American General Life Companies
Industry: Insurance company
DescriptionHeadquarters: Houston, Texas, United States Founded: 1960 Parent organizations: American International Group, AGC Life Insurance Company Subsidiaries: VALIC, AIG Direct Insurance Services, Inc.,
American General Life Companies List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at American General Life Companies. You can filter them based on skills, years of employment, job, education, department, and prior employment.
American General Life Companies Salaries. You can even request information on how much does American General Life Companies pay if you want to. Learn about salaries, pros and cons of working for American General Life Companies directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
614 American General Life Companies employees in database. Find out everything there's to know about American General Life Companies 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.
American General Life Companies Employees
NCW Insurance, LLP January 2015 - Present
NCW Insurance October 2011 - Present
Apria Healthcare 2009 - October 2011
American General Life Companies August 2004 - September 2009
Skills
Structured Settlements, Commercial Insurance, Workers Compensation, Contract Negotiation, Customer Relations, Process Improvement, Risk Management, Oil & Gas Insurance, Contractors Insurance, Asset Protection &..., Insurance, Marketing, Property & Casualty..., Customer Service, Employee Benefits, Strategic Planning, Claims Management, Legal Liability, Brokers, Professional Liability, Claim, Casualty Insurance
Education
West Texas A&M University 2002 — 2004
Bachelor of Business Administration, Finance & Economics
Amarillo College 2000 — 2001
Associate Degree, General Studies
PMH Advisors Group August 2012 - Present
Marketing Resources November 2013 - February 2015
Agents Marketing Group (AMGIDA) March 2013 - October 2013
American General Life Companies January 2010 - July 2012
American General Life Companies May 1999 - January 2010
All American Life January 1989 - May 1999
Mutual Trust Life Insurance Company 1986 - 1989
Allstate 1986 - 1986
Prudential June 1982 - 1986
Skills
Term Life Insurance, Retirement Planning, Estate Planning, Insurance, Universal Life, Business Planning, Life Insurance, Whole Life, Indexed Annuities, Fixed Annuities, Sales, Retirement, Brokers, Strategic Financial..., Financial Planners, Training, General Insurance, Marketing, Insurance Brokerage
Education
University of Illinois at Chicago 1972 — 1976
BA, PolS
DePaul University 1968 — 1969
Accounting
Saint Patrick High School 1964 — 1968
AIG January 2006 - Present
American General Life Companies January 1998 - January 2006
American General Life Companies September 1996 - January 1998
Mitsubishi Motors July 1995 - September 1996
Mitsubishi Motors May 1992 - June 1995
Illinois Army National Guard March 1983 - June 1992
Stone Container Corporation April 1989 - March 1992
Skills
Retirement, Employee Benefits, SDLC, Customer Experience, CRM, Brokers, Budgets, Underwriting, Customer Service, Team Leadership, Risk Management, Employee Engagement, Management, Performance Management, Analysis, Training, Call Center, Executive Management, Customer Satisfaction, Strategic Financial..., Project Management, Property & Casualty..., Change Management, Financial Services, Strategic Planning, Term Life Insurance, Coaching, Team Building, Fixed Annuities, General Insurance, Leadership, Call Centers, Disability Insurance, Health Insurance, Business Analysis, Business Process..., Operations Management, Program Management, Insurance, Claim, Life Insurance, BPO, Process Improvement, Relationship Management, Vendor Management, Series 6, Cross-functional Team..., Business Strategy, Whole Life, Customer Retention
Education
DePaul University 1989 — 1991
MBA, Business
University of Illinois at Urbana-Champaign - College of Business 1985 — 1988
BS, Finance
PDC / parameds.com December 2006 - Present
New York Life Insurance Company June 2011 - June 2013
Kelly Healthcare Services August 2009 - November 2009
American General Life Companies August 2006 - June 2009
Wisconsin Underwriting Associates September 2005 - December 2005
Student Insurance - 2005 March 2005 - September 2005
Blue Cross Blue Shield Texas August 1996 - November 2004
Blue Cross Blue Shield Texas September 1991 - August 1996
American General (not AIG) February 1990 - September 1991
BSC Life Insurance Co. December 1985 - November 1989
Skills
Underwriting, Life Insurance, Health Insurance, Term Life Insurance, Disability Insurance, Reinsurance, Customer Service, Medical Review, Medical Records, Auditing, Stop Loss, Nursing, Claims Review, Claims Auditing, Claims Investigations, Claim, Medicare, Whole Life, Commercial Insurance
Education
Christ For the Nations Institute - Dallas, Texas 1980 — 1981
Associates of Arts
Capital Area School of Practical Nursing 1975 — 1977
Diploma, Licensed Practical/Vocational Nurse Training
Lanphier High School Springfield, Illinois 1972 — 1976
Diploma, General Studies
AIG January 2014 - Present
American General Life Companies August 2006 - December 2014
American General Life Companies March 2004 - August 2006
Skills
Universal Life, Term Life Insurance, Small Business Marketing, Life Insurance, Disability Insurance, Long Term Care Insurance, Critical Illness, Employee Benefits, Fixed Annuities, Indexed Annuities, Sales, Sales Management, Retirement, Management, Key Person Insurance, Whole Life, Health Insurance, Insurance, Long-term Care, Retirement Planning
Education
Eastern Kentucky University 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Eastern Kentucky University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
American General Life Companies April 2010 - Present
Caledonia Conservancy, Ltd. 2000 - May 2010
American General Life Companies January 2006 - April 2010
American General July 2000 - January 2006
American General June 1997 - July 2000
Trustmark Insurance August 1994 - May 1997
Skills
Software Project..., Insurance
Education
College for Financial Planning 1995 — 1998
CFP Professional Education Program
University of Illinois at Urbana-Champaign 1990 — 1994
BS in Consumer Economics, Economics and Financial Planning
Aon Hewitt June 2014 - Present
American General Life Companies January 2010 - June 2014
American General Life Companies January 2008 - January 2010
American General Life Companies January 2007 - January 2008
Met Life January 2006 - April 2007
Integrated Disability Resources January 2001 - January 2006
Integrated Disability Resources 2001 - 2006
Petite Sophisticate/Casual Corner 1999 - 2001
Skills
Insurance, Disability Insurance, Disabilities, FMLA, Workers Compensation, Reinsurance, Employee Benefits, Benefits Administration, Risk Management, Claims Management, Customer Service, Employee Relations, Claims Handling, Interviews, Disability Management, Performance Management, Coaching, Leadership, Training, Process Improvement, Analysis, Health Insurance, Management, Team Building, Claim
Education
Central Connecticut State University 2000 — 2005
Arts, Psychology with Marketing Concentration
Central Connecticut State University 1996 — 2000
Bachelor of Arts, Psychology; Marketing
Keene State College
InVentiv- Janssen Project August 2014 - Present
Actavis December 2013 - July 2014
Bayer HealthCare April 2010 - December 2013
Organon Pharmaceuticals/ Schering-Plough March 2000 - December 2009
American General Life Companies June 1990 - February 2000
Skills
Organizational..., Pharmaceutical Industry, Urology, Orthopedic, OB/GYN, Endocrinology, Pharmaceutical Sales, Oncology, Neurology, Hospital Sales, Sales, Sales Operations, Buy & Bill, Medical Devices, Leadership, Psychiatry, Effective Time Manager, Excellent Communicator, Surgeons, Product Launch, Operating Room, Selling Skills, Pain Management, Rheumatology, Selling, Managed Care, Sales Effectiveness, Neuroscience, Dermatology, Sales Force Development, Customer Service, Women's Health
Education
West Liberty State College 1987 — 1990
Bachelor of Science; specialized, Business Administration; Marketing
Bowling Green State University 1985 — 1987
Bachelor of Science in Business Administration, Marketing
CLF Staffing August 2015 - Present
Social Security Administration September 2014 - August 2015
US Air Force Reserve August 2010 - June 2013
US Air Force Reserve August 2008 - August 2010
US Air Force Reserve November 2005 - August 2008
US Air Force Reserve February 2004 - November 2005
United States Air Force February 2000 - February 2004
City of Springfield, Missouri May 2000 - January 2004
American General Life Companies April 1999 - February 2000
United States Air Force April 1998 - April 1999
Skills
Human Resources, Training, Recruiting, Leadership, New Hire Orientations, Job Fairs, Interviews, College Recruiting, Applicant Tracking..., Employee Relations, Behavioral Interviewing, Recruitment Advertising, Personnel Management, Temporary Placement, Resume Writing, Team Leadership, Negotiation, Time Management, Leadership Development, Recruitment Training, Background Checks, Sourcing, Sales, Military, Budgets, Onboarding, Employee Training, Screening, Career Counseling, Corporate Recruiting, Workforce Planning, Sales Management, Project Management, Technical Recruiting, Internet Recruiting, Hiring, Talent Acquisition, Job Coaching, Staffing Services, Contract Recruitment, Lead Generation, Lead Management, Persuasion, Recruitment Process..., Candidate Pool..., People Training and..., Mentoring, I.M.P.A.C.T. Selling, Public Speaking, Coaching
Education
Columbia Southern University 2008 — 2012
Bachelor of Science (B.S.), Marketing, 3.86 GPA "Magna Cum Laude"
Community College of the Air Force 2004 — 2006
Associate of Applied Science, Human Resources Management/Personnel Administration, General
Community College of the Air Force 1996 — 1999
Associate of Applied Science, Security Administration/Criminal Justice
Ascensus Consulting February 2015 - Present
Candlewood Suites® Hotels October 2013 - Present
YMCA of Greater Fort Wayne September 2004 - Present
American General Life Companies October 2000 - September 2001
KeyBank September 1999 - November 2000
Skills
Customer Service, Youth Development, Cpr Certified, First Aid, Listen First, Computer Proficiency, Finance, Childcare, Organization, Volunteering, Treasury
Education
Bowling Green State University 1995 — 1999
Bachelor's of Science, Actuarial Science
Millcreek West Unity 1982 — 1995
Canadian National Railway April 2014 - Present
The Eleven Agency December 2011 - Present
Ogilvy & Mather September 2011 - Present
Freight Conductor January 2006 - Present
CN June 2012 - April 2014
Union Pacific Railroad January 2006 - June 2012
American General Life Companies September 2005 - January 2006
American Airlines October 1991 - August 2005
Midwest Cargo Division October 1991 - August 2005
American Airlines Cargo January 1991 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Typing, Critical Thinking, Troubleshooting, Managerial Skills, Marketing, Sales Operations, Customer Satisfaction, Community Outreach, Freight, Leadership Development, Sales, Signal Integrity, Technical Training, Signalling, Leadership, Logistics, Management, Transportation
Education
Colorado Technical University 2007 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Colorado Technical University 2007 — 2010
Bachelors of Science, Business Administration Major
University of Arkansas at Pine Bluff 1989 — 1991
Business Administration, Management and Operations
Mutual of Omaha March 2015 - Present
Mutual of Omaha August 2014 - February 2015
Ebix June 2009 - August 2014
American General Life Companies January 2008 - June 2009
Integrated Insurance Technologies (IIT) February 2005 - January 2008
Chase, BankOne, Zurich Life August 2001 - February 2005
ZeBU June 2000 - August 2001
Allstate Insurance December 1993 - June 2000
ITW January 1992 - December 1993
KPMG Peat Marwick July 1989 - January 1992
Skills
Universal Life, Insurance, Fixed Annuities, Life Insurance, Financial Services, Strategic Planning, New Business Development, Sales, Process Improvement, CRM, Sales Management, Account Management, Retirement Planning, Product Management, Strategic Financial..., Team Building, Technological Innovation, Change Management, Employee Benefits, SaaS, Team Leadership, Enterprise Software, Management, Start-ups, Marketing Strategy, Marketing, Integration, Leadership, Vendor Management, Strategy, Executive Management, Salesforce.com, Business Development, Strategic Partnerships, Business Intelligence, Lead Generation, Cross-functional Team..., Solution Selling, Business Strategy, Financial Planning, Term Life Insurance
Education
DePaul University 1990 — 1994
MST, Taxation
Northeastern Illinois University 1982 — 1989
BS, Accounting Double Major Economics
Byco Plastics, LLC July 2012 - August 2013
Wiley Outdoor Sports, Inc. January 2008 - October 2010
Mental Health Center Of North Central Alabama May 2007 - December 2007
Institutional Printing, Inc. October 2000 - May 2007
Cell Pak, Inc. March 1997 - October 2000
American General Life Companies September 1996 - March 1997
AMF October 1993 - September 1996
Binns Fashion Shop November 1986 - October 1993
Skills
QuickBooks, Peachtree, SBT, Microsoft Word, Microsoft Excel, Financial Accounting, Account Reconciliation, Accounting, General Ledger, Financial Reporting, Invoicing, Bank Reconciliation
Education
Christopher Newport University 1986 — 1991
Business, Accounting and English
Lafayette High School 1984 — 1986
Nationwide February 2007 - Present
Nationwide Insurance April 2002 - February 2007
Nationwide Insurance April 2001 - April 2002
American General Life Companies August 1985 - April 2001
Skills
Property & Casualty..., Legal Liability, Commercial Insurance, Casualty, Liability, General Insurance, Underwriting, Insurance, Umbrella Insurance, Commercial Lines, Professional Liability, Inland Marine, Workers Compensation, Claim, Claims Management, Life Insurance, Homeowners, Employment Practices...
Education
Bryan College 1974 — 1977
B.S., History
Sheetz March 2014 - Present
Outback Steakhouse December 2012 - June 2014
Sheetz May 2013 - March 2014
Advantage Waypoint March 2010 - August 2012
American General Life Companies July 2009 - June 2010
Skills
Recruiting, Human Resources, Social Media, Sales, Microsoft Office, Applicant Tracking..., Customer Service, Microsoft Excel, Management, Sales Operations, Project Planning, Microsoft Word, Program Management, Customer Satisfaction, Pricing, PowerPoint, Interviews, Leadership, Time Management
Education
Indiana University of Pennsylvania 2012 — 2013
Master of Arts (MA), Employment & Labor Relations, 4.0
University of Pittsburgh 2005 — 2009
Bachelor of Science, Marketing
Bond University 2007 — 2007
American General Life Companies July 2013 - Present
American General Life Companies January 2012 - July 2013
American General Life Companies August 2009 - December 2011
Dean & Deluca October 2007 - January 2009
Dean & Deluca March 2006 - October 2007
Dean & Deluca September 2005 - February 2006
Skills
Customer Service, Insurance, Microsoft Excel, Life Insurance, Customer Satisfaction, Team Leadership, Term Life Insurance, Customer Experience, Project Management, Leadership, Marketing, Training, Fixed Annuities, Long-term Care, Disability Insurance, Health Insurance
Education
DeVry University
Bachelor of Business Administration (BBA)
Friends University
Bachelor of Business Administration (BBA)
Halyard Health August 2015 - Present
Quad/Graphics April 2013 - July 2015
St. Aemilian-Lakeside May 2012 - July 2015
GE Healthcare May 2012 - October 2012
Independent Health Care Plan May 2011 - August 2011
Kinex Medical Company October 2010 - May 2011
American General Life Companies April 2001 - November 2009
Circuit City January 1998 - January 2001
Briggs & Stratton/MGI January 1994 - January 1998
Skills
Customer Service, Insurance, Leadership, Process Improvement, Public Speaking, Training, Strategic Planning, Quality Assurance, Management, Team Building, Contract Negotiation, Coaching, Troubleshooting, Outlook, Team Leadership, Policy, Software Documentation, Microsoft Office, PowerPoint, Microsoft Excel, Teamwork, Healthcare, Lotus Notes, Problem Solving, Research, Contract Management, Customer Satisfaction, Microsoft Word, Budgets, Customer Relations, Access, Excel, Word, Negotiation, Vendor Relations, Centricity
Education
Cardinal Stritch University 2009 — 2012
Master, Business Administration
Cardinal Stritch University 2004 — 2012
Master of Business Administration 2012 Bachelor of Science, Business Administration2009
Cardinal Stritch University 2004 — 2009
BS, Business Administration
Rufus King High School 1986 — 1990
CONTINUING EDUCATIONMarquette University
Associate of Science, Business Management2007; Information Technology
Richard Stockton College October 2014 - Present
Richard Stockton College September 2007 - September 2014
Spencer Gifts June 2005 - September 2007
Cape Bank March 2004 - May 2005
Johnson & Johnson March 1998 - March 2004
American General Life Companies January 1997 - March 1998
Jump, Scutellaro and Company LLP January 1995 - January 1997
Trump Entertainment Resorts November 1991 - December 1994
Skills
Analysis, Budget, Strategic Planning, Microsoft Excel, Project Planning, PowerPoint, Microsoft Office, Research, Microsoft Word, Financial Accounting, Financial Statements, Financial Analysis, Financial Reporting, Budgets, Internal Controls, Finance, Auditing, Management, Financial Audits, Process Improvement, Accounting, Public Speaking
Education
Richard Stockton College of New Jersey 1988 — 1990
Bachelor's degree, Accounting
Atlantic Cape Community College 1986 — 1988
Associate of Science (A.S.), Business Administration and Management, General
Washington Trust Bank August 2003 - Present
Brintech, Inc. September 1995 - August 2003
Alex Sheshunoff Mgmt Services, Inc. September 1993 - September 1995
Barnett Banks, Inc. September 1989 - September 1993
American General Life Companies January 1988 - September 1989
Education
Baylor University - Hankamer School of Business 1983 — 1987
B.B.A., Information Systems
Protective Life March 2009 - Present
Credit Suisse January 2008 - December 2008
American General Life Companies January 2005 - January 2008
BISYS March 2004 - November 2004
Pro Marketing Insurance Services April 2003 - March 2004
Pacific Life February 2000 - April 2003
Education
California State University-Long Beach 1999 — 2001
Bachelor's degree, Economics
American General Life Companies 2012 - Present
Western National Life 2009 - 2012
Sonic Drive-In November 2006 - April 2009
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Outlook, Data Entry, Teamwork, Customer Satisfaction
Education
Amarillo College 2011 — 2013
Business Management, Small Business Operations
Equipment Transport Inc February 2014 - Present
Blattner Energy 2007 - 2013
Fehn Companies July 2000 - October 2007
Thielen Construction July 1995 - July 2000
Bushman Excavating July 1994 - June 1995
American General Life Companies May 1993 - June 1994
Skills
*OSHA Certified ..., *Strong interpersonal..., *Extensive..., *Transportation..., *Metric System fluent ..., *MS & Apple Operating..., *Machine Failure..., *Exceptional..., Project Planning, Construction
Education
Alexandria Technical College 1992 — 1993
Business, Management, Marketing, and Related Support Services
Alexandria Technical College 1991 — 1991
Hydraulics and Fluid Power Technology & Mechanical Drafting, 3.4
AIG June 2015 - Present
AIG July 2013 - Present
MetLife August 2011 - February 2013
New York Life Insurance Company June 2001 - May 2011
American General Life Companies April 2000 - April 2001
Executive Compensation Group, Inc. April 1999 - March 2000
Salomon Smith Barney, Inc. March 1998 - March 1999
The Ayco Company, L.P. August 1997 - March 1998
Skills
Estate Planning, Personal Financial..., Business Planning, Insurance Planning, Investment Planning, Talent Acquisition, Languages - Mandarin..., Talent Development, Fixed Annuities, Insurance, Financial Planners, Life Insurance, Retirement, Investments, Retirement Planning, Strategic Financial..., Financial Services, Talent Management, Disability Insurance, Term Life Insurance, Financial Planning, Finance, Long-term Care, Management, Mutual Funds, Wealth Management, Employee Benefits
Education
Albany Law School of Union University 1994 — 1997
Doctor of Law (J.D.), Law, cum laude
SUNY Binghamton 1989 — 1993
Bachelor's degree, Political Science and Government, cum laude
Wipf and Stock Publishers July 2006 - Present
American General Life Companies July 1998 - July 2000
IAEA September 1994 - July 1995
Skills
Theology, Copy Editing, Public Speaking, Editing, Teaching, Publishing, Non-profits, Blogging, Religion, Proofreading, Online Publishing, Non-fiction, Research, Publications, Fact-checking, Storytelling, History, Event Planning, Christian Theology, Ebooks, Editorial, InDesign, Textbooks, Academic Publishing, Published Author, Content Development
Education
Duke University 2000 — 2008
PhD, Religion
Duke University 1995 — 1997
MTS, Theology
Emory University 1990 — 1994
BA, International Studies
Lamar High School 1986 — 1990
American General Life Companies March 2007 - Present
Genworth Financial (now SunLife) September 2003 - March 2007
Hartford Life Insurance Company November 1999 - September 2003
Shenandoah Life Insurance Company May 1998 - November 1999
CIGNA Group Insurance June 1995 - May 1998
Education
University of Phoenix
Masters, Business Administration
Drexel University
Bachelors Science, Accounting and Finance
Watlow December 2012 - April 2013
Rossman School April 2012 - December 2012
Save-A-Lot December 2000 - June 2011
Maryville Technologies February 1999 - August 1999
American General Life Companies August 1998 - November 1998
Trans World Airlines July 1994 - April 1998
Skills
Corporate Real Estate, Retail, Real Estate, Customer Service, Location Intelligence, Team Building, Negotiation, Budgets, Outlook, Property Management, Process Scheduler, Microsoft Excel, Strategic Planning, Leadership, Accounts Payable, Accounts Receivable, Access, Training, Time Management, Employee Relations, Inventory Management
Education
Forest Park Community College 2002 — 2003
Certification, Funeral Director
Adelphi University 1988 — 1990
BS, Business Management and Communication
Stewart Title Guaranty Company January 2015 - Present
Lakewood Church July 2011 - Present
Technip 2014 - 2014
American General Life Companies 2006 - 2012
VALIC April 1988 - 2006
Eaton Corporation April 1982 - August 1988
Skills
Customer Service, Administrative Support, Teamwork, Teaching, Visio, Mentoring, Team Leadership, Excel, Outlook, Microsoft Office, Lotus Notes, Data Entry, PowerPoint, SAP, Scheduling, Customer Relations, Problem Solving, Expenses, Coordination, Event Planning, Office Management, Customer Satisfaction, Team Building, Supervisory Skills, Planning, Typing, Inside Sales, International Sales, Process Scheduler, Project Planning, Administrative..., Microsoft Excel, Public Speaking, Project Management, Employee Benefits, Leadership Development, Access, Microsoft Word, Time Management, Training, Nonprofits, Insurance, Fundraising, Accounting, Coaching, Recruiting, Payroll, Employee Relations, Process Improvement, Organizational...
Education
Cuyahoga Community College 1984 — 1986
AA, Business Management
Wharton County Junior College
Micro computer
GCG August 2012 - Present
First Financial Resources January 2005 - Present
Dow Enterprises II, Inc May 1995 - Present
American General Life Companies 1993 - 2012
First Financial Resources 2004 - 2011
AXA Equitable 1999 - 2011
First Financial Resources 2004 - 2010
Northwestern Mutual March 1983 - March 2003
Travelers 1995 - 2000
Skills
Fixed Annuities, Insurance, Estate Planning, Retirement Planning, Long-term Care, Disability Insurance, Retirement, Strategic Financial..., Wealth Management, Financial Planners, Investments, Life Insurance, Risk Management, 401k, Term Life Insurance, Underwriting, Asset Protection, Asset Allocation, Marketing, Series 63, Wealth
Education
Anderson University 1982 — 1987
BA, Marketing/Economics
Genworth Financial September 2010 - Present
American General Life Companies September 1990 - June 2009
AIG/American General 1990 - 2009
Skills
Insurance, Life Insurance, Term Life Insurance, Underwriting, Long-term Care
Education
Milwaukee Area Technical College 1990 — 1991
finished classes, Computer Science
Central Texas College 1989 — 1990
2 years, Computer Science
Transamerica March 2015 - Present
Dell August 2014 - February 2015
National Western Life Insurance Company June 2011 - April 2014
Avid Media Ventures January 2010 - June 2011
American General Life Companies June 2008 - September 2009
TributeDirect June 2007 - May 2008
Financial Industries Corporation April 2004 - May 2007
FIC Insurance Group January 2000 - January 2004
Investors Life Insurance Company of North America January 1998 - January 2000
Skills
Business Development, Strategic Planning, Project Management, Product Development, Training, Technology..., Analysis, Budgets, Business Intelligence, Business Process..., Business Strategy, Commercialization, Competitive Analysis, Cross-functional Team..., Employee Training, Enterprise Software, Entrepreneurship, Insurance, Integrated Marketing, Leadership, Management, Marketing, Negotiation, New Business Development, Process Improvement, Program Management, Quality Assurance, Sales, Software Documentation, Start-ups, Strategy, Team Building
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2012
Masters of Science
Texas State University-San Marcos 1995 — 1998
McCoy College of Business Administration
Austin College 1988 — 1992
BA
AIG Benefit Solutions June 2013 - Present
AIG Benefit Solutions August 2012 - Present
AIG Benefit Solutions December 2001 - Present
American General Life Companies December 2001 - Present
Asbury Park Press 1985 - 2001
Skills
Employee Engagement, Performance Management, Talent Management, Employee Relations, Human Resources, Talent Acquisition, Employee Benefits, Recruiting, Benefits Administration, Succession Planning, Customer Service, Internal Communications, Organizational..., Onboarding, Leadership Development, Workers Compensation, Insurance, Change Management, Organizational..., Training, Deferred Compensation, Workforce Planning, Employee Training, Personnel Management, HRIS, Interviews, Leadership, Executive Coaching, Management, Coaching, Vendor Management, Process Improvement, Executive Management, Team Building, Workshop Facilitation, Strategy, Training Delivery, Organizational Design, Policy, Strategic Planning, Project Management, Health Insurance, Community Relations...
Education
Brookdale Community College 1976 — 1979
AS, Nursing
Long Branch High School
American General Life Companies January 2011 - Present
Life Plans of USA March 2007 - Present
HSBC 2007 - 2011
Secured Funding 2005 - 2008
Thermo Fisher Scientific January 2004 - January 2005
Skills
Insurance, Direct Marketing, Sales Process, Project Management, Team Leadership, Start-ups, Email Marketing, Health Insurance, Small Business, CRM, Customer Retention, Direct Sales, Selling, Strategy, Fixed Annuities, Financial Services
Education
California State University-Chico 1998 — 2003
Business, Economics
La Costa Canyon 1994 — 1998
National Jewelry & Pawn Inc (JRW) 2014 - Present
Sprint 2013 - 2014
RadioShack 2008 - 2013
RadioShack 1997 - 2008
RadioShack 1995 - 1997
American General Life Companies 1995 - 1995
Sears, Roebuck and Co. 1994 - 1995
Quality Oil Company 1993 - 1994
North Carolina State University 1990 - 1993
Skills
Loss Prevention, Visual Merchandising, Multi-unit, Store Operations, Retail, Shrinkage, Retail Sales, Inventory Management, District Management, Profit, Driving Results, Inventory Control, Sales, New Store Openings, Customer Service, Computer Maintenance, Microsoft Office, Wireless, Customer Satisfaction, Customer Retention, Recruiting, P&L Management, Management, Sales Management, Hiring, Coaching, Merchandise Planning, CRM, Big Box, Cold Calling, New Store Development, Planograms, Selling, Associate Development, Multi-unit Retail..., Multi-Unit Management, Time Management, Merchandising, CPFR, Leadership, Income Statement, POS, Training, Employee Training, Human Resources, Sales Operations, Customer Experience, Marketing, Business Development, Assortment
Education
Cornell University 2013 — 2013
Executive Leadership Certificate, eCornell, 100%
North Carolina State University
Education
North Carolina School of Science and Mathematics
Fred Demers Associates, Inc 2007 - Present
McCormick & Company 1984 - 2007
American General Life Companies 1981 - 1984
GE 1980 - 1981
Skills
Organizational..., Executive Coaching, Leadership Development, Succession Planning, Coaching, Strategic Planning, Career Development, Onboarding, Human Resources, Talent Management, 360 Feedback, Career Counseling, Personnel Management, Deferred Compensation, Management
Education
Georgetown University 2007 — 2008
Certificate - Leadership Coaching
American University 1996 — 1998
Master's degree, Organization Development - AU/NTL
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1980
Master of Business Administration (MBA), Labor and Industrial Relations
Bates College 1971 — 1975
Bachelor of Arts (B.A.)
American General Life Companies April 2007 - Present
Education
Coastal Carolina University
Bachelor of Arts (BA), Design
LICOA February 2005 - Present
Virsa Corp. November 2004 - Present
The215 January 2000 - Present
AHB Marketing Group 1985 - October 2004
American General Life Companies January 1983 - March 1985
Skills
Disability Insurance, Insurance, Life Insurance, Employee Benefits, Term Life Insurance, Critical Illness, Health Insurance, Brokers, Whole Life, Long Term Care Insurance, Sales Management, Health Savings Accounts, Accident, Long-term Care, Fixed Annuities, Marketing, Universal Life, Permanent Life Insurance, Section 125 Plans, Equity Indexed Annuities, Recruiting, Cancer, Sales, Accident Benefits, Microsoft Office, Small Business, Training, Insurance Brokerage, Supplemental Benefits, Cancer Insurance, Impaired Risk, Dental Insurance, Worksite Solutions, Underwriting, Claim, Customer Service, Management
Education
Auburn University 1977 — 1981
Bachelor of Science (BS), Accounting and Finance
Gadsden State Community College 1976 — 1977
Undergrad, Business, Management, Marketing, and Related Support Services
Westminster Christian School 1973 — 1976
High School/Secondary Diplomas and Certificates
HERITAGE ADVISORY GROUP. INC. April 1994 - Present
Sun Life Financial May 1982 - December 1993
American General Life Companies August 1975 - May 1982
Education
Butler University 1971 — 1975
BA, American/United States Studies/Civilization
Pentegra Retirement Services January 2015 - Present
401K Direct March 2013 - December 2014
Western Wealth Management November 2010 - February 2013
First Choice Brokerage January 2004 - July 2004
Crown Capital Securities, L.P. April 2003 - December 2003
American General Life Companies April 1998 - July 2002
Pacific Life April 1996 - April 1998
CCS INTERNATIONAL, INC. December 1995 - April 1996
Paine Webber February 1994 - December 1995
Skills
Marketing, 401k, Series 7, New Business Development, Account Management, California Insurance..., Series 66, ASPPA - QPFC Credential, CRM, Finance, Insurance, Business Development, Uniform Combined State..., Retirement Planning, Management, Sales, Employee Benefits, Retirement, Mutual Funds, Investments, Wealth Management
Education
California State University-Long Beach 1989 — 1993
Bachelor of Science, Business Administration; Finance; Investments
Protective Life March 2009 - Present
American General Life Companies November 2006 - March 2009
MassMutual Financial Group October 2001 - July 2006
Manulife Financial January 2001 - September 2001
ePlanning Securities March 2000 - December 2000
Skills
Wholesaling, Insurance, Brokers, Series 7, Wealth
Education
The American College
Chartered Financial Consultant, Financial Planning
The American College
Chartered Life Underwriter, Life Insurance
The College of Financial Planning 1986 — 1989
Certified Financial Planner, Financial Planning
Colgate University 1978 — 1982
Bachelor of Arts, Geology
Colgate University 1978 — 1982
Bachelor of Arts (BA), Geology
American General Life Companies 2006 - Present
Vistage 1999 - 2013
Cambridge Integrated Services 2005 - 2006
American General Life Companies 1999 - 2005
Mutual of Omaha 1992 - 1999
Education
University of Nebraska-Lincoln 1985 — 1992
Bachelors, Accounting
Babson College
Executive Education - LIMRA
University of Notre Dame
Vistage
Allstate August 2012 - Present
Allstate May 2010 - August 2012
SunAmerica Financial Group January 2007 - April 2010
American General Life Companies 2007 - 2010
BELMAN KLEIN ASSOCIATES, Ltd January 2006 - June 2007
MassMutual Financial Group September 2003 - January 2006
MassMutual 2003 - 2005
NMS COMMUNICATIONS, INC January 1999 - January 2001
FIRST SOURCE, INC January 1996 - January 1999
Skills
Strategy, Strategic Planning, Leadership, Business Strategy, Process Improvement, Management, New Business Development, Strategic Communications, Marketing, Corporate Communications, Media Relations, Entrepreneurship, Insurance, Business Development, Team Leadership, Organizational..., Change Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Business
Boston University 1988 — 1993
BA/BM, English Literature/Music
John Hancock Life Insurance Company (U.S.A.) December 2009 - Present
American General Life Companies October 2007 - December 2009
Nationwide Insurance 1999 - 2006
Skills
Fixed Annuities, Estate Planning, Life Insurance, Retirement Planning, High Net Worth..., Financial Advisory, Series 6, Retirement, Series 63, 401k, Financial Planning, Mutual Funds, Insurance, Long-term Care
Education
East Carolina University 1993 — 1996
B.S.B.E, Marketing/Business Administration
Select Actuarial Services January 2014 - Present
C.E. Ellison High School August 2006 - June 2012
Winston Churchill High School 2012 - 2012
American General Life Companies July 2005 - July 2006
Skills
SOA/CAS Exam 1/P,..., SOA/CAS Exam 2/FM..., SOA/CAS Exam 3F/MFE,..., CAS Exam LC, Passed..., CAS Exam ST, Passed..., CAS Online Course 1, Economics VEE, Statistics, Data Analysis, Statistical Modeling, Microsoft Excel, Microsoft Office, Proficient in Word and..., Familiar with C++, Mathematics Education, Tutoring, Teaching, PowerPoint, Research, Public Speaking, Actuarial Science
Education
Edinboro University of Pennsylvania 2004 — 2005
Bachelor of Arts (B.A.), Mathematics, 3.96
Penn State University 1998 — 2002
Bachelor of Arts (B.A.), Communications, 3.4
Taxlady Enterprises December 2013 - Present
The Mount Sinai Hospital June 2013 - November 2013
American General Life Companies June 2012 - May 2013
Cash Consulting Group October 2010 - May 2012
James Mintz Group June 2008 - September 2010
Elk Investors August 2006 - August 2007
I. Spiewak & Sons Outerwear, Inc. November 2001 - August 2006
Barnes & Noble College Bookstores, Inc. October 1998 - January 2001
Skills
Accounting, Financial Reporting, Tax, Quickbooks, Auditing, Audit, Accounts Payable, Bookkeeping, Payroll, Accounts Receivable, General Ledger, Internal Controls, Income Tax, Reconciliation, SOX, GAAP, Tax Returns, Excel, Financial Planning, Budgeting, IFRS, Tax Preparation, Fixed Assets, Financial Accounting, Preparation, Financial Analysis, Internal Audit, Journal Entries, SEC reporting, Corporate Tax, Cash Flow, Sales Tax, Word, Microsoft Office, Tax Compliance, Compliance, Balance, Account Reconciliation, Cost Accounting, Accruals, Forecasting, FASB, Access, Invoicing, Analysis, Forensic Accounting, Health Insurance, Life Insurance, QuickBooks, Microsoft Excel
Education
City University of New York 2009 — 2011
Bachelor of Arts, Literature & Communications, 3.45
CUNY New York City College of Technology 2001 — 2005
A.A.S in Accounting, Accountancy
Martin Financial Group January 1995 - Present
American General Life Companies January 1992 - January 1995
American General Life Companies January 1989 - January 1992
Skills
Retirement Planning, Life Insurance, Long Term Care Insurance, Medicare Supplement..., Investments, Education Funding, Fee Based Financial..., Retirement, Financial Planners, Insurance, Estate Planning, Series 7, Securities, Pensions, Management, Finance, Disability Insurance, Fixed Annuities, Mutual Funds
Education
Abilene Christian University 1965 — 1968
Bachelor of Science (BS), Religious Education
Del Mar College 1963 — 1965
Associate of Arts (A.A.), General Studies
W. B. Ray High School 1961 — 1963
Diploma
Easter Seals UCP North Carolina & Virginia March 2012 - Present
BCBSNC September 2002 - Present
Fort Sill National Bank August 2009 - May 2010
American General Life Companies December 2006 - August 2009
Skills
Health Insurance, Life Insurance, Disability Insurance, Health Insurance..., Sales, Financial Services, Long-term Care, Customer Retention
Education
Appalachian State University 1976 — 1980
Batchelor of Arts, History
Gateway Funerals and Cremation August 2015 - Present
Rest Haven Funeral Home, Inc. dba Local Cremation February 2014 - May 2015
Dallas Institute of Funeral Service May 2013 - November 2013
Service Corporation International January 2007 - August 2012
Service Corporation International July 2005 - January 2007
Carriage Services July 2002 - June 2005
KPMG US August 2000 - July 2002
American General Life Companies March 1997 - February 2000
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Budgets, Microsoft Excel, Process Improvement, Corporate Finance, Management, Accounting, Strategy, Leadership, Strategic Financial..., Start-ups, Strategic Planning, Forecasting, Team Building, Finance, Executive Management, Mergers & Acquisitions, Managerial Finance, Business Planning, Financial Reporting, Cash Flow, Business Process..., Financial Accounting, Risk Management, Small Business, Analysis, Access, Business Strategy, Due Diligence, General Ledger, Cost Accounting, Internal Controls, SEC filings, Valuation, Variance Analysis, Consolidation
Education
Dallas Institute of Funeral Service 2013 — 2013
Funeral Director's Program
University of St. Thomas (TX) 1995 — 1996
MBA, Finance
University of Houston 1992 — 1995
BBA, Finance
Zurich Insurance Group October 2009 - Present
American General Life Companies 1994 - August 2009
Prudential Financial 1992 - 1994
New England Financial 1988 - 1992
Paul Revere Insurance Company 1980 - 1987
Active duty: 1972-1974. Active reserves: 1974-1976. June 1972 - June 1976
Education
Northeastern University - Graduate School of Business Administration 1978 — 1980
MBA, Business Administration
University of South Florida 1974 — 1978
BS, Finance
United States Military Academy Preparatory School. Fort Belvoir, VA. 1972 — 1973
Don Bosco Preparatory High School. Ramsey, NJ 1968 — 1972
St. Elizabeth's School. Wyckoff, N.J.
Lodging Opportunity Fund, REIT December 2014 - Present
Hartman Income REIT December 2013 - December 2014
Hanson McClain Strategic Advisors 2011 - 2012
Walton International Group 2008 - 2009
NEXT Financial Group, Inc. 2004 - 2007
NFP Securities 2002 - 2004
American General Life Companies 1996 - 2002
Skills
Wealth Management, Investments, Strategy, Retirement, Relationship Management, Marketing, Marketing Communications, RIA, Mutual Funds, Variable Annuities, Executive Management, Event Planning, Banking Products, Fixed Annuities, Cash Management, Money Market Funds, Retirement Planning, Financial Services, Portfolio Management, Alternative Investments, Strategic Partnerships, Securities, Asset Management, Mergers & Acquisitions, Financial Advisory, Finance
Education
Harvard University 1990 — 1992
Fine and Studio Arts
Binghamton University
BS, Political & Social Science
National Financial Services Group September 2015 - Present
COUNTRY Financial® November 2012 - May 2015
AHIG, Alexis Holt Insurance Group, LLC June 2015 - 2015
American General Life Companies June 2012 - November 2012
State Farm January 2012 - June 2012
Sprint July 2010 - January 2012
Skills
Insurance, Property & Casualty..., Life & Health Insurance..., Commercial Insurance, Term Life Insurance, Sales, Marketing, Disability Insurance, General Insurance, Health Insurance, Liability, Life Insurance, Long Term Care Insurance, Long-term Care, Management, Small Business, Umbrella Insurance, Underwriting, Employee Benefits, Key Person Insurance, Buy-sell Agreements, Commercial Lines, Employee Training, Team Building, Coaching, Lead Generation, Social Networking, Motivational Speaking, Leadership Development, Leadership, Public Speaking, Customer Service, Retirement Planning, Fixed Annuities
Education
Auburn University at Montgomery 2005 — 2008
Mass Communication/Media Studies
Dothan High School 2001 — 2005
Regular/General High School/Secondary Diploma Program
McGlinchey Communications LLC May 2006 - Present
USAA October 1994 - May 2006
American General Life Companies January 1993 - May 1994
United States Army July 1989 - January 1993
Skills
Copywriting, Financial Services, Insurance, Leadership, Public Speaking, Copy Editing, Direct Marketing, Mutual Funds, Direct Mail, Fixed Annuities, Investments, Editing, Finance, Life Insurance, CRM, Newsletters, Investment Management, Wealth, Product Management, Writing, Sales, Content Marketing, Strategic Planning
Education
Bucknell University 1985 — 1989
Bachelor’s Degree, Political Science, History
Nationwide Insurance May 2014 - Present
The Eagle Printery June 2012 - May 2014
American General Life Companies 2005 - 2012
Skills
Sales, Account Management, B2B, New Business Development, Sales Management, Direct Sales, Customer Service, Marketing Strategy, Needs Analysis, Accounting, Advertising, Customer Retention, Customer Support, Insurance, Marketing, Management, Training, Team Building, Direct Marketing, Social Media Marketing
Education
Butler County Community College
Associate of Science (AS), Marketing
AIG August 2014 - Present
AIG June 2012 - August 2014
American General Life Companies June 2008 - July 2012
Cardtronics September 2005 - August 2008
Cardtronics June 2005 - August 2006
Enterprise Rent-A-Car August 2004 - June 2005
BHC Marketing December 2003 - July 2004
Skills
Marketing, Relationship Management, Marketing Strategy, Strategic Planning, Financial Services, Project Management, Process Improvement, New Business Development, Business Development, Customer Service, Sales, Vendor Management, Business Strategy, Microsoft Excel, Business Analysis, Marketing Communications, Direct Marketing, Account Management, Training, Cross-functional Team..., Market Research, Email Marketing, Management, Leadership, Public Speaking, Strategy, Social Media, Social Media Marketing, Event Planning, Market Planning, Product Management, Insurance, Public Relations, Analytics, Advertising, Microsoft Office, Event Management, Social Networking, Sales Operations, Online Marketing, Team Building, CRM
Education
Colorado Technical University 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of Houston-Downtown 1996 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
MetLife January 2015 - Present
MetLife August 2012 - January 2015
MetLife September 2011 - August 2012
Catlin September 2009 - September 2011
American General Life Companies November 1998 - September 2009
MassMutual August 1986 - November 1998
Skills
Insurance, Underwriting, Life Insurance, Strategy, Innovation Development, Marketing Strategy, Product Development, Product Design, Relationship Management
Education
College of the Holy Cross
BA, English
American General Life Companies September 2012 - Present
Orange County Assessor January 1990 - March 2009
Education
National College of Business and Arts 1970 — 1978
Bachelor of Science in Business Administration, Accounting and Business/Management
National College of Business and Arts 1971 — 1975
BSBA, Accounting, Management
Institute of Technology and Academics October 2014 - Present
La Causa, Inc. September 2013 - August 2014
Bryant and Stratton College February 2012 - September 2013
Strayer University October 2010 - February 2012
American General Life Companies October 2006 - June 2009
Sixteenth Street Community Health Center December 2004 - October 2006
Skills
Leadership, Critical Thinking, Teaching, Highly Ambitious, Training, Interviews, Management, Human Resources, Microsoft Office, Outlook, Team Leadership, Higher Education, Building Relationships, Bilingual-English/Spanis..., Communication, Student Counseling, Software Documentation, Teamwork, Employee Benefits, Program Management, Leadership Development, Youth Mentoring, Admissions, Customer Service, Data Entry, Resume Writing, Staff Development
Education
American College of Education 2014 — 2015
Master of Arts (M.A.), Secondary Education and Teaching
University of Wisconsin-Milwaukee 2014 — 2014
Latino Non Profit Leadership Program (LNLP)
Jones International University Online 2008 — 2010
Master's in Business Communication, Leadership and Influence, 3.94
Alverno College 2002 — 2006
Business Management, Communication, 3.0
Independent Financial Representative December 2014 - Present
AIG Financial Network March 2012 - December 2014
American General Life Companies August 2011 - March 2013
Terry Schurch Agency December 2005 - June 2011
Skills
Retirement Planning, Insurance, Retirement, Employee Benefits, Term Life Insurance, Disability Insurance, Wealth, Universal Life, Fixed Annuities, Whole Life, Finance, Critical Illness, Strategic Financial..., IRAs, General Insurance, Accident, Buy-sell Agreements, Property, Recruiting, Life Insurance, Long-term Care, Financial Services, Brokers, 401k, Pensions, Life, Permanent Life Insurance, Voluntary Employee..., Wealth Accumulation, Accident Insurance
Education
Columbus State 2003 — 2005
Personal Finance
Grove City High School 1997 — 2000
Ireland Financial Solutions April 2009 - Present
Bahnson, Inc January 2011 - February 2015
AIG American General October 2003 - April 2009
American General Life Companies 2003 - 2009
Skills
Insurance, Customer Service, Team Building, Marketing, Leadership, Strategic Planning, Public Speaking, Sales, Sales Management, Life Insurance, Small Business
Education
Bauder College 1987 — 1989
Associate of Arts, Fashion Merchandising
American General Life Companies January 2011 - Present
Genworth Financial December 2006 - December 2010
JPMorgan Chase September 2003 - November 2006
Zurich Life Insurance Co of America November 1998 - September 2003
ENSCO, Inc March 1995 - September 1998
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Reinsurance, Brokers, Fixed Annuities, Risk Management, Large Case Underwriting, Specialty Markets, General Insurance, Call Centers, Mortgage Lending, Financial Risk, Analysis, Disability Insurance, Claim, Health Insurance
Education
DePaul University
Liberal Arts
State National Companies April 1993 - Present
American General Life Companies August 1988 - August 1992
M.F. Block Insurance Company June 1978 - July 1988
Skills
Subrogation, Commercial Insurance, Financial Services, Team Management, Project Management, Vendor Relationship..., Collateral Protection..., Credit Life,..., Insurance
Education
Arkansas State University 1978 — 1980
Decatur Utilities February 2014 - Present
Decatur Utilities, Decatur Alabama September 2008 - February 2014
Decatur Utilities May 2005 - August 2008
American General Life Companies June 1993 - March 1994
Skills
Project Management, Energy, Contract Management, Process Improvement, Construction, Project Planning, Operations Management, Engineering, Budgets, Construction Management, Contract Negotiation, Leadership, Program Management, Management, Process Engineering, Continuous Improvement, Team Building, Supervisory Skills, Strategic Planning, Negotiation, Training, Water, Customer Service, Microsoft Excel, Inspection
Education
Athens State University 2003 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
John C Calhoun State Community College 1998 — 2000
Associate's degree, Business Administration and Management, General
Aurora Health Care January 2012 - July 2012
Aurora Health Care August 2011 - January 2012
Private Practice - Brookfield, WI March 2011 - June 2011
American General Life Companies May 2004 - April 2010
Kinko's 2000 - 2003
Skills
Curriculum Design, Technical Writing, Documentation, Administration, Coaching, Program Management, Epic, Change Management, Public Speaking, People Management, PeopleSoft CRM, Microsoft Office, Adobe Creative Suite, QuarkXPress, Training & Development, Technical Training, Gap Analysis, Staff Training, Software Training, Training Skills, Training Delivery, Online Training, Leading People, Staff Management, Staff Development, Staff Supervision, Staff Retention, Hands-on Training, Training, Employee Training, Software Documentation, Epic Systems, Management, Insurance, Employee Benefits, System Administration, Project Management, Leadership, Healthcare, E-Learning, Strategic Planning, Instructional Design, Interviews, Time Management, Visio, Instructor-led Training, Process Improvement, PeopleSoft, Leadership Development, Captivate
Education
Carroll University 2001 — 2005
Bachelor of Science
Milwaukee Career College 2010 — 2011
CCMA
University of Wisconsin-Milwaukee
Milliman June 2005 - Present
Houston Casualty Company March 2003 - May 2005
American General Life Companies August 2000 - March 2003
Skills
Actuarial Science, Actuarial Consulting, Property & Casualty..., Loss Reserving, Pricing, Ratemaking, Reinsurance, Predictive Modeling, Risk, Commercial Lines, Workers Compensation, Liability, Professional Liability, Captives, General Insurance, Commercial Insurance, Analysis, Data Analysis
Education
Bryant University 1996 — 2000
Bachelor of Science (BS), Actuarial Science
Independent Medical Examiner February 2013 - Present
American General Life Companies 2010 - 2012
Bonnette Auction Company 2008 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Venipuncture, Laboratory Skills, Certified EKG Technician, DOT & Non DOT Drug..., Employee Wellness..., Biometrics, Phlebotomy, Specimen Collection, Insurance, Medical Terminology, Drug Testing, Data Entry, Medical Records, EKG, Wellness, Healthcare, Medical Assisting, Health Insurance, Life Insurance, Cpr Certified, Term Life Insurance, Medical Billing, Medicare Prescription..., Fixed Annuities, Appointment Scheduling, Hospitals, Long-term Care, Accident, Vital Signs, Lotus Notes, Marketing, Supervisory Skills, Software Documentation, Accident Insurance, Administration, Medical Aid, Claims Auditing, Telephone Skills, Indexed Annuities, HIPAA, Office Administration, Equity Indexed Annuities, Licensed to Sell..., Outlook
Education
White Oak High School 1986 — 1989
Unitech Training Academy-Alexandria
National Certification & Louisiana State License, Phlebotomy/EKG Technician
Lipscomb University January 2012 - Present
Life Spring Chiropractic 2011 - 2011
American General Life Companies 2010 - 2011
Allstate Insurance Company April 1987 - December 2009
Education
Lipscomb University 2011 — 2013
Masters (Currently in program), Exercise & Nutrition Science
D'Youville College 1982 — 1984
BSN, Nursing
BJC HealthCare January 2013 - Present
Moretti Business Coaching, Ltd. 2003 - 2012
American General Life Companies 1997 - 2002
American General Corporation 1989 - 1997
Sunset Advisory Commission 1985 - 1989
Education
DeVry University 2013 — 2015
Associate’s Degree, Applied Science - Health Information Technology
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Information Systems Management (MISM), Health Information Systems Management
Universidad de Carabobo 1980 — 1983
MBA, Marketing
Georgetown University 1975 — 1979
B.S., Biology, Spanish
Bellevue High School 1972 — 1975
St. Frances High School 1971 — 1972
Honolulu, Hawaii
Invesco US October 2013 - Present
American General April 1995 - Present
American General Life Companies 2008 - 2009
Skills
Marketing Communications, Advertising, Insurance, Internal Communications, Social Media
Education
Art Institute of Houston 1986 — 1987
Milby 1983 — 1985
Aspen Dental August 2014 - Present
MetLife August 2000 - June 2013
MetLife September 1997 - July 2000
American General Life Companies April 1995 - March 1997
Skills
Associate Customer...
Education
Ashford University 2009 — 2011
Bachelor's degree, Accounting
Ashford University 2009 — 2011
Bachelor's degree, Accounting
American General Life Companies
Skills
Business Analysis, SDLC, Business Process..., Requirements Gathering, Business Requirements, Requirements Analysis, User Acceptance Testing, Project Portfolio..., Business Process Design, Systems Analysis, Business Process, Business Process..., PMO, PMP, Software Project..., Resource Management, Gap Analysis, Visio, Vendor Management, SharePoint, Business Intelligence, MS Project, Integration, Software Documentation, IT Strategy, Risk Management, Agile Methodologies, Testing, IT Management, Process Improvement, Quality Assurance, Governance, Change Management, SOA, Analysis
Education
Coe College
Zurich North America April 2013 - Present
ING America Equities, Inc. April 2010 - Present
ING US April 2010 - March 2013
American General Life Companies April 1991 - April 2010
Skills
Financial Services, Wealth, New Business Development, Sales, Sales Operations
Education
The American College 1991 — 1993
CLU, Insurance
Adelphi University 1986 — 1989
CFP, Fiancial Planning
Dean College 1980 — 1981
Western & Southern Financial Group September 2007 - October 2010
American General Life Companies September 2005 - September 2009
Skills
Microsoft Office, Excel, PowerPoint, Insurance, Training, Management, Marketing, Customer Service, Employee Benefits, Team Building, Strategic Planning, Leadership, Sales, Sales Management, Outlook, Budgets, Coaching, Negotiation, New Business Development, Microsoft Word, Public Speaking, Account Management, Marketing Strategy, Microsoft Excel, Employee Training, Fixed Annuities, Term Life Insurance, Finance
Education
Georgia State University 1990 — 1992
Bachelor of Arts, Business Administration
Atlanta Metropolitan College 1987 — 1990
Associate of Arts, Business Management
GE Aviation March 2014 - Present
GE Aviation June 2013 - Present
GE Aviation January 2006 - June 2013
Smiths Aerospace April 2003 - January 2006
US Freightways January 2002 - January 2003
Spectrum Health September 1998 - June 2002
Butterworth Hospital January 1990 - September 1998
Shaw-Walker Furniture April 1986 - January 1990
Compuware March 1984 - March 1986
American General Life Companies January 1982 - March 1984
Skills
Project Planning, Project Management, Open Plan, COBRA, MSProject, Primavera, Winsight, MS Project, Primavera P6, Earned Value Management, Aerospace, Cross-functional Team..., Process Improvement, Systems Engineering, Analysis, ERP, Change Management, Deltek, Engineering, PMP, Program Management, Microsoft Project, Engineering Management
Education
Central Michigan University 1999 — 2000
Health/Health Care Administration/Management
Davenport University 1990 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
American National July 2015 - Present
American National Insurance February 2014 - July 2015
Berkeley Research Group May 2010 - August 2012
American General Life Companies March 2011 - April 2012
Trinity Pharma Solutions February 2009 - August 2009
Greenwich Strategy July 2008 - November 2008
Feingold O'Keeffe Capital September 2006 - June 2008
Skills
VBA, VBScript, R, SAS, Excel, SQL, Access, Valuation, Statistics, Economics, Microsoft SQL Server, Data Analysis, Process Improvement, Strategy
Education
Texas A&M University 2009 — 2017
MS, Statistics
Texas A&M University - Mays Business School 2009 — 2010
MBA, Management
Brown University 2006 — 2009
ScB, Neuroscience
American General Life Companies October 2007 - Present
Infosys Technologies Ltd November 2003 - October 2007
Polaris January 2003 - November 2003
Education
Birla Institute of Technology and Science, Pilani 2004 — 2006
Master of Science, System Software
University of Madras 1998 — 2002
AIG November 2010 - Present
American General Life Companies February 2007 - May 2012
American General Life Companies September 2007 - June 2009
American General Life Companies March 2005 - February 2007
USAA March 2002 - October 2003
USAA March 2001 - March 2002
American General Life Companies April 1995 - March 2001
Teach for America April 1991 - January 1995
Skills
Strategy, Marketing Strategy, Management, Product Development, Business Strategy, Marketing, Insurance, Project Management, Product Management, E-commerce, CRM, Cross-functional Team..., Product Marketing, Life Insurance, Program Management, Sales Management, Fixed Annuities, Direct Marketing, Competitive Analysis, Sales, Budgets, Start-ups, Leadership, Risk Management, Business Analysis, Change Management, Process Improvement, Business Planning, Mergers & Acquisitions, Strategic Planning, Management Consulting, New Business Development, Vendor Management, Financial Services, Business Development, Start-up Ventures, International Business, Lean Operations, Social Media
Education
Brown University 1985 — 1989
Bachelor of Arts
Southeast Benefits Solutions September 2015 - Present
American General Life Companies December 2012 - September 2015
Mighty Auto Parts April 2009 - February 2012
Express South, LLC September 1997 - January 2011
Skills
Employee Benefits, Insurance Brokerage, Health Insurance, Strategic Planning, Account Management, Small Business, Cafeteria Plans, Accident Insurance, Disability Insurance
Education
Auburn University 1984 — 1986
Black River Produce November 2014 - Present
Smugglers' Notch Resort November 2008 - October 2014
Destination Hotels & Resorts January 2007 - September 2008
Lowe Enterprises December 2004 - September 2008
Vail Resorts November 1998 - December 2004
American General Life Companies April 1995 - June 1998
Carlo Russo's Wine & Spirit World September 1994 - April 1995
Education
Cornell University 1990 — 1994
Bachelor of Arts (B.A.), Mathematics & Bachelor of Arts (B.A.), Economics
TIAA-CREF August 2014 - Present
Madison Brokerage June 2013 - July 2014
American General Life Companies October 2011 - May 2013
Ernst & Young January 2010 - September 2011
American General Life Insurance Company August 2007 - January 2010
Skills
Tax, Estate Planning, Business Continuity, Insurance, Income Tax, Strategic Financial..., Business Planning, Trusts, Employee Benefits, Small Business, Succession Planning, Life Insurance, Corporate Tax, Retirement Planning, Financial Services, Sales, Partnership Taxation, Executive Benefits, Estate Tax Planning, Wealth, Financial Advisory, Financial Planners, Risk Management, Executive Pay, Health Insurance, Disability Insurance, Long-term Care
Education
Southern Methodist University Dedman School of Law 2006 — 2007
LL.M. in Taxation, Law
St. Mary's University School of Law 2003 — 2006
J.D., Law
Brigham Young University 2000 — 2003
B.A., International Studies
CSC October 2012 - Present
American General Life Companies June 2009 - 2012
American General 2008 - January 2010
AIG American General 2005 - 2007
AIG American General 2003 - 2005
AIG American General 2001 - 2003
AIG Life March 1999 - December 2001
US Army February 1994 - July 1999
Skills
Change Management, Operations Management, Process Improvement, Budgeting, Vendor Relations, Management Consulting, Insurance, Performance Management, Strategic Planning, Business Strategy, BPO, Business Analysis, Strategy, Business Process..., Risk Management, Leadership, Project Management, Vendor Management, Budgets, Six Sigma, Life Insurance, Consulting, Fixed Annuities, Executive Management, Program Management, Integration, Business Intelligence, Health Insurance, Business Planning, Financial Services, Underwriting, Training, Enterprise Architecture, Forecasting, SDLC, Cross-functional Team..., CRM, Management
Education
Central Michigan University 1996 — 1998
Master of Science (MS), Business Administration, Management and Operations
Washington and Lee University 1988 — 1992
BA, English
mcdowell high
American General Life Companies October 2006 - Present
Protective Life February 2009 - June 2012
Skills
Life Insurance, Whole Life, Executive Management, Retirement Planning, Fixed Annuities, Series 6, Term Life Insurance, Disability Insurance, Insurance, Retirement, Health Insurance, Strategic Planning, Property & Casualty..., Financial Planning, Long-term Care, Underwriting, Reinsurance, Brokers, Employee Benefits, New Business Development, Series 63
Education
Bates College 1975 — 1979
National Life Group January 2013 - Present
American General Life Companies June 2011 - January 2013
Brokerage Professionals, Inc. February 2001 - June 2011
Mutual of Omaha 1993 - 2001
Skills
Fixed Annuities, Health Insurance, Underwriting, Term Life Insurance, Retirement, Life Insurance, Long-term Care, Brokers, Universal Life, Retirement Planning, Insurance, Disability Insurance, Indexed Annuities, Long Term Care Insurance, Whole Life
Education
Bellevue University 1994 — 1996
BS, Marketing Management
Daniel J Gross H.S.
American General Life Companies April 2012 - Present
The Auto Club Group August 2008 - March 2011
AIG American General February 2002 - April 2005
HealthAllies.com 1999 - 2002
UnitedHealth Group 1999 - 2002
Skills
Business Development, Health Insurance, New Business Development, Sales, Call Centers, Cross-functional Team..., Strategic Planning, Business Planning, Team Leadership, Corporate Finance, System Deployment, Troubleshooting
Education
Cal State San Bernardino 2005 — 2008
BA, Business
Jatca Inc July 2014 - Present
Bierlein Companies, Inc. April 2011 - July 2014
American General Life Companies January 2007 - April 2011
Skills
Visual Merchandising, Store Management, Merchandising, Loss Prevention, Retail, Store Operations, Inventory Management, Retail Sales, Customer Service, Fashion, Apparel, Driving Results, Sales, Inventory Control, Trend Analysis, Leadership
Education
Central Michigan University 2003 — 2005
English Language and Literature, General
Western High School
Western High School
UnitedHealth Group June 2009 - Present
American General Life Companies December 2007 - June 2009
Unum July 2000 - November 2007
Education
Columbia College (SC) 1987 — 1991
Tabak Law Firm 2012 - 2012
American General Life Companies August 2007 - June 2009
GE/GEFA/Genworth May 1988 - June 2005
Skills
Insurance, Documentation, Compliance, Access, Customer Relations, Software Documentation
Education
Milwaukee Area Technical College 2011 — 2011
Certificate, Paralegal
Averett University 2000 — 2001
BA, Business Administration
Central Virginia Community College 1978 — 1980
AAS, IT Technology
BB&T Assurance Company, Ltd. July 2001 - Present
Givens & Williams, Inc. August 1983 - April 1998
American General Life Companies June 1968 - December 1972
Education
Salve Regina University 1998 — 2000
MS, Management
American University 1972 — 1974
CPCU, Insurance
Lamar University 1964 — 1968
BBA, Economics
Villa St. Benedict May 2001 - Present
American General Life Companies 1997 - 1999
USLIFE Corporation/All American Life Ins. 1983 - 1997
Education
DePaul University 1966 — 1970
BSC, Marketing
American General Life Companies 2006 - Present
USAA March 1989 - June 2006
Skills
Insurance, Fixed Annuities, Life Insurance, Valuation, Reinsurance, Health Insurance, Actuarial Science
Education
Brown University
Mathematics
East Catholic High School
Waterbury Hospital September 2011 - Present
American General Life Companies 2007 - 2011
The Standard March 2006 - September 2007
Integrated Disability Resources August 1999 - March 2006
Skills
Disability Insurance, Employee Benefits, Claim, Workers Compensation, Insurance, Claims Management, Human Resources, Leave of Absence..., Health & Safety..., Health Insurance, Employee Wellness..., Employee Relations, Management
Education
Assumption College 1989 — 1994
BA, MA, Social Rehab and Counseling
Bridgton Academy
American General Life Companies January 2011 - Present
AIG 2011 - 2015
Texas Instruments March 1996 - April 2010
Skills
Competitive Analysis, Strategic Planning, Lead Generation, Online Marketing, Semiconductors, Strategy, Direct Marketing, Marketing, Online Advertising, Business Strategy, Integrated Marketing, Product Marketing, Corporate Communications
Education
Baylor University 1983 — 1987
Bachelor of Fine Arts (BFA), Graphic Design
Anthem, Inc. July 2005 - Present
American General Life Companies 1984 - 1998
Skills
Insurance, Underwriting, Process Improvement, Health Insurance, Microsoft Excel, Subrogation, Claim, Workers Compensation, Liability, Access, Customer Service, Employee Benefits, Litigation Management, Legal Liability, Claims Management, Life Insurance, Term Life Insurance, Casualty, Commercial Insurance, Medicare, Professional Liability, Claims Resolution, General Insurance, Brokers, Provider Relations, Whole Life, HIPAA, Call Centers, Claim Investigation
Education
Alverno College 1993 — 2000
Bachelors, Business Management & Computer Studies
St. Joan Antida High School 1979 — 1982
Urban Day School 1969 — 1978
University of Wisconsin-Milwaukee
American General Life Companies September 2010 - February 2013
AIG Bank January 2005 - January 2009
Pacific Bankcorp May 1998 - January 2005
Skills
Series 6, Series 63, CA Insurance License, Fixed Annuities, Series 7, Retirement, Life Insurance, Mutual Funds, Retirement Planning, Wealth Management, Insurance, 401k, Term Life Insurance, Investments, Securities, Strategic Financial..., Financial Services, Long-term Care, Financial Advisory, Mortgage Lending, Financial Planners, Estate Planning, Investment Advisory, Underwriting, Relationship Management, Health Insurance, relationship, Pensions, Asset Management, Wealth, Investment Management, Employee Benefits, Asset Allocation, IRAs, Risk Management, Investment Strategies, Whole Life, Finance, ETFs, Brokers, Disability Insurance, Variable Annuities, Executive Management, Equities, Portfolio Management, Alternative Investments, General Insurance, Business Relationship...
Education
California State University-Northridge
Bachelor of Science, Computer Science
TRUEbenefits LLC November 2012 - Present
Alliant Insurance Services February 2007 - November 2012
Cyganiak Planning May 2001 - January 2007
American General Life Companies April 2000 - May 2001
Skills
Insurance, Employee Benefits, Health Insurance, Marketing, Microsoft Excel, Life Insurance, Brokers, Account Management, Health Savings Accounts, Underwriting, Sales
Education
Columbia College 2008 — 2010
Master of Business Administration (M.B.A.)
University of Phoenix-Milwaukee Campus 2002 — 2006
Bachelor of Science (BS), Business Management
American General Life Companies August 2012 - Present
Genworth Financial March 2008 - July 2012
LifeStar Financial Network March 2006 - March 2008
WJ Christensen Enterprises August 2002 - March 2006
BISYS February 1998 - September 2002
Skills
Fixed Annuities, Term Life Insurance, Life Insurance, Insurance, Long-term Care, Retirement Planning, Universal Life, Retirement, Underwriting, Strategic Financial..., Sales, Financial Planning, Long Term Care Insurance
Education
Brigham Young University 1989 — 2004
International Relations, International Relations, Portuguese
AIG - Sun America Financial Group April 2011 - Present
American General Life Companies 2003 - Present
Education
New Your University 1982 — 1987
Master of Business Administration (MBA), Accounting and Finance
Dartmouth College 1978 — 1982
Bachelor of Arts (B.A.), Behavioral Sciences and Economics
American General Life Companies HR GeneralistCitibank, N.A.1978 - 1992
Education
Brookdale Community College
AAS, Business
bejceks and associates May 2011 - Present
American General January 1991 - May 2011
American General Life Companies 1991 - 2011
Skills
Fixed Annuities, Term Life Insurance, Disability Insurance, Life Insurance, Insurance, Long-term Care
Education
Eastern Illinois University 1964 — 1972
m.s in education, physiology
Northern Illinois University
3 Mark Financial Inc. April 2011 - Present
American General Life Companies June 2000 - April 2011
Travelers Life & Annuity October 1978 - June 2000
Skills
Estate Planning, Personal Financial..., Texas TaxBack Program, Business Planning, Retirement Planning, Life Insurance Premium..., Indexed Universal Life..., Fixed Annuities, Whole Life, Life Insurance, Financial Planners, Universal Life, Brokers, Disability Insurance, 401k, Wealth Management, Critical Illness, Underwriting, Long Term Care Insurance, Financial Services, General Insurance, Marketing, IRAs, High Net Worth..., Wealth, Financial Advisory, Pensions, Property & Casualty..., Small Business, Relationship Management
Education
The American College 1989 — 1990
CLU, ChFC
Central Connecticut State University 1967 — 1971
BS, Marketing
Computer Sciences Corporation October 1997 - Present
American General Life Companies 1997 - 2003
Western United Life Assurance April 1990 - October 1997
Skills
SDLC, PMP, Visio, Insurance, MS Project, COBOL, SharePoint, Consulting, Software Development, Testing, Business Process..., Requirements Analysis, Software Project..., IT Strategy, Vendor Management, Requirements Gathering, Management, Project Management, Business Analysis, PMO, Resource Management, Change Management, Business Intelligence, Program Management
Education
Eastern Washington University 1995 — 1997
MBA, Business Administration
Eastern Washington University 1988 — 1991
BBA, Business Administration, MIS focus
Zurich American Life Insurance Company January 2010 - Present
American General Life Companies February 2008 - January 2010
United States Life Insurance Company May 1991 - February 2008
United States Life Insurance Company May 1988 - May 1991
United States Life Insurance Company May 1986 - May 1988
United States Life Insurance Company October 1980 - May 1986
The Manhattan Life Insurance Company August 1975 - October 1980
Skills
Underwriting, Life Insurance, Reinsurance, Brokers, Universal Life, Term Life Insurance, Claim, Risk Management, Executive Management, Wealth, Mutual Funds, Financial Risk, Financial Planners, Series 7, Securities, Strategic Financial..., Casualty, Liability, Insurance Brokerage, 401k, Whole Life, Property & Casualty..., Actuarial Science, Benefits Administration, Medicare, Relationship Management, Insurance Law, Financial Services, Claims Management, Series 63, Retirement Planning, Pensions, General Insurance, Enterprise Risk..., IRAs, Workers Compensation, Wealth Management, Estate Planning, Critical Illness, Investments, Variable Annuities, Litigation Management, Solvency II, Retirement, Commercial Insurance, Long Term Care Insurance, Agents, Series 6, Small Business
Education
The American College 1988 — 1992
CLU
Baruch College, City University of New York (CUNY) 1970 — 1975
BBA, Marketing(Specialization in Insurance)
American General Life Companies January 2004 - Present
CNA Insurance February 1991 - July 2003
Cigna 1982 - 1991
Skills
New Business Development, Claim, Marketing, Management, Insurance, Underwriting, Health Insurance, Employee Benefits, Brokers, Disability Insurance, Universal Life, Term Life Insurance, Property & Casualty..., Process Improvement, Whole Life, Account Management, Life Insurance, Accident
Education
University of Illinois at Chicago 1979 — 1981
BS, Marketing
College of DuPage 1977 — 1979
AA, Marketing
Trustmark Mutual Holding Company 2010 - Present
Trustmark Insurance July 2006 - December 2009
American General Life Companies June 2004 - July 2006
GEFA March 2003 - June 2004
Horace Mann September 1982 - March 2003
Skills
Underwriting, Insurance, Employee Benefits, Actuarial Science, Accident, Universal Life, Critical Illness, Health Insurance, Disability Insurance, Long-term Care, Reinsurance, Life Insurance, Benefits Administration, Business Transformation, Leadership, Process Improvement, Brokers, Term Life Insurance, Health Savings Accounts, Claim, Group Insurance, Whole Life
Education
Ball State University 1979 — 1980
M.A., Actuarial Science
University of the Philippines 1973 — 1977
B.S., Mathematics
Ateneo de Manila University 1962 — 1973
High School, Kindergarten - High School
Compass Insurance Group,LLC March 2007 - Present
Compass Insurance Group LLC 2007 - Present
American General Life Companies 1985 - 2007
Skills
Insurance, Fixed Annuities, Medicare, Customer Service, Term Life Insurance, Strategic Planning, Long-term Care, Social Media, Life Insurance, Whole Life, Health Insurance, Universal Life, Small Business, Event Planning, Retirement, Sales, Critical Illness, Accident
Education
Butler University 1983 — 1985
Shelbyville HS 1979 — 1983
Aig American General September 1975 - June 2009
American General Life Companies 1975 - 2009
Old Line Life 1975 - 2009
Skills
Catastrophe, Insurance, Fixed Annuities, Investments, Brokers, Health Insurance, Claim, Life Insurance, Underwriting
Education
Bryant and Stratton Business College 1971 — 1974
Fashion Merchandising
Bryant and Stratton Business College 1971 — 1972
Fashion Merchandising
U.S. Career Institute
Medical Transcription/Transcriptionist, A
Mutual of Omaha August 2009 - Present
American General Life Companies 1986 - 2009
Skills
Life Insurance, Underwriting
Education
Dallas County Community College
Associate, Business
American General Life Companies Treasury Cash SpecialistAIG American General2002 - Present
Bank of Tokyo-Mitsubishi March 1985 - March 2002
Bank of Tokyo-Mitsubishi 1985 - 2002
Education
Brookdale Community College
Finance
American International Group, Inc. (AIG) 2000 - Present
American General Life Companies January 1991 - Present
AIG American General 1991 - Present
Education
Eastern Illinois University 1964 — 1969
MS +45hrs, Education
American General Life Companies April 2010 - Present
American General 1994 - Present
Skills
Insurance, Business Process..., Underwriting, Life Insurance, Brokers, Fixed Annuities, General Insurance, Health Insurance, Disability Insurance, Long-term Care, Universal Life, Term Life Insurance
Education
Alverno College 1989 — 1994
Business, Math, Computer Studies
Plateau Group June 2011 - Present
Guarantee Trust Life November 2005 - May 2011
consumer credit industry association 2010 - 2011
American General Life Companies January 1993 - December 2002
Security of America 1975 - 1993
Skills
Insurance, Property & Casualty..., Underwriting, Brokers, Team Building, Sales, Sales Management, Commercial Insurance, Reinsurance, General Insurance, Customer Retention, Marketing Strategy, Life Insurance, Risk Management, Executive Management, Health Insurance, New Business Development, Financial Services, Relationship Management, Professional Liability, Fixed Annuities, Term Life Insurance
Education
Robert Morris University 1982 — 1984
ma, business admin
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1977 — 1979
business
California University of Pennsylvania 1972 — 1974
ba, econ
Indiana University of Pennsylvania 1971 — 1972
business
Mon Valley Catholic High School 1968 — 1971
High school diploma, academic
Carroll jr high
American General Life Companies 2000 - 2010
J.P. Morgan 1997 - 2000
Skills
Insurance, Employee Benefits, Outlook, Asset Management, Pensions, Investments, Defined Contribution, Defined Benefit, Pension Funds, Mutual Funds, Sales, Fixed Annuities, Underwriting
Education
College of Saint Elizabeth 1961 — 1965
BA, English
Xstream Travel June 2015 - Present
American Airlines October 1995 - August 2001
American General Life Companies February 1991 - October 1995
Skills
Small Business, Coaching, Strategic Planning, Telecommunications, Public Speaking, Entrepreneurship, Customer Service, Leadership Development, Marketing, Marketing Strategy, Business Development, Business Planning, Fundraising, Nonprofits, Social Media Marketing
Education
CUNY New York City College of Technology 1979 — 1982
Associate of Arts and Sciences (A.A.S.), Art & Advertising Design
New York University
Bachelor of Applied Science (B.A.Sc.)
VALIC and AIG Annuity April 1994 - Present
KPMG Peat Marwick October 1987 - April 1994
American General Life Companies December 1980 - October 1987
Education
Drake University 1974 — 1978
BSBA, Actuarial Science and Accounting
Wells Fargo Home Mortgage March 2002 - Present
Wells Fargo Home Mortgage March 2002 - May 2006
American General Life Companies 1999 - 2002
American General Life Companies 1997 - 1999
American General Life Companies 1996 - 1997
Data Specifics Corporation 1991 - 1995
Skills
Mortgage Lending, Needs Analysis, Instructor-led Training, Training Delivery, Instructional Design, Leadership Development, Sales, Relationship Management, Consulting, Insurance, Customer Service, Training, Workshop Facilitation, Credit, Refinance, Organizational..., USDA, Performance Management, Leadership, Blended Learning, Team Building, Process Improvement, Financial Services, Mortgage Underwriting, Risk Management, Consumer Lending, Loans, Loan Origination, Mortgage Banking, Change Management, Onboarding, Employee Training, Coaching, Program Management, Learning Management, Customer Retention, Strategic Planning, Training Facilitation, Residential Mortgages, Call Centers, Banking, Mortgage Servicing, Captivate, Loan Servicing, Underwriting, Credit Analysis, SnagIt, VA loans, ADDIE
Education
Oklahoma State University
Master of Science (M.S.), Mass Communication, Broadcast Sales and Management
Eastern Illinois University
Bachelor of Arts (B.A.), Speech Communication
Springfield Southeast High School
Kitchen & Bath Cottage June 2001 - Present
Mary Ann Elston Photography October 1986 - Present
Terry M. Elston, Builder April 1998 - Present
American General Life Companies July 1986 - April 1988
Peat Marwick June 1985 - July 1986
Skills
Portraits, Portrait Photography, Wedding Photography, Photography, Seniors, Fine Art Photography, Weddings, Event Photography, Tiles, Cabinetry, Lighting, Art, Interior Design, Renovation, Photos, Plumbing, Digital Photography, Furnishings
Education
Louisiana State University 1982 — 1985
BS, Accounting
Art Institute of Houston 1986 — 1987
Associate of Arts (A.A.), Photography
Independent Mary Kay Beauty Consultant September 1974 - Present
Blue Diamond Growers April 1980 - August 1989
American General Life Companies 1973 - 1980
Education
Arizona State University 1965 — 1969
BS, Accounting
MetLife April 2001 - Present
American General Life Companies May 2000 - April 2001
CNA Insurance March 1998 - May 2000
Connecticut Mutual/Mass Mutual Life Insurance co January 1984 - March 1998
Skills
Underwriting, Life Insurance, Term Life Insurance, Insurance, Disability Insurance, Fixed Annuities, Reinsurance, Health Insurance, Brokerage Underwriting
Education
Central Connecticut State University 1978 — 1980
Business Administration
Pulaski High School 1973 — 1975
American General Life Companies AttorneyMcNitt & Loeb and predecessor law firms1992 - 2008
First Capital Life Insurance Company 1986 - 1992
Reliance Insurance Company 1977 - 1986
California State Department of Insurance 1972 - 1977
Education
New York University School of Law 1969 — 1971
LLM, Urban Affairs
Harvard Law School 1966 — 1969
JD
Bowdoin College 1962 — 1966
BA, Economics
African Methodist Episcopal Church September 1979 - Present
African Methodist Episcopal Church September 1979 - Present
African Methodist Episcopal October 1977 - Present
African Methodist Episcopal October 1977 - Present
American General Life Companies January 1973 - December 1998
Tropical Shipping Company January 1966 - December 1973
Skills
Event Planning, Youth Ministry, Volunteer Management, Philosophy of Religion, Discipleship Training, Biblical Studies, Religion, Preaching, Discipleship, Missions, PowerPoint, Community Outreach, Theology, Pastoral Care, Leadership Development
Education
Escuela Juan Brooks
Universidad Tecnológica de Honduras
Bachelor of Business Administration (B.B.A.), International Business
American General Life Companies July 2000 - July 2011
Pearle Vision January 1995 - January 1998
Education
Brookdale Community College 1984 — 1987
associate in applied science, psygology
Mountain Brooke Wealth Management, LLC March 2006 - Present
Mountain Brooke Wealth Management, LLC March 2006 - Present
Mountain Brooke Wealth Management, LLC March 2006 - Present
Mountain Brooke Wealth Management, LLC March 2006 - Present
Producers Equity Group, LLC February 2006 - April 2015
Financial Planning Association (FPA) 2013 - 2015
Financial Planning Association (FPA) 2013 - 2014
Financial Planning Association (FPA) 2013 - 2014
American General Life and Accident June 2005 - March 2006
American General Life Companies September 1994 - March 2006
Skills
Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Estate Planning, Strategic Financial..., Investments, Wealth Management, Life Insurance, Wealth, Financial Services, Financial Planners, Insurance, Securities, 401k, IRAs, Equities, Finance, Portfolio Management, Recruiting, Long-term Care, Asset Allocation, Investment Advisory
Education
Belmont University 2008 — 2009
Certification for Certified Financial Planner (TM), Financial Planning and Services
Austin Peay State University 1991 — 1993
Bachelors of Business Administration, Marketing, Sales, and Finance
Chattanooga State Technical Community College 1990 — 1991
Business, Finance, Economics, Business Law
The University of Tennessee at Chattanooga 1989 — 1989
Business Administration
Truett-McConnell Baptist College 1988 — 1989
Gordon Lee Memorial High School
American General Life Companies April 2013 - Present
National Life Group September 1995 - April 2013
Skills
Financial Systems, Financial Systems..., Actuarial Systems, Lawson Software, Business Analysis, Process Improvement, Large Scale Systems..., Budget, Budgets, Large Scale Systems, Vendor Management, ERP, SDLC, Business Intelligence, Business Process..., Sarbanes-Oxley Act, IT Strategy, Risk Management, Requirements Gathering, Analysis, Business Process, Requirements Analysis, Business Objects, Software Project..., Finance, Leadership, Information Technology, Data Warehousing, Integration, Financial Services, Visio, Insurance
Education
University of Virginia 1992 — 1994
MS, Statistics
Christopher Newport University 1988 — 1992
BS, Mathematics
Coursera
Coursera
American General Life Companies April 2013 - Present
Kemper Insurance July 2010 - July 2012
Education
Ashford University 2010 — 2011
Bachelor, Criminal Justice
Rust Consulting November 2007 - Present
American General Life Companies 1990 - October 2007
Education
Concordia University-St. Paul 1997 — 1999
BA, Organizational Management and Communication
American General Life Companies 2001 - Present
Education
Alverno College 1980 — 1983
B.A., Communications
Greendale High School 1973 — 1977
Colonial Life May 2012 - Present
American General Life Companies September 2011 - July 2012
Ravenwood Paintings April 2008 - September 2011
Massage Therapist September 2002 - September 2006
Virginia Collectibles June 2003 - September 2005
US Navy April 1984 - May 2004
Skills
Military Experience, Project Management, Operations Management, Program Management, Resource Management, Department..., Team Leadership, Account Management, Human Resources, Office Administration, Project Planning, Policy Writing, Investigation, Career Counseling, EEO Reporting, Herpetology, Painting, Carpentry, Construction, Life Insurance, Health Insurance, Retail Sales, Retail Marketing, Telemarketing, Occupational Testing, Quantity Surveying
Education
Florida State University 1981 — 1984
Bachelor of Arts (BA), Anthropology
Stratford Career Institute 2007 — 2008
Certified Home Inspector
Maryland Wildlife Rehabilitators Associated, Inc and Wildlife Rescue, Inc 2004 — 2005
Turtle Rehabilitation; and Wildlife Capture, Rescue and Transport
Potomac Massage Therapy Institiute (PMTI) 2000 — 2001
Certified Massage Theraptist, Swedish and Deep Tissue Massage
Naval Physical Security & Law Enforcement 1995 — 1995
Supervisor Course
Central Michigan University 1987 — 1989
Business Administration and Management, General
Naval Alcohol Rehabilitation Counselor School 1987 — 1987
Drug and Alcohol Counseling
Brevard Community College 1979 — 1981
Associate of Arts (AA), General Studies
USDA's Graduate Program
Projects Managements Course
USDA's Graduate School
Federal Appropriations Law
American General Life Companies July 2008 - Present
American General Life Companies July 2008 - June 2011
AT & T August 2006 - July 2008
Education
Eastern Illinois University 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Wells Fargo Advantage Funds December 2013 - Present
American General Life Companies 1990 - 2012
Skills
Project Management, Email Marketing, Content Managed Websites, Analytic Problem Solving, Customer-focused Service, User Experience Testing
Education
Carroll College
Bachelor of Science (BS), Finance, General
Milwaukee Area Technical College
World Financial Group/Transamerica As a business owner with World Financial Group/Transamerica, I provide financial education and guidance to families and individuals.AssociateSelf-employedFebruary 2010 - Present
P & M Childcare,Inc. June 1991 - October 2011
American General Life Companies April 1982 - June 1991
Skills
Estate Planning, Retirement Planning, Life Insurance, Long-term Care, Wealth Management, Financial Education
Education
Anthem College-Phoenix 2006 — 2010
Business Administration and Management, General
Lamar University 1978 — 1980
DeBakey High School for Health Professions 1975 — 1978
AIG Life & Retirement August 2014 - Present
American General Life Companies October 2002 - August 2014
Corporate Systems April 2000 - October 2002
Skills
Visio, Requirements Gathering, Access, Systems Analysis, Insurance, Business Analysis, Analysis, VBA, Process Improvement, Data Analysis, Life Insurance, Business Requirements, Investments, Project Coordination, Visual Basic, Technical Writing, Creative Writing, Content Development, Blogging, System Architecture, Quality Center, SDLC, Requirements Analysis, SQL
Education
Amarillo College
Associate's degree, Business Administration and Management, General
West Texas A&M University
Bachelor of Business Administration (BBA), Computer and Information Sciences and Support Services
5/3rd Bank October 2014 - Present
American General Life Companies March 2011 - February 2014
Skills
Insurance, Underwriting, Health Insurance, Life Insurance, General Insurance, Retirement Planning, Business Analysis, Process Improvement, 401k, Call Centers, Leadership, Training, Customer Service, Business, Claim, Disability Insurance, Microsoft Office, Microsoft Excel, Sales, Team Building
Education
Cleveland State University
Bachelor Business Administration, Business Administration, Management and Operations
Berry Corporation July 2005 - Present
Long Hollow Baptist Church July 2001 - February 2005
First Baptist Church September 2000 - June 2001
HCA January 1994 - December 1999
American General Life Companies June 1992 - January 1994
State of Tennessee August 1989 - June 1992
Skills
Accounts Payable, Accounts Receivable, Payroll, Payroll Taxes, Sales & Use Tax, Cash Management, Credit Cards, Internal Audit, Physical Inventory, Contract Management, Licensing, Accounting, Budgets, Bank Statements, Sales Management, Human Resources, Legal Compliance, Consulting, Employee Benefits, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, QuickBooks, Small Business
Education
Austin Peay State University 1985 — 1989
Bachelor of Business Administration (BBA), Accounting
Home Depot December 2014 - Present
Western & Southern Life July 2014 - Present
American General Life Companies August 2004 - February 2014
Life Insurance Co of Georgia May 1992 - August 2004
NAPA Auto Parts May 1987 - May 1992
Audie Brown Automotive May 1982 - May 1987
Skills
Underwriting, Computers, LUTCF, Annuity Sales, Disability Insurance, Resource Mapping, Microsoft Excel, Microsoft Word, Microsoft Office, Adobe Photodeluxe, Adobe Creative Suite, Microsoft Publisher, Computer Graphics, Sound Forge, Sound Mixing, Photoshop
Education
Francis Marion University 1978 — 1980
Math, 2 years
Williamsburg Technical College 1981 — 1983
Computer Application, 2 Years
United American Insurance Company September 2012 - Present
American General Life Companies 1993 - 2007
Shoneys 1983 - 1993
Skills
customer service, learns quickly, competitive, versatile, adaptable
Education
Clemson University 1982 — 1983
none
none
American General Life Companies July 2015 - Present
Skills
Online Advertising, Digital Marketing, Email Marketing, Marketing Strategy, Online Marketing
Education
California State University-Sacramento
Master of Arts (M.A.), Mathematics