Allstate Financial
Allstate Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Allstate Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,260 Allstate Financial employees in database. Find out everything there's to know about Allstate Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Allstate Financial Employees
Wolters Kluwer October 2014 - Present
Wolters Kluwer June 2009 - Present
Allstate Financial August 2003 - February 2009
Allstate Financial April 2001 - August 2003
CONSECO MEDICAL INSURANCE January 1994 - January 2001
CONSECO MEDICAL January 1992 - January 1994
Skills
Consultative Selling, Sales Management, Hiring, B2B, New Business Development, Strategic Planning, Team Building, Sales, Leadership, CRM, Management, Sales Process, Marketing, Sales Presentations, Salesforce.com, Account Management, Marketing Strategy, Strategy, Selling, Coaching, Team Leadership, Business Development, Cross-functional Team..., Contract Negotiation, Solution Selling, Direct Sales, P&L Management, Customer Service, Competitive Analysis, Selling Skills, Forecasting, Lead Generation, Strategic Partnerships, Cold Calling, Pricing, Talent Developer, Entrepreneurship, Recruiting, Product Management, Negotiation, Budgets, Interviews, Customer Retention, Executive Management, Sales Operations
Education
Lake Forest Graduate School of Management 2006 — 2010
MBA, MBA
Wittenberg University 1988 — 1992
Bachelor of Science, Political Science
Wells Fargo October 2008 - Present
Allstate Financial September 2002 - November 2007
Skills
Languages, Brazilian Portuguese,..., Account Management, Credit, Sales, Management, Business Development, Financial Services, Investments, Customer Service, Financial Analysis, Commercial Banking
Education
London Metropolitan University 2000 — 2001
MBA Masters of Business Administration, Marketing
UFMG/Brazil 1991 — 1995
Bachelors of Arts, Mass Communications/Advertising
Allstate Financial March 1988 - Present
Skills
Investments, Retirement Planning, Risk Management, Fixed Annuities, Financial Planning, Underwriting, Disability Insurance, Property & Casualty...
Education
Mercy College 1984 — 1984
Business, Management, Marketing, and Related Support Services
Aviation High School Graduate 1974 1971 — 1975
Allstate Financial December 2011 - Present
Skills
Auto Insurance, Home Insurance, Life Insurance, Commercial Insurance, Retirement Services, General Insurance, Health Insurance, Homeowners, IRAs, Insurance, Retirement Planning, Umbrella Insurance, Property & Casualty..., Retirement, Auto, Real Estate, Term Life Insurance, Liability
Education
Dale Carnegie - Strictly Business 2010 — 2010
Certificate
Lamar University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Allstate Financial
Skills
Insurance, Life Insurance, Term Life Insurance, Property & Casualty..., Retirement, Claim, Fixed Annuities, Liability, General Insurance, Liability Analysis, Casualty, Claims Management, Casualty Insurance, Umbrella Insurance, Homeowners, Commercial Insurance, Underwriting, Legal Liability, Disability Insurance, Litigation Management
Education
Kent State University
Bachelor's degree, Political Science and Government
Jacobson Solutions 2014 - Present
Self-Employed 2005 - 2014
Allstate Financial 2000 - 2004
Allstate Financial 1997 - 2000
Skills
Financial Analysis, Risk Management, Strategic Financial..., Financial Reporting, Insurance, Valuation, Actuarial Science, Forecasting, Life Insurance, Analysis, Leadership, Finance, Corporate Finance, Investments, Competitive Analysis, Financial Services, Project Planning, ALM, Retirement, Social Media Marketing, Actuaries, Financial Planning, Management
Education
Michigan State University
Bachelor of Science, Mathematics
Citizens Investment Services October 2014 - Present
Santander Investment Services June 2013 - October 2014
Santander Investment Services July 2012 - June 2013
New York Life Insurance Company March 2012 - July 2012
Allstate Financial November 2009 - March 2012
Metlife/ 128 Alliance Financial June 2006 - August 2009
International Appliance October 2000 - April 2006
Education
Johnson and Wales University 2013 — 2015
Master of Business Administration (MBA)
Johnson and Wales University 2003 — 2006
BA, Financial Services Mgmt
Louisiana Tech University 2002 — 2003
Professional Aviation
Classical High School 1998 — 2002
Nationwide Mutual Insurance January 2011 - Present
Allstate Insurance 2009 - December 2010
Allstate Insurance August 2006 - December 2008
Allstate Financial June 2005 - August 2006
Allstate October 2003 - June 2005
Allstate March 2001 - October 2003
Skills
Health Insurance, Underwriting, Life Insurance, Advertising, Recruitment Advertising, Property & Casualty..., Financial Services, Marketing, Leadership, Sales Management, Sales, Term Life Insurance, Customer Service, Insurance, General Insurance, Disability Insurance, Casualty, Legal Liability, Retirement, Selling, Cold Calling, Workers Compensation, Management, Umbrella Insurance, Series 6, Commercial Insurance, Team Building, Sales Process, Account Management, Commercial Lines, Fixed Annuities, Direct Sales, Employee Benefits, Liability, New Business Development, Claim, Long-term Care, Strategic Planning
Education
Iowa State University 1990 — 1995
BA, Advertising
Transamerica Agency Network, Inc. September 2012 - Present
Allstate Financial November 2004 - September 2012
Edward Jones January 2000 - May 2004
Wilmington High School July 1998 - January 2000
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Retirement, Insurance, IRAs, Mutual Funds, Term Life Insurance, Long-term Care, Series 7, Strategic Financial..., Investments, 401k, Wealth Management, Property, Estate Planning, Employee Benefits, Variable Annuities, 401k Rollovers, Whole Life, Universal Life, Investment Strategies, Long Term Care Insurance
Education
King College 2009 — 2011
Master of Business Administration (M.B.A.), Management
Western Illinois University 1994 — 1997
Bachelor's degree, Education
Allstate Financial July 1989 - Present
ITT Systems January 1969 - July 1989
Skills
Strategic Planning, Underwriting, Process Improvement, Insurance, Team Building, Sales, Leadership, Forecasting, Customer Service, Account Management, Sales Management, Outlook, Team Leadership, Customer Satisfaction, Business Planning, Property & Casualty..., Microsoft Office, Project Management, Life Insurance, Program Management
Education
Los Angeles Valley College 1960 — 1963
Associate of Arts (AA), Accounting and Finance
Hertz Car Sales March 2014 - Present
Independent Life and Health Agent May 2012 - Present
American Legion Post 390 January 2008 - Present
Independent January 1987 - Present
FINRA Dispute Resolution January 1988 - January 2013
MetLife May 2011 - May 2012
Florida Farm Bureau Insurance November 2009 - May 2011
Allstate Financial November 2005 - June 2008
Spear Leeds and Kellogg January 1994 - August 1998
Skills
Protection and..., Registered Financial..., Property & Casualty..., Insurance, Commercial Insurance, Casualty, General Liability, General Insurance, Umbrella, Microsoft Office, Health Insurance, Excel, Compliance, Sales Management, Term Life Insurance, Financial Planning, Medicare and Medicare..., Final Expense Planning, Homeowners Insurance, Strategic Financial..., Homeowners, Investments
Education
Kaplan University-Davenport Campus 2005 — 2007
Certificate in Financial Planning, Financial Planning
City College of NY School of Engineering
Society of Actuaries July 2005 - September 2014
Allstate 1978 - 2001
Allstate Financial 1998 - 2000
Allstate Insurance Company 1978 - 2000
Father Flanagan's Boys Town 1975 - 1977
Skills
Life Insurance, Relationship Management, Adult Education, Collaboration, Cross-functional Team..., Communication, Marketing Communications, Market Research, Enterprise Risk..., Strategy, Leadership, Employee Benefits
Education
Lake Forest Graduate School of Management 1980 — 1982
MBA, Business
University of Illinois at Urbana-Champaign 1973 — 1975
MEd, Education
Northwestern University 1968 — 1972
BA, History
Northwestern University 1968 — 1972
BA, History, Education
Oracle June 2015 - Present
MassMutual Southern New England December 2008 - Present
Esquire Innovations, Inc., a BigHand company April 2014 - May 2015
Towerstream March 2008 - January 2009
LEX On Demand June 2005 - November 2007
Allstate Financial January 2005 - June 2005
John Hancock June 2003 - November 2004
Skills
Sales, Education, Permanent Life Insurance, Asset Managment, Retirement Planning, Long Term Care Insurance, Disability Insurance, Investments, Fixed Annuities, Insurance, Retirement, Selling, Financial Services, Leadership, Direct Sales, Asset Management, Strategic Financial..., Marketing, Finance, Estate Planning, Sales Management, Small Business, Analysis, 401k, Long-term Care, Life Insurance, Mutual Funds, Whole Life, Employee Benefits, Securities, Email Marketing, Series 63, Project Management, Strategy, Health Insurance, Customer Satisfaction, Financial Analysis, Financial Modeling, Credit, Underwriting, Portfolio Management, Term Life Insurance, Refinance, Customer Service
Education
James Madison University 1999 — 2003
BA, Political Science, Creative Writing
Somerset High School 1995 — 1999
CarMax March 2013 - Present
Town & Country Hyundai November 2012 - March 2013
Firestone May 2012 - November 2012
Allstate Financial 2010 - 2012
Wilsonville Toyota-Scion October 2009 - May 2010
Skills
Customer Service, Negotiation, Research, SPSS, Statistics, Psychology, Microsoft Office, Project Management, Microsoft Excel, Strategic Planning, PowerPoint, Microsoft Word
Education
Portland State University 2006 — 2008
Bachelor of Science (BS), Criminology
Lane Community College 2003 — 2005
Prudential Financial 2012 - Present
Allstate Insurance Company 2010 - 2011
Allstate Insurance Company 2007 - 2010
Allstate Insurance Company 2001 - 2007
Allstate Financial 1992 - 2001
Skills
Cross-functional Team..., Strategy, Business Process..., Leadership, Program Management, Insurance, Strategic Planning, Process Improvement, Management, Six Sigma, Marketing, Team Leadership, Business Strategy, Project Management, Change Management, Marketing Management, Customer Experience, Customer Service, Vendor Management, Problem Solving, Business Relationship..., Customer Retention, Customer Focus, Talent Management, Communication, Life Insurance, Project Portfolio..., Project Execution, Delivering Results, Engagement, Project Implementation, Big Picture Thinking, Marketing Operations, Operations Management, Process Engineering, Collaborative, Customer Lifecycle..., Direct Mail Campaigns, Technology Integration, Regulatory Reporting, Annuities, Variable Annuities, Transaction Processing, Customer Relations, Budget Development, Budget Management, Series 6
Education
Lake Forest Graduate School of Management
Business Leadership - Certificate Program
Northern Illinois University - College of Business
BS, Business Administration - Finance
MicroTrain Technologies - PMP/CAPM Project Management Professional
PMP/CAPM Project Management Professional - Lombard, IL.
Chicago Deming Assoc. - Certified Lean Six Sigma Green Belt
Six Sigma Masters Program, Naperville, IL.
Six Sigma Black Belt - Motorola University
Glenbrook North High School
BenAware formally Nation's Enrollment August 2014 - April 2015
BenAware 2014 - 2015
Allstate Financial July 2010 - May 2014
Unum 2008 - 2009
Skills
Long-term Care, Disability Insurance, Term Life Insurance, Life Insurance, Team Building, Account Management, Marketing, Brokers
Education
Kaplan Career Institute-Nashville 2013 — 2014
yes, LIFE/HEALH/ACCIDENT
Allstate Financial February 1995 - Present
New York Times Regional Media Group February 1991 - September 1993
The Times-Picayune August 1989 - May 1990
Skills
Insurance, Fixed Annuities, Life Insurance, Property & Casualty..., Liability, Underwriting, Investments, Term Life Insurance, Retirement Planning, Disability Insurance, IRAs, Commercial Insurance, Retirement, Long-term Care, Series 6, Bilingual Communications, Bilingual Proficiency, Bilingual-English/Spanis..., Mutual Funds, Sales, Customer Service
Education
Louisiana State University 1987 — 1990
Bachelor of Arts (B.A.), Journalism - News Editorial
Archbishop Rummel High School 1982 — 1986
High Honors Graduate, Spanish Language and Literature
St. Edward the Confessor
Allstate Financial June 2010 - Present
AdamFitz Group August 2005 - January 2009
AutoOne Insurance May 2002 - December 2004
Avis Budget Group October 1990 - May 2002
Skills
Insurance, Casualty, Commercial Insurance, Process Improvement, Administrative..., Notary Public, General Insurance, Microsoft Excel, Sales, Management, Subrogation, Leadership, Analysis, Team Building, Marketing, Public Speaking, Strategic Planning, Customer Service
Education
Ithaca College 1977 — 1981
Bachelor's degree, Business Administration and Management, General
Ithaca College
Roosevelt High School
Roosevelt High School
Ashfield Healthcare, LLC August 2013 - Present
International SOS January 2008 - October 2012
THEFURNITURE.COM May 2007 - March 2009
LAMBERTVILLE STATION January 2006 - May 2007
DACHA ADULT DAY CARE July 2005 - October 2005
Allstate Financial November 2004 - October 2005
Skills
Healthcare, Operations Management, Process Improvement, Insurance, Strategic Planning, Team Leadership, Customer Service, Account Management, Marketing, Program Management, Customer-focused, Problem Solving, Logistics, CRM, Human Resources, Management, Training, Emergency Management, Team Building, Security, Project Planning, Policy, Call Centers
Education
La Salle University 2011 — 2015
Master of Business Administration, Marketing
TEMPLE UNIVERSITY, Fox School of Business 2004 — 2008
Bachelor, Business Administration; Marketing
Madden Communications July 2014 - Present
The Northern Trust Company August 2013 - October 2013
Wheels, Inc. March 2012 - August 2013
Allstate2004-2009 October 2004 - October 2009
Allstate Financial 2003-2004 February 2002 - October 2004
Allstate Financial February 2000 - February 2002
Skills
Business Analysis, Process Improvement, Call Center, Relationship Management, Customer Service, Customer Retention, Vendor Management, SQL, Telecommunications
Education
MacMurray College 1995 — 1999
Bachelor of Science Business Administration, Marketing
American Family Insurance October 2014 - Present
CreativeOne October 2011 - October 2014
Allstate Financial February 2008 - October 2011
Capstone Financial Partners / Jefferson Pilot December 2004 - July 2007
MassMutual Financial Group 1984 - 2002
Skills
Marketing Solutions, Insurance Planning, Business Planning, Marketing, Estate Planning, Small Business, Life Insurance, Insurance, Financial Planners, Health Insurance, Financial Advisory, Fixed Annuities, Securities, Financial Services, Sales, Finance, Management, Roth IRA, Sales Management
Education
Missouri State University 1980 — 1985
Business
Glendale High School
Allstate Financial January 2004 - Present
Allstate 2004 - Present
A.I.G March 2003 - January 2004
Skills
Fixed Annuities, Series 63, Life Insurance, Series 7, Property & Casualty..., Retirement Planning, Insurance, Sales, Umbrella Insurance, IRAs, Term Life Insurance, Disability Insurance
Education
James Madison University 1970 — 1974
BS, Physical Education/Health
Allstate Financial November 2012 - Present
Mosaic Consulting October 2008 - March 2011
AXAA Advisors March 2008 - October 2008
D. B. Root January 2006 - January 2008
MacWhinnie Financial Group July 1994 - December 2006
Insurpro January 1992 - June 1994
Business Information Technologies January 1987 - December 1991
Skills
Financial Planning, Compliance, Policy, Hiring, Supervisory Skills, Business Process, Planning, Investments, Retirement Planning, Risk Management, Estate Planning, Asset Management, Insurance, Customer Relations, Process Improvement, Team Building, Coaching
Education
Chatham University 2012 — 2014
Masters, Food Studies
Juniata College 1977 — 1981
BA, Social Work
The Prudential Insurance Company of America, Newark NJ August 2010 - Present
Walgreens June 1998 - September 2009
Allstate Financial March 2000 - January 2001
Education
Loyola University Chicago 1995 — 2000
BBA, Marketing
Lindblom Technical High School 1991 — 1995
st joachim
PwC July 2010 - Present
Allstate Financial August 2008 - March 2010
Allstate Insurance October 2003 - August 2008
Allstate Insurance May 2000 - October 2003
Allstate Insurance August 1995 - May 2000
Skills
Business Case, Succession Planning, Business Relationship..., Product Design, Actuarial Science, Property & Casualty..., Wealth Management, Statistical Modeling, Outsourcing, Product Management, Underwriting
Education
Manchester University 1975 — 1979
BS, Mathematics
Hamilton
AERC Recycling Solutions August 2015 - Present
Republic Services Inc September 2012 - July 2015
CarMax March 2012 - August 2012
SuperMedia LLC June 2010 - April 2012
U.S. Census Bureau -- Census Coverage Management April 2010 - June 2010
Allstate Financial April 2009 - November 2009
Genworth Financial March 2004 - January 2009
New England Financial May 1998 - March 2004
Skills
Salesforce.com, Process Improvement, B2B Marketing, Customer Relations, Marketing Strategy, Customer Service, Annuities, Advertising, Sales, Strategic Planning, Marketing, Sales Process, Budgets, Online Advertising, Direct Sales, Fixed Annuities, Lead Generation, Cold Calling, Sales Management, Selling, Leadership, Business Development, Coaching, Direct Marketing, Sales Operations, Financial Services, B2B, Sales Presentations, Disability Insurance, Account Management, Customer Retention, New Business Development
Education
James Madison University 1994 — 1998
Bachelor of Business Administration, Management
University of Richmond Management Institute
University of Virginia Darden
Piedmont Financial Group, a member of MassMutual Financial Group January 2011 - Present
Salim Church, UCC November 2004 - Present
Northwestern Mutual April 2009 - September 2010
Allstate Financial January 2001 - February 2004
Morgan Stanley October 1998 - January 2001
Pebble Beach Company June 1988 - October 1990
Monterey Country Club June 1986 - March 1988
Skills
Retirement, Employee Benefits, Trust Services, Estate Law, Business Continuity..., Fixed Annuities, Insurance, Retirement Planning, Disability Insurance, Life Insurance, Strategic Financial..., Mutual Funds, Long-term Care, Series 7, Wealth Management, Financial Advisory, Portfolio Management, Finance, Long Term Care Insurance, Wealth, Term Life Insurance, Financial Services, Personal Finance, Wealth Accumulation, Investment Strategies, Investment Advisory, Leadership, Series 6, Risk Management, Underwriting, FINRA
Education
Columbia Theological Seminary 2004 — 2008
M.Div, Theology
Mercer University 1992 — 1995
BA, Religious Studies
Amazon Web Services June 2015 - Present
salesforce.com May 2013 - June 2015
EMC August 2009 - May 2013
American Imaging Management November 2007 - August 2009
American Imaging Management 2006 - 2007
Allstate Financial 2006 - 2006
Allstate Financial 2005 - 2006
Allstate Financial 2003 - 2005
Skills
Disaster Recovery, Vendor Management, Data Center, IT Strategy, ITIL, SDLC, Active Directory, Business Continuity, Process Improvement, Windows Server, IT Management, Data Domain, EMC Avamar, Avamar, IT Infrastructure..., IT Infrastructure Design, IT Infrastructure..., EMC Networker, IT Financial Management, MOF, EMC2, VMware, EMC Storage, Virtualization, Cloud Computing, High Availability, Enterprise Architecture, HP, Citrix, IT Operations, VMware ESX, Storage Area Networks, Infrastructure, SaaS, Servers, Networking, SAN, Enterprise Software, Solution Selling, Management, Professional Services, Storage, Salesforce.com, Integration, Strategy, NAS, Leadership, DNS
Education
Lake Forest Graduate School of Management 2007 — 2008
University of Northern Iowa 1994 — 1998
Bachelor of Science (BS), Biological Sciences
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. June 2011 - Present
Allstate Financial September 2009 - June 2011
The Hartford March 2005 - November 2008
US Bank January 2000 - December 2004
US Bank May 1998 - January 2000
Piper Jaffray January 1996 - May 1998
Skills
Leadership, Finance, Financial Services, Sales Operations, Sales Process, Coaching, Time Management, Strategic Financial..., Fixed Annuities, Financial Advisory, Sales, Marketing
Education
Miami University 1992 — 1995
B.S., Finance
Edina High School 1988 — 1991
General Electric (GE) Capital September 2012 - Present
Accenture Legal Group (Randstad Consultant) September 2008 - September 2012
Zebra Technologies April 2007 - May 2008
Allstate Financial February 2004 - April 2007
Allstate Financial January 2002 - December 2004
Allstate Financial April 2001 - February 2004
Skills
Instructional Design, Change Management, Training, Program Management, Project Management, Training Delivery, E-Learning, Internal Communications, Adobe Creative Suite, Captivate, SharePoint, Microsoft Office, Visio, Organizational..., Web Design, Articulate Storyline, Articulate Suite, Audacity, Business Ethics, Camtasia, Compliance, Content Management, Global Delivery, Global Strategy, Instructor-led Training, Instructional Manuals, Job Aids, Web Content, Live Meeting, Regulatory Affairs, Research, SnagIt, Survey Design, Survey Methodology, Technical Documentation, Technical Writing, Third Party Vendor..., Virtual Training, Virtual Teams, Employee Training, Cross-functional Team...
Education
CAMS Online Preparation Seminar 2014 — 2014
Certified Anti-Money Laundering Specialist (CAMS), Anti-Money Laundering
Quality Matters Program 2013 — 2014
Continuous Improvement in Online Education
Oakton Community College 2008 — 2010
Web-Based Course Developer Certificate, E-learning Course Development
Keller Graduate School of Management of DeVry University 2004 — 2005
Project Management Certification, Project Management
Loyola University Chicago 1999 — 2000
Certificate in Paralegal Studies, Intellectual Property
University of Illinois College of Medicine 1979 — 1980
MPH, Business Administration
University of Illinois at Urbana-Champaign 1975 — 1979
Bachelor of Science and Community Health Education Teaching Degree (Grades 6 - 12), Community Health
American Bankers Association Professional Training
Compliance Training Solution for ABA Member Banks
New Horizons In Autism September 2015 - Present
The Colts Neck Agency January 2000 - Present
DOORS 2005 - Present
Someone Special Needs You January 2000 - Present
Very Special Homes August 2011 - Present
Ride for Autism January 2000 - Present
Allstate Financial 1990 - Present
Autisn NJ - COSAC January 2000 - January 2006
Colts Neck Board of Education April 1997 - April 2003
Prudential Financial 1988 - 1999
Skills
Fundraising, Insurance, Marketing, Nonprofits, Training, Leadership, Life Insurance, Estate Planning, Small Business, Program Management, Property & Casualty..., Fixed Annuities, Special Education, Staff Development, Investments, Customer Service, Non-profits, Commercial Insurance, Autism Spectrum..., Public Speaking, Strategic Planning
Education
Kean University
Bank of America 2010 - Present
Merrill Lynch March 2006 - April 2010
Chico's FAS Inc. May 2005 - February 2006
GFI Group February 2003 - January 2005
SYNTELL Inc. 1996 - 2005
Allstate Financial November 2002 - March 2003
Tyco Safety Products August 2001 - August 2002
Cable & Wireless June 2000 - February 2001
American International Group October 1996 - June 2000
IIS Infotech June 1995 - October 1996
Skills
EMS, TIBCO, SOA, TIBCO iProcess, Business Process..., Enterprise Architecture, Middleware, Integration, EAI, Microsoft SQL Server, Solution Architecture, Requirements Analysis, XML, Unix, Business Process Design, Oracle, Business Process, SDLC, IT Strategy, SQL
Education
Jai Narain Vyas University 1982 — 1988
BE, Electronics & Telecommunication
CUSO Financial Services, LP / USAlliance Financial May 2012 - Present
Lincoln Financial Group May 2006 - May 2012
Allstate Financial March 2004 - March 2006
Linsco Private Ledger July 2002 - February 2005
Bear Stearns Asset Management June 2000 - June 2002
Liberty Funds Group February 1996 - April 2000
First Citicorp 1995 - 1998
Bankmark November 1993 - January 1996
NFL Europe & Arena Football League February 1991 - August 1993
Skills
Mutual Funds, Series 7, Fixed Annuities, Financial Services, Asset Allocation, Retirement Planning, Finance, Insurance, Retirement, Series 65, Banking, Management, Financial Advisory, Life Insurance, Variable Annuities, Estate Planning, Fiduciary, Mortgage Lending, Equities, CRPC, College Savings Plans, Uniform Combined State..., Investment Management, Series 24, Sales, Asset Managment, Long Term Care Insurance, Investor Relations, Investment Banking, Due Diligence, High Net Worth..., Income, Trading, Financial Planners, Pensions, Institutional Sales, Tactical Asset..., Asset, Wealth Accumulation, Private Equity, Profit Sharing, Bloomberg, 403 b, Universal Life, Derivatives, Stocks, 401k Rollovers, Investment Properties, Sales Operations, Training
Education
Montclair State University 1986 — 1990
BA, Political Science & Public Admi.
Allstate Financial Allstate Agent Life Auto Homeowners Commercial$
Skills
Commercial Insurance, Property & Casualty..., Casualty, General Insurance, Underwriting, Employee Benefits, Small Business, Claim, Sales Management, Sales, Umbrella Insurance, Homeowners, Agents, Marketing, Customer Service, Investments, Strategic Planning, Mortgage Lending, Legal Liability, New Business Development, Condos, Team Building, Strategic Financial...
Education
LSU
Bachelor of Business Administration (B.B.A.)
Louisiana State University
Business, Management, Marketing
Bank of America Merrill Lynch 2012 - Present
Allstate Financial October 2011 - February 2012
Sentinel Investments September 2005 - December 2010
Travelers Life & Annuity February 2004 - September 2005
Bank of America Merrill Lynch 1995 - 2002
Skills
Mutual Funds, Annuity, Series 6, Annuities, Insurance, Asset Allocation, Retirement Planning, Investments
Education
Louisiana State University
Bachelor of Science
US Bank April 2012 - Present
Sales Integrity, Inc. June 2011 - April 2012
Name Droppers June 2007 - December 2010
Naperville Area Chamber of Commerce December 2008 - November 2010
Allstate Financial 2006 - 2007
Allstate Corporation 2003 - 2006
Allstate Financial 2001 - 2002
Bank One Corporation 1997 - 2000
First Chicago NBD Corporation 1996 - 1997
First Chicago Capital Markets, Inc. 1994 - 1995
Skills
Relationship Management, New Business Development, Negotiating Contracts, Transaction Execution, Strategic Planning and..., Project Management, Operations/Production..., Investor Relations, Team Development, Team Building, ALM Risk Management, Non-profit Board..., Contract Negotiation, Strategy, Strategic Planning, Business Development, Risk Management, Marketing, Transaction Processing, Entrepreneurship, Sales, Portfolio Management, Banking, Program Management, Sales Management, B2B, Treasury Management, Business Planning, Financial Analysis, Management
Education
Weatherhead School of Management at Case Western Reserve University 1992 — 1994
MBA, Finance
John Carroll University 1985 — 1988
BSBA, Finance; Computer Science
Holy Name H.S. 1981 — 1984
High School
Mortenson Dental Partners April 2015 - Present
Right Management 2006 - Present
Penava Communications, LLC 2005 - Present
Humana October 2013 - April 2015
Humana January 2012 - October 2013
Allstate Financial 1996 - 2004
The Berry Company/BellSouth Advertising & Publishing 1987 - 1994
Skills
Leadership Development, Executive Coaching, Organizational..., CTI Trained Co-Active..., Management Consulting, DDI Certified, ASTS Certified Sales..., Total Quality..., Change Management, ICF Coach Member, Essential Facilitiation, General Operations, Talent Management, C Suite Coaching..., Assessment Centers, Talent Assessment, Sales, Leadership, Workshop Facilitation, Assessment Center, Coaching, Training, TQM, Emotional Intelligence, Strategic Thinking
Education
Coaches Training Institute 2012 — 2013
Professional Co-Active Coach, Coaching
Lake Forest Graduate School of Management 1996 — 2000
MBA, Business Administration and Management, General, 3.8
University of Kentucky
Bachelor's degree, Telecommunications
Home Testing SpecialistCapital OneMay 2012 - August 2013
HSBC August 2010 - May 2012
Allstate Financial May 2005 - December 2009
Allstate Financial July 1989 - May 2005
Skills
SDLC, Software Development, SQL, Requirements Analysis, Software Documentation, Requirements Gathering, Integration, COBOL, Analysis, Testing, Oracle, DB2, Cross-functional Team..., PL/SQL
Education
Judson University 1985 — 1989
BA, Computer Information Science
New York Life Insurance Company January 2014 - Present
Diamond city BNI October 2013 - January 2015
Dallas Family Practice 2007 - 2015
American General Life and Accident Insurance Co 2009 - January 2014
Allstate Financial July 2008 - October 2009
M & T Bank 1991 - 2008
Skills
Retirement Planning, Insurance, Fixed Annuities, Universal Life, Term Life Insurance, Whole Life, Disability Insurance, Long-term Care, Life Insurance, IRAs, Retirement, Employee Benefits, Strategic Financial..., Key Person Insurance, Accident, Critical Illness, Buy-sell Agreements, 401k Rollovers, Health Insurance, Financial Planners, 401k, Long Term Care Insurance, Estate Planning, Financial Services, Pensions, Roth IRA, Commercial Insurance
Education
luzerne county community college 1986 — 2007
associates, business admin
King's College 2001 — 2002
n/a, Business Admin
Mutual of Omaha June 2014 - Present
VALIC April 2013 - April 2014
MetLife February 2011 - April 2013
Reach Ministry, Inc. July 2008 - February 2011
Allstate Financial December 2003 - November 2008
Mt. Zion Baptist Church 1986 - 2006
Centocor April 2000 - February 2003
KNOLL PHARMACEUTICAL May 1996 - April 2000
Skills
Life Insurance, Fixed Annuities, Insurance, Small Business, Disability Insurance, Estate Planning, Employee Benefits, Health Insurance, Portfolio Management, Leadership Development, Finance, Business, Long-term Care, Strategy, Recruiting, Guaranteed Retirement..., Consultative Services, Monetary Management...
Education
North Carolina State University 1977 — 1981
BA, BUSINESS
Kaplan University 2005 — 2006
Series 6 and 63, Securities Investment licenses
Allstate Financial Store ManagerWal-Mart2000 - 2003
Wal-Mart 2000 - 2003
Skills
Insurance, Customer Service, Life Insurance, Sales, Investments, Retirement Planning, Risk Management, Fixed Annuities, Leadership, Financial Planning
Education
Missouri State University
Ketchum April 2010 - Present
DePaul University July 2011 - Present
Allstate July 2009 - April 2010
Allstate March 2009 - July 2009
Allstate Financial April 2008 - February 2009
Kuczmarski & Associates August 2006 - April 2008
General Electric August 2003 - August 2006
General Electric August 2002 - August 2003
General Electric Capital Services July 2000 - August 2002
Heinz Pet Food 1998 - 2000
Skills
Strategy, Social Media, New Business Development, Analytics, Thought Leadership, Cross-functional Team..., Competitive Analysis, Product Management, Segmentation, Product Development, Marketing Strategy, Relationship Management, Web Analytics, Strategic Planning, Product Innovation, Business Strategy, Mobile Marketing, Digital Marketing, Social Media Marketing, Program Management, Lead Generation, Strategic Partnerships, Social Networking, Marketing, Leadership, Market Research, Digital Media, Integrated Marketing
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance and Economics
Miami University 1996 — 2000
BS, Marketing and Management Information Systems
Kitchen Distributors, Inc. April 2014 - Present
YMCA, Ladyworks, Snap Fitness, World Gym, Olympia Athletic Club, The Body Shop, Lady of America October 1992 - Present
Snap Fitness 2008 - Present
Zumba Fitness LLC 2010 - Present
Allstate Financial September 2011 - April 2014
Blue Cross and Blue Shield of Alabama 1991 - 2003
Skills
Employee Benefits, Marketing, Sales, Fitness, Coaching, Insurance, Time Management, Leadership, Process Improvement, Zumba, Customer Service
Education
Mississippi State University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
STARKVILLE ACADEMY
Steve Hiner Insurance Agency,LLC June 2006 - Present
Scaffold Training Institute January 1998 - Present
Allstate Financial June 2002 - June 2006
American General Life June 1997 - May 2002
Skills
Series 63, 401k, Professional Liability, Insurance, Whole Life, Customer Service, Sales Management, Life Insurance, Sales, Leadership, Contract Negotiation, Project Management, Process Scheduler, Construction
Education
Lansing Community College 1977 — 1979
Architectural Engineering
C.R. England September 2015 - Present
Echo Global Logistics July 2014 - 2015
ArrowStream April 2013 - June 2014
Schneider National December 2011 - 2013
Acquirent 2010 - 2011
Chicago Tribune Media Group 2009 - 2010
Allstate Financial 2005 - 2009
Darden Restaurants 2001 - 2009
Partners in Charity 2004 - 2006
Skills
Cold Calling, Account Management, Sales, New Business Development, Sales Management, Customer Service, Direct Sales, Social Media, Building Relationships, Transportation, Social Media Marketing, Contract Negotiation, Leadership, Logistics, Sales Process, Management, Supply Chain, Pricing
Education
Marquette University 2000 — 2004
St. Viator 1996 — 2000
Allstate Insurance March 2009 - Present
Allstate Financial March 2008 - March 2009
Hakman & Associates, Inc.. January 2000 - October 2006
Clark's Plum Hill 1998 - 2000
Northwest Community Hospital 1996 - 1998
Loyola University Health System 1983 - 1996
Skills
Mergers, Project Portfolio..., Finance, PMO, SDLC, Competitive Analysis, Process Improvement, Strategy, Risk Management, Visio, Project Management, Leadership, Vendor Management, Requirements Analysis, Business Analysis, PMP, Management, Requirements Gathering, Project Planning, Mergers & Acquisitions, Agile Methodologies, Software Documentation, Governance, IT Strategy, Change Management, MS Project, Financial Analysis, Business Process..., Program Management, Software Project..., Business Process, Microsoft Project
Education
Lake Forest Graduate School of Management
Master of Business Administration (MBA)
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Re-engineering
University of Chicago
Project Management
Allstate July 2014 - Present
Allstate Financial August 2010 - July 2014
State Farm February 2008 - July 2010
Skills
Fixed Annuities, Investments, Risk Management, Financial Planning, Retirement, 401k Rollovers, Term Life Insurance, Property & Casualty..., Commercial Insurance, Customer Service, Organizational..., Organization Skills, Life Insurance, Insurance, Disability Insurance, Health Insurance, General Insurance, Umbrella Insurance, Underwriting, Liability, Long-term Care, Whole Life, Retirement Planning, Homeowners
Education
Monroe Community College 1996 — 1998
Associate's degree, Business Administration and Management, General
Greece Athena High School 1992 — 1996
Regents Diploma, Business Administration and Management, General
Northwestern Mutual September 2015 - Present
Northwestern Mutual February 2013 - September 2015
Allstate Financial January 2012 - January 2013
Allstate Financial November 2003 - January 2012
Allstate Financial March 2002 - November 2003
BlueSuit Inc. 2001 - 2002
Hewitt Associates 1999 - 2001
Zurich Scudder Investments 1997 - 1999
Citi 1995 - 1997
Columbia Management 1993 - 1995
Skills
Insurance, Interactive Marketing, Technology, Financial Services, Metrics Reporting, Web Project Management, Web Content Management, Web Analytics, Digital Marketing, Digital Strategy, Database Marketing, Marketing Communications, Strategic Communications, Corporate Communications, PURLs, HTML emails, Microsites, Qualified Retirement..., User Experience Design, User-centered Design, User Scenarios, Wire Framing, Retirement Planning, Series 63, Series 7, Sales, Fixed Annuities, Mutual Funds, CRM, User Experience, Sales Operations, Investments, Training, Management, Strategy
Education
FINRA 7, 6, 63 and 24
Lake Forest College
Bachelor's degree, Business Administration
Lake Forest College
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Barmetrix April 2013 - Present
Wildflower Presents January 2005 - August 2013
The Roux House June 2010 - December 2010
Allstate Financial March 2009 - December 2009
Merrill Lynch October 2008 - February 2009
Skills
Management, Marketing Strategy, Sales, Event Planning, New Business Development, Customer Service, Coaching, Strategy, Entrepreneurship, Event Management, Business Planning, Small Business, Leadership, Inventory Control, Hospitality Consulting, Strategic Planning
Education
Louisiana State University 2010 — 2012
Master of Business Administration (MBA), Entrepreneurship
Louisiana State University 2002 — 2006
Bachelor of Science, Finance
Christmas In Action January 2012 - Present
Allstate Financial June 2004 - January 2012
Allstate Insurance Agency June 2004 - January 2012
Education
Midwestern State University 1995 — 1998
BAAS, Engilsh, Business and Psychology
Woodlawn High School,Shreveport, LA
Allstate Financial June 1993 - Present
Northwestern Mutual 1983 - 1992
Skills
Disability Insurance, Fixed Annuities
Education
Iona College 1978 — 1980
BA, Economics
Sacred Heart University 1976 — 1978
AA, Paralegal Studies
The BPG Group, LLC. January 2013 - Present
Allstate Financial July 2008 - Present
Education
La Salle University
B.S
Medela, Inc. November 2010 - Present
Unemployment January 2010 - Present
Allstate Financial December 2000 - December 2009
Jewel Food Stores February 1988 - May 2001
Skills
Relationship Building, Multi Tasking, Customer Service
Education
McHenry County College 1989 — 1990
Not Attained, General
Crystal Lake Central High School 1985 — 1989
High School, General
Allstate Financial August 2011 - Present
Education
Lindenwood University 2008 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
St Charles Community College 2004 — 2006
Associate of Arts (A.A.), Political Science and Government
Black Diamond Video October 2013 - Present
Black Diamond Video October 2011 - October 2013
Allstate Financial July 2010 - October 2011
Northwestern Mutual June 2009 - July 2010
Skills
Finance, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, PowerPoint, Accounting, Financial Reporting, GAAP, Customer Service, Strategic Planning, Strategic Financial..., Account Management, Forecasting, Data Analysis
Education
Monmouth University 2005 — 2009
Bachelor in Accounting, Accounting
Lorenzo de' Medici 2008 — 2008
Business
Fadaie Insurance Services Inc. February 2006 - Present
Allstate Financial January 2005 - February 2006
Toyota March 2004 - December 2005
Coldwell Banker Real Estate March 2002 - January 2004
AutoNation/ Southerlin Toyota January 1996 - October 2002
Citgo April 1992 - January 1995
Skills
Strategic Leadership, Team Leadership, Sales Management, Insurance, Property & Casualty..., New Business Development, Negotiation, Commercial Insurance, Strategic Planning, Sales, Account Management, Property, Life Insurance, Customer Service, Team Building, Mortgage Lending, Homeowners, General Insurance, Umbrella Insurance, Training, Liability, Casualty, Brokers, Fixed Annuities, Inland Marine, Underwriting, Legal Liability, Professional Liability, Workers Compensation, Term Life Insurance, Selling, Risk Management, Marketing, Renters, Leadership, Coaching, Commercial Lines, Direct Sales, Motorcycle, Customer Satisfaction, Business Planning, Management, D, Health Insurance, Whole Life, Outlook, Customer Retention, Social Networking
Education
Maharishi University of Management 2002 — 2004
Patanjali Sidhis Program, Philosophy
St. Petersburg College 2002 — 2003
Allstate Financial August 1980 - May 2006
Allstate Financial January 1995 - December 2000
Allstate Financial January 1991 - December 1994
Education
Keller Graduate School of Management of DeVry University 1981 — 1984
MBA, Management
Mundelein College
BA, Education
Motorola Mobility May 2014 - Present
Baxter International Healthcare October 2012 - September 2013
Discover Financial Services January 2011 - October 2012
Allstate Financial January 2008 - December 2010
Allstate Financial 2008 - 2008
Allstate 2007 - 2008
The Field Museum 2006 - 2007
Orbitz January 1999 - September 2001
Skills
Digital Strategy, User Experience, Usability, Mobile Marketing, Marketing Strategy, Information Architecture, Integrated Marketing, SEO, Strategy, Interaction Design, Information Technology, Web Marketing, Mobile Design, internet marketing, ecommerce, Online Lead Generation, Project Management, Change Management, Process Improvement, Social Media, Product Development, Innovation Management, Market Research, E-commerce, Digital Marketing, Online Marketing
Education
Loyola University Chicago School of Law
Master's Degree in Business and Law
CNO Inc/ Bankers Life and Casualty Company June 2010 - March 2015
Gentry Partners, LTD May 2009 - July 2010
Allstate Financial August 2007 - April 2009
AAA Life Insurance Company April 2005 - May 2007
North American Company for Life and Health Insurance February 1990 - March 2005
Mesirow Financial September 1987 - February 1990
Skills
Leadership, Training, General Insurance, Fixed Annuities, Legal Writing, Insurance Law, Project Management, Life Insurance, Health Insurance, Policy, Analysis, Microsoft Word, Team Building, Insurance, Contract Negotiation, Licensing, Underwriting, Negotiation, Legal Compliance, Access, Process Improvement, Customer Service, Liability, Team Leadership, Business Analysis, Financial Services, Strategic Planning, Management, Sales, Outlook, Lotus Notes, Teamwork, Microsoft Excel, Disability Insurance, Risk Management, Term Life Insurance, Claim, Microsoft Office, Vendor Management, Public Speaking, Marketing, Change Management, Problem Solving
Education
Moraine Valley Community College 1999 — 2002
Early Childhood Education and Teaching, 3.9
Lewis University 1984 — 1987
Psychology
State Farm October 2012 - Present
State Farm Insurance January 2010 - November 2012
Phoenix Wealth Management January 2006 - September 2009
The Phoenix Companies January 2006 - September 2009
Allstate Financial January 2003 - January 2006
Van Kampen Investments June 1997 - September 2002
Skills
Mutual Funds, Fixed Annuities, Salesforce.com, Customer Service, Series 63, Permanent Placement, Life Insurance, CRM, Financial Services, Insurance, Leadership, Long-term Care, Management, Retirement, Retirement Planning, Sales, Selling, Series 6, Term Life Insurance
Education
Iowa State University - College of Business 1991 — 1996
4 year, Marketing
Rock Valley College 1989 — 1991
Associate, Accounting
Allstate Financial January 2009 - Present
Allstate 2007 - Present
Skills
Skin Care, Financial Sales, Insurance, Customer Service, Direct Sales, Disability Insurance, Fixed Annuities, Investments, Leadership, Life Insurance, Marketing, Property, Sales, Sales Finance, Sales Management, Small Business
Education
Michigan State University 1991 — 1995
Allstate July 2014 - Present
Allstate Financial September 2007 - June 2014
Walgreens March 2007 - August 2007
Pearson Government Solutions (now Vangent, Inc.) September 2005 - March 2007
NCS Pearson January 2001 - September 2005
Skills
SQL, Business Intelligence, Integration, Business Objects, Crystal Reports, Data Warehousing, Architecture, Software Development, Testing, Dashboard, Tableau, Data Modeling, DB2, Requirements Analysis, Databases, SDLC
Education
Iowa State University - College of Business 1997 — 2000
BS, Management Information Systems (MIS)
Informatics Computer School 1996 — 1996
Diploma, Computer Studies
Whitley Secondary School 1993 — 1995
Methodist-3 1982 — 1993
Allstate Financial Group 2009 - Present
Allstate Financial June 1987 - Present
Education
Lake Forest Graduate School of Management 2001 — 2005
MBA
University of Notre Dame 1982 — 1987
BBA
Combined Insurance Company of America, an ACE group company April 2012 - Present
Dearborn National Life Insurance Company, subsidiary of Health Care Service Corporation May 2010 - April 2012
Dearborn National Life Insurance Company, subsidiary of Health Care Service Corporation August 2009 - May 2010
Allstate Financial June 2008 - August 2009
Allstate Financial April 2004 - June 2008
Allstate Financial April 2001 - April 2004
Allstate Financial September 1998 - April 2001
Allstate Financial September 1995 - September 1998
Allstate Financial September 1994 - September 1995
Allstate Financial June 1993 - September 1994
Skills
Project Management, Life Insurance, Six Sigma, Annuities, Training & Development, Operations Management, Call Center, Claims Management, Claims Administration, Process Improvement, Change Management, Employee Benefits, Strategic Planning, Process Engineering, System Administration, Pensions, Structured Settlements, Insurance, Compliance, Reinsurance, Risk Management, Business Analysis, Vendor Management, Team Building, Problem Solving, Coaching, Benefits Administration, Auditing, Team Leadership, Direct Marketing, Quality Assurance, Product Marketing, Claim Investigation, Health Insurance, Call Centers, Fixed Annuities, Disability Insurance, Workers Compensation, Underwriting, Property & Casualty..., Analysis, Claim, General Insurance, Management, Critical Illness, Leadership, Commercial Insurance, Liability, Legal Liability, Casualty
Education
Allstate Certified Six Sigma Black Belt 2008 — 2008
Lake Forest Graduate School of Management 2004 — 2007
MBA, Specialty Organizational Behavior
Western Illinois University 1981 — 1985
BB, Management
Glenbrook North High School 1978 — 1981
EY August 2013 - Present
Lincoln Financial Group October 2012 - June 2013
EY May 2010 - September 2012
Allstate Financial March 2007 - May 2010
CNA Insurance September 2006 - March 2007
Ennis Knupp & Associates December 2004 - September 2006
Skills
Financial Modeling, Actuarial Science, ALM, Investments, Economic Capital, Insurance
Education
Loyola University Chicago 2001 — 2004
BS, Statistics
Allstate Financial 2007 - Present
Aon 1999 - 2007
Allstate Financial September 1987 - September 1999
Skills
Actuarial, Enterprise Risk..., Valuation, Analysis, Reserving
Education
University of Nebraska-Lincoln 1985 — 1987
MA, Mathematics
Minnesota State University, Moorhead 1981 — 1985
IAPWS March 2011 - Present
BroadbandCTI March 2010 - March 2011
INX November 2008 - March 2010
SAIC 2007 - 2010
USCENTCOM 2007 - 2010
Lockheed Martin Information Technology April 2008 - April 2009
335th Theater Signal Command 2003 - 2005
AT&T BroadBand, Inc. 2001 - 2003
Allstate Financial 1999 - 2001
Applied Logic Group, Inc. January 1994 - January 1999
Skills
Network Security, Virtualization, Security, Systems Engineering, VMware, Active Directory, Microsoft Exchange, Enterprise Architecture, VMware Certified..., VMware Infrastructure, Unix Operating Systems, Cisco Technologies, Embedded Systems, Object Oriented Perl, C/C++ STL, Relational Databases, x86 Assembly, 68k Assembly, PKI, Public Key Cryptography, DoD, Hardware Engineering, Datacenter..., Unix, Linux, Servers, Information Assurance, Troubleshooting, TCP/IP, Integration, DNS, Data Center, Switches, Solaris 8/9/10, Network Design, Network Engineering, Computer Network..., ITSMF, Cable Broadband, Cable Networks, Cable Modems, DOCSIS, RF Engineering, Storage Area Networks, Computer Security, Networking Solutions, Networking Strategy, Routers, Information Security, System Deployment
Education
Jacksonville University 1988 — 1991
Physics/EE
Allstate Financial Services October 2008 - Present
SMITH HAYES Financial Services October 2007 - October 2008
Allstate Financial January 2007 - October 2007
Allstate Financial May 2005 - January 2007
Allstate Financial September 2003 - May 2005
Allstate Financial July 2002 - August 2003
Education
Minnesota State University, Mankato 1996 — 2001
BA, English
Templar Financial Services, Inc. June 2015 - Present
Allstate Financial December 2008 - June 2015
Allstate Financial 2008 - 2012
world group securities June 2006 - December 2008
Todd Pacific Shipyards March 2005 - April 2007
Skills
Retirement, Estate Planning, Investments, Retirement Planning, Financial Services, Financial Planners, IRAs, Insurance, Finance, Fixed Annuities, Life Insurance, Wealth Management, Customer Service, Small Business, Wealth, Term Life Insurance, Strategic Financial..., Financial Planning, Series 63, Series 65, Series 26, Series 6, Financial Advisory, Mutual Funds, Long-term Care, Team Building
Education
Kaplan University 2010 — 2012
Certified Financial Planner®, Financial Planning and Services
New School University 2000 — 2002
Bachelor of Science (B.S.), Business/Human Resources Management
North Suburban YMCA January 2012 - Present
Allstate Financial December 2009 - December 2012
Allstate Financial 1981 - 2009
Skills
Customer Service, Operations Management, Marketing, Management, Leadership, Strategy, Sales Operations, Team Leadership, Team Building, Business Strategy, Strategic Planning, Sales Management, New Business Development, Time Management, Cross-functional Team..., Customer Experience, Process Improvement, Insurance, Risk Management, Training, Business Analysis, CRM, Call Centers, Program Management, Business Process..., Change Management, Vendor Management, Business Planning, Management Consulting, Business Development, Analysis, Performance Management, Financial Services, Account Management, Coaching
Education
Marquette University 1974 — 1978
BS, Business Administration
Regina Dominican High School 1970 — 1974
Advanced Financial Planning LLc July 2011 - Present
Ambit Energy,LP March 2007 - Present
Allstate Financial June 2008 - July 2011
Principal Financial Group January 2000 - June 2008
Principal Financial Group April 2001 - May 2008
Skills
Retirement Planning, Estate Planning, Business Planning, 529 Plans, Life Insurance, Equity Indexed Annuities, Variable Annuities, Investments, 401k Rollovers, Self Directed IRA, Business Continuity..., Health Insurance, Risk Management, Employee Benefits, Relationship Management, Term Life Insurance, IRAs, Finance, Series 7, Strategic Financial..., Long-term Care, Small Business, Portfolio Management, Financial Analysis, Personal Finance, Banking, Corporate Finance, Personal Financial..., Wealth Management, Financial Advisory, Credit, Business Strategy, Long Term Care Insurance, 401k, Credit Analysis, Insurance, Negotiation, Financial Modeling, Series 63, Mergers, Investment Advisory, Financial Services, Strategic Planning, Asset Managment, Financial Risk, Team Building, Asset Management, Valuation, Securities, Business Development
Education
Institute of Business Administration 1978 — 1980
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
SUNY at Buffalo
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Advanced Financial Planning Limited June 2011 - Present
Ambit Energy July 2008 - Present
Allstate Financial May 2008 - June 2011
Skills
Insurance, Life Insurance, Strategic Financial..., Retirement Planning, Wealth, Investments, Strategic Planning, Health Insurance, Disability Insurance, Retirement, Financial Advisory, Finance, Fixed Annuities, Long-term Care, Estate Planning, Financial Planners, 401k, Term Life Insurance, Critical Illness, Series 7, Employee Benefits, Pensions, Financial Services, Small Business, Wealth Management, Securities, Series 63, Investment Advisory, Wealth Management..., Personal Finance, Mutual Funds, IRAs, Wealth Accumulation, Income Protection, Financial Planning
Education
Institute of Business Administration
Master of Business Administration (M.B.A.), Marketing
University at Buffalo
Master of Business Administration (M.B.A.), International Finance
Aero Insurance Services / Aero Financial Services January 2013 - Present
Allstate Financial September 2007 - February 2012
Farmers Insurance & Financial Services June 2003 - March 2006
Kemper Insurance June 1989 - March 2002
Insurance and Financial Services Industry 1980 - 1989
Skills
Retirement Planning, Insurance, Retirement, Financial Services, Commercial Insurance, Risk Management, Marketing, Management, Property & Casualty...
Education
University of Iowa 1977 — 1980
Business Administration and Management, General
Iowa State University 1975 — 1977
Dell Perot Systems December 2009 - Present
Perot Systems October 2005 - December 2009
TAG August 2001 - October 2005
Allstate Financial 1984 - 2001
Skills
Insurance, Requirements Analysis, Business Process..., Business Analysis, Requirements Gathering, Process Improvement, Vendor Management, SDLC, Software Project..., Business Process, Risk Management, Program Management, Visio, Software Documentation, Change Management, Business Intelligence, PMP
Education
University of Nebraska-Lincoln 1983 — 1986
BS, Actuarial Science/Business
Midland University 1981 — 1983
Math/Business
JPMorgan August 2007 - November 2008
Allstate Financial September 2006 - August 2007
Stocks, Futures and Options Magazine November 2004 - August 2006
Chicago Night & Day March 2005 - April 2005
Stocks, Futures and Options magazine June 2002 - November 2004
Education
Iowa State University 1996 — 2000
B.S., English, Journalism
CUNA Mutual Group August 2013 - Present
Allstate Financial April 2013 - July 2013
Allstate Financial June 2010 - March 2013
Allstate FInancial January 2007 - June 2010
Allstate Financial March 2006 - January 2007
Allstate Financial March 2005 - March 2006
Allstate Financial March 2004 - March 2005
Allstate Financial January 2002 - March 2004
Education
University of Wisconsin-Madison 2000 — 2001
MS, Actuarial Science
Michigan Technological University 1997 — 2000
BS, Statistics
Bank of America May 2010 - June 2015
Allstate Financial June 2006 - May 2009
Bank of America June 2003 - June 2006
Bank of America August 1997 - June 2003
Merrill Lynch January 1996 - August 1997
Charles Schwab 1987 - 1995
Merrill Lynch July 1979 - March 1987
Skills
Management, Banking, Training, Financial Services, Insurance, Leadership, Process Improvement, Program Management, Training Delivery, Sales, Strategic Planning, Finance, Financial Risk, Retirement Planning, Human Resources, Policy, Business Development, Time Management, Strategy, Risk Management, Change Management, Team Leadership, Portfolio Management, Project Management, Team Building, Business Process..., Budgets, Financial Advisory, Sales Management, Loans, Compliance, Management Consulting, Performance Management, New Business Development, Marketing, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1979
MBA, Finance
Lafayette College 1973 — 1977
BA, History
Florida Health Care Plans April 2013 - Present
Sunrise Systems, Inc. October 2011 - December 2012
Nomura Securities November 2010 - April 2011
Con Edison October 2008 - November 2010
Allstate Financial March 2008 - October 2008
Skills
SSRS, SSIS, Business Intelligence..., Data Migration, Data Warehousing, Data Modeling, Relational Databases, ETL, Analysis Services, T-SQL, Microsoft SQL Server, Business Analysis, Business Intelligence, Databases, SDLC, SQL, Requirements Analysis
Education
Indira Gandhi National Open University 2000 — 2003
MCA, Computers
CVS Caremark Corporation November 2013 - Present
U.S. Cellular February 2010 - November 2013
Allstate 2006 - July 2009
Allstate Financial 2006 - July 2009
Allstate 2002 - 2008
Allstate 2000 - 2002
Allstate 1995 - 2000
Allstate 1993 - 1995
Allstate 1989 - 1993
Skills
Cross-functional Team..., Leadership, Process Improvement, Management, Project Management, Six Sigma, Competitive Analysis, Marketing, Strategy, Strategic Planning, Product Development, Team Building, Product Management, New Business Development, Training, Insurance, Team Management, Vendor Management, Budgets
Education
Keller Graduate School of Management of DeVry University 1995 — 1998
Masters, Business Administration/Marketing
University of Illinois at Urbana-Champaign 1986 — 1988
Speech Communication, Communication, Business/Marketing
Allstate Financial August 2010 - Present
Allstate Financial January 2010 - August 2010
Conroe Independent School District 2002 - 2010
Primerica 2006 - 2009
Primerica 1981 - 2009
Montgomery College 2006 - 2006
Beaumont Independent School District 1976 - 1991
Education
University of Houston 1991 — 1992
12 hrs above M. ED., Education/Certificate in Career Counseling
Lamar University 1968 — 1974
BS, Secondary Education(with Teaching Certificates in Health, Phys. Ed., Driver Ed. and History)
Lamar University
M. ED, Education/Counseling
Optum September 2015 - Present
College of Lake County September 2013 - Present
Walgreens September 2012 - September 2015
Allstate Financial June 2010 - September 2012
CVS Caremark September 2009 - June 2010
AEGON Americas October 2006 - December 2008
Western Illinois University August 2004 - May 2006
Skills
Defined Benefit, Process Improvement, Insurance, Business Analysis, Risk Management, Financial Modeling, Financial Analysis, Actuarial Science, Analytics, Employee Benefits, Access, Economic Capital, Leadership, Analysis, Forecasting, Management, Finance, Data Analysis
Education
Lake Forest Graduate School of Management 2012 — 2015
Master of Business Administration (MBA)
Western Illinois University 2004 — 2006
MS, Mathematics, 3.92/4.0
Western Illinois University 1999 — 2004
Bachelor of Science (B.S.), Mathematics, 3.41/ 4.0
H Group Partners April 2010 - Present
Missionnext 2014 - 2014
Missionnext 2014 - 2014
ACE Tempest Life Re USA August 2007 - February 2010
Old Republic Life Insurance Company April 1998 - September 2005
Osborn Group December 1990 - March 1998
Transamerica Reinsurance, Chicago and Dallas April 1980 - December 1990
Allstate Financial 1976 - 1980
Skills
Start-ups, Management, Insurance, Strategic Planning, New Business Development, Business Development, Business Planning, Fixed Annuities, Program Management, Business Strategy, Mergers & Acquisitions, Strategic Financial..., Reinsurance, Marketing, Disability Insurance, Underwriting, Investments, Sales, Leadership, Pricing, Negotiation, Sales Operations, Executive Management, Risk Management, Small Business, Finance, Strategy
Education
Michigan State University 1964 — 1969
BS, Business Adminstration
American Family Insurance 2011 - Present
Fifht Third Bank 2011 - 2012
ALLSTATE INSURANCE CO August 2009 - February 2011
SunAmerica January 2008 - February 2009
Allstate Financial January 2006 - January 2008
Allstate January 2005 - January 2006
Allstate Financial 2004 - 2005
CAPITAL FUNDING OF AMERICA 2002 - 2004
BORDER, Brinker Restaurant Group January 2001 - January 2002
RED LOBSTER RESTAURANT January 1999 - January 2001
Skills
Insurance adjsuting, Management, Underwriting
Education
Kendall College 1989 — 1993
Management major
saint viator high school 1985 — 1989
Kendall College
Associates Degree, Culinary Arts
Symetra October 2013 - November 2014
Allstate Financial August 2008 - December 2011
Morgan Stanley Investment Management February 1999 - July 2008
Van Kampen Investments February 1999 - July 2008
University of Mississippi Medical Center November 1997 - January 1999
Skills
Manage Client..., Microsoft Office, Cross-functional Team..., Mutual Funds, Relationship Management, Customer Relations, Customer Service, Cross-functional..., Team Leadership, Project Coordination, Project Management, Compliance, Contract Negotiation, Competitive Analysis, Cross-training, Cost Savings Strategies, Communication Skills, Team Problem Solving, Issue Resolution, Contract Management, Employee Recognition, Series 6, Series 63, quick study, Bonds, Market Research, Asset Management, CRM, ETFs, Financial Services, Separately Managed..., Asset Allocation, Marketing, Fixed Annuities, Investments, Management, Communication
Education
Mississippi University for Women 1987 — 1991
B.S., Journalism and Art
Society of Actuaries 2011 - 2011
National Investment Company - Confidential 2010 - 2010
Allstate Financial 2008 - 2009
Allstate Financial 2008 - 2009
HSBC 2003 - 2007
Household International 2000 - 2003
Wunderman Cato Johnson 1998 - 1999
Skills
Strategy/ tactical..., Client/ employee..., Program performance..., Brand positioning/..., Partner relationship..., Program design/..., Channel content..., Communications audit, Market discovery..., C-suite presentation/..., Direct Marketing, Marketing Management, Marketing Communications, Marketing Strategy
Education
Loyola University of Chicago
Bachelor's degree, Business Administration/ Marketing
Allstate September 1984 - Present
Allstate Financial 1984 - Present
Skills
Customer Service, Insurance, Health Insurance, Office Administration, Property & Casualty..., Microsoft Excel, General Insurance, Process Improvement, Outlook, Employee Benefits, Microsoft Office, Training, Call Centers, Risk Management, Access, Life Insurance, Leadership
Education
Katherine Gibbs School
Allstate Financial November 2002 - Present
AXA Advisors July 2000 - November 2002
US Trust Corporation / UST Securities May 1997 - July 2000
Paine Webber July 1995 - May 1997
Olde Discount Corporation March 1993 - July 1995
Education
Michigan State University 1982 — 1988
BA, Liberal Arts, Humanities, Pre-Law
Allstate Financial June 1997 - Present
Malbasa Financial Service 1990 - June 1997
Transamerica January 1979 - January 1990
Skills
Retirement Planning, Long Term Care, Investments, Insurance, Series 6, Annuities, IRA's, Financial Planning, Term Life Insurance, Long-term Care, Fixed Annuities, Life Insurance, Umbrella Insurance, Disability Insurance
Education
Kent State University 1964 — 1969
Bachelor of Arts, Business Administration
Allstate Financial January 1985 - February 2009
Technical Management INC February 1982 - January 1985
Skills
Programming, Cobol, Easytrieve, Testing, Microsoft SQL Server, Analysis, Process Improvement, SQL, SDLC, Insurance, Project Management, Leadership, Requirements Analysis, Business Analysis, COBOL
Education
Institute of Computer Science 1980 — 1981
Associates in Computer Science, Computer Science
Minnesota State University, Moorhead 1972 — 1974
Business
Allstate Financial
Skills
Strategic Financial..., Strategic Planning, Leadership, Business Analysis, Management, Business Development, Financial Analysis, Finance, Risk Management, Insurance, Investments, Analysis, Banking, Portfolio Management, Financial Modeling, Business Planning, Forecasting, Strategy, Executive Management, Financial Services, Corporate Finance, Mutual Funds, Business Process..., Financial Risk, Valuation, Due Diligence, Securities, Asset Allocation
Education
Lake Forest College
BA, Mathematics and Business
North Chicago Community High School
Holy Family Grade School
Valle Homes September 2006 - Present
Allstate Financial 2004 - 2006
Education
Miami University 2000 — 2004
Bachelor of Science in Business, Marketing
Bank of Tokyo-Mitsubishi UFJ April 2012 - Present
ING August 2010 - April 2012
Babson Capital Management March 2008 - August 2010
Allstate Financial November 1995 - September 2003
Bankers Trust Company March 1993 - October 1995
ICMA Retirement Corporation October 1987 - March 1993
Skills
Stable Value, Fixed Income, Capital Markets, Mutual Funds, Investments, Portfolio Management, Asset Managment, Asset Management
Education
Michigan State University - The Eli Broad College of Business 1983 — 1984
MBA, Finance
Temple University - Fox School of Business and Management 1978 — 1982
BBA, Marketing
Holly Hill Chamber Commerce January 2015 - Present
Allstate Gillespie Financial Services February 2014 - November 2014
Allstate- O'Donnell & Associates November 2011 - February 2014
Ormond Agency January 2011 - September 2011
Allstate Financial 2010 - 2010
MetLife February 2003 - December 2009
Prudential Financial Service Rep July 1999 - December 2002
Skills
Building Relationships, Organizing, Self Starter, Sales, Real Estate, Business Development, Property & Casualty..., Long-term Care, Social Networking, Financial Services, Small Business, Umbrella Insurance, Underwriting, Term Life Insurance, Homeowners, Commercial Insurance, Retirement Planning, Insurance, Customer Service, Public Relations, Strategic Planning, Marketing Strategy, Leadership, Social Media, Budgets, Marketing, Team Building, Event Management, Contract Negotiation
Education
Mercer University
BA
Allstate Financial August 2010 - Present
MetLife Resources August 2007 - March 2010
Education
Misericordia University 1994 — 1998
BS, Business Administration
Farmers Insurance August 2014 - Present
Nerium International December 2013 - Present
Sentrix Financial Services 2013 - December 2013
IDP Inc. September 2011 - October 2012
Allstate Financial April 2005 - August 2011
Skills
Small Business, Team Building, Property & Casualty..., Customer Service, Sales Management, Strategic Planning, New Business Development, Insurance, Management, Life Insurance, Banking, Leadership, Loans, Business Planning, Sales
Education
Ithaca College
St. Joseph's University
MBA
HN Precision March 2013 - Present
Mathews Company (Agricultural Equipment) September 2010 - March 2013
Kenall Mfg. March 2004 - September 2010
Allstate Financial October 2002 - June 2004
Knaack Mfg. LLC April 1989 - 2002
Skills
Six Sigma, Continuous Improvement, Team Building, Manufacturing, Process Improvement, MRP, 5S, JIT, Manufacturing Operations, Kaizen, Performance Management, Leadership, Training, Value Stream Mapping, Lean Manufacturing
Education
McHenry County College 2002 — 2004
Associates in Business Management
SCOR Global Life Americas May 2015 - Present
SCOR Global Life Americas March 2013 - May 2015
SCOR Global Life Americas August 2010 - February 2013
Allstate Financial May 2005 - July 2010
CIGNA July 2003 - April 2005
Skills
Actuarial Science, Reinsurance, ALM, Solvency II, Economic Capital, Enterprise Risk...
Education
Marquette University
Bachelor of Science, Accounting
University of Wisconsin-Madison - School of Business
Master of Science, Actuarial Science
Allstate Financial Personal Financial RepresentativeAllstateMay 2006 - Present
Skills
IRAs, Retirement, Term Life Insurance, Retirement Planning, Life Insurance, Disability Insurance, Wealth Accumulation, Insurance Planning, Series 7, Long Term Care, Series 63, Investment Products, Mutual Funds, Commercial Insurance, Small Business, Workers Compensation, Health Insurance, Insurance
Education
John Brown University
University of San Francisco
TIAA-CREF March 2014 - Present
Allstate Financial November 2012 - November 2013
Fidelity Investments March 2010 - January 2011
Fidelity Investments September 2007 - March 2010
Allstate January 2006 - August 2007
Ameriprise Financial Services, Inc. January 1999 - January 2006
Skills
Creative Writing, Sales, Superior Client Service, Marketing
Education
Messiah College
B.A, Business Administration
Allstate Financial 1984 - Present
Larry G.Penny and Associates LLC May 1984 - 2010
Education
Kent State University 1973 — 1977
BA, buisness adm
Allstate Financial
Education
Monmouth College
Bankers Life and Casualty May 2012 - Present
Allstate Financial October 2008 - May 2012
Auto-Owners Insurance January 2007 - October 2008
Skills
Actuarial Science, Financial Modeling, Fixed Annuities, Life Insurance, Reinsurance, Professional Liability, Insurance, Underwriting, Property & Casualty..., Term Life Insurance, General Insurance, Universal Life, Health Insurance, Analysis
Education
Michigan State University 2002 — 2006
Bachelor, Mathematics
Allstate Financial October 2002 - Present
Allstate January 2002 - Present
Allstate Insurance 2002 - 2012
Aon benefits April 2000 - April 2009
Skills
Insurance, Property & Casualty..., Liability, Commercial Insurance, Legal Liability, Disability Insurance, Casualty, Marine Insurance, Professional Liability, Life Insurance, Fixed Annuities, Motorcycle, Accident, Long-term Care, Umbrella Insurance
Education
La Salle University 1982 — 1986
BA, Law
Allstate Financial January 2000 - Present
Life of Georgia August 1995 - January 1997
Skills
Series 6, IRA's, Annuities, Long Term Care, Series 63, Insurance Planning, Wealth Accumulation, Investment Products, Retirement, Mutual Funds, Disability Insurance, Retirement Income..., 401k, Term Life Insurance, Securities, Insurance, IRAs, Fixed Annuities, Variable Annuities, Long Term Care Insurance
Education
Loyola College in Maryland
Towson University
B.S., Psychology
Allstate Financial November 1976 - Present
brookllyn ny July 1972 - November 1976
Education
Long Island University, Brooklyn Campus 1969 — 1971
bachelor of arts, business marketing
Allstate Financial March 1979 - Present
Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Retirement Planning, Disability Insurance, Retirement, Long-term Care, IRAs, Insurance, Mutual Funds, Whole Life, Long Term Care Insurance, Health Insurance
Education
Lewis University
bachelor of arts
Allstate Financial April 2005 - Present
Skills
Series 6, Annuity, IRA's, Annuities, Series 63, LTC, DISABILTY, Life insurance, 401k, 401 K Rollovers, Fixed Annuities, Disability Insurance, Life Insurance, Insurance, Mutual Funds
Education
LIU Brooklyn 1971 — 1975
BS, MArketing
Long Island University, Brooklyn Campus 1971 — 1975
BACHELOR OF SCIENCE, MARKETING
Allstate Financial July 1972 - Present
Allstate Financial July 1972 - Present
Household Finance May 1968 - July 1972
Skills
FINRA, Securities, Mutual Funds, FINRA Series 6, Compliance, Investment Products, Annuity, Series 6, Series 7
Education
Lake Erie College
BS, Political Science
5/3 Insurance Agency March 2009 - Present
Allstate Financial September 2008 - March 2009
Allegiant Funds - National City Bank 2003 - September 2008
Skills
Mutual Funds, Sales, Series 6, Series 63, Series 7
Education
Loyola University of Chicago 1975 — 1980
Marketing
St. Ignatius H.S. Cleveland, OH 1971 — 1975
College Prep
Allstate Financial August 2009 - Present
General Electric March 1989 - Present
Education
Liberty University 1981 — 1981
Marketing
Allstate Financial October 2008 - Present
Sandia View Academy July 2003 - June 2005
Dallas Junior Academy July 2001 - June 2003
Education
Loma Linda University 1990 — 1991
Master of Arts (M.A.), Biology, Animal Behavior
Walla Walla College 1983 — 1985
Biology, Animal Behavior
Loma Linda University 1967 — 1973
Bachelor of Arts (B.A.), Biology, General
Guardian Adjustment Group LLC 2009 - Present
Allstate Financial April 2010 - October 2011
construction 2006 - 2009
Skills
Landscaping, Public Speaking, Sales, Sales Management, Sales Presentations, Horse Training, public adjusting
Education
Mansfield University of Pennsylvania 2002 — 2004
Associate of Arts and Sciences (AAS), Geographic Information Science and Cartography
American Homeschool
Allstate Financial June 2011 - Present
Education
Jackson State University 1982 — 1986
Bachelor of Science (BS), Finance, General, 3.5
Allstate Financial June 2005 - Present
Credit Union of Georgia June 2001 - June 2005
Skills
Liability, Claim, Insurance, Casualty, Property & Casualty...
Education
Kennesaw State University 1999 — 2004
Bachelor of Science (B.S.), Computer Information Systems
Etowah High School 1995 — 1999
CP/AP Diploma
Allstate Financial January 2003 - Present
Education
Medaille College 1999 — 2002
Master of Business Administration (MBA)