AmerUs Group
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AmerUs Group Employees
Nations Direct Mortgage October 2014 - Present
ClearVision Funding March 2013 - September 2014
IMPAC October 2011 - March 2013
Sierra Pacific Mortgage September 2010 - October 2011
Security National Mortgage August 2007 - September 2010
Fieldstone Investment July 2002 - May 2007
First Franklin Financial Corp. August 1997 - July 2002
AmerUs Group January 1993 - July 1997
Skills
Refinance, FHA, Mortgage Banking, VA loans, Mortgage Lending, Loan Origination, Residential Mortgages, USDA, Certified Mortgage..., Reverse Mortgages, Business Development, FHA financing, Foreclosures, Loans, Sales, REO, Government Loans, Real Estate, Mortgage Underwriting, Credit, Construction Loans, Account Management, Home Equity Loans, Underwriting, VA Loans, Consumer Lending, Credit Analysis, Mortgage Marketing, Selling, Debt Consolidation, Investment Properties, Marketing, Home Equity Lines of..., First Time Home Buyers, Real Estate Financing, Banking, Mortgage Servicing
Education
DePaul University 1986 — 1989
business
Moore Market Intelligence May 2005 - Present
Wink, Inc May 2005 - Present
Financial Plus Credit Union April 2010 - January 2012
Principal Financial Group August 2004 - May 2005
AmerUs Group April 1999 - August 2004
Skills
Competitive Intelligence, Policy Analysis, Keynote Speaker, Insurance, Marketing, Product Development, Fixed Annuities, Universal Life, Whole Life, Term Life Insurance, Market Intelligence, Market Research, Technical Writing, Published Author, Competitive Analysis, Product Innovation, Advocacy, Financial Regulation, Software Development, Market Analysis, Financial Reporting, Strategic Consulting, Continuing Education, Dynamic, Building Relationships, Social Networking, Professional Networking, Annuities, Database Administration, Insurance Administration, Organizing, Formal Presentations, Training Presentations, Sales Presentations, Press Releases, Media Relations, Web Design, Web Development, Sales Support, Illustration, Technical Illustration, Training Skills, Simplification, Confidentiality, Business Intelligence, Distribution, Case Management, Able To Multi-task, Speaking Engagements, Public Speaking
Education
Grand View College 2009 — 2010
Political Science
University of Northern Iowa 2003 — 2004
Graceland University 1994 — 1997
Lamoni HS 1990 — 1994
Urbandale HS 1990 — 1992
Nationwide Insurance July 2006 - Present
AmerUs Group July 2003 - July 2006
QuikTrip July 1999 - June 2003
Skills
Actuarial Science, Property & Casualty..., Microsoft Excel, Visual Basic, Analysis, Data Mining, Pricing, Insurance, Access, Risk Management, Business Analysis
Education
Drake University 1999 — 2003
BSBA, Actuarial Science
Advisors Excel September 2013 - Present
Aviva USA February 2012 - September 2013
Aviva USA January 2005 - February 2012
AmerUs Group May 2003 - January 2005
Skills
Life Insurance, Retirement, Process Improvement, Marketing, Strategic Planning, Risk Management, Retirement Planning, Public Speaking, Training, Call Center, Relationship Management, Investments, Call Centers, Sales, Sales Operations, Employee Benefits, Insurance, Fixed Annuities, Management, Customer Service, Financial Planning
Education
Kansas State University 1999 — 2002
Bachelor of Arts (B.A.), Psychology
Kansas State University 1998 — 2002
Bachelor's degree, Psychology
AIG January 2015 - Present
Perry Insurance Associates, Inc. July 1980 - Present
Athene USA January 2014 - Present
Accordia Life -A Global Atlantic Company January 2015 - Present
Aviva USA September 2010 - December 2013
AmerUs Group January 2008 - 2010
Indianapolis Life Ins 1982 - 2008
Krevolin & Donato, P.C May 1990 - December 1990
Law Office of Corey C Shaw November 1988 - May 1990
Skills
Life Insurance, Term Life Insurance, Whole Life Insurance, Indexed Life Insurance, Universal Life, Fixed Annuities, Indexed Annuities, Disability Insurance, Inheritance Tax Planning, Estate Planning, Business Planning
Education
Boston University School of Law 1989 — 1990
LLM, Tax Law
New England School of Law 1986 — 1989
JD, cum laude, Law, Cum Laude
Indiana University Bloomington 1982 — 1986
B.A., English & Minor in Art History
North Haven High School 1979 — 1982
Cum Laude
Mountain Retreat January 2013 - Present
Aviva USA November 2006 - December 2012
AmerUs Group January 1999 - November 2006
Cigna June 1991 - September 1998
Connecticut Mutual Life Insurance Company September 1989 - June 1991
Cigna June 1978 - September 1989
Skills
Distribution Strategies, Strategic Hiring, Collaboration, Sales Management, Client Relations Skills, Business Strategy, Team Management, Communication Skills, Management, Start-ups, Life Insurance, Financial Services, Sales, Underwriting, Fixed Annuities, Insurance, Retirement, Term Life Insurance, Financial Planning, Retirement Planning, Strategy, Employee Benefits, Strategic Planning
Education
The University of Connecticut School of Law 1982 — 1986
J.D., Law
University of Michigan 1977 — 1978
M.A., English Language and Literature, General
Boston College 1973 — 1977
B.A., English Language and Literature, General
Fidelity & Guaranty Life July 2014 - Present
Athene USA October 2013 - July 2014
Aviva USA January 2011 - September 2013
Aviva USA January 2010 - December 2011
Aviva USA January 2008 - December 2009
Aviva USA November 2006 - December 2007
AmerUs Group January 2004 - November 2006
AmerUs Group May 2001 - December 2003
Indianapolis Life Insurance Company 1987 - 2001
Firstmark Financial Group 1987 - 1987
Skills
Change Management, Financial Reporting, IFRS, ALM, Insurance, Strategic Leadership, Finance Transformation, Performance Management, Trusted Business Partner, Investment Management, Treasury Management, Audit Management, Risk Management, Strategic Planning, Planning Budgeting &..., High Performance Teams, Customer-focused, Business Integration, Operational Improvement, Manage Complex Projects, Corporate Finance, Financial Results, Financial Statement..., Financial Analysis, Financial Operations, Internal Controls, P&L Financial Management, Strategic Finance, US GAAP, Statutory Accounting, Fixed Income Portfolio..., Building Organizational..., Driving Performance, Executive Presentations, Internal & External..., Senior Executive..., Leadership Management, Senior Finance, Performance Culture, Strategy to Execution, CFOs, Controllers, Treasurers, MBA, Chartered Financial..., CMA, CPA, Drive Results, Work in A Fast-paced..., Self-motivated Team...
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA), Finance and Marketing
Indiana University Bloomington
Bachelor of Science (BS), Accounting
Principal Global Investors June 2001 - Present
AmerUs Group October 1997 - June 2001
Education
Drake University 2000 — 2002
Master of Business Administration (M.B.A.)
University of Northern Iowa
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
American General Life Companies May 2008 - Present
Deloitte Consulting LLP September 2004 - May 2008
AmerUs Group September 2002 - September 2004
BMA November 1998 - September 2002
New England Financial August 1994 - November 1998
Northwestern College January 1990 - June 1994
Skills
Actuarial Science, Insurance, Life Insurance, Risk Management, Actuaries, Enterprise Risk..., Financial Reporting, SAP, Embedded Value, Valuation, Management
Education
Indiana University Bloomington 1987 — 1989
Mathematics
Indiana State University 1983 — 1985
M.S., M.A., Mathematics, Music Theory
Hope College 1979 — 1983
B.A., Music, Mathematics
George K. Baum & Company August 1998 - Present
IFS Financial October 1997 - July 1998
AmerUs Mortgage October 1996 - September 1997
AmerUs Group June 1993 - October 1996
The Burton Group June 1989 - June 1993
KPMG Peat Marwick June 1981 - June 1987
Skills
Financial Management, Mergers, Banking, Securities, Insurance, Securities Regulation, Compliance
Education
Harvard Business School 1987 — 1989
MBA, General Management
Stanford University 1977 — 1981
BS, Mathematical Sciences
National Association of Insurance Commissioners (NAIC) April 2014 - Present
Athene Life Insurance Company July 2008 - March 2014
Security Benefit November 2006 - June 2008
AmerUs Group January 1998 - October 2006
Fortis Benefits May 1996 - December 1997
Skills
Actuarial Science, Business Intelligence, Financial Analysis, Data Warehousing, VBA, Business Objects, Business Analysis, SQL, Access, Data Mining, T-SQL, Database Design, Analytics
Education
Washburn University 1993 — 1997
Bachelor of Science (B.S.), Mathematics Actuarial Specialization
Pittsburg State University 1978 — 1980
Certificate of Completion, Automobile/Automotive Mechanics Technology/Technician
Aviva USA 2006 - Present
American Equity 2003 - 2006
MetLife 1998 - 2003
Reliastar Life Insurance Company 1996 - 1998
AmerUs Group 1987 - 1996
IMT Insurance 1980 - 1987
GuideOne Insurance 1976 - 1982
Skills
Novels, Published Author, Books, Freelance Writing, Poetry, Ebooks, Creative Writing, Publishing, Blogging, Editorial, Fiction Writing, Fixed Annuities, Fiction, Insurance, Life Insurance, Retirement
Education
Des Moines Area Community College
Swiss Re February 2014 - Present
Swiss Re July 2007 - February 2014
Swiss Re July 2006 - July 2007
Drake University August 2003 - May 2006
Swiss Re May 2005 - July 2005
AmerUs Group September 2004 - December 2004
Skills
Actuarial Science, Analysis, Financial Analysis, Insurance, Portfolio Management, Pricing, Property, Reinsurance, Risk Management, Strategy, Underwriting, Valuation
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Business Administration and Management, General
Drake University 2002 — 2006
Bachelor of Science, Business Administration; Actuarial Science/Finance
Accordia Life December 2014 - May 2015
Global Atlantic Financial Group October 2013 - December 2014
Aviva USA October 2008 - October 2013
M&I Bank January 2004 - September 2008
AmerUs Group May 2002 - January 2004
AmerUs Group September 2001 - May 2002
Skills
Insurance, Life Insurance, Finance, Mortgage Lending, Customer Service, Loans, Curriculum Development, Training, PowerPoint development, Sales Management, Estate Planning, Relationship Management, Retirement Planning, Financial Services, Sales Operations, Sales, Marketing, Retirement, General Insurance, Customer Retention, Account Management, Business Planning, Leadership, Banking, Term Life Insurance, Universal Life, Credit, Risk Management, Strategic Financial..., Building Relationships, Employee Benefits, Sales Presentations, Financial Risk
Education
AIB College of Business 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
AIB College of Business 1998 — 2000
Associate's degree, Business and Finance
Southeast Warren High School 1995 — 1998
Accordia Life October 2013 - Present
Aviva USA May 2011 - October 2013
Aviva USA 2007 - May 2011
CUNA Mutual Group 2005 - 2007
Nationwide Financial 2004 - 2005
CUNA Mutual Group 2000 - 2004
AmerUs Group 1994 - 2000
Education
University of Wisconsin-Madison - School of Business 2003 — 2007
MBA, Business
University of Northern Iowa 1985 — 1989
BA, Accounting
University of Chicago Medicine October 2014 - Present
True Process March 2013 - July 2014
True Process December 2011 - March 2013
True Process March 2011 - December 2011
Softek Solutions, Inc. October 2007 - March 2011
Northwestern Memorial Hospital June 2004 - October 2007
Cerner Corporation January 2002 - June 2004
Alcoa May 2000 - August 2000
AmerUs Group May 1999 - June 2000
Skills
Healthcare IT, Cerner, Account Management, Public Speaking, EMR, Hospira, ITIL Process, Service Desk, Healthcare Information..., ITSM, IT Service Management, Project Management, HL7, Integration, Business Analysis, ITIL, Process Improvement, Consulting, Business Development, Visio, Strategy, SharePoint, Program Management, Team Building, Leadership, Healthcare, EHR, Disaster Recovery, Business Intelligence, Informatics, Software Implementation, Enterprise Software, Cross-functional Team..., Software Documentation, IT Strategy, HIPAA, Information Technology, Databases, Sales, Professional Services, IT Management, Business Process, Troubleshooting, Networking, Vendor Management
Education
Northwestern University 2012 — 2014
Master of Science (M.S.), Medical Informatics
Iowa State University 1998 — 2001
Bachelor of Science (B.S.), Management Information Systems
United township high school 1994 — 1998
Prudential Financial December 2013 - August 2015
Syncada LLC July 2010 - November 2013
Walker Methodist March 2010 - July 2010
Carlson Hotels Worldwide 2005 - 2009
Carlson Hospitality Worldwide 2005 - 2009
Carlson 2001 - 2005
Carlson Marketing Group 1998 - 2002
AmerUs Group 1996 - 1998
Norwest Mortgage 1991 - 1995
Skills
Talent Management, Recruiting, Performance Management, Employee Management, Employee Relations, Employee Engagement, Succession Planning, HRIS, Organizational..., Management, Training, Human Resources, Employee Benefits, Deferred Compensation, Organizational..., Change Management, Personnel Management, Leadership, Labor Relations, Payroll, Strategy, Hiring, Onboarding, Mergers & Acquisitions, Cross-functional Team..., Talent Acquisition, New Hire Orientations, Strategic Planning, Workforce Planning, Start-ups, Benefits Administration, Employee Training, Coaching, Organizational Design, Applicant Tracking..., HR Policies, Executive Coaching, HR Consulting, College Recruiting, Leadership Development, Staff Development, Compensation & Benefit, Interviews, Employer Branding, Technical Recruiting
Education
Creighton University 1988 — 1991
BA, Psychology
Dowling High School
Strategic Medical Consulting, Inc. April 2007 - Present
Indiana Farm Bureau Insurance Company 2010 - Present
First Financial Resources, LLC 2007 - Present
TexIns Solutions, LTD May 2011 - Present
Hannover Life Reassurance Company of America July 2012 - Present
American Academy of Insurance Medicine (AAIM) 1993 - Present
TFP Brokerage/The Financial Partners April 2013 - December 2014
RiverSource Life Insurance Company August 2013 - January 2014
AVIVA USA Life Insurance Company 2003 - 2007
AmerUs Group 2001 - 2003
Skills
Life Insurance risk..., Clinical medicine, Life insurance field..., Corporate underwriting..., Balancing risk life..., High income market, Insurance, Insurance Claims, Claim Analysis, Risk Assessment, Brokerage, Life insurance, Internal Medicine, Medical records, Underwriting expertise, Medical Underwriting, Underwriting, Life Insurance, Medicine, Healthcare Information..., Term Life Insurance, Risk Management, Whole Life, Medical Records, Claim, Healthcare, Small Business, Brokers, Reinsurance, Strategy, Claims Management, Claim Investigation, Marketing, Retirement, Long-term Care
Education
Scott & White Memorial Hospital 1977 — 1980
Internal Medicine Residency
Louisiana State University School of Medicine in New Orleans 1973 — 1977
Medical Degree
The University of Texas at Austin 1969 — 1973
BA, Anthropology
itSMF USA Eastern Iowa LIG 2009 - Present
Farm Bureau Financial Services May 2007 - Present
FBL Financial Group, Inc May 2007 - Present
Weight Watchers May 2003 - Present
Dam to Dam Committee January 2003 - Present
Early Risers Toastmasters 2008 - 2012
Toastmasters 2008 - 2011
BeautiControl 2008 - 2009
FBL Financial Group, Inc. 2007 - 2008
AmerUs Group 1994 - 2007
Skills
Process Improvement
Education
Villanova University 2007 — 2008
Business
Pink Elephant, Third Sky, ITSM Academy 2003 — 2008
ITIL Processes
Des Moines Area Community College 1984 — 1986
Augustana University (SD) 1979 — 1983
Computter Science
Wellsburg Community 1971 — 1975
High School
Howard Hanna Real Estate Services January 2015 - Present
Rainbow Babies & Children's Hospital 2010 - Present
Home Sweet Home June 2001 - Present
US Bank October 1997 - March 2001
M&I Bank September 1996 - September 1997
AmerUs Group August 1994 - September 1996
Firstar Bank Iowa September 1992 - July 1994
National MS Society September 1991 - August 1992
Iowa Lutheran Hospital January 1990 - August 1991
Skills
Internal Communications, Direct Marketing, Social Media, Public Relations, Event Planning, Media Relations, Strategic Planning, Nonprofits, Advertising, Marketing, Real Estate License, Real Estate Transactions, Real Estate Marketing, Creative Real Estate...
Education
University of Northern Iowa 1987 — 1991
Communication/Public Relations, Business, Journalism, Public Speaking
HEBA Board of Directors 2013 - 2015
HEBA Board of Directors 2013 - 2015
Grange Mutual Casualty Companies January 2006 - December 2013
WellPoint 2004 - 2005
Anthem Life 1995 - 2000
Harle Associates 1993 - 1995
AmerUs Group 1987 - December 1992
Inter-State Assurance 1980 - 1987
Skills
Strategy, Inbound Marketing, Blogging, Marketing, Strategic Planning, Business Analysis, Cross-functional Team..., Insurance, Leadership, Sales, Project Management, Process Improvement, Team Building, Change Management, Account Management, Program Management, Business Process..., Analytics, Project Portfolio..., Product Management, Vendor Management, Management, New Business Development
Education
Otterbein University 2003 — 2005
MBA, Business
University of Akron 1971 — 1978
B. A., Mass Media Communications
Brokers International Ltd. June 2005 - Present
AmerUs Group November 2001 - May 2005
Interstate Assurance Company April 1985 - September 2001
Principal Financial Group January 1983 - April 1985
Skills
Annuities, Insurance, Financial Planning, New Business Development, Marketing Strategy, Product Development, Market Research, Public Speaking, Retirement, Strategic Financial..., Fixed Annuities, Team Building, Financial Planners, Long-term Care, Variable Annuities, Life Insurance, Sales, Account Management, Risk Management, Employee Benefits, Investments, Leadership, Retirement Planning, Sales Management, Training, Marketing, Term Life Insurance, Estate Planning, Financial Advisory, Small Business, Management, 401k, Financial Services, IRAs, Disability Insurance, Long Term Care Insurance, Whole Life, Brokers, Relationship Management, Underwriting, Property & Casualty..., General Insurance, Medicare, Series 6, Universal Life, Wealth, Highly self-motivated, Highly Dedicated, Highly Reliable, Highly personable
Education
The American College 1988 — 2001
ChFC, Chartered Financial Consultant
The American College 1986 — 1987
CLU, Chartered Life Underwriter
Life Office Management Association 1983 — 1985
FLMI
Iowa State University - College of Business 1980 — 1982
BBA, Finance
Central College 1979 — 1980
Meservey-Thornton High School 1975 — 1979
Diploma, College Prep
Commerce Bancshares, Inc. May 1999 - Present
Northeast Johnson County Chamber of Commerce January 2013 - Present
The Folly Theater January 2011 - June 2014
AmerUs Group June 1997 - May 1999
Skills
Small Business Lending, Banking, Commercial Lending, Loans, Commercial Banking, SBA, Consumer Lending, Finance, Small Business, Sales Management, Management, Financial Services, Business Development, Customer Service, Sales, Cash Management, Leadership, Credit, Credit Analysis, Financial Analysis, Marketing Strategy, Relationship Management, Retail Banking, Risk Management, Lines Of Credit
Education
Fort Hays State University 1999 — 2001
Business
Penn Foster College
Finance
Orchestrate, LLC January 2011 - Present
Foster Group December 2012 - Present
Foster Group, Inc. September 2004 - December 2012
University of Iowa 2008 - 2010
AmerUs Group May 2001 - September 2004
Skills
Process Management, Change Management, Salesforce.com, Leading Change, New Business Development, Operations Management, IT Strategy, Business Intelligence, Strategy, Business Development, Process Improvement, Management, Analysis, CRM, Sales, Project Management, Leadership, Financial Services
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
Masters, Business Administration
Simpson College 1997 — 2001
Bachelor of Arts, Management, Economics
LendTrade April 2000 - Present
AmerUs Group August 1999 - April 2000
AmerUs Group May 1998 - August 1999
AmerUs Group May 1997 - May 1998
AmerUs Group January 1994 - May 1997
AmerUs Group August 1992 - January 1994
Skills
New Business Development, Whole Loan Trading, Secondary Marketing, Securitization, Structured Finance, Contract Negotiation, Capital Markets, Loans, Secondary Market, ABS, Financial Modeling, Commercial Mortgages, Portfolio Management, Negotiation, Credit, Investments, Residential Mortgages, Entrepreneurship, Banking, Financial Structuring
Education
University of Iowa 1987 — 1991
BBA, Finance
Drake University 1992 — 1995
MBA, 1995
First Consulting & Administration, Inc. August 2014 - Present
Law Office of Kevin W. Mechtley January 2010 - August 2014
Athene USA January 2010 - August 2014
Aviva Life Insurance December 2007 - January 2010
Kansas Secretary of State May 2007 - December 2007
AmerUs Group 2006 - 2007
Skills
Legal Writing, Litigation, Legal Research, Insurance Law, Insurance, Fixed Annuities, Employment Law, Legal Issues, Corporate Law, Administrative Law, Regulatory Compliance, Life Insurance, Risk Management, Leadership, Strategic Planning, Negotiation, Policy, Human Resources, Mediation
Education
Washburn University School of Law 2006 — 2009
Doctorate, Law
University of Kansas 2002 — 2006
BA, Political Science
Farm Bureau Financial Services May 2014 - Present
Global Atlantic Financial Group Limited October 2013 - May 2014
Aviva USA May 2011 - October 2013
Aviva USA May 2009 - May 2011
Aviva USA April 2008 - May 2009
Aviva USA December 2004 - April 2008
AmerUs Group January 2003 - December 2004
ConAgra Foods June 2002 - March 2003
AmerUs Life May 2001 - August 2001
Gateway June 2000 - August 2000
Skills
Insurance, Fixed Annuities, Life Insurance, Process Improvement, Risk Management, Strategic Planning, Business Analysis, Vendor Management, Project Management, Analysis, Financial Risk, Actuarial Science, Customer Service, Microsoft Excel, Leadership, Mathematics, Problem Solving, Quality Center, Recruiting, User Acceptance Testing, Visual Basic, Requirements Gathering, Term Life Insurance, Data Analysis, Relationship Management, Software Documentation, Call Centers, Offshoring, Operational Planning, Integration, Whole Life, Software Development, Software Project..., Software Design, SharePoint, Illustrations - Life, Illustrations -..., Inforce Illustrations, Operations Management, Disability Insurance, Economic Capital, Health Insurance, Reinsurance, Retirement, SDLC, Strategic Financial..., Variable Annuities, Visio
Education
Iowa State University 2003 — 2006
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Northern Iowa 1998 — 2002
Bachelor of Arts (BA), Actuarial Science & Statistics
Bishop Heelan High School 1994 — 1998
High School Diploma
NYC Health and Hospitals Corporation September 2005 - Present
ANE Technology March 2005 - July 2005
Midland Computer January 2004 - March 2005
Wells Fargo Home Mortgage June 2003 - December 2003
Advanced Network Technologies April 1998 - May 2003
AmerUs Group 1999 - 2001
GAZ Group 1994 - 1998
Skills
Windows Server, Microsoft SQL Server, SQL Tuning, Data Center, Disaster Recovery, Network Engineering, Healthcare Information..., Project Management, VMware ESX, Integration, Active Directory, Visio, Firewalls, Virtualization, Enterprise Architecture, VMware, Citrix, Business Intelligence, Databases, ITIL, SQL, Enterprise Software, System Deployment, Solution Architecture, High Availability, Cluster, Server Architecture, Networking, Windows, SharePoint, DNS, Unix, Cisco Technologies, Servers
Education
Nizhniy Novgorod State Technical Universitynamed after R.Y. Alekseev (NSTU) 1988 — 1994
Master's degree, Electrical, Electronics and Communications Engineering
telematic.io August 2015 - Present
Principal September 2014 - Present
Next Generation Consulting 2004 - 2014
Madison Area Technical College 2002 - 2006
Small Business Development Center April 2003 - January 2004
University of Wisconsin-Madison 1999 - 2002
EVP Coffee 1998 - 1999
Pallotta TeamWorks 1996 - 1998
RSA Royal & Sun Alliance, formerly Viking Insurance 1996 - 1997
AmerUs Group 1991 - 1996
Skills
Strategic Planning, Project Management, Forecasting, Trend Forecasting, Research, Business Planning, Social Media, Social Media Marketing, Marketing, Leadership, Event Planning, Fundraising, Futuring
Education
University of Houston 2012 — 2012
Masters of Science in Futures Studies in Commerce Certificate, Futures Studies
Drake University 1992 — 1994
Master of Business Administration (M.B.A.), Finance
University of Iowa 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Actuarial Science
Spence Cassidy & Associates, LLC December 2008 - Present
Spence Cassidy & Associates, LLC, a General Agency of the companies of OneAmerica 2001 - Present
AmerUs Group May 1995 - May 2001
New England Mutual Life Ins Co October 1988 - May 1995
Education
Arizona State University 1980 — 1983
Bachelor’s Degree
University of Illinois at Urbana-Champaign 1977 — 1979
East Aurora High School 1974 — 1977
Federal Home Loan Bank of Des Moines August 2004 - Present
AmerUs Group November 2000 - August 2004
PricewaterhouseCoopers 1998 - 2000
Education
Indiana University - Kelley School of Business 1994 — 1998
MBA, Finance
The University of Kansas 1987 — 1992
BS, Engineering
Tonkawa Gaming Enterprise March 2010 - September 2011
Aviva USA October 2009 - March 2010
The Baking Company February 2007 - January 2009
DeWaay Capital Management April 2005 - February 2007
AmerUs Group August 2004 - April 2005
Lakeside Casino Resort August 2002 - April 2004
UtiliQuest, LLC April 2001 - July 2002
Atmel January 2000 - March 2001
MTB Enterprises, Inc January 1988 - January 2000
Skills
Employee Relations, HRIS, Recruiting, Employee Benefits, Human Resources, Organizational..., Deferred Compensation, Personnel Management, Change Management, Training, Leadership, Management, Payroll, Program Management, New Hire Orientations, Hiring, Policy, Strategic Planning
Education
AIU
BA, Human Resources Mgmt
Kirkwood Community College
AA, Marketing
Mt Mercy CollegeNursing
Bradshaw, Fowler, Proctor & Fairgrave, P.C. July 2009 - Present
Iowa Foundation for Medical Care October 1999 - July 2009
AmerUs Group May 1996 - October 1999
Wellmark (BCBS of Iowa) October 1992 - May 1996
Midland Computer September 1990 - October 1992
Education
Des Moines Area Community College 1987 — 1990
AAS, Computer Technology
Transamerica November 2013 - Present
Transamerica June 2011 - November 2013
Principal Financial Group January 2007 - June 2011
AEGON May 2006 - August 2006
AmerUs Group May 2005 - August 2005
Skills
Actuarial, Insurance, Annuities, Actuarial Science, Term Life Insurance, Pricing, Investments, Valuation, Fixed Annuities, ALM, Risk Management, Financial Risk
Education
Drake University 2007 — 2008
MBA, Finance
Drake University 2002 — 2006
BSBA, Actuarial Science, Finance
Athene USA October 2013 - Present
Aviva USA June 2011 - October 2013
Aviva USA December 2010 - June 2011
Aviva Investors January 2008 - November 2010
AmerUs Group January 1999 - December 2007
Principal Financial Group July 1995 - December 1998
Deloitte & Touche November 1987 - May 1995
Price Waterhouse Coopers August 1986 - October 1987
Skills
Risk Management, Insurance, Financial Analysis, Business Analysis, Strategic Financial..., Accounting, Relationship Management, Financial Services, Strategic Planning, Budgets, Business Strategy, Business Planning, Business Transformation, Program Management, Project Management
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BS, Accountancy
Drake University January 2003 - Present
Des Moines Art Center September 2008 - Present
Self Employed July 2005 - Present
Meredith Corporation May 2000 - June 2005
AmerUs Group September 1998 - May 2000
Simpson College 1995 - 1998
Skills
InDesign, Illustrator, Photoshop, Flash, Woodcut, Intaglio, Screen Printing, Teaching, Marketing Communications, Illustration, Advertising, QuarkXPress, Adobe Creative Suite, Painting, Graphic Design, Art History, Logo Design, Magazines, Copywriting, Visual Communication, Adobe Acrobat, Marketing, Creative Direction, Drawing, Art, Brochures, Graphics, Publishing
Education
Cranbrook Academy of Art 1990 — 1993
M.F.A., Printmaking
Mount Holyoke College 1979 — 1983
B.A., Art History
Athene USA September 2011 - Present
Athene USA May 2007 - Present
AmerUs Group December 1998 - May 2007
Thorn Group Limited March 1998 - November 1998
Thorn Group Limited January 1998 - March 1998
Skills
Vendor Management, Insurance, Business Analysis, SDLC, Process Improvement, Requirements Gathering, Change Management, Requirements Analysis, Print Production, Print Management, Printers, Digital Printing, Print Production..., Data Center Operations, Data Center Management, Data Center Design, Data Center..., Data Center, Data Center Relocation
Education
Western Illinois University 1994 — 1996
Bachelor's Degree, Business Management OB/OD
Highland Community College 1992 — 1994
Associate's Degree, Business Administration and Management, General
V N Daley & Associates 2009 - Present
Selective Insurance 2005 - 2009
AmerUs Group 1995 - 2005
Skills
Public Speaking, Organizational..., Leadership, Business Analysis, Performance Management, Executive Coaching, Employee Relations, Employee Benefits, Compensation Structure..., Human Resources, Strategy, Recruiting, Training, Team Building, Executive Management
Education
Harvard Business School 1984 — 1985
Advanced Management Program
Roosevelt University 1970 — 1973
Masters, MPA
Providence College 1961 — 1965
Bachelor of Science, Management
Wells Fargo Home Mortgage 2005 - Present
AmerUs Group 1999 - 2002
Principal Financial Group 1991 - 1999
Skills
Employee Engagement, Internal Communications, Corporate Communications, Strategic Communications, Change Management, Crisis Communications, Public Relations, Vendor Management, Copywriting, Editing
Education
Drake University 1996 — 1998
MPA
University of Northern Iowa
English, Journalism and Marketing minor
Businessolver July 2015 - Present
Nationwide Insurance October 2013 - June 2015
Aviva USA April 2011 - October 2013
Aviva USA July 2006 - March 2011
AmerUs Group September 2000 - June 2006
Engineering Animation, Inc. August 1997 - October 2000
Skills
Agile Methodologies, Software Development, Twitter Bootstrap, AngularJS, DB2, Tomcat, SDLC, Spring, Programming, SQL, Hibernate, Eclipse, JavaScript, Change Management, Analysis, JUnit, HTML, Java, CSS, Databases, SOA, JSF, iBatis, Oracle, Websphere, Scrum, Application Development, Web Development, XML, Problem Solving, Agile, Web Services, J2EE, Microsoft Office, AJAX, MySQL, Subversion, Architecture, Struts, Log4j, iText, jQuery, JAXB, MyFaces, Ajax4JSF, RichFaces, Ivy, WSAD, WebSphere Application..., Java Enterprise Edition
Education
Iowa State University 1993 — 1998
Bachelors of Science, Industrial Technology Manufacturing
Wells Fargo Bank October 2013 - Present
Wells Fargo Bank October 2012 - Present
Wells Fargo Bank January 2008 - Present
Meredith Corporation July 2000 - December 2007
AmerUs Group 1997 - 2000
Elli Corporation (US) 1995 - 1996
Skills
Data Center, Disaster Recovery, Networking, Enterprise Software, Firewalls, Network Design, Information Security, Cisco Technologies, Network Security, Testing, Software Installation, Active Directory, Visio, Strategy
Education
Iowa State University 1991 — 1995
Bachelor of Science, Computer Engineering
The Premier Advisory Group, LLC. October 2014 - Present
The Premier Group, LLC. January 2008 - Present
Shanty Realty December 2011 - Present
Professional Insurance Elite January 2009 - February 2013
Senior Benefit Services of Kansas, LLC. April 2004 - December 2007
AmerUs Group May 2000 - August 2003
Skills
Strategic Planning, Health Insurance, Marketing Strategy, Direct Recruiting, Fixed Annuities, Indexed Annuities, Long Term Care Insurance, Direct Mail Campaigns, Licensed Life Insurance..., Contract Negotiation, Sales Management, Finance, Email Marketing, Marketing Communications, Recruiting, Recruitment Advertising, Real Estate, Rental Homes, Term Life Insurance, Insurance Agency..., Agency Development, CRM Integration, Estate Planning, Agent Development, Training, Agency Agreements, Seminar Marketing, Insurance, Investments, Retirement Planning, Financial Planning, Retirement, Management, Financial Services, Long-term Care, Life Insurance
Education
University of Arizona, Eller College of Management 2000 — 2003
Bachelor of Science in Business Administration, Finance and Marketing
Craig Faust January 2008 - Present
ResMAE February 2004 - November 2007
AmerUS Group January 2000 - October 2001
Skills
Real Estate, Selling, Investment Properties, Mortgage Lending, New Business Development, Marketing, Referrals, Account Management, Negotiation, Strategic Planning, Sales, Contract Negotiation, Sales Management, Insurance, Marketing Strategy, First Time Home Buyers, Short Sales, Sellers, Buyers, Listings, Condos, Property
Education
University of Iowa 1987 — 1991
B.A., Communication
Garrett Leather Corporation 2012 - Present
Garrett Leather Corporation 2008 - 2011
AmerUs Group 2006 - 2007
Harley Davidson Financial Services 1998 - 2006
Skills
Performance Improvement, Project Management, Process Improvement, Sales Management, Strategic Planning, ROI Optimization, Revenue Enhancement, Cost-containment, Process Redesign, B2B Marketing, Recruiting, Goal-driven leader, Financial Goals, Defining Product..., Distribution Strategies, Sales Growth, Result Oriented Approach, Collaborative Leadership, Motivational Leadership, Market Penetration, Global Vendor Relations, SAP ERP, ERP Implementations, Sales Channel..., Strategic Negotiations, Communicaitons, Conflict Management, Leadership, Vendor Management, Sales, Business Analysis, Program Management, Strategy, Business Intelligence, Cost Accounting, Management
Education
State University of New York at Buffalo 1985 — 1989
BS, Business
State University of New York at Buffalo
Bachelor of Science (BS), Business Administration and Management, General
Applied Measurement Professionals August 2015 - Present
TNT Meetings & Events, LLC August 2014 - Present
Lockton Companies July 2013 - August 2014
Lockton Companies February 2011 - June 2013
Lockton Companies August 2007 - February 2011
H&R Block December 2006 - August 2007
AmerUs Group February 2002 - December 2006
Waddell & Reed June 1999 - September 2001
National Associate of Insurance Commissioners (NAIC) June 1996 - August 1998
Skills
Access, Event Planning, Event Management, Budgeting, Contract Negotiation, Budgets, Strategic Planning, Management, Customer Service, Social Media, Training, Insurance, Employee Benefits, Leadership, Underwriting, Marketing
Education
Kansas State University 1990 — 1994
Bachelor of Science, Elementary Education, Minor in English
Elettric 80 November 2012 - Present
Elettric 80 August 2005 - October 2012
All Smiles Family Dentistry March 2002 - April 2005
AmerUs Group June 2000 - August 2000
Skills
Customer Service, Troubleshooting, Microsoft Office, Process Improvement, Computer Hardware, PowerPoint, Software Documentation, Account Management, New Business Development, Budgets, Leadership, Accounting, Financial Reporting, Payroll
Education
Northwestern University 2013 — 2014
Post Baccalaureate Certificate, Accounting, Leadership, and International Business Topics
Simpson College 1997 — 2001
BA, Management, Spanish
Indiana University Health Occupational Services December 2009 - Present
Midwest HealthStrategies May 2008 - December 2009
DELTEC Information Solutions March 2007 - May 2008
US Army 1987 - 2008
JP Morgan Chase July 2004 - March 2007
BankOne June 1998 - July 2004
AmerUs Group January 1996 - January 1998
Triple Crown Services January 1995 - December 1995
Paul Harris Stores January 1994 - December 1994
Skills
Disaster Recovery, Windows Server, Troubleshooting, Servers, VMware, XP, IT Management, System Administration, Security, Active Directory, Switches, SharePoint, Computer Hardware, Integration, Network Security, Windows, Microsoft Exchange, Citrix, Process Improvement, Cisco Technologies, Infrastructure, Networking, Technical Support, Windows XP
Education
Purdue University 1988 — 1992
BS, Computer Technology
Athene USA January 2015 - Present
Athene USA October 2013 - December 2014
Aviva USA September 2012 - September 2013
Aviva USA October 2009 - September 2012
Aviva June 2007 - October 2009
AmerUs Group June 2006 - August 2006
Skills
VBA, Pricing, Actuarial Science, SAS, Fixed Annuities, Analysis, Microsoft Excel, Hedging, Insurance, Data Analysis, Financial Reporting, Indexed Annuities, Equity Indexed Annuities
Education
University of Iowa 2003 — 2007
BS, Actuarial Science and Math
Security Mutual Life Insurance Company of New York 2009 - Present
Aviva Life Insurance Company of NY 2007 - 2008
Bankers Life of NY( An Aviva Company) 2004 - 2008
Bankers Life Insuance Company of NY October 2003 - December 2007
AmerUs Group January 2000 - October 2003
Bankers Life Insurance Company of NY September 1994 - January 2000
Skills
Marketing, Sales, Distributed Team..., Insurance, Life Insurance, New Business Development, Management, Mergers, Leadership, Strategic Financial..., Underwriting, Employee Benefits, Product Marketing, Risk Management, Strategic Planning, Strategy, Fixed Annuities, Term Life Insurance, Long-term Care, Retirement, Disability Insurance, Health Insurance, Retirement Planning, 401k, Investments, Universal Life, Mergers & Acquisitions, Long Term Care Insurance, Brokers, Whole Life, Series 7, IRAs, Estate Planning, Financial Planners, Financial Advisory, Financial Services, Variable Annuities, Pensions, Wealth Management, Wealth Accumulation, Mutual Funds, Critical Illness
Education
Dowling College 1993 — 1995
MBA, Banking and Finance
Mount Saint Mary's College 1974 — 1978
BA, Sociology
George W. Hewlett High School 1970 — 1974
Athene Annuity and Life Company October 2013 - Present
Aviva USA August 2011 - Present
Aviva USA January 2011 - August 2011
Aviva USA November 2007 - December 2010
AmerUs Group 1999 - 2006
AmerUs Bank 1996 - 1999
Deloitte & Touche 1989 - 1994
Skills
Expense Management, Financial Analysis, Financial Planning, Expense Allocation..., Budgeting and..., SOX, Internal Control..., Business Process..., Internal Controls, Strategic Financial..., Sarbanes-Oxley Act, Financial Reporting, Life Insurance, Accounting, Insurance, Fixed Annuities, Cross-functional Team..., Budgets, Finance, Financial Services, Strategic Planning, Leadership, Mergers & Acquisitions, Process Improvement, Financial Risk, Risk Management
Education
University of Northern Iowa 1985 — 1989
Accounting, BA
PearceKarrick Consulting September 2012 - Present
Wells Fargo Insurance Services February 2011 - June 2012
Wells Fargo Financial March 2001 - January 2011
ING 1998 - 2001
AmerUs Group 1993 - 1997
Skills
Financial Services, Strategic Planning, Cross Selling, Credit Cards, Consumer Lending, Sales Management, Direct Marketing, Loans, Insurance, New Business Development, Marketing Strategy, Marketing, Marketing Communications, Marketing Management, Integrated Marketing, Business Relationship..., Cross-functional Team..., Loyalty Marketing, Mortgage Lending, Strategy, Management, Customer Experience, Leadership, Executive Management, Banking, Brand Management, Strategic Communications, Credit, Customer Insight
Education
Western Illinois University 1991 — 1992
MBA, Marketing & Management
University of Iowa 1982 — 1986
BBA, Marketing & Spanish
Nationwide Financial March 2012 - Present
Nationwide Financial October 2010 - March 2012
Nationwide Financial July 2006 - October 2010
AmerUs Group 2005 - 2006
New York Life 2000 - 2005
Skills
Investments, Marketing, Retirement, FINRA, Retirement Planning, Series 7, Financial Analysis, Fixed Annuities, Wealth Management, Life Insurance, Series 6, Financial Services, Insurance, Variable Annuities, Vendor Management, Team Building, Strategic Planning
Education
Ramapo College of New Jersey
Nationwide Insurance January 2014 - Present
Athene USA October 2013 - January 2014
Aviva USA September 2011 - October 2013
Aviva USA June 2006 - September 2011
AmerUs Group 2001 - 2006
Aura Consulting 2000 - 2001
Skills
SDLC, Business Analysis, SQL, Process Improvement, Project Management, Disaster Recovery, Requirements Analysis, Java, Agile Methodologies, Insurance, JavaScript, Access, DB2
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2015
Master of Business Administration (MBA), Management, Marketing, Finance, Economics and Lean Principles
Buena Vista University 1996 — 2000
Bachelors, Computer Science and Mathematics
Global Atlantic Financial Group February 2014 - Present
Global Atlantic Financial Group October 2013 - February 2014
Aviva USA January 2002 - October 2013
Aviva Life Insurance January 2001 - January 2012
AmerUs Group 2002 - 2006
Skills
Fixed Annuities, Life Insurance, Customer Service, Employee Benefits, inflation-indexed bond, Training, Disability Insurance, Underwriting, Insurance, Term Life Insurance, Retirement, Building Relationships, Variable Annuities, Retirement Planning, Recruiting, Sales, Long-term Care
Education
Des Moines Area Community College
Associate of Science (AS)
SHAZAM Network - ITS, Inc. April 2014 - Present
BMO Harris Bank July 2008 - April 2014
M&I Home Lending Solutions December 2003 - August 2008
AmerUs Group 1998 - 2003
AmerUs Mortgage, Inc. 1990 - 1997
Skills
Banking, Loans, Mortgage Lending, Financial Analysis, Accounting, Finance, Cash Management, Treasury Management, Corporate Finance, Accounts Payable, Retail Banking, Loan Servicing, Government Loans, Loan Sales, Account Reconciliation, General Ledger, Financial Statements, Mortgage Banking
Education
AIB College of Business 1988 — 1990
Associate's degree
Conroy Enterprises April 2006 - Present
AmerUs Group 1998 - 2000
Lawler and Associates 1990 - 1993
Skills
Public Speaking, Research, Strategic Planning, Talent Management, Event Planning, Microsoft Office, Customer Service, Project Management, Social Media Marketing, Coaching, Nonprofits, Marketing Strategy, Marketing, Management Consulting, Organizational Design, Fundraising, Data Analysis, Management, Leadership, Entrepreneurship
Education
University of Iowa College of Law 2000 — 2003
Doctor of Law (J.D.)
Grinnell College 1995 — 1998
BA, Philosophy
Mortgage Prodcuers October 2001 - Present
AmerUs Group May 1997 - March 2000
Northwestern Mutual December 1993 - May 1997
Skills
Credit Analysis, Insurance, Financial Analysis, Microsoft Office, Strategic Planning, Risk Management, Negotiation, Strategic Financial..., Team Building, Forecasting, Retirement Planning, Sales Management, Portfolio Management, Banking, Business Analysis, Real Estate, Asset Management, Commercial Lending, Accounting, Microsoft Excel
Education
Iowa State University 1989 — 1993
Bachelor's degree, Finance and Financial Management Services
The Dana Company August 2009 - Present
Krist Insurance Services 1997 - 2009
AmerUs Group 1994 - 1997
American Famly Insurance 1991 - 1994
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Legal Liability, Insurance, General Insurance, Commercial Lines, Casualty, Disability Insurance, Liability, Professional Liability, Umbrella Insurance, Underwriting, Inland Marine, D&O, Renters, Homeowners, Fixed Annuities, Health Insurance, Employment Practices..., Term Life Insurance, Life Insurance, Excess, Long-term Care, Claim, Brokers, Motorcycle, Liability Analysis, CPCU
Education
Iowa State University 1979 — 1984
BS, Advertising and marketing
AEGON USA Investment Management April 2012 - Present
Aviva Investors 2006 - April 2012
AmerUs Group 1999 - 2006
Skills
Corporate Law, Corporate Governance, General Corporate...
Education
Emory University School of Law 1996 — 1999
JD, Law
University of South Carolina-Columbia 1993 — 1996
M.A., International Relations
University of Bamberg 1994 — 1995
Graduate Student Exchange Program
University of South Carolina Upstate 1989 — 1993
B.A., Political Science
Georgetown University 1992 — 1992
Institute of Comparative Political and Economic Systems
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
Nationwide Insurance May 2004 - Present
Wells Fargo Home Mortgage January 2002 - May 2004
AmerUs Group 1991 - 2001
Skills
COBOL, DB2, SQL, Project Management, Agile Methodologies, Public Speaking, Commercial Insurance, Insurance, General Insurance, Data Analysis, Claim, Underwriting, SharePoint, Property & Casualty..., Application Development, Ruby, RubyMine, Cucumber, Agile Testing, Brio Query, Test Automation, Quality Center, TSO, JCL, Waterfall, Software Development, ColdFusion, CICS, Visual Basic, Easytrieve, Assembler, Life Insurance
Education
Fairfield High School
Indian Hills Community College
Computer Programming
Athene Annuity & Life Assurance Company September 1998 - Present
AmerUs Group August 1990 - September 1998
First Capital Life Insurance Company December 1983 - June 1990
Skills
COBOL, DB2, SDLC, Business Requirements, Insurance, JCL, SQL, Requirements Gathering, Business Analysis, Process Improvement, Visio, CICS, Requirements Analysis, SharePoint, Agile Methodologies, Analysis, Databases, Access, Visual Basic, ETL, Informatica
Education
Des Moines Area Community College 2001 — 2005
Associate in Applied Science (AAS), Business Information Systems, 4.0
Des Moines Area Community College 1998 — 1998
Program Certificate, COBOL Training program, A
LOMA
FLMI
Des Moines Area Community College 1981 — 1981
Program Course, Computer Operator, 3.5
FFM August 2010 - Present
AmerUs Group 2005 - 2009
Maytag 1997 - 2002
Skills
Financial Reporting, Internal Controls, General Ledger, Accounting, Account Reconciliation, Financial Accounting, Cost Accounting, Accounts Payable, Accounts Receivable, Financial Analysis, Auditing, Management Accounting
Education
Grand View College 2001 — 2007
Bachelor's degree, Accounting and Business/Management
St. Ambrose University 1994 — 1997
Wells Fargo Home Mortgage August 2006 - Present
AmerUs Group August 1998 - May 2006
Farm Bureau Insurance of Iowa April 1998 - August 1998
Allied Insurance February 1993 - April 1998
Financial Information Trust August 1987 - November 1992
CDS Global, Inc. April 1982 - August 1987
Wells Fargo June 1979 - April 1982
Skills
COBOL z/OS, CICS, DB2, z/OS JCL, VSAM, SQL, ISPF, Expeditor, Endeavor, Fileaid, File Manager, CA-7, Easytrieve, Assembler, NDM, Secure FTP
Education
Des Moines Area Community College 1977 — 1979
Associate's Degree, Computer Science