BANKERS LIFE & CASUALTY COMPANY
Industry: Insurance company
DescriptionEstablished in 1879 in Chicago, Bankers Life is the primary subsidiary of CNO Financial Group, Inc. CNO is a Fortune 1000 company whose subsidiaries provide insurance products and services to customers in the United States. Customer service: 1 (312) 396-6000 Headquarters: Chicago, IL Parent organization: CNO Financial Group Founded: 1879 Subsidiaries: CreekSource LLC, CNO Financial Investments Corp, Illinois General Investment Corp
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BANKERS LIFE & CASUALTY COMPANY Employees
Employee
Years
Job
Industry
Oracio Roz Cappello Oracio Roz Cappello's BANKERS LIFE & CASUALTY COMPANY Experience January 2010 - October 2013
Job Field Vice President, Business Development CLU, ChFC, RHU, REBC, CASL, MBA
Industry Financial Services
Experience
Penn Mutual September 2013 - Present
Bankers Life & Casualty Company January 2010 - October 2013
Bankers Life & Casualty Company September 2008 - December 2009
The Guardian Life Insurance Company of America January 2005 - August 2008
Skills
Insurance, Financial Services, Investments, Strategic Financial..., Risk Management, Asset Management, Equities, Financial Markets, Financial Analysis, Leadership, Leadership Development, Team Leadership, Organizational..., Strategic Leadership, Fixed Annuities, Life Insurance, Management Consulting, Team Building, Coaching, Training, Financial Planning, Retirement, Mutual Funds, Retirement Planning
Education
Adelphi University
Master of Business Administration (M.B.A.), Marketing & Finance
Adelphi University
Bachelor of Applied Science (B.A.Sc.), Finance, General
Penn Mutual September 2013 - Present
Bankers Life & Casualty Company January 2010 - October 2013
Bankers Life & Casualty Company September 2008 - December 2009
The Guardian Life Insurance Company of America January 2005 - August 2008
Skills
Insurance, Financial Services, Investments, Strategic Financial..., Risk Management, Asset Management, Equities, Financial Markets, Financial Analysis, Leadership, Leadership Development, Team Leadership, Organizational..., Strategic Leadership, Fixed Annuities, Life Insurance, Management Consulting, Team Building, Coaching, Training, Financial Planning, Retirement, Mutual Funds, Retirement Planning
Education
Adelphi University
Master of Business Administration (M.B.A.), Marketing & Finance
Adelphi University
Bachelor of Applied Science (B.A.Sc.), Finance, General
Paul Mathewson, CSA, ACS Paul Mathewson, CSA, ACS's BANKERS LIFE & CASUALTY COMPANY Experience January 2004 - January 2005
Job Professor at GwyneddMercy University
Industry Higher Education
Experience
Gwynedd-Mercy University April 2013 - Present
The Carney Group June 2011 - Present
The Hartford October 2011 - August 2013
AON Insurance Company August 2005 - December 2009
Bankers Life & Casualty Company January 2004 - January 2005
AF&L Insurance Company September 2001 - December 2003
Skills
Insurance, Fixed Annuities, Life Insurance, Training, Underwriting, Property & Casualty..., Sales, Management, Customer Service, Investments, Marketing, Claim, Finance, Business Planning, Medicare, Estate Planning, Accounts Receivable, Time Management, Microsoft Excel, System Administration, Policy, Accounting, Customer Retention, Healthcare, Leadership, Microsoft Office, Staff Development, Call Centers, Public Speaking, Team Building, Risk Management, Employee Benefits, General Insurance, Process Improvement
Education
Cairn University 2009 — 2013
Master of Science, Bible/Biblical Studies, 3.67
Gwynedd Mercy University 2005 — 2009
Bachelor of Science, Business Administration; Organizational Management, 3.98
Gwynedd-Mercy University April 2013 - Present
The Carney Group June 2011 - Present
The Hartford October 2011 - August 2013
AON Insurance Company August 2005 - December 2009
Bankers Life & Casualty Company January 2004 - January 2005
AF&L Insurance Company September 2001 - December 2003
Skills
Insurance, Fixed Annuities, Life Insurance, Training, Underwriting, Property & Casualty..., Sales, Management, Customer Service, Investments, Marketing, Claim, Finance, Business Planning, Medicare, Estate Planning, Accounts Receivable, Time Management, Microsoft Excel, System Administration, Policy, Accounting, Customer Retention, Healthcare, Leadership, Microsoft Office, Staff Development, Call Centers, Public Speaking, Team Building, Risk Management, Employee Benefits, General Insurance, Process Improvement
Education
Cairn University 2009 — 2013
Master of Science, Bible/Biblical Studies, 3.67
Gwynedd Mercy University 2005 — 2009
Bachelor of Science, Business Administration; Organizational Management, 3.98
Maureen Treacy Maureen Treacy's BANKERS LIFE & CASUALTY COMPANY Experience 1978 - 1985
Job Manager, HRIS at Presence Health
Industry Hospital & Health Care
Experience
Presence Health October 1994 - Present
Heller Financial 1990 - 1991
Midwest Stock Exchange 1985 - 1989
Chicago Stock Exchange 1985 - 1989
Bankers Life & Casualty Company 1978 - 1985
Conseco 1978 - 1985
Education
DePaul University 2004 — 2007
Lane Tech
Lane Tech
Lane Tech
Presence Health October 1994 - Present
Heller Financial 1990 - 1991
Midwest Stock Exchange 1985 - 1989
Chicago Stock Exchange 1985 - 1989
Bankers Life & Casualty Company 1978 - 1985
Conseco 1978 - 1985
Education
DePaul University 2004 — 2007
Lane Tech
Lane Tech
Lane Tech
Jeremy Scott Jeremy Scott's BANKERS LIFE & CASUALTY COMPANY Experience June 2014 - August 2014
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Future Perfect Apparel October 2013 - Present
Bankers Life & Casualty Company June 2014 - August 2014
Chico Merchant Services June 2012 - August 2013
Woodstock's Pizza 2013 - 2013
Woodstock's Pizza 2013 - 2013
Skills
E-commerce, Management, Time Management, Leadership, Sales, Microsoft Office, Retail, Customer Service, Financial Analysis, Financial Statement..., Facebook, Team Leadership, Social Media, Financial Statement..., Payment Gateways, Program Management, Microsoft Excel, Social Networking, Microsoft Word, Social Media Marketing, Marketing, Small Business, Supply Chain Management, Account Management, Strategy, Business Development, CRM, Team Building, PowerPoint, Public Speaking, Accounts Payable, Accounts Receivable, Bank Reconciliation, General Ledger, Life Insurance, Financial Accounting, Accounting, Java, HTML
Education
California State University-Chico 2015 — 2018
Bachelor's degree, Computer Science
Butte College 2013 — 2015
Associate of Science (A.S.), Computer Science
Chico High 2001 — 2005
Wells Fargo September 2015 - Present
Future Perfect Apparel October 2013 - Present
Bankers Life & Casualty Company June 2014 - August 2014
Chico Merchant Services June 2012 - August 2013
Woodstock's Pizza 2013 - 2013
Woodstock's Pizza 2013 - 2013
Skills
E-commerce, Management, Time Management, Leadership, Sales, Microsoft Office, Retail, Customer Service, Financial Analysis, Financial Statement..., Facebook, Team Leadership, Social Media, Financial Statement..., Payment Gateways, Program Management, Microsoft Excel, Social Networking, Microsoft Word, Social Media Marketing, Marketing, Small Business, Supply Chain Management, Account Management, Strategy, Business Development, CRM, Team Building, PowerPoint, Public Speaking, Accounts Payable, Accounts Receivable, Bank Reconciliation, General Ledger, Life Insurance, Financial Accounting, Accounting, Java, HTML
Education
California State University-Chico 2015 — 2018
Bachelor's degree, Computer Science
Butte College 2013 — 2015
Associate of Science (A.S.), Computer Science
Chico High 2001 — 2005
Samantha Rodgers Samantha Rodgers's BANKERS LIFE & CASUALTY COMPANY Experience May 2004 - April 2005
Job Operations & Sales Consultant at Blackpool Financial Solutions, LLC
Industry Consumer Goods
Experience
SSI Shredding Systems, Inc. May 2013 - Present
Daniel-Rodgers Property Investment January 2012 - Present
Sam Rodgers, LLC November 2011 - Present
Small Business Development Center October 2012 - May 2013
Blackpool Financial Solutions, LLC September 2011 - May 2013
Chateau Felice Winery March 2006 - October 2011
Blackpool Financial Solutions January 2005 - March 2006
Bankers Life & Casualty Company May 2004 - April 2005
Chateau Felice Winery August 2001 - May 2004
Skills
Merchandising, Product Development, Retail, Fashion, Customer Service, Microsoft Office, Microsoft Excel, Private Label, Marketing Strategy, Photoshop, Brand Development, Apparel, CPG Industry, Financial Modeling, End-to-End Project..., KPI implementation, Go-to-market Strategy, Management Consulting, Corporate Strategy..., Operations Management, B2B Marketing Strategy, B2C Marketing Strategy, ROI Optimization, Revenue Growth..., Multi-faceted Marketing..., Trend Analysis, CRM databases, Social Media Marketing, Marketing Material..., Sales Presentations, Training and Development, Project Management, Problem Solving, Mac, Salesforce.com, E-marketing, Management
Education
Chapman University, The George L. Argyros School of Business and Economics 2000 — 2004
Bachelor of Science (BS), Business Administration & Entrepreneurship, Management and Operations
AIU, London UK 1998 — 2000
Bachelor of Science (BS), Fashion/Apparel Design & Marketing
SSI Shredding Systems, Inc. May 2013 - Present
Daniel-Rodgers Property Investment January 2012 - Present
Sam Rodgers, LLC November 2011 - Present
Small Business Development Center October 2012 - May 2013
Blackpool Financial Solutions, LLC September 2011 - May 2013
Chateau Felice Winery March 2006 - October 2011
Blackpool Financial Solutions January 2005 - March 2006
Bankers Life & Casualty Company May 2004 - April 2005
Chateau Felice Winery August 2001 - May 2004
Skills
Merchandising, Product Development, Retail, Fashion, Customer Service, Microsoft Office, Microsoft Excel, Private Label, Marketing Strategy, Photoshop, Brand Development, Apparel, CPG Industry, Financial Modeling, End-to-End Project..., KPI implementation, Go-to-market Strategy, Management Consulting, Corporate Strategy..., Operations Management, B2B Marketing Strategy, B2C Marketing Strategy, ROI Optimization, Revenue Growth..., Multi-faceted Marketing..., Trend Analysis, CRM databases, Social Media Marketing, Marketing Material..., Sales Presentations, Training and Development, Project Management, Problem Solving, Mac, Salesforce.com, E-marketing, Management
Education
Chapman University, The George L. Argyros School of Business and Economics 2000 — 2004
Bachelor of Science (BS), Business Administration & Entrepreneurship, Management and Operations
AIU, London UK 1998 — 2000
Bachelor of Science (BS), Fashion/Apparel Design & Marketing
Sophie Williams Sophie Williams's BANKERS LIFE & CASUALTY COMPANY Experience October 2014 - June 2015
Job Agent at American Senior Benefits
Industry Insurance
Experience
American Senior Benefits June 2015 - Present
Bankers Life & Casualty Company October 2014 - June 2015
Williams Realty Services 2007 - August 2014
North Woods of Colchester 2007 - August 2014
Skills
Real Estate Transactions, Interpersonal..., Computer Proficiency, High Organizational..., MLS (Multiple Listings..., Buyers, Property, Social Networking, Management, PowerPoint, Apartments, Microsoft Excel, Cold Calling, Leases, Microsoft Office, Health Insurance, Life Insuance, Medicare, Medicare Supplements, Sales, Microsoft Word, Life Insurance, Insurance, Customer Service
Education
University of Hartford 2012 — 2014
Bachelor of Science Business Management, Business Administration and Management, General
Bay State College 2010 — 2012
Bachelor of Science, Business Administration and Management, General
La Trobe University 2011 — 2011
Bachelor's Degree, Business Administration and Management, General
Tolland High School 2006 — 2010
American Senior Benefits June 2015 - Present
Bankers Life & Casualty Company October 2014 - June 2015
Williams Realty Services 2007 - August 2014
North Woods of Colchester 2007 - August 2014
Skills
Real Estate Transactions, Interpersonal..., Computer Proficiency, High Organizational..., MLS (Multiple Listings..., Buyers, Property, Social Networking, Management, PowerPoint, Apartments, Microsoft Excel, Cold Calling, Leases, Microsoft Office, Health Insurance, Life Insuance, Medicare, Medicare Supplements, Sales, Microsoft Word, Life Insurance, Insurance, Customer Service
Education
University of Hartford 2012 — 2014
Bachelor of Science Business Management, Business Administration and Management, General
Bay State College 2010 — 2012
Bachelor of Science, Business Administration and Management, General
La Trobe University 2011 — 2011
Bachelor's Degree, Business Administration and Management, General
Tolland High School 2006 — 2010
Angela Dorris Angela Dorris's BANKERS LIFE & CASUALTY COMPANY Experience June 2011 - October 2011
Job Financial Services Professional at MassMutual South Texas
Industry Insurance
Experience
MassMutual Financial Group South Texas November 2012 - Present
Colonial Life January 2012 - Present
Bankers Life & Casualty Company June 2011 - October 2011
Kinder Kare May 2010 - May 2011
Demand Staff May 2009 - May 2010
Victory Life Academy August 2004 - August 2008
Skills
insurance, teaching,..., Life Insurance, Disability Insurance
Education
Howard Payne University 1998 — 2003
Bachelor's degree, Elementary Education and Teaching, Pre-K thru 4th
MassMutual Financial Group South Texas November 2012 - Present
Colonial Life January 2012 - Present
Bankers Life & Casualty Company June 2011 - October 2011
Kinder Kare May 2010 - May 2011
Demand Staff May 2009 - May 2010
Victory Life Academy August 2004 - August 2008
Skills
insurance, teaching,..., Life Insurance, Disability Insurance
Education
Howard Payne University 1998 — 2003
Bachelor's degree, Elementary Education and Teaching, Pre-K thru 4th
Andi Mangan Andi Mangan's BANKERS LIFE & CASUALTY COMPANY Experience July 1983 - February 1985
Job Director of Business Operations at ManageForce Corporation
Industry Information Technology and Services
Experience
ManageForce Corporation January 2013 - Present
ManageForce Corporation October 2011 - December 2012
EnVerve, Inc. January 2009 - December 2012
Boomm Marketing and Communications, Inc. December 2005 - December 2008
Best, Mangan & Langhenry January 1997 - January 2000
Preferred Meal Systems, Inc. 1985 - 1991
Bankers Life & Casualty Company July 1983 - February 1985
Life Assurance Company of Pennsylvania June 1981 - July 1983
Skills
New Business Development, Budgets, Forecasting, Human Resources, Management, Accounting, Payroll, Finance
Education
Monmouth College 1977 — 1981
BA, Business Administration and Accounting
Evanston Township High School 1973 — 1977
Diploma
ManageForce Corporation January 2013 - Present
ManageForce Corporation October 2011 - December 2012
EnVerve, Inc. January 2009 - December 2012
Boomm Marketing and Communications, Inc. December 2005 - December 2008
Best, Mangan & Langhenry January 1997 - January 2000
Preferred Meal Systems, Inc. 1985 - 1991
Bankers Life & Casualty Company July 1983 - February 1985
Life Assurance Company of Pennsylvania June 1981 - July 1983
Skills
New Business Development, Budgets, Forecasting, Human Resources, Management, Accounting, Payroll, Finance
Education
Monmouth College 1977 — 1981
BA, Business Administration and Accounting
Evanston Township High School 1973 — 1977
Diploma
Louis Lamar Louis Lamar's BANKERS LIFE & CASUALTY COMPANY Experience January 2006 - September 2006
Job Healthcare Consultant at Teleperformance USA/Advocate Helath
Industry Insurance
Experience
Teleperformance, USA/Advocate Health August 2013 - Present
Physicians Mutual April 2012 - August 2013
Spectrum Financial Group October 2010 - April 2012
American Automobile Association January 2007 - August 2010
Bankers Life & Casualty Company January 2006 - September 2006
Vandergriff Honda March 2005 - November 2005
Macedonia Baptist Church January 1994 - January 2003
Bay District Schools January 1996 - January 1997
Mt. Sinai Baptist Church January 1990 - November 1993
Spic n' Span Construction January 1986 - January 1989
Skills
Insurance, Fixed Annuities, Retirement Planning, Investments, Leadership, Employee Benefits, Term Life Insurance, Dental Insurance, Marketing, Small Business, Sales, Risk Management, Wealth Accumulation, IRAs, Business Planning, Pensions, Investment Strategies, Wealth Management, Tax, Funding, Long Term Care, Annuities, Group Benefits, IRA's, Cancer Insurance, Plan Design, Medicare Supplements, Income Protection
Education
Southwestern Baptist Theological Seminary 1986 — 1989
M-Div, Theology
University of North Texas 1973 — 1975
BBA, Business Administration and Management, General
Dallas County Community College 1972 — 1975
Associates of Applied Science, Business & Computer Science
Booker T. Washington 1956 — 1961
Diploma, Math & English
Teleperformance, USA/Advocate Health August 2013 - Present
Physicians Mutual April 2012 - August 2013
Spectrum Financial Group October 2010 - April 2012
American Automobile Association January 2007 - August 2010
Bankers Life & Casualty Company January 2006 - September 2006
Vandergriff Honda March 2005 - November 2005
Macedonia Baptist Church January 1994 - January 2003
Bay District Schools January 1996 - January 1997
Mt. Sinai Baptist Church January 1990 - November 1993
Spic n' Span Construction January 1986 - January 1989
Skills
Insurance, Fixed Annuities, Retirement Planning, Investments, Leadership, Employee Benefits, Term Life Insurance, Dental Insurance, Marketing, Small Business, Sales, Risk Management, Wealth Accumulation, IRAs, Business Planning, Pensions, Investment Strategies, Wealth Management, Tax, Funding, Long Term Care, Annuities, Group Benefits, IRA's, Cancer Insurance, Plan Design, Medicare Supplements, Income Protection
Education
Southwestern Baptist Theological Seminary 1986 — 1989
M-Div, Theology
University of North Texas 1973 — 1975
BBA, Business Administration and Management, General
Dallas County Community College 1972 — 1975
Associates of Applied Science, Business & Computer Science
Booker T. Washington 1956 — 1961
Diploma, Math & English
Annette McKay Annette McKay's BANKERS LIFE & CASUALTY COMPANY Experience June 2006 - Present
Job Insurance Sales Representative at Bankers Life & Casualty Company
Industry Insurance
Experience
Bankers Life & Casualty Company June 2006 - Present
Bankers Life and Casualty December 2010 - March 2012
BNI - Providence Chapter 2011 - 2011
Princeton Retirement Group January 2000 - December 2005
Skills
Unit Field Trainor, Management, Long Term Care, Medicare, Annuities, Disability Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Long Term Care Insurance, Life Insurance, Small Business, Whole Life, Employee Benefits, Insurance, Term Life Insurance, Retirement, Health Insurance, 401k, Direct Sales, Property & Casualty..., Accident, Universal Life, Sales Management, Critical Illness, General Insurance, IRAs, Underwriting, Homeowners, Series 6, Investments, Brokers, Commercial Insurance, Financial Planners, Claim, Life & Health Insurance..., Liability, Mutual Funds, Estate Planning, 401k Rollovers, Health Savings Accounts, Mortgage Lending, Medicare Part D, Licensed Life & Health..., Strategic Financial..., Permanent Life Insurance, Risk Management, Wealth Management, Sales, Customer Retention
Education
Johnson and Wales University 1996 — 2002
MBA, Global Business/ Accounting
Toll gate High School 1980 — 1982
High School Diploma, Nursing at Vo Tech
Bankers Life & Casualty Company June 2006 - Present
Bankers Life and Casualty December 2010 - March 2012
BNI - Providence Chapter 2011 - 2011
Princeton Retirement Group January 2000 - December 2005
Skills
Unit Field Trainor, Management, Long Term Care, Medicare, Annuities, Disability Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Long Term Care Insurance, Life Insurance, Small Business, Whole Life, Employee Benefits, Insurance, Term Life Insurance, Retirement, Health Insurance, 401k, Direct Sales, Property & Casualty..., Accident, Universal Life, Sales Management, Critical Illness, General Insurance, IRAs, Underwriting, Homeowners, Series 6, Investments, Brokers, Commercial Insurance, Financial Planners, Claim, Life & Health Insurance..., Liability, Mutual Funds, Estate Planning, 401k Rollovers, Health Savings Accounts, Mortgage Lending, Medicare Part D, Licensed Life & Health..., Strategic Financial..., Permanent Life Insurance, Risk Management, Wealth Management, Sales, Customer Retention
Education
Johnson and Wales University 1996 — 2002
MBA, Global Business/ Accounting
Toll gate High School 1980 — 1982
High School Diploma, Nursing at Vo Tech
Sam Rodgers Sam Rodgers's BANKERS LIFE & CASUALTY COMPANY Experience 2004 - 2005
Job Owner/Designer
Industry Apparel & Fashion
Experience
Sam Rodgers Marylebone January 2006 - Present
Chateau Felice Winery 2002 - Present
Blackpool Financial Solutions 2005 - 2006
Bankers Life & Casualty Company 2004 - 2005
Chateau Felice January 2001 - January 2004
Education
Chapman University, The George L. Argyros School of Business and Economics 1999 — 2004
BS, Business/Entrepreneurship
AIU, London UK 1998 — 1999
Study, Fashion Design & MarketingAIU
Sam Rodgers Marylebone January 2006 - Present
Chateau Felice Winery 2002 - Present
Blackpool Financial Solutions 2005 - 2006
Bankers Life & Casualty Company 2004 - 2005
Chateau Felice January 2001 - January 2004
Education
Chapman University, The George L. Argyros School of Business and Economics 1999 — 2004
BS, Business/Entrepreneurship
AIU, London UK 1998 — 1999
Study, Fashion Design & MarketingAIU
Philip Legro Philip Legro's BANKERS LIFE & CASUALTY COMPANY Experience February 2010 - January 2011
Job Senior Finance Sales Analyst Eastern United States Geographical Region at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard January 2011 - Present
Bankers Life & Casualty Company February 2010 - January 2011
Sun Microsystems Inc. (SUN) September 2004 - March 2009
Storage Technology Corporation (STK) February 1999 - September 2004
EMC June 1994 - February 1999
Storage Technology Corporation (STK) January 1989 - June 1994
Commercial Union Insurance Company (CU) January 1979 - January 1989
Skills
Storage, Solution Selling, Enterprise Software, Forecasting, Cloud Computing, Virtualization, Management, Selling, Sales Operations, Sales, Contract Negotiation, Negotiation, Sales Management, Channel Partners, Professional Services, Data Center, SAN, SaaS
Education
Suffolk University 1976 — 1977
MBA-Finance, Accounting, Economics
Boston University
BSBA - Finance
Hewlett-Packard January 2011 - Present
Bankers Life & Casualty Company February 2010 - January 2011
Sun Microsystems Inc. (SUN) September 2004 - March 2009
Storage Technology Corporation (STK) February 1999 - September 2004
EMC June 1994 - February 1999
Storage Technology Corporation (STK) January 1989 - June 1994
Commercial Union Insurance Company (CU) January 1979 - January 1989
Skills
Storage, Solution Selling, Enterprise Software, Forecasting, Cloud Computing, Virtualization, Management, Selling, Sales Operations, Sales, Contract Negotiation, Negotiation, Sales Management, Channel Partners, Professional Services, Data Center, SAN, SaaS
Education
Suffolk University 1976 — 1977
MBA-Finance, Accounting, Economics
Boston University
BSBA - Finance
Ajaz Rahman, CFP® Ajaz Rahman, CFP®'s BANKERS LIFE & CASUALTY COMPANY Experience December 2003 - May 2004
Job Assistant Branch Manager, Banking Officer & Financial Specialist
Industry Banking
Experience
M&T Bank December 2011 - Present
M&T Bank September 2005 - Present
M&T Bank September 2005 - Present
M & T Bank September 2005 - Present
New York Life Insurance Company July 2004 - August 2005
New York Life Insurance Company July 2004 - August 2005
Bankers Life & Casualty Company December 2003 - May 2004
Bankers Life & Casualty Company December 2003 - May 2004
Ministry of Electricity August 1981 - September 2003
Dubai Government August 1981 - September 2003
Skills
Disability Insurance, Insurance, Strategic Financial..., Fixed Annuities, Retirement Planning, Estate Planning, Financial Planners, Retirement, Portfolio Management, Mutual Funds, Banking
Education
Magadh University 1970 — 1973
Master of Science, Botany
Magadh University 1968 — 1973
Master of Science, Botany, Chemistry & Zoology
Gaya College
Bachelor of Science, Botany, Chemistry & Zoology
Magadh University
Master of Science, Botany
Magadh University
Master of Science, Botany
M&T Bank December 2011 - Present
M&T Bank September 2005 - Present
M&T Bank September 2005 - Present
M & T Bank September 2005 - Present
New York Life Insurance Company July 2004 - August 2005
New York Life Insurance Company July 2004 - August 2005
Bankers Life & Casualty Company December 2003 - May 2004
Bankers Life & Casualty Company December 2003 - May 2004
Ministry of Electricity August 1981 - September 2003
Dubai Government August 1981 - September 2003
Skills
Disability Insurance, Insurance, Strategic Financial..., Fixed Annuities, Retirement Planning, Estate Planning, Financial Planners, Retirement, Portfolio Management, Mutual Funds, Banking
Education
Magadh University 1970 — 1973
Master of Science, Botany
Magadh University 1968 — 1973
Master of Science, Botany, Chemistry & Zoology
Gaya College
Bachelor of Science, Botany, Chemistry & Zoology
Magadh University
Master of Science, Botany
Magadh University
Master of Science, Botany
David H. Kudrin David H. Kudrin's BANKERS LIFE & CASUALTY COMPANY Experience January 1995 - August 1998
Job Account Manager at CMG Mortgage Insurance
Industry Insurance
Experience
Arch MI, CUNA Mutual Group May 2007 - Present
Mazuma Credit Union 2007 - Present
US Central FCU December 2005 - May 2007
National City Bank October 2004 - December 2005
PRINCIPAL RESIDENTIAL MORTGAGE, INC December 2001 - September 2004
Commercial Federal Bank August 1998 - December 2001
BANKERS LIFE & CASUALTY COMPANY January 1995 - August 1998
Skills
Mortgage, Underwriting, Sales Management, Risk Management, Mortgage Lending, Loans, Customer Service, Process Improvement, Customer Relations, Strategic Planning, Budgeting, Banking, Credit, Consultative Selling, Compliance, Account Management, Insurance, Team Building, Negotiation, Problem Solving, New Business Development, Microsoft Office, Product Development, Excel, Credit Risk, Word, Marketing Strategy, Financial Analysis, Real Estate, Training, Loan Origination, Sales, Mortgage Banking, Portfolio Management, Marketing, Selling, Budgets, Finance, Credit Analysis, Management
Education
University of Nebraska-Lincoln 1988 — 1993
BS
Bryan 1984 — 1988
Arch MI, CUNA Mutual Group May 2007 - Present
Mazuma Credit Union 2007 - Present
US Central FCU December 2005 - May 2007
National City Bank October 2004 - December 2005
PRINCIPAL RESIDENTIAL MORTGAGE, INC December 2001 - September 2004
Commercial Federal Bank August 1998 - December 2001
BANKERS LIFE & CASUALTY COMPANY January 1995 - August 1998
Skills
Mortgage, Underwriting, Sales Management, Risk Management, Mortgage Lending, Loans, Customer Service, Process Improvement, Customer Relations, Strategic Planning, Budgeting, Banking, Credit, Consultative Selling, Compliance, Account Management, Insurance, Team Building, Negotiation, Problem Solving, New Business Development, Microsoft Office, Product Development, Excel, Credit Risk, Word, Marketing Strategy, Financial Analysis, Real Estate, Training, Loan Origination, Sales, Mortgage Banking, Portfolio Management, Marketing, Selling, Budgets, Finance, Credit Analysis, Management
Education
University of Nebraska-Lincoln 1988 — 1993
BS
Bryan 1984 — 1988
Dave DJ Assassin Collins Dave DJ Assassin Collins's BANKERS LIFE & CASUALTY COMPANY Experience July 2007 - March 2010
Job Urban Mixx Legendz & Analog Consultants
Industry Music
Experience
Analog Consultants July 2010 - Present
Urban Mixx Legendz December 1986 - Present
Bankers Life & Casualty Company July 2007 - March 2010
Infinity Consultants, Inc January 2006 - June 2007
T/V Brokerage, Inc March 2004 - June 2007
Boone Financial Group April 2002 - October 2003
PT Marketing Group June 1998 - April 2002
Skills
Sales, Marketing, Recruiting, Insurance, DJ, Music Industry, Email Marketing, Wedding DJ, Social Networking, Recording, Music, Nonprofits, Time Management, Songwriting, Entertainment, Public Speaking, Music Production, Singing, Music Publishing, Concerts, Event Management, Pro Tools, Event Planning, Audio Engineering, Band, Composition, Sound, Record Labels, Music Licensing, Musicians, A&R, Radio, Drums, Live Events, Audio Editing, Festivals, Mastering, Rock, Social Media, Studio Recording, Publicity, Audio Post Production, Songs, Music Supervision, Piano, Film, Logic Pro, Video, Musical Theatre, Music Management
Education
Robert Morris University 1995 — 1999
BSBA, Marketing, 3.0 GPA in major
Community College of Allegheny County 1992 — 1994
ASBA, Accounting, 3.51 GPA (Honor)
US Army Adjutant General School, Fort Jackson, SC 1989 — 1989
MOS Certificate of Completion, Personnel Actions Specialist (75E) & Personnel Records Specialist (75D), 93%
Penn Hills Senior High School 1986 — 1988
High School Diploma, Academic
Analog Consultants July 2010 - Present
Urban Mixx Legendz December 1986 - Present
Bankers Life & Casualty Company July 2007 - March 2010
Infinity Consultants, Inc January 2006 - June 2007
T/V Brokerage, Inc March 2004 - June 2007
Boone Financial Group April 2002 - October 2003
PT Marketing Group June 1998 - April 2002
Skills
Sales, Marketing, Recruiting, Insurance, DJ, Music Industry, Email Marketing, Wedding DJ, Social Networking, Recording, Music, Nonprofits, Time Management, Songwriting, Entertainment, Public Speaking, Music Production, Singing, Music Publishing, Concerts, Event Management, Pro Tools, Event Planning, Audio Engineering, Band, Composition, Sound, Record Labels, Music Licensing, Musicians, A&R, Radio, Drums, Live Events, Audio Editing, Festivals, Mastering, Rock, Social Media, Studio Recording, Publicity, Audio Post Production, Songs, Music Supervision, Piano, Film, Logic Pro, Video, Musical Theatre, Music Management
Education
Robert Morris University 1995 — 1999
BSBA, Marketing, 3.0 GPA in major
Community College of Allegheny County 1992 — 1994
ASBA, Accounting, 3.51 GPA (Honor)
US Army Adjutant General School, Fort Jackson, SC 1989 — 1989
MOS Certificate of Completion, Personnel Actions Specialist (75E) & Personnel Records Specialist (75D), 93%
Penn Hills Senior High School 1986 — 1988
High School Diploma, Academic
Frank Rivera Frank Rivera's BANKERS LIFE & CASUALTY COMPANY Experience March 1997 - August 1998
Job Frank Rivera Agency
Industry Insurance
Experience
Frank Rivera Agency DBA American Family Insurance August 2011 - Present
JPMorgan Chase November 2006 - March 2011
Fifth Third Bank May 2005 - October 2006
American Republic Insurance Company November 2003 - April 2005
Western & Southern Financial Group September 1998 - November 2003
Bankers Life & Casualty Company March 1997 - August 1998
Mutual of Omaha April 1989 - February 1997
Skills
Insurance, Sales Management, Management, Selling, Life Insurance, Banking, New Business Development, Fixed Annuities, Mortgage Lending, Coaching, Customer Service, Finance, Team Leadership, Small Business, Analysis, Investments, Relationship Management..., Loans, Leadership, Recruiting, Cross Selling, Strategic Financial..., Property & Casualty..., Training, Credit, Underwriting, Sales Operations, Relationship Management, Financial Services, Commercial Insurance, Inland Marine, Fidelity Bonds, Surety Bonds, Umbrella Insurance, Business Continuity..., Sales, Human Resources, Financial Planning
Education
University of Illinois at Chicago 1970 — 1974
Bachelor's degree, Mathematics
Lake View High School
Frank Rivera Agency DBA American Family Insurance August 2011 - Present
JPMorgan Chase November 2006 - March 2011
Fifth Third Bank May 2005 - October 2006
American Republic Insurance Company November 2003 - April 2005
Western & Southern Financial Group September 1998 - November 2003
Bankers Life & Casualty Company March 1997 - August 1998
Mutual of Omaha April 1989 - February 1997
Skills
Insurance, Sales Management, Management, Selling, Life Insurance, Banking, New Business Development, Fixed Annuities, Mortgage Lending, Coaching, Customer Service, Finance, Team Leadership, Small Business, Analysis, Investments, Relationship Management..., Loans, Leadership, Recruiting, Cross Selling, Strategic Financial..., Property & Casualty..., Training, Credit, Underwriting, Sales Operations, Relationship Management, Financial Services, Commercial Insurance, Inland Marine, Fidelity Bonds, Surety Bonds, Umbrella Insurance, Business Continuity..., Sales, Human Resources, Financial Planning
Education
University of Illinois at Chicago 1970 — 1974
Bachelor's degree, Mathematics
Lake View High School
Charles Dickerson Charles Dickerson's BANKERS LIFE & CASUALTY COMPANY Experience 1979 - 1983
Job CPA at Jannsen & Company, SC
Industry Accounting
Experience
Jannsen & Company, S.C. July 2004 - Present
Charles Dickersoun Accounting Services, S.C. June 1992 - July 2004
Bankers Life & Casualty Company 1979 - 1983
Skills
QuickBooks, Tax Preparation, Creative Solutions..., Accounting, Tax, Financial Reporting, Financial Statements, Corporate Tax, Tax Returns, Bookkeeping, GAAP, Financial Accounting, Auditing, CPA, Journal Entries
Education
Rutgers, The State University of New Jersey-Newark 1973 — 1976
MBA, Finance
Florida Southern College 1963 — 1968
BS, Accounting
Jannsen & Company, S.C. July 2004 - Present
Charles Dickersoun Accounting Services, S.C. June 1992 - July 2004
Bankers Life & Casualty Company 1979 - 1983
Skills
QuickBooks, Tax Preparation, Creative Solutions..., Accounting, Tax, Financial Reporting, Financial Statements, Corporate Tax, Tax Returns, Bookkeeping, GAAP, Financial Accounting, Auditing, CPA, Journal Entries
Education
Rutgers, The State University of New Jersey-Newark 1973 — 1976
MBA, Finance
Florida Southern College 1963 — 1968
BS, Accounting
Ehren Muhammad Ehren Muhammad's BANKERS LIFE & CASUALTY COMPANY Experience February 2009 - March 2009
Job Project Management & Marketing Professional Entrepreneur
Industry Management Consulting
Experience
Walgreens July 2014 - Present
Do4Self Records Inc January 2012 - Present
EMPro, Ltd November 2009 - Present
Randstad USA October 2013 - July 2014
Family Dollar December 2012 - August 2013
Family Dollar July 2011 - December 2012
Life Entertainment Group LLP September 2007 - October 2009
Bankers Life & Casualty Company February 2009 - March 2009
Career Education Corporation March 2008 - January 2009
Barnes & Noble College Booksellers May 2005 - October 2007
Skills
Crystal Reports, .NET, Oracle Applications, Project Management, Brand Management, Business Development, Business Strategy, Marketing, Strategic Planning, Budget, Sales, Team Building, Cross-functional Team..., Management Consulting, Team Leadership, Entrepreneurship, Management, Budgets, Social Media Marketing, Social Media, Marketing Strategy
Education
Robert Morris University - Illinois 2004 — 2007
Bachelor of Business Administration (BBA), Management, 3.7
Robert Morris University - Illinois 2004 — 2006
Associate of Arts (AA), Marketing/Marketing Management, General, 4.0
Walgreens July 2014 - Present
Do4Self Records Inc January 2012 - Present
EMPro, Ltd November 2009 - Present
Randstad USA October 2013 - July 2014
Family Dollar December 2012 - August 2013
Family Dollar July 2011 - December 2012
Life Entertainment Group LLP September 2007 - October 2009
Bankers Life & Casualty Company February 2009 - March 2009
Career Education Corporation March 2008 - January 2009
Barnes & Noble College Booksellers May 2005 - October 2007
Skills
Crystal Reports, .NET, Oracle Applications, Project Management, Brand Management, Business Development, Business Strategy, Marketing, Strategic Planning, Budget, Sales, Team Building, Cross-functional Team..., Management Consulting, Team Leadership, Entrepreneurship, Management, Budgets, Social Media Marketing, Social Media, Marketing Strategy
Education
Robert Morris University - Illinois 2004 — 2007
Bachelor of Business Administration (BBA), Management, 3.7
Robert Morris University - Illinois 2004 — 2006
Associate of Arts (AA), Marketing/Marketing Management, General, 4.0
Kurt Zuleger Kurt Zuleger's BANKERS LIFE & CASUALTY COMPANY Experience April 2008 - September 2008
Job Business Analyst
Industry Insurance
Experience
Humana Inc. September 2013 - Present
Humana Inc April 2012 - August 2013
Humana Inc. August 2011 - March 2012
Humana October 2008 - July 2010
Bankers Life & Casualty Company April 2008 - September 2008
Skills
Account Management, Customer Service, Data Analysis, Disability Insurance, Economics, Employee Benefits, Financial Analysis, Healthcare, Insurance, Leadership, Management, Microsoft Excel, Sales Management, Training
Education
University of Wisconsin Oshkosh 2005 — 2008
Bachelor of Science, Finance
Hillsdale College 2003 — 2004
Generals
Humana Inc. September 2013 - Present
Humana Inc April 2012 - August 2013
Humana Inc. August 2011 - March 2012
Humana October 2008 - July 2010
Bankers Life & Casualty Company April 2008 - September 2008
Skills
Account Management, Customer Service, Data Analysis, Disability Insurance, Economics, Employee Benefits, Financial Analysis, Healthcare, Insurance, Leadership, Management, Microsoft Excel, Sales Management, Training
Education
University of Wisconsin Oshkosh 2005 — 2008
Bachelor of Science, Finance
Hillsdale College 2003 — 2004
Generals
Michelle Freda Michelle Freda's BANKERS LIFE & CASUALTY COMPANY Experience December 2014 - April 2015
Job Health Educator, Wellness Consultant, & Insurance Advisor
Industry Insurance
Experience
Merritt Athletic Clubs September 2009 - Present
Bankers Life & Casualty Company December 2014 - April 2015
Baltimore County Public Schools August 2007 - September 2014
Skills
Customer Service, PowerPoint, Event Planning, Research, Training, Social Media Marketing, Social Media, Public Speaking, Marketing, Project Management
Education
Towson University 2003 — 2007
Bachelor of Applied Science (BASc)- Health Science, Health Services/Allied Health/Health Sciences, General
Merritt Athletic Clubs September 2009 - Present
Bankers Life & Casualty Company December 2014 - April 2015
Baltimore County Public Schools August 2007 - September 2014
Skills
Customer Service, PowerPoint, Event Planning, Research, Training, Social Media Marketing, Social Media, Public Speaking, Marketing, Project Management
Education
Towson University 2003 — 2007
Bachelor of Applied Science (BASc)- Health Science, Health Services/Allied Health/Health Sciences, General
Kenneth D. Parlan Kenneth D. Parlan's BANKERS LIFE & CASUALTY COMPANY Experience January 1997 - January 2002
Job Financial Consultant at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP at Arrowhead Credit Union March 2015 - Present
CUSO Financial Services, LP at Mission Federal Credit Union February 2010 - February 2015
CUSO Financial Services, LP at Mission Federal CU February 2010 - February 2015
Arrowhead Credit Union December 2007 - February 2010
CUSO Financial Services, LP @ Arrowhead CU December 2007 - February 2010
ARROWHEAD INVESTMENT CENTER, LLC December 2006 - February 2010
Provident Bank June 2007 - December 2007
Provident Bank June 2006 - December 2006
CUSO Financial Services, LP @ Altura CU January 2002 - June 2006
Bankers Life & Casualty Company January 1997 - January 2002
Skills
Life License: CA 0718595, Mutual Funds, Retirement, Credit, Risk Management, 401k, Customer Service, Financial Services, Investments, Fixed Annuities, Banking
Education
University of San Diego
Bachelor of Business Administration (BBA), Finance
University of San Diego
B.A, Business Finance
CUSO Financial Services, LP at Arrowhead Credit Union March 2015 - Present
CUSO Financial Services, LP at Mission Federal Credit Union February 2010 - February 2015
CUSO Financial Services, LP at Mission Federal CU February 2010 - February 2015
Arrowhead Credit Union December 2007 - February 2010
CUSO Financial Services, LP @ Arrowhead CU December 2007 - February 2010
ARROWHEAD INVESTMENT CENTER, LLC December 2006 - February 2010
Provident Bank June 2007 - December 2007
Provident Bank June 2006 - December 2006
CUSO Financial Services, LP @ Altura CU January 2002 - June 2006
Bankers Life & Casualty Company January 1997 - January 2002
Skills
Life License: CA 0718595, Mutual Funds, Retirement, Credit, Risk Management, 401k, Customer Service, Financial Services, Investments, Fixed Annuities, Banking
Education
University of San Diego
Bachelor of Business Administration (BBA), Finance
University of San Diego
B.A, Business Finance
Danielle Haygood Danielle Haygood's BANKERS LIFE & CASUALTY COMPANY Experience April 2011 - July 2011
Job Leave Administrator
Industry Human Resources
Experience
Dart Container May 2014 - Present
jcpenney October 2013 - May 2014
CVS Caremark Corporation September 2012 - October 2013
jcpenney September 2011 - December 2012
RadioShack September 2011 - November 2012
Premier Designs September 2009 - September 2011
Bankers Life & Casualty Company April 2011 - July 2011
General Dynamics Information Technology July 2005 - April 2011
NAF Human Resources September 2001 - August 2003
Circuit City October 1996 - July 2001
Skills
ADA Compliance, FMLA, Recruiting, Interviewing, Hiring, Onboarding, Employee Training, Employee Relations, Performance Management, Benefits Administration, Personnel Management, Policy, Payroll, Employee Benefits, Analysis, Sales, Customer Service, Microsoft Office, HR Policies, Budgets, Job Analysis, PeopleSoft, System Administration, Benefits, Policy Review, Word, PowerPoint, Problem Solving, Retail, Administration, Inventory Management, Customer Relations, Human Resources, Training, Customer Satisfaction, Applicant Tracking..., USERRA, Interviews
Education
American InterContinental University 2005 — 2006
MBA, Human Resources Management
Western Michigan University 1998 — 2005
BS, Psychology
Cochise Community College 2001 — 2003
AGS, Psychology
Whitehall Sr High School 1993 — 1997
Diploma
Dart Container May 2014 - Present
jcpenney October 2013 - May 2014
CVS Caremark Corporation September 2012 - October 2013
jcpenney September 2011 - December 2012
RadioShack September 2011 - November 2012
Premier Designs September 2009 - September 2011
Bankers Life & Casualty Company April 2011 - July 2011
General Dynamics Information Technology July 2005 - April 2011
NAF Human Resources September 2001 - August 2003
Circuit City October 1996 - July 2001
Skills
ADA Compliance, FMLA, Recruiting, Interviewing, Hiring, Onboarding, Employee Training, Employee Relations, Performance Management, Benefits Administration, Personnel Management, Policy, Payroll, Employee Benefits, Analysis, Sales, Customer Service, Microsoft Office, HR Policies, Budgets, Job Analysis, PeopleSoft, System Administration, Benefits, Policy Review, Word, PowerPoint, Problem Solving, Retail, Administration, Inventory Management, Customer Relations, Human Resources, Training, Customer Satisfaction, Applicant Tracking..., USERRA, Interviews
Education
American InterContinental University 2005 — 2006
MBA, Human Resources Management
Western Michigan University 1998 — 2005
BS, Psychology
Cochise Community College 2001 — 2003
AGS, Psychology
Whitehall Sr High School 1993 — 1997
Diploma
Anioushka Guillaume's BANKERS LIFE & CASUALTY COMPANY Experience February 2010 - November 2010
Job Experienced Healthcare Support Worker
Industry Hospital & Health Care
Experience
iQor October 2013 - Present
Interactive Response Technologies January 2011 - Present
Bankers Life & Casualty Company February 2010 - November 2010
US Census Bureau April 2010 - July 2010
Baker Medical Office May 2009 - December 2009
FAU Louis & Green Memory & Wellness Center January 2009 - May 2009
FAU Louis & Green Memory & Wellness Center September 2008 - May 2009
FAU Pharmacy August 2007 - September 2008
Skills
Access, Telephone Skills, Medical Records, Process Scheduler, Management, Fax, Interviews, Databases, Medicare, Insurance, Health Insurance, Outlook, Employee Benefits, Healthcare, Customer Service, Leadership
Education
Management Resources Institute 2010 — 2010
Diploma, Medical Billing Technology
Florida Atlantic University 2007 — 2009
Bachelor of Health Services, Health Services Administration
Florida Atlantic University August 2009 2007 — 2009
Bachelor of Science, Health Administration
Miami Dade CollegeDecember 2006 2004 — 2006
Associate of Arts, Nursing
iQor October 2013 - Present
Interactive Response Technologies January 2011 - Present
Bankers Life & Casualty Company February 2010 - November 2010
US Census Bureau April 2010 - July 2010
Baker Medical Office May 2009 - December 2009
FAU Louis & Green Memory & Wellness Center January 2009 - May 2009
FAU Louis & Green Memory & Wellness Center September 2008 - May 2009
FAU Pharmacy August 2007 - September 2008
Skills
Access, Telephone Skills, Medical Records, Process Scheduler, Management, Fax, Interviews, Databases, Medicare, Insurance, Health Insurance, Outlook, Employee Benefits, Healthcare, Customer Service, Leadership
Education
Management Resources Institute 2010 — 2010
Diploma, Medical Billing Technology
Florida Atlantic University 2007 — 2009
Bachelor of Health Services, Health Services Administration
Florida Atlantic University August 2009 2007 — 2009
Bachelor of Science, Health Administration
Miami Dade CollegeDecember 2006 2004 — 2006
Associate of Arts, Nursing
Michael Sandow Michael Sandow's BANKERS LIFE & CASUALTY COMPANY Experience November 1996 - June 1997
Job Vice President/Product Specialist at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman January 2011 - Present
Oak Ridge Investments December 2005 - January 2011
Deutsche Asset Management January 2005 - December 2005
Scudder Investments January 1998 - December 2004
Kemper Funds (Zurich Kemper Investments) June 1997 - December 1998
Bankers Life & Casualty Company November 1996 - June 1997
Prudential Insurance January 1994 - October 1996
VideOcart, Inc. 1991 - 1993
Zenith Electronics 1990 - 1991
Skills
Mutual Funds, Investments
Education
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Economics
Neuberger Berman January 2011 - Present
Oak Ridge Investments December 2005 - January 2011
Deutsche Asset Management January 2005 - December 2005
Scudder Investments January 1998 - December 2004
Kemper Funds (Zurich Kemper Investments) June 1997 - December 1998
Bankers Life & Casualty Company November 1996 - June 1997
Prudential Insurance January 1994 - October 1996
VideOcart, Inc. 1991 - 1993
Zenith Electronics 1990 - 1991
Skills
Mutual Funds, Investments
Education
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Economics
Karen Mckim-Schurga's BANKERS LIFE & CASUALTY COMPANY Experience 2007 - Present
Job Karen MckimSchurga Financial Advisor,CLTC
Industry Financial Services
Experience
Financial Advisor at National Independent Broker Dealer January 2010 - Present
Bankers Life & Casualty Company 2007 - Present
Mckim-Schurga Real Estate March 1998 - Present
Skills
Insurance, Marketing, Fixed Annuities, Retirement Planning, Long-term Care, Leadership, Long Term Care Insurance, Disability Insurance, Whole Life, Life Insurance, Universal Life, Strategic Financial..., Retirement, Medicare, Critical Illness, IRAs, Financial Services, Customer Service, Term Life Insurance, Strategic Planning, 401k
Education
Blue Hills 1973 — 1983
Northeastern University
Financial Advisor at National Independent Broker Dealer January 2010 - Present
Bankers Life & Casualty Company 2007 - Present
Mckim-Schurga Real Estate March 1998 - Present
Skills
Insurance, Marketing, Fixed Annuities, Retirement Planning, Long-term Care, Leadership, Long Term Care Insurance, Disability Insurance, Whole Life, Life Insurance, Universal Life, Strategic Financial..., Retirement, Medicare, Critical Illness, IRAs, Financial Services, Customer Service, Term Life Insurance, Strategic Planning, 401k
Education
Blue Hills 1973 — 1983
Northeastern University
Freeman Johnson Freeman Johnson's BANKERS LIFE & CASUALTY COMPANY Experience January 2004 - January 2007
Job Sales Account Manager at Sherwood Food Distributors
Industry Food & Beverages
Experience
Sherwood Food Distributors December 2014 - Present
Sherwood Food Distributors December 2008 - Present
Sherwood Food Distributors January 2008 - Present
Edge Studios 2013 - 2013
KPM Group January 2004 - December 2008
The KPM Group January 2007 - January 2008
Christ United Methodist Church - Detroit, MI June 2006 - July 2007
Bankers Life and Casualty January 2004 - July 2007
Bankers Life & Casualty Company January 2004 - January 2007
Global Crossing - USA January 1996 - December 2004
Skills
Sales&Marketing, Computer-savvy, Telephony, Food, Insurance Background, Customer Service..., Sales Management, Inventory Management, Spreadsheets, Databases, Word Processing, PowerPoint, Office Operations, Security Consulting, Security Management, Security Event..., Community Development, Youth Mentoring
Education
Henry Ford Community College 1991 — 1991
N/A, N/A
Embry-Riddle Aeronautical University 1985 — 1991
Majored, Aeronautical Science
Sherwood Food Distributors December 2014 - Present
Sherwood Food Distributors December 2008 - Present
Sherwood Food Distributors January 2008 - Present
Edge Studios 2013 - 2013
KPM Group January 2004 - December 2008
The KPM Group January 2007 - January 2008
Christ United Methodist Church - Detroit, MI June 2006 - July 2007
Bankers Life and Casualty January 2004 - July 2007
Bankers Life & Casualty Company January 2004 - January 2007
Global Crossing - USA January 1996 - December 2004
Skills
Sales&Marketing, Computer-savvy, Telephony, Food, Insurance Background, Customer Service..., Sales Management, Inventory Management, Spreadsheets, Databases, Word Processing, PowerPoint, Office Operations, Security Consulting, Security Management, Security Event..., Community Development, Youth Mentoring
Education
Henry Ford Community College 1991 — 1991
N/A, N/A
Embry-Riddle Aeronautical University 1985 — 1991
Majored, Aeronautical Science
Ivy Griffin-Rosenberger Ivy Griffin-Rosenberger's BANKERS LIFE & CASUALTY COMPANY Experience March 2008 - November 2009
Job Self Employed
Industry Consumer Services
Experience
Ivy Griffin September 2011 - Present
Bankers Life & Casualty Company March 2008 - November 2009
Bankers Life & Casualty Company April 2007 - April 2008
Universal Display & Fixtures Company d/b/a Wheelhouse March 2006 - April 2007
Granite Shop September 2004 - December 2005
Window Opportunity September 2000 - October 2004
Cobb County Board of Education September 2000 - May 2004
Unisys Corporation January 1985 - June 1988
Skills
Insurance, Strategic Planning, Procurement, New Business Development, Sales Operations, Microsoft Office, Training, Management, Team Building, Event Management, Leadership Development, Creative Writing, Catering, Editing, Event Planning, Customer Service, Public Speaking, Retail
Education
Florida State University 1973 — 1976
English Language and Literature, General
Miami Dade College 1971 — 1972
North Springs High School 1968 — 1971
Academic
Kennesaw State University
English/Language Arts Teacher Education
Ivy Griffin September 2011 - Present
Bankers Life & Casualty Company March 2008 - November 2009
Bankers Life & Casualty Company April 2007 - April 2008
Universal Display & Fixtures Company d/b/a Wheelhouse March 2006 - April 2007
Granite Shop September 2004 - December 2005
Window Opportunity September 2000 - October 2004
Cobb County Board of Education September 2000 - May 2004
Unisys Corporation January 1985 - June 1988
Skills
Insurance, Strategic Planning, Procurement, New Business Development, Sales Operations, Microsoft Office, Training, Management, Team Building, Event Management, Leadership Development, Creative Writing, Catering, Editing, Event Planning, Customer Service, Public Speaking, Retail
Education
Florida State University 1973 — 1976
English Language and Literature, General
Miami Dade College 1971 — 1972
North Springs High School 1968 — 1971
Academic
Kennesaw State University
English/Language Arts Teacher Education
Vikram Udeshi's BANKERS LIFE & CASUALTY COMPANY Experience February 2004 - October 2004
Job VicePresident, Officer, Executive Board Member & Past Treasurer at India Association Of Greater Boston (IAGB)
Industry Financial Services
Experience
Udeshi Financial April 2010 - Present
India Association Of Greater Boston (IAGB) October 2009 - Present
Udeshi Consulting Services January 1985 - Present
Babson College CLTP Program March 2004 - March 2014
Everybody Wins! Metro Boston 2006 - 2011
Q Financial Group August 2008 - March 2010
The New York Life Insurance Company November 2004 - July 2008
MetroWest Chamber Of Commerce 2007 - 2008
BNI Metrowest Chapter 2005 - 2007
Bankers Life & Casualty Company February 2004 - October 2004
Skills
Insurance, Retirement, Business Planning, Long-term Care, Financial Analysis, Disability Insurance, Coaching, Technology, Financial Management, Reporting Systems, Financial Planning and..., Marketing of Financial..., Medicare, Medicare Advantage, Business Development, Financial Services, Entrepreneurship, Finance, Management, Cross-functional Team..., Program Management, Small Business
Education
American Coll 2007 — 2007
LUTCF, Insurance & Retirement Planning
American Coll 2007 — 2007
LTCP, Long Term Care Professional
Salem State College 2003 — 2003
Entrepreneurship, Business, Management, Marketing, and Related Support Services
University Of Bombay, India 1968 — 1971
Bachelor of Commerce (B.Com.), Advanced Accounting and Auditing
Udeshi Financial April 2010 - Present
India Association Of Greater Boston (IAGB) October 2009 - Present
Udeshi Consulting Services January 1985 - Present
Babson College CLTP Program March 2004 - March 2014
Everybody Wins! Metro Boston 2006 - 2011
Q Financial Group August 2008 - March 2010
The New York Life Insurance Company November 2004 - July 2008
MetroWest Chamber Of Commerce 2007 - 2008
BNI Metrowest Chapter 2005 - 2007
Bankers Life & Casualty Company February 2004 - October 2004
Skills
Insurance, Retirement, Business Planning, Long-term Care, Financial Analysis, Disability Insurance, Coaching, Technology, Financial Management, Reporting Systems, Financial Planning and..., Marketing of Financial..., Medicare, Medicare Advantage, Business Development, Financial Services, Entrepreneurship, Finance, Management, Cross-functional Team..., Program Management, Small Business
Education
American Coll 2007 — 2007
LUTCF, Insurance & Retirement Planning
American Coll 2007 — 2007
LTCP, Long Term Care Professional
Salem State College 2003 — 2003
Entrepreneurship, Business, Management, Marketing, and Related Support Services
University Of Bombay, India 1968 — 1971
Bachelor of Commerce (B.Com.), Advanced Accounting and Auditing
Kate Shoemaker Kate Shoemaker's BANKERS LIFE & CASUALTY COMPANY Experience July 2003 - April 2004
Job Agent at AAA Ohio Auto Club Insurance Agency
Industry Insurance
Experience
AAA Ohio Auto Club Insurance Agency September 2005 - Present
Haughn & Associates,Inc. May 2004 - March 2005
Bankers Life & Casualty Company July 2003 - April 2004
Motorists Mutual Insurance June 2001 - January 2003
John Dawson Insurance Agency Inc. December 1998 - July 2000
Ohio State Life Insurance Company July 1997 - November 1998
Ohio State Life Insurance Company May 1995 - July 1997
Ohio State Life Insurance Company April 1991 - April 1995
Ohio State Life Insurance June 1985 - November 1987
Education
The Ohio State University
B.S. Business Administrations, Marketing
University of Mount Union 1980 — 1983
Fun!
AAA Ohio Auto Club Insurance Agency September 2005 - Present
Haughn & Associates,Inc. May 2004 - March 2005
Bankers Life & Casualty Company July 2003 - April 2004
Motorists Mutual Insurance June 2001 - January 2003
John Dawson Insurance Agency Inc. December 1998 - July 2000
Ohio State Life Insurance Company July 1997 - November 1998
Ohio State Life Insurance Company May 1995 - July 1997
Ohio State Life Insurance Company April 1991 - April 1995
Ohio State Life Insurance June 1985 - November 1987
Education
The Ohio State University
B.S. Business Administrations, Marketing
University of Mount Union 1980 — 1983
Fun!
Shawn Crosbie Shawn Crosbie's BANKERS LIFE & CASUALTY COMPANY Experience October 2008 - April 2009
Job CPA
Industry Accounting
Experience
Central Ohio Mental Health Center October 2008 - Present
Dennis & Schisler, Inc January 2009 - September 2015
Bankers Life & Casualty Company October 2008 - April 2009
Wolf Rogers Dickey & Co June 2006 - September 2008
HHH CPA Group November 1995 - June 2006
Cord Camera November 1994 - November 1995
Cord Camera July 1993 - October 1994
Cord Camera Centers October 1992 - June 1993
Skills
Tax Preparation, Accounting, QuickBooks, Financial Analysis, CPA, Bookkeeping, Tax, Internal Controls, Income Tax, Tax Returns, Payroll, Financial Reporting, Corporate Tax, General Ledger, Quicken, Trusts, Financial Planners, Fixed Assets, Training, Supervision, Customer Satisfaction, Manage Client..., Compliance, Sports Coaching, Childcare, Card Games, Sales Tax, Tax Accounting, Tax Research, Partnership Taxation
Education
Ohio Wesleyan University 1989 — 1993
BA, Accounting
bv 1985 — 1989
bv
bv
Central Ohio Mental Health Center October 2008 - Present
Dennis & Schisler, Inc January 2009 - September 2015
Bankers Life & Casualty Company October 2008 - April 2009
Wolf Rogers Dickey & Co June 2006 - September 2008
HHH CPA Group November 1995 - June 2006
Cord Camera November 1994 - November 1995
Cord Camera July 1993 - October 1994
Cord Camera Centers October 1992 - June 1993
Skills
Tax Preparation, Accounting, QuickBooks, Financial Analysis, CPA, Bookkeeping, Tax, Internal Controls, Income Tax, Tax Returns, Payroll, Financial Reporting, Corporate Tax, General Ledger, Quicken, Trusts, Financial Planners, Fixed Assets, Training, Supervision, Customer Satisfaction, Manage Client..., Compliance, Sports Coaching, Childcare, Card Games, Sales Tax, Tax Accounting, Tax Research, Partnership Taxation
Education
Ohio Wesleyan University 1989 — 1993
BA, Accounting
bv 1985 — 1989
bv
bv
Sierra Jackson's BANKERS LIFE & CASUALTY COMPANY Experience June 2007 - September 2007
Job Searching For Work in The Nonprofit Sector
Industry Consumer Services
Experience
Von Maur June 2015 - Present
Macy's Oak Brook August 2012 - June 2015
Polk Brothers Foundation March 2008 - June 2009
MidAmerica Bank November 2007 - February 2008
Bankers Life & Casualty Company June 2007 - September 2007
Donors Forum May 1996 - June 2007
Skills
Excel, Word, Outlook, PowerPoint, Microsoft Office, Research, Microsoft Excel, Leadership, Microsoft Word, Nonprofits, Public Speaking, Accounting, Customer Service
Education
American InterContinental University 2008 — 2009
Master, Business Administration; Accounting and Finance
Concordia University Chicago 2003 — 2006
Bachelor of Liberal Arts, Organizational Management
Von Maur June 2015 - Present
Macy's Oak Brook August 2012 - June 2015
Polk Brothers Foundation March 2008 - June 2009
MidAmerica Bank November 2007 - February 2008
Bankers Life & Casualty Company June 2007 - September 2007
Donors Forum May 1996 - June 2007
Skills
Excel, Word, Outlook, PowerPoint, Microsoft Office, Research, Microsoft Excel, Leadership, Microsoft Word, Nonprofits, Public Speaking, Accounting, Customer Service
Education
American InterContinental University 2008 — 2009
Master, Business Administration; Accounting and Finance
Concordia University Chicago 2003 — 2006
Bachelor of Liberal Arts, Organizational Management
John F Kirsch's BANKERS LIFE & CASUALTY COMPANY Experience 2009 - 2009
Job Controller at Bud Behling Leasing Inc.
Industry Capital Markets
Experience
Bud Behling Leasing Inc. April 2014 - Present
United States Tennis Association January 2012 - Present
Kirsch Consulting LLC February 2007 - Present
Bankers Life & Casualty Company 2009 - 2009
PNC Capital Markets 1996 - 2007
BNY Mellon July 1974 - May 1996
Skills
Capital Markets, Strategic Planning, Financial Analysis, Interest Rate Swaps, Financial Modeling, Risk Management, Investments, Strategy, Loans, Management, Mergers & Acquisitions, Credit, Portfolio Management, Finance, Corporate Finance, Banking
Education
University of Pittsburgh 1976 — 1983
B. S., Business Administration and Accounting
Bud Behling Leasing Inc. April 2014 - Present
United States Tennis Association January 2012 - Present
Kirsch Consulting LLC February 2007 - Present
Bankers Life & Casualty Company 2009 - 2009
PNC Capital Markets 1996 - 2007
BNY Mellon July 1974 - May 1996
Skills
Capital Markets, Strategic Planning, Financial Analysis, Interest Rate Swaps, Financial Modeling, Risk Management, Investments, Strategy, Loans, Management, Mergers & Acquisitions, Credit, Portfolio Management, Finance, Corporate Finance, Banking
Education
University of Pittsburgh 1976 — 1983
B. S., Business Administration and Accounting
Christin Blackmon's BANKERS LIFE & CASUALTY COMPANY Experience August 2011 - January 2012
Job Product Analyst at Canal Insurance
Industry Insurance
Experience
Canal Insurance February 2012 - Present
BANKERS LIFE & CASUALTY COMPANY August 2011 - January 2012
Kappa Kappa Gamma August 2009 - August 2011
SC Senate January 2008 - August 2011
MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLP May 2010 - August 2010
BLUE RIDGE SECURITY SYSTEMS June 2007 - December 2008
Skills
Microsoft Office 2007, Caseware, Excel, Word, PowerPoint, Accounting, Tax, Auditing, Access, Accounts Payable, Microsoft Word, Microsoft Excel, Microsoft Office
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2007 — 2011
Bachelor of Science, Business Administration; Accounting
University of South Carolina-Columbia 2007 — 2011
Bachelor of Science (BS), Accounting
Canal Insurance February 2012 - Present
BANKERS LIFE & CASUALTY COMPANY August 2011 - January 2012
Kappa Kappa Gamma August 2009 - August 2011
SC Senate January 2008 - August 2011
MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLP May 2010 - August 2010
BLUE RIDGE SECURITY SYSTEMS June 2007 - December 2008
Skills
Microsoft Office 2007, Caseware, Excel, Word, PowerPoint, Accounting, Tax, Auditing, Access, Accounts Payable, Microsoft Word, Microsoft Excel, Microsoft Office
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2007 — 2011
Bachelor of Science, Business Administration; Accounting
University of South Carolina-Columbia 2007 — 2011
Bachelor of Science (BS), Accounting
Matt Burk's BANKERS LIFE & CASUALTY COMPANY Experience January 2010 - July 2010
Job President at C.H.I. Painting
Industry Construction
Experience
JPMorgan Chase & Co. October 2014 - Present
JPMorgan Chase June 2012 - September 2014
Enterprise Rent-A-Car September 2010 - June 2012
Central Parking Systems January 2004 - September 2010
Bankers Life & Casualty Company January 2010 - July 2010
Skills
Management, Insurance, Time Management, Customer Service, Fixed Annuities, Long-term Care, Medicare, Finance, Claim, Sales Presentations, Life Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Property & Casualty...
Education
University of Cincinnati 2005 — 2009
Bachelor of Applied Science (BASc), Dietetics and Clinical Nutrition Services/Business
JPMorgan Chase & Co. October 2014 - Present
JPMorgan Chase June 2012 - September 2014
Enterprise Rent-A-Car September 2010 - June 2012
Central Parking Systems January 2004 - September 2010
Bankers Life & Casualty Company January 2010 - July 2010
Skills
Management, Insurance, Time Management, Customer Service, Fixed Annuities, Long-term Care, Medicare, Finance, Claim, Sales Presentations, Life Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Property & Casualty...
Education
University of Cincinnati 2005 — 2009
Bachelor of Applied Science (BASc), Dietetics and Clinical Nutrition Services/Business
Jeremy Willard's BANKERS LIFE & CASUALTY COMPANY Experience January 2010 - February 2012
Job Realtor at Castelli Real Estate Services
Industry Real Estate
Experience
Castelli Real Estate Services June 2014 - Present
Elizabeth Peterson Group, Inc. March 2012 - 2013
Bankers Life & Casualty Company January 2010 - February 2012
City of Pembroke Pines 2009 - 2009
PMG & Associates 2008 - 2008
Fortune International Real Estate, Realtor 2004 - 2007
Skills
Planning, Recruiting, Compliance, Project Planning, GIS, Urban Planning, Training, Community Development, Government, Zoning, Research, Community Outreach, Budgets, Microsoft Office, Marketing, Fundraising, Sales, Public Speaking, Event Planning, Proposal Writing, Grant Writing, Nonprofits
Education
Florida Atlantic University 2007 — 2009
Bachelor of Arts Urban & Regional Planning
Miami Dade College 2005 — 2006
Associate of Arts
Gold Coast School of Real Estate
Real estate license
Castelli Real Estate Services June 2014 - Present
Elizabeth Peterson Group, Inc. March 2012 - 2013
Bankers Life & Casualty Company January 2010 - February 2012
City of Pembroke Pines 2009 - 2009
PMG & Associates 2008 - 2008
Fortune International Real Estate, Realtor 2004 - 2007
Skills
Planning, Recruiting, Compliance, Project Planning, GIS, Urban Planning, Training, Community Development, Government, Zoning, Research, Community Outreach, Budgets, Microsoft Office, Marketing, Fundraising, Sales, Public Speaking, Event Planning, Proposal Writing, Grant Writing, Nonprofits
Education
Florida Atlantic University 2007 — 2009
Bachelor of Arts Urban & Regional Planning
Miami Dade College 2005 — 2006
Associate of Arts
Gold Coast School of Real Estate
Real estate license
Natalie Lenz's BANKERS LIFE & CASUALTY COMPANY Experience August 2007 - October 2007
Job Customer Service Team Lead at Professional Medical, Inc.
Industry Hospital & Health Care
Experience
Professional Medical, Inc. January 2008 - Present
EBay Entrepreneur Power Seller October 2006 - January 2009
U.S. CENSUS BUREAU/VILLAGE OF NEW LENOX November 2007 - January 2008
Eddie Bauer October 2007 - January 2008
Bankers Life & Casualty Company August 2007 - October 2007
All That Glitters August 2002 - August 2007
Andrew Corporation September 1981 - September 1991
Skills
Customer Service, Microsoft Word, Phone Skills, Phone Etiquette, Customer Oriented, Customer Support, Retail Sales, Administrative..., Internet, Microsoft Office, Problem Solving, Telephone Skills, CRM, Customer Satisfaction, Data Entry, Invoicing, Sales, Training
Education
Carl Sandburg High School
Joliet Junior College
Professional Medical, Inc. January 2008 - Present
EBay Entrepreneur Power Seller October 2006 - January 2009
U.S. CENSUS BUREAU/VILLAGE OF NEW LENOX November 2007 - January 2008
Eddie Bauer October 2007 - January 2008
Bankers Life & Casualty Company August 2007 - October 2007
All That Glitters August 2002 - August 2007
Andrew Corporation September 1981 - September 1991
Skills
Customer Service, Microsoft Word, Phone Skills, Phone Etiquette, Customer Oriented, Customer Support, Retail Sales, Administrative..., Internet, Microsoft Office, Problem Solving, Telephone Skills, CRM, Customer Satisfaction, Data Entry, Invoicing, Sales, Training
Education
Carl Sandburg High School
Joliet Junior College
Reggie Tolbert's BANKERS LIFE & CASUALTY COMPANY Experience March 2007 - Present
Job Insurance Agent at Bankers Life & Casualty Company
Industry Insurance
Experience
Bankers Life & Casualty Company March 2007 - Present
Skills
Direct Sales, Sales Management
Education
Tuskegee University 1986 — 1991
Business Administration and Management, General
Bankers Life & Casualty Company March 2007 - Present
Skills
Direct Sales, Sales Management
Education
Tuskegee University 1986 — 1991
Business Administration and Management, General
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO