Northwestern Mutual
Industry: Financial services company
DescriptionThe Northwestern Mutual is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education ... Headquarters: Milwaukee, Wisconsin, United States Number of employees: 7,500 (2017) Founded: 1857 Subsidiaries: LearnVest, Executives: John E. Schlifske (CEO, President, Chairperson),
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22,620 Northwestern Mutual employees in database. Find out everything there's to know about Northwestern Mutual 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.
Northwestern Mutual Employees
Webster Bank June 2015 - Present
Hamilton College January 2013 - May 2015
Hamilton College August 2011 - May 2015
Northwestern Mutual May 2014 - August 2014
Levy Restaurants May 2013 - August 2013
Hamilton College Opportunity Program January 2013 - May 2013
Hamilton College Opportunity Program January 2012 - May 2012
Skills
Persistence, Microsoft Office, Microsoft Word, Public Speaking, Editing, Event Planning, Social Networking, Teamwork, Teaching, Fundraising, Finance
Education
Hamilton College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Trumbull High School 2007 — 2011
Gislason & Hunter LLP September 2015 - Present
5th Judicial District of Minnesota December 2014 - September 2015
Droel, PLLC March 2014 - November 2014
The Mosaic Company May 2013 - March 2014
Judge Joseph F. Wieners, Dodge County District Court May 2012 - August 2012
Hamline University August 2011 - July 2012
Hamline University September 2008 - October 2011
Northwestern Mutual November 2009 - May 2011
Steve Hieling Construction June 2007 - August 2010
Skills
Legal Research, Courts, Commercial Litigation, Microsoft Office, Event Planning, Public Speaking, Research, Legal Writing, PowerPoint, Legal Issues, Westlaw, Analysis, Microsoft Excel
Education
Hamline University School of Law 2011 — 2014
Juris Doctorate, Business Law
Hamline University 2008 — 2012
Bachelor of Arts (B.A.), American Law and Legal Systems
Amazon July 2014 - Present
ZS Associates June 2013 - August 2013
Mercer June 2012 - September 2012
National Football League January 2012 - June 2012
TechCrunch October 2011 - June 2012
UCLA Alumni Association April 2011 - June 2012
Northwestern Mutual July 2011 - October 2011
UCLA School of Law June 2011 - September 2011
Skills
Microsoft Excel, Public Speaking, Social Media Marketing, Non-profits, Market Research, Photoshop, Public Relations, Editing, Humor, Outlook, Nonprofits, Management, Time Management, Marketing Strategy
Education
Universitat Pompeu Fabra 2014 — 2014
International Business Economics, International Business Economics
University of California, Los Angeles 2009 — 2014
B.A., Psychology, Global Studies
Harvard Business School 2012 — 2013
Summer Venture in Management Program
Gabrielino High School 2005 — 2009
Experian Data Quality September 2014 - Present
Director/Manager of Talent Acquisition/Recruiter July 2014 - September 2014
Northwestern Mutual March 2011 - July 2014
The Mergis Group April 2010 - March 2011
The Century Group January 2007 - July 2008
Robert Half May 2004 - June 2006
University of Nevada Las Vegas 2005 - 2005
Mass National Guard 1994 - 2003
Skills
Talent Acquisition, Applicant Tracking..., Executive Search, Recruiting, Internet Recruiting, Sourcing, Technical Recruiting, Benefits Negotiation, Permanent Placement, Contract Recruitment, College Recruiting, Human Resources, Onboarding, Leadership, Hiring, Training, Staffing Services, Coaching, Cold Calling, Sales, Finance, Temporary Staffing, Screening, Succession Planning, Temporary Placement, Staff Augmentation, Taleo, Time Management, Screening Resumes, Performance Management, New Business Development, Deferred Compensation, Networking, Resume Writing, Sales Operations, Management, Employee Relations, Talent Management, HRIS, Employee Benefits, Benefits Administration, Interviews
Education
Harvard Law School
•The Program on Negotiation for Senior Executives
Salem State College
Bachelor of Science, Business
Western New England College
MBA
Refundo May 2015 - Present
Expedia, Inc. June 2013 - May 2015
FC Dallas July 2011 - June 2013
National Sales Center July 2011 - September 2011
Northwestern Mutual May 2009 - August 2009
New Jersey SEEDS June 2008 - August 2008
Skills
Sports Marketing, Ticket Sales, Sports, Sports Management, Sponsorship, Social Media, Training, Archtics, Social Networking, Sales, Press Releases, New Business Development, Marketing, Leadership, Integrated Marketing, Facebook, Business Development, Social Media Marketing, Microsoft Office
Education
Hamilton College 2007 — 2011
Bachelor, Economics. Philosophy
Cyclonic Valve August 2014 - Present
Spirit AeroSystems June 2012 - August 2014
Spirit AeroSystems June 2011 - July 2012
Sherwin-Williams September 2008 - May 2011
Northwestern Mutual May 2007 - June 2008
Skills
Supply Chain Management, Customer Service, Process Improvement, Purchasing, Contract Negotiation, Supply Chain, Strategic Sourcing, Inventory Management, SAP, ERP
Education
Harding University 2003 — 2007
Bachelors of Arts, Marketing
Gwinnett Church December 2014 - Present
North Point Ministries, Inc. January 2003 - Present
American College of Sports Medicine May 2011 - Present
Northwestern Mutual August 2014 - December 2014
Paycom April 2013 - August 2014
Gwinnett County Fire Services April 2003 - April 2013
Skills
Teaching, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Public Speaking, Leadership, Wellness Coaching, Management, Human Resources, Recruiting, Payroll, Customer Service, Coaching, Personnel Management
Education
The University of Georgia 1998 — 2002
Bachelor of Arts Journalism, Telecommunication Arts and Production
Gwinnett Technical College 2003 — 2004
Emergency Medical Technology
MCM Services Group August 2014 - Present
Greeman Toomey Law firm March 2013 - May 2013
CalAmp Corp. June 2012 - August 2012
Northwestern Mutual May 2011 - March 2012
Weedman Lawncare February 2011 - May 2011
Skills
Financial Modeling, Risk Management, Marketing, Disability Insurance, Life Insurance, Social Media, Financial Services
Education
Hamline University 2009 — 2013
Bachelor of Business Administration (B.B.A.), ABA certified Paralegal, Marketing, Legal
Jackson March 2014 - Present
Northwestern Mutual September 2013 - February 2014
MSU CACCE September 2012 - May 2013
MSU China Connect September 2011 - April 2012
Michigan State University China Study Abroad Program May 2011 - July 2011
Skills
Mandarin, Microsoft Excel, PowerPoint, Organizational..., NVU, Public Speaking, Prezi
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Finance, General
Harbin Institute of Technology 2011 — 2011
Minor, Mandarin Chinese
University of Toledo 2008 — 2009
Northwestern Mutual July 2014 - August 2015
Private Family Office January 2009 - June 2014
The Low Company January 2004 - December 2008
Tele Video Education, Inc. July 1997 - June 2004
Skills
Family Office, Philanthropy, Real Estate Development, Venture Capital, Private Equity, Contract Negotiation, Business Development, Project Planning, Budgets, Nonprofits, Marketing, Fundraising, Sales, Finance, Entrepreneurship, Start-ups, Real Estate, Management, Investments, Business Planning, Mergers & Acquisitions, Strategy, Due Diligence, Strategic Planning, Business Strategy, Strategic Partnerships, Asset Management, Management Consulting, Negotiation, Valuation, Executive Management, Competitive Analysis, Financial Analysis, Leadership, Lead Generation, Financial Modeling, New Business Development, Corporate Development, Market Research, Real Estate Economics, Corporate Finance, Residential Homes
Education
University of San Diego School of Law 2011 — 2013
JD, Business and Corporate Law, Taxation
Harvard Business School 2007 — 2009
PLD, Business
University of Southern California 2001 — 2004
BA, Political Science
Allianz Life June 2015 - Present
Northwestern Mutual May 2014 - January 2015
Gustavus Adolphus College September 2011 - January 2015
Total Hockey Minnesota June 2010 - September 2013
Gap Inc./Old Navy September 2011 - April 2012
Skills
Time Management, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning
Education
Gustavus Adolphus College 2011 — 2015
Bachelor's degree, Financial Economics
South Coast Baking March 2014 - Present
State Farm July 2013 - February 2014
Northwestern Mutual March 2013 - April 2013
JB Hunt Transport Services, Inc. February 2011 - February 2013
JB Hunt Transport Services, Inc. July 2008 - February 2011
Skills
Transportation..., Fleet Management, Truckload, Pricing, Transportation, Account Management, Sales, LTL, Management, Hard worker, Microsoft Word, Inventory Management, Container, Operations Management, Logistics, Time Management, Supply Chain
Education
Harding University 2004 — 2008
Bachelor's Degree, Professional Sales
Village CycleSport April 2000 - Present
Northwestern Mutual December 2013 - June 2014
Skills
Customer Service, Retail, Inventory Management, Merchandising, Microsoft Office, Microsoft Excel, Management, Store Management, Sales, Team Building, Visual Merchandising, Microsoft Word, Project Management, Strategic Planning, Bikes, Inventory Control, Bike Repair
Education
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor of Science (BS), Psychology
ATHS
Harper College
Chemistry and Mathematics
RightSignature LLC August 2015 - Present
Citrix Sharefile December 2013 - Present
Northwestern Mutual June 2013 - September 2013
Skills
Sales, SMB Sales, SaaS, Real Estate, Cold Calling, Lead Generation, Solution Selling, Cloud Computing, Professional Services, Customer Service, Financial Advisory
Education
Mars Hill College 2011 — 2013
Bachelor of Business Administration (BBA)
Hampden-Sydney College
Columbia Funding Mortgage DBA of American Pacific Mortgage Corp January 2013 - Present
World Financial Group (WFG) 2007 - Present
Premier Finance Group May 2011 - January 2013
FUEL Financial, Inc. 2010 - 2012
Five Rings Financial 2009 - 2010
Northwestern Mutual 2008 - 2009
CTX Mortgage August 2000 - August 2007
Skills
Mortgage Lending, Investments, Retirement Planning, Insurance, Risk Management, Fixed Annuities, Wealth Accumulation, Loans, Estate Planning, Retirement, Strategic Financial..., VA loans, Residential Mortgages, FHA, Life Insurance, Credit Analysis, Mortgage Banking, 401k, Real Estate Financing, Certified Mortgage..., Wealth, Long-term Care, Financial Analysis, Investment Advisory, Reverse Mortgages, Financial Services, Refinance, Investment Properties, Mutual Funds, FHA financing, Portfolio Management, USDA, Asset Management, Loan Origination, Credit, Funding, Government Loans, Debt Consolidation, Wealth Management, Real Estate, Underwriting, Mortgage Underwriting, Small Business, Banking, Construction Loans, Asset Allocation, Finance, Securities, Financial Advisory
Education
Hampshire College
Political Science
Northwestern Mutual September 2014 - Present
Northwestern Mutual October 2013 - August 2014
The Wellin Museum September 2012 - May 2013
Condé Nast Traveler January 2013 - January 2013
Frank Lloyd Wright Preservation Trust May 2012 - August 2012
National Suburban Special Recreation Association May 2012 - August 2012
The Emerson Art Gallery at Hamilton College January 2009 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Facebook, Event Management, Spanish, Time Management, Public Relations, Social Networking, Recruiting, Event Planning, Press Releases, PowerPoint, Public Speaking, Research
Education
Hamilton College 2009 — 2013
Bachelor of Arts, Art History, Spanish
Temple University in Rome 2012 — 2012
The Willows Academy 2005 — 2009
High School Diploma
Ecolab 2014 - Present
Ecolab 2012 - 2014
Ecolab 2011 - 2012
Northwestern Mutual 2009 - 2011
Skills
Financial Analysis, Financial Reporting, Financial Forecasting, Financial Accounting, Investments, Mainframe, Hyperion HFM, Microsoft Office, Capital Budgeting, Account Reconciliation
Education
Hamline University 2015 — 2017
Master of Business Administration (MBA), Finance
University of Wisconsin-La Crosse
Bachelor of Science (B.S.), Finance and Economics
Sunrise Medical October 2014 - Present
Key Equipment Finance Inc. January 2007 - January 2012
Northwestern Mutual August 2006 - January 2007
Farmers Insurance February 2006 - May 2006
Skills
Cash Management, Foreign Exchange..., Debt Management, Cash Flow Forecasting, Risk Assessment, Cash Flow, Risk Management, Credit, Finance, Banking, Portfolio Management, Relationship Management, Commercial Lending, Loans, Credit Analysis, Financial Analysis, Financial Reporting, Asset Management, Financial Services
Education
Hardin-Simmons University 2000 — 2005
Bachelor of Arts (BA), Finance
FHA Architects September 2014 - Present
The Tile Shop July 2013 - September 2014
Priority Technologies November 2009 - August 2014
Talent Acquisition Global Group August 2008 - March 2010
Northwestern Mutual October 2006 - June 2008
First Choice Home Healthcare May 1994 - March 1995
Vicorp May 1991 - February 1994
Skills
Management, Microsoft Excel, Public Speaking, Strategic Planning, New Business Development, Customer Service, Process Improvement, Leadership
Education
University of Colorado at Boulder 1986 — 1989
BS, Accounting
Hardin-Simmons University 1985 — 1986
Attended one year, Accounting and Business/Management
City of Saint Paul August 2015 - Present
Lowertown Enterprises LLC. January 2014 - Present
Analysts International Corporation (AIC) July 2014 - January 2015
Home Essentials November 2004 - January 2015
Dart Transit February 2013 - July 2014
Mercer/ SF Advance May 2011 - May 2012
Steffen Hockey Training March 2004 - March 2012
Northwestern Mutual March 2009 - November 2010
The Mental Edge June 2007 - August 2007
Skills
Customer Service, Coaching, Teaching, Documentation, Software Documentation, Microsoft Office, Microsoft Excel, Inventory Management, Sales, Time Management, Access, Microsoft Word, Team Building, Training, Public Speaking, Logistics, Account Management, Retail, Budgets, Management, Leadership, Project Management
Education
University of Minnesota-Twin Cities 2007 — 2011
Psychology
Hamline University 2007 — 2009
Hill-Murray High school 2002 — 2006
Northwestern Mutual February 2009 - Present
Education
Harding University
Business, Finance
Winn Development June 2015 - August 2015
Harvard University Joint Center for Housing Studies August 2014 - May 2015
Wells Capital Management June 2012 - August 2014
Northwestern Mutual May 2011 - August 2011
U.S. House of Representatives May 2010 - August 2010
Harley-Davidson Motor Company May 2008 - August 2008
Skills
Investments, Bloomberg, Fixed Income, Valuation, Investment Management, Financial Analysis, Financial Modeling, Equities, Equity Research, Mutual Funds, Equity Valuation, Credit Analysis, Financial Statement..., Geospatial Data
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA), Finance and Sustainability Certificates
Harvard University Graduate School of Design 2014 — 2017
Master in Urban Planning, International Development and Infrastructure and Transportation concentrations
Marquette University 2008 — 2012
Honors Bachelor of Science, Finance and International Business, Cum laude
Simmons First Investment Group, Inc. February 2015 - Present
Kernodle & Katon Asset Management Group April 2014 - December 2014
Northwestern Mutual 2011 - 2014
Harding University 2007 - 2011
Skills
Customer Service, Microsoft Word, Public Speaking, Leadership, Microsoft Excel, Finance, PowerPoint, Event Planning, Leadership Development, Higher Education, Microsoft Office, Access, Social Media, Research, Training, OS X, Nonprofits
Education
Harding University 2003 — 2007
Bachelor of Business Administration (BBA), Business Management
Northwestern Mutual May 2013 - Present
Furniture Warehouse March 2012 - May 2013
Rack Room Shoes April 2011 - August 2011
Skills
Communication, Music, Public Speaking, Management, Team Leadership, Mission Work
Education
Middle Tennesee State University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), General Studies, Senior
Harding University 2009 — 2011
Studied Kinesiology and Minor in History
Hampton University August 2015 - Present
Capital Tax Service, LLC. February 2015 - Present
South Carolina Small Business Chamber of Commerce February 2015 - Present
University of South Carolina June 2011 - Present
Northwestern Mutual May 2014 - January 2015
University of South Carolina June 2011 - 2015
Skills
PowerPoint, Project Management, Marketing Strategy, People Skills, People Development, Connecting People, Missions, Sports, College Football, Leadership, Team Building, Team Leadership, Team Management, Situational Leadership, Management, Sales Management, Operations Management, Young People, Music
Education
Hampton University 2015 — 2016
Master of Sport Administration, Sport Business Leadership
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (BS), Marketing/Marketing Management, General, Graduate
Northwestern Mutual August 2015 - Present
Next Step Living January 2015 - July 2015
Next Step Living February 2014 - December 2014
Next Step Living July 2013 - January 2014
Next Step Living, Inc February 2013 - July 2013
Bloomingdale's May 2011 - December 2012
Psychology Department, Hartwick College September 2011 - May 2012
A.O. Fox Nursing Home September 2011 - December 2011
Skye Farm Camp June 2009 - August 2010
Skills
Psychology, Teaching, Event Planning, Retail Sales, Visual Merchandising, Cashiering, Merchandising, Loss Prevention, Cash Register, Merchandise, Retail, Phone Etiquette, Customer Service, Sales, Data Entry, Social Networking, Time Management, Public Speaking, Management, Microsoft Excel
Education
Hartwick College 2008 — 2012
Bachelor of Arts (BA), Psychology
Insperity 2014 - Present
CareScout 2013 - 2013
Turner Into Shape LLC dba Get In Shape For Women 2011 - 2012
TD Ameritrade 2009 - 2011
Banc of America Investments 2004 - 2009
Morgan Stanley Dean Witter 2003 - 2004
Northwestern Mutual 1999 - 2003
State Street 1992 - 1999
Skills
Management, Business Development, Entrepreneurship, Strategic Financial..., Small Business, Strategy, Training, Customer Service, Fitness, Leadership, Sales, Mutual Funds, Community Outreach, Healthcare, Nutrition, Health, Employee Benefits, Franchising, Budgets, Business Strategy, Business Analysis, Business Planning, Human Resources, Financial Planning
Education
Institute for Integrative Nutrition 2014 — 2016
Certified Health Coach
International Foundation of Employee Benefit Plans and the Wharton School at Univ. of Penn. 2014 — 2016
Certified Employee Benefit Specialist (CEBS)
American Council on Exercise 2013 — 2013
Certified Personal Trainer certification, Personal fitness & nutrition guidance
Chapman Institute 2013 — 2013
Certified Wellness Program Coordinator, CWPC, WellCert program of Worksite Wellness, Rec'd recommendation ltr from Larry Chapman
Harvard University 1992 — 1994
Graduate Certificate, Extension School, CSS Program Certificate in Special Studies of Admin & Mgmt., B+ average
University of Massachusetts at Lowell 1981 — 1986
Bachelor's Degree, Social Psychology
Hudson Catholic High School 1978 — 1981
High School
Northwestern Mutual May 2013 - October 2014
Hampden-Sydney College April 2013 - May 2014
Hampden-Sydney College August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
Skills
Leadership, Management, Decisiveness, Economics, Finance, Data Analysis
Education
Hampden-Sydney College 2008 — 2014
Economics and Business
Amherst County High School 2006 — 2010
Beacon Resources, a DLC company May 2015 - Present
Randstad Professionals July 2013 - April 2015
Northwestern Mutual September 2012 - June 2013
Direct Hire Associates, LLC March 2010 - September 2012
Robert Half Legal September 2004 - June 2009
Robert Half International September 2004 - June 2009
Golden Ram Fabrics April 1996 - September 2004
Skills
Recruitment/Retention, Email Marketing, Administration, Cold Calling, Litigation Support, Interviewing, Employment Law, Hiring, Interviews, Human Resources, Talent Management, Interview Preparation, System Administration, HRIS, Legal Compliance, Internet Recruiting, Career Counseling, Permanent Placement, Benefits Negotiation, Applicant Tracking..., Talent Acquisition, Executive Search, Resume Writing, Corporate Law, Training, Recruiting, Mediation, Temporary Placement, Personnel Management, Benefits Administration, Finance, Sourcing, Networking, Performance Management, Account Management, Candidate Generation, Contract Recruitment, College Recruiting, Staffing Services, Licensing, Employee Relations, Career Development, Screening, Background Checks, Temporary Staffing, Screening Resumes, Time Management, Technical Recruiting, Social Networking, PeopleSoft
Education
Northwestern University School of Law 1992 — 1995
JD, Law
Harvard University 1988 — 1992
BA, American History
Eagle Rock High School 1985 — 1988
Super Lawyers, part of Thomson Reuters February 2015 - Present
FindLaw, a Thomson Reuters business July 2012 - February 2015
MedLearn December 2011 - May 2012
Northwestern Mutual September 2008 - April 2009
Thomson Reuters January 2007 - May 2008
Imaging Path June 2006 - November 2006
Tamarack Habilitation Technologies, Inc. February 2005 - December 2005
VHA March 2004 - May 2004
Sun Country Airlines May 2002 - February 2004
Skills
Customer Service, Sales Process, B2B, Marketing Strategy, Management, Cold Calling, Sales, Account Management, Sales Management, Presentations, Marketing, Sales Operations, Market Research, Social Media, Online Marketing, Solution Selling, Salesforce.com, Online Advertising, Selling, Team Leadership, Sales Presentations, Advertising Sales, Strategic Planning, CRM, Lead Generation, Email Marketing, Event Planning, Direct Sales, Social Media Marketing, SEO, SEM, PPC, Digital Marketing, Direct Marketing, Web Marketing, Blogging, Social Networking, Google Adwords
Education
Hamline University 2009 — 2015
M.A, Teaching
University of Saint Thomas 2001 — 2005
B.A., Marketing Management
Eastview High School
Ameriprise Financial Services, Inc. April 2012 - Present
Northwestern Mutual June 2011 - January 2012
Education
Gustavus Adolphus College 2007 — 2011
B.A. Econ, Financial Economics
St. Paul Academy 2002 — 2006
Total Quality Logistics November 2014 - Present
Northwestern Mutual June 2012 - March 2014
EDD Memorial Fund 2009 - 2013
Federal Reserve Board March 2012 - March 2012
Hartwick College August 2011 - January 2012
TeleHealth At Home Care February 2011 - May 2011
Skills
Microsoft Excel, Financial Analysis, Leadership, Finance, Personal Financial..., Mutual Funds, Financial Services, Insurance, Retirement Planning, PowerPoint, Sales, Microsoft Office, Customer Service, Time Management, Management
Education
Hartwick College 2009 — 2013
Business Administration
Roosevelt Academy University 2011 — 2011
Corporate Leadership
US Bank Corporate Trust December 2014 - Present
PFM December 2013 - December 2014
Northwestern Mutual May 2007 - November 2013
New York & Company October 2008 - July 2010
Darden January 2005 - May 2007
Skills
Receptionist Duties, Microsoft Publisher, Life Insurance, Administrative Work, Administrative..., Client Relations Skills, Coordinating Events, Data Entry, Spreadsheets, Microsoft Office, Macintosh Applications, Photoshop, Adobe Bridge, Illustrator, Switchboard Operator, Proficient Typing Skills, Multi Tasking, Design, Sewing, Photography, Organization, Priority Management, Mail Merge, Administrative..., Customer Service, Microsoft Excel, PowerPoint, Management, Social Media, Sales, Marketing, Microsoft Word, Administration, Social Networking
Education
Savannah College of Art and Design 2012 — 2013
Design and Visual Communications, General
Harrisburg Area Community College 2009 — 2010
Photography
Philadelphia University 2005 — 2008
Fashion Design
Alhambra Investment Partners LLC May 2015 - Present
Wachtell, Lipton, Rosen & Katz May 2014 - July 2014
University of Florida July 2013 - October 2013
GE Capital May 2012 - August 2012
Northwestern Mutual June 2011 - August 2011
NYSE Euronext June 2011 - June 2011
Skills
Leadership, Training, Finance, Marketing, Entrepreneurship, Financial Analysis, Research, Valuation, Corporate Finance, Bloomberg, Investment Banking, Financial Modeling, Project Planning, Economics
Education
Harvard Law School 2014 — 2017
Doctor of Law (J.D.)
University of Florida- Hough Graduate School of Business 2012 — 2014
Master of Science in Finance
University of Florida - Warrington College Of Business 2010 — 2013
Bachelor of Science in Finance
Belen Jesuit Preparatory School
IBM May 2015 - July 2015
IBM July 2013 - April 2015
Bloomberg LP June 2012 - August 2012
The Kafafian Group, Inc. June 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
US Sports Camps June 2009 - August 2009
Skills
Economics, Financial Modeling, Data Analysis, Bloomberg, Econometrics, Economic Research, PowerPoint, Stata, Spanish, Leadership, Problem Solving, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Government, Monetary Policy, Bonds, Life Insurance, Golf, Financial Analysis, Strategy, Finance
Education
Harvard Law School 2015 — 2018
Doctor of Law (J.D.)
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Economics and Government & Law, 3.92
University of Oxford 2011 — 2011
Bachelor of Arts (B.A.), Economics
East Brunswick High School 2005 — 2009
Northwestern Mutual January 2012 - Present
Northwestern Mutual January 2012 - April 2013
Harding University August 2008 - December 2012
Simmons First Bank March 2011 - January 2012
Colton's Steakhouse and Grill January 2010 - April 2011
Hibbett Sporting Goods May 2009 - February 2010
Education
Harding University 2008 — 2012
Bachelors, Finance, Marketing
Wells Fargo February 2015 - Present
Taco John"s January 2007 - Present
Northwestern Mutual May 2012 - September 2012
Taco John's July 2004 - January 2007
Taco John's May 2001 - July 2004
Skills
Customer Service, Microsoft Office, Employee Relations, Time Management, Legal Writing, Legal Research, Finance, Inventory Management, Management, Leadership, Result Oriented, Business Development, Customer Relations, Financial Analysis, Staff Development, Team Building, Recruiting, Diplomacy, Vendor Relations, Life Insurance, Fixed Annuities, Disability Insurance, Long Term Care Insurance
Education
Hamline University 2011 — 2013
BBA, Finance, 3.52 GPA Cum Laude
Tartan Senior Highschool
American Red Cross June 2014 - Present
American Red Cross 2014 - 2015
American Red Cross 2014 - 2015
Northwestern Mutual June 2011 - December 2013
Self Employed September 2010 - June 2011
Medical Action Industries Inc. September 2008 - September 2010
HMMC 2005 - 2010
Medical Action Industries September 2008 - November 2009
Graham Professional Medical 2004 - 2008
Health Care Links 1999 - 2000
Skills
Healthcare, Strategic Planning, Sales, Medical Devices, Management, Program Management, Sales Management, Account Management, New Business Development, Contract Negotiation, Cross-functional Team..., Business Analysis, Process Improvement, Forecasting, Sales Operations, Insurance, Finance, Marketing, Selling, Strategy, Business Planning, Team Building, Start-ups, Competitive Analysis, Leadership, Budgets, Marketing Strategy, Direct Sales, Business Development, Sales Process, Negotiation, Product Marketing, Product Management, Product Launch, Product Development, Mergers & Acquisitions, Business Strategy, Management Consulting, Coaching, CRM, Team Leadership, Financial Analysis, P&L Management, Analysis, Executive Management
Education
Hampden-Sydney College
Northwestern Mutual 1993 - Present
Skills
Mutual Funds, Strategic Planning, Banking, Insurance, Financial Analysis, Risk Management, Strategic Financial..., Leadership Development, Leadership, Process Improvement, Series 7, Analysis
Education
Harvard Law School 1977 — 1980
JD
Northwestern Mutual April 1990 - Present
Education
Hamilton College 1963 — 1967
A.B., Economics, Mathematics
James Madison University
Man Coverage 2009 - Present
ESPN 2006 - 2008
Northwestern Mutual 2005 - 2007
Skills
Recruiting, Finance, Insurance, Marketing, Marketing Strategy, Entrepreneurship, Social Media, Social Media Marketing, Life Insurance, New Business Development, Strategic Planning
Education
University of Pittsburgh 1987 — 1991
BS, Economics
Harvard Business School
Certificate, Entrepreneurial Business Program
Northwestern Mutual November 2014 - September 2015
Lakeshore Players Inc October 2012 - September 2014
Lakeshore Players Inc September 2012 - September 2014
American Girl August 2010 - October 2012
Lakeshore Players Inc August 2010 - December 2010
Portrait Innovations October 2009 - June 2010
Data Recognition Corporation March 2010 - May 2010
Maurices July 2009 - October 2009
Hamline University Theatre October 2007 - May 2009
Skylark Opera May 2008 - June 2008
Skills
Costumes, Theatre, Fashion, Sewing, Event Planning, Microsoft Office, Acting, Public Speaking, Photoshop, Performing Arts, Nonprofits, Social Media, Teaching
Education
Hamline University 2005 — 2009
B.A., Theatre Arts, History
Hamline University
B.A, Theatre Arts and History
Northwestern Mutual June 2015 - Present
Harvard Business School July 2010 - May 2015
Johnson Controls August 2008 - May 2015
Johnson Controls June 2005 - July 2008
Johnson Controls June 2002 - August 2004
Skills
Supplier Diversity, Data Analysis, Strategy, Competitive Analysis, Business Strategy, Management Consulting, Market Research, Valuation, Analytics, Entrepreneurship, Market Analysis, Leadership, Business Development, Strategic Planning, Program Management, Cross-functional Team..., Analysis, Management, Research, Public Speaking, Change Management, Qualitative Research, Research Design, Business Analysis, Curriculum Development, Corporate Social..., Social Innovation
Education
Harvard Business School 2010 — 2015
Doctor of Philosophy (Ph.D.), Organizational Behavior
Harvard University 2010 — 2014
Master’s Degree, Sociology
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management
University of Wisconsin-Madison 2001 — 2005
BA, Economics & International Studies
Diamond Resorts International® August 2015 - Present
Rodgers Initiative for Community Health, Inc. August 2007 - Present
Wyndham Vacation Ownership August 2013 - August 2015
Liberty Mutual January 2011 - February 2013
Northwestern Mutual April 2009 - March 2011
First Market Bank March 2007 - May 2009
Hometown Realty 2005 - 2008
Mike Ferry Organization 2005 - 2006
MCI Worldcom 2000 - 2002
Skills
Sales, Finance, Business Planning, Non-profits, Credit Risk, Employee Benefits, Customer Satisfaction, Investments, Insurance, Marketing, Strategic Financial..., Customer Service, Negotiation, Real Estate, Account Management, Sales Management, Small Business, Business Development, Management, Underwriting, Loans, Training, CRM, Selling, Financial Services, Fixed Annuities, Life Insurance, Term Life Insurance, Budgets, Business Strategy, Leadership, Time Management, Banking, Consulting, Disability Insurance, Mortgage Lending, Portfolio Management, Investment Properties, Mutual Funds, Securities, Entrepreneurship, Retirement, Human Resources, Coaching, Retirement Planning, Risk Management, Cold Calling, Credit, Financial Analysis, Relationship Management
Education
North Carolina Central University 2003 — 2005
Marketing
Hampton University 1998 — 2002
Marketing
Atlee High School 1994 — 1998
Junk-A-Haulics September 2010 - Present
United Upstarts April 2012 - February 2013
AvePoint April 2012 - January 2013
Northwestern Mutual May 2009 - September 2010
Vector Marketing June 2006 - May 2009
Skills
Entrepreneurship, Start-ups, Sales, Marketing, Sales Management, Marketing Strategy, Social Networking, Management, Public Speaking, Social Media, Strategic Partnerships, Small Business, Account Management, Lead Generation, Ninja Skills, Solution Selling, Salesforce.com, Online Marketing, Market Research, Business Development, Cold Calling, Social Media Marketing, Leadership, SEO, Project Management, Advertising, New Business Development, Event Planning, Start-up Consulting, Relationship Management, Online Advertising, Email Marketing, Google Adwords, Research, Writing, Strategy, Customer Retention, Forcasting, Digital Media, Critical Thinking, Networking
Education
Hamilton College 2005 — 2009
Bachelor of Arts (B.A.), Philosophy (Major) Religion (Minor) Art (Minor)
Delbarton School 2001 — 2005
High School Diploma
EY July 2015 - Present
EY January 2015 - March 2015
College of William and Mary, Mason School of Business August 2014 - December 2014
College of William and Mary, Mason School of Business, Master of Accounting Program August 2014 - December 2014
Hampden-Sydney College May 2013 - May 2014
Hampden Sydney College August 2011 - May 2014
Hampden Sydney College Admissions August 2011 - May 2014
Hampden Sydney College January 2011 - May 2014
Northwestern Mutual May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, C++, Accounting, English, Life & Health Insurance...
Education
The College of William and Mary - The Mason School of Business 2014 — 2015
Master's Degree, Accounting
Hampden-Sydney College 2010 — 2014
Bachelor of Science (B.S.), Mathematical Economy, French
Fifth Third Private Bank November 2013 - Present
Endzone Coverage 2009 - Present
ESPN 2006 - 2008
Northwestern Mutual 2005 - 2007
Skills
Entrepreneurship, Public Speaking, Keynote, Sales Motivation, Presentations, Wealth Management, Investments, Insurance, Broadcast Television, Radio Broadcasting, Sports, Football, NFL, Venture Capital, Business, Leadership, Team Building, Team Leadership, Teamwork, Winning Teams, Charity Work
Education
University of Pittsburgh 1987 — 1992
Harvard Business School
Certificate, Entrepreneurial Business Program
Northwestern Mutual July 2014 - Present
Education
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), Economics
The Pennington School 2006 — 2010
Magna Cum Laude
Staples August 2014 - Present
The Parthenon Group September 2013 - August 2015
GE July 2011 - August 2013
Hamilton College 2008 - 2011
Hamilton College 2008 - 2011
Northwestern Mutual May 2009 - June 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Strategic Financial...
Education
Hamilton College 2007 — 2011
Bachelor of Arts, Economics, Communications
Shenendehowa High School 2004 — 2007
Northwestern Mutual September 2013 - Present
Prudential Insurance January 2008 - November 2012
Prudential Insurance November 2003 - January 2007
Prudential Insurance January 2001 - November 2003
Prudential Insurance August 1999 - December 2000
Prudential Insurance February 1997 - July 1999
DLA Piper July 1987 - February 1997
Ginsberg, Feldman & Bress, Chartered May 1985 - June 1987
Skills
Risk Management, Insurance, Economic Capital, Enterprise Risk..., Reinsurance, Portfolio Management, Transactional Law, Project Management, Securities, Retirement, Capital Management
Education
University of Virginia School of Law 1982 — 1985
J.D., Law
Hamilton College 1977 — 1981
A.B., English
Northwestern Mutual July 2014 - Present
Northwestern Mutual July 2014 - Present
Northwestern Mutual July 2013 - May 2014
Clarks May 2000 - August 2013
Skills
Retail Sales, Store Management, Visual Merchandising, Loss Prevention, Profit, Time Management, Merchandise Planning, Merchandising, Store Operations, Customer Service, POS, Retail, Sales, Inventory Management, Fashion, Inventory Control, Apparel, Underwriting, Supply Ordering, Recruiting, Events Coordination, Project Coordination, Coordinating Schedules, Application Processing, Statistics, Business Planning, Business Development, Operations Management, Life, Accident, Health...
Education
Harrisburg Area Community College
Associate of Arts (AA), Business Administration and Management, General
Northwestern Mutual October 2012 - Present
Northwestern Mutual September 2010 - October 2012
Northwestern Mutual February 2009 - September 2010
Skills
Recruiting, Training, Sales, Public Speaking, Marketing, Finance, Investments, Leadership, Social Networking, Financial Services, Business Networking, Team Building, Coaching, Insurance, Entrepreneurship, Account Management, Networking, Business Development, Life Insurance
Education
Hanover College
Credit Score Consulting Group September 2013 - Present
Safeway 2012 - 2012
Northwestern Mutual June 2009 - February 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Pharmaceutical Industry, Lifesciences, Vast pharmaceutical..., Knowledge about the..., Access, Microsoft Network, Outlook, Spreadsheets, Data Entry
Education
Northwestern college 2010 — 2011
Pharmacy Technician, Pharmacy, Pharmaceutical Sciences, and Administration
Harper College 2006 — 2008
Associate's degree, General Studies
Scottrade August 2015 - Present
Vector Marketing June 2011 - Present
Scottrade August 2013 - August 2015
Thrivent Financial for Lutherans June 2013 - August 2013
Northwestern Mutual January 2013 - April 2013
Hubbard GM Center June 2012 - August 2012
Skills
Economics, Stata, PowerPoint, Microsoft Excel, Microsoft Office, Statistics, Data Analysis, Financial Modeling, Research, Valuation, Insurance, Financial Analysis, Finance, Analysis
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Pioneer Jr.-Sr. High School 2005 — 2009
Northwestern Mutual August 2013 - October 2013
RockTenn January 2013 - August 2013
Publix Super Markets November 2011 - March 2012
Independence First January 2010 - December 2010
Skills
Microsoft Office, Customer Service, Personal Care, Acting, Customer Satisfaction, Teamwork, Accounts Receivable, Public Speaking, Social Networking, Data Entry, Social Media, Retail, Outlook, Oracle Applications, Oracle Enterprise..., PeopleSoft, Time Management
Education
Year Up Atlanta 2012 — 2013
Information Technology
Gwinnett Technical College 2012 — 2012
Health Services/Allied Health/Health Sciences, General
Credit Suisse January 2015 - Present
R.G. & Sons Plumbing Inc. August 2014 - Present
Wells Fargo May 2014 - August 2014
Goldman Sachs July 2014 - July 2014
Sonora Investment Management February 2014 - May 2014
Northwestern Mutual July 2013 - January 2014
Investment Banking Institute July 2013 - August 2013
Intuit July 2011 - February 2012
College Works Painting February 2010 - April 2011
R.G. & Sons Plumbing Inc. May 2009 - August 2009
Skills
Sales, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Economics, Financial Services, Equity Research, DCF Valuation, Marketing, Customer Service, Long Term Asset..., Growth Investing, Value Investing, Qualitative Analysis, Quantitative Analytics, LBO, Comparable Analysis, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., FX Derivatives
Education
HBX Harvard Business School 2015 — 2016
HBX CORE
University of Arizona 2009 — 2014
Business Finance, 3.56/4.0
NYU 2013 — 2013
Sabino High School 2005 — 2009
High School Diploma
Homefront Realty February 2013 - Present
Northwestern Mutual March 2012 - January 2013
Richmond Country Club May 2008 - August 2008
YMCA of Greater Richmond June 2007 - August 2007
Skills
Coaching
Education
Hampden-Sydney College 2007 — 2011
B.A. in Economics, Rhetoric
Goochland High School
Northwestern Mutual June 2011 - Present
Capital Photography January 2008 - July 2012
Public School Teacher August 2006 - June 2011
Swim Coach Burnsville High School 2008 - 2010
Skills
Photography, Event Planning, Social Media, Microsoft Office, Customer Service, Non-profits, Marketing, Coaching, Leadership, Small Business, Public Speaking, Social Media Marketing, Nonprofits, Entrepreneurship, Customer Satisfaction, Social Networking, Strategy, Fundraising, Data Analysis, Sales, Leadership Development, Strategic Planning, Marketing Strategy, Team Building, Training, Budgets, Public Relations
Education
Kaplan University 2013 — 2014
CFP®, Financial Planning and Services
The American College 2013 — 2014
CLU®, Insurance
Hamline University 2008 — 2010
University of Wisconsin-La Crosse 2001 — 2006
Bachelor's Degree, Education
Frasier, Dean & Howard, PLLC February 2015 - Present
Bryan L. Parker CPA LLC August 2012 - January 2015
Regions Financial Corporation September 2012 - August 2013
Northwestern Mutual February 2011 - January 2012
K&G May 2010 - August 2010
The Medicine Chest February 2008 - August 2008
Skills
Accounting, Leadership, Public Speaking, Microsoft Excel, Management, Customer Service, Sales, Marketing, Finance, Time Management
Education
Harding University 2008 — 2014
BBA, Finance
Northwestern Mutual March 2013 - Present
Phillips Office Solutions September 2011 - March 2013
Phillips Office Solutions October 2009 - March 2013
Simply Grande 2007 - 2009
Accessorize By Design August 2006 - August 2007
Skills
Customer Relations, Project Implementation, Microsoft CRM, AutoCAD, Microsoft Office, Lease Administration, Order Management, Proposal Support, Team Leadership, Organizational..., Workplace Culture, Customer Service, Project Management, Leadership, Management, Sales Process, Document Imaging, Marketing, Direct Sales, B2B, Selling, Solution Selling, Managed Print Services, Sales
Education
Harford Community College 2005 — 2007
Associates, Interior Design
C. Milton Wright High School 2001 — 2005
Northwestern Mutual Financial Network February 2009 - Present
Northwestern Mutual December 2008 - December 2009
Skills
Wealth Accumulation
Education
Harding University
Bachelors, Finance
Colby College August 1999 - Present
RSU 18 / Messalonskee Schools April 2014 - Present
United Way of Mid Maine April 2014 - Present
Lake Forest College August 1993 - August 1999
Hamilton College November 1989 - July 1993
Clinton Swim Club November 1989 - July 1993
Brighton High School September 1988 - October 1989
Northwestern Mutual May 1988 - October 1989
Skills
Fundraising, Higher Education, Public Speaking, Teaching, Event Management, Coaching, Event Planning, Sports, Volunteer Management, Leadership Development, Budgeting, Problem Solving, Administration, Social Media, Public Relations, Account Management
Education
Hamilton College 1984 — 1988
Bachelor of Arts (B.A.), Economics
22squared May 2015 - Present
A Well-Suited Commentary December 2012 - May 2015
The Root July 2014 - March 2015
Northwestern Mutual June 2013 - July 2013
Northwestern Mutual June 2012 - July 2012
The Law Office of Clarence Roby, Jr. June 2011 - August 2011
Skills
Microsoft Office, conversational French, Adobe Acrobat, Analytics, Public Speaking, French, Research, PowerPoint, Teaching, Marketing, Corporate Communications, Management, Blogging, Team Building, Leadership, Public Relations, Social Media Marketing, Social Media, Social Networking, Digital Photography, Microsoft Excel, Time Management, Advertising, Event Planning, Marketing Communications, Photography, Photoshop
Education
Howard University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, Alumnus
Harvard Business School 2013 — 2013
General Managment (MBA - Immersion), Summer Venture Managment Program
Metairie Park Country Day School 2006 — 2010
High School Diploma
Northwestern Mutual May 2015 - Present
Skills
Organizational..., Critical Thinking, Leadership Development, Leadership, Team Building, Training, Team Leadership, Public Speaking, Operations Management, Cross-functional Team..., Entrepreneurship, Coaching, Time Management, PowerPoint, Organizational..., Teamwork
Education
Hamline University 2014 — 2016
Mathematics
United States Military Academy at West Point 2012 — 2014
Economics
Success Academy Charter Schools April 2014 - Present
State Farm Insurance August 2012 - July 2013
Northwestern Mutual October 2010 - July 2012
Hayes Office Products, INC September 2009 - January 2010
Skills
Investments, Asset Allocation, Estate Planning, Long-term Care, Disability Insurance, Education Funding, Series 63, Fixed Annuities, Securities, Retirement Planning, Strategic Financial..., Leadership, Management, Entrepreneurship, Risk Management, Sales, Insurance, Finance, Life Insurance, Analysis, Wealth Management, Asset Management, Selling, Small Business, Bonds, Alternative Investments, Fixed Income, Networking, Employee Benefits, Banking
Education
Hartwick College 2006 — 2010
BA, Business Administration
Clarkstown 1990 — 2006
State Street May 2012 - Present
Dublin Airport Authority June 2011 - July 2011
Northwestern Mutual April 2010 - December 2010
Skills
Microsoft Excel, Financial Analysis, Six Sigma, Microsoft Office, PowerPoint, Process Improvement, Sales, Excel, Word, Research, Client Service Oriented, Asset Management, Customer Service, International Business..., Lean Six Sigma, Lean Manufacturing
Education
HBX Harvard Business School 2014 — 2015
CORe: Credential of Readiness
University of Missouri-Columbia 2008 — 2012
Bachelor of Science, Business Administration, Emphasis in Management
Trinity College, Dublin 2011 — 2011
International Business
EventBuilder February 2015 - Present
Starbucks December 2014 - March 2015
Wilsey Media May 2013 - June 2014
CA Future Focused October 2012 - June 2013
Jackson Financial Management October 2012 - March 2013
Harvard University October 2010 - May 2012
Math Tutoring June 2010 - August 2011
Northwestern Mutual June 2010 - August 2010
Mathnasium June 2009 - August 2009
Skills
Economics, Statistics, PowerPoint, Data Analysis, Research, Teaching, Microsoft Excel, Microsoft Office, Microsoft Word, Stata, Analysis
Education
Pacific Lutheran University - School of Business 2015 — 2016
Master of Science (MS), Marketing Research
Harvard University 2008 — 2012
BA, Economics
Dana Hills High School 2004 — 2008
HCA IT&S June 2015 - Present
Well House Church November 2014 - Present
Mental Health Cooperative March 2014 - May 2015
Harding University August 2009 - December 2013
HCA IT&S May 2013 - August 2013
Harding Telecommunications Service January 2013 - May 2013
Northwestern Mutual June 2012 - December 2012
Stansell Electric Company, Inc. June 2011 - July 2011
Skills
Leadership, Critical Thinking, EHR, Business Analytics, EMC Storage, SYMCLI, Cisco MDS SAN switches, SQL, Defect Tracking, Business Planning, Troubleshooting, Access, Microsoft Excel, Pivot Tables, Visio, C++, HTML 5, CSS, Dreamweaver, Telecommunications, Networking, Prezi, PowerPoint
Education
Harding University 2009 — 2013
Bachelor’s Degree, Business Management/ Management Information Systems, 3.71 Cum Laude
Goodpasture Christian School 1996 — 2009
High School
Northwestern Mutual Peer AdvisorHanover CollegeAugust 2014 - Present
Hanover College August 2014 - Present
Skills
Insurance, Investments, Public Speaking
Education
Hanover College 2013 — 2017
Economics
Northwestern Mutual May 2015 - Present
Training Partners Inc. May 2014 - August 2014
Pool Professionals of the Carolinas May 2013 - August 2013
Pool Professionals of the Carolinas June 2011 - August 2012
Skills
Microsoft Word, Event Planning, Public Speaking, PowerPoint, Microsoft Office
Education
Hampden-Sydney College 2014 — 2016
Economics and Business, 3.82
University of North Carolina at Asheville 2012 — 2014
Bachelor of Science (BS), Cell/Cellular and Molecular Biology
Needham B. Broughton High School 2008 — 2012
UCLA Student Accounting Society January 2014 - June 2015
Northwestern Mutual June 2014 - August 2014
UBS July 2013 - July 2013
AUIA Taiwan July 2012 - August 2012
Citi January 2011 - February 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics (Honors)
Harvard University 2014 — 2014
Undergraduate Visiting, Economics
The University of Hong Kong 2013 — 2013
GBIA Summer School, Global Business and Management
U-Link College of International Culture 2009 — 2011
High School, GCE Cambridge A-Levels
Prime Time Healthcare May 2015 - Present
Viverea Vitals, INC September 2013 - Present
Westfield Plastic Surgery Center April 2014 - December 2014
Northwestern Mutual December 2012 - September 2013
ExamOne, a Quest Diagnostics Company January 2011 - November 2012
The Urology Center PC February 2009 - October 2010
Alegent Health Omaha June 2005 - January 2009
Skills
EKG, Phlebotomy, Vital Signs, Appointment Scheduling, Hospitals, Clinical Research, Medicine, Triage, Injectable, Pharmacy, EMR, Process Scheduler, Medical Terminology, Healthcare, Medical Records, Cpr Certified, Insurance, Patient Education, Medical Assisting, Chart, Wound Care, Drug Testing, Family Medicine, Compassion, Medical Transcription, Health Insurance
Education
Hamilton College 2002 — 2004
Associates degree, Applied Science
Jethrodata August 2015 - Present
MongoDB August 2013 - August 2015
Talener Group August 2012 - August 2013
Enterprise Rent-A-Car August 2011 - July 2012
Northwestern Mutual May 2010 - September 2010
Skills
Sales, Customer Service, Salesforce.com, Microsoft Office, Management, Cold Calling, Project Management, Social Media, Customer Relations, New Business Development, MongoDB, Big Data, B2B Sales, Public Speaking, Enterprise Software, Web Development, Start-ups, Developement, Application Development, Problem Solving, Employee Relations, Technical Recruiting, Java, SQL, PowerPoint, Microsoft Excel, Software Development, Microsoft Word
Education
Hartwick College
Bachelors of Art, Accounting, Business Administration
Onondaga Central
Ad Valorem Specialists January 2015 - Present
Northwestern Mutual July 2013 - November 2014
Education
Hampden-Sydney College
Bachelor of Arts (B.A.), History
DominionTech, Inc. March 2015 - Present
Fantasy Sports Analyst & Competitor July 2013 - Present
TD Bank February 2011 - February 2015
Northwestern Mutual November 2008 - January 2011
Skills
Investments, Retirement Planning, Leadership, Finance, Estate Planning, Financial Analysis, Strategic Financial..., Sales, Financial Services, Loans, Securities, Series 6, Series 63, Fixed Annuities, Small Business, Employee Benefits, Insurance, Disability Insurance, Life Insurance, Long-term Care, Financial Goals, Wealth Management, Portfolio Management, Mutual Funds, Retirement, Quantitative Research, Fantasy Sports, Fantasy Football, Mortgage Lending, Consumer Lending, Small Business Lending, Strategic Planning, Customer Service
Education
Harvard Extension School
Economics and History
Montpelier High School
High School, High School Diploma
JPMorgan Chase July 2014 - Present
Deloitte May 2013 - August 2013
Thurgood Marshall College Fund February 2013 - May 2013
Ann Taylor September 2011 - October 2012
Northwestern Mutual June 2012 - August 2012
Howard University School of Business August 2011 - May 2012
Skills
Great communications..., MS Word, Excel, and..., Some Japanese, Intermediate Spanish, Leadership, Highly Ambitious, Microsoft Excel, Spanish, Sales, Recruiting, Finance, Microsoft Word, Project Planning, Teamwork, Team Building, Management, Marketing, Public Relations, Financial Modeling, Accounting, Communication
Education
Howard University 2010 — 2014
B.B.A, Finance
Harvard Business School 2013 — 2013
Summer Venture in Management Program
Ameriprise Financial Services, Inc. April 2015 - Present
EHL Hockey September 2011 - Present
St. Croix Valley Recreation Center January 2007 - Present
Ameriprise Financial Services, Inc. June 2014 - April 2015
Ameriprise Financial Services, Inc. April 2011 - June 2014
Ameriprise Financial Services, Inc. April 2011 - October 2012
Northwestern Mutual January 2010 - April 2011
Coca-Cola Enterprises May 2006 - October 2008
Skills
Series 7, Mutual Funds, Retirement, Finance, Asset Allocation, Securities, Strategy, Equities, Series 63, Financial Advisory, Trading, Wealth Management, Investments, Leadership, Portfolio Management
Education
Hamline University 2005 — 2009
Business Management
Northwestern Mutual September 2015 - Present
Walleye Trading June 2011 - August 2014
Education
Hanover College 2011 — 2015
Bachelor of Arts (BA), Economics
Northwestern Mutual May 2015 - Present
Guillaume & Freckman February 2015 - May 2015
Northwest Orthopedic Surgery August 2013 - May 2015
Proof Of Design, Inc. March 2013 - August 2013
The Wendy's Company December 2011 - August 2013
Skills
Team Leadership, Public Speaking, Audio Engineering, Business Process..., Microsoft Office, Time Management, Team Building, Microsoft Excel, Outlook, Customer Service, Research, Microsoft Word, Teamwork, PowerPoint
Education
Northern Illinois University 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Harper College 2013 — 2014
Lord, Abbett & Co. LLC September 2015 - Present
J.P. Morgan December 2014 - August 2015
Northwestern Mutual June 2013 - August 2013
Skills
Investments, Finance, Financial Planning, Time Management, Financial Analysis, Management, Teamwork, Leadership
Education
Gwynedd Mercy University 2010 — 2014
Bachelor of Science (BS), Finance, General
GuideSpark July 2015 - Present
Lamont Library Cafe February 2014 - Present
Harvard Kennedy School of Government March 2014 - May 2015
Northwestern Mutual June 2014 - November 2014
The Harvard Crimson January 2013 - May 2014
Harvard Lab for Developmental Studies June 2013 - August 2013
American Diabetes Association May 2012 - August 2012
The Concilio May 2010 - August 2010
Skills
Marketing, Advertising, Spanish, Research, PowerPoint, Recruiting, Data Analysis, Stata, Social Media, Editing, Public Speaking
Education
Harvard University 2011 — 2015
Bachelor of Arts (BA), Economics
St. Mark's School of Texas
Central Penn College October 2011 - Present
The Mentoring Partnership of Central Pennsylvania October 2011 - February 2014
The Harrisburg Institute October 2009 - October 2011
Northwestern Mutual December 1996 - January 2010
Skills
Personnel Management, Community Engagement, Financial Oversight, Event Planning, Community Outreach, Leadership, Training, Public Speaking, Leadership Development, Program Development, Program Management
Education
Immaculata University
Doctor of Education (Ed.D.), Higher Education Administration
University of Phoenix Harrisburg Campus
Master of Business Administration (MBA), Management and Finance
Albright College
Bachelor of Science (BSBA), Business/Managerial Economics
Harrisburg Area Community College
Associate of Arts (AA), Business Administration
Fusion Training September 2015 - Present
Hamline University September 2015 - Present
Northwestern Mutual May 2015 - August 2015
Hudson Crusaders September 2012 - April 2015
Skills
Microsoft Office, PowerPoint, Finance, Microsoft Excel, Marketing, Customer Service, Public Speaking, Social Networking, Microsoft Word, Insurance, Higher Education, Higher Education..., Analysis, Financial Analysis, Management, Sales, Social Media
Education
Hamline University 2013 — 2017
Bachelor’s Degree, Finance, Legal Studies, Paralegal Certificate
Harding University August 2012 - Present
Northwestern Mutual March 2015 - August 2015
Promise Development Coporation December 2014 - January 2015
Mid-South Shows January 2014 - February 2014
Promise Development Corporation May 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Time Management, Budgets, Critical Thinking, Public Speaking, Teaching, Customer Service, Management, Communication, Research
Education
Harding University 2012 — 2016
B.B.A Management ; B.B.A Marketing, Senior
Northwestern Mutual June 2015 - Present
SIGMA PI FRATERNITY, UCLA November 2014 - Present
EUROBRUINS, UCLA April 2014 - Present
ATHENS-PSYCHICO COLLEGE, STUDENT GOVERNMENT October 2010 - June 2012
NIREAS CHALANDRIOU, WATER POLO CLUB September 2009 - December 2011
NATIONAL CENTER FOR SCIENTIFIC RESEARCH June 2009 - August 2009
Skills
Microsoft Office, C++, Mathematica, Mathematical Modeling, Mathematical Analysis, Mathematical Programming, Mathematical Physics, Physical Data Modeling, Physical Modeling, Problem Solving, Analytic Problem Solving, Team Problem Solving, Financial Analysis, Social Networking, Teamwork, Leadership, Data Analysis, Event Planning, Time Management, Marketing, Public Relations, Microsoft Excel, Research
Education
University of California, Los Angeles 2012 — 2016
B.S, Physics
Harvard University
Northwestern Mutual July 2014 - Present
Mohegan Sun Country Club February 2012 - April 2014
The Golf Channel October 2008 - December 2008
Skills
Golf, Leadership, Sports, Sports Management, Management, Player Development, Program Management, Tournaments, Sports Marketing, Fitness, Golf Management, PGA, Golf Courses, Coaching, Golf Course Management, Sponsorship, Golf Instruction, Event Planning, Public Speaking
Education
Harvard Extension School 2007 — 2011
Master of Business Administration (M.B.A.), PGA/PGM Certified Program
Penn State University 1991 — 1995
BS, Sports Psychology and Biomechanics
Forest Hill High School
Northwestern Mutual May 2011 - Present
Trademark Tours June 2010 - May 2011
Skills
Investments, Finance, Strategic Financial..., Financial Modeling, French, Retirement Planning, Insurance, Retirement, Series 7, Economics, Holistic Financial..., Series 63, series 66, Mutual Funds, Financial Analysis, Securities, Financial Planning, Public Speaking
Education
Harvard University
A.B., Cum Laude, Sociology and Economics
Walpole High School
Northwestern Mutual March 2015 - Present
Northwestern Mutual January 2008 - February 2015
The Spice Is Right Barbecue and Grilling Company October 2006 - January 2013
Marchetti & Company, P.C. CPAs January 2007 - December 2007
Skills
Strategic Planning, Finance, Management, Public Speaking, Leadership, Sales, Financial Analysis, Customer Service, Marketing, Analysis
Education
Hampden-Sydney College 2002 — 2006
Bachelor of Science, Applied Mathematics
Leadership Arlington
Chandler Advisors, LLC April 2012 - Present
Northwestern Mutual August 2011 - April 2012
Skills
Insurance, PowerPoint, Financial Analysis, Strategic Financial..., Public Speaking, Strategic Planning, Leadership, Marketing, Infinite Banking, Retirement Planning, Banking, New Business Development, Real Estate, Strategy, Budgets, Microsoft Excel, Risk Management, Employee Benefits, Finance, Project Planning, Small Business, Financial Advisory, Financial Services, Wealth, Retirement
Education
Harding University 2007 — 2010
Business, Professional Sales
Northern Trust Corporation July 2015 - Present
Northern Trust Corporation January 2014 - July 2015
Northwestern Mutual May 2013 - August 2013
Education
Olivet Nazarene University 2011 — 2013
BS, Finance, CFP Concentration, Dean's List Each Semester
Harper College 2009 — 2011
Associate of Arts (A.A.), Dean's List Each Semester
KBW November 2014 - Present
Putnam Investments December 2013 - October 2014
Putnam Investments July 2013 - December 2013
Northwestern Mutual May 2012 - October 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Strategic Financial..., Microsoft Office, Data Analysis, Financial Modeling, Public Speaking, Social Media, Finance, Research, Financial Planning, Mutual Funds
Education
Hamilton College 2009 — 2013
Bachelor of Arts (BA), Mathematics and Communications
The Pingry School 2006 — 2009
Bank of Arkansas November 2014 - Present
Arkansas Federal Credit Union July 2014 - November 2014
Arkansas Federal Credit Union October 2013 - July 2014
Arkansas Federal Credit Union July 2013 - October 2013
Arkansas Federal Credit Union August 2011 - August 2013
Northwestern Mutual October 2010 - July 2011
The Toggery May 2007 - August 2010
Skills
Microsoft Excel, Customer Service, Access, Microsoft Word, Microsoft Office, Outlook, Life Insurance, Insurance, Finance, Loans, Banking, Credit, Training, Credit Analysis, Loan Origination, Coaching, Credit Risk, Consumer Lending, Sales, Management, Leadership, Financial Analysis, Financial Services, Strategic Financial..., Public Speaking, Strategic Planning, PowerPoint
Education
Harding University 2007 — 2011
BBA, Finance
Fernau LeBlanc Investment Partners January 2015 - Present
Tufts University June 2014 - December 2014
Cleveland Browns October 2013 - March 2014
State Street Bank June 2013 - August 2013
Harvard Alumni Association March 2013 - June 2013
Northwestern Mutual May 2012 - January 2013
Skills
Management, Coaching, Investments, Finance, Access, Financial Analysis, Real Estate, Series 7, Stata, Economics
Education
Harvard University 2010 — 2014
Sociology
Selinsgrove High School 2006 — 2010
Owens and Minor April 2013 - Present
Northwestern Mutual May 2011 - September 2012
Skills
Retirement Planning, Wealth Management, Key Person Insurance, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Economics, Microsoft Excel, Leadership, Life Insurance
Education
Hampden-Sydney College 2008 — 2012
Bachelor's degree (Deans List), Economics
Northwestern Mutual October 2013 - Present
Northwestern Mutual September 2006 - September 2013
Northwestern Mutual January 2003 - September 2006
Northwestern Mutual August 1985 - December 2002
Skills
IT Strategy, SDLC, Business Analysis, Software Project..., Requirements Analysis, Vendor Management, Project Portfolio..., Project Management, Integration, Requirements Gathering, Risk Management
Education
Lakeland College 1996 — 2002
Bachelor, Computer Science
Harper College
Associate's degree, Accounting
Kenny Kent Toyota Lexus Scion July 2014 - Present
Strouse Wealth Advisors June 2013 - July 2014
Northwestern Mutual December 2010 - May 2013
Northwestern Mutual January 2009 - December 2010
Education
University of Southern Indiana 2006 — 2008
B.S., Finance, Economics
Hanover College 2003 — 2005
Psychology, Political Science
All Things Swanky November 2013 - Present
Northwestern Mutual January 2010 - October 2013
Northwestern Mutual Financial Network 2001 - January 2010
Skills
Customer Service, Public Speaking, Leadership, Nonprofits, Microsoft Office, Fundraising, Event Planning, Wedding consulting, Floral Design, Volunteer Management
Education
Hardin-Simmons University 1978 — 1982
Securian Financial Group May 2013 - Present
Northwestern Mutual March 2005 - May 2013
Education
Hamline University
B.A., Business Management
Hamline University School of Law
J.D.
RetailData LLC January 2013 - Present
Enterprise Rent-A-Car June 2012 - January 2013
Northwestern Mutual May 2011 - December 2011
Cohee-Massey Ties April 2009 - December 2011
Skills
Account Management, Long Term Care, Teamwork, Pricing, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Retirement Solutions, Wealth Accumulation, Term Life Insurance, Whole Life, Disability Insurance
Education
Hampden-Sydney College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Waterstone Mortgage Corporation August 2012 - Present
21st Century Staffing April 2012 - July 2012
Northwestern Mutual October 2011 - April 2012
Hamilton College January 2008 - May 2011
Viacom January 2010 - May 2010
Skills
PowerPoint, Finance, Digital Marketing, Troubleshooting, Microsoft Office, Social Media, Start-ups, System Administration, Technical Support, Public Speaking, Financial Analysis, Customer Service, Analysis, Microsoft Excel
Education
Hamilton College 2007 — 2011
Bachelor's, Communication
Pacific Coast Home Solutions October 2011 - Present
Northwestern Mutual March 2011 - October 2011
Ratner Consulting January 2006 - February 2011
Ironwood Advisory March 2002 - February 2011
Balanced Success International 2006 - 2008
Hedman M & A Advisors 2005 - 2006
Etech Securities 2004 - 2005
Kann Capital, Ltd. September 2002 - March 2004
Koffler & Co January 2000 - August 2002
Education
Harvard Law School 1968 — 1971
JD, Law
Northwestern University 1964 — 1968
B.A., History
Oak Park River Forest High School 1960 — 1964
Edward Medical, Linden Oaks September 2015 - Present
WOW! Internet, Cable & Phone October 2007 - September 2015
Northwestern Mutual October 2001 - June 2006
RR Donnelley October 1997 - May 2001
RR Donnelley & Sons Logistics June 1995 - October 1997
Skills
Human Resources, Employee Benefits, Recruiting, Employee Relations, Interviews, Management, New Hire Orientations, FMLA, Deferred Compensation, Customer Service, Team Leadership
Education
Harper College 1991 — 1993
Associate in Applied Science, Paralegel Studies
Downers Grove North HS 1985 — 1989
Grainger February 2015 - Present
Grainger June 2013 - Present
Nitel June 2012 - April 2013
Northwestern Mutual May 2010 - December 2011
Nordstrom August 2006 - September 2007
Skills
Life Insurance, Disability Insurance, Insurance, Financial Analysis, Long Term Care Insurance, Retirement Planning, Long-term Care, Investments, Retirement, Employee Benefits, Telecommunications, Fixed Annuities, Strategic Financial..., Education Funding, Variable Products, IRAs, Wealth Accumulation, Estate Planning, Term Life Insurance, Hosted Voice, SIP Trunking, T1, Connectivity, VoIP, Customer Service, Sales, Supply Chain, Inside Sales, Outside Sales, SAP, SAP CRM, CRM, Cold Calling, Territory Management, Wholesale
Education
Illinois State University 2007 — 2010
B.S., Finance and Insurance
University of the West of England 2009 — 2009
Summer School Undergraduate, International Business, 4.0
Harper College 2006 — 2007
None, Undergraduate Studies, 3.8
Corporate Contract Services February 2006 - Present
Hamline University August 2013 - May 2014
Northwestern Mutual May 2013 - August 2013
Skills
Philanthropy, Swimming, Teamwork, Computers, Leadership, Project Management
Education
Hamline University 2010 — 2014
Bachelor's degree, Economics, History
Benilde-St. Margaret's 2006 — 2010
Northwestern Mutual November 1993 - Present
Education
Harvard University 1981 — 1985
Bachelor of Arts
Menlo-Atherton High School 1977 — 1981
Banyan Consulting Group Inc. October 2003 - Present
Northwestern Mutual October 2003 - August 2010
Morgan Keegan February 1998 - October 2003
Education
Hampden-Sydney College 1993 — 1997
B.A., Managerial Economics
Fork Union Military Academy
Northwestern Mutual November 2001 - Present
Northwestern Mutual Financial Network+ January 2006 - January 2007
Northwestern Mutual Financial Network November 2001 - December 2005
Donaldson, Lufkin & Jenrette 1998 - 1999
Education
American College, Masters In Financial Services 2005 — 2007
Masters Degree, Financial Services
American College 2002 — 2004
Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter
Hamilton College 1994 — 1998
Bachelor of Arts, Economics
Northwestern Mutual August 2003 - Present
Skills
Investments, Management, Portfolio Management, Wealth Management, Strategic Financial..., Retirement Planning
Education
The American College 2004 — 2012
CLU, ChFC, CASL, RICP
Harvard University 1999 — 2003
Bachelor of Arts, Government/International Relations
Hillsboro High School 1996 — 1999
JT Moore
Percy Priest
Percy Priest
Northwestern Mutual July 2012 - Present
UBS Financial Services, Inc. September 2006 - July 2012
Laffer Investments October 2004 - September 2006
Capital Trust Wealth Management August 2001 - October 2004
Skills
Series 7, Wealth Management, Financial Services, Mutual Funds, Portfolio Management, Investments, 401k, Securities, Relationship Management, Equities, Investment Advisory
Education
Harding University 1996 — 2000
Marketing
Harris Asset Management, Inc. November 2010 - Present
Northwestern Mutual November 1972 - Present
Harris & Earls January 1971 - November 1972
Skills
Fixed Annuities, Life Insurance, Insurance, Term Life Insurance, Investments, Underwriting, Estate Planning, Disability Insurance, Retirement Planning, Health Insurance, Financial Planners, Workers Compensation, Long-term Care, Small Business, Risk Management, Estate Tax Planning, Long Term Care Insurance, Asset Management, IRAs, 401k, Wealth Accumulation, Retirement, Mutual Funds, Trusts, Financial Advisory, Wealth Management..., Financial Planning, Wealth Management, Securities
Education
The University of Texas School of Law 1966 — 1969
J. D., Law
Harvard University 1960 — 1966
Fidelity Investments February 2015 - Present
Northwestern Mutual December 2003 - February 2015
COUNTRY ® Financial July 2000 - December 2003
Skills
Disability Insurance, Strategic Financial..., Long Term Care Insurance, Long-term Care, Life Insurance, Insurance, Retirement, Series 7, Series 6, Series 63, Fixed Annuities, Term Life Insurance, Retirement Planning, Wealth Management, Financial Planning, Life & Health Insurance, Annuities, Long Term Care, Property & Casualty..., Long-term Customer..., Customer Service, Customer Satisfaction, Customer Experience
Education
Harper College 1995 — 2000
Associates Degree, Insurance and Financial Services
Phalanx Advisors September 2007 - Present
The T Squash Academy July 2012 - Present
HORAN 2006 - 2007
Northwestern Mutual 2005 - 2006
The Heritage Foundation 2004 - 2005
Skills
Retirement Planning, Disability Insurance, Estate Planning, Insurance, Retirement, Strategic Planning, Small Business, Employee Benefits, Grant Writing, Finance, Financial Advisory, Portfolio Management, Financial Services, Analysis, Investments, Policy
Education
The Catholic University of America 2002 — 2004
MA, Philosophy
Harvard University 1989 — 1993
BA, English Literature
St. Xavier High School
Northwestern Mutual May 2005 - Present
Education
University of Wisconsin-Madison - School of Business 2003 — 2005
MBA, Real Estate
Hampton University 1995 — 1999
Northwestern Mutual Financial Network January 2009 - Present
Northwestern Mutual 2010 - 2013
Northwestern Mutual 2009 - 2010
Northwestern Mutual Financial Network September 1989 - December 2009
Education
Hanover College
English
Park Tudor High School
Northwestern Mutual 2012 - Present
Jackson National Life January 1992 - 2012
Skills
401k, Applicant Tracking..., Coaching, Deferred Compensation, Employee Benefits, Employee Engagement, Employee Relations, Employee Training, Financial Services, Human Resources, Insurance, Interviews, Leadership, Management, Mutual Funds, Onboarding, Performance Management, Recruiting, Succession Planning, Talent Acquisition, Talent Management, Training, Workforce Planning
Education
Hamline University
Bachelor's degree, Business Administration, Psychology
Michigan State University
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
The University of Toledo March 2014 - Present
University of Toledo Medical Center December 2012 - March 2014
Wayne State University School of Medicine November 2008 - August 2012
Wayne State University School of Medicine Department of Urology 2008 - 2012
International College of Surgeons US Section Alliance 2007 - 2011
International College of Surgeons US Section Alliance 2008 - 2009
Wayne County Medical Society of Southeast Michigan Alliance 2007 - 2008
Northwestern Mutual 2005 - 2006
DPN 2000 - 2001
First National Bank of Omaha 1998 - 2000
Skills
Word, Excel, Microsoft Office, Access, Research, PowerPoint, SQL, Budgeting, Customer Service, Testing, Customer Relations, Problem Solving, Management, Healthcare, Microsoft Excel, Microsoft Word, Program Management, Strategic Planning, Teaching
Education
Wayne State University 2002 — 2004
MBA, Finance/Accounting
Gwinnett Technical College 1992 — 1994
AAT, Computer Programming
Fidelity Investments February 2003 - Present
Northwestern Mutual 2000 - 2002
Education
Gustavus Adolphus College 1997 — 2000
B.A., Management
Northwestern Mutual June 2003 - September 2008
Brady Corporation December 1999 - July 2002
Wisconsin Electric (We Energies) September 1978 - June 1999
Northwestern National Bank - Minneapolis, MN June 1976 - September 1978
Llewellyn Publications January 1975 - June 1976
Skills
Strategy, Internal Communications, Corporate Communications, Leadership, Media Relations, Public Relations, Strategic Communications, Newsletters, Public Speaking, Marketing Strategy, Program Management, Strategic Planning, Management
Education
Hamline University
BA, Speech and Theatre
Keller Graduate School of Management
MBA, Marketing
University of Minnesota-Twin Cities
Graduate work, Jounalism & Mass Communications
NBT Bank June 2004 - Present
Northwestern Mutual June 2002 - June 2004
Skills
Retirement Planning, 401k, Finance, Asset Allocation, Mutual Funds, Qualified Retirement..., Pensions, Insurance, Retirement Education, 401(k) Plan Design, Presentations, Fiduciary Risk..., Retirement Plan..., Investments, Retirement, Employee Benefits, Financial Planning, Financial Services, Financial Analysis, Risk Management, Portfolio Management
Education
Hartwick College 1998 — 2002
Accounting, Accounting/Finance
Bardy Law Office December 2013 - Present
Sedgwick CMS June 2012 - February 2015
Northwestern Mutual 2014 - 2015
Northwestern Mutual 2014 - 2015
Northwestern Mutual 2014 - 2015
Sedgwick Claims Management Services, Inc April 2012 - June 2012
Sedgwick Claims Management Services, Inc June 2008 - April 2012
Sedgwick Claims Management Services, Inc November 2007 - June 2008
AIG Agency Auto 2005 - 2007
Skills
Liability, Litigation Management, Claims Management, Workers Compensation, Estate Planning, Estate Tax Planning, Estate & Gift Taxation, Wills, Trusts, Probate Law, Real Estate Transactions
Education
William Mitchell College of Law 2009 — 2013
Juris Doctor, Law
Gustavus Adolphus College 2001 — 2005
Bachelor of Arts (BA), Business Management
Minnetonka High School
Minnetonka High School
Goldman Sachs February 2015 - Present
Goldman Sachs August 2012 - February 2015
Hamilton College January 2009 - May 2012
TutorConnect 2011 - 2012
Goldman Sachs June 2011 - August 2011
Interinvest Global Asset Management May 2010 - August 2010
Northwestern Mutual January 2010 - May 2010
red espresso® South Africa May 2009 - July 2009
BLDG Management June 2008 - August 2008
Skills
Analysis, Financial Modeling, Derivatives, Valuation, Business Planning, Trading, Entrepreneurship, Venture Capital, Marketing Strategy, Portfolio Management, Investments, Economics, Bloomberg Terminal, Corporate Finance
Education
Hamilton College 2008 — 2012
B.A, Economics
The University of Edinburgh 2011 — 2011
Northwestern Mutual May 2008 - August 2008
Education
Hampden-Sydney College 2005 — 2009
B.A., Economics & Commerce
Cross Country Home Services September 2015 - Present
Carnival Cruise Lines August 2013 - August 2015
Northwestern Mutual June 2012 - August 2012
Mass Realty, LLC June 2011 - August 2011
XL Insurance June 2010 - August 2010
Skills
Financial Planner, Economics, Financial Analysis, Microsoft Excel, Research, Stata, Data Analysis, PowerPoint, Social Media, Non-profits
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Economics
Northwestern Mutual September 2014 - Present
Education
The American College 2013 — 2015
CFP, ChFC, CLU and RICP Certification Curriculums
Hampden-Sydney College 2007 — 2011
Bachelor's Degree, Economics w/ Minor in History
Alfa Alliance Insurance Corporation July 2014 - Present
Continental Underwriters, Inc. July 2012 - June 2014
Enterprise Holdings Inc.- Commercial Trucks April 2012 - July 2012
Enterprise Rent-A-Car September 2011 - April 2012
Northwestern Mutual May 2011 - September 2011
Skills
Microsoft Excel, Public Speaking, Event Planning, Sales, Marketing, Analysis, Insurance Brokerage, Account Management, Underwriting, Customer Service, Management, Selling, Leadership, Insurance, Finance, Small Business, Property & Casualty..., Microsoft Office, PowerPoint, Commercial Insurance, Life Insurance, Social Media, Microsoft Word
Education
Hampden-Sydney College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Deep Run High School 2003 — 2007
Northwestern Mutual June 2011 - Present
Education
Hanover College 2008 — 2012
Communication
Columbia City HIgh School 2004 — 2008
Northwestern Mutual CashierMenardsAugust 2007 - June 2011
Education
Hamline University 2009 — 2013
BA, Economics
Northwestern Mutual 2005 - 2011
Education
Harvard Business School
Ecolab September 2014 - Present
Ecolab May 2013 - September 2014
Northwestern Mutual May 2012 - December 2012
Clinique October 2011 - May 2012
Clinique June 2010 - October 2011
Clinique September 2008 - June 2010
The University of Iowa August 2007 - May 2009
Ecolab November 2006 - August 2007
Skills
Outstanding Customer..., Team Leadership, Goal Development, Multitasker, Training & Development, Microsoft Office, PowerPoint, Organizational..., Personal Financial..., Insurance Background, Problem Solving, Creativity, Sales, Relationship Developer, Customer Service, Microsoft Excel, Connecting People, Event Management, Management, Employee Training, Project Management, Selling, Time Management, Event Planning
Education
University of Iowa 2007 — 2010
Master of Fine Arts (M.F.A.), Music
Gustavus Adolphus College 2002 — 2006
Bachelor of Arts (B.A.), Music
Henry Sibley High School
Northwestern Mutual April 2012 - Present
Skills
Investments
Education
Hampden-Sydney College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Hampden-Sydney College
Northwestern Mutual June 2015 - Present
Northwestern Mutual March 2013 - May 2015
Northwestern Mutual May 2011 - February 2013
SunTrust Mortgage August 2010 - April 2011
Skills
Insurance, Investments, Strategic Financial..., Credit, Finance, Investment Management, Portfolio Management
Education
Hampden-Sydney College 2006 — 2010
Bachelor of Science (B.S.), Mathematical Economics
Northwestern Mutual 2012 - Present
Education
Hamilton College 1989 — 1993
Bachelor's Degree, Economics
Swarthmore Financial Services August 2015 - Present
1847Financial July 2015 - August 2015
Northwestern Mutual January 2015 - April 2015
Randazzo's Pizza and Pasta February 2010 - December 2014
Washington Township Baseball Complex April 2012 - August 2014
Skills
Sales, Communication, Finance, Management, Time Management, People Skills, Marketing, Health Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Long-term Care, Fixed Annuities
Education
Gwynedd Mercy University 2012 — 2015
Bachelor's Degree, Business Administration and Management, General
St. Augustine Prep 2007 — 2011