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.,
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1,686 Pacific Life employees in database. Find out everything there's to know about Pacific Life employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Pacific Life Employees
Employee
Years
Job
Industry
Kevin Knight Kevin Knight's Pacific Life Experience May 2007 - June 2010
Job Vice President of Capital Markets at Ascendant Capital, LLC.
Industry Financial Services
Experience
Ascendant Capital, LLC. September 2015 - Present
Realty Capital Securities May 2015 - July 2015
Behringer June 2013 - March 2015
Hartman Income REIT September 2012 - June 2013
American General Life Companies June 2010 - February 2012
Pacific Life May 2007 - June 2010
Tiaa-Cref June 2005 - May 2007
JPMorgan Chase March 2004 - May 2005
Bank of America June 2002 - March 2004
American Express Financial Advisors December 2000 - May 2002
Skills
Investments, Insurance, Fixed Annuities, Financial Advisory, Securities, Finance, Asset Management, Life Insurance, Series 7, Series 63, Customer Service, Retirement Planning, Uniform Combined State..., Term Life Insurance, Financial Analysis, Marketing, Investment Advisory, Risk Management, REIT, Health Insurance, Internal Audit, Alternative Investments, Whole Life, Universal Life, Series 66, Wholesaler, Internal & External, Investment Banking, General Insurance, Mutual Funds, Financial Planning, Management, Leadership, Wealth Management, Relationship Management
Education
The University of Texas at Austin 1997 — 2001
Bachelors, Economics / Business
Southern Methodist University 2005 — 2007
Certified Financial Planning, CFP Program
Universidad de Guanajuato 2000 — 2001
Spanish Courses, Spanish Language and Literature
Ascendant Capital, LLC. September 2015 - Present
Realty Capital Securities May 2015 - July 2015
Behringer June 2013 - March 2015
Hartman Income REIT September 2012 - June 2013
American General Life Companies June 2010 - February 2012
Pacific Life May 2007 - June 2010
Tiaa-Cref June 2005 - May 2007
JPMorgan Chase March 2004 - May 2005
Bank of America June 2002 - March 2004
American Express Financial Advisors December 2000 - May 2002
Skills
Investments, Insurance, Fixed Annuities, Financial Advisory, Securities, Finance, Asset Management, Life Insurance, Series 7, Series 63, Customer Service, Retirement Planning, Uniform Combined State..., Term Life Insurance, Financial Analysis, Marketing, Investment Advisory, Risk Management, REIT, Health Insurance, Internal Audit, Alternative Investments, Whole Life, Universal Life, Series 66, Wholesaler, Internal & External, Investment Banking, General Insurance, Mutual Funds, Financial Planning, Management, Leadership, Wealth Management, Relationship Management
Education
The University of Texas at Austin 1997 — 2001
Bachelors, Economics / Business
Southern Methodist University 2005 — 2007
Certified Financial Planning, CFP Program
Universidad de Guanajuato 2000 — 2001
Spanish Courses, Spanish Language and Literature
Sean Harlan's Pacific Life Experience June 2013 - April 2014
Job Web Application Developer Consultant
Industry Information Technology and Services
Experience
Texas Children's Hospital July 2014 - Present
Pacific Life June 2013 - April 2014
Element Blue December 2010 - April 2013
Skills
WebSphere Portal, Lotus Connections, Websphere, WebSphere Application..., Lotus, Java, C, C++, Bash, HTML, MySQL, PHP, Subversion, Mobile Product..., Lotus Forms, AJAX, WebSphere
Education
The University of Texas at Austin 2005 — 2010
BS, Electrical and Computer Engineering
Texas Children's Hospital July 2014 - Present
Pacific Life June 2013 - April 2014
Element Blue December 2010 - April 2013
Skills
WebSphere Portal, Lotus Connections, Websphere, WebSphere Application..., Lotus, Java, C, C++, Bash, HTML, MySQL, PHP, Subversion, Mobile Product..., Lotus Forms, AJAX, WebSphere
Education
The University of Texas at Austin 2005 — 2010
BS, Electrical and Computer Engineering
Teri Bowen Teri Bowen's Pacific Life Experience March 2001 - September 2005
Job Senior Medical Staff Coordinator/System Analyst at TriCity Medical Center
Industry Hospital & Health Care
Experience
Tri-City Medical Center July 2015 - Present
Hoag March 2012 - June 2015
Saddleback Memorial Medical Center October 2005 - March 2012
Pacific Life March 2001 - September 2005
O'Neil Management September 1999 - March 2001
Skills
Outlook, HIPAA, Healthcare Management, Microsoft Word, Project Management, Microsoft Office, EMR, Microsoft Excel, Research, Public Speaking, Healthcare Information..., Team Leadership, Process Improvement, Training, Hospitals, Event Planning, Healthcare, Credentialing, PowerPoint, JCAHO, Social Networking, Managed Care, Physician Relations, Management, Customer Service, Access, Strategic Planning, Software Documentation, Account Management, Social Media Marketing
Education
Saddleback College
Tri-City Medical Center July 2015 - Present
Hoag March 2012 - June 2015
Saddleback Memorial Medical Center October 2005 - March 2012
Pacific Life March 2001 - September 2005
O'Neil Management September 1999 - March 2001
Skills
Outlook, HIPAA, Healthcare Management, Microsoft Word, Project Management, Microsoft Office, EMR, Microsoft Excel, Research, Public Speaking, Healthcare Information..., Team Leadership, Process Improvement, Training, Hospitals, Event Planning, Healthcare, Credentialing, PowerPoint, JCAHO, Social Networking, Managed Care, Physician Relations, Management, Customer Service, Access, Strategic Planning, Software Documentation, Account Management, Social Media Marketing
Education
Saddleback College
Felicia Allen Felicia Allen's Pacific Life Experience June 2011 - July 2013
Job Project Leader/ Data Entry Operator II at First National Bank of Omaha
Industry Computer Networking
Experience
First National Bank of Omaha February 2014 - Present
BLue Cross Blue Shield of Nebraska October 2013 - January 2014
Pacific Life June 2011 - July 2013
Craeon's Computer Services LLP June 2010 - December 2012
ACS November 2008 - July 2010
Gallup October 2004 - August 2008
Skills
Office Administration, Data Entry, Bookkeeping, Health Insurance, Document Imaging, Information Retrieval, Qualified Retirement..., Customer Service, Microsoft Office 2007, Document Retrieval, Employee Training, Quality Control, Payroll, Market Research, Life Insurance, Retirement Savings, Client Billing, Collections, Sales Management, Operations Management, Supervising, Retail Sales, Retirement, Customer Retention, Invoice Processing, Claims Handling, Appointment Scheduling, Work Orders, Dispatching, Inventory Control, Data Collection, Credit Card Transaction..., Chargebacks, Time Tracking, Medical Terminology, Banking, Cashiering
Education
The University of Southern Mississippi 1982 — 1984
none, Business Administration and Management, General
Magee High School 1976 — 1980
diploma, General Studies
First National Bank of Omaha February 2014 - Present
BLue Cross Blue Shield of Nebraska October 2013 - January 2014
Pacific Life June 2011 - July 2013
Craeon's Computer Services LLP June 2010 - December 2012
ACS November 2008 - July 2010
Gallup October 2004 - August 2008
Skills
Office Administration, Data Entry, Bookkeeping, Health Insurance, Document Imaging, Information Retrieval, Qualified Retirement..., Customer Service, Microsoft Office 2007, Document Retrieval, Employee Training, Quality Control, Payroll, Market Research, Life Insurance, Retirement Savings, Client Billing, Collections, Sales Management, Operations Management, Supervising, Retail Sales, Retirement, Customer Retention, Invoice Processing, Claims Handling, Appointment Scheduling, Work Orders, Dispatching, Inventory Control, Data Collection, Credit Card Transaction..., Chargebacks, Time Tracking, Medical Terminology, Banking, Cashiering
Education
The University of Southern Mississippi 1982 — 1984
none, Business Administration and Management, General
Magee High School 1976 — 1980
diploma, General Studies
Betsy Sarconi Betsy Sarconi's Pacific Life Experience 2000 - 2005
Job Business Systems Analyst at First American Trust, FSB
Industry Financial Services
Experience
First American Title 2005 - Present
Pacific Life 2000 - 2005
Met-Rx 1995 - 2000
Skills
Business Analysis, Visio, Requirements Gathering, Business Requirements, Requirements Analysis, User Acceptance Testing, Software Documentation, SharePoint, SDLC, Systems Analysis, Crystal Reports, Project Management, Mortgage Lending, Management, Process Improvement, Agile Methodologies
Education
Saddleback College
First American Title 2005 - Present
Pacific Life 2000 - 2005
Met-Rx 1995 - 2000
Skills
Business Analysis, Visio, Requirements Gathering, Business Requirements, Requirements Analysis, User Acceptance Testing, Software Documentation, SharePoint, SDLC, Systems Analysis, Crystal Reports, Project Management, Mortgage Lending, Management, Process Improvement, Agile Methodologies
Education
Saddleback College
Sharon Smith Sharon Smith's Pacific Life Experience June 1980 - May 1989
Job Senior Sales & Account Executive at The Regence Group
Industry Insurance
Experience
relocating to Central Florida February 2015 - Present
Regence BlueShield September 1989 - January 2015
Pacific Life June 1980 - May 1989
Education
The University of Memphis
relocating to Central Florida February 2015 - Present
Regence BlueShield September 1989 - January 2015
Pacific Life June 1980 - May 1989
Education
The University of Memphis
Kenneth Diamond Kenneth Diamond's Pacific Life Experience August 2006 - November 2008
Job Working with individuals and Independent Advisors to avoid the effects of heavy, immediate, and unnecessary taxation.
Industry Financial Services
Experience
Celtic Hammer Advisors August 2004 - Present
Table Bay Financial Network, Inc. July 2014 - Present
Pacific Life August 2006 - November 2008
First Data Merchant Services January 2005 - August 2006
Metropolitan Life Insurance Company November 2002 - March 2004
H&R Block Financial Advisors January 2002 - November 2002
UBS Wealth Management April 2001 - December 2001
Merrill Lynch March 1999 - April 2001
Dean Witter Reynolds Inc. April 1997 - March 1999
Skills
Retirement Planning, Insurance Solutions, Wealth Management, Annuities, Employee Benefits, Long Term Care, Disability Insurance, Term Life Insurance, Fixed Annuities, Insurance, Long-term Care, Asset Management, Mutual Funds, Financial Services, Strategic Planning, Life Insurance, Sales, Asset Allocation, Sales Process, Investments
Education
Santa Monica College 1991 — 1993
Venice High School
Celtic Hammer Advisors August 2004 - Present
Table Bay Financial Network, Inc. July 2014 - Present
Pacific Life August 2006 - November 2008
First Data Merchant Services January 2005 - August 2006
Metropolitan Life Insurance Company November 2002 - March 2004
H&R Block Financial Advisors January 2002 - November 2002
UBS Wealth Management April 2001 - December 2001
Merrill Lynch March 1999 - April 2001
Dean Witter Reynolds Inc. April 1997 - March 1999
Skills
Retirement Planning, Insurance Solutions, Wealth Management, Annuities, Employee Benefits, Long Term Care, Disability Insurance, Term Life Insurance, Fixed Annuities, Insurance, Long-term Care, Asset Management, Mutual Funds, Financial Services, Strategic Planning, Life Insurance, Sales, Asset Allocation, Sales Process, Investments
Education
Santa Monica College 1991 — 1993
Venice High School
Lingfei (Phyllis) Yang, FRM Lingfei (Phyllis) Yang, FRM's Pacific Life Experience March 2015 - April 2015
Job Model Risk Senior Analyst at HSBC
Industry Financial Services
Experience
Numerix May 2015 - August 2015
Pacific Life March 2015 - April 2015
Numerix June 2014 - September 2014
University of Illinois at Urbana-Champaign April 2013 - May 2013
UBS Investment Bank August 2010 - May 2012
Accenture June 2008 - July 2010
China International Fund Management Co., Ltd January 2008 - April 2008
Citi May 2007 - August 2007
Skills
Bloomberg, Equity Derivatives, Derivatives, Fixed Income, Equities, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Quantitative Analytics, Equity Research, Private Equity, Financial Markets, Microsoft Excel, Capital Markets, Hedge Funds, R, VBA, Microsoft Office, Matlab, SAS, Risk Management, SQL
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2014
Master, Financial Engineering
University of Illinois at Urbana-Champaign - College of Business 2012 — 2013
Master, Finance
Shanghai University of Finance and Economics 2004 — 2008
Bachelor, Economics (Minor: Accounting)
Numerix May 2015 - August 2015
Pacific Life March 2015 - April 2015
Numerix June 2014 - September 2014
University of Illinois at Urbana-Champaign April 2013 - May 2013
UBS Investment Bank August 2010 - May 2012
Accenture June 2008 - July 2010
China International Fund Management Co., Ltd January 2008 - April 2008
Citi May 2007 - August 2007
Skills
Bloomberg, Equity Derivatives, Derivatives, Fixed Income, Equities, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Quantitative Analytics, Equity Research, Private Equity, Financial Markets, Microsoft Excel, Capital Markets, Hedge Funds, R, VBA, Microsoft Office, Matlab, SAS, Risk Management, SQL
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2014
Master, Financial Engineering
University of Illinois at Urbana-Champaign - College of Business 2012 — 2013
Master, Finance
Shanghai University of Finance and Economics 2004 — 2008
Bachelor, Economics (Minor: Accounting)
James Cast, FLMI, ACS James Cast, FLMI, ACS's Pacific Life Experience February 2003 - February 2015
Job Sr. Business Analyst at iPipeline
Industry Information Technology and Services
Experience
iPipeline February 2015 - Present
Pacific Life February 2003 - February 2015
Computer Sciences Corporation December 1998 - August 2002
Financial Industries Corporation Insurance Group January 1998 - December 1998
American National Insurance Company May 1985 - December 1997
Skills
Business Process..., SDLC, Requirements Gathering, Process Improvement, Software Project..., Business Analysis, Requirements Analysis, Visio, Vendor Management, PMO, Program Management, Project Management, SharePoint, SQL, Insurance, Resource Management, Software Development, QlikView, Team Building, Change Management, Testing, Quality Assurance, Business Process, Business Requirements, Management, Analysis, Leadership, Project Planning, Training, Business Intelligence, Strategy
Education
University of Houston
BBA, Organizational Behavior and Management
Sam Houston State University
Management
University of Texas of the Permian Basin
Computer Science
Life Office Management Association
FLMI, ACS
iPipeline February 2015 - Present
Pacific Life February 2003 - February 2015
Computer Sciences Corporation December 1998 - August 2002
Financial Industries Corporation Insurance Group January 1998 - December 1998
American National Insurance Company May 1985 - December 1997
Skills
Business Process..., SDLC, Requirements Gathering, Process Improvement, Software Project..., Business Analysis, Requirements Analysis, Visio, Vendor Management, PMO, Program Management, Project Management, SharePoint, SQL, Insurance, Resource Management, Software Development, QlikView, Team Building, Change Management, Testing, Quality Assurance, Business Process, Business Requirements, Management, Analysis, Leadership, Project Planning, Training, Business Intelligence, Strategy
Education
University of Houston
BBA, Organizational Behavior and Management
Sam Houston State University
Management
University of Texas of the Permian Basin
Computer Science
Life Office Management Association
FLMI, ACS
Ken McClintock, CRPC®, CRC® Ken McClintock, CRPC®, CRC®'s Pacific Life Experience July 2004 - Present
Job Senior Regional Vice President, Pacific Life
Industry Financial Services
Experience
Pacific Life July 2004 - Present
Allstate April 2001 - July 2004
Edward Jones August 1994 - April 2001
Skills
Mutual Funds, Series 63, Fixed Annuities, Series 7, Business Development, Coaching, Consultative Sales..., Practice Management, Public Speaking, Advanced Sales, Indexed Annuities, Variable Annuities, Financial Services, Business Planning, Asset Allocation, Income Planning, Long-term Care
Education
Texas A&M University 1991 — 1994
Bachelor of Business Administration (B.B.A.), Cum Laude, Finance, General
Pacific Life July 2004 - Present
Allstate April 2001 - July 2004
Edward Jones August 1994 - April 2001
Skills
Mutual Funds, Series 63, Fixed Annuities, Series 7, Business Development, Coaching, Consultative Sales..., Practice Management, Public Speaking, Advanced Sales, Indexed Annuities, Variable Annuities, Financial Services, Business Planning, Asset Allocation, Income Planning, Long-term Care
Education
Texas A&M University 1991 — 1994
Bachelor of Business Administration (B.B.A.), Cum Laude, Finance, General
Jeff Buckner's Pacific Life Experience July 2007 - June 2008
Job Sr. IT Project Manager
Industry Information Technology and Services
Experience
Molina Healthcare August 2013 - Present
Irvine Technology Corporation February 2013 - Present
Stearns Lending February 2013 - August 2013
Resources Global Professionals February 2004 - January 2013
DIRECTV August 2011 - August 2012
Advanced Sterilization Products July 2009 - January 2011
Life Technologies July 2008 - June 2009
Pacific Life July 2007 - June 2008
Ameriquest Mortgage February 2004 - February 2007
Sony Pictures Entertainment August 2002 - November 2003
Skills
Process Improvement, Project Management, IT Management, Vendor Management, SDLC, Business Analysis, Integration, Business Process..., Program Management, Change Management, Team Leadership, Project Portfolio..., Customer Service, ITIL, Requirements Analysis, MS Project, Software Documentation, SaaS, IT Strategy, Management, Agile Methodologies, PMO, Business Process
Education
UCLA Anderson School of Management 2000 — 2001
Executive Management Program, UCLA Executive Management Program
EDS (Electronic Data Systems) 1987 — 1987
Systems Engineering, Systems Engineering Development Program
Spring Arbor University 1981 — 1986
Bachelor of Arts (B.A.), Computer Science with emphasis in Business
Molina Healthcare August 2013 - Present
Irvine Technology Corporation February 2013 - Present
Stearns Lending February 2013 - August 2013
Resources Global Professionals February 2004 - January 2013
DIRECTV August 2011 - August 2012
Advanced Sterilization Products July 2009 - January 2011
Life Technologies July 2008 - June 2009
Pacific Life July 2007 - June 2008
Ameriquest Mortgage February 2004 - February 2007
Sony Pictures Entertainment August 2002 - November 2003
Skills
Process Improvement, Project Management, IT Management, Vendor Management, SDLC, Business Analysis, Integration, Business Process..., Program Management, Change Management, Team Leadership, Project Portfolio..., Customer Service, ITIL, Requirements Analysis, MS Project, Software Documentation, SaaS, IT Strategy, Management, Agile Methodologies, PMO, Business Process
Education
UCLA Anderson School of Management 2000 — 2001
Executive Management Program, UCLA Executive Management Program
EDS (Electronic Data Systems) 1987 — 1987
Systems Engineering, Systems Engineering Development Program
Spring Arbor University 1981 — 1986
Bachelor of Arts (B.A.), Computer Science with emphasis in Business
Shanna Montoya Shanna Montoya's Pacific Life Experience September 2015 - Present
Job Senior Market & Credit Risk Analyst at Pacific Life
Industry Insurance
Experience
Pacific Life September 2015 - Present
Pacific Life December 2005 - August 2015
ZCSterling 2001 - 2005
Yum! Brands 1997 - 2001
The Geneva Companies 1994 - 1997
Micro Rent Corporation 1986 - 1991
Skills
Functional..., Requirements Gathering, Business Requirements, Visio, Business Analysis, Systems Analysis, User Acceptance Testing, SharePoint, Insurance, SQL, Full SDLC, Business Objects, SDLC, Data Warehousing, Waterfall, COBOL, Use Case Analysis, Data Modeling, Fileaid, Requirements Analysis, Software Documentation, Agile Methodologies
Education
San Diego State University-California State University 1981 — 1985
BA, Spanish / Information Systems
Pacific Life September 2015 - Present
Pacific Life December 2005 - August 2015
ZCSterling 2001 - 2005
Yum! Brands 1997 - 2001
The Geneva Companies 1994 - 1997
Micro Rent Corporation 1986 - 1991
Skills
Functional..., Requirements Gathering, Business Requirements, Visio, Business Analysis, Systems Analysis, User Acceptance Testing, SharePoint, Insurance, SQL, Full SDLC, Business Objects, SDLC, Data Warehousing, Waterfall, COBOL, Use Case Analysis, Data Modeling, Fileaid, Requirements Analysis, Software Documentation, Agile Methodologies
Education
San Diego State University-California State University 1981 — 1985
BA, Spanish / Information Systems
Sara O'Bannon Sara O'Bannon's Pacific Life Experience May 1993 - June 1999
Job Certified Benefits Specialist at Univers Workplace Solutions
Industry Insurance
Experience
Private Equity Group February 2012 - September 2012
Thomas Financial Group September 2002 - April 2003
Richard S. Bernstein & Associates Inc. June 1999 - December 1999
Pacific Life May 1993 - June 1999
LifeQuote September 1989 - May 1993
New England Financial April 1987 - May 1988
Skills
Insurance, PowerPoint, Long Term Care, Customer Service, Annuities, Writing, Employee Benefits, Estate Planning, Retirement Planning, Excel, Disability Insurance, New Business Development, Analysis, Problem Solving, Marketing Strategy, Term Life Insurance, Health Insurance, Microsoft Office, Insurance Planning, Compliance, Asset Allocation, Underwriting, Pensions, Customer Relations, Microsoft Excel, Fixed Annuities, Marketing, Financial Planners, Long-term Care, Time Management, Life Insurance, Recruiting, Sales, Call Centers, Strategy, Business Planning
Education
The American College 1994 — 2010
Coursework towards CLU
University of Virginia 1982 — 1984
BA, Economics
Our Lady of Lourdes Academy
Private Equity Group February 2012 - September 2012
Thomas Financial Group September 2002 - April 2003
Richard S. Bernstein & Associates Inc. June 1999 - December 1999
Pacific Life May 1993 - June 1999
LifeQuote September 1989 - May 1993
New England Financial April 1987 - May 1988
Skills
Insurance, PowerPoint, Long Term Care, Customer Service, Annuities, Writing, Employee Benefits, Estate Planning, Retirement Planning, Excel, Disability Insurance, New Business Development, Analysis, Problem Solving, Marketing Strategy, Term Life Insurance, Health Insurance, Microsoft Office, Insurance Planning, Compliance, Asset Allocation, Underwriting, Pensions, Customer Relations, Microsoft Excel, Fixed Annuities, Marketing, Financial Planners, Long-term Care, Time Management, Life Insurance, Recruiting, Sales, Call Centers, Strategy, Business Planning
Education
The American College 1994 — 2010
Coursework towards CLU
University of Virginia 1982 — 1984
BA, Economics
Our Lady of Lourdes Academy
Diane Donnelly Myers, CRC® Diane Donnelly Myers, CRC®'s Pacific Life Experience December 2010 - Present
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life December 2010 - Present
Skills
Asset Allocation, Business Development, Coaching, Financial Services, Fixed Annuities, iPad, Mutual Funds, Plannning, Public Speaking, Retirement Planning, Series 7, Series 63, Series 26, Social Security, Variable Annuities, Life Insurance, Microsoft PowerPoint
Education
University of Tampa 1984 — 1986
Bachelor's degree
Skyline College 1982 — 1984
Associate of Arts (A.A.)
Pacific Life December 2010 - Present
Skills
Asset Allocation, Business Development, Coaching, Financial Services, Fixed Annuities, iPad, Mutual Funds, Plannning, Public Speaking, Retirement Planning, Series 7, Series 63, Series 26, Social Security, Variable Annuities, Life Insurance, Microsoft PowerPoint
Education
University of Tampa 1984 — 1986
Bachelor's degree
Skyline College 1982 — 1984
Associate of Arts (A.A.)
Michael Donnelly, CRC® Michael Donnelly, CRC®'s Pacific Life Experience December 2006 - Present
Job Senior Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life December 2006 - Present
Skills
Asset Allocation, Brainshark, Business Development, Coaching, Consultative Selling, Financial Services, Fixed Annuities, Indexed Annuities, IRAs, Life Insurance, Long-term Care, Mutual Funds, Planning, Public Speaking, Relationship Management, Retirement, Retirement Planning, Social Security, Strategic Planning, Variable Annuities
Education
Saint Anselm College
Pacific Life December 2006 - Present
Skills
Asset Allocation, Brainshark, Business Development, Coaching, Consultative Selling, Financial Services, Fixed Annuities, Indexed Annuities, IRAs, Life Insurance, Long-term Care, Mutual Funds, Planning, Public Speaking, Relationship Management, Retirement, Retirement Planning, Social Security, Strategic Planning, Variable Annuities
Education
Saint Anselm College
Aditya Soni Aditya Soni's Pacific Life Experience May 2015 - Present
Job Sr. Business Systems Analyst at Pacific Life
Industry Information Technology and Services
Experience
Pacific Life May 2015 - Present
Transamerica June 2011 - May 2015
Medco Health Solutions (now Express Scripts) 2009 - 2011
Mutual of Omaha 2007 - 2009
Sysnet Technology Solutions Pvt.Ltd 2007 - 2007
Skills
SQL, Requirements Analysis, Microsoft SQL Server, Web Technologies, .NET, Access, Healthcare Information..., Healthcare Analytics, Functional..., Fineos, QTP, Test Automation, Test Cases, SDLC, JAD, BRD, Traceability Matrix, Smoke Testing, Defect Logging, Manual Test Execution, Test Case Generation, Test Matrix, Database Macros, MS Access, Vlookup, Pivot Tables, Data Analysis, Requirements Gathering, Analysis, Business Analysis, Gap Analysis, Software Project..., IT Project..., IT Project Management, Agile Methodologies, Agile Testing, Regression Testing, Process Flow..., Business Process..., Business Process Design, Manual Testing, Scrum, Systems Analysis, User Acceptance Testing, SharePoint, Quality Center, Project Management, Data Warehousing, Visio, Business Process
Education
University of Findlay 2005 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance, 3.84
The Maharaja Sayajirao University of Baroda 2002 — 2005
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Pacific Life May 2015 - Present
Transamerica June 2011 - May 2015
Medco Health Solutions (now Express Scripts) 2009 - 2011
Mutual of Omaha 2007 - 2009
Sysnet Technology Solutions Pvt.Ltd 2007 - 2007
Skills
SQL, Requirements Analysis, Microsoft SQL Server, Web Technologies, .NET, Access, Healthcare Information..., Healthcare Analytics, Functional..., Fineos, QTP, Test Automation, Test Cases, SDLC, JAD, BRD, Traceability Matrix, Smoke Testing, Defect Logging, Manual Test Execution, Test Case Generation, Test Matrix, Database Macros, MS Access, Vlookup, Pivot Tables, Data Analysis, Requirements Gathering, Analysis, Business Analysis, Gap Analysis, Software Project..., IT Project..., IT Project Management, Agile Methodologies, Agile Testing, Regression Testing, Process Flow..., Business Process..., Business Process Design, Manual Testing, Scrum, Systems Analysis, User Acceptance Testing, SharePoint, Quality Center, Project Management, Data Warehousing, Visio, Business Process
Education
University of Findlay 2005 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance, 3.84
The Maharaja Sayajirao University of Baroda 2002 — 2005
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Donald White Donald White's Pacific Life Experience April 1979 - July 1982
Job CEO of Treasure Coast Financial and Treasurer Love Without Boundaries
Industry Financial Services
Experience
Love Without Boundaries January 2006 - Present
Treasure Coast Financial Services Inc. January 1995 - Present
God's Money December 1993 - Present
Million Dollar Roundtable 1991 - Present
Prudential Securities February 1988 - January 1995
EF Hutton & Company December 1985 - February 1988
Cohen-White & Associates July 1982 - December 1985
Pacific Life April 1979 - July 1982
New York Life Insurance Company January 1977 - April 1979
Skills
Professional Speaker, Chartered Financial..., Chartered Life..., Public Speaking, Strategic Planning, Investments, Financial Planning, Estate Planning, Strategic Financial..., Financial Advisory, Motivational Speaking, Investment Management, Life Insurance, Disability Insurance, Wealth, Retirement Planning, Insurance, Fixed Annuities, Individual Life, Retirement, Financial Planners, Charities, 401k, Mutual Funds, Wealth Management, Wealth Accumulation, IRAs, Long-term Care, Term Life Insurance, Investment Strategies, Pensions, Investment Advisory
Education
The American College 1984 — 1986
ChFC, Chartered Financial Consultant
The American College 1979 — 1981
CLU, Insurance
University of Florida 1973 — 1974
None, Jouralism
Northeast High School 1970 — 1973
Diploma
Love Without Boundaries January 2006 - Present
Treasure Coast Financial Services Inc. January 1995 - Present
God's Money December 1993 - Present
Million Dollar Roundtable 1991 - Present
Prudential Securities February 1988 - January 1995
EF Hutton & Company December 1985 - February 1988
Cohen-White & Associates July 1982 - December 1985
Pacific Life April 1979 - July 1982
New York Life Insurance Company January 1977 - April 1979
Skills
Professional Speaker, Chartered Financial..., Chartered Life..., Public Speaking, Strategic Planning, Investments, Financial Planning, Estate Planning, Strategic Financial..., Financial Advisory, Motivational Speaking, Investment Management, Life Insurance, Disability Insurance, Wealth, Retirement Planning, Insurance, Fixed Annuities, Individual Life, Retirement, Financial Planners, Charities, 401k, Mutual Funds, Wealth Management, Wealth Accumulation, IRAs, Long-term Care, Term Life Insurance, Investment Strategies, Pensions, Investment Advisory
Education
The American College 1984 — 1986
ChFC, Chartered Financial Consultant
The American College 1979 — 1981
CLU, Insurance
University of Florida 1973 — 1974
None, Jouralism
Northeast High School 1970 — 1973
Diploma
Treaven Knafla Treaven Knafla's Pacific Life Experience September 2008 - January 2010
Job Driller/Locator at CCI Systems, Inc
Industry Entertainment
Experience
CCI Systems, Inc November 2014 - Present
Excite Medical February 2014 - November 2014
Verizon Wireless October 2012 - December 2013
Gamers, Inc. August 2010 - October 2012
Asset Appraisal Services February 2010 - June 2010
Pacific Life September 2008 - January 2010
Neiman's Family Market April 2008 - August 2008
Quantum Marking January 2007 - December 2007
Kraft/Nabisco August 2005 - January 2007
Saginaw Valley State Univ August 2003 - June 2005
Skills
Management/Coaching., Money Management, Direct Client..., Team Leadership, Team Management, Microsoft Office, Microsoft Word, PowerPoint, 10 Key, Customer Satisfaction, Business Networking, Multi Tasking
Education
Saginaw Valley State University 2003 — 2005
Business, Management, Marketing, and Related Support Services, 3.0
Tawas Area High School 1999 — 2003
CCI Systems, Inc November 2014 - Present
Excite Medical February 2014 - November 2014
Verizon Wireless October 2012 - December 2013
Gamers, Inc. August 2010 - October 2012
Asset Appraisal Services February 2010 - June 2010
Pacific Life September 2008 - January 2010
Neiman's Family Market April 2008 - August 2008
Quantum Marking January 2007 - December 2007
Kraft/Nabisco August 2005 - January 2007
Saginaw Valley State Univ August 2003 - June 2005
Skills
Management/Coaching., Money Management, Direct Client..., Team Leadership, Team Management, Microsoft Office, Microsoft Word, PowerPoint, 10 Key, Customer Satisfaction, Business Networking, Multi Tasking
Education
Saginaw Valley State University 2003 — 2005
Business, Management, Marketing, and Related Support Services, 3.0
Tawas Area High School 1999 — 2003
Cassandra Biyela Cassandra Biyela's Pacific Life Experience April 1993 - June 1998
Job Team Lead Denials Management
Industry Insurance
Experience
Benefit Recovery March 2015 - Present
Benefit Recovery September 2014 - March 2015
Benefit Recovery February 2008 - September 2014
Maricopa Managed Care October 2001 - December 2005
Pacific Life April 1993 - June 1998
Skills
Customer Service, Entrepreneurship, Strategic Planning, Process Improvement, Direct Sales, Team Building, Business Strategy, Healthcare, Training, Microsoft Office, Business Analysis, Hospitals
Education
Saint Xavier University 1982 — 1986
Unity Catholic High School 1978 — 1982
Benefit Recovery March 2015 - Present
Benefit Recovery September 2014 - March 2015
Benefit Recovery February 2008 - September 2014
Maricopa Managed Care October 2001 - December 2005
Pacific Life April 1993 - June 1998
Skills
Customer Service, Entrepreneurship, Strategic Planning, Process Improvement, Direct Sales, Team Building, Business Strategy, Healthcare, Training, Microsoft Office, Business Analysis, Hospitals
Education
Saint Xavier University 1982 — 1986
Unity Catholic High School 1978 — 1982
Debbie Blumhagen Debbie Blumhagen's Pacific Life Experience 1988 - 1990
Job Director, Industry Relations at AXA US
Industry Financial Services
Experience
AXA US December 2013 - Present
Prudential Financial January 2013 - November 2013
The Hartford 2010 - 2012
Woodbury Financial Services 2009 - 2010
Woodbury Financial Services 2005 - 2009
The MONY Group 1990 - 2005
Pacific Life 1988 - 1990
Skills
Recruiting, Marketing, Business Development, Meeting Planning, Business Operations, Business Planning, Sales, Training, Marketing Strategy, Lead Generation, New Business Development, Budgets, Competitive Analysis, Event Planning
Education
San Diego State University-California State University 1982 — 1986
Bachelor of Science (BS), Business Administration/Finance
AXA US December 2013 - Present
Prudential Financial January 2013 - November 2013
The Hartford 2010 - 2012
Woodbury Financial Services 2009 - 2010
Woodbury Financial Services 2005 - 2009
The MONY Group 1990 - 2005
Pacific Life 1988 - 1990
Skills
Recruiting, Marketing, Business Development, Meeting Planning, Business Operations, Business Planning, Sales, Training, Marketing Strategy, Lead Generation, New Business Development, Budgets, Competitive Analysis, Event Planning
Education
San Diego State University-California State University 1982 — 1986
Bachelor of Science (BS), Business Administration/Finance
Wallace Hutson Wallace Hutson's Pacific Life Experience June 2013 - Present
Job PRIME Senior Staff Underwriter at Pacific Life
Industry Insurance
Experience
Pacific Life June 2013 - Present
ING 2008 - 2013
American General Life Companies July 1997 - April 2008
Skills
Life Insurance..., Life Insurance, Term Life Insurance, Risk Assessment, Reinsurance, Brokers, Customer Service, Commercial Insurance, Relationship Management, Finance
Education
Texas Christian University
Bachelor of Business Administration (BBA), Finance, General
Pacific Life June 2013 - Present
ING 2008 - 2013
American General Life Companies July 1997 - April 2008
Skills
Life Insurance..., Life Insurance, Term Life Insurance, Risk Assessment, Reinsurance, Brokers, Customer Service, Commercial Insurance, Relationship Management, Finance
Education
Texas Christian University
Bachelor of Business Administration (BBA), Finance, General
Barbara Fields, CFP® Barbara Fields, CFP®'s Pacific Life Experience 1998 - 2015
Job Senior Advanced Marketing Consultant at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company 1998 - Present
Pacific Life 1998 - 2015
Pacific Life 1998 - 2015
Pacific Life 1998 - 2015
California Fields, Inc. January 1980 - December 1998
Skills
Financial Services, Retirement Planning, Public Speaking, Fixed Annuities, Variable Annuities, Social Security, Employee Training, Business Develo, Advanced Sales, Income Planning, Mutual Funds, Sales & Marketing
Education
Temple University
Bachelor's Degree, Actuarial Science/Insurance & Risk
Pacific Life Insurance Company 1998 - Present
Pacific Life 1998 - 2015
Pacific Life 1998 - 2015
Pacific Life 1998 - 2015
California Fields, Inc. January 1980 - December 1998
Skills
Financial Services, Retirement Planning, Public Speaking, Fixed Annuities, Variable Annuities, Social Security, Employee Training, Business Develo, Advanced Sales, Income Planning, Mutual Funds, Sales & Marketing
Education
Temple University
Bachelor's Degree, Actuarial Science/Insurance & Risk
Mark Cavalieri, LUTCF Mark Cavalieri, LUTCF's Pacific Life Experience December 2004 - February 2013
Job Sales Executive & Sales Manager
Industry Financial Services
Experience
Senior Market Sales Inc October 2013 - Present
Pacific Life December 2004 - February 2013
Prudential Financial June 2003 - June 2004
Pioneer Investments February 1998 - December 2002
Franklin Financial Services Corp March 1983 - January 1997
Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Life Insurance, IRAs, Asset Allocation, Retirement Planning, Long Term Care Insurance, Sales Presentations, Phone Sales Scripting, Series 6, Series 7, Series 26, Series 63, Series 65, 401k, Personnel Supervision, Sales Management, Account Management, Team Management, Marketing, Salesforce.com, Leadership, Retirement, Insurance, Investments, Sales, Financial Planning, Financial Services, Finance, Wealth Management, Long-term Care, Securities, Financial Advisory, Disability Insurance, Relationship Management, Employee Benefits, Management, Microsoft Excel
Education
The American College 1989 — 1992
LUTCF, Life, Disability, & Business Insurance
University of Nebraska-Lincoln 1976 — 1979
Broadcast Journalism, Advertising & Broadcast Journalism
Senior Market Sales Inc October 2013 - Present
Pacific Life December 2004 - February 2013
Prudential Financial June 2003 - June 2004
Pioneer Investments February 1998 - December 2002
Franklin Financial Services Corp March 1983 - January 1997
Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Life Insurance, IRAs, Asset Allocation, Retirement Planning, Long Term Care Insurance, Sales Presentations, Phone Sales Scripting, Series 6, Series 7, Series 26, Series 63, Series 65, 401k, Personnel Supervision, Sales Management, Account Management, Team Management, Marketing, Salesforce.com, Leadership, Retirement, Insurance, Investments, Sales, Financial Planning, Financial Services, Finance, Wealth Management, Long-term Care, Securities, Financial Advisory, Disability Insurance, Relationship Management, Employee Benefits, Management, Microsoft Excel
Education
The American College 1989 — 1992
LUTCF, Life, Disability, & Business Insurance
University of Nebraska-Lincoln 1976 — 1979
Broadcast Journalism, Advertising & Broadcast Journalism
Nancy Wang Nancy Wang's Pacific Life Experience April 2014 - Present
Job HR Business Partner at Pacific Life
Industry Insurance
Experience
Pacific Life April 2014 - Present
MetLife February 2013 - March 2014
MetLife November 2003 - January 2013
Kyocera March 1999 - September 2003
Cole Vision August 1996 - January 1999
Skills
Employee Relations, Performance Management, Human Resources, Recruiting, Leadership, Management, Organizational Design, Program Management, Compensation & Benefit, Insurance, Incentive Programs, Onboarding, Succession Planning, Talent Management, Life Insurance, Talent Acquisition
Education
The Ohio State University 1988 — 1992
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Pacific Life April 2014 - Present
MetLife February 2013 - March 2014
MetLife November 2003 - January 2013
Kyocera March 1999 - September 2003
Cole Vision August 1996 - January 1999
Skills
Employee Relations, Performance Management, Human Resources, Recruiting, Leadership, Management, Organizational Design, Program Management, Compensation & Benefit, Insurance, Incentive Programs, Onboarding, Succession Planning, Talent Management, Life Insurance, Talent Acquisition
Education
The Ohio State University 1988 — 1992
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Brennan DiChiara Brennan DiChiara's Pacific Life Experience June 2013 - August 2013
Job Sr. Actuarial Associate at Blue Cross Blue Shield of Texas
Industry Insurance
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas December 2013 - Present
Pacific Life June 2013 - August 2013
Towers Watson June 2012 - August 2012
Southern Nazarene University January 2012 - May 2012
American Fidelity Assurance Company August 2011 - December 2011
Skills
Actuarial Science, Statistics, Data Analysis, Microsoft Excel, SQL, Teradata, Tableau, Probability, Public Speaking, Critical Thinking, PowerPoint, Analysis, Microsoft Word, Microsoft Office, Teamwork, Leadership, Access, Calculus, Team Leadership, Teaching, Fixed Annuities, Variable Annuities
Education
Southern Nazarene University 2010 — 2013
Bachelor of Science (BS), Mathematics, 3.98/4.0 (Summa Cum Laude)
Berkner High School 2006 — 2010
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas December 2013 - Present
Pacific Life June 2013 - August 2013
Towers Watson June 2012 - August 2012
Southern Nazarene University January 2012 - May 2012
American Fidelity Assurance Company August 2011 - December 2011
Skills
Actuarial Science, Statistics, Data Analysis, Microsoft Excel, SQL, Teradata, Tableau, Probability, Public Speaking, Critical Thinking, PowerPoint, Analysis, Microsoft Word, Microsoft Office, Teamwork, Leadership, Access, Calculus, Team Leadership, Teaching, Fixed Annuities, Variable Annuities
Education
Southern Nazarene University 2010 — 2013
Bachelor of Science (BS), Mathematics, 3.98/4.0 (Summa Cum Laude)
Berkner High School 2006 — 2010
Sam Neala Covell Sam Neala Covell's Pacific Life Experience May 2007 - October 2012
Job Senior Technical Writer with DITA Experience
Industry Computer Software
Experience
Teradata September 2013 - August 2015
Paradigm Information Services, Inc. October 2012 - August 2013
Pacific Life May 2007 - October 2012
Fremont Investment & Loan October 2006 - March 2007
Long Beach Mortgage Company November 2005 - October 2006
Lionbridge Technologies December 2004 - October 2005
San Diego State University December 2001 - April 2004
Agilent Technologies September 1999 - August 2001
Skills
Instructional Design, Policy, SnagIt, Manuals, FrameMaker, Technical Communication, Technical Writing, Technical Documentation, Software Documentation, E-Learning, Editing, PowerPoint, Captivate, Microsoft Word, RoboHelp, Document Management, Training, Online Help
Education
San Diego State University-California State University 2002 — 2003
Graduate Certificate, Technical and Grant Writing
UCSC Silicon Valley Extension 2000 — 2001
Graduate Certificate, Project and Program Management
San Jose State University 1994 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Teradata September 2013 - August 2015
Paradigm Information Services, Inc. October 2012 - August 2013
Pacific Life May 2007 - October 2012
Fremont Investment & Loan October 2006 - March 2007
Long Beach Mortgage Company November 2005 - October 2006
Lionbridge Technologies December 2004 - October 2005
San Diego State University December 2001 - April 2004
Agilent Technologies September 1999 - August 2001
Skills
Instructional Design, Policy, SnagIt, Manuals, FrameMaker, Technical Communication, Technical Writing, Technical Documentation, Software Documentation, E-Learning, Editing, PowerPoint, Captivate, Microsoft Word, RoboHelp, Document Management, Training, Online Help
Education
San Diego State University-California State University 2002 — 2003
Graduate Certificate, Technical and Grant Writing
UCSC Silicon Valley Extension 2000 — 2001
Graduate Certificate, Project and Program Management
San Jose State University 1994 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Ornella Torralba Ornella Torralba's Pacific Life Experience 2014 - 2014
Job Graphic Designer at Troika International Inc.
Industry Graphic Design
Experience
Graphic Designer January 1998 - Present
Casal dels Catalans de California January 2008 - Present
Bolero Records 2014 - Present
Troika International Inc. 2015 - Present
Victory International Group September 2014 - October 2014
Educational Insights August 2014 - August 2014
Dearden's May 2002 - May 2014
PIH Health September 2013 - March 2014
Pacific Life 2014 - 2014
CleverEve 2012 - 2012
Skills
Graphic Design, Layout, Posters, Flyers, Photography, Print Production, Banners, Image Manipulation, Graphics, Advertising
Education
Art Center College of Design 2013 — 2013
Package Design
Compumatics 2006 — 2006
Web Design
Santa Monica College at the Academy of Entertainment & Technology
B. A, Photography; Fashion and Architecture
Santa Monica College 2001 — 2002
Occupational Certificate, Graphic Design
Institut d'Estuds Fotografics de Cataunya (IEFC )
B. A, Photography
Graphic Designer January 1998 - Present
Casal dels Catalans de California January 2008 - Present
Bolero Records 2014 - Present
Troika International Inc. 2015 - Present
Victory International Group September 2014 - October 2014
Educational Insights August 2014 - August 2014
Dearden's May 2002 - May 2014
PIH Health September 2013 - March 2014
Pacific Life 2014 - 2014
CleverEve 2012 - 2012
Skills
Graphic Design, Layout, Posters, Flyers, Photography, Print Production, Banners, Image Manipulation, Graphics, Advertising
Education
Art Center College of Design 2013 — 2013
Package Design
Compumatics 2006 — 2006
Web Design
Santa Monica College at the Academy of Entertainment & Technology
B. A, Photography; Fashion and Architecture
Santa Monica College 2001 — 2002
Occupational Certificate, Graphic Design
Institut d'Estuds Fotografics de Cataunya (IEFC )
B. A, Photography
Dale Curington Dale Curington's Pacific Life Experience 2006 - 2009
Job
Industry Financial Services
Experience
TD Ameritrade 2009 - Present
Pacific Life 2006 - 2009
Skills
Strategic Planning, Investments, Series 7, Series 63, Customer Service, Portfolio Management, Motorcycle Charity..., Series 3, Financial Planning, Asset Allocation, Retirement, Sales
Education
Lesley College 1990 — 1993
MA, Human Resource Management
Texas A&M University 1981 — 1985
BA, Agricultural Economics
TD Ameritrade 2009 - Present
Pacific Life 2006 - 2009
Skills
Strategic Planning, Investments, Series 7, Series 63, Customer Service, Portfolio Management, Motorcycle Charity..., Series 3, Financial Planning, Asset Allocation, Retirement, Sales
Education
Lesley College 1990 — 1993
MA, Human Resource Management
Texas A&M University 1981 — 1985
BA, Agricultural Economics
Ronnie L. Holmes, Jr., CRPC ® Ronnie L. Holmes, Jr., CRPC ®'s Pacific Life Experience March 2001 - August 2006
Job President at Elm Financial Partners
Industry Financial Services
Experience
Elm Financial Partners April 2012 - Present
Lincoln Financial Group September 2006 - March 2012
Pacific Life March 2001 - August 2006
Skills
Insurance, Retirement, Training, Fixed Annuities, Marketing Strategy, Small Business, Life Insurance, Retirement Planning, Recruiting, Microsoft Excel, Sales, Banking, Project Management, Management, Marketing, Finance, New Business Development, Team Building, Sales Management, Strategic Planning
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
The American College
CLU
Elm Financial Partners April 2012 - Present
Lincoln Financial Group September 2006 - March 2012
Pacific Life March 2001 - August 2006
Skills
Insurance, Retirement, Training, Fixed Annuities, Marketing Strategy, Small Business, Life Insurance, Retirement Planning, Recruiting, Microsoft Excel, Sales, Banking, Project Management, Management, Marketing, Finance, New Business Development, Team Building, Sales Management, Strategic Planning
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
The American College
CLU
Art Sobczak, CLU, ChFC Art Sobczak, CLU, ChFC's Pacific Life Experience January 1997 - December 1999
Job Collaborative Life Insurance Professional; Protecting Your Clients, Enhancing Your Practice.
Industry Insurance
Experience
Insurance Design Group December 2011 - Present
The Hartford January 2004 - December 2011
Sagemark Consulting January 2001 - December 2003
Pacific Life January 1997 - December 1999
Manulife Financial May 1986 - December 1996
Skills
Finance, Wealth, Life Insurance, Disability Insurance, Project Planning, Marketing, Underwriting, Strategic Planning, Customer Service, Risk Management, Fixed Annuities, Coaching, Leadership, Estate Planning, Term Life Insurance, Long-term Care
Education
Southern California Institute 2008 — 2008
Laureate, Wealth Strategies
The American College 1990 — 1993
Chartered Financial Consultant, Personal, Business and Estate Planning
The American College 1990 — 1992
Chartered Life Underwriter, Insurance and Risk Management
University of Wisconsin-La Crosse 1979 — 1982
Bachelor of Science, Mass Communications
Insurance Design Group December 2011 - Present
The Hartford January 2004 - December 2011
Sagemark Consulting January 2001 - December 2003
Pacific Life January 1997 - December 1999
Manulife Financial May 1986 - December 1996
Skills
Finance, Wealth, Life Insurance, Disability Insurance, Project Planning, Marketing, Underwriting, Strategic Planning, Customer Service, Risk Management, Fixed Annuities, Coaching, Leadership, Estate Planning, Term Life Insurance, Long-term Care
Education
Southern California Institute 2008 — 2008
Laureate, Wealth Strategies
The American College 1990 — 1993
Chartered Financial Consultant, Personal, Business and Estate Planning
The American College 1990 — 1992
Chartered Life Underwriter, Insurance and Risk Management
University of Wisconsin-La Crosse 1979 — 1982
Bachelor of Science, Mass Communications
Mitch Hersh, CFP®, CRC® Mitch Hersh, CFP®, CRC®'s Pacific Life Experience April 1994 - Present
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life April 1994 - Present
Shearson Lehman Brothers 1990 - 1992
USF&G 1988 - 1990
MetLife 1984 - 1987
Skills
Asset Allocation, Business Development, Coaching, Financial Services, Fixed Annuities, Life Insurance, Mutual Funds, Public Speaking, Retirement Planning, Social Security, Variable Annuities, Long-term Care
Education
State University of New York College at Oneonta 1977 — 1981
Bachelor of Science (BS), Economics
Pacific Life April 1994 - Present
Shearson Lehman Brothers 1990 - 1992
USF&G 1988 - 1990
MetLife 1984 - 1987
Skills
Asset Allocation, Business Development, Coaching, Financial Services, Fixed Annuities, Life Insurance, Mutual Funds, Public Speaking, Retirement Planning, Social Security, Variable Annuities, Long-term Care
Education
State University of New York College at Oneonta 1977 — 1981
Bachelor of Science (BS), Economics
Lee A. Bennett Lee A. Bennett's Pacific Life Experience June 2014 - Present
Job Senior Director, National Accounts, Retirement Solutions Division at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life June 2014 - Present
Security Benefit June 2011 - June 2014
Security Benefit October 2010 - June 2011
Sun Life Financial Distributors June 2006 - October 2009
Protective Life April 2005 - June 2006
Old National Bank November 2002 - April 2005
Edward Jones December 1999 - November 2002
Education
Southern Illinois University, Edwardsville 1997 — 2000
B.S., Business Administration, Finance
Olney Central College 1995 — 1997
A.S., General Studies
Pacific Life June 2014 - Present
Security Benefit June 2011 - June 2014
Security Benefit October 2010 - June 2011
Sun Life Financial Distributors June 2006 - October 2009
Protective Life April 2005 - June 2006
Old National Bank November 2002 - April 2005
Edward Jones December 1999 - November 2002
Education
Southern Illinois University, Edwardsville 1997 — 2000
B.S., Business Administration, Finance
Olney Central College 1995 — 1997
A.S., General Studies
Herb Hafter Herb Hafter's Pacific Life Experience April 1984 - April 1989
Job Corporate Real Estate Advisor with CBRE
Industry Commercial Real Estate
Experience
CBRE May 2003 - Present
Association for Corporate Growth January 2011 - Present
San Diego Military Advisory Council (SDMAC) January 2010 - Present
Trammell Crow Company 2003 - 2006
Jones Lang LaSalle April 1989 - April 2003
Pacific Life April 1984 - April 1989
The Koll Company April 1981 - April 1984
Coldwell Banker Commercial February 1974 - April 1981
Skills
Corporate Real Estate, Disposition, Leases, Location Intelligence, Lease Negotiations, Real Estate, Property Management, Investments, Portfolio Management, Valuation, Lease Administration, Asset Managment, Asset Management, Strategy, Real Estate Economics, Commercial Real Estate, Mergers & Acquisitions, Budgets, Brokerage, Dispositions, Tenant
Education
San Diego State University-California State University
MPA, Public Administration
San Diego State University-California State University
Bachelor of Arts (B.A.), Political Science and Government
CBRE May 2003 - Present
Association for Corporate Growth January 2011 - Present
San Diego Military Advisory Council (SDMAC) January 2010 - Present
Trammell Crow Company 2003 - 2006
Jones Lang LaSalle April 1989 - April 2003
Pacific Life April 1984 - April 1989
The Koll Company April 1981 - April 1984
Coldwell Banker Commercial February 1974 - April 1981
Skills
Corporate Real Estate, Disposition, Leases, Location Intelligence, Lease Negotiations, Real Estate, Property Management, Investments, Portfolio Management, Valuation, Lease Administration, Asset Managment, Asset Management, Strategy, Real Estate Economics, Commercial Real Estate, Mergers & Acquisitions, Budgets, Brokerage, Dispositions, Tenant
Education
San Diego State University-California State University
MPA, Public Administration
San Diego State University-California State University
Bachelor of Arts (B.A.), Political Science and Government
Douglas Flaute, CPA, ChFC, CLU Douglas Flaute, CPA, ChFC, CLU's Pacific Life Experience 1993 - 1998
Job President Life Insurance Sales
Industry Insurance
Experience
Qualis Financial Group January 2014 - Present
Hartford Life November 2011 - November 2013
Sun Life Financial January 2010 - January 2012
Universal Financial Consultants 2008 - 2010
Wachovia Securities Financial Network 2005 - 2008
Hartford Life 1998 - 2005
Pacific Life 1993 - 1998
Manulife Financial 1990 - 1993
Cigna Financial Services 1985 - 1990
Arthur Anderson & co 1982 - 1985
Skills
Fixed Annuities, Estate Planning, Life Insurance, Retirement Planning, Retirement, Term Life Insurance, Financial Planners, Business Planning, Insurance, Mutual Funds, Disability Insurance, Underwriting, 401k, Series 6, Series 63, Long-term Care, Strategic Financial..., Series 7, Finance, Wealth Management, Investments, Wealth, Financial Advisory, Financial Planning
Education
The American College 1988 — 1989
CLU, ChFC, Insurance
University of Cincinnati 1978 — 1982
BBA, Accounting
Qualis Financial Group January 2014 - Present
Hartford Life November 2011 - November 2013
Sun Life Financial January 2010 - January 2012
Universal Financial Consultants 2008 - 2010
Wachovia Securities Financial Network 2005 - 2008
Hartford Life 1998 - 2005
Pacific Life 1993 - 1998
Manulife Financial 1990 - 1993
Cigna Financial Services 1985 - 1990
Arthur Anderson & co 1982 - 1985
Skills
Fixed Annuities, Estate Planning, Life Insurance, Retirement Planning, Retirement, Term Life Insurance, Financial Planners, Business Planning, Insurance, Mutual Funds, Disability Insurance, Underwriting, 401k, Series 6, Series 63, Long-term Care, Strategic Financial..., Series 7, Finance, Wealth Management, Investments, Wealth, Financial Advisory, Financial Planning
Education
The American College 1988 — 1989
CLU, ChFC, Insurance
University of Cincinnati 1978 — 1982
BBA, Accounting
Tara Sayre Tara Sayre's Pacific Life Experience August 2008 - December 2010
Job Management Consultant Strategic Execution
Industry Management Consulting
Experience
Point B December 2010 - Present
ebt partners February 2008 - Present
UC Irvine March 2008 - April 2011
Pacific Life August 2008 - December 2010
H&R Block Bank August 2006 - 2008
Option One Mortgage Corp December 2002 - August 2006
Ceira Technologies December 1999 - June 2002
KPMG June 1997 - December 1999
GTE (contract) February 1996 - June 1997
Education
UCLA Anderson School of Management 2003 — 2005
MBA
University of Kansas
Bachelor's Degree
Point B December 2010 - Present
ebt partners February 2008 - Present
UC Irvine March 2008 - April 2011
Pacific Life August 2008 - December 2010
H&R Block Bank August 2006 - 2008
Option One Mortgage Corp December 2002 - August 2006
Ceira Technologies December 1999 - June 2002
KPMG June 1997 - December 1999
GTE (contract) February 1996 - June 1997
Education
UCLA Anderson School of Management 2003 — 2005
MBA
University of Kansas
Bachelor's Degree
Christian Cornejo Christian Cornejo's Pacific Life Experience 2008 - 2009
Job Business Development at Blue Goose Uniforms
Industry Apparel & Fashion
Experience
Blue Goose Uniforms 2014 - Present
Student Bar Association, SCU Law April 2011 - May 2012
EFP Law Group May 2011 - July 2011
Watsonville Law Center March 2011 - March 2011
Temple Chambers June 2010 - July 2010
Pacific Life 2008 - 2009
Skills
Series 6, Spanish, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Risk Management, Project Management, Team-oriented, Travel, International Law, International Travel, Compliance, Legal Research, Negotiation, Legal Writing, Litigation, Licensing, Analysis, Investments, Venture Capital, Commercial Litigation, Banking, Mergers & Acquisitions, Management, Research, Corporate Law, Finance, Westlaw, Public Speaking, Securities
Education
Santa Clara University - Leavey School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship and Management
Santa Clara University School of Law 2009 — 2013
Doctor of Law (JD), Corporate & International Law
The University of Hong Kong 2010 — 2010
Law
University of California, Irvine 2004 — 2007
BA, History
Escuela Americana 1986 — 2001
High School
Blue Goose Uniforms 2014 - Present
Student Bar Association, SCU Law April 2011 - May 2012
EFP Law Group May 2011 - July 2011
Watsonville Law Center March 2011 - March 2011
Temple Chambers June 2010 - July 2010
Pacific Life 2008 - 2009
Skills
Series 6, Spanish, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Risk Management, Project Management, Team-oriented, Travel, International Law, International Travel, Compliance, Legal Research, Negotiation, Legal Writing, Litigation, Licensing, Analysis, Investments, Venture Capital, Commercial Litigation, Banking, Mergers & Acquisitions, Management, Research, Corporate Law, Finance, Westlaw, Public Speaking, Securities
Education
Santa Clara University - Leavey School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship and Management
Santa Clara University School of Law 2009 — 2013
Doctor of Law (JD), Corporate & International Law
The University of Hong Kong 2010 — 2010
Law
University of California, Irvine 2004 — 2007
BA, History
Escuela Americana 1986 — 2001
High School
Steve Crozier Steve Crozier's Pacific Life Experience May 1989 - June 1997
Job IT Consultant Life Insurance Systems
Industry Information Technology and Services
Experience
Crotek Enterprises LLC June 1997 - Present
Pacific Life May 1989 - June 1997
AutoForm May 1987 - April 1989
Mutual of Omaha December 1979 - April 1987
Skills
Reinsurance, Insurance, General Insurance, Life Insurance, Consulting, JCL, COBOL, SDLC, Programming, Testing, IMS DB/DC, Requirements Gathering, Requirements Analysis, Business Requirements, Program Management, Software Design, DB2, Data Warehousing, Systems Analysis, Software Project..., User Acceptance Testing, Enterprise Architecture, Mainframe, IT Strategy, CICS, Business Intelligence
Education
Saint Mary's University of Minnesota 1971 — 1976
B.A., History/Sociology
Crotek Enterprises LLC June 1997 - Present
Pacific Life May 1989 - June 1997
AutoForm May 1987 - April 1989
Mutual of Omaha December 1979 - April 1987
Skills
Reinsurance, Insurance, General Insurance, Life Insurance, Consulting, JCL, COBOL, SDLC, Programming, Testing, IMS DB/DC, Requirements Gathering, Requirements Analysis, Business Requirements, Program Management, Software Design, DB2, Data Warehousing, Systems Analysis, Software Project..., User Acceptance Testing, Enterprise Architecture, Mainframe, IT Strategy, CICS, Business Intelligence
Education
Saint Mary's University of Minnesota 1971 — 1976
B.A., History/Sociology
Jeff Bogdan Jeff Bogdan's Pacific Life Experience 2000 - 2002
Job Principal, Lifeplans Financial and Insurance Services
Industry Financial Services
Experience
Lifeplans Financial and Insurance Services September 2002 - Present
Pacific Life 2000 - 2002
Winfire 2000 - 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Retirement Plan..., Portfolio Management, Investment Strategies, Wealth Management..., Asset Managment, Financial Planners, Investments, Insurance, Variable Annuities, Fixed Annuities, Retirement, Mutual Funds, Securities, Bonds, Equities, Alternative Investments, 401k, 401k Rollovers, Series 7, Series 6, Series 63, Consumer Lending, IRAs, Finance, Disability Insurance, Mortgage Lending, Term Life Insurance, Financial Services, Employee Benefits, Wealth Accumulation, Life Insurance, Fixed Income, Investment Advisory, Brokerage, Key Person Insurance, Long Term Care Insurance, Small Business, Long-term Care, Asset Allocation, Wealth, Financial Advisory, Strategy, Financial Structuring, Residential Mortgages
Education
San Diego State University-California State University 1996 — 2000
Business Administration and Management, General
Corona del Mar HS 1991 — 1996
Lifeplans Financial and Insurance Services September 2002 - Present
Pacific Life 2000 - 2002
Winfire 2000 - 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Retirement Plan..., Portfolio Management, Investment Strategies, Wealth Management..., Asset Managment, Financial Planners, Investments, Insurance, Variable Annuities, Fixed Annuities, Retirement, Mutual Funds, Securities, Bonds, Equities, Alternative Investments, 401k, 401k Rollovers, Series 7, Series 6, Series 63, Consumer Lending, IRAs, Finance, Disability Insurance, Mortgage Lending, Term Life Insurance, Financial Services, Employee Benefits, Wealth Accumulation, Life Insurance, Fixed Income, Investment Advisory, Brokerage, Key Person Insurance, Long Term Care Insurance, Small Business, Long-term Care, Asset Allocation, Wealth, Financial Advisory, Strategy, Financial Structuring, Residential Mortgages
Education
San Diego State University-California State University 1996 — 2000
Business Administration and Management, General
Corona del Mar HS 1991 — 1996
Margaret Ellison Simonds Margaret Ellison Simonds's Pacific Life Experience May 2006 - July 2008
Job Director of Operations Alan Bolotin, CLU, ChFC AEP, Baystate Financial
Industry Financial Services
Experience
Alan C. Bolotin, CLU, ChFC, AEP September 2014 - Present
First American Insurance Underwriters August 2011 - April 2014
First American Insurance Underwriters August 2010 - April 2014
First American Insurance Underwriters August 2010 - August 2011
MassMutual - MidAtlantic Broker Services August 2008 - August 2010
Pacific Life May 2006 - July 2008
Highland Capital Brokerage August 2002 - May 2006
Commerce.TV 2000 - 2002
Linx Communications 1999 - 2000
UNIFI Communications 1996 - 1999
Skills
Life Insurance, Disability Insurance, Insurance, Sales, Building Relationships, Whole Life, Estate Planning, Long Term Care Insurance, Underwriting, Long-term Care, Start-ups, Universal Life, Financial Services, Employee Training, Variable Life, Term Life Insurance, Business Continuity..., National Accounts, Fixed Annuities, Indexed Annuities, Retirement Planning, College Funding..., Special Needs Trusts, CRM, SmartOffice, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Vital Signs, Troubleshooting, Marketing Strategy, Thought Leadership, Sales Presentations, Event Planning, Digital Photography, Photoshop, Management, Marketing, Financial Planning, Relationship Building
Education
San Diego State University-California State University 1991 — 1993
Sociology Graduate Studies
University of New Hampshire 1987 — 1990
Bachelor of Arts (B.A.), Sociology
Dover-Sherborn Regional High School 1983 — 1986
Caryl School, Dover MA
Alan C. Bolotin, CLU, ChFC, AEP September 2014 - Present
First American Insurance Underwriters August 2011 - April 2014
First American Insurance Underwriters August 2010 - April 2014
First American Insurance Underwriters August 2010 - August 2011
MassMutual - MidAtlantic Broker Services August 2008 - August 2010
Pacific Life May 2006 - July 2008
Highland Capital Brokerage August 2002 - May 2006
Commerce.TV 2000 - 2002
Linx Communications 1999 - 2000
UNIFI Communications 1996 - 1999
Skills
Life Insurance, Disability Insurance, Insurance, Sales, Building Relationships, Whole Life, Estate Planning, Long Term Care Insurance, Underwriting, Long-term Care, Start-ups, Universal Life, Financial Services, Employee Training, Variable Life, Term Life Insurance, Business Continuity..., National Accounts, Fixed Annuities, Indexed Annuities, Retirement Planning, College Funding..., Special Needs Trusts, CRM, SmartOffice, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Vital Signs, Troubleshooting, Marketing Strategy, Thought Leadership, Sales Presentations, Event Planning, Digital Photography, Photoshop, Management, Marketing, Financial Planning, Relationship Building
Education
San Diego State University-California State University 1991 — 1993
Sociology Graduate Studies
University of New Hampshire 1987 — 1990
Bachelor of Arts (B.A.), Sociology
Dover-Sherborn Regional High School 1983 — 1986
Caryl School, Dover MA
Priscilla (Pat) Garwood Priscilla (Pat) Garwood's Pacific Life Experience January 1991 - February 2010
Job
Industry Insurance
Experience
Agenc Development Corp. August 2011 - February 2014
Pacific Life January 1991 - February 2010
Unum October 1984 - July 1988
Skills
Underwriting, Policy, Life Insurance, Disability Insurance
Education
Xavier University 1976 — 1978
Master's Degree, Higher Education/Higher Education Administration
Wright State University 1968 — 1970
Bachelor's Degree, Secondary Education and Teaching
Taylor University 1964 — 1968
Secondary Education and Teaching
Agenc Development Corp. August 2011 - February 2014
Pacific Life January 1991 - February 2010
Unum October 1984 - July 1988
Skills
Underwriting, Policy, Life Insurance, Disability Insurance
Education
Xavier University 1976 — 1978
Master's Degree, Higher Education/Higher Education Administration
Wright State University 1968 — 1970
Bachelor's Degree, Secondary Education and Teaching
Taylor University 1964 — 1968
Secondary Education and Teaching
Wilbert Scott's Pacific Life Experience October 2012 - February 2013
Job Oracle UPK Developer, Trainer, Analyst III at EdgeRock Technology Partners
Industry Financial Services
Experience
EdgeRock Technology Partners August 2015 - Present
Successful Financial Mangement Workshops January 2008 - Present
International Consulting Acquisition Corp January 2015 - July 2015
Ciber August 2014 - December 2014
Comcast Cable February 2014 - May 2014
Tennessee Valley Authority February 2013 - February 2014
Pacific Life October 2012 - February 2013
Ascension Health August 2011 - September 2012
Macro Solutions March 2011 - August 2011
State of Delaware October 2008 - March 2011
Skills
Training, Leadership, Program Management, Software Documentation, Management, Human Resources, Analysis, Project Management, Interviews, Training Delivery, Strategic Planning, Budgets, Banking, PeopleSoft, Outsourcing, Recruiting, Supply Chain Management, Vendor Management, Employee Relations, Healthcare, Change Management, Instructor-led Training, Testing, Finance, Teaching, Business Process..., New Hire Orientations, Organizational..., Time Management, Business Analysis, Consulting, SDLC, Process Improvement, Workshops, Leadership Development, Financial Services, Team Building, Business Process, Instructional Design, Payroll, Talent Management, Personnel Management, Performance Management, Onboarding, Policy, Employee Training, Administration
Education
Southern Univeristy at New Orleans 1984 — 1987
Associate Degree, Computer Science, Management and General Business
Southern University at New Orleans 1984 — 1987
Associate Degree Computer Science, Computer Science/Business Management
EdgeRock Technology Partners August 2015 - Present
Successful Financial Mangement Workshops January 2008 - Present
International Consulting Acquisition Corp January 2015 - July 2015
Ciber August 2014 - December 2014
Comcast Cable February 2014 - May 2014
Tennessee Valley Authority February 2013 - February 2014
Pacific Life October 2012 - February 2013
Ascension Health August 2011 - September 2012
Macro Solutions March 2011 - August 2011
State of Delaware October 2008 - March 2011
Skills
Training, Leadership, Program Management, Software Documentation, Management, Human Resources, Analysis, Project Management, Interviews, Training Delivery, Strategic Planning, Budgets, Banking, PeopleSoft, Outsourcing, Recruiting, Supply Chain Management, Vendor Management, Employee Relations, Healthcare, Change Management, Instructor-led Training, Testing, Finance, Teaching, Business Process..., New Hire Orientations, Organizational..., Time Management, Business Analysis, Consulting, SDLC, Process Improvement, Workshops, Leadership Development, Financial Services, Team Building, Business Process, Instructional Design, Payroll, Talent Management, Personnel Management, Performance Management, Onboarding, Policy, Employee Training, Administration
Education
Southern Univeristy at New Orleans 1984 — 1987
Associate Degree, Computer Science, Management and General Business
Southern University at New Orleans 1984 — 1987
Associate Degree Computer Science, Computer Science/Business Management
Amber (Thompson) Boyles Amber (Thompson) Boyles's Pacific Life Experience November 2007 - July 2009
Job NPI & Allocation Manager at OtterBox
Industry Consumer Goods
Experience
OtterBox January 2015 - Present
OtterBox July 2014 - December 2014
Oakley May 2012 - July 2014
Oakley July 2009 - May 2012
Pacific Life November 2007 - July 2009
Black & Decker HHI June 2007 - November 2007
Ballston Spa High School July 2005 - June 2007
Physical Therapy Associates of Schenectady June 2001 - August 2005
Skills
CRM, Forecasting, Process Improvement, Analysis, Analytics, Vendor Management, Operations Improvement, Data Analysis, Budgets, Project Planning, Quality Assurance, Finance, Microsoft Excel, Logistics, Accounting, SAP, Access, Leadership, Business Analysis, Cross-functional Team..., Business Process..., Management, Inventory Management, Operations Management, Team Leadership
Education
University of California, Irvine 2011 — 2012
Six Sigma Lean Black Belt, 4.0/4.0
University of California, Irvine 2011 — 2011
Six Sigma Lean, Green Belt, 4.0/4.0
Siena College 2001 — 2005
BA, Mathematics, 3.5/4.0
OtterBox January 2015 - Present
OtterBox July 2014 - December 2014
Oakley May 2012 - July 2014
Oakley July 2009 - May 2012
Pacific Life November 2007 - July 2009
Black & Decker HHI June 2007 - November 2007
Ballston Spa High School July 2005 - June 2007
Physical Therapy Associates of Schenectady June 2001 - August 2005
Skills
CRM, Forecasting, Process Improvement, Analysis, Analytics, Vendor Management, Operations Improvement, Data Analysis, Budgets, Project Planning, Quality Assurance, Finance, Microsoft Excel, Logistics, Accounting, SAP, Access, Leadership, Business Analysis, Cross-functional Team..., Business Process..., Management, Inventory Management, Operations Management, Team Leadership
Education
University of California, Irvine 2011 — 2012
Six Sigma Lean Black Belt, 4.0/4.0
University of California, Irvine 2011 — 2011
Six Sigma Lean, Green Belt, 4.0/4.0
Siena College 2001 — 2005
BA, Mathematics, 3.5/4.0
Paul Bogenrief Paul Bogenrief's Pacific Life Experience 1972 - 1983
Job Retired attorney
Industry Real Estate
Experience
Boeing Satellite Systems 2001 - 2003
Hughes Aircraft Company 1984 - 2001
Pacific Life 1972 - 1983
Skills
Fundraising, Legal Writing, Community Outreach, Nonprofits, Public Speaking, Leadership Development, Outlook, PowerPoint, Social Networking, Editing, Research, Strategic Planning, Microsoft Word, Contract Negotiation, Marketing, Microsoft Office, Event Management, Teaching, Organizational..., Leadership, Public Relations, Negotiation, Team Building, Coaching, Customer Service
Education
USC Gould School of Law 1969 — 1972
Doctor of Law (JD), Law
The Ohio State University 1966 — 1969
Bachelor of Arts (B.A.), Political Science and Government
Boeing Satellite Systems 2001 - 2003
Hughes Aircraft Company 1984 - 2001
Pacific Life 1972 - 1983
Skills
Fundraising, Legal Writing, Community Outreach, Nonprofits, Public Speaking, Leadership Development, Outlook, PowerPoint, Social Networking, Editing, Research, Strategic Planning, Microsoft Word, Contract Negotiation, Marketing, Microsoft Office, Event Management, Teaching, Organizational..., Leadership, Public Relations, Negotiation, Team Building, Coaching, Customer Service
Education
USC Gould School of Law 1969 — 1972
Doctor of Law (JD), Law
The Ohio State University 1966 — 1969
Bachelor of Arts (B.A.), Political Science and Government
John B. Murray, III John B. Murray, III's Pacific Life Experience May 2014 - Present
Job Sr. Director, National Accounts, Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life May 2014 - Present
Symetra Financial April 2012 - April 2014
Sun Life Financial January 2006 - March 2012
MFS Investment Management March 2003 - December 2005
MFS Investment Management September 2000 - February 2003
MFS Investment Management September 1997 - August 2000
Skills
Mutual Funds, Series 63, Financial Services, Series 7, Retirement Planning, Retirement, Investments, Fixed Annuities, Management, Series 6
Education
Southern New Hampshire University 1993 — 1997
B.S Business Administration, Business Management
WMHS
Pacific Life May 2014 - Present
Symetra Financial April 2012 - April 2014
Sun Life Financial January 2006 - March 2012
MFS Investment Management March 2003 - December 2005
MFS Investment Management September 2000 - February 2003
MFS Investment Management September 1997 - August 2000
Skills
Mutual Funds, Series 63, Financial Services, Series 7, Retirement Planning, Retirement, Investments, Fixed Annuities, Management, Series 6
Education
Southern New Hampshire University 1993 — 1997
B.S Business Administration, Business Management
WMHS
Beth Glavosek Beth Glavosek's Pacific Life Experience April 2001 - October 2003
Job Freelance Copywriter
Industry Financial Services
Experience
Beth Ink, LLC January 2011 - Present
Wells Real Estate Funds May 2004 - December 2010
Pacific Life April 2001 - October 2003
Sapient August 2000 - March 2001
Siegel & Gale April 1996 - August 2000
Alliance of American Insurers March 1995 - July 1995
American Osteopathic Association January 1994 - March 1995
Clayton County Chamber of Commerce August 1991 - October 1993
Skills
Annual Reports, Copywriting, Newsletters, Editing, Writing, Marketing Communications, Corporate Communications, Financial Writing, Internal Communications, Investor Relations, Media Relations, Finance
Education
The University of Georgia 1987 — 1991
BA, Journalism
Woodward Academy 1984 — 1987
Beth Ink, LLC January 2011 - Present
Wells Real Estate Funds May 2004 - December 2010
Pacific Life April 2001 - October 2003
Sapient August 2000 - March 2001
Siegel & Gale April 1996 - August 2000
Alliance of American Insurers March 1995 - July 1995
American Osteopathic Association January 1994 - March 1995
Clayton County Chamber of Commerce August 1991 - October 1993
Skills
Annual Reports, Copywriting, Newsletters, Editing, Writing, Marketing Communications, Corporate Communications, Financial Writing, Internal Communications, Investor Relations, Media Relations, Finance
Education
The University of Georgia 1987 — 1991
BA, Journalism
Woodward Academy 1984 — 1987
Jaqueline Rivas's Pacific Life Experience June 2011 - August 2011
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2015 - Present
KPMG October 2013 - Present
KPMG January 2012 - March 2012
Pacific Life June 2011 - August 2011
USRES June 2009 - August 2009
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, Financial Analysis, Financial Modeling, Asset Management, Portfolio Management, Budgets, Internal Audit
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science in Accounting, Accounting
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting
KPMG US July 2015 - Present
KPMG October 2013 - Present
KPMG January 2012 - March 2012
Pacific Life June 2011 - August 2011
USRES June 2009 - August 2009
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, Financial Analysis, Financial Modeling, Asset Management, Portfolio Management, Budgets, Internal Audit
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science in Accounting, Accounting
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting
Jeff Strupp Jeff Strupp's Pacific Life Experience February 2011 - February 2012
Job Senior Linux Administrator at Smile Brands Inc.
Industry Computer & Network Security
Experience
Smile Brands Inc. December 2012 - Present
TEKsystems (contracted to United Health Group) September 2012 - November 2012
GenieDB February 2012 - August 2012
Pacific Life February 2011 - February 2012
Oakley November 2010 - February 2011
M86 Security September 2009 - October 2010
Marshal8e6 April 2008 - September 2009
8e6 Technologies June 2004 - April 2008
Jobson Publishing, LLC December 2002 - January 2004
MICRO-RADIAN ENGINEERING October 2001 - November 2002
Skills
Linux, Perl, MySQL, Virtualization, Apache, Cloud Computing, Security, Storage Area Networks, Network Administration, System Administration, Database Administration, Data Analysis, Infrastructure, MySQL Cluster, Information Security, VMware, Mac OS X, Customer Engagement, High Availability, Python, Active Directory, Networking, Firewalls, Integration, VPN, OS X
Education
Rancho Santiago College 2000 — 2001
AA certificate; AA degree, Computer Information Science; General Science
Santa Ana College 1990 — 1992
AS, Computer Science
Smile Brands Inc. December 2012 - Present
TEKsystems (contracted to United Health Group) September 2012 - November 2012
GenieDB February 2012 - August 2012
Pacific Life February 2011 - February 2012
Oakley November 2010 - February 2011
M86 Security September 2009 - October 2010
Marshal8e6 April 2008 - September 2009
8e6 Technologies June 2004 - April 2008
Jobson Publishing, LLC December 2002 - January 2004
MICRO-RADIAN ENGINEERING October 2001 - November 2002
Skills
Linux, Perl, MySQL, Virtualization, Apache, Cloud Computing, Security, Storage Area Networks, Network Administration, System Administration, Database Administration, Data Analysis, Infrastructure, MySQL Cluster, Information Security, VMware, Mac OS X, Customer Engagement, High Availability, Python, Active Directory, Networking, Firewalls, Integration, VPN, OS X
Education
Rancho Santiago College 2000 — 2001
AA certificate; AA degree, Computer Information Science; General Science
Santa Ana College 1990 — 1992
AS, Computer Science
Navid Hassain Navid Hassain's Pacific Life Experience June 2011 - April 2012
Job Sr. Project Manager at NetApp
Industry Computer Networking
Experience
NetApp May 2012 - Present
Pacific Life June 2011 - April 2012
WAVE Technology Solutions Group August 2009 - June 2011
Epoch Universal May 2008 - September 2009
PlanNet Consulting April 2007 - April 2008
Getronics January 1998 - April 2007
Chiron/Novartis 2004 - 2007
CompuCom 1998 - 2007
Unidata 1992 - 1993
Skills
Project Management, Integration, Project Planning, Infrastructure, Contract Negotiation, Business Development, Customer Support, Continuous Improvement, Technology Needs..., Organizational Structure, Architectural Design, Vendor Management, ITIL, Program Management, Consulting, Leadership, Data Center, IT Management, PMP, IT Operations, Disaster Recovery, Cloud Computing, Professional Services, SharePoint, Management, SDLC, PMO, IT Strategy, IT Service Management
Education
University of Maryland University College 1999 — 2001
MS, Telecommunications Management
State University of New York at New Paltz 1987 — 1992
BS, Electrical and Electronics Engineering
Govt Dehli College
NetApp May 2012 - Present
Pacific Life June 2011 - April 2012
WAVE Technology Solutions Group August 2009 - June 2011
Epoch Universal May 2008 - September 2009
PlanNet Consulting April 2007 - April 2008
Getronics January 1998 - April 2007
Chiron/Novartis 2004 - 2007
CompuCom 1998 - 2007
Unidata 1992 - 1993
Skills
Project Management, Integration, Project Planning, Infrastructure, Contract Negotiation, Business Development, Customer Support, Continuous Improvement, Technology Needs..., Organizational Structure, Architectural Design, Vendor Management, ITIL, Program Management, Consulting, Leadership, Data Center, IT Management, PMP, IT Operations, Disaster Recovery, Cloud Computing, Professional Services, SharePoint, Management, SDLC, PMO, IT Strategy, IT Service Management
Education
University of Maryland University College 1999 — 2001
MS, Telecommunications Management
State University of New York at New Paltz 1987 — 1992
BS, Electrical and Electronics Engineering
Govt Dehli College
Tracy Steele, PMP Tracy Steele, PMP's Pacific Life Experience February 2010 - May 2013
Job Senior Project Management Consultant
Industry Financial Services
Experience
4PM.com Project Management Training February 2012 - Present
Pacific Life February 2010 - May 2013
JPMorgan Chase (formerly WaMu Investments) October 2008 - May 2009
WaMu Investments December 2005 - May 2009
Charles Schwab Investment Managment July 2003 - December 2005
Charles Schwab & Co July 1999 - September 2001
WM Financial Services (formerly Great Western Financial Services) October 1990 - June 1998
Skills
Strategy, Program Management, Executive Management, Vendor Management, Project Management, Certified Project..., Coaching, Change Management, Risk Management, Cross-functional Team..., Business Process..., Project Portfolio..., Business Analysis, Budgets, Data Warehousing, Asset Allocation, Process Improvement, Agile Project Management, PMO, Management, Business Relationship..., Mortgage Lending, Enterprise Software, ERP, Business Case, Information Technology, Disaster Recovery, SDLC, Software Development, Strategic Planning, Leadership, Call Centers, Investments, Portfolio Management, Integration, Sales, Team Building, Quality Assurance, Financial Services, IT Strategy, Mergers & Acquisitions, Product Management, Software Documentation, PMP, Business Process, Business Intelligence, Business Strategy, Requirements Gathering, IT Management, Visio
Education
Simmons College - Simmons School of Management 1984 — 1985
MBA, Business
St. Catherine University
B.A., Engllish/Spanish
4PM.com Project Management Training February 2012 - Present
Pacific Life February 2010 - May 2013
JPMorgan Chase (formerly WaMu Investments) October 2008 - May 2009
WaMu Investments December 2005 - May 2009
Charles Schwab Investment Managment July 2003 - December 2005
Charles Schwab & Co July 1999 - September 2001
WM Financial Services (formerly Great Western Financial Services) October 1990 - June 1998
Skills
Strategy, Program Management, Executive Management, Vendor Management, Project Management, Certified Project..., Coaching, Change Management, Risk Management, Cross-functional Team..., Business Process..., Project Portfolio..., Business Analysis, Budgets, Data Warehousing, Asset Allocation, Process Improvement, Agile Project Management, PMO, Management, Business Relationship..., Mortgage Lending, Enterprise Software, ERP, Business Case, Information Technology, Disaster Recovery, SDLC, Software Development, Strategic Planning, Leadership, Call Centers, Investments, Portfolio Management, Integration, Sales, Team Building, Quality Assurance, Financial Services, IT Strategy, Mergers & Acquisitions, Product Management, Software Documentation, PMP, Business Process, Business Intelligence, Business Strategy, Requirements Gathering, IT Management, Visio
Education
Simmons College - Simmons School of Management 1984 — 1985
MBA, Business
St. Catherine University
B.A., Engllish/Spanish
Jon Wagner Jon Wagner's Pacific Life Experience January 2008 - August 2012
Job IT Management and Consulting
Industry Information Technology and Services
Experience
The IQAir Group July 2014 - December 2014
Epicor Software February 2013 - June 2014
Artemis Search Partners November 2012 - January 2013
Pacific Life January 2008 - August 2012
Wonderware January 1999 - October 2007
Eurotherm 1994 - 1998
Information Systems Laboratories January 1993 - March 1994
Westinghouse February 1990 - December 1992
Skills
Business Continuity, ASP, VMware, ISO 27001, Salesforce.com, Cisco Technologies, SQL, Checkpoint, ClearQuest, Oracle, XP, VPN, Disaster Recovery, IT Operations, ITIL, Data Center, Management, IT Management, Enterprise Software, SharePoint, Process Improvement, Project Management, Active Directory, Microsoft Servers, Servers, VMware ESX, System Administration, Networking, Security, Infrastructure, Citrix, Network Security, Microsoft Technologies, Microsoft Exchange, Storage, HP, Unix, System Deployment, Information Technology, Windows 7, Hardware, Cloud Computing, Integration, Enterprise Architecture, IT Strategy, IT Service Management, Citrix Metaframe, IIS, Solution Architecture
Education
The Johns Hopkins University 1986 — 1990
BS
The IQAir Group July 2014 - December 2014
Epicor Software February 2013 - June 2014
Artemis Search Partners November 2012 - January 2013
Pacific Life January 2008 - August 2012
Wonderware January 1999 - October 2007
Eurotherm 1994 - 1998
Information Systems Laboratories January 1993 - March 1994
Westinghouse February 1990 - December 1992
Skills
Business Continuity, ASP, VMware, ISO 27001, Salesforce.com, Cisco Technologies, SQL, Checkpoint, ClearQuest, Oracle, XP, VPN, Disaster Recovery, IT Operations, ITIL, Data Center, Management, IT Management, Enterprise Software, SharePoint, Process Improvement, Project Management, Active Directory, Microsoft Servers, Servers, VMware ESX, System Administration, Networking, Security, Infrastructure, Citrix, Network Security, Microsoft Technologies, Microsoft Exchange, Storage, HP, Unix, System Deployment, Information Technology, Windows 7, Hardware, Cloud Computing, Integration, Enterprise Architecture, IT Strategy, IT Service Management, Citrix Metaframe, IIS, Solution Architecture
Education
The Johns Hopkins University 1986 — 1990
BS
Daniel Heeney's Pacific Life Experience August 2012 - July 2014
Job Campaign Manager | Team I.C.E.
Industry Marketing and Advertising
Experience
Omaha World Herald BH Media Group September 2014 - July 2015
Pacific Life August 2012 - July 2014
Discovery Furniture December 2011 - May 2012
APU Solutions March 2011 - August 2011
Skills
Marketing, Sales, B2B, Social Media, Advertising, Software Documentation, Teamwork, Marketing Strategy, Sponsorship, Project Management, Statistical Data..., Customer Service, Team Leadership, Google Analytics, Social Media Marketing, Townnews, Kantar, Admall, Eventum, Microsoft Office, Salesforce.com, Research, PowerPoint, Photoshop, Microsoft Word, Account Management
Education
The University of KansasLawrence Kansas 2007 — 2011
Bachelor of Science, Marketing
University of Kansas 2007 — 2011
Bachelor of Science, Marketing
Omaha World Herald BH Media Group September 2014 - July 2015
Pacific Life August 2012 - July 2014
Discovery Furniture December 2011 - May 2012
APU Solutions March 2011 - August 2011
Skills
Marketing, Sales, B2B, Social Media, Advertising, Software Documentation, Teamwork, Marketing Strategy, Sponsorship, Project Management, Statistical Data..., Customer Service, Team Leadership, Google Analytics, Social Media Marketing, Townnews, Kantar, Admall, Eventum, Microsoft Office, Salesforce.com, Research, PowerPoint, Photoshop, Microsoft Word, Account Management
Education
The University of KansasLawrence Kansas 2007 — 2011
Bachelor of Science, Marketing
University of Kansas 2007 — 2011
Bachelor of Science, Marketing
Todd Eklund, CFA Todd Eklund, CFA's Pacific Life Experience 2008 - 2009
Job Vice President, Portfolio Manager at United Capital
Industry Investment Management
Experience
United Capital 2009 - Present
Pacific Life 2008 - 2009
Skills
Portfolio Management, Investment Strategies, Financial Market..., Tactical Asset..., Global Investment..., Bloomberg Terminal, Due Diligence, FactSet, Alternative Investments, Morningstar Direct, Integration Planning
Education
San Diego State University-California State University 2004 — 2008
Economics, Political Science
United Capital 2009 - Present
Pacific Life 2008 - 2009
Skills
Portfolio Management, Investment Strategies, Financial Market..., Tactical Asset..., Global Investment..., Bloomberg Terminal, Due Diligence, FactSet, Alternative Investments, Morningstar Direct, Integration Planning
Education
San Diego State University-California State University 2004 — 2008
Economics, Political Science
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
JD Sabocor's Pacific Life Experience September 2012 - February 2014
Job Asset Retention Insurance Services
Industry Financial Services
Experience
Asset Retention Insurance Services December 2014 - Present
Advisys October 2014 - December 2014
Adam Hale & Associates - Lincoln Heritage March 2014 - October 2014
Pacific Life September 2012 - February 2014
California International Funding & Realty November 2011 - September 2012
Diversified Planning Solutions October 2010 - September 2012
Wamu/ Chase 1997 - 2010
Skills
Fixed Annuities, Variable Annuities, Indexed Annuities, Investments, Real Estate, Mortgage Lending, life insurance, Health Insurance, Retirement, IRAs, Retirement Planning, Team Building
Education
CSULB
San Diego State University-California State University
Asset Retention Insurance Services December 2014 - Present
Advisys October 2014 - December 2014
Adam Hale & Associates - Lincoln Heritage March 2014 - October 2014
Pacific Life September 2012 - February 2014
California International Funding & Realty November 2011 - September 2012
Diversified Planning Solutions October 2010 - September 2012
Wamu/ Chase 1997 - 2010
Skills
Fixed Annuities, Variable Annuities, Indexed Annuities, Investments, Real Estate, Mortgage Lending, life insurance, Health Insurance, Retirement, IRAs, Retirement Planning, Team Building
Education
CSULB
San Diego State University-California State University
Michael Azzaro Michael Azzaro's Pacific Life Experience October 2002 - December 2008
Job Vice President, Market Sales Manager Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
BBVA Compass February 2013 - July 2015
Credit Union Financial Network March 2009 - November 2011
Pacific Life October 2002 - December 2008
Lincoln Financial Distributors March 2001 - October 2002
Nationwide Financial August 1998 - March 2001
Skills
Wealth Management, Investments, Retirement, Sales Management, Leadership, Marketing, Sales Coaching, Personal Financial..., Series 7, Series 24, Series 63, Series 65, Variable Annuities, Mutual Funds, Fixed Annuities, Insurance, Regulatory Compliance, Trade Compliance, Financial Services
Education
Southern Oregon University
Business and Communications
Bank of America Merrill Lynch July 2015 - Present
BBVA Compass February 2013 - July 2015
Credit Union Financial Network March 2009 - November 2011
Pacific Life October 2002 - December 2008
Lincoln Financial Distributors March 2001 - October 2002
Nationwide Financial August 1998 - March 2001
Skills
Wealth Management, Investments, Retirement, Sales Management, Leadership, Marketing, Sales Coaching, Personal Financial..., Series 7, Series 24, Series 63, Series 65, Variable Annuities, Mutual Funds, Fixed Annuities, Insurance, Regulatory Compliance, Trade Compliance, Financial Services
Education
Southern Oregon University
Business and Communications
Gregory Bailey's Pacific Life Experience 2011 - 2014
Job Founder, Investor, Consultant, CLevel Executive
Industry Financial Services
Experience
The Denim Rivet September 2015 - Present
Melius Inc. August 2015 - Present
Insure.VC June 2015 - Present
Athene USA 2014 - 2015
Pacific Life 2011 - 2014
Pacific Life 2011 - 2014
CUNA Mutual Group 2008 - 2011
CUNA Mutual Group 2008 - 2011
BAILEY PARTNERS, LLC 2003 - 2008
Mutual of Omaha 2002 - 2003
Skills
Product Management, Leadership, Marketing, Marketing Strategy, Cross-functional Team..., Strategic Planning, Management, Life Insurance, Business Development, Insurance, Marketing Communications, Sales, Social Media Marketing, Business Planning, Sales Management, Strategy, Marketing Management, New Business Development, Direct Marketing, Business Strategy, Social Media, Sales Process, Digital Marketing, Training, Online Marketing, Team Leadership, Go-to-market Innovation, Business Growth, Product Marketing, Competitive Intelligence, Lead Generation, Public Speaking, Product Development, Mobile Devices, Market Planning, National Accounts, P&L Management, Analytics, Executive Management, CRM, Online Advertising, Brand Management, Brand Development, Start-ups, Start-up Ventures, Venture Capital, Angel Investing, Consulting, Mobile Technology, SaaS
Education
Stanford University Graduate School of Business
University of Wisconsin-Madison
University of Missouri-Columbia, College of Business
B.S. Business Administration
The Denim Rivet September 2015 - Present
Melius Inc. August 2015 - Present
Insure.VC June 2015 - Present
Athene USA 2014 - 2015
Pacific Life 2011 - 2014
Pacific Life 2011 - 2014
CUNA Mutual Group 2008 - 2011
CUNA Mutual Group 2008 - 2011
BAILEY PARTNERS, LLC 2003 - 2008
Mutual of Omaha 2002 - 2003
Skills
Product Management, Leadership, Marketing, Marketing Strategy, Cross-functional Team..., Strategic Planning, Management, Life Insurance, Business Development, Insurance, Marketing Communications, Sales, Social Media Marketing, Business Planning, Sales Management, Strategy, Marketing Management, New Business Development, Direct Marketing, Business Strategy, Social Media, Sales Process, Digital Marketing, Training, Online Marketing, Team Leadership, Go-to-market Innovation, Business Growth, Product Marketing, Competitive Intelligence, Lead Generation, Public Speaking, Product Development, Mobile Devices, Market Planning, National Accounts, P&L Management, Analytics, Executive Management, CRM, Online Advertising, Brand Management, Brand Development, Start-ups, Start-up Ventures, Venture Capital, Angel Investing, Consulting, Mobile Technology, SaaS
Education
Stanford University Graduate School of Business
University of Wisconsin-Madison
University of Missouri-Columbia, College of Business
B.S. Business Administration
Erin Boczek Erin Boczek's Pacific Life Experience May 2013 - Present
Job Consultant, Accenture Digital
Industry Management Consulting
Experience
Accenture Digital April 2015 - Present
Pacific Life May 2013 - Present
Pacific Life February 2011 - May 2013
Orange County Business Journal August 2006 - February 2011
Gull Lake Community Schools May 2006 - August 2006
Skills
Advertising, Marketing Communications, Marketing Strategy, Sales, Social Media, Social Media Marketing, Marketing, Email Marketing, Social Networking, Public Relations, Press Releases, Traffic Management, Project Management, Account Management, Event Planning, Facebook, Online Advertising, Event Management
Education
University of California, Santa Barbara 1998 — 2002
B.A, Global and International Studies; Emphasis
The University of Glasgow 2000 — 2001
Bachelor of Arts (B.A.), Global and International Studies
Accenture Digital April 2015 - Present
Pacific Life May 2013 - Present
Pacific Life February 2011 - May 2013
Orange County Business Journal August 2006 - February 2011
Gull Lake Community Schools May 2006 - August 2006
Skills
Advertising, Marketing Communications, Marketing Strategy, Sales, Social Media, Social Media Marketing, Marketing, Email Marketing, Social Networking, Public Relations, Press Releases, Traffic Management, Project Management, Account Management, Event Planning, Facebook, Online Advertising, Event Management
Education
University of California, Santa Barbara 1998 — 2002
B.A, Global and International Studies; Emphasis
The University of Glasgow 2000 — 2001
Bachelor of Arts (B.A.), Global and International Studies
Kelley Akins Kelley Akins's Pacific Life Experience 2000 - 2005
Job Business Development Manager
Industry Hospital & Health Care
Experience
Alliance Health Sciences, LLC January 2013 - Present
CIGNA Healthcare November 2010 - August 2011
USI Insurance Services August 2009 - April 2010
Ameritas Life Insurance Corp 2005 - 2009
Pacific Life 2000 - 2005
Education
Southern Methodist University 2011 — 2013
Masters in Counseling, Counseling Psychology
Texas State University-San Marcos 1989 — 1992
BA, Advertising
Rockwall High School 1983 — 1987
Alliance Health Sciences, LLC January 2013 - Present
CIGNA Healthcare November 2010 - August 2011
USI Insurance Services August 2009 - April 2010
Ameritas Life Insurance Corp 2005 - 2009
Pacific Life 2000 - 2005
Education
Southern Methodist University 2011 — 2013
Masters in Counseling, Counseling Psychology
Texas State University-San Marcos 1989 — 1992
BA, Advertising
Rockwall High School 1983 — 1987
Steve Elder, CRC® Steve Elder, CRC®'s Pacific Life Experience December 2002 - February 2015
Job Regional Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management March 2015 - Present
Pacific Life December 2002 - February 2015
The Guardian Life Insurance Company of America 2001 - 2002
Federated Investors 1997 - 2001
American Funds 1992 - 1997
Skills
401(k), 403(b), Advanced Sales, Annuities, Asset Allocation, Business Building, Business Development, Business Planning, Coaching, Consultative Sales, Family Protection, Financial Products, Financial Services, Fixed Annuities, Income Planning, Indexed Annuities, Individual(k), Industry Training, IRAs, Long-Term Care, Mutual Funds, Practice Management, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, Roth IRA, Sales, Sales & Marketing, Sales Support, Seminars, SEP IRA, Series 6, Series 63, Series 7, SIMPLE IRA, Social Security, Strategic Planning, Training, Variable Annuities
Education
The University of Texas at Austin 1987 — 1991
Bachelor's Degree, Management & Marketing
Thornburg Investment Management March 2015 - Present
Pacific Life December 2002 - February 2015
The Guardian Life Insurance Company of America 2001 - 2002
Federated Investors 1997 - 2001
American Funds 1992 - 1997
Skills
401(k), 403(b), Advanced Sales, Annuities, Asset Allocation, Business Building, Business Development, Business Planning, Coaching, Consultative Sales, Family Protection, Financial Products, Financial Services, Fixed Annuities, Income Planning, Indexed Annuities, Individual(k), Industry Training, IRAs, Long-Term Care, Mutual Funds, Practice Management, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, Roth IRA, Sales, Sales & Marketing, Sales Support, Seminars, SEP IRA, Series 6, Series 63, Series 7, SIMPLE IRA, Social Security, Strategic Planning, Training, Variable Annuities
Education
The University of Texas at Austin 1987 — 1991
Bachelor's Degree, Management & Marketing
Nathan Lew, CFP®, CLU, ChFC, RICP Nathan Lew, CFP®, CLU, ChFC, RICP's Pacific Life Experience September 1999 - November 2003
Job Director Advanced Markets
Industry Financial Services
Experience
AXA US August 2015 - Present
MetLife May 2007 - July 2015
MetLife Investors November 2003 - May 2007
Pacific Life September 1999 - November 2003
Skills
Variable Annuities, Retirement Income..., Immediate Annuities, Deferred Income..., Retirement Planning, Series 63, Series 7, Mutual Funds, Life Insurance, Retirement, Series 6, Financial Services, Wealth Management, Fixed Annuities, Insurance, Asset Allocation
Education
The American College 2007 — 2015
CLU, ChFC, RICP, Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional
University of California, Irvine - The Paul Merage School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Irvine 1995 — 1999
Bachelor's Degree, History
AXA US August 2015 - Present
MetLife May 2007 - July 2015
MetLife Investors November 2003 - May 2007
Pacific Life September 1999 - November 2003
Skills
Variable Annuities, Retirement Income..., Immediate Annuities, Deferred Income..., Retirement Planning, Series 63, Series 7, Mutual Funds, Life Insurance, Retirement, Series 6, Financial Services, Wealth Management, Fixed Annuities, Insurance, Asset Allocation
Education
The American College 2007 — 2015
CLU, ChFC, RICP, Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional
University of California, Irvine - The Paul Merage School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Irvine 1995 — 1999
Bachelor's Degree, History
Anthony Kosobud's Pacific Life Experience March 2005 - May 2008
Job President & Principal at Retirement Journey Advisors and Retirement Journey Consultants, LLC
Industry Financial Services
Experience
Retirement Journey Advisors, LLC August 2013 - Present
Prudential Financial Group May 2008 - August 2013
Pacific Life March 2005 - May 2008
Mass Mutual April 2002 - March 2005
Allstate Financial Services, LLC January 2000 - February 2002
Allstate Financial Services, LLC March 1999 - January 2000
SunLife January 1996 - March 1999
Skills
Retirement Planning, Series 63, Series 6, Mutual Funds, Series 7, Fixed Annuities, 401k, Retirement, Asset Allocation, Insurance, Investments, Life Insurance, Wealth Management, Securities, Long-term Care, Alternative Investments, Disability Insurance, Strategic Financial..., Financial Advisory, Asset Management, Social Security Benefits, Medicare Benefits, Charitable Giving, Estate Planning, Long Term Care Insurance, Variable Annuities, Financial Services
Education
The University of North Dakota 1986 — 1991
BA English
Retirement Journey Advisors, LLC August 2013 - Present
Prudential Financial Group May 2008 - August 2013
Pacific Life March 2005 - May 2008
Mass Mutual April 2002 - March 2005
Allstate Financial Services, LLC January 2000 - February 2002
Allstate Financial Services, LLC March 1999 - January 2000
SunLife January 1996 - March 1999
Skills
Retirement Planning, Series 63, Series 6, Mutual Funds, Series 7, Fixed Annuities, 401k, Retirement, Asset Allocation, Insurance, Investments, Life Insurance, Wealth Management, Securities, Long-term Care, Alternative Investments, Disability Insurance, Strategic Financial..., Financial Advisory, Asset Management, Social Security Benefits, Medicare Benefits, Charitable Giving, Estate Planning, Long Term Care Insurance, Variable Annuities, Financial Services
Education
The University of North Dakota 1986 — 1991
BA English
Julie Duck's Pacific Life Experience March 2012 - June 2013
Job Medical Marketing Writer | Healthcare Editor | Marketing Specialist
Industry Writing and Editing
Experience
Pacific Communications November 2014 - Present
Julie Duck 1991 - Present
Allied Business Schools August 2013 - March 2014
Pacific Life March 2012 - June 2013
Allied Business Schools March 2011 - March 2012
Massage Magazine 2009 - 2011
Julie Duck 1979 - 2009
Ascend Media 2007 - 2008
Tel-A-Patient, Inc. December 2003 - April 2007
Practice Builders 1997 - 2000
Skills
Writing, Editing, Proofreading, Graphic Design, Speaking, Interviewing, Client Management, Copy Editing, CRM, Public Speaking, Copywriting, Interviews, Social Media, Creative Writing, Marketing Strategy, Publications, Email Marketing, Web Content, Newsletters, Magazines, Online Marketing, Publishing, Editorial, Marketing Communications, Freelance Writing, Marketing, SEO copywriting, Adobe Creative Suite, Books, Google Analytics, Web Design, Dreamweaver, Brochures, Marketing Copy, Press Releases, Social Networking, Social Media Marketing, WordPress, SEO, Blogging, Facebook, Content Strategy, Content Development, Content Management, AP Style
Education
Saddleback College 1988 — 1991
San Clemente High School 1984 — 1988
Diploma, General
Pacific Communications November 2014 - Present
Julie Duck 1991 - Present
Allied Business Schools August 2013 - March 2014
Pacific Life March 2012 - June 2013
Allied Business Schools March 2011 - March 2012
Massage Magazine 2009 - 2011
Julie Duck 1979 - 2009
Ascend Media 2007 - 2008
Tel-A-Patient, Inc. December 2003 - April 2007
Practice Builders 1997 - 2000
Skills
Writing, Editing, Proofreading, Graphic Design, Speaking, Interviewing, Client Management, Copy Editing, CRM, Public Speaking, Copywriting, Interviews, Social Media, Creative Writing, Marketing Strategy, Publications, Email Marketing, Web Content, Newsletters, Magazines, Online Marketing, Publishing, Editorial, Marketing Communications, Freelance Writing, Marketing, SEO copywriting, Adobe Creative Suite, Books, Google Analytics, Web Design, Dreamweaver, Brochures, Marketing Copy, Press Releases, Social Networking, Social Media Marketing, WordPress, SEO, Blogging, Facebook, Content Strategy, Content Development, Content Management, AP Style
Education
Saddleback College 1988 — 1991
San Clemente High School 1984 — 1988
Diploma, General
Heidi Weinstein Heidi Weinstein's Pacific Life Experience May 2008 - December 2009
Job Senior Associate at The Fletcher Group
Industry Public Relations and Communications
Experience
The Fletcher Group March 2015 - Present
Stein Communications, LLC February 2015 - Present
E-470 Public Highway Authority April 2010 - February 2015
Pacific Life May 2008 - December 2009
Pacific Life January 2005 - May 2008
Pacific Life February 2004 - January 2005
Presbyterian/St. Lukes Medical Center May 2003 - August 2003
Skills
Marketing, Social Media, Project Management, Marketing Communications, Media Relations, Public Relations, Public Speaking, Leadership, Sales, Customer Service, Strategic Planning, Press Releases, Social Media Marketing, Email Marketing, Facebook, Strategic Communications
Education
University of Denver 2012 — 2015
Master's in Professional Studies (MPS), Public relations and marketing
The University of South Dakota 1999 — 2003
BS, Public Relations and Advertising
Manchester Metropolitan University 2001 — 2001
N/A, Study Abroad
O'Gorman 1995 — 1999
GED, Ged
The Fletcher Group March 2015 - Present
Stein Communications, LLC February 2015 - Present
E-470 Public Highway Authority April 2010 - February 2015
Pacific Life May 2008 - December 2009
Pacific Life January 2005 - May 2008
Pacific Life February 2004 - January 2005
Presbyterian/St. Lukes Medical Center May 2003 - August 2003
Skills
Marketing, Social Media, Project Management, Marketing Communications, Media Relations, Public Relations, Public Speaking, Leadership, Sales, Customer Service, Strategic Planning, Press Releases, Social Media Marketing, Email Marketing, Facebook, Strategic Communications
Education
University of Denver 2012 — 2015
Master's in Professional Studies (MPS), Public relations and marketing
The University of South Dakota 1999 — 2003
BS, Public Relations and Advertising
Manchester Metropolitan University 2001 — 2001
N/A, Study Abroad
O'Gorman 1995 — 1999
GED, Ged
Kevin Callinan's Pacific Life Experience June 2015 - Present
Job Actuarial Analyst at Pacific Life
Industry Insurance
Experience
Pacific Life June 2015 - Present
Independent September 2013 - Present
Educational Opportunity Program at San Diego State University September 2014 - Present
MetLife June 2014 - August 2014
Skills
Actuarial Science, Data Analysis, Insurance, Microsoft Excel, Microsoft Word, PowerPoint, VBA, Microsoft SQL Server, SAS, Time Management
Education
San Diego State University-California State University 2011 — 2015
Bachelor's Degree, Statistics, Emphasis in Actuarial Science, Senior
Bishop Montgomery High School 2007 — 2011
Pacific Life June 2015 - Present
Independent September 2013 - Present
Educational Opportunity Program at San Diego State University September 2014 - Present
MetLife June 2014 - August 2014
Skills
Actuarial Science, Data Analysis, Insurance, Microsoft Excel, Microsoft Word, PowerPoint, VBA, Microsoft SQL Server, SAS, Time Management
Education
San Diego State University-California State University 2011 — 2015
Bachelor's Degree, Statistics, Emphasis in Actuarial Science, Senior
Bishop Montgomery High School 2007 — 2011
Jordana DeGuire's Pacific Life Experience August 2005 - Present
Job Compliance Manager
Industry Financial Services
Experience
Pacific Life August 2005 - Present
Skills
Series 7 Licensed, 1940 Act, Fluent in Spanish, Microsoft Office, Investments, Leadership, Management, PowerPoint, Financial Analysis, Financial Reporting, Financial Services, Research
Education
The University of Texas at Austin 1992 — 1998
Bachelor's degree, Pre-Medicine/Pre-Medical Studies
The University of Texas at Austin
Pacific Life August 2005 - Present
Skills
Series 7 Licensed, 1940 Act, Fluent in Spanish, Microsoft Office, Investments, Leadership, Management, PowerPoint, Financial Analysis, Financial Reporting, Financial Services, Research
Education
The University of Texas at Austin 1992 — 1998
Bachelor's degree, Pre-Medicine/Pre-Medical Studies
The University of Texas at Austin
Annie Backofen Annie Backofen's Pacific Life Experience December 2012 - May 2013
Job Credit/Collections Specialist at Allergan
Industry Pharmaceuticals
Experience
Allergan May 2015 - Present
Allergan August 2013 - May 2015
Pacific Life December 2012 - May 2013
Sports Authority October 2012 - March 2013
Connecticut Women's Basketball May 2011 - May 2012
UConn Conference Services May 2010 - May 2012
Yale New Haven Health System May 2011 - August 2011
UConn Women’s Basketball Team October 2008 - May 2011
Semolina Bread Company August 2006 - August 2008
Skills
Healthcare, Customer Service, Access, PowerPoint, Management, Microsoft Office, Data Analysis, Microsoft Excel, Outlook, Public Speaking, Microsoft Word, Social Media, Event Planning, Teamwork, Process Improvement, Leadership, Project Management, Research, Analysis, HIPAA, Healthcare Information..., Account Management, Event Management, Training, Social Networking, Accounting, Team Leadership, Telephone Skills, Sports, SAP, SAP CRM, Salesforce.com, Website Development, Internet Troubleshooting, Coaching, Time Management
Education
The University of Connecticut School of Business 2007 — 2012
BS, Major: Health Care Management Minors: International Studies
Glastonbury High School 2003 — 2007
Allergan May 2015 - Present
Allergan August 2013 - May 2015
Pacific Life December 2012 - May 2013
Sports Authority October 2012 - March 2013
Connecticut Women's Basketball May 2011 - May 2012
UConn Conference Services May 2010 - May 2012
Yale New Haven Health System May 2011 - August 2011
UConn Women’s Basketball Team October 2008 - May 2011
Semolina Bread Company August 2006 - August 2008
Skills
Healthcare, Customer Service, Access, PowerPoint, Management, Microsoft Office, Data Analysis, Microsoft Excel, Outlook, Public Speaking, Microsoft Word, Social Media, Event Planning, Teamwork, Process Improvement, Leadership, Project Management, Research, Analysis, HIPAA, Healthcare Information..., Account Management, Event Management, Training, Social Networking, Accounting, Team Leadership, Telephone Skills, Sports, SAP, SAP CRM, Salesforce.com, Website Development, Internet Troubleshooting, Coaching, Time Management
Education
The University of Connecticut School of Business 2007 — 2012
BS, Major: Health Care Management Minors: International Studies
Glastonbury High School 2003 — 2007
John Nite John Nite's Pacific Life Experience June 2009 - December 2012
Job Life Specialist Pekin Insurance
Industry Insurance
Experience
Pekin Insurance March 2015 - Present
Independent Planners Group February 2013 - Present
Pacific Life June 2009 - December 2012
Allianz August 2004 - June 2009
Prudential Financial April 2004 - August 2004
High Mark Funds May 2002 - April 2004
Nationwide Insurance February 2001 - May 2002
Security Benefit April 1999 - February 2001
Security Benefit April 1997 - April 1999
Capital Financial Strategies August 1996 - April 1997
Skills
Financial Services, Sales Management, Recruiting, Training, Public Speaking, Insurance, Property & Casualty..., Life Insurance, Personal Financial..., Time Management, Territory Mgmt, Self-starter, Marketing, Salesforce Training, Fixed Annuities, Variable Annuities, Indexed Annuities, Index Funds, Long Term Care Insurance, Mutual Funds, New Home Building, Home Repairs, Asset Allocation, Disability Insurance, Term Life Insurance, Financial Planners, Long-term Care, Series 63, 401k, Financial Planning
Education
International Foundation for Retirement Education - INFRE 2011 — 2012
CRC, Financial Planning and Services
The American College 2002 — 2004
CLU, ChFC, Financial Planning and Services
University of Missouri-Kansas City 1974 — 1978
Bachelor of Arts (B.A.), Education, 3.4 /4.0
Pekin Insurance March 2015 - Present
Independent Planners Group February 2013 - Present
Pacific Life June 2009 - December 2012
Allianz August 2004 - June 2009
Prudential Financial April 2004 - August 2004
High Mark Funds May 2002 - April 2004
Nationwide Insurance February 2001 - May 2002
Security Benefit April 1999 - February 2001
Security Benefit April 1997 - April 1999
Capital Financial Strategies August 1996 - April 1997
Skills
Financial Services, Sales Management, Recruiting, Training, Public Speaking, Insurance, Property & Casualty..., Life Insurance, Personal Financial..., Time Management, Territory Mgmt, Self-starter, Marketing, Salesforce Training, Fixed Annuities, Variable Annuities, Indexed Annuities, Index Funds, Long Term Care Insurance, Mutual Funds, New Home Building, Home Repairs, Asset Allocation, Disability Insurance, Term Life Insurance, Financial Planners, Long-term Care, Series 63, 401k, Financial Planning
Education
International Foundation for Retirement Education - INFRE 2011 — 2012
CRC, Financial Planning and Services
The American College 2002 — 2004
CLU, ChFC, Financial Planning and Services
University of Missouri-Kansas City 1974 — 1978
Bachelor of Arts (B.A.), Education, 3.4 /4.0
Carrie Bekker Carrie Bekker's Pacific Life Experience January 2004 - April 2004
Job Entrepreneur, Founder & CEO of Bekker Compliance Consulting Partners, LLC (BCCP) & Bekker Compliance Institute
Industry Financial Services
Experience
Bekker Compliance Consulting Partners, LLC (BCCP) June 2006 - Present
AIG Sunamerica April 2005 - June 2006
AEGON/Transamerica January 1999 - May 2004
Pacific Life January 2004 - April 2004
Harney Westwood & Riegels 1996 - 1999
Brooke Group, Ltd. June 1995 - June 1996
Hornsby, Sacher, Zellman & Stanton/Berman, Wolfe & Rennert August 1992 - May 1995
Farella Braun + Martel LLP March 1990 - January 1993
Shutts & Bowen February 1992 - August 1992
Heller Ehrman September 1989 - March 1990
Skills
AML, Compliance, Hedge Funds, Private Equity, Risk Management, Governance, Auditing, Derivatives, Real Estate, Energy, BSA, Asia Pacific, Renewable Energy, MENA, Fraud Investigations, Precious Metals, Securities, Capital Markets, Due Diligence, Assets Recovery, Oil, Venture Capital, Banking, Commodities, Investment Banking, Equities, Mutual Funds, Funding, Investments, Financial Markets, Credit, Risk Assessment, Internal Audit, Financial Institutions, Financial Modeling, Risk Analysis, Financial Analysis, FX, Financial Reporting, Restructuring, Asset Management, Trading, KYC, Commodity, Asset Managment, Bank Secrecy Act, FINRA, Financial Services, Financial Risk, Securities Regulation
Education
St. Petersburg College 1979 — 1981
A.S., Business/Legal/Tech
St. Petersburg College 1979 — 1981
A.S. Degree -- Legal/Tech, International Law and Legal Studies
Bekker Compliance Consulting Partners, LLC (BCCP) June 2006 - Present
AIG Sunamerica April 2005 - June 2006
AEGON/Transamerica January 1999 - May 2004
Pacific Life January 2004 - April 2004
Harney Westwood & Riegels 1996 - 1999
Brooke Group, Ltd. June 1995 - June 1996
Hornsby, Sacher, Zellman & Stanton/Berman, Wolfe & Rennert August 1992 - May 1995
Farella Braun + Martel LLP March 1990 - January 1993
Shutts & Bowen February 1992 - August 1992
Heller Ehrman September 1989 - March 1990
Skills
AML, Compliance, Hedge Funds, Private Equity, Risk Management, Governance, Auditing, Derivatives, Real Estate, Energy, BSA, Asia Pacific, Renewable Energy, MENA, Fraud Investigations, Precious Metals, Securities, Capital Markets, Due Diligence, Assets Recovery, Oil, Venture Capital, Banking, Commodities, Investment Banking, Equities, Mutual Funds, Funding, Investments, Financial Markets, Credit, Risk Assessment, Internal Audit, Financial Institutions, Financial Modeling, Risk Analysis, Financial Analysis, FX, Financial Reporting, Restructuring, Asset Management, Trading, KYC, Commodity, Asset Managment, Bank Secrecy Act, FINRA, Financial Services, Financial Risk, Securities Regulation
Education
St. Petersburg College 1979 — 1981
A.S., Business/Legal/Tech
St. Petersburg College 1979 — 1981
A.S. Degree -- Legal/Tech, International Law and Legal Studies
Sara Fitzsimmons, CPA Sara Fitzsimmons, CPA's Pacific Life Experience April 2015 - Present
Job Senior Investment Accountant Pacific Life
Industry Accounting
Experience
Pacific Life April 2015 - Present
Ernst & Young October 2011 - April 2015
Windes & McClaughry Accountancy Corporation January 2010 - June 2010
Skills
Auditing, GAAP, Accounting, Internal Controls, Financial Reporting, CPA, US GAAP, SEC filings
Education
The College of William and Mary - The Mason School of Business 2010 — 2011
Master of Accounting
William & Mary 2005 — 2009
BBA, Accounting, Finance
Pacific Life April 2015 - Present
Ernst & Young October 2011 - April 2015
Windes & McClaughry Accountancy Corporation January 2010 - June 2010
Skills
Auditing, GAAP, Accounting, Internal Controls, Financial Reporting, CPA, US GAAP, SEC filings
Education
The College of William and Mary - The Mason School of Business 2010 — 2011
Master of Accounting
William & Mary 2005 — 2009
BBA, Accounting, Finance
Tian (Calvin) Peng, MBA, CFA Tian (Calvin) Peng, MBA, CFA's Pacific Life Experience May 2013 - Present
Job Associate Quantitative Strategist at Pacific Life
Industry Financial Services
Experience
Pacific Life May 2013 - Present
The Hartford December 2010 - April 2013
CIGNA August 2006 - December 2010
CIGNA March 2003 - May 2005
Skills
Financial Risk, Risk Management, VBA, Portfolio Management, Financial Modeling
Education
The University of Connecticut School of Business 2005 — 2008
MBA, Finance
University of Connecticut 2000 — 2002
MS, Computer Science
University of Science and Technology of China
BS
Pacific Life May 2013 - Present
The Hartford December 2010 - April 2013
CIGNA August 2006 - December 2010
CIGNA March 2003 - May 2005
Skills
Financial Risk, Risk Management, VBA, Portfolio Management, Financial Modeling
Education
The University of Connecticut School of Business 2005 — 2008
MBA, Finance
University of Connecticut 2000 — 2002
MS, Computer Science
University of Science and Technology of China
BS
P.David Sentance P.David Sentance's Pacific Life Experience January 1979 - January 2000
Job Registered Representative
Industry Financial Services
Experience
Cambridge Investment Advisors June 2015 - Present
Ohio National Financial Services 2014 - 2015
CC Morris Library 2005 - 2013
United States Youth Cricket Association 2010 - 2012
Los Angeles Family School 1993 - 2008
Southern California Cricket Association 1996 - January 2000
Pacific Life January 1979 - January 2000
Los Angeles Krickets World's First Homeless Cricket Team 1995 - 1997
British American Business Council Los Angeles 1985 - 1987
Skills
Disability Insurance, Insurance, Long-term Care, Fixed Annuities, Life Insurance, Covered California..., AARP Medicare..., Variable Annuities, Variable Life, Individual Financial..., Portfolio Optimization
Education
University of California, Los Angeles 1976 — 1977
MA, African History
The University of Edinburgh 1971 — 1975
MA, History, Honours
Cambridge Investment Advisors June 2015 - Present
Ohio National Financial Services 2014 - 2015
CC Morris Library 2005 - 2013
United States Youth Cricket Association 2010 - 2012
Los Angeles Family School 1993 - 2008
Southern California Cricket Association 1996 - January 2000
Pacific Life January 1979 - January 2000
Los Angeles Krickets World's First Homeless Cricket Team 1995 - 1997
British American Business Council Los Angeles 1985 - 1987
Skills
Disability Insurance, Insurance, Long-term Care, Fixed Annuities, Life Insurance, Covered California..., AARP Medicare..., Variable Annuities, Variable Life, Individual Financial..., Portfolio Optimization
Education
University of California, Los Angeles 1976 — 1977
MA, African History
The University of Edinburgh 1971 — 1975
MA, History, Honours
Karen Sturrock Karen Sturrock's Pacific Life Experience January 1996 - Present
Job Operations Supervisor at Pacific Life
Industry Insurance
Experience
Pacific Life January 1996 - Present
Hartford Insurance Company 1987 - 1996
Lincoln Financial Group 1982 - 1987
Skills
Operations Management, Customer Service, Sales, Process Improvement, Insurance, Risk Management, Employee Benefits, Team Building, Management, Business Analysis, Strategic Planning, Team Leadership, Outlook, Project Management, Business Planning, Microsoft Excel, Financial Analysis, Microsoft Office, New Business Development, Marketing, Microsoft Word, Public Speaking, Access, Marketing Strategy, Life Insurance
Education
San Jacinto College 1979 — 1982
Associates, Arts
Pacific Life January 1996 - Present
Hartford Insurance Company 1987 - 1996
Lincoln Financial Group 1982 - 1987
Skills
Operations Management, Customer Service, Sales, Process Improvement, Insurance, Risk Management, Employee Benefits, Team Building, Management, Business Analysis, Strategic Planning, Team Leadership, Outlook, Project Management, Business Planning, Microsoft Excel, Financial Analysis, Microsoft Office, New Business Development, Marketing, Microsoft Word, Public Speaking, Access, Marketing Strategy, Life Insurance
Education
San Jacinto College 1979 — 1982
Associates, Arts
Michelle Levene's Pacific Life Experience 2004 - 2007
Job Project Manager at Irvine Company
Industry Financial Services
Experience
Irvine Company March 2012 - Present
The Irvine Company August 2010 - Present
Resort at Pelican Hill 2007 - Present
Pacific Select Group December 2003 - April 2007
Pacific Life 2004 - 2007
Vanguard Group June 1998 - September 2001
Skills
SDLC, Project Management, Customer Service, Access, Analysis, CRM, Business Analysis, Databases, Management, Process Improvement, SharePoint, Team Building, Team Leadership, Vendor Management, Visio, Leadership
Education
Saint Joseph's University
Business
Irvine Company March 2012 - Present
The Irvine Company August 2010 - Present
Resort at Pelican Hill 2007 - Present
Pacific Select Group December 2003 - April 2007
Pacific Life 2004 - 2007
Vanguard Group June 1998 - September 2001
Skills
SDLC, Project Management, Customer Service, Access, Analysis, CRM, Business Analysis, Databases, Management, Process Improvement, SharePoint, Team Building, Team Leadership, Vendor Management, Visio, Leadership
Education
Saint Joseph's University
Business
Heather Chock's Pacific Life Experience June 2015 - Present
Job Sr. Systems Analyst at Pacific Life
Industry Insurance
Experience
Pacific Life June 2015 - Present
Pacific Life August 2012 - Present
Pacific Life Insurance March 2009 - August 2012
Pacific Life January 2003 - February 2009
Pacific Life August 2002 - December 2002
Landmark Bank January 2000 - June 2002
Skills
Identity Management, Information Security, IT Management, IT Operations, Process Improvement, Customer Service, Technical Support, ITIL, SharePoint, Active Directory, Business Analysis, IT Service Management, Technical Documentation
Education
Southeastern Oklahoma State University 1997 — 2001
Bachelor’s Degree, Computer Information Systems, 3.8 GPA (Cum Laude)
Pacific Life June 2015 - Present
Pacific Life August 2012 - Present
Pacific Life Insurance March 2009 - August 2012
Pacific Life January 2003 - February 2009
Pacific Life August 2002 - December 2002
Landmark Bank January 2000 - June 2002
Skills
Identity Management, Information Security, IT Management, IT Operations, Process Improvement, Customer Service, Technical Support, ITIL, SharePoint, Active Directory, Business Analysis, IT Service Management, Technical Documentation
Education
Southeastern Oklahoma State University 1997 — 2001
Bachelor’s Degree, Computer Information Systems, 3.8 GPA (Cum Laude)
Andrew Stampfl's Pacific Life Experience 2007 - Present
Job IT Program Manager
Industry Information Technology and Services
Experience
Pacific Life 2007 - Present
Indymac Bank March 2004 - October 2007
Provantedge.com June 2003 - March 2004
Accenture June 1998 - April 2003
Skills
Project Management, Solution Implementation, IT Management, IT Solutions, Vendor Management, Software Project..., Team Leadership, Project Planning, Project Delivery, Problem Solving, Problem Analysis, Hands-on Problem Solver, Consulting, Strategic Planning, Strategic Consulting
Education
San Diego State University-California State University 1991 — 1998
BSME, Mechanical Engineering, Cum Laude Graduate, May 1998
Santiago Community College
Advanced Project Management Certificate, Project Management
Pacific Life 2007 - Present
Indymac Bank March 2004 - October 2007
Provantedge.com June 2003 - March 2004
Accenture June 1998 - April 2003
Skills
Project Management, Solution Implementation, IT Management, IT Solutions, Vendor Management, Software Project..., Team Leadership, Project Planning, Project Delivery, Problem Solving, Problem Analysis, Hands-on Problem Solver, Consulting, Strategic Planning, Strategic Consulting
Education
San Diego State University-California State University 1991 — 1998
BSME, Mechanical Engineering, Cum Laude Graduate, May 1998
Santiago Community College
Advanced Project Management Certificate, Project Management
Chad Stansbury's Pacific Life Experience January 2013 - Present
Job Reporting/Accounting at Pacific Life
Industry Insurance
Experience
Pacific Life January 2013 - Present
MetLife October 2005 - January 2013
Small Business Development Center June 2004 - August 2005
Skills
Financial Reporting, Process Improvement, Accounting, Finance, Internal Controls, Strategic Financial..., Business Analysis, Sarbanes-Oxley Act, Management Consulting, Variance Analysis, Financial Accounting, Financial Analysis, GAAP
Education
University of Arkansas at Little Rock 2004 — 2005
MBA
Southern Arkansas University 1998 — 2003
Accounting/Finance, Accounting and Finance
Pacific Life January 2013 - Present
MetLife October 2005 - January 2013
Small Business Development Center June 2004 - August 2005
Skills
Financial Reporting, Process Improvement, Accounting, Finance, Internal Controls, Strategic Financial..., Business Analysis, Sarbanes-Oxley Act, Management Consulting, Variance Analysis, Financial Accounting, Financial Analysis, GAAP
Education
University of Arkansas at Little Rock 2004 — 2005
MBA
Southern Arkansas University 1998 — 2003
Accounting/Finance, Accounting and Finance
Edward Bacon's Pacific Life Experience 2012 - Present
Job Financial Reporting at Pacific Life
Industry Insurance
Experience
Pacific Life 2012 - Present
American General 2002 - 2012
AIG Life 1996 - 2012
Penn Mutual 1987 - 1996
Skills
Insurance, Reinsurance, Fixed Annuities, Life Insurance, Financial Analysis, Sarbanes-Oxley Act, Health Insurance, Strategic Financial..., Financial Reporting, Internal Controls, Investments, US GAAP, Variance Analysis, SEC filings, Financial Risk, Enterprise Risk..., Finance, Auditing, Financial Services, Financial Modeling, CPA, Sarbanes-Oxley, Internal Audit, SEC Filings, Financial Planning
Education
Temple University
BBA, Accounting
Pacific Life 2012 - Present
American General 2002 - 2012
AIG Life 1996 - 2012
Penn Mutual 1987 - 1996
Skills
Insurance, Reinsurance, Fixed Annuities, Life Insurance, Financial Analysis, Sarbanes-Oxley Act, Health Insurance, Strategic Financial..., Financial Reporting, Internal Controls, Investments, US GAAP, Variance Analysis, SEC filings, Financial Risk, Enterprise Risk..., Finance, Auditing, Financial Services, Financial Modeling, CPA, Sarbanes-Oxley, Internal Audit, SEC Filings, Financial Planning
Education
Temple University
BBA, Accounting
Warwick Hackney's Pacific Life Experience April 2011 - Present
Job Director of Case Design
Industry Insurance
Experience
Pacific Life April 2011 - Present
Pacific Life January 2008 - September 2011
Pacific Life February 1998 - December 2007
Nationwide Insurance 1996 - 1998
Skills
Business Analysis, Sales, Financial Analysis, Customer Service, Risk Management, Strategic Planning, Insurance, Analysis, Process Improvement, Investments, Strategic Financial..., Life Insurance, Retirement Planning, Fixed Annuities, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1994
Bachelor of Science in Business Administration, Finance
Pacific Life April 2011 - Present
Pacific Life January 2008 - September 2011
Pacific Life February 1998 - December 2007
Nationwide Insurance 1996 - 1998
Skills
Business Analysis, Sales, Financial Analysis, Customer Service, Risk Management, Strategic Planning, Insurance, Analysis, Process Improvement, Investments, Strategic Financial..., Life Insurance, Retirement Planning, Fixed Annuities, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1994
Bachelor of Science in Business Administration, Finance
Leslie MacDonald's Pacific Life Experience July 2014 - Present
Job Legal & Regulatory Counsel
Industry Investment Management
Experience
Pacific Life July 2014 - Present
Regulatory Consulting, LLC May 2014 - Present
PAAMCO February 2007 - March 2014
U.S. Securities and Exchange Commission September 2003 - February 2007
Skills
Mutual Funds, Securities Regulation, Investments, Hedge Funds, Financial Structuring, Private Equity, Restructuring, Legal Writing, Investment Advisers Act, Management, Alternative Investments, Securities, Fund Of Funds
Education
Saint Louis University School of Law 2000 — 2003
JD
Southern Methodist University 1996 — 2000
MICDS 1992 — 1996
Pacific Life July 2014 - Present
Regulatory Consulting, LLC May 2014 - Present
PAAMCO February 2007 - March 2014
U.S. Securities and Exchange Commission September 2003 - February 2007
Skills
Mutual Funds, Securities Regulation, Investments, Hedge Funds, Financial Structuring, Private Equity, Restructuring, Legal Writing, Investment Advisers Act, Management, Alternative Investments, Securities, Fund Of Funds
Education
Saint Louis University School of Law 2000 — 2003
JD
Southern Methodist University 1996 — 2000
MICDS 1992 — 1996
Ivan Bishop's Pacific Life Experience 1978 - 2002
Job Independent Insurance Professional
Industry Insurance
Experience
Pacific Life Insurance Company 1982 - 2003
Pacific Life 1978 - 2002
Education
Texas Tech University 1958 — 1963
Pacific Life Insurance Company 1982 - 2003
Pacific Life 1978 - 2002
Education
Texas Tech University 1958 — 1963
Jorge Ferran's Pacific Life Experience April 1998 - November 1998
Job Manager at Warner Bros.
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies February 2006 - Present
Warner Bros. Entertainment Group of Companies January 2002 - February 2006
Atlantic Richfield November 1998 - January 2002
Pacific Life April 1998 - November 1998
Capital Group November 1993 - April 1998
PI Technology December 1989 - November 1993
Kaiser Permanente July 1989 - December 1989
McKesson Corp/Sparkletts Water August 1988 - July 1989
CompAct Data Systems, Inc. February 1988 - August 1988
CBS Corporation March 1984 - December 1987
Skills
SAP, Business Analysis, Vendor Management, Project Management, Business Process, Business Intelligence, IT Strategy, Entertainment, Business Process..., SAP BW, SDLC, SAP R/3, Program Management, Sarbanes-Oxley Act, Integration, Process Improvement, Analysis
Education
University of California, Los Angeles 1978 — 1980
Electrical Engineering emphasis on Computers
Santa Monica College 1976 — 1978
Associate of Arts (A.A.), Pre-Engineering, 3.0
Warner Bros. Entertainment Group of Companies February 2006 - Present
Warner Bros. Entertainment Group of Companies January 2002 - February 2006
Atlantic Richfield November 1998 - January 2002
Pacific Life April 1998 - November 1998
Capital Group November 1993 - April 1998
PI Technology December 1989 - November 1993
Kaiser Permanente July 1989 - December 1989
McKesson Corp/Sparkletts Water August 1988 - July 1989
CompAct Data Systems, Inc. February 1988 - August 1988
CBS Corporation March 1984 - December 1987
Skills
SAP, Business Analysis, Vendor Management, Project Management, Business Process, Business Intelligence, IT Strategy, Entertainment, Business Process..., SAP BW, SDLC, SAP R/3, Program Management, Sarbanes-Oxley Act, Integration, Process Improvement, Analysis
Education
University of California, Los Angeles 1978 — 1980
Electrical Engineering emphasis on Computers
Santa Monica College 1976 — 1978
Associate of Arts (A.A.), Pre-Engineering, 3.0
Yiyun Chen's Pacific Life Experience March 2010 - Present
Job Director at Pacific Life
Industry Insurance
Experience
Pacific Life March 2010 - Present
Hartford Life April 2005 - March 2010
Epic Systems Corporation 2002 - 2005
Skills
ALM, Life Insurance, Enterprise Risk..., Risk Management, Financial Risk, Financial Modeling, VBA, Valuation, Financial Projection, Investments, Actuarial Science, Business Process..., Credit Risk, Insurance, Reinsurance, Fixed Annuities
Education
University of Minnesota-Twin Cities 1999 — 2000
Master of Science (M.S.)
Shanghai Jiao Tong University 1993 — 1997
Bachelor of Science (B.S.)
Pacific Life March 2010 - Present
Hartford Life April 2005 - March 2010
Epic Systems Corporation 2002 - 2005
Skills
ALM, Life Insurance, Enterprise Risk..., Risk Management, Financial Risk, Financial Modeling, VBA, Valuation, Financial Projection, Investments, Actuarial Science, Business Process..., Credit Risk, Insurance, Reinsurance, Fixed Annuities
Education
University of Minnesota-Twin Cities 1999 — 2000
Master of Science (M.S.)
Shanghai Jiao Tong University 1993 — 1997
Bachelor of Science (B.S.)
Eunice Sherman's Pacific Life Experience August 2008 - Present
Job Business Systems Analyst at Pacific Life
Industry Insurance
Experience
Pacific Life August 2008 - Present
Pacific Life 2008 - Present
California State Automobile Association July 2002 - May 2008
Education
Saddleback College
Pacific Life August 2008 - Present
Pacific Life 2008 - Present
California State Automobile Association July 2002 - May 2008
Education
Saddleback College
ROBERT SIBARIUM's Pacific Life Experience 2006 - 2011
Job President WallStreet Planning Associates,Inc,,Managing Partner,Midnite Enterprises,llc, Midnite One LLC
Industry Entertainment
Experience
Midnite One LLC October 2009 - Present
Wall Street Planning Associates, Ltd May 1996 - Present
Pacific Life 2006 - 2011
The Guardian Life Insurance Company of America 1975 - 2010
Mutual of Omaha 1990 - 2005
Mutual of Omaha 1990 - 2005
MetLife 1991 - 2004
Skills
Marketing, Investments, Insurance, Term Life Insurance, Disability Insurance, Social Media, Real Estate, Public Speaking, Strategic Financial..., Management Consulting, Directing, Social Media Marketing, Life Insurance, Small Business, Fixed Annuities, CRM, Sales Presentations, Marketing Strategy, Employee Benefits, Social Networking, Business Planning, Sales, Training, Long-term Care, Financial Services, Leadership, Entrepreneurship, Executive Management, Business Development, Asset Management, Retirement Planning, Strategic Planning, Management, Financial Planners
Education
The American College 1989 — 1993
CCNY
Midnite One LLC October 2009 - Present
Wall Street Planning Associates, Ltd May 1996 - Present
Pacific Life 2006 - 2011
The Guardian Life Insurance Company of America 1975 - 2010
Mutual of Omaha 1990 - 2005
Mutual of Omaha 1990 - 2005
MetLife 1991 - 2004
Skills
Marketing, Investments, Insurance, Term Life Insurance, Disability Insurance, Social Media, Real Estate, Public Speaking, Strategic Financial..., Management Consulting, Directing, Social Media Marketing, Life Insurance, Small Business, Fixed Annuities, CRM, Sales Presentations, Marketing Strategy, Employee Benefits, Social Networking, Business Planning, Sales, Training, Long-term Care, Financial Services, Leadership, Entrepreneurship, Executive Management, Business Development, Asset Management, Retirement Planning, Strategic Planning, Management, Financial Planners
Education
The American College 1989 — 1993
CCNY
Pauline Deer's Pacific Life Experience May 2003 - Present
Job In Force Specialist at Pacific Life
Industry Insurance
Experience
Pacific Life May 2003 - Present
Principal Financial Group 1992 - 2003
Skills
Fixed Annuities, Life Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Universal Life, Whole Life
Education
Santa Ana Valley
LOMA
FLMI, Insurance
Santa Ana College
Pacific Life May 2003 - Present
Principal Financial Group 1992 - 2003
Skills
Fixed Annuities, Life Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Universal Life, Whole Life
Education
Santa Ana Valley
LOMA
FLMI, Insurance
Santa Ana College
Jeff Wakefield's Pacific Life Experience September 1995 - May 2003
Job President & CEO at Sovereign Investment Corp
Industry Financial Services
Experience
Sovereign Investment Corp March 2008 - Present
Sun Life Financial October 2004 - March 2008
BISYS October 2003 - October 2004
Pacific Life September 1995 - May 2003
Skills
Health Insurance, Mutual Funds, Insurance, Team Building, Wealth Management, Risk Management, Sales Operations, Investments, Retirement Planning, Strategic Planning, Business Analysis, Marketing, Retirement, Life Insurance, Disability Insurance, Management, Mergers & Acquisitions, Leadership, Training, Financial Modeling, New Business Development, Fixed Annuities, Corporate Finance
Education
The University of Georgia 1979 — 1982
BS, Economics
Sovereign Investment Corp March 2008 - Present
Sun Life Financial October 2004 - March 2008
BISYS October 2003 - October 2004
Pacific Life September 1995 - May 2003
Skills
Health Insurance, Mutual Funds, Insurance, Team Building, Wealth Management, Risk Management, Sales Operations, Investments, Retirement Planning, Strategic Planning, Business Analysis, Marketing, Retirement, Life Insurance, Disability Insurance, Management, Mergers & Acquisitions, Leadership, Training, Financial Modeling, New Business Development, Fixed Annuities, Corporate Finance
Education
The University of Georgia 1979 — 1982
BS, Economics
Karen Alvarado's Pacific Life Experience 1996 - 2006
Job AVP Technology Compliance & Audit at Pacific Life Insurance Company
Industry Government Relations
Experience
Pacific Life Insurance Company November 2012 - Present
Alvarado&Associates May 2012 - November 2012
IRI January 2010 - April 2012
Transamerica Capital Management August 2006 - January 2010
AEGON August 2006 - January 2010
Pacific Life 1996 - 2006
Delta Life and Annuity Company August 1989 - August 1996
Skills
Insurance, Risk Management, Securities, Sales, Financial Services, Fixed Annuities, Leadership, Auditing, Human Resources, Mutual Funds, Health Insurance, Employee Benefits, Investments
Education
The University of Memphis
Pacific Life Insurance Company November 2012 - Present
Alvarado&Associates May 2012 - November 2012
IRI January 2010 - April 2012
Transamerica Capital Management August 2006 - January 2010
AEGON August 2006 - January 2010
Pacific Life 1996 - 2006
Delta Life and Annuity Company August 1989 - August 1996
Skills
Insurance, Risk Management, Securities, Sales, Financial Services, Fixed Annuities, Leadership, Auditing, Human Resources, Mutual Funds, Health Insurance, Employee Benefits, Investments
Education
The University of Memphis
Sara Decker's Pacific Life Experience 2000 - 2011
Job Sr. Case Design Analyst at The Hebets Company
Industry Online Media
Experience
The Hebets Company April 2015 - Present
MassMutual Financial Group January 2014 - February 2015
Dress for Success Phoenix January 2013 - May 2014
Dress for Success Phoenix June 2012 - May 2014
Turning Pointe Wealth Mangement August 2012 - December 2013
CWM June 2011 - June 2012
Pacific Life 2000 - 2011
Capital Management & Planning 1998 - 2000
Prudential Financial 1997 - 1998
Skills
Asset Protection, Marketing Strategy, Retirement Planning, Insurance, Life Insurance, Employee Benefits, Disability Insurance, Strategic Financial..., 401k, Estate Planning, Social Networking, Marketing Communications, Public Speaking, LinkedIn, Social Media Marketing, PowerPoint, Presentation Development, Collateral Materials..., Agency Relationship..., Dynamic Speaker, Term Life Insurance, Financial Services, IRAs, Long-term Care, Fixed Annuities, Asset Allocation, Asset Management, Finance, Investments, Retirement, Management, Marketing, Sales, Strategic Planning, Small Business, Social Media, Customer Service, Relationship Management, Coaching, New Business Development, Sales Management, Training, Strategy
Education
San Jose State University 1989 — 1994
BA, Education
Oak Grove High School
The Hebets Company April 2015 - Present
MassMutual Financial Group January 2014 - February 2015
Dress for Success Phoenix January 2013 - May 2014
Dress for Success Phoenix June 2012 - May 2014
Turning Pointe Wealth Mangement August 2012 - December 2013
CWM June 2011 - June 2012
Pacific Life 2000 - 2011
Capital Management & Planning 1998 - 2000
Prudential Financial 1997 - 1998
Skills
Asset Protection, Marketing Strategy, Retirement Planning, Insurance, Life Insurance, Employee Benefits, Disability Insurance, Strategic Financial..., 401k, Estate Planning, Social Networking, Marketing Communications, Public Speaking, LinkedIn, Social Media Marketing, PowerPoint, Presentation Development, Collateral Materials..., Agency Relationship..., Dynamic Speaker, Term Life Insurance, Financial Services, IRAs, Long-term Care, Fixed Annuities, Asset Allocation, Asset Management, Finance, Investments, Retirement, Management, Marketing, Sales, Strategic Planning, Small Business, Social Media, Customer Service, Relationship Management, Coaching, New Business Development, Sales Management, Training, Strategy
Education
San Jose State University 1989 — 1994
BA, Education
Oak Grove High School
Cheryl De Vera's Pacific Life Experience Business Systems AnalystPacific Life2001 - 2008
Job Systems Analyst
Industry Information Technology and Services
Experience
Pacific Life Business Systems AnalystPacific Life2001 - 2008
Pacific Life Insurance Company 2001 - 2008
Education
San Diego State University-California State University 1995 — 1998
BS, Information Decision Systems & Minor in Women's Studies
Pacific Life Business Systems AnalystPacific Life2001 - 2008
Pacific Life Insurance Company 2001 - 2008
Education
San Diego State University-California State University 1995 — 1998
BS, Information Decision Systems & Minor in Women's Studies
Keith Lamb's Pacific Life Experience May 2011 - Present
Job Immediate Annuities Manager
Industry Financial Services
Experience
Pacific Life May 2011 - Present
Wells Fargo Dealer Services June 2007 - April 2011
Education
The Ohio State University Fisher College of Business 2009 — 2010
MBA
UC Berkeley
Bachelor of Science (BS), Economics
Pacific Life May 2011 - Present
Wells Fargo Dealer Services June 2007 - April 2011
Education
The Ohio State University Fisher College of Business 2009 — 2010
MBA
UC Berkeley
Bachelor of Science (BS), Economics
Erol Woods's Pacific Life Experience 2000 - 2001
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC January 2012 - Present
Phoenix Life/Saybrus Partners 2001 - 2011
Pacific Life 2000 - 2001
Skills
New Business Development, Wealth Management, Strategic Financial..., Financial Advisory, Customer Service, Recruiting, Customer Retention, Sales Management, Financial Analysis, Public Speaking, Sales, Risk Management, Financial Modeling, Team Building, Business Development, Asset Management, Deferred Compensation..., Invididual and..., Group presentations, Management Training and..., Investment Planning, Investment Services, Insurance Planning, Insurance Services, Insurance Strategies, Estate Planning..., Business Planning..., Long Term Care Planning..., Wealth Preservation..., Estate Conservation..., Employee Benefits
Education
The Ohio State University 1977 — 1981
B.A., Philosophy, French
AXA Advisors, LLC January 2012 - Present
Phoenix Life/Saybrus Partners 2001 - 2011
Pacific Life 2000 - 2001
Skills
New Business Development, Wealth Management, Strategic Financial..., Financial Advisory, Customer Service, Recruiting, Customer Retention, Sales Management, Financial Analysis, Public Speaking, Sales, Risk Management, Financial Modeling, Team Building, Business Development, Asset Management, Deferred Compensation..., Invididual and..., Group presentations, Management Training and..., Investment Planning, Investment Services, Insurance Planning, Insurance Services, Insurance Strategies, Estate Planning..., Business Planning..., Long Term Care Planning..., Wealth Preservation..., Estate Conservation..., Employee Benefits
Education
The Ohio State University 1977 — 1981
B.A., Philosophy, French
Aimee Kwain, J.D.'s Pacific Life Experience 2002 - 2008
Job Senior Insurance Specialist
Industry Insurance
Experience
Moss Adams Wealth Advisors,LLC; Moss Adams, LLP January 2008 - Present
Los Angeles Estate Planning Council 2012 - 2013
Pacific Life 2002 - 2008
Harrington, Foxx, Dubrow, and Canter 2000 - 2002
Education
Southwestern University School of Law 1996 — 1999
Law
University of Toronto - University College 1991 — 1995
Moss Adams Wealth Advisors,LLC; Moss Adams, LLP January 2008 - Present
Los Angeles Estate Planning Council 2012 - 2013
Pacific Life 2002 - 2008
Harrington, Foxx, Dubrow, and Canter 2000 - 2002
Education
Southwestern University School of Law 1996 — 1999
Law
University of Toronto - University College 1991 — 1995
Amy Parker Grant's Pacific Life Experience 2007 - 2010
Job Program Management Professional
Industry Insurance
Experience
National Brokerage Associates, Inc. 2012 - Present
Belman Klein Associates, Ltd. 2010 - 2011
Pacific Life 2007 - 2010
The Palmer Agency 2004 - 2007
East Lake Golf Club 2002 - 2004
The Vinings Club 1998 - 2002
Villa Christina 1998 - 1999
SAHMA (Southeastern Affordable Housing Management Association) 1997 - 1998
The Ritz-Carlton Hotel Company L.L.C. 1996 - 1998
Paramount Pictures 1994 - 1995
Education
University of Virginia 1988 — 1990
BA, Psychology
Syracuse University 1986 — 1988
Communication and Media Studies
National Brokerage Associates, Inc. 2012 - Present
Belman Klein Associates, Ltd. 2010 - 2011
Pacific Life 2007 - 2010
The Palmer Agency 2004 - 2007
East Lake Golf Club 2002 - 2004
The Vinings Club 1998 - 2002
Villa Christina 1998 - 1999
SAHMA (Southeastern Affordable Housing Management Association) 1997 - 1998
The Ritz-Carlton Hotel Company L.L.C. 1996 - 1998
Paramount Pictures 1994 - 1995
Education
University of Virginia 1988 — 1990
BA, Psychology
Syracuse University 1986 — 1988
Communication and Media Studies
Diane Dales's Pacific Life Experience January 1988 - June 2015
Job Retired from Pacific Life
Industry Insurance
Experience
Pacific Life January 1988 - June 2015
Unum May 1979 - December 1987
Education
The University of Tennessee at Chattanooga
MBA, Finance
Pacific Life January 1988 - June 2015
Unum May 1979 - December 1987
Education
The University of Tennessee at Chattanooga
MBA, Finance
Regina Brunton's Pacific Life Experience January 1992 - April 1998
Job Internal wholesaler at Crump Insurance/First Allied
Industry Insurance
Experience
Crump Insurance/First Allied June 2010 - Present
Advanced Equities November 2004 - October 2008
Principal Financial Group July 2002 - November 2004
LPL October 2000 - April 2002
Sentra Securities May 1998 - April 1999
Pacific Life January 1992 - April 1998
First Capital Life June 1982 - November 1990
Education
San Diego State University-California State University 1974 — 1979
BA, Humanities
Academy of Our Lady of Peace 1969 — 1973
College Prep
Crump Insurance/First Allied June 2010 - Present
Advanced Equities November 2004 - October 2008
Principal Financial Group July 2002 - November 2004
LPL October 2000 - April 2002
Sentra Securities May 1998 - April 1999
Pacific Life January 1992 - April 1998
First Capital Life June 1982 - November 1990
Education
San Diego State University-California State University 1974 — 1979
BA, Humanities
Academy of Our Lady of Peace 1969 — 1973
College Prep
Steve Ambrosio's Pacific Life Experience July 1991 - Present
Job Life Underwriting Consultant
Industry Insurance
Experience
Pacific Life July 1991 - Present
Education
The American College 2000 — 2002
CLU
University of California, Irvine 1986 — 1990
BS, Psychology
Pacific Life July 1991 - Present
Education
The American College 2000 — 2002
CLU
University of California, Irvine 1986 — 1990
BS, Psychology
Stephen deJony's Pacific Life Experience April 2006 - March 2007
Job Paralegal/Assistant to Michael N. Cohen at Cohen I.P Law Group
Industry Legal Services
Experience
Cohen IP Law Group, P.C. September 2012 - Present
Orange County Bar Association - CA December 2001 - March 2012
Shimokaji & Associates, P.C. March 2011 - December 2011
UPS August 2007 - May 2011
Pacific Life April 2006 - March 2007
Syracuse University August 2004 - May 2005
Skills
Legal Research, Westlaw, Intellectual Property, Case Management, Research, Customer Service, Data Entry, Outlook, Word, Microsoft Office, Excel, Administration, Writing, Typing, Administrative Support, Case Managment, Administrative..., Insurance
Education
University of California, Irvine 2011 — 2014
Certificate, Paralegal, GPA 3.97
Syracuse University 2001 — 2005
B.A., History
Cohen IP Law Group, P.C. September 2012 - Present
Orange County Bar Association - CA December 2001 - March 2012
Shimokaji & Associates, P.C. March 2011 - December 2011
UPS August 2007 - May 2011
Pacific Life April 2006 - March 2007
Syracuse University August 2004 - May 2005
Skills
Legal Research, Westlaw, Intellectual Property, Case Management, Research, Customer Service, Data Entry, Outlook, Word, Microsoft Office, Excel, Administration, Writing, Typing, Administrative Support, Case Managment, Administrative..., Insurance
Education
University of California, Irvine 2011 — 2014
Certificate, Paralegal, GPA 3.97
Syracuse University 2001 — 2005
B.A., History
Mike Busby's Pacific Life Experience January 2011 - August 2012
Job Infrastructure Architect at St. Joseph Health
Industry Information Services
Experience
St. Joseph Health October 2014 - Present
St. Joseph Health System November 2012 - October 2014
Ekman Associates September 2012 - November 2012
Pacific Life January 2011 - August 2012
Childrens Hospital Los Angeles November 2007 - November 2010
Perot Systems 2002 - 2007
Skills
Active Directory, VMware, Citrix, ITIL, IT Service Management, Disaster Recovery, Data Center, Windows Server, DNS, IIS, Servers, Security, IT Management, SharePoint, Vendor Management, Cloud Computing, System Administration, Troubleshooting
Education
Texas Tech University
St. Joseph Health October 2014 - Present
St. Joseph Health System November 2012 - October 2014
Ekman Associates September 2012 - November 2012
Pacific Life January 2011 - August 2012
Childrens Hospital Los Angeles November 2007 - November 2010
Perot Systems 2002 - 2007
Skills
Active Directory, VMware, Citrix, ITIL, IT Service Management, Disaster Recovery, Data Center, Windows Server, DNS, IIS, Servers, Security, IT Management, SharePoint, Vendor Management, Cloud Computing, System Administration, Troubleshooting
Education
Texas Tech University
Jeanine Bashore's Pacific Life Experience May 2013 - Present
Job Talent Acquisition at Pacific Life
Industry Human Resources
Experience
Pacific Life May 2013 - Present
Capital Group May 2010 - May 2013
Pacific Life 1995 - 2008
Skills
Talent Acquisition, Succession Planning, Applicant Tracking..., Talent Management, Onboarding, Human Resources, Employee Relations, Personnel Management, College Recruiting, Recruiting, HRIS, Interviews
Education
San Diego State University-California State University
BA, Sociology
Pacific Life May 2013 - Present
Capital Group May 2010 - May 2013
Pacific Life 1995 - 2008
Skills
Talent Acquisition, Succession Planning, Applicant Tracking..., Talent Management, Onboarding, Human Resources, Employee Relations, Personnel Management, College Recruiting, Recruiting, HRIS, Interviews
Education
San Diego State University-California State University
BA, Sociology
Christina Rodis Burleigh's Pacific Life Experience August 2002 - Present
Job EDI Analyst at Pacific Life
Industry Insurance
Experience
Pacific Life August 2002 - Present
The Orange County Register 2002 - 2002
Digital Technology International 1998 - 2000
Skills
HIPAA, Project Management, SQL
Education
The University of Georgia 1988 — 1992
ABJ, Journalism
Pacific Life August 2002 - Present
The Orange County Register 2002 - 2002
Digital Technology International 1998 - 2000
Skills
HIPAA, Project Management, SQL
Education
The University of Georgia 1988 — 1992
ABJ, Journalism
Kathy Page's Pacific Life Experience July 2015 - Present
Job CLevel Executive Assistant/Office Manager
Industry Investment Management
Experience
Pacific Life July 2015 - Present
Sabra Health Care REIT, Inc. June 2013 - April 2015
Allianz July 2002 - March 2013
PIMCO July 1996 - July 2002
Tri-Delta Property Management July 1994 - July 1996
Coastal Homes and Investments July 1991 - July 1994
Direct Line Marketing July 1991 - July 1994
Tarbell Realtors January 1987 - July 1991
Skills
Over 25 years of..., A team player and good..., Asset Management, Portfolio Management, Business Analysis, Process Improvement, Financial Analysis, Microsoft Excel, Project Management, Bloomberg, Asset Managment, Microsoft Office, PowerPoint, Account Reconciliation, Bookkeeping, Brochures, Customer Service, Contractors, Consultants, Internet, Internal Communications, Invoicing, 10 Key, Microsoft Word, Social Media, Contract Negotiation, Network Administration, Organization, Office Management, Office Administration, Proofreading, QuickBooks, Research, Typing, Vendor Management, Visio, Youth Ministry, Accounts Receivable, Administrative..., Purchase Management, Accounts Payable, Billing Systems, Strategic Planning, Banking, Investments, Event Planning, Access, Outlook, Fundraising, PeopleSoft
Education
Saddleback College 1987 — 1989
Real Estate Development/ Business Administration, 4.0
Pacific Life July 2015 - Present
Sabra Health Care REIT, Inc. June 2013 - April 2015
Allianz July 2002 - March 2013
PIMCO July 1996 - July 2002
Tri-Delta Property Management July 1994 - July 1996
Coastal Homes and Investments July 1991 - July 1994
Direct Line Marketing July 1991 - July 1994
Tarbell Realtors January 1987 - July 1991
Skills
Over 25 years of..., A team player and good..., Asset Management, Portfolio Management, Business Analysis, Process Improvement, Financial Analysis, Microsoft Excel, Project Management, Bloomberg, Asset Managment, Microsoft Office, PowerPoint, Account Reconciliation, Bookkeeping, Brochures, Customer Service, Contractors, Consultants, Internet, Internal Communications, Invoicing, 10 Key, Microsoft Word, Social Media, Contract Negotiation, Network Administration, Organization, Office Management, Office Administration, Proofreading, QuickBooks, Research, Typing, Vendor Management, Visio, Youth Ministry, Accounts Receivable, Administrative..., Purchase Management, Accounts Payable, Billing Systems, Strategic Planning, Banking, Investments, Event Planning, Access, Outlook, Fundraising, PeopleSoft
Education
Saddleback College 1987 — 1989
Real Estate Development/ Business Administration, 4.0
Jennifer Steele's Pacific Life Experience March 1985 - March 2009
Job External Marketing Rep at SeniorCareCounseling
Industry Medical Practice
Experience
Sterling Energy August 2013 - January 2014
SeniorCareCounseling December 2012 - August 2013
ATI Certified Graduate March 2012 - December 2012
Broadway Radiology June 2012 - July 2012
Waveland Capital Group April 2010 - April 2010
Pacific Life March 1985 - March 2009
Pacific Life Insurance Company 1985 - 2009
Pacific Life Annuities 1985 - 2009
Pacific Life January 2000 - June 2003
Skills
Fixed Annuities, Series 6, Variable Annuities, Recruiting, Sales, Insurance, Leadership, Coaching, Retirement, Term Life Insurance, Mutual Funds, Series 7, Training, Retirement Planning, Sales Operations, Business Development, Investments, Marketing, 401k, Finance, Analysis
Education
ATI College 2011 — 2012
Certification, Echocardiograph Technician
Saddleback College 1978 — 1980
Business
Sterling Energy August 2013 - January 2014
SeniorCareCounseling December 2012 - August 2013
ATI Certified Graduate March 2012 - December 2012
Broadway Radiology June 2012 - July 2012
Waveland Capital Group April 2010 - April 2010
Pacific Life March 1985 - March 2009
Pacific Life Insurance Company 1985 - 2009
Pacific Life Annuities 1985 - 2009
Pacific Life January 2000 - June 2003
Skills
Fixed Annuities, Series 6, Variable Annuities, Recruiting, Sales, Insurance, Leadership, Coaching, Retirement, Term Life Insurance, Mutual Funds, Series 7, Training, Retirement Planning, Sales Operations, Business Development, Investments, Marketing, 401k, Finance, Analysis
Education
ATI College 2011 — 2012
Certification, Echocardiograph Technician
Saddleback College 1978 — 1980
Business
Ryan Overman, CRC®'s Pacific Life Experience 2006 - 2009
Job VP, Retirement Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
Wells Fargo Advisors March 2011 - July 2013
Pacific Life 2006 - 2009
Pacific Life Annuities and Mutual Funds 2006 - 2009
AIG SunAmerica 2001 - 2005
Skills
Series 63, Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Series 6, Wealth Management, Securities, Investments, Variable Annuities, Life Insurance, 401k, Asset Allocation, Insurance, Series 7, Financial Services, Financial Planning, IRAs, Investment Strategies, Relationship Management
Education
San Diego State University-California State University
Wells Fargo Advisors July 2013 - Present
Wells Fargo Advisors March 2011 - July 2013
Pacific Life 2006 - 2009
Pacific Life Annuities and Mutual Funds 2006 - 2009
AIG SunAmerica 2001 - 2005
Skills
Series 63, Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Series 6, Wealth Management, Securities, Investments, Variable Annuities, Life Insurance, 401k, Asset Allocation, Insurance, Series 7, Financial Services, Financial Planning, IRAs, Investment Strategies, Relationship Management
Education
San Diego State University-California State University
Lucie Moore's Pacific Life Experience November 1998 - Present
Job Director of Development at Pacifica Christian High School – Orange County
Industry Investment Management
Experience
Pacifica Christian High School – Orange County May 2015 - Present
Azusa Pacific University September 2014 - Present
Pacific Life November 1998 - Present
Sage Hill School July 2007 - June 2011
The Pegasus School June 1999 - June 2008
CASA 1993 - 2003
Gibson, Dunn & Crutcher LLP September 1984 - January 1994
U.S. Court of Appeals September 1983 - August 1984
Skills
Funding, Mergers & Acquisitions, Corporate Finance, Governance, Trustee
Education
The College of William and Mary - Marshall Wythe Law School 1980 — 1983
Doctor of Law (J.D.), Law
Vanderbilt University 1976 — 1979
Bachelor of Arts (B.A.) cum laude, Political Science
Seven Hills School 1968 — 1974
HS
Pacifica Christian High School – Orange County May 2015 - Present
Azusa Pacific University September 2014 - Present
Pacific Life November 1998 - Present
Sage Hill School July 2007 - June 2011
The Pegasus School June 1999 - June 2008
CASA 1993 - 2003
Gibson, Dunn & Crutcher LLP September 1984 - January 1994
U.S. Court of Appeals September 1983 - August 1984
Skills
Funding, Mergers & Acquisitions, Corporate Finance, Governance, Trustee
Education
The College of William and Mary - Marshall Wythe Law School 1980 — 1983
Doctor of Law (J.D.), Law
Vanderbilt University 1976 — 1979
Bachelor of Arts (B.A.) cum laude, Political Science
Seven Hills School 1968 — 1974
HS
Matt Klang's Pacific Life Experience June 2005 - February 2009
Job Prevention Coordinator at Yellowstone AIDS Project
Industry Nonprofit Organization Management
Experience
Yellowstone AIDS Project August 2014 - Present
Old Dominion Freight Line April 2014 - Present
Yellowstone Aids Project May 2014 - July 2014
Lenny's Sub Shop November 2012 - July 2013
Mutual of Omaha September 2010 - July 2012
Mutual of Omaha June 2009 - September 2010
Pacific Life June 2005 - February 2009
Skills
Customer Service, Team Leadership, Process Improvement, Insurance, Health Insurance, Sales, Software Documentation, Employee Training, Call Centers, Troubleshooting, Cross-functional Team..., Recruiting, Teamwork, Account Management, Research, Windows, Requirements Analysis, Training, Leadership, Public Speaking, Microsoft Office, Team Building
Education
South Dakota School of Mines and Technology 1998 — 2000
Computer Science
Baker High School 1994 — 1998
Diploma, High School Diploma
Yellowstone AIDS Project August 2014 - Present
Old Dominion Freight Line April 2014 - Present
Yellowstone Aids Project May 2014 - July 2014
Lenny's Sub Shop November 2012 - July 2013
Mutual of Omaha September 2010 - July 2012
Mutual of Omaha June 2009 - September 2010
Pacific Life June 2005 - February 2009
Skills
Customer Service, Team Leadership, Process Improvement, Insurance, Health Insurance, Sales, Software Documentation, Employee Training, Call Centers, Troubleshooting, Cross-functional Team..., Recruiting, Teamwork, Account Management, Research, Windows, Requirements Analysis, Training, Leadership, Public Speaking, Microsoft Office, Team Building
Education
South Dakota School of Mines and Technology 1998 — 2000
Computer Science
Baker High School 1994 — 1998
Diploma, High School Diploma
Connie Barnes, CLU, ChFC's Pacific Life Experience April 2004 - September 2006
Job Chief Operating Officer at Premier Advisors, Ltd.
Industry Insurance
Experience
Premier Advisors, Ltd. May 2015 - Present
C.Barnes & Associates January 2010 - Present
Universal Insurance Services October 2006 - December 2009
Pacific Life April 2004 - September 2006
John Hancock Financial Services May 2001 - August 2004
Skills
Fixed Annuities, Insurance, Long-term Care, Life Insurance, Retirement, Disability Insurance, Retirement Planning, Mutual Funds, IRAs, Health Insurance, Underwriting, Advanced Sales, Universal Life, Whole Life, Term Life Insurance, Estate Planning, Premium Financing, Variable Annuities, Brokers, Long Term Care Insurance, 401k, Series 63
Education
The American College 1983 — 1990
Chartered Life Underwriter, Chartered Financial Consultant
Syracuse University - Martin J. Whitman School of Management 1979 — 1983
B.S., Finance
Premier Advisors, Ltd. May 2015 - Present
C.Barnes & Associates January 2010 - Present
Universal Insurance Services October 2006 - December 2009
Pacific Life April 2004 - September 2006
John Hancock Financial Services May 2001 - August 2004
Skills
Fixed Annuities, Insurance, Long-term Care, Life Insurance, Retirement, Disability Insurance, Retirement Planning, Mutual Funds, IRAs, Health Insurance, Underwriting, Advanced Sales, Universal Life, Whole Life, Term Life Insurance, Estate Planning, Premium Financing, Variable Annuities, Brokers, Long Term Care Insurance, 401k, Series 63
Education
The American College 1983 — 1990
Chartered Life Underwriter, Chartered Financial Consultant
Syracuse University - Martin J. Whitman School of Management 1979 — 1983
B.S., Finance
Maryclare Hasbrook's Pacific Life Experience March 2008 - August 2009
Job
Industry
Experience
Pacific Life March 2008 - August 2009
Pacific Life December 2006 - March 2008
Discovery Chicago January 2004 - June 2006
Education
San Diego State University-California State University 1999 — 2001
Communications
Pacific Life March 2008 - August 2009
Pacific Life December 2006 - March 2008
Discovery Chicago January 2004 - June 2006
Education
San Diego State University-California State University 1999 — 2001
Communications
Kent Haynes's Pacific Life Experience 1992 - 2006
Job AVP Sales HCC Life
Industry Insurance
Experience
HCC Life Insurance Company August 2013 - Present
Pacific Life 1992 - 2006
Skills
Health Insurance, Insurance, Employee Benefits, Managed Care, Brokers, Account Management, Underwriting, Disability Insurance, Sales Management, Life Insurance, Healthcare, New Business Development, Strategic Planning, Captives, Dentistry, Long-term Care, Workers Compensation, Claim, Fixed Annuities, Medicare, Term Life Insurance, Reinsurance
Education
The University of Texas at Arlington 1982 — 1986
BBA, Marketing/Management
HCC Life Insurance Company August 2013 - Present
Pacific Life 1992 - 2006
Skills
Health Insurance, Insurance, Employee Benefits, Managed Care, Brokers, Account Management, Underwriting, Disability Insurance, Sales Management, Life Insurance, Healthcare, New Business Development, Strategic Planning, Captives, Dentistry, Long-term Care, Workers Compensation, Claim, Fixed Annuities, Medicare, Term Life Insurance, Reinsurance
Education
The University of Texas at Arlington 1982 — 1986
BBA, Marketing/Management
Marvin Steakley's Pacific Life Experience September 1994 - Present
Job Sr. Systems Engineer at Pacific Life
Industry Insurance
Experience
Pacific Life September 1994 - Present
Wang Laboratories May 1990 - May 1992
Management Insights December 1980 - May 1990
Skills
Enterprise Architecture, ADO.NET, C++, Agile Methodologies, .NET, SQL, SDLC, IIS
Education
Southern Methodist University 1978 — 1984
BS CS, Computer Science, Physics, Music
Pacific Life September 1994 - Present
Wang Laboratories May 1990 - May 1992
Management Insights December 1980 - May 1990
Skills
Enterprise Architecture, ADO.NET, C++, Agile Methodologies, .NET, SQL, SDLC, IIS
Education
Southern Methodist University 1978 — 1984
BS CS, Computer Science, Physics, Music
Lewis Tran, CLU, ChFC's Pacific Life Experience January 1998 - August 2006
Job Senior Strategist at Chamberlain Group
Industry Financial Services
Experience
Chamberlain Group September 2014 - Present
Succession Capital Alliance June 2010 - September 2014
First Choice Brokerage August 2006 - June 2010
Pacific Life January 1998 - August 2006
Skills
Insurance, Retirement Planning, Life Insurance, Fixed Annuities, Strategic Financial..., Business Planning, Strategy, IRAs, Strategic Planning, Marketing, Financial Planners, Management, Finance, Sales, Financial Services, Financial Planning, Leadership, Estate Planning
Education
California State Polytechnic University at 1992 — 1996
Bachelor of Science, Finance
Santa Barbara City College 1990 — 1992
Bachelor of Science (B.S.), Finance
Chamberlain Group September 2014 - Present
Succession Capital Alliance June 2010 - September 2014
First Choice Brokerage August 2006 - June 2010
Pacific Life January 1998 - August 2006
Skills
Insurance, Retirement Planning, Life Insurance, Fixed Annuities, Strategic Financial..., Business Planning, Strategy, IRAs, Strategic Planning, Marketing, Financial Planners, Management, Finance, Sales, Financial Services, Financial Planning, Leadership, Estate Planning
Education
California State Polytechnic University at 1992 — 1996
Bachelor of Science, Finance
Santa Barbara City College 1990 — 1992
Bachelor of Science (B.S.), Finance
Rob Melin's Pacific Life Experience January 1997 - December 2006
Job Independent Accounting Professional
Industry
Experience
Pacific Life January 1997 - December 2006
Education
Saint Louis University
Finance, Economics
Pacific Life January 1997 - December 2006
Education
Saint Louis University
Finance, Economics
Laurie Griggs's Pacific Life Experience March 2000 - November 2001
Job Retail Associate at Macy's
Industry Retail
Experience
Macy's November 2013 - Present
Dennis J. Amoroso Construction Co June 2003 - December 2003
Pacific Life March 2000 - November 2001
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, PowerPoint, Management, Social Media, Negotiation, Public Speaking, Research, Strategic Planning
Education
Santiago Canyon College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Macy's November 2013 - Present
Dennis J. Amoroso Construction Co June 2003 - December 2003
Pacific Life March 2000 - November 2001
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, PowerPoint, Management, Social Media, Negotiation, Public Speaking, Research, Strategic Planning
Education
Santiago Canyon College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Robin Catone's Pacific Life Experience October 1997 - Present
Job HR Business Partner
Industry Financial Services
Experience
Pacific Life October 1997 - Present
Security Pacific Financial Services February 1992 - June 1997
Courseware Anderson Consulting September 1991 - November 1991
HomeFed Bank August 1976 - June 1991
Education
San Diego Mesa College 1988 — 1990
General
Grossmont College 1986 — 1987
General
Pacific Life October 1997 - Present
Security Pacific Financial Services February 1992 - June 1997
Courseware Anderson Consulting September 1991 - November 1991
HomeFed Bank August 1976 - June 1991
Education
San Diego Mesa College 1988 — 1990
General
Grossmont College 1986 — 1987
General
Brandy McDaniels's Pacific Life Experience August 2009 - August 2012
Job Correspondent Custodian Specialist I @ PennyMac
Industry Banking
Experience
PennyMac Loan Services, LLC October 2012 - Present
Pacific Life August 2009 - August 2012
Countrywide Financial May 2007 - July 2007
Skills
Banking, Communication, Customer Service, Document Review, Insurance, Microsoft Excel, Microsoft Office, Organization, Problem Solving, Travel Planning, Management
Education
Taft Union High School 2000 — 2004
Taft College 2003 — 2003
PennyMac Loan Services, LLC October 2012 - Present
Pacific Life August 2009 - August 2012
Countrywide Financial May 2007 - July 2007
Skills
Banking, Communication, Customer Service, Document Review, Insurance, Microsoft Excel, Microsoft Office, Organization, Problem Solving, Travel Planning, Management
Education
Taft Union High School 2000 — 2004
Taft College 2003 — 2003
Pam Askins's Pacific Life Experience September 2003 - Present
Job Director IT at Pacific Life
Industry Insurance
Experience
Pacific Life September 2003 - Present
Accenture 1986 - 2003
Skills
Cloud Computing, Business Analysis, Business Process..., IT Strategy
Education
Stanford University 1982 — 1986
BS, Industrial Engineering
Pacific Life September 2003 - Present
Accenture 1986 - 2003
Skills
Cloud Computing, Business Analysis, Business Process..., IT Strategy
Education
Stanford University 1982 — 1986
BS, Industrial Engineering
Kalyn Almaguer's Pacific Life Experience June 2007 - December 2008
Job Content Editing for Marketing
Industry Writing and Editing
Experience
K&D Design June 2010 - December 2010
M International Talent Agency January 2005 - August 2010
DDCLAB May 2009 - December 2009
Pacific Life June 2007 - December 2008
Education
Santa Clara University 2008 — 2012
Bachelor of Arts (B.A.), History
K&D Design June 2010 - December 2010
M International Talent Agency January 2005 - August 2010
DDCLAB May 2009 - December 2009
Pacific Life June 2007 - December 2008
Education
Santa Clara University 2008 — 2012
Bachelor of Arts (B.A.), History
John Dies's Pacific Life Experience 2008 - 2009
Job Managing Director Tax Controversy
Industry Legal Services
Experience
alliantgroup December 2010 - Present
Pacific Life 2008 - 2009
Oldenettel & Dies 2001 - 2008
Skills
Tax, Alternative Dispute..., Tax Accounting, Litigation, Appeals, Corporate Tax, Auditing, Tax Law, Budgets, Mediation, Tax Advisory, US Tax, Tax Research, Income Tax, International Tax, Partnership Taxation
Education
South Texas College of Law 1995 — 1998
Doctor of Law (JD), Law
alliantgroup December 2010 - Present
Pacific Life 2008 - 2009
Oldenettel & Dies 2001 - 2008
Skills
Tax, Alternative Dispute..., Tax Accounting, Litigation, Appeals, Corporate Tax, Auditing, Tax Law, Budgets, Mediation, Tax Advisory, US Tax, Tax Research, Income Tax, International Tax, Partnership Taxation
Education
South Texas College of Law 1995 — 1998
Doctor of Law (JD), Law
Linda Ogaz's Pacific Life Experience December 1999 - Present
Job Sr Case Design Analyst at Pacific Life
Industry Insurance
Experience
Pacific Life December 1999 - Present
Education
The American College
CLU
West Virginia Northern Community College
AAS, Accounting
Pacific Life December 1999 - Present
Education
The American College
CLU
West Virginia Northern Community College
AAS, Accounting
Susan Cardoza's Pacific Life Experience 2006 - 2006
Job Owner & Content Editor At Organic Deals
Industry Online Media
Experience
Organic Deals April 2009 - Present
Pacific Life 2006 - 2006
Pacific Life 2002 - 2006
Skills
Social Media, Social Media Marketing, Blogging, Online Advertising, Digital Media, Digital Marketing, Editing, Advertising, Online Marketing, Digital Strategy, Microsoft Office, Marketing Strategy, Facebook, Social Networking, WordPress, Google Analytics, Copywriting, Creative Writing, Newsletters
Education
San Diego State University-California State University 1995 — 2001
Bachelor of Arts (B.A.), Economics
Organic Deals April 2009 - Present
Pacific Life 2006 - 2006
Pacific Life 2002 - 2006
Skills
Social Media, Social Media Marketing, Blogging, Online Advertising, Digital Media, Digital Marketing, Editing, Advertising, Online Marketing, Digital Strategy, Microsoft Office, Marketing Strategy, Facebook, Social Networking, WordPress, Google Analytics, Copywriting, Creative Writing, Newsletters
Education
San Diego State University-California State University 1995 — 2001
Bachelor of Arts (B.A.), Economics
Mark Farr's Pacific Life Experience December 2008 - February 2010
Job Director, Marketing Development at PGI, Inc.
Industry Financial Services
Experience
PGI, Inc. November 2011 - Present
Farrco Enterprises February 2010 - November 2011
Pacific Life December 2008 - February 2010
Skills
Marketing Strategy, Product Development, Strategic Planning, Manufacturing, New Business Development, Sales, Sales Management, Business Strategy, Business Planning, Budgets, Process Improvement, Program Management, Insurance, Life Insurance, Marketing, Term Life Insurance, Employee Benefits, Health Insurance, Financial Planning, Disability Insurance, Retirement, Retirement Planning, Training
Education
Indiana State University; Indiana Wesleyan University
The American College
Chartered Life Underwriter, Chartered Financial Consultant
PGI, Inc. November 2011 - Present
Farrco Enterprises February 2010 - November 2011
Pacific Life December 2008 - February 2010
Skills
Marketing Strategy, Product Development, Strategic Planning, Manufacturing, New Business Development, Sales, Sales Management, Business Strategy, Business Planning, Budgets, Process Improvement, Program Management, Insurance, Life Insurance, Marketing, Term Life Insurance, Employee Benefits, Health Insurance, Financial Planning, Disability Insurance, Retirement, Retirement Planning, Training
Education
Indiana State University; Indiana Wesleyan University
The American College
Chartered Life Underwriter, Chartered Financial Consultant
Kiran Peddi's Pacific Life Experience February 2010 - January 2012
Job Product Assurance Analyst at Automobile Club of Southern California
Industry Insurance
Experience
Automobile Club of Southern California February 2012 - Present
Pacific Life February 2010 - January 2012
Symantec August 2008 - December 2009
HSBC October 2006 - April 2008
Education
CSU Fullerton 2007 — 2010
Master in Science, Software Engineering
South Gujarat University 1998 — 2002
Bachelor in Engineering, Electrical Engineering
Automobile Club of Southern California February 2012 - Present
Pacific Life February 2010 - January 2012
Symantec August 2008 - December 2009
HSBC October 2006 - April 2008
Education
CSU Fullerton 2007 — 2010
Master in Science, Software Engineering
South Gujarat University 1998 — 2002
Bachelor in Engineering, Electrical Engineering
Tyler Alvino's Pacific Life Experience June 2013 - Present
Job New Business Accounting Associate
Industry Insurance
Experience
Pacific Life June 2013 - Present
Orange County Government February 2013 - April 2013
Skills
PowerPoint, Public Speaking, Microsoft Office, Higher Education, Microsoft Excel, Microsoft Word, Teaching, Data Analysis
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Pacific Life June 2013 - Present
Orange County Government February 2013 - April 2013
Skills
PowerPoint, Public Speaking, Microsoft Office, Higher Education, Microsoft Excel, Microsoft Word, Teaching, Data Analysis
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Diva Wilson's Pacific Life Experience May 2013 - July 2013
Job Medical Student at University at Buffalo
Industry Medical Practice
Experience
University at Buffalo School of Medicine and Biomedical Sciences July 2013 - Present
Pacific Life May 2013 - July 2013
TD Ameritrade December 2012 - April 2013
The North Central Group/Hampton Inn and Suites August 2007 - December 2012
Best Buy October 2007 - August 2011
Skills
Bilingual-Spanish, Listener, Team Coordination, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Spanish, Microsoft Publisher, Organization, French, Customer Service, Event Planning, Social Networking, Microsoft Office, Customer Satisfaction, Sales
Education
State University of New York at Buffalo - School of Medicine & Biomedical Sciences 2013 — 2017
Doctor of Medicine (MD), Medicine, M3
Creighton UniversityMay 2011 2007 — 2011
Bachelor of Science; Bachelor of Arts, Biology; French and Francophone Studies
Papillion-La Vista High School 2003 — 2007
Diploma, Biology, AP and Honors courses
University at Buffalo School of Medicine and Biomedical Sciences July 2013 - Present
Pacific Life May 2013 - July 2013
TD Ameritrade December 2012 - April 2013
The North Central Group/Hampton Inn and Suites August 2007 - December 2012
Best Buy October 2007 - August 2011
Skills
Bilingual-Spanish, Listener, Team Coordination, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Spanish, Microsoft Publisher, Organization, French, Customer Service, Event Planning, Social Networking, Microsoft Office, Customer Satisfaction, Sales
Education
State University of New York at Buffalo - School of Medicine & Biomedical Sciences 2013 — 2017
Doctor of Medicine (MD), Medicine, M3
Creighton UniversityMay 2011 2007 — 2011
Bachelor of Science; Bachelor of Arts, Biology; French and Francophone Studies
Papillion-La Vista High School 2003 — 2007
Diploma, Biology, AP and Honors courses
Kent Jow's Pacific Life Experience October 2000 - May 2007
Job Senior Accountant III at Provision Ministry Group
Industry Religious Institutions
Experience
Provision Ministry Group May 2007 - Present
Pacific Life October 2000 - May 2007
Consultant September 1995 - October 2000
Education
Texas Tech University 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Provision Ministry Group May 2007 - Present
Pacific Life October 2000 - May 2007
Consultant September 1995 - October 2000
Education
Texas Tech University 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Max Sanger's Pacific Life Experience November 2012 - Present
Job Recruiter at Pacific Life
Industry Human Resources
Experience
Pacific Life November 2012 - Present
Heidrick & Struggles 2003 - November 2012
Education
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.)
Pacific Life November 2012 - Present
Heidrick & Struggles 2003 - November 2012
Education
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.)
Hulda Frank's Pacific Life Experience 1958 - 1964
Job artist
Industry Arts and Crafts
Experience
Self-employed landscapes portraitsUnderwriting OfficerConnecticut Mutual Life Insurance1964 - 1988
Pacific Life 1958 - 1964
Skills
Watercolor Artist, Oil Painting
Education
The University of Connecticut 1980 — 1985
BGS
Seattle Pacific University 1950 — 1952
Self-employed landscapes portraitsUnderwriting OfficerConnecticut Mutual Life Insurance1964 - 1988
Pacific Life 1958 - 1964
Skills
Watercolor Artist, Oil Painting
Education
The University of Connecticut 1980 — 1985
BGS
Seattle Pacific University 1950 — 1952
Natalie Costello's Pacific Life Experience December 1995 - April 2001
Job HR Executive Assistant
Industry Banking
Experience
Pacific Mercantile Bank December 2014 - Present
The Standard April 2008 - July 2014
Pacific Crest Technology April 2006 - April 2008
Fluor April 2001 - April 2006
Pacific Life December 1995 - April 2001
Skills
Human Resources, Administrative..., Access, Outlook, Administration, Management, Talent Acquisition, SharePoint, Spreadsheets, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Policy, Accounting, Customer Satisfaction, New Hire Orientations, Auditing, Editing, Insurance
Education
Saddleback College 2000 — 2000
General Accounting, 4.0
Pacific Mercantile Bank December 2014 - Present
The Standard April 2008 - July 2014
Pacific Crest Technology April 2006 - April 2008
Fluor April 2001 - April 2006
Pacific Life December 1995 - April 2001
Skills
Human Resources, Administrative..., Access, Outlook, Administration, Management, Talent Acquisition, SharePoint, Spreadsheets, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Policy, Accounting, Customer Satisfaction, New Hire Orientations, Auditing, Editing, Insurance
Education
Saddleback College 2000 — 2000
General Accounting, 4.0
Philip Teeter's Pacific Life Experience March 1998 - Present
Job Senior Vice President at Pacific Life
Industry Insurance
Experience
Pacific Life March 1998 - Present
Education
San Jose State University 1974 — 1978
Bachelor's degree, Political Science and Government
Pacific Life March 1998 - Present
Education
San Jose State University 1974 — 1978
Bachelor's degree, Political Science and Government
Morgan McKnight's Pacific Life Experience January 1994 - Present
Job Senior Software Developer at Pacific Life
Industry Financial Services
Experience
Pacific Life January 1994 - Present
Skills
.NET, Software Development, C#, XML, Web Services, ASP.NET, SOA, WCF, Oracle, ASP.NET MVC, IIS, Requirements Analysis, Enterprise Architecture
Education
Western Governors University 2013 — 2015
The University of Texas at Arlington 1980 — 1984
Bachelor of Business Administration (BBA), Computer Systems Analysis
Pacific Life January 1994 - Present
Skills
.NET, Software Development, C#, XML, Web Services, ASP.NET, SOA, WCF, Oracle, ASP.NET MVC, IIS, Requirements Analysis, Enterprise Architecture
Education
Western Governors University 2013 — 2015
The University of Texas at Arlington 1980 — 1984
Bachelor of Business Administration (BBA), Computer Systems Analysis
Tim Shaheen's Pacific Life Experience January 2011 - June 2013
Job Vice President Strategy & Shared Services at Pacific Life Insurance Company
Industry Insurance
Experience
Pacific Life Insurance Company June 2013 - Present
Pacific Life January 2011 - June 2013
Pacific Life January 2006 - December 2010
Accenture March 1997 - December 2005
Education
San Diego State University-California State University
Master of Business Administration (MBA), Finance
San Diego State University-California State University
Bachelor of Arts (BA), Economics
Pacific Life Insurance Company June 2013 - Present
Pacific Life January 2011 - June 2013
Pacific Life January 2006 - December 2010
Accenture March 1997 - December 2005
Education
San Diego State University-California State University
Master of Business Administration (MBA), Finance
San Diego State University-California State University
Bachelor of Arts (BA), Economics
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO