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
James Terrell, CBAP, CAPM James Terrell, CBAP, CAPM's CUNA Mutual Group Experience January 2011 - September 2015
Job Business Analyst, Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2015 - Present
CUNA Mutual Group January 2011 - September 2015
Public Consulting Group January 2009 - January 2011
Commonwealth of Massachusetts January 2007 - January 2009
Skills
Word, Excel, PowerPoint, Access, Outlook, MS Project, SQL Server, Visio, Microsoft Office, Windows, Customer Service, Internet Explorer, SharePoint, Spreadsheets, Data Entry, SQL, Customer Relations, Research, English, MS Office Suite, Databases, Lotus Notes, Adobe Acrobat, SPSS, Documentation, Financial Analysis, Requirements Analysis, Strategic Planning, Proposal Writing, Business Process, Business Analysis, Analysis, Data Analysis, Problem Solving, Process Improvement, Team Leadership, Vendor Management, Insurance, Budgeting, Administration, Crystal Reports, Project Planning, Process Engineering, Change Management, Healthcare, Vendor Relations, Business Intelligence, Program Management, Health Insurance, Writing
Education
Suffolk University - Sawyer Business School 2004 — 2007
MPA, State and Local Government
Butler University 2000 — 2003
Bachelors, Political Science
Norwood Senior High School 1996 — 1999
Diploma
Robert W. Baird & Co. September 2015 - Present
CUNA Mutual Group January 2011 - September 2015
Public Consulting Group January 2009 - January 2011
Commonwealth of Massachusetts January 2007 - January 2009
Skills
Word, Excel, PowerPoint, Access, Outlook, MS Project, SQL Server, Visio, Microsoft Office, Windows, Customer Service, Internet Explorer, SharePoint, Spreadsheets, Data Entry, SQL, Customer Relations, Research, English, MS Office Suite, Databases, Lotus Notes, Adobe Acrobat, SPSS, Documentation, Financial Analysis, Requirements Analysis, Strategic Planning, Proposal Writing, Business Process, Business Analysis, Analysis, Data Analysis, Problem Solving, Process Improvement, Team Leadership, Vendor Management, Insurance, Budgeting, Administration, Crystal Reports, Project Planning, Process Engineering, Change Management, Healthcare, Vendor Relations, Business Intelligence, Program Management, Health Insurance, Writing
Education
Suffolk University - Sawyer Business School 2004 — 2007
MPA, State and Local Government
Butler University 2000 — 2003
Bachelors, Political Science
Norwood Senior High School 1996 — 1999
Diploma
Frank Cain Frank Cain's CUNA Mutual Group Experience March 2013 - Present
Job Executive Director/TruStage Sales Planner
Industry Financial Services
Experience
CUNA Mutual Group March 2013 - Present
Fresco Opera Theatre November 2009 - March 2013
CUNA Mutual Group November 2003 - March 2013
CUNA Mutual Group May 2007 - April 2008
CUNA Mutual Group March 2006 - April 2007
CUNA Mutual Group November 2003 - February 2006
Humana September 2001 - September 2003
Dorian Opera Theatre January 1999 - October 2001
APAC Customer Services June 2000 - September 2001
American Home Shield June 1995 - January 2000
Skills
Leadership, Business Analysis, Call Center, Team Leadership, Sales, Project Management, Budget, Marketing, Public Speaking, Motivational Speaking, Compliance, Training Programme..., Non-profit..., Arts Administration, Risk Management, Recruiting, Access, Talent Acquisition, Fundraising, Budgets, Call Centers, Change Management, Nonprofits, Operations Management, Analysis, Sales Process, Leadership Development, Cross-functional Team..., Vendor Management, Training, Teamwork, Event Management, Project Planning, Salesforce.com, Sales Management, CRM, Performance Management, Business Process..., Negotiation, Contract Negotiation, Strategy, Human Resources, Time Management, Employee Training
Education
Luther College 1997 — 2000
BA, Business, Music
Capella University 2005 — 2007
MBA, Executive Program
Carroll High School
CUNA Mutual Group March 2013 - Present
Fresco Opera Theatre November 2009 - March 2013
CUNA Mutual Group November 2003 - March 2013
CUNA Mutual Group May 2007 - April 2008
CUNA Mutual Group March 2006 - April 2007
CUNA Mutual Group November 2003 - February 2006
Humana September 2001 - September 2003
Dorian Opera Theatre January 1999 - October 2001
APAC Customer Services June 2000 - September 2001
American Home Shield June 1995 - January 2000
Skills
Leadership, Business Analysis, Call Center, Team Leadership, Sales, Project Management, Budget, Marketing, Public Speaking, Motivational Speaking, Compliance, Training Programme..., Non-profit..., Arts Administration, Risk Management, Recruiting, Access, Talent Acquisition, Fundraising, Budgets, Call Centers, Change Management, Nonprofits, Operations Management, Analysis, Sales Process, Leadership Development, Cross-functional Team..., Vendor Management, Training, Teamwork, Event Management, Project Planning, Salesforce.com, Sales Management, CRM, Performance Management, Business Process..., Negotiation, Contract Negotiation, Strategy, Human Resources, Time Management, Employee Training
Education
Luther College 1997 — 2000
BA, Business, Music
Capella University 2005 — 2007
MBA, Executive Program
Carroll High School
Jesse Isaak Jesse Isaak's CUNA Mutual Group Experience September 2014 - Present
Job Project Management and Process Improvement Leader, PMP, PMIACP, MCP, Six Sigma Black Belt
Industry Insurance
Experience
CUNA Mutual Group September 2014 - Present
Projestic Consulting, LLC August 2013 - Present
TeamSoft Inc. February 2014 - August 2014
WP Beverages, LLC (Pepsi-Cola Distribution Company) July 2012 - January 2014
WP Beverages, LLC (Pepsi-Cola Distribution Company) January 2011 - July 2012
WP Beverages, LLC (Pepsi-Cola Distribution Company) March 2009 - January 2011
WP Beverages, LLC (Pepsi-Cola Distribution Company) September 2006 - February 2009
WP Beverages, LLC (Pepsi-Cola Distribution Company) July 2004 - September 2006
WP Beverages, LLC (Pepsi-Cola Distribution Company) November 2003 - July 2004
United States Marine Corps 1998 - 2002
Skills
Leadership, Process Improvement, Project Management, Six Sigma, Business Process..., Project Planning, Training, Supply Chain Management, Team Building, Budgets, Coaching, Operations Management, Management, PMP, Leadership Development, Time Management, Business Analysis, Highly detail oriented, Microsoft Project, PMO, Forecasting, Critical Thinking, Continuous Improvement, Agile Project Management, Agile Methodologies, Management Consulting, Business Coaching, Key Performance..., DMAIC, Written & Oral..., Microsoft Office, Microsoft Excel, Visio, User Acceptance Testing, Presentation Development
Education
Stanford University 2015 — 2017
SAPM, Project Management
University of Wisconsin-Madison 2012 — 2013
Masters Certificate in Project Management, MCPM, Project Management
Cardinal Stritch University 2009 — 2011
Master of Business Administration (MBA), Business
Cardinal Stritch University 2008 — 2009
Master of Science (MS), Business Administration and Management, General
The University of North Dakota 2003 — 2007
Bachelor of Arts (BA), Social Science, Business, and Criminal Justice
CUNA Mutual Group September 2014 - Present
Projestic Consulting, LLC August 2013 - Present
TeamSoft Inc. February 2014 - August 2014
WP Beverages, LLC (Pepsi-Cola Distribution Company) July 2012 - January 2014
WP Beverages, LLC (Pepsi-Cola Distribution Company) January 2011 - July 2012
WP Beverages, LLC (Pepsi-Cola Distribution Company) March 2009 - January 2011
WP Beverages, LLC (Pepsi-Cola Distribution Company) September 2006 - February 2009
WP Beverages, LLC (Pepsi-Cola Distribution Company) July 2004 - September 2006
WP Beverages, LLC (Pepsi-Cola Distribution Company) November 2003 - July 2004
United States Marine Corps 1998 - 2002
Skills
Leadership, Process Improvement, Project Management, Six Sigma, Business Process..., Project Planning, Training, Supply Chain Management, Team Building, Budgets, Coaching, Operations Management, Management, PMP, Leadership Development, Time Management, Business Analysis, Highly detail oriented, Microsoft Project, PMO, Forecasting, Critical Thinking, Continuous Improvement, Agile Project Management, Agile Methodologies, Management Consulting, Business Coaching, Key Performance..., DMAIC, Written & Oral..., Microsoft Office, Microsoft Excel, Visio, User Acceptance Testing, Presentation Development
Education
Stanford University 2015 — 2017
SAPM, Project Management
University of Wisconsin-Madison 2012 — 2013
Masters Certificate in Project Management, MCPM, Project Management
Cardinal Stritch University 2009 — 2011
Master of Business Administration (MBA), Business
Cardinal Stritch University 2008 — 2009
Master of Science (MS), Business Administration and Management, General
The University of North Dakota 2003 — 2007
Bachelor of Arts (BA), Social Science, Business, and Criminal Justice
Todd Doty Todd Doty's CUNA Mutual Group Experience September 1994 - September 2005
Job Agency Owner
Industry Insurance
Experience
Self-employed May 2009 - Present
BancInsure September 2005 - December 2008
CUNA Mutual Group September 1994 - September 2005
Doty Franklin Insurance June 1990 - September 1994
Benj. Franklin Financial Services September 1979 - August 1990
Skills
Sales, Sales Management, Risk Management, Insurance, Banking, Account Management, New Business Development, Leadership, Marketing, Team Building, Strategic Planning, Cold Calling, Customer Service, Negotiation, Budgets, Sales Operations, Loans, Salesforce.com
Education
Brigham Young University - Idaho
Business Administration and Management, General
Self-employed May 2009 - Present
BancInsure September 2005 - December 2008
CUNA Mutual Group September 1994 - September 2005
Doty Franklin Insurance June 1990 - September 1994
Benj. Franklin Financial Services September 1979 - August 1990
Skills
Sales, Sales Management, Risk Management, Insurance, Banking, Account Management, New Business Development, Leadership, Marketing, Team Building, Strategic Planning, Cold Calling, Customer Service, Negotiation, Budgets, Sales Operations, Loans, Salesforce.com
Education
Brigham Young University - Idaho
Business Administration and Management, General
Amy Onofrey Amy Onofrey's CUNA Mutual Group Experience 1990 - 2006
Job Director of Relocation and Business Development at Coldwell Banker Success
Industry Financial Services
Experience
Coldwell Banker Success January 2014 - Present
World Council of Credit Unions April 2013 - November 2013
Madison Credit Union 2009 - 2012
Coldwell Banker Success 2007 - 2012
CUNA Mutual Group 1990 - 2006
Skills
Large Scale Project &..., Marketing Communications, Market Research, Social Networking, Desktop Publishing, Program Budgeting, Event Planning, Meeting Planning, Public Meeting..., Web Conferences, Board of Directors..., Contract Negotiating, Real Estate Transactions, Presentation Design, Presentation Coaching, Public Relations, Public Speaking, Business Development, Sales&Marketing, Sales Workshops, Program Management
Education
Cardinal Stritch University 2003 — 2005
Master of Science (MS), Business Administration and Management, General
University of Wisconsin-Eau Claire
Bachelor's degree, Journalism
Coldwell Banker Success January 2014 - Present
World Council of Credit Unions April 2013 - November 2013
Madison Credit Union 2009 - 2012
Coldwell Banker Success 2007 - 2012
CUNA Mutual Group 1990 - 2006
Skills
Large Scale Project &..., Marketing Communications, Market Research, Social Networking, Desktop Publishing, Program Budgeting, Event Planning, Meeting Planning, Public Meeting..., Web Conferences, Board of Directors..., Contract Negotiating, Real Estate Transactions, Presentation Design, Presentation Coaching, Public Relations, Public Speaking, Business Development, Sales&Marketing, Sales Workshops, Program Management
Education
Cardinal Stritch University 2003 — 2005
Master of Science (MS), Business Administration and Management, General
University of Wisconsin-Eau Claire
Bachelor's degree, Journalism
Amy Eldredge Foxhall Amy Eldredge Foxhall's CUNA Mutual Group Experience September 2005 - March 2007
Job Real Estate Planning Specialist at DeVry Education Group
Industry Commercial Real Estate
Experience
DeVry Education Group January 2014 - Present
OfficeMax August 2008 - December 2013
OfficeMax March 2007 - August 2008
CUNA Mutual Group September 2005 - March 2007
Liz Claiborne June 1999 - August 2001
Liz Claiborne July 1997 - June 1999
Skills
Real Estate Transactions, Leases, Microsoft Office, Negotiation, Data Analysis, Real Estate, Contract Negotiation, Financial Analysis, Retail, Budgets, Market Analysis, Project Management, Property Management
Education
University of Notre Dame - Mendoza College of Business 2008 — 2008
Executive Education - EVA
Brigham Young University 1992 — 1996
Bachelor of Science (B.S.), Psychology
DeVry Education Group January 2014 - Present
OfficeMax August 2008 - December 2013
OfficeMax March 2007 - August 2008
CUNA Mutual Group September 2005 - March 2007
Liz Claiborne June 1999 - August 2001
Liz Claiborne July 1997 - June 1999
Skills
Real Estate Transactions, Leases, Microsoft Office, Negotiation, Data Analysis, Real Estate, Contract Negotiation, Financial Analysis, Retail, Budgets, Market Analysis, Project Management, Property Management
Education
University of Notre Dame - Mendoza College of Business 2008 — 2008
Executive Education - EVA
Brigham Young University 1992 — 1996
Bachelor of Science (B.S.), Psychology
Jennifer Dobson Jennifer Dobson's CUNA Mutual Group Experience September 2011 - Present
Job Senior Knowledge Management Analyst at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group September 2011 - Present
CUNA Mutual Group July 2007 - September 2011
Skills
Insurance, Process Improvement, Business Analysis, Strategic Planning, Change Management, Analysis, Public Speaking, Social Media, Business Process..., Training, Leadership, Data Analysis, Program Management, Project Management, Strategy, Customer Service
Education
Cardinal Stritch University 2003 — 2006
MS, Business Management
UW-Platteville 1999 — 2003
BS, Political Science
CUNA Mutual Group September 2011 - Present
CUNA Mutual Group July 2007 - September 2011
Skills
Insurance, Process Improvement, Business Analysis, Strategic Planning, Change Management, Analysis, Public Speaking, Social Media, Business Process..., Training, Leadership, Data Analysis, Program Management, Project Management, Strategy, Customer Service
Education
Cardinal Stritch University 2003 — 2006
MS, Business Management
UW-Platteville 1999 — 2003
BS, Political Science
Joe Cronick, MBA, PMP Joe Cronick, MBA, PMP's CUNA Mutual Group Experience May 2001 - March 2008
Job Technology Solution Delivery Manager at American Family Insurance
Industry Insurance
Experience
American Family Insurance June 2015 - Present
American Family Insurance April 2015 - June 2015
Interactive Business Systems, Inc. January 2014 - April 2015
Dean Health Plan, Inc. March 2008 - December 2013
CUNA Mutual Group May 2001 - March 2008
Wausau Insurance August 1998 - May 2001
Office Solutions January 1997 - July 1998
Skills
Project Management, PMP, Process Improvement, SDLC, Vendor Management, PMO, Business Analysis, Visio, Software Project..., Business Process..., Management, Leadership, Analysis, Requirements Gathering, Cross-functional Team...
Education
Cardinal Stritch University 2006 — 2008
MBA, Masters of Business Administration
North Central Technical College 1999 — 2000
Associate, Computer Information Systems - Programmer/Analyst
University of Wisconsin-Eau Claire 1992 — 1996
Bachelor of Science, Organizational Communication
American Family Insurance June 2015 - Present
American Family Insurance April 2015 - June 2015
Interactive Business Systems, Inc. January 2014 - April 2015
Dean Health Plan, Inc. March 2008 - December 2013
CUNA Mutual Group May 2001 - March 2008
Wausau Insurance August 1998 - May 2001
Office Solutions January 1997 - July 1998
Skills
Project Management, PMP, Process Improvement, SDLC, Vendor Management, PMO, Business Analysis, Visio, Software Project..., Business Process..., Management, Leadership, Analysis, Requirements Gathering, Cross-functional Team...
Education
Cardinal Stritch University 2006 — 2008
MBA, Masters of Business Administration
North Central Technical College 1999 — 2000
Associate, Computer Information Systems - Programmer/Analyst
University of Wisconsin-Eau Claire 1992 — 1996
Bachelor of Science, Organizational Communication
Todd DePinto's CUNA Mutual Group Experience December 1991 - February 1996
Job Financial Executive at Pilot Financial
Industry Financial Services
Experience
Pilot Financial January 2008 - Present
NettWorth Financial Group January 2004 - January 2008
Transamerica Financial Advisors, Inc. February 1996 - January 2004
CUNA Mutual Group December 1991 - February 1996
Prudential Financial December 1986 - December 1991
Skills
Retirement Planning, Retirement, 401k, Estate Planning, IRAs, Financial Services, Asset Allocation, Finance, Investments, Life Insurance, Long-term Care, Securities, 401k Rollovers, Series 6, Disability Insurance, Investment Strategies, Strategic Financial..., Employee Benefits, Wealth Management, Fixed Annuities, Uniform Combined State..., Wealth Accumulation, Insurance, Asset Management, Alternative Investments, Pensions, Series 63, Mutual Funds, Series 7, Wealth, Variable Annuities, Roth IRA, Portfolio Management, Long Term Care Insurance, IRA's, Long Term Care, Financial Planning, Leadership
Education
Bradley University 1982 — 1986
Public Relations/Journalism, Public Relations and Marketing emphasis
Limestone High School
Pilot Financial January 2008 - Present
NettWorth Financial Group January 2004 - January 2008
Transamerica Financial Advisors, Inc. February 1996 - January 2004
CUNA Mutual Group December 1991 - February 1996
Prudential Financial December 1986 - December 1991
Skills
Retirement Planning, Retirement, 401k, Estate Planning, IRAs, Financial Services, Asset Allocation, Finance, Investments, Life Insurance, Long-term Care, Securities, 401k Rollovers, Series 6, Disability Insurance, Investment Strategies, Strategic Financial..., Employee Benefits, Wealth Management, Fixed Annuities, Uniform Combined State..., Wealth Accumulation, Insurance, Asset Management, Alternative Investments, Pensions, Series 63, Mutual Funds, Series 7, Wealth, Variable Annuities, Roth IRA, Portfolio Management, Long Term Care Insurance, IRA's, Long Term Care, Financial Planning, Leadership
Education
Bradley University 1982 — 1986
Public Relations/Journalism, Public Relations and Marketing emphasis
Limestone High School
Kara Schwartz Kara Schwartz's CUNA Mutual Group Experience January 2007 - March 2008
Job Web Production Supervisor at American Girl
Industry Internet
Experience
American Girl/Mattel June 2010 - Present
Frank Consulting, LLC March 2009 - Present
Unity Health Insurance June 2009 - June 2010
Human Factors International March 2008 - December 2008
CUNA Mutual Group January 2007 - March 2008
CUNA Mutual Group May 2005 - December 2006
CUNA Mutual Group July 2003 - May 2005
CUNA Mutual Group 1999 - July 2003
Skills
User Experience, User Interface Design, Email Marketing, Web Analytics, Information Architecture, Usability Testing, E-commerce, SEO, Google Analytics, Social Media Marketing, Web Design, Web Content Management, Project Management, Social Media, Usability, Business Analysis, Online Marketing, Customer Service, Leadership, Marketing, Web Development, User Interface, Digital Marketing, Social Networking, Marketing Communications, Cross-functional Team..., Mobile Devices, Management, Online Advertising, Training
Education
Cardinal Stritch University
Masters of Science Degree, Management
University of Wisconsin-La Crosse
Bachelor of Science, Psychology
American Girl/Mattel June 2010 - Present
Frank Consulting, LLC March 2009 - Present
Unity Health Insurance June 2009 - June 2010
Human Factors International March 2008 - December 2008
CUNA Mutual Group January 2007 - March 2008
CUNA Mutual Group May 2005 - December 2006
CUNA Mutual Group July 2003 - May 2005
CUNA Mutual Group 1999 - July 2003
Skills
User Experience, User Interface Design, Email Marketing, Web Analytics, Information Architecture, Usability Testing, E-commerce, SEO, Google Analytics, Social Media Marketing, Web Design, Web Content Management, Project Management, Social Media, Usability, Business Analysis, Online Marketing, Customer Service, Leadership, Marketing, Web Development, User Interface, Digital Marketing, Social Networking, Marketing Communications, Cross-functional Team..., Mobile Devices, Management, Online Advertising, Training
Education
Cardinal Stritch University
Masters of Science Degree, Management
University of Wisconsin-La Crosse
Bachelor of Science, Psychology
Larry J. Haas Larry J. Haas's CUNA Mutual Group Experience July 2013 - Present
Job Distribution Business Lead Wealth Management Cuna Mutual Group
Industry Insurance
Experience
Cuna Mutual Group July 2013 - Present
American Family Ins January 2009 - December 2012
American Family Insurance 2007 - 2009
Minacs USA 2006 - 2007
American Family Insurance 2000 - 2006
Skills
Customer Service, Insurance, Property & Casualty..., General Insurance, Twenty-Three + years of..., Project Management, Health Insurance..., Casualty, Strategic Planning, Employee Benefits, Sales, Management, Umbrella Insurance, Human Resources, Health Insurance, Property & Casualty..., Business Development, Marketing, Recruiting, Workers Compensation, Term Life Insurance, Commercial Insurance, Leadership, Life Insurance, Whole Life, Commercial Lines, Homeowners, Underwriting, Claim, Liability, Professional Liability, Renters, Fixed Annuities, Claims Management, Casualty Insurance
Education
Cardinal Stritch University 2001 — 2003
Master's degree, Business Administration and Management, General, 4.0 / 4.0
St. Norbert College 1975 — 1979
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 3.6 / 4.0
Cuna Mutual Group July 2013 - Present
American Family Ins January 2009 - December 2012
American Family Insurance 2007 - 2009
Minacs USA 2006 - 2007
American Family Insurance 2000 - 2006
Skills
Customer Service, Insurance, Property & Casualty..., General Insurance, Twenty-Three + years of..., Project Management, Health Insurance..., Casualty, Strategic Planning, Employee Benefits, Sales, Management, Umbrella Insurance, Human Resources, Health Insurance, Property & Casualty..., Business Development, Marketing, Recruiting, Workers Compensation, Term Life Insurance, Commercial Insurance, Leadership, Life Insurance, Whole Life, Commercial Lines, Homeowners, Underwriting, Claim, Liability, Professional Liability, Renters, Fixed Annuities, Claims Management, Casualty Insurance
Education
Cardinal Stritch University 2001 — 2003
Master's degree, Business Administration and Management, General, 4.0 / 4.0
St. Norbert College 1975 — 1979
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 3.6 / 4.0
Scott Graffius, MBA Scott Graffius, MBA's CUNA Mutual Group Experience August 2015 - Present
Job Product Manager at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group August 2015 - Present
CUNA Mutual Group October 2012 - August 2015
CUNA Mutual Group April 2012 - October 2012
W.W. Grainger December 2010 - April 2012
Regal Beloit September 2008 - December 2010
Regal Beloit December 2004 - September 2008
Skills
SAS/SQL, SPSS, Microsoft SQL Server, Statistical Modeling, Quantitative Analysis, Customer Analytics, Segmentation, Revenue Forecasting, Competitive Intelligence, Strategic Planning, Dashboards, MS Office Suite, Six Sigma, Net Promoter Score, Operations Research, Campaign Optimization, SAS programming, Web Marketing, Customer Analysis, Dashboard, Quantitative Analytics, Microsoft Office, SAS, Data Mining, Predictive Modeling, Analytics, Direct Marketing, Forecasting, Predictive Analytics, Database Marketing, SAS Programming, Management, Online Marketing, Leadership
Education
Cardinal Stritch University 2006 — 2009
MBA, Business Administration
Judson University 1994 — 1998
BA, Music Theory & Composition
CUNA Mutual Group August 2015 - Present
CUNA Mutual Group October 2012 - August 2015
CUNA Mutual Group April 2012 - October 2012
W.W. Grainger December 2010 - April 2012
Regal Beloit September 2008 - December 2010
Regal Beloit December 2004 - September 2008
Skills
SAS/SQL, SPSS, Microsoft SQL Server, Statistical Modeling, Quantitative Analysis, Customer Analytics, Segmentation, Revenue Forecasting, Competitive Intelligence, Strategic Planning, Dashboards, MS Office Suite, Six Sigma, Net Promoter Score, Operations Research, Campaign Optimization, SAS programming, Web Marketing, Customer Analysis, Dashboard, Quantitative Analytics, Microsoft Office, SAS, Data Mining, Predictive Modeling, Analytics, Direct Marketing, Forecasting, Predictive Analytics, Database Marketing, SAS Programming, Management, Online Marketing, Leadership
Education
Cardinal Stritch University 2006 — 2009
MBA, Business Administration
Judson University 1994 — 1998
BA, Music Theory & Composition
Shannon Helms's CUNA Mutual Group Experience November 2007 - Present
Job Sales Manager West Coast at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group November 2007 - Present
Guaranty Bank January 2007 - November 2007
Associated Credit Union of Texas June 2005 - January 2007
The Golden 1 Credit Union June 1996 - June 2005
Skills
Marketing, Business Development, Insurance, Sales, Team Building, Sales Management, Banking, Account Management, Team Leadership, Coaching, Risk Management, Strategic Planning, Call Centers, Management, Underwriting, Leadership, Process Improvement, Change Management, Business Analysis, Customer Satisfaction, Customer Service, Training
Education
California Coast University
Bachelor's degree, Management
CUNA Mutual Group November 2007 - Present
Guaranty Bank January 2007 - November 2007
Associated Credit Union of Texas June 2005 - January 2007
The Golden 1 Credit Union June 1996 - June 2005
Skills
Marketing, Business Development, Insurance, Sales, Team Building, Sales Management, Banking, Account Management, Team Leadership, Coaching, Risk Management, Strategic Planning, Call Centers, Management, Underwriting, Leadership, Process Improvement, Change Management, Business Analysis, Customer Satisfaction, Customer Service, Training
Education
California Coast University
Bachelor's degree, Management
Dawn Marie Hamby MBA Marketing Dawn Marie Hamby MBA Marketing's CUNA Mutual Group Experience February 2003 - July 2005
Job Glanbia Nutritionals
Industry Food & Beverages
Experience
Glanbia Nutritionals llc October 2012 - Present
Con-way, Inc October 2010 - October 2012
McArthur Towel and Sports June 2008 - January 2009
Flambeau, Inc. January 2006 - June 2008
CUNA Mutual Group February 2003 - July 2005
Toyota Motor Corporation November 2001 - April 2002
Young & Rubicam Group January 2000 - June 2000
Brierley+Partners October 1998 - October 1999
American Honda Motor Company, Inc. January 1985 - October 1998
Skills
Operations Management, Management, Marketing, Account Management, Sales, New Business Development, Cross-functional Team..., Strategic Planning, Microsoft Excel, Team Building, Inventory Management, Forecasting, Marketing Strategy, Process Improvement, Supply Chain, Product Development, Negotiation, Logistics, Public Speaking, Purchasing, Continuous Improvement, SAP
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Marketing
California State University-Long Beach 1996 — 1998
Bachelor's degree, Communication and Media Studies
Glanbia Nutritionals llc October 2012 - Present
Con-way, Inc October 2010 - October 2012
McArthur Towel and Sports June 2008 - January 2009
Flambeau, Inc. January 2006 - June 2008
CUNA Mutual Group February 2003 - July 2005
Toyota Motor Corporation November 2001 - April 2002
Young & Rubicam Group January 2000 - June 2000
Brierley+Partners October 1998 - October 1999
American Honda Motor Company, Inc. January 1985 - October 1998
Skills
Operations Management, Management, Marketing, Account Management, Sales, New Business Development, Cross-functional Team..., Strategic Planning, Microsoft Excel, Team Building, Inventory Management, Forecasting, Marketing Strategy, Process Improvement, Supply Chain, Product Development, Negotiation, Logistics, Public Speaking, Purchasing, Continuous Improvement, SAP
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Marketing
California State University-Long Beach 1996 — 1998
Bachelor's degree, Communication and Media Studies
Nick Behrens's CUNA Mutual Group Experience June 2015 - August 2015
Job Juris Doctor Candidate at the University of Wisconsin Law School
Industry Law Practice
Experience
CUNA Mutual Group June 2015 - August 2015
Hannah News Service - Midwest January 2015 - April 2015
Delta Tau Delta Fraternity December 2013 - April 2015
American Family Insurance May 2014 - August 2014
The Benefit Companies May 2013 - August 2013
Seasons Hospice & Palliative Care June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Finance, Budgets, Data Analysis, Economics, Portfolio Management, Investments, Leadership, Analysis, Management, Accounting, Financial Reporting, PowerPoint, Microsoft Word, Teamwork, Financial Modeling, Financial Accounting
Education
University of Wisconsin Law School
Juris Doctor (J.D.)
Butler University 2012 — 2015
Bachelor's Degree, Finance
CUNA Mutual Group June 2015 - August 2015
Hannah News Service - Midwest January 2015 - April 2015
Delta Tau Delta Fraternity December 2013 - April 2015
American Family Insurance May 2014 - August 2014
The Benefit Companies May 2013 - August 2013
Seasons Hospice & Palliative Care June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Finance, Budgets, Data Analysis, Economics, Portfolio Management, Investments, Leadership, Analysis, Management, Accounting, Financial Reporting, PowerPoint, Microsoft Word, Teamwork, Financial Modeling, Financial Accounting
Education
University of Wisconsin Law School
Juris Doctor (J.D.)
Butler University 2012 — 2015
Bachelor's Degree, Finance
Timothy Carlson Timothy Carlson's CUNA Mutual Group Experience 1988 - 2004
Job Controller
Industry Insurance
Experience
Midland National Life Insurance Company July 2013 - Present
AEGON May 2006 - Present
AEGON May 2006 - July 2013
Genworth Financial 2005 - 2006
CUNA Mutual Group 1988 - 2004
McGladrey 1981 - 1981
Skills
Accounting, Derivatives, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Insurance, Internal Controls, Investments, Process Improvement, Risk Management
Education
University of Northern Iowa 1981 — 1999
MBA
Buena Vista University 1976 — 1981
Midland National Life Insurance Company July 2013 - Present
AEGON May 2006 - Present
AEGON May 2006 - July 2013
Genworth Financial 2005 - 2006
CUNA Mutual Group 1988 - 2004
McGladrey 1981 - 1981
Skills
Accounting, Derivatives, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Insurance, Internal Controls, Investments, Process Improvement, Risk Management
Education
University of Northern Iowa 1981 — 1999
MBA
Buena Vista University 1976 — 1981
Karl Elsass, CFP®, AIF®, ChFC®, MBA Karl Elsass, CFP®, AIF®, ChFC®, MBA's CUNA Mutual Group Experience 1993 - 2003
Job President, Elsass Financial Group
Industry Investment Management
Experience
Elsass Financial Group May 1993 - Present
CUNA Mutual Group 1993 - 2003
Education
The University of Akron 1992 — 1993
MBA, Finance
Bowling Green State University 1988 — 1992
BSBA, Finance
Wadsworth High School
Elsass Financial Group May 1993 - Present
CUNA Mutual Group 1993 - 2003
Education
The University of Akron 1992 — 1993
MBA, Finance
Bowling Green State University 1988 — 1992
BSBA, Finance
Wadsworth High School
Joshua Logemann, MSM, ALMI, ACS's CUNA Mutual Group Experience March 2015 - Present
Job Business Analyst Consultant, Wealth Management at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group March 2015 - Present
CUNA Mutual Group October 2013 - March 2015
CUNA Mutual Group November 2011 - October 2013
CUNA Mutual Group February 2010 - November 2011
M&I Bank June 2009 - February 2010
Servo Motors and Drives March 2008 - June 2009
Guaranty Bank FSB December 2004 - January 2008
Skills
Salesforce.com, Banking, Insurance, Credit Unions, Property, Life Insurance, Sales, Financial Services, 401k, Retirement, Relationship Management, Marketing, General Insurance, Sales Presentations, Customer Service, B2B, Employee Benefits, Account Management, Commercial Insurance, Building Relationships, Customer Retention, Sales Operations, Sales Process, Mergers, Risk Management, Team Building, Retail Banking, Call Centers, Lead Generation, Leadership, Management
Education
Cardinal Stritch University
Masters of Science in Management
University of Wisconsin-Milwaukee
Bachelors, Business Administration, Major: Marketing
CUNA Mutual Group March 2015 - Present
CUNA Mutual Group October 2013 - March 2015
CUNA Mutual Group November 2011 - October 2013
CUNA Mutual Group February 2010 - November 2011
M&I Bank June 2009 - February 2010
Servo Motors and Drives March 2008 - June 2009
Guaranty Bank FSB December 2004 - January 2008
Skills
Salesforce.com, Banking, Insurance, Credit Unions, Property, Life Insurance, Sales, Financial Services, 401k, Retirement, Relationship Management, Marketing, General Insurance, Sales Presentations, Customer Service, B2B, Employee Benefits, Account Management, Commercial Insurance, Building Relationships, Customer Retention, Sales Operations, Sales Process, Mergers, Risk Management, Team Building, Retail Banking, Call Centers, Lead Generation, Leadership, Management
Education
Cardinal Stritch University
Masters of Science in Management
University of Wisconsin-Milwaukee
Bachelors, Business Administration, Major: Marketing
Toynessia Jackson, MBA Toynessia Jackson, MBA's CUNA Mutual Group Experience August 2014 - Present
Job Workforce Management at CUNA Mutual Group
Industry Executive Office
Experience
CUNA Mutual Group August 2014 - Present
CUNA Mutual Group August 2013 - Present
Milwaukee College Preparatory School September 2005 - May 2013
Bank One Repossession Department June 2001 - September 2005
Skills
Change Management, Human Relations, Microsoft Office, Recruiting, Customer Service, Process Improvement, Program Management, Analysis, Teamwork, Cross-functional Team..., Research, Administration, Call Centers, Training, Team Building, Coaching, Microsoft Word, Accounting, Nonprofits, Public Speaking, Leadership, Leadership Development, Fundraising, Management, People Skills, Team Leadership
Education
Cardinal Stritch University 2005 — 2009
MBA- Master, Business Administration
Concordia University-Wisconsin 2000 — 2003
Bachelor of Art, Business of Management/Communication
CUNA Mutual Group August 2014 - Present
CUNA Mutual Group August 2013 - Present
Milwaukee College Preparatory School September 2005 - May 2013
Bank One Repossession Department June 2001 - September 2005
Skills
Change Management, Human Relations, Microsoft Office, Recruiting, Customer Service, Process Improvement, Program Management, Analysis, Teamwork, Cross-functional Team..., Research, Administration, Call Centers, Training, Team Building, Coaching, Microsoft Word, Accounting, Nonprofits, Public Speaking, Leadership, Leadership Development, Fundraising, Management, People Skills, Team Leadership
Education
Cardinal Stritch University 2005 — 2009
MBA- Master, Business Administration
Concordia University-Wisconsin 2000 — 2003
Bachelor of Art, Business of Management/Communication
Charlie Murty Charlie Murty's CUNA Mutual Group Experience July 2015 - Present
Job Director Information Technology at CUNA Mutual Group
Industry Consumer Goods
Experience
CUNA Mutual Group July 2015 - Present
SHOPBOP EAST DANE (an Amazon.com Company) April 2013 - April 2015
American Girl Inc. (Mattel) January 1996 - March 2013
Dean Health System July 1993 - December 1995
Famous Footwear March 1987 - July 1993
Foremost Guarantee Corporation January 1986 - March 1987
State of Wisconsin 1985 - 1986
Skills
Business Intelligence, Vendor Management, Business Analysis, E-commerce, Cross-functional Team..., Project Management, Multi-Channel Commerce
Education
Cardinal Stritch University
Bachelor of Science, Business Administration
Madison Area Technical College
Associate in Applied Science, Computer Programming
CUNA Mutual Group July 2015 - Present
SHOPBOP EAST DANE (an Amazon.com Company) April 2013 - April 2015
American Girl Inc. (Mattel) January 1996 - March 2013
Dean Health System July 1993 - December 1995
Famous Footwear March 1987 - July 1993
Foremost Guarantee Corporation January 1986 - March 1987
State of Wisconsin 1985 - 1986
Skills
Business Intelligence, Vendor Management, Business Analysis, E-commerce, Cross-functional Team..., Project Management, Multi-Channel Commerce
Education
Cardinal Stritch University
Bachelor of Science, Business Administration
Madison Area Technical College
Associate in Applied Science, Computer Programming
Ken Schardt Ken Schardt's CUNA Mutual Group Experience September 2001 - August 2012
Job IT Manager at Gallup, Inc
Industry Management Consulting
Experience
Gallup, Inc. September 2012 - Present
Gallup 2012 - Present
CUNA Mutual Group September 2001 - August 2012
Lands' End April 1997 - September 2001
COUNTRY ® Financial February 1983 - April 1997
Skills
Team Leadership, SDLC, Process Improvement, Software Implementation, IT Management, Business Process..., Vendor Management, Project Coordination, Change Management, Risk Management, Coaching, Staff Supervision, Continuous Improvement, Contract Management, Technical Recruiting, College Recruiting, Performance Reviews, Business Analysis, Software Project..., Project Implementation, Management Consulting, Job Evaluation, IT Strategy, PMP, Management, Lead Management, Contract Negotiations, Leadership, Gallup Strengths
Education
Illinois State University 1986 — 1988
MBA, Management
Bradley University
BS, Computer Science
Gallup, Inc. September 2012 - Present
Gallup 2012 - Present
CUNA Mutual Group September 2001 - August 2012
Lands' End April 1997 - September 2001
COUNTRY ® Financial February 1983 - April 1997
Skills
Team Leadership, SDLC, Process Improvement, Software Implementation, IT Management, Business Process..., Vendor Management, Project Coordination, Change Management, Risk Management, Coaching, Staff Supervision, Continuous Improvement, Contract Management, Technical Recruiting, College Recruiting, Performance Reviews, Business Analysis, Software Project..., Project Implementation, Management Consulting, Job Evaluation, IT Strategy, PMP, Management, Lead Management, Contract Negotiations, Leadership, Gallup Strengths
Education
Illinois State University 1986 — 1988
MBA, Management
Bradley University
BS, Computer Science
Nick Roethel Nick Roethel's CUNA Mutual Group Experience June 2012 - November 2012
Job Senior Technology Executive
Industry Government Administration
Experience
Metropolitan Transportation Commission February 2015 - Present
Metropolitan Transportation Commission October 2012 - February 2015
CUNA Mutual Group June 2012 - November 2012
City of New Berlin July 2006 - June 2012
City of Waukesha March 2001 - July 2006
Brookfield East High School August 1996 - March 2001
City of Waukesha 1993 - 1996
Skills
Disaster Recovery, Vendor Management, Data Center, Business Analysis, Virtualization, Project Management, Network Security, Strategic Planning, Information Technology, Leadership, Cloud Computing, Governance, Management, Business Continuity..., ITIL, Enterprise Architecture, Wireless, Budgets, Storage Area Networks, Business Process..., Fiber Optics, Mobile Devices, RFP, Program Management, RFI, RFQ, Integration, Networking, Business Impact Analysis, Business Workflows, Help Desk Implementation, Government, System Administration, Digital Video, Enterprise Software, IT Operations, IT Leadership, Cisco Technologies, Data Center Design
Education
Cardinal Stritch University 2012 — 2013
Graduate Coursework (15 Cr.), Business Management, 4.0 GPA
Cardinal Stritch University
B.S., Management
UW-Waukesha
A.A.S.
Metropolitan Transportation Commission February 2015 - Present
Metropolitan Transportation Commission October 2012 - February 2015
CUNA Mutual Group June 2012 - November 2012
City of New Berlin July 2006 - June 2012
City of Waukesha March 2001 - July 2006
Brookfield East High School August 1996 - March 2001
City of Waukesha 1993 - 1996
Skills
Disaster Recovery, Vendor Management, Data Center, Business Analysis, Virtualization, Project Management, Network Security, Strategic Planning, Information Technology, Leadership, Cloud Computing, Governance, Management, Business Continuity..., ITIL, Enterprise Architecture, Wireless, Budgets, Storage Area Networks, Business Process..., Fiber Optics, Mobile Devices, RFP, Program Management, RFI, RFQ, Integration, Networking, Business Impact Analysis, Business Workflows, Help Desk Implementation, Government, System Administration, Digital Video, Enterprise Software, IT Operations, IT Leadership, Cisco Technologies, Data Center Design
Education
Cardinal Stritch University 2012 — 2013
Graduate Coursework (15 Cr.), Business Management, 4.0 GPA
Cardinal Stritch University
B.S., Management
UW-Waukesha
A.A.S.
Ben Beduhn Ben Beduhn's CUNA Mutual Group Experience May 2009 - August 2009
Job Medical Student at the University of Wisconsin
Industry Medical Practice
Experience
University of Pennsylvania June 2014 - June 2015
Teach for America May 2011 - May 2013
Tata Consultancy Services February 2010 - January 2011
University of Wisconsin-Madison 2010 - 2011
University of Wisconsin January 2009 - January 2010
CUNA Mutual Group May 2009 - August 2009
Skills
Higher Education, Data Analysis, Teaching, Qualitative Research, Public Speaking, Management, Time Management, Tutoring, Training, Nonprofits, Staff Development, Fundraising
Education
University of Wisconsin-Madison 2015 — 2019
Doctor of Medicine (MD)
Bryn Mawr College 2013 — 2014
University of Wisconsin-Madison 2007 — 2011
Bachelor of Arts (B.A.), Economics
University of Pennsylvania June 2014 - June 2015
Teach for America May 2011 - May 2013
Tata Consultancy Services February 2010 - January 2011
University of Wisconsin-Madison 2010 - 2011
University of Wisconsin January 2009 - January 2010
CUNA Mutual Group May 2009 - August 2009
Skills
Higher Education, Data Analysis, Teaching, Qualitative Research, Public Speaking, Management, Time Management, Tutoring, Training, Nonprofits, Staff Development, Fundraising
Education
University of Wisconsin-Madison 2015 — 2019
Doctor of Medicine (MD)
Bryn Mawr College 2013 — 2014
University of Wisconsin-Madison 2007 — 2011
Bachelor of Arts (B.A.), Economics
Tim Tumbleson Tim Tumbleson's CUNA Mutual Group Experience July 2013 - Present
Job Senior IT Manager Web & Marketing Services at CUNA Mutual Group
Industry Marketing and Advertising
Experience
CUNA Mutual Group July 2013 - Present
CUNA Mutual Group August 2012 - July 2013
WEA Benefits June 2009 - August 2012
Nimblefish Technologies June 2008 - February 2009
Nimblefish Technologies, Inc February 2006 - June 2008
Nimblefish Technologies August 2002 - February 2006
Miller/Huber Relationship Marketing April 1999 - June 2002
Schafer Advertising / Pop Interactive September 1997 - April 1999
PowerFoods April 1992 - August 1997
REI June 1988 - March 1992
Skills
Certified Ektron..., Web Development, User Experience, Analytics, Direct Marketing, Integrated Marketing, Email Marketing, HTML, CSS, JavaScript, Google Analytics, Digital Marketing, XML, SQL, Information Architecture, Web Design, CMS, PHP, Photoshop, Online Marketing, Marketing Strategy, Social Media Marketing, Graphic Design, jQuery, Dreamweaver, SQL Server, HTML5, Adobe Creative Suite, Web Analytics, ASP, Integration, HTML 5, WordPress, User Interface Design, Online Advertising, SEO, Web Applications, CRM, E-commerce, Strategy, Product Management, Management, Marketing, Content Strategy
Education
California State University-Long Beach 1986 — 1991
B.A.
CUNA Mutual Group July 2013 - Present
CUNA Mutual Group August 2012 - July 2013
WEA Benefits June 2009 - August 2012
Nimblefish Technologies June 2008 - February 2009
Nimblefish Technologies, Inc February 2006 - June 2008
Nimblefish Technologies August 2002 - February 2006
Miller/Huber Relationship Marketing April 1999 - June 2002
Schafer Advertising / Pop Interactive September 1997 - April 1999
PowerFoods April 1992 - August 1997
REI June 1988 - March 1992
Skills
Certified Ektron..., Web Development, User Experience, Analytics, Direct Marketing, Integrated Marketing, Email Marketing, HTML, CSS, JavaScript, Google Analytics, Digital Marketing, XML, SQL, Information Architecture, Web Design, CMS, PHP, Photoshop, Online Marketing, Marketing Strategy, Social Media Marketing, Graphic Design, jQuery, Dreamweaver, SQL Server, HTML5, Adobe Creative Suite, Web Analytics, ASP, Integration, HTML 5, WordPress, User Interface Design, Online Advertising, SEO, Web Applications, CRM, E-commerce, Strategy, Product Management, Management, Marketing, Content Strategy
Education
California State University-Long Beach 1986 — 1991
B.A.
Alan Bahr Alan Bahr's CUNA Mutual Group Experience March 2012 - May 2015
Job Senior Vice President Business Development at SimplyCredit
Industry Financial Services
Experience
SimplyCredit May 2015 - Present
CUNA Mutual Group March 2012 - May 2015
CMG Mortgage Insurance (a CUNA Mutual Group Company) September 2007 - March 2012
Fair Isaac Corp December 2005 - September 2007
Independent Financial Consultant 1999 - 2005
Lehman Brothers 1993 - 1999
Salomon Brothers 1990 - 1993
Drexel Burnham Lambert 1988 - 1990
Bain & Company 1985 - 1988
Skills
Capital Markets, Strategic Planning, Product Development, Product Management, Change Management, Predictive Analytics, Optimization, Cross-functional Team..., Structured Products, Derivatives, Presenter, Communications Audits, Financial Analysis, Finance, Loans, Mortgage Lending, Management, Strategic Partnerships, Financial Services, Selling, Investment Banking, Sales, Risk Management, Leadership, Banking, Business Development
Education
Brigham Young University 1983 — 1985
MBA, Finance and International Focus
SimplyCredit May 2015 - Present
CUNA Mutual Group March 2012 - May 2015
CMG Mortgage Insurance (a CUNA Mutual Group Company) September 2007 - March 2012
Fair Isaac Corp December 2005 - September 2007
Independent Financial Consultant 1999 - 2005
Lehman Brothers 1993 - 1999
Salomon Brothers 1990 - 1993
Drexel Burnham Lambert 1988 - 1990
Bain & Company 1985 - 1988
Skills
Capital Markets, Strategic Planning, Product Development, Product Management, Change Management, Predictive Analytics, Optimization, Cross-functional Team..., Structured Products, Derivatives, Presenter, Communications Audits, Financial Analysis, Finance, Loans, Mortgage Lending, Management, Strategic Partnerships, Financial Services, Selling, Investment Banking, Sales, Risk Management, Leadership, Banking, Business Development
Education
Brigham Young University 1983 — 1985
MBA, Finance and International Focus
Carol Cline-Parton Carol Cline-Parton's CUNA Mutual Group Experience November 2007 - July 2010
Job Vice President at COOP Member Center
Industry Financial Services
Experience
CO-OP Financial Services October 2013 - Present
CO-OP Member Center September 2011 - October 2013
CO-OP Financial Services July 2010 - September 2011
CUNA Mutual Group November 2007 - July 2010
JT Packard December 2005 - December 2006
GE Healthcare April 2004 - May 2005
GE Healthcare July 2001 - April 2004
Datex-Ohmeda November 1995 - June 2001
Skills
PMP, Management, Quality Assurance, Process Improvement, Cross-functional Team..., Six Sigma, Project Management, Business Process..., Team Leadership, Leadership, CRM, Customer Service, Call Centers, Change Management, Vendor Management, Analysis
Education
Texas Christian University - M.J. Neeley School of Business 1979 — 1983
BBA, Management
Capella University
MBA, Management
CO-OP Financial Services October 2013 - Present
CO-OP Member Center September 2011 - October 2013
CO-OP Financial Services July 2010 - September 2011
CUNA Mutual Group November 2007 - July 2010
JT Packard December 2005 - December 2006
GE Healthcare April 2004 - May 2005
GE Healthcare July 2001 - April 2004
Datex-Ohmeda November 1995 - June 2001
Skills
PMP, Management, Quality Assurance, Process Improvement, Cross-functional Team..., Six Sigma, Project Management, Business Process..., Team Leadership, Leadership, CRM, Customer Service, Call Centers, Change Management, Vendor Management, Analysis
Education
Texas Christian University - M.J. Neeley School of Business 1979 — 1983
BBA, Management
Capella University
MBA, Management
Patti Shields's CUNA Mutual Group Experience 1990 - 1994
Job Director, Center for Business and Professional Development, Triton College
Industry Professional Training & Coaching
Experience
Triton College March 2014 - Present
Western Kentucky University January 2013 - March 2014
Healthcare Clinic Start-Up/Owner January 2006 - August 2010
Performance Enhancement Group February 1998 - May 2008
University of Northern Iowa 1998 - 2008
John Deere February 1998 - October 2005
CUNA Mutual Group 1990 - 1994
Skills
Professional and..., Instructional Design, Training and Development, Project Management, Program Management, Trainer, Presentation Skills, Facilitation Skills, Succession Planning, Program Development, Online Training and..., Career Development, Budget Management, Marketing, Strategic Planning, Strategic Partnerships, Collaborative Project..., Corporate Training, Workforce Development, Leadership, Leadership Development, Organizational..., Community Outreach, Public Speaking, Training
Education
Buena Vista University 1988 — 1990
Bachelor of Arts (B.A.), Business Management/Entrepreneurship
Triton College March 2014 - Present
Western Kentucky University January 2013 - March 2014
Healthcare Clinic Start-Up/Owner January 2006 - August 2010
Performance Enhancement Group February 1998 - May 2008
University of Northern Iowa 1998 - 2008
John Deere February 1998 - October 2005
CUNA Mutual Group 1990 - 1994
Skills
Professional and..., Instructional Design, Training and Development, Project Management, Program Management, Trainer, Presentation Skills, Facilitation Skills, Succession Planning, Program Development, Online Training and..., Career Development, Budget Management, Marketing, Strategic Planning, Strategic Partnerships, Collaborative Project..., Corporate Training, Workforce Development, Leadership, Leadership Development, Organizational..., Community Outreach, Public Speaking, Training
Education
Buena Vista University 1988 — 1990
Bachelor of Arts (B.A.), Business Management/Entrepreneurship
Ian Chalgren Ian Chalgren's CUNA Mutual Group Experience March 1997 - October 1999
Job Graphic designer, digital illustrator and silk screen printer
Industry Graphic Design
Experience
American Family Insurance February 2009 - Present
Chalgren Design January 1996 - Present
American Family Insurance October 2006 - February 2009
American Family Insurance November 1999 - October 2006
CUNA Mutual Group March 1997 - October 1999
Skills
Graphic Design, Web Design, Adobe Creative Suite, Advertising, Direct Mail, Illustrator, Adobe Acrobat, InDesign, Brochures, Branding & Identity, Brand Development, Creative Direction, Art Direction, Layout, Graphics, Logo Design, Photoshop, Mac, Marketing Communications, Corporate Branding, Illustration, Posters, Digital Marketing, Social Media, Magazines, Creative Strategy
Education
University of Wisconsin – Madison 1991 — 1996
Bachelor of Fine Arts, Graphic Design
Madison Area Technical College 1988 — 1991
Associate Degree, Printing and Publishing
Cardinal Stritch University 2002 — 2003
Masters, Business Management
American Family Insurance February 2009 - Present
Chalgren Design January 1996 - Present
American Family Insurance October 2006 - February 2009
American Family Insurance November 1999 - October 2006
CUNA Mutual Group March 1997 - October 1999
Skills
Graphic Design, Web Design, Adobe Creative Suite, Advertising, Direct Mail, Illustrator, Adobe Acrobat, InDesign, Brochures, Branding & Identity, Brand Development, Creative Direction, Art Direction, Layout, Graphics, Logo Design, Photoshop, Mac, Marketing Communications, Corporate Branding, Illustration, Posters, Digital Marketing, Social Media, Magazines, Creative Strategy
Education
University of Wisconsin – Madison 1991 — 1996
Bachelor of Fine Arts, Graphic Design
Madison Area Technical College 1988 — 1991
Associate Degree, Printing and Publishing
Cardinal Stritch University 2002 — 2003
Masters, Business Management
Glenda Wegener Glenda Wegener's CUNA Mutual Group Experience April 2007 - January 2015
Job Project Manager at Educational & Quest Credit Unions
Industry Financial Services
Experience
Educational & Quest Credit Unions March 2015 - Present
CUNA Mutual Group April 2007 - January 2015
CUNA Mutual Group September 2003 - April 2007
CUNA Mutual Group 1998 - 2000
Skills
Product Management, Cross-functional Team..., Insurance, Process Improvement, Strategic Planning, Project Management, Business Analysis, Risk Management, Vendor Management, Sales Management, Leadership, Team Leadership, Strategy, Change Management, Team Building, Business Process..., Account Management, Call Centers, Coaching, Salesforce.com, Business Development, Management, CRM, Sales, Banking, Executive Management, Training, Budgets, Analysis, Program Management, Forecasting, New Business Development, Business Planning, Negotiation, Competitive Analysis, Sales Operations
Education
Cardinal Stritch University 1991 — 1995
Educational & Quest Credit Unions March 2015 - Present
CUNA Mutual Group April 2007 - January 2015
CUNA Mutual Group September 2003 - April 2007
CUNA Mutual Group 1998 - 2000
Skills
Product Management, Cross-functional Team..., Insurance, Process Improvement, Strategic Planning, Project Management, Business Analysis, Risk Management, Vendor Management, Sales Management, Leadership, Team Leadership, Strategy, Change Management, Team Building, Business Process..., Account Management, Call Centers, Coaching, Salesforce.com, Business Development, Management, CRM, Sales, Banking, Executive Management, Training, Budgets, Analysis, Program Management, Forecasting, New Business Development, Business Planning, Negotiation, Competitive Analysis, Sales Operations
Education
Cardinal Stritch University 1991 — 1995
David Medici David Medici's CUNA Mutual Group Experience March 2007 - April 2008
Job Experienced management and business consultant committed to the delivery of the organization’s value vision
Industry Information Technology and Services
Experience
Axia Nexus February 2014 - Present
Children's Hospital and Health System March 2011 - January 2014
MillerCoors March 2010 - March 2011
Marshall & Swift/Boeckh December 2009 - March 2010
Wisconsin Department of Workforce Development July 2009 - November 2009
Marshall & Swift/Boeckh June 2009 - July 2009
Children's Hospital and Health System April 2009 - June 2009
Kohl's Department Stores July 2008 - February 2009
Johnson Controls April 2008 - July 2008
CUNA Mutual Group March 2007 - April 2008
Skills
Business Analysis, Project Management, Systems Analysis, Software Documentation, Software Quality..., Team Leadership, Team Management, Off-shore Team..., Object Oriented Design, Database Design, Data Modeling, Agile & Waterfall..., Business Case Production, Test Case Generation, Software Testing Life..., Software Development..., SDLC, Requirements Gathering, Requirements Analysis, Requirements Management, Software Requirements, Requirements..., Six Sigma, RFI / RFP / RFS, Use Case Analysis, Use Case Diagrams, User Scenarios, User Stories, ROI / IRR / NPV / TCO..., UML, OLTP, OLAP, Test Management, User Acceptance Testing, Functional..., Functional Design, Functional Requirements, Service Level Agreements, Operational Level..., Business Process Design, Business Process Mapping, Risk Assessment, Visio, Quality Assurance, Testing, Software Development, CRM, Databases, Analysis
Education
California State University-Long Beach - College of Business Administration 1986 — 1989
Bachelor of Science, Business Administration - Mangement
Axia Nexus February 2014 - Present
Children's Hospital and Health System March 2011 - January 2014
MillerCoors March 2010 - March 2011
Marshall & Swift/Boeckh December 2009 - March 2010
Wisconsin Department of Workforce Development July 2009 - November 2009
Marshall & Swift/Boeckh June 2009 - July 2009
Children's Hospital and Health System April 2009 - June 2009
Kohl's Department Stores July 2008 - February 2009
Johnson Controls April 2008 - July 2008
CUNA Mutual Group March 2007 - April 2008
Skills
Business Analysis, Project Management, Systems Analysis, Software Documentation, Software Quality..., Team Leadership, Team Management, Off-shore Team..., Object Oriented Design, Database Design, Data Modeling, Agile & Waterfall..., Business Case Production, Test Case Generation, Software Testing Life..., Software Development..., SDLC, Requirements Gathering, Requirements Analysis, Requirements Management, Software Requirements, Requirements..., Six Sigma, RFI / RFP / RFS, Use Case Analysis, Use Case Diagrams, User Scenarios, User Stories, ROI / IRR / NPV / TCO..., UML, OLTP, OLAP, Test Management, User Acceptance Testing, Functional..., Functional Design, Functional Requirements, Service Level Agreements, Operational Level..., Business Process Design, Business Process Mapping, Risk Assessment, Visio, Quality Assurance, Testing, Software Development, CRM, Databases, Analysis
Education
California State University-Long Beach - College of Business Administration 1986 — 1989
Bachelor of Science, Business Administration - Mangement
Heather Reeves's CUNA Mutual Group Experience March 2011 - Present
Job Lending Protection Manager at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group March 2011 - Present
Credit Union One January 2006 - March 2011
Credit Union One January 2006 - October 2010
Skills
Banking, Customer Service, Insurance, Loans, Management, Marketing Strategy, Microsoft Office, Public Speaking, Sales, Social Media, Strategic Planning, Team Building, Training, Marketing, Leadership
Education
Westminster College 2009 — 2011
MBA, Entrepreneurship Certificate
Brigham Young University 1994 — 2001
Bachelor of Arts (B.A.), Communications: Public Relations
CUNA Mutual Group March 2011 - Present
Credit Union One January 2006 - March 2011
Credit Union One January 2006 - October 2010
Skills
Banking, Customer Service, Insurance, Loans, Management, Marketing Strategy, Microsoft Office, Public Speaking, Sales, Social Media, Strategic Planning, Team Building, Training, Marketing, Leadership
Education
Westminster College 2009 — 2011
MBA, Entrepreneurship Certificate
Brigham Young University 1994 — 2001
Bachelor of Arts (B.A.), Communications: Public Relations
Steve Mendez's CUNA Mutual Group Experience November 2014 - Present
Job Senior Marketing Specialist at CUNA Mutual Group
Industry Marketing and Advertising
Experience
CUNA Mutual Group November 2014 - Present
United Way of Dane County November 2008 - October 2014
Euro RSCG September 2007 - October 2008
EquaTerra September 2005 - September 2007
Accenture HR Services July 2004 - September 2005
BT Squared, Inc. January 2002 - June 2004
Skills
Marketing, Non-profits, Public Relations, Marketing Communications, Strategy, Event Management, Event Planning, Nonprofits, Public Speaking, Customer Service, Advertising, Strategic Planning, Marketing Strategy, Community Outreach, Fundraising, Volunteer Management, Editing, Social Media, Project Management, Budgets, Integrated Marketing
Education
Bradley University
Bachelor of Arts (B.A.), Marketing
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
Non-degree, International Business
CUNA Mutual Group November 2014 - Present
United Way of Dane County November 2008 - October 2014
Euro RSCG September 2007 - October 2008
EquaTerra September 2005 - September 2007
Accenture HR Services July 2004 - September 2005
BT Squared, Inc. January 2002 - June 2004
Skills
Marketing, Non-profits, Public Relations, Marketing Communications, Strategy, Event Management, Event Planning, Nonprofits, Public Speaking, Customer Service, Advertising, Strategic Planning, Marketing Strategy, Community Outreach, Fundraising, Volunteer Management, Editing, Social Media, Project Management, Budgets, Integrated Marketing
Education
Bradley University
Bachelor of Arts (B.A.), Marketing
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
Non-degree, International Business
Terry I. Holt Terry I. Holt's CUNA Mutual Group Experience July 1985 - December 1995
Job Life, Relationship, and Career Coach Helping to create positive life outcomes
Industry Individual & Family Services
Experience
Life and Career Coaching Services October 2008 - Present
Brigham Young University December 1998 - February 2012
Wasatch Mental Health and Heritage Schools, Inc. October 2008 - October 2009
Self-employed December 1995 - December 1998
CUNA Mutual Group July 1985 - December 1995
Skills
Career Counseling, Management Consulting, Strategic Planning, Project Planning, Team Leadership, Teamwork, Public Relations, Critical Thinking, Team Building, Building Relationships, Collaborative Leadership, Life Coaching, Relationship Coach, People-oriented, Strategic Advisory, Counseling, Big Picture Thinking, Strategic Consulting, Group Collaboration, Change Leadership, Strategic Sourcing, Procurement, Innovative Thinking, Cross-group..., Student Counseling, Spiritual Counseling, People Skills, Creative Problem Solving, Creative Strategy, Strategic Leadership, Strategic Partnerships, Strategic Thinking, Project Coordination, Project Implementation, Oral Communications, Written Communications, Group Presentations, Mental Health Counseling, Training & Development, Technical Training, Staff Training, Human Resources, Management, Program Management, Cross-functional Team..., Employee Training, Leadership, Coaching, Product Marketing, Conflict Resolution
Education
University of Phoenix - Provo, UT 2006 — 2009
Master of Science (MSMHC), Counseling / Mental Health Counseling, 3.78
University of Phoenix-Utah Campus 1993 — 1996
Bachelor of Science (BS), Business and Information Systems, 3.83
Brigham Young University 1977 — 1981
General Education Core Credits
Life and Career Coaching Services October 2008 - Present
Brigham Young University December 1998 - February 2012
Wasatch Mental Health and Heritage Schools, Inc. October 2008 - October 2009
Self-employed December 1995 - December 1998
CUNA Mutual Group July 1985 - December 1995
Skills
Career Counseling, Management Consulting, Strategic Planning, Project Planning, Team Leadership, Teamwork, Public Relations, Critical Thinking, Team Building, Building Relationships, Collaborative Leadership, Life Coaching, Relationship Coach, People-oriented, Strategic Advisory, Counseling, Big Picture Thinking, Strategic Consulting, Group Collaboration, Change Leadership, Strategic Sourcing, Procurement, Innovative Thinking, Cross-group..., Student Counseling, Spiritual Counseling, People Skills, Creative Problem Solving, Creative Strategy, Strategic Leadership, Strategic Partnerships, Strategic Thinking, Project Coordination, Project Implementation, Oral Communications, Written Communications, Group Presentations, Mental Health Counseling, Training & Development, Technical Training, Staff Training, Human Resources, Management, Program Management, Cross-functional Team..., Employee Training, Leadership, Coaching, Product Marketing, Conflict Resolution
Education
University of Phoenix - Provo, UT 2006 — 2009
Master of Science (MSMHC), Counseling / Mental Health Counseling, 3.78
University of Phoenix-Utah Campus 1993 — 1996
Bachelor of Science (BS), Business and Information Systems, 3.83
Brigham Young University 1977 — 1981
General Education Core Credits
Amy Onofrey Amy Onofrey's CUNA Mutual Group Experience June 1990 - July 2006
Job Owner/Senior Living Solutions LLC
Industry Individual & Family Services
Experience
Coldwell Banker Success January 2008 - Present
Senior Living Solutions LLC July 2006 - Present
CUNA Mutual Group June 1990 - July 2006
Education
Cardinal Stritch University 2003 — 2005
MS, Business Management
University of Wisconsin-Eau Claire
BA, Journalism and Economics
Coldwell Banker Success January 2008 - Present
Senior Living Solutions LLC July 2006 - Present
CUNA Mutual Group June 1990 - July 2006
Education
Cardinal Stritch University 2003 — 2005
MS, Business Management
University of Wisconsin-Eau Claire
BA, Journalism and Economics
Vicki Lins Vicki Lins's CUNA Mutual Group Experience December 2014 - Present
Job Consultant
Industry Financial Services
Experience
CUNA Mutual Group December 2014 - Present
CUNA Mutual Group March 2011 - December 2014
CUNA Mutual Group May 2005 - March 2011
CUNA Mutual Group January 2000 - May 2005
CUNA Mutual Group February 1988 - 2003
Skills
Project Management, Organization, Insurance, Process Improvement, Change Management, Strategic Planning, Business Analysis, Cross-functional Team..., Coaching, Team Building, Risk Management, Leadership, Team Leadership, Business Process..., Banking, Customer Service, Training, Vendor Management, Loans, Sales Management, Call Centers, Sales, Employee Benefits, Analysis, Budgets, Strategy, Performance Management, Account Management, Program Management, Underwriting, Executive Management, Financial Analysis, Financial Services, Access
Education
Cardinal Stritch University 2002 — 2006
Bachelor, Management
Cardinal Stritch University 1999 — 2002
Associate's Degree, Business, 3.9 Magna Cum Lad
CUNA Mutual Group December 2014 - Present
CUNA Mutual Group March 2011 - December 2014
CUNA Mutual Group May 2005 - March 2011
CUNA Mutual Group January 2000 - May 2005
CUNA Mutual Group February 1988 - 2003
Skills
Project Management, Organization, Insurance, Process Improvement, Change Management, Strategic Planning, Business Analysis, Cross-functional Team..., Coaching, Team Building, Risk Management, Leadership, Team Leadership, Business Process..., Banking, Customer Service, Training, Vendor Management, Loans, Sales Management, Call Centers, Sales, Employee Benefits, Analysis, Budgets, Strategy, Performance Management, Account Management, Program Management, Underwriting, Executive Management, Financial Analysis, Financial Services, Access
Education
Cardinal Stritch University 2002 — 2006
Bachelor, Management
Cardinal Stritch University 1999 — 2002
Associate's Degree, Business, 3.9 Magna Cum Lad
Dr. Eric B. Threatt Dr. Eric B. Threatt's CUNA Mutual Group Experience March 2015 - August 2015
Job Senior Advisor to Management on Business Transformation, Strategy, Process and Organizational Change
Industry Management Consulting
Experience
Transformation Sciences Inc. August 1999 - Present
CUNA Mutual Group March 2015 - August 2015
Halliburton August 2014 - February 2015
PNC Financial Services July 2013 - May 2014
Halliburton March 2012 - April 2013
University of Phoenix February 2010 - April 2013
City of Charlotte August 2011 - March 2012
CIBER, Inc. January 2009 - March 2012
Duke University/Duke Clinical Research Institute November 2010 - October 2011
Piedmont Natural Gas January 2010 - May 2010
Skills
Strategic Planning, Change Management, Business Transformation, Program Management, Business Process..., Six Sigma, Training & Development, Governance, Strategic Communications, Public Speaking, Marketing Strategy, Organizational..., Business Strategy, IT Strategy, IT Governance, Project Portfolio..., PMO, Team Leadership, Team Building, IT Transformation, Management Consulting, Strategic Consulting, Consultant Coordination, Process Consulting, Writing Skills, Business Intelligence, Enterprise Architecture, Integration, Risk Management, Employee Training, SharePoint, ERP, Agile Methodologies, Analysis, Management, SDLC, Business Process..., Project Planning, Professional Services, Operations Management, Business Process, Organizational Design, Resource Management, Proposal Writing, Training, Business Analysis, Executive Management, Consulting, Cross-functional Team..., CRM
Education
Brenau University 1984 — 1986
MBA, Accounting/Finance
Newberry College 1973 — 1977
BA, Poltical Science (Pre-Law)
Nova Southeastern University
Doctor of Business Administration, Strategy
Transformation Sciences Inc. August 1999 - Present
CUNA Mutual Group March 2015 - August 2015
Halliburton August 2014 - February 2015
PNC Financial Services July 2013 - May 2014
Halliburton March 2012 - April 2013
University of Phoenix February 2010 - April 2013
City of Charlotte August 2011 - March 2012
CIBER, Inc. January 2009 - March 2012
Duke University/Duke Clinical Research Institute November 2010 - October 2011
Piedmont Natural Gas January 2010 - May 2010
Skills
Strategic Planning, Change Management, Business Transformation, Program Management, Business Process..., Six Sigma, Training & Development, Governance, Strategic Communications, Public Speaking, Marketing Strategy, Organizational..., Business Strategy, IT Strategy, IT Governance, Project Portfolio..., PMO, Team Leadership, Team Building, IT Transformation, Management Consulting, Strategic Consulting, Consultant Coordination, Process Consulting, Writing Skills, Business Intelligence, Enterprise Architecture, Integration, Risk Management, Employee Training, SharePoint, ERP, Agile Methodologies, Analysis, Management, SDLC, Business Process..., Project Planning, Professional Services, Operations Management, Business Process, Organizational Design, Resource Management, Proposal Writing, Training, Business Analysis, Executive Management, Consulting, Cross-functional Team..., CRM
Education
Brenau University 1984 — 1986
MBA, Accounting/Finance
Newberry College 1973 — 1977
BA, Poltical Science (Pre-Law)
Nova Southeastern University
Doctor of Business Administration, Strategy
Scott DeMario Scott DeMario's CUNA Mutual Group Experience May 2012 - Present
Job HR Disability & Welfare Benefits Manager at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group May 2012 - Present
CUNA Mutual Group February 1992 - May 2012
CUNA Mutual Group September 1988 - February 1992
Southridge Rehabilitation Company, Inc. December 1984 - September 1988
Skills
Employee Benefits, Insurance, Workers Compensation, Health Insurance, Employee Relations, Process Improvement, Performance Management, Talent Management, Benefits Administration, Vendor Management, Onboarding, Disability Insurance, Management, FMLA, Claim, Risk Management, Deferred Compensation, Strategic Planning, Human Resources, Leadership, Employee Engagement, Training, Organizational..., Coaching, Talent Acquisition, Employee Training, Leadership Development, HRIS, Interviews, Hiring
Education
Cardinal Stritch University 1986 — 1988
MS, Health Services Administration
University of Wisconsin-La Crosse 1979 — 1983
BS, Community Health Education
CUNA Mutual Group May 2012 - Present
CUNA Mutual Group February 1992 - May 2012
CUNA Mutual Group September 1988 - February 1992
Southridge Rehabilitation Company, Inc. December 1984 - September 1988
Skills
Employee Benefits, Insurance, Workers Compensation, Health Insurance, Employee Relations, Process Improvement, Performance Management, Talent Management, Benefits Administration, Vendor Management, Onboarding, Disability Insurance, Management, FMLA, Claim, Risk Management, Deferred Compensation, Strategic Planning, Human Resources, Leadership, Employee Engagement, Training, Organizational..., Coaching, Talent Acquisition, Employee Training, Leadership Development, HRIS, Interviews, Hiring
Education
Cardinal Stritch University 1986 — 1988
MS, Health Services Administration
University of Wisconsin-La Crosse 1979 — 1983
BS, Community Health Education
Chad Theis, PMP, CSM Chad Theis, PMP, CSM's CUNA Mutual Group Experience August 2012 - April 2014
Job Certified Project Manager
Industry Information Technology and Services
Experience
Frazer Consultants April 2014 - Present
CUNA Mutual Group August 2012 - April 2014
HyCite August 2010 - August 2012
Professional Hospitality October 2004 - August 2010
Stratagem 2003 - 2004
WHEDA 2003 - 2003
CUNA Mutual Group 2002 - 2002
Stratagem 1999 - 2002
Analysts International 1998 - 1999
University Of Wisconsin Eau Claire 1996 - 1998
Skills
Scrum, Agile Methodologies, Agile Project Management, Software Project..., Team Leadership, IT Management, Business Analysis, Business Process..., Process Improvement, Business Process, SDLC, Databases, Systems Analysis, Software Development, Requirements Analysis, Microsoft SQL Server, SQL, Vendor Management, PMP, Requirements Gathering, Integration, .NET, Change Management, Visual Studio, IT Strategy, XML, MS Project, SQL Server, Documentation, Process Development, Enterprise Architecture, Database Design, Offshore Management, Project Planning, C#, Problem Solving, Web Services, Application Development, UML, ASP.NET, Project Implementation, Process Engineering, HTML, Software Implementation, Business Management, Software Engineering, Waterfall, JavaScript, BABOK
Education
Scrum Alliance 2015 — 2015
Certified Scrum Master, Scrum Project Framework
ONLC 2011 — 2011
Business Analysis For the IT Professional
Villanova University 2010 — 2010
Certificate, Six Sigma Green Belt
Villanova University 2009 — 2010
Masters, Project Management
Cardinal Stritch University 2004 — 2006
Business Administration
University of Wisconsin-Eau Claire 1996 — 1998
St Croix Central 1994 — 1996
HSD
Frazer Consultants April 2014 - Present
CUNA Mutual Group August 2012 - April 2014
HyCite August 2010 - August 2012
Professional Hospitality October 2004 - August 2010
Stratagem 2003 - 2004
WHEDA 2003 - 2003
CUNA Mutual Group 2002 - 2002
Stratagem 1999 - 2002
Analysts International 1998 - 1999
University Of Wisconsin Eau Claire 1996 - 1998
Skills
Scrum, Agile Methodologies, Agile Project Management, Software Project..., Team Leadership, IT Management, Business Analysis, Business Process..., Process Improvement, Business Process, SDLC, Databases, Systems Analysis, Software Development, Requirements Analysis, Microsoft SQL Server, SQL, Vendor Management, PMP, Requirements Gathering, Integration, .NET, Change Management, Visual Studio, IT Strategy, XML, MS Project, SQL Server, Documentation, Process Development, Enterprise Architecture, Database Design, Offshore Management, Project Planning, C#, Problem Solving, Web Services, Application Development, UML, ASP.NET, Project Implementation, Process Engineering, HTML, Software Implementation, Business Management, Software Engineering, Waterfall, JavaScript, BABOK
Education
Scrum Alliance 2015 — 2015
Certified Scrum Master, Scrum Project Framework
ONLC 2011 — 2011
Business Analysis For the IT Professional
Villanova University 2010 — 2010
Certificate, Six Sigma Green Belt
Villanova University 2009 — 2010
Masters, Project Management
Cardinal Stritch University 2004 — 2006
Business Administration
University of Wisconsin-Eau Claire 1996 — 1998
St Croix Central 1994 — 1996
HSD
MMarie MBA, CPC's CUNA Mutual Group Experience March 2008 - September 2008
Job Master Coach
Industry Management Consulting
Experience
Coaching with................. January 2014 - Present
Business Consulting June 2015 - Present
Center for Teacher Effectiveness (CTE) June 2013 - October 2014
Sole Proprietor October 2013 - 2014
Allstate August 2012 - January 2013
LTC Financial Partners August 2010 - January 2011
CUNA Mutual Group March 2008 - September 2008
Northwestern Mutual Life June 2007 - October 2007
Allianz Global Corporate & Specialty June 2004 - June 2007
World Financial Group (WFG) 2001 - 2002
Skills
Training, Coaching, Insurance, Leadership Development, Training Delivery, Onboarding, Human Resources, Management Consulting, Executive Coaching, Instructional Design, Project Management, Succession Planning, Change Management, Needs Analysis, Performance Management, Long-term Care, Team Building, Public Speaking, Organizational..., Microsoft Office, Business Process, Personal Development, Blended Learning, Recruiting, Employee Engagement, Training Leadership, Career Development, Employee Benefits, Process Improvement, Staff Development, Team Leadership, Performance Improvement, Strategic Planning, Talent Management, Learning Management, Employee Relations, Organizational..., Adult Education, Performance Consulting, Workshop Facilitation, Classroom Management, Differentiated..., Time Management, Personnel Management, Employee Training, Leadership, Management, E-Learning, Instructor-led Training, Management Development
Education
City University of Seattle 1999 — 2006
MBA, General Management
Villanova University 2007 — 2007
Master's Certificate, Human Resource Management
Caldwell University 1985 — 1987
Bachelor's Degree, Business Administration
University of Bridgeport 1965 — 1967
Associate in Arts, Legal Secretarial
Rockhurst University
Certificate, Instructional Design
Coaching with................. January 2014 - Present
Business Consulting June 2015 - Present
Center for Teacher Effectiveness (CTE) June 2013 - October 2014
Sole Proprietor October 2013 - 2014
Allstate August 2012 - January 2013
LTC Financial Partners August 2010 - January 2011
CUNA Mutual Group March 2008 - September 2008
Northwestern Mutual Life June 2007 - October 2007
Allianz Global Corporate & Specialty June 2004 - June 2007
World Financial Group (WFG) 2001 - 2002
Skills
Training, Coaching, Insurance, Leadership Development, Training Delivery, Onboarding, Human Resources, Management Consulting, Executive Coaching, Instructional Design, Project Management, Succession Planning, Change Management, Needs Analysis, Performance Management, Long-term Care, Team Building, Public Speaking, Organizational..., Microsoft Office, Business Process, Personal Development, Blended Learning, Recruiting, Employee Engagement, Training Leadership, Career Development, Employee Benefits, Process Improvement, Staff Development, Team Leadership, Performance Improvement, Strategic Planning, Talent Management, Learning Management, Employee Relations, Organizational..., Adult Education, Performance Consulting, Workshop Facilitation, Classroom Management, Differentiated..., Time Management, Personnel Management, Employee Training, Leadership, Management, E-Learning, Instructor-led Training, Management Development
Education
City University of Seattle 1999 — 2006
MBA, General Management
Villanova University 2007 — 2007
Master's Certificate, Human Resource Management
Caldwell University 1985 — 1987
Bachelor's Degree, Business Administration
University of Bridgeport 1965 — 1967
Associate in Arts, Legal Secretarial
Rockhurst University
Certificate, Instructional Design
Patty Glines-Kotecki Patty Glines-Kotecki's CUNA Mutual Group Experience July 2007 - Present
Job
Industry Financial Services
Experience
Baker Tilly Virchow Krause, LLP April 2015 - Present
CUNA Mutual Group July 2007 - Present
CUNA Mutual Group August 2005 - July 2007
Accenture January 2001 - July 2005
Accenture September 1998 - December 2000
Accenture August 1997 - August 1998
Skills
Knowledge Management, Program Management, Performance Improvement, Process Improvement, Organizational..., Organizational Change, Human Performance, Instructional Design, Strategic Planning, HR Policies, Talent Management, Talent Development, Change Management, Learning Management..., Performance Consulting, Coaching, Training, Needs Analysis, E-Learning, Human Resources, Strategy, Leadership, Management, Talent Acquisition, CRM, Staff Development, Outsourcing, Policy, Recruiting
Education
Capella University 2007 — 2011
PhD, Education (emphasis: Training and Performance Improvement)
Northern Illinois University 1998 — 2000
MSEd, Instructional Technology
Rollins College 1993 — 1997
BA, Anthropology/Sociology
Baker Tilly Virchow Krause, LLP April 2015 - Present
CUNA Mutual Group July 2007 - Present
CUNA Mutual Group August 2005 - July 2007
Accenture January 2001 - July 2005
Accenture September 1998 - December 2000
Accenture August 1997 - August 1998
Skills
Knowledge Management, Program Management, Performance Improvement, Process Improvement, Organizational..., Organizational Change, Human Performance, Instructional Design, Strategic Planning, HR Policies, Talent Management, Talent Development, Change Management, Learning Management..., Performance Consulting, Coaching, Training, Needs Analysis, E-Learning, Human Resources, Strategy, Leadership, Management, Talent Acquisition, CRM, Staff Development, Outsourcing, Policy, Recruiting
Education
Capella University 2007 — 2011
PhD, Education (emphasis: Training and Performance Improvement)
Northern Illinois University 1998 — 2000
MSEd, Instructional Technology
Rollins College 1993 — 1997
BA, Anthropology/Sociology
Karen E. Semonson's CUNA Mutual Group Experience July 2014 - Present
Job Strategist ● Execution Leader ● Architect
Industry Insurance
Experience
CUNA Mutual Group July 2014 - Present
Vivit Worldwide - the independent HP Software user group June 2008 - Present
CUNA Mutual Group February 2012 - July 2014
Foremost Farms USA December 2003 - November 2011
Kitchen Solvers, LLC January 1998 - December 2008
Baker Tilly Virchow Krause, LLP July 1996 - June 2003
Penda Corporation July 1993 - July 1996
Chelsea Publishers January 1992 - July 1993
Skills
CSSBB Six Sigma Black..., CISSP (In Process), CSSGB Six Sigma Green..., ITIL, Program Management, Management, Enterprise Software, Business Analysis, Strategy, Leadership, Process Improvement, Project Management, Business Process..., IT Service Management, Agile Methodologies, SaaS, Integration, Training, Master CNE -..., Master CNE - Messaging, Master CNE - Management, Change Management, Team Leadership, Networking, Project Portfolio..., Cloud Computing, Business Intelligence, ITIL v.2 & v.3, CNE - 4 & 5, CNE - GroupWise, Certified Scrum Master..., Telecommunications, Data Center, Security, Quality Assurance, Project Planning, Professional Services, SDLC, Information Technology, Vendor Management, Marketing Strategy, Marketing Management
Education
Cardinal Stritch University 2008 — 2011
MBA, General Business
University of Wisconsin-Madison - School of Business 2000 — 2009
Technical Leadership Certificate, Business & Engineering
University of Wisconsin-Madison - School of Business 2002 — 2005
Mid -Management Certificate, Business
University of Wisconsin-Parkside 1990 — 1992
BA, Communication
CUNA Mutual Group July 2014 - Present
Vivit Worldwide - the independent HP Software user group June 2008 - Present
CUNA Mutual Group February 2012 - July 2014
Foremost Farms USA December 2003 - November 2011
Kitchen Solvers, LLC January 1998 - December 2008
Baker Tilly Virchow Krause, LLP July 1996 - June 2003
Penda Corporation July 1993 - July 1996
Chelsea Publishers January 1992 - July 1993
Skills
CSSBB Six Sigma Black..., CISSP (In Process), CSSGB Six Sigma Green..., ITIL, Program Management, Management, Enterprise Software, Business Analysis, Strategy, Leadership, Process Improvement, Project Management, Business Process..., IT Service Management, Agile Methodologies, SaaS, Integration, Training, Master CNE -..., Master CNE - Messaging, Master CNE - Management, Change Management, Team Leadership, Networking, Project Portfolio..., Cloud Computing, Business Intelligence, ITIL v.2 & v.3, CNE - 4 & 5, CNE - GroupWise, Certified Scrum Master..., Telecommunications, Data Center, Security, Quality Assurance, Project Planning, Professional Services, SDLC, Information Technology, Vendor Management, Marketing Strategy, Marketing Management
Education
Cardinal Stritch University 2008 — 2011
MBA, General Business
University of Wisconsin-Madison - School of Business 2000 — 2009
Technical Leadership Certificate, Business & Engineering
University of Wisconsin-Madison - School of Business 2002 — 2005
Mid -Management Certificate, Business
University of Wisconsin-Parkside 1990 — 1992
BA, Communication
Tyler Maritote's CUNA Mutual Group Experience September 2013 - August 2014
Job Communications Jedi | Supreme Copywriter
Industry Public Relations and Communications
Experience
Assurance August 2014 - Present
CUNA Mutual Group September 2013 - August 2014
CompassPR LLC January 2012 - February 2013
Peoria Journal Star August 2010 - May 2011
The Community Word August 2009 - May 2010
Skills
News Writing, Newspaper, Press Releases, Copy Editing, Media Relations, Storytelling, Newspapers, Feature Articles, Publications, Corporate Communications
Education
Bradley University 2007 — 2011
B.S., Journalism
Assurance August 2014 - Present
CUNA Mutual Group September 2013 - August 2014
CompassPR LLC January 2012 - February 2013
Peoria Journal Star August 2010 - May 2011
The Community Word August 2009 - May 2010
Skills
News Writing, Newspaper, Press Releases, Copy Editing, Media Relations, Storytelling, Newspapers, Feature Articles, Publications, Corporate Communications
Education
Bradley University 2007 — 2011
B.S., Journalism
Michael Corhn Michael Corhn's CUNA Mutual Group Experience January 2013 - January 2014
Job Seasoned Leader Call Center Customer Service and Sales
Industry Insurance
Experience
Afni, Inc. June 2014 - December 2014
CUNA Mutual Group January 2013 - January 2014
Liberty Mutual January 2011 - January 2013
Liberty Mutual October 2008 - January 2011
Liberty Mutual Group April 2006 - October 2008
Rainmaker Systems Inc 2005 - 2006
Dell 2004 - 2005
Dell 2001 - 2004
Dell 1997 - 2001
Trase Miller Inc 1996 - 1997
Skills
Change Management, Team Building, Customer Satisfaction, Employee Engagement, Customer Relations, Customer Experience, Coaching, Call Center, Workforce Management, Strategic Planning, Sales Management, Process Improvement, Team Leadership, Mentoring, Customer Service, Account Management, Operations Management, Performance Management, Consultative Selling, New Business Development, Salesforce.com, Problem Solving, P&L Management, Program Management, Product Management, Sales Support, Business Process..., Forecasting, Hiring, People Management, Strategy Development, Outsourcing, Lead Generation, Insurance, Six Sigma, Marketing Strategy, Sales Operations, Retail, Employee Relations, Budgeting, Business Analysis, Team Management, Vendor Management, Negotiation, Product Development, Selling, Management, Sales, Cross-functional Team..., Strategy
Education
The University of Texas at Austin 1981 — 1984
Bachelor of Journalsim, Public Relations
Brigham Young University 1978 — 1981
Communcations
Afni, Inc. June 2014 - December 2014
CUNA Mutual Group January 2013 - January 2014
Liberty Mutual January 2011 - January 2013
Liberty Mutual October 2008 - January 2011
Liberty Mutual Group April 2006 - October 2008
Rainmaker Systems Inc 2005 - 2006
Dell 2004 - 2005
Dell 2001 - 2004
Dell 1997 - 2001
Trase Miller Inc 1996 - 1997
Skills
Change Management, Team Building, Customer Satisfaction, Employee Engagement, Customer Relations, Customer Experience, Coaching, Call Center, Workforce Management, Strategic Planning, Sales Management, Process Improvement, Team Leadership, Mentoring, Customer Service, Account Management, Operations Management, Performance Management, Consultative Selling, New Business Development, Salesforce.com, Problem Solving, P&L Management, Program Management, Product Management, Sales Support, Business Process..., Forecasting, Hiring, People Management, Strategy Development, Outsourcing, Lead Generation, Insurance, Six Sigma, Marketing Strategy, Sales Operations, Retail, Employee Relations, Budgeting, Business Analysis, Team Management, Vendor Management, Negotiation, Product Development, Selling, Management, Sales, Cross-functional Team..., Strategy
Education
The University of Texas at Austin 1981 — 1984
Bachelor of Journalsim, Public Relations
Brigham Young University 1978 — 1981
Communcations
Andreena Moss, CRPC Andreena Moss, CRPC's CUNA Mutual Group Experience 2010 - 2013
Job 7048933833. Investment, Retirement, and Healthcare Planning Professional
Industry Financial Services
Experience
Allegiance Wealth Advisors, LLC June 2013 - Present
Allegiance Health Advisors July 2013 - Present
Cuna Mutual Group 2010 - 2013
Independant Agent January 2009 - January 2010
Wachovia Securities Financial Network January 2006 - December 2008
Skills
401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Salary Continuation, Series 7 & 66..., Spit Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Regis University
Bachelor's of Science, Finance and Financial Management Services
Camden County College
Associate of Science (A.S.), Engineering Science
Allegiance Wealth Advisors, LLC June 2013 - Present
Allegiance Health Advisors July 2013 - Present
Cuna Mutual Group 2010 - 2013
Independant Agent January 2009 - January 2010
Wachovia Securities Financial Network January 2006 - December 2008
Skills
401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Salary Continuation, Series 7 & 66..., Spit Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Regis University
Bachelor's of Science, Finance and Financial Management Services
Camden County College
Associate of Science (A.S.), Engineering Science
Christine Breese's CUNA Mutual Group Experience January 2012 - Present
Job Senior Communications Specialist
Industry Public Relations and Communications
Experience
CUNA Mutual Group January 2012 - Present
Core Creative May 2010 - December 2011
CUNA Mutual Group June 2011 - August 2011
Tripoli Country Club May 2006 - February 2011
Skills
Social Media, Neat and Organized, Proficient in Microsoft..., Cision, Press Releases, Public Relations, Advertising, Newsletters, Research, Corporate Communications, Media Relations, Blogging, Journalism, Internal Communications, Publications, Marketing Communications, Copywriting, Facebook, Strategic Communications, Newspapers, Crisis Communications, Communications Planning, Speech Writing, Copy Editing, AP Style, Social Media Marketing, Publicity, Social Networking, Web Content Management, Email Marketing, Microsoft Office, Marketing, Leadership, Customer Service, Writing, Event Planning
Education
Cardinal Stritch University 2012 — 2014
Master's Degree, Masters of Science Management
University of Wisconsin - Eau Claire 2007 — 2011
Communications, Public Relations
University of Harlaxton - England 2009 — 2009
CUNA Mutual Group January 2012 - Present
Core Creative May 2010 - December 2011
CUNA Mutual Group June 2011 - August 2011
Tripoli Country Club May 2006 - February 2011
Skills
Social Media, Neat and Organized, Proficient in Microsoft..., Cision, Press Releases, Public Relations, Advertising, Newsletters, Research, Corporate Communications, Media Relations, Blogging, Journalism, Internal Communications, Publications, Marketing Communications, Copywriting, Facebook, Strategic Communications, Newspapers, Crisis Communications, Communications Planning, Speech Writing, Copy Editing, AP Style, Social Media Marketing, Publicity, Social Networking, Web Content Management, Email Marketing, Microsoft Office, Marketing, Leadership, Customer Service, Writing, Event Planning
Education
Cardinal Stritch University 2012 — 2014
Master's Degree, Masters of Science Management
University of Wisconsin - Eau Claire 2007 — 2011
Communications, Public Relations
University of Harlaxton - England 2009 — 2009
Jim Gowan's CUNA Mutual Group Experience February 1984 - December 2005
Job Chief Sales Officer at TASC
Industry Financial Services
Experience
TASC January 2011 - Present
Credit Union 24 October 2007 - January 2011
EPL April 2006 - September 2007
CUNA Mutual Group February 1984 - December 2005
Skills
Strategic Planning, Employee Benefits, Leadership, Team Building, New Business Development, Budgets, Executive Management, Insurance, Entrepreneurship, Coaching, Enterprise Software, Sales, Banking, Change Management, Customer Service, Public Speaking, Health Insurance, Financial Services, Process Improvement, Sales Management, Account Management, Marketing, E-commerce, Accounting, Strategic Financial..., Management, Product Management, Managerial Finance, Risk Management, Project Management, Business Strategy, Credit, Marketing Strategy, Contract Negotiation, Negotiation, Operations Management, Credit Unions, Cross-functional Team..., Financial Analysis, Business Development, Small Business, Business Planning, Strategy, Call Centers, Training, Leadership Development, Vendor Management, Team Leadership, Mergers & Acquisitions, CRM
Education
Cardinal Stritch University 1993 — 2004
Bachelor, Business Adminsitration
Madison Area Technical College 1978 — 1980
Madison Memorial High School 1973 — 1977
Diploma, General
TASC January 2011 - Present
Credit Union 24 October 2007 - January 2011
EPL April 2006 - September 2007
CUNA Mutual Group February 1984 - December 2005
Skills
Strategic Planning, Employee Benefits, Leadership, Team Building, New Business Development, Budgets, Executive Management, Insurance, Entrepreneurship, Coaching, Enterprise Software, Sales, Banking, Change Management, Customer Service, Public Speaking, Health Insurance, Financial Services, Process Improvement, Sales Management, Account Management, Marketing, E-commerce, Accounting, Strategic Financial..., Management, Product Management, Managerial Finance, Risk Management, Project Management, Business Strategy, Credit, Marketing Strategy, Contract Negotiation, Negotiation, Operations Management, Credit Unions, Cross-functional Team..., Financial Analysis, Business Development, Small Business, Business Planning, Strategy, Call Centers, Training, Leadership Development, Vendor Management, Team Leadership, Mergers & Acquisitions, CRM
Education
Cardinal Stritch University 1993 — 2004
Bachelor, Business Adminsitration
Madison Area Technical College 1978 — 1980
Madison Memorial High School 1973 — 1977
Diploma, General
David Gibbard David Gibbard's CUNA Mutual Group Experience 2007 - 2008
Job Vice President/COO Digital Banking North America at Backbase
Industry Financial Services
Experience
Backbase February 2015 - Present
Reboot Banking September 2014 - February 2015
EPL August 2012 - September 2014
HomeCLUE, LLC 2009 - 2012
CUNA Mutual Group 2007 - 2008
AEGON 2000 - 2007
Coast Capital Savings Credit Union 1989 - 1999
Skills
Strategic Planning, New Business Development, Negotiation, Marketing Strategy, Product Development, Problem Solving, Business Strategy, Change Management, Product Management, Banking, Insurance, Credit Unions, Real Estate, Application Development, Web Development, Lean Product Development, Scrum, Innovation Management, Product Innovation, Commercial Lending, Strategy, CRM, Management
Education
British Columbia Institute of Technology
Accounting, British Columbia Institute of Technology
Emory University - Goizueta Business School
Backbase February 2015 - Present
Reboot Banking September 2014 - February 2015
EPL August 2012 - September 2014
HomeCLUE, LLC 2009 - 2012
CUNA Mutual Group 2007 - 2008
AEGON 2000 - 2007
Coast Capital Savings Credit Union 1989 - 1999
Skills
Strategic Planning, New Business Development, Negotiation, Marketing Strategy, Product Development, Problem Solving, Business Strategy, Change Management, Product Management, Banking, Insurance, Credit Unions, Real Estate, Application Development, Web Development, Lean Product Development, Scrum, Innovation Management, Product Innovation, Commercial Lending, Strategy, CRM, Management
Education
British Columbia Institute of Technology
Accounting, British Columbia Institute of Technology
Emory University - Goizueta Business School
Mike Temple Mike Temple's CUNA Mutual Group Experience 2000 - 2002
Job Leadership advisor helping business owners & CEO’s focus on what matters most; and moving everyone in the same direction
Industry Professional Training & Coaching
Experience
Institute of Leadership and Strategy Advisers October 2012 - Present
TranStrategy Partners, Inc. November 2012 - Present
EOS 2011 - 2014
The Incito Group, LLC January 2010 - November 2012
Spray Green Landscape Service March 2009 - April 2010
Fintegra Financial / Sterling Savings Bank June 2003 - June 2008
US Bank Investments 2001 - 2003
CUNA Mutual Group 2000 - 2002
Skills
Public Speaking, B2B, Territory Development, New Business Development, Team Building, Leadership, Consulting, Business Planning, Strategic Planning, Small Business, Coaching, Management, Sales, Entrepreneurship, Leadership Development, Organizational..., Lead Generation, Executive Coaching, Sales Operations, Sales Process, Training, Solution Selling, Start-ups, Management Consulting, Business Strategy, Executive Management, Human Resources, Change Management, Product Development, Strategic Partnerships, Business Development
Education
Utah State University 1985 — 1987
BA, Business Administration.
Brigham Young University - Idaho 1983 — 1985
Accociates, General
Institute of Leadership and Strategy Advisers October 2012 - Present
TranStrategy Partners, Inc. November 2012 - Present
EOS 2011 - 2014
The Incito Group, LLC January 2010 - November 2012
Spray Green Landscape Service March 2009 - April 2010
Fintegra Financial / Sterling Savings Bank June 2003 - June 2008
US Bank Investments 2001 - 2003
CUNA Mutual Group 2000 - 2002
Skills
Public Speaking, B2B, Territory Development, New Business Development, Team Building, Leadership, Consulting, Business Planning, Strategic Planning, Small Business, Coaching, Management, Sales, Entrepreneurship, Leadership Development, Organizational..., Lead Generation, Executive Coaching, Sales Operations, Sales Process, Training, Solution Selling, Start-ups, Management Consulting, Business Strategy, Executive Management, Human Resources, Change Management, Product Development, Strategic Partnerships, Business Development
Education
Utah State University 1985 — 1987
BA, Business Administration.
Brigham Young University - Idaho 1983 — 1985
Accociates, General
David Polet David Polet's CUNA Mutual Group Experience August 2009 - Present
Job Project Manager at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group August 2009 - Present
CUNA Mutual Group July 2007 - July 2009
Epic Systems Corporation 2003 - 2007
Bargain Books 1993 - 1996
Skills
Excel, Russian, Change Management, Research, Problem Solving, Strategic Planning, Writing, Program Management, Editing, Project Management, Strategy, Project Planning, Team Leadership, Public Speaking, Leadership, Team Building, Facilitations, Marketing, Microsoft Excel, Market Research, Coaching, Business Strategy, Facilitators, Insurance, Marketing Communications, Sales, Human Resources, Customer Service, Process Improvement, Budgets, Risk Management, Business Analysis, Data Analysis, Vendor Management, Training, Time Management
Education
University of Wisconsin-Madison 1997 — 2002
M.A., Slavic Languages and Literatures
The Catholic University of America 1991 — 1993
M.A., World Politics
Calvin College 1987 — 1991
B.A., English, Philosophy
CUNA Management School 2010 — 2012
Certified Credit Union Executive
Executive Education University of Wiscnsin 2012 — 2012
CUNA Mutual Group August 2009 - Present
CUNA Mutual Group July 2007 - July 2009
Epic Systems Corporation 2003 - 2007
Bargain Books 1993 - 1996
Skills
Excel, Russian, Change Management, Research, Problem Solving, Strategic Planning, Writing, Program Management, Editing, Project Management, Strategy, Project Planning, Team Leadership, Public Speaking, Leadership, Team Building, Facilitations, Marketing, Microsoft Excel, Market Research, Coaching, Business Strategy, Facilitators, Insurance, Marketing Communications, Sales, Human Resources, Customer Service, Process Improvement, Budgets, Risk Management, Business Analysis, Data Analysis, Vendor Management, Training, Time Management
Education
University of Wisconsin-Madison 1997 — 2002
M.A., Slavic Languages and Literatures
The Catholic University of America 1991 — 1993
M.A., World Politics
Calvin College 1987 — 1991
B.A., English, Philosophy
CUNA Management School 2010 — 2012
Certified Credit Union Executive
Executive Education University of Wiscnsin 2012 — 2012
Lisa Sutter Lisa Sutter's CUNA Mutual Group Experience January 2015 - Present
Job Executive Benefits Program Specialist at CUNA Mutual Group
Industry Human Resources
Experience
CUNA Mutual Group January 2015 - Present
The Buchholz Planning Corporation March 2001 - January 2015
Dean Health System July 1991 - March 2001
Skills
Employee Benefits, Onboarding, Deferred Compensation, Benefits Administration, Employee Relations, Workforce Planning, Human Resources, Employee Engagement, Management, FMLA
Education
Cardinal Stritch University 1995 — 1999
MBA, Masters of Business Administration
University of Wisconsin-Platteville 1984 — 1988
BS, Business/Human Resources/Management
CUNA Mutual Group January 2015 - Present
The Buchholz Planning Corporation March 2001 - January 2015
Dean Health System July 1991 - March 2001
Skills
Employee Benefits, Onboarding, Deferred Compensation, Benefits Administration, Employee Relations, Workforce Planning, Human Resources, Employee Engagement, Management, FMLA
Education
Cardinal Stritch University 1995 — 1999
MBA, Masters of Business Administration
University of Wisconsin-Platteville 1984 — 1988
BS, Business/Human Resources/Management
William Deacon William Deacon's CUNA Mutual Group Experience March 1993 - November 1999
Job Financial Advisor at McCollum Christoferson Group
Industry Financial Services
Experience
McCollum Christoferson Group March 2012 - Present
Harold C. Brown & Company December 1999 - February 2012
CUNA Mutual Group March 1993 - November 1999
The Prudential Insurance Company of America June 1992 - March 1993
Skills
Investment Management, Certified Financial..., Series 7, Portfolio Management, Investments, Financial Services, Asset Allocation, Investment Strategies, High Net Worth..., Investment Advisory, Alternative Investments, Series 63, Bonds, Wealth Management, Public Speaking, Management, Finance, Strategic Planning
Education
Canisius College 1988 — 1992
Finance, General
Orchard Park High School 1984 — 1988
McCollum Christoferson Group March 2012 - Present
Harold C. Brown & Company December 1999 - February 2012
CUNA Mutual Group March 1993 - November 1999
The Prudential Insurance Company of America June 1992 - March 1993
Skills
Investment Management, Certified Financial..., Series 7, Portfolio Management, Investments, Financial Services, Asset Allocation, Investment Strategies, High Net Worth..., Investment Advisory, Alternative Investments, Series 63, Bonds, Wealth Management, Public Speaking, Management, Finance, Strategic Planning
Education
Canisius College 1988 — 1992
Finance, General
Orchard Park High School 1984 — 1988
Eileen Meingasner Eileen Meingasner's CUNA Mutual Group Experience 2001 - 2003
Job Radiology Techonolgist
Industry Health, Wellness and Fitness
Experience
North Point Orthopaedics December 2012 - Present
Ingalls Memorial Hospital 2008 - 2011
Sand Ridge Bank 2003 - 2005
Cuna Mutual Group 2001 - 2003
Morgan Stanley 1998 - 2001
Skills
Positive Energy, Motivational Speaking, Public Speaking, Team Building, Customer Service, Health Education, Sales, Budget, Strategic Planning, Marketing, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Negotiation
Education
Indiana University-Northwest 2005 — 2007
Associates, Radiology
Purdue University Calumet 1993 — 1998
BS, Finance
Calumet College of Saint Joseph 1990 — 1993
AS, Accounting
North Point Orthopaedics December 2012 - Present
Ingalls Memorial Hospital 2008 - 2011
Sand Ridge Bank 2003 - 2005
Cuna Mutual Group 2001 - 2003
Morgan Stanley 1998 - 2001
Skills
Positive Energy, Motivational Speaking, Public Speaking, Team Building, Customer Service, Health Education, Sales, Budget, Strategic Planning, Marketing, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Negotiation
Education
Indiana University-Northwest 2005 — 2007
Associates, Radiology
Purdue University Calumet 1993 — 1998
BS, Finance
Calumet College of Saint Joseph 1990 — 1993
AS, Accounting
Heather Kluck's CUNA Mutual Group Experience October 2013 - September 2014
Job
Industry Information Technology and Services
Experience
Covance October 2014 - Present
CUNA Mutual Group October 2013 - September 2014
Domestic Abuse Intervention Services (or DAIS) February 2013 - February 2014
TASC (Total Administrative Services Corporation) September 2011 - November 2012
Covance January 2008 - September 2011
General Casualty February 2003 - December 2007
CUNA Mutual Group August 2002 - January 2003
BNY Clearing Services January 2000 - August 2002
American Red Cross - Greater Milwaukee Chapter July 1990 - February 2000
Metavante January 1998 - January 2000
Skills
Business Analysis, Software Documentation, Requirements Gathering, Business Requirements, Process Improvement, Requirements Management, Software Project..., Management, Project Management, SDLC, Large Group Facilitation, Small Group Management, Software Requirements, Vendor Management, Requirements Analysis, PMP, Change Management, Business Intelligence, Training Skills, SharePoint, Training, Quality Assurance, Program Management, Business Process, User Acceptance Testing, Project Coordination, Microsoft Office, Business Process Mapping, Integration, Project Planning, Business Process..., Project Portfolio..., PMO, Risk Management, IT Strategy, MS Office Suite, visio, Small Group Training, Requirements..., Project Facilitation, Documentation, Workshop Facilitation, Requirement..., Small Business, Analysis, Cross-functional Team..., Resource Management, Agile Methodologies, MS Project, Case Complete
Education
Cardinal Stritch University
Master's Degree, Management
University of Wisconsin-Milwaukee
Bachelor of Arts (BA), Business/Corporate Communications
Covance October 2014 - Present
CUNA Mutual Group October 2013 - September 2014
Domestic Abuse Intervention Services (or DAIS) February 2013 - February 2014
TASC (Total Administrative Services Corporation) September 2011 - November 2012
Covance January 2008 - September 2011
General Casualty February 2003 - December 2007
CUNA Mutual Group August 2002 - January 2003
BNY Clearing Services January 2000 - August 2002
American Red Cross - Greater Milwaukee Chapter July 1990 - February 2000
Metavante January 1998 - January 2000
Skills
Business Analysis, Software Documentation, Requirements Gathering, Business Requirements, Process Improvement, Requirements Management, Software Project..., Management, Project Management, SDLC, Large Group Facilitation, Small Group Management, Software Requirements, Vendor Management, Requirements Analysis, PMP, Change Management, Business Intelligence, Training Skills, SharePoint, Training, Quality Assurance, Program Management, Business Process, User Acceptance Testing, Project Coordination, Microsoft Office, Business Process Mapping, Integration, Project Planning, Business Process..., Project Portfolio..., PMO, Risk Management, IT Strategy, MS Office Suite, visio, Small Group Training, Requirements..., Project Facilitation, Documentation, Workshop Facilitation, Requirement..., Small Business, Analysis, Cross-functional Team..., Resource Management, Agile Methodologies, MS Project, Case Complete
Education
Cardinal Stritch University
Master's Degree, Management
University of Wisconsin-Milwaukee
Bachelor of Arts (BA), Business/Corporate Communications
Jason Hanson's CUNA Mutual Group Experience July 2014 - Present
Job Director Business Management at CUNA Mutual Retirment Solutions
Industry Marketing and Advertising
Experience
CUNA Mutual Group July 2014 - Present
CUNA Mutual Group July 2011 - July 2014
CUNA Mutual Group March 2010 - July 2011
CUNA Mutual Group April 2006 - March 2010
Lands' End July 2004 - April 2006
Caterpillar Logistics Inc. May 2002 - June 2004
Skills
Process Improvement, Analytics, Leadership, Program Management, Management, Operations Management, Direct Marketing, Customer Experience, Quality Assurance, Cross-functional Team..., Business Analysis, Vendor Management, Business Process..., Strategy, Strategic Planning, Project Management, Data Analysis, Forecasting, Competitive Analysis, CRM, Analysis, Business Intelligence
Education
Bradley University 2002 — 2004
MBA, Finance
University of Wisconsin-Platteville 1997 — 2002
B.S., Industrial Engineer
Mount Horeb 1994 — 1997
CUNA Mutual Group July 2014 - Present
CUNA Mutual Group July 2011 - July 2014
CUNA Mutual Group March 2010 - July 2011
CUNA Mutual Group April 2006 - March 2010
Lands' End July 2004 - April 2006
Caterpillar Logistics Inc. May 2002 - June 2004
Skills
Process Improvement, Analytics, Leadership, Program Management, Management, Operations Management, Direct Marketing, Customer Experience, Quality Assurance, Cross-functional Team..., Business Analysis, Vendor Management, Business Process..., Strategy, Strategic Planning, Project Management, Data Analysis, Forecasting, Competitive Analysis, CRM, Analysis, Business Intelligence
Education
Bradley University 2002 — 2004
MBA, Finance
University of Wisconsin-Platteville 1997 — 2002
B.S., Industrial Engineer
Mount Horeb 1994 — 1997
Susan K. Gregory's CUNA Mutual Group Experience November 2007 - February 2014
Job
Industry Financial Services
Experience
PSCU January 2015 - Present
State of Arizona - General Accounting Office April 2014 - January 2015
CUNA Mutual Group November 2007 - February 2014
American Express August 2005 - November 2007
Arizona State Credit Union June 2002 - August 2005
CCCS Southwest/Money Mgmt Intl November 1998 - June 2002
Bank of Arizona/Norwest April 1997 - November 1998
Conair Corporation November 1996 - April 1997
Skills
LeaderGuide Pro, Lectora, Microsoft Office, Learning Management..., Soft Skills, Project Management, Workshop Facilitation, Leadership, Management, Budget, Adult Education, Instructional Design, E-Learning, ADDIE, Training, Change Management, Strategic Planning, Public Speaking, Instructor-led Training, Leadership Development, Needs Analysis, Process Improvement, Vendor Management, Technical Training, Employee Engagement, WebEx, Insurance, Customer Service, Credit, Learning Management, OneNote, PowerPoint, Microsoft Word, Microsoft Excel, Call Centers, Program Management, Performance Consulting, Blended Learning, Training Delivery, Employee Training, Coaching, Budgets
Education
Capella University 2009 — 2010
PSCU January 2015 - Present
State of Arizona - General Accounting Office April 2014 - January 2015
CUNA Mutual Group November 2007 - February 2014
American Express August 2005 - November 2007
Arizona State Credit Union June 2002 - August 2005
CCCS Southwest/Money Mgmt Intl November 1998 - June 2002
Bank of Arizona/Norwest April 1997 - November 1998
Conair Corporation November 1996 - April 1997
Skills
LeaderGuide Pro, Lectora, Microsoft Office, Learning Management..., Soft Skills, Project Management, Workshop Facilitation, Leadership, Management, Budget, Adult Education, Instructional Design, E-Learning, ADDIE, Training, Change Management, Strategic Planning, Public Speaking, Instructor-led Training, Leadership Development, Needs Analysis, Process Improvement, Vendor Management, Technical Training, Employee Engagement, WebEx, Insurance, Customer Service, Credit, Learning Management, OneNote, PowerPoint, Microsoft Word, Microsoft Excel, Call Centers, Program Management, Performance Consulting, Blended Learning, Training Delivery, Employee Training, Coaching, Budgets
Education
Capella University 2009 — 2010
Donna Dyer's CUNA Mutual Group Experience March 2003 - Present
Job Sales Market Manager at CUNA Mutual
Industry Financial Services
Experience
CUNA Mutual Group March 2003 - Present
Creative Productions 2001 - 2003
iStarSystems 2000 - 2001
American Business Visions 1996 - 2000
dh design 1994 - 1996
Macromedia (now Adobe) 1992 - 1994
Bob Thomas & Associates 1990 - 1992
Skills
Strategic Alliances, Corporate Communications, Integrated Marketing, Grassroots Marketing, Brand Development, Strategy, Media Relations, Marketing Strategy, Business Development, Copywriting, SEO, Marketing, Public Relations, Strategic Planning, Sales, Leadership
Education
California State University-Long Beach 1986 — 1990
Bachelor of Arts (BA)
CUDE
CUNA Mutual Group March 2003 - Present
Creative Productions 2001 - 2003
iStarSystems 2000 - 2001
American Business Visions 1996 - 2000
dh design 1994 - 1996
Macromedia (now Adobe) 1992 - 1994
Bob Thomas & Associates 1990 - 1992
Skills
Strategic Alliances, Corporate Communications, Integrated Marketing, Grassroots Marketing, Brand Development, Strategy, Media Relations, Marketing Strategy, Business Development, Copywriting, SEO, Marketing, Public Relations, Strategic Planning, Sales, Leadership
Education
California State University-Long Beach 1986 — 1990
Bachelor of Arts (BA)
CUDE
Gregg Carr's CUNA Mutual Group Experience August 2006 - July 2007
Job Human Resources at Siemens
Industry Financial Services
Experience
Siemens June 2007 - Present
CUNA Mutual Group August 2006 - July 2007
Office Depot 1995 - 2006
Education
Brock University 1986 — 1991
Siemens June 2007 - Present
CUNA Mutual Group August 2006 - July 2007
Office Depot 1995 - 2006
Education
Brock University 1986 — 1991
Richard Panneck, MBA, ITIL's CUNA Mutual Group Experience 1997 - 1998
Job Experienced Technology/Communications Professional
Industry Information Technology and Services
Experience
American Family Insurance August 1998 - Present
American Family Insurance 1998 - 2005
CUNA Mutual Group 1997 - 1998
State Medical Society of Wisconsin 1995 - 1997
Maritz Research May 1993 - July 1995
Skills
Project Management, Business Analysis, Process Improvement, Requirements Gathering, Vendor Management, Use Case, SDLC, Communication Skills, Technical Writing, Testing, PeopleSoft, PeopleTools, sqr, Oracle, Linux, SQL, Windows Server, SharePoint, Open Source, Apache, MySQL, Joomla, PHP4/5, CSS, Social Media, ITIL Certified, ERP, Visio
Education
Cardinal Stritch University 2003 — 2005
MBA
Madison Area Technical College
Associate's degree
University of Wisconsin-Green Bay
BA
American Family Insurance August 1998 - Present
American Family Insurance 1998 - 2005
CUNA Mutual Group 1997 - 1998
State Medical Society of Wisconsin 1995 - 1997
Maritz Research May 1993 - July 1995
Skills
Project Management, Business Analysis, Process Improvement, Requirements Gathering, Vendor Management, Use Case, SDLC, Communication Skills, Technical Writing, Testing, PeopleSoft, PeopleTools, sqr, Oracle, Linux, SQL, Windows Server, SharePoint, Open Source, Apache, MySQL, Joomla, PHP4/5, CSS, Social Media, ITIL Certified, ERP, Visio
Education
Cardinal Stritch University 2003 — 2005
MBA
Madison Area Technical College
Associate's degree
University of Wisconsin-Green Bay
BA
Matt Witkowski, CFP®, QPA, QKA, MBA's CUNA Mutual Group Experience October 2005 - June 2008
Job Field Supervisor at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial March 2011 - Present
MassMutual Financial Group November 2009 - March 2011
CUNA Mutual Group October 2005 - June 2008
Skills
FINRA Series 7, FINRA Series 66, FINRA Series 24, FINRA Series 53, Compliance, Qualified Retirement..., Retirement Plan..., Financial Services, Certified Financial..., Finance, 401k, Leadership
Education
University of Wisconsin-Madison 2001 — 2004
Personal Finance, Finance
Cardinal Stritch University 2005 — 2008
MBA, Finance
Edgewood College 2009 — 2011
Computer Science, Management Information Systems
Thrivent Financial March 2011 - Present
MassMutual Financial Group November 2009 - March 2011
CUNA Mutual Group October 2005 - June 2008
Skills
FINRA Series 7, FINRA Series 66, FINRA Series 24, FINRA Series 53, Compliance, Qualified Retirement..., Retirement Plan..., Financial Services, Certified Financial..., Finance, 401k, Leadership
Education
University of Wisconsin-Madison 2001 — 2004
Personal Finance, Finance
Cardinal Stritch University 2005 — 2008
MBA, Finance
Edgewood College 2009 — 2011
Computer Science, Management Information Systems
Scott Addie, MSM, MCP's CUNA Mutual Group Experience March 2015 - Present
Job Senior Business System Consultant at CUNA Mutual Group
Industry Information Technology and Services
Experience
CUNA Mutual Group March 2015 - Present
CUNA Mutual Group December 2012 - March 2015
Indstruktibl Clothing LLC August 2013 - September 2014
Indstruktibl Clothing LLC December 2009 - August 2013
TEKsystems May 2012 - December 2012
QBE North America November 2010 - May 2012
Capitol Insurance Companies July 2007 - November 2010
Trisept Solutions December 2006 - July 2007
Trisept Solutions May 2005 - December 2006
Cygnus Business Media April 2004 - May 2005
Skills
ASP.NET, Microsoft SQL Server, JavaScript, VB.NET, Visual Studio, Software Development, jQuery, AJAX, C#, TFS, WCF, IIS, Visual Basic, T-SQL, CSS, Entity Framework, Database Design, HTML 5, Ext.NET, SQL Server 2000-2008, XSLT, LINQ, ASP, VSS, ASP.NET MVC, Web Development, SSRS, Agile Methodologies, Design Patterns, ASP.NET Web API, Service Oriented..., Application Architecture, KnockoutJS, LESS, Kendo UI, Mentoring, SignalR, RequireJS, Bootstrap, Node.js, GruntJS, Technology Evangelism, Public Speaking, Git, AngularJS, Gulp
Education
University of Wisconsin-Madison 2014 — 2016
Professional Development Certificate, Technical Leadership
Cardinal Stritch University 2009 — 2011
MS, Management
University of Wisconsin-Whitewater 2000 — 2005
BS, Management Computer Systems
CUNA Mutual Group March 2015 - Present
CUNA Mutual Group December 2012 - March 2015
Indstruktibl Clothing LLC August 2013 - September 2014
Indstruktibl Clothing LLC December 2009 - August 2013
TEKsystems May 2012 - December 2012
QBE North America November 2010 - May 2012
Capitol Insurance Companies July 2007 - November 2010
Trisept Solutions December 2006 - July 2007
Trisept Solutions May 2005 - December 2006
Cygnus Business Media April 2004 - May 2005
Skills
ASP.NET, Microsoft SQL Server, JavaScript, VB.NET, Visual Studio, Software Development, jQuery, AJAX, C#, TFS, WCF, IIS, Visual Basic, T-SQL, CSS, Entity Framework, Database Design, HTML 5, Ext.NET, SQL Server 2000-2008, XSLT, LINQ, ASP, VSS, ASP.NET MVC, Web Development, SSRS, Agile Methodologies, Design Patterns, ASP.NET Web API, Service Oriented..., Application Architecture, KnockoutJS, LESS, Kendo UI, Mentoring, SignalR, RequireJS, Bootstrap, Node.js, GruntJS, Technology Evangelism, Public Speaking, Git, AngularJS, Gulp
Education
University of Wisconsin-Madison 2014 — 2016
Professional Development Certificate, Technical Leadership
Cardinal Stritch University 2009 — 2011
MS, Management
University of Wisconsin-Whitewater 2000 — 2005
BS, Management Computer Systems
Michelle Bloedorn's CUNA Mutual Group Experience June 1991 - June 1996
Job CEO at Member Loyalty Group
Industry Financial Services
Experience
Member Loyalty Group May 2008 - Present
Baxter Credit Union July 2001 - May 2008
South Carolina Federal Credit Union June 1996 - July 2001
CUNA Mutual Group June 1991 - June 1996
Skills
Strategic Planning, Start-ups, Marketing, Loans, Banking, Executive Management, Sales, Business Development, Credit Unions, Marketing Strategy, Team Building, Cross-functional Team..., Segmentation, Strategy, Leadership, Strategic Partnerships, Business Strategy, New Business Development, Process Improvement, Sales Management, Financial Services, Credit, Financial Analysis, Risk Management, Business Planning, Management Consulting, CRM, Mergers & Acquisitions, Competitive Analysis, Management, Product Management, Analytics
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
California State University-San Bernardino
BA, Business Administration
Member Loyalty Group May 2008 - Present
Baxter Credit Union July 2001 - May 2008
South Carolina Federal Credit Union June 1996 - July 2001
CUNA Mutual Group June 1991 - June 1996
Skills
Strategic Planning, Start-ups, Marketing, Loans, Banking, Executive Management, Sales, Business Development, Credit Unions, Marketing Strategy, Team Building, Cross-functional Team..., Segmentation, Strategy, Leadership, Strategic Partnerships, Business Strategy, New Business Development, Process Improvement, Sales Management, Financial Services, Credit, Financial Analysis, Risk Management, Business Planning, Management Consulting, CRM, Mergers & Acquisitions, Competitive Analysis, Management, Product Management, Analytics
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
California State University-San Bernardino
BA, Business Administration
Jill Nemoir Gennerman's CUNA Mutual Group Experience July 2010 - July 2012
Job Vice President, Chief Operating Officer at LinkEHR, LLC
Industry Information Technology and Services
Experience
LinkEHR, LLC January 2015 - Present
LinkEHR, LLC August 2013 - Present
LinkEHR, LLC August 2012 - Present
CUNA Mutual Group July 2010 - July 2012
CUNA Mutual Group 2007 - 2010
Hoffman Manufacturing Corp January 2004 - January 2007
Food Concepts, INC January 2002 - January 2004
College Park Communities 1994 - 1999
Skills
Process Improvement, Risk Management, Change Management, Customer Operations, Project Planning, Project Coordination, Project Implementation, Program Management, Program Development, Program Implementation, Program Design, Risk Mitigation, Collaborative Problem..., Large Group Facilitation, PMO, Business Process, Integration, Business Transformation, Product Management, Software Installation, Customer Information, Leadership, Project Management, Management, MS Project, IT Strategy, Business Process..., CRM, Business Analysis, Requirements Gathering, Software Implementation, Visio, Operations Management, PMP, Budgets, Project Portfolio..., SDLC, Performance Management, Resource Management, Cross-functional Team..., IT Management, Governance, Agile Project Management, Software Project..., Requirements Analysis, Vendor Management, SharePoint, Strategy, Strategic Planning, Training
Education
Cardinal Stritch University 2001 — 2004
MBA, Business
University of Wisconsin-Madison 1991 — 1995
Bachelor of Arts, Communication
PMI
LinkEHR, LLC January 2015 - Present
LinkEHR, LLC August 2013 - Present
LinkEHR, LLC August 2012 - Present
CUNA Mutual Group July 2010 - July 2012
CUNA Mutual Group 2007 - 2010
Hoffman Manufacturing Corp January 2004 - January 2007
Food Concepts, INC January 2002 - January 2004
College Park Communities 1994 - 1999
Skills
Process Improvement, Risk Management, Change Management, Customer Operations, Project Planning, Project Coordination, Project Implementation, Program Management, Program Development, Program Implementation, Program Design, Risk Mitigation, Collaborative Problem..., Large Group Facilitation, PMO, Business Process, Integration, Business Transformation, Product Management, Software Installation, Customer Information, Leadership, Project Management, Management, MS Project, IT Strategy, Business Process..., CRM, Business Analysis, Requirements Gathering, Software Implementation, Visio, Operations Management, PMP, Budgets, Project Portfolio..., SDLC, Performance Management, Resource Management, Cross-functional Team..., IT Management, Governance, Agile Project Management, Software Project..., Requirements Analysis, Vendor Management, SharePoint, Strategy, Strategic Planning, Training
Education
Cardinal Stritch University 2001 — 2004
MBA, Business
University of Wisconsin-Madison 1991 — 1995
Bachelor of Arts, Communication
PMI
Rick Hawk's CUNA Mutual Group Experience May 2012 - November 2012
Job Enterprise Architect
Industry Financial Services
Experience
Associated Bank September 2013 - Present
Brady Corporation November 2012 - June 2013
CUNA Mutual Group May 2012 - November 2012
West Bend Mutual Insurance May 2003 - May 2012
United States Bowling Congress - Bowling Inc August 1998 - September 2003
Employee Benefit Consultants, Inc.- Employee Benefit Claims of Wisconsin - March 1996 - August 1998
United Healthcare - Prudential Insurance Company of America 1987 - 1996
Skills
Videography, Photography, Computer Repair, Enterprise Architecture, Insurance, SDLC, SharePoint, Business Analysis, Visio, Requirements Analysis, Microsoft SQL Server, Agile Methodologies, Database Design, Solution Architecture, SOA, Management, Databases, Web Services, Enterprise Software, Integration, Business Intelligence, Software Project..., Application Architecture, Software Development, SQL, IT Strategy, Architectures, Architecture
Education
The Open Group 2011 — 2011
TOGAF 9 Certified, Enterprise Architecture
Carnegie Mellon University 2010 — 2010
Certificate, Enterprise Architecture
American Institute for Chartered Property Casualty Underwriters 2004 — 2006
CPCU, Insurance
Marquette University 1999 — 2002
Masters, Computer Engineering
Lakeland College 1994 — 1998
BSCS, Computer Science
Milwaukee Area Technical College 1995 — 1996
Computer Science
Cardinal Stritch University 1991 — 1993
BSBA, Business
Waukesha County Technical College 1984 — 1987
AS, Sciences
Milwaukee Center For Photography 1982 — 1983
Photography
Milwaukee Institute of Art and Design 1982 — 1983
Photography
Associated Bank September 2013 - Present
Brady Corporation November 2012 - June 2013
CUNA Mutual Group May 2012 - November 2012
West Bend Mutual Insurance May 2003 - May 2012
United States Bowling Congress - Bowling Inc August 1998 - September 2003
Employee Benefit Consultants, Inc.- Employee Benefit Claims of Wisconsin - March 1996 - August 1998
United Healthcare - Prudential Insurance Company of America 1987 - 1996
Skills
Videography, Photography, Computer Repair, Enterprise Architecture, Insurance, SDLC, SharePoint, Business Analysis, Visio, Requirements Analysis, Microsoft SQL Server, Agile Methodologies, Database Design, Solution Architecture, SOA, Management, Databases, Web Services, Enterprise Software, Integration, Business Intelligence, Software Project..., Application Architecture, Software Development, SQL, IT Strategy, Architectures, Architecture
Education
The Open Group 2011 — 2011
TOGAF 9 Certified, Enterprise Architecture
Carnegie Mellon University 2010 — 2010
Certificate, Enterprise Architecture
American Institute for Chartered Property Casualty Underwriters 2004 — 2006
CPCU, Insurance
Marquette University 1999 — 2002
Masters, Computer Engineering
Lakeland College 1994 — 1998
BSCS, Computer Science
Milwaukee Area Technical College 1995 — 1996
Computer Science
Cardinal Stritch University 1991 — 1993
BSBA, Business
Waukesha County Technical College 1984 — 1987
AS, Sciences
Milwaukee Center For Photography 1982 — 1983
Photography
Milwaukee Institute of Art and Design 1982 — 1983
Photography
Stuart Hipke's CUNA Mutual Group Experience April 2012 - Present
Job Laser forms developer at CUNA Mutual Group
Industry Graphic Design
Experience
CUNA Mutual Group April 2012 - Present
Kelly Services May 2011 - April 2012
Archer Geographic January 2010 - July 2010
J.C. Penney's January 2008 - January 2010
Weather Central, Inc. February 1999 - September 2007
Toys R Us August 1998 - January 1999
Toys R Us June 1992 - August 1996
UW - Madison Continuing Education January 1993 - January 1995
Education
Sheridan College 1996 — 1998
Classical Cel Animation
University of Wisconsin - Madison 1989 — 1993
B.S, Art
Bradley University 1987 — 1989
Computer Science
Poynette High School 1983 — 1987
College Preparatory
Madison Area Technical College
CUNA Mutual Group April 2012 - Present
Kelly Services May 2011 - April 2012
Archer Geographic January 2010 - July 2010
J.C. Penney's January 2008 - January 2010
Weather Central, Inc. February 1999 - September 2007
Toys R Us August 1998 - January 1999
Toys R Us June 1992 - August 1996
UW - Madison Continuing Education January 1993 - January 1995
Education
Sheridan College 1996 — 1998
Classical Cel Animation
University of Wisconsin - Madison 1989 — 1993
B.S, Art
Bradley University 1987 — 1989
Computer Science
Poynette High School 1983 — 1987
College Preparatory
Madison Area Technical College
Sue Deets, MBA, PMP's CUNA Mutual Group Experience May 2003 - April 2005
Job Enterprise Project Manager at University of Wisconsin Colleges and University of WisconsinExtension
Industry Information Technology and Services
Experience
University of Wisconsin Colleges and University of Wisconsin-Extension November 2014 - Present
University of Wisconsin Colleges and University of Wisconsin-Extension October 2013 - November 2014
Three Pillars Technology Solutions LLC - Columbia County Health and Human Services August 2013 - February 2014
TEKSystems - J.J. Keller March 2013 - July 2013
TEKSystems - State Farm October 2012 - March 2013
Capitol Insurance Companies October 2007 - August 2012
Madison Gas & Electric September 2006 - October 2007
TeamSoft Inc. March 2006 - August 2006
CUNA Mutual Group May 2003 - April 2005
CUNA Mutual Group June 2000 - February 2003
Skills
PMP, SDLC, Business Analysis, Quality Assurance, Strategic Planning, System Testing, Property & Casualty..., Call Center, Customer Service, Vendor Management, Change Management, Goal-driven leader, Accounting, Budgeting, PMO, Business Process..., New Business Development, Retail Sales, Microsoft Office, Microsoft SQL Server, Process Improvement, Cross Functional Team..., Offshore Management, Business Intelligence, Marketing, PowerPoint, Project Portfolio..., Agile & Waterfall..., Project Management, Mentoring and Coaching, Analytical Skills, Insurance, Requirements Gathering, Software Documentation, Training, Visio, Risk Management, Analysis, Goverance, Business Process Mapping, Requirements Analysis, SharePoint, Business Requirements, Program Management, Software Project..., Resource Management, Business Process, Systems Analysis, Integration, Access
Education
MOR Leaders Program 2014 — 2015
Certificate of Completion, Leadership
Capella University 2003 — 2006
Masters, MBA
Upper Iowa University 1993 — 1997
Double Major - Bachelors, Accounting & Management
Madison Area Technical College 1977 — 1979
Associates, Accounting
Fort Atkinson
University of Wisconsin Colleges and University of Wisconsin-Extension November 2014 - Present
University of Wisconsin Colleges and University of Wisconsin-Extension October 2013 - November 2014
Three Pillars Technology Solutions LLC - Columbia County Health and Human Services August 2013 - February 2014
TEKSystems - J.J. Keller March 2013 - July 2013
TEKSystems - State Farm October 2012 - March 2013
Capitol Insurance Companies October 2007 - August 2012
Madison Gas & Electric September 2006 - October 2007
TeamSoft Inc. March 2006 - August 2006
CUNA Mutual Group May 2003 - April 2005
CUNA Mutual Group June 2000 - February 2003
Skills
PMP, SDLC, Business Analysis, Quality Assurance, Strategic Planning, System Testing, Property & Casualty..., Call Center, Customer Service, Vendor Management, Change Management, Goal-driven leader, Accounting, Budgeting, PMO, Business Process..., New Business Development, Retail Sales, Microsoft Office, Microsoft SQL Server, Process Improvement, Cross Functional Team..., Offshore Management, Business Intelligence, Marketing, PowerPoint, Project Portfolio..., Agile & Waterfall..., Project Management, Mentoring and Coaching, Analytical Skills, Insurance, Requirements Gathering, Software Documentation, Training, Visio, Risk Management, Analysis, Goverance, Business Process Mapping, Requirements Analysis, SharePoint, Business Requirements, Program Management, Software Project..., Resource Management, Business Process, Systems Analysis, Integration, Access
Education
MOR Leaders Program 2014 — 2015
Certificate of Completion, Leadership
Capella University 2003 — 2006
Masters, MBA
Upper Iowa University 1993 — 1997
Double Major - Bachelors, Accounting & Management
Madison Area Technical College 1977 — 1979
Associates, Accounting
Fort Atkinson
Becky Falk's CUNA Mutual Group Experience 2011 - 2013
Job Sr. Human Resources Business Partner
Industry Insurance
Experience
Asurion June 2015 - Present
Asurion July 2013 - May 2015
CUNA Mutual Group 2011 - 2013
CUNA Mutual Group 2008 - 2011
Baker Tilly Virchow Krause, LLP 2006 - 2008
Regal Beloit 2001 - 2006
OSI (Outsourcing Solutions, Inc.) - Strategic Receivables Outsourcing 1999 - 2001
Kwik Trip, Inc. 1997 - 1999
Skills
Succession Planning, Talent Management, Employee Relations, Compensation & Benefit, Performance Management, Employee Benefits, Onboarding, Payroll, Lean Six Sigma Greenbelt, Global Compensation, HRIS, Business Analysis, Project Management, Workday, Union / Labor Relations, Change Management, Recruiting & Campus..., Personnel Management, Human Resources, Management, Six Sigma, Compensation
Education
Cardinal Stritch University 1999 — 2005
Master's of Science, Management
University of Wisconsin-La Crosse 1994 — 1998
Bachelor's of Science, Business Administration - Human Resources Management
Asurion June 2015 - Present
Asurion July 2013 - May 2015
CUNA Mutual Group 2011 - 2013
CUNA Mutual Group 2008 - 2011
Baker Tilly Virchow Krause, LLP 2006 - 2008
Regal Beloit 2001 - 2006
OSI (Outsourcing Solutions, Inc.) - Strategic Receivables Outsourcing 1999 - 2001
Kwik Trip, Inc. 1997 - 1999
Skills
Succession Planning, Talent Management, Employee Relations, Compensation & Benefit, Performance Management, Employee Benefits, Onboarding, Payroll, Lean Six Sigma Greenbelt, Global Compensation, HRIS, Business Analysis, Project Management, Workday, Union / Labor Relations, Change Management, Recruiting & Campus..., Personnel Management, Human Resources, Management, Six Sigma, Compensation
Education
Cardinal Stritch University 1999 — 2005
Master's of Science, Management
University of Wisconsin-La Crosse 1994 — 1998
Bachelor's of Science, Business Administration - Human Resources Management
Linda Growney's CUNA Mutual Group Experience 1980 - 2007
Job Owner/Design Consultant at Teal Lake Interiors
Industry Design
Experience
Teal Lake Interiors 1998 - Present
CUNA Mutual Group 1980 - 2007
CUNA Mutual Group 2003 - 2005
Skills
Team Leadership, Insurance, Marketing, Project Planning, Sales, Project Management, Space planning, Needs Analysis, Credit Unions, Underwriting, Organizational Design, Customer Service, Business Strategy, Product Development, Process Improvement, Consulting, Team Building
Education
Cardinal Stritch University
MS - Management
University of Wisconsin-Madison
Teal Lake Interiors 1998 - Present
CUNA Mutual Group 1980 - 2007
CUNA Mutual Group 2003 - 2005
Skills
Team Leadership, Insurance, Marketing, Project Planning, Sales, Project Management, Space planning, Needs Analysis, Credit Unions, Underwriting, Organizational Design, Customer Service, Business Strategy, Product Development, Process Improvement, Consulting, Team Building
Education
Cardinal Stritch University
MS - Management
University of Wisconsin-Madison
Carmen Mallrich's CUNA Mutual Group Experience 1997 - 2000
Job RCFE Administrator
Industry Individual & Family Services
Experience
c2joySenior Companions January 2014 - Present
National Life Group 2008 - Present
North County Credit Union 1994 - 2008
CUNA Mutual Group 1997 - 2000
Skills
Retirement Planning, Retirement, Life Insurance, Sales, Management, Business Development, Financial Services, Customer Service, IRAs, Credit Unions, Fixed Annuities, Disability Insurance, Insurance, Term Life Insurance, Long-term Care, Long Term Care Insurance, Health Insurance, Estate Planning, Mutual Funds, Financial Planning
Education
California State University-San Bernardino 1982 — 1985
c2joySenior Companions January 2014 - Present
National Life Group 2008 - Present
North County Credit Union 1994 - 2008
CUNA Mutual Group 1997 - 2000
Skills
Retirement Planning, Retirement, Life Insurance, Sales, Management, Business Development, Financial Services, Customer Service, IRAs, Credit Unions, Fixed Annuities, Disability Insurance, Insurance, Term Life Insurance, Long-term Care, Long Term Care Insurance, Health Insurance, Estate Planning, Mutual Funds, Financial Planning
Education
California State University-San Bernardino 1982 — 1985
Dave McCarron's CUNA Mutual Group Experience March 2004 - May 2006
Job Vice President of CSIA Inc. a wholly owned subsidiary of The Manufacturers Life Insurance Company
Industry Insurance
Experience
CSIA Inc. a wholly owned subsidiary of Manulife Financial January 2013 - Present
Benesure Canada Inc. April 2011 - January 2013
First Canadian Title May 2006 - April 2011
CUNA Mutual Group March 2004 - May 2006
The CUMIS Group 1993 - 2003
HSBC Financial 1990 - 1993
Skills
B2B, Underwriting, Insurance, Mortgage Lending, Banking, Relationship Management, Credit, Investments, Financial Services, Retail Banking, Business Development, Leadership, Credit Cards, New Business Development, Residential Mortgages, Finance, Loans, Sales, Credit Analysis, Process Improvement
Education
Cape Breton University 1986 — 1990
BBA, Marketing
CSIA Inc. a wholly owned subsidiary of Manulife Financial January 2013 - Present
Benesure Canada Inc. April 2011 - January 2013
First Canadian Title May 2006 - April 2011
CUNA Mutual Group March 2004 - May 2006
The CUMIS Group 1993 - 2003
HSBC Financial 1990 - 1993
Skills
B2B, Underwriting, Insurance, Mortgage Lending, Banking, Relationship Management, Credit, Investments, Financial Services, Retail Banking, Business Development, Leadership, Credit Cards, New Business Development, Residential Mortgages, Finance, Loans, Sales, Credit Analysis, Process Improvement
Education
Cape Breton University 1986 — 1990
BBA, Marketing
Kathy McCall's CUNA Mutual Group Experience April 2009 - August 2012
Job Operations Site Manager
Industry Insurance
Experience
National General Insurance August 2012 - Present
CUNA Mutual Group April 2009 - August 2012
AAA of Northern California, Nevada & Utah January 2007 - February 2009
Skills
Call Centers, Insurance, Underwriting, General Insurance, Salesforce.com, Leadership Development, Claim, Property & Casualty..., Customer Service
Education
California State University-Northridge 1997 — 2000
Business
University of California, Santa Barbara 1994 — 1997
Business
California Coast University
Bachelor's degree, Business Administration and Management, General
National General Insurance August 2012 - Present
CUNA Mutual Group April 2009 - August 2012
AAA of Northern California, Nevada & Utah January 2007 - February 2009
Skills
Call Centers, Insurance, Underwriting, General Insurance, Salesforce.com, Leadership Development, Claim, Property & Casualty..., Customer Service
Education
California State University-Northridge 1997 — 2000
Business
University of California, Santa Barbara 1994 — 1997
Business
California Coast University
Bachelor's degree, Business Administration and Management, General
Chase McLauchlin's CUNA Mutual Group Experience February 2012 - December 2012
Job Senior Consultant at Nordic Consulting Partners, Inc
Industry Information Technology and Services
Experience
Nordic Consulting Partners, Inc August 2013 - Present
LinkEHR, LLC December 2012 - August 2013
CUNA Mutual Group February 2012 - December 2012
Epic May 2010 - February 2012
Zions Bank April 2008 - December 2008
Skills
Project Management, Software Implementation, Epic Systems, EHR, Healthcare Information..., Project Coordination, Software Project..., Visio, Data Analysis, EMR, CPOE, SDLC, Risk Management, Microsoft Excel, Microsoft Office, SharePoint, Requirements Analysis, Business Analysis
Education
Brigham Young University
BS, Double Major: Applied Physics and Philosophy
Nordic Consulting Partners, Inc August 2013 - Present
LinkEHR, LLC December 2012 - August 2013
CUNA Mutual Group February 2012 - December 2012
Epic May 2010 - February 2012
Zions Bank April 2008 - December 2008
Skills
Project Management, Software Implementation, Epic Systems, EHR, Healthcare Information..., Project Coordination, Software Project..., Visio, Data Analysis, EMR, CPOE, SDLC, Risk Management, Microsoft Excel, Microsoft Office, SharePoint, Requirements Analysis, Business Analysis
Education
Brigham Young University
BS, Double Major: Applied Physics and Philosophy
Jane Hans's CUNA Mutual Group Experience October 2011 - Present
Job Underwriting Manager at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group October 2011 - Present
CUNA Mutual Group August 1986 - October 2011
Christys Landing 1995 - 2011
Skills
Insurance, Property & Casualty..., Liability, Underwriting, Sales, Health Insurance, Commercial Lines, Legal Liability, Commercial Insurance, Professional Liability, Risk Management, Workers Compensation, Process Improvement
Education
Capella University 2002 — 2004
Masters, Education - Online Learning
Cardinal Stritch University 1991 — 1993
MBA, Business - Masters
University of Wisconsin-Madison 1977 — 1981
BS, Education
CUNA Mutual Group October 2011 - Present
CUNA Mutual Group August 1986 - October 2011
Christys Landing 1995 - 2011
Skills
Insurance, Property & Casualty..., Liability, Underwriting, Sales, Health Insurance, Commercial Lines, Legal Liability, Commercial Insurance, Professional Liability, Risk Management, Workers Compensation, Process Improvement
Education
Capella University 2002 — 2004
Masters, Education - Online Learning
Cardinal Stritch University 1991 — 1993
MBA, Business - Masters
University of Wisconsin-Madison 1977 — 1981
BS, Education
Jodi Lasse's CUNA Mutual Group Experience September 2011 - Present
Job Senior Litigation Case Manager at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group September 2011 - Present
CUNA Mutual Group January 2008 - September 2011
Education
Cardinal Stritch University 2007 — 2011
Bachelors, Business Administration
CUNA Mutual Group September 2011 - Present
CUNA Mutual Group January 2008 - September 2011
Education
Cardinal Stritch University 2007 — 2011
Bachelors, Business Administration
Ira Dave Wilde's CUNA Mutual Group Experience August 2011 - 2012
Job
Industry Financial Services
Experience
CUNA Mutual Group August 2011 - 2012
Strategic Marketing Solutions June 2008 - September 2011
BloodSource April 2007 - April 2008
Heritage Community Credit Union November 1999 - February 2007
American River HealthPro Credit Union April 1997 - November 1999
Andermahr and Company April 1996 - April 1997
Skills
Team Building, Segmentation, Marketing Strategy, Customer Loyalty, Marketing Management, Integrated Marketing, Market Planning, Direct Marketing, B2C, Customer Acquisition, Brand Development, Marketing Communications, Budget Management, Strategic Planning, Multi-channel Marketing, Database Marketing, Email Marketing, Marketing Research, Direct Mail, Market Research, Product Marketing, Social Media Marketing, P&L Management, B2B Marketing, Lead Generation, Campaign Management, Relationship Marketing, Channel Marketing, Digital Marketing, Online Marketing, B2B, Competitive Analysis, Thought Leadership, Customer Retention, Strategy Development, Product Management, Brand Awareness, Product Development, Promotions, Online Advertising, SEO, Budgets, Strategy, Advertising, Marketing, Business Development, Leadership, Market Analysis
Education
California State University-Sacramento 1985 — 1990
Bachelors of Science, Business Administration - Finance, Insurance and Real Estate
MOEBS Pricing Institute 1996 — 1996
CUNA Mutual Group August 2011 - 2012
Strategic Marketing Solutions June 2008 - September 2011
BloodSource April 2007 - April 2008
Heritage Community Credit Union November 1999 - February 2007
American River HealthPro Credit Union April 1997 - November 1999
Andermahr and Company April 1996 - April 1997
Skills
Team Building, Segmentation, Marketing Strategy, Customer Loyalty, Marketing Management, Integrated Marketing, Market Planning, Direct Marketing, B2C, Customer Acquisition, Brand Development, Marketing Communications, Budget Management, Strategic Planning, Multi-channel Marketing, Database Marketing, Email Marketing, Marketing Research, Direct Mail, Market Research, Product Marketing, Social Media Marketing, P&L Management, B2B Marketing, Lead Generation, Campaign Management, Relationship Marketing, Channel Marketing, Digital Marketing, Online Marketing, B2B, Competitive Analysis, Thought Leadership, Customer Retention, Strategy Development, Product Management, Brand Awareness, Product Development, Promotions, Online Advertising, SEO, Budgets, Strategy, Advertising, Marketing, Business Development, Leadership, Market Analysis
Education
California State University-Sacramento 1985 — 1990
Bachelors of Science, Business Administration - Finance, Insurance and Real Estate
MOEBS Pricing Institute 1996 — 1996
Allen McClelland's CUNA Mutual Group Experience September 2002 - May 2005
Job CFO at Timbersled Products, Inc.
Industry Accounting
Experience
Timbersled Products, Inc. January 2015 - Present
Washington Trust Bank January 2007 - January 2015
Wells Fargo June 2005 - January 2007
CUNA Mutual Group September 2002 - May 2005
Merrill Lynch January 1998 - August 2002
Skills
Management, Customer Service, Commercial Lending, Strategic Planning, Finance, Team Building, Leadership, Commercial Banking, Public Speaking, Loans
Education
California State University Stanislaus 1996 — 1999
BS, Finance
Timbersled Products, Inc. January 2015 - Present
Washington Trust Bank January 2007 - January 2015
Wells Fargo June 2005 - January 2007
CUNA Mutual Group September 2002 - May 2005
Merrill Lynch January 1998 - August 2002
Skills
Management, Customer Service, Commercial Lending, Strategic Planning, Finance, Team Building, Leadership, Commercial Banking, Public Speaking, Loans
Education
California State University Stanislaus 1996 — 1999
BS, Finance
Maddy Johnson's CUNA Mutual Group Experience January 2009 - June 2010
Job Currently taking a break from the workforce to be a stayathome mom.
Industry Insurance
Experience
CUNA Mutual Group January 2009 - June 2010
CUNA Mutual Group September 2007 - January 2009
TEKsystems March 2007 - September 2007
HM Insurance Group August 2005 - October 2006
HM Insurance Group February 2005 - August 2005
Marsh January 2004 - November 2004
Skills
Program Management, Process Improvement
Education
University of Pittsburgh 2001 — 2003
Bachelor of Science in Business Administration, Human Resources and Organizational Behavior
Bryn Athyn College of the New Church 1999 — 2001
CUNA Mutual Group January 2009 - June 2010
CUNA Mutual Group September 2007 - January 2009
TEKsystems March 2007 - September 2007
HM Insurance Group August 2005 - October 2006
HM Insurance Group February 2005 - August 2005
Marsh January 2004 - November 2004
Skills
Program Management, Process Improvement
Education
University of Pittsburgh 2001 — 2003
Bachelor of Science in Business Administration, Human Resources and Organizational Behavior
Bryn Athyn College of the New Church 1999 — 2001
Nancy Grigas's CUNA Mutual Group Experience October 1994 - November 1999
Job Sales and Marketing Professional
Industry Real Estate
Experience
Richmond American Homes March 2005 - February 2008
Ryness Co. September 2002 - March 2005
Penwal Industries June 2000 - May 2001
CUNA Mutual Group October 1994 - November 1999
Skills
Marketing, Planning Commissioner,..., Sales, Selling, Sales Operations, Copywriting, Event Management, Loans, Trade Shows, Pricing, Product Development, Lead Generation, Training, Proposal Writing, Newsletters, Market Planning, Contract Negotiation, Customer Service, Negotiation, Marketing Strategy, Management, Leadership
Education
California State University-Fullerton 1980 — 1983
BA, Communications
Richmond American Homes March 2005 - February 2008
Ryness Co. September 2002 - March 2005
Penwal Industries June 2000 - May 2001
CUNA Mutual Group October 1994 - November 1999
Skills
Marketing, Planning Commissioner,..., Sales, Selling, Sales Operations, Copywriting, Event Management, Loans, Trade Shows, Pricing, Product Development, Lead Generation, Training, Proposal Writing, Newsletters, Market Planning, Contract Negotiation, Customer Service, Negotiation, Marketing Strategy, Management, Leadership
Education
California State University-Fullerton 1980 — 1983
BA, Communications
Luanne Vogel's CUNA Mutual Group Experience April 1986 - September 2007
Job Group Exercise Director at Supreme Health and Fitness
Industry Health, Wellness and Fitness
Experience
Supreme Health and Fitness August 2007 - Present
CUNA Mutual Group April 1986 - September 2007
Princeton Health Club October 1988 - August 2007
Skills
Fitness, Wellness, Strength Training, Fitness Training, Wellness Coaching, Yoga, Weight Training, Nutrition, Personal Training, Weight, Lifestyle, Operant Conditioning, Pilates, Public Speaking, Group Training, Healthcare, Cardio, Sports, Nutritional Counseling, Sports Nutrition, Functional Training, Endurance, Stress Management, Coaching, Aerobics, Weight Management, Sports Injuries, Boot Camp, Health Education, Wellbeing, Fitness Instruction, Lifestyle Coaching, Exercise Physiology, Kickboxing, Cpr Certified, Holistic Health, Employee Wellness, Toning, Nutrition Education, Athletic Training, Core Strength, Circuit Training, Rehabilitation, Corporations, Certified Group..., Kettlebells, Athletics, Fitness Consulting
Education
Cardinal Stritch University
MATC
Supreme Health and Fitness August 2007 - Present
CUNA Mutual Group April 1986 - September 2007
Princeton Health Club October 1988 - August 2007
Skills
Fitness, Wellness, Strength Training, Fitness Training, Wellness Coaching, Yoga, Weight Training, Nutrition, Personal Training, Weight, Lifestyle, Operant Conditioning, Pilates, Public Speaking, Group Training, Healthcare, Cardio, Sports, Nutritional Counseling, Sports Nutrition, Functional Training, Endurance, Stress Management, Coaching, Aerobics, Weight Management, Sports Injuries, Boot Camp, Health Education, Wellbeing, Fitness Instruction, Lifestyle Coaching, Exercise Physiology, Kickboxing, Cpr Certified, Holistic Health, Employee Wellness, Toning, Nutrition Education, Athletic Training, Core Strength, Circuit Training, Rehabilitation, Corporations, Certified Group..., Kettlebells, Athletics, Fitness Consulting
Education
Cardinal Stritch University
MATC
Patty Nicholson's CUNA Mutual Group Experience May 2008 - Present
Job Sr. Mgr, Product Managment at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group May 2008 - Present
CUNA Mutual Group 2004 - 2008
National Guardian Life Insurance Company 1999 - 2004
Skills
Product Management, Direct Marketing, Insurance, Product Marketing, Cross-functional Team..., Analytics, Business Analysis, Segmentation, Process Improvement, Competitive Analysis, Vendor Management, Strategy, Marketing Strategy, Strategic Planning, Leadership, Program Management, Project Management, Life Insurance, Marketing Management, Product Development, Management, Customer Service, Sales, Market Research, E-commerce, Marketing, Salesforce.com
Education
Edgewood College 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brooks College 1981 — 1982
Diploma, Fashion/Apparel Design
CUNA Mutual Group May 2008 - Present
CUNA Mutual Group 2004 - 2008
National Guardian Life Insurance Company 1999 - 2004
Skills
Product Management, Direct Marketing, Insurance, Product Marketing, Cross-functional Team..., Analytics, Business Analysis, Segmentation, Process Improvement, Competitive Analysis, Vendor Management, Strategy, Marketing Strategy, Strategic Planning, Leadership, Program Management, Project Management, Life Insurance, Marketing Management, Product Development, Management, Customer Service, Sales, Market Research, E-commerce, Marketing, Salesforce.com
Education
Edgewood College 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brooks College 1981 — 1982
Diploma, Fashion/Apparel Design
David Charland's CUNA Mutual Group Experience September 2011 - June 2014
Job Engagement Manager at CorvisaCloud
Industry Information Technology and Services
Experience
Corvisa June 2014 - Present
CUNA Mutual Group September 2011 - June 2014
Corporate Business Systems February 2011 - September 2011
Canon Business Solutions March 2009 - February 2011
DC Sales 2007 - 2009
IKON Office Solutions September 2005 - April 2007
Skills
Word, Excel, Power Point, OneNote, Sales, WebEx, Object Oriented Modeling, Salesforce.com, Nuance Ecopy, Uniflow, Westbrook Fortes, Equitrac, EMC-Documentum, Objectif Lune-Planet..., KOFAX, imageWARE, Print Fleet, Windows 7, Windows XP Professional, Windows 2000, Windows Vista, Android, Lean Manufacturing, ISO 9001:2000, Management, SharePoint, Leadership, XP, Training, Strategy, Project Management, B2B, Business Process, Marketing, Forecasting, CRM, Sales Process, Data Analysis, Solution Selling
Education
Cardinal Stritch University 2010 — 2015
Bachelor of Science (B.S.), Business Administration, 3.788
Corporate Visions Inc 2012 — 2012
Power Messaging
Requirements Quest 2011 — 2011
Producer, Business Analysis
Requirements Quest 2011 — 2011
Modeling Made Easy, Business Analysis
ISG Central Learning Zone 2007 — 2011
Canon USA - Accelerated Sales Foundations 2010 — 2010
Development Dimensions INT. INC 2010 — 2010
Developing Extraordinary Leaders / Canon Management Essential Skills
Dale Carnegie Training Sales Advantage 2005 — 2005
IKON University Steps to Success 2005 — 2005
Brian Tracy Focal Point and Counter Attack 2002 — 2002
Corvisa June 2014 - Present
CUNA Mutual Group September 2011 - June 2014
Corporate Business Systems February 2011 - September 2011
Canon Business Solutions March 2009 - February 2011
DC Sales 2007 - 2009
IKON Office Solutions September 2005 - April 2007
Skills
Word, Excel, Power Point, OneNote, Sales, WebEx, Object Oriented Modeling, Salesforce.com, Nuance Ecopy, Uniflow, Westbrook Fortes, Equitrac, EMC-Documentum, Objectif Lune-Planet..., KOFAX, imageWARE, Print Fleet, Windows 7, Windows XP Professional, Windows 2000, Windows Vista, Android, Lean Manufacturing, ISO 9001:2000, Management, SharePoint, Leadership, XP, Training, Strategy, Project Management, B2B, Business Process, Marketing, Forecasting, CRM, Sales Process, Data Analysis, Solution Selling
Education
Cardinal Stritch University 2010 — 2015
Bachelor of Science (B.S.), Business Administration, 3.788
Corporate Visions Inc 2012 — 2012
Power Messaging
Requirements Quest 2011 — 2011
Producer, Business Analysis
Requirements Quest 2011 — 2011
Modeling Made Easy, Business Analysis
ISG Central Learning Zone 2007 — 2011
Canon USA - Accelerated Sales Foundations 2010 — 2010
Development Dimensions INT. INC 2010 — 2010
Developing Extraordinary Leaders / Canon Management Essential Skills
Dale Carnegie Training Sales Advantage 2005 — 2005
IKON University Steps to Success 2005 — 2005
Brian Tracy Focal Point and Counter Attack 2002 — 2002
Paula Heath's CUNA Mutual Group Experience March 2010 - Present
Job Learning Consultant III at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group March 2010 - Present
CUNA Mutual Group May 2007 - March 2010
CUNA Mutual Group May 2006 - May 2007
CUNA Mutual Group March 2001 - May 2006
CUNA Mutual Group August 1997 - March 2001
Skills
Instructional Design, Performance Improvement, Needs Analysis, Captivate, Instructor-led Training, Coaching, Change Management, Software Training, Knowledge Management, Training Facilitation, Training, Program Management, Leadership Development, Hands-on Training, Leadership, Project Management, Team Building, Process Improvement, Insurance, Call Centers
Education
Capella University 2007 — 2011
Bachelor of Science in Business Administration, Business Administration, 4.00 Grade Point Average
Western Illinois University 1978 — 1982
Education
Butler University 1978 — 1978
Sauk Valley Community College 1977 — 1978
CUNA Mutual Group March 2010 - Present
CUNA Mutual Group May 2007 - March 2010
CUNA Mutual Group May 2006 - May 2007
CUNA Mutual Group March 2001 - May 2006
CUNA Mutual Group August 1997 - March 2001
Skills
Instructional Design, Performance Improvement, Needs Analysis, Captivate, Instructor-led Training, Coaching, Change Management, Software Training, Knowledge Management, Training Facilitation, Training, Program Management, Leadership Development, Hands-on Training, Leadership, Project Management, Team Building, Process Improvement, Insurance, Call Centers
Education
Capella University 2007 — 2011
Bachelor of Science in Business Administration, Business Administration, 4.00 Grade Point Average
Western Illinois University 1978 — 1982
Education
Butler University 1978 — 1978
Sauk Valley Community College 1977 — 1978
Cindy Kreis's CUNA Mutual Group Experience June 2007 - April 2014
Job Account Services Manager at Fox Premier Meetings and Incentives
Industry Events Services
Experience
Fox Premier Meetings and Incentives June 2012 - April 2014
CUNA Mutual Group June 2007 - April 2014
CUNA Mutual Group February 2004 - June 2007
Independent Order of Foresters May 2002 - December 2003
PunchStock January 2001 - January 2002
Home Savings Bank February 1994 - November 2000
Skills
Trade Shows, Event Planning, Venue Research, Location Intelligence, Contract Negotiation, Meeting Planning, Conference Planning, Budget Management, Corporate Events, Budgets
Education
Cardinal Stritch University
Bachelors, Business Management
Madison Area Technical College
Arts & Science Associates Degree, Photography
Fox Premier Meetings and Incentives June 2012 - April 2014
CUNA Mutual Group June 2007 - April 2014
CUNA Mutual Group February 2004 - June 2007
Independent Order of Foresters May 2002 - December 2003
PunchStock January 2001 - January 2002
Home Savings Bank February 1994 - November 2000
Skills
Trade Shows, Event Planning, Venue Research, Location Intelligence, Contract Negotiation, Meeting Planning, Conference Planning, Budget Management, Corporate Events, Budgets
Education
Cardinal Stritch University
Bachelors, Business Management
Madison Area Technical College
Arts & Science Associates Degree, Photography
Anne Gerke's CUNA Mutual Group Experience September 2001 - June 2009
Job Product & Training Specialist at Forte Research Systems, Inc.
Industry Computer Software
Experience
Forte Research Systems, Inc. January 2012 - Present
Edgewood College 2009 - 2014
Stoughton Area School District October 2009 - December 2011
CUNA Mutual Group September 2001 - June 2009
Skills
Customer Service, Team Leadership, Process Improvement, Change Management, Training, Account Management, Salesforce.com, CRM, Requirements Analysis, Software Documentation, Strategic Planning, Leadership, Strategy, Quality Assurance
Education
Edgewood College 2012 — 2014
Bachelor of Science (B.S.), Organization Behavior & Leadership
Cardinal Stritch University 2009 — 2012
Associate of Science (A.S.), Business
Forte Research Systems, Inc. January 2012 - Present
Edgewood College 2009 - 2014
Stoughton Area School District October 2009 - December 2011
CUNA Mutual Group September 2001 - June 2009
Skills
Customer Service, Team Leadership, Process Improvement, Change Management, Training, Account Management, Salesforce.com, CRM, Requirements Analysis, Software Documentation, Strategic Planning, Leadership, Strategy, Quality Assurance
Education
Edgewood College 2012 — 2014
Bachelor of Science (B.S.), Organization Behavior & Leadership
Cardinal Stritch University 2009 — 2012
Associate of Science (A.S.), Business
Joshua Moe's CUNA Mutual Group Experience August 2013 - Present
Job Manager, Credit Disability Claims
Industry Insurance
Experience
CUNA Mutual Group August 2013 - Present
CUNA Mutual Group October 2012 - August 2013
Walgreens January 2004 - September 2012
U.S. Army National Guard January 2000 - January 2006
Skills
Problem Solving, P&L, Training/Mentoring, Store Management, Supervisory Skills, Inventory Management, Loss Prevention, Customer Service, Shrink Control, Budgeting, Scheduling, Hiring, Merchandising, Firing, Purchasing, Microsoft Office, Customer Relations, Profit, Logistics, Documentation, Retail Purchasing, Relationship Marketing, Vendor Management, Budgets, Recruiting, Time Management, Human Resources, Leadership Development, Sales, Process Improvement, Shrinkage, Process Scheduler
Education
Cardinal Stritch University 2010 — 2012
MBA, Masters of Business Administration
University of Wisconsin-Madison 2001 — 2004
Bachelor of Science, Biology
University of Wisconsin-Stout 1998 — 2001
N/A, Generals
CUNA Mutual Group August 2013 - Present
CUNA Mutual Group October 2012 - August 2013
Walgreens January 2004 - September 2012
U.S. Army National Guard January 2000 - January 2006
Skills
Problem Solving, P&L, Training/Mentoring, Store Management, Supervisory Skills, Inventory Management, Loss Prevention, Customer Service, Shrink Control, Budgeting, Scheduling, Hiring, Merchandising, Firing, Purchasing, Microsoft Office, Customer Relations, Profit, Logistics, Documentation, Retail Purchasing, Relationship Marketing, Vendor Management, Budgets, Recruiting, Time Management, Human Resources, Leadership Development, Sales, Process Improvement, Shrinkage, Process Scheduler
Education
Cardinal Stritch University 2010 — 2012
MBA, Masters of Business Administration
University of Wisconsin-Madison 2001 — 2004
Bachelor of Science, Biology
University of Wisconsin-Stout 1998 — 2001
N/A, Generals
Brad Neumann's CUNA Mutual Group Experience May 2014 - Present
Job Risk Management Service Manager at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group May 2014 - Present
CUNA Mutual Group August 2008 - May 2014
CUNA Mutual Group 2005 - July 2008
CUNA Mutual Group 2002 - 2005
CUNA Mutual Group 1999 - 2002
CUNA Mutual Group 1998 - 1999
CUNA Mutual Group 1991 - 1998
CUNA Mutual Group April 1989 - 1991
Heartland Credit Union 1986 - March 1989
Skills
Insurance, Credit Unions, Property & Casualty..., Underwriting, Strategic Planning, Process Improvement, Marketing Communications, Cross-functional Team..., Relationship Management, Leadership, Training, Marketing Strategy, Risk Management, Marketing, Vendor Management, Business Analysis
Education
Cardinal Stritch University 1995 — 1997
Bachelor of Science, Business Administration
University of Wisconsin-Madison 1982 — 1986
Communications
Oconomowoc High School
CUNA Mutual Group May 2014 - Present
CUNA Mutual Group August 2008 - May 2014
CUNA Mutual Group 2005 - July 2008
CUNA Mutual Group 2002 - 2005
CUNA Mutual Group 1999 - 2002
CUNA Mutual Group 1998 - 1999
CUNA Mutual Group 1991 - 1998
CUNA Mutual Group April 1989 - 1991
Heartland Credit Union 1986 - March 1989
Skills
Insurance, Credit Unions, Property & Casualty..., Underwriting, Strategic Planning, Process Improvement, Marketing Communications, Cross-functional Team..., Relationship Management, Leadership, Training, Marketing Strategy, Risk Management, Marketing, Vendor Management, Business Analysis
Education
Cardinal Stritch University 1995 — 1997
Bachelor of Science, Business Administration
University of Wisconsin-Madison 1982 — 1986
Communications
Oconomowoc High School
Ryan Petersohn's CUNA Mutual Group Experience July 2006 - October 2008
Job Financial Professional
Industry Financial Services
Experience
Independent Financial Services June 2012 - Present
AXA Advisors, LLC May 2011 - June 2012
CUNA Mutual Group July 2006 - October 2008
Skills
Sales, Finance, Life Insurance, College Savings Plans, Retirement Planning, Investments, Variable Annuities, Mutual Funds, Financial Services, 401k, Disability Insurance, Asset Allocation, Long-term Care, Health Insurance, Series 7, Series 66, Microsoft Excel
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
MBA, Finance
Bradley University 2000 — 2004
BS, Finance
Independent Financial Services June 2012 - Present
AXA Advisors, LLC May 2011 - June 2012
CUNA Mutual Group July 2006 - October 2008
Skills
Sales, Finance, Life Insurance, College Savings Plans, Retirement Planning, Investments, Variable Annuities, Mutual Funds, Financial Services, 401k, Disability Insurance, Asset Allocation, Long-term Care, Health Insurance, Series 7, Series 66, Microsoft Excel
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
MBA, Finance
Bradley University 2000 — 2004
BS, Finance
Kim X. Erdmann's CUNA Mutual Group Experience January 1999 - January 2001
Job Project Analyst Senior at American Transmission Company
Industry Utilities
Experience
American Transmission Company January 2007 - Present
Natural Farms Inc January 2002 - December 2006
North Farm Cooperative January 2001 - January 2002
CUNA Mutual Group January 1999 - January 2001
Stainless Steel Fabricating, Inc January 1996 - January 1999
Wisconsin Physicians Service January 1990 - January 1996
Skills
Project Planning, Risk Management, Project Management, Contract Management, Construction, MS Project, Energy, Contract Negotiation, Construction Management, Strategic Planning, Engineering, Continuous Improvement, Primavera P6, Auditing, Budgets, Procurement, Power Plants, Power Generation, Renewable Energy, Analysis, Earned Value Management, Project Engineering, Nuclear
Education
Cardinal Stritch University 1992 — 1993
Master's of Business Administration
University of Missouri-Kansas City 1984 — 1984
Bachelors of Business Administration Degree, Operations Management and Finance
University of Wisconsin-Oshkosh
American Transmission Company January 2007 - Present
Natural Farms Inc January 2002 - December 2006
North Farm Cooperative January 2001 - January 2002
CUNA Mutual Group January 1999 - January 2001
Stainless Steel Fabricating, Inc January 1996 - January 1999
Wisconsin Physicians Service January 1990 - January 1996
Skills
Project Planning, Risk Management, Project Management, Contract Management, Construction, MS Project, Energy, Contract Negotiation, Construction Management, Strategic Planning, Engineering, Continuous Improvement, Primavera P6, Auditing, Budgets, Procurement, Power Plants, Power Generation, Renewable Energy, Analysis, Earned Value Management, Project Engineering, Nuclear
Education
Cardinal Stritch University 1992 — 1993
Master's of Business Administration
University of Missouri-Kansas City 1984 — 1984
Bachelors of Business Administration Degree, Operations Management and Finance
University of Wisconsin-Oshkosh
Patrick Ostrander's CUNA Mutual Group Experience June 2007 - July 2009
Job Financial Professional
Industry Financial Services
Experience
Cummins, Inc 2011 - 2013
CUNA Mutual Group June 2007 - July 2009
Countrywide Financial July 2006 - June 2007
Washington Mutual June 2005 - May 2006
ICREST 2004 - 2005
Honda Trading 2001 - 2004
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Variance Analysis, Finance, Analysis, Banking, Commercial Banking, Budget Forecasts, Financial Forecasting, Cash Flow Forecasting, Strategic Planning, Benefit Cost Analysis, Performance Benchmarking, Planning Budgeting &..., M&A analysis, M&A Modeling, Capital Markets, Credit Risk, Financial Risk..., Certified Management...
Education
Thunderbird School of Global Management 1999 — 2001
MBA, Finance
Bucknell University 1991 — 1995
Bachelor's degree, International Relations and Affairs/Japanese
Cummins, Inc 2011 - 2013
CUNA Mutual Group June 2007 - July 2009
Countrywide Financial July 2006 - June 2007
Washington Mutual June 2005 - May 2006
ICREST 2004 - 2005
Honda Trading 2001 - 2004
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Variance Analysis, Finance, Analysis, Banking, Commercial Banking, Budget Forecasts, Financial Forecasting, Cash Flow Forecasting, Strategic Planning, Benefit Cost Analysis, Performance Benchmarking, Planning Budgeting &..., M&A analysis, M&A Modeling, Capital Markets, Credit Risk, Financial Risk..., Certified Management...
Education
Thunderbird School of Global Management 1999 — 2001
MBA, Finance
Bucknell University 1991 — 1995
Bachelor's degree, International Relations and Affairs/Japanese
Kim Erdmann's CUNA Mutual Group Experience January 1999 - January 2001
Job Sr Project Controls Analyst at Pacific Gas & Electric
Industry Utilities
Experience
Pacific Gas & Electric April 2014 - Present
American Transmission Company January 2007 - April 2014
Natural Farms Inc January 2002 - December 2006
North Farm Cooperative January 2001 - January 2002
CUNA Mutual Group January 1999 - January 2001
Stainless Steel Fabricating, Inc January 1996 - January 1999
Wisconsin Physicians Service January 1990 - January 1996
Skills
Budgets, Management, Continuous Improvement, Cash Flow Forecasting, Forecasting, Contract Management, Accounting, Project Management, Project Planning, Construction, Strategic Planning, Program Management, Financial Analysis, Financial Reporting, Process Improvement, Microsoft Office, Change Management, General Ledger, Auditing, Analysis, Engineering, MS Project, Energy, Risk Management, Manufacturing, Procurement, Smart Grid, Contract Negotiation, Nuclear, Renewable Energy, NERC, Process Scheduler, Power Generation, Primavera P6, Microsoft Project, Project Control, Electric Power, Construction Management, Project Engineering, Power Plants, Power Distribution
Education
Cardinal Stritch University 1991 — 1993
Master's of Business Administration
University of Missouri-Kansas City 1985 — 1986
Paralegal Certificate, Legal Assistant/Paralegal
University of Wisconsin-Oshkosh 1980 — 1984
BBA, Operations Management and Finance
Pacific Gas & Electric April 2014 - Present
American Transmission Company January 2007 - April 2014
Natural Farms Inc January 2002 - December 2006
North Farm Cooperative January 2001 - January 2002
CUNA Mutual Group January 1999 - January 2001
Stainless Steel Fabricating, Inc January 1996 - January 1999
Wisconsin Physicians Service January 1990 - January 1996
Skills
Budgets, Management, Continuous Improvement, Cash Flow Forecasting, Forecasting, Contract Management, Accounting, Project Management, Project Planning, Construction, Strategic Planning, Program Management, Financial Analysis, Financial Reporting, Process Improvement, Microsoft Office, Change Management, General Ledger, Auditing, Analysis, Engineering, MS Project, Energy, Risk Management, Manufacturing, Procurement, Smart Grid, Contract Negotiation, Nuclear, Renewable Energy, NERC, Process Scheduler, Power Generation, Primavera P6, Microsoft Project, Project Control, Electric Power, Construction Management, Project Engineering, Power Plants, Power Distribution
Education
Cardinal Stritch University 1991 — 1993
Master's of Business Administration
University of Missouri-Kansas City 1985 — 1986
Paralegal Certificate, Legal Assistant/Paralegal
University of Wisconsin-Oshkosh 1980 — 1984
BBA, Operations Management and Finance
Holly Lackey's CUNA Mutual Group Experience June 2008 - Present
Job Product Manager at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group June 2008 - Present
CUNA Mutual Group June 2005 - June 2008
CUNA Mutual Group June 1997 - June 2005
CUNA Mutual Group June 1987 - June 1997
Members Life Insurance June 1977 - June 1987
Skills
General Insurance, Product Management, Requirements Gathering, Business Requirements, Product Development, Life Insurance, Process Improvement, Human Resources, Project Planning, Volunteering, Office Administration, Business Process..., Event Planning, Events Coordination
Education
Brookhaven Community College
R L Turner
CUNA Mutual Group June 2008 - Present
CUNA Mutual Group June 2005 - June 2008
CUNA Mutual Group June 1997 - June 2005
CUNA Mutual Group June 1987 - June 1997
Members Life Insurance June 1977 - June 1987
Skills
General Insurance, Product Management, Requirements Gathering, Business Requirements, Product Development, Life Insurance, Process Improvement, Human Resources, Project Planning, Volunteering, Office Administration, Business Process..., Event Planning, Events Coordination
Education
Brookhaven Community College
R L Turner
Peter Dutcher's CUNA Mutual Group Experience January 2006 - September 2010
Job Experienced Financial Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2012 - Present
CUNA Mutual Group January 2006 - September 2010
Edward Jones March 1999 - December 2005
Skills
Retirement Planning
Education
Bryant University 1986 — 1990
BS, Business Administration
Bank of America Merrill Lynch February 2012 - Present
CUNA Mutual Group January 2006 - September 2010
Edward Jones March 1999 - December 2005
Skills
Retirement Planning
Education
Bryant University 1986 — 1990
BS, Business Administration
Steve Christy's CUNA Mutual Group Experience July 2011 - December 2011
Job Retired
Industry Insurance
Experience
PerformanceClaims February 2012 - June 2013
CUNA Mutual Group July 2011 - December 2011
CUNA Mutual Group March 2006 - July 2011
Saint Joseph Hospital of Orange October 1979 - July 1984
Skills
Property & Casualty..., Workers Compensation, Automobile Claims, Insurance, Claims Management, Compliance, Process Improvement, Risk Management, Team Building
Education
California State University-Fullerton 1973 — 1977
Bachelor of Arts, Linguistics
PerformanceClaims February 2012 - June 2013
CUNA Mutual Group July 2011 - December 2011
CUNA Mutual Group March 2006 - July 2011
Saint Joseph Hospital of Orange October 1979 - July 1984
Skills
Property & Casualty..., Workers Compensation, Automobile Claims, Insurance, Claims Management, Compliance, Process Improvement, Risk Management, Team Building
Education
California State University-Fullerton 1973 — 1977
Bachelor of Arts, Linguistics
James Zilinski's CUNA Mutual Group Experience 2006 - 2011
Job Retired CEO Berkshire life
Industry Financial Services
Experience
retired DirectorCUNA Mutual GroupJuly 2006 - Present
Bottomline Technologies 1994 - Present
CUNA Mutual Group 2006 - 2011
Berkshire Life 1995 - 2004
New England Investment Companies / N.E. Securities Corp. 1993 - 1994
New England Financial 1983 - 1994
Education
Bowling Green State University 1961 — 1965
bs/ba, business
retired DirectorCUNA Mutual GroupJuly 2006 - Present
Bottomline Technologies 1994 - Present
CUNA Mutual Group 2006 - 2011
Berkshire Life 1995 - 2004
New England Investment Companies / N.E. Securities Corp. 1993 - 1994
New England Financial 1983 - 1994
Education
Bowling Green State University 1961 — 1965
bs/ba, business
Diane Schwartz, QPA, QKA's CUNA Mutual Group Experience June 2007 - May 2013
Job Administrator at Retirement, LLC
Industry Financial Services
Experience
Retirement, LLC March 2014 - Present
CUNA Mutual Group June 2007 - May 2013
Karel-Gordon & Associates January 2007 - June 2007
SVA Retirement Plan Services, LLC 2004 - 2006
Town of Raymond April 1994 - April 2004
Racine Pen-Tax, Inc. January 1989 - June 2003
DeMark, Kolbe & Brodek 1990 - 1991
Emjay Corporation April 1981 - August 1988
Skills
Retirement, ERISA, Defined Benefit, Defined Contribution, Relationship Management, Qualified Retirement...
Education
Cardinal Stritch University 1985 — 1988
BS, Business Admin
Gateway Technical College 1978 — 1980
Associate's degree, Accounting, 3.95 GPA
Retirement, LLC March 2014 - Present
CUNA Mutual Group June 2007 - May 2013
Karel-Gordon & Associates January 2007 - June 2007
SVA Retirement Plan Services, LLC 2004 - 2006
Town of Raymond April 1994 - April 2004
Racine Pen-Tax, Inc. January 1989 - June 2003
DeMark, Kolbe & Brodek 1990 - 1991
Emjay Corporation April 1981 - August 1988
Skills
Retirement, ERISA, Defined Benefit, Defined Contribution, Relationship Management, Qualified Retirement...
Education
Cardinal Stritch University 1985 — 1988
BS, Business Admin
Gateway Technical College 1978 — 1980
Associate's degree, Accounting, 3.95 GPA
David Burtrum's CUNA Mutual Group Experience June 2000 - March 2009
Job Insurance Agent
Industry Insurance
Experience
UnitedHealthcare July 2007 - Present
Self-employed June 1996 - Present
CUNA Mutual Group June 2000 - March 2009
Bankers Life and Casualty Company June 1996 - September 2000
Education
California State University-Fullerton 1979 — 1981
Biology, General
UnitedHealthcare July 2007 - Present
Self-employed June 1996 - Present
CUNA Mutual Group June 2000 - March 2009
Bankers Life and Casualty Company June 1996 - September 2000
Education
California State University-Fullerton 1979 — 1981
Biology, General
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO