2001
Heidrick & Struggles International (HSII) 1998 - 1999
Southern California Edison (EIX) 1996 - May 1998
techKnowledgE.com 1992 - 1996
Pacific Life 1981 - 1991
Skills
Strategy, Talent Management, Talent Acquisition, Business Development, Recruiting, Mergers & Acquisitions, Management, Leadership, Human Resources, Executive Search, Team Building, Consulting, Executive Management, Employee Relations, Project Management, Human Resource Planning, Social Media, Management Consulting, Onboarding, Retention Programs, Strategic Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management
B.Sc., cum laude
Trey Hancock's Pacific Life Experience December 1996 - October 1997
Job Managing Director, Institutional Services at Windhaven Investment Management
Industry Financial Services
Experience
Windhaven Investment Management June 2011 - Present
Fidelity Investments February 2003 - December 2010
The Burridge Group 2002 - 2003
Morgan Stanley Investment Management 1997 - 2002
Pacific Life December 1996 - October 1997
Related Capital Co February 1996 - October 1996
NUVEEN & CO November 1991 - February 1996
Skills
Series 65
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
B.S., Business Administration
Quinlan School of Business, Loyola University Chicago 1991 — 1995
MBA, Finance
Windhaven Investment Management June 2011 - Present
Fidelity Investments February 2003 - December 2010
The Burridge Group 2002 - 2003
Morgan Stanley Investment Management 1997 - 2002
Pacific Life December 1996 - October 1997
Related Capital Co February 1996 - October 1996
NUVEEN & CO November 1991 - February 1996
Skills
Series 65
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
B.S., Business Administration
Quinlan School of Business, Loyola University Chicago 1991 — 1995
MBA, Finance
Victor Modugno Victor Modugno's Pacific Life Experience April 1980 - April 1986
Job Consulting Actuary
Industry Financial Services
Experience
internetactuary.com April 2000 - Present
Transamerica Life Insurance Company March 1990 - March 2000
Executive Life April 1986 - April 1990
Pacific Life April 1980 - April 1986
MetLife June 1971 - April 1980
Skills
Fixed Annuities, Pensions, ERISA, Funding, Accounting, Pension Funds, Liability, Actuarial Science, Retirement, Defined Benefit, ALM, Financial Risk, Financial Modeling, Valuation, Investments, Risk Management, Enterprise Risk..., Life Insurance, Employee Benefits, Retirement Plan..., Reinsurance
Education
Queens College 1967 — 1971
Bachelor of Arts (B.A.), Economics, 3.6
internetactuary.com April 2000 - Present
Transamerica Life Insurance Company March 1990 - March 2000
Executive Life April 1986 - April 1990
Pacific Life April 1980 - April 1986
MetLife June 1971 - April 1980
Skills
Fixed Annuities, Pensions, ERISA, Funding, Accounting, Pension Funds, Liability, Actuarial Science, Retirement, Defined Benefit, ALM, Financial Risk, Financial Modeling, Valuation, Investments, Risk Management, Enterprise Risk..., Life Insurance, Employee Benefits, Retirement Plan..., Reinsurance
Education
Queens College 1967 — 1971
Bachelor of Arts (B.A.), Economics, 3.6
Michael Casey III Michael Casey III's Pacific Life Experience August 2003 - July 2004
Job Assistant Vice President Investments and Real Estate
Industry Financial Services
Experience
Whittier Trust Company June 2009 - Present
American Funds July 2005 - July 2006
Pacific Life August 2003 - July 2004
Cushman & Wakefield May 2000 - August 2000
Jones Lang Wooton May 1998 - August 1998
Jones Lang Wooton May 1997 - August 1997
Skills
Asset Allocation, Retirement Planning, Customer Service, RFP, Investments, Equity Research, Alternative Investments, Asset Managment, Investment Strategies, Portfolio Management, Fixed Income, Equities, Mutual Funds, Investment Advisory, Wealth Management, Series 7, Finance, Asset Management, Securities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
Master of Business Administration (M.B.A.), Dispute Resolution
Saint Mary's College of California 1996 — 2001
BA, Business Administration
Maranatha High School 1994 — 1996
Diploma, GE
Stanley 1980 — 1981
Burton Valley
San Marino High School
Whittier Trust Company June 2009 - Present
American Funds July 2005 - July 2006
Pacific Life August 2003 - July 2004
Cushman & Wakefield May 2000 - August 2000
Jones Lang Wooton May 1998 - August 1998
Jones Lang Wooton May 1997 - August 1997
Skills
Asset Allocation, Retirement Planning, Customer Service, RFP, Investments, Equity Research, Alternative Investments, Asset Managment, Investment Strategies, Portfolio Management, Fixed Income, Equities, Mutual Funds, Investment Advisory, Wealth Management, Series 7, Finance, Asset Management, Securities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
Master of Business Administration (M.B.A.), Dispute Resolution
Saint Mary's College of California 1996 — 2001
BA, Business Administration
Maranatha High School 1994 — 1996
Diploma, GE
Stanley 1980 — 1981
Burton Valley
San Marino High School
Robert (Bob) Beswick, CFP®,CLU,ChFC® Robert (Bob) Beswick, CFP®,CLU,ChFC®'s Pacific Life Experience 1991 - 1996
Job LPL Registered Principal, Financial Advisor @ PREISZ Financial
Industry Investment Management
Experience
PREISZ Financial 2010 - Present
LPL Financial 2009 - Present
Independent Agent 1996 - Present
Pacific Life 1991 - 1996
MassMutual Financial Group 1983 - 1991
Nationwide Insurance 1980 - 1983
Skills
Retirement Planning, Disability Insurance, Life Insurance, Financial Advisory, Insurance, Employee Benefits, Securities, Strategic Financial..., 401k, Equities, Mutual Funds, Health Insurance, Investments, Wealth Management, Finance, Strategic Planning
Education
University of Oregon
B.S., Business Administration
Oregon State University 1971 — 1972
Under Graduate Work
PREISZ Financial 2010 - Present
LPL Financial 2009 - Present
Independent Agent 1996 - Present
Pacific Life 1991 - 1996
MassMutual Financial Group 1983 - 1991
Nationwide Insurance 1980 - 1983
Skills
Retirement Planning, Disability Insurance, Life Insurance, Financial Advisory, Insurance, Employee Benefits, Securities, Strategic Financial..., 401k, Equities, Mutual Funds, Health Insurance, Investments, Wealth Management, Finance, Strategic Planning
Education
University of Oregon
B.S., Business Administration
Oregon State University 1971 — 1972
Under Graduate Work
Alicia Scott, MDY's Pacific Life Experience May 2004 - July 2005
Job Social Media Management | Web Development
Industry Management Consulting
Experience
Introspect Consulting Group January 2014 - August 2015
US Army August 2013 - 2014
US Army November 2012 - June 2013
United States Department of Defense August 2011 - November 2012
US Army 2010 - 2011
Countrywide Financial May 2007 - September 2008
AXA Advisors August 2006 - May 2007
AIG Financial Services July 2005 - August 2006
Pacific Life May 2004 - July 2005
Compak Asset Management December 2003 - May 2004
Skills
Security Clearance, Military, Customer Service, Inventory Management, PowerPoint, Public Speaking, Event Planning, Military Experience, Military Operations, Government, DoD, Microsoft Office, Training, Team Building, International Relations, Research, Intelligence, Fundraising, Organizational..., Homeland Security, Leadership Development, Policy, Community Outreach, Conflict Resolution, Strategic Planning, Nonprofits, Public Relations, Command, Government Contracting, Leadership, Microsoft Word, Policy Analysis, Coaching, Information Assurance, Staff Development, Analysis, National Security, Microsoft Excel, Proposal Writing, Supervisory Skills, Program Management, Intelligence Analysis, Army, Operational Planning, Time Management, Security, Program Development, Human Resources, Management, Volunteer Management
Education
Norwich University 2011 — 2013
Master of Arts (M.A.), Diplomacy and International Commerce
University of Maryland University College
Bachelor of Science (BS), Political Science and Government
Introspect Consulting Group January 2014 - August 2015
US Army August 2013 - 2014
US Army November 2012 - June 2013
United States Department of Defense August 2011 - November 2012
US Army 2010 - 2011
Countrywide Financial May 2007 - September 2008
AXA Advisors August 2006 - May 2007
AIG Financial Services July 2005 - August 2006
Pacific Life May 2004 - July 2005
Compak Asset Management December 2003 - May 2004
Skills
Security Clearance, Military, Customer Service, Inventory Management, PowerPoint, Public Speaking, Event Planning, Military Experience, Military Operations, Government, DoD, Microsoft Office, Training, Team Building, International Relations, Research, Intelligence, Fundraising, Organizational..., Homeland Security, Leadership Development, Policy, Community Outreach, Conflict Resolution, Strategic Planning, Nonprofits, Public Relations, Command, Government Contracting, Leadership, Microsoft Word, Policy Analysis, Coaching, Information Assurance, Staff Development, Analysis, National Security, Microsoft Excel, Proposal Writing, Supervisory Skills, Program Management, Intelligence Analysis, Army, Operational Planning, Time Management, Security, Program Development, Human Resources, Management, Volunteer Management
Education
Norwich University 2011 — 2013
Master of Arts (M.A.), Diplomacy and International Commerce
University of Maryland University College
Bachelor of Science (BS), Political Science and Government
ana eneim's Pacific Life Experience September 2002 - August 2006
Job Administrative Assistant
Industry Management Consulting
Experience
KPC Global Management January 2014 - Present
Ramona VNA & Hospice March 2007 - December 2013
Veritude Staffing 2006 - 2007
Veritude Staffing 2006 - 2007
Pacific Life September 2002 - August 2006
AIG SunAmerica January 1994 - February 2001
Skills
Accounting, Collections, Accounts..., ADP Payroll, Taleo, Access, Bilingual-English/Spanis..., Medicare, Financial Statements, Account Reconciliation, Claim, Invoicing, Cash Management, Employee Benefits, Analysis, Benefits Administration, Outlook, Insurance, 10 Key, Microsoft Access, Team Building, Customer Service, Leadership, Healthcare, Management, Process Improvement
Education
UEI 2010 — 2011
certificate, Medical Insurance Specialist/Medical Biller
Pasadena City College
KPC Global Management January 2014 - Present
Ramona VNA & Hospice March 2007 - December 2013
Veritude Staffing 2006 - 2007
Veritude Staffing 2006 - 2007
Pacific Life September 2002 - August 2006
AIG SunAmerica January 1994 - February 2001
Skills
Accounting, Collections, Accounts..., ADP Payroll, Taleo, Access, Bilingual-English/Spanis..., Medicare, Financial Statements, Account Reconciliation, Claim, Invoicing, Cash Management, Employee Benefits, Analysis, Benefits Administration, Outlook, Insurance, 10 Key, Microsoft Access, Team Building, Customer Service, Leadership, Healthcare, Management, Process Improvement
Education
UEI 2010 — 2011
certificate, Medical Insurance Specialist/Medical Biller
Pasadena City College
Alicia Goddard's Pacific Life Experience April 2015 - Present
Job Lead Business Analyst at Pacific Life
Industry Insurance
Experience
Pacific Life April 2015 - Present
Pacific Life August 2012 - April 2015
Pacific Life July 2011 - August 2012
Pacific Life July 2007 - July 2011
Pacific Life February 2007 - July 2007
Pacific Life June 2006 - February 2007
Skills
Business Analysis, Insurance, Requirements Gathering, Visio, Microsoft Office, Process Improvement
Education
Saddleback College 2009 — 2010
General Studies
Saddleback College 2003 — 2005
General Studies
Pacific Life April 2015 - Present
Pacific Life August 2012 - April 2015
Pacific Life July 2011 - August 2012
Pacific Life July 2007 - July 2011
Pacific Life February 2007 - July 2007
Pacific Life June 2006 - February 2007
Skills
Business Analysis, Insurance, Requirements Gathering, Visio, Microsoft Office, Process Improvement
Education
Saddleback College 2009 — 2010
General Studies
Saddleback College 2003 — 2005
General Studies
Aju Mathai, MS, MBA's Pacific Life Experience February 2005 - September 2006
Job Lead, System Services / DBA at Jarden Consumer Solutions
Industry Consumer Goods
Experience
Jarden Consumer Solutions October 2014 - Present
Jarden Consumer Solutions February 2012 - October 2014
Bupa Latin America January 2010 - February 2012
VWCGlobal Inc March 2009 - September 2010
Bank Atlantic September 2006 - February 2009
Pacific Life February 2005 - September 2006
Comptek Solutions Inc July 2002 - October 2004
University of Colorado Health Sciences Center January 2000 - August 2002
B-TEN Systems Inc. March 1999 - July 2002
Kaiser Permanente March 1998 - January 1999
Skills
SSIS, SSRS, Data Warehousing, SQL Server, SQL, Microsoft SQL Server, Databases, SharePoint, Business Intelligence, SDLC, T-SQL, Access, Crystal Reports, Unix, Database Design, Oracle, Visual Basic, Integration, Software Development, Agile Methodologies, Testing, Database Administration, Troubleshooting, Visio, DB2, Requirements Analysis, Servers, Business Objects, Security, System Administration, Business Analysis, Analysis, ETL, SQL Tuning, Data Migration, Stored Procedures, Disaster Recovery
Education
University of Miami - School of Business 2006 — 2007
MBA, Management
Regis University 2002 — 2004
M.S., Information Technology
University of Colorado Denver 1994 — 1999
B.S., Civil Engineering
Jarden Consumer Solutions October 2014 - Present
Jarden Consumer Solutions February 2012 - October 2014
Bupa Latin America January 2010 - February 2012
VWCGlobal Inc March 2009 - September 2010
Bank Atlantic September 2006 - February 2009
Pacific Life February 2005 - September 2006
Comptek Solutions Inc July 2002 - October 2004
University of Colorado Health Sciences Center January 2000 - August 2002
B-TEN Systems Inc. March 1999 - July 2002
Kaiser Permanente March 1998 - January 1999
Skills
SSIS, SSRS, Data Warehousing, SQL Server, SQL, Microsoft SQL Server, Databases, SharePoint, Business Intelligence, SDLC, T-SQL, Access, Crystal Reports, Unix, Database Design, Oracle, Visual Basic, Integration, Software Development, Agile Methodologies, Testing, Database Administration, Troubleshooting, Visio, DB2, Requirements Analysis, Servers, Business Objects, Security, System Administration, Business Analysis, Analysis, ETL, SQL Tuning, Data Migration, Stored Procedures, Disaster Recovery
Education
University of Miami - School of Business 2006 — 2007
MBA, Management
Regis University 2002 — 2004
M.S., Information Technology
University of Colorado Denver 1994 — 1999
B.S., Civil Engineering
Dan Appel LUTCF's Pacific Life Experience August 1999 - September 2001
Job Business Builder
Industry Insurance
Experience
Greater Midwest Insurance. May 2015 - Present
Symmetry Financial Group April 2013 - February 2014
Charter Business 2014 - 2014
Wells Fargo Insurance June 2009 - March 2013
Rochester Minnesota January 2008 - January 2009
Rochester Minnesota March 2003 - January 2008
Beneficial 2003 - 2003
Pacific Life August 1999 - September 2001
Financial Planning 1987 - 1999
Skills
Underwriting, Banking, Insurance, Credit, Mortgage Lending, Loans, Sales, Series 63, Relationship Management, Portfolio Management, Customer Service, Sales Management, Risk Management, Investments, Wealth Management, Cross Selling, Financial Analysis, Credit Analysis, Retirement Planning, Fixed Annuities, Term Life Insurance, Finance, Strategic Financial..., Long-term Care, Leadership, Training, Mutual Funds, Financial Services, Sales Process, Financial Planning, Disability Insurance, Life Insurance, Retirement, Team Building, Marketing, Whole Life, Health Insurance, Management, Universal Life, Employee Benefits, 401k, Small Business
Education
Rochester Community and Technical College 1981 — 1982
MASS MEDIA TECHNOLOGY, Mass Media Technology.
Elgin-Millville High School 1976 — 1980
Diploma, Diploma
Greater Midwest Insurance. May 2015 - Present
Symmetry Financial Group April 2013 - February 2014
Charter Business 2014 - 2014
Wells Fargo Insurance June 2009 - March 2013
Rochester Minnesota January 2008 - January 2009
Rochester Minnesota March 2003 - January 2008
Beneficial 2003 - 2003
Pacific Life August 1999 - September 2001
Financial Planning 1987 - 1999
Skills
Underwriting, Banking, Insurance, Credit, Mortgage Lending, Loans, Sales, Series 63, Relationship Management, Portfolio Management, Customer Service, Sales Management, Risk Management, Investments, Wealth Management, Cross Selling, Financial Analysis, Credit Analysis, Retirement Planning, Fixed Annuities, Term Life Insurance, Finance, Strategic Financial..., Long-term Care, Leadership, Training, Mutual Funds, Financial Services, Sales Process, Financial Planning, Disability Insurance, Life Insurance, Retirement, Team Building, Marketing, Whole Life, Health Insurance, Management, Universal Life, Employee Benefits, 401k, Small Business
Education
Rochester Community and Technical College 1981 — 1982
MASS MEDIA TECHNOLOGY, Mass Media Technology.
Elgin-Millville High School 1976 — 1980
Diploma, Diploma
Rachael Yohai's Pacific Life Experience May 2015 - Present
Job New Business Communication Coordinator at Pacific Life
Industry Financial Services
Experience
Pacific Life May 2015 - Present
Edward Jones May 2012 - May 2015
Edward Jones May 2014 - August 2014
Frieda's Inc. April 2011 - January 2014
Northern Arizona University February 2012 - May 2013
Skills
Marketing, Social Media Marketing, Marketing Communications, Social Media, Social Networking, Facebook, Teamwork, Leadership
Education
Northern Arizona University 2011 — 2015
Bachelor of Science (BS), Marketing and Finance
Pacific Life May 2015 - Present
Edward Jones May 2012 - May 2015
Edward Jones May 2014 - August 2014
Frieda's Inc. April 2011 - January 2014
Northern Arizona University February 2012 - May 2013
Skills
Marketing, Social Media Marketing, Marketing Communications, Social Media, Social Networking, Facebook, Teamwork, Leadership
Education
Northern Arizona University 2011 — 2015
Bachelor of Science (BS), Marketing and Finance
Dustin Beutin Dustin Beutin's Pacific Life Experience January 2012 - 2013
Job Internal Communications Manager at YouTube
Industry Computer Software
Experience
YouTube 2015 - Present
Velocify 2013 - 2015
Pacific Life January 2012 - 2013
BMS Bankruptcy Management Solutions, Inc. May 2011 - November 2012
Winebridge Distribution Services, Inc. May 2007 - May 2011
Teach For America 2003 - 2005
Skills
Writing, Content Strategy, Digital Media, Adobe Creative Suite, Screenwriting, Copywriting, Copy Editing, Technical Writing, Content Management, Web Content, Web Content Creation, Web Content Production, Web Content Management, Creative Writing, Confluence, Creative Strategy, Script Coverage, Knowledge Management, Information Management, Corporate Communications, Marketing Communications, Communications Planning, Internal Communications, Marketing, Social Media, Editing, Video Production, Television, Microsoft Office, Management, Social Media Marketing, Strategy, Product Marketing, Social Networking, Public Speaking, Project Management, Blogging, Event Planning, Research
Education
University of Southern California 2005 — 2007
MFA, Film
Purdue University
BA, History, Political Science
YouTube 2015 - Present
Velocify 2013 - 2015
Pacific Life January 2012 - 2013
BMS Bankruptcy Management Solutions, Inc. May 2011 - November 2012
Winebridge Distribution Services, Inc. May 2007 - May 2011
Teach For America 2003 - 2005
Skills
Writing, Content Strategy, Digital Media, Adobe Creative Suite, Screenwriting, Copywriting, Copy Editing, Technical Writing, Content Management, Web Content, Web Content Creation, Web Content Production, Web Content Management, Creative Writing, Confluence, Creative Strategy, Script Coverage, Knowledge Management, Information Management, Corporate Communications, Marketing Communications, Communications Planning, Internal Communications, Marketing, Social Media, Editing, Video Production, Television, Microsoft Office, Management, Social Media Marketing, Strategy, Product Marketing, Social Networking, Public Speaking, Project Management, Blogging, Event Planning, Research
Education
University of Southern California 2005 — 2007
MFA, Film
Purdue University
BA, History, Political Science
Jane Guon Jane Guon's Pacific Life Experience January 2011 - Present
Job Vice President and Corporate Secretary at Pacific Life
Industry Insurance
Experience
Pacific Life January 2011 - Present
Pacific Life April 2006 - January 2011
Pacific Life February 1995 - April 2006
Skills
Corporate Law, Corporate Governance, Legal Compliance, Legal Research, Litigation Management, Due Diligence
Education
Rocky Mountain College
Bachelor's Degree, Business Administration and Paralegal Certification
Pacific Life January 2011 - Present
Pacific Life April 2006 - January 2011
Pacific Life February 1995 - April 2006
Skills
Corporate Law, Corporate Governance, Legal Compliance, Legal Research, Litigation Management, Due Diligence
Education
Rocky Mountain College
Bachelor's Degree, Business Administration and Paralegal Certification
Stacy M Passeri Stacy M Passeri's Pacific Life Experience March 2000 - October 2001
Job Agency/Owner at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance January 2015 - Present
State Farm February 2013 - December 2014
KiteTale, LLC October 2008 - February 2013
HD9Solutions, LLC January 2007 - September 2008
Kerr Hill January 2002 - December 2003
Phoenix Wealth Management October 2001 - April 2002
Pacific Life March 2000 - October 2001
Ohio National Financial ServicesNorthern June 1995 - March 2000
Connecticut Mutual Financial Services September 1990 - June 1995
Shearson Lehman Brothers December 1985 - June 1990
Skills
Start-ups, CRM, Business Development, Leadership, Cross-functional Team..., Management, Training, Recruiting, Strategic Planning, Risk Management, Marketing, Change Management, Executive Management, Sales, Forecasting, Human Resources, Finance, Investments, Venture Capital, Agile Methodologies
Education
University of California, Berkeley 1979 — 1981
Political Science, Political Science, Foreign Languages
Ohlone College 1977 — 1979
A.A., Political Science, Foreign Languages
Washington HS 1974 — 1977
Farmers Insurance January 2015 - Present
State Farm February 2013 - December 2014
KiteTale, LLC October 2008 - February 2013
HD9Solutions, LLC January 2007 - September 2008
Kerr Hill January 2002 - December 2003
Phoenix Wealth Management October 2001 - April 2002
Pacific Life March 2000 - October 2001
Ohio National Financial ServicesNorthern June 1995 - March 2000
Connecticut Mutual Financial Services September 1990 - June 1995
Shearson Lehman Brothers December 1985 - June 1990
Skills
Start-ups, CRM, Business Development, Leadership, Cross-functional Team..., Management, Training, Recruiting, Strategic Planning, Risk Management, Marketing, Change Management, Executive Management, Sales, Forecasting, Human Resources, Finance, Investments, Venture Capital, Agile Methodologies
Education
University of California, Berkeley 1979 — 1981
Political Science, Political Science, Foreign Languages
Ohlone College 1977 — 1979
A.A., Political Science, Foreign Languages
Washington HS 1974 — 1977
Rob Francisco's Pacific Life Experience January 2000 - June 2003
Job Insurance Agent at Axis Insurance
Industry Insurance
Experience
Axis Insurance October 2015 - Present
Francisco Financial Solutions August 2012 - Present
BGA Insurance: A premier life insurance brokerage general agency July 2012 - August 2015
Minnesota Life February 2007 - July 2012
Penn Mutual September 2004 - January 2007
Niche Marketing July 2003 - August 2004
Pacific Life January 2000 - June 2003
Pacific Life June 1998 - December 1999
Pacific Life January 1996 - May 1998
The Koll Company June 1994 - December 1995
Skills
Insurance, Life Insurance, Disability Insurance, Retirement, Universal Life, Wealth Accumulation, Estate Planning, Long-term Care, Term Life Insurance, Financial Services, Long Term Care Insurance, Retirement Planning, Strategic Planning, Marketing Strategy, Underwriting, New Business Development, Brokers, Risk Management, Sales, Whole Life, Determined to Succeed, Persistence, Ingenuity, Creative Solutions, Intuitive Leadership, Versatility, Integrity, Branding/Product..., Client Relationship..., Consultative Selling, Problem Solving, Strategic..., Process Improvement, Marketing, Graphic Design, Logo Design, Fixed Annuities, Employee Benefits, Financial Planning, Leadership, Management, Investments, Health Insurance, Small Business, 401k, Wealth Management, Finance, Business Planning, Training, Mutual Funds
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
University of California, Irvine
BA
Axis Insurance October 2015 - Present
Francisco Financial Solutions August 2012 - Present
BGA Insurance: A premier life insurance brokerage general agency July 2012 - August 2015
Minnesota Life February 2007 - July 2012
Penn Mutual September 2004 - January 2007
Niche Marketing July 2003 - August 2004
Pacific Life January 2000 - June 2003
Pacific Life June 1998 - December 1999
Pacific Life January 1996 - May 1998
The Koll Company June 1994 - December 1995
Skills
Insurance, Life Insurance, Disability Insurance, Retirement, Universal Life, Wealth Accumulation, Estate Planning, Long-term Care, Term Life Insurance, Financial Services, Long Term Care Insurance, Retirement Planning, Strategic Planning, Marketing Strategy, Underwriting, New Business Development, Brokers, Risk Management, Sales, Whole Life, Determined to Succeed, Persistence, Ingenuity, Creative Solutions, Intuitive Leadership, Versatility, Integrity, Branding/Product..., Client Relationship..., Consultative Selling, Problem Solving, Strategic..., Process Improvement, Marketing, Graphic Design, Logo Design, Fixed Annuities, Employee Benefits, Financial Planning, Leadership, Management, Investments, Health Insurance, Small Business, 401k, Wealth Management, Finance, Business Planning, Training, Mutual Funds
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
University of California, Irvine
BA
Michael Doane Michael Doane's Pacific Life Experience May 2010 - August 2012
Job IT Service Desk Manager at TiVo
Industry Information Technology and Services
Experience
TiVo September 2015 - Present
Pacific Life May 2010 - August 2012
Pacific Life December 2006 - May 2010
Pacific Life January 2000 - December 2006
Skills
Active Directory, Agile Methodologies, Application Development, Business Systems..., Client Systems..., Customer Service, Databases, Enterprise Software, Financial Systems, ITIL, IT Service Management, Management, Microsoft Office, Microsoft Project, Microsoft SQL Server, Microsoft Windows, OSX, iOS, Project Planning, Project Management, ServiceNow, Service Desk Management, SharePoint, Software Development, Team Building, Vendor Management, IT Management
Education
Patten University 2014 — 2016
Associate of Arts - Business
TiVo September 2015 - Present
Pacific Life May 2010 - August 2012
Pacific Life December 2006 - May 2010
Pacific Life January 2000 - December 2006
Skills
Active Directory, Agile Methodologies, Application Development, Business Systems..., Client Systems..., Customer Service, Databases, Enterprise Software, Financial Systems, ITIL, IT Service Management, Management, Microsoft Office, Microsoft Project, Microsoft SQL Server, Microsoft Windows, OSX, iOS, Project Planning, Project Management, ServiceNow, Service Desk Management, SharePoint, Software Development, Team Building, Vendor Management, IT Management
Education
Patten University 2014 — 2016
Associate of Arts - Business
Krista Seaman's Pacific Life Experience March 2013 - April 2014
Job Production Manager
Industry Design
Experience
Tethos Creative July 2014 - Present
Navigator Legacy Partners, LLC March 2013 - Present
Pacific Life March 2013 - April 2014
Innovative Career Resources, Inc. 2013 - 2014
Custom Bodies Fitness, Inc. June 2012 - April 2013
Pacific Lutheran University 2009 - 2012
Capital Planning Group, LLC June 2006 - August 2008
Skills
Freelance Writing, Creative Writing, Editing, Copy Editing, Microsoft Office, Technical Writing, Procedure Manuals, Correspondences, Administrative Work, Social Media, Event Planning, Marketing Communications, Project Management, Research, Public Speaking, Social Media Marketing, Data Tracking, Administrative..., Promotions, Program Management, Text Editing, Office Administration, Photography, Blogging, Newsletters, Writing
Education
Pacific Lutheran University 2008 — 2012
Bachelor of Arts (BA), Creative Writing & Latin minor
Tethos Creative July 2014 - Present
Navigator Legacy Partners, LLC March 2013 - Present
Pacific Life March 2013 - April 2014
Innovative Career Resources, Inc. 2013 - 2014
Custom Bodies Fitness, Inc. June 2012 - April 2013
Pacific Lutheran University 2009 - 2012
Capital Planning Group, LLC June 2006 - August 2008
Skills
Freelance Writing, Creative Writing, Editing, Copy Editing, Microsoft Office, Technical Writing, Procedure Manuals, Correspondences, Administrative Work, Social Media, Event Planning, Marketing Communications, Project Management, Research, Public Speaking, Social Media Marketing, Data Tracking, Administrative..., Promotions, Program Management, Text Editing, Office Administration, Photography, Blogging, Newsletters, Writing
Education
Pacific Lutheran University 2008 — 2012
Bachelor of Arts (BA), Creative Writing & Latin minor
Kirill Nech Kirill Nech's Pacific Life Experience November 2013 - Present
Job Sr. Quantitative Analyst Portfolio Management, MBA Candidate
Industry Investment Management
Experience
Pacific Life November 2013 - Present
Pacific Life July 2011 - October 2013
State Street June 2008 - July 2011
Skills
Portfolio Management, Financial Statement..., Fixed Income, Credit Risk, Bloomberg, Derivatives, Equities, Swaps, Investments, Asset Management, Bonds, Microsoft Excel, Middle Office, Financial Markets, Settlement, Interest Rate..., Equity Derivatives, Bloomberg Terminal, Credit Derivatives, Investment Management, Interest Rate Swaps, Hedge Funds, Securities, Trading, Valuation, Microsoft Office
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of California, Irvine 2003 — 2007
Bachelor's Degree, Economics, Cum Laude
University of California, Irvine 2003 — 2007
Bachelor's Degree, International/Global Studies, Cum Laude
American University of Paris 2006 — 2006
UC Irvine Education Abroad Program
Pacific Life November 2013 - Present
Pacific Life July 2011 - October 2013
State Street June 2008 - July 2011
Skills
Portfolio Management, Financial Statement..., Fixed Income, Credit Risk, Bloomberg, Derivatives, Equities, Swaps, Investments, Asset Management, Bonds, Microsoft Excel, Middle Office, Financial Markets, Settlement, Interest Rate..., Equity Derivatives, Bloomberg Terminal, Credit Derivatives, Investment Management, Interest Rate Swaps, Hedge Funds, Securities, Trading, Valuation, Microsoft Office
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of California, Irvine 2003 — 2007
Bachelor's Degree, Economics, Cum Laude
University of California, Irvine 2003 — 2007
Bachelor's Degree, International/Global Studies, Cum Laude
American University of Paris 2006 — 2006
UC Irvine Education Abroad Program
Peggy Curcie's Pacific Life Experience 2003 - 2005
Job Platform Development Manager, Oracle ERP at American Express
Industry Information Technology and Services
Experience
American Express September 2013 - Present
American Express November 2011 - September 2013
American Express October 2007 - November 2011
Coda OnDemand, Inc. 2006 - 2007
Solano County 2005 - 2006
Pacific Life 2003 - 2005
American Express 1998 - 2002
American Express April 1997 - June 1998
American Express March 1993 - April 1997
Skills
Project Portfolio..., SDLC, Program Management, Management, Enterprise Software, Business Analysis, ITIL, Agile Methodologies, Vendor Management, PMO, Strategy, IT Management, Requirements Analysis, Change Management, Project Management, Integration, Outsourcing, SOA, Software Development, Business Process, Enterprise Architecture, PMP, Resource Management, Quality Assurance, Leadership, IT Strategy, Oracle, Business Process..., Information Technology, Microsoft SQL Server, Requirements Gathering, Software Project..., Consulting, Databases, Business Requirements, Governance, Business Intelligence, Solution Architecture, Cross-functional Team...
Education
Nova Southeastern University
Information Technology
University of Phoenix
BA, Management / Business Admin
American Express September 2013 - Present
American Express November 2011 - September 2013
American Express October 2007 - November 2011
Coda OnDemand, Inc. 2006 - 2007
Solano County 2005 - 2006
Pacific Life 2003 - 2005
American Express 1998 - 2002
American Express April 1997 - June 1998
American Express March 1993 - April 1997
Skills
Project Portfolio..., SDLC, Program Management, Management, Enterprise Software, Business Analysis, ITIL, Agile Methodologies, Vendor Management, PMO, Strategy, IT Management, Requirements Analysis, Change Management, Project Management, Integration, Outsourcing, SOA, Software Development, Business Process, Enterprise Architecture, PMP, Resource Management, Quality Assurance, Leadership, IT Strategy, Oracle, Business Process..., Information Technology, Microsoft SQL Server, Requirements Gathering, Software Project..., Consulting, Databases, Business Requirements, Governance, Business Intelligence, Solution Architecture, Cross-functional Team...
Education
Nova Southeastern University
Information Technology
University of Phoenix
BA, Management / Business Admin
Chip McCaffrey Chip McCaffrey's Pacific Life Experience 2004 - 2009
Job Regional Vice President at Transamerica Capital, Inc.
Industry Investment Management
Experience
Transamerica Capital, Inc. 2014 - Present
Astor Investment Management 2012 - 2014
JETS ETFs 2009 - 2012
Pacific Life 2004 - 2009
Skills
Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, ETFs, Hedge Funds
Education
Penn State University 1990 — 1994
BS, Agricultural Business Management/Economics
Transamerica Capital, Inc. 2014 - Present
Astor Investment Management 2012 - 2014
JETS ETFs 2009 - 2012
Pacific Life 2004 - 2009
Skills
Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, ETFs, Hedge Funds
Education
Penn State University 1990 — 1994
BS, Agricultural Business Management/Economics
Alyse Cooke Alyse Cooke's Pacific Life Experience June 2011 - Present
Job New Business Specialist for the South East DSO at Pacific Life
Industry Insurance
Experience
Pacific Life June 2011 - Present
Dempsey Companies May 2007 - July 2011
MetLife January 2004 - May 2007
Education
Point Park University 1997 — 1998
Pacific Life June 2011 - Present
Dempsey Companies May 2007 - July 2011
MetLife January 2004 - May 2007
Education
Point Park University 1997 — 1998
Ji Tan Ji Tan's Pacific Life Experience August 2012 - August 2015
Job Quant Researcher at Massar Capital Management
Industry Financial Services
Experience
Massar Capital Management August 2015 - Present
Pacific Life August 2012 - August 2015
Goldman Sachs Asset Management October 2011 - December 2011
Towers Watson July 2008 - December 2010
Skills
Financial Modeling, Financial Engineering, Statistics, Fixed Income, Portfolio Management, Pensions, Econometrics, Hedge Funds, Options, Portfolio Optimization
Education
University of California at Berkeley, Haas School of Business (California) 2011 — 2012
Master, Financial Engineering
Peking University 2004 — 2008
B.S., Statistics
Massar Capital Management August 2015 - Present
Pacific Life August 2012 - August 2015
Goldman Sachs Asset Management October 2011 - December 2011
Towers Watson July 2008 - December 2010
Skills
Financial Modeling, Financial Engineering, Statistics, Fixed Income, Portfolio Management, Pensions, Econometrics, Hedge Funds, Options, Portfolio Optimization
Education
University of California at Berkeley, Haas School of Business (California) 2011 — 2012
Master, Financial Engineering
Peking University 2004 — 2008
B.S., Statistics
Alyse Cooke Alyse Cooke's Pacific Life Experience June 2011 - Present
Job Experienced Insurance Specialist
Industry Insurance
Experience
Pacific Life June 2011 - Present
Dempsey & Associates, Inc. May 2007 - June 2011
MetLife Investors January 2004 - May 2007
Education
Point Park University 1997 — 1998
Simsbury High School 1994 — 1997
Diploma
Pacific Life June 2011 - Present
Dempsey & Associates, Inc. May 2007 - June 2011
MetLife Investors January 2004 - May 2007
Education
Point Park University 1997 — 1998
Simsbury High School 1994 — 1997
Diploma
Abbey Brumbaugh Abbey Brumbaugh's Pacific Life Experience June 2008 - September 2008
Job Marketing Professional
Industry Primary/Secondary Education
Experience
San Juan Unified School District January 2012 - Present
Kulesa Faul June 2010 - July 2011
Arden Hills Resort Club & Spa April 2009 - November 2009
San Juan Unified School District May 2007 - April 2009
Pacific Life June 2008 - September 2008
San Diego Sports Arena January 2008 - May 2008
Skills
Event Planning
Education
National University 2012 — 2013
Master's degree, Secondary Education and Teaching
University of San Diego 2004 — 2008
BA, Communication Studies & Business Administration
San Juan Unified School District January 2012 - Present
Kulesa Faul June 2010 - July 2011
Arden Hills Resort Club & Spa April 2009 - November 2009
San Juan Unified School District May 2007 - April 2009
Pacific Life June 2008 - September 2008
San Diego Sports Arena January 2008 - May 2008
Skills
Event Planning
Education
National University 2012 — 2013
Master's degree, Secondary Education and Teaching
University of San Diego 2004 — 2008
BA, Communication Studies & Business Administration
Melanie Dumas Melanie Dumas's Pacific Life Experience July 2013 - Present
Job
Industry Financial Services
Experience
Pacific Life July 2013 - Present
MetLife December 2006 - July 2013
Sun Life October 2002 - December 2006
Sun Life Financial 2000 - October 2002
Keyport Life Insurance July 1998 - October 2000
Keyport Life Insurance January 1997 - July 1998
Offtech May 1996 - January 1997
Skills
Instructional Design, Leadership, Talent Management, Coaching, Management Development, Learning Management..., Leadership Development, Consulting, Training Delivery, Software Documentation, Corporate Training, Vendor Management, Recruiting, Project Management, Program Management, Management, Employee Training, Training, Organizational Learning, Needs Analysis, Process Improvement, Instructor-led Training, Human Resources, Performance Management, Public Speaking
Education
Suffolk University
Master of Science, Adult and Organizational Learning
Providence College 1992 — 1996
Bachelor of Arts (B.A.)
Additional Education and Activities
Pacific Life July 2013 - Present
MetLife December 2006 - July 2013
Sun Life October 2002 - December 2006
Sun Life Financial 2000 - October 2002
Keyport Life Insurance July 1998 - October 2000
Keyport Life Insurance January 1997 - July 1998
Offtech May 1996 - January 1997
Skills
Instructional Design, Leadership, Talent Management, Coaching, Management Development, Learning Management..., Leadership Development, Consulting, Training Delivery, Software Documentation, Corporate Training, Vendor Management, Recruiting, Project Management, Program Management, Management, Employee Training, Training, Organizational Learning, Needs Analysis, Process Improvement, Instructor-led Training, Human Resources, Performance Management, Public Speaking
Education
Suffolk University
Master of Science, Adult and Organizational Learning
Providence College 1992 — 1996
Bachelor of Arts (B.A.)
Additional Education and Activities
Nicole Nikki Howell's Pacific Life Experience June 2013 - November 2014
Job Recruiting Manager at frederick | andrews
Industry Management Consulting
Experience
frederick andrews December 2014 - Present
Pacific Life June 2013 - November 2014
Solugenix Corporation November 2012 - May 2013
Brandes Investment Partners January 2003 - March 2011
REMEC 1998 - 2002
United Technologies 1995 - 1998
Skills
Business Analysis, Business Process, Visio, SDLC, Business Intelligence, PowerPoint, SharePoint, Program Management, Process Improvement, Financial Analysis, Equities, Software Documentation, Vendor Management, Agile Methodologies, Requirements Analysis, Requirements Gathering, Data Analysis, Risk Management, Software Project..., Analysis, Microsoft SQL Server, Project Management, SQL, Business Process..., Access, MS Project, Training, Technical Staff..., Management, Team Leadership, Recruiting, Information Technology
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MS, Finance
Universidad de Salamanca
Semester Abroad - Spanish Literature and Architecture
University of Rhode Island
BA, English & Art History
frederick andrews December 2014 - Present
Pacific Life June 2013 - November 2014
Solugenix Corporation November 2012 - May 2013
Brandes Investment Partners January 2003 - March 2011
REMEC 1998 - 2002
United Technologies 1995 - 1998
Skills
Business Analysis, Business Process, Visio, SDLC, Business Intelligence, PowerPoint, SharePoint, Program Management, Process Improvement, Financial Analysis, Equities, Software Documentation, Vendor Management, Agile Methodologies, Requirements Analysis, Requirements Gathering, Data Analysis, Risk Management, Software Project..., Analysis, Microsoft SQL Server, Project Management, SQL, Business Process..., Access, MS Project, Training, Technical Staff..., Management, Team Leadership, Recruiting, Information Technology
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MS, Finance
Universidad de Salamanca
Semester Abroad - Spanish Literature and Architecture
University of Rhode Island
BA, English & Art History
Allie Gabelman (Small) , MBA's Pacific Life Experience June 2014 - Present
Job Accounting Analyst at Pacific Life
Industry Accounting
Experience
Pacific Life June 2014 - Present
Grant Thornton LLP October 2013 - June 2014
Northern Arizona University August 2012 - May 2013
Grant Thornton LLP June 2012 - August 2012
Northern Arizona University October 2008 - May 2012
Keelings June 2011 - August 2011
Skills
Accounting, Microsoft Excel, Financial Accounting, PowerPoint, Microsoft Office, Financial Analysis, GAAP, Microsoft Word, Financial Reporting, Higher Education, Time Management, Customer Service, Financial Statements, Accounts Receivable, Account Reconciliation, Auditing, Management
Education
Northern Arizona University 2012 — 2013
Master of Business Administration (M.B.A.), Accounting
Northern Arizona University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Pacific Life June 2014 - Present
Grant Thornton LLP October 2013 - June 2014
Northern Arizona University August 2012 - May 2013
Grant Thornton LLP June 2012 - August 2012
Northern Arizona University October 2008 - May 2012
Keelings June 2011 - August 2011
Skills
Accounting, Microsoft Excel, Financial Accounting, PowerPoint, Microsoft Office, Financial Analysis, GAAP, Microsoft Word, Financial Reporting, Higher Education, Time Management, Customer Service, Financial Statements, Accounts Receivable, Account Reconciliation, Auditing, Management
Education
Northern Arizona University 2012 — 2013
Master of Business Administration (M.B.A.), Accounting
Northern Arizona University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Meredith Lime Meredith Lime's Pacific Life Experience October 2011 - August 2012
Job Vocal Music Teacher, Performer, Ministry
Industry Music
Experience
Lifegate Christian School August 2013 - Present
Omaha Public Schools October 2012 - May 2013
Pacific Life October 2011 - August 2012
Aflac May 2011 - September 2011
Assumption-Guadalupe Catholic School September 2010 - May 2011
Morningstar PreSchool and Child Care Center August 2009 - April 2010
Ralston Church of Christ August 2009 - January 2010
Saint John Lutheran Church August 2004 - May 2008
Skills
Customer Service, Public Speaking, Leadership, Piano, Vocalist, Musical Theatre, Theatrical Production, Choral Conducting, Music Education, Solo Piano, Acoustic Guitar, Organ, Composition, Orchestration, Singing, Accompaniment, Stage Management, Classroom Management, Fundraisers, Writing, Musical Improvisation, Musical Instruments, Microsoft Office, iOS, Garageband, Finale, Vocal, Teaching, Music Theory, Music, Classical, Performing Arts, Event Planning, Choral, Nonprofits
Education
University of Nebraska at Omaha 2003 — 2009
Bachelors of Music, Vocal Music, Piano Performance, Education, Philosophy
Northwest Missouri State University 2002 — 2003
Philosophy and Religious Studies
Lifegate Christian School August 2013 - Present
Omaha Public Schools October 2012 - May 2013
Pacific Life October 2011 - August 2012
Aflac May 2011 - September 2011
Assumption-Guadalupe Catholic School September 2010 - May 2011
Morningstar PreSchool and Child Care Center August 2009 - April 2010
Ralston Church of Christ August 2009 - January 2010
Saint John Lutheran Church August 2004 - May 2008
Skills
Customer Service, Public Speaking, Leadership, Piano, Vocalist, Musical Theatre, Theatrical Production, Choral Conducting, Music Education, Solo Piano, Acoustic Guitar, Organ, Composition, Orchestration, Singing, Accompaniment, Stage Management, Classroom Management, Fundraisers, Writing, Musical Improvisation, Musical Instruments, Microsoft Office, iOS, Garageband, Finale, Vocal, Teaching, Music Theory, Music, Classical, Performing Arts, Event Planning, Choral, Nonprofits
Education
University of Nebraska at Omaha 2003 — 2009
Bachelors of Music, Vocal Music, Piano Performance, Education, Philosophy
Northwest Missouri State University 2002 — 2003
Philosophy and Religious Studies
Rowell Lawrence Rowell Lawrence's Pacific Life Experience June 2006 - Present
Job Information Security and Systems Monitoring Manager at Pacific Life
Industry Insurance
Experience
Pacific Life June 2006 - Present
Kryptec.Net June 2004 - May 2006
AT&T Wireless September 2001 - May 2004
AT&T Wireless August 2000 - August 2001
AT&T Wireless February 1999 - July 2000
Skills
Information Security, Computer Networking, Management, System Monitoring, Application Monitoring, Security Policy, Account Management, Customer Liason, Liasoning, Information Security..., Data Center, Disaster Recovery, Enterprise Software, Security, VPN, Network Security, Information Technology
Education
Oklahoma State University 1997 — 1999
Master of Science (MS), Computer Systems Networking and Telecommunications Management
Oklahoma State University 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Pacific Life June 2006 - Present
Kryptec.Net June 2004 - May 2006
AT&T Wireless September 2001 - May 2004
AT&T Wireless August 2000 - August 2001
AT&T Wireless February 1999 - July 2000
Skills
Information Security, Computer Networking, Management, System Monitoring, Application Monitoring, Security Policy, Account Management, Customer Liason, Liasoning, Information Security..., Data Center, Disaster Recovery, Enterprise Software, Security, VPN, Network Security, Information Technology
Education
Oklahoma State University 1997 — 1999
Master of Science (MS), Computer Systems Networking and Telecommunications Management
Oklahoma State University 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Diana Leatherman's Pacific Life Experience November 2014 - Present
Job Sr. Compensation Analyst at Pacific Life
Industry Human Resources
Experience
Pacific Life November 2014 - Present
Advantage Sales & Marketing February 2014 - November 2014
Apria Healthcare December 2013 - January 2014
Apria Healthcare May 2010 - November 2013
Washington Mutual June 2003 - November 2009
ICN Pharmaceuticals aka Valeant December 1995 - June 2003
Skills
Team Building, HRIS, Performance Management, Human Resources, Process Improvement, Management, Access, Employee Relations, Applicant Tracking..., Payroll, Coaching, Employee Benefits, Deferred Compensation, Incentive Programs, Leadership, Compensation & Benefits..., Sales Compensation, Compensation & Benefits
Education
Orange Coast College 1987 — 1994
Pacific Life November 2014 - Present
Advantage Sales & Marketing February 2014 - November 2014
Apria Healthcare December 2013 - January 2014
Apria Healthcare May 2010 - November 2013
Washington Mutual June 2003 - November 2009
ICN Pharmaceuticals aka Valeant December 1995 - June 2003
Skills
Team Building, HRIS, Performance Management, Human Resources, Process Improvement, Management, Access, Employee Relations, Applicant Tracking..., Payroll, Coaching, Employee Benefits, Deferred Compensation, Incentive Programs, Leadership, Compensation & Benefits..., Sales Compensation, Compensation & Benefits
Education
Orange Coast College 1987 — 1994
Ken Hendrick's Pacific Life Experience May 2002 - Present
Job ITSM Consultant ITIL Expert at Pacific Life
Industry Financial Services
Experience
Pacific Life May 2002 - Present
Pacific Life May 2002 - Present
House to Home / HomeBase September 1986 - December 2001
House2Home 2000 - 2001
HomeBase (HomeClub) 1986 - 2001
Skills
IT Management, IT Service Management, ITIL
Education
Orange Coast College 1980 — 1983
Management Information Systems
Pacific Life May 2002 - Present
Pacific Life May 2002 - Present
House to Home / HomeBase September 1986 - December 2001
House2Home 2000 - 2001
HomeBase (HomeClub) 1986 - 2001
Skills
IT Management, IT Service Management, ITIL
Education
Orange Coast College 1980 — 1983
Management Information Systems
Helen Weiss's Pacific Life Experience April 2005 - July 2005
Job Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
BNY Mellon July 2010 - Present
PNC Global Investment Servicing June 2009 - Present
PFPC Trust Company 2005 - Present
PFPC July 2005 - June 2009
Pacific Life April 2005 - July 2005
Charles Schwab May 2004 - October 2004
RBC Royal Bank January 2004 - April 2004
NAAC March 2003 - December 2003
JPMorgan Chase May 2002 - December 2002
Education
Rutgers University-New Brunswick
BNY Mellon November 2013 - Present
BNY Mellon July 2010 - Present
PNC Global Investment Servicing June 2009 - Present
PFPC Trust Company 2005 - Present
PFPC July 2005 - June 2009
Pacific Life April 2005 - July 2005
Charles Schwab May 2004 - October 2004
RBC Royal Bank January 2004 - April 2004
NAAC March 2003 - December 2003
JPMorgan Chase May 2002 - December 2002
Education
Rutgers University-New Brunswick
Langstaff, Brian's Pacific Life Experience September 1997 - Present
Job Senior DBA
Industry Insurance
Experience
Pacific Life September 1997 - Present
Boeing September 1987 - September 1997
Skills
Microsoft SQL Server, SSIS, Data Warehousing, Disaster Recovery, Solaris, Red Hat Linux, Data Modeling, Unix, Powershell, IIS, Active Directory, ETL, Security, Windows Server, VMware, Linux, Performance Tuning, SharePoint, HP-UX, SQL, Oracle, Databases, HP
Education
Orange Coast College
SPHS
Pacific Life September 1997 - Present
Boeing September 1987 - September 1997
Skills
Microsoft SQL Server, SSIS, Data Warehousing, Disaster Recovery, Solaris, Red Hat Linux, Data Modeling, Unix, Powershell, IIS, Active Directory, ETL, Security, Windows Server, VMware, Linux, Performance Tuning, SharePoint, HP-UX, SQL, Oracle, Databases, HP
Education
Orange Coast College
SPHS
John Luckhaupt's Pacific Life Experience 2001 - 2007
Job Insurance Professional
Industry Insurance
Experience
Pacific Life 2001 - 2007
Skills
Health Insurance, Life Insurance, Insurance
Education
Northern Illinois University 1990 — 1997
Pacific Life 2001 - 2007
Skills
Health Insurance, Life Insurance, Insurance
Education
Northern Illinois University 1990 — 1997
Ashlee Armenti's Pacific Life Experience August 2008 - April 2012
Job Open to New Opportunities
Industry Accounting
Experience
Blue Cross Blue Shield of Massachusetts August 2013 - Present
Harvard Pilgrim Health Care July 2012 - August 2013
Pacific Life August 2008 - April 2012
Deloitte June 2006 - June 2008
Skills
Access, PowerPoint, Outlook, Bloomberg, Microsoft Office, Excel, Word, Research, Business Objects, Lotus Notes, eFreedom, Oracle ADI, Clarity, Oracle Reports, Oracle, Oracle Applications, SunGard, Eagle PACE
Education
Quinnipiac University - School of Business 2002 — 2006
Bachelor of Science in Accounting, Major in Accounting & Minor in Spanish, 3.55
Blue Cross Blue Shield of Massachusetts August 2013 - Present
Harvard Pilgrim Health Care July 2012 - August 2013
Pacific Life August 2008 - April 2012
Deloitte June 2006 - June 2008
Skills
Access, PowerPoint, Outlook, Bloomberg, Microsoft Office, Excel, Word, Research, Business Objects, Lotus Notes, eFreedom, Oracle ADI, Clarity, Oracle Reports, Oracle, Oracle Applications, SunGard, Eagle PACE
Education
Quinnipiac University - School of Business 2002 — 2006
Bachelor of Science in Accounting, Major in Accounting & Minor in Spanish, 3.55
Ridhi Varma, MBA's Pacific Life Experience January 2003 - July 2004
Job
Industry Defense & Space
Experience
Kforce Technology Staffing April 2009 - June 2009
CPSI March 2007 - October 2008
RKDM Enviro Energy Services Inc. 2005 - 2007
Wells Fargo Financial 2005 - 2005
Pacific Life January 2003 - July 2004
Skills
Strategic Planning, Program Management, Leadership, Human Resources, Applicant Tracking..., Project Management, Process Improvement, Government Contracting, Business Development, Contract Negotiation, Strategy, Team Building, Analysis, Temporary Placement, Integration, Management, Training, Information Technology
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
MBA, Leadership and Organizational Change Management
University of California, Irvine 1998 — 2001
Bachelors, Economics
Kforce Technology Staffing April 2009 - June 2009
CPSI March 2007 - October 2008
RKDM Enviro Energy Services Inc. 2005 - 2007
Wells Fargo Financial 2005 - 2005
Pacific Life January 2003 - July 2004
Skills
Strategic Planning, Program Management, Leadership, Human Resources, Applicant Tracking..., Project Management, Process Improvement, Government Contracting, Business Development, Contract Negotiation, Strategy, Team Building, Analysis, Temporary Placement, Integration, Management, Training, Information Technology
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
MBA, Leadership and Organizational Change Management
University of California, Irvine 1998 — 2001
Bachelors, Economics
Linda Turley's Pacific Life Experience March 2005 - Present
Job Director at Pacific Life
Industry Insurance
Experience
Pacific Life March 2005 - Present
ING June 1991 - February 2005
The Great West Life Assurance Company June 1988 - June 1991
Skills
Insurance, Process Improvement, Business Analysis, Life Insurance, Risk Management, Analysis, Management, Vendor Management, Business Process..., SDLC
Education
Regis University 2001 — 2005
Business Management
Pacific Life March 2005 - Present
ING June 1991 - February 2005
The Great West Life Assurance Company June 1988 - June 1991
Skills
Insurance, Process Improvement, Business Analysis, Life Insurance, Risk Management, Analysis, Management, Vendor Management, Business Process..., SDLC
Education
Regis University 2001 — 2005
Business Management
James Hammer's Pacific Life Experience 2003 - 2006
Job Compliance Manager at Utah Retirement Systems
Industry Government Administration
Experience
Utah Retirement Systems Account Analyst ManagerUtah Retirement Systems2006 - 2011
Pacific Life 2003 - 2006
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2006
MBA
University of Utah 1992 — 2000
Utah Retirement Systems Account Analyst ManagerUtah Retirement Systems2006 - 2011
Pacific Life 2003 - 2006
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2006
MBA
University of Utah 1992 — 2000
Eric Unger's Pacific Life Experience July 2008 - June 2009
Job Actuary at Anthem
Industry Insurance
Experience
Anthem May 2013 - Present
Hannover Life Reassurance Company of America July 2009 - May 2013
Pacific Life July 2008 - June 2009
Scottish Re 2005 - 2008
ING September 2003 - December 2004
Watson Wyatt June 2000 - April 2003
Skills
Reinsurance, Databases, Actuarial Science, Pricing, Actuaries, Economic Capital, ALM, Insurance, Enterprise Risk..., Life Insurance
Education
University of Colorado Boulder 1998 — 2000
MS, Mathematics
Rice University 1990 — 1994
BS, Engineering
Anthem May 2013 - Present
Hannover Life Reassurance Company of America July 2009 - May 2013
Pacific Life July 2008 - June 2009
Scottish Re 2005 - 2008
ING September 2003 - December 2004
Watson Wyatt June 2000 - April 2003
Skills
Reinsurance, Databases, Actuarial Science, Pricing, Actuaries, Economic Capital, ALM, Insurance, Enterprise Risk..., Life Insurance
Education
University of Colorado Boulder 1998 — 2000
MS, Mathematics
Rice University 1990 — 1994
BS, Engineering
MonaRochelle Bridge-Harris's Pacific Life Experience January 2006 - January 2007
Job Financial and Insurance Consultant
Industry Financial Services
Experience
MonaRochelle Insurance Services/Univers Workplace Solutions August 2012 - Present
RoomConX, Inc. February 2007 - November 2011
Pacific Life January 2006 - January 2007
TLC Marketing Services June 1997 - May 2003
ICMA-RC 1995 - January 2000
Skills
Insurance, Retirement Planning, Health Insurance, Investments, Life Insurance, Mutual Funds, Fixed Annuities, Financial Services, IRAs, Retirement, Strategic Financial..., Wealth Management, Medicare..., Series 7, Series 6, Series 63, Employee Benefits
Education
Park University
B.S., Business and Finance
MonaRochelle Insurance Services/Univers Workplace Solutions August 2012 - Present
RoomConX, Inc. February 2007 - November 2011
Pacific Life January 2006 - January 2007
TLC Marketing Services June 1997 - May 2003
ICMA-RC 1995 - January 2000
Skills
Insurance, Retirement Planning, Health Insurance, Investments, Life Insurance, Mutual Funds, Fixed Annuities, Financial Services, IRAs, Retirement, Strategic Financial..., Wealth Management, Medicare..., Series 7, Series 6, Series 63, Employee Benefits
Education
Park University
B.S., Business and Finance
Chris Hsu's Pacific Life Experience September 2009 - Present
Job Fund Accountant at Pacific Life
Industry Accounting
Experience
Pacific Life September 2009 - Present
The Irvine Company 2008 - 2009
Actuate 2007 - 2008
Skills
Financial Analysis, Accounting, Financial Modeling, Finance, Account Reconciliation, Accounts Payable, Payroll, Budgets, Mergers, Invoicing, Forecasting, Financial Reporting, Mutual Funds, General Ledger, Mergers & Acquisitions, Analysis, Cash Flow, Corporate Finance, Management, Auditing, GAAP, Investments, Process Improvement, Accounts Receivable, Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Finance
St. Mary's College of California
Bachelor’s Degree, Business Administration & Economics
Pacific Life September 2009 - Present
The Irvine Company 2008 - 2009
Actuate 2007 - 2008
Skills
Financial Analysis, Accounting, Financial Modeling, Finance, Account Reconciliation, Accounts Payable, Payroll, Budgets, Mergers, Invoicing, Forecasting, Financial Reporting, Mutual Funds, General Ledger, Mergers & Acquisitions, Analysis, Cash Flow, Corporate Finance, Management, Auditing, GAAP, Investments, Process Improvement, Accounts Receivable, Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Finance
St. Mary's College of California
Bachelor’s Degree, Business Administration & Economics
Guneet Singh's Pacific Life Experience 2005 - 2008
Job Sr Database Administrator at Dell
Industry Information Services
Experience
Dell March 2015 - Present
Ignify October 2008 - March 2015
Pacific Life 2005 - 2008
The Chugh Firm November 2001 - May 2005
NTT DATA Americas July 1998 - September 2001
Skills
Disaster Recovery, Microsoft SQL Server, Integration, Active Directory, SharePoint, Solution Architecture, IT Management, SDLC, IT Strategy, Windows Server, SQL, Requirements Analysis, DNS, Business Analysis, ERP, IIS, Windows, Information Security..., VMware, Networking, Security, Software Project..., Microsoft Dynamics AX, Microsoft CRM, Amazon Web Services..., Amazon EC2, Amazon VPC, Fortinet, Cisco ASA, SSAS 2008, SSIS, SSRS
Education
Punjab Technical University 1994 — 1998
Bachelor's degree, Electrical, Electronics and Communications Engineering
Dell March 2015 - Present
Ignify October 2008 - March 2015
Pacific Life 2005 - 2008
The Chugh Firm November 2001 - May 2005
NTT DATA Americas July 1998 - September 2001
Skills
Disaster Recovery, Microsoft SQL Server, Integration, Active Directory, SharePoint, Solution Architecture, IT Management, SDLC, IT Strategy, Windows Server, SQL, Requirements Analysis, DNS, Business Analysis, ERP, IIS, Windows, Information Security..., VMware, Networking, Security, Software Project..., Microsoft Dynamics AX, Microsoft CRM, Amazon Web Services..., Amazon EC2, Amazon VPC, Fortinet, Cisco ASA, SSAS 2008, SSIS, SSRS
Education
Punjab Technical University 1994 — 1998
Bachelor's degree, Electrical, Electronics and Communications Engineering
Amy Giffin's Pacific Life Experience 2013 - Present
Job Senior Internal Auditor at Pacific Life
Industry Financial Services
Experience
Pacific Life 2013 - Present
PIMCO 2011 - 2013
Pacific Life 2004 - 2011
Deutsche Bank 2002 - 2004
Skills
Project Management, Financial Reporting, Investments, Financial Modeling
Education
Pepperdine University 2007 — 2009
Master of Business Administration, Finance
University of Pennsylvania 1998 — 2002
Bachelor of Arts, Economics
Pacific Life 2013 - Present
PIMCO 2011 - 2013
Pacific Life 2004 - 2011
Deutsche Bank 2002 - 2004
Skills
Project Management, Financial Reporting, Investments, Financial Modeling
Education
Pepperdine University 2007 — 2009
Master of Business Administration, Finance
University of Pennsylvania 1998 — 2002
Bachelor of Arts, Economics
Jaspreet Kaur MS MBA PMP's Pacific Life Experience January 2014 - Present
Job Investment Management Company
Industry Information Technology and Services
Experience
Pacific Life January 2014 - Present
BMS Bankruptcy Management Solutions, Inc. July 2013 - December 2013
AMN Healthcare February 2013 - May 2013
Hewlett-Packard May 2011 - February 2013
Northrop Grumman Corporation June 2008 - May 2011
LPL Financial 2006 - 2008
Pfizer 2006 - 2008
L-3 Communications 2001 - 2005
Skills
Program Management, SDLC, Process Improvement, Business Analysis, PMO, Cross-functional Team..., PMP, Project Management, Enterprise Architecture, Business Process..., Integration, Leadership, Project Planning, Project Portfolio..., SaaS, Enterprise Software, Software Project..., Strategy, Vendor Management, SharePoint
Education
University of Southern California - Marshall School of Business 2007 — 2009
Executive MBA
Wayne State University 2000 — 2001
MS in Computer Engg
Punjab Technical University 1994 — 1999
Bachelors, Electronics & Comm
Pacific Life January 2014 - Present
BMS Bankruptcy Management Solutions, Inc. July 2013 - December 2013
AMN Healthcare February 2013 - May 2013
Hewlett-Packard May 2011 - February 2013
Northrop Grumman Corporation June 2008 - May 2011
LPL Financial 2006 - 2008
Pfizer 2006 - 2008
L-3 Communications 2001 - 2005
Skills
Program Management, SDLC, Process Improvement, Business Analysis, PMO, Cross-functional Team..., PMP, Project Management, Enterprise Architecture, Business Process..., Integration, Leadership, Project Planning, Project Portfolio..., SaaS, Enterprise Software, Software Project..., Strategy, Vendor Management, SharePoint
Education
University of Southern California - Marshall School of Business 2007 — 2009
Executive MBA
Wayne State University 2000 — 2001
MS in Computer Engg
Punjab Technical University 1994 — 1999
Bachelors, Electronics & Comm
Joan Liu's Pacific Life Experience January 2009 - July 2012
Job Enterprise Application Development Manager at Automobile Club of Southern California
Industry Insurance
Experience
Automobile Club of Southern California July 2012 - Present
Pacific Life January 2009 - July 2012
CSAA December 2001 - December 2008
CNA Insurance June 1996 - October 2000
Skills
Microsoft SQL Server, Document management, Coorespondense..., imaging and workflow, FileNet, Oracle DocuMaker, Software Development..., Resource Management, Budget/Financial..., Demand Management, Systems/Production..., Business Relationship..., Application Portfolio..., Strategic Planning and..., Vendor Management, Third Party Integration, Incident Management, Problem Management, Problem Solving, Release Management, Strategic Planning, Change Management, Configuration Management, Software Deployment, Web Services, .NET, SCOM, Troubleshooting, VB.NET, AWD, EMC Captiva, Project Management, ITIL, Scrum, xml, Crystal Reports, WebSphere Application..., IIS, Workflow, Document Management
Education
Northern Illinois University 1994 — 1996
Masters, MIS
University of International Business and Economics 1985 — 1989
Bachelor of Science (BS), International Business
Automobile Club of Southern California July 2012 - Present
Pacific Life January 2009 - July 2012
CSAA December 2001 - December 2008
CNA Insurance June 1996 - October 2000
Skills
Microsoft SQL Server, Document management, Coorespondense..., imaging and workflow, FileNet, Oracle DocuMaker, Software Development..., Resource Management, Budget/Financial..., Demand Management, Systems/Production..., Business Relationship..., Application Portfolio..., Strategic Planning and..., Vendor Management, Third Party Integration, Incident Management, Problem Management, Problem Solving, Release Management, Strategic Planning, Change Management, Configuration Management, Software Deployment, Web Services, .NET, SCOM, Troubleshooting, VB.NET, AWD, EMC Captiva, Project Management, ITIL, Scrum, xml, Crystal Reports, WebSphere Application..., IIS, Workflow, Document Management
Education
Northern Illinois University 1994 — 1996
Masters, MIS
University of International Business and Economics 1985 — 1989
Bachelor of Science (BS), International Business
Judy Stout's Pacific Life Experience February 2008 - May 2008
Job Designer at KE Design Studio
Industry Design
Experience
KE Design Studio May 2011 - Present
Valeant Pharmaceuticals July 2008 - May 2009
Resources Global Professionals (RGP) June 1997 - May 2009
Resources Global Professionals 1999 - 2009
Pacific Life February 2008 - May 2008
Valeant Pharmaceuticals April 2007 - January 2008
Pacific Life August 2006 - December 2006
Sybron Dental Specialties July 2005 - August 2006
Ameriquest Capital Group July 2003 - May 2004
Rockwell International June 1998 - December 1999
Skills
AutoCAD Mechanical, Architectural Drafting, Architectural Drawings, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Interior Design, Forecasting, Space planning, Floor Plans, CAD, AutoCAD, Analysis, Budgets, Rendering, Furniture
Education
Saddleback College 2006 — 2011
Certificate, Interior Design
Saddleback College 2006 — 2011
Continuing education, Interior Design, completing 2011
KE Design Studio May 2011 - Present
Valeant Pharmaceuticals July 2008 - May 2009
Resources Global Professionals (RGP) June 1997 - May 2009
Resources Global Professionals 1999 - 2009
Pacific Life February 2008 - May 2008
Valeant Pharmaceuticals April 2007 - January 2008
Pacific Life August 2006 - December 2006
Sybron Dental Specialties July 2005 - August 2006
Ameriquest Capital Group July 2003 - May 2004
Rockwell International June 1998 - December 1999
Skills
AutoCAD Mechanical, Architectural Drafting, Architectural Drawings, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Interior Design, Forecasting, Space planning, Floor Plans, CAD, AutoCAD, Analysis, Budgets, Rendering, Furniture
Education
Saddleback College 2006 — 2011
Certificate, Interior Design
Saddleback College 2006 — 2011
Continuing education, Interior Design, completing 2011
Carol Canty's Pacific Life Experience 2002 - August 2012
Job Senior Project Analyst at Pacific Life Insurance
Industry Accounting
Experience
Pacific Life Insurance September 2012 - Present
Pacific Life 2002 - August 2012
Zurich Investment Services January 1999 - January 2002
Skills
Business Process..., Process Improvement, Business Analysis, SDLC, Financial Analysis, PMO, Sarbanes-Oxley Act, Project Portfolio..., Business Process, Requirements Gathering, Financial Reporting, Visio, Program Management, Change Management, Analysis, PeopleSoft, Management Consulting, Business Intelligence, Project Management, ERP, SharePoint, Strategic Financial...
Education
Pepperdine University 1991 — 1995
Bachelor of Science (BS), Accounting and Finance
Pacific Life Insurance September 2012 - Present
Pacific Life 2002 - August 2012
Zurich Investment Services January 1999 - January 2002
Skills
Business Process..., Process Improvement, Business Analysis, SDLC, Financial Analysis, PMO, Sarbanes-Oxley Act, Project Portfolio..., Business Process, Requirements Gathering, Financial Reporting, Visio, Program Management, Change Management, Analysis, PeopleSoft, Management Consulting, Business Intelligence, Project Management, ERP, SharePoint, Strategic Financial...
Education
Pepperdine University 1991 — 1995
Bachelor of Science (BS), Accounting and Finance
Laura O'Dea, CLU's Pacific Life Experience October 1998 - August 2004
Job Sales Manager at Jurs Montgomery Brokerage, LLC
Industry Financial Services
Experience
Jurs Montgomery Brokerage, LLC July 2013 - Present
Lifestyle Transitions, Inc. dba Assisted Living Locators June 2014 - Present
Carolina Advisory Group September 2013 - July 2014
Zurich Insurance April 2010 - August 2013
American General Life Companies July 2008 - March 2010
RSM McGladrey March 2005 - May 2008
Pacific Life October 1998 - August 2004
Skills
Life Insurance, Wealth Management, Estate Planning, Financial Planners, Term Life Insurance, Financial Advisory, Fixed Annuities, Retirement Planning, Financial Services, Disability Insurance, Long-term Care, Wealth, Underwriting, 401k, Health Insurance, Employee Benefits, Strategy, Marketing, Strategic Planning, Investments, Pensions, Financial Planning, Team Building, Series 6, Strategic Financial..., Mutual Funds, Risk Management, Long Term Care Insurance, Variable Annuities, Critical Illness, Reinsurance, Business Planning, Series 7, Whole Life, Universal Life, Relationship Management, IRAs, Series 24, Series 63, Insurance
Education
Queens University of Charlotte 2013 — 2015
Certified Financial Planner, Financial Planning and Services
The American College 1997 — 2000
Chartered Life Underwriter Fellow, Insurance
Jurs Montgomery Brokerage, LLC July 2013 - Present
Lifestyle Transitions, Inc. dba Assisted Living Locators June 2014 - Present
Carolina Advisory Group September 2013 - July 2014
Zurich Insurance April 2010 - August 2013
American General Life Companies July 2008 - March 2010
RSM McGladrey March 2005 - May 2008
Pacific Life October 1998 - August 2004
Skills
Life Insurance, Wealth Management, Estate Planning, Financial Planners, Term Life Insurance, Financial Advisory, Fixed Annuities, Retirement Planning, Financial Services, Disability Insurance, Long-term Care, Wealth, Underwriting, 401k, Health Insurance, Employee Benefits, Strategy, Marketing, Strategic Planning, Investments, Pensions, Financial Planning, Team Building, Series 6, Strategic Financial..., Mutual Funds, Risk Management, Long Term Care Insurance, Variable Annuities, Critical Illness, Reinsurance, Business Planning, Series 7, Whole Life, Universal Life, Relationship Management, IRAs, Series 24, Series 63, Insurance
Education
Queens University of Charlotte 2013 — 2015
Certified Financial Planner, Financial Planning and Services
The American College 1997 — 2000
Chartered Life Underwriter Fellow, Insurance
Denice Householder's Pacific Life Experience January 2009 - Present
Job Events Services Professional
Industry Events Services
Experience
The Issachar Initiative 2010 - Present
Pacific Life Insurance Company September 2009 - Present
Pacific Life January 2009 - Present
WASHINGTON MUTUAL January 2000 - December 2008
WaMu September 1997 - April 2008
WaMu 1997 - 2008
WASHINGTON MUTUAL January 1997 - January 2000
TEL-A January 1992 - September 1997
Skills
Leadership, Strategy, Management, Marketing, Event Planning, Program Management, Budgets, Sales, Trade Shows, Project Management, Human Resources, Time Management
Education
Point Loma Nazarene University 1974 — 1978
Bachelor Degree, Business
Point Loma University 1974 — 1978
Bachelor of Arts, Business Administration
The Issachar Initiative 2010 - Present
Pacific Life Insurance Company September 2009 - Present
Pacific Life January 2009 - Present
WASHINGTON MUTUAL January 2000 - December 2008
WaMu September 1997 - April 2008
WaMu 1997 - 2008
WASHINGTON MUTUAL January 1997 - January 2000
TEL-A January 1992 - September 1997
Skills
Leadership, Strategy, Management, Marketing, Event Planning, Program Management, Budgets, Sales, Trade Shows, Project Management, Human Resources, Time Management
Education
Point Loma Nazarene University 1974 — 1978
Bachelor Degree, Business
Point Loma University 1974 — 1978
Bachelor of Arts, Business Administration
Rosa Curiel's Pacific Life Experience November 1999 - January 2009
Job Administrative Assistant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
Bank of the West 2011 - 2013
Salem Communications October 2010 - February 2011
Pacific Life November 1999 - January 2009
Cal Fed Bank September 1989 - November 1999
Skills
Leadership, Training, Management, Strategy, Marketing, Employee Benefits, Financial Services, Portfolio Management, Financial Analysis, Auditing, Securities, New Business Development
Education
Rio Hondo College 1992 — 1993
Social Science
Wells Fargo Advisors July 2013 - Present
Bank of the West 2011 - 2013
Salem Communications October 2010 - February 2011
Pacific Life November 1999 - January 2009
Cal Fed Bank September 1989 - November 1999
Skills
Leadership, Training, Management, Strategy, Marketing, Employee Benefits, Financial Services, Portfolio Management, Financial Analysis, Auditing, Securities, New Business Development
Education
Rio Hondo College 1992 — 1993
Social Science
Sherri (Campbell) Dickson's Pacific Life Experience April 1999 - June 2005
Job Senior Settlement Consultant, MBA, CSSC
Industry Insurance
Experience
Millennium Settlement Consulting /Dickson Settlement Planning December 2013 - Present
The James Street Group 2006 - December 2013
The Entrepreneur's Source June 2005 - March 2007
Pacific Life April 1999 - June 2005
Transamerica Life Insurance Company March 1997 - April 1999
The Strucutred Settlements Company April 1989 - April 1997
Skills
Business Analysis, Marketing, Customer Service, Small Business, Business Planning, Strategic Planning, Structured Settlements, Settlement Agreements, Needs Analysis, Trusts, Legal Liability, Personal Injury, Strategic Financial..., settlement planning, Special Needs, Team Building, Business Development, Retirement Planning, Fixed Annuities, Insurance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
MBA, Business
San Diego State University-California State University 1981 — 1983
BS, Business Management
Millennium Settlement Consulting /Dickson Settlement Planning December 2013 - Present
The James Street Group 2006 - December 2013
The Entrepreneur's Source June 2005 - March 2007
Pacific Life April 1999 - June 2005
Transamerica Life Insurance Company March 1997 - April 1999
The Strucutred Settlements Company April 1989 - April 1997
Skills
Business Analysis, Marketing, Customer Service, Small Business, Business Planning, Strategic Planning, Structured Settlements, Settlement Agreements, Needs Analysis, Trusts, Legal Liability, Personal Injury, Strategic Financial..., settlement planning, Special Needs, Team Building, Business Development, Retirement Planning, Fixed Annuities, Insurance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
MBA, Business
San Diego State University-California State University 1981 — 1983
BS, Business Management
Christine Weber's Pacific Life Experience January 2015 - Present
Job Sr Audit Analyst at Pacific Life
Industry Financial Services
Experience
Pacific Life January 2015 - Present
Aon August 2014 - December 2014
Alpha Cubed Investments March 2013 - June 2014
John Hancock Financial Services September 2011 - January 2013
John Hancock January 2011 - January 2013
John Hancock August 2009 - August 2011
John Hancock January 2008 - August 2009
Nordstrom May 2006 - September 2006
Avant Medical Corporation December 2005 - January 2006
Skills
Insurance, Microsoft Excel, Accounting, Actuarial Science, Life Insurance, Lotus Notes, Microsoft Office, VBA, Spreadsheets, Data Entry, Financial Risk, Fixed Annuities, Reinsurance, Access, Public Speaking, Enterprise Risk..., Financial Analysis, Risk Management, Financial Modeling, Data Analysis
Education
Northeastern University 2005 — 2008
BA, Communications and Mathematics
Pacific Life January 2015 - Present
Aon August 2014 - December 2014
Alpha Cubed Investments March 2013 - June 2014
John Hancock Financial Services September 2011 - January 2013
John Hancock January 2011 - January 2013
John Hancock August 2009 - August 2011
John Hancock January 2008 - August 2009
Nordstrom May 2006 - September 2006
Avant Medical Corporation December 2005 - January 2006
Skills
Insurance, Microsoft Excel, Accounting, Actuarial Science, Life Insurance, Lotus Notes, Microsoft Office, VBA, Spreadsheets, Data Entry, Financial Risk, Fixed Annuities, Reinsurance, Access, Public Speaking, Enterprise Risk..., Financial Analysis, Risk Management, Financial Modeling, Data Analysis
Education
Northeastern University 2005 — 2008
BA, Communications and Mathematics
Sean Harvey's Pacific Life Experience January 1999 - January 2009
Job Sr. Unix Security Analyst at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente October 2012 - Present
SAIC January 2012 - Present
Pacific Life January 1999 - January 2009
Quest Software January 1997 - January 1999
Compression Technologies January 1996 - January 1997
OAO CorpNaval Air Warfare Center January 1994 - January 1996
Skills
Netbackup, VMware, Red Hat Linux, Solaris, Data Center, VMware ESX, VMware Infrastructure, vSphere, Disaster Recovery, NetApp, Cluster, NetApp Filers, SAN, System Administration, Virtualization, Servers, High Availability
Education
National University
BS, Computer Science
Saddleback College
AA, Electronics
Kaiser Permanente October 2012 - Present
SAIC January 2012 - Present
Pacific Life January 1999 - January 2009
Quest Software January 1997 - January 1999
Compression Technologies January 1996 - January 1997
OAO CorpNaval Air Warfare Center January 1994 - January 1996
Skills
Netbackup, VMware, Red Hat Linux, Solaris, Data Center, VMware ESX, VMware Infrastructure, vSphere, Disaster Recovery, NetApp, Cluster, NetApp Filers, SAN, System Administration, Virtualization, Servers, High Availability
Education
National University
BS, Computer Science
Saddleback College
AA, Electronics
Michael Krahel CLU, ChFC's Pacific Life Experience January 2005 - June 2010
Job Vice President, Insurance Specialist Wealth Structuring Group, Merrill Lynch
Industry Insurance
Experience
Merrill Lynch August 2010 - Present
Pacific Life January 2005 - June 2010
Security Life of Denver, ING January 1999 - December 2004
Provident Mutual Life Insurance Company 1990 - 2000
Education
Penn State University 1978 — 1982
BS, Business Administration
Merrill Lynch August 2010 - Present
Pacific Life January 2005 - June 2010
Security Life of Denver, ING January 1999 - December 2004
Provident Mutual Life Insurance Company 1990 - 2000
Education
Penn State University 1978 — 1982
BS, Business Administration
Robert Stubbs's Pacific Life Experience April 1998 - March 2000
Job IT Systems Engineer at Daimler Trucks North America
Industry Information Technology and Services
Experience
Daimler Trucks North America June 2012 - Present
Daimler Trucks North America August 2007 - Present
Charles Schwab August 2006 - August 2007
CenturyTel April 2001 - February 2004
Nuwave Communications April 2000 - December 2000
Pacific Life April 1998 - March 2000
Pacific Life December 1991 - May 1995
Westec October 1989 - April 1991
Advanced Micro Devices May 1980 - April 1985
Southern California Edison September 1971 - September 1978
Skills
Business Intelligence, Business Analysis, Data Analysis, Software Development, Information Technology, Analysis, Project Management, Business Process..., MS Project, Change Management, Access, Program Management, Database Design, Unix, Cross-functional Team..., Enterprise Architecture, Crystal Reports, Windows, Team Leadership, ITIL, IT Strategy, IT Management, Cognos, Agile Methodologies, DB2, Six Sigma
Education
Portland Community College 2001 — 2004
AA+, Business
Saddleback College 1971 — 1977
AA+, Business
Lebanon High School 1951 — 1956
Daimler Trucks North America June 2012 - Present
Daimler Trucks North America August 2007 - Present
Charles Schwab August 2006 - August 2007
CenturyTel April 2001 - February 2004
Nuwave Communications April 2000 - December 2000
Pacific Life April 1998 - March 2000
Pacific Life December 1991 - May 1995
Westec October 1989 - April 1991
Advanced Micro Devices May 1980 - April 1985
Southern California Edison September 1971 - September 1978
Skills
Business Intelligence, Business Analysis, Data Analysis, Software Development, Information Technology, Analysis, Project Management, Business Process..., MS Project, Change Management, Access, Program Management, Database Design, Unix, Cross-functional Team..., Enterprise Architecture, Crystal Reports, Windows, Team Leadership, ITIL, IT Strategy, IT Management, Cognos, Agile Methodologies, DB2, Six Sigma
Education
Portland Community College 2001 — 2004
AA+, Business
Saddleback College 1971 — 1977
AA+, Business
Lebanon High School 1951 — 1956
Yolanda Carbajal's Pacific Life Experience
Job Sr. Portfolio Administration Analyst at Pacific Life
Industry Insurance
Experience
Pacific Life
Skills
Property & Casualty..., Insurance, Underwriting, Commercial Insurance, Liability, Claim, General Insurance, Health Insurance, Reinsurance, Life Insurance, Claims Management
Education
Pepperdine University
Pacific Life
Skills
Property & Casualty..., Insurance, Underwriting, Commercial Insurance, Liability, Claim, General Insurance, Health Insurance, Reinsurance, Life Insurance, Claims Management
Education
Pepperdine University
Tom Ronce's Pacific Life Experience June 1998 - Present
Job VP & Tax Counsel at Pacific Life
Industry Insurance
Experience
Pacific Life June 1998 - Present
Transamerica Life Companies March 1984 - May 1998
Golden Gate University, School of Taxation 1987 - 1998
Skills
Public Speaking, Insurance, Tax, Securities, Health Insurance, Life Insurance, Legal Liability, Claim, Trusts, Fixed Annuities, Strategic Financial..., Structured Settlements, Estate Planning, Risk Management, Litigation, Mutual Funds, Mergers & Acquisitions, Investments, Financial Services, Contract Negotiation, Financial Analysis, Due Diligence, Sarbanes-Oxley Act, Asset Management, Legal Writing, Strategic Planning
Education
NYU School of Law
Master of Laws (LL.M.), Taxation
USD School of Law
Doctor of Law (J.D.)
UCSD
Bachelor of Arts (B.A.), American History (United States)
Pacific Life June 1998 - Present
Transamerica Life Companies March 1984 - May 1998
Golden Gate University, School of Taxation 1987 - 1998
Skills
Public Speaking, Insurance, Tax, Securities, Health Insurance, Life Insurance, Legal Liability, Claim, Trusts, Fixed Annuities, Strategic Financial..., Structured Settlements, Estate Planning, Risk Management, Litigation, Mutual Funds, Mergers & Acquisitions, Investments, Financial Services, Contract Negotiation, Financial Analysis, Due Diligence, Sarbanes-Oxley Act, Asset Management, Legal Writing, Strategic Planning
Education
NYU School of Law
Master of Laws (LL.M.), Taxation
USD School of Law
Doctor of Law (J.D.)
UCSD
Bachelor of Arts (B.A.), American History (United States)
Debra Steffen's Pacific Life Experience December 2012 - July 2014
Job Financial Accounting Manager at SullivanCurtisMonroe Insurance Services, LLC
Industry Information Technology and Services
Experience
SullivanCurtisMonroe Insurance Services, LLC August 2014 - Present
Pacific Life December 2012 - July 2014
Pacific Life November 2002 - December 2012
Delphi Automotive Systems May 1997 - September 2002
Concept Imaging Group October 1992 - December 1995
Times Publications January 1986 - September 1992
Skills
Process Improvement, Vendor Management, Business Analysis, Visio, ITIL, SharePoint, Change Management, SDLC, Disaster Recovery, PMO, Business Process..., Program Management, Project Portfolio..., Project Management, PMP, IT Management, Management, Data Center
Education
UC Irvine, Extension 2014 — 2015
Certificate, Personal Financial Planning
Phoenix College 2006 — 2009
B.S., Business Administration
Sinclair Community College 1987 — 2002
A.S., Business Adminstration
Kettering Fairmont High School 1983 — 1986
H.S. Diploma, General Education, Art, Math
SullivanCurtisMonroe Insurance Services, LLC August 2014 - Present
Pacific Life December 2012 - July 2014
Pacific Life November 2002 - December 2012
Delphi Automotive Systems May 1997 - September 2002
Concept Imaging Group October 1992 - December 1995
Times Publications January 1986 - September 1992
Skills
Process Improvement, Vendor Management, Business Analysis, Visio, ITIL, SharePoint, Change Management, SDLC, Disaster Recovery, PMO, Business Process..., Program Management, Project Portfolio..., Project Management, PMP, IT Management, Management, Data Center
Education
UC Irvine, Extension 2014 — 2015
Certificate, Personal Financial Planning
Phoenix College 2006 — 2009
B.S., Business Administration
Sinclair Community College 1987 — 2002
A.S., Business Adminstration
Kettering Fairmont High School 1983 — 1986
H.S. Diploma, General Education, Art, Math
Heather Paige's Pacific Life Experience June 1996 - June 2009
Job
Industry Investment Management
Experience
Pacific Life June 1996 - June 2009
PIMCO March 1991 - June 1996
Skills
Microsoft Excel, Strategic Planning, Mutual Funds, Investments, Insurance, Analysis, Financial Modeling, Financial Analysis, Employee Benefits, Fixed Annuities, Financial Planning, Risk Management, Strategic Financial...
Education
Pace University 1978 — 1982
BBA, Operations Management
Pacific Life June 1996 - June 2009
PIMCO March 1991 - June 1996
Skills
Microsoft Excel, Strategic Planning, Mutual Funds, Investments, Insurance, Analysis, Financial Modeling, Financial Analysis, Employee Benefits, Fixed Annuities, Financial Planning, Risk Management, Strategic Financial...
Education
Pace University 1978 — 1982
BBA, Operations Management
Jeremiah MacClure's Pacific Life Experience 2013 - Present
Job Assistant Actuary at Pacific Life
Industry Insurance
Experience
Pacific Life 2013 - Present
General Board of Pension and Health Benefits 2010 - 2013
The Hartford 2008 - 2009
Old Mutual Financial Network 2005 - 2006
Mutual Trust Financial Group December 2001 - October 2005
Skills
Actuarial Science, Defined Benefit, Pensions, Defined Contribution, MoSes, Actuaries, Embedded Value, Economic Capital, Statistics, Financial Risk, Actuarial Consulting, Pension Funds, Financial Analysis
Education
Northern Illinois University
BS, Mathematics
Pacific Life 2013 - Present
General Board of Pension and Health Benefits 2010 - 2013
The Hartford 2008 - 2009
Old Mutual Financial Network 2005 - 2006
Mutual Trust Financial Group December 2001 - October 2005
Skills
Actuarial Science, Defined Benefit, Pensions, Defined Contribution, MoSes, Actuaries, Embedded Value, Economic Capital, Statistics, Financial Risk, Actuarial Consulting, Pension Funds, Financial Analysis
Education
Northern Illinois University
BS, Mathematics
Kathleen Borgwardt's Pacific Life Experience December 1995 - September 2003
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Pacific Life December 1995 - September 2003
Pacific Mutual January 1994 - December 1995
Pacific Corinthian May 1984 - September 1994
Pacific Corinthian May 1979 - May 1984
Skills
Disaster Recovery, Troubleshooting, Active Directory, Microsoft SQL Server, Process Control, Data Center, SDLC
Education
Palomar College 1990 — 1995
AA, Computer Information Technology
Pacific Life December 1995 - September 2003
Pacific Mutual January 1994 - December 1995
Pacific Corinthian May 1984 - September 1994
Pacific Corinthian May 1979 - May 1984
Skills
Disaster Recovery, Troubleshooting, Active Directory, Microsoft SQL Server, Process Control, Data Center, SDLC
Education
Palomar College 1990 — 1995
AA, Computer Information Technology
Commie Stevens, JD's Pacific Life Experience 1997 - 2003
Job Managing Director Strategic and Financial Planning
Industry Financial Services
Experience
Beacon Pointe Advisors 2008 - Present
Beacon Pointe Women Advisory Initiative 2012 - Present
Stevens Consulting 2003 - 2008
Pacific Life 1997 - 2003
Albrecht and Barney, PC 1996 - 1997
New York Life Insurance Company 1995 - 1996
Skills
Personal Financial..., Strategic Financial..., Retirement Planning, College Education..., Estate Planning, Wealth Management..., Women Investors
Education
Pepperdine University School of Law 1992 — 1995
Doctor of Law (JD)
University of California, Los Angeles 1988 — 1992
Bachelor's degree, Economics
Beacon Pointe Advisors 2008 - Present
Beacon Pointe Women Advisory Initiative 2012 - Present
Stevens Consulting 2003 - 2008
Pacific Life 1997 - 2003
Albrecht and Barney, PC 1996 - 1997
New York Life Insurance Company 1995 - 1996
Skills
Personal Financial..., Strategic Financial..., Retirement Planning, College Education..., Estate Planning, Wealth Management..., Women Investors
Education
Pepperdine University School of Law 1992 — 1995
Doctor of Law (JD)
University of California, Los Angeles 1988 — 1992
Bachelor's degree, Economics
Maria Izza Koegler's Pacific Life Experience October 2013 - June 2015
Job AVP Senior Financial Analyst
Industry Financial Services
Experience
Pacific Life October 2013 - June 2015
Brinderson June 2012 - October 2013
New York Life Insurance Company June 2008 - September 2011
New York Life Insurance Company May 2005 - May 2008
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Microsoft Office, GAAP, Variance Analysis
Education
Pace University 2004 — 2008
BBA
University of Wollongong 2006 — 2006
Pacific Life October 2013 - June 2015
Brinderson June 2012 - October 2013
New York Life Insurance Company June 2008 - September 2011
New York Life Insurance Company May 2005 - May 2008
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Microsoft Office, GAAP, Variance Analysis
Education
Pace University 2004 — 2008
BBA
University of Wollongong 2006 — 2006
Jeffrey Molnau's Pacific Life Experience March 2003 - August 2006
Job Looking for Next Opportunity
Industry Financial Services
Experience
Account ManagementCustomer Service 2014 - Present
Carroll Enterprises/SBIA November 2012 - February 2014
Allianz Life December 2009 - August 2011
FairMarket Life Settlement Corp. April 2008 - October 2009
ECA Marketing/CBS Brokerage August 2006 - April 2008
Pacific Life March 2003 - August 2006
Prudential Financial December 1997 - October 2002
Skills
Life Insurance, Fixed Annuities, Long-term Care, New Business Development, Disability Insurance, Key Account Management, Sales Negotiation, Customer Service..., Building Relationships, HIPPA, Underwriting, Business Process..., National Account..., Insurance, Sales, Term Life Insurance, Customer Service, Financial Services, Retirement, Strategic Planning, Financial Planning, Investments, Leadership
Education
North Hennepin Community College
Account ManagementCustomer Service 2014 - Present
Carroll Enterprises/SBIA November 2012 - February 2014
Allianz Life December 2009 - August 2011
FairMarket Life Settlement Corp. April 2008 - October 2009
ECA Marketing/CBS Brokerage August 2006 - April 2008
Pacific Life March 2003 - August 2006
Prudential Financial December 1997 - October 2002
Skills
Life Insurance, Fixed Annuities, Long-term Care, New Business Development, Disability Insurance, Key Account Management, Sales Negotiation, Customer Service..., Building Relationships, HIPPA, Underwriting, Business Process..., National Account..., Insurance, Sales, Term Life Insurance, Customer Service, Financial Services, Retirement, Strategic Planning, Financial Planning, Investments, Leadership
Education
North Hennepin Community College
Debbie Wussow-Hammalian's Pacific Life Experience 1993 - March 1995
Job SVP, Chief Compliance Officer at ING Investment Management
Industry Financial Services
Experience
Voya Investment Management May 2013 - Present
Allianz Global Investors Capital & Allianz Global Investors Solutions April 2009 - February 2013
Nicholas-Applegate Capital Management March 1995 - April 2009
Pacific Life 1993 - March 1995
Skills
Portfolio Management, Securities, Series 7, Hedge Funds, Asset Managment, Investments, Bank Secrecy Act, USA PATRIOT Act, OFAC, FINRA, Wealth Management, AML, Banking, Due Diligence, Private Equity, FCPA, Series 24, Insurance, Securities Regulation, Series 6, Series 63, Series 65, Compliance, Asset Management, Legal Compliance, Investment Advisory, Financial Risk, Risk Management, Bloomberg
Education
Anderson School at UCLA 2004 — 2006
Master of Business Administration (MBA), Business Administration, Management and Operations
National University 1994 — 1998
Bachelor's degree, Finance, General
Voya Investment Management May 2013 - Present
Allianz Global Investors Capital & Allianz Global Investors Solutions April 2009 - February 2013
Nicholas-Applegate Capital Management March 1995 - April 2009
Pacific Life 1993 - March 1995
Skills
Portfolio Management, Securities, Series 7, Hedge Funds, Asset Managment, Investments, Bank Secrecy Act, USA PATRIOT Act, OFAC, FINRA, Wealth Management, AML, Banking, Due Diligence, Private Equity, FCPA, Series 24, Insurance, Securities Regulation, Series 6, Series 63, Series 65, Compliance, Asset Management, Legal Compliance, Investment Advisory, Financial Risk, Risk Management, Bloomberg
Education
Anderson School at UCLA 2004 — 2006
Master of Business Administration (MBA), Business Administration, Management and Operations
National University 1994 — 1998
Bachelor's degree, Finance, General
Kellie Rasmusson's Pacific Life Experience 2011 - Present
Job Advanced Designs Consultant
Industry Legal Services
Experience
Pacific Life 2011 - Present
Education
Pepperdine University School of Law
J.D.
Pacific Life 2011 - Present
Education
Pepperdine University School of Law
J.D.
Dan Slazyk's Pacific Life Experience November 1993 - March 2007
Job Senior Account Manager Associate at Prudential Financial
Industry Insurance
Experience
Prudential Financial March 2013 - Present
CPS Insurance Services April 2007 - December 2010
Pacific Life November 1993 - March 2007
Skills
Fixed Annuities, Long-term Care, Mutual Funds, Series 63, Life & Health Insurance..., Strategic Financial..., Whole Life, Wealth Management, Financial Services, Sales, Customer Service, Microsoft Excel, Universal Life, Financial Planners, Microsoft Office, Finance, Financial Advisory, Team Building, Employee Benefits, Investments, Workers Compensation, Estate Planning, Marketing, Health Insurance, Property & Casualty..., Underwriting, Commercial Insurance, General Insurance
Education
Riverside Community College 1993 — 1995
CLU Designation in Progress, 5 of 8 courses completed
United States Navy 1989 — 1993
Prudential Financial March 2013 - Present
CPS Insurance Services April 2007 - December 2010
Pacific Life November 1993 - March 2007
Skills
Fixed Annuities, Long-term Care, Mutual Funds, Series 63, Life & Health Insurance..., Strategic Financial..., Whole Life, Wealth Management, Financial Services, Sales, Customer Service, Microsoft Excel, Universal Life, Financial Planners, Microsoft Office, Finance, Financial Advisory, Team Building, Employee Benefits, Investments, Workers Compensation, Estate Planning, Marketing, Health Insurance, Property & Casualty..., Underwriting, Commercial Insurance, General Insurance
Education
Riverside Community College 1993 — 1995
CLU Designation in Progress, 5 of 8 courses completed
United States Navy 1989 — 1993
Katie Pinney, ARM's Pacific Life Experience June 1999 - 2003
Job Operational and Enterprise Risk Management
Industry Financial Services
Experience
First American Financial Corporation December 2010 - December 2013
Prudential Financial November 2003 - October 2008
Pacific Life June 1999 - 2003
Transamerica 1990 - 1999
Skills
Financial Analysis, Financial Risk, Enterprise Risk..., Financial Modeling, Due Diligence, Valuation, Insurance, Finance, Credit, Risk Assessment, Process Improvement, Vendor Management, Project Management, Sarbanes-Oxley Act, Financial Reporting
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
UC Irvine
Teaching Credential, Multiple Subject and Single Subject English Teaching Credential
UCLA
Bachelor Degrees, Economics and English
First American Financial Corporation December 2010 - December 2013
Prudential Financial November 2003 - October 2008
Pacific Life June 1999 - 2003
Transamerica 1990 - 1999
Skills
Financial Analysis, Financial Risk, Enterprise Risk..., Financial Modeling, Due Diligence, Valuation, Insurance, Finance, Credit, Risk Assessment, Process Improvement, Vendor Management, Project Management, Sarbanes-Oxley Act, Financial Reporting
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
UC Irvine
Teaching Credential, Multiple Subject and Single Subject English Teaching Credential
UCLA
Bachelor Degrees, Economics and English
Lisa Beer's Pacific Life Experience January 2014 - Present
Job Fixed Annuity Specialist at Pacific Life
Industry Marketing and Advertising
Experience
Pacific Life January 2014 - Present
Northwestern Mutual October 2011 - September 2013
Skills
Sales, Account Management, New Business Development, Sales Management, Customer Retention
Education
Purdue University 1977 — 1981
Bachelor's degree
Pacific Life January 2014 - Present
Northwestern Mutual October 2011 - September 2013
Skills
Sales, Account Management, New Business Development, Sales Management, Customer Retention
Education
Purdue University 1977 — 1981
Bachelor's degree
Joydeep Singh's Pacific Life Experience February 2013 - April 2014
Job Big Data Architect at DIRECTV
Industry Entertainment
Experience
DIRECTV May 2014 - Present
Full Frame Analytics March 2014 - Present
Pacific Life February 2013 - April 2014
Everest Consulting Group November 2010 - August 2013
WD, a Western Digital company March 2012 - December 2012
Experian November 2010 - December 2011
UnitedHealth Group (Prescription Solutions) July 2009 - November 2010
Mastech, Inc. December 2008 - November 2010
Kaiser Permanente December 2008 - July 2009
Barclays Global Investors May 2008 - December 2008
Skills
Data Warehousing, Master Data Management, Dimensional Modeling, Enterprise Data..., MapReduce, Apache Pig, Apache Hive, Cloudera Impala, Apache Sqoop, Apache Oozie, Apache HBase, R, Apache Mahout, Python, Statistica, RapidMiner, Hadoop Architecture, Big Data Architecture, Data Scientist, Objective-C, iOS Programming, Data Virtualization, Data Visualization, Information Management..., Business Intelligence, EII, SDLC, Informatica, Data Warehouse..., Data Modeling, Business Analysis, Requirements Analysis, Data Integration
Education
Rochester Institute of Technology 2001 — 2004
Master's degree, Masters of Computer Sciences
University of California, Irvine
Predictive Analytics Certificate Program, Predictive Analytics
University of California, Irvine
Data Scientist Certificate Program, Data Science
DIRECTV May 2014 - Present
Full Frame Analytics March 2014 - Present
Pacific Life February 2013 - April 2014
Everest Consulting Group November 2010 - August 2013
WD, a Western Digital company March 2012 - December 2012
Experian November 2010 - December 2011
UnitedHealth Group (Prescription Solutions) July 2009 - November 2010
Mastech, Inc. December 2008 - November 2010
Kaiser Permanente December 2008 - July 2009
Barclays Global Investors May 2008 - December 2008
Skills
Data Warehousing, Master Data Management, Dimensional Modeling, Enterprise Data..., MapReduce, Apache Pig, Apache Hive, Cloudera Impala, Apache Sqoop, Apache Oozie, Apache HBase, R, Apache Mahout, Python, Statistica, RapidMiner, Hadoop Architecture, Big Data Architecture, Data Scientist, Objective-C, iOS Programming, Data Virtualization, Data Visualization, Information Management..., Business Intelligence, EII, SDLC, Informatica, Data Warehouse..., Data Modeling, Business Analysis, Requirements Analysis, Data Integration
Education
Rochester Institute of Technology 2001 — 2004
Master's degree, Masters of Computer Sciences
University of California, Irvine
Predictive Analytics Certificate Program, Predictive Analytics
University of California, Irvine
Data Scientist Certificate Program, Data Science
Cynthia Henze's Pacific Life Experience November 2014 - Present
Job Compliance Consultant at Pacific Life
Industry Insurance
Experience
Pacific Life November 2014 - Present
Pacific Life January 2007 - October 2014
Skills
Insurance, Risk Management, Life Insurance, Regulatory Compliance, Anti Money Laundering, Internal Audit, Financial Reporting, Business Process..., Financial Analysis, Process Improvement, Analysis, Due Diligence, Internal Controls, Financial Risk, Auditing, Financial Modeling
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1999
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1990 — 1994
Bachelor's Degree
Pacific Life November 2014 - Present
Pacific Life January 2007 - October 2014
Skills
Insurance, Risk Management, Life Insurance, Regulatory Compliance, Anti Money Laundering, Internal Audit, Financial Reporting, Business Process..., Financial Analysis, Process Improvement, Analysis, Due Diligence, Internal Controls, Financial Risk, Auditing, Financial Modeling
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1999
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1990 — 1994
Bachelor's Degree
William Locke's Pacific Life Experience March 2007 - September 2015
Job Actively looking
Industry Information Services
Experience
Pacific Life March 2007 - September 2015
Robert Half Technology September 2014 - April 2015
Sprint Nextel January 2000 - March 2007
Skills
Software Project..., CRM, Troubleshooting, Servers, Project Management, Software Development, Technical Support, Outsourcing, Management, Enterprise Software, Testing, Networking, Analysis, Information Technology, Governance, SAP, Healthcare Information..., Field Development, Training, Problem Solving, ISO, Customer Service, Problem Analysis, Citrix Metaframe, Lyris, Coaching, IT Solutions, SMS, Supervising, Mentoring, Integration, Leadership
Education
New York University 1990 — 1993
Bachelor of Technology (BTech), Telecommunications Management PMO, 3.1
New Dorp High School 1981 — 1985
General, Telecommunications Management, 3.2
Pacific Life March 2007 - September 2015
Robert Half Technology September 2014 - April 2015
Sprint Nextel January 2000 - March 2007
Skills
Software Project..., CRM, Troubleshooting, Servers, Project Management, Software Development, Technical Support, Outsourcing, Management, Enterprise Software, Testing, Networking, Analysis, Information Technology, Governance, SAP, Healthcare Information..., Field Development, Training, Problem Solving, ISO, Customer Service, Problem Analysis, Citrix Metaframe, Lyris, Coaching, IT Solutions, SMS, Supervising, Mentoring, Integration, Leadership
Education
New York University 1990 — 1993
Bachelor of Technology (BTech), Telecommunications Management PMO, 3.1
New Dorp High School 1981 — 1985
General, Telecommunications Management, 3.2
Bernice Casey's Pacific Life Experience 1998 - 2005
Job Senior Underwriting Consultant at RGA Reinsurance
Industry Insurance
Experience
RGA reinsurance June 2013 - Present
RGA Reinsurance June 2013 - Present
Aviva Life Insurance Company March 2011 - June 2013
John Hancock Financial Services 2005 - 2010
Pacific Life 1998 - 2005
Skills
Finance, Insurance, Fixed Annuities, Retirement, Retirement Planning, Disability Insurance, Term Life Insurance, Investments, Financial Risk, Risk Management, Actuarial Science, Strategic Financial...
Education
Northern Illinois University
RGA reinsurance June 2013 - Present
RGA Reinsurance June 2013 - Present
Aviva Life Insurance Company March 2011 - June 2013
John Hancock Financial Services 2005 - 2010
Pacific Life 1998 - 2005
Skills
Finance, Insurance, Fixed Annuities, Retirement, Retirement Planning, Disability Insurance, Term Life Insurance, Investments, Financial Risk, Risk Management, Actuarial Science, Strategic Financial...
Education
Northern Illinois University
Jerry Ziegler's Pacific Life Experience 1989 - 1997
Job Senior Financial Advisor and Placement Agent for Private Debt
Industry Capital Markets
Experience
Professional on Sabbatical 2011 - 2012
Self Employed as Independent Consultant 2008 - 2010
WestEd 2006 - 2007
Hatchuel Tabernik & Associates 2003 - 2005
Project Finance International 2002 - 2003
Three Z Technologies 2001 - 2003
eFront Media 1999 - 2001
ETM Entertainment Network 1998 - 1999
Pacific Life 1989 - 1997
Gillette 1984 - 1987
Skills
MBA, Financial Analysis, Business Analysis, Forecasting, Budgets, Credit Analysis, Variance Analysis, Project Management, Business Strategy, Strategic Planning, Financial Structuring, Reporting & Analysis, Strategic Financial..., Complex Analysis, Financial Modeling, System Design, Excel models, Return on Investment..., Risk Analysis, Project Finance, Project Coordination, Data Mining, Microsoft Excel, Access, SQL, DBMS, Data Management, Oracle, MS Project, Microsoft Office, PowerPoint, Windows, Linux, HTML, Research, Communication Skills, Teamwork, Friendly Personality, Supervisory Experience, Result Oriented Approach, Solutions Focused, Multi Tasking, Work Ethic, Passion for Quality, Exceptional People..., Relocation, English
Education
UC Berkeley Haas School of Business 1987 — 1989
Master of Business Administration (MBA), Finance, Real Estate
Tufts University 1980 — 1984
BS, Chemical Engineering
Kellogg Graduate School of Management
Executive Financial Statement Analysis
Professional on Sabbatical 2011 - 2012
Self Employed as Independent Consultant 2008 - 2010
WestEd 2006 - 2007
Hatchuel Tabernik & Associates 2003 - 2005
Project Finance International 2002 - 2003
Three Z Technologies 2001 - 2003
eFront Media 1999 - 2001
ETM Entertainment Network 1998 - 1999
Pacific Life 1989 - 1997
Gillette 1984 - 1987
Skills
MBA, Financial Analysis, Business Analysis, Forecasting, Budgets, Credit Analysis, Variance Analysis, Project Management, Business Strategy, Strategic Planning, Financial Structuring, Reporting & Analysis, Strategic Financial..., Complex Analysis, Financial Modeling, System Design, Excel models, Return on Investment..., Risk Analysis, Project Finance, Project Coordination, Data Mining, Microsoft Excel, Access, SQL, DBMS, Data Management, Oracle, MS Project, Microsoft Office, PowerPoint, Windows, Linux, HTML, Research, Communication Skills, Teamwork, Friendly Personality, Supervisory Experience, Result Oriented Approach, Solutions Focused, Multi Tasking, Work Ethic, Passion for Quality, Exceptional People..., Relocation, English
Education
UC Berkeley Haas School of Business 1987 — 1989
Master of Business Administration (MBA), Finance, Real Estate
Tufts University 1980 — 1984
BS, Chemical Engineering
Kellogg Graduate School of Management
Executive Financial Statement Analysis
Darcey Oliver's Pacific Life Experience April 2002 - June 2006
Job A/R Reporting Supervisor at Allianz Asset Management AG
Industry Investment Management
Experience
Allianz Asset Management AG April 2010 - Present
Pacific Life April 2002 - June 2006
Skills
Financial Analysis, Mutual Funds, Hedge Funds, Asset Management, Financial Reporting, Alternative Investments, Investments, Accounting, Private Equity, Equities, Account Reconciliation
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (BS), Business Management
Allianz Asset Management AG April 2010 - Present
Pacific Life April 2002 - June 2006
Skills
Financial Analysis, Mutual Funds, Hedge Funds, Asset Management, Financial Reporting, Alternative Investments, Investments, Accounting, Private Equity, Equities, Account Reconciliation
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (BS), Business Management
Debbie Rietsch's Pacific Life Experience April 2000 - April 2002
Job Customer Service Representative
Industry Consumer Services
Experience
UTLS Default Services ( formerly LandAmerica OneStop DS) 2010 - 2012
Landwood Title Company - Escrow Division February 2005 - July 2008
Fidelity National Title January 2004 - February 2005
Pacific Life April 2000 - April 2002
Lawyers Title Insurance Corporation September 1997 - April 2000
Orange Coast Title August 1988 - September 1997
Skills
Title Insurance, Commercial Real Estate, Title Searches, Closings, First Time Home Buyers, Investment Properties, Loans, Default, Property, HUD, Sellers, Residential Homes, 20+ years in Title..., Title Production Manager, Title Examiner, TSG Examiner, Title Inspections, Customer Service
Education
Orange Coast College 1986 — 1988
not completed, Accounting
Laguna Hills High School 1980 — 1984
High School Diploma, General Educantion
UTLS Default Services ( formerly LandAmerica OneStop DS) 2010 - 2012
Landwood Title Company - Escrow Division February 2005 - July 2008
Fidelity National Title January 2004 - February 2005
Pacific Life April 2000 - April 2002
Lawyers Title Insurance Corporation September 1997 - April 2000
Orange Coast Title August 1988 - September 1997
Skills
Title Insurance, Commercial Real Estate, Title Searches, Closings, First Time Home Buyers, Investment Properties, Loans, Default, Property, HUD, Sellers, Residential Homes, 20+ years in Title..., Title Production Manager, Title Examiner, TSG Examiner, Title Inspections, Customer Service
Education
Orange Coast College 1986 — 1988
not completed, Accounting
Laguna Hills High School 1980 — 1984
High School Diploma, General Educantion
Stephen Shepardson's Pacific Life Experience May 2011 - July 2012
Job Student at New York University School of Law
Industry Law Practice
Experience
Hon. Kimba M. Wood, Southern District of New York January 2015 - May 2015
Pernod Ricard USA April 2014 - May 2015
NYU School of Law June 2013 - February 2014
Pacific Life May 2011 - July 2012
Skills
Westlaw, Microsoft Excel, Microsoft Word, Lexis, Matlab, R, Java
Education
New York University School of Law 2012 — 2015
Doctor of Law (J.D.), Law
University of California, Santa Barbara 2006 — 2010
Bachelor of Science (BS), Financial Mathematics & Statistics
FHS
Hon. Kimba M. Wood, Southern District of New York January 2015 - May 2015
Pernod Ricard USA April 2014 - May 2015
NYU School of Law June 2013 - February 2014
Pacific Life May 2011 - July 2012
Skills
Westlaw, Microsoft Excel, Microsoft Word, Lexis, Matlab, R, Java
Education
New York University School of Law 2012 — 2015
Doctor of Law (J.D.), Law
University of California, Santa Barbara 2006 — 2010
Bachelor of Science (BS), Financial Mathematics & Statistics
FHS
Diane Ly's Pacific Life Experience 2013 - 2013
Job Project Manager
Industry Financial Services
Experience
Transamerica 2013 - Present
Pacific Life 2013 - 2013
City of Livingston 2012 - 2013
Skills
Management, Business Analysis, Customer Service, Process Improvement, Microsoft Excel, Risk Management, Analysis
Education
University of California, Merced 2011 — 2013
Business Management
Orange Coast College 2008 — 2011
Associate of Arts (A.A.), Pre-Law Studies
Transamerica 2013 - Present
Pacific Life 2013 - 2013
City of Livingston 2012 - 2013
Skills
Management, Business Analysis, Customer Service, Process Improvement, Microsoft Excel, Risk Management, Analysis
Education
University of California, Merced 2011 — 2013
Business Management
Orange Coast College 2008 — 2011
Associate of Arts (A.A.), Pre-Law Studies
Susan - ( aka Susie) Felice's Pacific Life Experience 1992 - 2002
Job Medical Claims Processor / Technical Lead Claims / Supervisor Mailroom, Claims, Customer Service
Industry Insurance
Experience
Cigna October 2002 - June 2015
Pacific Life 1992 - 2002
Blue Cross Blue Shield of Arizona 1987 - 1992
Skills
Medical/Hospital/Dental/..., Claims Resolution, Claim..., Pre-Existing..., Medical Terminology, Customer Service, Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training, Research, Call Centers, Medicare, Health Insurance, Medicaid, Outlook, Claim, Insurance, Medical Billing
Education
Northern Arizona University 1986 — 1987
Business Administration and Management, General
Washington High School 1982 — 1986
GED
Cigna October 2002 - June 2015
Pacific Life 1992 - 2002
Blue Cross Blue Shield of Arizona 1987 - 1992
Skills
Medical/Hospital/Dental/..., Claims Resolution, Claim..., Pre-Existing..., Medical Terminology, Customer Service, Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training, Research, Call Centers, Medicare, Health Insurance, Medicaid, Outlook, Claim, Insurance, Medical Billing
Education
Northern Arizona University 1986 — 1987
Business Administration and Management, General
Washington High School 1982 — 1986
GED
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO