Aviva Life and Annuity Company
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Aviva Life and Annuity Company Employees
Granite Financial Solutions, LLC October 2009 - Present
Aviva Life and Annuity Company February 1985 - September 2009
Skills
Retirement Planning, Fixed Annuities, Investments, Retirement, Mutual Funds, Series 7, Strategic Financial..., Wealth Management, Estate Planning, IRAs, Series 63, Securities, Insurance, Term Life Insurance, Life Insurance, Series 6, Variable Annuities, Disability Insurance, Long-term Care, Universal Life, Wealth Accumulation, 401k, Long Term Care Insurance, Financial Advisory, Whole Life, Financial Planners, Financial Services, Wealth, Permanent Life Insurance, Asset Allocation, Pensions, Retirement Plan..., Underwriting, Health Insurance, Brokers, Relationship Management, Employee Benefits, General Insurance, Financial Risk, Insurance Brokerage, Property & Casualty..., Investment Advisory
Education
University of Northern Iowa
Upper Iowa University
Bachelor of Science (B.S.), Business Administration and Management, General
Athene Annuity & Life Assurance Company October 2013 - Present
Aviva Life and Annuity Company January 2013 - Present
Aviva Life and Annuity Company February 2011 - January 2013
Principal Financial Group August 2008 - February 2011
Principal Financial Group November 2006 - August 2008
Principal Financial Group August 2002 - November 2006
Principal Financial Group November 1999 - August 2002
Liberty Life/Liberty Insurance Services March 1997 - October 1999
ALLIED Life Insurance Company 1990 - 1997
Skills
Employee Benefits, Strategic Planning, Insurance, Project Portfolio..., Process Improvement, Quality Assurance, Microsoft Excel, Financial Services, Business Process..., Business Analysis, Leadership, Business Requirements, Analysis, Vendor Management, SDLC
Education
University of Iowa - Henry B. Tippie College of Business 1980 — 1983
BBA, Finance
Gerber Life Insurance Company February 2012 - Present
AVIVA LIFE AND ANNUITY COMPANY October 2008 - March 2011
Old Mutual Financial Network November 2006 - October 2008
Jackson National Life January 2001 - November 2006
Skills
Strategic Planning, Strategy, Management, Insurance, Leadership
Education
Iowa State University
Aviva Life and Annuity Company August 2011 - Present
Aviva March 2005 - Present
Marsh March 1996 - March 2005
Skills
Call Centers, Customer Experience, Account Management, Insurance, Relationship Management, Business Analysis, Vendor Management, Process Improvement, Performance Management, Customer Service, Customer Retention, Underwriting, Training, Coaching, Customer Satisfaction, Leadership, Life Insurance, Financial Services
Education
St. Petersburg College 1993 — 1995
Associate's degree
Iowa State University 1990 — 1994
Bachelors, Psychology
Roosevelt High School
DMI Marketing April 2009 - Present
Aviva Life and Annuity Company September 2008 - April 2009
Aviva Life and Annuity Company July 2007 - August 2008
Aviva Life and Annuity Company April 2005 - July 2007
Skills
Life Insurance, Training, Management, Time Management, New Business Development, Marketing, Customer Service, Insurance, Fixed Annuities, Software Documentation, Financial Services
Education
University of Scranton 1998 — 2002
Iron Mountain Information Management LLC August 2010 - Present
Aviva Life and Annuity Company 2004 - 2009
Governo Law Firm LLC 2003 - 2004
John Hancock Financial Services 1998 - 2003
Skills
Management, Contract Negotiation, Collaborative Problem..., Legal Advice, Risk Analysis, Leadership, Cross-functional Team..., Legal Writing, Risk Management, Contract Law, Vendor Contracts, Vendor Negotiation, Litigation, Vendor Relationship..., Legal Liability, Data Security, Business Process..., Training, Advertising, Business Strategy, Life Insurance, Structured Settlements, 403 b, HIPAA
Education
Western New England University School of Law (Springfield, MA) 1994 — 1997
JD
College of the Holy Cross (Worcester, MA) 1990 — 1994
BA, English
The Lawrence Academy (Groton, MA) 1986 — 1990
H.S. Diploma
Twin Rivers Technologies March 2010 - Present
Aviva Life and Annuity Company October 2007 - March 2009
Aviva Life and Annuity Company December 2002 - October 2007
Skills
Problem Solving, Customer Service, Process Engineering, Risk Management, PowerPoint, SAP, Microsoft Excel, Budgets, Microsoft Word, Microsoft Office, Business Analysis, Process Improvement, Leadership, Finance, Team Leadership, Training
Education
Curry College 2008 — 2009
Masters, Business Administration
Bridgewater State College 1998 — 2006
Bachelor of Arts, History
AVIVA, Life and Annuity Company April 2008 - September 2008
Principal Financial Group September 2007 - January 2008
1.NMCRC in Des Moines Iowa (Navy Marine Corps Reserve Center) (EDS) (June 2007). June 2007 - June 2007
TO MANY CONTRACTS TO LIST 2007 - 2007
ING/ IBM 2005 - 2007
Education
University of Phoenix 2004 — 2005
BS, Information Technology
Help Desk Technical Education Center: Des Moines Iowa 2002 — 2002
CERT, . Managing a Microsoft Windows 2003 Network course
Des Moines Area Community College
AAS, Computer Science.
Help Desk Technical Education Center: Des Moines Iowa
CERT, Microsoft Certified Desktop Support Technician) (2263) (MCDST)
Help Desk Technical Education Center: Des Moines Iowa
CERT, Microsoft Windows XP Professional (2285)
Help Desk Technical Education Center: Des Moines Iowa
CERT, Network + Certification, A+ Certification.
Help Desk Technical Education Center: Des Moines Iowa.
CERT, Implementing Microsoft Windows 2003 Professional
Lifespace Communities, Inc. July 2015 - Present
Global Atlantic Financial Group October 2013 - June 2015
Aviva Life and Annuity Company July 2013 - October 2013
Aviva Life and Annuity Company May 2013 - July 2013
Aviva Life and Annuity Company March 2011 - April 2013
Transamerica Life Insurance Company March 2010 - April 2011
Transamerica Life Insurance Company November 2006 - February 2010
Transamerica Life Insurance Company April 2001 - October 2006
Skills
Insurance, Business Analysis, SDLC, Business Requirements, Process Improvement, Life Insurance, Requirements Analysis, Requirements Gathering, Analysis, Software Documentation, Access, Project Management, Visio, Quality Assurance, Relationship Management, Change Management, Strategic Planning, Software Project..., Leadership
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1996
BBA, Finance
Linn Mar
Aviva Life and Annuity Company February 1985 - March 2009
Aviva Life Insurance Company 2002 - 2009
Aviva Live Insurance Company 1985 - 2009
Aviva Life Insurance Company 1985 - 2009
Skills
Insurance, Structured Settlements, Problem Solving, Customer Service, Vendor Management, Call Center, Bank Reconciliation, Fixed Annuities, Process Improvement, Life Insurance, Relationship Management, Financial Services, Business Analysis
Education
University of New Haven
Accounting, Economics
Global Atlantic Financial Group October 2013 - Present
Aviva Life Insurance May 2004 - September 2013
Aviva Life and Annuity Company 2004 - September 2013
Aviva USA 2009 - January 2013
Aviva 2009 - January 2013
Education
The University of Kansas 1998 — 2000
Master' Degree, Accounting
Washburn University 1992 — 1997
Bachelor of Science (BS), Finance & Economics