Transamerica Life
Industry: Insurance company
DescriptionThe Transamerica Corporation is an American holding company for various life insurance companies and investment firms operating primarily in the United States, offering life and supplemental health insurance, investments, and retirement services. Customer service: 1 (319) 355-8511 Headquarters: Cedar Rapids, IA Parent organization: Aegon N.V. CEO: Mark W. Mullin (Jan 2010–) Founder: Amadeo Giannini Subsidiaries: World Financial Group,
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Transamerica Life Employees
Employee
Years
Job
Industry
Donice Derico Donice Derico's Transamerica Life Experience May 1979 - August 2007
Job Project Manager/Sr. Business Systems Analyst at Forrest T Jones Inc.
Industry Insurance
Experience
Forrest T Jones Inc. March 2008 - Present
Fidelity Security Life Insurance Co., Inc. 2008 - Present
Transamerica Life May 1979 - August 2007
Skills
Insurance, Vendor Management, SQL, Management, Process Improvement, SDLC, Systems Analysis, Integration, Project Management, Business Analysis, Analysis, Visio, Software Documentation, Access, SharePoint, Risk Management, Agile Methodologies, Experienced Business...
Education
Friends University
University of Phoenix
Forrest T Jones Inc. March 2008 - Present
Fidelity Security Life Insurance Co., Inc. 2008 - Present
Transamerica Life May 1979 - August 2007
Skills
Insurance, Vendor Management, SQL, Management, Process Improvement, SDLC, Systems Analysis, Integration, Project Management, Business Analysis, Analysis, Visio, Software Documentation, Access, SharePoint, Risk Management, Agile Methodologies, Experienced Business...
Education
Friends University
University of Phoenix
Ken Schaepe Ken Schaepe's Transamerica Life Experience 1996 - 1999
Job Cloud Program Manager at Navisite
Industry Information Technology and Services
Experience
Navisite April 2014 - Present
SunGard February 2008 - November 2013
Fidelity 2004 - 2007
Investors Bank & Trust 2001 - 2004
Union Bank 1999 - 2000
Transamerica Life 1996 - 1999
Bank of America 1994 - 1996
First Interstate Bank – Real Estate Division 1989 - 1994
RAND Corporation 1984 - 1989
Skills
Program Management, Agile Methodologies, PMO, Business Analysis, Enterprise Software, Strategy, SDLC, Budgets, Requirements Gathering, Product Development, Scrum, Project Management, Full SDLC, Software Project..., Requirements Analysis, Software Development, Management, Vendor Management, Financial Services, Certified Scrum Master..., PMI, Leadership
Education
California State University-Los Angeles
Bachelor of Science (BS), Finance
Navisite April 2014 - Present
SunGard February 2008 - November 2013
Fidelity 2004 - 2007
Investors Bank & Trust 2001 - 2004
Union Bank 1999 - 2000
Transamerica Life 1996 - 1999
Bank of America 1994 - 1996
First Interstate Bank – Real Estate Division 1989 - 1994
RAND Corporation 1984 - 1989
Skills
Program Management, Agile Methodologies, PMO, Business Analysis, Enterprise Software, Strategy, SDLC, Budgets, Requirements Gathering, Product Development, Scrum, Project Management, Full SDLC, Software Project..., Requirements Analysis, Software Development, Management, Vendor Management, Financial Services, Certified Scrum Master..., PMI, Leadership
Education
California State University-Los Angeles
Bachelor of Science (BS), Finance
Eric Jones (CPA)'s Transamerica Life Experience October 2009 - Present
Job Asst. ControllerFinancial Operations & Reporting at Transamerica Life
Industry Financial Services
Experience
Transamerica Life October 2009 - Present
National Life of Vermont (NLV) June 2008 - November 2009
Swiss Re Life & Health America March 2005 - June 2007
Conseco Inc. August 2004 - March 2005
Lincoln Financial Group January 1989 - February 2004
Skills
Auditing, Process Improvement, Accounting, Finance, Financial Reporting, Internal Controls, Strategy, Internal Audit, Management, Sarbanes-Oxley Act, Project Management, Financial Analysis, Business Process, Leadership, Insurance, Budgets, Financial Services
Education
Ball State University - College of Business
BS, Accounting
Transamerica Life October 2009 - Present
National Life of Vermont (NLV) June 2008 - November 2009
Swiss Re Life & Health America March 2005 - June 2007
Conseco Inc. August 2004 - March 2005
Lincoln Financial Group January 1989 - February 2004
Skills
Auditing, Process Improvement, Accounting, Finance, Financial Reporting, Internal Controls, Strategy, Internal Audit, Management, Sarbanes-Oxley Act, Project Management, Financial Analysis, Business Process, Leadership, Insurance, Budgets, Financial Services
Education
Ball State University - College of Business
BS, Accounting
Margaret Googooian Margaret Googooian's Transamerica Life Experience 1990 - 2002
Job Administrative Assistant at Methodist Hospital of Southern California and Notary Public
Industry Hospital & Health Care
Experience
Methodist Hospital of Southern California November 2002 - Present
Notary Public, Los Angeles County October 2002 - Present
Transamerica Life 1990 - 2002
Skills
Notary Public, Annual Giving, Planned Giving, Healthcare, Hospitals, Healthcare Information..., Outlook, Microsoft Office, Software Documentation, Microsoft Excel, Healthcare Management, Event Planning, HIPAA, Medical Terminology, Raiser's Edge, Direct Mail, Mail Merge, Crescendo software, EMR, Office Equipment..., EHR, Front Office, Administrative...
Education
Pasadena City College 2011 — 2014
Associate’s Degree, Business Administration and Management, General
Arcadia High School 1974 — 1976
High School
Methodist Hospital of Southern California November 2002 - Present
Notary Public, Los Angeles County October 2002 - Present
Transamerica Life 1990 - 2002
Skills
Notary Public, Annual Giving, Planned Giving, Healthcare, Hospitals, Healthcare Information..., Outlook, Microsoft Office, Software Documentation, Microsoft Excel, Healthcare Management, Event Planning, HIPAA, Medical Terminology, Raiser's Edge, Direct Mail, Mail Merge, Crescendo software, EMR, Office Equipment..., EHR, Front Office, Administrative...
Education
Pasadena City College 2011 — 2014
Associate’s Degree, Business Administration and Management, General
Arcadia High School 1974 — 1976
High School
Robert Goetz Robert Goetz's Transamerica Life Experience 2000 - 2007
Job Data Migration Engineer VNA at Perceptive Software
Industry Computer Software
Experience
Lexmark Enterprise Software October 2014 - Present
Lexmark Enterprise Software September 2012 - Present
RKGoetz Consulting Services 2007 - November 2012
Transamerica Life 2000 - 2007
Maxim Consulting, Inc. 1995 - 2000
Sprint 1993 - 1995
Lomas Mortgage 1992 - 1993
Skills
Process Engineering, SOX, SDLC, Business Management, Enterprise Content..., Business Analysis, Integration, IT Management, Document Management, SQL Server, Compliance, ECM, .NET, Requirements Analysis, C#, Management Consulting, SQL, Change Management, Process Improvement, Business Process..., Imaging, FileNet, Microsoft SQL Server, Management, Data Warehousing, SOA, Agile Methodologies, Software Development, Visio, Enterprise Architecture, Security, Project Management, Sarbanes-Oxley Act, Oracle, Unix, Databases, Business Process, Visual Basic, Software Project..., Access, Business Intelligence, Active Directory, ETL, Servers, Requirements Gathering, Enterprise Software, Solution Architecture
Education
The University of Texas at Dallas 1990 — 1992
Bachelor of Science, Computer Science
Lexmark Enterprise Software October 2014 - Present
Lexmark Enterprise Software September 2012 - Present
RKGoetz Consulting Services 2007 - November 2012
Transamerica Life 2000 - 2007
Maxim Consulting, Inc. 1995 - 2000
Sprint 1993 - 1995
Lomas Mortgage 1992 - 1993
Skills
Process Engineering, SOX, SDLC, Business Management, Enterprise Content..., Business Analysis, Integration, IT Management, Document Management, SQL Server, Compliance, ECM, .NET, Requirements Analysis, C#, Management Consulting, SQL, Change Management, Process Improvement, Business Process..., Imaging, FileNet, Microsoft SQL Server, Management, Data Warehousing, SOA, Agile Methodologies, Software Development, Visio, Enterprise Architecture, Security, Project Management, Sarbanes-Oxley Act, Oracle, Unix, Databases, Business Process, Visual Basic, Software Project..., Access, Business Intelligence, Active Directory, ETL, Servers, Requirements Gathering, Enterprise Software, Solution Architecture
Education
The University of Texas at Dallas 1990 — 1992
Bachelor of Science, Computer Science
Jeni Yelton Jeni Yelton's Transamerica Life Experience July 1999 - March 2007
Job Learning and Development Specialist Midwest Territory Trainer, HR & Business Development Manager
Industry Professional Training & Coaching
Experience
Philadelphia Insurance Companies April 2014 - Present
Olathe Imports (Kia/Subaru/Mitsubishi) March 2012 - Present
Concorde Colleges Inc. August 2009 - March 2012
Olathe Kia and Subaru March 2009 - August 2010
Americo Life March 2007 - February 2009
Transamerica Life July 1999 - March 2007
Vanguard Airlines February 1996 - July 1999
Disney Direct Marketing May 1993 - January 1996
Skills
Outlook, Access, PeopleSoft, PowerPoint, Crystal Reports, Microsoft Excel, Microsoft Word, Adobe Acrobat, Flash, Authorware, Training, Workshop Facilitation, E-Learning, Learning Management..., Insurance, Leadership, Coaching, Instructional Design, Customer Service, Performance Management, Recruiting, Human Resources, Team Building, Team Leadership, Management, Employee Benefits, Program Management, Change Management, Analysis, Project Management, Career Development, Leadership Development, Employee Training
Education
Kansas State University 2014 — 2016
Master's degree, Adult and Continuing Education and Teaching
Ottawa University 2001 — 2006
B.A., Human Resources & Development
Johnson County Community College
AA, General Studies
Philadelphia Insurance Companies April 2014 - Present
Olathe Imports (Kia/Subaru/Mitsubishi) March 2012 - Present
Concorde Colleges Inc. August 2009 - March 2012
Olathe Kia and Subaru March 2009 - August 2010
Americo Life March 2007 - February 2009
Transamerica Life July 1999 - March 2007
Vanguard Airlines February 1996 - July 1999
Disney Direct Marketing May 1993 - January 1996
Skills
Outlook, Access, PeopleSoft, PowerPoint, Crystal Reports, Microsoft Excel, Microsoft Word, Adobe Acrobat, Flash, Authorware, Training, Workshop Facilitation, E-Learning, Learning Management..., Insurance, Leadership, Coaching, Instructional Design, Customer Service, Performance Management, Recruiting, Human Resources, Team Building, Team Leadership, Management, Employee Benefits, Program Management, Change Management, Analysis, Project Management, Career Development, Leadership Development, Employee Training
Education
Kansas State University 2014 — 2016
Master's degree, Adult and Continuing Education and Teaching
Ottawa University 2001 — 2006
B.A., Human Resources & Development
Johnson County Community College
AA, General Studies
Gerald Oswalt Gerald Oswalt's Transamerica Life Experience September 2006 - July 2014
Job Senior Programmer Analyst at Transamerica Life
Industry Insurance
Experience
Transamerica Life September 2006 - July 2014
Ernst & Young, LLC March 2003 - March 2005
Clorox Corporation September 2002 - February 2003
Skills
Control-M, Documaker, Batch Scripting, RP, Transall
Education
Southern Polytechnic State University 1984 — 1988
BS, IT
Transamerica Life September 2006 - July 2014
Ernst & Young, LLC March 2003 - March 2005
Clorox Corporation September 2002 - February 2003
Skills
Control-M, Documaker, Batch Scripting, RP, Transall
Education
Southern Polytechnic State University 1984 — 1988
BS, IT
Blaine Smith Blaine Smith's Transamerica Life Experience 1993 - 2000
Job Marketing Professional Specializing in Financial Services
Industry Financial Services
Experience
Cetera Financial Group May 2015 - Present
AssetMark (formerly Genworth Financial Wealth Management) December 2010 - December 2014
ONE/x 2009 - 2010
The Designory 2005 - 2009
Investment Marketing Services 2003 - 2005
Los Angeles Police Federal Credit Union 2002 - 2002
Balboa Life and Casualty 2001 - 2001
Transamerica Life 1993 - 2000
Cal Fed Bank 1991 - 1993
Union Bank 1990 - 1991
Skills
Marketing Communications, Advertising, Digital Marketing, Marketing, Series 7, Investments, Asset Management, Fixed Annuities, Marketing Strategy, Brand Development, Strategy, Securities, Creative Direction, Mutual Funds, Management, Financial Services
Education
Georgetown University 1977 — 1981
BS, International Economics, School of Foreign Service
Cetera Financial Group May 2015 - Present
AssetMark (formerly Genworth Financial Wealth Management) December 2010 - December 2014
ONE/x 2009 - 2010
The Designory 2005 - 2009
Investment Marketing Services 2003 - 2005
Los Angeles Police Federal Credit Union 2002 - 2002
Balboa Life and Casualty 2001 - 2001
Transamerica Life 1993 - 2000
Cal Fed Bank 1991 - 1993
Union Bank 1990 - 1991
Skills
Marketing Communications, Advertising, Digital Marketing, Marketing, Series 7, Investments, Asset Management, Fixed Annuities, Marketing Strategy, Brand Development, Strategy, Securities, Creative Direction, Mutual Funds, Management, Financial Services
Education
Georgetown University 1977 — 1981
BS, International Economics, School of Foreign Service
Moh Houshangi - PMP® Moh Houshangi - PMP®'s Transamerica Life Experience August 2001 - July 2003
Job Senior Project Manager at Bank of Montreal
Industry Information Technology and Services
Experience
Bank of Montreal August 2009 - Present
TD Bank April 2009 - August 2009
eMeddy January 2009 - March 2009
BMO June 2005 - December 2008
American Express September 2003 - May 2005
Transamerica Life August 2001 - July 2003
American Express December 1999 - July 2001
SOLCORP – Insurance Software Solutions Corp. (HP/EDS company) October 1997 - October 1999
Skills
PMP, Six Sigma, Project Management, Business Analysis, Management, SDLC, Team Leadership, Leadership, PMO, Vendor Management, Project Portfolio..., Business Process, Risk Management, Requirements Analysis, Security, Integration, Process Improvement, Quality Assurance, ITIL, Business Process..., IT Strategy, Program Management, Business Requirements, User Acceptance Testing, Project Delivery, Solution Architecture, Software Project..., MS Project, Visio, Resource Management, Requirements Gathering
Education
University of California, Berkeley
Applied Math
Bank of Montreal August 2009 - Present
TD Bank April 2009 - August 2009
eMeddy January 2009 - March 2009
BMO June 2005 - December 2008
American Express September 2003 - May 2005
Transamerica Life August 2001 - July 2003
American Express December 1999 - July 2001
SOLCORP – Insurance Software Solutions Corp. (HP/EDS company) October 1997 - October 1999
Skills
PMP, Six Sigma, Project Management, Business Analysis, Management, SDLC, Team Leadership, Leadership, PMO, Vendor Management, Project Portfolio..., Business Process, Risk Management, Requirements Analysis, Security, Integration, Process Improvement, Quality Assurance, ITIL, Business Process..., IT Strategy, Program Management, Business Requirements, User Acceptance Testing, Project Delivery, Solution Architecture, Software Project..., MS Project, Visio, Resource Management, Requirements Gathering
Education
University of California, Berkeley
Applied Math
Amory Neal Amory Neal's Transamerica Life Experience July 1998 - January 1999
Job Network Administrator at Regis Jesuit High School
Industry Information Technology and Services
Experience
Regis Jesuit High School October 2009 - Present
Aimnet Solutions, Inc. August 2002 - August 2011
Verizon Wireless October 2000 - April 2002
Rush Creek Solutions, Inc. January 1999 - October 2000
Transamerica Life July 1998 - January 1999
EDS April 1997 - June 1998
Accu-Tek Service, Inc. November 1996 - April 1997
KMGH-TV 1988 - 1991
Skills
Microsoft Exchange, Active Directory, Network Security, Firewalls, VMware, Data Center, Windows Server, SCCM, Checkpoint, Fortinet, Disaster Recovery, Citrix, WAN, Technical Support, Network Administration
Education
Arapahoe Community College 1988 — 1989
General Studies
Regis Jesuit High School October 2009 - Present
Aimnet Solutions, Inc. August 2002 - August 2011
Verizon Wireless October 2000 - April 2002
Rush Creek Solutions, Inc. January 1999 - October 2000
Transamerica Life July 1998 - January 1999
EDS April 1997 - June 1998
Accu-Tek Service, Inc. November 1996 - April 1997
KMGH-TV 1988 - 1991
Skills
Microsoft Exchange, Active Directory, Network Security, Firewalls, VMware, Data Center, Windows Server, SCCM, Checkpoint, Fortinet, Disaster Recovery, Citrix, WAN, Technical Support, Network Administration
Education
Arapahoe Community College 1988 — 1989
General Studies
Jason Desaulniers, CFP, CLU, CIM, CHS Jason Desaulniers, CFP, CLU, CIM, CHS's Transamerica Life Experience September 2005 - February 2007
Job Financial Planner & President, Excalibur Executive Planning Inc.
Industry Financial Services
Experience
Excalibur Executive Planning Inc. February 2007 - Present
Desjardins Financial Security Independent Network October 2012 - January 2015
X5 Management Inc. January 2006 - September 2013
Essen Insurance Corporation February 2007 - January 2009
Transamerica Life September 2005 - February 2007
Clarica June 2005 - September 2005
RBC Investments Financial Planning / RBC Royal Bank June 2001 - June 2005
IOF Foresters June 2000 - June 2001
VanCity Credit Union June 1997 - June 2000
Surrey Metro Savings Credit Union May 1996 - June 1997
Skills
Critical Illness, Retirement Savings, Segregated Funds, Disability Insurance, Investments, Pensions, Health Insurance, Retirement Planning, Term Life Insurance, Savings, Employee Benefits, Asset Management, Small Business, Insurance, Succession Planning, Wealth, Financial Advisory, Wealth Management, Estate Planning, Retirement, Investment Advisory, Investment Strategies, Income Protection, Strategic Financial..., Financial Planners, Long-term Care, Financial Risk, Fixed Annuities, Investment Management, Financial Services, Life Insurance, Personal Finance, Risk Management, Finance, Wealth Management..., Insurance Planning, Financial Planning, Financial Advice, Group Benefits, Long Term Care, Universal Life, Mortgage Protection, Whole Life, Group Health, Risk, Retirement Income..., Risk Analysis, Wealth Transfer, Wealth Accumulation, High Net Worth...
Education
ADVOCIS 2010 — 2012
CLU (Chartered Life Underwriter)
International NLP Society 2011 — 2011
Licenced NLP Practitioner Certification, Neuro Linguistic Programming
ADVOCIS 2008 — 2009
CHS (Certified Health Insurance Specialist (formerly RHU; Registered Health Underwriter), Health Insurance
Canadian Securities Institute 2001 — 2003
CIM (Canadian Investment Manager), Portfolio Management
British Columbia Institute of Technology 1998 — 2000
Assoc. Cert. in Financial Management; Financial Planning (Honors), Financial Planning
Financial Planners Standards Council 1998 — 2000
CFP (Certified Financial Planner), Financial Planning
Excalibur Executive Planning Inc. February 2007 - Present
Desjardins Financial Security Independent Network October 2012 - January 2015
X5 Management Inc. January 2006 - September 2013
Essen Insurance Corporation February 2007 - January 2009
Transamerica Life September 2005 - February 2007
Clarica June 2005 - September 2005
RBC Investments Financial Planning / RBC Royal Bank June 2001 - June 2005
IOF Foresters June 2000 - June 2001
VanCity Credit Union June 1997 - June 2000
Surrey Metro Savings Credit Union May 1996 - June 1997
Skills
Critical Illness, Retirement Savings, Segregated Funds, Disability Insurance, Investments, Pensions, Health Insurance, Retirement Planning, Term Life Insurance, Savings, Employee Benefits, Asset Management, Small Business, Insurance, Succession Planning, Wealth, Financial Advisory, Wealth Management, Estate Planning, Retirement, Investment Advisory, Investment Strategies, Income Protection, Strategic Financial..., Financial Planners, Long-term Care, Financial Risk, Fixed Annuities, Investment Management, Financial Services, Life Insurance, Personal Finance, Risk Management, Finance, Wealth Management..., Insurance Planning, Financial Planning, Financial Advice, Group Benefits, Long Term Care, Universal Life, Mortgage Protection, Whole Life, Group Health, Risk, Retirement Income..., Risk Analysis, Wealth Transfer, Wealth Accumulation, High Net Worth...
Education
ADVOCIS 2010 — 2012
CLU (Chartered Life Underwriter)
International NLP Society 2011 — 2011
Licenced NLP Practitioner Certification, Neuro Linguistic Programming
ADVOCIS 2008 — 2009
CHS (Certified Health Insurance Specialist (formerly RHU; Registered Health Underwriter), Health Insurance
Canadian Securities Institute 2001 — 2003
CIM (Canadian Investment Manager), Portfolio Management
British Columbia Institute of Technology 1998 — 2000
Assoc. Cert. in Financial Management; Financial Planning (Honors), Financial Planning
Financial Planners Standards Council 1998 — 2000
CFP (Certified Financial Planner), Financial Planning
Joe Treccariche's Transamerica Life Experience 1997 - 2007
Job Operations Performance Specialist at Zurich Financial Services
Industry Insurance
Experience
Zurich North America April 2011 - Present
Humana November 2007 - April 2011
Transamerica February 1997 - June 2007
Transamerica Life 1997 - 2007
Transamerica Life Companies 1997 - 2007
Skills
Life Insurance, Health Insurance, Insurance, Financial Analysis, Process Improvement, Risk Management, Strategic Financial..., Underwriting, Vendor Management
Education
University of Missouri-Kansas City 1996 — 2001
Master of Business Administration, Management of Information Systems
University of Missouri-Kansas City 1992 — 1996
Bachelor of Business Administration, Business
Zurich North America April 2011 - Present
Humana November 2007 - April 2011
Transamerica February 1997 - June 2007
Transamerica Life 1997 - 2007
Transamerica Life Companies 1997 - 2007
Skills
Life Insurance, Health Insurance, Insurance, Financial Analysis, Process Improvement, Risk Management, Strategic Financial..., Underwriting, Vendor Management
Education
University of Missouri-Kansas City 1996 — 2001
Master of Business Administration, Management of Information Systems
University of Missouri-Kansas City 1992 — 1996
Bachelor of Business Administration, Business
Jonna Brandel's Transamerica Life Experience 1994 - 2003
Job The Lion Partnership USA
Industry Insurance
Experience
The Lion Partnership - USA March 2010 - Present
Expense Reduction Analysts February 2008 - February 2010
Expense Reduction Analysts May 2006 - February 2008
AEGON 1999 - 2003
Transamerica Life 1994 - 2003
Transamerica 1994 - 2003
Education
Rockhurst University 1991 — 1993
MBA, Management
University of Missouri-Columbia, College of Business 1987 — 1991
BSBA, Human Resource Management
The Lion Partnership - USA March 2010 - Present
Expense Reduction Analysts February 2008 - February 2010
Expense Reduction Analysts May 2006 - February 2008
AEGON 1999 - 2003
Transamerica Life 1994 - 2003
Transamerica 1994 - 2003
Education
Rockhurst University 1991 — 1993
MBA, Management
University of Missouri-Columbia, College of Business 1987 — 1991
BSBA, Human Resource Management
Martha Eberhart's Transamerica Life Experience 1994 - 2008
Job Senior Performance/Capacity Specialist at Blue Cross Blue Shield of Kansas
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Kansas July 2008 - Present
Transamerica Life 1994 - 2008
Transamerica 1994 - 2008
Transamerica / AEGON 1994 - 2008
Transamerica Life Insurance 1994 - 2008
Transamerica Occidental Life Insurance Company (AEGON) 1994 - 2008
Education
Baker University 1980 — 1984
Blue Cross Blue Shield of Kansas July 2008 - Present
Transamerica Life 1994 - 2008
Transamerica 1994 - 2008
Transamerica / AEGON 1994 - 2008
Transamerica Life Insurance 1994 - 2008
Transamerica Occidental Life Insurance Company (AEGON) 1994 - 2008
Education
Baker University 1980 — 1984
Paul Reaburn's Transamerica Life Experience January 2002 - March 2005
Job at
Industry Financial Services
Experience
Foresters August 2014 - Present
Foresters August 2012 - July 2014
Dion Durrell & Associates September 2009 - July 2012
AEGON April 2005 - September 2008
Aegon Canada January 2005 - September 2008
Transamerica Life January 2002 - March 2005
Aegon October 1997 - December 2002
IOF Foresters 1979 - 1997
Independent Order of Foresters 1979 - 1997
Skills
Pensions, Actuarial Science, Fixed Annuities, Reinsurance, Insurance, Asset Management, ALM, Finance, Financial Advisory, Financial Analysis, Financial Risk, Financial Services, Investments, Leadership, Life Insurance, Mergers, Retirement, Risk Management, Solvency II, Strategic Financial..., Underwriting, Wealth Management, Portfolio Management, Financial Modeling, Strategic Planning, Mutual Funds, Enterprise Risk..., Valuation
Education
University of Waterloo 1976 — 1979
Bachelor of Mathematics, Actuarial Science
Queen's University 1975 — 1979
Foresters August 2014 - Present
Foresters August 2012 - July 2014
Dion Durrell & Associates September 2009 - July 2012
AEGON April 2005 - September 2008
Aegon Canada January 2005 - September 2008
Transamerica Life January 2002 - March 2005
Aegon October 1997 - December 2002
IOF Foresters 1979 - 1997
Independent Order of Foresters 1979 - 1997
Skills
Pensions, Actuarial Science, Fixed Annuities, Reinsurance, Insurance, Asset Management, ALM, Finance, Financial Advisory, Financial Analysis, Financial Risk, Financial Services, Investments, Leadership, Life Insurance, Mergers, Retirement, Risk Management, Solvency II, Strategic Financial..., Underwriting, Wealth Management, Portfolio Management, Financial Modeling, Strategic Planning, Mutual Funds, Enterprise Risk..., Valuation
Education
University of Waterloo 1976 — 1979
Bachelor of Mathematics, Actuarial Science
Queen's University 1975 — 1979
Istvan Boda's Transamerica Life Experience August 1998 - April 2001
Job Business System Analyst at McMaster University
Industry Information Technology and Services
Experience
McMaster University December 2013 - Present
BlackBerry November 2010 - August 2013
Hewlett-Packard April 2007 - November 2010
CGI September 2004 - April 2007
CGI April 2001 - September 2004
Transamerica Life August 1998 - April 2001
LaSalle Group - Canada October 1996 - August 1998
Skills
Incident Management, Service Delivery, IT Service Management, ITIL, Disaster Recovery, IT Operations, Business Analysis, IT Management, Service Management, Infrastructure, Business Continuity, IT Strategy, PMP, Management, System Deployment, Solution Architecture, PMO, Servers, SDLC, Enterprise Architecture, Experienced Business..., Requirements Gathering, Business Process, Problem Management, Requirements Analysis, Business Requirements, SLA, System Testing, Facilitation, Communication, Problem Solving, Analytical Skills, Documentation, Presentation Skills, Conflict Resolution, Relationship Building, Interviewing, Prioritization, Project Management, Research, Technical, Technical Analysis, Modeling
Education
Universitatea „Babeș-Bolyai” din Cluj-Napoca 1989 — 1994
Bachelor’s Degree, Physical Sciences
McMaster University December 2013 - Present
BlackBerry November 2010 - August 2013
Hewlett-Packard April 2007 - November 2010
CGI September 2004 - April 2007
CGI April 2001 - September 2004
Transamerica Life August 1998 - April 2001
LaSalle Group - Canada October 1996 - August 1998
Skills
Incident Management, Service Delivery, IT Service Management, ITIL, Disaster Recovery, IT Operations, Business Analysis, IT Management, Service Management, Infrastructure, Business Continuity, IT Strategy, PMP, Management, System Deployment, Solution Architecture, PMO, Servers, SDLC, Enterprise Architecture, Experienced Business..., Requirements Gathering, Business Process, Problem Management, Requirements Analysis, Business Requirements, SLA, System Testing, Facilitation, Communication, Problem Solving, Analytical Skills, Documentation, Presentation Skills, Conflict Resolution, Relationship Building, Interviewing, Prioritization, Project Management, Research, Technical, Technical Analysis, Modeling
Education
Universitatea „Babeș-Bolyai” din Cluj-Napoca 1989 — 1994
Bachelor’s Degree, Physical Sciences
Jay Orr's Transamerica Life Experience 1997 - 2007
Job Programmer/Analyst at Commerce Bank NA.
Industry Computer Software
Experience
Commerce Bank NA. September 2007 - Present
Transamerica May 1997 - August 2007
Transamerica Life 1997 - 2007
Skills
SQL, C#, Microsoft SQL Server, XML, COBOL, Crystal Reports, Visual Basic
Education
Missouri Western State University 1994 — 1996
Bachelor of Technology (B.Tech.), Computer and Information Systems Security/Information Assurance
University of Missouri-Kansas City 1989 — 1992
BFA, Directing and Theatrical Production
Commerce Bank NA. September 2007 - Present
Transamerica May 1997 - August 2007
Transamerica Life 1997 - 2007
Skills
SQL, C#, Microsoft SQL Server, XML, COBOL, Crystal Reports, Visual Basic
Education
Missouri Western State University 1994 — 1996
Bachelor of Technology (B.Tech.), Computer and Information Systems Security/Information Assurance
University of Missouri-Kansas City 1989 — 1992
BFA, Directing and Theatrical Production
Erich Zegers's Transamerica Life Experience May 1985 - August 2008
Job Independent Insurance Professional
Industry Insurance
Experience
Transamerica September 2003 - August 2008
Transamerica Life May 1985 - August 2008
Early Retirement- Transamerica Life 1985 - August 2008
Transamerica Occidental Life Insurance September 1985 - September 2003
Skills
Management, Training, Customer Service, Leadership, Insurance, Call Center, Life Insurance, Underwriting, Fixed Annuities, Employee Benefits, Call Centers
Education
California State University-Los Angeles
Business
Transamerica September 2003 - August 2008
Transamerica Life May 1985 - August 2008
Early Retirement- Transamerica Life 1985 - August 2008
Transamerica Occidental Life Insurance September 1985 - September 2003
Skills
Management, Training, Customer Service, Leadership, Insurance, Call Center, Life Insurance, Underwriting, Fixed Annuities, Employee Benefits, Call Centers
Education
California State University-Los Angeles
Business
Jim Bowman's Transamerica Life Experience 1998 - 2005
Job President, Life at AdvisorsExcel
Industry Insurance
Experience
AdvisorsExcel March 2010 - Present
Summt Alliance April 2007 - January 2010
AXA Equitable 2005 - 2005
Transamerica Life 1998 - 2005
Education
Purdue University 1981 — 1985
B. A., Public Relations
AdvisorsExcel March 2010 - Present
Summt Alliance April 2007 - January 2010
AXA Equitable 2005 - 2005
Transamerica Life 1998 - 2005
Education
Purdue University 1981 — 1985
B. A., Public Relations
Jack Polsky's Transamerica Life Experience January 2010 - Present
Job Managing Partner at Wellington International Trading
Industry Financial Services
Experience
Transamerica Life January 2010 - Present
Wellington International Trading January 2008 - Present
BLN Securities January 2010 - December 2012
Skills
Trading, Fixed Income, Bloomberg, Series 7, Bonds, Hedge Funds, Capital Markets, Equities, Asset Management, Securities, Portfolio Management, Series 63, Alternative Investments, Structured Products, Electronic Trading, Final Expense Planning, Insurance, Investment Strategies, Asset Allocation, Series 24
Education
Boston University 1975 — 1978
Transamerica Life January 2010 - Present
Wellington International Trading January 2008 - Present
BLN Securities January 2010 - December 2012
Skills
Trading, Fixed Income, Bloomberg, Series 7, Bonds, Hedge Funds, Capital Markets, Equities, Asset Management, Securities, Portfolio Management, Series 63, Alternative Investments, Structured Products, Electronic Trading, Final Expense Planning, Insurance, Investment Strategies, Asset Allocation, Series 24
Education
Boston University 1975 — 1978
Barry Moldovan's Transamerica Life Experience January 2011 - Present
Job Transamerica Life, Agent
Industry Insurance
Experience
Transamerica Life January 2011 - Present
Education
Pratt Institute 1973 — 1977
BFA, Painting
Seton Hill University
Transamerica Life January 2011 - Present
Education
Pratt Institute 1973 — 1977
BFA, Painting
Seton Hill University
Elizabeth Pitts's Transamerica Life Experience September 2010 - December 2013
Job HealthMarkets
Industry Insurance
Experience
State National Companies December 2014 - Present
Axios Valuation Solutions September 2014 - December 2014
HealthMarkets, Inc. December 2013 - September 2014
Transamerica Life September 2010 - December 2013
HealthMarkets February 1998 - September 2010
Skills
Legal Research, Insurance, Training, Analysis, Management, Research, Teamwork, Time Management, Claim, Disability Insurance, Leadership, Health Insurance, Process Improvement, Employee Benefits, Customer Service, Medicare
Education
Tarrant County College
State National Companies December 2014 - Present
Axios Valuation Solutions September 2014 - December 2014
HealthMarkets, Inc. December 2013 - September 2014
Transamerica Life September 2010 - December 2013
HealthMarkets February 1998 - September 2010
Skills
Legal Research, Insurance, Training, Analysis, Management, Research, Teamwork, Time Management, Claim, Disability Insurance, Leadership, Health Insurance, Process Improvement, Employee Benefits, Customer Service, Medicare
Education
Tarrant County College
Nathalie Sigerist's Transamerica Life Experience June 1999 - June 2000
Job Payroll and Benefits Professional
Industry Human Resources
Experience
Maritime Life September 2002 - July 2003
Transamerica Life June 1999 - June 2000
Transamerica Life March 1998 - June 1999
Transamerica Life November 1996 - March 1998
Transamerica Life October 1995 - November 1996
John Michael's Place June 1994 - October 1995
CN Tower July 1990 - September 1994
Consumer Contact Ltd October 1991 - February 1993
Education
Douglas College 2010 — 2011
Canadian Payroll Legislation
Dalhousie University 2003 — 2003
Certified Employee Benefit Specialist
Ryerson University 2002 — 2003
Human Resources Management, Organizational Behaviour
LOMA 1998 — 1999
LOMA 1 and 2, Loma Marketing, Loma Customer Service
Concordia University 1998 — 1998
Marketing
Maritime Life September 2002 - July 2003
Transamerica Life June 1999 - June 2000
Transamerica Life March 1998 - June 1999
Transamerica Life November 1996 - March 1998
Transamerica Life October 1995 - November 1996
John Michael's Place June 1994 - October 1995
CN Tower July 1990 - September 1994
Consumer Contact Ltd October 1991 - February 1993
Education
Douglas College 2010 — 2011
Canadian Payroll Legislation
Dalhousie University 2003 — 2003
Certified Employee Benefit Specialist
Ryerson University 2002 — 2003
Human Resources Management, Organizational Behaviour
LOMA 1998 — 1999
LOMA 1 and 2, Loma Marketing, Loma Customer Service
Concordia University 1998 — 1998
Marketing
Don Antie Jr's Transamerica Life Experience July 2007 - June 2012
Job Western and Southern Financial Insurance and Investments
Industry Insurance
Experience
Western and Southern Financial March 2014 - Present
TransAmerica Life July 2007 - June 2012
Skills
Insurance, Life Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Retirement Planning, Long-term Care, Retirement, General Insurance, Commercial Insurance, Whole Life, Medicare, IRAs
Education
Louisiana Tech University 1989 — 1995
Bachelor's degree, History
Live Oak High 1985 — 1989
Western and Southern Financial March 2014 - Present
TransAmerica Life July 2007 - June 2012
Skills
Insurance, Life Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Retirement Planning, Long-term Care, Retirement, General Insurance, Commercial Insurance, Whole Life, Medicare, IRAs
Education
Louisiana Tech University 1989 — 1995
Bachelor's degree, History
Live Oak High 1985 — 1989
dianne henley's Transamerica Life Experience May 2012 - December 2012
Job QA Analyst at EXL
Industry Information Technology and Services
Experience
EXL February 2013 - Present
Transamerica Life May 2012 - December 2012
Trinity August 2007 - May 2012
Dearborn National Life Insurance January 2004 - January 2008
Americo Life Insurance January 2002 - January 2004
CSC January 1997 - January 2002
Americo Life Insurance January 1987 - January 1997
Skills
Testing, Software Documentation, Quality Assurance, Access, System Testing, Test Planning, Business Requirements, Regression Testing, Test Cases, Management, Training, Project Planning, User Acceptance Testing
Education
Lamar University
Business Administration, General Business
Lamar University
BBA, Business
EXL February 2013 - Present
Transamerica Life May 2012 - December 2012
Trinity August 2007 - May 2012
Dearborn National Life Insurance January 2004 - January 2008
Americo Life Insurance January 2002 - January 2004
CSC January 1997 - January 2002
Americo Life Insurance January 1987 - January 1997
Skills
Testing, Software Documentation, Quality Assurance, Access, System Testing, Test Planning, Business Requirements, Regression Testing, Test Cases, Management, Training, Project Planning, User Acceptance Testing
Education
Lamar University
Business Administration, General Business
Lamar University
BBA, Business
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO