Experience
The Newport Group  September 2015 - Present
Clark Consulting   October 2014 - September 2015
Ralph Lauren  May 2014 - October 2014
Woods Charter School  February 2014 - May 2014
The Arc of Orange County  May 2013 - May 2014
Private Home  September 2011 - May 2014
Whitaker Psychiatric Residential Treatment Facility   May 2013 - January 2014
UNC School of Education  August 2010 - February 2012
Outwest Steakhouse Saddleroom and Bar   June 2008 - January 2009
Movies to Go  July 2007 - May 2008

Skills
Life Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Crystal Reports, SAP, SPSS, Java, Photoshop, English, Customer Service, Teamwork, Public Speaking, Social Media, Research, Time Management, CPR and First Aid..., Event Planning

Education
University of North Carolina at Chapel Hill   2010 — 2014
Bachelor of Arts (B.A.), Psychology, Senior

University of North Carolina at Chapel Hill   2010 — 2014

Experience
Tekzenit - Ambit Energy   June 2011 - Present
Clark Consulting   June 2006 - June 2011
Carlson Restaurants Worldwide  January 2006 - June 2006
H.D. Vest Financial Services   September 2005 - December 2005
Computer Solutions  July 2005 - September 2005
Satyam Computers  2004 - 2005
J&B Software  2003 - 2004
Fingertip Technologies   December 2001 - May 2003
Insoft  August 2000 - October 2001

Skills
RDBMS, Web Technologies, MSMQ, SDLC, Microsoft SQL Server, SOA, Requirements Analysis, Software Development, Agile Methodologies, .NET, ASP.NET, C#, XML, Node.js, MongoDB

Education
University of Allahabad   2002 — 2004
Masters, Information Technology

University of Madras   1998 — 2000
Masters, Physics

University of Madras   1995 — 1998
B.Sc, Physics

ST.Marys Matric School   1990 — 1995

Mount carmel Akola

Experience
Write Here Write Now   2010 - Present
Clark Consulting   January 2008 - November 2009
Aon Consulting  May 2001 - November 2007
Arthur Andersen  January 1999 - April 2001
Seyfarth Shaw LLP  January 1998 - January 1999
Deloitte & Touche  July 1996 - January 1998

Skills
Copywriting, Content Marketing, Technical Writing, Insurance, Life Insurance, Copy Editing, Social Media Marketing, White Papers, Proofreading, Employee Benefits, Content Writing, Training, Non-Qualified Deferred..., Executive Pay, Benefits Design, Qualified Retirement..., Employment Contracts, Compensation & Benefits, B2B Marketing, Proposal Writing, Report Writing, Mergers & Acquisitions, Finance, Financial Services, Financial Accounting, Tax Law, Executive Benefit..., Management

Education
Tulane University
Juris Doctor (J.D.), Law

University of California, Los Angeles
Bachelor's Degree, Psychology

Experience
Pinnacle Property Group   December 2012 - Present
Overhead Door Corporation  January 2012 - December 2012
Physicians' Education Resource  April 2008 - July 2011
Clark Consulting   October 2006 - April 2008

Skills
Process Improvement, Project Management, Business Analysis, Strategic Planning, Business Process..., Program Management, Budgets, Microsoft Excel, Financial Analysis, Forecasting, Financial Modeling, Negotiation, Finance, Accounting, Valuation, Financial Reporting, Contract Negotiation, Mergers & Acquisitions, Management Consulting, Management, Data Analysis, Risk Management, Due Diligence, Business Development

Education
Texas Christian University
MBA, Supply Chain, Marketing

University of North Texas
BBA, Finance, Insurance

Experience
Bartech Group  February 2015 - Present
mas+ consulting  October 2014 - Present
Carbon Media Group  November 2012 - October 2014
Resources Global Professionals  March 2012 - November 2012
Entertainment Promotions  March 2011 - March 2012
Entertainment Promotions  January 2009 - May 2011
Entertainment Promotions  May 2007 - December 2008
Entertainment Promotions  July 2006 - April 2007
Entertainment Promotions  May 2003 - June 2006
Clark Consulting   March 2002 - March 2003

Skills
General Management, Sales & Marketing..., Sales & Marketing..., Sales Force Alignment, Sales Strategy, Sales Management, Sales Operations, Sales Management..., Sales Effectiveness, Sales Growth, Sales Compensation, Sales Channel..., Sales Research, Sales Intelligence, Sales Analysis, Product Strategy, New Business Development, Sales Process, Direct Sales, Product Development, Segmentation, Analysis, Marketing Strategy, Pricing, Product Management, Competitive Analysis, Product Marketing, Market Research, Planning, Forecasting, Market Analysis, Go-to-market Strategy, Pricing Strategy, Strategic Planning, Product Launch, Product Planning, Process Improvement, Customer Satisfaction, Budgeting, Business Strategy, Operational Excellence, Negotiation, Management, Budgets, Project Planning

Education
University of Michigan   1989 — 1995
B.S., Economics

St. Mary's Prep   1985 — 1989

Experience
Helen of Troy  August 2015 - Present
Ysleta del Sur Pueblo  September 2014 - August 2015
UPS  October 2013 - June 2014
UPS  February 2013 - October 2013
Banana Republic  December 2007 - April 2013
Clark Consulting   June 2010 - December 2012
Clark Consulting   August 2008 - June 2010
Accountemps  November 2007 - August 2008
Johnson Controls  August 2006 - November 2007

Skills
Accounting, Microsoft Excel, Account Reconciliation, Financial Analysis, Management, Microsoft Word, General Ledger, Financial Reporting, Employee Benefits, Customer Service, Teamwork, Accounts Receivable, Analysis, Auditing, Microsoft Office, Time Management, Outlook, PeopleSoft, Benefits Administration, Sales, Insurance, Process Improvement, QuickBooks, Budgets, Account Management, Training, Financial Accounting, Tax, Team Building, Data Analysis, GAAP, Coaching, Accounts Payable, Internal Controls, Payroll, 10 Key, Cash Flow, Spreadsheets, New Hire Orientations, Bookkeeping, Journal Entries, Public Speaking, Employee Training, New Hire Training, Critical Thinking, Sarbanes-Oxley Act, Fund Accounting, Fixed Assets, Tribal Government

Education
The University of Texas at El Paso   2015 — 2017
Bachelor of Business Administration (B.B.A.), Financial Analysis

The University of Texas at El Paso
Bachelor of Science (B.S.), Accounting, Business

Experience
The BOLI Group   September 2014 - Present
The BOLI Group   July 2004 - August 2014
Clark Consulting   October 2001 - June 2004
Citibank, N.A.   December 2000 - September 2001

Skills
Insurance, BOLI, Employee Benefits, Life Insurance, Financial Analysis, Sales, Management, Client Relations

Education
The University of South Dakota   1999 — 2000
Masters in Business Administration, Concentration in Management Information Systems

The University of South Dakota   1995 — 1999
B.S. Business Administration, Emphasis in Finance

Experience
The Newport Group  September 2011 - Present
Clark Consulting   March 2005 - February 2011
Clark Consulting   March 2002 - February 2005
Clark Consulting   November 1998 - February 2002
Clark Consulting   March 1995 - October 1998
Clark Consulting   March 1990 - February 1995
Assurance Life Insurance Company   April 1989 - March 1990

Skills
Product Management, Internal Audit, Database Administration, Quality Assurance, Financial Analysis, Business Planning, Leadership, Financial Reporting, Insurance, Process Improvement, Business Analysis, Software Documentation, Requirements Analysis, SDLC, Vendor Management, Databases, SQL, Financial Services, Defined Benefit, Employee Benefits, Human Resources, Sarbanes-Oxley Act, Project Management, Analysis, Training, Banking, Program Management

Education
University of North Texas
BBA, Economics

Experience
Orassi Media Group   June 2014 - Present
National Medical Association Region V   May 2014 - Present
Lewis Consulting   November 2009 - Present
Arkansas Primary Care Clinic   2013 - 2014
Arkansas Primary Care Clinic   2013 - 2014
Clark Consulting   June 2008 - November 2009
Charles Schwab  March 2002 - January 2008
Merrill Lynch  December 1997 - March 2002

Skills
Business Development, Strategic Planning, Management, Marketing, CRM, Investments, Team Building, Insurance, Healthcare, Small Business, Customer Service, Analysis, Entrepreneurship, Marketing Strategy, Project Management, Process Improvement, Negotiation, Leadership Development, Research, Accounting, Budget, New Business Development, Event Planning, Employee Benefits, Data Analysis, Event Management, Event Marketing Strategy, Social Media Marketing, Coordinating Events, Marketing Management, Marketing Communications, Conference Coordination, Conference Organization, Conference Design, Health Promotion, Healthcare Consulting, Non-profit..., Non-profit Consulting, Non-profit Program..., Business Planning, Fundraising, Business Strategy, Recruiting, Public Speaking, Management Consulting, Public Relations, Organizational..., Regulatory Submissions, IRB, ICH-GCP

Education
University of Phoenix   2004 — 2006
MBA, Business

University of Central Arkansas   1993 — 1997
BA, Finance

Experience
The Newport Group  August 2014 - Present
Mercury Financial Group  August 2011 - August 2014
BenefitMall  March 2010 - July 2010
Clark Consulting   June 2006 - March 2010
Capmark Finance Inc  July 2004 - June 2006

Skills
Insurance, Employee Benefits, 401k, Retirement, Benefits Administration, Life Insurance, Defined Benefit, Health Insurance, Deferred Compensation, Disability Insurance, Process Improvement, Financial Analysis, Retirement Planning, Executive Pay, Fixed Annuities, Investments

Education
Texas Woman's University   2006 — 2008
MBA, Business

University of North Texas   2000 — 2003
BA, Sociology/Criminal Justice

Experience
Questar Assessment, Inc.   2007 - Present
Clark Consulting   2000 - 2007
Dunbar Armored  1999 - 2000
Holiday Inn Metrodome Grill Room   1995 - 1999

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Visio, Photoshop, InDesign, Adobe Acrobat, Time Management, Leadership, Program Management, Software Documentation, Proofreading, SharePoint, Editing, Coordination, Baking, Adobe Creative Suite, Proposal Writing

Education
University of Minnesota-Twin Cities
B.A., Journalism and Mass Communication

Experience
Self-Employed  March 2014 - Present
FDIC  March 2010 - March 2014
American National Bank of Texas  August 2006 - July 2009
Clark Consulting   March 2006 - August 2006
Milliman  March 2001 - March 2006
Fidelity Investments  October 1997 - March 2001

Skills
Financial Analysis, Underwriting, Banking, Employee Benefits, Auditing, Leadership, Mergers & Acquisitions, Customer Service, Insurance, Risk Management, Analysis, Finance, Negotiation, Retirement Planning, Credit, Small Business, Investments, Asset Management, Financial Risk, Portfolio Management, Commercial Lending, Credit Analysis, Financial Services, Mortgage Lending

Education
University of North Texas   1993 — 1998
Finance and Political Science

The University of North Texas

Experience
Hewlett-Packard  May 2013 - Present
Stallcup Group   February 2011 - May 2013
Clark Consulting   September 2008 - February 2011
Nexus Consulting Group   September 2007 - September 2008
McGladrey  June 2005 - September 2007
Arthur J. Gallagher and Co.   December 2003 - June 2005
Deloitte  June 2001 - December 2003
Towers Watson  June 1998 - June 2001

Skills
Employee Benefits, Financial Analysis, Management Consulting, Strategic Planning, Financial Modeling, Business Strategy, Data Analysis, Mergers & Acquisitions, Strategy, Business Development, Start-ups, Direct Marketing, Management, CRM, Leadership, Marketing, Team Building, Sales

Education
Villanova University
Master of Science (MS), DATA ANALYTICS, IN PROGRESS

The University of Texas at San Antonio
B.S., Mathematics

Experience
Rockwell Collins  April 2011 - Present
Clark Consulting   March 2005 - February 2011
Financial Institution Consulting Corporation   August 1999 - February 2005
International Paper Company  June 1998 - June 1999

Skills
Compliance, Deferred Compensation, Tax, Documentation, Employee Benefits, Executive Pay, Corporate Law, Life Insurance, Corporate Governance, Risk Management, Due Diligence, Management, Insurance, Analysis, Investments, Defined Benefit, Process Improvement, Strategic Financial..., Pensions, Software Documentation, Risk Assessment

Education
The University of Memphis—Cecil C. Humphreys School of Law   1996 — 1999
JD, Law

The University of Tennessee at Chattanooga   1992 — 1993
BA, Mathematics and English

University of Tennessee-Knoxville   1988 — 1992
Mathematics and English

Experience
The Newport Group  November 2014 - Present
The Newport Group  August 2011 - November 2014
Clark Consulting   September 2009 - August 2011
Bank of America  May 2007 - August 2009

Skills
Employee Benefits, Insurance, Retirement, Mutual Funds, Retirement Planning, Investments, Customer Service, Benefits Administration, Account Management, Financial Services, Asset Allocation, Pensions, Hustle, New Business Development, Disability Insurance, Management, Defined Benefit, Financial Analysis, Leadership, Finance

Education
University of North Texas   2006 — 2008
BA

highland park   2000 — 2002

cohasset   1997 — 2000

Experience
Agency Solutions Group   January 2008 - Present
NGFS Agency Partners   September 2005 - April 2008
Travelers Insurance  December 2002 - June 2005
The Hartford  December 2000 - November 2002
Priceline.com  August 1999 - November 2000
Walker Digital  May 1997 - July 1999
Clark Consulting   May 1992 - April 1997

Skills
Insurance, Property & Casualty..., Marketing, Sales, Employee Benefits, Business Strategy, Term Life Insurance, Banking, Underwriting, Commercial Insurance, Homeowners, Life Insurance, Disability Insurance, Health Insurance, General Insurance, Workers Compensation, Brokers

Education
University of Connecticut
BA

Experience
Northwestern Mutual  December 2011 - Present
Stratford Fidelity   February 2009 - April 2011
Integrated Healthcare Strategies  October 2007 - February 2009
Integrated Healthcare Strategies  April 2005 - October 2007
Clark Consulting   July 2004 - April 2005
Clark Consulting   July 2001 - July 2004
Thrivent Financial for Lutherans  August 1998 - July 2001

Skills
Business Analysis, Benefits Administration, Insurance, Underwriting, Management, Customer Service, Financial Services, Securities

Education
University of Minnesota-Morris   1994 — 1998
Bachelor of Arts, Computer Science

Eagle Valley

Experience
The Law Offices of Jeffrey A. Ellis, PLLC   January 2011 - Present
Rosemount Area Athletic Association   September 2013 - Present
Clark Consulting   January 2009 - February 2011
Clark Consulting   October 2005 - January 2009
Larkin Hoffman Daly & Lindgren  August 2003 - October 2005
Gray Plant Mooty  January 2001 - August 2003
Meissner Tierney Fisher & Nichols   1998 - 2000

Skills
Corporate Law, Estate Planning, Employee Benefits, Executive Pay, Management, Mergers & Acquisitions, Legal Writing, Tax, Succession Planning, Legal Advice, Insurance, Employment Law, Executive Compensation, Contract Negotiations, Business Planning, Due Diligence, Corporate Governance, Legal Research, Strategic Planning, Commercial Litigation, Civil Litigation

Education
University of Minnesota Law School   1995 — 1998
J.D. cum laude

University of Wisconsin-Madison   1991 — 1995
B.A. with distinction

Universidad Complutense de Madrid   1993 — 1994

Experience
The Newport Group  March 2011 - Present
Clark Consulting   December 2008 - April 2011
Merrill Lynch  July 2003 - November 2008
MetLife  July 2002 - July 2003
Security Life of Denver  August 1998 - December 2001
Management Compensation Group  1983 - 1998

Education
University of Alabama at Birmingham   1975 — 1978
B.S., Accounting and Information Technology

Experience
Haworth Marketing + Media  August 2014 - Present
Mediaspace Solutions  August 2009 - July 2014
Foote&Co.   2007 - 2009
Gabriel deGrood Bendt  2006 - 2007
Clark Consulting   2004 - 2006
The Hartford  2003 - 2004

Skills
Account Management, Project Management, Media Planning, Media Buying, Digital Strategy, Marketing Communications, Strategic Communications, Management, Leadership, Advertising, Digital Media, Integrated Marketing, Online Advertising, Social Media Marketing

Education
The University of Kansas   1998 — 2002

Experience
McGladrey LLP  September 2007 - Present
Clark Consulting   June 2003 - September 2007
Alto Consulting  April 2000 - May 2003

Skills
C#, Document Management, Microsoft SQL Server, JavaScript, HTML, HTML 5, XML, Workflow, ASP.NET AJAX, ASP.NET, Scripting, Powershell, CSS, VB.NET, Windows Server, IIS, SharePoint, jQuery, jQuery UI, Databases, SDLC, Web Services, Software Development, Software Integrations, VBScript, Enterprise Integration

Education
University of Minnesota

University of Minnesota

University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.)

Experience
Aon  August 1995 - Present
Stratford 360  2010 - 2013
Integrated Healthcare Strategies  2008 - 2010
Clark Consulting   2003 - 2008
MCG/Healthcare   1995 - 2003
CenterLine Software  1992 - 1995
MTRA  1991 - 1992

Skills
Analysis, Microsoft Excel, Microsoft Office, Business Analysis, Marketing, SQL, PowerPoint, Program Management, Training, SharePoint, Microsoft Word, Team Leadership, Data Analysis

Education
University of Northern Iowa   1984 — 1989
BA, Psychology

Dubuque Senior High School   1979 — 1984

Experience
The Newport Group  May 2011 - Present
Clark Consulting   March 2007 - May 2011
Homecomings Financial  October 2005 - March 2007
Homecomings Financial  July 2004 - October 2005

Education
Texas A&M University   2002 — 2004
Bachelor of Science in Economics, Minor in Business Administration

Experience
EMPOWER Retirement  January 2010 - Present
Clark Consulting   July 2009 - January 2010
ADP Retirement Services  June 2008 - May 2009
American Beacon Advisors  May 2006 - May 2008
Milliman, Inc.   November 1995 - April 2006

Skills
Retirement, Retirement Planning, New Business Development, Defined Contribution, 401k, Investments, Forecasting, CRM, Financial Advisory, Mutual Funds, Series 63, Asset Allocation, Series 6, Retirement Plan...

Education
The University of Texas at Austin   1990 — 1993

Experience
Unum  June 2009 - October 2009
MullinTBG  June 2007 - June 2008
Mullin Consulting  March 2004 - June 2007
Clark Consulting   2001 - 2004
General American Life  1985 - 1997

Skills
Employee Benefits, Deferred Compensation, Insurance, 401k, Leadership, Executive Pay, Disability Insurance, Coaching, Long-term Care, Retirement, Health Insurance, Defined Benefit, Account Management, Strategy, Benefits Administration, CRM, Term Life Insurance, Pensions, ERISA, COBRA, Health Savings Accounts, Analysis

Education
AHIP, Academy for Healthcare Management   2009 — 2009
PAHM, Healthcare Plans

International Foundation of Employee Benefit Plans   2009 — 2009
GBA, Group Benefits Associate, 2009

The American College   1985 — 1995
CLU, ChFC

Experience
Forbes  June 2012 - Present
BG Strategic Advisors   January 2013 - Present
Yahoo  August 2014 - Present
Bloomberg TV and FOX Business News Guest Commentator   October 2012 - Present
Focus Investment Banking  May 2010 - January 2013
Marsh & McLennan  September 2007 - May 2010
Clark Consulting   May 1999 - June 2007
Bank of America Merrill Lynch  May 1997 - May 1998
Ernst & Young  January 1995 - April 1997

Skills
Mergers, Acquisitions, Private Equity, Business Valuation, Venture Capital, Strategic Planning, Public Speaking, Executive Pay, Valuation, Mergers & Acquisitions, E-commerce, Online Journalism, TV Commentator, Executive Compensation, LBO, Investments, Investment Banking, Analysis, Corporate Finance, Divestitures, Finance, Strategy, CRM, Corporate Development, Management

Education
University of Alabama, Manderson Graduate School of Business   1999 — 1999
Masters, Finance

University of Southern California - Marshall School of Business   1986 — 1990
Bachelor of Science, Business Administration

Experience
Hitachi Consulting  August 2014 - Present
Project Management Institute  2005 - Present
HNI Corporation  March 2013 - July 2014
HNI Corporation  April 2012 - March 2013
DRS Technologies  December 2009 - March 2012
University of Phoenix  January 2005 - December 2009
School Specialty  February 2005 - October 2009
Project Management Institute - Northeast WI   2003 - 2009
ITW  February 2003 - February 2005
Clark Consulting   January 2002 - January 2003

Skills
ERP, SDLC, Oracle E-Business Suite, Business Analysis, Requirements Analysis, Project Management, PMP, Software Development, Process Improvement, Management, Change Management, Oracle Applications, Requirements Gathering, Project Planning, Oracle, Program Management, Military, PMO, Analysis, Microsoft SQL Server, Integration, Testing, Software Project..., Army, Access, MS Project, Business Intelligence, IT Strategy, Vendor Management, Supply Chain, Business Process Design, Visio, Technical Writing, University Teaching, Discrete Manufacturing, Order Management, Financial Analysis, Lean Sigma, PL/SQL, Quality Center, Dataload, AIM, Accounts Payable, SharePoint, Six Sigma, Cloud Applications

Education
University of Missouri-Kansas City   1997 — 1999
MBA, Finance

United States Military Academy at West Point   1986 — 1990
Bachelor of Science

Experience
Equias Alliance   March 2011 - Present
Clark Consulting   August 1996 - December 2010

Skills
Employee Benefits..., Financial Modeling, Due Diligence, Strategy, Financial Services, Financial Risk, Risk Management, Strategic Financial..., Change Management, Cash Management, Financial Analysis, Management, Valuation, Finance, Enterprise Risk..., Budgets, Strategic Planning, Mutual Funds, Employee Benefits, Governance, Negotiation, Process Improvement, Asset Management, Customer Service, Accounting, Financial Reporting, Leadership, Microsoft Excel, Relationship Management

Education
University of Iowa   1991 — 1994
Bachelor’s Degree, Finance, General

Experience
Keller William Realty  July 2013 - Present
Keller Williams Real Estate  January 2013 - July 2013
Lender's Residential Mortgage   September 2010 - April 2011
Primary Residential Mortgage, Inc  December 2009 - September 2010
Moncor, Inc.   May 2009 - November 2009
Clark Consulting   December 2008 - May 2009
Alliance Academy  2007 - 2009
Premier Management Services/Premier Real Estate Partners Group   August 2008 - December 2008
Mortgage Assistance Services of Texas   October 2006 - December 2008
Alliance Academy  February 2007 - October 2008

Skills
Mortgage Lending, Loans, Mortgage Banking, Compliance, Recruiting, Residential Mortgages, Strategic Planning, Real Estate, Loan Origination, Training, FHA, Management, Sales Management, Time Management, Public Speaking, Team Building, Credit, Refinance, Banking, Real Estate Financing, USDA, Mortgage Underwriting, FHA financing, First Time Home Buyers, Foreclosures, Investment Properties, Loan Servicing, VA loans, Real Estate Economics, Referrals, REO, Investors, Short Sales, Loss Mitigation, Construction Loans, Residential Homes, Sellers, Sales, Real Estate Transactions, Customer Service, Single Family Homes, Relocation, New Home Sales, Buyer Representation, Condos, Negotiation, Listings, Contract Negotiation

Education
Allied Schools   2012 — 2012
Real Estate Sales Certificate, Real Estate

University of North Texas   1993 — 1996
Elementary Education

Experience
Capital One Auto Finance  May 2014 - Present
Retreat Capital Management, Inc.   2012 - 2014
JPMorgan Chase, N.A.   2011 - 2012
Nationstar Mortgage  2010 - 2011
Clark Consulting   2008 - 2009
Avelo Mortgage  2006 - 2008

Skills
Quality Assurance, Analysis, Financial Services, Risk Management, Training, Vendor Management, Leadership, Finance, Business Analysis, Process Improvement, Portfolio Management

Education
University of North Texas   2003 — 2006
Bachelor's degree, Finance and Financial Management Services, 3.78

Experience
Ellen Clark and Associates   2013 - Present
Advantus Corp., Innovative Storage Designs Division   2010 - January 2013
Kohler Company  2007 - 2010
Innovative Storage Designs   2005 - 2007
Clark Consulting   2003 - 2005
Regis University  1998 - 2003
Junior Achievement, Inc.   1995 - 1998
Current Inc.  1994 - 1995
Black & Decker  1991 - 1993
Clorox  1988 - 1991

Skills
Product Marketing, Consumer Products, Marketing Strategy, Product Development, Marketing Management, Competitive Analysis, Marketing Communications, Market Planning, Product Launch, Brand Management, Customer Insight, Multi-channel Marketing, Marketing, Leadership, Management, Strategic Planning, Market Research, Creative Direction, Cross-functional Team..., Product Management, P&L Management, Retail, Sales

Education
University of Pennsylvania - The Wharton School   1986 — 1988
MBA, Marketing

UCLA   1978 — 1982
BA, Communications

Experience
Outpace Systems, Inc.   August 2013 - Present
Credera  September 2012 - August 2013
projekt202  November 2011 - September 2012
Fenway Group  April 2011 - November 2011
NTHEA/HESC   December 2010 - April 2011
CBRE  July 2010 - December 2010
Valtech  2006 - July 2010
Cypress Software Systems  April 2007 - October 2007
Clark Consulting   2004 - 2006
Score Entertainment   2002 - 2004

Skills
Architecture, Team Building, Agile Methodologies, Scrum, SDLC, Software Development, .NET, Agile Project Management, Microsoft SQL Server, ASP.NET, C#, Team Leadership, Enterprise Architecture, Mentoring, XML

Education
The University of Texas at Austin   1990 — 1995
BBA, Management Information Systems

Experience
JPMorgan Chase & Co.   November 2014 - Present
JPMorgan Chase & Co.   July 2011 - September 2014
JPMorgan Chase & Co.   March 2011 - July 2011
Clark Consulting   November 2008 - February 2011
Affiliated Computer Services (assigned to City of Carrollton)   July 1998 - November 2008
Federal Liaison Services   July 1996 - July 1998
Whataburger  June 1990 - July 1996

Skills
Software Documentation, SharePoint, Quality Assurance, SQL, Financial Analysis, Databases, Business Analysis, Use Case Analysis, Life Insurance, Decision Support, Requirements Gathering, Data Analysis, Oracle, SDLC, Visio, Process Improvement, Troubleshooting, Management, Testing, Microsoft Office, Analysis, Access, Business Requirements, Documentation, Information Technology

Education
Texas A&M University-Corpus Christi
Bachelor's Degree, Accounting, Highest Honors

Experience
Aon  December 2013 - Present
Stratford 360  February 2012 - December 2013
Stratford 360  December 2010 - February 2012
UnitedHealth Group  April 2009 - December 2010
Best Buy  May 2007 - February 2009
Clark Consulting   September 2004 - May 2007

Education
University of Minnesota - Carlson School of Management   1999 — 2003
Bachelor of Science (B.S.), Management Information Systems, General

Experience
Goodman Networks  April 2013 - Present
Godwin Lewis PC  February 2012 - March 2013
Clark Consulting   June 2008 - December 2011
Jani-King  August 2007 - May 2008
Northstar Communications Group  July 2004 - August 2007
Baron & Budd, P.C.   May 1995 - July 2004
Mobil Oil Corporation  June 1984 - May 1995

Skills
Auditing, Purchasing, Quality Management, Accounts Payable, Accounts Receivable, Accounting, General Ledger, Account Reconciliation, Financial Reporting, Financial Analysis, Process Improvement

Education
Eastfield College
Associate, Business Administration

Eastfield College

The University of Texas at Dallas

Experience
New York Life  February 2009 - Present
Clark Consulting   August 2000 - February 2009
Clark Consulting an AEGON company   2000 - 2009
MCG/Dulworth, Inc.   May 1996 - July 2000
US Navy  1989 - 1992

Skills
Life Insurance, Employee Benefits, Retirement, Series 6, 401k, Mutual Funds, Defined Benefit, Insurance

Education
University of Houston, C.T. Bauer College of Business   1993 — 1995

Kingwood High School

Experience
The Newport Group  April 2011 - Present
Clark Consulting an AEGON Company   June 2008 - March 2011
Andesa Services   October 2005 - June 2008
Clark Consulting   2002 - 2005
TD Ameritrade  1999 - 2001

Skills
Cross-functional Team..., Risk Management, Series 7, Business Analysis, Financial Services, Process Improvement, Employee Benefits, Relationship Management, Insurance, Life Insurance

Education
Texas A&M University   1995 — 1999
Bachelor of Business Administration (B.B.A.), Marketing

Westwood High School   1991 — 1995

Experience
FiduciaryVest, LLC  January 2005 - Present
Clark Consulting   2002 - 2004
Charter Medical  1981 - 1985

Skills
Mutual Funds, Asset Allocation, Alternative Investments, Financial Modeling, Asset Management, Fixed Income, Investment Strategies, Equities, Investments, Hedge Funds, Strategic Financial..., Investment Management, Equity Research, Defined Benefit

Education
University of North Carolina at Greensboro   1980 — 1982
MBA, Finance

University of Colorado Boulder   1966 — 1970

Experience
Experis  March 2010 - Present
Accenture  February 2004 - July 2009
Clark Consulting   July 2002 - January 2004
Accenture HR Services  July 2001 - June 2002
Avanade  June 2000 - July 2001
Andersen Consulting  August 1997 - June 2000

Skills
Employee Relations, Recruiting, Change Management, Human Resources, Management Consulting, Outsourcing, Workforce Planning, Vendor Management, Talent Acquisition, Employee Engagement, Applicant Tracking..., Strategy, Management, Leadership, Deferred Compensation, Performance Management, Project Management, Program Management, Mergers & Acquisitions, Talent Management, Organizational..., Personnel Management

Education
Texas Christian University
B.S.

Experience
Express Scripts  December 2007 - Present
Prime Therapeutics  March 2006 - December 2007
United Healthcare  November 2005 - March 2006
Clark Consulting   August 2003 - November 2005

Skills
Business Development, Business Planning, Cross-functional Team..., Data Analysis, Financial Analysis, Leadership, Negotiation, Pharmacy Benefit..., Pricing, Process Improvement, Project Management, Strategic Planning, Business Analysis, Competitive Analysis, Management, Managed Care, Microsoft Excel, Forecasting, Health Insurance

Education
University of Minnesota - Carlson School of Management   1999 — 2003
B.S.B., Finance, Int'l Business

Experience
RealPage, Inc.   March 2014 - Present
RealPage, Inc.   June 2013 - Present
RealPage, Inc.   June 2012 - June 2013
Clark Consulting   June 2008 - June 2012
Wasatch Advisors  October 2003 - June 2008

Skills
Asset Management, CRM, Financial Analysis, Analysis, PowerPoint, Sales, Forecasting, Management, Portfolio Management, Product Management, Finance, New Business Development, Business Development, Customer Service, Salesforce.com, Account Management, SaaS

Education
The University of Texas at Dallas   2009 — 2011
MBA

University of Utah   2001 — 2003

Experience
QCI Asset Management  October 2013 - Present
Burke Group  September 2011 - July 2013
First Niagara Benefits Consulting  September 2008 - April 2011
Paychex  November 2007 - August 2008
Fidelity Investments  October 2006 - November 2007
Clark Consulting   October 1999 - October 2006
T. Rowe Price  1996 - 1997

Skills
Employee Benefits, Mutual Funds, Series 63, Retirement, Pensions, Management, Employee Training

Education
State University of New York College at Brockport   1992 — 1994
Bachelor of Arts (BA), Business Administration and Management, General

Greece Arcadia

Experience
1st Global  September 2007 - Present
1st Global  2008 - 2012
Clark Consulting   October 2002 - September 2007

Skills
Life Insurance, Annuity Sales, Long Term Care Insurance, Term Life Insurance, Variable Annuities, Equity Indexed Annuities, Fixed Annuities, Universal Life, Whole Life, Variable Life, Asset Managment, Asset Allocation, Mutual Funds, ETFs, Portfolio Optimization, Wealth Management..., Retirement Planning, Investment Strategies, Insurance, Disability Insurance, Asset Management, Financial Services, Investments

Education
Texas Tech University   1994 — 1999
Bachelor's degree Management and Marketing, Marketing

Texas Tech University - Rawls College of Business   1994 — 1999
BBA, Marketing and Management

Experience
Smith Dunn & Co   January 2013 - Present
HD Vest Investment Services(SM)   March 2013 - Present
Clark Consulting   June 2008 - December 2012
Clark Consulting   May 2007 - June 2008
Clark Consulting   June 2005 - May 2007
Darren K Smith CPA, PC   November 2001 - December 2005
Clark Consulting   July 2004 - June 2005
Serco Company, A Division of SPX Corporation   October 2000 - November 2001
Clark Consulting   August 1996 - October 2000
Texans Credit Union  July 1990 - August 1996

Skills
Executive Pay, Employee Benefits, Retirement, Financial Services, Retirement Planning, Insurance, Investments, Series 63, Accounting, Financial Analysis, 401k, Financial Modeling, Defined Benefit, Financial Reporting, Investment Strategies, Non-Qualified Deferred..., CPA, Life Insurance, Bookkeeping, Small Business, Executive Benefit..., Tax Preparation, Business Tax Planning, Personal Tax Planning, Series 6, Corporate Owned Life..., Part-Time CFO Services

Education
Texas State University
BBA, Accounting

Experience
Red Bull North America  June 2013 - Present
Red Bull Distribution Company  October 2011 - June 2013
Red Bull North America  August 2006 - October 2011
Gradient Corporation  July 2003 - July 2006
Clark Consulting   February 2001 - April 2003

Skills
Employee Benefits, Human Resources, Performance Management, Benefits Administration, HRIS, Talent Management, Talent Acquisition, Recruiting, Personnel Management, Succession Planning, Applicant Tracking..., Deferred Compensation, Employee Engagement, Employee Relations, Onboarding

Education
University of California, Irvine
B.A.

Experience
Clark Consulting   March 2001 - Present

Skills
Financial Services, 401k, Retirement, Employee Benefits, Executive Pay, Series 63, Project Management, Life Insurance, Financial Analysis, Defined Benefit

Education
University of Minnesota - Carlson School of Management   2003 — 2005
MBA, Finance

University of Minnesota-Twin Cities   1995 — 1999
Bachelor's, Economics

Experience
Clark Consulting   December 2002 - July 2008

Skills
Mutual Funds, Series 63, Retirement

Education
University of Minnesota Duluth   1993 — 1998
Bachelor of Business Administration, Finance & Organizational Management

Experience
Integrated Healthcare Strategies  1988 - 2008
Integrated Healthcare Strategies/Clark Consulting, LLC   1988 - 2008
Clark Consulting   1988 - 2008

Skills
Executive Pay, Insurance, Employee Benefits, Benefits Administration, Process Improvement, Incentive Programs, Employee Relations, Performance Management, Deferred Compensation, Human Resources, Team Building, Retirement, Succession Planning, Onboarding, Training, Employee Engagement, Leadership, Organizational..., Compensation & Benefit, Healthcare, Project Management, Talent Management, HRIS

Education
University of Minnesota-Twin Cities
BA, Anthropology

Experience
Xcel Energy  January 2010 - Present
Clark Consulting   October 2003 - November 2008
Holiday Stationstores  2001 - 2003
Holiday Companies  1995 - 2001
Target Stores  1993 - 1995
Target Stores  1991 - 1993
Target Stores  1988 - 1991

Education
University of St. Thomas - Opus College of Business   1992 — 1994
MBA, Finance

University of Minnesota - Carlson School of Management   1980 — 1984
B.Sc., Accounting

Experience
Clark Consulting   September 2002 - Present
Century Associates   September 1994 - September 2002
Career Consultants  July 1990 - September 1994

Education
University of Scranton   1985 — 1989
BS Management

Experience
Write On, Door County   April 2013 - Present
(N/A)   2009 - Present
Pixel Farm Interactive   2005 - Present
Cynthia Kraack & Associates   2000 - Present
Right Management  2000 - 2008
Jostens  1994 - 1999
Clark Consulting   1993 - 1994
Health Partners  1984 - 1993

Skills
Web Content, Organizational..., Creative Writing, Marketing Communications, Writing, Screenwriting, Press Releases, Publicity, Publications, Content Development, Internal Communications, Publishing, Strategic Planning, Creative Direction, Newsletters, Training, Books, Content Strategy, Copy Editing, Fiction, Editorial, Blogging, Editing, Brand Development, Proofreading, Freelance Writing, Social Media, Copywriting, Journalism, Strategic Communications, WordPress, E-Learning, Content Management

Education
University of Southern Maine   2008 — 2010
MFA, Creative Writing

University of Minnesota - Carlson School of Management
Masters, Industrial Relations and Career Counseling

Experience
Institutional Insurance Group LLC (IIG)   January 2011 - Present
Clark Consulting   January 2005 - January 2011
CIGNA  1994 - 2004

Skills
Employee Benefits, Deferred Compensation, COLI, BOLI, Banking, Marketing, Defined Benefit, Executive Pay, Insurance, 401k, Retirement, Pensions

Education
The University of Connecticut School of Business
Business Administration, Finance

Experience
Clark Consulting   May 1992 - February 2011
Clark Consulting   1992 - 2008

Education
The University of Texas at Austin
Master's, Accounting

University of Illinois at Urbana
Bachelor's

Experience
Lion Street  May 2013 - Present
Clark Consulting   October 1994 - December 2012

Skills
Investment Strategies, SEC filings, Underwriting, Business Planning, Sales Operations, Mutual Funds, Executive Management, Investments, Insurance, Financial Services, Retirement, Executive Pay, Risk Management, Life Insurance, Mergers & Acquisitions, Strategic Financial..., Employee Benefits, Series 6, Financial Analysis, Defined Benefit, Asset Management

Education
The University of Texas at Dallas   1983 — 1985
Bachelor of Science in Business Administration, Behavioral Sciences

Experience
Southwest Securities  April 2011 - Present
Clark Consulting   March 2005 - February 2011
Orange Leap   2002 - 2005
AIG American General  2000 - 2001
AIG American General  1997 - 2000

Education
Texas A&M University-Commerce

Experience
SunGard Consulting Services  April 2014 - Present
Texas Instruments  April 2012 - April 2014
Frito Lay  February 2010 - December 2011
Credit Solutions  February 2009 - August 2009
Clark Consulting   2006 - 2008
Experian Scorex  2004 - 2006
Williamson-Dickie Mfg. Co.   2003 - 2004

Skills
SQL, Analysis, Project Management, Team Leadership, Analytics, Business Analysis, Cross-functional Team..., Visio, Business Intelligence, Process Improvement, SharePoint, Product Development, Data Analysis, Project Planning, Microsoft Excel, VBA, Metrics, Python, C#, Requirements Gathering, Quality Assurance, Business Process..., Access, E-commerce, Competitive Analysis, Marketing Strategy, MDX, Software Documentation, Change Management, SDLC, Integration, Forecasting, Strategic Planning, CRM, Program Management, Team Building, Vendor Management, Market Research, Data Cubes, Microsoft Office, Mobile Devices, Sales, Account Management, Product Management, Product Marketing, Software Project..., Management, Leadership, Training

Education
Southern Methodist University - Cox School of Business   2014 — 2014
Graduate Business Analytics Certificate, Business Statistics

The University of Texas at Dallas   2008 — 2010
MS, Information Technology Management

Texas Christian University   1999 — 2003
BBA, Business Information Systems, Organizational Management

Experience
Small Business Accounting Solutions   October 2014 - Present
Northmarq Capital  July 2007 - October 2014
Clark Consulting   May 2001 - June 2007
Small Business Accounting Solutions   January 1993 - May 2001

Skills
Great Plains Software, Accounting, Management, Employee Training, Project Management, Small Business, Consulting, General Ledger, QuickBooks, Customer Service, Microsoft Word, Financial Analysis, PowerPoint, Microsoft Office, Financial Reporting, Microsoft Excel

Education
The University of North Dakota
Bachelor of Applied Science (B.A.Sc.), Accounting

Experience
First Command Financial Services  May 2013 - Present
First Command Financial Services  April 2012 - April 2013
Clark Consulting   September 2007 - December 2011
Morgan Keegan  May 2005 - September 2007

Skills
Microsoft Office Excel..., Series 63

Education
Texas Christian University - M.J. Neeley School of Business   2003 — 2005
Bachelors, Finance with a concentration in Real Estate

The University of Texas at Austin - The Red McCombs School of Business   2001 — 2002
Business

Experience
MullinTBG  September 2013 - Present
The Freeman Company  March 2013 - August 2013
Clark Consulting   2008 - 2011

Education
The University of Texas at Dallas   2006 — 2008
B.S., Finance

Experience
Christensen Farms  2006 - 2009
Clark Consulting   January 1998 - September 2004

Skills
MCP - Windows 2003, MCSE - Windows NT 4.0, CNA - Novell..., DNS, Active Directory, Servers, DHCP, Microsoft Exchange, Windows Server, Citrix, Firewalls, Hardware, Technical Support, Routers, Switches, VPN, IIS

Education
University of St. Thomas   2005 — 2009
Master of Business Administration (M.B.A.)

University of Minnesota-Morris   1990 — 1995
Bachelor of Arts (B.A.), Computer Science