OneAmerica Financial Partners Inc.
Industry: Financial services company
DescriptionOneAmerica Financial Partners, Inc. is a U.S. financial services mutual holding organization with corporate offices at the OneAmerica Tower in Indianapolis, Indiana. Headquarters: Indianapolis, Indiana, United States CEO: J. Scott Davison (1 Apr 2014–) Number of employees: 1,900 (2015) Chief investment officer: John Mason Subsidiaries: American United Life Insurance Company, Parent organization: American United Mutual Insurance Holding Company
OneAmerica Financial Partners Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at OneAmerica Financial Partners Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
OneAmerica Financial Partners Inc. Salaries. You can even request information on how much does OneAmerica Financial Partners Inc. pay if you want to. Learn about salaries, pros and cons of working for OneAmerica Financial Partners Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
459 OneAmerica Financial Partners Inc. employees in database. Find out everything there's to know about OneAmerica Financial Partners Inc. 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.
OneAmerica Financial Partners Inc. Employees
OneAmerica Financial Partners Inc. August 2013 - Present
Foresters May 2013 - Present
Ameritas February 2013 - Present
Chiropractic Care Center May 2011 - November 2012
Eide Bailly LLP January 2011 - May 2011
Tri-Valley Migrant Head Start May 2009 - September 2009
The Crossings at Montevideo June 2007 - September 2007
Skills
Event Planning, Advertising, Marketing, Strategic Financial..., Finance, Private Banking, Public Relations, Marketing Communications, Event Management, Spanish
Education
Concordia College 2007 — 2011
Bachelor of Arts, Marketing
Montevideo Senior High School 2003 — 2007
MassMutual Financial Group June 2014 - Present
Allegis Financial Partners June 2009 - June 2014
OneAmerica Financial Partners Inc. 2009 - June 2014
Beneficial Financial Group May 2007 - June 2009
China Rural Education Foundation 2007 - 2009
BYU-Idaho September 2005 - May 2007
Skills
Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Long-term Care, Strategic Financial..., Insurance, Loans, Credit Analysis, Life Insurance, Series 7, 401k, Leadership, Investments
Education
BYU-Idaho 2001 — 2007
Communications, Minor: chinese and business
PwC September 2015 - Present
OneAmerica Financial Partners Inc. January 2015 - April 2015
EY June 2014 - August 2014
PwC January 2014 - April 2014
Vera Bradley August 2013 - March 2014
Dick's Sporting Goods December 2011 - September 2013
Vera Bradley May 2013 - August 2013
Skills
Microsoft Excel, Oracle SQL, Organization, Time Management, Communication, Passion, Leadership, Customer Service, Public Speaking, Retail, Event Planning, Coaching, Microsoft Office, Access, Accounting, Social Networking, PowerPoint, Teamwork, Microsoft Word, Data Entry, SAP
Education
Butler University 2014 — 2015
MPAcc, Accounting
Butler University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Auckland University of Technology 2011 — 2011
Bachelor of Business Administration (B.B.A.), Business
Nelson Banks Financial, LLC June 2014 - Present
Western & Southern Life Insurance April 2013 - May 2014
OneAmerica Financial Partners Inc. November 2011 - April 2013
Ameriprise Financial Services, Inc. June 2000 - March 2009
Atlanta Tribune: The Magazine 2004 - 2009
Skills
Retirement Planning, Fixed Annuities, IRAs, 401k, Life Insurance, Mutual Funds, Disability Insurance, Long Term Care Insurance, Employee Benefits, Roth IRA, Health Insurance, Small Business, Bonds, Strategic Financial..., Retirement, Financial Advisory, Long-term Care, Estate Planning, Financial Planning
Education
DeVry University-Georgia 1989 — 1991
Bachelor of Applied Science (BASc), Accounting
OneAmerica Financial Partners Inc. May 2015 - Present
PricewaterhouseCoopers September 2006 - May 2015
Skills
CPA, Technical Accounting..., SEC Financial Reporting, 404 Compliance, Assurance Engagements, GAAP, Internal Controls, Transaction Experience, Private Placements, PCAOB standards, Mutual Funds, Broker-Dealer, Separate Accounts, Financial Close Process, Financial Accounting, Statutory Accounting, Project Management, 10K, 10Q, SEC filings
Education
Ball State University - College of Business 2001 — 2006
Masters of Accounting
HUBZ LLC - Restaurant Acquisition Group September 2013 - Present
Forethought Financial Services, Inc. December 2006 - January 2013
OneAmerica Financial Partners Inc. March 2006 - December 2006
Bankers Conseco Life Insurance Company November 1996 - March 2006
Skills
Insurance, Sales Management, Life Insurance, Fixed Annuities, New Business Development, Sales, Long-term Care, Employee Benefits, Customer Service, Marketing Strategy, Financial Services, Strategic Planning, Training, Management, Recruiting, Business Planning, Marketing, Account Management, Cross-functional Team..., Leadership, CRM, B2B, Strategic Partnerships, Team Building, Start-ups, Budgets, Team Leadership, Operations Management, Process Improvement, Selling, Program Management, Project Management, Marketing Communications, Customer Retention, Negotiation, Business Development, Public Speaking, Executive Management, Time Management, Salesforce.com, Networking, Solution Selling, Direct Sales, Analysis, Enterprise Software, Sales Operations, Human Resources, Cold Calling, Health Insurance, Sales Process
Education
Indiana State University
MBA, General MBA
Indiana University - Kelley School of Business
Bachelor of Science, Computer Information Sciences
BYTE April 2015 - Present
OneAmerica Financial Partners Inc. May 2013 - August 2015
BYTE October 2013 - April 2015
Meijer August 2013 - April 2015
Ball State University August 2012 - May 2013
Skills
Agile Methodologies, Team Leadership, JIRA, Business Analytics, Gamification, Photoshop, Java, AP Style, MLA style, Web Content Management, Customer Service, Informatica Powercenter, WebTrends Analytics, Microsoft Excel, Microsoft Word, User Stories, Browser Testing, Writing
Education
Ball State University 2011 — 2015
Bachelor's Degree, Information Systems and Operations Management, Senior
Ball State University
Corning Optical Communications July 2015 - Present
Corning Optical Communications November 2014 - July 2015
Echotam August 2011 - December 2014
Indiana Soccer September 2012 - November 2013
OneAmerica Financial Partners Inc. September 2012 - May 2013
Kroger October 2010 - October 2011
Financial Benefits Corp. November 2007 - August 2010
Entalt Inc. May 2003 - December 2007
Municipal Credit Union January 2007 - May 2007
Skills
Financial Analysis, Research, Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Customer Service, Social Media, Data Analysis, Analysis, Risk Management, Strategic Planning, Team Leadership, Process Improvement, Leadership, Management, Budgets, Financial Modeling, Finance
Education
Butler University 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Hunter College 2004 — 2007
Bachelor of Arts (B.A.), Economics
Laguardia Community College 2002 — 2004
Associate of Science (A.S.), Computer Science
Broken Arrow Films May 2015 - Present
Blackstone Films February 2014 - May 2015
Starlight Media Productions January 2005 - February 2014
OneAmerica Financial Partners Inc. April 2013 - August 2013
Ball State University January 2011 - August 2012
Ball State Daily News August 2010 - February 2011
Skills
Final Cut Pro (Apple®..., Final Cut Pro, Video Editing, Camera Operating, Editing, Film, Video Production, Photoshop, Public Speaking, Media Production, Windows, Mac OS X, Magix Movie Edit Pro, Organizational..., Apple Aperture, Illustrator
Education
Ball State University 2010 — 2014
BA, Telecommunications, Cum Laude
Homeschool 1997 — 2010
K-12 Education
OneAmerica Financial Partners Inc. January 2015 - Present
Indiana Farm Bureau Insurance October 2008 - January 2015
Indiana Farm Bureau Insurance June 2004 - October 2008
Skills
ACS - Associate,..., Insurance, Health Insurance, Life Insurance, General Insurance, Claim, Term Life Insurance, Fixed Annuities, Customer Service, Disability Insurance, Whole Life, Leadership, Training
Education
Ball State University 2000 — 2003
Bachelor's Degree, Criminal Justice and Criminology, 3.4
Kankakee Valley High School 1997 — 2000
Diploma, Honors
OneAmerica Financial Partners Inc. February 2014 - Present
OneAmerica Financial Partners Inc. January 2012 - February 2014
EY September 2009 - January 2012
Ball State University August 2008 - May 2009
EY January 2008 - March 2008
Skills
Microsoft Excel, Internal Controls, Internal Audit, Life Insurance, Technical Accounting..., Leadership Development, Risk Assessment, Business Process..., Assurance, Auditing, Sarbanes-Oxley Act, Accounting, Microsoft Office, Management
Education
Ball State University - College of Business 2008 — 2009
Master of Science (M.S.), Accounting
Ball State University - College of Business 2004 — 2008
Bachelor of Science (B.S.), Accounting
That's Good HR, Inc April 2015 - Present
Currently Unemployed October 2014 - April 2015
OneAmerica Financial Partners Inc. June 2013 - October 2014
Community Education Centers April 2006 - June 2013
ADT Security Services November 2000 - February 2005
Skills
MS Office Suite, Accounts Payable, Accounts Receivable, Expenses, Invoicing, Quickbooks, Data Entry, Spreadsheets, Account Reconciliation, Time Management, Payroll, Accounting, Office Management, Filing, Office Administration, Microsoft Office
Education
Indiana Business College 1994 — 1994
Ben Davis High School 1993 — 1993
Diploma, General
NextGear Capital October 2014 - Present
OneAmerica Financial Partners Inc. July 2012 - August 2013
WellPoint October 2007 - July 2012
Skills
Business Analysis, Business Requirements, Financial Services, Insurance, SDLC, Investment Management, Healthcare Management, Project Management, Technical Support, Organizational..., Strategic Planning, Customer Satisfaction, Customer Retention, Solution Implementation, Change Management, Leadership Development, Process Improvement, Retirement Planning, SQL, Microsoft Excel, Microsoft Word, Microsoft Access, Performance Improvement, Reporting & Analysis, Business Objects, Security+, A+ Essentials, Lotus Notes, Investments, Life Insurance, Mutual Funds, Pensions, Requirements Analysis, Visio, Requirements Gathering
Education
Ivy Tech Community College 2013 — 2015
Associate of Science (A.S.), Information Technology
Villanova University 2011 — 2011
Certificate, Business Analysis
Ball State University
Delivra April 2015 - Present
OneAmerica Financial Partners Inc. July 2014 - April 2015
MSD Wayne Township August 2004 - June 2014
American Legion Auxiliary September 2000 - August 2004
Emmis Communications 1999 - 2000
Skills
Differentiated..., Lesson Planning, Training, Classroom Management, Curriculum Design, Classroom, Curriculum Development, Tutoring, Literacy, K-12, Teaching, Instructional Design, Secondary Education, Collaboration, Public Speaking, Event Planning, Internal Communications, Team Building, Newsletters, Editing, Research, Microsoft Office, Leadership
Education
Indiana Wesleyan University 2014 — 2015
Master's Degree, Human Resource Managment
Indiana Wesleyan University 2003 — 2004
Certification, Secondary Education and Teaching
Bradley University 1996 — 2000
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
OneAmerica June 2015 - Present
OneAmerica Financial Partners Inc. September 2014 - Present
Towers Watson June 2014 - August 2014
Trinity Health May 2013 - August 2013
Living Water Ministries June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, English, High Ropes, Team Building
Education
Butler University 2011 — 2015
Bachelor of Science (BS), Actuarial Science
Northville High School 2008 — 2011
TrueBlue Inc. January 2015 - Present
OneAmerica Financial Partners Inc. February 2013 - January 2015
Vela Capital 2008 - February 2013
Mitsubishi UFJ Securities 2007 - 2007
Skills
Risk Management, Financial Modeling, Investments, Analysis, Portfolio Management, Business Strategy, Investment Banking, Forecasting, Fixed Income, Economics, Finance, Trading, Accounting, Financial Analysis, Valuation
Education
Columbia University - Columbia Business School 2011 — 2012
Executive MBA, Business
Wheaton College 2002 — 2006
BA, Business/Economics
OneAmerica Financial Partners Inc. May 2014 - Present
OneAmerica October 2006 - May 2014
General Electric (GE) 2001 - 2006
AAA Michigan 1995 - 2001
Skills
Life Insurance, Mutual Funds, Insurance, Fixed Annuities, Strategic Financial..., Six Sigma, Variable Annuities, Term Life Insurance, Long Term Care Insurance, Whole Life, Universal Life, Variable Life, Marketing Communications, Marketing
Education
The American College 2013 — 2013
Retirement Income Certified Professional (RICP)
The American College 2007 — 2010
Chartered Life Underwriter (CLU), Advanced Life Insurance
The American College 2007 — 2010
Chartered Financial Consultant (ChFC), Advanced Financial Planning
The American College 2007 — 2010
Chartered Advisor for Senior Living (CASL), Medicare/Social Security/Long Term Care
Central Michigan University 1997 — 2000
Masters, General Administration
Insurance Institute of America 1996 — 1999
Associate in Risk Management (ARM), Risk Management
Michigan State University - The Eli Broad College of Business 1989 — 1993
Bachelors, Marketing
Renaissance Administration July 2011 - Present
OneAmerica Financial Partners Inc. July 2008 - July 2011
Skills
Charitable Gift Planning
Education
Anderson University
Indiana State University
Telamon January 2014 - Present
The Capital Group Companies, Inc. November 2005 - June 2011
OneAmerica Financial Partners, Inc. January 2001 - November 2005
OneAmerica Financial Partners Inc. October 1999 - January 2001
Southwest Airlines May 1997 - August 1997
Skills
Process Improvement, Strategy, Project Management, Team Building, Management, Business Process, Entrepreneurship, Business Analysis, Strategic Planning, Leadership, Marketing Strategy, Team Leadership, Training Delivery, Marketing, Training, Data Analysis, Analytics, Microsoft Excel, Relationship Management, Business Planning, Microsoft Office, Web Design, Data Mining, Project Planning, Problem Solving, Business Writing, Report Writing, Presentation Development, Written & Oral..., Persuasive Presentations, Peer Mentoring, Leading Meetings, Conflict Resolution, Lean Thinking, Cross-functional Team..., Analysis, Program Management, Visio, Leadership Development, Coaching, Public Speaking, Management Consulting, Time Management, Efficiency Optimization, Outstanding..., Fast Learner, Interviewing Skills, Staff Supervision
Education
Butler University - College of Business Administration
Master of Business Administration, Marketing Concentration
Purdue University - Krannert School of Management
Bachelor of Science, Management, Marketing and International Business Minors
Purdue University
Associate's degree, Aviation Administration Technology, With Distinction
Marcus & Millichap July 2013 - Present
Bloomington Country Club August 2006 - June 2013
Indiana University Real Estate Club January 2011 - May 2013
OneAmerica Financial Partners Inc. May 2012 - August 2012
Hat World / Lids.com November 2007 - January 2008
Skills
Microsoft Excel, Microsoft Word, Access, Sales, Public Speaking, Teamwork, Retail, Leadership, LMS Test.Lab, Lotus Notes, Mortgage Servicing, Social Media
Education
Indiana University Bloomington 2008 — 2013
Florida Gulf Coast University
OneAmerica Financial Partners Inc. December 2006 - Present
OneAmerica Financial Partners Inc. October 2004 - December 2006
Principal Financial Group December 2003 - October 2004
Emplanet 2001 - 2002
Guardian Life Insurance 1997 - 2001
OneAmerica Financial Partners Inc. March 1994 - December 1997
Alesis 1988 - 1991
Skills
Data Analysis, Benchmarking, Business Process..., Business Process Mapping, Project Management, Process Improvement, Productivity and..., Functional and User..., Software Testing and..., Project Budgeting and..., Risk Management, Facilitation - Project,..., Lean Methods, Six Sigma, Business Analysis, DMAIC, Business Process..., Change Management, Continuous Improvement, Process Management, Value Stream Mapping, Lean Sigma, Operational Excellence, Lean Thinking, Lean Transformation, Acquisition Integration, Testing, Leadership, User Acceptance Testing, Visio, Requirements Gathering, Vendor Management, SDLC, Management
Education
Ball State University 1985 — 1989
Chatard 1981 — 1985
OneAmerica Financial Partners Inc. November 2012 - Present
Transamerica Retirement Services 2007 - October 2012
ADP TotalSource January 2004 - December 2007
ADP Retirement Svcs 1999 - 2002
Skills
Fully bilingual..., Conversational..., Extensive public..., FINRA Series 6, SPARK ARPC Designation, Advanced Microsoft..., Series 63, Conversation, Spanish, Public Speaking, Microsoft Office, Fully bilingual English, Series 6, Retirement, CRM, 401k, Retirement Planning, Employee Benefits, Financial Services, Fixed Annuities, Relationship Management, Qualified Retirement..., ERISA, Investments, Mutual Funds, Defined Contribution, Strategic Financial..., Insurance, Defined Benefit, Retirement Plan..., Training, IRAs, Sales, Management, Sales Operations, Financial Advisory, Analysis, Asset Allocation, Series 65, Securities, FINRA
Education
Thunderbird School of Global Management 1998 — 1999
Masters of International Management, Int'l Management
Ambassador University 1990 — 1995
Bachelor of Arts, Liberal Studies
OneAmerica Financial Partners Inc. September 2014 - Present
3FiveThirty5 Photography October 2010 - Present
Sur La Table August 2013 - September 2014
North Salem State Bank February 2013 - August 2013
JPMorgan Chase & Co. July 2011 - January 2013
Skills
Microsoft Office, Management, Microsoft Word, PowerPoint, Sales, Leadership, Training, Research, Photoshop, Microsoft Excel, Windows, Outlook, English, Finance, Customer Service, Banking, Process Improvement, Insurance, Business Analysis, Loans, Time Management, Analysis, Team Building, Customer Experience, Retail
Education
Ivy Tech Community College 2009 — 2012
Liberal Arts and Sciences/Liberal Studies
Indiana University-Purdue University at Indianapolis 2010 — 2011
Communication and Media Studies
Ball State University 2008 — 2009
Radio, Television, and Digital Communication
Finish Line February 2014 - Present
OneAmerica Financial Partners Inc. January 2013 - September 2013
FirstService Residential Georgia & Tennessee June 2012 - January 2013
Western & Southern Financial Group May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Georgia Gwinnett College August 2010 - July 2011
Skills
Investments, Retirement Planning, Financial Analysis, Financial Reporting, Financial Modeling, Technical Support, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Salesforce.com, Morningstar, Morningstar Direct, SPSS, Client Development, Manage Client..., Customer Service, Customer Support
Education
Boston University 2013 — 2016
Master of Science (MS), Banking and Finance Management
Georgia Gwinnett College 2010 — 2012
Bachelor of Arts (BA), Interdisciplinary Studies - History of Business, Science, and Technology, 3.88 GPA
180 Skills Inc March 2015 - Present
Main Interactive LLC July 2014 - Present
G-Main Media May 1999 - Present
Kyle Main 1979 - 2015
Mobius Learning June 2013 - July 2014
OneAmerica Financial Partners Inc. May 1999 - May 2013
ProKids March 2012 - May 2012
Briljent August 2010 - March 2012
Oxygen Education LLC May 2009 - May 2010
Hypnotic Arts 2002 - 2007
Skills
E-Learning, User Experience, Flash, Multimedia, Training, Leadership, Storyboarding, User Interface Design, Instructional Design, Needs Analysis, Employee Training, Team Building, mLearning, Technical Training, User Interface, Adobe Creative Suite, Graphics, Consulting, Quality Assurance, Learning Management..., Blended Learning, Video, Photoshop, Social Media, HTML, Adult Education, Strategy, SCORM, Project Management, Motion Graphics, Dreamweaver, JavaScript, Lectora, Captivate, Web Design, SEO, Marketing, CSS, Management, Writing, Online Marketing, Leadership Development, Strategic Planning, Microsoft Office, Graphic Design, Instructor-led Training, Editing
Education
Indiana University-Purdue University at Indianapolis 2002 — 2008
Grad school (on hold), New Media
Ball State University 1997 — 2001
Bachelor of Arts (BA), PhotoJournalism
Lynda.com 1999 — 2021
Life Learner - cutting edge, Computer/Information Technology Administration and Management
OneAmerica Financial Partners Inc. August 2014 - Present
OneAmerica Financial Partners Inc. July 2013 - August 2014
Oxford Financial Services January 2008 - February 2012
Edward Jones November 1998 - January 2008
Skills
Financial Planning, Estate Planning, Financial Analysis, Investments, Cash Flow Management, Microsoft Office, Retirement Planning, Wealth Management, 401k Rollovers, Roth IRA, Strategic Financial..., Team Leadership, Portfolio Management, Asset Allocation, Series 7, Retirement, Mutual Funds, Finance, Financial Advisory, Cash Flow, Hedge Funds, Insurance, Financial Services, Alternative Investments, Private Equity, Investment Advisory, Investment Strategies, 401k, Series 63, Asset Management, Fixed Annuities, Securities, Equities, CRM, Loans, Life Insurance, Risk Management, Banking, Strategy, Cash Management, Personal Financial..., Management, Analysis, Disability Insurance, Financial Modeling, Term Life Insurance, Mergers & Acquisitions, Mortgage Lending, Health Insurance, Credit
Education
Taylor University 1995 — 1998
Bachelor of Arts (BA), Business Administration and Management, General
Ball State University 1982 — 1984
Bluffton High School
J.P. Morgan July 2015 - Present
J.P. Morgan July 2014 - July 2015
Legacy Wealth Group of David A. Noyes & Company April 2014 - June 2014
CFA Institute January 2014 - February 2014
OneAmerica Financial Partners Inc. May 2013 - July 2013
Butler University August 2011 - April 2013
Education
Butler University 2010 — 2014
Bachelor of Science (B.S.), Finance, Senior
OneAmerica Financial Partners Inc. March 2013 - Present
OneAmerica Financial Partners Inc. August 2010 - February 2013
OneAmerica Financial Partners Inc. June 2005 - July 2010
OneAmerica Financial Partners Inc. June 2003 - May 2005
State of Indiana May 1999 - June 2003
State of Indiana August 1998 - May 1999
Skills
Training, Process Improvement, Quality Assurance, Claim, Claims Management, Insurance, Life Insurance, Time Management, Analysis, Software Documentation, Management, Employee Benefits, Business Analysis, Customer Service, Microsoft Office, Leadership
Education
Franklin College 1993 — 1997
Bachelor of Arts (BA), Psychology and Biology
Mooresville High School 1991 — 1993
Wells Fargo May 2005 - Present
Invesco Retirement 2004 - April 2005
Invesco Retirement April 2002 - 2003
OneAmerica Financial Partners Inc. 1999 - 2002
Great-West Financial 1997 - 1999
Healthsource Georgia 1996 - 1997
Skills
Financial Analysis, Wealth Management, Investments, Relationship Management, Contract Negotiation, Retirement Planning, Finance, Business Planning, Asset Management, Pensions
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2013
Master of Science (MS), Personal Financial Planning
The University of Georgia 1992 — 1996
Bachelor of Business Administration (BBA), Finance
OneAmerica Financial Partners Inc. December 2006 - Present
OneAmerica Financial Partners Inc. November 2003 - December 2006
Skills
Leadership, Coaching, Project Management, Problem Solving, Process Improvement, Team Building, Negotiation, Business Analysis, Business Process, Business Process..., Insurance, Management, Management Consulting, Risk Management, Teamwork, Vendor Management
Education
Ball State University 1990 — 1994
Bachelor of Science (BS), Insurance
Forethought Financial Group, Inc. September 2013 - Present
Huntington Asset Services December 2006 - September 2013
OneAmerica Financial Partners Inc. January 2001 - December 2006
Skills
Securities, Fund Accounting, Financial Services, Investments, Asset Management, Equities, Financial Analysis, Banking, Fixed Income, Derivatives, Accounting, Financial Reporting, Alternative Investments, Microsoft Excel, Portfolio Management, Valuation, Financial Modeling
Education
Anderson University 2001 — 2003
Master's degree, Business Administration and Management, General
Eastern Illinois University 1995 — 1997
Bachelor's degree, Finance, General
OneAmerica Financial Partners Inc. February 2015 - Present
Principal Financial Group July 2011 - February 2015
Principal Financial Group August 2007 - May 2011
LPL Financial March 2006 - August 2007
Biras Creek Resort Ltd September 2003 - October 2005
Ameriprise Financial Services, Inc. May 2002 - August 2003
Skills
401k, 403b, Sep-Simple..., 401k, Retirement Planning, Series 7, Retirement, IRAs, Series 63, Series 6, Uniform Combined State..., Asset Allocation, Retirement Plan..., Mutual Funds, Defined Benefit, Wealth Management, FINRA, Pensions, Investments
Education
Radford University - College of Business and Economics 1998 — 2002
Bachelor of Business Administration, Finance
College for Financial Planning 2012 — 2012
CRPS-Certified Retirement Plan Specialist, CFS-Certified Fund Specialist
OneAmerica Financial Partners Inc. February 2014 - Present
The Art Institute of Atlanta May 2013 - February 2014
More Business Solutions July 2012 - May 2013
Trammell Crow Residential September 2006 - July 2009
Nielsen Claritas May 2004 - July 2004
Skills
Management, Time Management, Marketing, Sales, Coaching, Social Media Marketing, Marketing Strategy, Social Media, Customer Service, Account Management, Salesforce.com, Microsoft Office, Sales Management, Public Speaking, Event Planning, Cold Calling
Education
Georgia Southern University 2002 — 2006
BBA, Marketing w/ Sales
Milton High School
High School Diploma
Ascension Health February 2014 - Present
Technicolor USA, Inc. January 2011 - January 2014
Technicolor USA, Inc. October 2007 - January 2011
Niles Lankford Group May 2006 - October 2007
OneAmerica Financial Partners Inc. June 2003 - May 2006
OneAmerica Financial Partners Inc. May 1999 - June 2003
American United Life April 1998 - May 1999
Skills
Employee Benefits, 401k, Deferred Compensation, Pensions, Benefits Administration, Human Resources, Retirement, Process Improvement, Mergers & Acquisitions, Personnel Management, Employee Training, Management, Problem Solving, Benefits, Investments, Internal Communications, Mergers, Health Savings Accounts, Financial Services, New Hire Orientations, Employee Wellness, Exit Interviews
Education
Ball State University 1989 — 1993
Bachelor of Arts, French, Spanish
Carmel HS
OneAmerica Financial Partners Inc. May 2009 - Present
4086 Advisors June 2006 - May 2009
Skills
Investments, Fixed Income, Portfolio Management, Valuation, Financial Modeling, Asset Management, Bonds, Securities, Fixed Income Analysis, Capital Markets, Due Diligence, Financial Analysis
Education
Butler University 1999 — 2003
BS, Finance
OneAmerica Financial Partners Inc. December 2014 - Present
CPI Qualified Plan Consultants September 2007 - December 2014
CPI Qualified Plan Consultants 2005 - 2008
CPI Qualified Plan Consultants 2004 - 2005
CPI Qualified Plan Consultants 2001 - 2004
Penske Logistics 2000 - 2001
Penske Truck Leasing 1997 - 2000
Skills
Retirement, 401k, Mutual Funds, Defined Benefit, Retirement Planning, Investments, Pensions, Wealth Management, Employee Benefits, Series 63, Retirement Plan..., Greenbelt Certified..., ASPPA Designation, Corporate Training
Education
Fort Hays State University 2012 — 2013
Bachelor of General Studies, Business Management & Organizational Leadership
Kansas State University 1995 — 1996
Barton County Community College 1993 — 1995
Associate of Arts (A.A.), Psychology
Citizens Energy Group January 2012 - Present
OneAmerica Financial Partners Inc. May 2009 - July 2011
Ajilon Finance Solutions March 2009 - April 2009
Redcats(PPR) September 2007 - September 2008
OSRAM Sylvania February 2006 - September 2007
Villanova University June 2003 - January 2004
Ametek inc 2004 - 2004
Medicare Equipment company January 1998 - November 2001
Skills
Deferred Compensation, Executive Compensation..., Leadership, Designing Pay Structure..., Compensation Structures, Employee Benefits, Compensation & Benefit, Total Rewards, KPI Dashboards, Compensation Strategies, Human Capital, Strategic Planning, Analysis, Human Resources, Onboarding, New Hire Orientations, Recruiting, Applicant Tracking..., Performance Management, Executive Pay, Personnel Management, Payroll, Process Improvement, Coaching, Project Management, Incentive Programs, Balanced Scorecard, Oracle Applications, Management, HRIS, Hiring, Employee Relations, Talent Acquisition, Talent Management, Employment Law, Strategy, Job Descriptions, Employee Engagement, Organizational..., Compensation & Benefits
Education
Leadership United 2014 — 2015
United way central Indiana, Leadership and Non-profits Board
Villanova University 2003 — 2005
Masters, Human Resources
Maharaja Sayajirao University 1998 — 2001
Master, Economics-Financial Statistics
Maharaja Sayajirao University 1996 — 1999
Bachelor, Economics-Statistics
Cornell University ILR School
Advanced Certificate in Strategic HR Management, Leadership and Strategic Management
OneAmerica Financial Partners Inc. November 2014 - Present
Hannover Life Reassurance Company of America August 2013 - November 2014
Hannover Life Reassurance Company of America June 2012 - August 2013
CNO Financial Group May 2011 - August 2011
Skills
Microsoft Excel, Insurance, Life Insurance, Actuaries, Employee Benefits, Actuarial Science, Data Analysis, Access, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, VBA, Analysis
Education
Butler University 2008 — 2012
Bachelor of Arts, Actuarial Science, Economics
OneAmerica Financial Partners Inc. June 2014 - Present
Transamerica Retirement Solutions April 2012 - May 2014
Diversified January 2006 - March 2012
Diversified Investment Advisors June 2002 - December 2005
MassMutual October 1989 - June 2002
Skills
401k, Mutual Funds, Retirement, Management, Defined Benefit, Defined Contribution, Pensions, Series 6, Retirement Plan..., Investments, International Pensions, Series 7, Retirement Planning, Series 63
Education
University of Pennsylvania - The Wharton School 2011 — 2012
Strategic Sales Leadership, Leading the Effective Sales Force
Dartmouth College 1985 — 1989
Ball State University April 2015 - Present
OneAmerica Financial Partners Inc. September 2014 - Present
Business Development and Training Solutions June 2013 - September 2014
Roche Diagnostics July 2009 - June 2013
Roche October 2012 - March 2013
Roche Diagnostics December 2007 - July 2009
Roche Diagnostics December 2004 - December 2007
Roche Diagnostics March 2003 - December 2004
Roche Diagnostics September 2001 - March 2003
Computers Made Easy October 1999 - September 2001
Skills
CRM, Management, Team Leadership, Data Analysis, Project Management, Business Analysis, Cross-functional Team..., Business Process..., Microsoft Office, Access, SAP, Supervisory Experience, Program Development, Salesforce.com, Business Travel, SharePoint, Stakeholder Engagement, Stakeholder Management, Senior Stakeholder..., Presenting to Senior..., Training Delivery, Employee Training, Financial Analysis, Reporting & Analysis, Research, Supply Chain Management, APICS, Innovation, Problem Solving, Strategic Thinking, Risk Management, Championing Change, Incentive Programs, Sales Compensation, Compensation & Benefits..., Big Data Analytics, Leadership, Process Improvement, Change Management
Education
Ball State University 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Purdue University 1994 — 1999
Bachelor's degree, Organizational Leadership and Supervision
OneAmerica Financial Partners Inc. November 2013 - Present
OneAmerica Financial Partners Inc. June 1981 - November 2013
Skills
Business Requirements, Insurance, Business Analysis, SDLC, Requirements Analysis, Employee Benefits, Life Insurance, Health Insurance, Business Process..., Risk Management, Vendor Management, Process Improvement, Visio
Education
Ball State University - College of Business 1975 — 1977
Associate's degree, Business
Connersville High School
Barnes & Thornburg LLP 2014 - Present
OneAmerica Financial Partners Inc January 2009 - April 2014
Indianapolis AMA Chapter 2010 - 2011
First Advantage Recruiting Solutions 2007 - 2008
Skills
Email Marketing, Marketing Communications, Newsletters, Public Relations, Marketing, Strategic Communications, Insurance, ExactTarget, Salesforce.com, Advertising, Copywriting, Social Media Marketing, Internal Communications, Direct Mail, Publicity, Online Advertising, Online Marketing, Web Marketing, Copy Editing
Education
Ball State University 2004 — 2009
Master's, Public Relations
Messiah College 2000 — 2004
Bachelors, Journalism
Temple University
OneAmerica Financial Partners Inc. January 2014 - Present
Dunscombe Creative July 2013 - Present
What are you looking at? April 2004 - Present
Orbis Education September 2012 - January 2014
AIT Laboratories June 2005 - September 2012
Meredith Interactive July 2007 - August 2009
Saint Joseph's College August 2007 - December 2007
Saint Joseph's College May 2002 - May 2005
Skills
Corporate Communications, Social Media, Marketing Communications, Editing, Media Relations, Web Content, Public Relations, Publishing, Internal Communications, Marketing, SEO, Facebook, Brand Development, Writing, Content Strategy, Magazine Articles, Public Speaking, Web Content Management, Publications, Content Marketing, Blogging, Wordpress, WordPress
Education
DePaul University 2002 — 2005
MA, Writing
St. Joseph's College (IN) 1998 — 2002
BA, English-Creative Writing
Flourish Boutique & Gallery April 2013 - Present
Anderson University November 2010 - November 2012
OneAmerica Financial Partners Inc. October 2009 - October 2010
Skills
Event Planning, Writing, Marketing Communications, Higher Education, Corporate Communications, Recruiting, Digital Marketing, Academic Advising, Human Resources, Budgets, Resume Writing, Press Releases, Volunteer Management, Program Management, Leadership Development, Social Media
Education
Anderson University 2009 — 2010
Master of Business Administration, Business Administration
Anderson University 2005 — 2009
Bachelor of Arts, Mass Communication
OneAmerica Financial Partners Inc. July 2014 - Present
Gexpro April 2013 - Present
Gexpro January 2011 - April 2013
Gexpro June 2009 - August 2011
Time Factory Publishing August 2008 - January 2009
Clabber Girl May 2007 - September 2007
Skills
Sales, Microsoft Office, Sales Management, Retail, Customer Satisfaction
Education
Butler University 2005 — 2009
BA, International Management and French
OneAmerica Financial Partners Inc. September 2014 - Present
OneAmerica Financial Partners Inc. May 2014 - September 2014
OneAmerica Financial Partners Inc. March 2013 - May 2014
Mutual of Omaha Insurance Company March 2011 - February 2013
Mutual of Omaha Insurance Company May 2008 - March 2011
Mutual of Omaha Insurance Company September 2007 - May 2008
HealthAmerica September 2006 - September 2007
HM Insurance Group March 2005 - June 2006
HM Insurance Group August 2003 - March 2005
HM Insurance Group March 2001 - August 2003
Skills
Strategy, Cross-functional Team..., Marketing, Marketing Management, Product Marketing, Marketing Strategy, Leadership, Marketing Communications, Fixed Annuities, Insurance, Life Insurance, Program Management, Market Research, Process Improvement, Disability Insurance, Management, Consumer Marketing, Employee Benefits, Product Launch, Development & delivery..., Strategy Development, Process Management, Organizational Behavior, Organizational..., Health Insurance, Strategic Planning, Term Life Insurance, Financial Services, Advertising
Education
Bellevue University 2008 — 2013
Master of Business Administration (M.B.A.)
Waynesburg College 2007 — 2007
Master of Business Administration (M.B.A.)
Geneva College 2004 — 2007
Master of Science (MS)
Waynesburg College 2002 — 2004
Bachelor of Science (B.S.)
Community College of Allegheny County 2002 — 2003
BS
University of Pittsburgh 1995 — 1999
OneAmerica Financial Partners Inc. March 2015 - Present
OneAmerica Financial Partners Inc. May 2014 - March 2015
Ernst & Young October 2011 - May 2014
Indiana Business Bank May 2006 - July 2007
Education
Butler University - College of Business Administration 2006 — 2007
Masters, Public Accounting
Butler University 2002 — 2006
BS, Accounting
OneAmerica Financial Partners Inc. October 2014 - Present
A DJ For All Occasions 2006 - Present
Buck Consultants June 2011 - October 2014
UFCW Unions and Employers Benefit Plans of Central Ohio November 2001 - July 2009
National Employee Benefits Administrators Inc. of Ohio 1996 - 2001
Skills
ERISA, HIPAA, Employee Benefits, Benefits, Dental, Defined Benefit Plan..., Human Capital Management, Public Relations Skills, Building Customer..., Public Relations, Healthcare, Management, Defined Benefit, Human Resources
Education
Bowling Green State University 1990 — 1995
Bachelor, Public Relations, Labor Relations
Archbold High School 1985 — 1989
OneAmerica Financial Partners Inc. November 2014 - Present
OneAmerica Financial Partners Inc. February 2012 - November 2014
JPMorgan Chase August 2010 - November 2011
Business Network International November 2009 - August 2010
Flagstar Bank September 2007 - August 2010
Restoring Lives West, Inc. May 2009 - 2009
First Indiana Bank March 2006 - August 2007
Fifth Third Bank June 2004 - March 2006
Skills
Leadership, Banking, Investments, CRM, Training, Sales, Business Development, Finance, Loans, Coaching
Education
Hanover College 2000 — 2004
Bachelor's of Art, Mathematics
OneAmerica Financial Partners Inc. September 2015 - Present
OneAmerica December 2007 - September 2015
Jackson National Life 2005 - 2007
JPMorgan Chase 2002 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Marketing, Insurance, Long-term Care, Sales, Life Insurance, Fixed Annuities, Strategic Financial..., Mutual Funds, Retirement, Financial Planners, Financial Advisory, Employee Benefits, Financial Planning, Retirement Planning
Education
Fort Lewis College 1998 — 2002
Bachelor of Arts (BA), Business Administration and Management, General
Project Lead The Way July 2015 - Present
OneAmerica Financial Partners Inc. February 2014 - June 2015
Nationwide Insurance July 2009 - May 2013
Cardinal Health 2007 - 2009
Cardinal Health 2003 - 2007
Sterling Commerce, an IBM Company 1997 - 2003
Rittal 1995 - 1997
Accenture (Andersen Consulting) 1994 - 1995
SMC Pneumatics (Canada) Ltd. 1988 - 1993
Skills
Six Sigma, Process Improvement, Business Process..., Cross-functional Team..., Change Management, Program Management, Vendor Management, Project Management, Continuous Improvement, Project Portfolio..., Black Belt, Process Engineering, Business Transformation, Business Analysis, DMAIC, Supply Chain, Integration, Strategy, Start-ups, Forecasting, Management, Business Strategy, Business Process, Project Planning, Leadership, Strategic Planning, Enterprise Software, Team Leadership, Business Process Mapping, PMO, ERP, Team Building, Lean Manufacturing, Training, Call Centers, Budgets, Kaizen, Data Analysis, Risk Management, Quality Assurance, Operations Management, Process Management, Management Consulting, PMP, Strategic Sourcing, Recruiting, Procurement, Analysis, Sales Operations, Consulting
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2008
Masters, Business Administration, 3.7
Franklin University 1990 — 1994
Bachelor of Science, Double Major, Marketing and Business Management, 3.8
Guilford Group June 2014 - Present
Ball State University August 2012 - May 2014
Ontario Systems May 2013 - August 2013
Ball State University - Office of Admissions January 2010 - August 2012
OneAmerica Financial Partners Inc. May 2011 - August 2011
Skills
Programming, Java, JavaScript, Software Engineering, HTML, Computer Science, Microsoft Operating..., XML, PHP, SQL, Relational Databases, Microsoft Office, Object Oriented Software, CSS
Education
Ball State University 2012 — 2014
Master of Science (M.S.), Computer Science
Ball State University 2008 — 2012
Bachelor of Science (B.S.), Computer Science
Accountemps March 2015 - Present
OneAmerica Financial Partners Inc. 2013 - 2015
That's Good HR, Inc April 2013 - October 2013
OSP Group December 2012 - April 2013
Laboratory Corporation of America November 2011 - December 2012
Kirby & Holt LLP ( Now Holt Sherlin LLP) July 2011 - November 2011
North Carolina State University January 2011 - May 2011
North Carolina State University January 2007 - June 2007
Skills
Research, PowerPoint, Event Planning, Microsoft Office, Public Speaking, Microsoft Excel, Social Media, Photoshop, Microsoft Word, Marketing, Non-profits, Illustrator, Customer Service, Adobe Creative Suite, Editing, Employee Training, Development Of Employees, Operations Processes, SOP development, New Hire Orientations, Nonprofits, Management, Talent Acquisition, Onboarding
Education
North Carolina State University 2006 — 2010
Bachelor of Science, Brand Management & Marketing
Lorenzo de'Medici 2007 — 2007
Fashion Marketing
Appalachian State University 2004 — 2006
Marketing
Direct Trade Coffee Club August 2015 - Present
OneAmerica Financial Partners Inc. January 2015 - August 2015
Akadema Inc. January 2010 - 2014
Starbucks Coffee Company September 2005 - March 2011
Skills
Customer Service, Public Speaking, Event Planning, Sales Management, Inventory Management, Coaching, Sales, Team Building, Event Management, Retail, Leadership Development, Fundraising, Training, Employee Training, Hiring, Contract Negotiation, Facebook, Customer Satisfaction, Leadership, Marketing, Small Business
Education
Central Michigan University 2003 — 2007
Ferris State University 2001 — 2002
Delta Faucet Company July 2014 - Present
OneAmerica Financial Partners Inc. February 2014 - July 2014
Sabre Corporation November 2012 - February 2014
Liberty Mutual Insurance April 2011 - November 2012
Infosys Technologies Ltd June 2005 - April 2011
Skills
Java, Servlets, Unix, Dojo, JMS, J2EE Application..., Struts, Spring, Hibernate, CSS, XML, jQuery, EJB, JSP, HTML, Microsoft Excel, Microsoft Word, PowerPoint, Windows, JUnit, Tomcat, Java Enterprise Edition, Ant, JDBC, JBoss Application Server
Education
Anna University 2001 — 2005
Bachelor of Engineering (B.E.), Computer Science
OneAmerica June 2015 - Present
OneAmerica Financial Partners Inc. July 2014 - June 2015
OneAmerica Financial Partners Inc. May 2013 - July 2014
Anderson University August 2010 - May 2013
Mocha Joe's Cafe August 2012 - April 2013
School of Music, Theatre, and Dance August 2010 - May 2012
Cilantros Fine Dining August 2005 - May 2009
Skills
Microsoft Office, Interpersonal Skills, Writing, Motivated, Organization, Multi Tasking, Time Management, Problem Solving, Committed to..., Detail-Oriented, Leadership, Facebook, Teamwork
Education
Anderson University 2009 — 2013
Bachelor's degree, Psychology
Highland High School 2005 — 2009
Honors
Swiss Re America Holding Corporation July 2013 - Present
Ball State University 2011 - 2013
Swiss Re May 2012 - August 2012
Harley-Davidson Motor Company January 2012 - May 2012
OneAmerica Financial Partners Inc. May 2011 - July 2011
Muncie Power Products, Inc. January 2011 - May 2011
D & W Marketing November 2010 - March 2011
Skills
Data Analysis, Actuarial Science, Statutory Reserving, Merger and Acquisition, Prophet, Microsoft Excel, SAS, Statistics, Economics, VBA, Market Research, Research, Excel, ARCVAL, ALFA, Statistical Modeling, Valuation, Visual Basic, Insurance, Financial Analysis
Education
Ball State University 2011 — 2013
Master of Business Administration (MBA), Master of Business Administration with Concentration in Risk Management, GPA 3.8/4.0
Ball State University 2007 — 2010
Bachelor of Science, Actuarial Science, GPA 3.5/4.0
OneAmerica Financial Partners Inc. November 2014 - Present
CNO Financial Group June 2014 - November 2014
CNO Financial Group November 2012 - June 2014
Washington National Insurance Company (CNO Financial Group) March 2012 - November 2012
5MetaCom June 2011 - February 2012
MillerPierce June 2010 - February 2011
MarketWise Solutions May 2008 - June 2010
Infinamic, Inc. May 2007 - August 2007
Skills
Marketing Communications, Social Media, Advertising, Marketing Strategy, Market Research, Project Management, Media Planning, B2B Marketing, Internal Communications, Corporate Communications, Digital Marketing, Event Planning, Copywriting, Marketing, Social Media Marketing, Email Marketing, Management
Education
University of Indianapolis 2008 — 2010
MBA
Ball State University 2005 — 2008
BA
Mooresville High school 2001 — 2005
MISO Energy January 2014 - Present
LightBound April 2013 - August 2013
OneAmerica Financial Partners Inc. 2013 - April 2013
AAR CORP. 2012 - 2013
Avancos 2011 - 2012
Monster.com September 1997 - April 2002
University of Evansville May 1993 - January 1996
Skills
Employer Branding, Salesforce.com, Vendor Management, Project Management, Coaching, Lead Generation, Contract Negotiation, Technical Recruiting, Recruiting, Career Counseling, Interviews, Business Strategy, Strategy, Marketing, Training
Education
Franklin College
Bachelor of Art, Journalism; Advertising & Public Relations
Speedway High School
Penguin Marketing September 2015 - Present
www.bobbywwilson.com February 2015 - September 2015
OneAmerica Financial Partners Inc. November 2013 - February 2015
Kaplan Higher Education November 2012 - November 2013
Charles Schwab March 2007 - January 2012
Credit Suisse June 2002 - August 2002
Skills
HTML5, CSS, JavaScript, SQL, PHP, MySQL, Web Development, Equity Trading, Stocks, Bonds, Mutual Funds, Stock Market Analysis, Technical Analysis, Stock Option, ETFs, Financial Modeling, jQuery, AJAX, Risk Management, Economic Research, PhpMyAdmin, Regression Models, Github, Bootstrap, Mobile Web Design, jQuery Mobile, Object Oriented Design, Databases
Education
Purdue University, School of Engineering & Technology 2014 — 2016
Certificate in Information Technology, Web Development
Butler University 1999 — 2003
Bachelor of Science (B.S.), Finance
MetLife March 2014 - Present
OneAmerica Financial Partners Inc. June 2006 - November 2013
OneAmerica June 2001 - January 2006
Education
Anderson University 1998 — 2002
Master of Business Administration (M.B.A.)
Marian University 1991 — 1995
Bachelor of Science (B.S.), Business Management
OneAmerica Financial Partners Inc. January 2015 - Present
Lincoln Financial Group February 2012 - January 2015
Sprint 2011 - 2012
Sirva Relocation May 2009 - October 2011
Verizon Wireless August 2007 - January 2009
Verizon Wireless November 2005 - August 2007
Wells Fargo December 1999 - January 2004
Skills
Adobe Creative Suite, Account Reconciliation, Animation, Flash Animation, Digital Illustration, Sales Operations, Product Design, Telecommunications, Sales, OS X, Photoshop, 10 Key, Dispatching, CRM, Customer Satisfaction, Team Building, Coaching, Account Management, Leadership, Process Improvement, Microsoft Office, Team Leadership, Time Management, Customer Service
Education
University of Pennsylvania - The Wharton School 2015 — 2016
Human Resources Management/Personnel Administration, General
Art Institute of Pittsburgh 2008 — 2011
Bachelor's degree, Design and Visual Communications, General
Ivy Tech Community College-Northeast 2003 — 2005
Associate's degree, Accounting and Business/Management
Starns LTC, LLC April 2015 - Present
OneAmerica Financial Partners Inc. September 2012 - April 2015
OneAmerica Financial Partners Inc. July 2011 - September 2012
Education
Bob Jones University 1994 — 1999
OneAmerica Financial Partners Inc. March 2015 - Present
Neace Lukens September 2013 - February 2015
Stephen J. Christian & Associates, PC May 2013 - September 2013
Financial Forms and Systems May 2012 - August 2012
Lincoln Financial Group May 2011 - August 2011
Dick's Sporting Goods May 2010 - January 2011
Kevin Kennedy Associates Inc. May 2009 - March 2010
Skills
Microsoft Office, Access, Team Leadership, Management, Microsoft Excel, Editing, Social Media
Education
Ball State University 2009 — 2013
Bachelor of Science (BS), Risk Management and Insurance
IU Health Physicians July 2015 - Present
OneAmerica Financial Partners Inc. April 2013 - July 2015
Western Governors University May 2011 - April 2013
Brown Mackie College March 2009 - August 2011
Comcast July 1996 - April 2009
Skills
Call Center, Forecasting, Management, Training, Vendor Management, Team Building, Coaching, Process Improvement, Staff Development, Leadership, Team Leadership, Department Budgeting, Budgets, Call Centers, Customer Experience, Cross-functional Team..., Program Management, Project Management, Human Resources, VoIP, Customer Satisfaction, Performance Management, Employee Relations, Leadership Development, Customer Retention, Change Management, Organizational..., Supervisory Skills, Data Analysis, Business Intelligence, Operations Management, Microsoft Office, Analysis, Microsoft Excel, Public Speaking, Customer Service, Telecommunications
Education
Butler University
Bachelors, Business Adminstration
University of Indianapolis - School of Business
Masters, Business Adminstration
Navient August 2014 - Present
Cambria Suites Hotel March 2014 - August 2014
Earth Fare - the healthy supermarket May 2013 - March 2014
OneAmerica Financial Partners Inc. April 2008 - May 2011
FIM group June 2006 - March 2008
Rehmann September 2002 - September 2005
Skills
Collections Management, Accounts Receivable, Finance, Mergers & Acquisitions, Retirement Planning, Account Reconciliation, Compliance, Team Leadership, Sales, New Business Development, 401k, Defined Contribution, Project Management, Financial Analysis, Relationship Management
Education
Grand Valley State University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
OneAmerica Financial Partners Inc. November 2014 - Present
Harrison College March 2014 - October 2014
Language Training Center July 2013 - March 2014
OSP Group December 2011 - July 2013
First Financial Bank July 2010 - September 2011
Spanish Embassy October 2007 - May 2010
Shane Co April 2006 - August 2007
Baskin Robbins/Kaleidoscopes September 2003 - April 2006
Minnetrista Cultural Center May 2003 - September 2003
Skills
Fish Philosophy, Leadership Development, Spanish-speaking, Prezi, Microsoft Word, PowerPoint development, Microsoft Excel, Creativity, Training, Sales, Spanish, Budgets, Data Analysis, Leadership, Strategy, Management, Public Speaking, Team Building, Customer Service, Microsoft Office
Education
Trine University 2014 — 2015
Master's Degree, Leadership; Concentration in Business
Hanover College 2001 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Shenandoah High School 1997 — 2001
Honors Diploma
OneAmerica Financial Partners Inc. April 2009 - Present
Education
University of Wisconsin-Whitewater 1974 — 1976
Master of Business Administration (MBA), Management
Illinois Institute of Technology 1966 — 1970
Bachelor of Science (BS), Business and Economics
OneAmerica Financial Partners Inc. May 2008 - Present
Lauth Property Group October 2007 - April 2008
KB Home 2005 - 2007
US Army October 2003 - May 2005
US Army May 2001 - October 2003
Skills
Project Management, Communication, Consensus Building, Schedule Control, Scope Management, Change Management, Program Management, Process Improvement, Integration, PMP, Leadership, SDLC, IT Management, Project Planning, Requirements Analysis, SharePoint, Software Documentation, Team Leadership, Information Technology, Disaster Recovery, Requirements Gathering, Project Portfolio..., Cross-functional Team..., Visio, Business Process..., MS Project, Agile Methodologies, CRM, Quality Assurance, Business Analysis, Testing, Business Process, Software Project..., Vendor Management, Business Intelligence, PMO, IT Strategy, Risk Management, Analysis, Software Development, ITIL
Education
Mooresteam University- Extension program of The Ohio State University 2012 — 2013
Certified Lean Six Sigma Green Belt
Project Management Professional (PMP) 2010 — 2011
Basic Officer Leadership Training 2001 — 2001
Hampton University 1996 — 2001
BS, Computer Science
Cadet Troop Leadership Program 1999 — 1999
Leader Development and Assessment Course 1999 — 1999
Airborne School 1997 — 1997
CCIM Introduction Course 2008 — 2008
Randstad Technologies US July 2014 - Present
OneAmerica Financial Partners Inc. May 2013 - July 2014
Nordstrom June 2012 - December 2012
Neurology & Neurosurgery Associates August 2011 - December 2011
Neurology and Neurosurgery Associates January 2004 - January 2007
Skills
Technical Recruiting, Networking, Customer Service, Sales, Retail Sales, Data Entry, Microsoft Office, Leadership, Employee Benefits, Insurance, Administrative Work, Salesforce.com, Lotus Notes, Customer Satisfaction, Time Management, Human Resources, Outlook, NextGen, Visual Merchandising, Market Research, Retail, Apparel
Education
Florida State University 2007 — 2011
B.S, Psychology; Abnormal and Clinical psychology
Andromeda Systems Incorporated October 2014 - March 2015
Northrop Grumman Corporation Technical Services July 2007 - August 2014
Northrop Grumman Corporation Technical Services September 1998 - July 2007
OneAmerica Financial Partners Inc. June 1987 - September 1998
Skills
Configuration Management, Systems Engineering, Information Assurance, Integration, DoD, Security Clearance, CMMI, Unix, Requirements Analysis, Software Engineering, Testing, Earned Value Management, Six Sigma, Software Development
Education
Ball State University 1982 — 1986
Bachelor of Science (B.S.), Management Information Systems
OneAmerica Financial Partners Inc. February 2015 - Present
The Retirement Advantage January 2014 - January 2015
The Retirement Advantage 2008 - December 2013
Dungarvin 2003 - 2012
Emjay Corporation 1988 - 2008
Skills
401k, Retirement, Pensions, Retirement Planning, Retirement Plan..., ERISA, Profit Sharing, Defined Contribution, Employee Benefits, Qualified Retirement...
Education
Cardinal Stritch University
Bachelor's degree, Elementary Education and Teaching
Jeunesse Global July 2014 - Present
Tygrett Company, LLC 2004 - Present
OneAmerica Financial Partners Inc. 1975 - 2003
Skills
Marketing, including..., Management, including..., Rental Management, Insurance, Employee Benefits, Health Insurance
Education
Ball State University
Bachelor of Science (BS), Business Administration and Management, General
Margie Williams Helping Hands June 2014 - Present
South Seattle College December 2003 - Present
Renton Chamber of Commerce February 2015 - June 2015
New Pursuit Business Intelligence / DBA 2013 - 2015
OneAmerica Financial Partners Inc. January 2011 - December 2011
Virginia Mason Medical Center January 2004 - December 2008
New Pursuit Academy January 2003 - January 2008
Kelly Services Seattle ( Microsoft Company, The Boeing Company) January 1994 - January 1998
University of Washington January 1990 - January 1994
Skills
Training, Program Management, Employee Training, Database Design, Fundraising, Management, Security, Network Security, Computer Security, Information Security, Public Speaking, Teaching, Visio, Blended Learning, Microsoft Excel, Team Building, SQL Server 2012..., SQL Server 2012..., SQL Server 2012 Security, Structured Query..., PowerShell, SQL Server 2012..., Excel 2010: Level 3 -..., Beginning SQL Server..., SQL Server 2012..., ACCESS, Certified Database..., Certified Business..., ArcMap 10.3 GIS
Education
Bellevue College Continuing Education 2014 — 2014
Certified Database Administrator - Information Technology
Bellevue College 2013 — 2014
Certified Business Intelligence Analyst, Information Technology
Bellevue College
Associate of Science (A.S.), Information Technology
North Seattle College
Associate of Arts (A.A.), Electrical Engineering
University of Washington
B.A, Social Sciences
OneAmerica Financial Partners Inc. August 2013 - July 2014
OneAmerica Financial Partners Inc. May 2013 - July 2013
Element212 January 2013 - May 2013
Software Research Center August 2011 - January 2013
MediaFuel Digital Marketing Agency June 2012 - August 2012
Skills
HTML, CSS, Adobe Creative Suite, Cinema 4D, Digital Photography, Web Design, Interaction Design, Logo Design, Typography, Illustrator, Layout, Visual Communication, User Interface, Brand Development, Graphics, Graphic Design
Education
Indiana University-Purdue University at Indianapolis 2014 — 2016
Master's Degree, Human Computer Interaction
Anderson University 2009 — 2013
Bachelor's Degree, Visual Communication Design
Drewry Simmons Vornehm, LLP January 2015 - Present
OneAmerica Financial Partners Inc. August 2014 - January 2015
Vaco January 2012 - June 2014
Robert Half Management Resources December 2006 - January 2012
PricewaterhouseCoopers September 2000 - December 2006
Education
Butler University 1996 — 2000
BS, Accounting
OneAmerica Financial Partners Inc. October 2013 - Present
OneAmerica March 2011 - October 2013
Central Indiana Chapter of IIBA November 2011 - April 2012
Central Indiana Chapter of IIBA April 2011 - April 2012
IIBA-Central Indiana Chapter April 2007 - April 2011
State Auto Insurance 2005 - March 2011
Sallie Mae May 2003 - June 2005
Eli Lilly 2002 - 2003
SAIC 2000 - 2001
Conseco January 1994 - January 2000
Skills
Business Analysis, Business Process, Software Documentation, Business Requirements, Requirements Analysis, Analysis, Testing, Systems Analysis, Project Management, Requirements Gathering, SDLC, Integration, PMP, Leadership, Corporate Communications, Strategy, Management, Project Planning, Certified Scrum Master..., Decision Making Skills, Documentation, Certified Business..., Certified Collaboration...
Education
Indiana Institute of Technology 2000 — 2005
Bachelors of Science, Management Information Systems
OneAmerica Financial Partners Inc. September 2013 - Present
PNC Financial Services Group May 2012 - August 2013
Fifth Third Bank October 2010 - April 2012
WestPoint Financial Group March 2010 - September 2010
Family Development Services, Inc. July 2008 - March 2010
Skills
Series 6, Series 63, Series 65, Sales, Customer Service, Life Insurance, Long Term Care Insurance, Annuities, Mutual Funds, Retirement Planning, Banking, Consumer Lending, Spanish-English
Education
Greenville College 2004 — 2007
Bachelor of Arts, Spanish
Vandalia Community High School 2000 — 2004
High School Diploma
Latin American Studies Program
American Funds December 2014 - Present
OneAmerica Financial Partners Inc. June 2013 - December 2014
Old National Bank December 2011 - June 2013
Cardinal Fitness May 2011 - November 2011
Cardinal Fitness August 2008 - May 2011
United States Marine Corps May 2005 - August 2006
United States Marine Corps August 2002 - May 2005
Skills
Customer Service, Sales, Leadership, Cold Calling, Sales Management, Microsoft Excel, PowerPoint, Microsoft Office, Fitness Training, Coaching, Account Management, Data Analysis, CBS Banking Database, DepositPro Banking..., LaserPro Banking..., Operations Management, Advertising, Budgets, Business Strategy, Customer Satisfaction, Event Planning, Investments, Management, Marketing, Program Management, Team Building, Training, Time Management, Inventory Management
Education
Harrison College-Indianapolis 2008 — 2013
Bachelor of Science, Business Management
Harrison College-Anderson 2007 — 2010
Associate of Applied Science, Business Finance
OneAmerica May 2015 - Present
OneAmerica Financial Partners Inc. September 2014 - Present
Applied Composites Engineering March 2013 - July 2014
Knauf Insulation October 2010 - March 2013
Knauf Insulation March 2010 - October 2010
Plymate, Inc. January 1998 - February 2010
Anthem 1993 - 1998
Skills
Employee Engagement, Talent Management, Employee Relations, Coaching, Compensation, Performance Management, Organizational..., Change Management, HR Policies, Leadership Development, Deferred Compensation, Human Resources, Employee Training, Organizational..., Strategic Planning, Employer Branding, Employee Recognition, Employee Surveys, Strategic HR, Recruiting, HR Project Management, Employee Retention, Workforce Planning, Succession Planning, Labor Relations, Onboarding, Employee Benefits, HRIS, FMLA, Employee Handbooks, New Hire Orientations, Personnel Management, Benefits Administration, Organizational Design, Job Descriptions, Talent Acquisition, SPHR, Career Development, Union Avoidance, Compensation & Benefit, College Recruiting, HR Consulting, Employment Law, Applicant Tracking..., Interviews, Hiring, Job Analysis
Education
Indiana Wesleyan University 1991 — 1993
MSM, Management
Ball State University 1982 — 1986
Nerium International December 2014 - Present
OneAmerica Financial Partners Inc. September 2014 - Present
OneAmerica Financial Partners Inc. April 2013 - Present
Beth's Dancenter August 2013 - May 2014
OneAmerica Financial Partners Inc. June 2010 - April 2013
University of Indianapolis August 2007 - May 2010
OneAmerica, Retirement Services May 2009 - July 2009
Jump Into Motion Dance Academy September 2007 - May 2009
Mike McCallister September 2008 - December 2008
Dr. Jerry Flatto, University of Indianapolis July 2008 - August 2008
Skills
Leadership, Software Documentation, Requirements Analysis, Business Analysis, Workshop Facilitation, Research, SQL, Digital Imaging, Human Resources, Customer Service, Windows, Networking, Visio, Testing, Time Management, Social Networking
Education
Anderson University 2014 — 2016
Master of Business Administration (M.B.A.), Masters in Business Administration
University of Indianapolis - School of Business 2006 — 2010
Bachelor of Science, Computer Informaton Systems, Marketing
OneAmerica Financial Partners Inc. July 2005 - Present
Financial Services September 1975 - Present
Education
Auburn University 1963 — 1967
Bachelor of Science (BS), Accounting and Finance
OneAmerica Financial Partners Inc. February 2014 - Present
ABeam Consulting March 2013 - February 2014
EcoSys June 2007 - March 2013
Bell Mobility June 2005 - May 2007
Commission des services électriques de Montréal July 2002 - May 2005
Lemcon Networks July 2001 - July 2002
Kiewit June 1999 - February 2001
WR Grace May 1998 - September 1998
Bombardier Recreational Products May 1997 - August 1997
Group Rodican May 1996 - September 1996
Skills
Primavera P6, Project Management, Program Management, PMP, Business Analysis, Enterprise Project..., Full SDLC, RFP, RFI, Analysis, Business Process..., Integration, Management, PMO, Process Improvement, Leadership, MS Project, Project Planning, SDLC, Telecommunications, Testing, Wireless
Education
HEC Montréal 2003 — 2007
Graduate Degree, Management
PMI Montreal 2003 — 2005
PMP, Project Management
École de technologie supérieure 1995 — 1999
Bachelor degree, Construction Engineering
Andre-Grasset College 1992 — 1995
Technical degree, Technical degree in Real Estate Estimating and Evaluation
Ascension Health October 2014 - Present
Ascension Health December 2013 - October 2014
OneAmerica Financial Partners Inc. January 2013 - November 2013
Independent Contractor October 2011 - March 2013
Skills
Microsoft Office, Historical Research, Composition, Adaptability, Improvisation, Music Pedagogy, Time Management, Lesson Planning, Genealogy, Heuristics, Data Entry, Process Improvement
Education
Ball State University 2007 — 2011
Bachelor’s Degree, History, Government, Economics
Amway August 2015 - Present
Amway August 2013 - August 2015
SIG January 2008 - June 2013
OneAmerica Financial Partners Inc. March 2005 - January 2008
Skills
Global Compensation, Executive Pay, Compensation Review, Incentive Programs, Compensation Structures, Microsoft Office, Personnel Management, Organizational..., Interviews, Technical Recruiting, Applicant Tracking..., Strategic Planning, Recruiting
Education
Central Michigan University 2001 — 2004
Bachelor's of Science, Human Resources, 3.94 GPA
OneAmerica Financial Partners Inc. February 2015 - Present
Allegion, PLC May 2014 - October 2014
OneAmerica March 2010 - May 2014
Decatur Vein Clinic May 2009 - March 2010
Stanley Security Solutions March 2007 - May 2009
Skills
Email Marketing, Email Newsletter Design, Email Analytics, Marketing Communications, Marketing Strategy, Strategy, Marketing, Internal Communications, Copywriting, HTML, Web Content Management, Web Content, Online Marketing, Project Management, Project Coordination, Adobe Creative Suite, Illustrator, Photoshop, Dreamweaver, Direct Mail, Event Planning, Press Releases, Social Media Marketing, Newsletters, Community Development, Web Design, Client Services, Salesfusion Marketing..., ExactTarget, Exact Target, Print Collateral, Client Service Oriented, Cross Functional..., Fundraising, Presentation Development, Digital Marketing, PPC, Process Improvement, Audience Segmentation, Google Analytics, Web Analytics, HTML Emails, Email Design
Education
Butler University 2002 — 2006
B.A., Media Arts
Elkhart Memorial High School 1998 — 2002
OneAmerica Financial Partners Inc. November 2013 - Present
Prudential Financial January 2013 - November 2013
Hartford Financial Services Group April 2011 - January 2013
MassMutual Financial Group October 2009 - April 2011
Mass Mutual Life Insurance Co. May 2008 - December 2009
Mass Mutual Life Insurance Co. November 2006 - May 2008
New York Life 2003 - 2006
ING Financial Partners 2000 - 2003
ING Investment Management 1999 - 2003
Skills
CRM, Estate Planning, Insurance, Leadership, Management, Marketing, Retirement, Retirement Planning, Sales, Recruiting, Sales Management, Sales Operations, Strategic Financial..., Strategy, Training, Financial Planning
Education
Boston University 2007 — 2009
B.S., General Studies
OneAmerica Financial Partners Inc. February 2015 - Present
KPMG US November 2008 - February 2015
IUPUI January 2006 - December 2008
Berlitz Languages Inc. February 2007 - November 2008
Berlitz February 2005 - February 2007
Skills
Public Sector, Business Process..., Management, Change Management
Education
Anderson University 2008 — 2010
MBA
Indiana University-Purdue University at Indianapolis 2003 — 2004
B.A., English
Palm Beach Community College 2001 — 2003
Technische Universität Dresden 2000 — 2001
North American Studies, Communication Science
Allied Solutions LLC June 2014 - Present
Allied Solutions LLC June 2013 - Present
OneAmerica Financial Partners Inc. September 2007 - March 2013
OneAmerica Financial Partners Inc. August 2005 - August 2007
OneAmerica Financial Partners Inc. 2001 - 2005
OneAmerica Financial Partners Inc. 1999 - 2001
OneAmerica Financial Partners Inc. 1997 - 1999
The Morley Group October 1996 - July 1997
S & T Technologies June 1994 - March 1996
Skills
SPHR, Employee Relations, Talent Acquisition, Deferred Compensation, Performance Management, Succession Planning, Employee Engagement, Onboarding, Recruiting, Human Resources, Workforce Planning, Talent Management, Mergers, Acquisitions, Employee Handbooks, Employee Recognition, Mergers & Acquisitions, Employment Law, Leadership Development, Diversity & Inclusion, Compensation & Benefit, Organizational..., Organizational..., Process Improvement, Leadership, Sourcing, Training
Education
Delhi University 1990 — 1992
Masters, Industrial Psychology and Organizational Behavior
Delhi University 1987 — 1990
Bachelor's degree, Industrial psychology and Organizational Behavior
Ascension Health August 2014 - Present
Dorothy Cole January 2014 - Present
OneAmerica Financial Partners Inc. September 2012 - March 2014
Transamerica January 2004 - September 2012
Charles Schwab September 1999 - November 2003
Skills
Organizing, Customer Experience, Customer Retention, Internal Communications, Problem Solving, Teamwork, Team Oriented, PowerPoint, Excel, Microsoft Office 2007, Training, Series 6, Leadership, Microsoft Excel, Defined Benefit, ERISA, Customer Service, Pensions, Sales, Team-oriented, Public Speaking, Series 7, Retirement Plan..., Marketing, 401k, Financial Services, Qualified Retirement..., Retirement, Employee Benefits, Defined Contribution, Organization, Series 63, Mutual Funds, Retirement Planning
Education
Anderson University 2008 — 2010
MBA, Leadership
California State University-Hayward 1995 — 1997
Bachelor of Science, Business Administration-HR MGMT
Beacon Hill Staffing Group July 2015 - Present
TEKsystems June 2014 - June 2015
OneAmerica Financial Partners Inc. August 2012 - June 2014
Hill-Rom July 2006 - August 2012
Kaplan Professional 2004 - 2006
IBM Global Services 1998 - 2003
Lincoln Financial Group 1996 - 1998
Skills
Project Management, PMP, Control Theory, Risk Management, Continuous Improvement, Integration, Team Building, Software Project..., Management, Process Improvement, PMO, Initiation, Leadership, SDLC, Business Intelligence, Quality Assurance, Team Management, Project Planning, Cross-functional Team..., Vendor Management, Program Management, Business Process..., MS Project, Project Portfolio..., Change Management, ERP, IT Management, IT Strategy, ITIL, Business Process, Microsoft Project, Requirements Analysis, SharePoint, Six Sigma, Software Documentation, Visio
Education
Indiana Wesleyan University 1987 — 1989
MBA
Harvard University 1978 — 1979
Graduate Studies
University of Massachusetts Boston 1974 — 1976
CAGS
Salem State University 1972 — 1974
MAT
American International College 1968 — 1972
BA
Sign Code Inc. 2006 - Present
OneAmerica Financial Partners Inc. 2000 - 2006
Charles Schwab 1999 - 2000
American Funds 1996 - 1999
Delta Faucet Company 1989 - 1995
Skills
Strategic Planning, Project Management, Microsoft Office, Research, Teaching, Lifesciences, Public Speaking, Product Development, Analysis, Data Analysis, Business Strategy, Entrepreneurship, Market Research, Contract Negotiation, Account Management, Team Building, Customer Service, Budgets, Sales Management, Project Planning, Negotiation, New Business Development
Education
Ball State University 1990 — 1995
Bachelor of Arts (B.A.), Marketing, Spanish
Carmel High School
OneAmerica Financial Partners Inc. September 2013 - Present
State of Indiana(DOR) May 2013 - September 2013
Eli Lilly July 2008 - May 2013
CNO Financial Group July 2007 - June 2008
Skills
Testing, Quality Center, SDLC, Test Planning, Quality Assurance, Software Quality..., User Acceptance Testing, Test Management, Requirements Analysis, System Testing, Regression Testing, Agile Methodologies, Test Automation, Test Cases, Manual Testing, QTP, Computer System..., Requirements Gathering, Business Analysis, SQL, Oracle, Business Requirements, JIRA, Test Strategy, Waterfall
Education
Sri Padmavati Mahila Viswavidyalayam
Master's degree, Computer Science
OneAmerica Financial Partners Inc. November 2014 - Present
Harrison College June 2013 - August 2015
Liberty Mutual Insurance December 2010 - December 2014
Gordon Food Service February 2008 - November 2010
Crowe Horwath LLP November 2005 - January 2008
National Multiple Sclerosis Society February 2003 - November 2005
St. Claire Cisco Group February 2002 - October 2002
Community Health Network February 1999 - February 2002
Skills
Internal Communications, Corporate Communications, Strategic Communications, Change Management, Marketing Communications, Strategic Planning, Public Relations, Newsletters, Crisis Communications, Project Management, Non-profits, Media Relations, Event, Copywriting, Leadership, Public Speaking, Strategy, Event Management, Training, Nonprofits, Social Media, Press Releases, Marketing, Management, Program Management, Advertising, Direct Marketing, Recruiting, Leadership Development, Organizational..., Coaching, Team Building, Workshop Facilitation, Fundraising, Social Networking, Higher Education, Team Leadership, Employee Training, Budgets, Employee Engagement, Editing
Education
University of Phoenix 2009 — 2015
Doctorate of Management, Organizational Leadership
Indiana Wesleyan University 2000 — 2003
Master's of Business Administration
Franklin College 1995 — 1999
Bachelor's of Liberal Arts, Journalism, Advertising/PR
EMPOWER Retirement December 2014 - Present
OneAmerica Financial Partners Inc. April 2013 - December 2014
OneAmerica Financial Partners Inc. January 2008 - December 2014
John Hancock Financial Services May 2006 - January 2008
Edward Jones Investments September 2005 - March 2006
Charles Schwab October 1999 - September 2005
Scudder Kemper Investments January 1998 - October 1999
Education
Elmhurst College 1992 — 1997
BS, International Business and Economics
Mainstreet July 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM) July 2014 - July 2015
OneAmerica Financial Partners Inc. July 2013 - June 2014
OneAmerica Financial Partners, Inc. August 2010 - July 2013
PricewaterhouseCoopers September 1998 - August 2010
Indiana Department of Insurance June 1994 - September 1998
Skills
Financial Reporting, Accounting, Auditing, Sarbanes-Oxley Act, SEC filings, Internal Audit, Internal Controls, Financial Analysis, CPA, Risk Management, GAAP, US GAAP, Sarbanes-Oxley, Enterprise Risk..., Financial Accounting, SEC Filings
Education
Ball State University 1990 — 1994
BS, Accounting
Community Health Network May 2015 - Present
Tele Electronics Communication Solutions LLC July 2014 - June 2015
Kronos June 2012 - June 2014
Loyalty Research Center January 2011 - May 2011
OneAmerica Financial Partners Inc. May 2010 - July 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Analysis, Financial Reporting, Customer Service, Teamwork, Business Process, Business Analysis, Access, Data Analysis, Consulting, Human Resources, Public Speaking, Software Documentation
Education
Butler University - College of Business Administration 2007 — 2011
Bachelor's degree, Management Information Systems, General
OneAmerica Financial Partners Inc. August 2010 - Present
OneAmerica May 2008 - July 2010
OneAmerica Financial Partners Inc. February 2006 - May 2008
Guitars and More July 2004 - February 2006
Safeco November 1996 - March 2002
Skills
COBOL, Microsoft SQL Server, Programming, Java, DB2, SDLC, SQL, Requirements Analysis, SSRS, Process Improvement, Requirements Gathering, XML, Integration, Data Warehousing
Education
Franklin College 1992 — 1996
B.A., Broadcast Journalism
DeVry University May 2009 - Present
DeVry University/Keller Graduate School of Management May 2009 - Present
OneAmerica Financial Partners Inc. November 2002 - May 2009
Skills
-Networking, Sales Presentations, Sales pipeline..., Ability to train and..., Relationship..., Sales planning, Time management skills, Strong communication..., Ability to multi-task..., Public Speaking, Insurance, Series 6, Life Insurance, Retirement, Fixed Annuities, Admissions, Interviews, Leadership, Customer Service, Process Improvement, Time Management, Management, Microsoft Office, Financial Services, Teaching, Team Building, Strategic Planning, Microsoft Word, Microsoft Excel, Team Leadership, Training, Mentoring, Leadership Development
Education
Concordia University
B.A, Education
University of Minnesota
Master of Fine Arts, Organ Performance
OneAmerica Financial Partners Inc. January 2006 - Present
OneAmerica Financial Partners Inc. January 2005 - January 2006
Golden Rule Insurance January 1995 - January 2005
Golden Rule Insurance June 1992 - January 1995
Skills
Series 6, Retirement, Fixed Annuities, Insurance, Disability Insurance, Health Insurance, Financial Planning, Long-term Care
Education
Davenport University 1995 — 1997
Bachelors, Business
Baker College Business and Corporate Services 1990 — 1995
Associates, Business
Lincoln Financial Group July 2001 - Present
MetLife October 1997 - July 2001
Transamerica November 1995 - October 1997
OneAmerica Financial Partners Inc. June 1991 - November 1995
PwC June 1989 - June 1991
Skills
Mutual Fund..., Mutual Fund Accounting, Asset Management..., SEC Financial Reporting, SEC Regulatory Reporting, Insurance Company..., Risk Management, Valuation, Financial Analysis, Strategic Financial...
Education
Ball State University
Bachelor's degree, Accounting and Finance
Eagle Adjusting Services, LLC November 2014 - Present
OneAmerica Financial Partners Inc. August 2014 - October 2014
Stanley Security Solutions 2012 - 2014
Monarch Beverage May 2012 - July 2012
Optimi 2006 - 2009
Ace Marketing Services June 2000 - January 2006
Skills
Recruiting, Employee..., Onboarding, HRIS, Applicant Tracking..., Employee Benefits, Talent Acquisition, Benefits Administration, Succession Planning, Talent Management, PeopleSoft, FMLA, New Hire Orientations, Performance Management, College Recruiting, Job Fairs, Telecommunications, Recruiting, Employee Relations, Interviews, Human Resources, Conflict Resolution, Background Checks, HR Policies, Leadership, Employee Engagement, Leadership Development, Resume Writing, Training, Employee Training, Personnel Management, Taleo, Hiring, Organizational..., Workforce Planning, Technical Recruiting, Internet Recruiting, Deferred Compensation, HR Consulting, Sourcing, Labor Relations, Executive Search, Cold Calling, Employer Branding
Education
Clark Atlanta University
BA
OneAmerica Financial Partners Inc. 2010 - Present
Credit Suisse 2009 - 2010
Bank of America Global Human Resources (Sherpa LLC) 2008 - 2009
Cummins Inc. 2007 - 2008
Bank of America 2006 - 2007
Wachovia Bank 2000 - 2006
Clayton L. Scroggins and Associates 1999 - 2000
Fidelity Investments 1997 - 1999
Skills
Employee Benefits, Risk Management, Vendor Management, Process Improvement, Management, Investments, Mutual Funds, Business Analysis, Change Management, Pensions, SDLC, Strategic Planning, Project Management, Retirement, Leadership, Training, Retirement Planning, Program Management, Outsourcing, Leadership Development
Education
Montreat College 2003 — 2005
MBA, Business - Management
Berea College 1993 — 1997
Business Administration, Accounting
Berea College 1993 — 1997
Music, Organ - General Music
Cerner Corporation July 2015 - Present
Indiana University School of Informatics and Computing August 2014 - December 2014
OneAmerica Financial Partners Inc. May 2014 - July 2014
Skills
Java, SDLC, JavaScript, C, C++, Agile Methodologies, Python, MySQL, jQuery, Matlab, CSS, ETL, PHP, Linux, Teamwork, Git, HTML5, Node.js, MongoDB, Mocha, GruntJS, YUIdocjs, REST
Education
Indiana University Bloomington 2013 — 2015
Master's Degree, Computer Science, 3.28
Rajiv Gandhi Institute Of Technology 2009 — 2013
Bachelor's Degree, Computer Engineering, 62.72%
OneAmerica® 2006 - Present
OneAmerica Financial Partners Inc. 1992 - 2013
OneAmerica 2003 - 2005
OneAmerica September 1997 - 2003
OneAmerica 1995 - 1997
OneAmerica 1993 - 1995
Prudential Insurance 1981 - 1992
Skills
Insurance, Disability Insurance, Customer Service, Employee Benefits, Claim, Life Insurance, Administration, Health Insurance, Term Life Insurance
Education
Hanover College
Education, Business
Allegion, PLC March 2014 - Present
Remy International June 2013 - March 2014
OneAmerica Financial Partners Inc. January 2013 - June 2013
Brightpoint June 2009 - January 2013
Katz, Sapper & Miller 2004 - 2009
Skills
GAAP, Internal Controls, Financial Reporting, Audit, Financial Accounting, Accounting, Auditing, Financial Analysis, Manufacturing, Mentoring, Excel, Cash Flow, SOX, Internal Audit, Process Improvement, Microsoft Office, Research, Assurance, SAS70, Word, Mergers, Problem Solving, Business Analysis, PowerPoint, Quickbooks, Analysis, Financial Audits, Sarbanes-Oxley Act, General Ledger, QuickBooks
Education
Ball State University 1993 — 1998
OneAmerica Financial Partners Inc. July 2013 - Present
Reliance Standard July 2011 - July 2013
Prudential Financial 2006 - 2011
The Hartford 2003 - 2006
The Hartford 2000 - 2003
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Life Insurance, Mutual Funds, Sales, Brokers, Term Life Insurance, Group Insurance, Benefits Administration, Customer Service
Education
Augustana College 1994 — 1999
OneAmerica Financial Partners Inc. January 2015 - Present
Putnam Investments May 2012 - November 2014
BNY Mellon Asset Management June 2011 - May 2012
401(k) Advisors January 2011 - June 2011
Prudential Financial April 2003 - October 2010
Skills
Investments, Retirement, Series 7, Pensions, Mutual Funds, 401k
Education
Bates College 1978 — 1982
BA, Economics and Math
OneAmerica Financial 2011 - Present
OneAmerica 2009 - 2011
OneAmerica Financial Partners Inc. 2006 - 2009
Skills
Process Improvement, Sales Operations, Customer Service, Lotus Notes, Training, Insurance, Performance Management, Retirement, Recruiting, Fixed Annuities, PowerPoint, Coaching, Microsoft Word, Retirement Planning, Employee Benefits, 401k
Education
Central Piedmont Community College 1995 — 1997
Myers Park High School 1993 — 1995
ExactTarget September 2013 - Present
OneAmerica Financial Partners Inc. August 2013 - September 2013
Eli Lilly and Company 2008 - May 2013
BCforward May 2008 - November 2008
Skills
Quality Center, Test Cases, Test Planning, Quality Assurance, Testing, Software Quality..., SDLC, System Testing, User Acceptance Testing, Manual Testing, Test Management, Regression Testing, Requirements Analysis, Test Automation, SQL, Agile Methodologies, Unix, Software Documentation, Oracle, Requirements Gathering, Test Strategy, SharePoint, Business Requirements, Software Project..., Scrum, Computer System...
Education
Bharathidasan University 2002 — 2005
Master of Computer Applications (MCA), Computer Science, A
Bharathidasan University 1999 — 2002
Bachelor of Science (BSc), Computer Science
WellPoint August 2009 - Present
OneAmerica Financial Partners Inc. April 1998 - August 2007
WebMD July 2001 - November 2001
Skills
Customer Service, Customer Satisfaction, Microsoft Excel, Employee Training, English-Spanish, HIPAA, Microsoft Word, SharePoint, Liaison, ICD-9, Health Insurance, Life Insurance, Process Improvement, Health Education, Healthcare Information...
Education
Indiana University-Purdue University at Indianapolis 2005 — 2009
Master of Science (MS), Medical Informatics
Ball State University 1990 — 1995
Bachelor of Applied Science (BASc), Public Health Education and Promotion
Milliman August 2015 - Present
OneAmerica Financial Partners Inc. October 2012 - August 2015
OneAmerica Financial Partners Inc. August 2011 - October 2012
WellPoint February 2010 - August 2011
WellPoint August 2008 - February 2010
AEGON Institutional Markets Division May 2007 - August 2008
AEGON Institutional Markets Division May 2006 - August 2006
Skills
Enterprise Risk..., ORSA, Economic Capital, Risk Tolerance, Cyber-security, Microsoft Excel, Life Insurance, Reinsurance, LTC Combo, Variable Annuities, Health Insurance, Business Continuity, Microsoft Visual Studio..., VBA, SAS, Microsoft SQL Server, Mathematica, LaTeX
Education
Ball State University
Bachelor of Science (BS), Actuarial Science
State of Indiana September 2013 - Present
OneAmerica Financial Partners Inc. March 2010 - June 2013
OneAmerica Financial Partners Inc. September 2006 - March 2010
OneAmerica Financial Partners Inc. October 2002 - September 2006
OneAmerica Financial Partners Inc. June 2000 - October 2002
OneAmerica Financial Partners Inc. April 1999 - June 2000
OneAmerica Financial Partners Inc. May 1998 - April 1999
OneAmerica Financial Partners Inc. March 1997 - May 1998
Skills
CPA, Finance, Accounting, Insurance, Treasury Services, FLMI, Budget Monitoring
Education
Anderson University 2001 — 2003
Master of Business Administration (MBA), Master of Business Administration
Marian College 1994 — 1996
Bachelor of Science (BS), Accounting
St. Joseph's College (IN) 1992 — 1994
None, Accounting
Finish Line November 2014 - Present
OneAmerica Financial Partners Inc. March 2014 - November 2014
OneAmerica Financial Partners Inc. May 2008 - March 2014
OneAmerica Financial Partners Inc. March 2002 - May 2008
OneAmerica Financial Partners Inc. January 2001 - March 2002
Skills
Instructional Design, Microsoft Excel, Microsoft Word, PowerPoint, HTML, Instructor-led Training, Microsoft Publisher, Wiki Development, E-Learning, Project Management, Leadership Development
Education
Harrison College 2008 — 2010
Associate of Science (A.S.), Business Management