Beneficial Financial Group
Industry: Insurance company
DescriptionBeneficial Financial Group is an insurance and financial services company based in Salt Lake City, Utah. It is a subsidiary of Deseret Management Corporation, the for-profit arm of The Church of Jesus Christ of Latter-day Saints. Headquarters: Salt Lake City, Utah, United States Founded: 1905 Key people: Kent Cannon, CEO Parent organization: Deseret Management Corporation Subsidiaries: Beneficial Reinsurance Company, Beneficial Financial Group, Asset Management Arm
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Beneficial Financial Group Employees
School Improvement Network December 2010 - December 2014
Beneficial Financial Group March 2010 - December 2010
Deseret Management Corporation January 2006 - March 2010
Skills
Public Speaking, Teaching, Editing, Research, Sales, Marketing, Public Relations, Social Networking, Social Media, Management, Leadership, Customer Service, Team Building, Budgets, Microsoft Office, Training, Microsoft Excel, Coaching
Education
Salt Lake Community College 2010 — 2011
Idaho State University 2000 — 2001
State of Utah, Department of Workforce Services May 2014 - Present
Utah Dispute Resolution October 2013 - Present
State of Utah, Department of Workforce Services November 2012 - May 2014
State of Utah, Department of Workforce Services August 2011 - October 2012
Island View RTC March 2010 - May 2011
U.S. Census Bureau March 2009 - June 2009
Primary Residential Mortgage March 2008 - December 2008
Beneficial Financial Group June 2004 - February 2008
Skills
Conflict Resolution, Negotiation, Leadership, Coaching, Interviews, Training, Public Speaking, Workshop Facilitation, Community Outreach, Teamwork, Policy, Employee Relations, Social Media, Employee Training, Job Coaching, Job Search, Career Development, Microsoft Office, Cover Letters, Resume Writing, Mock Interviews, Career Assessment, Career Counseling, Job Search Strategies, Interview Preparation, Time Management, Career Development..., Workforce Development, Interviewing Skills, Social Networking, Crisis Intervention, Staff Development, Workshop Development, Career Management, New Hire Orientations, Program Management, Recruitment Training, Management, Strategy, Job Fairs, Program Development, Partnership-building, Critical Thinking, Leadership Development, Organizational..., Conflict Management, Process Management, Servant Leadership
Education
Gonzaga University 2011 — 2013
Master of Arts, Communication and Leadership Studies
University of Utah 2011 — 2012
Graduate Certificate, Conflict Resolution
University of Utah 2008 — 2009
Bachelor of Arts, Speech Communication
Salt Lake Community College 2006 — 2008
Associate of Arts, English
Adecco at Google April 2014 - Present
Le Meridien Hotels & Resorts February 2011 - Present
C. Lucero Photos March 2009 - Present
Alcatraz Cruises, LLC October 2012 - January 2013
FedEx Office November 2010 - August 2011
Chase January 2009 - September 2010
Wealthbride Mortgage September 2007 - March 2008
Countrywide Full Spectrum Lending July 2006 - September 2007
Beneficial Financial Group August 2005 - July 2006
Clodfelters October 1999 - August 2004
Skills
Leadership, Sales, Analysis, Marketing, Finance, Underwriting, Customer Service, Sales Management, Portfolio Management, Cold Calling, Google Maps, Google Earth, Data Mapping, Sales Operations, Field Work, Field Operations, Field Recording, Photography, Digital Photography, Portrait Photography, Photojournalism, Photos, Event Photography, Team Leadership, Mortgage Lending, Management
Education
Oregon State University 1999 — 2004
Bachelor of Arts (B.A.), Anthropology
St Mary's
Beneficial Life Insurance Company January 2014 - Present
Beneficial Financial Group June 2005 - December 2013
Beneficial Life Insurance Company January 1992 - July 2005
Skills
Securities, Due Diligence, Capital Markets, Loans, Employment Law, Risk Management, Mergers & Acquisitions, Banking, Credit, Corporate Finance, Derivatives, Financial Services, Investments, Private Equity, Finance
Education
Salt Lake Community College
Associate's degree, Business Administration and Management, General
University of Utah
Hewlett-Packard Report Migrations, Training and TranslationsHewlett-PackardMarch 2014 - Present
Hewlett-Packard October 2012 - February 2014
Beneficial Financial Group February 2006 - May 2010
Frontline Pest Control LLC July 2004 - January 2006
Skills
Cloud Computing, Pre-sales, Management, Training, Project Management, System Administration, CRM, Leadership, Business Analysis, SharePoint, Telecommunications, Security, Team Leadership, Customer Service, Reporting
Education
Texas A&M University-Texarkana 1998 — 2000
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Texas A&M University-Texarkana 1998 — 2000
Bachelor's degree, Human Resources Management/Personnel Administration, General
Oxford Wealth Advisors, LLC 2011 - Present
Lynn B. Thurgood & Associates July 1987 - Present
Insurance Network, Inc. January 1993 - Present
The Oxford Group, LLC January 1999 - Present
SOFA - Society for Financial Awareness September 2011 - Present
Roberts Retirement Focus Group 2009 - Present
Allegis Advisor Group 2009 - Present
Producers Equity Group 2008 - Present
Midland National Life - Annuity Division 2001 - Present
Beneficial Financial Group July 1999 - October 2009
Skills
Retirement Planning, Retirement, Estate Planning, Fixed Annuities, Financial Advisory, Investments, IRAs, Insurance, Financial Planners, Long-term Care, 401k, Investment Advisory, Wealth Management, Wealth Accumulation, Wealth, Term Life Insurance, Health Insurance, Whole Life, Series 6, Universal Life, Series 63, Income Protection, Annuities, Annuity, IRA's, Retirement Income..., Wealth Transfer, Asset Protection, Insurance Planning, Long Term Care, Money, Asset, Wealth Preservation, Asset Management, Financial Analysis, Retirement Solutions, Alternative Investments, Reporting & Analysis, Social Security, Fixed Income Strategies
Education
Institute of Business & Finance 2009 — 2010
CAS, Fixed, Fixed Index and Variable Annuities
The American College 1989 — 2001
Chartered Life Underwriter, Financial Services
The University of New Mexico 1976 — 1980
Pre-Pharmacy & Accounting
Huntington National Bank October 2010 - Present
Fifth Third Bank August 2009 - July 2010
Beneficial Financial Group March 2001 - April 2009
Skills
Consumer Lending, Banking, Finance, Sales, Retail Banking, Branch Management, Mortgage Lending, Loans, Commercial Banking, Cross Selling, Deposits, Small Business, Customer Service
Education
Florida State University 1999 — 2000
MS, Sports Adminstration
Marshall University 1994 — 1998
BA, Sports Management and Marketing
Equity Edge Funding Corp September 2001 - Present
Ameriquest Mortgage 1996 - 2000
Beneficial Financial Group 1988 - 1996
Household Finance 1984 - 1988
Skills
Mortgage, Funding, Accounting, Loans, Small Business, Real Estate, Credit, Banking, Risk, Mortgage Industry, Residential, Mortgage Lending, Credit Analysis, Commercial Lending, Loan Structuring, Underwriting, Refinance, Residential Mortgages, Sales Management, Fundraising, Real Estate Finance, Real Estate Financing, FHA, Residential Homes, Real Estate Economics, Financial Risk, First Time Home Buyers, Financial Structuring
Education
Penn State University 1980 — 1984
B.S., Marketing & Accounting
Robert Morris University 1982 — 1983
Accounting and Business/Management
CenturyLink October 1990 - Present
CenturyLink October 1990 - Present
CenturyLink 1990 - 2013
Qwest Communications August 2000 - December 2005
Beneficial Financial Group March 1987 - October 1990
Skills
Telecommunications, Ethernet, MPLS, VoIP, Network Design, IP, Telephony, Wireless, Managed Services, Vendor Management
Education
Academy of Court Reporting 1986 — 1989
Associates, Paralegal
Teays Valley High School 1981 — 1985
Franklin University
Organizational Leadership
Silicon Valley Investigations December 2007 - Present
Voices in Harmony August 2011 - December 2012
Voices in Harmony December 2007 - August 2011
Imhoff & Associates, P.C. July 2006 - December 2007
Beneficial Financial Group September 2003 - June 2006
International Profit Associates, Inc. March 2002 - September 2003
Paramount's Great America March 2000 - March 2002
Citibank September 1999 - March 2000
International Profit Associates, Inc. June 1996 - September 1999
Albanoski Job Development Services March 1993 - June 1996
Skills
Law Enforcement, Corporate Security, Private Investigations, Security, Investigation, Risk Assessment, Physical Security, Workplace Investigation, Workplace Violence, Workplace Safety, Management Consulting, Criminal Law, Executive Protection, Surveillance, Fraud, Evidence, Strategic Planning, Protection, Criminal Justice, Enforcement, Program Management, Training, Business Development, Contract Negotiation, Criminal Investigations, Operations Management, Competitive Analysis, Crisis Management, Security Management, Change Management, Organizational Structure, Security Operations, Program Development, Event Management, Leadership, Project Management, Sales Management, Federal Law Enforcement, Law Enforcement..., Military Police, Loss Prevention, Loss Prevention..., Government Liaison, Police Administration, Management, Counterterrorism, Police, Team Building, Personal Security, Firearms
Education
Kaplan University 2014 — 2016
Master of Science in Criminal Justice, Research, Leadership, and Executive Management, 4.00 GPA
Kaplan University 2012 — 2014
Bachelor of Science (B.S.), Criminal Justice Administration and Management, 3.98 GPA (Summa Cum Laude)
San Jose City/Evergreen Valley College 1982 — 1986
Peace Officer Standards of Training (P.O.S.T.) Certification, Criminal Justice, Police Academy
Allegis Financial Partners June 2010 - Present
Boy Scouts of America 1988 - Present
Cascade Financial Advocates August 2009 - May 2010
Beneficial Financial Group February 2007 - August 2009
Target February 2005 - February 2007
Safeway July 2001 - February 2005
Education
Portland State University 1994 — 1997
Bachelor of Science (B.S.), Economics, Mathematics
Mt. Hood Community College 1992 — 1994
Associate of Science (A.S.), Economics
American Express August 2012 - Present
Uplift Families February 2014 - October 2014
The Church of Jesus Christ of Latter-day Saints January 2012 - July 2012
Beneficial Financial Group July 2008 - August 2009
Skills
Wikis, Brazilian Portuguese, SharePoint, Qualtrics, HTML, Windows, Microsoft Excel, Writing, Data Analysis, Business Analysis, Visio, Project Management, Training
Education
The University of Utah 2013 — 2015
In progress, Marketing
Salt Lake Community College 2012 — 2012
Associate of Science (A.S.), General Studies
Select Portfolio Servicing September 2015 - Present
Select Portfolio Servicing,inc August 2014 - September 2015
Select Portfolio Servicing May 2014 - August 2014
Beneficial Financial Group September 2013 - December 2013
Kumi Network Technology Co., Ltd 2012 - 2012
TEDA Thermoelectric Inc. 2012 - 2012
China Construction Bank 2011 - 2011
Skills
Investments, Equities, Financial Reporting, Bloomberg, Risk Management, Quantative Analysis, Microsoft Excel, Analysis, Matlab, C Language, Financial Engineering, Microsoft SQL Server, Bloomberg Terminal
Education
University of Utah - David Eccles School of Business 2013 — 2014
Master of Science (MS), Finance, General
Nankai University 2008 — 2012
Bachelor of Science (BSc), Applied Mathematics(specialized in Mathematical Finance and Financial Engineering)
Nationwide Childrens Hospital August 1994 - Present
Rite Aid Pharmacy 1992 - July 1994
Beneficial Financial Group July 1991 - 1992
Skills
Healthcare, Healthcare Information..., Customer Service, Scrapbooking, Process Improvement, CPOE, Community Outreach, EMR, Cardiology, Clinical Cardiology, Muse, Holter Monitor, Cardiac..., Grandparents, Card Making, Mars Holter System, Stress Testing, Epic Systems, Kronos Timekeeping, Healthcare Management, PALS, Hospitals, PowerPoint, EKG, Microsoft Excel, Pediatrics
Education
Franklin University 2012 — 2015
Healthcare Management, Healthcare, 4.0 GPA
Technology Education College 1993 — 1994
Certificate, Medical/Clinical Assistant
EmCare May 2012 - Present
American Medical Response April 2009 - May 2012
CRDN of West Florida June 2006 - April 2009
Beneficial Financial Group February 1998 - June 2003
Skills
Physicians, Healthcare, Healthcare Management, EMR, HIPAA, Medicare, Managed Care, Healthcare Information..., Physician Relations, Emergency Medicine, EHR, Healthcare Consulting, Critical Care, Healthcare Industry, Clinical Research, Hospitals
Education
Nova Southeastern University 1997 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
M.R. Plank Roofing and Construction. March 2014 - Present
Bank of America September 2012 - October 2013
Montrose Mazda April 2012 - August 2012
Motorcars Honda April 2011 - March 2012
Newark (Premier Farnell) December 2009 - August 2011
Vespa Cleveland 2007 - 2009
ABC Motorcredit August 2007 - December 2007
NovaStar Mortgage November 2002 - August 2007
Beneficial Financial Group January 2001 - November 2002
Lee Schubert Pontiac Buick and Cadillac August 1997 - January 2001
Skills
Training, Leadership, Negotiation, Time Management, Customer Service..., Product Training, Pipeline Management, Customer Service, Coaching, Selling Skills, Microsoft Excel, Process Scheduler, Sales, Sales Management, Cold Calling, Leadership Development, Customer Retention, Customer Satisfaction, Credit, Forecasting, Mortgage Banking, Sales Presentations, Team Leadership, Direct Sales, Mortgage Lending, Loans, Management, Team Building, Marketing, Selling, Call Centers, Recruiting, Insurance, Program Management, Risk Management, Banking, Account Management, Underwriting, Sales Operations
Education
Kent State University 1991 — 1995
BA in Finance from KSU, Business Administration and Management, General
Eastlake North High School 1988 — 1991
DIploma, Pre Business
Idaho Central Credit Union June 2005 - Present
TCF Bank 1994 - 2005
Beneficial Financial Group 1992 - 1994
Skills
Sales Management, Profit Maximization, Proven Leader, Loans, Mortgage Lending, Banking, Loan Origination, Refinance, Credit, Real Estate, Mortgage Banking, Retail Banking, Credit Analysis, Consumer Lending, FHA, Commercial Lending, Home Equity Lines of..., VA loans, USDA, Financial Services, Home Equity Loans, Residential Mortgages, Finance, Underwriting, Credit Unions, Construction Loans, Reverse Mortgages, Government Loans, FHA financing, Mortgage Underwriting, Loan Servicing, Commercial Mortgages, Small Business Lending, FHA Financing
Education
Northern Illinois University 1987 — 1991
B.S., Finance
Links Consulting January 2010 - Present
Beneficial Financial Group January 2007 - January 2009
Skills
Strategic Planning, Risk Management, Investments, Financial Modeling, Income Distribution, Wealth Preservation..., Estate Tax Planning, Estate Tax Planning for..., Tax Free Income, Microsoft Excel, Customer Service, Banking, Financial Analysis, Microsoft Office, Variable Annuities, Fixed Annuities, Strategy, Life Insurance, Retirement Planning, Finance, Financial Services, Insurance, Strategic Financial..., Loans, Estate Planning, Leadership, Retirement, Due Diligence, Financial Advisory, 401k, Wealth Management, Small Business, Employee Benefits, Mutual Funds, Financial Planning
Education
Southern Utah University 2005 — 2008
Bachelor of Arts (B.A.), Communication
Lincoln Federal Savings Bank April 2013 - Present
Beneficial Financial Group June 2006 - March 2009
CitiFinancial February 2000 - March 2006
Skills
Coaching, Mentoring,..., Proftit and Loss..., Inventory Control, Interviewing Skills, Marketing, Customer Service, Credit, Sales, Protecting..., Coaching, Management, Training, Loans, Insurance, Employee Benefits, Loan Origination, Interviews, Customer Retention, Mortgage Lending, Sales, Hiring, Mortgage Banking, Credit Analysis, Banking
Education
Minot State University 1985 — 1988
Business, Management, Marketing, and Related Support Services
Minto State Univeristy 1985 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Right at Home Inc. March 2015 - Present
Right at Home, Inc. April 2010 - March 2015
HSBC 2006 - 2009
HSBC 2003 - 2005
Household International 2002 - 2003
Household International 1999 - 2002
Household Finance 1998 - 1999
Beneficial Financial Group 1997 - 1998
Beneficial Financial Corporation 1988 - 1997
Skills
Vendor Management, Product Development, Sales Management, Stakeholder Management, Process Improvement, Strategic Planning, Analytics, Relationship Management, Risk Management, Project Management, Business Development, New Business Development, Healthcare, Management, Start-ups, Leadership, Business Planning, Operations Management, Executive Management, Training, Account Management, Team Building, Coaching, Strategy, Business Strategy, Sales, Product Management, Marketing, Program Management, Leadership Development, Budgets, Forecasting, Six Sigma, Project Planning, Human Resources, Strategic Partnerships, P&L Management, Business Intelligence, Cross-functional Team..., Change Management, Customer Service, Business Analysis, Team Leadership, Integration, Organizational..., Competitive Analysis, Contract Negotiation, Analysis, Direct Sales, Business Process...
Education
Northwestern University - Kellogg School of Management
New Product Development, Financial and Management Courses
University of Nebraska at Omaha
MBA, Master of Business Administration
University of Nebraska-Lincoln
Bachelor of Science, Agribusiness
University Venture Fund May 2014 - September 2015
Citi June 2015 - August 2015
Sorenson Capital Partners September 2014 - December 2014
Beneficial Financial Group January 2014 - May 2014
Sportz Filmz June 2012 - December 2013
PoleVault Media May 2013 - July 2013
United States Marine Corps December 2002 - July 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Leadership, Operations Management, Data Analysis, Operational Planning, Information Assurance, Management, Research, Finance, Microsoft Office, Analysis, Customer Service, Public Speaking, PowerPoint, Bloomberg Terminal, QuickBooks, AccountEdge, Communicaiton, Mac OS, Investments, Due Diligence
Education
University of Utah 2013 — 2015
Bachelor's degree, B.S. Economics, minor in business
Salt Lake Community College 2011 — 2012
Pre-Business, Pre-Business, 3.79
Boehringer Ingelheim December 2012 - Present
Cartus June 2005 - January 2012
Beneficial Financial Group April 1996 - August 1998
Skills
Customer Service, Customer Support, Relocation, Compensation & Benefits..., Employment-based..., Policy Analysis, Credit Analysis, Time Management, Payroll Analysis, Time & Attendance, Consulting, Collections, Employee Training, Translation
Education
Naugatuck Valley Community College 1993 — 1995
Associate's degree, Business Administration and Management, General
danbury high school 1989 — 1993
high school diploma, Developmental and Child Psychology
Doctor-Patient Health Records 2009 - Present
WealthCreateWebs LLC September 2007 - Present
HSBC Technology and Services November 2002 - January 2007
Household International 1998 - 2002
Beneficial Financial Group 1984 - 1997
Skills
Analysis, Sales Management, Account Management, Business Strategy, Direct Sales, Business Analysis, Marketing Strategy, Key Account Management
Education
Raritan Valley Community College 1981 — 1983
Associates of Applied Science, Information Technology
Volunteer April 2014 - Present
American Red Cross January 2009 - April 2014
Nordstrom August 1997 - October 2007
Bank of America November 2001 - June 2006
Beneficial Financial Group August 1997 - June 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Budgets, C++, C, Public Speaking, Editing, Strategic Planning, Java, Negotiation, Sales, Volunteer Management, Social Networking
Education
Girls Polytechnic
Portland State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Chamberlain Marketing Group February 2010 - Present
UniFirst Corporation January 2009 - February 2010
Unishippers June 2008 - December 2008
Yellowbook January 2006 - June 2008
Beneficial Financial Group January 2004 - January 2006
InHealth Record Systems January 2000 - December 2003
Skills
Team Building, Sales, Account Management, Sales Management, Inventory Management, Microsoft Office, Process Improvement, Strategic Planning, Operations Management, Training, Customer Satisfaction, Microsoft Excel, Management, Advertising, Automotive, B2B, Budgets, Business Development, Change Management, Coaching, Cold Calling, Contract Negotiation, Cross-functional Team..., Customer Retention, Customer Service, Data Entry, Direct Sales, Employee Relations, Event Management, Event Planning, Forecasting, Human Resources, Leadership, Leadership Development, Logistics, Manufacturing, Marketing, Marketing Strategy, Microsoft Word, Negotiation, New Business Development, Outlook, PowerPoint, Process Scheduler, Product Development, Project Management, Project Planning, Public Relations, Public Speaking, Purchasing
Education
Georgia Southern University 1995 — 1999
Marketing
Fayette County High School 1992 — 1995
Equitable Life & Casualty January 2014 - Present
ScopeTechs April 2013 - October 2014
Equitable Life & Casualty July 2012 - December 2013
Salt Lake City January 2012 - July 2012
JetBlue Airways April 2007 - December 2011
Beneficial Financial Group July 2006 - April 2007
Community Nursing Services January 2004 - June 2006
Marriott Vacation Club, Int'l January 2003 - November 2004
Shilo Inns Suites Hotels September 2000 - January 2003
Skills
Editing, Content Development, Freelance Writing, Creative Writing, Customer Service, Advocacy, Community Outreach, Budgets, Analysis, Team Building, Accounts Payable, Writing, Insurance, Critical Thinking, Life Insurance, Microsoft Excel, Data Entry, Copywriting, Research, Medical Terminology, Work Well Independently, Teamwork, AS400 system, Nutrition, First Aid, Integrity, Interpersonal Skill, Content Marketing, Organization, Public Speaking, Medical Underwriting, Multi Tasking, SharePoint Services 3.0, Budgeting, Efficiency, Literature, Caretaking, Food Preparation, Safety, Compliance, Arts and Crafts, Performing Arts, Emergency Procedures, Energy Conservation, First Time Home Buyers, Problem Solving, Content Management, Business Development, Training, Leadership
Education
Salt Lake Community College 2009 — 2012
Undecided, Business Administration, Management and Operations
Westminster College 2003 — 2005
N/A, Nursing, N/A
University of Utah 2001 — 2002
N/A, Graphic Design, N/A
Kanab High School 1999 — 2001
High School Diploma, Regular/General High School/Secondary Diploma Program
Delta Division of Family Practice May 2015 - Present
Trillium Talent Resource Group - Staffing Solutions August 2008 - May 2015
Trillium Talent Resource August 2007 - May 2015
McKenzie Health Care Recruitment 1998 - 2015
Vancouver Coastal Health January 2007 - August 2008
Beneficial Financial Group 1991 - 1996
Skills
Executive Recruitment, Executive Search, Physician Recruitment, Nurse Recruitment, Allied Health..., Paramedical Recruitment, Human Resources, Recruiting, Sourcing, Talent Acquisition, Healthcare, Management, Employee Relations, Temporary Placement, Temporary Staffing, Hiring, Applicant Tracking..., Team Leadership, Personnel Management, Team Building, Onboarding, Training, New Hire Orientations, Coaching, Performance Management, Employee Engagement, Interviews, Talent Management, Leadership Development, Physical Therapy, Contract Recruitment, Physicians, Pharmacists, Occupational Therapists, Permanent Placement, Internet Recruiting, Time Management, Document Management, Screening, HR Consulting, Organizational..., Screening Resumes, College Recruiting, Recruitment Advertising, Resume Writing, Succession Planning, Recruiter, Recruitment/Retention, Mammography, Musculoskeletal...
Education
Langara College 1990 — 1992
Associate Degree - Business Administration, Business Administration
New Westminster Secondary School, BC 1980 — 1985
Dogwood Grade 12 Diploma, Business Administration, Management and Operations
Northview Church October 2014 - Present
Formstack January 2013 - May 2014
Indiana Innovation Awards April 2011 - June 2012
Kahn's Catering December 2004 - December 2008
One Click Internet Ventures January 2008 - August 2008
TruGreen LandCare April 2002 - December 2004
Beneficial Financial Group May 2001 - April 2002
Skills
Social Media Marketing, Event Planning, Marketing Strategy, Social Media, Social Networking, Public Relations, Media Relations, Public Speaking, Entrepreneurship, Marketing Communications, Blogging, Email Marketing, Nonprofits, Sales, Facebook, Marketing, Event Management, Content Writing, Fundraising, Online Marketing, Online Advertising, Advertising
Education
Indiana University - Kelley School of Business 1997 — 2001
BS, Marketing
Sport&Health June 2011 - Present
Sport&Health November 2010 - June 2011
Beneficial Financial Group September 2005 - July 2008
Glory Days Grill August 2004 - November 2005
Skills
Administration, Customer Service, Loan Documentation, Fitness, Sales Operations, Supervisory Skills, Hiring/firing, Microsoft, Scheduling, Cash Handling, Telephone Skills, Reception
Education
Northern Virginia Community College 2004 — 2007
Business
Osbourn High School 2000 — 2004
General Diploma
Live Oak Bank January 2009 - Present
Community South Bank 2005 - 2009
RBC Bank 1998 - 2005
Beneficial Financial Group 1995 - 1998
Skills
SBA, Loan Closings, Commercial Lending, Small Business Lending, Commercial Mortgages, Underwriting, Real Estate, Credit Analysis, Loan Origination, Commercial Banking, Credit, Banking, Credit Risk, Mortgage Lending, Loans, Finance, Financial Analysis
Education
NAGGL
Advanced Lender Diploma
Meredith College
BA
Meredith College
Paralegal Certification
Peace College
AA
Love at First Bite Catering January 2013 - Present
La Femme Elegante March 2002 - Present
Sonia's Designs 1999 - 2002
Kel Tech Associates 1992 - 1999
Terratron Consultants 1989 - 1992
Beneficial Financial Group May 1987 - June 1988
AT&T December 1980 - May 1987
Skills
Advertising, Visual Merchandising, Fashion Shows, Textiles, Marketing, Event Management, Styling, Fashion Design, Trend Analysis, Merchandising, Retail, Events Coordination, Fundraising, Public Relations, Technical Writing, Personnel Management, Catering, Training and Development, Sales
Education
Pace University - Lubin School of Business 1978 — 1984
Master of Business Administration (MBA), Marketing and Financial Management, 3.7 Graduated with Thesis Honors Distinction
Marywood University 1971 — 1975
Bachelor of Science (BS), Fashion Merchandising and Business, 3.5 Graduated with Honors
Fashion Institute of Technology 1973 — 1974
Associate of Arts and Sciences (AAS), Fashion Merchandising, 3.7 Graduated with High Honors
Immaculata High School, Somerville, NJ 1967 — 1971
HS Diploma - College Preparatory, College Preparatory Courses.
Flagstar Bank December 2013 - Present
Citibank June 2013 - December 2013
Wells Fargo Home Mortgage April 2011 - June 2013
Patriot Lending Group, Inc. January 2005 - April 2011
Northeast Mortgage Corporation 1998 - 2005
Fairfield Mortgage Corporation 1994 - 1997
Beneficial Mortgage Corporation 1992 - 1994
Beneficial Financial Group 1992 - 1994
Skills
Mortgage Lending, Loans, Investment Properties, Sales, Mortgage Banking, Refinance, Loan Origination, FHA, Residential Mortgages, Credit, VA loans, Banking, FHA financing, USDA, Credit Analysis, Certified Mortgage..., Coaching, FHA Financing, VA Loans
Education
Hobart and William Smith Colleges 1988 — 1992
BS, Economics
Millennium Commercial Cleaning Services, Inc October 2010 - Present
Level 1 Maintenance January 2010 - October 2010
America Freedom Advisors February 2009 - January 2010
Eliant, Inc. January 2006 - February 2009
Marketing Associates USA 1997 - 2006
Beneficial Financial Group 1981 - 1991
Skills
Microsoft Office, Marketing Strategy, Team Building, Budgets, Microsoft Excel, Sales Management
Education
Fairleigh Dickinson University
Atlantic City Board of Education December 2006 - Present
Beneficial Financial Group September 2005 - August 2006
Enterprise Rent-A-Car June 2000 - August 2005
Skills
Motivation, Communication, Social Responsibility, Highly responsible, Problem Solving, Elementary Education, Coaching Staff, Recreation Planning, Lesson Planning, Teaching, Enthusiasm to learn, Open Minded, Creative Solutions
Education
Hampton University 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
American Express March 1986 - December 2011
Beneficial Financial Group June 1984 - March 1986
Skills
Portfolio Management, Analytics, Re-engineering, Strategy Development, Training & Development, Leadership Development, Analysis, Banking, Business Process..., Call Centers, Change Management, Credit Cards, Cross-functional Team..., Customer Satisfaction, Employee Training, Financial Services, Leadership, Management, Payments, Process Improvement, Program Management, Project Management, Risk Management, Strategy
Education
University of Phoenix 2001 — 2003
Masters, International Management
Elon University 1980 — 1984
BS, Business Management
Progressive Converting Inc. December 2014 - Present
Progressive Converting Inc. February 2013 - Present
Genpact LLC April 2012 - February 2013
Multi-Plastics Extrusions April 2010 - April 2012
Reynolds Packaging Group June 2008 - March 2010
Manpower 2006 - 2007
Beneficial Financial Group 2005 - 2006
Pets United LLC 2004 - 2005
Education
Penn State University 2000 — 2004
Bachelors, Labor and Industrial Relations
Mansell Law August 2013 - Present
SafeAuto Insurance Company May 2008 - Present
Beneficial Financial Group May 2007 - November 2007
Skills
Organization, teamwork, Insurance, Sales, Public Speaking, Positive Energy, Motivation, Challenge Driven, Customer Service, Teamwork, Microsoft Office, Microsoft Excel, Negotiation, Subrogation, Property & Casualty...
Education
Gannon University 2002 — 2006
Bachelors Degree, Advertising/Communications
Unum December 2012 - Present
Unum February 2008 - December 2012
South West Florida Water Management District 2000 - 2007
Beneficial Financial Group 1996 - 1998
Progressive Insurance 1991 - 1995
monarch life insurance January 1985 - January 1988
Skills
SQL, PL/SQL, Requirements Analysis, Databases, Microsoft SQL Server, Visio, Software Documentation, Software Development, T-SQL, C#, SDLC, Database Design, .NET, Disaster Recovery, Systems Analysis, DB2, Enterprise Architecture, SharePoint, Requirements Gathering, Business Analysis, Web Services
Education
Holyoke Community College 1979 — 1982
Beneficial Life Insurance Co., Inc. June 2014 - Present
Beneficial Life Insurance Company August 2011 - June 2014
SunGard May 2011 - September 2011
Poulton Assoicates July 2010 - May 2011
Deseret Mutual November 2009 - August 2010
Beneficial Financial Group September 2000 - November 2009
EbixLife (FKA LifeLink Inc) May 2000 - September 2000
Beneficial Life Insurance Company 1993 - 2000
Skills
XML, Web Services, Java, JavaScript, TFS, Software Development, Microsoft SQL Server, C#, AJAX, Databases, Hibernate, Java Enterprise Edition, Oracle, Visual Studio
Education
Salt Lake Community College 1987 — 1990
HSBC May 2015 - Present
HSBC March 2013 - April 2015
HSBC Insurance July 2007 - February 2013
HSBC Card & Retail Services August 2001 - July 2007
Household Finance December 1998 - July 2001
Beneficial Financial Group December 1997 - December 1998
Skills
NJ Insurance Producer..., Internal Audit, Relationship Management, Risk Management, Financial Risk, Operational Risk, Training, Portfolio Management, Project Management, Enterprise Risk..., Management, Risk Assessment, Vendor Management, Due Diligence, Operational Risk..., Governance, Business Analysis, Process Improvement, Insurance, Credit Cards, Human Resources, Underwriting, Auditing, Financial Services, Performance Management, Credit
Education
Oregon State University 1993 — 1997
BA, Business Administration/International Business
Universität Stuttgart 1995 — 1996
One year exchange program, Business and German
Treadline Hardwood & Millwork June 2006 - Present
Decca Hardwood Company January 2000 - June 2006
Beneficial Financial Group August 2002 - February 2003
Skills
Flooring, Hardwood Flooring, Carpentry, Sales Management, Account Management, Construction, Sales
Education
Portland State University 1997 — 1999
buisness
Department of Veterans Affairs April 2012 - Present
Department of Veterans Affairs June 2008 - April 2012
Department of Veterans Affairs June 2007 - June 2008
North Carolina A&T State University February 2006 - September 2006
MEGA FORCE STAFFING SERVICE December 2005 - January 2006
Ablest Staffing January 2004 - March 2005
YSM BUILDING SERVICE June 2001 - March 2004
L & M Income Tax Svc 1983 - 1984
Beneficial Financial Group 1981 - 1984
Internal Revenue Service 1979 - 1981
Skills
Policy, Government, Access, General Ledger, Auditing, QuickBooks, Invoicing, Microsoft Excel, Financial Reporting, Payroll, Journal Entries, Budgets, Microsoft Word, Financial Analysis, Insurance, Bookkeeping, Customer Service, Public Speaking, PowerPoint
Education
H&R Block Income Tax School 2013 2013 — 2013
2013 Income Tax
Roxbury Community College 2010 — 2012
Associate of Science (AS), Accounting
AIG March 2015 - Present
Green Cross Insurance May 2014 - December 2014
Beneficial Financial Group January 2014 - April 2014
Beneficial Financial Group August 2013 - December 2013
ShiftShare June 2012 - December 2012
Skills
Strategic Planning, Project Management, Business Strategy, Team Building, Negotiation, Customer Service, Microsoft Word, New Business Development, Due Diligence, Credit Analysis, Fixed Income, Equity Valuation, Bloomberg, System Deployment, Business Analysis, Operational Risk...
Education
University of Utah 2013 — 2014
Finance, General, Bachelor of Science (B.S.)(Dean's List)
Keio University 2008 — 2010
Administration Engineering, Bachelor of Science (B.S.)
Farm Credit Mid-America August 2014 - Present
Rabobank April 2010 - Present
Rabobank August 2006 - April 2010
HSBC - Beneficial Finance September 2004 - November 2006
Beneficial Financial Group January 2006 - June 2006
Decision One Mortgage 2001 - 2004
Bank One 1995 - 1997
Skills
Financial Risk, Loans, Business Analysis, Derivatives, Payments, Cash Management, Process Management, Change Management, Management, Auditing, Finance, Customer Service, Analysis, Quality Assurance, New Business Development, writing, Loan Documents, Loan processing, Mortgage Post Closing, Training, Policy and Procedure..., Project Coordination, Research, Interest Calculation, Microsoft Office
Education
University of Indianapolis 1995 — 1999
Business Management, Principles of Banking, Spanish I & II, Accounting
Ivy Tech Community College 1995 — 1996
Indiana Real Estate License, Passed state licensing exam
Semons Financial Group August 2015 - Present
Bish's RV Super Center August 2014 - August 2015
Regence BlueShield of Idaho May 2006 - August 2014
Beneficial Financial Group 2003 - 2006
Odell's Furniture 2000 - 2003
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Public Speaking, Coaching, Boy Scouts, Horses, Microsoft Office, Portuguese, Sales Process, Health Savings Accounts, Brokers, Medicare, Managed Care, Sales, Account Management, Medicare Part D, Healthcare Industry, Leadership, Underwriting
Education
Idaho State University
Bachelor of Arts, English
Utah State University
General Studies
Independent Health September 2015 - Present
Ingram Micro September 2014 - July 2015
Ingram Micro December 2012 - September 2014
Liazon April 2012 - November 2012
Bryant & Stratton College December 2006 - January 2012
Zurn Industries July 2004 - September 2006
Beneficial Financial Group December 2003 - June 2004
PowerNetGlobal Communications May 2002 - November 2003
Skills
Budgeting, Accounting, Excel, Customer Relations, Strategic Planning, Microsoft Excel, Forecasting, Budgets, Customer Service, Vendor Management, Analysis, Time Management, Accounts Payable, Insurance, Management, Negotiation, Business Process..., Account Management, Business Analysis, Financial Analysis, Strategy
Education
Liberty University 2007 — 2010
M.S.
State University of New York College at Fredonia 1998 — 1999
B.S.
Jamestown Community College 1995 — 1998
A.A.S.
Cattaraugus Central School
Nephrology Associates of Utah October 2014 - Present
Kidney & Hypertension Institute of Utah October 2014 - Present
Physicians Practice Management Inc July 2006 - October 2014
Pacific Dental Services December 2012 - August 2014
PPM Financial Services July 2006 - May 2014
Beneficial Financial Group March 2004 - February 2007
Super Save of Idaho Inc April 1999 - May 2004
Skills
Insurance, Practice Management, Health Insurance, Revenue Cycle Management, Customer Service, Financial Analysis, Employee Benefits, Outlook, Process Improvement, Retirement, Retirement Planning, Accounts Receivable, Account Management, Investments, Portfolio Management, PowerPoint, Healthcare, Coaching, HIPAA, Hiring, Healthcare Management, Sales, Team Building, Employee Relations, Financial Planning, Asset Management, Securities, Budgeting, Billing, Workflow Analysis, Scheduling, Compliance, Customer Relations, Excel, Word, Problem Solving, Healthcare Reimbursement, Medicare/Medicaid..., Finance, Forecasting, Medical Billing, Financial Modeling, Marketing, Medicare, Strategic Planning, Healthcare Consulting, Benefits Administration, Leadership, Training, Management
Education
Idaho State University 1999 — 2004
BA, Dual Majors: Finance & Marketing
Helix Education November 2012 - Present
Helix Education November 2012 - May 2015
Howard County Prosecutor's Office July 2007 - November 2012
YMCA August 2010 - August 2012
Beneficial Financial Group January 2006 - July 2007
AT&T June 1998 - January 2006
Skills
Conflict Management, Microsoft Office, Microsoft Word, Microsoft Excel, Peachtree, TaxAct, Analytical Reasoning, Outstanding time..., Multi Tasking, Office Equipment..., Calendar Planning, Legal Research, Bank Reconciliation, Team Leadership, Instructor-led Training, Data Entry, Customer Service, Leadership, Invoicing, Public Speaking, Research, Account Reconciliation, Training, Time Management
Education
Indiana Wesleyan University 2013 — 2015
Master of Science (M.S.), Accounting
Indiana Wesleyan University 2009 — 2012
Bachelor of Science (BS), Accounting
Indiana University Kokomo 2006 — 2009
Associate of Arts (AA), General Studies
Larson CPA & Advisors, PLLC December 2013 - Present
Hornor Townsend & Kent January 2011 - Present
Cambridge Financial Center January 2011 - Present
Larson Insurance & Financial Services February 2008 - Present
MassMutual Financial Group August 2009 - December 2010
Beneficial Financial Group February 2008 - August 2009
Skills
Retirement, Insurance, Mutual Funds, Health Insurance, Retirement Planning, Wealth Management, Finance, Investment Advisory, Financial Services, Strategic Financial..., Investments, Fixed Annuities, IRAs, Financial Planners, 401k, Estate Planning, Life Insurance, Disability Insurance, Financial Advisory, Small Business, Term Life Insurance, Securities, Long-term Care, Portfolio Management, Asset Management, High Net Worth..., Pensions, Series 7, Personal Finance, Financial Planning
Education
Southern Utah University 2003 — 2008
Bachelor's degree, Accounting
The American College
LUTCF
Eastern Kentucky University August 2009 - Present
Abraham Baldwin Agricultural College August 2000 - July 2009
Beneficial Financial Group February 1995 - July 2000
Skills
Public Speaking, Teaching, University Teaching, Research, Higher Education, Time Management, Curriculum Design, Community Outreach, Student Affairs, Policy Analysis, Political Science, Program Evaluation, Qualitative Research, Student Development, SPSS, Public Policy, Academic Writing, Grant Writing, Analysis, Lecturing, Comparative Politics, Politics, Research Design, International Relations
Education
Georgia State University 1996 — 2002
Doctor of Philosophy (Ph.D.), Public Law, American Politics, and Comparative Politics, 3.78 cumulative GPA
Villanova University 1993 — 1995
Masters of Arts, Political Science and International Relations, 3.85
West Chester University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Polymer Technologies, Inc. January 2009 - Present
Beneficial Financial Group 2006 - 2009
Bank of America 2005 - 2006
Skills
Customer Service, Management, Negotiation, Leadership, Project Management
Education
Penn State University 2001 — 2005
BS, Communications
IT Works 2014 - Present
Global vacation Network September 2008 - Present
Beneficial Financial Group October 2008 - March 2009
Robert Grooters April 2007 - July 2008
Groove Advertising & Marketing Solutions July 2006 - July 2007
Kraft Business September 2001 - June 2006
Skills
Cold Calling, Customer Service, Real Estate, Administration, Account Management, Leadership, Sales, Marketing Strategy, Marketing, Management, New Business Development, Sales Management, Strategic Planning, Team Building
Education
Owens Community College 1993 — 1995
associates, Business
University of Toledo 1991 — 1995
Bachelors, Business Administration and Management, General
Cydcor July 2015 - Present
Cydcor June 2012 - July 2015
Cydcor March 2011 - June 2012
BDS Solar December 2010 - March 2011
Emerald Health Services March 2008 - May 2009
Beneficial Financial Group August 2006 - July 2007
Skills
Excel, Data Analysis, Sales Process, Research, Telecommunications, Account Management, Customer Relations, Customer Service, Microsoft Excel, Forecasting, Social Media, Sales, Marketing Strategy, Direct Marketing, Management, Recruiting, Marketing, Process Improvement, Cold Calling, Leadership, Business Development, Training, B2B, Entrepreneurship, Salesforce.com
Education
Indiana University of Pennsylvania 2000 — 2005
Bachelor of Science, Marketing
Insurance Advocates June 2014 - Present
The Highmark Group April 2011 - January 2014
Physician Licensing Service June 2009 - May 2010
Beneficial Financial Group August 1998 - March 2008
Skills
Medical Terminology, Microsoft Excel, Microsoft Office, Customer Service, Project Management, Strategic Planning, Sales Management, Process Scheduler, Contract Management, Management, Budgets, Contract Negotiation, Residential Homes, Project Estimation, Project Bidding, Proposal Writing, Estimates, Project Planning, Negotiation, Microsoft Word, Team Building, Training, Construction, Data Entry
Education
Salt Lake Community College 2013 — 2016
Mortuary Science and Embalming/Embalmer
Stevens-Henager College 2005 — 2007
A.S., Medical Specialties
AIM Wealth Advisory Group - an Ameriprise Financial Services, Inc. Private Wealth Advisory Practice February 2013 - Present
Ameriprise Financial Services, Inc. October 2009 - February 2013
Northwestern Mutual February 2008 - October 2009
merritt forest products December 2007 - January 2008
Beneficial Financial Group June 2007 - September 2007
Education
Oregon State University 2004 — 2008
BS, Finance
Realty ONE Group July 2014 - Present
SMART CLICK REALTY February 2011 - Present
Mattco Financial Services September 2003 - April 2008
Columbia Equities January 2003 - August 2003
Sterling Lending Group January 2001 - December 2002
CitiMortgage 1999 - 2002
Beneficial Financial Group May 1994 - June 1999
Personal Mortgage Corp 1994 - 1999
Skills
Loans, Real Estate, Mortgage Lending, Sellers, First Time Home Buyers, Finance, Sales, Investment Properties, Short Sales, Management, Residential Homes, REO, FHA, Refinance, Mortgage Banking
Education
State University of New York College at Oswego 1990 — 1994
Finance, Business
State University of New York College at Oswego 1990 — 1994
Finance, Business Administration
Van Groningen and Sons, Inc Operations ManagerAegis Wholesale MortgageMarch 2007 - September 2007
Decision One Mortgage May 2003 - March 2007
Beneficial Financial Group January 1991 - May 2000
Education
Modesto Junior College
Pacific Union International August 2012 - Present
Frank Howard Allen Realtors February 1989 - July 2012
Lifespring, Inc June 1987 - January 1989
Beneficial Financial Group December 1985 - January 1987
CitiFinancial June 1982 - December 1985
First Fidelity Bank July 1979 - June 1982
Skills
Negotiation, Seniors, Sellers, Real Estate, Selling, Residential, Referrals, Investors, Short Sales, REO, First Time Buyers, Relocation, Single Family Homes, Buyer Representation, Investment Properties, Relocations, Foreclosures, Condos, Listings, Resale, Luxury, Purchase, Real Estate Investment, Land, Buying, Home, Investments, Contract Negotiation, Public Speaking, Distressed Property, 1031 Exchanges, Income Properties, Home Staging, Marketing Strategy, Waterfront, Residential Homes, Resellers, FHA, Property, First Time Home Buyers, Real Estate Development, Seller Representation, Real Estate Transactions, SFR, Move Up Buyers, New Homes, New Home Sales, Townhomes, e-PRO, Vacation Homes
Education
Fairleigh Dickinson University 1981 — 1985
M.B.A., Marketing and Finance
Rowan University 1975 — 1979
Bachelor of Arts, Marketing and Finance
First Internet Bank of Indiana January 2004 - Present
Pacer ticket holder 2003 - 2013
Centra Credit Union 1998 - 2004
Beneficial Financial Group 1983 - 1987
Education
Indiana State University 1979 — 1983
BS, Finance and Economics
Indiana State University - Scott College of Business
State Farm December 2013 - Present
State Farm October 2012 - October 2013
State Farm Insurance May 2008 - October 2012
State Farm Insurance May 2003 - May 2008
Beneficial Financial Group November 2002 - May 2003
State Farm Insurance June 1991 - October 2002
Skills
Team Leadership, Change Management, Performance Management, Leadership, Supervisory Skills, Business Process..., Data Analysis, Claims Investigations, Claims Handling, Alternative Dispute..., Depositions, Arbitration, Mediation, Litigation, Subrogation, Billing Process, Contact Center..., Diversity, Mentoring, Job Coaching, Key Performance..., Microsoft Office, Microsoft Excel, Adjusters, Claim, Liability, Insurance, Coaching, Customer Service, Strategic Planning, Team Building
Education
The American College 2010 — 2015
Charter Life Underwriting
Marshall University 1981 — 1985
BA, Finance and Business Law
Dupont High School 1978 — 1981
High School Diploma, Business
UBS Global Asset Management July 2013 - Present
UBS Wealth Management August 2011 - July 2013
University of Utah September 2010 - April 2011
Beneficial Financial Group September 2010 - April 2011
The Linfield Review September 2009 - May 2010
Asia Commercial Bank (ACB) June 2008 - August 2008
Skills
Financial Analysis, Data Analysis, Bloomberg Terminal, Financial Modeling, VBA, Hyperion Essbase, Bloomberg API, Private Equity, Wealth Management, Finance, Valuation, Bloomberg, Microsoft Excel, Corporate Finance, Analysis, Due Diligence, Management
Education
University of Utah - David Eccles School of Business 2010 — 2011
M.S., Finance
Linfield College 2007 — 2009
B.S., Finance (cum laude)
Union Pacific Railroad May 2015 - Present
Union Pacific Railroad September 2013 - April 2015
Union Pacific Railroad May 2012 - September 2013
Union Pacific Railroad January 2011 - April 2012
Union Pacific Railroad January 2011 - April 2012
Chase 2007 - 2009
Countrywide Home Loan Inc 2005 - 2007
Washington Mutual Finance Co 2002 - 2005
Beneficial Financial Group 1999 - 2002
Skills
Management, Transportation, Freight, Supply Chain, Operations Management, Pricing, Transportation..., Customer Service, LTL, Strategic Planning, Logistics, Leadership, Trucking, Contract Negotiation
Education
Sam Houston State University 2015 — 2017
Master of Business Administration (M.B.A.)
Washington State University - College of Business and Economics
Bachelor's Degree, Business Administration, Management and Operations
Kolūd September 2015 - Present
Intermountain Healthcare August 2014 - Present
Stampin' Up! March 2013 - July 2014
ThomasArts August 2006 - February 2013
Beneficial Financial Group June 2004 - August 2005
AIGA October 2004 - October 2004
Lumin Publishing January 2004 - March 2004
Skills
Advertising, Art Direction, Graphic Design, InDesign, Illustrator, Photoshop, Print Design, Web Design, Adobe Acrobat, Mobile Application..., User Interface Design, Brand Development, Creative Problem Solving, Corporate Identity, Posters, Copywriting, Logo Design, Adobe Creative Suite, Creative Direction, Interactive Advertising, Image Manipulation, Corporate Branding, Environmental Design, Branding & Identity, Digital Photography, Interactive Marketing, Concept Development, Art, Interaction Design, Typography, Visual Communication, Layout, Illustration, Email Marketing, Direct Mail, Flyers, Creative Strategy, Brochures, Packaging, Catalogs, Banners, Business Cards, Motion Graphics, User Experience, Pre-press, CSS, Flash
Education
University of Utah 2001 — 2004
BFA, Graphic Design
Salt Lake Community College 1999 — 2001
Visual Arts
Beyers Tree Service January 2015 - Present
Bob Evans November 2013 - September 2014
RWB Pro Services May 2013 - April 2014
EcoPure April 2012 - July 2013
Talbert House October 2007 - December 2011
Gametime Training Center January 2007 - December 2007
Beneficial Financial Group June 2001 - March 2005
Skills
Strategic Planning, Leadership, Customer Service, Team Building, Training, Management, Financial Analysis, Budgets, Marketing, Analysis, Microsoft Office, Coaching, Sales, Account Management, Insurance
Education
Indiana Wesleyan University 2007 — 2009
M.B.A., Applied Management
Thomas More College 1995 — 1997
Bachelor of Business Administration (B.B.A.)
Fairfield High School 1986 — 1989
STCU June 2015 - Present
Horizon Credit Union June 2013 - June 2015
School Employees Credit Union of Washington November 2005 - June 2013
Beneficial Financial Group March 2002 - October 2005
Skills
Customer Service, Multi Tasking, Maintaining Strong..., Goal-oriented..., Problem Solving, Customer Oriented, Team-oriented, Easily Adaptable, Loan Origination, Finance, Credit, Call Centers, Sales, Outlook, Project Management, Credit Cards, Financial Analysis
Education
Skagit Valley College 1999 — 2002
Associates in Technical Arts, Graphic Design
Anacortes High School 1998 — 1999
Scott Lynch Agency - American National June 2013 - Present
Farmers Insurance Group of Companies April 2010 - May 2013
Farmers Insurance September 2002 - March 2010
TMP Mortgage, LLC June 2000 - December 2006
Mid Am Financial Services March 1997 - June 2000
Beneficial Financial Group January 1988 - March 1997
United States Air Force July 1983 - September 1987
Skills
Sales, Management, Training, Entrepreneurship, Team Building, Leadership, Sales Management, Recruiting, Coaching, Talent Management, Talent Development, Business Planning, Marketing, Budgets, Fixed Annuities, Employee Benefits, Life Insurance, Insurance, Customer Service, General Insurance, Term Life Insurance, Property & Casualty..., Retirement, Umbrella Insurance, Commercial Insurance, Workers Compensation, Account Management, Disability Insurance, Casualty, Homeowners, Cold Calling, Small Business, Universal Life, Renters, Mortgage Lending, Customer Retention, Program Management, Selling, Long-term Care, Legal Liability, Commercial Lines, Underwriting, Risk Management, Customer Relations, Loans, Retirement Planning, Counseling, Mortgage
Education
Indiana University-Purdue University at Indianapolis 1990 — 1997
Roncall High School 1982 — 1983
Weidel Realtors June 1996 - Present
Beneficial Financial Group January 1980 - September 1987
New Jersey Manufactures Insurance Co. January 1977 - January 1980
Skills
Listings, New Home Sales, Land, Relocations, Buyer Representation, skilled negotiator, President of the..., Member of the Top..., Licensed in Real Estate..., Real Estate, Licensing, Relocation, Negotiation, Selling, Buyers, First Time Home Buyers, Investment Properties, Real Estate Transactions, Sellers, Mortgage Lending, Short Sales, FHA, Residential Homes, e-PRO, Rentals, Move Up Buyers, Real Property, Luxury, Townhomes, Commercial Real Estate, SFR, Referrals, Investors, Marketing, Foreclosures, REO, Single Family Homes, Seniors, Condos, Property, Relocation Buyers, ABR, Property Management, Seller Representation, National Association of..., Real Estate License, New Homes, Home Staging, Resellers, Waterfront
Education
The College of New Jersey 1977 — 1980
Hopewell Valley CHS 1972 — 1976
Self-employed September 2007 - Present
US Military Loans March 1994 - May 2002
Beneficial Financial Group August 1986 - March 1994
Skills
Strategic Planning, Risk Management, New Business Development, Sales Management, Investments, Negotiation, Portfolio Management, Microsoft Office, Team Building, Loans, Leadership, Customer Service, Banking, Mortgage Lending, Microsoft Word, Management, Credit
Education
Moravian College 1991 — 1992
Graudate Coursework, Finance, General
University of Maryland College Park 1982 — 1986
Bachelor's degree, Economics
Department of Social Services May 2015 - Present
Florence-Darlington Technical College March 2015 - April 2015
Caliber Home Loans May 2014 - August 2014
JPMorgan Chase April 2009 - May 2014
Pee Dee Coalition February 2012 - March 2014
Beneficial Financial Group April 2006 - April 2009
Washington Mutual April 2004 - April 2006
Olsten Staffing Services November 2003 - April 2004
Assurant October 2003 - November 2003
Florence County Voter Registration June 1994 - April 2003
Skills
Notary Public, Loan Servicing, Loan Origination, Customer Service, Research, Data Entry, Loan Modifications, Government Loans, Investor Relations..., Office Administration, Office Management, Project Management, Bookkeeping, Account Reconciliation, Internal Audit, Compliance, Consulting, Crisis Intervention, Job Coaching, Internet, JavaScript, 10 Key, Microsoft Office, Microsoft Excel, Microsoft Word, Databases, Document Management, Organization, Proofreading, PowerPoint, Quality Control, Typing, Windows, Investor Relations, Banking, Process Improvement, Call Centers, Mortgage Lending, Credit, Critical Thinking, Public Speaking, Loans, Leadership
Education
Florence-Darlington Technical College 2010 — 2013
Associate in Applied Science, Human Services, General, MAGNA CUM LAUDE
Florence-Darlington Technical College 1984 — 1988
Associate in Business Administration, Administrative Assistant and Secretarial Science
Northeast Marketing Group, LLC September 2014 - Present
W.W. Grainger November 2011 - August 2014
FM Office Products July 2010 - November 2011
Staples Business Advantage October 2008 - August 2010
The Fortus Group November 2007 - October 2008
Beneficial Financial Group December 2005 - July 2007
Belden Jewelers May 2001 - January 2006
Skills
Sales Operations, Cold Calling, Sales, B2B, New Business Development, Sales Management, Selling, Direct Sales, Training, Customer Service, Sales Process, Management, Account Management, Recruiting, Team Building, Marketing Strategy, Customer Retention, Time Management, Strategic Planning, Contract Negotiation, Merchandising, Customer Satisfaction, Forecasting, thermography, Negotiation, Leadership, Key Account Management, Sales Presentations, Strategy, Solution Selling
Education
Kaplan University 2006 — 2008
Masters, Business Administration
Syracuse University 2003 — 2005
BS, Business Management
Mohawk Valley Community College 2000 — 2001
Associates, Fine Art
University of Utah - Employment January 2015 - May 2015
Beneficial Financial Group September 2014 - December 2014
Capital One June 2014 - August 2014
Phi Eta Sigma National Honor Society, Inc. April 2013 - August 2014
David Eccles School of Business Career Management Center May 2013 - May 2014
Skills
Financial Analysis, Financial Modeling, Finance, Microsoft Excel, Microsoft Office, Microsoft Word, Due Diligence, PowerPoint, Analysis, Leadership, Research, Time Management, Access, Customer Service, Public Speaking, Teamwork
Education
University of Utah - David Eccles School of Business 2012 — 2017
Bachelor of Science (BSc), Finance, General
The London School of Economics and Political Science (LSE) 2015 — 2015
Finance
Boise School District July 2000 - June 2015
Independent School District of Boise City July 2000 - June 2015
Alliance Title & Escrow Corp. May 1996 - June 2000
Beneficial Financial Group July 1988 - May 1996
Professional Staffing Associates January 1987 - July 1988
Skills
Applicant Tracking..., Human Resources, Talent Acquisition, Employee Relations, Recruiting, Job Descriptions, Benefits Administration, Sourcing, FMLA, Training
Education
Neumann University
Bachelor of Science (B.S.), Heath Care Adm. & Human Resources
Neumann University
Bachelor's degree, Health/Health Care Administration/Management
Wells Fargo Home Mortgage February 2009 - Present
Wells Fargo Home Mortgage January 2007 - February 2009
Wells Fargo Financial January 2006 - January 2007
Wells Fargo Financial March 2003 - December 2005
Beneficial Financial Group May 2002 - March 2003
Skills
Mortgage Lending, Cross Selling, Relationship Management, New Business Development, Sales, Credit, Sales Management, Cold Calling, Business Development, Marketing, Account Management, Loans, Loan Origination, Residential Mortgages, Strategic Planning, Selling, Customer Service, Salesforce.com, CRM, Marketing Strategy, Recruiting, Real Estate, Time Management, Outlook, Customer Retention, Leadership, Management, Employee Benefits, Marketing Communications, Vendor Management, Team Building, Sales Presentations
Education
Texas Christian University - M.J. Neeley School of Business
Marketing
Wells Fargo Bank, NA May 2011 - Present
Operation Breakthrough, Inc. March 2010 - September 2010
North Carolina Central University January 2009 - February 2010
Beneficial Finance, Inc January 2001 - January 2009
Beneficial Financial Group 1995 - 2009
Beneficial Management Corporation August 1997 - September 2001
Beneficial Finance, Inc January 1997 - January 2001
Beneficial Finance, Inc January 1995 - January 1997
West Forsyth High School January 1994 - January 1995
Lancaster High School January 1991 - January 1994
Skills
Direct Sales, Account Management, Customer Relations, Customer Service, Event Planning, Team Building, Research, Strategic Planning, Loans, Credit, Customer Experience
Education
North Carolina Central University 2002 — 2004
MBA, Business Management
North Carolina Central University School of Business 2002 — 2004
Master, Business Administration
Hampton University 1987 — 1991
Bachelor of Arts, Mathematics
Hampton University 1987 — 1991
Bachelor of Arts, Mathematics
Artisan Enterprises Inc. April 2014 - Present
Willman and Groesch General Contracting September 2011 - December 2014
Southwest Shade Sails Inc June 2006 - September 2011
Shade Central LLC January 2005 - June 2006
Willman and Groesch General Contractor January 2003 - March 2005
UBS September 2001 - November 2003
The TriZetto Group October 1998 - June 2001
FTI Consulting November 1997 - September 1998
Security Trust Company, LLC October 1996 - October 1997
Beneficial Financial Group 1995 - 1996
Skills
Customer Service, New Business Development, Construction Management, Project Management, Strategic Planning, Team Building, Team Leadership, Recruiting, Financial Analysis, Management, Employee Benefits, Investments, Budgets, Insurance, Accounting, Business Development, Investment Properties, Construction, Social Media Marketing, Real Estate, Business Strategy, Loans, Engineering, Human Resources, Mergers, Social Media, Residential Homes, Policy, Project Planning, Start-ups, Procurement, Credit, Marketing Strategy
Education
North Central College 1990 — 1995
BS Finance, Business
Yorkville High School 1986 — 1990
Lumber Liquidators March 2012 - Present
T-Mobile February 2011 - April 2012
State Farm Insurance October 2008 - January 2009
AT&T Mobility August 2006 - October 2008
AutoUSA February 2005 - March 2006
Beneficial Financial Group February 2003 - October 2004
Skills
Sales, Training, Sales Management, Marketing, Management, Recruiting, Customer Service, Online Advertising, Time Management, Retail, Telecommunications, Blogging, Human Resources, Insurance, Microsoft Excel, Real Estate, Loans
Education
San Jacinto College 2011 — 2012
High School Diploma 1992 — 1996
First Financial Bank December 2014 - Present
MidUSA Credit Union, Inc. July 2006 - December 2014
Beneficial Financial Group January 2003 - July 2006
Skills
Customer Service, Sales, Sales Management, Account Management, New Business Development, Negotiation, Forecasting, Problem Solving, Team Building, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Contract Negotiation, Business Planning, Teamwork, Budget Forecasts, B2B, Project Management, Business Strategy, Sales Process, Loans, Banking, Credit, Management, Selling, Finance, Leadership
Education
Miami University 1998 — 2003
Bachelor of Fine Arts (B.F.A.), Photography
Bishop Fenwick High School 1993 — 1997
John Wilhite Architect March 1984 - March 2010
Beneficial Financial Group March 2004 - September 2004
Pacific Bell Telephone Co. 1967 - 1969
Skills
Microsoft Office
Education
Napa Valley College 1965 — 1967
Associate's degree, Early Childhood Education and Teaching
A Plus Gymnastics Center August 2004 - Present
Kokomo Flipsters December 2002 - June 2003
Delphi June 1996 - February 2000
Delphi October 1993 - May 1996
Beneficial Financial Group September 1988 - October 1993
Skills
Event Planning, Event Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, QuickBooks, Social Media, Advertising, Marketing, Public Relations, Public Speaking, Staff Supervision, Staff Development, Curriculum Development, Website Development, Inventory Management, Risk Management, Management, Purchasing, Sales, Time Management, Budgets
Education
Indiana University - Kelley School of Business 1989 — 1996
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Indiana Business College 1987 — 1988
Associate of Science (AS), Accounting and Business/Management
Fifth Third Bank June 2012 - Present
Michigan Mutual February 2012 - June 2012
Champion Window Mfg. March 2009 - October 2011
Harris Bank March 2008 - March 2009
Homecomings Financial September 2006 - March 2009
Countrywide Mortgage Services January 2004 - September 2006
EquiFirst July 2002 - January 2004
Beneficial Financial Group October 1996 - July 2001
Skills
Account Management, Sales Management, Training & Development, FHA, Contract Negotiation, New Business Development, Credit, Loans, Mortgage Lending, Mortgage, Process Improvement, Business Planning, P&L Management, Consultative Selling, Customer Relations, B2B, Customer Service, Negotiation, Hiring, Strategic Planning, Coaching, Problem Solving, Budgeting, Team Building, Word, Microsoft Office, Advertising, Team Leadership, Compliance, Operations Management, Banking, Mentoring, Cold Calling, Territory, P&L, Inventory Management, Financial Reporting, Profit, Forecasting, Selling, Direct Sales, Marketing Strategy, Pricing, Customer Satisfaction, Executive Management, Mortgage Banking, Credit Analysis, Sales Operations, USDA, FHA financing
Education
Morehead State University 1990 — 1994
Bachelor of Business Administration, Finance/Real Estate
Pathfinder Bank July 2014 - Present
Pathfinder Investment Services December 2009 - July 2014
Beneficial Financial Group August 1996 - April 2009
Dr. David Dexter July 1995 - July 1996
Skills
Administrative..., Outlook, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Data Entry, Office Management, Event Planning, Access, Office Administration, Spreadsheets, Time Management, Notary Public, Administrative...
Education
State University of New York College at Oswego 1990 — 1992
Bachelor's degree, Communication, General
SUNY Canton 1988 — 1990
Associate's degree, Administrative Assistant and Secretarial Science, General
State of Oregon September 2015 - Present
State Farm November 2014 - June 2015
GL Solutions (DBA for GL Suite, Inc.) August 2013 - February 2014
Communication Partners, Inc. February 2012 - July 2013
St. Charles Health System December 2008 - July 2011
OR State Licensed Insurance Producer April 2008 - December 2008
Meredith November 2004 - October 2007
Palm Harbor Homes September 2002 - April 2004
Beneficial Financial Group May 2002 - September 2002
Deck Productions April 2001 - January 2002
Skills
EHR, Healthcare, HIPAA, Revenue Cycle, Practice Mgmt Systems, AllScripts, PRISM, eCW, iSALUS, Cerner, EMR, Healthcare IT, Access, Excel, Executive..., Health Insurance, Property & Casualty..., Life Insurance, International Sales, Sales Management, Sales, Office Management, Customer Service, Application Lifecycle..., Support Analysts, Government Liaison, Corporate Sales..., Train the Trainer, Experienced Trainer, Healthcare Information..., Healthcare Industry, Manufacturing..., Direct Sales, Sales Presentations, Technical Training, eClinical Works, Marketing, Product Marketing, Marketing Communications, Product Management, Product Launch, Project Management, Product Development, New Home Sales, Account Executives, Broadcast Television, Television Programming, Advertising Agency, Government Agencies, Freight Brokerage, Loan Officers, Account Management
Education
State of Oregon 2008 — 2008
Oregon State Licensed, Life & Health Insurance, Licensed
University of Wisconsin-Oshkosh 1975 — 1997
Bachelor of Science, Liberal Studies, 3.33
Fox Valley Technical College 1990 — 1996
Certificates, Computer and Information Sciences and Support Services, 4.0
University of Wisconsin-Fox Valley 1990 — 1996
Bachelor's degree, Required Courses for Liberal Arts and Sciences/Liberal Studies, 4.0
Kaplan University
Oregon State Licensed, Insurance, Licensed
Citifinancial 1997 - 2006
Spain's Gifts, Inc 1993 - 1999
Beneficial Financial Group 1988 - 1993
Skills
Problem Solving, Inventory Management, Process Improvement, Teamwork, Supervisory Skills, Retail, Data Entry, Account Management, Documentation, Time Management, Troubleshooting, New Business Development
Education
Holy Family University
Bachelors
Deseret Management Corporation June 2008 - Present
KPMG October 2004 - May 2008
Deseret Management Corporation August 2002 - October 2004
Beneficial Financial Group June 1998 - August 2002
Education
University of Utah - David Eccles School of Business 2000 — 2002
BS, Accounting
Salt Lake Community College 1998 — 2000
AS, Business
Murray High School 1992 — 1994
Diploma, General
First Hallmark Mortgage Corp. March 2010 - Present
Capital Financial Management Group March 2005 - Present
Crystal Mortgage Corp. February 1996 - March 2010
Beneficial Financial Group 1992 - 1996
Skills
New Business Development, Process Improvement, Relationship Management, Strategic Planning, Finance, Budget, Real Estate, Mortgage Lending, FHA, Loans, Credit, Banking, Investments, Negotiation, Sales, Leadership, Underwriting, Management, Customer Service, Selling, Mortgage Banking, Business Development, Budgets, Refinance, Loan Origination, Residential Mortgages, Reverse Mortgages, VA loans, Product Management, Credit Analysis, Executive Management, Sales Management, Time Management, Investment Properties, USDA, Referrals, Risk Management, Project Planning, Real Estate Financing, FHA financing, Account Management, Small Business, Residential Homes, Business Planning, Coaching, Training, Financial Structuring, Financial Analysis, First Time Home Buyers, Financial Services
Education
King's College 1986 — 1989
BS, HRM, Business
Bethlehem Catholic 1981 — 1985
University of Utah Hospitals and Clinics January 2014 - Present
TURN Community Services June 2012 - January 2014
International Rescue Committee August 2013 - December 2013
Beneficial Financial Group December 2007 - September 2009
American Express 2000 - 2005
Skills
SPSS, Health Program Planning, Health Education, Research, Community Outreach, Coaching, Nutrition Education, Microsoft Office, Public Speaking, Time Management, Program Evaluation, Wellness, Program Development, Data Analysis, Nonprofits, Nutrition, Cpr Certified, Customer Service, Grant Writing
Education
University of Utah 2011 — 2013
Health Promotion and Education, Community Health
Salt Lake Community College
Associate of Science (A.S.), General Studies
Life Fitness May 2013 - Present
Hershey Creamery Company April 2008 - April 2013
Beneficial Financial Group January 2007 - April 2008
Skills
Account Management, B2B, Sales, Sales Management, Cold Calling, Customer Service, Sales Operations, Marketing Strategy, New Business Development, Inventory Management, Direct Sales, Competitive Analysis, Forecasting, Marketing
Education
Radford University 1999 — 2003
Commercial Fitness
D'Arrigo Bros. Co., of California July 2015 - Present
Mann Packing Comany December 2013 - July 2015
Pratt/Goldsmith Inc. April 2009 - December 2013
Pro Source November 2007 - February 2009
Beneficial Financial Group 2005 - 2009
Skills
Accounts Receivable, Accounting
Education
California State University-Monterey Bay 2011 — 2014
Bachelor's degree, Accounting
Hartnell College 2007 — 2009
Associate's degree, Business Administration
Del Amo Motorsports June 2011 - March 2013
Asylum Visual Effects June 2009 - November 2010
Frantic Films/Prime Focus VFX January 2009 - June 2009
Radium February 2008 - July 2008
Beneficial Financial Group January 2004 - January 2008
Cinesite, Inc March 2001 - December 2003
Rhythm & Hues July 1995 - March 2001
Skills
Benefits, HR Policies, Word, Excel, Customer Relations, Microsoft Office, Employee Relations, Supervisory Skills, Outlook, Problem Solving, Accounting, Negotiation, Coaching, Administration, Payroll, Performance Management, Production, Windows, Writing, Employee Benefits, Benefits Administration, HRIS, Event Planning, Policy, Hiring, Interviewing, Microsoft Excel, Microsoft Word, Customer Service, Interviews, Management, Organizational..., Personnel Management, Recruiting, System Administration, Time Management
Education
Pepperdine University 2007 — 2008
BA, Business Admin
University of Southern California - Marshall School of Business 2005 — 2007
Business Admin
Budget Blinds of Cape Cod, Martha's Vineyard & Nantucket October 2002 - Present
Beneficial Financial Group April 2000 - September 2002
Rock 104.7 April 1995 - April 2000
Skills
Draperies, Interior Design, Shutters, Small Business, Window Coverings, Selling, Blinds, Window, Social Media Marketing, Residential Homes, Window Treatment, Social Media, Team Building, Customer Service, Shades, Leadership, Window Treatments, Marketing, Roman Shades, Sales Management, Sales, Public Speaking, Window Film, Advertising
Education
Academy of Radio Broadcasting 1986 — 1987
Graduation, Radio Broadcasting
Fullerton College 1980 — 1981
General Ed
Sunny Hills High School 1976 — 1980
Graduate, General Education
R&L Warehouse Distribution Services Inc June 1999 - Present
R&L Warehouse Distribution Services Inc June 1999 - Present
Beneficial Financial Group January 1974 - October 1974
Skills
Strategic Planning, Negotiation, Business Strategy, New Business Development, Coaching, Sales Management, Contract Negotiation, Business Planning, Public Speaking, Budget, Marketing Strategy, Microsoft Office, Budgets, Management, Small Business, Entrepreneurship, Leadership Development, Management Consulting
Education
Manhattan College 1969 — 1973
BA, History, Economics, Art History
University of California, Berkeley 1971 — 1972
History, Historiagraphy, Astrophysics
Brooklyn Prep High School 1965 — 1969
High School Diploma - NY State Regents Scholar award, Classical Studies
ARYZTA LLC (Otis Spunkmeyer) August 2014 - Present
NexOne, Inc. 2005 - August 2014
PGi 2004 - 2005
ClearOne 2003 - 2004
Beneficial Financial Group 2000 - 2003
Skills
Data Analysis, Business Analysis, Analytics, Metrics Reporting, Operating Budgets, Applied Mathematics, Statistics, Analysis, Forecasting, Management, Market Research, Leadership, Team Building, Process Improvement, Logistics, Strategy, Program Management, Strategic Planning, Budgets
Education
University of Utah 1998 — 2000
Master of Science (M.S.), Economics
University of Wyoming 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
University of Utah 1996 — 1998
Bachelor of Science (B.S.), Political Science and Government
Indiana University East 2013 — 2016
Bachelor of Science (B.S.), Mathematics
Stanford University
Certificate - Strategic Decision and Risk Management
Villanova University
Certificate - Six Sigma Black Belt
Skullcandy Inc. January 2012 - Present
Hewlett-Packard August 2011 - January 2012
Hewlett-Packard November 2010 - October 2011
HP October 2007 - November 2010
Motorola April 2006 - October 2007
Motorola April 2005 - April 2006
Motorola May 2004 - April 2005
TechSkills July 2002 - December 2004
Beneficial Financial Group February 2003 - February 2004
McLeodUSA February 2001 - June 2002
Skills
Project Management, LTE, Quality Assurance, Networking, Technical Support, Customer Service, CCNA, Training, Configuration Management, Management, Windows Server, Agile Methodologies, Customer Satisfaction, Vendor Management, Program Management, Software Documentation, Product Management, Software Development, SDLC, Project Planning, SQL, Integration, Servers, Business Analysis, Visio, Databases, Testing, Agile Project Management, Telecommunications, Technical Documentation, Product Lifecycle...
Education
The George Washington University - School of Business 2006 — 2012
Project Management
TechSkills 2002 — 2012
IT Networking
Ocwen Financial Corporation - US February 2013 - Present
Ocwen Financial Corporation November 2011 - Present
GMAC Rescap 2006 - November 2011
GMAC ResCap August 2005 - April 2007
GMAC ResCap 1999 - 2004
Beneficial Financial Group 1990 - 1997
Skills
Six Sigma, Yellow belt, Loan Servicing, Loans, Default, Consumer Lending, Mortgage Servicing, Mortgage Banking, Risk Management, Loss Mitigation, Process Improvement, Vendor Management, Mortgage Lending, Business Analysis, Compliance, Compliance Testing, Mortgage Compliance, Operational Risk..., Operational Excellence, Operational Control, Operations Management, Data Analysis, Analytical Skills, Mathematical Analysis, Microsoft Office, Multi Tasking, Mathematics, Customer Service, Team Leadership, Financial Services, Banking, FHA, Credit Risk, Underwriting, Refinance
Education
Temple University 1985 — 1989
Bachelor's of Business Administration, Management/Marketing
St Huberts
St Huberts
Huntsman Cancer Institute November 2009 - Present
Beneficial Financial Group August 1990 - July 2009
Beneficial Financial Group July 1996 - June 2005
Beneficial Financial Group August 1990 - September 1994
Education
Salt Lake Community College
CIS, Programming, System Integration, Web Design
Piute High School August 2012 - Present
Beneficial Financial Group May 2007 - December 2008
Skills
Teaching, Coaching, Biology, Public Speaking, Data Analysis, Microsoft Excel, Leadership, PowerPoint, Analysis, Microsoft Word, Training, Microsoft Office, Classroom
Education
Southern Utah University 2010 — 2012
Bachelor of Science (B.S.), Biology Teacher Education
Utah State University 2004 — 2007
Bachelor of Science (B.S.), Finance, General
Wells Fargo Home Mortgage November 2012 - Present
Wells Fargo Home Mortgage March 2012 - November 2012
Wells Fargo Home Mortage April 2011 - March 2012
Wells Fargo Home Mortgage October 2010 - April 2011
Ameriprise Financial June 2008 - October 2010
HSBC Mortgage Services 2004 - 2007
Ameriquest Mortgage 2003 - 2004
Beneficial Financial Group 2002 - 2003
Affinity Management Group, Inc 1999 - 2002
Kissing Bridge Corporation 1995 - 1999
Skills
Notary Public
Education
State University of New York at Buffalo - School of Management 1992 — 1998
Bachelor of Science, Business Management
Lake Shore Central High School
AirWatch by VMware July 2015 - Present
Triumph Motorcycles November 2013 - April 2015
The Home Depot February 2013 - June 2013
ACityDiscount April 2010 - February 2013
Engauge October 2009 - December 2009
ControlScan January 2008 - September 2008
KnowledgeStorm (acquired by TechTarget in November 2007) April 2007 - December 2007
General Motors (Edventure Program) August 2005 - December 2005
Beneficial Financial Group July 2005 - August 2005
Household Finance May 2004 - August 2004
Skills
Survey Creation, Online Marketing, Newsletters, Consumer Insights, Email Marketing, Competitive Analysis, Customer Insight, Online Research, Dependable Team Player, Market Research, Marketing, Marketing Strategy
Education
North Carolina Agricultural and Technical State University 2002 — 2006
BS, Marketing, 3.58
Marie Louise Cleaners March 2014 - Present
Strong Family Athletics February 2014 - Present
Metro Tigers Football February 2014 - Present
Punahou School 2014 - Present
Insurance Solutions LLC 2008 - 2014
Beneficial Financial Group May 2008 - February 2009
Skills
Insurance, Life Insurance, Leadership, Risk Management, Management, Asset Management, Management Consulting, Sales Management, Asset Managment, Marketing, Client Representation, Coaching, Sports Coaching, Youth Programs
Education
University of Utah 1992 — 1999
B.S., M.S., Consumer Economics, Tourism Marketing and Financing
Punahou School 1980 — 1992
Jackson Hewitt Tax Service Inc March 2012 - Present
EPS Financial, LLC May 2011 - March 2012
HSBC Technology and Services 2008 - May 2011
HSBC May 2006 - May 2008
Beneficial Financial Group 1985 - 1998
Skills
Business Requirements, Business Analysis, SDLC, Banking, Vendor Management, Requirements Gathering, Requirements Analysis, Process Improvement, MS Project, Finance, Financial Services
Education
Ohio State 1980 — 1984
Western Kentucky University August 2014 - Present
Western Kentucky University April 2009 - Present
Holley Performance Products July 2006 - February 2009
Beneficial Financial Group July 2005 - July 2006
Newton Financial Group August 2004 - May 2005
Skills
Purchasing, Inventory Management, Leadership, Team Building, Strategic Planning, Logistics, Negotiation, Forecasting, Operations Management, Process Improvement, Customer Service, Sales, Time Management, Public Procurement, Contract Negotiation, Procurement Contracts, Manufacturing, Marketing, PowerPoint, Budgets, Project Management, Lean Manufacturing, Training, IT Procurement, Purchasing Processes, eProcurement, Unimarket, Microsoft Word, Microsoft Office, Microsoft Excel
Education
Murray State University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management
Western Kentucky University 2001 — 2005
Bachelors, Corporate Communication, Finance
Nationwide Insurance June 2010 - Present
Beneficial Financial Group March 2008 - October 2009
ING October 2005 - March 2008
Beneficial Financial Group February 2003 - October 2005
Sun Life Financial June 2000 - February 2003
ING Security Life/ING Southland Life February 1994 - June 2000
Hartford Insurance Group May 1991 - February 1994
Nationwide Life Insurance Company November 1985 - May 1991
Education
University of Colorado Denver 1997 — 2000
Not completed, MBA
Ohio University 1981 — 1985
BS, Zoology-Pre-Medicine
Target Business Analyst/Senior Business AnalystTargetApril 2004 - March 2006
Beneficial Financial Group May 2003 - April 2004
Education
Iowa State University 1999 — 2002
Science to GO, inc January 1997 - Present
Boy Scouts of America 1985 - Present
NY/NJ Trail Conference 1980 - Present
Beneficial Financial Group 1991 - 1996
AT&T 1986 - 1991
Exxon Office Systems Company 1981 - 1986
IBM 1976 - 1981
IBM 1973 - 1976
IBM 1965 - 1973
Skills
Strategic Planning, IT Strategy, Program Management, Business Analysis, Risk Management, Cross-functional Team..., Team Leadership, Process Improvement, Integration, Strategy, Business Intelligence, Start-ups, Leadership, Team Building, Management, Product Development, Business Strategy, Management Consulting, CRM, Cloud Computing, Product Management, Analysis, Project Management, Telecommunications, Operations Management, New Business Development, Competitive Analysis, Strategic Partnerships
Education
Stevens Institute of Technology 1961 — 1965
BE, Engineering
Phoenix Home Care January 2009 - Present
Countrywide Bank FSB January 2004 - December 2008
Beneficial Financial Group July 1995 - January 2004
Education
Illinois State University 1993 — 1995
Bachelor of Science, Finance
Brokers Alliance, Inc. August 2011 - Present
Beneficial Financial Group August 2009 - August 2011
Allegis Advisor Group August 2009 - August 2011
Skills
Insurance, Credit, Relationship Management, Investments, Account Management, Sales Management, Business Development, Sales, B2B, Customer Service, Fixed Annuities, Retirement, Analysis, Management, Life Insurance, Retirement Planning, Training, Term Life Insurance
Education
Murray High School
Salt Lake Community College
Beneficial Financial Group
Skills
Financial Analysis, Financial Reporting, Insurance, Process Improvement, Financial Modeling, Accounting, Risk Management, Internal Controls, Leadership, Strategic Financial..., Management, Investments
Education
The American College
Masters of Science in Financial Services, Financial Planning and Services
Weber State University
Bachelor of Arts (B.A.)
NexCall Solutions. LLC Division ManagerNCOJanuary 2010 - June 2012
Advanta Bank Corp. March 2002 - March 2009
Fleet Credit Card Service January 1998 - March 2002
Consolidated Mutual Mortgage Corp. September 1997 - January 1998
Beneficial Financial Group November 1996 - September 1997
Chase Manhattan Mortgage Corporation July 1995 - November 1996
Skills
Vendor Management, Outsourcing, Process Improvement, Strategy, Leadership, Management, Operations Management, Customer Experience, BPO, Call Center, Executive Management, Business Process, Credit Cards, Risk Management, Customer Satisfaction, P&L Management, Business Strategy, Strategic Planning, Consolidation, Customer Retention, Team Management, Brand Loyalty, Financial Services, Sales, Business Development, Team Building, CRM, Forecasting, Telemarketing, Performance Management, Lead Generation, Change Management, Account Management, Banking, Team Leadership, Customer Acquisition, Product Management, Contact Centers, Contract Negotiation, Management Consulting, Cross-functional Team..., Project Management, Business Intelligence, Relationship Management, Business Process..., Inbound Marketing, Workforce Management, Segmentation, Credit, Quality Assurance
Education
Grambling State University 1990 — 1995
BS, Marketing
TPF Software Inc 1986 - Present
TPF Software 2005 - 2013
IBM TPF 1975 - 2013
TPF Software Inc 1986 - 2009
Beneficial Data Processing Corp 1975 - 1978
Beneficial Financial Group 1975 - 1978
Skills
Enterprise Architecture, Integration, SDLC, Software Development, Business Analysis, Software Project..., TPF, IBM Mainframe, Marketing Strategy, Offshore Software..., Requirements Analysis, IT Strategy, Solution Architecture, Testing, IT Management, Program Management, Mainframe, Entrepreneurship, Airlines, Agile Methodologies, Requirements Gathering, SOA, Unix, DB2, Pre-sales, Web Services, Operating Systems, Linux, Agile Project Management, XML, Vendor Management
Education
New York University - Polytechnic School of Engineering 1974 — 1975
MS, EE - Computer Science
Madras Christian College 1969 — 1972
BS, Physics
Bishop Cottons School 1957 — 1967
High School, Physical Sciences
Coldwell Banker Schmidt February 2011 - Present
Lake Michigan Financial Corp. February 2010 - January 2011
Northwestern Bank July 1998 - July 2009
Beneficial Management Corp. 1992 - 1998
Beneficial Financial Group 1992 - 1995
Education
Oregon State University
BS, Business
Student August 2009 - Present
Beneficial Financial Group May 2005 - October 2007
Ubiquitel PCS December 2002 - March 2005
Education
American River College 2009 — 2012
Associate of Arts (AA), Business/Management
Lewis-Clark State College 2000 — 2002
Business and English
Advance America April 2013 - Present
Tuss Enterprises December 2011 - March 2013
Lowe's Home Improvement November 2007 - October 2011
Lowe's Home Improvement May 2005 - November 2007
Beneficial Financial Group May 2004 - April 2005
Circuit City March 1998 - May 2004
Circuit City Stores, Inc. 1988 - 2004
Porterfields Bookkeeping and taxes 1986 - 1988
USAF February 1979 - August 1986
Skills
Sales Management, Operations Management, Project Management, HR, Leadership, Loss Prevention, Team Building, Retail Sales, Retail, Big Box, Merchandising, Training, Store Management, Employee Training, Customer Satisfaction
Education
San Antonio College 1984 — 1986
Accounting, 4.0
St. Mary's University 1984 — 1986
Business, 4.0
Dish Network LLC April 2009 - Present
Dish Network LLC November 2007 - April 2009
Beneficial Financial Group August 2005 - November 2007
Skills
Negotiation, Sales, Management, Cold Calling, Sales Operations, Sales Presentations, Strategy, Training, Recruiting, Direct Sales, Retail, Sales Process, Salesforce.com
Education
Manchester College 2001 — 2005
Bachlor of Science, Communications
Beneficial Financial Group November 1999 - April 2009
Education
Gwynedd Mercy University 2008 — 2009
Masters, Management
Gwynedd Mercy University 2005 — 2008
Bachelors, Business Administration w/ Organization Management
Keller Williams Realty Downtown Seattle September 2004 - Present
State Farm Insurance March 2008 - March 2012
Premier Property Solutions November 2007 - March 2008
ABODA October 2005 - March 2007
Washington Mutual, Inc. June 2001 - December 2003
Beneficial Financial Group January 1998 - April 2000
Skills
Real Estate, Contract Negotiation, Customer Service, Marketing, Relocation, Sales, Negotiation, First Time Home Buyers, Condos, Referrals, Short Sales, Foreclosures, Loans, Rentals, Listings
Education
Shoreline Community College 2004 — 2006
Basic
JPMorgan Chase May 2009 - Present
Raymond James Financial, Inc. March 2015 - April 2015
HSBC October 1986 - April 2009
HSBC Finance 2008 - 2009
Beneficial Financial Group 1986 - 1998
Skills
Banking, Credit, Risk Management, Leadership, Management, Loans, Mortgage Lending, Mortgage Banking, Customer Service, Credit Analysis, Loan Origination, Relationship Management
Education
Massasoit Community College 1981 — 1983
Associate's degree, Executive Administrative Assistant and Secretarial Science, General
Eastern Financial Services, LLC October 2009 - Present
Beneficial Financial Group January 2007 - January 2009
Home Funds Direct 2006 - 2007
Skills
Insurance, Life Insurance, Sales, Sales Operations, Contract Negotiation, Account Management, Health Insurance, Management, Relationship Management, Sales Management, Term Life Insurance, Underwriting, Cold Calling, Sales Presentations, Selling
Education
Plymouth State University
Hartford Investment Management Co. (HIMCO) February 2015 - Present
Hartford Investment Management KK December 2013 - November 2014
Hartford Investment Management Co. (HIMCO) October 2010 - December 2013
Beneficial Financial Group May 2008 - September 2010
Citigroup June 2006 - May 2008
Skills
Fixed Income, Portfolio Management, Trading, Structured Finance, ABS, Portfolio Optimization, Mathematica, Statistics, Matlab, SAS, Mortgage Analytics, BondEdge, BlackRock Aladdin, Eviews, Intex, Barclays Point, Asset Allocation, ALM, Interest Rate..., New Markets Tax Credits, Bloomberg, Alternative Investments, Trepp, Stata, Fixed Income Strategies, Fixed Income Analysis, Fixed Income Technology, Financial Modeling, Bloomberg Terminal, Investment Management, Asset Management, Quantitative Finance, Financial Analysis, Valuation, Securities, Bonds, CMBS, Derivatives, Hedge Funds
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2006
MSF, Finance
Northern Arizona University 2004 — 2005
MS, Statistics
Southern Utah University 2001 — 2003
BS, Mathematics
It Works Global April 2012 - Present
San Diego City College October 2009 - January 2012
Army Community Services October 2009 - July 2010
The Mesquite Group May 2008 - March 2010
Beneficial Financial Group 2006 - 2007
Skills
Personal Finance, Management, Employee Benefits, Finance, Public Speaking, PowerPoint, Microsoft Office, Customer Service, Benefits Administration, Credit, Strategic Financial..., Account Management, Retirement Planning, Financial Analysis, Budget, Marketing, Strategic Planning
Education
Institute of Consumer Financial Education 2011 — 2011
Certified Credit Report Reviewer, Personal Finance, Pass
AFCPE 2008 — 2010
Financial Counseling and Education, Personal Finance, None
Webster University 2008 — 2009
M.A., Human Resource Management
Southeast Missouri State University 1999 — 2004
General Studies, Social Work
Rolla High School 1996 — 1999
First Utah Bank December 2014 - Present
U.S. Bank September 2009 - Present
Beneficial Financial Group January 2007 - August 2009
Exterior Masterpiece June 2005 - November 2007
Skills
Leadership, Customer Service, Loans, Credit, Banking, Consumer Lending, Retail Banking, Credit Analysis, Small Business Lending, Commercial Banking, Commercial Lending, Loan Origination, Cross Selling
Education
Utah State University 2001 — 2004
Bachelor's degree, Horticulture
Southern Utah University 1998 — 1999
General
Morgan Stanley December 2014 - August 2015
RBS Markets and International Banking July 2013 - May 2014
Goldman Sachs June 2012 - July 2013
Goldman Sachs April 2011 - January 2012
Wells Fargo May 2010 - April 2011
IBFX December 2005 - September 2009
Beneficial Financial Group April 2004 - May 2005
BISYS Insurance July 2002 - April 2004
Fidelity Investments July 1999 - May 2001
Skills
Equities, Access, Credit, Investments, Microsoft Excel, Team Building, Banking, Trading, Account Management, Management, Analysis, Risk Management, FX Options, Financial Analysis, Derivatives, Securities, Financial Risk, Fixed Income, Options, Financial Markets, Settlement, Asset Management, Finance, Foreign Exchange
Education
Salt Lake Community College 1995 — 1996
Allegis Advisor Group June 2010 - Present
Beneficial Financial Group June 1983 - Present
Skills
I specialize in Life..., I am licensed to sell..., I help clients..., Teaching, Direct Sales, Financial Analysis, Strategic Financial..., Microsoft Excel, New Business Development, Investments, Retirement Planning, Long-term Care, Team Building, Strategic Planning, Account Management, Retirement, Financial Reporting, Budgets, Public Speaking, Tax, Auditing, Customer Service, Public Relations, Life Insurance, Management, Microsoft Office, Sales Management, Fixed Annuities, Insurance, Team Leadership, Accounting, Staff Development, Fundraising, Leadership, Negotiation, Training, Project Management, Coaching, Entrepreneurship, Internal Audit, PowerPoint, Business Development, Small Business, Internal Controls, Cash Flow, Business Strategy, Financial Accounting
Education
The American College 2000 — 2002
LUTCF (Life Underwriting Training Council Fellow), Disability & Income Replacement, Retirement Plans, Estate & Financial Planning
The American College 1983 — 1986
CLU (Chartered Life Underwriter) & ChFC (Chartered Financial Consultant), Financial Planning and Services
Weber State University 1980 — 1984
Bachelor of Applied Science (BASc), History, Management
Odyssey House Children's Services 2010 - Present
Beneficial Financial Group 2008 - 2010
Utah College of Massage Therapy January 2006 - July 2006
Skills
Community Outreach, Job Search, Non-profits, Teaching, Customer Service, Leadership Development, Coaching, Microsoft Office, Microsoft Excel, Policy, Child Development, Curriculum Design, Nonprofits
Education
Salt Lake Community College 2010 — 2014
Associate of Science (A.S.), Social work/FHS
Stratford Career Institute 1999 — 2000
Sociology and Psychology
Associated Bank October 2010 - Present
Vision Mortgage July 2009 - October 2010
Beneficial Financial Group August 2005 - March 2009
Servicom October 2003 - August 2005
Ron Webber and Associates August 1998 - February 2003
Education
Rock Valley College 1998 — 2002
US Coast Guard June 2014 - Present
USCG Headquarters September 2011 - June 2014
United States Coast Guard January 2008 - May 2010
Beneficial Financial Group February 2004 - January 2005
Skills
Security Clearance, Financial Analysis, Financial Risk, Public Financial..., Budget Analysis, Operations Management, Military Operations, Military Leadership, Team Leadership, Public Speaking, Public Administration, Process Improvement, Program Management, Organizational..., Operational Risk..., Operational Readiness, Staff Supervision, Account Management, Team Building, Team Management, Team Motivation, Presentation Skills, Group Work, People Skills
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
MBA
Syracuse University - Maxwell School of Citizenship and Public Affairs 2010 — 2011
MPA
University of Utah 2002 — 2006
Bachelor of Science (BS), Finance, General
Durlacher Realty Group LLC July 2011 - Present
REMAX Select REALTORS February 1996 - June 2011
Schilling Realty February 1994 - February 1996
Beneficial Financial Group August 1987 - February 1994
Skills
Buyer Representation, REO, Customer Service, Listings, Contract Negotiation, First Time Home Buyers, Foreclosures, Relocation, Sellers, New Home Sales, Investment Properties, Team Building, Residential Homes, Leadership, Outlook, Real Estate, Single Family Homes, Referrals, Real Estate Transactions, HUD, Rentals, Selling, Investors, Short Sales, Refinance, Resellers, FHA, SFR, Property Management, Buyers, Home Staging, Condos, Sales
Education
Indiana University-Purdue University at Indianapolis 1994 — 1994
Appraising
Constellation Brands January 2014 - Present
Beam November 2012 - January 2014
Beam September 2011 - October 2012
Beam Global Spirits & Wine January 2011 - September 2011
Beneficial Financial Group January 2010 - May 2010
Yellowstone Club June 2008 - October 2008
Skills
Financial Modeling, Investments, Finance, Financial Analysis, Corporate Finance, Strategic Financial..., Forecasting, Financial Reporting, Financial Accounting, Internal Controls, Budgets, Essbase, Business Objects, Sarbanes-Oxley Act
Education
University of Utah - David Eccles School of Business 2009 — 2010
Masters of Science, Finance
Montana State University-Bozeman 2004 — 2009
Bachelors of Science, Economics
Montana State University-Bozeman 2004 — 2009
Bachelors of Science, Business-Finance
University of Newcastle 2006 — 2006
Study Abroad
Kimball Furniture Group March 2013 - Present
Kimball International 2012 - Present
Kimball Furniture Group June 1997 - March 2013
CFDD Jasper Chapter 2006 - 2010
Beneficial Financial Group September 1994 - June 1997
Skills
Microsoft Excel, Negotiation, Customer Service, Project Management, Risk Management, Credit, Strategic Planning, Budgets, Microsoft Office, Financial Analysis, Team Leadership, New Business Development, Process Improvement, Account Management, Accounting, Forecasting, Financial Risk, Finance, Financial Reporting, Cash Flow
Education
Indiana State University 1989 — 1994
Bachelor of Science (BS), Accounting and Finance
Jasper High School 1985 — 1989
Desert Mutual Benefits Admin. January 2013 - Present
Beneficial Financial Group June 2006 - April 2013
Skills
Microsoft Excel, Insurance, Microsoft Office, Customer Service, Microsoft Word, Accounts Receivable, Accounts Payable, Payroll, Accounting, Outlook, PowerPoint, Banking, SAGE ERP MAS 500, Oracle E-Business Suite, INTEGRIFY, Concur, Management, Strategic Planning, Financial Analysis, Leadership, Financial Reporting
Education
Snow College 2003 — 2005
Associate, art & science
MassMutual Intermountain West February 2015 - Present
Guardian Life October 2013 - January 2015
Horizon Financial Group March 2009 - October 2013
Beneficial Financial Group June 2008 - June 2009
Pinnacle Security May 2007 - June 2009
Education
Salt Lake Community College 2008 — 2011
Universidad Rafael Belloso Chacín 2003 — 2006
Universitario, Abogado
National Consultants Professionals Ltd January 1999 - Present
HSBC(formerly Household Finance-HFC) January 1990 - March 1999
Beneficial Financial Group January 1988 - January 1991
Skills
Strategic Planning, Negotiation, Sports Marketing, Account Management, Direct Sales, Soccer, Business Relationship..., Contract Negotiation, Program Management, Sales Process, Cold Calling, Sports Management, Sports, Enterprise Account..., New Business Development, Vendor Management, Sales, Requirements Analysis, Business Analysis, Outsourcing, CRM, Team Leadership, Integration, Business Process..., Leadership, Team Management
Education
Humber College 1984 — 1987
Business Admin, Business, Marketing
Father Henry Carr 1983 — 1983
OSSGD, OSSGD
ALPS South February 2013 - Present
Girling Health Care 2010 - 2012
Laser Spine Institute October 2008 - March 2010
Beneficial Financial Group January 2007 - September 2008
Itera Timberland January 2006 - January 2008
Skills
Sales, Healthcare, Account Management, Microsoft Office, Customer Service, Business Development, Team Leadership, Process Improvement, Management, Team Building, Selling, Leadership, Cold Calling, Microsoft Excel, Sales Operations, Marketing Strategy
Education
Stetson University 1999 — 2003
Business Management
Admiral Farragut Academy
Beneficial Financial Group June 2010 - Present
USTAR September 2008 - May 2010
Heaton Financial January 2008 - May 2010
Frontier Drilling April 2008 - August 2008
Fidelity Investments November 2006 - August 2007
Patterson-UTI Drilling Company LLC June 2006 - August 2006
Skills
Due Diligence, Financial Analysis, Valuation, Financial Modeling, Investments, Bloomberg, Venture Capital, Microsoft Excel, Equities, Mutual Funds
Education
University of Utah - David Eccles School of Business 2010 — 2012
Master's Degree, Finance
Southern Utah University 2007 — 2009
Master, Business Administration
University of Utah 2002 — 2007
B.S., Economics
Caesars Entertainment Corporation July 2014 - Present
Beneficial Financial Group January 2013 - April 2013
Syrus Restaurant Information Services February 2012 - June 2012
Princess Cruises May 2011 - September 2011
Hyatt Hotels Corporation May 2008 - August 2008
Walt Disney World January 2007 - August 2007
Skills
Hospitality, Hospitality Management, Corporate Finance, Process Auditing, Research, Leadership
Education
University of Utah - David Eccles School of Business 2013 — 2013
Master of Science (M.Sc.), Finance, General
University of South Carolina-Columbia 2005 — 2008
Bachelor of Science (B.S.), Hospitality Administration/Management, 3.7
Griffith College Dublin 2006 — 2006
International American Management Co 1977 - 2007
Beneficial Financial Group 1977 - 1986
Skills
Accounting, Financial Reporting, Financial Accounting, Account Reconciliation, Financial Analysis, Auditing, General Ledger, Internal Controls, Bookkeeping, Income Tax, Tax Preparation, Journal Entries, Budgets, GAAP, Strategic Financial...
Education
The American College 1998 — 2002
Attended, Financial Services
Faileigh Dickinson University 1967 — 1969
B.S., Accounting
Daybreak Information Technologies April 2013 - Present
Christina Legarda Notary Public November 2005 - October 2014
Elan Pharmaceuticals April 2011 - April 2013
Entelos December 2010 - March 2011
Good Technology previously Visto Corporation March 2006 - September 2010
Beneficial Financial Group March 2005 - February 2006
Cingular Wireless/ATT Mobility March 2003 - February 2005
Thibault Associates January 2001 - January 2002
Wells Fargo January 2000 - January 2001
Skills
MS Office Suite, Typing, SAP, Microsoft Office, 10 Key, Gimp, Concur, Word, Excel, SharePoint, Customer Relations, Adobe Acrobat, Windows, Event Planning, Outlook, PowerPoint, Microsoft Excel, Microsoft Word
Education
Heald College 1999 — 2001
Associate of Applied Science, Computer and Networking Technology
Deer Valley High School 1997 — 1999
Allegis Investment Advisors July 2015 - Present
Allegis Investment Services July 2015 - Present
RW Johns Financial Group November 2011 - Present
Allegis Financial Partners August 2009 - July 2015
One America Securities 2009 - July 2015
Beneficial Financial Group October 2000 - June 2011
Education
Mt. San Antonio College
AA, English
Colgate Palmolive December 2014 - Present
Pearson Education November 2011 - March 2014
FYI Systems, Inc (dba FYI Business Solutions) March 2011 - November 2011
Chubb Insurance August 2005 - November 2010
HSBC August 1999 - August 2005
Simon and Schuster August 1987 - August 1999
Beneficial Financial Group April 1986 - July 1987
Skills
Integration, Databases, Outsourcing, Management, DB2, Project Planning, Team Building, E-commerce, SDLC, Business Analysis, Software Project..., Requirements Analysis, Quality Assurance, Business Process, Vendor Management, Visio, SharePoint, Software Documentation, Organizational..., Project Management
Education
Chubb Institute 1980 — 1981
Computer Programming, 89%
Essex County College 1971 — 1972
Mathmatics, statistics
State Farm Insurance August 2009 - Present
Decision One Mortgage September 2006 - March 2007
Beneficial Financial Group July 1996 - November 2006
Skills
Underwriting, Property & Casualty..., Marketing, Life Insurance, Insurance, Sales Management, Training, New Business Development
Education
Modesto Junior College 1992 — 1994
Psychology
Paragon Strategies LLC July 1994 - Present
AT&T December 1984 - September 2005
Beneficial Financial Group January 1984 - October 1984
Skills
Management, Strategic Planning, Microsoft Office, Leadership, Customer Service, Project Management, Business Strategy, Microsoft Excel, Strategy, Marketing
Education
Immaculata HS, Somerville, NJ 1972 — 1975
Raritan Valley Community College
Associate of Arts (AA), Exploratory
Berry Plastics December 2004 - Present
Beneficial Financial Group April 2003 - July 2004
Tri-County Council for Western Maryland August 2001 - March 2003
Paper, Allied-Industrial, Chemical, and Energy Workers Local 676-B June 1989 - August 2001
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook, Public Speaking, Grant Administration, Microsoft Office, Payroll Taxes, Non-profit..., Lotus Notes, AS400 system, Event organization, Inventory Management
Education
Frostburg State University 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
West Virginia University 1987 — 1989
Bachelor's degree, Business Administration - Marketing
Dove Chocolate Discoveries August 2013 - Present
Skrobonja Financial Group, LLC October 2006 - December 2013
PAI June 1986 - May 1995
Beneficial Financial Group September 1983 - May 1986
Skills
Office Management, Customer Service, Excel, Microsoft Office, Outlook, Administration, Word, Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint, Event Planning, Customer Satisfaction, Event Management, Team Leadership, Volunteer Management, Social Media, Public Relations, Community Outreach
Education
Jefferson College
ICW Group September 2012 - Present
Archbishop Riordan High School June 2007 - Present
CompWest February 2008 - May 2012
State Compensation Insurance Fund February 2003 - December 2007
Beneficial Financial Group December 1999 - November 2002
Skills
Insurance, Workers Compensation, Property & Casualty..., Liability, Commercial Insurance, Commercial Lines, Auditing, Microsoft Excel, Casualty, General Insurance, Accounting, Outlook
Education
Lincoln Memorial University 1995 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Lincoln Memorial University 1992 — 1995
Bachelor of Business Administration (B.B.A.), Economics/Finance
Beneficial Financial Group August 2012 - December 2012
Skills
Corporate Finance, Financial Analysis, Valuation, Investments, Financial Modeling, Portfolio Management
Education
University of Utah - David Eccles School of Business 2011 — 2012
Master of Science (MS), Finance, General
National Taipei University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Eastman Chemical Company February 2006 - Present
Buckner Children and Family Services 2004 - 2005
Beneficial Financial Group 2003 - 2004
Skills
Product Development, Strategy, Customer Service, Microsoft Word, Forecasting, SAP, Market Development, PowerPoint, Public Speaking, Public Relations, Event Planning, Business Strategy, Lean Manufacturing, Manufacturing, Continuous Improvement, Sales, Microsoft Office
Education
University of Texas at Tyler
Bachelor of Applied Science (BASc), Marketing/Marketing Management, General
Kilgore College
Associate of Science (AS), Business Administration and Management, General
Citi July 2014 - Present
Citi February 2005 - July 2014
Citi June 2001 - February 2005
Citi January 2000 - June 2001
Beneficial Financial Group December 1997 - January 2000
Skills
Leadership, Management, Sales, Training, Operational Risk..., Change Management, Organizational Culture, Performance Motivation, Performance Management, Follow-through Skills, Communication, High Sense Of Urgency, Relationship Building, Relationship Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Mentoring, Customer Service, Integration, Strategic Planning, Marketing, Public Speaking, Budgets, Team Building, Financial Risk
Education
The University of Kansas
Business, Management, Marketing, and Related Support Services