American Equity Investment Life Insurance Company
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American Equity Investment Life Insurance Company Employees
Employee
Years
Job
Industry
Jeffrey Fossell Jeffrey Fossell's American Equity Investment Life Insurance Company Experience October 2010 - Present
Job Portfolio Manager American Equity Investment Life Insurance Company
Industry Investment Management
Experience
American Equity Investment Life Insurance Company October 2010 - Present
True Compass Advisors, LLC September 2008 - Present
North American Banking Company 2000 - 2009
Principal Global Investors 1992 - 2008
Accenture 1988 - 1991
Skills
Derivatives, Portfolio Management, Investments, Structured Finance, Private Equity, Risk Management, Securities, Financial Structuring, Business Strategy, Securitization, Asset Managment, Alternative Investments, Fixed Income, Investment Management, Bloomberg, Financial Modeling, Asset Management, Equities, Commodity, Insurance, Hedge Funds, Valuation, Financial Advisory, Private Placements
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, Operations Management
Gustavus Adolphus College 1981 — 1985
BA, Sociology
American Equity Investment Life Insurance Company October 2010 - Present
True Compass Advisors, LLC September 2008 - Present
North American Banking Company 2000 - 2009
Principal Global Investors 1992 - 2008
Accenture 1988 - 1991
Skills
Derivatives, Portfolio Management, Investments, Structured Finance, Private Equity, Risk Management, Securities, Financial Structuring, Business Strategy, Securitization, Asset Managment, Alternative Investments, Fixed Income, Investment Management, Bloomberg, Financial Modeling, Asset Management, Equities, Commodity, Insurance, Hedge Funds, Valuation, Financial Advisory, Private Placements
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, Operations Management
Gustavus Adolphus College 1981 — 1985
BA, Sociology
Ben Schuring Ben Schuring's American Equity Investment Life Insurance Company Experience August 2010 - September 2014
Job Staff Accountant at American Equity Investment Life Insurance Company
Industry Accounting
Experience
Century Casino Inc June 2015 - Present
American Equity Investment Life Insurance Company August 2010 - September 2014
Foundation of Chiropractic Education and Research May 2009 - August 2009
Wells Fargo Home Mortgage January 2007 - September 2008
Skills
Financial Reporting, Financial Analysis, Accounting, Insurance, Financial Accounting, Internal Controls, Access, Microsoft Excel, Outlook, Process Improvement, QuickBooks, Accounts Receivable, General Ledger, Accounts Payable, Account Reconciliation, Journal Entries, Accruals, Sarbanes-Oxley Act, GAAP, Sarbanes-Oxley, Financial Statements, US GAAP, Revenue Recognition, Tax, Year-end Close, Bookkeeping, Peachtree, Tax Preparation, Data Entry, Tax Returns, Finance, Microsoft Office, Microsoft Word, PowerPoint, Teamwork
Education
Central College 2006 — 2010
Bachelor's degree, Accounting
Urbandale High School 2002 — 2006
High School
Century Casino Inc June 2015 - Present
American Equity Investment Life Insurance Company August 2010 - September 2014
Foundation of Chiropractic Education and Research May 2009 - August 2009
Wells Fargo Home Mortgage January 2007 - September 2008
Skills
Financial Reporting, Financial Analysis, Accounting, Insurance, Financial Accounting, Internal Controls, Access, Microsoft Excel, Outlook, Process Improvement, QuickBooks, Accounts Receivable, General Ledger, Accounts Payable, Account Reconciliation, Journal Entries, Accruals, Sarbanes-Oxley Act, GAAP, Sarbanes-Oxley, Financial Statements, US GAAP, Revenue Recognition, Tax, Year-end Close, Bookkeeping, Peachtree, Tax Preparation, Data Entry, Tax Returns, Finance, Microsoft Office, Microsoft Word, PowerPoint, Teamwork
Education
Central College 2006 — 2010
Bachelor's degree, Accounting
Urbandale High School 2002 — 2006
High School
Troy Christensen, JD, MBA, FLMI, AIRC, ARA Troy Christensen, JD, MBA, FLMI, AIRC, ARA's American Equity Investment Life Insurance Company Experience February 2011 - Present
Job AVP Product Development at American Equity
Industry Insurance
Experience
American Equity August 2015 - Present
American Equity Investment Life Insurance Company February 2011 - Present
Brokers Health Insurance Network April 2003 - July 2010
Art Jetter & Company September 2002 - July 2010
Brokers International March 1995 - January 2002
Skills
Insurance, Fixed Annuities, Strategic Planning, Insurance Law, Corporate Law, Brokers, Retirement, Contract Negotiation, Corporate Governance, Financial Regulation, Health Insurance, Long-term Care, Employee Benefits, Life Insurance, Term Life Insurance, Disability Insurance, Medicare, Underwriting, Training, Sales, Estate Planning, Claim, Recruiting, 401k, Universal Life
Education
Drake University 1991 — 1994
MBA
Drake University Law School 1991 — 1994
JD
Buena Vista University 1986 — 1990
BA, Management
Guthrie Center
American Equity August 2015 - Present
American Equity Investment Life Insurance Company February 2011 - Present
Brokers Health Insurance Network April 2003 - July 2010
Art Jetter & Company September 2002 - July 2010
Brokers International March 1995 - January 2002
Skills
Insurance, Fixed Annuities, Strategic Planning, Insurance Law, Corporate Law, Brokers, Retirement, Contract Negotiation, Corporate Governance, Financial Regulation, Health Insurance, Long-term Care, Employee Benefits, Life Insurance, Term Life Insurance, Disability Insurance, Medicare, Underwriting, Training, Sales, Estate Planning, Claim, Recruiting, 401k, Universal Life
Education
Drake University 1991 — 1994
MBA
Drake University Law School 1991 — 1994
JD
Buena Vista University 1986 — 1990
BA, Management
Guthrie Center
Josh Giesemann Josh Giesemann's American Equity Investment Life Insurance Company Experience August 2004 - Present
Job Assistant Vice President at American Equity Investment Life Insurance Company
Industry Insurance
Experience
American Equity Investment Life Insurance Company August 2004 - Present
Wells Fargo Financial Acceptance July 2002 - August 2004
Skills
Credit, Insurance, Underwriting, Mortgage Lending, Life Insurance, Web Conferences, Fixed Annuities
Education
University of Northern Iowa 1997 — 2002
Bachelor of Science, Marketing
Hempstead High School 1993 — 1997
American Equity Investment Life Insurance Company August 2004 - Present
Wells Fargo Financial Acceptance July 2002 - August 2004
Skills
Credit, Insurance, Underwriting, Mortgage Lending, Life Insurance, Web Conferences, Fixed Annuities
Education
University of Northern Iowa 1997 — 2002
Bachelor of Science, Marketing
Hempstead High School 1993 — 1997
Jared Weiss, CSSCS's American Equity Investment Life Insurance Company Experience July 2011 - January 2015
Job President & CEO at Next Phase Financial
Industry Financial Services
Experience
Next Phase Financial July 2015 - Present
The Corporation for Social Security Claiming Strategies January 2015 - Present
American Equity Investment Life Insurance Company July 2011 - January 2015
Unkefer & Associates February 2010 - July 2011
American Retirement Systems August 2009 - February 2010
Weiss-Schoenborn Insurance and Investment Services January 2005 - August 2009
Skills
Fixed Annuities, Retirement, Retirement Planning, Insurance, Life Insurance, Marketing, IRAs, 401k, Sales, Marketing Strategy, New Business Development, Whole Life, Sales Management, Strategic Financial..., Investments, Universal Life, Public Speaking, Business Planning, Brokers, Financial Planners, Social Media, Recruiting, Sales Operations, Product Marketing, Indexed Annuities, Equity Indexed Annuities, Wealth Accumulation, Direct Marketing, Selling, Lead Generation, Annuity Product..., Sales Process, Wholesale, Email Marketing, Advanced Sales Concepts, Index Annuities, Social Media Marketing, Retirement Income..., Guaranteed Lifetime..., Income for Life, Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Estate Preservation, Business..., Strategy and Strategic..., Social Security, Social Security..., Financial Planning, Long-term Care
Education
Northern Arizona University 1998 — 2001
BA, Anthropology
James Cook University 1999 — 2000
Associate of Arts (AA), Anthropology
Next Phase Financial July 2015 - Present
The Corporation for Social Security Claiming Strategies January 2015 - Present
American Equity Investment Life Insurance Company July 2011 - January 2015
Unkefer & Associates February 2010 - July 2011
American Retirement Systems August 2009 - February 2010
Weiss-Schoenborn Insurance and Investment Services January 2005 - August 2009
Skills
Fixed Annuities, Retirement, Retirement Planning, Insurance, Life Insurance, Marketing, IRAs, 401k, Sales, Marketing Strategy, New Business Development, Whole Life, Sales Management, Strategic Financial..., Investments, Universal Life, Public Speaking, Business Planning, Brokers, Financial Planners, Social Media, Recruiting, Sales Operations, Product Marketing, Indexed Annuities, Equity Indexed Annuities, Wealth Accumulation, Direct Marketing, Selling, Lead Generation, Annuity Product..., Sales Process, Wholesale, Email Marketing, Advanced Sales Concepts, Index Annuities, Social Media Marketing, Retirement Income..., Guaranteed Lifetime..., Income for Life, Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Estate Preservation, Business..., Strategy and Strategic..., Social Security, Social Security..., Financial Planning, Long-term Care
Education
Northern Arizona University 1998 — 2001
BA, Anthropology
James Cook University 1999 — 2000
Associate of Arts (AA), Anthropology
Ashleigh L. Rader Ashleigh L. Rader's American Equity Investment Life Insurance Company Experience January 2012 - July 2012
Job Business Development Specialist/Communications Consultant
Industry Public Relations and Communications
Experience
Chocolate University Online November 2014 - Present
Up At Dawn, LLC November 2014 - Present
Group Dynamic October 2014 - Present
WineStyles Tasting Station October 2014 - Present
Cognizant Technology Solutions July 2013 - April 2014
Wells Fargo Home Mortgage January 2013 - July 2013
A-Tec Energy December 2012 - January 2013
Control Installations of Iowa, Inc October 2012 - December 2012
American Equity Investment Life Insurance Company January 2012 - July 2012
Iowa State University Office of Admissions April 2009 - December 2011
Skills
Social Networking, Social Media, German, Customer Service, Editorial, Organization, Microsoft Office, Public Relations
Education
Iowa State University 2007 — 2011
B.A., Communication Studies & German; minor: Speech
Chocolate University Online November 2014 - Present
Up At Dawn, LLC November 2014 - Present
Group Dynamic October 2014 - Present
WineStyles Tasting Station October 2014 - Present
Cognizant Technology Solutions July 2013 - April 2014
Wells Fargo Home Mortgage January 2013 - July 2013
A-Tec Energy December 2012 - January 2013
Control Installations of Iowa, Inc October 2012 - December 2012
American Equity Investment Life Insurance Company January 2012 - July 2012
Iowa State University Office of Admissions April 2009 - December 2011
Skills
Social Networking, Social Media, German, Customer Service, Editorial, Organization, Microsoft Office, Public Relations
Education
Iowa State University 2007 — 2011
B.A., Communication Studies & German; minor: Speech
John R Miller John R Miller's American Equity Investment Life Insurance Company Experience May 2012 - Present
Job Chief Actuary at American Equity Investment Life Insurance Company
Industry Insurance
Experience
American Equity Investment Life Insurance Company May 2012 - Present
Miller & Newberg, Inc April 1994 - March 2012
The Miller Group April 1991 - April 1994
William M Buchanan & Associates August 1980 - April 1991
Education
University of Minnesota-Twin Cities 1976 — 1980
BS, Mathmatics
American Equity Investment Life Insurance Company May 2012 - Present
Miller & Newberg, Inc April 1994 - March 2012
The Miller Group April 1991 - April 1994
William M Buchanan & Associates August 1980 - April 1991
Education
University of Minnesota-Twin Cities 1976 — 1980
BS, Mathmatics
Judith Jewett Judith Jewett's American Equity Investment Life Insurance Company Experience November 1996 - February 2011
Job Partner, Bear Buddies, etc.
Industry Arts and Crafts
Experience
Bear Buddies, etc March 2012 - Present
American Equity Investment Life Insurance Company November 1996 - February 2011
Education
Drake University 1970 — 1971
University of Minnesota, B.S. Lib arts
Drake University
Business Administration and Management, General
Bear Buddies, etc March 2012 - Present
American Equity Investment Life Insurance Company November 1996 - February 2011
Education
Drake University 1970 — 1971
University of Minnesota, B.S. Lib arts
Drake University
Business Administration and Management, General
David Eberle David Eberle's American Equity Investment Life Insurance Company Experience May 2013 - Present
Job American Equity Investment Life Insurrance Company
Industry Commercial Real Estate
Experience
American Equity Investment Life Insurance Company May 2013 - Present
American Equity Investment Life Insurance Company January 2011 - May 2013
Agri-Access June 2010 - January 2011
The Family Credit Union April 2009 - July 2010
Principal Financial Group July 1992 - September 2008
Department of Veteran Affairs June 1991 - July 1992
Skills
Leadership, Loans, Investments, Management, Commercial Real Estate, Credit Analysis, Credit, Portfolio Management, Real Estate, Financial Analysis, Negotiation, Commercial Mortgage..., Insurance, Commercial Lending, Analysis, Commercial Mortgages, Mortgage Lending, Banking, Finance
Education
Grand View College 1988 — 1991
Bachelor of Arts, Business Administration
American Equity Investment Life Insurance Company May 2013 - Present
American Equity Investment Life Insurance Company January 2011 - May 2013
Agri-Access June 2010 - January 2011
The Family Credit Union April 2009 - July 2010
Principal Financial Group July 1992 - September 2008
Department of Veteran Affairs June 1991 - July 1992
Skills
Leadership, Loans, Investments, Management, Commercial Real Estate, Credit Analysis, Credit, Portfolio Management, Real Estate, Financial Analysis, Negotiation, Commercial Mortgage..., Insurance, Commercial Lending, Analysis, Commercial Mortgages, Mortgage Lending, Banking, Finance
Education
Grand View College 1988 — 1991
Bachelor of Arts, Business Administration
Jeff Roberts, PMP Jeff Roberts, PMP's American Equity Investment Life Insurance Company Experience December 1999 - December 2006
Job WW IT Project Manager at Kemin Industries
Industry Information Technology and Services
Experience
Kemin Industries May 2013 - Present
Kemin Industries December 2006 - May 2013
American Equity Investment Life Insurance Company December 1999 - December 2006
AmerUs Group May 1999 - September 1999
AmerUs Group May 1997 - May 1999
Skills
SQL, Troubleshooting, Business Analysis, Software Project..., IT Asset Management, Data Backup Solutions, HR Software, iCIMS, Hyperion Interactive..., Oracle Reports, Windows 2000, SDLC, Active Directory, Visio
Education
Iowa State University - College of Business 1994 — 1999
BS, Management Information Systems
Kemin Industries May 2013 - Present
Kemin Industries December 2006 - May 2013
American Equity Investment Life Insurance Company December 1999 - December 2006
AmerUs Group May 1999 - September 1999
AmerUs Group May 1997 - May 1999
Skills
SQL, Troubleshooting, Business Analysis, Software Project..., IT Asset Management, Data Backup Solutions, HR Software, iCIMS, Hyperion Interactive..., Oracle Reports, Windows 2000, SDLC, Active Directory, Visio
Education
Iowa State University - College of Business 1994 — 1999
BS, Management Information Systems
Larry Brandmeyer Larry Brandmeyer's American Equity Investment Life Insurance Company Experience July 2011 - July 2012
Job Associate Vice President, Application Development Center at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance September 2013 - Present
Nationwide Insurance 2012 - September 2013
American Equity Investment Life Insurance Company July 2011 - July 2012
Nationwide Insurance January 2008 - July 2011
Nationwide Insurance February 2006 - December 2007
Advanced Network Technologies April 2004 - January 2006
Bankers Trust February 2000 - June 2005
Bankers Trust August 1997 - February 2000
Skills
Strategic Planning, Contract Negotiations, Software Lifecycle..., Executive Management, Enterprise Risk..., Process Development, Strategy, Leadership, Management, Contract Negotiation, Process Simulation, Software Development, Enterprise Software, Process Improvement, Outsourcing, Contact Center..., Development Centers, Vendor Management, ITIL, SDLC, Marketing Strategy, Integration, Budgets, Business Strategy, Program Management, IEX Total View, PMO, Business Analysis, Collaborative Problem..., Agile Methodologies, Testing, Enterprise Architecture, Project Management, Software Documentation, Product Development, Contact Center..., Business Planning, Project Portfolio..., Contact Center Strategy, Security, Intelligent Call Routing, ITIL Process..., New Business Development, Quality Assurance, Genesys Framework, Call Centers, Human Resources, Change Management, Avaya
Education
Cedarville University 1992 — 1996
Bachelor of Arts (BA), Management Information Systems and Human Resource Management
Nationwide Insurance September 2013 - Present
Nationwide Insurance 2012 - September 2013
American Equity Investment Life Insurance Company July 2011 - July 2012
Nationwide Insurance January 2008 - July 2011
Nationwide Insurance February 2006 - December 2007
Advanced Network Technologies April 2004 - January 2006
Bankers Trust February 2000 - June 2005
Bankers Trust August 1997 - February 2000
Skills
Strategic Planning, Contract Negotiations, Software Lifecycle..., Executive Management, Enterprise Risk..., Process Development, Strategy, Leadership, Management, Contract Negotiation, Process Simulation, Software Development, Enterprise Software, Process Improvement, Outsourcing, Contact Center..., Development Centers, Vendor Management, ITIL, SDLC, Marketing Strategy, Integration, Budgets, Business Strategy, Program Management, IEX Total View, PMO, Business Analysis, Collaborative Problem..., Agile Methodologies, Testing, Enterprise Architecture, Project Management, Software Documentation, Product Development, Contact Center..., Business Planning, Project Portfolio..., Contact Center Strategy, Security, Intelligent Call Routing, ITIL Process..., New Business Development, Quality Assurance, Genesys Framework, Call Centers, Human Resources, Change Management, Avaya
Education
Cedarville University 1992 — 1996
Bachelor of Arts (BA), Management Information Systems and Human Resource Management
Dan Paine Dan Paine's American Equity Investment Life Insurance Company Experience October 2001 - April 2006
Job Independent Technology Management/Project Consultant
Industry Computer Software
Experience
Independent Project Consultant / Software Developer October 2010 - Present
Paine Development Group, LLC January 2009 - Present
Intoxalock October 2010 - January 2015
Precision Development, Inc. April 2006 - October 2010
American Equity Investment Life Insurance Company October 2001 - April 2006
Irish Life of North America May 1999 - October 2001
Skills
Microsoft SQL Server, Business Analysis, SDLC, VB.NET, HTML, SQL, Project Management, Visio, Databases, XML, Enterprise Architecture, Access, Process Improvement, CSS, Software Development, .NET, T-SQL, Software Project..., Requirements Analysis, Business Intelligence
Education
University of Phoenix 2004 — 2006
Master of Business Administration/Technology Management
Upper Iowa University 2000 — 2003
BS Finance
Des Moines Area Community College 1997 — 1999
AAS Computer Programming
Valley High School 1992 — 1996
Independent Project Consultant / Software Developer October 2010 - Present
Paine Development Group, LLC January 2009 - Present
Intoxalock October 2010 - January 2015
Precision Development, Inc. April 2006 - October 2010
American Equity Investment Life Insurance Company October 2001 - April 2006
Irish Life of North America May 1999 - October 2001
Skills
Microsoft SQL Server, Business Analysis, SDLC, VB.NET, HTML, SQL, Project Management, Visio, Databases, XML, Enterprise Architecture, Access, Process Improvement, CSS, Software Development, .NET, T-SQL, Software Project..., Requirements Analysis, Business Intelligence
Education
University of Phoenix 2004 — 2006
Master of Business Administration/Technology Management
Upper Iowa University 2000 — 2003
BS Finance
Des Moines Area Community College 1997 — 1999
AAS Computer Programming
Valley High School 1992 — 1996
Korley Westvold's American Equity Investment Life Insurance Company Experience September 2008 - January 2014
Job Senior Compliance Analyst
Industry Insurance
Experience
Fidelity & Guaranty Life Insurance Co. January 2014 - Present
American Equity Investment Life Insurance Company September 2008 - January 2014
The Children's Place at Farm Bureau May 2007 - September 2008
Wells Fargo June 2006 - May 2007
Skills
Attention To Detail, Tenacious, Hard Worker, Fixed Annuities, Insurance, Life Insurance, Retirement, Loans, Financial Risk, Credit, Banking, Retirement Planning, Investments, Risk Management, Credit Analysis, Employee Benefits, Strategic Financial..., Series 7, FINRA
Education
Iowa State University 2003 — 2006
Bachelor's of Science, Psychology, 3.2
Fidelity & Guaranty Life Insurance Co. January 2014 - Present
American Equity Investment Life Insurance Company September 2008 - January 2014
The Children's Place at Farm Bureau May 2007 - September 2008
Wells Fargo June 2006 - May 2007
Skills
Attention To Detail, Tenacious, Hard Worker, Fixed Annuities, Insurance, Life Insurance, Retirement, Loans, Financial Risk, Credit, Banking, Retirement Planning, Investments, Risk Management, Credit Analysis, Employee Benefits, Strategic Financial..., Series 7, FINRA
Education
Iowa State University 2003 — 2006
Bachelor's of Science, Psychology, 3.2
Heather Gierstorf Heather Gierstorf's American Equity Investment Life Insurance Company Experience February 2011 - February 2013
Job Assistant Vice President Communications American Equity Investment Life Insurance Company
Industry Insurance
Experience
American Equity February 2013 - Present
American Equity Investment Life Insurance Company February 2011 - February 2013
Education
Iowa State University 1997 — 2000
Bachelor of Science (BS), Marketing
Drake University 1996 — 1997
Marketing
American Equity February 2013 - Present
American Equity Investment Life Insurance Company February 2011 - February 2013
Education
Iowa State University 1997 — 2000
Bachelor of Science (BS), Marketing
Drake University 1996 — 1997
Marketing
James Kane, AAPA, CRPC James Kane, AAPA, CRPC's American Equity Investment Life Insurance Company Experience September 2001 - April 2005
Job Internal Wholesaler at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions December 2011 - Present
Principal Financial Group December 2007 - December 2011
Iowa Bankers Insurance and Services April 2007 - November 2007
Bank of the West April 2005 - April 2007
American Equity Investment Life Insurance Company September 2001 - April 2005
Hawkeye Brokerage Center September 2000 - September 2001
Delta Life and Annuity April 1998 - September 2000
Skills
Retirement, Life & Health Insurance..., Series 6, Series 63, CRPC, AAPA, Institutional Sales, Annuity Sales, Banking, Internal Wholesaler, Marketing Support, Coaching, Sales, Securities, 401k, New Business Development, Mutual Funds, Employee Benefits, Life Insurance
Education
University of Northern Iowa 1993 — 1997
BA, Finance
Emmetsburg High School 1989 — 1993
Sammons Retirement Solutions December 2011 - Present
Principal Financial Group December 2007 - December 2011
Iowa Bankers Insurance and Services April 2007 - November 2007
Bank of the West April 2005 - April 2007
American Equity Investment Life Insurance Company September 2001 - April 2005
Hawkeye Brokerage Center September 2000 - September 2001
Delta Life and Annuity April 1998 - September 2000
Skills
Retirement, Life & Health Insurance..., Series 6, Series 63, CRPC, AAPA, Institutional Sales, Annuity Sales, Banking, Internal Wholesaler, Marketing Support, Coaching, Sales, Securities, 401k, New Business Development, Mutual Funds, Employee Benefits, Life Insurance
Education
University of Northern Iowa 1993 — 1997
BA, Finance
Emmetsburg High School 1989 — 1993
Darrell Klooster Darrell Klooster's American Equity Investment Life Insurance Company Experience August 2013 - Present
Job Senior Loan Administrator Commercial Mortgage
Industry Financial Services
Experience
American Equity Investment Life Insurance Company August 2013 - Present
Agri-Access, division of AgStar Financial, Inc. January 2011 - August 2013
American Abstract and Title Companny April 2009 - January 2011
Principal Financial Group September 2005 - December 2008
Principal Financial Group April 1997 - September 2005
Principal Financial Group September 1988 - April 1997
Skills
Real Estate, Analysis, Management, Negotiation, Research, Financial Analysis, Investments, Asset Managment, Portfolio Management, Underwriting, Leadership, Loans, Marketing, Valuation, Accounting, Asset Management, Finance, Mortgage Lending, Commercial Real Estate
Education
Minnesota State University, Mankato 1981 — 1985
BS, Business Administration
American Equity Investment Life Insurance Company August 2013 - Present
Agri-Access, division of AgStar Financial, Inc. January 2011 - August 2013
American Abstract and Title Companny April 2009 - January 2011
Principal Financial Group September 2005 - December 2008
Principal Financial Group April 1997 - September 2005
Principal Financial Group September 1988 - April 1997
Skills
Real Estate, Analysis, Management, Negotiation, Research, Financial Analysis, Investments, Asset Managment, Portfolio Management, Underwriting, Leadership, Loans, Marketing, Valuation, Accounting, Asset Management, Finance, Mortgage Lending, Commercial Real Estate
Education
Minnesota State University, Mankato 1981 — 1985
BS, Business Administration
Cynthia Banks-Radke's American Equity Investment Life Insurance Company Experience April 2006 - Present
Job Attorney at American Equity Investment Life Insurance Company
Industry Insurance
Experience
American Equity Investment Life Insurance Company April 2006 - Present
American Equity Investment Life Insurance Company February 2005 - April 2006
Drake University January 2005 - May 2005
Drake University August 2004 - January 2005
Fiedler, Townsend, & Newkirk, P.L.C. March 2004 - August 2004
Wiggins & Anderson 1992 - 2003
Skills
Fixed Annuities, Indexed Annuities, Litigation Support, Insurance, Legal Research, Legal Advice, Legal Writing, Corporate Law, Legal Issues, Legal Documents
Education
Drake University Law School 2003 — 2006
Doctor of Law (J.D.)
Graceland University 1997 — 2000
Bachelor of Arts (B.A.), Criminal Justice and Corrections
AIB College of Business 1991 — 1994
Associate of Business, Legal Specialist
Indian Hills Community College 1989 — 1991
Associate of Arts (A.A.)
American Equity Investment Life Insurance Company April 2006 - Present
American Equity Investment Life Insurance Company February 2005 - April 2006
Drake University January 2005 - May 2005
Drake University August 2004 - January 2005
Fiedler, Townsend, & Newkirk, P.L.C. March 2004 - August 2004
Wiggins & Anderson 1992 - 2003
Skills
Fixed Annuities, Indexed Annuities, Litigation Support, Insurance, Legal Research, Legal Advice, Legal Writing, Corporate Law, Legal Issues, Legal Documents
Education
Drake University Law School 2003 — 2006
Doctor of Law (J.D.)
Graceland University 1997 — 2000
Bachelor of Arts (B.A.), Criminal Justice and Corrections
AIB College of Business 1991 — 1994
Associate of Business, Legal Specialist
Indian Hills Community College 1989 — 1991
Associate of Arts (A.A.)
Kevin Pevestorf Kevin Pevestorf's American Equity Investment Life Insurance Company Experience October 2004 - May 2005
Job Operations Manager
Industry Financial Services
Experience
Mercer November 2010 - Present
Mercer November 2010 - Present
Marsh November 2010 - May 2014
DEWAAY FINANCIAL NETWORK February 2010 - August 2010
GROUP BENEFITS, LTD May 2007 - February 2010
Billion Dollar Mentoring June 2005 - May 2007
Billion Dollar Mentoring June 2005 - May 2007
GREMLER FINANCIAL GROUP/BILLION DOLLAR MENTORING June 2005 - May 2007
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY October 2004 - May 2005
American Equity June 2001 - October 2004
Skills
Recruiting, Employee Benefits, Fixed Annuities, Term Life Insurance, Insurance, Health Insurance, Life Insurance, Disability Insurance, Marketing, Training, Retirement Planning, Retirement, Sales, Brokers, Leadership, Coaching, Customer Service, Call Centers, Small Business, Property & Casualty..., General Insurance, Underwriting, 401k, Financial Services, Medicare
Education
Drake University 1996 — 1997
Masters, Business Management; Leadership and Adult Development
South Dakota State University 1983 — 1988
Bachelors of Science Degree, Science Education
Mercer November 2010 - Present
Mercer November 2010 - Present
Marsh November 2010 - May 2014
DEWAAY FINANCIAL NETWORK February 2010 - August 2010
GROUP BENEFITS, LTD May 2007 - February 2010
Billion Dollar Mentoring June 2005 - May 2007
Billion Dollar Mentoring June 2005 - May 2007
GREMLER FINANCIAL GROUP/BILLION DOLLAR MENTORING June 2005 - May 2007
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY October 2004 - May 2005
American Equity June 2001 - October 2004
Skills
Recruiting, Employee Benefits, Fixed Annuities, Term Life Insurance, Insurance, Health Insurance, Life Insurance, Disability Insurance, Marketing, Training, Retirement Planning, Retirement, Sales, Brokers, Leadership, Coaching, Customer Service, Call Centers, Small Business, Property & Casualty..., General Insurance, Underwriting, 401k, Financial Services, Medicare
Education
Drake University 1996 — 1997
Masters, Business Management; Leadership and Adult Development
South Dakota State University 1983 — 1988
Bachelors of Science Degree, Science Education
Brian L. Machan, CFA Brian L. Machan, CFA's American Equity Investment Life Insurance Company Experience October 2013 - Present
Job Corporate Bond Portfolio Manager at American Equity
Industry Investment Management
Experience
American Equity Investment Life Insurance Company October 2013 - Present
Aviva Investors March 2008 - October 2013
Aviva Investors August 1999 - March 2008
Aviva Investors June 1997 - August 1999
Skills
Investment Grade..., Fixed Income, Investment Management, Portfolio Management, Asset Management, Asset Allocation, Relative Value Trading, Valuation, Credit Analysis, Investment Strategies, Mutual Funds, Risk Budgeting, Investments, Bloomberg, BlackRock Aladdin, Charles River IMS, Barclays Point, Chartered Financial..., Equity Valuation, Bonds, Credit, Fixed Income Analysis
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance/Investments Concentration
Iowa State University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance and Economics
American Equity Investment Life Insurance Company October 2013 - Present
Aviva Investors March 2008 - October 2013
Aviva Investors August 1999 - March 2008
Aviva Investors June 1997 - August 1999
Skills
Investment Grade..., Fixed Income, Investment Management, Portfolio Management, Asset Management, Asset Allocation, Relative Value Trading, Valuation, Credit Analysis, Investment Strategies, Mutual Funds, Risk Budgeting, Investments, Bloomberg, BlackRock Aladdin, Charles River IMS, Barclays Point, Chartered Financial..., Equity Valuation, Bonds, Credit, Fixed Income Analysis
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance/Investments Concentration
Iowa State University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance and Economics
Jennifer Gerritsen Jennifer Gerritsen's American Equity Investment Life Insurance Company Experience July 2009 - June 2010
Job Independent Insurance Agent
Industry Insurance
Experience
Insure My Life Right, LLC June 2013 - Present
M Weisel & Associates, Inc September 2010 - June 2013
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY July 2009 - June 2010
Mountain America Credit Union July 2008 - August 2009
TAB Bank November 1999 - September 2006
National Fitness Financial Systems November 1997 - November 1999
Science Applications International Corporation, October 1996 - November 1997
Education
Brigham Young University - Idaho 1991 — 1993
Associates
Insure My Life Right, LLC June 2013 - Present
M Weisel & Associates, Inc September 2010 - June 2013
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY July 2009 - June 2010
Mountain America Credit Union July 2008 - August 2009
TAB Bank November 1999 - September 2006
National Fitness Financial Systems November 1997 - November 1999
Science Applications International Corporation, October 1996 - November 1997
Education
Brigham Young University - Idaho 1991 — 1993
Associates
Adam Stringer Adam Stringer's American Equity Investment Life Insurance Company Experience March 2013 - Present
Job Business Analyst at American Equity Investment Life Insurance Company
Industry Insurance
Experience
American Equity Investment Life Insurance Company March 2013 - Present
American Equity Investment Life Insurance Company September 2007 - March 2013
Skills
Retirement Planning, Retirement, 401k, Customer Service, Sales, Term Life Insurance, Life Insurance, Fixed Annuities
Education
Iowa Wesleyan College 2002 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
American Equity Investment Life Insurance Company March 2013 - Present
American Equity Investment Life Insurance Company September 2007 - March 2013
Skills
Retirement Planning, Retirement, 401k, Customer Service, Sales, Term Life Insurance, Life Insurance, Fixed Annuities
Education
Iowa Wesleyan College 2002 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Emily Albers Emily Albers's American Equity Investment Life Insurance Company Experience March 2012 - Present
Job Administrative Assistant at American Equity Investment Life Insurance Company
Industry Insurance
Experience
American Equity Investment Life Insurance Company March 2012 - Present
Iowa State University August 2011 - March 2012
Skills
Customer Service, Microsoft Word, Insurance, Microsoft Excel, Microsoft Office, Budgets, Public Speaking
Education
Iowa State University 2007 — 2011
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
American Equity Investment Life Insurance Company March 2012 - Present
Iowa State University August 2011 - March 2012
Skills
Customer Service, Microsoft Word, Insurance, Microsoft Excel, Microsoft Office, Budgets, Public Speaking
Education
Iowa State University 2007 — 2011
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Karen Gaudineer Karen Gaudineer's American Equity Investment Life Insurance Company Experience January 2012 - Present
Job PartTime Servicing Assistant at American Equity Investment Life Insurance Company
Industry Commercial Real Estate
Experience
American Equity Investment Life Insurance Company January 2012 - Present
Principal Financial Group May 1985 - February 2000
Skills
Customer Service, Sales, Insurance, Management, Marketing, Strategic Planning, Leadership, New Business Development, Microsoft Office, Training
Education
Des Moines Area Community College 1988 — 1990
Bachelor's degree, Business Administration and Management, General
American Equity Investment Life Insurance Company January 2012 - Present
Principal Financial Group May 1985 - February 2000
Skills
Customer Service, Sales, Insurance, Management, Marketing, Strategic Planning, Leadership, New Business Development, Microsoft Office, Training
Education
Des Moines Area Community College 1988 — 1990
Bachelor's degree, Business Administration and Management, General
Billie Bush-Gerjets's American Equity Investment Life Insurance Company Experience 2000 - 2005
Job Licensing Specialist at HyVee
Industry Insurance
Experience
Hy-Vee October 2010 - Present
Nationwide Insurance October 2009 - October 2010
Mills-Shellhammer-Puetz & Assoc May 2008 - July 2009
American Equity Investment Life Insurance Company 2000 - 2005
Skills
Customer Service, Sales, Health Insurance, Life Insurance, Microsoft Word, Account Management, Training, Social Media, Strategic Planning, Retirement
Education
University of Northern Iowa 1993 — 1997
Bachelor’s Degree, Finance, General
Hy-Vee October 2010 - Present
Nationwide Insurance October 2009 - October 2010
Mills-Shellhammer-Puetz & Assoc May 2008 - July 2009
American Equity Investment Life Insurance Company 2000 - 2005
Skills
Customer Service, Sales, Health Insurance, Life Insurance, Microsoft Word, Account Management, Training, Social Media, Strategic Planning, Retirement
Education
University of Northern Iowa 1993 — 1997
Bachelor’s Degree, Finance, General
Chad Hade's American Equity Investment Life Insurance Company Experience August 2012 - April 2015
Job Finance Director Asset Management at LCS
Industry Hospital & Health Care
Experience
LCS April 2015 - Present
American Equity Investment Life Insurance Company August 2012 - April 2015
First American Bank November 2011 - August 2012
First American Bank July 2009 - November 2011
Principal Global Investors February 2008 - May 2009
Principal Global Investors January 2005 - February 2008
Principal Global Investors June 1999 - January 2005
Skills
Loans, Credit Analysis, Portfolio Management, Underwriting, Asset Managment, Financial Analysis, Real Estate Economics, Credit, Commercial Lending, Commercial Mortgages, Real Estate, Valuation, Banking, Due Diligence, Finance, Commercial Real Estate, Asset Management, Financial Risk, Capital Markets
Education
University of Northern Iowa 1997 — 1999
Master of Business Administration (M.B.A.), Finance
University of Northern Iowa 1993 — 1997
Bachelor of Arts (B.A.), Physics
LCS April 2015 - Present
American Equity Investment Life Insurance Company August 2012 - April 2015
First American Bank November 2011 - August 2012
First American Bank July 2009 - November 2011
Principal Global Investors February 2008 - May 2009
Principal Global Investors January 2005 - February 2008
Principal Global Investors June 1999 - January 2005
Skills
Loans, Credit Analysis, Portfolio Management, Underwriting, Asset Managment, Financial Analysis, Real Estate Economics, Credit, Commercial Lending, Commercial Mortgages, Real Estate, Valuation, Banking, Due Diligence, Finance, Commercial Real Estate, Asset Management, Financial Risk, Capital Markets
Education
University of Northern Iowa 1997 — 1999
Master of Business Administration (M.B.A.), Finance
University of Northern Iowa 1993 — 1997
Bachelor of Arts (B.A.), Physics
Sarah Dorr's American Equity Investment Life Insurance Company Experience November 2013 - April 2015
Job Director of Debt Placement at LCS
Industry Real Estate
Experience
LCS April 2015 - Present
American Equity Investment Life Insurance Company November 2013 - April 2015
AEGON USA Realty Advisors, LLC June 2000 - November 2013
Aegon USA Realty Advisors, LLC January 1999 - August 1999
Skills
Real Estate, Commercial Real Estate, Real Estate Economics, Valuation, Underwriting, Asset Management, Financial Analysis, Investments, Due Diligence, Portfolio Management, Mortgage Lending
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2005
M.B.A.
University of Northern Iowa 1996 — 2000
B.A., Finance - Real Estate
LCS April 2015 - Present
American Equity Investment Life Insurance Company November 2013 - April 2015
AEGON USA Realty Advisors, LLC June 2000 - November 2013
Aegon USA Realty Advisors, LLC January 1999 - August 1999
Skills
Real Estate, Commercial Real Estate, Real Estate Economics, Valuation, Underwriting, Asset Management, Financial Analysis, Investments, Due Diligence, Portfolio Management, Mortgage Lending
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2005
M.B.A.
University of Northern Iowa 1996 — 2000
B.A., Finance - Real Estate
Kathleen A Knudson's American Equity Investment Life Insurance Company Experience June 2011 - November 2014
Job Experienced commercial real estate professional who helps firms with CRE investments/leadership/portfolio management.
Industry Commercial Real Estate
Experience
American Equity Investment Life Insurance Company June 2011 - November 2014
Nationwide Life insurance Co. March 2000 - June 2011
Allstate Life Insurance Company January 1999 - March 2000
AMRESCO March 1998 - December 1998
Equitable Life Insurance Company of Iowa June 1990 - December 1997
Skills
Real Estate, Due Diligence, Investments, Financial Analysis, Dispositions, Real Estate Finance, Real Estate Investment, Commercial Mortgages, Real Estate Economics, Disposition, Valuation, Commercial Real Estate, Asset Management, Investment Properties, Mortgage Lending, Underwriting, Brokerage, Negotiation, Securitization, Loans, Portfolio Management, Credit Analysis, Leases, Financial Modeling, Finance, Real Estate Financing, Real Estate Development, Credit, Commercial Lending, Loan Origination, Real Estate Transactions, Property Management, Financial Structuring, Corporate Real Estate, Structured Finance, Location Intelligence, Appraisals, Acquisitions, Management, Leadership, CMBS
Education
Loyola University of Chicago - Graduate School of Business 1988 — 1990
Masters, Finance
Elmhurst College 1984 — 1987
BS/BA, Business
American Equity Investment Life Insurance Company June 2011 - November 2014
Nationwide Life insurance Co. March 2000 - June 2011
Allstate Life Insurance Company January 1999 - March 2000
AMRESCO March 1998 - December 1998
Equitable Life Insurance Company of Iowa June 1990 - December 1997
Skills
Real Estate, Due Diligence, Investments, Financial Analysis, Dispositions, Real Estate Finance, Real Estate Investment, Commercial Mortgages, Real Estate Economics, Disposition, Valuation, Commercial Real Estate, Asset Management, Investment Properties, Mortgage Lending, Underwriting, Brokerage, Negotiation, Securitization, Loans, Portfolio Management, Credit Analysis, Leases, Financial Modeling, Finance, Real Estate Financing, Real Estate Development, Credit, Commercial Lending, Loan Origination, Real Estate Transactions, Property Management, Financial Structuring, Corporate Real Estate, Structured Finance, Location Intelligence, Appraisals, Acquisitions, Management, Leadership, CMBS
Education
Loyola University of Chicago - Graduate School of Business 1988 — 1990
Masters, Finance
Elmhurst College 1984 — 1987
BS/BA, Business
Angela Daleske, AAPA's American Equity Investment Life Insurance Company Experience June 2012 - Present
Job Training Coordinator Suitability at American Equity
Industry Insurance
Experience
American Equity Investment Life Insurance Company June 2012 - Present
EquiTrust Life - Guggenheim January 2012 - June 2012
EquiTrust Life Insurance 2006 - December 2011
ING August 2000 - May 2004
Skills
Life Insurance, Insurance, Fixed Annuities, Management, Term Life Insurance, Customer Service, Disability Insurance, Employee Benefits, Health Insurance, Retirement Planning, Retirement, Underwriting
Education
Mercy School of EMS 1999 — 2000
EMT B, Emergency Medical Technology/Technician (EMT Paramedic)
Des Moines Area Community College 1998 — 2000
American Equity Investment Life Insurance Company June 2012 - Present
EquiTrust Life - Guggenheim January 2012 - June 2012
EquiTrust Life Insurance 2006 - December 2011
ING August 2000 - May 2004
Skills
Life Insurance, Insurance, Fixed Annuities, Management, Term Life Insurance, Customer Service, Disability Insurance, Employee Benefits, Health Insurance, Retirement Planning, Retirement, Underwriting
Education
Mercy School of EMS 1999 — 2000
EMT B, Emergency Medical Technology/Technician (EMT Paramedic)
Des Moines Area Community College 1998 — 2000
Jeff Varisco's American Equity Investment Life Insurance Company Experience May 2012 - Present
Job Vice President, Insurance Services at American Equity Investment Life Insurance Company
Industry Insurance
Experience
American Equity Investment Life Insurance Company May 2012 - Present
American Equity Investment Life Insurance Company June 2011 - May 2012
Custom Financial Strategies July 2009 - May 2011
Wellmark Blue Cross Blue Shield November 2006 - July 2009
EMC National Life Company January 1997 - June 2006
Skills
Leading and Motivating, Creating Vision and..., Versatile and Adaptable, Strategic Planning, Resource Management, Building Relationships, Corporate Development
Education
Drake University 2006 — 2010
MFM, Masters of Financial Management, 3.83
Drake University 1993 — 1996
MBA, Business, 3.6
American Equity Investment Life Insurance Company May 2012 - Present
American Equity Investment Life Insurance Company June 2011 - May 2012
Custom Financial Strategies July 2009 - May 2011
Wellmark Blue Cross Blue Shield November 2006 - July 2009
EMC National Life Company January 1997 - June 2006
Skills
Leading and Motivating, Creating Vision and..., Versatile and Adaptable, Strategic Planning, Resource Management, Building Relationships, Corporate Development
Education
Drake University 2006 — 2010
MFM, Masters of Financial Management, 3.83
Drake University 1993 — 1996
MBA, Business, 3.6
Scott A. Combs's American Equity Investment Life Insurance Company Experience January 2011 - November 2011
Job Consumer Loan Underwriter 4 at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2015 - Present
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo Home Mortgage December 2011 - January 2013
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY January 2011 - November 2011
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY October 2008 - January 2011
Robert Half-RHI-OfficeTeam November 2009 - May 2010
THE PALMER GROUP March 2009 - May 2009
Wells Fargo Financial July 2008 - September 2008
Goodwin Tucker Group January 2008 - June 2008
Wells Fargo Home Mortgage March 2007 - January 2008
Skills
Fixed Annuities, Mortgage Underwriting, Automotive Aftermarket, Windows Networking, Home Equity, Insurance, Equities, Mortgage, Loans, Policy, Compliance, Credit, Underwriting, Mortgage Lending, Microsoft Office, Excel, PowerPoint, Word, Outlook, Coaching, Negotiation, Team Building, Risk Management, Risk, Due Diligence, Real Estate, Teamwork, Operations Management, New Business Development, Sales Management, Account Management, Financial Analysis, Fundraising, Mentoring, Team Leadership, Banking, Mortgage Banking, Loss Mitigation
Education
Hamilton College 2000 — 2002
Associate of Applied Science, Computer Information Systems
William Penn University 1997 — 1999
Bachelor of Arts Degree, Business Finance
American Institute of Business 1992 — 1997
Associate of Science Degree, Business Management
Martensdale H.S. 1978 — 1990
Diploma, General
Wells Fargo January 2015 - Present
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo Home Mortgage December 2011 - January 2013
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY January 2011 - November 2011
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY October 2008 - January 2011
Robert Half-RHI-OfficeTeam November 2009 - May 2010
THE PALMER GROUP March 2009 - May 2009
Wells Fargo Financial July 2008 - September 2008
Goodwin Tucker Group January 2008 - June 2008
Wells Fargo Home Mortgage March 2007 - January 2008
Skills
Fixed Annuities, Mortgage Underwriting, Automotive Aftermarket, Windows Networking, Home Equity, Insurance, Equities, Mortgage, Loans, Policy, Compliance, Credit, Underwriting, Mortgage Lending, Microsoft Office, Excel, PowerPoint, Word, Outlook, Coaching, Negotiation, Team Building, Risk Management, Risk, Due Diligence, Real Estate, Teamwork, Operations Management, New Business Development, Sales Management, Account Management, Financial Analysis, Fundraising, Mentoring, Team Leadership, Banking, Mortgage Banking, Loss Mitigation
Education
Hamilton College 2000 — 2002
Associate of Applied Science, Computer Information Systems
William Penn University 1997 — 1999
Bachelor of Arts Degree, Business Finance
American Institute of Business 1992 — 1997
Associate of Science Degree, Business Management
Martensdale H.S. 1978 — 1990
Diploma, General
Kelly Edmister's American Equity Investment Life Insurance Company Experience September 2006 - September 2010
Job Chief Administrative Officer at Iowa Public Radio
Industry Broadcast Media
Experience
Iowa Public Radio September 2010 - Present
American Equity Investment Life Insurance Company September 2006 - September 2010
AmerUs Group August 2004 - September 2006
Skills
Strategic Financial..., Underwriting, Accounting, Budgets, Financial Analysis, Microsoft Excel, Insurance, Internal Controls, Risk Management, Investments, New Business Development, Strategic Planning, Financial Modeling, Analysis
Education
Rockhurst University 1991 — 1993
Master of Business Administration (M.B.A.), Finance
Fort Hays State University 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Iowa Public Radio September 2010 - Present
American Equity Investment Life Insurance Company September 2006 - September 2010
AmerUs Group August 2004 - September 2006
Skills
Strategic Financial..., Underwriting, Accounting, Budgets, Financial Analysis, Microsoft Excel, Insurance, Internal Controls, Risk Management, Investments, New Business Development, Strategic Planning, Financial Modeling, Analysis
Education
Rockhurst University 1991 — 1993
Master of Business Administration (M.B.A.), Finance
Fort Hays State University 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Cathi Polzin's American Equity Investment Life Insurance Company Experience January 1999 - January 2012
Job Loan Document Specialist at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Home Mortgage May 2012 - July 2013
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY January 1999 - January 2012
ON WITH LIFE, INC January 1996 - January 1999
Skills
Microsoft Office, Customer Service, Financial Analysis, Account Management, Accounts Payable, Accounts Receivable, ADP Payroll, LifePro, Microsoft Excel, Microsoft Word, 10 Key, Data Entry, Account Reconciliation, Bookkeeping
Education
Kaplan University-Des Moines Campus 2013 — 2015
Bachelor’s Degree, Psychology-Applied Behavior Analysis, Graduated
Des Moines Area Community College 1993 — 1996
A.A. Degree, Liberal Arts
Grand View College 1992 — 1993
Wells Fargo Home Mortgage May 2012 - July 2013
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY January 1999 - January 2012
ON WITH LIFE, INC January 1996 - January 1999
Skills
Microsoft Office, Customer Service, Financial Analysis, Account Management, Accounts Payable, Accounts Receivable, ADP Payroll, LifePro, Microsoft Excel, Microsoft Word, 10 Key, Data Entry, Account Reconciliation, Bookkeeping
Education
Kaplan University-Des Moines Campus 2013 — 2015
Bachelor’s Degree, Psychology-Applied Behavior Analysis, Graduated
Des Moines Area Community College 1993 — 1996
A.A. Degree, Liberal Arts
Grand View College 1992 — 1993
Ted Hughes's American Equity Investment Life Insurance Company Experience August 2012 - Present
Job Vice President, Information Services at American Equity Investment Life Insurance Company
Industry Insurance
Experience
American Equity Investment Life Insurance Company August 2012 - Present
Skills
Strategic Planning, Project Management, Leadership, Process Improvement, Business Analysis, Team Building, Change Management, Program Management, Vendor Management, Disaster Recovery, Account Management, Business Process..., Risk Management, Management, SDLC
Education
University of Northern Iowa 1986 — 2001
Bachelor of Arts (B.A.), Computer Science and Mathematics
American Equity Investment Life Insurance Company August 2012 - Present
Skills
Strategic Planning, Project Management, Leadership, Process Improvement, Business Analysis, Team Building, Change Management, Program Management, Vendor Management, Disaster Recovery, Account Management, Business Process..., Risk Management, Management, SDLC
Education
University of Northern Iowa 1986 — 2001
Bachelor of Arts (B.A.), Computer Science and Mathematics