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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2,311 CUNA Mutual Group employees in database. Find out everything there's to know about CUNA Mutual Group 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 Group Employees
Employee
Years
Job
Industry
Jessica Rosales Jessica Rosales's CUNA Mutual Group Experience March 2008 - January 2011
Job Registered Interior Designer
Industry Architecture & Planning
Experience
BOKA Powell December 2014 - Present
Wilson Associates January 2011 - October 2014
CUNA Mutual Group March 2008 - January 2011
Skills
LEED AP, Microsoft Office, Word, Excel, PowerPoint, Customer Service, Space Planning, Interior Design, AutoCAD, Retail, Photoshop, Outlook, SketchUp, AutoCAD Architecture, Rendering, Space planning, Revit, Microsoft Excel, Design Research
Education
The University of Texas at Arlington 2004 — 2008
Bachelor of Science, Interior Design
Metropolitan Christian School 1998 — 2002
Honors Diploma
BOKA Powell December 2014 - Present
Wilson Associates January 2011 - October 2014
CUNA Mutual Group March 2008 - January 2011
Skills
LEED AP, Microsoft Office, Word, Excel, PowerPoint, Customer Service, Space Planning, Interior Design, AutoCAD, Retail, Photoshop, Outlook, SketchUp, AutoCAD Architecture, Rendering, Space planning, Revit, Microsoft Excel, Design Research
Education
The University of Texas at Arlington 2004 — 2008
Bachelor of Science, Interior Design
Metropolitan Christian School 1998 — 2002
Honors Diploma
R.J. Williams R.J. Williams's CUNA Mutual Group Experience March 2005 - May 2010
Job Liquidity Consultant at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation June 2014 - Present
Regions Financial Corporation April 2012 - Present
Merrill Lynch June 2010 - June 2011
CUNA Mutual Group March 2005 - May 2010
Enterprise Leasing Co May 2004 - March 2005
Enterprise Leasing Co. August 2003 - May 2004
Skills
Strategic Financial..., Insurance, Investments, Financial Analysis, Strategic Planning, Process Improvement, Microsoft Excel, Budgets, Sales, Microsoft Office, Customer Service, Account Management, Project Management, Team Building, Marketing, Due Diligence, Financial Modeling, Accounting, Risk Management, Banking, Finance, Financial Services
Education
University of Alabama at Birmingham 2009 — 2011
Masters, Business Administration
University of Alabama at Birmingham 1996 — 2001
Bachelor of Arts, Economics
Regions Financial Corporation June 2014 - Present
Regions Financial Corporation April 2012 - Present
Merrill Lynch June 2010 - June 2011
CUNA Mutual Group March 2005 - May 2010
Enterprise Leasing Co May 2004 - March 2005
Enterprise Leasing Co. August 2003 - May 2004
Skills
Strategic Financial..., Insurance, Investments, Financial Analysis, Strategic Planning, Process Improvement, Microsoft Excel, Budgets, Sales, Microsoft Office, Customer Service, Account Management, Project Management, Team Building, Marketing, Due Diligence, Financial Modeling, Accounting, Risk Management, Banking, Finance, Financial Services
Education
University of Alabama at Birmingham 2009 — 2011
Masters, Business Administration
University of Alabama at Birmingham 1996 — 2001
Bachelor of Arts, Economics
Mark Breyer Mark Breyer's CUNA Mutual Group Experience March 2014 - February 2015
Job Payments and Insurance Industry Leader
Industry Insurance
Experience
Innovation Group North America February 2015 - Present
CUNA Mutual Group March 2014 - February 2015
American Family Insurance November 2013 - February 2014
American Family Insurance May 2002 - November 2013
American Family Insurance March 1999 - May 2002
American Family Insurance October 1989 - March 1999
TDS Telecommunications Corp. July 1988 - October 1989
AnchorBank August 1986 - July 1988
Skills
Insurance, Process Improvement, Management, Analysis, Payments, Strategy, Leadership, New Business Development, Banking, Business Analysis, Financial Services, Sales, Budgets, Risk Management, Finance
Education
University of Wisconsin-Whitewater 1986 — 1988
Master of Business Administration (MBA), Finance, General
University of Arizona 1986 — 1986
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Madison 1982 — 1985
Bachelor of Arts (B.A.), Economics
Innovation Group North America February 2015 - Present
CUNA Mutual Group March 2014 - February 2015
American Family Insurance November 2013 - February 2014
American Family Insurance May 2002 - November 2013
American Family Insurance March 1999 - May 2002
American Family Insurance October 1989 - March 1999
TDS Telecommunications Corp. July 1988 - October 1989
AnchorBank August 1986 - July 1988
Skills
Insurance, Process Improvement, Management, Analysis, Payments, Strategy, Leadership, New Business Development, Banking, Business Analysis, Financial Services, Sales, Budgets, Risk Management, Finance
Education
University of Wisconsin-Whitewater 1986 — 1988
Master of Business Administration (MBA), Finance, General
University of Arizona 1986 — 1986
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Madison 1982 — 1985
Bachelor of Arts (B.A.), Economics
Ralph Sharp, LHEP™ , LIFO® Trainer Ralph Sharp, LHEP™ , LIFO® Trainer's CUNA Mutual Group Experience August 1997 - August 2004
Job Chief Operating Officer, The Schutz Company
Industry Professional Training & Coaching
Experience
The Schutz Company June 2010 - Present
CUNA Mutual Group August 1997 - August 2004
Merrill Lynch January 1990 - August 1995
Skills
Emotional Intelligence, The Human Element, Chartered Leadership..., LIFO® (Life..., Leadership Development, Organizational..., Management Development, Workshop Facilitation, Team Building, Culture Change, Personal Development, Management Consulting, Organizational...
Education
Texas State University 1986 — 1988
BBA, Finance
The Schutz Company June 2010 - Present
CUNA Mutual Group August 1997 - August 2004
Merrill Lynch January 1990 - August 1995
Skills
Emotional Intelligence, The Human Element, Chartered Leadership..., LIFO® (Life..., Leadership Development, Organizational..., Management Development, Workshop Facilitation, Team Building, Culture Change, Personal Development, Management Consulting, Organizational...
Education
Texas State University 1986 — 1988
BBA, Finance
Chris McRay Chris McRay's CUNA Mutual Group Experience August 2015 - Present
Job Operational Leadership & Planning
Industry Insurance
Experience
CUNA Mutual Group August 2015 - Present
Outpac Designs Inc. December 2012 - June 2015
Greenleaf Book Group February 2012 - December 2012
Greenleaf Book Group December 2009 - February 2012
Greenleaf Book Group September 2008 - December 2009
Seattle's Best Coffee (RTG Business Enterprises, dba) March 2007 - July 2008
Greenleaf Book Group December 2005 - March 2007
Seattle's Best Coffee (RTG Business Enterprises, dba) September 2003 - December 2005
Sage Baking Company 2001 - 2003
State of Texas 2000 - 2001
Skills
Project Management, Vendor Management, Leadership, Cross-functional Team..., Process Improvement, Change Management, Strategic Planning, Business Development, Management, Strategy Implementation, Customer Service, Sales, Team Management, Training, Onboarding, Strategy, Publishing, Program Management, Team Building, Microsoft Excel, Business Analysis, EDI, Data Analysis, Inventory Management, Customer Relations, Customer Satisfaction, Operations Management, Budgets, Analysis, Retail, Microsoft Office, Forecasting, Continuous Improvement
Education
Texas State University 1997 — 2001
BAIS, International Relations & Spanish, 3.45 GPA
CUNA Mutual Group August 2015 - Present
Outpac Designs Inc. December 2012 - June 2015
Greenleaf Book Group February 2012 - December 2012
Greenleaf Book Group December 2009 - February 2012
Greenleaf Book Group September 2008 - December 2009
Seattle's Best Coffee (RTG Business Enterprises, dba) March 2007 - July 2008
Greenleaf Book Group December 2005 - March 2007
Seattle's Best Coffee (RTG Business Enterprises, dba) September 2003 - December 2005
Sage Baking Company 2001 - 2003
State of Texas 2000 - 2001
Skills
Project Management, Vendor Management, Leadership, Cross-functional Team..., Process Improvement, Change Management, Strategic Planning, Business Development, Management, Strategy Implementation, Customer Service, Sales, Team Management, Training, Onboarding, Strategy, Publishing, Program Management, Team Building, Microsoft Excel, Business Analysis, EDI, Data Analysis, Inventory Management, Customer Relations, Customer Satisfaction, Operations Management, Budgets, Analysis, Retail, Microsoft Office, Forecasting, Continuous Improvement
Education
Texas State University 1997 — 2001
BAIS, International Relations & Spanish, 3.45 GPA
Kedra Washington-Moore Kedra Washington-Moore's CUNA Mutual Group Experience December 2003 - March 2009
Job Recruiter Consulting at Brooke Staffing Companies, Inc.
Industry Staffing and Recruiting
Experience
Brooke Staffing Companies, Inc. March 2015 - Present
KeyStaff September 2013 - 2014
Allstate April 2009 - September 2013
CUNA Mutual Group December 2003 - March 2009
Skills
Temporary Staffing, Management, Human Resources, Sales Presentations, Data Analysis, Employee Benefits, Contract Management, Customer Satisfaction, Temporary Placement, Advertising, Interviews, Continuous Improvement, Umbrella Insurance, Resume Writing, Executive Management, Recruiting, Training
Education
Texas State University-San Marcos
Marketing/Marketing Management
Brooke Staffing Companies, Inc. March 2015 - Present
KeyStaff September 2013 - 2014
Allstate April 2009 - September 2013
CUNA Mutual Group December 2003 - March 2009
Skills
Temporary Staffing, Management, Human Resources, Sales Presentations, Data Analysis, Employee Benefits, Contract Management, Customer Satisfaction, Temporary Placement, Advertising, Interviews, Continuous Improvement, Umbrella Insurance, Resume Writing, Executive Management, Recruiting, Training
Education
Texas State University-San Marcos
Marketing/Marketing Management
Marge Kammerer's CUNA Mutual Group Experience August 2003 - March 2005
Job Training | Implementation | Leadership
Industry Professional Training & Coaching
Experience
American Red Cross June 2013 - Present
Martec International April 2010 - Present
Vanity Flair & Boudoir Chair March 2009 - Present
Curian Clearing June 2011 - October 2012
Family Tree March 2007 - March 2012
A Soft Place to Land October 2010 - May 2011
TFOT July 2010 - October 2010
Committee to Elect Chris Radeff September 2009 - October 2010
Hein & Associates LLP January 2006 - July 2010
CUNA Mutual Group August 2003 - March 2005
Skills
Team Building, Leadership Development, Process Improvement, Coaching, Customer Service, Time Management, Strategic Thinking, Efficiency, Building Coalitions, Information Management, Personality Assessment, Motivation, Leadership, Motivational..., Building Relationships, Training, Management, Event Planning, Strategic Planning, Workshop Facilitation, Strategy, Outlook, Budgets, Community Outreach, Research, Sales, Project Management, Software Documentation, Employee Relations, Teamwork, Marketing, Project Planning, Policy, Sourcing, Program Management, Onboarding, Employee Training, Conflict Resolution, Organizational..., Interviews, Organizational..., Team Management, Change Management, Team Leadership, Voiceovers, CRM, Salesforce.com
Education
University of Colorado Denver
Master of Education
University of Wyoming
Bachelor of Science
American Red Cross June 2013 - Present
Martec International April 2010 - Present
Vanity Flair & Boudoir Chair March 2009 - Present
Curian Clearing June 2011 - October 2012
Family Tree March 2007 - March 2012
A Soft Place to Land October 2010 - May 2011
TFOT July 2010 - October 2010
Committee to Elect Chris Radeff September 2009 - October 2010
Hein & Associates LLP January 2006 - July 2010
CUNA Mutual Group August 2003 - March 2005
Skills
Team Building, Leadership Development, Process Improvement, Coaching, Customer Service, Time Management, Strategic Thinking, Efficiency, Building Coalitions, Information Management, Personality Assessment, Motivation, Leadership, Motivational..., Building Relationships, Training, Management, Event Planning, Strategic Planning, Workshop Facilitation, Strategy, Outlook, Budgets, Community Outreach, Research, Sales, Project Management, Software Documentation, Employee Relations, Teamwork, Marketing, Project Planning, Policy, Sourcing, Program Management, Onboarding, Employee Training, Conflict Resolution, Organizational..., Interviews, Organizational..., Team Management, Change Management, Team Leadership, Voiceovers, CRM, Salesforce.com
Education
University of Colorado Denver
Master of Education
University of Wyoming
Bachelor of Science
Robin Skierka Robin Skierka's CUNA Mutual Group Experience August 2013 - May 2014
Job Project Manager/Business Analyst at Skierka's Consulting LLC
Industry Information Technology and Services
Experience
Skierka's Consulting LLC August 2014 - Present
State of WI, Department of Children & Families through Skierka's Consulting LLC August 2014 - February 2015
CUNA Mutual Group August 2013 - May 2014
Edward Jones Financial Services October 2011 - July 2013
Department of Defense October 2010 - November 2011
Bradford and Galt July 2010 - December 2010
Keane October 2003 - May 2010
Creative Memories December 2000 - December 2005
Lambda Omega, Inc October 1997 - October 1999
United States Air Force August 1993 - January 1995
Skills
PMP, SDLC, Program Management, Project Management, Quality Assurance, Integration, Requirements Analysis, Business Analysis, Process Improvement, Leadership, Project Planning, Software Project..., MS Project, Management, Cross-functional Team..., Vendor Management, Testing, Training, SharePoint, Business Intelligence, Business Process..., PMO, Resource Management, Military, Change Management, Team Leadership, Project Portfolio..., Air Force
Education
University of Utah 1995 — 1997
ME, Bioengineering
Weber State University 1995 — 1995
Physiology/Anatomy
Wright State University 1992 — 1992
Biomedical engineering
University of Colorado Boulder 1984 — 1989
BS, Aerospace Engineering
Skierka's Consulting LLC August 2014 - Present
State of WI, Department of Children & Families through Skierka's Consulting LLC August 2014 - February 2015
CUNA Mutual Group August 2013 - May 2014
Edward Jones Financial Services October 2011 - July 2013
Department of Defense October 2010 - November 2011
Bradford and Galt July 2010 - December 2010
Keane October 2003 - May 2010
Creative Memories December 2000 - December 2005
Lambda Omega, Inc October 1997 - October 1999
United States Air Force August 1993 - January 1995
Skills
PMP, SDLC, Program Management, Project Management, Quality Assurance, Integration, Requirements Analysis, Business Analysis, Process Improvement, Leadership, Project Planning, Software Project..., MS Project, Management, Cross-functional Team..., Vendor Management, Testing, Training, SharePoint, Business Intelligence, Business Process..., PMO, Resource Management, Military, Change Management, Team Leadership, Project Portfolio..., Air Force
Education
University of Utah 1995 — 1997
ME, Bioengineering
Weber State University 1995 — 1995
Physiology/Anatomy
Wright State University 1992 — 1992
Biomedical engineering
University of Colorado Boulder 1984 — 1989
BS, Aerospace Engineering
John Goodpasture John Goodpasture's CUNA Mutual Group Experience 1993 - 1994
Job IT Service Delivery Manager at Ford Motor Company
Industry Information Technology and Services
Experience
Ford Motor Company January 2015 - Present
Ford Motor Credit Company January 1995 - Present
CUNA Mutual Group 1993 - 1994
Skills
Program Management, Business Analysis, Process Improvement, Risk Management, Business Intelligence, SDLC, Business Process..., IT Strategy, Enterprise Architecture, Vendor Management, Requirements Analysis, CRM, Solution Architecture, Change Management, Software Project..., Visio, ITIL
Education
University of Wisconsin-Madison - School of Business 2003 — 2004
MBA, Business - MIS
University of Kansas 1983 — 1988
BS / BA, Business Administration / English
Ford Motor Company January 2015 - Present
Ford Motor Credit Company January 1995 - Present
CUNA Mutual Group 1993 - 1994
Skills
Program Management, Business Analysis, Process Improvement, Risk Management, Business Intelligence, SDLC, Business Process..., IT Strategy, Enterprise Architecture, Vendor Management, Requirements Analysis, CRM, Solution Architecture, Change Management, Software Project..., Visio, ITIL
Education
University of Wisconsin-Madison - School of Business 2003 — 2004
MBA, Business - MIS
University of Kansas 1983 — 1988
BS / BA, Business Administration / English
Anna DeHoog Anna DeHoog's CUNA Mutual Group Experience 1999 - 2006
Job General Manager
Industry Automotive
Experience
All-Pro Fleet Services June 2012 - Present
KeyBank April 2009 - June 2012
Morgan Stanley Smith Barney 2006 - 2009
CUNA Mutual Group 1999 - 2006
Skills
Non-profit Leadership, Business Development, Public Speaking, Financial Analysis, Mentoring, QuickBooks, Microsoft Office, Account Management, Business, Community Outreach, Key Account Management, Team Leadership, Business Coaching, Marketing Strategy, Newsletters, Office Management, Customer Service, Accounts Receivable, Sales Operations, Retirement Planning, Employee Benefits, Investment Strategies, Lotus Notes, Retirement, Asset Management, Human Resources, Strategic Planning, New Business Development, Finance, Small Business, Insurance, Budgets, Automotive, Event Planning, Financial Services, Teaching, Training, Leadership, Investments, Sales, Time Management, Team Building, Fixed Annuities, Operations Management, Customer Satisfaction, Management, Series 7, Investment Advisory, Small Business Lending, Mutual Funds
Education
Ford Leadership Institute 2012 — 2013
The University of Memphis 1988 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Southern California 1986 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wasilla High School 1984 — 1986
High School Diploma
All-Pro Fleet Services June 2012 - Present
KeyBank April 2009 - June 2012
Morgan Stanley Smith Barney 2006 - 2009
CUNA Mutual Group 1999 - 2006
Skills
Non-profit Leadership, Business Development, Public Speaking, Financial Analysis, Mentoring, QuickBooks, Microsoft Office, Account Management, Business, Community Outreach, Key Account Management, Team Leadership, Business Coaching, Marketing Strategy, Newsletters, Office Management, Customer Service, Accounts Receivable, Sales Operations, Retirement Planning, Employee Benefits, Investment Strategies, Lotus Notes, Retirement, Asset Management, Human Resources, Strategic Planning, New Business Development, Finance, Small Business, Insurance, Budgets, Automotive, Event Planning, Financial Services, Teaching, Training, Leadership, Investments, Sales, Time Management, Team Building, Fixed Annuities, Operations Management, Customer Satisfaction, Management, Series 7, Investment Advisory, Small Business Lending, Mutual Funds
Education
Ford Leadership Institute 2012 — 2013
The University of Memphis 1988 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Southern California 1986 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wasilla High School 1984 — 1986
High School Diploma
Jose Luis Herrera's CUNA Mutual Group Experience July 2000 - August 2002
Job Finance Manager at BT Global Services
Industry Financial Services
Experience
BT Global Services December 2011 - Present
BT Global Services June 2012 - April 2014
BT Global Services December 2011 - May 2012
L-3 Communications June 2010 - July 2011
FedEx Office July 2009 - February 2010
McAfee August 2008 - April 2009
PepsiCo, Inc. September 2005 - June 2008
AT&T 2002 - 2005
CUNA Mutual Group July 2000 - August 2002
Skills
Budget Analysis, Forecasting, Variance Analysis, Financial System..., Process Reviews, Audit Support, Shared Service Center, Financial Processes, Financial Reporting, Business Reporting, Reporting & Analysis, Crystal Reports, Report Writing, Annual Reports, Oracle Reports, Report Generation, Data Analysis, Databases, Database Administration, Data Warehousing, Data Mining, Database Design, Database Management, Data Management, Excel, Access, Microsoft Office, MS Office Suite, Spanish, Spanish translation, English, Fluent English, Business English, written Spanish, write Spanish, Year End Accounts, Year End Close, Month End Close, Month End, Monthly Reporting, Monthly Close, Monthly Closing, Customization, Customer Focus, Localization, Translation, Microsoft Excel, Finance, Account Reconciliation, Strategic Financial...
Education
University of Phoenix 2008 — 2009
MBA, Global Management
The University of Texas at El Paso
BT Global Services December 2011 - Present
BT Global Services June 2012 - April 2014
BT Global Services December 2011 - May 2012
L-3 Communications June 2010 - July 2011
FedEx Office July 2009 - February 2010
McAfee August 2008 - April 2009
PepsiCo, Inc. September 2005 - June 2008
AT&T 2002 - 2005
CUNA Mutual Group July 2000 - August 2002
Skills
Budget Analysis, Forecasting, Variance Analysis, Financial System..., Process Reviews, Audit Support, Shared Service Center, Financial Processes, Financial Reporting, Business Reporting, Reporting & Analysis, Crystal Reports, Report Writing, Annual Reports, Oracle Reports, Report Generation, Data Analysis, Databases, Database Administration, Data Warehousing, Data Mining, Database Design, Database Management, Data Management, Excel, Access, Microsoft Office, MS Office Suite, Spanish, Spanish translation, English, Fluent English, Business English, written Spanish, write Spanish, Year End Accounts, Year End Close, Month End Close, Month End, Monthly Reporting, Monthly Close, Monthly Closing, Customization, Customer Focus, Localization, Translation, Microsoft Excel, Finance, Account Reconciliation, Strategic Financial...
Education
University of Phoenix 2008 — 2009
MBA, Global Management
The University of Texas at El Paso
Fabio Mora Fabio Mora's CUNA Mutual Group Experience October 2013 - Present
Job Supply Analyst Manager at CUNA Mutual Group
Industry Telecommunications
Experience
CUNA Mutual Group October 2013 - Present
Ericsson September 2012 - June 2013
Ericsson December 2008 - August 2012
Ericsson December 2008 - August 2012
Alcatel-Lucent December 2005 - December 2008
Skills
Pre-sales, Telecommunications, LTE, BSS, 3G, GSM, IP, Wireless, VAS, VoIP, Network Design, Service Delivery, UMTS, GPRS, WCDMA, SS7, Core Network, 2G, CDMA
Education
Universidad de Costa Rica 1996 — 2003
Bachelor, Electrical Engineering
CUNA Mutual Group October 2013 - Present
Ericsson September 2012 - June 2013
Ericsson December 2008 - August 2012
Ericsson December 2008 - August 2012
Alcatel-Lucent December 2005 - December 2008
Skills
Pre-sales, Telecommunications, LTE, BSS, 3G, GSM, IP, Wireless, VAS, VoIP, Network Design, Service Delivery, UMTS, GPRS, WCDMA, SS7, Core Network, 2G, CDMA
Education
Universidad de Costa Rica 1996 — 2003
Bachelor, Electrical Engineering
Clinton Miller Clinton Miller's CUNA Mutual Group Experience May 2013 - Present
Job Lending Protection Manager at CUNA Mutual Group
Industry Banking
Experience
CUNA Mutual Group May 2013 - Present
General Credit Union May 2009 - May 2013
Enterprise Car Sales August 2006 - January 2009
Skills
Sales Management, Team Building, Sales, Loans, Management, Finance, Negotiation, Customer Service, Business Development, New Business Development, Credit, Financial Analysis, Mortgage Lending, Customer Retention, Customer Satisfaction, Credit Unions, Marketing, Banking
Education
The Defiance College 2001 — 2005
BA, Marketing & Management
CUNA Mutual Group May 2013 - Present
General Credit Union May 2009 - May 2013
Enterprise Car Sales August 2006 - January 2009
Skills
Sales Management, Team Building, Sales, Loans, Management, Finance, Negotiation, Customer Service, Business Development, New Business Development, Credit, Financial Analysis, Mortgage Lending, Customer Retention, Customer Satisfaction, Credit Unions, Marketing, Banking
Education
The Defiance College 2001 — 2005
BA, Marketing & Management
Jackie B. Forman Jackie B. Forman's CUNA Mutual Group Experience July 2015 - Present
Job Inspiring Instructional Designer and Trainer
Industry Computer Software
Experience
CUNA Mutual Group July 2015 - Present
CUNA Mutual Group December 2014 - June 2015
Epic June 2010 - December 2014
Olentangy Liberty High School April 2009 - June 2010
BAND Percussion Studios May 2003 - June 2010
Starbucks November 2008 - May 2010
Thomas Worthington High School November 2005 - May 2009
Skills
Training, Adult Education, Instructional Design, Captivate, Public Speaking, Curriculum Design, Epic Systems, Instructor-led Training, Teaching, Technical Training, Curriculum Development, Music Education, Performing Arts, Microsoft Office, Project Management, Blended Learning, Employee Training, Leadership, Teamwork, Percussion Performance, Management, Adaptability, Peer Mentoring, Communication, Corporate Training, Customer Service, Project Planning, Music Performance, Curriculum Assessment, International Education, Development & delivery..., Presenter, Subject Matter Experts, Positivity, Editing, Includer, Distance Learning, Writing, Creative Direction, Customer Satisfaction, Winning Others Over, Change Management, Leadership Development, Love Of Learning, Seeing the Bigger..., Exceptional People..., Educational Assessment, Team Building, Easily Adaptable, Motivational Speaking
Education
The Ohio State University 2004 — 2008
Bachelor of Music, Percussion Performance
The Ohio State University 2003 — 2008
Bachelor of Education (B.Ed.), Music Education
CUNA Mutual Group July 2015 - Present
CUNA Mutual Group December 2014 - June 2015
Epic June 2010 - December 2014
Olentangy Liberty High School April 2009 - June 2010
BAND Percussion Studios May 2003 - June 2010
Starbucks November 2008 - May 2010
Thomas Worthington High School November 2005 - May 2009
Skills
Training, Adult Education, Instructional Design, Captivate, Public Speaking, Curriculum Design, Epic Systems, Instructor-led Training, Teaching, Technical Training, Curriculum Development, Music Education, Performing Arts, Microsoft Office, Project Management, Blended Learning, Employee Training, Leadership, Teamwork, Percussion Performance, Management, Adaptability, Peer Mentoring, Communication, Corporate Training, Customer Service, Project Planning, Music Performance, Curriculum Assessment, International Education, Development & delivery..., Presenter, Subject Matter Experts, Positivity, Editing, Includer, Distance Learning, Writing, Creative Direction, Customer Satisfaction, Winning Others Over, Change Management, Leadership Development, Love Of Learning, Seeing the Bigger..., Exceptional People..., Educational Assessment, Team Building, Easily Adaptable, Motivational Speaking
Education
The Ohio State University 2004 — 2008
Bachelor of Music, Percussion Performance
The Ohio State University 2003 — 2008
Bachelor of Education (B.Ed.), Music Education
Clark Bartlett's CUNA Mutual Group Experience June 1994 - May 2007
Job Registered Representative at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha September 2012 - Present
Mutual of Omaha February 2013 - January 2015
First Empire Securities, Inc September 2007 - May 2010
CUNA Mutual Group June 1994 - May 2007
Skills
Recruiting,Training and..., Insurance, Disability Insurance, Health Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Employee Benefits, Sales Management, Sales, Account Management, Cold Calling, Managed Care, Strategic Financial..., Financial Services, Financial Advisory, Training, Retirement Planning, 401k, Leadership, Financial Planning
Education
The University of Texas at Arlington 1975 — 1979
Management/ Marketing, Management/ Marketing, 3.7
The University of Texas at Arlington 1975 — 1979
Management/ marketing, Business
Arlington high Scool 1972 — 1975
Arlington High School
Mutual of Omaha September 2012 - Present
Mutual of Omaha February 2013 - January 2015
First Empire Securities, Inc September 2007 - May 2010
CUNA Mutual Group June 1994 - May 2007
Skills
Recruiting,Training and..., Insurance, Disability Insurance, Health Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Employee Benefits, Sales Management, Sales, Account Management, Cold Calling, Managed Care, Strategic Financial..., Financial Services, Financial Advisory, Training, Retirement Planning, 401k, Leadership, Financial Planning
Education
The University of Texas at Arlington 1975 — 1979
Management/ Marketing, Management/ Marketing, 3.7
The University of Texas at Arlington 1975 — 1979
Management/ marketing, Business
Arlington high Scool 1972 — 1975
Arlington High School
Bruce Haarmann Bruce Haarmann's CUNA Mutual Group Experience June 2000 - December 2002
Job Assistant Legal Counsel at State of Wisconsin Investment Board
Industry Investment Management
Experience
State of Wisconsin Investment Board April 2004 - Present
Waukesha County March 2003 - February 2004
CUNA Mutual Group June 2000 - December 2002
Wausau Insurance August 1984 - November 1999
State of Wisconsin Legislative Audit Bureau June 1978 - July 1984
Skills
Contract Negotiation, Legal Advice, Legal Compliance, Advocacy, Financial Risk, Litigation, Arbitration, Legal Research, Insurance, Regulatory Affairs, Government Relations, Licensing, Corporate Law, Bankruptcy, Commercial Litigation, Insurance Law, Class Actions, Litigation Management, Civil Litigation, Investments, Corporate Governance, Employment Law, Intellectual Property, Legal Writing, Legislative Relations, Mediation, Negotiation, Privacy Law, Property, Risk Management
Education
UW Executive Education 2010 — 2015
Trinity International University 2000 — 2006
MAR, Theology
University of Wisconsin Law School 1975 — 1978
JD, Law
University of Wisconsin-Madison 1970 — 1974
BA, Philosophy
Nicolet High School
High School Diploma
State of Wisconsin Investment Board April 2004 - Present
Waukesha County March 2003 - February 2004
CUNA Mutual Group June 2000 - December 2002
Wausau Insurance August 1984 - November 1999
State of Wisconsin Legislative Audit Bureau June 1978 - July 1984
Skills
Contract Negotiation, Legal Advice, Legal Compliance, Advocacy, Financial Risk, Litigation, Arbitration, Legal Research, Insurance, Regulatory Affairs, Government Relations, Licensing, Corporate Law, Bankruptcy, Commercial Litigation, Insurance Law, Class Actions, Litigation Management, Civil Litigation, Investments, Corporate Governance, Employment Law, Intellectual Property, Legal Writing, Legislative Relations, Mediation, Negotiation, Privacy Law, Property, Risk Management
Education
UW Executive Education 2010 — 2015
Trinity International University 2000 — 2006
MAR, Theology
University of Wisconsin Law School 1975 — 1978
JD, Law
University of Wisconsin-Madison 1970 — 1974
BA, Philosophy
Nicolet High School
High School Diploma
Sarah Van Dyke's CUNA Mutual Group Experience May 2011 - February 2012
Job
Industry Information Technology and Services
Experience
Huron Consulting Group May 2014 - Present
Antics Flipbooks July 2011 - July 2015
Vonlay - a Huron Healthcare Solution March 2012 - April 2014
CUNA Mutual Group May 2011 - February 2012
Epic Systems Corporation June 2006 - February 2011
Epic Systems Corporation January 2005 - February 2011
Hilton Madison Hotel April 2003 - December 2004
Education
University of Wisconsin-Madison 1999 — 2004
BA
The University of Freiburg 2002 — 2002
Huron Consulting Group May 2014 - Present
Antics Flipbooks July 2011 - July 2015
Vonlay - a Huron Healthcare Solution March 2012 - April 2014
CUNA Mutual Group May 2011 - February 2012
Epic Systems Corporation June 2006 - February 2011
Epic Systems Corporation January 2005 - February 2011
Hilton Madison Hotel April 2003 - December 2004
Education
University of Wisconsin-Madison 1999 — 2004
BA
The University of Freiburg 2002 — 2002
Jim Delforge Jim Delforge's CUNA Mutual Group Experience June 2013 - June 2014
Job Information Technology Leadership Program at GE Oil & Gas
Industry Information Technology and Services
Experience
GE Oil & Gas June 2014 - Present
CUNA Mutual Group June 2013 - June 2014
Lowell Lodging & Conference Center August 2010 - March 2014
CUNA Mutual Group June 2012 - August 2012
Bowl-Rite, Inc. June 2010 - August 2011
CertaPro Painters June 2009 - July 2010
Skills
Microsoft Office, Business Process..., Project Management, Social Media, Customer Service, Customer Satisfaction, Research, Web Development, Visual Studio, Visual Basic, Java, Building Relationships, Food Service Operations, Teamwork, Oral & Written..., Spanish, Culture, Problem Solving, Application Lifecycle..., Microsoft SQL Server, ADO.NET, ASP.NET, Visio, SharePoint, Time Management, Management
Education
University of Wisconsin-Madison - School of Business 2009 — 2014
Bachelor of Business Administration (BBA), Information Systems; Spanish
Universidad de Sevilla 2012 — 2012
Study Abroad Program, Business/Commerce, General; Spanish
Catholic Memorial High School 2005 — 2009
Diploma
GE Oil & Gas June 2014 - Present
CUNA Mutual Group June 2013 - June 2014
Lowell Lodging & Conference Center August 2010 - March 2014
CUNA Mutual Group June 2012 - August 2012
Bowl-Rite, Inc. June 2010 - August 2011
CertaPro Painters June 2009 - July 2010
Skills
Microsoft Office, Business Process..., Project Management, Social Media, Customer Service, Customer Satisfaction, Research, Web Development, Visual Studio, Visual Basic, Java, Building Relationships, Food Service Operations, Teamwork, Oral & Written..., Spanish, Culture, Problem Solving, Application Lifecycle..., Microsoft SQL Server, ADO.NET, ASP.NET, Visio, SharePoint, Time Management, Management
Education
University of Wisconsin-Madison - School of Business 2009 — 2014
Bachelor of Business Administration (BBA), Information Systems; Spanish
Universidad de Sevilla 2012 — 2012
Study Abroad Program, Business/Commerce, General; Spanish
Catholic Memorial High School 2005 — 2009
Diploma
Chris Wheat's CUNA Mutual Group Experience June 2009 - August 2009
Job
Industry Government Administration
Experience
City of Chicago November 2011 - Present
Roland Berger Strategy Consultants August 2010 - November 2011
CUNA Mutual Group June 2009 - August 2009
Stephens Inc. August 2005 - July 2008
Stephens Inc. September 2003 - August 2005
Downtown St. Louis Partnership June 2003 - August 2003
Education
The University of Chicago - Booth School of Business
MBA
Washington University in St. Louis
BA
City of Chicago November 2011 - Present
Roland Berger Strategy Consultants August 2010 - November 2011
CUNA Mutual Group June 2009 - August 2009
Stephens Inc. August 2005 - July 2008
Stephens Inc. September 2003 - August 2005
Downtown St. Louis Partnership June 2003 - August 2003
Education
The University of Chicago - Booth School of Business
MBA
Washington University in St. Louis
BA
Myriah Hrdlicka Myriah Hrdlicka's CUNA Mutual Group Experience September 2013 - December 2013
Job Business Category Associate at General Mills
Industry Consumer Goods
Experience
General Mills January 2014 - January 2015
CUNA Mutual Group September 2013 - December 2013
Wisconsin School of Business August 2013 - December 2013
CUNA Mutual Group June 2013 - August 2013
Tallard Apartments September 2012 - August 2013
Genera Mobile September 2011 - June 2012
Apple Retail June 2010 - August 2011
SEK Surebond May 2010 - August 2010
Center on Education and Work, University of Wisconsin-Madison August 2009 - February 2010
R.M. Berg General Contractor, Inc May 2008 - August 2009
Skills
Microsoft Office, Spanish, Google Analytics, Google Docs, SPSS, Adobe Creative Suite, HTML, CSS, iLife, Event Planning, Customer Service, Mac, Sales, Event Management, Social Media Marketing, Social Media, Twitter, Facebook, Pinterest, Tumblr, Blogging, Google+, Hootsuite, Netvibes, Marketing Strategy, Public Speaking, Prezi, Databases, Aperture, Final Cut Pro, Social Networking, Training, iWork
Education
University of Wisconsin-Madison - School of Business 2009 — 2013
Bachelor of Business Administration
Universidad de Sevilla 2011 — 2012
Bachelor of Business Administration (BBA)
Evansville High School 2005 — 2009
General Mills January 2014 - January 2015
CUNA Mutual Group September 2013 - December 2013
Wisconsin School of Business August 2013 - December 2013
CUNA Mutual Group June 2013 - August 2013
Tallard Apartments September 2012 - August 2013
Genera Mobile September 2011 - June 2012
Apple Retail June 2010 - August 2011
SEK Surebond May 2010 - August 2010
Center on Education and Work, University of Wisconsin-Madison August 2009 - February 2010
R.M. Berg General Contractor, Inc May 2008 - August 2009
Skills
Microsoft Office, Spanish, Google Analytics, Google Docs, SPSS, Adobe Creative Suite, HTML, CSS, iLife, Event Planning, Customer Service, Mac, Sales, Event Management, Social Media Marketing, Social Media, Twitter, Facebook, Pinterest, Tumblr, Blogging, Google+, Hootsuite, Netvibes, Marketing Strategy, Public Speaking, Prezi, Databases, Aperture, Final Cut Pro, Social Networking, Training, iWork
Education
University of Wisconsin-Madison - School of Business 2009 — 2013
Bachelor of Business Administration
Universidad de Sevilla 2011 — 2012
Bachelor of Business Administration (BBA)
Evansville High School 2005 — 2009
Darko Kalan Darko Kalan's CUNA Mutual Group Experience 1994 - 1997
Job Counselor/Mentor
Industry Nonprofit Organization Management
Experience
Score Managment Counseling for small businesses-Madison WI April 2008 - Present
Score Madison 2007 - Present
Fidelity National Information Services March 2004 - May 2008
Certegy 2000 - 2004
Equifax 1997 - 2000
CUNA Mutual Group 1994 - 1997
Colorado National Bank 1967 - 1994
Skills
Start-ups, Strategic Planning, Business Strategy, Team Building, Process Improvement, Management Consulting, Management, Business Planning, Credit Cards, New Business Development, Coaching, Leadership Development, Program Management, Small Business, Public Speaking, Customer Service
Education
University of Colorado at Boulder
Score Managment Counseling for small businesses-Madison WI April 2008 - Present
Score Madison 2007 - Present
Fidelity National Information Services March 2004 - May 2008
Certegy 2000 - 2004
Equifax 1997 - 2000
CUNA Mutual Group 1994 - 1997
Colorado National Bank 1967 - 1994
Skills
Start-ups, Strategic Planning, Business Strategy, Team Building, Process Improvement, Management Consulting, Management, Business Planning, Credit Cards, New Business Development, Coaching, Leadership Development, Program Management, Small Business, Public Speaking, Customer Service
Education
University of Colorado at Boulder
Jeff Schierlman's CUNA Mutual Group Experience July 2005 - Present
Job Implementation Project Manager at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group July 2005 - Present
The LoanLink Center 2005 - 2008
Skills
Sales, Problem Solving, Call Center, Vendor Management, Process Improvement, Business Analysis, Call Centers, Leadership, Project Management, Customer Retention
Education
The University of Texas at Arlington 2003 — 2009
CUNA Mutual Group July 2005 - Present
The LoanLink Center 2005 - 2008
Skills
Sales, Problem Solving, Call Center, Vendor Management, Process Improvement, Business Analysis, Call Centers, Leadership, Project Management, Customer Retention
Education
The University of Texas at Arlington 2003 — 2009
Tanya Lanier's CUNA Mutual Group Experience February 1996 - January 1997
Job Commercial Loan Officer 2 & Sr. Private Banking Officer , VP at Arvest Bank
Industry Banking
Experience
Arvest Bank Hot Springs January 2008 - Present
Arvest Bank January 2008 - January 2011
Nuvell Financial Services March 1998 - December 2007
CUNA Mutual Group February 1996 - January 1997
Skills
Credit Analysis, Loans, commercial loans, consumer loans, management, credit risk, Private Banking, Banking Relationships, Training Skills, Commercial Lending, Training, Lines Of Credit, Sales, Commercial Banking, Management, Banking, Small Business Lending, Mortgage Lending, Risk Management
Education
University of Arkansas at Little Rock 1984 — 1990
BS, Business Administration and Management, General
Lake Hamilton High School 1980 — 1984
Arvest Bank Hot Springs January 2008 - Present
Arvest Bank January 2008 - January 2011
Nuvell Financial Services March 1998 - December 2007
CUNA Mutual Group February 1996 - January 1997
Skills
Credit Analysis, Loans, commercial loans, consumer loans, management, credit risk, Private Banking, Banking Relationships, Training Skills, Commercial Lending, Training, Lines Of Credit, Sales, Commercial Banking, Management, Banking, Small Business Lending, Mortgage Lending, Risk Management
Education
University of Arkansas at Little Rock 1984 — 1990
BS, Business Administration and Management, General
Lake Hamilton High School 1980 — 1984
Lauren (Calhoun) Capitini Lauren (Calhoun) Capitini's CUNA Mutual Group Experience October 2011 - September 2015
Job Senior Regulatory Compliance Attorney
Industry Financial Services
Experience
CUNA Mutual Group October 2011 - September 2015
U.S. Government Accountability Office May 2006 - October 2011
Skills
Legal Research, Legal Writing, Policy, Corporate Law, Consumer Finance, Regulatory Compliance, Legislative Relations, Regulatory Affairs, Legislative Research, Legislative Issues, Legislative Testimony, Environmental Compliance, Legal Compliance, DOT Compliance, Compliance Management, Transportation Law, Transportation Safety, Department of..., Aviation Law, Federal Aviation..., Mortgage Lending, Consumer Lending, Deposits, Governmental Affairs, Government..., Appropriations, Legal Opinions, Legal Advice, Teaching Adults, Training & Development, Litigation
Education
University of Maryland School of Law 2004 — 2007
JD, Cum Laude
The University of Texas at Austin 2000 — 2004
BA, Government, Sociology, High Honors, Liberal Arts Honors, Special Honors in Government
CUNA Mutual Group October 2011 - September 2015
U.S. Government Accountability Office May 2006 - October 2011
Skills
Legal Research, Legal Writing, Policy, Corporate Law, Consumer Finance, Regulatory Compliance, Legislative Relations, Regulatory Affairs, Legislative Research, Legislative Issues, Legislative Testimony, Environmental Compliance, Legal Compliance, DOT Compliance, Compliance Management, Transportation Law, Transportation Safety, Department of..., Aviation Law, Federal Aviation..., Mortgage Lending, Consumer Lending, Deposits, Governmental Affairs, Government..., Appropriations, Legal Opinions, Legal Advice, Teaching Adults, Training & Development, Litigation
Education
University of Maryland School of Law 2004 — 2007
JD, Cum Laude
The University of Texas at Austin 2000 — 2004
BA, Government, Sociology, High Honors, Liberal Arts Honors, Special Honors in Government
Scott Rick's CUNA Mutual Group Experience June 2010 - August 2010
Job SDET at Microsoft
Industry Computer Software
Experience
Microsoft May 2012 - Present
CUNA Mutual Group June 2010 - August 2010
Boumatic June 2009 - August 2009
Ruud Lighting, Inc. June 2008 - August 2008
Skills
Visual Studio, Eclipse, Git, C, C++, Python, XML, Java, JavaScript, Programming Languages, SQL, ASP.NET, HTML, Ubuntu, Emacs, VB.NET, TFS, Windows, DB2, C#
Education
University of Wisconsin-Madison 2007 — 2011
Double Major & Certificate, Computer Science, Computer Engineering, International Engineering Studies
Universidad de Sevilla 2009 — 2009
Study Abroad, Spanish Language, Liberal Arts
Microsoft May 2012 - Present
CUNA Mutual Group June 2010 - August 2010
Boumatic June 2009 - August 2009
Ruud Lighting, Inc. June 2008 - August 2008
Skills
Visual Studio, Eclipse, Git, C, C++, Python, XML, Java, JavaScript, Programming Languages, SQL, ASP.NET, HTML, Ubuntu, Emacs, VB.NET, TFS, Windows, DB2, C#
Education
University of Wisconsin-Madison 2007 — 2011
Double Major & Certificate, Computer Science, Computer Engineering, International Engineering Studies
Universidad de Sevilla 2009 — 2009
Study Abroad, Spanish Language, Liberal Arts
Kevin Schlangen Kevin Schlangen's CUNA Mutual Group Experience November 1987 - April 2001
Job AVP, Business Consulting West. Alloya Corporate FCU
Industry Financial Services
Experience
Alloya Corporate FCU March 2015 - Present
University of Utah September 2012 - Present
Bank of the West November 2010 - December 2013
WesCorp August 2004 - December 2010
Westerra Credit Union April 2002 - August 2004
CUNA Mutual Group November 1987 - April 2001
Skills
Investments, Retail Banking, Credit Unions, Cash Management, Portfolio Management, Management, Financial Services, Financial Institutions, Banking, Sales, Loans, Securities, Relationship Management, Credit, Training, Sales Management, Consumer Lending, Capital Markets, Business Analysis, Credit Analysis, Risk Management, Mortgage Lending, Financial Analysis, Commercial Banking, Branch Banking, Finance, Territory..., Cross Selling, Treasury Management, Small Business Lending, Executive Management, Mortgage Banking, ACH, Financial Advisory, Loan Origination, Financial Risk, Underwriting, Customer Retention, Sales Operations, Hold Series 7
Education
The American College 1994 — 1998
ChFC, Financial Services
University of Utah 1982 — 1986
B.A., History
Alloya Corporate FCU March 2015 - Present
University of Utah September 2012 - Present
Bank of the West November 2010 - December 2013
WesCorp August 2004 - December 2010
Westerra Credit Union April 2002 - August 2004
CUNA Mutual Group November 1987 - April 2001
Skills
Investments, Retail Banking, Credit Unions, Cash Management, Portfolio Management, Management, Financial Services, Financial Institutions, Banking, Sales, Loans, Securities, Relationship Management, Credit, Training, Sales Management, Consumer Lending, Capital Markets, Business Analysis, Credit Analysis, Risk Management, Mortgage Lending, Financial Analysis, Commercial Banking, Branch Banking, Finance, Territory..., Cross Selling, Treasury Management, Small Business Lending, Executive Management, Mortgage Banking, ACH, Financial Advisory, Loan Origination, Financial Risk, Underwriting, Customer Retention, Sales Operations, Hold Series 7
Education
The American College 1994 — 1998
ChFC, Financial Services
University of Utah 1982 — 1986
B.A., History
Bernadette Hobson's CUNA Mutual Group Experience November 2004 - March 2007
Job M.A. Candidate Latin American Studies, School of Foreign Service, Georgetown University
Industry International Trade and Development
Experience
U.S. Department of State June 2015 - August 2015
U.S. Department of State February 2015 - April 2015
Wells Fargo Securities, LLC February 2014 - August 2014
UC Berkeley August 2013 - December 2013
Citi Private Bank June 2008 - July 2010
Washington Mutual Home Loans March 2007 - December 2007
CUNA Mutual Group November 2004 - March 2007
Washington Mutual Financial Services June 2002 - November 2004
Skills
International Relations, International..., Research, Policy Analysis, Analysis, Nonprofits, Public Speaking, Politics, Qualitative Research, Management, Spanish, Public Policy, Event Planning, Community Outreach, Leadership, Fundraising, Crowdfunding, Social Media Marketing, Corporate Social...
Education
School of Foreign Service, Georgetown University 2014 — 2016
Master of Arts (M.A.), Latin American Studies with concentration in Development & Diplomacy
University of California, Berkeley 2010 — 2013
B.A., International Development Studies, Distinction in General Scholarship
Universidad Nacional Autónoma de México 2013 — 2013
University of California Education Abroad Program, Facultad de Ciencias Políticas y Sociales y Facultad de Filosofía y Letras
U.S. Department of State June 2015 - August 2015
U.S. Department of State February 2015 - April 2015
Wells Fargo Securities, LLC February 2014 - August 2014
UC Berkeley August 2013 - December 2013
Citi Private Bank June 2008 - July 2010
Washington Mutual Home Loans March 2007 - December 2007
CUNA Mutual Group November 2004 - March 2007
Washington Mutual Financial Services June 2002 - November 2004
Skills
International Relations, International..., Research, Policy Analysis, Analysis, Nonprofits, Public Speaking, Politics, Qualitative Research, Management, Spanish, Public Policy, Event Planning, Community Outreach, Leadership, Fundraising, Crowdfunding, Social Media Marketing, Corporate Social...
Education
School of Foreign Service, Georgetown University 2014 — 2016
Master of Arts (M.A.), Latin American Studies with concentration in Development & Diplomacy
University of California, Berkeley 2010 — 2013
B.A., International Development Studies, Distinction in General Scholarship
Universidad Nacional Autónoma de México 2013 — 2013
University of California Education Abroad Program, Facultad de Ciencias Políticas y Sociales y Facultad de Filosofía y Letras
Nancy Dryburgh, MBA, ARM-E, PMP Nancy Dryburgh, MBA, ARM-E, PMP's CUNA Mutual Group Experience September 2000 - May 2003
Job Retired Risk & Compliance Executive, Strategic Program and Project Manager
Industry Financial Services
Experience
QBE Insurance May 2007 - February 2011
Winterthur North America (purchased by QBE Insurance) January 2004 - May 2007
CUNA Mutual Group September 2000 - May 2003
Executive Business Group, Inc. June 1992 - September 2000
Discovery Toys 1986 - 1992
Skills
Enterprise Risk..., Process Improvement, Change Management, Business Analysis, Risk Management, Leadership, Business Process, Program Management, Analysis, Cross-functional Team..., Strategy, Management, CRM, Management Consulting, Project Management
Education
The Citadel
MBA, Marketing and Finance
University of Wisconsin-Madison
BS, Early Childhood Education
QBE Insurance May 2007 - February 2011
Winterthur North America (purchased by QBE Insurance) January 2004 - May 2007
CUNA Mutual Group September 2000 - May 2003
Executive Business Group, Inc. June 1992 - September 2000
Discovery Toys 1986 - 1992
Skills
Enterprise Risk..., Process Improvement, Change Management, Business Analysis, Risk Management, Leadership, Business Process, Program Management, Analysis, Cross-functional Team..., Strategy, Management, CRM, Management Consulting, Project Management
Education
The Citadel
MBA, Marketing and Finance
University of Wisconsin-Madison
BS, Early Childhood Education
Kayla Rathjen Kayla Rathjen's CUNA Mutual Group Experience June 2014 - August 2014
Job Product Management Intern at CUNA Mutual Group
Industry Higher Education
Experience
CUNA Mutual Group June 2014 - August 2014
CUNA Mutual Group June 2013 - August 2013
The Badger Herald January 2013 - May 2013
Baxter Credit Union May 2011 - January 2013
Yumz Frozen Yogurt November 2010 - May 2011
Skills
Credit Unions, Social Media Marketing, English grammar, Loan Servicing, Spanish-English, Editing, Product Management, Writing, Social Skills, Public Speaking, Banking, Reading Comprehension, Twitter, Spanish Translation, Spanish Literature, English Literature, Facebook, Persuasive Writing, English to Spanish, Women's Leadership, Spanish
Education
University of Wisconsin-Madison 2011 — 2015
Bachelor of Arts (B.A.), English and Spanish
Universidad de Granada 2014 — 2014
Bachelor's Degree, Spanish Language and Literature
Prairie Ridge High School 2007 — 2011
CUNA Mutual Group June 2014 - August 2014
CUNA Mutual Group June 2013 - August 2013
The Badger Herald January 2013 - May 2013
Baxter Credit Union May 2011 - January 2013
Yumz Frozen Yogurt November 2010 - May 2011
Skills
Credit Unions, Social Media Marketing, English grammar, Loan Servicing, Spanish-English, Editing, Product Management, Writing, Social Skills, Public Speaking, Banking, Reading Comprehension, Twitter, Spanish Translation, Spanish Literature, English Literature, Facebook, Persuasive Writing, English to Spanish, Women's Leadership, Spanish
Education
University of Wisconsin-Madison 2011 — 2015
Bachelor of Arts (B.A.), English and Spanish
Universidad de Granada 2014 — 2014
Bachelor's Degree, Spanish Language and Literature
Prairie Ridge High School 2007 — 2011
Justin Medlock Justin Medlock's CUNA Mutual Group Experience 2007 - 2009
Job Financial specialists, Escrow,Title Clearance, Curative,Tax Researcher,Post Closing
Industry Real Estate
Experience
CoreLogic October 2012 - April 2013
First American Title November 2012 - March 2013
Equifax Settlement Services April 2009 - November 2012
CUNA Mutual Group 2007 - 2009
Skills
Foreclosures, Real Estate, REO, Mortgage Lending, FHA, Refinance, Real Estate Transactions, Investment Properties, Title Insurance, Residential Homes, Sellers, Underwriting, Notary Public, Escrow, Single Family Homes, Loan Origination, Mortgage Banking, Closings, Mortgage Servicing, Reverse Mortgages, Loss Mitigation, Mortgage Underwriting, Residential Mortgages, Loan Servicing
Education
Tyler Junior College 1999 — 2001
Associate's degree, Business Administration and Management, General
CoreLogic October 2012 - April 2013
First American Title November 2012 - March 2013
Equifax Settlement Services April 2009 - November 2012
CUNA Mutual Group 2007 - 2009
Skills
Foreclosures, Real Estate, REO, Mortgage Lending, FHA, Refinance, Real Estate Transactions, Investment Properties, Title Insurance, Residential Homes, Sellers, Underwriting, Notary Public, Escrow, Single Family Homes, Loan Origination, Mortgage Banking, Closings, Mortgage Servicing, Reverse Mortgages, Loss Mitigation, Mortgage Underwriting, Residential Mortgages, Loan Servicing
Education
Tyler Junior College 1999 — 2001
Associate's degree, Business Administration and Management, General
Amanda Meredith Amanda Meredith's CUNA Mutual Group Experience September 2012 - April 2013
Job Aviation Electrician's mate
Industry Military
Experience
US Navy April 2013 - Present
CUNA Mutual Group September 2012 - April 2013
Bank of America December 2010 - September 2011
UnitedHealth Group October 2008 - January 2010
Skills
Customer Service, Strategic Planning, Team Building, Sales, Microsoft Office, Microsoft Excel, Recruiting, Analysis, Program Management, Training, Healthcare, Insurance, Public Speaking, Marketing, Employee Benefits, Microsoft Word, Process Improvement, PowerPoint, Leadership, Management, Social Media
Education
The University of Texas at Arlington 2009 — 2011
Bachelor of Science (B.S.), Biology, 3.2
University of North Texas 2005 — 2009
bs, biology
US Navy April 2013 - Present
CUNA Mutual Group September 2012 - April 2013
Bank of America December 2010 - September 2011
UnitedHealth Group October 2008 - January 2010
Skills
Customer Service, Strategic Planning, Team Building, Sales, Microsoft Office, Microsoft Excel, Recruiting, Analysis, Program Management, Training, Healthcare, Insurance, Public Speaking, Marketing, Employee Benefits, Microsoft Word, Process Improvement, PowerPoint, Leadership, Management, Social Media
Education
The University of Texas at Arlington 2009 — 2011
Bachelor of Science (B.S.), Biology, 3.2
University of North Texas 2005 — 2009
bs, biology
Scott Omlid Scott Omlid's CUNA Mutual Group Experience March 1999 - July 2001
Job Chief Financial Officer at White Earth Reservation Tribal Council
Industry Accounting
Experience
White Earth Reservation Tribal Council July 2012 - Present
Minneapolis Club June 2004 - July 2011
Kanabec Hospital September 2002 - February 2004
Jackson Medical Center September 2001 - September 2002
CUNA Mutual Group March 1999 - July 2001
Edward Jones September 1996 - December 1998
Mercy Medical Center May 1988 - May 1996
Zine Hoover & Voller CPA's September 1981 - May 1988
Skills
Strategic Planning, Cost Reduction, Inventory Management, Vendor Relations, Team Leadership, Procurement, Budgeting, Internal Controls, Expense Controls, Cost/Benefit Analysis, Financial Reporting, Financial Statements, AP/AR, General Ledger, Payroll, Budgets, Cost Benefit, Expenses, Leadership, Management, Strategy, Forecasting, Accounts Receivable, Management Consulting, Insurance, Finance, Access, Vendor Management, Time Management, Cross-functional Team..., Human Resources, Auditing, Negotiation, Strategic Financial..., Employee Benefits, Risk Management, Cash Flow, Executive Management, Financial Analysis, Process Improvement, Internal Audit, Accounting
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Business
The University of North Dakota 1974 — 1979
BSBA, Accounting
White Earth Reservation Tribal Council July 2012 - Present
Minneapolis Club June 2004 - July 2011
Kanabec Hospital September 2002 - February 2004
Jackson Medical Center September 2001 - September 2002
CUNA Mutual Group March 1999 - July 2001
Edward Jones September 1996 - December 1998
Mercy Medical Center May 1988 - May 1996
Zine Hoover & Voller CPA's September 1981 - May 1988
Skills
Strategic Planning, Cost Reduction, Inventory Management, Vendor Relations, Team Leadership, Procurement, Budgeting, Internal Controls, Expense Controls, Cost/Benefit Analysis, Financial Reporting, Financial Statements, AP/AR, General Ledger, Payroll, Budgets, Cost Benefit, Expenses, Leadership, Management, Strategy, Forecasting, Accounts Receivable, Management Consulting, Insurance, Finance, Access, Vendor Management, Time Management, Cross-functional Team..., Human Resources, Auditing, Negotiation, Strategic Financial..., Employee Benefits, Risk Management, Cash Flow, Executive Management, Financial Analysis, Process Improvement, Internal Audit, Accounting
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Business
The University of North Dakota 1974 — 1979
BSBA, Accounting
Paul Stevick CFP Paul Stevick CFP's CUNA Mutual Group Experience November 2002 - January 2006
Job Financial Professional
Industry Financial Services
Experience
Financial Advisor in northwest bank June 2015 - Present
Allstate Financial Services December 2011 - June 2015
CUSO February 2008 - December 2010
Navy Federal Credit Union January 2006 - August 2007
CUNA Mutual Group November 2002 - January 2006
Victoria Clipper 1992 - 1992
Skills
Retirement Planning, Retirement, Financial Services, Fixed Annuities, Mutual Funds, Wealth Management, Life Insurance, Series 7, Financial Advisory, Estate Planning, Strategic Financial..., Securities, IRAs, Long-term Care, Series 63, Investments, Asset Allocation, Finance, 401k, Term Life Insurance
Education
The American College 2005 — 2010
CFP, Certified Financial Planner
State University of New York at Buffalo 1966 — 1972
BA, Communication
Financial Advisor in northwest bank June 2015 - Present
Allstate Financial Services December 2011 - June 2015
CUSO February 2008 - December 2010
Navy Federal Credit Union January 2006 - August 2007
CUNA Mutual Group November 2002 - January 2006
Victoria Clipper 1992 - 1992
Skills
Retirement Planning, Retirement, Financial Services, Fixed Annuities, Mutual Funds, Wealth Management, Life Insurance, Series 7, Financial Advisory, Estate Planning, Strategic Financial..., Securities, IRAs, Long-term Care, Series 63, Investments, Asset Allocation, Finance, 401k, Term Life Insurance
Education
The American College 2005 — 2010
CFP, Certified Financial Planner
State University of New York at Buffalo 1966 — 1972
BA, Communication
Sterling Nowka Sterling Nowka's CUNA Mutual Group Experience August 1991 - Present
Job Senior Sales Executive at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group August 1991 - Present
Baptist Life Association May 1990 - March 1991
Larry Smith Officer Equipment September 1988 - May 1990
Skills
Analysis, Life Insurance, Securities, Insurance, Property & Casualty..., Loans, Sales Management, Health Savings Accounts, Claims Management, Disabilities, Needs Analysis, Credit Unions, Underwriting, Health Insurance, Banking, Credit, Long-term Care, Risk Management, Retirement, Term Life Insurance, Investments, Cross Selling, Relationship Management, Executive Management, Fixed Annuities, Disability Insurance, Mortgage Lending, Financial Analysis, Financial Services, Call Centers, Leadership, Financial Risk, Sales, Consumer Lending, Portfolio Management, Employee Benefits, Retirement Planning, Finance, General Insurance, IRAs, 401k, Strategic Financial..., Mutual Funds, Pensions, Series 63, Series 7, Commercial Lending, Wealth Management, Residential Mortgages, Loan Origination
Education
The American College 2013 — 2013
ChFC, Insurance and Finance, Pass
The American College 2011 — 2012
RHU, Insurance and Finance, Pass
The American College 2007 — 2010
REBC, Insurance and Finance
The American College 1999 — 2004
CLU, Insurance and Finance
Westminster College (PA) 1984 — 1988
BS, Computer Science with a minor in Math
CUNA Mutual Group August 1991 - Present
Baptist Life Association May 1990 - March 1991
Larry Smith Officer Equipment September 1988 - May 1990
Skills
Analysis, Life Insurance, Securities, Insurance, Property & Casualty..., Loans, Sales Management, Health Savings Accounts, Claims Management, Disabilities, Needs Analysis, Credit Unions, Underwriting, Health Insurance, Banking, Credit, Long-term Care, Risk Management, Retirement, Term Life Insurance, Investments, Cross Selling, Relationship Management, Executive Management, Fixed Annuities, Disability Insurance, Mortgage Lending, Financial Analysis, Financial Services, Call Centers, Leadership, Financial Risk, Sales, Consumer Lending, Portfolio Management, Employee Benefits, Retirement Planning, Finance, General Insurance, IRAs, 401k, Strategic Financial..., Mutual Funds, Pensions, Series 63, Series 7, Commercial Lending, Wealth Management, Residential Mortgages, Loan Origination
Education
The American College 2013 — 2013
ChFC, Insurance and Finance, Pass
The American College 2011 — 2012
RHU, Insurance and Finance, Pass
The American College 2007 — 2010
REBC, Insurance and Finance
The American College 1999 — 2004
CLU, Insurance and Finance
Westminster College (PA) 1984 — 1988
BS, Computer Science with a minor in Math
Ellen Coppinger's CUNA Mutual Group Experience March 2011 - Present
Job CERTIFIED FINANCIAL PLANNERTM professional
Industry Financial Services
Experience
Y12 Financial Investment & Retirement Services located at Y12 Federal Credit Union March 2011 - Present
CUNA Mutual Group March 2011 - Present
Fall Harvest Farms Garden Center September 2007 - Present
Quality Financial Concepts December 2009 - February 2011
First Tennessee Bank July 1999 - April 2009
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Series 7, Series 63, 401k, Insurance, Wealth Management, Securities, Investment Advisory, Investments, Investment Strategies, Estate Planning, Financial Planners, Series 6, Strategic Planning, Retirement, Finance, Portfolio Management, Long-term Care, Leadership, Financial Advisory, Asset Allocation, Financial Services, Mutual Funds, Financial Analysis, Life Insurance, Small Business, Wealth
Education
Tusculum College 1999 — 2003
Bachelors of Science, Business Organization, Magna Cum Laude
Y12 Financial Investment & Retirement Services located at Y12 Federal Credit Union March 2011 - Present
CUNA Mutual Group March 2011 - Present
Fall Harvest Farms Garden Center September 2007 - Present
Quality Financial Concepts December 2009 - February 2011
First Tennessee Bank July 1999 - April 2009
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Series 7, Series 63, 401k, Insurance, Wealth Management, Securities, Investment Advisory, Investments, Investment Strategies, Estate Planning, Financial Planners, Series 6, Strategic Planning, Retirement, Finance, Portfolio Management, Long-term Care, Leadership, Financial Advisory, Asset Allocation, Financial Services, Mutual Funds, Financial Analysis, Life Insurance, Small Business, Wealth
Education
Tusculum College 1999 — 2003
Bachelors of Science, Business Organization, Magna Cum Laude
Audrey Hesse Audrey Hesse's CUNA Mutual Group Experience June 2007 - February 2008
Job Security Analyst at Transamerica
Industry Computer & Network Security
Experience
Transamerica June 2015 - Present
US Army January 2012 - June 2015
US Army June 2010 - August 2010
CUNA Mutual Group June 2007 - February 2008
Wartburg College September 2005 - August 2007
Skills
Python, Matlab, Maple, R, Java, Perl, Cryptography, TCP/IP, Vulnerability Assessment, System Hardening, Cyber Security, Data Analysis, Microsoft Excel, Microsoft Office, SQL, C++, Statistics, Mathematics, Computer Science
Education
University of Auckland
University of California Irvine
Master of Science, Computer Science
Wartburg College
Mathematics
Transamerica June 2015 - Present
US Army January 2012 - June 2015
US Army June 2010 - August 2010
CUNA Mutual Group June 2007 - February 2008
Wartburg College September 2005 - August 2007
Skills
Python, Matlab, Maple, R, Java, Perl, Cryptography, TCP/IP, Vulnerability Assessment, System Hardening, Cyber Security, Data Analysis, Microsoft Excel, Microsoft Office, SQL, C++, Statistics, Mathematics, Computer Science
Education
University of Auckland
University of California Irvine
Master of Science, Computer Science
Wartburg College
Mathematics
Judi Knott Judi Knott's CUNA Mutual Group Experience April 2015 - June 2015
Job Vice President, Head of Participant Communication at Empower Retirement
Industry Marketing and Advertising
Experience
Empower Retirement July 2015 - Present
CUNA Mutual Group April 2015 - June 2015
T. Rowe Price January 2011 - January 2015
T. Rowe Price January 2009 - January 2011
T. Rowe Price July 1999 - January 2009
Johns Hopkins HealthCare July 1998 - July 1999
LifeBridge Health July 1996 - July 1998
Skills
Audience Segmentation, Marketing Strategy, Team Leadership, Segmentation, Marketing Communications, Lead Generation, Marketing, Mutual Funds, Market Research, Business Strategy, Thought Leadership, Management, Public Relations, Integrated Marketing, Strategy, Leadership, Project Management, Investments, Strategic Planning
Education
University of Baltimore 1992 — 1999
MA & MBA, Communications Design & MBA
Wheeling Jesuit University 1985 — 1989
BA, Communications/Marketing
Empower Retirement July 2015 - Present
CUNA Mutual Group April 2015 - June 2015
T. Rowe Price January 2011 - January 2015
T. Rowe Price January 2009 - January 2011
T. Rowe Price July 1999 - January 2009
Johns Hopkins HealthCare July 1998 - July 1999
LifeBridge Health July 1996 - July 1998
Skills
Audience Segmentation, Marketing Strategy, Team Leadership, Segmentation, Marketing Communications, Lead Generation, Marketing, Mutual Funds, Market Research, Business Strategy, Thought Leadership, Management, Public Relations, Integrated Marketing, Strategy, Leadership, Project Management, Investments, Strategic Planning
Education
University of Baltimore 1992 — 1999
MA & MBA, Communications Design & MBA
Wheeling Jesuit University 1985 — 1989
BA, Communications/Marketing
Jen (Jen Williams) Gilbert's CUNA Mutual Group Experience July 2015 - Present
Job Senior Marketing Specialist at CUNA Mutual Group
Industry Marketing and Advertising
Experience
CUNA Mutual Group July 2015 - Present
Amperage Marketing (formerly ME&V) August 2012 - June 2015
ME&V August 2007 - August 2012
Barmuda Companies 2003 - 2007
Waterloo Courier 2002 - 2003
Oxford Publishing 1997 - 2002
Skills
Copywriting, Editing, Marketing Strategy, Marketing, Advertising, Public Relations, Social Media Marketing, Graphic Design, Email Marketing, Media Relations, Newsletters, Press Releases, Facebook, Social Media, Marketing Communications, SEO, Integrated Marketing, Direct Mail, Creative Strategy, Strategic Communications, Brochures, Creative Direction, Copy Editing, Content Strategy, Internal Communications, Brand Development
Education
Tulane University 1988 — 1992
B.A., English, minor in Psychology
CUNA Mutual Group July 2015 - Present
Amperage Marketing (formerly ME&V) August 2012 - June 2015
ME&V August 2007 - August 2012
Barmuda Companies 2003 - 2007
Waterloo Courier 2002 - 2003
Oxford Publishing 1997 - 2002
Skills
Copywriting, Editing, Marketing Strategy, Marketing, Advertising, Public Relations, Social Media Marketing, Graphic Design, Email Marketing, Media Relations, Newsletters, Press Releases, Facebook, Social Media, Marketing Communications, SEO, Integrated Marketing, Direct Mail, Creative Strategy, Strategic Communications, Brochures, Creative Direction, Copy Editing, Content Strategy, Internal Communications, Brand Development
Education
Tulane University 1988 — 1992
B.A., English, minor in Psychology
Ted Macejko III CRPS® Ted Macejko III CRPS®'s CUNA Mutual Group Experience 2005 - 2006
Job Financial Services and Product consultant
Industry Financial Services
Experience
an employer yet to be determined 2010 - Present
Mutual Of America 2006 - 2010
CUNA Mutual Group 2005 - 2006
US Bancorp Investments and Insurance 1998 - 2004
MetLife 1997 - 1998
Protective Life IPD 1993 - 1997
Education
University of Cincinnati 1980 — 1985
Bachelors, Economics, Finance minor
an employer yet to be determined 2010 - Present
Mutual Of America 2006 - 2010
CUNA Mutual Group 2005 - 2006
US Bancorp Investments and Insurance 1998 - 2004
MetLife 1997 - 1998
Protective Life IPD 1993 - 1997
Education
University of Cincinnati 1980 — 1985
Bachelors, Economics, Finance minor
Jenefer Machovina Jenefer Machovina's CUNA Mutual Group Experience January 2014 - Present
Job Senior Manager Performance and Content Solutions at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group January 2014 - Present
KeyBank January 2004 - July 2006
Skills
Process Improvement, Underwriting, Credit, Business Analysis, Banking, Insurance, Risk Management, Financial Services, Vendor Management, Call Centers, Retail Banking, Strategic Planning, Leadership, Training, Team Building
Education
The Ohio State University 1992 — 1996
B. of Arts, Criminology and Spansih
CUNA Mutual Group January 2014 - Present
KeyBank January 2004 - July 2006
Skills
Process Improvement, Underwriting, Credit, Business Analysis, Banking, Insurance, Risk Management, Financial Services, Vendor Management, Call Centers, Retail Banking, Strategic Planning, Leadership, Training, Team Building
Education
The Ohio State University 1992 — 1996
B. of Arts, Criminology and Spansih
Thomas Raye Thomas Raye's CUNA Mutual Group Experience July 2007 - September 2009
Job Customer Service Representative at Warrantech and Tax Specialist at H&R Block
Industry Financial Services
Experience
Warrantech December 2013 - Present
H&R Block November 2012 - Present
U.S. Security Associates September 2009 - July 2013
H&R Block November 2011 - April 2012
CUNA Mutual Group July 2007 - September 2009
H&R Block Tax Services September 2008 - April 2009
H&R Block Tax Services December 2007 - April 2008
Allied Barton Security Services October 2003 - July 2007
H&R Block Tax Services December 2006 - April 2007
Skills
Tax Preparation, Banking, Supervisory Skills, Accounting, Tax, Accounts Payable, Tax Returns, Training, Customer Service, Accounts Receivable, Insurance, Finance, Payroll, Access
Education
The University of Texas at Arlington - College of Business Administration 1992 — 2000
BBA, Finance
Dallas County Community College 1984 — 1993
Accounting, Finance
Duncanville High School 1980 — 1984
Diploma, Accounting
Warrantech December 2013 - Present
H&R Block November 2012 - Present
U.S. Security Associates September 2009 - July 2013
H&R Block November 2011 - April 2012
CUNA Mutual Group July 2007 - September 2009
H&R Block Tax Services September 2008 - April 2009
H&R Block Tax Services December 2007 - April 2008
Allied Barton Security Services October 2003 - July 2007
H&R Block Tax Services December 2006 - April 2007
Skills
Tax Preparation, Banking, Supervisory Skills, Accounting, Tax, Accounts Payable, Tax Returns, Training, Customer Service, Accounts Receivable, Insurance, Finance, Payroll, Access
Education
The University of Texas at Arlington - College of Business Administration 1992 — 2000
BBA, Finance
Dallas County Community College 1984 — 1993
Accounting, Finance
Duncanville High School 1980 — 1984
Diploma, Accounting
Tim Nygard Tim Nygard's CUNA Mutual Group Experience November 2006 - October 2009
Job
Industry Information Technology and Services
Experience
Fiserv January 2015 - Present
Fiserv November 2013 - December 2014
Fiserv October 2009 - October 2013
CUNA Mutual Group November 2006 - October 2009
Midway Games 2001 - 2006
2 Degrees 2001 - 2001
Ameritech/SBC 1996 - 2000
MMI Companies 1995 - 1996
Skills
SAP BW, Cost Allocation, Financial Modeling, Financial Planning, Business Case..., Annual Budgets, Strategic Planning
Education
The University of Chicago Booth School of Business 1998 — 2001
MBA
University of Pittsburgh School of Law 1991 — 1994
JD
University of Michigan 1987 — 1991
BBA
University of Michigan - Stephen M. Ross School of Business 1987 — 1991
BBA
Fiserv January 2015 - Present
Fiserv November 2013 - December 2014
Fiserv October 2009 - October 2013
CUNA Mutual Group November 2006 - October 2009
Midway Games 2001 - 2006
2 Degrees 2001 - 2001
Ameritech/SBC 1996 - 2000
MMI Companies 1995 - 1996
Skills
SAP BW, Cost Allocation, Financial Modeling, Financial Planning, Business Case..., Annual Budgets, Strategic Planning
Education
The University of Chicago Booth School of Business 1998 — 2001
MBA
University of Pittsburgh School of Law 1991 — 1994
JD
University of Michigan 1987 — 1991
BBA
University of Michigan - Stephen M. Ross School of Business 1987 — 1991
BBA
Laura Shull, ASA Laura Shull, ASA's CUNA Mutual Group Experience 2014 - Present
Job Analyst III, Actuary at CUNA Mutual
Industry Financial Services
Experience
CUNA Mutual Group 2014 - Present
Butler University September 2013 - May 2014
Butler University August 2013 - May 2014
Nyhart May 2013 - August 2013
First Baptist Church of Indianapolis January 2013 - August 2013
Butler University August 2011 - May 2013
Springfield Park District June 2007 - August 2011
Skills
Microsoft Excel, ProVal, Microsoft Access..., Java, C++ Language, Conversational French...
Education
Butler University 2010 — 2014
Bachelor of Arts, Actuarial Science (Minors: Mathematics, Business)
Université Paris Sorbonne (Paris IV)
Intensive Arts and French Language
Springfield High School 2006 — 2010
CUNA Mutual Group 2014 - Present
Butler University September 2013 - May 2014
Butler University August 2013 - May 2014
Nyhart May 2013 - August 2013
First Baptist Church of Indianapolis January 2013 - August 2013
Butler University August 2011 - May 2013
Springfield Park District June 2007 - August 2011
Skills
Microsoft Excel, ProVal, Microsoft Access..., Java, C++ Language, Conversational French...
Education
Butler University 2010 — 2014
Bachelor of Arts, Actuarial Science (Minors: Mathematics, Business)
Université Paris Sorbonne (Paris IV)
Intensive Arts and French Language
Springfield High School 2006 — 2010
Tony Ladner Tony Ladner's CUNA Mutual Group Experience January 2008 - Present
Job Sr Underwriting Specialist
Industry Insurance
Experience
CUNA Mutual Group January 2008 - Present
USG Insurance Services, Inc. July 2006 - February 2007
Midlands Management of Texas September 1999 - October 2001
Skills
Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Budgets, Property & Casualty..., Transportation..., PowerPoint, Strategic Planning, Property & Casualty..., Process Improvement, Marketing
Education
The University of Texas at Arlington
Property / Home Inspection Series, Insurance
The University of Texas at Arlington
Property / Home Inspection Certification, Business/Commerce, General
CUNA Mutual Group January 2008 - Present
USG Insurance Services, Inc. July 2006 - February 2007
Midlands Management of Texas September 1999 - October 2001
Skills
Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Budgets, Property & Casualty..., Transportation..., PowerPoint, Strategic Planning, Property & Casualty..., Process Improvement, Marketing
Education
The University of Texas at Arlington
Property / Home Inspection Series, Insurance
The University of Texas at Arlington
Property / Home Inspection Certification, Business/Commerce, General
Gary Fischer's CUNA Mutual Group Experience April 1984 - November 2000
Job Vice President of Domestic Marketing National Western Life
Industry Insurance
Experience
National Western Life November 2007 - Present
Annuity and Investment Group 2000 - 2007
CUNA Mutual Group April 1984 - November 2000
Skills
Investments, Sales Management, Sales, Health Insurance, Disability Insurance, Brokers, Underwriting, Term Life Insurance, Strategic Financial..., Customer Service, Financial Analysis, 401k, New Business Development, Employee Benefits, Account Management, Fixed Annuities, Strategic Planning, Marketing Strategy, Team Building
Education
Texas State University-San Marcos 1981 — 1985
Bachelor of Science, Agri- Business
Bartlett HS 1976 — 1980
National Western Life November 2007 - Present
Annuity and Investment Group 2000 - 2007
CUNA Mutual Group April 1984 - November 2000
Skills
Investments, Sales Management, Sales, Health Insurance, Disability Insurance, Brokers, Underwriting, Term Life Insurance, Strategic Financial..., Customer Service, Financial Analysis, 401k, New Business Development, Employee Benefits, Account Management, Fixed Annuities, Strategic Planning, Marketing Strategy, Team Building
Education
Texas State University-San Marcos 1981 — 1985
Bachelor of Science, Agri- Business
Bartlett HS 1976 — 1980
Derek Oelmann Derek Oelmann's CUNA Mutual Group Experience April 2014 - March 2015
Job Home Mortgage Consultant at Wells Fargo Home Mortgage
Industry Sports
Experience
Wells Fargo Home Mortgage March 2015 - Present
CUNA Mutual Group April 2014 - March 2015
Wartburg College August 2014 - December 2014
Woden Valley Soccer Club January 2013 - October 2013
Canberra Grammar School March 2013 - September 2013
Aerotek July 2012 - January 2013
University of Minnesota August 2012 - December 2012
Upper Iowa University March 2011 - May 2012
Upper Iowa University March 2011 - May 2012
Upper Iowa University August 2008 - November 2011
Skills
Sports, Teaching, Public Speaking, Event Planning, Critical Thinking, Tutoring, PowerPoint, Customer Service, Microsoft Word, Time Management, Event Management, Microsoft Office, Microsoft Excel, Document Review, Soccer, Staff Development, Sports Management, Sports Coaching, Athletics, Scouting, Higher Education
Education
United States Sports Academy 2014 — 2016
Master's degree, Sports Management
Upper Iowa University 2008 — 2012
Bachelor's degree, Exercise and Sports Studies
Waverly-Shell Rock High School 2004 — 2008
Waverly-Shell Rock High School 2004 — 2008
Wells Fargo Home Mortgage March 2015 - Present
CUNA Mutual Group April 2014 - March 2015
Wartburg College August 2014 - December 2014
Woden Valley Soccer Club January 2013 - October 2013
Canberra Grammar School March 2013 - September 2013
Aerotek July 2012 - January 2013
University of Minnesota August 2012 - December 2012
Upper Iowa University March 2011 - May 2012
Upper Iowa University March 2011 - May 2012
Upper Iowa University August 2008 - November 2011
Skills
Sports, Teaching, Public Speaking, Event Planning, Critical Thinking, Tutoring, PowerPoint, Customer Service, Microsoft Word, Time Management, Event Management, Microsoft Office, Microsoft Excel, Document Review, Soccer, Staff Development, Sports Management, Sports Coaching, Athletics, Scouting, Higher Education
Education
United States Sports Academy 2014 — 2016
Master's degree, Sports Management
Upper Iowa University 2008 — 2012
Bachelor's degree, Exercise and Sports Studies
Waverly-Shell Rock High School 2004 — 2008
Waverly-Shell Rock High School 2004 — 2008
John Gabriel, JD John Gabriel, JD's CUNA Mutual Group Experience December 2012 - Present
Job Regulatory Compliance & Sales Consultant allying with insurers and advisors to grow and protect their brands.
Industry Insurance
Experience
CUNA Mutual Group December 2012 - Present
American General Life Companies June 2007 - September 2012
American General Life Companies October 1998 - June 2007
CNA Insurance September 1996 - September 1998
Fort Dearborn Life July 1994 - September 1996
Law Resources July 1993 - July 1994
Skills
Legal Compliance, Sales, Life Insurance, Universal Life, Term Life Insurance, Legal Counseling, Litigation Management, Fixed Annuities, Long-term Care, Disability Insurance, Estate Planning, Health Insurance, Brokers, Financial Planners, Insurance, Financial Services, Property & Casualty..., Mutual Funds, Securities, Series 63, Whole Life, Wealth Management, Training, Employee Benefits, Underwriting, Long Term Care Insurance, IRAs, 401k, Critical Illness, General Insurance, Financial Advisory
Education
The American College 2000 — 2002
Chartered Life Underwriter (CLU)
The John Marshall Law School 1990 — 1993
JD, Law
University of Dayton 1985 — 1990
Bachelor of Arts (B.A.), English Language and Literature/Letters
CUNA Mutual Group December 2012 - Present
American General Life Companies June 2007 - September 2012
American General Life Companies October 1998 - June 2007
CNA Insurance September 1996 - September 1998
Fort Dearborn Life July 1994 - September 1996
Law Resources July 1993 - July 1994
Skills
Legal Compliance, Sales, Life Insurance, Universal Life, Term Life Insurance, Legal Counseling, Litigation Management, Fixed Annuities, Long-term Care, Disability Insurance, Estate Planning, Health Insurance, Brokers, Financial Planners, Insurance, Financial Services, Property & Casualty..., Mutual Funds, Securities, Series 63, Whole Life, Wealth Management, Training, Employee Benefits, Underwriting, Long Term Care Insurance, IRAs, 401k, Critical Illness, General Insurance, Financial Advisory
Education
The American College 2000 — 2002
Chartered Life Underwriter (CLU)
The John Marshall Law School 1990 — 1993
JD, Law
University of Dayton 1985 — 1990
Bachelor of Arts (B.A.), English Language and Literature/Letters
Mernela Añez Salvati Mernela Añez Salvati's CUNA Mutual Group Experience June 2015 - Present
Job Organizational Change Management
Industry Management Consulting
Experience
CUNA Mutual Group June 2015 - Present
State Farm Headquarters February 2015 - Present
Life Re-Engineering Enterprise May 2007 - Present
Mars Venus Executive Training April 2009 - April 2013
Inelectra October 2006 - July 2007
VEPICA May 2005 - August 2006
Estudios y Proyectos Ditech October 2003 - May 2005
PDVSA Petroleos de Venezuela S.A. August 2000 - April 2003
NOUEL Ingenieros Consultores July 1997 - April 2000
Ford Motor Company January 1996 - February 1997
Skills
Management Consulting, Team Leadership, Team Motivator, Executive Coaching, Training Delivery, Business Planning, Public Speaking, Training, Entrepreneurship, Personal Development, Emotional Intelligence, Change Management, Coaching, Management, Leadership Development, Organizational..., Leadership, Motivational Speaking, Business Coaching, Team Building, Employee Training, Small Business, Project Planning, Executive Development, Management Development, Business Strategy, Executive Management, Strategic Planning, Organizational..., Life Coaching, Consulting, Performance Improvement, Presentation Coaching, Strategic Consulting, Workshops, Strategic Leadership, Project Management, Negotiation
Education
Universidad José María Vargas 1997 — 1999
Master Degree, Business Management
Universidad Jose Maria Vargas 1989 — 1995
Industrial Engineer, Enginnering -Specialty : Management
CUNA Mutual Group June 2015 - Present
State Farm Headquarters February 2015 - Present
Life Re-Engineering Enterprise May 2007 - Present
Mars Venus Executive Training April 2009 - April 2013
Inelectra October 2006 - July 2007
VEPICA May 2005 - August 2006
Estudios y Proyectos Ditech October 2003 - May 2005
PDVSA Petroleos de Venezuela S.A. August 2000 - April 2003
NOUEL Ingenieros Consultores July 1997 - April 2000
Ford Motor Company January 1996 - February 1997
Skills
Management Consulting, Team Leadership, Team Motivator, Executive Coaching, Training Delivery, Business Planning, Public Speaking, Training, Entrepreneurship, Personal Development, Emotional Intelligence, Change Management, Coaching, Management, Leadership Development, Organizational..., Leadership, Motivational Speaking, Business Coaching, Team Building, Employee Training, Small Business, Project Planning, Executive Development, Management Development, Business Strategy, Executive Management, Strategic Planning, Organizational..., Life Coaching, Consulting, Performance Improvement, Presentation Coaching, Strategic Consulting, Workshops, Strategic Leadership, Project Management, Negotiation
Education
Universidad José María Vargas 1997 — 1999
Master Degree, Business Management
Universidad Jose Maria Vargas 1989 — 1995
Industrial Engineer, Enginnering -Specialty : Management
lynette cavanaugh lynette cavanaugh's CUNA Mutual Group Experience 1994 - 1999
Job Area Business Manager Biogen Idec
Industry Pharmaceuticals
Experience
Biogen Idec December 2008 - Present
Biogen Idec January 2011 - December 2011
Merck April 2007 - August 2008
Merck 2004 - 2007
Merck 2001 - 2004
Merck 1999 - 2001
CUNA Mutual Group 1994 - 1999
Skills
Managed Care, Account Management, CRM, Cardiology, Endocrinology, Healthcare, Hospitals, Medical Devices, Leadership, Pharmaceutical Industry, Pharmaceutical Sales, Rheumatology, Sales, Sales Operations, Strategy, Neurology, Product Launch, Training, Business Development
Education
The Ohio State University 1988 — 1992
Bachelor's degree, Business Administration and Management, General
Biogen Idec December 2008 - Present
Biogen Idec January 2011 - December 2011
Merck April 2007 - August 2008
Merck 2004 - 2007
Merck 2001 - 2004
Merck 1999 - 2001
CUNA Mutual Group 1994 - 1999
Skills
Managed Care, Account Management, CRM, Cardiology, Endocrinology, Healthcare, Hospitals, Medical Devices, Leadership, Pharmaceutical Industry, Pharmaceutical Sales, Rheumatology, Sales, Sales Operations, Strategy, Neurology, Product Launch, Training, Business Development
Education
The Ohio State University 1988 — 1992
Bachelor's degree, Business Administration and Management, General
Alex Spencer's CUNA Mutual Group Experience June 2008 - Present
Job Regional Sales Director at CUNA Mutual Group/Members Investments
Industry Financial Services
Experience
CUNA Mutual Group June 2008 - Present
Guaranty Bank January 2003 - May 2008
Guaranty Bank November 2000 - December 2002
Education
The University of Texas at Austin 1994 — 1999
CUNA Mutual Group June 2008 - Present
Guaranty Bank January 2003 - May 2008
Guaranty Bank November 2000 - December 2002
Education
The University of Texas at Austin 1994 — 1999
Gerry Yates Gerry Yates's CUNA Mutual Group Experience January 2012 - Present
Job Director, Investments at CUNA Mutual Group
Industry Commercial Real Estate
Experience
CUNA Mutual Group January 2012 - Present
CBRE Capital Markets August 2010 - December 2011
Farmington Valley YMCA June 2006 - November 2011
Servus Management Corporation February 2009 - August 2010
Holliday Fenoglio Fowler L.P. June 1994 - January 2009
Education
The University of Connecticut
BS, Economics
CUNA Mutual Group January 2012 - Present
CBRE Capital Markets August 2010 - December 2011
Farmington Valley YMCA June 2006 - November 2011
Servus Management Corporation February 2009 - August 2010
Holliday Fenoglio Fowler L.P. June 1994 - January 2009
Education
The University of Connecticut
BS, Economics
Erin Gandara's CUNA Mutual Group Experience January 1998 - November 2003
Job Business Operations Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen January 2012 - October 2014
Clifton Gunderson LLP January 2011 - January 2012
Meyners + Company February 2007 - December 2010
Morgan Stanley January 2006 - February 2007
JP Morgan Chase October 2003 - March 2006
CUNA Mutual Group January 1998 - November 2003
Skills
Financial Reporting, Accounts Receivable, General Ledger, Office Administration, Firm Administration, Cost Control, Time and billing..., Client Billing, Accounts Payable, Management, Budgets, Account Reconciliation, Human Resources, Financial Statements, Office Management, Benefits Administration, Finance, Payroll
Education
The University of Texas at El Paso 1999 — 2004
BA, Finance
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen January 2012 - October 2014
Clifton Gunderson LLP January 2011 - January 2012
Meyners + Company February 2007 - December 2010
Morgan Stanley January 2006 - February 2007
JP Morgan Chase October 2003 - March 2006
CUNA Mutual Group January 1998 - November 2003
Skills
Financial Reporting, Accounts Receivable, General Ledger, Office Administration, Firm Administration, Cost Control, Time and billing..., Client Billing, Accounts Payable, Management, Budgets, Account Reconciliation, Human Resources, Financial Statements, Office Management, Benefits Administration, Finance, Payroll
Education
The University of Texas at El Paso 1999 — 2004
BA, Finance
Elise Walker Elise Walker's CUNA Mutual Group Experience June 2015 - Present
Job ECommerce Intern at CUNA Mutual Group
Industry Market Research
Experience
CUNA Mutual Group June 2015 - Present
Campus and Visitor Relations September 2014 - Present
Wisconsin Athletic Club June 2010 - August 2013
Skills
Leadership, Public Speaking, Research, Time Management, Digital Marketing, Organization, Microsoft Excel, Teamwork, Google Analytics, Adobe Creative Suite, Social Media, Customer Service, Swim Instruction, Freelance Artist, Microsoft Office
Education
University of Wisconsin-Madison 2012 — 2016
Bachelor of Business Administration, Marketing, Certificate in Digital Studies
Universitat Pompeu Fabra 2015 — 2015
International Business, Marketing & Spanish, Semester GPA 3.62
CUNA Mutual Group June 2015 - Present
Campus and Visitor Relations September 2014 - Present
Wisconsin Athletic Club June 2010 - August 2013
Skills
Leadership, Public Speaking, Research, Time Management, Digital Marketing, Organization, Microsoft Excel, Teamwork, Google Analytics, Adobe Creative Suite, Social Media, Customer Service, Swim Instruction, Freelance Artist, Microsoft Office
Education
University of Wisconsin-Madison 2012 — 2016
Bachelor of Business Administration, Marketing, Certificate in Digital Studies
Universitat Pompeu Fabra 2015 — 2015
International Business, Marketing & Spanish, Semester GPA 3.62
Kylie Giancotti Kylie Giancotti's CUNA Mutual Group Experience February 2004 - Present
Job Sales Market Manager at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group February 2004 - Present
Qualtrust Credit Union May 1997 - February 2004
Skills
Insurance, Strategic Planning, Underwriting, Marketing, Property & Casualty..., Marketing Strategy, Team Building, Strategy, Health Insurance, Account Management, Leadership, New Business Development, Sales, Sales Management, Selling, Salesforce.com
Education
Texas Tech University 1993 — 1997
Bachelor's, Marketing
Texas Tech University - Rawls College of Business 1993 — 1997
CUNA Mutual Group February 2004 - Present
Qualtrust Credit Union May 1997 - February 2004
Skills
Insurance, Strategic Planning, Underwriting, Marketing, Property & Casualty..., Marketing Strategy, Team Building, Strategy, Health Insurance, Account Management, Leadership, New Business Development, Sales, Sales Management, Selling, Salesforce.com
Education
Texas Tech University 1993 — 1997
Bachelor's, Marketing
Texas Tech University - Rawls College of Business 1993 — 1997
Bryce Haws Bryce Haws's CUNA Mutual Group Experience January 2014 - October 2014
Job Lead Business Specialist at CapSpecialty, M.S. Candidate at Johns Hopkins University
Industry International Trade and Development
Experience
CapSpecialty June 2015 - Present
CapSpecialty October 2014 - June 2015
CUNA Mutual Group January 2014 - October 2014
Skills
Microsoft Excel, Stata, MicroStrategy, Data Analysis, Financial Analysis, Economics, Analysis, Forecasting, Research, Economic Forecasting, Risk Management, Financial Modeling, International Economics, Financial Risk...
Education
The Johns Hopkins University 2014 — 2016
Master’s Degree, MS Applied Economics
University of Wisconsin-Madison
Bachelor of Arts (B.A.), Economics
Roncalli High School 2005 — 2009
CapSpecialty June 2015 - Present
CapSpecialty October 2014 - June 2015
CUNA Mutual Group January 2014 - October 2014
Skills
Microsoft Excel, Stata, MicroStrategy, Data Analysis, Financial Analysis, Economics, Analysis, Forecasting, Research, Economic Forecasting, Risk Management, Financial Modeling, International Economics, Financial Risk...
Education
The Johns Hopkins University 2014 — 2016
Master’s Degree, MS Applied Economics
University of Wisconsin-Madison
Bachelor of Arts (B.A.), Economics
Roncalli High School 2005 — 2009
Janos Pasztor, PMP Janos Pasztor, PMP's CUNA Mutual Group Experience April 2014 - Present
Job IT Project Manager | Healthcare | Financial Services
Industry Information Technology and Services
Experience
CUNA Mutual Group April 2014 - Present
Epic August 2008 - April 2014
CEC Entertainment October 2005 - April 2008
Skills
Epic, Healthcare Information..., Epic Systems, EHR, Radiology, Cardiology, Radiant, Beaker, Inpatient, Software Implementation, SharePoint, Visio, Healthcare, EMR, Healthcare Consulting, Leadership, Project Management, Healthcare Industry, Process Improvement, DICOM, Analysis, Testing, Troubleshooting, CPOE, HL7, Hospitals, Healthcare Management, Data Analysis, Software Project..., Hands-on Training, Integration, Training, Requirements Analysis, Requirements Gathering, Quality Assurance, Performance Improvement, Change Management, Project Planning, Team Leadership, Business Process...
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA), Health, Strategic Management, General Management, Finance, Entrepreneurship
University of Missouri-Columbia 2004 — 2008
BA, Business
CUNA Mutual Group April 2014 - Present
Epic August 2008 - April 2014
CEC Entertainment October 2005 - April 2008
Skills
Epic, Healthcare Information..., Epic Systems, EHR, Radiology, Cardiology, Radiant, Beaker, Inpatient, Software Implementation, SharePoint, Visio, Healthcare, EMR, Healthcare Consulting, Leadership, Project Management, Healthcare Industry, Process Improvement, DICOM, Analysis, Testing, Troubleshooting, CPOE, HL7, Hospitals, Healthcare Management, Data Analysis, Software Project..., Hands-on Training, Integration, Training, Requirements Analysis, Requirements Gathering, Quality Assurance, Performance Improvement, Change Management, Project Planning, Team Leadership, Business Process...
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA), Health, Strategic Management, General Management, Finance, Entrepreneurship
University of Missouri-Columbia 2004 — 2008
BA, Business
Jenni McGlathery Jenni McGlathery's CUNA Mutual Group Experience 2007 - 2009
Job Strategic Solutions Manager at Dearborn National
Industry Insurance
Experience
Dearborn National September 2012 - Present
Dearborn National March 2011 - September 2012
Fort Dearborn Life February 2009 - March 2011
CUNA Mutual Group 2007 - 2009
Hartford Life July 2003 - March 2007
State Farm Insurance August 2000 - July 2003
Skills
Group Benefit Plans, Program Management, Highly detail oriented, Operations Management, Operational Excellence, Operational Efficiency, Leadership, Process Improvement
Education
The University of Texas at Arlington - College of Business Administration 2000 — 2003
BBA, Management
Dearborn National September 2012 - Present
Dearborn National March 2011 - September 2012
Fort Dearborn Life February 2009 - March 2011
CUNA Mutual Group 2007 - 2009
Hartford Life July 2003 - March 2007
State Farm Insurance August 2000 - July 2003
Skills
Group Benefit Plans, Program Management, Highly detail oriented, Operations Management, Operational Excellence, Operational Efficiency, Leadership, Process Improvement
Education
The University of Texas at Arlington - College of Business Administration 2000 — 2003
BBA, Management
Sarah Flemion Sarah Flemion's CUNA Mutual Group Experience June 2012 - December 2012
Job Project Administrative Assistant at Mortenson
Industry Construction
Experience
Mortenson January 2015 - Present
Imation September 2014 - December 2014
Target April 2013 - March 2014
CUNA Mutual Group June 2012 - December 2012
Engaging Results Communications January 2012 - June 2012
U Connect, Inc. January 2012 - June 2012
Wauwatosa Recreation Department June 2010 - August 2011
Zilli Hospitality Group June 2010 - June 2011
Skills
Social Media, Customer Service, PowerPoint, Leadership, Microsoft Excel, Marketing Research, Spanish, Microsoft Office, Facebook, Microsoft Word, Event Planning, Public Speaking, Social Networking, Event Management, Market Research, Time Management, Public Relations, Team Leadership, Research, Marketing, Community Outreach, Social Media Marketing, Online Advertising, Editing
Education
University of Wisconsin-Madison 2008 — 2012
Bachelor of Arts (BA), Spanish Language and Literature
Universidad Complutense de Madrid 2011 — 2011
Study Abroad Student, Spanish Language and Literature
West Allis Central High School 2004 — 2008
Senior Class President
Mortenson January 2015 - Present
Imation September 2014 - December 2014
Target April 2013 - March 2014
CUNA Mutual Group June 2012 - December 2012
Engaging Results Communications January 2012 - June 2012
U Connect, Inc. January 2012 - June 2012
Wauwatosa Recreation Department June 2010 - August 2011
Zilli Hospitality Group June 2010 - June 2011
Skills
Social Media, Customer Service, PowerPoint, Leadership, Microsoft Excel, Marketing Research, Spanish, Microsoft Office, Facebook, Microsoft Word, Event Planning, Public Speaking, Social Networking, Event Management, Market Research, Time Management, Public Relations, Team Leadership, Research, Marketing, Community Outreach, Social Media Marketing, Online Advertising, Editing
Education
University of Wisconsin-Madison 2008 — 2012
Bachelor of Arts (BA), Spanish Language and Literature
Universidad Complutense de Madrid 2011 — 2011
Study Abroad Student, Spanish Language and Literature
West Allis Central High School 2004 — 2008
Senior Class President
Alyssa Ryanjoy Alyssa Ryanjoy's CUNA Mutual Group Experience February 2015 - Present
Job Account Implementation Consultant at CUNA Mutual Group
Industry Philanthropy
Experience
CUNA Mutual Group February 2015 - Present
Madison College Foundation October 2013 - October 2014
SHOPBOP, an Amazon company November 2012 - October 2013
University of Wisconsin Foundation February 2012 - November 2012
University of Wisconsin Foundation August 2007 - February 2012
University of Wisconsin Foundation June 2005 - August 2006
University of Wisconsin Foundation September 2004 - June 2005
Skills
Fundraising, Nonprofits, Community Outreach, Public Speaking, Management, Training, Customer Service, Project Management, Process Improvement, Leadership, Program Management, Philanthropy, Annual Giving, Higher Education, Volunteer Management, Alumni Relations, Stewardship, Analysis, Event Planning, Team Leadership, Data Analysis, Relationship Building, Mentoring, Sales, Direct Marketing, Vendor Management, Sales Management, Performance Motivation, Client Relations, Strategic Planning, Presentations, Leading Meetings, Prospect Research, Sustainability, PowerPoint, Microsoft Excel, Microsoft Word, Raiser's Edge, CRM, Coaching, Performance Management, E-commerce, Teaching, Employee Relations, Board Relations, Call Centers, Contact Centers, Social Media, WebEx
Education
University of Wisconsin-Madison
Bachelor's Degree, Economics and German, European Studies Certificate
Albert-Ludwigs-Universität Freiburg im Breisgau
Study Abroad in Germany
CUNA Mutual Group February 2015 - Present
Madison College Foundation October 2013 - October 2014
SHOPBOP, an Amazon company November 2012 - October 2013
University of Wisconsin Foundation February 2012 - November 2012
University of Wisconsin Foundation August 2007 - February 2012
University of Wisconsin Foundation June 2005 - August 2006
University of Wisconsin Foundation September 2004 - June 2005
Skills
Fundraising, Nonprofits, Community Outreach, Public Speaking, Management, Training, Customer Service, Project Management, Process Improvement, Leadership, Program Management, Philanthropy, Annual Giving, Higher Education, Volunteer Management, Alumni Relations, Stewardship, Analysis, Event Planning, Team Leadership, Data Analysis, Relationship Building, Mentoring, Sales, Direct Marketing, Vendor Management, Sales Management, Performance Motivation, Client Relations, Strategic Planning, Presentations, Leading Meetings, Prospect Research, Sustainability, PowerPoint, Microsoft Excel, Microsoft Word, Raiser's Edge, CRM, Coaching, Performance Management, E-commerce, Teaching, Employee Relations, Board Relations, Call Centers, Contact Centers, Social Media, WebEx
Education
University of Wisconsin-Madison
Bachelor's Degree, Economics and German, European Studies Certificate
Albert-Ludwigs-Universität Freiburg im Breisgau
Study Abroad in Germany
Stephanie Penny's CUNA Mutual Group Experience June 2015 - Present
Job 2016 MBA Candidate at Wisconsin School of Business
Industry Insurance
Experience
CUNA Mutual Group June 2015 - Present
University of Wisconsin-Madison January 2015 - March 2015
Richard Penny Insurance Broker September 2013 - June 2014
Rimac Seguros April 2011 - August 2013
Pizarro, Botto & Escobar Abogados August 2010 - March 2011
Pizarro, Botto & Escobar Abogados June 2009 - January 2010
Aspen Skiing Company December 2008 - March 2009
Miranda & Amado Abogados January 2007 - December 2008
Skills
Analysis, Insurance Claims, Corporate Law, Mergers & Acquisitions, Due Diligence, Corporate Finance, Negotiation, Administrative Law, Risk Management, Legal Research, Legal Writing, Civil Litigation, English, Insurance, Mergers, Legal Advice, International Law, Management, Spanish, Underwriting, Enterprise Risk...
Education
University of Wisconsin-Madison 2014 — 2016
Master of Business Administration (MBA), Risk Management and Insurance
United Yoga 2014 — 2014
200h Yoga Teacher Training, Vinyasa Krama Yoga
Universidad Autónoma de Madrid 2010 — 2010
Law
Universidad de Lima 2005 — 2010
Bachelor of Laws (LLB), Law, Lawyer
CUNA Mutual Group June 2015 - Present
University of Wisconsin-Madison January 2015 - March 2015
Richard Penny Insurance Broker September 2013 - June 2014
Rimac Seguros April 2011 - August 2013
Pizarro, Botto & Escobar Abogados August 2010 - March 2011
Pizarro, Botto & Escobar Abogados June 2009 - January 2010
Aspen Skiing Company December 2008 - March 2009
Miranda & Amado Abogados January 2007 - December 2008
Skills
Analysis, Insurance Claims, Corporate Law, Mergers & Acquisitions, Due Diligence, Corporate Finance, Negotiation, Administrative Law, Risk Management, Legal Research, Legal Writing, Civil Litigation, English, Insurance, Mergers, Legal Advice, International Law, Management, Spanish, Underwriting, Enterprise Risk...
Education
University of Wisconsin-Madison 2014 — 2016
Master of Business Administration (MBA), Risk Management and Insurance
United Yoga 2014 — 2014
200h Yoga Teacher Training, Vinyasa Krama Yoga
Universidad Autónoma de Madrid 2010 — 2010
Law
Universidad de Lima 2005 — 2010
Bachelor of Laws (LLB), Law, Lawyer
Byron Glick Byron Glick's CUNA Mutual Group Experience November 2013 - March 2015
Job Technology Leadership that Delivers Business Value
Industry Information Technology and Services
Experience
American Family Insurance August 2015 - Present
DelSyn Catalysts March 2015 - Present
CUNA Mutual Group November 2013 - March 2015
CUNA Mutual Group 2008 - 2013
The Nielsen Company 2007 - 2008
ACNielsen - US Systems 2005 - 2007
Prairie Star Consulting June 2003 - November 2005
TDS March 2001 - June 2003
CDW/Berbee February 1999 - March 2001
UW - Madison 1990 - 1999
Skills
SDLC, Software Documentation, Strategic Planning, Projects, Training, Personnel Management, Crisis Management, Maturity Models, Project Management, Change Management, Leadership, Start-ups, Program Management, Budgets, Security, Management Consulting, Quality Assurance, PMP, PMO, Process Improvement, Business Analysis, Governance, Testing, Consulting, IT Strategy, Strategy, Coaching, Management, Executive Management, Vendor Management, Business Process..., Organizational..., Analysis, Project Planning
Education
The University of Southern Mississippi 1981 — 1983
MS - almost, Computer Science
The University of Southern Mississippi 1976 — 1981
BA, American Lit, French
American Family Insurance August 2015 - Present
DelSyn Catalysts March 2015 - Present
CUNA Mutual Group November 2013 - March 2015
CUNA Mutual Group 2008 - 2013
The Nielsen Company 2007 - 2008
ACNielsen - US Systems 2005 - 2007
Prairie Star Consulting June 2003 - November 2005
TDS March 2001 - June 2003
CDW/Berbee February 1999 - March 2001
UW - Madison 1990 - 1999
Skills
SDLC, Software Documentation, Strategic Planning, Projects, Training, Personnel Management, Crisis Management, Maturity Models, Project Management, Change Management, Leadership, Start-ups, Program Management, Budgets, Security, Management Consulting, Quality Assurance, PMP, PMO, Process Improvement, Business Analysis, Governance, Testing, Consulting, IT Strategy, Strategy, Coaching, Management, Executive Management, Vendor Management, Business Process..., Organizational..., Analysis, Project Planning
Education
The University of Southern Mississippi 1981 — 1983
MS - almost, Computer Science
The University of Southern Mississippi 1976 — 1981
BA, American Lit, French
Derek Adnams's CUNA Mutual Group Experience 2004 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade April 2015 - Present
MassMutual Albany 2013 - 2014
Highland Capital Brokerage 2012 - 2013
New York Life Insurance Company 2009 - 2011
MassMutual Financial Group 2006 - 2009
CUNA Mutual Group 2004 - 2005
Prudential Financial 1998 - 2004
Education
The College of New Jersey 1993 — 1997
BA, English
Scottrade April 2015 - Present
MassMutual Albany 2013 - 2014
Highland Capital Brokerage 2012 - 2013
New York Life Insurance Company 2009 - 2011
MassMutual Financial Group 2006 - 2009
CUNA Mutual Group 2004 - 2005
Prudential Financial 1998 - 2004
Education
The College of New Jersey 1993 — 1997
BA, English
Ryan Ashley Ryan Ashley's CUNA Mutual Group Experience February 2014 - Present
Job Project Manager at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group February 2014 - Present
Genesis10 September 2012 - February 2014
Vital Links September 2011 - September 2012
WORT 89.9 Community Radio May 2009 - August 2009
Skills
Project Management, Team Leadership, Project Planning, Performance Reporting, Marketing Communications, Process Improvement, Vendor Management, Solution Development, Requirements Analysis, Change Management
Education
University of Wisconsin-Madison 2008 — 2011
Bachelor of Arts (B.A.), Communication Arts
Rheinische Friedrich-Wilhelms-Universität Bonn / University of Bonn 2010 — 2010
CUNA Mutual Group February 2014 - Present
Genesis10 September 2012 - February 2014
Vital Links September 2011 - September 2012
WORT 89.9 Community Radio May 2009 - August 2009
Skills
Project Management, Team Leadership, Project Planning, Performance Reporting, Marketing Communications, Process Improvement, Vendor Management, Solution Development, Requirements Analysis, Change Management
Education
University of Wisconsin-Madison 2008 — 2011
Bachelor of Arts (B.A.), Communication Arts
Rheinische Friedrich-Wilhelms-Universität Bonn / University of Bonn 2010 — 2010
Tom Keepers's CUNA Mutual Group Experience January 1990 - June 2015
Job EVP CCIA
Industry Insurance
Experience
Consumer Credit Industry Association July 2015 - Present
CUNA Mutual Group January 1990 - June 2015
Skills
Insurance, Health Insurance, Claim, Underwriting, Property & Casualty..., Banking, Process Improvement, Vendor Management, Leadership, Executive Management, Risk Management, Consulting, Strategic Planning, Fixed Annuities, Business Analysis, Sales Management, Employee Benefits, Financial Services, General Insurance
Education
University of Wisconsin-Madison
Bachelor's degree, Mathematics
Edgewood College
Master of Business Administration (MBA)
The American College
Chartered Life Underwriter
CUES Center for Executive Management
Graduate
CUNA Management School
Graduate
FINRA
Series 7 Registered Representative
Project Management Institute
PMP
Consumer Credit Industry Association July 2015 - Present
CUNA Mutual Group January 1990 - June 2015
Skills
Insurance, Health Insurance, Claim, Underwriting, Property & Casualty..., Banking, Process Improvement, Vendor Management, Leadership, Executive Management, Risk Management, Consulting, Strategic Planning, Fixed Annuities, Business Analysis, Sales Management, Employee Benefits, Financial Services, General Insurance
Education
University of Wisconsin-Madison
Bachelor's degree, Mathematics
Edgewood College
Master of Business Administration (MBA)
The American College
Chartered Life Underwriter
CUES Center for Executive Management
Graduate
CUNA Management School
Graduate
FINRA
Series 7 Registered Representative
Project Management Institute
PMP
Candace Stohs-Krause's CUNA Mutual Group Experience May 2012 - July 2015
Job Assistant Director, CUNA Mutual Foundation at CUNA Mutual Group
Industry Public Relations and Communications
Experience
CUNA Mutual Group May 2012 - July 2015
CUNA Mutual Group June 2011 - April 2012
CUNA Mutual Group March 2011 - June 2011
Epic Systems Corporation August 2009 - February 2011
Skills
Corporate Communications, Social Media, Event Management, Public Speaking, Project Management, Sustainability, Community Outreach, Fundraising, Event Planning, Nonprofits, Public Relations, Internal Communications, Marketing, Writing, Strategic Planning, Social Networking, Research, Advertising, Volunteer Management, Corporate Sustainability, Creativity, Employee Engagement, Philanthropy, Microsoft Office, Presentation Development, Process Improvement, Corporate Blogging, Networking, Time Management, Management, Strategic Partnerships
Education
University of Wisconsin-Madison - School of Business 2004 — 2009
B.S., Sustainable Business; minors in Women's Studies, LGBTQ Studies, European Studies.
Università Commerciale 'Luigi Bocconi' 2007 — 2007
Economics, Fashion Business
CUNA Mutual Group May 2012 - July 2015
CUNA Mutual Group June 2011 - April 2012
CUNA Mutual Group March 2011 - June 2011
Epic Systems Corporation August 2009 - February 2011
Skills
Corporate Communications, Social Media, Event Management, Public Speaking, Project Management, Sustainability, Community Outreach, Fundraising, Event Planning, Nonprofits, Public Relations, Internal Communications, Marketing, Writing, Strategic Planning, Social Networking, Research, Advertising, Volunteer Management, Corporate Sustainability, Creativity, Employee Engagement, Philanthropy, Microsoft Office, Presentation Development, Process Improvement, Corporate Blogging, Networking, Time Management, Management, Strategic Partnerships
Education
University of Wisconsin-Madison - School of Business 2004 — 2009
B.S., Sustainable Business; minors in Women's Studies, LGBTQ Studies, European Studies.
Università Commerciale 'Luigi Bocconi' 2007 — 2007
Economics, Fashion Business
Frank Phillips's CUNA Mutual Group Experience July 2005 - September 2007
Job Business Development, Global Sales and Finance Professional forcused on Fortune 1000 and Financial Services industry
Industry Financial Services
Experience
CSA Group September 2012 - Present
RABQSA International, Inc. February 2010 - July 2012
Experian Decision Analytics September 2007 - September 2008
CUNA Mutual Group July 2005 - September 2007
Travelers July 1999 - July 2005
Great American Insurance February 1995 - May 1999
NCR May 1988 - January 1995
Skills
Management Consulting, Customer Relations, Insurance, Budgeting, Strategic Planning, Process Improvement, New Business Development, Risk Management, Business Strategy, Contract Negotiations, Business Planning, Contract Negotiation, Business Development, Six Sigma, Strategy, Management, Sales, Budgets, Sales Management, CRM, Change Management, Mergers & Acquisitions, Manufacturing, Customer Service, Banking, Business Process..., Team Building, Negotiation, Marketing, Training, Forecasting, Sales Operations
Education
University of Dayton 1987 — 1989
MBA, Finance
The Ohio State University 1981 — 1986
MS, Engineering
Kappa Sigma
CSA Group September 2012 - Present
RABQSA International, Inc. February 2010 - July 2012
Experian Decision Analytics September 2007 - September 2008
CUNA Mutual Group July 2005 - September 2007
Travelers July 1999 - July 2005
Great American Insurance February 1995 - May 1999
NCR May 1988 - January 1995
Skills
Management Consulting, Customer Relations, Insurance, Budgeting, Strategic Planning, Process Improvement, New Business Development, Risk Management, Business Strategy, Contract Negotiations, Business Planning, Contract Negotiation, Business Development, Six Sigma, Strategy, Management, Sales, Budgets, Sales Management, CRM, Change Management, Mergers & Acquisitions, Manufacturing, Customer Service, Banking, Business Process..., Team Building, Negotiation, Marketing, Training, Forecasting, Sales Operations
Education
University of Dayton 1987 — 1989
MBA, Finance
The Ohio State University 1981 — 1986
MS, Engineering
Kappa Sigma
Gabriel Hicks, CFP®'s CUNA Mutual Group Experience January 2003 - April 2004
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
BMO Harris Financial Advisors April 2004 - July 2013
CUNA Mutual Group January 2003 - April 2004
Skills
Investment Portfolio..., Retirement, Portfolio Management, Financial Strategies, Strategic Investment..., Finance, Wealth Management, Insurance, Budgets, Retirement Planning
Education
Viterbo University 2009 — 2011
MBA, Business Administration
The American College 2003 — 2007
CFP®, Certified Financial Planner™ designation
Viterbo University 1994 — 1998
Bachelor of Education, Music
Wells Fargo Advisors July 2013 - Present
BMO Harris Financial Advisors April 2004 - July 2013
CUNA Mutual Group January 2003 - April 2004
Skills
Investment Portfolio..., Retirement, Portfolio Management, Financial Strategies, Strategic Investment..., Finance, Wealth Management, Insurance, Budgets, Retirement Planning
Education
Viterbo University 2009 — 2011
MBA, Business Administration
The American College 2003 — 2007
CFP®, Certified Financial Planner™ designation
Viterbo University 1994 — 1998
Bachelor of Education, Music
Molly Nelson Molly Nelson's CUNA Mutual Group Experience May 2005 - April 2009
Job Attorney
Industry Law Practice
Experience
Heitman September 2015 - Present
Special Counsel October 2014 - April 2015
Lynch Law Offices, P.C. November 2013 - May 2014
The John Marshall Law School August 2011 - November 2012
CUNA Mutual Group May 2005 - April 2009
Harris Associates L.P. June 1985 - April 2005
Skills
Legal Research, Legal Writing, Securities Regulation, Anti Money Laundering, Compliance Testing, Privacy Policies, Board Relations, Board Governance, Risk Assessment, Risk Based Testing, Arbitration, Investments, Westlaw, FINRA, Trials, Courts, Public Speaking, Lexis
Education
The John Marshall Law School 2013 — 2013
Doctor of Law (J.D.)
University of Illinois at Chicago 1980 — 1989
Bachelor of Science (B.S.), Mathematics
Heitman September 2015 - Present
Special Counsel October 2014 - April 2015
Lynch Law Offices, P.C. November 2013 - May 2014
The John Marshall Law School August 2011 - November 2012
CUNA Mutual Group May 2005 - April 2009
Harris Associates L.P. June 1985 - April 2005
Skills
Legal Research, Legal Writing, Securities Regulation, Anti Money Laundering, Compliance Testing, Privacy Policies, Board Relations, Board Governance, Risk Assessment, Risk Based Testing, Arbitration, Investments, Westlaw, FINRA, Trials, Courts, Public Speaking, Lexis
Education
The John Marshall Law School 2013 — 2013
Doctor of Law (J.D.)
University of Illinois at Chicago 1980 — 1989
Bachelor of Science (B.S.), Mathematics
Jennifer Talbot Jennifer Talbot's CUNA Mutual Group Experience February 2004 - September 2007
Job Product Manager at Seagate Technology
Industry Marketing and Advertising
Experience
Seagate Technology June 2014 - Present
University of Colorado at Boulder August 2011 - May 2013
DigitalGlobe June 2012 - April 2013
CUNA Mutual Group February 2004 - September 2007
Merrill Lynch June 2001 - January 2004
Merrill Lynch June 1999 - June 2001
Skills
Financial Modeling, Data Analysis, Market Research, Competitive Analysis, Marketing Strategy, Financial Analysis, Strategic Planning, Project Management, Analytics, Marketing, Marketing Management, Business Development, Analysis, Entrepreneurship, Product Management, Strategy, Market Analysis
Education
University of Colorado at Boulder 2011 — 2013
Master of Business Administration (MBA)
University of Wyoming 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Seagate Technology June 2014 - Present
University of Colorado at Boulder August 2011 - May 2013
DigitalGlobe June 2012 - April 2013
CUNA Mutual Group February 2004 - September 2007
Merrill Lynch June 2001 - January 2004
Merrill Lynch June 1999 - June 2001
Skills
Financial Modeling, Data Analysis, Market Research, Competitive Analysis, Marketing Strategy, Financial Analysis, Strategic Planning, Project Management, Analytics, Marketing, Marketing Management, Business Development, Analysis, Entrepreneurship, Product Management, Strategy, Market Analysis
Education
University of Colorado at Boulder 2011 — 2013
Master of Business Administration (MBA)
University of Wyoming 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Sheenae Bunzel's CUNA Mutual Group Experience September 2013 - December 2013
Job Analytics Sales Specialist, Summit Program at IBM
Industry Marketing and Advertising
Experience
IBM July 2015 - Present
IBM June 2014 - August 2014
CUNA Mutual Group September 2013 - December 2013
CUNA Mutual Group May 2013 - August 2013
Intel Security May 2012 - November 2012
DigitalMediaIX February 2012 - May 2012
Santa Clara Consulting Group December 2011 - February 2012
City of Cupertino May 2011 - August 2011
Skills
Sales, Software Solution Sales, Technical Product Sales, Strategic Prospecting, Sales Prospecting, Prospect Qualification, Cold Calling, Data Mining, Market Research, Business Travel, Research, Facebook, Email Marketing, Social Media, Microsoft Office, Social Networking, Marketing Strategy, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Photoshop, A/B testing, B2B Marketing, Product Marketing, Web Marketing, Adobe Dreamweaver, HTML, CSS, Microstrategy, Quality Assurance, Survey Research, Web Marketing Strategy, Event Planning, Management, Photoshop, Editing, Social Media Marketing, Blogging, Online Marketing
Education
University of Wisconsin-Madison 2011 — 2015
Bachelor of Business Administration (BBA), Marketing
University of Cape Town 2014 — 2014
Bachelor of Business Administration (BBA), International Business
IBM July 2015 - Present
IBM June 2014 - August 2014
CUNA Mutual Group September 2013 - December 2013
CUNA Mutual Group May 2013 - August 2013
Intel Security May 2012 - November 2012
DigitalMediaIX February 2012 - May 2012
Santa Clara Consulting Group December 2011 - February 2012
City of Cupertino May 2011 - August 2011
Skills
Sales, Software Solution Sales, Technical Product Sales, Strategic Prospecting, Sales Prospecting, Prospect Qualification, Cold Calling, Data Mining, Market Research, Business Travel, Research, Facebook, Email Marketing, Social Media, Microsoft Office, Social Networking, Marketing Strategy, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Photoshop, A/B testing, B2B Marketing, Product Marketing, Web Marketing, Adobe Dreamweaver, HTML, CSS, Microstrategy, Quality Assurance, Survey Research, Web Marketing Strategy, Event Planning, Management, Photoshop, Editing, Social Media Marketing, Blogging, Online Marketing
Education
University of Wisconsin-Madison 2011 — 2015
Bachelor of Business Administration (BBA), Marketing
University of Cape Town 2014 — 2014
Bachelor of Business Administration (BBA), International Business
Ramsay Ellis Ramsay Ellis's CUNA Mutual Group Experience December 2007 - Present
Job Executive Benefits Specialist at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group December 2007 - Present
Morgan Stanley Smith Barney 2000 - 2004
Fidelity Investments 1986 - 2000
Education
The University of Texas at Austin - The Red McCombs School of Business 1978 — 1982
BBA, Finance
St. Stephens Episcopal
CUNA Mutual Group December 2007 - Present
Morgan Stanley Smith Barney 2000 - 2004
Fidelity Investments 1986 - 2000
Education
The University of Texas at Austin - The Red McCombs School of Business 1978 — 1982
BBA, Finance
St. Stephens Episcopal
Frank Long Frank Long's CUNA Mutual Group Experience 2012 - 2013
Job Senior Consultant at Sagacious Consultants
Industry Information Technology and Services
Experience
Sagacious Consultants May 2013 - Present
CUNA Mutual Group 2012 - 2013
Epic 2010 - May 2012
Council of Europe September 2008 - January 2009
GE Aviation June 2008 - August 2008
Skills
Software Implementation, Software Project..., Project Management, Program Management, Business Analysis, Visio, Healthcare Information..., Requirements Analysis, Agile Project Management, HL7, SharePoint, MS Project, SDLC, EHR, UML, Testing, Process Improvement, Microsoft Office, Data Analysis, Analysis, Microsoft Excel, Research, Training
Education
The Johns Hopkins University 2006 — 2010
Bachelor of Arts (B.A.), International Studies; History
Université Marc Bloch (Strasbourg II) 2008 — 2008
European Affairs
Sagacious Consultants May 2013 - Present
CUNA Mutual Group 2012 - 2013
Epic 2010 - May 2012
Council of Europe September 2008 - January 2009
GE Aviation June 2008 - August 2008
Skills
Software Implementation, Software Project..., Project Management, Program Management, Business Analysis, Visio, Healthcare Information..., Requirements Analysis, Agile Project Management, HL7, SharePoint, MS Project, SDLC, EHR, UML, Testing, Process Improvement, Microsoft Office, Data Analysis, Analysis, Microsoft Excel, Research, Training
Education
The Johns Hopkins University 2006 — 2010
Bachelor of Arts (B.A.), International Studies; History
Université Marc Bloch (Strasbourg II) 2008 — 2008
European Affairs
Ken McGlamery Ken McGlamery's CUNA Mutual Group Experience January 2009 - Present
Job Finanial Advisor at Vantage West Financial Advisors,located at Vantage West Credit Union
Industry Financial Services
Experience
Vantage West Financial Advisors, located at Vantage West Credit Union January 2014 - Present
CUNA Mutual Group January 2009 - Present
Meditunion January 2012 - December 2013
Harris Private Bank January 1999 - December 2008
Education
University of Arizona
Bachelor's Degree
Vantage West Financial Advisors, located at Vantage West Credit Union January 2014 - Present
CUNA Mutual Group January 2009 - Present
Meditunion January 2012 - December 2013
Harris Private Bank January 1999 - December 2008
Education
University of Arizona
Bachelor's Degree
Ahsen Jaffery Ahsen Jaffery's CUNA Mutual Group Experience January 2006 - January 2008
Job Buisness Analyst at Cash America
Industry Computer Software
Experience
Cash America February 2013 - Present
First Rate, Inc January 2008 - February 2013
CUNA Mutual Group January 2006 - January 2008
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Accounting and Finance
Cash America February 2013 - Present
First Rate, Inc January 2008 - February 2013
CUNA Mutual Group January 2006 - January 2008
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Accounting and Finance
Charles Branz Charles Branz's CUNA Mutual Group Experience May 2008 - May 2009
Job Manager at Accenture
Industry Information Technology and Services
Experience
Accenture March 2014 - Present
Accenture March 2010 - February 2014
Accenture April 2007 - February 2010
CUNA Mutual Group May 2008 - May 2009
Allianz Life 2008 - 2008
Spencer Aviation June 2006 - June 2007
JPMorgan Chase 2007 - 2007
GE 2004 - 2005
GE 2004 - 2005
Skills
Requirements Gathering, Salesforce.com, Salesforce.com..., Business Process Design, Software Documentation, Testing, Insurance, SDLC, Requirements Analysis, Business Analysis, Management Consulting, Consulting, Program Management, Business Process
Education
The Ohio State University 2002 — 2007
B.S., Mechanical Engineering
Accenture March 2014 - Present
Accenture March 2010 - February 2014
Accenture April 2007 - February 2010
CUNA Mutual Group May 2008 - May 2009
Allianz Life 2008 - 2008
Spencer Aviation June 2006 - June 2007
JPMorgan Chase 2007 - 2007
GE 2004 - 2005
GE 2004 - 2005
Skills
Requirements Gathering, Salesforce.com, Salesforce.com..., Business Process Design, Software Documentation, Testing, Insurance, SDLC, Requirements Analysis, Business Analysis, Management Consulting, Consulting, Program Management, Business Process
Education
The Ohio State University 2002 — 2007
B.S., Mechanical Engineering
Dennis Davis Dennis Davis's CUNA Mutual Group Experience January 2008 - Present
Job Sales Manager Wealth Accumulation CUNA Brokerage Services, Inc.
Industry Financial Services
Experience
CUNA Mutual Group January 2008 - Present
Education
The University of Georgia
CUNA Mutual Group January 2008 - Present
Education
The University of Georgia
Ivan Dodd Ivan Dodd's CUNA Mutual Group Experience May 2007 - September 2007
Job Connecting the Best & Brightest W/Awesome Opportunities @ JET
Industry Information Technology and Services
Experience
Jet.com June 2015 - Present
ZocDoc April 2014 - April 2015
Mondo March 2013 - April 2014
Robert Half Technology September 2012 - February 2013
Geek Squad August 2011 - July 2012
Tiffs Treats Inc. November 2006 - May 2010
CUNA Mutual Group May 2007 - September 2007
Skills
Customer Service, Microsoft Office, Sales, Account Management, Microsoft Excel, Business Analysis, Team Leadership, Social Media, Marketing, Leadership, Access, Analysis, Data Analysis, Recruiting, Project Management, Web Development, Software Development, Technical Support, Information Technology, Troubleshooting, Networking, Enterprise Software, Talent Acquisition, CRM
Education
The University of Dallas 2006 — 2010
Bachelor of Arts (B.A.), Economics
Bronx High School of Science 2002 — 2006
Regents Diploma
Jet.com June 2015 - Present
ZocDoc April 2014 - April 2015
Mondo March 2013 - April 2014
Robert Half Technology September 2012 - February 2013
Geek Squad August 2011 - July 2012
Tiffs Treats Inc. November 2006 - May 2010
CUNA Mutual Group May 2007 - September 2007
Skills
Customer Service, Microsoft Office, Sales, Account Management, Microsoft Excel, Business Analysis, Team Leadership, Social Media, Marketing, Leadership, Access, Analysis, Data Analysis, Recruiting, Project Management, Web Development, Software Development, Technical Support, Information Technology, Troubleshooting, Networking, Enterprise Software, Talent Acquisition, CRM
Education
The University of Dallas 2006 — 2010
Bachelor of Arts (B.A.), Economics
Bronx High School of Science 2002 — 2006
Regents Diploma
Chris Arenz, MBA, PMP Chris Arenz, MBA, PMP's CUNA Mutual Group Experience March 2012 - Present
Job Director, Product Management at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group March 2012 - Present
Arryve August 2011 - March 2012
Wisconsin Air National Guard December 1990 - September 2011
The Icarian Group, LLC April 2005 - August 2011
EMD Serono October 2002 - April 2005
SPSS June 2001 - September 2002
Accenture May 1999 - June 2001
Skills
Program Management, Business Intelligence, Business Analysis, Strategy, CRM, Process Improvement, Management Consulting, Analytics, Project Management, Product Marketing, Business Development, Management, Change Management, Project Planning, Business Process..., Negotiation, Data Analysis, Cross-functional Team..., PMP, Leadership, Business Process, Training, Requirements Analysis, Analysis, Project Portfolio..., E-commerce, Budgets, Consulting, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA, Marketing and Information Systems - CRM
University of Wisconsin-Madison 1991 — 1995
BS, Economics
CUNA Mutual Group March 2012 - Present
Arryve August 2011 - March 2012
Wisconsin Air National Guard December 1990 - September 2011
The Icarian Group, LLC April 2005 - August 2011
EMD Serono October 2002 - April 2005
SPSS June 2001 - September 2002
Accenture May 1999 - June 2001
Skills
Program Management, Business Intelligence, Business Analysis, Strategy, CRM, Process Improvement, Management Consulting, Analytics, Project Management, Product Marketing, Business Development, Management, Change Management, Project Planning, Business Process..., Negotiation, Data Analysis, Cross-functional Team..., PMP, Leadership, Business Process, Training, Requirements Analysis, Analysis, Project Portfolio..., E-commerce, Budgets, Consulting, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA, Marketing and Information Systems - CRM
University of Wisconsin-Madison 1991 — 1995
BS, Economics
Pam Bromley CLU ,ChFC, CEP Pam Bromley CLU ,ChFC, CEP's CUNA Mutual Group Experience June 1991 - June 2001
Job Helping your business thrive
Industry Management Consulting
Experience
Bromley Consulting & Sage Coaching January 2005 - Present
F&M Bank October 2007 - February 2010
Citi April 2004 - May 2005
Ameriprise Financial Services, Inc. June 2001 - December 2004
CUNA Mutual Group June 1991 - June 2001
Skills
Wealth Management, Fixed Annuities, Financial Services, Management, Finance, Retirement Planning, Life Insurance, Strategic Financial..., Financial Advisory, Small Business, Leadership, Business Loans, Small Business..., Strategic Planning, Worksite Solutions, Guaranteed Lifetime..., Supplemental Health, Indexed Annuities, Positive Coaching, Law of Attraction, Metaphysics, Life Transitions, Term Life Insurance, Medicare, Medicare Supplements, Sales Management, Business Development, 401k, IRAs, Sales, Long-term Care, Retirement, Estate Planning, Insurance, Financial Planning, Investments
Education
The American College 1994 — 1999
CLU ChFC, Finance, Investments, Insurance
Bromley Consulting & Sage Coaching January 2005 - Present
F&M Bank October 2007 - February 2010
Citi April 2004 - May 2005
Ameriprise Financial Services, Inc. June 2001 - December 2004
CUNA Mutual Group June 1991 - June 2001
Skills
Wealth Management, Fixed Annuities, Financial Services, Management, Finance, Retirement Planning, Life Insurance, Strategic Financial..., Financial Advisory, Small Business, Leadership, Business Loans, Small Business..., Strategic Planning, Worksite Solutions, Guaranteed Lifetime..., Supplemental Health, Indexed Annuities, Positive Coaching, Law of Attraction, Metaphysics, Life Transitions, Term Life Insurance, Medicare, Medicare Supplements, Sales Management, Business Development, 401k, IRAs, Sales, Long-term Care, Retirement, Estate Planning, Insurance, Financial Planning, Investments
Education
The American College 1994 — 1999
CLU ChFC, Finance, Investments, Insurance
Amanda Jean Jaron Amanda Jean Jaron's CUNA Mutual Group Experience June 2010 - August 2010
Job Product Development Consultant at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Marketing and Advertising
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2015 - Present
Medline Industries July 2013 - June 2015
Medline Industries June 2011 - July 2013
CUNA Mutual Group June 2010 - August 2010
Skills
Marketing, Sales, Training, Time Management, Market Research, Marketing Strategy, Microsoft Excel, Product Launch, Recruiting, Marketing Communications, Management, Account Management, Leadership, Medical Devices, Microsoft Office, Cross-functional Team...
Education
University of Wisconsin-Madison 2007 — 2011
Bachelor's of Science, Consumer Science, Certificate in Business, Coursework in Spanish (28 credit hours)
Universidad de Sevilla 2010 — 2010
Business
Buffalo Grove Highschool
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2015 - Present
Medline Industries July 2013 - June 2015
Medline Industries June 2011 - July 2013
CUNA Mutual Group June 2010 - August 2010
Skills
Marketing, Sales, Training, Time Management, Market Research, Marketing Strategy, Microsoft Excel, Product Launch, Recruiting, Marketing Communications, Management, Account Management, Leadership, Medical Devices, Microsoft Office, Cross-functional Team...
Education
University of Wisconsin-Madison 2007 — 2011
Bachelor's of Science, Consumer Science, Certificate in Business, Coursework in Spanish (28 credit hours)
Universidad de Sevilla 2010 — 2010
Business
Buffalo Grove Highschool
Gina (Park) Lee's CUNA Mutual Group Experience July 2001 - December 2006
Job Consultant Russell Investment Group
Industry Financial Services
Experience
Russell Investment Group January 2007 - January 2010
CUNA Mutual Group July 2001 - December 2006
Trillium Digital Systems July 1996 - February 2000
Skills
Talent Acquisition, Sourcing, College Recruiting, Onboarding, Recruiting, Talent Management
Education
University of California, Riverside 1988 — 1992
Russell Investment Group January 2007 - January 2010
CUNA Mutual Group July 2001 - December 2006
Trillium Digital Systems July 1996 - February 2000
Skills
Talent Acquisition, Sourcing, College Recruiting, Onboarding, Recruiting, Talent Management
Education
University of California, Riverside 1988 — 1992
Tony Ladner's CUNA Mutual Group Experience January 2008 - Present
Job Underwriting Specialist II at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group January 2008 - Present
Education
The University of Texas at Arlington 1988 — 1993
CUNA Mutual Group January 2008 - Present
Education
The University of Texas at Arlington 1988 — 1993
Yvonne Sambrano's CUNA Mutual Group Experience April 1999 - May 2006
Job Lending Executive/Sales & Business Development
Industry Banking
Experience
EPL, Inc. October 2007 - Present
selfemployed September 2006 - September 2007
CUNA Mutual Group April 1999 - May 2006
Greater El Paso Credit Union May 1978 - April 1999
Skills
Strategy, Loans, Leadership, Mortgage Lending, Process Improvement, Underwriting, Sales Management, Cross-functional Team..., Sales Process, Project Management, Sales, Training, Business Strategy, Product Development, Customer Retention, Executive Management, Credit Unions, Credit, Banking, Product Management, Vendor Management, Risk Management, Business Development
Education
The University of Texas at El Paso 1979 — 1980
General Courses, Business
EPL, Inc. October 2007 - Present
selfemployed September 2006 - September 2007
CUNA Mutual Group April 1999 - May 2006
Greater El Paso Credit Union May 1978 - April 1999
Skills
Strategy, Loans, Leadership, Mortgage Lending, Process Improvement, Underwriting, Sales Management, Cross-functional Team..., Sales Process, Project Management, Sales, Training, Business Strategy, Product Development, Customer Retention, Executive Management, Credit Unions, Credit, Banking, Product Management, Vendor Management, Risk Management, Business Development
Education
The University of Texas at El Paso 1979 — 1980
General Courses, Business
CYNTHIA BUSS's CUNA Mutual Group Experience 2008 - Present
Job Financial Advisor at SchoolsFirst Federal Credit Union
Industry Financial Services
Experience
SchoolsFirst Federal Credit Union June 2008 - Present
CUNA Mutual Group 2008 - Present
Morgan Stanley 2007 - 2008
New Century Mortgage 1998 - 2007
Skills
Investments, Retirement Planning, Series 7, Securities, Equities, Mutual Funds, Portfolio Management, Wealth Management, Retirement, Estate Planning, Financial Services, Series 66, Strategic Financial..., 401k, Asset Allocation, Financial Planning
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), Psychology
SchoolsFirst Federal Credit Union June 2008 - Present
CUNA Mutual Group 2008 - Present
Morgan Stanley 2007 - 2008
New Century Mortgage 1998 - 2007
Skills
Investments, Retirement Planning, Series 7, Securities, Equities, Mutual Funds, Portfolio Management, Wealth Management, Retirement, Estate Planning, Financial Services, Series 66, Strategic Financial..., 401k, Asset Allocation, Financial Planning
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Steven Konkol's CUNA Mutual Group Experience September 2007 - Present
Job Senior Manager Sales Performance and Reporting at CUNA Mutual Group
Industry Information Services
Experience
CUNA Mutual Group September 2007 - Present
IBM January 2005 - August 2007
IBM 2003 - 2005
IBM January 1997 - January 2003
IBM 1996 - 1997
IBM January 1995 - January 1996
IBM January 1993 - January 1995
IBM January 1992 - January 1993
IBM January 1986 - January 1992
IBM January 1984 - January 1986
Skills
Project Management, CRM, Management, Process Improvement, Sales Operations, Six Sigma, Strategy, Leadership, Analysis, Analytics, Business Process, Balanced Scorecard, Program Management, Business Process...
Education
The University of Chicago - Booth School of Business 1992 — 1993
MASTER OF BUSINESS ADMINISTRATION, with honors, Statistics, Finance, and Total Quality Management
University of Wisconsin-Madison 1977 — 1981
BACHELOR OF SCIENCE, Material Science/Metallurgical Engineering
CUNA Mutual Group September 2007 - Present
IBM January 2005 - August 2007
IBM 2003 - 2005
IBM January 1997 - January 2003
IBM 1996 - 1997
IBM January 1995 - January 1996
IBM January 1993 - January 1995
IBM January 1992 - January 1993
IBM January 1986 - January 1992
IBM January 1984 - January 1986
Skills
Project Management, CRM, Management, Process Improvement, Sales Operations, Six Sigma, Strategy, Leadership, Analysis, Analytics, Business Process, Balanced Scorecard, Program Management, Business Process...
Education
The University of Chicago - Booth School of Business 1992 — 1993
MASTER OF BUSINESS ADMINISTRATION, with honors, Statistics, Finance, and Total Quality Management
University of Wisconsin-Madison 1977 — 1981
BACHELOR OF SCIENCE, Material Science/Metallurgical Engineering
Allison Winkler's CUNA Mutual Group Experience 2011 - 2014
Job Senior Internal Communications Specialist
Industry Insurance
Experience
WEA Trust 2014 - Present
CUNA Mutual Group 2011 - 2014
University of Wisconsin 2009 - May 2011
Madison Media Institute 2008 - 2009
Admissions Jungle 2007 - 2009
Tutoring Club Learning Centers 2003 - 2007
BowTie Inc. 2002 - 2003
RB Publishing 2000 - 2002
AE Business Solutions 1999 - 2000
Skills
Social Media Marketing, Social Media, SEO, Marketing Strategy, Editing, Strategy, Marketing Communications, Leadership, Writing, Press Releases, Web Design, Analytics, Digital Marketing, Market Research, Advertising, User Experience, Lead Generation, Management, Process Improvement, Content Management, Content Strategy, Web Analytics, Information Architecture, User Interface Design, Usability Testing, Solution Implementation, Internal Communications
Education
University of Southern California 2015 — 2016
Master's degree, Communication Management
University of Wisconsin-Madison 1993 — 1998
BS Journalism, College of Agriculture and Life Sciences
University of California, San Diego
Certificate, Human Computer Interaction
WEA Trust 2014 - Present
CUNA Mutual Group 2011 - 2014
University of Wisconsin 2009 - May 2011
Madison Media Institute 2008 - 2009
Admissions Jungle 2007 - 2009
Tutoring Club Learning Centers 2003 - 2007
BowTie Inc. 2002 - 2003
RB Publishing 2000 - 2002
AE Business Solutions 1999 - 2000
Skills
Social Media Marketing, Social Media, SEO, Marketing Strategy, Editing, Strategy, Marketing Communications, Leadership, Writing, Press Releases, Web Design, Analytics, Digital Marketing, Market Research, Advertising, User Experience, Lead Generation, Management, Process Improvement, Content Management, Content Strategy, Web Analytics, Information Architecture, User Interface Design, Usability Testing, Solution Implementation, Internal Communications
Education
University of Southern California 2015 — 2016
Master's degree, Communication Management
University of Wisconsin-Madison 1993 — 1998
BS Journalism, College of Agriculture and Life Sciences
University of California, San Diego
Certificate, Human Computer Interaction
Larry Weismantel's CUNA Mutual Group Experience September 1989 - May 1998
Job Sr. Business Analyst at ITAGroup
Industry Leisure, Travel & Tourism
Experience
ITA Group, Inc. 2000 - Present
ITAGroup January 2001 - September 2004
Garst Seed Company May 1998 - September 2000
CUNA Mutual Group September 1989 - May 1998
Midland National Life Insurance Company May 1985 - September 1989
Midland National Life Insurance Company September 1982 - May 1985
Skills
Visio, Business Analysis, Data Analysis, Requirements Analysis, Agile, T-SQL, Business Requirements, Access, Analysis, Documentation, Software Development, SQL, Microsoft SQL Server, SQL Server Management..., Microsoft Excel, Microsoft Word, Relational Data Modeling, Database Modeling, Data Modeling, CompTIA A+ Certification, CompTIA Network+..., CEH, FLMI/M, ACS, CLU, Agile Methodologies, Database Design, Software Documentation, Databases, SDLC, Systems Analysis, Scrum
Education
The University of South Dakota 1978 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
ITA Group, Inc. 2000 - Present
ITAGroup January 2001 - September 2004
Garst Seed Company May 1998 - September 2000
CUNA Mutual Group September 1989 - May 1998
Midland National Life Insurance Company May 1985 - September 1989
Midland National Life Insurance Company September 1982 - May 1985
Skills
Visio, Business Analysis, Data Analysis, Requirements Analysis, Agile, T-SQL, Business Requirements, Access, Analysis, Documentation, Software Development, SQL, Microsoft SQL Server, SQL Server Management..., Microsoft Excel, Microsoft Word, Relational Data Modeling, Database Modeling, Data Modeling, CompTIA A+ Certification, CompTIA Network+..., CEH, FLMI/M, ACS, CLU, Agile Methodologies, Database Design, Software Documentation, Databases, SDLC, Systems Analysis, Scrum
Education
The University of South Dakota 1978 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
David Morel's CUNA Mutual Group Experience May 1998 - January 2000
Job Sr. Product Manager at SAP
Industry Information Technology and Services
Experience
SAP January 2013 - Present
Ariba December 2007 - January 2013
Procuri February 2000 - December 2007
CUNA Mutual Group May 1998 - January 2000
Mutual of New York July 1997 - May 1998
Victory Life Insurance Company June 1991 - May 1997
Skills
Cloud Computing, SaaS, Ariba, Procurement, Enterprise Software, Business Transformation, Professional Services, Start-ups, Go-to-market Strategy, Outsourcing, Strategic Partnerships, Business Alliances, Product Management, Cross-functional Team..., Vendor Management, Business Process..., Strategy
Education
Tulane University - A.B. Freeman School of Business 1987 — 1991
MBA, Finance, General
Tulane University Law School 1987 — 1991
Juris Doctor, Law
Tulane University - A.B. Freeman School of Business 1983 — 1987
Bachelor's Degree, Business - concentration in finance
SAP January 2013 - Present
Ariba December 2007 - January 2013
Procuri February 2000 - December 2007
CUNA Mutual Group May 1998 - January 2000
Mutual of New York July 1997 - May 1998
Victory Life Insurance Company June 1991 - May 1997
Skills
Cloud Computing, SaaS, Ariba, Procurement, Enterprise Software, Business Transformation, Professional Services, Start-ups, Go-to-market Strategy, Outsourcing, Strategic Partnerships, Business Alliances, Product Management, Cross-functional Team..., Vendor Management, Business Process..., Strategy
Education
Tulane University - A.B. Freeman School of Business 1987 — 1991
MBA, Finance, General
Tulane University Law School 1987 — 1991
Juris Doctor, Law
Tulane University - A.B. Freeman School of Business 1983 — 1987
Bachelor's Degree, Business - concentration in finance
Heather Thiltgen's CUNA Mutual Group Experience April 2007 - March 2012
Job Vice President, Individual Sales and Marketing
Industry Insurance
Experience
Medical Mutual April 2012 - Present
CUNA Mutual Group April 2007 - March 2012
USAA January 1997 - March 2007
M/A/R/C Group July 1995 - December 1996
Skills
Marketing Strategy, Brand Management, Customer Experience, Channel Optimization, Product Management, Product Development, Direct Marketing, Channel Strategy, Cross-functional Team..., Program Management, Financial Services, Insurance, Strategy, Segmentation, Process Improvement, Brand Development, E-commerce, Analytics, Management, Project Management, Leadership, Strategic Planning, Marketing Research, Marketing, Budgets, CRM, Pricing, Integrated Marketing, P&L Management, Vendor Management, Marketing Management, Product Marketing, Business Development, Competitive Analysis, Email Marketing, Market Research, Multi-channel Marketing, Database Marketing, Executive Management, Online Marketing, Market Analysis, Strategic Partnerships, Customer Retention, B2B, Customer Acquisition, Lead Generation, Start-ups, Market Planning, Marketing Communications, Digital Marketing
Education
Vanderbilt University - Owen Graduate School of Management
MBA, Marketing, Top 10%
The University of Texas at Austin
Bachelor of Arts, Government & Economics
Medical Mutual April 2012 - Present
CUNA Mutual Group April 2007 - March 2012
USAA January 1997 - March 2007
M/A/R/C Group July 1995 - December 1996
Skills
Marketing Strategy, Brand Management, Customer Experience, Channel Optimization, Product Management, Product Development, Direct Marketing, Channel Strategy, Cross-functional Team..., Program Management, Financial Services, Insurance, Strategy, Segmentation, Process Improvement, Brand Development, E-commerce, Analytics, Management, Project Management, Leadership, Strategic Planning, Marketing Research, Marketing, Budgets, CRM, Pricing, Integrated Marketing, P&L Management, Vendor Management, Marketing Management, Product Marketing, Business Development, Competitive Analysis, Email Marketing, Market Research, Multi-channel Marketing, Database Marketing, Executive Management, Online Marketing, Market Analysis, Strategic Partnerships, Customer Retention, B2B, Customer Acquisition, Lead Generation, Start-ups, Market Planning, Marketing Communications, Digital Marketing
Education
Vanderbilt University - Owen Graduate School of Management
MBA, Marketing, Top 10%
The University of Texas at Austin
Bachelor of Arts, Government & Economics
Jason Zana's CUNA Mutual Group Experience January 2004 - September 2006
Job Real Estate Asset Manager
Industry Real Estate
Experience
San Diego Coastal Realty September 2006 - Present
CUNA Mutual Group January 2004 - September 2006
CUNA Mutual Group January 2002 - December 2003
Skills
Real Estate, Investment Properties, Residential Homes, Negotiation, Sellers, Customer Service, First Time Home Buyers, Short Sales, Microsoft Office, Property Management, Relocation, Foreclosures, Microsoft Excel, Real Estate Development, Single Family Homes, Buyer Representation, Contract Negotiation, Real Estate Transactions, Condos, REO, Investments, Investors
Education
UCI 1991 — 1995
Bachelor's degree, Economics
San Diego Coastal Realty September 2006 - Present
CUNA Mutual Group January 2004 - September 2006
CUNA Mutual Group January 2002 - December 2003
Skills
Real Estate, Investment Properties, Residential Homes, Negotiation, Sellers, Customer Service, First Time Home Buyers, Short Sales, Microsoft Office, Property Management, Relocation, Foreclosures, Microsoft Excel, Real Estate Development, Single Family Homes, Buyer Representation, Contract Negotiation, Real Estate Transactions, Condos, REO, Investments, Investors
Education
UCI 1991 — 1995
Bachelor's degree, Economics
Jeff Fitz Gerald's CUNA Mutual Group Experience December 2014 - Present
Job Customer Implementation Manager at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group December 2014 - Present
CUNA Mutual Group October 2006 - Present
CUNA Mutual Group April 2000 - October 2006
CUNA Mutual Group May 1998 - June 2000
Education
University at Albany, SUNY 1987 — 1992
Bachelor of Science, Mathematics
CUNA Mutual Group December 2014 - Present
CUNA Mutual Group October 2006 - Present
CUNA Mutual Group April 2000 - October 2006
CUNA Mutual Group May 1998 - June 2000
Education
University at Albany, SUNY 1987 — 1992
Bachelor of Science, Mathematics
Teuta Resad's CUNA Mutual Group Experience programmer analystWisconsin Department of Revenue1993 - 2008
Job IT Business Consultant at Cuna Mutual Group
Industry Information Technology and Services
Experience
Cuna Mutual Group programmer analystWisconsin Department of Revenue1993 - 2008
Wisconsin Department of Revenue 1993 - 2008
Education
University of Alaska Anchorage 1987 — 2003
Cuna Mutual Group programmer analystWisconsin Department of Revenue1993 - 2008
Wisconsin Department of Revenue 1993 - 2008
Education
University of Alaska Anchorage 1987 — 2003
Catie (McDonald) Shannon's CUNA Mutual Group Experience February 2014 - Present
Job Sr. Manager, Strategy Process Management at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group February 2014 - Present
CUNA Mutual Group November 2012 - Present
CUNA Mutual Group December 2010 - November 2012
CUNA Mutual Group September 2009 - March 2011
CUNA Mutual Group July 2008 - September 2009
CUNA Mutual Group February 2007 - July 2008
University of Tennessee July 2006 - December 2006
University of Tennessee August 2005 - December 2006
Goodwill EasterSeals of the Gulf Coast January 2002 - July 2002
Skills
Process Improvement, Project Management, Business Analysis, Strategic Planning, Team Building, Change Management, Customer Service, Microsoft Office, Business Development, Integration, Recruiting, Cross-functional Team..., Risk Management, Program Management, Management, Insurance
Education
University of Tennessee-Knoxville 2002 — 2005
M.A., History - American Civil Rights
University of Alabama 1997 — 2000
BA, History and American Studies
CUNA Mutual Group February 2014 - Present
CUNA Mutual Group November 2012 - Present
CUNA Mutual Group December 2010 - November 2012
CUNA Mutual Group September 2009 - March 2011
CUNA Mutual Group July 2008 - September 2009
CUNA Mutual Group February 2007 - July 2008
University of Tennessee July 2006 - December 2006
University of Tennessee August 2005 - December 2006
Goodwill EasterSeals of the Gulf Coast January 2002 - July 2002
Skills
Process Improvement, Project Management, Business Analysis, Strategic Planning, Team Building, Change Management, Customer Service, Microsoft Office, Business Development, Integration, Recruiting, Cross-functional Team..., Risk Management, Program Management, Management, Insurance
Education
University of Tennessee-Knoxville 2002 — 2005
M.A., History - American Civil Rights
University of Alabama 1997 — 2000
BA, History and American Studies
Curry Workman's CUNA Mutual Group Experience December 1999 - August 2002
Job Business Accounts Representative at 121 Financial Credit Union
Industry Banking
Experience
121 Financial Credit Union July 2015 - Present
121 Financial Credit Union November 2012 - Present
121 Financial Credit Union February 2003 - December 2012
CUNA Mutual Group December 1999 - August 2002
Tennessee Valley Federal Credit Union September 1996 - December 1999
Skills
Financial Services, Financial Analysis, Customer Service, Banking, Credit, Credit Cards, Marketing, Risk Management, Loans, Sales, Consumer Lending, Management, Portfolio Management, Leadership, Retail Banking, Team Building, Account Management, Finance, Call Centers, Mortgage Lending, Process Improvement, Commercial Lending, Relationship Management, Relationship Building, Business Relationship..., Business Analytics, Sales Process, Program Management, Financial Reporting, Sales Management, Credit Analysis, Training, Negotiation, Underwriting, Investments, Accounting, Financial Risk
Education
CUNA Business Lending Certification Institute 2013 — 2015
Business Lending, A
The University of Tennessee at Chattanooga 1995 — 1999
BS, Finance
The University of Tennessee at Chattanooga 1995 — 1999
Bachelor's Degree, Human Resources Management and Services
Franklin High School, Franklin, TN 1992 — 1995
121 Financial Credit Union July 2015 - Present
121 Financial Credit Union November 2012 - Present
121 Financial Credit Union February 2003 - December 2012
CUNA Mutual Group December 1999 - August 2002
Tennessee Valley Federal Credit Union September 1996 - December 1999
Skills
Financial Services, Financial Analysis, Customer Service, Banking, Credit, Credit Cards, Marketing, Risk Management, Loans, Sales, Consumer Lending, Management, Portfolio Management, Leadership, Retail Banking, Team Building, Account Management, Finance, Call Centers, Mortgage Lending, Process Improvement, Commercial Lending, Relationship Management, Relationship Building, Business Relationship..., Business Analytics, Sales Process, Program Management, Financial Reporting, Sales Management, Credit Analysis, Training, Negotiation, Underwriting, Investments, Accounting, Financial Risk
Education
CUNA Business Lending Certification Institute 2013 — 2015
Business Lending, A
The University of Tennessee at Chattanooga 1995 — 1999
BS, Finance
The University of Tennessee at Chattanooga 1995 — 1999
Bachelor's Degree, Human Resources Management and Services
Franklin High School, Franklin, TN 1992 — 1995
Darel Hargrove's CUNA Mutual Group Experience May 2007 - Present
Job CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group May 2007 - Present
Skills
Management, Process Improvement, Financial Analysis, Business Process..., Financial Modeling, Project Management, Cross-functional Team..., Strategic Planning, Change Management, Leadership, Strategy
Education
The Tuck School of Business at Dartmouth 2001 — 2003
CUNA Mutual Group May 2007 - Present
Skills
Management, Process Improvement, Financial Analysis, Business Process..., Financial Modeling, Project Management, Cross-functional Team..., Strategic Planning, Change Management, Leadership, Strategy
Education
The Tuck School of Business at Dartmouth 2001 — 2003
Sonja Purvis's CUNA Mutual Group Experience 1993 - 2006
Job SVP at Mutual Savings Credit Union
Industry Financial Services
Experience
Mutual Savings Credit Union SVP/Chief Marketing & Development OfficerMutual Savings Credit Union2006 - Present
CUNA Mutual Group 1993 - 2006
Education
University of Alabama 1986 — 2008
Mutual Savings Credit Union SVP/Chief Marketing & Development OfficerMutual Savings Credit Union2006 - Present
CUNA Mutual Group 1993 - 2006
Education
University of Alabama 1986 — 2008
Jack Goodwin's CUNA Mutual Group Experience 2007 - 2010
Job President at Berkley Risk, a W.R. Berkley Company
Industry Insurance
Experience
Berkley Risk, a W. R. Berkley Company June 2014 - Present
Berkley Risk, a W.R. Berkley Company July 2013 - June 2014
Berkley Risk, a W.R. Berkley Company 2012 - 2013
Noll Valley Enterprises 2010 - 2011
CUNA Mutual Group 2007 - 2010
Travelers 2005 - 2007
St Paul Travelers 2003 - 2005
Royal & Sunalliance 1996 - 2003
Employers Reinsurance 1995 - 1996
Chubb Group of Insurance Companies 1987 - 1996
Skills
Underwriting, Insurance, Professional Liability, D&O, Property & Casualty..., Commercial Insurance, Employment Practices..., Directors & Officers..., Reinsurance, Casualty, Liability, Risk Management, Commercial Lines, General Insurance, Workers Compensation, Claim, Excess, Claims Management, Litigation Management, Captives, Brokers, Health Insurance, Financial Risk, Inland Marine, Umbrella Insurance, Legal Liability, Enterprise Risk..., Employee Benefits, Liability Analysis, Life Insurance, Accident, CPCU, Actuarial Science, Claim Investigation, Term Life Insurance, EPL
Education
University of Cincinnati
Bachelor of Arts (B.A.), Economics
Berkley Risk, a W. R. Berkley Company June 2014 - Present
Berkley Risk, a W.R. Berkley Company July 2013 - June 2014
Berkley Risk, a W.R. Berkley Company 2012 - 2013
Noll Valley Enterprises 2010 - 2011
CUNA Mutual Group 2007 - 2010
Travelers 2005 - 2007
St Paul Travelers 2003 - 2005
Royal & Sunalliance 1996 - 2003
Employers Reinsurance 1995 - 1996
Chubb Group of Insurance Companies 1987 - 1996
Skills
Underwriting, Insurance, Professional Liability, D&O, Property & Casualty..., Commercial Insurance, Employment Practices..., Directors & Officers..., Reinsurance, Casualty, Liability, Risk Management, Commercial Lines, General Insurance, Workers Compensation, Claim, Excess, Claims Management, Litigation Management, Captives, Brokers, Health Insurance, Financial Risk, Inland Marine, Umbrella Insurance, Legal Liability, Enterprise Risk..., Employee Benefits, Liability Analysis, Life Insurance, Accident, CPCU, Actuarial Science, Claim Investigation, Term Life Insurance, EPL
Education
University of Cincinnati
Bachelor of Arts (B.A.), Economics
Richard Quincy Packard's CUNA Mutual Group Experience April 2011 - October 2011
Job Sr Recruiter at Hospital Corporation of America
Industry Hospital & Health Care
Experience
HCA June 2015 - Present
Quest Diagnostics August 2013 - June 2015
University of Southern California - USC Norris Cancer Hospital and Keck Hospital of USC October 2012 - August 2013
One West Bank February 2012 - August 2012
CUNA Mutual Group April 2011 - October 2011
Washington Mutual October 2007 - April 2008
Wachovia Bank December 2006 - July 2007
Southen California Edison March 2006 - October 2006
Parsons Engineering and Construction September 2005 - March 2006
The Mortgage Store Financial September 2004 - September 2005
Skills
Recruiting, College Recruiting, Technical Recruiting, Personnel Management, Internet Recruiting, Hiring, Succession Planning, Resume Writing, Contract Recruitment, HR Policies, Onboarding, Conducting Interviews, Strategic Sourcing, Driving Results, HR Consulting, Result Oriented, Behavioral Assessment, Recruitment/Retention, Full-cycle Recruiting, Sales Recruitment, Results Focused, Process Consulting, Interviewing, Nurse Recruitment, Cold Calling Experience, Metrics Reporting, Compensation Strategies, Interviews, Cold Calling, Training, Human Resources
Education
University of California, Los Angeles
Human Resource Management, Human Resources
HCA June 2015 - Present
Quest Diagnostics August 2013 - June 2015
University of Southern California - USC Norris Cancer Hospital and Keck Hospital of USC October 2012 - August 2013
One West Bank February 2012 - August 2012
CUNA Mutual Group April 2011 - October 2011
Washington Mutual October 2007 - April 2008
Wachovia Bank December 2006 - July 2007
Southen California Edison March 2006 - October 2006
Parsons Engineering and Construction September 2005 - March 2006
The Mortgage Store Financial September 2004 - September 2005
Skills
Recruiting, College Recruiting, Technical Recruiting, Personnel Management, Internet Recruiting, Hiring, Succession Planning, Resume Writing, Contract Recruitment, HR Policies, Onboarding, Conducting Interviews, Strategic Sourcing, Driving Results, HR Consulting, Result Oriented, Behavioral Assessment, Recruitment/Retention, Full-cycle Recruiting, Sales Recruitment, Results Focused, Process Consulting, Interviewing, Nurse Recruitment, Cold Calling Experience, Metrics Reporting, Compensation Strategies, Interviews, Cold Calling, Training, Human Resources
Education
University of California, Los Angeles
Human Resource Management, Human Resources
Karl Duncan's CUNA Mutual Group Experience October 2012 - Present
Job Project Management Contractor Project Delivery at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group October 2012 - Present
ACI Worldwide December 2010 - October 2012
Lexcel Solutions, Inc August 1998 - November 2010
Honor Technologies, Inc. 1995 - 1998
Skills
EMV, Payment Systems, ISO8583, Testing, Software Project..., Software Product..., Technical Writing, Public Speaking, Product Training, Pre-sales, Project Management, MS Project, Visio, RoboHelp, Microsoft Excel, Wikis, Product Marketing, PMI, Management, Microsoft Project
Education
The University of Texas at Austin 1990 — 1993
BA, College of Liberal Arts, English Literature / Business
Plano Senior High School 1987 — 1988
CUNA Mutual Group October 2012 - Present
ACI Worldwide December 2010 - October 2012
Lexcel Solutions, Inc August 1998 - November 2010
Honor Technologies, Inc. 1995 - 1998
Skills
EMV, Payment Systems, ISO8583, Testing, Software Project..., Software Product..., Technical Writing, Public Speaking, Product Training, Pre-sales, Project Management, MS Project, Visio, RoboHelp, Microsoft Excel, Wikis, Product Marketing, PMI, Management, Microsoft Project
Education
The University of Texas at Austin 1990 — 1993
BA, College of Liberal Arts, English Literature / Business
Plano Senior High School 1987 — 1988
Heather Raffel's CUNA Mutual Group Experience 2000 - 2005
Job Jill of All Trades
Industry Design
Experience
Waunakee High School August 2006 - Present
Sugar River Stationers June 2002 - Present
CUNA Mutual Group 2000 - 2005
Medical Media Associates December 1999 - June 2000
Mead & Hunt June 1994 - December 1999
Education
The Ohio State University Fisher College of Business 1988 — 1993
BS, BA, Marketing, Advertising
Waunakee High School August 2006 - Present
Sugar River Stationers June 2002 - Present
CUNA Mutual Group 2000 - 2005
Medical Media Associates December 1999 - June 2000
Mead & Hunt June 1994 - December 1999
Education
The Ohio State University Fisher College of Business 1988 — 1993
BS, BA, Marketing, Advertising
Amy Cameron's CUNA Mutual Group Experience August 2011 - Present
Job Managing Director at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group August 2011 - Present
MEMBERS Capital Advisors August 2011 - Present
Allianz of America June 2001 - July 2011
GE Asset Management August 1998 - May 2001
Metropolitan Life Insurance Company 1995 - 1998
Skills
High Yield, Fixed Income, Credit, Asset Allocation, Portfolio Management, Trading, Investments, Bonds, Securities, Credit Analysis
Education
University of Connecticut 2000 — 2003
MBA, Finance
Villanova University 1989 — 1993
BS, Economics
CUNA Mutual Group August 2011 - Present
MEMBERS Capital Advisors August 2011 - Present
Allianz of America June 2001 - July 2011
GE Asset Management August 1998 - May 2001
Metropolitan Life Insurance Company 1995 - 1998
Skills
High Yield, Fixed Income, Credit, Asset Allocation, Portfolio Management, Trading, Investments, Bonds, Securities, Credit Analysis
Education
University of Connecticut 2000 — 2003
MBA, Finance
Villanova University 1989 — 1993
BS, Economics
Randolph Guerra's CUNA Mutual Group Experience March 2000 - March 2004
Job President at Dustino & Justino
Industry Insurance
Experience
Dustino & Justino Brokerage Inc. November 2005 - Present
Aflac 2005 - January 2010
CUNA Mutual Group March 2000 - March 2004
Skills
Marketing, Insurance, Employee Benefits, Life Insurance, Property & Casualty..., Management Consulting, Team Building, Health Insurance
Education
Universidad Autónoma de Santo Domingo 1999 — 2005
Business Administration, Business
Dustino & Justino Brokerage Inc. November 2005 - Present
Aflac 2005 - January 2010
CUNA Mutual Group March 2000 - March 2004
Skills
Marketing, Insurance, Employee Benefits, Life Insurance, Property & Casualty..., Management Consulting, Team Building, Health Insurance
Education
Universidad Autónoma de Santo Domingo 1999 — 2005
Business Administration, Business
Marsha Earle's CUNA Mutual Group Experience October 1996 - June 2008
Job Relationship Manager at CU24
Industry Banking
Experience
CU24 June 2008 - Present
CUNA Mutual Group October 1996 - June 2008
Priority One Credit Union (formerly Postal & Professional CU of FL) March 1995 - October 1996
CTX Mortgage, Ft. Lauderdale, FL March 1993 - March 1995
World Savings 1989 - 1993
Skills
Credit Unions, Strategic Planning, Credit, Loans, Credit Cards, Portfolio Management, Financial Services, Executive Management, Life Insurance, Commercial Lending, Risk Management, Leadership, Underwriting, Insurance, Banking, Mortgage Lending, Sales, Consumer Lending, Account Management, Management, Business Development, Finance, Customer Retention, Employee Benefits, Financial Analysis, Relationship Management, Investments, Analysis, Strategic Financial..., Retail Banking, Loan Origination, Payments, Credit Analysis
Education
Southeast CUNA Management School 1999 — 2001
Credit Union Management
University of Central Florida 1980 — 1982
Bachelor of Arts, Social Work
Gainesville State College 1977 — 1980
Associate
Insurance Licensing School
CU24 June 2008 - Present
CUNA Mutual Group October 1996 - June 2008
Priority One Credit Union (formerly Postal & Professional CU of FL) March 1995 - October 1996
CTX Mortgage, Ft. Lauderdale, FL March 1993 - March 1995
World Savings 1989 - 1993
Skills
Credit Unions, Strategic Planning, Credit, Loans, Credit Cards, Portfolio Management, Financial Services, Executive Management, Life Insurance, Commercial Lending, Risk Management, Leadership, Underwriting, Insurance, Banking, Mortgage Lending, Sales, Consumer Lending, Account Management, Management, Business Development, Finance, Customer Retention, Employee Benefits, Financial Analysis, Relationship Management, Investments, Analysis, Strategic Financial..., Retail Banking, Loan Origination, Payments, Credit Analysis
Education
Southeast CUNA Management School 1999 — 2001
Credit Union Management
University of Central Florida 1980 — 1982
Bachelor of Arts, Social Work
Gainesville State College 1977 — 1980
Associate
Insurance Licensing School
David Tomar's CUNA Mutual Group Experience March 2009 - Present
Job Associate General Counsel at CUNA Mutual Group
Industry Legal Services
Experience
CUNA Mutual Group March 2009 - Present
Skills
Consumer Law, Consumer Credit Law, Credit Unions, Insurance Regulatory, Banking Law, Legal Compliance, Lending Law, Debt Protection Law, Litigation, Commercial Litigation, Legal Research, Credit, Appeals, Mergers & Acquisitions, Civil Litigation
Education
University of Wisconsin Law School 1996 — 1999
J.D.
Tulane University 1989 — 1993
B.A.
Jamesville-DeWitt High School 1985 — 1989
CUNA Mutual Group March 2009 - Present
Skills
Consumer Law, Consumer Credit Law, Credit Unions, Insurance Regulatory, Banking Law, Legal Compliance, Lending Law, Debt Protection Law, Litigation, Commercial Litigation, Legal Research, Credit, Appeals, Mergers & Acquisitions, Civil Litigation
Education
University of Wisconsin Law School 1996 — 1999
J.D.
Tulane University 1989 — 1993
B.A.
Jamesville-DeWitt High School 1985 — 1989
Melinda Ficklin's CUNA Mutual Group Experience September 1999 - August 2003
Job Learning and Development Facilitator at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2010 - Present
Wells Fargo Bank March 2007 - October 2010
Wells Fargo January 2005 - January 2007
Texans Credit Union--one of DFW's largest credit unions! July 2004 - January 2005
Dillards August 2003 - May 2004
CUNA Mutual Group September 1999 - August 2003
Skills
Management, Relationship Management, Sales, Customer Service, Retail Banking, Small Business Lending, Credit, Loan Origination, Loans, Consumer Lending, Banking, Mortgage Lending, Employee Training, Credit Analysis
Education
Texas State University 1998 — 2002
BBA, Management
Wells Fargo Bank October 2010 - Present
Wells Fargo Bank March 2007 - October 2010
Wells Fargo January 2005 - January 2007
Texans Credit Union--one of DFW's largest credit unions! July 2004 - January 2005
Dillards August 2003 - May 2004
CUNA Mutual Group September 1999 - August 2003
Skills
Management, Relationship Management, Sales, Customer Service, Retail Banking, Small Business Lending, Credit, Loan Origination, Loans, Consumer Lending, Banking, Mortgage Lending, Employee Training, Credit Analysis
Education
Texas State University 1998 — 2002
BBA, Management
Mark McDuffie, CRM, CFE's CUNA Mutual Group Experience May 2000 - Present
Job Risk Manager CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group May 2000 - Present
Skills
Risk Management, Insurance, Credit, Underwriting, Credit Unions, Financial Risk, Banking, Financial Analysis, Enterprise Risk..., Commercial Lending, Credit Risk, Loans, Internal Controls, Financial Services, Credit Analysis, Financial Institutions, Consumer Lending, Executive Management, Retail Banking, Portfolio Management, Strategic Financial..., Finance, Credit Cards, Mortgage Lending, ALM, Operational Risk..., Investments, Cash Management, Relationship Management, Commercial Banking, Loan Origination, Small Business Lending, Treasury Management, Financial Planning
Education
University of Central Florida - College of Business Administration 1988 — 1992
BSBA, Finance
CUNA Mutual Group May 2000 - Present
Skills
Risk Management, Insurance, Credit, Underwriting, Credit Unions, Financial Risk, Banking, Financial Analysis, Enterprise Risk..., Commercial Lending, Credit Risk, Loans, Internal Controls, Financial Services, Credit Analysis, Financial Institutions, Consumer Lending, Executive Management, Retail Banking, Portfolio Management, Strategic Financial..., Finance, Credit Cards, Mortgage Lending, ALM, Operational Risk..., Investments, Cash Management, Relationship Management, Commercial Banking, Loan Origination, Small Business Lending, Treasury Management, Financial Planning
Education
University of Central Florida - College of Business Administration 1988 — 1992
BSBA, Finance
Patrick McElhenie's CUNA Mutual Group Experience September 2013 - Present
Job Director, Product Managment LDP at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group September 2013 - Present
CUNA Mutual Group August 2010 - September 2013
CUNA Mutual Group 1998 - 2010
Menasha Corporation 1993 - 1998
St. Marys Hospital 1990 - 1993
Skills
Employee Benefits, Insurance, Salesforce.com, Process Improvement, Strategic Planning, Team Building, Account Management, Sales Management, Sales, Leadership, Sales Operations, Coaching, Property & Casualty..., Sales Process, Relationship Management, Credit Unions, Team Leadership, Credit, Change Management, Customer Service, Underwriting, Vendor Management, Training, Human Resources, Call Centers
Education
The University of Kansas 1983 — 1988
Bachelor
CUNA Mutual Group September 2013 - Present
CUNA Mutual Group August 2010 - September 2013
CUNA Mutual Group 1998 - 2010
Menasha Corporation 1993 - 1998
St. Marys Hospital 1990 - 1993
Skills
Employee Benefits, Insurance, Salesforce.com, Process Improvement, Strategic Planning, Team Building, Account Management, Sales Management, Sales, Leadership, Sales Operations, Coaching, Property & Casualty..., Sales Process, Relationship Management, Credit Unions, Team Leadership, Credit, Change Management, Customer Service, Underwriting, Vendor Management, Training, Human Resources, Call Centers
Education
The University of Kansas 1983 — 1988
Bachelor
Michelle Valenzuela's CUNA Mutual Group Experience 2000 - 2008
Job VP of Operations, Casa Valenzuela
Industry Computer Software
Experience
The LoanLink Center 2000 - 2009
CUNA Mutual Group 2000 - 2008
Bell Helicopter 1995 - 2000
Education
The University of Texas at Arlington 1996 — 1999
Bachelor of Science in Information Systems, Information Systems
The LoanLink Center 2000 - 2009
CUNA Mutual Group 2000 - 2008
Bell Helicopter 1995 - 2000
Education
The University of Texas at Arlington 1996 — 1999
Bachelor of Science in Information Systems, Information Systems
Kevin Denver's CUNA Mutual Group Experience August 1991 - July 2006
Job Director of Business Development at Tennessee Credit Union League
Industry Government Relations
Experience
Tennessee Credit Union League October 2006 - Present
CUNA Mutual Group August 1991 - July 2006
Skills
Credit Unions, New Business Development, Financial Services, Credit, Banking, Budgets, Loans, Strategic Planning, Executive Management, Risk Management, Business Strategy, Strategic Financial..., Cash Management, Financial Analysis, Leadership, Mergers & Acquisitions, Mortgage Lending
Education
The University of Tennessee at Chattanooga 1969 — 1972
Business Administration
Tennessee Credit Union League October 2006 - Present
CUNA Mutual Group August 1991 - July 2006
Skills
Credit Unions, New Business Development, Financial Services, Credit, Banking, Budgets, Loans, Strategic Planning, Executive Management, Risk Management, Business Strategy, Strategic Financial..., Cash Management, Financial Analysis, Leadership, Mergers & Acquisitions, Mortgage Lending
Education
The University of Tennessee at Chattanooga 1969 — 1972
Business Administration
Donald Maloche's CUNA Mutual Group Experience 1989 - 1994
Job LPA at American Express
Industry Financial Services
Experience
American Express 1998 - Present
CUNA Mutual Group 1989 - 1994
League Insurance Companies 1984 - 1990
Education
Tri-State University 1977 — 1981
BSCS, Computer Science, Mathematics, Electrical Engineering
American Express 1998 - Present
CUNA Mutual Group 1989 - 1994
League Insurance Companies 1984 - 1990
Education
Tri-State University 1977 — 1981
BSCS, Computer Science, Mathematics, Electrical Engineering
Rick L. Mabry's CUNA Mutual Group Experience February 1996 - May 2009
Job VP Global Tax
Industry Insurance
Experience
Pan American Life Insurance Group April 2012 - Present
RL Mabry Consulting January 2009 - Present
CUNA Mutual Group February 1996 - May 2009
REB of Florida, Inc 1992 - 1995
PricewaterhouseCoopers 1988 - 1991
Western & Southern Financial Group 1984 - 1989
Armco Financial Services 1982 - 1984
Columbia National Life Insurance Company 1979 - 1982
Arthur Andersen 1978 - 1979
Skills
Risk Management, Finance, Due Diligence, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Leadership, Strategy, Auditing, Financial Services, Tax, Insurance, Business Transformation, Accounting, Mergers, Strategic Planning, Mergers & Acquisitions, SEC filings, Internal Controls, Analysis
Education
University of Cincinnati 1984 — 1986
MS, Taxation
The Ohio State University 1980 — 1982
MBA, Finance
Wittenberg University 1974 — 1978
BA, Philosophy, Accounting, Business Administration
Pan American Life Insurance Group April 2012 - Present
RL Mabry Consulting January 2009 - Present
CUNA Mutual Group February 1996 - May 2009
REB of Florida, Inc 1992 - 1995
PricewaterhouseCoopers 1988 - 1991
Western & Southern Financial Group 1984 - 1989
Armco Financial Services 1982 - 1984
Columbia National Life Insurance Company 1979 - 1982
Arthur Andersen 1978 - 1979
Skills
Risk Management, Finance, Due Diligence, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Leadership, Strategy, Auditing, Financial Services, Tax, Insurance, Business Transformation, Accounting, Mergers, Strategic Planning, Mergers & Acquisitions, SEC filings, Internal Controls, Analysis
Education
University of Cincinnati 1984 — 1986
MS, Taxation
The Ohio State University 1980 — 1982
MBA, Finance
Wittenberg University 1974 — 1978
BA, Philosophy, Accounting, Business Administration
Genevieve Loyd's CUNA Mutual Group Experience July 2004 - July 2009
Job Training Specialist at Telvista Inc.
Industry Education Management
Experience
Telvista Inc. March 2011 - Present
Expedia February 2010 - March 2011
CUNA Mutual Group July 2004 - July 2009
McDonald's September 1997 - October 2004
Skills
Training, Leadership, Process Improvement, SharePoint, Management, Quality Assurance, Call Centers, Project Management, Analysis, Business Analysis, Employee Training, Customer Satisfaction, Coaching, Access, Six Sigma, Customer Service, Business Process, Microsoft Office, Time Management, Onboarding, Instructional Design, Training Delivery, Team Building, Call Center
Education
The University of Texas at Arlington 1999 — 2003
BA, Criminology & Criminal Justice
The University of Texas at Arlington 1999 — 2003
BA, Crimonology and Criminal Justice
Telvista Inc. March 2011 - Present
Expedia February 2010 - March 2011
CUNA Mutual Group July 2004 - July 2009
McDonald's September 1997 - October 2004
Skills
Training, Leadership, Process Improvement, SharePoint, Management, Quality Assurance, Call Centers, Project Management, Analysis, Business Analysis, Employee Training, Customer Satisfaction, Coaching, Access, Six Sigma, Customer Service, Business Process, Microsoft Office, Time Management, Onboarding, Instructional Design, Training Delivery, Team Building, Call Center
Education
The University of Texas at Arlington 1999 — 2003
BA, Criminology & Criminal Justice
The University of Texas at Arlington 1999 — 2003
BA, Crimonology and Criminal Justice
Charles Laird's CUNA Mutual Group Experience August 2007 - January 2009
Job Independent Agent Consultant at Meemic Insurance Company
Industry Insurance
Experience
Meemic Insurance Company September 2013 - Present
GPW and Associates, Inc July 2011 - May 2012
AgeniesOnline July 2009 - 2011
CUNA Mutual Group August 2007 - January 2009
Fifth Third Bank April 1998 - July 2007
ICT Group January 1997 - January 1998
The Chase Manhattan Bank January 1995 - January 1997
Bank of America June 1989 - December 1995
Skills
Selling, Insurance, Underwriting, Insurance Agency..., Property & Casualty..., Banking, Direct Marketing, Strategic Planning, New Business Development, Sales Management, Health Insurance, Risk Management, Life Insurance, Brokers, Executive Management, Lenders Placed..., Strategy, Sales, Marketing, Disability Insurance, Management, Training, Product Management, Mortgage Lending, Credit, Call Centers, Loans, Business Strategy
Education
University of California, Santa Barbara 1979 — 1981
BA, History
Xavier University
Meemic Insurance Company September 2013 - Present
GPW and Associates, Inc July 2011 - May 2012
AgeniesOnline July 2009 - 2011
CUNA Mutual Group August 2007 - January 2009
Fifth Third Bank April 1998 - July 2007
ICT Group January 1997 - January 1998
The Chase Manhattan Bank January 1995 - January 1997
Bank of America June 1989 - December 1995
Skills
Selling, Insurance, Underwriting, Insurance Agency..., Property & Casualty..., Banking, Direct Marketing, Strategic Planning, New Business Development, Sales Management, Health Insurance, Risk Management, Life Insurance, Brokers, Executive Management, Lenders Placed..., Strategy, Sales, Marketing, Disability Insurance, Management, Training, Product Management, Mortgage Lending, Credit, Call Centers, Loans, Business Strategy
Education
University of California, Santa Barbara 1979 — 1981
BA, History
Xavier University
Erin (Beaton) Herman's CUNA Mutual Group Experience 2004 - 2006
Job District Sales Manager at KONE
Industry Management Consulting
Experience
KONE 2012 - 2014
KONE 2010 - 2012
KONE 2006 - 2010
CUNA Mutual Group 2004 - 2006
Skills
Key Account Management, Sales, International Sales, Negotiation, New Business Development, Sales Operations, Contract Negotiation, Product Development, Salesforce.com, Business Development, Direct Sales, Sales Process, Account Management, B2B, Sales Management, Manufacturing, Sports, Customer Service, Consulting, Interviews, Journalism, Key Account Development, Microsoft Office, Microsoft Excel, Microsoft Word, Networking, Project Management, Krauthammer Trained, Karrass Trained, Marketing
Education
University of Missouri-Kansas City 2009 — 2013
Master of Business Administration (M.B.A.), International Business, 3.88
University of Missouri-Kansas City 2009 — 2013
Master of Business Administration (M.B.A.), Leadership & Change in Human Systems, 3.88
University of Kansas 2002 — 2006
Bachelor of Science (B.S.), Journalism, 3.54
University of Kansas 2002 — 2006
Co-Major, International/Global Studies, 3.54
CIMBA 2005 — 2005
Study Abroad
KONE 2012 - 2014
KONE 2010 - 2012
KONE 2006 - 2010
CUNA Mutual Group 2004 - 2006
Skills
Key Account Management, Sales, International Sales, Negotiation, New Business Development, Sales Operations, Contract Negotiation, Product Development, Salesforce.com, Business Development, Direct Sales, Sales Process, Account Management, B2B, Sales Management, Manufacturing, Sports, Customer Service, Consulting, Interviews, Journalism, Key Account Development, Microsoft Office, Microsoft Excel, Microsoft Word, Networking, Project Management, Krauthammer Trained, Karrass Trained, Marketing
Education
University of Missouri-Kansas City 2009 — 2013
Master of Business Administration (M.B.A.), International Business, 3.88
University of Missouri-Kansas City 2009 — 2013
Master of Business Administration (M.B.A.), Leadership & Change in Human Systems, 3.88
University of Kansas 2002 — 2006
Bachelor of Science (B.S.), Journalism, 3.54
University of Kansas 2002 — 2006
Co-Major, International/Global Studies, 3.54
CIMBA 2005 — 2005
Study Abroad
Phillip Calkins's CUNA Mutual Group Experience 1993 - 2002
Job Medicare Specialist at UnitedHealthcare
Industry Financial Services
Experience
UnitedHealthcare March 2015 - Present
Everest University Online March 2010 - February 2015
Deluxe Corporation September 2008 - March 2010
United Insurance Group Agency, Inc. 2002 - 2008
CUNA Mutual Group 1993 - 2002
Education
University of Colorado Boulder - Leeds School of Business
MBA, MARKETING
UnitedHealthcare March 2015 - Present
Everest University Online March 2010 - February 2015
Deluxe Corporation September 2008 - March 2010
United Insurance Group Agency, Inc. 2002 - 2008
CUNA Mutual Group 1993 - 2002
Education
University of Colorado Boulder - Leeds School of Business
MBA, MARKETING
Emily Gnam's CUNA Mutual Group Experience November 2001 - Present
Job Associate General Counsel at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group November 2001 - Present
Foley & Lardner LLP 1996 - 2000
Education
The University of Alabama School of Law 1993 — 1996
JD
Vanderbilt University 1989 — 1993
BA, History, English
CUNA Mutual Group November 2001 - Present
Foley & Lardner LLP 1996 - 2000
Education
The University of Alabama School of Law 1993 — 1996
JD
Vanderbilt University 1989 — 1993
BA, History, English
Derek Hoffman's CUNA Mutual Group Experience November 2007 - Present
Job Manager, Finance at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group November 2007 - Present
CUNA Mutual Group May 2007 - November 2007
Shook, Hardy & Bacon July 2005 - May 2007
Shook, Hardy & Bacon November 2002 - July 2005
Sprint October 2001 - November 2002
Sprint September 2000 - October 2001
Sprint July 1999 - September 2000
Shook, Hardy & Bacon August 1997 - July 1999
Wipfli, Ullrich, Bertelson LLP June 1996 - July 1997
Skills
Financial Analysis, Finance, Financial Reporting, Forecasting, Accounting, Business Strategy, Financial Modeling, Budgets, Auditing, Variance Analysis, General Ledger, Cross-functional Team..., Management, Analysis
Education
The University of Kansas 2003 — 2005
MBA, Finance
University of Wisconsin-Eau Claire 1991 — 1996
BBA, Comprehensive Accounting; Accounting
CUNA Mutual Group November 2007 - Present
CUNA Mutual Group May 2007 - November 2007
Shook, Hardy & Bacon July 2005 - May 2007
Shook, Hardy & Bacon November 2002 - July 2005
Sprint October 2001 - November 2002
Sprint September 2000 - October 2001
Sprint July 1999 - September 2000
Shook, Hardy & Bacon August 1997 - July 1999
Wipfli, Ullrich, Bertelson LLP June 1996 - July 1997
Skills
Financial Analysis, Finance, Financial Reporting, Forecasting, Accounting, Business Strategy, Financial Modeling, Budgets, Auditing, Variance Analysis, General Ledger, Cross-functional Team..., Management, Analysis
Education
The University of Kansas 2003 — 2005
MBA, Finance
University of Wisconsin-Eau Claire 1991 — 1996
BBA, Comprehensive Accounting; Accounting
Matt Staggs's CUNA Mutual Group Experience September 2014 - Present
Job Sr. Claims Professional at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group September 2014 - Present
CUNA Mutual Group March 2011 - September 2014
CUNA Mutual Group October 2009 - March 2011
Skills
Claim, Property & Casualty..., Insurance, Casualty, Claims Management, Commercial Insurance, Commercial Lines, General Insurance, Liability, Professional Liability, Team Building
Education
University of Arizona 2004 — 2008
Bachelors, English Literature, Creative Writing
CUNA Mutual Group September 2014 - Present
CUNA Mutual Group March 2011 - September 2014
CUNA Mutual Group October 2009 - March 2011
Skills
Claim, Property & Casualty..., Insurance, Casualty, Claims Management, Commercial Insurance, Commercial Lines, General Insurance, Liability, Professional Liability, Team Building
Education
University of Arizona 2004 — 2008
Bachelors, English Literature, Creative Writing
Jeff Schigiel's CUNA Mutual Group Experience November 2013 - Present
Job Senior Manager Finance Technology at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group November 2013 - Present
CUNA Mutual Group November 2007 - October 2013
CUNA Mutual Group November 2006 - October 2007
FPL Energy (currently NextEra Energy Resources) August 2001 - October 2006
FPL Energy (currently NextEra Energy Resources) December 1998 - July 2001
Arthur Andersen LLP December 1994 - November 1998
Skills
Internal Controls, Financial Analysis, Accounting, Financial Reporting, Financial Modeling, GAAP, Process Improvement, Insurance, Forecasting, Auditing, Variance Analysis, Budgets, General Ledger, Consolidation, CPA, Financial Accounting, Financial Statements, Business Process..., Microsoft Excel
Education
The University of Texas at Austin 1993 — 1994
Master, Professional Accounting
University of Florida 1988 — 1992
Bachelors of Science, Accounting
CUNA Mutual Group November 2013 - Present
CUNA Mutual Group November 2007 - October 2013
CUNA Mutual Group November 2006 - October 2007
FPL Energy (currently NextEra Energy Resources) August 2001 - October 2006
FPL Energy (currently NextEra Energy Resources) December 1998 - July 2001
Arthur Andersen LLP December 1994 - November 1998
Skills
Internal Controls, Financial Analysis, Accounting, Financial Reporting, Financial Modeling, GAAP, Process Improvement, Insurance, Forecasting, Auditing, Variance Analysis, Budgets, General Ledger, Consolidation, CPA, Financial Accounting, Financial Statements, Business Process..., Microsoft Excel
Education
The University of Texas at Austin 1993 — 1994
Master, Professional Accounting
University of Florida 1988 — 1992
Bachelors of Science, Accounting
Brock Tompkins's CUNA Mutual Group Experience May 2008 - Present
Job Sales Executive at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group May 2008 - Present
Skills
Strategic Planning, Team Building, Customer Service, Account Management, Banking, Management, Insurance, Underwriting, New Business Development, Risk Management
Education
University of Alabama at Birmingham 1999 — 2000
Master of Business Administration (M.B.A.)
University of Mississippi 1993 — 1997
CUNA Mutual Group May 2008 - Present
Skills
Strategic Planning, Team Building, Customer Service, Account Management, Banking, Management, Insurance, Underwriting, New Business Development, Risk Management
Education
University of Alabama at Birmingham 1999 — 2000
Master of Business Administration (M.B.A.)
University of Mississippi 1993 — 1997
ed geer's CUNA Mutual Group Experience March 1974 - April 2001
Job Pricipal/Owner at Edward W. Geer, Broker
Industry Financial Services
Experience
Edward W. Geer, Broker February 2002 - Present
CUNA Mutual Group March 1974 - April 2001
Hartford Insurance Group December 1971 - March 1974
Skills
Investments, Financial Analysis, Underwriting, Portfolio Management, Insurance, Loans, Credit, Mortgage Lending, Strategic Planning, Banking, Financial Modeling, Team Building, Sales Management, Product Management, New Business Development, Marketing Strategy, Negotiation, Contract Negotiation, Marketing, Product Development, Strategic Financial..., Risk Management, Executive Management, Business Development, Financial Services, Strategy, Leadership, Mergers & Acquisitions, Small Business, Process Improvement, Business Strategy, Retirement, Wealth Management, Management, Estate Planning, Budgets, Disability Insurance, Business Analysis, CRM, Change Management, Coaching, Sales, Term Life Insurance, Account Management, Cross-functional Team..., Employee Benefits, Operations Management, Training
Education
Wharton Business School 1999 — 2000
Executive MBA, Finance
Union College 1967 — 1971
AB, English/Classics
Edward W. Geer, Broker February 2002 - Present
CUNA Mutual Group March 1974 - April 2001
Hartford Insurance Group December 1971 - March 1974
Skills
Investments, Financial Analysis, Underwriting, Portfolio Management, Insurance, Loans, Credit, Mortgage Lending, Strategic Planning, Banking, Financial Modeling, Team Building, Sales Management, Product Management, New Business Development, Marketing Strategy, Negotiation, Contract Negotiation, Marketing, Product Development, Strategic Financial..., Risk Management, Executive Management, Business Development, Financial Services, Strategy, Leadership, Mergers & Acquisitions, Small Business, Process Improvement, Business Strategy, Retirement, Wealth Management, Management, Estate Planning, Budgets, Disability Insurance, Business Analysis, CRM, Change Management, Coaching, Sales, Term Life Insurance, Account Management, Cross-functional Team..., Employee Benefits, Operations Management, Training
Education
Wharton Business School 1999 — 2000
Executive MBA, Finance
Union College 1967 — 1971
AB, English/Classics
Jean Pierce's CUNA Mutual Group Experience May 2009 - Present
Job Underwriting Specialist at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group May 2009 - Present
Amtrust March 2008 - May 2009
Education
Southwest Texas State University
BBA, Business
University of Phoenix
Masters, Business
CUNA Mutual Group May 2009 - Present
Amtrust March 2008 - May 2009
Education
Southwest Texas State University
BBA, Business
University of Phoenix
Masters, Business
Oneida Diaz's CUNA Mutual Group Experience 2003 - Present
Job Team Leader at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group 2003 - Present
GVA Williams January 1994 - July 2003
Education
Inter American University of Puerto Rico-Metro 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Universidad Del Este 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
CUNA Mutual Group 2003 - Present
GVA Williams January 1994 - July 2003
Education
Inter American University of Puerto Rico-Metro 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Universidad Del Este 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
March Schweitzer's CUNA Mutual Group Experience January 1991 - October 2004
Job Owner/Operator at Madison City Tours
Industry Hospitality
Experience
Madison City Tours June 2005 - Present
CUNA Mutual Group January 1991 - October 2004
Credit Union National Association January 1987 - December 1991
Skills
Tour Management, Project Management, Program Management, Trade Shows, Event Management, Event Planning, Marketing, Marketing Strategy, Customer Service, Editing
Education
Fletcher School of Law and Diplomacy 1972 — 1973
MA, International Trade and Investment
Mary Washington College 1966 — 1970
BA, International Relations and Economics
Madison City Tours June 2005 - Present
CUNA Mutual Group January 1991 - October 2004
Credit Union National Association January 1987 - December 1991
Skills
Tour Management, Project Management, Program Management, Trade Shows, Event Management, Event Planning, Marketing, Marketing Strategy, Customer Service, Editing
Education
Fletcher School of Law and Diplomacy 1972 — 1973
MA, International Trade and Investment
Mary Washington College 1966 — 1970
BA, International Relations and Economics
Heather Surdick's CUNA Mutual Group Experience October 2001 - February 2013
Job Full Time Mom at Surdick Household
Industry Financial Services
Experience
Surdick Household February 2013 - Present
CUNA Mutual Group October 2001 - February 2013
Madison Financial Group May 1999 - October 2001
Skills
Retirement, Series 7
Education
The University of Georgia 1995 — 1999
Bachelor's degree, Finance, General
Warner Robins High School
Surdick Household February 2013 - Present
CUNA Mutual Group October 2001 - February 2013
Madison Financial Group May 1999 - October 2001
Skills
Retirement, Series 7
Education
The University of Georgia 1995 — 1999
Bachelor's degree, Finance, General
Warner Robins High School
Wendy Seibert's CUNA Mutual Group Experience Sales SpecialistCUNA Mutual GroupJuly 1997 - Present
Job Sales Specialist at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group Sales SpecialistCUNA Mutual GroupJuly 1997 - Present
Skills
Property & Casualty..., Underwriting, General Insurance, Commercial Insurance, Sales, Insurance, Leadership, Risk Management, Sales Management, Account Management, Customer Service, New Business Development, Strategic Planning, Team Building
Education
NYS Department of Financial Services
Licenses, Life, Accident & Health and Property & Casualty
State University of New York at Albany
Bachelor's Degree, Business Administration, Management and Operations
University of Wisconsin-Madison
Graduate School of Retail Bank Management, Graduated
CUNA Mutual Group Sales SpecialistCUNA Mutual GroupJuly 1997 - Present
Skills
Property & Casualty..., Underwriting, General Insurance, Commercial Insurance, Sales, Insurance, Leadership, Risk Management, Sales Management, Account Management, Customer Service, New Business Development, Strategic Planning, Team Building
Education
NYS Department of Financial Services
Licenses, Life, Accident & Health and Property & Casualty
State University of New York at Albany
Bachelor's Degree, Business Administration, Management and Operations
University of Wisconsin-Madison
Graduate School of Retail Bank Management, Graduated
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO