Experience
Transamerica  July 2014 - Present
Transamerica  January 2013 - June 2014
Transamerica  May 2011 - January 2013
Transamerica  June 2008 - May 2011
COUNTRY ® Financial  September 2007 - April 2008
AEGON Americas   May 2007 - August 2007

Skills
Universal Life, ALM, Solvency II, Risk Management, Market Consistent..., Indexed Universal Life, Retirement, Term Life Insurance, Pricing, MoSes, Visual Basic, Pensions, Hedging, Life Insurance, 401k, Economic Capital, Investments, Predictive Modeling

Education
Illinois Wesleyan University   2004 — 2008
Bachelor of Arts (BA), Risk Management, Mathematics

Experience
LegalShield Official  October 2013 - Present
AEGON Americas   1999 - 2003
Boeing  1989 - 1999
Boeing  1979 - 1989

Skills
Management, Project Management, New Business Development, Process Improvement, Communication, Operations Management, Six Sigma, Change Management, Negotiation, Leadership, Time Management, Training, Contract Negotiation, Coaching

Education
Coe College   1972 — 1976
Bachelor of Music, Dean's List

Experience
Berkshire Hathaway Energy - MidAmerican Energy   February 2014 - Present
MidAmerican Energy Company  July 2013 - February 2014
Iowa State University  October 2010 - May 2013
AEGON Americas   January 2012 - August 2012

Skills
Statistical Modeling, Econometric Modeling, Financial Econometrics, Applied Empirical..., Proficienct with Stat..., Technical Writing, VBA, Python, Economics, Analysis, Strategy, Financial Analysis

Education
Iowa State University   2009 — 2013
Bachelor of Science (B.S.), Econometrics and Quantitative Economics

Iowa State University   2009 — 2013
Bachelor's Degree, Pre-Law Studies; Political Science

Iowa City West High School   2005 — 2009

Experience
Flextronics Global Services and Solutions   January 2014 - Present
The Rawlings Group  2011 - 2013
MegaTrends   2004 - 2011
Glacier Park Spring Water   2002 - 2004
HealthCon, LLC   1999 - 2002
AEGON Americas   1995 - 1999
Providian Agency Group   1993 - 1995
Providian Financial  1988 - 1992

Skills
New Business Development, Strategic Planning, Lean Management, Organizational..., Business Development, Financial Services, Client Relations Skills, Sales Management, Creative Solutions, Promotions, Presentations, Operations Management, Product Development, Insurance, New Markets Development, Communication, Market Research, Analytics, Program Management, Negotiation, Management, Team Building

Education
Howard University
Bachelor of Arts (BA), Economics and Computer Science

Experience
Redding Occupational Medical Center   May 2011 - Present
Civil Air Patrol  June 2012 - Present
RIOH-Crossroads Medical Clinics   October 2007 - April 2011
North Valley Bank  2004 - 2007
P & M Cedar Products   1997 - 1999
Proscenium Players   1995 - 1997
AEGON Americas   July 1991 - October 1993
Creative Leasure   1984 - 1991

Skills
Auditing, Strategic Planning, Microsoft Office, Microsoft Excel, Sales Management, Banking, Financial Analysis, Budgets, Accounts Receivable, Customer Service, Outlook, Team Leadership, Policy

Education
CSU Stanislaus

Modesto Junior College

Experience
The School District of Beloit   July 2013 - Present
ImOn Communications  October 2012 - July 2013
AEGON Americas   April 2012 - October 2012
School District of Beloit  February 2010 - April 2012
Blackhawk Bank  May 2009 - February 2010
Rockford Park District  May 2006 - September 2008

Skills
Data Analysis, Risk Management, Customer Service, Microsoft Excel, Access, Microsoft Office, SharePoint, Computer Software..., Actuarial Science, Problem Solving, Organization, Software Configuration..., WebEx, Procedure Design, Actuarial Exams, Mathematics, Insurance, Training, Personal Financial..., Math Intervention, Programming, Project Lead the Way

Education
Norda Education Programs - Project Teaching   2012 — 2013
Teaching Certificate, Mathematics (400) & Computer Science (405)

Carthage College   2005 — 2009
Bachelor of Arts (B.A.), Mathematics, 3.94

Experience
Pacific Drilling (NYSE: PACD)   September 2014 - Present
ConocoPhillips  October 2013 - September 2014
ConocoPhillips  June 2012 - September 2013
Towers Watson  June 2009 - June 2012
AEGON Americas   May 2008 - August 2008
Florida Blue  May 2007 - August 2007
Dan Mann Jr, State Farm Agent   May 2006 - August 2006

Skills
Interpersonal and..., Superb Communication, Analytical and..., In-Depth Knowledge of..., Excellent Problem..., Hard Work Ethic, Solo..., PC SAS, SQL, FORTRAN,..., Proficiency in..., Stochastic Modeling, Employee Benefits, Management, Microsoft Office, Human Resources, Microsoft Excel

Education
Florida State University   2005 — 2009
Bachelor of Science (B.S.), Actuarial Science, 3.65

Experience
Kaihen   2012 - Present
Independent Electricity System Operator (IESO)   June 2013 - May 2014
Toronto Hydro  June 2011 - July 2013
Enbridge Gas Distribution  October 2010 - June 2011
Community Care Information Management (CCIM)   October 2007 - October 2010
Ministry of Health and Long-Term Care  2007 - 2010
Community Care Information Management - Ministry of Health and Long-Term Care   2007 - 2010
AEGON Americas   May 2006 - October 2007
Internatonal Group Incoporated   June 2005 - May 2006

Skills
Utility Customer Care..., EIP MDM/R, Solution Implementation, Business Process..., Software Quality..., Operational Support, Solution Architecture, Requirements Analysis, Project Management, Data Modeling, Data Warehousing, Software Project..., Test Management, Websphere, Great Plains Software, User Acceptance Testing, HP Quality Center, Visio, UML Tools, SharePoint, Full SDLC, Process Modeling, Object Oriented Design, MS Project, Asset Management, JDE Enterprise One, ODS, Maximo, IBM Maximo, Mercury Test Tools, LoadRunner, Test Planning, Project Planning, Agile Project Management, System Integration..., Release Management, Data Mapping, Data Conversion, Funcitonal design, geospatial information..., Business Case, Business Continuity..., End User Training, Feasibility Studies, RFP

Education
University of Central Lancashire   1996 — 1999
Master of Business Administration (MBA), Information Technology

Guangdong University of Foreign Studies   1993 — 1996
Bachelor of Arts (B.A.), International Business/Trade/Commerce

Experience
Cohen Financial  May 2014 - May 2015
AEGON Americas   2013 - 2013
AEGON Americas   2013 - 2013

Skills
Commercial Real Estate, Microsoft Excel, Microsoft Word, PowerPoint, Loans, Mortgage Lending, Credit, Financial Analysis, Finance, Investments, Financial Modeling, Portfolio Management, Asset Management, Banking

Education
Iowa State University   2011 — 2014
BS, Finance, General

Experience
Scottrade, Inc.   February 2012 - Present
Independent  January 2010 - February 2012
Prudential Financial  July 2009 - January 2010
Merrill Lynch  March 2005 - June 2009
AEGON Americas   February 2004 - February 2005

Skills
Equities, Fixed Income, Investments, Derivatives, Portfolio Management, Bloomberg, Fundamental Analysis, Microsoft Excel, Analysis, Financial Analysis, Financial Modeling, Equity Valuation, Mergers & Acquisitions, Trading, Valuation, Corporate Finance, Finance, Securities, Options, Mutual Funds, Financial Services, Alternative Investments, Strategic Financial..., Commodity, Financial Planning

Education
CFA Institute
CFA, Financial Analysis

CAIA Association   2012 — 2014
CAIA, Financial, Alternative Investment

Golden Gate University
M.S. in Finance, Investment Management

San Francisco State University
B.S, International Business; Finance

Experience
AVI Foodsystems  May 2013 - Present
Park Place Technologies  2011 - May 2013
AEGON Americas   2006 - 2010
Randstad North America  2000 - 2005
Deloitte Consulting  1998 - 2000
Cap Gemini Ernst & Young  1995 - 1998

Skills
SDLC, Business Analysis, Process Improvement, Requirements Gathering, Project Management, PeopleSoft, SQL, Crystal Reports, ERP, Analysis, Contract Management, Contract Negotiation, Legal Research, Microsoft CRM, Legal Writing, Management, Microsoft Excel, Program Management, CRM, Software Documentation, Access, Visio, Business Process, Quality Assurance, Integration, Leadership, Telecommunications, Data Center

Education
Emory University   2010 — 2011
Paralegal Certification

Winston-Salem State University   1990 — 1995
B.S., Management Information Systems/Accounting

Litigation Training Solutions LLC
e-Discovery

Experience
Jim Lake Companies  September 2013 - Present
Posadas USA, Inc.   February 2009 - September 2013
Supreme Electric   July 2008 - February 2009
AEGON Americas   May 2000 - July 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, 10 Key, Microsoft Dynamics SL, Peachtree, QuickBooks

Education
The University of Texas at Dallas   2005 — 2011
Bachelor of Science (BS), Accounting

Dallas County Community College   2000 — 2005
Accounting

Experience
NISA Investment Advisors, L.L.C.   March 2015 - Present
State Street  November 2013 - September 2014
AllianceBernstein  September 2007 - November 2013
AEGON Americas   January 2002 - September 2007

Skills
Hedge Funds, Investment Management, Asset Management, Portfolio Management, Mutual Funds, Morningstar, Alternative Investments, Asset Allocation, Institutional..., Investment Strategies, Series 7, ETFs, Fixed Income, Securities, Equities, Financial Services, Investments

Education
New York University - Leonard N. Stern School of Business   1990 — 1992
MBA, Finance

Columbia University in the City of New York   1982 — 1986
BA, History

Experience
Haggar Clothing Co.  May 2010 - January 2013
McKesson  January 2010 - March 2010
Rexel  December 2006 - November 2009
AEGON Americas   April 2006 - October 2006
McAfee  June 2005 - January 2006
Bank of America  October 2002 - June 2005
Alcatel-Lucent  January 1985 - November 2001

Skills
Financial Reporting, Financial Analysis, Managerial Finance, Financial Modeling, Cost Accounting, P&L Forecasting, Financial Metrics, Business Analysis, Process Improvement, Project Management, Windows, Customer Service, English, Microsoft Word, Microsoft Excel, Research, Microsoft Office, PowerPoint, Analysis, Strategic Financial..., Variance Analysis, Essbase, Forecasting, SAP, Cognos, G/L Analysis, Desktop Publishing, MDA, Sarbanes-Oxley, Report Writing, System Testing, Account Reconciliation, Budgets, Financial Planning, Sarbanes-Oxley Act

Education
Amber University
Master of Business Administration (MBA), Business Management

Alcorn State University
Bachelor of Science (B.S.), Accounting

Experience
Crump  August 1988 - Present
Crump  August 1988 - Present
Crump Life Insurance Services  August 1988 - Present
AEGON Americas   June 1985 - August 1988

Skills
Series 7, Series 24, Series 63, Life Insurance, Business Development, Fixed Annuities, Financial Services, Banking, Underwriting

Education
Coe College   1981 — 1985
Bachelor of Arts (B.A.), Business Admin & Economics

Experience
Charles Schwab  March 2012 - Present
AllState Investments  November 2010 - August 2012
Actant Inc.   January 2009 - August 2010
AEGON Americas   2008 - 2009
Oracle Corporation  2002 - 2005
Citi  1997 - 1999

Skills
Trading Systems, Market Risk, Interest Rate..., Equity Derivatives, Derivatives, Swaps, Options, Commodities, Fixed Income, Market Data, Hedging, Capital Markets, Financial Markets, Electronic Trading, Proprietary Trading, Equities, Quantitative Finance, Monte Carlo Simulation, FX, Volatility, Portfolio Management, Bloomberg, Trading Strategies, Equity Trading, Credit Derivatives, Quant, Quantitative Analysis, Portfolio Optimization, Stress Testing, Financial Modeling, Risk Management, Time Series Analysis, Valuation, Industry Analysis, VBA, Structured Products, Corporate Finance, Structuring, Basel II, Quantitative Analytics, Trading, Hedge Funds, Quantitative Investing, Financial Structuring, FX Options, Technical Analysis, Commodity, Competitive Analysis, Equity Research, Alternative Investments

Education
The University of Chicago - Booth School of Business   2007 — 2010
MBA, Analytical Finance, Econometrics, Accounting and Economics

American College of Computer and Information Sciences   2002 — 2004
MS, Computer Science

Indian Institute of Technology, Kharagpur   1993 — 1997

De Nobili School

Experience
Colonial Life  November 2014 - Present
Integrity Benefit Partners, Inc.   September 2014 - Present
Aflac  April 2007 - Present
Aflac  April 2012 - September 2014
Securities Compliance Consulting   August 2004 - January 2011
AEGON Americas   October 1999 - August 2004

Skills
Term Life Insurance, Insurance, Health Insurance, Group Benefits, Disability Insurance, Brokers, Employee Benefits, Accident, Whole Life, Sales, Health Savings Accounts, Life Insurance

Education
Clearwater Christian College
Bachelor of Science, Accounting

Experience
AEGON Americas   November 2014 - Present
Duke Energy Corporation  April 2013 - October 2014
NextEra Energy Resources - Duane Arnold Energy Center   April 2008 - February 2013
Geonetric  March 2007 - April 2008
TitanTV Media  October 2005 - March 2007
AEGON / Transamerica  2004 - 2005

Skills
Project Planning, Cross-functional Team..., Project Management, Engineering, Procurement, Energy, Program Management, Forecasting, Process Scheduler, Management, Nuclear, Leadership, Budgets, Project Engineering, Quality Assurance, CRM, Software Documentation, Integration, Contract Management, Team Leadership, Power Plants, Power Generation, Construction, Analysis, Software Project..., Process Engineering, MS Project, Negotiation, Contract Negotiation, Change Management, Team Building, Strategic Planning, Process Improvement, Continuous Improvement, Operations Management, Proposal Writing, Business Process..., Six Sigma, Business Development, Budgeting, Scheduling

Education
University of Phoenix   2003 — 2005
MBA, Global Management

Iowa State University   2000 — 2003
Bachelor of Science (B.S.), Marketing

Experience
Milliman  September 2011 - Present
Transamerica  January 2009 - September 2011
AEGON Americas   May 2008 - December 2008

Skills
MG-ALFA, Language: English,..., Visual Basic, Microsoft Office, Hyperion Essbase, Valuation, Financial Reporting

Education
Drake University   2006 — 2008
BSBA, Actuarial Science/Finance

Experience
AEGON Americas   April 2001 - Present
Consumer Credit Counseling Service  June 2000 - April 2001

Skills
Accounting, Sarbanes-Oxley Act, Internal Controls, General Ledger, Account Reconciliation, Essbase, Accounts Payable, Accruals, Accounts Receivable, Journal Entries, Tax, Credit, Financial Analysis, Budgeting, Budgets, Finance, Financial Planning, Financial Reporting, Hyperion Enterprise, Mortgage Lending, Sarbanes-Oxley

Education
Mt Mercy University   2009 — 2012
2nd Major in Accounting, 2nd Bachelors Degree In Accounting

Fort Hays State University   1987 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General

Experience
Robert W. Baird & Co.   March 2014 - Present
Mote Wealth Management, LLC   November 2012 - March 2014
NAPFA Genesis   July 2012 - July 2013
RegentAtlantic Capital, LLC  June 2012 - October 2012
Mote Wealth Management, LLC   September 2011 - January 2012
NAPFA - Financial Planning Fundamentals Program   October 2011 - October 2011
FPA - Residency Program   October 2011 - October 2011
AEGON Americas   August 2011 - September 2011
ING Financial Partners  May 2011 - August 2011
Gelid LLC (DBA Tropical Sno)   May 2009 - August 2011

Education
Kansas State University   2012 — 2016
Doctor of Philosophy (Ph.D.), Personal Financial Planning, 4.00

Iowa State University   2011 — 2012
MFCS, Family Financial Planning, 4.00

Iowa State University - College of Business   2008 — 2012
Bachelor of Science, Finance with Economics minor, 3.83

Experience
Capital One  June 2013 - Present
AEGON Americas   January 2013 - May 2013
Office of operational excellence, University of Iowa Hospital   September 2011 - May 2013
The Henry Fund  December 2011 - December 2012
Liberty Mutual Insurance  May 2012 - August 2012
Tata Steel  November 2009 - July 2011
Tata Steel  July 2008 - October 2009
Tata Steel  July 2007 - June 2008

Skills
Financial Modeling, Process Improvement, Operations Management, Six Sigma, Theory of Constraints, Lean Sigma, DCF, Acquisition Analysis, Valuation, Financial Analysis, Production, Monte Carlo Simulation, Data Analysis, Excel, Critical Chain Project..., Steel, Equity Research, Statistics, Quantitative Analysis, Problem Solving, TQM, Forecasting, Corporate Finance, Manufacturing, Microsoft Office, Business Process..., Microsoft Excel, Negotiation, Leadership, Supply Chain Management, Analysis, Cross-functional Team..., Competitive Analysis, Analytics, Risk Management, Project Management, Team Leadership, Management, Program Management, Strategy, Strategic Planning, Budgets, Quantitative Analytics, Start-ups

Education
University of Iowa - Henry B. Tippie College of Business   2011 — 2013
MBA, Corporate Finance & Operation

Indian Institute of Technology, Roorkee   2003 — 2007
B.Tech., Metallurgy and materials engineering

Experience
PC Connection, Inc.   August 2013 - Present
EMC  January 2011 - August 2013
UHS-Pruitt Corporation  April 2009 - January 2011
MarineMax  October 2005 - March 2009
AEGON Americas   February 2000 - October 2005

Skills
Customer Focus, Results Oriented, Technical Training, Consultative Selling, Backup & Recovery, VMware, Disaster Recovery, Deduplication, SAN, Customer Presentations, Solution Selling, NAS, Business Continuity, Backup, EMC Storage, Customer Oriented, Citrix, Selling, Storage, Goal Oriented, Cloud Computing, Servers, Virtualization, Cisco Technologies, Clariion, Fibre Channel, Backup Solutions, Infrastructure, Replication, VMware ESX, Enterprise Storage, Pre-sales, Storage Area Networks, NetApp, Software Documentation, Data Center, EMC Networker, Brocade, Switches, Storage Management, iSCSI, Enterprise Architecture, Storage Solutions, High Availability, VMware Infrastructure, Netbackup, Cluster, Storage Architecture, Server Architecture, HP

Education
Florida State University   1996 — 1998

Experience
adartse   October 2011 - Present
Institutional Liquidity, LLC  August 2007 - September 2012
AEGON Americas   2001 - 2007

Skills
CAMS, OFAC, AML, Risk Management, Internal Controls, FINRA, Auditing, Financial Risk, Risk Assessment, Financial Services

Education
Barry University College of Law   1998 — 2000
Juris Doctor (J.D.), Law

University of Orlando   1998 — 1999
Master of Business Administration (M.B.A.), Legal Emphasis

University of South Florida   1994 — 1996
Bachelor's Degree, English-Professional and Technical Writing Minor: International Studies

Experience
BeSecure, S.A.   May 2002 - Present
Walmart  May 2014 - August 2015
Triad Solutions, Inc   May 2002 - May 2014
AEGON Americas   1995 - 2005
Kimberly-Clark Corporation  March 1995 - July 2001
Kimberly-Clark Corporation  1992 - 1995
Kimberly-Clark Corporation  1989 - 1992
Kimberly-Clark Corporation  1988 - 1989
Fisher & Sykes Construction   1984 - 1987
Schmidt Plantation - Ort Lumber - Furniture City USA "Bargain Room"   1980 - 1984

Skills
Start-ups, Entrepreneurship, Business Development, Mergers & Acquisitions, Marketing, Marketing Strategy, Venture Capital, Strategic Planning, Due Diligence, Management, Training, Investments, Small Business, New Business Development, Negotiation, Business Strategy, Business Planning, International Business, Project Planning, Management Consulting, Program Management, Consulting, Finance, Strategic Partnerships, Private Equity, Analysis, Funding, Executive Management, Corporate Development, Patents, Business Coaching, Trade Secrets, Financial Analysis, Portfolio Management, Forecasting, Competitive Analysis, Real Estate Transactions, Mergers, Manufacturing, Private Placements, Solutions Marketing, International..., Private Investigations, Security, Auctions, Intellectual..., Cost Reduction Solutions, printing solutions, Cultural Competency..., Corporate Trade/Barter

Education
CMU - WUM
Bachelor's Degree, Business Administration and Management, General

California Miramar University
Bachelor's Degree, Business Administration and Management, General

Georgia Institute of Technology
Textile Sciences and Engineering

University of Wisconsin-Madison
The Department of Engineering Professional Development - Special Non-Degree Courses

Experience
Teleperformance  June 2010 - Present
TIGHT Motorsports, Inc.   March 1999 - Present
APAC Customer Services  May 2008 - June 2010
ACS  2006 - 2008
Intelenet Global Services  2005 - 2006
Sykes Enterprises  2002 - 2005
AEGON Americas   1998 - 2002
Sitel  1994 - 1998

Skills
BPO, Call Center, Operations Management, Outsourcing, Lead Generation, Offshoring, Inbound Marketing, Customer Experience, Workforce Management, Vendor Management, Call Centers, CRM, Customer Retention, New Business Development, Start-ups, Management, Telemarketing, Strategy, Strategic Partnerships, Sales, Leadership, Enterprise Software, SaaS, Selling, Sales Management, Business Process, Recruiting, Negotiation, Executive Management, Contact Centers, Team Management, Business Development

Education
Bellevue University   2000 — 2002
Bachelor of Science, International Business Management

American College   1987 — 1989
Financial Planning

Life Underwriters Training Council   1984 — 1989
Financial Planning, Insurance, Investments

University of Nebraska at Omaha   1985 — 1986
Business

Experience
Flawless Faces Spa LLC   May 2012 - Present
AEGON Americas   August 2012 - January 2014
Abby's Grill   December 2011 - October 2013
Verizon Wireless  2006 - 2012

Skills
Direct Sales, Cold Calling, Customer Retention, Account Management, Customer Satisfaction, Solution Selling, Sales, Sales Operations, Sales Process, Sales Management, Telecommunications, Call Center, Salesforce.com, Quotas, B2B, Wireless, Sales Presentations, Customer Experience, Customer Service, Outside Sales, Microsoft Word, Training, Retail, Microsoft Office, Microsoft Excel, Inventory Management, Team Building, Call Centers

Education
James Logan High School   2000 — 2004

Diablo Valley College
Associate's degree

Paris Beauty College
Esthetician, Aesthetician/Esthetician and Skin Care Specialist

Experience
Abbott Northwestern Hospital  November 2014 - Present
Abbott Northwestern Hospital  September 2013 - August 2014
St Gertrudes Health and Rehabilitation Center  January 2013 - September 2013
The Lutheran Home Association  September 2012 - September 2013
Wells Fargo  June 2007 - August 2012
Wells Fargo  January 2006 - June 2007
AEGON Americas   January 2005 - August 2005

Education
Normandale Community College   2012 — 2014
Nursing

Iowa State University   2001 — 2005
Bachelor's degree, Finance, General

Experience
Gemmy Industries  February 2014 - Present
Healthcare of Iowa   May 2012 - July 2013
Valtech Technologies  January 2011 - January 2012
Hiersche, Hayward, Drakeley & Urbach, P.C.   November 2006 - October 2010
Yellowbook  January 2006 - November 2006
AEGON Americas   April 2004 - January 2006

Skills
Administrative..., Office Management, Travel Arrangements, Data Entry, Outlook, Spreadsheets, Office Administration, Calendaring, Calendars, Confidentiality, Event Planning, PowerPoint, Fax, File Management, Time Management, Administrative...

Education
Le Cordon Bleu College of Culinary Arts-Dallas   2013 — 2015
Associate's degree, Baking and Pastry Arts/Baker/Pastry Chef

West Delaware   1990 — 1994
Diploma

Iowa State University

Experience
Pegged Software, Inc.   June 2015 - Present
Merkle  July 2014 - June 2015
AEGON Americas   October 2012 - July 2014
Indeed.com  May 2011 - December 2011

Skills
Statistics, R, Derivatives, Financial Analysis, SQL, Time Series Analysis, Algorithms, Data Analysis, Machine Learning, Quantitative Finance, Capital Markets, Actuarial Science, Python, Hadoop, Predictive Modeling, Survival Analysis, Hive

Education
Rice University   2010 — 2011
Masters, Statistics

Cornell University   2006 — 2010
Bachelors, Operations Research and Information Engineering

Experience
Save On Seafood   January 2014 - Present
Trinity Services Group, Inc.   February 2000 - July 2012
AEGON Americas   August 1997 - February 2000
Malvern National Bank  January 1994 - March 1997
US Army  November 1986 - October 1994

Skills
Accounting, Operations Management, Management, Account Reconciliation, Cash Management, Financial Accounting, Microsoft Office, Budgets, Internal Controls, Financial Reporting, General Ledger, Auditing, Forecasting, Accounts Payable, QuickBooks, Payroll, Managerial Finance, Accounts Receivable, Financial Analysis, GAAP, Microsoft Excel, Microsoft SQL Server, Accpac, Visual Basic, Data Integration, Data Analysis, Data Management, Data Modeling, Data Mining, MS Excel Pivot Tables, Excel Dashboards, Crystal Reports, Relational Databases, Relational Data Modeling, Sage Abra HRMS, SAP Financial, Bank Reconciliation, Analysis, Consolidation, Financial Statements, Great Plains Software, SEC filings, Variance Analysis, Cost Accounting, Accruals, Fixed Assets, Revenue Recognition

Education
Henderson State University   1991 — 1993
Bachelor of Business Administration (BBA), Accounting and Business/Management

National Park Community College   1990 — 1991
Associate of Science (AS), Business Administration and Management, General

National Park Community College   1990 — 1991
Associate of Science (AS), Accounting

National Park Community College   1990 — 1991
Associate's degree, Food Service Management

Experience
iQor  2014 - Present
Transamerica Financial Advisors, Inc.   March 2013 - October 2014
Transamerica  January 2012 - March 2013
Transamerica Financial Advisors, Inc.   February 2008 - January 2012
AEGON Americas   April 2005 - January 2006
Macfarlane Ferguson & McMullen, P.A.   March 1998 - April 2005

Skills
Insurance, Securities, Litigation Management, Securities Arbitration, Securities Regulation, Investment Advisory, Retail Brokerage, Distribution Agreements, Insurance Litigation, Corporate Transactions, FINRA, Series 7, Series 24, Admitted to Practice as..., Retirement Planning, Corporate Law, Due Diligence, Corporate Governance, Financial Services, Risk Management, Arbitration

Education
Stetson University College of Law
Doctor of Law (JD)

Boston College
Bachelor of Arts (BA), English/Pre-Medicine

Experience
Various - Non-Profit, Education, Social Services, Small Business   October 2013 - Present
Home  June 2010 - October 2013
William Jewell College  December 2007 - June 2010
Benedictine College  September 2002 - December 2007
Americo Financial Life and Annuity  1991 - 2002
Old American Insurance Company   1988 - 1991
Investors Fiduciary Trust Company  1987 - 1988
AEGON Americas   1981 - 1987
Kraft Foods Group  1981 - 1982

Skills
Accounting, Project Management, Forecasting, Strategic Financial..., Financial Analysis, Process Improvement, Business Analysis, Management Consulting, Change Management, Problem Management, Organizational..., Business Strategy, Debt Restructuring, Internal Controls, Non-profits, Risk Management, Employee Handbooks, Microsoft Office, Computer Proficiency, Fundraising, Facilities Management, Nonprofits, Finance, Grant Writing, Start-up Consulting, Community Outreach, Entrepreneurial Finance, Strategic Planning, Venture Capital, Entrepreneurship, Higher Education, Event Planning, Entrepreneurship..., Angel Investing, Venture Financing

Education
Kauffman Center for Entrepreneurial Leadership   2001 — 2002
FastTrac Planning, Entrepreneurship/Entrepreneurial Studies, Completion Certificate

Benedictine College   2000 — 2001
EMBA, Masters of Business Administration

University of Missouri, Kansas City, Henry W Bloch School of Business and Public Administration   1998 — 1998
The Bloch School Mini-MBA, •Fourteen week Executive Education Program

University of Iowa   1975 — 1980
Bachelor of Business Administration (BBA), Accounting, Finance, and Financial Economics

Experience
CBE Companies  November 2014 - Present
CBE Companies  September 2011 - November 2014
www.ermnavigator.com   August 2008 - November 2014
Highmark  2009 - 2011
Rockhill Insurance Company  May 2006 - February 2008
AEGON Americas   2008 - 2008
General Electric  December 2003 - April 2006
General Electric  March 2002 - December 2003
General Electric  February 2001 - March 2002

Skills
Strategic Planning, Six Sigma, Basel II, Strategy, Analysis, Process Improvement, Underwriting, Risk Management, Leadership, Analytics, Financial Risk, Credit Risk, Enterprise Risk..., Portfolio Management, Statistical Modeling, Call Centers, Reinsurance, Operational Risk..., Insurance, Forecasting, Financial Analysis, Team Building, Management, Project Management, Business Analysis, Business Strategy, Business Intelligence, Credit, General Insurance, Credit Cards, Financial Services, Banking, Business Process..., SAS, Predictive Analytics, Executive Management, Financial Modeling, Data Analysis, Predictive Modeling, Cross-functional Team..., Management Consulting, Risk Analytics, Competitive Analysis

Education
Harvard Business School   2006 — 2006
Executive Business Education, Strategic Finance

University of St. Thomas - Opus College of Business   1999 — 2001
MBA, Finance

Panteion University of Social & Political Sciences-Πάντειον Παν. Κοινωνικών και Πολιτικών Επιστημών   1989 — 1995
Ph.D., Political Economy, Excellent - Arista-First Class

University of Lagos   1986 — 1987
Masters, Political Science and International Relations

University of Calabar   1981 — 1985
Bachelor, Political Science, Best Graduating Political Science Student Award

Experience
AEGON Americas   2012 - Present

Skills
Coaching, Staff Development, E-Learning, Program Management, Performance Management, Insurance, Leadership Development, Team Building, Underwriting, Organizational..., Customer Service, Instructional Design, Banking, Training

Education
Capella University   2011 — 2014
Doctor of Philosophy (Ph.D.), SOE Training and Performance Improvement

Ashford University   2008 — 2010
M.A., Teaching and Learning w/ Technology, 4.0

Morehouse College   1982 — 1988
Accounting, Accounting

Experience
AEGON  June 2012 - August 2015
AEGON Americas   October 2009 - June 2012
AEGON Americas   October 2007 - October 2009
AEGON Americas   December 2003 - October 2007

Skills
Investments, Finance, Compliance, Process Improvement, Customer Service, Analytical Skills

Education
University of Iowa   2005 — 2008
Master of Business Administration (MBA), Finance, General

Coe College   1999 — 2002
Bachelor of Arts (BA), Business Administration and Management, General

Experience
Cedar Rapids Curling Club   2013 - Present
Transamerica  September 2012 - Present
Cascade Falls Investments, LLC   December 2006 - Present
AEGON Americas   September 2011 - August 2012
Cornerstone Wealth & Tax Advisory Group   February 2011 - August 2012
CSC  2006 - 2010
United First Financial  January 2008 - January 2009
CSC  2004 - 2006
CSC  1992 - 2004
Apex Computer Services, Inc   January 1991 - March 1994

Skills
COBOL, JCL, Business Analysis, CICS, Fileaid, TSO, VSAM, SQL, SDLC, Management, Software Documentation, DB2, Insurance, Mainframe, Requirements Analysis, Easytrieve, Business Requirements, Endeavor, IBM Mainframe, Disaster Recovery, Integration, Information Technology, Performance Tuning, Production Support, Programming, Requirements Gathering, Software Development, Testing, Visio, Access, Analysis, Computer Program, Computers, ISPF, Leadership, MVS

Education
DeVry   1986 — 1988
Bachelor of Science (BS), Computer Information Systems

DeVry Institute of Technology   1986 — 1988
Bachelor of Science Degree, Computer Information Systems

Osceola High School   1981 — 1985

Experience
LG&E and KU Energy LLC  January 2012 - Present
AEGON Americas   September 2010 - December 2011
AEGON Americas   May 2009 - September 2010

Skills
Executive Level..., Proactive self-starter, Interpersonal Skill, Adaptability, Always Willing to Learn, Time Management, Customer Service, Process Improvement, Change Management, Business Continuity..., Records Management, Compliance, Data Entry, Invoicing, Accounts Payable, Escheatment, Microsoft Office, Outlook, SharePoint, Adobe Acrobat, Oracle E-Business Suite, Spreadsheets, Analysis, Critical Thinking, PeopleSoft, Microsoft Excel, Microsoft Word, Budgets, PowerPoint, Public Speaking

Education
Indiana University-Southeast   2015 — 2017
BSBA/Supply Chain & Information Management

Sullivan University   2012 — 2014
Bachelor of Business Administration (BBA), Accounting

Sullivan University   2007 — 2010
Associate of Science (A.S.), Business Administration and Management, General

Experience
Transamerica  March 2014 - Present
Transamerica  January 2013 - February 2014
AEGON  July 2011 - September 2012
AEGON Americas   May 2004 - July 2011
CNA Insurance  March 1998 - May 2004
Lincoln Financial Group  May 1993 - March 1998

Skills
Actuarial Science, Financial Reporting, IFRS, Reinsurance, Internal Controls, Valuation, Sarbanes-Oxley Act, US GAAP, Embedded Value, Fixed Annuities, Pricing, Finance, Analysis, Insurance

Education
Portland State University   1989 — 1993
M.S., Mathematics

Fudan University   1982 — 1986
B.S., Electrical Engineering

Experience
AEGON Americas   April 2012 - Present
Johns Manville  April 2011 - March 2012
Johns Manville  July 2007 - April 2011
Carlson Wagonlit Travel  January 2007 - July 2007

Skills
Active Directory, Windows Server, Servers, Virtualization, System Deployment, Technical Support, Troubleshooting, Software Installation, DHCP, SCCM, VMware vSphere, App-V, Citrix XenApp, Citrix XenDesktop

Education
Iowa State University   1998 — 2003

Experience
Deutsche Bank  August 2014 - Present
Transamerica  August 2013 - August 2014
Transamerica  November 2007 - August 2013
AEGON Americas   April 2006 - November 2007
AEGON Americas   October 2001 - April 2006
AEGON Americas   October 2000 - October 2001
Palm Harbor Chamber of Commerce   April 2000 - October 2000
Madison Bank  April 2000 - October 2000

Skills
Financial Reporting, Accounting, Internal Controls, Sarbanes-Oxley Act, GAAP, General Ledger, Auditing, Account Reconciliation, Financial Accounting, Financial Statements, Financial Analysis, US GAAP, Accounts Payable, Variance Analysis, Finance, Journal Entries, Hyperion, Bank Reconciliation

Education
University of South Florida   2004 — 2007
Business Admin, Accounting

University of South Florida-St. Petersburg Campus   2004 — 2007
Bachelor of Arts (B.A.), Accounting

St. Petersburg College   2001 — 2002
Associate's Degree, General Studies

Florida State University   1996 — 1999

Experience
Global Atlantic Financial Group Limited  March 2014 - Present
Aviva  August 2012 - March 2014
Aviva Life Insurance  March 2009 - August 2012
Aviva Life Insurance Company  October 2007 - March 2009
AEGON Americas   July 2005 - September 2007

Skills
Pricing, Financial Reporting, Financial Modeling, VBA, Embedded Value, MCEV, TAS, MoSes, MG-ALFA, Actuarial Science, Life Insurance, ALM

Education
University of Nebraska-Lincoln   2000 — 2005

Experience
Select Quote   October 2013 - Present
Undislosed   January 2012 - August 2013
Huntington National Bank  2009 - 2011
New York Life  2007 - 2009
AEGON Americas   1996 - 2007
RGIS  1991 - 1997
US Census Bureau  January 1990 - February 1991

Skills
Recruiting, Technical Recruiting, Training, Management, Sales, Budgets, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Staffing Services, College Recruiting, Contract Recruitment, Temporary Staffing, Sourcing, Retirement

Education
Central Michigan University   1985 — 1989
Bachelor of Science (B.S.), Marketing and Finance

Experience
Aetna  October 2014 - Present
Aetna  August 2005 - October 2014
Aetna  December 1999 - August 2005
AEGON Americas   February 1997 - November 1998

Skills
Customer Service, Insurance, Management, Microsoft Office, Microsoft Excel, Leadership, Project Management, Strategic Planning, Process Improvement, Business Analysis

Education
Tarrant County College   2014 — 2016
Associate's degree, Health/Health Care Administration/Management

Branford Hall Career Institute-Windsor Campus   1999 — 1999
Diploma, Medical Insurance Coding Specialist/Coder

Remington College-Fort Worth Campus   1994 — 1995
Diploma, Medical/Clinical Assistant

Experience
Stochastic Calculus and Modeling Consultants   September 2013 - Present
Foster Colley Enterprises LLC   September 2011 - Present
SCOR Global Life Reinsurance, US   May 2009 - August 2011
SCOR Global Life Reinsurance   February 2008 - July 2009
AIG  January 2007 - February 2008
Risk Prescriptions   July 2005 - February 2007
AEGON Americas   2002 - 2005

Skills
C++.Net Programmer, Financial Modeling, Enterprise Risk..., Quantitative Finance, Fixed Income, Portfolio Optimization, Stress Testing, Derivatives, Credit Derivatives, Financial Risk, ALM, Enterprise Risk..., Credit Risk, Economic Capital, Risk Management, Operational Risk..., Solvency II, Actuarial Science, Reinsurance, Portfolio Management, Embedded Value

Education
Carnegie Mellon University   2000 — 2003
Master of Science in Computational Finance, Statistics, Stochastic Calculus, Derivatives, Object-Oriented Programming

Ardenne High

Experience
Regional Elite  December 2007 - Present
AEGON Americas   February 2005 - March 2007
McLeodUSA  September 1995 - March 2004
Link Communication   April 1992 - February 1995
APAC Customer Services  April 1990 - September 1992
Huckleberry's Restraurant   August 1989 - June 1992

Education
Hamilton Technical College   1987 — 1989
Certificate of Completion, Travel and Tourism and Business Management

Experience
Aegon  September 2012 - Present
IBM  January 2010 - August 2012
AEGON Americas   January 2008 - August 2008

Education
Iowa State University   2004 — 2008
B.S., Economics

Experience
United Ways of Iowa   September 2013 - Present
Prevent Child Abuse Iowa  November 2010 - September 2013
Heartland Youth Choir   May 2009 - November 2010
Home Builders Association of Greater Des Moines   June 2007 - November 2008
Prairie Meadows Racetrack and Casino  November 2004 - June 2006
Unity Point Health  June 2000 - August 2002
Mercy Medical Center  1997 - 1999
Renaissance Group  1995 - 1997
AEGON Americas   1992 - 1995

Skills
Event Planning, Fundraising, Non-profits, Event Management, Strategic Planning, Volunteer Management, Community Relations, Communications Strategy, Nonprofits, Public Relations, Community Development, Grants, Leadership, Budgets, Community Outreach, Program Development, Media Relations, Grant Writing, Project Planning

Education
Central College   1987 — 1991
B.A., Sociology

Gladbrook

Experience
GE Capital  October 1978 - June 2003
AEGON Americas   September 1985 - September 1997

Skills
Microsoft Office, Research, Photoshop, HTML, Data Analysis, Database Administration

Education
Computer Processing Institute, Bridgeport, CT   1980 — 1981
Diploma, Computer Programming, Specific Applications

Mahayana Bhopal University, Udaipur, India   1978 — 1979
Master of Science (M.Sc.), Zoology/Animal Biology

Maharana Pratap University of Agriculture and Technology   1977 — 1979
Master of Science (M.Sc.), Zoology/Animal Biology

Experience
KP Underwriting, LLC   January 2004 - Present
AVIVA  2005 - 2007
John Hancock Life Insurance Company (U.S.A.)   October 2002 - September 2004
AEGON Americas   1991 - 2002

Skills
Insurance, Claim, Claims Management, Process Improvement, Risk Management, Underwriting, Medicare, Project Management, Medicine, Property & Casualty..., Workers Compensation, Liability, Life Insurance, Commercial Insurance

Education
Eastern Kentucky University   1987 — 1991
Bachelor of Business Administration (BBA), Business Administration, Management and Operations

Experience
AEGON Americas   March 2014 - Present
AEGON Americas   July 2009 - March 2014
AEGON Americas   August 2006 - July 2009
Applied Systems  June 2005 - August 2006

Skills
SharePoint, Disaster Recovery, VMware, Business Analysis, ITIL, Visio, Active Directory, Enterprise Architecture, Windows Server, Software Documentation, System Administration, IT Strategy, Troubleshooting, Vendor Management, Requirements Analysis, Data Center, Integration, SCCM

Education
Hawkeye Community College   2002 — 2005
Associate's Degree, Computer Networking and Engineering

Experience
Department of Veterans Affairs  July 2011 - Present
Department of Defense  March 2009 - July 2011
Fidelity Investments  April 2007 - September 2007
JPMorgan Chase  September 2003 - October 2006
AEGON Americas   September 2002 - March 2003
MCI WorldCom, Inc.   October 2000 - June 2002
Caterpillar Inc.  January 1998 - October 2000
United States Marine Corps  February 1995 - January 1998

Skills
SDLC, Testing, COBOL, DB2, Quality Assurance, Mainframe, Integration, SharePoint

Education
Illinois State University   1998 — 1998
CIS

Experience
AEGON USA Investment Management  January 2013 - Present
AEGON Americas   March 2012 - January 2013
PricewaterhouseCoopers  June 2011 - July 2011
Aviva-Cofco Life Insurance Company   January 2009 - February 2009
The People's Insurance Company of China   July 2008 - August 2008

Education
University of Iowa   2010 — 2012
MS, Actuarial Science

Hunan University   2005 — 2009
BS, Actuarial Science

Experience
Oceaneering  August 2011 - Present
Transamerica  December 2004 - April 2011
AEGON Americas   April 2001 - December 2004

Skills
Inventory Management, Customer Service, Microsoft Office, Logistics, Warehousing

Education
Anne Arundel Community College   1976 — 1977

Experience
Transamerica  August 2012 - Present
Roper Industries  September 2010 - August 2012
AEGON Americas   September 2007 - September 2010
Ernst & Young  December 2004 - August 2007

Skills
Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, SEC filings, Internal Audit, Auditing, Consolidation, Financial Reporting, Accounting, Financial Accounting, Financial Analysis, CPA, Enterprise Risk..., CISA, Variance Analysis, Financial Audits, General Ledger

Education
Harding University   1999 — 2003
Bachelor of Business Administration, Accounting

Experience
Union Pacific Railroad  September 2012 - Present
Union Pacific Railroad  May 2011 - September 2012
AEGON Americas   January 2010 - August 2010

Skills
SAP, Lotus Notes, Business Objects, Microsoft Office, Microsoft SQL Server, Business Intelligence, Accounting, Payroll, Finance

Education
Iowa State University   2008 — 2011
Bachelor of Science, Accounting and Finance

Des Moines Area Community College   2006 — 2008
Associate in Arts, Liberal Arts

Experience
AEGON  March 2006 - Present
AEGON Americas   February 2002 - March 2006

Skills
Accounting

Education
Mount Mercy College   1998 — 1999
Bachelor of Business Administration (B.B.A.), Accounting

Iowa Central Community College   1995 — 1997
Associate of Arts (A.A.), Accounting

Experience
Kemper Auto Home  January 2000 - Present
AEGON Americas   December 1995 - December 2000
Resolution Trust Corporation - RTC  June 1988 - December 1995
Burlington Industries - Lees Carpets   June 1975 - June 1988

Education
Guilford College   1985 — 1987

Drexel University - College of Business and Administration   1967 — 1972
Bachelor of Science (BS), Accounting and Finance

Penncrest High School   1963 — 1967
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Experience
Humana  September 2002 - Present
HCC Insurance  July 1999 - August 2002
HCC Insurance Holdings, Inc.   June 1998 - June 1999
AEGON Americas   June 1993 - June 1998
PricewaterhouseCoopers  1987 - 1993

Skills
Financial Reporting, Budgets, Finance, Insurance, Accounting, Risk Management, Financial Analysis, Process Improvement, Strategic Financial..., Sarbanes-Oxley Act, Health Insurance

Education
Indiana University-Southeast   1982 — 1986
Bachelor of Science (BS), Accounting

Indiana University-Southeast
Master of Business Administration (MBA)

Experience
Franklin Templeton Investments  January 2011 - July 2012
AEGON Americas   October 2004 - October 2008
Pinellas County Schools  January 2003 - June 2004
Allstate Insurance Company  May 1997 - January 2003

Skills
Proofreading, Typing, Compliance, Accurate Data Entry, Teaching, PeopleSoft, Outlook, Online Research, Legal Research, Research, Microsoft Excel, PowerPoint, EDGAR filings, EDGAR, SERFF, HTML

Education
Florida State University   2005 — 2007
Master's Degree, Business - Risk Management, Insurance

University of South Florida   2001 — 2003
Bachelor of Science (BS), Elementary Education and Teaching

Experience
UPS  July 2013 - Present
UPS  September 2004 - July 2013
Radiant Systems Inc.  January 2001 - July 2004
S1 Corporation  May 2000 - December 2000
AEGON Americas   May 1999 - April 2000
Attachmate  March 1997 - May 1999

Skills
Business Intelligence, Management, Business Analysis, Business Process..., Supply Chain Management, Project Management, Logistics, Data Analysis, Process Improvement, Visio, Microsoft SQL Server, Financial Reporting, Strategy, SDLC, Workforce Planning, Supply Chain..., Decision Sciences, Marketing, Air Freight, Procurement, Contract Negotiation, Contract Management, International Sales

Education
The University of Georgia   1991 — 1996
Bachelor's degree, Management Information Systems

Georgia State University   1996 — 1997
Management Information Systems

Experience
International Monetary Fund  October 2010 - Present
The World Bank  November 2008 - September 2010
AEGON Americas   February 2001 - October 2008
Munich Re  October 1998 - December 2000
Swiss Re  January 1998 - September 1998
Swiss Re  July 1996 - December 1997
Cologne Reinsurance   February 1994 - June 1996
University of Hamburg  April 1988 - February 1994
University of Hamburg  April 1984 - February 1988

Skills
Reinsurance, Insurance, International..., New Business Development, Strategic Negotiations, Risk Analysis, Business Strategy, Management Consulting, International Relations, Policy, Micro Insurance, Emerging Markets, Capacity Building, Economics, Risk Management, Financial Services, International..., Macroeconomics, Financial Analysis, Training, Policy Analysis

Education
Stanford Business School
Executive Program in Leadership: The Effective Use of Power

Wharton Business School
Critical Thinking: Real World, Real Time Decisions Program

Harvard Business School
Strategic Negotiations: Deal making for the long term

University of Chicago Graduate School of Business
Building and Implementing Growth Strategies

MIT Sloan School of Management
Executive Program for the Americas

University of Hamburg
Doctor of Philosophy (Ph.D.), Mathematics

University of Hamburg
Master's degree, Mathematics

University of Hamburg
Master's degree, Physics

Experience
Xylem Inc.  March 2015 - Present
Xylem Inc.  May 2012 - March 2015
Xylem Inc.  August 2010 - May 2012
ITT  August 2008 - August 2010
ITT  January 2007 - August 2008
NextEra Energy, Inc.   June 2005 - January 2007
AEGON Americas   August 2004 - June 2005
EY  June 2001 - August 2004

Skills
Process Improvement, Strategic Planning, Business Strategy, Financial Reporting, Sarbanes-Oxley Act, Management, Financial Analysis, Cross-functional Team..., Internal Controls, Forecasting, Mergers & Acquisitions, Budget Process, Integration, International Management, Leadership, Strategy, Team Building, Accounting, Budgets, Variance Analysis, Change Management, Hyperion, US GAAP, Microsoft Excel, Cost Accounting, Financial Accounting, Analysis, Business Planning, Acquisition Integration, Business Process..., Auditing, Managerial Finance, Finance

Education
Florida State University   2000 — 2002
Master's degree, Accounting

Florida State University   1998 — 2000
Bachelor's degree, Accounting and Finance

Experience
Four Oaks  July 1999 - Present
Horizons, A Family Service Alliance  2001 - 2008
Foundation 2 Crisis Center   1992 - 1998
AEGON Americas   1977 - 1998

Skills
individual, group,..., emdr, adlerian sandtray play..., juvenile sexual..., sexual victimization, trauma focused cbt, Social Services, Mental Health, Case Management

Education
University of Northern Iowa   1996 — 1999
Master of Arts (MA), Mental Health Counseling/Counselor

Coe College   1981 — 1985
Bachelor of Arts (B.A.), Business Administration and History

linn mar   1969 — 1973