Allianz Life
Industry: Financial services company
DescriptionAllianz SE is a European financial services company headquartered in Munich, Germany. Its core businesses are insurance and asset management. CEO: Oliver Bäte (7 May 2015–) Headquarters: Munich, Germany Revenue: 126.1 billion EUR (2017) Assets under management: 1.96 trillion EUR (2017) Subsidiaries: PIMCO, Mondial Assistance Group, Euler Hermes, Did you know: Allianz is the world's third-largest financial services company by revenue ($140.3 B). wikipedia.org
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Allianz Life Employees
EY August 2015 - Present
University of Minnesota March 2015 - May 2015
EY January 2015 - March 2015
Tradition Valet, Inc May 2012 - December 2014
Allianz Life June 2014 - August 2014
Education
University of Minnesota - Carlson School of Management 2014 — 2015
Master's Degree, Master of Accountancy
University of Minnesota - Carlson School of Management 2011 — 2014
Bachelor's Degree, Accounting
Totino-Grace Highschool 2007 — 2011
Optum April 2014 - Present
Target November 2012 - April 2014
Allianz Life of North America March 2011 - October 2012
Allianz Life January 2006 - March 2011
Travelers 1997 - May 2004
Skills
Salary Administration, Budgeting, Analysis, Accounting, Sales Compensation..., Market Pricing, Compensation..., Budgets, Finance, Incentive Programs, Financial Analysis, Compensation Structures, Forecasting, PeopleSoft, Personnel Management, Human Resources, Payroll, Sales Compensation, Strategy, Employee Benefits, Performance Management, Management, Leadership, Process Improvement
Education
University of St. Thomas 2005 — 2009
MBA, Finance
University of Minnesota - Carlson School of Management 1993 — 1997
BSB, Accounting
Allianz Life October 2014 - Present
Deloitte September 2012 - October 2014
UnitedHealth Group June 2010 - August 2011
University of Minnesota April 2009 - May 2010
Skills
Accounting, Auditing, US GAAP, CPA, Sarbanes-Oxley, Financial Accounting, Internal Controls, Analysis, Risk Assessment, Microsoft Excel, Data Analysis, General Ledger, Account Reconciliation, Client Relations Skills, Project Management, Project Planning, Financial Reporting, Financial Statement..., Creative Problem Solving, Passion for Quality, SEC Filings, External Audit, GAAP, Financial Statements, Assurance, PowerPoint, Problem Solving
Education
University of Minnesota - Carlson School of Management 2008 — 2011
Bachelor of Science in Business, Accounting
University College Cork 2009 — 2009
Allianz Life December 2014 - Present
Insight Global May 2014 - October 2014
Target December 2009 - March 2014
Target January 2009 - December 2009
Target May 2004 - January 2009
Target January 2002 - May 2004
Target February 2000 - January 2002
Rivertown Trading Company November 1999 - February 2000
Rivertown Trading Company September 1996 - November 1999
MicroAge April 1995 - September 1996
Skills
Product Development, Process Improvement, Analytics, Leadership Development, Microsoft Office, Team Building, Customer Service, Business Process..., Process Mapping and..., ITIL v3 Foundations..., Technical Presentations, Company Presentations, Executive Presentations, Business Process..., Facillitation, Project Management, Consulting, Business Analysis, Business Requirements
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Master of Business Administration (MBA)
University of Northwestern - St. Paul 1984 — 1988
Bachelor's degree, Communications
Magnet 360 July 2009 - Present
Reside LLC 2009 - 2011
Matzdorff LLC October 2007 - July 2009
Allianz Life February 2002 - April 2007
Allianz Life Insurance Company 2000 - 2004
Allianz Life January 1990 - January 2000
EBP Life January 1994 - January 1995
KPMG January 1987 - January 1990
Skills
Mergers, Finance, Investments, Consulting, Leadership, Risk Management, Management, Financial Analysis, Mergers & Acquisitions, Start-ups, Strategy, Corporate Finance, Auditing, Salesforce.com, Employee Benefits, Marketing, Process Improvement, Insurance
Education
University of Iowa 1983 — 1987
BBA, Accounting
AIG Financial Distrubutors April 2014 - Present
Ohio National Financial Services August 2008 - April 2014
Allianz Life August 2007 - August 2008
Lincoln Financial Distributors July 2006 - August 2007
Allstate Financial March 1999 - May 2006
Allstate Financial July 1994 - March 1999
Education
University of Iowa 1987 — 1991
BA, Economics
Kevin Mackin LLC July 2006 - Present
Prime Therapeutics January 2015 - August 2015
Prime Therapeutics January 2014 - December 2014
Prime Therapeutics May 2011 - December 2013
Lifetouch National School Studios March 2010 - May 2011
Lifetouch National School Studios July 2006 - March 2010
Keane, Inc. January 1998 - June 2006
Allianz Life October 2003 - May 2006
Gateway March 2002 - October 2003
Ramsey County October 2002 - January 2003
Skills
Program Management, Management Consulting, Project Management, Project Delivery, Agile Project Management, Project Planning, Software Project..., SDLC, Business Intelligence, Business Analysis, Requirements Analysis, IT Operations, Team Leadership, PMO, Process Improvement, Software Development, Agile Methodologies, Integration, Leadership, Management, Analysis, Scrum, Project Portfolio..., Risk Management, Strategy, PMP, Vendor Management, Visio, Data Warehousing, Requirements Gathering, IT Strategy, Business Process, Business Process..., IT Management, Waterfall, Resource Management, Enterprise Architecture, Cross-functional Team..., MS Project, Business Requirements, SharePoint, Software Documentation, Information Technology, ITIL, Quality Assurance, Enterprise Software, Architectures, User Acceptance Testing, Testing, Systems Analysis
Education
University of Colorado Colorado Springs
Computer Science
Allianz Life October 2014 - Present
Rust Consulting November 2013 - October 2014
HealthPartners January 2013 - November 2013
TCF Bank February 2012 - January 2013
Ascension Health Information Services (AHIS) February 2009 - December 2011
AIG June 2008 - January 2009
Knoll October 2005 - March 2007
Skills
Business Analysis, Business Process, Visio, Business Requirements, Requirements Gathering, SDLC, Systems Analysis, User Acceptance Testing, Project Management, Management, Requirements Analysis, Microsoft Excel, Microsoft Office, SharePoint, Process Improvement
Education
State University of New York at Albany
Bachelor of Arts and Science
Securian Financial Group April 2014 - Present
Allianz Life May 2008 - April 2014
J.P. Morgan May 2005 - September 2007
CCA Strategies June 2005 - September 2005
Skills
Chartered Financial..., FSA, CERA, Reinsurance, ALM, Financial Risk, Life Insurance
Education
University of Colorado at Boulder 2001 — 2004
Bachelor's degree, Applied Mathematics
Voya Financial March 2015 - Present
Allianz Life September 2014 - February 2015
Feltl and Company November 2012 - April 2014
ING August 2008 - October 2012
ING June 2006 - August 2008
Ameriprise Financial December 2003 - May 2006
Edward Jones June 2001 - December 2002
Piper Jaffray February 2000 - May 2001
Southwestern Company January 1994 - August 1999
Skills
Retirement Planning, Series 63, Investments, Fixed Annuities, Relationship Management, Life Insurance, Series 7, Mutual Funds, Wealth Management, Business Development, Finance, Marketing, Sales Operations, Insurance, Marketing Strategy, Financial Advisory, Training, Strategic Financial..., Sales, New Business Development, Equities, Financial Planning
Education
The University of North Dakota 1994 — 1999
Communications, Public Relations
The University of North Dakota
Allianz Life June 2014 - Present
Mercer June 2013 - August 2013
Office for Technology Commercialization June 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Photoshop, Social Media, Public Speaking, Windows, Time Management
Education
University of Minnesota - Carlson School of Management 2010 — 2014
BS, Marketing
IES Abroad 2012 — 2012
ResCap Liquidating Trust December 2013 - Present
Ally Financial July 2000 - Present
Ally Financial Inc. 2000 - Present
GMAC RESCAP (formerly GMAC-RFC) 2000 - December 2013
Beacon Application Services December 1996 - July 2000
Allianz Life September 1987 - December 1996
Skills
ERP, Training, Analysis, PeopleSoft, Project Management, Forecasting, Strategy, Essbase, Management, Leadership, Project Planning, Visio, Variance Analysis, Requirements Analysis, Accounting, Business Analysis, Business Requirements, Finance, Process Improvement
Education
University of Alabama 1976 — 1980
Four Seasons Hotels and Resorts March 2013 - Present
Four Seasons Hotels and Resorts January 2012 - March 2013
Allianz Life October 2011 - December 2011
Carlson School of Management May 2008 - December 2011
Allianz Life June 2011 - September 2011
Lakeshirts May 2010 - August 2010
Country Inn & Suites by Carlson May 2008 - August 2010
Four Seasons Hotels and Resorts January 2010 - April 2010
Country Inn & Suites by Carlson June 2005 - August 2008
Frazee Summer Recreation May 2005 - August 2008
Skills
Coaching, Human Resources, Interviews, Leadership, Recruiting, Talent Acquisition, Training
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Bachelor of Science in Business, Major:Human Resources & Industrial Relations Minor: Athletic Coaching
Allianz Life May 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - May 2015
Ameriprise Financial Services, Inc. June 2012 - January 2014
Mutual of Omaha January 2012 - May 2012
U of M Stock Trader's Club May 2011 - May 2012
U of M Investment Fund December 2010 - May 2012
Carlson School of Management September 2009 - May 2012
Receivables Control Corporation June 2011 - September 2011
North Star Resource Group June 2011 - August 2011
Lord Fletcher's May 2008 - September 2010
Skills
Finance, Financial Modeling, Financial Advisory, Leadership, Time Management, Mutual Funds, Financial Services, Customer Service, PowerPoint, Financial Planning, Financial Analysis, Strategic Financial..., Social Skills, Social Media, Retirement, Microsoft Excel, Microsoft Office
Education
Orono
University of Minnesota - Carlson School of Management
Prudential Financial April 2014 - Present
Allianz Life September 2012 - April 2014
Allianz Life May 2011 - September 2012
Skills
VBA, Access, Word, C++, Actuarial Science, Actuarial, Pricing, Financial Risk, Financial Modeling, Fixed Annuities, Life Insurance, Microsoft Excel, Variable Annuities, Insurance, SQL, MoSes, Risk Management
Education
The University of Connecticut
B.S., Mathematics-Actuarial Science
RedBrick Health July 2014 - Present
Best Buy May 2011 - July 2014
CVS Health February 2009 - June 2010
Bank of America 2007 - 2009
BNY Mellon 2004 - 2007
UnitedHealth Group 2002 - 2004
Allianz Life 1999 - 2002
Tor Dahl and Associates 1996 - 1999
Skills
Strategy, Leadership, Strategic Planning, Cross-functional Team..., E-commerce, Management, B2B, Marketing, Process Improvement, Account Management, Vendor Management, Strategic Partnerships, Marketing Strategy, Sales Operations, Customer Retention, Competitive Analysis, P&L Management, Customer Experience, Product Marketing, Retail, CRM, New Business Development, Program Management, Sales Management, Team Leadership, Product Management, Pricing, Contract Negotiation, Coaching, Long Distance Running, Business Strategy, Digital Marketing, Performance Management, Linguistics, P&L
Education
Truman State University
M.A., English
Truman State University
B.A., English and Communications
Nerinx Hall
Allianz Life July 2008 - Present
Skills
Insurance
Education
Jamestown College 1994 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Patina Public Relations, Inc. Marketing and Public Relations Manager, Amplatz Children's HospitalFairview Health ServicesJune 2011 - January 2013
Allianz Life November 2007 - July 2009
Bolin Marketing & Advertising November 2005 - July 2007
Fleishman Hillard August 2003 - October 2004
Chipotle Mexican Grill August 1999 - December 2002
Saint Paul Hotel March 1994 - March 1999
University of North Dakota May 1989 - May 1994
Skills
Marketing Communications, Strategic Communications, Public Relations, Internal Communications, Social Media, Integrated Marketing, Strategy, Marketing, Non-profits, Strategic Planning, Public Speaking, Leadership, Event Planning, Market Planning, Business Development, Management, Media Relations, Corporate Communications, Program Management, Team Building, Account Management, Community Development, Community Outreach, Press Releases, Social Media Marketing, Creative Direction, Copywriting, Communications Planning, Crisis Communications, Event Management, Newsletters, Advertising, Publicity, Nonprofits
Education
University of North Dakota 1986 — 1991
Bachelor's, Public Relations
The University of North Dakota
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Accountemps/Robert Half June 2014 - July 2014
Accountemps/Robert Half March 2014 - June 2014
Awad Eye Care, LLC June 2004 - March 2014
Soteria Family Health April 2000 - June 2004
Allianz Life September 1981 - April 2000
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounts Receivable, PowerPoint, Customer Service, Accounts Payable, Medical Billing, Accounting, Outlook, Budgets, Invoicing, Data Entry, Medical Terminology
Education
Ultimate Medical Academy 2010 — 2011
Associate's degree, Medical Billing/Coding
University of Minnesota-Twin Cities
Computer Science, Music
Allianz Life April 2014 - Present
Minneapolis Financial Group November 2013 - April 2014
Northwestern Mutual October 2011 - November 2013
alleviaCARE 2009 - 2010
H & A Trading Inc. 2002 - 2009
Skills
Disability Insurance, Customer Service, Strategic Financial..., Investments, Inspiration, Retirement Planning, Financial Analysis, Marketing, Business Development, Finance, Financial Planning, Insurance, Leadership, Management, Mutual Funds, Public Speaking, Retirement, Sales, Team Building, Wealth Management
Education
University of Minnesota-Twin Cities 2008 — 2011
Bachelor of Arts (BA), Economics
University of Minnesota - Carlson School of Management 2008 — 2011
Entrepreneurial Management
Eden Prairie High School
University of Minnesota Physicians; University of Minnesota Health; Fairview Health Services April 2010 - June 2015
Hilgers Marketing, Inc. 1996 - 2010
Carlson School of Management 2007 - 2007
Allianz Life 2003 - 2007
Miller Meester Advertising 1991 - 1996
Colle & McVoy Advertising 1986 - 1990
Skills
Corporate Communications, Strategic Planning, Advertising, Marketing, Project Management, Research, Marketing Strategy, Strategic Communications, Public Relations, Marketing Communications, Media Relations, Marketing Research, Program Management, Brand Management, Direct Marketing, Fundraising, Integrated Marketing
Education
University of Minnesota - Carlson School of Management
Jazba Entertainment March 2014 - Present
Deloitte June 2015 - August 2015
Travelers February 2015 - April 2015
Carlson School of Management September 2014 - April 2015
Allianz Life June 2014 - August 2014
Deloitte July 2014 - July 2014
Morgan Stanley July 2014 - July 2014
EY June 2014 - June 2014
Carlson School of Management May 2014 - May 2014
BestPrep May 2012 - August 2012
Skills
Leadership, Teamwork, Public Speaking, Economics, Strategy, Microsoft Office, Project Management, Nonprofits, Management, Start-ups, Entrepreneurship
Education
University of Minnesota - Carlson School of Management 2013 — 2017
BSB Finance, BS Economics, Honors Program, Dean's List
Math and Science Academy 2006 — 2013
Fidelity Investments November 2012 - December 2013
Financial Marketing Group October 2011 - October 2012
Insurance and Financial Services Agency August 2010 - September 2011
Orlando, FL June 2009 - November 2009
Allianz Life September 2005 - March 2009
Allianz Life January 2004 - August 2005
CORTRUST BANK/RAYMOND JAMES FINANCIAL SERVICES January 2000 - January 2003
HOMETOWN INSURERS/PRIMEVEST FINANCIAL SERVICES January 2000 - January 2000
SUNPOINT SECURITIES January 1994 - January 2000
PIPER JAFFRAY & COMPANY January 1990 - January 1994
Education
The University of South Dakota 1981 — 1984
BS
SCA - Hygiene and Forest Products Company August 2015 - Present
SCA Hygiene Products November 2012 - July 2015
SCA Personal Care June 2008 - November 2012
SCA Hygiene Products November 2005 - May 2008
SCA Hygiene Products December 2003 - October 2005
SCA Hygiene Products June 2002 - November 2003
GTC TeleCommunication GmbH - Ihr Spezialist fuer Fax-, E-Mail- und SMS-Marketing October 2000 - May 2002
Universität Hohenheim December 1999 - July 2000
Allianz Life June 1997 - September 1997
Hewlett-Packard July 1996 - October 1996
Skills
Customer Insight, Shopper Marketing, Trade Marketing, Marketing Management, Communication..., Brand Management, Marketing Strategy, Product Marketing, Product Development, Marketing Research, Market Planning
Education
Universität Hohenheim 1994 — 1999
Diplom Oeconom, Marketing, Information Management, Controlling, 1,9
Eduard-Spranger-Gymnasium 1985 — 1993
Abitur, Mathematics, politics, 1,5
Allianz Life September 2010 - Present
Allianz Life June 2008 - September 2010
Affinity Wealth Solutions November 2006 - June 2008
Skills
Project Management, Problem Solving, Marketing Strategy, Product Marketing, Financial Markets, Brand Management, Organizational..., Annuity Sales, Variable Annuities, Equity Indexed Annuities, Collaboration, Financial Services, Insurance, Relationship Management, Sales, Series 6
Education
University of Michigan 2004 — 2008
Bachelor of Arts (B.A.), Sociology
Hackett
Bahasa Technology Solutions May 2014 - Present
Wycliffe Associates April 2011 - Present
Progressive Communications Int'l January 2003 - March 2012
International Map Trade Association (Americas) 2010 - December 2011
Net Heroes April 2005 - December 2005
Allianz Life November 2001 - January 2003
Colossal Color Company November 1998 - November 2001
ColorSpan November 1997 - November 1998
Skills
Digital Printing, Database Marketing, Marketing, Offset Printing, Small Business, Networking, Customer Service, Strategic Planning, Finance, Marketing Strategy, IT Operations, Project Management, Account Management, Leadership, Training, Public Speaking, Team Building
Education
US Army 1986 — 1998
Yes
University of Minnesota-Twin Cities 1990 — 1991
None
Tulsa Community College 1989 — 1989
None
Allianz Life June 2014 - Present
Cummins Inc. May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Time Management, Teamwork, Microsoft Word, Social Media, Customer Service, Sales, Analysis
Education
University of Minnesota - Carlson School of Management 2010 — 2014
BSB, Accounting
University of Otago 2012 — 2012
Dunedin, New Zealand, Accounting
Allianz Life June 2014 - Present
The Hartford September 2011 - May 2014
Transamerica November 2010 - August 2011
Skills
Actuarial Science, ALM, Economic Capital, Life Insurance
Education
University of Iowa 2004 — 2011
BA Mathematics
Allianz Life November 2009 - Present
URL Financial Group-One Stop Brokerage September 2009 - Present
Americo Financial Life and Annuity May 2008 - Present
The Hartford September 2007 - Present
AIG American General June 1998 - October 2007
Skills
Fixed Annuities, Annuities&Life..., Annuities, Financial Analysis, Budgeting, Insurance, Investments, Strategic Planning, Budgets, Business Strategy, Strategy, Analysis, Strategic Financial..., Management, Banking, Financial Modeling, Finance, Mergers & Acquisitions, Business Analysis, Management Consulting, Risk Management, Corporate Finance, Portfolio Management, Mergers, Business Planning
Education
University of Belgrade
Oracle October 2012 - Present
InteracTraining Corporation January 2007 - October 2012
Allianz Life July 2006 - December 2007
UnitedHealth Group 2004 - 2006
UnitedHealth Technologies January 2004 - July 2004
Retek January 2001 - November 2003
Oracle Corporation 1995 - 2000
Skills
Management, Change Management, Training, Training Delivery, Coaching, Strategy, Leadership, Instructional Design, Negotiation, Staff Development, Strategic Planning, Program Management, Process Improvement, Team Building, Team Management, Project Management
Education
University of Colorado Colorado Springs 1989 — 1992
MBA
Allianz Life October 2014 - Present
Aon Hewitt May 2013 - September 2014
Skills
Actuarial Science, Actuarial Consulting
Education
Université Laval 2011 — 2013
Bachelor of Arts (BA), Actuarial Science
Aon Benfield February 2013 - Present
Evantage Consulting April 2006 - February 2013
Allianz Life February 2005 - April 2006
Carlson Marketing Group June 2000 - February 2005
Skills
Business Analysis, Project Management, Requirements Gathering, Business Process, SDLC, Cross-functional Team..., Business Process..., IT Strategy, Process Improvement, Project Planning, Healthcare Consulting, SharePoint, Analytics, PMO, Program Management, Business Intelligence, Project Portfolio..., Agile & Waterfall..., Consulting, Web Project Management, Process Consulting, Stakeholder Management, Digital, Project Governance, Mentoring, Priority Management, TFS, EPM, Microsoft Project Server, Management, Analysis, Business Requirements, Agile Methodologies
Education
Carlson School of Management (University of Minnesota) 2003 — 2005
MBA, Information and Decision Sciences, Healthcare Administration
University of Nevada-Reno
Business Administration, Computer Information Systems
Allianz Life June 2013 - Present
Allianz Life June 2012 - June 2013
Saint John's University August 2008 - May 2012
Allianz Life June 2011 - April 2012
Allianz Life June 2010 - August 2010
Skills
Outlook, Word, PowerPoint, Excel, Microsoft Office, Problem Solving, Public Speaking, Writing, Customer Relations, Microsoft Excel, Newsletters, Social Networking, Teamwork, Critical Thinking, Event Planning, Research
Education
Saint John's University 2008 — 2012
Bachelor of Arts, Communication
University of Notre Dame Australia 2011 — 2011
Becker
Becker
Allianz Life January 2013 - Present
Ceridian November 2011 - January 2013
Ceridian March 2011 - November 2011
Thomson Reuters June 2007 - March 2011
Eaton May 2005 - June 2007
O'Neill Language Academy October 2003 - June 2006
AT&T August 2001 - August 2003
Skills
Financial Analysis, Forecasting, Data Analysis, Pricing Analysis, Process Improvement, Financial Modeling, Business Analysis, Access, Compensation, Compensation Plan Design, Sales Analytics, Sales Compensation..., Microsoft Excel, Income Statement, Budgets, Sales Operations, Market Pricing, Salary Surveys, Rewards Programs, Annual Reviews, Bonus Programs, Presentations, Consulting, P&L, Cognos, Profitability Analysis, Variance Analysis, Deferred Compensation, Team Building, Training, Leadership, Analysis, Sales, Salary, Compensation Structures, Payroll, Human Resources, Business Analytics, Management, Employee Benefits, CO-PA, Strategy, Strategic Financial..., Program Management, Personnel Management, Start-ups, Strategic Planning, Compensation & Benefit, Financial Planning, Performance Management
Education
University of Minnesota - Carlson School of Management 2005 — 2008
Master of Business Administration (M.B.A.), Strategy and General Management
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Arts (B.A.), Economics
LaBarge Financial, LLC May 2013 - Present
Premier Planning Group - Premier Brokerage Services April 2013 - Present
Advisors Resource LLC March 2011 - March 2013
Allianz Life January 2007 - March 2011
Skills
Insurance, Fixed Annuities, Life Insurance, Long-term Care, Series 6, Term Life Insurance, Sales, Retirement, Retirement Planning, IRAs, 401k, Strategic Financial..., Wealth Management, Series 7, Variable Annuities, Series 63, Financial Advisory, Mutual Funds, Financial Services, Long Term Care Insurance, Financial Planners, Universal Life, Estate Planning, Whole Life, Investments, Asset Allocation, FINRA, Investment Advisory, Critical Illness, Wealth, Securities, Financial Planning
Education
The University of South Dakota 2003 — 2006
BBA, Accounting, Health Services Administration
Alpine Brokerage Services, LLC December 2014 - Present
Alpine Brokerage Services, LLC November 2013 - December 2014
Looking for a new challenge February 2012 - November 2013
Associated Life Brokerage, Inc. April 2011 - January 2012
Highland Capital Brokerage August 2010 - February 2011
Allianz Life January 2007 - August 2010
Roster Financial 2001 - 2007
Roster Financial 2001 - 2003
Roster Financial 2000 - 2003
Roster Financial 1998 - 2001
Skills
Fixed Annuities, Health Insurance, Strategic Financial..., Investments, Insurance, Underwriting, Series 63, Term Life Insurance, Estate Planning, Retirement, Retirement Planning, Brokers, Marketing, Risk Management, 401k, Employee Benefits, Life Insurance, Disability Insurance, Business Development, Long-term Care, Mutual Funds, Sales, Wealth, Executive Management, Strategic Planning, Training, IRAs, Long Term Care Insurance, Series 6, Financial Planners, Whole Life, Wealth Management, Universal Life, Series 7, Critical Illness, Financial Services, Variable Annuities, Securities, Pensions, Financial Advisory, Asset Allocation, Small Business, Life & Health Insurance..., Investment Advisory, Investment Strategies, Roth IRA, Relationship Management, Wealth Accumulation, Financial Goals
Education
University of Delaware 1990 — 1995
BS
Christiana High School 1986 — 1990
HS
Transamerica December 2013 - Present
CUNA Mutual Group 2012 - 2013
Ernst & Young 2010 - 2011
Allianz Life 2005 - 2010
Skills
Economic Capital, Actuarial Science, Enterprise Risk..., Financial Risk, Hedging, Fixed Annuities, Insurance, ALM, Solvency II, Risk Management, Reinsurance, Life Insurance, VBA, Financial Modeling, Underwriting
Education
University of Maryland College Park 1998 — 2003
BS, Math
University of Maryland College Park
BS Mathematics, Math & Comp Sci
Stratasys January 2015 - Present
Stratasys July 2014 - Present
Covidien (formerly ev3) April 2011 - December 2013
Capella Education Co. (through Human Resources Staffing Inc.) July 2010 - March 2011
Little & Company March 2009 - May 2010
Open Systems International, Inc. September 2007 - April 2008
University of Minnesota, College of Biological Sciences March 2004 - August 2007
Allianz Life September 2003 - February 2004
Great River Energy June 1993 - September 2002
Skills
HRIS, Talent Management, Performance Management, Employee Relations, Human Resources, Talent Acquisition, Succession Planning, Employee Benefits, Total Rewards Strategy, Acquisition Integration, Management Coaching, Benefits Management, Organizational..., Process Improvement, Team Facilitation, Training, Employee Communications, Vendor Management, Collective Bargaining, Change Management, Project Management, Job Evaluation, Labor Relations, Mergers & Acquisitions, Compensation Programs, Employee Engagement, Employee Handbooks, Team Leadership, Compensation & Benefit, Strategy, Internal Communications, Compensation & Benefits
Education
University of Minnesota - Carlson School of Management
MA, Industrial Relations
University of Minnesota Duluth
BA, Psychology
Deloitte Consulting LLP April 2015 - Present
Allianz Life June 2012 - April 2015
Allianz Life May 2011 - August 2011
University of Illinois at Urbana-Champaign October 2010 - June 2011
University of Illinois at Urbana-Champaign January 2009 - May 2011
AXA-Minmetals Assurance Co.,Ltd. May 2010 - July 2010
Hannover Rückversicherung AG Shanghai Branch June 2009 - July 2009
Skills
Actuarial Science, Statistics
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science, Actuarial Science, Mathematics and Computer Science
Simplifile October 2012 - Present
Merrill Lynch 2011 - August 2012
Allianz Life June 2010 - December 2010
RiverSource Asset Management 2007 - June 2010
Coldwell Banker Burnet 2002 - 2008
Northwest Airlines 1996 - 2007
Skills
Account Management, Retirement Planning, Investments, Finance, Management, Mutual Funds, Retirement, Banking, Series 7, Financial Analysis, Networking, Real Estate, Series 63, Risk Management, Business Development, Uniform Combined State..., Insurance, Time Management, Sales, Variable Annuities, Financial Advisory, Strategic Planning, Portfolio Management, New Business Development, Relationship Management, Strategy, B2B
Education
University of Minnesota - Carlson School of Management 2006 — 2010
MBA, Finance
Blue Skies Unlimited, Inc. July 2004 - Present
Allianz Life February 2015 - Present
Skills
Government, Consulting, Software Development, Retail, Insurance, Finance, Disaster Recovery, Global Delivery, Program Management, Project Management, Infrastructure, IT Management, IT Leadership, Mergers, Team Building, SDLC, Process Improvement, Cross Functional Team..., Mentoring, Strategy, Outsourcing, Business Intelligence, ITIL, Leadership, Integration, Vendor Management
Education
University of Minnesota - Carlson School of Management
MBA
University of Minnesota Graduate School
MSEE
University of Minnesota, Institute of Technology
BSEE
Ceridian March 1998 - Present
Allianz Life October 1994 - March 1998
Travelers Express Company, Inc. August 1987 - April 1993
Bank of Minneapolis and Trust Company May 1985 - August 1987
Skills
Treasury, Cash Management, Cash Flow Forecasting, Global Cash Management, Finance, Banking, Compliance, Financial Reporting, Investments, Cash Accounting
Education
University of Saint Thomas - School of Business
Master of Business Administration (MBA), Finance
University of Minnesota - Carlson School of Management
Bachelor of Science (BS), Business - Finance
Tucci Lumber Company July 2014 - Present
Foxhall Capital May 2007 - February 2012
Allianz Life February 2005 - September 2006
Prudential Financial July 1995 - February 2005
Skills
Variable Annuities, Mutual Funds, Investment Advisory, Team Building, Team Leadership, Building Relationships, Account Management, Sales, Sales Presentations, Marketing Strategy, Strategic Partnerships, 401k, Territory Management, Territory Development, National Accounts, Separately Managed..., Customer Retention, Customer Service, PowerPoint, Presenter, Series 63, Fixed Annuities, Series 7, Retirement Planning, Sales Force Development, Series 6, Management, Business Planning, Securities, Relationship Building, Investments, Insurance, FINRA
Education
University of Connecticut 1988 — 1993
BA, Economics
Fairfield College Preparatory School 1985 — 1988
Benovate July 2014 - Present
Birdman Enterprises October 2012 - Present
Midwest Dental Benefits June 2009 - June 2012
DRIASI November 2006 - October 2008
Allianz Life May 2005 - October 2006
Allianz Life December 2002 - May 2005
Trivolve B.V. October 2001 - May 2002
Infotone Communications October 1998 - October 2001
FHP Healthcare (now part of UnitedHealthcare) March 1991 - July 1996
Skills
Cross-functional Team..., Health Insurance, Leadership, Employee Benefits, Insurance, Strategic Planning, Business Process..., Executive Management, Underwriting, New Business Development, CRM, Business Planning, Sales, Product Development, Key Account Management, P&L Management, Account Management, Team Leadership, Operations Management, Team Management, Risk Management, Medicare, Sales Management, Marketing Strategy, Strategic Leadership, Integrity, Executive Presentations, Financial Modeling, Financial Analysis, Healthcare, Self-funded, Corporate Finance, Affordable Care Act, Stop Loss, Dental Insurance, Key Account Acquisition..., Financial Management, Corporate Sales..., Translate Business &..., Diagnose & Solve..., Operational Management, International Business, Compliance Management, Out Of the Box, Board of Directors, Corporate Officer
Education
University of Minnesota - Carlson School of Management 2005 — 2008
MBA, Strategy & Consulting
University of Arizona, Eller College of Management 1995 — 1998
BSBA, Economics & Finance
Allianz Life January 2014 - Present
Ameriprise Financial Services, Inc. June 2012 - December 2013
Best Buy October 2011 - June 2012
Applebee's Neighborhood Grill and Bar June 2006 - August 2011
University of Minnesota Duluth September 2009 - May 2010
Skills
Business Analysis, Customer Service, Finance, Leadership, Microsoft Office, Project Management, Retirement Planning, Strategic Financial..., Microsoft Excel, Investments, Data Analysis, Financial Analysis, Insurance
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Bachelor of Science, Business, Management Information Systems
University of Minnesota-Duluth 2008 — 2010
Management Information Systems, Management Information Systems
Allianz Life January 2011 - Present
Education
Western Illinois University 2005 — 2006
University of Iowa 1998 — 2001
Societe Generale June 2012 - Present
Auriga Securities January 2012 - June 2012
Allianz Life May 2011 - August 2011
Skills
Commodity
Education
University of Colorado at Boulder 2007 — 2011
BA, Economics, Mathematics
Piper Jaffray June 2014 - Present
Frank N. Magid Associates January 2014 - May 2014
J.Crew August 2013 - May 2014
Allianz Life May 2013 - August 2013
CliftonLarsonAllen December 2011 - May 2013
Skills
Public Relations, Public Speaking, Sales, PowerPoint, Social Media, Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Leadership, Customer Service, Social Networking, Teamwork
Education
University of Saint Thomas - Opus School of Business 2011 — 2014
Bachelor of Science (B.S.), Marketing Management; Business Administration
University College London, U. of London 2012 — 2012
Eurpoean Economics; Business Administration; Minor Focus in Art History
Minnetonka High School 2007 — 2011
Advanced Placement (AP) Scholar; Cum Laude
WCRA of Minnesota March 2015 - Present
Bridge Realty January 2008 - Present
TCF Bank July 2011 - March 2015
Allianz Life June 2010 - July 2011
Ameriprise November 2005 - June 2010
Globe University 2009 - 2010
Wells Fargo 1997 - 2005
TCF Financial Corporation July 1995 - January 1997
Skills
Financial Reporting, Planning, Financial Modeling, Accounting, Investments, University Teaching, Real Estate, Financial Analysis, Project Planning, Strategic Financial..., Auditing, Due Diligence, Internal Controls, Management, Microsoft Excel, Forecasting, Variance Analysis, Budgets, Leadership, GAAP, Analysis, Accounts Payable, Banking, Financial Statements, Valuation, Sarbanes-Oxley Act, Finance, SEC filings, Managerial Finance, IFRS, General Ledger, Account Reconciliation, Financial Accounting, Hyperion Enterprise, Securities, Tax, US GAAP, Essbase, Financial Services, CPA, Derivatives, PeopleSoft, Sarbanes-Oxley, Process Improvement, Marathon, Marketing
Education
University of Minnesota - Carlson School of Management 1995 — 1999
MBA, Finance, Marketing, IT
University of St. Thomas 1986 — 1989
BA, Business Administration - Accounting
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company May 2014 - August 2014
Allianz Life May 2013 - August 2013
Great-West Life and Annuity Insurance Company May 2012 - August 2012
Skills
Actuarial Science
Education
University of Manitoba
Bachelor’s Degree, Actuarial Science
Barakat Downtown Restaurant April 2012 - Present
Allianz Life June 2009 - December 2011
Damac Properties November 2007 - May 2009
American Income Life June 2006 - July 2007
Skills
Insurance, Lead Generation, Management, Employee Benefits, Direct Sales, Negotiation, Networking, New Business Development, Strategic Planning, Sales Management, Sales, Strategy
Education
University of Manitoba 2001 — 2006
BA, Economics, Business
Allianz Life 1995 - Present
hit it 1989 - Present
KPMG Audit 1993 - 1995
Hennepin County 1992 - 1993
Skills
Financial Analysis, PeopleSoft, Financial Reporting, Accounting, Investments, Microsoft Office, Insurance, Cash Management, Auditing, Internal Audit, Financial Modeling, US GAAP, Strategic Financial..., Health Insurance, Microsoft Excel, Sarbanes-Oxley Act, Mutual Funds, Derivatives, Financial Services, Budgets
Education
University of Minnesota - Carlson School of Management 1991 — 1993
BB, Accounting
Verona high
Thrivent Financial July 2015 - Present
Allianz Life January 2012 - July 2015
Cargill June 2011 - January 2012
Ameriprise Financial Services, Inc. August 2010 - June 2011
Ameriprise Financial June 2006 - July 2010
U of M Housing January 2004 - May 2006
Skills
Business Process..., Change Management, Business Transformation, Business Process..., Continuous Improvement, Strategy, Six Sigma, Leadership, Data Analysis, Project Management, Business Process, Insurance, Business Intelligence, Process Improvement, Training, Analysis, Cross-functional Team..., Business Analysis, Budgets, Product Development, Vendor Management
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA
University of Minnesota - Carlson School of Management 2002 — 2006
BSB
Allianz Life September 2014 - Present
Skills
Fixed Income Analysis, Financial Analysis, Financial Modeling, Statistical Modeling, Asset Managment, Valuation, Residential Mortgages, Commercial Mortgages, Microsoft Excel, Bloomberg, JMP, Matlab, Asset Management, Quantitative Analytics, Analysis, Capital Markets, Portfolio Management, Finance, Data Analysis, Structured Finance, Fixed Income
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Full-Time MBA, Finance
University of Wisconsin-Madison - School of Business 2002 — 2006
BA, Finance/Investments/Banking
Trissential Consulting June 2015 - Present
Collective Genius Consulting September 2014 - June 2015
Optum Technology March 2012 - September 2014
UnitedHealth Group - OptumInsight (formerly Ingenix) September 2009 - March 2012
Growe Technology March 2009 - September 2009
Tech-Pro Consulting October 2006 - January 2009
Allianz Life March 2005 - October 2006
Weatherly Consulting 2004 - 2005
Wells Fargo - Minneapolis, MN 2004 - 2004
ING 2000 - 2004
Skills
Business Analysis, Business Process, Project Management, Agile Methodologies, MS Project, Program Management, Process Improvement, Visio, CRM, Management, SDLC, Requirements Gathering, Agile Project Management, Strategic Planning, Scrum, Leadership, Change Management, Project Portfolio..., Vendor Management, Analysis, Team Leadership, PMO, Software Development, Financial Services, Requirements Analysis, Enterprise Software, Business Requirements, Data Analysis, Business Process..., Insurance, Salesforce.com, Business Process..., Project Planning, Data Warehousing, Microsoft Project, Testing, Healthcare, Virtual Teams, Mergers & Acquisitions, Salesforce.com..., CRM Integration, Pegasystems PRPC, Data Integration, Data Conversion, Mergers, Life Insurance, Brokerage, Acquisition Integration, Strategic Program..., Cross-functional Team...
Education
The University of North Dakota 1989 — 1997
BBA, Financial Management
Certifications & Licenses
Rugby High School
Allianz Life September 2008 - May 2015
ING January 2006 - August 2008
The Hartford October 1996 - February 2004
Education
University of Delaware 1984 — 1987
Bachelor’s Degree, International Relations
West Virginia University 1983 — 1984
Pre-Law Studies
Space Coast Credit Union February 2015 - Present
Allianz Life December 2011 - January 2015
Ameriprise Financial March 2010 - November 2011
Education
The University of North Dakota 2005 — 2009
Marketing
Clear Income Strategies Group May 2015 - Present
Clear Income Strategies Group, LLC May 2015 - Present
BW Financial Group April 2010 - May 2015
Allianz Life 2005 - 2014
AMD March 2004 - March 2010
Skills
Retirement, Fixed Annuities, Insurance, Retirement Planning, IRAs, Life Insurance, Universal Life, Long-term Care, Roth IRA, Term Life Insurance, Whole Life, Health Insurance, Indexed Annuities, Income Protection, Annuities, IRA's, Customer Service, Management, Sales Management, Sales
Education
Western Michigan University 1988 — 1991
Bachelor, Buinesness Management, Criminal Justice, Political Science
University of Michigan 1987 — 1988
Bachelor of Science (BS), Communications, Political Science, Business Management
Allianz Life March 2014 - Present
Lifetouch May 2013 - Present
The Wilds Golf Club June 2013 - Present
Carlson School of Management September 2009 - May 2013
Wedgewood December 2008 - September 2012
UConnect- Twincitybites.com February 2012 - May 2012
Skills
Marketing, Customer Service, Sales, Microsoft Word, Data Mining, Business Analysis, Consumer Behaviour, Balsamiq, Microsoft Office, Business Process Mapping, WordPress, Event Planning, Microsoft Excel, Management, Time Management
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Business, Majors: Marketing & Supply Chain Management; Minor: International Business
ALHS
U.S. Bank April 2015 - Present
Wells Fargo June 2014 - April 2015
RCIS: Rural Community Insurance Services September 2013 - May 2014
Allianz Life February 2012 - August 2013
Scrum Technologies November 2010 - January 2012
Skills
Business Requirements, ALM, Microsoft SQL Server, PL/SQL, Agile & Waterfall..., IBM iSeries, LPS, Banking, Manual Testing, Performance Testing, Functional Testing, Regression Testing, Defect Life Cycle, Defect Logging, Test Cases, Test Execution, User Acceptance Testing, Test Automation, HP QTP, HP Quality Center, Test Planning, System Testing, Testing, Requirements Gathering
Education
University of Lucknow 2000 — 2003
Bachelor's Degree, Information Technology, A
Northern Trust Corporation June 2014 - Present
Allianz Life May 2013 - August 2013
Allianz Life May 2012 - August 2012
Olympic Hills Country Club May 2011 - August 2011
Jerry's Foods August 2007 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Team Building, Youth Leadership, Leadership Development, Data Analysis, Social Media, Social Skills, Social Networking
Education
University of Iowa 2010 — 2014
Bachelor's degree, Finance, General
Eden Prairie High School 2006 — 2010
Retired and enjoying time to pursue personal interests and family April 2013 - Present
H & R Block January 2005 - April 2013
Allianz Life August 1994 - September 2002
Skills
Microsoft Word, Access, Customer Service, Windows, Process Improvement, Team Building, Teaching, Leadership
Education
University of Minnesota - Carlson School of Management 1972 — 1978
Bachelor's Degree, Business Administration and Management, General
Concordia College, Moorhead, MN 1959 — 1961
Mathematics
ALLIANZ LIFE June 2015 - Present
Skills
6SIGMA, Project Management, Change Management, Lean Thinking, Cross-functional Team..., Strategy, Leadership, Six Sigma, Strategic Planning, Team Leadership, Supply Chain, Retail, Consulting, Merchandising, Finance, Enterprise Software, Process Improvement, Forecasting, Data Analysis, Training
Education
University of Minnesota - Carlson School of Management 1999 — 2000
MBA
University of Minnesota - Carlson School of Management 1994 — 1997
MBT (Master Business Taxation)
University of Minnesota - Carlson School of Management 1988 — 1994
Bachelor's of Science In Business
CORE Income Advisors March 2012 - Present
American Financial Marketing August 2009 - March 2012
Allianz Life April 2000 - March 2012
Allianz April 2000 - August 2009
Allianz Life 2000 - 2009
Skills
Annuities, Actuarial, Insurance, Retirement, Pensions, Investments, Investment Strategies, Investment Advisory, Fixed Income Research, Certified Financial..., Public Speaking, Fixed Annuities, Securities, Term Life Insurance, Actuarial Science, Long Term Care Insurance, Variable Annuities, Universal Life, Long-term Care, Fixed Income Analysis, Retirement Planning, Financial Advisory, Asset Allocation, Life Insurance
Education
University of St. Thomas 2000 — 2001
BS, Actuarial Math
United States Air Force Academy 1998 — 1999
NA, Operations Research
Adrian High School
RidgeWorth Investments March 2011 - Present
Allianz Life August 2008 - January 2011
MFS Investment Management December 1998 - June 2008
MFS Investment Management June 1997 - December 1998
Education
University of Massachusetts Dartmouth 1989 — 1993
Bachelor, Economics
Coyle Cassidy
A Financial Services Company November 2011 - Present
A financial services company July 2009 - November 2011
RiverSource Distributors, Inc July 2007 - July 2009
Allianz Life July 2005 - July 2007
Jefferson Pilot Securities Corporation June 1997 - July 2005
Jefferson Pilot Securities 1997 - 2005
Dean Witter Reynolds,Inc December 1995 - June 1997
INVEST Financial Corporation March 1995 - December 1995
New Dartmouth Bank / Shawmut Bank NH October 1992 - March 1995
Numerica / New Dartmouth Bank April 1991 - October 1992
Skills
Mutual Funds, Investments, Securities, Series 7, Retirement, Relationship Management, Training, Business Development, CRM, Insurance, Series 63, Financial Services, Marketing, Selling, Management, Leadership, Sales, Retirement Planning, Series 6, Strategic Planning, Banking, Financial Advisory, Business Planning, Portfolio Management, 401k, Fixed Annuities, Series 24, Variable Annuities, Due Diligence, Alternative Investments
Education
University of Maine 1990 — 1992
Early Childhood Education
Allianz Life February 2015 - Present
Fireman's Fund Insurance Company December 2012 - Present
Allianz Life September 2010 - November 2012
Delta Air Lines March 2009 - June 2010
Northwest Airlines October 2005 - March 2009
Northwest Airlines September 2003 - October 2005
Northwest Airlines September 1999 - September 2003
(Self Employed) May 1999 - October 1999
Reality Interactive February 1998 - May 1999
Fourth Shift Corporation 1994 - January 1998
Skills
Visio, Project Management, Instructional Design, Captivate, Program Management, E-Learning, SharePoint, Instructor-led Training, Process Improvement, Leadership Development, Training, Change Management, Vendor Management, Learning Management, Strategy, Needs Analysis, Project Portfolio..., Software Documentation, PMO, Business Process..., Business Analysis, PMP, Learning Management..., Technical Writing, MS Project, Business Process, Requirements Gathering, SDLC, Cross-functional Team..., Resource Management, Software Project..., Requirements Analysis, Analysis, Integration, Project Delivery, Business Requirements
Education
University of Minnesota-Twin Cities 2007 — 2009
Certificate, Project Management
The University of South Dakota 1984 — 1988
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Farmers Insurance January 2013 - Present
Best Buy October 2008 - January 2013
Allianz Life July 2007 - November 2007
Aerotek March 2006 - June 2007
Skills
Team Leadership, Customer Experience, Customer Retention, Customer Satisfaction, Customer Service, Inventory Management, Leadership, Marketing, Marketing Communications, Microsoft Office, Project Management, Retail, Sales, Team Building, Time Management
Education
The University of North Dakota 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Allianz Life 2014 - Present
MarComm Inc. dedicated to Thomson Reuters June 2013 - September 2014
Pure Brand Communications April 2011 - June 2013
Its Brothers Bar & Grill July 2010 - January 2011
It's Brother's Bar & Grill March 2005 - January 2011
VEE Corporation December 2009 - July 2010
Media Relations, Inc. September 2009 - December 2009
Mind Spark Creative June 2008 - June 2009
Skills
Microsoft Office Suite, Microsoft Office, Advertising, Social Media, Facebook, Press Releases, Public Relations, Marketing, Integrated Marketing, Media Relations, Account Management, Digital Media, Marketing Management, Project Management, Customer Service
Education
University of Minnesota-Twin Cities 2009 — 2010
Minor
University of Minnesota-Twin Cities 2004 — 2009
BSB
University of Minnesota - Carlson School of Management 2004 — 2008
BSB
Edina High School 2000 — 2004
Avago Technologies May 2014 - Present
LSI Corporation May 2011 - May 2014
University of Colorado Boulder January 2011 - December 2011
Allianz Life December 2007 - July 2009
AMD August 2003 - November 2006
National Semiconductor June 1999 - August 2003
Skills
C++, C, Matlab, Signal Integrity, Perl, SPICE, SIwave, Cadence Allegro, Java, Troubleshooting, Embedded Systems, MySQL, DDR, NAND Flash, SAS, SATA, ASIC
Education
University of Colorado at Boulder 2010 — 2012
Master of Science (MS), Electrical and Electronics Engineering
University of Colorado Boulder 1996 — 2000
BS, Electrical and Computer Engineering
TechDigital Corporation 2008 - Present
Stonegate Mortgage Corporation (NYSE: SGM) January 2013 - September 2013
Dakota County September 2012 - January 2013
HCA July 2012 - September 2012
AgStar Financial Services October 2010 - June 2012
Lender Processing Services, Inc. (LPS) November 2009 - October 2010
Ramsey County June 2008 - October 2009
Deluxe Corporation November 2007 - May 2008
GMAC Rescap October 2006 - November 2007
Allianz Life April 2006 - October 2006
Skills
Integration, SOA, BizTalk, WCF, Enterprise Architecture, SDLC, Solution Architecture, Data Warehousing, Enterprise Software, Enterprise Integration, ESB, IT Strategy, Business Intelligence, Agile Methodologies, Windows Azure, SharePoint, Microsoft SQL Server, Web Services, EDI, HIPAA, EAI, Software Development, Cloud Computing, Agile Project Management, Software Project..., Scrum, Business Rules, Architecture, XML, .NET, Big Data, Data Modeling, Architectures, Hadoop, VMS, MSP, Staffing Services
Education
University of Madras 1994 — 1998
Bachelor of Engineering, Electrical & Electronics
Allianz Life December 2013 - Present
Target Corporation May 2007 - December 2013
Liberty Enterprises/Harland Printed Products September 2005 - May 2007
Koruru Consulting, LLC 2004 - 2006
US Bank 1999 - 2003
Skills
Leadership, Vendor Management, Vendor Relationships, Strategic Sourcing, Contract Negotiation, Management, ITIL, Cross-functional Team..., Team Leadership, IT Service Management, Strategic Planning, Virtualization, Managed Services, Software License..., System Administration, Software Licensing, Sourcing, Outsourcing, Process Improvement, Business Analysis
Education
University of Minnesota - Carlson School of Management 1996 — 1998
BSB, International Business
University of Minnesota-Twin Cities 1993 — 1998
BA, Japanese
Saratoga High School 1989 — 1993
Catholic United Financial January 2014 - Present
Catholic United Financial September 2012 - December 2013
Foresters January 2010 - September 2012
Foresters April 2008 - December 2009
Foresters February 2007 - March 2008
Allianz Life Financial Services, LLC 1999 - 2006
Allianz Life 1992 - 2006
Skills
Insurance, Fixed Annuities, Mutual Funds, Investments, Life Insurance, Risk Management, Underwriting, Strategic Financial..., Series 6, Financial Services
Education
University of Minnesota - Carlson School of Management 1987 — 1989
Bachelor of Science in Business, Accounting
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. May 2011 - January 2015
Allianz Life 2008 - 2011
Link Real Estate Services, Ltd. 2003 - 2008
American Express Financial Advisors Inc, Mutual Funds Products and Distribution 1997 - 2003
American Express Financial Advisors, Inc., Investment Accounting 1995 - 1997
American Express Financial Advisors, Inc., American Express Trust 1993 - 1995
Skills
•Strong written and..., •Exceptional..., •Well regarded for..., •Demonstrated ability..., •Proficient in Word,..., •Allianz OPEX White..., •Project Management..., •PAM, SAP, PORTIA,..., •Analysis Tools: CDA...
Education
University of Minnesota - Carlson School of Management
Bachelor of Science, Business Marketing
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Economics
AKQA August 2011 - Present
Juniper Networks June 2007 - February 2008
NEC Solutions America May 2005 - June 2006
Allianz Life October 2003 - January 2005
HealthStream 2000 - 2003
Education
University of Nebraska-Lincoln 1993 — 1996
UC Berkeley
MOT
Optum Behavioral Health August 2014 - Present
Eidem Consulting February 2000 - Present
Target May 2012 - August 2014
Ameriprise Financial Services, Inc. July 2011 - May 2012
Optum Health September 2010 - June 2011
Hallmark Insights March 2010 - September 2010
Allianz Life September 2008 - January 2010
The Lacek Group 2008 - 2008
Aquent Marketing Staffing 1998 - 2000
Ameriprise Financial 1985 - 1998
Skills
PMO, Vendor Management, PMP, SDLC, Project Management, Process Improvement, Project Planning, Strategic Planning, Requirements Gathering, Business Analysis, Business Process..., Project Portfolio..., Program Management, Leadership, Resource Management, IT Management, Information Technology, Management, Business Requirements, Software Documentation, Requirements Analysis, Analysis, Business Process, Cross-functional Team..., ERP, Team Leadership, IT Strategy, MS Project, Integration, Visio, Business Intelligence, SharePoint, Software Project..., Governance, Project Delivery, Enterprise Software, Risk Management, Change Management, Enterprise Architecture, Outsourcing, Agile Project Management, Budgets, ITIL
Education
University of Minnesota-Twin Cities 1987 — 1989
MBA, Marketing Concentration
University of Minnesota - Carlson School of Management 1978 — 1981
BS, Accounting
Concur September 2013 - Present
Allianz Life November 2011 - September 2013
Cognizant Tech Solutions October 2006 - November 2011
3M August 2002 - November 2011
Cognizant Technology Solutions 2004 - 2006
Cognizant Technology Solutions 2003 - 2004
Cognizant Technology Solutions 2002 - 2003
Qatalys Software Technologies 2000 - 2002
Skills
SDLC, Software Project..., Requirements Analysis, Requirements Gathering, SOA, Business Analysis, Solution Architecture, Integration, PMP, Pre-sales, PL/SQL, Java Enterprise Edition, Agile Methodologies, Web Services, IT Strategy, Program Management, Business Intelligence, Agile Project Management, Global Delivery, DevOps, Offshoring, Project Governance, Service Delivery..., Resource Management, SQL, Microsoft SQL Server, Software Development, Scrum, Kanban
Education
Arunai Engineering College 1996 — 2000
BE, Electronics & Communications
University of Madras 1996 — 2000
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Allianz Life September 2013 - Present
Transamerica February 1999 - September 2013
Transamerica Capital Inc 1999 - September 2013
Education
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts (B.A.), Economics
Vital Images January 2013 - Present
Vital Images June 2011 - January 2013
Vital Images March 2010 - July 2011
Vital Images September 2008 - March 2010
Allianz Life July 2007 - June 2008
Wells Fargo 2006 - 2007
Allianz Life September 2004 - June 2006
Skills
QTP, Agile Methodologies, Quality Assurance, SDLC, Testing, Validation, Software Quality..., Clinical Research, Quality Center, Medical Imaging, Project Management, Medical Devices, Test Planning, Integration, DICOM, FDA, HP QTP
Education
University of London 1976 — 1981
M.B.,B.S., Medicine
Fish & Richardson P.C. December 2006 - Present
Allianz Life May 2005 - October 2006
Allianz Life 2004 - 2006
Allianz Life January 2004 - May 2005
Arcadia Financial LTD July 2003 - January 2004
NCS Pearson July 2002 - December 2002
Carreker Corporation January 2000 - October 2001
GMAC-RFC February 1999 - November 1999
Skills
Compensation, Employee Relations, Benefits, HRIS, Workers Compensation, Recruiting, Interviews, PeopleSoft, Employee Benefits, Deferred Compensation, Employment Law, Human Resources, Resume Writing, Talent Management, New Hire Orientations, Personnel Management, HR Consulting, Payroll, Performance Management, Training, Talent Acquisition
Education
University of Minnesota - Carlson School of Management 1997 — 1999
Masters, HRIR
University of Wisconsin-Stout 1987 — 1992
BS, Merchandising and Management
Columbia Heights High School 1983 — 1987
Certes Financial Pros January 2008 - October 2011
Certes Financial Pros 2006 - 2011
First Republic Management Company August 2005 - May 2006
Allianz Life 1990 - 2005
LifeUSA Insurance Company. 1990 - 1998
NWNL Companies, Inc 1989 - 1990
Touche Ross 1986 - 1989
Skills
Insurance, Process Improvement, Strategic Financial..., Accounting, Managerial Finance, Financial Analysis, Auditing, Business Process..., Risk Management, Business Analysis, Financial Services, Project Planning, General Ledger, Analysis, Financial Reporting, Forecasting, Leadership, Budgets, Mergers & Acquisitions, Internal Audit, Finance
Education
University of Minnesota - Carlson School of Management 1990 — 1993
University of Wisconsin-Whitewater 1982 — 1986
BBA, Accounting
Aon Benfield 2014 - Present
Allianz Life 2007 - 2013
Skills
Actuarial Science, Financial Modeling, Microsoft Excel, VBA, Access, Insurance, Financial Analysis, Economics, Data Analysis, Statistics, Financial Reporting, Analysis, Analytics, Microsoft Word, MoSes, Leadership
Education
University of Illinois at Urbana-Champaign 2002 — 2007
Pax World Investment Management June 2008 - Present
Allianz Life September 2004 - December 2007
Allianz Life 2004 - 2007
Banc of America Securities June 2003 - September 2004
Prudential Investments January 1988 - June 2002
Skills
Wealth Management, Series 7, Mutual..., Investments, Mutual Funds, Alternative Investments, Portfolio Management, Fixed Annuities, Pensions, Investment Management, Asset Allocation, Series 63, Charitable Gift Planning, Wealth Preservation..., Qualified Retirement..., 403 b, Non-Qualified Deferred..., 457 Plans, Retirement Planning, 401k, Retirement, Asset Managment, Asset Management, Separately Managed..., Series 65, ETFs
Education
University of Massachusetts at Lowell
Bachelor's degree, Finance
TSA August 2006 - Present
Allianz Life August 2001 - Present
DVFS, LLC August 2001 - Present
Skills
Process Improvement, Business Analysis, Access, Disaster Recovery, Business Process..., Project Management, Analysis, Visio, Requirements Analysis, Software Documentation, SDLC
Education
Université Hassan II Aïn Chock de Casablanca 1995 — 1998
Jaber Bnou Hayan 1993 — 1995
Accounting
Allianz Life August 2011 - Present
Medtronic April 2010 - August 2011
KPMG October 2009 - April 2010
KPMG Audit October 2007 - October 2009
Education
University of Minnesota - Carlson School of Management 1999 — 2003
Lifetouch June 2015 - Present
Allianz Life April 2014 - June 2015
Deluxe Corporation October 2013 - March 2014
Best Buy December 2011 - September 2013
Best Buy March 2009 - December 2011
CHS September 2008 - March 2009
Ameriprise Financial February 2006 - September 2008
American Express June 2000 - February 2006
Skills
E-commerce, IT Strategy, Consulting, Mobile Technology, Solution Architecture, Integration, Agile Methodologies, Cross-functional Team..., Program Management, Cloud Computing, Security, Enterprise Software, Management, Financial Modeling, Business Analysis, ITIL, SOA, Product Management, Product Development, Mobile Product..., Information Architecture, Visual Design, Wireframes, Vendor Management, IT Management, IT Service Management, ATG Commerce, Oracle Commerce / ATG, Endeca, Oracle BCC, Oracle CSC, Adobe Experience Manager, Adobe CQ5, Adobe Scene7, Strategy, CRM, Strategic Partnerships, Mobile Devices, Leadership, Software Development
Education
University of Minnesota - Carlson School of Management 1996 — 2002
Finance and Management of Information Systems
SunGard Insurance October 2014 - Present
GGY Inc. September 2013 - October 2014
Allianz Life June 2012 - September 2013
GGY Inc. July 2009 - May 2012
Tetrem Capital Management February 2008 - July 2009
Allianz Life March 2006 - February 2008
Ameriprise Financial Services, Inc. June 2004 - March 2006
Deloitte Consulting May 1999 - June 2004
Skills
ALM, Actuarial Science, Financial Risk, Valuation, Risk Management, Enterprise Risk..., Financial Modeling, Business Process...
Education
University of Minnesota - Carlson School of Management 2002 — 2005
MBA, Finance
University of Manitoba 1995 — 2000
B Comm, Actuarial Math & Finance
Allianz Life September 2012 - Present
Allianz Life July 2007 - Present
Skills
Process Improvement, Customer Service, Risk Management, Business Analysis, Life Insurance, Fixed Annuities, Visio, Vendor Management, Microsoft Excel, Access, Lotus Notes, Management, Business Process..., Change Management, Leadership, Insurance, Project Management
Education
Jamestown College 1994 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Allianz Life January 2008 - Present
Allianz Life April 2005 - January 2008
CBSA September 2002 - March 2004
Allianz Life Insurance Company of North America 1993 - 1998
Skills
Accounting, Sarbanes-Oxley Act, Risk Management, Enterprise Risk..., Reinsurance, Insurance, Project Management, Claim, Internal Audit, Process Improvement, Health Insurance, Financial Analysis, Customer Service, Leadership
Education
University of Minnesota - Carlson School of Management
Travelers April 2015 - Present
Travelers January 2014 - April 2015
Carewise Health April 2012 - December 2013
Carewise Health June 2010 - March 2012
Allianz Life February 2010 - May 2010
Masco Contractor Services April 2009 - February 2010
Skills
Visual Basic, Data Analysis, SAS, SQL, R, Web Analytics, Stata, Access, Data Mining, Business Analysis, Analytics, VBA, Business Intelligence, Actuarial Science, Analysis, Program Management, Statistical Modeling, Tableau, Linux, python, Python, Consulting
Education
University of California, Santa Barbara 2007 — 2009
Masters, Signal Processing & Wireless Communications
Allianz Life February 2005 - Present
Skills
Portfolio Management, Fixed Income
Education
University of Minnesota - Carlson School of Management 1985 — 1990
Bachelor of Science (BS), Finance/Banking
Allianz Life July 2013 - Present
Allianz Life December 2011 - July 2013
Allianz Life August 2011 - December 2011
Allianz Life October 2010 - August 2011
Allianz Life October 2009 - October 2010
Allianz Life September 2009 - October 2009
Trout Lake Camps June 2008 - August 2009
Skills
Actuarial Science, Insurance
Education
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Actuarial Science
Allianz Life April 2014 - Present
Allianz Life February 2011 - April 2014
Jeremiah Program 2008 - December 2011
UBS Wealth Management January 2009 - January 2011
Smith Barney October 2007 - January 2009
Skills
Wealth Management, Finance, Relationship Management, Series 7, Series 63, Retirement Planning, Retirement, Investments, Insurance, Wealth Management..., Fixed Annuities, Financial Services, Leadership, Financial Analysis, Sales, Management, Strategic Planning
Education
University of Denver - Daniels College of Business 2003 — 2007
BSBA, Finance, Real Estate & Marketing
Healthland March 2014 - Present
Ramsey County May 2013 - February 2014
City of Chaska October 2012 - March 2013
UnitedHealth Group March 2012 - September 2012
Target November 2010 - February 2012
IBM Global Services October 2008 - October 2010
Fairview Health Services April 2008 - September 2008
Tastefully Simple, Inc April 2007 - March 2008
Allianz Life October 2006 - March 2007
Compact Systems Pvt Ltd 1995 - 1999
Skills
System Administration, Network Administration, VMware Infrastructure, Active Directory, ITIL, Project Management, Infrastructure PM, Microsoft SQL Server, Windows Server, SharePoint, Disaster Recovery, CCNA, Unix, MCSE, VMware, Hyper-V, Requirements Analysis, Windows, Networking, Virtualization, Data Center, Citrix, Infrastructure, IT Service Management, VMware ESX, IT Management
Education
University of Madras 1989 — 1993
B.E., Electronics & Communication Engg
INFORCE Solutions, LLC November 2013 - Present
GamePlan Financial Marketing, LLC. March 2006 - October 2013
National Life Group January 2012 - December 2012
Allianz Life April 2005 - February 2006
asset marketing 1999 - 2001
Skills
Fixed Annuities, Life Insurance, Long Term Care Insurance, Retirement Planning, Business Strategy, Sales Presentations, New Business Development, Sales Management, Training, Investments, Long-term Care, Term Life Insurance, Sales, Product Development, Retirement
Education
The University of North Dakota
Advisors Resource LLC March 2011 - Present
Allianz Life July 2007 - March 2011
Sunrise Assisted Living October 2006 - May 2007
Education
The University of South Dakota 2003 — 2006
BBA, Accounting
Allianz Life March 2013 - Present
Allianz Life August 2012 - March 2013
Allianz Life August 2008 - August 2012
Allianz Life August 2007 - August 2008
Skills
Financial Analysis, Data Analysis, VBA, Financial Modeling, Actuarial Science, Project Management, MoSes, C++, SQL, Variable Annuities, Fixed Annuities, Life Insurance
Education
University of Michigan 2003 — 2007
BA, Actuarial Science & Economics
State of Minnesota May 2014 - Present
State of Minnesota August 2011 - May 2014
State of Minnesota May 2009 - August 2011
State of Minnesota May 2007 - May 2009
Allianz Life July 2006 - August 2006
Education
University of Michigan 2003 — 2007
BA, Psychology, Spanish
Allianz Life November 2014 - Present
Chatham Court Consulting May 2009 - Present
Allianz Life November 2012 - November 2014
Cargill November 2009 - May 2011
Ameriprise Financial June 2005 - May 2009
Ameriprise Financial November 2001 - June 2005
American Express Financial Advisors 1995 - 2005
Skills
Accounting, Mergers, Forecasting, Business Process..., Analysis, Change Management, Financial Statements, Strategic Financial..., Financial Reporting, Financial Analysis, Financial Modeling, Insurance, PeopleSoft, Financial Services, Finance, Risk Management, Tax, Auditing, Credit, Managerial Finance, Mergers & Acquisitions, Budgets, Strategy, Accounts Receivable, Process Improvement, Leadership, Accounts Payable, Financial Planning
Education
University of Minnesota - Carlson School of Management 1980 — 1983
MBA, Finance
University of Minnesota-Twin Cities 1974 — 1978
B.S.B, Finance
First Investors January 2015 - Present
Forethought Financial Group, Inc. March 2013 - January 2015
Davis & Parks Technologies, LLC April 2011 - March 2013
Transamerica April 2006 - April 2011
Allianz Life 2003 - 2006
Guardian Life Insurance May 2000 - May 2003
Sun Life Financial 1994 - 2000
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Investments, Insurance, Business Development, Direct Sales, Relationship Marketing, Financial Advisory, Financial Services, 401k
Education
University of Hartford 1990 — 1992
BS/BA, Marketing
Allianz Life
Skills
Fixed Annuities, Actuarial Science, Life Insurance, Variable Annuities, Reinsurance, ALM, Solvency II, MoSes, Indexed Annuities, Actuaries, Insurance
Education
University of Minnesota - Carlson School of Management
Allianz Life 2001 - Present
Skills
Project Management, SDLC, PMP, Project Portfolio..., PMO, IT Strategy, Requirements Gathering, Waterfall, Business Analysis, Business Process..., Data Warehousing, Insurance
Education
University of Minnesota - Carlson School of Management
BS, Business
University of St. Thomas
MBA, Venture Management
Minnehaha Academy
Merrill Corporation January 2010 - Present
Ameriprise Financial January 2006 - August 2009
St. Paul Travelers September 2003 - December 2005
Allianz Life January 2003 - September 2003
Allianz Life September 1999 - June 2002
Life USA July 1996 - August 1999
Life USA October 1992 - June 1996
Ernst & Young November 1987 - September 1992
Peat Marwick September 1983 - October 1987
Education
University of Iowa 1979 — 1983
BBA, Accounting
Allianz Life September 2011 - Present
3Bridge Solutions September 2011 - Present
Accenture 2005 - September 2011
Best Buy December 2010 - August 2011
UnitedHealth Group June 2010 - November 2010
Best Buy March 2010 - June 2010
Internal Revenue Service December 2009 - March 2010
Advance Auto Parts July 2009 - December 2009
Oracle March 2009 - June 2009
Best Buy June 2008 - March 2009
Skills
SDLC, Quality Assurance, Budgets, Quality Center, Testing, Microsoft SQL Server, PMO, Outsourcing, Process Improvement, Management, Business Process, Business Analysis, Business Development, Visio, Leadership, Business Intelligence, MS Project, Business Process..., Requirements Analysis, IT Strategy, Integration, Training, Vendor Management, Financial Reporting, Financial Analysis, SAP, SharePoint, Project Delivery, Access, Disaster Recovery, Analysis
Education
University of Minnesota - Carlson School of Management 2002 — 2005
Finance and Management Information Systems, Business
Allianz Life December 2010 - Present
SICK, Inc. January 2000 - June 2009
ABUS Security-Center GmbH & Co. KG January 1996 - January 2000
BI WORLDWIDE January 1992 - April 1995
Education
University of Arizona 1986 — 1987
Mathematics
University of Minnesota-Twin Cities 1982 — 1986
B. S., Mathematics
University of Dubuque 1981 — 1982
Pre-Engineering
Allianz Life November 2010 - Present
Fireman's Fund Insurance Company July 2009 - September 2010
Fireman's Fund Insurance Company May 2006 - July 2009
Bank of America January 1994 - March 2006
Skills
Customer Service, Microsoft Excel, Project Management, Change Management, Microsoft Office, Program Facilitation, Coaching, Leadership Development, Organizational..., Organizational...
Education
University of Maine 1989 — 1994
BA, English
UnitedHealth Group June 2008 - Present
Allianz Life December 2007 - May 2008
ReliaStar Reinsurance Group July 1991 - November 2007
Merastar Insurance Company April 1988 - June 1991
Education
University of Minnesota - Carlson School of Management 1978 — 1981
Optum International September 2015 - Present
Allianz Life September 2011 - September 2015
Target Corporation October 2010 - September 2011
KPMG June 2006 - October 2010
Skills
IFRS, Financial Audits, GAAP, External Audit, Corporate Finance, CPA, Insurance, Auditing, Accounting, Finance, Assurance, Financial Statements, Financial Reporting, Internal Controls, US GAAP, Financial Analysis, Big 4, Business Process..., Internal Audit
Education
University of Minnesota - Carlson School of Management
Accounting, Finance
Allianz Life December 2002 - Present
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Business Administration (BBA)
Needham High school 1981 — 1985
Travelers August 2012 - Present
The Travelers Insurance Companies August 2010 - August 2012
Firemans Fund Insurance Company September 2009 - June 2010
Fireman's Fund Insurance Company April 2007 - September 2009
Firemans Fund Insurance Company June 2006 - April 2007
Allianz Life April 2004 - June 2006
Skills
Insurance, Property & Casualty..., Underwriting, Commercial Insurance, Casualty, Brokers, Workers Compensation, General Insurance, Fixed Annuities, Commercial Lines, Legal Liability, Sales Management, Liability, Risk Management, Strategic Planning, Business Development, Sales, Product Marketing
Education
University of Minnesota - Carlson School of Management 1999 — 2003
BSB, Finance, Marketing
Allianz Life August 2015 - Present
Allianz Life July 2014 - August 2015
Allianz Life July 2013 - July 2014
Allianz Life August 2012 - July 2013
Target January 2012 - August 2012
Target January 2011 - January 2012
PricewaterhouseCoopers September 2008 - December 2010
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
The University of Iowa 2003 — 2007
BBA, Accounting and Finance
GATX October 2013 - Present
TEKsystems June 2013 - October 2013
The Clifton Group February 2012 - April 2013
Allianz Life November 2011 - February 2012
BD 2008 - 2011
3M Health Care February 2006 - February 2008
Paddock Laboratories February 2002 - February 2004
Skills
Statistics, Python, NumPy, SciPy, python-pandas, python-scikit-learn, R, Matlab, Quantitative Analytics, Data Analysis, Quantitative Finance, SQL, C#, Regression Analysis, Statistical Modeling, Mathematics, Markov Chain Monte Carlo, Financial Modeling, Derivatives, VBA, Microsoft Excel
Education
University of Minnesota-Twin Cities 2010 — 2013
MS, Financial Mathematics, 3.8
The University of North Dakota 1999 — 2002
BS, Chemical Engineering, 3.9
Allianz Life April 2012 - Present
Education
University of Michigan 2009 — 2014
Bachelor of Science (B.S.), Actuarial Science and Economics
UXC Eclipse August 2014 - Present
Comm-Works July 2013 - 2014
The Boom Lab January 2012 - July 2013
Wells Fargo Home Mortgage June 2012 - April 2013
Allianz Life 2013 - 2013
Rels January 2012 - June 2012
Skills
Management Consulting, Business Analysis, Business Process..., Project Management, Requirements Analysis, SharePoint, Change Management, Data Analysis, Process Improvement, Project Delivery, Recruiting, Project Planning
Education
University of Minnesota - Carlson School of Management 2003 — 2008
BS, Entrepreneurial Management, Marketing
Datanalytech March 2009 - Present
Allianz Life January 2004 - December 2009
AM Technology May 2000 - January 2001
Skills
Human Resources, MBTI, Leadership Development, Succession Planning, Recruiting, Recruitment Training, IT Service Management, IT Recruitment
Education
University of Liverpool 2001 — 2003
Master's degree, Human Resources Managment
Allianz Life November 2006 - Present
Ameriprise Financial Services, Inc. February 1999 - October 2006
Skills
Actuarial Science, Variable Annuities, Financial Modeling, MoSes, VBA, Valuation, Financial Analysis, Insurance, ALM, Financial Risk
Education
University of Manitoba 1996 — 1998
Bachelor of Science (BS), Actuarial Science
University of Manitoba 1990 — 1995
Bachelor of Commerce (B.Com.), Finance