AEGON Company
Industry: Insurance company
DescriptionAegon UK is a pension, insurance and investment company based in Edinburgh, Scotland. Aegon UK is the brand name for Scottish Equitable plc and it is a subsidiary of Aegon N.V. a multi-national life insurance, pension and asset management company headquartered in The Hague, Netherlands. Headquarters: Edinburgh CEO: Adrian Grace (2011–) Founded: 1983 Subsidiaries: Cofunds Limited, Origen Financial Services Limited, Parent organizations: Aegon N.V., Aegon Holdings (u K) Ltd
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AEGON Employees
Employee
Years
Job
Industry
Austin Johnk Austin Johnk's AEGON Experience June 2015 - July 2015
Job Investment Operations Associate at Aegon
Industry
Experience
American Equity August 2015 - Present
Aegon June 2015 - July 2015
Strategic Financial Solutions, LLC May 2014 - August 2014
Principal Financial Group October 2013 - March 2014
Arganbright Land Improvement LLC May 2009 - August 2013
Coulters Panorama Marine May 2010 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, English, Time Management, Social Networking, Social Media, Event Planning, Leadership
Education
University of Northern Iowa 2011 — 2015
Bachelor's degree, Finance
University of Northern Iowa 2011 — 2015
Minor: Economics
University of Northern Iowa 2011 — 2015
Bachelor's degree, Accounting
Panorama
American Equity August 2015 - Present
Aegon June 2015 - July 2015
Strategic Financial Solutions, LLC May 2014 - August 2014
Principal Financial Group October 2013 - March 2014
Arganbright Land Improvement LLC May 2009 - August 2013
Coulters Panorama Marine May 2010 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, English, Time Management, Social Networking, Social Media, Event Planning, Leadership
Education
University of Northern Iowa 2011 — 2015
Bachelor's degree, Finance
University of Northern Iowa 2011 — 2015
Minor: Economics
University of Northern Iowa 2011 — 2015
Bachelor's degree, Accounting
Panorama
Terrence Burner Terrence Burner's AEGON Experience March 2005 - January 2007
Job Managing Partner
Industry Financial Services
Experience
CalChoice Financial February 2015 - Present
Sterling Investment Advisor January 2009 - February 2015
AEGON March 2005 - January 2007
Skills
Retirement Planning, Financial Advisory, Life Insurance, Retirement, Estate Planning, Finance, Wealth Management, Insurance, Risk Management
Education
University of Phoenix 2006 — 2009
BS, Finance
John Sperling School of Business 2006 — 2008
BS, Global Business Management
High School
CalChoice Financial February 2015 - Present
Sterling Investment Advisor January 2009 - February 2015
AEGON March 2005 - January 2007
Skills
Retirement Planning, Financial Advisory, Life Insurance, Retirement, Estate Planning, Finance, Wealth Management, Insurance, Risk Management
Education
University of Phoenix 2006 — 2009
BS, Finance
John Sperling School of Business 2006 — 2008
BS, Global Business Management
High School
Dennis Jasper, PMP Dennis Jasper, PMP's AEGON Experience October 2007 - September 2012
Job Lead IT Project Manager at Transamerica
Industry Insurance
Experience
Transamerica October 2012 - Present
AEGON October 2007 - September 2012
Bristol Myers Squibb May 1999 - August 2000
Skills
Risk Management, ITIL, Project Management, Business Continuity, Process Improvement, Business Analysis, Governance, Disaster Recovery, SDLC, Project Portfolio..., IT Management, Requirements Gathering, Visio, IT Service Management, Project Delivery, Requirements Analysis, PMP, Information Technology, IT Operations
Education
University of Northern Iowa 1986 — 1990
BA, Mathematics Education
University of Northern Iowa 1986 — 1990
Transamerica October 2012 - Present
AEGON October 2007 - September 2012
Bristol Myers Squibb May 1999 - August 2000
Skills
Risk Management, ITIL, Project Management, Business Continuity, Process Improvement, Business Analysis, Governance, Disaster Recovery, SDLC, Project Portfolio..., IT Management, Requirements Gathering, Visio, IT Service Management, Project Delivery, Requirements Analysis, PMP, Information Technology, IT Operations
Education
University of Northern Iowa 1986 — 1990
BA, Mathematics Education
University of Northern Iowa 1986 — 1990
Ben Wadsley Ben Wadsley's AEGON Experience 2002 - July 2013
Job Head of Product Management, Investments & Retirement
Industry Insurance
Experience
Transamerica July 2014 - Present
Transamerica July 2013 - July 2014
AEGON 2002 - July 2013
Education
University of Northern Iowa
Bachelor's degree, Mathematics : Actuarial Science
Transamerica July 2014 - Present
Transamerica July 2013 - July 2014
AEGON 2002 - July 2013
Education
University of Northern Iowa
Bachelor's degree, Mathematics : Actuarial Science
Nicholas Hodge Nicholas Hodge's AEGON Experience November 2008 - January 2010
Job Actor
Industry Entertainment
Experience
Self Employed May 2005 - Present
Troupe America Inc January 2014 - May 2014
The Old Creamery Theatre Company May 2013 - December 2013
The Old Creamery Theatre Company January 2010 - May 2013
Aegon November 2008 - January 2010
Stephen Sondheim Center for the Performing Arts May 2009 - July 2009
The National Theatre for Children September 2007 - November 2007
Pearson Educational Measurement June 2005 - February 2006
Fresh Beginnings Bakery January 2001 - May 2005
Skills
Theatre, Musical Theatre, Acting, Stage Lighting, Dance, Singing, Music, Stage, Performing Arts, Public Speaking, Improvisation, Directing, Entertainment, Video Production, Public Relations, Stage Management, Comedy, Film, Plays, Theatrical Production, Voice Over, Technical Direction
Education
University of Northern Iowa 2001 — 2005
BA, Theatre/Acting, 3.75
Linn Mar High School 1998 — 2001
High School Diploma, General
Self Employed May 2005 - Present
Troupe America Inc January 2014 - May 2014
The Old Creamery Theatre Company May 2013 - December 2013
The Old Creamery Theatre Company January 2010 - May 2013
Aegon November 2008 - January 2010
Stephen Sondheim Center for the Performing Arts May 2009 - July 2009
The National Theatre for Children September 2007 - November 2007
Pearson Educational Measurement June 2005 - February 2006
Fresh Beginnings Bakery January 2001 - May 2005
Skills
Theatre, Musical Theatre, Acting, Stage Lighting, Dance, Singing, Music, Stage, Performing Arts, Public Speaking, Improvisation, Directing, Entertainment, Video Production, Public Relations, Stage Management, Comedy, Film, Plays, Theatrical Production, Voice Over, Technical Direction
Education
University of Northern Iowa 2001 — 2005
BA, Theatre/Acting, 3.75
Linn Mar High School 1998 — 2001
High School Diploma, General
Ciana Pike Ciana Pike's AEGON Experience May 2009 - September 2011
Job at
Industry Insurance
Experience
Transamerica Life Insurance Company March 2014 - Present
Transamerica Life Insurance Company February 2013 - March 2014
Honkamp Krueger & Co., P.C. September 2011 - February 2013
AEGON May 2009 - September 2011
BankIowa September 2008 - May 2009
TrueNorth Companies April 2005 - December 2007
OHE Industries LLC December 2004 - March 2005
Education
Mount Mercy University 2010 — 2013
Hamilton Business College 2004 — 2005
Accounting Associate's
University of Northern Iowa 1997 — 2001
BA, Leisure Services
Transamerica Life Insurance Company March 2014 - Present
Transamerica Life Insurance Company February 2013 - March 2014
Honkamp Krueger & Co., P.C. September 2011 - February 2013
AEGON May 2009 - September 2011
BankIowa September 2008 - May 2009
TrueNorth Companies April 2005 - December 2007
OHE Industries LLC December 2004 - March 2005
Education
Mount Mercy University 2010 — 2013
Hamilton Business College 2004 — 2005
Accounting Associate's
University of Northern Iowa 1997 — 2001
BA, Leisure Services
Darryl Brooks Darryl Brooks's AEGON Experience September 2008 - May 2009
Job Ret. HR Generalist & FSI IC
Industry Human Resources
Experience
Independent Contractor February 2012 - February 2014
Aflac June 2009 - January 2012
AEGON September 2008 - May 2009
Help Worldwide March 2008 - July 2008
Decore-ative Specialties, Inc./ Custom Cabinet Components February 2006 - November 2006
Wells Fargo,NA October 2003 - September 2005
P & D Appliance August 2001 - October 2003
DM Stone - Recruitment Solutions November 1999 - May 2001
Brooks & Flynn, Inc. January 1981 - March 1999
Skills
Employee Benefits, Human Resources, Employee Relations, Recruiting, Sales, Customer Service, Coaching, Training, Payroll, Strategic Planning, Management, Time Management, Interviews, Insurance, Team Building, Social Media, Performance Management, HRIS, PeopleSoft, Program Management, Deferred Compensation, Access, Microsoft Office, Start-ups, Microsoft Excel, PowerPoint, Outlook, Temporary Placement, Leadership Development, Budgets, Lotus Notes, Learning Management..., Social Networking, HR Policies, E&O/Key Employee...
Education
University of San Francisco 2001 — 2004
Bachelor of Science, Organizational Behavior
Independent Contractor February 2012 - February 2014
Aflac June 2009 - January 2012
AEGON September 2008 - May 2009
Help Worldwide March 2008 - July 2008
Decore-ative Specialties, Inc./ Custom Cabinet Components February 2006 - November 2006
Wells Fargo,NA October 2003 - September 2005
P & D Appliance August 2001 - October 2003
DM Stone - Recruitment Solutions November 1999 - May 2001
Brooks & Flynn, Inc. January 1981 - March 1999
Skills
Employee Benefits, Human Resources, Employee Relations, Recruiting, Sales, Customer Service, Coaching, Training, Payroll, Strategic Planning, Management, Time Management, Interviews, Insurance, Team Building, Social Media, Performance Management, HRIS, PeopleSoft, Program Management, Deferred Compensation, Access, Microsoft Office, Start-ups, Microsoft Excel, PowerPoint, Outlook, Temporary Placement, Leadership Development, Budgets, Lotus Notes, Learning Management..., Social Networking, HR Policies, E&O/Key Employee...
Education
University of San Francisco 2001 — 2004
Bachelor of Science, Organizational Behavior
Mike Casali Mike Casali's AEGON Experience January 2008 - July 2011
Job Senior Mgr / Asst Director, Technology Services at Transamerica
Industry Insurance
Experience
Transamerica November 2012 - Present
Transamerica Life Insurance Company February 2011 - November 2012
AEGON January 2008 - July 2011
AEGON February 1999 - January 2008
AEGON January 1995 - February 1999
Skills
IVR, CTI, Call Center, Application Development, Java, SQL, Requirements Analysis, Insurance, Visio, VB.NET, ASP, Enterprise Architecture, Software Development, Call Centers, Database Design, Databases, Disaster Recovery, Management, Software Documentation, SDLC, SOA, Vendor Management, MS Project, IT Management, Microsoft SQL Server, SharePoint, Business Analysis, Business Intelligence, Software Project..., Visual Basic, Process Improvement, Systems Analysis, Requirements Gathering, COBOL, PL/SQL, Web Services, XML, Solution Architecture, Agile Project Management, Oracle, Data Warehousing, Access, Analysis, Agile Methodologies, Integration
Education
University of South Florida 1991 — 1994
BS, Physics
Transamerica November 2012 - Present
Transamerica Life Insurance Company February 2011 - November 2012
AEGON January 2008 - July 2011
AEGON February 1999 - January 2008
AEGON January 1995 - February 1999
Skills
IVR, CTI, Call Center, Application Development, Java, SQL, Requirements Analysis, Insurance, Visio, VB.NET, ASP, Enterprise Architecture, Software Development, Call Centers, Database Design, Databases, Disaster Recovery, Management, Software Documentation, SDLC, SOA, Vendor Management, MS Project, IT Management, Microsoft SQL Server, SharePoint, Business Analysis, Business Intelligence, Software Project..., Visual Basic, Process Improvement, Systems Analysis, Requirements Gathering, COBOL, PL/SQL, Web Services, XML, Solution Architecture, Agile Project Management, Oracle, Data Warehousing, Access, Analysis, Agile Methodologies, Integration
Education
University of South Florida 1991 — 1994
BS, Physics
Abel Henry, SPHR's AEGON Experience April 2001 - March 2002
Job Director, Talent Management at CineMassive Displays
Industry Information Technology and Services
Experience
CineMassive Displays November 2009 - Present
Allied Athlete Group April 2009 - October 2009
Goodlife.com March 2008 - June 2008
Robert Half Technology March 2007 - October 2007
The Black Star Project October 2006 - March 2007
QualityHealth October 2005 - June 2006
Sarcom June 2005 - October 2005
HydraGenX March 2002 - April 2005
Aegon April 2001 - March 2002
Columbia Presbyterian Hospital August 2000 - October 2001
Skills
Project Management, Analysis, Negotiation, Cross-functional..., Workforce Development, Visio, Strategic Planning, Vendor Management, Program Management, SharePoint, Cross-functional Team..., Integration, Coaching, Entrepreneurship, Account Management, Sales, Process Improvement, Leadership, Business Development, Team Building, Management, Recruiting, Training, CRM, Talent Management, Sourcing, Human Resources, Consulting, Onboarding, Interviews, Sales Management
Education
University of South Florida 1995 — 1999
BS
Williams College 1988 — 1990
The Lawrenceville School 1984 — 1988
H.S.
CineMassive Displays November 2009 - Present
Allied Athlete Group April 2009 - October 2009
Goodlife.com March 2008 - June 2008
Robert Half Technology March 2007 - October 2007
The Black Star Project October 2006 - March 2007
QualityHealth October 2005 - June 2006
Sarcom June 2005 - October 2005
HydraGenX March 2002 - April 2005
Aegon April 2001 - March 2002
Columbia Presbyterian Hospital August 2000 - October 2001
Skills
Project Management, Analysis, Negotiation, Cross-functional..., Workforce Development, Visio, Strategic Planning, Vendor Management, Program Management, SharePoint, Cross-functional Team..., Integration, Coaching, Entrepreneurship, Account Management, Sales, Process Improvement, Leadership, Business Development, Team Building, Management, Recruiting, Training, CRM, Talent Management, Sourcing, Human Resources, Consulting, Onboarding, Interviews, Sales Management
Education
University of South Florida 1995 — 1999
BS
Williams College 1988 — 1990
The Lawrenceville School 1984 — 1988
H.S.
Kerri Dohring Kerri Dohring's AEGON Experience May 2000 - June 2004
Job Certified Business Development Coach
Industry Professional Training & Coaching
Experience
FastTrack2Coaching September 2013 - Present
iPEC Coaching December 2013 - Present
Liv4Success January 2013 - Present
HSBC Mortgage Services September 2008 - Present
HSBC September 2005 - September 2008
Independent Financial Partners June 2004 - September 2005
AEGON May 2000 - June 2004
AEGON March 1998 - April 2000
AEGON July 1997 - March 1998
Skills
Coaching, Training, Employee Engagement, Executive Coaching, Change Management, Management, Talent Management, Leadership, Employee Training, Team Leadership, Internal Communications, Public Speaking, Leadership Development, Strategic Planning, Succession Planning, Performance Management, Human Resources, Program Management, Vendor Management, Process Improvement, Sales, Interviews, Employee Relations, Team Building, Onboarding, Customer Service, Business Process..., Strategic Communications, Insurance, CRM, Recruiting, Strategy, Banking, Risk Management, Workshop Facilitation, Organizational..., Call Centers, Talent Acquisition, Employee Benefits, Executive Management, Mortgage Lending, Business Analysis, College Recruiting, Analysis, Business Development, Financial Services, Relationship Management, Business Coaching, Life Coaching
Education
Institute for Professional Excellence in Coaching (IPEC) 2012 — 2013
Certification, Certified as a Professional Life Coach
International Coaching Federation
Credential, Associate Cetified Coach
University of South Florida 1991 — 1994
BA, Communications and Professional Writing
FastTrack2Coaching September 2013 - Present
iPEC Coaching December 2013 - Present
Liv4Success January 2013 - Present
HSBC Mortgage Services September 2008 - Present
HSBC September 2005 - September 2008
Independent Financial Partners June 2004 - September 2005
AEGON May 2000 - June 2004
AEGON March 1998 - April 2000
AEGON July 1997 - March 1998
Skills
Coaching, Training, Employee Engagement, Executive Coaching, Change Management, Management, Talent Management, Leadership, Employee Training, Team Leadership, Internal Communications, Public Speaking, Leadership Development, Strategic Planning, Succession Planning, Performance Management, Human Resources, Program Management, Vendor Management, Process Improvement, Sales, Interviews, Employee Relations, Team Building, Onboarding, Customer Service, Business Process..., Strategic Communications, Insurance, CRM, Recruiting, Strategy, Banking, Risk Management, Workshop Facilitation, Organizational..., Call Centers, Talent Acquisition, Employee Benefits, Executive Management, Mortgage Lending, Business Analysis, College Recruiting, Analysis, Business Development, Financial Services, Relationship Management, Business Coaching, Life Coaching
Education
Institute for Professional Excellence in Coaching (IPEC) 2012 — 2013
Certification, Certified as a Professional Life Coach
International Coaching Federation
Credential, Associate Cetified Coach
University of South Florida 1991 — 1994
BA, Communications and Professional Writing
Emily Meyers Emily Meyers's AEGON Experience January 2011 - August 2011
Job Asset Manager at AEGON USA Realty Advisors, LLC
Industry Real Estate
Experience
Aegon USA Realty Advisors July 2015 - Present
AEGON USA Realty Advisors, LLC 2011 - July 2015
AEGON January 2011 - August 2011
John Deere May 2008 - December 2010
Education
University of Northern Iowa 2007 — 2011
Finance and Real Estate, Minor in Economics
Aegon USA Realty Advisors July 2015 - Present
AEGON USA Realty Advisors, LLC 2011 - July 2015
AEGON January 2011 - August 2011
John Deere May 2008 - December 2010
Education
University of Northern Iowa 2007 — 2011
Finance and Real Estate, Minor in Economics
Benjamin Newcomb Benjamin Newcomb's AEGON Experience January 2011 - August 2011
Job Home Mortgage Consultant at Wells Fargo Home Mortgage | NMLSR ID 929696
Industry Real Estate
Experience
Wells Fargo Home Mortgage June 2012 - Present
AEGON January 2011 - August 2011
Skills
Yardi Voyager, Word, Excel, Data Entry, Sales, Social Networking, 10 Key, Analysis, Organization, Asset Managment, Mortgage Lending, Loans, Investment Properties, Real Estate Transactions, Loan Origination, Asset Management, Microsoft Excel, Underwriting, Mortgage Servicing, Microsoft Office 2007, Mortgage Banking, Facebook, Finance, Mortgage Underwriting
Education
University of Northern Iowa 2007 — 2012
Bachelors, Finance/Real Estate
Wells Fargo Home Mortgage June 2012 - Present
AEGON January 2011 - August 2011
Skills
Yardi Voyager, Word, Excel, Data Entry, Sales, Social Networking, 10 Key, Analysis, Organization, Asset Managment, Mortgage Lending, Loans, Investment Properties, Real Estate Transactions, Loan Origination, Asset Management, Microsoft Excel, Underwriting, Mortgage Servicing, Microsoft Office 2007, Mortgage Banking, Facebook, Finance, Mortgage Underwriting
Education
University of Northern Iowa 2007 — 2012
Bachelors, Finance/Real Estate
Joshua Hemann Joshua Hemann's AEGON Experience September 2006 - April 2008
Job Account Manager at ARJ Infusion Services
Industry Hospital & Health Care
Experience
ARJ Infusion Services May 2015 - Present
ARJ Infusion Services May 2014 - May 2015
Black Hawk Insurance Services, Inc September 2010 - May 2014
Farmers & Merchants Savings Bank April 2008 - August 2010
AEGON September 2006 - April 2008
AEGON May 2005 - September 2006
Walmart October 2003 - May 2005
Northwestern Mutual November 2002 - September 2003
Skills
Patient Advocacy, Fundraising, Property & Casualty..., Personal Lines Auto, Commercial Insurance, General Insurance, Crop Insurance, Grant Writing, Asset Protection, Sales, Healthcare, Customer Service, Health Insurance, Marketing, Public Speaking
Education
University of Northern Iowa 2002 — 2005
Bachelors of Arts, Finance
Waldorf College 2000 — 2002
Associate of Arts (AA), General Studies
ARJ Infusion Services May 2015 - Present
ARJ Infusion Services May 2014 - May 2015
Black Hawk Insurance Services, Inc September 2010 - May 2014
Farmers & Merchants Savings Bank April 2008 - August 2010
AEGON September 2006 - April 2008
AEGON May 2005 - September 2006
Walmart October 2003 - May 2005
Northwestern Mutual November 2002 - September 2003
Skills
Patient Advocacy, Fundraising, Property & Casualty..., Personal Lines Auto, Commercial Insurance, General Insurance, Crop Insurance, Grant Writing, Asset Protection, Sales, Healthcare, Customer Service, Health Insurance, Marketing, Public Speaking
Education
University of Northern Iowa 2002 — 2005
Bachelors of Arts, Finance
Waldorf College 2000 — 2002
Associate of Arts (AA), General Studies
Adam McKay Adam McKay's AEGON Experience August 2001 - June 2004
Job CPA / Financial Adviser
Industry Accounting
Experience
Cetera Investment Advisers, LLC December 2010 - Present
Cetera Financial Specialists, LLC August 2010 - Present
Nelson & McKay CPA's, LLC January 2010 - Present
Pender Newkirk & Company June 2005 - January 2010
MetLife June 2004 - June 2005
AEGON August 2001 - June 2004
Skills
Strategic Financial..., Investments, Financial Planners, Tax, Retirement Planning, Asset Management, Accounting, CPA, Finance, Financial Accounting, Income Tax, Retirement, Mergers & Acquisitions, Mutual Funds, Insurance, Financial Planning, Management, Financial Reporting, Financial Analysis
Education
University of South Florida - College of Business Administration 1999 — 2003
Bachelor's, Accounting
University of South Florida-St. Petersburg Campus 1999 — 2003
Master's, Accounting
Cetera Investment Advisers, LLC December 2010 - Present
Cetera Financial Specialists, LLC August 2010 - Present
Nelson & McKay CPA's, LLC January 2010 - Present
Pender Newkirk & Company June 2005 - January 2010
MetLife June 2004 - June 2005
AEGON August 2001 - June 2004
Skills
Strategic Financial..., Investments, Financial Planners, Tax, Retirement Planning, Asset Management, Accounting, CPA, Finance, Financial Accounting, Income Tax, Retirement, Mergers & Acquisitions, Mutual Funds, Insurance, Financial Planning, Management, Financial Reporting, Financial Analysis
Education
University of South Florida - College of Business Administration 1999 — 2003
Bachelor's, Accounting
University of South Florida-St. Petersburg Campus 1999 — 2003
Master's, Accounting
Veronica Borman Veronica Borman's AEGON Experience 2008 - 2009
Job Tax Expert at Intuit
Industry Accounting
Experience
Intuit December 2010 - Present
Clifton Gunderson LLP October 2009 - December 2011
AEGON 2008 - 2009
Deloitte Tax 2001 - 2008
Skills
Corporate Tax, Income Tax, Tax, Tax Accounting
Education
University of Northern Iowa 1989 — 2001
BS, Accounting
Intuit December 2010 - Present
Clifton Gunderson LLP October 2009 - December 2011
AEGON 2008 - 2009
Deloitte Tax 2001 - 2008
Skills
Corporate Tax, Income Tax, Tax, Tax Accounting
Education
University of Northern Iowa 1989 — 2001
BS, Accounting
Samantha Ungs Samantha Ungs's AEGON Experience January 2008 - August 2008
Job Senior Analyst Portfolio Management at ARCP
Industry Commercial Real Estate
Experience
American Realty Capital Properties September 2012 - Present
Keystone Commercial Capital December 2010 - September 2012
Camp Adventure January 2010 - June 2010
3Fueled, LLC August 2009 - December 2009
AEGON January 2008 - August 2008
Skills
Commercial Real Estate..., Investments, Real Estate, Real Estate Financing, Real Estate Investment, Financial Analysis, Real Estate Finance, Life Insurance Lending, Microsoft Office, Real Estate Economics, Investment Properties, Loans, Mortgage Lending, Portfolio Management, Asset Management, Analysis, Valuation, Commercial Mortgages, Commercial Real Estate
Education
University of Northern Iowa 2005 — 2009
Bachelor of Arts, Finance and Real Estate
American Realty Capital Properties September 2012 - Present
Keystone Commercial Capital December 2010 - September 2012
Camp Adventure January 2010 - June 2010
3Fueled, LLC August 2009 - December 2009
AEGON January 2008 - August 2008
Skills
Commercial Real Estate..., Investments, Real Estate, Real Estate Financing, Real Estate Investment, Financial Analysis, Real Estate Finance, Life Insurance Lending, Microsoft Office, Real Estate Economics, Investment Properties, Loans, Mortgage Lending, Portfolio Management, Asset Management, Analysis, Valuation, Commercial Mortgages, Commercial Real Estate
Education
University of Northern Iowa 2005 — 2009
Bachelor of Arts, Finance and Real Estate
Lindee Flater Lindee Flater's AEGON Experience January 2002 - August 2002
Job Mortgage Banker with Pinnacle Financial Group, Inc.
Industry Real Estate
Experience
Northview Holdings, LLC January 2009 - Present
Pinnacle Financial Group January 2003 - Present
Aegon January 2002 - August 2002
Skills
Real Estate Economics, Real Estate, Asset Management, Valuation, Loans, Commercial Real Estate, Real Estate Financing
Education
University of Northern Iowa 1998 — 2002
Bachelor of Arts (BA), Finance, General
Northview Holdings, LLC January 2009 - Present
Pinnacle Financial Group January 2003 - Present
Aegon January 2002 - August 2002
Skills
Real Estate Economics, Real Estate, Asset Management, Valuation, Loans, Commercial Real Estate, Real Estate Financing
Education
University of Northern Iowa 1998 — 2002
Bachelor of Arts (BA), Finance, General
Mikko Erkamaa Mikko Erkamaa's AEGON Experience 1993 - 1994
Job Vice President at Walker & Dunlop
Industry Real Estate
Experience
Walker & Dunlop June 2012 - Present
Grandbridge Real Estate Capital 2001 - June 2012
Captec Net Lease Realty 1999 - 2001
Principal Financial Group 1994 - 1999
AEGON 1993 - 1994
Skills
Investment Properties, Commercial Real Estate, Retail, Property, Sale-Leaseback, Mergers, Industrial Engineering, Real Estate Economics, Real Estate Development, Disposition, Real Estate, Leases, Asset Management, Loans, Portfolio Management, Commercial Mortgages, Finance, Brokerage
Education
University of Northern Iowa 1990 — 1994
BA, Finance
Walker & Dunlop June 2012 - Present
Grandbridge Real Estate Capital 2001 - June 2012
Captec Net Lease Realty 1999 - 2001
Principal Financial Group 1994 - 1999
AEGON 1993 - 1994
Skills
Investment Properties, Commercial Real Estate, Retail, Property, Sale-Leaseback, Mergers, Industrial Engineering, Real Estate Economics, Real Estate Development, Disposition, Real Estate, Leases, Asset Management, Loans, Portfolio Management, Commercial Mortgages, Finance, Brokerage
Education
University of Northern Iowa 1990 — 1994
BA, Finance
Sara Zahrt Sara Zahrt's AEGON Experience November 2004 - April 2007
Job Creative, motivated professional with human resources and administrative background.
Industry Human Resources
Experience
Ashley Furniture HomeStore April 2015 - Present
Kirlin's Hallmark June 2011 - Present
Visalus Sciences / Body By Vi 90 Day Challenge May 2011 - Present
Ashley Furniture HomeStore September 2014 - April 2015
lia sophia January 2009 - 2011
Girl Scouts of Eastern Iowa & Western Illinois November 2009 - September 2010
Cumulus Media November 2007 - June 2009
AEGON November 2004 - April 2007
Kristi's Hallmark November 2003 - June 2006
Alliant Energy 1998 - 2003
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Retail, Facebook, Data Entry, Event Planning, Social Networking
Education
University of Northern Iowa 1987 — 1991
Bachelor's Degree, Public Administration, Human Resource Management
Linn-Mar High School 1983 — 1987
Ashley Furniture HomeStore April 2015 - Present
Kirlin's Hallmark June 2011 - Present
Visalus Sciences / Body By Vi 90 Day Challenge May 2011 - Present
Ashley Furniture HomeStore September 2014 - April 2015
lia sophia January 2009 - 2011
Girl Scouts of Eastern Iowa & Western Illinois November 2009 - September 2010
Cumulus Media November 2007 - June 2009
AEGON November 2004 - April 2007
Kristi's Hallmark November 2003 - June 2006
Alliant Energy 1998 - 2003
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Retail, Facebook, Data Entry, Event Planning, Social Networking
Education
University of Northern Iowa 1987 — 1991
Bachelor's Degree, Public Administration, Human Resource Management
Linn-Mar High School 1983 — 1987
Maureen Garish Maureen Garish's AEGON Experience January 2009 - January 2011
Job Director of Adminstration, New Business at Transamerica
Industry Insurance
Experience
Transamerica August 2012 - Present
Transamerica March 2012 - Present
Transamerica Financial Life Insurance Company January 2011 - March 2012
AEGON January 2009 - January 2011
Skills
Fixed Annuities, Life Insurance, Insurance, Health Insurance, FINRA, Retirement, Retirement Planning, Financial Risk, Financial Services, Financial Planners, Universal Life, Investments, Term Life Insurance, General Insurance
Education
University of South Florida 1992 — 1994
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Transamerica August 2012 - Present
Transamerica March 2012 - Present
Transamerica Financial Life Insurance Company January 2011 - March 2012
AEGON January 2009 - January 2011
Skills
Fixed Annuities, Life Insurance, Insurance, Health Insurance, FINRA, Retirement, Retirement Planning, Financial Risk, Financial Services, Financial Planners, Universal Life, Investments, Term Life Insurance, General Insurance
Education
University of South Florida 1992 — 1994
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Derek Vander Veen Derek Vander Veen's AEGON Experience May 2010 - August 2010
Job Supervisor Loan Administration at Cohen Financial
Industry Commercial Real Estate
Experience
Cohen Financial April 2015 - Present
Resident Homes KC, LLC January 2014 - Present
Cohen Financial March 2015 - April 2015
Cohen Financial March 2014 - March 2015
Cohen Financial November 2011 - February 2014
Cohen Financial May 2011 - November 2011
Heartwood Investments October 2010 - May 2011
University of Northern Iowa January 2010 - December 2010
AEGON May 2010 - August 2010
AEGON August 2009 - January 2010
Skills
Financial Analysis, Banking, Credit, Investments, Real Estate, Loans, Asset Management, Analysis, Outlook, Data Analysis, Financial Reporting, Excel, Word, Investor Reporting, Accounting, Public Speaking, PowerPoint, Residential Investment..., Property Management, Rental Real Estate, Rental Homes, Rental Management, Bridge Loans, Microsoft Excel, Finance, Microsoft Word
Education
University of Northern Iowa 2006 — 2011
Bachelor of Arts, Finance & Real Estate
Cohen Financial April 2015 - Present
Resident Homes KC, LLC January 2014 - Present
Cohen Financial March 2015 - April 2015
Cohen Financial March 2014 - March 2015
Cohen Financial November 2011 - February 2014
Cohen Financial May 2011 - November 2011
Heartwood Investments October 2010 - May 2011
University of Northern Iowa January 2010 - December 2010
AEGON May 2010 - August 2010
AEGON August 2009 - January 2010
Skills
Financial Analysis, Banking, Credit, Investments, Real Estate, Loans, Asset Management, Analysis, Outlook, Data Analysis, Financial Reporting, Excel, Word, Investor Reporting, Accounting, Public Speaking, PowerPoint, Residential Investment..., Property Management, Rental Real Estate, Rental Homes, Rental Management, Bridge Loans, Microsoft Excel, Finance, Microsoft Word
Education
University of Northern Iowa 2006 — 2011
Bachelor of Arts, Finance & Real Estate
Kimberly Logan Salmon Kimberly Logan Salmon's AEGON Experience July 2008 - May 2013
Job Quality Assurance Specialist at Transamerica
Industry Insurance
Experience
Transamerica May 2013 - Present
AEGON July 2008 - May 2013
Rockwell Collins June 2007 - August 2007
Skills
Training, Recruiting, Human Resources, Interviews, Analysis, Time Management, Insurance, Public Speaking, Customer Service
Education
University of Northern Iowa 2004 — 2008
Organizational Communication, Human Resource Management: Training and Development
Transamerica May 2013 - Present
AEGON July 2008 - May 2013
Rockwell Collins June 2007 - August 2007
Skills
Training, Recruiting, Human Resources, Interviews, Analysis, Time Management, Insurance, Public Speaking, Customer Service
Education
University of Northern Iowa 2004 — 2008
Organizational Communication, Human Resource Management: Training and Development
Ashley Orvis Ashley Orvis's AEGON Experience May 2008 - January 2009
Job Financial Intern at VGM Financial Services
Industry Banking
Experience
VGM Financial Services September 2009 - Present
Colliers Turley Martin Tucker May 2009 - August 2009
AEGON May 2008 - January 2009
Education
University of Northern Iowa 2005 — 2010
BA, Finance, Business Teaching
VGM Financial Services September 2009 - Present
Colliers Turley Martin Tucker May 2009 - August 2009
AEGON May 2008 - January 2009
Education
University of Northern Iowa 2005 — 2010
BA, Finance, Business Teaching
Travis Korth, CFA, FRM's AEGON Experience October 2007 - March 2009
Job Assistant Vice President, Investments at Torchmark Corporation
Industry Insurance
Experience
Torchmark Corporation May 2009 - Present
AEGON October 2007 - March 2009
Northwestern Mutual Financial Network January 2007 - September 2007
United Fence Contractors, Inc. August 2002 - January 2007
Skills
Financial Reporting, Excel, Credit, Financial Analysis, Insurance, Investments, Financial Modeling, Portfolio Management, Asset Management, Microsoft Office, Valuation, Economics, Corporate Finance, Microsoft Excel, Budgets, Management, Banking
Education
University of North Texas 2002 — 2007
BBA, Finance
Torchmark Corporation May 2009 - Present
AEGON October 2007 - March 2009
Northwestern Mutual Financial Network January 2007 - September 2007
United Fence Contractors, Inc. August 2002 - January 2007
Skills
Financial Reporting, Excel, Credit, Financial Analysis, Insurance, Investments, Financial Modeling, Portfolio Management, Asset Management, Microsoft Office, Valuation, Economics, Corporate Finance, Microsoft Excel, Budgets, Management, Banking
Education
University of North Texas 2002 — 2007
BBA, Finance
Tina Dallas, PMP's AEGON Experience February 1982 - March 2011
Job Technical Project Manager at New York Life (AARP / Tampa)
Industry Information Technology and Services
Experience
New York Life (AARP / Tampa) April 2011 - Present
AEGON February 1982 - March 2011
AEGON USA, Inc 1982 - March 2011
AEGON 1982 - 2011
Skills
SDLC, Project Management, Visio, PMP, Software Development, Requirements Analysis, IT Management, Business Analysis, Management, Process Improvement, Software Documentation, PMO, Disaster Recovery, Risk Management, Team Management, Project Portfolio..., Data Center, ITIL, Software Project..., Business Continuity, Information Technology, Leadership, Change Management, Enterprise Architecture, Analysis, Vendor Management, System Deployment
Education
University of Phoenix 2000 — 2004
E-Commerce/Electronic Commerce
New York Life (AARP / Tampa) April 2011 - Present
AEGON February 1982 - March 2011
AEGON USA, Inc 1982 - March 2011
AEGON 1982 - 2011
Skills
SDLC, Project Management, Visio, PMP, Software Development, Requirements Analysis, IT Management, Business Analysis, Management, Process Improvement, Software Documentation, PMO, Disaster Recovery, Risk Management, Team Management, Project Portfolio..., Data Center, ITIL, Software Project..., Business Continuity, Information Technology, Leadership, Change Management, Enterprise Architecture, Analysis, Vendor Management, System Deployment
Education
University of Phoenix 2000 — 2004
E-Commerce/Electronic Commerce
Jean Catalano's AEGON Experience 2005 - 2007
Job Director of Finance
Industry Consumer Goods
Experience
Reynolds Consumer Products 2011 - Present
Kellogg Company 2007 - 2011
Aegon 2005 - 2007
Ramsey Quantitative Systems, Inc. (RQSI) 2001 - 2005
United States Army Reserve 1994 - 2005
Education
University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration (BBA)
Reynolds Consumer Products 2011 - Present
Kellogg Company 2007 - 2011
Aegon 2005 - 2007
Ramsey Quantitative Systems, Inc. (RQSI) 2001 - 2005
United States Army Reserve 1994 - 2005
Education
University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration (BBA)
Paul Moes Paul Moes's AEGON Experience March 2006 - June 2011
Job Lead Talent Development Consultant
Industry Investment Management
Experience
Transamerica Life Insurance Company June 2011 - Present
AEGON March 2006 - June 2011
CUNA Mutual Group March 2000 - March 2006
Skills
Business Analysis, Insurance, Change Management, Series 7, Project Management, SDLC, Employee Benefits, Financial Analysis, Relationship Management, Strategic Planning, Investments, Analysis, Process Improvement, Team Building
Education
University of Northern Iowa 1987 — 1991
BA, Business: Finance
Transamerica Life Insurance Company June 2011 - Present
AEGON March 2006 - June 2011
CUNA Mutual Group March 2000 - March 2006
Skills
Business Analysis, Insurance, Change Management, Series 7, Project Management, SDLC, Employee Benefits, Financial Analysis, Relationship Management, Strategic Planning, Investments, Analysis, Process Improvement, Team Building
Education
University of Northern Iowa 1987 — 1991
BA, Business: Finance
Shaun Clasen Shaun Clasen's AEGON Experience January 2006 - April 2010
Job Director of Event Sales at Cedar Rapids Marriott
Industry Hospitality
Experience
Cedar Rapids Marriott July 2012 - Present
Rausch Productions April 2010 - August 2012
AEGON January 2006 - April 2010
AEGON / Life Investors Financial Group 2006 - 2009
2003-2006American Red Cross 2000 - 2006
Four Oaks - STOP 2002 - 2003
Woodward Academy January 2001 - January 2002
Skills
Non-profits, Leadership, Staff Development, Public Speaking, Event Planning, Fundraising, Coaching, Marketing, Social Media, Social Networking, Catering, Recruiting, Public Relations, Management, Nonprofits, Training, Budgets, Time Management, Customer Service
Education
University of Chicago 1999 — 2001
School; Masters of Arts, Social Service Administration; Social Work; Social Administration - Management
University of Northern Iowa 1995 — 1999
Bachelor of Arts, Social Work
Cedar Rapids Marriott July 2012 - Present
Rausch Productions April 2010 - August 2012
AEGON January 2006 - April 2010
AEGON / Life Investors Financial Group 2006 - 2009
2003-2006American Red Cross 2000 - 2006
Four Oaks - STOP 2002 - 2003
Woodward Academy January 2001 - January 2002
Skills
Non-profits, Leadership, Staff Development, Public Speaking, Event Planning, Fundraising, Coaching, Marketing, Social Media, Social Networking, Catering, Recruiting, Public Relations, Management, Nonprofits, Training, Budgets, Time Management, Customer Service
Education
University of Chicago 1999 — 2001
School; Masters of Arts, Social Service Administration; Social Work; Social Administration - Management
University of Northern Iowa 1995 — 1999
Bachelor of Arts, Social Work
Megan Renfer Megan Renfer's AEGON Experience January 2014 - August 2014
Job Investment Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Real Estate Investors June 2015 - Present
Department of Economics University of Northern Iowa January 2013 - May 2015
Aegon January 2014 - August 2014
Department of Languages and Literatures University of Northern Iowa May 2013 - December 2013
Skills
Microsoft Excel, Microsoft Word, ARGUS Valuation, Research, PowerPoint, Microsoft Office
Education
University of Northern Iowa 2011 — 2015
Bachelor's Degree, Finance and Economics, Senior
University of Northern Iowa 2011 — 2015
Bachelor's degree, Finance and Financial Management Services
Principal Real Estate Investors June 2015 - Present
Department of Economics University of Northern Iowa January 2013 - May 2015
Aegon January 2014 - August 2014
Department of Languages and Literatures University of Northern Iowa May 2013 - December 2013
Skills
Microsoft Excel, Microsoft Word, ARGUS Valuation, Research, PowerPoint, Microsoft Office
Education
University of Northern Iowa 2011 — 2015
Bachelor's Degree, Finance and Economics, Senior
University of Northern Iowa 2011 — 2015
Bachelor's degree, Finance and Financial Management Services
Marcia Carter-Spalding Marcia Carter-Spalding's AEGON Experience April 1995 - December 2014
Job Customer Relations at AEGON
Industry Insurance
Experience
Kemper Life April 2015 - Present
AEGON April 1995 - December 2014
Monumental Life Insurance May 1995 - May 2001
Monumental Life Insurance January 1995 - 2001
Skills
Change Management, Microsoft Excel, Customer Service, Team Building, Team Leadership, Sales Operations, Insurance
Education
Excelsior High, Kingston Jamaica 2006 — 2011
High School Diploma, Art/Art Studies, General
University of Phoenix 2006 — 2011
BSCM, Business Management
Kemper Life April 2015 - Present
AEGON April 1995 - December 2014
Monumental Life Insurance May 1995 - May 2001
Monumental Life Insurance January 1995 - 2001
Skills
Change Management, Microsoft Excel, Customer Service, Team Building, Team Leadership, Sales Operations, Insurance
Education
Excelsior High, Kingston Jamaica 2006 — 2011
High School Diploma, Art/Art Studies, General
University of Phoenix 2006 — 2011
BSCM, Business Management
Michael DeBoer Michael DeBoer's AEGON Experience August 1992 - February 1998
Job President/Owner at Preferred Financial Solutions, LLC
Industry Financial Services
Experience
Preferred Financial Solutions, LLC October 2002 - Present
Bank of America October 2001 - November 2002
Fidelity Investments February 1998 - October 2001
AEGON August 1992 - February 1998
Skills
Mutual Funds, Investments, Retirement Planning, Fixed Annuities, Stocks, Sales, Customer Service, Management, Investment Strategies, Project Management, Portfolio Management, Finance, Options Strategies, Futures Trading, Binary Options, Life Insurance, Hedge Funds, Financial Services, Financial Planning
Education
University of North Texas 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Preferred Financial Solutions, LLC October 2002 - Present
Bank of America October 2001 - November 2002
Fidelity Investments February 1998 - October 2001
AEGON August 1992 - February 1998
Skills
Mutual Funds, Investments, Retirement Planning, Fixed Annuities, Stocks, Sales, Customer Service, Management, Investment Strategies, Project Management, Portfolio Management, Finance, Options Strategies, Futures Trading, Binary Options, Life Insurance, Hedge Funds, Financial Services, Financial Planning
Education
University of North Texas 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Neil Sons's AEGON Experience June 2005 - June 2006
Job Director of Finance & Accounting at Waste Integration Service Consultants
Industry Accounting
Experience
Waste Integration Service Consultants March 2011 - Present
Waste Integration Service Consultants April 2010 - March 2011
Waste Integration Service Consultants April 2007 - April 2010
Waste Integration Service Consultants June 2006 - April 2007
AEGON June 2005 - June 2006
Skills
Fixed Assets, Account Reconciliation, General Ledger, Accounts Receivable, Accounting, Financial Reporting, Accruals, Financial Statements, Financial Accounting, Variance Analysis, Microsoft SQL Server, Analysis, Journal Entries, Cash Flow, Monthly Close, Year-end Close, Waste Management, Recycling, Auditing, Accounts Payable, Financial Analysis, SQL Report Writing, Great Plains Software, FAS, Management, Budget Monitoring, GAAP, Internal Controls, Consolidation, Revenue Recognition, Microsoft Office, Financial Audits, Bookkeeping, FRx, Invoicing, Microsoft Dynamics SL, Depreciation, Bank Reconciliation, Cash Flow Forecasting, Consolidated Financial..., Balance Sheet, Monthly Closing, External Audit, Monthly Close Process, Budgets, US GAAP, Microsoft Excel, Finance, Management Reporter, FRx Report Designer
Education
University of South Florida 2001 — 2006
B.S., Accounting
Waste Integration Service Consultants March 2011 - Present
Waste Integration Service Consultants April 2010 - March 2011
Waste Integration Service Consultants April 2007 - April 2010
Waste Integration Service Consultants June 2006 - April 2007
AEGON June 2005 - June 2006
Skills
Fixed Assets, Account Reconciliation, General Ledger, Accounts Receivable, Accounting, Financial Reporting, Accruals, Financial Statements, Financial Accounting, Variance Analysis, Microsoft SQL Server, Analysis, Journal Entries, Cash Flow, Monthly Close, Year-end Close, Waste Management, Recycling, Auditing, Accounts Payable, Financial Analysis, SQL Report Writing, Great Plains Software, FAS, Management, Budget Monitoring, GAAP, Internal Controls, Consolidation, Revenue Recognition, Microsoft Office, Financial Audits, Bookkeeping, FRx, Invoicing, Microsoft Dynamics SL, Depreciation, Bank Reconciliation, Cash Flow Forecasting, Consolidated Financial..., Balance Sheet, Monthly Closing, External Audit, Monthly Close Process, Budgets, US GAAP, Microsoft Excel, Finance, Management Reporter, FRx Report Designer
Education
University of South Florida 2001 — 2006
B.S., Accounting
Jennifer Eisenhart Jennifer Eisenhart's AEGON Experience June 2014 - Present
Job Intermediate Investment Analyst at AEGON
Industry Financial Services
Experience
Aegon June 2014 - Present
AEGON February 2012 - June 2014
AEGON April 2010 - February 2012
AEGON June 2008 - April 2010
AEGON May 2007 - January 2008
Univeristy of Northern Iowa August 2005 - May 2007
Skills
Real Estate, Accruals, Accounting, Account Reconciliation, Bank Reconciliation, Fixed Asset Depreciation, Metrics, Yardi Voyager, Project Coordination, Microsoft Excel, SharePoint, Business Objects, Client Reporting
Education
University of Northern Iowa 2003 — 2008
Bachelor's degree, Finance and Real Estate
Aegon June 2014 - Present
AEGON February 2012 - June 2014
AEGON April 2010 - February 2012
AEGON June 2008 - April 2010
AEGON May 2007 - January 2008
Univeristy of Northern Iowa August 2005 - May 2007
Skills
Real Estate, Accruals, Accounting, Account Reconciliation, Bank Reconciliation, Fixed Asset Depreciation, Metrics, Yardi Voyager, Project Coordination, Microsoft Excel, SharePoint, Business Objects, Client Reporting
Education
University of Northern Iowa 2003 — 2008
Bachelor's degree, Finance and Real Estate
Cole Hornbuckle's AEGON Experience August 2007 - January 2008
Job Portfolio Manager at Lincoln Savings Bank
Industry Banking
Experience
Lincoln Savings Bank August 2014 - Present
South Story Bank & Trust March 2014 - August 2014
U.S. Bank November 2011 - March 2014
Wells Fargo June 2010 - November 2011
Aegon August 2007 - January 2008
Skills
Commercial Banking, Microsoft Office, Moody's Risk Analyst, Credit, Commercial Lending, Financial Analysis, Banking, Credit Analysis, Portfolio Management, Agricultural Lending, Cash Flow Analysis, Real Estate Lending, C&I Lending, Technical Writing, WebEquity
Education
University of Northern Iowa
Bachelor's degree, finance, real estate
Lincoln Savings Bank August 2014 - Present
South Story Bank & Trust March 2014 - August 2014
U.S. Bank November 2011 - March 2014
Wells Fargo June 2010 - November 2011
Aegon August 2007 - January 2008
Skills
Commercial Banking, Microsoft Office, Moody's Risk Analyst, Credit, Commercial Lending, Financial Analysis, Banking, Credit Analysis, Portfolio Management, Agricultural Lending, Cash Flow Analysis, Real Estate Lending, C&I Lending, Technical Writing, WebEquity
Education
University of Northern Iowa
Bachelor's degree, finance, real estate
Kimya Bonner Kimya Bonner's AEGON Experience August 2004 - February 2010
Job Financial Advisor at COUNTRY ® Financial
Industry Financial Services
Experience
COUNTRY ® Financial October 2011 - Present
Delta Mu Delta 2012 - 2012
Aegon August 2004 - February 2010
Skills
Series 6, Series 63, Property & Casualty..., Life Insurance, Personal Finance, Fixed Annuities, IRAs, Variable Products, Life & Health Insurance..., Long Term Care Insurance, Roth IRA, Variable Annuities, College Savings Plans, Term Life Insurance, 401k Rollovers, Retirement Planning, Whole Life, Disability Insurance, Universal Life
Education
University of Phoenix 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Brooklyn Technical and Vocational High School 1974 — 1977
Mechanical Engineering
COUNTRY ® Financial October 2011 - Present
Delta Mu Delta 2012 - 2012
Aegon August 2004 - February 2010
Skills
Series 6, Series 63, Property & Casualty..., Life Insurance, Personal Finance, Fixed Annuities, IRAs, Variable Products, Life & Health Insurance..., Long Term Care Insurance, Roth IRA, Variable Annuities, College Savings Plans, Term Life Insurance, 401k Rollovers, Retirement Planning, Whole Life, Disability Insurance, Universal Life
Education
University of Phoenix 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Brooklyn Technical and Vocational High School 1974 — 1977
Mechanical Engineering
Wendy Forwood Wendy Forwood's AEGON Experience September 2007 - March 2010
Job Life CoachMentor, Retired Financial Services Entrepreneuer
Industry Consumer Services
Experience
LifeVantage Corporation June 2011 - Present
Transamerica December 2011 - November 2012
AEGON September 2007 - March 2010
Clark County School District August 1993 - August 2007
Skills
Public Speaking, Mentoring, Training, Team Building, Customer Service, Event Planning, Marketing, Curriculum Design, Coaching, Leadership, Staff Development
Education
University of Nevada-Las Vegas 1974 — 1993
B.S, Ed., Special Education
Hollywood High 1957 — 1961
LifeVantage Corporation June 2011 - Present
Transamerica December 2011 - November 2012
AEGON September 2007 - March 2010
Clark County School District August 1993 - August 2007
Skills
Public Speaking, Mentoring, Training, Team Building, Customer Service, Event Planning, Marketing, Curriculum Design, Coaching, Leadership, Staff Development
Education
University of Nevada-Las Vegas 1974 — 1993
B.S, Ed., Special Education
Hollywood High 1957 — 1961
Dana (Endick) Braccio Dana (Endick) Braccio's AEGON Experience 1992 - 2008
Job Driving and Building Revenue for Life Insurance Agents and Financial Advisors
Industry Financial Services
Experience
Midland National® Life Insurance Company February 2010 - Present
Appropriate Insurance LLC May 2009 - June 2010
CORE Group USA January 2009 - June 2010
AEGON 1992 - 2008
Education
University of South Florida 2000 — 2004
BS, Management & Information Systems
Midland National® Life Insurance Company February 2010 - Present
Appropriate Insurance LLC May 2009 - June 2010
CORE Group USA January 2009 - June 2010
AEGON 1992 - 2008
Education
University of South Florida 2000 — 2004
BS, Management & Information Systems
Daniel Newton's AEGON Experience 1997 - 2008
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial October 2008 - Present
AEGON 1997 - 2008
Principal Financial Group 1996 - 1997
CUNA Mutual Group 1991 - 1996
Education
University of Northern Iowa 1987 — 1991
Thrivent Financial October 2008 - Present
AEGON 1997 - 2008
Principal Financial Group 1996 - 1997
CUNA Mutual Group 1991 - 1996
Education
University of Northern Iowa 1987 — 1991
Darren Krohn's AEGON Experience May 2007 - May 2010
Job IT Data Analyst at John Deere
Industry Information Technology and Services
Experience
John Deere May 2012 - Present
Aviva USA May 2011 - May 2012
Aviva USA May 2010 - May 2011
AEGON May 2007 - May 2010
John Deere September 2005 - May 2007
Skills
Software Documentation, Databases, Testing, SDLC, Business Analysis, PHP, MySQL, Troubleshooting
Education
University of Northern Iowa 2003 — 2007
BA, Management Information Systems
John Deere May 2012 - Present
Aviva USA May 2011 - May 2012
Aviva USA May 2010 - May 2011
AEGON May 2007 - May 2010
John Deere September 2005 - May 2007
Skills
Software Documentation, Databases, Testing, SDLC, Business Analysis, PHP, MySQL, Troubleshooting
Education
University of Northern Iowa 2003 — 2007
BA, Management Information Systems
Eli Nasrallah, CFA Eli Nasrallah, CFA's AEGON Experience 2002 - 2003
Job Implementing Sustainable Income Solutions
Industry Financial Services
Experience
Capital Income Options January 2011 - Present
AGF Management Limited September 2007 - January 2011
Manulife Investments 2003 - 2007
AEGON 2002 - 2003
CIBC Asset Management 1996 - 1999
Skills
Mutual Funds, Wealth Management, Investment Strategies, Investments, Retirement Planning, Financial Advisory, Securities, Investment Advisory, Risk Management, Portfolio Management, Strategic Financial..., Financial Services, Disability Insurance, Insurance, Asset Management, Retirement, Estate Planning, Finance, Sales, Asset Allocation, Life Insurance, Business Development, Financial Planning, Management, Wealth, Fixed Income
Education
CFA Institute 1999 — 2001
Chartered Financial Analyst, Financial Analysis
University of Ottawa 1989 — 1991
B. Soc Sc, Economics
Fisher Park HS 1979 — 1984
Capital Income Options January 2011 - Present
AGF Management Limited September 2007 - January 2011
Manulife Investments 2003 - 2007
AEGON 2002 - 2003
CIBC Asset Management 1996 - 1999
Skills
Mutual Funds, Wealth Management, Investment Strategies, Investments, Retirement Planning, Financial Advisory, Securities, Investment Advisory, Risk Management, Portfolio Management, Strategic Financial..., Financial Services, Disability Insurance, Insurance, Asset Management, Retirement, Estate Planning, Finance, Sales, Asset Allocation, Life Insurance, Business Development, Financial Planning, Management, Wealth, Fixed Income
Education
CFA Institute 1999 — 2001
Chartered Financial Analyst, Financial Analysis
University of Ottawa 1989 — 1991
B. Soc Sc, Economics
Fisher Park HS 1979 — 1984
Sean Hartley's AEGON Experience June 2011 - July 2014
Job Vice President and Head of Human Resources Americas at SCOR
Industry Financial Services
Experience
SCOR November 2014 - Present
Transamerica July 2014 - Present
Aegon June 2011 - July 2014
Transamerica Reinsurance September 2010 - June 2011
Transamerica April 2007 - September 2010
Skills
Talent Management, Management Consulting, Recruiting, Leadership Development, Employee Benefits, Performance Management, Onboarding, Employee Relations, Mergers, Succession Planning, Management, Management Development, Human Resources, Change Management, Personnel Management, HR Policies, Strategic Planning, Talent Acquisition, Deferred Compensation, Mergers & Acquisitions
Education
University of South Carolina Upstate 1992 — 1995
Bachelor of Science (BSc), Economics and Finance, Graduated Cum Laude
SCOR November 2014 - Present
Transamerica July 2014 - Present
Aegon June 2011 - July 2014
Transamerica Reinsurance September 2010 - June 2011
Transamerica April 2007 - September 2010
Skills
Talent Management, Management Consulting, Recruiting, Leadership Development, Employee Benefits, Performance Management, Onboarding, Employee Relations, Mergers, Succession Planning, Management, Management Development, Human Resources, Change Management, Personnel Management, HR Policies, Strategic Planning, Talent Acquisition, Deferred Compensation, Mergers & Acquisitions
Education
University of South Carolina Upstate 1992 — 1995
Bachelor of Science (BSc), Economics and Finance, Graduated Cum Laude
John Villaruel's AEGON Experience June 2005 - June 2010
Job Internal Auditor
Industry Accounting
Experience
ESL Federal Credit Union March 2015 - Present
Anglican Diocese of Brisbane August 2013 - March 2014
Queensland Government February 2013 - August 2013
Government of Western Australia June 2012 - November 2012
WellCare June 2010 - August 2012
Aegon June 2005 - June 2010
Aegon October 2003 - June 2005
XANTE CORPORATION December 2002 - September 2003
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Internal Controls, Enterprise Risk..., IT Audit, SEC filings, COSO, Sarbanes-Oxley, CISA, Financial Reporting, GAAP, Financial Risk, SAS70, Risk Assessment, Operational Risk..., CPA, Financial Analysis, Accounting, Analysis
Education
University of South Alabama 1996 — 2002
Bachelor of Business Administration (B.B.A.), Accounting
University of South Alabama
Accounting, Accounting
ESL Federal Credit Union March 2015 - Present
Anglican Diocese of Brisbane August 2013 - March 2014
Queensland Government February 2013 - August 2013
Government of Western Australia June 2012 - November 2012
WellCare June 2010 - August 2012
Aegon June 2005 - June 2010
Aegon October 2003 - June 2005
XANTE CORPORATION December 2002 - September 2003
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Internal Controls, Enterprise Risk..., IT Audit, SEC filings, COSO, Sarbanes-Oxley, CISA, Financial Reporting, GAAP, Financial Risk, SAS70, Risk Assessment, Operational Risk..., CPA, Financial Analysis, Accounting, Analysis
Education
University of South Alabama 1996 — 2002
Bachelor of Business Administration (B.B.A.), Accounting
University of South Alabama
Accounting, Accounting
Andy Bunch's AEGON Experience January 2007 - January 2009
Job Advertising Review Manager at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. December 2013 - Present
Transamerica Financial Advisors, Inc. January 2012 - December 2013
Investment Advisors International December 2010 - April 2012
FS Financial Network May 2001 - December 2010
AEGON January 2007 - January 2009
Skills
Insurance, Financial Analysis, Business Analysis, Fixed Annuities, Risk Management, Leadership, 401k, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Financial Reporting, Valuation, Process Improvement
Education
University of Northern Iowa 1999 — 2003
Marketing, Sales and Advertising
Transamerica Financial Advisors, Inc. December 2013 - Present
Transamerica Financial Advisors, Inc. January 2012 - December 2013
Investment Advisors International December 2010 - April 2012
FS Financial Network May 2001 - December 2010
AEGON January 2007 - January 2009
Skills
Insurance, Financial Analysis, Business Analysis, Fixed Annuities, Risk Management, Leadership, 401k, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Financial Reporting, Valuation, Process Improvement
Education
University of Northern Iowa 1999 — 2003
Marketing, Sales and Advertising
Jennifer Barten's AEGON Experience April 2005 - March 2006
Job Director of Production Operations, Advancement Resources, LLC
Industry Professional Training & Coaching
Experience
Advancement Resources, LLC March 2008 - Present
Electronic Systems Professional Alliance January 2007 - November 2007
Stamats, Inc. March 2006 - January 2007
Aegon April 2005 - March 2006
MidAmerica Housing Partnership 2001 - 2005
Education
University of Northern Iowa 1996 — 1999
BA, English and Spanish, Secondary Teaching
Clinton Community College 1993 — 1996
AA
Advancement Resources, LLC March 2008 - Present
Electronic Systems Professional Alliance January 2007 - November 2007
Stamats, Inc. March 2006 - January 2007
Aegon April 2005 - March 2006
MidAmerica Housing Partnership 2001 - 2005
Education
University of Northern Iowa 1996 — 1999
BA, English and Spanish, Secondary Teaching
Clinton Community College 1993 — 1996
AA
Sherri Coley's AEGON Experience 1999 - 2004
Job IT Specialist at Smithsonian Institution
Industry Information Technology and Services
Experience
Smithsonian Institution September 2009 - Present
Quotient Inc December 2004 - September 2009
Smithsonian Institution 2004 - September 2009
AEGON 1999 - 2004
Skills
HTML, CSS, XML, Databases, CMS, Web Development, JavaScript, Perl, Requirements Analysis, XHTML, Project Management, Apache, Programming, Web Design, Web Content Management, Social Media, ASP.NET MVC
Education
University of South Florida - College of Business Administration 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Smithsonian Institution September 2009 - Present
Quotient Inc December 2004 - September 2009
Smithsonian Institution 2004 - September 2009
AEGON 1999 - 2004
Skills
HTML, CSS, XML, Databases, CMS, Web Development, JavaScript, Perl, Requirements Analysis, XHTML, Project Management, Apache, Programming, Web Design, Web Content Management, Social Media, ASP.NET MVC
Education
University of South Florida - College of Business Administration 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Layce Fillner's AEGON Experience July 2006 - Present
Job Senior Financial Analyst at AEGON
Industry Insurance
Experience
AEGON July 2006 - Present
Education
University of Northern Colorado 1996 — 2000
AEGON July 2006 - Present
Education
University of Northern Colorado 1996 — 2000
Heather Schrage's AEGON Experience June 2008 - June 2009
Job Director of Project Management at ACT
Industry Education Management
Experience
ACT December 2012 - Present
ACT May 2011 - Present
ACT June 2009 - June 2012
AEGON June 2008 - June 2009
Pearson January 2000 - June 2008
Skills
Business Analysis, Project Coordination, Project Management, MS Project, Primavera P6, Visio, Process Improvement, SharePoint, PMP, Change Management, Team Leadership, Scrum, Program Management, Databases, Requirements Gathering, SDLC, Leadership, Requirements Analysis, Project Portfolio..., Software Documentation, Software Project..., Business Process, Vendor Management, IT Management, Agile Methodologies, PMO, Agile Project Management, Resource Management, Integration, Testing
Education
University of Northern Iowa 1995 — 1999
Bachelor of Arts (BA), Management Information Systems, General
ACT December 2012 - Present
ACT May 2011 - Present
ACT June 2009 - June 2012
AEGON June 2008 - June 2009
Pearson January 2000 - June 2008
Skills
Business Analysis, Project Coordination, Project Management, MS Project, Primavera P6, Visio, Process Improvement, SharePoint, PMP, Change Management, Team Leadership, Scrum, Program Management, Databases, Requirements Gathering, SDLC, Leadership, Requirements Analysis, Project Portfolio..., Software Documentation, Software Project..., Business Process, Vendor Management, IT Management, Agile Methodologies, PMO, Agile Project Management, Resource Management, Integration, Testing
Education
University of Northern Iowa 1995 — 1999
Bachelor of Arts (BA), Management Information Systems, General
Joe Pudenz's AEGON Experience May 2008 - August 2008
Job Assurance Supervisor at McGladrey
Industry Accounting
Experience
McGladrey November 2010 - Present
RSM McGladrey January 2009 - April 2009
UNI Information Technology Services August 2007 - December 2008
AEGON May 2008 - August 2008
Skills
Accounting, Financial Statements, Auditing, Financial Accounting, Financial Reporting, Internal Controls, Financial Analysis, GAAP, Microsoft Excel, US GAAP, CPA
Education
University of Northern Iowa 2006 — 2010
MA, Accounting
McGladrey November 2010 - Present
RSM McGladrey January 2009 - April 2009
UNI Information Technology Services August 2007 - December 2008
AEGON May 2008 - August 2008
Skills
Accounting, Financial Statements, Auditing, Financial Accounting, Financial Reporting, Internal Controls, Financial Analysis, GAAP, Microsoft Excel, US GAAP, CPA
Education
University of Northern Iowa 2006 — 2010
MA, Accounting
Larry Norman's AEGON Experience 2007 - 2009
Job Entrepreneur
Industry Financial Services
Experience
Lighthouse Companies February 2010 - Present
AEGON 2007 - 2009
AEGON USA 1998 - 2007
Skills
Insurance, Fixed Annuities, Retirement Planning, Life Insurance, Wealth Management, Financial Analysis, Financial Advisory, Retirement, Asset Allocation, Pensions, 401k, IRAs, Long-term Care, Wealth, Investment Advisory, Management, Leadership, Investments
Education
University of Northern Iowa 1975 — 1977
Master of Arts (M.A.)
University of Northern Iowa 1971 — 1975
Bachelor of Arts (B.A.)
Lighthouse Companies February 2010 - Present
AEGON 2007 - 2009
AEGON USA 1998 - 2007
Skills
Insurance, Fixed Annuities, Retirement Planning, Life Insurance, Wealth Management, Financial Analysis, Financial Advisory, Retirement, Asset Allocation, Pensions, 401k, IRAs, Long-term Care, Wealth, Investment Advisory, Management, Leadership, Investments
Education
University of Northern Iowa 1975 — 1977
Master of Arts (M.A.)
University of Northern Iowa 1971 — 1975
Bachelor of Arts (B.A.)
Bonnie Marshall's AEGON Experience May 1995 - June 2005
Job National Strategy Manager at Speedling, Inc.
Industry Farming
Experience
Speedling, Inc. July 2014 - Present
International Society of Arborculture - Florida Chapter January 2014 - Present
Roots Plus Growers Association January 2006 - June 2014
Marshall Tree Farm & Marshall Pest Control June 2005 - June 2014
International Society of Arboriculture - Florida Chapter January 2010 - December 2013
AEGON May 1995 - June 2005
Equifax January 1983 - May 1995
Skills
Strategic Planning, Horticulture, Sustainability, Budgets, Human Resources, Customer Service, Contract Management, Entrepreneurship, Finance, Negotiation, Event Planning, Event Management, Agriculture, Leadership, Business Strategy, Insurance, Employee Benefits, Contract Negotiation, Nonprofits, Team Building, Program Management, Financial Analysis, Management, Business Planning, Agribusiness, Community Outreach, Program Development
Education
University of South Florida
BS, Business-Finance, cum laude
Speedling, Inc. July 2014 - Present
International Society of Arborculture - Florida Chapter January 2014 - Present
Roots Plus Growers Association January 2006 - June 2014
Marshall Tree Farm & Marshall Pest Control June 2005 - June 2014
International Society of Arboriculture - Florida Chapter January 2010 - December 2013
AEGON May 1995 - June 2005
Equifax January 1983 - May 1995
Skills
Strategic Planning, Horticulture, Sustainability, Budgets, Human Resources, Customer Service, Contract Management, Entrepreneurship, Finance, Negotiation, Event Planning, Event Management, Agriculture, Leadership, Business Strategy, Insurance, Employee Benefits, Contract Negotiation, Nonprofits, Team Building, Program Management, Financial Analysis, Management, Business Planning, Agribusiness, Community Outreach, Program Development
Education
University of South Florida
BS, Business-Finance, cum laude
Bob Drish, CPA's AEGON Experience January 2005 - Present
Job Manager of Financial Reporting Systems at Transamerica
Industry Insurance
Experience
AEGON January 2005 - Present
Skills
Financial Reporting, Financial Analysis, Accounting, Insurance, SOX, Excel, Business Analysis, Problem Solving
Education
University of Northern Iowa 1987 — 1991
Bachelors degree, Accounting
AEGON January 2005 - Present
Skills
Financial Reporting, Financial Analysis, Accounting, Insurance, SOX, Excel, Business Analysis, Problem Solving
Education
University of Northern Iowa 1987 — 1991
Bachelors degree, Accounting
Kris Lines, PHR, SHRM-CP's AEGON Experience 2001 - 2002
Job Human Resources at Martin Bros. Distributing
Industry Human Resources
Experience
Martin Bros. Distributing June 2004 - Present
AEGON 2001 - 2002
Dunakey & Klatt 1994 - 2001
Skills
Employee Relations, Customer Service, Human Resources, Recruiting, Leadership Development, Employee Benefits, Performance Management, Team Building, Microsoft Office, Public Speaking, Interviews, FMLA, Leadership, Training, Event Planning, Management, Account Management, Sales, Strategic Planning, Inventory Management, New Business Development, Microsoft Excel, Benefits Administration
Education
Upper Iowa University
Bachelor of Science (BS), Human Resource Management
University of Northern Iowa
American Institute of Commerce
Associate's degree, Paralegal
Martin Bros. Distributing June 2004 - Present
AEGON 2001 - 2002
Dunakey & Klatt 1994 - 2001
Skills
Employee Relations, Customer Service, Human Resources, Recruiting, Leadership Development, Employee Benefits, Performance Management, Team Building, Microsoft Office, Public Speaking, Interviews, FMLA, Leadership, Training, Event Planning, Management, Account Management, Sales, Strategic Planning, Inventory Management, New Business Development, Microsoft Excel, Benefits Administration
Education
Upper Iowa University
Bachelor of Science (BS), Human Resource Management
University of Northern Iowa
American Institute of Commerce
Associate's degree, Paralegal
Joshua Dull's AEGON Experience May 2009 - Present
Job Customer Services Representative
Industry Insurance
Experience
AEGON May 2009 - Present
AEGON May 2008 - May 2009
Albertsons January 2005 - May 2008
Skills
Insurance, Customer Service, Financial Analysis
Education
University of South Florida 2004 — 2008
Finance, Finance, Economics
University of South Florida 2002 — 2006
Bachelor of Science (B.S.), Finance, General
AEGON May 2009 - Present
AEGON May 2008 - May 2009
Albertsons January 2005 - May 2008
Skills
Insurance, Customer Service, Financial Analysis
Education
University of South Florida 2004 — 2008
Finance, Finance, Economics
University of South Florida 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Michele Osofsky's AEGON Experience June 2008 - December 2011
Job Senior Accountant Analyst at AEGON
Industry Accounting
Experience
AEGON June 2008 - December 2011
KPMG Audit July 2002 - June 2008
Skills
Financial Reporting, Financial Analysis, Accounting
Education
University of Notre Dame 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
AEGON June 2008 - December 2011
KPMG Audit July 2002 - June 2008
Skills
Financial Reporting, Financial Analysis, Accounting
Education
University of Notre Dame 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
David Droessler, CPA's AEGON Experience May 2009 - August 2009
Job Senior Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey January 2015 - Present
McGladrey October 2013 - January 2015
University of Northern Iowa August 2012 - May 2013
Whirlpool Corporation 2012 - 2013
University of Northern Iowa August 2009 - April 2012
RSM McGladrey, Inc January 2010 - April 2010
AEGON May 2009 - August 2009
Alliant Energy October 2006 - September 2008
Skills
Financial Accounting, Accounting, Accounts Payable, Account Reconciliation, Tax, Income Tax, Microsoft Excel, Financial Analysis, Microsoft Office, CPA, Data Analysis
Education
University of Northern Iowa 2007 — 2012
BA, MA, Accounting
Prairie High School 2003 — 2007
McGladrey January 2015 - Present
McGladrey October 2013 - January 2015
University of Northern Iowa August 2012 - May 2013
Whirlpool Corporation 2012 - 2013
University of Northern Iowa August 2009 - April 2012
RSM McGladrey, Inc January 2010 - April 2010
AEGON May 2009 - August 2009
Alliant Energy October 2006 - September 2008
Skills
Financial Accounting, Accounting, Accounts Payable, Account Reconciliation, Tax, Income Tax, Microsoft Excel, Financial Analysis, Microsoft Office, CPA, Data Analysis
Education
University of Northern Iowa 2007 — 2012
BA, MA, Accounting
Prairie High School 2003 — 2007
Erica Ross's AEGON Experience January 2006 - August 2006
Job CPA
Industry Accounting
Experience
Consultant May 2013 - Present
First Avenue & 7th St Entry November 2012 - May 2013
Masters Restaurant Associates Incorporated January 2011 - January 2013
Cavanaugh & Co, PA January 2011 - April 2011
Mobile Entertainment, LLC September 2010 - February 2011
Eide Bailly LLP September 2007 - May 2010
AEGON January 2006 - August 2006
Skills
Accounting, Tax, Financial Reporting, Financial Statements, Internal Controls, CPA, GAAP, Financial Accounting, Financial Analysis, Tax Preparation
Education
University of Northern Iowa 2002 — 2007
Consultant May 2013 - Present
First Avenue & 7th St Entry November 2012 - May 2013
Masters Restaurant Associates Incorporated January 2011 - January 2013
Cavanaugh & Co, PA January 2011 - April 2011
Mobile Entertainment, LLC September 2010 - February 2011
Eide Bailly LLP September 2007 - May 2010
AEGON January 2006 - August 2006
Skills
Accounting, Tax, Financial Reporting, Financial Statements, Internal Controls, CPA, GAAP, Financial Accounting, Financial Analysis, Tax Preparation
Education
University of Northern Iowa 2002 — 2007
Brenda Schwickerath, CPA's AEGON Experience January 2005 - May 2005
Job Senior Accountant at Cargill
Industry Accounting
Experience
Cargill December 2012 - Present
Berkley Risk Administrators January 2012 - November 2012
AIR-serv May 2011 - December 2011
Eide Bailly LLP October 2008 - May 2011
Eide Bailly LLP July 2007 - October 2008
Iowa State Auditor's Office August 2005 - December 2005
AEGON January 2005 - May 2005
John Deere February 2004 - December 2004
Skills
Account Reconciliation, Auditing, Financial Statements, Cash Flow
Education
University of Northern Iowa
Masters of Accounting
University of Northern Iowa
Bachelors, Accounting
Cargill December 2012 - Present
Berkley Risk Administrators January 2012 - November 2012
AIR-serv May 2011 - December 2011
Eide Bailly LLP October 2008 - May 2011
Eide Bailly LLP July 2007 - October 2008
Iowa State Auditor's Office August 2005 - December 2005
AEGON January 2005 - May 2005
John Deere February 2004 - December 2004
Skills
Account Reconciliation, Auditing, Financial Statements, Cash Flow
Education
University of Northern Iowa
Masters of Accounting
University of Northern Iowa
Bachelors, Accounting
Mark R. Hopkins's AEGON Experience January 2009 - February 2009
Job Clover Specialist, Bank of America Merchant Services
Industry Financial Services
Experience
Bank of America Merchant Services January 2014 - Present
Stream Global Services November 2011 - April 2013
Insurance and Financial Sales February 2009 - November 2011
AEGON January 2009 - February 2009
Aegon, Western Reserve Life 2006 - 2009
AEGON October 2006 - December 2008
MetLife 2003 - 2005
Self Employed 1999 - 2003
John Hancock 1993 - 1999
Education
University of South Florida 1988 — 1991
BS, Finance
Bank of America Merchant Services January 2014 - Present
Stream Global Services November 2011 - April 2013
Insurance and Financial Sales February 2009 - November 2011
AEGON January 2009 - February 2009
Aegon, Western Reserve Life 2006 - 2009
AEGON October 2006 - December 2008
MetLife 2003 - 2005
Self Employed 1999 - 2003
John Hancock 1993 - 1999
Education
University of South Florida 1988 — 1991
BS, Finance
Clay McBride's AEGON Experience October 2014 - Present
Job Global Head of Data Management at Aegon
Industry Financial Services
Experience
Aegon October 2014 - Present
AEGON Americas April 2011 - Present
AEGON Americas October 2008 - April 2011
AEGON Americas May 2007 - April 2009
AEGON Americas May 2005 - May 2007
AEGON Americas February 2001 - May 2005
AEGON Americas February 2000 - February 2001
Weyerhaeuser February 1998 - February 2000
Weyerhaeuser 1995 - 1998
Group Health Cooperative 1990 - 1995
Skills
Team Building, Process Improvement, Customer Relations, Change Management, Team Leadership, Mentoring, Problem Solving, Vendor Management, Performance Management, Data Analysis, Microsoft Office, Sales, Leadership, Management, Risk Management, Coaching
Education
University of Phoenix
MBA, Business
Aegon October 2014 - Present
AEGON Americas April 2011 - Present
AEGON Americas October 2008 - April 2011
AEGON Americas May 2007 - April 2009
AEGON Americas May 2005 - May 2007
AEGON Americas February 2001 - May 2005
AEGON Americas February 2000 - February 2001
Weyerhaeuser February 1998 - February 2000
Weyerhaeuser 1995 - 1998
Group Health Cooperative 1990 - 1995
Skills
Team Building, Process Improvement, Customer Relations, Change Management, Team Leadership, Mentoring, Problem Solving, Vendor Management, Performance Management, Data Analysis, Microsoft Office, Sales, Leadership, Management, Risk Management, Coaching
Education
University of Phoenix
MBA, Business
Lisa Palumbo's AEGON Experience 2000 - 2007
Job Manager at MetLife
Industry Financial Services
Experience
MetLife March 2007 - Present
AEGON 2000 - 2007
Skills
Social Media, Internal Controls, Financial Reporting, Analysis, Microsoft Excel, Microsoft Office, Project Management, PowerPoint, SEC filings, Management
Education
University of South Florida 1996 — 1999
Bachelor of Science (BS), Accounting
MetLife March 2007 - Present
AEGON 2000 - 2007
Skills
Social Media, Internal Controls, Financial Reporting, Analysis, Microsoft Excel, Microsoft Office, Project Management, PowerPoint, SEC filings, Management
Education
University of South Florida 1996 — 1999
Bachelor of Science (BS), Accounting
Layce Fillner's AEGON Experience July 2006 - September 2011
Job Vendor Relationship Manager, EBS at Transamerica Life Insurance Company
Industry Insurance
Experience
Transamerica Life Insurance Company July 2014 - Present
AEGON USA Investment Management, LLC July 2012 - July 2014
Cedar Rapids School District September 2011 - July 2012
AEGON July 2006 - September 2011
CUNA Mutual Group August 2003 - June 2006
Grant Thornton LLP September 2000 - August 2003
Skills
Accounting, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Investments, Auditing, Process Improvement, Internal Controls, Insurance, GAAP, Microsoft Excel, Fund Accounting, Budgets, Asset Management, Internal Audit, Enterprise Risk...
Education
University of Northern Colorado 1996 — 2000
Transamerica Life Insurance Company July 2014 - Present
AEGON USA Investment Management, LLC July 2012 - July 2014
Cedar Rapids School District September 2011 - July 2012
AEGON July 2006 - September 2011
CUNA Mutual Group August 2003 - June 2006
Grant Thornton LLP September 2000 - August 2003
Skills
Accounting, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Investments, Auditing, Process Improvement, Internal Controls, Insurance, GAAP, Microsoft Excel, Fund Accounting, Budgets, Asset Management, Internal Audit, Enterprise Risk...
Education
University of Northern Colorado 1996 — 2000
Jeremy Hess's AEGON Experience February 2005 - September 2007
Job AnalystOfficer, CitiGroup
Industry Banking
David Weber, CPA's AEGON Experience January 2005 - August 2005
Job Corporate Controller
Industry Accounting
Experience
Harrison Truck Centers March 2015 - Present
record-usa June 2014 - March 2015
Wells Fargo August 2013 - May 2014
McGladrey & Pullen August 2009 - August 2013
McGladrey & Pullen July 2007 - August 2009
RSM McGladrey January 2006 - April 2006
AEGON January 2005 - August 2005
Skills
Loans, Investments, Accounting, Tax, Finance, Financial Analysis, Auditing, CPA, External Audit, Real Estate, Internal Audit, Banking, Assurance, Financial Accounting, Due Diligence, Financial Statements, Mortgage Lending, General Ledger, Budgets, Risk Management, Financial Audits, QuickBooks, Strategic Financial..., Account Reconciliation, Commercial Real Estate, Financial Services, Cash Flow, Microsoft Excel, Analysis, Financial Reporting, Leadership, Internal Controls, US GAAP, Management, Customer Service, Strategic Planning
Education
University of Northern Iowa 2002 — 2007
Bachelor's, Accounting, Real Estate, Finance
Dowling High School 1999 — 2002
High school diploma, General Studies
Harrison Truck Centers March 2015 - Present
record-usa June 2014 - March 2015
Wells Fargo August 2013 - May 2014
McGladrey & Pullen August 2009 - August 2013
McGladrey & Pullen July 2007 - August 2009
RSM McGladrey January 2006 - April 2006
AEGON January 2005 - August 2005
Skills
Loans, Investments, Accounting, Tax, Finance, Financial Analysis, Auditing, CPA, External Audit, Real Estate, Internal Audit, Banking, Assurance, Financial Accounting, Due Diligence, Financial Statements, Mortgage Lending, General Ledger, Budgets, Risk Management, Financial Audits, QuickBooks, Strategic Financial..., Account Reconciliation, Commercial Real Estate, Financial Services, Cash Flow, Microsoft Excel, Analysis, Financial Reporting, Leadership, Internal Controls, US GAAP, Management, Customer Service, Strategic Planning
Education
University of Northern Iowa 2002 — 2007
Bachelor's, Accounting, Real Estate, Finance
Dowling High School 1999 — 2002
High school diploma, General Studies
Erica Steiger's AEGON Experience December 2009 - Present
Job Sr. Business Analyst at AEGON
Industry Information Technology and Services
Experience
AEGON December 2009 - Present
AEGON January 2002 - November 2009
Skills
SDLC, Insurance, Integration, Resource Management, Visio, Requirements Gathering, Requirements Analysis, Business Analysis
Education
University of Northern Iowa
AEGON December 2009 - Present
AEGON January 2002 - November 2009
Skills
SDLC, Insurance, Integration, Resource Management, Visio, Requirements Gathering, Requirements Analysis, Business Analysis
Education
University of Northern Iowa
Brenda Page's AEGON Experience December 2007 - April 2012
Job Senior Business Process Analyst at Rockwell Collins
Industry Insurance
Experience
Rockwell Collins September 2014 - Present
Rockwell Collins January 2012 - September 2014
AEGON December 2007 - April 2012
AEGON March 2005 - December 2007
AEGON February 2003 - March 2005
Skills
Visio, Access, Business Analysis, Process Improvement, Financial Analysis, Requirements Analysis, Financial Reporting, Insurance, Requirements Gathering, Accounting, Analysis, Budgets, Business Process..., Change Management, Data Analysis, Financial Modeling, Management, Microsoft Office, Project Management, Risk Management, Software Documentation, Vendor Management
Education
University of Northern Iowa 1991 — 1995
BA, Accounting
Rockwell Collins September 2014 - Present
Rockwell Collins January 2012 - September 2014
AEGON December 2007 - April 2012
AEGON March 2005 - December 2007
AEGON February 2003 - March 2005
Skills
Visio, Access, Business Analysis, Process Improvement, Financial Analysis, Requirements Analysis, Financial Reporting, Insurance, Requirements Gathering, Accounting, Analysis, Budgets, Business Process..., Change Management, Data Analysis, Financial Modeling, Management, Microsoft Office, Project Management, Risk Management, Software Documentation, Vendor Management
Education
University of Northern Iowa 1991 — 1995
BA, Accounting
Eric Dietzenbach's AEGON Experience December 2005 - August 2006
Job Financial Officer at Farm Credit Services of America
Industry Banking
Experience
Farm Credit Services of America October 2009 - Present
First National Bank January 2009 - October 2009
Peoples Company March 2007 - January 2009
AEGON December 2005 - August 2006
Skills
Finance, Loans, Real Estate, Sales, Mortgage Lending, Credit
Education
University of Northern Iowa 2003 — 2007
Finance / Real Estate
Farm Credit Services of America October 2009 - Present
First National Bank January 2009 - October 2009
Peoples Company March 2007 - January 2009
AEGON December 2005 - August 2006
Skills
Finance, Loans, Real Estate, Sales, Mortgage Lending, Credit
Education
University of Northern Iowa 2003 — 2007
Finance / Real Estate
Jeanice Barrow's AEGON Experience January 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Transamerica Life Insurance Company August 2014 - Present
AEGON January 2009 - Present
Verizon August 2006 - November 2008
Skills
Call Centers, Risk Management, Telecommunications, Project Management, Insurance, Process Improvement, Analysis, Business Process..., Program Management, Software Documentation, Team Building, Team Leadership, Leadership, Business Analysis, Management, Project Planning, Customer Experience
Education
University of Phoenix
BS, Business Administration
Transamerica Life Insurance Company August 2014 - Present
AEGON January 2009 - Present
Verizon August 2006 - November 2008
Skills
Call Centers, Risk Management, Telecommunications, Project Management, Insurance, Process Improvement, Analysis, Business Process..., Program Management, Software Documentation, Team Building, Team Leadership, Leadership, Business Analysis, Management, Project Planning, Customer Experience
Education
University of Phoenix
BS, Business Administration
Jodi Balvanz's AEGON Experience 1985 - 2006
Job Web Designer and Owner, Balvanz Web Solutions
Industry Computer Software
Experience
Balvanz Web Solutions August 2008 - Present
Real Estate Revival 2006 - 2008
Aegon 1985 - 2006
Aegon 1985 - 1995
Skills
Leadership, Business Analysis, Website Design, WordPress Website..., Project Management, Direct Sales, Customer Service, Marketing, Process Improvement, Online Marketing
Education
University of Northern Iowa 1976 — 1980
Bacheler of Science, Math
Balvanz Web Solutions August 2008 - Present
Real Estate Revival 2006 - 2008
Aegon 1985 - 2006
Aegon 1985 - 1995
Skills
Leadership, Business Analysis, Website Design, WordPress Website..., Project Management, Direct Sales, Customer Service, Marketing, Process Improvement, Online Marketing
Education
University of Northern Iowa 1976 — 1980
Bacheler of Science, Math
Tonia Walters's AEGON Experience September 2006 - Present
Job Forms Development Analyst II at Transamerica
Industry Insurance
Experience
Transamerica September 2006 - Present
AEGON September 2006 - Present
Alcan August 2003 - September 2006
Robert Half International May 2000 - August 2003
Skills
Recruiting, Process Improvement, Customer Service, Microsoft Office, Human Resources, Microsoft Excel, Employee Relations, Access, Microsoft Word
Education
University of Northern Iowa 1994 — 1996
Secondary Education, Spanish, French
Hawkeye Community College 1992 — 1994
AA, General Studies
Transamerica September 2006 - Present
AEGON September 2006 - Present
Alcan August 2003 - September 2006
Robert Half International May 2000 - August 2003
Skills
Recruiting, Process Improvement, Customer Service, Microsoft Office, Human Resources, Microsoft Excel, Employee Relations, Access, Microsoft Word
Education
University of Northern Iowa 1994 — 1996
Secondary Education, Spanish, French
Hawkeye Community College 1992 — 1994
AA, General Studies
Steve Wignall's AEGON Experience May 2008 - September 2013
Job IT Infrastructure Analyst at ACT
Industry Insurance
Experience
ACT May 2015 - Present
Aegon Asset Management September 2013 - May 2015
AEGON May 2008 - September 2013
AEGON June 2007 - May 2008
University of Iowa Hospitals and Clinics January 2001 - June 2007
Skills
Disaster Recovery, Windows 7, Visio, SCCM, Testing, Technical Support, System Administration, Management
Education
University of Northern Iowa
Bachelor of Arts (BA), Management, Emphasis in Human Resources
ACT May 2015 - Present
Aegon Asset Management September 2013 - May 2015
AEGON May 2008 - September 2013
AEGON June 2007 - May 2008
University of Iowa Hospitals and Clinics January 2001 - June 2007
Skills
Disaster Recovery, Windows 7, Visio, SCCM, Testing, Technical Support, System Administration, Management
Education
University of Northern Iowa
Bachelor of Arts (BA), Management, Emphasis in Human Resources
Michael Truyman, CFA, CPCU's AEGON Experience September 2009 - December 2010
Job Director of Finance at Ameriprise Auto & Home Insurance
Industry Insurance
Experience
Ameriprise Auto & Home Insurance February 2015 - Present
Secura Insurance January 2011 - January 2015
AEGON September 2009 - December 2010
AEGON May 2007 - September 2009
U.S. Bancorp Fund Services August 2002 - August 2005
Deloitte & Touche August 2000 - August 2002
Skills
Accounting, Financial Analysis, Financial Reporting, Property & Casualty..., Corporate Finance, Customer Relations, Financial Modeling, Valuation, Financial Management, Leadership, Analysis, Insurance, Strategic Financial..., Budgets, Managerial Finance, Risk Management, Customer Service, Financial Planning, Management
Education
University of Notre Dame - Mendoza College of Business 2005 — 2007
MBA, Finance
University of Wisconsin-Milwaukee - School of Business Administration 1995 — 2000
BBA, Accounting
Ameriprise Auto & Home Insurance February 2015 - Present
Secura Insurance January 2011 - January 2015
AEGON September 2009 - December 2010
AEGON May 2007 - September 2009
U.S. Bancorp Fund Services August 2002 - August 2005
Deloitte & Touche August 2000 - August 2002
Skills
Accounting, Financial Analysis, Financial Reporting, Property & Casualty..., Corporate Finance, Customer Relations, Financial Modeling, Valuation, Financial Management, Leadership, Analysis, Insurance, Strategic Financial..., Budgets, Managerial Finance, Risk Management, Customer Service, Financial Planning, Management
Education
University of Notre Dame - Mendoza College of Business 2005 — 2007
MBA, Finance
University of Wisconsin-Milwaukee - School of Business Administration 1995 — 2000
BBA, Accounting
Teresa Cox's AEGON Experience May 2007 - Present
Job Lead Investments Analyst at Aegon
Industry Financial Services
Experience
Aegon May 2007 - Present
AEGON Americas December 2004 - May 2007
MCI WorldCom, Inc August 1997 - December 2004
McLeodUSA October 1996 - August 1997
MCI WorldCom, Inc. June 1995 - October 1996
MCI WorldCom, Inc. June 1994 - June 1995
MCI WorldCom, Inc. June 1993 - June 1994
Skills
Project Management, SDLC, Integration, Testing, Analysis, Requirements Gathering, Visio
Education
University of Northern Iowa
Bachelor of Science, Management Information Systems
Aegon May 2007 - Present
AEGON Americas December 2004 - May 2007
MCI WorldCom, Inc August 1997 - December 2004
McLeodUSA October 1996 - August 1997
MCI WorldCom, Inc. June 1995 - October 1996
MCI WorldCom, Inc. June 1994 - June 1995
MCI WorldCom, Inc. June 1993 - June 1994
Skills
Project Management, SDLC, Integration, Testing, Analysis, Requirements Gathering, Visio
Education
University of Northern Iowa
Bachelor of Science, Management Information Systems
Chris Schumacher's AEGON Experience October 2008 - October 2011
Job Lead Financial Systems Accounting Analyst at AEGON Asset Management
Industry Investment Management
Experience
AEGON Asset Management October 2011 - Present
AEGON October 2008 - October 2011
Skills
Business Analysis, Accounting, Insurance, SDLC, Project Management, Project Portfolio..., Financial Analysis, Process Improvement
Education
University of Northern Iowa 1988 — 1992
BA, Accounting
AEGON Asset Management October 2011 - Present
AEGON October 2008 - October 2011
Skills
Business Analysis, Accounting, Insurance, SDLC, Project Management, Project Portfolio..., Financial Analysis, Process Improvement
Education
University of Northern Iowa 1988 — 1992
BA, Accounting
Kara Cox's AEGON Experience December 1987 - February 2001
Job VP Market Information Manager at Bank of America
Industry Banking
Experience
Acxiom January 2010 - February 2014
Citi May 2001 - December 2009
Aegon December 1987 - February 2001
Skills
PMO, SDLC, Project Portfolio..., Risk Management, Business Analysis, Project Management, Timely Decision Making, Team Leadership, List Processing, Compliance, Technical Writing, Proposal Writing, Data Analysis, Requirements Analysis, Requirements Gathering, Communication Skills, System Testing, Banking, Credit, Process Improvement, Portfolio Management, Written & Oral..., Stakeholder Management, Visio, Testing, Project Planning
Education
University of North Texas
Bachelor of Business Administration (B.B.A.), Marketing
Acxiom January 2010 - February 2014
Citi May 2001 - December 2009
Aegon December 1987 - February 2001
Skills
PMO, SDLC, Project Portfolio..., Risk Management, Business Analysis, Project Management, Timely Decision Making, Team Leadership, List Processing, Compliance, Technical Writing, Proposal Writing, Data Analysis, Requirements Analysis, Requirements Gathering, Communication Skills, System Testing, Banking, Credit, Process Improvement, Portfolio Management, Written & Oral..., Stakeholder Management, Visio, Testing, Project Planning
Education
University of North Texas
Bachelor of Business Administration (B.B.A.), Marketing
Julie Cholet's AEGON Experience January 2009 - Present
Job Actuarial Intern at AEGON
Industry Insurance
Experience
AEGON January 2009 - Present
AEGON May 2008 - January 2009
University of South Florida August 2006 - May 2008
Education
University of South Florida 2006 — 2008
M.A., Statistics
AEGON January 2009 - Present
AEGON May 2008 - January 2009
University of South Florida August 2006 - May 2008
Education
University of South Florida 2006 — 2008
M.A., Statistics
Clint Wade's AEGON Experience December 2007 - Present
Job Statutory Accountant
Industry Insurance
Experience
AEGON December 2007 - Present
Skills
Financial Analysis, Accounting
Education
University of Northern Iowa
Accounting
AEGON December 2007 - Present
Skills
Financial Analysis, Accounting
Education
University of Northern Iowa
Accounting
Matt Heinricy's AEGON Experience June 2008 - December 2010
Job Petroleum Services Company, LLC
Industry Accounting
Experience
Petroleum Services Company, LLC August 2014 - Present
CRST October 2013 - August 2014
StoneRiver December 2010 - 2013
AEGON June 2008 - December 2010
Skills
General Ledger, Budget Process, Financial Variance..., Financial Reporting, Recruiting, Statutory Accounting, Ad Hoc Reporting, Microsoft Excel, Outlook, Lotus Notes, PeopleSoft, Microsoft Word, PowerPoint, Business Strategy, Journal Entries, Monthly Closing, Account Reconciliation, Research, Management
Education
University of Northern Iowa
Bachelors, Accounting
Petroleum Services Company, LLC August 2014 - Present
CRST October 2013 - August 2014
StoneRiver December 2010 - 2013
AEGON June 2008 - December 2010
Skills
General Ledger, Budget Process, Financial Variance..., Financial Reporting, Recruiting, Statutory Accounting, Ad Hoc Reporting, Microsoft Excel, Outlook, Lotus Notes, PeopleSoft, Microsoft Word, PowerPoint, Business Strategy, Journal Entries, Monthly Closing, Account Reconciliation, Research, Management
Education
University of Northern Iowa
Bachelors, Accounting
Angie Matson's AEGON Experience June 2005 - March 2012
Job VP Financial Information, Investor Relations at AEGON Americas
Industry Insurance
Experience
AEGON Americas March 2012 - Present
AEGON June 2005 - March 2012
PricewaterhouseCoopers September 1998 - June 2005
Education
University of Northern Iowa
BA, Accounting
AEGON Americas March 2012 - Present
AEGON June 2005 - March 2012
PricewaterhouseCoopers September 1998 - June 2005
Education
University of Northern Iowa
BA, Accounting
Andy Menges's AEGON Experience May 2009 - August 2009
Job Senior Associate at PwC
Industry Accounting
Experience
PwC August 2012 - Present
Eide Bailly LLP September 2010 - August 2012
AEGON May 2009 - August 2009
Skills
Auditing, Accounting, CPA, GAAP, US GAAP, Internal Controls, Financial Reporting, Financial Accounting, Tax, Corporate Tax, SEC filings, Financial Statements
Education
University of Northern Iowa
Bachelors, Accounting, Finance
PwC August 2012 - Present
Eide Bailly LLP September 2010 - August 2012
AEGON May 2009 - August 2009
Skills
Auditing, Accounting, CPA, GAAP, US GAAP, Internal Controls, Financial Reporting, Financial Accounting, Tax, Corporate Tax, SEC filings, Financial Statements
Education
University of Northern Iowa
Bachelors, Accounting, Finance
Joseph Kerekes's AEGON Experience September 1997 - October 2009
Job Senior Accountant at 1st United Bank
Industry Insurance
Experience
1st United Bank January 2010 - June 2012
AEGON September 1997 - October 2009
Citizen's Bank & Trust July 1990 - September 1997
First Florida Bank September 1977 - July 1990
Skills
Budgeting, Financial Reporting, Accounting, Budgets, Credit, Cash Management, Management, Finance, Access
Education
University of South Florida
B.A., Finance
1st United Bank January 2010 - June 2012
AEGON September 1997 - October 2009
Citizen's Bank & Trust July 1990 - September 1997
First Florida Bank September 1977 - July 1990
Skills
Budgeting, Financial Reporting, Accounting, Budgets, Credit, Cash Management, Management, Finance, Access
Education
University of South Florida
B.A., Finance
Robert Douglass's AEGON Experience June 1996 - September 1997
Job VantageOne Consultant/Developer at Ohio National Financial Services
Industry Information Technology and Services
Experience
RSD Consulting, Inc. June 1996 - Present
Ohio National Financial Services July 2014 - Present
Voya Investment Management January 2012 - July 2014
Lincoln Financial Group January 2011 - January 2012
ING May 2004 - August 2009
Jackson National Life April 2002 - January 2004
Prudential Insurance January 2001 - November 2001
Jackson National Life June 2000 - January 2001
Northern Life Insurance Company (now ING) October 1997 - May 2000
AEGON June 1996 - September 1997
Skills
Xpediter, DB2, Endeavor, IBM Utilities, VSAM, CICS, COBOL, JCL, Assembler, Fileaid, Easytrieve, Serena Changeman, Microsoft Office, Abend-Aid, TSO, SCLM, SQL, Requirements Analysis, Software Development, Databases, Database Design, Requirements Gathering, Business Analysis, Systems Analysis
Education
University of North Florida
BA, Computer Science & Mathematics
RSD Consulting, Inc. June 1996 - Present
Ohio National Financial Services July 2014 - Present
Voya Investment Management January 2012 - July 2014
Lincoln Financial Group January 2011 - January 2012
ING May 2004 - August 2009
Jackson National Life April 2002 - January 2004
Prudential Insurance January 2001 - November 2001
Jackson National Life June 2000 - January 2001
Northern Life Insurance Company (now ING) October 1997 - May 2000
AEGON June 1996 - September 1997
Skills
Xpediter, DB2, Endeavor, IBM Utilities, VSAM, CICS, COBOL, JCL, Assembler, Fileaid, Easytrieve, Serena Changeman, Microsoft Office, Abend-Aid, TSO, SCLM, SQL, Requirements Analysis, Software Development, Databases, Database Design, Requirements Gathering, Business Analysis, Systems Analysis
Education
University of North Florida
BA, Computer Science & Mathematics
Josh Braverman's AEGON Experience 2003 - 2009
Job Chief Investment Officer and Treasurer at AXA US
Industry Insurance
Experience
AXA US April 2015 - Present
AXA Corporate Solutions Life Re 2010 - Present
AXA US 2009 - Present
AEGON 2003 - 2009
US Treasury Department 1999 - 2003
Deutsche Bank 1995 - 1998
Goldman Sachs 1989 - 1994
Skills
Sarbanes-Oxley Act, Consulting, Credit, Economics, Team Building, FX Options, Actuarial Science, Capital Markets, Derivatives, Economic Capital, Financial Markets, Financial Services, Fixed Income, Portfolio Management, Risk Management
Education
University of Pennsylvania - The Wharton School 1986 — 1989
AXA US April 2015 - Present
AXA Corporate Solutions Life Re 2010 - Present
AXA US 2009 - Present
AEGON 2003 - 2009
US Treasury Department 1999 - 2003
Deutsche Bank 1995 - 1998
Goldman Sachs 1989 - 1994
Skills
Sarbanes-Oxley Act, Consulting, Credit, Economics, Team Building, FX Options, Actuarial Science, Capital Markets, Derivatives, Economic Capital, Financial Markets, Financial Services, Fixed Income, Portfolio Management, Risk Management
Education
University of Pennsylvania - The Wharton School 1986 — 1989
Yu Feng's AEGON Experience January 2012 - Present
Job Risk manager at AEGON
Industry Insurance
Experience
AEGON January 2012 - Present
AEGON August 2008 - December 2011
AEGON 2006 - 2008
AEGON 2002 - 2006
AEGON 2000 - 2002
Skills
Financial Modeling, Derivatives, Equities, Hedging, Actuarial Science, Solvency II, ALM, Economic Capital, Financial Risk, Quantitative Finance, Risk Management, Enterprise Risk..., Market Risk, Reinsurance, Fixed Annuities
Education
University of Nebraska-Lincoln 1997 — 2000
MS, Physics
University of Science and Technology of China 1991 — 1995
BS, Math & Physics
AEGON January 2012 - Present
AEGON August 2008 - December 2011
AEGON 2006 - 2008
AEGON 2002 - 2006
AEGON 2000 - 2002
Skills
Financial Modeling, Derivatives, Equities, Hedging, Actuarial Science, Solvency II, ALM, Economic Capital, Financial Risk, Quantitative Finance, Risk Management, Enterprise Risk..., Market Risk, Reinsurance, Fixed Annuities
Education
University of Nebraska-Lincoln 1997 — 2000
MS, Physics
University of Science and Technology of China 1991 — 1995
BS, Math & Physics
Cade Vander Broek's AEGON Experience December 1998 - Present
Job Director, Commercial Mortgage Loans
Industry Commercial Real Estate
Experience
AEGON December 1998 - Present
Skills
Commercial Mortgages, Investments, Asset Management, Underwriting, Real Estate Economics, Real Estate Financing, Financial Analysis, Real Estate, Commercial Real Estate, Mortgage Lending, Loans, Due Diligence, Financial Modeling, Finance, Dispositions
Education
University of Northern Iowa 1994 — 1998
BA, Finance - Real Estate
AEGON December 1998 - Present
Skills
Commercial Mortgages, Investments, Asset Management, Underwriting, Real Estate Economics, Real Estate Financing, Financial Analysis, Real Estate, Commercial Real Estate, Mortgage Lending, Loans, Due Diligence, Financial Modeling, Finance, Dispositions
Education
University of Northern Iowa 1994 — 1998
BA, Finance - Real Estate
Susan Muldowney's AEGON Experience January 2010 - June 2011
Job Financial Analyst at John Deere
Industry Machinery
Experience
John Deere October 2013 - Present
John Deere September 2012 - October 2013
John Deere July 2011 - September 2012
AEGON January 2010 - June 2011
John Deere January 2008 - December 2009
John Deere June 2009 - August 2009
Midland Loan Services June 2007 - January 2008
Skills
Financial Analysis, Auditing, Financial Reporting, Accounting, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Risk Assessment, Risk Management, Microsoft Excel, Valuation, Managerial Finance, General Ledger, Finance
Education
University of Iowa 2011 — 2016
MBA, Accounting
University of Northern Iowa 2005 — 2009
BA, Accounting, Finance, Real Estate
John Deere October 2013 - Present
John Deere September 2012 - October 2013
John Deere July 2011 - September 2012
AEGON January 2010 - June 2011
John Deere January 2008 - December 2009
John Deere June 2009 - August 2009
Midland Loan Services June 2007 - January 2008
Skills
Financial Analysis, Auditing, Financial Reporting, Accounting, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Risk Assessment, Risk Management, Microsoft Excel, Valuation, Managerial Finance, General Ledger, Finance
Education
University of Iowa 2011 — 2016
MBA, Accounting
University of Northern Iowa 2005 — 2009
BA, Accounting, Finance, Real Estate
Jeff Lovett's AEGON Experience October 1997 - November 1999
Job Manager at McGladrey
Industry Accounting
Experience
McGladrey February 2015 - Present
LightEdge Solutions November 2013 - December 2014
McGladrey December 1999 - November 2013
AEGON October 1997 - November 1999
Skills
Business Continuity..., Tax, Practice Management, Business Development, Storage Virtualization, VMware ESX, Business Systems..., Citrix, CPA, Enterprise Risk..., IT Audit, Networking, SAS70, Strategic Planning, Virtualization, Windows Server
Education
University of Northern Iowa 1990 — 1994
Northeast Iowa Community College
McGladrey February 2015 - Present
LightEdge Solutions November 2013 - December 2014
McGladrey December 1999 - November 2013
AEGON October 1997 - November 1999
Skills
Business Continuity..., Tax, Practice Management, Business Development, Storage Virtualization, VMware ESX, Business Systems..., Citrix, CPA, Enterprise Risk..., IT Audit, Networking, SAS70, Strategic Planning, Virtualization, Windows Server
Education
University of Northern Iowa 1990 — 1994
Northeast Iowa Community College
Rhonda Havlik's AEGON Experience
Job Lead Accountant at AEGON
Industry Insurance
Experience
AEGON
Skills
Financial Reporting, Sarbanes-Oxley Act, GAAP, Internal Controls, Insurance, US GAAP, FRx, Hyperion Enterprise, General Ledger, Sarbanes-Oxley, SEC filings, Accounting, Financial Analysis, Variance Analysis, Essbase, Account Reconciliation, Financial Accounting, Consolidation, Financial Statements, Accruals, IFRS, Pivot Tables, Balance Sheet, Financial Audits, CPA, Journal Entries, Cash Flow, Forecasting
Education
University of Northern Iowa 1987 — 1991
BA
University of Northern Iowa
Accounting
AEGON
Skills
Financial Reporting, Sarbanes-Oxley Act, GAAP, Internal Controls, Insurance, US GAAP, FRx, Hyperion Enterprise, General Ledger, Sarbanes-Oxley, SEC filings, Accounting, Financial Analysis, Variance Analysis, Essbase, Account Reconciliation, Financial Accounting, Consolidation, Financial Statements, Accruals, IFRS, Pivot Tables, Balance Sheet, Financial Audits, CPA, Journal Entries, Cash Flow, Forecasting
Education
University of Northern Iowa 1987 — 1991
BA
University of Northern Iowa
Accounting
Lori Schoenauer's AEGON Experience 1995 - 2009
Job Independent Commercial Real Estate Professional
Industry Commercial Real Estate
Experience
AEGON 1995 - 2009
Skills
Financial Analysis, Investments
Education
University of Northern Iowa 1987 — 1991
AEGON 1995 - 2009
Skills
Financial Analysis, Investments
Education
University of Northern Iowa 1987 — 1991
Summer (Streyffeler) Michel's AEGON Experience May 2010 - August 2010
Job Tax Accountant at Rockwell Collins
Industry Accounting
Experience
Rockwell Collins November 2013 - Present
Deloitte January 2012 - October 2013
AEGON May 2010 - August 2010
R&R Realty May 2009 - August 2009
Indulgence March 2009 - May 2009
Skills
QuickBooks, Accounting
Education
University of Northern Iowa 2010 — 2011
Master of Accounting; CPA, Accounting
University of Northern Iowa 2007 — 2010
Bachelors, Accounting
University of Northern Iowa 2007 — 2011
Rockwell Collins November 2013 - Present
Deloitte January 2012 - October 2013
AEGON May 2010 - August 2010
R&R Realty May 2009 - August 2009
Indulgence March 2009 - May 2009
Skills
QuickBooks, Accounting
Education
University of Northern Iowa 2010 — 2011
Master of Accounting; CPA, Accounting
University of Northern Iowa 2007 — 2010
Bachelors, Accounting
University of Northern Iowa 2007 — 2011
Carmen Gardner's AEGON Experience January 2004 - Present
Job Manager of Global Project Management Office at Aegon
Industry Insurance
Experience
AEGON January 2004 - Present
Skills
Stakeholder Management, Project Management, Business Analysis, Project Portfolio..., Requirements Management, SDLC, ITIL, Management, Vendor Management, Management Consulting, Governance, Project Delivery
Education
University of Northern Iowa 1989 — 1994
BA, Public Relations
AEGON January 2004 - Present
Skills
Stakeholder Management, Project Management, Business Analysis, Project Portfolio..., Requirements Management, SDLC, ITIL, Management, Vendor Management, Management Consulting, Governance, Project Delivery
Education
University of Northern Iowa 1989 — 1994
BA, Public Relations
Lara Osterhaus's AEGON Experience December 1995 - Present
Job Managing Director at AEGON
Industry Commercial Real Estate
Experience
AEGON December 1995 - Present
Skills
Valuation, Asset Management, Real Estate Economics, Portfolio Management, Underwriting, Commercial Real Estate, Investments, Disposition, Due Diligence, Commercial Mortgages, CMBS, Brokerage, Real Estate Development, Dispositions, Real Estate
Education
University of Northern Iowa 1992 — 1996
BA, Finance
AEGON December 1995 - Present
Skills
Valuation, Asset Management, Real Estate Economics, Portfolio Management, Underwriting, Commercial Real Estate, Investments, Disposition, Due Diligence, Commercial Mortgages, CMBS, Brokerage, Real Estate Development, Dispositions, Real Estate
Education
University of Northern Iowa 1992 — 1996
BA, Finance
Brett Caspers's AEGON Experience January 2005 - February 2011
Job Lead Business Systems Analyst Transamerica Life Insurance Company
Industry Insurance
Experience
Transamerica February 2011 - Present
AEGON January 2005 - February 2011
AEGON January 2001 - January 2005
AEGON September 1996 - January 2001
AEGON February 1992 - September 1996
K's Merchandise September 1989 - February 1992
Skills
Insurance, SDLC, Administration, Customer Service, Business Analysis, Integration, Microsoft Office, Vendor Management, Mainframe, Agile, Data Analysis, Project Planning, Call Center, Quality Assurance, Testing, User Acceptance Testing, Excel, Visio, Documentation, Outlook, Word, Requirements Analysis, Project Management, Systems Analysis, Change Management, Requirements Gathering, Microsoft Word, Process Improvement, JCL, Microsoft Excel, Call Centers, Agile Methodologies, Software Documentation, Business Requirements, Analysis, Business Process, Access, DB2, System Administration
Education
University of Northern Iowa 1985 — 1989
BA, Personnel and Human Resource Management
Lisbon High School 1982 — 1985
Transamerica February 2011 - Present
AEGON January 2005 - February 2011
AEGON January 2001 - January 2005
AEGON September 1996 - January 2001
AEGON February 1992 - September 1996
K's Merchandise September 1989 - February 1992
Skills
Insurance, SDLC, Administration, Customer Service, Business Analysis, Integration, Microsoft Office, Vendor Management, Mainframe, Agile, Data Analysis, Project Planning, Call Center, Quality Assurance, Testing, User Acceptance Testing, Excel, Visio, Documentation, Outlook, Word, Requirements Analysis, Project Management, Systems Analysis, Change Management, Requirements Gathering, Microsoft Word, Process Improvement, JCL, Microsoft Excel, Call Centers, Agile Methodologies, Software Documentation, Business Requirements, Analysis, Business Process, Access, DB2, System Administration
Education
University of Northern Iowa 1985 — 1989
BA, Personnel and Human Resource Management
Lisbon High School 1982 — 1985
MyTrang DaSilva's AEGON Experience October 1999 - April 2011
Job Senior Accountant at Episcopal Senior Communities
Industry Insurance
Experience
Episcopal Senior Communities April 2011 - Present
AEGON October 1999 - April 2011
Skills
Financial Analysis, Risk Management, Insurance, Business Analysis, Process Improvement, Microsoft Office, Customer Service, Financial Reporting, Accounting, Investments
Education
University of Phoenix 2012 — 2014
BS, Accounting and Finance
Episcopal Senior Communities April 2011 - Present
AEGON October 1999 - April 2011
Skills
Financial Analysis, Risk Management, Insurance, Business Analysis, Process Improvement, Microsoft Office, Customer Service, Financial Reporting, Accounting, Investments
Education
University of Phoenix 2012 — 2014
BS, Accounting and Finance
Gayla Fewell's AEGON Experience October 1998 - December 2005
Job Benefits Account Manager at Charles L. Crane Agency
Industry Insurance
Experience
Charles L. Crane Agency October 2009 - Present
Spetner Associates Inc. January 2008 - October 2009
AEGON October 1998 - December 2005
Skills
Health Savings Accounts, Health Insurance, Disability Insurance, Employee Benefits, Insurance
Education
University of North Texas 1981 — 1986
BBA, Business
Charles L. Crane Agency October 2009 - Present
Spetner Associates Inc. January 2008 - October 2009
AEGON October 1998 - December 2005
Skills
Health Savings Accounts, Health Insurance, Disability Insurance, Employee Benefits, Insurance
Education
University of North Texas 1981 — 1986
BBA, Business
Crystal Witbeck's AEGON Experience
Job Intermediate Financial Analyst at AEGON
Industry Insurance
Experience
AEGON
Skills
Financial Analysis, Essbase, Financial Reporting, Variance Analysis, Banking, Accounting, Internal Controls, Financial Accounting
Education
Western Illinois University 2000 — 2002
Master's degree, Accounting
University of Northern Iowa
Bachelor's degree, Finance, General
AEGON
Skills
Financial Analysis, Essbase, Financial Reporting, Variance Analysis, Banking, Accounting, Internal Controls, Financial Accounting
Education
Western Illinois University 2000 — 2002
Master's degree, Accounting
University of Northern Iowa
Bachelor's degree, Finance, General
Olivia Winge's AEGON Experience January 2011 - August 2011
Job Fund Accountant
Industry Financial Services
Experience
State Street January 2012 - Present
HuHot Mongolian Grill October 2009 - December 2011
AEGON January 2011 - August 2011
Hudson Community School District April 2008 - April 2009
Skills
Time Management, Teamwork, Finance, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, PowerPoint, Customer Service, Access, Underwriting, Outlook
Education
University of Northern Iowa 2006 — 2011
Bachelor's Degree, Finance and Real Estate
State Street January 2012 - Present
HuHot Mongolian Grill October 2009 - December 2011
AEGON January 2011 - August 2011
Hudson Community School District April 2008 - April 2009
Skills
Time Management, Teamwork, Finance, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, PowerPoint, Customer Service, Access, Underwriting, Outlook
Education
University of Northern Iowa 2006 — 2011
Bachelor's Degree, Finance and Real Estate
Betty Reed's AEGON Experience 1992 - 1996
Job Controller (Div) at Transamerica
Industry Insurance
Experience
Transamerica October 2010 - Present
Transamerica December 2002 - October 2010
Transamerica Life Insurance Company March 2001 - December 2002
Transamerica Life Insurance Company March 2000 - March 2001
The Mega Life and Health Insurance Company 1996 - 2000
Aegon 1992 - 1996
Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, Financial Analysis, General Ledger, Insurance, Internal Audit, Financial Accounting, Financial Modeling, Account Reconciliation, Finance, Management, Financial Statements, GAAP, Statutory Accounting, Strategic Financial..., Sarbanes-Oxley, Auditing, Financial Planning
Education
University of North Texas
Bachelor of Business Administration (BBA), Accounting
Transamerica October 2010 - Present
Transamerica December 2002 - October 2010
Transamerica Life Insurance Company March 2001 - December 2002
Transamerica Life Insurance Company March 2000 - March 2001
The Mega Life and Health Insurance Company 1996 - 2000
Aegon 1992 - 1996
Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, Financial Analysis, General Ledger, Insurance, Internal Audit, Financial Accounting, Financial Modeling, Account Reconciliation, Finance, Management, Financial Statements, GAAP, Statutory Accounting, Strategic Financial..., Sarbanes-Oxley, Auditing, Financial Planning
Education
University of North Texas
Bachelor of Business Administration (BBA), Accounting
Josh Peine's AEGON Experience April 2012 - Present
Job .
Industry Financial Services
Experience
AEGON April 2012 - Present
AEGON June 2008 - April 2012
Education
University of Northern Iowa
Finance
AEGON April 2012 - Present
AEGON June 2008 - April 2012
Education
University of Northern Iowa
Finance
Jordan Feller's AEGON Experience June 2010 - Present
Job Accountant at AEGON
Industry Insurance
Experience
AEGON June 2010 - Present
City of Mason City, Iowa May 2009 - August 2009
Emerson Process Management May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SAP, Clarity, TCP, Dashboard, Essbase
Education
University of Northern Iowa 2005 — 2010
Bachelor's degree, Accounting
AEGON June 2010 - Present
City of Mason City, Iowa May 2009 - August 2009
Emerson Process Management May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SAP, Clarity, TCP, Dashboard, Essbase
Education
University of Northern Iowa 2005 — 2010
Bachelor's degree, Accounting
Melissa Hamer's AEGON Experience September 2012 - Present
Job Financial Analyst Manager at Transamerica Life Insurance Company
Industry Insurance
Experience
Aegon September 2012 - Present
Transamerica Life Insurance Company March 2012 - September 2012
Transamerica Life Insurance Company March 2010 - March 2012
Transamerica August 2007 - March 2010
City of Cedar Rapids September 2003 - August 2007
Principal Financial Group June 1995 - September 2003
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Accounting, Microsoft Excel, Account Reconciliation, Insurance, General Ledger, GAAP, Budgets, Management, Variance Analysis, Access
Education
University of Northern Iowa 1991 — 1995
Bachelor of Arts (B.A.), Accounting
Aegon September 2012 - Present
Transamerica Life Insurance Company March 2012 - September 2012
Transamerica Life Insurance Company March 2010 - March 2012
Transamerica August 2007 - March 2010
City of Cedar Rapids September 2003 - August 2007
Principal Financial Group June 1995 - September 2003
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Accounting, Microsoft Excel, Account Reconciliation, Insurance, General Ledger, GAAP, Budgets, Management, Variance Analysis, Access
Education
University of Northern Iowa 1991 — 1995
Bachelor of Arts (B.A.), Accounting
Amy Broesder's AEGON Experience May 2008 - August 2008
Job Operations Manager at Wells Fargo Home Mortgage
Industry Accounting
Experience
Wells Fargo Home Mortgage August 2013 - Present
lia sophia November 2010 - Present
Wells Fargo Home Mortgage March 2012 - August 2013
Wells Fargo Home Mortgage June 2011 - March 2012
Wells Fargo June 2010 - June 2011
University of Northern Iowa August 2005 - May 2010
Northwestern Mutual May 2009 - January 2010
AEGON May 2008 - August 2008
Skills
Account Reconciliation, Management, Direct Sales, Sales, Retail Banking, Banking, Accounting, Team Leadership, Team Building, Team Management
Education
University of Northern Iowa 2005 — 2009
Bachelor of Arts (B.A.), Accounting and Finance
North Linn High School 2000 — 2005
Wells Fargo Home Mortgage August 2013 - Present
lia sophia November 2010 - Present
Wells Fargo Home Mortgage March 2012 - August 2013
Wells Fargo Home Mortgage June 2011 - March 2012
Wells Fargo June 2010 - June 2011
University of Northern Iowa August 2005 - May 2010
Northwestern Mutual May 2009 - January 2010
AEGON May 2008 - August 2008
Skills
Account Reconciliation, Management, Direct Sales, Sales, Retail Banking, Banking, Accounting, Team Leadership, Team Building, Team Management
Education
University of Northern Iowa 2005 — 2009
Bachelor of Arts (B.A.), Accounting and Finance
North Linn High School 2000 — 2005
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO