CUNA Mutual Group
Industry: Insurance company
DescriptionCUNA Mutual Group is a mutual insurance company that provides financial services to cooperatives, credit unions, their members, and other customers worldwide. CUNA Mutual Group sells commercial and consumer insurance and protection products. Headquarters: Madison, Wisconsin, United States CEO: Robert Trunzo (1 Jan 2014–) Founded: 1935 Parent organization: CMFG Life Insurance Company Subsidiaries: Mirador Financial, Inc., Safetynet Ltd, CUNA Mutual AdvantEdge Analytics, LLC
CUNA Mutual Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CUNA Mutual Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CUNA Mutual Group Employees
Employee
Years
Job
Industry
Edwin Rabbipal Edwin Rabbipal's CUNA Mutual Group Experience 1997 - 1999
Job Developer at Intelligent Software Solutions
Industry Information Technology and Services
Experience
Intelligent Software Solutions November 2011 - Present
VZ Business 1999 - November 2011
WPS Health Insurance 1999 - 1999
CUNA Mutual Group 1997 - 1999
Nedcor 1995 - 1997
Arthur Andersen 1995 - 1995
OK Bazaars 1994 - 1995
Guardian National 1993 - 1994
Fedsure Life 1989 - 1993
Skills
SOA, Enterprise Architecture, Agile Methodologies, Business Intelligence, XML, Software Development, Architecture, UML, Microsoft SQL Server, Software Design, Java, Cloud Computing, Unix, AJAX, Scrum, Requirements Analysis, JavaScript, SQL, Linux, cobol, COBOL, cics, db2, natural, adabas, ideal, Datacom, oracle, Oracle SQL, sybase, powerbuilder, Visual Basic, sas, easytrieve, REXX, jcl, CICS, DB2, JCL, Web Services, Tomcat, Oracle, REST, SOAP, Ant, Maven, Spring, Weblogic
Education
MATC and CTU 1997 — 1999
Engineering, Client server certification
University of South Africa/Universiteit van Suid-Afrika 1988 — 1994
BSc, Information Systems
Luso Computer Institute/Van Zyl and Pritchard 1989 — 1989
Programming, MVS
Intelligent Software Solutions November 2011 - Present
VZ Business 1999 - November 2011
WPS Health Insurance 1999 - 1999
CUNA Mutual Group 1997 - 1999
Nedcor 1995 - 1997
Arthur Andersen 1995 - 1995
OK Bazaars 1994 - 1995
Guardian National 1993 - 1994
Fedsure Life 1989 - 1993
Skills
SOA, Enterprise Architecture, Agile Methodologies, Business Intelligence, XML, Software Development, Architecture, UML, Microsoft SQL Server, Software Design, Java, Cloud Computing, Unix, AJAX, Scrum, Requirements Analysis, JavaScript, SQL, Linux, cobol, COBOL, cics, db2, natural, adabas, ideal, Datacom, oracle, Oracle SQL, sybase, powerbuilder, Visual Basic, sas, easytrieve, REXX, jcl, CICS, DB2, JCL, Web Services, Tomcat, Oracle, REST, SOAP, Ant, Maven, Spring, Weblogic
Education
MATC and CTU 1997 — 1999
Engineering, Client server certification
University of South Africa/Universiteit van Suid-Afrika 1988 — 1994
BSc, Information Systems
Luso Computer Institute/Van Zyl and Pritchard 1989 — 1989
Programming, MVS
Kristin Verikas Kristin Verikas's CUNA Mutual Group Experience September 2007 - November 2011
Job Substance Abuse & Mental Health Counselor
Industry Mental Health Care
Experience
Summit Medical Services January 2014 - Present
Lutheran Social Services of WI & Upper MI September 2012 - May 2013
University of Wisconsin - Whitewater September 2011 - December 2011
CUNA Mutual Group September 2007 - November 2011
Sun Prairie Area School District August 2005 - August 2007
University of Wisconsin-Madison June 2004 - July 2005
University of Wisconsin-Madison August 2004 - May 2005
University of South Carolina August 1999 - May 2003
Skills
Mental Health, Group Therapy, Substance Use Disorders, Dual Diagnosis, Psychotherapy, Adolescents, CBT, Motivational..., Treatment, Behavioral Health, Therapists
Education
University of Wisconsin-Whitewater 2010 — 2013
Master's degree, Counselor Education - Community and Substance Abuse Emphasis
University of Wisconsin-Madison 2003 — 2005
Master of Arts, Music History
University of South Carolina-Columbia 1999 — 2003
Bachelor of Music, Music Education
West Florence High School 1994 — 1999
Summit Medical Services January 2014 - Present
Lutheran Social Services of WI & Upper MI September 2012 - May 2013
University of Wisconsin - Whitewater September 2011 - December 2011
CUNA Mutual Group September 2007 - November 2011
Sun Prairie Area School District August 2005 - August 2007
University of Wisconsin-Madison June 2004 - July 2005
University of Wisconsin-Madison August 2004 - May 2005
University of South Carolina August 1999 - May 2003
Skills
Mental Health, Group Therapy, Substance Use Disorders, Dual Diagnosis, Psychotherapy, Adolescents, CBT, Motivational..., Treatment, Behavioral Health, Therapists
Education
University of Wisconsin-Whitewater 2010 — 2013
Master's degree, Counselor Education - Community and Substance Abuse Emphasis
University of Wisconsin-Madison 2003 — 2005
Master of Arts, Music History
University of South Carolina-Columbia 1999 — 2003
Bachelor of Music, Music Education
West Florence High School 1994 — 1999
Katie Freeman Katie Freeman's CUNA Mutual Group Experience August 2012 - September 2013
Job Director, Training Services at BlueTree Network
Industry Information Technology and Services
Experience
BlueTree Network August 2013 - Present
CUNA Mutual Group August 2012 - September 2013
Epic August 2005 - August 2012
Epic August 2005 - August 2012
Highmark Blue Cross Blue Shield of Western Pennsylvania August 2003 - July 2005
Skills
Epic Systems, Training, Instructor-led Training, Copy Editing, Project Management, HRIS, Business Analysis, Teacher Training, Stork, ASAP, Inpatient, Ambulatory, Workday, EMR Training, Editing, Microsoft Office, Software Implementation, Healthcare, EHR, Healthcare Information..., Software Documentation, HIPAA, Captivate, Instructional Design, Adult Education, Hands-on Training, CPOE, Program Management, Project Planning, EMR, Leadership, Visio, Integration
Education
University of Pittsburgh 2005 — 2007
Master of Science (MS), Library and Information Science
Indiana University of Pennsylvania – Robert E. Cook Honors College 1999 — 2003
Bachelors of Science, Elementary Education
BlueTree Network August 2013 - Present
CUNA Mutual Group August 2012 - September 2013
Epic August 2005 - August 2012
Epic August 2005 - August 2012
Highmark Blue Cross Blue Shield of Western Pennsylvania August 2003 - July 2005
Skills
Epic Systems, Training, Instructor-led Training, Copy Editing, Project Management, HRIS, Business Analysis, Teacher Training, Stork, ASAP, Inpatient, Ambulatory, Workday, EMR Training, Editing, Microsoft Office, Software Implementation, Healthcare, EHR, Healthcare Information..., Software Documentation, HIPAA, Captivate, Instructional Design, Adult Education, Hands-on Training, CPOE, Program Management, Project Planning, EMR, Leadership, Visio, Integration
Education
University of Pittsburgh 2005 — 2007
Master of Science (MS), Library and Information Science
Indiana University of Pennsylvania – Robert E. Cook Honors College 1999 — 2003
Bachelors of Science, Elementary Education
Carl Stimson Carl Stimson's CUNA Mutual Group Experience 2010 - 2010
Job Owner & Sr. Project Mgr. LMBB
Industry Management Consulting
Experience
Six Sigma Management Institute March 2011 - Present
C Stimson, LLC March 2011 - Present
AT&T 2011 - Present
CUNA Mutual Group 2010 - 2010
Blue Cross Blue Shield of Minnesota November 2006 - July 2008
Anthem March 2004 - November 2006
Senior Consultant January 2003 - February 2004
GENERAL ELECTRIC COMPANY October 2000 - October 2002
Fleet Credit Card Services June 1999 - October 2000
SIX SIGMA QUALTEC, Inc May 1997 - June 1999
Skills
Six Sigma, Cross-functional Team..., Process Improvement, Business Process..., Project Management, Quality Management, Lean Manufacturing, Change Management, Operational Excellence, Business Strategy, Communication, Leadership, Performance Improvement, Management, Training, Kaizen, Strategy, Executive Management, Business Process..., Black Belt, Process Engineering, Leadership Development, Consulting, Balanced Scorecard, Program Management, Business Transformation, Management Consulting, Vendor Management, Analysis, Business Process, Telecommunications, Quality System, Manufacturing, Team Building, Project Planning, Operations Management, Project Portfolio..., Continuous Improvement, Process Management, Strategic Planning, PMO
Education
University of Pennsylvania - The Wharton School 1990 — 1991
Executive Education Program, Business Management
The Wharton School of Business, University of Pennsylvania
Executive Education Program, N/A
Six Sigma Management Institute March 2011 - Present
C Stimson, LLC March 2011 - Present
AT&T 2011 - Present
CUNA Mutual Group 2010 - 2010
Blue Cross Blue Shield of Minnesota November 2006 - July 2008
Anthem March 2004 - November 2006
Senior Consultant January 2003 - February 2004
GENERAL ELECTRIC COMPANY October 2000 - October 2002
Fleet Credit Card Services June 1999 - October 2000
SIX SIGMA QUALTEC, Inc May 1997 - June 1999
Skills
Six Sigma, Cross-functional Team..., Process Improvement, Business Process..., Project Management, Quality Management, Lean Manufacturing, Change Management, Operational Excellence, Business Strategy, Communication, Leadership, Performance Improvement, Management, Training, Kaizen, Strategy, Executive Management, Business Process..., Black Belt, Process Engineering, Leadership Development, Consulting, Balanced Scorecard, Program Management, Business Transformation, Management Consulting, Vendor Management, Analysis, Business Process, Telecommunications, Quality System, Manufacturing, Team Building, Project Planning, Operations Management, Project Portfolio..., Continuous Improvement, Process Management, Strategic Planning, PMO
Education
University of Pennsylvania - The Wharton School 1990 — 1991
Executive Education Program, Business Management
The Wharton School of Business, University of Pennsylvania
Executive Education Program, N/A
Andrea Hopkins Andrea Hopkins's CUNA Mutual Group Experience June 2004 - March 2006
Job Vice President Human Resources at ERDMAN
Industry Human Resources
Experience
ERDMAN October 2009 - Present
Cogdell Spencer ERDMAN June 2007 - December 2009
Spectrum Brands March 2006 - June 2007
CUNA Mutual Group June 2004 - March 2006
Charter Communications December 1999 - February 2003
Charter Communications January 1997 - November 1999
Charter Communications July 1991 - December 1996
Skills
Employee Relations, Talent Management, Organizational..., Labor Relations, Performance Management, Benefits Administration, Recruiting, Talent Acquisition, Payroll, Coaching, Deferred Compensation, HR Policies, Mergers, Acquisitions, Change Management, Curriculum Design, E-Learning, Customer Service, Corporate Communications, Leadership, Strategic Planning, Problem Solving, Process Improvement, Team Building, Employee Training, Project Planning, Healthcare, Training, Management, Human Resources, Employee Benefits, Project Management
Education
University of Phoenix
Master of Arts (M.A.)
University of Wisconsin-Madison
Bachelor of Arts
ERDMAN October 2009 - Present
Cogdell Spencer ERDMAN June 2007 - December 2009
Spectrum Brands March 2006 - June 2007
CUNA Mutual Group June 2004 - March 2006
Charter Communications December 1999 - February 2003
Charter Communications January 1997 - November 1999
Charter Communications July 1991 - December 1996
Skills
Employee Relations, Talent Management, Organizational..., Labor Relations, Performance Management, Benefits Administration, Recruiting, Talent Acquisition, Payroll, Coaching, Deferred Compensation, HR Policies, Mergers, Acquisitions, Change Management, Curriculum Design, E-Learning, Customer Service, Corporate Communications, Leadership, Strategic Planning, Problem Solving, Process Improvement, Team Building, Employee Training, Project Planning, Healthcare, Training, Management, Human Resources, Employee Benefits, Project Management
Education
University of Phoenix
Master of Arts (M.A.)
University of Wisconsin-Madison
Bachelor of Arts
Shawna Rogers's CUNA Mutual Group Experience February 2008 - Present
Job Lending Sales Specialist at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group February 2008 - Present
Skills
General Insurance, Insurance, Mortgage Lending, Life Insurance, Underwriting, Property & Casualty..., Commercial Insurance, Banking, Process Improvement, Risk Management, Claim, Health Insurance, Credit, Sales, Strategy, Consumer Lending
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Business / Organizational Innovation
CUNA Mutual Group February 2008 - Present
Skills
General Insurance, Insurance, Mortgage Lending, Life Insurance, Underwriting, Property & Casualty..., Commercial Insurance, Banking, Process Improvement, Risk Management, Claim, Health Insurance, Credit, Sales, Strategy, Consumer Lending
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Business / Organizational Innovation
Douglas Wanner's CUNA Mutual Group Experience January 2002 - January 2006
Job Deployment Agency Training Specialist at State Farm Insurance
Industry Insurance
Experience
State Farm 2006 - Present
State Farm Insurance January 2006 - Present
CUNA Mutual Group January 2002 - January 2006
L.B. Foster Co. January 1997 - January 2002
Skills
Insurance, Property & Casualty..., Life Insurance, Disability Insurance, Health Insurance, Workers Compensation, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Commercial Insurance, Casualty
Education
University of Portland 1985 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
State Farm 2006 - Present
State Farm Insurance January 2006 - Present
CUNA Mutual Group January 2002 - January 2006
L.B. Foster Co. January 1997 - January 2002
Skills
Insurance, Property & Casualty..., Life Insurance, Disability Insurance, Health Insurance, Workers Compensation, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Commercial Insurance, Casualty
Education
University of Portland 1985 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Jerold Johnson Jerold Johnson's CUNA Mutual Group Experience July 2015 - Present
Job Financial Advisor at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group July 2015 - Present
JP Morgan Chase Bank, N.A. April 2014 - March 2015
Ameriprise Financial August 2008 - April 2014
JNT Mortgage, LLC July 2004 - August 2008
Railroad & Industrial FCU June 2001 - August 2004
Skills
Finance, Fixed Annuities, Investments, Insurance, Strategic Financial..., Retirement Planning, Financial Planning, Financial Services, Retirement, Mortgage Lending, Portfolio Management, Loans, Credit, Leadership, Strategic Planning, Small Business, Team Building, Public Speaking, Management, Marketing Strategy, Sales, Marketing, Customer Service, Social Networking, Sales Management
Education
College of Financial Planning 2010 — 2010
Chartered Retirement Planning Counselor, Retirement Planning
University of South Florida - College of Business Administration 1986 — 1989
Bachelors of Science, Finance, General
Chamberlain High School 1980 — 1983
Diploma
CUNA Mutual Group July 2015 - Present
JP Morgan Chase Bank, N.A. April 2014 - March 2015
Ameriprise Financial August 2008 - April 2014
JNT Mortgage, LLC July 2004 - August 2008
Railroad & Industrial FCU June 2001 - August 2004
Skills
Finance, Fixed Annuities, Investments, Insurance, Strategic Financial..., Retirement Planning, Financial Planning, Financial Services, Retirement, Mortgage Lending, Portfolio Management, Loans, Credit, Leadership, Strategic Planning, Small Business, Team Building, Public Speaking, Management, Marketing Strategy, Sales, Marketing, Customer Service, Social Networking, Sales Management
Education
College of Financial Planning 2010 — 2010
Chartered Retirement Planning Counselor, Retirement Planning
University of South Florida - College of Business Administration 1986 — 1989
Bachelors of Science, Finance, General
Chamberlain High School 1980 — 1983
Diploma
Sheetal Kelkar Sheetal Kelkar's CUNA Mutual Group Experience February 2004 - June 2006
Job Senior Relationship Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments 2010 - January 2012
Fidelity Investments March 2008 - 2010
University of Michigan Business School October 2006 - January 2008
CUNA Mutual Group February 2004 - June 2006
Directions in Research August 2003 - January 2004
Franklin Templeton Investments 1999 - 2002
Franklin Templeton Investments 1999 - 2002
Education
FINRA 2008 — 2011
Series 7, Series 63 & Series 65 licenses, General Securities Registered Representative
Symbiosis Institute of Business Management 1998 — 1999
PGD in Financial Management, Corporate Finance, Security Analysis and Portfolio Mgmt, Taxation, Retail Banking & Wealth Mgmt
University of Pune 1995 — 1998
B. Com, Cost Accounting, Marketing, Salesmanship & Publicity
Vikaasa Higher Secondary school - Madurai 1992 — 1995
Banking & Finance, Commerce, Economics, Financial Accounting
St. Joseph's High School, Bangalore
Fidelity Investments January 2012 - Present
Fidelity Investments 2010 - January 2012
Fidelity Investments March 2008 - 2010
University of Michigan Business School October 2006 - January 2008
CUNA Mutual Group February 2004 - June 2006
Directions in Research August 2003 - January 2004
Franklin Templeton Investments 1999 - 2002
Franklin Templeton Investments 1999 - 2002
Education
FINRA 2008 — 2011
Series 7, Series 63 & Series 65 licenses, General Securities Registered Representative
Symbiosis Institute of Business Management 1998 — 1999
PGD in Financial Management, Corporate Finance, Security Analysis and Portfolio Mgmt, Taxation, Retail Banking & Wealth Mgmt
University of Pune 1995 — 1998
B. Com, Cost Accounting, Marketing, Salesmanship & Publicity
Vikaasa Higher Secondary school - Madurai 1992 — 1995
Banking & Finance, Commerce, Economics, Financial Accounting
St. Joseph's High School, Bangalore
Jim Dages's CUNA Mutual Group Experience June 2009 - June 2014
Job Vice President Commercial Lending and Business Banking at Financial Partners Credit Union
Industry Banking
Experience
Financial Partners Credit Union June 2014 - Present
CUNA Mutual Group June 2009 - June 2014
CUNA Mutual Group January 2006 - May 2009
CUNA Mutual Group 2004 - January 2006
Teradata April 1999 - February 2004
Bank of America 1984 - 2000
Skills
Salesforce.com, Sales Management, Sales Process, Strategic Planning, Insurance, Cross-functional Team..., Account Management, Sales Operations, Team Building, Leadership, Sales, Analytics, Employee Benefits, Process Improvement, Executive Management, Selling, New Business Development, CRM, Customer Retention, Business Development, Strategy, Strategic Partnerships, B2B, Direct Sales, Vendor Management, Relationship Management, Management, Solution Selling, Sales Presentations, Call Centers, Training, Lead Generation, Banking, Underwriting, Team Leadership, Coaching, Contract Negotiation, Forecasting, Business Strategy, Risk Management, Financial Services, Credit, Financial Analysis, Loans, Finance, Customer Service, Commercial Lending, Consumer Lending, Marketing
Education
University of San Diego 1989 — 1991
MBA, Business
University of San Diego 1981 — 1984
Bachelor's degree, Business Administration and Management, General
Financial Partners Credit Union June 2014 - Present
CUNA Mutual Group June 2009 - June 2014
CUNA Mutual Group January 2006 - May 2009
CUNA Mutual Group 2004 - January 2006
Teradata April 1999 - February 2004
Bank of America 1984 - 2000
Skills
Salesforce.com, Sales Management, Sales Process, Strategic Planning, Insurance, Cross-functional Team..., Account Management, Sales Operations, Team Building, Leadership, Sales, Analytics, Employee Benefits, Process Improvement, Executive Management, Selling, New Business Development, CRM, Customer Retention, Business Development, Strategy, Strategic Partnerships, B2B, Direct Sales, Vendor Management, Relationship Management, Management, Solution Selling, Sales Presentations, Call Centers, Training, Lead Generation, Banking, Underwriting, Team Leadership, Coaching, Contract Negotiation, Forecasting, Business Strategy, Risk Management, Financial Services, Credit, Financial Analysis, Loans, Finance, Customer Service, Commercial Lending, Consumer Lending, Marketing
Education
University of San Diego 1989 — 1991
MBA, Business
University of San Diego 1981 — 1984
Bachelor's degree, Business Administration and Management, General
Dasheika Roberson Dasheika Roberson's CUNA Mutual Group Experience April 2007 - July 2010
Job Paralegal:Professionally Thorough, Personally Intriguing
Industry Legal Services
Experience
Butler & Hosch, P.A. June 2011 - May 2015
Legal Aid of NorthWest Texas February 2011 - May 2011
Vecchio & Vecchio Law Firm January 2011 - April 2011
CUNA Mutual Group April 2007 - July 2010
AAFES August 2002 - April 2007
Allegiance Telecom August 2001 - August 2002
Avaya May 2000 - August 2001
Aegis Communications 1998 - 2000
Skills
Call Centers, Customer Satisfaction, Customer Service, Data Entry, Insurance, Interviews, Invoicing, Leadership, Legal Research, Loans, Management, Microsoft Word, Office Management, Outlook, Personnel Management, Policy, Time Management
Education
Arlington Career Institute 2010 — 2011
Certificate, Paralegal
University of Phoenix 2004 — 2009
Bachelors, Business Management
Butler & Hosch, P.A. June 2011 - May 2015
Legal Aid of NorthWest Texas February 2011 - May 2011
Vecchio & Vecchio Law Firm January 2011 - April 2011
CUNA Mutual Group April 2007 - July 2010
AAFES August 2002 - April 2007
Allegiance Telecom August 2001 - August 2002
Avaya May 2000 - August 2001
Aegis Communications 1998 - 2000
Skills
Call Centers, Customer Satisfaction, Customer Service, Data Entry, Insurance, Interviews, Invoicing, Leadership, Legal Research, Loans, Management, Microsoft Word, Office Management, Outlook, Personnel Management, Policy, Time Management
Education
Arlington Career Institute 2010 — 2011
Certificate, Paralegal
University of Phoenix 2004 — 2009
Bachelors, Business Management
Ken Carnes Ken Carnes's CUNA Mutual Group Experience March 1999 - March 2006
Job Representative at PMA USA (Performance Matters Associates, Inc.)
Industry Insurance
Experience
PMA USA (Performance Matters Associates, Inc.) November 2014 - Present
Transamerica December 2013 - 2015
AlpineCRS Corporation April 2010 - December 2010
LPL Financial March 2009 - February 2010
Wachovia Securities March 2006 - March 2009
CUNA Mutual Group March 1999 - March 2006
Skills
Fact Finding, Insurance, Long Term Care, Retirement Planning, Health, Annuities, Financial Planning, Customer Relations, Investments, Customer Service, Health Insurance, Employee Benefits, Microsoft Office, Excel, Disability Insurance, Compliance, Coaching, Financial Analysis, PowerPoint, Negotiation, Word, Public Speaking, Problem Solving, Retirement, Sales Management, Asset Management, Outlook, Writing, Supervisory Skills, Microsoft Excel, Small Business, Strategic Financial..., Long-term Care, Life Insurance, Human Resources, Selling, Fixed Annuities, Sales
Education
University of South Carolina-Columbia 1967 — 1971
Bachelor of Arts, Music and Drama
A C Flora High 1964 — 1967
Preparation for College, College Preparatory
PMA USA (Performance Matters Associates, Inc.) November 2014 - Present
Transamerica December 2013 - 2015
AlpineCRS Corporation April 2010 - December 2010
LPL Financial March 2009 - February 2010
Wachovia Securities March 2006 - March 2009
CUNA Mutual Group March 1999 - March 2006
Skills
Fact Finding, Insurance, Long Term Care, Retirement Planning, Health, Annuities, Financial Planning, Customer Relations, Investments, Customer Service, Health Insurance, Employee Benefits, Microsoft Office, Excel, Disability Insurance, Compliance, Coaching, Financial Analysis, PowerPoint, Negotiation, Word, Public Speaking, Problem Solving, Retirement, Sales Management, Asset Management, Outlook, Writing, Supervisory Skills, Microsoft Excel, Small Business, Strategic Financial..., Long-term Care, Life Insurance, Human Resources, Selling, Fixed Annuities, Sales
Education
University of South Carolina-Columbia 1967 — 1971
Bachelor of Arts, Music and Drama
A C Flora High 1964 — 1967
Preparation for College, College Preparatory
Craig Lonsinger Craig Lonsinger's CUNA Mutual Group Experience 2001 - 2005
Job Senior Marketing Program Manager
Industry Financial Services
Experience
MGIC March 2015 - Present
MGIC May 2006 - March 2015
Erie General Electric FCU 2005 - 2006
CUNA Mutual Group 2001 - 2005
Skills
Underwriting, Mortgage Lending, Loans, Sales, Credit, Business Development, Leadership, Banking, Risk Management, Customer Service, Account Management, Insurance, Financial Analysis, Strategic Planning, New Business Development, Mortgage Banking, Residential Mortgages, Loan Origination, Relationship Management, Mortgage Underwriting, Credit Analysis, Team Building, Negotiation, Training, Credit Risk, Salesforce.com, Retail Banking, Marketing Strategy, Pricing, Financial Risk, Business Strategy, Analytics, Consumer Lending, Financial Services, Process Improvement, Commercial Lending, Mortgage Servicing, Selling, USDA, Mortgage Insurance, Refinance, FHA, Loss Mitigation, Marketing, Finance, Real Estate Financing, Cross Selling, Construction Loans, Real Estate, Funding
Education
University of Pittsburgh 1987 — 1992
Bachelor of Science, Psychology
CUNA 2002 — 2003
CCUE, Business Administration and Management
MGIC March 2015 - Present
MGIC May 2006 - March 2015
Erie General Electric FCU 2005 - 2006
CUNA Mutual Group 2001 - 2005
Skills
Underwriting, Mortgage Lending, Loans, Sales, Credit, Business Development, Leadership, Banking, Risk Management, Customer Service, Account Management, Insurance, Financial Analysis, Strategic Planning, New Business Development, Mortgage Banking, Residential Mortgages, Loan Origination, Relationship Management, Mortgage Underwriting, Credit Analysis, Team Building, Negotiation, Training, Credit Risk, Salesforce.com, Retail Banking, Marketing Strategy, Pricing, Financial Risk, Business Strategy, Analytics, Consumer Lending, Financial Services, Process Improvement, Commercial Lending, Mortgage Servicing, Selling, USDA, Mortgage Insurance, Refinance, FHA, Loss Mitigation, Marketing, Finance, Real Estate Financing, Cross Selling, Construction Loans, Real Estate, Funding
Education
University of Pittsburgh 1987 — 1992
Bachelor of Science, Psychology
CUNA 2002 — 2003
CCUE, Business Administration and Management
John Stampen John Stampen's CUNA Mutual Group Experience 2005 - 2007
Job Director of Marketing at WMEP (Wisconsin Manufacturing Extension Partnership)
Industry Marketing and Advertising
Experience
WMEP (Wisconsin Manufacturing Extension Partnership) June 2014 - Present
Madison College September 2013 - July 2014
Middleton Times Tribune July 2010 - July 2014
The Alliance March 2007 - June 2010
CUNA Mutual Group 2005 - 2007
Leveraged Learning 2000 - 2004
Home Savings 1991 - 2000
Skills
Marketing Strategy, Marketing Communications, Social Media, Market Research, Product Development, Copywriting, Marketing, Social Media Marketing, Corporate Communications, Advertising, Public Relations, Public Speaking, Media Relations, Direct Marketing, Strategic Communications, Product Innovation, Innovation, Content Development, Strategy, Project Management, Newsletters, Quality Management, Blogging, Email Marketing, Web Content, Fundraising, Publications, Editing, Strategic Planning
Education
University of Wisconsin-Madison 2000 — 2004
MS, Educational Psychology - Cognitive Science
University of Wisconsin-Madison 1990 — 1992
MS, Business - Quantitative Analysis
University of Wisconsin-Madison 1986 — 1990
BBA, Marketing & Scandinavian Studies
University of Oslo (UiO) 1989 — 1989
Blindern - Summer School
WMEP (Wisconsin Manufacturing Extension Partnership) June 2014 - Present
Madison College September 2013 - July 2014
Middleton Times Tribune July 2010 - July 2014
The Alliance March 2007 - June 2010
CUNA Mutual Group 2005 - 2007
Leveraged Learning 2000 - 2004
Home Savings 1991 - 2000
Skills
Marketing Strategy, Marketing Communications, Social Media, Market Research, Product Development, Copywriting, Marketing, Social Media Marketing, Corporate Communications, Advertising, Public Relations, Public Speaking, Media Relations, Direct Marketing, Strategic Communications, Product Innovation, Innovation, Content Development, Strategy, Project Management, Newsletters, Quality Management, Blogging, Email Marketing, Web Content, Fundraising, Publications, Editing, Strategic Planning
Education
University of Wisconsin-Madison 2000 — 2004
MS, Educational Psychology - Cognitive Science
University of Wisconsin-Madison 1990 — 1992
MS, Business - Quantitative Analysis
University of Wisconsin-Madison 1986 — 1990
BBA, Marketing & Scandinavian Studies
University of Oslo (UiO) 1989 — 1989
Blindern - Summer School
Enkhjavkhlan Tsogtbaatar's CUNA Mutual Group Experience January 2013 - June 2014
Job MBA Candidate at The Wharton School University of Pennsylvania
Industry Financial Services
Experience
The Wharton School August 2014 - Present
Alliance Life Sciences May 2015 - August 2015
CUNA Mutual Group January 2013 - June 2014
University of Wisconsin-Eau Claire January 2011 - December 2012
CUNA Mutual Group June 2012 - August 2012
Skills
Financial Analysis, Financial Reporting, Econometrics, Financial Modeling, Financial Accounting, Financial Forecasting, Corporate Finance, Security Management, Investment Management, Derivatives Trading, Strategic Financial..., Corporate Budgeting, Macroeconomics, Microeconomics, Business Planning, Business Objects, Microsoft Excel, Microsoft Access, Databases, Teamwork, Access
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Wisconsin-Eau Claire 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Finance, Business Economics, and Accounting, 3.94
The Wharton School August 2014 - Present
Alliance Life Sciences May 2015 - August 2015
CUNA Mutual Group January 2013 - June 2014
University of Wisconsin-Eau Claire January 2011 - December 2012
CUNA Mutual Group June 2012 - August 2012
Skills
Financial Analysis, Financial Reporting, Econometrics, Financial Modeling, Financial Accounting, Financial Forecasting, Corporate Finance, Security Management, Investment Management, Derivatives Trading, Strategic Financial..., Corporate Budgeting, Macroeconomics, Microeconomics, Business Planning, Business Objects, Microsoft Excel, Microsoft Access, Databases, Teamwork, Access
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Wisconsin-Eau Claire 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Finance, Business Economics, and Accounting, 3.94
Pat Neighbors Pat Neighbors's CUNA Mutual Group Experience 2000 - 2003
Job at
Industry Banking
Experience
Community Credit Union Of Southern Humboldt August 2015 - Present
Solarity Credit Union January 2013 - February 2015
The Golden 1 Credit Union May 2007 - December 2012
Placer Community Credit Union 2003 - 2007
CUNA Mutual Group 2000 - 2003
Sierra Central Credit Union 1985 - 2000
Skills
Leadership, Executive Management, Credit Unions, Business Development, Management, Banking, Loans, Financial Services, Mergers & Acquisitions, Training, Strategy, Strategic Planning, Consumer Lending, Business Strategy, Mortgage Lending, Sales, Insurance, Risk Management, Program Management, Marketing, Small Business Lending, Commercial Lending, Finance, Credit, Underwriting, Cash Management, Team Building
Education
Western CUNA Management School 2005 — 2007
Leadership and Credit Union Philosophy
CUNA Mutual Group
Certified/Licensed, Sales and Service
University of Phoenix
Bachelor of Science, Business Management
Community Credit Union Of Southern Humboldt August 2015 - Present
Solarity Credit Union January 2013 - February 2015
The Golden 1 Credit Union May 2007 - December 2012
Placer Community Credit Union 2003 - 2007
CUNA Mutual Group 2000 - 2003
Sierra Central Credit Union 1985 - 2000
Skills
Leadership, Executive Management, Credit Unions, Business Development, Management, Banking, Loans, Financial Services, Mergers & Acquisitions, Training, Strategy, Strategic Planning, Consumer Lending, Business Strategy, Mortgage Lending, Sales, Insurance, Risk Management, Program Management, Marketing, Small Business Lending, Commercial Lending, Finance, Credit, Underwriting, Cash Management, Team Building
Education
Western CUNA Management School 2005 — 2007
Leadership and Credit Union Philosophy
CUNA Mutual Group
Certified/Licensed, Sales and Service
University of Phoenix
Bachelor of Science, Business Management
Alex Salmon's CUNA Mutual Group Experience January 2011 - June 2015
Job Licensed Sales Professional at Allstate
Industry Insurance
Experience
Allstate June 2015 - Present
CUNA Mutual Group January 2011 - June 2015
Palmetto Citizens Federal Credit Union December 2010 - June 2015
Palmetto Citizens Federal Credit Union March 2008 - January 2011
Skills
FINRA, Property & Casualty..., Life Insurance, Series 6, Series 63, Retirement Planning, Commercial Insurance, Small Business..., Risk Management, Financial Planning, Insurance, Financial Services, Investments, Underwriting, Sales
Education
University of South Carolina-Columbia
Allstate June 2015 - Present
CUNA Mutual Group January 2011 - June 2015
Palmetto Citizens Federal Credit Union December 2010 - June 2015
Palmetto Citizens Federal Credit Union March 2008 - January 2011
Skills
FINRA, Property & Casualty..., Life Insurance, Series 6, Series 63, Retirement Planning, Commercial Insurance, Small Business..., Risk Management, Financial Planning, Insurance, Financial Services, Investments, Underwriting, Sales
Education
University of South Carolina-Columbia
Gabby Castro Gabby Castro's CUNA Mutual Group Experience November 2012 - Present
Job Lending Protection Consultant at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group November 2012 - Present
CUNA Mutual Group 2008 - 2014
CUNA Mutual Group October 2008 - October 2012
Skills
Gabby believes that by..., Underwriting, Credit, Insurance, Process Improvement, Customer Service, Risk Management, Loans, Team Building, Banking, Credit Unions, Mortgage Lending, Financial Services, Consumer Lending
Education
University of Phoenix 2000 — 2004
Human Services, General
CUNA Mutual Group November 2012 - Present
CUNA Mutual Group 2008 - 2014
CUNA Mutual Group October 2008 - October 2012
Skills
Gabby believes that by..., Underwriting, Credit, Insurance, Process Improvement, Customer Service, Risk Management, Loans, Team Building, Banking, Credit Unions, Mortgage Lending, Financial Services, Consumer Lending
Education
University of Phoenix 2000 — 2004
Human Services, General
Brooke Martin's CUNA Mutual Group Experience November 2014 - Present
Job Sales Executive at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group November 2014 - Present
LendKey October 2013 - November 2014
CUNA Mutual Group June 2012 - October 2013
CUNA Mutual Group January 2011 - June 2012
CUNA Mutual Group August 2005 - January 2011
Mountain America Credit Union September 2000 - October 2004
Skills
Property & Casualty..., Insurance, Underwriting, Credit, Coaching, Sales, Banking, Credit Unions, Customer Service, Training, Loans, Mortgage Lending, Customer Retention, Portfolio Management, Mergers & Acquisitions, Financial Services, Call Centers, Relationship Management, Risk Management, Finance, Life Insurance, Consumer Lending, Disability Insurance, Executive Management, Health Insurance
Education
University of Phoenix 2007 — 2009
Bachelor of Science, Communications
CUNA Mutual Group November 2014 - Present
LendKey October 2013 - November 2014
CUNA Mutual Group June 2012 - October 2013
CUNA Mutual Group January 2011 - June 2012
CUNA Mutual Group August 2005 - January 2011
Mountain America Credit Union September 2000 - October 2004
Skills
Property & Casualty..., Insurance, Underwriting, Credit, Coaching, Sales, Banking, Credit Unions, Customer Service, Training, Loans, Mortgage Lending, Customer Retention, Portfolio Management, Mergers & Acquisitions, Financial Services, Call Centers, Relationship Management, Risk Management, Finance, Life Insurance, Consumer Lending, Disability Insurance, Executive Management, Health Insurance
Education
University of Phoenix 2007 — 2009
Bachelor of Science, Communications
Jeff Dow Jeff Dow's CUNA Mutual Group Experience April 2013 - Present
Job Team Leadership
Industry Insurance
Experience
CUNA Mutual Group April 2013 - Present
Target 2012 - 2012
Target August 2010 - 2012
Smith & Nephew Orthopaedics 2009 - 2010
Team Makena 2008 - 2009
U.S. Coast Guard 2005 - 2008
U.S. Coast Guard 2003 - 2005
U.S. Coast Guard January 2002 - July 2003
U.S. Coast Guard June 1998 - July 2000
U.S. Coast Guard August 1995 - May 1998
Skills
Policy, Management, Organization, Inventory Management, Leadership Development, Program Management, Operations Management, Government, Military, Public Speaking, Leadership, Training, Workshop Facilitation, Situational Leadership, Project Management, Strategic Planning, Microsoft Excel, Human Resources, Performance Management, Budgets, Logistics, Team Building, Organizational..., Warehousing, Organizational..., Coaching, Process Improvement, Staff Development, Change Management, Team Leadership, Customer Service, Sales, Process Scheduler, Time Management, Security Clearance
Education
University of San Diego 2000 — 2001
M.A., Leadership Studies
US Coast Guard Academy 1987 — 1991
B.S., Government
CUNA Mutual Group April 2013 - Present
Target 2012 - 2012
Target August 2010 - 2012
Smith & Nephew Orthopaedics 2009 - 2010
Team Makena 2008 - 2009
U.S. Coast Guard 2005 - 2008
U.S. Coast Guard 2003 - 2005
U.S. Coast Guard January 2002 - July 2003
U.S. Coast Guard June 1998 - July 2000
U.S. Coast Guard August 1995 - May 1998
Skills
Policy, Management, Organization, Inventory Management, Leadership Development, Program Management, Operations Management, Government, Military, Public Speaking, Leadership, Training, Workshop Facilitation, Situational Leadership, Project Management, Strategic Planning, Microsoft Excel, Human Resources, Performance Management, Budgets, Logistics, Team Building, Organizational..., Warehousing, Organizational..., Coaching, Process Improvement, Staff Development, Change Management, Team Leadership, Customer Service, Sales, Process Scheduler, Time Management, Security Clearance
Education
University of San Diego 2000 — 2001
M.A., Leadership Studies
US Coast Guard Academy 1987 — 1991
B.S., Government
Mignon Morman Mignon Morman's CUNA Mutual Group Experience July 2006 - January 2010
Job Senior Living Advisor at A Place for Mom
Industry Marketing and Advertising
Experience
A Place for Mom January 2010 - Present
CUNA Mutual Group July 2006 - January 2010
Genworth Financial September 2001 - July 2006
HCR ManorCare July 1996 - December 2001
Skills
Fundraising, Non-profits, Program Development, Healthcare, Medicare, Public Speaking, Community Outreach, Sales, Social Services, Strategic Planning, Marketing Communications, Long-term Care, Medicaid, Healthcare Management, Account Management, Volunteer Management, Event Management, Case Managment, Event Planning, Home Care, Leadership Development, Team Building, Training, Leadership, Community Development, Nonprofits, Case Management, Program Management, Public Relations
Education
University of Southern California 1976 — 1978
MS, Gerontology
Whittier College 1970 — 1974
Bachelor of Arts (B.A.), Biology/Psychology
A Place for Mom January 2010 - Present
CUNA Mutual Group July 2006 - January 2010
Genworth Financial September 2001 - July 2006
HCR ManorCare July 1996 - December 2001
Skills
Fundraising, Non-profits, Program Development, Healthcare, Medicare, Public Speaking, Community Outreach, Sales, Social Services, Strategic Planning, Marketing Communications, Long-term Care, Medicaid, Healthcare Management, Account Management, Volunteer Management, Event Management, Case Managment, Event Planning, Home Care, Leadership Development, Team Building, Training, Leadership, Community Development, Nonprofits, Case Management, Program Management, Public Relations
Education
University of Southern California 1976 — 1978
MS, Gerontology
Whittier College 1970 — 1974
Bachelor of Arts (B.A.), Biology/Psychology
Nimit Ghosal Nimit Ghosal's CUNA Mutual Group Experience March 2009 - December 2009
Job Engineering Quality Asurance ( ETL/BI/DataWarehouse) at Care.com
Industry Information Technology and Services
Experience
Care.com February 2013 - Present
DKW COMMUNICATIONS, INC. July 2012 - February 2013
DIRECTV January 2010 - June 2012
CUNA Mutual Group March 2009 - December 2009
Scott & White Healthcare January 2008 - February 2009
Techgene Solutions July 2007 - December 2007
LSU Health Sciences Center New Orleans October 2006 - April 2007
Skills
Data Warehousing, Visio, SDLC, ETL, Requirements Analysis, Data Modeling, Microsoft SQL Server, Business Objects, Agile Methodologies, Testing, Software Documentation, Data Analysis, Analysis, Integration, Business Process, Business Analysis, Management, Business Requirements, User Acceptance Testing, Quality Assurance, Systems Analysis, Business Intelligence, Vendor Management, Databases, Project Management, Consulting, Test Planning, Regression Testing, Process Improvement, Unix, Data Migration, Test Cases, SOA, Team Management, Requirements Gathering, Project Planning, SharePoint, Program Management, Toad, Git, Jenkins, JIRA, Jasper Reports, Tableau, Bugzilla, HP QTP, selenium IDE, Analytics, SQL, QC Tools
Education
Louisiana Technical University 2004 — 2006
Master's degree, Engineering, 3.78
University of Pune 1997 — 2001
Engineer's Degree, Electronics Engineering
Care.com February 2013 - Present
DKW COMMUNICATIONS, INC. July 2012 - February 2013
DIRECTV January 2010 - June 2012
CUNA Mutual Group March 2009 - December 2009
Scott & White Healthcare January 2008 - February 2009
Techgene Solutions July 2007 - December 2007
LSU Health Sciences Center New Orleans October 2006 - April 2007
Skills
Data Warehousing, Visio, SDLC, ETL, Requirements Analysis, Data Modeling, Microsoft SQL Server, Business Objects, Agile Methodologies, Testing, Software Documentation, Data Analysis, Analysis, Integration, Business Process, Business Analysis, Management, Business Requirements, User Acceptance Testing, Quality Assurance, Systems Analysis, Business Intelligence, Vendor Management, Databases, Project Management, Consulting, Test Planning, Regression Testing, Process Improvement, Unix, Data Migration, Test Cases, SOA, Team Management, Requirements Gathering, Project Planning, SharePoint, Program Management, Toad, Git, Jenkins, JIRA, Jasper Reports, Tableau, Bugzilla, HP QTP, selenium IDE, Analytics, SQL, QC Tools
Education
Louisiana Technical University 2004 — 2006
Master's degree, Engineering, 3.78
University of Pune 1997 — 2001
Engineer's Degree, Electronics Engineering
Tammy Slocum Tammy Slocum's CUNA Mutual Group Experience May 2012 - Present
Job IT Manager at CUNA Mutual Group
Industry Information Technology and Services
Experience
CUNA Mutual Group May 2012 - Present
CUNA Mutual Group August 2010 - May 2012
Kerry Americas 2005 - August 2010
Affiliated Computer Services 2003 - 2005
Motorola University 1998 - 2003
Motorola Semiconductor 1995 - 1998
Mesa Community College 1989 - 1995
Skills
Project Management, Salesforce.com, Management, Learning Management..., Business Analysis, SDLC, Requirements Gathering, Process Improvement, Software Project..., Business Process, Visio, Business Process..., CRM, Requirements Analysis, Analysis, MS Project, Systems Analysis, Business Process Mapping, Vendor Management, Business Intelligence, Change Management, Cross-functional Team..., SAP, Program Management, ITIL, Databases, Software Development, Project Portfolio..., IT Strategy, IT Management, PMP, Software Documentation, SharePoint, ERP, Integration, PMO, Enterprise Architecture, Information Technology, Software Implementation, Training
Education
University of Phoenix
Bachelor of Science, Information Technology, Business Systems Analysis
CUNA Mutual Group May 2012 - Present
CUNA Mutual Group August 2010 - May 2012
Kerry Americas 2005 - August 2010
Affiliated Computer Services 2003 - 2005
Motorola University 1998 - 2003
Motorola Semiconductor 1995 - 1998
Mesa Community College 1989 - 1995
Skills
Project Management, Salesforce.com, Management, Learning Management..., Business Analysis, SDLC, Requirements Gathering, Process Improvement, Software Project..., Business Process, Visio, Business Process..., CRM, Requirements Analysis, Analysis, MS Project, Systems Analysis, Business Process Mapping, Vendor Management, Business Intelligence, Change Management, Cross-functional Team..., SAP, Program Management, ITIL, Databases, Software Development, Project Portfolio..., IT Strategy, IT Management, PMP, Software Documentation, SharePoint, ERP, Integration, PMO, Enterprise Architecture, Information Technology, Software Implementation, Training
Education
University of Phoenix
Bachelor of Science, Information Technology, Business Systems Analysis
Joni Moore Joni Moore's CUNA Mutual Group Experience 1996 - 2001
Job Lead Performer of The Anythingers
Industry Health, Wellness and Fitness
Experience
The Anythingers January 2012 - Present
Rohner October 2007 - Present
WordPress Academy 2011 - 2011
CUNA Mutual Group 1996 - 2001
Columbia Credit Union 1987 - 1996
Skills
Small Business, Customer Service, Health, Weight, Leadership, Training, Wellness, Public Relations, Team Building, Marketing, Lifestyle, Entrepreneurship, Personal Development, Human Resources, Coaching, Wellbeing, Public Speaking, Nutrition, Strategic Planning, Social Networking, Sales, Social Media Marketing, Wellness Coaching
Education
University of Oregon 1980 — 1982
Theatre Arts
Sprague High School 1977 — 1980
The Anythingers January 2012 - Present
Rohner October 2007 - Present
WordPress Academy 2011 - 2011
CUNA Mutual Group 1996 - 2001
Columbia Credit Union 1987 - 1996
Skills
Small Business, Customer Service, Health, Weight, Leadership, Training, Wellness, Public Relations, Team Building, Marketing, Lifestyle, Entrepreneurship, Personal Development, Human Resources, Coaching, Wellbeing, Public Speaking, Nutrition, Strategic Planning, Social Networking, Sales, Social Media Marketing, Wellness Coaching
Education
University of Oregon 1980 — 1982
Theatre Arts
Sprague High School 1977 — 1980
Marie Rickard, Licensed Esthetician, CIC, CISR Marie Rickard, Licensed Esthetician, CIC, CISR's CUNA Mutual Group Experience 2006 - 2007
Job Owner/Founder of Derma 180, LLC
Industry Health, Wellness and Fitness
Experience
Derma180, LLC Skin Renewal Center May 2013 - Present
Skin Alive School of Esthetics September 2012 - May 2013
Johnson Insurance January 2012 - September 2012
The WRC Group September 2009 - October 2011
The WRC Group September 2007 - September 2009
CUNA Mutual Group 2006 - 2007
Baer Insurance Services 2004 - 2006
Hausmann-Johnson Insurance 2003 - 2004
ASU Group 2002 - 2003
Skills
Personal Insurance, Commercial Insurance, Auto Claims, Disability Claims, Property and Casualty..., Sales, Skin, Customer Service, Marketing, Skin Resurfacing, Skin Care, Leadership
Education
Skin Alive School of Esthetics 2012 — 2013
Esthethics
University of South Florida 1984 — 1985
UW of Green Bay 1983 — 1984
Pre-law
Derma180, LLC Skin Renewal Center May 2013 - Present
Skin Alive School of Esthetics September 2012 - May 2013
Johnson Insurance January 2012 - September 2012
The WRC Group September 2009 - October 2011
The WRC Group September 2007 - September 2009
CUNA Mutual Group 2006 - 2007
Baer Insurance Services 2004 - 2006
Hausmann-Johnson Insurance 2003 - 2004
ASU Group 2002 - 2003
Skills
Personal Insurance, Commercial Insurance, Auto Claims, Disability Claims, Property and Casualty..., Sales, Skin, Customer Service, Marketing, Skin Resurfacing, Skin Care, Leadership
Education
Skin Alive School of Esthetics 2012 — 2013
Esthethics
University of South Florida 1984 — 1985
UW of Green Bay 1983 — 1984
Pre-law
Steve Auld's CUNA Mutual Group Experience November 2014 - Present
Job IT Manager at CUNA Mutual Group
Industry Information Technology and Services
Experience
CUNA Mutual Group November 2014 - Present
DuPont Pioneer January 2014 - November 2014
GoDaddy.com October 2007 - October 2013
GreatAmerica Leasing July 2006 - October 2007
QCI March 2007 - July 2007
Wachovia August 1998 - September 2005
Service One Corporation October 1992 - February 1995
Skills
Microsoft SQL Server, .NET, C#, Agile Methodologies, SQL, ASP.NET, Software Development, T-SQL, SDLC, Leadership, Business Intelligence, SSRS, Database Design, SSIS, Web Development, Software Project..., Enterprise Architecture, Vendor Management, ITIL v3 Foundations..., Scrum, Business Analysis, Training, Testing, XML, CSS, HTML, Solution Architecture, Information Architecture, Web Applications, SharePoint, Visual Studio, TFS, Visio, Agile Project Management, ADO.NET, Databases, System Architecture, IIS, Web Services, JavaScript, jQuery, VB.NET, AJAX, ASP.NET MVC, Performance Tuning, Stored Procedures, SOAP, SOA, Object Oriented Design, Management
Education
University of Sioux Falls 1993 — 1996
BA
CUNA Mutual Group November 2014 - Present
DuPont Pioneer January 2014 - November 2014
GoDaddy.com October 2007 - October 2013
GreatAmerica Leasing July 2006 - October 2007
QCI March 2007 - July 2007
Wachovia August 1998 - September 2005
Service One Corporation October 1992 - February 1995
Skills
Microsoft SQL Server, .NET, C#, Agile Methodologies, SQL, ASP.NET, Software Development, T-SQL, SDLC, Leadership, Business Intelligence, SSRS, Database Design, SSIS, Web Development, Software Project..., Enterprise Architecture, Vendor Management, ITIL v3 Foundations..., Scrum, Business Analysis, Training, Testing, XML, CSS, HTML, Solution Architecture, Information Architecture, Web Applications, SharePoint, Visual Studio, TFS, Visio, Agile Project Management, ADO.NET, Databases, System Architecture, IIS, Web Services, JavaScript, jQuery, VB.NET, AJAX, ASP.NET MVC, Performance Tuning, Stored Procedures, SOAP, SOA, Object Oriented Design, Management
Education
University of Sioux Falls 1993 — 1996
BA
Mike Kohl's CUNA Mutual Group Experience July 2015 - Present
Job Major Strategic Account Executive at UnitedHealthcare
Industry Insurance
Experience
CUNA Mutual Group July 2015 - Present
United Healthcare 2007 - Present
UnitedHealthcare July 2007 - June 2015
CUNA Mutual Group October 2002 - June 2007
Transamerica Retirement Services July 2000 - October 2002
CIGNA 1992 - 1994
CIGNA 1992 - 1994
Skills
Health Insurance, Employee Benefits, Underwriting, Account Management, Benefits Administration, Strategic Planning, Self-funded, Sales Management, Group Insurance, Sales, Insurance, Health Savings Accounts, Managed Care, Disability Insurance, COBRA, Brokers, Team Building, HMO, Health Care Reform, Selling
Education
University of Oklahoma 1982 — 1986
Bachelor of Arts (B.A.), Economics
CUNA Mutual Group July 2015 - Present
United Healthcare 2007 - Present
UnitedHealthcare July 2007 - June 2015
CUNA Mutual Group October 2002 - June 2007
Transamerica Retirement Services July 2000 - October 2002
CIGNA 1992 - 1994
CIGNA 1992 - 1994
Skills
Health Insurance, Employee Benefits, Underwriting, Account Management, Benefits Administration, Strategic Planning, Self-funded, Sales Management, Group Insurance, Sales, Insurance, Health Savings Accounts, Managed Care, Disability Insurance, COBRA, Brokers, Team Building, HMO, Health Care Reform, Selling
Education
University of Oklahoma 1982 — 1986
Bachelor of Arts (B.A.), Economics
Kedar Kunchur's CUNA Mutual Group Experience August 2013 - December 2013
Job ChangeRelease Analyst/Manager
Industry Information Technology and Services
Experience
Client Network services Inc April 2014 - Present
FedEx January 2014 - March 2014
CUNA Mutual Group August 2013 - December 2013
Allstate August 2010 - July 2013
Allstate January 2008 - July 2010
First Insight September 2004 - January 2008
Indsearch January 2004 - August 2004
Kirloskar Oil Engines Ltd. (KOEL) September 1999 - May 2001
Datapro InfoWorld July 1997 - August 1999
Skills
ITIL, Windows Server, ITSM, Unix, Requirements Analysis, SDLC, Networking, Solution Architecture, SQL, Databases, Microsoft SQL Server, Web Services, Data Analysis, Network Administration, Software Project..., Data Conversion
Education
University of Pune
Masters in Computer Management (MCM), Computer/Information Technology Administration and Management
University of Pune
Bachelor in Commerce (BCom), Commerce
Client Network services Inc April 2014 - Present
FedEx January 2014 - March 2014
CUNA Mutual Group August 2013 - December 2013
Allstate August 2010 - July 2013
Allstate January 2008 - July 2010
First Insight September 2004 - January 2008
Indsearch January 2004 - August 2004
Kirloskar Oil Engines Ltd. (KOEL) September 1999 - May 2001
Datapro InfoWorld July 1997 - August 1999
Skills
ITIL, Windows Server, ITSM, Unix, Requirements Analysis, SDLC, Networking, Solution Architecture, SQL, Databases, Microsoft SQL Server, Web Services, Data Analysis, Network Administration, Software Project..., Data Conversion
Education
University of Pune
Masters in Computer Management (MCM), Computer/Information Technology Administration and Management
University of Pune
Bachelor in Commerce (BCom), Commerce
Terra Patterson's CUNA Mutual Group Experience June 2012 - Present
Job Supply Analyst Manager at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group June 2012 - Present
IQNavigator, Inc. July 2009 - June 2012
CUNA Mutual June 2005 - July 2009
Skills
Vendor Management, Program Management, Process Improvement, Business Analysis, Business Process..., Cross-functional Team...
Education
University of Phoenix 2008 — 2011
Bachelors in Business Administration, Business
CUNA Mutual Group June 2012 - Present
IQNavigator, Inc. July 2009 - June 2012
CUNA Mutual June 2005 - July 2009
Skills
Vendor Management, Program Management, Process Improvement, Business Analysis, Business Process..., Cross-functional Team...
Education
University of Phoenix 2008 — 2011
Bachelors in Business Administration, Business
Karen Repmann's CUNA Mutual Group Experience July 2010 - Present
Job Retirement Education Specialist at CUNA Mutual Group
Industry Investment Management
Experience
CUNA Mutual Group July 2010 - Present
Prudential Retirement November 1998 - August 2009
Prudential Financial November 1998 - August 2009
Skills
I hold various FINRA..., Qualified Retirement..., Asset Allocation, Investments, Mutual Funds, Retirement, Retirement Savings, Licensed NJ State...
Education
University of Phoenix 1994 — 2002
MBA, Bussiness Admin
CUNA Mutual Group July 2010 - Present
Prudential Retirement November 1998 - August 2009
Prudential Financial November 1998 - August 2009
Skills
I hold various FINRA..., Qualified Retirement..., Asset Allocation, Investments, Mutual Funds, Retirement, Retirement Savings, Licensed NJ State...
Education
University of Phoenix 1994 — 2002
MBA, Bussiness Admin
Wilfredo Martinez's CUNA Mutual Group Experience July 2008 - November 2008
Job Sr. Unit Manager Loan Originations at Capital One Auto Finance
Industry Financial Services
Experience
Capital One Auto Finance July 2012 - Present
Capital One Auto Finance June 2011 - July 2012
Capital One Auto Finance June 2009 - June 2011
CUNA Mutual Group July 2008 - November 2008
Friedmans Jewelers June 2005 - July 2008
Friedmans 2005 - July 2008
Capital One November 2001 - June 2005
PMF Corporation November 1994 - November 2001
Skills
Call Center, Negotiation, Supervisory Skills, Process Improvement, Team Building, Performance Metrics, Incentive Programs, Funding, Collections, Disaster Recovery, Recoveries, Business Process..., Project Management, Leadership, Loans, Program Management, Call Centers, Training, Coaching, Forecasting, Credit, Finance, Cross-functional Team..., Sales, Budgets, Recruiting, Hiring, Outsourcing, Solution Selling, Change Management, Time Management, Vendor Management, Human Resources, Management, Credit Cards, Customer Experience, Risk Management, Loss Mitigation, Portfolio Management
Education
University of Phoenix 2006 — 2009
BSB/A, Business - Administration
Capital One Auto Finance July 2012 - Present
Capital One Auto Finance June 2011 - July 2012
Capital One Auto Finance June 2009 - June 2011
CUNA Mutual Group July 2008 - November 2008
Friedmans Jewelers June 2005 - July 2008
Friedmans 2005 - July 2008
Capital One November 2001 - June 2005
PMF Corporation November 1994 - November 2001
Skills
Call Center, Negotiation, Supervisory Skills, Process Improvement, Team Building, Performance Metrics, Incentive Programs, Funding, Collections, Disaster Recovery, Recoveries, Business Process..., Project Management, Leadership, Loans, Program Management, Call Centers, Training, Coaching, Forecasting, Credit, Finance, Cross-functional Team..., Sales, Budgets, Recruiting, Hiring, Outsourcing, Solution Selling, Change Management, Time Management, Vendor Management, Human Resources, Management, Credit Cards, Customer Experience, Risk Management, Loss Mitigation, Portfolio Management
Education
University of Phoenix 2006 — 2009
BSB/A, Business - Administration
Frank Martinez-Wall, MIS, CSM, ITILv3's CUNA Mutual Group Experience November 2013 - January 2015
Job Environment Administrator at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
CUNA Mutual Group November 2013 - January 2015
Federal Reserve Bank of Kansas City August 2006 - January 2013
Federal Reserve Bank of Kansas City August 2004 - July 2006
Federal Reserve Bank of Kansas City August 2003 - July 2004
Federal Reserve Bank of Kansas City August 2002 - July 2003
Federal Reserve Bank of Kansas City July 2000 - July 2002
Federal Reserve Bank of Minneapolis August 1998 - June 2000
Skills
Management, Change Management, ITIL v3 Foundations..., Certified Scrum Master..., Project Management, Release Management, Staff..., Coaching, SDLC, Information Processing, Process Improvement, Testing, Documentations, Presentations, Quality Assurance, Configuration Management, Reporting Metrics, Report Writing, Unix
Education
University of Phoenix 2009 — 2011
Masters
Sterling College 1984 — 1988
Bachelors
CUNA Mutual Group November 2013 - January 2015
Federal Reserve Bank of Kansas City August 2006 - January 2013
Federal Reserve Bank of Kansas City August 2004 - July 2006
Federal Reserve Bank of Kansas City August 2003 - July 2004
Federal Reserve Bank of Kansas City August 2002 - July 2003
Federal Reserve Bank of Kansas City July 2000 - July 2002
Federal Reserve Bank of Minneapolis August 1998 - June 2000
Skills
Management, Change Management, ITIL v3 Foundations..., Certified Scrum Master..., Project Management, Release Management, Staff..., Coaching, SDLC, Information Processing, Process Improvement, Testing, Documentations, Presentations, Quality Assurance, Configuration Management, Reporting Metrics, Report Writing, Unix
Education
University of Phoenix 2009 — 2011
Masters
Sterling College 1984 — 1988
Bachelors
Amy Merwald's CUNA Mutual Group Experience January 2012 - August 2013
Job Marketing Consultant
Industry Marketing and Advertising
Experience
Aquent August 2014 - Present
CUNA Mutual Group January 2012 - August 2013
Ultratec, Inc. August 2004 - January 2012
University of Houston-Downtown March 2001 - March 2004
Zurich American Insurance February 1997 - September 1999
Wickes Furniture June 1988 - April 1996
Elmhurst Memorial Hospital January 1984 - June 1988
Skills
Social Media Marketing, Multi-channel Marketing, Creative Writing, Video Production, Online Video, Event Planning, Media Relations, Web Video, Video, Advertising, Email Marketing, Copywriting, Marketing Communications, SEO, Integrated Marketing, Online Marketing, Marketing
Education
University of Phoenix
M.A., Organizational Management
University of Wisconsin-Stevens Point
B.S., Communications
Aquent August 2014 - Present
CUNA Mutual Group January 2012 - August 2013
Ultratec, Inc. August 2004 - January 2012
University of Houston-Downtown March 2001 - March 2004
Zurich American Insurance February 1997 - September 1999
Wickes Furniture June 1988 - April 1996
Elmhurst Memorial Hospital January 1984 - June 1988
Skills
Social Media Marketing, Multi-channel Marketing, Creative Writing, Video Production, Online Video, Event Planning, Media Relations, Web Video, Video, Advertising, Email Marketing, Copywriting, Marketing Communications, SEO, Integrated Marketing, Online Marketing, Marketing
Education
University of Phoenix
M.A., Organizational Management
University of Wisconsin-Stevens Point
B.S., Communications
David Sargent's CUNA Mutual Group Experience April 2010 - January 2014
Job Senior Business Executive
Industry Human Resources
Experience
Sargent Holdings January 2014 - Present
CUNA Mutual Group April 2010 - January 2014
CUNA Mutual Group August 2007 - April 2010
CUNA Mutual Group April 2005 - August 2007
Firemans Fund Insurance Company March 2001 - April 2005
Skills
Insurance, Leadership, Strategic Planning, Process Improvement, Training, Strategy, Management, Property & Casualty..., Underwriting, Business Process..., Employee Engagement, Financial Analysis, Human Resources, Employee Benefits, Recruiting, Risk Management, Commercial Insurance, Vendor Management, Business Planning, Sales, Union Management
Education
University of Oregon 1983 — 1985
MS, Labor Relations & Communications
University of Oregon 1976 — 1983
BS, Communications
Sargent Holdings January 2014 - Present
CUNA Mutual Group April 2010 - January 2014
CUNA Mutual Group August 2007 - April 2010
CUNA Mutual Group April 2005 - August 2007
Firemans Fund Insurance Company March 2001 - April 2005
Skills
Insurance, Leadership, Strategic Planning, Process Improvement, Training, Strategy, Management, Property & Casualty..., Underwriting, Business Process..., Employee Engagement, Financial Analysis, Human Resources, Employee Benefits, Recruiting, Risk Management, Commercial Insurance, Vendor Management, Business Planning, Sales, Union Management
Education
University of Oregon 1983 — 1985
MS, Labor Relations & Communications
University of Oregon 1976 — 1983
BS, Communications
Cara Jacobson's CUNA Mutual Group Experience September 2012 - Present
Job Sourcing and Vendor Management Specialist at CUNA Mutual Group
Industry Staffing and Recruiting
Experience
CUNA Mutual Group September 2012 - Present
Humera (formerly Dolphin Staffing) October 2008 - August 2012
University of Phoenix August 2005 - August 2008
Skills
Applicant Tracking..., Talent Acquisition, Sourcing, Onboarding, Recruiting
Education
University of Phoenix 2006 — 2008
Master of Business Administration (M.B.A.)
University of Wisconsin-La Crosse 2001 — 2005
BS, Communications
CUNA Mutual Group September 2012 - Present
Humera (formerly Dolphin Staffing) October 2008 - August 2012
University of Phoenix August 2005 - August 2008
Skills
Applicant Tracking..., Talent Acquisition, Sourcing, Onboarding, Recruiting
Education
University of Phoenix 2006 — 2008
Master of Business Administration (M.B.A.)
University of Wisconsin-La Crosse 2001 — 2005
BS, Communications
Cathryn Cole, MBA's CUNA Mutual Group Experience April 2013 - Present
Job Director Business Development, Asset Management at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group April 2013 - Present
CUNA Brokerage Services, Inc February 2010 - March 2013
Ameriprise Financial March 2008 - January 2010
Omega Performance 1999 - 2005
Skills
Consultative Selling, Credit, Sales Management, Portfolio Management, Banking, Selling, Investments, Series 7, Insurance, Relationship Management, Wealth Management, Retirement Planning, Fixed Annuities, Series 63, Retirement, Mutual Funds, Financial Advisory, CRM, Variable Annuities, New Business Development, Leadership, 401k, Business Strategy, 403 b, Sales
Education
University of Phoenix 2002 — 2004
MBA, Business
University of Wisconsin-Madison 1986 — 1988
BS, Business & Political Science
CUNA Mutual Group April 2013 - Present
CUNA Brokerage Services, Inc February 2010 - March 2013
Ameriprise Financial March 2008 - January 2010
Omega Performance 1999 - 2005
Skills
Consultative Selling, Credit, Sales Management, Portfolio Management, Banking, Selling, Investments, Series 7, Insurance, Relationship Management, Wealth Management, Retirement Planning, Fixed Annuities, Series 63, Retirement, Mutual Funds, Financial Advisory, CRM, Variable Annuities, New Business Development, Leadership, 401k, Business Strategy, 403 b, Sales
Education
University of Phoenix 2002 — 2004
MBA, Business
University of Wisconsin-Madison 1986 — 1988
BS, Business & Political Science
Joette Colletts's CUNA Mutual Group Experience April 2007 - Present
Job Manager Risk Management Services
Industry Financial Services
Experience
CUNA Mutual Group April 2007 - Present
CUNA Mutual Group October 2006 - March 2007
CUNA Mutual Group August 1984 - September 2006
Skills
Risk Management, Enterprise Risk..., Insurance, Property, Casualty, Financial Institutions, Financial Risk, Commercial Insurance, Leadership, Analysis
Education
University of Pittsburgh
Bachelor of Science, Accounting
University of Pittsburgh
BS, Education
CUNA Mutual Group April 2007 - Present
CUNA Mutual Group October 2006 - March 2007
CUNA Mutual Group August 1984 - September 2006
Skills
Risk Management, Enterprise Risk..., Insurance, Property, Casualty, Financial Institutions, Financial Risk, Commercial Insurance, Leadership, Analysis
Education
University of Pittsburgh
Bachelor of Science, Accounting
University of Pittsburgh
BS, Education
Cheryl Cooks's CUNA Mutual Group Experience May 2005 - July 2009
Job Advisor III at HHSC
Industry Financial Services
Experience
HHSC February 2010 - Present
CUNA Mutual Group May 2005 - July 2009
JPMorgan Chase 2001 - 2003
Education
University of Phoenix
HHSC February 2010 - Present
CUNA Mutual Group May 2005 - July 2009
JPMorgan Chase 2001 - 2003
Education
University of Phoenix
Monique Carr,MBA's CUNA Mutual Group Experience August 2006 - November 2013
Job Accounting Analyst/Entrepreneur
Industry Financial Services
Experience
McKesson Health Solutions March 2015 - Present
McKesson Health Solutions December 2013 - February 2015
CUNA Mutual Group August 2006 - November 2013
IRS Federal Credit Union 2003 - 2005
Skills
Supplements, Network Marketing, Nutrition, Home Based Business, Wellness Coaching, Weight, Fitness, Lifestyle, Wellbeing, Holistic Health, Vitamins, Skin Care, Small Business, Referral Network, Lifestyle Coaching, Personal Development, Personal Training, Healing, Fitness Training, Entrepreneurship, Coaching, Leadership, Team Building, Customer Service, Team Leadership, Financial Analysis, Management, Training, Finance, Process Improvement, Strategic Planning, Public Speaking
Education
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southern University of New Orleans
Bachelor of Science (BS), Business Administration
McKesson Health Solutions March 2015 - Present
McKesson Health Solutions December 2013 - February 2015
CUNA Mutual Group August 2006 - November 2013
IRS Federal Credit Union 2003 - 2005
Skills
Supplements, Network Marketing, Nutrition, Home Based Business, Wellness Coaching, Weight, Fitness, Lifestyle, Wellbeing, Holistic Health, Vitamins, Skin Care, Small Business, Referral Network, Lifestyle Coaching, Personal Development, Personal Training, Healing, Fitness Training, Entrepreneurship, Coaching, Leadership, Team Building, Customer Service, Team Leadership, Financial Analysis, Management, Training, Finance, Process Improvement, Strategic Planning, Public Speaking
Education
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southern University of New Orleans
Bachelor of Science (BS), Business Administration
Erik Long's CUNA Mutual Group Experience October 2009 - January 2010
Job Managing Director at Valkyrie Enterprises, LLC
Industry Computer Software
Experience
Valkyrie Enterprises, LLC April 2011 - Present
Huf North America 2013 - 2013
Xenitel, Inc. April 2011 - June 2012
Cayen Systems June 2010 - April 2011
WageWorks March 2010 - June 2010
CUNA Mutual Group October 2009 - January 2010
ODS, LLC January 2009 - January 2010
KHS USA, Inc. 2008 - 2009
JellTech Consulting April 2008 - August 2008
Guaranty Bank 2008 - 2008
Skills
VB.NET, Microsoft SQL Server, C#, Visual Basic, Software Engineering, ASP.NET, .NET, Agile Methodologies, SQL, SharePoint, IIS, Visual Studio, SSRS, T-SQL, Databases, Software Development, JavaScript, SSIS, Software Documentation, Windows
Education
University of Phoenix 2006 — 2008
BSIT, Information Technology
Waukesha County Technical College 2002 — 2004
A.A.S., Computer Science
Valkyrie Enterprises, LLC April 2011 - Present
Huf North America 2013 - 2013
Xenitel, Inc. April 2011 - June 2012
Cayen Systems June 2010 - April 2011
WageWorks March 2010 - June 2010
CUNA Mutual Group October 2009 - January 2010
ODS, LLC January 2009 - January 2010
KHS USA, Inc. 2008 - 2009
JellTech Consulting April 2008 - August 2008
Guaranty Bank 2008 - 2008
Skills
VB.NET, Microsoft SQL Server, C#, Visual Basic, Software Engineering, ASP.NET, .NET, Agile Methodologies, SQL, SharePoint, IIS, Visual Studio, SSRS, T-SQL, Databases, Software Development, JavaScript, SSIS, Software Documentation, Windows
Education
University of Phoenix 2006 — 2008
BSIT, Information Technology
Waukesha County Technical College 2002 — 2004
A.A.S., Computer Science
Arlene Hernandez's CUNA Mutual Group Experience September 2014 - Present
Job Lending Protection Manager, CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group September 2014 - Present
Shell Federal Credit Union May 2013 - August 2014
Shell Federal Credit Union March 2010 - May 2013
MemberSource Credit Union June 2009 - March 2010
Peoples Trust 2004 - 2007
People's Trust Federal Credit Union 2004 - 2006
Skills
Training, Leadership, Customer Service, Consumer Lending, Business Development, Banking, Loans, Microsoft Excel, Sales, Team Leadership, Strategic Planning, Public Relations, Nonprofits, Finance, Credit, Management, Human Resources, Microsoft Office, Team Building
Education
University of Phoenix 2009 — 2013
BSB, Business Managment
CUNA Mutual Group September 2014 - Present
Shell Federal Credit Union May 2013 - August 2014
Shell Federal Credit Union March 2010 - May 2013
MemberSource Credit Union June 2009 - March 2010
Peoples Trust 2004 - 2007
People's Trust Federal Credit Union 2004 - 2006
Skills
Training, Leadership, Customer Service, Consumer Lending, Business Development, Banking, Loans, Microsoft Excel, Sales, Team Leadership, Strategic Planning, Public Relations, Nonprofits, Finance, Credit, Management, Human Resources, Microsoft Office, Team Building
Education
University of Phoenix 2009 — 2013
BSB, Business Managment
Wendy Haley's CUNA Mutual Group Experience January 2006 - February 2008
Job Service Coordinator Marvin/Integrity at Building Material Distributors, Inc. (BMD, Inc.)
Industry Insurance
Experience
Building Material Distributors, Inc. (BMD, Inc.) May 2014 - Present
Hull and Company 2013 - Present
Farmers Insurance February 2013 - February 2013
AppleOne October 2005 - February 2013
Edward Jones February 2011 - January 2012
CUNA Mutual Group January 2006 - February 2008
Edward Jones September 2004 - October 2005
CUNA Mutual Group September 2001 - September 2002
E*TRADE Group November 1999 - August 2001
Wells Fargo Securities June 1997 - November 1999
Skills
Training, Leadership, Management, Sales, Financial Services, Sales Operations, Banking, Marketing, Customer Service, Call Centers, Time Management, Payroll, Event Planning, Office Management, Outlook, Recruiting, Administrative..., Data Entry, Human Resources, Applicant Tracking..., Customer Satisfaction, Finance
Education
University of Phoenix-Sacramento Valley Campus 2004 — 2005
Business Management/Marketing
Building Material Distributors, Inc. (BMD, Inc.) May 2014 - Present
Hull and Company 2013 - Present
Farmers Insurance February 2013 - February 2013
AppleOne October 2005 - February 2013
Edward Jones February 2011 - January 2012
CUNA Mutual Group January 2006 - February 2008
Edward Jones September 2004 - October 2005
CUNA Mutual Group September 2001 - September 2002
E*TRADE Group November 1999 - August 2001
Wells Fargo Securities June 1997 - November 1999
Skills
Training, Leadership, Management, Sales, Financial Services, Sales Operations, Banking, Marketing, Customer Service, Call Centers, Time Management, Payroll, Event Planning, Office Management, Outlook, Recruiting, Administrative..., Data Entry, Human Resources, Applicant Tracking..., Customer Satisfaction, Finance
Education
University of Phoenix-Sacramento Valley Campus 2004 — 2005
Business Management/Marketing
James H. Van Wert, Jr., CFP's CUNA Mutual Group Experience 1991 - Present
Job Vice President, Wealth Management at MEMBERS Financial Services
Industry Financial Services
Experience
MEMBERS Financial Services April 1991 - Present
CUNA Mutual Group 1991 - Present
Education
University of Scranton 1980 — 1983
Bachelor of Science, Economics/Finance
MEMBERS Financial Services April 1991 - Present
CUNA Mutual Group 1991 - Present
Education
University of Scranton 1980 — 1983
Bachelor of Science, Economics/Finance
Alma Bard's CUNA Mutual Group Experience March 2013 - Present
Job Banking Professional
Industry Banking
Experience
CUNA Mutual Group March 2013 - Present
Keesler Federal Credit Union 2009 - 2012
Bank of America 2007 - 2008
Bank of America 2005 - 2007
Community Bank 2003 - 2005
Skills
Loans, Consumer Lending, Financial Analysis, Banking
Education
University of Texas Pan American 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance
University of Phoenix 2003 — 2005
Master of Arts (M.A.), Organizational Management
CUNA Mutual Group March 2013 - Present
Keesler Federal Credit Union 2009 - 2012
Bank of America 2007 - 2008
Bank of America 2005 - 2007
Community Bank 2003 - 2005
Skills
Loans, Consumer Lending, Financial Analysis, Banking
Education
University of Texas Pan American 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance
University of Phoenix 2003 — 2005
Master of Arts (M.A.), Organizational Management
Jean Pierce's CUNA Mutual Group Experience March 2009 - August 2012
Job ILQA QC Ananlyst at Bank of America
Industry Banking
Experience
Bank of America August 2012 - Present
CUNA Mutual Group March 2009 - August 2012
Education
University of Phoenix
Master of Business Administration (M.B.A.), Business/Commerce, General, 3.5
Bank of America August 2012 - Present
CUNA Mutual Group March 2009 - August 2012
Education
University of Phoenix
Master of Business Administration (M.B.A.), Business/Commerce, General, 3.5
Don Militzer's CUNA Mutual Group Experience September 2009 - Present
Job Financial Service Rep at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group September 2009 - Present
Education
University of Pittsburgh 1973 — 1978
Bachelor of Arts (B.A.), Political Science and Government
CUNA Mutual Group September 2009 - Present
Education
University of Pittsburgh 1973 — 1978
Bachelor of Arts (B.A.), Political Science and Government
Jack McCommon's CUNA Mutual Group Experience May 2004 - December 2005
Job Executive Director at 4CForChildren, Inc.
Industry
Experience
4C-ForChildren, Inc. August 2006 - Present
CUNA Mutual Group May 2004 - December 2005
United States Air Force December 1980 - December 2003
Skills
Strategic Planning, Project Management, Process Improvement, Organizational Design, Financial Mgmt, Leadership, Staff Development, Training, Six Sigma, Fundraising, Volunteer Management, Leadership Development, Nonprofits, Public Speaking, Program Management, Program Development, Organizational...
Education
University of Phoenix 2000 — 2002
Master's degree in Organizational Management
4C-ForChildren, Inc. August 2006 - Present
CUNA Mutual Group May 2004 - December 2005
United States Air Force December 1980 - December 2003
Skills
Strategic Planning, Project Management, Process Improvement, Organizational Design, Financial Mgmt, Leadership, Staff Development, Training, Six Sigma, Fundraising, Volunteer Management, Leadership Development, Nonprofits, Public Speaking, Program Management, Program Development, Organizational...
Education
University of Phoenix 2000 — 2002
Master's degree in Organizational Management
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO