Pacific Life Insurance Co.
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, CA CEO: James T. Morris (Apr 2, 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.,
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Pacific Life Insurance Co. Employees
Pacific Life April 2015 - Present
Pacific Life Insurance Co. October 2008 - April 2015
Dell Perot Systems January 2007 - December 2008
Dell Perot Systems December 2007 - October 2008
Dell Perot Systems October 2005 - December 2006
Skills
Process Improvement, Insurance, Business Analysis, Microsoft Office, Team Building, Visio, Team Leadership, Account Management, Business Process..., Change Management, SharePoint, Vendor Management, Access, Project Management, QlikView, Business Performance...
Education
Creighton University 2009 — 2012
MS-ITM, Information Technology Management, 4.0
Creighton University 2009 — 2012
MBA, Business Administration, 4.0
Nebraska Wesleyan University 2000 — 2004
B.S., Economics
Toyota Financial Services November 2012 - Present
Pacific Life Insurance Co 1997 - 2012
PIA Merchandising, Inc. 1995 - 1997
Skills
Vendor Management, Customer Focus, Strategic Sourcing, Employee Relations, Performance Management, Organizational..., Recruitment, Employee Engagement, IT Recruitment, Human Resources, Talent Acquisition, Recruiting, Employee Benefits, Personnel Management, Networking, Performance Appraisal, Onboarding, Training, Interviews, Leadership, Management, Deferred Compensation, Technical Recruiting, Sourcing, Labor Relations, SDLC
Education
San Diego State University-California State University
Bachelor's degree, Public Administration
SC Distributors February 2015 - Present
SC Distributors December 2010 - January 2015
American Funds of the Capital Group 2008 - 2010
Pacific Life Insurance Co 2006 - 2007
2004-2006 Pacific Life Insurance Co 2004 - 2006
W Hotel 2003 - 2004
W Hotel 2000 - 2002
Skills
Mutual Funds, Alternative Investments, Investments, Retirement Planning, Fixed Annuities, Variable Annuities, Series 63, Series 7, Series 6, Sales, New Business Development, Marketing, Asset Allocation, Financial Services, Financial Advisory
Education
University of California, Santa Cruz 1995 — 2000
BS, Anthropology, History
Pacific Life Insurance Co. January 2009 - Present
Aon October 1994 - March 2008
Skills
Reinsurance
Education
California State University-East Bay
Ehrhart Propane and Oil July 2005 - Present
Stratham Community Technical College 2001 - 2005
Pacific Life Insurance Co February 1997 - February 1999
Nationwide Life Insurance February 1993 - February 1997
Skills
Microsoft Office, Public Speaking, Leadership, Research, Leadership Development, Teaching, Social Media, Managerial Finance, Editing, Fundraising, Higher Education, Financial Reporting, Financial Analysis, Variance Analysis, Forecasting
Education
Hartwick College 1984 — 1988
Bachelor of Arts (BA), Math with Music minor
Coconino Community College January 2007 - Present
Pacific Life Insurance Co. April 1981 - April 2004
Skills
Teaching, Distance Learning, Curriculum Development, Higher Education, Public Speaking, Instructional Design, Adult Education, Public Relations, Curriculum Design, Grant Writing, E-Learning, Program Development, Community Outreach, Academic Advising, Student Development
Education
Miami University 1974 — 1977
Master's Degree, English & Creative Writing
Miami University 1968 — 1977
Bachelor's Degree, American Studies/English & Fine Arts
Express Scripts August 2012 - Present
Independent Sales Professional January 2010 - August 2012
RMS/Mutual of Omaha December 2007 - February 2010
Pacific Life Insurance Co September 1996 - July 2006
PepsiCo 1992 - 1996
Skills
Fixed Annuities, Insurance, Health Insurance, Medicare, Underwriting, Commercial Insurance, Leadership, Human Resources, Managed Care, Selling, Marketing, Accident, Sales, Health Savings Accounts, Workers Compensation, Benefits Administration, Direct Sales, Small Business, Retirement, Property & Casualty..., Training, Cold Calling
Education
Truman State University 1980 — 1984
BSE, Education
Ottumwa High
St Marys
Pacific Life Insurance Co April 2008 - Present
Pacific Life August 2000 - March 2008
Skills
Business Analysis, Project Management, Process Improvement, Visio, Requirements Analysis, Requirements Gathering, Business Process..., MS Project, SDLC, Software Project..., Analysis, Microsoft Excel, Microsoft Office, Business Requirements, Strategic Planning, Program Management, SQL, Team Leadership, Software Documentation, PowerPoint, PMO, PMP
Education
University of Phoenix 2000 — 2002
MBA
Concordia University Irvine 1992 — 1995
BA
Tustin High 1982 — 1985
Entrepreneur June 2009 - Present
Pacific Life Insurance Co February 2008 - Present
Golden Ameri Dream, Inc. April 2013 - April 2015
Independent Capital Management AIG Financial Advisors August 2007 - February 2008
Mongol Global Tour Company August 2006 - August 2007
Office of the Governor March 2006 - June 2006
Morgan Stanley June 2004 - June 2006
CALPIRG, UC Davis June 2005 - May 2006
CIS Data System Inc January 2005 - September 2005
Skills
Financial Modeling, Investments, Financial Analysis, Management, Risk Management, Accounting, Forecasting, Microsoft Excel, Finance, Negotiation, Business Analysis, Process Improvement, Analysis, Budgets, Financial Reporting, Sales, Corporate Finance, Data Analysis, PowerPoint, Banking, Market Research, Microsoft Office, Microsoft Word, Customer Service, Leadership, Business Strategy, Asset Management, Research, Valuation, Strategic Planning, Strategy, Portfolio Management, Marketing, Corporate Accounting, Negotiations, Budget, Project Management, Project Planning, Investor Relations, Investor Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2012
MBA, MBA, Finance, Marketing, Business Management, 3.8
University of California, Davis 2002 — 2006
Bachelor; Bachelor of Arts, Economics; Chinese, 3.8
Marymount California University October 2014 - Present
PIMCO September 2011 - Present
California State University, Fullerton January 2013 - May 2013
PIMCO May 2005 - October 2011
PIMCO November 2007 - January 2008
PIMCO - Canada June 2006 - April 2007
E*Trade Consumer Finance Corporation July 2003 - May 2005
Pacific Life Insurance Co. October 2001 - July 2003
Deloitte & Touche January 2000 - October 2001
Skills
Bloomberg, VBA, Yields, Risk Management, Fixed Income, Asset Managment, Derivatives, Investment Management, Valuation, Mutual Funds, Investments, Bonds, Asset Allocation, Investment Strategies, Hedge Funds, Capital Markets, Equities, Asset Management, Portfolio Management, Financial Services, Economics, Financial Analysis, Financial Modeling, Finance, Alternative Investments, Corporate Finance, Series 7, Private Equity, Equity Research, Hedging, Investment Banking, Due Diligence, Financial Markets, Emerging Markets
Education
University of Southern California - Marshall School of Business 2003 — 2006
MBA, Finance
California State University-Long Beach 1994 — 1999
BS, Finance & Accounting
Pacific Life August 2010 - Present
Pacific Life Insurance Co October 2006 - August 2010
Sowood Capital Management August 2005 - October 2006
Skills
Chartered Financial..., Credit Risk, Mutual Funds, Risk Management, Fixed Income, Portfolio Management, Bloomberg, Financial Modeling, Equities, Derivatives, Capital Markets, Valuation, Market Risk, Hedge Funds, Structured Finance, Financial Markets, Credit
Education
University of California, Irvine - The Paul Merage School of Business 2003 — 2005
MBA, Finance
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Pacific Life May 2012 - Present
Pacific Life Insurance Co January 2007 - May 2012
Pacific Life September 2005 - January 2007
Pacific Life November 2000 - September 2005
Pacific Life January 1999 - November 2000
Skills
Web Design (HTML/CSS), Graphic Design - Adobe..., Digital Signage..., SharePoint 2007 & 2010..., WebTrends On-Demand, Network Infrastructure..., Network Security..., Productivity Tools..., Mobility (iPads,..., IT Strategy, Disaster Recovery, IT Management, Data Center, SDLC, Vendor Management, Security, Management, Integration, Enterprise Software, Team Building, Project Management, Servers, Software Development, SharePoint
Education
Vermont College of Fine Arts 2012 — 2014
Master of Fine Arts (MFA), Creative Writing
Concordia University-Irvine 2006 — 2008
Bachelor of Arts (BA), Liberal Arts
Pacific Life Insurance Co January 2008 - Present
Wealth Strategies Group/Brookstreet Securities Corp May 2004 - August 2007
Harvey and Co., LLC February 2006 - May 2006
Skills
Fixed Annuities, Finance, Life Insurance, Insurance, Retirement Planning, Retirement, Financial Services, Asset Allocation, Sales, Mutual Funds, Management, Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Chapman University 2005 — 2007
BS, Finance Emphasis
Pacific Life Insurance 2003 - Present
Pacific Life Insurance Co October 2000 - Present
Skills
SDLC, Visio, Business Analysis, Project Management, PMO, IT Strategy, SharePoint, Vendor Management, Process Improvement, Requirements Gathering, Disaster Recovery, IT Management, Microsoft Excel, Public Speaking, Enterprise Architecture, Integration, Leadership Development, Training, Microsoft SQL Server
Education
University of Southern California 1974 — 1978
Bachelor of Music, French Horn
San Jose State University 1972 — 1974
N/A, Music Performance
Pacific Life Insurance Co. June 2008 - Present
National Financial Partners May 2004 - May 2008
ING 2002 - 2004
Education
Boston University School of Law LLM Program in Tax 1996 — 2001
Drake University Law School 1988 — 1991
University of Iowa 1982 — 1988
BGS, Russian Studies, Criminology
Andrew H. Fesler, Esq. March 2009 - Present
Time Financial Services March 2007 - March 2009
Wealth Transfer Solutions July 2002 - February 2007
Pacific Life Insurance Co. May 2000 - June 2002
Palmieri, Tyler, Wiener, Wilhelm & Waldron February 1999 - May 2000
Skills
Estate Planning, Trusts, Investments, Wills, Estate Tax Planning, Succession Planning, Wealth, Estate Law, Financial Planners, Life Insurance, Valuation, Charities, Litigation
Education
USC Gould School of Law 1995 — 1998
JD, Law
University of Southern California 1990 — 1994
BA, International Relations
Pacific Life Insurance Co. Chief Engineer, Property ManagerPacific Life Insurance Company1989 - 2009
Education
University of California, Irvine 1975 — 2005
Business Administration, Physics, Construction Mangement, Design Development.
Pacific Life April 1996 - Present
Pacific Life Insurance Co. 1996 - Present
Skills
Underwriting, Life Insurance, Insurance, Reinsurance, Health Insurance, Disability Insurance, Brokers, Employee Benefits, Long-term Care, Term Life Insurance
Education
California State University-Long Beach - College of Business Administration 1974 — 1976
Bachelor of Science in Business Administration, Management, with minor in English
Robert A. Brandon Inc. September 2011 - Present
Pacific Life Insurance Co 1997 - 2011
Pension Investors Corp 1994 - 1997
Indianapolis Life Insurance Company 1991 - 1994
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Retirement, 401k, Term Life Insurance, Long-term Care, Disability Insurance, Mutual Funds, Series 7, Estate Planning, Health Insurance, Series 24, Strategic Financial...
Education
Florida International University 1989 — 1991
Bachelor's degree, Finance, General
Florida International University
Finance, General
Pacific Life Insurance Co. June 1977 - Present
Pacific Life Insurance Co January 1977 - January 2011
GTE Data Services 1974 - 1976
Skills
COBOL, SQL Server 2005/2000, DYL280
Education
The University of New Mexico 1970 — 1973
Master's, Computer Science
National Chengchi University 1966 — 1970
B.A., Public Finance