Pacific Life
Industry: Insurance company
DescriptionPacific Life Insurance Company is an American insurance company providing life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life also counts more than half of the 100 largest U.S. companies as clients. Headquarters: Newport Beach, California, United States CEO: James T. Morris (2 Apr 2007–) Parent organization: Pacific Mutual Holding Company Number of employees: 3,578 (2017) Chief information officer: Mike Shadler Subsidiaries: Swell Investing LLC, Aviation Capital Group Corp.,
Pacific Life List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pacific Life. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Pacific Life Salaries. You can even request information on how much does Pacific Life pay if you want to. Learn about salaries, pros and cons of working for Pacific Life directly from the past employees.
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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
Pacific Life November 2013 - Present
Pacific Life October 2012 - November 2013
Surfside Sports February 2012 - October 2012
East Baltimore Enterprises, Inc September 2011 - December 2011
Proximo Spirits Canada, Inc. June 2011 - August 2011
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield June 2010 - June 2011
Skills
Case Management, Customer Service, Time Management, Analysis, Sales, Organizational..., Skilled Multi-tasker, Employee Training, Merchandising, Inventory Management, Apparel, Microsoft Office, Adobe Creative Suite, Social Media, Management
Education
Towson University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Kelley Blue Book August 2014 - Present
Pro Football Focus July 2010 - April 2015
Kelley Blue Book January 2013 - August 2014
Kelley Blue Book May 2011 - January 2013
Pro Search Plus June 2010 - June 2011
H&R Block October 2009 - April 2011
Pacific Life October 2007 - July 2008
Skills
Competitive Analysis, Web Analytics, Data Analysis, Performance Reporting, Marketing Strategy, Digital Marketing, Microsoft Excel, Market Analysis, Strategic Insights, Market Intelligence, Insight Generation, Strategic Planning, Market Research, Omniture, Automotive, Consumer Insights, Business Strategy, Football, Client Presentation, Public Speaking, Leadership, Strategic Leadership, Thought Leadership, Customer Insight, Analysis, Analytics, Business Insights, Sales, Account Management
Education
University of California, Irvine 2003 — 2007
B.A., International Studies
SunGard January 2015 - Present
Pacific Life April 2013 - January 2015
Pacific Life April 2010 - April 2013
Pacific Life June 2006 - April 2010
Pacific Life June 2005 - June 2006
Petroglyph Ceramic Lounge June 2000 - June 2004
Skills
Actuarial Science, VBA, Access, Financial Modeling, Analysis, C++, Microsoft Office, VBScript, Valuation, Risk Management, Insurance, MoSes, Problem Solving, C#
Education
University of California, Irvine 2013 — 2016
Master of Science (MS), Software Engineering
University of California, Los Angeles 2002 — 2006
B.S., Mathematics/Actuarial Science
Archbishop Mitty High School
Accenture Analytics September 2014 - Present
Blackwell Business Intelligence Group LLC 2012 - Present
Pacific Life November 2007 - October 2012
Advent Software - Investment Management Group June 2006 - November 2007
Financial Engines 2004 - 2006
Merrill Lynch and UBS Warburg April 1998 - August 2004
Education
University of California, Berkeley
BA
Cambia Health Solutions August 2014 - Present
Pacific Life October 2006 - August 2014
Pacific Life 2005 - September 2006
Pacific Life October 2001 - 2004
Skills
Business Requirements, Business Analysis, Requirements Gathering, SharePoint, Visio, Building Relationships, Leadership, Strategic Planning, FileNet, PMO, Collaborative Leadership, SDLC, User Acceptance Testing, Team Mentoring, Outstanding..., Soft Skills, Simplifying the Complex, Persuasive Presentations, Market Analysis, Customer Experience, Executive Reporting, Fast Learner, Highly personable, Accountability, Enthusiastic..., Enthusiasm to learn, Vendor Management, Systems Analysis, Business Process..., Project Management, Agile Project Management, Process Improvement, Resource Management, Social Media, Strategy, Waterfall, Project Portfolio..., Software Project...
Education
University of California, Berkeley 1996 — 2001
TriGuard Management 2004 - Present
Pacific Life 1999 - 2004
The Shidler Group 1989 - 1999
Skills
Investments, Private Equity, Portfolio Management, Finance, Management, Investment Strategies, Cash Flow, Alternative Investments, Investment Management, Financial Analysis, Financial Modeling, Mergers
Education
UCLA Anderson School of Management 1985 — 1987
Master of Business Administration (M.B.A.), Finance and Real Estate
University of Southern California - Marshall School of Business 1979 — 1983
Bachelor's Degree, Accounting, Magna Cum Laude
Pacific Life 1995 - Present
New England Financial 1989 - 1995
Education
Thunderbird School of Global Management
Masters, Business Administration/International Management
University of California, Los Angeles
Bachelor of Arts, Language & Business
Pacific Life August 2014 - Present
Pacific Life December 2007 - July 2014
Pacific Life January 2000 - December 2007
Pacific Life March 1998 - January 2000
Skills
Portfolio Management, Securities, Asset Managment, Investments, Asset Management, Fixed Income, Business Analysis, Risk Management, Equities, Derivatives, Process Improvement, Bloomberg, Financial Analysis, Valuation, Asset Allocation, Capital Markets, Alternative Investments, Strategy, Bonds, Data Analysis
Education
University of California, Irvine 1992 — 1996
BA, Economics
Farmers Insurance September 2013 - Present
Farmers Insurance June 2013 - August 2013
Pacific Life August 2012 - May 2013
Undergraduate Consulting Association (UCA) January 2011 - June 2012
Asians for Miracle Marrow Matches (A3M) January 2010 - June 2012
Scottrade August 2011 - April 2012
ProFormance Capital June 2010 - October 2010
Skills
SQL, PHP, Microsoft Office, Eviews, R-Project Software, IBM SPSS, Image Process Design..., Compass (Calix), Financial Analysis, Microsoft Excel, Finance, Data Analysis, Financial Modeling, PowerPoint, Analysis, Recruiting, Research, Business Intelligence, Business Objects, Business Development
Education
University of California, Irvine 2008 — 2012
BA, Quantitative Economics
Pacific Life December 2013 - April 2015
Karl Strauss Brewing Company September 2013 - September 2014
Applebee's February 2008 - September 2013
Skills
Fluent in Spanish
Education
UCI 2007 — 2012
Bachelor of Arts (BA), Urban Studies/Affairs
Fisher Investments 2014 - Present
Fisher Investments 2012 - 2014
Fidelity Investments 2011 - 2012
U.S. Apartment Investor's, LLC 2009 - 2010
Pacific Life 2003 - 2009
Deutsche Bank 2000 - 2003
Protective Life / ProEquities 1998 - 2000
Jackson National Life 1998 - 1998
Knights of Columbus 1995 - 1998
Education
University of Alabama at Birmingham
Impac Companies January 2013 - Present
Pacific Life July 2012 - December 2012
Memory Experts International January 2010 - August 2010
UC Irvine November 2008 - January 2009
Skills
Investments, Financial Analysis, Microsoft Excel, PowerPoint, Mutual Funds, Microsoft Office, Series 63, Microsoft Word, Economics, Accounting
Education
University of California, Irvine 2007 — 2012
Bachelor of Arts (BA), Business/Managerial Economics, Minor: Accounting
Pacific Life Insurance September 2006 - Present
Pacific Life 2006 - Present
Washington Mutual Bank June 1999 - May 2006
Washington Mutual Bank June 1999 - May 2006
Washington Mutual 1999 - 2006
First American Title October 1998 - October 1999
First American Title Company October 1998 - June 1999
Quetzal Car Rental January 1991 - March 1998
Quetzal Car Rental January 1991 - March 1998
Skills
Software Documentation, System Administration, Troubleshooting, Networking, Management, Budgets, Help Desk Support, IT Operations, Testing, Training, Windows, SDLC, Vendor Management, SharePoint, Visio, Process Improvement, Team Building, Disaster Recovery
Education
Fullerton College - Wilshire School of Continuing Education 2012 — 2012
Management, Business Administration and Management, General
Universidad Mariano Gálvez 1993 — 1997
Undergraduate, Business Administration
Don Bosco
Pacific Life 2014 - Present
Hyundai AutoEver America 2012 - 2014
UnitedHealth Group 2009 - 2012
PacifiCare 2006 - 2008
Canyon Fireside Grille 2000 - 2005
TNT Consulting, Inc. 1995 - 1999
ADMAR Corporation 1994 - 1995
PacifiCare 1990 - 1992
Education
Benchmark Learning
Project Management Professional (PMP) Prep Course
University of Arkansas 1992 — 1994
Psychology and General Education
Control Data Institute
Associate of Science, Computer Programming
Sherman E. Burroughs High School
Western Digital October 2012 - Present
Broadcom October 2010 - October 2012
Broadcom April 2012 - July 2012
Broadcom January 2009 - October 2010
Broadcom November 2007 - January 2009
Pacific Life February 2006 - October 2007
Pacific Life April 2004 - February 2006
Exult March 2003 - April 2004
Skills
Strategy, Financial Modeling, Strategic Financial..., Management, Finance, Financial Analysis, Accounting, Analysis, Forecasting, Financial Reporting, Cross-functional Team..., Budgets, Process Improvement, Corporate Finance
Education
University of California, Berkeley 1999 — 2002
BA, Economics
Pacific Life June 2014 - Present
ECA Marketing May 2005 - January 2009
Minnesota Life / Securian April 2004 - April 2005
Thrivent Financial for Lutherans November 1999 - February 2004
Education
Ultimate Medical Academy 2011 — 2011
Medical Billing and Coding Certificate, Medical Billing and Coding
Pacific Life 2014 - Present
McGraw-Hill Education 2011 - 2013
Yardi Systems 2011 - 2011
CMC Rescue Inc 2010 - 2011
Freelance 2010 - 2011
U.S. Dept. of Commerce 2010 - 2010
American Cancer Society 2009 - 2010
Skills
Facebook, Social Media Marketing, Marketing, Marketing Strategy, Marketing Copy, Event Planning, Digital Marketing, Digital Strategy, Project Management, Email Marketing, Marketing Automation, Campaign Management, Marketo, Copywriting, Segmentation, Online Advertising, Microsoft Excel, SEO copywriting, Google Adwords, Salesforce.com, Google Analytics, Delivering ROI, SEM, Strategy
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts, Communication
University of California, Irvine
Certificate, Internet Marketing
Advent Software July 2014 - Present
Regency Web Services, Inc September 2013 - June 2014
Pacific Life June 2012 - July 2013
UC Irvine December 2010 - June 2012
Conversation LinkUP July 2010 - December 2010
Skills
User Interface..., Software Engineering, Agile Methodologies, Test Driven Development, Continuous Integration, CSS, JavaScript, SQL, Node.js, Git
Education
University of California, Irvine 2009 — 2014
Bachelor's Degree, Computer Science and Engineering
Pacific Life January 2014 - Present
Pacific Life January 2007 - December 2013
Pacific Life May 2000 - December 2006
Skills
Variable Annuities, Fixed Annuities, Indexed Annuities, Advanced Sales, Business Development, Coaching, Financial Products, Industry Training, Long Term Care, Mutual Funds, Practice Management, Public Speaking, Retirement Planning, Sales & Marketing, Sales Support, Series 6, Series 7, Series 63, Training
Education
Trevecca Nazarene University 1984 — 1987
Bachelor of Science
Entrepreneur Internet MarketingPacific Life InsuranceAugust 2006 - May 2012
Pacific Life 2006 - 2012
Skills
Social Media Marketing, Digital Marketing, Email Marketing, internet marketing, SEO, Web Marketing, Internet Strategy, Graphic Design, Marketing Strategy, Web Design, WordPress, Social Media, Branding & Identity, Adobe Creative Suite, Online Advertising, Web Analytics, Online Marketing, Lead Generation, E-commerce, Advertising, Marketing, Sales
Education
University of California, Irvine 2002 — 2006
B.S., Economics, Business Management
CareFusion February 2011 - Present
Hitachi Data Systems August 2010 - February 2011
Verizon Enterprise Solutions Group December 2009 - July 2010
Pacific Life February 1994 - April 2009
Atari January 1988 - January 1994
Skills
Cross-functional Team..., Process Improvement, Product Management, Vendor Management, Project Management, Program Management, Integration, Telecommunications, Management
Education
DeVry University 1999 — 2001
MBA, Business Administration
University of California, Berkeley
Bachelor of Science, Computer and Eletrical Engineering
Exsilio Solutions June 2014 - Present
Pacific Life June 2013 - May 2014
Elevano Consulting March 2013 - June 2013
Laserfiche September 2012 - December 2012
US Navy May 2011 - August 2012
Skills
Business Intelligence, Microsoft SQL Server, Microsoft Office, Leadership, Agile Methodologies, Data Warehousing, T-SQL, SSIS, ETL, Management, Java, Python, Object-oriented..., Databases, Data Analysis, Master Data Management, Troubleshooting, Customer Service, Public Speaking, Training, SSRS, TFS, SSAS, Crystal Reports, Spotfire, Tableau, Hadoop, HDFS, Hive, Apache Pig, MapReduce, Big Data, Big Data Analytics, Analysis Services
Education
United States Naval Academy 2007 — 2011
Bachelor of Science (BS), History
Pacific Life August 2012 - Present
Skills
VBA, Equity Indexed Annuities, Fixed Annuities, Insurance, Quantitative Finance, Financial Modeling, Valuation, MoSes/USLMS, Polysystems
Education
University of California, Irvine 2007 — 2012
B.S., Mathematics, Quantitative Economics
University of Colorado Real Estate Center August 2011 - Present
University of Colorado at Boulder 2011 - December 2011
Cushman & Wakefield 1995 - June 2011
CB Richard Ellis 1978 - 1995
Pacific Life 1974 - 1978
Skills
Marketing Strategy, Public Speaking, Sales Management, Real Estate, Property Management, Brokerage, Construction Management, Economics, Budgets, Commercial Real Estate, Community Outreach, Contract Negotiation, Corporate Real Estate, Disposition, Due Diligence, Entitlements
Education
University of Arizona 1969 — 1973
BA with Distinction, Sociology
Palo Verde High School 1965 — 1969
George C Marshall High School 1967 — 1968
Pacific Life April 2014 - Present
EXPRESS November 2013 - Present
Law Office of Russell J. Thomas, Jr. June 2013 - July 2013
St. John Knits April 2013 - June 2013
Undergraduate Business Association June 2012 - June 2013
eLUVate Media LLC July 2012 - October 2012
mUrgent May 2012 - September 2012
UC Irvine Accounting Department July 2011 - September 2012
Self employed November 2008 - July 2009
Kumon October 2005 - February 2007
Skills
Marketing Communications, Social Media Marketing, Photoshop, Social Media, SEO, Event Planning, Facebook, Microsoft Office, Marketing, Blogging, Google Analytics, Marketing Strategy
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
B.A., Business Administration, Marketing
University of California, Irvine 2009 — 2013
B.A., Psychology and Social Behavior
Pacific Life
Skills
SDLC, Requirements Gathering, Process Improvement, Life Insurance, Insurance, Business Analysis, Access, Business Process...
Education
University of California, Irvine 1996 — 2000
Ernst & Young January 2012 - April 2015
Pacific Life October 2011 - January 2012
Teledyne July 2011 - September 2011
Skills
Finance, Strategic Planning, Valuation, Financial Modeling, Data Analysis, Financial Statements, Private Equity, Leadership
Education
University of California, Irvine 2007 — 2011
B.A., Business/Managerial Economics
Deutsche Bank November 2013 - Present
Pacific Life September 2012 - November 2013
Apria Healthcare October 2010 - August 2012
Skills
Billing, Auditing, Accounting, Accounts Receivable, Series 6, Fixed Annuities, V Lookups, Excel models, Pivot Tables, GAAP, Variable Annuities, Invoicing, Finance, Financial Analysis, Bloomberg Terminal, Lotus Notes
Education
California State University-Dominguez Hills 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of California, Irvine
B.A, Comparative Literature
University of California, Irvine
BA, English
Roadmap to Learning January 2014 - Present
Roadmap to Learning January 1992 - Present
DeSoto ISD August 1993 - December 2013
DeSoto ISD August 1993 - December 2013
DeSoto ISD August 1996 - August 2012
Pacific Mutual/Pacific Life January 1978 - March 1988
Pacific Life August 1982 - May 1987
Skills
Curriculum Design, Classroom, Teaching, Lesson Planning, Differentiated..., Editing, Curriculum Development, Public Speaking, Tutoring, Teacher Training, Teacher Mentoring, Research, Staff Development, Educational Leadership, K-12, Secondary Education, Microsoft Office, English, Teacher Evaluation, Fundraising, Teaching Reading, PowerPoint, Grant Writing, Microsoft Word, Microsoft Excel, Educational Technology, Program Development, Nonprofits, Special Education, Reading Intervention, Classroom Management, Community Outreach, E-Learning, Literacy, Leadership, Instructional Design, RTI, Team Building, Early Childhood..., Instructional Technology, Elementary Education, Educational Consulting, Data Driven Instruction, Cooperative Learning, Writing, Mentoring, Employee Relations, Word, Excel, Classroom Instruction
Education
SMU 1992 — 1993
Dyslexia Training, Graduate Study
Dallas Baptist University 1978 — 1979
Secondary Certification, Psychology, Education, English and Reading
UTEP 1962 — 1966
BA, Psychology and English Language Arts
The University of Texas at El Paso 1955 — 1958
BA (1966) While teaching in the Ysleta ISD, Psychology, English
Southern Methodist University
Language Therapy
Blue Globe Group, Inc. September 2000 - Present
Pacific Life January 1999 - September 2000
Deloitte Consulting August 1996 - January 1999
Relational Data Systems February 1994 - July 1996
PacTel Cellular August 1989 - January 1994
Coopers & Lybrand November 1988 - May 1989
Independant Consultant September 1986 - November 1988
Your Speed Software May 1987 - March 1988
Skills
Integration, Data Warehousing, Start-ups, Business Strategy, SDLC, Program Management, Business Process, Business Process..., Process Improvement, Strategy, Management Consulting, Management, IT Strategy, Leadership, Visio, Business Process Design, Strategic Planning, CRM, Enterprise Software, Software Project..., Training, Project Management, Agile Methodologies, Change Management, Team Building, PMO, Integrated Marketing, Consulting, Vendor Management, Entrepreneurship, Project Portfolio..., Systems Analysis, Finance, Business Intelligence
Education
University of California, Berkeley 1983 — 1988
B.S., Industrial Engineering Operations Research
UC Irvine April 2015 - Present
UC Irvine / Jet Propulstion Laboratory August 2011 - March 2015
Bank of America 2007 - 2009
Pacific Life 2005 - 2007
Skills
Business Analysis, Software Development, Quality Assurance, Product Development, Testing, Optimization, Matlab, Project Management, Analysis, Data Analysis, Microsoft Excel, Databases, Astrodynamics, Research, SDLC, C, Requirements Analysis, Integration
Education
University of California, Irvine 2010 — 2015
Doctor of Philosophy (Ph.D.), Department of Mechanical and Aerospace Engineering
University of California, Irvine 2010 — 2012
Master of Science (MS), Mechanical and Aerospace Engineering
University of California, Berkeley 2000 — 2004
Bachelor of Arts (BA), Mathematics, focusing on Differential Topology and Real Analysis.
Pacific Life February 2015 - Present
QBE Insurance May 2002 - January 2015
Bank of America May 2002 - May 2012
Remedy Intelligent Staffing February 1994 - February 2001
Skills
Insurance, Business Analysis, Project Portfolio..., IT Strategy, Technology Operational..., Business Process..., Process Improvement, SDLC, Performance Management, Cross-functional Team..., Project Management, Risk Management, Requirements Analysis, Change Management, Reinsurance, Commercial Insurance, Disaster Recovery, Vendor Management, Business Continuity, Root Cause Analysis, Solution Architecture, Incident Management, Enterprise Security, Professional Mentoring, Governance, Service Delivery, Data Center, Software Documentation, MS Project, Management, Quality Assurance, Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Phoenix
Bachelor of Science (BS), E-Business
University of California, Irvine 1990 — 1992
El Toro High School
JustAnswer July 2013 - Present
U.S. Interactive Media August 2010 - March 2013
Pacific Life December 2008 - August 2010
Tarsadia Hotels June 2008 - August 2008
Leads Local July 2007 - July 2008
Skills
Direct Marketing, Google Analytics, SEO, PPC, SEM, Email Marketing, Digital Marketing, E-commerce, Website Development, Copywriting, Marketing, Web Marketing, CSS, Google Adwords, Social Media, Marketing Communications, WordPress, Social Media Marketing, Keyword Research, Online Marketing, Omniture, Online Advertising, Web Analytics, User Experience
Education
General Assembly 2013 — 2013
Front End Web Development
University of California, Irvine 2005 — 2007
BA History
Campus Explorer June 2015 - Present
Campus Explorer March 2014 - June 2015
Skilled Healthcare April 2012 - March 2014
Skilled Healthcare January 2011 - March 2012
Skilled Healthcare August 2009 - December 2010
KPMG, LLP September 2006 - August 2009
Pacific Life June 2005 - September 2005
Circuit City 2002 - 2005
Circuit City 2002 - 2005
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, Risk Assessment, Budgets, Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley, GAAP, Enterprise Risk..., Financial Modeling, SEC filings, US GAAP, Variance Analysis, Analysis, SEC Filings
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Executive Master of Business Administration (M.B.A.), Finance
University of California, Los Angeles 2004 — 2006
Bachelor of Science, Applied Mathematics with emphasis in Actuarial Science and Accounting
Calcutta Girls' High School 1988 — 2002
Moviepilot Inc. May 2014 - Present
Total Assault September 2013 - January 2014
Pacific Life June 2012 - August 2013
UC Irvine September 2011 - June 2012
Boogiezone Inc. September 2011 - June 2012
Millennium Systems January 2012 - April 2012
American Campus Communities June 2010 - June 2011
UC Irvine September 2008 - June 2011
Skills
Social Media, Social Networking, Event Planning, Blogging, Strategic Planning, Management, Customer Service, Advertising, Adobe Creative Suite, Google Analytics, Hootsuite, Social Media Marketing, Facebook, Photoshop, Microsoft Office
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Pacific Life August 2010 - Present
Edwards Lifesciences January 2009 - May 2010
Washington Mutual September 2004 - December 2008
Washington Mutual June 2002 - September 2004
Pacific Dental Services July 2000 - May 2002
Anaheim Marriott 1997 - 1999
Skills
Deferred Compensation, Human Resources, Incentive Programs, Executive Pay, Compensation & Benefit, Salary, Sales Compensation, Market Pricing, Process Improvement, Job Evaluation, Project Management, HRIS, Performance Management, PeopleSoft, Organizational..., Compensation & Benefits, Program Management, HR Policies, Cross-functional Team..., Analysis, Compensation Structures, Job Analysis
Education
UC Irvine 2011 — 2015
Certificate, Human Resource Management
University of Phoenix 2000 — 2001
Bachelor of Science, Business Administration
Pacific Life Sales AssociateEquative Inc.2000 - 2001
Skills
Insurance, Sales, Life Insurance, Financial Analysis, Finance, Process Improvement, Risk Management, Training, Leadership, Analysis, Business Analysis, Management, Vendor Management
Education
University of California, Berkeley 1996 — 2000
Bachelor of Arts (BA), Legal Studies, General
Pacific Life September 2012 - Present
Pacific Life September 2012 - Present
Accretive Solutions March 2011 - September 2012
Hines Nurseries March 2007 - September 2010
Health Net August 2001 - September 2006
PeopleSoft March 2000 - August 2001
Skills
Program/Project..., Project Portfolio..., Change Project..., Prosci Change..., Staff..., SDLC Methodologies, Master Data Management, Multidimensional..., Data Governance, Software Product..., Software Release..., Microsoft Office Suite, Microsoft Projects, PeopleSoft, Oracle Applications, OpenPro, SAP, Cognos, Logical & Physical Data..., Database Administration, SQL, Planview, Primavera, Methodology, Leadership, Microsoft Office, SDLC, Process Improvement, Program Management, Vendor Management, Business Process, Enterprise Software, PMO, Project Management, CRM, MS Project, SharePoint, ERP, PMP, Cross-functional Team..., Software Documentation, Business Analysis, Change Management, Data Warehousing, Project Planning, Quality Assurance, Training
Education
University of Baltimore 2005 — 2007
Certification, Crisis Intervention - ICISF
Bible College 1990 — 1993
BA, Biblical Studies
University of Kentucky 1979 — 1982
Business Administration
Verve Mobile March 2015 - Present
Seiryoku Zenyo, Inc. January 2008 - February 2015
Commission Junction January 2007 - January 2008
Independant Consultant October 2006 - December 2006
SolutionsIQ January 2005 - September 2006
Microsoft October 2004 - January 2005
Microsoft July 2004 - September 2004
Pacific Life April 2004 - July 2004
Microsoft February 2003 - February 2004
Microsoft October 1998 - February 2004
Skills
Scrum, Agile, Software Development, .NET, Agile Project Management, Continuous Integration, Continuous Delivery, Java, Maven2, Agile Methodologies, Web Services, SDLC, Visual Studio, Microsoft SQL Server, C#, Integration, Maven
Education
BJJ 2010 — 2019
University of California, Irvine 1991 — 1993
BA, Spanish
RLJulian & Partners January 2015 - Present
Arlington West Properties, LLC June 2009 - December 2014
Bizsoftware.com, Inc. January 1993 - June 2009
Carter Hawley Hale September 1981 - December 1992
Pacific Life January 1977 - August 1981
University of California September 1969 - May 1974
Skills
Enterprise Software, Software Development
Education
University of California, Irvine 1965 — 1973
B.A., M.A., Teaching Credential
HealthCare Partners 2011 - Present
HealthCare Partners 2008 - 2011
Pacific Life 2004 - 2008
Education
University of California, Irvine 1999 — 2004
Bachelor of Arts (B.A.), Economics
Penn Mutual September 2012 - Present
Hornor Townsend & Kent November 2013 - Present
OC Wealth Advisors Insurance Services August 2011 - October 2013
Pacific Life July 2001 - March 2011
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Estate Planning, Insurance, Small Business, Wealth Management, Retirement, Financial Advisory, Succession Planning, Business Planning, Strategic Financial...
Education
University of California, Irvine 1995 — 1999
Pinnacle Claims Management, Inc. March 2014 - September 2014
Western Growers February 2014 - March 2014
Word & Brown General Agency September 2013 - January 2014
Pacific Life November 2012 - July 2013
BMC September 2005 - September 2012
Apria Healthcare February 2012 - March 2012
OC Building Permits February 2005 - July 2010
AMBSA Consultores Auditores 2007 - 2007
Anderson Development Group November 1996 - January 2006
MEI January 1992 - August 2005
Skills
Technical Writing, Software Documentation, SnagIt, Visio, Adobe Acrobat, SharePoint, Captivate, Project Management, Microsoft Office, Quality Assurance, Training, Content Management, Proposal Writing, Corporate Communications, Healthcare, Business Analysis, Compliance, SSAE 16, MARS-E, SOX Compliancy, DRP, Analysis, CRM, Management, SDLC
Education
University of California, Irvine
Bachelor of Arts, English
Managed Resources, Inc July 2015 - Present
Financial Professionals Group February 2015 - July 2015
Pacific Life October 2012 - February 2015
Skills
Management, Sales, Healthcare, Insurance, Medicare, Managed Care, Life Insurance, New Business Development, Health Insurance, Hospitals
Education
University of California, Irvine 2008 — 2012
Art History
Pacific Life August 2009 - June 2015
Commerce Energy April 2006 - 2008
Fluor Corporation September 1999 - April 2006
Balboa Insurance Group January 1990 - August 1999
Skills
Marketing Communications, Web Analytics, Marketing Strategy, Marketing, Strategy, Integrated Marketing, Web Design, Email Marketing, Social Media Marketing, Competitive Analysis, Website Development, Web Content, Digital Marketing, Marketing Management, Social Media, Lead Generation, Analytics, Cross-functional Team..., Web Marketing, Web Project Management, Marketing Research, Market Research, Blogging, Problem Solving, Trademarks, Brand Management, Online Marketing, Domain Names, Leadership, Management, Strategic Planning, E-commerce, Project Management, SEO, SEM, Web Development, Web Content Management, Web Content Creation, Web Content Optimization, Web Marketing Strategy, Web Video
Education
University of California, Irvine
BA
University of California, Irvine
BA
University of California, Irvine
MBA
Webster University
Sprint July 2012 - Present
Pacifc Life December 2009 - April 2012
US Department of the Treasury 2009 - 2009
Apparel Knitwear 2007 - 2009
Pacific Life 2006 - April 2007
Digitaria 2006 - 2006
Skills
Data Analysis, Financial Analysis, SDLC, Analytics, Analysis, Access, Process Improvement, Software Documentation, Quality Assurance, SEO, Google Analytics, Budgets, Social Networking, Strategic Planning, Marketing, Microsoft Excel, Product Development, Marketing Strategy, Testing, Databases, Management
Education
University of California, Irvine 2005 — 2009
Bachelor, Economics
UC Irvine
Health Essentials October 2014 - Present
Baker Strategic Consulting February 2013 - December 2014
Pacific Life January 2010 - February 2013
Fidelity Investments August 2008 - July 2009
MassMutual Financial Group January 2006 - July 2008
CIGNA Healthcare 2002 - 2006
CIGNA 2002 - 2006
Motorola 1997 - 1998
Skills
Strategy, Organizational..., Leadership Development, Talent Management, Executive Development, Change Management, Executive Compensation, Succession Planning, Board Presentations, Executive Pay, Employee Relations, Talent Acquisition, Human Resources, Employee Engagement, Management, Operations Management, Personnel Management, Employee Benefits, Recruiting, Business Strategy, Program Management, Deferred Compensation, Team Leadership, Workforce Planning, Organizational Design, Executive Coaching, Team Building, Organizational..., Onboarding, Employee Training, Performance Management, Executive Search, Compensation & Benefit, Staff Development, Training, Leadership, Mergers & Acquisitions, College Recruiting, Executive Management, Career Development, HRIS, Benefits Administration, Applicant Tracking..., Labor Relations, Vendor Management, Sourcing, Technical Recruiting, Human Capital, HR Policies, Hiring
Education
New York State Regents College 1990 — 1990
Bachelor of Science (BS), Mathematics
United States Naval Academy 1984 — 1988
Bachelor of Science (BS), Mathematics
Google 2013 - Present
Pacific Life 2010 - 2013
KPMG LLP 2006 - 2010
KPMG LLP 2005 - 2005
Skills
Accounting, Financial Analysis, Sarbanes-Oxley Act, Auditing, GAAP, Derivatives, Process Improvement, Variance Analysis, US GAAP, Financial Reporting, Internal Controls, Financial Accounting, Internal Audit, Corporate Finance, Microsoft Excel, CPA, Reconciliation, Essbase, Google Docs, Analysis, Finance, Hedging, Microsoft Office, Account Reconciliation, Revenue Recognition
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2006
Business Administration and Accounting
University of California, Berkeley 2002 — 2004
Apple June 2015 - Present
Deloitte July 2012 - June 2015
Pacific Life May 2011 - August 2011
Hexaware Technologies June 2006 - July 2010
Skills
Business Analysis, Requirements Gathering, Software Project..., Requirements Analysis, IT Strategy, Project Management, SDLC, Business Intelligence, Software Development, End User Training, Software Consulting, SEO, Consulting, Market Analysis, Management Consulting, Integration, IT consulting, Market Opportunity..., Business Requirements, Scrum, Change Management, Management, Agile Project Management
Education
University of Arizona, Eller College of Management 2010 — 2012
MBA, Management of Information System and Marketing
SVCE 2002 — 2006
Bachelor of Technology, Information Technology
Pacific Life October 2006 - October 2008
Pacific Life April 2003 - October 2006
Pacific Life February 2001 - April 2003
POWERTRAX June 2000 - December 2000
Department of Sociology, UCI - Professor C. Starr 1999 - 2000
Skills
Requirements Gathering, Microsoft Excel, Business Analysis, Business Requirements, US GAAP, SDLC, Spreadsheets, Requirement..., Queries, Series 6, CBEST, LOMA, Visual Basic, Microsoft SQL Server, Microsoft Word, Access, Accounts Payable, Accounts Receivable, Account Reconciliation, User Acceptance Testing, Reporting & Analysis, Life Insurance, Insurance, A+ Certified, Fixed Annuities, General Insurance
Education
University of California, Irvine 1995 — 2000
Bachelor of Arts (B.A.), Sociology
University of California, Irvine 1995 — 2000
Certificate in Planning and Human Services, Sociology and Education
RealtyTrac May 2015 - Present
Cornerstone College Planning March 2004 - Present
Gobiquity Mobile Health April 2014 - April 2015
SSB BART Group October 2013 - April 2014
ServiceLink July 2010 - October 2013
Reliance Steel & Aluminum March 2009 - June 2010
Commerce Velocity March 2005 - December 2008
Option One Mortgage July 2004 - February 2005
Pacific Life July 2002 - June 2004
Ingram Micro June 1993 - October 2001
Skills
Product Management, Sales Engineering, Business Relationship..., User Experience, User Interface, Business Analysis, Strategic Analysis, Defining Requirements, E-commerce, HTML, CSS, AJAX, JavaScript, .NET, SQL, Java, Web Services, Information Architecture, Full SDLC, Solution Architecture, Defining Product..., Usability, APIs, Online Advertising, Systems Analysis, Business Process..., B2B, B2C, Integration, Web Applications, Analysis, Strategy, CRM, Databases, Business Intelligence, XML, Mobile Applications, Cross-functional Team..., SOA, API Integration, Agile & Waterfall..., Customer Facing Roles, Collaboration, Localization, iPad, Human-computer..., WCAG, Accessibility, Innovation, Start-ups
Education
University of California, Irvine
US Army February 2011 - Present
Pacific Life January 2007 - July 2009
Movado Group, Inc June 2006 - February 2009
Skills
Intelligence, Military Logistics, Microsoft Office, Business, Management, Strategy, Linguistics, Modern Standard Arabic, Urdu, Punjabi, Microsoft Word, Army, PowerPoint, Microsoft Excel, Social Media, Investments, The Middle East
Education
University of California, Irvine 2007 — 2010
Bachelor's degree, Political Science and Government
University of California, Irvine 2007 — 2010
Bachelor's degree, International Business
Pacific Life September 2013 - Present
The Tutor Genius Inc. September 2013 - December 2014
C.J. Segerstrom & Sons, South Coast Plaza October 2011 - September 2013
Pacific Life September 2012 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Customer Service, Data Analysis, Vietnamese, Teamwork, Outlook, Team Leadership, Accounts Payable, Problem Solving, Programming Languages, SharePoint, Academic Tutoring, Communication Skills, Analysis, Spreadsheets, Microsoft Office, Critical Thinking, QlikView, LDM, SDLC, Business Analysis, Cyberlife, Research, Leadership
Education
University of California, Irvine 2007 — 2012
Bachelor of Science (BS), Mathematics; Specialization in Math Education
KPMG August 2011 - Present
Wells Fargo June 2010 - August 2010
Pacific Life June 2009 - August 2009
Pacific Life June 2008 - August 2008
DB Schenker June 2007 - July 2007
Skills
Auditing, Accounting, US GAAP, Financial Reporting, Financial Analysis, Financial Accounting, Revenue Recognition, Assurance, COSO, CPA, SOX 404, Consolidation
Education
University of California, Berkeley 2008 — 2011
University of California, San Diego 2007 — 2008
JB Matteson, Inc. March 2006 - Present
Invesco November 1997 - February 2006
Pacific Life February 1996 - October 1997
RREEF May 1989 - February 1996
Morgan Stanley 1983 - 1986
Skills
Investments, Portfolio Management, Real Estate Investment, Real Estate Finance, Change Management, Real Estate Economics, Investment Properties, Due Diligence, Valuation, Asset Managment, Asset Management, Disposition, Brokerage, Real Estate Development, Leases, Corporate Real Estate, Commercial Real Estate, Real Estate, Property Management, Real Estate Financing, Real Estate Transactions, Investors, Tenant, Acquisitions, Location Intelligence, Finance
Education
University of California, Los Angeles - The Anderson School of Management 1987 — 1989
M.B.A., Business
Yale University 1979 — 1983
B.A., Economics
Plant a Seed Institute August 2013 - Present
Management Resources Consulting October 2005 - December 2014
Working Wardrobes for a New Start 2009 - 2010
Pacific Life January 1999 - July 2004
Huntington Beach Community Clinic September 1994 - December 1997
Skills
builds strong..., strong organizational..., talent identification, transferable skills..., diplomatic communicator, project management..., skillful at sourcing..., analytical and..., writing, web site content, marketing materials..., mentoring, editing, Talent Management, Mentoring, Recruiting, Human Resources, Career Development, Training, Event Planning, Talent Acquisition, Interviews, Public Speaking, Workshop Facilitation, Management, Project Management, Leadership, Screening Resumes, Resume Writing, Employee Training, New Hire Orientations, Marketing, Team Building
Education
University of California, Irvine
HR Management Certification, HR Management
Sawyer College
AA, Business Administration
Working Wardrobes for a Fresh Start
Certification, Success Coaching
One OC (formerly Volunteer Center Orange County)
Continuous education: various courses in non-profit management development, Non-Profit/Public/Organizational Management, n/a
OpenX June 2015 - Present
Pacific Life March 2013 - June 2015
Pacific Life December 2007 - March 2013
UC Irvine The Paul Merage School of Business March 2006 - June 2007
UC Irvine Career Center September 2005 - June 2006
Skills
Marketing, Management, Data Analysis, Product Marketing, Marketing Communications, Microsoft Office, Microsoft Excel, Email Marketing, Key Account..., Customer Relationship..., Broker-Dealer Operations, Resourceful..., Webinar Development, Drip Marketing, Conference Coordination, Spreadsheets, Student Outreach, Screening Resumes, Leadership Development, Marketing Event Planning, Event Planning, Marketing Strategy
Education
University of California, Irvine 2003 — 2007
Bachelor of Science, International Relations
Pacific Life August 2014 - Present
Franklin Templeton Investments August 2013 - August 2014
MetLife May 2010 - July 2013
Signature Resources December 2008 - February 2010
Morgan Stanley July 2006 - November 2008
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, FINRA, Series 6, Series 63, Series 7, Life Insurance, Insurance, Investments, Wealth Management, 401k, Asset Allocation, Securities, Variable Annuities, Disability Insurance, Strategic Financial..., Financial Services, Relationship Management, Long-term Care, Product Management, Financial Analysis
Education
University of California, Irvine 2008 — 2010
Bachelor of Science (BS), Political Science and Government, 3.83
University of California, Irvine 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Pacific Life October 2014 - Present
UC Irvine Mens Lacrosse January 2014 - Present
Pacific Life January 2013 - October 2014
Marina High School September 2011 - October 2013
Metropolitan Home Mortgage December 2012 - January 2013
UC Irvine Police Department June 2012 - August 2012
, UC Irvine Men’s Lacrosse Team -- Campus Recreation September 2009 - June 2012
Huntington Beach High School September 2009 - June 2010
Magdalena-Ecke Family YMCA January 2009 - January 2010
Skills
Strong writing, Strong speaking, Time Management, Organization, Addressing groups of..., College Graduate with BA, Team Leadership, Leadership Development, Leadership, Coaching, Analysis, Budgets, Customer Service, Microsoft Excel, PowerPoint, Program Management, Public Relations, Research, Microsoft Office
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Criminology, Law and Society
Carlsbad High School 2004 — 2008
High School Diploma, GED
Pacific Life August 2015 - Present
Pacific Life November 2012 - July 2015
Pacific Life May 2011 - November 2012
Pacific Life March 2003 - May 2011
Pacific Life July 1999 - March 2003
Education
University of California, Berkeley
Bachelor's degree, Mathematics
University of California, Irvine
Master's degree, Mathematics
Hyundai Capital America September 2013 - Present
HISNA October 2012 - September 2013
Toyota Financial Services January 2012 - October 2012
Pacific Life January 2010 - January 2012
Ingram Micro Inc October 2006 - November 2009
Sigma Aldrich Corp August 2003 - July 2005
Fisher Scientific Research January 2002 - July 2003
VWR International January 1998 - January 2002
Skills
Project Management, ITIL, IT Service Management, Change Management, IT Management, PMP, Vendor Management, SDLC, Leadership, Software Documentation, Management, SharePoint, Integration, Enterprise Software, Disaster Recovery, IT Operations, Project Planning, Visio, Process Improvement, Business Analysis, Information Technology, Consulting, Program Management, IT Strategy
Education
University of California, Irvine 1993 — 1997
Bachelor of Science (B.S.), Biology/Biological Sciences, General
University of California, Irvine 1992 — 1997
B.S., Biological Sciences
Pacific Life September 2014 - Present
St. Joseph Health October 2011 - September 2014
Lender Processing Services, Inc. (LPS) April 2010 - April 2012
CommerceWest Bank August 2005 - April 2010
Skills
Disaster Recovery, Citrix, Active Directory, Servers, VMware ESX, VMware, Windows Server, Virtualization, Citrix Metaframe, Group Policy, vSphere, VDI, SCCM, Server Architecture, VMware Infrastructure, SAN, DNS, Microsoft Exchange, DHCP, Cluster, NetApp, Data Center, System Deployment, Storage Area Networks, Microsoft Technologies, HP, Dell PowerEdge Servers, Hardware, Integration
Education
University of California, Irvine
New American Funding October 2013 - Present
Intelliloan July 2012 - February 2013
Pacific Life 2013 - 2013
Congressman Brian Bilbray (R-CA) June 2011 - August 2011
Costco Wholesale July 2010 - October 2010
Skills
Mortgage Lending, Loans, Life Insurance, Writing, Mathematics, Customer Service, Warehousing, Photographic Memory, Political Science, Organizational..., Highly Reliable, Microsoft Excel, Spanish, Social Media, Team Leadership, Fixed Annuities, Public Speaking, Leadership, PowerPoint, Analysis, Teamwork, Social Networking, Windows, Real Estate, Microsoft Word, Outlook, Time Management, Event Planning, Facebook, OS X, Management, Microsoft Office, Sales
Education
UC Irvine 2008 — 2012
Bachelor's degree, Political Science & Business Economics
University of California, Irvine
Roche Diagnostics September 2012 - Present
PwC July 2012 - September 2012
PricewaterhouseCoopers September 2009 - June 2012
Pacific Life January 2009 - March 2009
Kasdan Simonds Weber Vaugh LLP July 2007 - December 2007
Expeditors International June 2006 - September 2006
Skills
Accounting, US GAAP, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, SEC filings, GAAP, Microsoft Excel, Financial Statements, CPA, Financial Audits, Revenue Recognition, External Audit, PowerPoint, Valuation, Organized Multi-tasker, Accounts Payable
Education
University of California, Irvine 2005 — 2009
BA, Business Economics
Scorpion Computer Services November 2011 - Present
Pacific Life July 2010 - October 2011
Capital Group February 2005 - March 2009
Capital Guardian Trust Company October 2000 - February 2005
Skills
Visio, Requirements Analysis, SDLC, Business Analysis, Process Improvement, Business Intelligence, Requirements Gathering, Quality Assurance, Analysis, Data Analysis, CRM, Change Management, IT Management, Business Process, Data Warehousing
Education
University of Arizona 1993 — 1998
Bachelor of Science, Accounting & Business Management
Pacific Life August 2008 - Present
Impac Companies September 2005 - August 2008
Verizon Wireless (Compuware) March 2005 - September 2005
PacifiCare Health Systems July 2004 - March 2005
Ameriquest Mortgage Company (RMG) March 2004 - July 2004
AT&T Wireless September 1995 - December 2003
Skills
Business Intelligence, Data Integration, Integration, SDLC, Requirements Analysis, Business Analysis, Process Improvement, Software Development, PMP, SOA, Project Portfolio..., Solution Architecture, Business Process, Project Management, Product Management, Testing, PMO, Program Management, Team Leadership, Business Process..., Analysis, Software Project..., Management, Leadership, Quality Assurance, E-commerce, Telecommunications, IT Strategy, Visio, Team Management, Project Delivery, IT Management, Vendor Management, Agile Project Management, SharePoint, Enterprise Architecture, Data Warehousing, ERP, Resource Management, Strategy
Education
The Data Warehouse Institute (TDWI) 2009 — 2011
Business Intelligence
University of California, Irvine 2004 — 2006
PMI Certificate, Project Management
The University of Connecticut 1978 — 1983
BSBA, Marketing & Advertising
Pacific Life February 2015 - Present
Ceridian February 2014 - February 2015
ADP May 2012 - July 2013
ADP February 2005 - May 2012
ADP November 2001 - February 2005
ADP April 2001 - November 2001
ADP December 1999 - April 2001
ADP June 1998 - December 1999
ADP November 1997 - September 1998
ADP January 1997 - November 1997
Skills
Requirements Analysis, Requirements Gathering, Team Leadership, Technical Training, Technical Documentation, Design Review, Business Analysis, Business Process..., Business Process Design, Business Process..., Teamwork, Data Integration, Scrum, Agile & Waterfall..., Siebel, Business Process, Integration, Analysis, Software Documentation, Agile Methodologies, Project Management, Leadership, Management, Business Requirements, Process Improvement, Microsoft Excel, Access Database, Technology Roadmapping, Testing, Vendor Management, PMP, PMO, Visio, SharePoint, PeopleSoft, ADP Payroll
Education
University of California, Irvine
Information Technology Project Management
Pacific Life 2003 - Present
HR Consulting 1993 - 2003
Mazda Motors - USA 1991 - 1993
Bloomingdale's 1988 - 1991
Shearson Lehman 1985 - 1991
Alexander & Alexander 1981 - 1984
Joseph E. Seagram, Inc 1979 - 1981
Education
University of Arkansas at Little Rock 1975 — 1979
Bachelor's, Business
Pacific Life October 2010 - Present
Invesco January 2006 - September 2010
Invesco Aim January 2005 - January 2006
Invesco Aim May 2001 - January 2005
Invesco Aim September 1998 - May 2001
Skills
Mutual Funds, Securities, FINRA, Securities Regulation, Hedge Funds, Investments, Alternative Investments, Investment Advisory, Asset Managment, Fixed Income, Investment Strategies, Equities, Asset Management, Private Equity, Investment Management, Financial Services, Financial Advisory, AML
Education
University of Houston Law Center 2001 — 2005
Juris Doctor
University of California, Davis 1996 — 1998
Bachelor of Arts, Political Science
Davis High School 1986 — 1988
Standard & Poor's August 2007 - Present
Knightsbridge Asset Management April 2005 - July 2006
Pacific Life November 2000 - April 2005
Transamerica July 1999 - August 2000
Education
University of California, Berkeley 1994 — 1998
Bachelor's degree, Political Science, Business Minor
Pacific Life February 2013 - Present
Aerotek June 2010 - February 2013
Education
University of California, Berkeley 2006 — 2010
Bachelor's degree, Political Science and Government
CoreLogic July 2015 - Present
Pontoon Solutions August 2014 - June 2015
Allergan February 2010 - August 2014
Allergan March 2008 - June 2010
Pacific Life November 2000 - March 2008
Skills
Targeted Selection..., DDI Certified, Decision Analysis, Project Management, Behavioral Interviewing, Competency Based..., Vendor Management, Recruiting, Human Resources, Applicant Tracking..., Interviews, Sourcing, College Recruiting, Personnel Management, Executive Search, Taleo, Leadership, Talent Management, Strategy, Hiring, Performance Management, Onboarding, Employee Relations, Talent Acquisition, Screening Resumes, HRIS, Organizational..., Internet Recruiting, Technical Recruiting, Cold Calling, Deferred Compensation, Management, Networking
Education
DDI International 2012 — 2012
Targeted Selection Certified Trainer
UC Irvine 2002 — 2004
HR Certificate
University of California, Santa Barbara 1989 — 1994
BA
AIG - Life and Retirement July 2015 - Present
AIG - Annuity Service Center June 2013 - July 2015
Pacific Life October 2012 - May 2013
University of California, Irvine April 2011 - September 2012
UCI Athletics July 2011 - June 2012
Skills
Microsoft Office, Time Management, Leadership, Microsoft Word, Event Planning, Public Speaking, Finance, PowerPoint, Microsoft Excel, Research, Mentoring, Microsoft Office 2007, Social Media, Facebook, Accounting, Retirement, Team Building, Coaching
Education
University of California, Irvine 2008 — 2012
Bachelor’s Degree, Business/Managerial Economics
LOMA 2014 — 2014
Fellow, Secure Retirement Institute, Level 1
LOMA 2013 — 2014
Associate, Annuity Products and Administration Designation
LOMA 2014 — 2014
Associate, Customer Service
University of California, Irvine 2008 — 2012
Bachelor of Arts (BA), Business/Managerial Economics
Certification
Awarded the Claritas Investment Certificate in September 2015
Pacific Life July 2015 - Present
Clarke Financial Group, Inc. August 2014 - May 2015
Shea Mortgage June 2014 - August 2014
Farmers Insurance October 2012 - May 2013
OC Swim at Home May 2009 - August 2011
Skills
Financial Planning, Sales Operations, Annuity Sales, Economic Data Analysis, Economic Policy, Fixed Annuities, Variable Annuities, Economic Modeling, Mortgage Lending, Microsoft Excel, Adobe Professional, Futures Trading, Philosophy, Financial Futures, Stock Trading, Microsoft Office
Education
University of Arizona 2011 — 2015
Bachelor's Degree, Agribusiness Economics & Management, 4.00 Major GPA
Public Sector March 2008 - September 2008
Fieldman, Rolapp & Associates January 2006 - March 2008
James Hardie Building Products 2005 - 2005
Pacific Life December 2000 - August 2003
Education
UCL 2003 — 2004
M.A., Philosophy
University of California, Irvine 1994 — 1999
B.A., Philosophy, Psychology & Social Behavior
Pacific Life
Skills
Insurance, Series 6, Disability Insurance, Retirement Planning, Fixed Annuities, Term Life Insurance, Health Insurance, Sales
Education
University of California, Irvine 1993 — 1997
Pacific Life July 2013 - Present
AVIVA USA July 2010 - June 2013
SCOR Global Life US October 2007 - June 2010
SCOR Global Life US October 2005 - October 2007
SCOR Global Life September 2001 - September 2005
Skills
Pricing, Fixed Annuities, Enterprise Risk..., Valuation, Financial Modeling, Actuarial Science, Insurance, Economic Capital, Reinsurance, Financial Risk, Embedded Value, ALM, Forecasting, Solvency II, Life Insurance, Risk Management, Capital Management, Loss Reserving, MCEV, Pensions, MoSes, Actuaries, Actuarial Consulting, Prophet, Stochastic Modeling, General Insurance, Underwriting, GGY Axis, Variable Annuities
Education
1997 — 2000
DES, Actuarial Sciences
Lycee Leclerc
Université Bordeaux I
Pacific Life July 2015 - Present
Pacific Life June 2011 - July 2015
Ingram Micro February 2010 - June 2011
KPMG August 2006 - January 2010
Skills
Auditing, Analytics, Accounting, Financial Reporting
Education
University of California, Berkeley 2002 — 2006
Bachelor's degree, Economics
Pacific Life April 2006 - June 2011
Mortgage Capital Investments May 2005 - April 2006
Regions Financial Corporation December 2002 - August 2004
Skills
Financial Analysis, Real Estate Financing, Portfolio Management, Valuation, Due Diligence, Asset Managment, Financial Modeling, Real Estate, Underwriting, Real Estate Economics, Loans, Investments, Investment Properties, Real Estate Development, Loan Origination, Real Estate Transactions
Education
University of Alabama 2004 — 2005
MA Finance
University of Alabama 1998 — 2002
BSBA, Finance
Pacific Life June 2013 - Present
Bank of America October 2007 - June 2013
LaSalle Bank/ABN AMRO October 2007 - June 2013
Impac Mortgage Holdings September 2005 - October 2007
LA Fitness August 2003 - September 2005
Investia April 2000 - June 2003
Automobile Club of Southern California October 1996 - March 2000
Skills
Software Project..., Technical Leadership, Business Intelligence, Software Development, Project Management, Requirements Analysis, Management, SDLC, SSRS, Business Analysis, Disaster Recovery, SQL, Microsoft SQL Server, Databases, ITIL, Data Center, Project Portfolio..., Software Engineering, Agile Methodologies, SharePoint, Visio, Enterprise Architecture, Data Warehousing, Systems Analysis, SOA
Education
University of California, Irvine
Pacific Life July 2015 - Present
Disney 1995 - June 2015
Skills
Project Management, Team Leadership, Vendor Management, Customer Service, Leadership, Management, Program Management, Business Analysis, Process Improvement, Account Management, Cross-functional Team..., Strategy, IT Management, IT Strategy, Integration, SDLC
Education
UC Irvine
MBA
UC Irvine
BS, Information and Computer Science
Pacific Life October 2011 - Present
Pacific Life Insurance Company January 2006 - September 2011
Skills
Insurance, Business Analysis, Financial Analysis, Financial Modeling, Process Improvement, Strategic Planning, Cross-functional Team..., Analytics, Analysis, Business Process..., Business Development, Financial Services, Strategy, New Business Development
Education
University of California, Irvine 1996 — 2000
BS, Economics
Instinet Incorporated August 2013 - Present
Internet Security Corporation April 2001 - August 2013
Inktomi June 1999 - April 2001
Cantor Fitzgerald April 1997 - June 1999
TradeWare LLC May 1995 - April 1997
Pacific Life August 1994 - January 1995
BMDP Statistical Software July 1992 - July 1994
Skills
Fixed Income, Economics, Business Analysis, Analytics, Software Development, C++, Integration, Risk Management, Java, Business Intelligence, Data Analysis, XML, OLAP, ETL, .NET, SAS, R, Matlab, UML, Bash, Perl, Python, Derivatives, Web Services, Trading, Valuation, Financial Risk, Portfolio Management, SDLC, Market Risk
Education
University of California, Los Angeles 1986 — 1992
Ph.D, Economics
UCLA 1983 — 1986
MS, Economics
UC Berkeley 1981 — 1983
BS, Physics
Pacific Life February 2011 - Present
Pacific Life July 2005 - February 2011
Pacific Life July 2003 - July 2005
Pacific Life June 2002 - July 2003
CQOS Inc. August 2001 - February 2002
Skills
.NET developer, Informatica, Oracle PL/SQL..., Unix Shell Scripting, Data Warehousing, Oracle, Microsoft SQL Server, SQL, ETL, XML, Data Modeling, Software Development, PL/SQL, Database Design, Performance Tuning, VB.NET, Linux, Data Integration, Requirements Analysis, C#, Disaster Recovery, Web Applications, Scrum, Business Intelligence, Requirements Gathering, .NET, Business Process, Java, Databases, SSIS, ASP.NET, SDLC, Visio, Web Services, Agile Methodologies, T-SQL
Education
University of California, Irvine 1998 — 2001
Information and Computer Science
University of California, Santa Barbara 1996 — 1998
Computer Science
Graybill Medical Group February 2013 - Present
SEO Copywriting Services June 2012 - Present
Youngevity March 2011 - June 2012
Metagenics August 2004 - January 2011
Scott Public Relations July 2003 - August 2004
Pacific Life January 1993 - March 2003
Skills
Google+, PPC, Constant Contact, Twitter, Facebook marketing, Media Relations, Press Releases, Newsletters, WordPress, Marketing Communications, Public Relations, Corporate Communications, Copywriting, Management, Social Media, Nutrition, Supplements, Marketing, Interviews, Blogging, Strategy, Editing, Social Media Marketing, Copy Editing, Marketing Copy, Social Networking, AP Style, SEO Best Practices, Blogs, Creative Writing, Website Copy, Health Insurance, Facebook, LinkedIn, Strategic Communications, Crisis Communications, DSHEA, Nutritional supplements, Dietary supplements, Proofreading, Employee Communications, Annual Reports, Advertising, Google Adwords, Web Content, Search Engine Ranking, Keyword Advertising, Photoshop, Research, Special Event Marketing
Education
PRSA Universal Accreditation Board 2009 — 2013
APR, Public Relations
Kearny High School
Kearny High School
Kearny High School
Kearny High School
Kearny High School
University of California, Irvine
BS, Economics, Political Science
University of California, Irvine Extension
Certificate in Marketing Communications, Marketing
Pacific Life April 2014 - Present
Pacific Life August 2011 - April 2014
Hyundai Motor America March 2011 - August 2011
Education
University of California, Irvine 2006 — 2010
B.A., Business Economics
First American Title February 2015 - Present
Pacific Life April 2013 - February 2015
(Contract Worker) October 2004 - December 2013
Pacific Life August 2007 - April 2013
Competitive Analytics July 2006 - July 2007
Kitagawa & Ebert, P.C. March 2004 - December 2005
Skills
Microsoft Excel, Microsoft Word, Business Objects, Versata DCM, IBM Mainframe, Lawson HRIS, Accounting, Account Reconciliation
Education
University of California, Irvine 2001 — 2006
B.S., Mathematics
University of California, Irvine 2001 — 2006
B.A., Economics
Pacific Life February 2013 - Present
Capital Group January 2005 - February 2013
Cornerstone Research 2003 - 2005
Skills
Financial Modeling, Equities, Bloomberg
Education
UCLA Anderson School of Management 2010 — 2013
MBA
University of Southern California - Marshall School of Business 2000 — 2002
Pacific Life October 2014 - Present
Auction.com January 2012 - October 2014
LNR Property LLC August 2011 - January 2012
Danbe Partners September 2009 - August 2011
Skills
Real Estate Development, Property Management, Real Estate Transactions, Real Estate, Investment Properties
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
Master of Business Administration (MBA), Real Estate / Finance
University of Puget Sound 1999 — 2003
B.A. Economics & Business Administration Minor
Pacific Life September 2007 - Present
Transamerica Life & Annuity January 2002 - September 2007
T. Rowe Price September 1997 - September 2001
Education
University of California, Irvine
Bachelor of Arts (B.A.), English
Pacific Life July 2006 - Present
Skills
VMware, SharePoint, Disaster Recovery, Microsoft Exchange, Data Center, Cisco Technologies, Vendor Management, SDLC, Process Improvement, ITIL
Education
UCI 1995 — 1997
Bachelor's degree, Political Science, B
University of California, Irvine
Pacific Life February 2008 - Present
Education
University of California, Irvine
Psychology and Social Behaivor
loanDepot LLC August 2014 - Present
loanDepot LLC May 2013 - August 2014
loanDepot LLC November 2012 - May 2013
Pacific Life January 1996 - January 2012
Pacific Life January 1990 - December 1995
Pacific Life 1990 - 1994
HSBC Bank Bermuda Limited January 1988 - January 1990
Pacific Life 1986 - 1988
Skills
Workday HCM, Workday Security Admin, Workday, HRIS, SharePoint, Business Analysis, Databases, Visio, Analysis, Business Requirements, Requirements Gathering, Vendor Management, Microsoft SQL Server, Insurance, Requirements Analysis, Software Project..., SDLC, Troubleshooting, Project Management, Enterprise Software, SQL, Microsoft Excel, Software Documentation, Management, Software Development, Process Improvement, Employee Benefits, Human Resources, Business Intelligence, Systems Analysis, Application Development, User Interface Design, CRM software, End User Training, End User Support, Data Analysis, Data Mapping, Visual Studio, VB.NET, TFS, Excel, Access, Word, PowerPoint, IVR, Graphic Design, Documentation, Crystal Reports, Project Coordination, Empower - Mortgage...
Education
Meramec STLCC
University of California, Irvine
Certificate, Graphic Design
Workday Training
Western Youth Services December 2010 - Present
Independent Contractor October 2005 - November 2010
Pacific Life January 1990 - October 2005
Skills
Employee Relations, Performance Management, Organizational..., Recruiting, Personnel Management, Strategic Planning, Change Management, Talent Acquisition, Policy, Coaching, Resume Writing, Program Management, Succession Planning, Human Resources, Onboarding, Employee Benefits, Talent Management, Performance Appraisal, Sales, Leadership, Deferred Compensation, Team Management, Administration, Employment Law, HRIS
Education
University of California, Irvine
Vanguard University of Southern California
Behringer July 2015 - Present
Griffin Capital Securities, Inc. December 2011 - Present
Grubb & Ellis May 2009 - December 2011
Pacific Life 2004 - 2009
Pacific Life 2001 - 2004
Education
University of California, Irvine
BS, Psychology
Motive Lending April 2015 - Present
New Penn Financial, LLC June 2013 - December 2014
Pacific Life November 2011 - May 2013
Wells Fargo February 2011 - August 2011
Skills
Customer Service, Microsoft Excel, Sales, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Leadership, Social Media Marketing, Social Media, Public Speaking, Event Planning, Social Networking, Marketing, Team Leadership, Outlook
Education
University of California, Irvine 2005 — 2010
BA in Business Economics, Minor in Management, Emphasis on Finance
Pacific Life
Skills
Requirements Gathering, Insurance, Business Analysis, Business Requirements, Requirements Analysis, Software Documentation, Process Improvement, Vendor Management, Visio, SDLC, Databases, Software Project..., Systems Analysis, Business Intelligence, Microsoft Office, IT Strategy, Analysis, Life Insurance
Education
UCI 1982 — 2006
BS, Mathematics w/ a concentration in Statistics
Blue Shield of California January 2015 - Present
Blue Shield of California January 2014 - December 2014
Blue Shield of CA January 2012 - December 2013
Blue Shield of California September 2006 - December 2011
UnitedHealth Group January 2005 - August 2006
PacifiCare Health Systems January 1999 - December 2004
Milliman January 1998 - December 1998
PacifiCare Health Systems July 1994 - December 1997
Pacific Life June 1992 - June 1994
Aetna January 1990 - June 1992
Skills
HMO, Medicare, Insurance, Health Insurance, Actuarial Science, Managed Care, PPO, Pricing, Health Policy, Healthcare, Program Management, Medicaid
Education
University of Connecticut 1988 — 1989
Master of Science (MS), Applied Mathematics
Tsinghua University 1982 — 1987
Bachelor of Science (BS), Computer Science
The Commercial & Savings Bank July 2015 - Present
FirstMerit Bank, N.A. 2002 - 2015
First of America Bank (now PNC) 1993 - 1998
First Citizens Bank 1991 - 1993
BancOhio (now PNC) 1986 - 1991
Meeks and Company, Actuarial Consultants 1981 - 1986
Pacific Life 1979 - 1981
Skills
Wealth Management, Retirement Planning, Estate Planning, Investment Management, Banking, Employee Benefits, Insurance, Leadership, Small Business, Customer Service, Strategic Planning, Loans, Small Business Lending, Investments, Fundraising, Non-profits, Coaching, Team Building, Public Speaking, Event Planning, Budgets, Leadership Development, Accounting, Staff Development, Personal Trust...
Education
Greene Consulting 2010 — 2010
Certified Wealth Advisor
Tiffin University 1986 — 1986
Ohio Trust School, Advanced Employee Benefits
Wilmington College 1975 — 1979
B.A., Education
Universität Wien / University of Vienna 1976 — 1976
Art, History, Economics
Pioneer Middle School August 2014 - Present
Tustin Public Schools Foundation July 2014 - Present
Peters Canyon Elementary School August 2013 - Present
Pacific Life May 2005 - August 2011
Pacific Life 2001 - 2005
Pacific Life 1999 - 2001
Pacific Life 1998 - 1998
Pacific Life 1996 - 1998
Skills
Vendor Management, Fixed Annuities, Securities, Series 6, Relationship Management, Insurance, Process Improvement, Project Management, Series 7, Mutual Funds, Account Management, Life Insurance, FINRA, Asset Management, Financial Services
Education
Tufts University 1985 — 1989
American Studies
Cornelia Connelly H.S. 1981 — 1985
Pacific Life 2011 - Present
PIMCO 1998 - 2010
Aquino and Aquino, A Professional Law Corporation 1996 - 1998
Education
University of California, Davis - School of Law 1993 — 1996
JD
University of California, Los Angeles 1989 — 1993
BA, Economics and Political Science
St. John Bosco
Future Ads LLC January 2013 - Present
Accountemps April 2012 - January 2013
Westfield August 2012 - November 2012
Verify April 2012 - August 2012
Pacific Life November 2011 - March 2012
Fraley International October 2010 - October 2011
Sheraton April 2010 - October 2010
The University of Arizona August 2007 - December 2009
Fly Away Airport Parking, LLC May 2008 - August 2008
Johnny Rockets June 2006 - March 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Mas 90, QuickBooks, 10 Key, Cash Handling Experience, Cash Posting, Checks, Daily Deposits, Aging Reports, A/R collections, Hospitality Industry, Hotels, Restaurants, Customer Service
Education
University of Arizona 2004 — 2009
Accounting
University of Arizona, Eller College of Management 2004 — 2009
Bachelor of Science, Business Administration; Accounting
Battle Ground Academy 2000 — 2004
Irvine Company October 2006 - Present
Pacific Life February 2001 - October 2006
Skills
Microsoft SQL Server, SDLC, SQL, T-SQL, SSIS, Business Analysis, Business Intelligence, SharePoint, SSRS, ASP.NET, Databases, .NET, C#, Data Warehousing, Agile Methodologies, VB.NET, Visio, Software Development, IIS, Requirements Analysis
Education
University of La Verne 1998 — 2000
Master of Business Administration (MBA), Information Technology
University of California, Irvine 1992 — 1996
Bachelor of Arts (B.A.), Economics
Broadcom December 2013 - Present
Deloitte August 2011 - December 2013
JLK, LLP January 2011 - August 2011
Pacific Life March 2010 - December 2010
Bank of America August 2008 - March 2010
Skills
Accounting, Auditing, Finance, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, Internal Controls, Microsoft Excel, SEC filings, Sarbanes-Oxley Act, US GAAP
Education
University of California, Irvine 2007 — 2011
BA, Business Economics, Accounting
John Hancock Life Insurance Company (U.S.A.) June 2008 - Present
Pacific Life June 1996 - June 2008
Transamerica Life Insurance Company January 1988 - June 1996
Education
Trinity College Dublin 1977 — 1981
BA, Mathematics
Pacific Life February 2014 - Present
Elite Educational Institute June 2011 - September 2013
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts (BA), Business Economics
Pacific Life July 2012 - Present
Tokyo Table July 2011 - July 2012
Engel & Völkers October 2011 - December 2011
Barista April 2010 - July 2011
Skills
Customer Service, Recruiting
Education
University of California 2007 — 2012
Bachelor of Arts, Economics
NFP Retirement March 2013 - June 2015
Pacific Life July 2012 - March 2013
Self employed trainer/coach June 2008 - April 2012
Vector Marketing June 2010 - September 2010
Skills
Customer Service, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Research, Management
Education
University of California, Irvine 2008 — 2012
BA, Business Administration
George Cross & Sons, Inc. August 2013 - Present
Pacific Life January 2012 - July 2013
Pacific Life November 2004 - January 2012
Pacific Life August 2000 - November 2004
Regal Entertainment Group 1999 - 2002
Skills
Customer-focused, Customer Service, Marketing Operations, Account Management, Management, Critical Thinking, Goal Oriented, Life Insurance, Marketing
Education
University of California, Irvine 1994 — 1997
Bachelor's degree, Political Science
FactSet 2012 - Present
Pacific Life 2007 - 2012
Wells Fargo 2003 - 2007
Education
University of Southern California 2008 — 2011
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science (BS), Finance, General
Judicial Rights Legal Consultants January 2014 - Present
Mutual of Omaha May 2009 - March 2013
Lincoln National Life Insurance August 2008 - March 2009
Pacific Life July 2002 - February 2008
Sunamerica Securities August 2001 - June 2002
Aetna May 2000 - July 2001
SunAmerica Financial Group October 1992 - May 2000
Education
Ganesha High School, Pomona, CA
The University of Texas at San Antonio