Clark Consulting
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Clark Consulting Employees
Employee
Years
Job
Industry
Amy Kitchen Amy Kitchen's Clark Consulting Experience 2000 - 2003
Job IT Sr. Manager at Capital Group Companies
Industry Information Technology and Services
Experience
Capital Group Companies 2006 - Present
Kitchen Sink Enterprises, Inc. / Tiki Party 2003 - 2006
Clark Consulting 2000 - 2003
Compensation Resource Group (CRG) July 1990 - February 2000
Skills
Business Analysis, SDLC, Vendor Management, IT Management, IT Strategy, Software Project..., Process Improvement, Business Process..., Project Management, Business Process, Software Development, Disaster Recovery, PMO, SharePoint, Management
Education
California State University-Northridge 1991 — 1993
BS, Liberal Studies/Computer Science
University of North Texas 1986 — 1990
Capital Group Companies 2006 - Present
Kitchen Sink Enterprises, Inc. / Tiki Party 2003 - 2006
Clark Consulting 2000 - 2003
Compensation Resource Group (CRG) July 1990 - February 2000
Skills
Business Analysis, SDLC, Vendor Management, IT Management, IT Strategy, Software Project..., Process Improvement, Business Process..., Project Management, Business Process, Software Development, Disaster Recovery, PMO, SharePoint, Management
Education
California State University-Northridge 1991 — 1993
BS, Liberal Studies/Computer Science
University of North Texas 1986 — 1990
Katie Shellabarger, CPA Katie Shellabarger, CPA's Clark Consulting Experience September 2002 - May 2004
Job VP/Chief Audit Executive at CDK Global, Inc. (fka ADP Dealer Services)
Industry Information Technology and Services
Experience
CDK Global August 2014 - Present
Caesars Entertainment Corporation June 2013 - August 2014
Caesars Entertainment Corporation October 2011 - June 2013
Deloitte & Touche January 2010 - October 2011
Protiviti, Inc. May 2004 - November 2009
Clark Consulting September 2002 - May 2004
Arthur Andersen August 1995 - May 2002
Skills
Internal Audit, Enterprise Risk..., Business Process..., Project Management, Internal Controls, Sarbanes-Oxley, Corporate Governance, IFRS, Public Company..., External Audit, Continuous Improvement, Finance Transformation, SEC Financial Reporting, Sarbanes-Oxley Act, CPA, Accounting, Auditing, Risk Assessment, IT Audit, Risk Management, Business Process, Assurance, Strategy, Financial Reporting
Education
DePaul University 1996 — 1998
MSA, Accounting
John Carroll University 1989 — 1993
BA, Political Science
Marian High School (Mishawaka) 1985 — 1989
CDK Global August 2014 - Present
Caesars Entertainment Corporation June 2013 - August 2014
Caesars Entertainment Corporation October 2011 - June 2013
Deloitte & Touche January 2010 - October 2011
Protiviti, Inc. May 2004 - November 2009
Clark Consulting September 2002 - May 2004
Arthur Andersen August 1995 - May 2002
Skills
Internal Audit, Enterprise Risk..., Business Process..., Project Management, Internal Controls, Sarbanes-Oxley, Corporate Governance, IFRS, Public Company..., External Audit, Continuous Improvement, Finance Transformation, SEC Financial Reporting, Sarbanes-Oxley Act, CPA, Accounting, Auditing, Risk Assessment, IT Audit, Risk Management, Business Process, Assurance, Strategy, Financial Reporting
Education
DePaul University 1996 — 1998
MSA, Accounting
John Carroll University 1989 — 1993
BA, Political Science
Marian High School (Mishawaka) 1985 — 1989
Daniel Youngblood Daniel Youngblood's Clark Consulting Experience June 2008 - July 2011
Job Financial Advisor, IFP
Industry Financial Services
Experience
LPL Financial December 2011 - Present
Clark Consulting June 2008 - July 2011
Capital One Investments February 2005 - June 2008
Skills
Investments, Financial Analysis, Finance, Series 7, Securities, Wealth Management, Risk Management, Insurance, CRM, Analysis, Financial Advisory, Investment Management, FINRA, Series 63, Mutual Funds
Education
University of New Orleans, BS Finance 2001 — 2004
Bachelor of Science Finance, Finance
College for Financial Planning
Currently pursuing Certified Financial Planner (CFP) designation
LPL Financial December 2011 - Present
Clark Consulting June 2008 - July 2011
Capital One Investments February 2005 - June 2008
Skills
Investments, Financial Analysis, Finance, Series 7, Securities, Wealth Management, Risk Management, Insurance, CRM, Analysis, Financial Advisory, Investment Management, FINRA, Series 63, Mutual Funds
Education
University of New Orleans, BS Finance 2001 — 2004
Bachelor of Science Finance, Finance
College for Financial Planning
Currently pursuing Certified Financial Planner (CFP) designation
William Mark Turner William Mark Turner's Clark Consulting Experience February 1999 - February 2006
Job PLM Specialist at Alcon Labs
Industry Information Technology and Services
Experience
Alcon Laboratories, Inc. February 2009 - Present
AquaCraft, Inc. February 2006 - August 2011
Clark Consulting February 1999 - February 2006
CompuCom February 1998 - February 1999
CompUSA October 1995 - February 1998
Skills
Windchill, SharePoint, Virtualization, Windows Server, Microsoft Exchange, Hardware, Networking, Project Management, Management, Product Lifecycle..., WAN, Software Installation, Help Desk Support, Blackberry Enterprise..., Disaster Recovery, Active Directory, Integration, Visio, ERP, IT Management, System Administration, Software Documentation, Cross-functional Team..., Process Improvement, Quality Assurance
Education
Texas A&M Commerce 2011 — 2013
MS, Technology Management
American InterContinental University 2008 — 2010
Bachelor of Business Administration, BA concentration: Project Management
DeVry 1994 — 1995
Electrical Technician, Electrical Technician
Alcon Laboratories, Inc. February 2009 - Present
AquaCraft, Inc. February 2006 - August 2011
Clark Consulting February 1999 - February 2006
CompuCom February 1998 - February 1999
CompUSA October 1995 - February 1998
Skills
Windchill, SharePoint, Virtualization, Windows Server, Microsoft Exchange, Hardware, Networking, Project Management, Management, Product Lifecycle..., WAN, Software Installation, Help Desk Support, Blackberry Enterprise..., Disaster Recovery, Active Directory, Integration, Visio, ERP, IT Management, System Administration, Software Documentation, Cross-functional Team..., Process Improvement, Quality Assurance
Education
Texas A&M Commerce 2011 — 2013
MS, Technology Management
American InterContinental University 2008 — 2010
Bachelor of Business Administration, BA concentration: Project Management
DeVry 1994 — 1995
Electrical Technician, Electrical Technician
Greg Austin Greg Austin's Clark Consulting Experience 2001 - 2004
Job DIRECTOR OF GLOBAL MARKETING & COMMUNICATION
Industry Management Consulting
Experience
ZS Associates October 2007 - Present
L.E.K. Consulting May 2004 - October 2007
Clark Consulting 2001 - 2004
Skills
Marketing Strategy, Corporate Branding, Lead Generation, Marketing Operations, Management Consulting, Public Relations, Market Research, Strategy, Brand Management, B2B, Integrated Marketing, Business Development, Strategic Planning, Online Advertising, Marketing, Strategic Communications
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
M.B.A., Business / Marketing
Hendrix College 1987 — 1991
B.S., Psychology
ZS Associates October 2007 - Present
L.E.K. Consulting May 2004 - October 2007
Clark Consulting 2001 - 2004
Skills
Marketing Strategy, Corporate Branding, Lead Generation, Marketing Operations, Management Consulting, Public Relations, Market Research, Strategy, Brand Management, B2B, Integrated Marketing, Business Development, Strategic Planning, Online Advertising, Marketing, Strategic Communications
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
M.B.A., Business / Marketing
Hendrix College 1987 — 1991
B.S., Psychology
Matthew Thiemann Matthew Thiemann's Clark Consulting Experience September 2006 - October 2008
Job Financial Analyst at a Minneapolis Benefits Consulting Firm
Industry Financial Services
Experience
A Minneapolis Benefits Consulting Firm April 2012 - Present
Sterilmed March 2012 - March 2012
Medtronic February 2009 - December 2011
Clark Consulting September 2006 - October 2008
PrimeVest Financial Services June 2001 - June 2006
PFPC January 1996 - June 2000
Blair Companies 1994 - 1994
Skills
Analysis, Compliance, Process Improvement, Risk Management, Quality Assurance, Financial Analysis, Insurance, Finance, Project Management, Accounting, Business Planning, Competitive Analysis, Due Diligence, Employee Benefits, Strategy
Education
Augsburg College 1988 — 1990
BA,Biology (Chemistry minor), Biology, Chemistry, Marketing
Wartburg College 1985 — 1988
Biology/chemistry
West Lutheran High School 1981 — 1985
A Minneapolis Benefits Consulting Firm April 2012 - Present
Sterilmed March 2012 - March 2012
Medtronic February 2009 - December 2011
Clark Consulting September 2006 - October 2008
PrimeVest Financial Services June 2001 - June 2006
PFPC January 1996 - June 2000
Blair Companies 1994 - 1994
Skills
Analysis, Compliance, Process Improvement, Risk Management, Quality Assurance, Financial Analysis, Insurance, Finance, Project Management, Accounting, Business Planning, Competitive Analysis, Due Diligence, Employee Benefits, Strategy
Education
Augsburg College 1988 — 1990
BA,Biology (Chemistry minor), Biology, Chemistry, Marketing
Wartburg College 1985 — 1988
Biology/chemistry
West Lutheran High School 1981 — 1985
Cynthia Tripp's Clark Consulting Experience July 2004 - November 2008
Job Sr. Regional Marketing Specialist at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company March 2010 - Present
Clark Consulting July 2004 - November 2008
Clark Consulting June 2001 - June 2004
Clark Consulting July 1999 - May 2001
Skills
Life Insurance, Survivorship Life, Term Life Insurance, Long-term Care, Executive Benefits, Series 63, Series 6
Education
Bob Jones University 1978 — 1982
Bachelor of Science (B.S.), Mathematics Teacher Education
Pacific Life Insurance Company March 2010 - Present
Clark Consulting July 2004 - November 2008
Clark Consulting June 2001 - June 2004
Clark Consulting July 1999 - May 2001
Skills
Life Insurance, Survivorship Life, Term Life Insurance, Long-term Care, Executive Benefits, Series 63, Series 6
Education
Bob Jones University 1978 — 1982
Bachelor of Science (B.S.), Mathematics Teacher Education
Rich Chapman's Clark Consulting Experience 1998 - 2004
Job Strategy Consultant, Professional Speaking, Author
Industry Executive Office
Experience
Teacher, Speaker, Author 2011 - Present
Destination Golf Ventures 2009 - 2011
Renaissance Bank Advisors 2006 - 2009
Clark Consulting 1998 - 2004
Bank Compensation Strategies 1985 - 1997
Skills
Business Strategy, Mutual Funds, Management Consulting, Strategic Planning, Investments, Risk Management, Executive Management, New Business Development, Management, Budgets, Strategy, Insurance, Financial Modeling, Leadership, Start-ups, Philanthropy, Thought Leadership, Marketing, Mergers & Acquisitions
Education
Augustana College (SD)
Bachelor's degree, Double Major, Mathematics and Business
Teacher, Speaker, Author 2011 - Present
Destination Golf Ventures 2009 - 2011
Renaissance Bank Advisors 2006 - 2009
Clark Consulting 1998 - 2004
Bank Compensation Strategies 1985 - 1997
Skills
Business Strategy, Mutual Funds, Management Consulting, Strategic Planning, Investments, Risk Management, Executive Management, New Business Development, Management, Budgets, Strategy, Insurance, Financial Modeling, Leadership, Start-ups, Philanthropy, Thought Leadership, Marketing, Mergers & Acquisitions
Education
Augustana College (SD)
Bachelor's degree, Double Major, Mathematics and Business
Irma Lopez Irma Lopez's Clark Consulting Experience April 2003 - December 2011
Job Insurance Broker at Bulnes Insurance Services
Industry Insurance
Experience
Bulnes Insurance Services April 2013 - Present
Bulnes Insurance Services June 2012 - Present
Farmers Insurance July 2011 - March 2012
Clark Consulting April 2003 - December 2011
ICD Enterprises October 2009 - January 2011
City of Carrollton January 1996 - April 2003
Skills
Life Insurance, S6, S63, S26, L&H, P&C..., Insurance, Disability Insurance, L&H, Securities, Portfolio Management, Training, Investments, Sales, Process Improvement, General Insurance, Risk Management, Health Insurance, Retirement
Education
Cedar Valley College 1985 — 1988
Associate of Arts and Sciences (AAS)
Bulnes Insurance Services April 2013 - Present
Bulnes Insurance Services June 2012 - Present
Farmers Insurance July 2011 - March 2012
Clark Consulting April 2003 - December 2011
ICD Enterprises October 2009 - January 2011
City of Carrollton January 1996 - April 2003
Skills
Life Insurance, S6, S63, S26, L&H, P&C..., Insurance, Disability Insurance, L&H, Securities, Portfolio Management, Training, Investments, Sales, Process Improvement, General Insurance, Risk Management, Health Insurance, Retirement
Education
Cedar Valley College 1985 — 1988
Associate of Arts and Sciences (AAS)
Pachonce Brantley's Clark Consulting Experience August 1998 - December 2011
Job 🌟 Accounting | Regulatory Reporting | Financial Reporting and Analysis 🌟 at Santander Consumer USA
Industry Financial Services
Experience
Santander Consumer USA Inc. June 2013 - Present
North Texas Food Bank March 2012 - June 2013
Clark Consulting August 1998 - December 2011
East Texas Human Development Corporation - Head Start Program December 1994 - May 1998
Tutorville Computer Resource Station April 1991 - December 1994
Harrison County January 1994 - April 1994
Skills
Crystal Reports, Clarity, Essbase, Sarbanes-Oxley, ERP, Great Plains Software, Excel Pivot, Financial Reporting, Management Reporting, SOP 81-1, SAB 101, 101B, FAS 60, GEAC/Oracle, NAV2009 (ERP), Excel (Pivot..., GAAP, Accounting, Accounts Payable, Account Reconciliation, Financial Analysis, Management, Forecasting, Payroll, Internal Controls, Finance, Auditing, Accounts Receivable, Budgets, General Ledger, Cash Flow, Fixed Assets, Accruals, Journal Entries, US GAAP, Variance Analysis, Financial Accounting, Tax, Cash Flow Forecasting, Revenue Recognition, Internal Audit, Bank Reconciliation, Financial Services, Sales Tax, Financial Statements, Tax Preparation, nVision, PeopleSoft, Catalyst, Sarbanes-Oxley Act
Education
Amberton University
Bachelor of Business Administration (BBA), Accounting, GPA 3.9
Louisiana State University
Finance, GPA 4.0
Southern University and Agricultural and Mechanical College
Associate of Science (AS), Accounting, GPA 3.9
Santander Consumer USA Inc. June 2013 - Present
North Texas Food Bank March 2012 - June 2013
Clark Consulting August 1998 - December 2011
East Texas Human Development Corporation - Head Start Program December 1994 - May 1998
Tutorville Computer Resource Station April 1991 - December 1994
Harrison County January 1994 - April 1994
Skills
Crystal Reports, Clarity, Essbase, Sarbanes-Oxley, ERP, Great Plains Software, Excel Pivot, Financial Reporting, Management Reporting, SOP 81-1, SAB 101, 101B, FAS 60, GEAC/Oracle, NAV2009 (ERP), Excel (Pivot..., GAAP, Accounting, Accounts Payable, Account Reconciliation, Financial Analysis, Management, Forecasting, Payroll, Internal Controls, Finance, Auditing, Accounts Receivable, Budgets, General Ledger, Cash Flow, Fixed Assets, Accruals, Journal Entries, US GAAP, Variance Analysis, Financial Accounting, Tax, Cash Flow Forecasting, Revenue Recognition, Internal Audit, Bank Reconciliation, Financial Services, Sales Tax, Financial Statements, Tax Preparation, nVision, PeopleSoft, Catalyst, Sarbanes-Oxley Act
Education
Amberton University
Bachelor of Business Administration (BBA), Accounting, GPA 3.9
Louisiana State University
Finance, GPA 4.0
Southern University and Agricultural and Mechanical College
Associate of Science (AS), Accounting, GPA 3.9
Stella Oefinger Stella Oefinger's Clark Consulting Experience 1998 - 2000
Job Digital Marketing Director at TangoTab and WebClick Marketing
Industry Marketing and Advertising
Experience
TangoTab June 2015 - Present
Web Click Marketing October 2010 - Present
Bedrock Web Marketing October 2010 - December 2014
Dental-Medical Economics April 2010 - September 2010
Accounting Firm April 2003 - May 2010
Dallas Nephrology Associates February 2000 - March 2003
Clark Consulting 1998 - 2000
Manulife Financial 1995 - 1997
Skills
Online Marketing, Marketing Strategy, Social Media Marketing, Marketing, SEO, Blogging, SEM, Strategy, Email Marketing, Link Building, Content Management, SMO, Business Development, Marketing Communications, Public Relations, Facebook, Marketing Management, Content Marketing, Strategic Planning, Management, Web Marketing, Web Design, New Business Development, Newsletters, Press Releases, Digital Marketing, Google Adwords, Direct Marketing, Small Business, Social Media, Integrated Marketing, Mobile Marketing, Ghostwriting, Sales, Brand Development, Lead Generation, PPC, B2B Marketing, Corporate Branding, Search Engines, Publishing, Graphic Design, Online Advertising, Google Analytics, Search Engine
Education
Dallas Baptist University 1999 — 2002
Bachelor of Business Studies
TangoTab June 2015 - Present
Web Click Marketing October 2010 - Present
Bedrock Web Marketing October 2010 - December 2014
Dental-Medical Economics April 2010 - September 2010
Accounting Firm April 2003 - May 2010
Dallas Nephrology Associates February 2000 - March 2003
Clark Consulting 1998 - 2000
Manulife Financial 1995 - 1997
Skills
Online Marketing, Marketing Strategy, Social Media Marketing, Marketing, SEO, Blogging, SEM, Strategy, Email Marketing, Link Building, Content Management, SMO, Business Development, Marketing Communications, Public Relations, Facebook, Marketing Management, Content Marketing, Strategic Planning, Management, Web Marketing, Web Design, New Business Development, Newsletters, Press Releases, Digital Marketing, Google Adwords, Direct Marketing, Small Business, Social Media, Integrated Marketing, Mobile Marketing, Ghostwriting, Sales, Brand Development, Lead Generation, PPC, B2B Marketing, Corporate Branding, Search Engines, Publishing, Graphic Design, Online Advertising, Google Analytics, Search Engine
Education
Dallas Baptist University 1999 — 2002
Bachelor of Business Studies
Paul Murray, CPA, CFP's Clark Consulting Experience September 1997 - December 2007
Job Retirement and Benefits Consultant
Industry Financial Services
Experience
VerityPoint January 2008 - Present
YMCA of the Foothills July 2013 - Present
La Canada Presbyterian Church January 2002 - Present
La Canada Boosters June 2013 - May 2015
La Canada Flintridge Educational Foundation Endowment July 2012 - January 2015
La Canada Flintridge Educational Foundation July 2011 - June 2012
La Canada Flintridge Educational Foundation 2008 - June 2011
Los Angeles Falcons Track Club March 2010 - June 2010
La Canada Gladiators Football June 2007 - October 2009
Clark Consulting September 1997 - December 2007
Skills
Employee Benefits, Financial Management, Accounting, Financial Planning, Benefits, Tax, Retirement, Insurance, Financial Analysis, Executive Reporting, Financial Reporting, Compensation, Financial Accounting, Financial Modeling, Pensions, 401k, Retirement Planning, Estate Planning, Executive Compensation, Income Tax, Retirement Income..., Group Benefits, Wealth Management, Funding, Series 7, Securities, Investments, Asset Management, Annuities, Long Term Care, Deferred Compensation, Disability Insurance, Mutual Funds, Small Business, Portfolio Management, Equities, Term Life Insurance, Benefits Administration, Financial Services, Managerial Finance, Strategic Financial..., Executive Pay, CPA, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 1994 — 1995
MBT, Business Taxation
California State Polytechnic University-Pomona 1985 — 1989
BS, Accounting
Rosemead High School 1981 — 1985
VerityPoint January 2008 - Present
YMCA of the Foothills July 2013 - Present
La Canada Presbyterian Church January 2002 - Present
La Canada Boosters June 2013 - May 2015
La Canada Flintridge Educational Foundation Endowment July 2012 - January 2015
La Canada Flintridge Educational Foundation July 2011 - June 2012
La Canada Flintridge Educational Foundation 2008 - June 2011
Los Angeles Falcons Track Club March 2010 - June 2010
La Canada Gladiators Football June 2007 - October 2009
Clark Consulting September 1997 - December 2007
Skills
Employee Benefits, Financial Management, Accounting, Financial Planning, Benefits, Tax, Retirement, Insurance, Financial Analysis, Executive Reporting, Financial Reporting, Compensation, Financial Accounting, Financial Modeling, Pensions, 401k, Retirement Planning, Estate Planning, Executive Compensation, Income Tax, Retirement Income..., Group Benefits, Wealth Management, Funding, Series 7, Securities, Investments, Asset Management, Annuities, Long Term Care, Deferred Compensation, Disability Insurance, Mutual Funds, Small Business, Portfolio Management, Equities, Term Life Insurance, Benefits Administration, Financial Services, Managerial Finance, Strategic Financial..., Executive Pay, CPA, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 1994 — 1995
MBT, Business Taxation
California State Polytechnic University-Pomona 1985 — 1989
BS, Accounting
Rosemead High School 1981 — 1985
Katie Akers's Clark Consulting Experience July 1998 - January 2001
Job B2B Field Trainer | Executive Director at LegalShield
Industry Legal Services
Experience
LegalShield May 2015 - Present
LegalShield Living Legacy Benefits Group LLC April 2011 - Present
Advanced Disposal October 2013 - March 2015
Build Your Net Networking April 2011 - May 2014
It's Done! Small Biz Solutions December 2010 - May 2014
Mary Kay Cosmetics May 2000 - June 2011
H&R Block 1986 - 2007
Clark Consulting July 1998 - January 2001
SE Atlantic Beverage 1996 - 1998
Skills
Identity Theft, Networking Strategies, Small Business, Entrepreneur, Public Speaking, Network Security, Social Networking, Social Media, Social Media Marketing, Social Marketing, Social Networking Sites, Microsoft Office, PowerPoint, Web Design, Quickbooks, Quicken, Database Administration, Database Management, Data Mining, Curating, Online Research, Legal Services, Outsourced Marketing, Database Admin, Entrepreneurship, Business Development, Strategy, Business Networking, Legal Assistance, Leadership, Team Building, New Business Development, Marketing, Leadership Development, Employee Benefits, Direct Sales, Direct Marketing, Selling, Coaching, Networking, Insurance, Training, Event Planning, Facebook, Fundraising, Sales, Time Management, CRM, Account Management, Customer Service
Education
Florida State College at Jacksonville
Business
LegalShield May 2015 - Present
LegalShield Living Legacy Benefits Group LLC April 2011 - Present
Advanced Disposal October 2013 - March 2015
Build Your Net Networking April 2011 - May 2014
It's Done! Small Biz Solutions December 2010 - May 2014
Mary Kay Cosmetics May 2000 - June 2011
H&R Block 1986 - 2007
Clark Consulting July 1998 - January 2001
SE Atlantic Beverage 1996 - 1998
Skills
Identity Theft, Networking Strategies, Small Business, Entrepreneur, Public Speaking, Network Security, Social Networking, Social Media, Social Media Marketing, Social Marketing, Social Networking Sites, Microsoft Office, PowerPoint, Web Design, Quickbooks, Quicken, Database Administration, Database Management, Data Mining, Curating, Online Research, Legal Services, Outsourced Marketing, Database Admin, Entrepreneurship, Business Development, Strategy, Business Networking, Legal Assistance, Leadership, Team Building, New Business Development, Marketing, Leadership Development, Employee Benefits, Direct Sales, Direct Marketing, Selling, Coaching, Networking, Insurance, Training, Event Planning, Facebook, Fundraising, Sales, Time Management, CRM, Account Management, Customer Service
Education
Florida State College at Jacksonville
Business
Leeza Obregon Leeza Obregon's Clark Consulting Experience February 2010 - February 2011
Job Administrative Assistant at The Marketing Arm
Industry Marketing and Advertising
Experience
The Marketing Arm December 2014 - Present
Dieste Inc. September 2013 - November 2014
Chase Paymentech September 2011 - September 2013
Clark Consulting February 2010 - February 2011
NDPA March 2008 - December 2009
Skills
Customer Service, Insurance, Process Improvement, Advertising, Accounts Receivable, Administrative..., Office Management, Marketing
Education
Eastfield College
Business Administration, Management and Operations
The Marketing Arm December 2014 - Present
Dieste Inc. September 2013 - November 2014
Chase Paymentech September 2011 - September 2013
Clark Consulting February 2010 - February 2011
NDPA March 2008 - December 2009
Skills
Customer Service, Insurance, Process Improvement, Advertising, Accounts Receivable, Administrative..., Office Management, Marketing
Education
Eastfield College
Business Administration, Management and Operations
Robert Birdsell Robert Birdsell's Clark Consulting Experience January 1990 - June 2007
Job Managing Director at Executive Benefit Solutions
Industry Financial Services
Experience
Executive Benefit Solutions July 2015 - Present
Grahall Partners, LLC January 2012 - Present
Retirement Capital Group 2007 - January 2012
RCG June 2007 - June 2011
Clark Consulting January 1990 - June 2007
MassMutual Financial Group 1976 - 1984
Skills
Incentives, Deferred Compensation, Employee Benefits, Incentive Programs, Succession Planning, Executive Pay, Strategic Planning, 401k, Program Management, Leadership Development, Employee Relations, Executive Management, Executive Coaching, HRIS, Benefits Administration, Defined Benefit, Strategy, Human Resources, Personnel Management, Organizational...
Education
Drake University 1965 — 1966
Political Science and Government
Loras College 1960 — 1964
Bachelor of Science (BS), Business/Commerce, General
Executive Benefit Solutions July 2015 - Present
Grahall Partners, LLC January 2012 - Present
Retirement Capital Group 2007 - January 2012
RCG June 2007 - June 2011
Clark Consulting January 1990 - June 2007
MassMutual Financial Group 1976 - 1984
Skills
Incentives, Deferred Compensation, Employee Benefits, Incentive Programs, Succession Planning, Executive Pay, Strategic Planning, 401k, Program Management, Leadership Development, Employee Relations, Executive Management, Executive Coaching, HRIS, Benefits Administration, Defined Benefit, Strategy, Human Resources, Personnel Management, Organizational...
Education
Drake University 1965 — 1966
Political Science and Government
Loras College 1960 — 1964
Bachelor of Science (BS), Business/Commerce, General
Jimmy Sartwell Jimmy Sartwell's Clark Consulting Experience June 2013 - Present
Job Financial Analyst at Clark Consulting
Industry Financial Services
Experience
Clark Consulting June 2013 - Present
LF USA May 2012 - June 2013
Carrabba's Italian Grill July 2008 - January 2012
Skills
Bartending, Accounting, Finance, SAP, Microsoft Excel, Crystal Reports, Oracle, Microsoft Word, Forecasting, General Ledger, Leadership, Hospitality, Data Entry, QuickBooks, Inventory Management, Accounts Payable, Account Reconciliation, Customer Service, Time Management, Financial Reporting, American Sign Language, Access, Financial Analysis, Outlook, Accounts Receivable, Invoicing
Education
Guilford Technical Community College 2009 — 2012
AA Business Administration, Accounting and Finance, 3.4
Clark Consulting June 2013 - Present
LF USA May 2012 - June 2013
Carrabba's Italian Grill July 2008 - January 2012
Skills
Bartending, Accounting, Finance, SAP, Microsoft Excel, Crystal Reports, Oracle, Microsoft Word, Forecasting, General Ledger, Leadership, Hospitality, Data Entry, QuickBooks, Inventory Management, Accounts Payable, Account Reconciliation, Customer Service, Time Management, Financial Reporting, American Sign Language, Access, Financial Analysis, Outlook, Accounts Receivable, Invoicing
Education
Guilford Technical Community College 2009 — 2012
AA Business Administration, Accounting and Finance, 3.4
Kyleen Engelstad's Clark Consulting Experience September 2002 - November 2008
Job Voluntary Benefits Consultant at Marsh & McLennan Agency Upper Midwest
Industry Insurance
Experience
Marsh & McLennan Agency - Upper Midwest January 2015 - Present
Unum September 2011 - January 2015
The KNW Group March 2010 - September 2011
Liberty Mutual January 2009 - March 2010
Clark Consulting September 2002 - November 2008
Skills
New Business Development, Account Management, Growth Strategies, Project Management, Sales Operations, Customer Retention, Underwriting, Employee Benefits, Insurance, Life Insurance, Retirement, Long-term Care, Customer Service, Sales, Health Insurance, Disability Insurance, 401k, Marketing, Human Resources, Retirement Planning, Fixed Annuities, Term Life Insurance, Executive Pay, Management, 409A, Benefits Administration, Brokers, Analysis, Deferred Compensation, Long Term Care Insurance, Business Development, Critical Illness, Whole Life, CRM, Relationship Management
Education
Bethel University
BA, Business Management
University of Wisconsin-Eau Claire
Marsh & McLennan Agency - Upper Midwest January 2015 - Present
Unum September 2011 - January 2015
The KNW Group March 2010 - September 2011
Liberty Mutual January 2009 - March 2010
Clark Consulting September 2002 - November 2008
Skills
New Business Development, Account Management, Growth Strategies, Project Management, Sales Operations, Customer Retention, Underwriting, Employee Benefits, Insurance, Life Insurance, Retirement, Long-term Care, Customer Service, Sales, Health Insurance, Disability Insurance, 401k, Marketing, Human Resources, Retirement Planning, Fixed Annuities, Term Life Insurance, Executive Pay, Management, 409A, Benefits Administration, Brokers, Analysis, Deferred Compensation, Long Term Care Insurance, Business Development, Critical Illness, Whole Life, CRM, Relationship Management
Education
Bethel University
BA, Business Management
University of Wisconsin-Eau Claire
Christy Syfert Christy Syfert's Clark Consulting Experience February 2004 - January 2007
Job Project Coordinator at The Wendy's Company
Industry Marketing and Advertising
Experience
The Wendy's Company September 2014 - Present
The Wendy's Company January 2007 - September 2014
Clark Consulting February 2004 - January 2007
Business News Publishing 2002 - 2004
Skills
Organization, Close Attention to..., Creativity Skills, Time Management, Budget Monitoring, Event Planning, Marketing Communications, Invoice Processing, Travel Management, Presentation Development, Microsoft Excel, PowerPoint, Outlook, Webinar Management, Local Marketing, Database Administration, Subscriptions, Volunteer Management, Phone Screening
Education
Columbus State Community College 2001 — 2004
Associate's degree, Office Administration
The Wendy's Company September 2014 - Present
The Wendy's Company January 2007 - September 2014
Clark Consulting February 2004 - January 2007
Business News Publishing 2002 - 2004
Skills
Organization, Close Attention to..., Creativity Skills, Time Management, Budget Monitoring, Event Planning, Marketing Communications, Invoice Processing, Travel Management, Presentation Development, Microsoft Excel, PowerPoint, Outlook, Webinar Management, Local Marketing, Database Administration, Subscriptions, Volunteer Management, Phone Screening
Education
Columbus State Community College 2001 — 2004
Associate's degree, Office Administration
Chris Wyrtzen Chris Wyrtzen's Clark Consulting Experience 2001 - 2007
Job Managing Director at EBSBoston
Industry Financial Services
Experience
EBS - Executive Benefit Solutions May 2011 - Present
Grahall Partners, LLC 2009 - April 2011
RCG-Boston April 2007 - April 2011
Clark Consulting 2001 - 2007
The Lyons Company 1995 - 2001
The Brown Company 1993 - 1994
Business Planning Associates 1986 - 1993
OptionWare September 1984 - August 1986
Pepsico June 1982 - August 1984
Massachusetts Mutual Life Insurance Company June 1978 - August 1980
Skills
Financial Modeling, Executive Pay, Employee Benefits, Deferred Compensation, Defined Benefit, Incentive Programs, 401k, Retirement, Financial Analysis, Series 63, Management Consulting, Strategic Planning, Financial Services, Investments, Strategic Financial..., Mergers, Due Diligence, Retirement Planning, Asset Managment, Pensions, Insurance
Education
Cornell University - S.C. Johnson Graduate School of Management 1980 — 1982
MBA, Finance
Clark University 1974 — 1978
BA, Psychology, Economics
EBS - Executive Benefit Solutions May 2011 - Present
Grahall Partners, LLC 2009 - April 2011
RCG-Boston April 2007 - April 2011
Clark Consulting 2001 - 2007
The Lyons Company 1995 - 2001
The Brown Company 1993 - 1994
Business Planning Associates 1986 - 1993
OptionWare September 1984 - August 1986
Pepsico June 1982 - August 1984
Massachusetts Mutual Life Insurance Company June 1978 - August 1980
Skills
Financial Modeling, Executive Pay, Employee Benefits, Deferred Compensation, Defined Benefit, Incentive Programs, 401k, Retirement, Financial Analysis, Series 63, Management Consulting, Strategic Planning, Financial Services, Investments, Strategic Financial..., Mergers, Due Diligence, Retirement Planning, Asset Managment, Pensions, Insurance
Education
Cornell University - S.C. Johnson Graduate School of Management 1980 — 1982
MBA, Finance
Clark University 1974 — 1978
BA, Psychology, Economics
Mark Boomgaarden's Clark Consulting Experience June 2004 - December 2007
Job Mark Boomgaarden CPA
Industry Insurance
Experience
Mark Boomgaarden CPA, LLC January 2008 - Present
Clark Consulting June 2004 - December 2007
Clark Consulting March 2002 - June 2004
Lutheran Brotherhood/Thrivent Financial September 1995 - March 2002
Skills
Executive Compensation, Deferred Compensation, Employee Benefits, Compliance, Insurance, Actuarial Science, Executive Pay, Life Insurance, Finance
Education
University of St. Thomas 1998 — 2002
MBA, Finance
Bemidji State University 1989 — 1993
BS, Accounting
Mark Boomgaarden CPA, LLC January 2008 - Present
Clark Consulting June 2004 - December 2007
Clark Consulting March 2002 - June 2004
Lutheran Brotherhood/Thrivent Financial September 1995 - March 2002
Skills
Executive Compensation, Deferred Compensation, Employee Benefits, Compliance, Insurance, Actuarial Science, Executive Pay, Life Insurance, Finance
Education
University of St. Thomas 1998 — 2002
MBA, Finance
Bemidji State University 1989 — 1993
BS, Accounting
M. S. (Steve) Clark P.E.'s Clark Consulting Experience 2015 - 2015
Job Senior Engineer
Industry Construction
Experience
Bechtel Power Corporation June 2008 - Present
Bechtel Power Corporation June 2008 - Present
Clark Consulting 2015 - 2015
South Texas Project Nuclear Operating Company March 1994 - June 2008
Cataract Inc. January 1993 - February 1994
Impell Corporration (EDS Nuclear/CE Impell Corporation/ABB Impell Corporation) June 1982 - December 1992
Skills
Stationary Batteries, Battery Charger, Uninterruptible Power..., Electrical Engineering, Project Engineering, Power Distribution, Engineering, Energy, Power Systems, Electronics, Power Generation, I&C Engineering, Nuclear Licensing, Project Management, Power Plants, Electric Power, Factory, Commissioning, Nuclear, Electricians, Testing, Electrical..., Electrical Design
Education
Excelsior College
Associate of Science (AS)
Will Rogers High School 1966 — 1969
Bechtel Power Corporation June 2008 - Present
Bechtel Power Corporation June 2008 - Present
Clark Consulting 2015 - 2015
South Texas Project Nuclear Operating Company March 1994 - June 2008
Cataract Inc. January 1993 - February 1994
Impell Corporration (EDS Nuclear/CE Impell Corporation/ABB Impell Corporation) June 1982 - December 1992
Skills
Stationary Batteries, Battery Charger, Uninterruptible Power..., Electrical Engineering, Project Engineering, Power Distribution, Engineering, Energy, Power Systems, Electronics, Power Generation, I&C Engineering, Nuclear Licensing, Project Management, Power Plants, Electric Power, Factory, Commissioning, Nuclear, Electricians, Testing, Electrical..., Electrical Design
Education
Excelsior College
Associate of Science (AS)
Will Rogers High School 1966 — 1969
Deirdre Reishus's Clark Consulting Experience October 1996 - September 1997
Job Certified Yoga Teacher
Industry Health, Wellness and Fitness
Experience
Present Moment Yoga May 2010 - Present
CitiCapital Fleet November 1999 - May 2002
GuideStone Financial Resources September 1997 - November 1999
Clark Consulting October 1996 - September 1997
GuideStone Financial Resources April 1993 - September 1996
GuideStone Financial Resources June 1990 - April 1993
GuideStone Financial Resources September 1986 - June 1990
Skills
Yoga, Meditation, Fitness, Wellness, Relaxation, Wellness Coaching, Holistic Health, Wellbeing, Healing, Stress Management, Lifestyle, Reiki, Lifestyle Coaching, Stress, Energy Healing, Alternative Medicine, Coaching, Training, Leadership, Personal Development
Education
Prairie Yoga, Lisle IL 2009 — 2010
200 Hour RYT, Hatha Yoga
Baylor University 1982 — 1986
Bachelor of Arts (BA), Business Administration and Management, General
Present Moment Yoga May 2010 - Present
CitiCapital Fleet November 1999 - May 2002
GuideStone Financial Resources September 1997 - November 1999
Clark Consulting October 1996 - September 1997
GuideStone Financial Resources April 1993 - September 1996
GuideStone Financial Resources June 1990 - April 1993
GuideStone Financial Resources September 1986 - June 1990
Skills
Yoga, Meditation, Fitness, Wellness, Relaxation, Wellness Coaching, Holistic Health, Wellbeing, Healing, Stress Management, Lifestyle, Reiki, Lifestyle Coaching, Stress, Energy Healing, Alternative Medicine, Coaching, Training, Leadership, Personal Development
Education
Prairie Yoga, Lisle IL 2009 — 2010
200 Hour RYT, Hatha Yoga
Baylor University 1982 — 1986
Bachelor of Arts (BA), Business Administration and Management, General
Bruce Bengtson FSA, MAAA Bruce Bengtson FSA, MAAA's Clark Consulting Experience 2001 - 2008
Job Actuarial Executive, Corporate & Retail Product Design, Implementation, Financial Reporting & Analysis
Industry Insurance
Experience
Midwest Actuarial Advisors LLC July 2013 - Present
Symetra 2008 - March 2013
Clark Consulting 2001 - 2008
LifeUSA 1996 - 2000
Life USA 1994 - 1996
Fortis Financial 1991 - 1993
Deloitte 1985 - 1991
Touche Ross 1980 - 1985
Minnesota Mutual Life 1971 - 1980
Skills
Insurance, Universal Life, Variable Annuities, Life Insurance, Actuarial Science, COLI, BOLI, Product Development, Competitive Analysis, Financial Reporting, Financial Analysis, Personnel Management, Variable Life, Carrier Selection, Profitability..., mortality and..., Analysis, Mergers & Acquisitions, Financial Risk, Reinsurance, Fixed Annuities, Employee Benefits, Health Insurance, Finance, Risk Management, Management, Retirement
Education
Augsburg College
Bachelor of Arts (B.A.), Mathematics and Physics
Midwest Actuarial Advisors LLC July 2013 - Present
Symetra 2008 - March 2013
Clark Consulting 2001 - 2008
LifeUSA 1996 - 2000
Life USA 1994 - 1996
Fortis Financial 1991 - 1993
Deloitte 1985 - 1991
Touche Ross 1980 - 1985
Minnesota Mutual Life 1971 - 1980
Skills
Insurance, Universal Life, Variable Annuities, Life Insurance, Actuarial Science, COLI, BOLI, Product Development, Competitive Analysis, Financial Reporting, Financial Analysis, Personnel Management, Variable Life, Carrier Selection, Profitability..., mortality and..., Analysis, Mergers & Acquisitions, Financial Risk, Reinsurance, Fixed Annuities, Employee Benefits, Health Insurance, Finance, Risk Management, Management, Retirement
Education
Augsburg College
Bachelor of Arts (B.A.), Mathematics and Physics
Bill Cunningham's Clark Consulting Experience June 1996 - December 2010
Job Managing Principal Banc Consulting Partners
Industry Banking
Experience
Banc Consulting Partners January 2011 - Present
Clark Consulting June 1996 - December 2010
Amsouth Bank 1990 - 1996
Campus Outreach Ministry June 1980 - June 1990
Skills
Banking, Executive Compensation, Employee Benefits, Investments, Financial Analysis, Insurance, Asset Management, Portfolio Management, Series 7, Public Speaking, Executive Management, Executive Pay, Small Business Lending, Retail Banking, Financial Risk, Risk Management, Financial Institutions, Asset Managment, Management, Financial Services, Leadership, Life Insurance, Mortgage Lending, Financial Advisory
Education
Series 7 and 63
Auburn University 1973 — 1978
BS Electrical Engineering, Minors in Finance and Economics
Carbon Hill High School 1969 — 1973
Banc Consulting Partners January 2011 - Present
Clark Consulting June 1996 - December 2010
Amsouth Bank 1990 - 1996
Campus Outreach Ministry June 1980 - June 1990
Skills
Banking, Executive Compensation, Employee Benefits, Investments, Financial Analysis, Insurance, Asset Management, Portfolio Management, Series 7, Public Speaking, Executive Management, Executive Pay, Small Business Lending, Retail Banking, Financial Risk, Risk Management, Financial Institutions, Asset Managment, Management, Financial Services, Leadership, Life Insurance, Mortgage Lending, Financial Advisory
Education
Series 7 and 63
Auburn University 1973 — 1978
BS Electrical Engineering, Minors in Finance and Economics
Carbon Hill High School 1969 — 1973
Jim Radosevich Jim Radosevich's Clark Consulting Experience April 1990 - June 2007
Job Director of Financial Planning & Analysis at Snapon Credit
Industry Financial Services
Experience
Snap-on Credit January 2012 - Present
Tegrant Corporation April 2010 - April 2011
ConferencePlus July 2008 - August 2009
Clark Consulting April 1990 - June 2007
Clark/Bardes, Inc. April 1990 - April 1997
Skills
Mergers, Investor Relations, SEC reporting, Financial Modeling, Corporate Finance, Due Diligence, Strategic Planning, Budgeting
Education
The University of Texas at Arlington 1994 — 1998
No Degree, MBA cirriculum
Fort Lewis College 1982 — 1986
BA, Business Administration
Snap-on Credit January 2012 - Present
Tegrant Corporation April 2010 - April 2011
ConferencePlus July 2008 - August 2009
Clark Consulting April 1990 - June 2007
Clark/Bardes, Inc. April 1990 - April 1997
Skills
Mergers, Investor Relations, SEC reporting, Financial Modeling, Corporate Finance, Due Diligence, Strategic Planning, Budgeting
Education
The University of Texas at Arlington 1994 — 1998
No Degree, MBA cirriculum
Fort Lewis College 1982 — 1986
BA, Business Administration
Barry Clark's Clark Consulting Experience April 2012 - Present
Job President at Clark Consulting
Industry Professional Training & Coaching
Experience
Clark Consulting April 2012 - Present
University of Santa Monica September 2005 - Present
MYTUPELO Productions May 2010 - April 2011
Universal Network Television January 2001 - January 2004
Studios USA Television January 1997 - January 2000
Skills
Personal Development, Public Speaking, Psychology, Coaching, Self-esteem, Executive Coaching, Leadership Development, Life Coaching, Mental Health, Psychotherapy, Training, Wellness, Family Therapy, Entrepreneurship, Healing, Stress Management, Emotional Intelligence, Event Planning, Stress, Management, Holistic Health, Counseling Psychology, Therapists, Life Transitions, Mental Health Counseling, Entertainment, Group Therapy
Education
Ryokan College 2013 — 2013
Non-Degree, Doctorate of Clinical Psychology
University of Santa Monica 2002 — 2004
Masters, Psychology
New York University 1986 — 1989
Bachelor of Fine Arts, Theater
Dutchess Community College 1984 — 1986
Associate of Arts, Liberal Arts
Clark Consulting April 2012 - Present
University of Santa Monica September 2005 - Present
MYTUPELO Productions May 2010 - April 2011
Universal Network Television January 2001 - January 2004
Studios USA Television January 1997 - January 2000
Skills
Personal Development, Public Speaking, Psychology, Coaching, Self-esteem, Executive Coaching, Leadership Development, Life Coaching, Mental Health, Psychotherapy, Training, Wellness, Family Therapy, Entrepreneurship, Healing, Stress Management, Emotional Intelligence, Event Planning, Stress, Management, Holistic Health, Counseling Psychology, Therapists, Life Transitions, Mental Health Counseling, Entertainment, Group Therapy
Education
Ryokan College 2013 — 2013
Non-Degree, Doctorate of Clinical Psychology
University of Santa Monica 2002 — 2004
Masters, Psychology
New York University 1986 — 1989
Bachelor of Fine Arts, Theater
Dutchess Community College 1984 — 1986
Associate of Arts, Liberal Arts
Kelly Frankenfeld's Clark Consulting Experience 2001 - 2002
Job Chief Marketing and Sales Officer at Ulteig
Industry Marketing and Advertising
Experience
Ulteig July 2015 - Present
Wright-Hennepin, CEA May 2015 - June 2015
Xcel Energy 2013 - 2015
Xcel Energy 2012 - 2013
Energy Resources 2009 - 2012
G&K Services 2007 - 2010
Xcel Energy 2002 - 2007
Clark Consulting 2001 - 2002
U.S. Bank 2000 - 2001
Dex Media 1984 - 2000
Skills
Strategic Planning, Marketing, Account Management, Marketing Strategy, Leadership, Project Management, New Business Development, Business Development, Integrated Marketing, Customer Experience, Content Marketing, Social Media Marketing, Digital Marketing, Internal & External..., Brand Equity, Reputation Management, Cross-functional Team..., Crisis Communications, Marketing Communications, Corporate Communications, Customer Experience..., Advertising, Content Strategy, Brand Development, Brand Management, Contract Negotiation, Digital Strategy, Online Reputation..., Reputation, Corporate Social..., Online Advertising, Interactive Advertising, Social Media, Mobile Communications, Content Management, Stakeholder Engagement, Stakeholder Analysis, Sales Process, Content Development, Renewable Energy, Energy Efficiency, Demand Response, Energy Conservation
Education
Humphrey School of Public Affairs 2010 — 2010
coursework associated with MPA
University of Minnesota - Carlson School of Management 1983 — 1984
Master of Business Administration (MBA), Marketing Management
University of St. Thomas 1978 — 1980
Bachelor of Arts (BA), Quantitative Methods
Gonzaga University 1976 — 1978
Ulteig July 2015 - Present
Wright-Hennepin, CEA May 2015 - June 2015
Xcel Energy 2013 - 2015
Xcel Energy 2012 - 2013
Energy Resources 2009 - 2012
G&K Services 2007 - 2010
Xcel Energy 2002 - 2007
Clark Consulting 2001 - 2002
U.S. Bank 2000 - 2001
Dex Media 1984 - 2000
Skills
Strategic Planning, Marketing, Account Management, Marketing Strategy, Leadership, Project Management, New Business Development, Business Development, Integrated Marketing, Customer Experience, Content Marketing, Social Media Marketing, Digital Marketing, Internal & External..., Brand Equity, Reputation Management, Cross-functional Team..., Crisis Communications, Marketing Communications, Corporate Communications, Customer Experience..., Advertising, Content Strategy, Brand Development, Brand Management, Contract Negotiation, Digital Strategy, Online Reputation..., Reputation, Corporate Social..., Online Advertising, Interactive Advertising, Social Media, Mobile Communications, Content Management, Stakeholder Engagement, Stakeholder Analysis, Sales Process, Content Development, Renewable Energy, Energy Efficiency, Demand Response, Energy Conservation
Education
Humphrey School of Public Affairs 2010 — 2010
coursework associated with MPA
University of Minnesota - Carlson School of Management 1983 — 1984
Master of Business Administration (MBA), Marketing Management
University of St. Thomas 1978 — 1980
Bachelor of Arts (BA), Quantitative Methods
Gonzaga University 1976 — 1978
Thomas Houghtaling, CLU, REBC, RHU, CCP, GRP Thomas Houghtaling, CLU, REBC, RHU, CCP, GRP's Clark Consulting Experience 1989 - 1995
Job Senior Manager Benefits at Altria
Industry Human Resources
Experience
Altria April 2012 - Present
Altria August 2010 - April 2012
Altria August 2008 - August 2010
Aon Consulting 2006 - August 2008
Aon Consulting 1995 - 2006
Clark Consulting 1989 - 1995
Skills
Cross-functional Team..., Management, Employee Benefits, Leadership, Sales, Strategic Planning, Marketing, Executive Management, Benefits Administration, Vendor Management, CRM
Education
Central Michigan University 1984 — 1988
BS in BA, Finance and Economics
Altria April 2012 - Present
Altria August 2010 - April 2012
Altria August 2008 - August 2010
Aon Consulting 2006 - August 2008
Aon Consulting 1995 - 2006
Clark Consulting 1989 - 1995
Skills
Cross-functional Team..., Management, Employee Benefits, Leadership, Sales, Strategic Planning, Marketing, Executive Management, Benefits Administration, Vendor Management, CRM
Education
Central Michigan University 1984 — 1988
BS in BA, Finance and Economics
Jeff McCarthy Jeff McCarthy's Clark Consulting Experience 2000 - 2004
Job Executive Vice President at American Financial Systems, Inc.
Industry Financial Services
Experience
American Financial Systems, Inc. April 2004 - Present
Watson Wyatt 2003 - 2004
Clark Consulting 2000 - 2004
Lyons Compensation and Benefits 1999 - 2000
Hemisphere Group 1995 - 1999
Skills
Employee Benefits, Investments, Life Insurance, Deferred Compensation, Retirement Planning, Executive Pay, Program Management, Defined Benefit, Executive Management, Compensation & Benefit, Wealth Management, Strategic Planning, Marketing, Pensions, 401k
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1989
MBA, Finance
Colgate University 1977 — 1981
BA, Economics
American Financial Systems, Inc. April 2004 - Present
Watson Wyatt 2003 - 2004
Clark Consulting 2000 - 2004
Lyons Compensation and Benefits 1999 - 2000
Hemisphere Group 1995 - 1999
Skills
Employee Benefits, Investments, Life Insurance, Deferred Compensation, Retirement Planning, Executive Pay, Program Management, Defined Benefit, Executive Management, Compensation & Benefit, Wealth Management, Strategic Planning, Marketing, Pensions, 401k
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1989
MBA, Finance
Colgate University 1977 — 1981
BA, Economics
Chris Umstead, MBA Chris Umstead, MBA's Clark Consulting Experience May 2013 - Present
Job Account Manager at Clark Consulting
Industry Financial Services
Experience
Clark Consulting May 2013 - Present
Clark Consulting January 2011 - May 2013
Winston Salem Symphony August 2010 - January 2011
Whole Foods Market November 2007 - January 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, Non-profits, Teaching, Financial Analysis, Insurance, Forecasting, Accounting, Financial Modeling, Financial Reporting, Budgets, Accounts Receivable, PeopleSoft, Access, PowerPoint, Employee Benefits, Strategic Financial..., Outlook, Microsoft Word, Leadership Development, Accounts Payable, Analysis, Leadership, Strategic Planning, Economics, Program Management, Process Improvement, Account Reconciliation, Marketing, Training, Public Speaking, Management Consulting, Team Building, Research, Management, Coaching
Education
Gardner-Webb University 2010 — 2011
Master of Business Administration (MBA), Finance and Financial Management Services
Gardner-Webb University 2008 — 2010
Bachelor of Science, Business
Clark Consulting May 2013 - Present
Clark Consulting January 2011 - May 2013
Winston Salem Symphony August 2010 - January 2011
Whole Foods Market November 2007 - January 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, Non-profits, Teaching, Financial Analysis, Insurance, Forecasting, Accounting, Financial Modeling, Financial Reporting, Budgets, Accounts Receivable, PeopleSoft, Access, PowerPoint, Employee Benefits, Strategic Financial..., Outlook, Microsoft Word, Leadership Development, Accounts Payable, Analysis, Leadership, Strategic Planning, Economics, Program Management, Process Improvement, Account Reconciliation, Marketing, Training, Public Speaking, Management Consulting, Team Building, Research, Management, Coaching
Education
Gardner-Webb University 2010 — 2011
Master of Business Administration (MBA), Finance and Financial Management Services
Gardner-Webb University 2008 — 2010
Bachelor of Science, Business
Brian Katz Brian Katz's Clark Consulting Experience October 2008 - June 2011
Job Head of Private Banking Products & Sales Strategy for Wealth Management Group at Bank of the West, a BNP Paribas Company
Industry Banking
Experience
Bank of the West a BNP Paribas Company December 2011 - Present
Clark Consulting October 2008 - June 2011
UBS December 2005 - September 2008
MetLife Investors May 2001 - December 2005
Other April 1993 - May 2001
Skills
Wealth Management, Product Management, Change Management, Segmentation, P&L Management, Retirement Products, Private Banking, Mortgages, Client Experience, Client Engagement, Mass Affluent, Affluent, HNW, Product Marketing, Strategic Planning, Integrated Marketing, Business Development, Customer Experience, Customer Engagement, Mortgage Lending, B2B, Retirement, Credit, Financial Modeling, Marketing, Management, Business Strategy, Lead Generation, Financial Services, Banking, Executive Management, Marketing Strategy, Program Management, Marketing Management, Brand Management, Relationship Management, Team Building, Product Development, Insurance, Portfolio Management, Mergers & Acquisitions
Education
Emerson College 1996 — 2000
MFA
University of Southern California - Marshall School of Business 1991 — 1993
BS
Bank of the West a BNP Paribas Company December 2011 - Present
Clark Consulting October 2008 - June 2011
UBS December 2005 - September 2008
MetLife Investors May 2001 - December 2005
Other April 1993 - May 2001
Skills
Wealth Management, Product Management, Change Management, Segmentation, P&L Management, Retirement Products, Private Banking, Mortgages, Client Experience, Client Engagement, Mass Affluent, Affluent, HNW, Product Marketing, Strategic Planning, Integrated Marketing, Business Development, Customer Experience, Customer Engagement, Mortgage Lending, B2B, Retirement, Credit, Financial Modeling, Marketing, Management, Business Strategy, Lead Generation, Financial Services, Banking, Executive Management, Marketing Strategy, Program Management, Marketing Management, Brand Management, Relationship Management, Team Building, Product Development, Insurance, Portfolio Management, Mergers & Acquisitions
Education
Emerson College 1996 — 2000
MFA
University of Southern California - Marshall School of Business 1991 — 1993
BS
Jibran Ilyas's Clark Consulting Experience July 2004 - February 2006
Job Assistant Director at Stroz Friedberg
Industry Computer & Network Security
Experience
Stroz Friedberg August 2014 - Present
Halock Security Labs June 2013 - August 2014
Pakistan Tehreek-e-Insaf March 2013 - June 2013
Trustwave July 2007 - March 2013
AmbironTrustWave February 2006 - June 2007
Clark Consulting July 2004 - February 2006
HomeTech Computer Solutions July 2003 - February 2006
Morgan Stanley April 2003 - July 2004
Skills
Incident Response, PCI DSS, Firewalls, FTK, PA-DSS, Penetration Testing, Network Security, Intrusion Detection, EnCase, Computer Forensics, Information Security..., Information Security, Security Awareness, Security, Security Audits, Vulnerability Assessment, Computer Security, Digital Forensics, Incident Management, Contract Negotiation, Network Forensics, DLP, Web Application Security, Data Security, IPS, IDS, Vulnerability Scanning, Malware Analysis, Security Research, Vulnerability Management, Security Architecture..., Snort, Security Policy, SIEM, Information Assurance, ISO 27001, Social Engineering, VPN
Education
Northwestern University 2007 — 2009
MSIT, Business / IT
DePaul University 2001 — 2005
Bachelors, Network Security
Stroz Friedberg August 2014 - Present
Halock Security Labs June 2013 - August 2014
Pakistan Tehreek-e-Insaf March 2013 - June 2013
Trustwave July 2007 - March 2013
AmbironTrustWave February 2006 - June 2007
Clark Consulting July 2004 - February 2006
HomeTech Computer Solutions July 2003 - February 2006
Morgan Stanley April 2003 - July 2004
Skills
Incident Response, PCI DSS, Firewalls, FTK, PA-DSS, Penetration Testing, Network Security, Intrusion Detection, EnCase, Computer Forensics, Information Security..., Information Security, Security Awareness, Security, Security Audits, Vulnerability Assessment, Computer Security, Digital Forensics, Incident Management, Contract Negotiation, Network Forensics, DLP, Web Application Security, Data Security, IPS, IDS, Vulnerability Scanning, Malware Analysis, Security Research, Vulnerability Management, Security Architecture..., Snort, Security Policy, SIEM, Information Assurance, ISO 27001, Social Engineering, VPN
Education
Northwestern University 2007 — 2009
MSIT, Business / IT
DePaul University 2001 — 2005
Bachelors, Network Security
Johnathon Clark Johnathon Clark's Clark Consulting Experience April 2012 - Present
Job President Clark Consulting, and A Team Advertising
Industry Marketing and Advertising
Experience
Clark Consulting April 2012 - Present
Communicating Results Group, LLC/ J. Mark Advertising August 2008 - March 2012
Chumney and Associates April 2007 - August 2008
Skills
Advertising, SEM, Television, Business Development, Sales, Direct Mail, Radio, Online Advertising, Marketing Strategy, Digital Marketing, Social Media Marketing, Social Media, New Business Development, Sales Management, Customer Service, Online Marketing, Strategic Planning, Marketing, Media Planning, Account Management, Team Building, Marketing Communications, Public Relations, Email Marketing, Lead Generation, Brand Development, Direct Marketing, Advertising Sales, Social Networking, PPC
Education
College of Charleston 1994 — 1998
Bachelors of Science, Business Administration
Texas Christian University AF ROTC 1991 — 1992
Air Force ROTC, Air Science and Operations
Clark Consulting April 2012 - Present
Communicating Results Group, LLC/ J. Mark Advertising August 2008 - March 2012
Chumney and Associates April 2007 - August 2008
Skills
Advertising, SEM, Television, Business Development, Sales, Direct Mail, Radio, Online Advertising, Marketing Strategy, Digital Marketing, Social Media Marketing, Social Media, New Business Development, Sales Management, Customer Service, Online Marketing, Strategic Planning, Marketing, Media Planning, Account Management, Team Building, Marketing Communications, Public Relations, Email Marketing, Lead Generation, Brand Development, Direct Marketing, Advertising Sales, Social Networking, PPC
Education
College of Charleston 1994 — 1998
Bachelors of Science, Business Administration
Texas Christian University AF ROTC 1991 — 1992
Air Force ROTC, Air Science and Operations
Beverly Clapp Beverly Clapp's Clark Consulting Experience May 1998 - January 2008
Job Business Analyst and Executive Assistant at JPMorgan Chase
Industry Human Resources
Experience
JPMorgan Chase January 2010 - Present
Springbrook Townhome Association, Inc June 2005 - Present
The Marketing Store November 2009 - January 2010
Unemployed March 2009 - January 2010
Heidrick & Struggles January 2008 - February 2009
Clark Consulting May 1998 - January 2008
Geoffrey Tobacco November 1996 - May 1998
Shorr Paper Products, Inc June 1995 - November 1996
Thomas J Lipton Inc January 1981 - May 1995
Skills
Employee Benefits, Deferred Compensation, Payroll, Employee Relations, Human Resources, Leadership, Vendor Management, Benefits Administration, Office Management, Management, Strategy, HRIS, CRM, Recruiting, Customer Service, Time Management, Accounting, Sales, Process Improvement
Education
Greenville College 1967 — 1970
no, Elementary Ed / Music
College of DuPage
no, Accounting / Business
JPMorgan Chase January 2010 - Present
Springbrook Townhome Association, Inc June 2005 - Present
The Marketing Store November 2009 - January 2010
Unemployed March 2009 - January 2010
Heidrick & Struggles January 2008 - February 2009
Clark Consulting May 1998 - January 2008
Geoffrey Tobacco November 1996 - May 1998
Shorr Paper Products, Inc June 1995 - November 1996
Thomas J Lipton Inc January 1981 - May 1995
Skills
Employee Benefits, Deferred Compensation, Payroll, Employee Relations, Human Resources, Leadership, Vendor Management, Benefits Administration, Office Management, Management, Strategy, HRIS, CRM, Recruiting, Customer Service, Time Management, Accounting, Sales, Process Improvement
Education
Greenville College 1967 — 1970
no, Elementary Ed / Music
College of DuPage
no, Accounting / Business
Liz Fenton Liz Fenton's Clark Consulting Experience July 2007 - March 2011
Job Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group July 2013 - Present
The Newport Group March 2011 - July 2013
Clark Consulting July 2007 - March 2011
Clark Consulting July 2006 - July 2007
Clark Consulting July 2005 - July 2006
North Carolina A&T State University 2002 - 2003
Greensboro Pathology Associates 1999 - 2002
Skills
Insurance, Customer Service, Microsoft Excel, Financial Analysis, Accounting, Life Insurance, ADP Payroll, Payroll, Microsoft Office, Microsoft Word, PowerPoint, BOLI, Series 6, Series 63, CPA, Retirement, 401k, Mutual Funds
Education
University of North Carolina at Greensboro 1998 — 2000
Master's degree, Accounting
Furman University 1986 — 1990
Bachelor's degree, Music Teacher Education
The Newport Group July 2013 - Present
The Newport Group March 2011 - July 2013
Clark Consulting July 2007 - March 2011
Clark Consulting July 2006 - July 2007
Clark Consulting July 2005 - July 2006
North Carolina A&T State University 2002 - 2003
Greensboro Pathology Associates 1999 - 2002
Skills
Insurance, Customer Service, Microsoft Excel, Financial Analysis, Accounting, Life Insurance, ADP Payroll, Payroll, Microsoft Office, Microsoft Word, PowerPoint, BOLI, Series 6, Series 63, CPA, Retirement, 401k, Mutual Funds
Education
University of North Carolina at Greensboro 1998 — 2000
Master's degree, Accounting
Furman University 1986 — 1990
Bachelor's degree, Music Teacher Education
Deanna Chapman Deanna Chapman's Clark Consulting Experience September 2005 - July 2007
Job Academic Advisor
Industry Higher Education
Experience
Capella University October 2013 - Present
Capella University July 2013 - October 2013
Capella University April 2010 - July 2013
Ostbye July 2007 - April 2010
Clark Consulting September 2005 - July 2007
Skills
Leadership Development, Customer Service
Education
Capella University 2010 — 2012
Master of Business Administration (M.B.A.)
University of Minnesota-Twin Cities 2003 — 2005
Bachelor's degree, Sociology - Law, Crime and Deviance
Capella University October 2013 - Present
Capella University July 2013 - October 2013
Capella University April 2010 - July 2013
Ostbye July 2007 - April 2010
Clark Consulting September 2005 - July 2007
Skills
Leadership Development, Customer Service
Education
Capella University 2010 — 2012
Master of Business Administration (M.B.A.)
University of Minnesota-Twin Cities 2003 — 2005
Bachelor's degree, Sociology - Law, Crime and Deviance
Kim Engstrom Kim Engstrom's Clark Consulting Experience September 2007 - May 2009
Job Employee Benefits Specialist
Industry Human Resources
Experience
Mercer June 2014 - Present
Aon Hewitt June 2011 - August 2013
CONEXIS May 2010 - May 2011
Clark Consulting September 2007 - May 2009
Clark Consulting May 2006 - September 2007
Clark Consulting July 2002 - May 2006
Clark Consulting July 1998 - June 2002
Analyst 1997 - 1998
Employers Group 1995 - 1996
Skills
Strategy, Employee Benefits, Deferred Compensation, Human Resources, Training, Financial Services, Employee Relations, Leadership, Software Documentation, Sarbanes-Oxley, Management, Analysis, CRM, Succession Planning, Recruiting, Customer Service, Benefits Administration, Defined Benefit, COBRA, Insurance, 401k, Vendor Management, Performance Management, Process Improvement, FMLA, Call Centers, Retirement, PeopleSoft, Onboarding, Talent Acquisition, HRIS, Talent Management, Team Building, Health Insurance, Change Management, Employee Training, Coaching, Leadership Development, Interviews, Relationship Management
Education
Azusa Pacific University 2002 — 2005
Liberal Studies
Mercer June 2014 - Present
Aon Hewitt June 2011 - August 2013
CONEXIS May 2010 - May 2011
Clark Consulting September 2007 - May 2009
Clark Consulting May 2006 - September 2007
Clark Consulting July 2002 - May 2006
Clark Consulting July 1998 - June 2002
Analyst 1997 - 1998
Employers Group 1995 - 1996
Skills
Strategy, Employee Benefits, Deferred Compensation, Human Resources, Training, Financial Services, Employee Relations, Leadership, Software Documentation, Sarbanes-Oxley, Management, Analysis, CRM, Succession Planning, Recruiting, Customer Service, Benefits Administration, Defined Benefit, COBRA, Insurance, 401k, Vendor Management, Performance Management, Process Improvement, FMLA, Call Centers, Retirement, PeopleSoft, Onboarding, Talent Acquisition, HRIS, Talent Management, Team Building, Health Insurance, Change Management, Employee Training, Coaching, Leadership Development, Interviews, Relationship Management
Education
Azusa Pacific University 2002 — 2005
Liberal Studies
Chris Rush's Clark Consulting Experience June 2003 - April 2011
Job Sr. Database Administrator at AT&T
Industry Telecommunications
Experience
AT&T June 2013 - Present
Microsoft April 2013 - June 2013
Fiserv February 2012 - March 2013
Bank of America April 2011 - January 2012
Clark Consulting June 2003 - April 2011
Skills
Databases, Microsoft SQL Server, T-SQL, Disaster Recovery, SQL, Database Administration, Database Design, SSIS, Performance Tuning, Windows, Data Marts, Oracle, Replication, IT Management, SDLC, Stored Procedures, Data Migration, Cluster, Software Development, SSRS, SQL Tuning, Troubleshooting, High Availability, Systems Analysis, RDBMS, ETL, IIS, Data Modeling, Servers, Analysis Services, Optimizations, Visio, Data Architecture, Business Intelligence, Enterprise Architecture, Requirements Gathering, DTS, Data Warehousing, Relational Databases, PL/SQL, Data Warehouse..., Data Integration, Architectures, Log Shipping, Database Admin, Crystal Reports, IT Strategy, OLAP, VB.NET, Architecture
Education
Buena Vista University 1986 — 1990
BS, MIS
AT&T June 2013 - Present
Microsoft April 2013 - June 2013
Fiserv February 2012 - March 2013
Bank of America April 2011 - January 2012
Clark Consulting June 2003 - April 2011
Skills
Databases, Microsoft SQL Server, T-SQL, Disaster Recovery, SQL, Database Administration, Database Design, SSIS, Performance Tuning, Windows, Data Marts, Oracle, Replication, IT Management, SDLC, Stored Procedures, Data Migration, Cluster, Software Development, SSRS, SQL Tuning, Troubleshooting, High Availability, Systems Analysis, RDBMS, ETL, IIS, Data Modeling, Servers, Analysis Services, Optimizations, Visio, Data Architecture, Business Intelligence, Enterprise Architecture, Requirements Gathering, DTS, Data Warehousing, Relational Databases, PL/SQL, Data Warehouse..., Data Integration, Architectures, Log Shipping, Database Admin, Crystal Reports, IT Strategy, OLAP, VB.NET, Architecture
Education
Buena Vista University 1986 — 1990
BS, MIS
Tuula Westlake, MBA, PMP Tuula Westlake, MBA, PMP's Clark Consulting Experience June 2010 - February 2011
Job Strategic Marketing Professional
Industry Marketing and Advertising
Experience
FedEx Services April 2011 - Present
Clark Consulting June 2010 - February 2011
Tribune Media Services February 2009 - June 2010
Tribune Media Services December 2007 - February 2009
Citi Financial July 2006 - December 2007
General Electric/ GE Consumer Finance June 2005 - June 2006
CitiCards/Citigroup February 2001 - January 2005
CitiCards/Citigroup January 2000 - February 2001
Skills
Marketing Strategy, Strategic Planning, Product Management, Demand Management, Launch Of New Products, Segmentation, Customer Relations, Direct Marketing, Competitive Analysis, Business Case..., Strategy, Cross-functional Team..., Product Launch, Product Development, Customer Service, Project Management, CRM, Leadership, Marketing Management, Email Marketing, Marketing, Management, Business Planning, Business Strategy, Market Analysis, Integrated Marketing, Market Planning, Multi-channel Marketing, Customer Insight, B2B Marketing, Go-to-market Strategy, Sales, Program Management, Selling, Product Marketing
Education
Baruch College, City University of New York (CUNY)
Master, Business Administration; Marketing Management
SUNY Old Westbury
Bachelor of Science, Finance
FedEx Services April 2011 - Present
Clark Consulting June 2010 - February 2011
Tribune Media Services February 2009 - June 2010
Tribune Media Services December 2007 - February 2009
Citi Financial July 2006 - December 2007
General Electric/ GE Consumer Finance June 2005 - June 2006
CitiCards/Citigroup February 2001 - January 2005
CitiCards/Citigroup January 2000 - February 2001
Skills
Marketing Strategy, Strategic Planning, Product Management, Demand Management, Launch Of New Products, Segmentation, Customer Relations, Direct Marketing, Competitive Analysis, Business Case..., Strategy, Cross-functional Team..., Product Launch, Product Development, Customer Service, Project Management, CRM, Leadership, Marketing Management, Email Marketing, Marketing, Management, Business Planning, Business Strategy, Market Analysis, Integrated Marketing, Market Planning, Multi-channel Marketing, Customer Insight, B2B Marketing, Go-to-market Strategy, Sales, Program Management, Selling, Product Marketing
Education
Baruch College, City University of New York (CUNY)
Master, Business Administration; Marketing Management
SUNY Old Westbury
Bachelor of Science, Finance
Nidhi Verma, SPHR Nidhi Verma, SPHR's Clark Consulting Experience 2002 - 2003
Job Director Talent Management at Crawford & Company
Industry Human Resources
Experience
Crawford & Company March 2014 - Present
Benchmark Brands December 2012 - March 2014
LexisNexis February 2010 - November 2012
Hewitt Associates 2004 - 2009
Clark Consulting 2002 - 2003
Arthur Andersen 1997 - 2002
General Electric 1995 - 1997
Skills
Project Management, Organizational..., Leadership Development, Change Management, Talent Management, Personnel Management, Human Resources, Program Management, Employee Engagement, Performance Management, Leadership, Coaching, Succession Planning, Training, Executive Coaching, Team Building, Management
Education
Columbia University in the City of New York
MA, Leadership and Adult Learning
Tata Institute of Social Sciences
MA, Personnel Management & Industrial Relations
Crawford & Company March 2014 - Present
Benchmark Brands December 2012 - March 2014
LexisNexis February 2010 - November 2012
Hewitt Associates 2004 - 2009
Clark Consulting 2002 - 2003
Arthur Andersen 1997 - 2002
General Electric 1995 - 1997
Skills
Project Management, Organizational..., Leadership Development, Change Management, Talent Management, Personnel Management, Human Resources, Program Management, Employee Engagement, Performance Management, Leadership, Coaching, Succession Planning, Training, Executive Coaching, Team Building, Management
Education
Columbia University in the City of New York
MA, Leadership and Adult Learning
Tata Institute of Social Sciences
MA, Personnel Management & Industrial Relations
Arsalan Azam Arsalan Azam's Clark Consulting Experience 2007 - 2007
Job Medical Student at Case Western Medical School
Industry Medical Practice
Experience
Case Western Medical School July 2009 - Present
Pascal Metrics 2011 - 2012
Poverty Action Lab July 2008 - December 2008
Minnesota Department of Health September 2007 - January 2008
Clark Consulting 2007 - 2007
UMN SPH 2006 - 2006
Education
Macalester College 2003 — 2007
Case Western Reserve University School of Medicine
Case Western Medical School July 2009 - Present
Pascal Metrics 2011 - 2012
Poverty Action Lab July 2008 - December 2008
Minnesota Department of Health September 2007 - January 2008
Clark Consulting 2007 - 2007
UMN SPH 2006 - 2006
Education
Macalester College 2003 — 2007
Case Western Reserve University School of Medicine
Garrett McDaniel's Clark Consulting Experience February 2010 - June 2011
Job Chief Marketing Officer at The Gottlieb Organization
Industry Financial Services
Experience
The Gottlieb Organization April 2014 - Present
Summit Alliance Executive Benefits, LLC May 2011 - July 2013
Clark Consulting February 2010 - June 2011
Newport Group 2005 - 2010
Benefits Group WorldWide April 2001 - April 2005
UBS Paine Webber August 1997 - February 2001
UBS Wealth Management 1998 - 2001
Kidder Peabody & Co. 1981 - 1994
Kidder Peabody & Co. 1981 - 1994
Kidder Peabody & Co. 1981 - 1994
Skills
Finance, Fixed Income, Series 6, Investments, Series 65, Sales, Equities, Mutual Funds, Asset Management, IRAs, Asset Allocation, Series 7, Executive Management, Investment Strategies, Management, 401k, Retirement, Hedge Funds, Portfolio Management, Wealth Management, Estate Planning, Fixed Annuities, Investment Advisory, Options, Retirement Planning, Insurance, Uniform Combined State..., Financial Modeling, Alternative Investments, FINRA, Pensions, Securities, Financial Services, Financial Analysis, Risk Management, Life Insurance, Executive Pay, Retirement Plan..., Process Improvement, Disability Insurance, Series 24, Business Analysis, Strategic Financial..., Deferred Compensation, Series 63, Business Planning, Employee Benefits, Due Diligence, Relationship Management, Defined Benefit
Education
Assumption College 1965 — 1969
Bachelor of Arts (B.A.), Economics
The Gottlieb Organization April 2014 - Present
Summit Alliance Executive Benefits, LLC May 2011 - July 2013
Clark Consulting February 2010 - June 2011
Newport Group 2005 - 2010
Benefits Group WorldWide April 2001 - April 2005
UBS Paine Webber August 1997 - February 2001
UBS Wealth Management 1998 - 2001
Kidder Peabody & Co. 1981 - 1994
Kidder Peabody & Co. 1981 - 1994
Kidder Peabody & Co. 1981 - 1994
Skills
Finance, Fixed Income, Series 6, Investments, Series 65, Sales, Equities, Mutual Funds, Asset Management, IRAs, Asset Allocation, Series 7, Executive Management, Investment Strategies, Management, 401k, Retirement, Hedge Funds, Portfolio Management, Wealth Management, Estate Planning, Fixed Annuities, Investment Advisory, Options, Retirement Planning, Insurance, Uniform Combined State..., Financial Modeling, Alternative Investments, FINRA, Pensions, Securities, Financial Services, Financial Analysis, Risk Management, Life Insurance, Executive Pay, Retirement Plan..., Process Improvement, Disability Insurance, Series 24, Business Analysis, Strategic Financial..., Deferred Compensation, Series 63, Business Planning, Employee Benefits, Due Diligence, Relationship Management, Defined Benefit
Education
Assumption College 1965 — 1969
Bachelor of Arts (B.A.), Economics
Kristine Oliver Kristine Oliver's Clark Consulting Experience 2003 - 2007
Job Managing Director / Compensation Consultant at Pearl Meyer & Partners
Industry Human Resources
Experience
Pearl Meyer & Partners April 2014 - Present
Pearl Meyer & Partners 2007 - March 2014
Clark Consulting 2003 - 2007
Pearson Education 2000 - 2002
Schering Plough 1999 - 2000
Newcourt Credit Group, Inc. (formerly AT&T Capital) 1998 - 1999
Forest Laboratories 1997 - 1998
Financial World Magazine 1995 - 1997
Skills
Executive Compensation..., Deferred Compensation, Compensation & Benefit, Management Consulting, Talent Management, Employee Benefits, Organizational Design, HR Consulting, Personnel Management, Job Evaluation, Benchmarking
Education
Rutgers University-New Brunswick 1998 — 2000
Masters, Human Resources Management
Denison University 1991 — 1995
BA, Biology
Pearl Meyer & Partners April 2014 - Present
Pearl Meyer & Partners 2007 - March 2014
Clark Consulting 2003 - 2007
Pearson Education 2000 - 2002
Schering Plough 1999 - 2000
Newcourt Credit Group, Inc. (formerly AT&T Capital) 1998 - 1999
Forest Laboratories 1997 - 1998
Financial World Magazine 1995 - 1997
Skills
Executive Compensation..., Deferred Compensation, Compensation & Benefit, Management Consulting, Talent Management, Employee Benefits, Organizational Design, HR Consulting, Personnel Management, Job Evaluation, Benchmarking
Education
Rutgers University-New Brunswick 1998 — 2000
Masters, Human Resources Management
Denison University 1991 — 1995
BA, Biology
Lon Haines Lon Haines's Clark Consulting Experience 2007 - 2010
Job Vice President at Alvarez & Marsal
Industry Insurance
Experience
Alvarez & Marsal Executive Benefits Consulting 2013 - Present
Haines and Haines 2006 - 2013
Clark Consulting 2007 - 2010
Clark Consulting 2007 - 2010
Clark Consulting 2007 - 2010
CBIZ 2002 - 2004
CBIZ 2002 - 2004
Skills
Mergers & Acquisitions, Underwriting, Employee Benefits, Life Insurance, Sales, Budgets, Strategic Planning, Fixed Annuities, Investments, Strategic Financial..., Research, Public Speaking, Account Management, Process Improvement, Team Leadership, Retirement, Finance, Operations Management, Marketing, 401k, Insurance, Legal Writing, Banking, Leadership Development, Team Building, Customer Service, Estate Planning, Coaching, Financial Services, Real Estate, Legal Research, Fundraising, Microsoft Excel, Retirement Planning, Risk Management, Sales Process, Asset Management, Business Development, Financial Analysis, Project Management, Equities, Securities, Editing, Management, Sales Management, Microsoft Office, Sales Operations, Series 63, Series 6, Disability Insurance
Education
The Dickinson School of Law 1971 — 1974
Juris Doctorate
Dickinson College 1967 — 1971
Bachelor of Arts (B.A.), History
Dickinson College 1966 — 1971
BA, History
Temple University - James E. Beasley School of Law
Master of Laws (LLM), Taxation
Alvarez & Marsal Executive Benefits Consulting 2013 - Present
Haines and Haines 2006 - 2013
Clark Consulting 2007 - 2010
Clark Consulting 2007 - 2010
Clark Consulting 2007 - 2010
CBIZ 2002 - 2004
CBIZ 2002 - 2004
Skills
Mergers & Acquisitions, Underwriting, Employee Benefits, Life Insurance, Sales, Budgets, Strategic Planning, Fixed Annuities, Investments, Strategic Financial..., Research, Public Speaking, Account Management, Process Improvement, Team Leadership, Retirement, Finance, Operations Management, Marketing, 401k, Insurance, Legal Writing, Banking, Leadership Development, Team Building, Customer Service, Estate Planning, Coaching, Financial Services, Real Estate, Legal Research, Fundraising, Microsoft Excel, Retirement Planning, Risk Management, Sales Process, Asset Management, Business Development, Financial Analysis, Project Management, Equities, Securities, Editing, Management, Sales Management, Microsoft Office, Sales Operations, Series 63, Series 6, Disability Insurance
Education
The Dickinson School of Law 1971 — 1974
Juris Doctorate
Dickinson College 1967 — 1971
Bachelor of Arts (B.A.), History
Dickinson College 1966 — 1971
BA, History
Temple University - James E. Beasley School of Law
Master of Laws (LLM), Taxation
Justin Robertson, ChFC®'s Clark Consulting Experience August 2010 - April 2012
Job Client Relationship Manager at Clark Consulting
Industry Financial Services
Experience
Newport Group April 2012 - Present
Clark Consulting August 2010 - April 2012
Clark Consulting January 2008 - August 2010
Wachovia Bank February 2004 - December 2007
AXA Equitable 2002 - 2004
Skills
Series 7, Banking, Investments, Mutual Funds, Financial Analysis, Retirement Planning, Portfolio Management, Mortgage Lending, Strategic Financial..., Relationship Management, Retirement, Insurance, Life Insurance, Employee Benefits, Investment Advisory, Account Management, Financial Advisory, Investment Strategies, Alternative Investments, Microsoft Excel, Financial Reporting, Credit, Wealth Management, Risk Management, Financial Risk, Credit Risk, Asset Allocation, Financial Services, Series 63, Finance, Securities, Series 6, 401k, CRM, Capital Markets, Leadership, Credit Analysis, Sales, Bonds
Education
SNL Center for Financial Education 2015 — 2015
Bank Portfolio Management
SNL Center for Financial Education 2014 — 2014
Understanding Debt Capital Markets
SNL Center for Financial Education 2013 — 2013
Fundamentals of Bank Credit Analysis
The American College 2011 — 2013
Chartered Financial Consultant
Appalachian State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Newport Group April 2012 - Present
Clark Consulting August 2010 - April 2012
Clark Consulting January 2008 - August 2010
Wachovia Bank February 2004 - December 2007
AXA Equitable 2002 - 2004
Skills
Series 7, Banking, Investments, Mutual Funds, Financial Analysis, Retirement Planning, Portfolio Management, Mortgage Lending, Strategic Financial..., Relationship Management, Retirement, Insurance, Life Insurance, Employee Benefits, Investment Advisory, Account Management, Financial Advisory, Investment Strategies, Alternative Investments, Microsoft Excel, Financial Reporting, Credit, Wealth Management, Risk Management, Financial Risk, Credit Risk, Asset Allocation, Financial Services, Series 63, Finance, Securities, Series 6, 401k, CRM, Capital Markets, Leadership, Credit Analysis, Sales, Bonds
Education
SNL Center for Financial Education 2015 — 2015
Bank Portfolio Management
SNL Center for Financial Education 2014 — 2014
Understanding Debt Capital Markets
SNL Center for Financial Education 2013 — 2013
Fundamentals of Bank Credit Analysis
The American College 2011 — 2013
Chartered Financial Consultant
Appalachian State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Connie Clark Connie Clark's Clark Consulting Experience January 2011 - Present
Job Senior Legal Specialist, Billingsley Company
Industry Legal Services
Experience
Billingsley Company March 2014 - Present
Lawyer Support Solutions, LLC October 2011 - Present
C Clark Consulting January 2011 - Present
Clark Consulting January 2011 - Present
Sequoia Real Estate March 2008 - January 2011
Sequoia Real Estate March 2008 - January 2011
Thompson & Knight LLP 2004 - 2008
Thompson Coe October 2003 - February 2005
Rohde & Thomason, P.C. March 1994 - October 2003
True Rohde & Sewell May 1993 - February 1994
Skills
Real Estate, Tax, Billing, Courts, Bankruptcy, Mergers, Corporate Law, Litigation Support, Litigation, Securities, Contract Negotiation, Writing, Commercial Litigation, Legal Research, Negotiation, Compliance, Estate Planning, Probate, Research, Document Management, Excel, Civil Litigation, Legal Services, Westlaw, Wills, PowerPoint, Legal Writing
Education
Tarrant County College 2008 — 2010
Associates, Business Management
Austin Community College 1990 — 1991
Business
Northlake College 1988 — 1989
Permian High School
Graduated
Billingsley Company March 2014 - Present
Lawyer Support Solutions, LLC October 2011 - Present
C Clark Consulting January 2011 - Present
Clark Consulting January 2011 - Present
Sequoia Real Estate March 2008 - January 2011
Sequoia Real Estate March 2008 - January 2011
Thompson & Knight LLP 2004 - 2008
Thompson Coe October 2003 - February 2005
Rohde & Thomason, P.C. March 1994 - October 2003
True Rohde & Sewell May 1993 - February 1994
Skills
Real Estate, Tax, Billing, Courts, Bankruptcy, Mergers, Corporate Law, Litigation Support, Litigation, Securities, Contract Negotiation, Writing, Commercial Litigation, Legal Research, Negotiation, Compliance, Estate Planning, Probate, Research, Document Management, Excel, Civil Litigation, Legal Services, Westlaw, Wills, PowerPoint, Legal Writing
Education
Tarrant County College 2008 — 2010
Associates, Business Management
Austin Community College 1990 — 1991
Business
Northlake College 1988 — 1989
Permian High School
Graduated
Henry Oehmann's Clark Consulting Experience June 2002 - July 2007
Job Experienced Executive Compensation Consultant
Industry Management Consulting
Experience
Grant Thornton, LLP January 2007 - Present
Clark Consulting June 2002 - July 2007
Arthur Andersen LLP January 1998 - January 2002
Buck Consultants January 1993 - January 1998
Electric utility and energy company January 1984 - January 1993
Progress Energy (Carolina Power & Light Company) January 1978 - January 1984
Skills
Stock-based compensation, Corporate Governance, Expert Witness, Human Resources, Executive Pay, Incentive Programs, Employee Benefits, HRIS, Deferred Compensation, Business Planning, Management, Stock Compensation, Personnel Management, Benchmarking, Compensation Structures, Leadership, Mergers, Program Management, Financial Services, Budgets, SEC filings, Accounting
Education
University of North Carolina at Chapel Hill 1986 — 1987
A.B., Economics
University of North Carolina at Chapel Hill 1986 — 1987
Kenan-Flagler Graduate School, Executive Institute
University of Georgia, College of Business Administration 1986 — 1986
1986, Terry Business School, Public Utility Management Institute
East Carolina University 1973 — 1975
Master of Science; Graduate School, Business Administration
University of North Carolina 1965 — 1969
B.A. Degree, Economics
Ft. Lauderdale High School
Grant Thornton, LLP January 2007 - Present
Clark Consulting June 2002 - July 2007
Arthur Andersen LLP January 1998 - January 2002
Buck Consultants January 1993 - January 1998
Electric utility and energy company January 1984 - January 1993
Progress Energy (Carolina Power & Light Company) January 1978 - January 1984
Skills
Stock-based compensation, Corporate Governance, Expert Witness, Human Resources, Executive Pay, Incentive Programs, Employee Benefits, HRIS, Deferred Compensation, Business Planning, Management, Stock Compensation, Personnel Management, Benchmarking, Compensation Structures, Leadership, Mergers, Program Management, Financial Services, Budgets, SEC filings, Accounting
Education
University of North Carolina at Chapel Hill 1986 — 1987
A.B., Economics
University of North Carolina at Chapel Hill 1986 — 1987
Kenan-Flagler Graduate School, Executive Institute
University of Georgia, College of Business Administration 1986 — 1986
1986, Terry Business School, Public Utility Management Institute
East Carolina University 1973 — 1975
Master of Science; Graduate School, Business Administration
University of North Carolina 1965 — 1969
B.A. Degree, Economics
Ft. Lauderdale High School
Dana Smith, CEBS's Clark Consulting Experience April 2003 - September 2004
Job Benefits Director at a national hospitality firm
Industry Hospitality
Experience
Pillar Hotels & Resorts June 2013 - Present
Sammons Corporation August 2006 - June 2013
Strasburger & Price, LLP April 2005 - August 2006
Clark Consulting April 2003 - September 2004
Serve an American Express Company March 1995 - May 2000
Skills
Benefits Administration, Employee Benefits, HRIS, Mergers & Acquisitions, Performance Management, Deferred Compensation, Human Resources
Education
Georgia State University 2001 — 2003
MBA, Business Administration
University of Minnesota-Twin Cities 1995 — 2000
BA, Industrial Pshychology and Organizational Develeopment
Pillar Hotels & Resorts June 2013 - Present
Sammons Corporation August 2006 - June 2013
Strasburger & Price, LLP April 2005 - August 2006
Clark Consulting April 2003 - September 2004
Serve an American Express Company March 1995 - May 2000
Skills
Benefits Administration, Employee Benefits, HRIS, Mergers & Acquisitions, Performance Management, Deferred Compensation, Human Resources
Education
Georgia State University 2001 — 2003
MBA, Business Administration
University of Minnesota-Twin Cities 1995 — 2000
BA, Industrial Pshychology and Organizational Develeopment
Monte Harrick Monte Harrick's Clark Consulting Experience 1999 - 2008
Job Managing Director at VerityPoint
Industry Financial Services
Experience
VerityPoint May 2008 - Present
Clark Consulting 1999 - 2008
Compensation Resource Group (CRG) 1993 - 1999
Skills
Executive Compensation, Retirement Income..., Corporate Benefits, Defined Benefit, 401k, Employee Benefits, Pensions, Series 63, Deferred Compensation, Life Insurance, Series 7, Insurance, Retirement Planning, Investments, Series 6, Retirement, Executive Pay, Disability Insurance, Financial Analysis, ERISA, Finance, Fixed Annuities
Education
Brigham Young University 1981 — 1986
BA, International Relations
VerityPoint May 2008 - Present
Clark Consulting 1999 - 2008
Compensation Resource Group (CRG) 1993 - 1999
Skills
Executive Compensation, Retirement Income..., Corporate Benefits, Defined Benefit, 401k, Employee Benefits, Pensions, Series 63, Deferred Compensation, Life Insurance, Series 7, Insurance, Retirement Planning, Investments, Series 6, Retirement, Executive Pay, Disability Insurance, Financial Analysis, ERISA, Finance, Fixed Annuities
Education
Brigham Young University 1981 — 1986
BA, International Relations
David R (Dave) Clark David R (Dave) Clark's Clark Consulting Experience January 2010 - December 2010
Job Team Lead Systems Planning & Management at Sabre
Industry Information Technology and Services
Experience
Sabre Holdings February 2012 - Present
Electronic Transaction Consultants November 2010 - February 2012
Clark Consulting January 2010 - December 2010
TechSkills May 2009 - May 2010
ESPRE Solutions, Inc. / VUELIVE May 2009 - November 2009
RF Monolithics, Inc August 1989 - December 2008
Amdahl Communications August 1983 - August 1989
Skills
Unix, Solaris, Red Hat Linux, Servers, Linux, VMware, Hardware, Shell Scripting, Active Directory, Data Center, Apache, Databases, DNS, Operating Systems, System Administration, Perl, HP-UX, SQL, VPN, HTML, VMware ESX, TCP/IP, Virtualization, SAN, Storage, NAS, MySQL, JavaScript, PHP, NetApp, ASA, Windows, Windows Server, SSH, Cisco IOS, HP, Unix Shell Scripting, Oracle SQL, NFS, PL/SQL, Fortran, SMTP, RAID, Samba, Oracle Application..., Brocade, RedHat, HP Data Protector, HP OO, ServiceNow
Education
TechSkills 2009 — 2010
Certifications, Linux, Oracle
Brigham Young University
Computer Science
Collin County Community College
Cisco Academy
Snow College
A.S., Drafting/Design Technology
Sabre Holdings February 2012 - Present
Electronic Transaction Consultants November 2010 - February 2012
Clark Consulting January 2010 - December 2010
TechSkills May 2009 - May 2010
ESPRE Solutions, Inc. / VUELIVE May 2009 - November 2009
RF Monolithics, Inc August 1989 - December 2008
Amdahl Communications August 1983 - August 1989
Skills
Unix, Solaris, Red Hat Linux, Servers, Linux, VMware, Hardware, Shell Scripting, Active Directory, Data Center, Apache, Databases, DNS, Operating Systems, System Administration, Perl, HP-UX, SQL, VPN, HTML, VMware ESX, TCP/IP, Virtualization, SAN, Storage, NAS, MySQL, JavaScript, PHP, NetApp, ASA, Windows, Windows Server, SSH, Cisco IOS, HP, Unix Shell Scripting, Oracle SQL, NFS, PL/SQL, Fortran, SMTP, RAID, Samba, Oracle Application..., Brocade, RedHat, HP Data Protector, HP OO, ServiceNow
Education
TechSkills 2009 — 2010
Certifications, Linux, Oracle
Brigham Young University
Computer Science
Collin County Community College
Cisco Academy
Snow College
A.S., Drafting/Design Technology
Mark Jahnke Mark Jahnke's Clark Consulting Experience October 1994 - February 2002
Job Business Modernization Specialist at Defense Logistics Agency
Industry Military
Experience
United States Air Force July 2009 - March 2012
Victory Selections October 2009 - January 2012
SPS March 2008 - July 2009
United States Air Force March 2006 - March 2008
United States Air Force September 2002 - March 2006
Clark Consulting October 1994 - February 2002
Barrington Hills Country Club June 1987 - October 1995
Aspen Ski and Patio October 1993 - April 1995
Education
Southern Illinois University, Carbondale 2008 — 2010
Workforce Education and Development
Community College of the Air Force 2002 — 2010
Associates, Logistics Management
Barrington High School 1988 — 1992
General education
United States Air Force July 2009 - March 2012
Victory Selections October 2009 - January 2012
SPS March 2008 - July 2009
United States Air Force March 2006 - March 2008
United States Air Force September 2002 - March 2006
Clark Consulting October 1994 - February 2002
Barrington Hills Country Club June 1987 - October 1995
Aspen Ski and Patio October 1993 - April 1995
Education
Southern Illinois University, Carbondale 2008 — 2010
Workforce Education and Development
Community College of the Air Force 2002 — 2010
Associates, Logistics Management
Barrington High School 1988 — 1992
General education
Becky Tomlin's Clark Consulting Experience March 1997 - Present
Job Senior Benefits Analyst at Clark Consulting
Industry Financial Services
Experience
Clark Consulting March 1997 - Present
Skills
Life Insurance, Benefits Administration, Financial Analysis, Microsoft Excel, Crystal Reports, Accounting
Education
Greensboro College
Bachelor of Science (B.S.), Business Administration
Clark Consulting March 1997 - Present
Skills
Life Insurance, Benefits Administration, Financial Analysis, Microsoft Excel, Crystal Reports, Accounting
Education
Greensboro College
Bachelor of Science (B.S.), Business Administration
Chuck Lanigan Chuck Lanigan's Clark Consulting Experience 2002 - 2009
Job Senior Vice President at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services 2015 - Present
Lindberg & Ripple 2010 - 2014
Clark Consulting 2002 - 2009
Mass Mutual 1994 - 1997
Connecticut Mutual 1989 - 1994
Skills
Disability Insurance, Long Term Care Insurance, Employee Benefits, Executive Benefits, Life Insurance, Product Development, Sales, Client Relations, Franchise Marketing, Retirement Planning, Public Speaking, Writing, Strategic Planning, Risk Management, Claims Management, Corporate Law
Education
American College
Chartered Life Underwriter
Syracuse University College of Law 1972 — 1975
JD, Law
Colgate University 1968 — 1972
AB, Political Science and History
Ohio National Financial Services 2015 - Present
Lindberg & Ripple 2010 - 2014
Clark Consulting 2002 - 2009
Mass Mutual 1994 - 1997
Connecticut Mutual 1989 - 1994
Skills
Disability Insurance, Long Term Care Insurance, Employee Benefits, Executive Benefits, Life Insurance, Product Development, Sales, Client Relations, Franchise Marketing, Retirement Planning, Public Speaking, Writing, Strategic Planning, Risk Management, Claims Management, Corporate Law
Education
American College
Chartered Life Underwriter
Syracuse University College of Law 1972 — 1975
JD, Law
Colgate University 1968 — 1972
AB, Political Science and History
Erin Hodson, RN, BSN, ACM Erin Hodson, RN, BSN, ACM's Clark Consulting Experience 2003 - 2005
Job Vice President and Administrator at Inova Health System
Industry Hospital & Health Care
Experience
Inova Children's Hospital March 2015 - Present
Inova Fairfax Hospital July 2013 - Present
Inova Loudoun Hospital July 2011 - July 2013
Virginia Hospital Center October 2009 - February 2011
Shepherd Center June 2006 - October 2009
Clark Consulting 2003 - 2005
Aon Hewitt 2002 - 2003
Arthur Andersen May 2001 - February 2002
Skills
Healthcare, Healthcare Management, Hospitals, Process Improvement, Clinical Research, Nursing, Data Analysis, EMR, Healthcare Information..., Strategic Planning, Case Managment, Change Management, Acute Care, Disease Management, Managed Care, HIPAA, Patient Safety
Education
Frostburg State University 2014 — 2016
Master’s Degree, Nursing Administration
Kennesaw State University 2005 — 2006
BSN, Nursing
Rhodes College 1997 — 2001
Bachelors in Business Administration, International Business
Inova Children's Hospital March 2015 - Present
Inova Fairfax Hospital July 2013 - Present
Inova Loudoun Hospital July 2011 - July 2013
Virginia Hospital Center October 2009 - February 2011
Shepherd Center June 2006 - October 2009
Clark Consulting 2003 - 2005
Aon Hewitt 2002 - 2003
Arthur Andersen May 2001 - February 2002
Skills
Healthcare, Healthcare Management, Hospitals, Process Improvement, Clinical Research, Nursing, Data Analysis, EMR, Healthcare Information..., Strategic Planning, Case Managment, Change Management, Acute Care, Disease Management, Managed Care, HIPAA, Patient Safety
Education
Frostburg State University 2014 — 2016
Master’s Degree, Nursing Administration
Kennesaw State University 2005 — 2006
BSN, Nursing
Rhodes College 1997 — 2001
Bachelors in Business Administration, International Business
Heidi Krocak Heidi Krocak's Clark Consulting Experience April 2005 - August 2007
Job Project Coordinator
Industry Financial Services
Experience
Target June 2013 - April 2015
Target Property Development October 2007 - June 2013
Clark Consulting April 2005 - August 2007
Cushman & Wakefield Northstar Partners October 2003 - March 2005
Skills
Customer Service, Retail, Process Improvement, Microsoft Excel, Event Planning, PowerPoint, Outlook, Data Entry, Team Leadership, Event Management, Team Building, Microsoft Word, Onboarding, Social Networking, Microsoft Office, Employee Relations, Leadership, Human Resources, Office Administration, Process Scheduler, Access, Merchandising, Social Media
Education
Augsburg College 1999 — 2003
Bachelor’s Degree, Business Administration and Management, Concentration in Marketing
Target June 2013 - April 2015
Target Property Development October 2007 - June 2013
Clark Consulting April 2005 - August 2007
Cushman & Wakefield Northstar Partners October 2003 - March 2005
Skills
Customer Service, Retail, Process Improvement, Microsoft Excel, Event Planning, PowerPoint, Outlook, Data Entry, Team Leadership, Event Management, Team Building, Microsoft Word, Onboarding, Social Networking, Microsoft Office, Employee Relations, Leadership, Human Resources, Office Administration, Process Scheduler, Access, Merchandising, Social Media
Education
Augsburg College 1999 — 2003
Bachelor’s Degree, Business Administration and Management, Concentration in Marketing
Deirdre C. Deirdre C.'s Clark Consulting Experience March 2002 - Present
Job Registered Lobbyist ★ Legal Consultant ★ Clinical Research Professional ★ Advocate♦️Independent Diplomat
Industry Government Relations
Experience
Clark Consulting March 2002 - Present
Clark Consulting March 1997 - Present
Clark Consulting March 2006 - Present
Clark Consulting December 2000 - Present
Skills
Government Relations, Health Advocacy, Trial Advocacy, Cross-functional Team..., Relationship Building, Relationship Management, Medical Devices, Medical Research, Project Management, Diversity Training, Cultural Diversity, Civil Rights, Pharmaceutical Industry, Public Speaking, Public Policy, Project Planning, Project Implementation, International Relations, Social Justice, Public Health, Stakeholder Management, Medical Audit, Crisis Intervention, Data Analysis, Mediation, Conflict Management, Health Education, Race Relations, Contract Negotiation, Presentations, Program Management, Operations Management, Regulatory Compliance, Youth Advocacy, Government Reform, Public Service Reform, Lobbying, Grassroots Lobbying, Training, Policy, Strategy, Mentoring, Fundraising, Event Planning, Strategic Planning, Community Outreach, Research, Government
Education
Sherman College of Chiropractic 1997 — 2000
Doctorate, Chiropractic, Health, Safety, Ergonomics in the Workplace
Excelsior College 1992 — 1997
Bachelor of Applied Science (B.A.Sc.), Biology, General
Clark Consulting March 2002 - Present
Clark Consulting March 1997 - Present
Clark Consulting March 2006 - Present
Clark Consulting December 2000 - Present
Skills
Government Relations, Health Advocacy, Trial Advocacy, Cross-functional Team..., Relationship Building, Relationship Management, Medical Devices, Medical Research, Project Management, Diversity Training, Cultural Diversity, Civil Rights, Pharmaceutical Industry, Public Speaking, Public Policy, Project Planning, Project Implementation, International Relations, Social Justice, Public Health, Stakeholder Management, Medical Audit, Crisis Intervention, Data Analysis, Mediation, Conflict Management, Health Education, Race Relations, Contract Negotiation, Presentations, Program Management, Operations Management, Regulatory Compliance, Youth Advocacy, Government Reform, Public Service Reform, Lobbying, Grassroots Lobbying, Training, Policy, Strategy, Mentoring, Fundraising, Event Planning, Strategic Planning, Community Outreach, Research, Government
Education
Sherman College of Chiropractic 1997 — 2000
Doctorate, Chiropractic, Health, Safety, Ergonomics in the Workplace
Excelsior College 1992 — 1997
Bachelor of Applied Science (B.A.Sc.), Biology, General
Lori Stine Lori Stine's Clark Consulting Experience May 1999 - September 2001
Job Office Manager and Personal Lines Insurance Director at DMS Insurance Group in North Dallas, Denton and Collin County
Industry Insurance
Experience
DMS Insurance Group LLC July 2014 - Present
Milestone Insurance & Investments June 2013 - July 2014
EagleRider Dallas June 2012 - June 2013
LifePoint Church Plano August 2009 - May 2013
Websites Done For You.com 2004 - 2011
Grace Community Church of Plano September 2001 - June 2004
Clark Consulting May 1999 - September 2001
Employer's Comp Associates, Inc. January 1994 - January 1999
Skills
Training, Leadership, Management, Team Building, Microsoft Office, Microsoft Excel, Project Planning, Data Entry, Microsoft Word, Employee Training, Public Speaking, Coaching, Time Management, Teaching, Recruiting, Budgets, Leadership Development, Nonprofits, Customer Service, AMS360, Strategic Planning
Education
Collin County Community College 1996 — 1999
AA, Psychology
Art Institute of Dallas 1987 — 1989
AA, Music/Video Business
The University of Texas at Dallas
Psychology major
DMS Insurance Group LLC July 2014 - Present
Milestone Insurance & Investments June 2013 - July 2014
EagleRider Dallas June 2012 - June 2013
LifePoint Church Plano August 2009 - May 2013
Websites Done For You.com 2004 - 2011
Grace Community Church of Plano September 2001 - June 2004
Clark Consulting May 1999 - September 2001
Employer's Comp Associates, Inc. January 1994 - January 1999
Skills
Training, Leadership, Management, Team Building, Microsoft Office, Microsoft Excel, Project Planning, Data Entry, Microsoft Word, Employee Training, Public Speaking, Coaching, Time Management, Teaching, Recruiting, Budgets, Leadership Development, Nonprofits, Customer Service, AMS360, Strategic Planning
Education
Collin County Community College 1996 — 1999
AA, Psychology
Art Institute of Dallas 1987 — 1989
AA, Music/Video Business
The University of Texas at Dallas
Psychology major
Pam McCellon's Clark Consulting Experience August 2008 - December 2011
Job Recruiting Coordinator at Bank of America (Contract)
Industry Banking
Experience
Bank of America - Staffing/Global Human Resources May 2015 - Present
AT&T Big Data May 2014 - April 2015
VCE, the Virtual Computing Environment Company March 2013 - January 2014
DAVA Oncology September 2012 - January 2013
Clark Consulting August 2008 - December 2011
Milliman May 2007 - August 2008
Weaver August 2006 - February 2007
Clark Consulting August 2000 - May 2006
Miller Jones Inc. January 2000 - August 2000
CASE DUNLAP 1989 - 1999
Skills
Outlook, Administrative..., Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Software Documentation, PowerPoint, Spreadsheets, Training, Customer Service, Insurance, Recruiting, Teamwork, Adobe Acrobat, Visio, Analysis, Documentation, Event Planning, Team Building, Accounts Payable, Data Entry, QuickBooks, New Hire Orientations, Concur, WebEx, Administrative..., Excel, Customer Relations, Problem Solving, HTML, Writing, Editing, Administrative Support, Creative Problem Solving, Financial Reporting, Troubleshooting, Marketing Communications, HR Software, HR Consulting, ADP New Hires, ADP Payroll, New Hire Paperwork, New Hire Processes, EVerify, Background Checks, Tangoe/Remedy, Fieldglass, Payroll, ADP Insurance
Education
University of North Texas
Austin College
Bank of America - Staffing/Global Human Resources May 2015 - Present
AT&T Big Data May 2014 - April 2015
VCE, the Virtual Computing Environment Company March 2013 - January 2014
DAVA Oncology September 2012 - January 2013
Clark Consulting August 2008 - December 2011
Milliman May 2007 - August 2008
Weaver August 2006 - February 2007
Clark Consulting August 2000 - May 2006
Miller Jones Inc. January 2000 - August 2000
CASE DUNLAP 1989 - 1999
Skills
Outlook, Administrative..., Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Software Documentation, PowerPoint, Spreadsheets, Training, Customer Service, Insurance, Recruiting, Teamwork, Adobe Acrobat, Visio, Analysis, Documentation, Event Planning, Team Building, Accounts Payable, Data Entry, QuickBooks, New Hire Orientations, Concur, WebEx, Administrative..., Excel, Customer Relations, Problem Solving, HTML, Writing, Editing, Administrative Support, Creative Problem Solving, Financial Reporting, Troubleshooting, Marketing Communications, HR Software, HR Consulting, ADP New Hires, ADP Payroll, New Hire Paperwork, New Hire Processes, EVerify, Background Checks, Tangoe/Remedy, Fieldglass, Payroll, ADP Insurance
Education
University of North Texas
Austin College
Christine Kaba-Muia, MBA's Clark Consulting Experience September 2008 - December 2011
Job Seeking Analyst Position
Industry Financial Services
Experience
Kihika Law Firm January 2012 - December 2014
Clark Consulting September 2008 - December 2011
Coca-Cola Enterprises 2006 - 2008
ACS - Texas Workforce Commission 2004 - 2006
EDS - Euro-Soft 2002 - 2004
Network Plus Inc. 2001 - 2002
HarvardNet 2000 - 2001
Skills
Microsoft Office, Microsoft Excel, Analysis, Financial Analysis, Data Analysis, Access, Account Management, Accounts Receivable, Training, Customer Service, Data Management, Management, Quality Assurance, Insurance, Project Management, Business Analysis, Team Leadership, Process Improvement, Budgets, Leadership, Strategic Planning, Team Building, Human Resources, Office Management, Accounts Payable &..., Accounts Payable, Sales, PowerPoint, Microsoft Word, Finance, Program Management, Databases, SAP, Outlook, Accounting, Research, Database Administration
Education
Amberton University 2010 — 2011
Master of Science, Human Relations and Business
Amberton University 2008 — 2009
Master of, Business Administration
The University of Texas at Dallas - School of Management 2004 — 2006
Bachelor of Science, Business Administration
Bunker Hill Community College 2000 — 2003
Associate of Arts, Mass Communication
Kihika Law Firm January 2012 - December 2014
Clark Consulting September 2008 - December 2011
Coca-Cola Enterprises 2006 - 2008
ACS - Texas Workforce Commission 2004 - 2006
EDS - Euro-Soft 2002 - 2004
Network Plus Inc. 2001 - 2002
HarvardNet 2000 - 2001
Skills
Microsoft Office, Microsoft Excel, Analysis, Financial Analysis, Data Analysis, Access, Account Management, Accounts Receivable, Training, Customer Service, Data Management, Management, Quality Assurance, Insurance, Project Management, Business Analysis, Team Leadership, Process Improvement, Budgets, Leadership, Strategic Planning, Team Building, Human Resources, Office Management, Accounts Payable &..., Accounts Payable, Sales, PowerPoint, Microsoft Word, Finance, Program Management, Databases, SAP, Outlook, Accounting, Research, Database Administration
Education
Amberton University 2010 — 2011
Master of Science, Human Relations and Business
Amberton University 2008 — 2009
Master of, Business Administration
The University of Texas at Dallas - School of Management 2004 — 2006
Bachelor of Science, Business Administration
Bunker Hill Community College 2000 — 2003
Associate of Arts, Mass Communication
Matt Davis's Clark Consulting Experience July 2010 - December 2010
Job Vice President
Industry Marketing and Advertising
Experience
retailcomm July 2011 - Present
IRIO Mobile Marketing 2011 - Present
818 Images 2011 - 2011
Clark Consulting July 2010 - December 2010
TwentyTen Mission September 2009 - October 2009
Capital One Bank August 2005 - October 2009
Capital One Bank January 2004 - August 2005
Wells Fargo 2002 - 2004
Baylor University 1999 - 2001
Skills
Marketing, Marketing Strategy, Strategic Planning, Integrated Marketing, Product Management, Management, Strategy
Education
Baylor University 1998 — 2001
BBA, Marketing
Pine Tree High
retailcomm July 2011 - Present
IRIO Mobile Marketing 2011 - Present
818 Images 2011 - 2011
Clark Consulting July 2010 - December 2010
TwentyTen Mission September 2009 - October 2009
Capital One Bank August 2005 - October 2009
Capital One Bank January 2004 - August 2005
Wells Fargo 2002 - 2004
Baylor University 1999 - 2001
Skills
Marketing, Marketing Strategy, Strategic Planning, Integrated Marketing, Product Management, Management, Strategy
Education
Baylor University 1998 — 2001
BBA, Marketing
Pine Tree High
Shelley Frederickson Shelley Frederickson's Clark Consulting Experience May 2007 - February 2009
Job Product Manager at Epiphany Partners Inc.
Industry Research
Experience
Epiphany Partners Inc. November 2009 - Present
Timberjay, Inc. 2011 - December 2012
White Iron Chain of Lakes Association (WICOLA) November 2009 - January 2010
Clark Consulting May 2007 - February 2009
Clark Consulting May 2003 - May 2007
Prudential Financial October 1998 - April 2003
ING 1982 - 1989
Skills
Project Management, Product Management, Operations Management, Writing, Client Relations Skills, HTML, Data Analysis, Training, Performance Management, Customer Service, Negotiation, Budgets, Insurance, Program Management, Leadership, Market Research, Analysis
Education
University of St. Thomas 1998 — 2002
Post Graduate Coursework in Marketing Communications and Project Management
Augsburg College 1980 — 1982
BA, Communications
Golden Valley Lutheran College 1978 — 1980
AA, Accounting and Business/Management
Rainy River Community College
Epiphany Partners Inc. November 2009 - Present
Timberjay, Inc. 2011 - December 2012
White Iron Chain of Lakes Association (WICOLA) November 2009 - January 2010
Clark Consulting May 2007 - February 2009
Clark Consulting May 2003 - May 2007
Prudential Financial October 1998 - April 2003
ING 1982 - 1989
Skills
Project Management, Product Management, Operations Management, Writing, Client Relations Skills, HTML, Data Analysis, Training, Performance Management, Customer Service, Negotiation, Budgets, Insurance, Program Management, Leadership, Market Research, Analysis
Education
University of St. Thomas 1998 — 2002
Post Graduate Coursework in Marketing Communications and Project Management
Augsburg College 1980 — 1982
BA, Communications
Golden Valley Lutheran College 1978 — 1980
AA, Accounting and Business/Management
Rainy River Community College
Matthew Hinson's Clark Consulting Experience October 2015 - October 2015
Job Senior Account Manager at Clark Consulting
Industry Financial Services
Experience
The Newport Group October 2015 - Present
Clark Consulting October 2015 - October 2015
Clark Consulting May 2012 - October 2015
Clark Consulting May 2011 - May 2012
LabCorp August 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Crystal Reports, QuickBooks, Microsoft Office, Finance, Analysis, Auditing, Portfolio Management, Access
Education
Elon University 2005 — 2010
Bachelor of Science (B.S.), Business Administration - Finance (Minor - Accounting, Economics)
Jordan Matthews High School 2001 — 2005
The Newport Group October 2015 - Present
Clark Consulting October 2015 - October 2015
Clark Consulting May 2012 - October 2015
Clark Consulting May 2011 - May 2012
LabCorp August 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Crystal Reports, QuickBooks, Microsoft Office, Finance, Analysis, Auditing, Portfolio Management, Access
Education
Elon University 2005 — 2010
Bachelor of Science (B.S.), Business Administration - Finance (Minor - Accounting, Economics)
Jordan Matthews High School 2001 — 2005
Angela Conn Angela Conn's Clark Consulting Experience September 2007 - July 2012
Job Product Line Manager at Andesa Services, Inc.
Industry Banking
Experience
Andesa Services, Inc. May 2015 - Present
Principal Financial Group September 2012 - May 2015
Clark Consulting September 2007 - July 2012
Clark Consulting April 2005 - September 2007
Clark Consulting April 2002 - April 2005
Skills
Process Improvement, Strategic Planning, Hiring Personnel, Deferred Compensation, Life Insurance, Series 63, Series 6, Team Leadership, Peer Mentoring, Client Relations Skills, Focus Management, ACS Designation, ALMI Designation
Education
Keller School of Management 2008 — 2011
Master of Business Administration (MBA)
Bethel University 2007 — 2008
Masters of Business Administration
College of Saint Benedict 1997 — 2001
Bachelor's Degree, Management and Communication
Maple Lake High School
Andesa Services, Inc. May 2015 - Present
Principal Financial Group September 2012 - May 2015
Clark Consulting September 2007 - July 2012
Clark Consulting April 2005 - September 2007
Clark Consulting April 2002 - April 2005
Skills
Process Improvement, Strategic Planning, Hiring Personnel, Deferred Compensation, Life Insurance, Series 63, Series 6, Team Leadership, Peer Mentoring, Client Relations Skills, Focus Management, ACS Designation, ALMI Designation
Education
Keller School of Management 2008 — 2011
Master of Business Administration (MBA)
Bethel University 2007 — 2008
Masters of Business Administration
College of Saint Benedict 1997 — 2001
Bachelor's Degree, Management and Communication
Maple Lake High School
Julie Bartels's Clark Consulting Experience June 2003 - December 2004
Job Event & Meeting Professional | Project Manager
Industry Events Services
Experience
Carlson School of Management July 2014 - Present
Carlson School of Management October 2010 - July 2014
Barry Family Campus Corporation January 2007 - October 2010
ConAgra Foods December 2004 - January 2007
Clark Consulting June 2003 - December 2004
Clark Consulting July 2002 - June 2003
Skills
Leadership, Event Planning, Event Management, Training, Social Media, Customer Service, Project Management, Project Planning, Program Management, Microsoft Office, Logistics Management, Nonprofits, Software Documentation, Non-profits, Organization, Website Updating, Strategic Planning, Time Management, Budgets, Visio, Data Analysis, InDesign, Metrics Reporting, CRM databases, PowerPoint, Social Networking
Education
College of St. Benedict 1998 — 2002
BA, Management
Carlson School of Management July 2014 - Present
Carlson School of Management October 2010 - July 2014
Barry Family Campus Corporation January 2007 - October 2010
ConAgra Foods December 2004 - January 2007
Clark Consulting June 2003 - December 2004
Clark Consulting July 2002 - June 2003
Skills
Leadership, Event Planning, Event Management, Training, Social Media, Customer Service, Project Management, Project Planning, Program Management, Microsoft Office, Logistics Management, Nonprofits, Software Documentation, Non-profits, Organization, Website Updating, Strategic Planning, Time Management, Budgets, Visio, Data Analysis, InDesign, Metrics Reporting, CRM databases, PowerPoint, Social Networking
Education
College of St. Benedict 1998 — 2002
BA, Management
Les Brockhurst Les Brockhurst's Clark Consulting Experience April 1994 - March 2007
Job Consultant
Industry Executive Office
Experience
Brockhurst and Associates December 2010 - Present
SageView Advisory Group 2010 - 2015
United Way of Greater Los Angeles December 2010 - August 2014
Marsh & McLennan Agency October 2007 - November 2010
Clark Consulting April 1994 - March 2007
Arizona Public Service (APS) April 1988 - September 1991
McDonnell Douglas October 1979 - August 1988
Skills
Fundraising, Nonprofits, Non-profits, Cause Marketing, Philanthropy, Employee Benefits, Strategic Planning, Team Leadership, Leadership Development, Organizational..., Performance Management, Executive Management, Leadership, Public Speaking, Management
Education
Bishop's University 1963 — 1967
Bachelor of Science (BSc), Physics
McGill University - Macdonald Campus 1967 — 1968
Education - Class I Diploma, Mathematics and Science
Webster University 1980 — 1981
Master's degree, Business
Brockhurst and Associates December 2010 - Present
SageView Advisory Group 2010 - 2015
United Way of Greater Los Angeles December 2010 - August 2014
Marsh & McLennan Agency October 2007 - November 2010
Clark Consulting April 1994 - March 2007
Arizona Public Service (APS) April 1988 - September 1991
McDonnell Douglas October 1979 - August 1988
Skills
Fundraising, Nonprofits, Non-profits, Cause Marketing, Philanthropy, Employee Benefits, Strategic Planning, Team Leadership, Leadership Development, Organizational..., Performance Management, Executive Management, Leadership, Public Speaking, Management
Education
Bishop's University 1963 — 1967
Bachelor of Science (BSc), Physics
McGill University - Macdonald Campus 1967 — 1968
Education - Class I Diploma, Mathematics and Science
Webster University 1980 — 1981
Master's degree, Business
Jamie Boeder Jamie Boeder's Clark Consulting Experience December 1994 - August 2009
Job SharePoint Administration Professional
Industry Information Technology and Services
Experience
CA Technologies November 2013 - Present
Raising Cane's February 2013 - October 2013
United Healthcare Student Resources May 2010 - January 2013
Clark Consulting December 1994 - August 2009
Skills
SharePoint Designer, InfoPath Forms, SharePoint 2010, SharePoint 2007, Microsoft Office 2010, SharePoint 2010 -..., Fireworks 8, Business Analysis, Quality Assurance, Project Management, SharePoint, SDLC, Wine Tasting, Process Improvement, Access
Education
Galveston College 1986 — 1988
Associates, Business Management
CA Technologies November 2013 - Present
Raising Cane's February 2013 - October 2013
United Healthcare Student Resources May 2010 - January 2013
Clark Consulting December 1994 - August 2009
Skills
SharePoint Designer, InfoPath Forms, SharePoint 2010, SharePoint 2007, Microsoft Office 2010, SharePoint 2010 -..., Fireworks 8, Business Analysis, Quality Assurance, Project Management, SharePoint, SDLC, Wine Tasting, Process Improvement, Access
Education
Galveston College 1986 — 1988
Associates, Business Management
Ryan Rice Ryan Rice's Clark Consulting Experience January 2005 - August 2007
Job Senior .Net Consultant at Magenic
Industry Information Technology and Services
Experience
Magenic April 2013 - Present
McGladrey, Inc. November 2008 - April 2013
OSCon 2012; Portland 2012 - 2012
Twin Cities Solutions August 2007 - November 2008
Clark Consulting January 2005 - August 2007
Davisco Foods International June 1998 - January 2005
Skills
ASP.NET, C#, VB.NET, VB6, Virtualization, Active Directory, Exchange Server, jQuery, Classic ASP, IP Networking, Windows Networking, Server Administration, SQL Server, REST, WCF, Web Services, EC2, Android, iOS Development, Titanium, Java, JavaScript, Industrial Equipment, Software Design, Solution Architecture, Application Architecture, ERP/CRM, Databases, SOAP, HTML, CSS, Business Systems, Subversion, Github, Single Page App, SPA, Mac OS X, Amazon Web Services..., DevOps, JRuby, Neo4j, Enterprise Search, Emerging Technologies, Microsoft SQL Server, .NET, ASP.NET MVC, Cloud Computing, Microsoft Exchange, TFS, Visual Studio
Education
Bemidji State University 2008 — 2009
HTC 2003 — 2004
AAS, Software Development
Magenic April 2013 - Present
McGladrey, Inc. November 2008 - April 2013
OSCon 2012; Portland 2012 - 2012
Twin Cities Solutions August 2007 - November 2008
Clark Consulting January 2005 - August 2007
Davisco Foods International June 1998 - January 2005
Skills
ASP.NET, C#, VB.NET, VB6, Virtualization, Active Directory, Exchange Server, jQuery, Classic ASP, IP Networking, Windows Networking, Server Administration, SQL Server, REST, WCF, Web Services, EC2, Android, iOS Development, Titanium, Java, JavaScript, Industrial Equipment, Software Design, Solution Architecture, Application Architecture, ERP/CRM, Databases, SOAP, HTML, CSS, Business Systems, Subversion, Github, Single Page App, SPA, Mac OS X, Amazon Web Services..., DevOps, JRuby, Neo4j, Enterprise Search, Emerging Technologies, Microsoft SQL Server, .NET, ASP.NET MVC, Cloud Computing, Microsoft Exchange, TFS, Visual Studio
Education
Bemidji State University 2008 — 2009
HTC 2003 — 2004
AAS, Software Development
Sarah Segovia's Clark Consulting Experience March 2003 - July 2004
Job Challenging the Status Quo!
Industry Insurance
Experience
State Farm insurance January 2013 - Present
State Farm Insurance January 2007 - December 2012
State Farm Insurance August 2005 - December 2006
State Farm Insurance July 2004 - July 2005
Clark Consulting March 2003 - July 2004
LaSalle Bank (ABN AMRO) June 2001 - March 2003
Skills
Interview Coaching, New Business Development, Sales Process, Building Relationships, Recruitment/Retention, Pipeline Building, Entrepreneurship, Social Entrepreneurship, Small Business..., Sales Management, Wholesale Sales, Community Relations, Full-cycle Recruiting, Competitive Strategy, Competitive Advantage, Cold Calling, Community Building, Community Development, Community Outreach, Teamwork, Sales Driven, Focus On Results, Results Oriented, Proactivity, Sales Initiatives, Athletes, Sourcing, Lead Generation, Online Lead Generation, Small Business, Negotiation, Objection Handling, Property & Casualty..., Term Life Insurance, Insurance Planning, Financial Planning, Retail Banking, Private Banking, Mutual Funds, Roth IRA, Mortgage Lending, Health Insurance, General Liability, Social Networking, Business Networking, Technology Development, Technology Planning, iPhone, Passive Candidate..., Passive Candidate...
Education
Augustana College 1997 — 2001
Business Administration, Finance, Marketing
Southern Methodist University
Texas Department of Insurance
Life, Accident, Health & HMO and Property and Casualty Licences, License Number: 1261854; NPN: 7984360
State Farm insurance January 2013 - Present
State Farm Insurance January 2007 - December 2012
State Farm Insurance August 2005 - December 2006
State Farm Insurance July 2004 - July 2005
Clark Consulting March 2003 - July 2004
LaSalle Bank (ABN AMRO) June 2001 - March 2003
Skills
Interview Coaching, New Business Development, Sales Process, Building Relationships, Recruitment/Retention, Pipeline Building, Entrepreneurship, Social Entrepreneurship, Small Business..., Sales Management, Wholesale Sales, Community Relations, Full-cycle Recruiting, Competitive Strategy, Competitive Advantage, Cold Calling, Community Building, Community Development, Community Outreach, Teamwork, Sales Driven, Focus On Results, Results Oriented, Proactivity, Sales Initiatives, Athletes, Sourcing, Lead Generation, Online Lead Generation, Small Business, Negotiation, Objection Handling, Property & Casualty..., Term Life Insurance, Insurance Planning, Financial Planning, Retail Banking, Private Banking, Mutual Funds, Roth IRA, Mortgage Lending, Health Insurance, General Liability, Social Networking, Business Networking, Technology Development, Technology Planning, iPhone, Passive Candidate..., Passive Candidate...
Education
Augustana College 1997 — 2001
Business Administration, Finance, Marketing
Southern Methodist University
Texas Department of Insurance
Life, Accident, Health & HMO and Property and Casualty Licences, License Number: 1261854; NPN: 7984360
Joe Baur, ChFC Joe Baur, ChFC's Clark Consulting Experience September 2000 - June 2004
Job Assistant Vice President Executive Benefits at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt January 2013 - Present
Clark Consulting (a Transamerica Company) June 2004 - December 2012
Clark Consulting September 2000 - June 2004
Clark Consulting 1996 - 2000
SCHOENKE & ASSOCIATES January 1993 - January 1996
BANK OF AMERICA January 1992 - January 1993
Skills
Cross-functional Team..., Process Improvement, Operational Risk..., Strategic Planning, Customer Relations, Compliance, Insurance, Developing Client..., Change Management, Budget Oversight, Team Leadership, Sales Support, Executive Compensation, Retirement Plans, Employee Hiring, Executive Pay, Life Insurance, Relationship Management, Financial Services, Recruiting, Retirement Planning, Employee Benefits, Budgets, Strategy, Business Planning, Customer Service, Leadership, Sales Operations, Sales
Education
The American College 2006 — 2010
ChFC, Financial Services
Appalachian State University 1988 — 1992
Business Administration, Finance
Aon Hewitt January 2013 - Present
Clark Consulting (a Transamerica Company) June 2004 - December 2012
Clark Consulting September 2000 - June 2004
Clark Consulting 1996 - 2000
SCHOENKE & ASSOCIATES January 1993 - January 1996
BANK OF AMERICA January 1992 - January 1993
Skills
Cross-functional Team..., Process Improvement, Operational Risk..., Strategic Planning, Customer Relations, Compliance, Insurance, Developing Client..., Change Management, Budget Oversight, Team Leadership, Sales Support, Executive Compensation, Retirement Plans, Employee Hiring, Executive Pay, Life Insurance, Relationship Management, Financial Services, Recruiting, Retirement Planning, Employee Benefits, Budgets, Strategy, Business Planning, Customer Service, Leadership, Sales Operations, Sales
Education
The American College 2006 — 2010
ChFC, Financial Services
Appalachian State University 1988 — 1992
Business Administration, Finance
Nicole Rangel Nicole Rangel's Clark Consulting Experience June 2009 - February 2011
Job Client Relationship Manager
Industry Financial Services
Experience
Equias Alliance March 2011 - Present
Clark Consulting June 2009 - February 2011
Clark Consulting November 2001 - November 2008
Education
Greenville College 1997 — 2000
Bachelors, Marketing
Equias Alliance March 2011 - Present
Clark Consulting June 2009 - February 2011
Clark Consulting November 2001 - November 2008
Education
Greenville College 1997 — 2000
Bachelors, Marketing
Teresa Hebert, MBA Teresa Hebert, MBA's Clark Consulting Experience 2008 - 2011
Job Director, Access & Delivery Management at Cook Children's Health Plan
Industry Hospital & Health Care
Experience
Cook Children's Health Plan May 2014 - Present
Cook Children's Health Plan June 2013 - Present
Cook Children's Health Plan April 2012 - June 2013
Cook Children's Health Plan April 2011 - April 2012
Clark Consulting 2008 - 2011
Textron 2002 - 2006
Birch Telecom 2000 - 2002
Skills
Process Improvement, Vendor Management, Software Documentation, Project Management
Education
The University of Texas at Arlington - College of Business Administration 2012 — 2013
Executive MBA
Dallas Baptist University 2003 — 2008
Bachelor, Business Administration
Cook Children's Health Plan May 2014 - Present
Cook Children's Health Plan June 2013 - Present
Cook Children's Health Plan April 2012 - June 2013
Cook Children's Health Plan April 2011 - April 2012
Clark Consulting 2008 - 2011
Textron 2002 - 2006
Birch Telecom 2000 - 2002
Skills
Process Improvement, Vendor Management, Software Documentation, Project Management
Education
The University of Texas at Arlington - College of Business Administration 2012 — 2013
Executive MBA
Dallas Baptist University 2003 — 2008
Bachelor, Business Administration
Kari Petersen Kari Petersen's Clark Consulting Experience May 2002 - November 2008
Job Billing/AR
Industry Health, Wellness and Fitness
Experience
On-Site Care 2013 - Present
iQor November 2010 - June 2013
State Farm Insurance November 2008 - October 2010
Clark Consulting May 2002 - November 2008
US Bank September 1997 - July 2001
Skills
Insurance, Outlook, Microsoft Excel, Microsoft Word, Access, Software Documentation, Budgets, Financial Analysis, Microsoft Office, Process Improvement, Customer Service, Finance, Accounting, Analysis, Management, Employee Benefits
Education
College of St. Benedict 1993 — 1997
BA, History
On-Site Care 2013 - Present
iQor November 2010 - June 2013
State Farm Insurance November 2008 - October 2010
Clark Consulting May 2002 - November 2008
US Bank September 1997 - July 2001
Skills
Insurance, Outlook, Microsoft Excel, Microsoft Word, Access, Software Documentation, Budgets, Financial Analysis, Microsoft Office, Process Improvement, Customer Service, Finance, Accounting, Analysis, Management, Employee Benefits
Education
College of St. Benedict 1993 — 1997
BA, History
Nishu Mehta's Clark Consulting Experience June 1995 - August 2003
Job
Industry Insurance
Experience
Farmers Insurance Group December 2014 - Present
Pacific Life October 2011 - Present
Clark Securities, Inc. April 2004 - February 2011
Clark Consulting June 1995 - August 2003
AVCO Financial Services 1992 - 1995
Builders Emporium 1985 - 1993
Builders Emporium 1985 - 1993
Skills
Insurance, Investments, Financial Services, 401k, Life Insurance, Risk Management, Customer Service, Employee Benefits, Financial Analysis, Accounting, Management, Microsoft Word, Retirement, Microsoft Office, Series 6, Series 7, Series 63
Education
California State University-Fullerton - College of Business and Economics 1985 — 1990
B.A.
Farmers Insurance Group December 2014 - Present
Pacific Life October 2011 - Present
Clark Securities, Inc. April 2004 - February 2011
Clark Consulting June 1995 - August 2003
AVCO Financial Services 1992 - 1995
Builders Emporium 1985 - 1993
Builders Emporium 1985 - 1993
Skills
Insurance, Investments, Financial Services, 401k, Life Insurance, Risk Management, Customer Service, Employee Benefits, Financial Analysis, Accounting, Management, Microsoft Word, Retirement, Microsoft Office, Series 6, Series 7, Series 63
Education
California State University-Fullerton - College of Business and Economics 1985 — 1990
B.A.
Peter Campagna's Clark Consulting Experience June 2006 - June 2007
Job VP Treasurer at Maxim Integrated
Industry Semiconductors
Experience
Maxim Integrated January 2014 - Present
Maxim Integrated November 2007 - Present
Woodside Priory School July 2002 - June 2010
Menalto Consulting July 2007 - October 2007
Clark Consulting June 2006 - June 2007
Intuit Inc. December 2003 - April 2006
KLA-Tencor October 2000 - November 2003
Adaptec, Inc. August 1998 - November 2000
Adaptec, Inc. 1994 - 1998
Intel Corp January 1988 - 1994
Skills
International Tax, Treasury Management, Corporate Tax Planning
Education
Golden Gate University 1988 — 1990
MS-Tax, Taxation
University of California, Berkeley, Haas School of Business 1974 — 1976
MBA, Finance & Accounting
Santa Clara University 1970 — 1974
BS, Economics
Maxim Integrated January 2014 - Present
Maxim Integrated November 2007 - Present
Woodside Priory School July 2002 - June 2010
Menalto Consulting July 2007 - October 2007
Clark Consulting June 2006 - June 2007
Intuit Inc. December 2003 - April 2006
KLA-Tencor October 2000 - November 2003
Adaptec, Inc. August 1998 - November 2000
Adaptec, Inc. 1994 - 1998
Intel Corp January 1988 - 1994
Skills
International Tax, Treasury Management, Corporate Tax Planning
Education
Golden Gate University 1988 — 1990
MS-Tax, Taxation
University of California, Berkeley, Haas School of Business 1974 — 1976
MBA, Finance & Accounting
Santa Clara University 1970 — 1974
BS, Economics
Natasha Greiling's Clark Consulting Experience March 2000 - May 2005
Job Growth Strategist
Industry Marketing and Advertising
Experience
en-rgy creative April 2013 - Present
Uptown Association 2010 - Present
Mar Azul, LLC 2009 - Present
The InSite Group 2011 - November 2011
John Ryan May 2009 - August 2009
John Ryan April 2006 - August 2009
Clark Consulting March 2000 - May 2005
Balanced Financial Planning April 1995 - January 2000
Skills
Customer Experience, Market Development, Account Management, Key Account Management, Key Account Development, Brand Awareness, Brand Communication, Digital Signage, Out of Home marketing, Integrated Marketing, New Business Development, New Product Marketing, Presentation Development, Visual Presentations, Conceptual Sales, Event Planning, Event Marketing, Market Research and..., Customer Engagement, Event Execution, Execution Management, Plan Execution, Marketing Strategy, Sales, Retail, Strategic Planning, Interactive Marketing, Sales Operations, Product Development, Go-to-market Strategy, Email Marketing, Marketing, Leadership, Business Development, Management, Brand Development, Strategic Partnerships
Education
University of St. Thomas - Opus College of Business 1997 — 1999
MBA
Colorado College 1991 — 1995
BA
en-rgy creative April 2013 - Present
Uptown Association 2010 - Present
Mar Azul, LLC 2009 - Present
The InSite Group 2011 - November 2011
John Ryan May 2009 - August 2009
John Ryan April 2006 - August 2009
Clark Consulting March 2000 - May 2005
Balanced Financial Planning April 1995 - January 2000
Skills
Customer Experience, Market Development, Account Management, Key Account Management, Key Account Development, Brand Awareness, Brand Communication, Digital Signage, Out of Home marketing, Integrated Marketing, New Business Development, New Product Marketing, Presentation Development, Visual Presentations, Conceptual Sales, Event Planning, Event Marketing, Market Research and..., Customer Engagement, Event Execution, Execution Management, Plan Execution, Marketing Strategy, Sales, Retail, Strategic Planning, Interactive Marketing, Sales Operations, Product Development, Go-to-market Strategy, Email Marketing, Marketing, Leadership, Business Development, Management, Brand Development, Strategic Partnerships
Education
University of St. Thomas - Opus College of Business 1997 — 1999
MBA
Colorado College 1991 — 1995
BA
Sarah (Lee) Dalsin's Clark Consulting Experience 2005 - 2007
Job State Program Administrator at Department of Revenue
Industry Public Policy
Experience
MN Department of Revenue January 2009 - May 2010
City of Minneapolis 2008 - 2009
Clark Consulting 2005 - 2007
Georgetown Prep Tennis Club (Service Line Inc.) 2004 - 2005
Education
University of St. Thomas 1999 — 2003
Cornell College 1999 — 2001
MN Department of Revenue January 2009 - May 2010
City of Minneapolis 2008 - 2009
Clark Consulting 2005 - 2007
Georgetown Prep Tennis Club (Service Line Inc.) 2004 - 2005
Education
University of St. Thomas 1999 — 2003
Cornell College 1999 — 2001
Leanne Gehlen's Clark Consulting Experience October 2002 - March 2005
Job Director, Specialty Benefit & Outcomes Strategy at OptumRx
Industry Insurance
Experience
OptumRx November 2010 - August 2012
UnitedHealthcare May 2008 - November 2010
UnitedHealthcare March 2005 - May 2008
Clark Consulting October 2002 - March 2005
Skills
Process Improvement, Vendor Management, Insurance, Health Insurance, Employee Benefits, Business Analysis, Analysis, Strategy, Leadership, Healthcare, Risk Management
Education
Augsburg College 2006 — 2008
M.B.A.
Creighton University 1998 — 2002
B.S.B.A., Finance & Marketing
OptumRx November 2010 - August 2012
UnitedHealthcare May 2008 - November 2010
UnitedHealthcare March 2005 - May 2008
Clark Consulting October 2002 - March 2005
Skills
Process Improvement, Vendor Management, Insurance, Health Insurance, Employee Benefits, Business Analysis, Analysis, Strategy, Leadership, Healthcare, Risk Management
Education
Augsburg College 2006 — 2008
M.B.A.
Creighton University 1998 — 2002
B.S.B.A., Finance & Marketing
Jean Riley's Clark Consulting Experience May 2007 - November 2009
Job Director of Compensation at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. June 2013 - Present
McLagan January 2008 - June 2013
Clark Consulting May 2007 - November 2009
Skills
Executive Pay
Education
Fitchburg State College
Bachelor's degree, Business Administration and Management, General
Santander Bank, N.A. June 2013 - Present
McLagan January 2008 - June 2013
Clark Consulting May 2007 - November 2009
Skills
Executive Pay
Education
Fitchburg State College
Bachelor's degree, Business Administration and Management, General
Abby Davis Young's Clark Consulting Experience August 1999 - October 2010
Job Senior Client Relationship Manager at Institutional Insurance Group, LLC
Industry Insurance
Experience
Institutional Insurance Group LLC (IIG) October 2010 - Present
Clark Consulting August 1999 - October 2010
First Citizens Bank May 1997 - July 1999
Education
Appalachian State University 1993 — 1997
BSBA, Finance
Institutional Insurance Group LLC (IIG) October 2010 - Present
Clark Consulting August 1999 - October 2010
First Citizens Bank May 1997 - July 1999
Education
Appalachian State University 1993 — 1997
BSBA, Finance
Michelle Clements's Clark Consulting Experience January 2008 - September 2009
Job Client Services Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2010 - Present
Clark Consulting January 2008 - September 2009
Clark Consulting July 2004 - December 2007
Clark Consulting July 2001 - June 2004
Americo Life Insurance, Inc January 1997 - January 2001
Principal Financial Group May 1990 - January 1997
Skills
Insurance, Employee Benefits, Series 63, Life Insurance, Account Management, Underwriting, Risk Management, Health Insurance, Disability Insurance, Series 6, 401k, Retirement, Process Improvement, Defined Benefit, Strategic Planning, Customer Service, New Business Development, Financial Analysis, Financial Services, Team Leadership, CRM, Fixed Annuities, Management
Education
Drake University 1992 — 1994
MBA, Masters, Business Administration
Central College 1986 — 1990
BA, Business Management
Principal Financial Group August 2010 - Present
Clark Consulting January 2008 - September 2009
Clark Consulting July 2004 - December 2007
Clark Consulting July 2001 - June 2004
Americo Life Insurance, Inc January 1997 - January 2001
Principal Financial Group May 1990 - January 1997
Skills
Insurance, Employee Benefits, Series 63, Life Insurance, Account Management, Underwriting, Risk Management, Health Insurance, Disability Insurance, Series 6, 401k, Retirement, Process Improvement, Defined Benefit, Strategic Planning, Customer Service, New Business Development, Financial Analysis, Financial Services, Team Leadership, CRM, Fixed Annuities, Management
Education
Drake University 1992 — 1994
MBA, Masters, Business Administration
Central College 1986 — 1990
BA, Business Management
Jay Harmeyer, CFP®, ChFC's Clark Consulting Experience 2003 - 2007
Job Certified Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors 2007 - Present
Clark Consulting 2003 - 2007
Education
Capital University
BA
The American College
ChFC
Lincoln Financial Advisors 2007 - Present
Clark Consulting 2003 - 2007
Education
Capital University
BA
The American College
ChFC
Theresa Galles's Clark Consulting Experience 2002 - 2003
Job Bilingual Information and Referral Specialist at Greater Twin Cities United Way
Industry Nonprofit Organization Management
Experience
Skyway YMCA 2009 - Present
Greater Twin Cities United Way August 2004 - Present
Disaster Response Team 2008 - 2008
clark consulting 2002 - 2003
Skills
Grant Writing, Community Outreach, Non-profits, Event Planning, Leadership Development, Volunteer Management, Nonprofits, Fundraising, Program Development, Social Media, Public Speaking, Customer Service, Grants, Community Development
Education
College of Saint Benedict 1998 — 2002
Saint John's University 1998 — 2002
Skyway YMCA 2009 - Present
Greater Twin Cities United Way August 2004 - Present
Disaster Response Team 2008 - 2008
clark consulting 2002 - 2003
Skills
Grant Writing, Community Outreach, Non-profits, Event Planning, Leadership Development, Volunteer Management, Nonprofits, Fundraising, Program Development, Social Media, Public Speaking, Customer Service, Grants, Community Development
Education
College of Saint Benedict 1998 — 2002
Saint John's University 1998 — 2002
Ken Leonard's Clark Consulting Experience 1998 - 2005
Job Senior Account Executive at Ventiv Technology
Industry Insurance
Experience
Ventiv Technology July 2011 - Present
Ventiv Technology May 2009 - July 2011
Ventiv Technology November 2007 - May 2009
CS STARS 2005 - 2007
Clark Consulting 1998 - 2005
Johnson & Higgins April 1991 - June 1997
Skills
Risk Management, Insurance, Business Analysis, Vendor Management, Financial Risk, Property & Casualty..., Commercial Insurance, Account Management, Management, Requirements Analysis, Business Intelligence, Reinsurance, Business Process..., Salesforce.com, Claims Management, Employee Benefits, Leadership
Education
Boston University Questrom School of Business 1986 — 1990
bs ba, finance, business
Ventiv Technology July 2011 - Present
Ventiv Technology May 2009 - July 2011
Ventiv Technology November 2007 - May 2009
CS STARS 2005 - 2007
Clark Consulting 1998 - 2005
Johnson & Higgins April 1991 - June 1997
Skills
Risk Management, Insurance, Business Analysis, Vendor Management, Financial Risk, Property & Casualty..., Commercial Insurance, Account Management, Management, Requirements Analysis, Business Intelligence, Reinsurance, Business Process..., Salesforce.com, Claims Management, Employee Benefits, Leadership
Education
Boston University Questrom School of Business 1986 — 1990
bs ba, finance, business
Joseph Campbell's Clark Consulting Experience September 2008 - December 2012
Job Application Development Manager at Clark Consulting
Industry Information Technology and Services
Experience
Diversified Distribution Systems 2013 - 2014
Clark Consulting September 2008 - December 2012
Clark Consulting January 2004 - September 2008
Clark Consulting June 2001 - January 2004
Army National Guard August 1997 - August 2001
US Army August 1993 - August 1997
Skills
Microsoft SQL Server, VB.NET, VBScript, Web Services, IT Management, VBA, VB6, T-SQL, ASP.NET, HTML, ADO.NET, MS Access, Salesforce.com, SQL Reporting Services, SQL Tuning, SharePoint, Visual Studio, Microsoft Office, XML, Windows Scripting, JavaScript, OOAD, Agile & Waterfall..., Visio, SSIS, MDX, SSRS, Access, C#, Software Development
Education
University of Phoenix 2005 — 2008
MBA, Business
Augsburg College 2000 — 2002
B.S., Computer Science
Diversified Distribution Systems 2013 - 2014
Clark Consulting September 2008 - December 2012
Clark Consulting January 2004 - September 2008
Clark Consulting June 2001 - January 2004
Army National Guard August 1997 - August 2001
US Army August 1993 - August 1997
Skills
Microsoft SQL Server, VB.NET, VBScript, Web Services, IT Management, VBA, VB6, T-SQL, ASP.NET, HTML, ADO.NET, MS Access, Salesforce.com, SQL Reporting Services, SQL Tuning, SharePoint, Visual Studio, Microsoft Office, XML, Windows Scripting, JavaScript, OOAD, Agile & Waterfall..., Visio, SSIS, MDX, SSRS, Access, C#, Software Development
Education
University of Phoenix 2005 — 2008
MBA, Business
Augsburg College 2000 — 2002
B.S., Computer Science
Jenna Paul's Clark Consulting Experience August 2004 - March 2012
Job Vice President and Associate General Counsel
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Clark Consulting August 2004 - March 2012
Education
Georgetown University Law Center 1992 — 1995
J.D., law
Fidelity Investments April 2012 - Present
Clark Consulting August 2004 - March 2012
Education
Georgetown University Law Center 1992 — 1995
J.D., law
Karen Iblings's Clark Consulting Experience July 2003 - November 2008
Job Client Administrator at National Benefits Group LLC
Industry Insurance
Experience
National Benefits Group LLC March 2012 - Present
Wells Fargo Auto Finance March 2010 - March 2012
Clark Consulting July 2003 - November 2008
Skills
Mutual Funds, Employee Benefits, Underwriting, Insurance, Life Insurance, Series 6, 401k, Executive Pay, Health Insurance, Disability Insurance, Retirement
Education
Bethel University 1984 — 1988
National Benefits Group LLC March 2012 - Present
Wells Fargo Auto Finance March 2010 - March 2012
Clark Consulting July 2003 - November 2008
Skills
Mutual Funds, Employee Benefits, Underwriting, Insurance, Life Insurance, Series 6, 401k, Executive Pay, Health Insurance, Disability Insurance, Retirement
Education
Bethel University 1984 — 1988
Mike Skorey's Clark Consulting Experience December 2007 - February 2011
Job Solutions Architect at Fiserv
Industry Facilities Services
Experience
Fiserv October 2013 - Present
Fiserv April 2012 - October 2013
Santander Consumer USA Inc. May 2011 - April 2012
Clark Consulting December 2007 - February 2011
Hyphen Solutions 2005 - 2007
Sears, Roebuck and Co. 2001 - 2005
Skills
Workshop Facilitation, BMC Remedy, Microsoft Office 2007, Windows 7, Visio, Data Migration, Crystal Reports, Access, Integration, Microsoft Excel, IBM iSeries, Data Mapping, SDLC, Microsoft SQL Server, Analysis, Quality Assurance, SQL, Process Improvement, Software Documentation, Requirements Gathering, User Acceptance Testing, Software Development, Business Process..., Software Project..., Databases, Testing, Data Analysis, Business Requirements
Education
Eastern Illinois University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences, General
Fiserv October 2013 - Present
Fiserv April 2012 - October 2013
Santander Consumer USA Inc. May 2011 - April 2012
Clark Consulting December 2007 - February 2011
Hyphen Solutions 2005 - 2007
Sears, Roebuck and Co. 2001 - 2005
Skills
Workshop Facilitation, BMC Remedy, Microsoft Office 2007, Windows 7, Visio, Data Migration, Crystal Reports, Access, Integration, Microsoft Excel, IBM iSeries, Data Mapping, SDLC, Microsoft SQL Server, Analysis, Quality Assurance, SQL, Process Improvement, Software Documentation, Requirements Gathering, User Acceptance Testing, Software Development, Business Process..., Software Project..., Databases, Testing, Data Analysis, Business Requirements
Education
Eastern Illinois University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences, General
John Strating's Clark Consulting Experience June 1996 - February 2000
Job Manager Analytics at Occidental Petroleum
Industry Human Resources
Experience
Occidental Petroleum December 2012 - Present
Occidental Petroleum February 2001 - November 2012
BHP Billiton March 2008 - October 2010
Occidental Petroleum 2001 - 2003
Jenkens & Gilchrist February 2000 - February 2001
Clark Consulting June 1996 - February 2000
Skills
Deferred Compensation, HRIS, Human Resources, Performance Management, Succession Planning, Job Evaluation, Employee Benefits, Workforce Planning, Talent Management
Education
Baylor University
Baylor University - Hankamer School of Business
Occidental Petroleum December 2012 - Present
Occidental Petroleum February 2001 - November 2012
BHP Billiton March 2008 - October 2010
Occidental Petroleum 2001 - 2003
Jenkens & Gilchrist February 2000 - February 2001
Clark Consulting June 1996 - February 2000
Skills
Deferred Compensation, HRIS, Human Resources, Performance Management, Succession Planning, Job Evaluation, Employee Benefits, Workforce Planning, Talent Management
Education
Baylor University
Baylor University - Hankamer School of Business
Tim McAuliff's Clark Consulting Experience July 2002 - July 2003
Job Senior Operations Business Architect
Industry Insurance
Experience
TEKsystems August 2010 - Present
The Lab July 2010 - August 2010
Cognitive Options Group, LLC June 2008 - May 2010
Privately-held Manaufacturing Company October 2007 - March 2008
ExperisNL September 2006 - October 2007
Resources Global Professionals March 2005 - September 2006
AutoZone July 2003 - March 2005
Clark Consulting July 2002 - July 2003
Skills
Treasury, Business Process..., Management Consulting, Financial Analysis, Financial Modeling, Business Process, Change Management, Sarbanes-Oxley Act, Financial Services, Process Engineering, Banking, Project Portfolio..., Business Strategy, Business Analysis, Business Architecture, Management Accounting, Consulting, Strategic Consulting, Treasury Management, Project Coordination, Project Management, Credit Risk, Credit Analysis, Systems Analysis, System Architecture, Operations Management, Risk Management, Requirements Gathering, SDLC, Analysis, IT Management, Enterprise Software, Information Technology, Strategy, Enterprise Architecture, Leadership, Resource Management, Business Requirements, Management
Education
Lake Forest Graduate School of Management
MBA, Business Administration and Management
Elmhurst College
Bachelor’s Degree, Business Administration
TEKsystems August 2010 - Present
The Lab July 2010 - August 2010
Cognitive Options Group, LLC June 2008 - May 2010
Privately-held Manaufacturing Company October 2007 - March 2008
ExperisNL September 2006 - October 2007
Resources Global Professionals March 2005 - September 2006
AutoZone July 2003 - March 2005
Clark Consulting July 2002 - July 2003
Skills
Treasury, Business Process..., Management Consulting, Financial Analysis, Financial Modeling, Business Process, Change Management, Sarbanes-Oxley Act, Financial Services, Process Engineering, Banking, Project Portfolio..., Business Strategy, Business Analysis, Business Architecture, Management Accounting, Consulting, Strategic Consulting, Treasury Management, Project Coordination, Project Management, Credit Risk, Credit Analysis, Systems Analysis, System Architecture, Operations Management, Risk Management, Requirements Gathering, SDLC, Analysis, IT Management, Enterprise Software, Information Technology, Strategy, Enterprise Architecture, Leadership, Resource Management, Business Requirements, Management
Education
Lake Forest Graduate School of Management
MBA, Business Administration and Management
Elmhurst College
Bachelor’s Degree, Business Administration
Brad Amidei's Clark Consulting Experience 2001 - 2004
Job Division Manager Business Development with Republic National Distributing Company
Industry Wine and Spirits
Experience
Republic National Distributing Company March 2006 - Present
Mercer 2004 - March 2006
Clark Consulting 2001 - 2004
Skills
Wine, Alcoholic Beverages, Beverage Industry, Account Management, Merchandising, Sales, Sales Operations, New Business Development, Retail, Wine Tasting, Sales Management, Direct Sales, Pricing, National Accounts, Beer
Education
Boston University 1999 — 2001
Master of Arts (MA), Financial Economics
Midwestern State University 1993 — 1997
BA, Finance
Republic National Distributing Company March 2006 - Present
Mercer 2004 - March 2006
Clark Consulting 2001 - 2004
Skills
Wine, Alcoholic Beverages, Beverage Industry, Account Management, Merchandising, Sales, Sales Operations, New Business Development, Retail, Wine Tasting, Sales Management, Direct Sales, Pricing, National Accounts, Beer
Education
Boston University 1999 — 2001
Master of Arts (MA), Financial Economics
Midwestern State University 1993 — 1997
BA, Finance
Lisa Bierwagen's Clark Consulting Experience March 2001 - 2008
Job Independent
Industry Information Technology and Services
Experience
Consultant / Independent 2008 - 2012
Clark Consulting March 2001 - 2008
US Bancorp Financial Inc 2000 - 2001
Alto Consulting 1999 - 2000
Ceridian Employer Services 1994 - 1999
Skills
Databases, SDLC, Business Analysis, Project Management, Software Development, SQL, Web Services, IT Project Management, Microsoft SQL Server, Systems Analysis, Quality Assurance, Business Process..., SharePoint, Program Management, Data Analysis, Visual Basic, Youth Mentoring, Access, Business Intelligence, Software Documentation, Visio, Youth Development, Software Project..., Process Improvement, Database Design, Mentoring, IT Management, Web Applications, ASP.NET, HTML, Team Leadership, Requirements Analysis, System Testing, VB.NET, VBScript, jQuery, Stored Procedures, Visual Studio, JavaScript, Business Liaison, Process Flow..., Data Mapping, System Documentation, Project Coordination, User Documentation, Vendor Management, User Training, Business Requirements, User Acceptance Testing, Report Design
Education
University of St. Thomas - Opus College of Business 2004 — 2006
Certified Project Manager 1, Project Management - Professional Training
Carleton College 1987 — 1991
BA, cum laude, Political Science
Consultant / Independent 2008 - 2012
Clark Consulting March 2001 - 2008
US Bancorp Financial Inc 2000 - 2001
Alto Consulting 1999 - 2000
Ceridian Employer Services 1994 - 1999
Skills
Databases, SDLC, Business Analysis, Project Management, Software Development, SQL, Web Services, IT Project Management, Microsoft SQL Server, Systems Analysis, Quality Assurance, Business Process..., SharePoint, Program Management, Data Analysis, Visual Basic, Youth Mentoring, Access, Business Intelligence, Software Documentation, Visio, Youth Development, Software Project..., Process Improvement, Database Design, Mentoring, IT Management, Web Applications, ASP.NET, HTML, Team Leadership, Requirements Analysis, System Testing, VB.NET, VBScript, jQuery, Stored Procedures, Visual Studio, JavaScript, Business Liaison, Process Flow..., Data Mapping, System Documentation, Project Coordination, User Documentation, Vendor Management, User Training, Business Requirements, User Acceptance Testing, Report Design
Education
University of St. Thomas - Opus College of Business 2004 — 2006
Certified Project Manager 1, Project Management - Professional Training
Carleton College 1987 — 1991
BA, cum laude, Political Science
Sheila Chaffee's Clark Consulting Experience 2002 - 2005
Job Vice President of Sales Policy & Oversight at UnitedHealth Group
Industry Insurance
Experience
UnitedHealthcare January 2011 - Present
UnitedHealth Group April 2008 - January 2011
UnitedHealthgroup/Evercare 2005 - 2007
Clark Consulting 2002 - 2005
Clark Securities, Inc. 2002 - 2005
Education
Ferris State University
Bachelor of Science (B.S.), Medical Technology
UnitedHealthcare January 2011 - Present
UnitedHealth Group April 2008 - January 2011
UnitedHealthgroup/Evercare 2005 - 2007
Clark Consulting 2002 - 2005
Clark Securities, Inc. 2002 - 2005
Education
Ferris State University
Bachelor of Science (B.S.), Medical Technology
Amy Marsden's Clark Consulting Experience April 2002 - December 2009
Job Partner Account Executive at Discovery Benefits
Industry Financial Services
Experience
Discovery Benefits January 2013 - Present
Stratford Fidelity 2010 - 2012
Clark Consulting April 2002 - December 2009
Thrivent Financial for Lutherans 1997 - 2002
Skills
Securities, Insurance, Employee Benefits, Process Improvement, Customer Service, Strategic Planning, Health Insurance, Life Insurance, Leadership, Business Analysis, Project Management, Team Building, Microsoft Excel, Management, Microsoft Office, Financial Analysis, Coaching, Financial Services, Microsoft Word, Analysis, Retirement, Account Management, Sales, Training
Education
University of St. Thomas - Opus College of Business 1998 — 2002
M.B.A., Management
Concordia College
B.A., Elementary Education
Discovery Benefits January 2013 - Present
Stratford Fidelity 2010 - 2012
Clark Consulting April 2002 - December 2009
Thrivent Financial for Lutherans 1997 - 2002
Skills
Securities, Insurance, Employee Benefits, Process Improvement, Customer Service, Strategic Planning, Health Insurance, Life Insurance, Leadership, Business Analysis, Project Management, Team Building, Microsoft Excel, Management, Microsoft Office, Financial Analysis, Coaching, Financial Services, Microsoft Word, Analysis, Retirement, Account Management, Sales, Training
Education
University of St. Thomas - Opus College of Business 1998 — 2002
M.B.A., Management
Concordia College
B.A., Elementary Education
Michael Essington's Clark Consulting Experience April 2002 - May 2006
Job
Industry Legislative Office
Experience
U.S. House of Representatives March 2013 - Present
U.S. House of Representatives 2011 - March 2013
Husch Blackell Sanders June 2009 - August 2010
Holland & Knight LLP August 2008 - December 2008
Arquilla & Fink, Ltd. May 2007 - October 2007
Law Offices of Chicago-Kent: Business Startup Clinic May 2007 - July 2007
Clark Consulting April 2002 - May 2006
Skills
Legal Research, Legislative Research, Legislation, Legislative Relations, Legal Writing, Public Policy
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2006 — 2009
JD
Cedarville University 1997 — 2001
BA
U.S. House of Representatives March 2013 - Present
U.S. House of Representatives 2011 - March 2013
Husch Blackell Sanders June 2009 - August 2010
Holland & Knight LLP August 2008 - December 2008
Arquilla & Fink, Ltd. May 2007 - October 2007
Law Offices of Chicago-Kent: Business Startup Clinic May 2007 - July 2007
Clark Consulting April 2002 - May 2006
Skills
Legal Research, Legislative Research, Legislation, Legislative Relations, Legal Writing, Public Policy
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2006 — 2009
JD
Cedarville University 1997 — 2001
BA
Kay Plautz's Clark Consulting Experience March 1997 - September 2008
Job Accounting Manager at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services USA, Inc. September 2008 - Present
Clark Consulting March 1997 - September 2008
Skills
Great Plains Software
Education
Appalachian State University 1989 — 1992
Math and Science
Wells Fargo Insurance Services USA, Inc. September 2008 - Present
Clark Consulting March 1997 - September 2008
Skills
Great Plains Software
Education
Appalachian State University 1989 — 1992
Math and Science
Bruce Bengtson, FSA, MAAA's Clark Consulting Experience January 2001 - October 2008
Job Actuarial Management Actuarial Consulting Product Development
Industry Financial Services
Experience
Looking for Opportunity - Actuarial Consulting April 2013 - Present
Symetra October 2008 - March 2013
Clark Consulting January 2001 - October 2008
Life USA April 1994 - December 1999
Skills
Actuarial Science, Financial Modeling, Investments, Risk Management, Financial Risk, Financial Analysis, Fixed Annuities, Underwriting
Education
Augsburg College
Bachelor of Arts (B.A.), Mathematics and Physics
Looking for Opportunity - Actuarial Consulting April 2013 - Present
Symetra October 2008 - March 2013
Clark Consulting January 2001 - October 2008
Life USA April 1994 - December 1999
Skills
Actuarial Science, Financial Modeling, Investments, Risk Management, Financial Risk, Financial Analysis, Fixed Annuities, Underwriting
Education
Augsburg College
Bachelor of Arts (B.A.), Mathematics and Physics
Nedra High, CEBS's Clark Consulting Experience August 2007 - December 2011
Job Client Services Manager at Milliman
Industry Financial Services
Experience
Milliman February 2012 - Present
Clark Consulting August 2007 - December 2011
Clark Consulting June 2003 - August 2007
Fidelity Investments July 2000 - June 2003
Aon Hewitt October 1998 - July 2000
Skills
Defined Benefit, Employee Benefits, Benefits, 401k, Retirement, Insurance, Compliance, Pensions, Benefits Administration, Deferred Compensation, Customer Relations, Account Management, Customer Service, Series 6, Plan Administration
Education
Dallas Baptist University
Bachelor, Business Administration/Management
Milliman February 2012 - Present
Clark Consulting August 2007 - December 2011
Clark Consulting June 2003 - August 2007
Fidelity Investments July 2000 - June 2003
Aon Hewitt October 1998 - July 2000
Skills
Defined Benefit, Employee Benefits, Benefits, 401k, Retirement, Insurance, Compliance, Pensions, Benefits Administration, Deferred Compensation, Customer Relations, Account Management, Customer Service, Series 6, Plan Administration
Education
Dallas Baptist University
Bachelor, Business Administration/Management
Rakesh Bhardwaj's Clark Consulting Experience 1987 - 2000
Job 2nd VP at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group January 2000 - Present
Clark Consulting 1987 - 2000
Skills
Defined Benefit, Insurance, Plan Design, Retirement, Business Planning, Employee Benefits, Life Insurance, Term Life Insurance, 401k, Fixed Annuities, Retirement Planning, Series 6, Disability Insurance, Mutual Funds, Long-term Care, Series 63
Education
American University - Kogod School of Business 1981 — 1983
MBA, Finance
MassMutual Financial Group January 2000 - Present
Clark Consulting 1987 - 2000
Skills
Defined Benefit, Insurance, Plan Design, Retirement, Business Planning, Employee Benefits, Life Insurance, Term Life Insurance, 401k, Fixed Annuities, Retirement Planning, Series 6, Disability Insurance, Mutual Funds, Long-term Care, Series 63
Education
American University - Kogod School of Business 1981 — 1983
MBA, Finance
Tim Fahey's Clark Consulting Experience July 2009 - February 2011
Job
Industry Financial Services
Experience
Clark Consulting July 2009 - February 2011
Fidelity Investments 2000 - 2011
Fidelity Investments September 2006 - December 2008
Fidelity Investments 1999 - 2008
Fidelity Registered Investment Advisor Group May 2005 - September 2006
Fidelity Investments February 2001 - May 2005
Fidelity Investments April 2000 - February 2001
Skills
Series 63, Product Marketing, Series 7, Strategy
Education
University of Massachusetts Boston 1998 — 2002
MBA
Bentley University 1987 — 1990
BS
St. Bernards 1983 — 1986
High School
Clark Consulting July 2009 - February 2011
Fidelity Investments 2000 - 2011
Fidelity Investments September 2006 - December 2008
Fidelity Investments 1999 - 2008
Fidelity Registered Investment Advisor Group May 2005 - September 2006
Fidelity Investments February 2001 - May 2005
Fidelity Investments April 2000 - February 2001
Skills
Series 63, Product Marketing, Series 7, Strategy
Education
University of Massachusetts Boston 1998 — 2002
MBA
Bentley University 1987 — 1990
BS
St. Bernards 1983 — 1986
High School
Anissa George's Clark Consulting Experience June 2008 - September 2010
Job Instructional Designer
Industry Professional Training & Coaching
Experience
ACE Cash Express January 2013 - Present
Monitronics November 2011 - November 2012
American Red Cross August 2011 - December 2011
Clark Consulting June 2008 - September 2010
The Hartford July 2006 - June 2008
MetLife February 2004 - June 2006
TeleTech September 2003 - February 2004
Skills
Training, Instructor-led Training, Blended Learning, Software Documentation, Captivate, Needs Analysis, Moodle, Technical Writing, Instructional Design, Adult Education, SnagIt, Project Management, Articulate Studio, Audacity, MadCap Flare, Adobe Acrobat, Learning Management..., Cornerstone, Curriculum Design
Education
American International College 2005 — 2006
Master of Arts, Human Resource Development
Marymount College of Fordham University 1999 — 2003
Bachelor of Science, Business Administration
ACE Cash Express January 2013 - Present
Monitronics November 2011 - November 2012
American Red Cross August 2011 - December 2011
Clark Consulting June 2008 - September 2010
The Hartford July 2006 - June 2008
MetLife February 2004 - June 2006
TeleTech September 2003 - February 2004
Skills
Training, Instructor-led Training, Blended Learning, Software Documentation, Captivate, Needs Analysis, Moodle, Technical Writing, Instructional Design, Adult Education, SnagIt, Project Management, Articulate Studio, Audacity, MadCap Flare, Adobe Acrobat, Learning Management..., Cornerstone, Curriculum Design
Education
American International College 2005 — 2006
Master of Arts, Human Resource Development
Marymount College of Fordham University 1999 — 2003
Bachelor of Science, Business Administration
Brenda Imes's Clark Consulting Experience May 1994 - December 1999
Job Chief Relaxation Officer at Life's Next Adventure
Industry Health, Wellness and Fitness
Experience
Stonnington Group, LLC December 2011 - April 2013
FINRA October 2010 - August 2011
Clark Securities April 2007 - November 2009
Clark Securities January 2000 - April 2007
Clark Consulting May 1994 - December 1999
Compensation Resource Group May 1994 - December 1999
Corporate Compensation Plans March 1990 - April 1994
Skills
FINRA, Series 24, Securities, Series 7, Mutual Funds, Financial Services, Insurance, Risk Management, Investments, Investment Advisory, Employee Benefits, Retirement, Retirement Planning, Equities, Alternative Investments, Due Diligence, Life Insurance, Fixed Annuities, Leadership, Team Building, Strategic Planning, Analysis, Wealth Management, Finance, Financial Analysis, Asset Allocation, Portfolio Management, Fixed Income, Investment Management, Auditing, Investment Strategies, Executive Management, Strategic Financial..., Mergers & Acquisitions, Estate Planning, Hedge Funds, Private Equity, Financial Modeling, Financial Risk, Financial Reporting, Pensions, Series 65, Bonds, Relationship Management, Disability Insurance, Cash Management
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2000 — 2003
EMBA, Management
University of California, Los Angeles
BA, Public Administation
Stonnington Group, LLC December 2011 - April 2013
FINRA October 2010 - August 2011
Clark Securities April 2007 - November 2009
Clark Securities January 2000 - April 2007
Clark Consulting May 1994 - December 1999
Compensation Resource Group May 1994 - December 1999
Corporate Compensation Plans March 1990 - April 1994
Skills
FINRA, Series 24, Securities, Series 7, Mutual Funds, Financial Services, Insurance, Risk Management, Investments, Investment Advisory, Employee Benefits, Retirement, Retirement Planning, Equities, Alternative Investments, Due Diligence, Life Insurance, Fixed Annuities, Leadership, Team Building, Strategic Planning, Analysis, Wealth Management, Finance, Financial Analysis, Asset Allocation, Portfolio Management, Fixed Income, Investment Management, Auditing, Investment Strategies, Executive Management, Strategic Financial..., Mergers & Acquisitions, Estate Planning, Hedge Funds, Private Equity, Financial Modeling, Financial Risk, Financial Reporting, Pensions, Series 65, Bonds, Relationship Management, Disability Insurance, Cash Management
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2000 — 2003
EMBA, Management
University of California, Los Angeles
BA, Public Administation
Eileen Hanley's Clark Consulting Experience 1996 - 2008
Job Assistant Director Corporate Market at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2013 - Present
Northwestern Mutual 2008 - March 2013
Clark Consulting 1996 - 2008
Education
Alverno College 2001 — 2003
B.A., Business & Management
Northwestern Mutual April 2013 - Present
Northwestern Mutual 2008 - March 2013
Clark Consulting 1996 - 2008
Education
Alverno College 2001 — 2003
B.A., Business & Management
Bruce Schilling CIMA CFP CLU ChFC's Clark Consulting Experience January 2000 - February 2006
Job Certified Investment Management Analyst at LionsBridge Wealth Management
Industry Financial Services
Experience
LionsBridge Wealth Management December 2014 - Present
LionsBridge Wealth Managment May 2013 - Present
Sagemark Consulting February 2009 - March 2011
Clark Consulting January 2000 - February 2006
Clark Consulting 2000 - 2006
Cigna Financial Advisors/Sagemark Consulting May 1984 - December 1999
Skills
Estate Planning, Financial Planning, Employee Benefits, Strategic Planning, Insurance, Retirement, Customer Service, Marketing, Wealth Management, Retirement Planning, Investments
Education
Clarkson University 1981 — 1982
BS, Marketing and Management
Jacksonville University 1978 — 1981
Bachelor of Science (B.S.), Marketing and Management
LionsBridge Wealth Management December 2014 - Present
LionsBridge Wealth Managment May 2013 - Present
Sagemark Consulting February 2009 - March 2011
Clark Consulting January 2000 - February 2006
Clark Consulting 2000 - 2006
Cigna Financial Advisors/Sagemark Consulting May 1984 - December 1999
Skills
Estate Planning, Financial Planning, Employee Benefits, Strategic Planning, Insurance, Retirement, Customer Service, Marketing, Wealth Management, Retirement Planning, Investments
Education
Clarkson University 1981 — 1982
BS, Marketing and Management
Jacksonville University 1978 — 1981
Bachelor of Science (B.S.), Marketing and Management
Donald Shelden's Clark Consulting Experience August 1999 - 2004
Job Music
Industry Entertainment
Experience
Shelden Entertainment LLC January 2009 - Present
Financial Solutions Partners (FSP) January 2006 - Present
Clark Consulting August 1999 - 2004
Winklevoss Consultants 1986 - 1996
Skills
Insurance, Retirement Planning, Public Speaking, Employee Benefits, Disability Insurance, Mergers, Investments, Mergers, Portfolio Management, Customer Service, Executive Pay
Education
Elmira College 1972 — 1976
BS
Shelden Entertainment LLC January 2009 - Present
Financial Solutions Partners (FSP) January 2006 - Present
Clark Consulting August 1999 - 2004
Winklevoss Consultants 1986 - 1996
Skills
Insurance, Retirement Planning, Public Speaking, Employee Benefits, Disability Insurance, Mergers, Investments, Mergers, Portfolio Management, Customer Service, Executive Pay
Education
Elmira College 1972 — 1976
BS
Josh DeBoer's Clark Consulting Experience September 2006 - July 2008
Job AVP Business Banking BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank July 2008 - Present
M&I Bank June 2008 - Present
Clark Consulting September 2006 - July 2008
Skills
Underwriting, Financial Analysis, Commercial Banking, Portfolio Management, Commercial Lending, Small Business Lending, Credit Analysis, Relationship Management, Consumer Lending, Retail Banking, Banking, Finance, Loan Origination
Education
Christopher Newport University 2000 — 2004
BSBA Finance & Marketing, Business
BMO Harris Bank July 2008 - Present
M&I Bank June 2008 - Present
Clark Consulting September 2006 - July 2008
Skills
Underwriting, Financial Analysis, Commercial Banking, Portfolio Management, Commercial Lending, Small Business Lending, Credit Analysis, Relationship Management, Consumer Lending, Retail Banking, Banking, Finance, Loan Origination
Education
Christopher Newport University 2000 — 2004
BSBA Finance & Marketing, Business
Steve Callister's Clark Consulting Experience July 2006 - August 2006
Job Refinery Crude Scheduling/Blending Engineer at Valero Energy Corporation
Industry Oil & Energy
Experience
Valero Energy Corporation September 2013 - Present
Valero Energy Corporation May 2009 - September 2013
Valero Energy Corporation May 2008 - August 2008
Clark Consulting July 2006 - August 2006
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
Master of Business Administration (MBA)
Brigham Young University
Bachelor's degree, Chemical Engineering
Valero Energy Corporation September 2013 - Present
Valero Energy Corporation May 2009 - September 2013
Valero Energy Corporation May 2008 - August 2008
Clark Consulting July 2006 - August 2006
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
Master of Business Administration (MBA)
Brigham Young University
Bachelor's degree, Chemical Engineering
Carter Davenport II, CFP®'s Clark Consulting Experience April 2007 - July 2012
Job Senior Associate
Industry Financial Services
Experience
Diversified Trust August 2012 - Present
Clark Consulting April 2007 - July 2012
Clark Consulting April 2009 - April 2011
Cunningham and Company May 2005 - June 2007
Skills
Investments, Financial Analysis, Series 7, Wealth Management, Management, Mutual Funds, Portfolio Management, Asset Management, Customer Service, Insurance, Securities, Retirement Planning, Financial Planning, Leadership, Strategic Planning
Education
Elon University 2001 — 2004
Business Administration, Business, Economics, Spanish
North Carolina State University 1999 — 2001
Diversified Trust August 2012 - Present
Clark Consulting April 2007 - July 2012
Clark Consulting April 2009 - April 2011
Cunningham and Company May 2005 - June 2007
Skills
Investments, Financial Analysis, Series 7, Wealth Management, Management, Mutual Funds, Portfolio Management, Asset Management, Customer Service, Insurance, Securities, Retirement Planning, Financial Planning, Leadership, Strategic Planning
Education
Elon University 2001 — 2004
Business Administration, Business, Economics, Spanish
North Carolina State University 1999 — 2001
Paul Dragovich's Clark Consulting Experience January 1999 - February 2009
Job Systems Administrator at Business Impact Group
Industry Computer Hardware
Experience
Business Impact Group October 2011 - Present
Convey July 2011 - October 2011
Kaltec of Minnesota June 2010 - July 2011
Clark Consulting January 1999 - February 2009
United States Army Reserve April 1994 - April 2002
Arcadia Financial January 1998 - January 1999
Skills
Active Directory, Microsoft Exchange, VMware, Windows Server, Troubleshooting, Servers, Networking, Microsoft SQL Server, Insurance, Management, Operating Systems, Software Installation, DNS, SharePoint, DHCP, SQL
Education
Brown College 2002 — 2003
Associates Degree
Business Impact Group October 2011 - Present
Convey July 2011 - October 2011
Kaltec of Minnesota June 2010 - July 2011
Clark Consulting January 1999 - February 2009
United States Army Reserve April 1994 - April 2002
Arcadia Financial January 1998 - January 1999
Skills
Active Directory, Microsoft Exchange, VMware, Windows Server, Troubleshooting, Servers, Networking, Microsoft SQL Server, Insurance, Management, Operating Systems, Software Installation, DNS, SharePoint, DHCP, SQL
Education
Brown College 2002 — 2003
Associates Degree
Stephen Kristofco's Clark Consulting Experience November 2002 - May 2006
Job Senior Analyst at ING Investment Management
Industry Investment Management
Experience
ING Investment Management May 2006 - Present
Clark Consulting November 2002 - May 2006
Watson Wyatt Worldwide May 2001 - July 2002
Aon Consulting May 1996 - May 2001
Halliwell & Associates / dbp&z, inc. September 1987 - May 1996
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2006
MS, Risk Management and Insurance
University of Pittsburgh 1983 — 1987
BS, Mathematics
ING Investment Management May 2006 - Present
Clark Consulting November 2002 - May 2006
Watson Wyatt Worldwide May 2001 - July 2002
Aon Consulting May 1996 - May 2001
Halliwell & Associates / dbp&z, inc. September 1987 - May 1996
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2006
MS, Risk Management and Insurance
University of Pittsburgh 1983 — 1987
BS, Mathematics
Kevin McNeil's Clark Consulting Experience June 2008 - December 2011
Job CTE Teacher at Winfree Academy Lewisville Campus
Industry Financial Services
Experience
Principal Financial Group June 2013 - March 2015
Fidelity Investments January 2012 - June 2013
Clark Consulting June 2008 - December 2011
Clark Consulting June 2008 - December 2010
Clark Consulting June 2008 - December 2009
Bank of America August 2007 - June 2008
HD Vest March 2006 - August 2007
Wells Fargo August 2005 - March 2006
Education
Eastern New Mexico University 2000 — 2005
Bachelor, Business Administration
Principal Financial Group June 2013 - March 2015
Fidelity Investments January 2012 - June 2013
Clark Consulting June 2008 - December 2011
Clark Consulting June 2008 - December 2010
Clark Consulting June 2008 - December 2009
Bank of America August 2007 - June 2008
HD Vest March 2006 - August 2007
Wells Fargo August 2005 - March 2006
Education
Eastern New Mexico University 2000 — 2005
Bachelor, Business Administration
Brandon Kerner's Clark Consulting Experience 2008 - 2012
Job Client Service Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2015 - Present
Principal Financial Group 2013 - July 2015
Fidelity Investments 2012 - 2013
Clark Consulting 2008 - 2012
AXA Advisors 2007 - 2008
Skills
Executive Compensation..., Benefits Administration, Insurance, Deferred Compensation, Financial Analysis, Financial Reporting, Financial Accounting, 401k, Series 7, Series 63, Non-Qualified Deferred...
Education
Central Michigan University 2002 — 2007
BBA, Financial Planning, Corporate Finance, Pre-Law
Principal Financial Group July 2015 - Present
Principal Financial Group 2013 - July 2015
Fidelity Investments 2012 - 2013
Clark Consulting 2008 - 2012
AXA Advisors 2007 - 2008
Skills
Executive Compensation..., Benefits Administration, Insurance, Deferred Compensation, Financial Analysis, Financial Reporting, Financial Accounting, 401k, Series 7, Series 63, Non-Qualified Deferred...
Education
Central Michigan University 2002 — 2007
BBA, Financial Planning, Corporate Finance, Pre-Law
Catherine Whitmire's Clark Consulting Experience June 2004 - April 2011
Job Senior EB Analyst at Marsh Executive Benefits
Industry Financial Services
Experience
Mercer April 2011 - Present
Clark Consulting June 2004 - April 2011
Dallas Baptist University May 2001 - June 2004
Skills
Life Insurance, Series 63, Financial Analysis, Process Improvement, Insurance, Business Analysis, Retirement, Employee Benefits, Defined Benefit, 401k, Financial Modeling, Financial Services, Strategic Financial..., Deferred Compensation, Risk Management, Mutual Funds, Accounting, Executive Pay
Education
Dallas Baptist University 2001 — 2004
MBA, Finance
Dallas Baptist University 1996 — 2000
BS, Mathematics and Psychology
Sam Rayburn High School 1992 — 1996
High School Diploma
Mercer April 2011 - Present
Clark Consulting June 2004 - April 2011
Dallas Baptist University May 2001 - June 2004
Skills
Life Insurance, Series 63, Financial Analysis, Process Improvement, Insurance, Business Analysis, Retirement, Employee Benefits, Defined Benefit, 401k, Financial Modeling, Financial Services, Strategic Financial..., Deferred Compensation, Risk Management, Mutual Funds, Accounting, Executive Pay
Education
Dallas Baptist University 2001 — 2004
MBA, Finance
Dallas Baptist University 1996 — 2000
BS, Mathematics and Psychology
Sam Rayburn High School 1992 — 1996
High School Diploma
Alice Dutler's Clark Consulting Experience 2004 - 2007
Job Owner, The Batterz Box
Industry Sports
Experience
The Batterz Box November 2011 - Present
Clark Consulting 2004 - 2007
Zurich Life 2000 - 2004
Allstate Life Insurance Company 1996 - 2000
Arthur Andersen 1991 - 1996
Education
DePaul University College of Law 1988 — 1991
JD
Indiana University 1984 — 1988
BS, Accounting
Interlochen Arts Academy 1982 — 1984
Music
The Batterz Box November 2011 - Present
Clark Consulting 2004 - 2007
Zurich Life 2000 - 2004
Allstate Life Insurance Company 1996 - 2000
Arthur Andersen 1991 - 1996
Education
DePaul University College of Law 1988 — 1991
JD
Indiana University 1984 — 1988
BS, Accounting
Interlochen Arts Academy 1982 — 1984
Music
SHANE WALZ's Clark Consulting Experience August 2003 - March 2005
Job Controller
Industry Automotive
Experience
Sax Motor Co December 2004 - Present
Evolution LLC June 2013 - Present
Distinguished Properties LLC January 2006 - Present
Water's Edge Property Owners Association January 2006 - July 2015
Clark Consulting August 2003 - March 2005
Park Nicollet Health Services March 2003 - August 2003
Analysts International Corporation (AIC) October 2002 - January 2003
Lawson Software August 2001 - September 2002
Vincent Metal Goods September 1996 - September 2001
Skills
Process Improvement, Budgets, Project Management, Strategic Planning, Accounting, Chevrolet, Management, Customer Service, Microsoft Office, Account Management, Cross-functional Team..., Program Management, Sarbanes-Oxley Act, Finance System..., Data Analysis, Data Mining, Business Process..., Financial Analysis, Training, Analysis, Microsoft Excel, Coaching, Retail, Financial Reporting, ERP, Business Analysis, Access, Project Planning, Sarbanes-Oxley, Pricing, Software Documentation, Payroll, Team Building, Leadership, Employee Tra, Business Systems..., Documentation, Public Speaking, Microsoft Word, Team Leadership, Operations Management, Integration, Change Management, Negotiation
Education
Dickinson State University 2009 — 2015
Bachelor’s Degree, Computer Technology Management, A
Minnesota State University, Moorhead 1990 — 1995
Bachelor of Science, Accounting
Shanley High School 1986 — 1990
High School graduate
Sax Motor Co December 2004 - Present
Evolution LLC June 2013 - Present
Distinguished Properties LLC January 2006 - Present
Water's Edge Property Owners Association January 2006 - July 2015
Clark Consulting August 2003 - March 2005
Park Nicollet Health Services March 2003 - August 2003
Analysts International Corporation (AIC) October 2002 - January 2003
Lawson Software August 2001 - September 2002
Vincent Metal Goods September 1996 - September 2001
Skills
Process Improvement, Budgets, Project Management, Strategic Planning, Accounting, Chevrolet, Management, Customer Service, Microsoft Office, Account Management, Cross-functional Team..., Program Management, Sarbanes-Oxley Act, Finance System..., Data Analysis, Data Mining, Business Process..., Financial Analysis, Training, Analysis, Microsoft Excel, Coaching, Retail, Financial Reporting, ERP, Business Analysis, Access, Project Planning, Sarbanes-Oxley, Pricing, Software Documentation, Payroll, Team Building, Leadership, Employee Tra, Business Systems..., Documentation, Public Speaking, Microsoft Word, Team Leadership, Operations Management, Integration, Change Management, Negotiation
Education
Dickinson State University 2009 — 2015
Bachelor’s Degree, Computer Technology Management, A
Minnesota State University, Moorhead 1990 — 1995
Bachelor of Science, Accounting
Shanley High School 1986 — 1990
High School graduate
Duane Bebee's Clark Consulting Experience August 1996 - August 2001
Job Senior Sales Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2006 - Present
First Evangelical Free Church September 2001 - April 2006
Clark Consulting August 1996 - August 2001
Education
Dallas Theological Seminary 1997 — 2001
Master of Arts (M.A.), Christian Education
University of Nebraska-Lincoln 1991 — 1995
Bachelor of Science (B.S.), Economics
New York Life Insurance Company April 2006 - Present
First Evangelical Free Church September 2001 - April 2006
Clark Consulting August 1996 - August 2001
Education
Dallas Theological Seminary 1997 — 2001
Master of Arts (M.A.), Christian Education
University of Nebraska-Lincoln 1991 — 1995
Bachelor of Science (B.S.), Economics
Brenda Bernstein's Clark Consulting Experience August 2008 - February 2011
Job COLI/BOLI Design Consultant at Mezrah Consulting
Industry Insurance
Experience
Mezrah Consulting April 2014 - Present
SunTrust Bank October 2013 - March 2014
Clark Consulting August 2008 - February 2011
Aon April 2001 - July 2006
Skills
Income Tax, Life Insurance, Executive Benefit..., BOLI, COLI, Financial Analysis, Executive Pay, Employee Benefits, 401k, Financial Services, Strategic Financial..., Insurance, ERISA, Wealth Management, Defined Benefit, Retirement Planning, Retirement, Asset Allocation
Education
Georgia State University 1997 — 2001
Master's Degree, Taxation
Stony Brook University
Masters, Management and Policy
Stony Brook University
Bachelor of Science (BS), Economics
Mezrah Consulting April 2014 - Present
SunTrust Bank October 2013 - March 2014
Clark Consulting August 2008 - February 2011
Aon April 2001 - July 2006
Skills
Income Tax, Life Insurance, Executive Benefit..., BOLI, COLI, Financial Analysis, Executive Pay, Employee Benefits, 401k, Financial Services, Strategic Financial..., Insurance, ERISA, Wealth Management, Defined Benefit, Retirement Planning, Retirement, Asset Allocation
Education
Georgia State University 1997 — 2001
Master's Degree, Taxation
Stony Brook University
Masters, Management and Policy
Stony Brook University
Bachelor of Science (BS), Economics
Marla K. Clark's Clark Consulting Experience October 2003 - January 2005
Job Higher Education Professional
Industry Education Management
Experience
Jackson Community College 2004 - 2013
Clark Consulting October 2003 - January 2005
Nancy J. Ayers, D.D.S. April 2002 - October 2003
Jackson Community College December 1998 - April 2002
NSK Corporation August 1996 - October 1998
Bank of Lenawee July 1995 - August 1996
Adrian College July 1989 - July 1995
Education
Siena Heights University 2002 — 2004
Master of Arts (MA), Organizational Leadership
Adrian College 1990 — 1995
Bachelor of Business Administration (BBA), Management, with a Minor in Public Relations
Adrian College 1990 — 1993
Associate of Arts (A.A.), Business Administration and Management, General
Jackson Community College 2004 - 2013
Clark Consulting October 2003 - January 2005
Nancy J. Ayers, D.D.S. April 2002 - October 2003
Jackson Community College December 1998 - April 2002
NSK Corporation August 1996 - October 1998
Bank of Lenawee July 1995 - August 1996
Adrian College July 1989 - July 1995
Education
Siena Heights University 2002 — 2004
Master of Arts (MA), Organizational Leadership
Adrian College 1990 — 1995
Bachelor of Business Administration (BBA), Management, with a Minor in Public Relations
Adrian College 1990 — 1993
Associate of Arts (A.A.), Business Administration and Management, General