CNA Trust
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CNA Trust Employees
Employee
Years
Job
Industry
Andre Fleener Andre Fleener's CNA Trust Experience February 2003 - July 2005
Job Compliance Analyst at AIG
Industry Financial Services
Experience
AIG January 2015 - Present
Aon Hewitt May 2014 - Present
American National Insurance June 2005 - May 2014
CNA Trust February 2003 - July 2005
AIG SunAmerica July 1999 - February 2003
Skills
Pension Administration, Retirement Planning, Pensions, Retirement, Defined Benefit, 401k, Fixed Annuities, Profit Sharing, Retirement Plan..., ERISA, Life Insurance, Insurance, Pension Funds, Employee Benefits, Investments
Education
Indiana University Bloomington 1995 — 1998
BBA, Finance
Soutwest Texas State - San Marcos Tx
AIG January 2015 - Present
Aon Hewitt May 2014 - Present
American National Insurance June 2005 - May 2014
CNA Trust February 2003 - July 2005
AIG SunAmerica July 1999 - February 2003
Skills
Pension Administration, Retirement Planning, Pensions, Retirement, Defined Benefit, 401k, Fixed Annuities, Profit Sharing, Retirement Plan..., ERISA, Life Insurance, Insurance, Pension Funds, Employee Benefits, Investments
Education
Indiana University Bloomington 1995 — 1998
BBA, Finance
Soutwest Texas State - San Marcos Tx
David Saboe David Saboe's CNA Trust Experience February 1998 - January 1999
Job Agile Coach | Business Analyst | Podcaster
Industry Financial Services
Experience
Mastering Business Analysis Podcast January 2015 - Present
A Fortune 200 Financial Services Company May 2012 - Present
HSBC November 2010 - December 2012
HSBC September 2006 - November 2010
Principal Financial Group February 1999 - March 2006
CNA Trust February 1998 - January 1999
Skills
Complex project..., Business Analyst, Manage teams, Coaching, Change Leadership, Presentation skills, Mentoring, Workshop Facilitation, Process Improvement, Project Management, Business Analysis, Change Management, Team Management, Complex Project..., PMO, Leadership, Management, Analysis, Business Intelligence, Product Management, Project Planning, Operations Management, Project Delivery, SDLC, Vendor Management, PMP
Education
Northern Illinois University 1987 — 1991
Bachelors, Economics
Mastering Business Analysis Podcast January 2015 - Present
A Fortune 200 Financial Services Company May 2012 - Present
HSBC November 2010 - December 2012
HSBC September 2006 - November 2010
Principal Financial Group February 1999 - March 2006
CNA Trust February 1998 - January 1999
Skills
Complex project..., Business Analyst, Manage teams, Coaching, Change Leadership, Presentation skills, Mentoring, Workshop Facilitation, Process Improvement, Project Management, Business Analysis, Change Management, Team Management, Complex Project..., PMO, Leadership, Management, Analysis, Business Intelligence, Product Management, Project Planning, Operations Management, Project Delivery, SDLC, Vendor Management, PMP
Education
Northern Illinois University 1987 — 1991
Bachelors, Economics
Craig Knutilla Craig Knutilla's CNA Trust Experience January 1998 - July 1998
Job Area Vice President Retirement Plan Consulting
Industry Financial Services
Experience
Arthur J. Gallagher July 2005 - Present
Principal Financial Group May 2001 - August 2005
Minnesota Life May 1999 - May 2001
CNA Trust January 1998 - July 1998
Fort Dearborn Life February 1993 - December 1997
Skills
Investments, Mutual Funds, Retirement Planning, Pensions, Retirement, Employee Benefits, 401k, Defined Benefit, Defined Contribution, ERISA, Retirement Plan..., Series 6, Qualified Retirement..., Series 7, Series 63
Education
Northern Illinois University 1989 — 1992
B.S., Finance, Economics
Arthur J. Gallagher July 2005 - Present
Principal Financial Group May 2001 - August 2005
Minnesota Life May 1999 - May 2001
CNA Trust January 1998 - July 1998
Fort Dearborn Life February 1993 - December 1997
Skills
Investments, Mutual Funds, Retirement Planning, Pensions, Retirement, Employee Benefits, 401k, Defined Benefit, Defined Contribution, ERISA, Retirement Plan..., Series 6, Qualified Retirement..., Series 7, Series 63
Education
Northern Illinois University 1989 — 1992
B.S., Finance, Economics
Liza Gazmen Liza Gazmen's CNA Trust Experience March 2001 - December 2001
Job Creative and logical Technology Professional with specialties in risk management and documentation
Industry Financial Services
Experience
South Orange County APA September 2006 - Present
Advanced Sterilization Products October 2010 - August 2011
WaMu/JP Morgan Chase November 2006 - March 2009
WaMu May 2003 - October 2006
WaMu April 2002 - April 2003
CNA Trust March 2001 - December 2001
Save.com, LLC August 2000 - February 2001
Benefit Plan Systems Corporation December 1994 - May 2000
Skills
Business Continuity..., Project Management, SDLC, Program Management, Process Improvement, Software Documentation, Security, Governance, Management, Analysis, Quality Assurance, Risk Assessment, Vendor Management, Testing, IT Strategy, Disaster Recovery, Information Security, Risk Management, Sarbanes-Oxley Act, IT Audit, ITIL, Troubleshooting, Integration, Visio, IT Management, Business Intelligence, SharePoint, IT Operations, Business Analysis, Project Portfolio..., Business Process, PMO, Business Process..., IT Service Management, PMP, Requirements Analysis, Data Center, Technical Writing, Leadership
Education
University of California, Irvine 1993 — 1994
Graduate courses, Mathematics
University of Scranton 1989 — 1992
Bachelor of Science, Mathematics
South Orange County APA September 2006 - Present
Advanced Sterilization Products October 2010 - August 2011
WaMu/JP Morgan Chase November 2006 - March 2009
WaMu May 2003 - October 2006
WaMu April 2002 - April 2003
CNA Trust March 2001 - December 2001
Save.com, LLC August 2000 - February 2001
Benefit Plan Systems Corporation December 1994 - May 2000
Skills
Business Continuity..., Project Management, SDLC, Program Management, Process Improvement, Software Documentation, Security, Governance, Management, Analysis, Quality Assurance, Risk Assessment, Vendor Management, Testing, IT Strategy, Disaster Recovery, Information Security, Risk Management, Sarbanes-Oxley Act, IT Audit, ITIL, Troubleshooting, Integration, Visio, IT Management, Business Intelligence, SharePoint, IT Operations, Business Analysis, Project Portfolio..., Business Process, PMO, Business Process..., IT Service Management, PMP, Requirements Analysis, Data Center, Technical Writing, Leadership
Education
University of California, Irvine 1993 — 1994
Graduate courses, Mathematics
University of Scranton 1989 — 1992
Bachelor of Science, Mathematics
Frank Bruno Frank Bruno's CNA Trust Experience April 1997 - July 2004
Job Divisional Vice President at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group December 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - September 2014
Retirement Revolution February 2012 - September 2012
Union Bank January 2008 - February 2012
TruSource(A Union Bank Company) August 2004 - April 2008
CNA Trust April 1997 - July 2004
CIGNA Retirement Plan Services February 1995 - July 1997
Quailified Benefits, Inc. February 1993 - April 1994
The Manufacturers Life Insurance Company January 1985 - March 1992
Skills
Retirement, Retirement Planning, Investments, Financial Services, Financial Advisory, Sales, Sales Management, Defined Benefit, 401k, Mutual Funds, Series 63, Series 7, Wealth Management, Series 6, Asset Management, Insurance, Risk Management, Banking, Strategic Planning, Relationship Management, Strategic Financial..., Leadership, Life Insurance, Business Development, Management, Fixed Annuities, Investment Strategies, New Business Development, Portfolio Management, Employee Benefits, Asset Allocation, Pensions, Alternative Investments, Securities
Education
University of California, Los Angeles 1979 — 1984
Bachelor's Degree, History
MassMutual Financial Group December 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - September 2014
Retirement Revolution February 2012 - September 2012
Union Bank January 2008 - February 2012
TruSource(A Union Bank Company) August 2004 - April 2008
CNA Trust April 1997 - July 2004
CIGNA Retirement Plan Services February 1995 - July 1997
Quailified Benefits, Inc. February 1993 - April 1994
The Manufacturers Life Insurance Company January 1985 - March 1992
Skills
Retirement, Retirement Planning, Investments, Financial Services, Financial Advisory, Sales, Sales Management, Defined Benefit, 401k, Mutual Funds, Series 63, Series 7, Wealth Management, Series 6, Asset Management, Insurance, Risk Management, Banking, Strategic Planning, Relationship Management, Strategic Financial..., Leadership, Life Insurance, Business Development, Management, Fixed Annuities, Investment Strategies, New Business Development, Portfolio Management, Employee Benefits, Asset Allocation, Pensions, Alternative Investments, Securities
Education
University of California, Los Angeles 1979 — 1984
Bachelor's Degree, History
Karima Rajan Karima Rajan's CNA Trust Experience 2001 - 2002
Job Associate Consultant I at NCR Corporation
Industry Computer Software
Experience
NCR Corporation January 2014 - Present
Macy's October 2013 - October 2014
Lincoln Financial Group June 2012 - September 2012
Lincoln Financial Group February 2012 - August 2012
Amalgamated Life Insurance Company January 2010 - December 2011
Mutual of Omaha June 2009 - September 2010
Pacific Life October 2002 - February 2009
Pacific Life Insurance Company February 2003 - June 2006
pacific life insurance 2002 - 2006
cna trust 2001 - 2002
Skills
Financial Services, Insurance, Management, Customer Service, Fixed Annuities, Product Development, Research, Microsoft Office, Auditing, Sales, New Business Development, Mutual Funds, Finance, Investments, Leadership, Accounting, Health Insurance, Project Management, Policy, Microsoft Excel, Strategic Planning, Team Building, Risk Management, Teamwork, Analysis, Employee Benefits, Business Analysis, Financial Analysis
Education
Kean University 1990 — 1992
Bachelors, Social Work
Kean University 1988 — 1992
BSW, SOCIAL WORK
Middlesex County College 1985 — 1988
associates, liberal arts
Middlesex County College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
NCR Corporation January 2014 - Present
Macy's October 2013 - October 2014
Lincoln Financial Group June 2012 - September 2012
Lincoln Financial Group February 2012 - August 2012
Amalgamated Life Insurance Company January 2010 - December 2011
Mutual of Omaha June 2009 - September 2010
Pacific Life October 2002 - February 2009
Pacific Life Insurance Company February 2003 - June 2006
pacific life insurance 2002 - 2006
cna trust 2001 - 2002
Skills
Financial Services, Insurance, Management, Customer Service, Fixed Annuities, Product Development, Research, Microsoft Office, Auditing, Sales, New Business Development, Mutual Funds, Finance, Investments, Leadership, Accounting, Health Insurance, Project Management, Policy, Microsoft Excel, Strategic Planning, Team Building, Risk Management, Teamwork, Analysis, Employee Benefits, Business Analysis, Financial Analysis
Education
Kean University 1990 — 1992
Bachelors, Social Work
Kean University 1988 — 1992
BSW, SOCIAL WORK
Middlesex County College 1985 — 1988
associates, liberal arts
Middlesex County College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Jeff Daly Jeff Daly's CNA Trust Experience September 2001 - November 2002
Job Director of Finance/CFO at Advent Companies
Industry Construction
Experience
Advent Companies August 2006 - Present
Kushner, Smith, Joanou & Gregson, LLP December 2002 - August 2006
CNA Trust September 2001 - November 2002
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Financial Analysis, Financial Accounting, CPA, GAAP, Financial Modeling, Revenue Recognition, Percentage of Completion, Financial Statements, US GAAP, General Ledger, Finance, Sarbanes-Oxley Act
Education
California State University-Fullerton - College of Business and Economics 2001 — 2003
Bachelor of Arts (B.A.), Business Administration - Accounting
Saddleback College 2000 — 2001
Associate of Arts (A.A.), Spanish Language and Literature
Advent Companies August 2006 - Present
Kushner, Smith, Joanou & Gregson, LLP December 2002 - August 2006
CNA Trust September 2001 - November 2002
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Financial Analysis, Financial Accounting, CPA, GAAP, Financial Modeling, Revenue Recognition, Percentage of Completion, Financial Statements, US GAAP, General Ledger, Finance, Sarbanes-Oxley Act
Education
California State University-Fullerton - College of Business and Economics 2001 — 2003
Bachelor of Arts (B.A.), Business Administration - Accounting
Saddleback College 2000 — 2001
Associate of Arts (A.A.), Spanish Language and Literature
Denise Otero Denise Otero's CNA Trust Experience 2002 - 2004
Job Associate Manager of Benefits at World Kitchen, LLC
Industry Consumer Goods
Experience
Mondi Group September 2014 - Present
World Kitchen LLC March 2010 - August 2014
Graphic Packaging International May 2007 - November 2009
Altivity Packaging, LLC May 2007 - September 2008
Hunter Benefits Consulting Group, Inc. 2004 - 2004
CNA Trust 2002 - 2004
Ameritech Corporation 1997 - 2000
Hessel & Associates, L.L.C. July 1985 - September 1997
Skills
Employee Benefits, Human Resources, Personnel Management, Management, Leadership, Pensions, Outsourcing, Retirement, Benefits Administration, FMLA, Process Improvement, Deferred Compensation, HRIS, Onboarding, Executive Pay, Defined Benefit, ERISA, Employee Relations, Labor Relations, Payroll, ADP Payroll, Continuous Improvement, 401k
Education
Northeastern Illinois University 1995 — 2002
Bachelor's degree, Management
College of Lake County
Associate's degree
Mondi Group September 2014 - Present
World Kitchen LLC March 2010 - August 2014
Graphic Packaging International May 2007 - November 2009
Altivity Packaging, LLC May 2007 - September 2008
Hunter Benefits Consulting Group, Inc. 2004 - 2004
CNA Trust 2002 - 2004
Ameritech Corporation 1997 - 2000
Hessel & Associates, L.L.C. July 1985 - September 1997
Skills
Employee Benefits, Human Resources, Personnel Management, Management, Leadership, Pensions, Outsourcing, Retirement, Benefits Administration, FMLA, Process Improvement, Deferred Compensation, HRIS, Onboarding, Executive Pay, Defined Benefit, ERISA, Employee Relations, Labor Relations, Payroll, ADP Payroll, Continuous Improvement, 401k
Education
Northeastern Illinois University 1995 — 2002
Bachelor's degree, Management
College of Lake County
Associate's degree
Susan Hermeston Susan Hermeston's CNA Trust Experience March 2000 - August 2004
Job Project Manager
Industry Human Resources
Experience
Aon Hewitt 2004 - Present
Hewitt Associates September 2004 - October 2009
CNA Trust March 2000 - August 2004
Skills
Benefits Administration, System Administration, Project Management, Pensions, Management, Process Improvement, Vendor Management, Talent Management, CRM, Leadership, Business Process..., Consulting, Employee Benefits, Performance Management, Quality Assurance, Requirements Analysis, Requirements Gathering
Education
University of California, Irvine 1988 — 1993
BS, Applied Ecology
Aon Hewitt 2004 - Present
Hewitt Associates September 2004 - October 2009
CNA Trust March 2000 - August 2004
Skills
Benefits Administration, System Administration, Project Management, Pensions, Management, Process Improvement, Vendor Management, Talent Management, CRM, Leadership, Business Process..., Consulting, Employee Benefits, Performance Management, Quality Assurance, Requirements Analysis, Requirements Gathering
Education
University of California, Irvine 1988 — 1993
BS, Applied Ecology
Tonya Poppen's CNA Trust Experience July 2002 - August 2003
Job Director of Outreach Ministries at Cornerstone Family Church (formerly First Baptist Church of Byron)
Industry Nonprofit Organization Management
Experience
Cornerstone Family Church (formerly First Baptist Church of Byron) April 2013 - Present
Cornerstone Family Church (formerly First Baptist Church of Byron) April 2013 - Present
The Pension Specialists, Ltd. October 2014 - January 2015
Operation Mom September 2007 - January 2014
Northern IL Area Women's Ministry October 2012 - October 2013
The Pension Specialists, Ltd. September 2011 - February 2012
Creative Memories September 2004 - December 2007
CNA Trust July 2002 - August 2003
Administrative Management Group (now Lincoln Financial) September 2000 - January 2002
RSM McGladrey September 1997 - September 2000
Skills
Retirement Planning, Retirement, Customer Service, Accounting, Strategic Planning, Public Speaking, Microsoft Office, Nonprofits, Team Building, Event Planning, Fundraising, Volunteer Management, Event Management, Public Relations, Community Outreach, Leadership
Education
Rock Valley College 2007 — 2009
Associate of Arts (A.A.), Business and accounting electives, 4.0/4.0
Lewis-Clark State College 1988 — 1989
Cornerstone Family Church (formerly First Baptist Church of Byron) April 2013 - Present
Cornerstone Family Church (formerly First Baptist Church of Byron) April 2013 - Present
The Pension Specialists, Ltd. October 2014 - January 2015
Operation Mom September 2007 - January 2014
Northern IL Area Women's Ministry October 2012 - October 2013
The Pension Specialists, Ltd. September 2011 - February 2012
Creative Memories September 2004 - December 2007
CNA Trust July 2002 - August 2003
Administrative Management Group (now Lincoln Financial) September 2000 - January 2002
RSM McGladrey September 1997 - September 2000
Skills
Retirement Planning, Retirement, Customer Service, Accounting, Strategic Planning, Public Speaking, Microsoft Office, Nonprofits, Team Building, Event Planning, Fundraising, Volunteer Management, Event Management, Public Relations, Community Outreach, Leadership
Education
Rock Valley College 2007 — 2009
Associate of Arts (A.A.), Business and accounting electives, 4.0/4.0
Lewis-Clark State College 1988 — 1989
Amanda Bettencourt Amanda Bettencourt's CNA Trust Experience June 2002 - June 2004
Job Finance Manager at Time Warner Cable Media
Industry Accounting
Experience
Time Warner Cable Media September 2009 - Present
Time Warner Cable Media Sales March 2006 - September 2009
CB Richard Ellis June 2004 - March 2006
CNA Trust June 2002 - June 2004
Education
California State University-Long Beach - College of Business Administration
BS, Accounting & Finance
Time Warner Cable Media September 2009 - Present
Time Warner Cable Media Sales March 2006 - September 2009
CB Richard Ellis June 2004 - March 2006
CNA Trust June 2002 - June 2004
Education
California State University-Long Beach - College of Business Administration
BS, Accounting & Finance
Eric Frei, CMT's CNA Trust Experience 1997 - 1999
Job
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group April 2011 - Present
Huntington State Beach June 1991 - Present
Macquarie Bank December 2007 - April 2011
Allegiance Capital January 2001 - December 2007
Allegiance Capital July 1999 - December 2001
CNA Trust 1997 - 1999
Bruno Mack and Barclay 1995 - 1996
Skills
Fixed Income, Bonds, Trading, Portfolio Management, Technical Analysis, Capital Markets, Bloomberg, Mutual Funds, Electronic Trading, Investments, Commodity, Financial Markets, Risk Management, Equities
Education
University of California, San Diego 1993 — 1996
Management Science Minor Engineering Mechanics, Quantitative Economics
CMTi
Delaware Investments, a member of the Macquarie Group April 2011 - Present
Huntington State Beach June 1991 - Present
Macquarie Bank December 2007 - April 2011
Allegiance Capital January 2001 - December 2007
Allegiance Capital July 1999 - December 2001
CNA Trust 1997 - 1999
Bruno Mack and Barclay 1995 - 1996
Skills
Fixed Income, Bonds, Trading, Portfolio Management, Technical Analysis, Capital Markets, Bloomberg, Mutual Funds, Electronic Trading, Investments, Commodity, Financial Markets, Risk Management, Equities
Education
University of California, San Diego 1993 — 1996
Management Science Minor Engineering Mechanics, Quantitative Economics
CMTi
James Lanzilloti's CNA Trust Experience 1998 - 2003
Job Software Developer at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial June 2012 - Present
Manderson, Schafer & McKinlay LLC May 2011 - April 2012
Fremont Investment & Loan February 2004 - May 2011
CNA Trust 1998 - 2003
Skills
Technical Support, Disaster Recovery, Process Improvement, Vendor Management, SharePoint, SDLC, Software Development, Technical Documentation
Education
University of California, Irvine 1993 — 1999
BS, Biological Sciences, Economics
LPL Financial June 2012 - Present
Manderson, Schafer & McKinlay LLC May 2011 - April 2012
Fremont Investment & Loan February 2004 - May 2011
CNA Trust 1998 - 2003
Skills
Technical Support, Disaster Recovery, Process Improvement, Vendor Management, SharePoint, SDLC, Software Development, Technical Documentation
Education
University of California, Irvine 1993 — 1999
BS, Biological Sciences, Economics
Tony Sora's CNA Trust Experience February 2003 - August 2004
Job Technology Consultant at Vertical Management Systems, Inc.
Industry Financial Services
Experience
Vertical Management Systems, Inc. March 2014 - Present
Prudential Financial August 2010 - July 2012
Prudential Financial January 2009 - August 2010
Union Bank of California August 2004 - December 2008
CNA Trust February 2003 - August 2004
CNA Trust September 1998 - February 2003
Skills
Process Improvement, Operations Management, Strategic Planning, Insurance, Customer Relations, Banking, Change Management, Workflow, Business Architecture, P&L Management, Budgetary Management, Managerial Finance, Strategic Financial..., Start-ups, Budgets, Financial Planning, Finance, Mergers & Acquisitions, Cross-functional Team..., Employee Benefits
Education
Northeastern Illinois University
Bachelor of Science (BS), Accounting
Vertical Management Systems, Inc. March 2014 - Present
Prudential Financial August 2010 - July 2012
Prudential Financial January 2009 - August 2010
Union Bank of California August 2004 - December 2008
CNA Trust February 2003 - August 2004
CNA Trust September 1998 - February 2003
Skills
Process Improvement, Operations Management, Strategic Planning, Insurance, Customer Relations, Banking, Change Management, Workflow, Business Architecture, P&L Management, Budgetary Management, Managerial Finance, Strategic Financial..., Start-ups, Budgets, Financial Planning, Finance, Mergers & Acquisitions, Cross-functional Team..., Employee Benefits
Education
Northeastern Illinois University
Bachelor of Science (BS), Accounting
Panfilo Costantini's CNA Trust Experience 2001 - 2004
Job 401(k) Consultant at Sequoia Consulting Group
Industry Investment Management
Experience
Sequoia Consulting Group - www.Sequoia.com December 2013 - Present
ADP January 2011 - December 2012
Union Bank 2004 - 2010
CNA Trust 2001 - 2004
Trust Consultants 1987 - 2000
Education
San Francisco State University 1979 — 1984
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Sequoia Consulting Group - www.Sequoia.com December 2013 - Present
ADP January 2011 - December 2012
Union Bank 2004 - 2010
CNA Trust 2001 - 2004
Trust Consultants 1987 - 2000
Education
San Francisco State University 1979 — 1984
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
David H. Nguyen's CNA Trust Experience 2000 - 2003
Job
Industry Internet
Experience
Merrill Lynch Pierce Fenner & Smith January 2012 - Present
Edward Jones 2008 - 2009
Alliance Bancorp 2004 - 2008
New Century Mortgage 2002 - 2004
CNA Trust 2000 - 2003
Skills
Financial Services, Retirement, Investments, Loans, Finance, Mortgage Banking, Banking, Sales, Credit, Mortgage Lending, Financial Planning, Retirement Planning, Portfolio Management, Loan Origination, Strategic Planning, Customer Service, Asset Management, Leadership
Education
California Lutheran University
BS, Business Administration
Merrill Lynch Pierce Fenner & Smith January 2012 - Present
Edward Jones 2008 - 2009
Alliance Bancorp 2004 - 2008
New Century Mortgage 2002 - 2004
CNA Trust 2000 - 2003
Skills
Financial Services, Retirement, Investments, Loans, Finance, Mortgage Banking, Banking, Sales, Credit, Mortgage Lending, Financial Planning, Retirement Planning, Portfolio Management, Loan Origination, Strategic Planning, Customer Service, Asset Management, Leadership
Education
California Lutheran University
BS, Business Administration
Jennifer Caynan's CNA Trust Experience April 2003 - May 2004
Job Sales Director, Red Tricycle
Industry Online Media
Experience
Red Tricycle July 2015 - Present
Red Tricycle May 2015 - June 2015
LivingSocial February 2013 - April 2015
LivingSocial July 2012 - January 2013
LivingSocial May 2010 - June 2012
Red Tricycle October 2009 - May 2010
Psychology Today Magazine October 2005 - March 2008
Condé Nast Publications May 2004 - October 2005
CNA Trust April 2003 - May 2004
McGraw-Hill Higher Education Group June 2001 - March 2003
Skills
Online Advertising, Salesforce.com, Advertising, Strategic Partnerships, Marketing, Strategy, Business Development, Market Research, Competitive Analysis, Sales, Sales Operations, Digital Marketing
Education
San Francisco State University: College of Extended Learning 2010 — 2010
Integrated Marketing Courses
University of California, Berkeley 1995 — 1999
BA, History
Red Tricycle July 2015 - Present
Red Tricycle May 2015 - June 2015
LivingSocial February 2013 - April 2015
LivingSocial July 2012 - January 2013
LivingSocial May 2010 - June 2012
Red Tricycle October 2009 - May 2010
Psychology Today Magazine October 2005 - March 2008
Condé Nast Publications May 2004 - October 2005
CNA Trust April 2003 - May 2004
McGraw-Hill Higher Education Group June 2001 - March 2003
Skills
Online Advertising, Salesforce.com, Advertising, Strategic Partnerships, Marketing, Strategy, Business Development, Market Research, Competitive Analysis, Sales, Sales Operations, Digital Marketing
Education
San Francisco State University: College of Extended Learning 2010 — 2010
Integrated Marketing Courses
University of California, Berkeley 1995 — 1999
BA, History
Ben Farias's CNA Trust Experience August 1996 - June 1999
Job Vice President, Compliance Officer at Citizens 1st Bank
Industry Banking
Experience
Citizens 1st Bank August 2014 - Present
California Business Bank November 2013 - August 2014
Wedbush Bank September 2011 - November 2013
Town & Country Bank January 2011 - September 2011
Deloitte August 2010 - January 2011
Sun West Bank February 2007 - August 2010
California United Bank` February 2006 - February 2007
Banamex USA September 2000 - February 2006
Pacific Mercantile Bank June 1999 - June 2000
CNA Trust August 1996 - June 1999
Skills
Banking, Commercial Banking, Credit Analysis, Loans, Credit, Commercial Lending, Risk Management, Mortgage Lending, Compliance, Consumer Lending, Retail Banking, AML, Small Business Lending, Portfolio Management, Underwriting, Cash Management, Credit Risk, Loan Origination, Treasury Management, Financial Risk, Commercial Mortgages, Lines Of Credit, Operational Risk, Financial Institutions, Private Banking, Financial Services, KYC, Investments, Asset Based Lending, Mortgage Banking, OFAC, Relationship Management, Operational Risk..., Financial Structuring, Structured Finance, USA PATRIOT Act, SBA, Capital Markets, Internet Banking, Financial Analysis, Enterprise Risk..., Corporate Finance, Credit Cards, Finance, Securities, Trade Finance, Branch Management, Anti Money Laundering
Education
University of San Diego 1970 — 1974
BS, Business Administration
Citizens 1st Bank August 2014 - Present
California Business Bank November 2013 - August 2014
Wedbush Bank September 2011 - November 2013
Town & Country Bank January 2011 - September 2011
Deloitte August 2010 - January 2011
Sun West Bank February 2007 - August 2010
California United Bank` February 2006 - February 2007
Banamex USA September 2000 - February 2006
Pacific Mercantile Bank June 1999 - June 2000
CNA Trust August 1996 - June 1999
Skills
Banking, Commercial Banking, Credit Analysis, Loans, Credit, Commercial Lending, Risk Management, Mortgage Lending, Compliance, Consumer Lending, Retail Banking, AML, Small Business Lending, Portfolio Management, Underwriting, Cash Management, Credit Risk, Loan Origination, Treasury Management, Financial Risk, Commercial Mortgages, Lines Of Credit, Operational Risk, Financial Institutions, Private Banking, Financial Services, KYC, Investments, Asset Based Lending, Mortgage Banking, OFAC, Relationship Management, Operational Risk..., Financial Structuring, Structured Finance, USA PATRIOT Act, SBA, Capital Markets, Internet Banking, Financial Analysis, Enterprise Risk..., Corporate Finance, Credit Cards, Finance, Securities, Trade Finance, Branch Management, Anti Money Laundering
Education
University of San Diego 1970 — 1974
BS, Business Administration
Ernie Hingco's CNA Trust Experience 1997 - 2000
Job Support Specialist
Industry Computer Networking
Experience
Core Digital Media January 2011 - Present
Experian InterActive Media 2011 - 2011
Union Bank of California 2005 - 2008
TruSource 2000 - 2007
CNA trust 1997 - 2000
Skills
System Administration, SQL, Databases, Disaster Recovery, Troubleshooting, Networking, Project Management, Help Desk Support, Unix
Education
University of California, Irvine
Bachelor of Science (BS), Computer and Information Sciences, General
Core Digital Media January 2011 - Present
Experian InterActive Media 2011 - 2011
Union Bank of California 2005 - 2008
TruSource 2000 - 2007
CNA trust 1997 - 2000
Skills
System Administration, SQL, Databases, Disaster Recovery, Troubleshooting, Networking, Project Management, Help Desk Support, Unix
Education
University of California, Irvine
Bachelor of Science (BS), Computer and Information Sciences, General
Ben Farias's CNA Trust Experience 1996 - 1999
Job Vice President, ComplianceRisk Management Officer at Town & Country Bank
Industry Banking
Experience
Town & Country Bank January 2011 - Present
Deloitte and Touche LLP August 2010 - January 2011
Sun West Bank February 2007 - August 2010
California United Bank February 2006 - February 2007
California Commerce Bank 2000 - 2006
Washington Mutual FSB September 2001 - May 2002
Pacific Mercantile Bank June 1999 - June 2000
CNA Trust 1996 - 1999
Sanwa Bank California May 1997 - May 1998
California State Banking Department 1980 - 1996
Education
University of San Diego 1970 — 1974
BS, Business Administration
Mater Dei High School 1966 — 1970
Town & Country Bank January 2011 - Present
Deloitte and Touche LLP August 2010 - January 2011
Sun West Bank February 2007 - August 2010
California United Bank February 2006 - February 2007
California Commerce Bank 2000 - 2006
Washington Mutual FSB September 2001 - May 2002
Pacific Mercantile Bank June 1999 - June 2000
CNA Trust 1996 - 1999
Sanwa Bank California May 1997 - May 1998
California State Banking Department 1980 - 1996
Education
University of San Diego 1970 — 1974
BS, Business Administration
Mater Dei High School 1966 — 1970
Jake Kuns's CNA Trust Experience 1997 - 1999
Job FHA and Certified Appraiser at Allstar Appraisal
Industry Real Estate
Experience
Allstar Appraisal 2003 - Present
PIMCO/State Street 1999 - 2004
CNA Trust 1997 - 1999
Education
University of California, San Diego 1993 — 1996
BA, Economics
.
Allstar Appraisal 2003 - Present
PIMCO/State Street 1999 - 2004
CNA Trust 1997 - 1999
Education
University of California, San Diego 1993 — 1996
BA, Economics
.
Sheryl Thomas's CNA Trust Experience 2003 - 2004
Job Accounting/Finance at Fujitsu Frontech N.A.
Industry Financial Services
Experience
Fujitsu Frontech N.A. April 2010 - Present
Union Bank of California 2004 - 2008
CNA Trust 2003 - 2004
CNA Trust 1999 - 2003
CNA Trust 1995 - 1999
CNA Trust 1995 - 1995
CNA Trust 1990 - 1995
CNA Trust 1986 - 1990
Skills
Relationship Management, Loans, Auditing, Leadership, Internal Controls, Employee Benefits, Retirement, Training, IRAs, Financial Risk, Health Savings Accounts, Process Improvement, Coaching, Mutual Funds, Customer Service, Retirement Planning, 401k, Retirement Plan..., Defined Benefit, Risk Management, Forecasting, Budgets, Financial Services, System Administration, Investments, Business Analysis, Mergers & Acquisitions, Cash Management, Financial Reporting, Asset Managment, Pensions, Insurance, Business, Qualified Retirement..., Vendor Management, Business Planning, Analysis, Benefits Administration, Payroll, Series 63, Banking, Financial Analysis, Accounting, Small Business, Defined Contribution, Financial Modeling, ERISA, Credit, Profit Sharing, Strategic Financial...
Education
Irvine College of Business 1985 — 1985
Certificate of Completion
Brigham Young University 1972 — 1973
General courses
Fujitsu Frontech N.A. April 2010 - Present
Union Bank of California 2004 - 2008
CNA Trust 2003 - 2004
CNA Trust 1999 - 2003
CNA Trust 1995 - 1999
CNA Trust 1995 - 1995
CNA Trust 1990 - 1995
CNA Trust 1986 - 1990
Skills
Relationship Management, Loans, Auditing, Leadership, Internal Controls, Employee Benefits, Retirement, Training, IRAs, Financial Risk, Health Savings Accounts, Process Improvement, Coaching, Mutual Funds, Customer Service, Retirement Planning, 401k, Retirement Plan..., Defined Benefit, Risk Management, Forecasting, Budgets, Financial Services, System Administration, Investments, Business Analysis, Mergers & Acquisitions, Cash Management, Financial Reporting, Asset Managment, Pensions, Insurance, Business, Qualified Retirement..., Vendor Management, Business Planning, Analysis, Benefits Administration, Payroll, Series 63, Banking, Financial Analysis, Accounting, Small Business, Defined Contribution, Financial Modeling, ERISA, Credit, Profit Sharing, Strategic Financial...
Education
Irvine College of Business 1985 — 1985
Certificate of Completion
Brigham Young University 1972 — 1973
General courses
Kim Cooley, CEBS, QKA, QPFC's CNA Trust Experience October 2001 - October 2003
Job System Director of Retirement Benefits at Baylor Scott & White Health
Industry Human Resources
Experience
Baylor Scott & White Health August 2014 - Present
Scott & White Healthcare January 2011 - July 2014
Prudential Financial May 2008 - September 2010
ADP TotalSource April 2005 - May 2008
KB Pension Services October 2003 - April 2005
CNA Trust October 2001 - October 2003
SunTrust Bank June 1994 - October 2001
Skills
Vendor Management, Leadership, Strategic Planning, Change Management, Project Management, Fiduciary Management, Operational Streamlining, Risk Management, Banking, 401k, Defined Benefit, Employee Benefits, Benefits Administration, Defined Contribution, Deferred Compensation, ERISA, Pensions, Retirement, Relationship Management, Series 6, Management, Strategy, Executive Pay, Personnel Management, Team Building, Business Planning, Retirement Planning, Coaching, Executive Management, Financial Analysis, Process Improvement, Investments
Education
University of Pennsylvania - The Wharton School 2004 — 2006
CEBS, RPA, CMS
Edinboro University of Pennsylvania 1972 — 1976
BS, Education, Speech & Hearing Therapy
Baylor Scott & White Health August 2014 - Present
Scott & White Healthcare January 2011 - July 2014
Prudential Financial May 2008 - September 2010
ADP TotalSource April 2005 - May 2008
KB Pension Services October 2003 - April 2005
CNA Trust October 2001 - October 2003
SunTrust Bank June 1994 - October 2001
Skills
Vendor Management, Leadership, Strategic Planning, Change Management, Project Management, Fiduciary Management, Operational Streamlining, Risk Management, Banking, 401k, Defined Benefit, Employee Benefits, Benefits Administration, Defined Contribution, Deferred Compensation, ERISA, Pensions, Retirement, Relationship Management, Series 6, Management, Strategy, Executive Pay, Personnel Management, Team Building, Business Planning, Retirement Planning, Coaching, Executive Management, Financial Analysis, Process Improvement, Investments
Education
University of Pennsylvania - The Wharton School 2004 — 2006
CEBS, RPA, CMS
Edinboro University of Pennsylvania 1972 — 1976
BS, Education, Speech & Hearing Therapy
Denise Lajoie's CNA Trust Experience 1991 - 2004
Job Retirement Plan Services/Horticulture and Landscape Design
Industry Financial Services
Experience
Valtoria Insurance & Financial Services, Inc. January 2011 - November 2011
Union Bank of California 2004 - November 2008
CNA Trust 1991 - 2004
Skills
Customer Relations, Employee Benefits, Retirement, Problem Solving, Valuation, Employee..., Mutual Funds, Customer Service, 401k, Retirement Planning, Pensions
Education
University of California, Los Angeles 1984 — 1987
BA, Economics
Saddleback College
Certificate, Horticulture and Landscape Design
Valtoria Insurance & Financial Services, Inc. January 2011 - November 2011
Union Bank of California 2004 - November 2008
CNA Trust 1991 - 2004
Skills
Customer Relations, Employee Benefits, Retirement, Problem Solving, Valuation, Employee..., Mutual Funds, Customer Service, 401k, Retirement Planning, Pensions
Education
University of California, Los Angeles 1984 — 1987
BA, Economics
Saddleback College
Certificate, Horticulture and Landscape Design
Bernard Malek's CNA Trust Experience 1996 - 2004
Job Owner, 5 Elements Spa & Wellness Center, Inc.
Industry Health, Wellness and Fitness
Experience
5 Elements Spa & Wellness Center, Inc. December 2005 - Present
CNA Trust 1996 - 2004
Education
University of California, Santa Cruz 1980 — 1984
BA, Economics
5 Elements Spa & Wellness Center, Inc. December 2005 - Present
CNA Trust 1996 - 2004
Education
University of California, Santa Cruz 1980 — 1984
BA, Economics
Kathleen DeHart's CNA Trust Experience 1994 - 2004
Job Financial Services / Human Resources Professional, retired
Industry Financial Services
Experience
Union Bank of California 2004 - 2008
CNA Trust 1994 - 2004
Continental Insurance 1992 - 1995
Skills
Employee Benefits, Benefits Administration, Human Resources, Vendor Management, Retirement, 401k, Onboarding, Applicant Tracking..., Employee Relations, Risk Management, Financial Services, Talent Acquisition, Banking, Microsoft Excel, Recruiting
Education
Stanford University 1972 — 1976
Bachelor of Arts, Communication
Santa Ana High School
Union Bank of California 2004 - 2008
CNA Trust 1994 - 2004
Continental Insurance 1992 - 1995
Skills
Employee Benefits, Benefits Administration, Human Resources, Vendor Management, Retirement, 401k, Onboarding, Applicant Tracking..., Employee Relations, Risk Management, Financial Services, Talent Acquisition, Banking, Microsoft Excel, Recruiting
Education
Stanford University 1972 — 1976
Bachelor of Arts, Communication
Santa Ana High School
Dianne Clark's CNA Trust Experience April 1988 - August 1993
Job Managing Director, 401(k) Advisors USA, Inc.
Industry Financial Services
Experience
401(k) Advisors USA January 2002 - Present
ING/ReliaStar September 1993 - December 2001
CNA Trust April 1988 - August 1993
Skills
Series 7, Series 65, Series 63, Retirement Planning, Investments, 401k, Investment Advisory, Asset Management, Securities, Mutual Funds
Education
University of Southern California 1974 — 1976
University of Redlands 1972 — 1974
401(k) Advisors USA January 2002 - Present
ING/ReliaStar September 1993 - December 2001
CNA Trust April 1988 - August 1993
Skills
Series 7, Series 65, Series 63, Retirement Planning, Investments, 401k, Investment Advisory, Asset Management, Securities, Mutual Funds
Education
University of Southern California 1974 — 1976
University of Redlands 1972 — 1974
Will Hurley, CEBS's CNA Trust Experience 1989 - 1995
Job Institutional Relationship Manager
Industry Financial Services
Experience
TIAA-CREF 2000 - Present
TPA Firm- Phenneger & Morgan 1997 - 2000
Wells Fargo 1995 - 1997
CNA Trust 1989 - 1995
Skills
Qualified Retirement..., Institutional Sales, Financial Services, 401k, Defined Benefit, ERISA, Mutual Funds, Series 63, Series 6, Series 7, Employee Benefits, Retirement Planning, Investments, Relationship Management, Profit Sharing
Education
University of California, Irvine 1988 — 1992
Bachelor of Arts (B.A.)
TIAA-CREF 2000 - Present
TPA Firm- Phenneger & Morgan 1997 - 2000
Wells Fargo 1995 - 1997
CNA Trust 1989 - 1995
Skills
Qualified Retirement..., Institutional Sales, Financial Services, 401k, Defined Benefit, ERISA, Mutual Funds, Series 63, Series 6, Series 7, Employee Benefits, Retirement Planning, Investments, Relationship Management, Profit Sharing
Education
University of California, Irvine 1988 — 1992
Bachelor of Arts (B.A.)
Brandi Fear's CNA Trust Experience 1999 - 2007
Job Vice President, Project Management at vWise
Industry
Experience
vWise, Inc. Sales Support & Marketing DirectorRetirement RevolutionApril 2012 - July 2015
Union Bank 2007 - 2012
CNA Trust 1999 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Banking, Leadership, 401k, Strategic Planning, Retirement, Risk Management, Mutual Funds, Sales Operations, Marketing, Management
Education
Arizona State University 1992 — 1995
Bachelor of Science (B.S.), Marketing
Glendale Community College 1990 — 1992
vWise, Inc. Sales Support & Marketing DirectorRetirement RevolutionApril 2012 - July 2015
Union Bank 2007 - 2012
CNA Trust 1999 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Banking, Leadership, 401k, Strategic Planning, Retirement, Risk Management, Mutual Funds, Sales Operations, Marketing, Management
Education
Arizona State University 1992 — 1995
Bachelor of Science (B.S.), Marketing
Glendale Community College 1990 — 1992
Frances Bicaldo PMP, PMI-ACP, CSM's CNA Trust Experience February 1998 - September 1998
Job Benefits Compliance IT Project Consultant
Industry Nonprofit Organization Management
Experience
NRECA August 2007 - Present
NRECA July 2007 - August 2009
Chesapeake Benefit Partners December 2004 - July 2007
Fifth Third Bank September 2000 - June 2002
Greenbaum & Ferentz, LLP June 1999 - August 2000
CNA Trust February 1998 - September 1998
Skills
Project Management, Project Planning, Strategic Planning, Change Management, Nonprofits, Management, Microsoft Office, Social Media, Event Management, Event Planning, Leadership, Team Leadership, Fundraising, VP of Public Relation..., OmniPlus, Retirement
Education
Suffolk University 2003 — 2004
International Relations, International Relations
California State University-Fullerton 1993 — 1997
Political Science, Public Administration
NRECA August 2007 - Present
NRECA July 2007 - August 2009
Chesapeake Benefit Partners December 2004 - July 2007
Fifth Third Bank September 2000 - June 2002
Greenbaum & Ferentz, LLP June 1999 - August 2000
CNA Trust February 1998 - September 1998
Skills
Project Management, Project Planning, Strategic Planning, Change Management, Nonprofits, Management, Microsoft Office, Social Media, Event Management, Event Planning, Leadership, Team Leadership, Fundraising, VP of Public Relation..., OmniPlus, Retirement
Education
Suffolk University 2003 — 2004
International Relations, International Relations
California State University-Fullerton 1993 — 1997
Political Science, Public Administration