Beneficial Financial Group

Industry: Insurance company

Description

Beneficial 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

Beneficial Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Beneficial Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Beneficial Financial Group Salaries. You can even request information on how much does Beneficial Financial Group pay if you want to. Learn about salaries, pros and cons of working for Beneficial Financial Group directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

490 Beneficial Financial Group employees in database. Find out everything there's to know about Beneficial Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Beneficial Financial Group Employees

Employee
Years
Job
Industry
Jamie Alleman Jamie Alleman Columbus, Ohio Area Details
Jamie Alleman's Beneficial Financial Group Experience March 2010 - December 2010
Job Entrepreneur | StayAtHome Mom
Industry Retail
Experience
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

Reese Cooper Reese Cooper Greater Salt Lake City Area Details
Reese Cooper's Beneficial Financial Group Experience June 2004 - February 2008
Job Supportive Coach | Engaging Trainer | Mediator | ServantLeaderinTraining
Industry Professional Training & Coaching
Experience
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

CJ Lucero CJ Lucero San Francisco Bay Area Details
CJ Lucero's Beneficial Financial Group Experience August 2005 - July 2006
Job Field Lead Specialist at Adecco at Google
Industry Real Estate
Experience
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

Karie Mundee Karie Mundee Salt Lake City, Utah Details
Karie Mundee's Beneficial Financial Group Experience June 2005 - December 2013
Job Executive Assistant at Beneficial Life Insurance Company
Industry Financial Services
Experience
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

Lucille Webster Lucille Webster Boise, Idaho Details
Lucille Webster's Beneficial Financial Group Experience February 2006 - May 2010
Job Training and Translations at HewlettPackard
Industry Information Technology and Services
Experience
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

Lynn B. Thurgood Lynn B. Thurgood Rio Rancho, New Mexico Details
Lynn B. Thurgood's Beneficial Financial Group Experience July 1999 - October 2009
Job Retirement Lifestyle Specialist Wealth Advisor, Insurance | IRA | Annuity | Income | Estate | Investments
Industry Financial Services
Experience
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

Greg Hanna Greg Hanna Huntington, West Virginia Area Details
Greg Hanna's Beneficial Financial Group Experience March 2001 - April 2009
Job Banking Office Manager at Huntington Bank
Industry Banking
Experience
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

Todd Sauter Todd Sauter Greater Pittsburgh Area Details
Todd Sauter's Beneficial Financial Group Experience 1988 - 1996
Job Owner, Equity Edge Funding Corp
Industry Banking
Experience
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

Christy Rohner Christy Rohner Columbus, Ohio Area Details
Christy Rohner's Beneficial Financial Group Experience March 1987 - October 1990
Job Manager Network Planning at CenturyLink Communications
Industry Telecommunications
Experience
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

Ed Albanoski Ed Albanoski Santa Clara, California Details
Ed Albanoski's Beneficial Financial Group Experience September 2003 - June 2006
Job Owner, Silicon Valley Investigations & Protective Services
Industry Security and Investigations
Experience
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

Duane Bolinger Duane Bolinger Portland, Oregon Area Details
Duane Bolinger's Beneficial Financial Group Experience February 2007 - August 2009
Job Financial Advisor/Associate General Agent
Industry Financial Services
Experience
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

Scott Riley Hamilton Scott Riley Hamilton South Jordan, Utah Details
Scott Riley Hamilton's Beneficial Financial Group Experience July 2008 - August 2009
Job Business Analyst at American Express
Industry Computer Software
Experience
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

Ziyu(Jeremy) Liu Ziyu(Jeremy) Liu Salt Lake City, Utah Details
Ziyu(Jeremy) Liu's Beneficial Financial Group Experience September 2013 - December 2013
Job Portfolio Analytics at Select Portfolio Servicing
Industry Financial Services
Experience
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)

Amy Kellett Amy Kellett Columbus, Ohio Area Details
Amy Kellett's Beneficial Financial Group Experience July 1991 - 1992
Job EP Staff Clinical Leader at Nationwide Childrens Hospital
Industry Hospital & Health Care
Experience
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

Tammy Blair Tammy Blair Pensacola, Florida Area Details
Tammy Blair's Beneficial Financial Group Experience February 1998 - June 2003
Job Business Development at EmCare, North Division
Industry Hospital & Health Care
Experience
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

Brett Campbell Brett Campbell Cleveland/Akron, Ohio Area Details
Brett Campbell's Beneficial Financial Group Experience January 2001 - November 2002
Job Outside Sales at M.R. Plank Roofing.
Industry Consumer Services
Experience
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

Edward F. Tierney Edward F. Tierney Pocatello, Idaho Area Details
Edward F. Tierney's Beneficial Financial Group Experience 1992 - 1994
Job VP of Mortgage Lending at Idaho Central Credit Union
Industry Banking
Experience
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

Samuel Noel Samuel Noel Kanab, Utah Details
Samuel Noel's Beneficial Financial Group Experience January 2007 - January 2009
Job Partner at Links Consulting
Industry Financial Services
Experience
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

Debra Fellows Debra Fellows Hastings, Nebraska Details
Debra Fellows's Beneficial Financial Group Experience June 2006 - March 2009
Job Lincoln Federal Savings Bank Mortgage Originator
Industry Financial Services
Experience
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

Jeffrey Vavricek Jeffrey Vavricek Greater Omaha Area Details
Jeffrey Vavricek's Beneficial Financial Group Experience 1997 - 1998
Job Chief Financial Officer at Right at Home
Industry Hospital & Health Care
Experience
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

Dan Poulsen Dan Poulsen Salt Lake City, Utah Details
Dan Poulsen's Beneficial Financial Group Experience January 2014 - May 2014
Job Incoming Corporate Banking Analyst at Citi
Industry Financial Services
Experience
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

Haydee Pena Haydee Pena Danbury, Connecticut Details
Haydee Pena's Beneficial Financial Group Experience April 1996 - August 1998
Job Time Administration at Boehringer Ingelheim
Industry Pharmaceuticals
Experience
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

Carol L Polizzi Carol L Polizzi Greater New York City Area Details
Carol L Polizzi's Beneficial Financial Group Experience 1984 - 1997
Job Sales & Marketing at WealthCreateWebs LLC
Industry Information Technology and Services
Experience
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

gloria hellsund gloria hellsund Vancouver, Washington Details
gloria hellsund's Beneficial Financial Group Experience August 1997 - June 2001
Job Volunteer
Industry Nonprofit Organization Management
Experience
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

Dana Thomas Dana Thomas Chattanooga, Tennessee Details
Dana Thomas's Beneficial Financial Group Experience January 2004 - January 2006
Job Team Wear Store Manager at Volkswagen Chattanooga at Chamberlain Marketing Group
Industry Consumer Services
Experience
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

Lisa Baker Eden Lisa Baker Eden Greater Salt Lake City Area Details
Lisa Baker Eden's Beneficial Financial Group Experience July 2006 - April 2007
Job Accounting Clerk at Equitable Life & Casualty
Industry Consumer Services
Experience
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

Debby McKenzie Debby McKenzie Vancouver, Canada Area Details
Debby McKenzie's Beneficial Financial Group Experience 1991 - 1996
Job Recruitment & Retention Coordinator
Industry Hospital & Health Care
Experience
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

Anne-Marie Williams Anne-Marie Williams Indianapolis, Indiana Area Details
Anne-Marie Williams's Beneficial Financial Group Experience May 2001 - April 2002
Job Outreach Ministry Coordinator at Northview Church
Industry Religious Institutions
Experience
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

Amanda Judge Amanda Judge Stafford, Virginia Details
Amanda Judge's Beneficial Financial Group Experience September 2005 - July 2008
Job Membership Consultant at Sport&Health
Industry Health, Wellness and Fitness
Experience
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

Nancy McCann Nancy McCann Wilmington, North Carolina Details
Nancy McCann's Beneficial Financial Group Experience 1995 - 1998
Job Underwriter at Live Oak Bank
Industry Banking
Experience
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

Patricia Dallessio Patricia Dallessio Bridgewater, New Jersey Details
Patricia Dallessio's Beneficial Financial Group Experience May 1987 - June 1988
Job Marketing and Events Management/Fashion Consultant
Industry Marketing and Advertising
Experience
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.

Chris Winzig Chris Winzig Danbury, Connecticut Details
Chris Winzig's Beneficial Financial Group Experience 1992 - 1994
Job Sr. Branch Manager at Flagstar Bank
Industry Financial Services
Experience
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

LoriJean McNally LoriJean McNally Tampa/St. Petersburg, Florida Area Details
LoriJean McNally's Beneficial Financial Group Experience 1981 - 1991
Job VP Sales, Marketing and Finance at Millennium Commercial Cleaning
Industry Consumer Services
Experience
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

Jason Lantz Jason Lantz Atlantic City, New Jersey Details
Jason Lantz's Beneficial Financial Group Experience September 2005 - August 2006
Job Teacher at Atlantic City Board of Education
Industry Primary/Secondary Education
Experience
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

James Vaughn James Vaughn Phoenix, Arizona Area Details
James Vaughn's Beneficial Financial Group Experience June 1984 - March 1986
Job Change is inevitable embrace it !
Industry Financial Services
Experience
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

Robert Gresh, PHR Robert Gresh, PHR Hazleton, Pennsylvania Details
Robert Gresh, PHR's Beneficial Financial Group Experience 2005 - 2006
Job Hr Generalist at Progressive Converting Inc.
Industry Paper & Forest Products
Experience
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

Derek Riley Derek Riley Columbus, Ohio Area Details
Derek Riley's Beneficial Financial Group Experience May 2007 - November 2007
Job Financial and Marketing Manager at Mansell Law
Industry Insurance
Experience
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

David Cammilleri David Cammilleri Chattanooga, Tennessee Area Details
David Cammilleri's Beneficial Financial Group Experience 1996 - 1998
Job System Consultant I at Unum
Industry Computer Software
Experience
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

Rick Justesen Rick Justesen Greater Salt Lake City Area Details
Rick Justesen's Beneficial Financial Group Experience September 2000 - November 2009
Job IT Director at Beneficial Life
Industry Insurance
Experience
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

Susan Smullen Susan Smullen Parsippany, New Jersey Details
Susan Smullen's Beneficial Financial Group Experience December 1997 - December 1998
Job VP, HR Generalist, US Financial Crime Compliance
Industry Human Resources
Experience
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

Ovi Ragalie Ovi Ragalie Portland, Oregon Area Details
Ovi Ragalie's Beneficial Financial Group Experience August 2002 - February 2003
Job Owner, Treadline Construction LLC
Industry Construction
Experience
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

DENNIS WHITLOW DENNIS WHITLOW Greater Boston Area Details
DENNIS WHITLOW's Beneficial Financial Group Experience 1981 - 1984
Job Accounts Receivable Technician/Billing Clerk
Industry Hospital & Health Care
Experience
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

Youngho Lee Youngho Lee Salt Lake City, Utah Details
Youngho Lee's Beneficial Financial Group Experience January 2014 - April 2014
Job Operations Analyst, Business Process Reengineering Team at AIG
Industry Financial Services
Experience
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.)

Dorothy Ramon Dorothy Ramon Indianapolis, Indiana Area Details
Dorothy Ramon's Beneficial Financial Group Experience January 2006 - June 2006
Job Financial Support Specialist at Farm Credit MidAmerica
Industry Financial Services
Experience
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

Vance Nielsen Vance Nielsen Pocatello, Idaho Area Details
Vance Nielsen's Beneficial Financial Group Experience 2003 - 2006
Job Health Insurance Specialist at Semons Financial Group
Industry Insurance
Experience
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

Jason Morrison Jason Morrison Jamestown, New York Area Details
Jason Morrison's Beneficial Financial Group Experience December 2003 - June 2004
Job Experienced Business and Financial Analyst
Industry Information Technology and Services
Experience
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

Bryan P Hansen, CMRS Bryan P Hansen, CMRS Greater Salt Lake City Area Details
Bryan P Hansen, CMRS's Beneficial Financial Group Experience March 2004 - February 2007
Job Practice Administrator
Industry Medical Practice
Experience
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

Amber Brooks Amber Brooks Fort Wayne, Indiana Details
Amber Brooks's Beneficial Financial Group Experience January 2006 - July 2007
Job Enrollment Representative for Helix Education
Industry Higher Education
Experience
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

Levi Larson, LUTCF Levi Larson, LUTCF Cedar City, Utah Details
Levi Larson, LUTCF's Beneficial Financial Group Experience February 2008 - August 2009
Job Associate Partner at Cambridge Financial Center
Industry Investment Management
Experience
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

Paul Foote Paul Foote Lexington, Kentucky Area Details
Paul Foote's Beneficial Financial Group Experience February 1995 - July 2000
Job Assistant Professor of political science at Eastern Kentucky University
Industry Higher Education
Experience
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

Kaitlin Peters Kaitlin Peters Greater Philadelphia Area Details
Kaitlin Peters's Beneficial Financial Group Experience 2006 - 2009
Job Quote Coordinator at Polymer Technologies Inc.
Industry Building Materials
Experience
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

lisa flickinger lisa flickinger Greater Grand Rapids, Michigan Area Details
lisa flickinger's Beneficial Financial Group Experience October 2008 - March 2009
Job at
Industry Staffing and Recruiting
Experience
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

TJ Isenberg TJ Isenberg Pittsburgh, Pennsylvania Details
TJ Isenberg's Beneficial Financial Group Experience August 2006 - July 2007
Job Financial Analyst at Cydcor
Industry Marketing and Advertising
Experience
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

Jennifer Estes Jennifer Estes Greater Salt Lake City Area Details
Jennifer Estes's Beneficial Financial Group Experience August 1998 - March 2008
Job Inside Sales New Business Manager
Industry Insurance
Experience
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

Drew Andersen, CRPC® Drew Andersen, CRPC® Portland, Oregon Area Details
Drew Andersen, CRPC®'s Beneficial Financial Group Experience June 2007 - September 2007
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
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

Allan Hart Allan Hart Sacramento, California Area Details
Allan Hart's Beneficial Financial Group Experience May 1994 - June 1999
Job Licensed Realtor at Realty ONE Group
Industry Real Estate
Experience
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

Monica Cisneros Monica Cisneros Stockton, California Area Details
Monica Cisneros's Beneficial Financial Group Experience January 1991 - May 2000
Job Chief Financial Officer at Van Groningen and Sons, Inc
Industry Farming
Experience
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

Patti Cohn Marin Real Estate Broker Patti Cohn Marin Real Estate Broker San Francisco Bay Area Details
Patti Cohn Marin Real Estate Broker's Beneficial Financial Group Experience December 1985 - January 1987
Job Broker Associate at Pacific Union International / 4157224842
Industry Real Estate
Experience
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

Greg Reiley Greg Reiley Indianapolis, Indiana Area Details
Greg Reiley's Beneficial Financial Group Experience 1983 - 1987
Job VP at First Internet Bank of Indiana
Industry Banking
Experience
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

India Willis, AIM India Willis, AIM Lawrenceville, Georgia Details
India Willis, AIM's Beneficial Financial Group Experience November 2002 - May 2003
Job Process Analyst at State Farm
Industry Insurance
Experience
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

Hieu (Hugh) Tran Hieu (Hugh) Tran New York, New York Details
Hieu (Hugh) Tran's Beneficial Financial Group Experience September 2010 - April 2011
Job Investment Analyst at UBS Global Asset Management
Industry Venture Capital & Private Equity
Experience
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)

Jared Wade Jared Wade Houston, Texas Area Details
Jared Wade's Beneficial Financial Group Experience 1999 - 2002
Job Business Manager at Union Pacific Railroad
Industry Transportation/Trucking/Railroad
Experience
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

Cindy Holtom Cindy Holtom Greater Salt Lake City Area Details
Cindy Holtom's Beneficial Financial Group Experience June 2004 - August 2005
Job Chief Evangelist, aka "The Soul" at Kolūd
Industry Marketing and Advertising
Experience
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

Rodney Blackburn Rodney Blackburn Cincinnati Area Details
Rodney Blackburn's Beneficial Financial Group Experience June 2001 - March 2005
Job Supervisor at Beyers Tree Service
Industry Financial Services
Experience
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

Natosha Venema Natosha Venema Spokane, Washington Area Details
Natosha Venema's Beneficial Financial Group Experience March 2002 - October 2005
Job Horizon Credit Union
Industry Banking
Experience
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, LUTCF Scott Lynch, LUTCF Cincinnati Area Details
Scott Lynch, LUTCF's Beneficial Financial Group Experience January 1988 - March 1997
Job Recruiting, Staffing, Training, Entrepreneur and Development
Industry Staffing and Recruiting
Experience
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

Elisabeth Goeke Kerr Elisabeth Goeke Kerr Greater New York City Area Details
Elisabeth Goeke Kerr's Beneficial Financial Group Experience January 1980 - September 1987
Job NJ Sales Associate at Weidel Realtors
Industry Real Estate
Experience
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

Kelly Koller Kelly Koller Sykesville, Maryland Details
Kelly Koller's Beneficial Financial Group Experience August 1986 - March 1994
Job President
Industry Banking
Experience
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

Paula Timmons Paula Timmons Florence, South Carolina Details
Paula Timmons's Beneficial Financial Group Experience April 2006 - April 2009
Job State Employee in Florence County
Industry Financial Services
Experience
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

Angela K. Johnson, MBA Angela K. Johnson, MBA Utica, New York Area Details
Angela K. Johnson, MBA's Beneficial Financial Group Experience December 2005 - July 2007
Job Product Specialist/ Sales Fluke and Sola HD
Industry Electrical/Electronic Manufacturing
Experience
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

Barrett Williams Barrett Williams Salt Lake City, Utah Details
Barrett Williams's Beneficial Financial Group Experience September 2014 - December 2014
Job Student at David Eccles School of Business
Industry Financial Services
Experience
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

Maria Rella Maria Rella Boise, Idaho Area Details
Maria Rella's Beneficial Financial Group Experience July 1988 - May 1996
Job Recruiter & Career Advisor
Industry Staffing and Recruiting
Experience
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

Alicia Knieriemen, CRP Alicia Knieriemen, CRP Dallas/Fort Worth Area Details
Alicia Knieriemen, CRP's Beneficial Financial Group Experience May 2002 - March 2003
Job Senior Marketing Coordinator at Wells Fargo Home Mortgage
Industry Marketing and Advertising
Experience
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

Edward S. Thornton, MBA Edward S. Thornton, MBA Raleigh-Durham, North Carolina Area Details
Edward S. Thornton, MBA's Beneficial Financial Group Experience 1995 - 2009
Job Proven Sales and Service Professional
Industry Banking
Experience
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

Ryan Pottinger Ryan Pottinger Greater Chicago Area Details
Ryan Pottinger's Beneficial Financial Group Experience 1995 - 1996
Job Managing Partner at Artisan Enterprises Inc.
Industry Real Estate
Experience
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

Heath D. Hayley Heath D. Hayley Houston, Texas Area Details
Heath D. Hayley's Beneficial Financial Group Experience February 2003 - October 2004
Job Store Manager at Lumber Liquidators
Industry Consumer Services
Experience
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

Jake Routson Jake Routson West Chester, Ohio Details
Jake Routson's Beneficial Financial Group Experience January 2003 - July 2006
Job Client Service Supervisor III at First Financial Bank
Industry Banking
Experience
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

Nancy Wilhite Nancy Wilhite United States Details
Nancy Wilhite's Beneficial Financial Group Experience March 2004 - September 2004
Job
Industry
Experience
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

Wendy Bridenthal Wendy Bridenthal Indianapolis, Indiana Area Details
Wendy Bridenthal's Beneficial Financial Group Experience September 1988 - October 1993
Job Office Manager at A Plus Gymnastics Center
Industry Sports
Experience
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

Donald Hook Donald Hook Hillsboro, Ohio Details
Donald Hook's Beneficial Financial Group Experience October 1996 - July 2001
Job Mortgage Loan Officer at Fifth Third Bank
Industry Banking
Experience
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

Terri Richardson Terri Richardson Oswego, New York Details
Terri Richardson's Beneficial Financial Group Experience August 1996 - April 2009
Job HR Assistant at Pathfinder Bank
Industry Banking
Experience
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

Sunny Allen Sunny Allen Bend, Oregon Details
Sunny Allen's Beneficial Financial Group Experience May 2002 - September 2002
Job Human Services Specialist at State of Oregon DHS
Industry Hospital & Health Care
Experience
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

Elaine Smeder Elaine Smeder Greater Philadelphia Area Details
Elaine Smeder's Beneficial Financial Group Experience 1988 - 1993
Job Administrative Professional
Industry Consumer Services
Experience
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

Edward Sawyer Edward Sawyer Greater Salt Lake City Area Details
Edward Sawyer's Beneficial Financial Group Experience June 1998 - August 2002
Job Audit Supervisor at Deseret Management Corporation
Industry Accounting
Experience
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

Brett Rothrock Brett Rothrock Somerset, New Jersey Details
Brett Rothrock's Beneficial Financial Group Experience 1992 - 1996
Job Executive Vice President at First Hallmark Mortgage
Industry Financial Services
Experience
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

Sara Goode Sara Goode Salt Lake City, Utah Details
Sara Goode's Beneficial Financial Group Experience December 2007 - September 2009
Job Case Manager, University of Utah Health Care
Industry Health, Wellness and Fitness
Experience
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

Jason Seeley Jason Seeley Richmond, Virginia Area Details
Jason Seeley's Beneficial Financial Group Experience January 2007 - April 2008
Job Virginia Sales Rep Life Fitness & Hammer Strength
Industry Health, Wellness and Fitness
Experience
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

Alicia Amaral Alicia Amaral Salinas, California Area Details
Alicia Amaral's Beneficial Financial Group Experience 2005 - 2009
Job Financial Analyst at D'Arrigo Bro. Of California
Industry Accounting
Experience
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

Paulette Lorenzo-Honore Paulette Lorenzo-Honore Greater Los Angeles Area Details
Paulette Lorenzo-Honore's Beneficial Financial Group Experience January 2004 - January 2008
Job Human Resources Manager
Industry Entertainment
Experience
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

Dene Peachey Dene Peachey Barnstable/Yarmouth, Massachusetts Area Details
Dene Peachey's Beneficial Financial Group Experience April 2000 - September 2002
Job Owner, Budget Blinds of Cape Cod, Martha's Vineyard & Nantucket
Industry Retail
Experience
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

Vince Lipinski Vince Lipinski San Francisco Bay Area Details
Vince Lipinski's Beneficial Financial Group Experience January 1974 - October 1974
Job CEO at R&L Warehouse Distribution Services Inc
Industry Transportation/Trucking/Railroad
Experience
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

Geoffrey Austad Geoffrey Austad Ogden, Utah Details
Geoffrey Austad's Beneficial Financial Group Experience 2000 - 2003
Job Finance Manager, Logistics at ARYZTA LLC
Industry Information Technology and Services
Experience
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

Joshua Southwick Joshua Southwick Greater Salt Lake City Area Details
Joshua Southwick's Beneficial Financial Group Experience February 2003 - February 2004
Job Interactive Technical Project Manager at Skullcandy Inc.
Industry Information Technology and Services
Experience
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

Pat Karpowicz Pat Karpowicz Greater Philadelphia Area Details
Pat Karpowicz's Beneficial Financial Group Experience 1990 - 1997
Job Manager at Ocwen Financial Corporation US
Industry Financial Services
Experience
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

Evamarie Bell Evamarie Bell Greater Salt Lake City Area Details
Evamarie Bell's Beneficial Financial Group Experience August 1990 - July 2009
Job Information Coordinator at Huntsman Cancer Institute
Industry Insurance
Experience
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

Tyrel Clove Tyrel Clove Greater Salt Lake City Area Details
Tyrel Clove's Beneficial Financial Group Experience May 2007 - December 2008
Job Teacher at Piute High School
Industry Primary/Secondary Education
Experience
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

Tracy E. Strickler Tracy E. Strickler Charlotte, North Carolina Details
Tracy E. Strickler's Beneficial Financial Group Experience 2002 - 2003
Job Home Loan Underwriter 1 at Wells Fargo Home Mortgage
Industry Financial Services
Experience
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

Christopher Wherry Christopher Wherry Greater Atlanta Area Details
Christopher Wherry's Beneficial Financial Group Experience July 2005 - August 2005
Job Software Renewals Accountant at AirWatch by VMware
Industry Marketing and Advertising
Experience
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

Nate Kia Nate Kia Honolulu, Hawaii Details
Nate Kia's Beneficial Financial Group Experience May 2008 - February 2009
Job Independent
Industry Consumer Services
Experience
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

Tony Cairo Tony Cairo Greater New York City Area Details
Tony Cairo's Beneficial Financial Group Experience 1985 - 1998
Job Director, Financial Product Operations at Jackson Hewitt Tax Service Inc
Industry Information Technology and Services
Experience
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

Ashlee Tilford Ashlee Tilford Bowling Green, Kentucky Details
Ashlee Tilford's Beneficial Financial Group Experience July 2005 - July 2006
Job Manager of IT Strategic Sourcing at Western Kentucky University
Industry Higher Education
Experience
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

Scott Beller Scott Beller Greater Salt Lake City Area Details
Scott Beller's Beneficial Financial Group Experience March 2008 - October 2009
Job Senior Underwriting Consultant at Nationwide Insurance
Industry Insurance
Experience
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

Courtney Carroll-Mleczewski Courtney Carroll-Mleczewski Greater Minneapolis-St. Paul Area Details
Courtney Carroll-Mleczewski's Beneficial Financial Group Experience May 2003 - April 2004
Job Buyer at Target
Industry Retail
Experience
Target  Business Analyst/Senior Business AnalystTargetApril 2004 - March 2006
Beneficial Financial Group   May 2003 - April 2004

Education
Iowa State University   1999 — 2002

Al Bentley Al Bentley Greater New York City Area Details
Al Bentley's Beneficial Financial Group Experience 1991 - 1996
Job Owner, Science to GO, inc
Industry Information Technology and Services
Experience
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

Callie Lockhart Callie Lockhart Greater Chicago Area Details
Callie Lockhart's Beneficial Financial Group Experience July 1995 - January 2004
Job Account Manager at Phoenix Home Care
Industry Banking
Experience
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

Jason Cannon Jason Cannon Greater Salt Lake City Area Details
Jason Cannon's Beneficial Financial Group Experience August 2009 - August 2011
Job Director of Life Insurance Marketing at Brokers Alliance, Inc.
Industry Insurance
Experience
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

Doug Hancock Doug Hancock Greater Salt Lake City Area Details
Doug Hancock's Beneficial Financial Group Experience
Job Chief Financial Officer at Beneficial Financial Group
Industry Insurance
Experience
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.)

Benjamin Derek Jones Benjamin Derek Jones Houston, Texas Area Details
Benjamin Derek Jones's Beneficial Financial Group Experience November 1996 - September 1997
Job President/CEO NexCall Solutions, LLC
Industry Management Consulting
Experience
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

Thiru Thirupuvanam Thiru Thirupuvanam Raleigh-Durham, North Carolina Area Details
Thiru Thirupuvanam's Beneficial Financial Group Experience 1975 - 1978
Job Director at TPF Software Inc
Industry Computer Software
Experience
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

Chris Dandeneau Chris Dandeneau Gaylord, Michigan Details
Chris Dandeneau's Beneficial Financial Group Experience 1992 - 1995
Job Agent
Industry Real Estate
Experience
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

Andrea Borjesson Andrea Borjesson Sacramento, California Area Details
Andrea Borjesson's Beneficial Financial Group Experience May 2005 - October 2007
Job Determined
Industry Financial Services
Experience
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

Mark Porterfield Mark Porterfield Oakley, California Details
Mark Porterfield's Beneficial Financial Group Experience May 2004 - April 2005
Job Experienced Retail Store Manager
Industry Retail
Experience
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

Julian Guess Julian Guess Greater Detroit Area Details
Julian Guess's Beneficial Financial Group Experience August 2005 - November 2007
Job Account ManagerDetroit Territory at Dish Network
Industry Telecommunications
Experience
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

Amry Christopher Amry Christopher Greater Philadelphia Area Details
Amry Christopher's Beneficial Financial Group Experience November 1999 - April 2009
Job Loan Processor
Industry Financial Services
Experience
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

Celina Colon Celina Colon Greater Seattle Area Details
Celina Colon's Beneficial Financial Group Experience January 1998 - April 2000
Job Real Estate Broker
Industry Real Estate
Experience
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

Andrea Kaplan Andrea Kaplan Tampa, Florida Details
Andrea Kaplan's Beneficial Financial Group Experience 1986 - 1998
Job JPMorgan Chase
Industry Banking
Experience
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

Josh Reilly Josh Reilly Greater Boston Area Details
Josh Reilly's Beneficial Financial Group Experience January 2007 - January 2009
Job Managing Partner at Eastern Financial Services, LLC
Industry Banking
Experience
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

Jason Heath Jason Heath Greater New York City Area Details
Jason Heath's Beneficial Financial Group Experience May 2008 - September 2010
Job VP at Hartford Investment Management
Industry Investment Management
Experience
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

Angie Craig Angie Craig Waynesville, Missouri Details
Angie Craig's Beneficial Financial Group Experience 2006 - 2007
Job Distributor at It Works Global
Industry Financial Services
Experience
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

Brady Kay Brady Kay Greater Salt Lake City Area Details
Brady Kay's Beneficial Financial Group Experience January 2007 - August 2009
Job at
Industry Financial Services
Experience
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

Kirchy Burke Kirchy Burke Salt Lake City, Utah Details
Kirchy Burke's Beneficial Financial Group Experience April 2004 - May 2005
Job Morgan Stanley Gain and Loss
Industry Financial Services
Experience
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

don belnap don belnap Greater Salt Lake City Area Details
don belnap's Beneficial Financial Group Experience June 1983 - Present
Job Financial Consultant at Allegis Advisor Group
Industry Financial Services
Experience
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

Dawn Talbot Dawn Talbot Greater Salt Lake City Area Details
Dawn Talbot's Beneficial Financial Group Experience 2008 - 2010
Job Child Development specialist at Odyssey House Children's Services
Industry Financial Services
Experience
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

Greg Lundquist Greg Lundquist Rockford, Illinois Area Details
Greg Lundquist's Beneficial Financial Group Experience August 2005 - March 2009
Job Personal Banker at Associated Bank
Industry Banking
Experience
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

C. Jeffery Childs, MBA, MPA C. Jeffery Childs, MBA, MPA San Diego, California Details
C. Jeffery Childs, MBA, MPA's Beneficial Financial Group Experience February 2004 - January 2005
Job Transitioning Military Officer
Industry Military
Experience
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

Ted Durlacher Ted Durlacher Indianapolis, Indiana Area Details
Ted Durlacher's Beneficial Financial Group Experience August 1987 - February 1994
Job REALTOR at Durlacher Realty Group LLC
Industry Real Estate
Experience
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

Erick Bertelsen Erick Bertelsen Greater Chicago Area Details
Erick Bertelsen's Beneficial Financial Group Experience January 2010 - May 2010
Job Sales Finance Senior Financial Analyst at Constellation Brands
Industry Wine and Spirits
Experience
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

Kevin Huelsman Kevin Huelsman Evansville, Indiana Area Details
Kevin Huelsman's Beneficial Financial Group Experience September 1994 - June 1997
Job Credit & Collection Manager at Kimball Furniture Group
Industry Furniture
Experience
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

KELLI THORUP KELLI THORUP Greater Salt Lake City Area Details
KELLI THORUP's Beneficial Financial Group Experience June 2006 - April 2013
Job Accounting Clerk at Desert Mutual Benefits Admin.
Industry Financial Services
Experience
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

Roberto Carlos Vargas Roberto Carlos Vargas Lehi, Utah Details
Roberto Carlos Vargas's Beneficial Financial Group Experience June 2008 - June 2009
Job Agency Partner at MassMutual Intermountain West
Industry Insurance
Experience
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

Robert Lombardi Robert Lombardi Toronto, Canada Area Details
Robert Lombardi's Beneficial Financial Group Experience January 1988 - January 1991
Job Account Manager at NCP
Industry Information Technology and Services
Experience
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

Peter Dapont Peter Dapont Tampa/St. Petersburg, Florida Area Details
Peter Dapont's Beneficial Financial Group Experience January 2007 - September 2008
Job Territory Sales Manager at ALPS South
Industry Medical Practice
Experience
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

Colton Dye Colton Dye Greater Salt Lake City Area Details
Colton Dye's Beneficial Financial Group Experience June 2010 - Present
Job Portfolio Manager at Beneficial Financial Group
Industry Investment Management
Experience
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

Robert Nussbaum Robert Nussbaum Salt Lake City, Utah Details
Robert Nussbaum's Beneficial Financial Group Experience January 2013 - April 2013
Job Staff Accountant at Caesars Entertainment Corporation
Industry Financial Services
Experience
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

Richard Hussnatter Richard Hussnatter Orlando, Florida Area Details
Richard Hussnatter's Beneficial Financial Group Experience 1977 - 1986
Job Accounting Professional
Industry Accounting
Experience
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

Christina Legarda Christina Legarda San Francisco Bay Area Details
Christina Legarda's Beneficial Financial Group Experience March 2005 - February 2006
Job Executive Assistant | Office Manager | HR @ Daybreak Information Technologies
Industry Pharmaceuticals
Experience
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

Ray Johns, RFC Ray Johns, RFC Orem, Utah Details
Ray Johns, RFC's Beneficial Financial Group Experience October 2000 - June 2011
Job Financial Advisor at Allegis Investment Services
Industry Financial Services
Experience
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

Bill Unger Bill Unger Greater New York City Area Details
Bill Unger's Beneficial Financial Group Experience April 1986 - July 1987
Job Business Project Manager at Colgate Palmolive
Industry Information Technology and Services
Experience
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

Tyla Rodenborn Tyla Rodenborn United States Details
Tyla Rodenborn's Beneficial Financial Group Experience July 1996 - November 2006
Job Marketing Service Assistant at State Farm Insurance
Industry
Experience
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

james kendra james kendra Orlando, Florida Area Details
james kendra's Beneficial Financial Group Experience January 1984 - October 1984
Job Ownership interest in IVDS Enterprises Joint Venture, Partner at Paragon Strategies LLC
Industry Venture Capital & Private Equity
Experience
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

Margi Joe Margi Joe Cumberland, Maryland Details
Margi Joe's Beneficial Financial Group Experience April 2003 - July 2004
Job Customer Service Representative
Industry Plastics
Experience
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

Janet Kleinbach Janet Kleinbach Greater St. Louis Area Details
Janet Kleinbach's Beneficial Financial Group Experience September 1983 - May 1986
Job Independent Chocolatier at Dove Chocolate Discoveries self employed
Industry Financial Services
Experience
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

Rich Buckner Rich Buckner San Francisco, California Details
Rich Buckner's Beneficial Financial Group Experience December 1999 - November 2002
Job Sr Premium Auditor at ICW Group
Industry Insurance
Experience
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

CHIEN-FU CHUANG CHIEN-FU CHUANG Salt Lake City, Utah Details
CHIEN-FU CHUANG's Beneficial Financial Group Experience August 2012 - December 2012
Job Investment Analyst Intern at Beneficial Financial Group
Industry Financial Services
Experience
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

Brandy Akin-Pender Brandy Akin-Pender Longview, Texas Details
Brandy Akin-Pender's Beneficial Financial Group Experience 2003 - 2004
Job HealthSafetyEnvironmental Operator at Eastman Chemical Company
Industry Chemicals
Experience
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

Dave Lockridge Dave Lockridge Lenexa, Kansas Details
Dave Lockridge's Beneficial Financial Group Experience December 1997 - January 2000
Job Contact Center Executive
Industry Financial Services
Experience
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

Select page

1 2 3 4


Similar Companies