Pacific Life
Industry: Insurance company
DescriptionPacific Life Insurance Company is an American insurance company providing life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life also counts more than half of the 100 largest U.S. companies as clients. Headquarters: Newport Beach, California, United States CEO: James T. Morris (2 Apr 2007–) Parent organization: Pacific Mutual Holding Company Number of employees: 3,578 (2017) Chief information officer: Mike Shadler Subsidiaries: Swell Investing LLC, Aviation Capital Group Corp.,
Pacific Life List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pacific Life. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Pacific Life Salaries. You can even request information on how much does Pacific Life pay if you want to. Learn about salaries, pros and cons of working for Pacific Life 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!
1,686 Pacific Life employees in database. Find out everything there's to know about Pacific Life 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.
Pacific Life Employees
American Orthodontics June 2005 - Present
Pacific Life 2003 - 2004
Lincoln Financial Advisors April 1995 - May 2003
Skills
Capital Equipment, Medical Devices, Selling, Direct Sales, Product Launch, Cold Calling, Sales Management, Sales Operations, Account Management, Sales Presentations, Sales Process, New Business Development, Trade Shows, Dentistry, Product Development, Marketing Strategy, Healthcare, Surgery, Sales, Marketing
Education
San Diego State University-California State University 1995 — 1996
MBA, Financial Planning Emphasis
Brigham Young University
B.S., Pre-Med/Psychology
Pacific Life 2014 - 2014
Brigham Young University 2013 - 2013
Skills
R, Linux, Git, SAS Programming, VBA, C++, C, C#, SQL, Regression Analysis, Multivariate Statistics, Bayesian statistics, Bayesian Nonparametrics, Survival Analysis, Regular Expressions, Data Analysis, Machine Learning, Statistics, ANOVA, MANOVA, Research, LaTeX, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SAS, Analysis, Matlab
Education
Brigham Young University 2012 — 2015
MS, BS, Statistics
Pacific Life July 2015 - Present
Bank of Nebraska June 2006 - Present
Apple Tree Orchard October 2003 - June 2006
Skills
First Time Home Buyers, Microsoft Excel, Customer Service, PeopleSoft, Credit, Microsoft Word, Outlook, Coaching, Leadership, Financial Analysis, Strategic Planning, Data Analysis, Microsoft Office
Education
Bellevue University 2011 — 2012
Bachelors Degree, Human and Social Services Administration
WealthPoint, LLC January 2015 - Present
Self Employed February 2014 - January 2015
Brian K. Adams & Associates, Inc. March 2012 - April 2013
AXA Equitable January 2008 - March 2012
Pacific Life November 2002 - December 2007
Intel Corporation 2000 - 2001
Skills
Life Insurance, Advanced Markets, Case Design, Marketing Communications, Product Marketing, Channel Marketing, Financial Institutions, Retirement Planning, Wealth, Marketing, Sales, Salesforce.com, Marketing Strategy, Training, Financial Services, Multi-channel Marketing, Series 6, Financial Planners, Estate Planning, Sales Operations, Term Life Insurance, Insurance, Financial Planning
Education
University of Arizona 1994 — 1998
BA, Political Science & History
Arizona State University
Walter Cronkite School of Journalism, Journalism & Mass Communication Courses
Xavier College Preparatory
Cohn Financial Group, a Division of GBS Insurance & Financial Services, Inc. April 2010 - Present
Pacific Life July 2003 - March 2010
James River Associates 1989 - 1994
Skills
Life Insurance, Estate Planning, Asset Protection, Fixed Annuities, Insurance, Disability Insurance, 401k, Asset Management, Brokers, Employee Benefits, Financial Advisory, Financial Planners, Financial Services, Investment Advisory, Investments, Long-term Care, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Succession Planning, Term Life Insurance, Underwriting, Wealth, Wealth Management
Education
Averett University 1987 — 1992
BBA
Averett University
Bachelor's of Business Administration, Business Administration and Management, General
MGM April 2013 - Present
NBC Universal May 2012 - March 2013
Pacific Life 2001 - 2012
Auaroa National Life Assurance January 1993 - November 2000
Aurora National Life Assurance January 1983 - November 2000
Skills
MS SQLServer DBA, Database Administration, Data Warehousing, T-SQL, Disaster Recovery, Database Design, Performance Tuning, SQL Tuning
Education
California Coast University
BS, Management
Mercato Partners September 2014 - Present
Mercato Partners September 2013 - Present
Capital Group April 2011 - September 2013
Pacific Life November 2008 - August 2011
Grant Thornton August 2006 - November 2008
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Due Diligence, Investments, Accounting, IFRS, Business Valuation, Valuation, Internal Controls, Risk Management, Auditing
Education
University of Southern California 2010 — 2011
Graduate Certificate in Financial Analysis and Valuation
Idaho State University 2005 — 2006
MBA, Emphasis in Accounting
Brigham Young University - Idaho 2002 — 2005
Bachelor of Science (BS), Accounting
Reinsurance Group of America, Incorporated December 2013 - Present
Milliman July 2007 - December 2013
Pacific Life 2011 - 2012
Lincoln Financial Group 2002 - 2006
First Penn Pacific 2002 - 2005
Zurich Life 1999 - 2002
CNO Financial Group 1997 - 1999
American United Life 1996 - 1996
Skills
Actuarial Consulting, Public Speaking, Pricing Analysis, Term Life Insurance, Microsoft Excel, Product Development, Actuarial Science, Pricing, Critical Illness, ALM, Embedded Value, Reinsurance, Actuaries, Economic Capital
Education
Ball State University 1993 — 1997
BS, Actuarial Science
OMNI Consulting Solutions, LLC January 2012 - Present
United States Air Force October 2011 - August 2015
MCR Federal December 2010 - October 2011
Pacific Life July 2002 - December 2010
Skills
Air Force, DoD, Military, Microsoft Excel, Contract Management, Business Analysis, Management, Microsoft Office, Microsoft Word, Cost Benefit, New Business Development, Program Management, Customer Service, Analysis, Process Improvement, Account Management
Education
Boise State University 2014 — 2016
Master of Business Administration (M.B.A.)
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2002
B.A., Finance
Pacific Life July 2014 - Present
Rushmore Loan Management Services September 2013 - July 2014
Carrington Mortgage Holdings August 2010 - November 2012
WaterMark Capital Inc. January 2006 - August 2010
Homefield Financial July 2004 - December 2005
GMAC September 2001 - March 2004
eBuilt February 2000 - April 2001
Cendant July 1998 - January 2000
SBC January 1995 - June 1998
Skills
SDLC, Project Management, Web Services, MS Project, Applications Software..., Web Development, Risk Management, Infrastructure..., Data Integration, Vendor Management, Program Management, Great Plains Software, JIRA, MPLS, Site Relocation, SAS70, Cost Benefit, Budget Reconciliation, RFP, SOW, Use Case Diagrams, Residential Mortgages, Rental Management, Software Development, Enterprise Software, Leadership, Microsoft Project, Visio, Change Management, CRM, PMO, Management, Business Analysis, Process Improvement, Integration
Education
California Polytechnic State University-San Luis Obispo 1992 — 1994
MS, Engineering Management
California Polytechnic State University-San Luis Obispo 1992 — 1994
MBA, Business
California Polytechnic State University-San Luis Obispo 1988 — 1992
BS, Electronic Engineering
Pacific Life August 2013 - Present
BBVA Compass October 2009 - April 2013
Western & Southern Financial Group October 2008 - October 2009
Ziegler 2007 - 2008
Allstate Financial 2004 - 2007
JPMorgan Chase 2000 - 2004
Van Kampen Funds 1997 - 2000
Education
Benedictine University 1999 — 2001
University of Houston, C.T. Bauer College of Business 1990 — 1994
Finance
Pacific Life August 2010 - Present
US Bancorp Investments April 2008 - October 2009
Securities America 2002 - 2008
Ameritrade January 1999 - January 2001
Skills
Customer Service, Series 7, Coaching, Microsoft Excel, Annuities, Asset Allocation, Brainshark, Business Development, Financial Services, Fixed Annuities, Indexed Annuities, IRAs, Life Insurance, Microsoft Office, Microsoft Powerpoint, Mutual Funds, Planning, Relationship Management, Retirement, Retirement Planning, Series 63, Social Security, Training, Variable Annuities, Consultative Selling, Long-Term Care
Education
Bellevue University 2004 — 2005
Masters, Business Administration Finance/Marketing
Buena Vista University 2001 — 2003
Bachelor of Arts, Finance/Banking
Abraham Lincoln
Northpointe Associates 1992 - Present
National Executives in Financial Planning Management 2013 - Present
MetLife Securities May 2011 - August 2012
AgChoice Farm Credit, FCA June 2007 - July 2009
Pacific Life January 1998 - November 2002
Finlay Enterprises April 1979 - January 1991
Skills
Strategic Financial..., Investments, Wealth Management, Risk Management, Financial Analysis, Insurance, Securities, Financial Services, Business Management, Operational Management, Paraplanning, Regional Management, FINRA Series 6, 7, 63, 66, Financial Planning..., State LTC Partnership..., Income Planning, Medicare Planning, Client..., Personal Financial..., Income Protection, Holistic Financial..., Financial Goals
Education
Ball State University
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General Business Management
The American College
Chartered Life Underwriter (CLU)
Ashworth and Empey Financial, LLC August 2012 - Present
CEG Worldwide LLC June 2011 - July 2012
Loring Ward August 2009 - May 2011
Pacific Life April 2008 - April 2009
Loring Ward September 2001 - March 2009
Skills
Asset Allocation, Investment Advisory, Series 7, Mutual Funds, Series 63, Wealth Management, Asset Management, Portfolio Management, Investment Strategies, Retirement Planning, Investments, Financial Advisory, Wealth Management..., Strategic Financial..., Retirement, Alternative Investments, Relationship Management, Public Speaking, Investment Management, Series 24, ETFs, FINRA, Series 65, 401k, Equities, Financial Services, Life Insurance
Education
Brigham Young University 1977 — 1984
B.S., Finance
John Burns Real Estate Consulting May 2014 - Present
Pacific Life October 2011 - March 2014
John Burns Real Estate Consulting July 2010 - October 2011
Bassenian Lagoni Architects January 2004 - July 2010
Skills
Real Estate, Market Research, Residential Homes, Microsoft Office, PowerPoint, Microsoft Excel, Design Research
Education
California State University-Fullerton 2004 — 2007
BA, Theater
Bryn Mawr College 2001 — 2003
Theater and Education
Pacific Life October 2014 - Present
Freelance Camera Operator January 2012 - Present
Athena Day Spa May 2014 - October 2014
Skills
Final Cut Pro, Video Editing, Film Production, Microsoft Office, Film, Photography, Social Media, Video Production, Editing, Microsoft Word, PowerPoint, Animation, Microsoft Excel, Screenwriting, Cinematography, Short Films, Camera, Camera Operating
Education
Academy of Art University 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Motion Pictures and Television
US Best Repairs 2010 - 2013
Pacific Life February 2007 - July 2008
Skills
10 Key Touch, Microsoft Office, Bloomberg Terminal, Microsoft Excel, Cashiering, Cash Management, Accounts Receivable, Securities, Third Party Vendor..., Proficient Typing Skills, Data Entry, Journal Entries, Invoicing, Accounting, Accounts Payable
Education
Brigham Young University 1998 — 2003
Bachelor's degree, Psychology, 3.2
Pinnacle Claims Management, Inc. August 2014 - Present
Pinnacle Claims Management, Inc. March 2014 - August 2014
Pacific Life July 2013 - January 2014
H & S Ventures 2004 - 2013
United States Marine Corps February 2003 - September 2004
United States Marine Corps November 1997 - November 2001
Skills
Executive Protection, Surveillance, Security, SharePoint, Close Protection, Security Management, Protection, Financial Reporting, VBA, Financial Accounting, Tax Accounting, Internal Controls, Internal Audit, Cost Accounting, Bank Reconciliation, Microsoft Excel, US GAAP, Office Management, Office 2010, MS Excel Pivot Tables, Team Management, Administrative Work, Microsoft Office, Windows 7, Office Administration, Disaster Response, First Responder, Threat Management, Threat Analysis
Education
Southern New Hampshire University 2014 — 2015
Masters of Accounting, Accounting and Finance
Arizona State University 2012 — 2013
Bachelor of Arts (BA), cum laude, Liberal Studies/ Concentration in Business Administration, 3.40
Orange Coast College 2002 — 2004
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
ExpenseWire December 2014 - Present
Concur September 2011 - July 2014
Wells Fargo Home Mortgage August 2010 - June 2011
Wells Fargo Home Mortgage March 2003 - August 2010
Pacific Life September 1999 - February 2003
Skills
Sales Management, Business Development, Sales Presentations, Customer Retention, Marketing Strategy, Building Relationships, Strategic Planning, Enterprise Software, Business Strategy, Outside Sales, Software Solution Sales, Strategic Account..., IT Sales, Team Mentoring, Salesforce.com, Account Management, Sales Execution, Sales Effectiveness, Banking, Loans, Mortgage Lending, Cold Calling, Sales, Sales Process, Solution Selling, SaaS, Direct Sales
Education
California State University-Long Beach 1997 — 1999
Business Finance
California Baptist University 1996 — 1997
Business Administration and Management, General
Marina high School, Huntington Beach, CA 1992 — 1996
Warren Wealth Associates January 2014 - Present
Life Time Fitness February 2011 - December 2012
Pacific Life May 2006 - June 2010
Pacific Life September 2001 - May 2006
Morgan Stanley June 2000 - September 2001
Skills
Fixed Annuities, Series 63, Strategic Financial..., Retirement, Mutual Funds, Series 7, Retirement Planning, Life Insurance, 401k, Series 6, Securities, Investments, Long-term Care, Outside Sales, Variable Annuities, Territory Development, Sales Management, Insurance, Wealth Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2005
MBA, Business
Arizona State University 2002 — 2004
Bachelor of Science, Economics
University of Delaware 2000 — 2002
Bachelor of Arts, Business
Sutter Health February 2012 - Present
Pacific Life 2008 - 2011
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Strategic Planning, Event Planning, Administrative..., Budgets, Team Building, Project Management, Negotiation, Office Management, Business Strategy, Research, Event Management, Public Speaking, Data Entry, New Business Development
Education
Brigham Young University - Hawaii 2000 — 2008
Bachelor of Arts (B.A.), Music Performance, General
Unitarian Universalist Association 2000 - Present
big box January 1998 - Present
Unitarian Universalist Association September 1982 - June 2002
The Hartford 1974 - 1983
Beneficial Standerd Life 1971 - 1973
Pacific Life 1967 - 1971
GE 1964 - 1967
Carrier Corporation 1962 - 1964
Skills
helping people blossom...
Education
University of Hartford 1964 — 1967
Masters of Organizational Behavior (almost), (six hours, two courses short), B+
Syracuse University 1964 — 1967
Bachelor of Arts (B.A.), Applied Psychology, Dean's List
Andover Newton Theological School 1980 — 1983
Master of Divinity (M.Div.), natural religion, Dean's List
Pacific Life January 2013 - Present
Mercury Insurance October 2005 - January 2013
Mercury Insurance June 2011 - May 2012
Mercury Insurance 2006 - June 2011
Skills
Business Intelligence, SQL, Analysis, SQL Server, Databases, Data Warehousing, Microstrategy, Informatica, Netezza, ETL, PL/SQL, SDLC, Business Objects Data..., Crystal Reports, Microsoft SQL Server, Visio, Access, Data Integration, Business Objects, Data Warehouse..., Data Modeling, SSRS, DB2, Dimensional Modeling, OLAP, Business Intelligence..., SSIS, Dashboard, Database Design, Erwin, Requirements Gathering
Education
California State Polytechnic University-Pomona 2003 — 2006
Bachelor of Science, Computer Information Systems
Guantes Ibarra June 2010 - Present
Pacific Life 2007 - 2009
Skills
Event Planning, Sports Management, Sports Marketing, Sales, Baseball, Team Building
Education
Azusa Pacific University 2009 — 2010
Business, Accounting
Pacific Life November 2007 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Editing, Writing, Blogging, Microsoft Publisher, Office Administration
Education
Bellevue University 2004 — 2005
Bachelor of Science (BS), Management
University of Nebraska at Omaha 2002 — 2004
Biology/Pre-Optometry
Omaha North High School 1995 — 1999
High School Diploma
Deutsche Bank February 2014 - Present
Pacific Life October 2012 - March 2013
Bank of America April 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Corporate Finance, Customer Service, Staff Supervision, Cantonese, Sales, Event Planning, Training, Access, Data Analysis, Banking, Financial Modeling
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business Administration - Finance
Self Employed January 2013 - Present
Melby, Cameron & Anderson June 2014 - December 2014
Arizona Osteopathic Medical Association January 2014 - March 2014
Arizona Association of Counties September 2010 - January 2013
Arizona Association of Counties November 2009 - September 2010
Mollen Immunization Clinics August 2009 - November 2009
Robert Half International February 2007 - October 2008
Pacific Life March 2006 - February 2007
AutoNation October 2005 - February 2006
Gierke, Curwen, Metzler & Erie, P.S. May 2003 - August 2004
Skills
Content Writing, Research, Event Planning, Non-profits, Recruiting, Analysis, Government, Public Speaking, Strategic Planning, Project Management, Budgets, Department Budgeting, Program Budgeting, Human Resources, HR Policies, Non-profit Program..., Non-profit Volunteer, Non-profit Boards, Strategic Communications, Crisis Communications, Public Relations, Adult Education, Project Planning, Community Outreach, Team Building, Management, Editing, Coaching, Training, Negotiation, Fundraising, Event Management, Policy Analysis, Media Relations, Leadership Development, Social Media Marketing, Social Networking, Politics, Local Government, Grants, Policy Development, Nonprofits, Policy
Education
Arizona State University 2012 — 2014
M.A., Applied Ethics
Bar-Ilan University 2005 — 2005
None
Whittier Law School 2004 — 2005
None
University of Idaho 1999 — 2003
B.S.
Messner and Smith December 2011 - Present
Value Electric & Communications, Inc May 2000 - Present
LPL December 2009 - June 2011
LPL Financial December 2009 - June 2011
First Allied Securities April 2007 - October 2008
Pacific Life June 2004 - April 2007
WS Griffith Securities April 1998 - May 2004
Skills
Investments, Financial Services, Portfolio Management, Leadership, Financial Advisory, Management, Multi-Property...
Education
Auburn University 1977 — 1981
BA, French w/business minor
Saybrus Partners April 2013 - Present
The Hartford February 2012 - April 2013
Pacific Life Insurance July 2009 - February 2012
Pacific Life October 1999 - January 2009
Skills
Referral Forrest..., Sequoia Certified..., Fusion Presentation..., Presentation Coaching, Training, Investments, Series 6, Fixed Annuities, 401k, Alternative Investments, Financial Advisory, Financial Services, Insurance, Life Insurance, Marketing, Mutual Funds, Relationship Management, Retirement, Sales, Securities, Series 63, Series 7, Wealth Management, IRAs, Retirement Planning, Long-term Care, Term Life Insurance, Variable Annuities, Series 65, Asset Allocation, FINRA
Education
Biola University 2005 — 2007
BA, Business Administration / Organizational Leadership
Diamond Bar High School 1984 — 1987
Diploma, General Studies
Seagate Technology June 2014 - Present
Pacific Life July 2013 - May 2014
First American Financial Corporation November 2012 - July 2013
Capital Group May 2011 - November 2012
Farmers Insurance July 2010 - April 2011
Amgen March 2009 - July 2010
Safeco Insurance September 2008 - February 2009
Franklin Templeton Investments November 2007 - August 2008
Washington Mutual, Inc. March 2007 - October 2007
Bank of America May 2005 - February 2007
Skills
Informatica, ETL, Data Warehousing, Teradata, OBIEE, Data Modeling, Data Integration, Data Warehouse..., Business Intelligence, Oracle, Hadoop, Apache Hive, Apache Pig, HBase, Cloudera Impala, Oozie, NoSQL, Flume, Sqoop, Erwin, Dimensional Modeling, Oracle 8i-11g, DB2 UDB, Business Objects, Microsoft SQL Server, Hive
Education
Periyar University 2000 — 2003
MCA, Computers
Nagarjuna University 1997 — 2000
Bsc, Electronics
Leadership Resource Group 2002 - Present
Lee Hecht Harrison 2002 - Present
Pacific Life 1999 - 2002
Maritz Performance Improvement Company 1996 - 1999
City of Phoenix 1992 - 1996
Skills
Executive Coaching, Performance Management, Instructional Design, Coaching, Team Building, Organizational..., Curriculum Design, 360 Feedback, Executive Development, Culture Change, Leadership Development, Workshop Facilitation, Management, Start-ups, Human Resources, Leadership, Training, Career Development, Strategy, Consulting, Career Counseling, Entrepreneurship, Strategic Planning, Management Development, Career Management, Organizational..., Emotional Intelligence, Talent Management, Program Management, Personal Development, Organizational Design
Education
University of Santa Monica 2001 — 2003
MA, Psychology
Arizona State University 1993 — 1996
MEd, Instructional Technology
The Ohio State University 1987 — 1991
BA, Psychology and Marketing
Pacific Life June 2014 - Present
Natalie Hugins Research Consulting 2013 - 2014
Targus Group International, Inc. 2011 - 2013
Targus 2006 - 2011
Quantum 2002 - 2005
ViewSonic Corporation 2000 - 2002
ViewSonic Corporation 1998 - 2000
ViewSonic Corporation 1996 - 1998
Ryder Transportation Services 1995 - 1996
The Vons Companies, Inc. 1984 - 1995
Skills
Product Launch, Strategy, Competitive Analysis, Strategic Planning, Product Management, Market Research, Lead Generation, Quantitative Research, Integrated Marketing, Cross-functional Team..., Product Marketing, Email Marketing, Return on Investment, Positioning, Qualitative Research, Strategic Partnerships, Multi-channel Marketing, Management, Channel Partners, Go-to-market Strategy, Segmentation, Demand Generation, Sales, Customer Insight, Product Development, Forecasting, Market Planning, Online Research, Research Design, Marketing Strategy, Marketing Communications, Marketing, Market Analysis, B2B, Pricing, Brand Management, Trade Shows, Marketing Management, Competitive Intelligence, Direct Marketing, Analytics, Marketing Research, Consumer Electronics, B2B Marketing, Consumer Insight, P&L Management, Global Marketing, Brand Development, Consumer Products, Consumer Behaviour
Education
California State Polytechnic University-Pomona 1994 — 1998
MBA, Business Administration with a concentration in Marketing
California State University-Fullerton 1985 — 1989
BA, Communications
Pacific Life June 2015 - Present
InMoment March 2014 - October 2014
InsideSales.com May 2013 - March 2014
Brigham Young University April 2012 - April 2013
Skills
Testing, Quality Assurance, Microsoft Office, Data Analysis, Test Planning, Java, C++, Teaching, Matlab, Regression Testing, Research, LaTeX, Linear Regression, R, WRDS, Selenium Testing, Automated Software..., Microsoft Excel, Regression Analysis, Variable Annuities, Monte Carlo Simulation, Risk Management, Stochastic Calculus, Hedging, Equity Derivatives, Visual Basic
Education
University of California, Los Angeles 2014 — 2015
Master of Financial Engineering, Financial Engineering
Brigham Young University 2010 — 2013
Bachelor of Science (B.S.), Mathematics
Southern Utah University 2007 — 2008
na, communications
Deutsche Bank October 2013 - Present
Pacific Life September 2012 - September 2013
Wells Fargo April 2011 - April 2012
Skills
Exel, PowerPoint, Microsoft Excel, Business Strategy, Financial Analysis, Customer Service, Employee Relations, Derivatives, Investments
Education
California State Polytechnic University-Pomona 2010 — 2012
bachelor degree, Finance
Orange Coast College 2007 — 2010
Associates Degree, Business
servite
QTC Management/ Lockheed Martin Company July 2015 - Present
University of Redlands March 2012 - Present
Transition January 2015 - July 2015
AgilePath Corporation March 2012 - December 2014
UC Irvine April 2011 - April 2012
S & C Marketing, L.L.C. April 2009 - April 2011
Los Angeles County Metropolitan Transportation Authority January 2004 - September 2009
Delta Dental October 2000 - December 2003
Pacific Life April 2000 - September 2000
California Power Exchange March 1999 - March 2000
Skills
ERP, Program Management, Strategic Planning, SDLC, Disaster Recovery, PMP, Process Improvement, Budgeting, Data Warehousing, Change Management, Integration, Customer Relations, Application Development, MS Project, Business Intelligence, Software Development, Mentoring, Team Leadership, Administration, Continuous Improvement, Budgets, System Administration, CRM, Customer Service, Software Documentation, Cloud Computing, Project Management, Project Portfolio..., Leadership, Vendor Management, Start-ups, Management, Visio, Business Process..., Databases, Strategy, Management Consulting, Enterprise Software, Quality Assurance, Project Planning, Governance, Risk Management, Data Center, Business Analysis, Training, Consulting, Outsourcing, PMO, Requirements Analysis, Software Project...
Education
California State Polytechnic University-Pomona
Bachelor of Science, Business Administration
West Coast University
Master of Science, Computer Science, 3.7 GPA
Pacific Life July 2006 - Present
Education
Providence College 1997 — 2001
BS, Finance
California Lutheran University
Master of Business Administration (MBA) Candidate, Financial Planning
University of California, Irvine 2008 — 2010
Personal Financial Planning
Pacific Life July 2007 - March 2011
Roxbury Capital Management December 1999 - March 2006
Capital Group August 1997 - August 1999
Wilshire Associates June 1995 - August 1997
Skills
Portfolio Management, Strategy, Mutual Funds, Fixed Income, Financial Services, Asset Allocation, Leadership, Relationship Management, Trading, Presentations, Long-term Customer..., Alternative Investments, Due Diligence, Series 63, Investment Strategies, Securities, Insurance, Series 6, Investments, Strategic Planning, Business Strategy, Cross-functional Team..., Investment Management, Asset Management, Equities, Management, Product Development, Competitive Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2007
MBA
California Polytechnic State University-San Luis Obispo 1989 — 1995
BS, Business Administration (Finance)
NYC Human Resources Administration October 2015 - Present
Los Angeles Community College District August 2014 - May 2015
EXPRESS July 2010 - March 2015
Gander Mountain March 2011 - November 2011
Gander Mountain December 2009 - March 2011
Pacific Life November 2007 - September 2009
Wells Fargo October 2006 - October 2007
Gander Mountain July 1998 - October 2006
Skills
Visual Merchandising, Microsoft Excel, Microsoft Office, Oracle Retail, Highly detail oriented, Analytical Skills, Retail Math, Oral & Written..., Self Management, FrontRange HEAT, JDA, Customer Service, Team Leadership, Federal & State..., New Store Openings, Store Operations, Retail, Sales, Merchandising, PowerPoint, Store Management, Training, Microsoft Word, Management
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
B.B.A. in Management (Operations)
Los Angeles City College 2013 — 2014
Business Administration and Management, General
The University of North Dakota 2002 — 2003
Business Administration and Management, General
Bemidji State University 2000 — 2002
Business Administration and Management, General
Towers Watson September 1975 - December 2009
Piano Teacher January 2005 - December 2007
Pacific Life January 1973 - September 1975
Skills
Copy Editing, Published Author, Copywriting, Piano, Teaching, Publishing, Technical Writing, Editing, Research, Blogging, Public Speaking, Facebook, Proofreading, Social Media, Writing, Nonprofits, Publications, Social Networking, Editorial, WordPress, Public Relations, Interviews, Web Content, Creative Writing, Ghostwriting, Freelance Writing, Feature Articles, Newsletters, Social Media Marketing, Content Writing, Content Development, Marketing Communications
Education
Brigham Young University 1967 — 1972
Bachelor of Science, Major in Mathematics; Minors in Physics and French
NorthStar Financial Services Group, LLC November 2014 - Present
NorthStar Financial Services Group, LLC-Gemini Fund Services September 2010 - November 2014
Pacific Life February 2010 - June 2010
Securities America, Inc. Member FINRA/SIPC January 2004 - September 2009
The Window Pro's June 2000 - July 2003
Skills
Series 63, Retirement, FINRA, Variable Annuities, Finance, Personal Finance, Wealth Management, Securities, Series 7, Mutual Funds, Strategic Financial...
Education
Bellevue University
Bachelor of Arts (B.A.), Business Administration and Management, General
Edison Community College
Finance
Metropolitan Community College
Transamerica November 2011 - Present
Pacific Life August 2008 - November 2009
Nationwide Insurance August 2003 - August 2008
Pacific Life April 2003 - August 2004
Guardian Life Insurance August 2000 - March 2003
American Funds December 1993 - March 1998
Education
Butler University 1988 — 1992
Bachelor of Science degree, College of Business Administration, Finance and Economics
Pepco Holdings, Inc. August 2013 - Present
Pacific Life January 2011 - July 2013
Skills
Analysis, Risk Management, Litigation, Business Process..., Due Diligence, Process Improvement, Access, Visio, Financial Analysis, Sarbanes-Oxley Act, Legal Research, Software Documentation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Stanford University 2013 — 2014
Certificate, Energy Innovation and Emerging Markets
University of Massachusetts Lowell 2010 — 2011
Legal Assistant/Paralegal
Ateneo de Manila University 2001 — 2005
Bachelor of Science (B.S.), Business Management major in Legal Management
TIM Group (Global) April 2014 - Present
Santander / Sovereign Bank April 2013 - April 2014
Pacific Life May 2011 - August 2011
Parsons June 2010 - October 2010
Skills
R, Quantitative Finance, C++, VBA, Trading, SAS, Java, Matlab, Actuarial Science, Machine Learning, SQL, Markov Chain Monte Carlo, Statistical Modeling, Ubuntu, Credit Cards, Visual C#
Education
Boston University
Master of Science (MS), Mathematical Finance
California State University-Fullerton
Bachelor of Arts (BA), Mathematics & Finance
LinkedIn May 2015 - Present
lynda.com June 2011 - May 2015
Johnson & Johnson May 2010 - February 2011
John Hancock January 2006 - March 2009
Pacific Life July 2003 - December 2005
Skills
Salesforce.com, Account Management, Sales, Business Development, Sales Management, SaaS, New Business Development, Marketing, Sales Process, Training, Strategic Planning, Customer Service, Leadership, Lead Generation, Cold Calling, Marketing Strategy, Solution Selling, E-Learning, Strategic Partnerships, Management, Direct Sales, Sales Operations, Selling, Email Marketing, Social Networking, Product Marketing, CRM, Team Leadership, Strategy, Competitive Analysis, Recruiting, B2B, Online Marketing, Sales Presentations, Online Advertising, Start-ups
Education
Boston University 1999 — 2003
BA, International Relations
Laguna Hills High School
Pacific Life September 2014 - Present
Pacific Life December 2011 - September 2014
Omaha Steaks May 2007 - December 2011
Skills
Customer Service, Mutual Funds, Finance
Education
Bellevue University 2010 — 2011
Bachelors, Business
Calvary Chapel Pacific Hills 2011 - Present
Automobile Club of Southern California March 2009 - Present
Self-employed June 2007 - Present
Calvary Paarl August 2007 - December 2008
Pacific Life August 2005 - August 2007
Education
New Hope Christian College 2002 — 2003
Western Oregon University 2000 — 2001
Kareo April 2014 - Present
Pacific Life August 2013 - April 2014
Orange County’s Credit Union May 2011 - February 2014
Corinthian Colleges, Inc December 2009 - April 2011
Pelican Hill (Irvine Company) October 2007 - December 2009
CSAA (AAA) Insurance/Western United Insurance March 2005 - October 2007
Skills
Human Resources, Organizational..., Employee Relations, Leadership, Performance Management, Change Management, Leadership Development, Coaching, Career Development, Performance Tuning, Training, Interviews, Instructional Design, Employee Training, Workshop Facilitation, Training Delivery, Onboarding, E-Learning, New Hire Orientations, Instructor-led Training, Learning Management
Education
Brandman University, Part of the Chapman University System 2012 — 2014
Master of Business Administration (MBA)
Brandman University, Part of the Chapman University System 2012 — 2014
Graduate Certificate, Organizational Leadership
Chapman University 2009 — 2011
B.A., Organizational Leadership
Currently Open to New Opportunities April 2015 - Present
Commonwealth of Massachusetts June 2013 - March 2015
Internal Revenue Service January 2013 - June 2013
John Hancock Life Insurance Company (U.S.A.) February 2008 - April 2009
Pacific Life March 2001 - January 2008
Skills
Retirement Planning, Communication, Building Relationships, Presentations, Relationship Management, Consultative Sales..., Financial Services
Education
Suffolk University Law School 1996 — 1999
JD, Law
Boston College 1990 — 1992
BA, Political Science
Providence College 1987 — 1989
Political Science
Haven Wealth Group January 2015 - Present
New York Life November 2007 - December 2014
BNI 2009 - 2014
FACES 2008 - 2010
ECS (Executive Compensation Solutions) July 2005 - September 2007
Pacific Life 2002 - 2005
Kellogg West Conf. Center & Lodge 1998 - 2002
Skills
Strategic Financial..., Retirement Planning, Investments, Life Insurance, Employee Benefits, Portfolio Management, Insurance, Fixed Annuities, Disability Insurance, Estate Planning, Public Speaking, 401k, Analysis, Asset Allocation, Finance, Financial Advisory, Financial Planners, Financial Services, Health Insurance, IRAs, Investment Advisory, Long-term Care, Mutual Funds, Retirement, Sales, Securities, Series 7, Small Business, Term Life Insurance, Wealth, Wealth Management, Series 63, Long Term Care Insurance, Financial Planning
Education
California State Polytechnic University-Pomona 1995 — 2001
Diamond Bar High School 1991 — 1995
Pacific Life April 2015 - Present
Pacific Life October 2013 - April 2015
Pacific Life Insurance Company September 2004 - October 2013
FINRA July 1998 - January 2012
H. Beck, Inc. 2001 - 2004
Morrison & Foerster 2000 - 2001
Solomon Pearl Blum & Quinn 1998 - 2000
Funds Distributor May 1996 - 1998
U.S. Securities and Exchange Commission June 1995 - August 1995
Financial Industry Regulatory Authority (f/k/a NASD Regulation) 1990 - 1993
Skills
Corporate Governance, Securities Arbitration, Securities, Compliance, Arbitration, Due Diligence, Portfolio Management, Insurance, Mutual Funds, Financial Services, Civil Litigation, SEC, Series 7
Education
Hofstra University School of Law 1993 — 1996
JD, Securities Law
State University of New York at Binghamton 1986 — 1990
BA, Economics
Pacific Life May 2015 - Present
Pacific Life April 2014 - May 2015
Pacific Life September 2011 - March 2014
Pacific Life May 2011 - September 2011
Nippon Antenna America Inc. 2008 - 2009
Skills
Actuarial Science, Cash Flow Reporting, IUL Hedge, ALM, Economic Capital, Insurance, Financial Risk, Actuaries, Risk Management, Valuation
Education
Ball State University 2009 — 2011
Master of Arts, Actuarial Science
University of California, San Diego 2004 — 2008
Bachelor of Arts, Applied Mathematics
Fannie Mae June 2014 - Present
Bank of America December 2010 - December 2013
Bank of America / Countrywide Financial July 2005 - March 2009
DLC July 2004 - July 2005
AIG SunAmerica Retirement Markets August 2003 - July 2004
Pacific Life February 2000 - August 2003
Skills
Loan Portfolio Analysis, Mortgage Banking, Data Mining, SEC Financial Reporting, Project Management, Financial Modeling, SQL, Excel Certified Expert..., Mutual Funds, Variable Annuities, Data Analysis, Loan Modifications, Financial Accounting
Education
Boston College
Master of Science (MS), Finance
Purdue University
Lincoln Financial Group October 2013 - Present
Lincoln Financial Group September 2012 - Present
Suicide Prevention Advocate July 2003 - Present
Bellevue University September 2008 - June 2013
Pacific Life October 2004 - September 2012
American Foundation for Suicide Prevention 2005 - 2011
Skills
Leadership, Leadership Development, Organizational..., Coaching, Human Resources, Public Speaking, Team Building, Staff Development, Recruiting, Process Improvement, Employee Relations, Customer Service, Training, Management, Strategy, Change Management, Performance Management, Insurance, Microsoft Excel, Outlook, Analysis, Nonprofits, Workshop Facilitation, Research, Data Analysis, Succession Planning, Program Management, Psychology, Talent Management, Vendor Management, Project Management, Higher Education, Team Leadership, Social Networking, Instructional Design, PowerPoint, Employee Engagement, Management Consulting, Conflict Resolution, Budgets, New Business Development, Project Planning, Marketing, Strategic Planning, Event Planning, Sales, Employee Benefits, System Administration, Interviews, Fundraising
Education
Capella University 2008 — 2013
Master's degree, Industrial/Organizational Psychology
Bellevue University
Master, Arts in Leadership
Bellevue University
B.S, Computer Information Systems in Business
Socialnet Architecks January 2012 - Present
SmallbizPrivacy June 2004 - Present
Peregrine Systems March 1998 - November 2002
Pacific Life January 1996 - January 1998
Gensler January 1985 - January 1998
Walt Disney Imagineering January 1993 - June 1994
Skills
Security, SaaS, Cloud Computing, Strategic Partnerships, Management, IT Management, Strategy, Risk Management, Mobile Applications, Enterprise Software, Product Marketing, Solution Selling, Professional Services, Lead Generation, E-commerce, Privacy Law, Project Management, Google Adwords..., Hootsuite, Website Development, Office 365, SharePoint Designer, Property Management, Visual Studio, Go-to-market Strategy, Demand Generation, Marketing Strategy, Social Media Marketing, Mobile Enterprise, Mobile Computing, AutoCAD, Project Managment, Blender 3D Modeling, Software & Hardware..., Mobile Devices, User Experience, Start-ups, CRM, Entrepreneurship, Business Development, Online Marketing, Executive Management, Training, Online Advertising, Digital Marketing, Product Management, B2B, Consulting, Analytics, Business Strategy
Education
Biola University
Howard University
Northern Virginia Community College
Pacific Life November 2007 - Present
Evolving Solutions, Inc. 2006 - 2007
TD Ameritrade 2003 - 2007
Skills
Series 7, Series 63, Fixed Annuities, Indexed Annuities, Variable Annuities, Mutual Funds, Consultative Sales, Retirement Planning, Project Management, Coaching, Annuities, Asset Allocation, Brainshark, GoToMeeting, Financial Services, Instructor-led Training, iPad, IRAs, Long-Term Care, Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Public Speaking, Relationship Management, Social Security, Strategic Planning, Training, Webinars
Education
Bellevue University
Early Childhood Education and Teaching
University of Central Missouri
Design and Applied Arts
Pacific Life December 2013 - Present
Burc Electronics Inc. June 2013 - December 2013
Kelley Blue Book December 2012 - May 2013
Microsoft January 2009 - January 2010
3 Seas Capital Partners June 2007 - January 2009
Siemens PSE-TR June 2006 - June 2007
Bilkent University September 2005 - June 2007
Siemens PSE-TR 2006 - 2007
Skills
QlikView Development, QlikView, Business Intelligence, CRM, Analysis, Data Analysis, Online Marketing, Business Analysis, Project Management, Market Research, Digital Marketing, Social Media Marketing, SQL, Product Marketing, Access, Data Warehousing, SEO, Project Planning, Data Mining, Marketing Management, Microsoft Excel, Marketing, Competitive Analysis, Online Advertising, Brand Development, Strategic Consulting, Data Management, Database Management, Services Marketing, Client Prospecting, MBA, Integrated Marketing, Ad Analytics, Forecasting Analytics, MS Project, Visio, Vlookup, MS Excel Pivot Tables, Database Queries, Reporting & Analysis, Statistical Data..., Statistical Reporting, ROI Optimization, ROI Strategies, SharePoint, Requirements Analysis, Business Process..., Web Analytics, Business Performance..., Requirements Gathering
Education
California State University-Fullerton 2009 — 2012
MBA, Master of Business Administration in Marketing
Bilkent University 2004 — 2008
Bsc., Computer Technology & Information Systems
Istanbul (Erkek) Lisesi - Deutsche Abteilung 1999 — 2004
High School, Science & Maths
Pacific Life September 2011 - Present
American Century Investments November 2001 - September 2010
American Century Investments July 1996 - October 2001
Wells Fargo Bank January 1995 - June 1996
First Interstate Bank (acquired by Wells Fargo) January 1991 - December 1994
Skills
Fixed Income, Capital Markets, Credit Analysis, Portfolio Management, Fixed Income Trading, High Yield, Basic Materials, Capital Goods, Industrials, Chemicals, Forest Products, Gaming, Metals, Bloomberg, Industrial Sector, Investments, Equities, Trading, Mutual Funds, Investment Management, Bonds, Investment Strategies, Asset Management, Securities
Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration, Finance Concentration
OptumRx March 2015 - Present
OptumRx December 2011 - March 2015
OptumRx March 2009 - December 2011
OptumRx January 2007 - March 2009
Orange County's Credit Union July 2006 - October 2006
UnitedHealth Care/PacifiCare Health Systems October 2005 - May 2006
Pacific Life November 2001 - October 2005
Skills
Training & Development, Training Delivery, Virtual Teams, Customer Service, Mentoring, Leadership Development, Team Leadership, Team Building, PowerPoint, WebEx, Presentation Coaching, Excel, SharePoint, Management, Training, Leadership, Employee Training, Time Management, Onboarding, Employee Benefits, Cross-functional Team..., Call Centers, Healthcare, Organizational..., Performance Management, Needs Analysis, Workshop Facilitation, Instructional Design, Microsoft Excel, Coaching, Program Management, Employee Engagement, Project Management
Education
California Lutheran University 1990 — 1994
BA, Communication Arts
Tarrant County, Information Technology Department April 2015 - September 2015
Pacific Life July 2013 - June 2014
Pacific Life October 2000 - June 2013
Pacific Life October 1999 - September 2000
Pacific Life May 1995 - September 1999
Skills
Leadership Development, Cross-functional Team..., Organizational..., Strategic Thinking, Supervisory Management, Business Requirements..., Business Analysis, Project Portfolio..., SDLC, Budget Management
Education
Arizona State University
Bachelor's Degree, Business Administration with emphasis in Management
University of Salamanca, Salamanca, Spain
Center for Creative Leadership
Leadership Development Program
American Management Association
Managing Today's IT and Technical Professionals
Pacific Life May 2014 - Present
Volt Information Sciences December 2000 - March 2014
iXL April 1998 - November 2000
KCAL-TV September 1995 - April 1998
The Walt Disney Company May 1985 - September 1995
Skills
Six Sigma, Process Improvement, Business Process..., Financial Reporting, Program Management, Sourcing, Accounting, Forecasting, Training, Leadership, Analysis, Budgets, Strategy, Management, Human Resources, Analytics, Vendor Management
Education
Brigham Young University 1982 — 1985
BS, Accounting
Pacific Life June 2015 - Present
McCallie Associates, Inc. August 2014 - June 2015
Infogroup May 2014 - August 2014
McCallie Associates, Inc. March 2013 - May 2014
McCallie Associates, Inc. July 2006 - March 2013
United States Air Force July 1984 - October 2006
Skills
Unix Operating Systems, Solaris, Unix, Oracle, Security, RHEL, Servers, Veritas Volume Manager, DoD, System Administration, ZFS, Computer Security, VMware, Security+, DNS, Unix Shell Scripting, Network Administration, Virtualization, Red Hat Linux, CompTIA Security+
Education
Bellevue University 2013 — 2015
Masters of Science, Cybersecurity
Bellevue University 2006 — 2015
Bachelor of Applied Science (B.A.Sc.) and Master of science in Cybersecurity, Network and System Administration/Administrator and Cybersecurity
Bellevue University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Information Technology
Pacific Life May 2013 - Present
Pacific Life September 2011 - May 2013
Nicole Denise Worcester Designs October 2004 - March 2012
Health Strategies Group April 2011 - September 2011
Ginger's Island Swim and Resort Apparel Company March 2011 - September 2011
Islands, Carmel August 2006 - December 2010
Ginger's Island August 2004 - August 2006
Skills
Salesforce.com, Direct Marketing, Marketing Strategy, Marketingpilot, Ontrac, Compass, Uploading to websites, Marketing, Websites, Market Research, Marketing Communications, Customer Service, Email Marketing, Social Media Marketing, Marketing Research, Market Planning, Advertising, Leadership, Trade Shows, Brand Development, Account Management
Education
Brandman University, Part of the Chapman University System 2012 — 2014
Master of Business Administration (M.B.A.), Marketing, 3.89 GPA
California State University-San Marcos - College of Business Administration 2006 — 2011
BS, Marketing
Matthews Asia August 2015 - Present
Pacific Life September 2013 - August 2015
Corinthian Colleges June 2013 - August 2013
Ascension Health November 2011 - June 2013
TEKsystems 2013 - 2013
Best Buy Geek Squad October 2010 - October 2012
Indianapolis Public Schools September 2009 - October 2011
Tripler Army Medical Center March 2008 - August 2009
Akimeka March 2007 - August 2008
Skills
Customer Service, Healthcare Information..., Windows, Computer Hardware, Microsoft Office, Windows Server, Troubleshooting, Help Desk Support, Active Directory, Program Management, SharePoint, Microsoft Excel, Software Documentation, Software Installation, Microsoft Exchange, Networking, Laptops, Technical Support, System Administration, Databases, Training, Cisco Technologies
Education
Bethel College 2001 — 2006
BS, Computer Information Systems
Bethel College 2001 — 2005
Bachelor of Science, Computer Information Systems
BMS Bankruptcy Management Solutions, Inc. July 2014 - Present
Pacific Life February 2014 - May 2014
MIND Research Institute January 2013 - February 2014
MetLife April 2011 - December 2012
MetLife, Inc May 2007 - April 2011
MetLife September 2005 - May 2007
MetLife September 2004 - September 2005
MetLife January 2000 - August 2004
Skills
Communications Skills..., Thinking Outside The Box, Computer Literacy/..., Requirements Analysis, SDLC, Customer Relations, SaaS, Learning Management, Customer Service, Cross-functional Team..., Vendor Management, Software Documentation, Business Analysis, Leadership, CRM, Access, Visio, Management, Training, Business Process, Quality Assurance, Strategic Planning, Change Management, Process Improvement, Analysis, IT Strategy, Software Project..., PMO, Program Management, Project Management
Education
Anthem Institute-Parsippany 1988 — 2000
Diploma, Computer Programming
Institute Hotelier Cesar Ritz
Diploma, Food and Beverage
Jawaharlal Nehru Vishvavidyalaya
Master of Arts, Sociology
Currently Seeking New Opportunities September 2015 - Present
Pacific Life September 2013 - September 2015
TIME Financial, a Crump Company August 2003 - May 2013
Skills
Relationship Management, Operations Management, Project Management, Life Insurance, Team Building, Marketing Strategy, Sales, Sales Management, Leadership, Marketing, New Business Development, Process Improvement, Business Planning, Training, Business Development, Direct Sales, Salesforce.com, Customer Retention, CRM, Strategy, Risk Management, Sales Process, Management, Sales Operations, Selling, Vendor Management, Sales Presentations
Education
Baker College of Owosso
Pierce College
Ameritas Educational Services February 2014 - February 2015
Corinthian Colleges November 2012 - August 2013
Pacific Life December 2008 - August 2012
Standard Pacific Homes July 2003 - December 2008
The Y&R companies July 2000 - July 2003
Datatec Systems 1997 - 1999
Tropitone Furniture 1995 - 1997
United States Marine Corps August 1988 - June 1992
Skills
Network Operations, Citrix, Change Management, Program Management, Strategic IT Management, IT Operations Management, Enterprise IT..., Data Center, Vendor Management, Contract Negotiation, Continuous Improvement, Windows, ITIL, Cloud Computing, WAN Optimization, Team Leadership, Business Strategy, ITIL v3 Foundation..., Load Balancing, Microsoft Office, Juniper, Cisco Technologies, Alteon, Portfolio Management, Network Intelligence, Virtualization, Netscaler, Nortel, Avaya, VoIP, MPLS, Solarwinds, HP, Dell PowerEdge Servers, F5 BigIP, Business Intelligence, Cloud Computing IaaS, Hybrid Cloud, Aruba Wireless, Riverbed, Wireless Networking, WAN Optimisation, NetApp, Networking, VMware, Disaster Recovery, Enterprise Software, Infrastructure, CRM, Project Management
Education
New Horizon Leadership Institute 2013 — 2013
Project Management
University of Phoenix 2007 — 2010
MBA, Advanced Business Management
University of Phoenix 2005 — 2007
BSB/M, Business Management
DEX Media February 2014 - Present
RED Development December 2009 - Present
DEX Media January 2012 - February 2014
Pacific Life June 2010 - February 2012
Lifetime Financial Group March 2008 - April 2010
Financial Brokerage April 2002 - April 2006
Mutual of Omaha June 2000 - April 2002
TD Ameritrade March 1997 - April 2000
Skills
Management, Inventory Management, Financial Services, Online Advertising, Sales Management, Life Insurance, New Business Development, Salesforce.com, Mobile Advertising, Search Advertising, Event Management, Account Management, Annuity Sales, Options Strategies, Lease Options, Physical Inventory, Sound Design, Warehousing, Stock Trading, Google Adwords, Yahoo Search Marketing, E-commerce SEO, Customer Support, Visual Merchandising, Team Management, Microsoft Office, Sales, Marketing, Advertising, Training, Budgets, Customer Retention, Online Marketing, Sales Presentations, Customer Acquisition, Direct Sales, B2B, Email Marketing, Market Planning, Product Marketing, Social Media Marketing, Digital Marketing, SEM, Social Networking, PPC, Brand Awareness
Education
Bellevue University 1992 — 1995
BS, Business/Managerial Economics
Iowa Western Community College 1989 — 1992
Associate of Arts (AA), Business Administration and Management, General
Option Care September 2015 - Present
Brightstar Corp. March 2013 - Present
Abbott July 2012 - March 2013
Trustmark Insurance January 2000 - March 2012
Trustmark Life Insurance Company July 1997 - January 2000
Cybertek June 1996 - July 1997
Trustmark Life Insurance Company May 1992 - June 1997
Pacific Life May 1987 - August 1990
Skills
Vendor Relations, Business Analysis, Team Building, Contract Negotiation, Accountability, Software Project..., Project Portfolio..., Communication Written, Group Presentations, Technical Presentations, Team Management, Document Management, Oral Communications, EFT, IT Governance, Project Management, Electronic Funds..., Governance, Software Documentation, MS Project, Cross-functional Team..., Microsoft Project, Process Improvement, Management, Vendor Management, Leadership, Integration, Enterprise Software
Education
Lake Forest Graduate School of Management 2008 — 2013
MBA, Business, 3.63
Barat College of DePaul University 1982 — 1986
BS, Mathematics/Business
Pacific Life October 2013 - Present
Armanino LLP January 2012 - October 2013
Berger Kahn September 2009 - December 2011
Professional Financial Services (PFS) July 2008 - September 2008
Education
Cal Poly San Luis Obispo 2005 — 2009
Bachelor's degree, Business Administration
Pacific Life October 2014 - Present
Milliman March 2006 - October 2014
Microsoft June 2000 - March 2006
Datek Online May 1999 - June 2000
Skills
Data Analysis, Statistics, C++, C#, Software Development, SQL, Data Mining, Business Intelligence, Quantitative Finance, Actuarial Science, Financial Modeling, Interest Rate..., Probability, Fixed Income, Cloud Computing, Distributed Systems, Microsoft SQL Server, VBA, Agile Methodologies, Risk Management, Java, C
Education
Beijing University of Post and Telecommunications
Master's Degree, Computer Science and Engineering
Xi'an Jiaotong University
Bachelor's Degree, Computer Science
Graybar Electric November 2012 - Present
ulla bulla.tea house August 2010 - Present
HomeSmart Realty December 2005 - Present
Pacific Life September 2008 - January 2010
CENTURY 21 Arizona Foothills January 2006 - March 2007
Skills
Customer Service, Negotiation, REO, HUD, Short Sales, Space Planning, Residential, Leasing, Project Management, Management, Pharmacy Technicians, Clinical Research, Marketing Management, Sellers, Selling, Buyer Representation, Contract Negotiation, Marketing, Referrals, Investment Properties, Strategic Planning, Small Business, Single Family Homes, First Time Home Buyers, Sales, Residential Homes, Coaching, Listings, Foreclosures, Real Estate, Seniors, SFR, Real Estate Transactions, New Home Sales, Townhomes, Relocation, Space planning, Investors, Property Management, Move Up Buyers, Condos, Buyers, Luxury, Microsoft Office, FHA, Real Property
Education
Arizona State University 2010 — 2012
MS, Clinical Research Management
Bellevue University 2007 — 2009
BS, Health Care Management
Pacific Life MarketingFaviana InternationalFebruary 2003 - April 2008
Education
Ashland University
Pacific Life August 2013 - Present
American Academy of Actuaries 2012 - Present
Northwestern Mutual Life January 1996 - August 2013
American Academy of Actuaries 2009 - 2011
Allstate Financial 1991 - 1996
Ernst & Young 1988 - 1991
Pacific Life 1985 - 1988
Skills
Actuarial Science, Economic Capital, Life Insurance, Insurance, Financial Risk, ALM, Embedded Value, Reinsurance, Fixed Annuities, Retirement, Pensions, Defined Benefit, Regulatory Affairs, Actuarial Consulting, Corporate Tax, Enterprise Risk..., Risk Management, Actuaries, Financial Modeling
Education
Binghamton University 1978 — 1981
b.s., Mathematics
Pacific Life March 2015 - Present
Pacific Life August 2013 - March 2015
Buchanan Street Partners May 2010 - July 2013
Excel Trust, Inc. June 2008 - September 2009
Federal Realty Investment Trust January 2007 - June 2008
Skills
Commercial Real Estate, Portfolio Management, Investment Properties, Acquisitions, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Disposition, Asset Management, Real Estate Transactions, Leases, Real Estate Financing, Real Estate Development, Real Estate Economics
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Real Estate, Finance
Brigham Young University 2001 — 2006
Bachelor's of Science, Biology, Latin American Studies
CalOptima June 2015 - Present
New American Funding May 2015 - June 2015
Banc Home Loans, a division of Banc of California, N.A. August 2014 - May 2015
loanDepot July 2013 - August 2014
Pacific Life March 2013 - June 2013
Skills
Finance, Training, Analysis, Microsoft Excel, Banking, Microsoft Office, Mortgage Lending, Management, Event Planning, Microsoft Word, MERS, Teamwork, PowerPoint, Research, Arabic, Risk Assessment, Life Insurance, Sales, Outlook, Budgets, Customer Service, Social Media, Public Speaking, Data Entry, Team Leadership, Administrative..., Social Networking, Strategic Planning, English, Insurance, Recruiting, Accounting, Facebook, QuickBooks, Event Management, Payroll, Public Relations, PeopleSoft, Accounts Receivable, Process Improvement, Editing, SharePoint, Inventory Management, Financial Analysis, Human Resources, Employee Benefits, Project Management, Loan Servicing, Post Closing, Mortgage Registrations
Education
Santa Ana College 2013 — 2015
Certificate, Human Resources Management/Personnel Administration, General
Santa Ana College 2012 — 2014
International Business / Human Resources / Paralegal Studies / Business Administration, International Business
Ain Shams University 2004 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Quest Diagnostics December 2010 - Present
Sterling National Corp. January 2010 - November 2010
Pacific Life January 2008 - July 2009
Commerce Velocity May 2004 - November 2007
Provantedge Technologies January 2003 - March 2004
Ditech August 2002 - January 2003
Ameriquest Mortgage September 2001 - July 2002
New Century January 1994 - May 2001
Downey Savings and Loan January 1989 - March 1994
Skills
SDLC, Leadership, Management, Business Analysis, Program Management, SharePoint, Software Documentation, Databases, SQL, Integration, Project Planning, Test Planning, Visio, Lotus Notes, Quality Assurance, Troubleshooting, User Acceptance Testing, Business Requirements, Scrum, Business Process..., Project Management, Process Improvement, Analysis, .NET, Mortgage Lending, Agile Methodologies, Vendor Management, SAP, Testing, CRM, Software Project..., Requirements Analysis, Budgets, Requirements Gathering, Training, Business Process
Education
Boston College
Saddleback College
Continuing, Technology
Pacific Life 2014 - Present
Skills
Hedge Funds, Financial Modeling, Investment Management, Alternative Investments, Portfolio Management, Salesforce.com, Financial Analysis, Investments, Investor Relations, Investment Strategies, Due Diligence, Analytics, Microsoft CRM, Management, Marketing Strategy, Email Marketing, Database Marketing, Business Intelligence, Tableau, QlikView Development, Data Analysis, Strategy, Strategic Planning, Leadership
Education
Boston College 2000 — 2003
B.A.
Hunterdon Central 1995 — 1999
Pacific Life July 2014 - Present
Pacific Life July 2009 - Present
Pacific Life 2007 - June 2009
Aviva Life Insurance Company December 2005 - April 2007
Aviva Life Insurance Company July 2001 - December 2005
CGU Life Insurance Company August 2000 - June 2001
Bobby Rahal Honda 1999 - 2000
Education
Azusa Pacific University 2013 — 2014
Master's, Organizational Leadership
Eastern Nazarene college
Bachelor of Science, Social Work
Pacific Life 2009 - 2010
Capital One Auto Finance 2001 - 2009
Lockheed Martin 1999 - 2001
Lockheed Martin 1995 - 1999
Education
California State Polytechnic University-Pomona 1989 — 1991
Sam Houston State University 1987 — 1988
The Institute of Internal Auditors Inc. 2013 - Present
The Golden 1, Credit Union July 2005 - Present
California State Automobile Association (AAA) June 2002 - July 2005
Barclays Global Investors March 2000 - June 2002
Pacific Life March 1997 - March 2000
Weyerhaeuser Realty Investors September 1996 - March 1997
Countrywide Home Loans November 1992 - September 1996
Skills
OFAC, Bank Secrecy Act, Certified Internal..., Investments, Enterprise Risk..., Internal Audit, Risk, SOX, Internal Controls, Risk Assessment, Risk Management, Compliance Audits, IT Audit, Banking, Fraud, Corporate Governance, COSO
Education
California Lutheran University 1992 — 1997
Master of Business Administration (MBA), Business
California Polytechnic State University-San Luis Obispo 1987 — 1992
Bachelor of Business Administration (BBA), Business Administration
Northrop Grumman Corporation May 2014 - Present
US Navy May 2003 - Present
TEKsystems June 2013 - May 2014
Matrix Resources May 2012 - May 2013
Western Asset Management November 2006 - April 2012
Countrywide Bank August 2006 - November 2006
Downey Savings and Loan Association, F.A 2005 - 2006
Toyota Motor Sales January 2003 - October 2004
Move.com August 2000 - January 2003
Pacific Life October 1999 - August 2000
Skills
Testing, Quality Center, Test Planning, Web Applications, Mainframe, Test Cases, SDLC, Quality Assurance, Agile Methodologies, User Acceptance Testing, Regression Testing, Test Management, Test Automation, SQL, Databases, Test Strategy, Integration
Education
American InterContinental University 1999 — 2002
Masters, Information Technology
University of Southern California 1992 — 1995
Bachelors, Political Science
Pacific Life July 1987 - January 2012
Skills
Insurance, Vendor Management, Process Improvement, Business Analysis, Software Project..., Team Building, Program Management, Customer Service, Integration, SharePoint, Management, Visio, Requirements Gathering, Requirements Analysis, Business Requirements, Software Documentation
Education
Antioch University-Los Angeles 1975 — 1977
Counseling Psychology, Graduate Studies/clinical practice
Central Connecticut State University 1965 — 1969
Bachelor's degree, English Language and Literature/Letters
Pacific Life May 2015 - Present
NCR Corporation November 2014 - May 2015
Carter's OshKosh B'gosh September 2012 - November 2014
United Airlines June 2003 - September 2012
W W Grainger 1997 - 2003
Skills
Airlines, Hyperion Enterprise, Program Management, Competitive Analysis, Process Improvement, Change Management, Data Modeling, Airports, Oracle Applications, Business Process..., SDLC, Business Process, Business Analysis, Vendor Management, Business Intelligence, Integration, Hyperion, Requirements Analysis, IT Strategy, Oracle, Software Project...
Education
Bharathiar University 1989 — 1993
Bachelor of Engineering (B.E.), Computer Science and Engineering
Pacific Life 1998 - Present
Education
University of Michigan 1992 — 1995
BA
California State Polytechnic University-Pomona 2001 — 2003
MBA
Pacific Life January 2014 - Present
Pacific Life 2014 - 2015
MetLife July 2001 - December 2013
AXA Equitable February 1997 - June 2001
Bank of America January 1995 - February 1997
William O'Neil + Co. Inc. March 1992 - December 1994
William O'Neil + Co. Inc. March 1988 - March 1992
Skills
Annuities, Compliance, FINRA, Series 63, Series 7, Series 24, Series 14, Series 4, Series 8, Life Insurance, Mutual Funds, NAIC, Insurance, Series 6, Variable Annuities, Fixed Annuities, Strategic Financial..., Investment Strategies, Financial Advisory, Asset Management, 401k, Alternative Investments, Broker-Dealer, Investments, Relationship Management, Long-term Care, Finance, Disability Insurance, Training, Risk Management, Term Life Insurance, Health Insurance, Management, Securities, Investment Management, Asset Allocation, Uniform Combined State..., Series 65, Investment Advisory, Wealth Management, Estate Planning, Long Term Care Insurance, Property & Casualty..., Financial Services, Retirement, Mergers & Acquisitions, Financial Planners, IRAs, Executive Management, Wealth Management...
Education
Washington State University 1983 — 1987
BA, Magna Cum Laude, Foreign Languages and Literatures (Spanish)
Washington State University - College of Business and Economics 1983 — 1987
BA, Magna Cum Laude, Business Administration (Marketing)
Instituto Tecnológico de Celaya 1982 — 1983
Exchange Student--Spanish language study
Pullman High School 1978 — 1982
diploma
Nebraska Book Company, Inc. 2014 - Present
Pacific Life 2007 - 2014
Omnium Worldwide, Inc. 2006 - 2006
Omnium Worldwide, Inc 2005 - 2006
TAG/TMI 2001 - 2005
First Data Corporation 1999 - 2001
First Data Corporation 1997 - 1999
CTA, Incorporated 1995 - 1997
Ameritas 1988 - 1995
Lincoln Benefit Life 1983 - 1988
Skills
SDLC, Integration, Quality Assurance, Vendor Management, Business Analysis, IT Management, Disaster Recovery, Testing, Process Improvement, Requirements Analysis, Change Management, Software Development, Program Management, Software Project..., IT Operations, Enterprise Architecture, Project Management, Visio, Risk Management, Management, Strategy, Business Process..., Leadership, Strategic Planning, Technology Roadmapping, Work Management, Project Portfolio..., Organizational..., Continuous Process..., IT Strategy, Budget Management, Team Leadership
Education
Bellevue University 2007 — 2010
B.A., Leadership
Southeast Community College 1985 — 1988
A.A., Information Technology
Northwest Missouri State University 1979 — 1981
Library Science
Advantage Waypoint September 2011 - Present
Ashland Distribution September 2006 - October 2009
Pacific Life April 2001 - March 2006
Skills
Logistics, Accounts Receivable, Team Building, Credit, Customer Service, Creative Problem Solving, Account Reconciliation, Customer Retention, Customer Engagement, Time Management, Analysis, Customer Satisfaction, Sales Operations, Training, Negotiation
Education
Brooks College
AA, Business
Santa Ana College
Certificate in Human Resources, Human Resources Management/Personnel Administration, General
Pacific Life 2010 - Present
Pacific Life 2008 - April 2010
Automobile Club of Southern California 1994 - May 2008
AAA - Auto Club of Southern California 1994 - 2008
Rockwell International 1987 - 1994
Skills
Strategy, Management, Program Management, CRM, Business Analysis, Integration, Business Process, Analysis, Project Management, SDLC, Analytics, Training, Project Planning, Product Management, Business Intelligence, Leadership, Insurance, PMO
Education
California Polytechnic State University-San Luis Obispo
BS, Accounting
California State University-Fullerton, Mihaylo College of Business and Economics
MBA, Project Management, Human Resources
Allianz Asset Management February 2014 - Present
STARS, LLC. April 2013 - February 2014
Allianz Global Investors January 2013 - March 2013
Allianz Global Investors March 2011 - December 2012
Allianz Global Investors April 2010 - March 2011
Pacific Life November 2009 - April 2010
James O'Leary & Associates June 2008 - September 2008
Skills
Accounting, Outlook, Human Resources, Microsoft Office, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
BS, Business Administration
Broadcom February 2015 - Present
Terraces of Sierra Del Oro HOA December 2014 - Present
Broadcom September 2012 - February 2015
Broadcom February 2012 - September 2012
Broadcom January 2010 - February 2012
Broadcom April 2009 - January 2010
Ampronix December 2008 - March 2009
American Sterling Bank October 2006 - December 2008
Pacific Life May 2006 - October 2006
Target June 2002 - May 2006
Skills
MS Office Suite, PeopleSoft, PeopleTrak, Kronos, IPPS, ADP, ADP HRB, Employee Relations, HRIS, Performance Management, Recruiting, Benefits Administration, Onboarding, Talent Acquisition, Building Relationships, HR Policies, Leave of Absence..., ADP Payroll, IPPs, Microsoft Office, Human Resources, Employee Benefits, Workers Compensation, Personnel Management, Workforce Planning, Payroll, Employee Handbooks, FMLA, Deferred Compensation, College Recruiting, Labor Relations, Applicant Tracking..., Succession Planning, New Hire Orientations, Taleo, Background Checks, Compensation & Benefit, Talent Management, Leadership
Education
Brandman University, Part of the Chapman University System 2013 — 2013
PHR Certification
University of Redlands 2010 — 2011
MA, Management
California State University-Fullerton - College of Business and Economics 2005 — 2009
BA, Business Administration, HR
Saddleback College 2003 — 2005
AA/AS, Liberal Studies
Pacific Life April 2004 - Present
Capital Group April 2000 - March 2004
Education
California State Polytechnic University-Pomona
MBA, Business
California State University-Dominguez Hills
B.S., Computer Science
Pacific Life January 1987 - Present
Pacific Life 2004 - 2011
Skills
Insurance, Life Insurance, Management, Risk Management, Business Analysis, Process Improvement, SDLC, Financial Services, Requirements Analysis, Vendor Management, Business Process..., Strategic Planning, Business Strategy, New Business Development, Team Building
Education
University of New Hampshire 1982 — 1986
MST, Education - Mathematics
Bloomsburg University of Pennsylvania 1980 — 1981
BS, Education - Secondary - Mathematics
Drexel University - LeBow College of Business 1977 — 1979
Business Administration
Honesdale High School 1973 — 1977
High school diploma
Pacific Life August 2015 - Present
NFP January 2011 - August 2015
NFP March 2008 - December 2010
WaxmanCavnerLawson April 2007 - February 2008
Farmers Insurance November 2005 - April 2007
Skills
Insurance, Analytics, Portfolio Management, Financial Modeling, Series 6, Business Analysis, Competitive Analysis, Financial Analysis, Product Marketing, Salesforce.com, Financial Services, Investments, Series 7, Long-term Care, Life Insurance, Relationship Management, Series 63, Retirement Planning, Mutual Funds, Wealth, Disability Insurance, Retirement, Marketing
Education
Baylor University 2001 — 2003
Bachelor of Science (B.S.), Neuroscience
Pacific Life July 2014 - Present
MetLife February 2013 - June 2014
MetLife September 2012 - February 2013
MetLife December 2010 - August 2012
MetLife June 2009 - November 2010
AXA Equitable January 2008 - December 2008
AXA Equitable September 2004 - December 2007
Skills
Insurance, Fixed Annuities, Sales, Territory Management, Sales Force Development, Retirement Planning, Asset Allocation, Mutual Funds, Variable Annuities, Training, Sales Presentations, Investments, SnagIt, Bravo, Presenter, Microsoft Office, Sales Trainings
Education
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Entrepreneurship
Nationwide Insurance February 2012 - Present
Nationwide Insurance April 2009 - February 2012
Pacific Life August 2001 - March 2009
Pritchett, LP August 1999 - August 2001
Arthur Andersen LLP May 1995 - July 1999
Skills
Lean Six Sigma Black..., Process Improvement, Project Management, Sarbanes-Oxley, Business Process..., Change Management, Operational Excellence, Process Engineering, Process Excellence, Management Consulting, Cross-functional Team..., Program Management, Continuous Improvement, Quality Management, Strategic Planning, Value Stream Mapping, Six Sigma, Strategy, Management, Business Analysis, Business Process, Business Transformation, Leadership, Outsourcing, PMO, PMP, Project Planning, Project Portfolio..., Risk Management, Vendor Management
Education
University of Denver 2001 — 2002
Certificate, Project Management
Allegheny College 1991 — 1995
BA, Economics
Accenture June 2015 - Present
Madiba, Inc. April 2015 - Present
TTM Technologies August 2014 - March 2015
Sage, Molina Healthcare March 2014 - August 2014
Clean Energy Fuels Corp April 2013 - March 2014
Nitto Tire U.S.A., Inc. September 2011 - April 2013
Abbott Medical Optics December 2008 - February 2010
Pacific Life August 2008 - December 2008
Advanced MP Technology February 2008 - August 2008
Skills
Financial Modeling, Business Development, Market Research, Alternative Investments, Cost Efficiency, Forecasting, Valuation, Finance, Microsoft Excel, Variance Analysis, PowerPoint, Microsoft Word, Research, Entrepreneurship, Financial Analysis, Financial Reporting, SAP, Cognos, Analysis, Strategic Financial..., Data Analysis, Due Diligence, Business Strategy, Corporate Finance, Investments, Product Development, Financial Planning
Education
Boston University 2002 — 2006
BSBA, Finance & Entrepreneurship
Boston University Questrom School of Business 2002 — 2006
BSBA, Finance & Entrepreneurship
Insurers Administrative Corp November 2006 - June 2008
Pacific Life August 2000 - November 2006
Education
Boise State University
BA, Communication
Alliant Insurance Services 2012 - Present
Benefits Resource, LLC 2010 - 2012
Pacific Life 2009 - 2010
Skills
Benefits Administration, Health Insurance, Insurance, Employee Benefits, Disability Insurance, Life Insurance, Health Savings Accounts, COBRA, Group Insurance, Brokers, Underwriting, Workers Compensation, Term Life Insurance
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science in Business Administration, with concentrations in Accounting and Financial Management
Pacific Life August 2014 - Present
Voya Financial May 2010 - July 2014
John Hancock Financial Services July 2009 - April 2010
Pheonix Wealth Management October 2007 - June 2009
National Life Group April 2002 - September 2007
Skills
Vantage-One, COBOL, JCL, CICS, DB2, VSAM, Endeavor, Expeditor, Intertest, CA7, LMF, IDMS, ADSO, Control M, Fileaid, Quality Center, QTP, ClearQuest, MS Project, Project Management, SDLC, HP Quality Center
Education
Andhra University 1998 — 2002
Bachelor of Technology (B.Tech.), Computer Science
Pacific Life Investment Operations ManagerPacific LifeMay 2000 - Present
Education
California State Polytechnic University-Pomona 1998 — 2000
Security Benefit August 2011 - Present
Primerica 2010 - 2010
Pacific Life June 2004 - October 2009
Skills
Fixed Annuities, Insurance, Collaboration, Best Practices, Qualified Retirement...
Education
Ball State University - College of Business 1972 — 2006
BS, Marketing
plainfield, indiana 1968 — 1972
St. Francis of Assisi School March 2011 - June 2014
Seattle Ornament™ August 2009 - December 2012
American Funds August 2007 - June 2009
Pacific Life May 2005 - July 2007
Maritz Travel Company August 2003 - May 2005
Education
Appalachian State University 1997 — 2002
BSBA, Business Management
The University of Western Australia 2000 — 2000
Pacific Life April 2012 - Present
CFG Business Solutions April 2011 - April 2012
Pacific Life August 2003 - April 2011
Barry, Evans, Josephs, and Snipes (BEJS) November 1984 - July 2003
Education
Appalachian State University 1978 — 1981
BA, Biology
Inland Empire Utilities Agency August 2006 - Present
Eurodesign January 2005 - July 2006
Pacific Life December 1999 - December 2004
Skills
SAP Netweaver & SAP BI..., Business Intelligence, Business Analysis, SQL Server, VB.NET, Application Development, SQL, Crystal Reports, Business Objects, ERP, Databases, Business Process, .NET, Data Warehousing, Data Analysis, Microsoft SQL Server, Visio, SAP R/3, SAP ERP, SAP Implementation, Access, SAP
Education
California State Polytechnic University-Pomona 1996 — 1999
BSc., Computer Information Systems
Memorial Sloan-Kettering Cancer Center March 2014 - Present
Consulting 2012 - 2013
Pacific Life 2010 - 2011
Avon Products 2007 - 2009
Laidlaw & Company 2006 - 2007
Skills
Strategy, Financial Modeling, Business Development, Analysis, Management, Due Diligence
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Management
Binghamton University - School of Management 2002 — 2006
B.S., Business Management
Pacific Life April 1994 - Present
Pacific Life November 2010 - December 2012
Pacific Life April 1994 - November 2010
Skills
Annuities, Long Term Care, Sales Management, Fixed Annuities, Series 63, Insurance, Long-term Care, Series 6, Retirement Planning, Mutual Funds, Series 7, Retirement, Life Insurance
Education
California Polytechnic State University-San Luis Obispo 1964 — 1969
BS, Industrial Engineering
Still Moments January 2014 - Present
Pacific Life May 2013 - December 2013
Southern California Edison (SCE) December 2004 - May 2013
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Digital Photography, InDesign, Commercial Photography, Lotus Notes, Canon DSLR, Photo Editor, WordPress, Dreamweaver, Premiere, Digital Media, After Effects
Education
InterCoast Colleges-Orange 2013 — 2014
Certification, Multi-Media Studies
University of Phoenix-Southern California Campus 2006 — 2008
Bachelor's degree of Computer Technology, Information Systems Technology
Mutual of Omaha August 2008 - Present
Pacific Life March 2008 - August 2008
Education
Bellevue University
Business Management
Pacific Life 1999 - Present
United States Marine Corps December 1996 - January 1999
Skills
ITIL, Citrix, Data Center, VMware, Disaster Recovery, IT Service Management, Virtualization, IIS, Active Directory, Windows Server, IT Management, VMware ESX, Servers, SharePoint, VMware Infrastructure, Process Improvement, Vendor Management
Education
Boise State University
University of Phoenix
BS, Information Technology
Realty Capital Securities May 2010 - Present
Grubb & Ellis January 2008 - May 2010
Triple Net Properties April 2006 - January 2008
Pacific Life January 2005 - April 2006
Skills
Microsoft Excel, Series 7, Series 63, Alternative Investments, Securities, REIT, 1031 Exchanges, FINRA
Education
California State Polytechnic University-Pomona 1999 — 2004
Bachelor of Science (BS), Finance, Real Estate, & Law
Pacific Life 2011 - Present
Skills
Westlaw, Legal Research, Document Review, Lexis, Legal Writing, Legal Compliance, Insurance, Corporate Governance, Litigation Support, Trials, Notary Public, FINRA
Education
University of Massachusetts at Lowell 2010 — 2011
Paralegal
Ateneo de Manila University 2001 — 2005
Bachelor of Science (B.S.), Business Management major in Legal Management
Pacific Life May 2011 - Present
Manulife Financial February 2000 - April 2011
MIB June 1999 - December 1999
VA Medical Center September 1998 - May 1999
Skills
ALM, Pricing, Pricing Negotiation, Reinsurance, M&A experience, Special Projects
Education
Boston University 1998 — 2000
MS, Statistics&Actuarial Science
Pacific Life 2013 - Present
Skills
Insurance, Health Insurance, Life Insurance, Fixed Annuities, Requirements Gathering, Actuarial Science, Underwriting, Reinsurance, Business Requirements, SDLC, General Insurance, Business Analysis, Visio, Disability Insurance, Claim
Education
Biola University
Master of Business Administration (M.B.A.)
Pacific Life October 2015 - Present
Taco Bell Corporate June 2015 - September 2015
Verizon Wireless February 2014 - November 2014
Verizon Wireless August 2013 - January 2014
Verizon October 2011 - July 2013
CenturyLink July 2010 - October 2011
SunGard Public Sector January 2010 - July 2010
City of Leesburg, Florida December 2006 - December 2009
Education
American Public University System 2012 — 2015
Master of Science (MS), IT PROJECT MANAGEMENT, 3.9 GPA
Columbia Southern University 2007 — 2009
Bachelor of Science (BS), Business Administration/Information Technology, 3.8 GPA
Kingsborough Community College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Computer Information Systems, 3.7 GPA
SunAmerica September 2000 - Present
Pacific Life May 1998 - September 2000
Home Savings of America 1992 - 1998
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Series 7, Marketing, Series 63
Education
Baldwin-Wallace College 1986 — 1988
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Maryland College Park 1973 — 1976
Bachelor's degree, Psychology
Darrel Whitehead,CPA January 2014 - May 2014
Sami Rizk,CPA September 2013 - December 2013
Pacific Life March 2013 - September 2013
Delmar May 2009 - August 2012
Internal Revenue Service September 2006 - May 2009
Mesa Consolidated Water District December 2004 - September 2006
City of Huntington Beach October 2002 - December 2004
Skills
US GAAP, Great Plains Software, JD Edwards, Financial Statements, PeopleSoft, QuickBooks, Peachtree, Bank Reconciliation, General Ledger, Compliance
Education
Alexandria University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
TSYS October 2013 - Present
Deloitte July 2007 - February 2013
CSC July 1996 - July 2006
Pacific Life April 1980 - May 1996
Skills
Data Warehousing, Program Management, SAS programming, Mainframe, Resource Management, Disaster Recovery, Systems Programming on..., CA-MICS Expert, Z/OS Performance and..., Z/.OS Capacity Planning, Z/OS Storage Management, TSO JCL ISPF VSAM CICS..., zPCR, zBNA, Software Development, Data Center, SDLC, Security, Performance Tuning, Process Improvement, SQL
Education
Boise State University
University of California at Irvine
Bachelor of Science (BS), Psychology/Math
Pacific Life 1999 - 2012
MicroAge January 1997 - April 1999
MicroAge January 1994 - December 1997
Skills
Storage, Disaster Recovery, Software Documentation, Virtualization, VMware ESX, Data Center, Infrastructure, IT Operations, Security, Project Management, Citrix, VMware, Windows Server, Risk Management, Hardware, Network Design, Windows, Storage Area Networks, Enterprise Software, Servers, SharePoint, Sarbanes-Oxley Act, Group Policy, Netbackup, IT Service Management, Microsoft Technologies, Active Directory, Network Security, IT Management, System Administration, Vendor Management, HP, ITIL, VMware Infrastructure
Education
California State Polytechnic University-Pomona 1988 — 1993
Bachelor of Architecture (B.Arch.)
Equinox Group Distributors January 2013 - Present
Piedmont Capital Distributors November 2012 - December 2012
Pacific Life September 2003 - August 2012
Prudential Financial February 2001 - June 2003
Skills
Portfolio Optimization, Income Protection, Retirement Planning, Mutual Funds, Alternative Investments, Separately Managed..., Variable Annuities, Fixed Annuities, Series 7, Series 63, Public Speaking
Education
Boston College 1991 — 1995
BA, Communication and Media Studies
Manhasset High School 1987 — 1991
Pacific Life April 1994 - Present
Pacific Life April 1994 - December 2012
Reality Income January 1989 - January 1994
Skills
Process Improvement, Insurance, Visio, Program Management, Strategic Planning, Fixed Annuities, Business Analysis, Health Insurance, Life Insurance, SDLC, Risk Management, Underwriting, Project Management, Reinsurance, Business Process..., Microsoft Excel, Change Management, Vendor Management, PMO, Analysis
Education
California Polytechnic State University-San Luis Obispo 1963 — 1968
Bachelor's Degree, Industrial Engineering
Pacific Life November 2009 - Present
Pacific Life May 2008 - November 2009
Pacific Life August 2006 - May 2008
Pacific Life November 2005 - August 2006
Pacific Life February 2004 - November 2005
Nitech January 2002 - January 2004
Education
Bellevue University 2010 — 2012
Bachelor's degree, Business
East Whittier City School District August 1999 - Present
Pacific Life March 1993 - August 1999
Education
Azusa Pacific University 2008 — 2010
Master's degree, Education
California State Polytechnic University-Pomona 1981 — 1987
Bachelor of Science (B.S.), Marketing Management/ Professional Sales in Industrial Marketing
Swanson Rink May 2015 - Present
Renal Ventures Management October 2013 - Present
LymanRichey January 2012 - July 2013
ProKarma January 2010 - February 2012
Pacific Life August 2005 - September 2010
Pacific Life January 2004 - February 2005
Skills
Storage, Microsoft Exchange, Windows Server, Active Directory, Microsoft SQL Server, Citrix Xen Server, Hyper-V, Citrix, VMware, Servers, Networking, DNS, VPN, Network Administration, Hardware, Operating Systems, Backup Exec, Databases
Education
Bellevue University 1997 — 2003
Bachelor's Degree, Computer Information system