CUNA Mutual
Headquarters: Madison, WI Founded: 1935 Key people: Bob Trunzo, President and CEO Subsidiaries: CUNA Mutual Group, MEMBERS Trust Company, Parent organization: CUNA Mutual Financial Group Inc.
CUNA Mutual List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CUNA Mutual. You can filter them based on skills, years of employment, job, education, department, and prior employment.
CUNA Mutual Salaries. You can even request information on how much does CUNA Mutual pay if you want to. Learn about salaries, pros and cons of working for CUNA Mutual directly from the past employees.
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56 CUNA Mutual employees in database. Find out everything there's to know about CUNA Mutual employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
CUNA Mutual Employees
Walmart eCommerce April 2015 - Present
COMSYS--Consultant January 2007 - Present
Allstate April 2010 - January 2015
Project Management Institute March 2013 - September 2013
American Express January 2009 - December 2010
CUNA Mutual January 2007 - December 2008
Phillip Morris/Altria, Kodak, GE and Continental General Tire January 1999 - January 2006
Skills
Project Management, CRM, Program Management, Marketing Strategy, Vendor Management, Strategic Planning, Customer Insight, Business Analysis, Leadership, Account Management, Strategy, New Business Development, Management, Marketing, Start-ups, Marketing Communications, B2B, Forecasting, Business Strategy, Product Development, Change Management, Enterprise Software, Cross-functional Team..., Competitive Analysis, Management Consulting, Project Planning, PMP, Analytics, Business Process..., Strategic Partnerships, Team Leadership, Process Improvement, Market Research, Six Sigma, SDLC, Consulting, Analysis
Education
Wharton School of Business 2014 — 2014
Certificate of Marketing, Marketing and Innovation
Birmingham-Southern College
MBA/MPPM, Business Administration, Finance, Marketing
SWBC March 2013 - Present
SWBC September 2006 - November 2012
CUNA Mutual 2000 - 2006
Skills
Mortgage Lending, Consumer Lending, Strategic Financial..., Loans, Finance, Strategy, Series 63, Investment Advisory, Health Insurance, Estate Planning, IRAs, Underwriting, Series 24, Loan Origination, Residential Mortgages, Financial Analysis, Small Business Lending, Small Business, Fixed Income, Commercial Lending, Mortgage Banking, Insurance, Financial Planning
Education
Miami Dade College
Associate of Arts (AA)
The American College
ChFC, CLU, Insurance / Investments
Ernst & Young, LLP July 2014 - Present
Ernst & Young, LLP January 2013 - Present
Clarion Associates, Inc. June 2008 - January 2013
CUNA Mutual 2007 - 2008
Skills
Real Estate, Valuation, Appraisals, Microsoft Office, Due Diligence, Financial Analysis, Market Analysis, Excel, Real Estate Economics
Education
University of Wisconsin-Madison - School of Business 2004 — 2008
BBA, Real Estate and Urban Land Economics
ESCP Europe 2007 — 2007
Waverly Economic Development June 2014 - Present
Waverly Area Economic Development December 2013 - June 2014
Waverly Area Economic Development December 2007 - December 2013
City of Waverly August 2003 - December 2007
CUNA Mutual October 1984 - August 2003
Skills
Public Speaking, Customer Service, Social Media, Public Relations, Marketing Communications, Community Outreach, Facebook, Nonprofits, Leadership, Community Development, Fundraising, Volunteer Management, Government, Press Releases, Policy, Economic Development, Media Relations, Grant Writing, Event Planning, Public Policy, Program Development, Organizational..., Local Government, Workforce Development
Education
Heartland Economic Development Course
Hawkeye Community College
AAS, Accounting
Wartburg College
Business Administration
Oelwein Community Schools
CUNA Mutual 1999 - 2014
CUNA Mutual Group 1993 - 1999
Skills
Process Improvement, Insurance, Training, Vendor Management, Risk Management, Strategic Planning, Customer Service, Leadership, Employee Benefits, Team Building, Coaching, Change Management, Program Management, Performance Management, Cross-functional Team..., Business Process...
Education
University of Northern Iowa 1981 — 1986
MBA
Wartburg College 1971 — 1975
BA, Mathematics & Accounting
Capital Cloud Solutions, LLC June 2013 - Present
Saggio Management Group, Inc. September 2010 - Present
Virtuale Success, Inc. January 2010 - Present
The Estep Group, LLC 2001 - 2010
CUNA Mutual 1996 - 2002
Aftech 2000 - 2001
Morris James LLP 2000 - 2001
American Spirit FCU 1996 - 2001
Westminster Presbyterian Church 1994 - 1995
Skills
Accountants, Tax Preparation, Cloud Computing, Financial Accounting, Financial Management, Accounting, Insurance, Compliance, Negotiation, Fundraising, Strategic Planning, Customer Relations, Financial Analysis, Budgeting, Financial Reporting, Administration, Investments, Non-profits, Microsoft Office, Business Planning, Credit, Start-ups, Auditing, Contract Negotiation, Forecasting, Audit, Online Marketing, Process Improvement, Restructuring, Analysis, Security, Team Building, Banking, Loans, Asset, P&L, Accounts Receivable, Payroll, Excel, Coaching, Construction, Public Speaking, Customer Service, Marketing Strategy, Operations Management, Account Management, Microsoft Excel, Small Business, Tax, Executive Management
Education
Wilmington College 2000 — 2001
Masters, Business Administration
Wilmington College 1999 — 2000
MBA, Business Administration
University of Delaware 1991 — 1994
Bachelor of Science, Accounting
ST. MARK'S 1986 — 1990
High School, High School
At Large Instructional DesignerAmgenFebruary 2009 - August 2009
CIGNA Healthcare October 2008 - February 2009
Genius LLC July 2008 - September 2008
British Petroleum April 2008 - June 2008
CUNA Mutual January 2008 - March 2008
Amgen March 2006 - January 2008
GMAC October 2005 - April 2006
Amgen Sales and Marketing April 2005 - November 2005
Pfizer August 2003 - November 2005
SAIC 1998 - 2003
Skills
Web Content, Business Analysis, Project Management, Grant Writing, Manufacturing, Online Help, Online Research, Biotechnology, Quality Assurance, Business Process Mapping, ERP, Journalism, Entertainment, Insurance, Petroleum, Publishing, Proofreading, Technical Writing, Literature, Books, Copy Editing, Software Documentation, Program Management, Poetry, Training, Editing, Creative Writing, Published Author, Content Strategy, Newsletters, Publications, Editorial, Copywriting, Content Development, Press Releases, Speech Writing, Content Management, Fiction, Instructional Design, Translation, Freelance Writing, Captivate, E-Learning, Feature Articles, Research, Blogging, Short Stories, Analysis, Magazine Articles, Non-fiction
Education
University of Southern California 1991 — 1993
Masters, Professional Writing
California State University-Long Beach 1989 — 1991
MA (ABT), English Literature
University of California, Berkeley 1989 — 1989
Semester Abroad in Paris, 1920's Literature
California State University-Long Beach 1986 — 1988
BA, English
Home November 2013 - Present
CUNA Mutual Group March 2010 - November 2013
CUNA Mutual April 2008 - March 2010
CUNA Mutual Group August 2006 - April 2008
CUNA Mutual Group March 2006 - August 2006
CUNA Mutual Group October 2003 - March 2006
CUNA Mutual Group August 2001 - October 2003
TEKsystems 2000 - 2001
Skills
Insurance, Process Improvement, Property & Casualty..., Business Analysis, Risk Management, Project Management, Change Management, Credit Unions, Strategic Planning, Team Leadership, Claim, Customer Service, General Insurance, Business Process..., Team Building, Cross-functional Team...
Education
Edgewood College 1995 — 1999
Bachelors, Business
None January 2015 - Present
CUNA Mutual November 2009 - December 2014
Marsh USA, Inc September 1993 - March 2009
Sedgwick of Florida April 1991 - August 1993
National Support Systems May 1989 - April 1991
Professional Liability Underwriting Managers November 1985 - May 1989
Warren & Sommer, Inc. July 1976 - November 1985
Insurance Company of North America April 1972 - July 1976
Skills
Contract Management, Insurance, Property & Casualty..., Underwriting, Commercial Insurance, Workers Compensation, Liability, Professional Liability, Brokers, Risk Management, Casualty, General Insurance, Commercial Lines, D&O
Education
Boston University 2003 — 2005
M.S., Insurance Management
Wake Forest University 1966 — 1970
B.S., Mathematics
OSM Handyman Services 2011 - Present
Employed 2011 - 2011
Combined Insurance/Colonial Life January 2009 - October 2010
WAMU Investments January 2006 - January 2009
CUNA Mutual May 2002 - December 2005
Northwestern Trust March 2001 - March 2002
Fisher Investments September 1999 - January 2001
AG Edwards April 1997 - September 1999
NWT Resources December 1990 - April 1997
Schaller Forest Products January 1976 - January 1990
Skills
Strategic Planning, Sales, Business Development, B2B, Contract Negotiation, Account Management, Team Building, Time Management, New Business Development, Management, Marketing, Salesforce.com, Customer Service, Sales Operations, CRM
Education
University of Portland 1970 — 1974
BA, Communications
CUNA Mutual September 1996 - Present
Skills
Strategic Planning, Team Building, Risk Management, Banking, Management, Sales, Sales Management, Insurance, Process Improvement, Sales Process, Account Management, Salesforce.com
Education
Le Moyne College 2001 — 2004
MBA, Leadership Focus
Rochester Institute of Technology
Bachelor of Science, Business/Managerial Economics
Perficient January 2015 - Present
Zeon Solutions March 2013 - December 2014
Zeon Solutions August 2009 - February 2013
Cuna Mutual 2007 - July 2011
PTG 1997 - 2007
Skills
eCommerce Consultancy, Project Budgeting, RFP Handling, Team Management, Oracle Endeca Business..., Web Based Solution..., Znode Ecommerce..., Insite eCommerce..., Mobify - Mobile..., Responsive design based..., Informatica PIM..., InRiver PIM consulting, Software Project..., Software Development, SDLC, Agile Methodologies, Agile Project Management, Requirements Analysis, Web Services, Scrum, WCF, Project Management, C#, ASP.NET, Testing, Oracle, Requirements Gathering, Microsoft SQL Server, Java Enterprise Edition, Web Applications, SQL, XML, UML, Mobile app development...
Education
Nagpur University 1993 — 1997
BE, computer
Gander Mountain June 2011 - Present
Gander Mountain July 2008 - June 2011
Gander Mountain April 2006 - July 2008
Gander Mountain May 2005 - April 2006
Target Corporation November 1995 - May 2005
Burlington Northern Santa Fe Railroad November 1993 - November 1995
Fortis October 1990 - November 1993
CUNA Mutual January 1988 - October 1990
Skills
Retail, Supply Chain, E-commerce, Inventory Management, Business Intelligence, Vendor Management, Team Leadership, Integration, Project Management, Management, Process Improvement, Business Analysis, ERP, IT Strategy, CRM, SDLC, Leadership, Program Management
Education
St. Cloud State University 1983 — 1987
BS
The George Washington University
Master Certificate
University of St. Thomas
Mini Master
Travelers October 2012 - Present
Personal Investment Portfolio 2005 - 2015
Travelers August 2008 - October 2012
CUNA Mutual February 2008 - July 2008
Skills
SAS, R, General Insurance, Actuarial Science, Mathematics, GLM, Predictive Modeling, Data Science, Data Mining
Education
UK Actuarial Profession 2008 — 2012
Actuarial
Penn State University 2003 — 2007
Masters, Physics
Trinity College, Dublin 1999 — 2003
BA, Theoretical physics
N/A - Retired Marketing Communications ManagerCreative Consulting, LLCSeptember 1988 - September 2013
Indiana University June 1979 - July 2004
GE Mortgage Insurance Company 1989 - 1993
The Design Group March 1986 - July 1987
Verex 1983 - 1986
CUNA Mutual 1981 - 1984
CUNA April 1981 - December 1981
Skills
▪ Brand Management, ▪ Strategic Planning, ▪ Team & Project..., Marketing Communications, Brand Development, Digital Marketing, Public Relations, Strategic Planning, Writing, Integrated Marketing, Direct Marketing, Marketing Management, Corporate Communications, Lead Generation, Marketing Strategy, Email Marketing, Market Planning, Social Media Marketing, Product Marketing, Trade Shows, Budget Management, Segmentation, Market Research, Online Marketing, B2B, Advertising, Competitive Analysis, Media Relations, Media Planning, Copywriting, Social Media, Strategic Partnerships, Market Analysis, Press Releases, Strategic Communications, Event Management, New Business Development, Event Planning, Internal Communications, Strategy Development, Cross-functional Team..., SEO, Analytics, Event Marketing, Promotions, Product Development, Product Management, Account Management, Web Analytics, B2B Marketing
Education
University of Wisconsin-Madison 1977 — 1991
BA, Journalism--Public Relations
Indiana University Bloomington 1981 — 1981
Italian language, art history, film, journalism
Top Rank.Media 2008 - Present
WSI Internet 2008 - 2013
CUNA Mutual 1998 - 2006
Skills
SEO, Online Marketing, Marketing, Online Advertising, Salesforce.com, Website Analytics, Business Development, Lead Generation, Marketing Strategy, Sales Management, Sales, Social Media, Sales Operations, Lead Nurturing, Video Production, Video Optimization, Video Syndication, Search Engine..., Online Video Platforms, Landing Page..., Solution Selling, Consultative Selling, Email Marketing, Word, Powerpoint, Project Management, Microsoft Office, Management, Strategic Planning, Social Media Marketing, Digital Marketing
Education
University of California, Santa Barbara
Bachelor of Arts, Political Science
Keller Williams Madison West September 2014 - Present
CUNA Mutual March 2014 - August 2014
Intertek November 2009 - January 2014
JWilliamsStaffing, Inc August 2005 - March 2009
Skills
Payroll, Human Resources, Accounts Payable, Account Reconciliation, Employee Benefits, Accounting, Microsoft Excel, Sop, Budgets, Microsoft Office, Billing Process, Customer Service, Administrative..., Administrative Office..., Forecasting, Pensions, Pension Administration, Pension Funds, Confidentiality
Education
Madison Area Technical College 2011 — 2013
Associate of Science (A.S.)
Orange Coast College 2005 — 2008
Siemens Industry US October 2011 - Present
Siemens August 2007 - September 2011
CUNA Mutual August 2006 - August 2007
Office Depot, Inc 1995 - 2006
Sheridan Nurseries Limited 1991 - 1995
Skills
Employee Relations, Change Management, Talent Acquisition, Talent Management, Workforce Planning
Education
Brock University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Human Resources Management
Blue Cross Blue Shield of SC thru Kelly Services January 2009 - Present
Kelly Services September 2008 - November 2008
Kelly Services November 2007 - August 2008
SCEC June 2006 - March 2007
SC Student Loan July 2002 - March 2006
Nelson Mullins June 2001 - July 2002
Cuna Mutual May 1997 - January 2001
Skills
Customer Service
Education
Madison Area Technical College 1995 — 1998
Associate, Computer Sciences
CUNA Mutual Group July 2012 - Present
CUNA Mutual June 2006 - July 2012
CUNA Mutual Group November 1991 - May 2006
Century Companies of America 1989 - 1991
Skills
Talent Management, Employee Relations, Human Resources, Onboarding, Performance Management, Succession Planning, Employee Engagement, Leadership Development, HR Policies, Leadership, Employee Benefits, Process Improvement, New Hire Orientations
Education
University of Northern Iowa
MA, Organization Communication
University of Northern Iowa
BA, Administrative Management
San Antonio College August 2010 - Present
Frost Bank November 2007 - December 2008
Frost National Bank November 2006 - December 2007
Cuna Mutual February 2006 - July 2006
Fort Knox Federal Credit Union August 2001 - December 2005
Fort Knox Federal Credit Union August 2001 - December 2005
Fashion Bug April 1999 - August 2001
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop
Education
San Antonio College 2009 — 2017
Associate of Liberal Arts, Emphasis in Kinesiology
Elizabethtown Community and Technical College 1996 — 1998
Elizabethtown Community College
San Antonio College
Nutrition/Kinesiology
St Philip's College
Culinary Arts, and general
Western Kentucky University Bowling
American Family Insurance February 2015 - Present
CUNA Mutual November 2007 - February 2015
For further information about my experience - please contact me. November 2007 - 2011
Skills
Event Planning, Lead Generation, Insurance, Process Improvement, Strategic Planning, Microsoft Office, Sales Management, Customer Service, Public Speaking, Social Media, Account Management, Team Building, Leadership, Marketing, Sales
Education
Kaplan University 2015 — 2015
Licensing class, Property and Casualty
Carroll University
BS, Organizational Communication
Madison Area Technical College
Certification, Web Design
Costco Wholesale October 2012 - Present
Freelance Writing & Video January 2006 - October 2012
Bruce Company & Glacier Landscape September 2007 - March 2012
ERDMAN 2006 - 2007
CUNA Mutual 2003 - 2006
CUNA Mutual 1999 - 2003
UW Health Marketing and Public Affairs 1992 - 1999
UW Paul Carbone Comprehensive Cancer Center 1992 - 1998
Joliet Junior College 1986 - 1992
Three Community Newspapers 1982 - 1986
Skills
Newsletters, Strategic Communications, Corporate Communications, Marketing, Marketing Communications, Media Relations, Editing, Press Releases, Copywriting, Publications, Internal Communications, Proposal Writing, Strategy, Journalism, Research, News Writing, Advertising, Web Content, Feature Writing, Speech Writing, Copy Editing, Event Planning, Publicity, Communication, Medical Writing, Magazine Writing, Ap Style, Content Management, Newspapers, Video Editing
Education
Eastern Illinois University
BA
Governors State University
Joliet Junior College
Kankakee Community College
Madison Area Technical College
Summit Financial Advisor April 2006 - Present
CUNA Mutual January 2003 - April 2006
CUNA Mutual 1988 - 2003
Skills
Customer Service, Insurance, Banking, Retirement Planning, Credit, Series 7, Fixed Annuities, Retirement, Investments, Financial Planning, Wealth Management, Mutual Funds
Education
Edgewood College 1993 — 1995
MBA, Business
Creighton University 1979 — 1983
BSBA, Finance
Minder Planning Group June 2009 - Present
Raymond James Financial March 2007 - November 2008
TIAA-CREF 2006 - 2007
cuna mutual 2005 - 2006
Fifth Third Bank 2004 - 2005
Charles Schwab February 1999 - March 2004
Skills
Retirement Planning, Estate Planning, Pensions, Financial Planning, Asset Management, Portfolio Management, Insurance Planning, Investments, Retirement, 401k, IRA's, Planning, Wealth Management, Asset Allocation, Investment Advisory, Financial Advice, Investment Strategies, Income Protection, Savings, Strategic Planning, Defined Benefit, Wealth Accumulation, Alternative Investments, Business Planning, Wealth Transfer, Retirement Income..., Mutual Funds, High Net Worth..., Financial Advisory, Wealth, Fixed Income, Term Life Insurance, IRAs, Strategic Financial..., Financial Services, Employee Benefits, Investment Management, Personal Finance
Education
Davenport University-Eastern Region 1991 — 1996
Bachelor of Business Administration, Management
Lake Superior State University 1990 — 1991
CUNA Mutual April 2012 - Present
Skills
Sales, Sales Management, Account Management, General Insurance, Marketing, Marketing Strategy, Direct Sales, Loans, Credit, Pricing, Customer Retention, Business Development, Business Planning, New Business Development, Sales Presentations, Underwriting, Team Building
Education
Franklin University 2008 — 2010
Franklin University
Bachelor of Applied Science (BASc), Accounting
TCT Federal Credit Union November 2008 - Present
Irv Hilts CU Consulting October 2008 - Present
CUNA Mutual May 1975 - May 2008
CUNA Mutual Group 1975 - May 2008
Skills
Strategic Planning, Sales, Credit Unions, Leadership, Banking, Business Development, Team Building
Education
State University of New York College at Buffalo 1971 — 1975
Business
CUNA Mutual Insurance Society August 2007 - Present
PENSCO Trust Company 2006 - 2007
American Airlines Federal Credit Union 2000 - 2006
Cuna Mutual 2000 - 2006
Bank One 1997 - 2000
Houston Casualty 1995 - 1996
Education
Texas Woman's University 2004 — 2005
MBA
New Mexico State University 1994 — 1994
BBA, Finance
University of Toledo 1990 — 1994
BBA, Finance
CUNA Mutual Group June 2012 - Present
IQNavigator, Inc. July 2009 - June 2012
CUNA Mutual June 2005 - July 2009
Skills
Vendor Management, Program Management, Process Improvement, Business Analysis, Business Process..., Cross-functional Team...
Education
University of Phoenix 2008 — 2011
Bachelors in Business Administration, Business
Kaplan University March 2012 - July 2014
ATI Career Training Center February 2011 - December 2011
Everest College August 2009 - November 2010
Corinthian Colleges August 2009 - November 2010
CUNA MUTUAL August 2007 - October 2008
Central Texas Youth Service Bureau May 2006 - March 2007
SPRINT October 2006 - February 2007
Family and Children's Clinic December 2003 - January 2005
Cardiothoracic Surgery of Savannah April 2000 - February 2002
Fitsimmions Army Medical Center October 1998 - January 2000
Skills
Staff Development, Adult Education, Curriculum Design, Teaching, Student Affairs, Educational Leadership, Distance Learning, Retaining Customers, E-Learning, Public Speaking, Classroom, Instructional Design, Leadership Development, Program Development, Coaching, Accreditation, Student Development, Research, Enrollment Management
Education
Central Texas College 2004 — 2007
Social Work
Savannah State University 1993 — 1998
BBA, Management Marketing
Parks College 1996 — 1997
Medical
Fort Knox High School
CUNA Mutual Chief Business OfficerTexas Credit Union League2002 - 2006
O'Rourke Sacher & Moulton 2000 - 2002
Education
Colorado State University
Cuna Mutual MemfsCUNA Mutual Group1990 - 2009
Education
Minnesota State University, Mankato
Fleishman Benefit Consultants August 2013 - Present
Aetna January 2011 - July 2013
CUNA Mutual November 2007 - September 2010
CIGNA Healthcare January 2006 - September 2007
UnitedHealthcare January 2004 - January 2006
CIGNA Healthcare May 2000 - January 2004
First Health February 1995 - May 2000
Skills
New Business Development, Insurance, Employee Benefits, Sales Management, Sales Process, Sales, Sales Operations, Healthcare, Disability Insurance, Underwriting, Health Savings Accounts, Health Insurance, Leadership, Management, Managed Care, Executive Management, Self-funded
Education
East Carolina University
BS, Industrial Technology; Technical Sales and Services
CUNA mutual 2006 - 2006
Education
University of Madras 1999 — 2003
CUNA Mutual Group April 2008 - Present
CUNA Mutual 1997 - 2008
Skills
Annuities, Product Management, Competitive Analysis, Product Development, Microsoft Excel, Databases, Product Design, Pricing Analysis, MBA
Education
University of Northern Iowa 2006 — 2009
MBA, Business
University of Northern Iowa 1993 — 1997
Bachelor's degree, Finance, General
Wapsie Valley High School 1989 — 1993
GED
In Business Magazine 2008 - Present
McGraw-Hill 2008 - Present
UW-Madison Executive Education 2004 - Present
UW Graduate School of Business; Executive Education 2001 - Present
Barry Callen 1993 - Present
CUNA MUTUAL 2013 - 2013
Hiebing 1993 - 2007
LOIS USA, Chicago 1991 - 1993
LINTAS Long Haymes & Carr Marketing & Advertising 1989 - 1991
Ogilvy & Mather 1987 - 1989
Skills
Advertising, Public Speaking, Marketing Communications, Copywriting, Marketing Strategy, Marketing, Publishing, Social Media, Creative Direction, Editing, Strategy, Social Media Marketing, Internal Communications, Brochures, Management, Email Marketing, SEO, Strategic Communications, Training, Press Releases, Public Relations, Newsletters, Magazines, Copy Editing, Blogging, Social Networking, Online Marketing
Education
Miami University 1972 — 1976
B.F.A., Painting, Sculpture, Pre-law, Debate
Hodges Regulatory Compliance July 2014 - Present
SSA Marine June 2011 - July 2014
Wells Fargo Advisors, LLC 2007 - March 2011
CUNA Mutual September 2009 - 2010
Jackson Hewitt Tax Service October 2002 - July 2006
Petro Stopping Centers 1999 - 2002
Love's Travel Stops 1997 - 1998
Skills
Training
Education
Texas Tech University 1990 — 1994
BA, History
Angelo State University 1989 — 1990
None, Undecided
West Texas A&M University 1988 — 1989
None, Undecided
CUNA Mutual Group 2000 - Present
CUNA Mutual 1995 - 2000
M&I Bank 1987 - 1995
Education
Rock Valley College 1981 — 1983
Associates in Applied Science, Business Administration
Pecatonica High School 1978 — 1981
CUNA Mutual July 2006 - Present
Blue Cross Blue Shield September 1999 - July 2006
Blue Cross Blue Shield June 1996 - August 1999
Country North, Inc June 1993 - June 1996
Skills
Management, Budgets, Training, Change Management, Business Analysis, Process Improvement, Employee Training, Talent Management, Staff Development, Insurance, Coaching, Instructional Design, Forecasting, Team Leadership, Analysis, Strategic Planning, Call Centers, Captivate, Resource Management, Needs Analysis, Performance Consulting, Sales, Project Planning, Sales Process
Education
Illinois State University
MBA
Northern Illinois University
BS
The Edgewater August 2014 - Present
First Supply LLC November 2012 - August 2014
Madison Media Institute September 2009 - December 2012
Cuna Mutual 2007 - 2009
Ho-Chunk Casino October 2006 - May 2007
International Game Technology 2001 - 2003
Arthur Andersen, LLP 1999 - 2001
Education
University of Nevada-Reno 1995 — 1999
BS, Accounting
Wingspan Financial Advisors January 2012 - April 2014
CUNA Mutual September 2010 - August 2011
AmericanAirlines September 2009 - April 2010
Philadelphia Insurance Company August 2006 - October 2008
Gallagher Bassett Services, Inc. September 2004 - February 2006
Zurich Insurance Company July 2003 - September 2004
Associates Insurance Company April 2000 - March 2003
Farmers Insurance Company September 1986 - December 1999
Farmers Insurance Company September 1986 - December 1999
City of Austin August 1982 - July 1986
Education
The University of Texas at Austin
BA, History
CUNA Mutual October 1996 - January 2014
CUNA Mutual Group October 1996 - December 2013
American Security Group October 1991 - March 1996
Georgia Federal Bank 1984 - 1991
Skills
Underwriting, Insurance, Property & Casualty..., Employee Benefits, Fixed Annuities, Relationship Management, General Insurance, Life Insurance, Credit Unions, Call Centers, Claim, Health Insurance, Banking, Process Improvement, Retirement Planning, Disability Insurance, Financial Services, Risk Management, Mortgage Lending, Team Building, Customer Retention, Series 63, Credit, Financial Risk, Sales, Account Management, Professional Liability, Retirement, Commercial Lines, Consumer Lending, Legal Liability, Strategic Financial..., Mutual Funds, Loans, Investments, Wealth Management, Financial Advisory, Series 7, Financial Analysis, Retail Banking, Reinsurance, Finance, Financial Institutions, Executive Management, Credit Cards
Education
Dekalb Community College 1966 — 1998
Educational Leadership and Administration, General
CUNA Mutual September 2008 - April 2009
Northwestern Mutual July 1998 - September 2008
Aid Association for Lutherans (now Thrivent Financial) September 1990 - June 1998
AMEX Life Assurance Company (now Genworth Financial) January 1989 - August 1990
Skills
Long Term Care Insurance, Long-term Care, Insurance, Fixed Annuities, Disability Insurance, Product Marketing, Life Insurance, Leadership, Training, Strategy, Sales, Health Insurance
Education
University of Oregon - Charles H. Lundquist College of Business 1977 — 1981
BS, Finance, Business Administration, Rhetoric & Communication
Wilson High School, Portland, Oregon 1975 — 1978
Honors
CUNA Mutual Group November 1981 - Present
Cuna Mutual 1981 - Present
Skills
Insurance, Credit Unions, Underwriting, Loans, Credit, Relationship Management, Banking, Financial Services, Property & Casualty..., Life Insurance, Executive Management, Financial Analysis, Risk Management, Mortgage Lending
Education
Carson-Newman University 1972 — 1976
BS, Business Management
Northside High School
Insight Global at HP June 2015 - Present
State Farm Insurance April 2012 - June 2015
Viant Inc November 2007 - October 2010
CUNA Project April 2007 - June 2007
CUNA Mutual January 2007 - June 2007
Allstate Insurance 1995 - 2006
Skills
Primavera P6, Project Management, Program Management, SDLC, Resource Management, MS Project, Visio, Business Analysis, Vendor Management, Requirements Gathering, Quality Assurance, PMP, CRM, Project Portfolio..., Software Documentation, SharePoint, Process Improvement, Microsoft Project
Education
College of DuPage 1987 — 2007
no, Business Management
University of Phoenix 2002 — 2005
Bachlors not completed, Management
Thornridge High School 1968 — 1972
General, General
CUNA mutual 2006 - 2009
CUNA Mutual Group 2006 - 2009
Firemans Fund 1995 - 2005
Education
University of Minnesota - Carlson School of Management 1963 — 1967
BS, Business
Eagle Rock Insurance August 1997 - Present
CUNA Mutual June 1991 - August 1995
Skills
Insurance, Sales Management, Property & Casualty..., Sales, Legal Liability, Disability Insurance, Commercial Insurance, Liability, Term Life Insurance, Professional Liability, General Insurance, Casualty, Commercial Lines, Inland Marine
Education
University of Kentucky 1995 — 1997
M.S., Environmental Economics
Oakland University 1985 — 1991
B.S., Economics
CUNA Mutual Group 1989 - 2006
CUNA Mutual 1983 - 2006
MEMBERS Capital Advisors 1982 - 2006
MEMBERS Capital Advisors 1966 - 1982
Education
Illinois State University 1973 — 1975
MS, Finance; Business Administration
Illinois Wesleyan University 1961 — 1966
BS, Economics/Business Administration
MEMBERS Capital Advisors September 1998 - July 2009
CUNA Mutual Group September 1998 - 2009
CUNA Mutual 1998 - 2009
Provident Mutual September 1987 - September 1998
First Peoples Bank of New Jersey April 1984 - September 1987
Westinghouse Credit Corporation September 1982 - April 1984
Skills
Asset Management, Fixed Income, Portfolio Management, Investments, Asset Allocation, Finance, Securities, Wealth Management, Valuation, Investment Strategies, Strategic Financial..., Trading, Asset Managment
Education
Villanova University 1984 — 1986
MBA, Finance
Franklin & Marshall College 1978 — 1982
AB, Business
Catholic Charities of Madison, Wisconsin July 2009 - Present
Veterans Hospital January 2009 - October 2012
CUNA Mutual July 1998 - March 2005
Kenton Peters Architects June 1905 - June 1909
Skills
Adobe Creative Suite, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Lakeland College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.0
Madison Area Technical College
Visual Communications/Graphics, Graphic Design, 3.0
NorthStar Anesthesia, P.A. October 2013 - Present
Abeo September 2012 - September 2013
CUNA Mutual January 2007 - August 2012
Liberty Mutual Insurance February 2007 - November 2007
Liberty Mutual Insurance February 2007 - November 2007
Travelers November 2001 - October 2006
St Paul Travelers January 2001 - January 2006
Skills
Insurance, Accounts Receivable, Accounts Payable, Training, Team Oriented, Outstanding Customer..., Account Reconciliation, Teamwork, Medicare, Health Insurance, Spreadsheets, HIPAA, PeopleSoft, Data Entry, Outlook, Medical Terminology, Anesthesia Claims...
Education
BSHA 2008 — 2012
Bachelor of Science, Health Administration
University of Phoenix 2008 — 2012
BS, Health Administration, Graduate
University of Phoenix 2008 — 2012
BS Health Administration
CUNA Mutual September 1993 - Present
Education
Drake University 1977 — 1981
Ocwen Loan Servicing, LLC March 2013 - Present
GMAC ResCap July 2010 - March 2013
GMAC ResCap November 2009 - July 2010
GMAC ResCap April 2009 - November 2009
Community Memorial Hospital June 2001 - June 2008
Patient AdmissionsCommunity Memorial Hospital June 2001 - June 2008
Powers Manufacturing February 2000 - June 2001
Petersen-Hill Insurance October 1998 - April 1999
CUNA Mutual January 1992 - December 1997
Skills
Process Improvement, Accounts Receivable, Microsoft Excel, Insurance, Business Process..., Change Management, Microsoft Office, Account Reconciliation, Program Management, Business Process
Education
American Institute of Commerce
North Iowa Area Community College
Accounting Clerk Degree
Orange County Government, Hillsborough NC November 2006 - Present
Orange County Government, Hillsborough NC June 2004 - November 2006
CUNA Mutual 2002 - 2003
Self Employed 2001 - 2002
Griffin Financial Group April 1993 - March 2001
Arthur S. DeBerry & Associates/Northwestern Mutual Life Ins. Co. July 1991 - April 1993
Cowdery Corporate Services, Inc., March 1986 - June 1991
Village Cable, Inc. April 1983 - June 1985
Applied Business Systems/Security Collection Agency September 1982 - April 1983
Skills
Employee Relations, Policy, Human Resources, Community Outreach, Microsoft Office, Analysis, Employee Benefits, Government
Education
The University of North Dakota 1981 — 1981
Public Administration
Concordia College 1977 — 1980
Bachelor of Arts (B.A.), Business Administration, International Relations
Roosevelt High School, Minneapolis, MN 1974 — 1977
Diploma, General