Guggenheim Life and Annuity Company
Industry: Insurance company
DescriptionFounded: 1985 Subsidiaries: Clear Spring Life Insurance Company,
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Guggenheim Life and Annuity Company Employees
American Senior Communities January 2014 - Present
Guggenheim Life and Annuity Company May 2013 - December 2013
Angie's List October 2012 - May 2013
Blackford County Community Foundation May 2012 - August 2012
Marsh Supermarkets September 2008 - May 2012
Skills
Adobe Creative Suite, Social Media Marketing, Mobile Marketing, Excel, PowerPoint, Organizational..., Community Outreach, Strategic Communications, Market Research, Keyword Generation, Marketing Strategy, Marketing, Advertising, Email Marketing, Press Releases, Salesforce.com, Lead Generation, Sales, Social Networking, AP Style, Event Planning
Education
Ball State University 2010 — 2013
Bachelor of Science, Public Relations, Senior
University of Indianapolis 2009 — 2010
Communication and Media Studies
Indiana University Bloomington August 2012 - Present
Guggenheim Life and Annuity Company May 2015 - August 2015
Hollister Co. February 2012 - April 2012
Key Club International August 2008 - May 2011
Skills
Time Management, Organization, Dedication to work, Dependable Team Player, Pay Close Attention to..., Teamwork
Education
Indiana University Bloomington 2012 — 2016
Accounting, International Business, Technology Management, Senior
Noblesville High School 2008 — 2012
Core 40 with Academic Honors
Guggenheim Life and Annuity Company January 2014 - Present
City of Dublin, Ohio USA January 2013 - December 2013
City of Dublin, Ohio USA November 2011 - June 2013
City of Dublin, Ohio USA February 2008 - January 2013
Shoenbaum Family Center October 2009 - May 2011
Skills
Cpr Certified, Community Outreach, Public Speaking, Program Development, Volunteer Management, AED, Lifeguarding, First Aid, Sports, Recreation Planning, Event Planning, Health Promotion, Customer Service, Healthcare, Health Education, Marketing Communications, Editing, InDesign, Photoshop, PowerPoint, Leadership, Marketing, Microsoft Excel, Social Networking, Microsoft Office, CPR Certified
Education
The Ohio State University 2009 — 2013
Human Nutrition and Community Health Education B.S., Health and Wellness, General
Guggenheim Life and Annuity Company November 2012 - Present
ONE AMERICA- STATE LIFE January 2010 - November 2012
One America April 2007 - November 2012
FORTUNE INDUSTRIES, INC April 2006 - February 2007
REPUBLIC AIRWAYS INC October 2004 - April 2006
NORTHWESTERN MUTUAL FINANCIAL NETWORK October 2002 - October 2004
Skills
Salesforce.com, Lead Generation, Email Marketing, Sales, Marketing, Marketing Strategy, Sales Operations, New Business Development, Insurance, Life Insurance, Disability Insurance, Customer Service, Fixed Annuities, Long Term Care Insurance, ExactTarget, Manage Client..., Investments, 401k, Training, Management, CRM
Education
Ball State University 1998 — 2002
Bachelor of Science, Finance
Hamilton Southeastern High School 1995 — 1998
Edward Jones August 2012 - Present
Guggenheim Life and Annuity Company January 2008 - August 2012
Crepe Myrtle Creek GC-AIM Constuction-AD Consulting August 1995 - January 2007
Skills
Series 7, Insurance, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Wealth Management, IRAs, Microsoft Excel, 401k, Strategic Planning, Strategy, Series 6, Series 63, Sales, Fixed Annuities, New Business Development, Financial Services, Finance, Portfolio Management, Retirement, Financial Planning
Education
Marylhurst University 2010 — 2011
MBA, Finance
Guggenheim Life and Annuity Company June 2015 - Present
National Government Services July 2013 - May 2015
Travelers June 2012 - February 2013
Liberty Mutual Insurance April 2011 - June 2012
Liberty Mutual Insurance October 2010 - April 2011
Liberty Mutual Insurance October 2009 - October 2010
Liberty Mutual Insurance May 2006 - October 2009
The Hartford February 2003 - May 2006
Skills
Essbase, Outlook, Microsoft Excel, Account Reconciliation, Journal Entries, Microsoft Word, Financial Analysis, Financial Reporting, General Ledger, Hyperion Enterprise, Auditing, Accounting, Financial Accounting, PeopleSoft, Sarbanes-Oxley Act, Insurance, Finance, Process Improvement, Analysis
Education
Northeastern University 2001 — 2006
Bachelor of Science, Accounting
Guggenheim Life and Annuity Company June 2015 - Present
Crowe Horwath LLP September 2013 - June 2015
Crowe Horwath LLP January 2012 - April 2012
Skills
Financial Accounting, GAAP, External Audit, Financial Reporting, Internal Controls, Auditing, Accounting, Assurance, Financial Analysis, CPA, US GAAP, Microsoft Excel, Financial Statements
Education
Purdue University - Krannert School of Management 2008 — 2013
Bachelor of Science in Management, Accounting
Purdue University - Krannert School of Management 2008 — 2013
Management, Finance
Guggenheim Life and Annuity Company March 2011 - Present
Standard Life Insurance Company of Indiana June 2000 - March 2011
Skills
Marketing, Fixed Annuities, Sales, New Business Development, Customer Service, Relationship Management, Training, Insurance, Life Insurance, CRM, Account Management, Marketing Strategy, Team Building, Cold Calling, Email Marketing, IRAs, Sales Management, Financial Services, Retirement, Management
Education
Indiana University - Kelley School of Business
Bachelor's degree, Marketing
Salesforce ExactTarget Marketing Cloud December 2014 - Present
Guggenheim Life and Annuity Company August 2013 - December 2014
Mattress Firm August 2012 - July 2013
LaSalle Network September 2011 - March 2012
North Bridge Staffing Group August 2011 - October 2011
Cardinal Stage Company May 2009 - September 2009
Skills
Social Media, Event Planning, Public Speaking, Social Networking, Customer Service, Microsoft Office, Microsoft Excel, Marketing, InDesign, Microsoft Word, CRM, PowerPoint, Improvisation, Theatre, Improvisational Comedy, English Literature, Editing, Kentico, Silverpop, Salesforce.com
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Arts, Theatre & Drama / English
British American Drama Academy 2010 — 2010
Certificate, Acting/Theatre
Jasper High School 2004 — 2007
Honors Diploma, General Education
Guggenheim Life and Annuity Company March 2015 - Present
Ohio National Financial Services March 2014 - March 2015
Ohio National Financial Services September 2010 - March 2014
Western & Southern Financial Group July 2006 - September 2010
Wellpoint June 2004 - June 2006
Skills
Actuarial Science, Valuation, Financial Reporting, Variable Annuities, GAAP, Tax, Fixed Annuities, Insurance, Financial Modeling, Investments, ALM, Health Insurance, Mentoring, Statutory Accounting, Life Insurance, Risk Management, Enterprise Risk...
Education
Indiana University Bloomington 2002 — 2004
M.A., Mathematics
Western Kentucky University 1999 — 2002
B.A., Mathematics
Owensboro High 1995 — 1999
Guggenheim Life and Annuity Company September 2014 - Present
King Kullen Grocery Co., Inc. October 2013 - September 2014
Kings Kullen Grocery Co., Inc. June 2009 - September 2014
Houlihan's Restaurants, Inc. September 2006 - May 2009
Skills
Customer Service, Social Media, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Teamwork, Access, Retail, Data Entry, Telephone Skills, Research, Mac OS, Microsoft Excel, Time Management, Facebook, Social Networking, Accounts Receivable, Invoicing, Social Media Marketing
Education
Nassau Community College 2013 — 2014
Paralegal Studies (Cert.), Legal Assistant/Paralegal
SUNY Albany 2005 — 2009
Bachelor of Arts (BA), Communication, General
Guggenheim Life and Annuity Company June 2015 - Present
Guggenheim Partners November 2013 - May 2015
EARNEST Partners June 2011 - October 2013
Four Rivers Group June 2009 - June 2011
Deutsche Bank June 2010 - August 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2003 - September 2008
Skills
Financial Modeling, Equities, Equity Research, Fixed Income, Hedge Funds, Emerging Markets, Capital Markets, Portfolio Management, Alternative Investments, Private Equity, Asset Allocation, Asset Managment, Insurance
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Cornell University 2002 — 2003
Master of Engineering, Computer Science
Illinois Institute of Technology 1999 — 2001
Bachelor of Science, Computer Science
Guggenheim Life and Annuity Company July 2012 - Present
Guggenheim Insurance April 2012 - August 2012
Ascension Health Ministry Service Center December 2011 - April 2012
Farmers Insurance Group July 2011 - December 2011
Axess Ultrasound, LLC September 2008 - January 2011
Axess Ultrasound, LLC September 2006 - September 2008
Axess Ultrasound, LLC November 2005 - September 2006
Sound Imaging Corporation March 2001 - September 2005
Toshiba America Medical Systems April 1998 - March 2001
The J.C. Hart Company 1995 - 1997
Skills
Customer Service, Leadership, Training, Mentoring, Process Improvement, Negotiation, Management, Sales Operations, Start-ups, Team Building, Employee Training, Healthcare, Sales, Account Management, Customer Satisfaction, Cross-functional Team..., Outlook, New Business Development, Operations Management, Marketing, Inventory Management, Coaching, Contract Negotiation, Customer Retention, Recruiting, Sales Management
Education
Lorain County Community College 1985 — 1988
Business Management, General
Guggenheim Life and Annuity Company September 2014 - Present
Ohio National Financial Services January 2011 - August 2014
Ohio National Financial Services October 2007 - January 2011
Ohio National Financial Services August 2000 - September 2007
Ohio Casualty Group June 1995 - August 2000
St. Paul Insurance May 1989 - December 1991
Skills
Accounting, Financial Reporting, Insurance, PowerPoint, Access, Financial Analysis, Budgets, Budgeting, Team Building, Forecasting, Strategic Planning, Financial Modeling, Analysis, Internal Controls, Excel, Word, Process Improvement, Problem Solving, Mergers, Negotiation, Project Management, Risk Management, Strategic Financial..., Internal Audit, Outlook, Microsoft Word, Sarbanes-Oxley Act, Finance, Project Planning, Microsoft Excel
Education
University of Cincinnati 2005 — 2007
MBA, MS, Business and Accounting
Wright State University 1993 — 1995
BS, Accounting
Butler University 1991 — 1993
Accounting and Finance
Wittenberg University 1980 — 1981
Pre-Med
Stonegate Mortgage Corporation (NYSE: SGM) September 2012 - January 2015
Guggenheim Life and Annuity Company February 2011 - June 2012
Standard Life Insurance Company of Indiana November 2005 - February 2011
Titus - US February 2005 - November 2005
Hoosier Lottery December 1997 - February 2005
Temple-Inland October 1992 - November 1997
Skills
Internal Audit, Auditing, Information Security, Audit Committee, Sarbanes-Oxley Act, IT Audit, Risk Assessment, Internal Controls, Corporate Governance, Mergers & Acquisitions, Due Diligence, SSAE 16, COSO, Finance, Sarbanes-Oxley, Process Improvement, Management, Leadership, Risk Management, Enterprise Risk..., Pivot Tables, Microsoft Excel, External Audit, Accounting, Visio, Project Management, GAAP, Financial Reporting, Financial Audits, Financial Analysis, Insurance, Financial Modeling, Microsoft Word, Access, US GAAP, Financial Risk, Audit Command Language, SEC filings, Managerial Finance, Financial Accounting, Cash Management, PowerPoint, Adobe Acrobat, Quality Auditing, Mentoring, Banking, Budgets, Business Process..., Strategic Planning, Analysis
Education
Indiana University - Kelley School of Business 1975 — 1979
BS, Accounting
Indiana University Robert H. McKinney School of Law 1979 — 1980
Law, Completed 36 hours
USAA October 2013 - March 2015
NextGear Capital, Inc. February 2013 - August 2013
Ice Miller LLP July 2012 - December 2012
Guggenheim Life and Annuity Company February 2009 - June 2012
Bloomberg October 2006 - December 2008
ITT Educational Services, Inc. February 2007 - December 2007
Standard Management April 1999 - October 2006
Golden & Gorman, P.C. November 1998 - April 1999
Young & Associates, P.C. November 1996 - November 1998
Skills
Competition Law, Mergers & Acquisitions, Mediation, Insurance, Document Review, Legal Compliance, Legal Issues, Legal Advice, Trademark Infringement, Consumer Law, Copyright Law, Securities Regulation, Corporate Governance, Mergers, Joint Ventures, Contract Negotiation, Due Diligence, Securities, Risk Management, Legal Assistance, Civil Litigation, Data Privacy, Contract Law, FCPA, Policy, Reinsurance, Business Transactions, Drafting Agreements, Health Law, Employment Contracts, Document Drafting, Finance
Education
University of Michigan Law School 1993 — 1996
J.D., Law
University of Michigan 1989 — 1993
B.A., English, Film/Video Studies
Hannover Life Reassurance Company of America May 2015 - August 2015
Guggenheim Life and Annuity Company May 2014 - August 2014
City of Aledo May 2013 - August 2013
Skills
Microsoft Excel, Access Database, C++, Accounting, Economics, Spanish-speaking
Education
Butler University 2012 — 2016
Actuarial Science, Junior
Mount Vernon Middle School May 2014 - Present
Mount Vernon Middle School March 2014 - Present
Express Employment Professionals November 2013 - March 2014
Hamilton Southeastern School District November 2011 - November 2013
Guggenheim Life and Annuity Company March 2008 - November 2011
CNO Financial Group September 1997 - March 2008
Skills
Lesson Planning, Classroom, Educational Leadership, Classroom Management, Teaching, Tutoring, Differentiated..., Elementary Education, Literacy, K-12, Language Arts, Curriculum Design, Team Building, Leadership, Customer Service, Management
Education
Indiana Wesleyan University 2011 — 2014
Elementary Education, K-6
Indiana Wesleyan University 2007 — 2010
Master's degree, Management
Goldman Sachs June 2015 - Present
Guggenheim Life and Annuity Company June 2014 - Present
Education
Amherst College 2012 — 2016
Bachelor's Degree, Economics and Political Science
Royal United Mortgage February 2014 - Present
Ativio, LLC June 2013 - November 2013
Guggenheim Life and Annuity Company August 2012 - May 2013
Gannett DESC/ CareerBuilder July 2011 - July 2012
Celadon Group Inc. June 2010 - June 2011
Target September 2005 - May 2009
Navistar May 2008 - August 2008
Education
Indiana University-Purdue University at Indianapolis 2006 — 2012
Bachelor's, Human Resource Management and Management
Guggenheim Life and Annuity Company September 2011 - Present
Guitar Center August 2010 - September 2011
Guitar Center May 2010 - August 2010
Music for All, Inc March 2009 - August 2009
Sam Ash Music December 2008 - March 2009
The Music Shoppe June 2006 - December 2008
Thompson's Motorsports December 2007 - October 2008
Skills
Management, Entrepreneurship, Strategy, CRM, Sales, Licensing, Intellectual Property, Social Networking, Research, Public Speaking, Customer Service, Event Planning, Leadership, Microsoft Office, Marketing, Music, Social Media, Contract Negotiation, Insurance, Microsoft Excel, Strategic Planning
Education
Indiana University Robert H. McKinney School of Law 2010 — 2012
Doctor of Jurisprudence, Law
Indiana University-Purdue University at Indianapolis 2010 — 2012
Master of Science, Music and Arts Technology
Valparaiso University School of Law 2009 — 2010
Juris Doctor, Law
Indiana State University 2004 — 2009
Bachelor of Science, Music, Business Administration
Guggenheim Life and Annuity Company May 2015 - Present
Principal Financial Group October 2009 - May 2015
Bankers Life and Casualty February 2008 - October 2009
Maxim Healthcare Services May 2005 - January 2008
Skills
Agribusiness, Business Owner Planning, Insurance, Long-term Care, Estate Planning, Life Insurance, Health Insurance, 401k, Financial Analysis, Business Valuation, Buy-sell Agreements, Employee Benefits, Retirement Planning, Account Management, Medicare, Investments, Non-Qualified Deferred..., Budgets, Disability Insurance, Fixed Annuities, Strategic Planning, Sales Management, Mutual Funds, Multi-generational..., Variable Annuities, 401k Rollovers, Rollovers, IRAs, Roth IRA, College Savings Plans, Long Term Care Insurance, Strategic Financial..., Finance, Retirement, Term Life Insurance, Series 63
Education
Ball State University 1999 — 2003
Bachelors, Sport Administration, Marketing, Foundations of Business
Guggenheim Life and Annuity Company November 2014 - Present
Advisors Elite, LLC October 2010 - Present
Source Brokerage, Inc. May 2008 - October 2010
BHC Marketing April 2007 - May 2008
Skills
Email Marketing, Investments, Marketing, Fixed Annuities, Cold Calling, Insurance, Strategic Financial..., Customer Service, Graphic Design, Microsoft Excel, Disability Insurance, Recruiting, Programming
Education
Indiana University Bloomington 2001 — 2006
Liberal Arts, Communications
Ernst & Young March 2015 - Present
Guggenheim Life and Annuity Company July 2013 - March 2015
National Association of Mutual Insurance Companies March 2013 - July 2013
Ernst & Young January 2009 - March 2013
Tire Kingdom May 2008 - August 2008
Alerding & Co, LLC January 2008 - May 2008
Skills
CPA, Accounting, Internal Controls, Auditing, Financial Reporting, GAAP, Financial Statements, Account Reconciliation, Finance, Tax, Assurance, Sarbanes-Oxley, Analysis, SEC filings, US GAAP, Sarbanes-Oxley Act, Statutory Accounting
Education
Marian College 2005 — 2008
BS, Accounting/Finance
Indiana Wesleyan University 2004 — 2005
Accounting
Guggenheim Life and Annuity Company January 2015 - Present
RBC Capital Markets May 2011 - January 2015
Goldman Sachs January 2010 - May 2011
BMO Capital Markets July 2006 - January 2010
Skills
Trading, Capital Markets, Financial Modeling, Valuation, Investment Banking, LBO, Private Equity, Equities, Bloomberg, Due Diligence, Corporate Finance, Fixed Income, Equity Research, High Yield, Leveraged Finance, Hedge Funds, Equity Valuation, Credit, Series 7, Credit Analysis, Financial Analysis, Series 63, hedge, Loans, High Yield Bonds, Relative Value, Relative Value Trading
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Guggenheim Life and Annuity Company May 2014 - Present
Guggenheim Life and Annuity Company June 2012 - April 2014
Guggenheim Life and Annuity Company March 2011 - June 2012
Standard Life of Indiana August 2008 - February 2011
Oak Ridge Solutions June 2005 - August 2008
PAN 2005 - 2005
McCready and Keene, Inc. 1997 - 2005
Skills
Management, Software Development, Insurance, Software Documentation, Databases, Change Management, Testing, Team Building, Documentation, Business Requirements, Customer Service, Process Improvement, Leadership, Vendor Management, Strategic Planning, Access
Education
Hanover College 1988 — 1992
Bachelors, Business Administration
Ivy Tech Community College 2002 — 2004
Associates, Computer Information Systems
Guggenheim Life and Annuity Company February 2014 - Present
ACES – excellence in energy May 2013 - February 2014
ACES Power Marketing December 2010 - May 2013
ACES – excellence in energy April 2003 - December 2010
ACES – excellence in energy April 2001 - April 2003
Deloitte & Touche LLP 1999 - 2001
KPMG 1996 - 1999
Skills
Financial Analysis, Accounting, Financial Modeling, Risk Management, Auditing, Forecasting, Valuation, Finance, Tax, US GAAP, SEC filings
Education
Indiana University-Purdue University at Indianapolis 1991 — 1996
BS, Accounting & Finance
Guggenheim Life and Annuity Company November 2012 - Present
Gannett April 2011 - April 2012
OneAmerica May 2000 - March 2010
Skills
Accounts Payable, Accounting, Accounts Receivable, General Ledger, Microsoft Excel, Financial Analysis, Invoicing, Financial Reporting, Spreadsheets, Outlook, Sarbanes-Oxley Act
Education
Ivy Tech Community College 2010 — 2014
Business Administration
Arlington High School 1986 — 1989
Guggenheim Life and Annuity Company Managing DirectorGuggenheim PartnersOctober 2003 - 2013
Education
Amherst College 1999 — 2003
Guggenheim Life and Annuity Company March 2011 - Present
Life and Health Licensed since 1989 1989 - Present
Standard Life Insurance Comany of Indiana March 1999 - March 2011
American States Life - Safeco Life January 1989 - December 1999
Skills
Insurance, Underwriting, Property & Casualty..., Health Insurance, Claim, Employee Benefits, Medicare, Strategic Planning, Risk Management, Commercial Insurance, Long-term Care, Casualty, Process Improvement, Liability, Reinsurance, Workers Compensation, Medicaid, Vendor Management, General Insurance, Brokers, Change Management, 401k, Retirement, Management, Life Insurance
Education
Saint Mary-of-the-Woods College
business
OneAmerica July 2015 - Present
Guggenheim Life and Annuity Company September 2013 - July 2015
CNO Financial Group August 2012 - September 2013
Ernst & Young September 2008 - August 2012
Skills
Financial Statements, Insurance, US GAAP, Health Insurance, Life Insurance, Sarbanes-Oxley Act, Statutory Accounting, Medicare, Internal Controls, Assurance
Education
Butler University 2007 — 2008
Master of Professional Accounting (MPAcc)
Butler University 2003 — 2007
Bachelor's degree, Accounting
Guggenheim Life and Annuity Company August 2014 - Present
CNO Financial Group August 2006 - July 2014
Teletronics International Inc. September 2004 - March 2005
Education
University of Maryland College Park
Master of Engineering (MEng)
National University of Singapore
Master of Engineering (MEng)
Xi'an Jiaotong University
Bachelor of Science (BS)