Delta Life and Annuity
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Delta Life and Annuity Employees
Employee
Years
Job
Industry
Heidi Randell, CPA Heidi Randell, CPA's Delta Life and Annuity Experience April 1994 - December 1995
Job Finance Director
Industry Oil & Energy
Experience
Chesapeake Energy March 2013 - Present
Oklahoma Sleep Institute, LLC April 2012 - March 2013
Oklahoma Department of Human Services August 2007 - April 2012
Oklahoma Department of Human Services August 2002 - August 2007
Fleming Companies July 2001 - August 2002
Sysco May 1997 - May 2001
Delta Life and Annuity April 1994 - December 1995
Skills
Public Sector, Employee Recognition, Program Management, Teamwork, Change Management, Creative Writing, Editing, Strategic Planning, Microsoft Word, Microsoft Excel, PowerPoint, Access, Private Sector, Heath, Child Support, Problem Solving, Six Sigma, Four Disciplines of..., Critical Thinking, MS Project, Project Management, Staff Development, Business Analysis, Financial Analysis, Data Analysis, Key Performance..., Return on Investment, Personal Finance, Financial Reporting, Financial Accounting, Financial Statement..., Policy, Accounting, Human Resources, Account Reconciliation, Payroll, Government, Visio, Grants, Internal Controls, Technical Writing
Education
University of Oklahoma 2012 — 2014
Master of Arts (M.A.), Leadership
The University of Memphis 1992 — 1995
Accounting and Statistics
University of Alabama at Birmingham
Bachelor of Science (B.S.), Accounting
Chesapeake Energy March 2013 - Present
Oklahoma Sleep Institute, LLC April 2012 - March 2013
Oklahoma Department of Human Services August 2007 - April 2012
Oklahoma Department of Human Services August 2002 - August 2007
Fleming Companies July 2001 - August 2002
Sysco May 1997 - May 2001
Delta Life and Annuity April 1994 - December 1995
Skills
Public Sector, Employee Recognition, Program Management, Teamwork, Change Management, Creative Writing, Editing, Strategic Planning, Microsoft Word, Microsoft Excel, PowerPoint, Access, Private Sector, Heath, Child Support, Problem Solving, Six Sigma, Four Disciplines of..., Critical Thinking, MS Project, Project Management, Staff Development, Business Analysis, Financial Analysis, Data Analysis, Key Performance..., Return on Investment, Personal Finance, Financial Reporting, Financial Accounting, Financial Statement..., Policy, Accounting, Human Resources, Account Reconciliation, Payroll, Government, Visio, Grants, Internal Controls, Technical Writing
Education
University of Oklahoma 2012 — 2014
Master of Arts (M.A.), Leadership
The University of Memphis 1992 — 1995
Accounting and Statistics
University of Alabama at Birmingham
Bachelor of Science (B.S.), Accounting
John H. Anderson John H. Anderson's Delta Life and Annuity Experience 1993 - 1997
Job Associate Fixed Income Sales / SunTrust Robinson Humphrey
Industry Financial Services
Experience
Western National (an AIG Company) 1999 - 2012
First Tennessee Investment Services 1997 - 1999
Delta Life and Annuity 1993 - 1997
Skills
Developed effective..., Trainer and coach for..., Developed presentations..., Mutual Funds, Retirement Planning, Series 63, Life Insurance, Series 6, Variable Annuities, Golf, Sales, Series 7, Asset Allocation, Insurance, Investments, Bloomberg
Education
University of Mississippi - School of Business Administration
Bachelor of Business Administration (BBA), Business Administration and Management, General
Western National (an AIG Company) 1999 - 2012
First Tennessee Investment Services 1997 - 1999
Delta Life and Annuity 1993 - 1997
Skills
Developed effective..., Trainer and coach for..., Developed presentations..., Mutual Funds, Retirement Planning, Series 63, Life Insurance, Series 6, Variable Annuities, Golf, Sales, Series 7, Asset Allocation, Insurance, Investments, Bloomberg
Education
University of Mississippi - School of Business Administration
Bachelor of Business Administration (BBA), Business Administration and Management, General
Therese Bergin, SPHR Therese Bergin, SPHR's Delta Life and Annuity Experience 1988 - 1989
Job The HR Department
Industry Human Resources
Experience
The HR Department August 2010 - Present
Resource Alliance March 2004 - September 2010
Arayoz, Inc. 2003 - 2004
Convergion 2001 - 2003
Unicorp 2001 - 2002
Methodist LeBonheur Healthcare 1999 - 2001
AHL Services, Inc. 1996 - 1997
Delta Life and Annuity 1988 - 1989
Education
University of Montevallo 1981 — 1985
B.A., Psychology
The HR Department August 2010 - Present
Resource Alliance March 2004 - September 2010
Arayoz, Inc. 2003 - 2004
Convergion 2001 - 2003
Unicorp 2001 - 2002
Methodist LeBonheur Healthcare 1999 - 2001
AHL Services, Inc. 1996 - 1997
Delta Life and Annuity 1988 - 1989
Education
University of Montevallo 1981 — 1985
B.A., Psychology
Pat Way Pat Way's Delta Life and Annuity Experience October 1980 - February 1993
Job President
Industry Financial Services
Experience
Way Financial Strategies November 2010 - Present
Delta Life and Annuity October 1980 - February 1993
North American Life and Casualty December 1984 - December 1987
Skills
Direct Recruiting, Technical Writing, Sales Management, New Business Development, Thought Leadership, Strategic Planning, Mentoring, Executive Management, Recruiting, Strategy, Training, Business Strategy, Strategic Partnerships, Insurance, Finance, Sales Operations, Public Speaking, Selling, Sales Process, Leadership, Team Building, Business Development, Marketing
Education
The American College 1976 — 1980
1980, CLU, ChFC
Northeast Louisiana University 1972 — 1974
BS, Financial studies
Way Financial Strategies November 2010 - Present
Delta Life and Annuity October 1980 - February 1993
North American Life and Casualty December 1984 - December 1987
Skills
Direct Recruiting, Technical Writing, Sales Management, New Business Development, Thought Leadership, Strategic Planning, Mentoring, Executive Management, Recruiting, Strategy, Training, Business Strategy, Strategic Partnerships, Insurance, Finance, Sales Operations, Public Speaking, Selling, Sales Process, Leadership, Team Building, Business Development, Marketing
Education
The American College 1976 — 1980
1980, CLU, ChFC
Northeast Louisiana University 1972 — 1974
BS, Financial studies
Gary Sorensen Gary Sorensen's Delta Life and Annuity Experience January 1998 - January 2003
Job ManagerAnnuity Sales, Fidelity & Guaranty Life
Industry Financial Services
Experience
Fidelity & Guaranty Life February 2014 - Present
ING US October 2011 - February 2014
Davis Life Brokerage April 2011 - October 2011
Triumph Financial Group December 2010 - October 2011
Aviva Life and Annuity November 2005 - November 2010
Aviva April 1992 - November 2010
Aviva 1992 - 2010
AmerUs Life June 2000 - November 2005
Delta Life and Annuity January 1998 - January 2003
Delta Life and Annuity 1992 - 1999
Skills
Training Delivery, Series 7, Series 24, Securities, Training, Financial Services, Sales, Business Development, Strategic Financial..., Disability Insurance, Employee Benefits, Executive Management, FINRA, Mutual Funds, Management, Life Insurance, Investments, Insurance, Fixed Annuities, Financial Planning, Finance, Retirement Planning, Retirement, Relationship Management, Recruiting, Sales Process, Selling, Term Life Insurance, Underwriting, Variable Annuities
Education
University of Iowa 1985 — 1990
B.S, Political Science
Fidelity & Guaranty Life February 2014 - Present
ING US October 2011 - February 2014
Davis Life Brokerage April 2011 - October 2011
Triumph Financial Group December 2010 - October 2011
Aviva Life and Annuity November 2005 - November 2010
Aviva April 1992 - November 2010
Aviva 1992 - 2010
AmerUs Life June 2000 - November 2005
Delta Life and Annuity January 1998 - January 2003
Delta Life and Annuity 1992 - 1999
Skills
Training Delivery, Series 7, Series 24, Securities, Training, Financial Services, Sales, Business Development, Strategic Financial..., Disability Insurance, Employee Benefits, Executive Management, FINRA, Mutual Funds, Management, Life Insurance, Investments, Insurance, Fixed Annuities, Financial Planning, Finance, Retirement Planning, Retirement, Relationship Management, Recruiting, Sales Process, Selling, Term Life Insurance, Underwriting, Variable Annuities
Education
University of Iowa 1985 — 1990
B.S, Political Science
James Kane, AAPA, CRPC James Kane, AAPA, CRPC's Delta Life and Annuity Experience April 1998 - September 2000
Job Internal Wholesaler at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions December 2011 - Present
Principal Financial Group December 2007 - December 2011
Iowa Bankers Insurance and Services April 2007 - November 2007
Bank of the West April 2005 - April 2007
American Equity Investment Life Insurance Company September 2001 - April 2005
Hawkeye Brokerage Center September 2000 - September 2001
Delta Life and Annuity April 1998 - September 2000
Skills
Retirement, Life & Health Insurance..., Series 6, Series 63, CRPC, AAPA, Institutional Sales, Annuity Sales, Banking, Internal Wholesaler, Marketing Support, Coaching, Sales, Securities, 401k, New Business Development, Mutual Funds, Employee Benefits, Life Insurance
Education
University of Northern Iowa 1993 — 1997
BA, Finance
Emmetsburg High School 1989 — 1993
Sammons Retirement Solutions December 2011 - Present
Principal Financial Group December 2007 - December 2011
Iowa Bankers Insurance and Services April 2007 - November 2007
Bank of the West April 2005 - April 2007
American Equity Investment Life Insurance Company September 2001 - April 2005
Hawkeye Brokerage Center September 2000 - September 2001
Delta Life and Annuity April 1998 - September 2000
Skills
Retirement, Life & Health Insurance..., Series 6, Series 63, CRPC, AAPA, Institutional Sales, Annuity Sales, Banking, Internal Wholesaler, Marketing Support, Coaching, Sales, Securities, 401k, New Business Development, Mutual Funds, Employee Benefits, Life Insurance
Education
University of Northern Iowa 1993 — 1997
BA, Finance
Emmetsburg High School 1989 — 1993
Michael Frings, FSA, CFA, MAAA Michael Frings, FSA, CFA, MAAA's Delta Life and Annuity Experience July 1993 - September 1997
Job VP & Senior Actuary, Global Financial Solutions at Reinsurance Group of America
Industry Financial Services
Experience
Reinsurance Group of America August 2011 - Present
Frings Consulting Solutions May 2010 - August 2011
Great American Financial Resources January 2007 - April 2010
Genworth Financial August 2006 - January 2007
Genworth Financial March 2003 - August 2006
Genworth Financial January 2002 - March 2003
Genworth Financial June 2000 - January 2002
Genworth Financial September 1997 - June 2000
Delta Life and Annuity July 1993 - September 1997
Protective Life January 1990 - July 1993
Skills
Insurance, Investments, Spreadsheet Design, IFRS, GAAP, Financial Reporting, Valuation, Reinsurance, Investment Strategies, Product Development, ALM, Pricing, Actuarial, Risk Management, Long Term Care, Financial Modeling, Actuarial Science, Financial Risk, Life Insurance, Portfolio Management, Long-term Care, Spreadsheets, Economic Capital, Enterprise Risk..., Financial Services, Fixed Annuities, Process Improvement, Finance, Asset Allocation, Retirement, Financial Analysis, Analysis, Mergers & Acquisitions
Education
CFA Institute 2002 — 2002
CFA Charterholder
Society of Actuaries 1998 — 1998
Fellow
University of Alabama 1984 — 1987
Bachelor’s Degree
Vestavia Hills High School 1980 — 1984
High School
Reinsurance Group of America August 2011 - Present
Frings Consulting Solutions May 2010 - August 2011
Great American Financial Resources January 2007 - April 2010
Genworth Financial August 2006 - January 2007
Genworth Financial March 2003 - August 2006
Genworth Financial January 2002 - March 2003
Genworth Financial June 2000 - January 2002
Genworth Financial September 1997 - June 2000
Delta Life and Annuity July 1993 - September 1997
Protective Life January 1990 - July 1993
Skills
Insurance, Investments, Spreadsheet Design, IFRS, GAAP, Financial Reporting, Valuation, Reinsurance, Investment Strategies, Product Development, ALM, Pricing, Actuarial, Risk Management, Long Term Care, Financial Modeling, Actuarial Science, Financial Risk, Life Insurance, Portfolio Management, Long-term Care, Spreadsheets, Economic Capital, Enterprise Risk..., Financial Services, Fixed Annuities, Process Improvement, Finance, Asset Allocation, Retirement, Financial Analysis, Analysis, Mergers & Acquisitions
Education
CFA Institute 2002 — 2002
CFA Charterholder
Society of Actuaries 1998 — 1998
Fellow
University of Alabama 1984 — 1987
Bachelor’s Degree
Vestavia Hills High School 1980 — 1984
High School
David Cremerius David Cremerius's Delta Life and Annuity Experience 1995 - 1998
Job Cremerius Wealth Management
Industry Investment Management
Experience
Cremerius Wealth Management January 2014 - Present
Catholic Diocese of Memphis 2010 - 2014
Catholic Diocese of Memphis 2002 - 2010
RHI Management Resources 1998 - 2002
Delta Life and Annuity 1995 - 1998
Coopers & Lybrand 1990 - 1994
Education
Christian Brothers University 1988 — 1992
B.S.
St. Louis
Cremerius Wealth Management January 2014 - Present
Catholic Diocese of Memphis 2010 - 2014
Catholic Diocese of Memphis 2002 - 2010
RHI Management Resources 1998 - 2002
Delta Life and Annuity 1995 - 1998
Coopers & Lybrand 1990 - 1994
Education
Christian Brothers University 1988 — 1992
B.S.
St. Louis
Vivian Bachman's Delta Life and Annuity Experience 1995 - 1998
Job Business Application Architect, Property Management Systems, Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide May 1998 - Present
Delta Life and Annuity 1995 - 1998
Systemetrics Division of MEDSTAT Systems 1992 - 1994
Skills
Hospitality Industry, Customer Service, Leadership, Hotels, Hospitality, Hotel Management, Management, Business Analysis, Hospitality Management, Vendor Management
Education
School of the Museum of Fine Arts
Hilton Worldwide May 1998 - Present
Delta Life and Annuity 1995 - 1998
Systemetrics Division of MEDSTAT Systems 1992 - 1994
Skills
Hospitality Industry, Customer Service, Leadership, Hotels, Hospitality, Hotel Management, Management, Business Analysis, Hospitality Management, Vendor Management
Education
School of the Museum of Fine Arts