CUNA Mutual Group
Industry: Insurance company
DescriptionCUNA Mutual Group is a mutual insurance company that provides financial services to cooperatives, credit unions, their members, and other customers worldwide. CUNA Mutual Group sells commercial and consumer insurance and protection products. Headquarters: Madison, Wisconsin, United States CEO: Robert Trunzo (1 Jan 2014–) Founded: 1935 Parent organization: CMFG Life Insurance Company Subsidiaries: Mirador Financial, Inc., Safetynet Ltd, CUNA Mutual AdvantEdge Analytics, LLC
CUNA Mutual Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CUNA Mutual Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CUNA Mutual Group Employees
Neighbors Federal Credit Union February 2009 - Present
CUNA Mutual Group August 2003 - February 2009
Skills
Leadership Development, Team Building, Public Speaking, Sales Management, Strategic Planning, Coaching, Banking, Change Management, Business Development, Risk Management, Marketing Strategy, Business Strategy, Leadership, Sales, Executive Management, Financial Analysis, Process Improvement, Credit, Credit Unions, Insurance, Consumer Lending, Mergers & Acquisitions, Loans, Financial Services, Mortgage Lending, Underwriting, Commercial Lending, Financial Institutions, Retail Banking, Strategy, Branch Management, Training, Cross Selling, Branch Banking, Management Consulting, Business Process..., Life Insurance, Performance Management, Call Centers, Residential Mortgages, Cash Management, Credit Risk, Credit Cards, Credit Analysis, Loan Origination, Strategic Financial..., Marketing, Team Leadership, Financial Planning, Collaborative Problem...
Education
Southwest CUNA Management School 2011 — 2013
Management, Honors Graduate
Southeastern Louisiana University 1989 — 1993
Bachelor of Arts, Management
CUNA Mutual Group May 2014 - Present
La Capitol Federal Credit Union April 2013 - May 2014
Eagle Louisiana Federal Credit Union April 2010 - April 2013
KeyPoint Federal Credit Union January 2008 - April 2010
Skills
Banking, Strategic Planning, Mortgage Lending, Risk Management, Credit, Loans, Financial Analysis, Credit Unions, Executive Management, Investments, Team Building, Insurance, Financial Services, Consumer Lending, Mortgage Banking, Leadership, Loan Origination, Management, Customer Service, Commercial Banking, Commercial Lending, Refinance, Residential Mortgages, Finance, Underwriting, Mortgage Underwriting, Credit Analysis, FHA, Credit Risk, Real Estate, Committed to...
Education
Southeastern Louisiana University 2000 — 2005
Bachelor of Science, Computer Science
GM Financial August 2014 - Present
EMSI December 2013 - Present
Lincoln College July 2010 - March 2013
CUNA Mutual Group April 2007 - June 2010
Skills
Administrative..., Customer Service, Office Administration, Customer Satisfaction, Call Centers, Data Entry, Administration, Outlook, Microsoft Word, Microsoft Excel, Microsoft Office, Telephone Skills, Social Media
Education
The University of Texas at Arlington 2012 — 2014
Registered Nursing/Registered Nurse
Tarrant County College
Registered Nursing/Registered Nurse
CUNA Mutual Group March 2015 - Present
CUNA Mutual Group December 2013 - Present
CUNA Mutual Group November 2010 - December 2013
CUNA Mutual Group January 2008 - November 2010
University of Wisconsin-Madison December 2005 - January 2008
University of Wisconsin-Madison, School of Pharmacy December 2004 - December 2005
University of Wisconsin-Madison January 2000 - December 2004
Skills
Educational Technology, Instructional Design, Curriculum Development, Performance Consulting, Document Management, Adult Education, Audio Editing, Web Design, Graphic Design, Video Editing, PowerPoint, Articulate Presenter, SharePoint, Audacity, Captivate, Fireworks, Dreamweaver, ADDIE, Articulate Storyline, Leadership, E-Learning, Distance Learning, Instructional Technology, Staff Development, Technical Writing, Learning Management..., Blended Learning, Instructor-led Training, Needs Analysis, Learning Management, Curriculum Design, Multimedia, Credit Unions, Insurance
Education
San Diego State University-California State University 2009 — 2012
MA, Educational Technology
University of Wisconsin-Madison 2000 — 2004
BS, Biology
CUNA Mutual Group January 2014 - Present
ADP April 2010 - April 2013
ADP September 2007 - April 2010
ADP March 2006 - September 2007
Skills
Sales, Key Account..., Retirement, 401k, Human Resources, Payroll, ADP Payroll, CRM, ERISA, Sales Operations, Employee Benefits, Defined Contribution, Qualified Retirement..., Salesforce.com, Relationship Management, Benefits Administration
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Psychology
Madison International Trade Association July 2013 - Present
Wisconsin International Trade Team December 2011 - Present
WI Department of Agriculture, Trade and Consumer Protection March 2006 - December 2011
CUNA Mutual Group January 2002 - March 2006
Getty Images (Artville) 1998 - 2000
Isthmus Publishing 1996 - 1999
Skills
Event Planning, Public Speaking, Non-profits, Marketing Communications, Strategic Planning, International Trade, Economic Development, New Business Development, Media Relations, Program Management, Nonprofits, Market Research, Community Outreach, Marketing Strategy, Leadership, Fundraising, Spanish, Strategy, Government, Public Relations, Business Planning, Online Advertising, Export, Marketing, Agriculture, Negotiation, Budgets, International Marketing, Recruiting, Management, Entrepreneurship
Education
University of Northern Iowa 1991 — 1996
BA, Spanish/Communications
Universidad de Colima 1995 — 1995
communications
Instituto Tecnológico y de Estudios Superiores de Monterrey 1994 — 1995
communications/Spanish
Cuna Mutual Group September 1998 - Present
Skills
Risk Management, Insurance, Team Building, Underwriting, Property & Casualty..., Process Improvement, Strategic Planning, Financial Services, Life Insurance, Credit Unions, Change Management, Employee Benefits, Banking, Account Management, General Insurance, Business Analysis, Team Leadership, Coaching, Project Management, Customer Service, Health Insurance
Education
State University of New York College at Buffalo
CUNA Mutual Group March 1993 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Southern Adventist University 1981 — 1985
Bachelor of Arts (BA), Business/Corporate Communications
CUNA Mutual Group May 2012 - Present
CUNA Mutual Group September 2010 - May 2012
CUNA Mutual Group August 2008 - September 2010
AXA Advisors September 2005 - August 2008
Skills
Investments, Executive Pay, Retirement, Sales, Insurance, Retirement Planning, Life Insurance, Series 7, Fixed Annuities, Strategic Financial..., Mutual Funds, 401k, Employee Benefits, Portfolio Management, Financial Analysis, Financial Advisory
Education
St. Cloud State University 1999 — 2004
Bachelor of Science (B.S.), Finance, General
St. Cloud State University 1999 — 2004
Bachelor of Arts (B.A.), Economics
CUNA Mutual Group February 2015 - Present
CUNA Mutual Group April 2012 - February 2015
Safe Bridge Solutions October 2011 - April 2012
Mattel 2009 - October 2011
Mattel/American Girl December 1999 - October 2011
Skills
Business Analysis, Vendor Management, Team Leadership, Business Intelligence, Business Process..., Change Management, Cross-functional Team..., IT Management, IT Strategy, Leadership, Management, Process Improvement, Program Management, Project Management, Requirements Analysis, SDLC, Strategic Planning
Education
St. Norbert College 1992 — 1994
Addision Group March 2015 - Present
High Profile Staffing October 2014 - March 2015
LONDON FINANCIAL June 2009 - March 2012
Citi February 2009 - October 2011
CUNA Mutual Group June 2007 - January 2009
RaceTrac Petroleum May 2005 - January 2007
Skills
Financial Analysis, Investments, Corporate Finance, Strategic Financial..., Retirement Planning
Education
The University of Texas at Dallas 2009 — 2012
Bachelor of Applied Science (B.A.Sc.)
Technical Career Institutes 1997 — 2001
Associate of Science (A.S.)
CUNA Mutual Group October 2014 - Present
CUNA Mutual Group January 2013 - October 2014
CUNA Mutual Group June 2008 - December 2012
CUNA Mutual Group June 2004 - June 2008
CUNA Mutual Group October 1999 - June 2004
Accenture July 1996 - October 1999
United States Embassy 1995 - 1995
Skills
Strategy, Process Improvement, Program Management, Product Management, Change Management, Leadership, Cross-functional Team..., Insurance, Strategic Planning, Risk Management, Business Analysis, Business Process..., Business Intelligence, Analytics, PMO, Segmentation, SDLC, CRM, Sales, Executive Management, Product Development, Sales Management, Vendor Management, Strategy Development, PMO Development, Industrial Engineering, Call Centers, Six Sigma, E-commerce
Education
University of Wisconsin-Madison 2001 — 2006
Masters, Industrial & Systems Engineering
St. Norbert College 1992 — 1996
Bachelors, Business Administration, Magna cum Laude
CUNA Mutual Group September 2007 - Present
Community Plus Credit Union November 1995 - July 2005
Education
CUNA Management School - CUNA and University of Wisconsin 1996 — 2000
Diploma, Business, Management, Marketing, and Related Support Services
Southern Illinois University, Carbondale 1985 — 1988
BS, Aviation Management
Jumptown August 2012 - Present
CUNA Mutual Group October 2014 - December 2014
Epic January 2013 - August 2014
Martin-Luther Schule August 2011 - June 2012
Explo June 2010 - August 2010
Skills
Tutoring, Teaching, Public Speaking, Editing, Curriculum Design, Lesson Planning, Curriculum Development, Classroom, Teaching English as a..., Blogging, Microsoft Word, Adult Education, Classroom Management, Critical Thinking, Literature, English, Proofreading, Dance Education, Swing Dance, Lindy Hop, Ballroom Dance, Intercultural..., Social Media, Microsoft Office, Event Planning
Education
St. Olaf College 2007 — 2011
B.A., English
California Long Term Care Insurance Services 2013 - Present
Benefit Consultants Insurance, LLC December 2011 - Present
CUNA Mutual Group May 2008 - September 2010
Affinion Group January 2005 - May 2008
Skills
Insurance Brokerage, Sales, Direct Mail Campaigns, Salesforce.com, Relationship Management, Business Development, Training, B2B, Contract Negotiation, Legal Liaison, New Product Roll Out, New Media Product..., Identity Theft, Employee Wellness..., Credit Unions, Proposal Production, Proposal Writing
Education
San Francisco State University 1990 — 1997
Bachelor of Science (BS), Accounting and Business/Management
Apple September 2012 - Present
R&D Professional Services, LLC. September 2011 - July 2012
Sprint August 2009 - September 2011
Rellis Real Estate Investment December 2007 - August 2008
CUNA Mutual Group June 2007 - August 2007
Skills
OS X, Consumer Electronics, iOS, iPhone, Product Management, Product Marketing, Mobile Devices, Cross-functional Team..., Project Management, Mac, Embedded Systems, Program Management, Account Management, Wireless, Telecommunications
Education
Texas A&M University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Management Information Systems
CUNA Mutual Group August 2015 - Present
CUNA Mutual Group June 2015 - August 2015
University of Wisconsin-Stout January 2013 - May 2013
University of Wisconsin-Stout August 2012 - December 2012
Univeristy of Alabama January 2012 - August 2012
Woosong University August 2011 - December 2011
ELS Educational Service September 2010 - August 2011
St. Cloud State University September 2008 - August 2010
Jean Lurçat High School September 2007 - May 2008
Skills
Programming, HTML, CSS, jQuery, SQL, ASP.NET, C#, Java, Visual Basic, Android Development, Google Analytics, Visio, French, German, Spanish, Italian, Relational Databases, MySQL, Translation, Language Testing, Articulate Storyline, Database Queries, PHP, JavaScript, Responsive Web Design, Bootstrap, JSON, AJAX
Education
Nicolet Area Technical College 2013 — 2015
Associate of Science (A.S.), Web Software Developer
St. Cloud State University 2008 — 2011
Master's Degree, Teaching English as a Second Language
University of Minnesota-Twin Cities 2004 — 2007
Bachelor of Arts (B.A.), French Studies
Rhinelander High School
University of Wisconsin-Oshkosh
Université Paul Valéry (Montpellier III)
CUNA Mutual Group November 2014 - Present
Principal Financial Group June 2014 - October 2014
Securian Financial Group September 2012 - May 2014
Skills
Leadership, Team Building, Customer Service, Microsoft Excel, Microsoft Word, Business Process..., Creative Problem Solving
Education
St. Cloud State University 2008 — 2012
Psychology, Bachelor of Science in Psychology
Inspirus Credit Union February 2014 - Present
Seattle-Northwest Securities Corporation (Piper Jaffray) May 2004 - August 2013
SNW Asset Management May 2004 - August 2013
CUNA Mutual Group April 2003 - December 2003
Morgan Stanley June 2001 - August 2002
Skills
Investments, Management, Due Diligence, Fixed Income, Strategic Human..., Leadership Development, Succession Planning, Recruiting, Talent Mobility, Benefits Negotiation, Benefits Design, Benefits Management, Executive Coaching, Performance Management, Compliance, Securities Regulation, Leadership, Finance, Strategic Planning, Change Management, Series 7, Executive Management, Investment Banking, Financial Services, Mergers & Acquisitions, Portfolio Management, Financial Analysis, Securities, Asset Management, Risk Management, Human Resources, Bloomberg
Education
Pacific Coast Banking School, University of Washington 2014 — 2016
Seattle University 1994 — 1999
Bachelor of Arts in Business Administration, Accounting
ACTIVE Network December 2014 - Present
CUNA Mutual Group September 2011 - December 2014
Wells Fargo January 2011 - August 2011
Wireless Advocates May 2010 - March 2011
Seahorse Pools & Spas August 2009 - March 2010
In Motion Rehab September 2008 - August 2009
Motorsports February 2006 - September 2008
Skills
Sales, Customer Satisfaction, Team Leadership, Microsoft Office, Management, Leadership, Training, Banking, E-commerce, Customer Service, Accounts Payable, Accounts Receivable, Accounting, Retail, Business Analysis, Payroll, Invoicing, Project Management
Education
Tarrant County College
Accounting, Architecture
CUNA Mutual Group August 2014 - Present
CUNA Mutual Group May 2012 - August 2012
CUNA Mutual Group February 2011 - August 2011
Providian Financial February 2001 - June 2001
Providian Financial March 2000 - February 2001
Providian Financial July 1997 - March 2000
Skills
E-Learning, Instructional Design, Technical Writing, Training, Change Management, Curriculum Design, Curriculum Development, Customer Service, Editing, Microsoft Office, Management, Instructor-led Training, Distance Learning, Management Consulting, Project Management, instr, Performance Improvement, cu, Articulate Studio, Articulate Storyline, Program Management, Human Resources
Education
University of Wisconsin Extension 2013 — 2014
Professional Certificate, Online Education
San Francisco State University
Western Michigan University
OfficeTeam (for McMorgan & Company) January 2013 - June 2013
Apple One (for Silicon Valley Bank) March 2012 - January 2013
Apple One (for Silicon Valley Bank) March 2011 - March 2012
Henderson Strategic Financial Insurance Services July 2008 - July 2010
Agistix November 2007 - July 2008
Edgewood Partners Insurance Center December 2006 - November 2007
Apple One (for Edgewood Partners Insurance Center) August 2006 - December 2006
CUNA Mutual Group October 2004 - July 2006
American Family Insurance June 2003 - October 2004
American Family Insurance February 2003 - June 2003
Skills
Account Management, Event Planning, Microsoft Office, Calendaring, Expense Reports, Accounts Payable, Accounts Receivable, Appointment Scheduling, Front Office, Proactive self-starter, Independent Thinking, Collaboration, Interpersonal Savvy, Dealing with Ambiguity, Multitasking Skills, Executive..., Client Relations Skills, Call Center, Accurate Data Entry, Claims Investigations, Disability Claims..., Technical Support, Insurance Adjusting, Microsoft CRM, PeopleSoft, Purchase Orders, Fraud Detection, Insurance Fraud, Mortgage Fraud, Confidentiality, HIPAA, CPT, ICD-9-CM, HCPCS, Disability Insurance, Licensed Life & Health..., Marketing, Suspicious Activity..., Residential Mortgages, Encompass, Data Entry, Management, Call Centers, Access
Education
Skyline College 2007 — 2014
Associates in Arts, Interdisciplinary Studies: Social & Behavioral Sciences
Skyline College 2010 — 2011
Certificate, Central Service Technician
State National Companies March 2010 - Present
CUNA Mutual Group May 1999 - March 2010
Stewart Associates Inc February 1988 - May 1999
Skills
Insurance, Property, Customer Service, Process Improvement, Customer Satisfaction, Team Building, Management, General Insurance, Account Management, Performance Management, Training, Sales, Customer Retention, Relationship Management, CRM, Casualty, Coaching
Education
Western Illinois University 1985 — 1987
Bachelor of Business, Management
Spoon River College 1983 — 1985
Associate of Science (A.S.), Business Management
Legacy Retirement Solutions January 2014 - Present
CUNA Mutual Group August 2005 - December 2013
Carolina Insurance Professionals 2011 - 2012
GE August 1998 - August 2005
California and Tennessee 1990 - 1998
Skills
Employee Benefits, Disability Insurance, Sales, Retirement Planning, Fixed Annuities, Property & Casualty..., Public Speaking, Commercial Insurance, Strategic Financial..., Underwriting, Leadership, Financial Planning, Healthcare, Retirement, Insurance, Long-term Care, Life Insurance, Health Insurance, Long Term Care Insurance, Term Life Insurance, Small Business, Medicare, Whole Life, Customer Service, Brokers, Strategic Planning
Education
Tennessee Wesleyan College 1990 — 1992
Bachelor of Applied Science (B.A.Sc.), Health Care Management
Valencia Community College 1990 — 1992
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
CUNA Mutual Group May 2014 - Present
HBS, INC April 2013 - March 2015
Bank of America January 2012 - April 2013
SAXON January 2009 - January 2012
Bank of America August 2004 - December 2009
RAMSEY LAW FIRM ASCENSION CAPITAL GROUP April 2003 - August 2004
Skills
Loans, Management, Operations Management, Mortgage Lending, Leadership, Business Process..., Process Improvement, Business Process, Customer Service, SDLC, Analysis, Loan Servicing, Project Management, Strategy, Risk Management, Executive Management, Banking, Six Sigma
Education
University of North Texas 2010 — 2013
BAAS, Applied Technology and Performance Improvement
Utah State University 2013 — 2013
SubDiploma, STEDI, 92.6
Tarrant County College 2007 — 2010
Associate of Arts (AA), Business Administration and Management, General, 3.6
Aetna June 2014 - Present
Viridian Energy September 2014 - Present
The Mark Travel Corporation 2013 - May 2014
Duluth Trading Company October 2011 - January 2014
CUNA Mutual Group August 1988 - September 2011
Skills
Leadership, Employee Benefits, Team Building, Team Leadership, Coaching, Health Insurance, Training, Social Media, Customer Service, Call Centers, Process Improvement, Sales, Insurance, Microsoft Office, Microsoft Excel, Retail
Education
Southern New Hampshire University 2015 — 2018
Bachelor’s Degree, Health Information/Medical Records Administration/Administrator
UW-Milwaukee 1983 — 1986
Nursing Education
University of Wisconsin-Eau Claire Foundation February 2012 - Present
Foy Strategic Communications June 2007 - February 2012
Sight Marketing March 2008 - September 2011
Concordia University, St. Paul August 2007 - January 2008
LaBreche 2005 - 2007
Anoka Hennepin Credit Union October 2004 - May 2005
Liberty Enterprises January 1996 - October 2004
Wisconsin Amateur Sports Corp. Badger State Games March 1988 - December 1995
CUNA Mutual Group April 1989 - October 1990
WEAU-TV September 1981 - March 1988
Skills
Marketing Communications, Alumni Relations, Strategic Communications, Public Relations, Fundraising, Public Speaking, Marketing, Event Planning, Direct Marketing, Strategy, Advertising, Strategic Planning, Media Relations, Email Marketing, Speech Writing, Business Development, Newsletters, Press Releases, Editing, Event Management, Social Media, Nonprofits, Social Media Marketing, Internal Communications, Corporate Communications, Social Networking, Volunteer Management, Video Production
Education
Syracuse University 2004 — 2009
MS, Communications Management
University of Wisconsin-Eau Claire 1976 — 1980
BA, Journalism
CUNA Mutual Group June 2015 - Present
CUNA Mutual Group July 2014 - June 2015
Epic July 2012 - May 2014
Saint Michael's College September 2009 - May 2012
Saint Michael's College January 2009 - May 2012
Pomona College 2011 - 2011
Gap Inc. May 2008 - August 2010
Skills
PowerPoint, Microsoft Office, Statistics, Economics, Public Speaking, Calculus, Microsoft Excel, Microsoft Word, Social Media, SPSS
Education
Saint Michael's College 2008 — 2012
BS, Mathematics and Economics
CUNA Mutual Group 2012 - Present
BlackRock Financial Management 2005 - 2012
Merrill Lynch 2001 - 2005
Skills
Mutual Funds, Investments, Alternative Investments, Sales Presentations, Fixed Annuities, Portfolio Management, Financial Services, Consultative Selling, Retirement Planning, Series 7, Asset Allocation, Insurance, Uniform Combined State..., ETFs, Finance, FINRA, Wealth Management, Financial Advisory, Separately Managed..., Series 63, Retirement, 401k, Series 6, Asset Management, Investment Strategies, Equities, Securities, Fixed Income, Asset Managment, Series 65, IRAs, CIMA, Investment Advisory, Bonds, Analysis, Variable Annuities, Indexed Annuities, Annuity Sales, Client Services, Selling, Series 66, Excel, Client Service, Managed Accounts, Sales
Education
University of Pennsylvania - The Wharton School
CIMA® - Certified Investment Management Analyst
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2008
MBA, Finance & Global Business Management
Saint Joseph's University 1997 — 2001
B.S., Finance
City of San Diego November 2012 - Present
Scuba Diver Girls January 2009 - Present
Zora Analytics May 2008 - August 2012
ICW Group May 2007 - July 2008
Cuna Mutual Group June 2006 - May 2007
Safe Bridge Solutions, Inc June 2005 - June 2006
City of San Diego May 2002 - May 2005
San Diego Data Processing Corp December 2002 - May 2003
Union Bank of California May 1997 - December 2002
Skills
PMP, Quality Assurance, Data Warehousing, Software Development, SDLC, Requirements Analysis, Software Project..., Business Requirements, Program Management, SharePoint, Business Analysis, Visio, Business Objects, Requirements Gathering, Business Process, ERP, Business Process..., Project Management, Agile Methodologies, Analysis, Analytics, Business Intelligence, CRM, Change Management, Consulting, Cross-functional Team..., Crystal Reports, Data Analysis, Databases, Disaster Recovery, Enterprise Architecture, IT Management, IT Strategy, ITIL, Integration, Leadership, MS Project, Management, Management Consulting, Marketing, Marketing Strategy, PMO, Process Improvement, Project Planning, Project Portfolio..., Public Speaking, Resource Management, Risk Management, Scuba Diving, Social Media
Education
San Diego State University-California State University 1996 — 1998
MBA, Entrepreneurship
University of Wisconsin-Madison 1986 — 1991
BA Psychology, Psychology
Northern Trust October 2013 - Present
Robert W. Baird & Co. July 2011 - July 2012
UBS Wealth Management 2007 - 2010
CUNA Mutual Group 2005 - 2007
Mid America Bank 1997 - 2005
NBD/First Chicago 1990 - 1997
Skills
Business Development, Business & Growth..., Executive Coaching,, Leadership Excellence., Sales Management, P & L Management, Licensing, Series 7, Strategic Planning, Business Planning, Customer Relations, New Business Development, Leadership Development, Process Improvement, Team Building, Team Leadership, Coaching, Acquisition Integration, Strategy Development, Financial Services, Asset Management, Investments, Business Coaching, Practice Management, Customer Service, Leadership, Strategy, P&L Management, Finance, Wealth Management, Management
Education
Southern Illinois University, Carbondale 1983 — 1988
Business Economics
CUNA Mutual Group June 2013 - Present
Travelers January 2007 - June 2013
Nationwide Insurance February 2003 - January 2007
State Farm Insurance August 1998 - February 2003
Skills
Claim, Liability, Commercial Lines, Property Damage, Property Claims, Xactimate, Inland Marine, Insurance, Commercial Insurance, Casualty, Property & Casualty...
Education
University of Nevada-Reno 2015 — 2017
Master of Business Administration (M.B.A.)
Sonoma State University
BS, Business Admin. - Finance
Crespi Carmelitte High School 1989 — 1993
Source Expertise 1994 - Present
CUNA Mutual Group 1983 - 1995
League Insurance Company 1974 - 1983
Skills
Strategic Planning, Project Management, Business Strategy, Marketing Strategy, Public Speaking, Change Management, New Business Development, Team Building, Business Development, Management Consulting, Negotiation, Social Media, Program Management, Public Relations, Marketing
Education
Syracuse University
Midwood Financial Services January 2014 - Present
CUNA Mutual Group May 2010 - February 2013
ING Financial Partners March 2000 - February 2009
FIMCO (Financial Institution Marketing Company) August 1994 - February 2000
MARKETING ONE INC January 1993 - August 1994
WALL STREET INVESTOR SERVICES (WSIS) January 1992 - January 1993
Reliance - United Pacific Life - United Pacific Financial Services (UPFS) January 1988 - January 1992
AMA Advisors 1988 - 1989
Tri-Arc Agency/Philadelphia Savings Fund Society (PSFS) June 1986 - April 1988
A.G. Edwards & Sons, Inc. January 1985 - January 1986
Skills
Securities, Insurance, Compliance, Business Planning, Mutual Funds, Retirement, 401k, Asset Allocation, Retirement Planning, Wealth Management, IRA's, Annuities, Pensions, Series 7, Series 63, Public Speaking, Sales Management, Series 24, Asset Management, Management, Life Insurance, Fixed Annuities, Financial Advisory, Investments, Finance, FINRA, Banking, Investment Advisory, Series 6, Investment Strategies, Mergers & Acquisitions, Portfolio Management, Alternative Investments, Leadership, Financial Services
Education
Temple University - Fox School of Business and Management 1981 — 1983
MBA, Finance
Insperity 2014 - Present
CUNA Mutual Group May 2007 - February 2014
CUNA Mutual Group March 2006 - May 2007
CUNA Mutual Group 2001 - 2006
Covenant Technology 2000 - 2001
First Investors Financial Services 1994 - 2000
Skills
Strategy, Needs Analysis, Coaching, Training, Leadership, Process Improvement, Change Management, Performance Management, Business Analysis, Business Process..., Management, Credit Unions, Loans, Banking, Insurance, Vendor Management, Call Centers, Executive Management, Financial Services, Customer Service, Instructional Design, Training Delivery, Consumer Lending, Call Center, Relationship Management, Adult Education, Financial Regulation, Public Speaking, Regulatory Requirements, Credit, Account Management, Instructor-led Training, Blended Learning, Analysis, Microsoft Office, WebEx, Adult Learning Theory, Virtual Training, Process Consulting, PowerPoint, Virtual Teams, Customer Insight, Customer Engagement, Curriculum Innovation, Teaching, Teaching Adults, Creativity, Designing Learning, Visual Communication, Simplifying the Complex
Education
Stephen F. Austin State University 1984 — 1990
Vision Financial Markets LLC July 2012 - Present
Primerica November 2008 - September 2009
Rescue Properties September 2001 - November 2008
Cuna Mutual Group May 1998 - September 2001
Skills
Motivational Speaking, Finance, Small Business, Entrepreneurship, Strategic Planning, Marketing, Coaching, Team Building, Public Speaking, Social Media Marketing, Leadership Development, Leadership
Education
Texas Southern University 1994 — 1996
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Texas Southern University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
CatamaranRx (formerly Catalyst Rx) January 2011 - Present
CUNA Mutual Group January 2009 - February 2011
CitiStreet / ING September 2004 - January 2009
CIGNA 1998 - 2003
Bankers Trust / MetLife 1988 - 1998
Skills
Employee Benefits, Customer Service, Customer Experience, Process Improvement, Relationship Management, Call Center, Mergers, Change Management, Strategic Planning
Education
University of Virginia Darden School of Business 1986 — 1988
MBA, Service Operations
Syracuse University 1978 — 1980
BS, Journalism
CUNA Mutual Group August 2015 - Present
CUNA Mutual Group October 2014 - August 2015
CUNA Mutual Group August 2013 - October 2014
CUNA Mutual Group December 2011 - August 2013
Summit Credit Union January 2011 - December 2011
Summit Credit Union November 2009 - January 2011
FAIRWINDS Credit Union July 2008 - September 2009
FAIRWINDS Credit Union August 2006 - July 2008
AIG October 2003 - April 2006
Skills
Consumer Lending, Underwriting, Risk Management, Sales, Property & Casualty..., Life Insurance, Personal Finance, Coaching, Team Leadership, Product Management, Salesforce.com
Education
Martin County High School
Martin County High School
State University of New York Empire State College
Bachelor's degree, Business Administration
State University of New York Empire State College
FirstGroup America/ Gallagher Bassett Services, Inc. February 2015 - Present
Horace Mann Ins October 2014 - February 2015
Horace Mann May 2014 - October 2014
CUNA Mutual Group December 2009 - May 2014
CUNA Mutual Group August 2008 - August 2009
CUNA Mutual Group November 2007 - August 2008
Skills
Claim, Claims Management, General Insurance, Insurance, Property, Leadership, Customer Service, Microsoft Excel, Team Building, Liability, Casualty, Legal Liability, Professional Liability, Property Damage, Call Centers, Process Improvement, Claim Investigation, Liability Analysis, Claims Handling, Subrogation, Property Claims, Claims Investigations, Adjusters, Claims Resolution, Property & Casualty...
Education
Tarrant County College 2006 — 2010
Associate of Arts (A.A.)
University of Toyota 2004 — 2007
Certification
Lincoln technical institute 2004 — 2005
Automotive Repair, Automotive Engineering Technology/Technician
Paul Laurence Dunbar high school 1996 — 1999
High school diploma, Engineering
CUNA Mutual Group January 2004 - Present
Education
SUNY Oneonta 1981 — 1985
BS, Business Economics
CUNA Mutual Group August 2015 - Present
Red Sapphire Consulting December 2010 - Present
Burlington Telecom 2009 - 2010
Vermont Federal Credit Union March 2004 - September 2009
Homebound Mortgage 2001 - 2004
Burlington Free Press 1998 - 2001
Skills
Business Strategy, Public Speaking, Strategic Planning, Microsoft Office, Customer Service, Team Building, Leadership, Nonprofits, Marketing, Social Media, Advertising, Event Planning, Social Networking, Marketing Strategy, Social Media Marketing, Online Marketing, Organizational..., Coaching, Marketing Communications, Training, Online Advertising, Account Management, Fundraising, Business Planning, Editing, Microsoft Word, Team Leadership, Public Relations, New Business Development, Leadership Development, PowerPoint, Microsoft Excel, Community Outreach, Event Management
Education
Excellence in Executive Leadership (ExcEL) 2011 — 2011
Leadership Champlain 2008 — 2009
Temple University 1994 — 1997
BA, Communications and Theater
Rutgers, The State University of New Jersey-Camden 1992 — 1994
IVY OAKS DESIGNS April 2008 - Present
Delta Granite & Marble May 2012 - May 2014
CRT Flooring Concepts October 2006 - April 2008
Parrish & Company October 2005 - September 2006
Coast 2 Coast Wireless September 2002 - September 2005
CUNA Mutual Group June 2001 - September 2002
Skills
Residential Homes, Interior Design, Marketing, Sales, Space planning, Real Estate, New Business Development, Sales Management, Contract Negotiation, Sketching, Negotiation, Window Treatments, Web Design, Furnishings, Furniture, Interior Architecture, Selling, Architectures, Architectural Design, LEED AP, Residential Design, Home Staging
Education
Texas A&M University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Texas A&M University 1996 — 2000
CUNA Mutual Group March 2008 - Present
Efficient Attic Systems, LLP May 2007 - November 2007
University of North Texas October 2005 - May 2006
Education
University of North Texas 2005 — 2009
Psychology
Tarrant County College 2006 — 2008
Associates, Liberal Arts
eCore Software Inc. April 2014 - Present
Veritix(TM) May 2010 - March 2014
CUNA Mutual Group September 2006 - October 2009
The LoanLink Center April 2005 - September 2006
Daisytek International February 2001 - December 2001
Skills
Management, Online Advertising, Account Management, Customer Satisfaction, Social Media, PowerPoint, Project Management, Microsoft Office, Analysis, Strategic Planning, Troubleshooting, Microsoft Word, Microsoft Excel, Call Center, Process Improvement
Education
Tarrant County College
The University of Texas at Arlington
Midlands March 2015 - Present
Midlands, Beyond Coverage April 2013 - Present
Empirical Loss Management LLC July 2012 - April 2013
Midlands Claim Administrators, Inc 2011 - July 2012
Midlands Claim Administrators 2006 - 2011
Jessica James OSHA Consulting January 2006 - August 2006
Amerisure Insurance December 2003 - January 2005
Zurich North America October 2001 - December 2004
CUNA Mutual Group June 1994 - September 1997
Skills
Microsoft Office, Litigation Management, Supervisory Skills, Insurance, Claims, General Liability, Claims Management, Litigation, Commercial Lines, Liability, Subrogation, Casualty, General Insurance, Commercial Insurance, Risk Management, Investigation, Customer Relations, Negotiation, Insurance Claims, Property & Casualty..., Adjusting, Excel, Coverage, Property Damage, Word, Problem Solving, Outlook, Mentoring, Settlements, Mediation, Performance Management, Writing, Auditing, Coaching, Team Leadership, Claim Investigation, Claims Handling, Workers Compensation, Professional Liability, Customer Service, Liability Analysis, Microsoft Word, Claim, Adjustments, Legal Liability, Property Claims, Xactimate, Inland Marine, Microsoft Excel, Settlement
Education
University of North Texas 2005 — 2005
Tarrant County College 1994 — 1996
New York Life Insurance Company April 2015 - Present
Genesis Asset Management June 2014 - April 2015
Prosperity Now Financial Management Services December 2012 - June 2014
Credit Union of Atlanta June 2008 - December 2012
Del-One May 2005 - June 2008
CUNA Mutual Group April 1999 - May 2005
Skills
Marketing Strategy, Social Media Marketing, Social Networking, Entrepreneurship, Small Business, Small Business Marketing, Consumer Products, Banking, Executive Management, Consumer Lending, Leadership, Coaching, Sales, Mortgage Lending, Financial Analysis, Event Planning, Loans, Credit, Finance, Start-ups, Leadership Development, Team Building, Customer Service, Public Speaking, Public Relations
Education
Strayer University (VA) 1999 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hewlett-Packard Enterprise Services 1997 - 2012
EDS Corporation December 2003 - November 2004
EDS Corporation June 2003 - December 2003
EDS Corporation February 2002 - February 2003
EDS Corporation June 1999 - January 2002
EDS Corporation December 1997 - May 1999
Frankenmuth Insurance February 1996 - November 1997
CUNA Mutual Group May 1993 - January 1996
Skills
CA Gen, COBOL, SQL, JCL, DB2, Report Composer, CA-7, TSO, ISPF, IBM Mainframe, Informatica, Education, Teaching, Unit Testing, Test Cases, SDLC, User Acceptance Testing, Systems Analysis, Mainframe, Requirements Analysis, CMMI, Crystal Reports, Requirements Gathering, Visio
Education
Saginaw Valley State University
Master of Education (M.Ed.), Educational Leadership and Administration, General
Saginaw Valley State University
Bachelor of Science (B.S.), Computer Information Systems
Saginaw Valley State University
Bachelor of Arts (B.A.), Elementary Education and Teaching
CUNA Mutual Group February 2011 - Present
JOHN HANCOCK January 2008 - October 2009
AIG January 2007 - September 2007
HARTFORD LIFE April 1998 - January 2007
Skills
Fixed Annuities
Education
Southern Illinois University, Carbondale
Marketing
CUNA Mutual Group March 2012 - Present
CUNA Mutual Group August 1998 - March 2012
GE Capital April 1996 - August 1998
GE Capital February 1993 - April 1996
GE Capital January 1991 - February 1993
Minnesota Life January 1985 - December 1991
Skills
Sales, Strategic Planning, Solution Selling, Power Messaging, Sales Management..., Account Management, Loans, Process Improvement, Credit Unions, Selling, Insurance, Sales Process, Sales Management, Risk Management, Salesforce.com, Vendor Management, B2B, Sales Presentations, Team Building, Direct Sales, Financial Services, Underwriting, Executive Management, Banking
Education
Saint John's University 1980 — 1984
B.S., Economics
CUNA Mutual Group December 2002 - May 2015
Citzens Equity First Credit Union February 1992 - April 2006
Skills
Underwriting, Strategic Planning, Governance, Insurance, Marketing Strategy, Team Leadership, Risk Management, Property & Casualty..., Leadership, Banking, Executive Management, Financial Analysis, Process Improvement, Business Planning, Financial Services, Loans, Team Building, Mergers
Education
Stanford University 2004 — 2004
Completed an Executive Development Program, Business
CUNA Mutual Group October 1999 - Present
Sierra Central Credit Union October 1992 - October 1999
Home Federal Savings Bank June 1986 - October 1992
Home Fed Bank January 1986 - January 1992
Skills
Credit, Coaching, Sales, Insurance, Financial Risk, Call Center, Leadership, Credit Unions, Loans, Underwriting, Financial Services, Call Centers, Relationship Management, Executive Management, Management, Training, CRM, Sales Management, Strategy, Business Planning, Customer Retention, Marketing
Education
CUNA Management School 1997 — 1999
Shasta College 1986 — 1989
AA, Business Administration
Anderson High School 1982 — 1986
Dale Carnegie Sales Advantage Course2005
Open Lending, Inc. December 2010 - Present
Sacramento Exec. October 2009 - Present
CUNA Mutual Group November 2006 - December 2010
GreenPath Debt Solutions January 2003 - May 2006
Balance May 1996 - November 2002
Skills
Credit Unions, Insurance, Credit, Loans, Sales Management, Account Management, Mortgage Lending, Strategic Planning, Sales, Banking, Team Building, Consumer Lending, Salesforce.com, Finance, Leadership, Management, Risk Management, Executive Management
Education
Sonoma State University 1992 — 1996
BS, Finance
Sonoma State University
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments May 2006 - February 2009
JR Services 2002 - 2005
The Solution Marketing Group 1997 - 2005
PriMedium 1998 - 2000
The Senior News Source 1998 - 2000
Greater Dallas Chamber 1995 - 1998
Resource One Credit Union 1994 - 1997
CUNA Mutual Group 1992 - 1994
Education
St. Mary's University 1986 — 1990
CUNA Mutual Group October 2010 - August 2013
Douglas C Elkins, CEBS, MS March 2010 - October 2010
Blue Shield of CA April 1996 - October 2008
The Travelers Companies February 1976 - July 1991
Skills
Employee Benefits, Health Insurance, Compliance, Consultative Selling, Disability Insurance, Vendor Management, Risk Management, Public Speaking, Negotiation, Wellness Programs, Health Savings Accounts, Health, Dental, Benefits, Insurance, Brokers, Salesforce.com, Strategic Planning, Benefits Administration, Account Management, Management, Underwriting, Team Building, Group Insurance, Sales, Life Insurance, Health Care Reform, Term Life Insurance, Workers Compensation, ERISA, Training, Relationship Management, Employee Engagement, Defined Benefit, Long-term Care, Sales Management, Customer Retention, Claim, Retirement, 401k, Medicare, Long Term Care Insurance, Selling, Group Medical, Retirement Planning, Strategic Financial..., Self-funded, Cafeteria Plans, Financial Services, Coaching
Education
University of Pennsylvania - The Wharton School 2013 — 2014
CEBS, Fellow continuing education
University of Pennsylvania - The Wharton School 2002 — 2002
CEBS, Personal Financial Planning 1
Saint Mary's College of California 1983 — 1984
MS, International Business
International Fd-Wharton School Business 1978 — 1981
CEBS, Employee Benefit Plans
San Jose State University 1971 — 1975
BS, Business - Risk Mgmt/Insurance
Kohl's Department Stores January 2012 - Present
CUNA Mutual Group November 2010 - January 2012
Lands' End May 2006 - November 2010
Saks Direct May 2005 - April 2006
Bloomingdale's September 2002 - May 2005
CCG.XM/Bates Worldwide January 2001 - June 2002
KPMG June 1999 - December 2000
Winthrop Stimson Putnam & Roberts May 1996 - June 1999
Skills
Online Merchandising, Web Merchandising, Online Marketing, Web Analytics, SEM, SEO, Planning, Retail Math, Project Planning, Merchandising, Online Advertising, Retail, Omniture, Affiliate Marketing, Brand Awareness, Digital Marketing, Web Marketing, Multi-channel Marketing, Google Analytics, E-commerce, Email Marketing, Analytics, Brand Management, Leadership, Digital Strategy, B2B Marketing, Google Adwords, Integrated Marketing, Strategy, Competitive Analysis
Education
Stevens Institute of Technology 1991 — 1995
BS, Science, Technology & Society
The Denim Rivet September 2015 - Present
Melius Inc. August 2015 - Present
Insure.VC June 2015 - Present
Athene USA 2014 - 2015
Pacific Life 2011 - 2014
Pacific Life 2011 - 2014
CUNA Mutual Group 2008 - 2011
CUNA Mutual Group 2008 - 2011
BAILEY PARTNERS, LLC 2003 - 2008
Mutual of Omaha 2002 - 2003
Skills
Product Management, Leadership, Marketing, Marketing Strategy, Cross-functional Team..., Strategic Planning, Management, Life Insurance, Business Development, Insurance, Marketing Communications, Sales, Social Media Marketing, Business Planning, Sales Management, Strategy, Marketing Management, New Business Development, Direct Marketing, Business Strategy, Social Media, Sales Process, Digital Marketing, Training, Online Marketing, Team Leadership, Go-to-market Innovation, Business Growth, Product Marketing, Competitive Intelligence, Lead Generation, Public Speaking, Product Development, Mobile Devices, Market Planning, National Accounts, P&L Management, Analytics, Executive Management, CRM, Online Advertising, Brand Management, Brand Development, Start-ups, Start-up Ventures, Venture Capital, Angel Investing, Consulting, Mobile Technology, SaaS
Education
Stanford University Graduate School of Business
University of Wisconsin-Madison
University of Missouri-Columbia, College of Business
B.S. Business Administration
Teledata Communications, Inc. January 2012 - Present
Miller Place School District September 2006 - January 2012
CUNA Mutual Group January 2001 - August 2006
Teachers Federal Credit Union April 2000 - August 2006
Skills
Project Planning, Project Management, Business Analysis, Financial Analysis, Agile & Waterfall..., Microsoft Office, Analysis, Team Leadership, Team Building, Research, Vendor Management, Management, Risk Management, Banking, Leadership, Process Improvement, Troubleshooting, Process Automation, Coaching, Public Speaking, Teamwork, Strategic Planning
Education
State University of New York at Stony Brook 2008 — 2011
Master's degree, Liberal Arts and Sciences/Liberal Studies
State University of New York at Stony Brook
Bachelor's degree, Social Science Teacher Education
CUNA Mutual Group April 2015 - Present
5 Point Credit Union December 2014 - Present
JPMorgan Chase August 2010 - December 2014
Woodforest National Bank July 2009 - August 2010
Skills
Sales, PowerPoint, Leadership, Financial Analysis, Customer Service, Customer Satisfaction
Education
Sam Houston State University 2007 — 2009
Banking and Financial Support Services
CSAA Insurance Group October 2013 - Present
CUNA Mutual Group June 2010 - October 2013
Applied Underwriters, a Berkshire Hathaway company April 2008 - June 2010
Citi Assurance Services, a Citigroup company February 2003 - April 2008
Aon Hewitt (formerly Chicago Consulting Actuaries, JPMorgan Chase) August 2001 - February 2003
Towers Watson (formerly Watson Wyatt) June 2000 - August 2001
Education
Texas A&M University
M.S., Mathematics
The University of Texas at Austin
B.S., Mathematics
Associated Financial Group August 2015 - Present
Thomson Reuters December 2010 - August 2015
University of Wisconsin-Eau Claire August 2009 - August 2011
CUNA Mutual Group June 2010 - August 2010
Skills
Microsoft SQL Server, AJAX, CSS, Databases, MySQL, Web Development, SQL, JavaScript, SAP MII, ASP.NET, Software Development, Java, Oracle, C++, Technical Support, XML, .NET, VB.NET, JSP, Website Development, C#
Education
University of Wisconsin-Eau Claire 2008 — 2010
B.A., Computer Science
Southwest Minnesota State University 1995 — 1999
B.A., Creative writing, Philosophy
American Family Insurance March 2015 - Present
CUNA Mutual Group August 2013 - March 2015
CUNA Mutual Group March 2012 - August 2013
American Family Insurance June 2010 - March 2012
American Family Insurance November 2008 - October 2010
Covance Laboratories March 2007 - November 2008
Covance June 2004 - March 2007
Covance May 1999 - June 2004
Covance January 1998 - June 1999
UW Hospital and Clinics April 1997 - January 1998
Skills
Six Sigma, Strategic Planning, Research, Leadership Development, Team Leadership, Business Process..., Cross-functional Team..., Leadership, Project Planning, Operations Management, Quality Assurance, Change Management, Project Management, Analysis, Process Improvement, Coaching, Management, Continuous Improvement, Budgets, Training, Program Management, Team Building
Education
St. Cloud State University 1992 — 1995
BS, Biology
Deerfield
LOMA
Sun Prairie
ADP November 2011 - Present
AIRS September 2010 - Present
CUNA Mutual Group November 2009 - October 2010
The RightThing, Inc. November 2009 - August 2010
TAC Worldwide May 2008 - October 2009
Microsoft May 2008 - February 2009
Artizen, Inc. March 2007 - April 2008
netPolarity February 2006 - February 2007
Blue Shield October 2003 - January 2006
Skills
Boolean, ECRE, HTML, Facebook, LinkedIn, Twitter, RSS, Networking, Adobe X, XCode, Objective C, C++, SQL, Technical Writing, Sourcing, Training, Photoshop, Frontpage, Social Media, Recruiting, AIRS, Google, SEO, SEM, FrontPage, Boolean Searching, Technical Recruiting, Objective-C, Benefits Negotiation, Xcode, Vendor Management, Management, Strategy, Talent Acquisition, Employer Branding, Strategic Sourcing, Human Resources, Social Networking, College Recruiting, Talent Management, Interviews, SDLC, Resume Writing, Screening, CRM, Internet Recruiting, Search, Business Development, Applicant Tracking..., Executive Search
Education
University of Phoenix 2005 — 2006
MA, Information Systems Management
San Diego State University-California State University 1998 — 2001
Bachelor, Linguistics & Spanish
TS Financial Group, LLC February 2004 - Present
Cuna Mutual Group August 1996 - February 2004
Kemper Financial September 1988 - August 1996
Skills
Mutual Funds, Retirement Planning, Series 7, Asset Allocation, Series 63, Insurance, Estate Planning, Investments, Portfolio Management, Securities, Fixed Annuities, Retirement, Life Insurance, 401k
Education
St. Norbert College 1984 — 1988
Business Administration, Finance
Vista Financial Group March 2007 - Present
CUNA Mutual Group January 1994 - February 2007
New England Securities July 1992 - January 1994
Skills
Financial Analysis, Mentoring, Strategic Financial..., Customer Service, Research, Teaching, Public Speaking, Strategic Planning, Budgets, Retirement Planning, Retirement Income..., Personal Tax Planning, Estate Tax Planning, Investment Strategies, Insurance Analysis
Education
St. John's University 1982 — 1986
BS Pre-Law, Criminal Justice/Police Science
Principal Financial Group March 2005 - Present
Principal Financial Group June 2000 - February 2005
John Deere Credit June 1998 - May 2000
CUNA Mutual Group September 1993 - May 1998
The Continuum Company January 1988 - August 1993
Skills
Business Analysis, SDLC, Visio, Vendor Management, IT Strategy, Requirements Analysis, SharePoint, Software Project..., Disaster Recovery, Requirements Gathering, Business Requirements
Education
Texas A&M University 1983 — 1987
BBA, Business Analysis
CUNA Mutual Group June 2011 - Present
CUNA Brokerage Services Inc 2009 - 2011
Skills
Insurance, Customer Service, Call Center, Coaching, Series 7, Problem Solving, Retirement Planning, Investments, Life Insurance, Fixed Annuities, Call Centers, Retirement, Process Improvement, Financial Advisory, Series 63, Securities, Financial Services, IRAs, Mutual Funds, Asset Allocation, Investment Advisory
Education
St. Olaf College
BA, Music Education
Aon Hewitt February 2014 - Present
Avanade September 2011 - January 2014
Robert W. Baird & Co. April 2010 - August 2011
Kohl's Department Stores December 2009 - March 2010
LeMans Corporation April 2009 - November 2009
Integrys Energy Services April 2008 - March 2009
CUNA Mutual Group November 2007 - March 2008
Skills
Management, PMP, SDLC, Strategy, Vendor Management, Business Analysis, Business Development, Requirements Analysis
Education
University of Toledo 2003 — 2005
MBA, Finance and International Business
San Jose State University 1997 — 2003
B.S. and B.A., Marketing, Economics
Saratoga Gaming & Raceway May 2014 - Present
CUNA Mutual Group April 1999 - February 2010
Vanderheyden Hall, Inc May 1994 - April 1999
Transitional Opportunities Program October 1992 - May 1994
Skills
Customer Service, Team Building, Social Media, Public Speaking, Event Planning, Program Management, Management, Marketing, Insurance, Teaching, Microsoft Word, Facebook, Fundraising, Event Management
Education
State University of New York College at Plattsburgh 1987 — 1991
BA, Psychology
CCHS 1983 — 1987
College Prep/NYS Regents
Stadion Money Management February 2015 - Present
Resource Real Estate 2013 - 2014
Realty Capital Securities 2012 - 2013
Griffin Capital 2010 - 2012
SunAmerica Financial Group 2008 - 2009
The Hartford 2006 - 2008
Washington Mutual 2004 - 2006
CUNA Mutual Group 2001 - 2004
JPMorgan Chase 1996 - January 2001
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Investments, Financial Advisory, Securities, Series 63, Retirement Planning, Portfolio Management, Fixed Annuities, Retirement, Series 7, Relationship Management, Strategic Financial..., 401k, Wealth Management, Financial Services, Series 24, Asset Managment, Variable Annuities, FINRA, Wealth Accumulation, Asset Management, Equities, Series 6, Finance, Uniform Combined State..., Series 65, ETFs, Liquid Alternatives, Sales Process, Territory Development, Sales Presentations, Real Estate Investment, Wholesaling, Financial Planning, Public Speaking, Investment Advisory, Investment Strategies, Investment Management, Financial Markets, Separately Managed..., Wealth Management..., Fixed Income, Wealth, IRAs, Life Insurance, Wholesale
Education
University of St. Thomas (TX) 2000 — 2001
CFP, Certified Financial Planner Certification Education Program
The University of Texas at San Antonio 1986 — 1991
Economics
San Antonio College 1984 — 1986
Economics/Political Science
CUNA Mutual Group July 2014 - Present
CUNA Mutual Group 2013 - 2014
CUNA Mutual Group October 2012 - 2013
Emerge Coaching & Consulting June 2009 - 2013
CUNA Mutual Group November 2010 - October 2012
American Family Insurance February 2007 - November 2010
Right Management Consultants January 2000 - February 2007
Northwest Opportunities Vocational Academy January 1999 - January 2000
Skills
Leadership Development, Action Learning, Management, Employee Engagement, Talent Management, Change Management, Talent Acquisition, Workshop Facilitation, Recruiting, Succession Planning, Training, Performance Management, Career Management, Organizational..., Coaching, Team Building, Leadership, Workforce Planning, Assessment Center, Organizational..., Career Counseling, Consulting, Marketing, HR Consulting, Executive Coaching, Deferred Compensation, Instructional Design, Team Management, Business Development, Human Resources
Education
Human Capital Institute 2011 — 2011
Human Capital Strategist
University of Wisconsin-Milwaukee 2003 — 2006
MA, Organizational Communication
St. Norbert College 1994 — 1998
BA, Communication & Music
Carmel High School 1990 — 1994
MRM Insurance Agency, LLC May 2011 - Present
CUNA Mutual Group January 2006 - May 2011
CUNA Mutual Group January 2003 - December 2005
Creditor Services, Inc. January 1986 - December 2002
Richard J. Katz & Company November 1979 - January 1986
New York State Credit Union League November 1975 - November 1979
Nestle's Emp. Federal Credit Union November 1974 - November 1975
Skills
Process Improvement, Insurance, Underwriting, Business Analysis, Risk Management
Education
State University of New York College at Oswego 1969 — 1973
BA, Economics & Business Administration
CUNA Mutual Group May 2013 - Present
Safe Bridge Solutions June 2012 - May 2013
Weather Central / MyWeather 1999 - April 2012
Tektronix NewStar 1994 - 1999
Dynatech Colorgraphics Systems 1986 - 1994
NYIT Computer Graphics Lab 1982 - 1986
Skills
Agile Methodologies, JavaScript, Software Development, .NET, Mobile Applications, CSS, Visual Studio, Perl, Android, Objective-C, jQuery, Unix, Java, HTML, HTML 5, ASP.NET, Software Project..., Web Applications, C, Integration, Software Design, Scrum, REST, XML, CMS, Software Implementation, Linux, TCP/IP, SQL, C#, Ubuntu, ActionScript, User Interface Design, Microsoft SQL Server, Web Services, IIS, Software Engineering, Android Development, OS X, Web Development, T-SQL, User Interface, Windows, Javascript frameworks
Education
Southern Illinois University, Carbondale 1978 — 1982
Bachelor's degree, Special Major in Computer Graphics
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 Group October 2013 - Present
U.S. Cellular August 2005 - October 2013
Exacta Corporation July 1999 - July 2005
US Cellular October 1994 - June 1999
Skills
Unix, Agile Methodologies, SQL, SDLC, Software Development, Perl, XML, Linux, Java, Tcpdump & Wireshark, Web Logic, Oracle (v6-v11), Oracle Enterprise..., Business Objects Report..., Clear Case/Clear Quest, Exceeds / Putty, Panther/Jam Forms and..., Metropolis Database, Code1, Verazip, BMC Remedy, Quality Center, SOA, Web Services
Education
SUNY Polytechnic Institute 1992 — 1994
Bachelor of Science, Computer Information Systems, Computer Science
SUNY Canton 1990 — 1992
Associate of Science, Computer Information Systems, Computer Science
First Priority Credit Union December 2014 - Present
New England CU Services, LLC 1998 - 2014
CUNA Mutual Group July 1997 - June 1998
CUNA Mutual Group July 1989 - June 1997
Skills
Loans, SaaS, Cloud Computing, Strategic Planning, Project Management, Enterprise Software, Vendor Management, Program Management, Disaster Recovery, Business Strategy, Security, Process Improvement, Solution Selling, Management, Leadership
Education
Suffolk University 1980 — 1985
BS, Biology
Bank of America May 2006 - Present
ViewPoint Bank 2003 - 2006
CUNA Mutual Group 2001 - 2003
JCPenney Direct Marketing Services 1997 - 2001
Skills
Marketing, Segmentation, Vendor Management, Product Marketing, Strategy, Direct Marketing, Integrated Marketing, Analytics, CRM, Market Research, Lead Generation
Education
Texas A&M University
BBA, Marketing
CUNA Mutual Group January 2015 - Present
CUNA Mutual Group July 2010 - December 2014
CUNA Mutual Group February 2009 - August 2010
CUNA Mutual Group March 2006 - February 2009
CUNA Mutual Group June 2005 - March 2006
Travis Credit Union 2001 - 2005
Skills
Process Improvement, Vendor Management, Banking, Project Management, Business Analysis, Change Management, Credit Unions, Team Building, Business Process..., Financial Services, Customer Service, Team Leadership, Program Management, Insurance
Education
CUNA Management School 2003 — 2005
University of Phoenix 2000 — 2002
MBA, Business Administration
University of Phoenix 1997 — 1999
BSBA, Business Administration
Solano Community College 1991 — 1995
AS, Banking and Finance
CUNA Mutual Group
Skills
Project Management, Insurance, Business Analysis, Leadership, Underwriting, Marketing, Direct Marketing, Process Improvement, Marketing Strategy, Management, Marketing Communications, Strategic Planning, Strategy, B2B
Education
Tarleton State University 1982 — 1986
Cengage Learning July 2015 - Present
Cengage Learning April 2013 - July 2015
Cengage Learning June 2012 - April 2013
Cengage Learning July 2010 - May 2012
Gale, part of Cengage Learning January 2007 - July 2010
United Way of Dane County September 2005 - January 2007
United Way of Dane County August 2005 - November 2005
Discoveries International May 2004 - May 2005
CUNA Mutual Group May 1999 - August 2003
Skills
Public Speaking, Analysis, Event Planning, Non-profits, Marketing, Research, Marketing Communications, Event Management, Leadership, Public Relations, Strategic Planning, Budgets, Project Management, Team Building, Email Marketing, Strategy, Training
Education
St. Norbert College 2001 — 2005
BA - Business Administration, International Business, Spanish
Edgewood High School 1997 — 2001
Altza Co. d/b/a Great Harvest Eastvale December 2013 - Present
CUNA Mutual Group April 2010 - January 2013
CUNA Mutual Group July 2006 - April 2010
Skills
Insurance, Budgeting, Change Management, Account Management, Salesforce.com, New Business Development, Customer Relations, Coaching, Team Leadership, Customer Service, Process Improvement, Negotiation, Budgets, Credit Unions, Banking, Risk Management, Leadership, Strategic Planning, Team Building, Public Speaking, Sales Management, Vendor Management, Sales, Business Development, Business Analysis, Executive Management
Education
Smith College 1991 — 1995
Western CUNA Management School
Garda Cash Logistics March 2009 - Present
JBM Patrol and Protection February 2009 - September 2010
CUNA Mutual Group September 2008 - May 2009
Yesterday's Future Restorations July 2001 - April 2008
Wolters Kluwer July 2000 - July 2001
Wolters Kluwer Financial Services 1996 - 2001
Wolters Kluwer October 1997 - July 2000
Skills
Technical Writing, Security, Visio, Adobe Acrobat, Microsoft Word, Testing, Leadership, Process Improvement, Project Management, Customer Service, SharePoint, Business Analysis, Management, Microsoft Office, Software Documentation
Education
Dakota County Technical College 2001 — 2002
Diploma, Wood Finishing and Antique Restoration
St. Cloud State University 1991 — 2001
Bachelor of Arts, English
CUNA Mutual Group August 2005 - Present
Cannon Falls Education Foundation June 2004 - June 2009
Voluntary Benefits Specialists September 2002 - August 2005
Skills
Consultative Selling, Sales Management, Insurance, Customer Relations, Sales Process, New Business Development, Strategic Planning, Salesforce.com, Account Management, Product Development, Direct Sales, Sales, Team Building, Customer Service, Selling
Education
St. Cloud State University 1986 — 1992
Human Resources Leader 2015 - Present
Allianz of America 2012 - 2015
Allianz Life 2010 - 2012
Allianz Life 2009 - 2010
CUNA Mutual Group 2001 - 2008
JDS Uniphase 2000 - 2001
N.L. Barnes Construction 1996 - 1999
Skills
Performance Management, Leadership, Strategy, Coaching, Change Management, Organizational Design, Talent Management, Succession Planning, Employee Engagement, Strategic Communications, Employee Relations, Compensation & Benefits, Organizational..., Performance Improvement, HR Strategy, Leadership Development, Human Resources, Culture Change, Human Capital Management, Team Building, Sales Compensation, Executive Compensation..., Process Improvement, Employment Law, Onboarding, Cross Functional Team..., HRIS, Personnel Management, Management, Talent Acquisition, Training, Interviews, Diversity & Inclusion, Employee Benefits
Education
Stanford University
M.S., Industrial Engineering (Management Science and Engineering)
Stanford University
B.S., Industrial Engineering (Management Science and Engineering)
CUNA Mutual Group January 2014 - Present
CUNA Mutual Group 2011 - Present
John Deere September 2008 - July 2011
Deere & Company September 2007 - September 2008
John Deere August 2006 - August 2007
John Deere January 2006 - August 2006
John Deere February 2000 - January 2006
John Deere January 1998 - February 2000
Skills
Succession Planning, Performance Management, Talent Management, Employee Engagement, Organizational..., Workforce Planning, Employee Relations, Leadership Development, Talent Acquisition, Change Management, Human Resources, Organizational Design, Process Improvement, Organizational..., Executive Coaching, Coaching, mergers and acquistions, Training, Personnel Management, Onboarding, Leadership
Education
St. Ambrose University 1990 — 1992
BA, Accounting
CUNA Mutual Group Employee Relations SpecialistCUNA Mutual GroupJuly 2012 - Present
Certified Marketing 1997 - 1999
EDS 1987 - 1997
Skills
Talent Management, HR Policies, Employee Relations, Workforce Planning, Succession Planning, Deferred Compensation, Talent Acquisition, Onboarding, Performance Management, FMLA, Employee Benefits, HRIS
Education
Siena College 1983 — 1987
BS, Marketing Management
CUNA Mutual Group February 2015 - Present
CUNA Mutual Group March 2011 - February 2015
CU Project Strategies, LLC July 2009 - March 2011
Florida Commerce Credit Union 2006 - 2009
Florida Commerce Credit Union 2005 - 2006
Florida State University Foundation 1999 - 2002
Harland Financial Solutions 1996 - 1997
Florida Commerce Credit Union 1991 - 1996
Skills
Strategic Planning, Team Building, Coaching, Budgets, Project Management, Management, Customer Service, Team Leadership, Vendor Management, Leadership, Business Analysis, Marketing, Insurance, CRM, Financial Services
Education
University of Florida 1982 — 1985
BS, Public Relations
Strome College of Business
MBA, Business Administration
Midwest Bankers Insurance Services June 2014 - April 2015
City & County August 2006 - May 2014
CMFG Life Insurance Company April 1993 - May 2014
CUNA Mutual Group April 1990 - April 1993
CUNA Mutual Group February 1982 - April 1990
Skills
Insurance, Credit..., Licenses: Life, A&H,..., Insurance, Investments, P&C, Credit, Loans, Team Building, Licensing, Sales, Leadership, Financial Services, Budgets, Analysis, Underwriting, Marketing, Mortgage Lending, Strategic Planning, Coaching, Training, Banking, Consumer Lending, Finance, Executive Management, Financial Analysis, Program Management, Risk Management, Credit Analysis, Financial Advisory, Sales Management, Financial Risk, Human Resources, Process Improvement, Commercial Lending, Relationship Management, Mergers & Acquisitions, Vendor Management, Retirement Planning, Loan Origination, Retail Banking, Financial Institutions
Education
St. John's University 1973 — 1977
BS, Psychology, 3.2
University of Bath 1976 — 1976
Jr Year Abroad, Psychology
Cathedral High School 1969 — 1973
High School, General Studies
Insurance Specialist 2004 - 2015
CUNA Mutual Group 2004 - 2013
Education
State University of New York College at Cortland
University of Denver
CUNA Mutual Group Network AnalystCUNA Mutual Group2000 - 2008
Aspect Communications October 1995 - November 2001
Amdahl 1982 - 1990
Skills
Vendor Management, SDLC, IT Strategy, Disaster Recovery, Process Improvement, IT Management, Business Analysis
Education
Rutgers University-New Brunswick 1972 — 1976
BS, Chemistry
CHROME Federal Credit Union August 2015 - Present
Apollo Trust Company October 2012 - July 2015
Andrews Federal Credit Union February 2008 - September 2012
United Teletech Financial Federal Credit Union December 1999 - February 2008
CUNA Mutual Group September 1981 - December 1999
Skills
Member Experience..., Product Strategy, Culture Change, Public Relations, Mortgage Lending, High Performance Teams, Sales, Customer Acquisition, Underwriting, Product Management, Banking, Credit, Strategic Planning, Financial Risk, Credit Unions, Consumer Lending, Loans, Process Improvement, Team Building, Financial Services, Business Development, Marketing, Retail Banking, Commercial Banking, Leadership, Small Business Lending, Mortgage Banking, Customer Service, Coaching, Cross Selling, Loan Origination, Financial Analysis, Risk Management, Credit Analysis, Cash Management, Financial Institutions, Commercial Lending, Insurance, Executive Management, Relationship Management, Finance, Call Centers, Loan Servicing, Credit Risk, Loss Mitigation, Refinance, Deposits, Residential Mortgages, Management
Education
Saint Vincent College
BA
University of Maryland, NAFCU Management Development Institute
Waun-A-Quilt February 2001 - Present
CUNA Mutual Group July 2012 - August 2015
CUNA Mutual Group April 2009 - July 2012
CUNA Mutual Group 1999 - 2009
Honeywell Process Solutions February 1994 - November 1998
Livingston County Data Processing 1987 - 1990
Skills
COBOL, IBM Mainframe, SQL, Visual Basic, Software Development, Business Analysis, VB.NET, DB2, Access, Software Documentation, Microsoft SQL Server, SDLC, Requirements Gathering, Unica Affinium Campaign, Unica Campaign
Education
State University of New York College at Geneseo 1978 — 1982
BA, Computer Science, Physics
CUNA Mutual Group October 2012 - December 2013
CUNA Mutual Group January 2009 - October 2012
CUNA Mutual Group September 2006 - January 2009
Skills
Insurance, Marketing Strategy, Marketing, Project Management, B2C marketing, B2B Marketing, Account Management, Life Insurance, Direct Marketing, Vendor Management, Vendor Relationships, Agency Relationship..., Salesforce.com, Customer Service, Sales Operations, New Business Development, Strategic Planning, Marketing Communications, Web Design, Cross-functional..., Cross Channel Marketing, Adobe Creative Suite, Sales Enablement Tools, affinity marketing
Education
Southern Connecticut State University 2008 — 2011
Master of Business Administration (MBA)
Cun Mutual Group April 2015 - Present
CUNA Mutual Group March 2014 - Present
ADP October 2013 - February 2014
Epicurean Marketplace, LLC March 2011 - October 2013
SunGard June 2008 - March 2011
SunGard October 2007 - June 2008
SunGard June 2006 - October 2007
CitiStreet June 2005 - June 2006
CitiStreet October 2002 - February 2005
CitiStreet July 2001 - October 2002
Skills
Financial Services, SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Vendor Management, Process Improvement, Program Management, Project Management, CRM, Software Documentation, IT Strategy, PMP, Business Requirements, Testing, Strategy, Management, Leadership, Quality Assurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1996
BA, Communications
State of Wisconsin - Department of Health Services 2009 - Present
CUNA Mutual Group 2007 - 2009
TDS Telecom 2001 - 2007
Cable and Wireless, Inc. June 1999 - February 2001
Sprint November 1991 - June 1999
Skills
PMP Certfication, Six Sigma Certification
Education
Southern Illinois University, Carbondale 1968 — 1973
BS, Accounting
Mount Carmel High School
Southern Illinois University, Edwardsville
MBA, Finance
CUNA Mutual Group March 2012 - Present
HNI Corporation November 2011 - March 2012
HNI Corporation 2006 - 2011
HNI Corporation 2003 - 2006
HNI Corporation 1998 - 2003
HNI Corporation 1994 - 1998
All-Phase Electric Supply 1987 - 1994
Kraft Foods / Tombstone Pizza Division 1986 - 1987
Indiana Information Controls Inc. 1983 - 1986
Skills
Process Improvement, SharePoint, IT Management, Project Management, VMware, Vendor Management, Change Management, Business Analysis, IT Strategy, Cross-functional Team..., Microsoft SQL Server, Windows Server, Disaster Recovery, ITIL, Integration, Team Leadership, MS Project, Business Process..., SDLC, Project Planning, Databases, Requirements Analysis, IT Service Management, ERP, Business Intelligence, Networking, Enterprise Software, Team Building, PMP, Leadership, Strategy, Enterprise Architecture, Business Process, Data Center, Information Technology, Project Portfolio..., Software Development, Architecture, Analysis, Troubleshooting, Software Project..., Requirements Gathering, Program Management, Operations Management, IT Operations, Testing, Security, PMO
Education
St. Ambrose University 2000 — 2005
BA, Applied Management Technology
Vincennes University 1981 — 1983
AA, Computer Programming Technology
CUNA Mutual Group August 2011 - Present
CUNA Mutual Insurance Group 1990 - August 2011
Skills
Vendor Management
Education
St. Norbert College 1986 — 1990
BS, Computer Information Systems
Aspen Advisors February 2015 - Present
CUNA Mutual Group January 2014 - January 2015
CUNA Mutual Group January 2014 - January 2015
Epic May 2013 - January 2014
Epic October 2011 - May 2013
Epic August 2011 - May 2013
Epic January 2010 - March 2012
National Council on Aging 2007 - 2007
University of Iowa 2006 - 2007
Skills
Project Management, Healthcare, Grant Writing, Epic Systems, Microsoft Office, Clinical Research, Program Management, Hospitals, Healthcare Management, EHR, Leadership, Software Documentation, Training, EMR, Healthcare Information..., Process Improvement, Software Implementation, Management, Visio
Education
University of Iowa 2006 — 2009
MHA, Healthcare Administration
Texas A&M University 2002 — 2006
BED, Architecture
University of Nevada Las Vegas August 2015 - Present
CUNA Mutual Group August 2013 - October 2014
iGR (iGillottResearch, Inc.) July 2012 - August 2013
iGR (iGillottResearch, Inc.) March 2011 - June 2012
iGR (iGillottResearch, Inc.) May 2010 - March 2011
Teachers College, Columbia University September 2008 - October 2009
The University of Texas at Austin May 2009 - August 2009
Sirius XM Radio Inc. February 2009 - May 2009
The University of Texas Learning Communities January 2008 - July 2008
The University of Texas Learning Communities June 2006 - January 2008
Education
University of Nevada-Las Vegas 2015 — 2019
Doctor of Philosophy (Ph.D.), Psychology
Teachers College of Columbia University 2008 — 2009
MA, Social-Organizational Psychology
The University of Texas at Austin 2004 — 2007
BA, Psychology
The University of Texas at Austin - Red McCombs School of Business 2004 — 2007
BBA, Management
N/A July 2003 - Present
CUNA Mutual Group July 2003 - September 2005
Morgan Stanley November 2000 - June 2003
Merrill Lynch May 1990 - November 2000
Education
Shippensburg University of Pennsylvania 1985 — 1989
BA, Public Relations, Sociology & Speech
Don Swindler January 2000 - Present
CUNA Mutual Group August 1995 - October 2000
Malone Mortgage June 1992 - May 1994
Skills
Insurance, Risk Management, Management, SDLC, New Business Development, Business Process..., Requirements Analysis, Access, Training, Requirements Gathering, Data Warehousing, Team Leadership, Negotiation, Strategic Planning, Business Analysis, Change Management, Customer Service, Business Intelligence, Data Analysis, Analysis, Claim, Employee Benefits, Financial Risk, Process Improvement, Project Management, Business Requirements, Team Management, Banking, Software Documentation, Systems Analysis, Business Process, Vendor Management, Analytics, CRM, Call Centers, Governance
Education
Texas A&M University
Insurance
Thomas Jefferson
University of North Texas
Insurance
Currently looking ManagerCUNA Mutual Group1999 - 2009
CUNA Mutual Group 1999 - 2009
Education
Saint Mary's University of Minnesota
Trattore Estate Wines and Dry Creek Olive Company September 2011 - March 2013
Michael Bernard Family of Wines August 2010 - April 2012
CUNA Mutual Group August 1999 - August 2009
Skills
Hospitality, Wine, Food & Beverage, Wine Tasting, Hospitality Management, Event Management, Event Planning, Food, Tourism, Customer Service, Restaurants, POS, Inventory Management, Sales, Culinary Skills, Winemaking, Wineries, Alcoholic Beverages
Education
Sonoma State University 2011 — 2012
Wine Business Management
Culinary Institute of America 2000 — 2005
Hillsdale High School 1980 — 1984
Professional Home Management 1996 - Present
Rani's Home Day Care 2011 - 2013
CUNA Mutual Group 2006 - 2009
Skills
Microsoft Office, Microsoft Word, Customer Service, Social Media, Team Building, PowerPoint, Coaching, Teaching, Time Management, Event Management, Microsoft Excel, Outlook, Teamwork
Education
Tarrant County College
Associate of Arts (AA), Elementary Education and Teaching
Sacramento, California Senior Lending Protection ManagerCUNA Mutual Group2004 - 2012
CUNA Mutual Group 1998 - 2004
CUNA Mutual Group 1990 - 1998
Skills
Training & Development, Customer Satisfaction, International Trade, Coaching, Public Relations, Public Speaking
Education
San Jose State University 1978 — 1983
Bachelor of Arts (B.A.), Public Relations/Image Management, 2.0
CUNA Mutual Group August 2007 - Present
Centra Credit Union December 1997 - August 2007
Skills
Problem solving, Creative Problem Solving, Sales Management, Sales Operations, Job Coaching, Team Leadership, Leadership Development, Sales Presentations, Succession Planning, Passion for Success, Outstanding time..., Employee Training, Time Management, Branch Banking, Loans
Education
Sullivan University 1984 — 1986
Associate of Arts and Sciences (AAS), Tourism and Travel Services Management
CUNA Mutual Group
Skills
Insurance, Claim, Disability Insurance, Claims Management, Process Improvement, Customer Service, Underwriting, Property & Casualty...
Education
WITC 1999 — 2000
General Studies
Southern Illinois University, Edwardsville 1998 — 1999
General Studies
LPL Financial June 2012 - Present
Wells Fargo Advisors June 2009 - June 2012
CUNA Mutual Group 2001 - 2008
Skills
FINRA Series 4, 7, 9,...
Education
U S Navy 1985 — 1990
Gunners Mate, USS Luce (DDG-38)
Saint Louis University 1982 — 1985
Bachelor of Science (BS), Accounting and Finance