Global Atlantic Financial Group Limited
Industry: Insurance company
DescriptionCEO: Allan Levine CFO: Kim Lee Founded: 2004 Corporate secretary: Samuel Ramos General counsel: Samuel Ramos Subsidiaries: Forethought Financial Group, Inc.,
Global Atlantic Financial Group Limited List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Global Atlantic Financial Group Limited. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Global Atlantic Financial Group Limited Salaries. You can even request information on how much does Global Atlantic Financial Group Limited pay if you want to. Learn about salaries, pros and cons of working for Global Atlantic Financial Group Limited directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
122 Global Atlantic Financial Group Limited employees in database. Find out everything there's to know about Global Atlantic Financial Group Limited 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.
Global Atlantic Financial Group Limited Employees
Employee
Years
Job
Industry
Yun Peng Yun Peng's Global Atlantic Financial Group Limited Experience November 2014 - May 2015
Job Strategist at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Global Atlantic Financial Group Limited November 2014 - May 2015
Washington Square Technologies October 2014 - May 2015
LSU August 2010 - May 2014
Highway Safety Research Group May 2013 - August 2013
Skills
Matlab, SAS, Statistics, C, Stochastic Differential..., Microsoft Office, R, Mathematica, Mathematical Finance, Mathematics, Teaching, Data Analysis, Time Series Analysis, generalized linear..., Finite Difference Method, Monte Carlo, Option Pricing Models, anticipative stochastic..., continuous time..., Numerical Linear Algebra, term structure models..., cubic spline..., VBA, Python, C++, LaTeX, Programming, Quantitative Finance, Derivatives, Algorithms
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (MS), Financial Engineering
Louisiana State University and Agricultural and Mechanical College 2010 — 2014
Ph.D, Mathematics, 3.98
Nanjing University 2006 — 2010
B.S., Mathematics and Physics, 3.76
Goldman Sachs June 2015 - Present
Global Atlantic Financial Group Limited November 2014 - May 2015
Washington Square Technologies October 2014 - May 2015
LSU August 2010 - May 2014
Highway Safety Research Group May 2013 - August 2013
Skills
Matlab, SAS, Statistics, C, Stochastic Differential..., Microsoft Office, R, Mathematica, Mathematical Finance, Mathematics, Teaching, Data Analysis, Time Series Analysis, generalized linear..., Finite Difference Method, Monte Carlo, Option Pricing Models, anticipative stochastic..., continuous time..., Numerical Linear Algebra, term structure models..., cubic spline..., VBA, Python, C++, LaTeX, Programming, Quantitative Finance, Derivatives, Algorithms
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (MS), Financial Engineering
Louisiana State University and Agricultural and Mechanical College 2010 — 2014
Ph.D, Mathematics, 3.98
Nanjing University 2006 — 2010
B.S., Mathematics and Physics, 3.76
Sarah Becker Sarah Becker's Global Atlantic Financial Group Limited Experience May 2015 - August 2015
Job Student at the University of Northern Iowa
Industry Financial Services
Experience
Global Atlantic Financial Group Limited May 2015 - August 2015
Rockwell Collins June 2014 - August 2014
American Income Life March 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Time Management, Microsoft Office, Microsoft Word, Leadership, Access, Life Insurance, Teamwork, Sales, Windows, Mathematica, Policy, Data Analysis, Insurance, Recruiting, Team Leadership, Fundraising, Facebook, Social Media, SAS Programming, VBA
Education
University of Northern Iowa 2012 — 2015
Bachelor’s Degree, Bachelor of Arts in Finance and Economics, Minor in Actuarial Science, Senior
Global Atlantic Financial Group Limited May 2015 - August 2015
Rockwell Collins June 2014 - August 2014
American Income Life March 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Time Management, Microsoft Office, Microsoft Word, Leadership, Access, Life Insurance, Teamwork, Sales, Windows, Mathematica, Policy, Data Analysis, Insurance, Recruiting, Team Leadership, Fundraising, Facebook, Social Media, SAS Programming, VBA
Education
University of Northern Iowa 2012 — 2015
Bachelor’s Degree, Bachelor of Arts in Finance and Economics, Minor in Actuarial Science, Senior
Xuan(Shawn) Fu Xuan(Shawn) Fu's Global Atlantic Financial Group Limited Experience January 2015 - Present
Job Global Atlantic Financial Group
Industry Insurance
Experience
Global Atlantic Financial Group Limited January 2015 - Present
Guy Carpenter June 2014 - September 2014
Columbia University in the City of New York January 2014 - June 2014
China Galaxy Securities May 2012 - September 2012
Beijing University of Posts and Telecommunications January 2011 - August 2011
China Merchants Bank May 2010 - September 2010
Skills
C++, C, Matlab, Databases, Actuarial Science, Data Mining, Python, Data Analysis, VBA, Data Science, R, Microsoft Excel, SQL, Mandarin, LaTeX, SAS programming, Quantitative Analytics, Derivatives, Statistical Modeling, Quantitative Finance, Statistics
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Actuarial Science
North Carolina State University 2011 — 2013
Master's degree, Financial Mathematics, 3.7
Beijing University of Post and Telecommunications 2007 — 2011
Bachelor's degree, Computer Science, 3.3
Global Atlantic Financial Group Limited January 2015 - Present
Guy Carpenter June 2014 - September 2014
Columbia University in the City of New York January 2014 - June 2014
China Galaxy Securities May 2012 - September 2012
Beijing University of Posts and Telecommunications January 2011 - August 2011
China Merchants Bank May 2010 - September 2010
Skills
C++, C, Matlab, Databases, Actuarial Science, Data Mining, Python, Data Analysis, VBA, Data Science, R, Microsoft Excel, SQL, Mandarin, LaTeX, SAS programming, Quantitative Analytics, Derivatives, Statistical Modeling, Quantitative Finance, Statistics
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Actuarial Science
North Carolina State University 2011 — 2013
Master's degree, Financial Mathematics, 3.7
Beijing University of Post and Telecommunications 2007 — 2011
Bachelor's degree, Computer Science, 3.3
Nick Kang Nick Kang's Global Atlantic Financial Group Limited Experience August 2015 - Present
Job Actuarial Consulting Intern at PwC
Industry Financial Services
Experience
Global Atlantic Financial Group Limited August 2015 - Present
PwC June 2014 - August 2014
Center for Talent Development October 2013 - April 2014
Kellogg School of Management January 2012 - April 2013
KHIDI June 2012 - August 2012
Newton Education June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Teamwork, Data Analysis, Microsoft Word, Analysis, HTML, Access, Actuarial Science, Public Speaking, C++, PowerPoint, Statistics, Customer Service, Research, English, Java, Photoshop, Social Media
Education
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Mathematics/Economics
Cresskill High School 2007 — 2011
Pilgrim Church
Global Atlantic Financial Group Limited August 2015 - Present
PwC June 2014 - August 2014
Center for Talent Development October 2013 - April 2014
Kellogg School of Management January 2012 - April 2013
KHIDI June 2012 - August 2012
Newton Education June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Teamwork, Data Analysis, Microsoft Word, Analysis, HTML, Access, Actuarial Science, Public Speaking, C++, PowerPoint, Statistics, Customer Service, Research, English, Java, Photoshop, Social Media
Education
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Mathematics/Economics
Cresskill High School 2007 — 2011
Pilgrim Church
Doug Jaworski Doug Jaworski's Global Atlantic Financial Group Limited Experience November 2014 - Present
Job Vice President and CSO at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited November 2014 - Present
Forethought Financial Services, Inc. June 2011 - November 2014
Forethought Financial Services, Inc. June 2008 - June 2011
Orbitz Worldwide April 2006 - January 2008
Edmunds.com November 2004 - March 2006
Experian Consumer Direct September 2002 - August 2004
Move.com February 2001 - September 2002
ZipRealty March 2000 - February 2001
Skills
Disaster Recovery, Solution Architecture, Data Center, Vendor Management, Cross-functional Team..., Strategic Planning, Leadership, Integration, Risk Management, Information Technology, Strategy, Green Technology, Open Systems..., Budgets, Management, IT Operations, IT Audit, Enterprise Architecture, IT Strategy, SaaS, Cloud Computing, Systems Management, IT Solutions
Education
Grand Valley State University 1995 — 1996
None, Computer Information Systems/CS
Global Atlantic Financial Group Limited November 2014 - Present
Forethought Financial Services, Inc. June 2011 - November 2014
Forethought Financial Services, Inc. June 2008 - June 2011
Orbitz Worldwide April 2006 - January 2008
Edmunds.com November 2004 - March 2006
Experian Consumer Direct September 2002 - August 2004
Move.com February 2001 - September 2002
ZipRealty March 2000 - February 2001
Skills
Disaster Recovery, Solution Architecture, Data Center, Vendor Management, Cross-functional Team..., Strategic Planning, Leadership, Integration, Risk Management, Information Technology, Strategy, Green Technology, Open Systems..., Budgets, Management, IT Operations, IT Audit, Enterprise Architecture, IT Strategy, SaaS, Cloud Computing, Systems Management, IT Solutions
Education
Grand Valley State University 1995 — 1996
None, Computer Information Systems/CS
Andrew Sowa Andrew Sowa's Global Atlantic Financial Group Limited Experience March 2015 - Present
Job Residential Loan Investing at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited March 2015 - Present
Merrill Lynch January 2012 - February 2015
Merrill Lynch July 2009 - January 2012
Merrill Lynch June 2008 - August 2008
Skills
Quantitative Analytics, Data Analysis, Structured Finance, Quantitative Finance, Banking, Securitization, Capital Markets
Education
Princeton University 2005 — 2009
BSE, Operations Research & Financial Engineering
Global Atlantic Financial Group Limited March 2015 - Present
Merrill Lynch January 2012 - February 2015
Merrill Lynch July 2009 - January 2012
Merrill Lynch June 2008 - August 2008
Skills
Quantitative Analytics, Data Analysis, Structured Finance, Quantitative Finance, Banking, Securitization, Capital Markets
Education
Princeton University 2005 — 2009
BSE, Operations Research & Financial Engineering
Bryan LeClere Bryan LeClere's Global Atlantic Financial Group Limited Experience July 2014 - Present
Job Assistant Vice President at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited July 2014 - Present
Global Atlantic Financial Group Limited October 2013 - July 2014
Aviva USA June 2011 - October 2013
Education
Iowa State University 1998 — 2001
Master of Business Administration (MBA)
Iowa State University 1986 — 1991
Bachelor of Business Administration (B.B.A.), Finance
Global Atlantic Financial Group Limited July 2014 - Present
Global Atlantic Financial Group Limited October 2013 - July 2014
Aviva USA June 2011 - October 2013
Education
Iowa State University 1998 — 2001
Master of Business Administration (MBA)
Iowa State University 1986 — 1991
Bachelor of Business Administration (B.B.A.), Finance
Dylan DeJong Dylan DeJong's Global Atlantic Financial Group Limited Experience May 2014 - August 2014
Job Relationship Builder and Recruiting Specialist
Industry Staffing and Recruiting
Experience
Vermeer Corporation September 2015 - Present
Robert Half January 2015 - September 2015
Indianola Community Schools November 2012 - December 2014
Global Atlantic Financial Group Limited May 2014 - August 2014
City of Oskaloosa May 2011 - May 2013
Simpson College August 2011 - August 2012
Fareway Stores, Inc. 2009 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, Leadership, Social Networking, Event Planning, Recruiting, Management
Education
Simpson College 2011 — 2014
Bachelor of Arts (BA), Business Administration and Management
Oskaloosa High School 2007 — 2011
Vermeer Corporation September 2015 - Present
Robert Half January 2015 - September 2015
Indianola Community Schools November 2012 - December 2014
Global Atlantic Financial Group Limited May 2014 - August 2014
City of Oskaloosa May 2011 - May 2013
Simpson College August 2011 - August 2012
Fareway Stores, Inc. 2009 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, Leadership, Social Networking, Event Planning, Recruiting, Management
Education
Simpson College 2011 — 2014
Bachelor of Arts (BA), Business Administration and Management
Oskaloosa High School 2007 — 2011
Sarah Schools Sarah Schools's Global Atlantic Financial Group Limited Experience March 2014 - Present
Job Associate at Global Atlantic Financial Group Limited
Industry Law Practice
Experience
Global Atlantic Financial Group Limited March 2014 - Present
Global Atlantic Financial Group Limited October 2013 - March 2014
Alere, Inc. November 2012 - February 2013
Cetrulo & Capone May 2012 - August 2012
United States Attorney's Office November 2011 - February 2012
Honorable Debra Shopteese, MA District Court May 2011 - August 2011
Diane Neumann & Associates February 2008 - July 2010
Skills
Trial Practice, Legal Issues, Academic Writing, Qualitative Research, Copyright Law, Family Mediation, Mediation, Tax Law, Income Tax, Criminal Procedure, International Law, Legal Research, Document Review, Citations, Journals, Depositions, Motions
Education
Northeastern University School of Law 2010 — 2013
Doctor of Law (J.D.)
Boston University 2004 — 2008
Bachelor of Arts (B.A.), Economics and International Relations
Global Atlantic Financial Group Limited March 2014 - Present
Global Atlantic Financial Group Limited October 2013 - March 2014
Alere, Inc. November 2012 - February 2013
Cetrulo & Capone May 2012 - August 2012
United States Attorney's Office November 2011 - February 2012
Honorable Debra Shopteese, MA District Court May 2011 - August 2011
Diane Neumann & Associates February 2008 - July 2010
Skills
Trial Practice, Legal Issues, Academic Writing, Qualitative Research, Copyright Law, Family Mediation, Mediation, Tax Law, Income Tax, Criminal Procedure, International Law, Legal Research, Document Review, Citations, Journals, Depositions, Motions
Education
Northeastern University School of Law 2010 — 2013
Doctor of Law (J.D.)
Boston University 2004 — 2008
Bachelor of Arts (B.A.), Economics and International Relations
Tyler Waterman's Global Atlantic Financial Group Limited Experience March 2015 - Present
Job Senior Analyst at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited March 2015 - Present
Global Atlantic Financial Group Limited June 2013 - March 2015
Kraft Sports Group May 2010 - December 2012
Commonwealth Annuity June 2012 - August 2012
Stop & Shop June 2006 - January 2012
Skills
Finance, Microsoft Excel, Teamwork, Customer Service, PowerPoint, Analysis, Financial Modeling, Public Speaking, Investments, Leadership, Management, Essbase, Group Projects, Stata, Marketing, Access, Competitive Analysis, FactSet, Account Reconciliation, Blackline
Education
Bryant University 2009 — 2013
Bachelor of Science in Business Administration, Double Concentration in Finance and Economics, 3.52 Cumulative GPA 3.85 Finance GPA 3.68 Economics GPA
Bridgewater-Raynham Regional High School 2005 — 2009
High School Diploma
Global Atlantic Financial Group Limited March 2015 - Present
Global Atlantic Financial Group Limited June 2013 - March 2015
Kraft Sports Group May 2010 - December 2012
Commonwealth Annuity June 2012 - August 2012
Stop & Shop June 2006 - January 2012
Skills
Finance, Microsoft Excel, Teamwork, Customer Service, PowerPoint, Analysis, Financial Modeling, Public Speaking, Investments, Leadership, Management, Essbase, Group Projects, Stata, Marketing, Access, Competitive Analysis, FactSet, Account Reconciliation, Blackline
Education
Bryant University 2009 — 2013
Bachelor of Science in Business Administration, Double Concentration in Finance and Economics, 3.52 Cumulative GPA 3.85 Finance GPA 3.68 Economics GPA
Bridgewater-Raynham Regional High School 2005 — 2009
High School Diploma
Yifan (Ethan) Cui Yifan (Ethan) Cui's Global Atlantic Financial Group Limited Experience February 2015 - May 2015
Job Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Washington Square Technologies February 2015 - May 2015
Global Atlantic Financial Group Limited February 2015 - May 2015
Western University September 2010 - December 2012
Skills
C++, Python, Mathematical Modeling, Statistics, Data Analysis, Quantitative Analytics, Quantitative Finance, Physics, R, Matlab, VBA, Monte Carlo Simulation, Numerical Analysis, Algorithms
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (M.Sc.), Financial Engineering
Western University 2010 — 2012
Master of Science (M.Sc.), Physics
Nankai University 2006 — 2010
Bachelor of Management, Finance and Financial Management Services
Nankai University 2006 — 2010
Bachelor of Science (BS), Applied Physics
Bank of America Merrill Lynch June 2015 - Present
Washington Square Technologies February 2015 - May 2015
Global Atlantic Financial Group Limited February 2015 - May 2015
Western University September 2010 - December 2012
Skills
C++, Python, Mathematical Modeling, Statistics, Data Analysis, Quantitative Analytics, Quantitative Finance, Physics, R, Matlab, VBA, Monte Carlo Simulation, Numerical Analysis, Algorithms
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (M.Sc.), Financial Engineering
Western University 2010 — 2012
Master of Science (M.Sc.), Physics
Nankai University 2006 — 2010
Bachelor of Management, Finance and Financial Management Services
Nankai University 2006 — 2010
Bachelor of Science (BS), Applied Physics
Amit Dang's Global Atlantic Financial Group Limited Experience May 2013 - Present
Job Finance & Accounting Professional
Industry Financial Services
Experience
Global Atlantic Financial Group Limited May 2013 - Present
Goldman Sachs Reinsurance Group March 2006 - April 2013
Liberty Mutual January 2005 - February 2006
PricewaterhouseCoopers July 2001 - December 2004
Skills
GAAP, Auditing, Accounting, SEC filings, Financial Statement..., Financial Modeling, Financial Analysis, Valuation, Corporate Finance
Education
Boston University - School of Management 2010 — 2013
MBA, Finance, High Honors (3.82 GPA)
Babson College 1997 — 2001
B.S., Accounting, Economics
Global Atlantic Financial Group Limited May 2013 - Present
Goldman Sachs Reinsurance Group March 2006 - April 2013
Liberty Mutual January 2005 - February 2006
PricewaterhouseCoopers July 2001 - December 2004
Skills
GAAP, Auditing, Accounting, SEC filings, Financial Statement..., Financial Modeling, Financial Analysis, Valuation, Corporate Finance
Education
Boston University - School of Management 2010 — 2013
MBA, Finance, High Honors (3.82 GPA)
Babson College 1997 — 2001
B.S., Accounting, Economics
Kim (Serino) Krumsiek Kim (Serino) Krumsiek's Global Atlantic Financial Group Limited Experience September 2014 - Present
Job Senior Analyst, Benefits at Global Atlantic Financial Group Limited
Industry Biotechnology
Experience
Global Atlantic Financial Group Limited September 2014 - Present
Olympus Biotech America February 2011 - August 2014
Stryker Biotech February 2007 - January 2011
Covidien February 2004 - February 2007
Skills
Employee Benefits, Benefits Administration, Benefits Negotiation, Qualified Retirement..., Human Resources, Program Management, New Hire Orientations, HR Policies, Employee Handbooks, Policy, HRIS, Personnel Management, FMLA, Performance Management, Training, Leadership, Compensation & Benefit, Employee Engagement, Workers Compensation, Management, Strategic HR, Succession Planning, HR Consulting, Job Descriptions, Workforce Planning, Exit Interviews, Employment Law, Employee Training, Job Analysis, Labor Relations, Temporary Placement, Resume Writing, Organizational Design, Legal Compliance, Organizational..., COBRA, Salary, Employee Relations, Affirmative Action, Recruiting, Screening Resumes, Hiring, Internet Recruiting, Behavioral Interviewing, Interviews, Screening, Compensation & Benefits
Education
Assumption College
MBA, Human Resources
Nichols College
BSBA, Human Resources
Global Atlantic Financial Group Limited September 2014 - Present
Olympus Biotech America February 2011 - August 2014
Stryker Biotech February 2007 - January 2011
Covidien February 2004 - February 2007
Skills
Employee Benefits, Benefits Administration, Benefits Negotiation, Qualified Retirement..., Human Resources, Program Management, New Hire Orientations, HR Policies, Employee Handbooks, Policy, HRIS, Personnel Management, FMLA, Performance Management, Training, Leadership, Compensation & Benefit, Employee Engagement, Workers Compensation, Management, Strategic HR, Succession Planning, HR Consulting, Job Descriptions, Workforce Planning, Exit Interviews, Employment Law, Employee Training, Job Analysis, Labor Relations, Temporary Placement, Resume Writing, Organizational Design, Legal Compliance, Organizational..., COBRA, Salary, Employee Relations, Affirmative Action, Recruiting, Screening Resumes, Hiring, Internet Recruiting, Behavioral Interviewing, Interviews, Screening, Compensation & Benefits
Education
Assumption College
MBA, Human Resources
Nichols College
BSBA, Human Resources
Duncan O'Brien's Global Atlantic Financial Group Limited Experience June 2015 - August 2015
Job Summer Analyst at Global Atlantic Financial Group Limited
Industry
Experience
Global Atlantic Financial Group Limited June 2015 - August 2015
Professor Josh Lerner and Professor Jean Tirole (2014 Nobel Prize in Economics) June 2014 - March 2015
Professor Stuart Gilson June 2014 - August 2014
Massachusett's State Treasurer's Office January 2013 - January 2013
John Hancock Mutual Funds June 2012 - August 2012
Massachusetts State House June 2009 - June 2012
Massachusetts State Senate June 2011 - August 2011
Representative Barney Frank's Constituent Office July 2010 - August 2010
Skills
Microsoft Excel, Matlab, Stata, PowerPoint, Microsoft Word, Teamwork, Economics, Data Analysis, Statistics, Analysis, Leadership
Education
Harvard University 2012 — 2016
Bachelor’s Degree, Major: Applied Math; Minor: Economics, Senior
Harvard Summer School 2013 — 2013
German Language and Literature
Global Atlantic Financial Group Limited June 2015 - August 2015
Professor Josh Lerner and Professor Jean Tirole (2014 Nobel Prize in Economics) June 2014 - March 2015
Professor Stuart Gilson June 2014 - August 2014
Massachusett's State Treasurer's Office January 2013 - January 2013
John Hancock Mutual Funds June 2012 - August 2012
Massachusetts State House June 2009 - June 2012
Massachusetts State Senate June 2011 - August 2011
Representative Barney Frank's Constituent Office July 2010 - August 2010
Skills
Microsoft Excel, Matlab, Stata, PowerPoint, Microsoft Word, Teamwork, Economics, Data Analysis, Statistics, Analysis, Leadership
Education
Harvard University 2012 — 2016
Bachelor’s Degree, Major: Applied Math; Minor: Economics, Senior
Harvard Summer School 2013 — 2013
German Language and Literature
Yan (Amanda) Chen Yan (Amanda) Chen's Global Atlantic Financial Group Limited Experience June 2014 - Present
Job AVP Tax at Global Atlantic Financial Group
Industry Financial Services
Experience
Global Atlantic Financial Group Limited June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) December 2006 - May 2014
PricewaterhouseCoopers, Beijing January 2005 - March 2005
Skills
Accounting, Auditing, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, Internal Controls, SEC filings, Sarbanes-Oxley Act, Tax, US GAAP
Education
No.1 Changzhou Middle/High School (Jiangsu)
Renmin University of China
Bachelor, Accounting
Suffolk University
Master, Accounting
Global Atlantic Financial Group Limited June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) December 2006 - May 2014
PricewaterhouseCoopers, Beijing January 2005 - March 2005
Skills
Accounting, Auditing, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, Internal Controls, SEC filings, Sarbanes-Oxley Act, Tax, US GAAP
Education
No.1 Changzhou Middle/High School (Jiangsu)
Renmin University of China
Bachelor, Accounting
Suffolk University
Master, Accounting
Kirk Clarke Kirk Clarke's Global Atlantic Financial Group Limited Experience June 2015 - Present
Job Life and Annuity Insurance Consultant at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited June 2015 - Present
Mutual of Omaha October 2014 - Present
World Financial Group (WFG) January 2014 - Present
Aflac June 2013 - Present
Lennox International October 2012 - April 2013
Nokia Siemens Networks January 2011 - August 2012
Ryder Integrated Logistics April 2007 - December 2010
Fidelity Investments 2006 - 2007
University of Phoenix 2002 - 2006
Burlington Northern Santa Fe Railway Corp 1998 - 2006
Skills
Supply Chain Management, Logistics, Six Sigma, Process Improvement, Supply Chain, Transportation, Lean Manufacturing, Transportation..., Warehouse Management, SAP, Management, Forecasting, Strategic Sourcing, Program Management, Procurement, LTL, 3PL, Customer Service, Supply Chain..., Contract Management, Inventory Management, Cross-functional Team..., Contract Negotiation, Warehousing, Logistics Management, Materials Management, Negotiation, Analysis, Leadership, Operations Management, Human Resources, Employee Relations, Strategic Planning, Shipping, P&L Management, Project Management
Education
University of Phoenix 2002 — 2006
E-Business/Integrated Technology, E-Commerce
Global Atlantic Financial Group Limited June 2015 - Present
Mutual of Omaha October 2014 - Present
World Financial Group (WFG) January 2014 - Present
Aflac June 2013 - Present
Lennox International October 2012 - April 2013
Nokia Siemens Networks January 2011 - August 2012
Ryder Integrated Logistics April 2007 - December 2010
Fidelity Investments 2006 - 2007
University of Phoenix 2002 - 2006
Burlington Northern Santa Fe Railway Corp 1998 - 2006
Skills
Supply Chain Management, Logistics, Six Sigma, Process Improvement, Supply Chain, Transportation, Lean Manufacturing, Transportation..., Warehouse Management, SAP, Management, Forecasting, Strategic Sourcing, Program Management, Procurement, LTL, 3PL, Customer Service, Supply Chain..., Contract Management, Inventory Management, Cross-functional Team..., Contract Negotiation, Warehousing, Logistics Management, Materials Management, Negotiation, Analysis, Leadership, Operations Management, Human Resources, Employee Relations, Strategic Planning, Shipping, P&L Management, Project Management
Education
University of Phoenix 2002 — 2006
E-Business/Integrated Technology, E-Commerce
Stacey Fonseca Stacey Fonseca's Global Atlantic Financial Group Limited Experience January 2015 - Present
Job Marketing Copywriter
Industry Writing and Editing
Experience
Global Atlantic Financial Group Limited January 2015 - Present
Envision Marketing Group July 2012 - January 2015
Self-Employed Freelance Technical Writer November 2003 - January 2015
Hasbro February 2006 - March 2012
Hasbro 2000 - 2006
Amerifit Brands 1999 - 2000
UnumProvident June 1996 - June 1999
Skills
Creative Writer, Advertising Copy, Journalism, Newsletters, Writing, Copywriting, Copy Editing, Creative Writing, Social Media, Blogging, Video Production, Scriptwriter, Editing, Website Copy, Marketing Communications, Screenwriter, Web Content, Marketing Copy, Brand Development, Digital Marketing, Content Development, Advertising, Creative Direction, Content Strategy, Publishing
Education
Western New England University 1994 — 1996
BA English, English - Communications
Emerson College 1992 — 1994
Journalism
Global Atlantic Financial Group Limited January 2015 - Present
Envision Marketing Group July 2012 - January 2015
Self-Employed Freelance Technical Writer November 2003 - January 2015
Hasbro February 2006 - March 2012
Hasbro 2000 - 2006
Amerifit Brands 1999 - 2000
UnumProvident June 1996 - June 1999
Skills
Creative Writer, Advertising Copy, Journalism, Newsletters, Writing, Copywriting, Copy Editing, Creative Writing, Social Media, Blogging, Video Production, Scriptwriter, Editing, Website Copy, Marketing Communications, Screenwriter, Web Content, Marketing Copy, Brand Development, Digital Marketing, Content Development, Advertising, Creative Direction, Content Strategy, Publishing
Education
Western New England University 1994 — 1996
BA English, English - Communications
Emerson College 1992 — 1994
Journalism
Junzhi Ma's Global Atlantic Financial Group Limited Experience June 2013 - Present
Job Financial Analyst at Global Atlantic Financial Group
Industry Financial Services
Experience
Global Atlantic Financial Group Limited June 2013 - Present
Bentley University Undergraduate Admission September 2011 - May 2013
Goldman Sachs Reinsurance Group June 2012 - August 2012
UTC Pratt & Whitney June 2011 - August 2011
Bentley University Undergraduate Admission January 2010 - May 2011
YMCA of Central Massachusetts June 2008 - August 2010
YMCA of Central Massachusetts September 2008 - June 2009
Il Forno Restaurant February 2007 - March 2008
Skills
Crystal Ball, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, SAP, Mandarin, Photoshop, Mac OS X, Bloomberg, Microsoft Office, Data Analysis, Financial Analysis, Google Analytics
Education
Bentley University 2009 — 2013
Bachelor of Science
Westborough High School 2006 — 2009
Global Atlantic Financial Group Limited June 2013 - Present
Bentley University Undergraduate Admission September 2011 - May 2013
Goldman Sachs Reinsurance Group June 2012 - August 2012
UTC Pratt & Whitney June 2011 - August 2011
Bentley University Undergraduate Admission January 2010 - May 2011
YMCA of Central Massachusetts June 2008 - August 2010
YMCA of Central Massachusetts September 2008 - June 2009
Il Forno Restaurant February 2007 - March 2008
Skills
Crystal Ball, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, SAP, Mandarin, Photoshop, Mac OS X, Bloomberg, Microsoft Office, Data Analysis, Financial Analysis, Google Analytics
Education
Bentley University 2009 — 2013
Bachelor of Science
Westborough High School 2006 — 2009
Scott Alley Scott Alley's Global Atlantic Financial Group Limited Experience
Job Regional Vice President at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited
Skills
Insurance, Life Insurance
Education
Columbus State University
Global Atlantic Financial Group Limited
Skills
Insurance, Life Insurance
Education
Columbus State University
Arnav Mody's Global Atlantic Financial Group Limited Experience June 2015 - August 2015
Job Summer Intern at Global Atlantic Financial Group Limited
Industry Research
Experience
NYU Model United Nations Conference May 2015 - Present
EVE Foundation August 2010 - Present
Global Atlantic Financial Group Limited June 2015 - August 2015
NYU Model United Nations June 2014 - May 2015
NYU Model United Nations Conference May 2014 - April 2015
World Trade Centers Association September 2014 - December 2014
Centre for Monitoring Indian Economy June 2014 - July 2014
University Learning Center, NYU September 2013 - December 2013
CNN-IBN May 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Teamwork, Photoshop, Social Media, Teaching, English, Leadership, Nonprofits, Management, Data Analysis, Project Management, Delegation, Economics
Education
New York University 2012 — 2016
Bachelor's degree, Economics and International Relations (Intended)
Dhirubhai Ambani International School 2007 — 2012
International Baccalaureate Diploma, Economics, Mathematics, Chemistry
NYU Model United Nations Conference May 2015 - Present
EVE Foundation August 2010 - Present
Global Atlantic Financial Group Limited June 2015 - August 2015
NYU Model United Nations June 2014 - May 2015
NYU Model United Nations Conference May 2014 - April 2015
World Trade Centers Association September 2014 - December 2014
Centre for Monitoring Indian Economy June 2014 - July 2014
University Learning Center, NYU September 2013 - December 2013
CNN-IBN May 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Teamwork, Photoshop, Social Media, Teaching, English, Leadership, Nonprofits, Management, Data Analysis, Project Management, Delegation, Economics
Education
New York University 2012 — 2016
Bachelor's degree, Economics and International Relations (Intended)
Dhirubhai Ambani International School 2007 — 2012
International Baccalaureate Diploma, Economics, Mathematics, Chemistry
Sean Markes Sean Markes's Global Atlantic Financial Group Limited Experience June 2012 - Present
Job Senior Analyst at Global Atlantic Life and Annuity
Industry Financial Services
Experience
Global Atlantic Financial Group Limited June 2012 - Present
Bingham McCutchen July 2011 - December 2011
State Street June 2010 - December 2010
The Hartford June 2009 - December 2009
Thomas F. Lindgren, CPA, P.C. July 2008 - August 2008
Skills
Accounting, Reconciliation, Account Reconciliation, Auditing, Banking, Budgets, Finance
Education
Northeastern University 2007 — 2012
Bachelor of Science (BS), Accounting and Finance
Shanghai University of Finance and Economics 2011 — 2011
Global Atlantic Financial Group Limited June 2012 - Present
Bingham McCutchen July 2011 - December 2011
State Street June 2010 - December 2010
The Hartford June 2009 - December 2009
Thomas F. Lindgren, CPA, P.C. July 2008 - August 2008
Skills
Accounting, Reconciliation, Account Reconciliation, Auditing, Banking, Budgets, Finance
Education
Northeastern University 2007 — 2012
Bachelor of Science (BS), Accounting and Finance
Shanghai University of Finance and Economics 2011 — 2011
Genevieve Callaghan Genevieve Callaghan's Global Atlantic Financial Group Limited Experience May 2013 - Present
Job Compliance Analyst at Global Atlantic Financial Group
Industry Investment Management
Experience
Global Atlantic Financial Group Limited May 2013 - Present
Goldman Sachs September 2012 - May 2013
Keefe Disability Law February 2010 - August 2012
Law Offices of Steven H. Heisler January 2008 - January 2010
Skills
Client Intake, Case Managment, Appointment Scheduling, Microsoft Excel, Microsoft Word, Meet Deadlines, Highly detail oriented, Organization &..., Customer Contact, Document Drafting, Answering Telephones, Social Security..., Litigation, Paralegals, Medical Records, Legal Compliance, Calendars, Records Management, Administrative..., Fraud, Adobe Professional, Litigation Support, Filing, Corporate Governance, Document Preparation, AML, Financial Regulation, Calendaring, OFAC, Compliance Monitoring, Anti Money Laundering
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Arts (BA), Legal Studies, General
Global Atlantic Financial Group Limited May 2013 - Present
Goldman Sachs September 2012 - May 2013
Keefe Disability Law February 2010 - August 2012
Law Offices of Steven H. Heisler January 2008 - January 2010
Skills
Client Intake, Case Managment, Appointment Scheduling, Microsoft Excel, Microsoft Word, Meet Deadlines, Highly detail oriented, Organization &..., Customer Contact, Document Drafting, Answering Telephones, Social Security..., Litigation, Paralegals, Medical Records, Legal Compliance, Calendars, Records Management, Administrative..., Fraud, Adobe Professional, Litigation Support, Filing, Corporate Governance, Document Preparation, AML, Financial Regulation, Calendaring, OFAC, Compliance Monitoring, Anti Money Laundering
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Arts (BA), Legal Studies, General
Casey Waldron Casey Waldron's Global Atlantic Financial Group Limited Experience October 2013 - Present
Job Senior Writer at Global Atlantic Financial Group Limited
Industry Writing and Editing
Experience
Global Atlantic Financial Group Limited October 2013 - Present
Prudential Financial January 2012 - March 2013
RSM McGladrey, Inc December 2010 - December 2011
Marcum LLP October 2007 - December 2010
Wilbur Smith Associates January 2006 - October 2007
Yale Law School July 2002 - September 2005
Shore Publishing Newspapers August 2001 - July 2002
Skills
Writing, Editing, Proofreading, Internal Communications, Proposal Writing, Ghostwriting, Project Management, Account Management, Relationship Management, Marketing, Training, Management, CRM, Email Marketing, Strategic Communications, Program Management, Business Development, Marketing Communications, Analysis, Corporate Communications
Education
University of Notre Dame 1997 — 2001
Bachelor's Degree, English, Graduated cum laude
Quinnipiac University 2003 — 2005
MS, Journalism
Global Atlantic Financial Group Limited October 2013 - Present
Prudential Financial January 2012 - March 2013
RSM McGladrey, Inc December 2010 - December 2011
Marcum LLP October 2007 - December 2010
Wilbur Smith Associates January 2006 - October 2007
Yale Law School July 2002 - September 2005
Shore Publishing Newspapers August 2001 - July 2002
Skills
Writing, Editing, Proofreading, Internal Communications, Proposal Writing, Ghostwriting, Project Management, Account Management, Relationship Management, Marketing, Training, Management, CRM, Email Marketing, Strategic Communications, Program Management, Business Development, Marketing Communications, Analysis, Corporate Communications
Education
University of Notre Dame 1997 — 2001
Bachelor's Degree, English, Graduated cum laude
Quinnipiac University 2003 — 2005
MS, Journalism
Virginia Craig's Global Atlantic Financial Group Limited Experience January 2015 - Present
Job Senior Vice President Life Underwriting / New Business.
Industry Insurance
Experience
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic October 2013 - Present
Aviva Life Insurance Company September 2011 - October 2013
Transamerica September 1997 - September 2011
Skills
Underwriting, Insurance, Risk Management, Process Improvement, Employee Benefits
Education
Northwest Missouri State University
Bachelor's degree, Psychology
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic October 2013 - Present
Aviva Life Insurance Company September 2011 - October 2013
Transamerica September 1997 - September 2011
Skills
Underwriting, Insurance, Risk Management, Process Improvement, Employee Benefits
Education
Northwest Missouri State University
Bachelor's degree, Psychology
Adam Winans's Global Atlantic Financial Group Limited Experience February 2015 - Present
Job Assistant Vice President at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited February 2015 - Present
Forethought Financial Services, Inc. June 2012 - February 2015
Titus April 2011 - June 2012
WellPoint November 2008 - March 2011
KPMG September 2005 - October 2008
Simon Property Group May 2004 - September 2004
Old National Bank June 1999 - September 2003
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounting, Auditing, Process Improvement, Financial Modeling, Internal Audit, Risk Management, Internal Controls, Due Diligence, Forecasting, Finance, Strategic Financial..., Enterprise Risk..., GAAP, Financial Accounting, Budgets
Education
Butler University 2001 — 2005
Bachelor of Science, Accounting, Communications
Global Atlantic Financial Group Limited February 2015 - Present
Forethought Financial Services, Inc. June 2012 - February 2015
Titus April 2011 - June 2012
WellPoint November 2008 - March 2011
KPMG September 2005 - October 2008
Simon Property Group May 2004 - September 2004
Old National Bank June 1999 - September 2003
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounting, Auditing, Process Improvement, Financial Modeling, Internal Audit, Risk Management, Internal Controls, Due Diligence, Forecasting, Finance, Strategic Financial..., Enterprise Risk..., GAAP, Financial Accounting, Budgets
Education
Butler University 2001 — 2005
Bachelor of Science, Accounting, Communications
Adrienne Schmitz Adrienne Schmitz's Global Atlantic Financial Group Limited Experience 2013 - 2013
Job Senior Operations Business Relationship Manager
Industry Financial Services
Experience
Athene USA April 2011 - Present
Global Atlantic Financial Group Limited 2013 - 2013
ING May 2007 - April 2011
ING 2005 - 2007
ING 2004 - 2005
Skills
Asset Allocation, Insurance, Banking, Relationship Management, Mutual Funds, Retirement, Sales, Fixed Annuities, Investments, Retirement Planning, Sales Operations, Financial Services, Risk Management, Management, Process Improvement
Education
University of Northern Iowa 2000 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Athene USA April 2011 - Present
Global Atlantic Financial Group Limited 2013 - 2013
ING May 2007 - April 2011
ING 2005 - 2007
ING 2004 - 2005
Skills
Asset Allocation, Insurance, Banking, Relationship Management, Mutual Funds, Retirement, Sales, Fixed Annuities, Investments, Retirement Planning, Sales Operations, Financial Services, Risk Management, Management, Process Improvement
Education
University of Northern Iowa 2000 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Christian Nordby's Global Atlantic Financial Group Limited Experience June 2013 - Present
Job Analyst at Global Atlantic Financial Group
Industry Financial Services
Experience
Global Atlantic Financial Group Limited June 2013 - Present
Goldman Sachs June 2012 - August 2012
Tangshan Bay Caofeidian Eco-city January 2012 - February 2012
Ward Ferry Management Ltd. July 2009 - August 2009
Skills
Mandarin, Chinese, Economics, Intercultural..., International..., Policy Analysis, Stata, SPSS, Chinese culture, Market Research, Qualitative Research
Education
Inter-University Program (IUP) 2012 — 2013
Intensive Mandarin, Chinese Language
Tsinghua University 2010 — 2012
MA, International Development, Public Policy
University of Oxford 2007 — 2010
BA, Politics, Philosophy and Economics
Eton College 2002 — 2007
Global Atlantic Financial Group Limited June 2013 - Present
Goldman Sachs June 2012 - August 2012
Tangshan Bay Caofeidian Eco-city January 2012 - February 2012
Ward Ferry Management Ltd. July 2009 - August 2009
Skills
Mandarin, Chinese, Economics, Intercultural..., International..., Policy Analysis, Stata, SPSS, Chinese culture, Market Research, Qualitative Research
Education
Inter-University Program (IUP) 2012 — 2013
Intensive Mandarin, Chinese Language
Tsinghua University 2010 — 2012
MA, International Development, Public Policy
University of Oxford 2007 — 2010
BA, Politics, Philosophy and Economics
Eton College 2002 — 2007
Fareed Hanania's Global Atlantic Financial Group Limited Experience June 2015 - August 2015
Job Computer Information Systems SandBox Tutor at Bentley University
Industry Information Technology and Services
Experience
Bentley University January 2015 - Present
Global Atlantic Financial Group Limited June 2015 - August 2015
Bentley University March 2014 - February 2015
Bentley University June 2014 - June 2014
Bentley University January 2013 - May 2014
Captain's Cove Seaport Restaurant June 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Social Media, HTML, Teamwork, Outlook, Customer Service, Java, Financial Analysis, SQL
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance, 3.48/4.0
John Cabot University 2014 — 2014
Bentley University January 2015 - Present
Global Atlantic Financial Group Limited June 2015 - August 2015
Bentley University March 2014 - February 2015
Bentley University June 2014 - June 2014
Bentley University January 2013 - May 2014
Captain's Cove Seaport Restaurant June 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Social Media, HTML, Teamwork, Outlook, Customer Service, Java, Financial Analysis, SQL
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance, 3.48/4.0
John Cabot University 2014 — 2014
Christopher Knapp's Global Atlantic Financial Group Limited Experience April 2013 - Present
Job Senior Analyst at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited April 2013 - Present
Goldman Sachs June 2012 - April 2013
Skills
Mergers & Acquisitions, Corporate Governance, Due Diligence, Corporate Law, Securities, Intellectual Property, Legal Research, Insurance, Securities Regulation, Estate Planning, Financial Analysis, Finance, Financial Modeling, Corporate Finance, Private Equity
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics & Psychology
Global Atlantic Financial Group Limited April 2013 - Present
Goldman Sachs June 2012 - April 2013
Skills
Mergers & Acquisitions, Corporate Governance, Due Diligence, Corporate Law, Securities, Intellectual Property, Legal Research, Insurance, Securities Regulation, Estate Planning, Financial Analysis, Finance, Financial Modeling, Corporate Finance, Private Equity
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics & Psychology
Dana L. Dennis Dana L. Dennis's Global Atlantic Financial Group Limited Experience 2013 - Present
Job Senior Marketing Consultant at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited 2013 - Present
Aviva USA February 2007 - October 2013
Sogeti 2006 - 2007
Iowa State University 2003 - 2006
Principal Financial Group 2001 - 2003
Skills
Insurance, Fixed Annuities, Marketing, Health Insurance, Underwriting, Risk Management, Financial Services, Strategic Financial..., Relationship Management, Employee Benefits, Property & Casualty..., Financial Risk, General Insurance, Retirement Planning, Retirement, Business Requirements, Disability Insurance, Life Insurance, Term Life Insurance, Business Analysis, Investments, Process Improvement, Project Management, Analysis, Wealth Management, Requirements Gathering, Visio, Vendor Management, Mutual Funds, Long-term Care, Project Portfolio..., Business Process..., SDLC, Claim, Brokers, Finance, Reinsurance
Education
University of Iowa 1991 — 1995
Master's degree, Urban and Regional Planning/Economics joint program
University of Iowa 1987 — 1991
Bachelor's degree, Political Science, Spanish, Latin American Studies Certificate
Global Atlantic Financial Group Limited 2013 - Present
Aviva USA February 2007 - October 2013
Sogeti 2006 - 2007
Iowa State University 2003 - 2006
Principal Financial Group 2001 - 2003
Skills
Insurance, Fixed Annuities, Marketing, Health Insurance, Underwriting, Risk Management, Financial Services, Strategic Financial..., Relationship Management, Employee Benefits, Property & Casualty..., Financial Risk, General Insurance, Retirement Planning, Retirement, Business Requirements, Disability Insurance, Life Insurance, Term Life Insurance, Business Analysis, Investments, Process Improvement, Project Management, Analysis, Wealth Management, Requirements Gathering, Visio, Vendor Management, Mutual Funds, Long-term Care, Project Portfolio..., Business Process..., SDLC, Claim, Brokers, Finance, Reinsurance
Education
University of Iowa 1991 — 1995
Master's degree, Urban and Regional Planning/Economics joint program
University of Iowa 1987 — 1991
Bachelor's degree, Political Science, Spanish, Latin American Studies Certificate
Donald Perschall, FLMI Donald Perschall, FLMI's Global Atlantic Financial Group Limited Experience October 2014 - Present
Job Manager Internal Wholesaling at Accordia Life
Industry Insurance
Experience
Global Atlantic Financial Group Limited October 2014 - Present
Global Atlantic Financial Group Limited October 2013 - October 2014
Aviva Usa September 2012 - October 2013
Two Rivers Insurance Services February 2009 - September 2012
Polk City Chamber of Commerce January 2011 - December 2011
Edward Jones January 2006 - January 2009
Wellmark Blue Cross Blue Shield February 1999 - December 2005
Shoe Carnival, Inc November 1997 - February 1999
United States Air Force June 1993 - November 1997
Skills
Insurance, Employee Benefits, Health Insurance, Customer Relations, Strategic Planning, Customer Service, Sales, Training, Public Speaking, Investments, Vendor Management, Marketing, Healthcare, Life Insurance, Benefits Administration, Leadership, Strategy, Finance, Retirement, Underwriting, Fixed Annuities
Education
Upper Iowa University 2001 — 2005
Bachelor's Degree, Finance
Simpson College 1992 — 1993
Music
Union High School 1990 — 1992
West Liberty High School 1988 — 1990
Global Atlantic Financial Group Limited October 2014 - Present
Global Atlantic Financial Group Limited October 2013 - October 2014
Aviva Usa September 2012 - October 2013
Two Rivers Insurance Services February 2009 - September 2012
Polk City Chamber of Commerce January 2011 - December 2011
Edward Jones January 2006 - January 2009
Wellmark Blue Cross Blue Shield February 1999 - December 2005
Shoe Carnival, Inc November 1997 - February 1999
United States Air Force June 1993 - November 1997
Skills
Insurance, Employee Benefits, Health Insurance, Customer Relations, Strategic Planning, Customer Service, Sales, Training, Public Speaking, Investments, Vendor Management, Marketing, Healthcare, Life Insurance, Benefits Administration, Leadership, Strategy, Finance, Retirement, Underwriting, Fixed Annuities
Education
Upper Iowa University 2001 — 2005
Bachelor's Degree, Finance
Simpson College 1992 — 1993
Music
Union High School 1990 — 1992
West Liberty High School 1988 — 1990
Bo Schatzberg, MBA, PMP's Global Atlantic Financial Group Limited Experience 2015 - Present
Job Associate at Global Atlantic Financial Group
Industry Insurance
Experience
Global Atlantic Financial Group Limited 2015 - Present
Wellmark Blue Cross and Blue Shield 2013 - 2015
Wellmark Blue Cross and Blue Shield 2010 - 2013
Grinnell Mutual Reinsurance 2005 - 2010
Skills
Web Applications, HTML, Business Analysis, Data Warehousing, SDLC, Process Improvement, Project Management, Business Process, Requirements Gathering, Business Objects, Data Analysis, Insurance, Business Requirements, Leadership, jQuery, User Interface Design, SQL, Visio, C#, Microsoft SQL Server, Health Insurance, Wellness, Document Management, Billing Systems, Human Resources, COBOL, VB.NET, Google Analytics, Performance Testing, Test Planning, MongoDB, Batch Files, Automation, Continuous Integration, Continuous Delivery, Aldon, Claims Management, Crystal Reports, SQL Report Writing, Planview, Photoshop, R, Confluence, JIRA, Powershell, Control-M, Virtual Desktop...
Education
Drake University 2009 — 2011
MBA, Business Administration
University of Northern Iowa 2000 — 2004
B.A., Computer Science
Global Atlantic Financial Group Limited 2015 - Present
Wellmark Blue Cross and Blue Shield 2013 - 2015
Wellmark Blue Cross and Blue Shield 2010 - 2013
Grinnell Mutual Reinsurance 2005 - 2010
Skills
Web Applications, HTML, Business Analysis, Data Warehousing, SDLC, Process Improvement, Project Management, Business Process, Requirements Gathering, Business Objects, Data Analysis, Insurance, Business Requirements, Leadership, jQuery, User Interface Design, SQL, Visio, C#, Microsoft SQL Server, Health Insurance, Wellness, Document Management, Billing Systems, Human Resources, COBOL, VB.NET, Google Analytics, Performance Testing, Test Planning, MongoDB, Batch Files, Automation, Continuous Integration, Continuous Delivery, Aldon, Claims Management, Crystal Reports, SQL Report Writing, Planview, Photoshop, R, Confluence, JIRA, Powershell, Control-M, Virtual Desktop...
Education
Drake University 2009 — 2011
MBA, Business Administration
University of Northern Iowa 2000 — 2004
B.A., Computer Science
Christopher Mellia Christopher Mellia's Global Atlantic Financial Group Limited Experience April 2013 - Present
Job Portfolio Manager, Senior Vice President at Global Atlantic Financial Group
Industry Financial Services
Experience
Global Atlantic Financial Group Limited April 2013 - Present
National Alliance Capital Markets January 2010 - April 2013
Lehman Brothers January 2006 - March 2008
Credit Suisse June 2003 - December 2005
Skills
Fixed Income
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Arts (B.A.), Mathematics and Statistics
Global Atlantic Financial Group Limited April 2013 - Present
National Alliance Capital Markets January 2010 - April 2013
Lehman Brothers January 2006 - March 2008
Credit Suisse June 2003 - December 2005
Skills
Fixed Income
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Arts (B.A.), Mathematics and Statistics
Joseph Kean's Global Atlantic Financial Group Limited Experience June 2014 - Present
Job Senior Marketing Consultant and Writer
Industry Financial Services
Experience
Global Atlantic Financial Group Limited June 2014 - Present
Magellan Health Services December 2012 - June 2013
Sun Life Financial December 2010 - May 2012
Massachusetts Mutual Life Insurance Company (MassMutual) August 2008 - December 2009
Massachusetts Mutual Life Insurance Company (MassMutual) October 2005 - August 2008
MassMutual Federal Credit Union July 2003 - September 2005
Massachusetts Mutual Life Insurance Company (MassMutual) November 2000 - July 2003
Skills
Series 6, Marketing, Copywriting, Media Relations, Corporate Communications, Executive Communications, Event Management, Insurance, Financial Services, Sales, Strategic Planning, Employee Benefits, Social Media, Risk Management, Leadership, Strategy, Marketing Strategy
Education
American International College 2003 — 2006
MBA, Marketing, Management
Assumption College 1996 — 2000
BA, English, Media Communications
West Springfield High School 1992 — 1996
High School, College/University Preparatory and Advanced Placement Program
Global Atlantic Financial Group Limited June 2014 - Present
Magellan Health Services December 2012 - June 2013
Sun Life Financial December 2010 - May 2012
Massachusetts Mutual Life Insurance Company (MassMutual) August 2008 - December 2009
Massachusetts Mutual Life Insurance Company (MassMutual) October 2005 - August 2008
MassMutual Federal Credit Union July 2003 - September 2005
Massachusetts Mutual Life Insurance Company (MassMutual) November 2000 - July 2003
Skills
Series 6, Marketing, Copywriting, Media Relations, Corporate Communications, Executive Communications, Event Management, Insurance, Financial Services, Sales, Strategic Planning, Employee Benefits, Social Media, Risk Management, Leadership, Strategy, Marketing Strategy
Education
American International College 2003 — 2006
MBA, Marketing, Management
Assumption College 1996 — 2000
BA, English, Media Communications
West Springfield High School 1992 — 1996
High School, College/University Preparatory and Advanced Placement Program
Danfeng(Stephanie) Shi Danfeng(Stephanie) Shi's Global Atlantic Financial Group Limited Experience 2014 - 2014
Job Student at Fudan University
Industry Accounting
Experience
EY July 2015 - Present
Xpitax solutions February 2015 - April 2015
Global Atlantic Financial Group Limited 2014 - 2014
Wuhan Iron & Steel (Group) Co., Ltd. June 2013 - August 2013
Roland Berger Strategy Consultants September 2012 - October 2012
Skills
Tax, Financial Accounting, Research, Microsoft Office, Teamwork, Photoshop, Public Speaking, English, Finance, Accounting, Financial Statements, Financial Analysis
Education
Bentley University 2013 — 2015
Master of Science (MS), Accounting
Fudan University 2009 — 2013
Bachelor of Arts (BA), English Language and Literature, General
ONPS International Summer School 2012 — 2012
Accounting
EY July 2015 - Present
Xpitax solutions February 2015 - April 2015
Global Atlantic Financial Group Limited 2014 - 2014
Wuhan Iron & Steel (Group) Co., Ltd. June 2013 - August 2013
Roland Berger Strategy Consultants September 2012 - October 2012
Skills
Tax, Financial Accounting, Research, Microsoft Office, Teamwork, Photoshop, Public Speaking, English, Finance, Accounting, Financial Statements, Financial Analysis
Education
Bentley University 2013 — 2015
Master of Science (MS), Accounting
Fudan University 2009 — 2013
Bachelor of Arts (BA), English Language and Literature, General
ONPS International Summer School 2012 — 2012
Accounting
Emily Bisenius Emily Bisenius's Global Atlantic Financial Group Limited Experience June 2015 - Present
Job Actuarial Analyst at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited June 2015 - Present
Global Atlantic Financial Group Limited May 2014 - August 2014
Transamerica May 2013 - August 2013
Skills
Life Insurance, PowerPoint, SAS
Education
The University of Stirling 2015 — 2015
Study Abroad
University of Northern Iowa 2011 — 2015
Bachelor’s Degree, Actuarial Science, 3.94 / 4.00
Global Atlantic Financial Group Limited June 2015 - Present
Global Atlantic Financial Group Limited May 2014 - August 2014
Transamerica May 2013 - August 2013
Skills
Life Insurance, PowerPoint, SAS
Education
The University of Stirling 2015 — 2015
Study Abroad
University of Northern Iowa 2011 — 2015
Bachelor’s Degree, Actuarial Science, 3.94 / 4.00
Anthony Di Verdi Anthony Di Verdi's Global Atlantic Financial Group Limited Experience February 2015 - Present
Job Treasury Analyst
Industry Financial Services
Experience
Global Atlantic Financial Group Limited February 2015 - Present
Boston Financial Data Services July 2013 - February 2015
Clark University Graduate School of Management June 2012 - July 2013
State Street Bank December 2010 - June 2012
State Street Bank August 2009 - December 2010
Skills
Customer Service, Microsoft Office, Critical Thinking, Management, Office Management, Business, Innovation, Problem Solving, System Administration, Administration, Analysis, Data Analysis, Financial Analysis, PeopleSoft, BlackRock Aladdin
Education
University of Massachusetts Boston 2008 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General, Magna Cum Laude
Global Atlantic Financial Group Limited February 2015 - Present
Boston Financial Data Services July 2013 - February 2015
Clark University Graduate School of Management June 2012 - July 2013
State Street Bank December 2010 - June 2012
State Street Bank August 2009 - December 2010
Skills
Customer Service, Microsoft Office, Critical Thinking, Management, Office Management, Business, Innovation, Problem Solving, System Administration, Administration, Analysis, Data Analysis, Financial Analysis, PeopleSoft, BlackRock Aladdin
Education
University of Massachusetts Boston 2008 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General, Magna Cum Laude
Dennis Cody Dennis Cody's Global Atlantic Financial Group Limited Experience February 2013 - Present
Job Senior Vice President, Annuity Finance Officer at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited February 2013 - Present
Forethought Financial Group, Inc. January 2011 - January 2013
AIG September 2006 - December 2010
AIG June 2003 - September 2006
AIG April 2000 - June 2003
AIG September 1991 - April 2000
AIG June 1989 - September 1991
Skills
Financial Analysis, Fixed Annuities, Strategic Financial..., Life Insurance, Financial Services, Retirement Planning, Variable Annuities, Financial Reporting
Education
Saint John's University 1998 — 2000
MBA, Insurance & Risk Management
University of Scranton 1985 — 1989
Bachelor of Science, Accounting
Global Atlantic Financial Group Limited February 2013 - Present
Forethought Financial Group, Inc. January 2011 - January 2013
AIG September 2006 - December 2010
AIG June 2003 - September 2006
AIG April 2000 - June 2003
AIG September 1991 - April 2000
AIG June 1989 - September 1991
Skills
Financial Analysis, Fixed Annuities, Strategic Financial..., Life Insurance, Financial Services, Retirement Planning, Variable Annuities, Financial Reporting
Education
Saint John's University 1998 — 2000
MBA, Insurance & Risk Management
University of Scranton 1985 — 1989
Bachelor of Science, Accounting
Benjamin Bobier, A.B.D. (PhD Candidate), MBA\MPA Benjamin Bobier, A.B.D. (PhD Candidate), MBA\MPA's Global Atlantic Financial Group Limited Experience January 2015 - Present
Job Internal Wholesaler
Industry Financial Services
Experience
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic Financial Group Limited October 2013 - December 2014
Aviva USA September 2007 - October 2013
Skills
Project Management, Time Management, Leadership Development, Emotional Intelligence, Negotiation, Sales Management, Sales Operations, Sales Leads, Marketing, Marketing Strategy, Life Insurance, Strategy, Change Management, Product Management, Public Speaking, Insurance, Account Management, Team Building, Salesforce.com, Relationship Management, Research, CRM, Marketing Communications, New Business Development, Term Life Insurance, Business Planning, Microsoft Office, Organizational..., Retirement Planning, Leadership, Product Development, Sales, Management, Process Improvement, Training, Customer Service, Human Resources, Fixed Annuities, Employee Benefits, Analysis, Risk Management, Customer Retention, Financial Services, Coaching, Vendor Management, Business Analysis, Recruiting, Call Centers, Disability Insurance, Underwriting
Education
Capella University 2010 — 2015
Doctor of Philosophy in Organization and Management, Human Resources and Business Management
Upper Iowa University 2007 — 2010
Masters, Public Adminstration\Business Administration
Buena Vista University 2003 — 2007
Bachelor of Arts, History
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic Financial Group Limited October 2013 - December 2014
Aviva USA September 2007 - October 2013
Skills
Project Management, Time Management, Leadership Development, Emotional Intelligence, Negotiation, Sales Management, Sales Operations, Sales Leads, Marketing, Marketing Strategy, Life Insurance, Strategy, Change Management, Product Management, Public Speaking, Insurance, Account Management, Team Building, Salesforce.com, Relationship Management, Research, CRM, Marketing Communications, New Business Development, Term Life Insurance, Business Planning, Microsoft Office, Organizational..., Retirement Planning, Leadership, Product Development, Sales, Management, Process Improvement, Training, Customer Service, Human Resources, Fixed Annuities, Employee Benefits, Analysis, Risk Management, Customer Retention, Financial Services, Coaching, Vendor Management, Business Analysis, Recruiting, Call Centers, Disability Insurance, Underwriting
Education
Capella University 2010 — 2015
Doctor of Philosophy in Organization and Management, Human Resources and Business Management
Upper Iowa University 2007 — 2010
Masters, Public Adminstration\Business Administration
Buena Vista University 2003 — 2007
Bachelor of Arts, History
Bill Crane Bill Crane's Global Atlantic Financial Group Limited Experience September 2014 - Present
Job Advanced Markets Attorney at Global Atlantic Financial Group Limited
Industry Legal Services
Experience
Global Atlantic Financial Group Limited September 2014 - Present
Global Atlantic Financial Group Limited October 2013 - September 2014
Aviva USA September 2012 - October 2013
Aviva USA April 2012 - September 2012
Empire Today, LLC April 2011 - March 2012
SmithAmundsen LLC June 2003 - April 2011
Skills
Arbitration, Civil Litigation, Litigation Management, Commercial Litigation, Litigation, Courts, Mediation, Legal Writing, Product Liability, Trial Practice, Employment Law, Corporate Law, Class Actions, Legal Research, Torts, Appeals, Insurance Law
Education
DePaul University College of Law 1999 — 2002
JD
Loyola University Chicago 1995 — 1999
BA, Political Science
University of Detroit Jesuit High School 1991 — 1995
Global Atlantic Financial Group Limited September 2014 - Present
Global Atlantic Financial Group Limited October 2013 - September 2014
Aviva USA September 2012 - October 2013
Aviva USA April 2012 - September 2012
Empire Today, LLC April 2011 - March 2012
SmithAmundsen LLC June 2003 - April 2011
Skills
Arbitration, Civil Litigation, Litigation Management, Commercial Litigation, Litigation, Courts, Mediation, Legal Writing, Product Liability, Trial Practice, Employment Law, Corporate Law, Class Actions, Legal Research, Torts, Appeals, Insurance Law
Education
DePaul University College of Law 1999 — 2002
JD
Loyola University Chicago 1995 — 1999
BA, Political Science
University of Detroit Jesuit High School 1991 — 1995
Barry Baowei Xu Barry Baowei Xu's Global Atlantic Financial Group Limited Experience April 2013 - Present
Job Vice President at Global Atlantic (Previously Goldman Sachs Reinsurance Group)
Industry Capital Markets
Experience
Global Atlantic Financial Group Limited April 2013 - Present
Goldman Sachs October 2012 - April 2013
Goldman Sachs August 2010 - October 2012
GlaxoSmithKline May 2007 - July 2010
Skills
Stochastic Modeling, Monte Carlo Simulation, R, SAS, SQL, Slang, Remetrica, C++, Quantitative Analytics, VBA, Quantitative Finance, Statistical Modeling
Education
University of North Carolina at Chapel Hill 2005 — 2011
PhD, Statistics
Peking University 2001 — 2005
B.S., Statistics / Applied Mathematics
Global Atlantic Financial Group Limited April 2013 - Present
Goldman Sachs October 2012 - April 2013
Goldman Sachs August 2010 - October 2012
GlaxoSmithKline May 2007 - July 2010
Skills
Stochastic Modeling, Monte Carlo Simulation, R, SAS, SQL, Slang, Remetrica, C++, Quantitative Analytics, VBA, Quantitative Finance, Statistical Modeling
Education
University of North Carolina at Chapel Hill 2005 — 2011
PhD, Statistics
Peking University 2001 — 2005
B.S., Statistics / Applied Mathematics
Zhenyu Wang Zhenyu Wang's Global Atlantic Financial Group Limited Experience May 2013 - August 2014
Job Assistant Director at AIG
Industry Investment Banking
Experience
AIG August 2014 - Present
Global Atlantic Financial Group Limited May 2013 - August 2014
Goldman Sachs April 2010 - May 2013
Standard & Poor's October 2009 - January 2010
Skills
Bloomberg, Fixed Income, Equities, Investment Banking, Equity Derivatives, Derivatives, Financial Modeling, Quantitative Finance, Private Equity, Options
Education
University of California, Berkeley, Haas School of Business 2009 — 2010
Master, Financial Engineering
Purdue University 2001 — 2008
PhD, Electrical Engineering
Tsinghua University 1997 — 2001
Bachelor, Electrical Engineering
AIG August 2014 - Present
Global Atlantic Financial Group Limited May 2013 - August 2014
Goldman Sachs April 2010 - May 2013
Standard & Poor's October 2009 - January 2010
Skills
Bloomberg, Fixed Income, Equities, Investment Banking, Equity Derivatives, Derivatives, Financial Modeling, Quantitative Finance, Private Equity, Options
Education
University of California, Berkeley, Haas School of Business 2009 — 2010
Master, Financial Engineering
Purdue University 2001 — 2008
PhD, Electrical Engineering
Tsinghua University 1997 — 2001
Bachelor, Electrical Engineering
Akiko Sakata Akiko Sakata's Global Atlantic Financial Group Limited Experience February 2014 - Present
Job AVP of Accounting at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited February 2014 - Present
MetLife April 2013 - January 2014
MetLife June 2012 - March 2013
MetLife 2010 - June 2012
MetLife 2009 - 2010
MetLife 2007 - 2009
MetLife 2005 - 2007
MetLife 2002 - 2004
Skills
CPA, Financial Reporting, Accounting, Finance, Variance Analysis, GAAP, Mergers & Acquisitions, Account Reconciliation, Consolidation, Financial Statements, Analysis, Due Diligence, Journal Entries
Education
University of South Florida 2002 — 2004
Master's degree, Accounting
Florida International University 1999 — 2001
Bachelor of Science (BS), Accounting
Global Atlantic Financial Group Limited February 2014 - Present
MetLife April 2013 - January 2014
MetLife June 2012 - March 2013
MetLife 2010 - June 2012
MetLife 2009 - 2010
MetLife 2007 - 2009
MetLife 2005 - 2007
MetLife 2002 - 2004
Skills
CPA, Financial Reporting, Accounting, Finance, Variance Analysis, GAAP, Mergers & Acquisitions, Account Reconciliation, Consolidation, Financial Statements, Analysis, Due Diligence, Journal Entries
Education
University of South Florida 2002 — 2004
Master's degree, Accounting
Florida International University 1999 — 2001
Bachelor of Science (BS), Accounting
Arthur Kalenjian, MSA CISA Arthur Kalenjian, MSA CISA's Global Atlantic Financial Group Limited Experience May 2015 - Present
Job AVP Head of IT Audit at Global Atlantic Financial Group Limited
Industry Information Technology and Services
Experience
Global Atlantic Financial Group Limited May 2015 - Present
PTC May 2013 - May 2015
Sun Life Financial March 2011 - May 2013
PricewaterhouseCoopers September 2008 - March 2011
Skills
Sarbanes-Oxley Act, IT Audit, Internal Audit, Internal Controls, CISA, SAS70, Sarbanes-Oxley, Auditing, External Audit, Information Security, ERP, Access, IT Strategy, Insurance, Business Process, Enterprise Risk..., COBIT, Risk Management, Financial Analysis, Financial Reporting, Management
Education
Babson College 2008 — 2008
Masters, Accounting
Babson College 2005 — 2008
Bachelor, Business and Administration with concentration in accounting
Massachusetts Bay Community College
Associate, Computer Science
Global Atlantic Financial Group Limited May 2015 - Present
PTC May 2013 - May 2015
Sun Life Financial March 2011 - May 2013
PricewaterhouseCoopers September 2008 - March 2011
Skills
Sarbanes-Oxley Act, IT Audit, Internal Audit, Internal Controls, CISA, SAS70, Sarbanes-Oxley, Auditing, External Audit, Information Security, ERP, Access, IT Strategy, Insurance, Business Process, Enterprise Risk..., COBIT, Risk Management, Financial Analysis, Financial Reporting, Management
Education
Babson College 2008 — 2008
Masters, Accounting
Babson College 2005 — 2008
Bachelor, Business and Administration with concentration in accounting
Massachusetts Bay Community College
Associate, Computer Science
Bijendra Vishal's Global Atlantic Financial Group Limited Experience June 2014 - Present
Job Strategist at Global Atlantic Financial Group Limited
Industry Investment Banking
Experience
Global Atlantic Financial Group Limited June 2014 - Present
Goldman Sachs December 2009 - June 2014
Clinton Group June 2007 - December 2009
Bear Stearns December 2005 - June 2007
Inria April 2001 - July 2001
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Quantitative Finance
Indian Institute of Technology, Kanpur 1998 — 2002
B. Tech, Computer Science
The Ohio State University 2003 — 2005
MS, Computer Science
Global Atlantic Financial Group Limited June 2014 - Present
Goldman Sachs December 2009 - June 2014
Clinton Group June 2007 - December 2009
Bear Stearns December 2005 - June 2007
Inria April 2001 - July 2001
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Quantitative Finance
Indian Institute of Technology, Kanpur 1998 — 2002
B. Tech, Computer Science
The Ohio State University 2003 — 2005
MS, Computer Science
Chad R. Florke Chad R. Florke's Global Atlantic Financial Group Limited Experience October 2013 - May 2014
Job Life Product Support Director Farm Bureau Financial Group
Industry Insurance
Experience
Farm Bureau Financial Services May 2014 - Present
Global Atlantic Financial Group Limited October 2013 - May 2014
Aviva USA May 2011 - October 2013
Aviva USA May 2009 - May 2011
Aviva USA April 2008 - May 2009
Aviva USA December 2004 - April 2008
AmerUs Group January 2003 - December 2004
ConAgra Foods June 2002 - March 2003
AmerUs Life May 2001 - August 2001
Gateway June 2000 - August 2000
Skills
Insurance, Fixed Annuities, Life Insurance, Process Improvement, Risk Management, Strategic Planning, Business Analysis, Vendor Management, Project Management, Analysis, Financial Risk, Actuarial Science, Customer Service, Microsoft Excel, Leadership, Mathematics, Problem Solving, Quality Center, Recruiting, User Acceptance Testing, Visual Basic, Requirements Gathering, Term Life Insurance, Data Analysis, Relationship Management, Software Documentation, Call Centers, Offshoring, Operational Planning, Integration, Whole Life, Software Development, Software Project..., Software Design, SharePoint, Illustrations - Life, Illustrations -..., Inforce Illustrations, Operations Management, Disability Insurance, Economic Capital, Health Insurance, Reinsurance, Retirement, SDLC, Strategic Financial..., Variable Annuities, Visio
Education
Iowa State University 2003 — 2006
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Northern Iowa 1998 — 2002
Bachelor of Arts (BA), Actuarial Science & Statistics
Bishop Heelan High School 1994 — 1998
High School Diploma
Farm Bureau Financial Services May 2014 - Present
Global Atlantic Financial Group Limited October 2013 - May 2014
Aviva USA May 2011 - October 2013
Aviva USA May 2009 - May 2011
Aviva USA April 2008 - May 2009
Aviva USA December 2004 - April 2008
AmerUs Group January 2003 - December 2004
ConAgra Foods June 2002 - March 2003
AmerUs Life May 2001 - August 2001
Gateway June 2000 - August 2000
Skills
Insurance, Fixed Annuities, Life Insurance, Process Improvement, Risk Management, Strategic Planning, Business Analysis, Vendor Management, Project Management, Analysis, Financial Risk, Actuarial Science, Customer Service, Microsoft Excel, Leadership, Mathematics, Problem Solving, Quality Center, Recruiting, User Acceptance Testing, Visual Basic, Requirements Gathering, Term Life Insurance, Data Analysis, Relationship Management, Software Documentation, Call Centers, Offshoring, Operational Planning, Integration, Whole Life, Software Development, Software Project..., Software Design, SharePoint, Illustrations - Life, Illustrations -..., Inforce Illustrations, Operations Management, Disability Insurance, Economic Capital, Health Insurance, Reinsurance, Retirement, SDLC, Strategic Financial..., Variable Annuities, Visio
Education
Iowa State University 2003 — 2006
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Northern Iowa 1998 — 2002
Bachelor of Arts (BA), Actuarial Science & Statistics
Bishop Heelan High School 1994 — 1998
High School Diploma
Samantha Budiselich Samantha Budiselich's Global Atlantic Financial Group Limited Experience November 2013 - Present
Job Associate at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited November 2013 - Present
Aviva USA March 2007 - November 2013
Carroll Construction Supply June 2003 - September 2006
Anderson, Larkin & Co. PC June 2001 - June 2003
Theobald, Donohue & Thompson, P.C. June 1998 - June 2001
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Finance, Insurance, Internal Controls, Financial Statements, Sarbanes-Oxley Act, IFRS
Education
University of Iowa 1996 — 1999
Bachelor of Business Administration (BBA), Accounting
Indian Hills Community College
Associate of Arts (AA)
Global Atlantic Financial Group Limited November 2013 - Present
Aviva USA March 2007 - November 2013
Carroll Construction Supply June 2003 - September 2006
Anderson, Larkin & Co. PC June 2001 - June 2003
Theobald, Donohue & Thompson, P.C. June 1998 - June 2001
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Finance, Insurance, Internal Controls, Financial Statements, Sarbanes-Oxley Act, IFRS
Education
University of Iowa 1996 — 1999
Bachelor of Business Administration (BBA), Accounting
Indian Hills Community College
Associate of Arts (AA)
Melony Lane Melony Lane's Global Atlantic Financial Group Limited Experience September 2015 - Present
Job Staffing Manager at Robert half office team (2442500)
Industry Staffing and Recruiting
Experience
Global Atlantic Financial Group Limited September 2015 - Present
Robert half - office team March 2015 - August 2015
The Wittern Group December 2012 - March 2015
Skills
Leadership, Management, Sales, Team Building, Account Management, Customer Service, Interviews, Marketing, Microsoft Office, Recruiting, Temporary Placement, Strategic Planning, Training
Education
Des Moines Area Community College
Global Atlantic Financial Group Limited September 2015 - Present
Robert half - office team March 2015 - August 2015
The Wittern Group December 2012 - March 2015
Skills
Leadership, Management, Sales, Team Building, Account Management, Customer Service, Interviews, Marketing, Microsoft Office, Recruiting, Temporary Placement, Strategic Planning, Training
Education
Des Moines Area Community College
Angela Becker, ALMI, ACS Angela Becker, ALMI, ACS's Global Atlantic Financial Group Limited Experience September 2014 - Present
Job Senior Specialist, Shared Services at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited September 2014 - Present
Global Atlantic Financial Group October 2013 - September 2014
Aviva USA October 2012 - October 2013
Aviva USA October 2010 - October 2013
Iowa Nightlife August 2012 - April 2013
Aviva USA October 2011 - October 2012
Aviva USA January 2008 - October 2011
Deery Brothers Chevrolet October 2006 - July 2007
Capital Land Services, INC 1997 - 2000
Skills
Photoshop, Photography, Excel, Outlook, Digital Photography, Adobe Acrobat, Word, SharePoint, SnagIt, Internet Explorer, Microsoft Word, Microsoft Excel, Retirement Planning, Life Insurance, WebEx, Brainshark, Women Leaders, Charity Work, PowerPoint, Fixed Annuities, Term Life Insurance, Insurance, Customer Service, Retirement, Program Management, Leadership, Marketing, Universal Life, Training, Visio, Sales, Marketing Communications, Relationship Management, Newsletters, Business Requirements, Process Improvement, Vendor Management, Financial Services, Product Development
Education
Cornell College 1991 — 1995
BSS, English
LOMA.org
Global Atlantic Financial Group Limited September 2014 - Present
Global Atlantic Financial Group October 2013 - September 2014
Aviva USA October 2012 - October 2013
Aviva USA October 2010 - October 2013
Iowa Nightlife August 2012 - April 2013
Aviva USA October 2011 - October 2012
Aviva USA January 2008 - October 2011
Deery Brothers Chevrolet October 2006 - July 2007
Capital Land Services, INC 1997 - 2000
Skills
Photoshop, Photography, Excel, Outlook, Digital Photography, Adobe Acrobat, Word, SharePoint, SnagIt, Internet Explorer, Microsoft Word, Microsoft Excel, Retirement Planning, Life Insurance, WebEx, Brainshark, Women Leaders, Charity Work, PowerPoint, Fixed Annuities, Term Life Insurance, Insurance, Customer Service, Retirement, Program Management, Leadership, Marketing, Universal Life, Training, Visio, Sales, Marketing Communications, Relationship Management, Newsletters, Business Requirements, Process Improvement, Vendor Management, Financial Services, Product Development
Education
Cornell College 1991 — 1995
BSS, English
LOMA.org
Anne Mikesell's Global Atlantic Financial Group Limited Experience June 2015 - Present
Job Senior Vendor Management Analyst at Global Atlantic Financial Group Limited
Industry Investment Management
Experience
Global Atlantic Financial Group Limited June 2015 - Present
DuPont Pioneer December 2014 - May 2015
Athene Asset Management October 2013 - November 2014
Aviva Investors February 2010 - October 2013
Principal Global Investors October 2007 - February 2010
Skills
Portia, Cadis, Charles River IMS, BlackRock Aladdin, Microsoft SQL Server, PAM for Securities, Barclays Point, Bloomberg Data License, Bloomberg, Investments, Fixed Income, Investment Management, Data Warehousing, Data Management, Fund Accounting, Business Requirements, Asset Management, Portfolio Management, Process Improvement, Equities, Vendor Management
Education
University of Iowa 2010 — 2015
Masters of Business Administration
University of Iowa 2003 — 2007
BBA, BA; International Business Certificate, Finance, Spanish, French, International Business
Global Atlantic Financial Group Limited June 2015 - Present
DuPont Pioneer December 2014 - May 2015
Athene Asset Management October 2013 - November 2014
Aviva Investors February 2010 - October 2013
Principal Global Investors October 2007 - February 2010
Skills
Portia, Cadis, Charles River IMS, BlackRock Aladdin, Microsoft SQL Server, PAM for Securities, Barclays Point, Bloomberg Data License, Bloomberg, Investments, Fixed Income, Investment Management, Data Warehousing, Data Management, Fund Accounting, Business Requirements, Asset Management, Portfolio Management, Process Improvement, Equities, Vendor Management
Education
University of Iowa 2010 — 2015
Masters of Business Administration
University of Iowa 2003 — 2007
BBA, BA; International Business Certificate, Finance, Spanish, French, International Business
Gabe Yanoff Gabe Yanoff's Global Atlantic Financial Group Limited Experience July 2013 - December 2013
Job Prime Brokerage Capital Introductions Analyst Coop at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Spinnaker Capital LLC June 2014 - January 2015
Brand Allure, Inc. May 2012 - May 2014
Global Atlantic Financial Group Limited July 2013 - December 2013
At Your Service Staffing May 2012 - June 2013
Curry Student Center September 2011 - June 2013
Longfellow Sports Club June 2008 - August 2012
Below the Belt Inc. September 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Access, Google Docs, Facebook, Customer Service, Marketing, Social Media, Public Speaking, Microsoft Word, Teamwork, Event Planning, Social Networking, Time Management, Social Media Marketing, Market Research, Customer Satisfaction, Microsoft Office
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration (BSBA), Finance and Marketing
Wayland High School 2007 — 2011
Diploma
Morgan Stanley July 2015 - Present
Spinnaker Capital LLC June 2014 - January 2015
Brand Allure, Inc. May 2012 - May 2014
Global Atlantic Financial Group Limited July 2013 - December 2013
At Your Service Staffing May 2012 - June 2013
Curry Student Center September 2011 - June 2013
Longfellow Sports Club June 2008 - August 2012
Below the Belt Inc. September 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Access, Google Docs, Facebook, Customer Service, Marketing, Social Media, Public Speaking, Microsoft Word, Teamwork, Event Planning, Social Networking, Time Management, Social Media Marketing, Market Research, Customer Satisfaction, Microsoft Office
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration (BSBA), Finance and Marketing
Wayland High School 2007 — 2011
Diploma
Peter Papadimitriou's Global Atlantic Financial Group Limited Experience June 2015 - August 2015
Job Intern Population Science Research Division
Industry Financial Services
Experience
Global Atlantic Financial Group Limited June 2015 - August 2015
Dana-Farber Cancer Institute January 2015 - May 2015
TwinStrata October 2013 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Project Management, Event Planning
Education
Bentley University 2014 — 2016
Bachelor's Degree, Finance, General, Junior
Global Atlantic Financial Group Limited June 2015 - August 2015
Dana-Farber Cancer Institute January 2015 - May 2015
TwinStrata October 2013 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Project Management, Event Planning
Education
Bentley University 2014 — 2016
Bachelor's Degree, Finance, General, Junior
Alan Konovalov Alan Konovalov's Global Atlantic Financial Group Limited Experience January 2014 - June 2014
Job Ninja at Hedgeable
Industry Financial Services
Experience
Hedgeable February 2015 - Present
Global Atlantic Financial Group Limited January 2014 - June 2014
Inbound Real Estate March 2011 - September 2013
ChowDown September 2012 - February 2013
Linky Links Inc. December 2010 - August 2012
Wellington Management January 2012 - June 2012
WallachBeth Capital June 2011 - August 2011
Hodara Real Estate Group January 2011 - March 2011
Skills
Entrepreneurship, Finance, Real Estate, Microsoft Excel, Economics, Equities, Analysis, Microsoft Word, Business Analysis, Microsoft Office, Social Media, Operations, Customer Experience, Start-ups, Business Planning
Education
Northeastern University 2010 — 2014
BSBA: Finance & Entrepreneurship
John Cabot University 2013 — 2013
Entrepreneurship/Entrepreneurial Studies
London School of Economics and Political Science 2012 — 2012
Finance
Hedgeable February 2015 - Present
Global Atlantic Financial Group Limited January 2014 - June 2014
Inbound Real Estate March 2011 - September 2013
ChowDown September 2012 - February 2013
Linky Links Inc. December 2010 - August 2012
Wellington Management January 2012 - June 2012
WallachBeth Capital June 2011 - August 2011
Hodara Real Estate Group January 2011 - March 2011
Skills
Entrepreneurship, Finance, Real Estate, Microsoft Excel, Economics, Equities, Analysis, Microsoft Word, Business Analysis, Microsoft Office, Social Media, Operations, Customer Experience, Start-ups, Business Planning
Education
Northeastern University 2010 — 2014
BSBA: Finance & Entrepreneurship
John Cabot University 2013 — 2013
Entrepreneurship/Entrepreneurial Studies
London School of Economics and Political Science 2012 — 2012
Finance
Emily Scanlon Emily Scanlon's Global Atlantic Financial Group Limited Experience October 2013 - March 2015
Job Sr. Internal Wholesaler at Fidelity & Guaranty Life
Industry Insurance
Experience
Aspen Athletic Clubs June 2011 - Present
Fidelity & Guaranty Life March 2015 - Present
Global Atlantic Financial Group Limited October 2013 - March 2015
Aviva USA July 2012 - March 2015
Aviva USA July 2011 - July 2012
Z.E.N. Pet Care May 2007 - November 2010
Programs In Counseling, Resources for Human Development August 2005 - May 2007
Skills
Leadership, Marketing, Life Insurance, Budgets, Insurance, Sales, Training, Entrepreneurship, Employee Benefits, Process Improvement, Insurance Brokerage, Management, Term Life Insurance, CRM, Customer Service, Team Building, Business Development, New Business Development, Interviews, Permanent Life Insurance, Recruiting, Underwriting, Account Management, Fixed Annuities, Customer Retention, Financial Planning, Business Planning, Strategic Planning
Education
Muhlenberg College 2001 — 2005
B.A., Psychology, Dance
Valley High School
Aspen Athletic Clubs June 2011 - Present
Fidelity & Guaranty Life March 2015 - Present
Global Atlantic Financial Group Limited October 2013 - March 2015
Aviva USA July 2012 - March 2015
Aviva USA July 2011 - July 2012
Z.E.N. Pet Care May 2007 - November 2010
Programs In Counseling, Resources for Human Development August 2005 - May 2007
Skills
Leadership, Marketing, Life Insurance, Budgets, Insurance, Sales, Training, Entrepreneurship, Employee Benefits, Process Improvement, Insurance Brokerage, Management, Term Life Insurance, CRM, Customer Service, Team Building, Business Development, New Business Development, Interviews, Permanent Life Insurance, Recruiting, Underwriting, Account Management, Fixed Annuities, Customer Retention, Financial Planning, Business Planning, Strategic Planning
Education
Muhlenberg College 2001 — 2005
B.A., Psychology, Dance
Valley High School
Samantha Wohlfrom's Global Atlantic Financial Group Limited Experience January 2014 - Present
Job Claims Specialist at Forethought Financial Services, Inc.
Industry Insurance
Experience
Beachbody July 2014 - Present
Global Atlantic Financial Group Limited January 2014 - Present
Chipman Real Estate Inc November 2013 - Present
Forethought Financial Services, Inc. November 2003 - Present
Gardens Alive 2002 - 2003
Wal-Mart 2001 - 2002
Skills
Team Building, Sales, Fixed Annuities, Term Life Insurance, Time Management, Financial Services, Team Leadership, Recruiting, Negotiation, Retirement, Event Planning, Forecasting, Public Relations, Marketing Communications, Claim, Selling, Direct Sales, Advertising, Business Strategy, Risk Management, Training, Leadership, Public Speaking
Education
Ivy Tech Community College 2014 — 2014
Real Estate
Ivy Tech Community College 2003 — 2004
Paralegal
Beachbody July 2014 - Present
Global Atlantic Financial Group Limited January 2014 - Present
Chipman Real Estate Inc November 2013 - Present
Forethought Financial Services, Inc. November 2003 - Present
Gardens Alive 2002 - 2003
Wal-Mart 2001 - 2002
Skills
Team Building, Sales, Fixed Annuities, Term Life Insurance, Time Management, Financial Services, Team Leadership, Recruiting, Negotiation, Retirement, Event Planning, Forecasting, Public Relations, Marketing Communications, Claim, Selling, Direct Sales, Advertising, Business Strategy, Risk Management, Training, Leadership, Public Speaking
Education
Ivy Tech Community College 2014 — 2014
Real Estate
Ivy Tech Community College 2003 — 2004
Paralegal
Keaton Schut Keaton Schut's Global Atlantic Financial Group Limited Experience December 2014 - Present
Job Sales Consultant at Global Atlantic Financial
Industry Marketing and Advertising
Experience
Global Atlantic Financial Group Limited December 2014 - Present
Ryko Solutions, Inc. June 2014 - September 2014
eShipping June 2013 - August 2013
Kids West 2008 - 2012
Skills
PowerPoint, Social Media, Teamwork, Leadership, Customer Service, Marketing, Microsoft Word, Social Networking, Sales, Cold Calling, Microsoft Dynamics, 3PL, Freight, Time Management, Marketing Communications
Education
Bethel University 2010 — 2014
Business Marketing
Global Atlantic Financial Group Limited December 2014 - Present
Ryko Solutions, Inc. June 2014 - September 2014
eShipping June 2013 - August 2013
Kids West 2008 - 2012
Skills
PowerPoint, Social Media, Teamwork, Leadership, Customer Service, Marketing, Microsoft Word, Social Networking, Sales, Cold Calling, Microsoft Dynamics, 3PL, Freight, Time Management, Marketing Communications
Education
Bethel University 2010 — 2014
Business Marketing
Diana Briggs, PHR, SHRM-CP's Global Atlantic Financial Group Limited Experience January 2015 - Present
Job Sr HR Consultant L&OD, Global Atlantic
Industry Financial Services
Experience
Rodan + Fields March 2015 - Present
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic Financial Group Limited October 2013 - December 2014
Aviva USA September 2011 - October 2013
Aviva North America November 2009 - August 2011
Aviva USA March 2006 - October 2009
Skills
Talent Management, Employee Engagement, Employee Surveys, Onboarding, Performance Management, Succession Planning, Development Of Employees, Analysis, Coaching, Deferred Compensation, Employee Benefits, Human Resources, Management, Organizational..., Personnel Management, Policy, Stakeholder Management, Strategic Planning, Time Management, Workforce Planning, HR Consulting, Organizational..., Benefits Administration, Vendor Management, Career Development, HR Transformation, HRIS, Workshop Facilitation, New Hire Orientations, Performance Improvement, Team Leadership, Building Relationships, Change Management, Recruiting, Organizational Design, Employee Relations, HR Policies, Sourcing, FMLA, Workday, Organizational Learning, Employee Recognition, Mergers, Culture Change, Leadership Development, Interviews, Leadership, Strategy, Consulting, Insurance
Education
Keller Graduate School of Management of DeVry University 2004 — 2005
MHRM, Human Resource Management
University of Iowa 2000 — 2004
BA, Psychology
Rodan + Fields March 2015 - Present
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic Financial Group Limited October 2013 - December 2014
Aviva USA September 2011 - October 2013
Aviva North America November 2009 - August 2011
Aviva USA March 2006 - October 2009
Skills
Talent Management, Employee Engagement, Employee Surveys, Onboarding, Performance Management, Succession Planning, Development Of Employees, Analysis, Coaching, Deferred Compensation, Employee Benefits, Human Resources, Management, Organizational..., Personnel Management, Policy, Stakeholder Management, Strategic Planning, Time Management, Workforce Planning, HR Consulting, Organizational..., Benefits Administration, Vendor Management, Career Development, HR Transformation, HRIS, Workshop Facilitation, New Hire Orientations, Performance Improvement, Team Leadership, Building Relationships, Change Management, Recruiting, Organizational Design, Employee Relations, HR Policies, Sourcing, FMLA, Workday, Organizational Learning, Employee Recognition, Mergers, Culture Change, Leadership Development, Interviews, Leadership, Strategy, Consulting, Insurance
Education
Keller Graduate School of Management of DeVry University 2004 — 2005
MHRM, Human Resource Management
University of Iowa 2000 — 2004
BA, Psychology
Leann Yates Leann Yates's Global Atlantic Financial Group Limited Experience December 2011 - Present
Job Life New Business Manager at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited December 2011 - Present
Marsh August 2007 - December 2011
Meredith Corporation May 2006 - May 2007
Maytag Appliances December 2000 - May 2006
Principal Financial Group August 1993 - December 2000
Skills
Insurance, Life Insurance, Health Insurance, Management, Term Life Insurance, General Insurance
Education
Iowa State University
Bachelor's Degree
Global Atlantic Financial Group Limited December 2011 - Present
Marsh August 2007 - December 2011
Meredith Corporation May 2006 - May 2007
Maytag Appliances December 2000 - May 2006
Principal Financial Group August 1993 - December 2000
Skills
Insurance, Life Insurance, Health Insurance, Management, Term Life Insurance, General Insurance
Education
Iowa State University
Bachelor's Degree
Christopher Reagan's Global Atlantic Financial Group Limited Experience December 2013 - Present
Job Accountant
Industry Research
Experience
Global Atlantic Financial Group Limited December 2013 - Present
CorVel Corporation September 2012 - November 2013
Franklin's August 2010 - August 2012
King Street Summer Camp June 2010 - August 2011
King Street Summer Camp July 2001 - June 2010
Piccadilly Pub December 2007 - August 2008
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelors, Accounting
University of Massachusetts Dartmouth- Charlton College of Business
Accounting Major
Global Atlantic Financial Group Limited December 2013 - Present
CorVel Corporation September 2012 - November 2013
Franklin's August 2010 - August 2012
King Street Summer Camp June 2010 - August 2011
King Street Summer Camp July 2001 - June 2010
Piccadilly Pub December 2007 - August 2008
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelors, Accounting
University of Massachusetts Dartmouth- Charlton College of Business
Accounting Major
Darryl Pinsker Darryl Pinsker's Global Atlantic Financial Group Limited Experience May 2015 - Present
Job Vice President, Assistant General Counsel at Global Atlantic Financial Group Limited
Industry Law Practice
Experience
Global Atlantic Financial Group Limited May 2015 - Present
Morgan, Lewis & Bockius LLP December 2006 - May 2015
Remsenberg Capital May 2006 - October 2006
Cadwalader, Wickersham & Taft LLP September 2002 - April 2006
Skills
Private Equity, Finance, Restructuring, Investments, Cash Flow, Leveraged Finance, Hedge Funds, Loans, Debt Restructuring
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1999 — 2002
Doctor of Law (J.D.)
Syracuse University 1995 — 1999
Global Atlantic Financial Group Limited May 2015 - Present
Morgan, Lewis & Bockius LLP December 2006 - May 2015
Remsenberg Capital May 2006 - October 2006
Cadwalader, Wickersham & Taft LLP September 2002 - April 2006
Skills
Private Equity, Finance, Restructuring, Investments, Cash Flow, Leveraged Finance, Hedge Funds, Loans, Debt Restructuring
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1999 — 2002
Doctor of Law (J.D.)
Syracuse University 1995 — 1999
Brett Phelps Brett Phelps's Global Atlantic Financial Group Limited Experience January 2015 - Present
Job IT Service Manager at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited January 2015 - Present
Randstad Technologies / Farm Bureau Financial Services March 2013 - January 2015
Aviva Life & Annuity November 2012 - February 2013
Aviva Life & Annuity August 2008 - November 2012
Wells Fargo 2000 - 2008
Kum & Go 1998 - 2000
Principal Financial Group 1995 - 1998
Skills
IT Service Management, Vendor Management, SDLC, Disaster Recovery, Business Analysis, IT Management, IT Strategy, Process Improvement, Business Requirements, Visio, SharePoint, Project Portfolio..., ITIL, Requirements Gathering, Business Continuity, Active Directory, Change Management, Citrix, PMO, Enterprise Architecture, Commitment to Customer..., Customer Advocacy, Service Desk Management, Desktop Support..., Business Process..., Security, Business Process, Information Technology, System Deployment, Management, Cross-functional Team..., Service Delivery, Incident Management, Customer Service
Education
Simpson College
Management
Simpson College
Global Atlantic Financial Group Limited January 2015 - Present
Randstad Technologies / Farm Bureau Financial Services March 2013 - January 2015
Aviva Life & Annuity November 2012 - February 2013
Aviva Life & Annuity August 2008 - November 2012
Wells Fargo 2000 - 2008
Kum & Go 1998 - 2000
Principal Financial Group 1995 - 1998
Skills
IT Service Management, Vendor Management, SDLC, Disaster Recovery, Business Analysis, IT Management, IT Strategy, Process Improvement, Business Requirements, Visio, SharePoint, Project Portfolio..., ITIL, Requirements Gathering, Business Continuity, Active Directory, Change Management, Citrix, PMO, Enterprise Architecture, Commitment to Customer..., Customer Advocacy, Service Desk Management, Desktop Support..., Business Process..., Security, Business Process, Information Technology, System Deployment, Management, Cross-functional Team..., Service Delivery, Incident Management, Customer Service
Education
Simpson College
Management
Simpson College
Gail Nichols's Global Atlantic Financial Group Limited Experience May 2014 - Present
Job CEO of Willow Consortium LLC, Professional Speaker, Author of Safe Wealth Creation
Industry Financial Services
Experience
Agency Growth Academy September 2015 - Present
Willow Consortium LLC January 2012 - Present
Global Atlantic Financial Group Limited May 2014 - Present
Athene Holding December 2013 - Present
Aflac February 2012 - Present
Google September 2012 - Present
The Now Mall 2000 - Present
Federal Financial Group June 2013 - June 2015
Agency Growth Academy 2015 - 2015
Agency Growth Academy 2015 - 2015
Skills
Account Management, Business Strategy, Customer Relations, E-commerce, Social Networking, Loyalty Programs, Call Center, Retail, Customer Service, New Business Development, Negotiation, Sales Management, Online Marketing, Strategic Planning, B2B, Customer Satisfaction, Marketing Strategy, Team Leadership, Change Management, E-business, Key Account Management, Budgeting, Consultative Selling, Market Research, Team Building, Digital Marketing, Forecasting, Business Analysis, Direct Marketing, IVR, Social Media, Multi-channel Marketing, Contract Negotiation, Business Management, Operations Management, Annuities, Customer Loyalty, Profitability, B2C, Competitive Analysis, Market Planning, Strategic Partnerships, Customer Acquisition, Strategy Development, Product Marketing, Business Planning, Lead Generation, Customer Retention, Investment Strategies, Marketing
Education
FINRA Financial Industry Regulatory Authority 1980 — 1981
Registered Representative, Series 7 Securities License
CAIFA Canadian Association of Insurance and Financial Advisors 1982 — 1983
Life Insurance Sales, Life Licensing Qualification Program (LLQP)
Greenlight Insurance Training 2012 — 2012
Life Insurance Including Variable Annuity & Health, A+
Durham College 1971 — 1972
Real Estate Sales, Residential Real Estate
Toronto East General Hospital School of Nursing 1966 — 1969
R.N., Nursing
Agency Growth Academy September 2015 - Present
Willow Consortium LLC January 2012 - Present
Global Atlantic Financial Group Limited May 2014 - Present
Athene Holding December 2013 - Present
Aflac February 2012 - Present
Google September 2012 - Present
The Now Mall 2000 - Present
Federal Financial Group June 2013 - June 2015
Agency Growth Academy 2015 - 2015
Agency Growth Academy 2015 - 2015
Skills
Account Management, Business Strategy, Customer Relations, E-commerce, Social Networking, Loyalty Programs, Call Center, Retail, Customer Service, New Business Development, Negotiation, Sales Management, Online Marketing, Strategic Planning, B2B, Customer Satisfaction, Marketing Strategy, Team Leadership, Change Management, E-business, Key Account Management, Budgeting, Consultative Selling, Market Research, Team Building, Digital Marketing, Forecasting, Business Analysis, Direct Marketing, IVR, Social Media, Multi-channel Marketing, Contract Negotiation, Business Management, Operations Management, Annuities, Customer Loyalty, Profitability, B2C, Competitive Analysis, Market Planning, Strategic Partnerships, Customer Acquisition, Strategy Development, Product Marketing, Business Planning, Lead Generation, Customer Retention, Investment Strategies, Marketing
Education
FINRA Financial Industry Regulatory Authority 1980 — 1981
Registered Representative, Series 7 Securities License
CAIFA Canadian Association of Insurance and Financial Advisors 1982 — 1983
Life Insurance Sales, Life Licensing Qualification Program (LLQP)
Greenlight Insurance Training 2012 — 2012
Life Insurance Including Variable Annuity & Health, A+
Durham College 1971 — 1972
Real Estate Sales, Residential Real Estate
Toronto East General Hospital School of Nursing 1966 — 1969
R.N., Nursing
Dane Hopwood's Global Atlantic Financial Group Limited Experience July 2014 - August 2014
Job Prospective 2016 Drake Law School JD candidate
Industry Law Practice
Experience
Drake University August 2013 - Present
Global Atlantic Financial Group Limited July 2014 - August 2014
Story County Attorney's Office May 2014 - July 2014
Aerotek June 2012 - June 2013
Drake University August 2010 - May 2012
Iowa Legal Aid January 2011 - May 2011
Skills
PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Research, Microsoft Excel, Social Media, Facebook, Editing, Access, Legal Research, Legal Writing, Higher Education, Teamwork, Critical Thinking, Community Outreach, Time Management, Customer Service
Education
Drake University 2010 — 2012
Bachelor of Arts (B.A.), Law, Politics, and Society, 3.0
Marshalltown Community College 2008 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.6
Drake University August 2013 - Present
Global Atlantic Financial Group Limited July 2014 - August 2014
Story County Attorney's Office May 2014 - July 2014
Aerotek June 2012 - June 2013
Drake University August 2010 - May 2012
Iowa Legal Aid January 2011 - May 2011
Skills
PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Research, Microsoft Excel, Social Media, Facebook, Editing, Access, Legal Research, Legal Writing, Higher Education, Teamwork, Critical Thinking, Community Outreach, Time Management, Customer Service
Education
Drake University 2010 — 2012
Bachelor of Arts (B.A.), Law, Politics, and Society, 3.0
Marshalltown Community College 2008 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.6
Robert Zellner's Global Atlantic Financial Group Limited Experience May 2015 - Present
Job Analyst
Industry Financial Services
Experience
Global Atlantic Financial Group Limited May 2015 - Present
Boston Financial Data Services July 2013 - May 2015
State Street January 2011 - June 2013
State Street October 2008 - December 2010
Merrill Lynch September 2007 - January 2008
Skills
Auditing, Time Management, Bloomberg, Bloomberg Terminal, Risk Management, Financial Reporting, Microsoft Excel, Accounting
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts, Business & Economics
Global Atlantic Financial Group Limited May 2015 - Present
Boston Financial Data Services July 2013 - May 2015
State Street January 2011 - June 2013
State Street October 2008 - December 2010
Merrill Lynch September 2007 - January 2008
Skills
Auditing, Time Management, Bloomberg, Bloomberg Terminal, Risk Management, Financial Reporting, Microsoft Excel, Accounting
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts, Business & Economics
Nicholas Pompei Nicholas Pompei's Global Atlantic Financial Group Limited Experience September 2013 - November 2014
Job Tax Accountant at BJ's Wholesale Club
Industry Accounting
Experience
BJ's Wholesale Club November 2014 - Present
Global Atlantic Financial Group Limited September 2013 - November 2014
Noseworthy Financial Services February 2013 - April 2013
Love, Jarominski & Raymond February 2013 - April 2013
Robert C. Alario PC CPA September 2012 - January 2013
Cheesecake Factory April 2010 - July 2011
Lidios Restaurant June 2003 - March 2010
Skills
Time Management, Training, Sales, Management, Forecasting, Microsoft Excel, Tax, QuickBooks, Data Analysis, Auditing, Payroll
Education
Nichols College 2014 — 2017
Master's degree, Accounting
Fitchburg State College 2008 — 2012
Bachelors, Accounting
Johnson & Wales University 2001 — 2003
Associates, Culinary Arts
Mount Wachusett Community College
Associates, Business Administration
Oakmont Regional
St Bernard's 1998 — 1999
BJ's Wholesale Club November 2014 - Present
Global Atlantic Financial Group Limited September 2013 - November 2014
Noseworthy Financial Services February 2013 - April 2013
Love, Jarominski & Raymond February 2013 - April 2013
Robert C. Alario PC CPA September 2012 - January 2013
Cheesecake Factory April 2010 - July 2011
Lidios Restaurant June 2003 - March 2010
Skills
Time Management, Training, Sales, Management, Forecasting, Microsoft Excel, Tax, QuickBooks, Data Analysis, Auditing, Payroll
Education
Nichols College 2014 — 2017
Master's degree, Accounting
Fitchburg State College 2008 — 2012
Bachelors, Accounting
Johnson & Wales University 2001 — 2003
Associates, Culinary Arts
Mount Wachusett Community College
Associates, Business Administration
Oakmont Regional
St Bernard's 1998 — 1999
Angela Clair, PHR, SHRM CP's Global Atlantic Financial Group Limited Experience August 2011 - Present
Job HR Generalist at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited August 2011 - Present
GSI Commerce a subsidiary of ebay May 2007 - August 2011
Discovery Communications 1998 - 2007
Skills
Onboarding, Human Resources, Employee Relations, HRIS, Benefits Administration, Employee Benefits, Personnel Management, Leadership, Performance Appraisal, Recruiting, Payroll, FMLA
Education
Indiana University East 2015 — 2016
Bachelor’s Degree, Business Management - Human Resources
Ivy Tech Community College 2006 — 2011
Business Administration & Human Resources Management
Global Atlantic Financial Group Limited August 2011 - Present
GSI Commerce a subsidiary of ebay May 2007 - August 2011
Discovery Communications 1998 - 2007
Skills
Onboarding, Human Resources, Employee Relations, HRIS, Benefits Administration, Employee Benefits, Personnel Management, Leadership, Performance Appraisal, Recruiting, Payroll, FMLA
Education
Indiana University East 2015 — 2016
Bachelor’s Degree, Business Management - Human Resources
Ivy Tech Community College 2006 — 2011
Business Administration & Human Resources Management
Jeffrey Monaco Jeffrey Monaco's Global Atlantic Financial Group Limited Experience October 2013 - May 2014
Job Accounting Analyst at Berkeley Point Capital LLC
Industry Accounting
Experience
Berkeley Point Capital LLC December 2014 - Present
Eaton Vance August 2014 - December 2014
Global Atlantic Financial Group Limited October 2013 - May 2014
CUC Mortgage Corporation February 2013 - July 2013
Sidney Albert Albany JCC July 2011 - August 2011
NYSUT June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Account Reconciliation, QuickBooks, Time Management, Facebook, Accounts Payable, SAP, Social Networking, Financial Statements, General Ledger, PeopleSoft, Wings, Statutory Accounting, Essbase, nVision, Concur, Great Plains Software
Education
Quinnipiac University 2008 — 2013
Bachelor's Degree, Accounting
Berkeley Point Capital LLC December 2014 - Present
Eaton Vance August 2014 - December 2014
Global Atlantic Financial Group Limited October 2013 - May 2014
CUC Mortgage Corporation February 2013 - July 2013
Sidney Albert Albany JCC July 2011 - August 2011
NYSUT June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Account Reconciliation, QuickBooks, Time Management, Facebook, Accounts Payable, SAP, Social Networking, Financial Statements, General Ledger, PeopleSoft, Wings, Statutory Accounting, Essbase, nVision, Concur, Great Plains Software
Education
Quinnipiac University 2008 — 2013
Bachelor's Degree, Accounting
Ken Weingart's Global Atlantic Financial Group Limited Experience 2011 - Present
Job Assistant Vice President at Global Atlantic Financial Group
Industry Insurance
Experience
Global Atlantic Financial Group Limited 2011 - Present
Indiana Farm Bureau April 2001 - April 2011
Skills
Actuarial Science, Life Insurance, Fixed Annuities, Insurance, Health Insurance, Management, Term Life Insurance, Property & Casualty..., Risk Management, Financial Reporting, Valuation, Retirement, Reinsurance, Strategic Planning
Education
Purdue University 1989 — 1994
Global Atlantic Financial Group Limited 2011 - Present
Indiana Farm Bureau April 2001 - April 2011
Skills
Actuarial Science, Life Insurance, Fixed Annuities, Insurance, Health Insurance, Management, Term Life Insurance, Property & Casualty..., Risk Management, Financial Reporting, Valuation, Retirement, Reinsurance, Strategic Planning
Education
Purdue University 1989 — 1994
John A. Waller Jr. John A. Waller Jr.'s Global Atlantic Financial Group Limited Experience February 2013 - August 2014
Job Attorney
Industry Financial Services
Experience
Capital One March 2015 - Present
Global Atlantic Financial Group Limited February 2013 - August 2014
Salento Wine Cafe August 2012 - February 2013
The Cellar August 2008 - April 2012
US EPA May 2011 - July 2011
United States District Court Eastern District of Virginia January 2011 - April 2011
Sierra Club Virginia Chapter September 2010 - December 2010
Southern Environmental Law Center May 2010 - August 2010
Banana Republic / Gap Inc. September 2009 - January 2010
University of Richmond Law School August 2009 - December 2009
Skills
Legal Writing, Legal Research, Litigation, Research, Negotiation, Theatre, Westlaw, Legislation, Alternative Dispute..., Leadership, Civil Litigation, Policy Analysis, Customer Service, Analytical Skills, Oral & Written..., International Law, Acting, Team-oriented, Manage Complex Projects, Creative Solutions, Deal Execution, Networking, Corporate Governance, Active Learning, Reading Comprehension, Judgment and Decision..., Persuasion, Active Listener, GIS software, Network Builder, Creative Problem Solver, Works Well Under..., Team Management, Confidence Building, Deal Maker, Professional, Productive, Public Service Oriented, Highly committed, Detail Oriented, Confident Decision Maker, Good Judgment, Insurance Regulation, Corporate Transactional, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Corporate Law, Writing
Education
University of Richmond School of Law 2008 — 2012
Juris Doctor, Law
Virginia Commonwealth University 2008 — 2012
Master's degree, Urban and Regional Planning
University of Indianapolis 2004 — 2008
Bachelor of Science (B.S.), Theatre
Capital One March 2015 - Present
Global Atlantic Financial Group Limited February 2013 - August 2014
Salento Wine Cafe August 2012 - February 2013
The Cellar August 2008 - April 2012
US EPA May 2011 - July 2011
United States District Court Eastern District of Virginia January 2011 - April 2011
Sierra Club Virginia Chapter September 2010 - December 2010
Southern Environmental Law Center May 2010 - August 2010
Banana Republic / Gap Inc. September 2009 - January 2010
University of Richmond Law School August 2009 - December 2009
Skills
Legal Writing, Legal Research, Litigation, Research, Negotiation, Theatre, Westlaw, Legislation, Alternative Dispute..., Leadership, Civil Litigation, Policy Analysis, Customer Service, Analytical Skills, Oral & Written..., International Law, Acting, Team-oriented, Manage Complex Projects, Creative Solutions, Deal Execution, Networking, Corporate Governance, Active Learning, Reading Comprehension, Judgment and Decision..., Persuasion, Active Listener, GIS software, Network Builder, Creative Problem Solver, Works Well Under..., Team Management, Confidence Building, Deal Maker, Professional, Productive, Public Service Oriented, Highly committed, Detail Oriented, Confident Decision Maker, Good Judgment, Insurance Regulation, Corporate Transactional, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Corporate Law, Writing
Education
University of Richmond School of Law 2008 — 2012
Juris Doctor, Law
Virginia Commonwealth University 2008 — 2012
Master's degree, Urban and Regional Planning
University of Indianapolis 2004 — 2008
Bachelor of Science (B.S.), Theatre
James Chrystal's Global Atlantic Financial Group Limited Experience October 2013 - Present
Job VP Information Technology at Global Atlantic Financial Group Limited
Industry Computer Software
Experience
Global Atlantic Financial Group Limited October 2013 - Present
Chrystal Consulting, Inc. January 2005 - Present
Aviva USA August 2012 - October 2013
Aviva USA April 2010 - August 2012
Aviva USA 2007 - April 2010
Source Allies, Inc. July 2007 - March 2010
Red 5 Interactive, Inc. January 2000 - December 2004
Communications Data Services 1995 - 1999
Skills
SDLC, Agile Methodologies, Spring, SQL, Scrum, SOA, Java, Hibernate, JSF, Integration, Software Development, Strategy, Tomcat, Web Development, Web Services, Business Analysis, Management, Process Improvement, Vendor Management
Education
Iowa State University 1987 — 1993
BBA, MIS, Computer Science, Engineering
Grand View College 1990 — 1991
Global Atlantic Financial Group Limited October 2013 - Present
Chrystal Consulting, Inc. January 2005 - Present
Aviva USA August 2012 - October 2013
Aviva USA April 2010 - August 2012
Aviva USA 2007 - April 2010
Source Allies, Inc. July 2007 - March 2010
Red 5 Interactive, Inc. January 2000 - December 2004
Communications Data Services 1995 - 1999
Skills
SDLC, Agile Methodologies, Spring, SQL, Scrum, SOA, Java, Hibernate, JSF, Integration, Software Development, Strategy, Tomcat, Web Development, Web Services, Business Analysis, Management, Process Improvement, Vendor Management
Education
Iowa State University 1987 — 1993
BBA, MIS, Computer Science, Engineering
Grand View College 1990 — 1991
Christopher Ossowski's Global Atlantic Financial Group Limited Experience January 2015 - Present
Job Strategy & Business Development at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic Financial Group Limited November 2013 - Present
Credit Suisse November 2008 - October 2013
Lehman Brothers January 2008 - October 2008
U.S. Department of State September 2005 - December 2005
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
M.Sc., European Political Economy
Lomonosov Moscow State University (MSU) 2006 — 2006
Georgetown University - School of Foreign Service 2003 — 2005
B.Sc., International Political Economy
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic Financial Group Limited November 2013 - Present
Credit Suisse November 2008 - October 2013
Lehman Brothers January 2008 - October 2008
U.S. Department of State September 2005 - December 2005
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
M.Sc., European Political Economy
Lomonosov Moscow State University (MSU) 2006 — 2006
Georgetown University - School of Foreign Service 2003 — 2005
B.Sc., International Political Economy
David Durant's Global Atlantic Financial Group Limited Experience September 2013 - Present
Job AVP at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited September 2013 - Present
Sun Life September 2008 - September 2013
John Hancock March 2006 - August 2008
Aviva Life Insurance January 2004 - March 2006
Education
University of California, Davis 1994 — 1995
MA, Mathematics
Harvard University 1990 — 1994
Global Atlantic Financial Group Limited September 2013 - Present
Sun Life September 2008 - September 2013
John Hancock March 2006 - August 2008
Aviva Life Insurance January 2004 - March 2006
Education
University of California, Davis 1994 — 1995
MA, Mathematics
Harvard University 1990 — 1994
Nicholas Senckowski's Global Atlantic Financial Group Limited Experience April 2015 - Present
Job Associate at Global Atlantic Financial Group Limited
Industry Investment Management
Experience
Global Atlantic Financial Group Limited April 2015 - Present
Liberty Mutual Group Asset Management Inc. 2013 - March 2015
State Street April 2012 - January 2013
State Street Corporation September 2006 - April 2012
State Street July 2005 - September 2006
Skills
Fixed Income, Capital Markets, Trading, Banking, Treasury, Money Market, Bloomberg, Derivatives, Equities, Bonds, Investment Management, Securities, FX Options, Series 7, Series 63, Hedge Funds, Investments, Financial Analysis, Financial Modeling
Education
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2005
Bachelor of Science (B.S.), Finance, General
University of Massachusetts, Amherst
Global Atlantic Financial Group Limited April 2015 - Present
Liberty Mutual Group Asset Management Inc. 2013 - March 2015
State Street April 2012 - January 2013
State Street Corporation September 2006 - April 2012
State Street July 2005 - September 2006
Skills
Fixed Income, Capital Markets, Trading, Banking, Treasury, Money Market, Bloomberg, Derivatives, Equities, Bonds, Investment Management, Securities, FX Options, Series 7, Series 63, Hedge Funds, Investments, Financial Analysis, Financial Modeling
Education
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2005
Bachelor of Science (B.S.), Finance, General
University of Massachusetts, Amherst
Koh Sook's Global Atlantic Financial Group Limited Experience March 2014 - Present
Job AVP of Financial Modeling at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited March 2014 - Present
Aviva August 2012 - March 2014
Aviva Life Insurance March 2009 - August 2012
Aviva Life Insurance Company October 2007 - March 2009
AEGON Americas July 2005 - September 2007
Skills
Pricing, Financial Reporting, Financial Modeling, VBA, Embedded Value, MCEV, TAS, MoSes, MG-ALFA, Actuarial Science, Life Insurance, ALM
Education
University of Nebraska-Lincoln 2000 — 2005
Global Atlantic Financial Group Limited March 2014 - Present
Aviva August 2012 - March 2014
Aviva Life Insurance March 2009 - August 2012
Aviva Life Insurance Company October 2007 - March 2009
AEGON Americas July 2005 - September 2007
Skills
Pricing, Financial Reporting, Financial Modeling, VBA, Embedded Value, MCEV, TAS, MoSes, MG-ALFA, Actuarial Science, Life Insurance, ALM
Education
University of Nebraska-Lincoln 2000 — 2005
Laural Watson's Global Atlantic Financial Group Limited Experience June 2014 - Present
Job Project Manager at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited June 2014 - Present
Athene, previously Aviva February 2011 - May 2014
Sogeti January 2007 - February 2011
Sprint October 2000 - January 2007
Sprint July 1999 - October 2000
Professional Data Systems June 1998 - July 1999
Valmont Industries September 1996 - June 1998
Skills
SDLC, Business Analysis, Business Process..., Vendor Management, Visio, Requirements Analysis, Agile Methodologies, Project Management, PMP, Software Project...
Education
Northwest Missouri State University 1992 — 1996
BS, Marketing & Management
Global Atlantic Financial Group Limited June 2014 - Present
Athene, previously Aviva February 2011 - May 2014
Sogeti January 2007 - February 2011
Sprint October 2000 - January 2007
Sprint July 1999 - October 2000
Professional Data Systems June 1998 - July 1999
Valmont Industries September 1996 - June 1998
Skills
SDLC, Business Analysis, Business Process..., Vendor Management, Visio, Requirements Analysis, Agile Methodologies, Project Management, PMP, Software Project...
Education
Northwest Missouri State University 1992 — 1996
BS, Marketing & Management
Ilya Finkler's Global Atlantic Financial Group Limited Experience January 2015 - Present
Job Senior Vice President at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic Financial Group Limited May 2013 - December 2014
Goldman Sachs January 2011 - April 2013
Goldman Sachs March 2008 - December 2010
Harvard University September 2001 - March 2008
The Ohio State University September 1996 - May 2001
Skills
Quantitative Finance, Quantitative Analytics, Financial Modeling, Physics, Mathematical Modeling, Monte Carlo Simulation, Data Analysis, Derivatives, Statistical Modeling
Education
Harvard University 2001 — 2008
PhD, Theoretical Condensed Matter Physics
The Ohio State University 1996 — 2001
BS, Physics, Mathematics
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic Financial Group Limited May 2013 - December 2014
Goldman Sachs January 2011 - April 2013
Goldman Sachs March 2008 - December 2010
Harvard University September 2001 - March 2008
The Ohio State University September 1996 - May 2001
Skills
Quantitative Finance, Quantitative Analytics, Financial Modeling, Physics, Mathematical Modeling, Monte Carlo Simulation, Data Analysis, Derivatives, Statistical Modeling
Education
Harvard University 2001 — 2008
PhD, Theoretical Condensed Matter Physics
The Ohio State University 1996 — 2001
BS, Physics, Mathematics
Kris Anderson's Global Atlantic Financial Group Limited Experience October 2013 - Present
Job AVP Marketing Operations at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited October 2013 - Present
Aviva April 2012 - October 2013
Midwest Project Partners January 2007 - April 2012
LoBue Associates June 1997 - December 2006
Norwest Mortgage April 1993 - June 1997
Skills
Program Management, Project Management, Process Improvement, Change Management, Business Analysis, Strategic Planning, Management Consulting, Process Engineering, Business Strategy, Organizational..., Contract Negotiation, Business Planning, Analysis, Call Center, Marketing Operations, Vendor Management, Business Process..., Risk Management, Insurance, Leadership, Management, Marketing
Education
Duke University 1988 — 1992
Bachelor of Arts (B.A.), Public Policy Studies
The University of Glasgow 1991 — 1991
Global Atlantic Financial Group Limited October 2013 - Present
Aviva April 2012 - October 2013
Midwest Project Partners January 2007 - April 2012
LoBue Associates June 1997 - December 2006
Norwest Mortgage April 1993 - June 1997
Skills
Program Management, Project Management, Process Improvement, Change Management, Business Analysis, Strategic Planning, Management Consulting, Process Engineering, Business Strategy, Organizational..., Contract Negotiation, Business Planning, Analysis, Call Center, Marketing Operations, Vendor Management, Business Process..., Risk Management, Insurance, Leadership, Management, Marketing
Education
Duke University 1988 — 1992
Bachelor of Arts (B.A.), Public Policy Studies
The University of Glasgow 1991 — 1991
Josh Groom's Global Atlantic Financial Group Limited Experience August 2015 - Present
Job Senior Systems Administrator
Industry Information Technology and Services
Experience
Global Atlantic Financial Group Limited August 2015 - Present
IP Pathways June 2014 - April 2015
IP Pathways December 2009 - June 2014
Ruan Transport Corporation 2008 - December 2009
Wells Fargo Financial February 2004 - November 2008
Wells Fargo September 2003 - February 2005
Des Moines Area Community College January 2001 - August 2003
Skills
Active Directory, VMware, Windows 7, Windows, Cisco, Microsoft Exchange, Windows Server, Cisco UCS, VMware ESX, ESXi, VMware View, VMware Certified..., vCenter Server, Microsoft Technologies, NetApp, Cisco Technologies, Cloud Computing, Switches, Storage, Virtualization, Data Center, Servers, Networking, IIS
Education
Des Moines Area Community College 2001 — 2003
Information Technology - Network Administration, Information Technology - Network Administration
Global Atlantic Financial Group Limited August 2015 - Present
IP Pathways June 2014 - April 2015
IP Pathways December 2009 - June 2014
Ruan Transport Corporation 2008 - December 2009
Wells Fargo Financial February 2004 - November 2008
Wells Fargo September 2003 - February 2005
Des Moines Area Community College January 2001 - August 2003
Skills
Active Directory, VMware, Windows 7, Windows, Cisco, Microsoft Exchange, Windows Server, Cisco UCS, VMware ESX, ESXi, VMware View, VMware Certified..., vCenter Server, Microsoft Technologies, NetApp, Cisco Technologies, Cloud Computing, Switches, Storage, Virtualization, Data Center, Servers, Networking, IIS
Education
Des Moines Area Community College 2001 — 2003
Information Technology - Network Administration, Information Technology - Network Administration
Christine Milecki-Buonomo's Global Atlantic Financial Group Limited Experience April 2014 - Present
Job AVP of Tax at Global Atlantic Financial Group Limited
Industry Accounting
Experience
Global Atlantic Financial Group Limited April 2014 - Present
Ernst & Young July 2005 - April 2014
The Hanover Insurance Group 2001 - 2005
TJX 1998 - 2001
Skills
Income Tax, Tax, Tax Research, Corporate Tax, Financial Reporting, Tax Accounting, IRS Enrolled Agent, Accounting, FIN 48, Financial Statements, IFRS, GAAP, International Tax
Education
Bryant University 2004 — 2008
MST, Master of Science in Taxation
Global Atlantic Financial Group Limited April 2014 - Present
Ernst & Young July 2005 - April 2014
The Hanover Insurance Group 2001 - 2005
TJX 1998 - 2001
Skills
Income Tax, Tax, Tax Research, Corporate Tax, Financial Reporting, Tax Accounting, IRS Enrolled Agent, Accounting, FIN 48, Financial Statements, IFRS, GAAP, International Tax
Education
Bryant University 2004 — 2008
MST, Master of Science in Taxation
Ray Conforti's Global Atlantic Financial Group Limited Experience January 2014 - Present
Job Assistant Vice President, Content & Corporate Marketing at Global Atlantic Financial Group Limited
Industry Marketing and Advertising
Experience
Global Atlantic Financial Group Limited January 2014 - Present
Forethought Financial Group, Inc. January 2013 - January 2014
The Hartford September 2010 - December 2012
The Hartford 2008 - August 2010
The Hartford 2001 - 2008
ING Financial Partners 2001 - 2004
The Forman School 1998 - 2001
Skills
Copywriting, Concept Generation, Situational Leadership, Strategic Thinking, Project Execution, Self-driven, Marketing Strategy, Marketing Communications, Idea Generation, Life Insurance, Annuities, Advertising, Corporate Communications, Creative Direction, Fixed Annuities, Marketing, Project Management, Strategy
Education
University of Hartford
Bachelor of Arts (B.A.), Communication
Global Atlantic Financial Group Limited January 2014 - Present
Forethought Financial Group, Inc. January 2013 - January 2014
The Hartford September 2010 - December 2012
The Hartford 2008 - August 2010
The Hartford 2001 - 2008
ING Financial Partners 2001 - 2004
The Forman School 1998 - 2001
Skills
Copywriting, Concept Generation, Situational Leadership, Strategic Thinking, Project Execution, Self-driven, Marketing Strategy, Marketing Communications, Idea Generation, Life Insurance, Annuities, Advertising, Corporate Communications, Creative Direction, Fixed Annuities, Marketing, Project Management, Strategy
Education
University of Hartford
Bachelor of Arts (B.A.), Communication
Vaibhav Beohar's Global Atlantic Financial Group Limited Experience July 2012 - Present
Job Financial Planning & Analysis Analyst
Industry Financial Services
Experience
Global Atlantic Financial Group Limited July 2012 - Present
University of Massachusetts Amherst September 2010 - June 2012
Goldman Sachs June 2011 - August 2011
CAIA Association May 2011 - May 2011
Goldman Sachs April 2007 - August 2010
Sigma Software Solutions July 2004 - December 2006
Skills
Java, SQL, Unix, Oracle, Databases, Agile Methodologies, Java Enterprise Edition, Insurance, Investment Accounting, Financial Analysis, Financial Reporting, Business Analysis, C++, Software Development, JavaScript, Perl, Software Project..., XML, Data Analysis, Visio, HTML, Requirements Analysis, C, C#, Accounting, SAS programming, Spring, Access, VBA
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
MBA, Finance
Rajiv Gandhi Technical University
Bachelor of Engineering, Computer Science
Global Atlantic Financial Group Limited July 2012 - Present
University of Massachusetts Amherst September 2010 - June 2012
Goldman Sachs June 2011 - August 2011
CAIA Association May 2011 - May 2011
Goldman Sachs April 2007 - August 2010
Sigma Software Solutions July 2004 - December 2006
Skills
Java, SQL, Unix, Oracle, Databases, Agile Methodologies, Java Enterprise Edition, Insurance, Investment Accounting, Financial Analysis, Financial Reporting, Business Analysis, C++, Software Development, JavaScript, Perl, Software Project..., XML, Data Analysis, Visio, HTML, Requirements Analysis, C, C#, Accounting, SAS programming, Spring, Access, VBA
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
MBA, Finance
Rajiv Gandhi Technical University
Bachelor of Engineering, Computer Science
Christopher Pavasaris's Global Atlantic Financial Group Limited Experience October 2014 - Present
Job Legal Compliance Analyst at Global Atlantic Financial Group Limited
Industry Government Administration
Experience
Global Atlantic Financial Group Limited October 2014 - Present
United Way of Greater New Haven July 2013 - September 2013
Hartford Hospital 2012 - 2012
United States Senate 2009 - 2012
United States Senate 2008 - 2009
United States Senate 2007 - 2008
U.S. House of Representatives May 2006 - August 2006
The Congressional Award June 2005 - July 2005
Massachusetts Senate & House June 2004 - July 2004
Skills
Legislative Relations, Community Outreach, Politics, Legislative Research, Grassroots Organizing, Political Campaigns, Public Policy, Policy Analysis, Coalitions
Education
Yale University 2011 — 2014
Master of Divinity (M.Div.), Religion/Religious Studies
Yale University 2011 — 2014
Certificate in Lutheran Studies, Religion/Religious Studies
The University of Connecticut 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Global Atlantic Financial Group Limited October 2014 - Present
United Way of Greater New Haven July 2013 - September 2013
Hartford Hospital 2012 - 2012
United States Senate 2009 - 2012
United States Senate 2008 - 2009
United States Senate 2007 - 2008
U.S. House of Representatives May 2006 - August 2006
The Congressional Award June 2005 - July 2005
Massachusetts Senate & House June 2004 - July 2004
Skills
Legislative Relations, Community Outreach, Politics, Legislative Research, Grassroots Organizing, Political Campaigns, Public Policy, Policy Analysis, Coalitions
Education
Yale University 2011 — 2014
Master of Divinity (M.Div.), Religion/Religious Studies
Yale University 2011 — 2014
Certificate in Lutheran Studies, Religion/Religious Studies
The University of Connecticut 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Russell Leuthold's Global Atlantic Financial Group Limited Experience October 2013 - Present
Job AVP Model Development at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited October 2013 - Present
Aviva USA July 2010 - September 2013
Thrivent Financial for Lutherans 2007 - 2010
Skills
Insurance, Fixed Annuities, Life Insurance, Actuarial Science, Risk Management
Education
University of Minnesota-Twin Cities 1996 — 1998
BS, Mathmatics
West Junior High
West Junior High
Global Atlantic Financial Group Limited October 2013 - Present
Aviva USA July 2010 - September 2013
Thrivent Financial for Lutherans 2007 - 2010
Skills
Insurance, Fixed Annuities, Life Insurance, Actuarial Science, Risk Management
Education
University of Minnesota-Twin Cities 1996 — 1998
BS, Mathmatics
West Junior High
West Junior High
Holly Robertson's Global Atlantic Financial Group Limited Experience 2014 - Present
Job Paralegal at Liberty Mutual Insurance
Industry Legal Services
Experience
Global Atlantic Financial Group Limited 2014 - Present
Liberty Mutual Insurance August 2010 - September 2014
ACES Power Marketing February 2008 - August 2010
Barnes & Thornburg LLP March 2000 - December 2005
Skills
Energy, Negotiation, Risk Management, Analysis, Strategic Planning, Management, Budgets, Strategy, Financial Analysis, Corporate Law, Contract Negotiation, Due Diligence, Mergers & Acquisitions, Microsoft Excel, Outlook, Research, Microsoft Word, Microsoft Office, Government, Contract Management, Litigation, Natural Gas, Legal Assistance, Legal Writing, Legal Research, Civil Litigation, Commercial Litigation
Education
Indiana Wesleyan University 2001 — 2003
B.S., Business/Management
Indiana Wesleyan University 2001 — 2003
B.S., Paralegal Studies & Certification
Global Atlantic Financial Group Limited 2014 - Present
Liberty Mutual Insurance August 2010 - September 2014
ACES Power Marketing February 2008 - August 2010
Barnes & Thornburg LLP March 2000 - December 2005
Skills
Energy, Negotiation, Risk Management, Analysis, Strategic Planning, Management, Budgets, Strategy, Financial Analysis, Corporate Law, Contract Negotiation, Due Diligence, Mergers & Acquisitions, Microsoft Excel, Outlook, Research, Microsoft Word, Microsoft Office, Government, Contract Management, Litigation, Natural Gas, Legal Assistance, Legal Writing, Legal Research, Civil Litigation, Commercial Litigation
Education
Indiana Wesleyan University 2001 — 2003
B.S., Business/Management
Indiana Wesleyan University 2001 — 2003
B.S., Paralegal Studies & Certification
Casey Bloom's Global Atlantic Financial Group Limited Experience October 2014 - January 2015
Job Collector 2 at Wells Fargo
Industry Staffing and Recruiting
Experience
Wells Fargo July 2015 - Present
General Dynamics Information Technology May 2015 - July 2015
Global Atlantic Financial Group Limited October 2014 - January 2015
Berkshire Hathaway Homestate Companies (Contract) September 2014 - October 2014
Iowa State University August 2013 - August 2014
Principal Financial Group (Contract) March 2013 - October 2013
DICE July 2012 - January 2013
University of Iowa January 2011 - December 2011
John Deere Credit February 2008 - June 2010
American Home Mortgage April 2007 - July 2007
Skills
Team Leadership, Microsoft Excel, Process Improvement, Credit, Financial Analysis, Access, PowerPoint, Public Speaking, Excel, Word, Fortran, Matlab, FileNet, Crystal Ball, DOS, Unix, Windows 7, CACS, Value Stream Mapping, Supplier Development, PaintShop Pro, Loansoft, WebEx, Citrix, SQL, Jabber, Insurance, Citrix XenApp, Siebel, BMC Remedy, HTML, Identity Management, Geometer's Sketchpad, Visual Studio, Visual Basic
Education
Grand View University 2015 — 2016
Applied Mathematics
Iowa State University 2013 — 2014
MBA, MIS
University of Iowa 2011 — 2011
MBA
Iowa State University 2001 — 2007
B.S., Economics/Math Intensive Option
University of Iowa 1998 — 2001
None, Chemical Engineering, 3.24
Wells Fargo July 2015 - Present
General Dynamics Information Technology May 2015 - July 2015
Global Atlantic Financial Group Limited October 2014 - January 2015
Berkshire Hathaway Homestate Companies (Contract) September 2014 - October 2014
Iowa State University August 2013 - August 2014
Principal Financial Group (Contract) March 2013 - October 2013
DICE July 2012 - January 2013
University of Iowa January 2011 - December 2011
John Deere Credit February 2008 - June 2010
American Home Mortgage April 2007 - July 2007
Skills
Team Leadership, Microsoft Excel, Process Improvement, Credit, Financial Analysis, Access, PowerPoint, Public Speaking, Excel, Word, Fortran, Matlab, FileNet, Crystal Ball, DOS, Unix, Windows 7, CACS, Value Stream Mapping, Supplier Development, PaintShop Pro, Loansoft, WebEx, Citrix, SQL, Jabber, Insurance, Citrix XenApp, Siebel, BMC Remedy, HTML, Identity Management, Geometer's Sketchpad, Visual Studio, Visual Basic
Education
Grand View University 2015 — 2016
Applied Mathematics
Iowa State University 2013 — 2014
MBA, MIS
University of Iowa 2011 — 2011
MBA
Iowa State University 2001 — 2007
B.S., Economics/Math Intensive Option
University of Iowa 1998 — 2001
None, Chemical Engineering, 3.24
Jeff Mello's Global Atlantic Financial Group Limited Experience January 2015 - March 2015
Job Project Leader Special ProjectsBudget Manager
Industry Insurance
Experience
Liberty Mutual Insurance March 2015 - Present
Global Atlantic Financial Group Limited January 2015 - March 2015
Global Atlantic Financial Group Limited April 2013 - January 2015
Goldman Sachs October 2010 - April 2013
Goldman Sachs June 2008 - October 2010
The Haartz Corporation 2007 - 2007
Skills
Risk Management, Fixed Income, Mergers & Acquisitions, Reinsurance, Derivatives, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Hedging, Strategic Planning, Portfolio Management, Finance, Due Diligence, Financial Services, Investments
Education
Worcester Polytechnic Institute 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship, Strategy, Innovation
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Finance, Economics
Liberty Mutual Insurance March 2015 - Present
Global Atlantic Financial Group Limited January 2015 - March 2015
Global Atlantic Financial Group Limited April 2013 - January 2015
Goldman Sachs October 2010 - April 2013
Goldman Sachs June 2008 - October 2010
The Haartz Corporation 2007 - 2007
Skills
Risk Management, Fixed Income, Mergers & Acquisitions, Reinsurance, Derivatives, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Hedging, Strategic Planning, Portfolio Management, Finance, Due Diligence, Financial Services, Investments
Education
Worcester Polytechnic Institute 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship, Strategy, Innovation
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Finance, Economics
Dillon McKelvey's Global Atlantic Financial Group Limited Experience May 2013 - Present
Job Actuary at Global Atlantic
Industry Insurance
Experience
Global Atlantic Financial Group Limited May 2013 - Present
Sammons Financial Group Member Companies April 2010 - Present
Sammons Annuity Group May 2008 - April 2010
Wells Fargo Financial February 2008 - May 2008
Skills
Actuarial Science, Insurance, Fixed Annuities, Life Insurance, PowerPoint, Customer Service, Variable Annuities, Reinsurance, Retirement, Microsoft Excel, Pricing, Investments, Visual Basic, Microsoft Office, Finance, Microsoft Word, General Insurance, Underwriting, Risk Management
Education
Simpson College 2005 — 2009
B.A., Mathematics, Economics
Global Atlantic Financial Group Limited May 2013 - Present
Sammons Financial Group Member Companies April 2010 - Present
Sammons Annuity Group May 2008 - April 2010
Wells Fargo Financial February 2008 - May 2008
Skills
Actuarial Science, Insurance, Fixed Annuities, Life Insurance, PowerPoint, Customer Service, Variable Annuities, Reinsurance, Retirement, Microsoft Excel, Pricing, Investments, Visual Basic, Microsoft Office, Finance, Microsoft Word, General Insurance, Underwriting, Risk Management
Education
Simpson College 2005 — 2009
B.A., Mathematics, Economics
Kelly Meyer, FLMI, FFSI, ARA, ACS's Global Atlantic Financial Group Limited Experience October 2013 - May 2015
Job Client Relationship Executive at Businessolver
Industry Insurance
Experience
Businessolver May 2015 - Present
Global Atlantic Financial Group Limited October 2013 - May 2015
Aviva USA December 2012 - October 2013
Aviva USA July 2011 - December 2012
Marsh & McLennan Companies, Inc. August 2010 - August 2011
Brooks-Lussem-Clem Insurance December 2007 - September 2010
Skills
Underwriting, Insurance, Property & Casualty..., Life Insurance, Account Management, Risk Management, Product Analysis, Problem Solving, Customer Satisfaction, Commercial Insurance, Customer Service, Policy Analysis, Workers Compensation, Sales, Fixed Annuities, Health Insurance, Management, Term Life Insurance, Employee Benefits
Education
Drake University
BSBA, Business Management & Insurance
University of Iowa - Henry B. Tippie College of Business
Business
Businessolver May 2015 - Present
Global Atlantic Financial Group Limited October 2013 - May 2015
Aviva USA December 2012 - October 2013
Aviva USA July 2011 - December 2012
Marsh & McLennan Companies, Inc. August 2010 - August 2011
Brooks-Lussem-Clem Insurance December 2007 - September 2010
Skills
Underwriting, Insurance, Property & Casualty..., Life Insurance, Account Management, Risk Management, Product Analysis, Problem Solving, Customer Satisfaction, Commercial Insurance, Customer Service, Policy Analysis, Workers Compensation, Sales, Fixed Annuities, Health Insurance, Management, Term Life Insurance, Employee Benefits
Education
Drake University
BSBA, Business Management & Insurance
University of Iowa - Henry B. Tippie College of Business
Business
Jonathan Ehrlich's Global Atlantic Financial Group Limited Experience May 2015 - Present
Job Vice President at Global Atlantic Financial Group Limited
Industry Human Resources
Experience
Global Atlantic Financial Group Limited May 2015 - Present
Goldman Sachs July 2006 - May 2015
Advantage Human Resources onSite at Goldman Sachs July 2006 - September 2008
MMT Sales 2004 - 2006
Skills
Human Resources, Personnel Management, Recruiting, Talent Management, Vendor Management, Applicant Tracking..., Talent Acquisition, Onboarding, Strategic Planning
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Arts, Telecommunications/Business
Global Atlantic Financial Group Limited May 2015 - Present
Goldman Sachs July 2006 - May 2015
Advantage Human Resources onSite at Goldman Sachs July 2006 - September 2008
MMT Sales 2004 - 2006
Skills
Human Resources, Personnel Management, Recruiting, Talent Management, Vendor Management, Applicant Tracking..., Talent Acquisition, Onboarding, Strategic Planning
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Arts, Telecommunications/Business
Wendy Cliadakis's Global Atlantic Financial Group Limited Experience December 2014 - Present
Job Internal Audit Associate at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited December 2014 - Present
Delaware Life (formerly Sun Life Financial) April 2006 - Present
TJX April 2002 - April 2006
Ernst & Young September 2000 - April 2002
Fidelity Investments May 1997 - May 2000
Marsh May 1994 - May 1997
Skills
Internal Audit, Accounting, Auditing, Financial Accounting, Internal Controls, Financial Reporting, Insurance, SEC filings, Sarbanes-Oxley Act
Education
Suffolk University - Sawyer Business School
Masters, Accounting
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Accounting
Global Atlantic Financial Group Limited December 2014 - Present
Delaware Life (formerly Sun Life Financial) April 2006 - Present
TJX April 2002 - April 2006
Ernst & Young September 2000 - April 2002
Fidelity Investments May 1997 - May 2000
Marsh May 1994 - May 1997
Skills
Internal Audit, Accounting, Auditing, Financial Accounting, Internal Controls, Financial Reporting, Insurance, SEC filings, Sarbanes-Oxley Act
Education
Suffolk University - Sawyer Business School
Masters, Accounting
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Accounting
Paul Riedi's Global Atlantic Financial Group Limited Experience February 2015 - Present
Job Assistant Vice President at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited February 2015 - Present
Global Atlantic Financial Group Limited April 2014 - February 2015
The Hartford January 2012 - April 2014
The Hartford December 2008 - December 2011
The Hartford February 2002 - December 2008
TeleTech January 2002 - February 2005
Verizon Wireless January 1998 - January 2002
Skills
Insurance, Customer Relations, Annuities, Call Centers, Business Objects, Call Center, Customer Service, Finance, Fixed Annuities, Management, Marketing, Microsoft Excel, Process Improvement, Risk Management, Sales, Time Management, Training, Data Analysis, Access
Education
Central Connecticut State University
Finance
Global Atlantic Financial Group Limited February 2015 - Present
Global Atlantic Financial Group Limited April 2014 - February 2015
The Hartford January 2012 - April 2014
The Hartford December 2008 - December 2011
The Hartford February 2002 - December 2008
TeleTech January 2002 - February 2005
Verizon Wireless January 1998 - January 2002
Skills
Insurance, Customer Relations, Annuities, Call Centers, Business Objects, Call Center, Customer Service, Finance, Fixed Annuities, Management, Marketing, Microsoft Excel, Process Improvement, Risk Management, Sales, Time Management, Training, Data Analysis, Access
Education
Central Connecticut State University
Finance
Kevin Benson, CPA's Global Atlantic Financial Group Limited Experience March 2015 - Present
Job Analyst at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited March 2015 - Present
CohnReznick LLP January 2012 - August 2014
BJ's Wholesale Club June 2011 - September 2011
University of Miami September 2009 - May 2010
Skills
Financial Reporting, Auditing, Spreadsheets, Analysis, Finance, Time Management, Microsoft Office
Education
University of Miami - School of Business 2010 — 2011
Masters, Professional Accounting-Corporate Track
University of Miami - School of Business 2006 — 2010
B.B.A, Cum Laude, International Finance and Marketing
Global Atlantic Financial Group Limited March 2015 - Present
CohnReznick LLP January 2012 - August 2014
BJ's Wholesale Club June 2011 - September 2011
University of Miami September 2009 - May 2010
Skills
Financial Reporting, Auditing, Spreadsheets, Analysis, Finance, Time Management, Microsoft Office
Education
University of Miami - School of Business 2010 — 2011
Masters, Professional Accounting-Corporate Track
University of Miami - School of Business 2006 — 2010
B.B.A, Cum Laude, International Finance and Marketing
Christine Simons's Global Atlantic Financial Group Limited Experience January 2013 - Present
Job Graphic Designer at Global Atlantic Financial Group, Ltd.
Industry Graphic Design
Experience
Global Atlantic Financial Group Limited January 2013 - Present
LIFE Publications, Inc. & LIFE Marketing & Events, LLC May 2007 - December 2012
Tego Creative June 2006 - October 2006
Evoke International June 2005 - August 2005
Skills
Graphic Design, Preflight, Typography, Publishing, Advertising, Signage, Social Media Marketing, Print Production, Production Art, InDesign, Adobe Acrobat, QuarkXPress, Fetch, InCopy, Microsoft Office, Strategic Planning, Magazines, Pre-press, Social Media, Adobe Creative Suite, iMovie, Graphics, Final Cut Pro, Editorial, Direct Mail, Copywriting, Publications, Illustrator, Logo Design, Art, Posters, Layout, Brochures, Flyers, Corporate Identity, Brand Implementation, Dreamweaver
Education
Quinnipiac University 2002 — 2006
B.A., Interactive Digital Design
Mount Saint Agnes Academy 1998 — 2002
High School Diploma
Global Atlantic Financial Group Limited January 2013 - Present
LIFE Publications, Inc. & LIFE Marketing & Events, LLC May 2007 - December 2012
Tego Creative June 2006 - October 2006
Evoke International June 2005 - August 2005
Skills
Graphic Design, Preflight, Typography, Publishing, Advertising, Signage, Social Media Marketing, Print Production, Production Art, InDesign, Adobe Acrobat, QuarkXPress, Fetch, InCopy, Microsoft Office, Strategic Planning, Magazines, Pre-press, Social Media, Adobe Creative Suite, iMovie, Graphics, Final Cut Pro, Editorial, Direct Mail, Copywriting, Publications, Illustrator, Logo Design, Art, Posters, Layout, Brochures, Flyers, Corporate Identity, Brand Implementation, Dreamweaver
Education
Quinnipiac University 2002 — 2006
B.A., Interactive Digital Design
Mount Saint Agnes Academy 1998 — 2002
High School Diploma
Brandon Donahe's Global Atlantic Financial Group Limited Experience September 2014 - April 2015
Job AVP Accounting Operations at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Global Atlantic Financial Group Limited September 2014 - April 2015
Global Atlantic Financial Group Limited January 2014 - September 2014
Wells Fargo Home Mortgage 2013 - January 2014
Aviva USA August 2011 - March 2013
Mediacom Communications February 2008 - July 2011
Principal Financial Group 2003 - 2007
Skills
Corporate Actions, Portfolios, Financial Data, Bonds, Portfolio Management, Mutual Funds, Ad Hoc Reporting, Financial Modeling, Reconciliations, Industry Analysis, Financial Analysis, Leases, Asset, Cash Flow, Risk Analysis, Financial Reporting, Forecasting, Accounting, Budgeting, Financial Planning, Process Improvement, Auditing, Excel, Analysis, Audit, General Ledger, Marketing, Marketing Strategy, Market Research, Strategic Financial..., Account Reconciliation, Budgets, Microsoft Excel, Competitive Analysis, Management, Finance
Education
Upper Iowa University
MBA, Accounting
Simpson College
BA Accounting, Accounting, Management
Loras College
Wells Fargo April 2015 - Present
Global Atlantic Financial Group Limited September 2014 - April 2015
Global Atlantic Financial Group Limited January 2014 - September 2014
Wells Fargo Home Mortgage 2013 - January 2014
Aviva USA August 2011 - March 2013
Mediacom Communications February 2008 - July 2011
Principal Financial Group 2003 - 2007
Skills
Corporate Actions, Portfolios, Financial Data, Bonds, Portfolio Management, Mutual Funds, Ad Hoc Reporting, Financial Modeling, Reconciliations, Industry Analysis, Financial Analysis, Leases, Asset, Cash Flow, Risk Analysis, Financial Reporting, Forecasting, Accounting, Budgeting, Financial Planning, Process Improvement, Auditing, Excel, Analysis, Audit, General Ledger, Marketing, Marketing Strategy, Market Research, Strategic Financial..., Account Reconciliation, Budgets, Microsoft Excel, Competitive Analysis, Management, Finance
Education
Upper Iowa University
MBA, Accounting
Simpson College
BA Accounting, Accounting, Management
Loras College
Andrea Lovelady's Global Atlantic Financial Group Limited Experience October 2013 - Present
Job Underwriter at Aviva USA
Industry Insurance
Experience
Global Atlantic Financial Group Limited October 2013 - Present
Aviva USA November 2008 - October 2013
Marsh & McLennan Companies, Inc. 2007 - 2008
Iowa Medicaid Enterprise May 2006 - 2007
Skills
Insurance, Term Life Insurance, Life Insurance, Underwriting, Universal Life, Permanent Life Insurance, General Insurance, Marketing, Reinsurance, Customer Retention, Requirements Gathering, ACS, FALU, FLMI, Brokers, Risk Management
Education
Iowa State University - College of Business
BS, Management
Waukee
Global Atlantic Financial Group Limited October 2013 - Present
Aviva USA November 2008 - October 2013
Marsh & McLennan Companies, Inc. 2007 - 2008
Iowa Medicaid Enterprise May 2006 - 2007
Skills
Insurance, Term Life Insurance, Life Insurance, Underwriting, Universal Life, Permanent Life Insurance, General Insurance, Marketing, Reinsurance, Customer Retention, Requirements Gathering, ACS, FALU, FLMI, Brokers, Risk Management
Education
Iowa State University - College of Business
BS, Management
Waukee
JP Keserich's Global Atlantic Financial Group Limited Experience January 2013 - Present
Job VP of Internal Audit at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited January 2013 - Present
Forethought Financial Group, Inc. April 2010 - January 2013
KPMG Audit January 2004 - April 2010
Skills
Internal Controls, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, Auditing, Financial Accounting, Management, Risk Management, US GAAP
Education
Montana State University-Bozeman 2003 — 2004
MPAc, Accounting
Western State Colorado University 1997 — 2001
BA, Business Administration
Global Atlantic Financial Group Limited January 2013 - Present
Forethought Financial Group, Inc. April 2010 - January 2013
KPMG Audit January 2004 - April 2010
Skills
Internal Controls, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, Auditing, Financial Accounting, Management, Risk Management, US GAAP
Education
Montana State University-Bozeman 2003 — 2004
MPAc, Accounting
Western State Colorado University 1997 — 2001
BA, Business Administration
Brooke Meyer's Global Atlantic Financial Group Limited Experience January 2014 - Present
Job AVP, Annuity Marketing at Global Atlantic Financial Group Ltd.
Industry Insurance
Experience
Global Atlantic Financial Group Limited January 2014 - Present
Forethought Financial Group, Inc. January 2013 - December 2013
The Hartford February 2011 - December 2012
Hartford Life November 2006 - February 2011
M&I Bank 2005 - 2006
Janus Capital Group 1999 - 2005
Skills
Marketing Communications, Marketing Strategy, Online Marketing, PowerPoint, FINRA Series 6, FINRA Series 7, FINRA Series 63, Variable Annuities, Triathlon, Web Marketing
Education
Brigham Young University 1994 — 1998
Bachelor of Arts (B.A.), Communications
Global Atlantic Financial Group Limited January 2014 - Present
Forethought Financial Group, Inc. January 2013 - December 2013
The Hartford February 2011 - December 2012
Hartford Life November 2006 - February 2011
M&I Bank 2005 - 2006
Janus Capital Group 1999 - 2005
Skills
Marketing Communications, Marketing Strategy, Online Marketing, PowerPoint, FINRA Series 6, FINRA Series 7, FINRA Series 63, Variable Annuities, Triathlon, Web Marketing
Education
Brigham Young University 1994 — 1998
Bachelor of Arts (B.A.), Communications
Elizabeth Gioia's Global Atlantic Financial Group Limited Experience January 2014 - Present
Job Vice President, Assistant General Counsel, 38a1 CCO at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited January 2014 - Present
Forethought Financial Group, Inc. January 2013 - January 2014
The Hartford August 2008 - December 2012
Murtha Cullina LLP June 2004 - July 2008
Kelley Drye & Warren LLP 2003 - 2004
Connecticut General Assembly January 2000 - June 2002
Skills
ERISA, Employee Benefits, Legal Research, Tax Law, Securities, Legal Writing, Legal Compliance, Retirement Plans, Insurance, Document Drafting, SEC reporting, Employment Contracts, Annuities, Retirement Services, Retirement Plan..., Group Benefits, Welfare Plans, IRA's, Roth IRA, 401k Rollovers, IRA Rollovers, Contract Negotiation, Regulatory Requirements, Regulatory Risk, Regulatory Analysis, Financial Services, Regulatory Compliance
Education
The University of Connecticut School of Law 2000 — 2003
JD
University of Connecticut 1996 — 1999
BA, English
Global Atlantic Financial Group Limited January 2014 - Present
Forethought Financial Group, Inc. January 2013 - January 2014
The Hartford August 2008 - December 2012
Murtha Cullina LLP June 2004 - July 2008
Kelley Drye & Warren LLP 2003 - 2004
Connecticut General Assembly January 2000 - June 2002
Skills
ERISA, Employee Benefits, Legal Research, Tax Law, Securities, Legal Writing, Legal Compliance, Retirement Plans, Insurance, Document Drafting, SEC reporting, Employment Contracts, Annuities, Retirement Services, Retirement Plan..., Group Benefits, Welfare Plans, IRA's, Roth IRA, 401k Rollovers, IRA Rollovers, Contract Negotiation, Regulatory Requirements, Regulatory Risk, Regulatory Analysis, Financial Services, Regulatory Compliance
Education
The University of Connecticut School of Law 2000 — 2003
JD
University of Connecticut 1996 — 1999
BA, English
Donald Ewick's Global Atlantic Financial Group Limited Experience November 2012 - Present
Job Experienced Finance and Controllers Professional
Industry Insurance
Experience
Global Atlantic Financial Group Limited November 2012 - Present
National Grid December 2006 - October 2012
PricewaterhouseCoopers September 2004 - December 2006
Education
Northeastern University 2002 — 2004
Master of Science/ Master of Business Administration, Accounting
Global Atlantic Financial Group Limited November 2012 - Present
National Grid December 2006 - October 2012
PricewaterhouseCoopers September 2004 - December 2006
Education
Northeastern University 2002 — 2004
Master of Science/ Master of Business Administration, Accounting
Hong Gao's Global Atlantic Financial Group Limited Experience August 2014 - Present
Job Actuarial at GAFG
Industry Financial Services
Experience
Global Atlantic Financial Group Limited August 2014 - Present
Boston University January 2013 - Present
John Hancock Life Insurance Company (U.S.A.) July 2009 - Present
Sun Life Financial September 2000 - July 2009
Skills
Financial Risk, Risk Management, Valuation, Financial Analysis, ALM, Economic Capital, Hedging, Analysis, US GAAP, Investment Strategies, Actuarial Science, Options, Process Improvement, Insurance, Product Management, Pricing, Project Management, Variable Annuities
Education
Boston University 1999 — 2001
MS, Actuarial Science
Fudan University 1992 — 1997
BA, Mathematics
Global Atlantic Financial Group Limited August 2014 - Present
Boston University January 2013 - Present
John Hancock Life Insurance Company (U.S.A.) July 2009 - Present
Sun Life Financial September 2000 - July 2009
Skills
Financial Risk, Risk Management, Valuation, Financial Analysis, ALM, Economic Capital, Hedging, Analysis, US GAAP, Investment Strategies, Actuarial Science, Options, Process Improvement, Insurance, Product Management, Pricing, Project Management, Variable Annuities
Education
Boston University 1999 — 2001
MS, Actuarial Science
Fudan University 1992 — 1997
BA, Mathematics
Matt Chappell's Global Atlantic Financial Group Limited Experience December 2013 - Present
Job Financial Analyst Athene
Industry Insurance
Experience
Athene USA August 2015 - Present
Global Atlantic Financial Group Limited December 2013 - Present
Aviva Life Insurance Company July 2011 - December 2013
Skills
Health Insurance, Process Improvement, Customer Service, Team Building, Underwriting, Business Analysis, Management, Risk Management, Strategic Planning, Sales, Microsoft Office, Business Requirements, Vendor Management, Project Management, Analysis, Microsoft Excel, Business Objects, Account Management, Coaching
Education
Des Moines Area Community College
Kaplan University-Des Moines Campus
Athene USA August 2015 - Present
Global Atlantic Financial Group Limited December 2013 - Present
Aviva Life Insurance Company July 2011 - December 2013
Skills
Health Insurance, Process Improvement, Customer Service, Team Building, Underwriting, Business Analysis, Management, Risk Management, Strategic Planning, Sales, Microsoft Office, Business Requirements, Vendor Management, Project Management, Analysis, Microsoft Excel, Business Objects, Account Management, Coaching
Education
Des Moines Area Community College
Kaplan University-Des Moines Campus
Joshua Ko's Global Atlantic Financial Group Limited Experience June 2014 - Present
Job Risk Analyst at Global Atlantic Financial Group
Industry Financial Services
Experience
Global Atlantic Financial Group Limited June 2014 - Present
Global Atlantic Financial Group Limited May 2013 - August 2013
Samsung Fire & Marine Insurance June 2012 - August 2012
Adobe June 2011 - August 2011
Skills
Analysis, Financial Modeling, Corporate Finance, Risk Management, SAS, Data Analytics, Experience Analysis, Regression Analysis, Team Leadership, Strategy, Microsoft Excel, Access Database, Insurance
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics
Fudan University 2012 — 2012
Exchange Program, Chinese Language Intensive Program
The Hill School 2006 — 2010
High School Diploma
Global Atlantic Financial Group Limited June 2014 - Present
Global Atlantic Financial Group Limited May 2013 - August 2013
Samsung Fire & Marine Insurance June 2012 - August 2012
Adobe June 2011 - August 2011
Skills
Analysis, Financial Modeling, Corporate Finance, Risk Management, SAS, Data Analytics, Experience Analysis, Regression Analysis, Team Leadership, Strategy, Microsoft Excel, Access Database, Insurance
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics
Fudan University 2012 — 2012
Exchange Program, Chinese Language Intensive Program
The Hill School 2006 — 2010
High School Diploma
Evan Hohlfeld's Global Atlantic Financial Group Limited Experience January 2015 - Present
Job Assistant Vice President at Global Atlantic Financial Group Limited
Industry
Experience
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic Financial Group Limited December 2013 - December 2014
University of Massachusetts Amherst 2012 - 2013
Lawrence Berkeley National Laboratory 2008 - 2012
Skills
Physics, Research, Microsoft Office, C, C, Matlab, C++, Mathematical Modeling, LaTeX, Science, Statistics
Education
Harvard University 2001 — 2008
Doctor of Philosophy (Ph.D.), Physics
Stanford University 1997 — 2001
Bachelor's Degree, Physics
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic Financial Group Limited December 2013 - December 2014
University of Massachusetts Amherst 2012 - 2013
Lawrence Berkeley National Laboratory 2008 - 2012
Skills
Physics, Research, Microsoft Office, C, C, Matlab, C++, Mathematical Modeling, LaTeX, Science, Statistics
Education
Harvard University 2001 — 2008
Doctor of Philosophy (Ph.D.), Physics
Stanford University 1997 — 2001
Bachelor's Degree, Physics
Kaho Lam's Global Atlantic Financial Group Limited Experience July 2015 - Present
Job Risk Analyst at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited July 2015 - Present
MFS Investment Management July 2013 - January 2014
Northeastern University January 2013 - June 2013
Shanghai Talent Import & Export Company Ltd. May 2012 - July 2012
Skills
VBA, Microsoft Excel, Tutoring
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
General Course: One Year Study Abroad, Economic History
Northeastern University 2011 — 2016
Bachelor of Science (BS), Economics, GPA 3.72
Global Atlantic Financial Group Limited July 2015 - Present
MFS Investment Management July 2013 - January 2014
Northeastern University January 2013 - June 2013
Shanghai Talent Import & Export Company Ltd. May 2012 - July 2012
Skills
VBA, Microsoft Excel, Tutoring
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
General Course: One Year Study Abroad, Economic History
Northeastern University 2011 — 2016
Bachelor of Science (BS), Economics, GPA 3.72
Peter Sciore's Global Atlantic Financial Group Limited Experience June 2014 - Present
Job Analyst at Global Atlantic Financial Group
Industry Insurance
Experience
Global Atlantic Financial Group Limited June 2014 - Present
Global Atlantic Financial Group Limited June 2013 - August 2013
Financial Compass Group October 2012 - May 2013
Skills
Microsoft Excel
Education
Bentley University 2011 — 2014
Bachelor of Science (B.S.), Finance
University of San Diego 2010 — 2011
Marlborough High School
Global Atlantic Financial Group Limited June 2014 - Present
Global Atlantic Financial Group Limited June 2013 - August 2013
Financial Compass Group October 2012 - May 2013
Skills
Microsoft Excel
Education
Bentley University 2011 — 2014
Bachelor of Science (B.S.), Finance
University of San Diego 2010 — 2011
Marlborough High School
Anita Hampson's Global Atlantic Financial Group Limited Experience February 2015 - Present
Job Quality Analyst at Global Atlantic
Industry Financial Services
Experience
Global Atlantic Financial Group Limited February 2015 - Present
FCN Bank October 2013 - February 2015
MainSource Bank August 2005 - September 2012
Education
Indiana University East 2004 — 2007
Bachelor of Science (B.S.), Business
Global Atlantic Financial Group Limited February 2015 - Present
FCN Bank October 2013 - February 2015
MainSource Bank August 2005 - September 2012
Education
Indiana University East 2004 — 2007
Bachelor of Science (B.S.), Business
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO