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
Narendra Chennamsetty Narendra Chennamsetty's CUNA Mutual Group Experience August 2007 - May 2009
Job Big Data Consultant, Hadoop Consultant
Industry Information Technology and Services
Experience
Audi Financial Services/ Volkswagen Credit Inc., July 2012 - Present
Direct Energy May 2011 - June 2012
Baltimore Gas & Electric June 2009 - May 2011
CUNA Mutual Group August 2007 - May 2009
Jet Support Services Inc. - JSSI November 2006 - August 2007
EDS, an HP Company September 2005 - October 2006
Skills
Hadoop, MapReduce, Java, Java Enterprise Edition, Python, Apache Pig, Hive, Apache Spark, ESB, SOA, Integration, Flume, Agile Methodologies, SOAP, EAI, SDLC, XML, Enterprise Architecture, BPM, Objective-C, Ruby on Rails, SQL database design, Data Mining, ASP.NET MVC, Web Services, Oracle, Solution Architecture, C#, WCF, BizTalk Server 2010, SharePoint, Microsoft SQL Server, SQL, Requirements Analysis, Software Development, Business Analysis, .NET, Consulting
Education
Carnegie Mellon University
Master of Science (MS), Information Technology & Management
University of Missouri-Rolla 2002 — 2004
Master of Science, Mechanical Engineering
Audi Financial Services/ Volkswagen Credit Inc., July 2012 - Present
Direct Energy May 2011 - June 2012
Baltimore Gas & Electric June 2009 - May 2011
CUNA Mutual Group August 2007 - May 2009
Jet Support Services Inc. - JSSI November 2006 - August 2007
EDS, an HP Company September 2005 - October 2006
Skills
Hadoop, MapReduce, Java, Java Enterprise Edition, Python, Apache Pig, Hive, Apache Spark, ESB, SOA, Integration, Flume, Agile Methodologies, SOAP, EAI, SDLC, XML, Enterprise Architecture, BPM, Objective-C, Ruby on Rails, SQL database design, Data Mining, ASP.NET MVC, Web Services, Oracle, Solution Architecture, C#, WCF, BizTalk Server 2010, SharePoint, Microsoft SQL Server, SQL, Requirements Analysis, Software Development, Business Analysis, .NET, Consulting
Education
Carnegie Mellon University
Master of Science (MS), Information Technology & Management
University of Missouri-Rolla 2002 — 2004
Master of Science, Mechanical Engineering
Dawana Fillmore Dawana Fillmore's CUNA Mutual Group Experience September 2006 - September 2010
Job Underwriting Associate at Nalico General
Industry Insurance
Experience
Nalico General December 2014 - Present
MHMR of Tarrant County April 2013 - November 2014
GEICO March 2012 - November 2012
CUNA Mutual Group September 2006 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Typing, Ten Key, Data Entry, AS400 system, General Office Skills, Payroll, Windows, Strategic Planning, Customer Service, PowerPoint, Research, Call Centers, Access, Claim, Claims Handling, Commercial Insurance, Communication, Insurance, Leadership, Training, Property, Time Management, Process Improvement, General Insurance
Education
Colorado Technical University 2010 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Nalico General December 2014 - Present
MHMR of Tarrant County April 2013 - November 2014
GEICO March 2012 - November 2012
CUNA Mutual Group September 2006 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Typing, Ten Key, Data Entry, AS400 system, General Office Skills, Payroll, Windows, Strategic Planning, Customer Service, PowerPoint, Research, Call Centers, Access, Claim, Claims Handling, Commercial Insurance, Communication, Insurance, Leadership, Training, Property, Time Management, Process Improvement, General Insurance
Education
Colorado Technical University 2010 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Caleb Olson Caleb Olson's CUNA Mutual Group Experience June 2014 - August 2014
Job Student at University of Eau Claire, Wisconsin
Industry Computer Software
Experience
CUNA Mutual Group June 2014 - August 2014
Education
University of Eau Claire, Wisconsin 2012 — 2015
Computer Software Engineering
Century College 2010 — 2010
CUNA Mutual Group June 2014 - August 2014
Education
University of Eau Claire, Wisconsin 2012 — 2015
Computer Software Engineering
Century College 2010 — 2010
Hefty Curtis Hefty Curtis's CUNA Mutual Group Experience March 1998 - August 2007
Job Senior Peoplesoft Systems Analyst at UW Health
Industry Hospital & Health Care
Experience
UW Health August 2007 - Present
CUNA Mutual Group March 1998 - August 2007
CUNA Mutual Group March 1998 - August 2007
Skills
Oracle, SQL, PeopleSoft, PeopleCode, SQR
Education
Carroll College 1986 — 1990
Bachelor of Science (BS), Computer Science
UW Health August 2007 - Present
CUNA Mutual Group March 1998 - August 2007
CUNA Mutual Group March 1998 - August 2007
Skills
Oracle, SQL, PeopleSoft, PeopleCode, SQR
Education
Carroll College 1986 — 1990
Bachelor of Science (BS), Computer Science
Elizabeth Fox-Corbett's CUNA Mutual Group Experience November 2009 - July 2011
Job Archivist/Librarian
Industry Libraries
Experience
The Winthrop Group July 2014 - Present
Pitney Bowes Software February 2012 - February 2014
CUNA Mutual Group November 2009 - July 2011
Wisconsin Historical Society August 2009 - August 2010
University of Louisville February 2008 - June 2009
Celebreeze & Associates August 2005 - January 2007
Skills
Library Instruction, Cataloging, Archives, Library, Technical Writing, Library Research, Research, Grant Writing, Community Outreach, Social Media, Photoshop, Data Analysis, Metadata, Library Science, Online Research, Editing, Content Management, Blogging, Analysis, History, Public Speaking, Databases, SQL, HTML, PowerPoint, Copy Editing, CSS, Adobe Acrobat, Microsoft Office, Information Retrieval, Teaching
Education
University of Wisconsin-Madison 2009 — 2011
MA, Library & Information Studies, Archives & Records Administration
Clarion University of Pennsylvania 2000 — 2005
BA, English
The Winthrop Group July 2014 - Present
Pitney Bowes Software February 2012 - February 2014
CUNA Mutual Group November 2009 - July 2011
Wisconsin Historical Society August 2009 - August 2010
University of Louisville February 2008 - June 2009
Celebreeze & Associates August 2005 - January 2007
Skills
Library Instruction, Cataloging, Archives, Library, Technical Writing, Library Research, Research, Grant Writing, Community Outreach, Social Media, Photoshop, Data Analysis, Metadata, Library Science, Online Research, Editing, Content Management, Blogging, Analysis, History, Public Speaking, Databases, SQL, HTML, PowerPoint, Copy Editing, CSS, Adobe Acrobat, Microsoft Office, Information Retrieval, Teaching
Education
University of Wisconsin-Madison 2009 — 2011
MA, Library & Information Studies, Archives & Records Administration
Clarion University of Pennsylvania 2000 — 2005
BA, English
Ryan Verity Ryan Verity's CUNA Mutual Group Experience May 2013 - Present
Job Business System Consultant at CUNA
Industry Financial Services
Experience
CUNA Mutual Group May 2013 - Present
PLS Financial Services July 2011 - May 2013
Evolution Software, LLC November 2010 - July 2011
Encore June 2010 - November 2010
Punch! Software November 2007 - June 2010
Enercon Engineering, Inc. 2002 - 2005
GE 2000 - 2001
Skills
C++, C#, SQL, .NET, Software Development, TFS, ASP.NET, Visual Studio, WinForms, T-SQL, Web Services, MSBuild, Stored Procedures, Java, Linux, Databases, Software Project..., Database Design, Microsoft SQL Server, Visual Basic, Agile Methodologies, IIS
Education
Carroll College 2009 — 2011
Bachelor of Science, Computer Science
Illinois State University 2004 — 2007
Computer Science
CUNA Mutual Group May 2013 - Present
PLS Financial Services July 2011 - May 2013
Evolution Software, LLC November 2010 - July 2011
Encore June 2010 - November 2010
Punch! Software November 2007 - June 2010
Enercon Engineering, Inc. 2002 - 2005
GE 2000 - 2001
Skills
C++, C#, SQL, .NET, Software Development, TFS, ASP.NET, Visual Studio, WinForms, T-SQL, Web Services, MSBuild, Stored Procedures, Java, Linux, Databases, Software Project..., Database Design, Microsoft SQL Server, Visual Basic, Agile Methodologies, IIS
Education
Carroll College 2009 — 2011
Bachelor of Science, Computer Science
Illinois State University 2004 — 2007
Computer Science
Rose Kraemer, PMP Rose Kraemer, PMP's CUNA Mutual Group Experience May 2007 - October 2008
Job IT Strategist | Program Manager | Process Improvement Specialist
Industry Information Technology and Services
Experience
American Family Insurance June 2015 - Present
Beacon Midwest July 2013 - June 2015
SVA March 2009 - May 2013
PMI Madison July 2008 - December 2012
CUNA Mutual Group May 2007 - October 2008
University of Wisconsin Hospital and Clinics June 2003 - May 2007
Mercy Medical Center September 2001 - September 2002
Palisade Systems October 2000 - August 2001
ACT April 1999 - September 2000
Intermec Technologies May 1988 - April 1999
Skills
Process Improvement, Business Analysis, Strategic Planning, Project Management, Program Management, PMO, Change Management, Risk Management, Information Technology, Healthcare Information..., Vendor Management, SDLC, Software Project..., Business Intelligence, CRM, IT Strategy, Business Process, Software Development
Education
University of Wisconsin-Madison - School of Business 2007 — 2008
Business Executive Education
University of Iowa 1988 — 1992
M.A., Business Administration
Clarke University 1980 — 1984
B.S., Computer Science
American Family Insurance June 2015 - Present
Beacon Midwest July 2013 - June 2015
SVA March 2009 - May 2013
PMI Madison July 2008 - December 2012
CUNA Mutual Group May 2007 - October 2008
University of Wisconsin Hospital and Clinics June 2003 - May 2007
Mercy Medical Center September 2001 - September 2002
Palisade Systems October 2000 - August 2001
ACT April 1999 - September 2000
Intermec Technologies May 1988 - April 1999
Skills
Process Improvement, Business Analysis, Strategic Planning, Project Management, Program Management, PMO, Change Management, Risk Management, Information Technology, Healthcare Information..., Vendor Management, SDLC, Software Project..., Business Intelligence, CRM, IT Strategy, Business Process, Software Development
Education
University of Wisconsin-Madison - School of Business 2007 — 2008
Business Executive Education
University of Iowa 1988 — 1992
M.A., Business Administration
Clarke University 1980 — 1984
B.S., Computer Science
Eric Hodnefield Eric Hodnefield's CUNA Mutual Group Experience June 2000 - June 2004
Job Senior Vice President and Sales Manager at Finance Factors, Ltd.
Industry Banking
Experience
Finance Factors, Ltd. June 2006 - Present
Hickam Federal Credit Union June 2004 - June 2006
CUNA Mutual Group June 2000 - June 2004
Finance Factors, Ltd. February 1987 - June 2000
Skills
Mortgage Lending, Loans, Refinance, Credit Analysis, Banking, Mortgage Banking, FHA, Sales, VA loans, USDA, Credit, Reverse Mortgages, Loan Origination, Mortgage Underwriting, Commercial Lending, Residential Mortgages, Government Loans, FHA financing
Education
Chaminade University of Honolulu
MBA, Business/Commerce, General
University of Hawaii at Manoa
Bachelor of Arts (B.A.), Economics
Pacific Coast Banking School
Kapaa High School
Finance Factors, Ltd. June 2006 - Present
Hickam Federal Credit Union June 2004 - June 2006
CUNA Mutual Group June 2000 - June 2004
Finance Factors, Ltd. February 1987 - June 2000
Skills
Mortgage Lending, Loans, Refinance, Credit Analysis, Banking, Mortgage Banking, FHA, Sales, VA loans, USDA, Credit, Reverse Mortgages, Loan Origination, Mortgage Underwriting, Commercial Lending, Residential Mortgages, Government Loans, FHA financing
Education
Chaminade University of Honolulu
MBA, Business/Commerce, General
University of Hawaii at Manoa
Bachelor of Arts (B.A.), Economics
Pacific Coast Banking School
Kapaa High School
Cindi Hill, CFP®, CRPC® Cindi Hill, CFP®, CRPC®'s CUNA Mutual Group Experience March 1992 - Present
Job Retirement Planning Consultant at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group March 1992 - Present
Skills
Retirement Planning, IRA's, Retirement, Social Security Planning, IRAs, Securities, Financial Advisory, Series 7, Finance, Social Security, Strategic Financial..., Mutual Funds, Series 63, Retirement Plan..., 401k, Variable Annuities, Wealth Management, Estate Planning, Investment Advisory, Uniform Combined State..., Financial Planners, Asset Allocation
Education
Simpson College 1987 — 1991
BA, Accounting
College for Financial Planning
Chartered Retirement Planning Counselor
CUNA Mutual Group March 1992 - Present
Skills
Retirement Planning, IRA's, Retirement, Social Security Planning, IRAs, Securities, Financial Advisory, Series 7, Finance, Social Security, Strategic Financial..., Mutual Funds, Series 63, Retirement Plan..., 401k, Variable Annuities, Wealth Management, Estate Planning, Investment Advisory, Uniform Combined State..., Financial Planners, Asset Allocation
Education
Simpson College 1987 — 1991
BA, Accounting
College for Financial Planning
Chartered Retirement Planning Counselor
Ryan Kopina Ryan Kopina's CUNA Mutual Group Experience August 2005 - June 2008
Job Software Engineer in Test at kCura
Industry Financial Services
Experience
kCura October 2014 - Present
Morningstar November 2013 - October 2014
BlackBerry March 2012 - August 2013
Research in Motion June 2008 - March 2012
CUNA Mutual Group August 2005 - June 2008
Skills
Java, C++, SQL, Robot Framework, Blackberry, Scrum, Testing, Maven, Software Engineering, REST, Mobile Devices, XML, Perl, Linux, Test Automation, Android, Shell Scripting, Eclipse, Subversion, Test Cases, Operating Systems, Software Design, Mobile Applications, Quality Center, Software Development, Telecommunications, Unix, JUnit, TCP/IP, Git, Python, Object Oriented Design, Agile Methodologies, SOAP, Software Quality..., Test Planning, Regression Testing, Debugging, Ant, Web Services, Tomcat, Bash, System Testing, Agile Project Management
Education
Carthage College 2001 — 2005
Bachelor of Arts in Computer Science, Computer Science, Math
kCura October 2014 - Present
Morningstar November 2013 - October 2014
BlackBerry March 2012 - August 2013
Research in Motion June 2008 - March 2012
CUNA Mutual Group August 2005 - June 2008
Skills
Java, C++, SQL, Robot Framework, Blackberry, Scrum, Testing, Maven, Software Engineering, REST, Mobile Devices, XML, Perl, Linux, Test Automation, Android, Shell Scripting, Eclipse, Subversion, Test Cases, Operating Systems, Software Design, Mobile Applications, Quality Center, Software Development, Telecommunications, Unix, JUnit, TCP/IP, Git, Python, Object Oriented Design, Agile Methodologies, SOAP, Software Quality..., Test Planning, Regression Testing, Debugging, Ant, Web Services, Tomcat, Bash, System Testing, Agile Project Management
Education
Carthage College 2001 — 2005
Bachelor of Arts in Computer Science, Computer Science, Math
Dana D. Shutters, CCEP, CIOP, CUDE, LSSBB, MIBA Dana D. Shutters, CCEP, CIOP, CUDE, LSSBB, MIBA's CUNA Mutual Group Experience March 2005 - July 2010
Job Vice President, Operational Excellence at Selective Insurance
Industry Insurance
Experience
Selective Insurance November 2010 - Present
CUNA Mutual Group March 2005 - July 2010
Fireman's Fund Insurance Company October 1998 - December 2004
AIG November 1997 - September 1998
CNA Insurance October 1980 - October 1997
Skills
Insurance, Workers Compensation, Vendor Management, Process Improvement, Business Process..., Business Analysis, Strategic Planning, Program Management, Change Management, Commercial Lines, Budgets, Project Management
Education
Central Piedmont Community College 1985 — 1986
Certification, Insurance
Queens University of Charlotte 1980 — 1984
Business Administration, Management and Operations
Selective Insurance November 2010 - Present
CUNA Mutual Group March 2005 - July 2010
Fireman's Fund Insurance Company October 1998 - December 2004
AIG November 1997 - September 1998
CNA Insurance October 1980 - October 1997
Skills
Insurance, Workers Compensation, Vendor Management, Process Improvement, Business Process..., Business Analysis, Strategic Planning, Program Management, Change Management, Commercial Lines, Budgets, Project Management
Education
Central Piedmont Community College 1985 — 1986
Certification, Insurance
Queens University of Charlotte 1980 — 1984
Business Administration, Management and Operations
Christine Jersild Christine Jersild's CUNA Mutual Group Experience November 2010 - Present
Job Marketing Manager at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group November 2010 - Present
Oriel STAT A MATRIX May 2000 - November 2010
American Girl January 1992 - March 2000
Broadjam 2000 - 2000
Morgan Stanley Smith Barney May 1984 - January 1991
Skills
Cross-functional Team..., Corporate Communications, Copywriting, Process Improvement, Public Relations, Strategy, Advertising, Marketing, Sales, Direct Marketing, Social Media Marketing, Email Marketing, Team Leadership, Marketing Strategy, Social Media, Customer Service, Marketing Communications, Corporate Branding, Change Management, Strategic Planning, Project Management, Market Planning, B2B, Program Management, Six Sigma, Leadership, Team Building, Marketing Management, Digital Marketing, SEO, Web Analytics, Press Releases, Multi-channel Marketing, Integrated Marketing, Product Marketing, CRM, Market Research, Brand Management, B2B Marketing, Lead Generation, Online Marketing, Direct Mail, Database Marketing, Newsletters, Brand Development, Marketing Research, Competitive Analysis, Product Launch, Segmentation, Credit Unions
Education
Colorado State University 1980 — 1984
LGM6
Graduating Class 6
Neenah High School
CUNA Mutual Group November 2010 - Present
Oriel STAT A MATRIX May 2000 - November 2010
American Girl January 1992 - March 2000
Broadjam 2000 - 2000
Morgan Stanley Smith Barney May 1984 - January 1991
Skills
Cross-functional Team..., Corporate Communications, Copywriting, Process Improvement, Public Relations, Strategy, Advertising, Marketing, Sales, Direct Marketing, Social Media Marketing, Email Marketing, Team Leadership, Marketing Strategy, Social Media, Customer Service, Marketing Communications, Corporate Branding, Change Management, Strategic Planning, Project Management, Market Planning, B2B, Program Management, Six Sigma, Leadership, Team Building, Marketing Management, Digital Marketing, SEO, Web Analytics, Press Releases, Multi-channel Marketing, Integrated Marketing, Product Marketing, CRM, Market Research, Brand Management, B2B Marketing, Lead Generation, Online Marketing, Direct Mail, Database Marketing, Newsletters, Brand Development, Marketing Research, Competitive Analysis, Product Launch, Segmentation, Credit Unions
Education
Colorado State University 1980 — 1984
LGM6
Graduating Class 6
Neenah High School
mark chatfield mark chatfield's CUNA Mutual Group Experience January 2006 - December 2009
Job Hixson Lumber Sales
Industry Building Materials
Experience
Hixson Lumber Sales December 2013 - Present
CO-OP Member Center December 2009 - December 2013
CUNA Mutual Group January 2006 - December 2009
Texas Credit Union League February 2002 - January 2006
Professional Alternatives of Dallas July 2000 - February 2002
O'Rourke Consulting June 1999 - July 2000
Texas Credit Union League April 1994 - June 1999
Skills
Credit Unions, Strategic Planning, Credit, Risk Management, Consumer Lending, Loans, Budgets, Executive Management, Team Building, Process Improvement, Business Development, Coaching, Credit Cards, Leadership, Payments, Underwriting, New Business Development, Management, Sales Management, Debit Cards
Education
Colorado State University 1986 — 1990
Hixson Lumber Sales December 2013 - Present
CO-OP Member Center December 2009 - December 2013
CUNA Mutual Group January 2006 - December 2009
Texas Credit Union League February 2002 - January 2006
Professional Alternatives of Dallas July 2000 - February 2002
O'Rourke Consulting June 1999 - July 2000
Texas Credit Union League April 1994 - June 1999
Skills
Credit Unions, Strategic Planning, Credit, Risk Management, Consumer Lending, Loans, Budgets, Executive Management, Team Building, Process Improvement, Business Development, Coaching, Credit Cards, Leadership, Payments, Underwriting, New Business Development, Management, Sales Management, Debit Cards
Education
Colorado State University 1986 — 1990
Fran Zaugg Fran Zaugg's CUNA Mutual Group Experience January 2013 - Present
Job Senior Marketing Specialist, CUNA Mutual Group
Industry Marketing and Advertising
Experience
CUNA Mutual Group January 2013 - Present
Zerorez Madison LLC 2012 - Present
Resultz Marketing January 2005 - October 2014
Wisconsin Rush 2008 - 2013
Cedar Creek Web Design August 2007 - October 2012
Credit Union Executives Society 1990 - 2004
Skills
Marketing Communications, Social Media Marketing, Email Marketing, Market Planning, Online Advertising, Marketing Strategy, Marketing, Advertising, Direct Mail, Strategic Planning, Public Relations, Copywriting, Project Management, Website Development, Web Project Management, Web Development, Web Design, Web Content, Budgets, Marketing Management, Brand Development, Market Research, Media Relations, Creative Direction, Social Media, Leadership, Direct Marketing, Integrated Marketing, SEO, Digital Marketing, Online Marketing, Corporate Communications, Lead Generation, Newsletters, Management, Product Marketing, Strategic Communications, Strategy, Event Management, Segmentation, Content Management, Media Buying, Trade Shows
Education
University of Wisconsin-Madison - School of Business 2002 — 2004
Executive MBA
Cleveland State University
Bachelor of Business Administration (B.B.A.), Marketing
CUNA Mutual Group January 2013 - Present
Zerorez Madison LLC 2012 - Present
Resultz Marketing January 2005 - October 2014
Wisconsin Rush 2008 - 2013
Cedar Creek Web Design August 2007 - October 2012
Credit Union Executives Society 1990 - 2004
Skills
Marketing Communications, Social Media Marketing, Email Marketing, Market Planning, Online Advertising, Marketing Strategy, Marketing, Advertising, Direct Mail, Strategic Planning, Public Relations, Copywriting, Project Management, Website Development, Web Project Management, Web Development, Web Design, Web Content, Budgets, Marketing Management, Brand Development, Market Research, Media Relations, Creative Direction, Social Media, Leadership, Direct Marketing, Integrated Marketing, SEO, Digital Marketing, Online Marketing, Corporate Communications, Lead Generation, Newsletters, Management, Product Marketing, Strategic Communications, Strategy, Event Management, Segmentation, Content Management, Media Buying, Trade Shows
Education
University of Wisconsin-Madison - School of Business 2002 — 2004
Executive MBA
Cleveland State University
Bachelor of Business Administration (B.B.A.), Marketing
Phil Braun Phil Braun's CUNA Mutual Group Experience January 2013 - Present
Job Project Manager Consultant at CUNA Mutual Group
Industry Information Services
Experience
CUNA Mutual Group January 2013 - Present
Cabela's November 2011 - January 2013
Alliant Energy August 2009 - November 2011
Tek Systems for American Family Insurance August 2006 - August 2008
American Family Insurance 2007 - 2008
Cabela's Inc 2000 - 2004
Skills
PMP, MS Project, PMO, SDLC, Software Project..., Project Management, Business Process..., Program Management, Team Leadership, Requirements Gathering, Project Planning, Project Delivery, Project Portfolio..., Budgets, Cross-functional Team..., Vendor Management, Resource Management, Team Building, Project Coordination, Project Server, Process Improvement, Requirements Analysis, SharePoint, Software Documentation, Microsoft Project, MS Project Server, Budgeting, Project Costing
Education
Chadron State College 1996 — 2000
Bachelor of Arts, Business
Cosumnes River College 1996 — 1996
Business Administration and Management, General
CUNA Mutual Group January 2013 - Present
Cabela's November 2011 - January 2013
Alliant Energy August 2009 - November 2011
Tek Systems for American Family Insurance August 2006 - August 2008
American Family Insurance 2007 - 2008
Cabela's Inc 2000 - 2004
Skills
PMP, MS Project, PMO, SDLC, Software Project..., Project Management, Business Process..., Program Management, Team Leadership, Requirements Gathering, Project Planning, Project Delivery, Project Portfolio..., Budgets, Cross-functional Team..., Vendor Management, Resource Management, Team Building, Project Coordination, Project Server, Process Improvement, Requirements Analysis, SharePoint, Software Documentation, Microsoft Project, MS Project Server, Budgeting, Project Costing
Education
Chadron State College 1996 — 2000
Bachelor of Arts, Business
Cosumnes River College 1996 — 1996
Business Administration and Management, General
Colleen Reddy Colleen Reddy's CUNA Mutual Group Experience June 2011 - September 2012
Job Marketing Manager at Esker
Industry Marketing and Advertising
Experience
Esker March 2013 - Present
Esker September 2012 - March 2013
CUNA Mutual Group June 2011 - September 2012
Voyager Capital Management May 2009 - August 2009
Skills
Direct Marketing, Direct Mail, Social Media, Time Management, Creative Services, Communication, Microsoft Office, Editing, Strategy, Lead Generation, Creative Direction, Organizing, Online Advertising, Marketing Communications, Online Marketing, Social Media Marketing, Web Content, B2B Marketing, Salesforce.com, Marketo, Tradeshow Marketing, Email Marketing, Webinar Development, Webinar Management, InDesign, Marketing, Competitive Analysis
Education
University of Wisconsin-Madison - School of Business 2008 — 2012
B.B.A., Marketing, Management
City University London
Esker March 2013 - Present
Esker September 2012 - March 2013
CUNA Mutual Group June 2011 - September 2012
Voyager Capital Management May 2009 - August 2009
Skills
Direct Marketing, Direct Mail, Social Media, Time Management, Creative Services, Communication, Microsoft Office, Editing, Strategy, Lead Generation, Creative Direction, Organizing, Online Advertising, Marketing Communications, Online Marketing, Social Media Marketing, Web Content, B2B Marketing, Salesforce.com, Marketo, Tradeshow Marketing, Email Marketing, Webinar Development, Webinar Management, InDesign, Marketing, Competitive Analysis
Education
University of Wisconsin-Madison - School of Business 2008 — 2012
B.B.A., Marketing, Management
City University London
Robin Duguay Robin Duguay's CUNA Mutual Group Experience September 2014 - Present
Job Process & Quality Consultant at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group September 2014 - Present
CUNA Mutual Group October 2011 - September 2014
Epic Systems May 2010 - October 2011
Flint Comix & Entertainment August 2009 - April 2010
Central Michigan Life September 2007 - April 2008
Education
University of Wisconsin-Madison - School of Business
Yellow Belt Certification, Six Sigma
University of Denver 2008 — 2008
Certificate, Publishing
Central Michigan University 2004 — 2008
Bachelor of Science, English
CUNA Mutual Group September 2014 - Present
CUNA Mutual Group October 2011 - September 2014
Epic Systems May 2010 - October 2011
Flint Comix & Entertainment August 2009 - April 2010
Central Michigan Life September 2007 - April 2008
Education
University of Wisconsin-Madison - School of Business
Yellow Belt Certification, Six Sigma
University of Denver 2008 — 2008
Certificate, Publishing
Central Michigan University 2004 — 2008
Bachelor of Science, English
Mila Spencer Mila Spencer's CUNA Mutual Group Experience November 2007 - October 2008
Job Senior Human Resources Leader at EbyBrown
Industry Human Resources
Experience
Eby-Brown Company, LLC October 2015 - Present
Kwik Trip, Inc. September 2010 - September 2015
Kwik Trip, Inc. September 2009 - September 2010
Kwik Trip, Inc. November 2008 - September 2009
CUNA Mutual Group November 2007 - October 2008
Skills
Onboarding, Human Resources, Performance Management, Talent Management, Employee Relations, Employee Benefits, Benefits Administration, Recruiting, Talent Acquisition, Training, HR Policies
Education
University of Wisconsin Law School 2002 — 2005
JD, Law
Case Western Reserve University 1998 — 2002
BA
Eby-Brown Company, LLC October 2015 - Present
Kwik Trip, Inc. September 2010 - September 2015
Kwik Trip, Inc. September 2009 - September 2010
Kwik Trip, Inc. November 2008 - September 2009
CUNA Mutual Group November 2007 - October 2008
Skills
Onboarding, Human Resources, Performance Management, Talent Management, Employee Relations, Employee Benefits, Benefits Administration, Recruiting, Talent Acquisition, Training, HR Policies
Education
University of Wisconsin Law School 2002 — 2005
JD, Law
Case Western Reserve University 1998 — 2002
BA
Sandra Bade Sandra Bade's CUNA Mutual Group Experience August 2011 - Present
Job Billing Services Specialist and Supply Chain Management
Industry Accounting
Experience
CUNA Mutual Group August 2011 - Present
Career Connection March 2011 - July 2011
Verizon/Frontier Communications 2006 - 2010
GTE/Verizon 1998 - 2006
Southwestern Electric Wire & Cable 1995 - 1997
Skills
SAP, Telecommunications and..., Purchasing and Supply..., Microsoft Office, Word, Excel, PowerPoint, AS400, Business Transition, Account Reconciliation, Accounts Payable, Accounts Receivable, Vendor Management, Expediting, Logistics, PeopleSoft, Lockbox, Account Management, Customer Service, Research, Fundraising, Supply Chain Management, Microsoft Excel, Microsoft Word, Telecommunications, Training, Process Improvement, Team Building, Purchasing, Time Management, Accounting, Data Entry, Lotus Notes, Outlook, Teamwork, Access, General Ledger, Employee Benefits, Business Process, Insurance, Budgets, Analysis, Payroll, Forecasting, Software Documentation, Human Resources, Administration
Education
Columbia Southern University 2007 — 2009
MBA, Business Administration
Columbia Southern University 2006 — 2007
BBA - Bachelor, Business Administration; Management
University of Phoenix 2003 — 2004
North Lake College
Associate, Arts & Sciences
Irving High School 1975 — 1979
CUNA Mutual Group August 2011 - Present
Career Connection March 2011 - July 2011
Verizon/Frontier Communications 2006 - 2010
GTE/Verizon 1998 - 2006
Southwestern Electric Wire & Cable 1995 - 1997
Skills
SAP, Telecommunications and..., Purchasing and Supply..., Microsoft Office, Word, Excel, PowerPoint, AS400, Business Transition, Account Reconciliation, Accounts Payable, Accounts Receivable, Vendor Management, Expediting, Logistics, PeopleSoft, Lockbox, Account Management, Customer Service, Research, Fundraising, Supply Chain Management, Microsoft Excel, Microsoft Word, Telecommunications, Training, Process Improvement, Team Building, Purchasing, Time Management, Accounting, Data Entry, Lotus Notes, Outlook, Teamwork, Access, General Ledger, Employee Benefits, Business Process, Insurance, Budgets, Analysis, Payroll, Forecasting, Software Documentation, Human Resources, Administration
Education
Columbia Southern University 2007 — 2009
MBA, Business Administration
Columbia Southern University 2006 — 2007
BBA - Bachelor, Business Administration; Management
University of Phoenix 2003 — 2004
North Lake College
Associate, Arts & Sciences
Irving High School 1975 — 1979
Diane Sieb Diane Sieb's CUNA Mutual Group Experience May 2006 - November 2012
Job Executive Account Manager at Allstate Insurance Company
Industry Insurance
Experience
Allstate Insurance Company November 2014 - Present
State Farm Insurance , Sharon Godfrey Agency October 2013 - November 2014
CUNA Mutual Group May 2006 - November 2012
New York Life Insurance Company 2002 - 2006
Skills
Life Insurance, Retail Banking, Long Term Care Insurance, Direct Sales, Account Management, Product Marketing, Insurance, Retirement Planning, Disability Insurance, Long-term Care, Banking, Mortgage Lending, Financial Services, Fixed Annuities, Health Insurance, Retirement, Whole Life, Estate Planning, Employee Benefits
Education
Central Michigan University
Bachelor of Science, Psychology, Business, Accounting
Allstate Insurance Company November 2014 - Present
State Farm Insurance , Sharon Godfrey Agency October 2013 - November 2014
CUNA Mutual Group May 2006 - November 2012
New York Life Insurance Company 2002 - 2006
Skills
Life Insurance, Retail Banking, Long Term Care Insurance, Direct Sales, Account Management, Product Marketing, Insurance, Retirement Planning, Disability Insurance, Long-term Care, Banking, Mortgage Lending, Financial Services, Fixed Annuities, Health Insurance, Retirement, Whole Life, Estate Planning, Employee Benefits
Education
Central Michigan University
Bachelor of Science, Psychology, Business, Accounting
Christa Leary Christa Leary's CUNA Mutual Group Experience March 2015 - Present
Job Marketing Manager at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group March 2015 - Present
CUNA Mutual Group March 2013 - March 2015
First National Bank, Iowa July 2003 - March 2013
Skills
Public Relations, Marketing Communications, Marketing, Media Relations, Public Speaking, Marketing Management, Event Planning, Event Management, Advertising, Social Media Marketing, Press Releases, Adobe Creative Suite, Writing, Team Building, Product Marketing, Newsletters, Marketing Strategy, Customer Service, Account Management
Education
College for Financial Planning 2013 — 2014
Chartered Retirement Planning Counselor, Financial Planning and Services
Wartburg College 1998 — 2002
B.A., Communications - Public Relations
CUNA Mutual Group March 2015 - Present
CUNA Mutual Group March 2013 - March 2015
First National Bank, Iowa July 2003 - March 2013
Skills
Public Relations, Marketing Communications, Marketing, Media Relations, Public Speaking, Marketing Management, Event Planning, Event Management, Advertising, Social Media Marketing, Press Releases, Adobe Creative Suite, Writing, Team Building, Product Marketing, Newsletters, Marketing Strategy, Customer Service, Account Management
Education
College for Financial Planning 2013 — 2014
Chartered Retirement Planning Counselor, Financial Planning and Services
Wartburg College 1998 — 2002
B.A., Communications - Public Relations
Karen Sykora's CUNA Mutual Group Experience May 2007 - August 2007
Job Senior Account Executive at The Nerdery
Industry Computer Software
Experience
The Nerdery February 2012 - Present
Ricoh Business Solutions May 2008 - February 2012
CUNA Mutual Group May 2007 - August 2007
Skills
Integrated Marketing, Marketing Communications, Web Development, Web Services, Interactive Development, Direct Marketing, Mobile Applications, Mobile Marketing, Application Development, Website Development, Social Media, Web Analytics, Software Development, User Experience, Quality Assurance, Interactive Programming, Social Media Marketing, Account Management, Sales Process, New Business Development, Cold Calling, Management, Direct Sales, Sales, Lead Generation, Sales Management, Mobile Devices, SEM, Salesforce.com, Networking, Email Marketing, CRM
Education
University of Wisconsin-Eau Claire 2003 — 2007
BS, Business Administration
City University of New York-Hunter College 2005 — 2006
Communications and Journalism, Advertising
The Nerdery February 2012 - Present
Ricoh Business Solutions May 2008 - February 2012
CUNA Mutual Group May 2007 - August 2007
Skills
Integrated Marketing, Marketing Communications, Web Development, Web Services, Interactive Development, Direct Marketing, Mobile Applications, Mobile Marketing, Application Development, Website Development, Social Media, Web Analytics, Software Development, User Experience, Quality Assurance, Interactive Programming, Social Media Marketing, Account Management, Sales Process, New Business Development, Cold Calling, Management, Direct Sales, Sales, Lead Generation, Sales Management, Mobile Devices, SEM, Salesforce.com, Networking, Email Marketing, CRM
Education
University of Wisconsin-Eau Claire 2003 — 2007
BS, Business Administration
City University of New York-Hunter College 2005 — 2006
Communications and Journalism, Advertising
Vito Cedro, AIF®, CRPS® Vito Cedro, AIF®, CRPS®'s CUNA Mutual Group Experience 1999 - 2001
Job Chief Compliance Officer & Investment Strategist at Alpern Wealth Management
Industry Financial Services
Experience
Alpern Wealth Management July 2012 - Present
Solenture, Inc. December 2001 - June 2012
CUNA Mutual Group 1999 - 2001
John Hancock Life Insurance Company (U.S.A.) 1997 - 1999
Education
Robert Morris University 2003 — 2005
MBA, Finance
Clarion University of Pennsylvania 1993 — 1997
B.S.B.A., Finance
Franklin Regional High School 1990 — 1993
Alpern Wealth Management July 2012 - Present
Solenture, Inc. December 2001 - June 2012
CUNA Mutual Group 1999 - 2001
John Hancock Life Insurance Company (U.S.A.) 1997 - 1999
Education
Robert Morris University 2003 — 2005
MBA, Finance
Clarion University of Pennsylvania 1993 — 1997
B.S.B.A., Finance
Franklin Regional High School 1990 — 1993
John Whiteknight, CFP, CLU, ChFC John Whiteknight, CFP, CLU, ChFC's CUNA Mutual Group Experience August 2013 - Present
Job Sales Manager, Wealth Accumulation at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group August 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - August 2013
Charles Schwab May 2011 - August 2012
Mass Mutual May 2010 - May 2011
Ameriprise Financial 2007 - 2010
ING Advisors Network 2000 - 2008
American Express 1984 - 1999
Skills
Financial Advisory, Retirement Planning, Fixed Annuities
Education
Concord Law School - Kaplan University
Law
Duquesne University
BA, Pol Sci
CUNA Mutual Group August 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - August 2013
Charles Schwab May 2011 - August 2012
Mass Mutual May 2010 - May 2011
Ameriprise Financial 2007 - 2010
ING Advisors Network 2000 - 2008
American Express 1984 - 1999
Skills
Financial Advisory, Retirement Planning, Fixed Annuities
Education
Concord Law School - Kaplan University
Law
Duquesne University
BA, Pol Sci
Michelle Mancuso Michelle Mancuso's CUNA Mutual Group Experience April 2014 - Present
Job Sr. Claim Professional at CUNA Mutual Group
Industry Health, Wellness and Fitness
Experience
CUNA Mutual Group April 2014 - Present
Veterinary Emergency Service October 2009 - Present
Veterinary Emergency Service October 2012 - April 2014
Sun Prairie High School November 2007 - September 2011
Banfield Pet Hospital February 2011 - April 2011
Westside Family Pet Clinic May 2008 - September 2010
Dick's Sporting Goods July 2006 - May 2008
Phillips Exeter Academy September 2004 - June 2006
Pediatric Health Services March 2003 - June 2003
North American Hockey Academy September 2002 - March 2003
Skills
Veterinary, Dogs, Ice Hockey, Soccer, Coaching, Leadership, Sports Marketing, PowerPoint, Teaching, Healthcare, Customer Service, Microsoft Office, Program Management, Microsoft Excel, Research, Event Planning, Management, Public Speaking
Education
United States Sports Academy 2005 — 2008
Master, Sports Science
Colby College 1998 — 2002
Bachelor of Arts, Biology
CUNA Mutual Group April 2014 - Present
Veterinary Emergency Service October 2009 - Present
Veterinary Emergency Service October 2012 - April 2014
Sun Prairie High School November 2007 - September 2011
Banfield Pet Hospital February 2011 - April 2011
Westside Family Pet Clinic May 2008 - September 2010
Dick's Sporting Goods July 2006 - May 2008
Phillips Exeter Academy September 2004 - June 2006
Pediatric Health Services March 2003 - June 2003
North American Hockey Academy September 2002 - March 2003
Skills
Veterinary, Dogs, Ice Hockey, Soccer, Coaching, Leadership, Sports Marketing, PowerPoint, Teaching, Healthcare, Customer Service, Microsoft Office, Program Management, Microsoft Excel, Research, Event Planning, Management, Public Speaking
Education
United States Sports Academy 2005 — 2008
Master, Sports Science
Colby College 1998 — 2002
Bachelor of Arts, Biology
Scott Hubing Scott Hubing's CUNA Mutual Group Experience April 2001 - December 2002
Job MCSE| Systems Administrator | IT Consultant | VMWare Specialist at UWMadison Housing
Industry Computer Networking
Experience
UW-Madison Housing June 2010 - Present
SVA Consulting April 2007 - April 2010
JT Packard June 2003 - April 2007
CUNA Mutual Group April 2001 - December 2002
Placon Corporation December 1998 - November 2000
CUNA Mutual Group April 1997 - December 1998
Skills
Windows Server, Microsoft SQL Server, Microsoft CRM, Microsoft Certified..., Windows, Microsoft Certified..., Microsoft Office..., Great Plains Software, Active Directory, Troubleshooting, SharePoint, Microsoft Exchange, SSRS, SQL, IIS, Microsoft Technologies, Hyper-V, Data Center, Integration, VMware, SharePoint 2013, Servers, Network Administration, Disaster Recovery, Microsoft SCCM 2012..., Microsoft Windows 2012, VMware Infrastructure, SAN
Education
Chippewa Valley Technical College 1990 — 1992
Associate, Computer Information Services, Programming
UW-Madison Housing June 2010 - Present
SVA Consulting April 2007 - April 2010
JT Packard June 2003 - April 2007
CUNA Mutual Group April 2001 - December 2002
Placon Corporation December 1998 - November 2000
CUNA Mutual Group April 1997 - December 1998
Skills
Windows Server, Microsoft SQL Server, Microsoft CRM, Microsoft Certified..., Windows, Microsoft Certified..., Microsoft Office..., Great Plains Software, Active Directory, Troubleshooting, SharePoint, Microsoft Exchange, SSRS, SQL, IIS, Microsoft Technologies, Hyper-V, Data Center, Integration, VMware, SharePoint 2013, Servers, Network Administration, Disaster Recovery, Microsoft SCCM 2012..., Microsoft Windows 2012, VMware Infrastructure, SAN
Education
Chippewa Valley Technical College 1990 — 1992
Associate, Computer Information Services, Programming
Kenny Retzl's CUNA Mutual Group Experience January 2008 - January 2009
Job Graduate Assistant at University of Nevada Las Vegas
Industry Higher Education
Experience
University of Nevada Las Vegas August 2010 - Present
Wipfli LLP January 2009 - August 2010
CUNA Mutual Group January 2008 - January 2009
Virchow Krause September 2003 - January 2008
Skills
Auditing, Fund Accounting, Comparative Politics, International Relations, Government, Political Science, Research, Nonprofits, Teaching, Higher Education, Accounting
Education
University of Nevada-Las Vegas 2012 — 2015
Doctor of Philosophy (Ph.D.), Political Science and Government
University of Nevada-Las Vegas 2010 — 2012
MA, Political Science
Clarke University 1999 — 2003
BA, Accounting, Finance, Political Science
University of Nevada Las Vegas August 2010 - Present
Wipfli LLP January 2009 - August 2010
CUNA Mutual Group January 2008 - January 2009
Virchow Krause September 2003 - January 2008
Skills
Auditing, Fund Accounting, Comparative Politics, International Relations, Government, Political Science, Research, Nonprofits, Teaching, Higher Education, Accounting
Education
University of Nevada-Las Vegas 2012 — 2015
Doctor of Philosophy (Ph.D.), Political Science and Government
University of Nevada-Las Vegas 2010 — 2012
MA, Political Science
Clarke University 1999 — 2003
BA, Accounting, Finance, Political Science
Stephanie Lester Stephanie Lester's CUNA Mutual Group Experience January 2015 - Present
Job Account Consultant at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group January 2015 - Present
CUNA Mutual Group August 2006 - January 2015
Carriage House Bed and Breakfast August 2009 - August 2014
CUNA Mutual Group April 2003 - August 2007
CUNA Mutual Group June 2000 - April 2003
Pearle Vision October 1991 - July 1999
Skills
Performance Management, Proposal Writing, Uniform Combined State..., Investment Strategies, Series 7, Series 63, Social Media, SEO, SEM, Marketing Plan Creation, Marketing, Staff..., Website Promotion, Managerial, Insurance, Hospitality, Tourism, Long-term Care, Training, Public Relations, Leadership, Event Management, Marketing Strategy, Management, Sales, Customer Service, Project Planning, Financial Services, Coaching, Change Management, Program Management, Business Planning, Customer Retention, Cross-functional Team..., Team Building, Hotels, Budgets, Online Marketing, Lodging, Small Business, Leadership Development, Hospitality Management, Social Networking, Strategic Planning, Customer Satisfaction, Contract Negotiation, Team Leadership, Event Planning, Project Management, Marketing Communications
Education
Colorado Technical University 2005 — 2007
Associate of Science (A.S.), General Studies, 4.0
The University of Texas at Arlington 1987 — 1990
CUNA Mutual Group January 2015 - Present
CUNA Mutual Group August 2006 - January 2015
Carriage House Bed and Breakfast August 2009 - August 2014
CUNA Mutual Group April 2003 - August 2007
CUNA Mutual Group June 2000 - April 2003
Pearle Vision October 1991 - July 1999
Skills
Performance Management, Proposal Writing, Uniform Combined State..., Investment Strategies, Series 7, Series 63, Social Media, SEO, SEM, Marketing Plan Creation, Marketing, Staff..., Website Promotion, Managerial, Insurance, Hospitality, Tourism, Long-term Care, Training, Public Relations, Leadership, Event Management, Marketing Strategy, Management, Sales, Customer Service, Project Planning, Financial Services, Coaching, Change Management, Program Management, Business Planning, Customer Retention, Cross-functional Team..., Team Building, Hotels, Budgets, Online Marketing, Lodging, Small Business, Leadership Development, Hospitality Management, Social Networking, Strategic Planning, Customer Satisfaction, Contract Negotiation, Team Leadership, Event Planning, Project Management, Marketing Communications
Education
Colorado Technical University 2005 — 2007
Associate of Science (A.S.), General Studies, 4.0
The University of Texas at Arlington 1987 — 1990
Liz Sammis, MBA, PMP, MCPM's CUNA Mutual Group Experience February 2014 - Present
Job Project Management Consultant III at CUNA Mutual Group
Industry Management Consulting
Experience
CUNA Mutual Group February 2014 - Present
CUNA Mutual Group March 2013 - February 2014
API Healthcare November 2011 - March 2013
Talent Harbor August 2010 - November 2011
Veridian Homes 2006 - 2010
Century 21 Lakeland Group January 2005 - July 2006
Williams Realty of Minocqua February 2002 - October 2004
New Concord Inn January 1997 - January 2002
Beacons of Minocqua / Fence Lake Lodge January 1995 - January 1997
Rynders Development 1997 - 1997
Skills
Six Sigma, Critical Thinking, Contract Management, Project Management, Business Strategy, Competitive Analysis, Communicator, Social Skills, Solution Focused, Leadership, Process Improvement, Strategic Planning, Operations Management, Team Building, Change Management, Team Leadership, Budgets, Contract Negotiation, Product Development, Cross-functional Team..., CRM, Management, Training, Strategy, Analysis, Business Development
Education
University of Wisconsin-Madison - School of Business 2009 — 2012
MBA, Business
UW Madison Executive Education 2011 — 2011
Masters Certificate, Project Managment
University of Wisconsin 2006 — 2009
B.S, Business Administration (Finance Major)
Nicolet Area Technical College 2003 — 2006
AB, General Business
College for Financial Planning 1988 — 1990
CFP, Financial Planning
CUNA Mutual Group February 2014 - Present
CUNA Mutual Group March 2013 - February 2014
API Healthcare November 2011 - March 2013
Talent Harbor August 2010 - November 2011
Veridian Homes 2006 - 2010
Century 21 Lakeland Group January 2005 - July 2006
Williams Realty of Minocqua February 2002 - October 2004
New Concord Inn January 1997 - January 2002
Beacons of Minocqua / Fence Lake Lodge January 1995 - January 1997
Rynders Development 1997 - 1997
Skills
Six Sigma, Critical Thinking, Contract Management, Project Management, Business Strategy, Competitive Analysis, Communicator, Social Skills, Solution Focused, Leadership, Process Improvement, Strategic Planning, Operations Management, Team Building, Change Management, Team Leadership, Budgets, Contract Negotiation, Product Development, Cross-functional Team..., CRM, Management, Training, Strategy, Analysis, Business Development
Education
University of Wisconsin-Madison - School of Business 2009 — 2012
MBA, Business
UW Madison Executive Education 2011 — 2011
Masters Certificate, Project Managment
University of Wisconsin 2006 — 2009
B.S, Business Administration (Finance Major)
Nicolet Area Technical College 2003 — 2006
AB, General Business
College for Financial Planning 1988 — 1990
CFP, Financial Planning
Brett Walker Brett Walker's CUNA Mutual Group Experience March 2010 - May 2011
Job AVP, Global Procurement at QBE North America
Industry Insurance
Experience
QBE the Americas May 2011 - Present
CUNA Mutual Group March 2010 - May 2011
CUNA Mutual Group July 2006 - March 2010
CUNA Mutual Group January 2006 - July 2006
CUNA Mutual Group December 2004 - January 2006
Lands' End May 2003 - December 2004
Lands' End May 2001 - May 2003
Carleton College July 1996 - July 1998
Skills
Contract Negotiation, Supply Management, Total Cost of Ownership, Strategic Sourcing, Outsourcing Management, Deal Execution, Market Assessments, Business Valuation, Project Management, Business Analysis, Process Improvement, Business Process..., Management Consulting, Strategy, Insurance, Vendor Management, Project Portfolio..., SDLC, Performance Management, Management, Requirements Gathering, Six Sigma, Business Process..., Governance, Change Management, Strategic Planning, IT Strategy, Business Transformation, Business Process, Sourcing, Process Engineering, Software Documentation, Outsourcing, Operations Management, Risk Management, Program Management, Leadership, Resource Management, Cross-functional Team..., Analysis, Organizational..., CRM, Supply Chain, IT Management, Executive Management, PMP, Team Leadership, Business Intelligence, Consulting, PMO
Education
Stony Brook University
MA, Management Theory
Carleton College
BA, Philosophy
QBE the Americas May 2011 - Present
CUNA Mutual Group March 2010 - May 2011
CUNA Mutual Group July 2006 - March 2010
CUNA Mutual Group January 2006 - July 2006
CUNA Mutual Group December 2004 - January 2006
Lands' End May 2003 - December 2004
Lands' End May 2001 - May 2003
Carleton College July 1996 - July 1998
Skills
Contract Negotiation, Supply Management, Total Cost of Ownership, Strategic Sourcing, Outsourcing Management, Deal Execution, Market Assessments, Business Valuation, Project Management, Business Analysis, Process Improvement, Business Process..., Management Consulting, Strategy, Insurance, Vendor Management, Project Portfolio..., SDLC, Performance Management, Management, Requirements Gathering, Six Sigma, Business Process..., Governance, Change Management, Strategic Planning, IT Strategy, Business Transformation, Business Process, Sourcing, Process Engineering, Software Documentation, Outsourcing, Operations Management, Risk Management, Program Management, Leadership, Resource Management, Cross-functional Team..., Analysis, Organizational..., CRM, Supply Chain, IT Management, Executive Management, PMP, Team Leadership, Business Intelligence, Consulting, PMO
Education
Stony Brook University
MA, Management Theory
Carleton College
BA, Philosophy
Jennifer Madden Jennifer Madden's CUNA Mutual Group Experience September 1994 - July 2006
Job Director of Training & Development, Apple Federal Credit Union
Industry Banking
Experience
Apple Federal Credit Union May 2007 - Present
CUNA Mutual Group September 1994 - July 2006
Servu Federal Credit Union September 1989 - September 1994
Skills
Team Building, Instructional Design, Employee Training, Leadership Development, Organizational Learning, Process Improvement, Call Centers, Risk Management, Management, Performance Management, Banking, Credit Unions, Employee Engagement, Leadership, Coaching, Human Resources, Succession Planning, Onboarding, Talent Management, Employee Relations, Workforce Planning, Organizational..., Strategic Planning
Education
University of Maryland University College 2013 — 2015
Master of Business Administration (M.B.A.), 4.0
University of Maryland University College 2009 — 2012
HRMD, Human Resources, 4.0
Cedarville University 1985 — 1989
BA, Management & Marketing
Apple Federal Credit Union May 2007 - Present
CUNA Mutual Group September 1994 - July 2006
Servu Federal Credit Union September 1989 - September 1994
Skills
Team Building, Instructional Design, Employee Training, Leadership Development, Organizational Learning, Process Improvement, Call Centers, Risk Management, Management, Performance Management, Banking, Credit Unions, Employee Engagement, Leadership, Coaching, Human Resources, Succession Planning, Onboarding, Talent Management, Employee Relations, Workforce Planning, Organizational..., Strategic Planning
Education
University of Maryland University College 2013 — 2015
Master of Business Administration (M.B.A.), 4.0
University of Maryland University College 2009 — 2012
HRMD, Human Resources, 4.0
Cedarville University 1985 — 1989
BA, Management & Marketing
Jeremy E. Goldman's CUNA Mutual Group Experience March 2012 - Present
Job Direct Sales Specialist Collateral Protection at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group March 2012 - Present
CUNA Mutual Group January 2008 - April 2012
CUNA Mutual Group May 2005 - January 2008
State National Companies May 2001 - May 2003
Skills
Insurance, Customer Relations, Account Management, Consultative Selling, Property & Casualty..., Customer Service, Selling, Sales, Sales Process, Direct Sales, Employee Benefits, Credit Unions, Underwriting, Salesforce.com, Call Centers, Relationship Management, Life Insurance, Leadership, Customer Retention, Team Building, Cold Calling, Process Improvement, Sales Management, Vendor Management, Sales Operations, Financial Services, Risk Management, Health Insurance, Banking, Coaching, Disability Insurance, 401k, Fixed Annuities, Workers Compensation, General Insurance, Commercial Insurance, Commercial Lines, Retirement Planning
Education
College of DuPage 1995 — 1999
A.A.S., Business Management
CUNA Mutual Group March 2012 - Present
CUNA Mutual Group January 2008 - April 2012
CUNA Mutual Group May 2005 - January 2008
State National Companies May 2001 - May 2003
Skills
Insurance, Customer Relations, Account Management, Consultative Selling, Property & Casualty..., Customer Service, Selling, Sales, Sales Process, Direct Sales, Employee Benefits, Credit Unions, Underwriting, Salesforce.com, Call Centers, Relationship Management, Life Insurance, Leadership, Customer Retention, Team Building, Cold Calling, Process Improvement, Sales Management, Vendor Management, Sales Operations, Financial Services, Risk Management, Health Insurance, Banking, Coaching, Disability Insurance, 401k, Fixed Annuities, Workers Compensation, General Insurance, Commercial Insurance, Commercial Lines, Retirement Planning
Education
College of DuPage 1995 — 1999
A.A.S., Business Management
Chad Huson Chad Huson's CUNA Mutual Group Experience 2001 - 2006
Job Business Development Expert, Marketing & Sales Professional
Industry Financial Services
Experience
Alpha Solutions 2012 - 2014
Essex National Securities, LLC 2007 - 2012
CUNA Mutual Group 2001 - 2006
Morgan Stanley 1994 - 2001
Financial Services of America 1991 - 1993
Skills
Sales Management, Investments, New Business Development, Account Management, Sales Process, Marketing, Strategic Planning, Management, Sales, Business Development, Leadership, Negotiation, Customer Service, Marketing Strategy, Strategy, Business Strategy, Finance, Fixed Annuities, Insurance, Business Planning, Retirement Planning, Wealth Management, Financial Services, Retirement, Life Insurance
Education
Central Michigan University 1986 — 1991
B.S., Economics / Marketing
Grand Ledge
Alpha Solutions 2012 - 2014
Essex National Securities, LLC 2007 - 2012
CUNA Mutual Group 2001 - 2006
Morgan Stanley 1994 - 2001
Financial Services of America 1991 - 1993
Skills
Sales Management, Investments, New Business Development, Account Management, Sales Process, Marketing, Strategic Planning, Management, Sales, Business Development, Leadership, Negotiation, Customer Service, Marketing Strategy, Strategy, Business Strategy, Finance, Fixed Annuities, Insurance, Business Planning, Retirement Planning, Wealth Management, Financial Services, Retirement, Life Insurance
Education
Central Michigan University 1986 — 1991
B.S., Economics / Marketing
Grand Ledge
Stacy Andrzejewski Stacy Andrzejewski's CUNA Mutual Group Experience 1993 - 1995
Job SQL Developer at Discover Ready
Industry Information Technology and Services
Experience
Discover Ready June 2010 - Present
SGA Web Solutions, LLC August 2009 - Present
Fourmation Technologies July 2003 - July 2009
Edcor 2002 - 2003
Analyst International (Sequoia) 1999 - 2002
Synergy Computer Solutions 1995 - 1998
CUNA Mutual Group 1993 - 1995
Skills
Microsoft SQL Server
Education
Wayne State University 1994 — 1998
MBA, Management & MIS
Central Michigan University 1988 — 1992
BA, MIS & Business
Discover Ready June 2010 - Present
SGA Web Solutions, LLC August 2009 - Present
Fourmation Technologies July 2003 - July 2009
Edcor 2002 - 2003
Analyst International (Sequoia) 1999 - 2002
Synergy Computer Solutions 1995 - 1998
CUNA Mutual Group 1993 - 1995
Skills
Microsoft SQL Server
Education
Wayne State University 1994 — 1998
MBA, Management & MIS
Central Michigan University 1988 — 1992
BA, MIS & Business
Patty Fingerhut Patty Fingerhut's CUNA Mutual Group Experience February 1999 - December 2009
Job Insurance Agent at AAA Auto Club South
Industry Insurance
Experience
AAA Auto Club South June 2012 - Present
Freimark & Associates, Inc. June 2010 - June 2012
CUNA Mutual Group February 1999 - December 2009
Skills
Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Home and Auto Insurance
Education
Carl Albert State College
Associate's degree, General Studies
UNiversity of Arkansas Fort Smith
Associate's degree, Finance, General
AAA Auto Club South June 2012 - Present
Freimark & Associates, Inc. June 2010 - June 2012
CUNA Mutual Group February 1999 - December 2009
Skills
Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Home and Auto Insurance
Education
Carl Albert State College
Associate's degree, General Studies
UNiversity of Arkansas Fort Smith
Associate's degree, Finance, General
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
Randy Bruns Randy Bruns's CUNA Mutual Group Experience 1999 - 2006
Job Trade Review Principal at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors December 2012 - Present
CUNA Brokerage Services Inc. August 2009 - December 2012
Principal Financial Group 2006 - 2009
CUNA Mutual Group 1999 - 2006
CUNA Brokerage Services Inc. 1993 - 1999
Minor League Baseball 1978 - 1986
Skills
Coaching, Life Insurance, Disability Insurance, Insurance, Long-term Care, Financial Advisory, Training, Finance, Fixed Annuities, Retirement, Retirement Planning, Financial Services, IRAs, Sales, Estate Planning, Employee Benefits
Education
The American College
CLU, Financial Services
The American College
ChFC, Financial Services
College for Financial Planning
CFP, Financial Planning
Luther College 1970 — 1974
BA, Education
Voya Financial Advisors December 2012 - Present
CUNA Brokerage Services Inc. August 2009 - December 2012
Principal Financial Group 2006 - 2009
CUNA Mutual Group 1999 - 2006
CUNA Brokerage Services Inc. 1993 - 1999
Minor League Baseball 1978 - 1986
Skills
Coaching, Life Insurance, Disability Insurance, Insurance, Long-term Care, Financial Advisory, Training, Finance, Fixed Annuities, Retirement, Retirement Planning, Financial Services, IRAs, Sales, Estate Planning, Employee Benefits
Education
The American College
CLU, Financial Services
The American College
ChFC, Financial Services
College for Financial Planning
CFP, Financial Planning
Luther College 1970 — 1974
BA, Education
Anne Ruzicka Anne Ruzicka's CUNA Mutual Group Experience April 2015 - Present
Job People Change Management Leader at CUNA Mutual Group
Industry Program Development
Experience
CUNA Mutual Group April 2015 - Present
American Family Insurance January 2015 - Present
American Family Insurance April 2014 - Present
Avant Consulting Services July 2013 - Present
Health BPM September 2012 - July 2013
Sub Zero and Wolf Appliance Inc. January 2012 - October 2012
Sub-Zero Wolf November 2009 - January 2012
Sub-Zero Wolf Appliance 2009 - January 2012
American Family Insurance August 2008 - December 2009
University of Wisconsin Hospital and Clinics November 2006 - August 2008
Skills
Process Improvement, Project Management, Business Analysis, Program Management, Vendor Management, Project Portfolio..., Business Process..., Change Management, MS Project, Visio, SharePoint, Software Documentation, Requirements Analysis, Strategic Planning, Project Planning, Software Project..., Team Leadership, Resource Management, Cross-functional Team..., Training, PMP, CRM, Enterprise Architecture
Education
University of Wisconsin-Platteville 2006 — 2009
Masters, Project Management
Colorado State University 1987 — 1989
Bachelor of Science, Business and Marketing
CUNA Mutual Group April 2015 - Present
American Family Insurance January 2015 - Present
American Family Insurance April 2014 - Present
Avant Consulting Services July 2013 - Present
Health BPM September 2012 - July 2013
Sub Zero and Wolf Appliance Inc. January 2012 - October 2012
Sub-Zero Wolf November 2009 - January 2012
Sub-Zero Wolf Appliance 2009 - January 2012
American Family Insurance August 2008 - December 2009
University of Wisconsin Hospital and Clinics November 2006 - August 2008
Skills
Process Improvement, Project Management, Business Analysis, Program Management, Vendor Management, Project Portfolio..., Business Process..., Change Management, MS Project, Visio, SharePoint, Software Documentation, Requirements Analysis, Strategic Planning, Project Planning, Software Project..., Team Leadership, Resource Management, Cross-functional Team..., Training, PMP, CRM, Enterprise Architecture
Education
University of Wisconsin-Platteville 2006 — 2009
Masters, Project Management
Colorado State University 1987 — 1989
Bachelor of Science, Business and Marketing
Chad Neumann Chad Neumann's CUNA Mutual Group Experience September 2001 - July 2009
Job Senior Training Consultant at Ascensus
Industry Financial Services
Experience
Ascensus August 2009 - Present
CUNA Mutual Group September 2001 - July 2009
New Horizons Computer Learning Center April 1995 - June 2001
New Horizons Computer Learning Center April 1999 - May 2000
New Horizons Computer Learning Center May 1998 - March 1999
Wisconsin Institute of CPAs May 1992 - April 1995
Skills
Training, Instructor-led Training, Training Delivery, Staff Development, E-Learning, Software Documentation, Microsoft Office, Customer Service, Project Management, Access, Microsoft Word, Microsoft Excel, Curriculum Development, Customer Relations, Adult Education, Software Training
Education
Carroll University 1987 — 1991
BS, Business Administration
Ascensus August 2009 - Present
CUNA Mutual Group September 2001 - July 2009
New Horizons Computer Learning Center April 1995 - June 2001
New Horizons Computer Learning Center April 1999 - May 2000
New Horizons Computer Learning Center May 1998 - March 1999
Wisconsin Institute of CPAs May 1992 - April 1995
Skills
Training, Instructor-led Training, Training Delivery, Staff Development, E-Learning, Software Documentation, Microsoft Office, Customer Service, Project Management, Access, Microsoft Word, Microsoft Excel, Curriculum Development, Customer Relations, Adult Education, Software Training
Education
Carroll University 1987 — 1991
BS, Business Administration
Cassandra Ross Cassandra Ross's CUNA Mutual Group Experience 2000 - 2003
Job Managing Principal at Property Sales, Managment, Leasing, Investing
Industry Real Estate
Experience
Wise Owl Property Investments, LLC April 2015 - Present
Carrington Property Services January 2010 - August 2015
Union Bank November 2009 - December 2009
Keller Williams Realty March 2009 - November 2009
Citi Residential Lending November 2007 - February 2009
AMC Mortgage Services May 2005 - November 2007
Ameriquest Mortgage April 2003 - May 2005
CUNA Mutual Group 2000 - 2003
CUNA Mutual Group 2000 - 2003
Skills
Leadership, Management, Selling, Mortgage Lending, Real Estate, Loans, Software Documentation, Customer Service, Loan Servicing, Foreclosures, Time Management, Loss Mitigation, Investments, Residential Homes, Mortgage Servicing, FHA, Banking, Investment Properties, Sales, Loan Origination, Refinance, Mortgage Banking
Education
Chaffey College 2007 — 2009
Associate, Psycology, Sociology
NEC 1985 — 1987
Associate, Business
Wise Owl Property Investments, LLC April 2015 - Present
Carrington Property Services January 2010 - August 2015
Union Bank November 2009 - December 2009
Keller Williams Realty March 2009 - November 2009
Citi Residential Lending November 2007 - February 2009
AMC Mortgage Services May 2005 - November 2007
Ameriquest Mortgage April 2003 - May 2005
CUNA Mutual Group 2000 - 2003
CUNA Mutual Group 2000 - 2003
Skills
Leadership, Management, Selling, Mortgage Lending, Real Estate, Loans, Software Documentation, Customer Service, Loan Servicing, Foreclosures, Time Management, Loss Mitigation, Investments, Residential Homes, Mortgage Servicing, FHA, Banking, Investment Properties, Sales, Loan Origination, Refinance, Mortgage Banking
Education
Chaffey College 2007 — 2009
Associate, Psycology, Sociology
NEC 1985 — 1987
Associate, Business
Donovan Tolledo's CUNA Mutual Group Experience June 2014 - December 2014
Job Customer Experience Solutions Advisor
Industry Information Technology and Services
Experience
Oracle August 2015 - Present
Jeff McClusky & Associates July 2015 - August 2015
VAULT VENTURES LLC February 2015 - June 2015
CUNA Mutual Group June 2014 - December 2014
University of Wisconsin-Madison September 2011 - December 2014
Southwestern Advantage May 2011 - August 2011
Skills
Video, Film Production, Photography, Multimedia, Microsoft Office, Photoshop, Research, Graphic Design, Event Planning, Social Media, Marketing Strategy, Client Rapport, Sales, Customer Experience..., Customer Service, Technology, Work Ethnic, Teamwork, Market Research, Sales Management
Education
University of Wisconsin-Madison 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Chulalongkorn University 2013 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Lane Tech
Lane Tech
Lane Tech
Oracle August 2015 - Present
Jeff McClusky & Associates July 2015 - August 2015
VAULT VENTURES LLC February 2015 - June 2015
CUNA Mutual Group June 2014 - December 2014
University of Wisconsin-Madison September 2011 - December 2014
Southwestern Advantage May 2011 - August 2011
Skills
Video, Film Production, Photography, Multimedia, Microsoft Office, Photoshop, Research, Graphic Design, Event Planning, Social Media, Marketing Strategy, Client Rapport, Sales, Customer Experience..., Customer Service, Technology, Work Ethnic, Teamwork, Market Research, Sales Management
Education
University of Wisconsin-Madison 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Chulalongkorn University 2013 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Lane Tech
Lane Tech
Lane Tech
Andrea (Anni) Schubert Andrea (Anni) Schubert's CUNA Mutual Group Experience December 2007 - July 2009
Job Recruiter at K & B National Research
Industry Consumer Services
Experience
K & B National Research July 2013 - Present
American Airlines Center August 2007 - October 2014
Bennigan’s July 2012 - April 2013
neopost usa November 2010 - June 2012
The CMI Group December 2009 - November 2010
CUNA Mutual Group December 2007 - July 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Outlook, Data Entry, Teamwork, Accounting, Customer Satisfaction, Recruiting, Time Management, Telephone Skills, Call Centers, Event Planning, Facebook
Education
Kaplan University-Davenport Campus 2012 — 2015
Associate's Degree, Medical Office Management/Administration
Collin County Community College 1999 — 2003
photography / general studies, assoicates
Berker high school 1996 — 1999
high school, deploma
K & B National Research July 2013 - Present
American Airlines Center August 2007 - October 2014
Bennigan’s July 2012 - April 2013
neopost usa November 2010 - June 2012
The CMI Group December 2009 - November 2010
CUNA Mutual Group December 2007 - July 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Outlook, Data Entry, Teamwork, Accounting, Customer Satisfaction, Recruiting, Time Management, Telephone Skills, Call Centers, Event Planning, Facebook
Education
Kaplan University-Davenport Campus 2012 — 2015
Associate's Degree, Medical Office Management/Administration
Collin County Community College 1999 — 2003
photography / general studies, assoicates
Berker high school 1996 — 1999
high school, deploma
Jeremy Eshelman, CFP®, CRPC®'s CUNA Mutual Group Experience 2007 - 2009
Job Capital Markets Specialist, Wealth Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. February 2013 - January 2015
Ameriprise Financial Services, Inc. May 2009 - February 2013
CUNA Mutual Group 2007 - 2009
Ameriprise Financial Services, Inc. 2005 - 2007
Wells Fargo Home Mortgage 2004 - 2004
Skills
Series 7, Financial Advisory, Financial Services, Marketing Strategy, Sales Management, Personal Financial..., Life Insurance, Leadership, Finance, Strategic Financial..., Insurance, Retirement Planning, Portfolio Management, Banking, Sales, Wealth Management, Financial Planning
Education
University of Minnesota-Twin Cities 2001 — 2005
BA, Economics
College for Financial Planning
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. February 2013 - January 2015
Ameriprise Financial Services, Inc. May 2009 - February 2013
CUNA Mutual Group 2007 - 2009
Ameriprise Financial Services, Inc. 2005 - 2007
Wells Fargo Home Mortgage 2004 - 2004
Skills
Series 7, Financial Advisory, Financial Services, Marketing Strategy, Sales Management, Personal Financial..., Life Insurance, Leadership, Finance, Strategic Financial..., Insurance, Retirement Planning, Portfolio Management, Banking, Sales, Wealth Management, Financial Planning
Education
University of Minnesota-Twin Cities 2001 — 2005
BA, Economics
College for Financial Planning
Joseph Morley's CUNA Mutual Group Experience June 2015 - Present
Job Corporate Tax Intern at CUNA Mutual Group
Industry Accounting
Experience
CUNA Mutual Group June 2015 - Present
Cedarville University August 2014 - April 2015
MOFA Global May 2014 - August 2014
Minitube of America June 2011 - August 2013
Cedarville University August 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Leadership, PowerPoint
Education
Cedarville University 2012 — 2016
Bachelor of Arts (B.A.), Accounting, Senior
CUNA Mutual Group June 2015 - Present
Cedarville University August 2014 - April 2015
MOFA Global May 2014 - August 2014
Minitube of America June 2011 - August 2013
Cedarville University August 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Leadership, PowerPoint
Education
Cedarville University 2012 — 2016
Bachelor of Arts (B.A.), Accounting, Senior
Valerie Eason Valerie Eason's CUNA Mutual Group Experience June 1995 - June 1998
Job Vice President at Comerica Bank
Industry Banking
Experience
Comerica Bank March 2008 - Present
Comerica Bank September 2000 - January 2008
CUNA Mutual Group June 1995 - June 1998
Cleveland Heights-University Heights School District September 1978 - June 1983
Skills
Consumer Lending, Loans, Credit Analysis, Credit, Underwriting, Commercial Lending, Banking, Small Business Lending, Mortgage Lending, Retail Banking, Commercial Banking, Wealth Management, Leadership, Relationship Management, Staff Development, Risk Management, Portfolio Management, Finance, Executive Management, Series 7, Financial Services, Program Management, Financial Analysis, Employee Benefits, Operational Risk..., Investments, Securities, Fraud, Management
Education
Cleveland State University 1980 — 1981
Educational Administration and Supervision
Ohio University 1974 — 1978
Bachelor of Science (B.S.), Special Education and Teaching
Comerica Bank March 2008 - Present
Comerica Bank September 2000 - January 2008
CUNA Mutual Group June 1995 - June 1998
Cleveland Heights-University Heights School District September 1978 - June 1983
Skills
Consumer Lending, Loans, Credit Analysis, Credit, Underwriting, Commercial Lending, Banking, Small Business Lending, Mortgage Lending, Retail Banking, Commercial Banking, Wealth Management, Leadership, Relationship Management, Staff Development, Risk Management, Portfolio Management, Finance, Executive Management, Series 7, Financial Services, Program Management, Financial Analysis, Employee Benefits, Operational Risk..., Investments, Securities, Fraud, Management
Education
Cleveland State University 1980 — 1981
Educational Administration and Supervision
Ohio University 1974 — 1978
Bachelor of Science (B.S.), Special Education and Teaching
Carmen Ewing's CUNA Mutual Group Experience 1990 - 1999
Job Sr. Operations Manager at GreatWest Financial
Industry Insurance
Experience
Great-West Financial June 2015 - Present
Great-West Financial August 2011 - June 2015
Empire Education Group June 2010 - August 2011
Receivable Management Services (RMS) October 2007 - June 2010
Madison National Life Insurance Company October 2006 - October 2007
Madison National Life Insurance Company 2003 - 2006
True Health Solutions September 2000 - April 2003
Kids And Youth Foundation September 1999 - September 2000
CUNA Mutual Group 1990 - 1999
Skills
Operations Management, Team Leadership, Operational Efficiency, Change Management, Culture Change, Business Analysis, Strategic Planning, Vendor Management, Customer Experience, Manage Client..., Claims Management, System Deployment, Team Effectiveness, Cross-functional Team..., Organization &..., Workflow Management, Call Centers, Process Improvement, Business Process..., Claim, Insurance, CRM
Education
Colorado State University-Global Campus 2014 — 2015
Master's Degree, Organizational Leadership
Upper Iowa University 2003 — 2007
Business Administration and Management, General
Mt. Horeb High School
Great-West Financial June 2015 - Present
Great-West Financial August 2011 - June 2015
Empire Education Group June 2010 - August 2011
Receivable Management Services (RMS) October 2007 - June 2010
Madison National Life Insurance Company October 2006 - October 2007
Madison National Life Insurance Company 2003 - 2006
True Health Solutions September 2000 - April 2003
Kids And Youth Foundation September 1999 - September 2000
CUNA Mutual Group 1990 - 1999
Skills
Operations Management, Team Leadership, Operational Efficiency, Change Management, Culture Change, Business Analysis, Strategic Planning, Vendor Management, Customer Experience, Manage Client..., Claims Management, System Deployment, Team Effectiveness, Cross-functional Team..., Organization &..., Workflow Management, Call Centers, Process Improvement, Business Process..., Claim, Insurance, CRM
Education
Colorado State University-Global Campus 2014 — 2015
Master's Degree, Organizational Leadership
Upper Iowa University 2003 — 2007
Business Administration and Management, General
Mt. Horeb High School
Alison Johnson Alison Johnson's CUNA Mutual Group Experience February 2011 - August 2013
Job Employee Benefits & Insurance Consultant
Industry Insurance
Qian Xia Qian Xia's CUNA Mutual Group Experience August 2015 - Present
Job Product Support Manager at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group August 2015 - Present
CUNA Mutual Group May 2014 - August 2014
Bank of China Insurance January 2008 - June 2013
China Pacific Insurance Company August 2005 - December 2007
Tian An insurance company July 2004 - June 2005
Skills
Underwriting, Insurance, Property & Casualty..., General Insurance, Liability, Casualty, Reinsurance, Claim, Professional Liability, Risk Management, Analysis, Enterprise Risk..., Financial Risk, Data Analytics, Risk Modeling, Management, Casualty Insurance, Project Management, Microsoft Excel
Education
University of Wisconsin-Madison 2013 — 2015
Master of Business Administration (MBA), Risk Management and Insurance
Peking University 2008 — 2010
Master's degree, Political Economy
Central University of Finance and Economics 2000 — 2004
Bachelor's degree, Insurance
CUNA Mutual Group August 2015 - Present
CUNA Mutual Group May 2014 - August 2014
Bank of China Insurance January 2008 - June 2013
China Pacific Insurance Company August 2005 - December 2007
Tian An insurance company July 2004 - June 2005
Skills
Underwriting, Insurance, Property & Casualty..., General Insurance, Liability, Casualty, Reinsurance, Claim, Professional Liability, Risk Management, Analysis, Enterprise Risk..., Financial Risk, Data Analytics, Risk Modeling, Management, Casualty Insurance, Project Management, Microsoft Excel
Education
University of Wisconsin-Madison 2013 — 2015
Master of Business Administration (MBA), Risk Management and Insurance
Peking University 2008 — 2010
Master's degree, Political Economy
Central University of Finance and Economics 2000 — 2004
Bachelor's degree, Insurance
Alex Zukauskas's CUNA Mutual Group Experience May 2012 - August 2012
Job Consultant at Ernst & Young
Industry Logistics and Supply Chain
Experience
EY September 2015 - Present
University of Wisconsin E-Business Consortium December 2013 - May 2015
Georgia-Pacific LLC May 2014 - August 2014
Georgia-Pacific LLC January 2013 - June 2013
CUNA Mutual Group May 2012 - August 2012
Education
University of Wisconsin-Madison - School of Business 2011 — 2015
Bachelor, Operations and Technology Management, Supply Chain Specialization, Senior
University of Oxford - Said Business School
Colorado State University 2010 — 2011
Bachelor, Business Administration
EY September 2015 - Present
University of Wisconsin E-Business Consortium December 2013 - May 2015
Georgia-Pacific LLC May 2014 - August 2014
Georgia-Pacific LLC January 2013 - June 2013
CUNA Mutual Group May 2012 - August 2012
Education
University of Wisconsin-Madison - School of Business 2011 — 2015
Bachelor, Operations and Technology Management, Supply Chain Specialization, Senior
University of Oxford - Said Business School
Colorado State University 2010 — 2011
Bachelor, Business Administration
Brian Hopper Brian Hopper's CUNA Mutual Group Experience June 2013 - Present
Job Financial Advisor with CUNA Mutual Group, Located at The Summit Federal Credit Union, CRPC®
Industry Financial Services
Experience
CUNA Mutual Group June 2013 - Present
Community Bank NA September 2012 - May 2013
First Niagara Bank November 2010 - September 2012
Geneva NY Chamber of Commerce 2011 - 2012
Bill Cram Chevrolet May 2009 - November 2010
Friendly Dodge Chrysler Jeep September 2006 - May 2009
Skills
Customer Service, Microsoft Office, Goal Oriented, Organizational..., Public Speaking, Direct Sales, Sales Presentations, Excel, Teaching, Financial Planning, Web Applications, Marketing/Promotions, Retirement Planning, Retirement Savings, Debt Elimination, Investments, Retirement, Finance, Life Insurance, Banking, Estate Planning, Sales, Leadership, Fixed Annuities, Mutual Funds, Team Building, Series 7, CRM
Education
College for Financial Planning 2013 — 2014
CRPC®, or Chartered Retirement Planning CounselorSM
State University of New York College at Oswego 1998 — 2001
Bachelor's degree, Marketing
Jefferson Community College 1996 — 1998
Marketing
Harrisville Central 1979 — 1992
Harrisville Central 1978 — 1992
K-12
CUNA Mutual Group June 2013 - Present
Community Bank NA September 2012 - May 2013
First Niagara Bank November 2010 - September 2012
Geneva NY Chamber of Commerce 2011 - 2012
Bill Cram Chevrolet May 2009 - November 2010
Friendly Dodge Chrysler Jeep September 2006 - May 2009
Skills
Customer Service, Microsoft Office, Goal Oriented, Organizational..., Public Speaking, Direct Sales, Sales Presentations, Excel, Teaching, Financial Planning, Web Applications, Marketing/Promotions, Retirement Planning, Retirement Savings, Debt Elimination, Investments, Retirement, Finance, Life Insurance, Banking, Estate Planning, Sales, Leadership, Fixed Annuities, Mutual Funds, Team Building, Series 7, CRM
Education
College for Financial Planning 2013 — 2014
CRPC®, or Chartered Retirement Planning CounselorSM
State University of New York College at Oswego 1998 — 2001
Bachelor's degree, Marketing
Jefferson Community College 1996 — 1998
Marketing
Harrisville Central 1979 — 1992
Harrisville Central 1978 — 1992
K-12
Benjamin Qualley Benjamin Qualley's CUNA Mutual Group Experience September 2015 - Present
Job Assistant Compliance Manager at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group September 2015 - Present
CUNA Mutual Group June 2015 - September 2015
Wolters Kluwer Financial Services July 2014 - 2015
Wolters Kluwer Financial Services January 2012 - July 2014
Wolters Kluwer Financial Services March 2011 - January 2012
Gerbers Law, S.C. April 2008 - March 2011
Thomson West May 2007 - April 2008
Skills
Civil Litigation, Real Estate, Corporate Law, Litigation, Contract Negotiation, Mediation, Mergers & Acquisitions, Legal Writing, Legal Issues, Legal Research, Courts, Westlaw, Finance, Employment Law, Due Diligence, Licensing, Litigation Support, Corporate Governance, Tax, Commercial Litigation, Estate Planning, Intellectual Property, Appeals, Dispute Resolution
Education
Marquette University Law School 2003 — 2006
J.D., Law
Carthage College 1998 — 2003
B.A., Physics
CUNA Mutual Group September 2015 - Present
CUNA Mutual Group June 2015 - September 2015
Wolters Kluwer Financial Services July 2014 - 2015
Wolters Kluwer Financial Services January 2012 - July 2014
Wolters Kluwer Financial Services March 2011 - January 2012
Gerbers Law, S.C. April 2008 - March 2011
Thomson West May 2007 - April 2008
Skills
Civil Litigation, Real Estate, Corporate Law, Litigation, Contract Negotiation, Mediation, Mergers & Acquisitions, Legal Writing, Legal Issues, Legal Research, Courts, Westlaw, Finance, Employment Law, Due Diligence, Licensing, Litigation Support, Corporate Governance, Tax, Commercial Litigation, Estate Planning, Intellectual Property, Appeals, Dispute Resolution
Education
Marquette University Law School 2003 — 2006
J.D., Law
Carthage College 1998 — 2003
B.A., Physics
Art Schlosser Art Schlosser's CUNA Mutual Group Experience September 1996 - December 2014
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2014 - Present
CUNA Mutual Group September 1996 - December 2014
Skills
Series 7, Series 63, Stockbroking, Personal Financial..., Mutual Funds, Annuity Sales, Life Insurance, Retirement Planning, Retirement, IRAs, Roth IRA, Investments, Investment Advisory
Education
Cleveland State University
Master of Business Administration (M.B.A.)
LPL Financial December 2014 - Present
CUNA Mutual Group September 1996 - December 2014
Skills
Series 7, Series 63, Stockbroking, Personal Financial..., Mutual Funds, Annuity Sales, Life Insurance, Retirement Planning, Retirement, IRAs, Roth IRA, Investments, Investment Advisory
Education
Cleveland State University
Master of Business Administration (M.B.A.)
Cindy Polydoras Cindy Polydoras's CUNA Mutual Group Experience November 1997 - August 1998
Job Network Manager at Emergent Health Partners
Industry Hospital & Health Care
Experience
Emergent Health Partners June 2013 - Present
The Henry Ford August 1998 - June 2013
CUNA Mutual Group November 1997 - August 1998
The Henry Ford March 1996 - November 1997
CUNA Mutual Group July 1991 - March 1996
Skills
Microsoft Exchange, Servers, TCP/IP, Project Management, System Administration, Operating Systems, Management, Unix, Software Documentation, Networking, Computer Hardware, Active Directory, Social Media, VMware ESX, DNS, Customer Service, Hardware, Non-profits, Fundraisers, SharePoint, Project Planning, Technical Support, Windows Server, VMware, Nonprofits
Education
University of Michigan-Dearborn 1985 — 1989
Bachelor of Science (B.S.), Management Information Systems, General
Central Michigan University
Emergent Health Partners June 2013 - Present
The Henry Ford August 1998 - June 2013
CUNA Mutual Group November 1997 - August 1998
The Henry Ford March 1996 - November 1997
CUNA Mutual Group July 1991 - March 1996
Skills
Microsoft Exchange, Servers, TCP/IP, Project Management, System Administration, Operating Systems, Management, Unix, Software Documentation, Networking, Computer Hardware, Active Directory, Social Media, VMware ESX, DNS, Customer Service, Hardware, Non-profits, Fundraisers, SharePoint, Project Planning, Technical Support, Windows Server, VMware, Nonprofits
Education
University of Michigan-Dearborn 1985 — 1989
Bachelor of Science (B.S.), Management Information Systems, General
Central Michigan University
Brett Bauer Brett Bauer's CUNA Mutual Group Experience October 2013 - March 2015
Job Senior Policy & Compliance Officer at Navy Federal Credit Union
Industry Law Practice
Experience
Navy Federal Credit Union March 2015 - Present
CUNA Mutual Group October 2013 - March 2015
CUNA Mutual Group October 2012 - October 2013
Milton A. Kramer Community Development Clinic August 2011 - May 2012
Canada-United States Law Journal May 2011 - May 2012
Miller Goler Faeges LLP June 2011 - October 2011
CWRU Graduate Professional Counsel August 2010 - August 2011
Canada-United States Law Journal August 2010 - May 2011
CWRU Environmental Law Society August 2010 - May 2011
Whalen Duffrin LLC June 2010 - August 2010
Skills
Intellectual Property, Immigration Law, Legal Writing, Corporate Law, Legal Research, Spanish, Legal Compliance, Licensing, Trademarks, Mediation, Criminal Law, Westlaw, Policy
Education
Case Western Reserve University School of Law 2009 — 2012
J.D., Intellectual Property and Corporate Law
University of Wisconsin-Madison 2003 — 2007
B.A., Spanish, Political Science, International Studies
Universidad Complutense de Madrid 2005 — 2005
Spanish
Durand High School 1999 — 2003
Navy Federal Credit Union March 2015 - Present
CUNA Mutual Group October 2013 - March 2015
CUNA Mutual Group October 2012 - October 2013
Milton A. Kramer Community Development Clinic August 2011 - May 2012
Canada-United States Law Journal May 2011 - May 2012
Miller Goler Faeges LLP June 2011 - October 2011
CWRU Graduate Professional Counsel August 2010 - August 2011
Canada-United States Law Journal August 2010 - May 2011
CWRU Environmental Law Society August 2010 - May 2011
Whalen Duffrin LLC June 2010 - August 2010
Skills
Intellectual Property, Immigration Law, Legal Writing, Corporate Law, Legal Research, Spanish, Legal Compliance, Licensing, Trademarks, Mediation, Criminal Law, Westlaw, Policy
Education
Case Western Reserve University School of Law 2009 — 2012
J.D., Intellectual Property and Corporate Law
University of Wisconsin-Madison 2003 — 2007
B.A., Spanish, Political Science, International Studies
Universidad Complutense de Madrid 2005 — 2005
Spanish
Durand High School 1999 — 2003
Erin Kraus Erin Kraus's CUNA Mutual Group Experience August 2003 - July 2005
Job Mathematics Student
Industry Higher Education
Experience
Stewart and Kraus June 2011 - January 2013
Law Offices of William G. Morris June 2010 - June 2011
Banker Lopez Gassler, P.A. August 2009 - June 2010
LMP Builders, Inc. August 2008 - May 2009
Keis George LLP May 2007 - November 2007
CUNA Mutual Group August 2003 - July 2005
CUNA Mutual Group December 2001 - July 2003
Education
Florida Gulf Coast University 2015 — 2016
Bachelor of Science (B.S.), Mathematics
Southwest Florida State College 2014 — 2015
Mathematics
Cleveland State University - Cleveland-Marshall College of Law 2005 — 2008
J.D., Law
St. Olaf College 1994 — 1998
B.M., Theory and Composition
Stewart and Kraus June 2011 - January 2013
Law Offices of William G. Morris June 2010 - June 2011
Banker Lopez Gassler, P.A. August 2009 - June 2010
LMP Builders, Inc. August 2008 - May 2009
Keis George LLP May 2007 - November 2007
CUNA Mutual Group August 2003 - July 2005
CUNA Mutual Group December 2001 - July 2003
Education
Florida Gulf Coast University 2015 — 2016
Bachelor of Science (B.S.), Mathematics
Southwest Florida State College 2014 — 2015
Mathematics
Cleveland State University - Cleveland-Marshall College of Law 2005 — 2008
J.D., Law
St. Olaf College 1994 — 1998
B.M., Theory and Composition
David Andrew CLU, ChFC's CUNA Mutual Group Experience October 2011 - May 2012
Job Financial Consultant at Dupaco Community Credit Union
Industry Financial Services
Experience
Dupaco Community Credit Union September 2013 - Present
Abowd and Rose Financial Group June 2012 - August 2013
CUNA Mutual Group October 2011 - May 2012
Midwest Associates, a general agency of Massachusetts Mutual Life Insurance Company(Mass Mutual) January 2011 - September 2011
MassMutual April 2008 - December 2010
John Hancock Life Insurance Company (U.S.A.) March 2000 - March 2008
Skills
Retirement, Long-term Care, Retirement Planning, Series 63, Fixed Annuities, Life Insurance, Estate Planning, IRAs, Securities, Whole Life, Investments, Wealth, Finance, Series 7, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Insurance, Wealth Management, Strategic Financial..., Mutual Funds, Asset Allocation, Series 6, Small Business, Health Insurance, 401k, Universal Life
Education
Coe College 1994 — 2001
Coe College 1995 — 1999
BA, Accounting, Economics, Business Admin.
Benton Community 1989 — 1997
Dupaco Community Credit Union September 2013 - Present
Abowd and Rose Financial Group June 2012 - August 2013
CUNA Mutual Group October 2011 - May 2012
Midwest Associates, a general agency of Massachusetts Mutual Life Insurance Company(Mass Mutual) January 2011 - September 2011
MassMutual April 2008 - December 2010
John Hancock Life Insurance Company (U.S.A.) March 2000 - March 2008
Skills
Retirement, Long-term Care, Retirement Planning, Series 63, Fixed Annuities, Life Insurance, Estate Planning, IRAs, Securities, Whole Life, Investments, Wealth, Finance, Series 7, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Insurance, Wealth Management, Strategic Financial..., Mutual Funds, Asset Allocation, Series 6, Small Business, Health Insurance, 401k, Universal Life
Education
Coe College 1994 — 2001
Coe College 1995 — 1999
BA, Accounting, Economics, Business Admin.
Benton Community 1989 — 1997
Charlie Perez - ITIL v3® Charlie Perez - ITIL v3®'s CUNA Mutual Group Experience March 2014 - Present
Job Project Manager II at CUNA Mutual Group
Industry Information Technology and Services
Experience
Charles Perez IT Consulting April 1996 - Present
CUNA Mutual Group March 2014 - Present
Beacon Hill Staffing Group October 2013 - March 2014
NTT Data, INC December 2012 - October 2013
IBM September 2011 - December 2012
Motorola Inc. June 1999 - February 2011
Allstate December 1986 - May 1999
American National Bank (was Elgin National Bank) September 1984 - December 1987
Skills
Process Improvement, Resource Management, Vendor Management, Account Management, International Business, Process Development, Problem Solving, Agile, SDLC, MS Project, Business Process..., Process Engineering, Quality Assurance, Change Management, Agile Methodologies, Project Management, ITIL, PMP, Process Simulation, Cross-functional Team..., Software Project..., Team Leadership, Software Development, Telecommunications, Integration, IT Management, Program Management, Project Portfolio..., Leadership, Requirements Analysis, Visio, Business Process, IT Service Management, Business Analysis, PMO, Access, System Deployment, Management, Data Center, Networking, Project Delivery, IT Strategy, Business Intelligence, Agile Project Management, Linux
Education
Microtrain 2011 — 2011
Project Management
Columbia College 1998 — 2003
Bachelors of Science, Business Administration, Major in Management, Specialization in Computer Information Systems
Elgin Community College
Associate of Science, Business Management
Larkin High School 1976 — 1979
Charles Perez IT Consulting April 1996 - Present
CUNA Mutual Group March 2014 - Present
Beacon Hill Staffing Group October 2013 - March 2014
NTT Data, INC December 2012 - October 2013
IBM September 2011 - December 2012
Motorola Inc. June 1999 - February 2011
Allstate December 1986 - May 1999
American National Bank (was Elgin National Bank) September 1984 - December 1987
Skills
Process Improvement, Resource Management, Vendor Management, Account Management, International Business, Process Development, Problem Solving, Agile, SDLC, MS Project, Business Process..., Process Engineering, Quality Assurance, Change Management, Agile Methodologies, Project Management, ITIL, PMP, Process Simulation, Cross-functional Team..., Software Project..., Team Leadership, Software Development, Telecommunications, Integration, IT Management, Program Management, Project Portfolio..., Leadership, Requirements Analysis, Visio, Business Process, IT Service Management, Business Analysis, PMO, Access, System Deployment, Management, Data Center, Networking, Project Delivery, IT Strategy, Business Intelligence, Agile Project Management, Linux
Education
Microtrain 2011 — 2011
Project Management
Columbia College 1998 — 2003
Bachelors of Science, Business Administration, Major in Management, Specialization in Computer Information Systems
Elgin Community College
Associate of Science, Business Management
Larkin High School 1976 — 1979
Anjali Krishnan's CUNA Mutual Group Experience June 2012 - Present
Job Human Resources at CUNA Mutual Group
Industry Human Resources
Experience
CUNA Mutual Group June 2012 - Present
University of Wisconsin-Madison August 2011 - September 2012
CUNA Mutual Group June 2011 - August 2011
Infosys Technlogies Ltd September 2004 - July 2008
Skills
Data Analysis, Change Management, Leadership Development, Human Resources, Process Improvement, PeopleSoft, Performance Management, Project Management, Microsoft Excel, Strategic Planning, Talent Management, Microsoft Office, PowerPoint, Leadership, HRIS
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
MBA, Strategic Human Resource Management
Cochin University of Science and Technology 2000 — 2004
B.Tech, Elecronics and Communication
Chinmaya Vidyalaya 1993 — 2004
CUNA Mutual Group June 2012 - Present
University of Wisconsin-Madison August 2011 - September 2012
CUNA Mutual Group June 2011 - August 2011
Infosys Technlogies Ltd September 2004 - July 2008
Skills
Data Analysis, Change Management, Leadership Development, Human Resources, Process Improvement, PeopleSoft, Performance Management, Project Management, Microsoft Excel, Strategic Planning, Talent Management, Microsoft Office, PowerPoint, Leadership, HRIS
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
MBA, Strategic Human Resource Management
Cochin University of Science and Technology 2000 — 2004
B.Tech, Elecronics and Communication
Chinmaya Vidyalaya 1993 — 2004
Michelle Hylton, AWMA®, RFC® Michelle Hylton, AWMA®, RFC®'s CUNA Mutual Group Experience May 1998 - August 2001
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. August 2010 - Present
Ent Federal Credit Union April 2005 - July 2010
Mission Federal Credit Union January 2003 - March 2005
US Allianz August 2001 - January 2003
CUNA Mutual Group May 1998 - August 2001
Education
College for Financial Planning 2008 — 2009
AWMA®, Accredited Wealth Management Advisor
Kaplan University 2006 — 2008
RFC®, Registered Financial Consultant
San Diego State University-California State University 1989 — 1992
Bachelors, Finance
Raymond James Financial Services, Inc. August 2010 - Present
Ent Federal Credit Union April 2005 - July 2010
Mission Federal Credit Union January 2003 - March 2005
US Allianz August 2001 - January 2003
CUNA Mutual Group May 1998 - August 2001
Education
College for Financial Planning 2008 — 2009
AWMA®, Accredited Wealth Management Advisor
Kaplan University 2006 — 2008
RFC®, Registered Financial Consultant
San Diego State University-California State University 1989 — 1992
Bachelors, Finance
Tom Webber Tom Webber's CUNA Mutual Group Experience September 1998 - Present
Job Managing Director at Cuna Mutual Group
Industry Investment Management
Experience
Cuna Mutual Group September 1998 - Present
MEMBERS Capital Advisors 1998 - Present
Lincoln Financial Group 1991 - 1998
Skills
Fixed Income, Portfolio Management, Asset Allocation, Investments, Bonds
Education
Carnegie Mellon University - Tepper School of Business 1989 — 1991
MBA, Finance
Yale University 1979 — 1983
BA, History
Cuna Mutual Group September 1998 - Present
MEMBERS Capital Advisors 1998 - Present
Lincoln Financial Group 1991 - 1998
Skills
Fixed Income, Portfolio Management, Asset Allocation, Investments, Bonds
Education
Carnegie Mellon University - Tepper School of Business 1989 — 1991
MBA, Finance
Yale University 1979 — 1983
BA, History
Liz (O'Donnell) Fehlman Liz (O'Donnell) Fehlman's CUNA Mutual Group Experience March 2011 - September 2011
Job Consultant Advocate at BlueTree Network
Industry Information Technology and Services
Experience
BlueTree Network June 2015 - Present
University of Colorado Health April 2013 - May 2015
Nordic Consulting Partners, Inc October 2012 - March 2013
Skyline Soccer Association November 2011 - October 2012
CUNA Mutual Group March 2011 - September 2011
Epic August 2010 - March 2011
Epic November 2009 - March 2011
Epic June 2008 - September 2009
One Heartland September 2007 - May 2008
Skills
Epic Systems, Software Implementation, Healthcare Information..., Public Speaking, EMR, Event Planning, Microsoft Office, Healthcare, Data Analysis, Microsoft Excel, Social Media, Project Management, Visio, Non-profits, Fundraising
Education
Carthage College 2004 — 2008
BA, Graphic Design, Communications & Digital Media
Carthage College 2004 — 2008
Communications and Graphic Design, Communications and Digital Media
BlueTree Network June 2015 - Present
University of Colorado Health April 2013 - May 2015
Nordic Consulting Partners, Inc October 2012 - March 2013
Skyline Soccer Association November 2011 - October 2012
CUNA Mutual Group March 2011 - September 2011
Epic August 2010 - March 2011
Epic November 2009 - March 2011
Epic June 2008 - September 2009
One Heartland September 2007 - May 2008
Skills
Epic Systems, Software Implementation, Healthcare Information..., Public Speaking, EMR, Event Planning, Microsoft Office, Healthcare, Data Analysis, Microsoft Excel, Social Media, Project Management, Visio, Non-profits, Fundraising
Education
Carthage College 2004 — 2008
BA, Graphic Design, Communications & Digital Media
Carthage College 2004 — 2008
Communications and Graphic Design, Communications and Digital Media
Nicki McCurdy, PHR's CUNA Mutual Group Experience April 2002 - May 2006
Job Recruiting Consultant / Recruiter
Industry Human Resources
Experience
The QTI Group November 2006 - Present
Allianz Life May 2006 - October 2006
CUNA Mutual Group April 2002 - May 2006
American Superconductor January 2001 - April 2002
Sonic Foundry May 1999 - December 2000
Education
Coe College 1992 — 1996
BA, Business Administration
The QTI Group November 2006 - Present
Allianz Life May 2006 - October 2006
CUNA Mutual Group April 2002 - May 2006
American Superconductor January 2001 - April 2002
Sonic Foundry May 1999 - December 2000
Education
Coe College 1992 — 1996
BA, Business Administration
Ralph Gundrum's CUNA Mutual Group Experience April 2013 - Present
Job Lead Attorney at CUNA Mutual Group
Industry Law Practice
Experience
CUNA Mutual Group April 2013 - Present
MGIC October 2006 - April 2013
La Quinta April 2005 - October 2006
Foley & Lardner May 2000 - April 2005
Sidley and Austin October 1997 - March 2000
Skills
Mergers, Securities Law, SEC reporting, Divestitures, Contract Negotiation, Governance, Public Companies, Problem Solving, Bankruptcy, SEC filings, Securities Regulation, Litigation, Mergers & Acquisitions, Corporate Governance
Education
Columbia University School of Law 1994 — 1997
J.D.
University of California 1990 — 1994
B.A., Economics
Hartford Union High School 1986 — 1990
Bachelor of Arts (B.A.)
CUNA Mutual Group April 2013 - Present
MGIC October 2006 - April 2013
La Quinta April 2005 - October 2006
Foley & Lardner May 2000 - April 2005
Sidley and Austin October 1997 - March 2000
Skills
Mergers, Securities Law, SEC reporting, Divestitures, Contract Negotiation, Governance, Public Companies, Problem Solving, Bankruptcy, SEC filings, Securities Regulation, Litigation, Mergers & Acquisitions, Corporate Governance
Education
Columbia University School of Law 1994 — 1997
J.D.
University of California 1990 — 1994
B.A., Economics
Hartford Union High School 1986 — 1990
Bachelor of Arts (B.A.)
Brenda Licciardi's CUNA Mutual Group Experience 2006 - 2006
Job Business Analyst at COCC
Industry Information Services
Experience
COCC March 2014 - Present
Heartland School Solutions September 2011 - March 2014
Paychex April 2008 - September 2011
COCC August 2007 - April 2008
CUNA Mutual Group 2006 - 2006
CUNA Mutual Group 2003 - 2006
Creditor Services Inc. 1993 - 2003
Wegmans Transaction Services 1991 - 1993
Western New York Computing Systems 1983 - 1991
Skills
Business Analysis, Project Management, Project Planning, SDLC, Analysis, Requirements Analysis, Customer Service, Change Management, Cross-functional Team..., Software Project..., Business Process..., Team Building, Product Development, Software Documentation, Non-profit Volunteering, Team Leadership
Education
University of Rochester 1980 — 1982
BA
Colgate University 1978 — 1980
COCC March 2014 - Present
Heartland School Solutions September 2011 - March 2014
Paychex April 2008 - September 2011
COCC August 2007 - April 2008
CUNA Mutual Group 2006 - 2006
CUNA Mutual Group 2003 - 2006
Creditor Services Inc. 1993 - 2003
Wegmans Transaction Services 1991 - 1993
Western New York Computing Systems 1983 - 1991
Skills
Business Analysis, Project Management, Project Planning, SDLC, Analysis, Requirements Analysis, Customer Service, Change Management, Cross-functional Team..., Software Project..., Business Process..., Team Building, Product Development, Software Documentation, Non-profit Volunteering, Team Leadership
Education
University of Rochester 1980 — 1982
BA
Colgate University 1978 — 1980
Kathryn Loup's CUNA Mutual Group Experience May 2007 - September 2010
Job Senior Manager at Boston Medical Center (BMC)
Industry Computer Software
Experience
Boston Medical Center (BMC) March 2015 - Present
Amadeus IT Group March 2014 - March 2015
Hologic June 2011 - October 2013
The Princeton Review January 2011 - December 2011
Cardinal Stritch University April 2009 - October 2010
CUNA Mutual Group May 2007 - September 2010
Delphi May 2004 - May 2007
Skills
Decision Support, Process Improvement, Strategic Planning, Financial Analysis, Financial Reporting, Business Analysis, Business Planning, KPI Reports, Financial Modeling, Qualitative Research, Leadership, Management, Budgets, Start-ups, Business Development, Managerial Finance, Finance, Business Strategy
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance & Strategy
Smith College
University of Michigan
BA, History of Art
Boston Medical Center (BMC) March 2015 - Present
Amadeus IT Group March 2014 - March 2015
Hologic June 2011 - October 2013
The Princeton Review January 2011 - December 2011
Cardinal Stritch University April 2009 - October 2010
CUNA Mutual Group May 2007 - September 2010
Delphi May 2004 - May 2007
Skills
Decision Support, Process Improvement, Strategic Planning, Financial Analysis, Financial Reporting, Business Analysis, Business Planning, KPI Reports, Financial Modeling, Qualitative Research, Leadership, Management, Budgets, Start-ups, Business Development, Managerial Finance, Finance, Business Strategy
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance & Strategy
Smith College
University of Michigan
BA, History of Art
Pradeep Kallu's CUNA Mutual Group Experience September 2001 - December 2001
Job Senior Consultant at American Electric Power
Industry Computer Software
Experience
Safelite AutoGlass June 2013 - Present
Tek systems January 2000 - March 2014
American Electric Power February 2013 - June 2013
Emerson Network June 2007 - February 2013
Verizon Wireless October 2005 - June 2007
Affinion Group March 2005 - October 2005
Masco Corporation September 2004 - March 2005
University of Michigan July 2002 - September 2004
JPMorgan Chase December 2001 - July 2002
CUNA Mutual Group September 2001 - December 2001
Skills
Architecture, Requirements Analysis, Design Specifications, Code Review, Mentoring, SQL Server, VSS, IIS, LINQ, VBScript, MVC, SOA, ASP.NET, VB.NET, XML, Visual Basic, C#, Web Services, SQL, .NET, SDLC, Crystal Reports, JavaScript, HTML, Enterprise Architecture, Application Development, Agile, SOAP, ASP, AJAX, Databases, CSS, PL/SQL, UML, Business Analysis, Software Development, Subversion, Microsoft SQL Server, jQuery
Education
Cleveland State University 1998 — 1999
MS, Computer Science
Kakatiya University 1994 — 1998
BS, Computer Science
Safelite AutoGlass June 2013 - Present
Tek systems January 2000 - March 2014
American Electric Power February 2013 - June 2013
Emerson Network June 2007 - February 2013
Verizon Wireless October 2005 - June 2007
Affinion Group March 2005 - October 2005
Masco Corporation September 2004 - March 2005
University of Michigan July 2002 - September 2004
JPMorgan Chase December 2001 - July 2002
CUNA Mutual Group September 2001 - December 2001
Skills
Architecture, Requirements Analysis, Design Specifications, Code Review, Mentoring, SQL Server, VSS, IIS, LINQ, VBScript, MVC, SOA, ASP.NET, VB.NET, XML, Visual Basic, C#, Web Services, SQL, .NET, SDLC, Crystal Reports, JavaScript, HTML, Enterprise Architecture, Application Development, Agile, SOAP, ASP, AJAX, Databases, CSS, PL/SQL, UML, Business Analysis, Software Development, Subversion, Microsoft SQL Server, jQuery
Education
Cleveland State University 1998 — 1999
MS, Computer Science
Kakatiya University 1994 — 1998
BS, Computer Science
Patrick Scharmer's CUNA Mutual Group Experience April 2014 - Present
Job IT Application Development Manager at CUNA Mutual Group
Industry Computer Software
Experience
CUNA Mutual Group April 2014 - Present
Promega November 2012 - April 2014
ADP Dealer Services February 2009 - November 2012
Northwoods Software December 2003 - February 2009
Scharmer Business Systems May 1998 - December 2003
Zurich North America May 1998 - October 2003
Independent Computer Consultants Association January 2000 - December 2000
Kraft Foods October 1995 - May 1998
TransUnion June 1994 - October 1995
Skills
Software Development, Contract Negotiation, Application Development, Outsourcing, E-commerce, Management, Team Leadership, Cross-functional Team..., Technical Leadership, Software Project..., Agile Project Management, Leading Change, Change Leadership, Change Management, .NET
Education
Concord Law School - Kaplan University 2004 — 2007
J.D., Law
University of Wisconsin-Stevens Point 1989 — 1993
B.S., Computer Information Systems
CUNA Mutual Group April 2014 - Present
Promega November 2012 - April 2014
ADP Dealer Services February 2009 - November 2012
Northwoods Software December 2003 - February 2009
Scharmer Business Systems May 1998 - December 2003
Zurich North America May 1998 - October 2003
Independent Computer Consultants Association January 2000 - December 2000
Kraft Foods October 1995 - May 1998
TransUnion June 1994 - October 1995
Skills
Software Development, Contract Negotiation, Application Development, Outsourcing, E-commerce, Management, Team Leadership, Cross-functional Team..., Technical Leadership, Software Project..., Agile Project Management, Leading Change, Change Leadership, Change Management, .NET
Education
Concord Law School - Kaplan University 2004 — 2007
J.D., Law
University of Wisconsin-Stevens Point 1989 — 1993
B.S., Computer Information Systems
Jace Thomas's CUNA Mutual Group Experience October 2008 - June 2009
Job Support Staff at St. Martin De Porres Residence Inc.
Industry Consumer Services
Experience
St. Martin De Porres Residence Inc. July 2014 - Present
AT&T August 2012 - November 2012
Independent Contractor June 2010 - August 2012
RadioShack June 2009 - July 2010
CUNA Mutual Group October 2008 - June 2009
Bank of America April 2008 - August 2008
Geiger September 2006 - March 2008
Support Solutions July 2003 - September 2006
Skills
Customer Service, Training, Sales, Call Center, Sales Management, Research, Call Centers, Time Management
Education
Central Maine Community College 2014 — 2016
Associate's Degree, Human Development, Family Studies, and Related Services
North Atlantic Regional High School
St. Martin De Porres Residence Inc. July 2014 - Present
AT&T August 2012 - November 2012
Independent Contractor June 2010 - August 2012
RadioShack June 2009 - July 2010
CUNA Mutual Group October 2008 - June 2009
Bank of America April 2008 - August 2008
Geiger September 2006 - March 2008
Support Solutions July 2003 - September 2006
Skills
Customer Service, Training, Sales, Call Center, Sales Management, Research, Call Centers, Time Management
Education
Central Maine Community College 2014 — 2016
Associate's Degree, Human Development, Family Studies, and Related Services
North Atlantic Regional High School
Adam Rygg's CUNA Mutual Group Experience 2010 - February 2011
Job Experienced Business Analyst, SQL programmer; Solutionoriented problem solver
Industry Information Services
Experience
Wells Fargo Advisors March 2013 - Present
Groupware Technologies August 2012 - March 2013
APS Healthcare April 2012 - July 2012
GE Healthcare March 2011 - May 2012
CUNA Mutual Group 2010 - February 2011
WageWorks April 2010 - July 2010
DDN Pharmaceutical Logistics October 2009 - March 2010
Doral Dental January 2008 - July 2009
Kforce Professional Staffing July 2007 - January 2008
Argon Industries January 2007 - May 2007
Skills
SSIS, Visual Studio, Software Documentation, SSRS, Microsoft Office, Business Analysis, Visio, Microsoft SQL Server, Access, SQL, Data Analysis, Process Improvement, Business Intelligence, Crystal Reports, Requirements Gathering, Visual Basic, SharePoint, Data Warehousing, SDLC, Disaster Recovery, Databases, Database Design
Education
Carroll University 1998 — 2003
Computer Science, Business
Wells Fargo Advisors March 2013 - Present
Groupware Technologies August 2012 - March 2013
APS Healthcare April 2012 - July 2012
GE Healthcare March 2011 - May 2012
CUNA Mutual Group 2010 - February 2011
WageWorks April 2010 - July 2010
DDN Pharmaceutical Logistics October 2009 - March 2010
Doral Dental January 2008 - July 2009
Kforce Professional Staffing July 2007 - January 2008
Argon Industries January 2007 - May 2007
Skills
SSIS, Visual Studio, Software Documentation, SSRS, Microsoft Office, Business Analysis, Visio, Microsoft SQL Server, Access, SQL, Data Analysis, Process Improvement, Business Intelligence, Crystal Reports, Requirements Gathering, Visual Basic, SharePoint, Data Warehousing, SDLC, Disaster Recovery, Databases, Database Design
Education
Carroll University 1998 — 2003
Computer Science, Business
Joe Seabott's CUNA Mutual Group Experience November 2006 - March 2007
Job Senior Project Manager at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group June 2010 - Present
WPS Health Insurance TriCare through Exacta Consulting 2009 - June 2010
WPS Health Insurance August 2008 - June 2010
Northern Trust November 2007 - 2009
Cardinal Health March 2007 - August 2007
CUNA Mutual Group November 2006 - March 2007
Dean Health System August 2006 - November 2006
United States Government - Restricted Project August 2004 - June 2006
The Boeing Company January 1987 - July 2004
Skills
PMO, Process Improvement, Vendor Management, Program Management, Visio, Project Management, Requirements Analysis, Business Analysis, MS Project, Software Project..., Project Portfolio...
Education
Central Washington University
BS, Accounting
The George Washington University
Project Management
University of Southern California
Systems Engineering
University of Washington, Michael G. Foster School of Business
Certificate, International Business
Lincoln Financial Group June 2010 - Present
WPS Health Insurance TriCare through Exacta Consulting 2009 - June 2010
WPS Health Insurance August 2008 - June 2010
Northern Trust November 2007 - 2009
Cardinal Health March 2007 - August 2007
CUNA Mutual Group November 2006 - March 2007
Dean Health System August 2006 - November 2006
United States Government - Restricted Project August 2004 - June 2006
The Boeing Company January 1987 - July 2004
Skills
PMO, Process Improvement, Vendor Management, Program Management, Visio, Project Management, Requirements Analysis, Business Analysis, MS Project, Software Project..., Project Portfolio...
Education
Central Washington University
BS, Accounting
The George Washington University
Project Management
University of Southern California
Systems Engineering
University of Washington, Michael G. Foster School of Business
Certificate, International Business
Kevan Forest's CUNA Mutual Group Experience January 1994 - August 1998
Job Interim Director ITSInformation Systems at University of Northern Iowa
Industry Higher Education
Experience
University of Northern Iowa November 2014 - Present
University of Northern Iowa June 2004 - October 2014
University of Northern Iowa August 1998 - June 2004
CUNA Mutual Group January 1994 - August 1998
CUNA Mutual Group January 1993 - January 1994
CUNA Mutual Group May 1992 - January 1993
CUNA Mutual Group August 1989 - May 1992
Principal Financial Group January 1989 - August 1989
Skills
Database Administration, Data Warehousing, Data Modeling, SQL Tuning, Technical Leadership, Project Management, Oracle E-Business Suite, PeopleSoft, Life Insurance, Higher Education, SQL, Oracle PL/SQL..., Technical Architecture, Large Systems..., Team Leadership, Communication, Strategic Planning, Disaster Recovery, IT Audit, Solaris, Business Intelligence, Integration, Database Design, Microsoft SQL Server, ERP, IT Management, System Administration, Testing, Oracle Applications, CRM, PL/SQL, Unix, SDLC, ETL, Visio, Enterprise Architecture, OBIEE, Shell Scripting, Requirements Gathering, Databases, Leadership, Oracle, Management, DB2, Business Analysis, Requirements Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
MBA
Clarke College 1985 — 1988
Bachelor of Arts, Computer Science and Mathematics
University of Northern Iowa November 2014 - Present
University of Northern Iowa June 2004 - October 2014
University of Northern Iowa August 1998 - June 2004
CUNA Mutual Group January 1994 - August 1998
CUNA Mutual Group January 1993 - January 1994
CUNA Mutual Group May 1992 - January 1993
CUNA Mutual Group August 1989 - May 1992
Principal Financial Group January 1989 - August 1989
Skills
Database Administration, Data Warehousing, Data Modeling, SQL Tuning, Technical Leadership, Project Management, Oracle E-Business Suite, PeopleSoft, Life Insurance, Higher Education, SQL, Oracle PL/SQL..., Technical Architecture, Large Systems..., Team Leadership, Communication, Strategic Planning, Disaster Recovery, IT Audit, Solaris, Business Intelligence, Integration, Database Design, Microsoft SQL Server, ERP, IT Management, System Administration, Testing, Oracle Applications, CRM, PL/SQL, Unix, SDLC, ETL, Visio, Enterprise Architecture, OBIEE, Shell Scripting, Requirements Gathering, Databases, Leadership, Oracle, Management, DB2, Business Analysis, Requirements Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
MBA
Clarke College 1985 — 1988
Bachelor of Arts, Computer Science and Mathematics
Chris Rouw's CUNA Mutual Group Experience June 1998 - April 2007
Job Owner, Far Reach
Industry Information Technology and Services
Experience
Far Reach April 2007 - Present
Rabo AgInsurance Services / Rabobank 2007 - September 2009
Rabo AgriFinance 2007 - September 2009
CUNA Mutual Group June 1998 - April 2007
Principal Financial Group June 1993 - June 1998
Skills
XML, ASP.NET, SQL Server, Silverlight, Visual Studio, WCF, C#, HTML, CSS, .NET, ADO.NET, Web Services, RIA, ArcGIS Server, Microsoft SQL Server, SharePoint, Software Development, Visual Basic, ASP.NET MVC, Web Applications, XSLT, Mobile Applications, ASP, Integration, Database Design
Education
Central College 1989 — 1993
Bachelor of Arts (BA), Mathematics and Computer Science
Far Reach April 2007 - Present
Rabo AgInsurance Services / Rabobank 2007 - September 2009
Rabo AgriFinance 2007 - September 2009
CUNA Mutual Group June 1998 - April 2007
Principal Financial Group June 1993 - June 1998
Skills
XML, ASP.NET, SQL Server, Silverlight, Visual Studio, WCF, C#, HTML, CSS, .NET, ADO.NET, Web Services, RIA, ArcGIS Server, Microsoft SQL Server, SharePoint, Software Development, Visual Basic, ASP.NET MVC, Web Applications, XSLT, Mobile Applications, ASP, Integration, Database Design
Education
Central College 1989 — 1993
Bachelor of Arts (BA), Mathematics and Computer Science
Timothy Tyson's CUNA Mutual Group Experience September 2011 - Present
Job Business System Consultant at CUNA Mutual Group
Industry Information Technology and Services
Experience
CUNA Mutual Group September 2011 - Present
Safe Bridge Solutions September 2008 - February 2012
IndyMac Bank July 2001 - September 2008
Optimator, Inc 2000 - 2001
Stratagem September 1997 - April 2000
Covance Laboratories March 1996 - September 1997
Education
Clarke University 1981 — 1985
CUNA Mutual Group September 2011 - Present
Safe Bridge Solutions September 2008 - February 2012
IndyMac Bank July 2001 - September 2008
Optimator, Inc 2000 - 2001
Stratagem September 1997 - April 2000
Covance Laboratories March 1996 - September 1997
Education
Clarke University 1981 — 1985
Brad Byers, CFP™, ChFC's CUNA Mutual Group Experience 2003 - 2013
Job Financial Planner located at Wings Financial Federal Credit Union
Industry Financial Services
Experience
Wings Financial Federal Credit Union January 2003 - Present
CUNA Mutual Group 2003 - 2013
Associated Bank July 2001 - January 2003
National City Bank 1998 - 2001
Primevest Financial Services 1995 - 1998
Skills
Chartered Financial..., Life Insurance, Customer Service, Financial Advisory, Series 65, Strategic Financial..., Mutual Funds, Series 7, Credit Analysis, Credit Unions, Wealth Management...
Education
College for Financial Planning 1992 — 1994
CFP
Eastern Illinois University 1974 — 1978
Bachelor of Science (BS), Marketing
Wings Financial Federal Credit Union January 2003 - Present
CUNA Mutual Group 2003 - 2013
Associated Bank July 2001 - January 2003
National City Bank 1998 - 2001
Primevest Financial Services 1995 - 1998
Skills
Chartered Financial..., Life Insurance, Customer Service, Financial Advisory, Series 65, Strategic Financial..., Mutual Funds, Series 7, Credit Analysis, Credit Unions, Wealth Management...
Education
College for Financial Planning 1992 — 1994
CFP
Eastern Illinois University 1974 — 1978
Bachelor of Science (BS), Marketing
Lori Bowen's CUNA Mutual Group Experience May 1988 - July 1996
Job Extraordinary Expense Manager at Yazaki North America
Industry Automotive
Experience
Yazaki North America April 2010 - Present
Yazaki North America November 2009 - September 2010
Yazaki North America November 2005 - February 2010
S-Y Systems Technologies July 2003 - November 2005
S-Y Systems Technologies 2000 - 2005
S-Y Systems December 2000 - July 2003
Lear Corporation April 2000 - December 2000
Lear Corporation November 1998 - April 2000
United Technologies Automotive August 1996 - November 1998
CUNA Mutual Group May 1988 - July 1996
Education
Oakland University 1988 — 1992
MBA, Business
Central Michigan University 1981 — 1985
BA, Journalism, Advertising
Alpena High School 1978 — 1981
Yazaki North America April 2010 - Present
Yazaki North America November 2009 - September 2010
Yazaki North America November 2005 - February 2010
S-Y Systems Technologies July 2003 - November 2005
S-Y Systems Technologies 2000 - 2005
S-Y Systems December 2000 - July 2003
Lear Corporation April 2000 - December 2000
Lear Corporation November 1998 - April 2000
United Technologies Automotive August 1996 - November 1998
CUNA Mutual Group May 1988 - July 1996
Education
Oakland University 1988 — 1992
MBA, Business
Central Michigan University 1981 — 1985
BA, Journalism, Advertising
Alpena High School 1978 — 1981
Jane Roach's CUNA Mutual Group Experience March 2014 - Present
Job UX Project Manager at CUNA Mutual Group
Industry Information Technology and Services
Experience
CUNA Mutual Group March 2014 - Present
CUNA Mutual Group August 2012 - September 2013
American Family Insurance April 2005 - May 2012
Compuware Corporation 1997 - 2005
Compuware 1995 - 2005
JobBOSS Software 1994 - 1994
University of Minnesota 1987 - 1993
Skills
Project Management, Business Analysis, Strategic Planning, HTML, User Experience, Agile Methodologies, Program Management, Process Improvement, CSS, User Research, Standards Compliance, User-centered Design, Usability Engineering, Information Architecture, User Interface Design, Requirements Gathering, Usability Testing, Software Documentation, Usability, Interaction Design, Analysis, Web Applications, Strategy, Information Design, Contextual Inquiry, User Scenarios, Testing, Business Process, Visio, Heuristic Evaluation, Axure, User Stories, Card Sorting, Persona
Education
Carleton College
B.A., English
University of Wisconsin-Madison - School of Business
Master's Certificate, Project Management
Human Factors International / Weinschenk Consulting
Certified Usability Analyst
University of Minnesota-Twin Cities
Graduate studies in public health, psychology
CUNA Mutual Group March 2014 - Present
CUNA Mutual Group August 2012 - September 2013
American Family Insurance April 2005 - May 2012
Compuware Corporation 1997 - 2005
Compuware 1995 - 2005
JobBOSS Software 1994 - 1994
University of Minnesota 1987 - 1993
Skills
Project Management, Business Analysis, Strategic Planning, HTML, User Experience, Agile Methodologies, Program Management, Process Improvement, CSS, User Research, Standards Compliance, User-centered Design, Usability Engineering, Information Architecture, User Interface Design, Requirements Gathering, Usability Testing, Software Documentation, Usability, Interaction Design, Analysis, Web Applications, Strategy, Information Design, Contextual Inquiry, User Scenarios, Testing, Business Process, Visio, Heuristic Evaluation, Axure, User Stories, Card Sorting, Persona
Education
Carleton College
B.A., English
University of Wisconsin-Madison - School of Business
Master's Certificate, Project Management
Human Factors International / Weinschenk Consulting
Certified Usability Analyst
University of Minnesota-Twin Cities
Graduate studies in public health, psychology
Kelly Smitsdorff's CUNA Mutual Group Experience July 1998 - August 1999
Job Attorney, Human Resources Professional
Industry Human Resources
Experience
MRA - The Management Association February 2008 - March 2014
Godfrey & Kahn, S.C. July 2005 - February 2008
Wessels & Pautsch, P.C. June 2002 - July 2005
MRA - The Management Association August 1999 - May 2001
CUNA Mutual Group July 1998 - August 1999
LAUREATE GROUP February 1991 - May 1998
Skills
Employment Law, Organizational..., Employee Relations, Labor Relations, Human Resources, Performance Management, Personnel Management, Employee Handbooks, Discrimination, FMLA, Hiring, Employment...
Education
Carroll University
Bachelor of Arts, Communications and English
KELLER GRADUATE SCHOOL OF MANAGEMENT
Master, Human Resource Management
Kettle Moraine High School
Marquette University Law School
Juris Doctor
MRA - The Management Association February 2008 - March 2014
Godfrey & Kahn, S.C. July 2005 - February 2008
Wessels & Pautsch, P.C. June 2002 - July 2005
MRA - The Management Association August 1999 - May 2001
CUNA Mutual Group July 1998 - August 1999
LAUREATE GROUP February 1991 - May 1998
Skills
Employment Law, Organizational..., Employee Relations, Labor Relations, Human Resources, Performance Management, Personnel Management, Employee Handbooks, Discrimination, FMLA, Hiring, Employment...
Education
Carroll University
Bachelor of Arts, Communications and English
KELLER GRADUATE SCHOOL OF MANAGEMENT
Master, Human Resource Management
Kettle Moraine High School
Marquette University Law School
Juris Doctor
Jeremy Bohn's CUNA Mutual Group Experience June 2015 - Present
Job at
Industry Insurance
Experience
CUNA Mutual Group June 2015 - Present
United Heartland June 2008 - June 2015
Kingman Custom Contractors Inc. May 2007 - May 2008
Skills
Insurance, Subrogation, Workers Compensation, Claims Management, Claim, Property & Casualty..., Liability, Commercial Insurance, Casualty, Legal Liability, Underwriting, General Insurance, Workers' Compensation..., Commercial Lines, Risk Management, Medicare, Customer Service, Process Improvement, Microsoft Excel, Outlook, Claim Investigation, Litigation Management, Claims Handling
Education
Carroll University 2004 — 2008
Business, Finance
Fort Atkinson High School 2000 — 2004
CUNA Mutual Group June 2015 - Present
United Heartland June 2008 - June 2015
Kingman Custom Contractors Inc. May 2007 - May 2008
Skills
Insurance, Subrogation, Workers Compensation, Claims Management, Claim, Property & Casualty..., Liability, Commercial Insurance, Casualty, Legal Liability, Underwriting, General Insurance, Workers' Compensation..., Commercial Lines, Risk Management, Medicare, Customer Service, Process Improvement, Microsoft Excel, Outlook, Claim Investigation, Litigation Management, Claims Handling
Education
Carroll University 2004 — 2008
Business, Finance
Fort Atkinson High School 2000 — 2004
Barbara Shereda's CUNA Mutual Group Experience January 1991 - September 2006
Job President/CEO at QMI Group, Inc
Industry Marketing and Advertising
Experience
QMI Group, Inc January 1997 - Present
CUNA Mutual Group January 1991 - September 2006
Skills
Insurance, Budgets, Strategic Planning, Team Building, New Business Development, Marketing Strategy, Retirement, Marketing, Business Planning, Sales Management, Marketing Communications, Executive Management, Account Management, Risk Management
Education
The American College 2002 — 2005
Chartered Life Underwriter, Insurance
College for Financial Planning 1987 — 1990
CFP, Financial Planning
QMI Group, Inc January 1997 - Present
CUNA Mutual Group January 1991 - September 2006
Skills
Insurance, Budgets, Strategic Planning, Team Building, New Business Development, Marketing Strategy, Retirement, Marketing, Business Planning, Sales Management, Marketing Communications, Executive Management, Account Management, Risk Management
Education
The American College 2002 — 2005
Chartered Life Underwriter, Insurance
College for Financial Planning 1987 — 1990
CFP, Financial Planning
Shelly Vils Havel's CUNA Mutual Group Experience June 2006 - May 2011
Job Training & Change Management Officer Office of Human Resource Development, UW Madison
Industry Professional Training & Coaching
Experience
University of Wisconsin-Madison February 2014 - Present
Marine Credit Union July 2011 - July 2013
CUNA Mutual Group June 2006 - May 2011
Summit Credit Union 2003 - May 2006
Bank of Waunakee 2000 - 2003
Skills
Motivational Speaking, Instructional Design, Credit, Coaching, Workshop Facilitation, Loans, Leadership Development, Leadership, Group Facilitation, Situational Leadership, Mortgage Lending, Training Facilitation, Training Leadership, Training Programs, Professional Mentoring, Consumer Lending, Credit Unions, Underwriting, Consultation Skills, Public Speaking, Training Delivery, Team Building, Training, Insurance, Call Centers, Facilitators, Banking, Negotiation, Sales, Marketing, Finance, Executive Management, Process Improvement, Risk Management, Performance Management, Needs Analysis, Performance Consulting, Financial Services, Organizational..., Change Management, Facilitation, Management, Strategic Planning, Customer Service, Team Leadership, Strategy
Education
Carroll University
Communication, Spanish
Middleton High School
UW - Madison School of Business
University of Wisconsin-Madison February 2014 - Present
Marine Credit Union July 2011 - July 2013
CUNA Mutual Group June 2006 - May 2011
Summit Credit Union 2003 - May 2006
Bank of Waunakee 2000 - 2003
Skills
Motivational Speaking, Instructional Design, Credit, Coaching, Workshop Facilitation, Loans, Leadership Development, Leadership, Group Facilitation, Situational Leadership, Mortgage Lending, Training Facilitation, Training Leadership, Training Programs, Professional Mentoring, Consumer Lending, Credit Unions, Underwriting, Consultation Skills, Public Speaking, Training Delivery, Team Building, Training, Insurance, Call Centers, Facilitators, Banking, Negotiation, Sales, Marketing, Finance, Executive Management, Process Improvement, Risk Management, Performance Management, Needs Analysis, Performance Consulting, Financial Services, Organizational..., Change Management, Facilitation, Management, Strategic Planning, Customer Service, Team Leadership, Strategy
Education
Carroll University
Communication, Spanish
Middleton High School
UW - Madison School of Business
Aby Lukose's CUNA Mutual Group Experience 2011 - 2014
Job Senior Manager at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions July 2012 - Present
PepsiCo 2014 - 2015
PepsiCo 2014 - 2015
CUNA Mutual Group 2011 - 2014
Cognizant Technology Solutions February 2004 - June 2012
3M 2007 - May 2008
Gemini Software Solutions 2003 - 2004
Vision Online January 2001 - March 2003
Skills
Software Project..., SDLC, Requirements Analysis, Solution Architecture, IT Strategy, Business Analysis, Requirements Gathering, Global Delivery, PL/SQL, PMP
Education
Cochin University of Science and Technology 1996 — 2000
BTech, IT
Cognizant Technology Solutions July 2012 - Present
PepsiCo 2014 - 2015
PepsiCo 2014 - 2015
CUNA Mutual Group 2011 - 2014
Cognizant Technology Solutions February 2004 - June 2012
3M 2007 - May 2008
Gemini Software Solutions 2003 - 2004
Vision Online January 2001 - March 2003
Skills
Software Project..., SDLC, Requirements Analysis, Solution Architecture, IT Strategy, Business Analysis, Requirements Gathering, Global Delivery, PL/SQL, PMP
Education
Cochin University of Science and Technology 1996 — 2000
BTech, IT
Ryan Prentice's CUNA Mutual Group Experience July 2012 - November 2012
Job Technical Product Manager
Industry Financial Services
Experience
Symitar November 2012 - Present
CUNA Mutual Group July 2012 - November 2012
Jack Henry & Associates November 2004 - July 2012
Pemco Technology Services, Inc. December 2002 - November 2004
Advanced Digital Information Corporation (ADIC) December 2001 - December 2002
Skills
Strategic Planning, Management, Leadership, Strategic Partnerships, Training, Customer Service, Sales, Cloud Computing, Strategy, SaaS, CRM
Education
Central Washington University 1997 — 2001
B.S. Business Administration, Finance
Symitar November 2012 - Present
CUNA Mutual Group July 2012 - November 2012
Jack Henry & Associates November 2004 - July 2012
Pemco Technology Services, Inc. December 2002 - November 2004
Advanced Digital Information Corporation (ADIC) December 2001 - December 2002
Skills
Strategic Planning, Management, Leadership, Strategic Partnerships, Training, Customer Service, Sales, Cloud Computing, Strategy, SaaS, CRM
Education
Central Washington University 1997 — 2001
B.S. Business Administration, Finance
John Slusher's CUNA Mutual Group Experience November 1981 - Present
Job Vice PresidentSales at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group November 1981 - Present
Cuna Mutual 1981 - Present
Skills
Insurance, Credit Unions, Underwriting, Loans, Credit, Relationship Management, Banking, Financial Services, Property & Casualty..., Life Insurance, Executive Management, Financial Analysis, Risk Management, Mortgage Lending
Education
Carson-Newman University 1972 — 1976
BS, Business Management
Northside High School
CUNA Mutual Group November 1981 - Present
Cuna Mutual 1981 - Present
Skills
Insurance, Credit Unions, Underwriting, Loans, Credit, Relationship Management, Banking, Financial Services, Property & Casualty..., Life Insurance, Executive Management, Financial Analysis, Risk Management, Mortgage Lending
Education
Carson-Newman University 1972 — 1976
BS, Business Management
Northside High School
Bob Boram CFP, ChFC's CUNA Mutual Group Experience 1998 - 2008
Job Personel Financial Consultant
Industry Financial Services
Experience
Managed Health Network Government Services November 2010 - Present
Managed Health Net Government Services November 2010 - Present
Strategic Resources Incorporated November 2009 - July 2010
Strategic Resources, Inc April 2009 - June 2010
CUNA MUTUAL LIFE INSURANCE COMPANY January 1998 - January 2008
CUNA Mutual Group 1998 - 2008
PRIME FINANCIAL SERVICES January 1995 - January 1998
MetLife January 1991 - January 1994
EASTERN AIRLINES, INC January 1972 - January 1991
Skills
Budgets, Training, Management, Strategic Financial..., Insurance, Retirement Planning, Investments, Employee Benefits, Finance, Program Management, Sales, Human Resources, Marketing, Wealth Management, Series 7, Financial Services, Retirement, Risk Management, Life Insurance, Financial Advisory, Mutual Funds, Fixed Annuities, Negotiation
Education
Catonsville Community College
AAS, Air Traffic Management
Managed Health Network Government Services November 2010 - Present
Managed Health Net Government Services November 2010 - Present
Strategic Resources Incorporated November 2009 - July 2010
Strategic Resources, Inc April 2009 - June 2010
CUNA MUTUAL LIFE INSURANCE COMPANY January 1998 - January 2008
CUNA Mutual Group 1998 - 2008
PRIME FINANCIAL SERVICES January 1995 - January 1998
MetLife January 1991 - January 1994
EASTERN AIRLINES, INC January 1972 - January 1991
Skills
Budgets, Training, Management, Strategic Financial..., Insurance, Retirement Planning, Investments, Employee Benefits, Finance, Program Management, Sales, Human Resources, Marketing, Wealth Management, Series 7, Financial Services, Retirement, Risk Management, Life Insurance, Financial Advisory, Mutual Funds, Fixed Annuities, Negotiation
Education
Catonsville Community College
AAS, Air Traffic Management
Steve Zenk's CUNA Mutual Group Experience November 2006 - Present
Job Program Director at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group November 2006 - Present
JT Packard May 2004 - October 2006
Thermo Electron October 2002 - April 2004
Thermo Electron September 1999 - December 2002
Thermo Electron July 1998 - June 2001
Thermo Electron February 1988 - June 1998
Skills
Process Improvement, Project Management, Strategic Planning, Change Management, Vendor Management, Management, Program Management, Project Planning, Business Process..., Marketing, Manufacturing, SDLC, Business Analysis, CRM, Cross-functional Team..., Team Building, Customer Service, Organizational..., Training, PMP
Education
Colorado Technical University
MBA, Marketing
University of Phoenix
BS, Business Management
Minnesota School of Business 1982 — 1984
AS, Electronic Engineering Technology
CUNA Mutual Group November 2006 - Present
JT Packard May 2004 - October 2006
Thermo Electron October 2002 - April 2004
Thermo Electron September 1999 - December 2002
Thermo Electron July 1998 - June 2001
Thermo Electron February 1988 - June 1998
Skills
Process Improvement, Project Management, Strategic Planning, Change Management, Vendor Management, Management, Program Management, Project Planning, Business Process..., Marketing, Manufacturing, SDLC, Business Analysis, CRM, Cross-functional Team..., Team Building, Customer Service, Organizational..., Training, PMP
Education
Colorado Technical University
MBA, Marketing
University of Phoenix
BS, Business Management
Minnesota School of Business 1982 — 1984
AS, Electronic Engineering Technology
Phil Lawroski's CUNA Mutual Group Experience 2012 - Present
Job Finance Director at CMG|Risk Capital|ALM|Reinsurance|Actuarial Pricing & Reserving|Data Mining & Statistics|M&A
Industry Insurance
Experience
CUNA Mutual Group 2012 - Present
Nationwide Insurance October 1994 - 2011
Skills
Insurance, Actuarial Science, Life Insurance, Financial Risk, Mergers & Acquisitions, Budgets, Reinsurance, Sales Operations, Underwriting, Finance, Accounting, Property & Casualty..., Sales, Pricing, Investments, Loans, P, Program Management, Marketing, Risk Management, Strategic Financial..., Professional Mentoring, Team Leadership, Financial Planning, Forecasting, Leadership
Education
Case Western Reserve University
JD, Law
Case Western Reserve University
BA, Mathematics & Philosophy
CUNA Mutual Group 2012 - Present
Nationwide Insurance October 1994 - 2011
Skills
Insurance, Actuarial Science, Life Insurance, Financial Risk, Mergers & Acquisitions, Budgets, Reinsurance, Sales Operations, Underwriting, Finance, Accounting, Property & Casualty..., Sales, Pricing, Investments, Loans, P, Program Management, Marketing, Risk Management, Strategic Financial..., Professional Mentoring, Team Leadership, Financial Planning, Forecasting, Leadership
Education
Case Western Reserve University
JD, Law
Case Western Reserve University
BA, Mathematics & Philosophy
Bruce Mackintosh's CUNA Mutual Group Experience December 2003 - June 2007
Job Life Sales Conservation Rep at American Family Insurance
Industry Insurance
Experience
American Family Insurance July 2014 - Present
American Family Insurance November 2008 - September 2009
CUNA Mutual Group December 2003 - June 2007
Skills
Insurance, Recruiting, Call Center, Customer Service, Customer Satisfaction, Training, Coaching, Cold Calling, Call Centers
Education
Central College 1997 — 2001
Bachelor's degree, Exercise Science - Health Promotion
American Family Insurance July 2014 - Present
American Family Insurance November 2008 - September 2009
CUNA Mutual Group December 2003 - June 2007
Skills
Insurance, Recruiting, Call Center, Customer Service, Customer Satisfaction, Training, Coaching, Cold Calling, Call Centers
Education
Central College 1997 — 2001
Bachelor's degree, Exercise Science - Health Promotion
Eisenmann Mark's CUNA Mutual Group Experience June 1987 - March 2001
Job Securities Examiner at State of Wisconsin
Industry Financial Services
Experience
State of Wisconsin Division of Securities October 2007 - Present
Board on Aging and Long Term Care January 2002 - October 2007
CUNA Mutual Group June 1987 - March 2001
Education
Edgewood College 2004 — 2008
MBA
College for Financial Planning
CFP
University of Wisconsin-Whitewater
BBA
State of Wisconsin Division of Securities October 2007 - Present
Board on Aging and Long Term Care January 2002 - October 2007
CUNA Mutual Group June 1987 - March 2001
Education
Edgewood College 2004 — 2008
MBA
College for Financial Planning
CFP
University of Wisconsin-Whitewater
BBA
Janis Vandermeer's CUNA Mutual Group Experience AVP Loan Portfolio ManagerFranklin BankFebruary 2007 - January 2008
Job Lending Protection Manager at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group AVP Loan Portfolio ManagerFranklin BankFebruary 2007 - January 2008
All Dressed Up Inc December 2004 - August 2006
State Bank of Cross Plains November 1996 - January 2004
Mesa National Banks AKA American National Bank August 1993 - October 1996
Great American Bank August 1984 - August 1993
Palisades National Bank February 1983 - August 1984
Skills
Insurance, Banking, Loans, Underwriting, Customer Service, Sales
Education
Colorado Mesa University 1980 — 1985
Colorado Mesa University 1977 — 1980
CUNA Mutual Group AVP Loan Portfolio ManagerFranklin BankFebruary 2007 - January 2008
All Dressed Up Inc December 2004 - August 2006
State Bank of Cross Plains November 1996 - January 2004
Mesa National Banks AKA American National Bank August 1993 - October 1996
Great American Bank August 1984 - August 1993
Palisades National Bank February 1983 - August 1984
Skills
Insurance, Banking, Loans, Underwriting, Customer Service, Sales
Education
Colorado Mesa University 1980 — 1985
Colorado Mesa University 1977 — 1980
Tammy Sterling's CUNA Mutual Group Experience March 1987 - April 2000
Job Accounts Payable Specialist
Industry Wholesale
Experience
Concord Industries, Inc. December 2008 - August 2015
Concord Industries, Inc. October 2011 - January 2012
ICBS Inter-Commercial Business Systems, Inc. May 2005 - November 2008
Armstrong Wood Products April 2000 - September 2003
CUNA Mutual Group March 1987 - April 2000
Skills
General Ledger, Accounts Payable, Accounts Receivable, Accounting, Payroll, Bank Reconciliation, Monthly Close, Invoicing, Spreadsheets, Accruals, Account Reconciliation, Fixed Assets, Freight Auditing, Journal Entries, Financial Reporting, Bookkeeping, Microsoft Excel, Financial Statements, Purchasing, Balance, GAAP, Cash Management, Expenses, Microsoft Word, Depreciation, Cash Receipts, Monthly Closing, 1099 Preparation, 10 Key, Data Entry, Financial Accounting, Auditing, Invoice Processing, G/L Reconciliations, Macola, Cash Flow Forecasting
Education
Western Governors University 2012 — 2013
N/A, Bachelor of Science, Accounting
Collin County Community College 2003 — 2007
N/A, Business/ Accounting
Denton High School 1981 — 1984
General Education
Concord Industries, Inc. December 2008 - August 2015
Concord Industries, Inc. October 2011 - January 2012
ICBS Inter-Commercial Business Systems, Inc. May 2005 - November 2008
Armstrong Wood Products April 2000 - September 2003
CUNA Mutual Group March 1987 - April 2000
Skills
General Ledger, Accounts Payable, Accounts Receivable, Accounting, Payroll, Bank Reconciliation, Monthly Close, Invoicing, Spreadsheets, Accruals, Account Reconciliation, Fixed Assets, Freight Auditing, Journal Entries, Financial Reporting, Bookkeeping, Microsoft Excel, Financial Statements, Purchasing, Balance, GAAP, Cash Management, Expenses, Microsoft Word, Depreciation, Cash Receipts, Monthly Closing, 1099 Preparation, 10 Key, Data Entry, Financial Accounting, Auditing, Invoice Processing, G/L Reconciliations, Macola, Cash Flow Forecasting
Education
Western Governors University 2012 — 2013
N/A, Bachelor of Science, Accounting
Collin County Community College 2003 — 2007
N/A, Business/ Accounting
Denton High School 1981 — 1984
General Education
Randy Schulting's CUNA Mutual Group Experience June 1989 - Present
Job Web Technologies Engineer at CUNA Mutual Group
Industry Information Technology and Services
Experience
CUNA Mutual Group June 1989 - Present
Marathon Oil Company July 1987 - May 1989
Skills
SDLC, Requirements Analysis, .NET, XML, Software Development, Software Project..., ASP.NET, Requirements Gathering, Web Services
Education
Clarke University 1983 — 1987
BS, Computer Science and Mathematics
CUNA Mutual Group June 1989 - Present
Marathon Oil Company July 1987 - May 1989
Skills
SDLC, Requirements Analysis, .NET, XML, Software Development, Software Project..., ASP.NET, Requirements Gathering, Web Services
Education
Clarke University 1983 — 1987
BS, Computer Science and Mathematics
Mary Neumann's CUNA Mutual Group Experience December 2014 - Present
Job VP, Chief Risk and Assurance Officer at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group December 2014 - Present
CUNA Mutual Group April 2013 - December 2014
CUNA Mutual Group March 2009 - March 2013
CUNA Mutual Group January 2007 - February 2009
CUNA Mutual Group March 2004 - December 2006
American Family Insurance August 1996 - February 2004
American Family Insurance November 1990 - July 1996
American Family Insurance August 1989 - October 1990
American Family Life Insurance May 1986 - July 1989
Minnesota Mutual Life June 1984 - April 1986
Skills
Underwriting, Insurance, Reinsurance, Actuarial Science, Pricing, Business Planning, Financial Risk..., Enterprise Risk..., Property & Casualty..., Financial Risk, Financial Modeling, Risk Management, General Insurance, Financial Analysis, Management, Process Improvement, Business Analysis
Education
Carleton College
Bachelor of Arts (BA), Mathematics
CUNA Mutual Group December 2014 - Present
CUNA Mutual Group April 2013 - December 2014
CUNA Mutual Group March 2009 - March 2013
CUNA Mutual Group January 2007 - February 2009
CUNA Mutual Group March 2004 - December 2006
American Family Insurance August 1996 - February 2004
American Family Insurance November 1990 - July 1996
American Family Insurance August 1989 - October 1990
American Family Life Insurance May 1986 - July 1989
Minnesota Mutual Life June 1984 - April 1986
Skills
Underwriting, Insurance, Reinsurance, Actuarial Science, Pricing, Business Planning, Financial Risk..., Enterprise Risk..., Property & Casualty..., Financial Risk, Financial Modeling, Risk Management, General Insurance, Financial Analysis, Management, Process Improvement, Business Analysis
Education
Carleton College
Bachelor of Arts (BA), Mathematics
Siddharth Kuckreja's CUNA Mutual Group Experience September 2013 - Present
Job Enterprise Architect
Industry Computer Software
Experience
CUNA Mutual Group September 2013 - Present
CUNA Mutual Group October 2010 - August 2013
Compuware February 2008 - October 2010
Home Security of America (HSA Home Warranty) May 2001 - February 2008
Skills
Software Project..., Requirements Analysis, Agile Methodologies, SDLC, Enterprise Architecture, IT Strategy, Business Analysis, SOA, Web Services, SSIS, XML, Microsoft SQL Server, Software Development, SQL, Cloud Computing, Application Architecture, .NET, Requirements Gathering, Agile Project Management, Visio, Solution Architecture, Integration, ASP.NET, Systems Analysis, VB.NET, Database Design, IIS, Visual Studio, C#, Databases, ITIL, Visual Basic, Architectures, Business Process, Business Requirements, IT Management, AJAX, JavaScript, Testing, WCF, Enterprise Software, Data Modeling, Technical Architecture
Education
College of Engineering Pune 1993 — 1997
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
CUNA Mutual Group September 2013 - Present
CUNA Mutual Group October 2010 - August 2013
Compuware February 2008 - October 2010
Home Security of America (HSA Home Warranty) May 2001 - February 2008
Skills
Software Project..., Requirements Analysis, Agile Methodologies, SDLC, Enterprise Architecture, IT Strategy, Business Analysis, SOA, Web Services, SSIS, XML, Microsoft SQL Server, Software Development, SQL, Cloud Computing, Application Architecture, .NET, Requirements Gathering, Agile Project Management, Visio, Solution Architecture, Integration, ASP.NET, Systems Analysis, VB.NET, Database Design, IIS, Visual Studio, C#, Databases, ITIL, Visual Basic, Architectures, Business Process, Business Requirements, IT Management, AJAX, JavaScript, Testing, WCF, Enterprise Software, Data Modeling, Technical Architecture
Education
College of Engineering Pune 1993 — 1997
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Kris Steele's CUNA Mutual Group Experience June 2013 - Present
Job Software Developer at CUNA Mutual Group
Industry Computer Software
Experience
CUNA Mutual Group June 2013 - Present
Fun Infused Games November 2008 - Present
WTS Paradigm December 2011 - May 2013
Wisconsin Department of Financial Institutions February 2008 - November 2011
Peninsula Telephone Company August 2005 - September 2007
Public Health Delta & Menominee October 2004 - August 2005
Empire Mining Company February 2004 - October 2004
WorldNet Corporation September 2003 - January 2004
Office of Residence August 2000 - May 2003
M.J. Electric, Inc May 2001 - August 2001
Skills
.NET, Active Directory, ASP.NET, C#, Software Development, Databases, Microsoft SQL Server, PHP, MySQL, XNA, Web Development, Visual Basic, Visual Studio, Web Applications, SQL, HTML5, XML, Apache, JavaScript, ASP, Programming
Education
Central Michigan University 1999 — 2003
Bachelor of Science, Computer Science
CUNA Mutual Group June 2013 - Present
Fun Infused Games November 2008 - Present
WTS Paradigm December 2011 - May 2013
Wisconsin Department of Financial Institutions February 2008 - November 2011
Peninsula Telephone Company August 2005 - September 2007
Public Health Delta & Menominee October 2004 - August 2005
Empire Mining Company February 2004 - October 2004
WorldNet Corporation September 2003 - January 2004
Office of Residence August 2000 - May 2003
M.J. Electric, Inc May 2001 - August 2001
Skills
.NET, Active Directory, ASP.NET, C#, Software Development, Databases, Microsoft SQL Server, PHP, MySQL, XNA, Web Development, Visual Basic, Visual Studio, Web Applications, SQL, HTML5, XML, Apache, JavaScript, ASP, Programming
Education
Central Michigan University 1999 — 2003
Bachelor of Science, Computer Science
Gail Kappeler's CUNA Mutual Group Experience October 2011 - Present
Job Actuary at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group October 2011 - Present
Milliman, Inc July 1991 - October 2011
Allstate June 1986 - July 1991
Skills
Reinsurance, Risk Management, Actuarial Science, Property & Casualty..., Customer Service, Insurance, Retirement, General Insurance, Underwriting, Financial Risk, Enterprise Risk..., Pensions, Liability
Education
Carroll University 1982 — 1986
BS, Mathmatic & Computer Science
CUNA Mutual Group October 2011 - Present
Milliman, Inc July 1991 - October 2011
Allstate June 1986 - July 1991
Skills
Reinsurance, Risk Management, Actuarial Science, Property & Casualty..., Customer Service, Insurance, Retirement, General Insurance, Underwriting, Financial Risk, Enterprise Risk..., Pensions, Liability
Education
Carroll University 1982 — 1986
BS, Mathmatic & Computer Science
Lynne Ruschill's CUNA Mutual Group Experience 1993 - 1996
Job Website Tester at MCG
Industry Information Technology and Services
Experience
MCG Marketing Product SpecialistAssurant Employee Benefits1996 - 2006
CUNA Mutual Group 1993 - 1996
Lady Foot Locker 1990 - 1993
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1990
BBA, Marketing
Concordia College 1986 — 1988
Business
MCG Marketing Product SpecialistAssurant Employee Benefits1996 - 2006
CUNA Mutual Group 1993 - 1996
Lady Foot Locker 1990 - 1993
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1990
BBA, Marketing
Concordia College 1986 — 1988
Business
Mark Berggren's CUNA Mutual Group Experience December 2010 - Present
Job Employee Benefits and Executive Compensation Attorney at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group December 2010 - Present
Aon Hewitt August 2004 - December 2010
Jenner & Block September 1998 - August 2004
Skills
Mergers, Executive Pay, Outsourcing, Benefits Administration, Employee Benefits, Employee Relations, Legal Compliance, Insurance, Performance Management, Litigation, Employment Law
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1995 — 1998
JD/MBA, Law, Business
Miami University 1990 — 1994
BA, History
CUNA Mutual Group December 2010 - Present
Aon Hewitt August 2004 - December 2010
Jenner & Block September 1998 - August 2004
Skills
Mergers, Executive Pay, Outsourcing, Benefits Administration, Employee Benefits, Employee Relations, Legal Compliance, Insurance, Performance Management, Litigation, Employment Law
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1995 — 1998
JD/MBA, Law, Business
Miami University 1990 — 1994
BA, History
DeAnn Crane's CUNA Mutual Group Experience May 2008 - March 2014
Job Underwriting Assistant at Western Fraternal Life Association
Industry Insurance
Experience
Western Fraternal Life Association October 2014 - Present
Transamerica Life Insurance Company March 2014 - October 2014
CUNA Mutual Group May 2008 - March 2014
CUNA Mutual Group September 2007 - May 2008
Skills
Underwriting, Training, compliance, claim analysis, process documentation, process improvement, project management, life insurance, customer service, General Insurance
Education
Coe College 1993 — 1997
Bachelor of Arts, Spanish
Universidad de Santiago de Compostela 2000 — 2000
courses, MA in Spanish, Spanish
El Centro Bilingue 1996 — 1996
courses, BA in Spanish, Spanish
Western Fraternal Life Association October 2014 - Present
Transamerica Life Insurance Company March 2014 - October 2014
CUNA Mutual Group May 2008 - March 2014
CUNA Mutual Group September 2007 - May 2008
Skills
Underwriting, Training, compliance, claim analysis, process documentation, process improvement, project management, life insurance, customer service, General Insurance
Education
Coe College 1993 — 1997
Bachelor of Arts, Spanish
Universidad de Santiago de Compostela 2000 — 2000
courses, MA in Spanish, Spanish
El Centro Bilingue 1996 — 1996
courses, BA in Spanish, Spanish
Colin klok's CUNA Mutual Group Experience May 2014 - Present
Job Customer Operations Consultant
Industry Information Technology and Services
Experience
CUNA Mutual Group May 2014 - Present
Epic September 2012 - November 2013
CJKW, LLC January 2010 - September 2012
Draco Academy2200 October 2008 - January 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, SQL, Visio, Software Documentation, Microsoft Word, Project Management, HTML, Windows, SharePoint, Troubleshooting, Databases, Access, Server 2008 R2, Citrix XenApp 6.5, Quality Assurance, 2008 R2, Business Analysis
Education
Illinois Institute of Technology 2011 — 2011
Collins College 2005 — 2008
Bachelor of Arts, Game Design
CUNA Mutual Group May 2014 - Present
Epic September 2012 - November 2013
CJKW, LLC January 2010 - September 2012
Draco Academy2200 October 2008 - January 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, SQL, Visio, Software Documentation, Microsoft Word, Project Management, HTML, Windows, SharePoint, Troubleshooting, Databases, Access, Server 2008 R2, Citrix XenApp 6.5, Quality Assurance, 2008 R2, Business Analysis
Education
Illinois Institute of Technology 2011 — 2011
Collins College 2005 — 2008
Bachelor of Arts, Game Design
Ce Xiong's CUNA Mutual Group Experience April 2008 - Present
Job Actuarial Associate at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group April 2008 - Present
Skills
Property & Casualty..., Financial Risk, Microsoft Excel, Data Analysis, Microsoft Office, Actuarial Science
Education
University of Wisconsin-Madison 2006 — 2007
Master, Actuarial Science, 3.95
Central South University 2000 — 2003
Master, Computer Science
CUNA Mutual Group April 2008 - Present
Skills
Property & Casualty..., Financial Risk, Microsoft Excel, Data Analysis, Microsoft Office, Actuarial Science
Education
University of Wisconsin-Madison 2006 — 2007
Master, Actuarial Science, 3.95
Central South University 2000 — 2003
Master, Computer Science
Darlene Reffel's CUNA Mutual Group Experience September 1984 - January 1999
Job Student at Chaffey College
Industry Accounting
Experience
Empire Orthopedic Center February 2008 - September 2011
Adecco Personnel Services October 2007 - February 2008
Ingersoll Rand March 2006 - October 2006
CUNA Mutual Group September 1984 - January 1999
Skills
Accounting, Accounts Payable, Accounts Receivable, Financial Accounting, Cost Accounting, Budgeting, Customer Service, Excel, Healthcare, JavaScript, Kronos, Lotus Notes, Microsoft Office, Purchasing, Employee Relations, Customer Relations, Problem Solving, Troubleshooting, Word, Wireless
Education
Chaffey College 2011 — 2012
Associate of Arts (AA) Working on obtaining this degree, Accounting and Business/Management
H & R Block Tax School 2000 — 2000
Certified, Taxes
Empire Orthopedic Center February 2008 - September 2011
Adecco Personnel Services October 2007 - February 2008
Ingersoll Rand March 2006 - October 2006
CUNA Mutual Group September 1984 - January 1999
Skills
Accounting, Accounts Payable, Accounts Receivable, Financial Accounting, Cost Accounting, Budgeting, Customer Service, Excel, Healthcare, JavaScript, Kronos, Lotus Notes, Microsoft Office, Purchasing, Employee Relations, Customer Relations, Problem Solving, Troubleshooting, Word, Wireless
Education
Chaffey College 2011 — 2012
Associate of Arts (AA) Working on obtaining this degree, Accounting and Business/Management
H & R Block Tax School 2000 — 2000
Certified, Taxes
Heather Willborn's CUNA Mutual Group Experience December 2010 - Present
Job Quality Assurance Evaluator at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group December 2010 - Present
CUNA Mutual Group July 2003 - July 2007
Chase March 1999 - June 2003
Education
College for Financial Planning 1998 — 2000
Professional Designation, Certified Financial Planner
University of Wisconsin-Madison 1992 — 1996
Bachelor of Science (BS), Consumer Affairs in Business
CUNA Mutual Group December 2010 - Present
CUNA Mutual Group July 2003 - July 2007
Chase March 1999 - June 2003
Education
College for Financial Planning 1998 — 2000
Professional Designation, Certified Financial Planner
University of Wisconsin-Madison 1992 — 1996
Bachelor of Science (BS), Consumer Affairs in Business
Jodi (Shipley) Lindsey's CUNA Mutual Group Experience 2007 - 2010
Job Finance Manager at Spacelabs Heathcare
Industry Medical Devices
Experience
Spacelabs Healthcare 2012 - Present
Kimberly-Clark March 2011 - August 2012
CUNA Mutual Group 2007 - 2010
CUNA Mutual Group 2004 - 2007
Third Wave Technologies 2003 - 2004
Third Wave Technologies 2001 - 2002
Datex-Ohmeda 1987 - 2001
Skills
Financial Analysis, Operations Management, Problem Solving, Continuous Improvement, Lean Manufacturing, Six Sigma, Customer Service, Collaboration, Team Leadership, Mentoring, Project Management, Sales Process, Sales Operations, Cost Management, Cost Accounting, Business Process..., Financial Modeling, Decision Support, Corporate FP&A, Budget Process, Microsoft Excel, CPA, Strategy, Finance, Financial Reporting, Cross-functional Team..., Product Development
Education
Carthage College
Bachelor of Arts (BA), Business Admin & Accounting
Spacelabs Healthcare 2012 - Present
Kimberly-Clark March 2011 - August 2012
CUNA Mutual Group 2007 - 2010
CUNA Mutual Group 2004 - 2007
Third Wave Technologies 2003 - 2004
Third Wave Technologies 2001 - 2002
Datex-Ohmeda 1987 - 2001
Skills
Financial Analysis, Operations Management, Problem Solving, Continuous Improvement, Lean Manufacturing, Six Sigma, Customer Service, Collaboration, Team Leadership, Mentoring, Project Management, Sales Process, Sales Operations, Cost Management, Cost Accounting, Business Process..., Financial Modeling, Decision Support, Corporate FP&A, Budget Process, Microsoft Excel, CPA, Strategy, Finance, Financial Reporting, Cross-functional Team..., Product Development
Education
Carthage College
Bachelor of Arts (BA), Business Admin & Accounting
Karen Tweten's CUNA Mutual Group Experience September 2013 - Present
Job Senior Claim Professional at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group September 2013 - Present
WEA Trust June 1996 - July 2013
Advocate Health Care September 1992 - June 1996
State Farm Insurance February 1988 - November 1989
Skills
Customer Service, Dispute Resolution, Report Writing, Legal Writing, Online Research, Analysis, Timely Decision Making, Medical Terminology, Medical Writing, Interpreting, Disability Insurance, Disability Management, Disability Benefits, Disability Claims..., Social Security..., Long-Term Disability, Appeals, Persuasive Presentations, Summarizing Information, Complaint Investigations, Training, Communication Skills, Workers Compensation, Vocational..., Grievances, Claims Management, Claims Resolution, Claims Investigations, Claims Handling, Vocational Evaluation, Career Assessment, Policy Analysis, Benefits Administration, Document Drafting, Revisions, Editing, Rehabilitation..., Career Counseling, Healthcare, Insurance, Claim
Education
University of Wisconsin 1990 — 1992
Master of Science, Rehabilitation Psychology
Concordia College 1984 — 1987
Bachelor of Arts, History; Political Science
CUNA Mutual Group September 2013 - Present
WEA Trust June 1996 - July 2013
Advocate Health Care September 1992 - June 1996
State Farm Insurance February 1988 - November 1989
Skills
Customer Service, Dispute Resolution, Report Writing, Legal Writing, Online Research, Analysis, Timely Decision Making, Medical Terminology, Medical Writing, Interpreting, Disability Insurance, Disability Management, Disability Benefits, Disability Claims..., Social Security..., Long-Term Disability, Appeals, Persuasive Presentations, Summarizing Information, Complaint Investigations, Training, Communication Skills, Workers Compensation, Vocational..., Grievances, Claims Management, Claims Resolution, Claims Investigations, Claims Handling, Vocational Evaluation, Career Assessment, Policy Analysis, Benefits Administration, Document Drafting, Revisions, Editing, Rehabilitation..., Career Counseling, Healthcare, Insurance, Claim
Education
University of Wisconsin 1990 — 1992
Master of Science, Rehabilitation Psychology
Concordia College 1984 — 1987
Bachelor of Arts, History; Political Science
Christopher Wojtowicz's CUNA Mutual Group Experience February 2010 - Present
Job Business Systems Consultant, ITS at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group February 2010 - Present
CUNA Mutual Group April 2008 - February 2010
CUNA Mutual Group September 2005 - April 2008
Skills
.NET, PeopleSoft, Microsoft SQL Server, XML, Java, C++, ASP.NET, Web Services, Web Development, BizTalk, MS Reporting Services, SSIS, Workday, VB.NET, AJAX, Crystal Reports
Education
Carroll College 2000 — 2005
Bachelor of Science (BS), Computer Science
CUNA Mutual Group February 2010 - Present
CUNA Mutual Group April 2008 - February 2010
CUNA Mutual Group September 2005 - April 2008
Skills
.NET, PeopleSoft, Microsoft SQL Server, XML, Java, C++, ASP.NET, Web Services, Web Development, BizTalk, MS Reporting Services, SSIS, Workday, VB.NET, AJAX, Crystal Reports
Education
Carroll College 2000 — 2005
Bachelor of Science (BS), Computer Science
Allysen Billiard's CUNA Mutual Group Experience 1996 - 2001
Job Marketing
Industry Marketing and Advertising
Experience
Phoenix Engineering and Consulting, Inc. Membership Marketing DirectorTorreon Golf ClubOctober 2004 - June 2007
CUNA Mutual Group 1996 - 2001
Skills
Customer Service, Microsoft Excel, Marketing, Public Speaking, Strategic Planning, Microsoft Word, Sales, Customer Satisfaction, Business Development, Event Planning
Education
Central Michigan University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Phoenix Engineering and Consulting, Inc. Membership Marketing DirectorTorreon Golf ClubOctober 2004 - June 2007
CUNA Mutual Group 1996 - 2001
Skills
Customer Service, Microsoft Excel, Marketing, Public Speaking, Strategic Planning, Microsoft Word, Sales, Customer Satisfaction, Business Development, Event Planning
Education
Central Michigan University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Parker Steve's CUNA Mutual Group Experience September 1993 - Present
Job Registered Representative at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group September 1993 - Present
Education
Midland Lutheran College 1964 — 1967
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Carthage College 1963 — 1964
CUNA Mutual Group September 1993 - Present
Education
Midland Lutheran College 1964 — 1967
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Carthage College 1963 — 1964
Jonathan Plichta's CUNA Mutual Group Experience November 2014 - Present
Job at
Industry Automotive
Experience
CUNA Mutual Group November 2014 - Present
CUNA Mutual Group October 2013 - Present
Don Miller Mazda April 2012 - October 2013
Best Buy October 2010 - April 2012
Indian Hill Club May 2001 - October 2010
Skills
Mathematics, Mathematica, Sales, Communication, Computers, Adaptability, Teaching, Microsoft Office
Education
Carthage College 2005 — 2009
Bachelor of Arts (B.A.), Mathematics
CUNA Mutual Group November 2014 - Present
CUNA Mutual Group October 2013 - Present
Don Miller Mazda April 2012 - October 2013
Best Buy October 2010 - April 2012
Indian Hill Club May 2001 - October 2010
Skills
Mathematics, Mathematica, Sales, Communication, Computers, Adaptability, Teaching, Microsoft Office
Education
Carthage College 2005 — 2009
Bachelor of Arts (B.A.), Mathematics
Kristin Westedt's CUNA Mutual Group Experience April 2014 - Present
Job Sr. Claims Specialist
Industry Insurance
Experience
CUNA Mutual Group April 2014 - Present
Social Security Administration August 2010 - April 2014
Skills
Government, Policy, Public Administration, Policy Analysis, Customer Service, Microsoft Office, Public Policy, Public Speaking, Community Outreach, Research, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Supervisory Skills, Data Entry, Analysis, Federal Government, Nonprofits, Training
Education
UW MBA Online Consortium 2008 — 2012
Master of Business Administration (MBA)
Carroll College 2000 — 2004
Bachelor of Science (BS), Management and S[anish
CUNA Mutual Group April 2014 - Present
Social Security Administration August 2010 - April 2014
Skills
Government, Policy, Public Administration, Policy Analysis, Customer Service, Microsoft Office, Public Policy, Public Speaking, Community Outreach, Research, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Supervisory Skills, Data Entry, Analysis, Federal Government, Nonprofits, Training
Education
UW MBA Online Consortium 2008 — 2012
Master of Business Administration (MBA)
Carroll College 2000 — 2004
Bachelor of Science (BS), Management and S[anish
Ralph Wagner's CUNA Mutual Group Experience January 2014 - Present
Job Program Sales Manager at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group January 2014 - Present
CUNA Brokerage Services March 2009 - July 2013
Wachovia Bank February 2001 - March 2005
AXA Advisors February 1995 - February 2001
Skills
Sales, Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Retirement, Health Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Strategic Financial..., Investments, Financial Services, Wealth Management, Series 7, Mutual Funds, Risk Management
Education
Central Connecticut State University 1969 — 1973
Bachelor's degree, Education
Xavier High School
Education
CUNA Mutual Group January 2014 - Present
CUNA Brokerage Services March 2009 - July 2013
Wachovia Bank February 2001 - March 2005
AXA Advisors February 1995 - February 2001
Skills
Sales, Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Retirement, Health Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Strategic Financial..., Investments, Financial Services, Wealth Management, Series 7, Mutual Funds, Risk Management
Education
Central Connecticut State University 1969 — 1973
Bachelor's degree, Education
Xavier High School
Education
Daniel Nienhuis's CUNA Mutual Group Experience August 2014 - October 2014
Job General Counsel at Boucher Automotive Group
Industry Law Practice
Experience
CUNA Mutual Group August 2014 - October 2014
Johnson Controls 2008 - 2014
TPS International, Inc. January 2003 - August 2008
Skills
Commercial Litigation, Construction Law, Licensing, Intellectual Property, Compliance, Contract Negotiation, Supplier Negotiation, Strategic Negotiations, Purchasing Negotiation, FCPA, Distribution Strategies, Antitrust Law, Antitrust Counseling, Channel Account..., Managing Distribution..., Mergers & Acquisitions, Real Estate Transactions, Employment Law, Employment..., Employment Law..., Supply Chain, Procurement, Trade Secrets, Trade Compliance, Litigation, Outsourcing, General Corporate..., Insurance Law, Coverage Issues, Strategic Partnerships, Joint Ventures, Legal Liability, Arbitration, Corporate Governance, Dispute Resolution, Legal Advice, Due Diligence, Legal Compliance
Education
University of Wisconsin Law School 1987 — 1990
Doctor of Law (JD), Law
Carleton College 1983 — 1987
Bachelor of Science (BS), Economics
CUNA Mutual Group August 2014 - October 2014
Johnson Controls 2008 - 2014
TPS International, Inc. January 2003 - August 2008
Skills
Commercial Litigation, Construction Law, Licensing, Intellectual Property, Compliance, Contract Negotiation, Supplier Negotiation, Strategic Negotiations, Purchasing Negotiation, FCPA, Distribution Strategies, Antitrust Law, Antitrust Counseling, Channel Account..., Managing Distribution..., Mergers & Acquisitions, Real Estate Transactions, Employment Law, Employment..., Employment Law..., Supply Chain, Procurement, Trade Secrets, Trade Compliance, Litigation, Outsourcing, General Corporate..., Insurance Law, Coverage Issues, Strategic Partnerships, Joint Ventures, Legal Liability, Arbitration, Corporate Governance, Dispute Resolution, Legal Advice, Due Diligence, Legal Compliance
Education
University of Wisconsin Law School 1987 — 1990
Doctor of Law (JD), Law
Carleton College 1983 — 1987
Bachelor of Science (BS), Economics
Kevin Shanks's CUNA Mutual Group Experience February 2007 - Present
Job Financial Advisor at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group February 2007 - Present
Hantz Financial June 2001 - January 2007
Education
Northwood University - DeVos Graduate School 2002 — 2004
Master of Business Administration (M.B.A.), Economics
Central Michigan University 1996 — 2001
Bachelor of Science (B.S.), Finance, General
CUNA Mutual Group February 2007 - Present
Hantz Financial June 2001 - January 2007
Education
Northwood University - DeVos Graduate School 2002 — 2004
Master of Business Administration (M.B.A.), Economics
Central Michigan University 1996 — 2001
Bachelor of Science (B.S.), Finance, General
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO